iShares Core S&P Midcap ETFIJHETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 2,440 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 15 from Q1 2025. 110 opened new positions and 84 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($7.4B), Bank of America Corp. ($4.2B) and Bank of New York Mellon Corp ($3.7B). 7 famous investors held it, including Jeff Smith (5.6% of Starboard Value's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares Core S&P Midcap ETF
- CUSIP
- 464287507
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $476.8M |
| Exits | 84 | $295.0M |
All 13F filers, Q1 2025 → Q2 2025: 63,981,919 shares bought and 57,649,348 shares sold, net +6,332,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,440 holders
| Northwestern Mutual Wealth Management Co. | 5.42% | Add +5.1% | 119,891,228 | $7.4B |
| Bank of America Corp. | 0.34% | Reduce -2.3% | 67,880,608 | $4.2B |
| Bank of New York Mellon Corp | 0.70% | Add +1.0% | 59,972,950 | $3.7B |
| Wells Fargo & Company | 0.69% | Reduce -0.3% | 50,077,411 | $3.1B |
| Raymond James Financial Inc. | 0.83% | Add +3.0% | 38,719,798 | $2.4B |
| Morgan Stanley | 0.15% | Add +0.1% | 36,956,707 | $2.3B |
| FMR LLC | 0.13% | Reduce -10.3% | 36,672,022 | $2.3B |
| Envestnet Asset Management Inc. | 0.63% | Add +1.5% | 34,572,306 | $2.1B |
| Goldman Sachs Group Inc. | 0.27% | Add +49.5% | 26,883,799 | $1.7B |
| Royal Bank of Canada | 0.32% | Add +15.4% | 26,588,226 | $1.6B |
| LPL Financial LLC | 0.54% | Add +3.5% | 25,959,512 | $1.6B |
| BlackRock, Inc. | 0.03% | Add +3.2% | 25,581,794 | $1.6B |
| Northern Trust Corp. | 0.19% | Reduce -0.8% | 22,692,318 | $1.4B |
| UBS Group AG | 0.29% | Reduce -3.2% | 22,366,581 | $1.4B |
| JPMorgan Chase & Co. | 0.07% | Reduce -42.3% | 17,411,049 | $1.1B |
| PNC Financial Services Group, Inc. | 0.62% | Reduce -1.1% | 15,612,577 | $968.3M |
| First Command Advisory Services, Inc. | 8.23% | Add +1.7% | 15,412,835 | $955.9M |
| Wealthspire Advisors, LLC | 5.17% | Reduce -4.3% | 14,821,322 | $919.2M |
| Mariner, LLC | 1.25% | Add +2.1% | 13,961,480 | $865.9M |
| Acorns Advisers, LLC | 6.67% | Add +12.1% | 12,540,574 | $777.8M |
| Northwestern Mutual Investment Management Company, LLC | 9.83% | Add +1.9% | 10,305,199 | $639.1M |
| Corient Private Wealth LP | 0.84% | Add +107.4% | 10,204,380 | $632.0M |
| Ameriprise Financial Inc. | 0.15% | Add +15.0% | 9,844,405 | $610.0M |
| Regions Financial Corp. | 3.89% | Add +25.6% | 9,107,538 | $564.8M |
| Keybank National Association | 2.09% | Reduce -0.8% | 9,041,121 | $560.7M |
| Truist Financial Corp. | 0.81% | Reduce -11.2% | 8,903,842 | $552.2M |
| Financial Engines Advisors L.L.C. | 1.05% | Add +4.3% | 8,493,316 | $526.8M |
| Millburn Ridgefield LLC | 12.52% | Reduce -6.1% | 8,386,471 | $520.1M |
| Catalyst Capital Advisors LLC | 10.51% | Reduce -6.1% | 8,386,471 | $520.1M |
| HighTower Advisors, LLC | 0.58% | Add +1.2% | 7,469,865 | $463.3M |
| Pathstone Holdings, LLC | 1.72% | Add +0.7% | 7,044,601 | $434.4M |
| Bank of Montreal | 0.21% | Add +2.6% | 6,513,657 | $404.0M |
| Commonwealth Equity Services, LLC | 0.49% | Reduce -8.9% | 6,039,307 | $374.6M |
| &partners | 2.65% | Add +32.0% | 5,551,780 | $344.9M |
| Jones Financial Companies LLLP | 0.26% | Add +21.0% | 5,474,798 | $339.5M |
| Alesco Advisors, LLC, An ESL Co | 9.63% | Add +3.0% | 5,400,020 | $334.9M |
| MAI Capital Management | 2.28% | Add +8.4% | 5,293,658 | $328.3M |
| Starboard Value | 5.64% | Add +47.3% | 5,250,656 | $325.6M |
| US Bancorp \de | 0.41% | Add +2.2% | 5,212,331 | $323.3M |
| Creative Planning | 0.25% | Reduce -4.0% | 4,800,760 | $297.7M |
| Fifth Third Bancorp | 1.01% | Reduce -3.4% | 4,695,686 | $291.2M |
| Bridges Investment Management Inc. | 3.84% | Add +0.8% | 4,581,466 | $284.1M |
| Municipal Employees' Retirement System of Michigan | 3.40% | Add +24.9% | 4,555,207 | $282.5M |
| Cerity Partners LLC | 0.49% | Reduce -1.9% | 4,406,810 | $273.3M |
| Circle Wealth Management, LLC | 5.84% | Reduce -0.3% | 4,237,099 | $262.8M |
| Valeo Financial Advisors, LLC | 5.54% | Add +4.6% | 3,632,757 | $225.0M |
| Baird Financial Group, Inc. | 0.38% | Add +2.6% | 3,473,705 | $215.4M |
| MML Investors Services, LLC | 0.58% | Reduce -0.4% | 3,233,431 | $200.5M |
| Davis R M Inc. | 3.68% | Add +1.4% | 3,203,403 | $198.7M |
| Franklin Resources Inc. | 0.05% | Reduce -3.1% | 3,168,673 | $196.5M |
| Citizens Financial Group Inc. | 3.10% | Reduce -2.4% | 3,109,469 | $192.8M |
| Comerica Bank | 0.67% | Reduce -2.2% | 2,799,778 | $173.6M |
| First Financial Bankshares Inc | 3.81% | Add +2.4% | 2,740,978 | $170.0M |
| Wealth Enhancement Advisory Services, LLC | 0.28% | Add +56.8% | 2,611,984 | $166.6M |
| AlTi Global, Inc. | 4.08% | Reduce -58.1% | 2,617,211 | $162.4M |
| Cetera Investment Advisers | 0.27% | Reduce -3.5% | 2,574,014 | $159.6M |
| Haverford Trust Co | 1.52% | Add +0.7% | 2,573,583 | $159.6M |
| Atlantic Union Bankshares Corp | 3.51% | New | 2,480,098 | $153.8M |
| Alaska Permanent Capital Management, LLC | 11.60% | Add +7.8% | 2,411,984 | $149.6M |
| Rockefeller Capital Management L.P. | 0.33% | Add +2.5% | 2,388,327 | $148.5M |
| Stifel Financial Corp. | 0.14% | Reduce -6.7% | 2,347,270 | $145.6M |
| Osaic Holdings, Inc. | 0.26% | Reduce -4.7% | 2,345,325 | $145.5M |
| Greenleaf Trust | 1.25% | Add +0.2% | 2,277,767 | $141.3M |
| Sand Hill Global Advisors, LLC | 5.22% | Add +0.7% | 2,268,824 | $140.7M |
| Captrust Financial Advisors | 0.31% | Reduce -0.4% | 2,214,611 | $137.4M |
| BLB&B Advisors, LLC | 6.39% | Add +0.6% | 2,203,629 | $136.7M |
| Members Trust Co | 4.67% | Reduce -4.1% | 2,185,643 | $135.6M |
| Constellation Investments, Inc. | 6.14% | Reduce -23.1% | 2,140,000 | $132.7M |
| Connecticut Wealth Management, LLC | 6.31% | Reduce -4.7% | 2,135,947 | $132.5M |
| UMB Bank, n.a. | 2.04% | Reduce -6.3% | 2,114,781 | $131.2M |
| Sigma Investment Counselors Inc. | 7.02% | Add +3.1% | 2,057,875 | $127.6M |
| Cresset Asset Management, LLC | 0.64% | Reduce -53.9% | 2,051,213 | $127.2M |
| Accredited Investors Inc. | 7.49% | Reduce -23.6% | 2,041,023 | $126.6M |
| Focus Partners Wealth | 0.25% | Add +10.6% | 1,892,344 | $117.4M |
| SWF LLC | 13.46% | Add +5421.6% | 1,868,846 | $115.9M |
| Fiduciary Trust Co | 1.42% | Reduce -1.8% | 1,861,265 | $115.4M |
| Cahaba Wealth Management, Inc. | 8.71% | Reduce -4.7% | 1,807,885 | $112.1M |
| Hamilton Capital, LLC | 6.08% | Add +2.9% | 1,783,594 | $110.6M |
| Whittier Trust Co. | 1.32% | Add +1.8% | 1,770,444 | $109.8M |
| Farmers & Merchants Investments Inc. | 3.13% | Add +8.4% | 1,729,458 | $107.3M |
| Bokf, NA | 1.71% | Reduce -17.5% | 1,705,387 | $105.8M |
| Badgley Phelps Wealth Managers, LLC | 2.32% | Add +3.1% | 1,691,938 | $104.9M |
| Moneta Group Investment Advisors LLC | 1.21% | Add +46.5% | 1,643,920 | $102.0M |
| Linscomb Wealth, Inc. | 4.53% | Add +1.7% | 1,587,720 | $98.5M |
| Acropolis Investment Management, LLC | 5.36% | Reduce -1.1% | 1,574,000 | $97.6M |
| M&T Bank Corp | 0.34% | Reduce -1.9% | 1,573,707 | $97.6M |
| Flputnam Investment Management Co. | 1.65% | Reduce -40.2% | 1,552,763 | $96.3M |
| First Interstate Bank | 5.45% | Add +1.1% | 1,496,608 | $92.8M |
| BNP Paribas Financial Markets | 0.07% | Add +120.4% | 1,461,720 | $90.7M |
| State Street Corp. | 0.00% | Reduce -3.0% | 1,458,173 | $90.4M |
| Lutz Financial Services LLC | 7.02% | Reduce -0.0% | 1,457,901 | $90.4M |
| Klingman & Associates, LLC | 4.78% | Reduce -2.4% | 1,397,827 | $86.7M |
| Legacy Wealth Management, LLC | 5.36% | Add +3.2% | 1,388,812 | $86.1M |
| RMR Wealth Builders | 7.79% | Add +5.0% | 1,381,169 | $85.7M |
| Chandler Asset Management, Inc. | 14.96% | Reduce -1.3% | 1,358,103 | $84.2M |
| State of Michigan Retirement System | 0.43% | Reduce -0.8% | 1,351,510 | $83.8M |
| Bessemer Group Inc. | 0.14% | Reduce -7.2% | 1,347,898 | $83.6M |
| Ally Invest Advisors Inc. | 6.47% | Add +5.6% | 1,339,430 | $83.1M |
| Sage Financial Group Inc. | 6.06% | Add +0.2% | 1,323,658 | $82.1M |
| BOK Financial Private Wealth, Inc. | 5.40% | Reduce -5.1% | 1,305,320 | $81.0M |
| Lee Financial Co | 11.55% | Add +1.8% | 1,298,138 | $80.5M |
| Voya Investment Management LLC | 0.09% | Reduce -28.0% | 1,278,333 | $79.3M |
| Full Sail Capital, LLC | 4.57% | Reduce -0.5% | 1,276,269 | $79.2M |
| Planning Alternatives Ltd. | 10.89% | Add +1.8% | 1,261,373 | $78.2M |
| RKL Wealth Management LLC | 6.83% | Add +0.9% | 1,253,707 | $77.8M |
| Provida Pension Fund Administrator | 1.40% | New | 1,249,660 | $77.5M |
| Equitable Holdings, Inc. | 0.64% | Add +6.9% | 1,244,055 | $77.2M |
| Harbour Investments, Inc. | 1.93% | Add +9.1% | 1,226,189 | $76.0M |
| Steward Partners Investment Advisory, LLC | 0.59% | Reduce -26.7% | 1,207,705 | $74.9M |
| Goelzer Investment Management, Inc. | 4.01% | Add +2.5% | 1,180,815 | $73.2M |
| Janney Montgomery Scott LLC | 0.19% | Reduce -10.7% | 1,179,588 | $73.2M |
| Vicus Capital | 6.07% | Add +4.1% | 1,177,230 | $73.0M |
| Alaska Wealth Advisors, LLC | 10.44% | Add +12.1% | 1,175,233 | $72.9M |
| Ballentine Partners, LLC | 1.09% | Add +3.0% | 1,168,387 | $72.5M |
| Tiaa Trust, National Association | 0.19% | Reduce -3.8% | 1,164,247 | $72.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 14.40% | Reduce -5.5% | 1,162,445 | $72.1M |
| Tarbox Family Office, Inc. | 10.65% | Add +2.2% | 1,141,922 | $70.8M |
| Alliancebernstein L.P. | 0.02% | Add +3.6% | 1,121,204 | $69.5M |
| LVZ, Inc. | 8.20% | Add +5.3% | 1,102,344 | $68.4M |
| Arkansas Financial Group, Inc. | 10.62% | Reduce -0.5% | 1,102,176 | $68.4M |
| Stratos Wealth Partners, LTD. | 0.92% | Reduce -1.5% | 1,090,149 | $67.6M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -0.6% | 1,088,333 | $67.5M |
| Private Advisor Group, LLC | 0.36% | Add +7.4% | 1,083,445 | $67.2M |
| Coldstream Capital Management Inc. | 1.08% | Reduce -0.4% | 1,066,129 | $66.1M |
| Bank of Nova Scotia | 0.13% | No change | 1,043,500 | $64.7M |
| Cape Cod Five Cents Savings Bank | 5.90% | No change | 1,033,266 | $64.4M |
| Destination Wealth Management | 1.87% | Add +2.1% | 1,027,417 | $63.7M |
| MCF Advisors LLC | 4.15% | Add +4.0% | 1,011,058 | $62.7M |
| Whittier Trust Co. of Nevada Inc. | 1.41% | Add +1.6% | 1,004,429 | $62.3M |
| Avidian Wealth Enterprises, LLC | 2.50% | Add +11.1% | 990,856 | $61.5M |
| Zions Bancorporation, National Association | 3.30% | Add +111.1% | 990,502 | $61.4M |
| Bangor Savings Bank | 5.42% | Add +0.3% | 976,846 | $60.6M |
| CW Advisors, LLC | 0.58% | Add +21.0% | 969,258 | $60.1M |
| First Horizon Advisors, Inc. | 1.53% | Reduce -2.3% | 951,472 | $59.0M |
| Clearstead Advisors, LLC | 0.82% | Reduce -4.7% | 940,102 | $58.3M |
| Chicago Partners Investment Group LLC | 1.67% | Reduce -0.4% | 898,676 | $57.9M |
| FIL Ltd | 0.05% | Reduce -63.3% | 932,456 | $57.8M |
| Valmark Advisers, Inc. | 0.79% | Reduce -1.5% | 916,270 | $56.8M |
| Pine Ridge Advisers LLC | 3.55% | Add +0.7% | 897,275 | $55.6M |
| Waverly Advisors, LLC | 0.61% | Reduce -0.8% | 894,894 | $55.5M |
| Crewe Advisors LLC | 7.70% | Add +3.3% | 877,935 | $54.4M |
| Arrow Financial Corp | 5.71% | Add +0.8% | 873,652 | $54.2M |
| CKW Financial Group | 6.19% | Add +0.8% | 856,853 | $53.8M |
| Axxcess Wealth Management, LLC | 1.28% | Add +12.9% | 862,279 | $53.5M |
| Charter Capital Management, LLC\DE | 31.33% | — | 860,479 | $53.4M |
| West Paces Advisors Inc. | 11.32% | Add +1.3% | 857,595 | $53.2M |
| Fifth Third Wealth Advisors LLC | 2.21% | Reduce -11.5% | 850,048 | $52.7M |
| Squarepoint Ops LLC | 0.11% | Add +238.2% | 837,126 | $51.9M |
| Modera Wealth Management, LLC | 0.64% | Reduce -1.6% | 835,714 | $51.8M |
| Private Wealth Asset Management, LLC | 6.80% | Add +1.5% | 826,582 | $51.3M |
| Red Cedar Investment Management, LLC | 6.44% | New | 822,862 | $51.0M |
| MBL Wealth, LLC | 4.87% | Add +6.1% | 820,549 | $50.9M |
| Kestra Advisory Services, LLC | 0.25% | Reduce -14.5% | 814,600 | $50.5M |
| Truefg, LLC | 14.84% | Add +2.8% | 805,239 | $49.9M |
| HSBC Holdings PLC | 0.03% | Add +0.2% | 798,326 | $49.5M |
| TD Asset Management Inc | 0.04% | Reduce -6.4% | 798,274 | $49.5M |
| MassMutual Private Wealth & Trust, FSB | 1.31% | Reduce -4.2% | 792,742 | $49.2M |
| Magnus Financial Group LLC | 4.33% | Add +2.4% | 792,654 | $49.2M |
| First Business Financial Services, Inc. | 4.42% | Reduce -0.4% | 790,118 | $49.0M |
| JNBA Financial Advisors | 4.70% | Reduce -0.9% | 787,509 | $48.8M |
| Capital Asset Advisory Services LLC | 2.28% | Add +13.4% | 776,230 | $48.7M |
| American Trust | 4.57% | Add +2.4% | 782,741 | $48.5M |
| Grove Bank & Trust | 6.04% | Add +2.7% | 780,507 | $48.4M |
| Phillips Financial Management, LLC | 3.51% | Reduce -1.1% | 780,470 | $48.4M |
| Bartlett & Co. Wealth Management LLC | 0.67% | Add +17.8% | 771,412 | $47.8M |
| Trilogy Capital Inc. | 2.31% | Add +7.0% | 764,628 | $47.4M |
| Wealthquest Corp | 3.73% | Add +4.8% | 763,065 | $47.3M |
| Hancock Whitney Corp. | 0.90% | Add +10.3% | 756,141 | $46.9M |
| Apollon Wealth Management, LLC | 0.90% | Add +6.3% | 732,133 | $45.4M |
| MainStreet Investment Advisors LLC | 6.22% | Reduce -4.5% | 725,169 | $45.0M |
| Bank of Stockton | 13.38% | Reduce -0.2% | 724,525 | $44.9M |
| Cwm, LLC | 0.16% | Reduce -28.9% | 716,177 | $44.4M |
| FORM Wealth Advisors, LLC | 5.32% | Add +11.1% | 708,892 | $44.0M |
| Portland Global Advisors LLC | 5.17% | Add +0.2% | 707,403 | $43.9M |
| Resonant Capital Advisors, LLC | 2.76% | Add +1.0% | 696,158 | $43.2M |
| JFS Wealth Advisors, LLC | 2.74% | Reduce -0.5% | 695,131 | $43.1M |
| Single Point Partners, LLC | 9.36% | Reduce -2.3% | 690,178 | $42.8M |
| Summit Financial Strategies, Inc. | 3.95% | Add +9.1% | 688,843 | $42.7M |
| Journey Advisory Group, LLC | 3.30% | Reduce -7.4% | 683,248 | $42.4M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -27.1% | 679,302 | $42.1M |
| Blair William & Co. | 0.12% | Reduce -50.5% | 679,166 | $42.1M |
| Mesirow Financial Investment Management, Inc. | 0.81% | Reduce -41.1% | 671,772 | $41.7M |
| Westwood Holdings Group Inc. | 0.30% | Add +13.3% | 669,107 | $41.5M |
| SCS Capital Management LLC | 0.46% | Reduce -18.1% | 669,029 | $41.5M |
| Litman Gregory Wealth Management LLC | 3.26% | Reduce -23.4% | 667,558 | $41.4M |
| Quadrant Capital Group LLC | 1.48% | Reduce -9.6% | 662,339 | $41.1M |
| Nadler Financial Group, Inc. | 4.20% | Add +1.1% | 662,091 | $41.1M |
| Fulton Breakefield Broenniman LLC | 2.76% | Reduce -0.5% | 659,073 | $40.9M |
| ESL Trust Services, LLC | 8.30% | Add +6.8% | 655,386 | $40.6M |
| Graypoint LLC | 2.29% | Reduce -3.9% | 654,440 | $40.6M |
| Oppenheimer & Co. Inc. | 0.53% | Add +5.1% | 648,678 | $40.2M |
| Intrust Bank NA | 3.56% | Reduce -2.5% | 647,999 | $40.2M |
| Evermay Wealth Management LLC | 4.94% | Reduce -4.6% | 647,557 | $40.2M |
| Avantax Advisory Services, Inc. | 0.22% | Reduce -0.3% | 640,753 | $39.7M |
| New England Professional Planning Group Inc. | 18.06% | Add +0.5% | 639,038 | $39.6M |
| Johnson Investment Counsel Inc. | 0.35% | Add +3.8% | 629,522 | $39.0M |
| Diversified Trust Co. | 0.86% | Add +13.5% | 627,554 | $38.9M |
| Sax Wealth Advisors, LLC | 2.35% | Add +0.1% | 627,190 | $38.9M |
| Fiera Capital Corp | 0.13% | Reduce -6.1% | 624,180 | $38.7M |
| Natixis Advisors, LLC | 0.06% | Add +8.1% | 623,793 | $38.7M |
| Voya Financial Advisors, Inc. | 3.90% | Add +3.3% | 623,770 | $38.7M |
| Chesley Taft & Associates LLC | 1.72% | Reduce -9.8% | 620,416 | $38.5M |
| Lazard Asset Management LLC | 0.06% | Reduce -1.5% | 611,803 | $37.9M |
| Lowe Brockenbrough & Co. Inc. | 2.11% | Reduce -1.3% | 606,403 | $37.6M |
| Allworth Financial LP | 0.18% | Reduce -0.2% | 600,038 | $37.2M |
| Fosun International Ltd | 10.52% | Reduce -0.1% | 56,040 | $37.0M |
| Integrated Wealth Concepts LLC | 0.37% | Add +3.8% | 593,928 | $36.8M |
| RTD Financial Advisors, Inc. | 4.68% | Reduce -21.4% | 589,967 | $36.6M |
| Sequoia Financial Advisors, LLC | 0.25% | Add +13.8% | 585,289 | $36.3M |
| NewSquare Capital LLC | 2.69% | Add +4.3% | 582,911 | $36.2M |
| Beaumont Financial Advisors, LLC | 2.57% | Reduce -1.5% | 572,606 | $35.5M |
| DT Investment Partners, LLC | 3.15% | Reduce -46.2% | 566,203 | $35.1M |
| CJM Wealth Advisers, Ltd. | 11.45% | Reduce -2.2% | 554,578 | $34.4M |
| Greenwood Gearhart LLC | 2.12% | Add +4.9% | 548,316 | $34.0M |
| BlueStem Wealth Partners, LLC | 4.18% | Add +32.3% | 547,970 | $34.0M |
| NorthCoast Asset Management LLC | 0.14% | Reduce -20.3% | 541,542 | $33.6M |
| Barclays PLC | 0.01% | Add +2.3% | 539,777 | $33.5M |
| Global Retirement Partners, LLC | 0.83% | — | 538,241 | $33.4M |
| Human Investing LLC | 5.21% | Add +6.6% | 533,142 | $33.1M |
| Midwest Trust Co | 0.45% | — | 523,597 | $32.5M |
| CIBC Private Wealth Group LLC | 0.06% | Reduce -3.0% | 522,234 | $32.4M |
| Hudock, Inc. | 5.18% | Reduce -4.2% | 519,773 | $32.2M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -17.4% | 518,912 | $32.2M |
| Capital Investment Advisors, LLC | 0.57% | Reduce -2.4% | 509,522 | $32.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.68% | Reduce -1.4% | 511,419 | $31.7M |
| Ameritas Advisory Services, LLC | 1.63% | Reduce -27.8% | 502,767 | $31.2M |
| D.A. Davidson & Co. | 0.22% | Reduce -0.8% | 499,581 | $31.0M |
| FineMark National Bank & Trust | 1.05% | Reduce -13.0% | 499,519 | $31.0M |
| Concurrent Investment Advisors, LLC | 0.60% | Add +31.8% | 498,748 | $30.9M |
| Pure Financial Advisors, LLC | 0.54% | Add +461.0% | 496,179 | $30.8M |
| United Capital Financial Advisors, LLC | 0.25% | Reduce -3.5% | 493,559 | $30.6M |
| Bristlecone Advisors, LLC | 2.56% | Reduce -0.5% | 491,535 | $30.5M |
| Titleist Asset Management, LLC | 3.03% | Add +11.1% | 491,457 | $30.5M |
| Graves Light Lenhart Wealth, Inc. | 3.63% | Add +0.3% | 491,387 | $30.5M |
| Scotia Capital Inc. | 0.14% | Reduce -0.2% | 490,041 | $30.4M |
| Old Second National Bank of Aurora | 6.62% | Reduce -4.1% | 489,221 | $30.3M |
| EP Wealth Advisors, LLC | 0.20% | Add +56.7% | 485,256 | $30.1M |
| Callan Family Office, LLC | 0.95% | Reduce -5.8% | 484,786 | $30.1M |
| Bar Harbor Wealth Management | 1.90% | Add +0.2% | 478,814 | $29.7M |
| Urban Financial Advisory Corp | 14.77% | Add +0.9% | 473,707 | $29.4M |
| Shoker Investment Counsel, Inc. | 9.20% | Add +0.3% | 473,034 | $29.3M |
| Wilmington Savings Fund Society, FSB | 0.52% | Reduce -3.3% | 469,895 | $29.1M |
| Ritter Daniher Financial Advisory LLC / DE | 7.14% | Reduce -3.3% | 468,694 | $29.1M |
| YHB Investment Advisors, Inc. | 2.24% | Reduce -0.3% | 467,090 | $29.0M |
| Courier Capital LLC | 1.75% | Add +2.6% | 464,797 | $28.8M |
| Bailard, Inc. | 0.67% | Add +6.2% | 461,726 | $28.6M |
| Savant Capital, LLC | 0.20% | Reduce -0.4% | 454,283 | $28.2M |
| Verde Capital Management | 6.90% | Add +5.2% | 451,068 | $28.0M |
| Nations Financial Group Inc, /Ia/ | 1.88% | Add +0.7% | 441,264 | $27.4M |
| Catalyst Financial Partners LLC | 2.99% | Add +3.4% | 441,160 | $27.4M |
| Arcataur Capital Management LLC | 8.36% | Add +0.4% | 431,112 | $26.7M |
| Lido Advisors, LLC | 0.14% | Add +9.2% | 429,072 | $26.6M |
| Choreo, LLC | 0.37% | Reduce -10.2% | 428,070 | $26.5M |
| Randolph Co Inc | 2.70% | Add +0.4% | 424,919 | $26.4M |
| Retirement Systems of Alabama | 0.09% | New | 423,005 | $26.2M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -27.9% | 422,960 | $26.2M |
| Wealth Advisory Solutions, LLC | 6.64% | Add +1.1% | 422,678 | $26.2M |
| Ashton Thomas Private Wealth, LLC | 0.92% | Reduce -8.4% | 419,353 | $26.0M |
| Sagespring Wealth Partners, LLC | 0.56% | Reduce -12.4% | 416,468 | $25.8M |
| Brand Asset Management Group, Inc. | 9.64% | Add +1.0% | 416,205 | $25.8M |
| Citigroup Inc. | 0.02% | Reduce -25.9% | 413,880 | $25.7M |
| GenWealth Group, Inc. | 5.14% | New | 410,976 | $25.5M |
| Johnson Financial Group, Inc. | 1.14% | Add +12.6% | 408,777 | $25.4M |
| Sanctuary Advisors, LLC | 0.16% | Add +12.7% | 408,603 | $25.3M |
| Stockman Wealth Management, Inc. | 3.43% | Add +17.2% | 407,461 | $25.3M |
| Crestwood Advisors Group, LLC | 0.45% | Add +343.1% | 407,347 | $25.3M |
| Investments & Financial Planning, LLC | 14.47% | Add +2.0% | 404,959 | $25.1M |
| NewEdge Advisors, LLC | 0.13% | Reduce -4.4% | 399,318 | $24.8M |
| Mullooly Asset Management, Inc. | 10.38% | Add +1.6% | 398,900 | $24.7M |
| Kanawha Capital Management LLC | 1.83% | Add +0.2% | 398,788 | $24.7M |
| Financial Management Network Inc. | 4.43% | Add +4.6% | 387,518 | $24.7M |
| LGL Partners, LLC | 10.92% | Reduce -2.1% | 393,414 | $24.6M |
| Wealthcare Advisory Partners LLC | 0.56% | Add +101.1% | 396,388 | $24.6M |
| Gladstone Institutional Advisory LLC | 1.01% | Add +7.3% | 394,073 | $24.4M |
| Fort Washington Investment Advisors Inc. | 0.14% | Reduce -0.7% | 391,602 | $24.3M |
| Alps Advisors Inc. | 0.14% | Reduce -7.6% | 391,267 | $24.3M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +0.4% | 390,381 | $24.2M |
| West Financial Advisors, LLC | 4.19% | Reduce -3.7% | 388,037 | $24.1M |
| Journey Strategic Wealth LLC | 0.78% | Reduce -0.6% | 386,674 | $24.0M |
| King Wealth Management Group | 3.25% | Add +0.0% | 385,633 | $23.9M |
| Summit Financial, LLC | 0.54% | Reduce -1.9% | 383,816 | $23.8M |
| Bryant Woods Investment Advisors, LLC | 10.20% | Reduce -1.5% | 381,029 | $23.6M |
| Salomon & Ludwin, LLC | 2.33% | Reduce -3.7% | 371,554 | $23.6M |
| Baron Silver Stevens Financial Advisors, LLC | 3.74% | Reduce -3.0% | 376,608 | $23.4M |
