iShares Core S&P Small-Cap EIJRETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 2,508 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, down 25 from Q1 2025. 108 opened new positions and 125 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($4.5B), Bank of America Corp. ($3.5B) and Morgan Stanley ($2.0B). 7 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 Israel Englander (0.0% of Millennium Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $299.4M |
| Exits | 125 | $653.1M |
All 13F filers, Q1 2025 → Q2 2025: 20,159,336 shares bought and 38,469,505 shares sold, net −18,310,169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,508 holders
| Northwestern Mutual Wealth Management Co. | 3.29% | Add +5.8% | 41,302,922 | $4.5B |
| Bank of America Corp. | 0.28% | Reduce -3.1% | 31,970,807 | $3.5B |
| Morgan Stanley | 0.13% | Reduce -3.0% | 18,135,874 | $2.0B |
| Envestnet Asset Management Inc. | 0.54% | Reduce -5.6% | 16,819,881 | $1.8B |
| Wells Fargo & Company | 0.40% | Reduce -4.0% | 16,436,847 | $1.8B |
| FMR LLC | 0.10% | Reduce -19.5% | 16,369,514 | $1.8B |
| LPL Financial LLC | 0.59% | Add +2.3% | 16,264,673 | $1.8B |
| Raymond James Financial Inc. | 0.53% | Reduce -0.8% | 13,964,084 | $1.5B |
| Bank of New York Mellon Corp | 0.26% | Reduce -5.1% | 12,427,548 | $1.4B |
| UBS Group AG | 0.23% | Reduce -5.7% | 10,006,675 | $1.1B |
| Financial Engines Advisors L.L.C. | 2.11% | Add +10.7% | 9,656,104 | $1.1B |
| Northern Trust Corp. | 0.14% | Reduce -2.2% | 9,419,097 | $1.0B |
| First Command Advisory Services, Inc. | 8.63% | Add +2.4% | 9,171,730 | $1.0B |
| BlackRock, Inc. | 0.02% | Add +1.2% | 8,343,443 | $911.9M |
| PNC Financial Services Group, Inc. | 0.57% | Reduce -0.9% | 8,024,639 | $877.0M |
| Royal Bank of Canada | 0.15% | Reduce -2.8% | 7,049,946 | $770.5M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -33.5% | 6,149,440 | $672.1M |
| Northwestern Mutual Investment Management Company, LLC | 10.15% | Reduce -5.9% | 6,036,215 | $659.7M |
| Ameriprise Financial Inc. | 0.15% | Add +2.1% | 5,507,552 | $601.8M |
| Baird Financial Group, Inc. | 1.05% | Reduce -3.3% | 5,478,695 | $598.8M |
| US Bancorp \de | 0.69% | Reduce -2.6% | 5,024,941 | $549.2M |
| Glenmede Investment Management, LP | 2.77% | — | 5,005,104 | $547.0M |
| Keybank National Association | 1.56% | Add +0.9% | 3,834,308 | $419.1M |
| Regions Financial Corp. | 2.86% | Add +5.6% | 3,798,876 | $415.2M |
| Cerity Partners LLC | 0.73% | Add +50.8% | 3,754,934 | $410.4M |
| Commonwealth Equity Services, LLC | 0.54% | Reduce -11.0% | 3,725,028 | $407.1M |
| Wealthspire Advisors, LLC | 2.27% | Reduce -4.8% | 3,698,136 | $404.2M |
| Acorns Advisers, LLC | 3.14% | Add +16.0% | 3,347,838 | $365.9M |
| JPMorgan Chase & Co. | 0.02% | Reduce -2.6% | 3,209,657 | $350.8M |
| Truist Financial Corp. | 0.50% | Reduce -13.3% | 3,133,113 | $342.4M |
| Cresset Asset Management, LLC | 1.65% | Reduce -19.1% | 3,006,063 | $328.5M |
| Provida Pension Fund Administrator | 5.86% | Reduce -31.5% | 2,959,326 | $323.4M |
| HighTower Advisors, LLC | 0.39% | Reduce -5.2% | 2,849,282 | $311.4M |
| Pathstone Holdings, LLC | 1.12% | Add +9.9% | 2,685,764 | $283.4M |
| Wealth Enhancement Advisory Services, LLC | 0.47% | Add +83.8% | 2,492,515 | $281.9M |
| Millburn Ridgefield LLC | 6.26% | Reduce -5.5% | 2,380,295 | $260.1M |
| Catalyst Capital Advisors LLC | 5.25% | Reduce -5.5% | 2,380,295 | $260.1M |
| Alesco Advisors, LLC, An ESL Co | 7.42% | Add +5.3% | 2,361,858 | $258.1M |
| Jones Financial Companies LLLP | 0.19% | Add +8.0% | 2,291,692 | $250.8M |
| Valeo Financial Advisors, LLC | 6.04% | Add +2.1% | 2,267,439 | $245.6M |
| Circle Wealth Management, LLC | 5.10% | No change | 2,101,139 | $229.6M |
| MAI Capital Management | 1.54% | Add +1.8% | 2,026,145 | $221.4M |
| Fifth Third Bancorp | 0.75% | Reduce -6.5% | 1,989,900 | $217.5M |
| Cetera Investment Advisers | 0.34% | Reduce -6.7% | 1,855,611 | $202.8M |
| Mariner, LLC | 0.28% | Reduce -0.2% | 1,745,765 | $190.8M |
| Haverford Trust Co | 1.78% | Reduce -0.1% | 1,710,797 | $187.0M |
| Bank of Montreal | 0.09% | Reduce -1.1% | 1,705,168 | $186.4M |
| Stifel Financial Corp. | 0.17% | Add +2.0% | 1,589,570 | $173.7M |
| Federation des caisses Desjardins du Quebec | 0.76% | Add +15.5% | 1,576,493 | $172.3M |
| Rockefeller Capital Management L.P. | 0.35% | Add +1.1% | 1,459,080 | $159.8M |
| Moneta Group Investment Advisors LLC | 1.90% | Add +1.7% | 1,461,545 | $159.7M |
| Modera Wealth Management, LLC | 1.96% | Reduce -11.8% | 1,451,997 | $158.7M |
| Bridges Investment Management Inc. | 2.14% | Add +1.0% | 1,447,377 | $158.2M |
| Mesirow Financial Investment Management, Inc. | 3.06% | Reduce -2.4% | 1,435,196 | $156.9M |
| Osaic Holdings, Inc. | 0.27% | Add +17.5% | 1,380,060 | $150.3M |
| Creative Planning | 0.12% | Reduce -6.2% | 1,283,517 | $140.3M |
| Clark Capital Management Group, Inc. | 0.95% | Reduce -31.1% | 1,246,697 | $136.3M |
| MML Investors Services, LLC | 0.39% | Add +0.0% | 1,232,046 | $134.7M |
| Allworth Financial LP | 0.62% | Add +2.2% | 1,190,598 | $130.1M |
| Farmers & Merchants Investments Inc. | 3.58% | Add +8.3% | 1,124,458 | $122.9M |
| Comerica Bank | 0.48% | Add +1.0% | 1,122,636 | $122.7M |
| United Capital Financial Advisors, LLC | 0.99% | Reduce -5.6% | 1,119,971 | $122.4M |
| Corient Private Wealth LP | 0.16% | Add +3.3% | 1,098,551 | $120.0M |
| Nationwide Fund Advisors | 6.71% | Add +4.8% | 1,097,538 | $119.9M |
| M&T Bank Corp | 0.39% | Reduce -8.0% | 1,044,957 | $114.2M |
| Sequoia Financial Advisors, LLC | 0.77% | Add +8.3% | 1,028,123 | $112.4M |
| Assetmark, Inc. | 0.25% | Add +0.8% | 977,507 | $106.8M |
| Avantax Advisory Services, Inc. | 0.59% | Add +5.4% | 974,377 | $106.5M |
| Franklin Resources Inc. | 0.03% | Reduce -16.7% | 943,085 | $103.1M |
| Focus Partners Wealth | 0.22% | Add +6.1% | 935,578 | $102.2M |
| Acropolis Investment Management, LLC | 5.54% | Add +0.4% | 922,025 | $100.8M |
| Brown Advisory Inc. | 0.13% | Add +17.1% | 907,424 | $99.2M |
| Atlantic Union Bankshares Corp | 2.22% | Add +7143.6% | 889,517 | $97.2M |
| State Street Corp. | 0.00% | Add +61.3% | 865,925 | $94.6M |
| Qube Research & Technologies Ltd | 0.13% | Add +264.4% | 847,352 | $92.6M |
| Members Trust Co | 3.19% | Reduce -3.6% | 846,299 | $92.5M |
| Beacon Investment Advisory Services, Inc. | 4.06% | Add +1.6% | 842,155 | $92.0M |
| Bessemer Group Inc. | 0.15% | Reduce -6.5% | 840,922 | $91.9M |
| Captrust Financial Advisors | 0.20% | Reduce -2.6% | 838,783 | $91.7M |
| NorthCoast Asset Management LLC | 0.39% | Reduce -0.8% | 837,031 | $91.5M |
| Destination Wealth Management | 2.66% | Add +4.2% | 830,153 | $90.7M |
| Connecticut Wealth Management, LLC | 4.24% | Reduce -17.8% | 815,056 | $89.1M |
| SPX Gestao de Recursos Ltda | 8.06% | Add +73.1% | 787,565 | $86.1M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Add +2.6% | 779,866 | $85.2M |
| Moss Adams Wealth Advisors LLC | 7.55% | Reduce -8.8% | 760,607 | $83.1M |
| Greenleaf Trust | 0.72% | Reduce -2.3% | 749,930 | $82.0M |
| SigFig Wealth Management, LLC | 2.69% | Add +2.8% | 741,743 | $81.2M |
| Steward Partners Investment Advisory, LLC | 0.60% | Add +9.0% | 704,794 | $77.0M |
| Janney Montgomery Scott LLC | 0.20% | Reduce -13.4% | 684,007 | $74.8M |
| Accredited Investors Inc. | 4.37% | Reduce -13.0% | 675,782 | $73.9M |
| Glenview Trust Co | 1.27% | Reduce -1.5% | 673,534 | $73.6M |
| First Interstate Bank | 4.27% | Reduce -0.3% | 664,698 | $72.6M |
| Citigroup Inc. | 0.05% | Reduce -62.5% | 664,678 | $72.6M |
| BLB&B Advisors, LLC | 3.36% | Reduce -2.2% | 657,365 | $71.8M |
| Whittier Trust Co. | 0.86% | Add +2.4% | 651,841 | $71.2M |
| Kestra Advisory Services, LLC | 0.34% | Reduce -17.0% | 641,260 | $70.1M |
| UMB Bank, n.a. | 1.08% | Reduce -13.5% | 632,380 | $69.1M |
| &partners | 0.53% | Add +27.4% | 628,393 | $68.6M |
| Dynasty Wealth Management, LLC | 1.16% | Reduce -3.9% | 624,862 | $68.3M |
| Bokf, NA | 1.10% | Reduce -19.7% | 622,197 | $68.0M |
| Steele Capital Management, Inc. | 3.25% | Reduce -19.3% | 620,379 | $67.8M |
| Ally Financial Inc. | 7.63% | No change | 618,000 | $67.5M |
| Teacher Retirement System of Texas | 0.28% | No change | 617,457 | $67.5M |
| Mission Wealth Management, LP | 1.44% | Add +13.4% | 604,727 | $66.1M |
| SWF LLC | 7.61% | Add +6382.5% | 599,244 | $65.5M |
| Bronte Capital Management Pty Ltd. | 5.11% | Reduce -57.2% | 555,945 | $65.0M |
| Sigma Investment Counselors Inc. | 3.55% | Add +3.1% | 590,817 | $64.6M |
| CI Investments Inc. | 0.24% | Add +3.1% | 579,566 | $63.3M |
| Synovus Financial Corp. | 0.77% | Add +4.0% | 578,665 | $63.2M |
| Private Advisor Group, LLC | 0.34% | Reduce -0.3% | 570,720 | $62.4M |
| First Business Financial Services, Inc. | 5.55% | Reduce -1.2% | 562,741 | $61.5M |
| St. Louis Trust Co | 8.17% | Add +0.3% | 561,043 | $61.3M |
| NewEdge Advisors, LLC | 0.31% | Reduce -3.0% | 553,404 | $60.5M |
| Sage Financial Group Inc. | 4.45% | Reduce -3.5% | 551,124 | $60.2M |
| Quotient Wealth Partners, LLC | 1.76% | Add +3.1% | 548,113 | $59.9M |
| Natixis Advisors, LLC | 0.10% | Reduce -1.3% | 548,062 | $59.9M |
| Full Sail Capital, LLC | 3.42% | Reduce -2.4% | 542,357 | $59.3M |
| Vicus Capital | 4.89% | Add +5.4% | 538,466 | $58.8M |
| Peapack Gladstone Financial Corp. | 0.83% | Reduce -5.9% | 535,264 | $58.5M |
| Klingman & Associates, LLC | 3.22% | Reduce -2.8% | 534,526 | $58.4M |
| Calamos Wealth Management LLC | 2.49% | Add +2.4% | 530,638 | $58.0M |
| Ieq Capital, LLC | 0.35% | Reduce -35.3% | 524,527 | $57.3M |
| Financial Advisors, LLC | 10.66% | Add +3.0% | 523,889 | $57.3M |
| Tiaa Trust, National Association | 0.15% | Reduce -1.5% | 516,031 | $56.4M |
| Equitable Holdings, Inc. | 0.45% | Add +3.1% | 503,509 | $55.0M |
| Legacy Wealth Management, LLC | 3.37% | Reduce -0.1% | 495,688 | $54.2M |
| Bangor Savings Bank | 4.79% | Reduce -0.1% | 489,981 | $53.5M |
| Alaska Permanent Capital Management, LLC | 4.15% | Add +11.8% | 489,524 | $53.5M |
| Wealth Architects, LLC | 5.41% | Add +3.7% | 487,616 | $53.3M |
| Farther Finance Advisors, LLC | 1.05% | Add +75.9% | 479,548 | $52.4M |
| Alliancebernstein L.P. | 0.02% | Add +2.5% | 478,776 | $52.3M |
| Brown Brothers Harriman & Co. | 0.33% | Add +1.6% | 470,850 | $51.5M |
| First National Trust Co | 1.91% | Reduce -1.1% | 467,501 | $51.1M |
| Clearstead Advisors, LLC | 0.72% | Reduce -9.9% | 467,429 | $51.1M |
| CW Advisors, LLC | 0.49% | Add +7.1% | 465,815 | $50.9M |
| Bartlett & Co. Wealth Management LLC | 0.71% | Add +6.1% | 464,245 | $50.7M |
| Stratos Wealth Partners, LTD. | 0.68% | Reduce -2.5% | 457,114 | $50.0M |
| Fiduciary Trust Co | 0.61% | Reduce -1.7% | 452,304 | $49.4M |
| Cahaba Wealth Management, Inc. | 3.60% | Reduce -5.9% | 423,545 | $46.3M |
| HCR Wealth Advisors | 5.39% | Add +2.3% | 418,776 | $45.8M |
| Rebalance, LLC | 3.09% | Add +9.4% | 416,712 | $45.5M |
| RKL Wealth Management LLC | 4.00% | Add +2.3% | 416,197 | $45.5M |
| Becker Capital Management Inc. | 1.41% | Reduce -27.1% | 414,585 | $45.3M |
| One Day In July LLC | 4.01% | Reduce -17.3% | 405,357 | $44.3M |
| Global Retirement Partners, LLC | 1.10% | — | 404,890 | $44.3M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Reduce -14.6% | 401,840 | $43.9M |
| Atlanta Consulting Group Advisors, LLC | 12.01% | Add +0.7% | 401,487 | $43.9M |
| Northwest Quadrant Wealth Management, LLC | 9.76% | Reduce -1.4% | 400,385 | $43.8M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -12.7% | 403,562 | $43.6M |
| United Bank | 5.21% | Add +0.7% | 398,159 | $43.5M |
| Sanctuary Advisors, LLC | 0.27% | Reduce -11.1% | 394,509 | $43.1M |
| Conning Inc. | 1.56% | Reduce -0.2% | 394,331 | $43.1M |
| Balyasny Asset Management L.P. | 0.10% | New | 393,211 | $43.0M |
| Abound Wealth Management | 11.96% | Add +3.5% | 387,319 | $42.3M |
| Arrow Financial Corp | 4.42% | Add +0.1% | 384,477 | $42.0M |
| Trilogy Capital Inc. | 2.04% | Add +23.4% | 384,315 | $42.0M |
| Vision Capital Management, Inc. | 5.49% | Add +17.6% | 382,609 | $41.8M |
| Ally Invest Advisors Inc. | 3.23% | Add +8.1% | 378,973 | $41.4M |
| Arcataur Capital Management LLC | 12.94% | Add +0.5% | 378,824 | $41.4M |
| Johnson Investment Counsel Inc. | 0.37% | Add +10.4% | 378,398 | $41.4M |
| SilverOak Wealth Management LLC | 7.69% | Add +1.6% | 374,936 | $41.0M |
| Bank of Nova Scotia | 0.08% | Reduce -19.5% | 364,200 | $39.8M |
| Maple Capital Management, Inc. | 2.70% | Add +8.9% | 360,850 | $39.4M |
| Voya Financial Advisors, Inc. | 3.97% | Add +7.2% | 359,749 | $39.4M |
| New York Life Investment Management LLC | 0.37% | Add +1.5% | 359,820 | $39.3M |
| Chesley Taft & Associates LLC | 1.74% | Reduce -3.9% | 356,816 | $39.0M |
| Axxcess Wealth Management, LLC | 0.93% | Add +1.3% | 353,432 | $38.6M |
| Ballentine Partners, LLC | 0.58% | Add +0.7% | 352,984 | $38.6M |
| Capital Asset Advisory Services LLC | 1.80% | Add +2.5% | 346,981 | $38.5M |
| Shoker Investment Counsel, Inc. | 11.98% | Add +28.8% | 349,797 | $38.2M |
| Valmark Advisers, Inc. | 0.53% | Reduce -1.3% | 348,140 | $38.0M |
| Opus Capital Group, LLC | 4.55% | Reduce -4.6% | 347,703 | $38.0M |
| Stockman Wealth Management, Inc. | 5.16% | Add +1.5% | 347,595 | $38.0M |
| Colony Family Offices, LLC | 9.82% | Add +14.1% | 347,393 | $38.0M |
| IFG Advisors, LLC | 6.37% | Add +18.9% | 347,221 | $37.9M |
| Pine Ridge Advisers LLC | 2.42% | Add +0.6% | 347,136 | $37.9M |
| Planning Alternatives Ltd. | 5.25% | Add +3.6% | 345,199 | $37.7M |
| Painted Porch Advisors LLC | 15.42% | Add +3.0% | 343,699 | $37.6M |
| Nan Shan Life Insurance Co., Ltd. | 0.83% | No change | 342,089 | $37.4M |
| Oppenheimer & Co. Inc. | 0.49% | Add +6.0% | 340,111 | $37.2M |
| EP Wealth Advisors, LLC | 0.24% | Add +75.5% | 337,113 | $36.8M |
| Fulton Breakefield Broenniman LLC | 2.46% | Reduce -2.8% | 333,686 | $36.5M |
| Cape Cod Five Cents Savings Bank | 3.31% | No change | 309,086 | $36.2M |
| MCF Advisors LLC | 2.38% | Add +6.4% | 328,782 | $35.9M |
| Elk River Wealth Management LLC | 6.16% | Add +1.6% | 327,502 | $35.8M |
| Starr Indemnity & Liability Co | 12.84% | New | 320,950 | $35.1M |
| Albion Financial Group | 2.29% | Reduce -0.6% | 320,428 | $35.0M |
| Victory Capital Management Inc. | 0.02% | Add +35.4% | 308,060 | $33.7M |
| JFS Wealth Advisors, LLC | 2.12% | Reduce -1.5% | 305,271 | $33.4M |
| Magnus Financial Group LLC | 2.94% | Reduce -0.3% | 305,034 | $33.3M |
| Fifth Third Wealth Advisors LLC | 1.40% | Reduce -13.9% | 304,645 | $33.3M |
| Lazard Asset Management LLC | 0.05% | Reduce -5.9% | 302,391 | $33.0M |
| Fi3 FINANCIAL ADVISORS, LLC | 11.56% | Add +2.3% | 293,261 | $32.1M |
| Avidian Wealth Enterprises, LLC | 1.30% | Add +17.6% | 292,492 | $32.0M |
| Bleakley Financial Group, LLC | 0.81% | Add +63.5% | 290,589 | $31.8M |
| Graves Light Lenhart Wealth, Inc. | 3.75% | Add +1.7% | 288,199 | $31.5M |
| MassMutual Private Wealth & Trust, FSB | 0.84% | Add +7.3% | 287,210 | $31.4M |
| Frontier Asset Management, LLC | 8.49% | Reduce -17.9% | 285,401 | $31.2M |
| Blair William & Co. | 0.09% | Reduce -11.5% | 285,111 | $31.2M |
| GTS Securities LLC | 1.38% | New | 283,015 | $30.9M |
| Amplius Wealth Advisors, LLC | 2.87% | Reduce -13.9% | 282,789 | $30.9M |
| Squarepoint Ops LLC | 0.07% | Add +13.2% | 281,665 | $30.8M |
| First Financial Bankshares Inc | 0.69% | Add +15.7% | 279,828 | $30.6M |
| First Financial Bank - Trust Division | 2.68% | Reduce -9.2% | 279,341 | $30.5M |
| Grove Bank & Trust | 3.79% | Reduce -10.4% | 278,355 | $30.4M |
| Public Sector Pension Investment Board | 0.13% | Add +156.4% | 276,499 | $30.2M |
| Hudock, Inc. | 4.82% | Reduce -2.8% | 274,540 | $30.0M |
| Wallington Asset Management, LLC | 4.21% | Add +1.0% | 273,928 | $29.9M |
| RTD Financial Advisors, Inc. | 3.83% | Reduce -0.8% | 273,535 | $29.9M |
| D.A. Davidson & Co. | 0.21% | Add +0.9% | 272,420 | $29.8M |
| Principal Securities, Inc. | 0.55% | Reduce -18.2% | 268,461 | $29.3M |
| Lido Advisors, LLC | 0.15% | Reduce -5.3% | 264,852 | $28.9M |
| Catalyst Financial Partners LLC | 3.15% | Add +2.6% | 263,882 | $28.8M |
