iShares Core S&P Small-Cap EIJRETF
13F holders, Q3 2024 (September 30)2,384holders +74
126new positions
70sold out
6famous investors
$116.56avg. 13F price*
At the end of Q3 2024, 2,384 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, up 74 from Q2 2024. 126 opened new positions and 70 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($4.3B), Bank of America Corp. ($3.6B) and FMR LLC ($2.6B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Core S&P Small-Cap E
- CUSIP
- 464287804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 126 | $325.4M |
| Exits | 70 | $197.6M |
All 13F filers, Q2 2024 → Q3 2024: 24,324,827 shares bought and 15,928,412 shares sold, net +8,396,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,384 holders
| Northwestern Mutual Wealth Management Co. | 3.78% | Add +4.1% | 36,340,416 | $4.3B |
| Bank of America Corp. | 0.32% | Add +1.9% | 31,013,567 | $3.6B |
| FMR LLC | 0.16% | Add +5.9% | 22,136,867 | $2.6B |
| Morgan Stanley | 0.16% | Add +2.5% | 18,670,990 | $2.2B |
| Envestnet Asset Management Inc. | 0.67% | Add +3.8% | 17,767,487 | $2.1B |
| Wells Fargo & Company | 0.46% | Add +1.4% | 16,141,761 | $1.9B |
| LPL Financial LLC | 0.73% | Add +5.2% | 14,006,749 | $1.6B |
| Bank of New York Mellon Corp | 0.30% | Reduce -4.4% | 13,974,141 | $1.6B |
| UBS Group AG | 0.37% | Add +1.4% | 11,333,708 | $1.3B |
| Raymond James & Associates | 0.71% | Add +1.4% | 9,904,939 | $1.2B |
| Goldman Sachs Group Inc. | 0.20% | Reduce -29.9% | 9,074,185 | $1.1B |
| First Command Advisory Services, Inc. | 9.88% | Add +0.8% | 8,751,423 | $1.0B |
| Northern Trust Corp. | 0.16% | Add +3.8% | 8,525,525 | $997.1M |
| Financial Engines Advisors L.L.C. | 2.00% | Reduce -0.8% | 8,196,206 | $958.6M |
| PNC Financial Services Group, Inc. | 0.61% | Reduce -1.2% | 8,143,297 | $952.4M |
| BlackRock, Inc. | 0.02% | — | 7,699,296 | $900.5M |
| Royal Bank of Canada | 0.19% | Reduce -2.0% | 7,299,181 | $853.7M |
| Cresset Asset Management, LLC | 2.72% | Add +4.6% | 5,983,572 | $699.8M |
| Glenmede Trust Co. NA | 3.31% | Add +5.5% | 5,921,479 | $692.6M |
| Ameriprise Financial Inc. | 0.16% | Reduce -3.4% | 5,424,509 | $635.2M |
| US Bancorp \de | 0.78% | Add +0.4% | 5,160,662 | $603.6M |
| Provida Pension Fund Administrator | 12.95% | Reduce -6.0% | 5,079,256 | $594.2M |
| Truist Financial Corp. | 0.92% | Reduce -0.2% | 4,992,636 | $583.9M |
| Baird Financial Group, Inc. | 0.90% | Add +3.8% | 3,955,610 | $462.6M |
| Commonwealth Equity Services, LLC | 0.68% | Add +1.3% | 3,860,464 | $451.5M |
| Northwestern Mutual Investment Management Company, LLC | 10.33% | Add +0.7% | 3,786,018 | $442.8M |
| Raymond James Financial Services Advisors, Inc. | 0.59% | Reduce -0.2% | 3,780,134 | $442.1M |
| Keybank National Association | 1.70% | Add +0.5% | 3,764,664 | $440.3M |
| JPMorgan Chase & Co. | 0.03% | Add +21.9% | 3,649,059 | $426.8M |
| Regions Financial Corp. | 2.95% | Reduce -1.7% | 3,508,022 | $410.3M |
| HighTower Advisors, LLC | 0.52% | Add +0.7% | 3,005,132 | $351.4M |
| Acorns Advisers, LLC | 3.05% | Reduce -0.4% | 2,639,313 | $308.7M |
| Pathstone Holdings, LLC | 1.31% | Add +1.5% | 2,509,399 | $293.5M |
| Circle Wealth Management, LLC | 5.49% | Add +0.0% | 2,115,922 | $247.5M |
| Fifth Third Bancorp | 0.87% | Add +4.6% | 2,055,280 | $240.4M |
| Cerity Partners LLC | 0.53% | Add +9.0% | 2,037,781 | $238.3M |
| Millburn Ridgefield LLC | 6.20% | Reduce -9.2% | 2,023,775 | $236.7M |
| Catalyst Capital Advisors LLC | 5.33% | Reduce -9.2% | 2,023,775 | $236.7M |
| Valeo Financial Advisors, LLC | 6.50% | Add +5.3% | 2,093,376 | $227.5M |
| Alesco Advisors, LLC, An ESL Co | 6.87% | Reduce -1.0% | 1,899,684 | $222.2M |
| Citigroup Inc. | 0.20% | Reduce -0.2% | 1,834,228 | $214.5M |
| Cetera Investment Advisers | 0.46% | Add +2.8% | 1,793,109 | $209.7M |
| Bank of Montreal | 0.10% | Reduce -5.4% | 1,776,080 | $207.0M |
| Wealthspire Advisors, LLC | 2.10% | Add +6.1% | 1,762,984 | $206.2M |
| Mariner, LLC | 0.36% | Add +0.8% | 1,743,125 | $203.9M |
| Haverford Trust Co | 1.96% | Reduce -1.3% | 1,718,794 | $201.0M |
| Modera Wealth Management, LLC | 2.44% | Add +13.0% | 1,636,314 | $191.4M |
| MAI Capital Management | 1.81% | Add +5.5% | 1,619,641 | $189.4M |
| Clark Capital Management Group, Inc. | 1.22% | Add +4.5% | 1,527,630 | $178.7M |
| Stifel Financial Corp. | 0.18% | Add +1.8% | 1,490,908 | $174.4M |
| Jones Financial Companies LLLP | 0.18% | Add +21.2% | 1,482,698 | $173.1M |
| Rockefeller Capital Management L.P. | 0.46% | Add +7.5% | 1,460,978 | $170.9M |
| Moneta Group Investment Advisors LLC | 2.43% | Add +0.9% | 1,432,653 | $167.6M |
| Creative Planning | 0.16% | Reduce -3.5% | 1,416,016 | $165.6M |
| Mesirow Financial Investment Management, Inc. | 3.13% | Add +4.5% | 1,382,237 | $161.7M |
| Bridges Investment Management Inc. | 2.25% | Add +6.3% | 1,378,642 | $161.2M |
| West Coast Financial LLC | 15.83% | Add +0.5% | 1,230,799 | $144.0M |
| State Street Corp. | 0.01% | Reduce -6.2% | 1,199,927 | $140.3M |
| Wealth Enhancement Advisory Services, LLC | 0.30% | Add +1.2% | 1,195,698 | $139.8M |
| Kestra Advisory Services, LLC | 0.75% | Reduce -1.5% | 1,169,357 | $136.8M |
| Osaic Holdings, Inc. | 0.31% | Reduce -21.6% | 1,165,382 | $136.4M |
| Comerica Bank | 0.54% | Reduce -5.2% | 1,163,446 | $136.1M |
| M&T Bank Corp | 0.44% | Reduce -2.4% | 1,134,523 | $132.7M |
| United Capital Financial Advisors, LLC | 1.08% | Add +0.9% | 1,120,532 | $131.1M |
| Nationwide Fund Advisors | 10.23% | Reduce -13.9% | 1,107,397 | $129.5M |
| Federation des caisses Desjardins du Quebec | 0.63% | Reduce -14.6% | 1,086,031 | $127.0M |
| Franklin Resources Inc. | 0.04% | Add +0.8% | 1,078,146 | $126.1M |
| Corient Private Wealth LP | 0.20% | Add +18.5% | 1,071,848 | $125.2M |
| MML Investors Services, LLC | 0.45% | Add +1.6% | 1,052,023 | $123.0M |
| Farmers & Merchants Investments Inc. | 3.58% | Add +1.6% | 983,872 | $115.1M |
| Connecticut Wealth Management, LLC | 5.43% | Add +4.9% | 959,771 | $112.3M |
| Assetmark, Inc. | 0.32% | Reduce -0.0% | 948,034 | $110.9M |
| Bronte Capital Management Pty Ltd. | 8.61% | Add +0.2% | 906,177 | $106.0M |
| Acropolis Investment Management, LLC | 6.29% | Reduce -1.1% | 905,430 | $105.9M |
| Avantax Advisory Services, Inc. | 0.69% | Add +0.8% | 904,356 | $105.8M |
| Bessemer Group Inc. | 0.17% | Reduce -0.3% | 902,562 | $105.6M |
| Oakworth Capital, Inc. | 7.07% | Add +47.9% | 871,730 | $102.0M |
| Sequoia Financial Advisors, LLC | 1.09% | Add +3.3% | 868,939 | $101.6M |
| Beacon Investment Advisory Services, Inc. | 4.12% | Add +1.6% | 846,489 | $99.0M |
| Allworth Financial LP | 0.60% | Add +2.7% | 844,645 | $98.8M |
| Greenleaf Trust | 0.88% | Add +1.7% | 842,043 | $98.5M |
| Venturi Wealth Management, LLC | 5.08% | Add +15751.5% | 828,874 | $96.9M |
| UMB Bank, n.a. | 1.49% | Reduce -2.5% | 820,303 | $95.9M |
| Members Trust Co | 3.11% | Reduce -12.4% | 818,841 | $95.8M |
| Janney Montgomery Scott LLC | 0.26% | Add +1.5% | 802,915 | $93.9M |
| Destination Wealth Management | 2.86% | Add +0.3% | 789,346 | $92.3M |
| Accredited Investors Inc. | 5.20% | Add +1.3% | 776,554 | $90.8M |
| Moss Adams Wealth Advisors LLC | 9.94% | Add +3.8% | 776,534 | $90.8M |
| Bokf, NA | 1.55% | Add +44.3% | 764,885 | $87.2M |
| Captrust Financial Advisors | 0.26% | Add +0.9% | 741,708 | $86.8M |
| BLB&B Advisors, LLC | 4.31% | Reduce -19.2% | 720,585 | $84.3M |
| SigFig Wealth Management, LLC | 2.98% | Reduce -9.9% | 705,027 | $82.2M |
| Steele Capital Management, Inc. | 4.16% | Add +4.1% | 680,915 | $79.6M |
| Sandy Spring Bank | 3.16% | Add +1.6% | 657,293 | $76.9M |
| Glenview Trust Co | 1.47% | Add +2.6% | 655,248 | $76.6M |
| Dynasty Wealth Management, LLC | 2.29% | Add +184.8% | 1,442,047 | $75.9M |
| First Interstate Bank | 4.60% | Add +34.6% | 646,806 | $75.7M |
| Horizon Investments, LLC | 2.00% | Add +242.8% | 644,337 | $75.4M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Reduce -5.9% | 625,736 | $73.2M |
| Whittier Trust Co. | 0.98% | Add +2.5% | 624,209 | $73.0M |
| Sigma Investment Counselors Inc. | 4.10% | Add +0.4% | 597,123 | $69.8M |
| Private Advisor Group, LLC | 0.43% | Add +10.7% | 583,849 | $68.6M |
| Steward Partners Investment Advisory, LLC | 0.63% | Add +3.4% | 586,185 | $68.6M |
| Equitable Holdings, Inc. | 0.65% | Add +3.6% | 576,762 | $67.5M |
| Synovus Financial Corp. | 0.78% | Add +10.4% | 574,216 | $67.2M |
| St. Louis Trust Co | 9.43% | Reduce -0.9% | 573,160 | $67.0M |
| NorthCoast Asset Management LLC | 0.46% | Add +7.0% | 867,507 | $65.0M |
| Full Sail Capital, LLC | 4.16% | Reduce -0.8% | 555,092 | $64.9M |
| Becker Capital Management Inc. | 2.07% | Add +1.4% | 545,671 | $63.8M |
| Ieq Capital, LLC | 0.78% | Add +112.6% | 545,611 | $63.8M |
| Alaska Permanent Capital Management, LLC | 5.02% | Add +0.2% | 542,329 | $63.4M |
| Natixis Advisors, LLC | 0.12% | Reduce -1.1% | 538,106 | $62.9M |
| Atria Wealth Solutions, Inc. | 0.68% | Add +5.3% | 532,708 | $62.3M |
| Stratos Wealth Partners, LTD. | 0.91% | Add +0.0% | 532,674 | $62.3M |
| Klingman & Associates, LLC | 3.85% | Add +2.4% | 531,921 | $62.2M |
| First Business Financial Services, Inc. | 6.20% | Reduce -4.6% | 529,655 | $61.9M |
| Tiaa Trust, National Association | 0.18% | Add +7.4% | 525,226 | $61.4M |
| Voya Investment Management LLC | 0.07% | Add +0.9% | 521,339 | $61.0M |
| NewEdge Advisors, LLC | 0.39% | Add +14.1% | 519,243 | $60.7M |
| One Day In July LLC | 6.72% | Reduce -6.3% | 511,005 | $59.8M |
| Envestnet Portfolio Solutions, Inc. | 0.19% | Add +3.8% | 509,312 | $59.6M |
| Mercer Global Advisors Inc. | 0.14% | Add +1.1% | 513,552 | $59.4M |
| Financial Advisors, LLC | 11.20% | Add +2.7% | 502,419 | $58.8M |
| Vicus Capital | 5.19% | Add +12.2% | 501,108 | $58.6M |
| First National Trust Co | 2.26% | Reduce -1.3% | 499,354 | $58.4M |
| Alberta Investment Management Corp | 0.53% | Add +508.4% | 498,844 | $58.3M |
| Sage Financial Group Inc. | 4.76% | Add +2.3% | 498,022 | $58.2M |
| Quotient Wealth Partners, LLC | 1.90% | Add +1.5% | 493,388 | $57.7M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -0.8% | 490,204 | $57.3M |
| Peapack Gladstone Financial Corp. | 0.82% | Add +8.1% | 486,909 | $57.0M |
| Bangor Savings Bank | 5.29% | Add +2.6% | 480,615 | $56.2M |
| Clearstead Advisors, LLC | 0.87% | Add +3.5% | 478,614 | $56.0M |
| Legacy Wealth Management, LLC | 3.62% | Add +2.8% | 477,610 | $55.9M |
| Wealth Architects, LLC | 6.14% | Add +5.6% | 463,817 | $54.2M |
| Fiduciary Trust Co | 0.76% | Add +0.5% | 463,761 | $54.2M |
| Raymond James Trust N.A. | 1.15% | Add +3.7% | 452,823 | $53.0M |
| Bank of Nova Scotia | 0.11% | No change | 452,600 | $52.9M |
| Brown Brothers Harriman & Co. | 0.36% | Add +426.8% | 451,027 | $52.8M |
| Stockman Wealth Management, Inc. | 7.99% | Add +10.1% | 439,487 | $51.4M |
| Choate Investment Advisors | 1.30% | Add +4.8% | 437,575 | $51.2M |
| Northwest Quadrant Wealth Management, LLC | 11.74% | Add +0.1% | 435,395 | $50.9M |
| Flputnam Investment Management Co. | 0.91% | Reduce -3.9% | 434,315 | $50.8M |
| Victory Capital Management Inc. | 0.05% | Reduce -27.5% | 431,251 | $50.4M |
| Cahaba Wealth Management, Inc. | 4.10% | Add +2.3% | 424,561 | $49.7M |
| Mission Wealth Management, LP | 1.22% | Add +1.3% | 423,355 | $49.5M |
| Sanctuary Advisors, LLC | 0.31% | Reduce -6.5% | 390,321 | $48.8M |
| Alliancebernstein L.P. | 0.02% | Add +26.1% | 414,362 | $48.5M |
| Calamos Wealth Management LLC | 2.51% | Add +4.0% | 411,869 | $48.2M |
| Arrow Financial Corp | 4.44% | Reduce -4.2% | 410,461 | $48.0M |
| Focus Partners Wealth | 0.15% | Reduce -73.2% | 404,997 | $47.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.6% | 399,766 | $46.8M |
| Conning Inc. | 1.59% | Add +0.3% | 393,644 | $46.0M |
| Bartlett & Co. Wealth Management LLC | 0.66% | Add +9.7% | 393,236 | $46.0M |
| CW Advisors, LLC | 0.61% | Add +236.2% | 390,977 | $45.7M |
| WMS Partners, LLC | 2.56% | Reduce -11.7% | 390,029 | $45.6M |
| Ally Financial Inc. | 5.48% | No change | 388,000 | $45.4M |
| Voya Financial Advisors, Inc. | 4.83% | Reduce -1.2% | 384,206 | $44.8M |
| United Bank | 5.14% | Add +3.9% | 377,456 | $44.1M |
| Rebalance, LLC | 3.23% | Add +0.9% | 377,312 | $44.1M |
| Brown Advisory Inc. | 0.06% | Add +39.4% | 376,231 | $44.0M |
| RKL Wealth Management LLC | 3.96% | Add +2.5% | 374,228 | $43.8M |
| Frontier Asset Management, LLC | 14.35% | Add +13.8% | 370,417 | $43.3M |
| HCR Wealth Advisors | 5.63% | Add +1.0% | 367,678 | $43.0M |
| Chesley Taft & Associates LLC | 2.04% | Add +1.1% | 366,264 | $42.8M |
| Valmark Advisers, Inc. | 0.67% | Reduce -0.5% | 364,078 | $42.6M |
| Axxcess Wealth Management, LLC | 1.07% | Add +16.1% | 361,485 | $42.3M |
| Opus Capital Group, LLC | 5.27% | Add +6.0% | 360,294 | $42.1M |
| LVZ, Inc. | 5.34% | Add +4.1% | 357,085 | $41.8M |
| Arcataur Capital Management LLC | 14.12% | Reduce -0.3% | 356,842 | $41.7M |
| Fiera Capital Corp | 0.13% | Add +18.8% | 355,634 | $41.6M |
| Cwm, LLC | 0.18% | Reduce -6.0% | 354,170 | $41.4M |
| Savant Capital, LLC | 0.34% | Reduce -12.1% | 349,156 | $40.8M |
| Graypoint LLC | 2.62% | Add +2.1% | 348,973 | $40.8M |
| Lazard Asset Management LLC | 0.06% | Add +9.2% | 337,886 | $39.5M |
| Fulton Breakefield Broenniman LLC | 2.73% | Add +0.7% | 334,752 | $39.2M |
| Abound Wealth Management | 12.96% | Add +5.5% | 333,749 | $39.0M |
| SilverOak Wealth Management LLC | 8.75% | Add +3.2% | 333,317 | $39.0M |
| Ballentine Partners, LLC | 0.66% | Add +12.9% | 332,004 | $38.8M |
| Albion Financial Group | 2.69% | Reduce -0.5% | 331,069 | $38.7M |
| Ally Invest Advisors Inc. | 3.42% | Reduce -1.2% | 329,844 | $38.6M |
| &partners | 0.74% | Add +46.3% | 328,977 | $38.5M |
| J.Safra Asset Management Corp | 3.60% | Reduce -38.3% | 324,857 | $37.9M |
| Capital Asset Advisory Services LLC | 1.88% | Add +8.6% | 327,579 | $37.5M |
| Legal & General Group Plc | 0.01% | Add +25.2% | 318,194 | $37.2M |
| Colony Family Offices, LLC | 11.49% | Add +32.0% | 316,598 | $37.0M |
| Johnson Investment Counsel Inc. | 0.36% | Add +1.6% | 311,779 | $36.5M |
| Fi3 FINANCIAL ADVISORS, LLC | 14.42% | Add +1.3% | 310,164 | $36.3M |
| Cape Cod Five Cents Savings Bank | 3.31% | Add +0.6% | 309,086 | $36.2M |
| MCF Advisors LLC | 2.54% | Add +4.5% | 309,078 | $36.1M |
| Planning Alternatives Ltd. | 5.45% | Add +0.4% | 306,421 | $35.8M |
| Magnus Financial Group LLC | 3.64% | Add +3.7% | 304,976 | $35.7M |
| Global Retirement Partners, LLC | 1.08% | Add +2.3% | 304,729 | $35.6M |
| Elk River Wealth Management LLC | 6.46% | Add +2.1% | 303,531 | $35.5M |
| Blair William & Co. | 0.10% | Add +10.4% | 301,640 | $35.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.81% | Add +1.9% | 300,185 | $35.1M |
| Marcum Wealth, LLC | 3.25% | Add +8.9% | 298,702 | $34.9M |
| JFS Wealth Advisors, LLC | 2.33% | Add +3.4% | 297,771 | $34.8M |
| Principal Securities, Inc. | 0.84% | Add +20.7% | 295,818 | $34.6M |
| Maple Capital Management, Inc. | 2.63% | Add +12.7% | 295,371 | $34.5M |
| First Merchants Corp. | 1.30% | Reduce -1.3% | 290,023 | $33.9M |
| Oppenheimer & Co. Inc. | 0.51% | Reduce -8.1% | 287,161 | $33.6M |
| Amplius Wealth Advisors, LLC | 3.64% | Add +1131.0% | 285,368 | $33.4M |
| Quadrant Capital Group LLC | 2.27% | Add +3.0% | 279,160 | $32.7M |
| Hudock, Inc. | 5.64% | Add +1.3% | 279,019 | $32.6M |
| Grove Bank & Trust | 4.81% | Reduce -5.0% | 278,416 | $32.6M |
| Graves Light Lenhart Wealth, Inc. | 3.96% | Reduce -14.6% | 275,021 | $32.2M |
| Main Management ETF Advisors, LLC | 1.52% | Reduce -62.0% | 274,130 | $32.1M |
| RTD Financial Advisors, Inc. | 4.03% | Add +2.3% | 272,046 | $31.8M |
| Prudential Financial Inc. | 0.04% | Add +11.9% | 271,317 | $31.7M |
| Wallington Asset Management, LLC | 4.41% | Add +2.2% | 270,448 | $31.6M |
| First Financial Bank - Trust Division | 2.88% | Add +2.8% | 269,198 | $31.5M |
| Financial Counselors Inc. | 0.46% | Add +2.3% | 267,879 | $31.3M |
| Shoker Investment Counsel, Inc. | 10.46% | Reduce -0.3% | 265,867 | $31.1M |
| Obsidian Cio, LLC | 6.52% | Add +5.8% | 265,431 | $31.0M |
| Capital Investment Advisors, LLC | 0.63% | Reduce -1.1% | 262,380 | $30.7M |
| Founders Financial Securities LLC | 2.81% | Add +26.6% | 260,405 | $30.5M |
| Fifth Third Wealth Advisors LLC | 1.86% | Add +20.5% | 259,650 | $30.4M |
| TD Asset Management Inc | 0.03% | New | 260,456 | $30.4M |
| Principle Wealth Partners LLC | 2.15% | Add +64.1% | 259,115 | $30.3M |
| Birch Hill Investment Advisors LLC | 1.42% | Add +10.6% | 258,193 | $30.2M |
| Wealthcare Advisory Partners LLC | 0.86% | Add +13.0% | 257,795 | $30.2M |
| Atlanta Consulting Group Advisors, LLC | 7.47% | Reduce -65.5% | 257,245 | $30.1M |
| NewEdge Wealth, LLC | 0.54% | Add +206.1% | 256,742 | $30.0M |
| Headinvest, LLC | 5.50% | Reduce -1.7% | 253,919 | $29.7M |
| Avidian Wealth Enterprises, LLC | 1.35% | Add +4.4% | 253,429 | $29.6M |
| D.A. Davidson & Co. | 0.24% | Reduce -2.1% | 251,682 | $29.4M |
| Curi Capital, LLC | 0.67% | Reduce -2.5% | 250,849 | $29.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.07% | New | 250,000 | $29.2M |
| CIBC Private Wealth Group LLC | 0.05% | Reduce -23.8% | 245,754 | $28.7M |
| Heck Capital Advisors, LLC | 3.31% | Add +7.7% | 245,245 | $28.7M |
| Ashton Thomas Private Wealth, LLC | 1.52% | Add +2.9% | 243,514 | $28.5M |
| First Financial Bankshares Inc | 0.60% | Add +0.4% | 242,533 | $28.4M |
| Lebenthal Global Advisors, LLC | 5.69% | Add +2.7% | 239,713 | $28.0M |
| Resonant Capital Advisors, LLC | 2.05% | Add +3.0% | 238,813 | $27.9M |
| Alaska Wealth Advisors, LLC | 4.18% | Reduce -3.3% | 238,408 | $27.9M |
| West Paces Advisors Inc. | 6.83% | Reduce -10.1% | 238,322 | $27.9M |
| MBL Wealth, LLC | 3.00% | Add +0.2% | 237,764 | $27.8M |
| Pinnacle Associates Ltd. | 0.47% | Reduce -2.1% | 256,001 | $27.7M |
| Catalyst Financial Partners LLC | 5.40% | Add +15.9% | 236,165 | $27.6M |
| RiverFront Investment Group, LLC | 0.64% | New | 231,040 | $27.0M |
| MassMutual Private Wealth & Trust, FSB | 0.77% | Reduce -6.5% | 231,035 | $27.0M |
| Edge Capital Group, LLC | 1.19% | Reduce -5.0% | 230,433 | $27.0M |
| Harbour Trust & Investment Management Co | 3.07% | Add +4.3% | 230,259 | $26.9M |
| Journey Advisory Group, LLC | 3.22% | No change | 252,110 | $26.9M |
| Trek Financial, LLC | 1.99% | Add +1565.6% | 227,786 | $26.6M |
| Advisory Services Network, LLC | 0.55% | No change | 248,703 | $26.5M |
| Hancock Whitney Corp. | 0.85% | Reduce -0.8% | 225,997 | $26.4M |
| Baron Wealth Management LLC | 12.64% | Add +4.5% | 224,610 | $26.3M |
| Sunflower Bank, N.A. | 7.18% | Add +14.4% | 223,978 | $26.2M |
| Mangrove Partners Im, LLC | 2.56% | No change | 223,300 | $26.1M |
| Guidance Capital, Inc. | 8.16% | Reduce -3.0% | 220,859 | $26.1M |
| Vision Capital Management, Inc. | 3.65% | Reduce -0.2% | 221,310 | $25.9M |
| Northeast Financial Consultants Inc | 1.12% | Add +5.5% | 219,656 | $25.7M |
| BOK Financial Private Wealth, Inc. | 1.86% | Reduce -23.8% | 219,282 | $25.6M |
| Whittier Trust Co. of Nevada Inc. | 0.66% | Add +2.2% | 218,874 | $25.6M |
| Cedar Mountain Advisors, LLC | 5.71% | Add +3.4% | 216,751 | $25.4M |
| Bar Harbor Wealth Management | 1.62% | Add +5.4% | 216,615 | $25.3M |
| Horan Securities, Inc. | 9.79% | Add +2.1% | 216,464 | $25.3M |
| New York Life Investment Management LLC | 0.25% | Add +186.7% | 216,050 | $25.3M |
| Harbor Group, Inc. | 5.75% | Reduce -3.2% | 212,579 | $24.9M |
| 1ST Source Bank | 1.40% | Reduce -1.4% | 211,495 | $24.7M |
| Farther Finance Advisors, LLC | 0.93% | Add +19.9% | 211,493 | $24.7M |
| Citadel Advisors | 0.03% | Add +65.1% | 208,869 | $24.4M |
| Cornerstone Advisory, LLC | 3.21% | Add +3.6% | 208,557 | $24.4M |
| Asio Capital, LLC | 4.62% | Add +0.1% | 208,191 | $24.4M |
| Annex Advisory Services, LLC | 0.77% | Add +5.6% | 204,914 | $24.0M |
| Kelman-Lazarov, Inc. | 4.10% | Add +2.0% | 203,958 | $23.9M |
| IFG Advisors, LLC | 5.08% | Add +5.4% | 203,261 | $23.8M |
| O'Dell Group, LLC | 5.27% | Add +0.3% | 203,122 | $23.8M |
| YHB Investment Advisors, Inc. | 1.96% | Add +4.7% | 202,430 | $23.7M |
| Lowe Brockenbrough & Co. Inc. | 1.51% | Add +21.7% | 202,364 | $23.7M |
| Simmons Bank | 1.71% | Add +1.8% | 202,167 | $23.6M |
| Smith, Moore & Co. | 2.26% | Add +3.8% | 202,067 | $23.6M |
| Pittenger & Anderson Inc. | 0.88% | Reduce -1.8% | 201,671 | $23.6M |
| Nan Shan Life Insurance Co., Ltd. | 0.55% | Add +767.8% | 201,279 | $23.5M |
| Round Rock Advisors LLC | 5.50% | Add +3.0% | 201,087 | $23.5M |
| ESL Trust Services, LLC | 5.33% | Add +0.3% | 201,034 | $23.5M |
| Sigma Planning Corp | 0.71% | Add +7.0% | 199,110 | $23.3M |
| CJM Wealth Advisers, Ltd. | 7.98% | Add +2.5% | 199,098 | $23.3M |
| Sageworth Trust Co | 1.38% | Reduce -0.4% | 198,102 | $23.2M |
| MainStreet Investment Advisors LLC | 3.08% | Reduce -17.8% | 197,993 | $23.2M |