| Coastline Trust Co | 2.67% | Add +8.0% | 376,100 | $23.3M |
| OneDigital Investment Advisors LLC | 0.26% | Reduce -3.8% | 375,772 | $23.3M |
| Twele Capital Management, Inc. | 4.62% | Add +0.1% | 375,474 | $23.3M |
| Iowa State Bank | 4.63% | Reduce -0.5% | 374,598 | $23.2M |
| Drake & Associates, LLC | 5.68% | Add +5.7% | 374,190 | $23.2M |
| VestGen Advisors, LLC | 0.92% | Reduce -2.1% | 371,478 | $23.2M |
| HORAN Wealth, LLC | 6.98% | — | 367,493 | $22.8M |
| Kestra Private Wealth Services, LLC | 0.33% | Add +1.6% | 365,394 | $22.7M |
| TD Private Client Wealth LLC | 0.55% | Reduce -3.6% | 361,893 | $22.4M |
| Argent Trust Co | 0.84% | Reduce -0.5% | 359,658 | $22.3M |
| Sigma Planning Corp | 0.67% | Reduce -0.1% | 359,171 | $22.3M |
| Nan Fung Trinity (hk) Ltd. | 2.66% | Add +3.7% | 359,000 | $22.3M |
| Anb Bank | 9.97% | Reduce -1.1% | 358,152 | $22.2M |
| Harbor Group, Inc. | 3.92% | Reduce -1.6% | 356,605 | $22.1M |
| McKinley Carter Wealth Services, Inc. | 1.23% | Reduce -1.4% | 356,555 | $22.1M |
| Glenview Trust Co | 0.38% | Add +0.0% | 353,131 | $21.9M |
| Pinnacle Associates Ltd. | 0.32% | Add +5.2% | 352,929 | $21.9M |
| Horan Securities, Inc. | 7.62% | Reduce -1.1% | 349,143 | $21.7M |
| Texas Capital Bank Wealth Management Services Inc | 2.02% | Add +1.1% | 348,503 | $21.6M |
| Serenus Wealth Advisors, LLC | 3.66% | Reduce -16.1% | 347,335 | $21.5M |
| Altus Wealth Management, LLC | 10.31% | Reduce -0.6% | 347,210 | $21.5M |
| Glenmede Investment Management, LP | 0.11% | — | 343,568 | $21.3M |
| Wealthspire Retirement, LLC | 1.41% | Reduce -6.0% | 342,999 | $21.3M |
| Presper Financial Architects, LLC | 15.82% | — | 342,735 | $21.3M |
| Alpine Bank Wealth Management | 3.21% | Add +1.2% | 342,302 | $21.2M |
| Trust Co. of Vermont | 0.99% | Reduce -0.3% | 337,920 | $21.0M |
| Bleakley Financial Group, LLC | 0.53% | Add +429.0% | 337,303 | $20.9M |
| Arkos Global Advisors | 2.88% | Add +7.2% | 334,802 | $20.8M |
| Pinnacle Financial Partners Inc | 0.44% | Add +2.9% | 333,744 | $20.7M |
| Vestmark Advisory Solutions, Inc. | 0.30% | Add +859.4% | 333,349 | $20.7M |
| Caliber Wealth Management, LLC / KS | 2.22% | Add +12.1% | 332,807 | $20.6M |
| Conning Inc. | 0.74% | No change | 330,740 | $20.5M |
| Professional Advisory Services Inc. | 2.50% | Add +0.6% | 325,952 | $20.2M |
| Orin Green Financial, LLC | 8.50% | Add +1.6% | 323,686 | $20.1M |
| Greenup Street Wealth Management LLC | 3.49% | Add +6.0% | 322,976 | $20.0M |
| Advisory Services Network, LLC | 0.32% | Reduce -26.5% | 314,681 | $19.8M |
| Peninsula Asset Management Inc. | 10.46% | Reduce -0.1% | 319,425 | $19.8M |
| Dynamic Advisor Solutions LLC | 0.61% | Add +2.5% | 316,694 | $19.6M |
| CFS Investment Advisory Services, LLC | 1.60% | Reduce -1.2% | 316,136 | $19.6M |
| 49 Wealth Management, LLC | 2.09% | Add +16.4% | 315,999 | $19.6M |
| Valley Forge Investment Consultants Inc. Adv | 6.26% | Add +1.1% | 315,209 | $19.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.62% | Add +5.8% | 314,947 | $19.5M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 310,129 | $19.5M |
| jvl associates llc | 6.99% | Reduce -8.3% | 313,548 | $19.4M |
| Enterprise Bank & Trust Co | 7.21% | Reduce -8.6% | 311,078 | $19.3M |
| Brown Advisory Inc. | 0.03% | Add +7.7% | 307,441 | $19.1M |
| DHJJ Financial Advisors, Ltd. | 6.84% | Add +0.0% | 305,619 | $19.0M |
| PKS Advisory Services, LLC | 4.67% | Add +0.4% | 305,304 | $18.9M |
| Harbour Trust & Investment Management Co | 2.09% | Add +1.2% | 304,497 | $18.9M |
| Lynch & Associates | 3.80% | Add +1.9% | 304,495 | $18.9M |
| Marietta Wealth Management, LLC | 2.45% | Add +1.0% | 302,507 | $18.8M |
| Perigon Wealth Management, LLC | 0.44% | Reduce -8.0% | 302,236 | $18.7M |
| PACK Private Wealth, LLC | 9.91% | Add +8.6% | 301,406 | $18.7M |
| Instrumental Wealth, LLC | 14.86% | Add +6.3% | 298,995 | $18.7M |
| Cambridge Advisors Inc. | 3.90% | Add +12.6% | 300,467 | $18.6M |
| Soltis Investment Advisors LLC | 1.46% | Add +0.7% | 299,143 | $18.6M |
| Whitcomb & Hess, Inc. | 5.23% | Add +1.7% | 298,923 | $18.5M |
| Newton One Investments LLC | 5.83% | Add +6.4% | 298,875 | $18.5M |
| FSM Wealth Advisors, LLC | 2.99% | Add +10.7% | 290,823 | $18.4M |
| 1ST Source Bank | 1.01% | Add +9.5% | 295,919 | $18.4M |
| Leavell Investment Management, Inc. | 0.82% | Add +2.9% | 295,652 | $18.3M |
| Crescent Grove Advisors, LLC | 1.77% | Add +2.0% | 295,058 | $18.3M |
| Montag A & Associates Inc. | 0.89% | Reduce -11.0% | 293,843 | $18.2M |
| Smithfield Trust Co | 0.86% | Reduce -3.0% | 293,179 | $18.2M |
| Centerpoint Advisors, LLC | 6.16% | Add +0.7% | 292,734 | $18.2M |
| Rwa Wealth Partners, LLC | 0.23% | Add +39.3% | 292,281 | $18.1M |
| Trifecta Capital Advisors, LLC | 2.99% | Add +0.1% | 289,460 | $18.0M |
| Old National Bancorp | 0.32% | Add +144.6% | 289,122 | $17.9M |
| Madison Asset Management, LLC | 0.19% | Reduce -9.7% | 288,286 | $17.9M |
| Cim Investment Management Inc. | 3.38% | Reduce -50.8% | 285,596 | $17.7M |
| Atlanta Consulting Group Advisors, LLC | 4.84% | Add +2.0% | 285,378 | $17.7M |
| Park Avenue Securities LLC | 0.16% | Add +15.1% | 285,184 | $17.7M |
| Ironwood Financial, llc | 3.79% | No change | 302,884 | $17.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -10.2% | 284,800 | $17.7M |
| Curi Capital, LLC | 0.34% | Add +25.7% | 284,300 | $17.6M |
| Acima Private Wealth, LLC | 5.98% | Add +9.1% | 282,928 | $17.5M |
| First Nebraska Trust Co | 1.68% | Add +5.2% | 290,245 | $17.5M |
| Avondale Wealth Management | 9.72% | Add +3.6% | 280,506 | $17.4M |
| Brown Brothers Harriman & Co. | 0.11% | Add +2.0% | 279,986 | $17.4M |
| Atlantic Edge Private Wealth Management, LLC | 4.77% | Reduce -19.4% | 279,893 | $17.4M |
| Independent Financial Group, LLC | 0.48% | Reduce -1.3% | 279,418 | $17.3M |
| Simmons Bank | 1.23% | Reduce -3.3% | 279,215 | $17.3M |
| Meridian Management Co. | 4.70% | Add +58.1% | 272,604 | $17.2M |
| Burns J W & Co. Inc. | 2.08% | Add +0.3% | 276,678 | $17.2M |
| First National Trust Co | 0.64% | Reduce -4.0% | 276,388 | $17.1M |
| Composition Wealth, LLC | 0.29% | Add +194.3% | 275,656 | $17.1M |
| Nottingham Advisors, Inc. | 2.52% | Reduce -6.6% | 274,195 | $17.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.20% | Reduce -1.1% | 274,108 | $17.0M |
| Asset Management Group, Inc. | 2.96% | Add +1.8% | 273,701 | $17.0M |
| Marino, Stram & Associates LLC | 3.37% | Reduce -1.1% | 269,334 | $16.7M |
| Atria Wealth Solutions, Inc. | 0.38% | Reduce -60.8% | 264,304 | $16.6M |
| Holland Advisory Services, Inc. | 24.15% | Reduce -0.3% | 266,583 | $16.5M |
| Turtle Creek Wealth Advisors, LLC | 1.94% | Add +0.3% | 265,492 | $16.5M |
| Kelman-Lazarov, Inc. | 2.64% | Add +3.3% | 262,276 | $16.3M |
| Lodestar Private Asset Management LLC | 1.86% | Reduce -0.3% | 259,762 | $16.1M |
| Citizens & Northern Corp. | 4.29% | Reduce -11.0% | 258,700 | $16.0M |
| WASHINGTON TRUST Co | 0.57% | Add +5.1% | 258,694 | $16.0M |
| Retirement Income Solutions, Inc. | 2.94% | Reduce -65.8% | 258,226 | $16.0M |
| Macquarie Group Ltd. | 0.02% | Reduce -44.7% | 257,720 | $16.0M |
| Cape Ann Savings Bank | 9.54% | Reduce -2.6% | 257,478 | $16.0M |
| Evernest Financial Advisors, LLC | 5.16% | Add +0.1% | 257,361 | $16.0M |
| Apella Capital, LLC | 0.43% | Add +6.4% | 251,761 | $15.9M |
| Tower Wealth Partners, Inc. | 9.34% | Add +2.3% | 254,800 | $15.8M |
| Clarity Wealth Advisors, LLC | 3.88% | Add +1.6% | 253,595 | $15.7M |
| Burkett Financial Services, LLC | 5.65% | Add +6.1% | 252,992 | $15.7M |
| Accretive Wealth Partners, LLC | 5.14% | Add +2.9% | 252,664 | $15.7M |
| BostonPremier Wealth LLC | 8.56% | Add +2.8% | 248,815 | $15.4M |
| Equitable Trust Co. | 0.77% | Add +8.2% | 248,613 | $15.4M |
| Core Wealth Advisors, Inc. | 4.43% | Add +2.6% | 248,285 | $15.4M |
| Common Fund for Nonprofit Organizations | 1.57% | Add +0.3% | 245,577 | $15.2M |
| Norris Perne & French LLP | 1.06% | Add +2.3% | 243,745 | $15.1M |
| Freedom Investment Management, Inc. | 1.21% | Add +4.9% | 243,609 | $15.1M |
| Platt Investment Counsel, LLC | 14.34% | Reduce -1.2% | 243,377 | $15.1M |
| Southeast Asset Advisors, LLC | 1.79% | Add +4.7% | 243,354 | $15.1M |
| Eley Financial Management, Inc | 5.75% | Add +0.5% | 241,480 | $15.0M |
| Smith, Moore & Co. | 1.26% | Reduce -2.1% | 241,177 | $15.0M |
| Guardian Wealth Advisors, LLC | 8.85% | Add +8.3% | 241,078 | $15.0M |
| Greenland Capital Management LP | 2.01% | New | 240,639 | $14.9M |
| Galvin, Gaustad & Stein, LLC | 1.30% | Add +5.3% | 240,074 | $14.9M |
| Farther Finance Advisors, LLC | 0.30% | Add +22.8% | 239,903 | $14.9M |
| IHT Wealth Management, LLC | 0.41% | Add +176.3% | 239,756 | $14.9M |
| IFG Advisors, LLC | 2.49% | Add +22.3% | 239,078 | $14.8M |
| Mechanics Financial Corp | 6.28% | Add +0.1% | 238,335 | $14.8M |
| Guidance Point Advisors, LLC | 3.93% | Reduce -5.0% | 238,202 | $14.8M |
| Windsor Capital Management, LLC | 4.29% | Add +2.6% | 237,252 | $14.7M |
| MKD Wealth Coaches, LLC | 15.33% | Add +5.8% | 234,382 | $14.5M |
| Hubbell Strickland Wealth Management, LLC | 6.41% | Reduce -1.8% | 234,310 | $14.5M |
| CoreCap Advisors, LLC | 0.59% | Add +3.6% | 234,265 | $14.5M |
| IronBridge Private Wealth, LLC | 5.05% | Reduce -7.6% | 233,436 | $14.5M |
| AdvisorNet Financial, Inc | 0.93% | Reduce -1.3% | 232,752 | $14.4M |
| Walkner Condon Financial Advisors LLC | 2.63% | Add +11.1% | 229,926 | $14.3M |
| PDS Planning, Inc | 1.06% | Reduce -1.9% | 229,329 | $14.2M |
| American Financial Advisors, LLC | 1.99% | Add +6.4% | 229,291 | $14.2M |
| Argent Advisors, Inc. | 4.37% | Add +3.2% | 227,579 | $14.1M |
| Pacific Center for Financial Services | 3.82% | Reduce -1.3% | 227,122 | $14.1M |
| Cibc World Market Inc. | 0.03% | Add +1.6% | 226,999 | $14.1M |
| Armor Investment Advisors, LLC | 5.25% | Add +0.2% | 224,585 | $13.9M |
| Boyd Wealth Management, LLC | 5.98% | Add +104.8% | 222,830 | $13.8M |
| Winthrop Advisory Group LLC | 1.33% | Reduce -1.6% | 222,819 | $13.8M |
| SWS Partners | 3.72% | Add +9.1% | 222,344 | $13.8M |
| River Street Advisors LLC | 5.93% | Add +4.3% | 221,937 | $13.8M |
| Centaurus Financial, Inc. | 0.80% | Add +1.6% | 221,908 | $13.8M |
| Integrated Advisors Network LLC | 0.62% | Reduce -13.1% | 221,335 | $13.7M |
| First Bank & Trust | 2.44% | Add +5.7% | 220,532 | $13.7M |
| Arkadios Wealth Advisors | 0.41% | Add +5.1% | 218,562 | $13.6M |
| Consilio Wealth Advisors, LLC | 4.83% | Add +0.7% | 218,366 | $13.5M |
| Colonial Trust Advisors | 1.12% | Reduce -1.1% | 217,608 | $13.5M |
| LTG Capital LLC | 11.53% | Add +0.2% | 217,314 | $13.5M |
| Coyle Financial Counsel LLC | 3.61% | Add +9.4% | 217,207 | $13.5M |
| Carr Financial Group Corp | 3.96% | Add +30.6% | 216,285 | $13.4M |
| Olympus Wealth Management, LLC | 4.50% | Add +25.0% | 215,861 | $13.4M |
| Per Stirling Capital Management, LLC. | 1.74% | Reduce -33.6% | 214,680 | $13.3M |
| Ancora Advisors LLC | 0.28% | Reduce -1.2% | 213,539 | $13.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.07% | Reduce -12.8% | 213,335 | $13.2M |
| Highview Capital Management LLC | 5.09% | Add +2.3% | 212,475 | $13.2M |
| Western Wealth Management, LLC | 0.78% | Reduce -0.5% | 211,823 | $13.1M |
| Pittenger & Anderson Inc. | 0.48% | Add +1.5% | 211,312 | $13.1M |
| Forbes J M & Co. LLP | 1.20% | Add +0.2% | 211,136 | $13.1M |
| Robinswood Financial LLC | 4.62% | Reduce -6.8% | 210,451 | $13.1M |
| Tompkins Financial Corp. | 1.20% | Reduce -38.2% | 210,234 | $13.0M |
| Neumann Capital Management, LLC | 4.08% | Reduce -0.6% | 209,360 | $13.0M |
| Meridian Wealth Management, LLC | 0.56% | Add +3.8% | 209,359 | $13.0M |
| First Western Trust Bank | 0.58% | Add +16.1% | 208,745 | $12.9M |
| Encompass Wealth Advisors, LLC | 4.73% | Add +4.0% | 208,174 | $12.9M |
| Robertson Stephens Wealth Management, LLC | 0.45% | Reduce -2.7% | 208,026 | $12.9M |
| Advisors Capital Management, LLC | 0.18% | Add +15.3% | 206,369 | $12.8M |
| Jane Street Group, LLC | 0.02% | New | 203,882 | $12.6M |
| Beacon Financial Planning, Inc. | 7.06% | Reduce -5.4% | 203,844 | $12.6M |
| Ameritas Investment Partners, Inc. | 0.40% | Reduce -5.5% | 202,831 | $12.6M |
| IFG Advisory, LLC | 0.63% | Reduce -1.5% | 202,746 | $12.6M |
| Financial Advocates Investment Management | 1.03% | Reduce -26.6% | 202,409 | $12.6M |
| Synovus Financial Corp. | 0.15% | Add +7.6% | 200,746 | $12.5M |
| Riverpoint Wealth Management Holdings, LLC | 2.91% | Add +0.5% | 199,542 | $12.4M |
| Little House Capital LLC | 3.08% | Add +1.3% | 198,364 | $12.3M |
| KMG Fiduciary Partners, LLC | 0.91% | Add +3.9% | 197,169 | $12.2M |
| New York Life Investment Management LLC | 0.11% | Reduce -53.1% | 196,944 | $12.2M |
| SageView Advisory Group, LLC | 0.46% | Reduce -4.3% | 189,994 | $12.2M |
| J.W. Cole Advisors, Inc. | 0.26% | Add +27.4% | 196,221 | $12.2M |
| Petix & Botte Co | 2.97% | Reduce -4.0% | 195,224 | $12.1M |
| Hopwood Financial Services, Inc. | 9.45% | Add +3.4% | 194,804 | $12.1M |
| IFP Advisors, Inc | 0.34% | Add +19.5% | 194,470 | $12.1M |
| Towercrest Capital Management | 2.15% | Add +7.6% | 194,216 | $12.0M |
| Waldron Private Wealth LLC | 0.52% | Reduce -2.1% | 193,277 | $12.0M |
| Panoramic Capital Partners, LLC | 8.31% | Add +21.1% | 187,874 | $12.0M |
| Ironwood Wealth Management, LLC. | 4.37% | Reduce -16.4% | 192,927 | $12.0M |
| FFT Wealth Management LLC | 2.35% | Reduce -18.3% | 191,122 | $12.0M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -9.1% | 192,192 | $11.9M |
| Fairway Wealth LLC | 3.80% | Add +2.1% | 191,661 | $11.9M |
| Capital Investment Counsel, LLC | 1.84% | Reduce -3.2% | 191,568 | $11.9M |
| KFA Private Wealth Group, LLC | 3.67% | Add +0.4% | 190,832 | $11.8M |
| GFS Advisors, LLC | 1.62% | Reduce -0.9% | 190,532 | $11.8M |
| Madison Wealth Partners, Inc | 2.57% | Add +0.2% | 190,126 | $11.8M |
| Hardy Reed LLC | 0.94% | Reduce -0.1% | 189,617 | $11.8M |
| London Co. of Virginia | 0.07% | Reduce -45.9% | 188,793 | $11.7M |
| Cullen/Frost Bankers, Inc. | 0.14% | Add +39.2% | 186,472 | $11.6M |
| Capital Analysts, LLC | 0.38% | Add +84.5% | 185,222 | $11.5M |
| Choate Investment Advisors | 0.25% | Add +3.8% | 185,187 | $11.5M |
| AMG National Trust Bank | 0.30% | Reduce -0.8% | 184,526 | $11.4M |
| Omega Financial Group, LLC | 4.12% | Add +2.8% | 184,282 | $11.4M |
| Parallel Advisors, LLC | 0.23% | Add +0.9% | 182,846 | $11.3M |
| Principal Securities, Inc. | 0.21% | Add +2.1% | 181,884 | $11.3M |
| Campion Asset Management | 8.45% | Add +7.4% | 181,528 | $11.3M |
| AAF Wealth Management, LLC | 5.12% | Reduce -9.4% | 181,223 | $11.2M |
| Naples Global Advisors, LLC | 0.96% | Add +0.8% | 179,925 | $11.2M |
| First Hawaiian Bank | 1.51% | Reduce -7.6% | 179,914 | $11.2M |
| Proffitt & Goodson Inc. | 1.70% | Add +4.5% | 179,405 | $11.1M |
| MTC Wealth Management LLC | 5.31% | Reduce -2.0% | 178,141 | $11.0M |
| Tower Research Capital LLC (TRC) | 0.30% | Add +8888200.0% | 177,766 | $11.0M |
| Wesbanco Bank Inc. | 0.33% | Add +22.3% | 177,487 | $11.0M |
| Fidelis Capital Partners, LLC | 1.00% | Add +13.5% | 175,513 | $11.0M |
| NewEdge Wealth, LLC | 0.17% | Add +5.1% | 175,680 | $11.0M |
| Telos Capital Management, Inc. | 1.12% | Add +6.3% | 177,116 | $11.0M |
| 1 North Wealth Services LLC | 4.36% | Add +1.8% | 177,010 | $11.0M |
| Greenberg Financial Group | 4.11% | Reduce -4.0% | 142,120 | $11.0M |
| Great Valley Advisor Group, Inc. | 0.24% | Add +9.3% | 176,416 | $10.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.30% | Reduce -0.1% | 175,391 | $10.9M |
| Simon Quick Advisors, LLC | 0.55% | Reduce -11.0% | 175,282 | $10.9M |
| Pachira Investments Inc. | 8.18% | Reduce -4.6% | 174,571 | $10.8M |
| SoundView Advisors Inc. | 3.98% | Add +6.8% | 174,391 | $10.8M |
| Cahill Financial Advisors Inc. | 1.34% | Add +3.0% | 173,875 | $10.8M |
| Dentgroup LLC | 7.45% | Add +8.4% | 173,215 | $10.7M |
| Kopp Family Office, LLC | 6.95% | Add +208.5% | 173,093 | $10.7M |
| Vision Capital Management, Inc. | 1.41% | Reduce -0.7% | 173,090 | $10.7M |
| Landing Point Financial Group, LLC | 6.74% | Add +2.3% | 172,288 | $10.7M |
| Private Advisory Group LLC | 1.00% | New | 171,698 | $10.6M |
| Affiance Financial, LLC | 2.15% | Reduce -2.7% | 170,622 | $10.6M |
| Commerce Bank | 0.06% | Reduce -3.1% | 169,978 | $10.5M |
| First Citizens Bank & Trust Co. | 0.19% | Add +4.8% | 169,967 | $10.5M |
| May Hill Capital, LLC | 3.47% | Reduce -11.1% | 169,759 | $10.5M |
| Asset Allocation Strategies LLC | 2.32% | Add +15.7% | 169,351 | $10.5M |
| JSF Financial, LLC | 2.49% | Add +7.3% | 169,050 | $10.5M |
| Partnership Wealth Management, LLC | 8.48% | Reduce -2.3% | 168,794 | $10.5M |
| RiverGlades Family Offices LLC | 6.85% | Add +1.0% | 168,312 | $10.4M |
| Country Club Bank | 0.66% | Add +1.4% | 168,138 | $10.4M |
| Certified Advisory Corp | 1.06% | Reduce -2.5% | 163,783 | $10.2M |
| Aft, Forsyth & Sober, LLC | 3.42% | Add +0.3% | 163,625 | $10.1M |
| SPC Financial, Inc. | 0.85% | Add +8.1% | 163,405 | $10.1M |
| Community Bank, N.A. | 1.33% | Reduce -0.1% | 163,129 | $10.1M |
| Vanguard Group Inc. | 0.00% | Add +1.2% | 161,470 | $10.0M |
| AtlasMark Financial, Inc | 7.58% | Add +14.4% | 160,675 | $10.0M |
| IFS Advisors, LLC | 7.54% | Add +44.3% | 160,599 | $10.0M |
| Ellis Investment Partners, LLC | 1.92% | Add +0.4% | 159,233 | $9.9M |
| Econ Financial Services Corp | 5.08% | Add +7.6% | 158,983 | $9.9M |
| Evercore Wealth Management, LLC | 0.15% | Reduce -0.0% | 158,814 | $9.8M |
| Union Savings Bank | 4.51% | Reduce -1.8% | 155,863 | $9.8M |
| Harbor Advisory Corp. | 3.12% | Add +2.7% | 158,120 | $9.8M |
| Rochester Wealth Strategies, LLC | 7.02% | Add +11.8% | 157,915 | $9.8M |
| Associated Banc-Corp | 0.28% | Add +0.3% | 157,452 | $9.8M |
| PCA Investment Advisory Services Inc. | 4.11% | Add +17.4% | 157,244 | $9.8M |
| Idaho Trust Co | 3.48% | Add +3.7% | 156,946 | $9.7M |
| GTS Securities LLC | 0.43% | New | 156,365 | $9.7M |
| TruWealth Advisors, LLC | 0.53% | Add +4.8% | 156,285 | $9.7M |
| Matrix Private Capital Group LLC | 5.67% | Reduce -9.3% | 155,566 | $9.6M |
| CX Institutional | 0.34% | Reduce -7.8% | 154,888 | $9.6M |
| NTV Asset Management LLC | 1.15% | Reduce -1.8% | 154,581 | $9.6M |
| Level Four Advisory Services, LLC | 0.35% | Add +4.7% | 154,534 | $9.6M |
| DAVENPORT & Co LLC | 0.05% | Reduce -7.0% | 154,272 | $9.6M |
| Hiley Hunt Wealth Management | 4.77% | Add +3.1% | 149,438 | $9.4M |
| Lake Street Private Wealth, LLC | 1.35% | Add +4.5% | 151,673 | $9.4M |
| Cascade Wealth Advisors, Inc | 5.30% | Add +32.3% | 149,860 | $9.4M |
| Rice Partnership, LLC | 1.62% | Add +8.4% | 150,229 | $9.3M |
| Spire Wealth Management | 0.33% | Reduce -23.1% | 152,841 | $9.3M |
| Jump Financial, LLC | 0.12% | New | 149,780 | $9.3M |
| Atria Investments, Inc | 0.11% | Add +2.8% | 149,680 | $9.3M |
| Finley Financial, LLC | 4.66% | Add +5.3% | 149,329 | $9.3M |
| Stratos Investment Management, LLC | 0.42% | Reduce -1.8% | 148,758 | $9.2M |
| Tectonic Advisors LLC | 0.54% | Add +7.4% | 148,566 | $9.2M |
| Kingsview Wealth Management, LLC | 0.16% | Add +8.7% | 148,218 | $9.2M |
| National Philanthropic Trust | 0.12% | Reduce -4.0% | 147,916 | $9.2M |
| Sandbox Financial Partners, LLC | 2.89% | Add +2282.0% | 147,781 | $9.2M |
| Rossmore Private Capital | 1.07% | Reduce -1.1% | 147,747 | $9.2M |
| Global Wealth Management Investment Advisory, Inc. | 1.71% | Reduce -15.6% | 146,719 | $9.1M |
| StrongBox Wealth, LLC | 3.44% | Add +1.8% | 146,334 | $9.1M |
| Summit Trail Advisors, LLC | 0.16% | New | 145,961 | $9.1M |
| Ramsay, Stattman, Vela & Price, Inc. | 1.69% | Reduce -4.0% | 145,779 | $9.0M |
| David J Yvars Group | 5.27% | Add +67.0% | 144,933 | $9.0M |
| Destiny Capital Corp | 5.42% | Add +2.8% | 144,923 | $9.0M |
| HB Wealth Management, LLC | 0.07% | Reduce -16.0% | 144,227 | $8.9M |
| YANKCOM Partnership | 4.38% | Add +7.0% | 144,189 | $8.9M |
| NorthCrest Asset Manangement, LLC | 0.24% | Reduce -6.9% | 139,825 | $8.9M |
| Independent Solutions Wealth Management, LLC | 1.73% | Add +0.8% | 141,859 | $8.9M |
| Colton Groome Financial Advisors, LLC | 3.00% | Add +2.6% | 142,641 | $8.8M |
| Lee, Kelleher & Klein Wealth Management | 5.86% | Add +4.0% | 142,231 | $8.8M |
| Physician Wealth Advisors, Inc. | 1.38% | Add +2.5% | 141,835 | $8.8M |
| Caldwell Trust Co | 0.88% | Add +1.7% | 141,479 | $8.8M |
| Wescott Financial Advisory Group, LLC | 0.84% | Add +8.0% | 141,026 | $8.7M |
| Better Money Decisions, LLC | 5.31% | Add +3.9% | 140,957 | $8.7M |
| Prime Capital Investment Advisors, LLC | 0.12% | Reduce -44.2% | 140,004 | $8.7M |
| Novare Capital Management LLC | 0.70% | Add +2.2% | 139,777 | $8.7M |
| LeConte Wealth Management, LLC | 5.86% | Reduce -23.1% | 139,586 | $8.7M |
| Belpointe Asset Management LLC | 0.36% | Add +24.3% | 139,139 | $8.6M |
| Mutual Advisors, LLC | 0.22% | Add +10.6% | 133,925 | $8.6M |
| Avaii Wealth Management, LLC | 3.82% | Reduce -16.4% | 138,618 | $8.6M |
| Gallagher Capital Advisors, LLC | 6.92% | Reduce -38.3% | 133,414 | $8.6M |
| SG Americas Securities, LLC | 0.04% | Add +820.2% | 138,034 | $8.6M |
| Precedent Wealth Partners, LLC | 2.09% | Reduce -6.4% | 137,387 | $8.5M |
| Burke & Herbert Bank & Trust Co. | 1.90% | Reduce -0.2% | 136,934 | $8.5M |
| Quantinno Capital Management LP | 0.04% | Add +47.9% | 135,927 | $8.4M |
| Peoples Bank | 5.19% | Reduce -7.2% | 135,538 | $8.4M |
| BlueChip Wealth Advisors LLC | 3.46% | Reduce -2.5% | 135,504 | $8.4M |