| Pinnacle Associates Ltd. | 0.42% | Add +0.4% | 263,641 | $28.8M |
| Financial Enhancement Group LLC | 4.02% | New | 249,136 | $28.1M |
| Advisory Services Network, LLC | 0.45% | Reduce -14.7% | 253,292 | $27.9M |
| Obsidian Cio, LLC | 4.05% | Reduce -14.7% | 255,227 | $27.9M |
| Hancock Whitney Corp. | 0.53% | Add +13.6% | 252,982 | $27.6M |
| MBL Wealth, LLC | 2.63% | Add +3.0% | 251,359 | $27.5M |
| Resonant Capital Advisors, LLC | 1.75% | Add +0.8% | 250,176 | $27.3M |
| Capital Investment Advisors, LLC | 0.48% | Reduce -4.9% | 247,706 | $27.3M |
| HB Wealth Management, LLC | 0.22% | Reduce -53.3% | 248,736 | $27.2M |
| Citizens Financial Group Inc. | 0.43% | Add +27.1% | 245,156 | $26.8M |
| Madison Wealth Partners, Inc | 5.85% | Add +13.6% | 245,107 | $26.8M |
| Oakworth Capital, Inc. | 1.72% | Reduce -0.1% | 244,698 | $26.7M |
| Fiera Capital Corp | 0.09% | Reduce -19.6% | 243,190 | $26.6M |
| Summit Financial Strategies, Inc. | 2.44% | Add +13.9% | 241,011 | $26.3M |
| RMR Wealth Builders | 2.39% | Add +6.6% | 240,711 | $26.3M |
| Birch Hill Investment Advisors LLC | 1.17% | Reduce -10.1% | 240,394 | $26.3M |
| Wealthcare Advisory Partners LLC | 0.60% | Add +19.6% | 240,184 | $26.2M |
| Single Point Partners, LLC | 5.72% | Reduce -3.3% | 239,211 | $26.1M |
| Graypoint LLC | 1.47% | Reduce -33.6% | 238,040 | $26.0M |
| Founders Financial Securities LLC | 1.97% | Add +9.2% | 237,618 | $26.0M |
| Savant Capital, LLC | 0.19% | Reduce -10.7% | 237,123 | $25.9M |
| Bar Harbor Wealth Management | 1.65% | Add +0.3% | 235,313 | $25.7M |
| Whittier Trust Co. of Nevada Inc. | 0.58% | Add +1.9% | 233,242 | $25.5M |
| Mangrove Partners Im, LLC | 2.78% | Add +4.3% | 232,878 | $25.5M |
| Midwest Trust Co | 0.35% | — | 231,622 | $25.3M |
| Headinvest, LLC | 5.38% | Reduce -6.6% | 231,279 | $25.3M |
| Lowe Brockenbrough & Co. Inc. | 1.41% | Add +5.5% | 229,502 | $25.1M |
| First Merchants Corp. | 0.96% | Reduce -8.5% | 228,053 | $24.9M |
| Horizon Investments, LLC | 0.39% | Reduce -68.9% | 226,261 | $24.7M |
| FORM Wealth Advisors, LLC | 2.99% | Add +20.5% | 225,917 | $24.7M |
| Round Rock Advisors LLC | 4.25% | Add +2.2% | 225,215 | $24.6M |
| Granite Bay Wealth Management, LLC | 7.90% | Add +12.6% | 224,958 | $24.6M |
| Private Wealth Asset Management, LLC | 3.26% | Reduce -3.1% | 224,493 | $24.5M |
| Alaska Wealth Advisors, LLC | 3.51% | Add +11.6% | 224,363 | $24.5M |
| Journey Advisory Group, LLC | 1.91% | Reduce -0.4% | 223,980 | $24.5M |
| Cedar Mountain Advisors, LLC | 5.08% | Add +1.7% | 223,686 | $24.4M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -48.9% | 223,535 | $24.4M |
| ESL Trust Services, LLC | 4.90% | Add +9.4% | 219,438 | $24.0M |
| Capital Advisors Inc. | 0.43% | Add +1.8% | 217,636 | $23.8M |
| World Investment Advisors | 0.54% | Reduce -4.4% | 215,996 | $23.6M |
| Willis Johnson & Associates, Inc. | 1.60% | Add +8.5% | 215,002 | $23.5M |
| Baron Wealth Management LLC | 8.28% | Reduce -6.6% | 213,802 | $23.4M |
| Rehmann Capital Advisory Group | 1.41% | Add +0.8% | 212,997 | $23.3M |
| Curi Capital, LLC | 0.44% | Add +20.7% | 212,258 | $23.2M |
| Truefg, LLC | 6.87% | Add +4.0% | 211,389 | $23.1M |
| Smith, Moore & Co. | 1.91% | Reduce -0.7% | 207,689 | $22.7M |
| YHB Investment Advisors, Inc. | 1.74% | Add +0.1% | 206,772 | $22.6M |
| 1ST Source Bank | 1.25% | Reduce -0.3% | 206,646 | $22.6M |
| Proathlete Wealth Management LLC | 7.17% | Add +5.3% | 206,056 | $22.5M |
| CJM Wealth Advisers, Ltd. | 7.47% | Add +0.3% | 205,381 | $22.4M |
| Oakwell Private Wealth Management, LLC | 5.15% | Add +12.5% | 204,615 | $22.4M |
| West Paces Advisors Inc. | 4.73% | Reduce -4.8% | 203,391 | $22.2M |
| Verum Partners LLC | 5.11% | Reduce -15.8% | 202,495 | $22.1M |
| Kelman-Lazarov, Inc. | 3.58% | Add +0.0% | 202,401 | $22.1M |
| Harbour Trust & Investment Management Co | 2.44% | Reduce -2.5% | 201,910 | $22.1M |
| C V Starr & Co. Inc. | 11.38% | New | 200,458 | $21.9M |
| Constellation Investments, Inc. | 1.01% | Reduce -1.0% | 200,000 | $21.9M |
| Navalign, LLC | 5.90% | Add +2.3% | 195,745 | $21.4M |
| Simmons Bank | 1.52% | Reduce -1.2% | 195,491 | $21.4M |
| Pinnacle Financial Partners Inc | 0.45% | Add +5.2% | 195,087 | $21.3M |
| Roth Financial Partners LLC | 7.68% | Add +6.1% | 194,820 | $21.3M |
| Pittenger & Anderson Inc. | 0.77% | Reduce -1.4% | 193,515 | $21.1M |
| NewEdge Wealth, LLC | 0.33% | Reduce -39.5% | 190,715 | $21.1M |
| Perigon Wealth Management, LLC | 0.49% | Add +1.2% | 192,958 | $21.1M |
| Dimension Capital Management LLC | 3.30% | Add +44.4% | 192,433 | $21.0M |
| Gladstone Institutional Advisory LLC | 0.86% | Add +1.8% | 189,832 | $20.7M |
| King Wealth Management Group | 2.81% | Add +0.2% | 189,442 | $20.7M |
| Sigma Planning Corp | 0.62% | Add +3.4% | 188,932 | $20.6M |
| Financial Management Network Inc. | 3.68% | Add +8.7% | 181,803 | $20.6M |
| Quadrant Capital Group LLC | 0.74% | Reduce -42.2% | 187,756 | $20.5M |
| O'Dell Group, LLC | 5.08% | Reduce -6.3% | 186,450 | $20.4M |
| Trifecta Capital Advisors, LLC | 3.39% | Reduce -3.2% | 186,441 | $20.4M |
| Enzi Wealth | 7.45% | Reduce -0.1% | 180,201 | $20.3M |
| Cornerstone Advisory, LLC | 2.17% | Reduce -2.9% | 184,748 | $20.2M |
| Trust Co. of Vermont | 0.95% | Reduce -2.5% | 184,728 | $20.2M |
| HSBC Holdings PLC | 0.01% | Add +0.2% | 182,927 | $20.0M |
| Harbor Group, Inc. | 3.54% | Reduce -6.0% | 182,659 | $20.0M |
| Crescent Grove Advisors, LLC | 1.93% | Reduce -1.3% | 181,902 | $19.9M |
| Iowa State Bank | 3.92% | Add +2.5% | 179,909 | $19.7M |
| Smithfield Trust Co | 0.93% | Add +3.3% | 179,722 | $19.6M |
| Fusion Family Wealth, LLC | 1.66% | Reduce -14.4% | 179,230 | $19.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.62% | Add +3.1% | 178,339 | $19.5M |
| Lutz Financial Services LLC | 1.51% | Reduce -4.5% | 178,244 | $19.5M |
| Ashton Thomas Private Wealth, LLC | 0.68% | Reduce -29.8% | 177,469 | $19.4M |
| Yousif Capital Management, LLC | 0.21% | Add +3.1% | 177,234 | $19.4M |
| Apollon Wealth Management, LLC | 0.38% | Reduce -1.0% | 176,554 | $19.3M |
| BOK Financial Private Wealth, Inc. | 1.28% | Reduce -1.9% | 175,962 | $19.2M |
| Cutler Investment Counsel LLC | 2.14% | Add +11.7% | 175,650 | $19.2M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -0.0% | 175,246 | $19.2M |
| Trustees of Dartmouth College | 5.35% | Reduce -30.2% | 174,600 | $19.1M |
| CWS Financial Advisors, LLC | 5.53% | Add +1.3% | 173,951 | $19.0M |
| MainStreet Investment Advisors LLC | 2.63% | Reduce -6.0% | 173,885 | $19.0M |
| Summit Asset Management, LLC | 3.08% | Add +0.5% | 173,199 | $18.9M |
| Madison Asset Management, LLC | 0.20% | Reduce -19.4% | 173,020 | $18.9M |
| CoreCap Advisors, LLC | 0.76% | Reduce -6.2% | 172,518 | $18.9M |
| EFG Asset Management (Americas) Corp. | 3.46% | Add +3.7% | 171,552 | $18.7M |
| PKS Advisory Services, LLC | 4.62% | Add +1.4% | 171,236 | $18.7M |
| Twele Capital Management, Inc. | 3.69% | Add +0.7% | 170,180 | $18.6M |
| Evergreen Capital Management LLC | 0.56% | Add +50.5% | 169,738 | $18.6M |
| Ironwood Wealth Management, Inc. | 8.75% | Reduce -0.7% | 165,311 | $18.5M |
| Evergreen Advisors, LLC | 4.89% | Reduce -0.7% | 169,036 | $18.5M |
| New England Professional Planning Group Inc. | 8.38% | Add +1.1% | 168,356 | $18.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.31% | Reduce -2.9% | 167,265 | $18.3M |
| Journey Strategic Wealth LLC | 0.59% | Reduce -0.2% | 166,442 | $18.2M |
| Valley Forge Investment Consultants Inc. Adv | 5.82% | Reduce -0.7% | 166,280 | $18.2M |
| Cambridge Capital Management, LLC | 9.74% | Add +4.5% | 166,138 | $18.2M |
| Fort Henry Capital, LLC | 12.18% | Add +2.9% | 165,824 | $18.1M |
| Baron Silver Stevens Financial Advisors, LLC | 2.88% | Reduce -2.2% | 164,726 | $18.0M |
| Goelzer Investment Management, Inc. | 0.99% | Reduce -0.1% | 164,692 | $18.0M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -5.8% | 164,623 | $18.0M |
| WASHINGTON TRUST Co | 0.64% | Add +2.4% | 164,340 | $18.0M |
| Horan Securities, Inc. | 6.31% | Reduce -28.3% | 164,095 | $17.9M |
| Citadel Advisors | 0.02% | Reduce -49.3% | 163,901 | $17.9M |
| Pure Financial Advisors, LLC | 0.31% | Add +489.8% | 163,073 | $17.8M |
| Ritter Daniher Financial Advisory LLC / DE | 4.37% | Reduce -1.5% | 162,650 | $17.8M |
| Mackenzie Financial Corp. | 0.02% | Add +0.6% | 162,410 | $17.7M |
| Rwa Wealth Partners, LLC | 0.22% | Add +37.2% | 162,145 | $17.7M |
| Legacy Financial Strategies, LLC | 3.47% | Add +0.7% | 161,857 | $17.7M |
| FFT Wealth Management LLC | 3.45% | Reduce -16.6% | 158,619 | $17.5M |
| Verus Capital Partners, LLC | 1.56% | Add +7.9% | 160,073 | $17.5M |
| Pathway Financial Advisors LLC | 2.56% | Add +45.5% | 159,800 | $17.5M |
| Caliber Wealth Management, LLC / KS | 1.87% | Add +235.7% | 159,520 | $17.4M |
| Chicago Partners Investment Group LLC | 0.50% | Reduce -0.6% | 151,744 | $17.3M |
| Transamerica Financial Advisors, LLC | 1.62% | Add +1.1% | 157,544 | $17.2M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -2.0% | 157,504 | $17.2M |
| Sagespring Wealth Partners, LLC | 0.37% | Reduce -19.8% | 157,309 | $17.2M |
| Courier Capital LLC | 1.04% | Add +5.1% | 157,245 | $17.2M |
| Atria Wealth Solutions, Inc. | 0.39% | Reduce -58.8% | 155,077 | $17.1M |
| SCS Capital Management LLC | 0.19% | Reduce -36.0% | 156,171 | $17.1M |
| Bristlecone Advisors, LLC | 1.43% | Add +1.9% | 155,274 | $17.0M |
| Summit Financial Wealth Advisors, LLC | 3.04% | Reduce -1.0% | 154,837 | $16.9M |
| Whitcomb & Hess, Inc. | 4.77% | Add +2.3% | 154,763 | $16.9M |
| LBMC Investment Advisors, LLC | 1.20% | Add +7.5% | 154,292 | $16.9M |
| Wellspring Financial Advisors, LLC | 1.50% | Add +0.3% | 517,145 | $16.8M |
| Conservest Capital Advisors, Inc. | 1.66% | Reduce -37.9% | 153,343 | $16.8M |
| Sunflower Bank, N.A. | 4.23% | Reduce -37.7% | 153,167 | $16.7M |
| Mullooly Asset Management, Inc. | 7.02% | Reduce -0.7% | 153,076 | $16.7M |
| Human Investing LLC | 2.63% | Add +6.3% | 152,932 | $16.7M |
| Galvin, Gaustad & Stein, LLC | 1.45% | Reduce -21.7% | 151,768 | $16.6M |
| Keener Financial Planning LLC | 8.26% | Add +25.5% | 151,668 | $16.6M |
| Bank of Stockton | 4.93% | Reduce -0.6% | 151,410 | $16.5M |
| NewSquare Capital LLC | 1.23% | Add +2.2% | 154,560 | $16.5M |
| McKinley Carter Wealth Services, Inc. | 0.91% | Reduce -6.3% | 150,354 | $16.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -92.2% | 150,000 | $16.4M |
| GFS Advisors, LLC | 2.24% | Add +0.6% | 149,555 | $16.3M |
| Wealthspire Retirement, LLC | 1.08% | Reduce -3.2% | 149,159 | $16.3M |
| Cwm, LLC | 0.06% | Reduce -35.8% | 148,936 | $16.3M |
| jvl associates llc | 5.85% | Reduce -6.4% | 148,931 | $16.3M |
| Fiducient Advisors LLC | 1.98% | Add +5.5% | 148,270 | $16.2M |
| FineMark National Bank & Trust | 0.55% | Reduce -7.5% | 148,182 | $16.2M |
| Cary Street Partners Financial LLC | 0.45% | Add +9.7% | 147,887 | $16.2M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -39.9% | 147,130 | $16.1M |
| Tidal Investments LLC | 0.10% | New | 146,914 | $16.1M |
| Paradigm, Strategies in Wealth Management, LLC | 10.46% | Reduce -0.2% | 146,252 | $16.0M |
| SouthState Bank Corp | 0.70% | Reduce -18.0% | 145,531 | $15.9M |
| Beacon Pointe Advisors, LLC | 0.16% | Reduce -4.7% | 143,437 | $15.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +8.8% | 142,111 | $15.5M |
| Encompass Wealth Advisors, LLC | 5.68% | Add +4.1% | 141,815 | $15.5M |
| FSM Wealth Advisors, LLC | 2.52% | Add +7.3% | 139,377 | $15.5M |
| Ritholtz Wealth Management | 0.34% | Add +242.9% | 141,729 | $15.5M |
| Southern Capital Advisors, LLC | 7.82% | Add +3.7% | 139,974 | $15.3M |
| Segall Bryant & Hamill, LLC | 0.21% | Reduce -0.5% | 139,959 | $15.3M |
| Obsidian Personal Planning Solutions LLC | 6.18% | Add +3.0% | 139,695 | $15.3M |
| LGL Partners, LLC | 6.77% | Reduce -1.3% | 137,974 | $15.3M |
| Lodestar Private Asset Management LLC | 1.75% | Add +1.4% | 138,701 | $15.2M |
| TD Private Client Wealth LLC | 0.37% | Reduce -7.7% | 138,647 | $15.2M |
| Apexium Financial, LP | 0.80% | Reduce -4.4% | 138,457 | $15.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.33% | Reduce -2.0% | 138,005 | $15.1M |
| Heck Capital Advisors, LLC | 1.29% | Reduce -34.2% | 137,048 | $15.0M |
| Venturi Wealth Management, LLC | 0.74% | Add +432.6% | 137,034 | $15.0M |
| Crewe Advisors LLC | 2.11% | Add +19.5% | 136,696 | $14.9M |
| Arkos Global Advisors | 2.07% | Add +7.5% | 136,525 | $14.9M |
| Principal Financial Group Inc. | 0.01% | Add +1.1% | 135,564 | $14.8M |
| Christopher J. Hasenberg, Inc | 5.51% | Add +423471.9% | 135,543 | $14.8M |
| State of Tennessee, Department of Treasury | 0.05% | No change | 135,161 | $14.8M |
| LTG Capital LLC | 12.56% | Add +0.7% | 134,269 | $14.7M |
| Victory Financial Group, LLC | 2.33% | Add +6.1% | 134,202 | $14.7M |
| Concurrent Investment Advisors, LLC | 0.28% | Add +5.9% | 133,545 | $14.6M |
| ProVise Management Group, LLC | 1.15% | Reduce -1.3% | 132,728 | $14.5M |
| Hardy Reed LLC | 1.16% | No change | 132,434 | $14.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -3.2% | 131,672 | $14.4M |
| Fiduciary Alliance LLC | 1.07% | Add +5.0% | 130,707 | $14.3M |
| XML Financial, LLC | 1.24% | Reduce -29.9% | 130,199 | $14.2M |
| Litman Gregory Wealth Management LLC | 1.12% | Reduce -9.3% | 130,006 | $14.2M |
| Park Avenue Securities LLC | 0.13% | New | 129,824 | $14.2M |
| Guidance Point Advisors, LLC | 3.76% | Reduce -6.4% | 129,381 | $14.1M |
| Lebenthal Global Advisors, LLC | 2.64% | Reduce -31.8% | 129,314 | $14.1M |
| Welch & Forbes LLC | 0.18% | Add +31.3% | 129,280 | $14.1M |
| Fairway Wealth LLC | 4.50% | Add +7.5% | 128,760 | $14.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.38% | Reduce -3.9% | 128,433 | $14.0M |
| Money Concepts Capital Corp. | 0.93% | Add +9.9% | 127,211 | $13.9M |
| Burling Wealth Partners, LLC | 2.57% | Reduce -1.1% | 127,202 | $13.9M |
| First Bank & Trust | 2.48% | Add +2.5% | 127,156 | $13.9M |
| Northeast Financial Consultants Inc | 0.57% | Reduce -35.5% | 127,042 | $13.9M |
| Venture Visionary Partners LLC | 0.52% | Reduce -0.0% | 126,761 | $13.9M |
| Modern Wealth Management, LLC | 0.34% | Add +262.5% | 126,167 | $13.8M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -6.9% | 125,989 | $13.8M |
| Centerpoint Advisors, LLC | 4.66% | Reduce -2.5% | 125,813 | $13.8M |
| Laurel Wealth Advisors LLC | 2.05% | Add +2.9% | 125,617 | $13.7M |
| Ancora Advisors LLC | 0.29% | Add +2.8% | 125,468 | $13.7M |
| Titleist Asset Management, LLC | 1.35% | Add +18.0% | 124,419 | $13.6M |
| Bailard, Inc. | 0.32% | Reduce -0.9% | 124,073 | $13.6M |
| Wilmington Savings Fund Society, FSB | 0.24% | Reduce -13.1% | 124,056 | $13.6M |
| Exchange Traded Concepts, LLC | 0.17% | Reduce -9.2% | 123,872 | $13.5M |
| Panoramic Capital Partners, LLC | 9.28% | Add +22.8% | 118,303 | $13.4M |
| Omega Financial Group, LLC | 4.81% | Add +3.7% | 122,085 | $13.3M |
| Liquid Strategies, LLC | 2.92% | Add +9.2% | 122,066 | $13.3M |
| Sageworth Trust Co | 0.73% | Reduce -31.6% | 121,030 | $13.2M |
| Regal Investment Advisors LLC | 0.99% | Reduce -2.0% | 120,471 | $13.2M |
| Flagstar Securities, Inc. | 3.64% | Reduce -15.8% | 120,170 | $13.1M |
| Nordwand Advisors, LLC | 2.05% | New | 119,590 | $13.1M |
| Neumann Capital Management, LLC | 4.08% | Add +0.2% | 118,642 | $13.0M |
| Dynamic Advisor Solutions LLC | 0.40% | Reduce -0.3% | 118,315 | $12.9M |
| Marino, Stram & Associates LLC | 2.60% | Reduce -8.2% | 118,119 | $12.9M |
| Argent Trust Co | 0.49% | Reduce -25.4% | 118,117 | $12.9M |
| Proffitt & Goodson Inc. | 1.96% | Reduce -8.3% | 117,526 | $12.8M |
| Investment Advisory Group, LLC | 3.89% | Reduce -0.1% | 117,525 | $12.8M |
| Nottingham Advisors, Inc. | 1.91% | Reduce -5.4% | 117,512 | $12.8M |
| Morris Financial Concepts, Inc. | 5.06% | Reduce -3.5% | 116,714 | $12.8M |
| Community Bank, N.A. | 1.67% | Reduce -0.0% | 116,191 | $12.7M |
| Heritage Investment Group, Inc. | 2.19% | Reduce -17.3% | 116,107 | $12.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -0.8% | 116,000 | $12.7M |
