iShares Core S&P Midcap ETFIJHETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 2,425 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, down 41 from Q4 2024. 90 opened new positions and 122 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.7B), Bank of America Corp. ($4.1B) and Bank of New York Mellon Corp ($3.5B). 7 famous investors held it, including Jeff Smith (3.8% of Starboard Value's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $315.0M |
| Exits | 122 | $474.8M |
All 13F filers, Q4 2024 → Q1 2025: 81,525,804 shares bought and 62,924,763 shares sold, net +18,601,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,425 holders
| Northwestern Mutual Wealth Management Co. | 5.44% | Add +3.1% | 114,080,884 | $6.7B |
| Bank of America Corp. | 0.36% | Add +2.5% | 69,457,308 | $4.1B |
| Bank of New York Mellon Corp | 0.69% | Add +14.3% | 59,401,100 | $3.5B |
| Wells Fargo & Company | 0.71% | Reduce -2.0% | 50,210,591 | $2.9B |
| FMR LLC | 0.15% | Reduce -10.6% | 40,901,394 | $2.4B |
| Raymond James Financial Inc. | 0.83% | Add +5.6% | 37,597,337 | $2.2B |
| Morgan Stanley | 0.15% | Add +2.6% | 36,920,356 | $2.2B |
| Envestnet Asset Management Inc. | 0.64% | Add +19.9% | 34,056,217 | $2.0B |
| JPMorgan Chase & Co. | 0.13% | Reduce -22.5% | 30,189,392 | $1.8B |
| LPL Financial LLC | 0.57% | Reduce -41.0% | 25,091,712 | $1.5B |
| BlackRock, Inc. | 0.03% | Add +0.5% | 24,784,398 | $1.4B |
| UBS Group AG | 0.30% | Reduce -2.7% | 23,107,496 | $1.3B |
| Royal Bank of Canada | 0.30% | Reduce -10.4% | 23,049,016 | $1.3B |
| Northern Trust Corp. | 0.20% | Add +7.5% | 22,885,189 | $1.3B |
| Goldman Sachs Group Inc. | 0.20% | Add +3.3% | 17,981,529 | $1.0B |
| First Command Advisory Services, Inc. | 8.93% | Add +39.7% | 15,161,869 | $932.4M |
| PNC Financial Services Group, Inc. | 0.48% | Reduce -4.9% | 15,779,484 | $920.7M |
| Wealthspire Advisors, LLC | 5.40% | Add +103.5% | 15,480,038 | $903.3M |
| Mariner, LLC | 1.33% | Add +6.7% | 13,678,865 | $798.1M |
| Acorns Advisers, LLC | 6.26% | Add +4.3% | 11,183,633 | $652.6M |
| Northwestern Mutual Investment Management Company, LLC | 9.37% | Add +106.8% | 10,117,261 | $590.3M |
| Truist Financial Corp. | 0.94% | Add +7.4% | 10,031,573 | $585.3M |
| Keybank National Association | 2.13% | Reduce -1.3% | 9,118,210 | $532.0M |
| Millburn Ridgefield LLC | 12.63% | Add +10.5% | 8,932,011 | $521.2M |
| Catalyst Capital Advisors LLC | 10.67% | Add +10.5% | 8,932,011 | $521.2M |
| Ameriprise Financial Inc. | 0.14% | Reduce -4.6% | 8,560,743 | $499.5M |
| Financial Engines Advisors L.L.C. | 1.02% | Reduce -1.7% | 8,142,411 | $475.1M |
| HighTower Advisors, LLC | 0.59% | Add +0.8% | 7,383,609 | $430.8M |
| Regions Financial Corp. | 3.15% | Add +1.1% | 7,252,805 | $423.2M |
| Pathstone Holdings, LLC | 1.77% | Reduce -0.1% | 6,992,605 | $408.0M |
| Commonwealth Equity Services, LLC | 0.55% | Add +6.3% | 6,630,700 | $386.9M |
| Bank of Montreal | 0.20% | Add +0.2% | 6,346,227 | $370.3M |
| AlTi Global, Inc. | 9.56% | Reduce -5.9% | 6,249,246 | $364.6M |
| Alesco Advisors, LLC, An ESL Co | 9.61% | Reduce -0.3% | 5,244,947 | $306.0M |
| US Bancorp \de | 0.40% | Add +3.8% | 5,098,891 | $297.5M |
| Creative Planning | 0.27% | Add +1.2% | 5,002,993 | $291.9M |
| Corient Private Wealth LP | 0.47% | Add +104.3% | 4,919,285 | $287.0M |
| MAI Capital Management | 2.16% | Add +4.7% | 4,882,549 | $284.9M |
| Fifth Third Bancorp | 1.08% | Reduce -1.7% | 4,858,784 | $283.5M |
| Bridges Investment Management Inc. | 3.83% | Add +5.5% | 4,546,151 | $265.3M |
| Jones Financial Companies LLLP | 0.24% | Add +25.8% | 4,525,078 | $263.6M |
| Cerity Partners LLC | 0.54% | Add +13.5% | 4,492,848 | $262.2M |
| Cresset Asset Management, LLC | 1.30% | Add +20.8% | 4,451,756 | $259.8M |
| Circle Wealth Management, LLC | 5.75% | Reduce -0.9% | 4,251,767 | $248.1M |
| &partners | 2.61% | Add +24.0% | 4,205,756 | $245.8M |
| Municipal Employees' Retirement System of Michigan | 2.69% | Add +81.8% | 3,645,909 | $212.7M |
| Starboard Value | 3.79% | Reduce -10.1% | 3,564,875 | $208.0M |
| Valeo Financial Advisors, LLC | 5.65% | Add +10.6% | 3,471,900 | $202.3M |
| Baird Financial Group, Inc. | 0.38% | Reduce -0.2% | 3,387,020 | $197.6M |
| Franklin Resources Inc. | 0.06% | Add +0.7% | 3,270,124 | $190.8M |
| MML Investors Services, LLC | 0.63% | Add +12.1% | 3,245,957 | $189.4M |
| Citizens Financial Group Inc. | 3.67% | Add +3.7% | 3,184,865 | $185.8M |
| Davis R M Inc. | 3.69% | Add +2.5% | 3,159,974 | $184.4M |
| Comerica Bank | 0.70% | Reduce -0.5% | 2,862,493 | $167.0M |
| Constellation Investments, Inc. | 7.71% | Add +79.6% | 2,782,000 | $162.3M |
| First Financial Bankshares Inc | 3.37% | Add +1.5% | 2,676,577 | $156.2M |
| Accredited Investors Inc. | 9.68% | Reduce -0.2% | 2,671,642 | $155.9M |
| Cetera Investment Advisers | 0.30% | Add +3.8% | 2,666,377 | $155.6M |
| Flputnam Investment Management Co. | 2.84% | Reduce -1.4% | 2,596,666 | $151.5M |
| Haverford Trust Co | 1.50% | Add +0.7% | 2,556,279 | $149.2M |
| FIL Ltd | 0.14% | Reduce -9.4% | 2,542,130 | $148.3M |
| Stifel Financial Corp. | 0.16% | Reduce -1.5% | 2,515,269 | $146.8M |
| Sandy Spring Bank | 6.09% | Add +1.3% | 2,482,907 | $144.9M |
| Osaic Holdings, Inc. | 0.32% | Add +12.1% | 2,459,692 | $143.5M |
| Rockefeller Capital Management L.P. | 0.34% | Add +2.3% | 2,329,982 | $136.0M |
| Members Trust Co | 4.63% | Add +0.2% | 2,278,986 | $133.0M |
| Greenleaf Trust | 1.21% | Reduce -2.4% | 2,272,799 | $132.6M |
| UMB Bank, n.a. | 2.17% | Reduce -3.4% | 2,257,242 | $131.7M |
| Sand Hill Global Advisors, LLC | 5.42% | Add +2.5% | 2,253,629 | $131.5M |
| Connecticut Wealth Management, LLC | 6.85% | Add +9.5% | 2,240,575 | $130.7M |
| Alaska Permanent Capital Management, LLC | 11.00% | Reduce -2.9% | 2,238,001 | $130.5M |
| Captrust Financial Advisors | 0.33% | Add +34.7% | 2,223,498 | $129.7M |
| BLB&B Advisors, LLC | 6.50% | Add +4.3% | 2,189,702 | $127.8M |
| Bokf, NA | 2.13% | Reduce -0.3% | 2,068,072 | $120.7M |
| Sigma Investment Counselors Inc. | 7.12% | Reduce -2.7% | 1,996,043 | $116.5M |
| Cahaba Wealth Management, Inc. | 9.16% | Add +2.6% | 1,897,636 | $110.7M |
| Fiduciary Trust Co | 1.45% | Add +1.8% | 1,895,732 | $110.6M |
| Voya Investment Management LLC | 0.14% | Add +67.3% | 1,775,949 | $103.6M |
| Whittier Trust Co. | 1.41% | Add +1.7% | 1,738,884 | $101.4M |
| Hamilton Capital, LLC | 6.12% | Add +13300.9% | 1,732,602 | $101.1M |
| Focus Partners Wealth | 0.25% | Add +8.6% | 1,710,588 | $99.8M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -4.4% | 1,665,942 | $97.2M |
| Steward Partners Investment Advisory, LLC | 0.85% | Add +3.2% | 1,647,131 | $96.1M |
| Badgley Phelps Wealth Managers, LLC | 2.31% | Add +3.4% | 1,641,452 | $95.8M |
| M&T Bank Corp | 0.34% | Add +3.0% | 1,604,635 | $93.6M |
| Farmers & Merchants Investments Inc. | 2.96% | Add +4.0% | 1,595,279 | $93.1M |
| Acropolis Investment Management, LLC | 5.51% | Add +1.0% | 1,591,955 | $92.9M |
| Linscomb Wealth, Inc. | 4.54% | Reduce -0.2% | 1,560,787 | $91.1M |
| Ensign Peak Advisors, Inc | 0.17% | Add +10.0% | 1,556,031 | $90.8M |
| State Street Corp. | 0.00% | Add +17.6% | 1,502,441 | $87.7M |
| First Interstate Bank | 5.15% | Add +0.7% | 1,479,545 | $86.3M |
| Temasek Holdings (Private) Ltd | 0.35% | New | 1,472,640 | $85.9M |
| Lutz Financial Services LLC | 6.97% | Add +0.9% | 1,458,552 | $85.1M |
| Bessemer Group Inc. | 0.15% | Reduce -2.3% | 1,452,416 | $84.7M |
| Klingman & Associates, LLC | 5.12% | Add +3.6% | 1,432,678 | $83.6M |
| BOK Financial Private Wealth, Inc. | 6.03% | Add +2.8% | 1,375,706 | $80.3M |
| Chandler Asset Management, Inc. | 15.13% | Add +10.2% | 1,375,303 | $80.2M |
| Blair William & Co. | 0.24% | Add +103.7% | 1,373,121 | $80.1M |
| State of Michigan Retirement System | 0.46% | Reduce -33.7% | 1,361,710 | $79.5M |
| Legacy Wealth Management, LLC | 5.23% | Reduce -1.1% | 1,345,242 | $78.5M |
| Sage Financial Group Inc. | 6.23% | Add +3.2% | 1,321,033 | $77.1M |
| Janney Montgomery Scott LLC | 0.22% | Add +3.8% | 1,320,818 | $77.1M |
| RMR Wealth Builders | 8.08% | Add +8.2% | 1,315,097 | $76.7M |
| Full Sail Capital, LLC | 4.84% | Reduce -1.0% | 1,283,100 | $74.9M |
| Lee Financial Co | 11.36% | Reduce -0.9% | 1,274,772 | $74.4M |
| Ally Invest Advisors Inc. | 6.34% | Add +1.5% | 1,268,301 | $74.0M |
| RKL Wealth Management LLC | 6.83% | Add +7.1% | 1,242,930 | $72.5M |
| Planning Alternatives Ltd. | 11.09% | Add +4.1% | 1,239,165 | $72.3M |
| Tiaa Trust, National Association | 0.22% | Add +1.0% | 1,209,873 | $70.6M |
| Equitable Holdings, Inc. | 0.64% | Reduce -1.9% | 1,163,540 | $67.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 14.61% | Add +1.4% | 1,230,689 | $67.8M |
| Goelzer Investment Management, Inc. | 3.89% | Add +1.6% | 1,151,952 | $67.2M |
| Mesirow Financial Investment Management, Inc. | 1.29% | Add +137.4% | 1,141,072 | $66.6M |
| Ballentine Partners, LLC | 1.15% | Reduce -0.9% | 1,133,905 | $66.2M |
| Vicus Capital | 6.14% | Reduce -12.0% | 1,130,641 | $66.0M |
| Harbour Investments, Inc. | 1.87% | Add +3.1% | 1,123,512 | $65.6M |
| Moneta Group Investment Advisors LLC | 0.90% | Add +2.1% | 1,122,054 | $65.5M |
| Tarbox Family Office, Inc. | 10.84% | Reduce -0.9% | 1,117,693 | $65.2M |
| Stratos Wealth Partners, LTD. | 1.00% | Reduce -0.6% | 1,106,990 | $64.6M |
| Cape Cod Five Cents Savings Bank | 5.90% | No change | 1,033,266 | $64.4M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +3.7% | 1,095,079 | $63.9M |
| Alliancebernstein L.P. | 0.02% | Add +4.6% | 1,082,154 | $63.1M |
| Coldstream Capital Management Inc. | 1.33% | Add +262.2% | 1,070,479 | $62.5M |
| DT Investment Partners, LLC | 5.92% | Reduce -7.8% | 1,051,981 | $61.4M |
| Alaska Wealth Advisors, LLC | 9.58% | Add +8.6% | 1,048,052 | $61.2M |
| LVZ, Inc. | 8.01% | Reduce -2.1% | 1,046,540 | $61.1M |
| Bank of Nova Scotia | 0.14% | No change | 1,043,500 | $60.9M |
| Horizon Investments, LLC | 1.80% | Add +8.2% | 1,032,772 | $60.3M |
| Arkansas Financial Group, Inc. | 10.28% | Add +0.6% | 1,107,891 | $59.5M |
| Private Advisor Group, LLC | 0.36% | Reduce -7.7% | 1,008,552 | $58.8M |
| Cwm, LLC | 0.23% | Add +5.4% | 1,007,714 | $58.8M |
| Destination Wealth Management | 1.85% | Add +1.2% | 1,006,223 | $58.7M |
| Whittier Trust Co. of Nevada Inc. | 1.46% | Reduce -0.1% | 989,127 | $57.7M |
| Clearstead Advisors, LLC | 0.90% | Add +2.4% | 986,347 | $57.6M |
| First Horizon Advisors, Inc. | 1.60% | Reduce -1.8% | 974,097 | $56.8M |
| Bangor Savings Bank | 5.36% | Add +2.2% | 973,741 | $56.8M |
| MCF Advisors LLC | 4.08% | Add +2.8% | 972,377 | $56.7M |
| Fifth Third Wealth Advisors LLC | 2.90% | Add +8.8% | 960,825 | $56.1M |
| Kestra Advisory Services, LLC | 0.27% | Reduce -30.2% | 953,012 | $55.6M |
| Mercer Global Advisors Inc. | 0.12% | Add +5.7% | 931,985 | $54.4M |
| Valmark Advisers, Inc. | 0.82% | Reduce -0.4% | 930,610 | $54.3M |
| Waverly Advisors, LLC | 0.64% | Add +17.4% | 902,562 | $52.7M |
| Chicago Partners Investment Group LLC | 1.75% | Add +3.2% | 902,019 | $52.5M |
| Avidian Wealth Enterprises, LLC | 2.32% | Reduce -18.9% | 891,771 | $52.0M |
| Pine Ridge Advisers LLC | 4.45% | Add +0.7% | 891,140 | $52.0M |
| Litman Gregory Wealth Management LLC | 4.36% | New | 870,956 | $50.8M |
| Arrow Financial Corp | 5.65% | Reduce -0.0% | 866,247 | $50.5M |
| CKW Financial Group | 6.23% | Add +4.2% | 850,083 | $49.9M |
| TD Asset Management Inc | 0.05% | Reduce -58.5% | 852,868 | $49.8M |
| Crewe Advisors LLC | 6.97% | Add +4.4% | 850,319 | $49.6M |
| Modera Wealth Management, LLC | 0.67% | Reduce -3.5% | 849,733 | $49.6M |
| West Paces Advisors Inc. | 11.25% | Add +1.9% | 846,561 | $49.4M |
| MassMutual Private Wealth & Trust, FSB | 1.40% | Reduce -3.1% | 827,556 | $48.3M |
| SCS Capital Management LLC | 0.61% | Add +24639.6% | 816,408 | $47.6M |
| Private Wealth Asset Management, LLC | 6.83% | — | 814,266 | $47.5M |
| CW Advisors, LLC | 0.56% | Add +2.1% | 801,253 | $46.8M |
| HSBC Holdings PLC | 0.03% | Add +2.7% | 796,784 | $46.5M |
| JNBA Financial Advisors | 4.81% | Add +3.0% | 794,715 | $46.4M |
| First Business Financial Services, Inc. | 4.55% | Add +5.1% | 793,501 | $46.3M |
| Phillips Financial Management, LLC | 3.56% | Reduce -5.3% | 789,327 | $46.1M |
| Marcum Wealth, LLC | 3.97% | Add +3.3% | 785,794 | $45.9M |
| Truefg, LLC | 15.04% | Add +4.3% | 782,994 | $45.7M |
| Magnus Financial Group LLC | 4.39% | Add +4.0% | 774,389 | $45.2M |
| MBL Wealth, LLC | 4.57% | Add +2.3% | 773,320 | $45.1M |
| American Trust | 11.00% | Add +2.3% | 764,679 | $44.6M |
| Axxcess Wealth Management, LLC | 1.22% | Add +1.0% | 763,901 | $44.6M |
| Grove Bank & Trust | 5.92% | Add +0.7% | 759,661 | $44.3M |
| MainStreet Investment Advisors LLC | 6.45% | Reduce -3.0% | 759,194 | $44.3M |
| Retirement Income Solutions, Inc. | 9.21% | Reduce -13.8% | 754,344 | $44.0M |
| RTD Financial Advisors, Inc. | 5.89% | Add +2.7% | 750,916 | $43.8M |
| Journey Advisory Group, LLC | 3.53% | Reduce -1.2% | 737,681 | $43.0M |
| Quadrant Capital Group LLC | 1.59% | Reduce -4.8% | 732,678 | $42.8M |
| Wealthquest Corp | 3.55% | Add +3.9% | 728,070 | $42.5M |
| Bank of Stockton | 13.50% | Reduce -3.2% | 726,240 | $42.4M |
| Ameritas Advisory Services, LLC | 1.69% | Reduce -5.3% | 695,984 | $41.8M |
| Trilogy Capital Inc. | 2.19% | Add +102.4% | 714,918 | $41.7M |
| Single Point Partners, LLC | 9.68% | Add +2.2% | 706,625 | $41.2M |
| Portland Global Advisors LLC | 5.19% | Add +3.2% | 705,870 | $41.2M |
| Capital Asset Advisory Services LLC | 2.08% | Add +1.9% | 684,409 | $40.8M |
| JFS Wealth Advisors, LLC | 2.76% | Reduce -0.1% | 698,268 | $40.7M |
| Apollon Wealth Management, LLC | 0.88% | Add +22.6% | 689,065 | $40.2M |
| Resonant Capital Advisors, LLC | 2.80% | Add +3.5% | 689,009 | $40.2M |
| Chesley Taft & Associates LLC | 1.94% | Add +0.7% | 687,424 | $40.1M |
| Hancock Whitney Corp. | 1.31% | Add +20.6% | 685,682 | $40.0M |
| Graypoint LLC | 2.48% | Add +6.5% | 680,868 | $39.7M |
| NorthCoast Asset Management LLC | 0.20% | Add +3.2% | 679,451 | $39.6M |
| Evermay Wealth Management LLC | 5.20% | Reduce -1.9% | 678,502 | $39.6M |
| Atria Wealth Solutions, Inc. | 0.47% | Reduce -0.8% | 674,437 | $39.4M |
| Intrust Bank NA | 3.84% | Add +7.0% | 664,857 | $38.8M |
| Fiera Capital Corp | 0.14% | Reduce -4.2% | 664,589 | $38.8M |
| BNP Paribas Financial Markets | 0.03% | Reduce -55.8% | 663,161 | $38.7M |
| Bell Bank | 2.09% | New | 662,366 | $38.6M |
| Fulton Breakefield Broenniman LLC | 2.79% | Add +6.0% | 662,361 | $38.6M |
| Bartlett & Co. Wealth Management LLC | 0.56% | Add +7.5% | 654,930 | $38.2M |
| Nadler Financial Group, Inc. | 4.23% | Add +0.2% | 654,879 | $38.2M |
| Avantax Advisory Services, Inc. | 0.23% | Add +3.4% | 642,433 | $37.5M |
| FORM Wealth Advisors, LLC | 5.06% | — | 638,284 | $37.2M |
| New England Professional Planning Group Inc. | 18.47% | Add +3.1% | 635,682 | $37.1M |
| Summit Financial Strategies, Inc. | 3.72% | Add +4.0% | 631,687 | $36.9M |
| Envestnet Portfolio Solutions, Inc. | 0.14% | Add +1.7% | 628,288 | $36.7M |
| Sax Wealth Advisors, LLC | 2.62% | Add +0.8% | 626,309 | $36.5M |
| Lazard Asset Management LLC | 0.06% | Reduce -1.2% | 621,233 | $36.2M |
| Oppenheimer & Co. Inc. | 0.54% | Add +11.7% | 617,043 | $36.0M |
| Lowe Brockenbrough & Co. Inc. | 2.36% | Reduce -2.0% | 614,400 | $35.9M |
| ESL Trust Services, LLC | 8.08% | Add +0.2% | 613,911 | $35.8M |
| Thrivent Financial for Lutherans | 0.08% | Add +2.7% | 586,193 | $35.6M |
| Johnson Investment Counsel Inc. | 0.34% | Reduce -0.9% | 606,371 | $35.4M |
| Voya Financial Advisors, Inc. | 3.88% | Reduce -8.5% | 603,680 | $35.1M |
| Cim Investment Management Inc. | 8.00% | Add +100.8% | 580,661 | $35.0M |
| Westwood Holdings Group Inc. | 0.26% | Add +30.1% | 590,405 | $34.5M |
| Allworth Financial LP | 0.19% | Add +14.6% | 601,273 | $34.2M |
| Beaumont Financial Advisors, LLC | 2.66% | Add +0.9% | 581,219 | $33.9M |
| Natixis Advisors, LLC | 0.06% | Add +7.2% | 577,020 | $33.7M |
| FineMark National Bank & Trust | 1.22% | Reduce -6.4% | 573,885 | $33.5M |
| Integrated Wealth Concepts LLC | 0.39% | Reduce -45.0% | 572,380 | $33.4M |
| CJM Wealth Advisers, Ltd. | 11.68% | Add +1.3% | 566,801 | $33.1M |
| RiverFront Investment Group, LLC | 0.73% | Add +26.5% | 563,444 | $32.9M |
| Citigroup Inc. | 0.02% | Add +1.8% | 558,845 | $32.6M |
| NewSquare Capital LLC | 2.66% | Add +3.5% | 558,637 | $32.6M |
| Diversified Trust Co. | 0.80% | Add +0.0% | 553,002 | $32.3M |
| Hudock, Inc. | 5.53% | Add +0.0% | 542,354 | $31.6M |
| Barclays PLC | 0.01% | Add +12883.1% | 527,763 | $30.8M |
| Greenwood Gearhart LLC | 2.11% | Add +13.7% | 522,791 | $30.5M |
| Capital Investment Advisors, LLC | 0.60% | Add +1.1% | 522,105 | $30.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.73% | Reduce -2.5% | 518,795 | $30.3M |
| Callan Family Office, LLC | 2.25% | Add +8.1% | 514,454 | $30.0M |
| Sequoia Financial Advisors, LLC | 0.23% | Add +159.6% | 514,278 | $30.0M |
| United Capital Financial Advisors, LLC | 0.26% | Reduce -0.0% | 511,601 | $29.9M |
| Old Second National Bank of Aurora | 7.01% | Reduce -2.0% | 510,119 | $29.8M |
| Financial Counselors Inc. | 0.45% | Reduce -1.0% | 509,064 | $29.7M |
| D.A. Davidson & Co. | 0.24% | Add +4.3% | 503,638 | $29.4M |
| Human Investing LLC | 5.14% | Add +4.3% | 500,277 | $29.2M |
| Bristlecone Advisors, LLC | 2.36% | Add +0.5% | 494,031 | $28.8M |
| Scotia Capital Inc. | 0.15% | Add +135.6% | 490,836 | $28.6M |
| Graves Light Lenhart Wealth, Inc. | 3.51% | Add +1.8% | 490,165 | $28.6M |
| Wilmington Savings Fund Society, FSB | 0.53% | Reduce -1.0% | 485,802 | $28.3M |
| Ritter Daniher Financial Advisory LLC / DE | 7.71% | Add +3.3% | 484,735 | $28.3M |
| Bar Harbor Wealth Management | 1.85% | Add +1.3% | 477,896 | $27.9M |
| Choreo, LLC | 0.43% | Reduce -11.0% | 476,738 | $27.8M |
| Sagespring Wealth Partners, LLC | 0.70% | Reduce -34.8% | 475,403 | $27.7M |
| CIBC Private Wealth Group LLC | 0.06% | Add +0.3% | 538,456 | $27.5M |
| Shoker Investment Counsel, Inc. | 9.29% | Add +0.6% | 471,416 | $27.5M |
| Urban Financial Advisory Corp | 15.14% | Reduce -2.5% | 469,637 | $27.4M |
| Zions Bancorporation, National Association | 1.73% | — | 469,306 | $27.4M |
| YHB Investment Advisors, Inc. | 2.28% | Add +0.6% | 468,500 | $27.3M |
| Macquarie Group Ltd. | 0.03% | Reduce -33.8% | 466,001 | $27.2M |
| Ashton Thomas Private Wealth, LLC | 1.02% | Add +1.8% | 457,822 | $26.7M |
| Savant Capital, LLC | 0.23% | Reduce -1.1% | 456,059 | $26.6M |
| Courier Capital LLC | 1.73% | Add +25.8% | 453,027 | $26.4M |
| Titleist Asset Management, LLC | 3.00% | Add +52.9% | 442,257 | $25.8M |
| Nations Financial Group Inc, /Ia/ | 1.95% | Add +0.4% | 438,409 | $25.6M |
| Bailard, Inc. | 0.65% | Add +5.4% | 434,628 | $25.4M |
| Arcataur Capital Management LLC | 8.54% | Add +6.2% | 429,243 | $25.0M |
| Verde Capital Management | 7.12% | Add +4.1% | 428,794 | $25.0M |
| Advisory Services Network, LLC | 0.48% | Add +2.9% | 428,347 | $25.0M |
| Catalyst Financial Partners LLC | 4.58% | Add +3.9% | 426,653 | $24.9M |
| Randolph Co Inc | 2.89% | Reduce -1.1% | 423,293 | $24.7M |
| Alps Advisors Inc. | 0.14% | Add +0.7% | 423,262 | $24.7M |
| New York Life Investment Management LLC | 0.25% | Reduce -12.9% | 420,079 | $24.5M |
| Wealth Advisory Solutions, LLC | 6.45% | Reduce -4.4% | 417,900 | $24.4M |
| NewEdge Advisors, LLC | 0.14% | Reduce -4.4% | 417,503 | $24.4M |
| Dupont Capital Management Corp. | 2.69% | Add +7.4% | 416,055 | $24.3M |
| BlueStem Wealth Partners, LLC | 3.30% | Reduce -49.7% | 414,318 | $24.2M |
| Serenus Wealth Advisors, LLC | 4.01% | Reduce -2.9% | 414,254 | $24.2M |
| Brand Asset Management Group, Inc. | 10.03% | Add +1.9% | 411,957 | $24.0M |
| West Financial Advisors, LLC | 4.47% | Add +3.0% | 403,084 | $23.5M |
| LGL Partners, LLC | 11.31% | Add +1.0% | 401,718 | $23.4M |
| Kanawha Capital Management LLC | 1.80% | Reduce -0.6% | 398,103 | $23.2M |
| Investments & Financial Planning, LLC | 15.04% | Reduce 0.0% | 396,879 | $23.2M |
| Fort Washington Investment Advisors Inc. | 0.14% | Reduce -6.7% | 394,253 | $23.0M |
| Lido Advisors, LLC | 0.14% | Reduce -3.0% | 393,098 | $22.9M |
| Mullooly Asset Management, Inc. | 10.40% | — | 392,814 | $22.9M |
| Summit Financial, LLC | 0.64% | Add +99.2% | 391,386 | $22.8M |
| OneDigital Investment Advisors LLC | 0.27% | Reduce -0.3% | 390,487 | $22.8M |
| Journey Strategic Wealth LLC | 0.79% | Add +23.5% | 389,152 | $22.7M |
| Beacon Pointe Advisors, LLC | 0.26% | Reduce -2.0% | 388,920 | $22.7M |
| Baron Silver Stevens Financial Advisors, LLC | 3.96% | Reduce -2.8% | 388,240 | $22.7M |
| Bryant Woods Investment Advisors, LLC | 10.85% | Reduce -0.6% | 386,706 | $22.6M |
| Salomon & Ludwin, LLC | 2.40% | Reduce -1.9% | 385,807 | $22.5M |
| King Wealth Management Group | 3.41% | Add +1.1% | 385,488 | $22.5M |
| VestGen Advisors, LLC | 1.01% | — | 379,536 | $22.1M |
| Concurrent Investment Advisors, LLC | 0.54% | Reduce -7.5% | 378,527 | $22.1M |
| Iowa State Bank | 4.66% | Add +4.5% | 376,359 | $22.0M |
| TD Private Client Wealth LLC | 0.60% | Reduce -3.2% | 375,378 | $21.9M |
| Twele Capital Management, Inc. | 4.64% | Add +7.7% | 375,184 | $21.9M |