| Jmac Enterprises LLC | 1.80% | Add +50.8% | 135,195 | $8.4M |
| Mascoma Wealth Management LLC | 1.95% | Add +0.1% | 135,081 | $8.4M |
| New Hampshire Trust | 1.75% | Reduce -0.9% | 135,004 | $8.4M |
| St. Louis Trust Co | 1.11% | No change | 134,838 | $8.4M |
| Elevation Point Wealth Partners, LLC | 0.65% | Add +10.8% | 134,142 | $8.3M |
| Clarus Wealth Advisors | 3.83% | Add +4.4% | 130,726 | $8.3M |
| Citizens National Bank Trust Department | 1.65% | Add +2.3% | 133,639 | $8.3M |
| Smithbridge Asset Management Inc. | 1.44% | Add +93.7% | 133,080 | $8.3M |
| Opes Wealth Management LLC | 1.46% | Add +19.1% | 132,963 | $8.2M |
| Lebenthal Global Advisors, LLC | 1.54% | Add +1.5% | 132,949 | $8.2M |
| Eastern Bank | 0.16% | Reduce -2.9% | 132,942 | $8.2M |
| Montis Financial, LLC | 2.29% | Add +0.9% | 132,622 | $8.2M |
| Vishria Bird Financial Group, LLC | 2.73% | Reduce -0.3% | 132,237 | $8.2M |
| Richwood Investment Advisors, LLC | 6.73% | Reduce -0.5% | 132,228 | $8.2M |
| MetLife Investment Management, LLC | 0.05% | Reduce -0.8% | 132,000 | $8.2M |
| RFP Financial Group LLC | 3.38% | Add +0.7% | 131,979 | $8.2M |
| Eldridge Investment Advisors, Inc. | 1.71% | Reduce -0.5% | 131,875 | $8.2M |
| GHP Investment Advisors, Inc. | 0.36% | Reduce -0.2% | 131,684 | $8.2M |
| Elyxium Wealth, LLC | 3.06% | Reduce -5.2% | 131,563 | $8.2M |
| Alley Investment Management Company, LLC | 0.97% | Add +0.1% | 129,038 | $8.0M |
| Affinity Capital Advisors, LLC | 1.37% | Reduce -0.4% | 128,875 | $8.0M |
| Advisory Alpha, LLC | 0.25% | Reduce -4.7% | 128,189 | $8.0M |
| Wela Strategies, Inc. | 3.13% | Add +2.4% | 127,928 | $7.9M |
| Stratos Wealth Advisors, LLC | 0.42% | Reduce -2.2% | 127,612 | $7.9M |
| Vectors Research Management, LLC | 2.70% | Reduce -1.4% | 127,108 | $7.9M |
| Zacks Investment Management | 0.07% | Reduce -15.6% | 126,903 | $7.9M |
| National Bank of Canada | 0.01% | Add +36.3% | 126,789 | $7.9M |
| Pettyjohn, Wood & White, Inc. | 1.40% | Reduce -4.0% | 126,779 | $7.9M |
| Greenwood Capital Associates LLC | 0.98% | Reduce -8.6% | 126,436 | $7.8M |
| Triangle Securities Wealth Management | 1.93% | Add +2.8% | 126,386 | $7.8M |
| GC Wealth Management RIA, LLC | 0.64% | Add +0.0% | 126,025 | $7.8M |
| Enclave Advisors LLC | 1.26% | Reduce -20.7% | 126,013 | $7.8M |
| Canal Capital Management, LLC | 1.23% | Add +1.4% | 125,774 | $7.8M |
| Arcus Capital Partners, LLC | 3.34% | Reduce -27.9% | 124,426 | $7.7M |
| New England Asset Management Inc. | 1.25% | Add +7.7% | 124,390 | $7.7M |
| Ewa, LLC | 2.39% | Add +3.2% | 122,492 | $7.6M |
| Mission Wealth Management, LP | 0.17% | Add +31.7% | 122,365 | $7.6M |
| Magnolia Capital Management Ltd. | 6.05% | Reduce -3.1% | 122,135 | $7.6M |
| Tudor Investment Corporation | 0.06% | Add +76.5% | 122,110 | $7.6M |
| State of Wisconsin Investment Board | 0.02% | Add +48.4% | 122,030 | $7.6M |
| Capital Investment Advisory Services, LLC | 0.62% | Add +3.5% | 121,694 | $7.5M |
| Flagship Harbor Advisors, LLC | 0.36% | Add +8.3% | 121,650 | $7.5M |
| Pinnacle Bancorp, Inc. | 2.31% | Reduce -0.2% | 120,743 | $7.5M |
| Snowden Capital Advisors LLC | 0.22% | Add +4.0% | 120,522 | $7.5M |
| Mayflower Financial Advisors, LLC | 1.04% | Reduce -33.1% | 120,496 | $7.5M |
| Nwam LLC | 0.43% | Reduce -4.3% | 119,305 | $7.4M |
| Madrid Financial Services | 5.04% | Add +6.5% | 120,072 | $7.4M |
| Merit Financial Group, LLC | 0.08% | Add +5.3% | 119,907 | $7.4M |
| First National Bank of Hutchinson | 4.62% | Reduce -2.9% | 119,855 | $7.4M |
| Pennsylvania Capital Management Inc. | 2.37% | Add +0.5% | 119,314 | $7.4M |
| SlateStone Wealth, LLC | 0.69% | Add +2.8% | 119,106 | $7.4M |
| Ullmann Wealth Partners Group, LLC | 0.87% | Reduce -3.8% | 118,883 | $7.4M |
| Rogco, LP | 2.78% | Reduce -0.9% | 118,871 | $7.4M |
| Watchman Group, Inc. | 1.91% | Add +3.2% | 118,062 | $7.3M |
| Meridian Financial Advisors, LLC | 4.74% | Reduce -0.1% | 118,001 | $7.3M |
| Sterling Investment Advisors LLC | 3.81% | Add +3.1% | 117,912 | $7.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.12% | Add +4.9% | 117,608 | $7.3M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -1.3% | 117,051 | $7.3M |
| Birch Hill Investment Advisors LLC | 0.32% | Reduce -0.1% | 116,791 | $7.2M |
| Bordeaux Wealth Advisors LLC | 0.93% | Reduce -0.8% | 116,652 | $7.2M |
| Exencial Wealth Advisors, LLC | 0.25% | Reduce -0.2% | 116,408 | $7.2M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -0.4% | 116,196 | $7.2M |
| Boltwood Capital Management | 2.04% | Add +1.6% | 115,940 | $7.2M |
| Apollon Financial, LLC | 1.50% | Add +2.4% | 114,948 | $7.1M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +243.4% | 114,834 | $7.1M |
| Prospera Financial Services Inc | 0.13% | Reduce -1.5% | 114,321 | $7.1M |
| Mgo One Seven LLC | 0.23% | Reduce -6.1% | 114,299 | $7.1M |
| Fiduciary Group, LLC | 0.67% | Reduce -2.2% | 114,256 | $7.1M |
| SOL Capital Management CO | 0.68% | Reduce -1.3% | 113,824 | $7.1M |
| JPL Wealth Management, LLC | 1.90% | Add +2.1% | 113,806 | $7.1M |
| Rhumbline Advisers | 0.01% | Reduce -50.0% | 113,715 | $7.1M |
| Baker Tilly Wealth Management, LLC | 2.50% | Reduce -10.0% | 113,076 | $7.0M |
| Parisi Gray Wealth Management | 2.01% | Add +61.3% | 112,894 | $7.0M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -4.6% | 112,784 | $7.0M |
| Bank of Hawaii | 0.37% | No change | 112,425 | $7.0M |
| Crestmont Private Wealth LLC | 2.52% | Reduce -1.2% | 112,254 | $7.0M |
| Richardson Capital Management LLC | 3.65% | Add +5.7% | 112,243 | $7.0M |
| Quad-Cities Investment Group, LLC | 3.15% | Add +0.3% | 111,744 | $6.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.9% | 111,435 | $6.9M |
| Arrowroot Family Office, LLC | 3.09% | — | 111,090 | $6.9M |
| Topel & Distasi Wealth Management, LLC | 3.57% | Reduce -9.4% | 109,933 | $6.8M |
| Pettinga Financial Advisors LLC | 1.49% | Add +0.1% | 109,490 | $6.8M |
| 2UniFi Bank | 3.85% | Add +12.9% | 109,445 | $6.8M |
| Vantage Financial Partners, LLC | 1.56% | Reduce -54.3% | 109,295 | $6.8M |
| Legacy Trust | 1.66% | Add +0.2% | 109,032 | $6.8M |
| Global Wealth Management, LLC | 3.70% | Reduce -7.2% | 106,128 | $6.8M |
| Hi-Line Capital Management, LLC | 2.39% | Add +17.2% | 108,834 | $6.7M |
| Regal Investment Advisors LLC | 0.50% | Add +7.4% | 108,523 | $6.7M |
| Pitcairn Co. | 0.44% | Reduce -0.4% | 108,340 | $6.7M |
| Fortitude Family Office, LLC | 2.22% | Add +112.0% | 108,272 | $6.7M |
| Alpha Financial Partners LLC | 4.84% | Add +0.8% | 108,219 | $6.7M |
| World Investment Advisors | 0.15% | Reduce -1.0% | 108,133 | $6.7M |
| Afg Fiduciary Services Limited Partnership | 4.30% | Reduce -0.3% | 106,283 | $6.7M |
| Dorsey & Whitney Trust CO LLC | 0.35% | Reduce -20.5% | 107,382 | $6.7M |
| American National Bank & Trust | 0.68% | Reduce -2.1% | 107,344 | $6.7M |
| Financial Council, LLC | 3.21% | Add +0.3% | 107,333 | $6.7M |
| CGC Financial Services, LLC | 2.25% | Add +4.5% | 107,300 | $6.7M |
| Sheets Smith Wealth Management | 0.78% | Add +0.0% | 107,257 | $6.7M |
| EPG Wealth Management LLC | 1.99% | Add +0.1% | 107,083 | $6.6M |
| Busey Bank | 0.20% | Add +0.5% | 106,846 | $6.6M |
| Birchbrook, Inc. | 3.55% | Add +12.1% | 106,791 | $6.6M |
| Transcendent Capital Group LLC | 3.39% | Add +1.7% | 106,306 | $6.6M |
| Sterling Investment Counsel, LLC | 3.85% | Reduce -41.2% | 105,925 | $6.6M |
| City Holding Co. | 0.86% | Add +4.4% | 105,924 | $6.6M |
| Brass Tax Wealth Management, Inc. | 1.24% | Add +5.5% | 103,713 | $6.4M |
| Park Place Capital Corp | 1.46% | Add +239.8% | 102,380 | $6.4M |
| Wedmont Private Capital | 0.27% | Add +0.7% | 100,784 | $6.4M |
| AQR Capital Management | 0.01% | Add +71.5% | 103,140 | $6.4M |
| Creative Financial Designs Inc. | 0.46% | Add +4.4% | 102,976 | $6.4M |
| BayBridge Capital Group, LLC | 4.06% | Add +0.5% | 102,012 | $6.3M |
| Lynx Investment Advisory | 4.13% | Reduce -12.7% | 101,899 | $6.3M |
| Donaldson Capital Management, LLC | 0.23% | Add +6.8% | 101,848 | $6.3M |
| Flagship Private Wealth, LLC | 2.67% | Add +1.2% | 101,436 | $6.3M |
| TCTC Holdings, LLC | 0.20% | Add +9.0% | 100,889 | $6.3M |
| Goldstein Advisors, LLC | 0.84% | Add +1.0% | 100,888 | $6.3M |
| Bigelow Investment Advisors, LLC | 2.75% | Reduce -1.3% | 100,680 | $6.2M |
| AlphaCore Capital LLC | 0.24% | Add +139.4% | 100,482 | $6.2M |
| Essex Financial Services, Inc. | 0.41% | Reduce -5.2% | 99,667 | $6.2M |
| Centennial Bank | 2.58% | Add +2.9% | 99,341 | $6.2M |
| Cottage Street Advisors LLC | 3.20% | Reduce -5.8% | 99,227 | $6.2M |
| Stephenson & Company, Inc. | 3.73% | Add +3.8% | 98,943 | $6.1M |
| Wrapmanager Inc. | 1.49% | Reduce -2.6% | 98,927 | $6.1M |
| Syon Capital LLC | 0.41% | New | 98,907 | $6.1M |
| Mason Street Advisors, LLC | 0.72% | Reduce -41.6% | 98,600 | $6.1M |
| Beirne Wealth Consulting Services, LLC | 1.98% | Add +42.9% | 98,222 | $6.1M |
| Twin Focus Capital Partners, LLC | 0.85% | Add +1.0% | 98,212 | $6.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -50.1% | 98,065 | $6.1M |
| Leverty Financial Group, LLC | 1.81% | Add +30.2% | 97,978 | $6.1M |
| Atlas Legacy Advisors, LLC | 1.33% | Add +48.4% | 97,625 | $6.1M |
| Evergreen Capital Management LLC | 0.18% | Add +10.4% | 97,554 | $6.1M |
| Rathbones Group PLC | 0.03% | Add +10.5% | 97,455 | $6.0M |
| FRG Family Wealth Advisors LLC | 1.04% | Reduce -4.5% | 96,480 | $6.0M |
| Bright Financial Advisors, Inc. | 3.31% | Add +11.4% | 96,323 | $6.0M |
| Quattro Financial Advisors LLC | 2.10% | Reduce -6.3% | 96,119 | $6.0M |
| Cary Street Partners Financial LLC | 0.17% | Add +1.0% | 95,216 | $5.9M |
| ADG Wealth Management Group, LLC | 5.02% | Reduce -14.5% | 95,152 | $5.9M |
| Bellwether Advisors, LLC | 1.00% | Reduce -0.5% | 94,282 | $5.8M |
| Abundance Wealth Counselors | 1.09% | Reduce -1.4% | 94,150 | $5.8M |
| Diversify Advisory Services, LLC | 0.22% | Add +80.4% | 90,404 | $5.8M |
| Avior Wealth Management, LLC | 0.20% | Reduce -1.2% | 92,397 | $5.7M |
| Guardian Asset Advisors, LLC | 3.29% | Reduce -1.9% | 92,228 | $5.7M |
| Hicks Capital Management LLC | 9.05% | Reduce -21.8% | 92,206 | $5.7M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +4.8% | 92,155 | $5.7M |
| Sound Stewardship, LLC | 2.94% | Add +8.6% | 91,939 | $5.7M |
| Landmark Wealth Management, LLC | 2.43% | Add +0.7% | 91,874 | $5.7M |
| Smith Shellnut Wilson LLC | 2.46% | Reduce -14.6% | 91,539 | $5.7M |
| Sandy Cove Advisors, LLC | 2.05% | Add +2.5% | 91,508 | $5.7M |
| Fca Corp. | 1.70% | Add +0.6% | 91,327 | $5.7M |
| Ieq Capital, LLC | 0.03% | Add +13.4% | 91,169 | $5.7M |
| Friedenthal Financial | 3.09% | Add +8.5% | 91,018 | $5.6M |
| Brighton Jones LLC | 0.15% | Add +9.1% | 90,799 | $5.6M |
| Councilor Wealth, LLC | 2.61% | Reduce -1.1% | 90,234 | $5.6M |
| Old Mission Investment Co LLC | 1.52% | Reduce -0.5% | 89,306 | $5.5M |
| Segall Bryant & Hamill, LLC | 0.08% | No change | 89,090 | $5.5M |
| One Day In July LLC | 0.50% | Reduce -32.7% | 89,038 | $5.5M |
| Curat Global, LLC | 5.27% | Add +99.1% | 88,920 | $5.5M |
| Hengehold Capital Management LLC | 0.50% | Reduce -7.3% | 88,859 | $5.5M |
| Coign Capital Advisors LLC | 3.71% | Add +11.3% | 88,366 | $5.5M |
| South Plains Financial, Inc. | 3.84% | Add +0.3% | 88,139 | $5.5M |
| Accurate Wealth Management, LLC | 0.83% | Add +3.8% | 85,207 | $5.5M |
| Exchange Capital Management, Inc. | 0.81% | Reduce -6.9% | 87,859 | $5.4M |
| InvesTrust | 2.10% | Reduce -3.9% | 87,693 | $5.4M |
| Founders Grove Wealth Partners, LLC | 1.36% | Add +0.5% | 87,526 | $5.4M |
| Cornerstone Wealth Management, LLC | 0.33% | Reduce -0.1% | 87,110 | $5.4M |
| Jacobi Capital Management LLC | 0.36% | Add +3.7% | 86,993 | $5.4M |
| Neuberger Berman Group LLC | 0.00% | Add +5.7% | 86,918 | $5.4M |
| Provenance Wealth Advisors, LLC | 0.77% | Reduce -4.4% | 86,379 | $5.4M |
| Greenfield Savings Bank | 2.43% | Add +2.8% | 86,364 | $5.4M |
| Money Concepts Capital Corp. | 0.36% | Add +3.5% | 85,897 | $5.3M |
| Hilltop Partners LLC | 1.61% | Add +7.0% | 85,675 | $5.3M |
| Beese Fulmer Investment Management, Inc. | 0.40% | New | 85,510 | $5.3M |
| Delta Wealth Advisors LLC | 4.43% | Add +1.5% | 85,332 | $5.3M |
| RiverFront Investment Group, LLC | 0.10% | Reduce -84.9% | 85,270 | $5.3M |
| RoundAngle Advisors LLC | 4.41% | Reduce -3.6% | 85,115 | $5.3M |
| Armbruster Capital Management, Inc. | 0.95% | Add +0.9% | 84,879 | $5.3M |
| Muirfield Wealth Advisors LLC | 4.19% | Add +1.4% | 84,852 | $5.3M |
| Bradley Foster & Sargent Inc. | 0.08% | Add +49.3% | 83,922 | $5.2M |
| Mission Creek Capital Partners, Inc. | 1.15% | Reduce -9.9% | 83,418 | $5.2M |
| Fifth Third Securities, Inc. | 0.39% | Reduce -16.1% | 83,236 | $5.2M |
| Grey Ledge Advisors, LLC | 1.26% | Reduce -4.4% | 83,054 | $5.2M |
| CENTRAL TRUST Co | 0.12% | Reduce -0.4% | 82,876 | $5.1M |
| Slagle Financial, LLC | 2.07% | New | 82,831 | $5.1M |
| First Merchants Corp. | 0.20% | Add +0.4% | 82,675 | $5.1M |
| Cranbrook Wealth Management, LLC | 1.09% | Reduce -0.7% | 82,646 | $5.1M |
| Venture Visionary Partners LLC | 0.19% | Add +2.8% | 82,449 | $5.1M |
| B. Riley Wealth Advisors, Inc. | 0.25% | Reduce -15.9% | 82,294 | $5.1M |
| Middleton & Co. Inc. | 0.57% | Reduce -5.0% | 82,175 | $5.1M |
| Kaydan Wealth Management, Inc. | 1.67% | Add +19.4% | 82,043 | $5.1M |
| FC Advisory LLC | 1.57% | Add +7.7% | 81,924 | $5.1M |
| Colony Family Offices, LLC | 1.31% | Add +117.8% | 81,839 | $5.1M |
| Great Diamond Partners, LLC | 1.07% | Add +10.8% | 81,746 | $5.1M |
| Souders Financial Advisors | 0.64% | Add +4.7% | 81,674 | $5.1M |
| Alliance Wealth Management Group | 1.29% | Add +5.4% | 81,360 | $5.0M |
| Hilltop National Bank | 1.31% | — | 80,845 | $5.0M |
| Midwest Professional Planners, LTD. | 1.32% | Reduce -0.1% | 80,667 | $5.0M |
| Colonial Trust Co / SC | 0.73% | Reduce -2.1% | 80,641 | $5.0M |
| Private Trust Co. NA | 0.47% | Reduce -2.0% | 80,388 | $5.0M |
| Hilltop Holdings Inc. | 0.32% | Add +3.8% | 80,296 | $5.0M |
| American Century Companies Inc. | 0.00% | Reduce -18.4% | 80,200 | $5.0M |
| Castle Wealth Management LLC | 1.79% | Reduce -5.7% | 79,532 | $4.9M |
| Tradewinds, LLC. | 3.73% | Add +1128.5% | 79,297 | $4.9M |
| Merkkuri Wealth Advisors LLC | 3.73% | Add +15.9% | 79,297 | $4.9M |
| Bricktown Capital, LLC | 0.89% | No change | 78,970 | $4.9M |
| Sage Financial Management Group, Inc. | 1.69% | Reduce -13.4% | 78,826 | $4.9M |
| Transcend Capital Advisors, LLC | 0.38% | Add +5.2% | 78,443 | $4.9M |
| CreativeOne Wealth, LLC | 0.13% | Add +6.5% | 78,330 | $4.9M |
| Investment Advisory Group, LLC | 1.47% | Add +9.8% | 78,276 | $4.9M |
| Parr McKnight Wealth Management Group, LLC | 0.67% | Add +34.6% | 78,245 | $4.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.56% | Add +9.6% | 78,179 | $4.8M |
| J. Safra Sarasin Holding AG | 0.08% | No change | 78,160 | $4.8M |
| Perritt Capital Management Inc | 2.49% | Add +1.3% | 77,647 | $4.8M |
| Sonata Capital Group Inc. | 1.92% | Reduce -3.0% | 77,537 | $4.8M |
| MSH Capital Advisors LLC | 1.38% | Reduce -4.6% | 77,399 | $4.8M |
| Brookstone Capital Management | 0.06% | Reduce -0.7% | 77,264 | $4.8M |
| BSW Wealth Partners | 0.65% | Reduce -3.7% | 76,898 | $4.8M |
| STAR Financial Bank | 3.02% | Reduce -9.2% | 76,861 | $4.8M |
| Flywheel Private Wealth LLC | 3.82% | Reduce -8.7% | 76,843 | $4.8M |
| Capital Advisory Group Advisory Services, LLC | 1.71% | Add +0.1% | 76,810 | $4.8M |
| Flagstar Securities, Inc. | 1.31% | Reduce -23.9% | 76,459 | $4.7M |
| Founders Financial Securities LLC | 0.36% | Reduce -54.1% | 76,295 | $4.7M |
| Rebalance, LLC | 0.32% | Reduce -8.3% | 76,240 | $4.7M |
| Trust Co. of Oklahoma | 1.50% | Reduce -1.1% | 76,228 | $4.7M |
| Parsons Capital Management Inc. | 0.29% | Reduce -1.7% | 76,084 | $4.7M |
| Forum Private Client Group LLC | 1.82% | Add +9.3% | 76,065 | $4.7M |
| United Bank | 1.80% | Add +3.4% | 75,964 | $4.7M |
| Legacy Private Trust Co. | 0.30% | Reduce -7.9% | 75,817 | $4.7M |
| First National Bank of Omaha | 0.30% | Reduce -3.8% | 75,526 | $4.7M |
| Pension & Wealth Management Advisors, Inc. | 1.57% | Reduce -0.8% | 75,491 | $4.7M |
| Gryphon Financial Partners LLC | 0.61% | Add +5.1% | 75,230 | $4.7M |
| Nepc LLC | 0.12% | No change | 74,989 | $4.7M |
| StoneX Group Inc. | 0.23% | Reduce -15.6% | 74,761 | $4.6M |
| USAdvisors Wealth Management, LLC | 1.72% | Add +6.1% | 74,499 | $4.6M |
| LBMC Investment Advisors, LLC | 0.33% | Reduce -12.3% | 74,517 | $4.6M |
| Blueprint Financial Advisors LLC | 1.47% | New | 73,730 | $4.6M |
| Gries Financial LLC | 0.83% | Reduce -2.4% | 73,608 | $4.6M |
| GenTrust, LLC | 0.21% | Reduce -13.5% | 72,889 | $4.5M |
| Sather Financial Group Inc | 0.27% | No change | 72,825 | $4.5M |
| CRA Financial Services, LLC | 0.69% | Reduce -7.9% | 72,369 | $4.5M |
| Capital Advisors Inc. | 0.08% | Reduce -3.6% | 72,090 | $4.5M |
| Blueprint Investment Partners LLC | 0.79% | New | 71,992 | $4.5M |
| Palisade Asset Management, LLC | 0.44% | Add +4.2% | 71,945 | $4.5M |
| Convergence Financial, LLC | 0.77% | Reduce -3.5% | 71,903 | $4.5M |
| Sterling Financial Planning, Inc. | 1.48% | Reduce -0.4% | 71,504 | $4.4M |
| Mather Group, Llc. | 0.05% | Reduce -6.8% | 71,231 | $4.4M |
| Pacific Financial Group Inc. | 3.44% | Reduce -14.3% | 71,088 | $4.4M |
| Vertex Planning Partners, LLC | 0.92% | Add +1.9% | 71,042 | $4.4M |
| Heritage Investors Management Corp. | 0.14% | Add +1.3% | 70,937 | $4.4M |
| Dohj, LLC | 1.27% | Reduce -4.2% | 78,848 | $4.4M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -10.1% | 70,669 | $4.4M |
| Aprio Wealth Management, LLC | 0.49% | Reduce -0.4% | 70,654 | $4.4M |
| Blake Schutter Theil Wealth Advisors, LLC | 4.96% | Add +2.4% | 70,502 | $4.4M |
| Sebold Capital Management, Inc. | 2.69% | Reduce -0.5% | 70,455 | $4.4M |
| Wellspring Financial Advisors, LLC | 0.39% | Add +0.2% | 1,293,895 | $4.4M |
| Allegheny Financial Group | 0.97% | Reduce -1.4% | 70,399 | $4.4M |
| CVA Family Office, LLC | 0.61% | Reduce -1.3% | 70,351 | $4.4M |
| Trivium Point Advisory, LLC | 0.47% | Reduce -12.4% | 70,045 | $4.3M |
| HTG Investment Advisors, Inc. | 1.60% | Add +6.1% | 69,377 | $4.3M |
| Rossby Financial, LCC | 1.62% | Reduce -3.5% | 69,289 | $4.3M |
| Jaffetilchin Investment Partners, LLC | 0.28% | Reduce -0.5% | 69,282 | $4.3M |
| RDA Financial Network | 1.16% | Add +2.8% | 69,107 | $4.3M |
| Alliance Wealth Advisors, LLC | 2.32% | Reduce -42.8% | 68,804 | $4.3M |
| Summit Wealth Partners, LLC | 0.81% | Reduce -3.8% | 68,747 | $4.3M |
| Novem Group | 0.54% | Reduce -0.1% | 68,694 | $4.3M |
| PFG Private Wealth Management, LLC | 2.16% | Add +1.9% | 67,480 | $4.2M |
| Breakwater Capital Group | 0.68% | Add +2.2% | 67,400 | $4.2M |
| AA Financial Advisors, LLC | 0.90% | Add +6.7% | 67,365 | $4.2M |
| Greykasell Wealth Strategies, Inc. | 2.00% | Add +1.0% | 67,280 | $4.2M |
| Newman Dignan & Sheerar, Inc. | 0.96% | Reduce -1.2% | 67,278 | $4.2M |
| Moller Wealth Partners | 0.92% | Add +5.3% | 67,205 | $4.2M |
| Smith Anglin Financial, LLC | 0.38% | Reduce -5.7% | 67,202 | $4.2M |
| Forza Wealth Management, LLC | 1.71% | Add +10.0% | 67,147 | $4.2M |
| River Wealth Advisors LLC | 0.52% | Reduce -1.3% | 66,909 | $4.1M |
| Welch & Forbes LLC | 0.05% | Add +1.9% | 66,504 | $4.1M |
| LifeSteps Financial, Inc. | 2.83% | Add +0.3% | 66,465 | $4.1M |
| Aspiriant, LLC | 0.13% | Reduce -2.4% | 66,227 | $4.1M |
| Stephens Inc. | 0.06% | Add +14.3% | 66,120 | $4.1M |
| Harbor Investment Advisory, LLC | 0.36% | Add +5.9% | 65,976 | $4.1M |
| Cozad Asset Management Inc. | 0.36% | Reduce -3.5% | 65,975 | $4.1M |
| Fortress Financial Solutions, LLC | 5.12% | Add +2.3% | 65,773 | $4.1M |
| Next Capital Management LLC | 1.51% | Add +1.8% | 65,682 | $4.1M |
| Central Bank & Trust Co. | 0.66% | Reduce -0.6% | 65,346 | $4.1M |
| United Community Bank | 1.39% | Reduce -2.8% | 65,332 | $4.1M |
| Silvercrest Asset Management Group LLC | 0.03% | Reduce -20.2% | 65,285 | $4.0M |
| Greystone Financial Group, LLC | 0.67% | Add +75.9% | 65,183 | $4.0M |
| Willis Johnson & Associates, Inc. | 0.27% | Reduce -0.3% | 64,868 | $4.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.55% | No change | 64,825 | $4.0M |
| Silvia McColl Wealth Management, LLC | 2.92% | Add +0.6% | 64,772 | $4.0M |
| Kera Capital Partners, Inc. | 0.79% | Add +245.6% | 64,640 | $4.0M |
| Inman Jager Wealth Management, LLC | 2.70% | Reduce -1.6% | 64,328 | $4.0M |
| Verus Financial Partners, Inc. | 0.41% | Reduce -1.2% | 62,554 | $4.0M |
| Syntax Research, Inc. | 2.82% | Reduce -0.9% | 64,058 | $4.0M |
| Grey Fox Wealth Advisors, LLC | 0.95% | Add +12.2% | 63,927 | $4.0M |
| Alhambra Investment Management LLC | 1.97% | Add +1.2% | 63,926 | $4.0M |
| MidAtlantic Capital Management, Inc. | 2.81% | Add +0.7% | 63,895 | $4.0M |
| NBT Bank, N.A. | 0.27% | Reduce -2.7% | 63,741 | $4.0M |
| ProVise Management Group, LLC | 0.31% | Reduce -5.9% | 63,637 | $3.9M |
| SVB Wealth LLC | 0.21% | New | 63,587 | $3.9M |
| ETF Store, Inc. | 4.54% | Reduce -0.3% | 63,203 | $3.9M |
| Kickstand Ventures, Llc. | 0.91% | Add +19.4% | 62,827 | $3.9M |
| Variant Private Wealth, LLC | 4.04% | Add +0.6% | 62,716 | $3.9M |
| Dakota Wealth Management | 0.08% | Reduce -30.8% | 62,426 | $3.9M |
| Element Wealth, LLC | 1.77% | Add +2.3% | 62,025 | $3.8M |
| Garden State Investment Advisory Services LLC | 1.03% | Add +31.6% | 61,423 | $3.8M |