| Meridian Management Co. | 3.38% | Reduce -9.7% | 112,098 | $12.4M |
| Norris Perne & French LLP | 0.86% | Add +3.5% | 112,922 | $12.3M |
| Tarbox Family Office, Inc. | 1.85% | Add +11.5% | 112,440 | $12.3M |
| Francis Financial, Inc. | 2.84% | Reduce -14.3% | 112,436 | $12.3M |
| Vishria Bird Financial Group, LLC | 4.08% | Reduce -1.0% | 112,318 | $12.3M |
| LVW Advisors, LLC | 1.37% | Add +23.2% | 111,682 | $12.2M |
| Cranbrook Wealth Management, LLC | 2.60% | Add +6.6% | 111,580 | $12.2M |
| Common Fund for Nonprofit Organizations | 1.25% | Add +0.4% | 110,890 | $12.1M |
| TCI Wealth Advisors, Inc. | 0.83% | Add +2914.1% | 110,526 | $12.1M |
| Ameritas Advisory Services, LLC | 0.63% | Reduce -26.6% | 109,934 | $12.0M |
| Towercrest Capital Management | 2.14% | Add +10.8% | 109,494 | $12.0M |
| Prudential Financial Inc. | 0.02% | Add +6.3% | 109,400 | $12.0M |
| Patriot Financial Group Insurance Agency, LLC | 1.37% | Add +2.7% | 109,378 | $12.0M |
| Waverly Advisors, LLC | 0.13% | Reduce -2.7% | 108,839 | $11.9M |
| Inlight Wealth Management, LLC | 6.15% | Add +9.3% | 134,894 | $11.9M |
| Houlihan Financial Resource Group, Ltd. | 4.91% | Reduce -3.9% | 107,823 | $11.8M |
| Cim Investment Management Inc. | 2.25% | Reduce -50.9% | 108,207 | $11.8M |
| Econ Financial Services Corp | 6.09% | Add +2.5% | 108,200 | $11.8M |
| Crestwood Advisors Group, LLC | 0.21% | Add +8.0% | 107,494 | $11.7M |
| McGuire Investment Group, LLC | 1.50% | Add +3.3% | 107,425 | $11.7M |
| Presper Financial Architects, LLC | 8.73% | — | 107,379 | $11.7M |
| Richard W. Paul & Associates, LLC | 4.24% | Reduce -7.4% | 107,216 | $11.7M |
| Salomon & Ludwin, LLC | 1.14% | Reduce -2.5% | 103,044 | $11.6M |
| Financial Advocates Investment Management | 0.95% | New | 105,945 | $11.6M |
| PACK Private Wealth, LLC | 6.13% | Add +10.6% | 105,771 | $11.6M |
| JNBA Financial Advisors | 1.11% | Reduce -7.9% | 105,757 | $11.6M |
| Belpointe Asset Management LLC | 0.48% | Add +3.4% | 105,727 | $11.6M |
| Legal & General Group Plc | 0.00% | Add +5.6% | 105,458 | $11.5M |
| Kestra Private Wealth Services, LLC | 0.17% | Reduce -5.0% | 105,329 | $11.5M |
| Peninsula Asset Management Inc. | 6.08% | Add +0.5% | 105,327 | $11.5M |
| IHT Wealth Management, LLC | 0.32% | Add +51.5% | 105,225 | $11.5M |
| Ironwood Financial, llc | 2.45% | No change | 109,294 | $11.4M |
| Nestegg Advisors, Inc. | 10.99% | Add +0.5% | 104,430 | $11.4M |
| 4Thought Financial Group Inc. | 6.05% | Add +29.8% | 104,252 | $11.4M |
| Riversedge Advisors, LLC | 2.23% | Add +61.3% | 104,113 | $11.4M |
| First Horizon Advisors, Inc. | 0.30% | Add +3.2% | 103,999 | $11.4M |
| Sapient Capital LLC | 0.20% | Add +1.3% | 103,635 | $11.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.25% | Add +3.4% | 101,760 | $11.1M |
| Schneider Downs Wealth Management Advisors, LP | 1.66% | Add +2.1% | 101,455 | $11.1M |
| Aptus Capital Advisors, LLC | 0.11% | Reduce -7.2% | 100,925 | $11.0M |
| Merit Financial Group, LLC | 0.12% | Add +3.4% | 100,713 | $11.0M |
| Fortis Capital Advisors, LLC | 1.96% | Add +5.4% | 100,137 | $10.9M |
| Tortoise Investment Management, LLC | 1.04% | Reduce -2.3% | 99,648 | $10.9M |
| Old National Bancorp | 0.19% | Add +99.2% | 99,281 | $10.9M |
| Waterway Wealth Management, LLC | 3.28% | Add +4.8% | 99,196 | $10.8M |
| Long Run Wealth Advisors, LLC | 2.27% | Add +1.7% | 98,987 | $10.8M |
| Palisades Hudson Asset Management, L.P. | 4.23% | Add +0.0% | 98,945 | $10.8M |
| Marietta Wealth Management, LLC | 1.40% | Add +0.8% | 98,356 | $10.7M |
| Fifth Third Securities, Inc. | 0.80% | Add +3.8% | 97,668 | $10.7M |
| Gotham Asset Management | 0.06% | Add +0.3% | 97,503 | $10.7M |
| Embree Financial Group | 1.61% | Reduce -14.2% | 97,487 | $10.7M |
| Capital Analysts, LLC | 0.35% | Reduce -51.4% | 96,924 | $10.6M |
| Evermay Wealth Management LLC | 1.30% | Reduce -4.6% | 96,554 | $10.6M |
| Okabena Investment Services Inc. | 2.34% | Add +3.5% | 96,542 | $10.6M |
| Sprinkle Financial Consultants LLC | 6.43% | Reduce -8.9% | 96,283 | $10.5M |
| Asio Capital, LLC | 1.74% | Reduce -36.4% | 95,402 | $10.4M |
| CFO4Life Group, LLC | 1.62% | Reduce -0.3% | 94,523 | $10.3M |
| Condor Capital Management | 0.89% | Add +1.8% | 94,346 | $10.3M |
| Choreo, LLC | 0.14% | Reduce -3.2% | 94,245 | $10.3M |
| Summit Trail Advisors, LLC | 0.18% | New | 94,225 | $10.3M |
| Capital Group Private Client Services, Inc. | 0.09% | Add +6.1% | 94,172 | $10.3M |
| Asset Allocation Strategies LLC | 2.27% | Reduce -2.4% | 93,907 | $10.3M |
| IFG Advisory, LLC | 0.52% | Reduce -0.4% | 93,781 | $10.2M |
| JT Stratford LLC | 1.55% | Add +8.8% | 93,427 | $10.2M |
| Fiduciary Group, LLC | 0.96% | Reduce -5.4% | 93,231 | $10.2M |
| Global Strategic Investment Solutions, LLC | 1.08% | Reduce -4.8% | 92,754 | $10.1M |
| TFO Wealth Partners, LLC | 1.78% | Reduce -0.0% | 92,632 | $10.1M |
| Harbour Investments, Inc. | 0.26% | Reduce -2.9% | 92,559 | $10.1M |
| eCIO, Inc. | 4.25% | Add +6.0% | 92,270 | $10.1M |
| Canvas Wealth Advisors, LLC | 1.98% | Add +7.2% | 89,177 | $10.1M |
| Operose Advisors LLC | 2.83% | Reduce -2.8% | 91,896 | $10.0M |
| KFA Private Wealth Group, LLC | 3.07% | Add +0.6% | 90,597 | $9.9M |
| Global Wealth Management, LLC | 5.43% | Reduce -9.9% | 87,477 | $9.9M |
| Councilor Wealth, LLC | 4.62% | Reduce -0.3% | 90,500 | $9.9M |
| Sax Wealth Advisors, LLC | 0.60% | Reduce -6.1% | 90,263 | $9.9M |
| Pettinga Financial Advisors LLC | 2.16% | Reduce -2.0% | 90,242 | $9.9M |
| RedJay Asset Management Inc. | 2.31% | Add +112.3% | 90,000 | $9.8M |
| Caldwell Trust Co | 0.98% | Reduce -1.0% | 89,816 | $9.8M |
| Bright Financial Advisors, Inc. | 5.43% | Add +0.4% | 89,476 | $9.8M |
| Kingsview Wealth Management, LLC | 0.17% | Add +4.1% | 89,156 | $9.7M |
| IFP Advisors, Inc | 0.28% | Reduce -1.6% | 88,835 | $9.7M |
| Next Level Wealth Planning, LLC | 6.21% | Add +13.1% | 88,662 | $9.7M |
| Exchange Capital Management, Inc. | 1.45% | Reduce -3.1% | 88,647 | $9.7M |
| Rochester Wealth Strategies, LLC | 6.94% | Add +13.1% | 88,491 | $9.7M |
| Somnio Financial Group, LLC | 6.92% | — | 88,427 | $9.7M |
| Nations Financial Group Inc, /Ia/ | 0.66% | Add +4.0% | 88,421 | $9.7M |
| Shulman DeMeo Asset Management LLC | 2.39% | Reduce -1.5% | 88,420 | $9.7M |
| Bryant Woods Investment Advisors, LLC | 4.14% | Reduce -4.2% | 87,826 | $9.6M |
| Topel & Distasi Wealth Management, LLC | 5.00% | Add +0.7% | 87,353 | $9.5M |
| Fidelis Capital Partners, LLC | 0.87% | Reduce -5.0% | 85,812 | $9.5M |
| Summit Financial, LLC | 0.21% | Add +46.7% | 86,953 | $9.5M |
| Millennium Management | 0.01% | Add +64.8% | 86,715 | $9.5M |
| HighMark Wealth Management LLC | 4.63% | Add +1.7% | 86,738 | $9.5M |
| Howe & Rusling Inc. | 0.70% | Add +14.7% | 86,666 | $9.5M |
| Plan Group Financial, LLC | 3.10% | Reduce -11.1% | 86,318 | $9.4M |
| Equitable Trust Co. | 0.47% | Reduce -32.9% | 86,157 | $9.4M |
| SoundView Advisors Inc. | 3.47% | Add +3.1% | 86,117 | $9.4M |
| Pachira Investments Inc. | 7.10% | Reduce -4.4% | 85,939 | $9.4M |
| Mgo One Seven LLC | 0.30% | Reduce -11.2% | 85,918 | $9.4M |
| Parallel Advisors, LLC | 0.19% | Reduce -10.7% | 84,874 | $9.3M |
| IFS Advisors, LLC | 6.98% | Add +48.5% | 84,393 | $9.2M |
| Burke & Herbert Bank & Trust Co. | 2.06% | Reduce -0.4% | 84,314 | $9.2M |
| TCTC Holdings, LLC | 0.30% | Add +48.7% | 84,243 | $9.2M |
| Clifford Swan Investment Counsel LLC | 0.32% | Reduce -2.0% | 84,140 | $9.2M |
| Retirement Systems of Alabama | 0.03% | No change | 83,530 | $9.1M |
| Camden National Bank | 1.30% | Add +5.6% | 82,714 | $9.0M |
| Arkadios Wealth Advisors | 0.27% | Reduce -34.3% | 82,047 | $9.0M |
| Texas Yale Capital Corp. | 0.29% | Reduce -1.3% | 81,647 | $8.9M |
| First Citizens Bank & Trust Co. | 0.16% | Reduce -26.9% | 81,268 | $8.9M |
| Sylvest Advisors, LLC | 5.11% | Add +2.0% | 81,192 | $8.9M |
| Magnolia Wealth Management, LLC | 5.76% | Add +5.8% | 80,896 | $8.8M |
| Smith Chas P & Associates Pa Cpas | 0.50% | Add +0.6% | 80,706 | $8.8M |
| CCG Wealth Management, LLC | 4.65% | Add +7.3% | 80,704 | $8.8M |
| Ironwood Wealth Management, LLC. | 3.22% | Reduce -31.8% | 80,662 | $8.8M |
| Great Valley Advisor Group, Inc. | 0.20% | Reduce -15.8% | 80,584 | $8.8M |
| Pps&v Asset Management Consultants, Inc. | 5.50% | Add +8.8% | 79,802 | $8.7M |
| Ellis Investment Partners, LLC | 1.68% | Reduce -0.3% | 79,104 | $8.6M |
| F/m Investments LLC | 0.31% | Add +7.9% | 79,080 | $8.6M |
| Emergent Wealth Advisors, LLC | 5.50% | Add +3.2% | 77,694 | $8.6M |
| Dakota Wealth Management | 0.18% | Reduce -38.8% | 78,641 | $8.6M |
| Burkett Financial Services, LLC | 3.09% | Add +12.8% | 78,564 | $8.6M |
| Harbor Advisory Corp. | 2.73% | Add +3.8% | 78,537 | $8.6M |
| GHP Investment Advisors, Inc. | 0.38% | Reduce -0.6% | 78,469 | $8.6M |
| SVB Wealth LLC | 0.46% | New | 78,310 | $8.6M |
| Keel Point, LLC | 0.57% | Add +3.5% | 78,172 | $8.5M |
| Watts Gwilliam & Co., LLC | 1.40% | Reduce -1.1% | 70,757 | $8.5M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +49.5% | 77,601 | $8.5M |
| Tectonic Advisors LLC | 0.49% | Add +7.0% | 77,321 | $8.5M |
| Robertson Stephens Wealth Management, LLC | 0.29% | Add +6.0% | 77,295 | $8.4M |
| Kure Advisory, LLC | 5.59% | Add +12.6% | 77,185 | $8.4M |
| Flagship Harbor Advisors, LLC | 0.40% | Add +31.2% | 76,322 | $8.3M |
| Callan Family Office, LLC | 0.26% | Add +14.1% | 76,304 | $8.3M |
| Boston Research & Management Inc. | 1.99% | Add +3.1% | 76,260 | $8.3M |
| Legacy Trust | 2.04% | Add +3.0% | 76,196 | $8.3M |
| Corecam Pte. Ltd. | 4.65% | Reduce -34.7% | 75,600 | $8.3M |
| DAVENPORT & Co LLC | 0.05% | Add +4.3% | 75,410 | $8.2M |
| Burns J W & Co. Inc. | 1.00% | Add +9.3% | 75,345 | $8.2M |
| CENTRAL TRUST Co | 0.19% | Reduce -2.2% | 75,058 | $8.2M |
| Citizens National Bank Trust Department | 1.63% | Reduce -1.5% | 74,728 | $8.2M |
| Ellenbecker Investment Group | 1.32% | Reduce -4.6% | 74,590 | $8.2M |
| Benchmark Financial Wealth Advisors, LLC | 2.69% | Add +1.8% | 74,405 | $8.1M |
| Holland Advisory Services, Inc. | 11.83% | Add +18.7% | 74,144 | $8.1M |
| Rossmore Private Capital | 0.94% | Reduce -2.5% | 73,718 | $8.1M |
| Strategic Blueprint, LLC | 0.39% | Reduce -11.8% | 73,336 | $8.0M |
| Per Stirling Capital Management, LLC. | 1.04% | Reduce -17.6% | 73,235 | $8.0M |
| Canal Capital Management, LLC | 1.26% | Add +2.6% | 73,186 | $8.0M |
| Arcadia Investment Advisors LLC | 4.14% | Add +4.5% | 73,037 | $8.0M |
| Certuity, LLC | 0.75% | Add +0.4% | 72,718 | $7.9M |
| Geneos Wealth Management Inc. | 0.19% | Add +22.7% | 72,684 | $7.9M |
| Richwood Investment Advisors, LLC | 6.51% | Add +0.9% | 72,496 | $7.9M |
| Partnership Wealth Management, LLC | 6.38% | Reduce -10.9% | 72,076 | $7.9M |
| Alley Investment Management Company, LLC | 0.95% | Add +0.1% | 71,912 | $7.9M |
| Composition Wealth, LLC | 0.13% | Add +233.1% | 71,000 | $7.8M |
| Matrix Private Capital Group LLC | 4.56% | Reduce -10.7% | 70,935 | $7.8M |
| Premier Path Wealth Partners, LLC | 1.08% | Add +5.3% | 70,931 | $7.8M |
| Sherman Asset Management, Inc. | 6.85% | Reduce 0.0% | 72,877 | $7.7M |
| Nikulski Financial, Inc. | 2.11% | Reduce -6.7% | 70,589 | $7.7M |
| BostonPremier Wealth LLC | 4.26% | Add +1.2% | 70,298 | $7.7M |
| Sard Wealth Management Group, LLC | 4.72% | Add +3.2% | 70,116 | $7.7M |
| Uptown Financial Advisors LLC | 7.09% | Add +5.2% | 69,809 | $7.6M |
| Mascoma Wealth Management LLC | 1.77% | Add +0.4% | 69,622 | $7.6M |
| Vectors Research Management, LLC | 2.60% | Reduce -0.9% | 69,311 | $7.6M |
| Benjamin Edwards Inc. | 0.10% | Reduce -5.0% | 68,984 | $7.5M |
| Apella Capital, LLC | 0.20% | Reduce -6.6% | 67,682 | $7.5M |
| Peak Financial Management, Inc. | 2.14% | Add +1.5% | 68,803 | $7.5M |
| Capital Investment Advisory Services, LLC | 0.62% | Reduce -3.3% | 68,795 | $7.5M |
| RFG Advisory, LLC | 0.17% | Reduce -5.0% | 68,083 | $7.4M |
| SPC Financial, Inc. | 0.62% | Add +11.4% | 68,062 | $7.4M |
| KMG Fiduciary Partners, LLC | 0.55% | Add +5.7% | 67,967 | $7.4M |
| Meridian Financial Advisors, LLC | 4.79% | Reduce -0.3% | 67,805 | $7.4M |
| Hiley Hunt Wealth Management | 3.74% | Add +3.6% | 66,618 | $7.4M |
| Aristotle Capital Boston, LLC | 0.38% | Add +49.3% | 67,561 | $7.4M |
| MTC Wealth Management LLC | 3.53% | Reduce -2.1% | 67,278 | $7.4M |
| Susquehanna International Group, LLP | 0.01% | Add +203.6% | 66,704 | $7.3M |
| Evernest Financial Advisors, LLC | 2.35% | Reduce -31.3% | 66,308 | $7.2M |
| SkyOak Wealth, LLC | 1.45% | Reduce -0.6% | 66,027 | $7.2M |
| Dorsey & Whitney Trust CO LLC | 0.38% | Reduce -8.8% | 65,532 | $7.2M |
| Prospera Financial Services Inc | 0.13% | Reduce -17.0% | 65,443 | $7.2M |
| Naples Global Advisors, LLC | 0.61% | Add +12.1% | 65,120 | $7.1M |
| American Money Management, LLC | 1.25% | Add +2.1% | 64,923 | $7.1M |
| Soltis Investment Advisors LLC | 0.56% | Add +0.1% | 64,901 | $7.1M |
| CX Institutional | 0.25% | Add +16.4% | 64,525 | $7.1M |
| Buck Wealth Strategies, LLC | 1.07% | Reduce -11.8% | 64,448 | $7.0M |
| Triangle Securities Wealth Management | 1.73% | Add +1.4% | 64,436 | $7.0M |
| Capitol Family Office, Inc. | 9.13% | Add +0.1% | 64,085 | $7.0M |
| Landmark Wealth Management, LLC | 2.97% | Add +3.1% | 63,878 | $7.0M |
| Serenus Wealth Advisors, LLC | 1.19% | Reduce -23.2% | 63,857 | $7.0M |
| Bell Investment Advisors, Inc | 1.20% | Reduce -5.3% | 63,829 | $7.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.20% | Reduce -47.6% | 63,646 | $7.0M |
| May Hill Capital, LLC | 2.29% | Reduce -1.2% | 63,598 | $7.0M |
| TKG Advisors, LLC | 3.11% | Add +7.2% | 63,570 | $6.9M |
| HBK Sorce Advisory LLC | 0.19% | Reduce -2.3% | 63,547 | $6.9M |
| Pacific Financial Group Inc. | 5.39% | Reduce -6.6% | 63,128 | $6.9M |
| Moody National Bank Trust Division | 0.63% | No change | 63,104 | $6.9M |
| White Pine Investment CO | 1.71% | Reduce -1.7% | 62,714 | $6.9M |
| One Capital Management, LLC | 0.24% | Add +2.1% | 62,685 | $6.9M |
| Allen Investment Management, LLC | 0.07% | No change | 62,583 | $6.8M |
| Integrated Advisors Network LLC | 0.31% | Reduce -1.2% | 61,989 | $6.8M |
| Associated Banc-Corp | 0.19% | Reduce -2.5% | 61,772 | $6.8M |
| Choate Investment Advisors | 0.15% | Reduce -86.4% | 61,644 | $6.7M |
| Americana Partners, LLC | 0.23% | Add +2.6% | 61,512 | $6.7M |
| SummitTX Capital, L.P. | 0.30% | New | 61,446 | $6.7M |
| Cumberland Advisors Inc. | 2.82% | Reduce -9.2% | 61,370 | $6.7M |
| Bank of Hawaii | 0.35% | Reduce -30.9% | 61,075 | $6.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.44% | Add +4.2% | 60,965 | $6.7M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -1.3% | 60,835 | $6.6M |
| TD Waterhouse Canada Inc. | 0.05% | Add +10.2% | 59,839 | $6.6M |
| New World Advisors LLC | 1.41% | Add +0.4% | 60,560 | $6.6M |
| Cordgrass Capital Advisors, LLC | 1.77% | Reduce -0.6% | 60,074 | $6.6M |
| Aristides Capital LLC | 2.09% | No change | 60,000 | $6.6M |
| Counterweight Ventures, LLC | 4.27% | Add +2.3% | 59,818 | $6.5M |
| Provident Wealth Management, LLC | 2.12% | Add +0.8% | 59,434 | $6.5M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -50.2% | 59,256 | $6.5M |
| Performa Ltd (US), LLC | 1.95% | Add +13.1% | 59,150 | $6.5M |
| Boston Family Office LLC | 0.43% | Reduce -0.7% | 59,023 | $6.5M |
| Accretive Wealth Partners, LLC | 2.11% | Add +1.4% | 58,867 | $6.4M |
| Park Capital Management, LLC / WI | 5.93% | Add +2.5% | 58,620 | $6.4M |
| Johnson Financial Group, Inc. | 0.29% | Add +42.5% | 58,508 | $6.4M |
| Empower Advisory Group, LLC | 0.02% | Reduce -70.5% | 58,422 | $6.4M |
| Sunbelt Securities, Inc. | 0.56% | Add +6.3% | 55,208 | $6.4M |
| CFS Investment Advisory Services, LLC | 0.52% | Reduce -0.1% | 58,189 | $6.4M |
| Cozad Asset Management Inc. | 0.55% | Reduce -4.5% | 58,056 | $6.3M |
| Atria Investments, Inc | 0.07% | Reduce -4.7% | 57,647 | $6.3M |
| Bigelow Investment Advisors, LLC | 2.76% | Add +5.9% | 57,291 | $6.3M |
| Ballew Advisors, Inc | 3.71% | Add +3.1% | 55,210 | $6.2M |