| Pine Ridge Advisers LLC | 2.30% | Add +13.6% | 197,274 | $23.1M |
| Conservest Capital Advisors, Inc. | 2.36% | Add +6.7% | 208,377 | $23.0M |
| Galvin, Gaustad & Stein, LLC | 2.08% | Reduce -1.6% | 196,877 | $23.0M |
| Rehmann Capital Advisory Group | 1.49% | Reduce -3.7% | 194,341 | $22.7M |
| EP Wealth Advisors, LLC | 0.19% | Add +76.3% | 192,954 | $22.6M |
| Legacy Advisors, LLC | 2.44% | Add +13.9% | 192,864 | $22.6M |
| Goelzer Investment Management, Inc. | 1.24% | Reduce -31.3% | 192,726 | $22.5M |
| Summit Financial Strategies, Inc. | 2.52% | Reduce -3.7% | 191,525 | $22.4M |
| BNP Paribas Financial Markets | 0.02% | Add +14.6% | 191,443 | $22.4M |
| Painted Porch Advisors LLC | 11.33% | Add +4.7% | 191,361 | $22.4M |
| Willis Johnson & Associates, Inc. | 1.70% | Add +2.6% | 190,828 | $22.3M |
| Lutz Financial Services LLC | 1.80% | Add +1.8% | 190,103 | $22.2M |
| RMR Wealth Builders | 2.35% | Add +2.9% | 189,906 | $22.2M |
| Capital Analysts, LLC | 0.90% | Add +3.6% | 189,767 | $22.2M |
| PKO Investment Management Joint-Stock Co | 2.73% | Add +563.5% | 189,086 | $22.1M |
| OneDigital Investment Advisors LLC | 0.25% | Add +3.4% | 188,904 | $22.1M |
| Truefg, LLC | 7.17% | Add +1.8% | 187,607 | $21.9M |
| World Investment Advisors | 0.69% | Add +23.0% | 186,994 | $21.9M |
| Executive Wealth Management, LLC | 1.70% | New | 185,636 | $21.7M |
| Dechtman Wealth Management, LLC | 4.43% | Reduce -1.4% | 185,065 | $21.6M |
| Crescent Grove Advisors, LLC | 2.20% | Reduce -3.1% | 184,455 | $21.6M |
| Navalign, LLC | 6.29% | Add +2.8% | 182,563 | $21.4M |
| Dynamic Advisor Solutions LLC | 0.64% | Reduce -0.7% | 182,555 | $21.4M |
| Nottingham Advisors, Inc. | 2.36% | Reduce -3.1% | 182,311 | $21.3M |
| Roth Financial Partners LLC | 8.47% | Reduce -0.1% | 181,405 | $21.2M |
| Compton Financial Group, LLC | 6.32% | Add +19.3% | 179,003 | $20.9M |
| Ritter Daniher Financial Advisory LLC / DE | 6.06% | Add +1.4% | 178,297 | $20.9M |
| Citizens Financial Group Inc. | 0.42% | Add +33.3% | 176,487 | $20.6M |
| Pinnacle Financial Partners Inc | 0.41% | Add +0.1% | 176,433 | $20.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.96% | Add +0.4% | 175,692 | $20.5M |
| Bleakley Financial Group, LLC | 0.62% | Reduce -0.1% | 173,653 | $20.3M |
| Trifecta Capital Advisors, LLC | 4.25% | Add +1.6% | 173,467 | $20.3M |
| EFG Asset Management (Americas) Corp. | 3.97% | New | 173,292 | $20.3M |
| King Wealth Management Group | 3.13% | Add +3.3% | 171,835 | $20.1M |
| Proathlete Wealth Management LLC | 8.23% | Add +4.4% | 170,783 | $20.0M |
| Evergreen Advisors, LLC | 5.51% | Add +2.3% | 170,633 | $20.0M |
| Perigon Wealth Management, LLC | 0.54% | Add +1.7% | 169,946 | $19.9M |
| Smithfield Trust Co | 0.97% | Reduce -0.3% | 168,640 | $19.7M |
| Fort Henry Capital, LLC | 13.40% | Add +2.2% | 168,333 | $19.7M |
| Twele Capital Management, Inc. | 4.13% | Add +2.2% | 168,186 | $19.7M |
| Royal Fund Management, LLC | 1.39% | New | 167,919 | $19.6M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -8.2% | 167,801 | $19.6M |
| Baron Silver Stevens Financial Advisors, LLC | 3.40% | Add +2.5% | 166,559 | $19.5M |
| Bank of Stockton | 5.87% | Reduce -5.0% | 166,380 | $19.5M |
| Summit Asset Management, LLC | 2.22% | Add +2.8% | 166,249 | $19.4M |
| EPIQ Capital Group, LLC | 5.59% | Add +31.1% | 166,217 | $19.4M |
| Fusion Family Wealth, LLC | 1.78% | Add +0.1% | 165,452 | $19.4M |
| FineMark National Bank & Trust | 0.67% | Add +2.2% | 165,372 | $19.3M |
| CWS Financial Advisors, LLC | 6.81% | Reduce -0.4% | 164,460 | $19.2M |
| jvl associates llc | 7.30% | Reduce -4.6% | 161,951 | $18.9M |
| Enzi Wealth | 7.38% | Add +3.0% | 161,297 | $18.9M |
| Prime Capital Investment Advisors, LLC | 0.27% | Reduce -2.7% | 160,672 | $18.8M |
| Valley Forge Investment Consultants Inc. Adv | 6.55% | Add +1.0% | 160,546 | $18.8M |
| Verus Capital Partners, LLC | 1.83% | Add +2.4% | 159,653 | $18.7M |
| Jane Street Group, LLC | 0.03% | Add +316.1% | 159,539 | $18.7M |
| WASHINGTON TRUST Co | 0.65% | Add +6.0% | 159,245 | $18.6M |
| Yousif Capital Management, LLC | 0.20% | Reduce -8.5% | 158,676 | $18.6M |
| Litman Gregory Wealth Management LLC | 1.55% | Add +11.5% | 158,404 | $18.5M |
| Vantage Financial Partners, LLC | 4.59% | Reduce -22.3% | 158,306 | $18.5M |
| New England Professional Planning Group Inc. | 9.05% | Add +1.1% | 156,404 | $18.3M |
| Prio Wealth Limited Partnership | 0.53% | Add +2.2% | 155,159 | $18.1M |
| Oakwell Private Wealth Management, LLC | 5.20% | Reduce -6.2% | 154,656 | $18.1M |
| Argent Trust Co | 0.75% | Add +6.4% | 154,646 | $18.1M |
| LBMC Investment Advisors, LLC | 1.42% | Add +1.0% | 154,078 | $18.0M |
| Paradigm, Strategies in Wealth Management, LLC | 11.67% | Add +0.9% | 153,409 | $17.9M |
| Concurrent Investment Advisors, LLC | 0.53% | Add +16.2% | 153,390 | $17.9M |
| McKinley Carter Wealth Services, Inc. | 1.08% | Add +13.2% | 153,154 | $17.9M |
| Choreo, LLC | 0.26% | Add +65.6% | 153,581 | $17.7M |
| Summit Financial Wealth Advisors, LLC | 3.32% | Add +3.5% | 151,330 | $17.7M |
| Journey Strategic Wealth LLC | 0.64% | Add +2.6% | 150,440 | $17.6M |
| Gladstone Institutional Advisory LLC | 0.86% | Add +4.5% | 150,176 | $17.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 150,000 | $17.5M |
| Proffitt & Goodson Inc. | 2.87% | Reduce -5.8% | 149,930 | $17.5M |
| Beacon Pointe Advisors, LLC | 0.20% | Reduce -5.9% | 149,817 | $17.5M |
| NewSquare Capital LLC | 1.39% | Add +51.0% | 152,980 | $17.5M |
| LGL Partners, LLC | 2.46% | Add +0.2% | 149,643 | $17.5M |
| Transamerica Financial Advisors, LLC | 1.71% | Reduce -0.5% | 149,629 | $17.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.40% | Reduce -11.3% | 149,453 | $17.5M |
| Whitcomb & Hess, Inc. | 5.19% | Reduce -1.3% | 149,277 | $17.5M |
| TD Private Client Wealth LLC | 0.50% | Reduce -2.8% | 149,063 | $17.4M |
| Lake Street Advisors Group, LLC | 0.81% | Reduce -12.7% | 148,974 | $17.4M |
| Cambridge Capital Management, LLC | 11.46% | Add +7.6% | 148,877 | $17.4M |
| Marietta Wealth Management, LLC | 2.53% | Add +3.1% | 148,805 | $17.4M |
| Apollon Wealth Management, LLC | 0.49% | Reduce -3.6% | 148,077 | $17.3M |
| Hilltop Wealth Advisors, LLC | 8.08% | Add +0.9% | 147,998 | $17.3M |
| Mackenzie Financial Corp. | 0.02% | Add +10.5% | 146,570 | $17.1M |
| Ameritas Advisory Services, LLC | 0.74% | Reduce -2.9% | 146,043 | $17.1M |
| Bristlecone Advisors, LLC | 1.37% | Add +3.0% | 145,931 | $17.1M |
| Ironwood Wealth Management, Inc. | 8.31% | Reduce -0.5% | 146,406 | $17.0M |
| Trust Co. of Vermont | 0.84% | Add +1.7% | 143,930 | $16.8M |
| Legacy Financial Strategies, LLC | 3.71% | Add +4.1% | 143,882 | $16.8M |
| Flagstar Securities, Inc. | 4.21% | Add +0.6% | 142,130 | $16.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.4% | 142,014 | $16.6M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -1.1% | 141,565 | $16.6M |
| HB Wealth Management, LLC | 0.18% | Add +75.4% | 141,176 | $16.5M |
| XML Financial, LLC | 1.53% | Add +2.5% | 141,105 | $16.5M |
| Rwa Wealth Partners, LLC | 0.20% | Reduce -0.8% | 140,390 | $16.4M |
| Cumberland Advisors Inc. | 6.50% | Reduce -3.8% | 139,805 | $16.4M |
| Pegasus Partners Ltd. | 1.52% | Reduce -1.0% | 138,929 | $16.2M |
| Dakota Wealth Management | 0.37% | Reduce -1.3% | 138,684 | $16.2M |
| Apexium Financial, LP | 1.06% | Add +10.8% | 137,882 | $16.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.44% | Reduce -1.4% | 137,718 | $16.1M |
| Lido Advisors, LLC | 0.12% | Reduce -5.2% | 136,913 | $16.0M |
| Guidance Point Advisors, LLC | 4.86% | Add +1.6% | 136,855 | $16.0M |
| Chicago Partners Investment Group LLC | 0.57% | Add +1.5% | 139,441 | $16.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.2% | 136,044 | $15.9M |
| ProVise Management Group, LLC | 1.26% | Add +1.1% | 135,939 | $15.9M |
| Madison Asset Management, LLC | 0.18% | Add +7.2% | 134,117 | $15.7M |
| Capital Advantage, Inc. | 3.00% | Reduce -2.1% | 133,978 | $15.7M |
| Meridian Management Co. | 3.97% | Add +6.3% | 133,717 | $15.6M |
| Mason Street Advisors, LLC | 1.90% | Reduce -30.8% | 133,700 | $15.6M |
| Human Investing LLC | 2.82% | Add +0.6% | 133,214 | $15.6M |
| Hardy Reed LLC | 1.39% | No change | 132,383 | $15.5M |
| Blue Square Asset Management, LLC | 8.30% | Add +17.3% | 132,130 | $15.5M |
| FFT Wealth Management LLC | 1.17% | Add +1.6% | 131,676 | $15.4M |
| Towercrest Capital Management | 2.48% | Reduce -1.9% | 131,548 | $15.4M |
| Wellspring Financial Advisors, LLC | 1.83% | Add +2.1% | 458,915 | $15.4M |
| Fairhaven Wealth Management, LLC | 4.69% | Reduce -1.4% | 131,022 | $15.3M |
| Wilmington Savings Fund Society, FSB | 0.27% | Add +114.7% | 130,875 | $15.3M |
| Venture Visionary Partners LLC | 0.67% | Reduce -3.6% | 129,633 | $15.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.03% | Add +6.7% | 129,100 | $15.1M |
| Orion Porfolio Solutions, LLC | 0.15% | Reduce -3.0% | 129,046 | $15.1M |
| Orion Portfolio Solutions, LLC | 0.15% | Reduce -3.0% | 129,046 | $15.1M |
| Ellenbecker Investment Group | 2.85% | Add +1.1% | 128,693 | $15.1M |
| Marino, Stram & Associates LLC | 3.36% | Add +0.9% | 128,555 | $15.0M |
| LTG Capital LLC | 12.44% | Add +3.5% | 127,859 | $15.0M |
| Fiducient Advisors LLC | 1.72% | Add +5.3% | 127,367 | $14.9M |
| Encompass Wealth Advisors, LLC | 3.74% | Add +1.5% | 126,981 | $14.9M |
| Heritage Investment Group, Inc. | 2.81% | Add +3.3% | 126,378 | $14.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.09% | Add +9.8% | 126,257 | $14.8M |
| Embree Financial Group | 2.62% | Add +2.1% | 125,684 | $14.7M |
| GFS Advisors, LLC | 3.11% | Add +567695.4% | 124,915 | $14.6M |
| Francis Financial, Inc. | 3.84% | Add +4.7% | 124,233 | $14.5M |
| Bailard, Inc. | 0.38% | Add +4.2% | 123,740 | $14.5M |
| Laurel Wealth Advisors LLC | 2.32% | Add +3.4% | 123,358 | $14.4M |
| Boston Financial Mangement LLC | 0.43% | Add +1.8% | 123,109 | $14.4M |
| St Germain D J Co. Inc. | 0.66% | Add +6043.3% | 122,928 | $14.4M |
| Lodestar Private Asset Management LLC | 1.83% | Add +4.8% | 122,653 | $14.3M |
| Iowa State Bank | 2.94% | Add +12.9% | 122,086 | $14.3M |
| First Citizens Bank & Trust Co. | 0.31% | Add +10.3% | 121,939 | $14.3M |
| Verum Partners LLC | 4.18% | Add +4.8% | 121,566 | $14.2M |
| Arkos Global Advisors | 2.06% | Add +4.7% | 121,511 | $14.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.14% | Add +127.2% | 120,114 | $14.0M |
| Wealthspire Retirement, LLC | 1.13% | Add +0.1% | 119,155 | $13.9M |
| Oppenheimer Asset Management Inc. | 0.17% | Reduce -50.8% | 119,054 | $13.9M |
| Houlihan Financial Resource Group, Ltd. | 5.71% | New | 118,136 | $13.8M |
| Obsidian Personal Planning Solutions LLC | 7.20% | Add +10.4% | 120,940 | $13.8M |
| Capital Advisors Inc. | 0.28% | Add +3.8% | 117,657 | $13.8M |
| FSM Wealth Advisors, LLC | 3.65% | Add +12.3% | 117,615 | $13.8M |
| Select Asset Management & Trust | 5.06% | Reduce -3.1% | 117,450 | $13.7M |
| Neumann Capital Management, LLC | 4.56% | Reduce -2.8% | 117,136 | $13.7M |
| Centerpoint Advisors, LLC | 4.76% | Add +0.9% | 116,987 | $13.7M |
| Community Bank, N.A. | 1.72% | Reduce -0.1% | 116,540 | $13.6M |
| Main Management LLC | 1.12% | Reduce -46.4% | 116,505 | $13.6M |
| Norris Perne & French LLP | 0.94% | Add +1.6% | 116,352 | $13.6M |
| Vishria Bird Financial Group, LLC | 5.16% | Reduce -0.0% | 116,349 | $13.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +36.3% | 116,500 | $13.6M |
| Morris Financial Concepts, Inc. | 5.82% | Add +4.5% | 115,901 | $13.6M |
| Regal Investment Advisors LLC | 0.95% | Reduce -3.5% | 115,814 | $13.5M |
| Money Concepts Capital Corp. | 1.03% | Reduce -0.2% | 115,530 | $13.5M |
| Investment Advisory Group, LLC | 4.68% | Add +5.2% | 115,426 | $13.5M |
| JNBA Financial Advisors | 1.36% | Reduce -1.9% | 115,392 | $13.5M |
| HWG Holdings LP | 4.64% | Add +29748.5% | 115,215 | $13.5M |
| Richard W. Paul & Associates, LLC | 4.84% | Add +5.5% | 115,138 | $13.5M |
| Ancora Advisors LLC | 0.31% | Add +10.9% | 115,066 | $13.5M |
| First Bank & Trust | 2.54% | Add +0.2% | 114,405 | $13.4M |
| John W. Brooker & Co., CPAs | 6.14% | Add +2.2% | 114,283 | $13.4M |
| Omega Financial Group, LLC | 5.06% | Add +7.9% | 114,230 | $13.4M |
| FinTrust Capital Advisors, LLC | 2.24% | Reduce -0.2% | 112,951 | $13.2M |
| Segall Bryant & Hamill, LLC | 0.18% | New | 112,059 | $13.1M |
| Fiduciary Alliance LLC | 1.73% | Add +13.7% | 111,146 | $13.0M |
| McAdam, LLC | 0.73% | Add +4966.5% | 110,856 | $13.0M |
| Dimension Capital Management LLC | 2.44% | Add +11.7% | 110,693 | $12.9M |
| Traynor Capital Management, Inc. | 1.05% | Add +59.4% | 110,665 | $12.9M |
| Nations Financial Group Inc, /Ia/ | 0.94% | Reduce -3.0% | 110,457 | $12.9M |
| Salomon & Ludwin, LLC | 1.31% | Reduce -6.5% | 110,269 | $12.9M |
| Divergent Wealth Advisors | 2.36% | Add +1.0% | 110,301 | $12.9M |
| Cim Investment Management Inc. | 3.80% | Reduce -0.5% | 109,813 | $12.8M |
| Keener Financial Planning LLC | 8.41% | Reduce -7.0% | 109,795 | $12.8M |
| Cary Street Partners Investment Advisory LLC | 0.47% | Add +1.8% | 109,770 | $12.8M |
| Sax Wealth Advisors, LLC | 1.14% | Reduce -5.4% | 109,435 | $12.8M |
| CFS Investment Advisory Services, LLC | 1.07% | Add +3.6% | 109,394 | $12.8M |
| Ironwood Financial, llc | 2.69% | Add +7.0% | 109,362 | $12.8M |
| Common Fund for Nonprofit Organizations | 1.53% | New | 109,111 | $12.8M |
| Peninsula Asset Management Inc. | 6.41% | Add +0.7% | 108,703 | $12.7M |
| Financial Advocates Investment Management | 0.71% | Add +20.2% | 99,771 | $12.6M |
| Crestwood Advisors Group, LLC | 0.24% | Add +1.1% | 107,662 | $12.6M |
| Concourse Financial Group Securities, Inc. | 0.75% | Reduce -4.9% | 107,216 | $12.5M |
| Ironwood Wealth Management, LLC. | 3.77% | Add +4.9% | 107,132 | $12.5M |
| Fiduciary Group, LLC | 1.26% | Add +2.5% | 106,461 | $12.5M |
| Evergreen Capital Management LLC | 0.42% | Reduce -2.4% | 106,375 | $12.4M |
| Insight Wealth Strategies, LLC | 1.64% | Add +1.2% | 106,325 | $12.4M |
| Evermay Wealth Management LLC | 1.99% | Reduce -3.1% | 105,680 | $12.4M |
| TBH Global Asset Management, LLC | 2.69% | Reduce -12.5% | 105,513 | $12.3M |
| Spire Wealth Management | 0.42% | Reduce -1.0% | 105,319 | $12.3M |
| Financial Management Network Inc. | 2.58% | Add +5.8% | 106,370 | $12.3M |
| Palisades Hudson Asset Management, L.P. | 5.19% | Add +0.2% | 105,190 | $12.3M |
| Halpern Financial, Inc. | 3.16% | Add +3.2% | 106,988 | $12.3M |
| Teamwork Financial Advisors, LLC | 1.70% | Add +2082.7% | 105,052 | $12.3M |
| Asset Allocation Strategies LLC | 3.49% | Reduce -11.9% | 104,838 | $12.3M |
| Courier Capital LLC | 0.84% | Add +8.2% | 104,779 | $12.3M |
| Liquid Strategies, LLC | 2.92% | Add +5.8% | 104,439 | $12.2M |
| Ironsides Asset Advisors, LLC | 3.53% | Add +0.8% | 103,881 | $12.1M |
| Global Wealth Management, LLC | 8.15% | — | 102,953 | $12.0M |
| Johnson Financial Group, Inc. | 0.55% | Add +275.9% | 102,453 | $12.0M |
| McGuire Investment Group, LLC | 1.68% | Reduce -0.4% | 102,266 | $12.0M |
| Operose Advisors LLC | 3.87% | Reduce -10.4% | 102,244 | $12.0M |
| Global Strategic Investment Solutions, LLC | 1.39% | Reduce -1.4% | 101,940 | $11.9M |
| Merit Financial Group, LLC | 0.27% | Add +60.9% | 101,886 | $11.9M |
| First Horizon Advisors, Inc. | 0.33% | Reduce -5.3% | 100,980 | $11.8M |
| Cranbrook Wealth Management, LLC | 2.68% | Reduce -2.3% | 100,500 | $11.8M |
| One Capital Management, LLC | 0.37% | Reduce -3.1% | 99,873 | $11.7M |
| Bryant Woods Investment Advisors, LLC | 5.93% | Reduce -28.6% | 99,524 | $11.6M |
| Exchange Capital Management, Inc. | 1.84% | Reduce -6.4% | 99,045 | $11.6M |
| Bank of Hawaii | 0.48% | No change | 98,785 | $11.6M |
| Tarbox Family Office, Inc. | 1.89% | Reduce -1.2% | 98,784 | $11.6M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -1.4% | 98,748 | $11.5M |
| Waterway Wealth Management, LLC | 4.93% | Add +0.1% | 98,184 | $11.5M |
| Okabena Investment Services Inc. | 3.23% | Reduce -25.0% | 97,796 | $11.4M |
| AE Wealth Management LLC | 0.10% | Reduce -3.5% | 97,784 | $11.4M |
| Good Life Advisors, LLC | 0.70% | Add +122.9% | 97,614 | $11.4M |
| Quantitative Strategies, Inc. | 6.05% | Add +46.6% | 97,529 | $11.4M |
| Benchmark Financial Wealth Advisors, LLC | 3.80% | Reduce -0.9% | 97,469 | $11.4M |
| Harbour Investments, Inc. | 0.34% | Add +1.7% | 96,876 | $11.3M |
| Evernest Financial Advisors, LLC | 3.04% | Add +5.0% | 96,485 | $11.3M |
| Councilor Wealth, LLC | 5.47% | Add +0.5% | 95,713 | $11.2M |
| CFO4Life Group, LLC | 1.98% | Add +0.8% | 95,539 | $11.2M |
| Per Stirling Capital Management, LLC. | 1.54% | Reduce -1.7% | 95,167 | $11.1M |
| Tortoise Investment Management, LLC | 1.16% | Add +3.7% | 94,868 | $11.1M |
| PACK Private Wealth, LLC | 6.28% | Add +1.7% | 94,733 | $11.1M |
| Townsend & Associates, Inc | 1.14% | Reduce -1.5% | 96,568 | $11.1M |
| Aft, Forsyth & Sober, LLC | 3.63% | Reduce -0.6% | 94,275 | $11.0M |
| TFO Wealth Partners, LLC | 2.06% | Add +0.4% | 93,984 | $11.0M |
| Pettinga Financial Advisors LLC | 2.59% | Reduce -0.5% | 93,606 | $10.9M |
| Sprinkle Financial Consultants LLC | 7.75% | Add +1.1% | 92,615 | $10.8M |
| Summit Trail Advisors, LLC | 0.27% | Add +0.0% | 92,578 | $10.8M |
| Great Valley Advisor Group, Inc. | 0.27% | Add +2.1% | 92,517 | $10.8M |
| Cahill Wealth Management, LLC | 5.54% | Add +5.0% | 91,843 | $10.7M |
| Shulman DeMeo Asset Management LLC | 2.63% | Reduce -0.5% | 91,743 | $10.7M |
| Mgo One Seven LLC | 0.46% | Add +59.9% | 90,960 | $10.6M |
| Pachira Investments Inc. | 8.18% | Reduce -0.7% | 90,815 | $10.6M |
| Cutler Investment Counsel LLC | 1.34% | Add +68.1% | 90,652 | $10.6M |
| CoreCap Advisors, LLC | 0.50% | New | 90,444 | $10.6M |
| Condor Capital Management | 0.95% | Add +1.5% | 90,196 | $10.5M |
| Heron Bay Capital Management | 2.22% | Add +3.8% | 90,109 | $10.5M |
| Long Run Wealth Advisors, LLC | 2.48% | Reduce -5.2% | 89,986 | $10.5M |
| Consilio Wealth Advisors, LLC | 4.33% | Reduce -0.8% | 89,696 | $10.5M |
| Fifth Third Securities, Inc. | 0.99% | Reduce -2.0% | 89,375 | $10.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.57% | Reduce -0.4% | 89,046 | $10.4M |
| Topel & Distasi Wealth Management, LLC | 4.31% | Add +1.5% | 88,911 | $10.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.29% | Add +19.1% | 87,573 | $10.2M |
| Smith Chas P & Associates Pa Cpas | 0.57% | Reduce -4.2% | 87,125 | $10.2M |
| Private Capital Management LLC | 1.82% | Reduce -11.5% | 85,865 | $10.0M |
| Nwam LLC | 0.61% | New | 85,509 | $10.0M |
| HighMark Wealth Management LLC | 5.44% | Add +0.2% | 84,896 | $9.9M |
| Fairway Wealth LLC | 5.03% | Add +13.8% | 84,726 | $9.9M |
| Kickstand Ventures, Llc. | 2.52% | Reduce -23.0% | 84,474 | $9.9M |
| IFG Advisory, LLC | 0.63% | Add +1.7% | 84,094 | $9.8M |
| Neuberger Berman Group LLC | 0.01% | Add +4.7% | 83,967 | $9.8M |
| Burke & Herbert Bank & Trust Co. | 2.28% | Reduce -0.2% | 83,643 | $9.8M |
| Retirement Systems of Alabama | 0.04% | No change | 83,530 | $9.8M |
| Bright Financial Advisors, Inc. | 6.20% | Add +2.0% | 83,391 | $9.8M |
| Crewe Advisors LLC | 1.12% | Add +23.3% | 82,664 | $9.7M |
| Texas Yale Capital Corp. | 0.42% | Add +5.2% | 82,536 | $9.7M |
| Frisch Financial Group, Inc. | 2.90% | Add +0.3% | 82,514 | $9.7M |
| Benjamin Edwards Inc. | 0.14% | Add +12734.9% | 82,015 | $9.6M |
| HSBC Holdings PLC | 0.01% | Reduce -51.3% | 82,023 | $9.6M |
| SkyOak Wealth, LLC | 2.12% | Reduce -4.5% | 81,956 | $9.6M |
| Canvas Wealth Advisors, LLC | 2.63% | Add +9.9% | 81,299 | $9.5M |
| Caldwell Trust Co | 0.99% | Add +1.3% | 80,999 | $9.5M |
| Clifford Swan Investment Counsel LLC | 0.34% | Add +4.9% | 80,975 | $9.5M |
| GHP Investment Advisors, Inc. | 0.43% | Add +0.3% | 80,907 | $9.5M |
| Pathway Financial Advisors LLC | 2.42% | Add +9.6% | 80,544 | $9.4M |
| Nikulski Financial, Inc. | 2.82% | Add +1.4% | 80,495 | $9.4M |
| Certified Advisory Corp | 1.04% | Reduce -0.4% | 79,940 | $9.3M |
| Legacy Private Trust Co. | 0.62% | Add +2.4% | 79,472 | $9.3M |
| Kingsview Wealth Management, LLC | 0.20% | Add +3.3% | 79,432 | $9.3M |
| Park Avenue Securities LLC | 0.10% | Add +12.6% | 79,403 | $9.3M |
| Trilogy Capital Inc. | 0.47% | Add +2.4% | 79,153 | $9.3M |
| Matrix Private Capital Group LLC | 5.33% | Add +2.6% | 79,072 | $9.2M |
| IFP Advisors, Inc | 0.33% | Add +6.7% | 78,682 | $9.2M |
| 4Thought Financial Group Inc. | 5.64% | Reduce -6.4% | 78,205 | $9.1M |
| Sowell Financial Services LLC | 0.42% | Reduce -3.5% | 77,239 | $9.0M |
| IHT Wealth Management, LLC | 0.26% | Add +19.2% | 76,672 | $9.0M |
| Betterment LLC | 0.02% | Reduce -10.7% | 77,122 | $9.0M |
| Camden National Bank | 1.29% | Reduce -0.5% | 76,949 | $9.0M |
| JT Stratford LLC | 1.54% | Add +1.8% | 76,723 | $9.0M |