| Gladstone Institutional Advisory LLC | 1.00% | Add +13.1% | 367,244 | $21.4M |
| Wealthspire Retirement, LLC | 1.69% | Add +24.8% | 365,071 | $21.3M |
| Johnson Financial Group, Inc. | 1.04% | Add +5.6% | 362,897 | $21.2M |
| Sanctuary Advisors, LLC | 0.15% | Add +15.5% | 362,653 | $21.2M |
| Horan Capital Advisors, LLC. | 7.13% | Add +1.0% | 362,514 | $21.2M |
| Harbor Group, Inc. | 4.23% | Reduce -24.6% | 362,443 | $21.1M |
| Anb Bank | 9.44% | Add +4.5% | 362,070 | $21.1M |
| McKinley Carter Wealth Services, Inc. | 1.30% | Add +30.3% | 361,468 | $21.1M |
| Argent Trust Co | 0.87% | Add +0.1% | 361,394 | $21.1M |
| Kestra Private Wealth Services, LLC | 0.35% | Add +2.9% | 359,649 | $21.0M |
| Sigma Planning Corp | 0.67% | Reduce -5.1% | 359,567 | $21.0M |
| Drake & Associates, LLC | 5.81% | Add +3.4% | 354,075 | $20.7M |
| Glenview Trust Co | 0.40% | Add +1.1% | 353,010 | $20.6M |
| Horan Securities, Inc. | 7.79% | Add +3.0% | 353,007 | $20.6M |
| Altus Wealth Management, LLC | 9.54% | Reduce -0.3% | 349,318 | $20.4M |
| London Co. of Virginia | 0.12% | Reduce -15.4% | 349,141 | $20.4M |
| Coastline Trust Co | 2.53% | Add +1.1% | 348,418 | $20.3M |
| Stockman Wealth Management, Inc. | 3.00% | Add +1896.5% | 347,537 | $20.3M |
| Atlantic Edge Private Wealth Management, LLC | 6.19% | Add +8.5% | 347,372 | $20.3M |
| Nan Fung Trinity (hk) Ltd. | 3.20% | New | 346,300 | $20.2M |
| Texas Capital Bank Wealth Management Services Inc | 2.03% | Add +38.1% | 344,563 | $20.1M |
| jvl associates llc | 8.05% | Reduce -1.0% | 342,015 | $20.0M |
| Tompkins Financial Corp. | 1.90% | Add +0.3% | 340,432 | $19.9M |
| Enterprise Bank & Trust Co | 7.67% | Reduce -7.8% | 340,382 | $19.9M |
| Proathlete Wealth Management LLC | 7.24% | Add +6.3% | 340,235 | $19.9M |
| Trust Co. of Vermont | 0.99% | Add +8.2% | 339,017 | $19.8M |
| Alpine Bank Wealth Management | 3.17% | — | 338,182 | $19.7M |
| Pinnacle Associates Ltd. | 0.29% | Add +5.7% | 335,574 | $19.6M |
| Financial Management Network Inc. | 4.36% | Add +13.3% | 370,389 | $19.4M |
| Conning Inc. | 0.71% | No change | 330,740 | $19.3M |
| Montag A & Associates Inc. | 0.97% | Reduce -2.4% | 330,201 | $19.3M |
| Perigon Wealth Management, LLC | 0.49% | Reduce -26.6% | 328,480 | $19.2M |
| Pinnacle Financial Partners Inc | 0.38% | Add +6.3% | 324,456 | $19.0M |
| Professional Advisory Services Inc. | 2.38% | Add +2.8% | 323,999 | $18.9M |
| Per Stirling Capital Management, LLC. | 2.71% | Reduce -2.0% | 323,251 | $18.9M |
| Lockheed Martin Investment Management Co. | 0.76% | No change | 321,150 | $18.7M |
| CFS Investment Advisory Services, LLC | 1.66% | Add +0.5% | 320,078 | $18.7M |
| Peninsula Asset Management Inc. | 10.36% | Reduce -2.2% | 319,885 | $18.7M |
| Madison Asset Management, LLC | 0.21% | Reduce -7.1% | 319,386 | $18.6M |
| Glenmede Trust Co. NA | 0.10% | Reduce -6.9% | 318,534 | $18.6M |
| Principal Financial Group Inc. | 0.01% | Add +11.4% | 317,176 | $18.5M |
| Arkos Global Advisors | 2.68% | Reduce -1.8% | 312,401 | $18.2M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +0.3% | 310,129 | $18.2M |
| Valley Forge Investment Consultants Inc. Adv | 6.47% | Add +0.7% | 311,741 | $18.2M |
| EP Wealth Advisors, LLC | 0.14% | Reduce -1.1% | 309,728 | $18.1M |
| Dynamic Advisor Solutions LLC | 0.59% | Add +4.5% | 308,833 | $18.0M |
| DHJJ Financial Advisors, Ltd. | 7.18% | Reduce -1.1% | 305,599 | $17.8M |
| Greenup Street Wealth Management LLC | 3.52% | Add +8.3% | 304,650 | $17.8M |
| PKS Advisory Services, LLC | 4.86% | Add +3.3% | 304,151 | $17.7M |
| Ironwood Financial, llc | 3.79% | Add +2.3% | 302,884 | $17.7M |
| Smithfield Trust Co | 0.88% | Add +3.8% | 302,188 | $17.6M |
| Harbour Trust & Investment Management Co | 2.13% | Add +3.4% | 300,852 | $17.6M |
| Marietta Wealth Management, LLC | 2.57% | Add +1.6% | 299,576 | $17.5M |
| Lynch & Associates | 3.77% | Add +1.2% | 298,852 | $17.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.62% | Add +6.2% | 297,644 | $17.4M |
| Caliber Wealth Management, LLC / KS | 2.36% | — | 296,975 | $17.3M |
| Soltis Investment Advisors LLC | 1.55% | Reduce -4.9% | 296,947 | $17.3M |
| Whitcomb & Hess, Inc. | 5.19% | Add +1.1% | 294,033 | $17.2M |
| Nottingham Advisors, Inc. | 2.62% | Reduce -26.0% | 293,632 | $17.1M |
| Orin Green Financial, LLC | 8.05% | New | 318,498 | $17.1M |
| Centerpoint Advisors, LLC | 6.27% | Add +8.1% | 290,657 | $17.0M |
| Citizens & Northern Corp. | 4.78% | Add +16.3% | 290,628 | $17.0M |
| Crescent Grove Advisors, LLC | 1.76% | Add +0.4% | 289,121 | $16.9M |
| Trifecta Capital Advisors, LLC | 3.53% | Add +1.7% | 289,013 | $16.9M |
| Simmons Bank | 1.27% | Reduce -5.0% | 288,590 | $16.8M |
| First National Trust Co | 0.68% | Reduce -7.3% | 287,758 | $16.8M |
| Leavell Investment Management, Inc. | 0.83% | Reduce -1.5% | 287,251 | $16.8M |
| Brown Advisory Inc. | 0.02% | Add +35.9% | 285,424 | $16.7M |
| Independent Financial Group, LLC | 0.57% | Reduce -2.3% | 283,145 | $16.5M |
| Artemis Wealth Advisors, LLC | 2.97% | New | 282,963 | $16.5M |
| Newton One Investments LLC | 5.86% | Add +1.2% | 280,857 | $16.4M |
| TRUE Private Wealth Advisors | 1.98% | Reduce -38.4% | 279,956 | $16.3M |
| Atlanta Consulting Group Advisors, LLC | 4.77% | Add +38.9% | 279,758 | $16.3M |
| PACK Private Wealth, LLC | 9.63% | Reduce -0.1% | 277,476 | $16.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.18% | Reduce -2.4% | 277,265 | $16.2M |
| First Nebraska Trust Co | 1.59% | Add +4.2% | 275,999 | $16.1M |
| Burns J W & Co. Inc. | 2.09% | Add +2.7% | 275,747 | $16.1M |
| Financial Advocates Investment Management | 1.13% | Reduce -30.9% | 275,656 | $16.1M |
| Brown Brothers Harriman & Co. | 0.11% | Reduce -7.7% | 274,536 | $16.0M |
| Instrumental Wealth, LLC | 14.42% | Add +28.8% | 281,308 | $15.9M |
| Marino, Stram & Associates LLC | 3.53% | Add +2.0% | 272,272 | $15.9M |
| 49 Wealth Management, LLC | 1.91% | Add +3156.5% | 271,495 | $15.8M |
| Avondale Wealth Management | 9.95% | Add +6.2% | 270,871 | $15.8M |
| 1ST Source Bank | 0.93% | Add +6.8% | 270,166 | $15.8M |
| Asset Management Group, Inc. | 2.90% | Add +6.8% | 268,929 | $15.7M |
| Holland Advisory Services, Inc. | 23.67% | Add +26.7% | 267,450 | $15.6M |
| Cambridge Advisors Inc. | 3.41% | Add +0.1% | 266,940 | $15.6M |
| Turtle Creek Wealth Advisors, LLC | 2.30% | Add +16.3% | 264,587 | $15.4M |
| Cape Ann Savings Bank | 9.68% | Reduce -3.1% | 264,467 | $15.4M |
| FSM Wealth Advisors, LLC | 3.45% | Add +3.8% | 262,617 | $15.3M |
| Lodestar Private Asset Management LLC | 1.91% | Add +3.0% | 260,433 | $15.2M |
| Acima Private Wealth, LLC | 5.43% | Reduce -11.9% | 259,425 | $15.1M |
| Evernest Financial Advisors, LLC | 5.39% | Add +0.4% | 257,227 | $15.0M |
| CBM Financial, LLC | 12.15% | — | 244,315 | $14.9M |
| Integrated Advisors Network LLC | 0.75% | Reduce -51.6% | 254,721 | $14.9M |
| Kelman-Lazarov, Inc. | 2.69% | Add +1.6% | 254,011 | $14.8M |
| IronBridge Private Wealth, LLC | 5.81% | Add +9.1% | 252,644 | $14.7M |
| Prime Capital Investment Advisors, LLC | 0.17% | Add +73.6% | 251,059 | $14.6M |
| Guidance Point Advisors, LLC | 4.32% | Add +2.1% | 250,594 | $14.6M |
| Clarity Wealth Advisors, LLC | 4.04% | Add +1.9% | 249,670 | $14.6M |
| Tower Wealth Partners, Inc. | 7.77% | Add +0.5% | 249,159 | $14.5M |
| Park Avenue Securities LLC | 0.18% | Add +9.3% | 247,838 | $14.5M |
| Squarepoint Ops LLC | 0.04% | New | 247,529 | $14.4M |
| Smith, Moore & Co. | 1.33% | Add +4.5% | 246,332 | $14.4M |
| Platt Investment Counsel, LLC | 14.18% | Add +4.5% | 246,319 | $14.4M |
| WASHINGTON TRUST Co | 0.55% | Add +14.8% | 246,242 | $14.4M |
| Traynor Capital Management, Inc. | 1.21% | Reduce -5.6% | 245,592 | $14.3M |
| Common Fund for Nonprofit Organizations | 1.59% | Add +0.3% | 244,811 | $14.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.08% | Add +30.9% | 244,774 | $14.3M |
| Accretive Wealth Partners, LLC | 5.04% | Add +15.3% | 245,582 | $14.3M |
| BostonPremier Wealth LLC | 8.77% | Add +1.8% | 242,141 | $14.1M |
| Core Wealth Advisors, Inc. | 4.49% | Reduce -4.0% | 241,974 | $14.1M |
| Eley Financial Management, Inc | 5.65% | Add +2.7% | 240,220 | $14.1M |
| Vantage Financial Partners, LLC | 3.47% | Add +1.1% | 239,044 | $13.9M |
| Hubbell Strickland Wealth Management, LLC | 6.59% | Add +2.6% | 238,704 | $13.9M |
| Burkett Financial Services, LLC | 5.67% | Add +2.0% | 238,525 | $13.9M |
| Norris Perne & French LLP | 1.05% | Reduce -2.2% | 238,272 | $13.9M |
| Mechanics Financial Corp | 6.31% | Add +1.4% | 238,210 | $13.9M |
| AdvisorNet Financial, Inc | 1.02% | Add +13.2% | 235,820 | $13.8M |
| FFT Wealth Management LLC | 2.86% | Reduce -0.1% | 234,044 | $13.7M |
| PDS Planning, Inc | 1.15% | Add +5.3% | 233,869 | $13.6M |
| Southeast Asset Advisors, LLC | 1.66% | Add +270.5% | 232,442 | $13.6M |
| Freedom Investment Management, Inc. | 1.14% | Add +4.1% | 232,246 | $13.6M |
| Windsor Capital Management, LLC | 4.14% | Add +3.3% | 231,210 | $13.5M |
| Ironwood Wealth Management, LLC. | 4.13% | Add +3.5% | 230,697 | $13.5M |
| Pacific Center for Financial Services | 3.56% | Reduce -1.3% | 230,180 | $13.4M |
| Equitable Trust Co. | 0.74% | Add +3.0% | 229,680 | $13.4M |
| Galvin, Gaustad & Stein, LLC | 1.21% | Add +7.5% | 227,876 | $13.3M |
| Rhumbline Advisers | 0.01% | Add +43.5% | 227,256 | $13.3M |
| Apella Capital, LLC | 0.45% | Add +2958.7% | 236,528 | $13.2M |
| Winthrop Advisory Group LLC | 1.59% | Reduce -4.4% | 226,381 | $13.2M |
| CoreCap Advisors, LLC | 0.58% | Reduce -1.4% | 226,220 | $13.2M |
| Curi Capital, LLC | 0.33% | Reduce -32.8% | 226,129 | $13.2M |
| Robinswood Financial LLC | 4.87% | Add +1.1% | 225,708 | $13.2M |
| Armor Investment Advisors, LLC | 5.41% | Add +1.3% | 224,161 | $13.1M |
| Cibc World Market Inc. | 0.03% | Reduce -1.9% | 223,410 | $13.0M |
| Guardian Wealth Advisors, LLC | 8.34% | Add +9.8% | 222,703 | $13.0M |
| MKD Wealth Coaches, LLC | 14.62% | Add +3314.0% | 221,466 | $12.9M |
| Argent Advisors, Inc. | 4.31% | Reduce -2.6% | 220,430 | $12.9M |
| Colonial Trust Advisors | 1.14% | Add +1.5% | 219,992 | $12.8M |
| Centaurus Financial, Inc. | 0.77% | Add +3.4% | 218,406 | $12.7M |
| Consilio Wealth Advisors, LLC | 5.29% | Add +3.5% | 216,883 | $12.7M |
| LTG Capital LLC | 11.54% | Add +0.4% | 216,859 | $12.7M |
| Ancora Advisors LLC | 0.28% | Reduce -1.6% | 216,185 | $12.6M |
| Gallagher Capital Advisors, LLC | 9.61% | Reduce -0.5% | 216,119 | $12.6M |
| Beacon Financial Planning, Inc. | 7.23% | Reduce -1.6% | 215,450 | $12.6M |
| American Financial Advisors, LLC | 1.82% | Reduce -1.6% | 215,443 | $12.6M |
| Ameritas Investment Partners, Inc. | 0.43% | Add +7.8% | 214,529 | $12.5M |
| Robertson Stephens Wealth Management, LLC | 0.47% | Add +4.0% | 213,886 | $12.5M |
| River Street Advisors LLC | 6.15% | Add +4.4% | 212,838 | $12.4M |
| Western Wealth Management, LLC | 0.82% | Reduce -5.7% | 212,821 | $12.4M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -12.2% | 211,422 | $12.3M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -12.2% | 211,422 | $12.3M |
| Forbes J M & Co. LLP | 1.19% | Add +5.0% | 210,797 | $12.3M |
| Neumann Capital Management, LLC | 4.25% | Add +1.0% | 210,656 | $12.3M |
| Rwa Wealth Partners, LLC | 0.15% | Reduce -18.7% | 209,867 | $12.2M |
| First Bank & Trust | 2.36% | Add +13.3% | 208,696 | $12.2M |
| Pittenger & Anderson Inc. | 0.45% | Reduce -4.6% | 208,149 | $12.1M |
| Arkadios Wealth Advisors | 0.46% | Add +133.3% | 207,903 | $12.1M |
| Highview Capital Management LLC | 5.07% | Add +6.8% | 207,723 | $12.1M |
| Walkner Condon Financial Advisors LLC | 2.44% | Add +209.5% | 206,887 | $12.1M |
| IFG Advisory, LLC | 0.67% | Reduce -28.1% | 205,886 | $12.0M |
| SWS Partners | 3.90% | Reduce -0.1% | 203,849 | $11.9M |
| Petix & Botte Co | 3.13% | Reduce -13.4% | 203,412 | $11.9M |
| Meridian Wealth Management, LLC | 0.57% | Reduce -1.1% | 201,708 | $11.8M |
| Encompass Wealth Advisors, LLC | 4.75% | Add +3.3% | 200,130 | $11.7M |
| AAF Wealth Management, LLC | 6.30% | Reduce -31.3% | 200,039 | $11.7M |
| Spire Wealth Management | 0.37% | Reduce -16.6% | 198,770 | $11.6M |
| SageView Advisory Group, LLC | 0.49% | Add +39.3% | 198,611 | $11.6M |
| Coyle Financial Counsel LLC | 3.54% | Add +14.3% | 198,593 | $11.6M |
| Riverpoint Wealth Management Holdings, LLC | 2.99% | Add +2.2% | 198,562 | $11.6M |
| Capital Investment Counsel, LLC | 1.91% | Reduce -1.6% | 197,821 | $11.5M |
| Waldron Private Wealth LLC | 0.54% | Reduce -0.9% | 197,518 | $11.5M |
| Wealthcare Advisory Partners LLC | 0.31% | Add +1.7% | 197,112 | $11.5M |
| Simon Quick Advisors, LLC | 0.65% | Reduce -1.6% | 197,010 | $11.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -34.8% | 196,427 | $11.5M |
| Farther Finance Advisors, LLC | 0.29% | Add +50.0% | 195,302 | $11.5M |
| Little House Capital LLC | 3.14% | Add +30.4% | 195,792 | $11.4M |
| IFG Advisors, LLC | 2.20% | Add +16.1% | 195,418 | $11.4M |
| First Hawaiian Bank | 1.66% | Reduce -72.9% | 194,779 | $11.4M |
| GFS Advisors, LLC | 2.25% | Add +3.0% | 192,247 | $11.2M |
| Montecito Bank & Trust | 1.98% | Add +0.2% | 191,689 | $11.2M |
| May Hill Capital, LLC | 4.20% | Add +0.3% | 190,954 | $11.1M |
| Principal Securities, Inc. | 0.25% | No change | 178,111 | $11.1M |
| KFA Private Wealth Group, LLC | 3.88% | Add +56.5% | 190,118 | $11.1M |
| Hardy Reed LLC | 0.98% | Add +0.1% | 189,796 | $11.1M |
| Madison Wealth Partners, Inc | 2.73% | Add +1.5% | 189,788 | $11.1M |
| KMG Fiduciary Partners, LLC | 0.92% | Reduce -12.2% | 189,743 | $11.1M |
| Hopwood Financial Services, Inc. | 8.49% | Add +1.9% | 188,496 | $11.0M |
| Fairway Wealth LLC | 4.05% | Add +14.3% | 187,702 | $11.0M |
| Synovus Financial Corp. | 0.14% | Add +7.8% | 186,625 | $10.9M |
| AMG National Trust Bank | 0.30% | Reduce -2.9% | 186,024 | $10.9M |
| Pachira Investments Inc. | 7.49% | Add +2.0% | 183,045 | $10.7M |
| MTC Wealth Management LLC | 5.21% | Add +4.9% | 181,853 | $10.6M |
| LeConte Wealth Management, LLC | 6.75% | — | 181,608 | $10.6M |
| Parallel Advisors, LLC | 0.24% | Add +20.0% | 181,273 | $10.6M |
| Towercrest Capital Management | 2.00% | Reduce -26.3% | 180,549 | $10.5M |
| Mayflower Financial Advisors, LLC | 1.60% | Add +0.9% | 180,236 | $10.5M |
| Sterling Investment Counsel, LLC | 3.60% | Add +78.2% | 180,114 | $10.5M |
| First Western Trust Bank | 0.50% | Reduce -10.8% | 179,845 | $10.5M |
| Omega Financial Group, LLC | 4.01% | Add +1.4% | 179,235 | $10.5M |
| Advisors Capital Management, LLC | 0.16% | Reduce -22.4% | 178,998 | $10.4M |
| Naples Global Advisors, LLC | 0.99% | Add +0.9% | 178,453 | $10.4M |
| Choate Investment Advisors | 0.26% | Reduce -3.5% | 178,360 | $10.4M |
| Riggs Asset Managment Co. Inc. | 2.97% | Reduce -3.6% | 178,014 | $10.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.32% | Add +3.2% | 175,508 | $10.2M |
| Commerce Bank | 0.07% | Add +2.1% | 175,484 | $10.2M |
| Affiance Financial, LLC | 2.38% | Reduce -4.6% | 175,391 | $10.2M |
| Vision Capital Management, Inc. | 1.47% | Reduce -1.5% | 174,299 | $10.2M |
| Global Wealth Management Investment Advisory, Inc. | 2.03% | Add +4.6% | 173,905 | $10.1M |
| 1 North Wealth Services LLC | 4.70% | Add +13.3% | 173,875 | $10.1M |
| Partnership Wealth Management, LLC | 8.56% | Add +0.4% | 172,798 | $10.1M |
| Olympus Wealth Management, LLC | 4.42% | Add +39.3% | 172,668 | $10.1M |
| Arcus Capital Partners, LLC | 4.04% | Reduce -11.2% | 172,529 | $10.1M |
| Meridian Management Co. | 3.12% | Reduce -8.4% | 172,395 | $10.1M |
| Proffitt & Goodson Inc. | 1.65% | Add +4.3% | 171,715 | $10.0M |
| HB Wealth Management, LLC | 0.08% | Add +18.1% | 171,638 | $10.0M |
| Matrix Private Capital Group LLC | 5.99% | Reduce -0.4% | 171,537 | $10.0M |
| Greenberg Financial Group | 4.17% | — | 147,995 | $10.0M |
| Bremer Bank National Association | 1.76% | Add +4.6% | 169,813 | $9.9M |
| Campion Asset Management | 7.63% | Add +3.8% | 169,058 | $9.9M |
| Mason Street Advisors, LLC | 1.25% | Reduce -32.0% | 168,800 | $9.8M |
| Cahill Financial Advisors Inc. | 1.34% | Add +2.3% | 168,783 | $9.8M |
| Landing Point Financial Group, LLC | 7.45% | Reduce -13.5% | 168,370 | $9.8M |
| CX Institutional | 0.37% | Add +13.5% | 167,962 | $9.8M |
| Certified Advisory Corp | 1.11% | Reduce -1.7% | 167,915 | $9.8M |
| NewEdge Wealth, LLC | 0.18% | Add +0.4% | 167,186 | $9.8M |
| Telos Capital Management, Inc. | 1.06% | Add +3.3% | 166,632 | $9.7M |
| RiverGlades Family Offices LLC | 6.99% | Add +0.3% | 166,612 | $9.7M |
| DAVENPORT & Co LLC | 0.06% | Add +3.3% | 165,944 | $9.7M |
| Avaii Wealth Management, LLC | 5.17% | Add +2779.1% | 165,837 | $9.7M |
| Carr Financial Group Corp | 3.17% | Add +0.3% | 165,588 | $9.7M |
| Country Club Bank | 0.65% | Add +9.2% | 165,811 | $9.7M |
| SoundView Advisors Inc. | 3.93% | Add +3.6% | 163,253 | $9.5M |
| Community Bank, N.A. | 1.28% | Reduce -0.0% | 163,208 | $9.5M |
| Aft, Forsyth & Sober, LLC | 3.32% | Reduce -29.7% | 163,125 | $9.5M |
| IFP Advisors, Inc | 0.29% | Add +18.1% | 162,680 | $9.5M |
| First Citizens Bank & Trust Co. | 0.24% | Add +1.6% | 162,125 | $9.5M |
| Founders Financial Securities LLC | 0.80% | Add +7.8% | 166,349 | $9.4M |
| Great Valley Advisor Group, Inc. | 0.20% | Add +1.3% | 161,387 | $9.4M |
| Dentgroup LLC | 6.99% | Add +7.5% | 159,855 | $9.3M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 159,587 | $9.3M |
| Enclave Advisors LLC | 1.58% | Reduce -10.2% | 158,868 | $9.3M |
| Evercore Wealth Management, LLC | 0.15% | Reduce -6.8% | 158,854 | $9.3M |
| Union Savings Bank | 4.53% | Reduce -5.9% | 158,738 | $9.3M |
| Ellis Investment Partners, LLC | 1.91% | Add +0.5% | 158,532 | $9.3M |
| JSF Financial, LLC | 2.42% | Reduce -0.4% | 157,527 | $9.2M |
| NTV Asset Management LLC | 1.22% | Reduce -2.7% | 157,374 | $9.2M |
| Associated Banc-Corp | 0.28% | Add +2.1% | 156,958 | $9.2M |
| Citadel Advisors | 0.01% | Reduce -46.8% | 156,814 | $9.2M |
| National Philanthropic Trust | 0.15% | Add +4.2% | 154,151 | $9.0M |
| J.W. Cole Advisors, Inc. | 0.28% | Add +8.8% | 154,033 | $9.0M |
| Harbor Advisory Corp. | 3.01% | Add +5.3% | 153,933 | $9.0M |
| Ramsay, Stattman, Vela & Price, Inc. | 1.68% | Add +0.9% | 151,793 | $8.9M |
| Stratos Investment Management, LLC | 0.47% | Add +0.8% | 151,427 | $8.8M |
| Idaho Trust Co | 3.60% | Add +0.6% | 151,387 | $8.8M |
| SPC Financial, Inc. | 0.78% | Add +5.5% | 151,161 | $8.8M |
| Zacks Investment Management | 0.08% | Reduce -0.6% | 150,302 | $8.8M |
| NorthCrest Asset Manangement, LLC | 0.27% | Reduce -9.9% | 150,237 | $8.8M |
| Fidelis Capital Partners, LLC | 0.93% | Add +83.0% | 154,601 | $8.7M |
| Rossmore Private Capital | 1.07% | Add +3.4% | 149,340 | $8.7M |
| TruWealth Advisors, LLC | 0.53% | Add +3.3% | 149,070 | $8.7M |
| Econ Financial Services Corp | 4.59% | Add +52.2% | 147,721 | $8.6M |
| Level Four Advisory Services, LLC | 0.35% | Add +25.9% | 147,599 | $8.6M |
| Precedent Wealth Partners, LLC | 2.38% | Reduce -15.0% | 146,764 | $8.6M |
| Asset Allocation Strategies LLC | 2.13% | Reduce -5.2% | 146,388 | $8.5M |
| Peoples Bank | 5.59% | Reduce -0.2% | 145,975 | $8.5M |
| Hiley Hunt Wealth Management | 4.64% | Add +0.8% | 144,963 | $8.5M |
| Atria Investments, Inc | 0.11% | Reduce -4.8% | 145,559 | $8.5M |
| Lake Street Private Wealth, LLC | 1.39% | Add +3.1% | 145,105 | $8.5M |
| Wesbanco Bank Inc. | 0.29% | Add +0.1% | 145,090 | $8.5M |
| StrongBox Wealth, LLC | 3.50% | Add +8.4% | 143,795 | $8.4M |
| Sageworth Trust Co | 0.52% | Add +771.6% | 143,225 | $8.4M |
| Independent Solutions Wealth Management, LLC | 1.85% | Add +0.9% | 140,787 | $8.3M |
| Rochester Wealth Strategies, LLC | 6.54% | — | 141,255 | $8.2M |
| Destiny Capital Corp | 5.61% | Add +7.0% | 141,022 | $8.2M |
| AtlasMark Financial, Inc | 7.60% | Add +3.6% | 140,397 | $8.2M |
| Caldwell Trust Co | 0.87% | Add +11.6% | 139,067 | $8.1M |
| BlueChip Wealth Advisors LLC | 3.98% | Reduce -5.8% | 138,937 | $8.1M |
| Elyxium Wealth, LLC | 3.59% | Reduce -0.9% | 138,768 | $8.1M |
| Strategic Financial Concepts, LLC | 1.52% | Add +13.8% | 138,722 | $8.1M |
| Finley Financial, LLC | 4.51% | Add +1.8% | 141,753 | $8.1M |
| Rice Partnership, LLC | 1.66% | Add +36.5% | 138,641 | $8.1M |
| Physician Wealth Advisors, Inc. | 1.39% | Reduce -13.4% | 138,413 | $8.1M |
| Tectonic Advisors LLC | 0.50% | Add +4.0% | 138,346 | $8.1M |
| Greenwood Capital Associates LLC | 1.09% | Add +117.6% | 138,311 | $8.1M |
| Burke & Herbert Bank & Trust Co. | 1.93% | Add +0.2% | 137,258 | $8.0M |
| Eastern Bank | 0.16% | Reduce -12.8% | 136,875 | $8.0M |
| Novare Capital Management LLC | 0.70% | Add +5.6% | 136,779 | $8.0M |
| Lee, Kelleher & Klein Wealth Management | 5.87% | Add +1.9% | 136,750 | $8.0M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -6.0% | 136,340 | $8.0M |
| New Hampshire Trust | 1.82% | Reduce -7.1% | 136,279 | $8.0M |
| Panoramic Capital Partners, LLC | 8.18% | Add +20.6% | 155,114 | $7.9M |
| Lindbrook Capital, LLC | 0.73% | Reduce -2.5% | 135,738 | $7.9M |
| Better Money Decisions, LLC | 5.28% | Reduce -1.2% | 135,662 | $7.9M |
| Colton Groome Financial Advisors, LLC | 3.07% | Reduce -5.7% | 138,984 | $7.9M |
| Dorsey & Whitney Trust CO LLC | 0.46% | Reduce -10.8% | 135,096 | $7.9M |