| SouthState Bank Corp | 0.16% | Reduce -3.6% | 59,835 | $3.7M |
| Lanark Financial, Inc. | 0.30% | Add +78.3% | 59,596 | $3.7M |
| Cambiar Investors LLC | 0.15% | Reduce -44.7% | 59,451 | $3.7M |
| Nilsine Partners, LLC | 0.37% | No change | 59,418 | $3.7M |
| McGlone Suttner Wealth Management, Inc. | 0.55% | Reduce -1.9% | 59,210 | $3.7M |
| Moloney Securities Asset Management, LLC | 0.46% | Reduce -13.0% | 59,203 | $3.7M |
| Horizon Investments, LLC | 0.06% | Reduce -94.3% | 58,875 | $3.7M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +0.1% | 58,780 | $3.6M |
| GAMCO Investors | 0.04% | New | 58,709 | $3.6M |
| Joel Isaacson & Co., LLC | 0.15% | Reduce -1.8% | 58,665 | $3.6M |
| IFC Advisors LLC | 0.68% | Add +4.0% | 58,607 | $3.6M |
| Wealth Alliance, LLC | 0.40% | Add +1.8% | 58,199 | $3.6M |
| Embree Financial Group | 0.54% | Add +29.7% | 58,176 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.28% | Add +16.1% | 58,154 | $3.6M |
| Birchcreek Wealth Management, LLC | 2.04% | Add +8.3% | 58,154 | $3.6M |
| SOA Wealth Advisors, LLC. | 0.66% | Reduce -9.3% | 57,978 | $3.6M |
| HighMark Wealth Management LLC | 1.76% | Add +1.9% | 57,993 | $3.6M |
| 360 Financial, Inc. | 1.13% | Add +6.0% | 57,911 | $3.6M |
| KPP Advisory Services LLC | 0.59% | Add +1.6% | 57,444 | $3.6M |
| Financial Strategies Group, Inc. | 0.74% | Add +0.6% | 56,102 | $3.6M |
| Benchmark Financial Wealth Advisors, LLC | 1.18% | Add +0.6% | 57,321 | $3.6M |
| Fulton Bank, N.A. | 0.13% | Add +30.4% | 57,081 | $3.5M |
| High Net Worth Advisory Group LLC | 0.93% | Reduce -1.9% | 56,698 | $3.5M |
| SigFig Wealth Management, LLC | 0.12% | Add +25.8% | 56,669 | $3.5M |
| Headinvest, LLC | 0.75% | Reduce -4.2% | 56,552 | $3.5M |
| Agf Management Ltd. | 0.02% | Reduce -0.9% | 56,130 | $3.5M |
| Astra Wealth Partners LLC | 2.81% | Reduce -2.1% | 56,083 | $3.5M |
| TRUE Private Wealth Advisors | 0.39% | Reduce -80.0% | 55,908 | $3.5M |
| Counterweight Ventures, LLC | 2.26% | Add +0.7% | 55,764 | $3.5M |
| Intrua Financial, LLC | 0.50% | Reduce -6.5% | 55,692 | $3.5M |
| Balanced Wealth Group LLC | 1.50% | Add +2.3% | 54,789 | $3.5M |
| Joel Adams & Associates, Inc. | 3.04% | Add +2.7% | 55,422 | $3.4M |
| HM Payson & Co. | 0.05% | Reduce -0.9% | 54,975 | $3.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +154.9% | 54,540 | $3.4M |
| Keel Point, LLC | 0.22% | Reduce -18.0% | 53,824 | $3.3M |
| Sowell Financial Services LLC | 0.14% | Reduce -12.3% | 53,773 | $3.3M |
| Nordwand Advisors, LLC | 0.52% | New | 53,770 | $3.3M |
| Boston Family Office LLC | 0.22% | Reduce -1.7% | 53,674 | $3.3M |
| Strategic Blueprint, LLC | 0.16% | Add +4.8% | 53,550 | $3.3M |
| Bowman & Co S.C. | 1.48% | Add +5.3% | 53,173 | $3.3M |
| Axis Wealth Partners, LLC | 2.15% | Reduce -5.1% | 52,665 | $3.3M |
| Perennial Investment Advisors, LLC | 0.32% | Reduce -3.0% | 52,480 | $3.3M |
| Carnegie Investment Counsel | 0.07% | Add +10.1% | 52,223 | $3.2M |
| Everpar Advisors LLC | 1.47% | Add +24.8% | 52,133 | $3.2M |
| Cornerstone Advisors Asset Management, LLC | 0.62% | Reduce -5.3% | 51,983 | $3.2M |
| Farmers Trust Co. | 0.60% | Reduce -4.6% | 51,939 | $3.2M |
| ForthRight Wealth Management, LLC | 1.00% | Add +1.7% | 51,901 | $3.2M |
| Claro Advisors Inc. | 0.53% | Add +1.9% | 51,695 | $3.2M |
| Insight Advisors, LLC/ PA | 0.51% | Add +3.7% | 51,146 | $3.2M |
| Quadcap Wealth Management, LLC | 0.40% | Add +2.5% | 50,997 | $3.2M |
| C2C Wealth Management, LLC | 2.86% | Reduce -1.5% | 50,932 | $3.2M |
| Crumly & Associates Inc. | 0.77% | Reduce -0.1% | 50,725 | $3.1M |
| Center for Financial Planning, Inc. | 0.36% | Add +2.0% | 50,368 | $3.1M |
| Boston Research & Management Inc. | 0.74% | Add +3.1% | 50,235 | $3.1M |
| Symphony Financial, Ltd. Co. | 0.41% | Reduce -22.1% | 48,787 | $3.1M |
| Deutsche Bank AG | 0.00% | No change | 49,630 | $3.1M |
| Wetzel Investment Advisors, Inc. | 1.40% | Reduce -13.7% | 49,201 | $3.1M |
| Bank of New Hampshire | 0.76% | Add +1.8% | 49,154 | $3.0M |
| Bryn Mawr Trust Advisors, LLC | 0.17% | Reduce -12.1% | 49,015 | $3.0M |
| Geneos Wealth Management Inc. | 0.07% | Add +18.1% | 48,725 | $3.0M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -16.4% | 47,801 | $3.0M |
| Betterment LLC | 0.01% | Add +3.7% | 48,331 | $3.0M |
| General Partner, Inc. | 1.76% | No change | 48,296 | $3.0M |
| Savvy Advisors, Inc. | 0.20% | Add +65.5% | 48,222 | $3.0M |
| LOM Asset Management Ltd | 1.01% | — | 48,201 | $3.0M |
| Providence Capital Advisors, LLC | 0.55% | Add +5.8% | 48,016 | $3.0M |
| Oakworth Capital, Inc. | 0.19% | Reduce -2.5% | 47,957 | $3.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | — | 47,955 | $3.0M |
| CoreFirst Bank & Trust | 1.66% | Add +12.8% | 47,445 | $2.9M |
| Hirtle & Co., LLC | 0.12% | Reduce -33.8% | 47,336 | $2.9M |
| Sachetta, LLC | 1.16% | Reduce -20.1% | 47,326 | $2.9M |
| Townsend Asset Management Corp. /NC/ | 1.06% | Reduce -1.5% | 47,298 | $2.9M |
| Richard W. Paul & Associates, LLC | 1.06% | Add +3.9% | 47,158 | $2.9M |
| Ames National Corp. | 1.88% | Add +2.4% | 46,986 | $2.9M |
| Wealthspan Partners, LLC | 1.21% | Reduce -17.1% | 46,977 | $2.9M |
| Benjamin Edwards Inc. | 0.04% | Add +18.9% | 46,968 | $2.9M |
| Golden State Wealth Management, LLC | 0.35% | Reduce -5.5% | 46,534 | $2.9M |
| UNIVEST FINANCIAL Corp | 0.17% | Reduce -0.9% | 46,391 | $2.9M |
| New England Private Wealth Advisors LLC | 0.42% | Add +0.1% | 45,036 | $2.9M |
| Arbor Trust Wealth Advisors, LLC | 1.40% | Reduce -0.1% | 46,157 | $2.9M |
| AE Wealth Management LLC | 0.02% | Reduce -21.7% | 46,075 | $2.9M |
| Aua Capital Management, LLC | 1.70% | No change | 45,985 | $2.9M |
| Consolidated Portfolio Review Corp | 0.39% | Add +3.5% | 45,536 | $2.8M |
| Steigerwald, Gordon & Koch Inc. | 0.30% | Add +2.8% | 45,515 | $2.8M |
| QRG Capital Management, Inc. | 0.02% | Add +21.0% | 45,375 | $2.8M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -97.1% | 45,369 | $2.8M |
| Cadence Bank | 0.19% | Add +2.5% | 45,361 | $2.8M |
| Delta Financial Advisors LLC | 0.99% | Add +0.0% | 45,308 | $2.8M |
| North Dallas Bank & Trust Co. | 2.12% | — | 45,165 | $2.8M |
| Florida Trust Wealth Management Co | 0.09% | Add +67.7% | 44,968 | $2.8M |
| Sageworth Trust Co | 0.15% | Reduce -68.6% | 44,925 | $2.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 44,833 | $2.8M |
| McCarter Private Wealth Services LLC | 1.58% | New | 44,596 | $2.8M |
| Patten Group, Inc. | 0.58% | Reduce -6.2% | 44,520 | $2.8M |
| Securian Asset Management, Inc. | 0.08% | Reduce -38.0% | 44,510 | $2.8M |
| Clear Investment Research, LLC | 3.46% | Reduce -0.8% | 44,292 | $2.7M |
| Ballew Advisors, Inc | 1.63% | Add +4.9% | 43,053 | $2.7M |
| SWP Financial LLC | 1.51% | Reduce -0.3% | 44,279 | $2.7M |
| Fairman Group, LLC | 2.26% | Reduce -7.1% | 44,204 | $2.7M |
| Premier Path Wealth Partners, LLC | 0.38% | Reduce -0.6% | 44,155 | $2.7M |
| Wealth Group Ltd | 0.69% | Reduce -6.1% | 43,932 | $2.7M |
| Private Capital Management, LLC | 0.28% | Reduce -0.1% | 43,799 | $2.7M |
| Wedbush Securities Inc. | 0.09% | Reduce -8.3% | 43,732 | $2.7M |
| SeaBridge Investment Advisors LLC | 0.50% | Add +32.4% | 43,700 | $2.7M |
| Advus Financial Partners, LLC | 0.69% | Reduce -1.6% | 43,687 | $2.7M |
| Missouri Trust & Investment Co | 0.88% | No change | 43,640 | $2.7M |
| Well Done, LLC | 0.51% | Add +21.4% | 43,458 | $2.7M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -1.9% | 43,432 | $2.7M |
| Vista Investment Management | 0.99% | Add +0.7% | 43,155 | $2.7M |
| Clay Northam Wealth Management, LLC | 1.71% | Add +7.3% | 43,135 | $2.7M |
| Coppell Advisory Solutions LLC | 0.32% | New | 43,106 | $2.7M |
| Amplius Wealth Advisors, LLC | 0.25% | Add +6.0% | 42,919 | $2.7M |
| Rialto Wealth Management, LLC | 0.74% | Add +0.2% | 42,752 | $2.7M |
| Prudential Financial Inc. | 0.00% | Add +33.0% | 42,700 | $2.6M |
| Rockwood Wealth Management, LLC | 0.23% | Reduce -6.1% | 42,588 | $2.6M |
| HRT Financial LP | 0.01% | New | 42,558 | $2.6M |
| NorthLanding Financial Partners, LLC | 2.32% | Add +7.8% | 42,260 | $2.6M |
| Willow Creek Wealth Management Inc. | 0.24% | Reduce -3.7% | 42,212 | $2.6M |
| GW Henssler & Associates Ltd. | 0.14% | Reduce -2.5% | 42,187 | $2.6M |
| Summit Investment Advisory Services, LLC | 1.14% | Add +0.8% | 42,091 | $2.6M |
| Koshinski Asset Management, Inc. | 0.20% | Reduce -3.0% | 41,969 | $2.6M |
| GEM Asset Management, LLC | 1.33% | Add +0.3% | 41,002 | $2.6M |
| Ellevest, Inc. | 0.41% | Reduce -29.3% | 41,723 | $2.6M |
| Seeds Investor LLC | 0.61% | Add +22.3% | 41,702 | $2.6M |
| Apexium Financial, LP | 0.14% | Reduce -6.2% | 41,669 | $2.6M |
| Rik Saylor Financial, Inc. | 1.98% | Reduce -0.8% | 41,362 | $2.6M |
| Fort Point Capital Partners LLC | 0.26% | Add +204.6% | 41,339 | $2.6M |
| FLC Capital Advisors | 0.53% | Reduce -9.5% | 41,193 | $2.6M |
| Operose Advisors LLC | 0.72% | Add +51.4% | 41,175 | $2.6M |
| Continuum Advisory, LLC | 0.31% | Reduce -5.5% | 41,015 | $2.5M |
| Heritage Wealth Management, Inc./Texas | 1.26% | Reduce -5.4% | 40,946 | $2.5M |
| Petros Family Wealth, LLC | 2.32% | Add +7.7% | 40,879 | $2.5M |
| Diversified Portfolios, Inc. | 0.24% | Add +0.6% | 40,849 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +0.6% | 40,835 | $2.5M |
| XML Financial, LLC | 0.22% | Add +2.6% | 40,518 | $2.5M |
| Stelac Advisory Services LLC | 0.95% | Reduce -17.7% | 40,377 | $2.5M |
| Amara Financial, Llc. | 2.20% | Add +1.2% | 40,274 | $2.5M |
| Silver Oak Securities, Incorporated | 0.21% | Add +8.5% | 40,250 | $2.5M |
| Pitti Group Wealth Management, LLC | 2.15% | Add +5.3% | 40,220 | $2.5M |
| Cushing Capital Partners, LLC | 2.10% | Reduce -6.0% | 40,140 | $2.5M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -0.7% | 40,129 | $2.5M |
| Lyell Wealth Management, LP | 0.20% | Reduce -6.3% | 40,085 | $2.5M |
| Good Life Advisors, LLC | 0.16% | Reduce -0.9% | 40,081 | $2.5M |
| KCM Investment Advisors LLC | 0.08% | Add +0.1% | 39,949 | $2.5M |
| Taylor Financial Group, Inc. | 1.55% | Add +8.9% | 39,925 | $2.5M |
| Millennium Management | 0.00% | Reduce -3.9% | 39,918 | $2.5M |
| Brightwater Advisory LLC | 1.78% | Add +1.4% | 39,868 | $2.5M |
| Brown Miller Wealth Management, LLC | 0.77% | Add +9.4% | 39,836 | $2.5M |
| ERn Financial, LLC | 0.52% | Reduce -0.4% | 39,743 | $2.5M |
| Capital Squared Financial LLC | 2.87% | — | 39,694 | $2.5M |
| Camden National Bank | 0.35% | Reduce -16.0% | 39,608 | $2.5M |
| Palisade Capital Management, LP | 0.08% | Reduce -0.2% | 39,365 | $2.4M |
| Maridea Wealth Management LLC | 0.63% | Reduce -10.9% | 39,255 | $2.4M |
| Capital Advisors, Ltd. LLC | 0.30% | Reduce -4.8% | 39,174 | $2.4M |
| Weinberger Asset Management, Inc | 0.93% | Reduce -1.8% | 39,038 | $2.4M |
| 1834 Investment Advisors Co. | 0.31% | Reduce -0.2% | 38,889 | $2.4M |
| Macroview Investment Management LLC | 1.97% | Add +5.7% | 38,676 | $2.4M |
| Ascent Wealth Partners, LLC | 0.29% | Add +18.6% | 38,342 | $2.4M |
| Brady Family Wealth, LLC | 0.73% | Reduce -0.2% | 38,181 | $2.4M |
| RFG Advisory, LLC | 0.06% | Add +8.0% | 38,152 | $2.4M |
| WorthPointe, LLC | 0.99% | Reduce -2.5% | 38,086 | $2.4M |
| Canandaigua National Bank & Trust Co. | 0.22% | Add +0.3% | 38,055 | $2.4M |
| MY Wealth Management Inc. | 2.26% | Reduce -0.1% | 38,032 | $2.4M |
| Gilbert & Cook, Inc. | 0.32% | Reduce -0.4% | 38,028 | $2.4M |
| National Wealth Management Group, LLC | 1.31% | Add +5.4% | 37,734 | $2.3M |
| Towerpoint Wealth, LLC | 1.04% | Add +165.9% | 37,666 | $2.3M |
| Oxford Financial Group, LTD. LLC | 0.14% | Reduce -0.4% | 37,640 | $2.3M |
| Clifford Swan Investment Counsel LLC | 0.08% | Add +0.0% | 37,594 | $2.3M |
| Opinicus Capital, Inc. | 1.77% | Add +2.9% | 37,506 | $2.3M |
| Bensler, LLC | 0.26% | Reduce -0.2% | 37,369 | $2.3M |
| Enzi Wealth | 0.85% | Reduce -0.6% | 36,463 | $2.3M |
| Lakeshore Financial Planning, Inc. | 0.93% | Reduce -0.6% | 37,239 | $2.3M |
| Nikulski Financial, Inc. | 0.63% | Reduce -6.3% | 36,978 | $2.3M |
| Astoria Strategic Wealth, Inc. | 0.62% | Reduce -0.8% | 36,769 | $2.3M |
| Legal & General Group Plc | 0.00% | Add +74.1% | 36,728 | $2.3M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +4.9% | 36,672 | $2.3M |
| Maple Capital Management, Inc. | 0.15% | Add +9.6% | 36,420 | $2.3M |
| NorthRock Partners, LLC | 0.06% | Reduce -22.0% | 36,319 | $2.3M |
| FAS Wealth Partners, Inc. | 0.17% | Add +0.3% | 36,287 | $2.3M |
| Parkside Financial Bank & Trust | 0.24% | Add +7.6% | 35,983 | $2.2M |
| Broadview Financial Management, LLC | 1.50% | Reduce -4.5% | 35,693 | $2.2M |
| Sherman Asset Management, Inc. | 1.96% | Reduce -0.6% | 35,646 | $2.2M |
| Baker Avenue Asset Management, LP | 0.06% | Reduce -0.3% | 35,478 | $2.2M |
| Mullaney, Keating & Wright, Inc. | 1.44% | Reduce -2.4% | 35,426 | $2.2M |
| Antonelli Financial Advisors, LLC | 1.59% | Reduce -3.7% | 35,410 | $2.2M |
| Trinity Financial Advisors LLC | 0.67% | Reduce -35.6% | 35,323 | $2.2M |
| Washington Trust Bank | 0.18% | Reduce -0.8% | 35,210 | $2.2M |
| Gotham Asset Management | 0.01% | Reduce -44.7% | 35,210 | $2.2M |
| 4Thought Financial Group Inc. | 1.16% | Add +12.1% | 35,125 | $2.2M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -11.9% | 34,997 | $2.2M |
| Coastal Bridge Advisors, LLC | 0.18% | New | 34,759 | $2.2M |
| Fortis Capital Advisors, LLC | 0.38% | Add +1.6% | 34,525 | $2.1M |
| Higgins & Schmidt Wealth Strategies LLC | 1.18% | Reduce -0.1% | 34,507 | $2.1M |
| GM Advisory Group, LLC | 0.11% | Add +6.8% | 34,340 | $2.1M |
| Second Line Capital, LLC | 0.49% | Reduce -3.5% | 34,273 | $2.1M |
| Arcadia Investment Advisors LLC | 1.10% | Reduce -0.2% | 34,225 | $2.1M |
| Roger Wittlin Investment Advisory, LLC | 1.18% | Add +0.3% | 34,172 | $2.1M |
| Verdence Capital Advisors LLC | 0.14% | Reduce -3.9% | 34,059 | $2.1M |
| FSC Wealth Advisors, LLC | 1.33% | Add +6.2% | 34,032 | $2.1M |
| Bedel Financial Consulting, Inc. | 0.29% | Reduce -1.1% | 34,007 | $2.1M |
| Biltmore Family Office, LLC | 0.35% | Reduce -2.6% | 33,869 | $2.1M |
| LCNB Corp. | 0.74% | Reduce -0.8% | 33,855 | $2.1M |
| Smartleaf Asset Management LLC | 0.18% | Add +58.7% | 33,572 | $2.1M |
| Connors Investor Services Inc. | 0.18% | Add +24.0% | 33,559 | $2.1M |
| Fourth Dimension Wealth, LLC | 0.88% | Add +20.4% | 33,540 | $2.1M |
| KOM Wealth Management Group, LLC | 1.65% | Reduce -21.8% | 33,530 | $2.1M |
| Dale Q Rice Investment Management Ltd | 1.72% | Reduce -51.7% | 32,943 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +411.6% | 33,308 | $2.1M |
| Leo Wealth, LLC | 0.16% | Add +9.1% | 33,162 | $2.1M |
| Harbour Capital Advisors, LLC | 0.43% | Add +1.1% | 32,374 | $2.1M |
| Azimuth Capital Investment Management LLC | 0.08% | No change | 33,060 | $2.1M |
| Tiemann Investment Advisors, LLC | 0.84% | Add +1.2% | 32,937 | $2.0M |
| Oldfather Financial Services, LLC | 0.70% | Reduce -3.4% | 32,934 | $2.0M |
| GAMMA Investing LLC | 0.13% | Add +19.5% | 32,880 | $2.0M |
| WFA of San Diego, LLC | 1.50% | — | 32,857 | $2.0M |
| SpringVest Wealth Management LLC | 1.65% | Reduce -1.6% | 32,841 | $2.0M |
| Fiducient Advisors LLC | 0.25% | Add +17.1% | 32,840 | $2.0M |
| St. Clair Advisors, LLC | 0.53% | Reduce -1.8% | 32,735 | $2.0M |
| Long Run Wealth Advisors, LLC | 0.43% | Add +0.3% | 32,699 | $2.0M |
| Matauro, LLC | 0.38% | Reduce -6.7% | 32,608 | $2.0M |
| Schmidt P J Investment Management Inc. | 0.35% | New | 32,595 | $2.0M |
| Philadelphia Trust Co. | 0.16% | No change | 32,590 | $2.0M |
| Revolve Wealth Partners, LLC | 0.26% | Reduce -0.2% | 32,493 | $2.0M |
| Assetmark, Inc. | 0.00% | Add +18.0% | 32,410 | $2.0M |
| CBIZ Investment Advisory Services, LLC | 0.09% | Reduce -8.8% | 32,398 | $2.0M |
| Exchange Bank | 1.59% | Reduce -0.3% | 32,358 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.22% | No change | 32,340 | $2.0M |
| Tyler-Stone Wealth Management | 0.32% | Add +0.4% | 32,310 | $2.0M |
| BigSur Wealth Management LLC | 0.50% | No change | 32,250 | $2.0M |
| Evoke Wealth, LLC | 0.05% | Reduce -1.1% | 32,213 | $2.0M |
| Cordgrass Capital Advisors, LLC | 0.54% | Add +4.1% | 32,173 | $2.0M |
| Investment Advisory Services Inc. /TX | 0.66% | Reduce -31.2% | 32,130 | $2.0M |
| Tranquility Partners, LLC | 0.71% | Reduce -1.0% | 32,054 | $2.0M |
| First National Corp. /Ma/ | 0.40% | Add +6.6% | 32,033 | $2.0M |
| Covenant Partners, LLC | 0.59% | Add +3.7% | 32,010 | $2.0M |
| Atticus Wealth Management, LLC | 0.53% | Reduce -16.6% | 31,701 | $2.0M |
| TFB Advisors LLC | 0.51% | Reduce -0.0% | 31,619 | $2.0M |
| Ellerson Group Inc. | 1.37% | Reduce -51.2% | 31,447 | $2.0M |
| Empower Advisory Group, LLC | 0.01% | Reduce -38.6% | 31,355 | $1.9M |
| SevenBridge Financial Group, LLC | 0.34% | Reduce -9.5% | 30,507 | $1.9M |
| Ignite Planners, LLC | 0.34% | Reduce -0.4% | 30,598 | $1.9M |
| Cosner Financial Group, LLC | 1.08% | Add +16.2% | 31,253 | $1.9M |
| Corundum Group, Inc. | 0.85% | Reduce -1.9% | 31,180 | $1.9M |
| Sfm, LLC | 1.24% | Add +59.4% | 31,092 | $1.9M |
| Artemis Wealth Advisors, LLC | 0.29% | Reduce -89.0% | 31,090 | $1.9M |
| Moors & Cabot, Inc. | 0.09% | Reduce -1.2% | 31,069 | $1.9M |
| Kathmere Capital Management, LLC | 0.15% | Reduce -5.0% | 30,968 | $1.9M |
| Capital City Trust Co. | 0.50% | Add +1.0% | 30,915 | $1.9M |
| Beacon Bank & Trust | 0.44% | No change | 30,830 | $1.9M |
| Forefront Wealth Partners, LLC | 1.31% | Reduce -9.6% | 30,616 | $1.9M |
| Liberty Square Wealth Partners LLC | 0.65% | Reduce -10.0% | 30,484 | $1.9M |
| Glassman Wealth Services | 0.29% | Reduce -1.4% | 30,370 | $1.9M |
| CWA Asset Management Group, LLC | 0.08% | Reduce -19.1% | 30,137 | $1.9M |
| Awm Capital, LLC | 0.20% | No change | 29,976 | $1.9M |
| Pps&v Asset Management Consultants, Inc. | 1.17% | Add +9.3% | 29,952 | $1.9M |
| Orion Capital Management LLC | 0.71% | Reduce -0.6% | 29,930 | $1.9M |
| ORG Partners LLC | 0.41% | Reduce -10.3% | 29,556 | $1.9M |
| Mechanics Bank Trust Department | 0.27% | Reduce -6.3% | 29,845 | $1.9M |
| Donor Advised Charitable Giving, Inc. | 0.04% | Add +6.9% | 29,759 | $1.8M |
| Simplicity Wealth,LLC | 0.08% | Add +17.5% | 29,702 | $1.8M |
| Independent Family Office, LLC | 0.85% | No change | 29,690 | $1.8M |
| Financial Partners Group, Inc | 0.25% | Add +0.8% | 29,638 | $1.8M |
| Apex Wealth Management, LLC | 1.47% | Reduce -1.9% | 29,587 | $1.8M |
| Trust Point Inc. | 0.17% | Add +9.8% | 29,570 | $1.8M |
| Moneco Advisors, LLC | 0.17% | Add +3.4% | 29,545 | $1.8M |
| Novak & Powell Financial Services, Inc. | 1.26% | Reduce -27.8% | 29,367 | $1.8M |
| Newport Capital Group, LLC | 1.23% | Reduce -2.1% | 29,313 | $1.8M |
| Finward Bancorp | 1.44% | Reduce -0.1% | 29,300 | $1.8M |
| Sunpointe, LLC | 0.72% | Add +1.8% | 29,215 | $1.8M |
| Factor Wealth Management LTD | 0.50% | Add +9.8% | 29,190 | $1.8M |
| Teachers Insurance & Annuity Association of America | 2.26% | Reduce -1.1% | 29,149 | $1.8M |
| Citizens Business Bank | 0.35% | Reduce -0.0% | 29,019 | $1.8M |
| Regatta Capital Group, LLC | 0.31% | Reduce -1.6% | 28,990 | $1.8M |
| Rockland Trust Co. | 0.09% | Reduce -2.6% | 28,934 | $1.8M |
| Investment Partners, LTD. | 0.68% | Reduce -9.8% | 28,927 | $1.8M |
| waypoint wealth counsel | 0.88% | Reduce -8.3% | 28,709 | $1.8M |
| Peterson Wealth Advisors, LLC | 0.29% | Add +2.4% | 28,682 | $1.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.38% | Add +22.4% | 28,676 | $1.8M |
| First Heartland Consultants, Inc. | 0.16% | Add +12.2% | 28,656 | $1.8M |
| Darden Wealth Group Inc | 1.08% | Reduce -6.3% | 28,631 | $1.8M |
| Independent Advisor Alliance | 0.05% | Reduce -3.3% | 28,545 | $1.8M |
| Ashford Advisors, LLC | 0.41% | Reduce -36.0% | 4,000 | $1.8M |
| Zhang Financial LLC | 0.08% | Add +8.3% | 28,164 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.67% | Reduce -5.8% | 28,054 | $1.7M |
| Aft, Forsyth & Company, Inc. | 0.89% | Add +0.1% | 28,046 | $1.7M |
| Berkshire Asset Management LLC | 0.08% | No change | 28,030 | $1.7M |
| K.J. Harrison & Partners Inc | 0.29% | Add +12.4% | 28,000 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.12% | Reduce -9.4% | 27,994 | $1.7M |
| Forte Asset Management LLC | 0.88% | Reduce -1.0% | 27,848 | $1.7M |
| Sunbelt Securities, Inc. | 0.15% | Add +7.8% | 27,703 | $1.7M |
| Redwood Wealth Management Group, LLC | 0.78% | Reduce -0.1% | 27,733 | $1.7M |
| Armstrong Advisory Group, Inc. | 0.13% | Reduce -3.2% | 27,584 | $1.7M |
| MFA Wealth Services | 1.28% | Reduce -0.2% | 27,412 | $1.7M |
| WP Advisors, LLC | 0.47% | Add +0.3% | 27,355 | $1.7M |
| VeraBank, N.A. | 0.34% | Add +2.1% | 27,317 | $1.7M |
| Gradient Investments LLC | 0.03% | Add +23.4% | 27,165 | $1.7M |
| Hills Bank & Trust Co | 0.11% | Add +414.0% | 27,012 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -15.1% | 26,857 | $1.7M |
| Three Seasons Wealth, LLC | 0.19% | Reduce -7.4% | 26,818 | $1.7M |
| Family Firm, Inc. | 0.40% | Add +1.2% | 26,815 | $1.7M |
| Amarillo National Bank | 0.31% | Reduce -1.0% | 26,690 | $1.7M |
| Valpey Financial Services, LLC | 1.14% | — | 26,555 | $1.6M |
| North Star Asset Management Inc. | 0.07% | Add +0.3% | 26,503 | $1.6M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -22.3% | 26,493 | $1.6M |
| GGM Financial LLC | 0.95% | Add +2.8% | 26,474 | $1.6M |
| Blankinship & Foster, LLC | 0.38% | Reduce -3.0% | 26,442 | $1.6M |
| KG Capital Management | 0.48% | Reduce -2.7% | 26,409 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +50.0% | 26,320 | $1.6M |