| Quattro Financial Advisors LLC | 2.53% | Add +17.3% | 76,990 | $9.0M |
| Crestmont Private Wealth LLC | 3.91% | Add +1.1% | 76,493 | $8.9M |
| Southern Capital Advisors, LLC | 5.00% | Add +6.7% | 75,939 | $8.9M |
| Ellis Investment Partners, LLC | 1.72% | Reduce -4.0% | 75,505 | $8.8M |
| Somnio Financial Group, LLC | 7.17% | Add +2.3% | 75,155 | $8.8M |
| Boston Research & Management Inc. | 2.04% | Add +1.1% | 74,785 | $8.7M |
| CENTRAL TRUST Co | 0.20% | Reduce -5.8% | 74,499 | $8.7M |
| Keel Point, LLC | 0.72% | Add +31.1% | 74,398 | $8.7M |
| Legacy Trust | 1.99% | Reduce -0.4% | 73,988 | $8.7M |
| Tandem Wealth Advisors LLC | 4.37% | Reduce -0.3% | 73,790 | $8.6M |
| Pps&v Asset Management Consultants, Inc. | 5.89% | Add +1.3% | 73,455 | $8.6M |
| Rossmore Private Capital | 1.05% | Add +7.9% | 72,959 | $8.5M |
| CVA Family Office, LLC | 1.38% | Reduce -0.7% | 72,542 | $8.5M |
| Roble, Belko & Company, Inc | 1.33% | Add +3.7% | 72,334 | $8.5M |
| Avior Wealth Management, LLC | 0.34% | Reduce -16.5% | 72,328 | $8.5M |
| Parallel Advisors, LLC | 0.20% | Add +6.3% | 72,165 | $8.4M |
| Enclave Advisors LLC | 1.43% | — | 72,152 | $8.4M |
| Keebeck Wealth Management | 1.22% | Reduce -0.1% | 71,920 | $8.4M |
| Pacific Financial Group Inc. | 6.11% | Reduce -10.3% | 71,280 | $8.3M |
| Citizens National Bank Trust Department | 1.75% | Reduce -0.8% | 71,237 | $8.3M |
| Alley Investment Management Company, LLC | 1.05% | Add +23.1% | 70,929 | $8.3M |
| Capital Investment Advisory Services, LLC | 0.78% | Add +6.3% | 70,693 | $8.3M |
| Magnolia Wealth Management, LLC | 5.85% | Reduce -2.9% | 70,419 | $8.2M |
| Arcadia Investment Advisors LLC | 4.41% | Add +2.2% | 70,316 | $8.2M |
| Phillips Financial Management, LLC | 0.64% | Reduce -12.8% | 70,075 | $8.2M |
| F/m Investments LLC | 0.26% | Reduce -13.9% | 70,037 | $8.2M |
| Schneider Downs Wealth Management Advisors, LP | 1.67% | Add +3.0% | 69,874 | $8.2M |
| Canal Capital Management, LLC | 1.30% | Reduce -44.8% | 69,816 | $8.2M |
| Patriot Financial Group Insurance Agency, LLC | 1.09% | Add +2.9% | 69,621 | $8.1M |
| Harbor Advisory Corp. | 2.66% | Reduce -0.2% | 69,573 | $8.1M |
| White Pine Investment CO | 2.22% | Add +0.0% | 69,035 | $8.1M |
| Partnership Wealth Management, LLC | 5.68% | Add +134.0% | 68,795 | $8.0M |
| Plan Group Financial, LLC | 4.24% | Reduce -4.8% | 68,668 | $8.0M |
| Strategic Financial Partners, Ltd. | 4.10% | Reduce -25.8% | 68,652 | $8.0M |
| Schonfeld Strategic Advisors LLC | 0.07% | Reduce -34.2% | 68,467 | $8.0M |
| Buck Wealth Strategies, LLC | 2.52% | Reduce -4.4% | 68,442 | $8.0M |
| Richwood Investment Advisors, LLC | 6.62% | Reduce -1.3% | 68,435 | $8.0M |
| Watts Gwilliam & Co., LLC | 1.74% | — | 69,766 | $8.0M |
| Meridian Financial Advisors, LLC | 5.31% | Add +0.2% | 68,015 | $8.0M |
| Tectonic Advisors LLC | 0.52% | Add +5.0% | 67,920 | $7.9M |
| Bell Investment Advisors, Inc | 1.45% | Reduce -5.3% | 67,808 | $7.9M |
| Soltis Investment Advisors LLC | 0.77% | Add +2.5% | 67,746 | $7.9M |
| RFP Financial Group LLC | 2.58% | Add +104.4% | 67,660 | $7.9M |
| Howe & Rusling Inc. | 0.68% | Reduce -0.4% | 67,527 | $7.9M |
| Jefferies Financial Group Inc. | 0.14% | Add +52.8% | 67,349 | $7.9M |
| Orrstown Financial Services Inc. | 2.33% | New | 67,301 | $7.9M |
| Olympus Wealth Management, LLC | 2.70% | New | 125,911 | $7.8M |
| CCG Wealth Management, LLC | 4.38% | Add +4.1% | 66,950 | $7.8M |
| Moody National Bank Trust Division | 0.84% | No change | 66,855 | $7.8M |
| Emergent Wealth Advisors, LLC | 5.78% | Add +50.2% | 66,691 | $7.8M |
| Burkett Financial Services, LLC | 3.22% | Add +3.7% | 66,642 | $7.8M |
| Kure Advisory, LLC | 6.97% | Add +1.5% | 66,549 | $7.8M |
| Peak Financial Management, Inc. | 2.28% | Add +1.4% | 66,335 | $7.8M |
| Global Wealth Management Investment Advisory, Inc. | 1.67% | Add +2.8% | 65,990 | $7.7M |
| Integrated Advisors Network LLC | 0.37% | Add +0.6% | 65,698 | $7.7M |
| First Hawaiian Bank | 0.25% | Reduce -17.9% | 65,601 | $7.7M |
| Associated Banc-Corp | 0.23% | Add +0.7% | 65,522 | $7.7M |
| DAVENPORT & Co LLC | 0.04% | Add +4.5% | 65,438 | $7.7M |
| Prospera Financial Services Inc | 0.19% | Reduce -7.0% | 65,200 | $7.6M |
| Csenge Advisory Group | 0.40% | Add +1.9% | 65,600 | $7.6M |
| Etesian Wealth Advisors, Inc. | 3.45% | Reduce -3.5% | 65,067 | $7.6M |
| Citizens Business Bank | 1.53% | Reduce -1.6% | 64,985 | $7.6M |
| HBK Sorce Advisory LLC | 0.23% | Reduce -0.1% | 64,636 | $7.6M |
| KOM Wealth Management Group, LLC | 6.27% | Add +3.0% | 64,322 | $7.5M |
| Sard Wealth Management Group, LLC | 4.97% | Add +0.8% | 64,305 | $7.5M |
| Mutual Advisors, LLC | 0.22% | Add +27.6% | 65,251 | $7.5M |
| Hills Bank & Trust Co | 0.57% | Reduce -6.0% | 64,146 | $7.5M |
| Hudson Capital Management LLC | 2.48% | Add +2.8% | 64,012 | $7.5M |
| CPC Advisors, LLC | 1.11% | Reduce -25.9% | 63,905 | $7.5M |
| Dorsey & Whitney Trust CO LLC | 0.39% | Add +0.7% | 63,499 | $7.4M |
| KMG Fiduciary Partners, LLC | 0.64% | Reduce -19.6% | 63,350 | $7.4M |
| RFG Advisory, LLC | 0.23% | Reduce -12.5% | 63,165 | $7.4M |
| Montag A & Associates Inc. | 0.35% | Add +1.2% | 63,156 | $7.4M |
| Geneos Wealth Management Inc. | 0.28% | Reduce -3.5% | 63,085 | $7.4M |
| Allen Investment Management, LLC | 0.09% | No change | 62,583 | $7.3M |
| Hiley Hunt Wealth Management | 4.18% | Add +0.6% | 62,393 | $7.3M |
| Premier Path Wealth Partners, LLC | 1.14% | Add +3.8% | 61,889 | $7.2M |
| Noesis Capital Mangement Corp. | 1.44% | Reduce -1.2% | 61,858 | $7.2M |
| Arkadios Wealth Advisors | 0.41% | Add +3.8% | 61,688 | $7.2M |
| Meridian Wealth Management, LLC | 0.35% | New | 61,593 | $7.2M |
| Boston Family Office LLC | 0.49% | Reduce -0.9% | 61,479 | $7.2M |
| Resolute Advisors LLC | 1.47% | Add +4.1% | 61,441 | $7.2M |
| Atria Investments, Inc | 0.09% | Reduce -20.4% | 61,194 | $7.2M |
| Mather Group, Llc. | 0.09% | Reduce -10.8% | 60,884 | $7.1M |
| Cornerstone Wealth Group, LLC | 0.59% | Add +0.7% | 60,696 | $7.1M |
| Corecam Pte. Ltd. | 4.64% | Add +103.0% | 60,700 | $7.1M |
| Stratos Wealth Advisors, LLC | 0.33% | Reduce -21.5% | 60,657 | $7.1M |
| Arkansas Financial Group, Inc. | 1.15% | Add +2.0% | 59,999 | $7.0M |
| American Money Management, LLC | 1.40% | Add +13.8% | 59,910 | $7.0M |
| Callan Family Office, LLC | 1.17% | Add +28.4% | 59,298 | $6.9M |
| Triangle Securities Wealth Management | 1.79% | Add +2.5% | 59,178 | $6.9M |
| Mascoma Wealth Management LLC | 1.72% | Reduce -3.7% | 58,909 | $6.9M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Add +11.5% | 59,403 | $6.9M |
| PFG Private Wealth Management, LLC | 3.96% | Add +50.7% | 58,425 | $6.8M |
| Park Place Capital Corp | 1.95% | Reduce -8.8% | 58,163 | $6.8M |
| Lindbrook Capital, LLC | 0.60% | Reduce -6.5% | 57,904 | $6.8M |
| First National Bank of Hutchinson | 4.37% | Reduce -0.2% | 57,814 | $6.8M |
| Cordgrass Capital Advisors, LLC | 1.96% | Reduce -28.7% | 57,795 | $6.8M |
| J.W. Cole Advisors, Inc. | 0.28% | Reduce -1.0% | 57,729 | $6.8M |
| Eaton Financial Holdings Company, LLC | 2.74% | — | 57,522 | $6.7M |
| IFS Advisors, LLC | 5.32% | Add +0.2% | 57,469 | $6.7M |
| MTC Wealth Management LLC | 3.03% | Reduce -1.7% | 57,325 | $6.7M |
| Montecito Bank & Trust | 1.14% | Reduce -0.1% | 56,993 | $6.7M |
| Flagship Harbor Advisors, LLC | 0.37% | Reduce -3.7% | 56,899 | $6.7M |
| SWP Financial LLC | 4.05% | Reduce -12.6% | 56,775 | $6.6M |
| Counterweight Ventures, LLC | 4.70% | Reduce -9.1% | 56,748 | $6.6M |
| Boltwood Capital Management | 1.96% | Reduce -1.1% | 56,441 | $6.6M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.63% | Reduce -1.6% | 56,358 | $6.6M |
| Gotham Asset Management | 0.07% | Add +39.2% | 55,382 | $6.5M |
| Vectors Research Management, LLC | 1.95% | Add +23.0% | 55,205 | $6.5M |
| Mayflower Financial Advisors, LLC | 0.97% | Reduce -2.5% | 55,145 | $6.4M |
| Americana Partners, LLC | 0.44% | Add +9.3% | 54,879 | $6.4M |
| ABLE Financial Group, LLC | 1.98% | Add +7.2% | 54,691 | $6.4M |
| Verde Capital Management | 1.92% | Reduce -60.9% | 54,677 | $6.4M |
| Aristotle Capital Boston, LLC | 0.21% | Reduce -9.2% | 54,636 | $6.4M |
| Cozad Asset Management Inc. | 0.61% | Add +9.8% | 54,571 | $6.4M |
| Stonehearth Capital Management, LLC | 2.53% | Add +2.1% | 54,433 | $6.4M |
| Fidelis Capital Partners, LLC | 0.76% | Add +38.8% | 55,508 | $6.4M |
| LVW Advisors, LLC | 0.81% | Add +1746.6% | 54,179 | $6.3M |
| ERn Financial, LLC | 0.96% | Reduce -1.2% | 54,157 | $6.3M |
| Summit Financial, LLC | 0.25% | Add +106.6% | 54,147 | $6.3M |
| Snowden Capital Advisors LLC | 0.19% | Add +9.7% | 54,006 | $6.3M |
| NTV Asset Management LLC | 0.84% | Reduce -3.4% | 53,584 | $6.3M |
| Summit Global Investments | 0.40% | Add +0.1% | 53,546 | $6.3M |
| Empower Advisory Group, LLC | 0.02% | Reduce -1.2% | 52,897 | $6.2M |
| TCTC Holdings, LLC | 0.21% | Add +11.0% | 52,872 | $6.2M |
| Independent Solutions Wealth Management, LLC | 1.40% | Add +12.1% | 52,820 | $6.2M |
| Arete Wealth Advisors, LLC | 0.53% | Reduce -5.8% | 52,694 | $6.2M |
| SWS Partners | 1.96% | Add +3.3% | 52,518 | $6.1M |
| Madison Park Capital Advisors, LLC | 4.58% | Reduce -0.2% | 52,230 | $6.1M |
| Provident Wealth Management, LLC | 2.08% | Add +8.1% | 52,229 | $6.1M |
| Madison Wealth Partners, Inc | 1.81% | Add +1.2% | 52,223 | $6.1M |
| Certuity, LLC | 0.66% | Reduce -48.9% | 51,902 | $6.1M |
| SPC Financial, Inc. | 0.53% | Add +7.0% | 51,865 | $6.1M |
| Elevation Wealth Partners, LLC | 2.60% | Add +1.5% | 51,847 | $6.1M |
| Sunbelt Securities, Inc. | 0.59% | Add +1.1% | 51,726 | $6.0M |
| Snider Financial Group | 2.21% | Add +36.3% | 51,655 | $6.0M |
| Parthenon LLC | 0.71% | Add +1.5% | 51,097 | $6.0M |
| Bigelow Investment Advisors, LLC | 2.66% | Add +5.0% | 50,983 | $6.0M |
| Apella Capital, LLC | 0.24% | Add +1.0% | 51,767 | $5.9M |
| 1900 Wealth Management LLC | 0.51% | Add +1.1% | 50,762 | $5.9M |
| GYL Financial Synergies, LLC | 0.45% | Add +3.0% | 50,760 | $5.9M |
| Strategic Blueprint, LLC | 0.37% | Reduce -0.4% | 50,756 | $5.9M |
| GC Wealth Management RIA, LLC | 1.03% | Add +0.0% | 50,662 | $5.9M |
| Middleton & Co. Inc. | 0.65% | Reduce -2.8% | 50,513 | $5.9M |
| Lynch & Associates | 1.25% | Add +2.4% | 50,452 | $5.9M |
| Tritonpoint Wealth, LLC | 0.54% | Add +13.1% | 50,476 | $5.9M |
| Muirfield Wealth Advisors LLC | 4.99% | Add +1.6% | 50,174 | $5.9M |
| Accretive Wealth Partners, LLC | 2.45% | Add +1.7% | 50,128 | $5.9M |
| Private Advisory Group LLC | 0.74% | Add +3.2% | 50,006 | $5.8M |
| Naples Global Advisors, LLC | 0.54% | Add +5.1% | 49,659 | $5.8M |
| Simplicity Wealth,LLC | 0.54% | Reduce -77.7% | 49,545 | $5.8M |
| Commerce Bank | 0.04% | Reduce -1.1% | 49,206 | $5.8M |
| Element Wealth, LLC | 3.05% | Reduce -2.0% | 49,182 | $5.8M |
| Retirement Planning Group, LLC | 0.31% | Add +408.7% | 49,102 | $5.7M |
| Telos Capital Management, Inc. | 0.60% | Add +1.5% | 49,004 | $5.7M |
| Latko Wealth Management, Ltd. | 3.47% | — | 48,962 | $5.7M |
| Stephenson & Company, Inc. | 3.86% | Add +2.8% | 48,815 | $5.7M |
| Mandatum Life Insurance Co Ltd | 1.75% | No change | 48,720 | $5.7M |
| Brookstone Capital Management | 0.08% | Add +4.4% | 48,426 | $5.7M |
| ETF Portfolio Partners, Inc. | 1.67% | Reduce -1.6% | 48,376 | $5.7M |
| Private Trust Co. NA | 0.57% | Reduce -1.7% | 48,368 | $5.7M |
| Garde Capital, Inc. | 0.37% | Reduce -5.3% | 48,266 | $5.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.38% | Add +46.9% | 48,224 | $5.6M |
| SouthState Bank Corp | 0.39% | Add +82.3% | 48,201 | $5.6M |
| Sei Investments Co. | 0.01% | Reduce -7.2% | 48,160 | $5.6M |
| Wick Capital Partners, LLC | 1.82% | Reduce -1.0% | 48,118 | $5.6M |
| Black Swift Group, LLC | 1.24% | New | 48,031 | $5.6M |
| Peoples Bank | 2.86% | Reduce -2.4% | 47,808 | $5.6M |
| Bremer Bank National Association | 1.05% | Add +4.4% | 47,665 | $5.6M |
| Elyxium Wealth, LLC | 3.06% | — | 47,609 | $5.6M |
| Ballew Advisors, Inc | 3.73% | Add +0.6% | 48,407 | $5.6M |
| KFA Private Wealth Group, LLC | 2.64% | Reduce -27.3% | 47,208 | $5.5M |
| Burns J W & Co. Inc. | 0.71% | Add +16.5% | 46,930 | $5.5M |
| Orin Green Financial, LLC | 2.35% | Add +4.2% | 46,628 | $5.5M |
| HM Payson & Co. | 0.09% | Add +10.1% | 46,613 | $5.5M |
| Carnegie Investment Counsel | 0.16% | Add +3.0% | 46,450 | $5.4M |
| Pettyjohn, Wood & White, Inc. | 1.00% | Add +4.7% | 46,384 | $5.4M |
| Davidson Capital Management Inc. | 1.56% | Add +93.4% | 46,291 | $5.4M |
| EPG Wealth Management LLC | 1.36% | Add +0.0% | 46,247 | $5.4M |
| Country Club Bank | 0.36% | Reduce -1.0% | 46,281 | $5.4M |
| Elevation Point Wealth Partners, LLC | 0.52% | Reduce -2.1% | 46,100 | $5.4M |
| Old National Bancorp | 0.12% | Add +10.6% | 46,047 | $5.4M |
| Western Wealth Management, LLC | 0.31% | Add +4.0% | 45,993 | $5.4M |
| Coastline Trust Co | 0.63% | Add +51.2% | 45,931 | $5.4M |
| Syntrinsic LLC | 1.79% | Add +3.4% | 45,883 | $5.4M |
| Titleist Asset Management, LLC | 0.78% | Add +26.0% | 45,859 | $5.4M |
| Stephens Inc. | 0.08% | Add +10.7% | 45,848 | $5.4M |
| Bellwether Advisors, LLC | 1.02% | Reduce -0.4% | 45,594 | $5.3M |
| Independent Financial Group, LLC | 0.20% | Reduce -2.4% | 45,521 | $5.3M |
| Graybill Wealth Management, LTD. | 1.97% | Add +1.1% | 45,505 | $5.3M |
| Valley National Advisers Inc. | 0.96% | Reduce -31.3% | 45,490 | $5.3M |
| Montis Financial, LLC | 1.89% | New | 45,368 | $5.3M |
| Romano Brothers and Company | 0.66% | Add +9.2% | 45,136 | $5.3M |
| FDx Advisors, Inc. | 1.44% | Reduce -2.6% | 45,044 | $5.3M |
| Wesbanco Bank Inc. | 0.18% | Add +4.3% | 45,014 | $5.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.55% | Add +9.4% | 44,796 | $5.2M |
| Global Trust Asset Management, LLC | 1.94% | Add +0.9% | 44,771 | $5.2M |
| Sound Stewardship, LLC | 2.93% | Add +3.5% | 44,684 | $5.2M |
| Goldstone Financial Group, LLC | 0.91% | Add +12.1% | 44,607 | $5.2M |
| CX Institutional | 0.23% | Reduce -23.5% | 44,481 | $5.2M |
| Aspect Partners, LLC | 2.89% | Add +1.4% | 44,007 | $5.1M |
| Eldridge Investment Advisors, Inc. | 1.20% | No change | 43,603 | $5.1M |
| Cape Ann Savings Bank | 2.95% | Add +1.6% | 43,498 | $5.1M |
| Leavell Investment Management, Inc. | 0.25% | Reduce -1.2% | 43,297 | $5.1M |
| AtlasMark Financial, Inc | 4.69% | — | 43,105 | $5.0M |
| City Holding Co. | 0.70% | Add +14.1% | 43,068 | $5.0M |
| Vista Investment Management | 1.89% | Add +0.7% | 42,931 | $5.0M |
| Leo Wealth, LLC | 0.46% | Add +13.6% | 42,631 | $5.0M |
| Means Investment Co., Inc. | 0.55% | Reduce -5.4% | 42,623 | $5.0M |
| LYNX Capital Group Ltd. | 3.21% | Reduce -8.7% | 42,366 | $5.0M |
| Parsons Capital Management Inc. | 0.31% | Reduce -2.6% | 42,260 | $4.9M |
| MSH Capital Advisors LLC | 1.50% | Reduce -0.8% | 41,931 | $4.9M |
| Centennial Bank | 2.24% | Add +5.9% | 41,774 | $4.9M |
| Lee Financial Co | 0.69% | Reduce -2.8% | 41,765 | $4.9M |
| Mechanics Financial Corp | 2.14% | Reduce -3.2% | 41,748 | $4.9M |
| Ameritas Investment Partners, Inc. | 0.16% | Add +9.5% | 41,689 | $4.9M |
| Landmark Wealth Management, LLC | 2.12% | New | 41,569 | $4.9M |
| Sachetta, LLC | 1.92% | Reduce -0.3% | 41,545 | $4.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.14% | No change | 41,468 | $4.9M |
| MidAtlantic Capital Management, Inc. | 3.53% | Add +10.9% | 41,376 | $4.8M |
| Sheets Smith Wealth Management | 0.59% | Reduce -1.6% | 41,319 | $4.8M |
| Magnolia Capital Management Ltd. | 3.84% | Reduce -0.3% | 41,246 | $4.8M |
| National Bank of Canada | 0.01% | Reduce -3.2% | 41,084 | $4.8M |
| McNamara Financial Services, Inc. | 0.94% | Add +6.4% | 40,891 | $4.8M |
| SG Americas Securities, LLC | 0.02% | Add +3.0% | 40,882 | $4.8M |
| Boyd Wealth Management, LLC | 2.41% | Reduce -24.6% | 40,596 | $4.7M |
| Biltmore Family Office, LLC | 0.81% | Reduce -0.1% | 40,561 | $4.7M |
| Wetzel Investment Advisors, Inc. | 2.39% | Add +109.1% | 40,391 | $4.7M |
| Lee Johnson Capital Management, LLC | 2.43% | New | 40,372 | $4.7M |
| Alliance Wealth Management Group | 1.25% | Add +11.2% | 40,316 | $4.7M |
| Greenfield Savings Bank | 2.23% | Add +1.9% | 40,233 | $4.7M |
| Souders Financial Advisors | 0.65% | Reduce -50.3% | 40,164 | $4.7M |
| Abundance Wealth Counselors | 0.97% | New | 40,142 | $4.7M |
| Kentucky Farm Bureau Mutual Insurance Co | 1.01% | No change | 40,000 | $4.7M |
| Unionview, LLC | 3.62% | Reduce -0.3% | 39,783 | $4.7M |
| MRP Capital Investments, LLC | 4.41% | Add +17.2% | 39,603 | $4.6M |
| Stone Summit Wealth LLC | 1.49% | Add +4.9% | 39,591 | $4.6M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +28.7% | 39,566 | $4.6M |
| Amara Financial, Llc. | 4.39% | — | 39,257 | $4.6M |
| Afg Fiduciary Services Limited Partnership | 3.09% | Reduce -0.1% | 39,320 | $4.6M |
| Sterling Investment Counsel, LLC | 1.62% | Add +4.0% | 38,945 | $4.6M |
| SlateStone Wealth, LLC | 0.41% | Reduce -4.1% | 38,829 | $4.5M |
| Fourpath Capital Management, LLC | 0.83% | New | 38,643 | $4.5M |
| Buckingham Capital Management, Inc. | 0.52% | Reduce -2.6% | 38,534 | $4.5M |
| Sabal Trust CO | 0.24% | Add +7.2% | 38,386 | $4.5M |
| Freedom Investment Management, Inc. | 0.36% | Reduce -9.5% | 38,353 | $4.5M |
| Lakeshore Financial Planning, Inc. | 1.97% | Add +19.4% | 38,258 | $4.5M |
| Wescott Financial Advisory Group, LLC | 0.48% | Add +2.2% | 38,076 | $4.5M |
| Astoria Strategic Wealth, Inc. | 1.30% | Add +4.7% | 38,062 | $4.5M |
| Creekmur Asset Management LLC | 1.04% | Add +6.4% | 37,950 | $4.4M |
| Waverly Advisors, LLC | 0.08% | Add +0.2% | 37,899 | $4.4M |
| Evercore Wealth Management, LLC | 0.07% | Reduce -13.3% | 37,802 | $4.4M |
| Florida Trust Wealth Management Co | 0.14% | Add +90.3% | 37,779 | $4.4M |
| Windsor Capital Management, LLC | 1.28% | Reduce -1.1% | 37,726 | $4.4M |
| Rothschild Wealth LLC | 1.30% | Add +357.9% | 76,108 | $4.4M |
| Greenwood Capital Associates LLC | 0.57% | Add +2.0% | 37,298 | $4.4M |
| Gateway Wealth Partners, LLC | 1.20% | Reduce -7.2% | 37,297 | $4.4M |
| Old Mission Investment Co LLC | 1.34% | Reduce -1.7% | 37,281 | $4.4M |
| SevenBridge Financial Group, LLC | 0.84% | Reduce -2.7% | 34,462 | $4.4M |
| Spinnaker Trust | 0.27% | No change | 37,100 | $4.3M |
| TKG Advisors, LLC | 2.14% | Add +8.9% | 36,999 | $4.3M |
| PrairieView Partners, LLC | 0.45% | Reduce -2.2% | 36,932 | $4.3M |
| Compound Planning, Inc. | 0.27% | Add +6.0% | 36,638 | $4.3M |
| Fortitude Family Office, LLC | 1.70% | Add +7.4% | 36,620 | $4.3M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2.20% | Add +28.1% | 36,500 | $4.3M |
| WBH Advisory Inc. | 0.40% | Add +1.0% | 36,462 | $4.3M |
| Baron Financial Group, LLC | 2.61% | Reduce -4.3% | 36,426 | $4.3M |
| Sapient Capital LLC | 0.09% | Add +39.1% | 36,352 | $4.3M |
| Kanawha Capital Management LLC | 0.31% | Add +19.8% | 36,283 | $4.2M |
| Heritage Investors Management Corp. | 0.14% | Reduce -2.4% | 36,255 | $4.2M |
| Adirondack Trust Co. | 1.62% | Reduce -2.7% | 36,066 | $4.2M |
| Matrix Asset Advisors Inc. | 0.47% | Add +22.9% | 36,016 | $4.2M |
| PCA Investment Advisory Services Inc. | 1.98% | Reduce -6.3% | 35,973 | $4.2M |
| Econ Financial Services Corp | 2.35% | Reduce -46.6% | 35,946 | $4.2M |
| Colonial Trust Advisors | 0.36% | Add +20.2% | 35,824 | $4.2M |
| Zacks Investment Management | 0.04% | Reduce -1.3% | 35,750 | $4.2M |
| Ewa, LLC | 1.49% | Reduce -0.6% | 34,337 | $4.2M |
| Silver Oak Securities, Incorporated | 0.44% | Add +48.1% | 35,858 | $4.2M |
| Carl P. Sherr & Co., LLC | 2.18% | Add +2.2% | 35,491 | $4.2M |
| Canopy Partners, LLC | 1.78% | Add +2.0% | 35,410 | $4.1M |
| Urban Financial Advisory Corp | 2.28% | Reduce -1.0% | 35,319 | $4.1M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +3.1% | 35,299 | $4.1M |
| Physician Wealth Advisors, Inc. | 0.74% | Reduce -8.0% | 35,233 | $4.1M |
| Paragon Private Wealth Management, LLC | 2.04% | Add +7.1% | 35,271 | $4.1M |
| Campion Asset Management | 3.03% | Add +7.6% | 35,235 | $4.1M |
| First Manhattan Co. Llc. | 0.01% | Add +0.1% | 34,942 | $4.1M |
| Olde Wealth Management, LLC | 1.46% | Reduce -2.4% | 34,902 | $4.1M |
| Planning Directions Inc. | 2.43% | Add +917.8% | 34,860 | $4.1M |
| Sterling Investment Advisors LLC | 2.29% | Add +0.0% | 34,780 | $4.1M |
| CIC Wealth, LLC | 1.05% | Add +0.1% | 34,771 | $4.1M |
| AAF Wealth Management, LLC | 2.04% | Reduce -53.1% | 34,672 | $4.1M |
| Baker Avenue Asset Management, LP | 0.13% | Add +13.7% | 34,645 | $4.1M |
| Birchbrook, Inc. | 2.24% | Add +1.8% | 34,529 | $4.0M |
| Performa Ltd (US), LLC | 1.49% | Reduce -4.0% | 34,409 | $4.0M |
| Heritage Wealth Management, Inc./Texas | 2.33% | Reduce -3.0% | 34,332 | $4.0M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Add +1.0% | 34,024 | $4.0M |
| Welch & Forbes LLC | 0.05% | Add +0.2% | 33,956 | $4.0M |
| Trustmark Bank Trust Department | 0.30% | Add +4.4% | 33,951 | $4.0M |