| Mascoma Wealth Management LLC | 1.96% | Add +11.9% | 134,895 | $7.9M |
| St. Louis Trust Co | 1.14% | Reduce -15.4% | 134,838 | $7.9M |
| YANKCOM Partnership | 4.33% | Reduce -2.6% | 134,798 | $7.9M |
| Advisory Alpha, LLC | 0.27% | Add +5.0% | 134,434 | $7.8M |
| Cullen/Frost Bankers, Inc. | 0.11% | Add +0.5% | 134,003 | $7.8M |
| PCA Investment Advisory Services Inc. | 4.13% | Add +18.2% | 133,967 | $7.8M |
| MetLife Investment Management, LLC | 0.04% | Add +4.4% | 133,110 | $7.8M |
| Richwood Investment Advisors, LLC | 6.59% | Add +3.6% | 132,935 | $7.8M |
| Vishria Bird Financial Group, LLC | 2.63% | Add +2952.8% | 132,645 | $7.7M |
| Eldridge Investment Advisors, Inc. | 1.78% | Reduce -0.3% | 132,550 | $7.7M |
| One Day In July LLC | 0.77% | Reduce -32.2% | 132,229 | $7.7M |
| Pettyjohn, Wood & White, Inc. | 1.48% | Add +0.3% | 131,990 | $7.7M |
| GHP Investment Advisors, Inc. | 0.37% | Reduce -0.1% | 131,958 | $7.7M |
| Montis Financial, LLC | 2.25% | Add +0.6% | 131,422 | $7.7M |
| RFP Financial Group LLC | 3.09% | Add +1.4% | 131,057 | $7.6M |
| Lebenthal Global Advisors, LLC | 1.43% | Add +2.5% | 131,030 | $7.6M |
| Citizens National Bank Trust Department | 1.63% | Add +1.5% | 130,673 | $7.6M |
| Wescott Financial Advisory Group, LLC | 0.79% | Add +14.6% | 130,639 | $7.6M |
| Stratos Wealth Advisors, LLC | 0.42% | Add +2.4% | 130,531 | $7.6M |
| Alley Investment Management Company, LLC | 0.94% | Add +0.6% | 128,886 | $7.5M |
| Vectors Research Management, LLC | 2.63% | Add +28.2% | 128,847 | $7.5M |
| Magnolia Capital Management Ltd. | 6.31% | Reduce -3.3% | 126,040 | $7.4M |
| GC Wealth Management RIA, LLC | 1.35% | Add +0.0% | 126,018 | $7.4M |
| Baker Tilly Wealth Management, LLC | 2.87% | Reduce -10.0% | 125,659 | $7.3M |
| Wela Strategies, Inc. | 3.08% | New | 124,914 | $7.3M |
| Nwam LLC | 0.63% | Reduce -5.5% | 124,702 | $7.3M |
| Cahill Wealth Management, LLC | 3.69% | Reduce -0.7% | 124,166 | $7.2M |
| Canal Capital Management, LLC | 1.21% | Add +2.1% | 124,056 | $7.2M |
| Ullmann Wealth Partners Group, LLC | 0.96% | Reduce -3.7% | 123,517 | $7.2M |
| First National Bank of Hutchinson | 4.75% | Add +0.7% | 123,420 | $7.2M |
| Triangle Securities Wealth Management | 1.85% | Add +6.8% | 122,968 | $7.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 122,394 | $7.1M |
| Mgo One Seven LLC | 0.28% | Reduce -10.4% | 121,695 | $7.1M |
| Topel & Distasi Wealth Management, LLC | 3.30% | Reduce -0.1% | 121,301 | $7.1M |
| Pinnacle Bancorp, Inc. | 2.30% | Reduce -1.0% | 121,029 | $7.1M |
| Elevation Point Wealth Partners, LLC | 0.61% | Add +62.9% | 121,029 | $7.1M |
| Affinity Capital Advisors, LLC | 1.40% | Add +7.3% | 129,427 | $7.0M |
| Alliance Wealth Advisors, LLC | 4.13% | Add +1.3% | 120,331 | $7.0M |
| Rogco, LP | 2.80% | Add +2.6% | 119,902 | $7.0M |
| Strategic Equity Management | 2.93% | Reduce -48.1% | 119,557 | $7.0M |
| Pennsylvania Capital Management Inc. | 2.55% | Add +1.5% | 118,748 | $6.9M |
| Ewa, LLC | 2.57% | Add +2.1% | 118,676 | $6.9M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -2.1% | 118,627 | $6.9M |
| Clarus Wealth Advisors | 3.70% | Add +18.4% | 125,223 | $6.9M |
| Old National Bancorp | 0.18% | Add +18.2% | 118,228 | $6.9M |
| Aptus Capital Advisors, LLC | 0.08% | Add +10.6% | 118,219 | $6.9M |
| Meridian Financial Advisors, LLC | 4.84% | Add +0.9% | 118,103 | $6.9M |
| Hicks Capital Management LLC | 9.12% | — | 117,863 | $6.9M |
| Bordeaux Wealth Advisors LLC | 1.27% | Reduce -13.6% | 117,611 | $6.9M |
| Capital Investment Advisory Services, LLC | 0.61% | Add +1.6% | 117,543 | $6.9M |
| Mutual Advisors, LLC | 0.20% | Add +8.9% | 121,068 | $6.9M |
| Birch Hill Investment Advisors LLC | 0.32% | Add +1.8% | 116,864 | $6.8M |
| Fiduciary Group, LLC | 0.68% | Reduce -1.8% | 116,783 | $6.8M |
| Lynx Investment Advisory | 4.54% | Reduce -3.5% | 116,702 | $6.8M |
| Exencial Wealth Advisors, LLC | 0.25% | Reduce -0.7% | 116,658 | $6.8M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -0.3% | 116,646 | $6.8M |
| Prospera Financial Services Inc | 0.16% | Add +3.1% | 116,106 | $6.8M |
| Snowden Capital Advisors LLC | 0.22% | Add +11.1% | 115,858 | $6.8M |
| SlateStone Wealth, LLC | 0.68% | Reduce -0.1% | 115,847 | $6.8M |
| New England Asset Management Inc. | 1.15% | Add +26.8% | 115,555 | $6.7M |
| SOL Capital Management CO | 0.74% | Add +10.5% | 115,329 | $6.7M |
| Sterling Investment Advisors LLC | 3.76% | Add +1.3% | 114,412 | $6.7M |
| Global Wealth Management, LLC | 3.85% | Reduce -3.0% | 114,386 | $6.7M |
| Watchman Group, Inc. | 1.87% | Reduce -3.1% | 114,376 | $6.7M |
| Boltwood Capital Management | 2.02% | Add +0.6% | 114,075 | $6.7M |
| Merit Financial Group, LLC | 0.10% | Add +17.9% | 113,918 | $6.6M |
| Crestmont Private Wealth LLC | 2.87% | Reduce -31.0% | 113,593 | $6.6M |
| Madrid Financial Services | 4.79% | Add +2352.7% | 112,801 | $6.6M |
| Bank of Hawaii | 0.38% | No change | 112,425 | $6.6M |
| Flagship Harbor Advisors, LLC | 0.34% | Add +21.0% | 112,340 | $6.6M |
| Apollon Financial, LLC | 1.55% | Add +129.7% | 112,280 | $6.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.12% | Reduce -6.8% | 112,098 | $6.5M |
| Belpointe Asset Management LLC | 0.34% | Add +2.2% | 111,938 | $6.5M |
| Opes Wealth Management LLC | 1.31% | Add +25.0% | 111,634 | $6.5M |
| JPL Wealth Management, LLC | 1.86% | Add +1.7% | 111,512 | $6.5M |
| Quad-Cities Investment Group, LLC | 3.21% | Add +2.7% | 111,417 | $6.5M |
| ADG Wealth Management Group, LLC | 6.13% | Reduce -3.5% | 111,330 | $6.5M |
| IFS Advisors, LLC | 5.27% | Add +0.1% | 111,294 | $6.5M |
| American National Bank & Trust | 0.71% | Add +2.8% | 109,617 | $6.4M |
| Pettinga Financial Advisors LLC | 1.50% | Add +1.6% | 109,394 | $6.4M |
| World Investment Advisors | 0.17% | Reduce -14.9% | 109,195 | $6.4M |
| Boyd Wealth Management, LLC | 3.16% | Add +0.4% | 108,828 | $6.4M |
| Legacy Trust | 1.53% | Reduce -0.2% | 108,799 | $6.3M |
| Pitcairn Co. | 0.38% | Add +13.0% | 108,780 | $6.3M |
| Cambiar Investors LLC | 0.27% | Reduce -33.3% | 107,434 | $6.3M |
| Alpha Financial Partners LLC | 5.02% | Add +5.1% | 107,323 | $6.3M |
| Sheets Smith Wealth Management | 0.78% | No change | 107,256 | $6.3M |
| Smith Shellnut Wilson LLC | 2.87% | Add +0.6% | 107,141 | $6.3M |
| EPG Wealth Management LLC | 1.74% | Add +2.0% | 107,007 | $6.2M |
| Financial Council, LLC | 3.37% | Add +0.1% | 106,991 | $6.2M |
| Cascade Wealth Advisors, Inc | 4.31% | Add +25.5% | 113,264 | $6.2M |
| Busey Bank | 0.21% | Add +48.9% | 106,270 | $6.2M |
| Richardson Capital Management LLC | 3.86% | Add +0.1% | 106,195 | $6.2M |
| Cottage Street Advisors LLC | 3.08% | Add +1.4% | 105,383 | $6.1M |
| Essex Financial Services, Inc. | 0.44% | Reduce -1.3% | 105,085 | $6.1M |
| Transcendent Capital Group LLC | 3.43% | Add +0.9% | 104,575 | $6.1M |
| Rehmann Capital Advisory Group | 0.38% | Reduce -5.8% | 103,273 | $6.0M |
| 2UniFi Bank | 3.88% | Add +2.2% | 96,970 | $6.0M |
| CGC Financial Services, LLC | 2.37% | Add +9.6% | 102,638 | $6.0M |
| Quattro Financial Advisors LLC | 2.05% | New | 102,542 | $6.0M |
| Afg Fiduciary Services Limited Partnership | 4.38% | Reduce -1.2% | 106,658 | $6.0M |
| Bigelow Investment Advisors, LLC | 2.83% | Add +1.9% | 101,983 | $6.0M |
| Wrapmanager Inc. | 1.56% | Add +1.3% | 101,610 | $5.9M |
| City Holding Co. | 0.83% | Add +4.3% | 101,494 | $5.9M |
| BayBridge Capital Group, LLC | 4.26% | Add +1.8% | 101,471 | $5.9M |
| Regal Investment Advisors LLC | 0.48% | Add +0.5% | 101,015 | $5.9M |
| FRG Family Wealth Advisors LLC | 1.14% | Reduce -0.9% | 100,980 | $5.9M |
| Flagstar Securities, Inc. | 1.50% | Reduce -8.6% | 100,477 | $5.9M |
| Capital Analysts, LLC | 0.22% | Reduce -90.0% | 100,418 | $5.9M |
| Flagship Private Wealth, LLC | 2.78% | Reduce -1.4% | 100,211 | $5.8M |
| Goldstein Advisors, LLC | 0.85% | Add +19.4% | 99,931 | $5.8M |
| Fifth Third Securities, Inc. | 0.49% | Add +0.3% | 99,209 | $5.8M |
| Creative Financial Designs Inc. | 0.46% | Reduce -0.5% | 98,640 | $5.8M |
| American Century Companies Inc. | 0.00% | Add +6.2% | 98,300 | $5.7M |
| Brass Tax Wealth Management, Inc. | 1.20% | Add +6.1% | 98,258 | $5.7M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Add +10.1% | 97,868 | $5.7M |
| Twin Focus Capital Partners, LLC | 0.88% | Add +3.4% | 97,204 | $5.7M |
| Centennial Bank | 2.68% | Add +3.2% | 96,553 | $5.6M |
| Hengehold Capital Management LLC | 0.53% | Add +2.9% | 95,876 | $5.6M |
| Abundance Wealth Counselors | 1.17% | Reduce -10.3% | 95,537 | $5.6M |
| Donaldson Capital Management, LLC | 0.21% | Add +176.0% | 95,376 | $5.6M |
| Stephenson & Company, Inc. | 3.61% | Add +1.7% | 95,290 | $5.6M |
| Birchbrook, Inc. | 3.12% | Add +21.8% | 95,243 | $5.6M |
| Bellwether Advisors, LLC | 1.15% | Add +0.3% | 94,769 | $5.5M |
| Exchange Capital Management, Inc. | 0.89% | Reduce -4.3% | 94,408 | $5.5M |
| Cary Street Partners Financial LLC | 0.17% | Reduce -0.9% | 94,289 | $5.5M |
| Guardian Asset Advisors, LLC | 3.58% | Add +4.5% | 94,063 | $5.5M |
| Composition Wealth, LLC | 0.11% | Reduce -3.8% | 93,669 | $5.5M |
| Avior Wealth Management, LLC | 0.21% | Reduce -6.3% | 93,499 | $5.5M |
| Wedmont Private Capital | 0.28% | Add +33.8% | 100,055 | $5.4M |
| National Bank of Canada | 0.01% | Reduce -13.8% | 93,030 | $5.4M |
| Mission Wealth Management, LP | 0.14% | Add +84.4% | 92,927 | $5.4M |
| Hi-Line Capital Management, LLC | 2.03% | Add +8.0% | 92,851 | $5.4M |
| TCTC Holdings, LLC | 0.19% | Add +6.4% | 92,585 | $5.4M |
| Mission Creek Capital Partners, Inc. | 1.31% | Reduce -37.9% | 92,548 | $5.4M |
| Crestwood Advisors Group, LLC | 0.10% | Add +4.8% | 91,931 | $5.4M |
| Quantinno Capital Management LP | 0.03% | Add +43.7% | 91,907 | $5.4M |
| Landmark Wealth Management, LLC | 2.35% | Add +39.1% | 91,281 | $5.3M |
| InvesTrust | 1.46% | Reduce -0.8% | 91,270 | $5.3M |
| Councilor Wealth, LLC | 2.66% | Reduce -7.8% | 91,199 | $5.3M |
| Sage Financial Management Group, Inc. | 1.93% | Add +2.8% | 91,018 | $5.3M |
| Fca Corp. | 1.69% | Reduce -1.6% | 90,759 | $5.3M |
| Provenance Wealth Advisors, LLC | 0.76% | Reduce -10.9% | 90,381 | $5.3M |
| Dakota Wealth Management | 0.12% | Reduce -0.2% | 90,230 | $5.3M |
| Old Mission Investment Co LLC | 1.58% | Reduce -0.7% | 89,794 | $5.2M |
| Jmac Enterprises LLC | 1.24% | Add +9.4% | 89,643 | $5.2M |
| Sandy Cove Advisors, LLC | 2.09% | Reduce -0.5% | 89,273 | $5.2M |
| Segall Bryant & Hamill, LLC | 0.08% | New | 89,090 | $5.2M |
| StoneX Group Inc. | 0.28% | Reduce -16.7% | 88,626 | $5.2M |
| Pure Financial Advisors, LLC | 0.11% | Reduce -5.6% | 88,442 | $5.2M |
| Evergreen Capital Management LLC | 0.17% | Reduce -2.5% | 88,396 | $5.2M |
| RoundAngle Advisors LLC | 4.73% | Add +2.0% | 88,298 | $5.2M |
| Rathbones Group PLC | 0.02% | Reduce -12.0% | 88,215 | $5.1M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +8.0% | 87,932 | $5.1M |
| South Plains Financial, Inc. | 4.00% | Reduce -0.8% | 87,869 | $5.1M |
| Cornerstone Wealth Management, LLC | 0.34% | Reduce -0.3% | 87,156 | $5.1M |
| Founders Grove Wealth Partners, LLC | 1.42% | Add +4.4% | 87,127 | $5.1M |
| Grey Ledge Advisors, LLC | 1.33% | Reduce -1.6% | 86,890 | $5.1M |
| David J Yvars Group | 3.98% | Add +0.6% | 86,787 | $5.1M |
| IHT Wealth Management, LLC | 0.16% | Add +1.2% | 86,772 | $5.1M |
| Bright Financial Advisors, Inc. | 3.10% | Reduce -5.0% | 86,475 | $5.0M |
| Middleton & Co. Inc. | 0.59% | Reduce -2.8% | 86,475 | $5.0M |
| LBMC Investment Advisors, LLC | 0.39% | Reduce -2.0% | 84,984 | $5.0M |
| Sound Stewardship, LLC | 2.81% | Reduce -0.4% | 84,654 | $4.9M |
| STAR Financial Bank | 3.62% | Reduce -14.3% | 84,639 | $4.9M |
| Castle Wealth Management LLC | 1.93% | Add +2.4% | 84,318 | $4.9M |
| GenTrust, LLC | 0.24% | Reduce -23.1% | 84,271 | $4.9M |
| Flywheel Private Wealth LLC | 4.48% | Reduce -2.4% | 84,166 | $4.9M |
| Armbruster Capital Management, Inc. | 0.98% | Add +0.5% | 84,104 | $4.9M |
| Delta Wealth Advisors LLC | 4.45% | Add +1.4% | 84,062 | $4.9M |
| Greenfield Savings Bank | 2.40% | Reduce -0.3% | 83,977 | $4.9M |
| Friedenthal Financial | 2.93% | Add +1003.8% | 83,913 | $4.9M |
| Jacobi Capital Management LLC | 0.36% | Reduce -7.0% | 83,854 | $4.9M |
| Muirfield Wealth Advisors LLC | 4.14% | Reduce -0.4% | 83,641 | $4.9M |
| Cranbrook Wealth Management, LLC | 1.13% | Reduce -2.7% | 83,244 | $4.9M |
| Brighton Jones LLC | 0.16% | Add +7.2% | 83,244 | $4.9M |
| CENTRAL TRUST Co | 0.12% | Reduce -7.8% | 83,204 | $4.9M |
| Rebalance, LLC | 0.36% | Add +2.2% | 83,179 | $4.9M |
| Money Concepts Capital Corp. | 0.36% | Add +4.0% | 82,962 | $4.8M |
| Pacific Financial Group Inc. | 3.91% | Reduce -1.8% | 82,934 | $4.8M |
| Colonial Trust Co / SC | 0.75% | Add +0.8% | 82,400 | $4.8M |
| First Merchants Corp. | 0.19% | Reduce -8.4% | 82,343 | $4.8M |
| Dohj, LLC | 1.10% | Reduce -3.5% | 82,329 | $4.8M |
| Legacy Private Trust Co. | 0.33% | Reduce -2.8% | 82,327 | $4.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -15.0% | 82,232 | $4.8M |
| State of Wisconsin Investment Board | 0.01% | Reduce -9.8% | 82,230 | $4.8M |
| Private Trust Co. NA | 0.49% | Reduce -24.9% | 82,061 | $4.8M |
| Silvercrest Asset Management Group LLC | 0.03% | Add +90.4% | 81,765 | $4.8M |
| MSH Capital Advisors LLC | 1.46% | Add +2.1% | 81,126 | $4.7M |
| PFG Advisors | 0.26% | Add +2.7% | 81,122 | $4.7M |
| Scarborough Advisors, LLC | 0.67% | Add +4.3% | 80,929 | $4.7M |
| Midwest Professional Planners, LTD. | 1.47% | Reduce -8.3% | 80,783 | $4.7M |
| Ieq Capital, LLC | 0.04% | Add +21.4% | 80,379 | $4.7M |
| Venture Visionary Partners LLC | 0.20% | Add +0.4% | 80,245 | $4.7M |
| Hilltop Partners LLC | 1.58% | Reduce -44.7% | 80,047 | $4.7M |
| Trivium Point Advisory, LLC | 0.58% | Add +66.1% | 79,966 | $4.7M |
| Sonata Capital Group Inc. | 2.03% | Reduce -0.5% | 79,948 | $4.7M |
| GWN Securities Inc. | 0.26% | Add +1066.7% | 78,342 | $4.7M |
| BSW Wealth Partners | 0.71% | Add +1.9% | 79,867 | $4.7M |
| Coign Capital Advisors LLC | 3.56% | Add +3.3% | 79,387 | $4.6M |
| Bricktown Capital, LLC | 0.86% | Reduce -13.5% | 78,970 | $4.6M |
| Moneywise, Inc. | 2.43% | Reduce -52.1% | 78,761 | $4.6M |
| Townsquare Capital LLC | 0.05% | Add +19.0% | 78,631 | $4.6M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +11.4% | 78,604 | $4.6M |
| CRA Financial Services, LLC | 0.78% | Reduce -0.8% | 78,591 | $4.6M |
| First National Bank of Omaha | 0.31% | Add +0.6% | 78,523 | $4.6M |
| J. Safra Sarasin Holding AG | 0.08% | No change | 78,160 | $4.6M |
| Souders Financial Advisors | 0.64% | New | 78,007 | $4.6M |
| Brookstone Capital Management | 0.07% | Reduce -4.3% | 77,826 | $4.5M |
| Hilltop Holdings Inc. | 0.28% | Add +5.2% | 77,387 | $4.5M |
| Parsons Capital Management Inc. | 0.25% | Reduce -13.8% | 77,379 | $4.5M |
| Alliance Wealth Management Group | 1.21% | Add +4.3% | 77,177 | $4.5M |
| Trust Co. of Oklahoma | 1.55% | Add +0.7% | 77,093 | $4.5M |
| Capital Advisory Group Advisory Services, LLC | 1.71% | Reduce -0.1% | 76,730 | $4.5M |
| Perritt Capital Management Inc | 2.47% | Reduce -6.1% | 76,658 | $4.5M |
| Accurate Wealth Management, LLC | 0.85% | Add +14.1% | 82,099 | $4.5M |
| Mather Group, Llc. | 0.05% | Reduce -25.9% | 76,399 | $4.5M |
| Pension & Wealth Management Advisors, Inc. | 1.65% | Add +41.8% | 76,109 | $4.4M |
| FC Advisory LLC | 1.50% | Add +2.9% | 76,050 | $4.4M |
| Gries Financial LLC | 0.85% | Reduce -1.2% | 75,409 | $4.4M |
| Sabal Trust CO | 0.24% | Reduce -8.6% | 75,377 | $4.4M |
| Leverty Financial Group, LLC | 1.79% | Reduce -5.9% | 75,250 | $4.4M |
| Nepc LLC | 0.12% | Add +0.8% | 74,989 | $4.4M |
| Capital Advisors Inc. | 0.09% | Reduce -80.1% | 74,768 | $4.4M |
| Transcend Capital Advisors, LLC | 0.31% | Add +11.9% | 74,556 | $4.4M |
| Convergence Financial, LLC | 0.85% | Reduce -12.1% | 74,522 | $4.3M |
| Wolf Group Capital Advisors | 1.46% | Add +839.5% | 74,381 | $4.3M |
| Great Diamond Partners, LLC | 1.18% | Add +3.6% | 73,755 | $4.3M |
| CreativeOne Wealth, LLC | 0.13% | Reduce -27.7% | 73,571 | $4.3M |
| United Bank | 1.77% | Add +3.4% | 73,504 | $4.3M |
| Vestor Capital, LLC | 0.35% | Add +4.2% | 73,120 | $4.3M |
| Sather Financial Group Inc | 0.28% | Reduce -1.4% | 72,825 | $4.2M |
| Securian Asset Management, Inc. | 0.13% | Reduce -11.8% | 71,810 | $4.2M |
| Sterling Financial Planning, Inc. | 1.52% | Reduce -1.3% | 71,761 | $4.2M |
| Gryphon Financial Partners LLC | 0.62% | Reduce -1.1% | 71,609 | $4.2M |
| Summit Wealth Partners, LLC | 0.85% | Add +0.2% | 71,450 | $4.2M |
| Hirtle & Co., LLC | 0.19% | Add +22.2% | 71,447 | $4.2M |
| Allegheny Financial Group | 1.07% | Add +26.1% | 71,369 | $4.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.56% | Add +249.9% | 71,338 | $4.2M |
| Investment Advisory Group, LLC | 1.39% | Add +19.3% | 71,316 | $4.2M |
| Smith Anglin Financial, LLC | 0.44% | Add +2.8% | 71,290 | $4.2M |
| CVA Family Office, LLC | 0.64% | Reduce -8.3% | 71,288 | $4.2M |
| Aprio Wealth Management, LLC | 0.52% | Reduce -1.9% | 70,909 | $4.1M |
| Sebold Capital Management, Inc. | 2.72% | Reduce -1.3% | 70,793 | $4.1M |
| USAdvisors Wealth Management, LLC | 1.43% | Reduce -10.4% | 70,207 | $4.1M |
| Heritage Investors Management Corp. | 0.14% | Add +1.2% | 70,030 | $4.1M |
| Parisi Gray Wealth Management | 1.33% | Add +6.3% | 69,982 | $4.1M |
| Vertex Planning Partners, LLC | 0.89% | Add +4.8% | 69,752 | $4.1M |
| Rossby Financial, LCC | 1.76% | Add +2.2% | 71,842 | $4.1M |
| Jaffetilchin Investment Partners, LLC | 0.29% | Add +18.3% | 69,650 | $4.1M |
| Forum Private Client Group LLC | 1.76% | Reduce -1.7% | 69,607 | $4.1M |
| Wellspring Financial Advisors, LLC | 0.45% | Reduce -14.1% | 1,291,522 | $4.0M |
| Tudor Investment Corporation | 0.04% | New | 69,183 | $4.0M |
| Palisade Asset Management, LLC | 0.41% | Add +6.3% | 69,043 | $4.0M |
| Blake Schutter Theil Wealth Advisors, LLC | 4.57% | Add +0.4% | 68,873 | $4.0M |
| Novem Group | 0.57% | Add +3.3% | 68,787 | $4.0M |
| Beirne Wealth Consulting Services, LLC | 1.43% | Add +0.7% | 68,759 | $4.0M |
| Smithbridge Asset Management Inc. | 0.74% | — | 68,711 | $4.0M |
| Kaydan Wealth Management, Inc. | 1.29% | Add +5.7% | 68,700 | $4.0M |
| Merkkuri Wealth Advisors LLC | 3.42% | Add +2.3% | 68,431 | $4.0M |
| Cozad Asset Management Inc. | 0.40% | Add +1.1% | 68,374 | $4.0M |
| Dale Q Rice Investment Management Ltd | 2.06% | Reduce -3.5% | 68,262 | $4.0M |
| Newman Dignan & Sheerar, Inc. | 1.09% | Add +2.3% | 68,126 | $4.0M |
| Moloney Securities Asset Management, LLC | 0.54% | Add +3.2% | 68,035 | $4.0M |
| Aspiriant, LLC | 0.14% | Add +5.0% | 67,878 | $4.0M |
| River Wealth Advisors LLC | 0.55% | Reduce -1.1% | 67,753 | $4.0M |
| ProVise Management Group, LLC | 0.33% | Reduce -3.7% | 67,597 | $3.9M |
| Payden & Rygel | 0.34% | Add +0.7% | 67,527 | $3.9M |
| United Community Bank | 1.46% | Reduce -1.9% | 67,217 | $3.9M |
| RDA Financial Network | 1.17% | Reduce -0.2% | 67,200 | $3.9M |
| Greykasell Wealth Strategies, Inc. | 2.07% | Add +3.7% | 66,621 | $3.9M |
| LifeSteps Financial, Inc. | 3.14% | Add +0.3% | 66,276 | $3.9M |
| PFG Private Wealth Management, LLC | 2.09% | Reduce -16.3% | 66,193 | $3.9M |
| Breakwater Capital Group | 0.69% | Add +1.1% | 65,966 | $3.8M |
| Atlas Legacy Advisors, LLC | 0.98% | Add +183.5% | 65,785 | $3.8M |
| Central Bank & Trust Co. | 0.64% | Reduce -0.7% | 65,739 | $3.8M |
| Keel Point, LLC | 0.30% | Add +3.2% | 65,638 | $3.8M |
| NBT Bank, N.A. | 0.28% | Reduce -0.9% | 65,502 | $3.8M |
| HTG Investment Advisors, Inc. | 1.59% | Reduce -1.8% | 65,373 | $3.8M |
| Inman Jager Wealth Management, LLC | 2.86% | Reduce -3.3% | 65,351 | $3.8M |
| Welch & Forbes LLC | 0.05% | Reduce -3.0% | 65,254 | $3.8M |
| Willis Johnson & Associates, Inc. | 0.29% | Add +0.9% | 65,061 | $3.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.61% | No change | 64,825 | $3.8M |
| Syntax Research, Inc. | 2.60% | Add +7.6% | 64,619 | $3.8M |
| Next Capital Management LLC | 1.81% | Add +15.3% | 64,521 | $3.8M |
| Ellerson Group Inc. | 2.99% | Reduce -17.6% | 64,412 | $3.8M |
| Silvia McColl Wealth Management, LLC | 2.85% | Add +2.0% | 64,404 | $3.8M |
| Fortress Financial Solutions, LLC | 5.43% | Reduce -0.5% | 64,296 | $3.8M |
| SOA Wealth Advisors, LLC. | 0.78% | Reduce -0.5% | 63,905 | $3.7M |
| Moller Wealth Partners | 0.92% | No change | 63,854 | $3.7M |
| Callan Capital, LLC | 0.28% | No change | 63,829 | $3.7M |
| Bleakley Financial Group, LLC | 0.12% | Add +14.4% | 63,767 | $3.7M |
| Gotham Asset Management | 0.03% | Add +74.7% | 63,683 | $3.7M |
| MidAtlantic Capital Management, Inc. | 2.91% | Add +1.8% | 63,482 | $3.7M |
| ETF Store, Inc. | 4.54% | Reduce -2.5% | 63,404 | $3.7M |
| Alhambra Investment Management LLC | 1.90% | Reduce -0.4% | 63,156 | $3.7M |
| AA Financial Advisors, LLC | 0.90% | Reduce -4.2% | 63,129 | $3.7M |
| Symphony Financial, Ltd. Co. | 2.16% | Reduce -74.5% | 62,615 | $3.7M |
| Variant Private Wealth, LLC | 3.90% | Reduce -1.9% | 62,334 | $3.6M |
| Harbor Investment Advisory, LLC | 0.35% | Reduce -0.8% | 62,282 | $3.6M |
| Old North State Trust, LLC | 2.31% | No change | 58,204 | $3.6M |
| SouthState Bank Corp | 0.17% | Add +100.3% | 62,095 | $3.6M |