| North Berkeley Wealth Management, LLC | 1.50% | Add +28.7% | 26,307 | $1.6M |
| Christopher J. Hasenberg, Inc | 0.61% | Add +11695.1% | 26,303 | $1.6M |
| Calamos Wealth Management LLC | 0.07% | Add +13.7% | 26,291 | $1.6M |
| Guardian Wealth Advisors, LLC / NC | 0.11% | Add +0.1% | 26,221 | $1.6M |
| Clarendon Private LLC | 1.56% | Add +18.2% | 26,216 | $1.6M |
| Richards, Merrill & Peterson, Inc. | 0.77% | Add +9.2% | 26,186 | $1.6M |
| Heck Capital Advisors, LLC | 0.14% | Reduce -4.8% | 26,179 | $1.6M |
| Rothschild Wealth LLC | 0.40% | Reduce -0.7% | 26,146 | $1.6M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.72% | Add +0.7% | 26,103 | $1.6M |
| Beam Wealth Advisors, Inc. | 0.48% | Add +8.7% | 26,082 | $1.6M |
| Secure Asset Management, LLC | 0.30% | Add +356.8% | 26,063 | $1.6M |
| Trustmark Bank Trust Department | 0.11% | Add +3.5% | 25,909 | $1.6M |
| Harmony Asset Management LLC | 0.60% | Reduce -7.8% | 25,903 | $1.6M |
| Capital Management Associates, Inc | 0.51% | Reduce -46.0% | 25,886 | $1.6M |
| Chapin Davis, Inc. | 0.44% | Add +0.6% | 25,839 | $1.6M |
| Cornell Pochily Investment Advisors, Inc. | 0.52% | Reduce -8.8% | 25,810 | $1.6M |
| Condor Capital Management | 0.14% | Reduce -1.9% | 25,646 | $1.6M |
| Aaron Wealth Advisors LLC | 0.16% | Reduce -5.5% | 25,612 | $1.6M |
| Madden Advisory Services, Inc. | 0.67% | Add +0.5% | 25,485 | $1.6M |
| Inlight Wealth Management, LLC | 0.82% | Add +153.6% | 25,432 | $1.6M |
| Cadinha & Co. LLC | 0.26% | Reduce -8.7% | 25,400 | $1.6M |
| Bison Wealth, LLC | 0.12% | Add +1.1% | 24,905 | $1.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.87% | No change | 26,665 | $1.6M |
| Exchange Traded Concepts, LLC | 0.02% | New | 25,076 | $1.6M |
| Cooper Financial Group | 0.18% | Reduce -14.7% | 25,029 | $1.6M |
| One Wealth Advisors, LLC | 0.22% | Reduce -4.5% | 25,015 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -13.8% | 24,916 | $1.5M |
| Baron Financial Group, LLC | 0.90% | Reduce -2.0% | 24,842 | $1.5M |
| Element Pointe Advisors, LLC | 0.37% | No change | 24,837 | $1.5M |
| Cora Capital Advisors LLC | 0.69% | Reduce -0.2% | 24,835 | $1.5M |
| Manhattan West Asset Management, LLC | 0.35% | Reduce -3.9% | 24,719 | $1.5M |
| Huntleigh Advisors, Inc. | 0.30% | Add +37.5% | 24,665 | $1.5M |
| MPWM Advisory Solutions, LLC | 0.97% | Reduce -4.0% | 24,609 | $1.5M |
| MMBG Investment Advisors Co. | 0.15% | No change | 24,570 | $1.5M |
| Evensky & Katz LLC | 0.09% | Reduce -2.1% | 24,496 | $1.5M |
| Duncker Streett & Co. Inc. | 0.28% | Add +0.5% | 24,487 | $1.5M |
| 1900 Wealth Management LLC | 0.11% | Reduce -0.3% | 24,302 | $1.5M |
| First County Bank | 0.81% | Reduce -7.8% | 24,298 | $1.5M |
| 21 West Wealth Management LLC | 1.51% | — | 24,192 | $1.5M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Add +5.3% | 24,192 | $1.5M |
| Winthrop Capital Management, LLC | 0.38% | Add +0.0% | 24,105 | $1.5M |
| Texas Bank & Trust Co | 0.59% | Add +3.6% | 24,028 | $1.5M |
| Saxon Interests, Inc. | 0.70% | No change | 25,508 | $1.5M |
| Octavia Wealth Advisors, LLC | 0.17% | Reduce -2.0% | 23,927 | $1.5M |
| Orrstown Financial Services Inc. | 0.31% | Add +4.8% | 23,854 | $1.5M |
| Texas Capital Bancshares Inc | 0.53% | Add +6.9% | 23,642 | $1.5M |
| Reynders McVeigh Capital Management, LLC | 0.07% | Reduce -5.0% | 23,500 | $1.5M |
| Taylor & Morgan Wealth Management, LLC | 0.98% | Reduce -1.4% | 23,489 | $1.5M |
| Tepp RIA, LLC | 1.88% | Reduce -26.4% | 23,442 | $1.5M |
| International Private Wealth Advisors LLC | 1.24% | Reduce -4.2% | 23,356 | $1.4M |
| SilverOak Wealth Management LLC | 0.27% | Reduce -7.3% | 23,305 | $1.4M |
| Culbertson A N & Co. Inc. | 0.22% | Add +6.3% | 23,244 | $1.4M |
| Tru Independence Asset Management 2, LLC | 0.99% | Add +11.4% | 23,236 | $1.4M |
| GW&K Investment Management, LLC | 0.01% | Add +30.9% | 23,199 | $1.4M |
| Princeton Global Asset Management LLC | 0.26% | Add +26.4% | 23,163 | $1.4M |
| Angeles Wealth Management, LLC | 0.10% | Add +858.8% | 23,058 | $1.4M |
| Brown, Lisle/Cummings, Inc. | 0.38% | Add +6.5% | 23,055 | $1.4M |
| CGN Advisors LLC | 0.13% | Add +0.0% | 22,895 | $1.4M |
| Sapient Capital LLC | 0.03% | Add +10.8% | 22,752 | $1.4M |
| Compound Planning, Inc. | 0.05% | Add +1.0% | 22,693 | $1.4M |
| Marco Investment Management LLC | 0.12% | No change | 22,635 | $1.4M |
| Moneywise, Inc. | 0.66% | Reduce -71.3% | 22,597 | $1.4M |
| 626 Financial, LLC | 0.66% | Reduce -10.0% | 22,543 | $1.4M |
| Schneider Downs Wealth Management Advisors, LP | 0.21% | Reduce -14.0% | 22,525 | $1.4M |
| KWB Wealth | 0.17% | Reduce -2.2% | 23,906 | $1.4M |
| Fortis Group Advisors, LLC | 0.25% | Reduce -5.6% | 22,011 | $1.4M |
| Spirepoint Private Client, LLC | 0.16% | Add +2.2% | 22,340 | $1.4M |
| Crew Capital Management, Ltd | 0.99% | Reduce -17.8% | 22,206 | $1.4M |
| Pacific Point Advisors, LLC | 0.75% | Reduce -1.9% | 22,196 | $1.4M |
| Dodds Wealth, LLC | 0.37% | Reduce -1.2% | 22,193 | $1.4M |
| IMA Advisory Services, Inc. | 0.15% | Reduce -2.5% | 22,176 | $1.4M |
| Pinnacle Financial Group, LLC / IL | 0.46% | Reduce -1.1% | 22,140 | $1.4M |
| Diversify Wealth Management, LLC | 0.08% | Add +0.8% | 21,544 | $1.4M |
| Keystone Financial Group | 0.12% | Add +0.3% | 22,124 | $1.4M |
| Wealth Effects LLC | 0.51% | Reduce -13.2% | 22,095 | $1.4M |
| GS Investments, Inc. | 0.61% | Reduce -6.2% | 22,090 | $1.4M |
| Spinnaker Trust | 0.08% | Add +12.8% | 22,083 | $1.4M |
| CWS Financial Advisors, LLC | 0.40% | Add +0.2% | 22,036 | $1.4M |
| Maxele Advisors, LLC | 1.18% | Add +1.4% | 21,888 | $1.4M |
| Ritholtz Wealth Management | 0.03% | Add +18.2% | 21,886 | $1.4M |
| Clearwater Capital Advisors, LLC | 0.12% | Add +1.1% | 21,881 | $1.4M |
| Integrity Alliance, Llc. | 0.07% | Reduce -19.2% | 21,816 | $1.4M |
| Bearing Point Capital, LLC | 0.25% | No change | 21,805 | $1.4M |
| Tritonpoint Wealth, LLC | 0.12% | Add +1.9% | 21,763 | $1.3M |
| Confluence Wealth Services, Inc. | 0.07% | Add +2.7% | 21,748 | $1.3M |
| MWA Asset Management | 0.82% | Reduce -1.6% | 21,672 | $1.3M |
| Smith Thornton Advisors LLC | 0.77% | Reduce -1.2% | 21,568 | $1.3M |
| Wealthstream Advisors, Inc. | 0.22% | Reduce -0.8% | 21,567 | $1.3M |
| Cynosure Group, LLC | 0.15% | Reduce -0.5% | 21,535 | $1.3M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -1.8% | 21,453 | $1.3M |
| Ascent Group, LLC | 0.05% | Reduce -7.1% | 21,441 | $1.3M |
| PBMares Wealth Management LLC | 0.24% | Reduce -2.0% | 21,441 | $1.3M |
| Stonebridge Financial Group, LLC | 0.13% | Add +3.1% | 21,408 | $1.3M |
| Trust Co. of Toledo NA | 0.15% | Reduce -7.0% | 21,408 | $1.3M |
| Sage Capital Management, LLC | 0.64% | Reduce -1.1% | 21,398 | $1.3M |
| Wealth Management Partners, LLC | 0.47% | Reduce -1.3% | 20,986 | $1.3M |
| Kavar Capital Partners Group, LLC | 0.19% | Reduce -0.8% | 21,314 | $1.3M |
| Argentarii, LLC | 0.60% | Add +6.4% | 21,121 | $1.3M |
| Tortoise Investment Management, LLC | 0.12% | Reduce -1.7% | 21,115 | $1.3M |
| International Assets Investment Management, LLC | 0.11% | Reduce -14.5% | 21,098 | $1.3M |
| Fusion Family Wealth, LLC | 0.11% | Add +80.3% | 21,022 | $1.3M |
| Shakespeare Wealth Management, LLC | 0.35% | Reduce -0.4% | 20,965 | $1.3M |
| PFG Investments, LLC | 0.08% | Reduce -9.4% | 20,907 | $1.3M |
| Fortress Financial Group, LLC | 1.10% | Add +69.6% | 20,849 | $1.3M |
| Stenger Family Office, LLC | 0.33% | — | 20,274 | $1.3M |
| Gainplan LLC | 0.59% | Reduce -50.5% | 20,835 | $1.3M |
| Motive Wealth Advisors | 0.59% | Reduce -1.1% | 20,785 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -14.0% | 20,702 | $1.3M |
| Carrera Capital Advisors | 0.26% | Reduce -15.8% | 20,699 | $1.3M |
| S.A. Mason LLC | 0.62% | Reduce -0.2% | 20,628 | $1.3M |
| Invictus Private Wealth, LLC | 0.09% | Reduce -4.3% | 20,550 | $1.3M |
| Creekside Partners | 0.60% | Add +0.2% | 20,510 | $1.3M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.16% | Add +8.3% | 20,377 | $1.3M |
| First Foundation Advisors | 0.05% | Reduce -1.3% | 20,369 | $1.3M |
| Disciplined Investments, LLC | 0.53% | Reduce -3.8% | 20,350 | $1.3M |
| Alexis Investment Partners, LLC | 0.54% | Reduce -17.6% | 20,320 | $1.3M |
| Ledyard National Bank | 0.12% | Reduce -6.5% | 20,253 | $1.3M |
| Costello Asset Management, INC | 0.47% | Reduce -8.0% | 20,226 | $1.3M |
| Essex Bank | 0.30% | No change | 20,188 | $1.3M |
| Arq Wealth Advisors, LLC | 0.43% | No change | 21,364 | $1.2M |
| Lincoln Capital LLC | 0.24% | Reduce -0.4% | 20,072 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -1.4% | 20,001 | $1.2M |
| Continental Investors Services, Inc. | 2.23% | Add +0.6% | 19,961 | $1.2M |
| Continuum Wealth Advisors, LLC | 0.59% | Reduce -1.0% | 19,945 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Add +92.5% | 19,913 | $1.2M |
| Fisher Asset Management | 0.00% | Add +4.7% | 19,889 | $1.2M |
| Greenwich Wealth Management LLC | 0.06% | Add +7.0% | 19,750 | $1.2M |
| First National Advisers, LLC | 0.18% | Add +0.0% | 19,641 | $1.2M |
| Watershed Private Wealth LLC | 0.44% | Reduce -5.6% | 19,608 | $1.2M |
| Koesten, Hirschmann & Crabtree, INC. | 0.63% | Reduce -0.1% | 19,580 | $1.2M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -5.2% | 19,562 | $1.2M |
| WealthShield Partners, LLC | 0.15% | Reduce -3.8% | 19,484 | $1.2M |
| Mma Asset Management LLC | 0.46% | Add +3.7% | 19,424 | $1.2M |
| Correct Capital Wealth Management | 0.23% | Reduce -5.9% | 19,416 | $1.2M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -50.7% | 19,383 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -15.3% | 19,357 | $1.2M |
| NCM Capital Management, LLC | 0.49% | No change | 19,339 | $1.2M |
| Oliver Lagore Vanvalin Investment Group | 0.47% | — | 20,509 | $1.2M |
| City National Bank of Florida | 0.87% | Reduce -0.0% | 19,205 | $1.2M |
| Tempus Wealth Planning, LLC | 0.29% | Add +0.0% | 19,058 | $1.2M |
| United Bank | 0.14% | Reduce -16.5% | 19,019 | $1.2M |
| Balentine LLC | 0.05% | Add +171.7% | 18,967 | $1.2M |
| Lansing Street Advisors | 0.35% | Reduce -6.1% | 18,951 | $1.2M |
| Johnson & White Wealth Management, LLC | 0.59% | Add +2.5% | 18,893 | $1.2M |
| William Mack & Associates, Inc. | 0.74% | Reduce -0.1% | 18,820 | $1.2M |
| Godsey & Gibb, Inc. | 0.11% | Add +5.2% | 18,791 | $1.2M |
| Basso Capital Management, L.P. | 0.86% | Add +12.6% | 18,767 | $1.2M |
| Main Street Financial Solutions, LLC | 0.08% | Add +103.3% | 18,756 | $1.2M |
| Arete Wealth Advisors, LLC | 0.08% | Reduce -24.2% | 18,733 | $1.2M |
| Compass Ion Advisors, LLC | 0.13% | Reduce -0.3% | 18,710 | $1.2M |
| Pioneer Trust Bank N A | 0.30% | No change | 18,700 | $1.2M |
| Warren Street Wealth Advisors, LLC | 0.38% | Add +20.1% | 18,608 | $1.2M |
| GDS Wealth Management | 0.08% | Add +6.7% | 18,577 | $1.2M |
| Bernard Wealth Management Corp. | 0.53% | Reduce -0.2% | 18,452 | $1.1M |
| Fortune Financial Advisors, LLC | 0.92% | Reduce -2.2% | 18,424 | $1.1M |
| Pointe Capital Management LLC | 0.59% | Add +3.0% | 18,417 | $1.1M |
| Edgemoor Investment Advisors, Inc. | 0.10% | Add +0.6% | 18,354 | $1.1M |
| Wolff Wiese Magana LLC | 0.70% | Add +8.6% | 18,293 | $1.1M |
| Empirical Asset Management, LLC | 0.35% | Add +1.4% | 18,293 | $1.1M |
| Insigneo Advisory Services, LLC | 0.10% | Reduce -2.6% | 18,270 | $1.1M |
| Venturi Wealth Management, LLC | 0.06% | Add +2.5% | 18,263 | $1.1M |
| One Capital Management, LLC | 0.04% | Add +15.9% | 18,153 | $1.1M |
| Basepoint Wealth LLC | 0.87% | Add +0.3% | 18,115 | $1.1M |
| Northeast Financial Consultants Inc | 0.05% | Add +2.3% | 18,053 | $1.1M |
| Allie Family Office LLC | 0.55% | Add +0.2% | 18,052 | $1.1M |
| Wooster Corthell Wealth Management, Inc. | 0.21% | Reduce -1.1% | 18,015 | $1.1M |
| Capasso Planning Partners LLC | 0.63% | Reduce -23.1% | 17,949 | $1.1M |
| Buttonwood Financial Advisors Inc. | 0.45% | Add +6.8% | 17,887 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.08% | Reduce -1.6% | 17,880 | $1.1M |
| Arax Advisory Partners | 0.05% | Reduce -9.7% | 14,637 | $1.1M |
| Tufton Capital Management | 0.21% | Add +0.7% | 17,764 | $1.1M |
| Oarsman Capital, Inc. | 0.17% | Reduce -18.0% | 17,739 | $1.1M |
| Davidson Investment Advisors | 0.05% | Add +3.3% | 17,719 | $1.1M |
| Traynor Capital Management, Inc. | 0.08% | Reduce -92.9% | 17,457 | $1.1M |
| Tsfg, LLC | 0.20% | Reduce -1.6% | 17,673 | $1.1M |
| EnRich Financial Partners LLC | 0.34% | Add +33.6% | 17,656 | $1.1M |
| Collective Family Office LLC | 0.28% | Reduce -0.1% | 17,649 | $1.1M |
| Cypress Capital Group | 0.14% | Reduce -1.7% | 17,642 | $1.1M |
| Mogy Joel R Investment Counsel Inc. | 0.06% | No change | 17,625 | $1.1M |
| Tudor Financial Inc. | 0.62% | Reduce -4.6% | 17,550 | $1.1M |
| Colorado Capital Management, Inc. | 0.46% | No change | 17,494 | $1.1M |
| Clearstead Trust, LLC | 0.21% | Add +8.2% | 17,479 | $1.1M |
| FF Advisors,LLC | 0.56% | No change | 17,419 | $1.1M |
| Garrison Point Advisors, LLC | 0.49% | Add +1.4% | 17,360 | $1.1M |
| PAX Financial Group, LLC | 0.20% | Reduce -14.3% | 17,287 | $1.1M |
| Arlington Trust Co LLC | 0.21% | Reduce -5.4% | 17,187 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.03% | Reduce -11.6% | 17,129 | $1.1M |
| Private Wealth Group, LLC | 0.56% | No change | 17,095 | $1.1M |
| Christensen, King & Associates Investment Services, Inc. | 0.49% | Add +0.7% | 17,081 | $1.1M |
| Round Rock Advisors LLC | 0.18% | Reduce -6.6% | 17,077 | $1.1M |
| Retirement Wealth Solutions LLC | 0.77% | Add +16.6% | 17,069 | $1.1M |
| BCS Private Wealth Management, Inc. | 0.40% | — | 17,040 | $1.1M |
| MBA Advisors LLC | 0.48% | Reduce -5.2% | 16,871 | $1.0M |
| Clear Creek Financial Management, LLC | 0.10% | Add +82.5% | 16,782 | $1.0M |
| Innealta Capital, LLC | 0.55% | Add +63.4% | 16,752 | $1.0M |
| Thomasville National Bank | 0.07% | Add +34.4% | 16,726 | $1.0M |
| Howland Capital Management LLC | 0.04% | No change | 16,665 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Reduce -6.1% | 16,649 | $1.0M |
| Washington Trust Advisors, Inc. | 0.08% | Add +0.1% | 16,638 | $1.0M |
| Ruggaard & Associates LLC | 0.41% | Reduce -15.9% | 16,567 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +38.8% | 16,531 | $1.0M |
| TFG Advisers LLC | 0.35% | Reduce -0.9% | 16,521 | $1.0M |
| Evanson Asset Management, LLC | 0.06% | Add +0.1% | 16,444 | $1.0M |
| Summit X, LLC | 0.19% | Reduce -2.0% | 16,434 | $1.0M |
| Founders Financial Alliance, LLC | 0.23% | Add +4.7% | 16,365 | $1.0M |
| Midland Wealth Advisors, LLC | 0.06% | Reduce -13.1% | 16,302 | $1.0M |
| AlphaStar Capital Management, LLC | 0.07% | New | 16,262 | $1.0M |
| LVM Capital Management Ltd. | 0.10% | Reduce -4.3% | 16,257 | $1.0M |
| Allen Capital Group, LLC | 0.10% | Reduce -17.8% | 16,247 | $1.0M |
| Thrive Wealth Management, LLC | 0.16% | Reduce -17.5% | 16,207 | $1.0M |
| Appleton Partners Inc. | 0.07% | Reduce -2.8% | 16,160 | $1.0M |
| Cobblestone Capital Advisors LLC | 0.05% | Add +3.8% | 16,152 | $1.0M |
| High Note Wealth, LLC | 0.23% | Reduce -2.1% | 16,135 | $1.0M |
| Daner Wealth Management, LLC | 0.69% | — | 15,700 | $1.0M |
| Ethos Financial Group, LLC | 0.09% | Reduce -6.0% | 16,122 | $1000K |
| Kathleen S. Wright Associates Inc. | 0.39% | Reduce -1.0% | 16,103 | $999K |
| Traphagen Investment Advisors LLC | 0.09% | Reduce -0.1% | 16,098 | $998K |
| Old Port Advisors | 0.27% | Add +4.4% | 16,090 | $998K |
| Gerber, LLC | 0.70% | No change | 16,050 | $995K |
| Willner & Heller, LLC | 0.84% | Reduce -8.7% | 16,044 | $995K |
| Weaver Consulting Group | 0.28% | Reduce -0.6% | 16,030 | $994K |
| Cowa, LLC | 0.38% | Reduce -1.0% | 16,014 | $994K |
| Plancorp, LLC | 0.03% | Add +43.5% | 15,958 | $990K |
| Lakeridge Wealth Management LLC | 0.45% | Add +2.6% | 15,945 | $989K |
| Westhampton Capital, LLC | 0.51% | Add +1.3% | 15,855 | $983K |
| Cornerstone Wealth Group, LLC | 0.07% | Reduce -10.6% | 15,811 | $981K |
| Empowered Funds, LLC | 0.01% | New | 15,735 | $976K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +5.2% | 15,693 | $973K |
| Strata Wealth Advisors, LLC | 0.27% | Reduce -24.7% | 15,678 | $972K |
| Dearborn Partners LLC | 0.05% | Add +12.0% | 15,664 | $972K |
| Thompson Investment Management, Inc. | 0.14% | Add +4.5% | 15,654 | $971K |
| JMG Financial Group, Ltd. | 0.03% | No change | 15,618 | $969K |
| LaSalle St. Investment Advisors, LLC | 0.27% | Reduce -14.6% | 15,602 | $967K |
| Financial Synergies Wealth Advisors, Inc. | 0.11% | Add +0.3% | 15,581 | $966K |
| Modern Wealth Management, LLC | 0.02% | Reduce -0.5% | 15,575 | $966K |
| Texas Yale Capital Corp. | 0.03% | Add +0.8% | 15,567 | $965K |
| XY Planning Network, Inc. | 0.33% | Add +15.2% | 15,541 | $964K |
| Ascentis Wealth Management, LLC | 0.26% | Reduce -8.0% | 15,338 | $964K |
| Arvest Bank Trust Division | 0.06% | No change | 15,446 | $958K |
| Trueblood Wealth Management, LLC | 0.40% | Add +10.5% | 15,426 | $957K |
| Vise Technologies, Inc. | 0.04% | — | 15,425 | $957K |
| Anchor Investment Management, LLC | 0.08% | Reduce -0.4% | 15,382 | $954K |
| Coordinated Financial Services, Inc. | 0.67% | — | 15,366 | $953K |
| Magnolia Capital Advisors LLC | 0.24% | Reduce -2.9% | 15,275 | $947K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Add +1.3% | 15,259 | $946K |
| Destiny Wealth Partners, LLC | 0.13% | New | 15,252 | $946K |
| Hollencrest Capital Management | 0.04% | No change | 15,179 | $941K |
| HFG Advisors, Inc. | 0.74% | No change | 15,160 | $940K |
| Retirement Planning Group, LLC | 0.04% | Reduce -1.6% | 15,134 | $939K |
| Optivise Advisory Services LLC | 0.48% | Reduce -0.1% | 15,119 | $938K |
| WBH Advisory Inc. | 0.08% | Reduce -8.7% | 15,115 | $937K |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -5.6% | 15,094 | $936K |
| Principle Wealth Partners LLC | 0.06% | No change | 15,093 | $936K |
| Ipswich Investment Management Co., Inc. | 0.23% | Reduce -0.2% | 15,060 | $934K |
| Ameliora Wealth Management Ltd. | 0.33% | Reduce -22.2% | 15,009 | $931K |
| Charter Oak Capital Management, LLC | 0.08% | Reduce -7.8% | 14,963 | $928K |
| Kooman & Associates | 0.31% | Add +2.0% | 14,953 | $927K |
| Freestone Capital Holdings, LLC | 0.03% | Add +1.1% | 14,950 | $927K |
| Philip James Wealth Mangement, LLC | 0.12% | Reduce -0.2% | 14,947 | $927K |
| Gemmer Asset Management LLC | 0.08% | Reduce -19.5% | 14,904 | $924K |
| Sharkey, Howes & Javer | 0.12% | Add +32.1% | 14,861 | $922K |
| Ascentis Independent Advisors | 0.17% | Add +12.2% | 14,799 | $918K |
| Wealth Dimensions Group, Ltd. | 0.20% | Add +2.8% | 14,797 | $918K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -2.0% | 14,728 | $913K |
| Private Wealth Management Group, LLC | 0.30% | No change | 14,635 | $908K |
| BridgePort Financial Solutions, LLC | 0.30% | Add +8.0% | 14,615 | $906K |
| Interchange Capital Partners, LLC | 0.21% | No change | 14,566 | $903K |
| Droms Strauss Advisors Inc. /Mo/ | 0.28% | Add +0.0% | 14,552 | $902K |
| Carret Asset Management, LLC | 0.10% | Add +1.8% | 14,549 | $902K |
| Fiduciary Advisors, Inc. | 0.79% | Add +0.5% | 14,527 | $901K |
| Triad Wealth Partners, LLC | 0.18% | Reduce -29.6% | 14,489 | $899K |
| Investment Research & Advisory Group, Inc. | 0.33% | Add +0.2% | 14,472 | $898K |
| Asset Allocation & Management Company, LLC | 0.42% | No change | 14,467 | $897K |
| Certuity, LLC | 0.08% | Reduce -13.8% | 14,408 | $894K |
| GWN Securities Inc. | 0.17% | Reduce -81.7% | 14,335 | $892K |
| TL Private Wealth | 0.37% | Add +0.0% | 14,110 | $891K |
| Balefire, LLC | 0.19% | Add +19.2% | 14,354 | $890K |
| Demars Financial Group, LLC | 0.34% | Reduce -3.9% | 14,306 | $887K |
| LPWM LLC | 0.26% | Add +33.7% | 14,279 | $886K |
| CCG Wealth Management, LLC | 0.47% | Add +1.0% | 14,268 | $885K |
| Security National Bank | 0.15% | Add +18.3% | 14,259 | $884K |
| Calton & Associates, Inc. | 0.15% | Add +140.6% | 14,255 | $884K |
| Future You Wealth LLC | 0.48% | Add +24.0% | 14,228 | $882K |
| Occidental Asset Management, LLC | 0.12% | Add +0.0% | 14,204 | $881K |
| Sweeney & Michel, LLC | 0.31% | Reduce -2.0% | 13,853 | $879K |
| Waters Parkerson & Co., LLC | 0.04% | Add +0.6% | 14,155 | $878K |
| Samalin Investment Counsel, LLC | 0.34% | Reduce -8.5% | 14,135 | $877K |
| Swmg, LLC | 0.29% | Add +9.5% | 13,635 | $876K |
| B&D White Capital Company, LLC | 0.13% | Add +0.1% | 14,118 | $876K |
| Rock Creek Group LLC | 0.10% | New | 1,408 | $874K |
| MV Capital Management, Inc. | 0.09% | Reduce -15.3% | 14,020 | $870K |
| Invesco Ltd. | 0.00% | Reduce -4.5% | 14,018 | $869K |
| Highland Capital Management, LLC | 0.05% | No change | 13,980 | $867K |
| PSI Advisors, LLC | 0.43% | Reduce -15.8% | 13,960 | $866K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Reduce -1.3% | 13,954 | $865K |
| Nicolet Bankshares Inc. | 0.15% | Add +17.8% | 13,914 | $863K |
| Sovereign Financial Group, Inc. | 0.18% | Add +8.7% | 13,868 | $860K |
| Talon Private Wealth, LLC | 0.12% | Add +4.3% | 13,867 | $860K |
| Capital Advisors Wealth Management, LLC | 0.13% | Reduce -0.8% | 13,813 | $857K |
| SC&H Financial Advisors, Inc. | 0.15% | Add +0.1% | 13,805 | $856K |
| Chatham Capital Group, Inc. | 0.13% | No change | 13,770 | $854K |
| North Star Investment Management Corp. | 0.06% | No change | 13,740 | $852K |
| Next Level Private LLC | 0.28% | Add +1.2% | 13,725 | $851K |