| Delta Wealth Advisors LLC | 3.80% | Reduce -4.4% | 33,928 | $4.0M |
| Lee Danner & Bass Inc. | 0.28% | Reduce -0.6% | 33,892 | $4.0M |
| Farmers Trust Co. | 0.74% | Reduce -0.2% | 33,844 | $4.0M |
| National Philanthropic Trust | 0.07% | No change | 33,798 | $4.0M |
| Wolff Wiese Magana LLC | 2.69% | Add +617.6% | 33,658 | $3.9M |
| Drive Wealth Management, LLC | 1.02% | Add +3.4% | 33,620 | $3.9M |
| Roman Butler Fullerton & Co. | 1.18% | Add +5.6% | 33,436 | $3.9M |
| Newton One Investments LLC | 1.57% | Add +2.0% | 33,411 | $3.9M |
| Waldron Private Wealth LLC | 0.16% | Add +1.3% | 33,402 | $3.9M |
| Corundum Trust Company, INC | 10.73% | No change | 33,290 | $3.9M |
| FAS Wealth Partners, Inc. | 0.31% | Add +9.1% | 33,205 | $3.9M |
| Nepc LLC | 0.12% | No change | 33,029 | $3.9M |
| Hilltop Holdings Inc. | 0.25% | Reduce -15.5% | 33,027 | $3.9M |
| New Hampshire Trust | 0.83% | Reduce -0.1% | 32,965 | $3.9M |
| Summit Place Financial Advisors, LLC | 2.14% | Reduce -5.6% | 32,825 | $3.8M |
| Focus Financial Network, Inc. | 0.16% | Add +10.7% | 32,710 | $3.8M |
| Essex Financial Services, Inc. | 0.28% | Reduce -9.8% | 33,117 | $3.8M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Add +95.7% | 32,666 | $3.8M |
| Marvin & Palmer Associates Inc. | 3.20% | New | 32,655 | $3.8M |
| Summit Wealth Partners, LLC | 0.73% | Add +4.2% | 32,592 | $3.8M |
| Quad-Cities Investment Group, LLC | 1.91% | Add +5.8% | 32,469 | $3.8M |
| Palisade Asset Management, LLC | 0.37% | Add +7.0% | 32,451 | $3.8M |
| Perennial Investment Advisors, LLC | 0.49% | Add +20.7% | 32,347 | $3.8M |
| Continuum Advisory, LLC | 0.48% | Add +1.9% | 31,092 | $3.8M |
| First Western Trust Bank | 0.17% | Reduce -4.7% | 32,193 | $3.8M |
| Meeder Advisory Services, Inc. | 0.24% | Reduce -8.3% | 32,098 | $3.8M |
| Affiance Financial, LLC | 0.91% | Reduce -16.1% | 32,044 | $3.7M |
| Thoroughbred Financial Services, LLC | 0.24% | Add +0.5% | 31,859 | $3.7M |
| Wedbush Securities Inc. | 0.14% | Add +15.9% | 31,852 | $3.7M |
| Sebold Capital Management, Inc. | 2.45% | Reduce -1.2% | 31,791 | $3.7M |
| Syon Capital LLC | 0.33% | Add +4.3% | 31,757 | $3.7M |
| Bryn Mawr Trust Advisors, LLC | 0.20% | Add +4.1% | 31,675 | $3.7M |
| Congress Park Capital LLC | 1.37% | Add +37.7% | 31,630 | $3.7M |
| Penserra Capital Management LLC | 0.08% | New | 31,484 | $3.7M |
| AMG National Trust Bank | 0.10% | Reduce -7.6% | 31,433 | $3.7M |
| SOA Wealth Advisors, LLC. | 0.70% | Reduce -0.4% | 31,384 | $3.7M |
| Diversified Trust Co. | 0.09% | Add +4.8% | 31,375 | $3.7M |
| Colonial Trust Co / SC | 0.57% | Add +82.2% | 31,344 | $3.7M |
| Wealthquest Corp | 0.32% | Reduce -17.4% | 31,649 | $3.7M |
| Patriot Investment Management Group, Inc. | 0.27% | Add +0.4% | 31,183 | $3.6M |
| Midwest Financial Group LLC | 2.14% | Add +2.5% | 31,185 | $3.6M |
| Well Done, LLC | 0.67% | Add +1.3% | 31,151 | $3.6M |
| Family Firm, Inc. | 0.80% | Add +0.4% | 31,070 | $3.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.38% | Add +0.6% | 31,560 | $3.6M |
| Shepherd Kaplan Krochuk, LLC | 2.72% | Reduce -3.9% | 30,855 | $3.6M |
| Transcendent Capital Group LLC | 1.85% | Add +11.2% | 30,844 | $3.6M |
| Modern Wealth Management, LLC | 0.22% | Add +0.6% | 30,832 | $3.6M |
| RVW Wealth, LLC | 0.33% | Reduce -1.1% | 30,769 | $3.6M |
| TrinityPoint Wealth, LLC | 0.52% | Add +8.0% | 30,716 | $3.6M |
| Emerald Advisors, LLC | 0.52% | Add +3.8% | 30,358 | $3.6M |
| Convergence Financial, LLC | 0.76% | Add +47.1% | 30,634 | $3.6M |
| Melone Private Wealth, LLC | 1.90% | Add +4.4% | 30,558 | $3.6M |
| Vawter Financial, Ltd. | 2.18% | Reduce -3.6% | 30,548 | $3.6M |
| Next Capital Management LLC | 1.45% | Reduce -0.0% | 30,480 | $3.6M |
| KFG Wealth Management, LLC | 0.77% | Add +918.9% | 30,423 | $3.6M |
| Asset Management Group, Inc. | 0.50% | Add +0.4% | 30,316 | $3.5M |
| Townsquare Capital LLC | 0.04% | Add +9.9% | 30,265 | $3.5M |
| Badgley Phelps Wealth Managers, LLC | 0.08% | Add +0.6% | 30,206 | $3.5M |
| Wela Strategies, Inc. | 1.53% | Reduce -7.4% | 30,095 | $3.5M |
| Pure Financial Advisors, LLC | 0.08% | Add +6.0% | 29,915 | $3.5M |
| Smithbridge Asset Management Inc. | 0.60% | Reduce -3.8% | 29,907 | $3.5M |
| G&S Capital LLC | 1.46% | Add +2.4% | 29,818 | $3.5M |
| TD Waterhouse Canada Inc. | 0.03% | Add +631.7% | 30,227 | $3.5M |
| Aptus Capital Advisors, LLC | 0.05% | Add +168.1% | 29,748 | $3.5M |
| Sage Mountain Advisors LLC | 0.30% | Add +2.3% | 29,704 | $3.5M |
| Koshinski Asset Management, Inc. | 0.30% | Add +11.9% | 29,670 | $3.5M |
| Hubbell Strickland Wealth Management, LLC | 1.62% | Add +0.8% | 29,662 | $3.5M |
| KPP Advisory Services LLC | 0.83% | Add +0.2% | 29,654 | $3.5M |
| Aft, Forsyth & Company, Inc. | 1.71% | Add +0.1% | 29,572 | $3.5M |
| Balanced Wealth Group LLC | 1.52% | Reduce -6.5% | 29,405 | $3.4M |
| Beirne Wealth Consulting Services, LLC | 1.21% | Add +11.1% | 29,347 | $3.4M |
| Central Bank & Trust Co. | 0.47% | Add +0.2% | 29,341 | $3.4M |
| Union Savings Bank | 1.68% | Add +0.9% | 29,231 | $3.4M |
| Garrison Point Advisors, LLC | 2.10% | Add +13.8% | 29,018 | $3.4M |
| Madden Advisory Services, Inc. | 1.55% | Add +0.6% | 28,971 | $3.4M |
| DBK Financial Counsel, LLC | 3.42% | Reduce -0.9% | 28,939 | $3.4M |
| United Bank | 1.56% | Add +2.3% | 28,852 | $3.4M |
| Eley Financial Management, Inc | 1.35% | Reduce -0.4% | 28,769 | $3.4M |
| Ellevest, Inc. | 0.19% | Add +0.3% | 28,711 | $3.4M |
| Public Sector Pension Investment Board | 0.02% | New | 28,657 | $3.4M |
| Viewpoint Capital Management LLC | 1.87% | No change | 28,749 | $3.4M |
| Horizon Family Wealth, Inc. | 2.38% | Reduce -9.8% | 28,452 | $3.3M |
| Steigerwald, Gordon & Koch Inc. | 0.36% | Add +0.4% | 28,408 | $3.3M |
| Essex Private Wealth Management, LLC | 7.73% | Add +4.7% | 28,078 | $3.3M |
| Charles Schwab Trust Co | 0.28% | Reduce -2.6% | 28,014 | $3.3M |
| Barclays PLC | 0.00% | Reduce -48.1% | 27,975 | $3.3M |
| Vanguard Group Inc. | 0.00% | Add +39.8% | 27,871 | $3.3M |
| Vickerman Investment Advisors, Inc. | 0.95% | Add +1.2% | 27,716 | $3.2M |
| Arrowroot Family Office, LLC | 1.88% | Add +10.9% | 27,649 | $3.2M |
| UNIVEST FINANCIAL Corp | 0.21% | No change | 27,542 | $3.2M |
| JMG Financial Group, Ltd. | 0.11% | Add +0.1% | 27,318 | $3.2M |
| AlTi Global, Inc. | 0.08% | Reduce -2.8% | 27,240 | $3.2M |
| Jump Financial, LLC | 0.07% | New | 27,075 | $3.2M |
| CoreFirst Bank & Trust | 1.82% | Add +9.0% | 26,957 | $3.2M |
| Wealth Management Partners, LLC | 1.46% | Reduce -0.8% | 26,952 | $3.2M |
| StoneX Group Inc. | 0.23% | Add +10.7% | 26,905 | $3.1M |
| Cornerstone Wealth Management, LLC | 0.22% | Reduce -3.0% | 26,863 | $3.1M |
| Klaas Financial Asset Advisors, LLC | 0.54% | Reduce -2.1% | 26,840 | $3.1M |
| Cornell Pochily Investment Advisors, Inc. | 1.08% | Reduce -1.4% | 26,651 | $3.1M |
| Cahill Financial Advisors Inc. | 0.43% | Reduce -44.0% | 26,618 | $3.1M |
| Capital Planning LLC | 0.87% | Add +2.3% | 26,565 | $3.1M |
| Trust Co. of Toledo NA | 0.42% | Add +12.7% | 26,484 | $3.1M |
| Loomis Sayles & Co. L P | 0.00% | Add +7575.9% | 26,482 | $3.1M |
| Wealth Alliance, LLC | 0.37% | Add +13.6% | 26,280 | $3.1M |
| Triton Financial Group Inc | 1.97% | Add +0.8% | 26,265 | $3.1M |
| Vestor Capital, LLC | 0.24% | Add +1.5% | 26,193 | $3.1M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -17.4% | 26,183 | $3.1M |
| Paladin Advisory Group, LLC | 2.25% | Add +3.3% | 26,093 | $3.1M |
| American National Bank & Trust | 0.36% | Reduce -0.0% | 25,979 | $3.0M |
| Newman Dignan & Sheerar, Inc. | 0.73% | Reduce -2.3% | 26,147 | $3.0M |
| Breakwater Capital Group | 0.61% | Add +4.0% | 25,906 | $3.0M |
| Mechanics Bank Trust Department | 0.40% | Reduce -6.0% | 25,901 | $3.0M |
| Lewis Asset Management, LLC | 2.20% | Add +1.7% | 25,784 | $3.0M |
| Black Diamond Financial, LLC | 0.51% | Reduce -0.7% | 25,654 | $3.0M |
| Syntax Research, Inc. | 2.03% | Add +134.1% | 25,602 | $3.0M |
| Morningstar Investment Services LLC | 0.03% | Add +40.9% | 25,684 | $3.0M |
| PFG Investments, LLC | 0.19% | Add +76.0% | 25,542 | $3.0M |
| Bluestem Financial Advisors, LLC | 1.39% | Reduce -1.6% | 25,536 | $3.0M |
| HUB Investment Partners, LLC | 0.13% | Reduce -1.8% | 25,527 | $3.0M |
| Lanark Financial, Inc. | 0.25% | Add +3.6% | 25,501 | $3.0M |
| WealthCare Investment Partners, LLC | 1.30% | Add +5.5% | 25,945 | $3.0M |
| CRA Financial Services, LLC | 0.55% | Reduce -3.8% | 25,408 | $3.0M |
| Keystone Financial Group | 0.38% | New | 25,407 | $3.0M |
| Greenwich Wealth Management LLC | 0.20% | Reduce -6.1% | 25,112 | $2.9M |
| TPG Advisors LLC | 2.29% | Reduce -0.4% | 25,091 | $2.9M |
| Sage Financial Management Group, Inc. | 1.14% | New | 25,076 | $2.9M |
| Gryphon Financial Partners LLC | 0.40% | Reduce -11.4% | 24,949 | $2.9M |
| Aspiriant, LLC | 0.11% | Add +6.0% | 24,949 | $2.9M |
| Jaffetilchin Investment Partners, LLC | 0.22% | Add +0.6% | 24,759 | $2.9M |
| Sepio Capital, LP | 0.22% | Add +0.7% | 24,659 | $2.9M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -3.3% | 24,630 | $2.9M |
| Carr Financial Group Corp | 0.86% | Reduce -3.9% | 24,624 | $2.9M |
| CreativeOne Wealth, LLC | 0.10% | Add +266.4% | 24,564 | $2.9M |
| Nixon Peabody Trust Co. | 0.24% | Reduce -0.4% | 24,517 | $2.9M |
| TRUE Private Wealth Advisors | 0.34% | Reduce -60.1% | 24,509 | $2.9M |
| Dohj, LLC | 0.67% | Reduce -43.9% | 24,861 | $2.9M |
| Wilshire Advisors LLC | 1.37% | Reduce -5.5% | 24,428 | $2.9M |
| Jacobi Capital Management LLC | 0.22% | Add +77.2% | 24,406 | $2.9M |
| STAR Financial Bank | 1.92% | Add +26.2% | 24,367 | $2.8M |
| Koesten, Hirschmann & Crabtree, INC. | 1.66% | Reduce -1.3% | 24,316 | $2.8M |
| Grant Street Asset Management, Inc. | 0.83% | Add +8.1% | 24,303 | $2.8M |
| Pennsylvania Capital Management Inc. | 1.02% | Add +17.0% | 24,249 | $2.8M |
| Southeast Asset Advisors, LLC | 0.31% | Add +1.0% | 24,248 | $2.8M |
| Brighton Jones LLC | 0.11% | Reduce -0.1% | 24,091 | $2.8M |
| Viawealth, LLC | 1.63% | Reduce -1.6% | 23,980 | $2.8M |
| WealthShield Partners, LLC | 0.38% | Add +12.7% | 23,897 | $2.8M |
| Pitcairn Co. | 0.17% | Add +17.2% | 23,884 | $2.8M |
| Boyd Watterson Asset Management LLC | 0.77% | No change | 23,850 | $2.8M |
| Founders Capital Management, LLC | 0.49% | No change | 23,842 | $2.8M |
| Tradition Wealth Management, LLC | 0.25% | Reduce -0.3% | 23,807 | $2.8M |
| Van Hulzen Asset Management, LLC | 0.20% | Add +0.8% | 23,793 | $2.8M |
| Narwhal Capital Management | 0.25% | Reduce -2.5% | 23,724 | $2.8M |
| Narus Financial Partners, LLC | 0.99% | Add +14.0% | 23,687 | $2.8M |
| Stratos Investment Management, LLC | 0.19% | Add +23.8% | 23,686 | $2.8M |
| Midwest Professional Planners, LTD. | 0.85% | Add +0.5% | 23,658 | $2.8M |
| Providence Capital Advisors, LLC | 0.55% | Add +1.6% | 23,542 | $2.8M |
| Tiemann Investment Advisors, LLC | 1.18% | Reduce -1.3% | 23,435 | $2.7M |
| Watchman Group, Inc. | 0.71% | Reduce -22.1% | 23,366 | $2.7M |
| Calamos Advisors LLC | 0.02% | Add +5.8% | 23,309 | $2.7M |
| NorthRock Partners, LLC | 0.09% | Reduce -16.7% | 23,174 | $2.7M |
| Armbruster Capital Management, Inc. | 0.54% | No change | 23,115 | $2.7M |
| Kraft, Davis & Associates, LLC | 0.80% | Reduce -3.8% | 23,523 | $2.7M |
| Beaumont Financial Advisors, LLC | 0.21% | Add +0.7% | 23,062 | $2.7M |
| Santori & Peters, Inc. | 1.07% | Add +0.5% | 23,035 | $2.7M |
| Granite FO LLC | 1.52% | Add +5.4% | 22,995 | $2.7M |
| Foundations Investment Advisors, LLC | 0.06% | Add +28.1% | 22,991 | $2.7M |
| Eq LLC | 1.34% | Reduce -38.0% | 22,957 | $2.7M |
| Carrera Capital Advisors | 0.65% | Add +3.9% | 22,829 | $2.7M |
| Ullmann Wealth Partners Group, LLC | 0.34% | Add +1.4% | 22,729 | $2.7M |
| Talisman Wealth Advisors LLC | 2.80% | Add +1.9% | 22,797 | $2.7M |
| CM Wealth Advisors LLC | 0.86% | Add +25.3% | 22,607 | $2.6M |
| Peterson Wealth Advisors, LLC | 0.50% | Add +0.5% | 22,517 | $2.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | Reduce -0.9% | 22,420 | $2.6M |
| 360 Financial, Inc. | 0.97% | Reduce -1.4% | 22,420 | $2.6M |
| Westside Investment Management, Inc. | 0.56% | Add +1.8% | 22,357 | $2.6M |
| VeraBank, N.A. | 0.76% | Reduce -2.1% | 22,342 | $2.6M |
| Harmony Asset Management LLC | 0.96% | Add +157.1% | 22,325 | $2.6M |
| LS Investment Advisors, LLC | 0.39% | Reduce -23.4% | 22,287 | $2.6M |
| Tranquility Partners, LLC | 0.94% | Add +0.8% | 22,181 | $2.6M |
| First National Bank of Omaha | 0.17% | Reduce -2.5% | 22,148 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -4.9% | 22,069 | $2.6M |
| Wiser Wealth Management, Inc | 0.73% | Add +1.9% | 21,875 | $2.6M |
| Evanson Asset Management, LLC | 0.18% | Add +1.2% | 21,868 | $2.6M |
| American State Bank (Iowa) | 1.55% | Reduce -1.9% | 21,822 | $2.6M |
| Wedmont Private Capital | 0.15% | Add +0.3% | 22,202 | $2.5M |
| Swmg, LLC | 1.05% | Add +17.8% | 20,651 | $2.5M |
| Triad Wealth Partners, LLC | 1.35% | Reduce -28.7% | 21,726 | $2.5M |
| Clear Creek Financial Management, LLC | 0.29% | Reduce -4.9% | 21,702 | $2.5M |
| Olistico Wealth, LLC | 1.55% | Add +8.8% | 21,682 | $2.5M |
| Objective Capital Management, LLC | 1.49% | — | 21,663 | $2.5M |
| Arcus Capital Partners, LLC | 0.91% | Add +9.4% | 21,605 | $2.5M |
| Verity Asset Management, Inc. | 0.95% | Add +5.5% | 21,480 | $2.5M |
| Elm Partners Management LLC | 0.18% | Add +2.0% | 21,416 | $2.5M |
| Dana Investment Advisors, Inc. | 0.08% | Add +2.5% | 21,403 | $2.5M |
| Veracity Capital LLC | 0.96% | Add +0.7% | 21,401 | $2.5M |
| Signaturefd, LLC | 0.05% | Reduce -39.5% | 21,382 | $2.5M |
| WCG Wealth Advisors LLC | 0.17% | Add +18.1% | 21,321 | $2.5M |
| Novak & Powell Financial Services, Inc. | 1.44% | Add +1.5% | 21,308 | $2.5M |
| NDWM LLC | 2.05% | New | 21,240 | $2.5M |
| Mill Creek Capital Advisors, LLC | 0.06% | Add +0.0% | 21,208 | $2.5M |
| Mullaney, Keating & Wright, Inc. | 1.71% | Add +10.2% | 21,103 | $2.5M |
| Intrua Financial, LLC | 0.40% | Reduce -1.1% | 21,096 | $2.5M |
| Glen Eagle Advisors, LLC | 0.42% | Add +0.0% | 21,036 | $2.5M |
| Pinnacle Bancorp, Inc. | 0.66% | Add +18.6% | 20,963 | $2.5M |
| Cornerstone Advisors Asset Management, LLC | 0.54% | No change | 20,901 | $2.4M |
| Kowal Investment Group, LLC | 0.45% | Reduce -3.4% | 20,854 | $2.4M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +5.2% | 20,802 | $2.4M |
| Shelton Wealth Management, LLC | 1.38% | Reduce -4.0% | 20,763 | $2.4M |
| Municipal Employees' Retirement System of Michigan | 0.03% | Add +0.0% | 20,736 | $2.4M |
| Pinnacle Wealth Planning Services, Inc. | 0.33% | Reduce -2.4% | 20,700 | $2.4M |
| New Republic Capital, LLC | 1.39% | Reduce -1.7% | 20,668 | $2.4M |
| Chapin Davis, Inc. | 0.78% | Reduce -1.8% | 20,611 | $2.4M |
| Cambridge Associates LLC /Ma/ | 0.09% | Reduce -63.5% | 20,598 | $2.4M |
| Cullen/Frost Bankers, Inc. | 0.03% | Reduce -4.2% | 20,597 | $2.4M |
| Brady Family Wealth, LLC | 0.72% | Reduce -0.7% | 20,563 | $2.4M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.12% | Add +1.1% | 20,554 | $2.4M |
| Estate Counselors, LLC | 0.25% | Add +17.5% | 20,521 | $2.4M |
| Agf Management Ltd. | 0.01% | No change | 20,511 | $2.4M |
| O'Brien Greene & Co. Inc | 0.75% | Reduce -7.3% | 20,479 | $2.4M |
| Culbertson A N & Co. Inc. | 0.38% | Add +7.1% | 20,396 | $2.4M |
| Belpointe Asset Management LLC | 0.14% | Add +74.7% | 20,359 | $2.4M |
| Shufro Rose & Co. LLC | 0.19% | No change | 22,320 | $2.4M |
| Cowa, LLC | 1.13% | Add +151.5% | 20,332 | $2.4M |
| Revolve Wealth Partners, LLC | 0.36% | Reduce -5.8% | 20,275 | $2.4M |
| Diversified Portfolios, Inc. | 0.25% | Reduce -0.5% | 20,266 | $2.4M |
| Cadence Bank | 0.16% | New | 20,108 | $2.4M |
| Lockerman Financial Group, Inc. | 3.97% | No change | 20,060 | $2.3M |
| Level Four Advisory Services, LLC | 0.10% | Reduce -6.1% | 20,486 | $2.3M |
| Acadian Asset Management LLC | 0.01% | Add +1.9% | 19,800 | $2.3M |
| Harbor Investment Advisory, LLC | 0.23% | Add +62.0% | 19,780 | $2.3M |
| Stonegate Investment Group, LLC | 0.06% | Add +60.0% | 19,743 | $2.3M |
| Colorado Capital Management, Inc. | 1.14% | Reduce -6.2% | 19,675 | $2.3M |
| Aua Capital Management, LLC | 1.33% | Reduce -0.6% | 19,671 | $2.3M |
| Davis R M Inc. | 0.04% | Reduce -1.1% | 19,651 | $2.3M |
| Private Portfolio Partners LLC | 0.43% | New | 19,636 | $2.3M |
| Ritholtz Wealth Management | 0.07% | Reduce -16.0% | 19,557 | $2.3M |
| Kohmann Bosshard Financial Services, LLC | 0.28% | Add +2.5% | 19,537 | $2.3M |
| Joel Isaacson & Co., LLC | 0.11% | Add +2.3% | 19,518 | $2.3M |
| Smith Shellnut Wilson LLC | 1.03% | Add +1.6% | 19,516 | $2.3M |
| Tilson Financial Group, Inc. | 0.98% | New | 19,433 | $2.3M |
| Cora Capital Advisors LLC | 1.12% | Add +3.5% | 19,434 | $2.3M |
| Roberts Wealth Advisors, LLC | 0.73% | Reduce -1.7% | 19,836 | $2.3M |
| SOL Capital Management CO | 0.25% | Reduce -5.5% | 19,423 | $2.3M |
| Capasso Planning Partners LLC | 0.67% | Add +14.3% | 19,392 | $2.3M |
| LaSalle St. Investment Advisors, LLC | 0.89% | Add +5.5% | 19,381 | $2.3M |
| Autumn Glory Partners, LLC | 0.87% | Reduce -0.4% | 19,299 | $2.3M |
| Investment Advisory Services Inc. /TX | 0.79% | Add +3.4% | 19,137 | $2.2M |
| Absolute Capital Management, LLC | 1.33% | Add +0.1% | 19,128 | $2.2M |
| United Community Bank | 0.87% | Reduce -2.7% | 19,072 | $2.2M |
| Plancorp, LLC | 0.09% | Add +0.1% | 18,988 | $2.2M |
| Waypoint Capital Advisors, LLC | 0.47% | Add +0.0% | 18,950 | $2.2M |
| Aveo Capital Partners, LLC | 0.23% | Add +0.5% | 18,909 | $2.2M |
| McGlone Suttner Wealth Management, Inc. | 0.46% | Reduce -13.3% | 18,897 | $2.2M |
| 9258 Wealth Management, LLC | 0.33% | Reduce -9.2% | 18,889 | $2.2M |
| Alpine Bank Wealth Management | 0.35% | — | 18,873 | $2.2M |
| Hilltop National Bank | 0.67% | Add +2.0% | 18,872 | $2.2M |
| Affinity Capital Advisors, LLC | 0.43% | Reduce -2.1% | 18,846 | $2.2M |
| Milestone Investment Advisors LLC | 0.62% | Reduce -1.4% | 18,835 | $2.2M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.57% | Add +1.5% | 18,797 | $2.2M |
| Marquette Associates, Inc. | 1.57% | Reduce -1.9% | 18,679 | $2.2M |
| S&T Bank | 0.57% | Reduce -7.4% | 18,676 | $2.2M |
| World Equity Group, Inc. | 0.79% | Add +7.1% | 18,610 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +32.9% | 18,578 | $2.2M |
| Lineweaver Wealth Advisors, LLC | 0.41% | Reduce -1.7% | 18,522 | $2.2M |
| ORG Partners LLC | 0.35% | Reduce -19.4% | 18,471 | $2.2M |
| Compass Wealth Management LLC | 0.51% | Reduce -1.3% | 18,422 | $2.2M |
| RiverGlades Family Offices LLC | 1.54% | Add +1.0% | 18,347 | $2.1M |
| Corrigan Financial, Inc. | 0.49% | Add +0.0% | 18,314 | $2.1M |
| Savvy Advisors, Inc. | 0.43% | Add +221.3% | 18,303 | $2.1M |
| Busey Bank | 0.07% | Add +2.8% | 18,297 | $2.1M |
| Meritage Portfolio Management | 0.13% | Reduce -6.5% | 18,278 | $2.1M |
| Core Wealth Advisors, Inc. | 0.68% | Reduce -0.1% | 18,254 | $2.1M |
| Congress Asset Management Co. | 0.01% | Reduce -20.9% | 18,159 | $2.1M |
| Verdence Capital Advisors LLC | 0.17% | Reduce -0.7% | 18,150 | $2.1M |
| RDA Financial Network | 0.66% | Reduce -3.1% | 18,093 | $2.1M |
| BlueSky Wealth Advisors, LLC | 0.33% | Reduce -2.1% | 17,955 | $2.1M |
| Baldwin Investment Management, LLC | 0.26% | Reduce -1.2% | 17,920 | $2.1M |
| Missouri Trust & Investment Co | 0.73% | Add +1.0% | 17,908 | $2.1M |
| Guardian Asset Advisors, LLC | 1.42% | Reduce -48.8% | 17,913 | $2.1M |
| Retirement Guys Formula LLC | 0.97% | Reduce -1.1% | 17,897 | $2.1M |
| Quadcap Wealth Management, LLC | 0.33% | Reduce -2.5% | 17,872 | $2.1M |
| Centaurus Financial, Inc. | 0.13% | Add +23.3% | 17,828 | $2.1M |
| Brio Consultants, LLC | 0.33% | Reduce -1.7% | 17,794 | $2.1M |
| Etfidea, LLC | 0.65% | Add +6.6% | 17,611 | $2.1M |
| LPF Advisors LLC | 1.76% | Add +2.7% | 17,597 | $2.1M |
| Camelot Technology Advisors, Inc. | 1.81% | Reduce -7.7% | 17,545 | $2.1M |
| Steph & Co. | 0.65% | No change | 17,514 | $2.0M |
| Cibc World Market Inc. | 0.00% | Add +40.3% | 17,467 | $2.0M |
| Secure Asset Management, LLC | 0.34% | Add +13.3% | 17,440 | $2.0M |
| Diversify Advisory Services, LLC | 0.11% | Add +12.6% | 17,667 | $2.0M |
| Sunburst Financial Group, LLC | 0.52% | Reduce -0.1% | 17,424 | $2.0M |
| Grey Ledge Advisors, LLC | 0.52% | Reduce -10.2% | 17,273 | $2.0M |
| TruNorth Capital Management, LLC | 0.60% | Reduce -4.1% | 17,258 | $2.0M |
| Regatta Capital Group, LLC | 0.39% | Reduce -0.3% | 17,248 | $2.0M |
| Dudley Capital Management, LLC | 1.05% | Add +4.4% | 17,153 | $2.0M |
| Delta Financial Advisors LLC | 0.73% | Add +6.3% | 17,129 | $2.0M |
| Penobscot Investment Management Company, Inc. | 0.18% | Add +5.4% | 17,091 | $2.0M |
| Rhumbline Advisers | 0.00% | Add +3.7% | 17,086 | $2.0M |
| Capital Advisors, Ltd. LLC | 0.25% | Reduce -2.8% | 17,052 | $2.0M |