| Meridian Wealth Management, LLC | 0.27% | Reduce -2.4% | 57,040 | $6.2M |
| Etesian Wealth Advisors, Inc. | 2.32% | Reduce -17.4% | 56,986 | $6.2M |
| Arkansas Financial Group, Inc. | 0.97% | Reduce -3.2% | 56,971 | $6.2M |
| Citizens Business Bank | 1.21% | Reduce -8.2% | 56,805 | $6.2M |
| Boltwood Capital Management | 1.75% | Reduce -0.4% | 56,411 | $6.2M |
| First National Bank of Hutchinson | 3.83% | Reduce -1.4% | 56,386 | $6.2M |
| Beese Fulmer Investment Management, Inc. | 0.46% | New | 55,970 | $6.1M |
| Global Wealth Management Investment Advisory, Inc. | 1.14% | Reduce -23.4% | 55,786 | $6.1M |
| Stephenson & Company, Inc. | 3.70% | Add +5.9% | 55,725 | $6.1M |
| Csenge Advisory Group | 0.32% | Add +17.7% | 57,703 | $6.1M |
| Hills Bank & Trust Co | 0.38% | Reduce -6.3% | 55,612 | $6.1M |
| Hopwood Financial Services, Inc. | 4.75% | Add +3.0% | 55,540 | $6.1M |
| LYNX Capital Group Ltd. | 2.93% | Reduce -0.8% | 55,481 | $6.1M |
| Lynch & Associates | 1.22% | Add +0.5% | 55,404 | $6.1M |
| FDx Advisors, Inc. | 1.85% | Add +3.5% | 55,382 | $6.1M |
| Florida Trust Wealth Management Co | 0.19% | Add +8.0% | 55,334 | $6.0M |
| Paragon Private Wealth Management, LLC | 2.41% | Add +24.0% | 55,253 | $6.0M |
| Smithbridge Asset Management Inc. | 1.05% | Add +91.8% | 55,167 | $6.0M |
| Atlas Legacy Advisors, LLC | 1.33% | Reduce -14.0% | 55,165 | $6.0M |
| Cornerstone Wealth Group, LLC | 0.45% | Reduce -8.5% | 55,072 | $6.0M |
| Matrix Asset Advisors Inc. | 0.61% | Add +12.6% | 54,818 | $6.0M |
| Certified Advisory Corp | 0.62% | Reduce -3.8% | 54,753 | $6.0M |
| Muirfield Wealth Advisors LLC | 4.75% | Add +8.3% | 54,589 | $6.0M |
| Enclave Advisors LLC | 0.96% | Reduce -15.7% | 54,488 | $6.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.38% | Add +2.5% | 54,392 | $5.9M |
| Aft, Forsyth & Sober, LLC | 2.00% | No change | 54,275 | $5.9M |
| Stephens Inc. | 0.08% | Reduce -0.4% | 54,183 | $5.9M |
| Mayflower Financial Advisors, LLC | 0.82% | Add +0.9% | 54,164 | $5.9M |
| Latko Wealth Management, Ltd. | 3.33% | Add +9.5% | 54,125 | $5.9M |
| Ironsides Asset Advisors, LLC | 1.71% | Reduce -0.1% | 54,065 | $5.9M |
| Telos Capital Management, Inc. | 0.60% | Add +3.6% | 53,835 | $5.9M |
| Montag A & Associates Inc. | 0.28% | Reduce -66.3% | 52,877 | $5.8M |
| Legacy Private Trust Co. | 0.37% | Reduce -8.4% | 52,828 | $5.8M |
| Phillips Financial Management, LLC | 0.42% | Reduce -2.0% | 52,749 | $5.8M |
| Noesis Capital Mangement Corp. | 1.00% | Reduce -19.7% | 52,473 | $5.7M |
| NTV Asset Management LLC | 0.68% | Add +2.3% | 52,403 | $5.7M |
| Planning Directions Inc. | 3.22% | Add +6.3% | 52,289 | $5.7M |
| Beirne Wealth Consulting Services, LLC | 1.85% | Add +75.9% | 52,216 | $5.7M |
| Independent Financial Group, LLC | 0.16% | Reduce -7.8% | 52,108 | $5.7M |
| Parthenon LLC | 0.65% | Add +1.3% | 52,007 | $5.7M |
| Elevation Wealth Partners, LLC | 2.24% | Reduce -7.1% | 51,997 | $5.7M |
| Garde Capital, Inc. | 0.30% | Add +1.9% | 51,872 | $5.7M |
| Commerce Bank | 0.03% | Reduce -5.5% | 51,743 | $5.7M |
| Nwam LLC | 0.33% | Reduce -9.6% | 51,439 | $5.6M |
| Sound Stewardship, LLC | 2.91% | Add +15.3% | 51,572 | $5.6M |
| 1900 Wealth Management LLC | 0.43% | Add +0.2% | 51,474 | $5.6M |
| Sowell Financial Services LLC | 0.23% | Reduce -13.2% | 51,054 | $5.6M |
| Romano Brothers and Company | 0.69% | Reduce -4.5% | 50,740 | $5.5M |
| McAdam, LLC | 0.30% | Add +12.9% | 50,689 | $5.5M |
| McNamara Financial Services, Inc. | 1.09% | Add +12.2% | 50,456 | $5.5M |
| MJT & Associates Financial Advisory Group, Inc. | 6.84% | Add +3.3% | 50,435 | $5.5M |
| TD Asset Management Inc | 0.00% | Add +3.1% | 50,208 | $5.5M |
| Factor Wealth Management LTD | 1.50% | Add +21.4% | 50,112 | $5.5M |
| City Holding Co. | 0.71% | Add +2.8% | 49,403 | $5.4M |
| Country Club Bank | 0.34% | Add +2.0% | 49,169 | $5.4M |
| Aspect Partners, LLC | 2.65% | Add +7.2% | 49,150 | $5.4M |
| Simplicity Wealth,LLC | 0.22% | Reduce -2.7% | 48,987 | $5.4M |
| G&S Capital LLC | 2.12% | Add +3.2% | 48,932 | $5.3M |
| Element Wealth, LLC | 2.46% | Reduce -2.9% | 48,843 | $5.3M |
| Carnegie Investment Counsel | 0.11% | Reduce -4.4% | 48,805 | $5.3M |
| Aspiriant, LLC | 0.17% | Add +44.3% | 48,781 | $5.3M |
| ERn Financial, LLC | 1.12% | Reduce -2.6% | 48,769 | $5.3M |
| Spire Wealth Management | 0.19% | Reduce -27.9% | 49,402 | $5.3M |
| Mandatum Life Insurance Co Ltd | 1.40% | No change | 48,720 | $5.3M |
| Afg Fiduciary Services Limited Partnership | 3.40% | Add +8.7% | 47,613 | $5.3M |
| KPP Advisory Services LLC | 0.87% | Reduce -0.2% | 48,088 | $5.3M |
| Melone Private Wealth, LLC | 2.68% | Add +4.3% | 47,809 | $5.2M |
| Independent Solutions Wealth Management, LLC | 1.02% | Add +1.4% | 47,785 | $5.2M |
| Coign Capital Advisors LLC | 3.53% | Add +12.3% | 47,738 | $5.2M |
| Western Wealth Management, LLC | 0.31% | Reduce -2.2% | 47,281 | $5.2M |
| Vantage Financial Partners, LLC | 1.19% | Reduce -53.1% | 47,117 | $5.1M |
| Elyxium Wealth, LLC | 1.93% | Reduce -2.7% | 47,075 | $5.1M |
| Graybill Wealth Management, LTD. | 1.68% | Add +0.6% | 47,074 | $5.1M |
| Private Trust Co. NA | 0.49% | Add +1.0% | 46,722 | $5.1M |
| Lee Financial Co | 0.73% | Add +3.2% | 46,494 | $5.1M |
| First Hawaiian Bank | 0.69% | Reduce -6.3% | 46,413 | $5.1M |
| CPC Advisors, LLC | 0.64% | Reduce -12.1% | 46,345 | $5.1M |
| Alliance Wealth Management Group | 1.28% | Add +8.3% | 46,078 | $5.0M |
| AtlasMark Financial, Inc | 3.83% | Add +0.9% | 46,037 | $5.0M |
| Orin Green Financial, LLC | 2.12% | Reduce -0.1% | 45,920 | $5.0M |
| Tritonpoint Wealth, LLC | 0.46% | Reduce -9.1% | 45,882 | $5.0M |
| SlateStone Wealth, LLC | 0.47% | Add +0.7% | 45,845 | $5.0M |
| Pettyjohn, Wood & White, Inc. | 0.89% | Reduce -3.5% | 45,433 | $5.0M |
| Anb Bank | 2.22% | Reduce -4.3% | 45,281 | $4.9M |
| Bellwether Advisors, LLC | 0.84% | Reduce -0.5% | 45,238 | $4.9M |
| Strategic Financial Partners, Ltd. | 2.29% | Reduce -29.9% | 45,048 | $4.9M |
| Columbus Macro, LLC | 0.60% | Add +3.5% | 44,971 | $4.9M |
| Aspetuck Financial Management LLC | 3.70% | Reduce -0.7% | 44,919 | $4.9M |
| Snowden Capital Advisors LLC | 0.14% | Reduce -14.7% | 44,444 | $4.9M |
| Resolute Advisors LLC | 1.21% | Reduce -20.5% | 44,415 | $4.9M |
| SG Americas Securities, LLC | 0.02% | Reduce -17.3% | 44,366 | $4.8M |
| Capital Advantage, Inc. | 0.77% | Reduce -66.2% | 44,352 | $4.8M |
| MidAtlantic Capital Management, Inc. | 3.42% | Reduce -6.5% | 44,065 | $4.8M |
| Foundations Investment Advisors, LLC | 0.08% | Add +80.3% | 43,880 | $4.8M |
| Middleton & Co. Inc. | 0.54% | Reduce -3.3% | 43,730 | $4.8M |
| Wedmont Private Capital | 0.20% | Reduce -3.0% | 42,130 | $4.8M |
| Curat Global, LLC | 4.54% | Reduce -3.5% | 43,540 | $4.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.33% | Reduce -0.9% | 43,313 | $4.7M |
| Eldridge Investment Advisors, Inc. | 0.99% | Reduce -0.7% | 43,243 | $4.7M |
| Brookstone Capital Management | 0.06% | Reduce -51.1% | 43,135 | $4.7M |
| Roehl & Yi Investment Advisors, LLC | 2.41% | Reduce -2.6% | 43,063 | $4.7M |
| Ameritas Investment Partners, Inc. | 0.15% | Add +1.1% | 42,922 | $4.7M |
| Drive Wealth Management, LLC | 1.03% | Add +7.1% | 42,810 | $4.7M |
| Verde Capital Management | 1.15% | Reduce -3.8% | 42,765 | $4.7M |
| Vista Investment Management | 1.73% | Add +0.5% | 42,735 | $4.7M |
| CreativeOne Wealth, LLC | 0.12% | Add +67.6% | 42,670 | $4.7M |
| Mason Street Advisors, LLC | 0.54% | Reduce -17.4% | 42,600 | $4.7M |
| Mather Group, Llc. | 0.05% | Reduce -6.6% | 42,356 | $4.6M |
| Roble, Belko & Company, Inc | 0.67% | Reduce -38.6% | 42,331 | $4.6M |
| Leo Wealth, LLC | 0.36% | Add +12.4% | 42,288 | $4.6M |
| Sterling Investment Counsel, LLC | 2.70% | Reduce -29.8% | 42,129 | $4.6M |
| Hi-Line Capital Management, LLC | 1.63% | Add +14.2% | 42,097 | $4.6M |
| MRP Capital Investments, LLC | 3.17% | Add +1.5% | 42,093 | $4.6M |
| Causey Wealth LLC | 2.36% | Add +4.4% | 42,092 | $4.6M |
| SageView Advisory Group, LLC | 0.17% | Reduce -7.5% | 40,734 | $4.6M |
| MSH Capital Advisors LLC | 1.32% | Reduce -3.0% | 42,032 | $4.6M |
| Crestmont Private Wealth LLC | 1.66% | Reduce -2.1% | 42,015 | $4.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -21.7% | 41,937 | $4.6M |
| Sachetta, LLC | 1.81% | Reduce -1.3% | 41,867 | $4.6M |
| Centennial Bank | 1.91% | Add +2.1% | 41,701 | $4.6M |
| Solidarity Wealth, LLC | 1.07% | Add +6.2% | 41,657 | $4.6M |
| Sei Investments Co. | 0.01% | Add +16.2% | 41,349 | $4.5M |
| Annex Advisory Services, LLC | 0.11% | Reduce -13.4% | 41,051 | $4.5M |
| Private Advisory Group LLC | 0.42% | Reduce -33.0% | 41,038 | $4.5M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2.33% | No change | 41,000 | $4.5M |
| Avior Wealth Management, LLC | 0.15% | Reduce -18.5% | 40,972 | $4.5M |
| Kanawha Capital Management LLC | 0.33% | Reduce -2.5% | 40,893 | $4.5M |
| Ewa, LLC | 1.41% | Add +10.6% | 40,868 | $4.5M |
| Betterment LLC | 0.01% | Reduce -19.9% | 40,584 | $4.4M |
| Kentucky Farm Bureau Mutual Insurance Co | 0.93% | No change | 40,000 | $4.4M |
| Mechanics Financial Corp | 1.86% | Reduce -3.3% | 39,991 | $4.4M |
| VestGen Advisors, LLC | 0.17% | Reduce -8.8% | 39,835 | $4.4M |
| PKO Investment Management Joint-Stock Co | 0.47% | Reduce -20.1% | 39,786 | $4.3M |
| Greenfield Savings Bank | 1.97% | Add +3.7% | 39,773 | $4.3M |
| Quantinno Capital Management LP | 0.02% | Add +3.5% | 39,492 | $4.3M |
| Peoples Bank | 2.65% | Reduce -9.1% | 39,174 | $4.3M |
| Sandbox Financial Partners, LLC | 1.35% | Add +1924.3% | 39,171 | $4.3M |
| Consolidated Portfolio Review Corp | 0.59% | Reduce -4.3% | 39,141 | $4.3M |
| RFP Financial Group LLC | 1.77% | Add +10.2% | 39,121 | $4.3M |
| Campion Asset Management | 3.20% | Add +4.7% | 39,006 | $4.3M |
| Silver Oak Securities, Incorporated | 0.35% | Reduce -8.1% | 38,998 | $4.3M |
| Wescott Financial Advisory Group, LLC | 0.41% | Add +1.9% | 38,853 | $4.2M |
| Heritage Investors Management Corp. | 0.13% | Add +2.4% | 38,837 | $4.2M |
| Boyd Wealth Management, LLC | 1.84% | Reduce -2.1% | 38,819 | $4.2M |
| National Bank of Canada | 0.00% | Reduce -6.7% | 38,291 | $4.2M |
| Savvy Advisors, Inc. | 0.28% | Add +12.3% | 38,276 | $4.2M |
| Sheets Smith Wealth Management | 0.49% | Add +1.3% | 38,156 | $4.2M |
| Compound Planning, Inc. | 0.16% | Add +37.7% | 38,121 | $4.2M |
| Glassy Mountain Advisors, Inc. | 1.34% | New | 37,983 | $4.2M |
| Next Capital Management LLC | 1.53% | Add +8.8% | 37,949 | $4.1M |
| Madison Park Capital Advisors, LLC | 3.48% | Reduce -8.8% | 37,840 | $4.1M |
| Greenup Street Wealth Management LLC | 0.72% | Add +4.7% | 37,763 | $4.1M |
| Good Life Advisors, LLC | 0.26% | Reduce -32.6% | 37,761 | $4.1M |
| Valley National Advisers Inc. | 0.67% | Reduce -13.8% | 37,703 | $4.1M |
| Carl P. Sherr & Co., LLC | 2.08% | Add +3.8% | 37,689 | $4.1M |
| Leavell Investment Management, Inc. | 0.18% | Reduce -11.3% | 37,482 | $4.1M |
| Diversified Trust Co. | 0.09% | Add +35.9% | 37,414 | $4.1M |
| Walkner Condon Financial Advisors LLC | 0.75% | Add +15.5% | 37,417 | $4.1M |
| Mutual Advisors, LLC | 0.10% | Add +9.4% | 36,172 | $4.1M |
| Urban Financial Advisory Corp | 2.05% | Add +2.6% | 37,362 | $4.1M |
| Spinnaker Trust | 0.25% | Add +0.5% | 37,342 | $4.1M |
| Elevation Point Wealth Partners, LLC | 0.32% | Reduce -7.0% | 37,278 | $4.1M |
| Hilltop Holdings Inc. | 0.26% | Add +4.9% | 37,257 | $4.1M |
| WBH Advisory Inc. | 0.34% | Add +4.7% | 36,928 | $4.0M |
| Midwest Financial Group LLC | 2.12% | Add +0.1% | 36,881 | $4.0M |
| Sage Mountain Advisors LLC | 0.26% | Reduce -9.1% | 36,753 | $4.0M |
| Wesbanco Bank Inc. | 0.12% | Add +12.5% | 36,694 | $4.0M |
| Palisade Asset Management, LLC | 0.40% | Add +4.8% | 36,583 | $4.0M |
| Evercore Wealth Management, LLC | 0.06% | Reduce -0.2% | 36,565 | $4.0M |
| Journey Beyond Wealth, LLC | 3.35% | Reduce -1.6% | 36,368 | $4.0M |
| Coastal Bridge Advisors, LLC | 0.33% | New | 36,277 | $4.0M |
| Gateway Wealth Partners, LLC | 0.75% | Reduce -4.4% | 36,259 | $4.0M |
| Greykasell Wealth Strategies, Inc. | 1.90% | Reduce -1.4% | 36,246 | $4.0M |
| Colonial Trust Advisors | 0.33% | Reduce -14.7% | 36,236 | $4.0M |
| IMA Advisory Services, Inc. | 0.42% | Reduce -56.0% | 36,179 | $4.0M |
| Lee, Kelleher & Klein Wealth Management | 2.63% | Add +5.8% | 36,166 | $4.0M |
| Lakeshore Financial Planning, Inc. | 1.58% | Add +0.5% | 36,078 | $3.9M |
| Perennial Investment Advisors, LLC | 0.38% | Reduce -2.0% | 36,061 | $3.9M |
| Lee Danner & Bass Inc. | 0.31% | Reduce -0.3% | 36,049 | $3.9M |
| Emerald Advisors, LLC | 0.50% | Add +5.9% | 35,868 | $3.9M |
| Level Four Advisory Services, LLC | 0.14% | Add +23.9% | 35,845 | $3.9M |
| Fortitude Family Office, LLC | 1.29% | Reduce -32.3% | 35,800 | $3.9M |
| Flputnam Investment Management Co. | 0.07% | Reduce -90.4% | 35,755 | $3.9M |
| Birchbrook, Inc. | 2.09% | Add +2.5% | 35,643 | $3.9M |
| Old Mission Investment Co LLC | 1.07% | Reduce -3.2% | 35,639 | $3.9M |
| Wela Strategies, Inc. | 1.53% | Add +4.2% | 35,510 | $3.9M |
| Precision Wealth Strategies, LLC | 1.26% | New | 35,433 | $3.9M |
| Wolff Wiese Magana LLC | 2.39% | Add +0.8% | 35,326 | $3.9M |
| Focus Financial Network, Inc. | 0.15% | Reduce -5.7% | 35,317 | $3.9M |
| Parsons Capital Management Inc. | 0.24% | Reduce -1.6% | 35,221 | $3.8M |
| LaSalle St. Investment Advisors, LLC | 1.05% | Reduce -8.1% | 35,117 | $3.8M |
| Windsor Capital Management, LLC | 1.12% | Reduce -1.8% | 35,085 | $3.8M |
| National Philanthropic Trust | 0.05% | Add +3.8% | 35,068 | $3.8M |
| Fourpath Capital Management, LLC | 0.60% | Reduce -1.4% | 35,066 | $3.8M |
| Sterling Investment Advisors LLC | 1.99% | Add +23.4% | 42,941 | $3.8M |
| Summit Place Financial Advisors, LLC | 1.93% | Add +3.4% | 35,013 | $3.8M |
| Magnolia Capital Advisors LLC | 0.96% | Add +29.4% | 34,992 | $3.8M |
| Conquis Financial LLC | 3.70% | Reduce -1.4% | 34,903 | $3.8M |
| Variant Private Wealth, LLC | 3.95% | Reduce -25.6% | 34,851 | $3.8M |
| Stone Summit Wealth LLC | 1.18% | Reduce -12.4% | 34,838 | $3.8M |
| Wick Capital Partners, LLC | 0.99% | Reduce -91.5% | 3,383 | $3.8M |
| Wedbush Securities Inc. | 0.13% | Reduce -9.8% | 34,671 | $3.8M |
| Donaldson Capital Management, LLC | 0.14% | Reduce -14.9% | 34,586 | $3.8M |
| Adirondack Trust Co. | 1.37% | Reduce -3.0% | 34,581 | $3.8M |
| HM Payson & Co. | 0.06% | Reduce -25.7% | 34,527 | $3.8M |
| Arrowroot Family Office, LLC | 1.69% | — | 34,443 | $3.8M |
| Waldron Private Wealth LLC | 0.16% | Reduce -0.4% | 34,413 | $3.8M |
| Magnolia Capital Management Ltd. | 2.99% | Reduce -6.8% | 34,281 | $3.7M |
| Cape Ann Savings Bank | 2.24% | Reduce -10.6% | 34,252 | $3.7M |
| Transcendent Capital Group LLC | 1.91% | Add +1.3% | 34,072 | $3.7M |
| Canopy Partners, LLC | 1.37% | Reduce -1.1% | 34,057 | $3.7M |
| Bay Capital Advisors, LLC | 2.84% | Reduce -31.2% | 34,041 | $3.7M |
| Baron Financial Group, LLC | 2.18% | Reduce -2.1% | 33,944 | $3.7M |
| Trustmark Bank Trust Department | 0.26% | Reduce -1.0% | 33,785 | $3.7M |
| PFG Private Wealth Management, LLC | 1.89% | Add +0.3% | 33,607 | $3.7M |
| Nepc LLC | 0.09% | Reduce -0.0% | 33,528 | $3.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.33% | Add +3.9% | 32,779 | $3.7M |
| STAR Financial Bank | 2.30% | Add +17.4% | 33,194 | $3.6M |
| Meeder Advisory Services, Inc. | 0.19% | Add +4.1% | 33,130 | $3.6M |
| Blue Square Asset Management, LLC | 1.69% | Reduce -66.5% | 33,117 | $3.6M |
| Brighton Jones LLC | 0.10% | Add +6.2% | 33,046 | $3.6M |
| Quad-Cities Investment Group, LLC | 1.64% | Reduce -1.2% | 33,023 | $3.6M |
| Shepherd Kaplan Krochuk, LLC | 3.13% | Add +12.7% | 33,015 | $3.6M |
| Alpha Financial Partners LLC | 2.59% | Reduce -1.6% | 32,945 | $3.6M |
| United Bank | 1.37% | Add +4.8% | 32,876 | $3.6M |
| Family Firm, Inc. | 0.87% | Add +3.5% | 32,851 | $3.6M |
| Colonial Trust Co / SC | 0.52% | Reduce -6.6% | 32,851 | $3.6M |
| Fortress Financial Group, LLC | 3.04% | Add +85.7% | 32,845 | $3.6M |
| Vickerman Investment Advisors, Inc. | 0.77% | Add +3.5% | 32,822 | $3.6M |