| Marshall Financial Group, LLC | 0.17% | Reduce -10.1% | 13,479 | $851K |
| Csenge Advisory Group | 0.04% | Add +2.9% | 14,174 | $851K |
| Courage Miller Partners, LLC | 0.27% | Add +8.8% | 13,700 | $850K |
| CPC Advisors, LLC | 0.11% | Add +0.1% | 13,700 | $850K |
| Proactive Wealth Strategies LLC | 0.40% | Add +0.3% | 13,697 | $849K |
| Brookmont Capital Management | 0.49% | Add +0.4% | 13,687 | $849K |
| Clear Harbor Asset Management, LLC | 0.06% | Add +12.2% | 13,683 | $849K |
| Becker Capital Management Inc. | 0.03% | Reduce -1.5% | 13,630 | $845K |
| Cathy Pareto & Associates, Inc. | 0.70% | Add +13.9% | 13,619 | $845K |
| Traub Capital Management LLC | 0.78% | — | 13,597 | $843K |
| Hollow Brook Wealth Management LLC | 0.25% | No change | 13,565 | $841K |
| Saiph Capital, LLC | 0.33% | Add +92.7% | 13,549 | $840K |
| Conservest Capital Advisors, Inc. | 0.08% | Reduce -27.8% | 13,527 | $839K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -0.3% | 13,407 | $832K |
| S.E.E.D. Planning Group LLC | 0.26% | Reduce -0.7% | 13,405 | $831K |
| CLG LLC | 0.26% | Reduce -29.9% | 13,304 | $825K |
| Glen Eagle Advisors, LLC | 0.13% | Reduce -0.5% | 13,294 | $825K |
| Laurel Wealth Advisors LLC | 0.12% | Add +0.1% | 13,266 | $823K |
| Pin Oak Investment Advisors Inc. | 0.69% | Add +1637.8% | 14,059 | $820K |
| Stonebrook Private Inc. | 0.19% | Add +0.0% | 13,175 | $817K |
| Verus Capital Partners, LLC | 0.07% | Reduce -18.0% | 13,119 | $814K |
| Uptown Financial Advisors LLC | 0.75% | Reduce -0.3% | 13,103 | $813K |
| Pacific Sun Financial Corp | 0.42% | Add +0.4% | 13,051 | $809K |
| ZWJ Investment Counsel Inc. | 0.03% | Reduce -4.7% | 13,014 | $807K |
| Clark Capital Management Group, Inc. | 0.01% | Add +31.5% | 12,973 | $805K |
| Rosenblum Silverman Sutton S F Inc. | 0.20% | Reduce -3.0% | 12,965 | $804K |
| Seelaus Asset Management LLC | 0.72% | Add +0.2% | 12,928 | $802K |
| Quotient Wealth Partners, LLC | 0.02% | Add +4.4% | 12,892 | $800K |
| Boyd Watterson Asset Management LLC | 0.25% | Reduce -2.4% | 12,862 | $798K |
| Moisand Fitzgerald Tamayo, LLC | 0.10% | Reduce -1.4% | 12,858 | $797K |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +33.7% | 12,796 | $794K |
| Innovative Wealth Building LLC | 0.66% | Add +0.1% | 12,788 | $793K |
| Pinney & Scofield, Inc. | 0.54% | No change | 12,780 | $793K |
| OMNI 360 Wealth, Inc. | 0.49% | Reduce -1.6% | 12,748 | $791K |
| Shepherd Financial Partners LLC | 0.08% | Reduce -2.8% | 12,729 | $789K |
| NWK Group, Inc. | 0.28% | Add +1.0% | 12,723 | $789K |
| Sage Capital Advisors,llc | 0.19% | Add +0.3% | 12,683 | $787K |
| Advyzon Investment Management, LLC | 0.17% | New | 12,645 | $784K |
| Crews Bank & Trust | 0.12% | Reduce -3.8% | 12,642 | $784K |
| Warner Financial, Inc. | 0.32% | Add +0.3% | 12,629 | $783K |
| Camarda Financial Advisors, LLC | 0.30% | Add +29.8% | 12,466 | $773K |
| Rovin Capital /Ut/ | 0.23% | New | 12,457 | $773K |
| Yarger Wealth Strategies, LLC | 0.40% | Reduce -3.5% | 12,435 | $771K |
| Primoris Wealth Advisors, LLC | 0.53% | Add +0.0% | 12,434 | $771K |
| Bay Capital Advisors, LLC | 0.59% | Reduce -73.9% | 12,417 | $770K |
| Alerus Financial NA | 0.06% | Add +0.1% | 12,361 | $767K |
| Nicolet Advisory Services, LLC | 0.07% | Add +53.9% | 12,305 | $764K |
| SFG Wealth Management, LLC. | 0.46% | Add +1.9% | 12,302 | $763K |
| Riverchase Wealth Management, LLC | 0.48% | No change | 12,280 | $762K |
| Westmount Partners, LLC | 0.21% | Reduce -2.2% | 12,261 | $760K |
| First National Bank Sioux Falls | 0.28% | Add +6.0% | 12,259 | $760K |
| Luminvest Wealth Management LLC | 0.27% | No change | 11,914 | $758K |
| Hilltop Wealth Advisors, LLC | 0.42% | Reduce -3.7% | 12,191 | $756K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -72.0% | 12,180 | $755K |
| Hoxton Planning & Management, LLC | 0.26% | Reduce -1.6% | 12,162 | $754K |
| Cambridge Capital Management, LLC | 0.40% | Add +0.3% | 12,159 | $754K |
| Invenio Wealth Partners LLC | 0.30% | Reduce -28.2% | 12,055 | $748K |
| Walled Lake Planning & Wealth Management, LLC | 0.24% | Reduce -3.4% | 12,011 | $745K |
| EagleClaw Capital Managment, LLC | 0.11% | No change | 11,990 | $744K |
| M.E. Allison & Co., Inc. | 0.60% | Add +2.4% | 11,943 | $741K |
| ABLE Financial Group, LLC | 0.18% | Reduce -1.5% | 11,926 | $740K |
| Investment Management Corp. /Va/ | 0.67% | Add +0.5% | 11,911 | $739K |
| Powell Investment Advisors, LLC | 0.28% | Add +19.2% | 11,889 | $737K |
| Keystone Wealth Services, LLC | 0.18% | Add +1.2% | 11,882 | $737K |
| Maltin Wealth Management, Inc. | 0.33% | Add +1.0% | 11,879 | $737K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.2% | 11,842 | $734K |
| Centricity Wealth Management, LLC | 0.58% | Add +0.2% | 11,797 | $732K |
| Seneca House Advisors | 0.31% | Add +0.5% | 11,773 | $730K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -9.8% | 11,756 | $729K |
| Clearbridge Investments, LLC | 0.00% | Add +1.3% | 11,755 | $729K |
| BKM Wealth Management, LLC | 0.28% | Reduce -0.1% | 11,734 | $728K |
| Stanley-Laman Group, Ltd. | 0.11% | Add +5.6% | 11,711 | $726K |
| Intergy Private Wealth, LLC | 0.25% | No change | 11,695 | $725K |
| Central Pacific Bank - Trust Division | 0.09% | No change | 11,525 | $715K |
| Tilia Fiduciary Partners, Inc. | 0.44% | Add +0.9% | 11,500 | $713K |
| TCV Trust & Wealth Management, Inc. | 0.06% | Reduce -2.5% | 11,493 | $713K |
| Columbia Bank | 0.22% | Reduce -9.1% | 11,240 | $713K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -3.5% | 11,490 | $713K |
| Waterloo Capital, L.P. | 0.06% | Reduce -1.6% | 11,463 | $711K |
| Uptick Partners, LLC | 0.20% | Add +8.4% | 11,461 | $711K |
| Ironwood Investment Counsel, LLC | 0.11% | Add +3.7% | 11,440 | $710K |
| Emprise Bank | 0.34% | Reduce -1.7% | 11,437 | $709K |
| American State Bank (Iowa) | 0.39% | No change | 11,407 | $707K |
| Slow Capital, Inc. | 0.09% | No change | 11,395 | $707K |
| Tranquilli Financial Advisor LLC | 0.44% | Reduce -55.9% | 11,392 | $707K |
| Kwmg, LLC | 0.07% | No change | 11,345 | $704K |
| Somerset Trust Co | 0.23% | Reduce -3.5% | 11,285 | $700K |
| Northwest Capital Management Inc | 0.38% | Reduce -4.6% | 11,203 | $695K |
| Graybill Wealth Management, LTD. | 0.23% | Reduce -0.5% | 11,179 | $693K |
| PGIM Custom Harvest LLC | 0.01% | Add +1.8% | 11,171 | $693K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +6.1% | 11,163 | $692K |
| Wells Financial Advisors INC | 0.95% | Reduce -22.8% | 11,155 | $692K |
| Truepoint, Inc. | 0.02% | Reduce -16.7% | 11,155 | $692K |
| Root Financial Partners, LLC | 0.07% | Add +4.1% | 11,151 | $692K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 11,125 | $690K |
| Childress Capital Advisors, LLC | 0.17% | New | 11,081 | $687K |
| Stephens Consulting, LLC | 0.16% | Reduce -0.0% | 11,066 | $686K |
| FSB Premier Wealth Management, Inc. | 0.24% | Add +6.7% | 11,060 | $686K |
| Koss-Olinger Consulting, LLC | 0.06% | Reduce -16.7% | 11,042 | $685K |
| Oakwell Private Wealth Management, LLC | 0.16% | Reduce -9.0% | 11,020 | $683K |
| J. W. Coons Advisors, LLC | 0.15% | Add +0.0% | 11,015 | $683K |
| Adirondack Trust Co. | 0.25% | Reduce -1.5% | 11,015 | $683K |
| Marathon Strategic Advisors, LLC | 0.63% | No change | 11,009 | $683K |
| Clarity Capital Advisors, LLC | 0.40% | No change | 10,981 | $681K |
| Planned Solutions, Inc. | 0.26% | Add +0.2% | 10,969 | $680K |
| Summit Asset Management, LLC | 0.11% | Reduce -0.5% | 10,964 | $680K |
| Morton Capital Management LLC | 0.12% | Add +75.6% | 10,948 | $679K |
| Global Trust Asset Management, LLC | 0.36% | Add +18.8% | 10,943 | $679K |
| Objective Capital Management, LLC | 0.76% | Reduce -11.0% | 10,921 | $677K |
| Motco | 0.06% | Reduce -37.9% | 10,740 | $677K |
| Brandywine Oak Private Wealth LLC | 0.06% | Reduce -6.3% | 10,915 | $677K |
| Victory Financial Group, LLC | 0.11% | Reduce -23.1% | 10,914 | $677K |
| Tyche Wealth Partners LLC | 0.14% | Reduce -1.8% | 10,893 | $676K |
| Morris Financial Concepts, Inc. | 0.27% | Reduce -6.5% | 10,837 | $672K |
| Shelton Wealth Management, LLC | 0.34% | Reduce -9.7% | 10,819 | $671K |
| Narwhal Capital Management | 0.05% | Reduce -21.6% | 10,805 | $670K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -0.1% | 10,785 | $669K |
| New Insight Wealth Advisors | 0.27% | Reduce -1.6% | 10,753 | $667K |
| Okabena Investment Services Inc. | 0.15% | Add +59.1% | 10,747 | $667K |
| Keystone Financial Services, LLC | 0.51% | Add +0.5% | 10,732 | $666K |
| Carl P. Sherr & Co., LLC | 0.34% | No change | 10,704 | $664K |
| Signaturefd, LLC | 0.01% | Reduce -17.4% | 10,702 | $664K |
| Strategies Wealth Advisors, LLC | 0.07% | Reduce -0.2% | 10,698 | $664K |
| Shufro Rose & Co. LLC | 0.05% | No change | 11,360 | $663K |
| Nemes Rush Group LLC | 0.07% | Reduce -28.7% | 10,681 | $662K |
| Weatherly Asset Management L. P. | 0.06% | No change | 10,677 | $662K |
| SGL Investment Advisors, Inc. | 0.32% | Add +7.3% | 10,411 | $660K |
| Canvas Wealth Advisors, LLC | 0.13% | Add +1.4% | 10,270 | $660K |
| Checchi Capital Advisers, LLC | 0.05% | No change | 10,635 | $660K |
| HHM Wealth Advisors, LLC | 0.08% | No change | 10,620 | $659K |
| Bogart Wealth, LLC | 0.03% | Add +46.3% | 10,614 | $658K |
| Legacy Financial Group LLC | 0.09% | Reduce -1.6% | 10,596 | $657K |
| Equita Financial Network, Inc. | 0.26% | Reduce -12.5% | 10,593 | $657K |
| Diversified Enterprises, LLC | 0.05% | Reduce -18.1% | 10,521 | $653K |
| Elk River Wealth Management LLC | 0.11% | Reduce -0.1% | 10,504 | $651K |
| FourThought Financial Partners, LLC | 0.06% | No change | 10,489 | $651K |
| Dagco, Inc. | 0.18% | Add +0.0% | 10,487 | $650K |
| BCS Wealth Management | 0.14% | Add +8.6% | 10,476 | $650K |
| Crowley Wealth Management, Inc. | 0.59% | Add +3.3% | 10,475 | $650K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +129.8% | 10,186 | $648K |
| FSA Wealth Management LLC | 0.25% | Add +0.1% | 1,043 | $648K |
| Centurion Wealth Management LLC | 0.19% | Add +19.4% | 10,443 | $648K |
| Meadow Creek Wealth Advisors LLC | 0.44% | Reduce -21.5% | 10,429 | $647K |
| Balboa Wealth Partners | 0.13% | Add +12.6% | 10,394 | $645K |
| Pandora Wealth, Inc. | 0.40% | No change | 10,378 | $644K |
| Larson Financial Group LLC | 0.03% | Reduce -1.3% | 10,351 | $642K |
| Jackson Hole Capital Partners, LLC | 0.12% | Add +1.3% | 10,336 | $641K |
| Tribridge Partners Financial LLC | 0.38% | — | 10,332 | $641K |
| Peak Planning Group, LLC | 0.41% | Reduce -29.3% | 10,324 | $640K |
| Oak Asset Management, LLC | 0.23% | Add +0.6% | 10,305 | $639K |
| Integrated Investment Consultants, LLC | 0.13% | Add +2.1% | 10,289 | $638K |
| Howard Wealth Management, LLC | 0.32% | Reduce -0.2% | 10,281 | $638K |
| Legacy Bridge, LLC | 0.30% | Reduce -1.5% | 10,263 | $637K |
| American Money Management, LLC | 0.11% | Add +0.1% | 10,244 | $635K |
| Insight Inv LLC | 0.43% | No change | 10,230 | $634K |
| Richmond Investment Services, LLC | 0.13% | Add +100.8% | 10,216 | $634K |
| Horizons Wealth Management | 0.46% | Reduce -14.1% | 10,191 | $632K |
| Guyasuta Investment Advisors Inc. | 0.04% | Add +2.5% | 10,113 | $627K |
| Key Financial Inc | 0.13% | Reduce -5.9% | 10,088 | $626K |
| SIMA Wealth Partners, LLC | 0.50% | Reduce -4.4% | 10,077 | $625K |
| Eight 31 Financial, LLC | 0.41% | Add +0.3% | 10,070 | $625K |
| Pinnacle Wealth Management Group, Inc. | 0.36% | Add +3.9% | 10,042 | $623K |
| Indiana Trust & Investment Management Co | 0.21% | Reduce -0.4% | 10,018 | $621K |
| Fishman Jay A Ltd. | 0.06% | Reduce -16.7% | 10,000 | $620K |
| Wealthgarden F.S. LLC | 0.51% | Reduce -24.2% | 9,834 | $620K |
| Alta Wealth Advisors LLC | 0.29% | Add +1.5% | 9,979 | $619K |
| Financial Insights, Inc. | 0.23% | Reduce -16.9% | 9,973 | $619K |
| Romano Brothers and Company | 0.08% | Reduce -1.8% | 9,967 | $618K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -5.5% | 9,945 | $617K |
| Tme Financial, Inc. | 0.50% | Add +4.6% | 9,940 | $616K |
| Opus Capital Group, LLC | 0.07% | Reduce -6.8% | 9,902 | $614K |
| Aviance Capital Partners, LLC | 0.08% | No change | 9,885 | $613K |
| Eq LLC | 0.24% | No change | 9,850 | $611K |
| Ballast, Inc. | 0.16% | Reduce -2.7% | 9,848 | $611K |
| Gen-Wealth Partners Inc | 0.24% | No change | 9,830 | $610K |
| Global Financial Private Client, LLC | 0.23% | Add +62.9% | 9,830 | $610K |
| Paladin Advisory Group, LLC | 0.46% | Reduce -1.5% | 9,805 | $608K |
| Wallace Advisory Group, LLC | 0.44% | No change | 10,407 | $607K |
| United Advisor Group, LLC | 0.10% | Add +0.0% | 9,774 | $606K |
| Wealth Quarterback LLC | 0.29% | Reduce -45.4% | 9,748 | $605K |
| Farmers National Bank | 0.16% | Reduce -0.5% | 9,693 | $601K |
| Athena Investment Management | 0.33% | No change | 9,641 | $598K |
| Wingate Wealth Advisors, Inc. | 0.52% | Reduce -23.5% | 9,497 | $589K |
| LM Advisors LLC | 0.08% | Reduce -7.3% | 9,455 | $586K |
| Falcon Wealth Planning | 0.06% | Reduce -16.1% | 9,443 | $586K |
| Norden Group LLC | 0.06% | Add +30.5% | 9,435 | $585K |
| McRae Capital Management Inc. | 0.12% | Reduce -19.9% | 9,423 | $584K |
| Private Wealth Partners, LLC | 0.05% | No change | 9,400 | $583K |
| Whalerock Point Partners, LLC | 0.13% | No change | 9,395 | $583K |
| Bath Savings Trust Co | 0.06% | No change | 9,388 | $582K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -18.3% | 9,363 | $581K |
| First Trust Advisors LP | 0.00% | Add +8.0% | 9,352 | $580K |
| Global Wealth Strategies & Associates | 0.17% | Reduce -18.7% | 9,346 | $580K |
| Meridian Investment Counsel Inc. | 0.16% | No change | 9,315 | $578K |
| Absolute Capital Management, LLC | 0.29% | Add +2.0% | 9,295 | $576K |
| Johnson Bixby & Associates, LLC | 0.08% | Reduce -1.4% | 9,291 | $576K |
| Albion Financial Group | 0.04% | Reduce -1.4% | 9,266 | $575K |
| Lam Group, Inc. | 0.38% | No change | 9,250 | $574K |
| Juncture Wealth Strategies, LLC | 0.20% | Reduce -10.6% | 9,227 | $572K |
| Prasad Wealth Partners, LLC | 0.17% | Add +0.3% | 9,227 | $572K |
| Hobbs Group Advisors, LLC | 0.20% | Reduce -3.7% | 9,220 | $572K |
| Running Point Capital Advisors, LLC | 0.16% | No change | 9,185 | $570K |
| Richardson Financial Services Inc. | 0.38% | No change | 9,063 | $569K |
| Goodman Financial Corp | 0.11% | No change | 9,165 | $568K |
| Stone House Investment Management, LLC | 0.10% | Reduce -1.3% | 9,147 | $567K |
| Zullo Investment Group, Inc. | 0.23% | Reduce -1.0% | 9,132 | $566K |
| Melone Private Wealth, LLC | 0.29% | Add +0.1% | 9,124 | $566K |
| Peachtree Investment Partners, LLC | 0.21% | Add +0.2% | 9,060 | $562K |
| Canandaigua National Trust Co of Florida | 0.40% | No change | 9,045 | $561K |
| McLean Asset Management Corp | 0.15% | Add +107.3% | 8,804 | $558K |
| Aspen Investment Management Inc | 0.23% | Add +64.4% | 8,999 | $558K |
| MRWM Advisors, LLC | 0.35% | Add +0.1% | 8,997 | $558K |
| Mitchell Capital Management Co. | 0.10% | Reduce -9.7% | 8,769 | $556K |
| Patton Albertson Miller Group, LLC | 0.07% | No change | 8,960 | $556K |
| Sierra Summit Advisors LLC | 0.10% | No change | 8,950 | $555K |
| Allstate Corp. | 0.04% | No change | 8,950 | $555K |
| Adaptive Financial Consulting, LLC | 0.23% | Reduce -1.8% | 8,939 | $554K |
| Whitaker-Myers Wealth Managers, LTD. | 0.14% | Reduce -16.4% | 8,937 | $554K |
| Howard Financial Services, LTD. | 0.07% | Reduce -81.2% | 8,933 | $554K |
| Inspire Advisors, LLC | 0.06% | Add +2.8% | 8,932 | $554K |
| Invst, LLC | 0.07% | Reduce -5.0% | 8,932 | $554K |
| Prosperity Planning, Inc. | 0.22% | No change | 8,908 | $552K |
| Twin Peaks Wealth Advisors, LLC | 0.18% | Reduce -2.1% | 8,636 | $550K |
| ARS Investment Partners, LLC | 0.04% | No change | 8,863 | $550K |
| Pacifica Partners Inc. | 0.22% | Reduce -1.1% | 8,847 | $549K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -26.1% | 8,845 | $549K |
| New Republic Capital, LLC | 0.19% | Reduce -0.1% | 8,843 | $548K |
| Grant Street Asset Management, Inc. | 0.12% | Add +18.2% | 8,827 | $547K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +12.8% | 8,824 | $547K |
| Future Fund LLC | 0.24% | New | 8,799 | $546K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.1% | 8,796 | $546K |
| CVFG LLC | 0.43% | Reduce -2.9% | 8,791 | $545K |
| 180 Wealth Advisors, LLC | 0.08% | Reduce -4.0% | 8,771 | $544K |
| Sterling Investment Advisors, Ltd. | 0.12% | No change | 8,755 | $543K |
| Wick Capital Partners, LLC | 0.14% | Reduce -76.2% | 2,072 | $541K |
| Chicago Capital, LLC | 0.01% | Add +14.3% | 8,703 | $540K |
| Yukon Wealth Management, Inc. | 0.19% | Add +0.3% | 8,689 | $539K |
| Strathmore Capital Advisors, Inc. | 0.24% | — | 8,441 | $537K |
| Hemington Wealth Management | 0.08% | Add +0.1% | 8,673 | $537K |
| Transatlantique Private Wealth LLC | 0.20% | No change | 8,620 | $535K |
| Burton Enright Welch | 0.09% | New | 8,600 | $533K |
| Gilbert Capital Group, Inc. | 0.44% | — | 8,565 | $531K |
| Bill Few Associates, Inc. | 0.15% | Add +12.6% | 8,561 | $531K |
| City State Bank | 0.17% | Reduce -0.3% | 8,555 | $531K |
| Breed's Hill Capital LLC | 0.26% | No change | 8,550 | $530K |
| Burney Co./ | 0.02% | Reduce -10.0% | 8,546 | $530K |
| OneAscent Family Office, LLC | 0.50% | Reduce -49.4% | 8,545 | $530K |
| Oxinas Partners, LLC | 0.27% | Reduce -1.6% | 8,545 | $530K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | No change | 8,525 | $529K |
| Financial Futures Ltd Liability Co. | 0.28% | Reduce -0.8% | 8,516 | $528K |
| Severin Investments, LLC | 0.49% | Add +4.0% | 8,493 | $527K |
| FWG Holdings, LLC | 0.25% | Add +3.7% | 8,369 | $526K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Reduce -30.5% | 8,465 | $525K |
| Hummer Financial Advisory Services Inc | 0.39% | No change | 8,460 | $525K |
| Cutler Investment Counsel LLC | 0.06% | Add +4.5% | 8,458 | $525K |
| Sage Rhino Capital LLC | 0.11% | No change | 8,400 | $521K |
| Fort Sheridan Advisors LLC | 0.07% | No change | 8,354 | $518K |
| Townsquare Capital LLC | 0.05% | Reduce -89.4% | 8,327 | $516K |
| Code Waechter LLC | 0.37% | Reduce -17.5% | 8,320 | $516K |
| OneAscent Financial Services LLC | 0.04% | Reduce -42.6% | 8,307 | $515K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -0.1% | 8,290 | $514K |
| Trexquant Investment LP | 0.01% | New | 8,290 | $514K |
| Seven Mile Advisory | 0.31% | Reduce -0.6% | 8,278 | $513K |
| Spirit of America Management Corp. | 0.11% | Reduce -7.2% | 8,126 | $512K |
| Sandhill Capital Partners LLC | 0.04% | Reduce -6.4% | 8,250 | $512K |
| Melfa Wealth Management, Inc. | 0.32% | Add +0.1% | 8,242 | $511K |
| Intelligence Driven Advisers, LLC | 0.08% | No change | 8,240 | $511K |
| J Hagan Capital, Inc. | 0.35% | New | 8,105 | $511K |
| Eagle Strategies LLC | 0.08% | Add +1.9% | 8,237 | $511K |
| Stevens Capital Partners | 0.18% | Add +5.8% | 8,145 | $510K |
| Kelleher Financial Advisors | 0.18% | No change | 8,225 | $510K |
| Lewis Asset Management, LLC | 0.24% | Add +5.5% | 8,210 | $509K |
| Old North State Trust, LLC | 0.35% | Reduce -86.0% | 8,171 | $507K |
| William Howard & Co Financial Advisors Inc | 0.44% | Reduce -2.6% | 8,139 | $505K |
| Roundview Capital LLC | 0.03% | Reduce -5.9% | 8,128 | $504K |
| High Falls Advisors, Inc | 0.11% | Reduce -1.3% | 8,127 | $504K |
| Collar Capital Management, LLC | 0.42% | No change | 8,125 | $504K |
| CFM Wealth Partners LLC | 0.08% | Add +0.3% | 8,115 | $503K |
| Strategic Financial Partners, Ltd. | 0.23% | No change | 8,115 | $503K |
| Burling Wealth Partners, LLC | 0.09% | Add +1.9% | 8,113 | $503K |
| Aurora Private Wealth, Inc. | 0.37% | Add +0.1% | 8,113 | $503K |
| World Equity Group, Inc. | 0.14% | Add +0.2% | 8,093 | $502K |
| First National Bank & Trust Co. of Newtown | 0.10% | Add +71.4% | 8,028 | $498K |
| Augustine Asset Management Inc. | 0.13% | No change | 8,010 | $497K |
| Kovack Advisors, Inc. | 0.05% | Reduce -9.8% | 8,003 | $496K |
| Haverford Financial Services, Inc. | 0.15% | No change | 8,000 | $496K |
| Global Strategic Investment Solutions, LLC | 0.05% | Reduce -0.4% | 7,990 | $496K |
| Martin Capital Advisors, LLP | 0.32% | No change | 7,975 | $495K |
| Brooklyn Investment Group | 0.06% | Add +195.3% | 19,170 | $494K |
| Accredited Wealth Management, LLC | 0.40% | Add +19.6% | 7,935 | $492K |
| Procyon Advisors, LLC | 0.05% | Reduce -82.4% | 7,929 | $492K |
| Stokes Family Office, LLC | 0.05% | Reduce -1.7% | 7,855 | $487K |
| LVW Advisors, LLC | 0.05% | Reduce -1.6% | 7,824 | $485K |
| Southland Equity Partners LLC | 0.11% | Reduce -1.4% | 7,823 | $485K |
| Lion Street Advisors, LLC | 0.15% | Reduce -1.3% | 7,816 | $485K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +96.2% | 7,800 | $484K |
| Panoramic Investment Advisors, LLC | 0.30% | Reduce -34.6% | 7,787 | $483K |
| Hohimer Wealth Management, LLC | 0.09% | Reduce -2.9% | 7,779 | $482K |
| Everett Harris & Co. | 0.01% | Reduce -2.5% | 7,760 | $481K |
| Drexel Morgan & Co. | 0.09% | No change | 7,755 | $481K |
| FWG Investments, LLC. | 0.36% | New | 7,727 | $479K |
| SP Asset Management LLC | 0.04% | Add +0.1% | 7,717 | $479K |
| McIlrath & Eck, LLC | 0.05% | Reduce -1.3% | 7,715 | $478K |
| Carson Advisory Inc. | 0.30% | Add +5.3% | 7,692 | $477K |
| Wealth Management Associates, Inc. | 0.18% | No change | 7,661 | $475K |
| Paulson Wealth Management Inc. | 0.12% | No change | 7,616 | $472K |
| Sawgrass Asset Management LLC | 0.05% | Reduce -23.7% | 7,608 | $472K |