| PFG Advisors | 0.13% | Add +1.4% | 17,011 | $2.0M |
| Obermeyer Wealth Partners | 0.11% | Add +0.5% | 17,009 | $2.0M |
| Larson Financial Group LLC | 0.11% | Add +21.3% | 16,948 | $2.0M |
| River Wealth Advisors LLC | 0.26% | Add +1.7% | 16,884 | $2.0M |
| Rockwood Wealth Management, LLC | 0.22% | Add +10.3% | 16,860 | $2.0M |
| JSF Financial, LLC | 0.57% | Reduce -2.4% | 16,818 | $2.0M |
| GAMMA Investing LLC | 0.19% | Add +8.2% | 16,726 | $2.0M |
| Visionary Wealth Advisors | 0.12% | Add +0.5% | 16,690 | $2.0M |
| Macroview Investment Management LLC | 1.91% | Add +1.2% | 16,661 | $1.9M |
| FRG Family Wealth Advisors LLC | 0.35% | No change | 16,661 | $1.9M |
| Moloney Securities Asset Management, LLC | 0.26% | Add +1.0% | 16,642 | $1.9M |
| White Knight Strategic Wealth Advisors, LLC | 1.76% | Reduce -2.7% | 16,585 | $1.9M |
| Legacies Wealth LLC | 1.54% | Reduce -0.2% | 16,571 | $1.9M |
| Scissortail Wealth Management, LLC | 0.47% | Reduce -99.1% | 157 | $1.9M |
| Portland Global Advisors LLC | 0.24% | Add +5.4% | 16,540 | $1.9M |
| Harbour Capital Advisors, LLC | 0.44% | Add +2.1% | 16,638 | $1.9M |
| NBT Bank, N.A. | 0.13% | Add +14.7% | 16,237 | $1.9M |
| Ascent Group, LLC | 0.14% | Reduce -0.7% | 16,189 | $1.9M |
| Coldstream Capital Management Inc. | 0.04% | Add +17.2% | 16,050 | $1.9M |
| Moors & Cabot, Inc. | 0.09% | Add +13.3% | 16,106 | $1.9M |
| Valley Financial Group, Inc. | 1.31% | Reduce -0.2% | 16,024 | $1.9M |
| Magnolia Capital Advisors LLC | 0.94% | Reduce -3.9% | 16,020 | $1.9M |
| Wolf Group Capital Advisors | 0.88% | Reduce -40.7% | 18,593 | $1.9M |
| Manhattan West Asset Management, LLC | 0.48% | Reduce -54.3% | 15,819 | $1.9M |
| Accurate Wealth Management, LLC | 0.37% | Add +18.0% | 15,761 | $1.8M |
| Carolinas Wealth Consulting LLC | 0.33% | Reduce -0.7% | 15,757 | $1.8M |
| Birchcreek Wealth Management, LLC | 1.20% | Reduce -51.4% | 15,721 | $1.8M |
| J. W. Coons Advisors, LLC | 0.34% | Add +2.2% | 15,713 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +15876.5% | 15,657 | $1.8M |
| Signet Financial Management, LLC | 0.23% | Reduce -0.4% | 15,656 | $1.8M |
| Zhang Financial LLC | 0.12% | Add +0.0% | 15,629 | $1.8M |
| Twin Focus Capital Partners, LLC | 0.29% | Reduce -1.9% | 15,585 | $1.8M |
| High Net Worth Advisory Group LLC | 0.51% | Reduce -0.7% | 15,555 | $1.8M |
| Midland Wealth Advisors, LLC | 0.11% | Reduce -9.1% | 15,524 | $1.8M |
| Woodstock Corp. | 0.17% | Add +0.3% | 15,516 | $1.8M |
| Consolidated Portfolio Review Corp | 0.40% | Add +11.3% | 15,416 | $1.8M |
| Retirement Investment Advisors, Inc. | 0.20% | Reduce -1.2% | 15,377 | $1.8M |
| Weil Company, Inc. | 0.59% | Add +13.3% | 15,331 | $1.8M |
| Alera Investment Advisors, LLC | 0.21% | Reduce -2.5% | 15,281 | $1.8M |
| Bridge Advisory, LLC | 0.85% | Reduce -0.5% | 15,224 | $1.8M |
| Great Point Wealth Advisors, LLC | 0.38% | Reduce -1.4% | 15,190 | $1.8M |
| Kellett Wealth Advisors, LLC | 1.27% | Reduce -21.2% | 15,166 | $1.8M |
| Financial Partners Group, Inc | 0.26% | Reduce -4.6% | 15,132 | $1.8M |
| Redwood Wealth Management Group, LLC | 0.88% | Reduce -1.2% | 15,116 | $1.8M |
| TFC Financial Management, Inc. | 0.28% | Add +1.2% | 15,116 | $1.8M |
| Central Pacific Bank - Trust Division | 0.23% | Add +25.1% | 15,052 | $1.8M |
| St. Clair Advisors, LLC | 0.50% | Add +4.3% | 15,035 | $1.8M |
| Tyche Wealth Partners LLC | 0.40% | Reduce -2.2% | 15,029 | $1.8M |
| TFG Advisers LLC | 0.63% | Reduce -0.6% | 14,924 | $1.7M |
| Darden Wealth Group Inc | 1.26% | Add +1.8% | 14,911 | $1.7M |
| Foster Victor Wealth Advisors, LLC | 0.14% | Reduce -9.8% | 15,179 | $1.7M |
| Sweet Financial Partners, LLC | 0.38% | Add +0.9% | 14,840 | $1.7M |
| Goldstein Advisors, LLC | 0.26% | Add +0.3% | 14,820 | $1.7M |
| Advisor OS, LLC | 0.17% | Reduce -1.6% | 14,730 | $1.7M |
| Cambridge Advisors Inc. | 0.37% | Reduce -0.5% | 14,609 | $1.7M |
| Cornerstone Planning Group LLC | 0.45% | Reduce -92.9% | 14,714 | $1.7M |
| First National Corp. /Ma/ | 0.38% | Add +7.9% | 14,514 | $1.7M |
| Lane & Associates LLC | 0.92% | Reduce -10.1% | 14,509 | $1.7M |
| Atlantic Edge Private Wealth Management, LLC | 0.52% | Reduce -13.9% | 14,481 | $1.7M |
| Forza Wealth Management, LLC | 0.77% | Add +5.1% | 14,414 | $1.7M |
| Silvia McColl Wealth Management, LLC | 1.26% | No change | 14,379 | $1.7M |
| Interchange Capital Partners, LLC | 0.60% | Reduce -7.3% | 14,359 | $1.7M |
| Thrive Wealth Management, LLC | 0.31% | Add +5.6% | 14,290 | $1.7M |
| Broadview Financial Management, LLC | 1.13% | Add +6.9% | 14,288 | $1.7M |
| General Partner, Inc. | 1.03% | No change | 14,115 | $1.7M |
| Sterling Capital Management LLC | 0.02% | — | 14,067 | $1.6M |
| Rogco, LP | 0.64% | Reduce -11.2% | 14,031 | $1.6M |
| First County Bank | 0.80% | No change | 13,934 | $1.6M |
| Essex Bank | 0.40% | Reduce -25.6% | 13,814 | $1.6M |
| Peak Asset Management, LLC | 0.30% | No change | 13,810 | $1.6M |
| Solstein Capital, LLC | 0.86% | New | 13,797 | $1.6M |
| Clear Investment Research, LLC | 2.09% | Reduce -48.5% | 13,765 | $1.6M |
| SageView Advisory Group, LLC | 0.08% | Reduce -26.1% | 13,743 | $1.6M |
| SeaBridge Investment Advisors LLC | 0.39% | No change | 13,670 | $1.6M |
| Eastern Bank | 0.03% | New | 13,668 | $1.6M |
| Independent Advisor Alliance | 0.06% | Reduce -21.4% | 13,657 | $1.6M |
| Resurgent Financial Advisors LLC | 0.94% | Add +2.5% | 13,637 | $1.6M |
| Cypress Financial Planning LLC | 0.59% | Add +1.4% | 13,632 | $1.6M |
| Sierra Summit Advisors LLC | 0.37% | Add +0.9% | 13,594 | $1.6M |
| Aaron Wealth Advisors LLC | 0.19% | Add +0.2% | 13,542 | $1.6M |
| Schechter Investment Advisors, LLC | 0.12% | Reduce -34.5% | 13,532 | $1.6M |
| Cobblestone Capital Advisors LLC | 0.09% | Add +0.0% | 13,526 | $1.6M |
| WP Advisors, LLC | 0.57% | Add +0.4% | 13,436 | $1.6M |
| Peninsula Wealth, LLC | 0.27% | Add +0.0% | 13,233 | $1.6M |
| Mainstream Capital Management LLC | 1.33% | — | 13,381 | $1.6M |
| Teachers Insurance & Annuity Association of America | 2.37% | — | 13,241 | $1.5M |
| International Assets Investment Management, LLC | 0.13% | Reduce -24.4% | 13,215 | $1.5M |
| Allen Capital Group, LLC | 0.20% | Reduce -1.9% | 13,155 | $1.5M |
| DHJJ Financial Advisors, Ltd. | 0.61% | Add +3760.6% | 13,126 | $1.5M |
| First Heartland Consultants, Inc. | 0.16% | Add +6.1% | 13,055 | $1.5M |
| Awm Capital, LLC | 0.18% | Add +31.6% | 13,028 | $1.5M |
| Compass Ion Advisors, LLC | 0.19% | Add +134.8% | 13,016 | $1.5M |
| Donaldson Capital Management, LLC | 0.06% | Add +138.8% | 12,978 | $1.5M |
| Balentine LLC | 0.06% | Add +29.5% | 12,974 | $1.5M |
| Continuum Wealth Advisors, LLC | 0.81% | Reduce -0.3% | 12,889 | $1.5M |
| Arbor Trust Wealth Advisors, LLC | 0.79% | No change | 14,120 | $1.5M |
| Staley Capital Advisers Inc. | 0.07% | No change | 12,812 | $1.5M |
| Rockport Wealth LLC | 0.40% | Reduce -6.3% | 12,806 | $1.5M |
| Nova R Wealth, Inc. | 0.73% | Reduce -0.7% | 12,695 | $1.5M |
| Laurel Wealth Planning LLC | 0.97% | Reduce -7.4% | 12,656 | $1.5M |
| Tilia Fiduciary Partners, Inc. | 1.02% | Reduce -0.3% | 12,640 | $1.5M |
| Leverty Financial Group, LLC | 0.81% | Reduce -2.7% | 12,601 | $1.5M |
| Destiny Capital Corp | 0.91% | Add +41.4% | 12,812 | $1.5M |
| Higgins & Schmidt Wealth Strategies LLC | 0.95% | Add +2.7% | 12,521 | $1.5M |
| Nelson Capital Management, LLC | 0.25% | Add +1.9% | 12,500 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Add +172.9% | 12,492 | $1.5M |
| Meridian Investment Counsel Inc. | 0.44% | No change | 12,488 | $1.5M |
| OMNI 360 Wealth, Inc. | 1.00% | Reduce -0.8% | 12,438 | $1.5M |
| Capital Advisors Wealth Management, LLC | 0.27% | Add +0.9% | 12,404 | $1.5M |
| Jamison Private Wealth Management, Inc. | 0.22% | Add +3.8% | 12,401 | $1.5M |
| Fortis Capital Advisors, LLC | 0.48% | Add +241.2% | 12,392 | $1.4M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +3.6% | 12,386 | $1.4M |
| Traveka Wealth, LLC | 0.74% | Reduce -40.2% | 12,383 | $1.4M |
| Hollencrest Capital Management | 0.06% | Add +0.6% | 12,369 | $1.4M |
| Capital Management Associates, Inc | 0.59% | Add +1.4% | 12,340 | $1.4M |
| Ocean Park Asset Management, LLC | 0.06% | Add +29.9% | 12,305 | $1.4M |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 12,246 | $1.4M |
| CHB Investment Group, LLC | 0.76% | — | 12,243 | $1.4M |
| Samalin Investment Counsel, LLC | 0.62% | Add +1.7% | 12,243 | $1.4M |
| Howland Capital Management LLC | 0.06% | Reduce -4.8% | 12,154 | $1.4M |
| Blue Trust, Inc. | 0.02% | Add +3.8% | 13,300 | $1.4M |
| Claro Advisors Inc. | 0.18% | Add +9.9% | 12,125 | $1.4M |
| Clearwater Capital Advisors, LLC | 0.14% | Reduce -2.5% | 12,119 | $1.4M |
| Carmichael Hill & Associates, Inc. | 0.52% | Add +14.3% | 12,114 | $1.4M |
| Cadinha & Co. LLC | 0.24% | Reduce -0.9% | 12,054 | $1.4M |
| Kingfisher Capital LLC | 0.32% | Reduce -6.0% | 12,024 | $1.4M |
| Lionsbridge Wealth Management LLC | 1.11% | Add +37.8% | 11,995 | $1.4M |
| Source Financial Advisors LLC | 0.41% | Add +28.8% | 11,966 | $1.4M |
| Almanack Investment Partners, LLC. | 0.22% | Add +1.8% | 11,925 | $1.4M |
| Beckerman Institutional, LLC | 1.17% | — | 11,883 | $1.4M |
| Lansing Street Advisors | 0.51% | Add +5.2% | 11,857 | $1.4M |
| Ascentis Independent Advisors | 0.22% | Add +20.4% | 11,855 | $1.4M |
| Edgemoor Investment Advisors, Inc. | 0.12% | Reduce -16.8% | 11,834 | $1.4M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 11,832 | $1.4M |
| Opal Wealth Advisors, LLC | 0.43% | No change | 11,801 | $1.4M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -0.1% | 11,790 | $1.4M |
| Fulton Bank, N.A. | 0.05% | Reduce -1.4% | 11,789 | $1.4M |
| Gilbert & Cook, Inc. | 0.19% | Reduce -1.7% | 11,755 | $1.4M |
| Peak Planning Group, LLC | 0.60% | Reduce -2.9% | 11,750 | $1.4M |
| Index Fund Advisors, Inc. | 0.07% | Add +4.6% | 11,728 | $1.4M |
| Columbia Bank | 0.50% | Add +0.7% | 11,714 | $1.4M |
| Saxon Interests, Inc. | 0.62% | Add +8.2% | 11,707 | $1.4M |
| Sterling Financial Planning, Inc. | 0.50% | Reduce -3.1% | 11,700 | $1.4M |
| Lockheed Martin Investment Management Co. | 0.06% | No change | 11,600 | $1.4M |
| LCNB Corp. | 0.48% | Reduce -1.7% | 11,573 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 11,553 | $1.4M |
| Annapolis Financial Services, LLC | 0.40% | No change | 11,550 | $1.4M |
| Napatree Capital LLC | 0.94% | Add +30.9% | 11,506 | $1.3M |
| Members Advisory Group LLC | 0.67% | Add +87.5% | 11,478 | $1.3M |
| Maltin Wealth Management, Inc. | 0.65% | Add +1.7% | 11,463 | $1.3M |
| Old North State Trust, LLC | 1.09% | Add +0.4% | 11,454 | $1.3M |
| Tudor Financial Inc. | 0.82% | — | 11,439 | $1.3M |
| TNF LLC | 0.48% | Reduce -9.5% | 11,558 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.33% | Add +30.1% | 11,342 | $1.3M |
| 1834 Investment Advisors Co. | 0.15% | Add +1.2% | 11,338 | $1.3M |
| Atlantic Union Bankshares Corp | 0.08% | Add +15.8% | 11,332 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +11.6% | 11,317 | $1.3M |
| IMC-Chicago, LLC | 0.04% | Reduce -49.1% | 11,314 | $1.3M |
| Intergy Private Wealth, LLC | 0.50% | Add +1.1% | 11,240 | $1.3M |
| Lwmg, LLC | 0.25% | Reduce -3.2% | 11,215 | $1.3M |
| Rockland Trust Co. | 0.06% | Reduce -7.2% | 11,203 | $1.3M |
| Walkner Condon Financial Advisors LLC | 0.27% | Add +6.8% | 11,204 | $1.3M |
| Forum Private Client Group LLC | 0.58% | Reduce -7.7% | 11,200 | $1.3M |
| Inspire Advisors, LLC | 0.16% | Add +16.2% | 11,166 | $1.3M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +25.9% | 11,164 | $1.3M |
| Defined Wealth Management, LLC | 0.84% | Add +1.7% | 11,108 | $1.3M |
| Sound Income Strategies, LLC | 0.08% | Add +58.1% | 11,083 | $1.3M |
| Three Seasons Wealth, LLC | 0.68% | Reduce -1.1% | 11,026 | $1.3M |
| Insigneo Advisory Services, LLC | 0.13% | Add +28.4% | 11,013 | $1.3M |
| Asset Dedication, LLC | 0.09% | Reduce -19.2% | 10,997 | $1.3M |
| Anchor Investment Management, LLC | 0.12% | Add +1508.4% | 10,953 | $1.3M |
| Pacific Center for Financial Services | 0.34% | Reduce -2.0% | 10,952 | $1.3M |
| Chemistry Wealth Management LLC | 0.31% | No change | 10,945 | $1.3M |
| TCV Trust & Wealth Management, Inc. | 0.11% | Reduce -1.9% | 10,901 | $1.3M |
| Sandy Cove Advisors, LLC | 0.52% | Add +0.8% | 10,892 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +24.2% | 10,891 | $1.3M |
| Rathbones Group PLC | 0.01% | Add +47.5% | 10,865 | $1.3M |
| Jordan Park Group LLC | 0.09% | Reduce -9.3% | 10,836 | $1.3M |
| Center for Financial Planning, Inc. | 0.17% | Add +0.3% | 10,809 | $1.3M |
| ZWJ Investment Counsel Inc. | 0.05% | Add +5.8% | 10,718 | $1.3M |
| Mma Asset Management LLC | 0.33% | Add +86.4% | 11,734 | $1.3M |
| Summit Investment Advisory Services, LLC | 0.66% | New | 10,690 | $1.3M |
| Bison Wealth, LLC | 0.20% | Add +124.5% | 10,650 | $1.2M |
| GS Investments, Inc. | 0.55% | Add +3.1% | 10,597 | $1.2M |
| Crew Capital Management, Ltd | 0.99% | No change | 10,590 | $1.2M |
| American Capital Advisory, LLC | 0.72% | Add +42.4% | 10,586 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.08% | Add +26.7% | 10,570 | $1.2M |
| Grant/GrossMendelsohn, LLC | 0.53% | Reduce -1.2% | 10,541 | $1.2M |
| Fort Point Capital Partners LLC | 0.15% | Reduce -0.1% | 10,535 | $1.2M |
| Waterloo Capital, L.P. | 0.13% | Reduce -9.2% | 10,526 | $1.2M |
| Forte Asset Management LLC | 0.65% | Add +0.4% | 10,492 | $1.2M |
| Ti-Trust, Inc. | 0.88% | Reduce -15.8% | 10,468 | $1.2M |
| Tyler-Stone Wealth Management | 0.23% | Add +115.1% | 10,447 | $1.2M |
| NavPoint Financial, Inc. | 0.98% | Add +0.9% | 10,432 | $1.2M |
| Eagle Strategies LLC | 0.22% | Add +16.1% | 10,407 | $1.2M |
| Inscription Capital, LLC | 0.18% | Reduce -12.4% | 10,344 | $1.2M |
| Napa Wealth Management | 0.57% | Add +66.8% | 10,329 | $1.2M |
| Independent Family Office, LLC | 0.61% | Add +3.9% | 10,413 | $1.2M |
| BlueChip Wealth Advisors LLC | 0.63% | No change | 10,286 | $1.2M |
| Spirepoint Private Client, LLC | 0.16% | Reduce -1.8% | 10,282 | $1.2M |
| Flagship Private Wealth, LLC | 0.62% | Add +24.7% | 10,271 | $1.2M |
| James Investment Research, Inc. | 0.14% | Add +2.5% | 10,235 | $1.2M |
| Summit X, LLC | 0.29% | Reduce -1.5% | 11,217 | $1.2M |
| KG Capital Management | 0.39% | Reduce -1.2% | 10,206 | $1.2M |
| PBMares Wealth Management LLC | 0.25% | Reduce -10.1% | 10,205 | $1.2M |
| FLC Capital Advisors | 0.27% | Reduce -2.7% | 10,187 | $1.2M |
| Avion Wealth | 0.31% | Add +2.4% | 10,117 | $1.2M |
| Global Financial Private Client, LLC | 0.46% | Add +115.8% | 10,062 | $1.2M |
| Creative Financial Designs Inc. | 0.10% | Reduce -30.1% | 10,052 | $1.2M |
| Pasadena Private Wealth, LLC | 0.25% | No change | 10,000 | $1.2M |
| Opinicus Capital, Inc. | 0.94% | Add +1.0% | 9,992 | $1.2M |
| Tompkins Financial Corp. | 0.11% | Reduce -0.0% | 9,982 | $1.2M |
| Lincoln Capital LLC | 0.25% | Reduce -0.6% | 9,946 | $1.2M |
| Sovereign Financial Group, Inc. | 0.27% | Reduce -1.8% | 9,934 | $1.2M |
| GenTrust, LLC | 0.06% | Reduce -4.4% | 9,924 | $1.2M |
| Aviance Capital Partners, LLC | 0.15% | Add +0.3% | 9,912 | $1.2M |
| Christensen, King & Associates Investment Services, Inc. | 0.55% | Add +34.6% | 9,907 | $1.2M |
| Edge Financial Advisors LLC | 1.03% | Add +0.4% | 9,891 | $1.2M |
| First Foundation Advisors | 0.04% | Reduce -25.2% | 9,875 | $1.2M |
| Stock Yards Bank & Trust Co. | 0.04% | Add +1.3% | 9,865 | $1.2M |
| Oliver Luxxe Assets LLC | 0.20% | Add +3.2% | 9,782 | $1.1M |
| HRC Wealth Management, LLC | 0.74% | Add +0.2% | 9,781 | $1.1M |
| Bank Ozk | 0.47% | Add +2.1% | 9,769 | $1.1M |
| Townsend Asset Management Corp. /NC/ | 0.42% | Add +0.1% | 9,756 | $1.1M |
| Alpha Omega Wealth Management LLC | 0.21% | Reduce -0.7% | 9,755 | $1.1M |
| Palisade Capital Management, LP | 0.03% | Add +0.1% | 9,747 | $1.1M |
| International Private Wealth Advisors LLC | 1.67% | Add +2.0% | 9,740 | $1.1M |
| Renasant Bank | 0.75% | Reduce -24.6% | 9,737 | $1.1M |
| Probity Advisors, Inc. | 0.22% | Reduce -12.9% | 9,724 | $1.1M |
| Coppell Advisory Solutions LLC | 0.17% | Add +20.6% | 9,749 | $1.1M |
| Bragg Financial Advisors, Inc | 0.05% | Add +1.4% | 9,667 | $1.1M |
| Pinnacle Wealth Management Group, Inc. | 0.71% | Reduce -69.7% | 9,636 | $1.1M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.25% | Add +0.1% | 9,620 | $1.1M |
| Wooster Corthell Wealth Management, Inc. | 0.24% | Reduce -2.3% | 9,613 | $1.1M |
| Motco | 0.11% | Add +39.1% | 9,596 | $1.1M |
| Port Capital LLC | 0.05% | Reduce -6.4% | 9,596 | $1.1M |
| Foster Group, Inc. | 0.04% | Add +1.3% | 9,574 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Add +21.6% | 9,559 | $1.1M |
| Intrinsic Value Partners, LLC | 1.11% | Add +0.2% | 9,510 | $1.1M |
| Westmount Partners, LLC | 0.33% | Reduce -2.1% | 9,429 | $1.1M |
| First Commonwealth Financial Corp | 0.26% | No change | 9,411 | $1.1M |
| Cypress Capital Group | 0.12% | Add +9.3% | 9,354 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +1.0% | 9,325 | $1.1M |
| Farnam Financial LLC | 1.19% | — | 9,297 | $1.1M |
| Better Money Decisions, LLC | 0.76% | Reduce -1.5% | 9,218 | $1.1M |
| Integrated Investment Consultants, LLC | 0.23% | Reduce -5.4% | 9,166 | $1.1M |
| Orion Capital Management LLC | 0.52% | Reduce -7.6% | 9,159 | $1.1M |
| Chandler Asset Management, Inc. | 0.20% | No change | 9,150 | $1.1M |
| Corebridge Financial, Inc. | 0.01% | Reduce -25.4% | 9,100 | $1.1M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 9,088 | $1.1M |
| Ade, LLC | 0.65% | Reduce -0.1% | 9,088 | $1.1M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -9.8% | 9,075 | $1.1M |
| Novare Capital Management LLC | 0.09% | New | 9,033 | $1.1M |
| Plimoth Trust Co. LLC | 0.27% | Add +4.3% | 9,021 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.10% | Reduce -2.1% | 8,978 | $1.1M |
| Hardin Capital Partners, LLC | 0.59% | Add +19.4% | 9,158 | $1.0M |
| David J Yvars Group | 0.65% | Reduce -1.1% | 8,958 | $1.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.14% | Add +6.7% | 8,928 | $1.0M |
| Sweeney & Michel, LLC | 0.41% | Add +0.2% | 8,816 | $1.0M |
| New England Asset Management Inc. | 0.17% | No change | 8,900 | $1.0M |
| Klingenstein Fields & Co. LP | 0.04% | New | 8,895 | $1.0M |
| Wealth Dimensions Group, Ltd. | 0.26% | Reduce -0.2% | 8,858 | $1.0M |
| Talon Private Wealth, LLC | 0.22% | — | 8,856 | $1.0M |
| Marks Group Wealth Management, Inc | 0.10% | Add +5.0% | 8,833 | $1.0M |
| KWB Wealth | 0.13% | Add +1.9% | 9,661 | $1.0M |
| Composition Wealth, LLC | 0.02% | Reduce -8.6% | 8,789 | $1.0M |
| Evoke Wealth, LLC | 0.03% | New | 8,783 | $1.0M |
| Linscomb Wealth, Inc. | 0.05% | Reduce -7.9% | 8,758 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.2% | 8,757 | $1.0M |
| QRG Capital Management, Inc. | 0.01% | Add +16.1% | 8,739 | $1.0M |
| Pacific Sun Financial Corp | 0.56% | Add +0.1% | 8,727 | $1.0M |
| Brookmont Capital Management | 0.52% | Reduce -0.6% | 8,718 | $1.0M |
| Davies Financial Advisors, Inc. | 0.89% | Add +235.3% | 8,695 | $1.0M |
| Simon Quick Advisors, LLC | 0.06% | New | 8,686 | $1.0M |
| Zions Bancorporation, N.A. | 0.07% | No change | 8,663 | $1.0M |
| Cannell & Spears LLC | 0.02% | Reduce -1.2% | 8,658 | $1.0M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.19% | Reduce -0.1% | 8,602 | $1.0M |
| Court Place Advisors, LLC | 0.29% | New | 8,583 | $1.0M |
| Sonata Capital Group Inc. | 0.42% | Add +3.8% | 8,513 | $996K |
| Princeton Global Asset Management LLC | 0.19% | Add +422.7% | 8,437 | $987K |
| 49 Wealth Management, LLC | 0.16% | Reduce -0.0% | 8,418 | $985K |
| Pinnacle Family Advisors, LLC | 0.51% | Reduce -11.0% | 8,405 | $983K |
| Fiduciary Financial Group, LLC | 0.22% | Reduce -1.3% | 8,551 | $980K |
| Riverpoint Wealth Management Holdings, LLC | 0.25% | Add +0.5% | 8,360 | $978K |
| Financial Partners Group, LLC | 0.37% | Reduce -19.5% | 8,356 | $977K |
| Parkside Financial Bank & Trust | 0.13% | Add +8.6% | 8,231 | $963K |
| Key Financial Inc | 0.21% | No change | 8,209 | $960K |
| Clarity Capital Partners LLC | 0.57% | Add +5.4% | 8,203 | $959K |
| Factorial Partners, LLC | 0.55% | New | 8,200 | $959K |
| Fortune Financial Advisors, LLC | 0.87% | Reduce -5.8% | 8,174 | $956K |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +12.5% | 8,167 | $955K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.36% | Reduce -3.9% | 8,117 | $949K |
| Spectrum Wealth Counsel, LLC | 0.11% | Reduce -42.0% | 8,081 | $945K |
| Baker Ellis Asset Management LLC | 0.13% | Add +56.4% | 8,001 | $936K |
| New Century Financial Group, LLC | 0.34% | Add +4.1% | 7,980 | $933K |
| Corundum Group, Inc. | 0.42% | No change | 7,962 | $931K |
| Strategies Wealth Advisors, LLC | 0.12% | Reduce -4.8% | 7,917 | $926K |
| Greystone Financial Group, LLC | 0.17% | New | 7,910 | $925K |