| Garrison Point Advisors, LLC | 1.65% | Reduce -1.3% | 32,791 | $3.6M |
| St Germain D J Co. Inc. | 0.15% | Reduce -73.6% | 32,735 | $3.6M |
| Koesten, Hirschmann & Crabtree, INC. | 1.84% | Add +33.6% | 32,591 | $3.6M |
| Syntax Research, Inc. | 2.52% | Reduce -1.2% | 32,460 | $3.5M |
| Affiance Financial, LLC | 0.72% | Add +5.7% | 32,389 | $3.5M |
| Corundum Trust Company, INC | 9.32% | Reduce -3.0% | 32,298 | $3.5M |
| Grant Street Asset Management, Inc. | 0.80% | Add +12.3% | 32,238 | $3.5M |
| AMG National Trust Bank | 0.09% | Reduce -1.7% | 32,111 | $3.5M |
| Transcend Capital Advisors, LLC | 0.27% | Add +4.1% | 32,073 | $3.5M |
| First Western Trust Bank | 0.16% | Add +0.2% | 32,045 | $3.5M |
| Newton One Investments LLC | 1.10% | Add +10.4% | 31,988 | $3.5M |
| PrairieView Partners, LLC | 0.34% | Reduce -2.0% | 31,984 | $3.5M |
| Live Oak Investment Partners | 2.68% | Reduce -0.4% | 31,927 | $3.5M |
| Future Fund LLC | 1.56% | New | 31,894 | $3.5M |
| Abundance Wealth Counselors | 0.65% | Reduce -6.4% | 31,728 | $3.5M |
| Lanark Financial, Inc. | 0.28% | Add +17.0% | 31,726 | $3.5M |
| Sage Advisory Services, Ltd.Co. | 1.89% | Add +6.9% | 31,691 | $3.5M |
| Beaumont Financial Advisors, LLC | 0.25% | Reduce -1.0% | 31,524 | $3.4M |
| Biltmore Family Office, LLC | 0.58% | Reduce -0.7% | 31,283 | $3.4M |
| CoreFirst Bank & Trust | 1.92% | Add +4.5% | 31,131 | $3.4M |
| Hubbell Strickland Wealth Management, LLC | 1.50% | Reduce -9.0% | 31,118 | $3.4M |
| Sebold Capital Management, Inc. | 2.08% | Reduce -1.0% | 30,922 | $3.4M |
| Delta Wealth Advisors LLC | 2.80% | Add +0.8% | 30,541 | $3.3M |
| PCA Investment Advisory Services Inc. | 1.40% | Add +6.1% | 30,461 | $3.3M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +29.2% | 30,458 | $3.3M |
| Verus Wealth Management, LLC | 3.33% | Reduce -9.0% | 30,342 | $3.3M |
| Jane Street Group, LLC | 0.01% | Reduce -84.2% | 30,298 | $3.3M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Reduce -31.8% | 30,246 | $3.3M |
| Capital Planning LLC | 1.04% | Add +5.1% | 30,204 | $3.3M |
| WealthCare Investment Partners, LLC | 1.19% | Add +7.5% | 29,191 | $3.3M |
| Quantbot Technologies LP | 0.08% | New | 30,159 | $3.3M |
| Madden Advisory Services, Inc. | 1.40% | Add +1.2% | 30,106 | $3.3M |
| Astoria Strategic Wealth, Inc. | 0.89% | Reduce -26.5% | 29,985 | $3.3M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Reduce -0.2% | 29,981 | $3.3M |
| First Manhattan Co. Llc. | 0.01% | Add +0.9% | 29,947 | $3.3M |
| Physician Wealth Advisors, Inc. | 0.51% | Reduce -1.4% | 29,903 | $3.3M |
| Freedom Investment Management, Inc. | 0.26% | Reduce -23.8% | 29,847 | $3.3M |
| Eley Financial Management, Inc | 1.25% | Add +2.4% | 29,753 | $3.3M |
| New Hampshire Trust | 0.68% | Reduce -1.2% | 29,654 | $3.2M |
| Summit Wealth Partners, LLC | 0.62% | Reduce -6.4% | 29,569 | $3.2M |
| Barclays PLC | 0.00% | Reduce -60.2% | 29,410 | $3.2M |
| GC Wealth Management RIA, LLC | 0.26% | Reduce -41.1% | 29,375 | $3.2M |
| FAS Wealth Partners, Inc. | 0.24% | Reduce -3.3% | 29,312 | $3.2M |
| John W. Brooker & Co., CPAs | 7.46% | Reduce -75.4% | 27,899 | $3.2M |
| Stratos Wealth Advisors, LLC | 0.17% | Add +1.2% | 29,079 | $3.2M |
| Koshinski Asset Management, Inc. | 0.24% | Reduce -4.6% | 29,029 | $3.2M |
| SOA Wealth Advisors, LLC. | 0.58% | Reduce -5.0% | 28,900 | $3.2M |
| Asset Management Group, Inc. | 0.55% | Reduce -2.4% | 28,886 | $3.2M |
| Kagan Cocozza Asset Management | 2.42% | Add +13.3% | 28,828 | $3.2M |
| Jaffetilchin Investment Partners, LLC | 0.21% | Add +3.0% | 28,775 | $3.1M |
| Keebeck Wealth Management | 0.41% | Reduce -1.0% | 28,694 | $3.1M |
| Park Place Capital Corp | 0.71% | Add +40.2% | 28,053 | $3.1M |
| Aft, Forsyth & Company, Inc. | 1.59% | Reduce -1.7% | 28,440 | $3.1M |
| Optima Capital LLC | 1.67% | Add +7.3% | 28,400 | $3.1M |
| Vanguard Group Inc. | 0.00% | Reduce -1.5% | 28,337 | $3.1M |
| DBK Financial Counsel, LLC | 2.80% | Reduce -1.9% | 28,303 | $3.1M |
| Viewpoint Capital Management LLC | 1.52% | No change | 28,269 | $3.1M |
| Wilshire Advisors LLC | 27.80% | Add +0.7% | 28,120 | $3.1M |
| Granite FO LLC | 1.74% | Add +13.4% | 28,035 | $3.1M |
| Steigerwald, Gordon & Koch Inc. | 0.32% | Add +2.4% | 27,931 | $3.1M |
| Retirement Planning Group, LLC | 0.13% | Reduce -6.9% | 27,904 | $3.0M |
| Essex Financial Services, Inc. | 0.20% | Reduce -9.0% | 27,801 | $3.0M |
| Wiser Wealth Management, Inc | 0.76% | Add +13.8% | 27,778 | $3.0M |
| Pennsylvania Capital Management Inc. | 0.97% | Reduce -5.0% | 27,586 | $3.0M |
| Post Resch Tallon Group Inc. | 2.91% | Reduce -0.3% | 27,515 | $3.0M |
| Jacobi Capital Management LLC | 0.20% | Add +6.4% | 27,479 | $3.0M |
| Tilson Financial Group, Inc. | 1.13% | Add +47.3% | 27,464 | $3.0M |
| Olistico Wealth, LLC | 1.67% | Add +13.6% | 27,452 | $3.0M |
| Heritage Wealth Management, Inc./Texas | 1.49% | Reduce -5.8% | 27,407 | $3.0M |
| LVZ, Inc. | 0.36% | Add +147.2% | 27,370 | $3.0M |
| Gryphon Financial Partners LLC | 0.39% | Add +6.8% | 27,357 | $3.0M |
| Dunhill Financial, LLC | 0.86% | Add +725.1% | 27,293 | $3.0M |
| Charles Schwab Trust Co | 0.22% | Add +0.0% | 27,220 | $3.0M |
| 360 Financial, Inc. | 0.94% | Add +8.1% | 27,175 | $3.0M |
| Union Savings Bank | 1.36% | Add +2.6% | 26,892 | $3.0M |
| Wealthquest Corp | 0.23% | Reduce -4.8% | 27,079 | $3.0M |
| YANKCOM Partnership | 1.45% | Add +2.1% | 27,071 | $3.0M |
| Well Done, LLC | 0.55% | Reduce -12.4% | 27,005 | $3.0M |
| Goldstone Financial Group, LLC | 0.39% | Add +10.0% | 26,062 | $2.9M |
| Farmers Trust Co. | 0.55% | Reduce -14.1% | 26,928 | $2.9M |
| Breakwater Capital Group | 0.48% | Reduce -0.3% | 26,870 | $2.9M |
| Zacks Investment Management | 0.03% | Reduce -14.1% | 26,837 | $2.9M |
| JMG Financial Group, Ltd. | 0.09% | Add +0.3% | 26,831 | $2.9M |
| ETF Portfolio Partners, Inc. | 0.81% | Reduce -11.1% | 26,826 | $2.9M |
| Trust Co. of Toledo NA | 0.32% | Reduce -2.4% | 26,602 | $2.9M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +0.3% | 26,586 | $2.9M |
| Hicks Capital Management LLC | 4.59% | Reduce -1.0% | 26,538 | $2.9M |
| Greenwood Capital Associates LLC | 0.36% | Reduce -1.5% | 26,364 | $2.9M |
| TPG Advisors LLC | 2.06% | Add +0.0% | 26,109 | $2.9M |
| Mullaney, Keating & Wright, Inc. | 1.86% | Reduce -0.6% | 26,027 | $2.8M |
| Atticus Wealth Management, LLC | 0.77% | Add +12.8% | 25,970 | $2.8M |
| Westmount Partners, LLC | 0.78% | Add +188.1% | 25,961 | $2.8M |
| Provenance Wealth Advisors, LLC | 0.41% | Reduce -7.7% | 25,959 | $2.8M |
| Cornell Pochily Investment Advisors, Inc. | 0.93% | Reduce -2.2% | 25,959 | $2.8M |
| Balanced Wealth Group LLC | 1.22% | Reduce -9.0% | 25,528 | $2.8M |
| Continuum Advisory, LLC | 0.34% | Reduce -17.0% | 25,711 | $2.8M |
| Golden State Wealth Management, LLC | 0.34% | Reduce -8.3% | 25,679 | $2.8M |
| Diversified Portfolios, Inc. | 0.27% | Add +11.3% | 25,670 | $2.8M |
| Rialto Wealth Management, LLC | 0.78% | Add +0.1% | 25,645 | $2.8M |
| Klaas Financial Asset Advisors, LLC | 0.44% | Add +3.8% | 25,600 | $2.8M |
| Bradley Foster & Sargent Inc. | 0.04% | Add +241.3% | 25,562 | $2.8M |
| Trek Financial, LLC | 0.19% | Add +78.2% | 25,552 | $2.8M |
| Innovative Wealth Building LLC | 2.31% | Reduce -4.9% | 25,547 | $2.8M |
| Fortress Financial Solutions, LLC | 3.50% | Add +3.1% | 25,501 | $2.8M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -31.8% | 25,270 | $2.8M |
| Wealth Alliance, LLC | 0.31% | Add +1.3% | 25,249 | $2.8M |
| Veracity Capital LLC | 0.95% | Add +9.4% | 25,174 | $2.8M |
| Signature Estate & Investment Advisors LLC | 0.06% | Reduce -13.4% | 25,173 | $2.8M |
| Wealth Management Partners, LLC | 0.97% | Reduce -8.2% | 24,691 | $2.7M |
| Bluestem Financial Advisors, LLC | 1.18% | Reduce -1.8% | 25,107 | $2.7M |
| Mill Creek Capital Advisors, LLC | 0.06% | Reduce -21.5% | 24,992 | $2.7M |
| Gallagher Capital Advisors, LLC | 2.20% | Reduce -28.2% | 24,164 | $2.7M |
| CVA Family Office, LLC | 0.38% | Reduce -0.1% | 24,852 | $2.7M |
| United Advisor Group, LLC | 0.47% | Add +11.7% | 24,819 | $2.7M |
| SevenBridge Financial Group, LLC | 0.48% | Reduce -13.7% | 23,711 | $2.7M |
| AlTi Global, Inc. | 0.07% | Reduce -7.5% | 24,652 | $2.7M |
| Montis Financial, LLC | 0.75% | Add +0.9% | 24,641 | $2.7M |
| Heartwood Wealth Advisors LLC | 0.28% | Add +13.9% | 24,536 | $2.7M |
| Coastline Trust Co | 0.31% | Reduce -32.5% | 24,494 | $2.7M |
| Providence Capital Advisors, LLC | 0.49% | Add +6.0% | 24,467 | $2.7M |
| Southeast Asset Advisors, LLC | 0.32% | Add +0.1% | 24,418 | $2.7M |
| Nixon Peabody Trust Co. | 0.21% | Add +0.5% | 24,372 | $2.7M |
| Forefront Wealth Partners, LLC | 1.82% | Add +3.6% | 23,043 | $2.7M |
| Pinnacle Wealth Planning Services, Inc. | 0.35% | Add +0.2% | 24,260 | $2.7M |
| Calamos Advisors LLC | 0.02% | Add +7.2% | 24,180 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -19.3% | 24,172 | $2.6M |
| Municipal Employees' Retirement System of Michigan | 0.03% | Add +16.4% | 24,129 | $2.6M |
| NorthRock Partners, LLC | 0.07% | Reduce -7.0% | 24,083 | $2.6M |
| Westside Investment Management, Inc. | 0.49% | Add +2.9% | 23,977 | $2.6M |
| StoneX Group Inc. | 0.13% | Reduce -22.8% | 23,960 | $2.6M |
| Boyd Watterson Asset Management LLC | 0.83% | No change | 23,850 | $2.6M |
| Cahill Financial Advisors Inc. | 0.32% | Reduce -12.8% | 23,785 | $2.6M |
| American National Bank & Trust | 0.27% | Reduce -0.3% | 23,758 | $2.6M |
| Newman Dignan & Sheerar, Inc. | 0.60% | Reduce -8.5% | 23,732 | $2.6M |
| Cornerstone Advisors Asset Management, LLC | 0.50% | Add +11.3% | 23,587 | $2.6M |
| Centaurus Financial, Inc. | 0.15% | Add +0.1% | 23,465 | $2.6M |
| Keystone Financial Group | 0.23% | Reduce -10.9% | 23,288 | $2.6M |
| Greenwich Wealth Management LLC | 0.12% | Reduce -7.1% | 23,277 | $2.5M |
| Argyle Capital Partners, LLC | 2.10% | Reduce -22.5% | 23,273 | $2.5M |
| DecisionMap Wealth Management, LLC | 1.74% | Add +6.4% | 23,260 | $2.5M |
| Santori & Peters, Inc. | 0.92% | Add +2.0% | 23,234 | $2.5M |
| Foundation Wealth Management, LLC\PA | 1.10% | Reduce -7.0% | 23,209 | $2.5M |
| Central Bank & Trust Co. | 0.41% | Reduce -24.1% | 23,208 | $2.5M |
| Amara Financial, Llc. | 2.23% | Reduce -49.0% | 23,172 | $2.5M |
| Tradition Wealth Management, LLC | 0.20% | Reduce -0.3% | 23,170 | $2.5M |
| Woodside Wealth Management LLC | 2.18% | Reduce -0.2% | 23,142 | $2.5M |
| AE Wealth Management LLC | 0.02% | Reduce -55.9% | 23,133 | $2.5M |
| Soundwatch Capital LLC | 0.43% | Add +265.4% | 10,444 | $2.5M |
| 1248 Management, LLC | 0.93% | Reduce -1.1% | 23,128 | $2.5M |
| Syon Capital LLC | 0.17% | Reduce -71.0% | 23,122 | $2.5M |
| Armbruster Capital Management, Inc. | 0.46% | No change | 23,100 | $2.5M |
| Smith Shellnut Wilson LLC | 1.09% | Add +5.7% | 23,094 | $2.5M |
| Tiemann Investment Advisors, LLC | 1.03% | Reduce -2.9% | 23,049 | $2.5M |
| CRA Financial Services, LLC | 0.38% | Reduce -1.3% | 22,936 | $2.5M |
| Glen Eagle Advisors, LLC | 0.38% | Reduce -1.7% | 22,778 | $2.5M |
| Black Diamond Financial, LLC | 0.39% | Reduce -9.3% | 22,764 | $2.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -84.5% | 22,208 | $2.5M |
| Rothschild Wealth LLC | 0.60% | Add +44.6% | 22,534 | $2.5M |
| HUB Investment Partners, LLC | 0.09% | Add +0.2% | 22,479 | $2.5M |
| Culbertson A N & Co. Inc. | 0.38% | Add +3.6% | 22,435 | $2.5M |
| RVW Wealth, LLC | 0.21% | Reduce -1.9% | 22,370 | $2.4M |
| Lewis Asset Management, LLC | 1.15% | Add +6.1% | 22,352 | $2.4M |
| Cobblestone Capital Advisors LLC | 0.12% | Add +67.1% | 22,316 | $2.4M |
| Midwest Professional Planners, LTD. | 0.64% | Add +1.4% | 22,294 | $2.4M |
| Balentine LLC | 0.09% | Add +29.9% | 22,259 | $2.4M |
| VeraBank, N.A. | 0.49% | Reduce -0.0% | 22,132 | $2.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -69.5% | 21,972 | $2.4M |
| Smartleaf Asset Management LLC | 0.21% | Add +4.6% | 21,893 | $2.4M |
| Secure Asset Management, LLC | 0.45% | Add +4.4% | 21,927 | $2.4M |
| Arvest Bank Trust Division | 0.14% | Add +7.9% | 21,823 | $2.4M |
| Clear Creek Financial Management, LLC | 0.23% | Add +30.6% | 21,761 | $2.4M |
| Pines Wealth Management, LLC | 0.84% | Add +3.4% | 21,027 | $2.4M |
| Harbour Capital Advisors, LLC | 0.50% | Add +7.3% | 21,119 | $2.4M |
| McGlone Suttner Wealth Management, Inc. | 0.36% | Add +0.1% | 21,687 | $2.4M |
| Quest 10 Wealth Builders, Inc. | 2.31% | Reduce -0.1% | 21,686 | $2.4M |
| Pinnacle Bancorp, Inc. | 0.73% | Reduce -4.9% | 21,570 | $2.4M |
| Bryn Mawr Trust Advisors, LLC | 0.13% | Reduce -13.3% | 21,544 | $2.4M |
| Endowment Wealth Management, Inc. | 1.21% | Add +20.9% | 21,435 | $2.3M |
| Davis R M Inc. | 0.04% | Reduce -5.3% | 21,344 | $2.3M |
| BridgePort Financial Solutions, LLC | 0.77% | Add +6.1% | 21,279 | $2.3M |
| Founders Grove Wealth Partners, LLC | 0.58% | Reduce -4.0% | 21,175 | $2.3M |
| Ullmann Wealth Partners Group, LLC | 0.27% | Reduce -5.5% | 21,163 | $2.3M |
| Novem Group | 0.29% | Reduce -0.5% | 21,157 | $2.3M |
| Guardian Asset Advisors, LLC | 1.32% | Add +8.1% | 21,096 | $2.3M |
| Harbor Investment Advisory, LLC | 0.20% | Reduce -21.0% | 21,042 | $2.3M |
| Invera Wealth Advisors, LLC | 1.50% | Reduce -0.5% | 21,018 | $2.3M |
| Birch Financial Group, LLC | 1.83% | Add +20.5% | 20,883 | $2.3M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -10.0% | 20,862 | $2.3M |
| Plancorp, LLC | 0.08% | Add +0.2% | 20,827 | $2.3M |
| Tranquility Partners, LLC | 0.81% | Reduce -1.3% | 20,803 | $2.3M |
| Viawealth, LLC | 1.34% | Add +0.1% | 20,777 | $2.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.10% | — | 20,749 | $2.3M |
| CM Wealth Advisors LLC | 0.67% | Reduce -9.1% | 20,730 | $2.3M |
| Intrua Financial, LLC | 0.33% | Reduce -26.8% | 20,727 | $2.3M |
| RoundAngle Advisors LLC | 1.89% | Reduce -0.3% | 20,708 | $2.3M |
| TruNorth Capital Management, LLC | 0.50% | Add +20.8% | 20,702 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.16% | Reduce -22.5% | 20,695 | $2.3M |
| Visionary Wealth Advisors | 0.12% | Reduce -0.3% | 20,596 | $2.3M |
| Narwhal Capital Management | 0.18% | Reduce -12.7% | 20,563 | $2.2M |
| Chapin Davis, Inc. | 0.61% | Add +0.6% | 20,321 | $2.2M |
| Agf Management Ltd. | 0.01% | Reduce -0.8% | 20,315 | $2.2M |
| Talisman Wealth Advisors LLC | 2.02% | Reduce -7.9% | 20,261 | $2.2M |
| Family Office Research LLC | 1.05% | Add +4.2% | 20,254 | $2.2M |
| Evanson Asset Management, LLC | 0.14% | Reduce -0.8% | 20,186 | $2.2M |
| Elm Partners Management LLC | 0.13% | Reduce -1.1% | 20,093 | $2.2M |
| AQR Capital Management | 0.00% | Add +11.8% | 20,089 | $2.2M |
| Dohj, LLC | 0.64% | Reduce -2.5% | 22,388 | $2.2M |
| First National Bank of Omaha | 0.14% | Reduce -5.8% | 20,046 | $2.2M |
| Joel Isaacson & Co., LLC | 0.09% | Add +2.7% | 19,986 | $2.2M |
| GAMMA Investing LLC | 0.14% | Add +6.9% | 19,973 | $2.2M |
| Shufro Rose & Co. LLC | 0.18% | Reduce -0.1% | 20,845 | $2.2M |
| Lockerman Financial Group, Inc. | 2.93% | Reduce -0.8% | 19,943 | $2.2M |
| Pitcairn Co. | 0.14% | No change | 19,933 | $2.2M |
| Revolve Wealth Partners, LLC | 0.28% | Reduce -0.3% | 19,922 | $2.2M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.96% | Reduce -0.5% | 19,740 | $2.2M |
| Financial Counselors Inc. | 3.05% | Reduce -92.7% | 19,706 | $2.2M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -8.0% | 19,627 | $2.1M |
| Kathmere Capital Management, LLC | 0.17% | Reduce -4.1% | 19,623 | $2.1M |
| HRT Financial LP | 0.01% | Add +337.1% | 19,556 | $2.1M |
| Second Line Capital, LLC | 0.49% | Reduce -15.2% | 19,444 | $2.1M |
| RiverGlades Family Offices LLC | 1.39% | Add +1.7% | 19,433 | $2.1M |
| Mechanics Bank Trust Department | 0.30% | Reduce -18.9% | 19,379 | $2.1M |
| Twin Focus Capital Partners, LLC | 0.30% | Reduce -4.2% | 19,328 | $2.1M |
| TRUE Private Wealth Advisors | 0.24% | Reduce -13.3% | 19,297 | $2.1M |
| Sage Financial Management Group, Inc. | 0.73% | Reduce -20.7% | 19,301 | $2.1M |
| Absolute Capital Management, LLC | 1.06% | Reduce -0.0% | 19,241 | $2.1M |
| St. Louis Financial Planners Asset Management, LLC | 1.60% | New | 19,239 | $2.1M |