| Quartz Partners, LLC | 0.22% | Add +70.6% | 7,600 | $471K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -6.1% | 7,570 | $469K |
| Austin Private Wealth, LLC | 0.04% | Reduce -17.6% | 7,537 | $467K |
| Fermata Advisors, LLC | 0.12% | Reduce -13.2% | 7,533 | $467K |
| Prime Buchholz LLC | 0.15% | Add +0.3% | 7,532 | $467K |
| Ameriflex Group, Inc. | 0.25% | Reduce -0.3% | 7,541 | $466K |
| Elios Financial Group Inc. | 0.21% | Add +15.1% | 7,433 | $461K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Reduce -4.9% | 7,419 | $459K |
| Wealthcare Capital Management LLC | 0.05% | Reduce -1.4% | 7,378 | $458K |
| Gibbs Wealth Management | 0.09% | Add +54.0% | 7,371 | $457K |
| Smith Salley Wealth Management | 0.03% | No change | 7,370 | $457K |
| WNY Asset Management, LLC | 0.05% | Reduce -0.7% | 7,370 | $457K |
| Strategic Equity Management | 0.17% | Reduce -93.8% | 7,353 | $456K |
| Blue Trust, Inc. | 0.01% | Reduce -25.8% | 7,351 | $456K |
| Live Oak Private Wealth LLC | 0.07% | Reduce -0.1% | 7,350 | $456K |
| Debussy Capital Management LP | 0.07% | Add +8.3% | 7,344 | $455K |
| Red Door Wealth Management, LLC | 0.05% | Reduce -30.4% | 7,303 | $453K |
| WealthCare Investment Partners, LLC | 0.16% | Add +0.3% | 7,098 | $453K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +0.3% | 7,295 | $452K |
| Peak Asset Management, LLC | 0.08% | No change | 7,275 | $451K |
| IAG Wealth Partners, LLC | 0.06% | Reduce -9.0% | 7,267 | $451K |
| Black Diamond Financial, LLC | 0.07% | Add +10.0% | 7,229 | $448K |
| Chancellor Financial Group WB LP | 0.35% | Reduce -0.5% | 7,222 | $448K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.72% | Reduce -14.3% | 7,200 | $447K |
| Grove Street Fiduciary, LLC | 0.22% | Add +0.2% | 7,200 | $447K |
| Platform Technology Partners | 0.12% | New | 7,182 | $445K |
| DDD Partners, LLC | 0.05% | Add +0.0% | 7,148 | $443K |
| My Personal CFO, LLC | 0.20% | No change | 7,140 | $443K |
| Vista Investment Partners Ii, LLC | 0.21% | Reduce -19.5% | 7,131 | $442K |
| Heritage Trust Co | 0.05% | No change | 7,124 | $442K |
| Next Level Wealth Planning, LLC | 0.28% | Reduce -33.7% | 7,121 | $442K |
| Ardent Capital Management, Inc. | 0.21% | No change | 7,120 | $442K |
| Aries Wealth Management | 0.11% | No change | 7,071 | $439K |
| Capital Planning LLC | 0.14% | No change | 7,067 | $438K |
| CapWealth Advisors, LLC | 0.04% | No change | 7,060 | $438K |
| Avion Wealth | 0.10% | Reduce -5.1% | 7,059 | $437K |
| Greenhouse Wealth Management, LLC | 0.28% | Add +0.3% | 7,037 | $436K |
| F/m Investments LLC | 0.02% | Reduce -41.1% | 7,025 | $436K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +7.5% | 7,019 | $435K |
| JT Stratford LLC | 0.07% | Add +2.7% | 7,013 | $435K |
| J.Safra Asset Management Corp | 0.03% | New | 7,006 | $435K |
| Mason & Associates Inc | 0.10% | No change | 6,988 | $433K |
| Bridgewater Advisors Inc. | 0.03% | Add +70.4% | 6,744 | $433K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -4.6% | 6,960 | $432K |
| Brookwood Investment Group LLC | 0.07% | Reduce -42.9% | 6,959 | $432K |
| Phillips Wealth Planners LLC | 0.39% | Add +1.6% | 6,805 | $432K |
| Dynamic Financial Group | 0.41% | No change | 6,917 | $429K |
| Welch Group, LLC | 0.02% | Add +25.1% | 6,898 | $428K |
| XTX Topco Ltd | 0.02% | Reduce -44.5% | 6,876 | $426K |
| Ti-Trust, Inc. | 0.29% | No change | 6,860 | $425K |
| Defined Wealth Management, LLC | 0.26% | Reduce -0.3% | 6,794 | $421K |
| Montz Harcus Wealth Management LLC | 0.20% | Add +11.2% | 6,773 | $420K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -28.6% | 6,767 | $420K |
| Rollins Financial Advisors, LLC | 0.07% | Reduce -15.6% | 6,766 | $420K |
| Center For Asset Management LLC | 0.26% | No change | 6,735 | $419K |
| Mainstream Capital Management LLC | 0.30% | Reduce -0.2% | 6,744 | $418K |
| Values Added Financial LLC | 0.20% | No change | 6,736 | $418K |
| Legacy PCG, LLC | 0.27% | Reduce -1.0% | 6,726 | $417K |
| Collaborative Wealth Managment Inc. | 0.18% | Add +10.7% | 6,715 | $416K |
| JB Capital LLC | 0.02% | Add +11.7% | 6,686 | $415K |
| Clear Point Advisors Inc. | 0.35% | Reduce -2.6% | 6,658 | $413K |
| Mystic Asset Management, Inc. | 0.10% | Reduce -1.1% | 6,645 | $412K |
| Peregrine Asset Advisers, Inc. | 0.13% | Add +0.2% | 6,642 | $412K |
| Radnor Capital Management, LLC | 0.07% | Add +1.5% | 6,610 | $410K |
| Onyx Bridge Wealth Group LLC | 0.05% | Reduce -5.7% | 6,580 | $408K |
| Sovran Advisors, LLC | 0.04% | Reduce -54.0% | 6,430 | $408K |
| BCGM Wealth Management, LLC | 0.12% | Add +0.3% | 6,573 | $408K |
| J. L. Bainbridge & Co., Inc. | 0.04% | No change | 6,573 | $408K |
| Facet Wealth, Inc. | 0.01% | Add +28.7% | 6,464 | $407K |
| Asset Dedication, LLC | 0.03% | Add +3.2% | 6,562 | $407K |
| One Wealth Management Investment & Advisory Services, LLC | 0.52% | Reduce -0.2% | 6,558 | $407K |
| Dopkins Wealth Management, LLC | 0.18% | No change | 6,535 | $405K |
| Kings Path Partners LLC | 0.16% | Reduce -2.6% | 6,524 | $405K |
| GeoWealth Management, LLC | 0.02% | Reduce -44.3% | 6,497 | $403K |
| Acorn Financial Advisory Services Inc. | 0.07% | Add +8.9% | 6,475 | $402K |
| Financial Life Planners | 0.33% | Reduce -20.0% | 6,455 | $400K |
| Private Client Services, LLC | 0.16% | Add +36.1% | 6,444 | $400K |
| New Century Financial Group, LLC | 0.47% | Add +53.9% | 6,442 | $400K |
| Rydar Equities, Inc. | 0.32% | — | 6,441 | $399K |
| McDaniel Terry & Co. | 0.03% | No change | 6,440 | $399K |
| McAdam, LLC | 0.02% | Add +63.4% | 6,439 | $399K |
| Meridian Financial Partners LLC | 0.19% | Reduce -1.5% | 6,435 | $399K |
| Sunburst Financial Group, LLC | 0.09% | Add +0.0% | 6,428 | $399K |
| Prodigy Asset Management LLC | 0.26% | No change | 6,420 | $398K |
| Berkeley Capital Partners, LLC | 0.10% | No change | 6,410 | $398K |
| Trek Financial, LLC | 0.03% | Add +6.2% | 6,407 | $397K |
| Foster & Motley Inc. | 0.02% | No change | 6,399 | $397K |
| Prosperity Wealth Management, Inc. | 0.15% | Reduce -76.6% | 6,400 | $397K |
| Moss Adams Wealth Advisors LLC | 0.04% | Reduce -0.9% | 6,365 | $395K |
| Marble Harbor Investment Counsel, LLC | 0.04% | No change | 6,335 | $393K |
| Abound Wealth Management | 0.11% | Reduce -0.4% | 6,326 | $392K |
| Archer Investment Corp | 0.09% | Reduce -0.2% | 6,301 | $391K |
| J.P. Marvel Investment Advisors, LLC | 0.06% | No change | 6,295 | $390K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -8.5% | 6,279 | $389K |
| Latko Wealth Management, Ltd. | 0.22% | Add +6.4% | 6,260 | $388K |
| Forthright Family Wealth Advisory LLC | 0.24% | Add +70.8% | 6,218 | $386K |
| Pollock Investment Advisors, LLC | 0.31% | No change | 6,175 | $383K |
| Gratus Wealth Advisors, LLC | 0.06% | New | 6,169 | $383K |
| Range Financial Group LLC | 0.15% | Reduce -1.1% | 6,169 | $383K |
| First Bancorp, Inc | 0.22% | No change | 6,163 | $382K |
| HUB Investment Partners, LLC | 0.01% | Reduce -11.0% | 6,157 | $382K |
| Headlands Technologies LLC | 0.05% | New | 6,155 | $382K |
| Forum Financial Management, LP | 0.01% | Add +27.6% | 6,146 | $381K |
| Latitude Advisors, LLC | 0.19% | Reduce -6.3% | 6,137 | $381K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +4.7% | 6,123 | $380K |
| Envision Financial LLC | 0.25% | Add +0.0% | 6,122 | $380K |
| Ade, LLC | 0.20% | Add +0.2% | 6,115 | $379K |
| Auxano Advisors, LLC | 0.09% | Add +0.9% | 6,095 | $378K |
| Barr E S & Co. | 0.02% | No change | 6,085 | $377K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -20.2% | 6,062 | $376K |
| Sonora Investment Management Group, LLC | 0.03% | Reduce -6.0% | 6,055 | $376K |
| Fortis Capital Management LLC | 0.06% | Add +57.0% | 6,033 | $374K |
| Legacy Financial Advisors, Inc. | 0.06% | Reduce -22.1% | 6,030 | $374K |
| IMS Capital Management | 0.17% | No change | 6,015 | $373K |
| Obsidian Cio, LLC | 0.05% | Reduce -2.6% | 6,012 | $373K |
| Plum Street Advisors, LLC | 0.16% | No change | 5,991 | $372K |
| Selective Wealth Management, Inc. | 0.14% | Reduce -0.3% | 5,833 | $371K |
| BOS Asset Management, LLC | 0.12% | No change | 5,974 | $371K |
| Barnes Wealth Management Group, Inc | 0.22% | Reduce -26.6% | 5,971 | $370K |
| Financial Perspectives, Inc | 0.11% | Add +5.9% | 5,954 | $369K |
| NWF Advisory Services Inc. | 0.04% | Reduce -3.1% | 5,953 | $369K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -1.1% | 5,950 | $369K |
| W Advisors, LLC | 0.21% | No change | 5,931 | $368K |
| Financial Guidance Group, Inc. | 0.18% | Reduce -4.0% | 5,925 | $367K |
| LexAurum Advisors, LLC | 0.06% | Reduce -1.4% | 5,920 | $367K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -13.8% | 5,913 | $367K |
| Faithward Advisors, LLC | 0.06% | Reduce -0.3% | 5,905 | $366K |
| Jentner Corp | 0.10% | No change | 5,900 | $366K |
| Main Street Group, LTD | 0.13% | Add +1.8% | 5,899 | $366K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 5,890 | $365K |
| Princeton Capital Management LLC | 0.11% | No change | 5,890 | $365K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | Add +2.9% | 5,890 | $365K |
| Synergy Investment Management, LLC | 0.22% | Add +0.1% | 5,877 | $365K |
| Van Cleef Asset Management,Inc | 0.04% | No change | 5,855 | $363K |
| Fox Financial, Inc | 0.31% | No change | 5,840 | $362K |
| BIP Wealth, LLC | 0.02% | Reduce -16.3% | 5,835 | $362K |
| Signal Advisors Wealth, LLC | 0.03% | Add +7.3% | 5,816 | $361K |
| Keebeck Wealth Management | 0.05% | Reduce -14.9% | 5,805 | $360K |
| Houlihan Financial Resource Group, Ltd. | 0.15% | No change | 5,755 | $360K |
| Bernardo Wealth Planning LLC | 0.08% | Add +1.5% | 5,809 | $360K |
| Pinnacle Family Advisors, LLC | 0.17% | Reduce -70.4% | 5,794 | $359K |
| REAP Financial Group, LLC | 0.08% | No change | 5,783 | $359K |
| Schnieders Capital Management LLC | 0.06% | Add +1.0% | 5,764 | $357K |
| Bull Street Advisors, LLC | 0.17% | No change | 5,745 | $356K |
| Aberdeen Wealth Management LLC | 0.24% | No change | 5,725 | $355K |
| Successful Portfolios LLC | 0.22% | Add +0.2% | 5,655 | $351K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -2.1% | 5,655 | $351K |
| Almanack Investment Partners, LLC. | 0.06% | New | 5,636 | $350K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -9.6% | 5,630 | $349K |
| Cherrydale Wealth Management, LLC | 0.12% | Reduce -1.3% | 5,613 | $348K |
| Gradient Capital Advisors, LLC | 0.10% | No change | 5,605 | $348K |
| McNaughton Wealth Management, LLC | 0.15% | No change | 5,600 | $347K |
| Naviter Wealth, LLC | 0.04% | Add +8.6% | 5,587 | $347K |
| Staley Capital Advisers Inc. | 0.01% | Add +1.7% | 5,565 | $345K |
| Meeder Advisory Services, Inc. | 0.02% | New | 5,553 | $344K |
| Vantage Point Financial LLC | 0.15% | Reduce -2.0% | 5,541 | $344K |
| Advance Capital Management, Inc. | 0.02% | Add +13.6% | 5,514 | $342K |
| Matrix Asset Advisors Inc. | 0.03% | New | 5,511 | $342K |
| Security Benefit Life Insurance Co. | 0.16% | No change | 5,500 | $341K |
| Boston Trust Walden Corp | 0.00% | Reduce -2.6% | 5,490 | $340K |
| Potomac Fund Management Inc. | 0.02% | Reduce -8.9% | 5,402 | $339K |
| Capital Wealth Management, LLC | 0.13% | Add +0.0% | 5,450 | $338K |
| Level Wealth Management LLC | 0.20% | New | 5,448 | $338K |
| Roman Butler Fullerton & Co. | 0.10% | Add +0.1% | 5,245 | $338K |
| Advisor OS, LLC | 0.03% | Add +11.0% | 5,441 | $337K |
| Shira Ridge Wealth Management | 0.15% | No change | 5,436 | $337K |
| Partners in Financial Planning | 0.06% | Add +0.1% | 5,435 | $337K |
| Avalon Trust Co | 0.02% | Add +227.1% | 5,414 | $336K |
| Dimension Capital Management LLC | 0.05% | No change | 5,400 | $335K |
| Drum Hill Capital, LLC | 0.37% | No change | 5,375 | $333K |
| Gilman Hill Asset Management, LLC | 0.05% | No change | 5,350 | $332K |
| Indie Asset Partners, LLC | 0.60% | Add +17.2% | 5,337 | $331K |
| SkyOak Wealth, LLC | 0.07% | No change | 5,325 | $330K |
| Brick & Kyle, Associates | 0.15% | New | 23,000 | $329K |
| Requisite Capital Management, LLC | 0.07% | No change | 5,295 | $328K |
| RVW Wealth, LLC | 0.03% | Add +3.8% | 5,284 | $328K |
| Segment Wealth Management, LLC | 0.02% | Reduce -1.2% | 5,275 | $327K |
| Forte Capital LLC | 0.04% | Reduce -4.5% | 5,270 | $327K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -16.7% | 5,220 | $324K |
| Blue Bell Private Wealth Management, LLC | 0.05% | No change | 5,213 | $323K |
| Canopy Partners, LLC | 0.12% | No change | 5,201 | $323K |
| Heritage Family Offices, LLP | 0.16% | No change | 5,520 | $321K |
| Ellsworth Advisors, LLC | 0.08% | Reduce -1.6% | 5,176 | $321K |
| JGP Wealth Management, LLC | 0.04% | Add +6.5% | 5,155 | $320K |
| Millstone Evans Group, LLC | 0.22% | Reduce -5.5% | 5,151 | $319K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -1.8% | 5,145 | $319K |
| Veracity Capital LLC | 0.11% | Add +4.8% | 5,107 | $317K |
| Hibernia Wealth Partners, LLC | 0.12% | New | 5,101 | $316K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -27.2% | 5,070 | $314K |
| Patten & Patten Inc. | 0.02% | Reduce -27.1% | 5,070 | $314K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -25.7% | 5,065 | $314K |
| Fingerlakes Wealth Management, Inc. | 0.23% | Reduce -0.7% | 5,062 | $314K |
| KFG Wealth Management, LLC | 0.05% | Reduce -55.4% | 5,043 | $313K |
| Byrne Financial Freedom, LLC | 0.16% | Add +0.0% | 5,040 | $313K |
| Xponance LLC | 0.00% | Reduce -40.5% | 5,037 | $312K |
| TFC Financial Management, Inc. | 0.04% | Reduce -14.6% | 5,036 | $312K |
| TD Capital Management LLC | 0.03% | Add +44.0% | 5,026 | $312K |
| Bluestem Financial Advisors, LLC | 0.13% | No change | 5,014 | $311K |
| Nelson Capital Management, LLC | 0.04% | New | 5,005 | $310K |
| Family Manage LLC | 0.05% | Add +8.2% | 5,004 | $310K |
| Bantamac Capital, LLC | 0.11% | No change | 5,000 | $310K |
| Atlas Private Wealth Advisors | 0.04% | Add +37.8% | 4,976 | $309K |
| Family Office Research LLC | 0.15% | Reduce -8.6% | 4,973 | $308K |
| Bank Ozk | 0.12% | Reduce -6.2% | 4,957 | $307K |
| James J. Burns & Company, LLC | 0.05% | Add +0.2% | 4,946 | $307K |
| HFR Wealth Management, LLC | 0.07% | No change | 4,936 | $306K |
| JFG Wealth Management, LLC | 0.06% | Reduce -0.1% | 4,925 | $305K |
| LongView Wealth Management | 0.09% | Reduce -9.8% | 4,919 | $305K |
| Worth Financial Advisory Group, LLC | 0.19% | No change | 4,905 | $304K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | No change | 4,895 | $304K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -35.2% | 4,881 | $303K |
| Rothschild Capital Partners, LLC | 0.08% | Reduce -20.0% | 4,871 | $302K |
| Axim Planning & Wealth | 0.28% | Add +13.5% | 4,868 | $302K |
| Lee Danner & Bass Inc. | 0.02% | Reduce -0.7% | 4,831 | $300K |
| Main Management LLC | 0.02% | No change | 4,825 | $299K |
| John W. Brooker & Co., CPAs | 0.70% | Reduce -83.3% | 4,671 | $299K |
| Mitchell Sinkler & Starr | 0.14% | Add +9.7% | 4,810 | $298K |
| Defined Financial Planning LLC | 0.26% | Add +0.4% | 4,762 | $298K |
| Northeast Investment Management | 0.01% | Reduce -4.7% | 4,789 | $297K |
| Dumont & Blake Investment Advisors LLC | 0.08% | No change | 4,764 | $295K |
| Rosenberg Matthew Hamilton | 0.07% | Add +58.2% | 4,761 | $295K |
| Tripletail Wealth Management, LLC | 0.42% | — | 4,730 | $295K |
| McElhenny Sheffield Capital Management, LLC | 0.08% | Reduce -39.9% | 4,757 | $295K |
| Commonwealth Retirement Investments LLC | 0.11% | No change | 4,755 | $295K |
| Resurgent Financial Advisors LLC | 0.16% | Reduce -7.7% | 4,755 | $295K |
| Creative Capital Management Investments LLC | 0.11% | Reduce -12.8% | 4,754 | $295K |
| Brooklyn FI, LLC | 0.08% | Reduce -1.4% | 4,740 | $294K |
| Zuckerman Investment Group, LLC | 0.03% | No change | 4,735 | $294K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -36.1% | 4,718 | $293K |
| Medallion Wealth Advisors, LLC | 0.11% | Add +0.3% | 4,658 | $292K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -2.1% | 4,705 | $292K |
| Charles Schwab Trust Co | 0.02% | New | 4,704 | $292K |
| Morton Brown Family Wealth, LLC | 0.09% | No change | 4,702 | $292K |
| Compass Capital Corp. /Ma/ | 0.14% | No change | 5,015 | $291K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +2.9% | 4,691 | $291K |
| WPWealth LLP | 0.05% | Reduce -25.1% | 4,679 | $290K |
| Apriem Advisors | 0.03% | Reduce -54.2% | 4,645 | $288K |
| Legacy Investment Solutions, LLC | 0.15% | — | 4,621 | $287K |
| Legacy Wealth Managment, LLC | 0.15% | Reduce -24.9% | 4,621 | $287K |
| Geneva Partners, LLC | 0.11% | Reduce -2.6% | 4,613 | $286K |
| 4J Wealth Management LLC | 0.19% | Reduce -7.7% | 4,593 | $285K |
| Trademark Financial Management, LLC | 0.17% | Reduce -1.5% | 4,585 | $284K |
| Optimum Investment Advisors | 0.12% | Reduce -6.1% | 4,585 | $284K |
| Custos Family Office, LLC | 0.09% | Add +3.5% | 4,585 | $284K |
| Sentry LLC | 0.06% | No change | 4,575 | $284K |
| WestHill Financial Advisors, Inc. | 0.06% | Add +8.9% | 4,575 | $284K |
| Aegis Wealth Management LLC | 0.17% | No change | 4,850 | $283K |
| Granite Investment Partners, LLC | 0.01% | No change | 4,555 | $283K |
| LJI Wealth Management, LLC | 0.05% | Add +5.8% | 4,551 | $282K |
| Seed Wealth Management, Inc. | 0.21% | No change | 4,550 | $282K |
| Sequent Planning LLC | 0.09% | Add +12.2% | 4,541 | $282K |
| Obermeyer Wealth Partners | 0.01% | Add +0.4% | 4,537 | $281K |
| Beaton Management Co. Inc. | 0.14% | No change | 4,530 | $281K |
| Atwood & Palmer Inc. | 0.02% | No change | 4,530 | $281K |
| Nabity-Jensen Investment Management Inc | 0.21% | No change | 4,525 | $281K |
| Auour Investments LLC | 0.10% | Reduce -13.2% | 4,525 | $281K |
| Independence Bank of Kentucky | 0.04% | Reduce -0.6% | 4,523 | $281K |
| Vestor Capital, LLC | 0.02% | Reduce -98.3% | 1,282 | $280K |
| Foundry Financial Group, Inc. | 0.16% | Reduce -88.8% | 4,500 | $279K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,496 | $279K |
| West Michigan Advisors, LLC | 0.08% | Reduce -1.9% | 4,475 | $278K |
| L.M. Kohn & Company | 0.07% | Reduce -28.5% | 4,469 | $277K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -50.7% | 4,464 | $277K |
| Rise Advisors, LLC | 0.11% | Reduce -34.5% | 4,461 | $277K |
| Affinity Wealth Management LLC | 0.04% | No change | 4,450 | $276K |
| Wincap Financial LLC | 0.22% | New | 4,428 | $275K |
| Concord Asset Management, LLC | 0.04% | New | 4,421 | $274K |
| Concord Wealth Partners | 0.04% | Add +0.1% | 4,421 | $274K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -28.5% | 4,419 | $274K |
| Versant Capital Management, Inc | 0.04% | Add +63.3% | 4,410 | $274K |
| St Germain D J Co. Inc. | 0.01% | Reduce -3.2% | 4,388 | $272K |
| Blue Barn Wealth, LLC | 0.13% | Add +7.4% | 4,386 | $272K |
| MADDEN SECURITIES Corp | 0.09% | No change | 4,372 | $271K |
| Hanson & Doremus Investment Management | 0.04% | No change | 4,370 | $271K |
| Iron Horse Wealth Management, LLC | 0.08% | No change | 4,333 | $269K |
| Presilium Private Wealth, LLC | 0.05% | Add +1.4% | 4,330 | $269K |
| Denver Wealth Management, Inc. | 0.11% | Add +4.5% | 4,317 | $268K |
| Patrick M Sweeney & Associates, Inc. | 0.18% | No change | 4,187 | $267K |
| Charis Legacy Partners, LLC | 0.44% | No change | 4,305 | $267K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,300 | $267K |
| Alexander Randolph Advisory, Inc. | 0.24% | No change | 4,256 | $264K |
| Flaharty Asset Management, LLC | 0.04% | No change | 4,247 | $263K |
| West Wealth Group, LLC | 0.07% | New | 4,191 | $263K |
| Alpha Financial Advisors, LLC | 0.10% | Reduce -0.0% | 4,221 | $262K |
| Chris Bulman Inc | 0.15% | No change | 4,214 | $261K |
| Colonial River Investments, LLC | 0.11% | Add +1.8% | 4,082 | $261K |
| Fiduciary Alliance LLC | 0.02% | Reduce -16.5% | 4,203 | $261K |
| Red Lighthouse Investment Management, LLC | 0.10% | No change | 4,190 | $260K |
| GSG Advisors LLC | 0.08% | Add +0.3% | 4,185 | $260K |
| Alpha Omega Wealth Management LLC | 0.05% | No change | 4,184 | $259K |
| Summit Wealth Group, LLC | 0.07% | Add +8.7% | 4,183 | $259K |
| Penney Financial, LLC | 0.13% | No change | 4,175 | $259K |
| Clarius Group, LLC | 0.02% | New | 4,175 | $259K |
| DecisionMap Wealth Management, LLC | 0.18% | Reduce -4.4% | 4,169 | $259K |
| TABR Capital Management, LLC | 0.22% | Add +0.3% | 4,150 | $257K |
| Chilton Capital Management LLC | 0.01% | Add +2.2% | 4,144 | $257K |
| Cove Private Wealth, LLC | 0.09% | New | 4,140 | $257K |
| Northstar Advisory Group, LLC | 0.12% | Add +3.3% | 4,100 | $254K |
| Aufman Associates Inc | 0.16% | No change | 4,091 | $254K |
| First American Trust, FSB | 0.02% | New | 4,091 | $254K |
| Stonebridge Capital Advisors LLC | 0.02% | Add +5.5% | 4,082 | $253K |
| Riggs Asset Managment Co. Inc. | 0.06% | Reduce -97.7% | 4,079 | $253K |
| Regal Partners Ltd | 0.02% | New | 4,077 | $253K |
| Fairvoy Private Wealth, LLC | 0.06% | Reduce -84.7% | 4,074 | $253K |
| Meritage Portfolio Management | 0.02% | Add +15.5% | 4,066 | $252K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.09% | Add +0.0% | 4,053 | $251K |
| Everhart Financial Group, Inc. | 0.03% | Add +1.0% | 4,032 | $250K |
| Visionary Wealth Advisors | 0.01% | Reduce -11.8% | 4,029 | $250K |
| Watts Gwilliam & Co., LLC | 0.04% | Reduce -28.5% | 3,773 | $250K |
| Creekmur Asset Management LLC | 0.04% | Reduce -85.2% | 4,007 | $248K |
| Mainsail Asset Management, LLC | 0.15% | No change | 4,000 | $248K |
| Nichols & Pratt Advisers LLP | 0.02% | New | 4,000 | $248K |
| Addison Advisors LLC | 0.06% | Add +0.3% | 3,999 | $248K |