| Vannoy Advisory Group, Inc. | 0.67% | No change | 7,876 | $921K |
| MV Capital Management, Inc. | 0.10% | Add +3.7% | 7,872 | $921K |
| Indiana Trust & Investment Management Co | 0.31% | Reduce -3.4% | 7,871 | $921K |
| Kennebec Savings Bank | 0.90% | — | 7,817 | $914K |
| Endowment Wealth Management, Inc. | 0.60% | Add +18.1% | 7,810 | $913K |
| SC&H Financial Advisors, Inc. | 0.20% | Add +0.1% | 7,785 | $911K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -21.6% | 7,779 | $910K |
| TL Private Wealth | 0.41% | Add +0.5% | 7,932 | $910K |
| Bradley Foster & Sargent Inc. | 0.02% | Add +12.3% | 7,717 | $903K |
| Bright Futures Wealth Management, LLC. | 0.44% | Reduce -0.6% | 7,791 | $902K |
| Roberts Financial Services LLC | 0.17% | Reduce -18.1% | 7,697 | $900K |
| Advisors Capital Management, LLC | 0.01% | Add +32.0% | 7,691 | $900K |
| 180 Wealth Advisors, LLC | 0.14% | Add +2.7% | 7,691 | $900K |
| Prospect Financial Services LLC | 0.56% | Reduce -3.2% | 7,683 | $899K |
| Moneywise, Inc. | 0.44% | Add +2.2% | 7,671 | $897K |
| Centurion Wealth Management LLC | 0.29% | — | 7,660 | $896K |
| Berkshire Asset Management LLC | 0.05% | No change | 8,388 | $895K |
| Ardent Capital Management, Inc. | 0.41% | No change | 7,646 | $894K |
| Evolution Wealth Advisors, LLC | 0.16% | No change | 7,640 | $894K |
| Pine Valley Investments Ltd Liability Co | 0.06% | Reduce -12.2% | 7,623 | $892K |
| TD Capital Management LLC | 0.09% | Add +0.2% | 7,619 | $891K |
| First Bancorp, Inc | 0.62% | Reduce -0.5% | 7,614 | $891K |
| Financial Freedom, LLC | 0.47% | Add +0.3% | 7,581 | $887K |
| Horizons Wealth Management | 0.68% | No change | 7,525 | $880K |
| Lauer Wealth, LLC | 0.68% | Reduce -1.3% | 7,668 | $879K |
| Marshall Financial Group, LLC | 0.21% | New | 7,510 | $878K |
| Transatlantique Private Wealth LLC | 0.34% | Reduce -3.8% | 7,500 | $877K |
| Hohimer Wealth Management, LLC | 0.19% | No change | 7,468 | $873K |
| Vertex Planning Partners, LLC | 0.21% | Reduce -0.5% | 7,464 | $873K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Add +15.6% | 7,578 | $871K |
| GW&K Investment Management, LLC | 0.01% | Add +0.8% | 7,434 | $869K |
| Greenhouse Wealth Management, LLC | 0.58% | Add +0.4% | 7,421 | $868K |
| Ipswich Investment Management Co., Inc. | 0.20% | Add +22.5% | 7,415 | $867K |
| National Wealth Management Group, LLC | 0.59% | Reduce -14.0% | 7,398 | $865K |
| Empirical Asset Management, LLC | 0.31% | Add +3.4% | 7,395 | $865K |
| Sharkey, Howes & Javer | 0.12% | New | 7,388 | $864K |
| Two Sigma Securities, LLC | 0.07% | Add +120.6% | 7,356 | $860K |
| WFA of San Diego, LLC | 0.72% | Add +1.6% | 7,311 | $855K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.34% | Reduce -13.8% | 7,265 | $850K |
| Tufton Capital Management | 0.16% | Reduce -21.3% | 7,244 | $847K |
| Allegheny Financial Group | 0.21% | Reduce -3.9% | 7,223 | $845K |
| Plante Moran Financial Advisors, LLC | 0.07% | Reduce -16.3% | 7,221 | $845K |
| Lyell Wealth Management, LP | 0.08% | Add +34.5% | 7,210 | $843K |
| Ethos Financial Group, LLC | 0.14% | Reduce -6.9% | 7,210 | $843K |
| NWF Advisory Services Inc. | 0.12% | Reduce -34.5% | 7,206 | $843K |
| Pallas Capital Advisors LLC | 0.04% | Add +0.2% | 7,316 | $841K |
| Deutsche Bank AG | 0.00% | Reduce -0.4% | 7,128 | $834K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.3% | 7,089 | $829K |
| Barrett & Company, Inc. | 0.36% | Add +0.0% | 7,085 | $829K |
| PGIM Custom Harvest LLC | 0.02% | Reduce -9.4% | 7,080 | $828K |
| Kraft Asset Management, LLC | 0.65% | Reduce -4.3% | 7,052 | $825K |
| Personal Cfo Solutions, LLC | 0.11% | Add +1.5% | 7,027 | $822K |
| Waters Parkerson & Co., LLC | 0.04% | Add +3.4% | 7,016 | $821K |
| PAX Financial Group, LLC | 0.15% | Reduce -41.3% | 6,979 | $816K |
| Insight Advisors, LLC/ PA | 0.14% | Reduce -3.7% | 6,909 | $808K |
| Emprise Bank | 0.47% | No change | 6,901 | $807K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +5.9% | 6,886 | $805K |
| Quantinno Capital Management LP | 0.01% | Add +64.8% | 6,857 | $802K |
| Columbus Macro, LLC | 0.29% | Reduce -1.2% | 6,841 | $800K |
| Cassady Schiller Wealth Management, LLC | 0.29% | Reduce -2.1% | 6,824 | $798K |
| BKM Wealth Management, LLC | 0.32% | Add +0.7% | 6,805 | $796K |
| Watershed Private Wealth LLC | 0.32% | Reduce -17.5% | 6,803 | $796K |
| Invesco Ltd. | 0.00% | Reduce -7.6% | 6,789 | $794K |
| White Lighthouse Investment Management Inc. | 0.14% | Add +1.1% | 6,787 | $794K |
| Main Street Financial Solutions, LLC | 0.07% | Add +0.0% | 6,766 | $791K |
| Stokes Capital Advisors, LLC | 0.20% | Reduce -10.8% | 6,759 | $791K |
| Wealth Group Ltd | 0.23% | Reduce -0.3% | 6,732 | $787K |
| Cooper Financial Group | 0.10% | Reduce -5.9% | 6,720 | $786K |
| SIMA Wealth Partners, LLC | 0.68% | Reduce -29.3% | 6,716 | $785K |
| Tennessee Valley Asset Management Partners | 0.13% | Add +5.7% | 6,720 | $784K |
| Sather Financial Group Inc | 0.05% | No change | 6,697 | $783K |
| Sensible Money, LLC | 0.34% | Reduce -27.6% | 6,691 | $783K |
| RPG Investment Advisory, LLC | 0.11% | Add +17.3% | 6,665 | $780K |
| L.M. Kohn & Company | 0.20% | Add +63.0% | 6,659 | $779K |
| Parkside Investments, LLC | 0.12% | Reduce -13.6% | 6,653 | $778K |
| Wealth Effects LLC | 0.27% | Add +4.7% | 6,648 | $778K |
| Perritt Capital Management Inc | 0.40% | Add +0.1% | 6,648 | $778K |
| FWG Investments, LLC. | 0.67% | Add +13.2% | 6,648 | $778K |
| WealthBridge Capital Management, LLC | 0.22% | Add +4.7% | 6,639 | $776K |
| Schnieders Capital Management LLC | 0.15% | Add +179.7% | 6,610 | $773K |
| Pioneer Trust Bank N A | 0.20% | Reduce -5.6% | 6,600 | $772K |
| Argent Advisors, Inc. | 0.29% | No change | 6,582 | $770K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -10.8% | 6,541 | $765K |
| Great Diamond Partners, LLC | 0.19% | Reduce -6.6% | 6,519 | $762K |
| Bouchey Financial Group, Ltd. | 0.07% | Add +51.2% | 6,514 | $762K |
| Capital Planning Advisors, LLC | 0.12% | No change | 6,513 | $762K |
| SpiderRock Advisors, LLC | 0.02% | Add +19.3% | 6,507 | $761K |
| McIlrath & Eck, LLC | 0.10% | Reduce -7.1% | 6,508 | $761K |
| Trust Point Inc. | 0.06% | Reduce -1.2% | 6,507 | $761K |
| Lincoln Capital Corp. | 0.31% | No change | 6,442 | $753K |
| Total Wealth Planning, LLC | 0.12% | Reduce -0.3% | 6,441 | $753K |
| Brown, Lisle/Cummings, Inc. | 0.23% | Add +0.0% | 6,438 | $753K |
| Ignite Planners, LLC | 0.17% | Reduce -4.7% | 6,437 | $753K |
| Inspire Trust Co, N.A. | 0.21% | Reduce -79.3% | 6,434 | $753K |
| Truepoint, Inc. | 0.02% | Add +0.8% | 6,431 | $752K |
| Philadelphia Trust Co. | 0.05% | Add +5.8% | 6,429 | $752K |
| Professional Financial Advisors, LLC | 0.19% | Add +2.5% | 6,410 | $750K |
| Gradient Capital Advisors, LLC | 0.25% | Add +0.0% | 6,399 | $748K |
| SteelPeak Wealth, LLC | 0.03% | Add +17.5% | 6,391 | $747K |
| Outlook Wealth Advisors, LLC | 0.21% | Reduce -0.3% | 6,379 | $746K |
| Thompson Investment Management, Inc. | 0.11% | Add +3.2% | 6,373 | $745K |
| Sfm, LLC | 0.56% | Reduce -10.5% | 6,363 | $744K |
| Firestone Capital Management | 0.19% | Add +0.2% | 6,359 | $744K |
| Ledyard National Bank | 0.07% | Reduce -4.6% | 6,358 | $744K |
| Optivise Advisory Services LLC | 0.39% | Reduce -0.0% | 6,349 | $743K |
| Seven Post Investment Office LP | 0.11% | No change | 6,298 | $737K |
| Dupree Financial Group, LLC | 0.31% | Reduce -78.8% | 6,290 | $736K |
| Northstar Advisory Group, LLC | 0.38% | Add +1.5% | 6,252 | $731K |
| Tsfg, LLC | 0.16% | Reduce -2.2% | 6,239 | $730K |
| Kwmg, LLC | 0.07% | Add +1.8% | 6,239 | $730K |
| Commonwealth Financial Services, LLC | 0.14% | Add +0.8% | 6,308 | $728K |
| Blue Barn Wealth, LLC | 0.37% | No change | 6,216 | $727K |
| GGM Financial LLC | 0.63% | Reduce -0.6% | 6,213 | $727K |
| Motive Wealth Advisors | 0.44% | No change | 6,809 | $726K |
| LVM Capital Management Ltd. | 0.08% | No change | 6,803 | $726K |
| White Pine Capital LLC | 0.25% | Add +17.3% | 6,188 | $724K |
| Sageworth Trust Co of South Dakota | 0.93% | No change | 6,184 | $723K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Reduce -0.1% | 6,178 | $723K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,163 | $721K |
| Clare Market Investments LLC | 0.19% | Add +0.6% | 6,150 | $719K |
| Trexquant Investment LP | 0.01% | Reduce -63.4% | 6,137 | $718K |
| American Investment Services, Inc. | 0.12% | Reduce -1.4% | 6,117 | $715K |
| Windsor Advisory Group, LLC | 0.81% | New | 6,103 | $714K |
| FMB Wealth Management | 0.40% | No change | 6,093 | $713K |
| Kovack Advisors, Inc. | 0.08% | Add +44.6% | 6,088 | $712K |
| Washington Trust Advisors, Inc. | 0.06% | Add +0.1% | 6,086 | $712K |
| Creekside Partners | 0.37% | Add +0.1% | 6,083 | $712K |
| Armstrong Advisory Group, Inc. | 0.06% | Reduce -3.1% | 6,058 | $709K |
| Brightwater Advisory LLC | 0.52% | Add +0.8% | 6,048 | $707K |
| Willow Creek Wealth Management Inc. | 0.07% | No change | 6,027 | $705K |
| Droms Strauss Advisors Inc. /Mo/ | 0.25% | Reduce -1.4% | 6,019 | $704K |
| Integral Investment Advisors, Inc. | 0.19% | Add +0.7% | 5,991 | $701K |
| Shepherd Financial Partners LLC | 0.08% | Reduce -2.7% | 5,962 | $697K |
| HFG Advisors, Inc. | 0.62% | Reduce -0.6% | 5,952 | $696K |
| Hillcrest Wealth Advisors - NY, LLC | 0.35% | Reduce -4.4% | 5,950 | $696K |
| American Institute for Advanced Investment Management, LLP | 0.50% | Add +9.8% | 5,925 | $693K |
| Elios Financial Group Inc. | 0.32% | — | 5,922 | $693K |
| Janney Capital Management LLC | 0.05% | Reduce -0.3% | 5,915 | $692K |
| Navellier & Associates Inc. | 0.09% | No change | 5,910 | $691K |
| First National Bank & Trust Co. of Newtown | 0.13% | No change | 5,893 | $689K |
| Clearbridge Investments, LLC | 0.00% | Add +3.1% | 5,891 | $689K |
| McNaughton Wealth Management, LLC | 0.33% | Reduce -2.7% | 5,868 | $686K |
| Gemmer Asset Management LLC | 0.07% | Add +17.2% | 5,861 | $685K |
| Liberty Wealth Management LLC | 0.12% | Reduce -97.6% | 5,856 | $685K |
| McRae Capital Management Inc. | 0.13% | Add +4.5% | 5,848 | $684K |
| Zega Financial, LLC | 0.22% | New | 5,819 | $681K |
| Kearns & Associates LLC | 0.45% | No change | 5,808 | $679K |
| Horan Capital Advisors, LLC. | 0.23% | No change | 5,796 | $678K |
| BIP Wealth, LLC | 0.05% | Add +2.0% | 5,790 | $677K |
| IMS Capital Management | 0.30% | Add +0.0% | 5,769 | $675K |
| Glass Jacobson Investment Advisors llc | 0.22% | Add +0.4% | 5,747 | $672K |
| Bedel Financial Consulting, Inc. | 0.09% | New | 5,744 | $672K |
| Sendero Wealth Management, LLC | 0.11% | Add +29.1% | 5,734 | $671K |
| Russell Investments Group, Ltd. | 0.00% | Add +66.2% | 5,732 | $670K |
| Lakeridge Wealth Management LLC | 0.37% | Add +4.0% | 5,693 | $666K |
| First National Advisers, LLC | 0.11% | Add +8.5% | 5,689 | $665K |
| Lazari Capital Management, Inc. | 0.28% | Add +0.2% | 5,683 | $665K |
| Gilman Hill Asset Management, LLC | 0.11% | No change | 5,672 | $663K |
| Ameraudi Asset Management, Inc. | 0.30% | No change | 5,670 | $663K |
| Johnson Bixby & Associates, LLC | 0.10% | Reduce -18.2% | 5,663 | $662K |
| CIBC Asset Management Inc | 0.00% | No change | 5,644 | $660K |
| W Advisors, LLC | 0.41% | Reduce -1.7% | 5,625 | $658K |
| Epiq Partners, LLC | 0.38% | Add +100.8% | 5,622 | $658K |
| Asset Allocation & Management Company, LLC | 0.41% | No change | 5,541 | $648K |
| Beacon Financial Advisory LLC | 0.22% | Reduce -9.0% | 5,526 | $646K |
| Rainey & Randall Wealth Advisors Inc. | 0.14% | Add +1.5% | 5,520 | $646K |
| S.E.E.D. Planning Group LLC | 0.21% | Add +18.4% | 5,509 | $644K |
| Vista Capital Partners, Inc. | 0.07% | Reduce -5.6% | 5,506 | $644K |
| Nicolet Bankshares Inc. | 0.13% | Reduce -5.1% | 5,487 | $642K |
| Mosley Wealth Management | 0.44% | Add +11.2% | 5,527 | $642K |
| SP Asset Management LLC | 0.05% | Add +0.0% | 5,484 | $641K |
| Hoxton Planning & Management, LLC | 0.25% | Add +1.1% | 5,468 | $640K |
| CNB Bank | 0.30% | Reduce -0.4% | 5,466 | $639K |
| Alta Wealth Advisors LLC | 0.29% | Reduce -0.9% | 5,450 | $637K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Reduce -2.7% | 5,435 | $636K |
| Keeley-Teton Advisors, LLC | 0.07% | Add +1.2% | 5,426 | $635K |
| Trust Co | 0.08% | No change | 5,416 | $633K |
| Family Manage LLC | 0.11% | No change | 5,411 | $633K |
| Brandywine Oak Private Wealth LLC | 0.06% | Add +3.2% | 5,400 | $632K |
| Alhambra Investment Management LLC | 0.33% | Add +3.4% | 5,400 | $632K |
| Debussy Capital Management LP | 0.18% | Add +1.4% | 5,368 | $628K |
| Studio Investment Management LLC | 0.13% | Add +45.5% | 5,341 | $625K |
| Advisory Alpha, LLC | 0.02% | Reduce -2.1% | 5,311 | $621K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.15% | Reduce -3.3% | 5,302 | $620K |
| Strategic Financial Planning, Inc. | 0.41% | No change | 5,299 | $620K |
| Moneco Advisors, LLC | 0.08% | Reduce -11.0% | 5,295 | $619K |
| Charter Oak Capital Management, LLC | 0.06% | Reduce -1.1% | 5,286 | $618K |
| Axiom Advisory, LLC | 0.01% | Add +45.7% | 5,434 | $617K |
| Somerset Trust Co | 0.23% | No change | 5,277 | $617K |
| Advanced Asset Management Advisors Inc | 0.16% | No change | 5,781 | $617K |
| Kathleen S. Wright Associates Inc. | 0.25% | Add +10.6% | 5,270 | $616K |
| North Star Investment Management Corp. | 0.04% | Reduce -6.1% | 5,264 | $616K |
| Steel Grove Capital Advisors, LLC | 0.09% | Reduce -5.9% | 5,281 | $616K |
| Lion Street Advisors, LLC | 0.21% | Add +7.2% | 5,217 | $610K |
| Haverford Financial Services, Inc. | 0.17% | No change | 5,210 | $609K |
| Exchange Bank | 0.50% | No change | 5,197 | $608K |
| Cypress Wealth Services, LLC | 0.13% | Add +4.8% | 5,185 | $606K |
| PSI Advisors, LLC | 0.18% | Reduce -10.4% | 5,148 | $602K |
| Sunpointe, LLC | 0.49% | Reduce -8.3% | 5,131 | $600K |
| Invenio Wealth Partners LLC | 0.26% | Reduce -5.5% | 5,117 | $598K |
| Ballentine Capital Advisors, Inc | 0.30% | Reduce -4.8% | 5,113 | $598K |
| Market Street Wealth Management Advisors LLC | 0.10% | Reduce -0.6% | 5,095 | $596K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -72.6% | 5,086 | $595K |
| Correct Capital Wealth Management | 0.13% | Reduce -5.2% | 5,085 | $595K |
| Arlington Trust Co LLC | 0.13% | New | 5,080 | $594K |
| Maia Wealth LLC | 0.15% | Reduce -45.5% | 5,160 | $593K |
| Nilsine Partners, LLC | 0.08% | Add +30.8% | 5,053 | $591K |
| Smith Anglin Financial, LLC | 0.06% | Add +35.0% | 5,050 | $591K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -9.0% | 4,755 | $586K |
| GeoWealth Management, LLC | 0.02% | Add +164.0% | 5,010 | $586K |
| Live Oak Private Wealth LLC | 0.10% | Add +5.9% | 5,006 | $586K |
| CBIZ Investment Advisory Services, LLC | 0.03% | Add +0.1% | 4,989 | $584K |
| Costello Asset Management, INC | 0.39% | Add +84.4% | 4,964 | $581K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.13% | Reduce -6.9% | 4,949 | $579K |
| Heartwood Wealth Advisors LLC | 0.06% | Add +1.2% | 4,948 | $579K |
| BSW Wealth Partners | 0.09% | Add +69.3% | 4,935 | $577K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -8.6% | 4,915 | $575K |
| GW Henssler & Associates Ltd. | 0.03% | Add +0.0% | 4,898 | $573K |
| Avondale Wealth Management | 0.37% | Add +113.4% | 4,891 | $572K |
| New Potomac Partners, LLC | 0.29% | Reduce -1.4% | 4,869 | $569K |
| ETF Store, Inc. | 0.59% | Reduce -4.6% | 4,863 | $569K |
| Jackson Hole Capital Partners, LLC | 0.12% | Add +10.4% | 4,845 | $567K |
| Ruggaard & Associates LLC | 0.25% | Reduce -7.6% | 4,837 | $566K |
| Wells Financial Advisors INC | 0.76% | No change | 4,824 | $564K |
| WMG Financial Advisors, LLC | 0.25% | No change | 4,809 | $562K |
| Meridian Wealth Advisors, LLC | 0.09% | Add +134.8% | 4,781 | $559K |
| Bordeaux Wealth Advisors LLC | 0.10% | Reduce -1.9% | 4,779 | $559K |
| Relyea Zuckerberg Hanson LLC | 0.09% | No change | 4,778 | $559K |
| Facet Wealth, Inc. | 0.02% | Add +16.4% | 4,888 | $559K |
| Powell Investment Advisors, LLC | 0.26% | Add +26.5% | 4,775 | $558K |
| Thomasville National Bank | 0.04% | No change | 4,772 | $558K |
| Sonoma Private Wealth LLC | 0.87% | Add +99.1% | 4,769 | $558K |
| DT Investment Partners, LLC | 0.05% | No change | 4,754 | $556K |
| Courage Miller Partners, LLC | 0.19% | Reduce -0.2% | 4,748 | $555K |
| Stelac Advisory Services LLC | 0.22% | Add +15.9% | 4,735 | $554K |
| Sterling Wealth Management, Inc. | 0.21% | Reduce -4.8% | 4,733 | $554K |
| Salem Investment Counselors Inc. | 0.02% | Add +1.1% | 4,731 | $553K |
| Bowman & Co S.C. | 0.29% | Add +5.3% | 4,712 | $551K |
| Beacon Bank & Trust | 0.13% | Reduce -1.1% | 4,705 | $550K |
| Fisher Asset Management | 0.00% | Reduce -83.6% | 4,693 | $549K |
| Clear Point Advisors Inc. | 0.42% | Add +0.2% | 4,691 | $549K |
| Doliver Advisors, LP | 0.15% | Reduce -7.2% | 4,682 | $548K |
| Howard Capital Management Group, LLC | 0.04% | No change | 4,673 | $547K |
| Sierra Capital LLC | 0.06% | Reduce -30.5% | 4,652 | $544K |
| Security National Bank | 0.07% | No change | 4,642 | $543K |
| Sugar Maple Asset Management, LLC | 0.47% | New | 4,637 | $542K |
| Silverlake Wealth Management LLC | 0.21% | Add +6.1% | 4,636 | $542K |
| Roundview Capital LLC | 0.04% | Add +14.6% | 4,628 | $541K |
| BTC Capital Management, Inc. | 0.05% | Reduce -2.9% | 4,625 | $541K |
| Primoris Wealth Advisors, LLC | 0.39% | Reduce -0.4% | 4,619 | $540K |
| Modus Advisors, LLC | 0.18% | Reduce -45.9% | 4,618 | $540K |
| Loudon Investment Management, LLC | 0.30% | Add +9.3% | 4,615 | $540K |
| Founders Financial Alliance, LLC | 0.15% | Reduce -2.6% | 4,606 | $539K |
| Lazard Freres Gestion S.A.S. | 0.01% | No change | 4,602 | $538K |
| Banque Pictet & Cie SA | 0.01% | Reduce -17.5% | 4,599 | $538K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 4,586 | $537K |
| Foundry Financial Group, Inc. | 0.33% | Reduce -6.0% | 4,586 | $536K |
| Orange Investment Advisors, Inc. | 0.06% | Reduce -7.8% | 4,582 | $536K |
| Financial Council, LLC | 0.28% | No change | 4,573 | $535K |
| Cherry Tree Wealth Management, LLC | 0.13% | No change | 4,562 | $534K |
| Concentrum Wealth Management | 0.21% | Add +5.7% | 4,553 | $533K |
| Northwest Investment Counselors, LLC | 0.12% | No change | 4,522 | $529K |
| BigSur Wealth Management LLC | 0.14% | New | 4,500 | $526K |
| LifeSteps Financial, Inc. | 0.41% | Reduce -12.0% | 4,485 | $525K |
| Confluence Wealth Services, Inc. | 0.04% | Add +48.4% | 4,471 | $523K |
| Planning Capital Management Corp | 0.35% | Reduce -12.8% | 4,468 | $523K |
| First PREMIER Bank | 0.13% | Reduce -31.2% | 4,469 | $522K |
| FC Advisory LLC | 0.18% | Add +0.3% | 4,462 | $522K |
| Whalerock Point Partners, LLC | 0.13% | Add +0.0% | 4,450 | $520K |
| Trademark Financial Management, LLC | 0.41% | Reduce -2.3% | 4,430 | $518K |
| JB Capital LLC | 0.03% | Add +22.2% | 4,422 | $517K |
| Capital City Trust Co. | 0.13% | Add +2.0% | 4,414 | $516K |
| Main Street Group, LTD | 0.23% | Reduce -2.9% | 4,389 | $513K |
| Oarsman Capital, Inc. | 0.10% | Add +45.4% | 4,389 | $513K |
| Transform Wealth, LLC | 0.03% | Reduce -10.9% | 4,385 | $513K |
| Nabity-Jensen Investment Management Inc | 0.39% | Reduce -4.1% | 4,380 | $512K |
| Smart Money Group LLC | 0.18% | Add +0.3% | 4,480 | $510K |
| Ballast, Inc. | 0.14% | Reduce -5.1% | 4,360 | $510K |
| Seeds Investor LLC | 0.19% | New | 4,358 | $510K |
| Acorn Wealth Advisors, LLC | 0.22% | Reduce -1.7% | 4,343 | $508K |
| Financial Perspectives, Inc | 0.18% | Add +1.9% | 4,340 | $508K |
| Uptick Partners, LLC | 0.21% | Add +1.3% | 4,338 | $507K |
| WoodTrust Financial Corp | 0.07% | Reduce -18.7% | 4,337 | $507K |
| Occidental Asset Management, LLC | 0.08% | New | 4,326 | $506K |
| Alexander Randolph Advisory, Inc. | 0.45% | No change | 4,316 | $505K |
| Melfa Wealth Management, Inc. | 0.33% | Add +0.2% | 4,313 | $504K |
| TFB Advisors LLC | 0.15% | Add +0.2% | 4,311 | $504K |
| Willner & Heller, LLC | 0.45% | Reduce -0.1% | 4,306 | $504K |
| Hall Kathryn A. | 0.11% | No change | 4,300 | $503K |
| Pinnacle Financial Group, LLC / IL | 0.20% | Add +2.2% | 4,299 | $503K |
| Hollow Brook Wealth Management LLC | 0.15% | Reduce -0.1% | 4,297 | $503K |
| 17 Capital Partners, LLC | 0.33% | Add +5.7% | 4,292 | $502K |
| Blueprint Investment Partners LLC | 0.09% | Reduce -3.5% | 4,287 | $501K |
| Garner Asset Management Corp | 0.17% | Add +0.3% | 4,285 | $501K |
| Buttonwood Financial Advisors Inc. | 0.22% | Reduce -10.7% | 4,280 | $501K |
| Shared Vision Wealth Group LLC | 0.27% | Add +0.3% | 4,276 | $500K |
| 3EDGE Asset Management, LP | 0.04% | Add +4.9% | 4,250 | $497K |
| Sage Rhino Capital LLC | 0.11% | No change | 4,249 | $497K |
| Apollon Financial, LLC | 0.15% | No change | 4,243 | $496K |
| Stokes Family Office, LLC | 0.05% | Reduce -1.2% | 4,235 | $495K |
| Pine Haven Investment Counsel, Inc | 0.40% | No change | 4,230 | $495K |