| Means Investment Co., Inc. | 0.20% | Reduce -5.5% | 19,210 | $2.1M |
| Leverty Financial Group, LLC | 0.63% | Add +53.1% | 19,201 | $2.1M |
| Astra Wealth Partners LLC | 1.69% | Add +8.8% | 19,150 | $2.1M |
| Peterson Wealth Advisors, LLC | 0.35% | Reduce -19.6% | 19,138 | $2.1M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +1.7% | 19,132 | $2.1M |
| O'Brien Greene & Co. Inc | 0.68% | Reduce -1.4% | 19,126 | $2.1M |
| Inspire Advisors, LLC | 0.22% | Add +16.9% | 19,125 | $2.1M |
| Arete Wealth Advisors, LLC | 0.15% | Reduce -17.1% | 19,103 | $2.1M |
| Narus Financial Partners, LLC | 0.65% | Reduce -18.8% | 19,103 | $2.1M |
| David J Yvars Group | 1.22% | Add +144.3% | 19,067 | $2.1M |
| Stonegate Investment Group, LLC | 0.05% | Reduce -9.2% | 19,033 | $2.1M |
| Autumn Glory Partners, LLC | 0.97% | Reduce -1.5% | 19,013 | $2.1M |
| SOL Capital Management CO | 0.20% | Reduce -1.2% | 19,008 | $2.1M |
| Staley Capital Advisers Inc. | 0.09% | Add +0.6% | 18,991 | $2.1M |
| World Equity Group, Inc. | 0.56% | Add +0.2% | 18,900 | $2.1M |
| United Community Bank | 0.71% | Reduce -19.4% | 18,867 | $2.1M |
| Shelton Wealth Management, LLC | 1.04% | Add +1.6% | 18,866 | $2.1M |
| Convergence Financial, LLC | 0.35% | Add +6.8% | 18,865 | $2.1M |
| Roberts Wealth Advisors, LLC | 0.59% | No change | 18,794 | $2.1M |
| JSF Financial, LLC | 0.49% | Add +2.2% | 18,788 | $2.1M |
| Lionsbridge Wealth Management LLC | 2.04% | Add +15.4% | 18,784 | $2.1M |
| Coppell Advisory Solutions LLC | 0.24% | New | 18,685 | $2.0M |
| WCG Wealth Advisors LLC | 0.13% | Reduce -4.1% | 18,577 | $2.0M |
| Busey Bank | 0.06% | Add +2.5% | 18,567 | $2.0M |
| Macroview Investment Management LLC | 1.66% | Add +3.4% | 18,549 | $2.0M |
| Hilltop National Bank | 0.53% | — | 18,450 | $2.0M |
| Stratos Investment Management, LLC | 0.09% | Reduce -48.0% | 18,317 | $2.0M |
| Independent Family Office, LLC | 0.93% | Add +24.1% | 17,849 | $2.0M |
| Steph & Co. | 0.65% | Add +7.0% | 18,294 | $2.0M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.52% | No change | 18,212 | $2.0M |
| Missouri Trust & Investment Co | 0.65% | Reduce -5.2% | 18,173 | $2.0M |
| Ascent Group, LLC | 0.08% | Reduce -17.5% | 18,172 | $2.0M |
| Sentinel Wealth Management, Inc. | 1.85% | — | 18,039 | $2.0M |
| Core Wealth Advisors, Inc. | 0.57% | Reduce -1.3% | 17,995 | $2.0M |
| Diversify Advisory Services, LLC | 0.08% | Add +33.3% | 17,142 | $2.0M |
| Obermeyer Wealth Partners | 0.10% | Reduce -3.2% | 17,916 | $2.0M |
| SBI Securities Co., Ltd. | 0.06% | Reduce -0.6% | 17,900 | $2.0M |
| Delta Financial Advisors LLC | 0.69% | Reduce -2.7% | 17,887 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -11.1% | 17,866 | $2.0M |
| Ascent Capital Management, LLC | 1.73% | Reduce -5.5% | 17,850 | $2.0M |
| LOM Asset Management Ltd | 0.66% | — | 17,778 | $1.9M |
| Bison Wealth, LLC | 0.15% | Add +39.9% | 17,253 | $1.9M |
| Affinity Capital Advisors, LLC | 0.33% | Reduce -3.8% | 17,714 | $1.9M |
| Legacies Wealth LLC | 1.29% | Reduce -13.3% | 17,711 | $1.9M |
| Brady Family Wealth, LLC | 0.60% | Reduce -3.2% | 17,708 | $1.9M |
| SWP Financial LLC | 1.06% | Add +0.0% | 17,662 | $1.9M |
| Kohmann Bosshard Financial Services, LLC | 0.21% | Reduce -4.1% | 17,620 | $1.9M |
| Cora Capital Advisors LLC | 0.85% | Reduce -11.9% | 17,493 | $1.9M |
| Pension & Wealth Management Advisors, Inc. | 0.64% | Reduce -0.3% | 17,483 | $1.9M |
| RDA Financial Network | 0.52% | Reduce -1.6% | 17,451 | $1.9M |
| First National Corp. /Ma/ | 0.38% | Add +8.9% | 17,354 | $1.9M |
| Samalin Investment Counsel, LLC | 0.73% | Add +18.5% | 17,342 | $1.9M |
| Central Pacific Bank - Trust Division | 0.25% | Reduce -17.5% | 17,271 | $1.9M |
| Capital Advisors, Ltd. LLC | 0.23% | Reduce -2.5% | 17,194 | $1.9M |
| Camelot Technology Advisors, Inc. | 1.61% | Add +0.2% | 17,099 | $1.9M |
| Great Diamond Partners, LLC | 0.39% | Add +212.1% | 17,087 | $1.9M |
| Meritage Portfolio Management | 0.12% | Reduce -2.8% | 17,029 | $1.9M |
| Ames National Corp. | 1.19% | Add +7.8% | 16,846 | $1.8M |
| Patriot Investment Management Group, Inc. | 0.13% | Add +0.5% | 16,824 | $1.8M |
| First County Bank | 0.99% | Reduce -5.0% | 16,809 | $1.8M |
| Sunburst Financial Group, LLC | 0.41% | Reduce -0.4% | 16,699 | $1.8M |
| High Net Worth Advisory Group LLC | 0.48% | Reduce -1.5% | 16,594 | $1.8M |
| Cypress Financial Planning LLC | 0.60% | Add +11.0% | 16,575 | $1.8M |
| Mascagni Wealth Management, Inc. | 1.54% | Reduce -9.0% | 16,567 | $1.8M |
| Cadence Bank | 0.12% | Reduce -0.1% | 16,550 | $1.8M |
| PFG Investments, LLC | 0.11% | Reduce -21.7% | 16,514 | $1.8M |
| Zhang Financial LLC | 0.08% | Add +2.4% | 16,457 | $1.8M |
| North Berkeley Wealth Management, LLC | 1.65% | Add +25.1% | 16,434 | $1.8M |
| Arcus Capital Partners, LLC | 0.78% | Reduce -11.8% | 16,425 | $1.8M |
| Flavin Financial Services, Inc. | 1.74% | Reduce -5.7% | 16,390 | $1.8M |
| Compass Wealth Management LLC | 0.42% | Reduce -7.4% | 16,331 | $1.8M |
| Accurate Wealth Management, LLC | 0.27% | Add +1.5% | 15,611 | $1.8M |
| Valley Financial Group, Inc. | 1.07% | Add +7.8% | 16,200 | $1.8M |
| Joel Adams & Associates, Inc. | 1.57% | Reduce -2.6% | 16,194 | $1.8M |
| Forza Wealth Management, LLC | 0.73% | No change | 16,186 | $1.8M |
| Quadcap Wealth Management, LLC | 0.22% | Reduce -1.0% | 16,183 | $1.8M |
| Bearing Point Capital, LLC | 0.32% | Add +64.2% | 16,083 | $1.8M |
| Grey Ledge Advisors, LLC | 0.43% | Reduce -0.7% | 16,021 | $1.8M |
| Verdence Capital Advisors LLC | 0.12% | Add +1.5% | 15,977 | $1.7M |
| Roman Butler Fullerton & Co. | 0.51% | Reduce -11.7% | 15,393 | $1.7M |
| American State Bank (Iowa) | 0.96% | Reduce -33.2% | 15,830 | $1.7M |
| Acadian Asset Management LLC | 0.00% | Add +46.3% | 15,833 | $1.7M |
| Colorado Capital Management, Inc. | 0.74% | Reduce -3.2% | 15,798 | $1.7M |
| Alpine Bank Wealth Management | 0.26% | Reduce -6.6% | 15,772 | $1.7M |
| WealthShield Partners, LLC | 0.21% | Reduce -33.8% | 15,765 | $1.7M |
| Ethos Financial Group, LLC | 0.15% | Reduce -4.0% | 15,755 | $1.7M |
| ABLE Financial Group, LLC | 0.42% | Reduce -29.0% | 15,749 | $1.7M |
| Sepio Capital, LP | 0.12% | Reduce -33.7% | 15,696 | $1.7M |
| Engineers Gate Manager LP | 0.02% | New | 15,682 | $1.7M |
| Alpha Wealth Funds, LLC | 1.59% | Reduce -1.8% | 15,597 | $1.7M |
| NBT Bank, N.A. | 0.12% | Add +2.9% | 15,556 | $1.7M |
| South Plains Financial, Inc. | 1.19% | Add +5.1% | 15,476 | $1.7M |
| Penobscot Investment Management Company, Inc. | 0.14% | Reduce -1.1% | 15,475 | $1.7M |
| Capital Squared Financial LLC | 1.96% | — | 15,384 | $1.7M |
| New Republic Capital, LLC | 0.59% | Add +2.5% | 15,364 | $1.7M |
| Carrera Capital Advisors | 0.34% | Reduce -21.2% | 15,309 | $1.7M |
| Regatta Capital Group, LLC | 0.29% | Add +0.5% | 15,225 | $1.7M |
| BlueSky Wealth Advisors, LLC | 0.24% | Reduce -1.5% | 15,192 | $1.7M |
| Rockwood Wealth Management, LLC | 0.15% | Reduce -5.6% | 15,144 | $1.7M |
| Thrive Wealth Management, LLC | 0.27% | Add +13.1% | 15,068 | $1.6M |
| Goldstein Advisors, LLC | 0.22% | Add +2.7% | 15,061 | $1.6M |
| Palisade Capital Management, LP | 0.05% | Add +5.0% | 14,964 | $1.6M |
| SeaBridge Investment Advisors LLC | 0.30% | Reduce -4.3% | 14,958 | $1.6M |
| Nova R Wealth, Inc. | 0.76% | Add +12.2% | 14,955 | $1.6M |
| Baldwin Investment Management, LLC | 0.20% | Reduce -0.7% | 14,928 | $1.6M |
| Retirement Investment Advisors, Inc. | 0.15% | Reduce -0.1% | 14,902 | $1.6M |
| St. Clair Advisors, LLC | 0.43% | Add +4.8% | 14,900 | $1.6M |
| Strategic Financial Concepts, LLC | 0.23% | Add +124.6% | 14,814 | $1.6M |
| Harmony Asset Management LLC | 0.61% | Reduce -26.6% | 14,809 | $1.6M |
| Jump Financial, LLC | 0.02% | Add +52.3% | 14,803 | $1.6M |
| Interchange Capital Partners, LLC | 0.37% | Add +3.0% | 14,757 | $1.6M |
| Fort Point Capital Partners LLC | 0.16% | Reduce -10.4% | 14,750 | $1.6M |
| Retirement Guys Formula LLC | 0.61% | Add +4.3% | 14,760 | $1.6M |
| Redwood Wealth Management Group, LLC | 0.73% | Reduce -0.1% | 14,735 | $1.6M |
| SWS Partners | 0.43% | Reduce -10.2% | 14,725 | $1.6M |
| Novak & Powell Financial Services, Inc. | 1.12% | Reduce -25.8% | 14,725 | $1.6M |
| Ellevest, Inc. | 0.26% | Reduce -24.4% | 14,682 | $1.6M |
| UNIVEST FINANCIAL Corp | 0.10% | Reduce -0.8% | 14,594 | $1.6M |
| Winebrenner Capital Management LLC | 1.28% | Reduce -1.8% | 14,520 | $1.6M |
| Moors & Cabot, Inc. | 0.07% | Reduce -9.3% | 14,455 | $1.6M |
| 2UniFi Bank | 0.90% | Add +8.8% | 14,449 | $1.6M |
| TFG Advisers LLC | 0.53% | Reduce -3.5% | 14,251 | $1.6M |
| Silvia McColl Wealth Management, LLC | 1.13% | No change | 14,214 | $1.6M |
| Clear Investment Research, LLC | 1.95% | Add +0.8% | 14,156 | $1.5M |
| Fulton Bank, N.A. | 0.06% | Add +11.9% | 14,151 | $1.5M |
| FRG Family Wealth Advisors LLC | 0.27% | Reduce -14.8% | 14,141 | $1.5M |
| Aua Capital Management, LLC | 0.92% | No change | 14,118 | $1.5M |
| General Partner, Inc. | 0.90% | No change | 14,115 | $1.5M |
| Baker Avenue Asset Management, LP | 0.04% | Reduce -3.0% | 14,104 | $1.5M |
| Midland Wealth Advisors, LLC | 0.09% | Reduce -5.8% | 14,070 | $1.5M |
| Winthrop Capital Management, LLC | 0.39% | Reduce -0.7% | 14,045 | $1.5M |
| Signet Financial Management, LLC | 0.19% | Reduce -7.9% | 14,039 | $1.5M |
| KOM Wealth Management Group, LLC | 1.22% | Reduce -22.2% | 14,030 | $1.5M |
| Intrinsic Value Partners, LLC | 1.36% | Add +31.8% | 14,006 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -59.6% | 14,001 | $1.5M |
| MKD Wealth Coaches, LLC | 1.61% | Reduce -49.8% | 13,970 | $1.5M |
| Arbor Trust Wealth Advisors, LLC | 0.75% | Add +0.0% | 13,966 | $1.5M |
| FourThought Financial Partners, LLC | 0.15% | Add +47.6% | 13,946 | $1.5M |
| Peak Asset Management, LLC | 0.28% | Add +1.5% | 13,940 | $1.5M |
| Avion Wealth | 0.35% | Add +38.2% | 13,903 | $1.5M |
| GW&K Investment Management, LLC | 0.01% | Add +16.1% | 13,889 | $1.5M |
| Intergy Private Wealth, LLC | 0.52% | Add +10.5% | 13,875 | $1.5M |
| Portland Global Advisors LLC | 0.18% | Reduce -12.1% | 13,874 | $1.5M |
| Foster Victor Wealth Advisors, LLC | 0.10% | Reduce -2.5% | 13,387 | $1.5M |
| Center for Financial Planning, Inc. | 0.17% | Reduce -3.0% | 13,816 | $1.5M |
| International Private Wealth Advisors LLC | 1.30% | Reduce -3.1% | 13,812 | $1.5M |
| Awm Capital, LLC | 0.16% | No change | 13,801 | $1.5M |
| Eaton Financial Holdings Company, LLC | 0.46% | Add +393.0% | 13,795 | $1.5M |
| Edge Financial Advisors LLC | 0.79% | Reduce -4.6% | 13,686 | $1.5M |
| Cambridge Advisors Inc. | 0.31% | Add +0.2% | 13,692 | $1.5M |
| Rogco, LP | 0.56% | Add +2.1% | 13,677 | $1.5M |
| Adams Wealth Management | 0.28% | Add +201.0% | 13,675 | $1.5M |
| CacheTech Inc. | 0.28% | Add +201.0% | 13,675 | $1.5M |
| DHJJ Financial Advisors, Ltd. | 0.54% | Add +6.3% | 13,667 | $1.5M |
| Aaron Wealth Advisors LLC | 0.15% | Reduce -6.1% | 13,665 | $1.5M |
| J. W. Coons Advisors, LLC | 0.34% | Reduce -12.3% | 13,660 | $1.5M |
| WP Advisors, LLC | 0.41% | Add +0.4% | 13,660 | $1.5M |
| Investment Advisory Services Inc. /TX | 0.50% | Reduce -40.6% | 13,642 | $1.5M |
| Rathbones Group PLC | 0.01% | Reduce -0.2% | 13,574 | $1.5M |
| Fiduciary Advisors, Inc. | 1.30% | Add +50.0% | 13,497 | $1.5M |
| Asset Dedication, LLC | 0.11% | Add +9.0% | 13,488 | $1.5M |
| New England Asset Management Inc. | 0.24% | No change | 13,410 | $1.5M |
| Rhumbline Advisers | 0.00% | Reduce -56.7% | 13,402 | $1.5M |
| Rik Saylor Financial, Inc. | 1.13% | Reduce -0.8% | 13,395 | $1.5M |
| Kellett Wealth Advisors, LLC | 0.95% | Add +1.8% | 13,366 | $1.5M |
| Darden Wealth Group Inc | 0.88% | Reduce -8.2% | 13,350 | $1.5M |
| Cadinha & Co. LLC | 0.24% | Reduce -14.9% | 13,345 | $1.5M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -16.3% | 13,315 | $1.5M |
| Ehrlich Financial Group | 0.94% | Add +7.7% | 13,246 | $1.4M |
| Swmg, LLC | 0.49% | Add +88.1% | 12,828 | $1.4M |
| Advyzon Investment Management, LLC | 0.32% | Add +35586.5% | 13,204 | $1.4M |
| Manhattan West Asset Management, LLC | 0.33% | Reduce -19.0% | 13,141 | $1.4M |
| TFC Financial Management, Inc. | 0.20% | Reduce -14.5% | 13,123 | $1.4M |
| Eagle Strategies LLC | 0.22% | Add +1.5% | 13,110 | $1.4M |
| AAF Wealth Management, LLC | 0.65% | Reduce -39.4% | 13,030 | $1.4M |
| Jamison Private Wealth Management, Inc. | 0.20% | Reduce -0.6% | 13,001 | $1.4M |
| Debussy Capital Management LP | 0.21% | Add +173.6% | 12,995 | $1.4M |
| Moloney Securities Asset Management, LLC | 0.17% | Reduce -30.5% | 12,855 | $1.4M |
| Cibc World Market Inc. | 0.00% | Reduce -2.4% | 12,751 | $1.4M |
| Continuum Wealth Advisors, LLC | 0.67% | Reduce -1.8% | 12,677 | $1.4M |
| Congress Asset Management Co. | 0.01% | Reduce -6.4% | 12,657 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -20.1% | 12,625 | $1.4M |
| Allen Capital Group, LLC | 0.14% | Reduce -14.0% | 12,539 | $1.4M |
| QRG Capital Management, Inc. | 0.01% | Add +34.3% | 12,516 | $1.4M |
| Old North State Trust, LLC | 0.93% | Add +11.6% | 12,484 | $1.4M |
| Teachers Insurance & Annuity Association of America | 1.69% | Reduce -2.5% | 12,422 | $1.4M |
| Lineweaver Wealth Advisors, LLC | 0.21% | Reduce -34.3% | 12,413 | $1.4M |
| Financial Partners Group, Inc | 0.19% | Reduce -25.6% | 12,371 | $1.4M |
| Meridian Investment Counsel Inc. | 0.36% | No change | 12,268 | $1.3M |
| Accredited Wealth Management, LLC | 1.09% | Reduce -1.1% | 12,264 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.28% | Add +11.5% | 12,244 | $1.3M |
| LCNB Corp. | 0.47% | Reduce -0.6% | 12,232 | $1.3M |
| Princeton Global Asset Management LLC | 0.24% | Add +29.8% | 12,208 | $1.3M |
| Stonebridge Financial Group, LLC | 0.13% | Add +3.7% | 12,160 | $1.3M |
| Prairieview Wealth Partners, LLC | 1.38% | New | 12,136 | $1.3M |
| North Dallas Bank & Trust Co. | 1.00% | — | 12,115 | $1.3M |
| Wealth Management Nebraska | 0.18% | Add +7.8% | 12,060 | $1.3M |
| Beckerman Institutional, LLC | 0.87% | Reduce -8.8% | 11,998 | $1.3M |
| Eastern Bank | 0.03% | Reduce -5.2% | 11,994 | $1.3M |
| Pacific Point Advisors, LLC | 0.71% | Reduce -1.6% | 11,993 | $1.3M |
| LS Investment Advisors, LLC | 0.19% | Reduce -26.5% | 11,962 | $1.3M |
| Maxele Advisors, LLC | 1.14% | Add +1.6% | 11,950 | $1.3M |
| Woodstock Corp. | 0.12% | Reduce -34.0% | 11,904 | $1.3M |
| Evoke Wealth, LLC | 0.03% | Add +35.3% | 11,880 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.80% | Reduce -1.1% | 11,821 | $1.3M |
| Lyell Wealth Management, LP | 0.10% | Reduce -50.0% | 11,805 | $1.3M |
| Plimoth Trust Co. LLC | 0.31% | Add +1.9% | 11,805 | $1.3M |
| Compton Financial Group, LLC | 0.33% | Reduce -36.7% | 11,777 | $1.3M |
| Richards, Merrill & Peterson, Inc. | 0.61% | Add +12.5% | 11,734 | $1.3M |
| Advisor OS, LLC | 0.13% | Reduce -12.5% | 11,724 | $1.3M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.24% | Add +5.2% | 11,723 | $1.3M |
| Tilia Fiduciary Partners, Inc. | 0.78% | Reduce -4.3% | 11,715 | $1.3M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -0.6% | 11,700 | $1.3M |
| Valpey Financial Services, LLC | 0.88% | — | 11,686 | $1.3M |
| Howland Capital Management LLC | 0.05% | Reduce -3.3% | 11,683 | $1.3M |
| Milestone Investment Advisors LLC | 0.33% | Reduce -24.6% | 11,671 | $1.3M |
| Hardin Capital Partners, LLC | 0.75% | Add +14.8% | 11,455 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.14% | Reduce -1.1% | 11,620 | $1.3M |
| Flagship Private Wealth, LLC | 0.54% | Reduce -3.4% | 11,611 | $1.3M |
| Liberty Square Wealth Partners LLC | 0.44% | Reduce -4.1% | 11,571 | $1.3M |
| Columbia Bank | 0.39% | Reduce -1.5% | 11,287 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 11,553 | $1.3M |
| Compass Ion Advisors, LLC | 0.14% | Add +0.3% | 11,520 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -4.1% | 11,092 | $1.3M |
| Destiny Wealth Partners, LLC | 0.17% | New | 11,458 | $1.3M |
| Resurgent Financial Advisors LLC | 0.69% | Reduce -8.8% | 11,422 | $1.2M |
| Rockland Trust Co. | 0.06% | Add +0.4% | 11,411 | $1.2M |