| Sowell Financial Services LLC | 0.16% | Reduce -3.4% | 61,322 | $3.6M |
| Forza Wealth Management, LLC | 1.60% | Reduce -0.3% | 61,047 | $3.6M |
| Element Wealth, LLC | 1.90% | Reduce -1.7% | 60,621 | $3.5M |
| McGlone Suttner Wealth Management, Inc. | 0.58% | Add +3.3% | 60,381 | $3.5M |
| AQR Capital Management | 0.00% | Add +91.4% | 60,150 | $3.5M |
| Joel Isaacson & Co., LLC | 0.16% | Reduce -5.0% | 59,758 | $3.5M |
| Verus Financial Partners, Inc. | 0.40% | Reduce -3.7% | 63,328 | $3.5M |
| Intrua Financial, LLC | 0.54% | Add +62.4% | 59,530 | $3.5M |
| Nilsine Partners, LLC | 0.38% | Reduce -3.2% | 59,418 | $3.5M |
| Sachetta, LLC | 1.42% | Add +4.0% | 59,204 | $3.5M |
| Headinvest, LLC | 0.67% | Reduce -1.2% | 59,056 | $3.4M |
| Ellevest, Inc. | 0.23% | Reduce -11.9% | 58,976 | $3.4M |
| AE Wealth Management LLC | 0.03% | Add +4.4% | 58,818 | $3.4M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +4.3% | 58,704 | $3.4M |
| Parr McKnight Wealth Management Group, LLC | 0.49% | Reduce -4.0% | 58,115 | $3.4M |
| Stephens Inc. | 0.05% | Reduce -7.8% | 57,873 | $3.4M |
| High Net Worth Advisory Group LLC | 0.95% | Add +52.1% | 57,766 | $3.4M |
| TD Waterhouse Canada Inc. | 0.03% | Add +53.1% | 57,210 | $3.3M |
| Astra Wealth Partners LLC | 3.19% | Add +1.0% | 57,299 | $3.3M |
| Wealth Alliance, LLC | 0.40% | Add +2.0% | 57,188 | $3.3M |
| Benchmark Financial Wealth Advisors, LLC | 1.26% | Reduce -16.5% | 56,989 | $3.3M |
| Wetzel Investment Advisors, Inc. | 1.68% | Reduce -1.7% | 56,986 | $3.3M |
| Grey Fox Wealth Advisors, LLC | 0.89% | Add +7.4% | 56,957 | $3.3M |
| HighMark Wealth Management LLC | 1.96% | Add +0.0% | 56,909 | $3.3M |
| Wealthspan Partners, LLC | 1.53% | Reduce -2.2% | 56,688 | $3.3M |
| Agf Management Ltd. | 0.02% | Reduce -6.1% | 56,630 | $3.3M |
| KPP Advisory Services LLC | 0.63% | Add +52.2% | 56,563 | $3.3M |
| IFC Advisors LLC | 0.69% | No change | 56,357 | $3.3M |
| Bradley Foster & Sargent Inc. | 0.06% | Reduce -4.6% | 56,218 | $3.3M |
| Kopp Family Office, LLC | 2.26% | Add +3.0% | 56,113 | $3.3M |
| Fosun International Ltd | 0.93% | New | 56,100 | $3.3M |
| Keeley-Teton Advisors, LLC | 0.39% | Add +67.6% | 55,789 | $3.3M |
| Bryn Mawr Trust Advisors, LLC | 0.20% | Reduce -13.7% | 55,743 | $3.3M |
| Axis Wealth Partners, LLC | 2.39% | Add +187.3% | 55,485 | $3.2M |
| HM Payson & Co. | 0.06% | Reduce -6.5% | 55,455 | $3.2M |
| Counterweight Ventures, LLC | 2.32% | Add +1.1% | 55,381 | $3.2M |
| Cornerstone Advisors Asset Management, LLC | 0.66% | Add +1.0% | 54,909 | $3.2M |
| 360 Financial, Inc. | 1.15% | Add +6.6% | 54,645 | $3.2M |
| Boston Family Office LLC | 0.23% | Add +0.7% | 54,584 | $3.2M |
| Farmers Trust Co. | 0.60% | Reduce -7.0% | 54,442 | $3.2M |
| Perennial Investment Advisors, LLC | 0.36% | Reduce -7.3% | 54,098 | $3.2M |
| Joel Adams & Associates, Inc. | 2.83% | Add +2.5% | 53,962 | $3.1M |
| Birchcreek Wealth Management, LLC | 1.98% | Add +12.5% | 53,705 | $3.1M |
| Balanced Wealth Group LLC | 1.51% | Reduce -10.3% | 53,580 | $3.1M |
| Kickstand Ventures, Llc. | 0.79% | Add +1.3% | 52,608 | $3.1M |
| Financial Strategies Group, Inc. | 0.72% | Add +8.4% | 55,761 | $3.1M |
| Fairman Group, LLC | 2.80% | Reduce -4.0% | 47,584 | $3.0M |
| Trinity Financial Advisors LLC | 1.10% | Reduce -2.5% | 54,850 | $3.0M |
| C2C Wealth Management, LLC | 2.83% | Add +0.6% | 51,731 | $3.0M |
| Strategic Blueprint, LLC | 0.16% | Add +1.8% | 51,106 | $3.0M |
| Fortitude Family Office, LLC | 1.07% | Add +37.0% | 51,072 | $3.0M |
| Empower Advisory Group, LLC | 0.01% | Reduce -9.8% | 51,054 | $3.0M |
| ForthRight Wealth Management, LLC | 1.00% | Reduce -0.1% | 51,039 | $3.0M |
| Crumly & Associates Inc. | 0.82% | Reduce -1.9% | 50,760 | $3.0M |
| Claro Advisors Inc. | 0.40% | Reduce -3.1% | 50,722 | $3.0M |
| Bowman & Co S.C. | 1.46% | Reduce -2.0% | 50,515 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.27% | Reduce -21.8% | 50,074 | $2.9M |
| Quadcap Wealth Management, LLC | 0.42% | Reduce -1.4% | 49,756 | $2.9M |
| Deutsche Bank AG | 0.00% | Reduce -3.5% | 49,630 | $2.9M |
| Center for Financial Planning, Inc. | 0.37% | Add +21.5% | 49,402 | $2.9M |
| Insight Advisors, LLC/ PA | 0.50% | Add +23.9% | 49,324 | $2.9M |
| Golden State Wealth Management, LLC | 0.43% | Reduce -0.4% | 49,232 | $2.9M |
| Oakworth Capital, Inc. | 0.20% | Add +0.5% | 49,184 | $2.9M |
| Stelac Advisory Services LLC | 1.18% | Reduce -4.2% | 49,052 | $2.9M |
| Diversify Advisory Services, LLC | 0.18% | Add +3.0% | 50,115 | $2.9M |
| Boston Research & Management Inc. | 0.70% | Reduce -0.9% | 48,743 | $2.8M |
| Bank of New Hampshire | 0.74% | Reduce -1.2% | 48,301 | $2.8M |
| General Partner, Inc. | 1.84% | No change | 48,296 | $2.8M |
| Townsend Asset Management Corp. /NC/ | 1.08% | Add +2.0% | 48,035 | $2.8M |
| Capital Management Associates, Inc | 0.63% | Add +47.2% | 47,902 | $2.8M |
| Wedbush Securities Inc. | 0.10% | Add +4.6% | 47,690 | $2.8M |
| Howard Financial Services, LTD. | 0.38% | Add +0.0% | 47,548 | $2.8M |
| Bay Capital Advisors, LLC | 2.31% | Add +22.2% | 47,528 | $2.8M |
| Patten Group, Inc. | 0.63% | Reduce -2.7% | 47,468 | $2.8M |
| Camden National Bank | 0.41% | Reduce -8.8% | 47,167 | $2.8M |
| First Commonwealth Financial Corp | 0.65% | Add +451.2% | 47,101 | $2.7M |
| UNIVEST FINANCIAL Corp | 0.18% | Reduce -13.8% | 46,796 | $2.7M |
| Wealth Group Ltd | 0.80% | Reduce -7.1% | 46,765 | $2.7M |
| Investment Advisory Services Inc. /TX | 0.99% | Add +1.9% | 46,721 | $2.7M |
| Union Bancaire Privee, UBP SA | 0.05% | Reduce -45.1% | 46,795 | $2.7M |
| Garden State Investment Advisory Services LLC | 0.87% | Add +83.8% | 46,661 | $2.7M |
| Betterment LLC | 0.01% | Add +2.9% | 46,612 | $2.7M |
| NorthRock Partners, LLC | 0.09% | Add +75.5% | 46,588 | $2.7M |
| Arbor Trust Wealth Advisors, LLC | 1.26% | Reduce -1.2% | 46,189 | $2.7M |
| Client First Capital LLC | 1.38% | Reduce -60.4% | 46,101 | $2.7M |
| Aua Capital Management, LLC | 1.75% | No change | 45,985 | $2.7M |
| Ames National Corp. | 1.80% | Add +10.2% | 45,906 | $2.7M |
| FLC Capital Advisors | 0.60% | Add +6.4% | 45,530 | $2.7M |
| Richard W. Paul & Associates, LLC | 1.04% | Add +4781.5% | 45,398 | $2.6M |
| Providence Capital Advisors, LLC | 0.55% | Add +11.6% | 45,380 | $2.6M |
| Rockwood Wealth Management, LLC | 0.27% | Add +8.6% | 45,358 | $2.6M |
| Delta Financial Advisors LLC | 0.99% | Add +0.0% | 45,307 | $2.6M |
| Procyon Advisors, LLC | 0.16% | Add +135.8% | 45,114 | $2.6M |
| New England Private Wealth Advisors LLC | 0.41% | Reduce -15.6% | 45,015 | $2.6M |
| SigFig Wealth Management, LLC | 0.09% | Add +2.7% | 45,038 | $2.6M |
| Embree Financial Group | 0.44% | Add +7.4% | 44,840 | $2.6M |
| Curat Global, LLC | 3.18% | — | 44,655 | $2.6M |
| Clear Investment Research, LLC | 3.48% | Add +2.3% | 44,638 | $2.6M |
| SWP Financial LLC | 1.58% | Reduce -1.3% | 44,415 | $2.6M |
| Advus Financial Partners, LLC | 0.73% | Reduce -1.2% | 44,412 | $2.6M |
| Premier Path Wealth Partners, LLC | 0.40% | Add +2.7% | 44,404 | $2.6M |
| Apexium Financial, LP | 0.15% | Reduce -0.3% | 44,398 | $2.6M |
| Steigerwald, Gordon & Koch Inc. | 0.29% | Add +0.6% | 44,290 | $2.6M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -0.8% | 44,279 | $2.6M |
| Cadence Bank | 0.18% | Reduce -12.1% | 44,242 | $2.6M |
| Maridea Wealth Management LLC | 0.84% | Reduce -36.2% | 44,051 | $2.6M |
| Consolidated Portfolio Review Corp | 0.41% | Add +5.2% | 44,005 | $2.6M |
| Congress Park Capital LLC | 0.97% | Reduce -0.1% | 43,882 | $2.6M |
| Private Capital Management, LLC | 0.29% | Add +1.6% | 43,829 | $2.6M |
| Willow Creek Wealth Management Inc. | 0.25% | Reduce -1.4% | 43,817 | $2.6M |
| Carnegie Investment Counsel | 0.06% | Add +27.4% | 47,448 | $2.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.20% | Add +5.6% | 43,555 | $2.6M |
| Fulton Bank, N.A. | 0.10% | Add +0.5% | 43,777 | $2.6M |
| Armstrong, Fleming & Moore, Inc | 3.09% | New | 43,689 | $2.5M |
| Missouri Trust & Investment Co | 0.89% | Reduce -0.7% | 43,640 | $2.5M |
| Continuum Advisory, LLC | 0.33% | Reduce -3.7% | 43,379 | $2.5M |
| Heritage Wealth Management, Inc./Texas | 1.46% | Reduce -7.7% | 43,279 | $2.5M |
| GW Henssler & Associates Ltd. | 0.14% | Reduce -11.7% | 43,266 | $2.5M |
| Koshinski Asset Management, Inc. | 0.21% | Reduce -2.4% | 43,245 | $2.5M |
| KOM Wealth Management Group, LLC | 2.18% | Reduce -69.4% | 42,878 | $2.5M |
| Vista Investment Management | 0.98% | Add +1.5% | 42,870 | $2.5M |
| Lyell Wealth Management, LP | 0.23% | Reduce -12.3% | 42,785 | $2.5M |
| Cushing Capital Partners, LLC | 2.24% | Add +89.2% | 42,693 | $2.5M |
| Rialto Wealth Management, LLC | 0.78% | Add +0.6% | 42,659 | $2.5M |
| Gainplan LLC | 1.60% | Reduce -5.4% | 42,115 | $2.5M |
| CoreFirst Bank & Trust | 1.58% | Add +9.0% | 42,060 | $2.5M |
| AlphaCore Capital LLC | 0.21% | New | 41,975 | $2.4M |
| Everpar Advisors LLC | 1.29% | Add +16.1% | 41,767 | $2.4M |
| Caprock Group, LLC | 0.07% | Add +27.3% | 41,763 | $2.4M |
| Summit Investment Advisory Services, LLC | 1.19% | Reduce -3.0% | 41,747 | $2.4M |
| Rik Saylor Financial, Inc. | 2.14% | Add +2.3% | 41,674 | $2.4M |
| Millennium Management | 0.00% | Add +913.7% | 41,541 | $2.4M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -29.4% | 41,270 | $2.4M |
| Capital Advisors, Ltd. LLC | 0.32% | Add +1.4% | 41,149 | $2.4M |
| GEM Asset Management, LLC | 1.34% | Add +3.6% | 40,886 | $2.4M |
| Buffington Mohr McNeal | 0.47% | Add +6.7% | 41,081 | $2.4M |
| Novak & Powell Financial Services, Inc. | 1.48% | Reduce -5.7% | 40,688 | $2.4M |
| Diversified Portfolios, Inc. | 0.25% | Reduce -0.8% | 40,600 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +34.0% | 40,598 | $2.4M |
| Amplius Wealth Advisors, LLC | 0.25% | Add +10.9% | 40,491 | $2.4M |
| Good Life Advisors, LLC | 0.17% | Add +0.1% | 40,445 | $2.4M |
| WCG Wealth Advisors LLC | 0.18% | Reduce -40.5% | 40,425 | $2.4M |
| Clay Northam Wealth Management, LLC | 1.64% | Add +7.0% | 40,195 | $2.3M |
| Foundry Financial Group, Inc. | 1.44% | Reduce -41.7% | 40,072 | $2.3M |
| KCM Investment Advisors LLC | 0.08% | Add +1.4% | 39,906 | $2.3M |
| ERn Financial, LLC | 0.37% | Reduce -5.4% | 39,901 | $2.3M |
| Amara Financial, Llc. | 2.15% | Add +9.7% | 39,785 | $2.3M |
| Weinberger Asset Management, Inc | 1.00% | Reduce -2.1% | 39,768 | $2.3M |
| Stock Yards Bank & Trust Co. | 0.08% | Reduce -0.8% | 39,708 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Reduce -1.2% | 39,515 | $2.3M |
| XML Financial, LLC | 0.22% | Add +5.9% | 39,490 | $2.3M |
| Nikulski Financial, Inc. | 0.70% | Reduce -2.7% | 39,455 | $2.3M |
| Palisade Capital Management, LP | 0.08% | Add +99.0% | 39,431 | $2.3M |
| Brightwater Advisory LLC | 1.82% | Add +22.3% | 39,336 | $2.3M |
| Jefferies Financial Group Inc. | 0.04% | Reduce -70.2% | 39,323 | $2.3M |
| NorthLanding Financial Partners, LLC | 2.25% | Reduce -1.2% | 39,186 | $2.3M |
| WorthPointe, LLC | 1.04% | Reduce -2.9% | 39,077 | $2.3M |
| 1834 Investment Advisors Co. | 0.29% | Add +0.2% | 38,955 | $2.3M |
| Brady Family Wealth, LLC | 0.71% | Reduce -6.1% | 38,253 | $2.2M |
| Ballew Advisors, Inc | 1.50% | Add +3.7% | 41,041 | $2.2M |
| Well Done, LLC | 0.40% | Reduce -0.9% | 35,806 | $2.2M |
| Pitti Group Wealth Management, LLC | 2.29% | Add +3.4% | 38,202 | $2.2M |
| Gilbert & Cook, Inc. | 0.32% | Reduce -0.3% | 38,184 | $2.2M |
| MY Wealth Management Inc. | 2.15% | No change | 38,055 | $2.2M |
| Atticus Wealth Management, LLC | 0.72% | Reduce -69.7% | 38,020 | $2.2M |
| Petros Family Wealth, LLC | 2.45% | Add +0.4% | 37,964 | $2.2M |
| Estate Counselors, LLC | 0.23% | Reduce -21.5% | 37,942 | $2.2M |
| Canandaigua National Bank & Trust Co. | 0.22% | Add +0.3% | 37,938 | $2.2M |
| Oxford Financial Group, LTD. LLC | 0.15% | Reduce -1.0% | 37,805 | $2.2M |
| Clifford Swan Investment Counsel LLC | 0.08% | Add +1.4% | 37,593 | $2.2M |
| Colony Family Offices, LLC | 0.68% | No change | 37,573 | $2.2M |
| QRG Capital Management, Inc. | 0.02% | Reduce -4.2% | 37,488 | $2.2M |
| Lakeshore Financial Planning, Inc. | 0.91% | Reduce -1.3% | 37,454 | $2.2M |
| Bensler, LLC | 0.27% | Reduce -6.7% | 37,436 | $2.2M |
| Broadview Financial Management, LLC | 1.63% | Reduce -4.9% | 37,366 | $2.2M |
| CWA Asset Management Group, LLC | 0.10% | Add +24.4% | 37,268 | $2.2M |
| Astoria Strategic Wealth, Inc. | 0.64% | Add +1.5% | 37,080 | $2.2M |
| Greystone Financial Group, LLC | 0.39% | Reduce -13.5% | 37,050 | $2.2M |
| Silver Oak Securities, Incorporated | 0.20% | Reduce -2.6% | 37,087 | $2.2M |
| Antonelli Financial Advisors, LLC | 1.73% | Reduce -2.5% | 36,755 | $2.1M |
| Taylor Financial Group, Inc. | 1.49% | Add +7.5% | 36,670 | $2.1M |
| Macroview Investment Management LLC | 2.01% | Add +6.7% | 36,609 | $2.1M |
| Opinicus Capital, Inc. | 1.88% | Add +1.4% | 36,445 | $2.1M |
| Brown Miller Wealth Management, LLC | 0.74% | Add +13.2% | 36,417 | $2.1M |
| Mullaney, Keating & Wright, Inc. | 1.43% | Add +4.6% | 36,296 | $2.1M |
| FAS Wealth Partners, Inc. | 0.17% | Reduce -4.5% | 36,180 | $2.1M |
| Noble Wealth Management PBC | 1.43% | Add +3.9% | 35,948 | $2.1M |
| Sherman Asset Management, Inc. | 2.00% | Reduce -14.7% | 35,855 | $2.1M |
| National Wealth Management Group, LLC | 1.37% | Add +8.1% | 35,797 | $2.1M |
| Enzi Wealth | 0.84% | No change | 36,673 | $2.1M |
| Baker Avenue Asset Management, LP | 0.07% | Add +3.3% | 35,578 | $2.1M |
| CBIZ Investment Advisory Services, LLC | 0.10% | Reduce -0.3% | 35,527 | $2.1M |
| Second Line Capital, LLC | 0.53% | New | 35,523 | $2.1M |
| Washington Trust Bank | 0.21% | Reduce -1.0% | 35,482 | $2.1M |
| Verdence Capital Advisors LLC | 0.16% | Reduce -6.8% | 35,432 | $2.1M |
| RFG Advisory, LLC | 0.06% | Add +11.0% | 35,325 | $2.1M |
| SevenBridge Financial Group, LLC | 0.40% | Reduce -19.8% | 33,719 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.11% | Reduce -8.5% | 34,960 | $2.0M |
| Matauro, LLC | 0.41% | Add +2.4% | 34,931 | $2.0M |
| Biltmore Family Office, LLC | 0.35% | Add +0.4% | 34,789 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +22.1% | 34,744 | $2.0M |
| Higgins & Schmidt Wealth Strategies LLC | 1.19% | Reduce -0.8% | 34,551 | $2.0M |
| Arcadia Investment Advisors LLC | 1.12% | Reduce -1.1% | 34,289 | $2.0M |
| Bedel Financial Consulting, Inc. | 0.29% | Add +0.7% | 34,377 | $2.0M |
| LCNB Corp. | 0.73% | Add +8.6% | 34,130 | $2.0M |
| Daymark Wealth Partners, LLC | 0.09% | Add +24.2% | 34,113 | $2.0M |
| Seeds Investor LLC | 0.56% | Add +6.7% | 34,088 | $2.0M |
| Oldfather Financial Services, LLC | 0.75% | Add +7.1% | 34,078 | $2.0M |
| Roger Wittlin Investment Advisory, LLC | 1.16% | Add +0.3% | 34,066 | $2.0M |
| Fortis Capital Advisors, LLC | 0.40% | Add +278.8% | 33,971 | $2.0M |
| Liberty Square Wealth Partners LLC | 0.75% | Add +0.9% | 33,885 | $2.0M |
| Forefront Wealth Partners, LLC | 1.34% | Add +12.5% | 33,853 | $2.0M |
| SWF LLC | 0.55% | New | 33,846 | $2.0M |
| Sentinel Trust Co. Lba | 0.23% | Reduce -42.7% | 33,600 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +166.4% | 33,441 | $2.0M |
| Parkside Financial Bank & Trust | 0.25% | Add +4.0% | 33,432 | $2.0M |
| Lanark Financial, Inc. | 0.17% | — | 33,420 | $1.9M |
| SpringVest Wealth Management LLC | 1.61% | Reduce -12.0% | 33,378 | $1.9M |
| St. Clair Advisors, LLC | 0.54% | Reduce -2.2% | 33,325 | $1.9M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -95.8% | 33,266 | $1.9M |
| Maple Capital Management, Inc. | 0.15% | Reduce -16.8% | 33,219 | $1.9M |
| Azimuth Capital Investment Management LLC | 0.08% | No change | 33,060 | $1.9M |
| ORG Partners LLC | 0.49% | Reduce -74.4% | 32,935 | $1.9M |
| SeaBridge Investment Advisors LLC | 0.42% | No change | 33,000 | $1.9M |
| Long Run Wealth Advisors, LLC | 0.43% | Add +7.7% | 32,608 | $1.9M |
| Kathmere Capital Management, LLC | 0.16% | Add +70.5% | 32,602 | $1.9M |
| Philadelphia Trust Co. | 0.16% | No change | 32,590 | $1.9M |
| Evoke Wealth, LLC | 0.05% | Add +0.7% | 32,588 | $1.9M |
| Tiemann Investment Advisors, LLC | 0.86% | Reduce -0.9% | 32,557 | $1.9M |
| Revolve Wealth Partners, LLC | 0.27% | Reduce -0.9% | 32,545 | $1.9M |
| Two Sigma Securities, LLC | 0.29% | Add +70.1% | 32,470 | $1.9M |
| Exchange Bank | 1.53% | Reduce -0.3% | 32,441 | $1.9M |
| Tranquility Partners, LLC | 0.73% | Add +2.4% | 32,371 | $1.9M |
| Kohmann Bosshard Financial Services, LLC | 0.22% | Reduce -0.3% | 32,340 | $1.9M |
| Ascent Wealth Partners, LLC | 0.25% | Add +4.7% | 32,319 | $1.9M |
| BigSur Wealth Management LLC | 0.51% | No change | 32,250 | $1.9M |
| Tyler-Stone Wealth Management | 0.34% | Add +1.8% | 32,172 | $1.9M |
| GM Advisory Group, LLC | 0.10% | Add +1.3% | 32,163 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -15.0% | 32,100 | $1.9M |
| Investment Partners, LTD. | 0.78% | Add +8.4% | 32,077 | $1.9M |
| FSC Wealth Advisors, LLC | 1.23% | Add +20.7% | 32,047 | $1.9M |
| Tepp RIA, LLC | 2.52% | Reduce -8.4% | 31,853 | $1.9M |
| Mechanics Bank Trust Department | 0.25% | Reduce -4.3% | 31,845 | $1.9M |
| Corundum Group, Inc. | 0.89% | Add +2.6% | 31,800 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.61% | No change | 29,770 | $1.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +57.9% | 31,645 | $1.8M |
| TFB Advisors LLC | 0.53% | Add +8.1% | 31,632 | $1.8M |
| Moors & Cabot, Inc. | 0.09% | Reduce -17.3% | 31,434 | $1.8M |
| 4Thought Financial Group Inc. | 1.13% | Add +62582.0% | 31,341 | $1.8M |
| waypoint wealth counsel | 1.15% | Reduce -13.0% | 31,300 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +7.0% | 30,909 | $1.8M |
| Cordgrass Capital Advisors, LLC | 0.52% | Add +5.2% | 30,895 | $1.8M |
| Covenant Partners, LLC | 0.58% | New | 30,877 | $1.8M |
| Beacon Bank & Trust | 0.44% | No change | 30,830 | $1.8M |
| Glassman Wealth Services | 0.30% | Reduce -2.2% | 30,809 | $1.8M |
| Capital City Trust Co. | 0.49% | Add +1.1% | 30,620 | $1.8M |
| Darden Wealth Group Inc | 1.39% | Add +0.1% | 30,559 | $1.8M |
| Harbour Capital Advisors, LLC | 0.44% | Add +1.3% | 32,030 | $1.8M |
| Armstrong Advisory Group, Inc. | 0.14% | No change | 28,492 | $1.8M |
| Factorial Partners, LLC | 1.09% | New | 30,400 | $1.8M |
| Leo Wealth, LLC | 0.25% | Reduce -9.8% | 30,391 | $1.8M |
| Apex Wealth Management, LLC | 1.58% | Add +6.1% | 30,159 | $1.8M |
| Ignite Planners, LLC | 0.34% | Add +4.3% | 30,725 | $1.8M |
| Park Place Capital Corp | 0.48% | Reduce -1.1% | 30,129 | $1.8M |
| Orion Capital Management LLC | 0.74% | Reduce -14.4% | 30,095 | $1.8M |
| First National Corp. /Ma/ | 0.39% | Add +1.5% | 30,052 | $1.8M |
| Awm Capital, LLC | 0.20% | Add +6.7% | 29,976 | $1.7M |
| Newport Capital Group, LLC | 1.26% | Reduce -0.3% | 29,950 | $1.7M |
| Rockland Trust Co. | 0.09% | Reduce -4.8% | 29,706 | $1.7M |
| Independent Family Office, LLC | 0.91% | No change | 29,690 | $1.7M |
| Independent Advisor Alliance | 0.06% | Reduce -94.1% | 29,532 | $1.7M |
| Teachers Insurance & Annuity Association of America | 2.29% | No change | 29,479 | $1.7M |
| Regatta Capital Group, LLC | 0.33% | Reduce -8.4% | 29,468 | $1.7M |
| Financial Partners Group, Inc | 0.26% | Add +0.7% | 29,411 | $1.7M |
| Cooper Financial Group | 0.23% | Add +8.1% | 29,354 | $1.7M |
| Finward Bancorp | 1.48% | Reduce -1.3% | 29,345 | $1.7M |
| M Holdings Securities, Inc. | 0.28% | Add +13.3% | 29,193 | $1.7M |
| Savvy Advisors, Inc. | 0.17% | Add +62.8% | 29,136 | $1.7M |
| Citizens Business Bank | 0.37% | Add +114.6% | 29,030 | $1.7M |
| Three Seasons Wealth, LLC | 0.84% | Reduce -5.4% | 28,959 | $1.7M |
| Napatree Capital LLC | 0.95% | Add +8.0% | 28,895 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 28,891 | $1.7M |
| Advisor Resource Council | 0.14% | Add +150.7% | 28,842 | $1.7M |
| Sunpointe, LLC | 0.89% | Add +8.4% | 28,693 | $1.7M |
| Moneco Advisors, LLC | 0.17% | Reduce -18.6% | 28,564 | $1.7M |
| Berkshire Asset Management LLC | 0.08% | Add +1.8% | 28,030 | $1.7M |
| Cornell Pochily Investment Advisors, Inc. | 0.58% | Add +13.8% | 28,310 | $1.7M |
| Forte Asset Management LLC | 0.83% | Reduce -7.3% | 28,124 | $1.6M |
| Harmony Asset Management LLC | 0.69% | Add +47.5% | 28,078 | $1.6M |
| Fiducient Advisors LLC | 0.20% | Add +9.2% | 28,056 | $1.6M |
| Aft, Forsyth & Company, Inc. | 0.88% | Reduce -0.5% | 28,022 | $1.6M |
| John W. Brooker & Co., CPAs | 0.67% | Add +5.6% | 27,903 | $1.6M |
| Fourth Dimension Wealth, LLC | 0.79% | Add +265.1% | 27,851 | $1.6M |
| Donor Advised Charitable Giving, Inc. | 0.05% | Add +17.0% | 27,839 | $1.6M |
| Lane & Associates LLC | 0.88% | Add +0.5% | 27,833 | $1.6M |
| Cadinha & Co. LLC | 0.35% | Reduce -0.4% | 27,810 | $1.6M |
| Redwood Wealth Management Group, LLC | 0.82% | Reduce -0.1% | 27,765 | $1.6M |
| GAMMA Investing LLC | 0.12% | Add +6.0% | 27,524 | $1.6M |
| Heck Capital Advisors, LLC | 0.18% | Reduce -4.0% | 27,503 | $1.6M |
| Assetmark, Inc. | 0.00% | Reduce -25.2% | 27,456 | $1.6M |
| MFA Wealth Services | 1.32% | Add +17.0% | 27,455 | $1.6M |
| Pps&v Asset Management Consultants, Inc. | 1.16% | Reduce -1.2% | 27,406 | $1.6M |
| Prosperity Wealth Management, Inc. | 0.75% | Reduce -21.9% | 27,331 | $1.6M |
| WP Advisors, LLC | 0.53% | Add +0.3% | 27,270 | $1.6M |
| Blankinship & Foster, LLC | 0.40% | Add +20.6% | 27,268 | $1.6M |