| Mitchell Capital Management Co. | 0.09% | Reduce -4.2% | 4,220 | $494K |
| Fermata Advisors, LLC | 0.10% | Reduce -0.5% | 4,220 | $494K |
| Bensler, LLC | 0.06% | Add +2.8% | 4,201 | $491K |
| Argent Capital Management LLC | 0.01% | No change | 4,186 | $490K |
| Peddock Capital Advisors, LLC | 0.12% | Add +0.0% | 4,178 | $489K |
| High Falls Advisors, Inc | 0.11% | Reduce -1.0% | 4,177 | $489K |
| Horizon Investment Services, LLC | 0.21% | Add +33.7% | 4,159 | $487K |
| FreeGulliver LLC | 0.29% | Add +5.8% | 4,158 | $486K |
| Cape Investment Advisory, Inc. | 0.20% | Add +56.3% | 4,157 | $486K |
| Plum Street Advisors, LLC | 0.25% | Add +2.7% | 4,156 | $486K |
| Rothschild Capital Partners, LLC | 0.14% | Add +1.0% | 4,145 | $485K |
| Legacy Financial Advisors, Inc. | 0.08% | Add +9.9% | 4,144 | $485K |
| WealthPLAN Partners, LLC | 0.07% | Add +6.8% | 4,143 | $485K |
| Truvestments Capital LLC | 0.13% | Reduce -5.7% | 4,132 | $483K |
| Formidable Asset Management, LLC | 0.08% | Add +24.9% | 4,122 | $482K |
| Appleton Partners Inc. | 0.04% | Reduce -17.0% | 4,123 | $482K |
| Gray Wealth Management Inc. | 0.19% | Add +0.1% | 4,114 | $481K |
| FourThought Financial Partners, LLC | 0.06% | Add +12.2% | 4,111 | $481K |
| Adero Partners, LLC | 0.03% | No change | 4,101 | $480K |
| West Michigan Advisors, LLC | 0.14% | Add +3.3% | 4,097 | $479K |
| Weaver Capital Management LLC | 0.14% | Reduce -2.4% | 4,089 | $478K |
| Kathmere Capital Management, LLC | 0.04% | Add +11.1% | 4,070 | $476K |
| Client 1ST Advisory Group, LLC | 0.19% | Reduce -9.4% | 4,063 | $475K |
| Leisure Capital Management | 0.20% | Reduce -3.1% | 4,051 | $474K |
| Allie Family Office LLC | 0.26% | No change | 4,048 | $473K |
| TCP Asset Management, LLC | 0.11% | Add +102.3% | 4,045 | $473K |
| Stage Harbor Financial, LLC | 0.43% | Reduce -47.9% | 4,065 | $472K |
| Kooman & Associates | 0.17% | Add +1.5% | 4,035 | $472K |
| United Advisor Group, LLC | 0.11% | Add +91.0% | 4,022 | $470K |
| Financial Insights, Inc. | 0.15% | Reduce -20.4% | 4,018 | $470K |
| Mosaic Financial Group, LLC | 0.33% | Add +0.1% | 4,011 | $469K |
| Alpha Cubed Investments, LLC | 0.02% | Add +2.4% | 4,007 | $469K |
| S.A. Mason LLC | 0.25% | Add +28.1% | 4,007 | $469K |
| Invst, LLC | 0.06% | Reduce -28.1% | 4,006 | $469K |
| Saxony Capital Management, LLC | 0.43% | Reduce -15.3% | 4,000 | $468K |
| Lam Group, Inc. | 0.33% | No change | 4,000 | $468K |
| Keystone Wealth Services, LLC | 0.13% | Add +1.1% | 3,988 | $466K |
| Ascentis Wealth Management, LLC | 0.17% | — | 3,967 | $464K |
| Orgel Wealth Management, LLC | 0.01% | Add +4.0% | 3,954 | $462K |
| Lantz Financial LLC | 0.13% | Reduce -1.8% | 3,952 | $462K |
| WR Wealth Planners, LLC | 0.13% | Reduce -2.7% | 3,935 | $460K |
| Dentgroup LLC | 0.34% | Reduce -0.1% | 3,925 | $459K |
| Stonebridge Capital Advisors LLC | 0.04% | Add +85.2% | 3,922 | $459K |
| TruWealth Advisors, LLC | 0.03% | No change | 3,917 | $458K |
| VitalStone Financial, LLC | 0.31% | Reduce -9.6% | 3,909 | $457K |
| Archvest Wealth Advisors, Inc. | 0.29% | Add +0.1% | 3,905 | $457K |
| Procyon Advisors, LLC | 0.03% | Reduce -23.0% | 3,889 | $455K |
| True Link Financial Advisors, LLC | 0.04% | No change | 3,887 | $455K |
| Aufman Associates Inc | 0.29% | Add +0.2% | 3,886 | $455K |
| Seelaus Asset Management LLC | 0.43% | Reduce -0.6% | 3,884 | $454K |
| Ironwood Investment Counsel, LLC | 0.08% | Add +0.2% | 3,883 | $454K |
| Sound Financial Strategies Group, LLC | 0.36% | Reduce -0.8% | 3,862 | $452K |
| Milestone Asset Management, LLC | 0.10% | New | 3,858 | $451K |
| High Probability Advisors, LLC | 0.08% | Reduce -2.0% | 3,850 | $450K |
| Duncker Streett & Co. Inc. | 0.08% | Reduce -5.5% | 3,850 | $450K |
| Ifrah Financial Services, Inc. | 0.12% | Add +3.5% | 3,847 | $450K |
| Colton Groome Financial Advisors, LLC | 0.17% | Add +31.3% | 3,839 | $449K |
| Arbor Wealth Advisors LLC | 0.40% | No change | 3,824 | $447K |
| Washington Trust Bank | 0.04% | No change | 3,813 | $446K |
| Merriman Wealth Management, LLC | 0.02% | Add +6.4% | 3,810 | $446K |
| Guyasuta Investment Advisors Inc. | 0.03% | Add +1.9% | 3,806 | $445K |
| Alerus Financial NA | 0.03% | No change | 3,773 | $441K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +4.7% | 3,769 | $441K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.04% | No change | 3,761 | $440K |
| Concord Wealth Partners | 0.07% | Add +2.7% | 3,748 | $438K |
| Sentinel Trust Co. Lba | 0.05% | No change | 3,724 | $436K |
| LexAurum Advisors, LLC | 0.10% | Reduce -6.4% | 3,720 | $435K |
| Strategy Asset Managers LLC | 0.08% | Reduce -50.4% | 3,705 | $433K |
| Wealth Quarterback LLC | 0.23% | Add +3.1% | 3,702 | $433K |
| GLOBALT Investments LLC / GA | 0.02% | Add +58.6% | 3,691 | $432K |
| Altus Wealth Group LLC | 0.18% | Reduce -3.0% | 3,688 | $431K |
| Tru Independence Asset Management 2, LLC | 0.36% | — | 3,688 | $431K |
| NCM Capital Management, LLC | 0.21% | Reduce -8.6% | 3,687 | $431K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | Add +88.6% | 3,662 | $428K |
| Aspen Wealth Management LLC | 0.13% | Reduce -9.1% | 3,650 | $427K |
| Legacy PCG, LLC | 0.30% | Reduce -1.3% | 3,646 | $426K |
| Safeguard Financial, LLC | 0.10% | Reduce -3.0% | 3,640 | $426K |
| Bank of New Hampshire | 0.11% | No change | 3,639 | $426K |
| Tranquilli Financial Advisor LLC | 0.27% | New | 3,633 | $425K |
| JGP Wealth Management, LLC | 0.05% | Add +22.6% | 3,625 | $424K |
| Householder Group Estate & Retirement Specialist, LLC | 0.12% | Reduce -1.0% | 3,629 | $424K |
| Private Management Group Inc. | 0.01% | Reduce -1.2% | 3,606 | $422K |
| Sentry LLC | 0.08% | No change | 3,604 | $422K |
| Octavia Wealth Advisors, LLC | 0.05% | Add +0.0% | 3,599 | $421K |
| Wiser Advisor Group LLC | 0.63% | Add +0.4% | 3,581 | $419K |
| Elevatus Welath Management | 0.14% | Reduce -49.9% | 3,557 | $416K |
| CFM Wealth Partners LLC | 0.07% | Add +5.4% | 3,552 | $415K |
| Cascade Financial Partners, LLC | 0.05% | Add +55.4% | 3,598 | $415K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -1.6% | 3,549 | $415K |
| Howard Wealth Management, LLC | 0.24% | Reduce -8.5% | 3,545 | $415K |
| Redmond Asset Management, LLC | 0.13% | Add +87.3% | 3,539 | $414K |
| Sinecera Capital, LLC | 0.50% | No change | 3,537 | $414K |
| Collective Family Office LLC | 0.11% | No change | 3,534 | $413K |
| Independent Wealth Network Inc. | 0.18% | Reduce -2.7% | 3,527 | $412K |
| Winthrop Advisory Group LLC | 0.05% | Reduce -3.3% | 3,516 | $411K |
| Patton Albertson Miller Group, LLC | 0.06% | Reduce -1.7% | 3,507 | $410K |
| ARS Investment Partners, LLC | 0.04% | Add +29.6% | 3,500 | $409K |
| Petra Financial Advisors Inc. | 0.27% | Add +23.6% | 3,495 | $409K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.4% | 3,485 | $408K |
| Rf&l Wealth Management, LLC | 0.29% | No change | 3,484 | $407K |
| Hartford Financial Management Inc. | 0.08% | No change | 3,478 | $407K |
| LongView Wealth Management | 0.13% | Reduce -9.2% | 3,458 | $404K |
| Adams Wealth Management | 0.09% | Add +10.1% | 3,417 | $400K |
| CacheTech Inc. | 0.09% | Add +10.1% | 3,417 | $400K |
| Nadler Financial Group, Inc. | 0.04% | No change | 3,406 | $398K |
| Kimelman & Baird, LLC | 0.03% | No change | 3,400 | $398K |
| Poehling Capital Management, INC. | 0.10% | No change | 3,393 | $397K |
| KCM Investment Advisors LLC | 0.01% | Reduce -16.1% | 3,390 | $396K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +2.8% | 3,388 | $396K |
| Fortitude Advisory Group L.L.C. | 0.25% | Reduce -3.6% | 3,383 | $396K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | Add +4.4% | 3,356 | $393K |
| Private Wealth Management Group, LLC | 0.15% | Reduce -18.1% | 3,353 | $392K |
| Smith Salley Wealth Management | 0.03% | Add +1.5% | 3,338 | $390K |
| Foster & Motley Inc. | 0.02% | Reduce -4.8% | 3,330 | $389K |
| Glassman Wealth Services | 0.07% | No change | 3,320 | $388K |
| O'ROURKE & COMPANY, Inc | 0.19% | Add +0.1% | 3,314 | $388K |
| Everett Harris & Co. | 0.00% | Reduce -0.6% | 3,294 | $385K |
| Penobscot Wealth Management | 0.21% | Add +0.3% | 3,295 | $385K |
| Sage Capital Management, LLC | 0.18% | Add +0.3% | 3,286 | $384K |
| William Howard & Co Financial Advisors Inc | 0.33% | No change | 3,269 | $383K |
| Juncture Wealth Strategies, LLC | 0.15% | Add +3.5% | 3,264 | $382K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 3,263 | $382K |
| IAG Wealth Partners, LLC | 0.07% | Reduce -4.8% | 3,258 | $381K |
| Segment Wealth Management, LLC | 0.03% | No change | 3,254 | $381K |
| Fairview Capital Investment Management, LLC | 0.02% | New | 3,254 | $381K |
| Clarity Wealth Advisors, LLC | 0.11% | No change | 3,250 | $380K |
| Goodwin Investment Advisory | 0.16% | No change | 3,244 | $379K |
| Monterey Private Wealth, Inc. | 0.13% | Add +0.3% | 3,233 | $378K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +1.4% | 3,212 | $376K |
| Patten Group, Inc. | 0.08% | Reduce -16.1% | 3,203 | $375K |
| Hanson & Doremus Investment Management | 0.06% | No change | 3,186 | $373K |
| Forte Capital LLC | 0.04% | Add +0.3% | 3,177 | $372K |
| Argent Financial Group, Inc. | 0.04% | — | 3,168 | $371K |
| Trail Ridge Investment Advisors, LLC | 0.18% | Reduce -7.3% | 3,227 | $370K |
| Castle Wealth Management LLC | 0.15% | Add +1.3% | 3,163 | $370K |
| Northside Capital Management, LLC | 0.06% | No change | 3,158 | $369K |
| GDS Wealth Management | 0.04% | Add +6.2% | 3,156 | $369K |
| Pegasus Asset Management, Inc. | 0.11% | New | 3,151 | $369K |
| Mission Creek Capital Partners, Inc. | 0.09% | New | 3,147 | $368K |
| Dunhill Financial, LLC | 0.19% | Reduce -3.9% | 3,144 | $368K |
| Signal Advisors Wealth, LLC | 0.05% | New | 3,141 | $367K |
| Vident Advisory, LLC | 0.01% | Add +1.2% | 3,135 | $367K |
| New Insight Wealth Advisors | 0.19% | Reduce -2.6% | 3,126 | $366K |
| Avantax Planning Partners, Inc. | 0.01% | Add +56.5% | 3,126 | $366K |
| Douglass Winthrop Advisors, LLC | 0.01% | New | 3,123 | $365K |
| Highland Capital Management, LLC | 0.02% | Add +0.3% | 3,122 | $365K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +3.6% | 3,111 | $364K |
| Investment Partners Asset Management, Inc. | 0.30% | Reduce -0.1% | 3,111 | $364K |
| Boston Trust Walden Corp | 0.00% | Add +2.4% | 3,107 | $363K |
| Carson Advisory Inc. | 0.23% | Add +10.7% | 3,085 | $361K |
| RMR Capital Management, LLC | 0.31% | No change | 3,083 | $361K |
| Oxinas Partners, LLC | 0.22% | Reduce -1.0% | 3,081 | $360K |
| Webster Bank, N. A. | 0.04% | No change | 3,081 | $360K |
| Peloton Wealth Strategists | 0.15% | Reduce -1.9% | 3,074 | $360K |
| Cim, LLC | 0.05% | Add +3.3% | 3,073 | $359K |
| Garden State Investment Advisory Services LLC | 0.11% | Add +5.7% | 3,053 | $358K |
| Callan Capital, LLC | 0.03% | Add +13.1% | 3,055 | $357K |
| Hirtle & Co., LLC | 0.02% | New | 3,053 | $357K |
| Partners in Financial Planning | 0.07% | Add +0.1% | 3,049 | $357K |
| Tudor Investment Corporation | 0.00% | New | 3,030 | $354K |
| Southland Equity Partners LLC | 0.09% | Add +2.8% | 3,018 | $353K |
| Mairs & Power Inc. | 0.00% | Reduce -10.4% | 3,008 | $352K |
| Peterson Wealth Services | 0.11% | Add +0.4% | 3,001 | $351K |
| Selway Asset Management | 0.14% | No change | 3,000 | $351K |
| Fayez Sarofim & Co | 0.00% | No change | 2,996 | $350K |
| Norden Group LLC | 0.04% | Add +23.3% | 2,994 | $350K |
| Trueblood Wealth Management, LLC | 0.18% | New | 2,991 | $350K |
| DDD Partners, LLC | 0.04% | No change | 2,959 | $346K |
| Patten & Patten Inc. | 0.02% | Add +0.0% | 2,956 | $346K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 2,953 | $345K |
| Bfsg, LLC | 0.04% | No change | 2,946 | $345K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -6.1% | 2,945 | $344K |
| Arax Advisory Partners | 0.03% | Reduce -3.6% | 2,944 | $344K |
| Clarity Capital Advisors, LLC | 0.25% | Add +0.4% | 2,938 | $344K |
| AA Financial Advisors, LLC | 0.10% | Add +11.6% | 2,937 | $344K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 2,933 | $343K |
| Heritage Family Offices, LLP | 0.18% | Reduce -1.3% | 2,931 | $343K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -0.2% | 2,924 | $342K |
| Buffington Mohr McNeal | 0.06% | Add +2.8% | 2,924 | $342K |
| Newport Capital Group, LLC | 0.25% | Reduce -3.1% | 2,917 | $341K |
| Equita Financial Network, Inc. | 0.12% | Reduce -26.8% | 2,919 | $341K |
| Checchi Capital Advisers, LLC | 0.03% | No change | 2,906 | $340K |
| Catalina Capital Group, LLC | 0.11% | Add +42.4% | 2,888 | $338K |
| Hobbs Group Advisors, LLC | 0.12% | Add +0.1% | 2,886 | $338K |
| Total Clarity Wealth Management, Inc. | 0.11% | Reduce -0.5% | 2,883 | $337K |
| D.B. Root & Company, LLC | 0.11% | Add +0.9% | 2,880 | $337K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -0.2% | 2,880 | $337K |
| AQR Capital Management | 0.00% | Reduce -9.0% | 2,879 | $337K |
| FSA Advisors, Inc. | 0.34% | Reduce -6.2% | 2,887 | $337K |
| Diversify Wealth Management, LLC | 0.03% | New | 2,929 | $336K |
| Curtis Advisory Group, LLC | 0.10% | No change | 2,868 | $335K |
| Paragon Capital Management LLC | 0.17% | No change | 2,859 | $334K |
| Running Point Capital Advisors, LLC | 0.13% | No change | 2,850 | $333K |
| Ballast Advisors LLC | 0.10% | Reduce -5.9% | 2,839 | $332K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +6.9% | 2,836 | $332K |
| Palumbo Wealth Management LLC | 0.13% | Add +0.1% | 2,825 | $330K |
| Financial Life Advisors | 0.12% | Reduce -9.8% | 2,822 | $330K |
| Capstone Financial Advisors, Inc. | 0.02% | Add +0.4% | 2,814 | $329K |
| M3 Advisory Group, LLC | 0.24% | Add +4.3% | 2,814 | $329K |
| Armstrong Henry H Associates Inc. | 0.03% | No change | 2,811 | $329K |
| Strategic Equity Management | 0.16% | New | 2,807 | $328K |
| Peregrine Asset Advisers, Inc. | 0.11% | No change | 2,806 | $328K |
| Soundwatch Capital LLC | 0.05% | New | 2,801 | $328K |
| Beacon Bridge Wealth Partners, LLC | 0.14% | Reduce -8.3% | 2,801 | $328K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.18% | Reduce -9.2% | 2,796 | $327K |
| Institute for Wealth Management, LLC. | 0.04% | Add +18.7% | 2,795 | $327K |
| Kestra Investment Management, LLC | 0.01% | New | 2,790 | $326K |
| Tenon Financial LLC | 0.21% | Add +37.6% | 2,761 | $323K |
| Gerber, LLC | 0.24% | No change | 2,740 | $320K |
| Fort Pitt Capital Group, LLC | 0.01% | Add +18.1% | 2,740 | $320K |
| Rothschild Investment LLC | 0.02% | No change | 2,736 | $320K |
| Clark Asset Management, LLC | 0.07% | New | 2,735 | $320K |
| Bond & Devick Financial Network, Inc. | 0.14% | Add +4.9% | 2,734 | $320K |
| Seascape Capital Management | 0.11% | No change | 2,710 | $317K |
| Proficio Capital Partners LLC | 0.03% | No change | 2,693 | $315K |
| Holland Advisory Services, Inc. | 0.41% | Reduce -51.9% | 2,693 | $315K |
| Beacon Capital Management, LLC | 0.04% | Add +7.8% | 2,688 | $314K |
| Core Wealth Partners LLC | 0.19% | No change | 2,664 | $312K |
| Parkside Advisors LLC | 0.07% | No change | 2,664 | $312K |
| Rollins Financial Advisors, LLC | 0.05% | Add +25.0% | 2,660 | $311K |
| Voisard Asset Management Group, Inc. | 0.13% | Add +57.3% | 2,655 | $311K |
| Hill Island Financial LLC | 0.09% | Add +23.7% | 2,654 | $310K |
| Forum Financial Management, LP | 0.01% | Add +17.5% | 2,648 | $310K |
| Twin Peaks Wealth Advisors, LLC | 0.14% | Reduce -43.7% | 2,639 | $309K |
| Faithward Advisors, LLC | 0.05% | Add +5.2% | 2,634 | $308K |
| Signature Wealth Management Partners, LLC | 0.22% | Reduce -23.0% | 2,627 | $307K |
| Signet Investment Advisory Group, Inc. | 0.15% | New | 2,625 | $307K |
| Brand Asset Management Group, Inc. | 0.12% | No change | 2,618 | $306K |
| Stiles Financial Services Inc | 0.11% | Add +0.1% | 2,614 | $306K |
| Denver Wealth Management, Inc. | 0.14% | Add +5.3% | 2,614 | $306K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.21% | Reduce -97.1% | 2,612 | $306K |
| LMG Wealth Partners, LLC | 0.07% | Add +5.4% | 2,608 | $305K |
| Ashton Thomas Securities, LLC | 0.06% | Add +176.8% | 2,607 | $305K |
| Sugarloaf Wealth Management, LLC | 0.05% | Add +0.2% | 2,601 | $304K |
| Investment Partners, LTD. | 0.13% | Add +0.0% | 2,598 | $304K |
| GM Advisory Group, LLC | 0.02% | Add +0.3% | 2,597 | $304K |
| CWA Asset Management Group, LLC | 0.02% | — | 2,592 | $303K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -2.5% | 2,579 | $302K |
| Sanders Morris Harris LLC | 0.05% | No change | 2,578 | $302K |
| Paulson Wealth Management Inc. | 0.08% | Reduce -40.3% | 2,576 | $301K |
| Stephen J. Garry & Associates, LLC | 0.29% | Reduce -7.2% | 2,567 | $300K |
| Code Waechter LLC | 0.29% | — | 2,562 | $300K |
| Upper Left Wealth Management, LLC | 0.26% | Reduce -1.9% | 2,569 | $299K |
| Geller Advisors LLC | 0.02% | New | 2,555 | $299K |
| Quartz Partners, LLC | 0.19% | — | 2,550 | $298K |
| Kaydan Wealth Management, Inc. | 0.09% | Add +1.4% | 2,544 | $298K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 2,533 | $296K |
| Clearview Wealth Advisors LLC | 0.23% | Reduce -0.0% | 2,531 | $296K |
| Strategic Financial Concepts, LLC | 0.09% | Reduce -99.1% | 2,526 | $295K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +45.0% | 2,524 | $295K |
| Azimuth Capital Investment Management LLC | 0.01% | Add +0.2% | 2,518 | $295K |
| Clayton Financial Group LLC | 0.11% | New | 2,517 | $294K |
| ICONIQ Capital, LLC | 0.01% | Add +0.4% | 2,512 | $294K |
| Trust Co of the South | 0.06% | Add +0.1% | 2,504 | $293K |
| Wallace Advisory Group, LLC | 0.21% | No change | 2,740 | $292K |
| Calton & Associates, Inc. | 0.11% | New | 2,498 | $292K |
| Werba Rubin Papier Wealth Management | 0.07% | New | 2,498 | $292K |
| Fairman Group, LLC | 0.26% | Reduce -5.0% | 2,488 | $291K |
| D L Carlson Investment Group Inc. | 0.05% | Add +1.5% | 2,483 | $290K |
| E&G Advisors, LLC | 0.08% | No change | 2,476 | $290K |
| Schorn Wealth LLC | 0.10% | Add +20.4% | 2,473 | $289K |
| Simplex Trading, LLC | 0.01% | Reduce -87.3% | 2,477 | $289K |
| HTLF Bank | 0.03% | Reduce -8.9% | 2,462 | $288K |
| Aries Wealth Management | 0.08% | Reduce -16.4% | 2,446 | $286K |
| Towerpoint Wealth, LLC | 0.14% | Add +29.7% | 2,445 | $286K |
| Blodgett Wealth Advisors, LLC | 0.24% | Add +11.4% | 2,445 | $286K |
| Terril Brothers, Inc. | 0.09% | No change | 2,444 | $286K |
| FF Advisors,LLC | 0.19% | No change | 2,442 | $286K |
| Fielder Capital Group LLC | 0.09% | Reduce -8.8% | 2,442 | $286K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.0% | 2,437 | $285K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -27.3% | 2,426 | $284K |
| Gsa Capital Partners LLP | 0.02% | New | 2,418 | $283K |
| BCGM Wealth Management, LLC | 0.09% | Reduce -3.5% | 2,419 | $283K |
| Dagco, Inc. | 0.12% | Reduce -9.4% | 2,416 | $283K |
| Advus Financial Partners, LLC | 0.08% | Reduce -16.8% | 2,415 | $282K |
| Palo Alto Wealth Advisors, LLC | 0.12% | Add +0.0% | 2,431 | $282K |
| Stillwater Capital Advisors, LLC | 0.04% | New | 2,409 | $282K |
| Cohen Klingenstein LLC | 0.01% | No change | 2,400 | $281K |
| Alpha Financial Partners LLC | 0.20% | Reduce -91.3% | 2,386 | $279K |
| Ehrlich Financial Group | 0.20% | Reduce -4.3% | 2,386 | $279K |
| West Bancorporation Inc. | 0.19% | No change | 2,381 | $278K |
| Heritage Financial Services, LLC | 0.04% | Add +2.0% | 2,370 | $277K |
| Investmark Advisory Group LLC | 0.13% | Add +0.4% | 2,361 | $276K |
| Petix & Botte Co | 0.07% | Reduce -0.1% | 2,361 | $276K |
| OneAscent Wealth Management LLC | 0.10% | New | 2,359 | $276K |
| Ascent Wealth Partners, LLC | 0.04% | Reduce -3.4% | 2,351 | $275K |
| Augustine Asset Management Inc. | 0.10% | No change | 2,348 | $275K |
| DDFG, Inc | 0.08% | Add +6.4% | 2,347 | $275K |
| City State Bank | 0.10% | Reduce -1.1% | 2,333 | $273K |
| Aberdeen Wealth Management LLC | 0.18% | No change | 2,330 | $273K |
| Colonial River Investments, LLC | 0.14% | Reduce -5.9% | 2,329 | $272K |
| Raymond James Trust Co. of NH | 2.24% | Add +16.5% | 2,326 | $272K |
| Addison Advisors LLC | 0.08% | Reduce -0.3% | 2,323 | $272K |
| Sfmg, LLC | 0.02% | Add +1.5% | 2,323 | $272K |
| Headlands Technologies LLC | 0.03% | Add +49.7% | 2,322 | $272K |
| 4J Wealth Management LLC | 0.21% | Reduce -0.4% | 2,321 | $271K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -0.5% | 2,313 | $271K |
| Sandbox Financial Partners, LLC | 0.10% | Add +4.8% | 2,307 | $270K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -0.4% | 2,304 | $270K |
| United Asset Strategies, Inc. | 0.03% | Add +15.4% | 2,304 | $269K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Reduce -2.3% | 2,274 | $266K |
| Two West Capital Advisors LLC | 0.21% | Reduce -20.1% | 2,269 | $265K |
| CGN Advisors LLC | 0.03% | Reduce -48.5% | 2,265 | $265K |
| Wade Financial Advisory, Inc | 0.09% | No change | 2,264 | $265K |
| Rooted Wealth Advisors, Inc. | 0.12% | Reduce -90.0% | 2,304 | $264K |