| Gilbert & Cook, Inc. | 0.17% | Reduce -0.1% | 11,396 | $1.2M |
| Sterling Financial Planning, Inc. | 0.41% | Reduce -0.1% | 11,367 | $1.2M |
| Saxon Interests, Inc. | 0.58% | No change | 11,867 | $1.2M |
| XY Planning Network, Inc. | 0.42% | Add +24.8% | 11,312 | $1.2M |
| Essex Bank | 0.29% | Reduce -27.5% | 11,299 | $1.2M |
| Spirepoint Private Client, LLC | 0.14% | Add +2.8% | 11,280 | $1.2M |
| Independent Advisor Alliance | 0.04% | Reduce -14.2% | 11,256 | $1.2M |
| Tyler-Stone Wealth Management | 0.20% | Reduce -1.9% | 11,245 | $1.2M |
| 1834 Investment Advisors Co. | 0.16% | Add +0.3% | 11,240 | $1.2M |
| Summit X, LLC | 0.23% | Reduce -6.2% | 11,189 | $1.2M |
| Kickstand Ventures, Llc. | 0.29% | Add +113.5% | 11,187 | $1.2M |
| Sandy Cove Advisors, LLC | 0.44% | Reduce -2.5% | 11,179 | $1.2M |
| Forum Private Client Group LLC | 0.47% | Reduce -0.5% | 11,175 | $1.2M |
| Anchor Investment Management, LLC | 0.11% | No change | 11,163 | $1.2M |
| Blue Trust, Inc. | 0.01% | Add +7.0% | 11,153 | $1.2M |
| KG Capital Management | 0.36% | Reduce -8.2% | 11,106 | $1.2M |
| Sovereign Financial Group, Inc. | 0.25% | Add +9.1% | 11,099 | $1.2M |
| FLC Capital Advisors | 0.25% | Reduce -0.2% | 11,091 | $1.2M |
| Paladin Advisory Group, LLC | 0.93% | Reduce -9.3% | 11,089 | $1.2M |
| Chemistry Wealth Management LLC | 0.26% | No change | 10,945 | $1.2M |
| Carr Financial Group Corp | 0.35% | Reduce -36.4% | 10,931 | $1.2M |
| Higgins & Schmidt Wealth Strategies LLC | 0.66% | Reduce -0.1% | 10,862 | $1.2M |
| Davies Financial Advisors, Inc. | 0.92% | Reduce -13.5% | 10,851 | $1.2M |
| Integrated Investment Consultants, LLC | 0.23% | Reduce -0.6% | 10,775 | $1.2M |
| Parkside Financial Bank & Trust | 0.13% | Reduce -5.7% | 10,665 | $1.2M |
| Klingenstein Fields & Co. LP | 0.05% | Add +6.7% | 10,649 | $1.2M |
| Allegheny Financial Group | 0.26% | Add +19.8% | 10,641 | $1.2M |
| Ti-Trust, Inc. | 0.77% | Add +0.8% | 10,548 | $1.2M |
| TCV Trust & Wealth Management, Inc. | 0.10% | Add +0.5% | 10,540 | $1.2M |
| Riverpoint Wealth Management Holdings, LLC | 0.27% | Add +10.3% | 10,511 | $1.1M |
| Axis Wealth Partners, LLC | 0.75% | Add +9.4% | 10,481 | $1.1M |
| GS Investments, Inc. | 0.51% | Reduce -3.5% | 10,470 | $1.1M |
| Ascentis Wealth Management, LLC | 0.31% | Add +1.2% | 10,301 | $1.1M |
| Arlington Trust Co LLC | 0.22% | Add +88.5% | 10,425 | $1.1M |
| Summit Investment Advisory Services, LLC | 0.49% | Reduce -0.7% | 10,336 | $1.1M |
| Laurel Wealth Planning LLC | 0.64% | Reduce -11.6% | 10,335 | $1.1M |
| Index Fund Advisors, Inc. | 0.06% | Add +0.5% | 10,315 | $1.1M |
| Wilkins Miller Wealth Management, LLC | 0.77% | Add +66.7% | 10,311 | $1.1M |
| IFC Advisors LLC | 0.21% | Add +8.5% | 10,295 | $1.1M |
| Principle Wealth Partners LLC | 0.07% | Reduce -96.4% | 10,285 | $1.1M |
| PBMares Wealth Management LLC | 0.20% | Add +3.9% | 10,230 | $1.1M |
| Lansing Street Advisors | 0.33% | Add +1.7% | 10,220 | $1.1M |
| Rockport Wealth LLC | 0.26% | New | 10,219 | $1.1M |
| Clearwater Capital Advisors, LLC | 0.10% | Reduce -6.8% | 10,196 | $1.1M |
| Founders Capital Management, LLC | 0.19% | Reduce -57.3% | 10,172 | $1.1M |
| BlueChip Wealth Advisors LLC | 0.45% | Reduce -0.7% | 10,112 | $1.1M |
| Fourth Dimension Wealth, LLC | 0.47% | Reduce -12.6% | 10,108 | $1.1M |
| Solstein Capital, LLC | 0.56% | Reduce -27.0% | 10,073 | $1.1M |
| Lincoln Capital LLC | 0.21% | Reduce -0.4% | 10,071 | $1.1M |
| Tudor Financial Inc. | 0.62% | Reduce -16.6% | 10,050 | $1.1M |
| Vise Technologies, Inc. | 0.05% | — | 10,050 | $1.1M |
| Maltin Wealth Management, Inc. | 0.49% | Reduce -1.3% | 10,044 | $1.1M |
| Broadview Financial Management, LLC | 0.74% | Add +1.0% | 10,027 | $1.1M |
| Oliver Luxxe Assets LLC | 0.20% | Add +3.5% | 10,022 | $1.1M |
| Destiny Capital Corp | 0.66% | Add +18.6% | 10,017 | $1.1M |
| Pasadena Private Wealth, LLC | 0.19% | No change | 10,000 | $1.1M |
| Moneco Advisors, LLC | 0.10% | Reduce -0.0% | 9,988 | $1.1M |
| Riverchase Wealth Management, LLC | 0.69% | No change | 9,975 | $1.1M |
| Ascentis Independent Advisors | 0.20% | Reduce -6.1% | 9,966 | $1.1M |
| Empowered Funds, LLC | 0.01% | New | 9,960 | $1.1M |
| Stock Yards Bank & Trust Co. | 0.04% | Reduce -10.6% | 9,950 | $1.1M |
| ZWJ Investment Counsel Inc. | 0.04% | Reduce -9.5% | 9,938 | $1.1M |
| Port Capital LLC | 0.05% | Add +0.0% | 9,929 | $1.1M |
| Severin Investments, LLC | 1.02% | Add +6.7% | 9,918 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -85.2% | 9,904 | $1.1M |
| Wealth Dimensions Group, Ltd. | 0.24% | Add +3.0% | 9,884 | $1.1M |
| Opinicus Capital, Inc. | 0.82% | Reduce -0.1% | 9,834 | $1.1M |
| Alpha Omega Wealth Management LLC | 0.19% | Add +0.3% | 9,818 | $1.1M |
| Nelson Capital Management, LLC | 0.14% | Reduce -18.2% | 9,804 | $1.1M |
| Integrity Alliance, Llc. | 0.06% | Reduce -18.8% | 9,793 | $1.1M |
| Insigneo Advisory Services, LLC | 0.09% | Reduce -9.3% | 9,790 | $1.1M |
| Farnam Financial LLC | 0.96% | Reduce -0.5% | 9,787 | $1.1M |
| Pinnacle Wealth Management Group, Inc. | 0.61% | Reduce -1.7% | 9,765 | $1.1M |
| Landing Point Financial Group, LLC | 0.67% | Add +2.4% | 9,726 | $1.1M |
| White Knight Strategic Wealth Advisors, LLC | 0.90% | Reduce -8.0% | 9,714 | $1.1M |
| Sharkey, Howes & Javer | 0.14% | Reduce -32.7% | 9,697 | $1.1M |
| Tyche Wealth Partners LLC | 0.21% | Reduce -12.2% | 9,635 | $1.1M |
| Coordinated Financial Services, Inc. | 0.74% | — | 9,615 | $1.1M |
| Christensen, King & Associates Investment Services, Inc. | 0.48% | Add +0.7% | 9,589 | $1.0M |
| Baker Ellis Asset Management LLC | 0.14% | No change | 9,561 | $1.0M |
| First Foundation Advisors | 0.04% | Reduce -1.0% | 9,538 | $1.0M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -26.4% | 9,482 | $1.0M |
| Ipswich Investment Management Co., Inc. | 0.25% | Add +0.3% | 9,460 | $1.0M |
| Roundview Capital LLC | 0.07% | Add +6.8% | 9,440 | $1.0M |
| Arax Advisory Partners | 0.05% | Add +49.3% | 5,189 | $1.0M |
| Court Place Advisors, LLC | 0.32% | Reduce -0.8% | 9,425 | $1.0M |
| Donor Advised Charitable Giving, Inc. | 0.02% | Add +11.4% | 9,369 | $1.0M |
| CHB Investment Group, LLC | 0.52% | Reduce -4.4% | 9,365 | $1.0M |
| Fiduciary Financial Group, LLC | 0.18% | Reduce -0.9% | 9,215 | $1.0M |
| Legacy Financial Group LLC | 0.14% | Reduce -1.0% | 9,353 | $1.0M |
| Aviance Capital Partners, LLC | 0.13% | Add +0.3% | 9,340 | $1.0M |
| Nichols & Pratt Advisers LLP | 0.07% | New | 9,280 | $1.0M |
| Better Money Decisions, LLC | 0.62% | Reduce -1.3% | 9,278 | $1.0M |
| Waterloo Capital, L.P. | 0.08% | Reduce -14.3% | 9,265 | $1.0M |
| AssuredPartners Investment Advisors, LLC | 0.25% | Reduce -10.6% | 9,244 | $1.0M |
| ORG Partners LLC | 0.22% | Add +9.5% | 9,108 | $1.0M |
| Chandler Asset Management, Inc. | 0.18% | No change | 9,150 | $1.0M |
| KWB Wealth | 0.12% | Reduce -2.0% | 9,512 | $995K |
| Cosner Financial Group, LLC | 0.55% | Reduce -0.4% | 9,089 | $993K |
| Tompkins Financial Corp. | 0.09% | Reduce -6.3% | 8,999 | $984K |
| PCG Asset Management, LLC | 0.84% | Add +1.1% | 8,975 | $981K |
| Townsend Asset Management Corp. /NC/ | 0.35% | Reduce -6.7% | 8,940 | $977K |
| Tandem Investment Partners LLC | 0.85% | Reduce -1.2% | 8,910 | $974K |
| HRC Wealth Management, LLC | 0.52% | Add +6.0% | 8,910 | $974K |
| NavPoint Financial, Inc. | 0.59% | Reduce -18.0% | 8,891 | $972K |
| Capital Management Associates, Inc | 0.31% | Reduce -47.1% | 8,891 | $972K |
| Firestone Capital Management | 0.23% | Add +48.2% | 8,835 | $966K |
| American Trust | 0.09% | New | 8,796 | $961K |
| Cannell & Spears LLC | 0.02% | Add +2.2% | 8,792 | $961K |
| Keystone Financial Group, Inc. | 0.61% | Reduce -7.0% | 8,566 | $958K |
| Capital Advisors Wealth Management, LLC | 0.15% | Reduce -30.3% | 8,749 | $956K |
| Texas Bank & Trust Co | 0.38% | Add +1.4% | 8,669 | $947K |
| Berkshire Asset Management LLC | 0.04% | Reduce -2.3% | 8,664 | $947K |
| Zions Bancorporation, National Association | 0.05% | No change | 8,663 | $947K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | Reduce -3.5% | 8,637 | $944K |
| Evolution Wealth Advisors, LLC | 0.14% | No change | 8,624 | $943K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -0.8% | 8,594 | $939K |
| RPG Investment Advisory, LLC | 0.12% | Reduce -47.5% | 8,570 | $937K |
| Defined Wealth Management, LLC | 0.58% | Reduce -23.2% | 8,561 | $936K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -0.1% | 8,557 | $935K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -14.4% | 8,530 | $932K |
| Vontobel Holding Ltd. | 0.00% | Reduce -5.8% | 8,500 | $929K |
| Pacific Center for Financial Services | 0.25% | Reduce -8.7% | 8,491 | $928K |
| Finward Bancorp | 0.73% | Add +8.7% | 8,490 | $928K |
| International Assets Investment Management, LLC | 0.07% | Reduce -5.9% | 8,484 | $927K |
| Plante Moran Financial Advisors, LLC | 0.07% | Add +17.1% | 8,480 | $927K |
| Birchcreek Wealth Management, LLC | 0.52% | Reduce -7.4% | 8,470 | $926K |
| Claro Advisors Inc. | 0.15% | Reduce -33.8% | 8,466 | $925K |
| KMT Wealth Management, LLC | 0.54% | No change | 8,383 | $916K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -8.7% | 8,376 | $915K |
| Prospect Financial Services LLC | 0.57% | Add +0.2% | 8,340 | $911K |
| Pacific Sun Financial Corp | 0.48% | Reduce -4.7% | 8,335 | $911K |
| PGIM Custom Harvest LLC | 0.02% | Reduce -7.7% | 8,318 | $909K |
| Inscription Capital, LLC | 0.13% | Reduce -29.7% | 8,304 | $908K |
| TD Capital Management LLC | 0.09% | Add +7.6% | 8,269 | $904K |
| Three Seasons Wealth, LLC | 0.10% | Reduce -6.8% | 8,262 | $903K |
| Probity Advisors, Inc. | 0.16% | Reduce -3.0% | 8,215 | $898K |
| Corundum Group, Inc. | 0.40% | No change | 8,208 | $897K |
| Sageworth Trust Co of South Dakota | 0.97% | Add +8.5% | 8,203 | $897K |
| Sweeney & Michel, LLC | 0.32% | Add +1.9% | 7,924 | $894K |
| TL Private Wealth | 0.37% | Add +0.2% | 8,035 | $893K |
| Strategic Wealth Partners, Ltd. | 0.07% | — | 8,132 | $889K |
| Brio Consultants, LLC | 0.13% | Reduce -23.4% | 8,093 | $884K |
| Objective Capital Management, LLC | 0.99% | Reduce -7.9% | 8,086 | $884K |
| New Century Financial Group, LLC | 1.04% | New | 8,077 | $883K |
| Ade, LLC | 0.47% | Reduce -14.0% | 8,055 | $880K |
| Moisand Fitzgerald Tamayo, LLC | 0.11% | Reduce -3.8% | 8,019 | $876K |
| NWF Advisory Services Inc. | 0.10% | Reduce -2.3% | 8,018 | $876K |
| Sonata Capital Group Inc. | 0.35% | Reduce -7.6% | 8,006 | $875K |
| Vannoy Advisory Group, Inc. | 0.60% | Add +0.1% | 7,967 | $871K |
| Foster Group, Inc. | 0.03% | Add +92.4% | 7,956 | $870K |
| Trivium Point Advisory, LLC | 0.09% | Reduce -3.0% | 7,916 | $865K |
| National Wealth Management Group, LLC | 0.48% | Add +1.5% | 7,912 | $865K |
| Russell Investments Group, Ltd. | 0.00% | Add +8.7% | 7,897 | $863K |
| 180 Wealth Advisors, LLC | 0.12% | Reduce -1.7% | 7,879 | $861K |
| Hudson Capital Management LLC | 0.25% | Reduce -90.7% | 7,874 | $861K |
| Marks Group Wealth Management, Inc | 0.08% | Reduce -6.5% | 7,863 | $859K |
| Oxford Financial Group, LTD. LLC | 0.05% | Reduce -26.1% | 7,861 | $859K |
| Steel Grove Capital Advisors, LLC | 0.10% | Add +6.7% | 7,854 | $858K |
| Tufton Capital Management | 0.16% | Add +0.6% | 7,846 | $857K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.3% | 7,825 | $855K |
| Orion Capital Management LLC | 0.33% | Reduce -5.0% | 7,823 | $855K |
| Creative Financial Designs Inc. | 0.06% | Reduce -13.4% | 7,807 | $853K |
| First National Bank & Trust Co. of Newtown | 0.17% | Add +32.6% | 7,799 | $852K |
| Beacon Financial Advisory LLC | 0.22% | Add +3.0% | 7,780 | $850K |
| Wooster Corthell Wealth Management, Inc. | 0.16% | Reduce -1.5% | 7,769 | $849K |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | Reduce -91.4% | 7,749 | $847K |
| Fortune Financial Advisors, LLC | 0.68% | Reduce -1.5% | 7,748 | $847K |
| BIP Wealth, LLC | 0.05% | Add +0.9% | 7,743 | $846K |
| Argentarii, LLC | 0.39% | Reduce -16.4% | 7,730 | $845K |
| MFA Wealth Services | 0.63% | Reduce -6.3% | 7,722 | $844K |
| Hohimer Wealth Management, LLC | 0.15% | No change | 7,718 | $844K |
| Crew Capital Management, Ltd | 0.61% | Reduce -29.0% | 7,716 | $843K |
| First Bancorp, Inc | 0.48% | Add +0.7% | 7,667 | $838K |
| Providence First Trust Co | 0.29% | New | 7,641 | $835K |
| S&T Bank | 0.25% | No change | 7,638 | $835K |
| Kennebec Savings Bank | 0.82% | No change | 7,635 | $834K |
| Brookmont Capital Management | 0.48% | Add +0.4% | 7,634 | $834K |
| Colton Groome Financial Advisors, LLC | 0.28% | Reduce -12.2% | 7,634 | $834K |
| First Commonwealth Financial Corp | 0.18% | Reduce -30.9% | 7,616 | $832K |
| Inman Jager Wealth Management, LLC | 0.56% | Add +1.9% | 7,615 | $832K |
| Signaturefd, LLC | 0.01% | Reduce -13.0% | 7,611 | $832K |
| Insight Advisors, LLC/ PA | 0.13% | Add +7.6% | 7,607 | $831K |
| Victrix Investment Advisors | 0.37% | Add +0.1% | 7,593 | $830K |
| Cowa, LLC | 0.32% | Reduce -62.1% | 7,585 | $829K |
| Larson Financial Group LLC | 0.03% | Reduce -19.6% | 7,566 | $827K |
| Indiana Trust & Investment Management Co | 0.27% | Reduce -5.4% | 7,554 | $826K |
| Financial Partners Group, LLC | 0.30% | Add +1.7% | 7,548 | $825K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -6.4% | 7,507 | $820K |
| Transatlantique Private Wealth LLC | 0.30% | No change | 7,500 | $820K |
| Verity Asset Management, Inc. | 0.39% | Reduce -60.0% | 7,485 | $818K |
| Greenhouse Wealth Management, LLC | 0.53% | Reduce -0.6% | 7,460 | $815K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +9.3% | 7,448 | $814K |
| EdgeRock Capital LLC | 0.26% | New | 7,448 | $814K |
| Sound Financial Strategies Group, LLC | 0.69% | Reduce -0.7% | 7,422 | $811K |
| WFA of San Diego, LLC | 0.60% | — | 7,411 | $810K |
| PTM Wealth Management, LLC | 0.53% | Reduce -0.9% | 7,132 | $807K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -0.4% | 7,367 | $805K |
| Vertex Planning Partners, LLC | 0.17% | Reduce -0.1% | 7,331 | $801K |
| Gilman Hill Asset Management, LLC | 0.13% | Add +31.6% | 7,330 | $801K |
| Sensible Money, LLC | 0.30% | Add +0.0% | 7,314 | $799K |
| Mma Asset Management LLC | 0.31% | Add +8.9% | 7,286 | $796K |
| SC&H Financial Advisors, Inc. | 0.14% | Reduce -2.3% | 7,279 | $796K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.27% | No change | 7,265 | $794K |
| American Capital Advisory, LLC | 0.40% | Reduce -10.9% | 7,250 | $792K |
| BKM Wealth Management, LLC | 0.31% | Add +3.1% | 7,204 | $787K |
| White Lighthouse Investment Management Inc. | 0.13% | Add +13.1% | 7,195 | $786K |
| Capasso Planning Partners LLC | 0.44% | Reduce -3.1% | 7,182 | $785K |
| Centurion Wealth Management LLC | 0.22% | Reduce -9.2% | 7,165 | $783K |
| Tru Independence Asset Management 2, LLC | 0.53% | Add +5.7% | 7,146 | $781K |
| Rf&l Wealth Management, LLC | 0.50% | Add +104.3% | 7,119 | $778K |
| Seeds Investor LLC | 0.18% | Add +22.0% | 7,116 | $778K |
| Key Financial Inc | 0.16% | Reduce -17.0% | 7,113 | $777K |
| Motco | 0.07% | Reduce -36.0% | 7,037 | $776K |
| McCarter Private Wealth Services LLC | 0.44% | New | 7,086 | $774K |
| AdvisorNet Financial, Inc | 0.05% | Add +0.2% | 7,063 | $772K |
| Kondo Wealth Advisors, Inc. | 0.34% | No change | 6,956 | $772K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -25.4% | 7,062 | $772K |
| Future You Wealth LLC | 0.42% | Add +66.5% | 7,060 | $772K |
| Strategies Wealth Advisors, LLC | 0.08% | Reduce -15.6% | 7,035 | $769K |
| Security National Bank | 0.13% | Reduce -0.8% | 7,025 | $768K |
| Brown, Lisle/Cummings, Inc. | 0.20% | Add +9.0% | 7,018 | $767K |
| Waters Parkerson & Co., LLC | 0.04% | No change | 7,016 | $767K |
| Barrett & Company, Inc. | 0.29% | Reduce -0.8% | 7,015 | $767K |
| Thompson Investment Management, Inc. | 0.11% | Add +5.2% | 7,013 | $766K |
| Confluence Wealth Services, Inc. | 0.04% | Add +17.1% | 7,011 | $766K |
| Edgemoor Investment Advisors, Inc. | 0.07% | Reduce -14.3% | 7,005 | $766K |
| Camarda Financial Advisors, LLC | 0.30% | Add +36.5% | 6,993 | $764K |