| Vawter Financial, Ltd. | 0.89% | Add +7.8% | 27,204 | $1.6M |
| Operose Advisors LLC | 0.53% | Add +199.0% | 27,194 | $1.6M |
| Creekmur Asset Management LLC | 0.33% | Reduce -72.7% | 27,144 | $1.6M |
| KG Capital Management | 0.51% | Add +1.8% | 27,135 | $1.6M |
| Aaron Wealth Advisors LLC | 0.18% | Reduce -10.9% | 27,104 | $1.6M |
| Connors Investor Services Inc. | 0.16% | Add +0.4% | 27,059 | $1.6M |
| Crew Capital Management, Ltd | 1.29% | Reduce -60.2% | 27,001 | $1.6M |
| Integrity Alliance, Llc. | 0.06% | Add +80.0% | 26,993 | $1.6M |
| Amarillo National Bank | 0.31% | Add +1.8% | 26,950 | $1.6M |
| Trust Point Inc. | 0.14% | Add +73.0% | 26,932 | $1.6M |
| Cosner Financial Group, LLC | 0.96% | Add +1.7% | 26,906 | $1.6M |
| Florida Trust Wealth Management Co | 0.05% | Add +226.6% | 26,818 | $1.6M |
| VeraBank, N.A. | 0.44% | Reduce -0.1% | 26,752 | $1.6M |
| Fairvoy Private Wealth, LLC | 0.43% | Reduce -63.5% | 26,692 | $1.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.87% | Add +0.1% | 26,665 | $1.6M |
| Factor Wealth Management LTD | 0.48% | Add +16.8% | 26,593 | $1.6M |
| Family Firm, Inc. | 0.35% | Reduce -2.6% | 26,500 | $1.5M |
| North Star Asset Management Inc. | 0.07% | Add +12.6% | 26,412 | $1.5M |
| First County Bank | 0.85% | Reduce -2.4% | 26,353 | $1.5M |
| Rothschild Wealth LLC | 0.43% | Add +1.6% | 26,340 | $1.5M |
| Guardian Wealth Advisors, LLC / NC | 0.12% | Reduce -6.3% | 26,193 | $1.5M |
| One Wealth Advisors, LLC | 0.23% | Reduce -1.5% | 26,180 | $1.5M |
| Schneider Downs Wealth Management Advisors, LP | 0.28% | Add +6.1% | 26,179 | $1.5M |
| Condor Capital Management | 0.14% | Reduce -6.2% | 26,144 | $1.5M |
| KWB Wealth | 0.18% | Reduce -0.5% | 24,437 | $1.5M |
| Zhang Financial LLC | 0.08% | Add +9.7% | 26,016 | $1.5M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.74% | Reduce -0.1% | 25,922 | $1.5M |
| Tranquilli Financial Advisor LLC | 0.95% | Add +15.0% | 25,845 | $1.5M |
| GGM Financial LLC | 1.03% | Add +15.2% | 25,750 | $1.5M |
| Manhattan West Asset Management, LLC | 0.38% | Reduce -1.3% | 25,714 | $1.5M |
| Chapin Davis, Inc. | 0.51% | Reduce -4.7% | 25,698 | $1.5M |
| Sunbelt Securities, Inc. | 0.13% | Reduce -7.3% | 25,695 | $1.5M |
| MPWM Advisory Solutions, LLC | 1.08% | Add +422.5% | 25,620 | $1.5M |
| First Heartland Consultants, Inc. | 0.15% | Add +7.5% | 25,530 | $1.5M |
| Saxon Interests, Inc. | 0.70% | Add +10.3% | 25,508 | $1.5M |
| Wealth Effects LLC | 0.62% | Reduce -0.8% | 25,460 | $1.5M |
| Baron Financial Group, LLC | 0.93% | Reduce -1.6% | 25,362 | $1.5M |
| Madden Advisory Services, Inc. | 0.69% | Reduce -0.3% | 25,358 | $1.5M |
| Simplicity Wealth,LLC | 0.11% | Add +21.3% | 25,269 | $1.5M |
| SilverOak Wealth Management LLC | 0.32% | Add +50.7% | 25,136 | $1.5M |
| Peterson Wealth Advisors, LLC | 0.28% | Add +205.7% | 28,017 | $1.5M |
| 626 Financial, LLC | 0.75% | Reduce -59.0% | 25,052 | $1.5M |
| Trustmark Bank Trust Department | 0.11% | Add +6.4% | 25,039 | $1.5M |
| Evensky & Katz LLC | 0.10% | Reduce -1.5% | 25,030 | $1.5M |
| K.J. Harrison & Partners Inc | 0.28% | Add +173.6% | 24,900 | $1.5M |
| Cora Capital Advisors LLC | 0.70% | Reduce -1.4% | 24,875 | $1.5M |
| Element Pointe Advisors, LLC | 0.35% | No change | 24,837 | $1.4M |
| Arete Wealth Advisors, LLC | 0.11% | Reduce -75.1% | 24,722 | $1.4M |
| Reynders McVeigh Capital Management, LLC | 0.08% | Reduce -0.3% | 24,729 | $1.4M |
| International Assets Investment Management, LLC | 0.13% | Reduce -15.0% | 24,677 | $1.4M |
| Alexis Investment Partners, LLC | 0.69% | Reduce -5.9% | 24,665 | $1.4M |
| Carrera Capital Advisors | 0.32% | Reduce -16.3% | 24,578 | $1.4M |
| MMBG Investment Advisors Co. | 0.16% | Add +132.0% | 24,570 | $1.4M |
| Bison Wealth, LLC | 0.13% | Add +107.3% | 24,628 | $1.4M |
| Octavia Wealth Advisors, LLC | 0.17% | Add +1.7% | 24,428 | $1.4M |
| International Private Wealth Advisors LLC | 1.36% | Add +3.8% | 24,382 | $1.4M |
| 1900 Wealth Management LLC | 0.12% | Reduce -5.3% | 24,371 | $1.4M |
| Duncker Streett & Co. Inc. | 0.28% | No change | 24,363 | $1.4M |
| Grant/GrossMendelsohn, LLC | 0.79% | Reduce -9.1% | 24,875 | $1.4M |
| Winthrop Capital Management, LLC | 0.39% | Reduce -1.8% | 24,097 | $1.4M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -35.2% | 24,084 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.47% | Add +6.2% | 24,005 | $1.4M |
| Richards, Merrill & Peterson, Inc. | 0.73% | Add +4.8% | 23,986 | $1.4M |
| Taylor & Morgan Wealth Management, LLC | 1.05% | Reduce -3.6% | 23,826 | $1.4M |
| GS Investments, Inc. | 0.65% | Reduce -1.3% | 23,558 | $1.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.33% | No change | 23,438 | $1.4M |
| Capasso Planning Partners LLC | 0.57% | Reduce -2.5% | 23,325 | $1.4M |
| Fortis Group Advisors, LLC | 0.26% | Reduce -3.8% | 23,322 | $1.4M |
| Texas Bank & Trust Co | 0.57% | Reduce -7.0% | 23,198 | $1.4M |
| Calamos Wealth Management LLC | 0.07% | Add +2.6% | 23,120 | $1.3M |
| Ascent Group, LLC | 0.06% | Add +21.0% | 23,072 | $1.3M |
| PFG Investments, LLC | 0.09% | Add +36.5% | 23,069 | $1.3M |
| Trust Co. of Toledo NA | 0.18% | Reduce -1.9% | 23,022 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Add +0.1% | 22,963 | $1.3M |
| CGN Advisors LLC | 0.13% | Add +11.4% | 22,892 | $1.3M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -2.2% | 22,849 | $1.3M |
| United Bank | 0.17% | Reduce -0.2% | 22,786 | $1.3M |
| Orrstown Financial Services Inc. | 0.32% | Reduce -86.4% | 22,753 | $1.3M |
| IMA Advisory Services, Inc. | 0.16% | Add +0.2% | 22,732 | $1.3M |
| Marco Investment Management LLC | 0.12% | No change | 22,635 | $1.3M |
| Pacific Point Advisors, LLC | 0.73% | Add +6.7% | 22,628 | $1.3M |
| Dodds Wealth, LLC | 0.43% | Reduce -6.0% | 22,467 | $1.3M |
| Compound Planning, Inc. | 0.06% | Reduce -7.6% | 22,467 | $1.3M |
| Pinnacle Financial Group, LLC / IL | 0.47% | Add +0.0% | 22,383 | $1.3M |
| Clarendon Private LLC | 1.37% | Add +15.6% | 22,174 | $1.3M |
| Coordinated Financial Services, Inc. | 1.00% | — | 22,115 | $1.3M |
| Texas Capital Bancshares Inc | 0.55% | Add +2.1% | 22,111 | $1.3M |
| Keystone Financial Group | 0.13% | Reduce -1.2% | 22,051 | $1.3M |
| MWA Asset Management | 0.89% | Reduce -0.5% | 22,027 | $1.3M |
| Gradient Investments LLC | 0.03% | New | 22,006 | $1.3M |
| CWS Financial Advisors, LLC | 0.41% | Reduce -0.2% | 21,989 | $1.3M |
| Costello Asset Management, INC | 0.52% | Reduce -8.5% | 21,978 | $1.3M |
| PBMares Wealth Management LLC | 0.26% | Add +8.5% | 21,887 | $1.3M |
| Culbertson A N & Co. Inc. | 0.20% | Add +1.2% | 21,869 | $1.3M |
| Spirepoint Private Client, LLC | 0.17% | Reduce -2.3% | 21,862 | $1.3M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -0.9% | 21,848 | $1.3M |
| Smith Thornton Advisors LLC | 0.79% | Reduce -0.3% | 21,823 | $1.3M |
| Bearing Point Capital, LLC | 0.27% | No change | 21,805 | $1.3M |
| Wealthstream Advisors, Inc. | 0.24% | Reduce -3.2% | 21,748 | $1.3M |
| Ledyard National Bank | 0.13% | Add +1.1% | 21,672 | $1.3M |
| Sage Capital Management, LLC | 0.69% | Add +0.3% | 21,646 | $1.3M |
| Clearwater Capital Advisors, LLC | 0.12% | Reduce -8.1% | 21,641 | $1.3M |
| Brown, Lisle/Cummings, Inc. | 0.37% | Add +9.3% | 21,637 | $1.3M |
| Oarsman Capital, Inc. | 0.23% | Reduce -2.8% | 21,634 | $1.3M |
| Cynosure Group, LLC | 0.17% | Reduce -68.2% | 21,633 | $1.3M |
| Maxele Advisors, LLC | 1.22% | Reduce -1.1% | 21,592 | $1.3M |
| Kavar Capital Partners Group, LLC | 0.21% | No change | 21,488 | $1.3M |
| Tortoise Investment Management, LLC | 0.13% | No change | 21,485 | $1.3M |
| Invictus Private Wealth, LLC | 0.10% | Reduce -1.4% | 21,464 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +8.4% | 21,397 | $1.2M |
| Arq Wealth Advisors, LLC | 0.46% | Reduce -9.8% | 21,364 | $1.2M |
| Tritonpoint Wealth, LLC | 0.12% | Reduce -1.1% | 21,349 | $1.2M |
| Wealth Management Partners, LLC | 0.57% | Reduce -0.0% | 21,262 | $1.2M |
| Disciplined Investments, LLC | 0.57% | Reduce -0.7% | 21,155 | $1.2M |
| Smartleaf Asset Management LLC | 0.12% | Add +7.4% | 21,155 | $1.2M |
| Legal & General Group Plc | 0.00% | Add +12.2% | 21,100 | $1.2M |
| Shakespeare Wealth Management, LLC | 0.33% | Reduce -3.8% | 21,049 | $1.2M |
| Motive Wealth Advisors | 0.66% | Reduce -10.1% | 21,007 | $1.2M |
| Diversify Wealth Management, LLC | 0.09% | Add +0.2% | 21,371 | $1.2M |
| Tru Independence Asset Management 2, LLC | 0.91% | Add +34.8% | 20,851 | $1.2M |
| Strata Wealth Advisors, LLC | 0.38% | Add +33.3% | 20,820 | $1.2M |
| Watershed Private Wealth LLC | 0.48% | Add +16.1% | 20,767 | $1.2M |
| Carolinas Wealth Consulting LLC | 0.26% | Add +4.0% | 20,767 | $1.2M |
| Stonebridge Financial Group, LLC | 0.13% | Add +17.8% | 20,761 | $1.2M |
| S.A. Mason LLC | 0.64% | Add +4.9% | 20,678 | $1.2M |
| First Foundation Advisors | 0.05% | Add +0.0% | 20,631 | $1.2M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -34.0% | 20,628 | $1.2M |
| Correct Capital Wealth Management | 0.24% | No change | 20,627 | $1.2M |
| Triad Wealth Partners, LLC | 0.37% | Reduce -42.4% | 20,578 | $1.2M |
| Sapient Capital LLC | 0.02% | Add +0.5% | 20,530 | $1.2M |
| Creekside Partners | 0.63% | Add +0.2% | 20,474 | $1.2M |
| North Berkeley Wealth Management, LLC | 1.24% | Add +7.9% | 20,434 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -1.6% | 20,293 | $1.2M |
| WealthShield Partners, LLC | 0.15% | Add +45.8% | 20,248 | $1.2M |
| Lansing Street Advisors | 0.39% | Add +0.1% | 20,189 | $1.2M |
| Confluence Wealth Services, Inc. | 0.07% | Reduce -7.5% | 21,168 | $1.2M |
| Essex Bank | 0.29% | No change | 20,188 | $1.2M |
| PAX Financial Group, LLC | 0.21% | Add +0.7% | 20,176 | $1.2M |
| Continuum Wealth Advisors, LLC | 0.60% | No change | 20,145 | $1.2M |
| Legacy Advisors, LLC | 0.12% | Reduce -1.8% | 19,994 | $1.2M |
| Continental Investors Services, Inc. | 2.31% | Add +3.9% | 19,847 | $1.2M |
| Argentarii, LLC | 0.57% | Add +10.4% | 19,850 | $1.2M |
| Allen Capital Group, LLC | 0.13% | Add +1.5% | 19,768 | $1.2M |
| Ruggaard & Associates LLC | 0.50% | Reduce -0.1% | 19,700 | $1.1M |
| Thrive Wealth Management, LLC | 0.22% | Reduce -3.8% | 19,641 | $1.1M |
| First National Advisers, LLC | 0.18% | Reduce -5.6% | 19,636 | $1.1M |
| Koesten, Hirschmann & Crabtree, INC. | 0.66% | No change | 19,610 | $1.1M |
| Spinnaker Trust | 0.07% | Add +2.4% | 19,583 | $1.1M |
| Pinnacle Family Advisors, LLC | 0.62% | Add +0.6% | 19,561 | $1.1M |
| Sfm, LLC | 0.84% | Reduce -8.5% | 19,506 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +27.4% | 19,380 | $1.1M |
| NCM Capital Management, LLC | 0.51% | No change | 19,339 | $1.1M |
| Ameliora Wealth Management Ltd. | 0.42% | Reduce -5.0% | 19,285 | $1.1M |
| City National Bank of Florida | 1.01% | Add +2.0% | 19,212 | $1.1M |
| Tempus Wealth Planning, LLC | 0.33% | Add +12.6% | 19,050 | $1.1M |
| CLG LLC | 0.38% | Reduce -21.3% | 18,991 | $1.1M |
| Fisher Asset Management | 0.00% | Add +6.0% | 18,990 | $1.1M |
| Lincoln Capital LLC | 0.23% | Add +1.9% | 20,150 | $1.1M |
| Fortune Financial Advisors, LLC | 0.95% | Reduce -1.6% | 18,846 | $1.1M |
| William Mack & Associates, Inc. | 0.94% | No change | 18,839 | $1.1M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.18% | Add +13.7% | 18,819 | $1.1M |
| Midland Wealth Advisors, LLC | 0.06% | Add +13.6% | 18,769 | $1.1M |
| Compass Ion Advisors, LLC | 0.13% | Reduce -13.0% | 18,761 | $1.1M |
| Insigneo Advisory Services, LLC | 0.11% | Reduce -6.1% | 18,755 | $1.1M |
| Mma Asset Management LLC | 0.46% | Reduce -0.3% | 18,733 | $1.1M |
| Conservest Capital Advisors, Inc. | 0.11% | Add +30.4% | 18,728 | $1.1M |
| Kera Capital Partners, Inc. | 0.32% | Add +15.8% | 18,702 | $1.1M |
| Pioneer Trust Bank N A | 0.29% | No change | 18,700 | $1.1M |
| Ritholtz Wealth Management | 0.03% | Add +58.7% | 18,520 | $1.1M |
| Gemmer Asset Management LLC | 0.11% | Reduce -0.9% | 18,513 | $1.1M |
| Bernard Wealth Management Corp. | 0.53% | Reduce -1.4% | 18,489 | $1.1M |
| Greenwich Wealth Management LLC | 0.08% | Reduce -0.1% | 18,450 | $1.1M |
| Johnson & White Wealth Management, LLC | 0.60% | Add +1.0% | 18,431 | $1.1M |
| Tudor Financial Inc. | 0.64% | Add +0.1% | 18,403 | $1.1M |
| Princeton Global Asset Management LLC | 0.21% | Reduce -4.9% | 18,319 | $1.1M |
| Round Rock Advisors LLC | 0.20% | Reduce -3.6% | 18,279 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.25% | Add +22.4% | 18,277 | $1.1M |
| Edgemoor Investment Advisors, Inc. | 0.10% | Reduce -5.8% | 18,238 | $1.1M |
| Wooster Corthell Wealth Management, Inc. | 0.22% | Reduce -0.5% | 18,219 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.08% | Reduce -0.4% | 18,180 | $1.1M |
| Arlington Trust Co LLC | 0.22% | No change | 18,160 | $1.1M |
| Basepoint Wealth LLC | 0.82% | Add +0.1% | 18,068 | $1.1M |
| Empirical Asset Management, LLC | 0.36% | Reduce -96.0% | 18,050 | $1.1M |
| Allie Family Office LLC | 0.58% | Add +7.4% | 18,011 | $1.1M |
| Tsfg, LLC | 0.21% | Add +1.7% | 17,970 | $1.0M |
| Huntleigh Advisors, Inc. | 0.17% | Reduce -3.6% | 17,942 | $1.0M |
| Cypress Capital Group | 0.14% | Reduce -2.5% | 17,942 | $1.0M |
| Pointe Capital Management LLC | 0.61% | Reduce -2.7% | 17,890 | $1.0M |
| Godsey & Gibb, Inc. | 0.10% | Add +4.1% | 17,869 | $1.0M |
| Wealth Quarterback LLC | 0.59% | Reduce -70.1% | 17,839 | $1.0M |
| Venturi Wealth Management, LLC | 0.05% | Reduce -8.1% | 17,820 | $1.0M |
| MBA Advisors LLC | 0.51% | Add +0.1% | 17,799 | $1.0M |
| Ethos Financial Group, LLC | 0.10% | No change | 17,145 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Add +19.9% | 17,733 | $1.0M |
| GW&K Investment Management, LLC | 0.01% | Add +25.9% | 17,724 | $1.0M |
| Cornerstone Wealth Group, LLC | 0.09% | Add +1.8% | 17,675 | $1.0M |
| Collective Family Office LLC | 0.28% | Reduce -1.4% | 17,665 | $1.0M |
| Northeast Financial Consultants Inc | 0.05% | Add +0.0% | 17,653 | $1.0M |
| Tufton Capital Management | 0.20% | Add +1.7% | 17,645 | $1.0M |
| Mogy Joel R Investment Counsel Inc. | 0.07% | Reduce -5.9% | 17,625 | $1.0M |
| Willner & Heller, LLC | 0.95% | Reduce -0.8% | 17,569 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -9.8% | 17,549 | $1.0M |
| Colorado Capital Management, Inc. | 0.48% | Add +0.4% | 17,494 | $1.0M |
| Christensen, King & Associates Investment Services, Inc. | 0.48% | Reduce -2.6% | 16,962 | $1.0M |
| GDS Wealth Management | 0.09% | Add +7.8% | 17,412 | $1.0M |
| FF Advisors,LLC | 0.58% | Add +20.3% | 17,419 | $1.0M |
| Motco | 0.11% | Add +11.4% | 17,287 | $1.0M |
| Davidson Investment Advisors | 0.05% | No change | 17,155 | $1.0M |
| Garrison Point Advisors, LLC | 0.48% | Add +17.3% | 17,125 | $999K |
| Private Wealth Group, LLC | 0.59% | Reduce -61.4% | 17,095 | $997K |
| Bright Futures Wealth Management, LLC. | 1.10% | Reduce -0.4% | 18,582 | $996K |
| LVM Capital Management Ltd. | 0.11% | Reduce -0.3% | 16,982 | $991K |
| OneAscent Family Office, LLC | 0.92% | New | 16,878 | $990K |
| Wolff Wiese Magana LLC | 0.67% | Add +11.9% | 16,851 | $983K |
| Certuity, LLC | 0.10% | Add +123.6% | 16,718 | $983K |
| Invenio Wealth Partners LLC | 0.41% | No change | 16,785 | $979K |
| Ascentis Wealth Management, LLC | 0.31% | Add +14922.5% | 16,675 | $979K |
| Summit X, LLC | 0.21% | Reduce -0.8% | 16,770 | $979K |
| Buttonwood Financial Advisors Inc. | 0.43% | Reduce -9.7% | 16,750 | $977K |
| TFG Advisers LLC | 0.35% | Reduce -0.2% | 16,678 | $973K |
| Basso Capital Management, L.P. | 0.83% | Add +301.7% | 16,670 | $973K |
| Howland Capital Management LLC | 0.04% | No change | 16,665 | $972K |
| Washington Trust Advisors, Inc. | 0.09% | Reduce -0.8% | 16,624 | $970K |
| Appleton Partners Inc. | 0.07% | Reduce -1.5% | 16,627 | $970K |
| PSI Advisors, LLC | 0.31% | Reduce -30.3% | 16,585 | $968K |
| WBH Advisory Inc. | 0.09% | Reduce -12.5% | 16,546 | $965K |
| MV Capital Management, Inc. | 0.10% | Add +5.8% | 16,544 | $965K |
| High Note Wealth, LLC | 0.24% | Reduce -1.8% | 16,480 | $962K |
| Evanson Asset Management, LLC | 0.07% | Add +0.1% | 16,433 | $959K |
| Kathleen S. Wright Associates Inc. | 0.39% | Add +11.4% | 16,263 | $949K |
| Charter Oak Capital Management, LLC | 0.09% | Add +10.8% | 16,225 | $947K |
| Arax Advisory Partners | 0.06% | Add +0.8% | 16,200 | $945K |
| Cowa, LLC | 0.40% | Reduce -47.7% | 16,171 | $944K |
| Clearstead Trust, LLC | 0.21% | Add +0.3% | 16,157 | $943K |
| Weaver Consulting Group | 0.28% | Reduce -1.5% | 16,120 | $941K |
| Traphagen Investment Advisors LLC | 0.10% | Reduce -0.4% | 16,107 | $940K |
| Gerber, LLC | 0.78% | Reduce -11.1% | 16,050 | $937K |
| Verus Capital Partners, LLC | 0.09% | Add +3.0% | 16,004 | $934K |
| Prosperity Consulting Group, LLC | 0.07% | Add +31.5% | 15,989 | $933K |
| Magnolia Capital Advisors LLC | 0.25% | Reduce -1.6% | 15,732 | $918K |
| One Capital Management, LLC | 0.03% | Reduce -7.7% | 15,658 | $914K |
| Modern Wealth Management, LLC | 0.03% | Add +26.8% | 15,658 | $914K |
| Westhampton Capital, LLC | 0.50% | Add +1.0% | 15,655 | $913K |
| Founders Financial Alliance, LLC | 0.22% | Add +68.3% | 15,633 | $912K |
| JMG Financial Group, Ltd. | 0.03% | Reduce -9.6% | 15,618 | $911K |
| Cobblestone Capital Advisors LLC | 0.05% | Add +2.4% | 15,563 | $908K |
| Lakeridge Wealth Management LLC | 0.45% | Add +7.4% | 15,546 | $907K |
| Financial Synergies Wealth Advisors, Inc. | 0.11% | Reduce -2.3% | 15,541 | $907K |
| Warren Street Wealth Advisors, LLC | 0.35% | No change | 15,490 | $904K |
| Samalin Investment Counsel, LLC | 0.37% | Add +3.2% | 15,455 | $902K |
| Arvest Bank Trust Division | 0.06% | No change | 15,446 | $901K |
| Anchor Investment Management, LLC | 0.08% | No change | 15,440 | $901K |
| Texas Yale Capital Corp. | 0.04% | Add +11.2% | 15,436 | $901K |
| Old Port Advisors | 0.27% | Reduce -12.2% | 15,410 | $899K |
| Retirement Planning Group, LLC | 0.04% | Reduce -0.7% | 15,376 | $897K |
| Hollencrest Capital Management | 0.04% | Add +0.0% | 15,179 | $886K |
| HFG Advisors, Inc. | 0.76% | No change | 15,160 | $885K |
| Optivise Advisory Services LLC | 0.50% | Add +0.3% | 15,141 | $883K |
| Ipswich Investment Management Co., Inc. | 0.22% | Reduce -0.3% | 15,095 | $881K |
| Principle Wealth Partners LLC | 0.06% | No change | 15,093 | $881K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Add +13.5% | 15,059 | $879K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -1.5% | 15,032 | $877K |
| SG Americas Securities, LLC | 0.00% | Reduce -83.6% | 15,000 | $875K |
| Marshall Financial Group, LLC | 0.19% | Reduce -6.4% | 14,989 | $875K |
| Nemes Rush Group LLC | 0.11% | Reduce -3.2% | 14,987 | $875K |
| Thompson Investment Management, Inc. | 0.13% | Add +5.0% | 14,981 | $874K |
| Philip James Wealth Mangement, LLC | 0.11% | Reduce -5.3% | 14,976 | $874K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -8.4% | 14,921 | $871K |
| Roberts Financial Services LLC | 0.17% | Add +1.9% | 14,921 | $871K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | Add +11.1% | 14,915 | $870K |
| Demars Financial Group, LLC | 0.37% | Reduce -3.3% | 14,881 | $868K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -5.0% | 14,790 | $863K |
| Invesco Ltd. | 0.00% | Reduce -0.3% | 14,681 | $857K |
| Kooman & Associates | 0.31% | Add +1.1% | 14,665 | $856K |
| Retirement Wealth Solutions LLC | 0.69% | Add +0.1% | 14,637 | $854K |
| Private Wealth Management Group, LLC | 0.32% | No change | 14,635 | $854K |
| Peak Planning Group, LLC | 0.36% | Reduce -5.6% | 14,607 | $852K |
| Interchange Capital Partners, LLC | 0.24% | Add +0.8% | 14,566 | $850K |
| Droms Strauss Advisors Inc. /Mo/ | 0.29% | Add +0.0% | 14,548 | $849K |
| Asset Allocation & Management Company, LLC | 0.43% | No change | 14,467 | $844K |
| OneAscent Financial Services LLC | 0.06% | Add +90.8% | 14,470 | $844K |
| Fiduciary Advisors, Inc. | 0.83% | Reduce -0.4% | 14,461 | $844K |
| Wells Financial Advisors INC | 1.16% | No change | 14,450 | $843K |
| Investment Research & Advisory Group, Inc. | 0.35% | Reduce -88.4% | 14,447 | $843K |
| Wealth Dimensions Group, Ltd. | 0.20% | Add +0.0% | 14,392 | $840K |
| Carret Asset Management, LLC | 0.09% | Add +1.4% | 14,287 | $834K |
| Occidental Asset Management, LLC | 0.13% | Add +106.2% | 14,201 | $829K |
| Victory Financial Group, LLC | 0.16% | Reduce -19.0% | 14,200 | $829K |
| Towerpoint Wealth, LLC | 0.41% | Add +71.1% | 14,166 | $827K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Reduce -1.5% | 14,136 | $825K |
| CCG Wealth Management, LLC | 0.49% | No change | 14,123 | $824K |
| B&D White Capital Company, LLC | 0.12% | Add +21.8% | 14,105 | $823K |
| Waters Parkerson & Co., LLC | 0.04% | Add +6.7% | 14,065 | $821K |
| Pin Oak Investment Advisors Inc. | 0.62% | No change | 809 | $818K |
| Dearborn Partners LLC | 0.04% | Add +11.7% | 13,991 | $816K |
| Highland Capital Management, LLC | 0.05% | No change | 13,980 | $816K |
| Trueblood Wealth Management, LLC | 0.38% | Add +20.3% | 13,956 | $814K |
| Capital Advisors Wealth Management, LLC | 0.14% | Reduce -0.3% | 13,925 | $813K |
| Becker Capital Management Inc. | 0.03% | Add +1.9% | 13,835 | $807K |
| SC&H Financial Advisors, Inc. | 0.16% | Add +0.1% | 13,788 | $805K |