| MY Wealth Management Inc. | 0.27% | New | 2,254 | $264K |
| Tucker Asset Management LLC | 0.06% | Add +138.3% | 2,254 | $264K |
| Private Client Services, LLC | 0.14% | Add +4.6% | 2,253 | $264K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 2,243 | $262K |
| Eclectic Associates Inc. | 0.10% | Add +12.0% | 2,240 | $262K |
| Patron Partners, LLC | 0.14% | Add +7.2% | 2,238 | $262K |
| True Vision MN LLC | 0.16% | Add +3.3% | 2,236 | $262K |
| Morton Capital Management LLC | 0.05% | New | 2,231 | $261K |
| Gimbal Financial | 0.17% | New | 2,258 | $260K |
| Weaver Consulting Group | 0.08% | Add +15.8% | 2,220 | $260K |
| Clearstead Trust, LLC | 0.06% | Reduce -0.4% | 2,219 | $260K |
| Chris Bulman Inc | 0.18% | No change | 2,211 | $259K |
| CPA Asset Management Group, LLC | 0.12% | Reduce -0.8% | 2,201 | $257K |
| Private Capital Management, LLC | 0.03% | No change | 2,196 | $257K |
| Beaton Management Co. Inc. | 0.13% | No change | 2,189 | $256K |
| Wealth Management Associates, Inc. | 0.11% | New | 2,188 | $256K |
| Panoramic Investment Advisors, LLC | 0.18% | — | 2,177 | $255K |
| Rosenberg Matthew Hamilton | 0.07% | Reduce -4.6% | 2,175 | $254K |
| Zullo Investment Group, Inc. | 0.11% | No change | 2,172 | $254K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.8% | 2,149 | $251K |
| First Trust Direct Indexing L.P. | 0.01% | New | 2,134 | $250K |
| Connors Investor Services Inc. | 0.02% | No change | 2,131 | $249K |
| SFG Wealth Management, LLC. | 0.13% | Reduce -10.9% | 2,130 | $249K |
| SRH Advisors, LLC | 0.08% | No change | 2,129 | $249K |
| F&V Capital Management, LLC | 0.06% | Add +0.7% | 2,125 | $249K |
| Amarillo National Bank | 0.05% | No change | 2,121 | $248K |
| ICW Investment Advisors LLC | 0.10% | No change | 2,120 | $248K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 2,110 | $247K |
| Bank Pictet & Cie (Europe) AG | 0.01% | No change | 2,110 | $247K |
| Northwest Wealth Management, LLC | 0.06% | Reduce -1.4% | 2,103 | $246K |
| Everhart Financial Group, Inc. | 0.05% | New | 2,103 | $246K |
| Realta Investment Advisors | 0.11% | Reduce -84.1% | 2,100 | $246K |
| Lantern Wealth Advisors, LLC | 0.17% | Reduce -3.2% | 2,099 | $246K |
| Bernardo Wealth Planning LLC | 0.06% | Reduce -3.2% | 2,070 | $245K |
| Forthright Family Wealth Advisory LLC | 0.16% | Reduce -16.6% | 1,957 | $244K |
| Kapstone Financial Advisors LLC | 0.15% | Reduce -0.4% | 2,085 | $243K |
| Rockbridge Investment Management, LCC | 0.03% | Add +2.6% | 2,078 | $243K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 2,069 | $242K |
| LifePlan Financial, LLC | 0.21% | Add +0.9% | 2,066 | $242K |
| Phillips Wealth Planners LLC | 0.23% | Add +0.8% | 2,027 | $241K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Add +279.3% | 9,159 | $240K |
| Integrity Wealth Solutions LLC | 0.14% | Add +1.4% | 2,055 | $240K |
| Petredis Investment Advisors LLC | 0.03% | Add +1.1% | 2,043 | $239K |
| Compass Financial Group, INC | 0.05% | Reduce -18.8% | 2,039 | $239K |
| Five Oceans Advisors | 0.11% | New | 2,030 | $237K |
| Selective Wealth Management, Inc. | 0.10% | Reduce -27.8% | 2,072 | $237K |
| LifePro Asset Management | 0.15% | Reduce -25.8% | 2,027 | $237K |
| Welch Group, LLC | 0.01% | Add +0.1% | 2,026 | $237K |
| ORBA Wealth Advisors, L.L.C. | 0.12% | Reduce -6.9% | 2,015 | $236K |
| Cynosure Group, LLC | 0.03% | New | 2,008 | $235K |
| Diversified, LLC | 0.03% | Reduce -11.2% | 2,003 | $234K |
| Diversified Enterprises, LLC | 0.03% | — | 2,003 | $234K |
| New World Advisors LLC | 0.06% | Add +2.6% | 2,002 | $234K |
| Accelerate Investment Advisors LLC | 0.23% | — | 2,001 | $234K |
| Princeton Capital Management LLC | 0.07% | New | 2,000 | $234K |
| Camarda Financial Advisors, LLC | 0.09% | New | 1,997 | $234K |
| Baldwin Wealth Partners LLC | 0.02% | Add +4.2% | 1,995 | $233K |
| Indie Asset Partners, LLC | 0.17% | New | 1,992 | $233K |
| Park National Corp. | 0.01% | Reduce -2.9% | 1,990 | $233K |
| Maryland Capital Advisors Inc. | 0.11% | Reduce -0.3% | 1,980 | $232K |
| Atlas Private Wealth Advisors | 0.03% | Reduce -9.8% | 1,978 | $231K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.09% | No change | 1,972 | $231K |
| Pacific Sage Partners, LLC | 0.05% | No change | 1,972 | $231K |
| PDS Planning, Inc | 0.02% | New | 1,971 | $230K |
| Aprio Wealth Management, LLC | 0.04% | New | 1,969 | $230K |
| MJP Associates Inc. | 0.04% | Reduce -12.2% | 1,964 | $230K |
| Cherry Creek Investment Advisors, Inc. | 0.12% | Reduce -3.7% | 1,961 | $229K |
| New England Private Wealth Advisors LLC | 0.04% | New | 1,957 | $229K |
| Dogwood Wealth Management LLC | 0.13% | No change | 1,954 | $229K |
| Western Financial Corp | 0.13% | Reduce -0.7% | 1,952 | $228K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 1,946 | $228K |
| Blue Edge Capital, LLC | 0.04% | Add +0.9% | 1,945 | $227K |
| Eight 31 Financial, LLC | 0.18% | New | 1,934 | $226K |
| FWG Holdings, LLC | 0.11% | Reduce -5.6% | 1,938 | $225K |
| LM Advisors LLC | 0.05% | No change | 1,927 | $225K |
| Iron Horse Wealth Management, LLC | 0.08% | Add +24.7% | 1,920 | $225K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -47.9% | 1,912 | $224K |
| Fca Corp. | 0.07% | No change | 1,910 | $223K |
| Wambolt & Associates, LLC | 0.06% | New | 1,929 | $223K |
| Moody Aldrich Partners LLC | 0.04% | No change | 1,900 | $222K |
| Apeiron RIA LLC | 0.06% | Reduce -1.7% | 1,900 | $222K |
| Symphony Financial, Ltd. Co. | 0.04% | Reduce -8.0% | 1,914 | $222K |
| Stonebrook Private Inc. | 0.06% | Add +1.0% | 1,897 | $222K |
| Nicollet Investment Management, Inc. | 0.08% | No change | 1,885 | $220K |
| GFG Capital, LLC | 0.09% | Add +1.0% | 2,529 | $220K |
| Valued Wealth Advisors LLC | 0.14% | No change | 1,876 | $219K |
| Proactive Wealth Strategies LLC | 0.12% | — | 1,858 | $217K |
| Madrona Financial Services, LLC | 0.06% | Reduce -13.8% | 1,848 | $216K |
| Lake Hills Wealth Management, LLC | 0.14% | New | 1,843 | $216K |
| FSB Premier Wealth Management, Inc. | 0.09% | New | 1,839 | $215K |
| Gen-Wealth Partners Inc | 0.09% | Add +0.2% | 1,856 | $215K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -46.7% | 1,836 | $215K |
| Stablepoint Partners, LLC | 0.04% | Reduce -20.6% | 1,833 | $214K |
| Jacobs & Co. | 0.02% | New | 1,836 | $214K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,828 | $214K |
| Arista Wealth Management, LLC | 0.05% | New | 1,828 | $214K |
| Curated Wealth Partners LLC | 0.03% | Reduce -29.8% | 1,826 | $214K |
| Berger Financial Group, Inc | 0.02% | Reduce -6.3% | 1,819 | $213K |
| First Financial Corp. | 0.10% | No change | 1,818 | $213K |
| Hamilton Capital, LLC | 0.02% | New | 1,863 | $212K |
| Inspirion Wealth Advisors, LLC | 0.03% | New | 1,813 | $212K |
| Tanager Wealth Management LLP | 0.03% | Reduce -19.6% | 1,812 | $212K |
| Jim Saulnier & Associates, LLC | 0.21% | — | 1,810 | $212K |
| Oak Harvest Investment Services | 0.03% | Reduce -8.5% | 1,806 | $211K |
| Manchester Capital Management LLC | 0.02% | Reduce -3.1% | 1,800 | $211K |
| Schroder Investment Management Group | 0.00% | No change | 1,800 | $211K |
| Bogart Wealth, LLC | 0.01% | Add +2.5% | 1,791 | $210K |
| Heritage Wealth Partners, LLC | 0.25% | New | 1,788 | $209K |
| McDonald Partners LLC | 0.05% | New | 1,778 | $208K |
| Investment Research & Advisory Group, Inc. | 0.09% | No change | 1,776 | $208K |
| Heritage Wealth Management, Inc. | 0.07% | New | 1,771 | $207K |
| HRT Financial LP | 0.00% | Reduce -42.2% | 1,778 | $207K |
| Syverson Strege & Co | 0.07% | New | 1,761 | $206K |
| Ceera Investments, LLC | 0.08% | New | 1,760 | $206K |
| Concorde Asset Management, LLC | 0.12% | New | 1,757 | $206K |
| Detalus Advisors, LLC | 0.07% | New | 1,750 | $205K |
| Alterna Wealth Management, Inc. | 0.18% | Reduce -58.7% | 1,744 | $204K |
| Integris Wealth Management, LLC | 0.06% | New | 1,743 | $204K |
| Hemington Wealth Management | 0.05% | New | 1,784 | $203K |
| M&R Capital Management Inc. | 0.04% | Add +1.1% | 1,730 | $202K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -58.8% | 1,728 | $202K |
| Channel Wealth LLC | 0.07% | New | 1,723 | $202K |
| Kiely Wealth Advisory Group, Inc. | 0.13% | No change | 1,618 | $201K |
| Values Added Financial LLC | 0.13% | New | 1,720 | $201K |
| BOS Asset Management, LLC | 0.07% | New | 1,715 | $201K |
| AlphaCore Capital LLC | 0.05% | Reduce -7.1% | 1,704 | $199K |
| Eagle Bay Advisors LLC | 0.08% | Reduce -1.4% | 1,678 | $196K |
| GoalVest Advisory LLC | 0.06% | No change | 1,666 | $195K |
| EnRich Financial Partners LLC | 0.06% | No change | 1,635 | $191K |
| Legacy Bridge, LLC | 0.10% | No change | 1,633 | $191K |
| Optimum Investment Advisors | 0.08% | No change | 1,629 | $191K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +1.2% | 1,626 | $190K |
| Quent Capital, LLC | 0.02% | No change | 1,618 | $189K |
| Islay Capital Management, LLC | 0.13% | Add +0.3% | 1,587 | $186K |
| Red Tortoise LLC | 0.09% | No change | 1,545 | $181K |
| Angeles Wealth Management, LLC | 0.02% | No change | 1,495 | $175K |
| Independence Bank of Kentucky | 0.04% | Add +45.1% | 1,474 | $172K |
| Wagner Wealth Management, LLC | 0.05% | Reduce -32.5% | 1,434 | $168K |
| Future Financial Wealth Managment LLC | 0.12% | New | 1,410 | $165K |
| MGB Wealth Management, LLC | 0.06% | No change | 1,380 | $161K |
| CGC Financial Services, LLC | 0.06% | No change | 1,348 | $158K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,338 | $156K |
| Elgethun Capital Management | 0.04% | Add +0.3% | 1,317 | $154K |
| Register Financial Advisors LLC | 0.08% | Add +0.1% | 1,300 | $152K |
| Global Wealth Strategies & Associates | 0.05% | Add +49.9% | 1,298 | $152K |
| Creative Capital Management Investments LLC | 0.06% | Add +49.8% | 1,273 | $149K |
| Granite Investment Partners, LLC | 0.01% | No change | 1,270 | $149K |
| Family Asset Management, LLC | 0.09% | Reduce -7.8% | 1,270 | $149K |
| Caitlin John, LLC | 0.09% | Add +2.2% | 1,163 | $143K |
| FWL Investment Management, LLC | 0.05% | Add +120.4% | 1,212 | $142K |
| Wintrust Investments LLC | 0.10% | Reduce -90.7% | 1,212 | $141K |
| Evensky & Katz LLC | 0.01% | Add +0.3% | 1,206 | $141K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 1,151 | $135K |
| Pacific Capital Wealth Advisors, Inc. | 0.02% | Reduce -3.1% | 1,135 | $133K |
| Pacifica Partners Inc. | 0.05% | No change | 1,113 | $130K |
| Pin Oak Investment Advisors Inc. | 0.12% | Add +21.7% | 1,110 | $129K |
| Darwin Wealth Management, LLC | 0.04% | New | 1,094 | $128K |
| Morling Financial Advisors, LLC | 0.05% | No change | 1,088 | $127K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Reduce -31.1% | 1,053 | $123K |
| Logan Capital Management Inc. | 0.01% | Add +0.1% | 1,046 | $122K |
| Country Trust Bank | 0.00% | Reduce -15.2% | 1,037 | $121K |
| Lowe Wealth Advisors, LLC | 0.05% | No change | 1,036 | $121K |
| Armor Investment Advisors, LLC | 0.05% | Reduce -22.0% | 1,016 | $119K |
| Disciplina Capital Management LLC | 0.02% | Reduce -63.0% | 1,004 | $117K |
| Activest Wealth Management | 0.03% | Reduce -20.1% | 964 | $113K |
| Raffa Wealth Management, LLC | 0.03% | Reduce -35.9% | 963 | $113K |
| Cardinal Strategic Wealth Guidance | 0.04% | No change | 959 | $112K |
| Stone House Investment Management, LLC | 0.02% | Reduce -3.8% | 959 | $112K |
| Versant Capital Management, Inc | 0.03% | No change | 950 | $111K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 948 | $111K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -7.5% | 920 | $107K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Reduce -39.2% | 915 | $107K |
| Ransom Advisory, Ltd | 0.05% | No change | 889 | $104K |
| Piscataqua Savings Bank | 0.09% | Add +40.0% | 889 | $104K |
| West Branch Capital LLC | 0.04% | No change | 885 | $104K |
| Morton Brown Family Wealth, LLC | 0.04% | Reduce -7.9% | 878 | $103K |
| MTM Investment Management, LLC | 0.04% | Reduce -5.4% | 870 | $101K |
| Acima Private Wealth, LLC | 0.03% | No change | 830 | $97K |
| Avalon Trust Co | 0.01% | New | 829 | $97K |
| Clean Yield Group | 0.03% | No change | 800 | $94K |
| Strengthening Families & Communities, LLC | 0.02% | Add +0.5% | 799 | $93K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 788 | $92K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 780 | $91K |
| Bear Mountain Capital, Inc. | 0.03% | No change | 744 | $87K |
| Banque Cantonale Vaudoise | 0.00% | No change | 738 | $86K |
| Richardson Capital Management LLC | 0.06% | Reduce -6.9% | 730 | $85K |
| SWAN Capital LLC | 0.04% | New | 710 | $83K |
| Exchange Traded Concepts, LLC | 0.00% | New | 708 | $83K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -1.6% | 693 | $81K |
| Old Second National Bank of Aurora | 0.02% | No change | 692 | $81K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +5641.7% | 689 | $81K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -28.8% | 672 | $79K |
| Mendota Financial Group, LLC | 0.04% | No change | 659 | $77K |
| JDM Financial Group LLC | 0.04% | Reduce -10.3% | 652 | $76K |
| Planned Solutions, Inc. | 0.03% | New | 647 | $76K |
| Denver PWM, LLC | 0.03% | Reduce -0.2% | 640 | $75K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | Reduce -50.3% | 638 | $75K |
| Nemes Rush Group LLC | 0.01% | Add +17.9% | 659 | $73K |
| Mill Capital Management, LLC | 0.01% | No change | 600 | $70K |
| Davis Capital Management | 0.06% | Add +20.1% | 597 | $70K |
| Coston, McIsaac & Partners | 0.02% | Add +8.0% | 597 | $69K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 587 | $69K |
| Stephens Consulting, LLC | 0.02% | Add +1.8% | 575 | $67K |
| REAP Financial Group, LLC | 0.02% | Reduce -4.2% | 567 | $66K |
| Capital Investment Counsel, Inc | 0.01% | Add +16.2% | 552 | $65K |
| First Personal Financial Services | 0.01% | No change | 544 | $64K |
| Rise Advisors, LLC | 0.03% | Add +0.4% | 508 | $59K |
| WealthCollab, LLC | 0.04% | No change | 502 | $59K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 500 | $58K |
| Winch Advisory Services, LLC | 0.02% | No change | 496 | $58K |
| Fairscale Capital, LLC | 0.05% | No change | 495 | $58K |
| Abich Financial Wealth Management LLC | 0.13% | Add +285.6% | 482 | $56K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +1.3% | 480 | $56K |
| Claris Advisors, LLC / Mo / | 0.02% | New | 475 | $56K |
| Sanctuary Wealth Management, L.L.C. | 0.04% | No change | 473 | $55K |
| Bray Capital Advisors | 0.01% | No change | 455 | $53K |
| Financial Network Wealth Advisors LLC | 0.04% | Reduce -47.8% | 446 | $52K |
| Evolution Advisers, Inc. | 0.03% | No change | 444 | $51K |
| Criterion Capital Advisors, LLC | 0.03% | No change | 474 | $51K |
| Pingora Partners LLC | 0.03% | No change | 409 | $48K |
| Northwest Financial Advisors | 0.04% | New | 387 | $45K |
| Robinswood Financial LLC | 0.02% | Reduce -4.2% | 386 | $45K |
| Raleigh Capital Management Inc. | 0.02% | Add +3.3% | 380 | $44K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -8.1% | 375 | $44K |
| RE Dickinson Investment Advisors, LLC | 0.02% | Add +0.8% | 369 | $43K |
| Northwest Capital Management Inc | 0.01% | No change | 351 | $41K |
| Perkins Coie Trust Co | 0.01% | No change | 338 | $40K |
| WFA Asset Management Corp | 0.02% | No change | 330 | $39K |
| Tidemark, LLC | 0.02% | No change | 326 | $38K |
| Pflug Koory, LLC | 0.00% | — | 316 | $37K |
| Advantage Trust Co | 0.02% | No change | 307 | $36K |
| BBJS Financial Advisors, LLC | 0.01% | No change | 299 | $35K |
| Riverview Trust Co | 0.03% | No change | 297 | $35K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 291 | $34K |
| Pineridge Advisors LLC | 0.01% | Reduce -71.2% | 280 | $33K |
| Arcadia Investment Management Corp. | 0.01% | No change | 280 | $33K |
| Canton Hathaway, LLC | 0.01% | No change | 276 | $32K |
| Riggs Asset Managment Co. Inc. | 0.01% | Add +50.6% | 271 | $32K |
| Grand Wealth Management, LLC | 0.02% | No change | 263 | $31K |
| Peoples Financial Services Corp. | 0.01% | No change | 250 | $29K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 239 | $28K |
| Evergreen Private Wealth LLC | 0.01% | No change | 239 | $28K |
| Founders Capital Management | 0.02% | Add +0.4% | 236 | $28K |
| Front Row Advisors LLC | 0.01% | Reduce -87.2% | 235 | $27K |
| Castleview Partners, LLC | 0.02% | Add +27.8% | 230 | $27K |
| LRI Investments, LLC | 0.00% | Add +3.3% | 217 | $26K |
| DecisionPoint Financial, LLC | 0.01% | No change | 225 | $26K |
| Investors Research Corp | 0.01% | No change | 204 | $24K |
| Field & Main Bank | 0.01% | Reduce -21.6% | 200 | $23K |
| Kings Path Partners LLC | 0.01% | Add +134.2% | 192 | $22K |
| Hoey Investments, Inc. | 0.00% | No change | 210 | $22K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 187 | $22K |
| Archer Investment Corp | 0.01% | Add +3.4% | 182 | $21K |
| Byrne Asset Management LLC | 0.01% | No change | 178 | $21K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.6% | 176 | $21K |
| FSA Wealth Management LLC | 0.01% | — | 169 | $20K |
| Kopp Family Office, LLC | 0.01% | No change | 164 | $19K |
| Covestor Ltd | 0.01% | No change | 163 | $19K |
| Legacy Investment Solutions, LLC | 0.01% | — | 154 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | — | 154 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 160 | $19K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 154 | $18K |
| Heritage Wealth Advisors | 0.00% | Add +20.0% | 150 | $18K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 148 | $17K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 147 | $17K |
| Mattson Financial Services, LLC | 0.01% | No change | 155 | $17K |
| Breakwater Investment Management | 0.01% | No change | 140 | $16K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 139 | $16K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 138 | $16K |
| SYM FINANCIAL Corp | 0.00% | Reduce -40.5% | 135 | $16K |
| First United Bank & Trust | 0.01% | No change | 135 | $16K |
| Financial Gravity Companies, Inc. | 0.00% | — | 132 | $15K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 130 | $15K |
| Earned Wealth Advisors, LLC | 0.00% | New | 122 | $14K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 120 | $14K |
| Flaharty Asset Management, LLC | 0.00% | New | 114 | $13K |
| Tanaka Capital Management Inc. | 0.03% | No change | 109 | $13K |
| Elevate Wealth Advisory, Inc. | 0.01% | Reduce -69.3% | 111 | $13K |
| Your Advocates Ltd., LLP | 0.01% | Reduce -10.5% | 111 | $13K |
| Financial Management Professionals, Inc. | 0.00% | Add +125.0% | 99 | $12K |
| Cornerstone National Bank & Trust Co | 0.01% | New | 102 | $12K |
| Aspire Wealth Management Corp | 0.01% | No change | 95 | $11K |
| Insight Inv LLC | 0.01% | No change | 92 | $11K |
| AllSquare Wealth Management LLC | 0.01% | No change | 86 | $10K |
| PFS Partners, LLC | 0.01% | Add +1.2% | 86 | $10K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -13.2% | 79 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 79 | $9K |
| Aspire Private Capital, LLC | 0.00% | Reduce -51.3% | 77 | $9K |
| Hall Laurie J Trustee | 0.00% | No change | 75 | $9K |
| Resources Management Corp. /CT/ | 0.00% | No change | 81 | $9K |
| Hantz Financial Services, Inc. | 0.00% | New | 79 | $9K |
| Punch & Associates Investment Management, Inc. | 0.00% | Reduce -23.5% | 75 | $9K |
| Rakuten Securities, Inc. | 0.00% | New | 70 | $8K |
| Safe Harbor Fiduciary, LLC | 0.01% | — | 67 | $8K |
| Peachtree Investment Partners, LLC | 0.00% | Reduce -16.3% | 67 | $8K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 63 | $7K |
| Delta Asset Management LLC | 0.00% | No change | 55 | $6K |
| SJS Investment Consulting Inc. | 0.00% | No change | 51 | $6K |
| Horizon Bancorp Inc. | 0.00% | Reduce -31.0% | 40 | $5K |
| Northwest Bank & Trust Co | 0.00% | No change | 40 | $5K |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -8.3% | 489 | $4K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +3.2% | 32 | $4K |
| Tower View Wealth Management LLC | 0.00% | No change | 27 | $3K |
| Peterson Financial Group, Inc. | 0.01% | New | 22 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 20 | $2K |
| Sawyer & Company, Inc | 0.00% | New | 19 | $2K |
| Eukles Asset Management | 0.00% | No change | 16 | $2K |
| Goodman Advisory Group, LLC | 0.00% | New | 16 | $2K |
| Kozak & Associates, Inc. | 0.00% | Add +450.0% | 11 | $1K |
| Morse Asset Management, Inc | 0.00% | New | 8 | $936 |
| Ridgewood Investments LLC | 0.00% | No change | 7 | $819 |
| Atticus Wealth Management, LLC | 0.00% | Reduce -68.8% | 5 | $585 |
| Integrity Financial Corp | 0.00% | Reduce -92.5% | 3 | $351 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 1 | $95 |
"% of holder's portfolio" is IJR's weight in each manager's 13F, not the share of iShares Core S&P Small-Cap E the manager owns.