| Madrona Financial Services, LLC | 0.06% | Add +0.3% | 3,983 | $247K |
| First Commonwealth Financial Corp | 0.05% | Reduce -91.5% | 3,979 | $247K |
| Ceera Investments, LLC | 0.08% | No change | 3,975 | $247K |
| WealthPlan Investment Management, LLC | 0.02% | New | 3,971 | $246K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 3,965 | $246K |
| Mengis Capital Management, Inc. | 0.05% | Reduce -4.6% | 3,959 | $246K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 3,955 | $245K |
| Coastwise Capital Group, LLC | 0.19% | Reduce -6.8% | 3,946 | $245K |
| Strategic Advisors LLC | 0.05% | Reduce -1.8% | 3,935 | $244K |
| Detalus Advisors, LLC | 0.07% | Add +2.2% | 3,931 | $244K |
| Rodgers & Associates, LTD | 0.03% | New | 3,927 | $244K |
| Integral Investment Advisors, Inc. | 0.07% | No change | 3,925 | $243K |
| Bridgewealth Advisory Group, LLC | 0.06% | Add +10.7% | 3,920 | $243K |
| Cypress Wealth Services, LLC | 0.04% | Add +1.1% | 3,906 | $242K |
| Magnolia Private Wealth, LLC | 0.19% | No change | 3,900 | $242K |
| Jim Saulnier & Associates, LLC | 0.17% | No change | 3,900 | $242K |
| Focused Wealth Management, Inc | 0.03% | Add +0.3% | 3,900 | $242K |
| Icon Wealth Advisors, LLC | 0.02% | Add +4.7% | 3,896 | $242K |
| RFG - Bristol Wealth Advisors, LLC | 0.07% | New | 3,893 | $241K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -5.1% | 3,884 | $241K |
| Legacy Solutions, LLC | 0.23% | Add +0.1% | 3,870 | $240K |
| Kirtland Hills Capital Management, LLC | 0.11% | New | 3,869 | $240K |
| Von Berge Wealth Management Group, LLC | 0.13% | Add +0.3% | 3,710 | $237K |
| Market Street Wealth Management Advisors LLC | 0.04% | Reduce -1.4% | 3,810 | $236K |
| Heartwood Wealth Advisors LLC | 0.02% | Reduce -2.6% | 3,791 | $235K |
| Gold Investment Management Ltd. | 0.09% | No change | 3,725 | $234K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 3,760 | $233K |
| SMART Wealth LLC | 0.07% | Add +4.2% | 3,756 | $233K |
| Asio Capital, LLC | 0.04% | Reduce -5.1% | 3,755 | $233K |
| Hall Capital Management Co. Inc. | 0.10% | No change | 3,750 | $233K |
| Curran Financial Partners, LLC | 0.05% | New | 3,743 | $232K |
| Pathway Financial Advisors LLC | 0.03% | Reduce -2.5% | 3,742 | $232K |
| Barnes Dennig Private Wealth Management LLC | 0.28% | Add +415.9% | 3,740 | $232K |
| Strategy Asset Managers LLC | 0.04% | Reduce -11.4% | 3,718 | $231K |
| Topsail Wealth Management, LLC | 0.04% | Add +0.1% | 3,718 | $231K |
| Liberty Wealth Management LLC | 0.04% | Reduce -3.3% | 3,717 | $231K |
| Columbus Macro, LLC | 0.03% | Add +4.1% | 3,716 | $230K |
| Symmetry Partners, LLC | 0.03% | Reduce -1.1% | 3,713 | $230K |
| Annex Advisory Services, LLC | 0.01% | Add +3.6% | 3,710 | $230K |
| M3 Advisory Group, LLC | 0.16% | No change | 3,704 | $230K |
| Balance Wealth Partners LLC | 0.13% | No change | 3,680 | $228K |
| BTC Capital Management, Inc. | 0.02% | Reduce -48.5% | 3,674 | $228K |
| Ifrah Financial Services, Inc. | 0.06% | Reduce -6.1% | 3,672 | $228K |
| Cardinal Point Capital Management ULC | 0.02% | New | 3,648 | $226K |
| Covenant Asset Management, LLC | 0.05% | No change | 3,640 | $226K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -21.6% | 3,634 | $225K |
| Fiduciary Financial Group, LLC | 0.04% | New | 3,580 | $225K |
| Baldwin Investment Management, LLC | 0.03% | No change | 3,620 | $225K |
| Matthew Goff Investment Advisor, LLC | 0.04% | No change | 3,610 | $224K |
| CNB Bank | 0.11% | No change | 3,595 | $223K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Reduce -2.2% | 3,591 | $223K |
| Prostatis Group LLC | 0.06% | Add +2.2% | 3,588 | $223K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | New | 3,588 | $223K |
| Aspen Capital Management, LLC | 0.06% | Add +0.1% | 3,580 | $222K |
| Epiq Partners, LLC | 0.12% | No change | 3,575 | $222K |
| Holderness Investments Co. | 0.05% | No change | 3,575 | $222K |
| Cannon Wealth Management Services, LLC | 0.18% | Add +0.0% | 3,563 | $221K |
| SYM FINANCIAL Corp | 0.02% | Add +537.4% | 3,531 | $219K |
| First PREMIER Bank | 0.05% | Add +134.3% | 3,531 | $219K |
| Mustico Financial Group, Inc. | 0.20% | — | 3,487 | $219K |
| Compass Wealth Management LLC | 0.05% | Add +14.2% | 3,529 | $219K |
| Braun-Bostich & Associates Inc. | 0.15% | No change | 3,525 | $219K |
| Chemistry Wealth Management LLC | 0.05% | No change | 3,520 | $218K |
| Capstone Financial Advisors, Inc. | 0.01% | Add +0.3% | 3,504 | $217K |
| Rock Point Advisors, LLC | 0.06% | New | 3,492 | $217K |
| Trust Co of the South | 0.04% | No change | 3,492 | $217K |
| Westshore Wealth, LLC | 0.08% | No change | 3,487 | $216K |
| Fogel Capital Management, Inc. | 0.12% | No change | 3,480 | $216K |
| Garde Capital, Inc. | 0.01% | Reduce -3.5% | 3,480 | $216K |
| Darrow Company, Inc. | 0.11% | Reduce -2.6% | 3,478 | $216K |
| Accelerate Investment Advisors LLC | 0.16% | Reduce -3.3% | 3,476 | $216K |
| 4WEALTH Advisors, Inc. | 0.22% | New | 3,464 | $215K |
| Maia Wealth LLC | 0.04% | Reduce -48.9% | 3,454 | $214K |
| Heritage Wealth Management, Inc. | 0.07% | New | 3,453 | $214K |
| Paradigm, Strategies in Wealth Management, LLC | 0.14% | Add +0.3% | 3,450 | $214K |
| Brogan Financial, Inc. | 0.10% | Add +0.3% | 3,448 | $214K |
| Berger Financial Group, Inc | 0.01% | Reduce -35.0% | 3,443 | $214K |
| Nixon Peabody Trust Co. | 0.02% | Reduce -10.3% | 3,442 | $213K |
| Frazier Financial Advisors, LLC | 0.15% | Add +0.1% | 3,440 | $213K |
| Verum Partners LLC | 0.05% | New | 3,433 | $213K |
| Uniting Wealth Partners, LLC | 0.08% | No change | 3,432 | $213K |
| Elevated Capital Advisors, LLC | 0.06% | No change | 3,646 | $213K |
| Leelyn Smith, LLC | 0.03% | New | 3,402 | $211K |
| Thor Investment Management Inc. /Oh/ | 0.14% | New | 3,400 | $211K |
| Denver PWM, LLC | 0.07% | Reduce -9.1% | 3,398 | $211K |
| Marquette Asset Management, LLC | 0.04% | Reduce -9.0% | 3,395 | $211K |
| Aull & Monroe Investment Management Corp | 0.11% | New | 3,375 | $209K |
| Palisades Hudson Asset Management, L.P. | 0.08% | New | 3,371 | $209K |
| TCP Asset Management, LLC | 0.04% | New | 3,357 | $208K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | Reduce -59.4% | 3,362 | $208K |
| F&V Capital Management, LLC | 0.05% | New | 3,350 | $208K |
| Wealth Preservation Advisors, LLC | 0.13% | No change | 3,347 | $208K |
| Reston Wealth Management LLC | 0.07% | New | 3,346 | $208K |
| Capital Insight Partners, LLC | 0.04% | New | 3,345 | $207K |
| Gutierrez Wealth Advisory, LLC | 0.14% | Reduce -6.4% | 3,343 | $207K |
| Wealth Architects, LLC | 0.02% | Reduce -5.0% | 3,340 | $207K |
| Legacy Financial Group, Inc. | 0.06% | New | 3,340 | $207K |
| Strategic Financial Planning, Inc. | 0.13% | New | 3,339 | $207K |
| Briaud Financial Planning Inc | 0.08% | Add +20.1% | 3,345 | $207K |
| Bfsg, LLC | 0.02% | Reduce -10.9% | 3,337 | $207K |
| White Pine Capital LLC | 0.07% | New | 3,335 | $207K |
| Ehrlich Financial Group | 0.13% | Reduce -3.6% | 3,334 | $207K |
| LeClair Wealth Partners LLC | 0.14% | New | 3,321 | $206K |
| Endeavor Private Wealth, Inc. | 0.10% | New | 3,320 | $206K |
| Acas, LLC | 0.14% | New | 3,173 | $205K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -6.2% | 3,305 | $205K |
| Roehl & Yi Investment Advisors, LLC | 0.10% | New | 3,300 | $205K |
| Emergent Wealth Advisors, LLC | 0.13% | New | 3,285 | $204K |
| Fiduciary Family Office, LLC | 0.07% | Reduce -21.8% | 3,275 | $203K |
| Stablepoint Partners, LLC | 0.03% | New | 3,274 | $203K |
| Financial Symmetry Inc | 0.10% | Reduce -28.9% | 3,273 | $203K |
| OneAscent Wealth Management LLC | 0.07% | Reduce -26.7% | 3,276 | $203K |
| Sageworth Trust Co of South Dakota | 0.22% | New | 3,273 | $203K |
| Manske Wealth Management | 0.07% | New | 3,260 | $202K |
| Voisard Asset Management Group, Inc. | 0.05% | New | 3,255 | $202K |
| Client 1ST Advisory Group, LLC | 0.07% | New | 3,238 | $201K |
| Monograph Wealth Advisors, LLC | 0.02% | New | 3,231 | $200K |
| Andrews, Lucia Wealth Management LLC | 0.13% | No change | 3,227 | $200K |
| Sterling Wealth Management, Inc. | 0.07% | — | 3,226 | $200K |
| Clarity Capital Partners LLC | 0.07% | Reduce -42.7% | 3,225 | $200K |
| Clare Market Investments LLC | 0.04% | New | 3,225 | $200K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | No change | 3,185 | $198K |
| Sierra Ocean, LLC | 0.14% | No change | 3,057 | $190K |
| Schroder Investment Management Group | 0.00% | No change | 3,050 | $189K |
| Sittner & Nelson, LLC | 0.08% | No change | 3,021 | $187K |
| one8zero8, LLC | 0.04% | No change | 2,980 | $185K |
| Lavaca Capital LLC | 0.08% | No change | 2,975 | $185K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | No change | 2,973 | $184K |
| GoalVest Advisory LLC | 0.04% | Reduce -10.7% | 2,814 | $175K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -15.9% | 2,755 | $171K |
| Wagner Wealth Management, LLC | 0.04% | No change | 2,754 | $171K |
| Piscataqua Savings Bank | 0.14% | Reduce -11.9% | 2,730 | $169K |
| Eukles Asset Management | 0.07% | Add +1.1% | 2,685 | $167K |
| Provident Wealth Management, LLC | 0.05% | No change | 2,670 | $166K |
| Elgethun Capital Management | 0.03% | Add +1.3% | 2,649 | $164K |
| Sound Income Strategies, LLC | 0.01% | Add +19.6% | 2,644 | $164K |
| Tanglewood Legacy Advisors, LLC | 0.07% | No change | 2,635 | $163K |
| Silicon Valley Capital Partners | 0.02% | Reduce -41.2% | 2,635 | $163K |
| Midwest Capital Advisors, LLC | 0.09% | Reduce -32.2% | 2,609 | $162K |
| Evolution Wealth Management Inc. | 0.19% | — | 2,540 | $158K |
| Disciplina Capital Management LLC | 0.02% | No change | 2,500 | $155K |
| Steph & Co. | 0.05% | No change | 2,463 | $153K |
| Perkins Coie Trust Co | 0.03% | No change | 2,450 | $152K |
| WealthCollab, LLC | 0.08% | No change | 2,420 | $150K |
| SRH Advisors, LLC | 0.05% | No change | 2,410 | $149K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.8% | 2,384 | $148K |
| Barrett & Company, Inc. | 0.06% | No change | 2,385 | $148K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 2,375 | $147K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 2,360 | $146K |
| Roble, Belko & Company, Inc | 0.02% | Add +20.7% | 2,324 | $144K |
| Financial Gravity Companies, Inc. | 0.03% | — | 2,304 | $143K |
| Pillar Financial Advisors, LLC | 0.10% | No change | 2,285 | $142K |
| Transce3nd, LLC | 0.06% | Add +32.2% | 2,280 | $141K |
| Kimelman & Baird, LLC | 0.01% | No change | 2,250 | $140K |
| First United Bank & Trust | 0.05% | Reduce -3.7% | 2,215 | $137K |
| Keystone Financial Group, Inc. | 0.09% | No change | 2,158 | $137K |
| Reyes Financial Architecture, Inc. | 0.12% | No change | 2,155 | $134K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -8.7% | 2,109 | $133K |
| Woodside Wealth Management LLC | 0.11% | No change | 2,125 | $132K |
| Webster Bank, N. A. | 0.01% | No change | 2,100 | $130K |
| First Financial Corp. | 0.06% | Reduce -21.8% | 2,083 | $129K |
| Register Financial Advisors LLC | 0.06% | Reduce -10.9% | 2,064 | $128K |
| Hughes Financial Services, LLC | 0.02% | Reduce -5.4% | 2,041 | $128K |
| Copia Wealth Management | 0.11% | Reduce -11.6% | 2,055 | $127K |
| Hara Capital LLC | 0.08% | No change | 2,050 | $127K |
| Resources Management Corp. /CT/ | 0.02% | No change | 2,055 | $127K |
| MTM Investment Management, LLC | 0.04% | No change | 2,035 | $126K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,030 | $126K |
| Morling Financial Advisors, LLC | 0.04% | No change | 2,011 | $125K |
| Delos Wealth Advisors, LLC | 0.10% | New | 2,000 | $124K |
| Ridgewood Investments LLC | 0.05% | No change | 2,000 | $124K |
| C M Bidwell & Associates Ltd. | 0.06% | No change | 1,980 | $123K |
| Curio Wealth, LLC | 0.05% | Add +63900.0% | 1,920 | $119K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 1,892 | $117K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -20.7% | 1,866 | $116K |
| Y.D. More Investments Ltd | 0.01% | No change | 1,845 | $114K |
| 3Chopt Investment Partners, LLC | 0.03% | Reduce -5.8% | 1,835 | $114K |
| Trust Co | 0.01% | Reduce -18.6% | 1,790 | $111K |
| Capital A Wealth Management, LLC | 1.24% | New | 400 | $111K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,775 | $109K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 1,750 | $109K |
| AllSquare Wealth Management LLC | 0.06% | No change | 1,700 | $105K |
| Capital Investment Counsel, Inc | 0.01% | No change | 1,700 | $105K |
| JDM Financial Group LLC | 0.05% | No change | 1,695 | $105K |
| Hoese & Co LLP | 0.08% | Reduce -14.8% | 1,675 | $104K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,658 | $103K |
| Wood Tarver Financial Group, LLC | 0.03% | No change | 1,635 | $101K |
| Tidemark, LLC | 0.03% | Reduce -1.4% | 1,616 | $100K |
| Gables Capital Management Inc. | 0.05% | Add +33.5% | 1,595 | $99K |
| Rothschild Investment LLC | 0.01% | No change | 1,575 | $98K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -24.4% | 1,574 | $98K |
| S&T Bank | 0.03% | No change | 1,571 | $97K |
| Dunhill Financial, LLC | 0.03% | Reduce -11.5% | 1,543 | $96K |
| BankPlus Trust Department | 0.03% | No change | 1,532 | $95K |
| Mendota Financial Group, LLC | 0.09% | No change | 1,475 | $91K |
| TruNorth Capital Management, LLC | 0.02% | Reduce -19.9% | 1,412 | $88K |
| WFA Asset Management Corp | 0.05% | No change | 1,496 | $88K |
| Redwood Park Advisors LLC | 0.07% | Add +0.4% | 1,405 | $87K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 1,361 | $84K |
| Harbor Asset Planning, Inc. | 0.08% | — | 1,331 | $83K |
| Founders Capital Management | 0.05% | Add +0.1% | 1,280 | $79K |
| Beacon Capital Management, LLC | 0.01% | Reduce -43.5% | 1,274 | $79K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -52.9% | 1,271 | $79K |
| Westside Investment Management, Inc. | 0.01% | Reduce -5.3% | 1,256 | $78K |
| Advantage Trust Co | 0.04% | No change | 1,255 | $78K |
| Promus Capital, LLC | 0.05% | New | 1,222 | $76K |
| Kiker Wealth Management, LLC | 0.04% | Reduce -46.0% | 1,165 | $72K |
| West Oak Capital, LLC | 0.04% | No change | 1,150 | $71K |
| PrairieView Partners, LLC | 0.01% | No change | 1,130 | $70K |
| Park Square Financial Group, LLC | 0.05% | No change | 1,105 | $69K |
| CarsonAllaria Wealth Management, Ltd. | 0.04% | Add +74.4% | 1,102 | $68K |
| Bell Investment Advisors, Inc | 0.01% | New | 1,095 | $68K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,065 | $66K |
| Ogorek Anthony Joseph /NY/ | 0.02% | Reduce -17.0% | 1,060 | $65K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,058 | $65K |
| Flagship Wealth Advisors, LLC | 0.02% | No change | 1,030 | $64K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,022 | $63K |
| Graney & King, LLC | 0.04% | Add +1.2% | 1,020 | $63K |
| Tucker Asset Management LLC | 0.02% | Add +8.6% | 1,012 | $63K |
| Cetera Trust Company, N.A | 0.04% | No change | 1,000 | $62K |
| Moser Wealth Advisors, LLC | 0.03% | Reduce -55.9% | 1,000 | $62K |
| Compass Financial Services Inc | 0.03% | Add +0.3% | 999 | $62K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +13.1% | 990 | $61K |
| Nalls Sherbakoff Group, LLC | 0.04% | Add +0.3% | 965 | $60K |
| Dynamic Wealth Strategies, LLC | 0.04% | No change | 950 | $59K |
| Ballast Advisors LLC | 0.02% | No change | 940 | $58K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 935 | $58K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | No change | 898 | $56K |
| Breakwater Investment Management | 0.02% | No change | 895 | $55K |
| Total Investment Management Inc. | 0.01% | New | 874 | $54K |
| Keener Financial Planning LLC | 0.03% | Add +12.9% | 830 | $51K |
| Roxbury Financial LLC | 0.05% | Add +3.5% | 803 | $50K |
| Aventura Private Wealth, LLC | 0.02% | No change | 791 | $49K |
| Integrity Financial Corp | 0.02% | No change | 775 | $48K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 750 | $47K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 750 | $47K |
| NFSG Corp | 0.01% | Reduce -94.5% | 695 | $43K |
| Olistico Wealth, LLC | 0.02% | No change | 695 | $43K |
| Access Investment Management LLC | 0.01% | — | 675 | $42K |
| FWL Investment Management, LLC | 0.01% | No change | 665 | $41K |
| Delta Asset Management LLC | 0.00% | No change | 665 | $41K |
| LRI Investments, LLC | 0.00% | Reduce -30.9% | 652 | $40K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +324.2% | 649 | $40K |
| True Wealth Design, LLC | 0.01% | No change | 625 | $39K |
| PMV Capital Advisers, LLC | 0.09% | New | 617 | $38K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 607 | $38K |
| Windsor Advisory Group, LLC | 0.05% | New | 575 | $36K |
| Truvestments Capital LLC | 0.01% | Reduce -35.7% | 572 | $35K |
| Evolution Advisers, Inc. | 0.02% | No change | 565 | $35K |
| American Capital Advisory, LLC | 0.02% | No change | 562 | $35K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 540 | $33K |
| Realta Investment Advisors | 0.01% | Reduce -38.4% | 527 | $33K |
| Aristotle Capital Boston, LLC | 0.00% | Reduce -79.8% | 506 | $31K |
| Legacies Wealth LLC | 0.02% | No change | 500 | $31K |
| Bellevue Asset Management, LLC | 0.02% | No change | 500 | $31K |
| MorganRosel Wealth Management, LLC | 0.01% | No change | 500 | $31K |
| Pflug Koory, LLC | 0.01% | No change | 475 | $29K |
| Minot DeBlois Advisors LLC | 0.03% | No change | 435 | $27K |
| DecisionPoint Financial, LLC | 0.01% | No change | 420 | $26K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 407 | $25K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -27.0% | 405 | $25K |
| Investors Research Corp | 0.00% | No change | 405 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -30.4% | 399 | $25K |
| West Branch Capital LLC | 0.01% | Reduce -42.4% | 390 | $24K |
| Covestor Ltd | 0.01% | Add +220.2% | 381 | $24K |
| Evergreen Private Wealth LLC | 0.01% | No change | 378 | $23K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -23.6% | 366 | $23K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 360 | $22K |
| Ryan Investment Management, Inc. | 0.01% | — | 355 | $22K |
| Clarity Asset Management, Inc. | 0.01% | Add +12.3% | 355 | $22K |
| Nova Wealth Management, Inc. | 0.02% | Add +132.7% | 342 | $21K |
| New Millennium Group LLC | 0.01% | Reduce -22.4% | 312 | $19K |
| Painted Porch Advisors LLC | 0.01% | Add +67.6% | 310 | $19K |
| Kilter Group LLC | 0.01% | New | 303 | $19K |
| MGB Wealth Management, LLC | 0.01% | New | 294 | $18K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 290 | $18K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 284 | $18K |
| Quantbot Technologies LP | 0.00% | New | 268 | $17K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -17.2% | 265 | $16K |
| Hurley Capital, LLC | 0.01% | No change | 265 | $16K |
| Kozak & Associates, Inc. | 0.00% | No change | 255 | $16K |
| Cedar Wealth Management, LLC | 0.01% | New | 262 | $16K |
| Pineridge Advisors LLC | 0.01% | Reduce -46.9% | 262 | $16K |
| Peterson Wealth Services | 0.00% | No change | 260 | $16K |
| North Capital, Inc. | 0.01% | No change | 245 | $15K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -13.4% | 233 | $14K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 230 | $14K |
| Front Row Advisors LLC | 0.01% | Reduce -27.4% | 230 | $14K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 220 | $14K |
| PFS Partners, LLC | 0.01% | Add +0.5% | 211 | $13K |
| Marshall & Sullivan Inc. | 0.01% | New | 200 | $12K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 200 | $12K |
| Financial Management Professionals, Inc. | 0.00% | No change | 200 | $12K |
| Grand Wealth Management, LLC | 0.01% | No change | 180 | $11K |
| Cheviot Value Management, LLC | 0.00% | No change | 178 | $11K |
| Kennebec Savings Bank | 0.01% | Reduce -46.7% | 170 | $11K |
| Maryland Capital Advisors Inc. | 0.00% | Reduce -15.2% | 162 | $10K |
| Catherine Avery Investment Management LLC | 0.01% | No change | 155 | $10K |
| Gleason Group, Inc. | 0.00% | No change | 152 | $9K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 150 | $9K |
| WPG Advisers, LLC | 0.01% | Add +464.0% | 141 | $9K |
| Byrne Asset Management LLC | 0.01% | Reduce -28.6% | 125 | $8K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 115 | $7K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 105 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 90 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 76 | $5K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 75 | $5K |
| Howe & Rusling Inc. | 0.00% | No change | 66 | $4K |
| Navigoe, LLC | 0.00% | No change | 80 | $4K |
| Dogwood Wealth Management LLC | 0.00% | New | 60 | $4K |
| Financial Freedom, LLC | 0.00% | No change | 58 | $4K |
| Cardinal Strategic Wealth Guidance | 0.00% | No change | 57 | $4K |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 41 | $3K |
| Hager Investment Management Services, LLC | 0.00% | No change | 35 | $2K |
| Logan Capital Management Inc. | 0.00% | Reduce -84.8% | 25 | $2K |
| Atlantic Private Wealth, LLC | 0.00% | New | 21 | $1K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 20 | $1K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -99.0% | 20 | $1K |
| Eq Wealth Advisors, LLC | 0.00% | Add +12.5% | 18 | $1K |
| Gould Capital, LLC | 0.00% | No change | 16 | $992 |
| Morse Asset Management, Inc | 0.00% | No change | 10 | $620 |
| Luminist Capital LLC | 0.00% | No change | 5 | $314 |
"% 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.