| Narwhal Capital Management | 0.07% | No change | 13,780 | $804K |
| Chatham Capital Group, Inc. | 0.13% | Add +0.2% | 13,770 | $803K |
| North Star Investment Management Corp. | 0.06% | Reduce -8.0% | 13,740 | $802K |
| CPC Advisors, LLC | 0.11% | Add +1.9% | 13,687 | $799K |
| ZWJ Investment Counsel Inc. | 0.03% | Add +7.8% | 13,660 | $797K |
| Proactive Wealth Strategies LLC | 0.42% | Reduce -0.0% | 13,654 | $797K |
| Brookmont Capital Management | 0.45% | Reduce -6.0% | 13,631 | $795K |
| Fort Point Capital Partners LLC | 0.09% | Add +42.1% | 13,572 | $792K |
| Hollow Brook Wealth Management LLC | 0.23% | Reduce -17.6% | 13,565 | $792K |
| Next Level Private LLC | 0.29% | Reduce -1.0% | 13,565 | $791K |
| Sepio Capital, LP | 0.06% | Add +0.1% | 13,533 | $790K |
| BridgePort Financial Solutions, LLC | 0.36% | Add +15.4% | 13,532 | $790K |
| S.E.E.D. Planning Group LLC | 0.27% | Reduce -7.0% | 13,497 | $788K |
| XY Planning Network, Inc. | 0.52% | Reduce -74.1% | 13,487 | $787K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -4.7% | 13,444 | $783K |
| Truepoint, Inc. | 0.02% | Add +18.1% | 13,385 | $781K |
| Glen Eagle Advisors, LLC | 0.13% | Add +2.1% | 13,365 | $780K |
| Rosenblum Silverman Sutton S F Inc. | 0.21% | Add +0.1% | 13,365 | $780K |
| Talon Private Wealth, LLC | 0.10% | Reduce -16.1% | 13,301 | $776K |
| Meadow Creek Wealth Advisors LLC | 0.58% | Reduce -23.7% | 13,289 | $775K |
| Koss-Olinger Consulting, LLC | 0.07% | New | 13,258 | $774K |
| Laurel Wealth Advisors LLC | 0.12% | Reduce -10.1% | 13,256 | $773K |
| EnRich Financial Partners LLC | 0.26% | Add +0.0% | 13,214 | $771K |
| Ascentis Independent Advisors | 0.15% | Add +2.7% | 13,187 | $769K |
| Stonebrook Private Inc. | 0.20% | Add +44.4% | 13,173 | $769K |
| Boyd Watterson Asset Management LLC | 0.25% | No change | 13,172 | $769K |
| Sovran Advisors, LLC | 0.10% | Reduce -8.9% | 13,986 | $767K |
| Uptown Financial Advisors LLC | 0.79% | No change | 13,142 | $767K |
| Crews Bank & Trust | 0.13% | Reduce -0.4% | 13,137 | $767K |
| Valued Retirements, Inc. | 1.01% | Add +29.4% | 13,111 | $765K |
| Shepherd Financial Partners LLC | 0.09% | Add +1.2% | 13,099 | $764K |
| Moisand Fitzgerald Tamayo, LLC | 0.11% | Reduce -6.8% | 13,043 | $761K |
| Massachusetts Financial Services Co. | 0.00% | New | 13,037 | $761K |
| Pacific Sun Financial Corp | 0.43% | Add +0.2% | 13,001 | $759K |
| Wealthgarden F.S. LLC | 0.73% | No change | 12,975 | $757K |
| OMNI 360 Wealth, Inc. | 0.51% | Reduce -0.1% | 12,954 | $756K |
| Csenge Advisory Group | 0.04% | Add +5.5% | 13,779 | $756K |
| Signaturefd, LLC | 0.01% | Reduce -21.5% | 12,948 | $756K |
| Seelaus Asset Management LLC | 0.73% | Reduce -7.7% | 12,906 | $753K |
| Yarger Wealth Strategies, LLC | 0.44% | Reduce -1.3% | 12,891 | $752K |
| Diversified Enterprises, LLC | 0.06% | Reduce -1.9% | 12,848 | $750K |
| Integrated Capital Management, LLC | 0.41% | Add +147.1% | 12,779 | $746K |
| Pinney & Scofield, Inc. | 0.54% | No change | 12,780 | $746K |
| Innovative Wealth Building LLC | 0.69% | Add +2.8% | 12,779 | $746K |
| Sovereign Financial Group, Inc. | 0.17% | Reduce -8.4% | 12,759 | $744K |
| NFSG Corp | 0.18% | Add +2905.7% | 12,744 | $744K |
| Hilltop Wealth Advisors, LLC | 0.42% | Add +6.7% | 12,662 | $739K |
| Sage Capital Advisors,llc | 0.19% | Add +0.3% | 12,645 | $738K |
| NWK Group, Inc. | 0.34% | Add +6.0% | 12,597 | $735K |
| Warner Financial, Inc. | 0.33% | Add +5.6% | 12,591 | $735K |
| Courage Miller Partners, LLC | 0.25% | Add +2.4% | 12,591 | $735K |
| Westmount Partners, LLC | 0.22% | Add +1.1% | 12,533 | $731K |
| Thomasville National Bank | 0.05% | Add +2.5% | 12,443 | $726K |
| Primoris Wealth Advisors, LLC | 0.56% | Add +6.4% | 12,433 | $725K |
| Walled Lake Planning & Wealth Management, LLC | 0.26% | Reduce -0.1% | 12,433 | $725K |
| Wingate Wealth Advisors, Inc. | 0.83% | Reduce -3.1% | 12,417 | $725K |
| Sweeney & Michel, LLC | 0.32% | — | 14,140 | $723K |
| XTX Topco Ltd | 0.04% | Reduce -26.3% | 12,391 | $723K |
| TL Private Wealth | 0.36% | Add +0.8% | 14,108 | $722K |
| Columbia Bank | 0.25% | Add +0.6% | 12,365 | $721K |
| Hoxton Planning & Management, LLC | 0.28% | Reduce -1.8% | 12,364 | $721K |
| Alerus Financial NA | 0.06% | No change | 12,350 | $721K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -0.6% | 12,348 | $721K |
| Bayesian Capital Management, LP | 0.12% | New | 12,300 | $718K |
| Fortress Financial Group, LLC | 0.72% | Add +2.5% | 12,293 | $717K |
| Riverchase Wealth Management, LLC | 0.50% | No change | 12,280 | $717K |
| Objective Capital Management, LLC | 0.91% | Reduce -59.2% | 12,267 | $716K |
| Brookwood Investment Group LLC | 0.12% | — | 12,194 | $712K |
| Clear Harbor Asset Management, LLC | 0.06% | Add +32.4% | 12,193 | $711K |
| Relyea Zuckerberg Hanson LLC | 0.10% | Add +0.3% | 12,172 | $710K |
| Rakuten Investment Management, Inc. | 0.00% | — | 12,165 | $708K |
| Cambridge Capital Management, LLC | 0.45% | Reduce -0.7% | 12,121 | $707K |
| ABLE Financial Group, LLC | 0.20% | Reduce -1.3% | 12,111 | $707K |
| Oakwell Private Wealth Management, LLC | 0.20% | Add +4.8% | 12,110 | $707K |
| Equita Financial Network, Inc. | 0.25% | Add +50.6% | 12,109 | $707K |
| TriaGen Wealth Management LLC | 0.25% | Add +19.9% | 12,100 | $706K |
| SFG Wealth Management, LLC. | 0.34% | Add +1.3% | 12,079 | $705K |
| Swmg, LLC | 0.28% | Reduce -6.2% | 12,452 | $705K |
| Security National Bank | 0.13% | Add +1.7% | 12,051 | $703K |
| Balefire, LLC | 0.24% | New | 12,046 | $703K |
| Financial Insights, Inc. | 0.28% | Add +14.5% | 12,003 | $700K |
| Fishman Jay A Ltd. | 0.08% | Reduce -22.6% | 12,000 | $700K |
| EagleClaw Capital Managment, LLC | 0.11% | No change | 11,990 | $700K |
| Shelton Wealth Management, LLC | 0.40% | Reduce -2.8% | 11,977 | $699K |
| Gateway Wealth Partners, LLC | 0.16% | Add +22.7% | 11,964 | $698K |
| Cathy Pareto & Associates, Inc. | 0.62% | Add +46.8% | 11,952 | $697K |
| F/m Investments LLC | 0.03% | Reduce -1.7% | 11,935 | $696K |
| Luminvest Wealth Management LLC | 0.29% | No change | 11,914 | $695K |
| Bragg Financial Advisors, Inc | 0.03% | Add +9.2% | 11,913 | $695K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.7% | 11,910 | $695K |
| Panoramic Investment Advisors, LLC | 0.47% | Reduce -1.6% | 11,905 | $695K |
| Horizons Wealth Management | 0.52% | Reduce -1.7% | 11,864 | $692K |
| Investment Management Corp. /Va/ | 0.62% | New | 11,854 | $692K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.1% | 11,823 | $690K |
| Nicolet Bankshares Inc. | 0.14% | Reduce -0.1% | 11,814 | $689K |
| TCV Trust & Wealth Management, Inc. | 0.06% | Reduce -5.3% | 11,788 | $688K |
| Centricity Wealth Management, LLC | 0.62% | Add +1.3% | 11,778 | $687K |
| Maltin Wealth Management, Inc. | 0.32% | Add +5.6% | 11,766 | $687K |
| McRae Capital Management Inc. | 0.14% | Add +1.1% | 11,760 | $686K |
| BKM Wealth Management, LLC | 0.28% | Reduce -1.8% | 11,747 | $685K |
| Northwest Capital Management Inc | 0.28% | Add +57.7% | 11,743 | $685K |
| Keystone Wealth Services, LLC | 0.19% | Reduce -0.6% | 11,741 | $685K |
| Seneca House Advisors | 0.29% | Add +0.1% | 11,717 | $684K |
| Intergy Private Wealth, LLC | 0.26% | Reduce -0.4% | 11,695 | $682K |
| Somerset Trust Co | 0.24% | Reduce -10.3% | 11,691 | $682K |
| M.E. Allison & Co., Inc. | 0.67% | Add +0.3% | 11,668 | $681K |
| GeoWealth Management, LLC | 0.03% | Reduce -0.5% | 11,662 | $680K |
| Fusion Family Wealth, LLC | 0.06% | Add +2.0% | 11,656 | $680K |
| Waterloo Capital, L.P. | 0.06% | Add +3.5% | 11,651 | $680K |
| Brandywine Oak Private Wealth LLC | 0.07% | Reduce -0.2% | 11,650 | $680K |
| Emprise Bank | 0.36% | Reduce -0.8% | 11,637 | $679K |
| Clearbridge Investments, LLC | 0.00% | Add +1.1% | 11,605 | $677K |
| Morris Financial Concepts, Inc. | 0.28% | Reduce -2.6% | 11,585 | $676K |
| First National Bank Sioux Falls | 0.27% | No change | 11,569 | $675K |
| Central Pacific Bank - Trust Division | 0.10% | No change | 11,525 | $672K |
| Global Wealth Strategies & Associates | 0.20% | Reduce -4.8% | 11,499 | $671K |
| Future You Wealth LLC | 0.43% | New | 11,471 | $669K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +6.3% | 11,457 | $669K |
| American State Bank (Iowa) | 0.40% | No change | 11,407 | $666K |
| Slow Capital, Inc. | 0.09% | No change | 11,395 | $665K |
| Tilia Fiduciary Partners, Inc. | 0.44% | Add +0.6% | 11,395 | $665K |
| Shufro Rose & Co. LLC | 0.05% | Add +0.6% | 11,360 | $663K |
| Kwmg, LLC | 0.07% | Add +0.3% | 11,345 | $662K |
| Archvest Wealth Advisors, Inc. | 0.55% | Reduce -5.7% | 11,322 | $661K |
| KFG Wealth Management, LLC | 0.12% | Reduce -0.6% | 11,304 | $660K |
| Falcon Wealth Planning | 0.07% | Reduce -4.5% | 11,257 | $657K |
| Sharkey, Howes & Javer | 0.09% | Reduce -9.7% | 11,248 | $656K |
| Graybill Wealth Management, LTD. | 0.22% | — | 11,235 | $656K |
| Tennessee Valley Asset Management Partners | 0.11% | Add +2.4% | 11,189 | $653K |
| Adirondack Trust Co. | 0.26% | Reduce -0.1% | 11,185 | $653K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 11,125 | $649K |
| Plancorp, LLC | 0.03% | Reduce -4.3% | 11,124 | $649K |
| Wallace Advisory Group, LLC | 0.45% | Add +4.7% | 10,407 | $648K |
| Stanley-Laman Group, Ltd. | 0.10% | Add +14.2% | 11,092 | $647K |
| Tyche Wealth Partners LLC | 0.14% | Add +5.4% | 11,091 | $647K |
| Stephens Consulting, LLC | 0.16% | Reduce -9.7% | 11,067 | $646K |
| Ironwood Investment Counsel, LLC | 0.11% | No change | 11,035 | $644K |
| Summit Asset Management, LLC | 0.11% | Reduce -3.7% | 11,016 | $643K |
| J. W. Coons Advisors, LLC | 0.17% | Add +0.0% | 11,011 | $642K |
| Marathon Strategic Advisors, LLC | 0.69% | No change | 11,009 | $642K |
| Clarity Capital Advisors, LLC | 0.42% | No change | 10,981 | $641K |
| PGIM Custom Harvest LLC | 0.02% | Reduce -26.1% | 10,971 | $640K |
| Planned Solutions, Inc. | 0.26% | Add +0.2% | 10,945 | $639K |
| New Insight Wealth Advisors | 0.29% | Reduce -8.8% | 10,930 | $638K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +1.5% | 10,793 | $630K |
| Legacy Financial Group LLC | 0.10% | Reduce -6.3% | 10,772 | $629K |
| Olde Wealth Management, LLC | 0.22% | No change | 10,776 | $628K |
| Next Level Wealth Planning, LLC | 0.47% | Add +0.0% | 10,738 | $627K |
| Key Financial Inc | 0.14% | Reduce -4.3% | 10,723 | $626K |
| Strategies Wealth Advisors, LLC | 0.08% | Reduce -2.9% | 10,718 | $625K |
| Root Financial Partners, LLC | 0.07% | Reduce -25.6% | 10,712 | $625K |
| Carl P. Sherr & Co., LLC | 0.34% | No change | 10,704 | $625K |
| Whitaker-Myers Wealth Managers, LTD. | 0.17% | Reduce -25.2% | 10,695 | $624K |
| Keystone Financial Services, LLC | 0.53% | Reduce -3.8% | 10,681 | $623K |
| LPWM LLC | 0.20% | Add +190.3% | 10,679 | $623K |
| Weatherly Asset Management L. P. | 0.06% | No change | 10,677 | $623K |
| Checchi Capital Advisers, LLC | 0.04% | No change | 10,635 | $621K |
| Opus Capital Group, LLC | 0.08% | Add +0.2% | 10,625 | $620K |
| HHM Wealth Advisors, LLC | 0.08% | Reduce -0.0% | 10,620 | $620K |
| Uptick Partners, LLC | 0.21% | Reduce -1.7% | 10,570 | $617K |
| SIMA Wealth Partners, LLC | 0.51% | Reduce -1.9% | 10,539 | $615K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 10,520 | $614K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +19.9% | 10,519 | $614K |
| Elk River Wealth Management LLC | 0.11% | Reduce -0.9% | 10,515 | $614K |
| Red Door Wealth Management, LLC | 0.09% | Reduce -15.0% | 10,497 | $612K |
| FourThought Financial Partners, LLC | 0.06% | Reduce -1.5% | 10,489 | $612K |
| Delta Financial Group, Inc. | 0.14% | Add +4.0% | 10,151 | $612K |
| Larson Financial Group LLC | 0.03% | Add +32.8% | 10,488 | $612K |
| Dagco, Inc. | 0.20% | Reduce -5.2% | 10,485 | $612K |
| Legacy Bridge, LLC | 0.34% | Add +76.0% | 10,422 | $608K |
| Pandora Wealth, Inc. | 0.40% | — | 10,378 | $606K |
| FSB Premier Wealth Management, Inc. | 0.24% | Add +0.5% | 10,365 | $605K |
| First Manhattan Co. Llc. | 0.00% | No change | 10,347 | $604K |
| Juncture Wealth Strategies, LLC | 0.23% | No change | 10,324 | $602K |
| Howard Wealth Management, LLC | 0.33% | Reduce -0.7% | 10,299 | $601K |
| Innealta Capital, LLC | 0.33% | Reduce -10.0% | 10,250 | $598K |
| Oak Asset Management, LLC | 0.22% | Reduce -0.2% | 10,240 | $598K |
| American Money Management, LLC | 0.11% | Reduce -0.6% | 10,231 | $597K |
| Insight Inv LLC | 0.41% | Add +5.7% | 10,230 | $597K |
| Jackson Hole Capital Partners, LLC | 0.12% | Reduce -0.1% | 10,200 | $595K |
| LM Advisors LLC | 0.11% | Add +7.9% | 10,205 | $595K |
| Romano Brothers and Company | 0.08% | No change | 10,149 | $592K |
| Apriem Advisors | 0.07% | Reduce -17.6% | 10,145 | $592K |
| Crowley Wealth Management, Inc. | 0.56% | Reduce -6.9% | 10,136 | $591K |
| Ballast, Inc. | 0.17% | No change | 10,123 | $591K |
| Integrated Investment Consultants, LLC | 0.12% | New | 10,081 | $588K |
| Code Waechter LLC | 0.48% | Add +21.1% | 10,080 | $588K |
| Indiana Trust & Investment Management Co | 0.21% | Reduce -1.1% | 10,060 | $587K |
| FSA Wealth Management LLC | 0.25% | Add +3.7% | 1,042 | $586K |
| Eight 31 Financial, LLC | 0.38% | Add +17.2% | 10,036 | $586K |
| Inlight Wealth Management, LLC | 0.36% | New | 10,027 | $585K |
| Sawgrass Asset Management LLC | 0.07% | Reduce -22.1% | 9,975 | $582K |
| Powell Investment Advisors, LLC | 0.29% | Add +24.4% | 9,972 | $582K |
| Paladin Advisory Group, LLC | 0.46% | Reduce -5.0% | 9,955 | $581K |
| Blue Trust, Inc. | 0.01% | Add +7.2% | 9,900 | $578K |
| Aviance Capital Partners, LLC | 0.08% | Reduce -2.0% | 9,885 | $577K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -9.0% | 9,867 | $576K |
| Guyasuta Investment Advisors Inc. | 0.04% | Add +0.5% | 9,865 | $576K |
| Eq LLC | 0.27% | Reduce -0.8% | 9,850 | $575K |
| Alta Wealth Advisors LLC | 0.26% | Reduce -0.1% | 9,831 | $574K |
| Gen-Wealth Partners Inc | 0.24% | No change | 9,830 | $574K |
| SGL Investment Advisors, Inc. | 0.30% | Add +23.8% | 9,707 | $572K |
| United Advisor Group, LLC | 0.12% | Reduce -1.4% | 9,770 | $570K |
| DF Dent & Co. Inc. | 0.01% | New | 9,750 | $569K |
| Farmers National Bank | 0.16% | Add +5.9% | 9,743 | $569K |
| Mitchell Capital Management Co. | 0.11% | Reduce -6.4% | 9,711 | $567K |
| Pinnacle Wealth Management Group, Inc. | 0.39% | Add +47.3% | 9,665 | $564K |
| BCS Wealth Management | 0.14% | Add +0.6% | 9,643 | $563K |
| Athena Investment Management | 0.34% | Reduce -0.1% | 9,641 | $563K |
| Camarda Financial Advisors, LLC | 0.25% | Add +55.5% | 9,602 | $560K |
| Toronto Dominion Bank | 0.00% | New | 9,607 | $560K |
| Hobbs Group Advisors, LLC | 0.21% | Reduce -2.1% | 9,572 | $559K |
| Plante Moran Financial Advisors, LLC | 0.05% | Reduce -25.7% | 9,568 | $558K |
| Canvas Wealth Advisors, LLC | 0.14% | Add +48.2% | 10,125 | $556K |
| Tme Financial, Inc. | 0.48% | Add +0.7% | 9,499 | $554K |
| Burney Co./ | 0.02% | Add +13.1% | 9,495 | $554K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -12.3% | 9,473 | $553K |
| ARS Investment Partners, LLC | 0.05% | No change | 8,863 | $552K |
| Johnson Bixby & Associates, LLC | 0.08% | Reduce -2.1% | 9,418 | $550K |
| Invst, LLC | 0.07% | Reduce -96.7% | 9,404 | $549K |
| Private Wealth Partners, LLC | 0.05% | Reduce -12.7% | 9,400 | $548K |
| Safeguard Financial, LLC | 0.12% | Add +5.5% | 9,398 | $548K |
| Albion Financial Group | 0.04% | Add +21.1% | 9,397 | $548K |
| Whalerock Point Partners, LLC | 0.13% | Add +37.8% | 9,395 | $548K |
| Bath Savings Trust Co | 0.06% | Reduce -9.2% | 9,388 | $548K |
| Centurion Wealth Management LLC | 0.17% | No change | 8,745 | $545K |
| Meridian Investment Counsel Inc. | 0.16% | No change | 9,315 | $544K |
| Stone House Investment Management, LLC | 0.11% | Add +20.1% | 9,270 | $541K |
| Lam Group, Inc. | 0.40% | No change | 9,250 | $540K |
| Balboa Wealth Partners | 0.13% | Add +2.9% | 9,233 | $539K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -51.0% | 9,228 | $538K |
| Zullo Investment Group, Inc. | 0.23% | Reduce -5.1% | 9,221 | $538K |
| Global Trust Asset Management, LLC | 0.33% | Reduce -89.7% | 9,208 | $537K |
| Prasad Wealth Partners, LLC | 0.18% | Add +0.3% | 9,198 | $537K |
| Clear Creek Financial Management, LLC | 0.06% | Add +66.2% | 9,197 | $537K |
| Running Point Capital Advisors, LLC | 0.17% | No change | 9,185 | $536K |
| Goodman Financial Corp | 0.12% | No change | 9,165 | $535K |
| Austin Private Wealth, LLC | 0.05% | Reduce -15.2% | 9,152 | $534K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -0.6% | 9,138 | $533K |
| Melone Private Wealth, LLC | 0.28% | Reduce -5.6% | 9,115 | $532K |
| Absolute Capital Management, LLC | 0.31% | Reduce -4.5% | 9,112 | $532K |
| Adaptive Financial Consulting, LLC | 0.23% | Add +0.1% | 9,098 | $531K |
| Richardson Financial Services Inc. | 0.40% | No change | 9,063 | $529K |
| Beacon Financial Advisory LLC | 0.16% | New | 9,063 | $529K |
| CVFG LLC | 0.48% | Reduce -10.6% | 9,052 | $528K |
| Lazard Freres Gestion S.A.S. | 0.01% | No change | 9,050 | $528K |
| Canandaigua National Trust Co of Florida | 0.47% | Reduce -1.0% | 9,045 | $528K |
| Peachtree Investment Partners, LLC | 0.21% | Reduce -0.6% | 9,042 | $528K |
| MRWM Advisors, LLC | 0.36% | Add +0.2% | 8,984 | $524K |
| Patton Albertson Miller Group, LLC | 0.08% | Reduce -1.1% | 8,960 | $523K |
| Sierra Summit Advisors LLC | 0.11% | Reduce -3.4% | 8,950 | $522K |
| Allstate Corp. | 0.02% | New | 8,950 | $522K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.23% | Reduce -78.5% | 8,933 | $521K |
| Prosperity Planning, Inc. | 0.23% | No change | 8,908 | $520K |
| Kovack Advisors, Inc. | 0.05% | Add +29.4% | 8,874 | $518K |
| Vista Investment Partners Ii, LLC | 0.29% | Reduce -0.4% | 8,863 | $517K |
| New Republic Capital, LLC | 0.22% | Add +267.1% | 8,848 | $516K |
| Sandhill Capital Partners LLC | 0.04% | Add +4.0% | 8,816 | $514K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -6.0% | 8,789 | $513K |
| Sterling Investment Advisors, Ltd. | 0.12% | Reduce -2.2% | 8,755 | $511K |
| Spirit of America Management Corp. | 0.10% | Reduce -0.6% | 8,754 | $511K |
| Wick Capital Partners, LLC | 0.15% | Add +0.0% | 8,714 | $508K |
| Inspire Advisors, LLC | 0.06% | Reduce -15.5% | 8,688 | $507K |
| Oxinas Partners, LLC | 0.30% | No change | 8,685 | $507K |
| Fermata Advisors, LLC | 0.09% | Add +35.8% | 8,677 | $506K |
| First Trust Advisors LP | 0.00% | Add +28.2% | 8,663 | $505K |
| Yukon Wealth Management, Inc. | 0.21% | — | 8,661 | $505K |
| Hemington Wealth Management | 0.08% | Reduce -3.8% | 8,665 | $505K |
| Roundview Capital LLC | 0.04% | Add +21.5% | 8,641 | $504K |
| Transatlantique Private Wealth LLC | 0.20% | No change | 8,620 | $503K |
| Financial Futures Ltd Liability Co. | 0.28% | Add +1.3% | 8,583 | $501K |
| City State Bank | 0.17% | Add +2.1% | 8,580 | $501K |
| Breed's Hill Capital LLC | 0.27% | No change | 8,550 | $499K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | No change | 8,525 | $497K |
| Pacifica Partners Inc. | 0.23% | Add +2.6% | 8,947 | $497K |
| Xponance LLC | 0.00% | Add +35.8% | 8,467 | $494K |
| Hummer Financial Advisory Services Inc | 0.40% | Add +3.0% | 8,460 | $494K |
| Sage Rhino Capital LLC | 0.11% | No change | 8,400 | $490K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.96% | Add +16.6% | 8,397 | $490K |
| William Howard & Co Financial Advisors Inc | 0.46% | Reduce -7.5% | 8,358 | $488K |
| Fort Sheridan Advisors LLC | 0.07% | Add +2.4% | 8,354 | $487K |
| Seven Mile Advisory | 0.32% | Reduce -0.6% | 8,327 | $486K |
| Twin Peaks Wealth Advisors, LLC | 0.22% | Reduce -62.9% | 8,821 | $485K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -6.8% | 8,297 | $484K |
| Investor's Fiduciary Advisor Network, LLC | 0.23% | Reduce -6.1% | 8,271 | $482K |
| Intelligence Driven Advisers, LLC | 0.09% | No change | 8,240 | $481K |
| World Equity Group, Inc. | 0.14% | Reduce -38.7% | 8,074 | $481K |
| High Falls Advisors, Inc | 0.11% | Reduce -16.7% | 8,235 | $481K |
| Melfa Wealth Management, Inc. | 0.32% | Add +1.0% | 8,230 | $480K |
| Kelleher Financial Advisors | 0.19% | No change | 8,225 | $480K |
| Severin Investments, LLC | 0.48% | Reduce -36.9% | 8,168 | $477K |
| Barnes Wealth Management Group, Inc | 0.30% | Add +12.7% | 8,137 | $475K |
| Collar Capital Management, LLC | 0.43% | No change | 8,125 | $474K |
| Strategic Financial Partners, Ltd. | 0.25% | No change | 8,115 | $474K |
| True Link Financial Advisors, LLC | 0.04% | New | 8,115 | $474K |
| Aurora Private Wealth, Inc. | 0.38% | Reduce -0.7% | 8,101 | $473K |
| CFM Wealth Partners LLC | 0.08% | Add +0.3% | 8,092 | $472K |
| Cutler Investment Counsel LLC | 0.06% | Reduce -4.0% | 8,090 | $472K |
| Eagle Strategies LLC | 0.08% | Add +40.7% | 8,085 | $472K |
| Financial Life Planners | 0.46% | Reduce -2.0% | 8,067 | $471K |
| Global Strategic Investment Solutions, LLC | 0.05% | Reduce -0.0% | 8,024 | $468K |
| Rollins Financial Advisors, LLC | 0.08% | Reduce -8.6% | 8,016 | $468K |
| Hohimer Wealth Management, LLC | 0.09% | Add +9.0% | 8,013 | $468K |
| Augustine Asset Management Inc. | 0.14% | No change | 8,010 | $467K |
| Haverford Financial Services, Inc. | 0.14% | No change | 8,000 | $467K |
| Stokes Family Office, LLC | 0.05% | Add +0.4% | 7,990 | $466K |
| IAG Wealth Partners, LLC | 0.07% | No change | 7,988 | $466K |
| Martin Capital Advisors, LLP | 0.33% | No change | 7,975 | $465K |
| Burling Wealth Partners, LLC | 0.10% | Add +38.8% | 7,962 | $465K |
| Everett Harris & Co. | 0.01% | Reduce -9.3% | 7,960 | $464K |
| LVW Advisors, LLC | 0.06% | Reduce -0.8% | 7,951 | $464K |
| Southland Equity Partners LLC | 0.11% | Reduce -0.4% | 7,938 | $463K |
| Avion Wealth | 0.12% | No change | 7,435 | $463K |
| Lion Street Advisors, LLC | 0.15% | Add +6.8% | 7,917 | $462K |
| McElhenny Sheffield Capital Management, LLC | 0.17% | Add +13.2% | 7,910 | $462K |
| FWG Holdings, LLC | 0.23% | Reduce -7.9% | 8,071 | $461K |
| Hazlett, Burt & Watson, Inc. | 0.21% | Add +2.0% | 7,804 | $459K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -12.7% | 7,824 | $457K |
| McIlrath & Eck, LLC | 0.06% | Reduce -6.9% | 7,820 | $456K |
| Lewis Asset Management, LLC | 0.38% | Reduce -1.2% | 7,782 | $454K |
| Drexel Morgan & Co. | 0.10% | No change | 7,755 | $453K |
| Legacy Financial Advisors, Inc. | 0.08% | Reduce -17.9% | 7,742 | $452K |
| SP Asset Management LLC | 0.04% | Add +0.1% | 7,709 | $450K |
| Stevens Capital Partners | 0.21% | Reduce -15.9% | 7,698 | $449K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -0.5% | 8,060 | $449K |
| Wealth Management Associates, Inc. | 0.19% | Reduce -0.7% | 7,661 | $447K |
| Paulson Wealth Management Inc. | 0.13% | Add +1.2% | 7,616 | $444K |
| Chicago Capital, LLC | 0.01% | New | 7,614 | $444K |
| Bill Few Associates, Inc. | 0.16% | Reduce -7.9% | 7,606 | $444K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -86.1% | 7,597 | $443K |
| Ameriflex Group, Inc. | 0.18% | Reduce -8.3% | 7,562 | $441K |
| Wealthcare Capital Partners, LLC | 0.23% | No change | 7,540 | $440K |
| Lifeworks Advisors, LLC | 0.07% | Add +14.2% | 7,532 | $439K |
| Prime Buchholz LLC | 0.15% | Add +0.3% | 7,509 | $438K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -6.2% | 7,479 | $436K |
| Grant Street Asset Management, Inc. | 0.11% | Add +0.4% | 7,466 | $436K |
| WNY Asset Management, LLC | 0.05% | Add +1.7% | 7,421 | $433K |
| Cascade Financial Partners, LLC | 0.05% | New | 7,388 | $431K |
| Smith Salley Wealth Management | 0.03% | Reduce -3.3% | 7,370 | $430K |
| Nicolet Advisory Services, LLC | 0.04% | Add +8.8% | 7,995 | $429K |
| Live Oak Private Wealth LLC | 0.07% | Add +0.1% | 7,355 | $429K |
| Carson Advisory Inc. | 0.29% | Add +17.2% | 7,304 | $426K |
| Tradition Wealth Management, LLC | 0.04% | Add +3.7% | 7,296 | $426K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +0.2% | 7,275 | $425K |
| Peak Asset Management, LLC | 0.08% | Reduce -6.1% | 7,275 | $425K |
| Chancellor Financial Group WB LP | 0.35% | Reduce -0.1% | 7,257 | $423K |
| Bogart Wealth, LLC | 0.02% | No change | 7,256 | $423K |
| Norden Group LLC | 0.05% | Reduce -3.7% | 7,229 | $422K |
| Grove Street Fiduciary, LLC | 0.21% | Add +47.1% | 7,187 | $419K |
| DDD Partners, LLC | 0.05% | Reduce -0.9% | 7,146 | $417K |
| My Personal CFO, LLC | 0.21% | No change | 7,140 | $417K |
| BTC Capital Management, Inc. | 0.04% | Add +32.1% | 7,129 | $416K |
| Heritage Trust Co | 0.05% | No change | 7,124 | $416K |
| Ardent Capital Management, Inc. | 0.18% | No change | 7,120 | $415K |
| Aries Wealth Management | 0.11% | No change | 7,071 | $413K |
| Capital Planning LLC | 0.12% | No change | 7,067 | $412K |
| CapWealth Advisors, LLC | 0.04% | Reduce -2.0% | 7,060 | $412K |
| Saiph Capital, LLC | 0.20% | New | 7,031 | $410K |
| Greenhouse Wealth Management, LLC | 0.31% | Add +0.3% | 7,017 | $409K |
| Selway Asset Management | 0.17% | No change | 7,000 | $408K |
| Mason & Associates Inc | 0.10% | Reduce -2.4% | 6,988 | $408K |
| Balentine LLC | 0.02% | No change | 6,981 | $407K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +1.4% | 6,979 | $407K |
| BIP Wealth, LLC | 0.03% | Reduce -10.6% | 6,972 | $407K |
| WealthPLAN Partners, LLC | 0.06% | Add +33.8% | 6,968 | $407K |
| Patten & Patten Inc. | 0.03% | Reduce -4.5% | 6,950 | $406K |
| HUB Investment Partners, LLC | 0.02% | Add +20.9% | 6,917 | $404K |
| Dynamic Financial Group | 0.40% | Add +5.0% | 6,917 | $404K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -6.4% | 6,864 | $401K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -35.0% | 6,861 | $400K |
| Ti-Trust, Inc. | 0.27% | Reduce -1.0% | 6,860 | $400K |
| Clear Point Advisors Inc. | 0.36% | Reduce -10.9% | 6,837 | $399K |
| JT Stratford LLC | 0.07% | Reduce -1.3% | 6,828 | $398K |
| Keebeck Wealth Management | 0.06% | No change | 6,825 | $398K |
| Defined Wealth Management, LLC | 0.27% | Reduce -0.4% | 6,817 | $398K |
| Rise Advisors, LLC | 0.18% | Reduce -24.7% | 6,816 | $398K |
| Penobscot Investment Management Company, Inc. | 0.04% | Add +26.2% | 6,815 | $398K |
| Legacy PCG, LLC | 0.28% | No change | 6,795 | $396K |
| Debussy Capital Management LP | 0.06% | Add +8.6% | 6,778 | $396K |
| Mainstream Capital Management LLC | 0.31% | Reduce -4.1% | 6,759 | $394K |
| Okabena Investment Services Inc. | 0.10% | No change | 6,755 | $394K |
| Values Added Financial LLC | 0.22% | Reduce -9.0% | 6,736 | $393K |
| Center For Asset Management LLC | 0.24% | No change | 6,735 | $393K |
| Mystic Asset Management, Inc. | 0.10% | Add +9.8% | 6,720 | $392K |
| Kings Path Partners LLC | 0.19% | No change | 6,700 | $391K |
| Accredited Wealth Management, LLC | 0.33% | Add +23.1% | 6,635 | $387K |
| Peregrine Asset Advisers, Inc. | 0.14% | Reduce -1.2% | 6,630 | $387K |
| Black Diamond Financial, LLC | 0.06% | Add +0.1% | 6,574 | $384K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Reduce -0.8% | 6,573 | $384K |
| One Wealth Management Investment & Advisory Services, LLC | 0.64% | Reduce -3.3% | 6,573 | $384K |
| BCGM Wealth Management, LLC | 0.12% | Reduce -1.3% | 6,553 | $382K |
| Latitude Advisors, LLC | 0.22% | Reduce -9.1% | 6,546 | $382K |
| Dopkins Wealth Management, LLC | 0.19% | No change | 6,535 | $381K |
| Meridian Financial Partners LLC | 0.19% | No change | 6,535 | $381K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +4.4% | 6,526 | $381K |
| Radnor Capital Management, LLC | 0.06% | New | 6,510 | $380K |
| Susquehanna International Group, LLP | 0.00% | New | 6,510 | $380K |
| WealthCare Investment Partners, LLC | 0.16% | Add +3.9% | 7,076 | $379K |
| Brooklyn Investment Group | 0.08% | New | 6,492 | $379K |
| Elios Financial Group Inc. | 0.19% | Reduce -1.6% | 6,457 | $377K |
| Tradewinds, LLC. | 0.11% | Add +0.1% | 6,455 | $377K |
| McDaniel Terry & Co. | 0.03% | No change | 6,440 | $376K |
| Sonora Investment Management Group, LLC | 0.03% | Reduce -0.6% | 6,443 | $376K |
| Sunburst Financial Group, LLC | 0.09% | Reduce -2.4% | 6,427 | $375K |
| Moss Adams Wealth Advisors LLC | 0.04% | Add +39.8% | 6,423 | $375K |
| Prodigy Asset Management LLC | 0.30% | Add +33.5% | 6,420 | $375K |
| Berkeley Capital Partners, LLC | 0.10% | No change | 6,410 | $374K |
| Sheridan Capital Management, LLC | 0.27% | Add +68.4% | 6,400 | $373K |
| Foster & Motley Inc. | 0.02% | No change | 6,399 | $373K |
| Maia Wealth LLC | 0.08% | Add +24.2% | 6,762 | $372K |
| Asset Dedication, LLC | 0.03% | Add +8.9% | 6,359 | $371K |
| Abound Wealth Management | 0.12% | Add +26.3% | 6,354 | $371K |
| Marble Harbor Investment Counsel, LLC | 0.04% | No change | 6,335 | $370K |
| Archer Investment Corp | 0.10% | Add +0.0% | 6,311 | $368K |
| J.P. Marvel Investment Advisors, LLC | 0.06% | No change | 6,295 | $367K |
| Stonegate Investment Group, LLC | 0.01% | Add +40.8% | 6,264 | $366K |
| L.M. Kohn & Company | 0.10% | Reduce -2.0% | 6,251 | $365K |
| Ashford Advisors, LLC | 0.09% | No change | 6,250 | $365K |
| WPWealth LLP | 0.07% | No change | 6,244 | $364K |
| Phillips Wealth Planners LLC | 0.38% | Add +4.8% | 6,699 | $364K |
| Range Financial Group LLC | 0.16% | Add +1.6% | 6,238 | $364K |
| Morton Capital Management LLC | 0.07% | Add +1.8% | 6,234 | $364K |
| Alpha Cubed Investments, LLC | 0.02% | Add +4.3% | 6,226 | $363K |
| Sandbox Financial Partners, LLC | 0.13% | Reduce -95.6% | 6,204 | $362K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -58.4% | 6,183 | $361K |
| Pollock Investment Advisors, LLC | 0.29% | No change | 6,175 | $360K |
| Financial Guidance Group, Inc. | 0.19% | Add +4.2% | 6,175 | $360K |
| Obsidian Cio, LLC | 0.06% | Add +8.7% | 6,173 | $360K |
| First Bancorp, Inc | 0.23% | No change | 6,163 | $360K |
| Legacy Wealth Managment, LLC | 0.26% | New | 6,152 | $359K |
| NWF Advisory Services Inc. | 0.05% | Reduce -26.6% | 6,146 | $359K |
| Rappaport Reiches Capital Management, LLC | 0.09% | Reduce -7.7% | 6,135 | $358K |
| Envision Financial LLC | 0.27% | Reduce -24.3% | 6,121 | $357K |
| Ade, LLC | 0.21% | Add +0.0% | 6,105 | $356K |
| Montz Harcus Wealth Management LLC | 0.19% | Add +0.3% | 6,091 | $355K |
| Rothschild Capital Partners, LLC | 0.09% | Reduce -9.4% | 6,090 | $355K |
| Barr E S & Co. | 0.02% | No change | 6,085 | $355K |
| Collaborative Wealth Managment Inc. | 0.17% | Reduce -20.4% | 6,068 | $354K |
| Auxano Advisors, LLC | 0.09% | Add +0.3% | 6,043 | $353K |
| Global Financial Private Client, LLC | 0.13% | No change | 6,035 | $352K |
| Trek Financial, LLC | 0.03% | Add +6.3% | 6,034 | $352K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +2.9% | 6,016 | $351K |
| IMS Capital Management | 0.18% | Reduce -7.7% | 6,015 | $351K |
| LexAurum Advisors, LLC | 0.07% | Reduce -1.4% | 6,003 | $350K |
| Plum Street Advisors, LLC | 0.17% | No change | 5,991 | $350K |
| JB Capital LLC | 0.02% | Add +2.1% | 5,986 | $349K |
| BOS Asset Management, LLC | 0.12% | No change | 5,974 | $349K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -27.9% | 5,946 | $347K |
| W Advisors, LLC | 0.22% | No change | 5,931 | $346K |
| Calton & Associates, Inc. | 0.08% | New | 5,925 | $346K |
| Faithward Advisors, LLC | 0.06% | Reduce -2.2% | 5,925 | $346K |
| Jentner Corp | 0.10% | No change | 5,900 | $344K |
| TFC Financial Management, Inc. | 0.05% | Add +0.0% | 5,894 | $344K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 5,890 | $344K |
| Princeton Capital Management LLC | 0.12% | No change | 5,890 | $344K |
| Latko Wealth Management, Ltd. | 0.22% | Reduce -6.1% | 5,884 | $343K |
| Synergy Investment Management, LLC | 0.14% | Add +1.3% | 5,874 | $343K |
| Van Cleef Asset Management,Inc | 0.04% | Reduce -0.3% | 5,855 | $342K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +1.2% | 5,851 | $341K |
| Fox Financial, Inc | 0.32% | No change | 5,840 | $341K |
| Main Street Group, LTD | 0.15% | Add +3.0% | 5,793 | $338K |
| REAP Financial Group, LLC | 0.08% | No change | 5,783 | $337K |
| Legacy Edge Advisors, LLC | 0.05% | Add +4.0% | 5,775 | $337K |
| Houlihan Financial Resource Group, Ltd. | 0.15% | No change | 5,755 | $336K |
| Bull Street Advisors, LLC | 0.16% | No change | 5,745 | $335K |
| Edgestream Partners, L.P. | 0.01% | Add +76.6% | 5,739 | $335K |
| Aberdeen Wealth Management LLC | 0.23% | No change | 5,725 | $334K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | New | 5,725 | $334K |
| Bernardo Wealth Planning LLC | 0.08% | Add +0.0% | 5,724 | $334K |
| Secure Asset Management, LLC | 0.07% | Add +42.2% | 5,705 | $333K |
| Schnieders Capital Management LLC | 0.07% | Reduce -2.2% | 5,705 | $333K |
| Cherrydale Wealth Management, LLC | 0.13% | Reduce -1.3% | 5,684 | $332K |
| Vantage Point Financial LLC | 0.17% | Reduce -8.0% | 5,656 | $330K |
| Successful Portfolios LLC | 0.22% | Add +1.7% | 5,644 | $329K |
| Boston Trust Walden Corp | 0.00% | No change | 5,635 | $329K |
| Clarity Capital Partners LLC | 0.13% | Add +10.9% | 5,625 | $328K |
| Financial Perspectives, Inc | 0.11% | Add +1.7% | 5,620 | $328K |
| Gradient Capital Advisors, LLC | 0.11% | No change | 5,605 | $327K |
| McNaughton Wealth Management, LLC | 0.16% | No change | 5,600 | $327K |
| Mission Financial Group, LLC | 0.30% | — | 4,791 | $324K |
| Forte Capital LLC | 0.04% | Add +3.6% | 5,520 | $322K |
| Heritage Family Offices, LLP | 0.16% | Add +0.1% | 5,520 | $322K |
| Security Benefit Life Insurance Co. | 0.12% | Reduce -54.2% | 5,500 | $321K |
| Welch Group, LLC | 0.01% | Add +12.3% | 5,513 | $321K |
| Staley Capital Advisers Inc. | 0.01% | Reduce -22.5% | 5,470 | $319K |
| Aspen Investment Management Inc | 0.15% | Add +22.5% | 5,475 | $319K |
| LongView Wealth Management | 0.10% | Reduce -7.2% | 5,455 | $318K |
| Creative Capital Management Investments LLC | 0.12% | Add +14.7% | 5,454 | $318K |
| Selective Wealth Management, Inc. | 0.14% | Add +0.3% | 5,851 | $318K |
| Capital Wealth Management, LLC | 0.13% | Add +0.0% | 5,448 | $318K |
| Millstone Evans Group, LLC | 0.22% | Add +3.1% | 5,448 | $318K |
| Potomac Fund Management Inc. | 0.14% | Reduce -15.4% | 5,927 | $318K |
| Family Office Research LLC | 0.15% | Add +6.8% | 5,443 | $318K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 5,441 | $317K |
| Shira Ridge Wealth Management | 0.16% | Reduce -3.3% | 5,436 | $317K |
| Partners in Financial Planning | 0.06% | Add +0.1% | 5,428 | $317K |
| Signal Advisors Wealth, LLC | 0.03% | Add +35.0% | 5,418 | $316K |
| Dimension Capital Management LLC | 0.06% | No change | 5,400 | $315K |
| Drum Hill Capital, LLC | 0.37% | No change | 5,375 | $314K |
| Gilman Hill Asset Management, LLC | 0.05% | No change | 5,350 | $312K |
| Segment Wealth Management, LLC | 0.02% | No change | 5,340 | $312K |
| SkyOak Wealth, LLC | 0.07% | Reduce -10.5% | 5,325 | $311K |
| Berger Financial Group, Inc | 0.02% | New | 5,296 | $309K |
| Requisite Capital Management, LLC | 0.07% | Add +0.4% | 5,295 | $309K |
| Bank Ozk | 0.13% | Reduce -5.2% | 5,282 | $308K |
| Watts Gwilliam & Co., LLC | 0.07% | Add +16.6% | 5,276 | $308K |
| Ellsworth Advisors, LLC | 0.08% | Add +0.2% | 5,259 | $307K |
| Hills Bank & Trust Co | 0.02% | Add +0.1% | 5,255 | $307K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 5,238 | $306K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | Add +25.3% | 5,240 | $306K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Add +1.4% | 5,213 | $304K |
| Canopy Partners, LLC | 0.12% | Add +11.1% | 5,201 | $303K |
| Resurgent Financial Advisors LLC | 0.18% | Add +2.2% | 5,153 | $301K |
| Naviter Wealth, LLC | 0.04% | No change | 5,147 | $300K |
| Fingerlakes Wealth Management, Inc. | 0.25% | Add +29.1% | 5,097 | $297K |
| RVW Wealth, LLC | 0.03% | Reduce -12.3% | 5,090 | $297K |
| Richmond Investment Services, LLC | 0.16% | Add +0.1% | 5,089 | $297K |
| Auour Investments LLC | 0.11% | Add +4.4% | 5,215 | $297K |
| Byrne Financial Freedom, LLC | 0.17% | Add +0.0% | 5,039 | $294K |
| Facet Wealth, Inc. | 0.01% | Reduce -11.5% | 5,021 | $294K |
| Fiduciary Alliance LLC | 0.03% | Add +51.1% | 5,034 | $294K |
| Northeast Investment Management | 0.01% | Reduce -9.4% | 5,027 | $293K |
| Bluestem Financial Advisors, LLC | 0.14% | No change | 5,014 | $293K |
| Bantamac Capital, LLC | 0.14% | No change | 5,000 | $292K |
| Parker Investment Management, LLC | 0.05% | New | 4,998 | $292K |
| Compass Capital Corp. /Ma/ | 0.15% | No change | 5,015 | $291K |
| 4J Wealth Management LLC | 0.23% | Reduce -1.3% | 4,977 | $290K |
| Greenspring Advisors, LLC | 0.07% | No change | 4,955 | $289K |
| James J. Burns & Company, LLC | 0.05% | Add +2.3% | 4,937 | $288K |
| HFR Wealth Management, LLC | 0.07% | No change | 4,936 | $288K |
| Roman Butler Fullerton & Co. | 0.11% | New | 5,238 | $288K |
| JFG Wealth Management, LLC | 0.07% | Reduce -0.7% | 4,930 | $288K |
| Monterey Private Wealth, Inc. | 0.08% | Add +0.5% | 4,928 | $288K |
| Worth Financial Advisory Group, LLC | 0.18% | Reduce -0.4% | 4,905 | $286K |
| Mason & Associates, LLC | 0.08% | Reduce -3.8% | 4,903 | $286K |
| Advisor OS, LLC | 0.03% | Add +0.8% | 4,900 | $286K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | No change | 4,895 | $286K |
| Optimum Investment Advisors | 0.13% | No change | 4,885 | $285K |
| Veracity Capital LLC | 0.11% | No change | 4,875 | $284K |
| Lee Danner & Bass Inc. | 0.02% | No change | 4,863 | $284K |
| Advance Capital Management, Inc. | 0.01% | Add +0.3% | 4,854 | $283K |
| Aegis Wealth Management LLC | 0.17% | New | 4,850 | $283K |
| JGP Wealth Management, LLC | 0.04% | Add +2.3% | 4,838 | $282K |
| Main Management LLC | 0.02% | No change | 4,825 | $282K |
| LPF Advisors LLC | 0.23% | Add +0.1% | 4,827 | $282K |
| Forum Financial Management, LP | 0.00% | Reduce -14.2% | 4,818 | $281K |
| TrueWealth Advisors, LLC | 0.09% | Add +17.3% | 4,808 | $281K |
| Brooklyn FI, LLC | 0.09% | Add +3.4% | 4,806 | $280K |
| Gibbs Wealth Management | 0.07% | Reduce -7.5% | 4,788 | $279K |
| Defined Financial Planning LLC | 0.28% | Add +6.6% | 4,741 | $278K |
| Dumont & Blake Investment Advisors LLC | 0.08% | Add +0.0% | 4,764 | $278K |
| Commonwealth Retirement Investments LLC | 0.11% | No change | 4,755 | $277K |
| Geneva Partners, LLC | 0.14% | Add +3.2% | 4,736 | $276K |
| Zuckerman Investment Group, LLC | 0.03% | No change | 4,735 | $276K |
| Private Client Services, LLC | 0.14% | Add +23.1% | 4,733 | $276K |
| Morton Brown Family Wealth, LLC | 0.09% | Reduce -24.6% | 4,702 | $274K |
| First National Bank & Trust Co. of Newtown | 0.06% | Add +0.5% | 4,685 | $273K |
| Medallion Wealth Advisors, LLC | 0.12% | Add +10.1% | 4,646 | $272K |
| Trademark Financial Management, LLC | 0.21% | Reduce -10.8% | 4,656 | $272K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +22.8% | 4,633 | $270K |
| Family Manage LLC | 0.04% | No change | 4,627 | $270K |
| Financial Symmetry Inc | 0.16% | Add +40.9% | 4,601 | $268K |
| Heritage Financial Services, LLC | 0.03% | Reduce -23.1% | 4,593 | $268K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | Add +27.1% | 4,583 | $267K |
| Total Clarity Wealth Management, Inc. | 0.09% | No change | 4,286 | $267K |
| Sentry LLC | 0.05% | Add +36.2% | 4,575 | $267K |
| Visionary Wealth Advisors | 0.02% | Add +4.3% | 4,569 | $267K |
| West Michigan Advisors, LLC | 0.09% | Add +1.4% | 4,564 | $266K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +0.1% | 4,561 | $266K |
| Granite Investment Partners, LLC | 0.01% | No change | 4,555 | $266K |
| Indie Asset Partners, LLC | 0.23% | No change | 4,553 | $266K |
| Seed Wealth Management, Inc. | 0.22% | No change | 4,550 | $265K |
| Independence Bank of Kentucky | 0.04% | No change | 4,550 | $265K |
| Transform Wealth, LLC | 0.02% | Reduce -14.8% | 4,535 | $265K |
| St Germain D J Co. Inc. | 0.01% | Reduce -12.8% | 4,535 | $265K |
| Atwood & Palmer Inc. | 0.02% | No change | 4,530 | $264K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -1.1% | 4,529 | $264K |
| Nabity-Jensen Investment Management Inc | 0.21% | No change | 4,525 | $264K |
| Beaton Management Co. Inc. | 0.14% | No change | 4,530 | $264K |
| Obermeyer Wealth Partners | 0.01% | New | 4,519 | $264K |
| OneAscent Wealth Management LLC | 0.11% | Reduce -5.1% | 4,469 | $261K |
| Silicon Valley Capital Partners | 0.03% | Reduce -11.5% | 4,478 | $261K |
| Quartz Partners, LLC | 0.16% | No change | 4,455 | $260K |
| Affinity Wealth Management LLC | 0.05% | No change | 4,450 | $260K |
| Custos Family Office, LLC | 0.09% | Reduce -9.5% | 4,428 | $258K |
| Paragon Advisors, LLC | 0.10% | New | 4,425 | $258K |
| Veltria Advisors Corp. | 0.17% | No change | 4,420 | $258K |
| Concord Wealth Partners | 0.04% | Reduce -2.6% | 4,415 | $258K |
| Mitchell Sinkler & Starr | 0.07% | No change | 4,385 | $256K |
| MADDEN SECURITIES Corp | 0.10% | No change | 4,372 | $255K |
| Hanson & Doremus Investment Management | 0.04% | No change | 4,370 | $255K |
| Red Lighthouse Investment Management, LLC | 0.10% | No change | 4,190 | $255K |
| DecisionMap Wealth Management, LLC | 0.19% | Reduce -1.9% | 4,359 | $254K |
| Iron Horse Wealth Management, LLC | 0.08% | Reduce -2.8% | 4,333 | $253K |
| Charis Legacy Partners, LLC | 0.48% | No change | 4,305 | $251K |
| LJI Wealth Management, LLC | 0.05% | Reduce -15.1% | 4,302 | $251K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,300 | $251K |
| Axim Planning & Wealth | 0.22% | New | 4,288 | $250K |
| Presilium Private Wealth, LLC | 0.06% | Add +10.9% | 4,268 | $249K |
| Alexander Randolph Advisory, Inc. | 0.24% | Reduce -12.9% | 4,256 | $248K |
| Flaharty Asset Management, LLC | 0.04% | Add +7.2% | 4,247 | $248K |
| Heritage Wealth Partners, LLC | 0.38% | Reduce -2.0% | 4,246 | $248K |
| Coastwise Capital Group, LLC | 0.21% | New | 4,235 | $247K |
| Alpha Financial Advisors, LLC | 0.11% | Reduce -1.2% | 4,222 | $246K |
| Chris Bulman Inc | 0.16% | No change | 4,214 | $246K |
| WestHill Financial Advisors, Inc. | 0.06% | Add +0.1% | 4,200 | $245K |
| Strategy Asset Managers LLC | 0.05% | Reduce -19.8% | 4,195 | $245K |
| Fiduciary Family Office, LLC | 0.08% | Reduce -98.8% | 4,190 | $244K |
| Patrick M Sweeney & Associates, Inc. | 0.18% | No change | 4,187 | $244K |
| New Century Financial Group, LLC | 0.28% | Reduce -72.5% | 4,186 | $244K |
| Alpha Omega Wealth Management LLC | 0.05% | Add +9.2% | 4,184 | $244K |
| Penney Financial, LLC | 0.16% | No change | 4,175 | $244K |
| Praetorian Wealth Management, Inc. | 0.06% | No change | 4,155 | $242K |
| Mengis Capital Management, Inc. | 0.05% | Add +0.2% | 4,151 | $242K |
| Astoria Portfolio Advisors LLC. | 0.08% | New | 4,345 | $242K |
| Park Capital Management, LLC / WI | 0.28% | New | 4,140 | $242K |
| TABR Capital Management, LLC | 0.25% | Add +0.3% | 4,137 | $241K |
| Denver Wealth Management, Inc. | 0.11% | Add +0.2% | 4,132 | $241K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 4,432 | $241K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -75.0% | 4,129 | $240K |
| Aufman Associates Inc | 0.16% | No change | 4,091 | $239K |
| Legacy Capital Wealth Partners, LLC | 0.06% | No change | 4,091 | $239K |
| Blue Barn Wealth, LLC | 0.12% | Add +0.2% | 4,083 | $238K |
| Chilton Capital Management LLC | 0.01% | Reduce -4.2% | 4,054 | $237K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.10% | No change | 4,052 | $236K |
| Sequent Planning LLC | 0.09% | Reduce -2.8% | 4,047 | $236K |
| Noesis Capital Mangement Corp. | 0.05% | Reduce -15.4% | 4,015 | $234K |
| Colonial River Investments, LLC | 0.13% | Reduce -1.2% | 4,010 | $234K |
| Strategic Advisors LLC | 0.04% | Reduce -5.7% | 4,005 | $234K |
| Mainsail Asset Management, LLC | 0.16% | No change | 4,000 | $233K |
| GSG Advisors LLC | 0.08% | New | 4,172 | $233K |
| Everhart Financial Group, Inc. | 0.03% | Add +1.2% | 3,993 | $233K |
| Addison Advisors LLC | 0.06% | No change | 3,989 | $233K |
| TCI Wealth Advisors, Inc. | 0.02% | New | 3,976 | $232K |
| Ceera Investments, LLC | 0.08% | No change | 3,975 | $232K |
| Madrona Financial Services, LLC | 0.06% | Reduce -21.0% | 3,972 | $232K |
| Northstar Advisory Group, LLC | 0.15% | Reduce -30.2% | 3,970 | $232K |
| Claris Financial LLC | 0.15% | No change | 3,717 | $232K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 3,965 | $231K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 3,955 | $231K |
| Asio Capital, LLC | 0.04% | New | 3,955 | $231K |
| McAdam, LLC | 0.01% | New | 3,941 | $230K |
| Freedom Day Solutions, LLC | 0.07% | Add +5.1% | 3,936 | $230K |
| Integral Investment Advisors, Inc. | 0.07% | Reduce -9.6% | 3,925 | $229K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -0.1% | 3,910 | $228K |
| Magnolia Private Wealth, LLC | 0.19% | No change | 3,900 | $228K |
| Jim Saulnier & Associates, LLC | 0.18% | No change | 3,900 | $228K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +12.5% | 3,891 | $227K |
| Focused Wealth Management, Inc | 0.03% | Add +0.2% | 3,890 | $227K |
| Bridgewater Advisors Inc. | 0.02% | New | 3,958 | $226K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -5.7% | 3,870 | $226K |
| Trustco Bank Corp. N Y | 0.24% | No change | 3,868 | $226K |
| Legacy Solutions, LLC | 0.25% | Add +1.1% | 3,866 | $226K |
| Cypress Wealth Services, LLC | 0.05% | No change | 3,865 | $226K |
| Market Street Wealth Management Advisors LLC | 0.04% | Reduce -11.2% | 3,865 | $226K |
| Summit Wealth Group, LLC | 0.07% | No change | 3,850 | $225K |
| Midwest Capital Advisors, LLC | 0.14% | No change | 3,849 | $225K |
| Detalus Advisors, LLC | 0.07% | Reduce -13.0% | 3,846 | $224K |
| Liberty Wealth Management LLC | 0.04% | Reduce -2.0% | 3,843 | $224K |
| Fortis Capital Management LLC | 0.04% | Add +0.8% | 3,843 | $224K |
| Pathway Financial Advisors LLC | 0.04% | New | 3,838 | $224K |
| Nixon Peabody Trust Co. | 0.02% | Reduce -8.1% | 3,837 | $224K |
| Wade Financial Advisory, Inc | 0.08% | No change | 3,835 | $224K |
| True North Advisors, LLC | 0.04% | New | 3,825 | $223K |
| RMR Capital Management, LLC | 0.16% | No change | 3,785 | $221K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 3,760 | $219K |
| Symmetry Partners, LLC | 0.03% | Reduce -12.9% | 3,756 | $219K |
| Hall Capital Management Co. Inc. | 0.10% | No change | 3,750 | $219K |
| Bfsg, LLC | 0.03% | Add +3.5% | 3,747 | $219K |
| Denver PWM, LLC | 0.08% | Add +0.3% | 3,737 | $218K |
| Marquette Asset Management, LLC | 0.04% | Reduce -11.2% | 3,729 | $218K |
| Gold Investment Management Ltd. | 0.09% | No change | 3,725 | $217K |
| McLean Asset Management Corp | 0.07% | Add +0.0% | 4,246 | $217K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -53.6% | 3,720 | $217K |
| Topsail Wealth Management, LLC | 0.04% | Add +0.1% | 3,715 | $217K |
| M3 Advisory Group, LLC | 0.17% | Add +1.0% | 3,704 | $216K |
| Clayton Financial Group LLC | 0.08% | New | 3,699 | $216K |
| Balance Wealth Partners LLC | 0.14% | — | 3,680 | $215K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Add +3.3% | 3,671 | $214K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -12.0% | 3,646 | $213K |
| Forthright Family Wealth Advisory LLC | 0.14% | No change | 3,640 | $212K |
| Covenant Asset Management, LLC | 0.05% | No change | 3,640 | $212K |
| Adero Partners, LLC | 0.01% | Reduce -16.5% | 3,628 | $212K |
| Baldwin Investment Management, LLC | 0.03% | New | 3,620 | $211K |
| Atlas Private Wealth Advisors | 0.03% | Reduce -7.2% | 3,612 | $211K |
| Matthew Goff Investment Advisor, LLC | 0.04% | Reduce -0.5% | 3,610 | $211K |
| SMART Wealth LLC | 0.08% | Reduce -7.9% | 3,606 | $210K |
| Garde Capital, Inc. | 0.01% | No change | 3,605 | $210K |
| Von Berge Wealth Management Group, LLC | 0.14% | Add +0.2% | 3,699 | $210K |
| CNB Bank | 0.11% | No change | 3,595 | $210K |
| Accelerate Investment Advisors LLC | 0.18% | Reduce -11.0% | 3,593 | $210K |
| Annex Advisory Services, LLC | 0.01% | Add +0.9% | 3,581 | $209K |
| Aspen Capital Management, LLC | 0.07% | — | 3,576 | $209K |
| Epiq Partners, LLC | 0.12% | No change | 3,575 | $209K |
| Holderness Investments Co. | 0.05% | No change | 3,575 | $209K |
| Darrow Company, Inc. | 0.12% | Reduce -0.5% | 3,572 | $208K |
| Gutierrez Wealth Advisory, LLC | 0.17% | New | 3,570 | $208K |
| Columbus Macro, LLC | 0.03% | Reduce -0.1% | 3,569 | $208K |
| Cannon Wealth Management Services, LLC | 0.19% | Add +0.0% | 3,562 | $207K |
| Bridgewealth Advisory Group, LLC | 0.27% | Reduce -2.5% | 3,540 | $207K |
| Braun-Bostich & Associates Inc. | 0.15% | No change | 3,525 | $206K |
| Mutual of America Capital Management LLC | 0.00% | New | 3,523 | $206K |
| Chemistry Wealth Management LLC | 0.05% | No change | 3,520 | $205K |
| Meritage Portfolio Management | 0.01% | Add +1.1% | 3,520 | $205K |
| Wealth Architects, LLC | 0.02% | New | 3,515 | $205K |
| Prostatis Group LLC | 0.06% | Reduce -68.9% | 3,511 | $205K |
| Capstone Financial Advisors, Inc. | 0.01% | Add +0.3% | 3,495 | $204K |
| Trust Co of the South | 0.04% | Reduce -95.8% | 3,492 | $204K |
| TD Capital Management LLC | 0.02% | Add +0.2% | 3,491 | $204K |
| Westshore Wealth, LLC | 0.09% | Reduce -2.2% | 3,487 | $203K |
| Fogel Capital Management, Inc. | 0.11% | No change | 3,480 | $203K |
| Inlet Private Wealth, LLC | 0.05% | New | 3,465 | $202K |
| Ehrlich Financial Group | 0.15% | Reduce -5.0% | 3,459 | $202K |
| Schechter Investment Advisors, LLC | 0.02% | Add +6.4% | 3,448 | $201K |
| Andrews, Lucia Wealth Management LLC | 0.14% | No change | 3,227 | $201K |
| Paradigm, Strategies in Wealth Management, LLC | 0.14% | Add +0.2% | 3,439 | $201K |
| Brogan Financial, Inc. | 0.10% | Add +0.3% | 3,438 | $201K |
| Frazier Financial Advisors, LLC | 0.15% | Add +9.7% | 3,437 | $201K |
| Uniting Wealth Partners, LLC | 0.10% | No change | 3,432 | $200K |
| Wealth Preservation Advisors, LLC | 0.14% | — | 3,347 | $195K |
| N.E.W. Advisory Services LLC | 0.01% | New | 3,275 | $191K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Reduce -0.8% | 3,185 | $186K |
| GoalVest Advisory LLC | 0.05% | No change | 3,150 | $184K |
| Piscataqua Savings Bank | 0.16% | No change | 3,100 | $181K |
| Compass Wealth Management LLC | 0.05% | No change | 3,090 | $180K |
| Sierra Ocean, LLC | 0.14% | No change | 3,057 | $178K |
| Schroder Investment Management Group | 0.00% | Reduce -27.1% | 3,050 | $178K |
| Sittner & Nelson, LLC | 0.08% | Add +45.2% | 3,021 | $176K |
| Cloud Capital Management, LLC | 0.13% | — | 3,023 | $176K |
| Rosenberg Matthew Hamilton | 0.04% | Add +0.3% | 3,010 | $176K |
| one8zero8, LLC | 0.04% | No change | 2,980 | $174K |
| Lavaca Capital LLC | 0.08% | Reduce -76.5% | 2,975 | $174K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | No change | 2,973 | $173K |
| Curio Wealth, LLC | 0.09% | Reduce -99.9% | 3 | $169K |
| Briaud Financial Planning Inc | 0.06% | Add +0.0% | 2,785 | $162K |
| Abound Financial, LLC | 0.08% | New | 2,760 | $161K |
| Wagner Wealth Management, LLC | 0.04% | Add +0.0% | 2,754 | $161K |
| SJS Investment Consulting Inc. | 0.03% | Add +30.4% | 2,701 | $158K |
| Versant Capital Management, Inc | 0.03% | No change | 2,700 | $158K |
| Provident Wealth Management, LLC | 0.05% | Add +118.8% | 2,670 | $156K |
| First Financial Corp. | 0.08% | No change | 2,665 | $156K |
| Eukles Asset Management | 0.07% | No change | 2,656 | $155K |
| Tanglewood Legacy Advisors, LLC | 0.07% | No change | 2,635 | $154K |
| Financial Gravity Asset Management, Inc. | 0.03% | — | 2,623 | $153K |
| Elgethun Capital Management | 0.03% | Add +0.1% | 2,615 | $153K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -6.9% | 2,564 | $150K |
| Aristotle Capital Boston, LLC | 0.01% | Reduce -30.3% | 2,506 | $146K |
| Disciplina Capital Management LLC | 0.02% | No change | 2,500 | $146K |
| Steph & Co. | 0.05% | Add +10.6% | 2,463 | $144K |
| Perkins Coie Trust Co | 0.03% | Reduce -16.8% | 2,450 | $143K |
| WealthCollab, LLC | 0.09% | No change | 2,420 | $141K |
| SRH Advisors, LLC | 0.04% | No change | 2,410 | $141K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,405 | $140K |
| Barrett & Company, Inc. | 0.06% | No change | 2,385 | $139K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 2,375 | $139K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 2,360 | $138K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.3% | 2,352 | $137K |
| Hantz Financial Services, Inc. | 0.00% | New | 2,342 | $137K |
| Copia Wealth Management | 0.13% | No change | 2,324 | $136K |
| Register Financial Advisors LLC | 0.07% | Reduce -38.6% | 2,317 | $135K |
| First United Bank & Trust | 0.05% | Reduce -10.7% | 2,300 | $134K |
| Pillar Financial Advisors, LLC | 0.10% | No change | 2,285 | $133K |
| Moser Wealth Advisors, LLC | 0.07% | Add +78.0% | 2,269 | $132K |
| Collier Financial | 0.11% | Add +76.7% | 2,256 | $132K |
| Beacon Capital Management, LLC | 0.02% | Add +0.2% | 2,254 | $132K |
| Kimelman & Baird, LLC | 0.01% | New | 2,250 | $131K |
| Sound Income Strategies, LLC | 0.01% | Add +77.1% | 2,210 | $129K |
| Cornerstone Planning Group LLC | 0.03% | Add +0.3% | 2,309 | $128K |
| Trust Co | 0.02% | No change | 2,200 | $128K |
| Heritage Wealth Advisors | 0.01% | Reduce -39.6% | 2,170 | $127K |
| Hughes Financial Services, LLC | 0.02% | New | 2,157 | $127K |
| Kiker Wealth Management, LLC | 0.09% | Add +65.5% | 2,156 | $126K |
| Reyes Financial Architecture, Inc. | 0.09% | No change | 2,155 | $126K |
| Keystone Financial Group, Inc. | 0.09% | No change | 2,158 | $125K |
| Woodside Wealth Management LLC | 0.11% | — | 2,125 | $124K |
| Webster Bank, N. A. | 0.01% | Reduce -10.1% | 2,100 | $123K |
| Valued Wealth Advisors LLC | 0.07% | Add +0.4% | 2,097 | $122K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +68.2% | 2,081 | $121K |
| Resources Management Corp. /CT/ | 0.02% | No change | 2,055 | $120K |
| Hara Capital LLC | 0.08% | No change | 2,050 | $120K |
| MTM Investment Management, LLC | 0.05% | No change | 2,035 | $119K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,030 | $118K |
| Morling Financial Advisors, LLC | 0.04% | No change | 2,011 | $117K |
| Ridgewood Investments LLC | 0.05% | No change | 2,000 | $117K |
| C M Bidwell & Associates Ltd. | 0.07% | No change | 1,980 | $116K |
| Hoese & Co LLP | 0.10% | No change | 1,965 | $115K |
| 3Chopt Investment Partners, LLC | 0.03% | New | 1,947 | $114K |
| Roble, Belko & Company, Inc | 0.02% | Add +98.3% | 1,925 | $112K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 1,892 | $110K |
| McClarren Financial Advisors, Inc. | 0.07% | New | 1,081 | $109K |
| Y.D. More Investments Ltd | 0.01% | No change | 1,845 | $108K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,775 | $103K |
| TruNorth Capital Management, LLC | 0.03% | Add +25.1% | 1,764 | $103K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 1,750 | $102K |
| Dunhill Financial, LLC | 0.05% | Add +31.2% | 1,744 | $102K |
| Transce3nd, LLC | 0.04% | Add +8.4% | 1,725 | $101K |
| HWG Holdings LP | 0.04% | New | 1,717 | $100K |
| AllSquare Wealth Management LLC | 0.06% | No change | 1,700 | $99K |
| Capital Investment Counsel, Inc | 0.01% | No change | 1,700 | $99K |
| JDM Financial Group LLC | 0.05% | No change | 1,695 | $99K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,658 | $97K |
| Avalon Trust Co | 0.01% | No change | 1,655 | $97K |
| Tidemark, LLC | 0.04% | Reduce -31.0% | 1,639 | $96K |
| Wood Tarver Financial Group, LLC | 0.03% | No change | 1,635 | $95K |
| Rothschild Investment LLC | 0.01% | No change | 1,575 | $92K |
| S&T Bank | 0.03% | No change | 1,571 | $92K |
| WFA Asset Management Corp | 0.05% | Add +5.1% | 1,496 | $91K |
| Studio Investment Management LLC | 0.02% | Add +45.3% | 1,543 | $90K |
| BankPlus Trust Department | 0.03% | Add +233.8% | 1,532 | $89K |
| First PREMIER Bank | 0.02% | Add +17.3% | 1,507 | $88K |
| Mendota Financial Group, LLC | 0.09% | Reduce -77.7% | 1,475 | $86K |
| Redwood Park Advisors LLC | 0.07% | Add +0.5% | 1,400 | $82K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 1,361 | $79K |
| Westside Investment Management, Inc. | 0.02% | Reduce -7.0% | 1,327 | $77K |
| Wealth Advisors of Tampa Bay, LLC | 0.03% | New | 1,306 | $76K |
| Founders Capital Management | 0.05% | Add +0.1% | 1,279 | $75K |
| Ogorek Anthony Joseph /NY/ | 0.02% | Add +1.4% | 1,277 | $74K |
| Advantage Trust Co | 0.04% | Reduce -11.5% | 1,255 | $73K |
| Peoples Bank | 0.05% | New | 1,200 | $70K |
| Gables Capital Management Inc. | 0.03% | No change | 1,195 | $70K |
| West Oak Capital, LLC | 0.04% | No change | 1,150 | $67K |
| PrairieView Partners, LLC | 0.01% | Reduce -19.6% | 1,130 | $65K |
| Park Square Financial Group, LLC | 0.05% | Reduce -82.0% | 1,105 | $64K |
| Knuff & Co LLC | 0.02% | Reduce -1.4% | 1,093 | $64K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,065 | $62K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,058 | $61K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 1,030 | $60K |
| Graney & King, LLC | 0.04% | Add +77.8% | 1,008 | $59K |
| Cetera Trust Company, N.A | 0.04% | No change | 1,000 | $58K |
| Compass Financial Services Inc | 0.03% | New | 996 | $58K |
| Nalls Sherbakoff Group, LLC | 0.05% | — | 962 | $56K |
| Dynamic Wealth Strategies, LLC | 0.05% | New | 950 | $55K |
| LRI Investments, LLC | 0.01% | Add +46.4% | 944 | $55K |
| Ballast Advisors LLC | 0.02% | No change | 940 | $55K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 935 | $55K |
| Tucker Asset Management LLC | 0.02% | No change | 932 | $54K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +20.2% | 898 | $52K |
| Breakwater Investment Management | 0.02% | Add +5866.7% | 895 | $52K |
| Truvestments Capital LLC | 0.01% | Add +152.8% | 890 | $52K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +8.7% | 875 | $51K |
| Realta Investment Advisors | 0.02% | Reduce -0.3% | 855 | $50K |
| von Borstel & Associates, Inc. | 0.01% | New | 840 | $49K |
| Roxbury Financial LLC | 0.05% | Add +0.3% | 776 | $48K |
| Aventura Private Wealth, LLC | 0.02% | Add +11.4% | 791 | $46K |
| Integrity Financial Corp | 0.03% | Add +21.1% | 775 | $45K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 750 | $44K |
| Smallwood Wealth Investment Management, LLC | 0.03% | New | 750 | $44K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 735 | $43K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | — | 725 | $42K |
| Keener Financial Planning LLC | 0.03% | No change | 735 | $42K |
| Atala Financial Inc | 0.03% | No change | 710 | $41K |
| Olistico Wealth, LLC | 0.03% | Reduce -59.2% | 695 | $41K |
| West Branch Capital LLC | 0.01% | No change | 677 | $40K |
| FWL Investment Management, LLC | 0.01% | No change | 665 | $39K |
| Delta Asset Management LLC | 0.00% | Add +46.1% | 665 | $39K |
| Wayfinding Financial, LLC | 0.02% | New | 650 | $37K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | Add +17.3% | 632 | $37K |
| True Wealth Design, LLC | 0.01% | No change | 625 | $36K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +9.4% | 607 | $35K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Reduce -53.0% | 573 | $33K |
| American Capital Advisory, LLC | 0.02% | New | 562 | $33K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 555 | $32K |
| Hexagon Capital Partners LLC | 0.01% | Add +3.5% | 554 | $32K |
| SYM FINANCIAL Corp | 0.00% | No change | 554 | $32K |
| Evolution Advisers, Inc. | 0.02% | Reduce -2.1% | 565 | $32K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 540 | $32K |
| Legacies Wealth LLC | 0.02% | No change | 500 | $29K |
| Bellevue Asset Management, LLC | 0.02% | No change | 500 | $29K |
| MorganRosel Wealth Management, LLC | 0.01% | New | 500 | $29K |
| Pineridge Advisors LLC | 0.01% | Add +16.6% | 493 | $29K |
| Wiser Advisor Group LLC | 0.04% | Add +2.1% | 487 | $28K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -11.1% | 479 | $28K |
| Pflug Koory, LLC | 0.02% | No change | 475 | $28K |
| Davis Capital Management | 0.02% | No change | 465 | $27K |
| Mattson Financial Services, LLC | 0.01% | Reduce -8.2% | 437 | $25K |
| Minot DeBlois Advisors LLC | 0.03% | No change | 435 | $25K |
| DecisionPoint Financial, LLC | 0.01% | No change | 420 | $25K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 407 | $24K |
| Investors Research Corp | 0.01% | No change | 405 | $24K |
| New Millennium Group LLC | 0.02% | Reduce -11.1% | 402 | $23K |
| Evergreen Private Wealth LLC | 0.01% | No change | 378 | $22K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 360 | $21K |
| Spurstone Advisory Services, LLC | 0.39% | New | 345 | $20K |
| Holos Integrated Wealth LLC | 0.01% | No change | 340 | $20K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +20.8% | 320 | $19K |
| Kennebec Savings Bank | 0.02% | Add +87.7% | 319 | $19K |
| Front Row Advisors LLC | 0.01% | Add +37.8% | 317 | $18K |
| Clarity Asset Management, Inc. | 0.01% | No change | 316 | $18K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 290 | $17K |
| Kestra Investment Management, LLC | 0.00% | Reduce -80.3% | 288 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | Add +16.9% | 284 | $17K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -55.5% | 269 | $16K |
| Hurley Capital, LLC | 0.01% | No change | 265 | $15K |
| Peterson Wealth Services | 0.00% | Reduce -96.5% | 260 | $15K |
| North Capital, Inc. | 0.01% | — | 245 | $14K |
| Kozak & Associates, Inc. | 0.00% | No change | 255 | $14K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | — | 230 | $13K |
| Christopher J. Hasenberg, Inc | 0.01% | Add +168.7% | 223 | $13K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 220 | $13K |
| PFS Partners, LLC | 0.01% | No change | 210 | $12K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 200 | $12K |
| Financial Management Professionals, Inc. | 0.00% | No change | 200 | $12K |
| Maryland Capital Advisors Inc. | 0.00% | Add +41.5% | 191 | $11K |
| ZynergyRetirementPlanningLLC | 0.01% | No change | 175 | $11K |
| Painted Porch Advisors LLC | 0.00% | No change | 185 | $11K |
| Grand Wealth Management, LLC | 0.01% | No change | 180 | $11K |
| Cheviot Value Management, LLC | 0.00% | New | 178 | $10K |
| Byrne Asset Management LLC | 0.01% | Reduce -36.4% | 175 | $10K |
| Logan Capital Management Inc. | 0.00% | Add +560.0% | 165 | $10K |
| Catherine Avery Investment Management LLC | 0.01% | No change | 155 | $9K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.7% | 153 | $9K |
| Gleason Group, Inc. | 0.00% | Add +0.7% | 152 | $9K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 150 | $9K |
| Nova Wealth Management, Inc. | 0.01% | Add +56.4% | 147 | $9K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 115 | $7K |
| Covestor Ltd | 0.00% | Reduce -7.8% | 119 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 90 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 76 | $4K |
| Tower View Wealth Management LLC | 0.00% | No change | 74 | $4K |
| Navigoe, LLC | 0.00% | No change | 80 | $4K |
| Howe & Rusling Inc. | 0.00% | Reduce -61.9% | 66 | $4K |
| Financial Freedom, LLC | 0.00% | No change | 58 | $3K |
| Cardinal Strategic Wealth Guidance | 0.00% | No change | 57 | $3K |
| Anderson Financial Strategies, LLC | 0.00% | Add +100.0% | 50 | $3K |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 41 | $2K |
| Hager Investment Management Services, LLC | 0.00% | No change | 35 | $2K |
| Ravenstone Capital Management Inc. | 0.00% | New | 30 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 25 | $1K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 20 | $1K |
| Amundi | 0.00% | No change | 20 | $1K |
| Gould Capital, LLC | 0.00% | No change | 16 | $934 |
| Eq Wealth Advisors, LLC | 0.00% | New | 16 | $934 |
| Morse Asset Management, Inc | 0.00% | No change | 10 | $584 |
| Luminist Capital LLC | 0.00% | No change | 5 | $293 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2 | $117 |
| Keystone Global Partners, LLC | 0.00% | — | 2 | $116 |
"% 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.