| Balance Wealth Partners LLC | 0.45% | Add +0.5% | 6,992 | $764K |
| Keyvantage Wealth, LLC | 0.34% | Reduce -7.1% | 6,981 | $763K |
| Powell Investment Advisors, LLC | 0.29% | Add +20.5% | 6,969 | $762K |
| Cornerstone Planning Group LLC | 0.15% | Reduce -25.1% | 6,848 | $759K |
| M.E. Allison & Co., Inc. | 0.61% | Add +2.0% | 6,942 | $759K |
| Opulen Financial Group LLC | 0.62% | No change | 6,928 | $757K |
| Matauro, LLC | 0.14% | Reduce -8.7% | 6,922 | $757K |
| Orrstown Financial Services Inc. | 0.16% | Reduce -39.9% | 6,917 | $756K |
| Centricity Wealth Management, LLC | 0.60% | Reduce -7.0% | 6,913 | $756K |
| Maseco LLP | 0.03% | — | 6,905 | $755K |
| Bowman & Co S.C. | 0.34% | Add +8.0% | 6,894 | $754K |
| Commonwealth Financial Services, LLC | 0.15% | Reduce -9.4% | 6,893 | $753K |
| Talon Private Wealth, LLC | 0.10% | Reduce -2.3% | 6,883 | $752K |
| Bank Ozk | 0.29% | Reduce -17.8% | 6,875 | $751K |
| Ignite Planners, LLC | 0.13% | Reduce -13.1% | 6,664 | $745K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -98.8% | 6,777 | $741K |
| Perritt Capital Management Inc | 0.38% | Add +0.4% | 6,728 | $735K |
| PAX Financial Group, LLC | 0.14% | Add +0.2% | 6,720 | $734K |
| LVM Capital Management Ltd. | 0.08% | Reduce -0.5% | 6,717 | $734K |
| Institute for Wealth Management, LLC. | 0.08% | Add +141.3% | 6,695 | $732K |
| Angeles Wealth Management, LLC | 0.05% | Add +347.1% | 6,684 | $730K |
| Moneywise, Inc. | 0.34% | Add +0.3% | 6,675 | $729K |
| Sather Financial Group Inc | 0.04% | No change | 6,670 | $729K |
| Bestgate Wealth Advisors, LLC | 1.51% | No change | 6,957 | $727K |
| Horizons Wealth Management | 0.53% | Reduce -11.9% | 6,646 | $726K |
| City National Bank of Florida | 0.53% | Reduce -0.7% | 6,644 | $726K |
| Ridgeline Wealth Planning, LLC | 0.60% | Add +22.6% | 6,632 | $725K |
| Gemmer Asset Management LLC | 0.06% | Add +11.2% | 6,626 | $724K |
| Marshall Financial Group, LLC | 0.14% | Reduce -7.3% | 6,479 | $720K |
| Outlook Wealth Advisors, LLC | 0.19% | Reduce -0.3% | 6,589 | $720K |
| Fisher Asset Management | 0.00% | Reduce -36.6% | 6,583 | $720K |
| Wetzel Investment Advisors, Inc. | 0.33% | Reduce -85.3% | 6,582 | $719K |
| Emprise Bank | 0.35% | No change | 6,580 | $719K |
| Stelac Advisory Services LLC | 0.27% | No change | 6,561 | $717K |
| Pioneer Trust Bank N A | 0.18% | Reduce -0.6% | 6,560 | $717K |
| Helium Advisors LLC | 0.45% | Reduce -3.8% | 6,558 | $717K |
| Equita Financial Network, Inc. | 0.28% | Reduce -5.3% | 6,550 | $716K |
| Parallax Volatility Advisers, L.P. | 0.04% | New | 6,539 | $715K |
| Yukon Wealth Management, Inc. | 0.25% | Reduce -0.8% | 6,505 | $711K |
| Lincoln Capital Corp. | 0.27% | No change | 6,472 | $707K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -1.1% | 6,440 | $704K |
| Empirical Asset Management, LLC | 0.22% | Reduce -3.0% | 6,421 | $702K |
| Clearbridge Investments, LLC | 0.00% | Add +3.2% | 6,417 | $701K |
| Nilsine Partners, LLC | 0.07% | Add +14.8% | 6,390 | $698K |
| Blue Barn Wealth, LLC | 0.33% | Add +6.5% | 6,517 | $697K |
| Forte Asset Management LLC | 0.35% | Reduce -34.5% | 6,331 | $692K |
| Gradient Capital Advisors, LLC | 0.20% | Reduce -1.2% | 6,325 | $691K |
| Seven Post Investment Office LP | 0.26% | No change | 6,298 | $688K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -94.8% | 6,192 | $687K |
| HORAN Wealth, LLC | 0.21% | — | 6,283 | $687K |
| Total Wealth Planning, LLC | 0.09% | Reduce -2.2% | 6,274 | $686K |
| Horizon Family Wealth, Inc. | 0.42% | Add +19.1% | 6,269 | $685K |
| Boston Trust Walden Corp | 0.00% | Reduce -19.6% | 6,253 | $683K |
| Wealth Effects LLC | 0.25% | Reduce -9.6% | 6,232 | $681K |
| Advisors Capital Management, LLC | 0.01% | Reduce -21.1% | 6,228 | $681K |
| Calton & Associates, Inc. | 0.12% | New | 6,207 | $678K |
| Ardent Capital Management, Inc. | 0.32% | No change | 6,196 | $677K |
| Insight Wealth Strategies, LLC | 0.09% | Reduce -4.3% | 6,092 | $676K |
| Stokes Capital Advisors, LLC | 0.16% | Reduce -12.3% | 6,158 | $673K |
| White Pine Capital LLC | 0.21% | Add +0.1% | 6,155 | $673K |
| Integral Investment Advisors, Inc. | 0.19% | Reduce -8.1% | 6,143 | $671K |
| Truepoint, Inc. | 0.02% | Add +1.0% | 6,138 | $671K |
| Invesco Ltd. | 0.00% | Reduce -11.3% | 6,133 | $670K |
| Philadelphia Trust Co. | 0.05% | No change | 6,124 | $669K |
| Marex Group Ltd | 0.01% | Reduce -22.7% | 6,110 | $668K |
| Creekside Partners | 0.32% | Add +0.1% | 6,110 | $668K |
| Washington Trust Advisors, Inc. | 0.05% | Add +0.1% | 6,109 | $668K |
| Kraft Asset Management, LLC | 0.62% | No change | 6,092 | $666K |
| Sfm, LLC | 0.43% | Add +16.0% | 6,090 | $666K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Reduce -2.4% | 6,088 | $665K |
| Advisory Alpha, LLC | 0.02% | Reduce -4.0% | 6,058 | $662K |
| Professional Financial Advisors, LLC | 0.15% | Reduce -3.6% | 6,044 | $661K |
| Droms Strauss Advisors Inc. /Mo/ | 0.20% | Add +0.1% | 6,040 | $660K |
| SteelPeak Wealth, LLC | 0.03% | Add +0.9% | 6,026 | $659K |
| HFG Advisors, Inc. | 0.52% | No change | 6,017 | $658K |
| Dupree Financial Group, LLC | 0.26% | Reduce -2.5% | 5,992 | $655K |
| Sterling Capital Management LLC | 0.01% | Add +2.9% | 5,990 | $655K |
| Brightwater Advisory LLC | 0.47% | No change | 5,958 | $651K |
| Shepherd Financial Partners LLC | 0.07% | Reduce -24.5% | 5,951 | $650K |
| Hillcrest Wealth Advisors - NY, LLC | 0.31% | No change | 5,950 | $650K |
| Teamwork Financial Advisors, LLC | 0.08% | Reduce -15.0% | 5,946 | $650K |
| Cooper Financial Group | 0.08% | Reduce -15.7% | 5,944 | $650K |
| FreeGulliver LLC | 0.30% | Add +16.6% | 5,942 | $649K |
| FMB Wealth Management | 0.31% | No change | 5,936 | $649K |
| Elios Financial Group Inc. | 0.29% | Add +0.1% | 5,934 | $648K |
| Clarity Capital Partners LLC | 0.23% | Reduce -25.4% | 5,884 | $643K |
| McNaughton Wealth Management, LLC | 0.29% | Add +0.1% | 5,880 | $643K |
| ETF Store, Inc. | 0.74% | Reduce -3.1% | 5,869 | $641K |
| Sierra Summit Advisors LLC | 0.11% | Reduce -3.2% | 5,864 | $641K |
| Vista Capital Partners, Inc. | 0.07% | Add +18.3% | 5,862 | $641K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +11.1% | 5,845 | $639K |
| GGM Financial LLC | 0.37% | Reduce -5.6% | 5,844 | $639K |
| Motive Wealth Advisors | 0.29% | Reduce -1.4% | 5,822 | $636K |
| Crews Bank & Trust | 0.10% | Reduce -2.5% | 5,821 | $636K |
| Carson Advisory Inc. | 0.40% | Reduce -13.4% | 5,813 | $635K |
| Lazari Capital Management, Inc. | 0.24% | Add +0.1% | 5,812 | $635K |
| Kearns & Associates LLC | 0.36% | No change | 5,808 | $635K |
| McIlrath & Eck, LLC | 0.07% | Add +0.3% | 5,806 | $634K |
| Richmond Investment Services, LLC | 0.13% | New | 5,799 | $634K |
| Acorn Wealth Advisors, LLC | 0.24% | Reduce -19.4% | 5,793 | $633K |
| Advanced Asset Management Advisors Inc | 0.17% | No change | 5,781 | $632K |
| Bouchey Financial Group, Ltd. | 0.05% | No change | 5,779 | $632K |
| American Institute for Advanced Investment Management, LLP | 0.45% | Reduce -9.9% | 5,775 | $631K |
| Meridian Wealth Advisors, LLC | 0.10% | Add +0.2% | 5,754 | $629K |
| Flywheel Private Wealth LLC | 0.50% | Reduce -6.5% | 5,738 | $627K |
| AlphaStar Capital Management, LLC | 0.04% | New | 5,734 | $627K |
| Connors Investor Services Inc. | 0.06% | Add +143.9% | 5,678 | $621K |
| River Wealth Advisors LLC | 0.08% | Reduce -65.4% | 5,673 | $620K |
| Sendero Wealth Management, LLC | 0.08% | No change | 5,670 | $620K |
| Nicolet Bankshares Inc. | 0.11% | Add +4.7% | 5,643 | $617K |
| American Investment Services, Inc. | 0.16% | Add +1.2% | 5,636 | $616K |
| Trueblood Wealth Management, LLC | 0.26% | Add +8.9% | 5,635 | $616K |
| CIBC Asset Management Inc | 0.00% | No change | 5,634 | $616K |
| InvesTrust | 0.24% | Add +4.3% | 5,611 | $613K |
| Armstrong Advisory Group, Inc. | 0.05% | Reduce -7.4% | 5,611 | $613K |
| Ledyard National Bank | 0.06% | Reduce -10.2% | 5,610 | $613K |
| S.E.E.D. Planning Group LLC | 0.19% | Add +0.2% | 5,607 | $613K |
| Formidable Asset Management, LLC | 0.10% | No change | 5,859 | $613K |
| Deutsche Bank AG | 0.00% | Reduce -1.1% | 5,581 | $610K |
| CNB Bank | 0.29% | Add +1.3% | 5,567 | $608K |
| Aprio Wealth Management, LLC | 0.07% | Reduce -37.1% | 5,563 | $608K |
| Exchange Bank | 0.48% | Reduce -0.6% | 5,558 | $607K |
| Daner Wealth Management, LLC | 0.42% | — | 5,306 | $607K |
| W Advisors, LLC | 0.35% | No change | 5,546 | $606K |
| Tsfg, LLC | 0.11% | Reduce -3.2% | 5,546 | $606K |
| Janney Capital Management LLC | 0.04% | Reduce -0.3% | 5,538 | $605K |
| Root Financial Partners, LLC | 0.06% | Add +7.6% | 5,510 | $602K |
| First National Advisers, LLC | 0.09% | Reduce -0.4% | 5,509 | $602K |
| EPG Wealth Management LLC | 0.18% | Reduce -90.4% | 5,500 | $601K |
| Family Manage LLC | 0.09% | No change | 5,459 | $597K |
| Strathmore Capital Advisors, Inc. | 0.26% | — | 5,271 | $595K |
| Studio Investment Management LLC | 0.12% | Add +6.1% | 5,443 | $595K |
| 21 West Wealth Management LLC | 0.60% | — | 5,436 | $594K |
| SP Asset Management LLC | 0.05% | Reduce -1.4% | 5,414 | $592K |
| Kovack Advisors, Inc. | 0.06% | Reduce -17.2% | 5,404 | $591K |
| Northstar Advisory Group, LLC | 0.29% | Add +0.4% | 5,397 | $590K |
| Modus Advisors, LLC | 0.18% | Add +1.6% | 5,394 | $589K |
| Sunpointe, LLC | 0.23% | Add +4.0% | 5,393 | $589K |
| Liberty Wealth Management LLC | 0.09% | Reduce -0.2% | 5,372 | $587K |
| Wealth Group Ltd | 0.15% | Reduce -9.9% | 5,349 | $585K |
| Alhambra Investment Management LLC | 0.29% | Reduce -0.3% | 5,336 | $583K |
| Apollon Financial, LLC | 0.12% | Reduce -2.3% | 5,323 | $582K |
| Hoxton Planning & Management, LLC | 0.20% | Reduce -1.5% | 5,301 | $579K |
| Brandywine Oak Private Wealth LLC | 0.05% | Add +0.2% | 5,280 | $577K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -11.8% | 5,269 | $576K |
| Ameriflex Group, Inc. | 0.30% | Reduce -11.8% | 5,273 | $576K |
| Banque Pictet & Cie SA | 0.01% | Add +14.1% | 5,249 | $574K |
| Strategic Financial Planning, Inc. | 0.36% | No change | 5,220 | $570K |
| Haverford Financial Services, Inc. | 0.17% | No change | 5,210 | $569K |
| 3Chopt Investment Partners, LLC | 0.14% | No change | 5,204 | $569K |
| Kathleen S. Wright Associates Inc. | 0.22% | Reduce -2.8% | 5,182 | $566K |
| Dale Q Rice Investment Management Ltd | 0.47% | Reduce -53.1% | 5,055 | $564K |
| Seaside Wealth Management, Inc. | 0.18% | New | 5,157 | $564K |
| Credit Industriel Et Commercial | 0.12% | Reduce -25.9% | 5,147 | $563K |
| Willow Creek Wealth Management Inc. | 0.05% | Reduce -11.4% | 5,145 | $562K |
| Ibex Wealth Advisors | 0.06% | New | 5,138 | $562K |
| Peak Planning Group, LLC | 0.36% | Reduce -49.3% | 5,126 | $560K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +11.8% | 5,124 | $560K |
| Medallion Wealth Advisors, LLC | 0.22% | Reduce -3.8% | 5,039 | $560K |
| Alexander Randolph Advisory, Inc. | 0.50% | Add +31.6% | 5,118 | $559K |
| Capital City Trust Co. | 0.14% | Reduce -1.3% | 5,114 | $559K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | No change | 5,102 | $558K |
| Townsquare Capital LLC | 0.05% | Reduce -93.6% | 5,083 | $556K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -5.9% | 5,079 | $555K |
| Fortress Private Ledger, LLC | 0.25% | Reduce -16.4% | 5,073 | $554K |
| Somerset Trust Co | 0.18% | Reduce -3.2% | 5,059 | $553K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -29.5% | 5,039 | $551K |
| Silverlake Wealth Management LLC | 0.16% | Reduce -9.4% | 5,032 | $550K |
| Upper Left Wealth Management, LLC | 0.37% | Add +7.0% | 5,032 | $550K |
| Almanack Investment Partners, LLC. | 0.09% | Add +105.3% | 5,029 | $550K |
| First Trust Advisors LP | 0.00% | Add +34.9% | 5,028 | $550K |
| Ashford Advisors, LLC | 0.13% | Reduce -65.0% | 1,290 | $548K |
| Loudon Investment Management, LLC | 0.30% | Add +2.0% | 5,010 | $548K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -2.6% | 5,008 | $547K |
| Glass Jacobson Investment Advisors llc | 0.21% | Reduce -12.3% | 5,001 | $547K |
| Allstate Corp. | 0.04% | No change | 5,000 | $546K |
| Davidson Kahn Capital Management, LLC | 0.35% | Reduce -0.8% | 4,997 | $546K |
| Avondale Wealth Management | 0.30% | Reduce -64.2% | 4,980 | $544K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -23.9% | 4,978 | $544K |
| Main Street Group, LTD | 0.20% | Reduce -2.0% | 4,976 | $544K |
| Live Oak Private Wealth LLC | 0.08% | Reduce -0.2% | 4,963 | $542K |
| Uptick Partners, LLC | 0.15% | Add +0.4% | 4,954 | $541K |
| Scotia Capital Inc. | 0.00% | Reduce -84.4% | 4,884 | $534K |
| WMG Financial Advisors, LLC | 0.20% | Add +1.3% | 4,871 | $532K |
| Optivise Advisory Services LLC | 0.27% | Reduce -26.1% | 4,864 | $532K |
| Total Clarity Wealth Management, Inc. | 0.15% | Add +69.2% | 4,863 | $531K |
| GWN Securities Inc. | 0.10% | Reduce -72.8% | 4,846 | $531K |
| IMS Capital Management | 0.25% | No change | 4,860 | $531K |
| Financial Perspectives, Inc | 0.16% | Add +0.5% | 4,832 | $528K |
| Bluefin Capital Management, LLC | 0.42% | New | 4,832 | $528K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -31.8% | 4,822 | $527K |
| Maia Wealth LLC | 0.10% | Reduce -6.3% | 4,813 | $526K |
| Postrock Partners LLC | 0.25% | No change | 4,800 | $525K |
| Bordeaux Wealth Advisors LLC | 0.07% | No change | 4,779 | $522K |
| Costello Asset Management, INC | 0.20% | No change | 4,765 | $521K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.23% | New | 4,762 | $520K |
| North Star Investment Management Corp. | 0.04% | Reduce -0.0% | 4,746 | $519K |
| JB Capital LLC | 0.03% | Add +7.9% | 4,742 | $518K |
| Argent Advisors, Inc. | 0.16% | No change | 4,724 | $516K |
| WealthBridge Capital Management, LLC | 0.13% | Reduce -28.3% | 4,697 | $513K |
| Beacon Bank & Trust | 0.12% | No change | 4,680 | $511K |
| Peddock Capital Advisors, LLC | 0.12% | No change | 4,666 | $510K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -13.8% | 4,666 | $510K |
| Finley Financial, LLC | 0.26% | No change | 4,660 | $509K |
| Lakeridge Wealth Management LLC | 0.23% | Reduce -2.9% | 4,654 | $509K |
| Sierra Capital LLC | 0.06% | No change | 4,652 | $508K |
| Quattro Financial Advisors LLC | 0.18% | No change | 4,644 | $508K |
| Running Point Capital Advisors, LLC | 0.14% | No change | 4,640 | $507K |
| Pinnacle Financial Group, LLC / IL | 0.17% | Add +1.8% | 4,631 | $506K |
| Financial Freedom, LLC | 0.27% | Reduce -9.9% | 4,622 | $505K |
| Shared Vision Wealth Group LLC | 0.25% | Add +9.5% | 4,578 | $505K |
| FWG Investments, LLC. | 0.38% | New | 4,617 | $505K |
| Alta Wealth Advisors LLC | 0.24% | Reduce -15.5% | 4,615 | $504K |
| Jackson Hole Capital Partners, LLC | 0.09% | Add +2.6% | 4,610 | $504K |
| Doliver Advisors, LP | 0.14% | Reduce -4.1% | 4,602 | $503K |
| Parkside Investments, LLC | 0.07% | Reduce -0.9% | 4,594 | $502K |
| Lazard Freres Gestion S.A.S. | 0.01% | No change | 4,602 | $502K |
| BSW Wealth Partners | 0.07% | Reduce -16.0% | 4,592 | $502K |
| Financial Council, LLC | 0.24% | No change | 4,573 | $500K |
| JGP Wealth Management, LLC | 0.06% | Add +3.7% | 4,572 | $500K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -14.5% | 4,572 | $500K |
| CBIZ Investment Advisory Services, LLC | 0.02% | Reduce -4.3% | 4,536 | $496K |
| Thomasville National Bank | 0.03% | Add +0.8% | 4,533 | $495K |
| Brown Wealth Management, LLC | 0.15% | Reduce -89.1% | 4,526 | $495K |
| Bonfire Financial | 0.40% | Add +0.0% | 4,515 | $493K |
| GAMCO Investors | 0.00% | New | 4,513 | $493K |
| Tassel Capital Management, Inc. | 0.38% | Add +16.1% | 4,504 | $492K |
| Primoris Wealth Advisors, LLC | 0.34% | Add +0.0% | 4,501 | $492K |
| BigSur Wealth Management LLC | 0.12% | No change | 4,500 | $492K |
| Courage Miller Partners, LLC | 0.16% | No change | 4,489 | $491K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Reduce -0.6% | 4,482 | $490K |
| S.A. Mason LLC | 0.24% | No change | 4,478 | $489K |
| Correct Capital Wealth Management | 0.09% | Reduce -13.2% | 4,459 | $487K |
| Howard Capital Management Group, LLC | 0.03% | No change | 4,449 | $486K |
| Market Street Wealth Management Advisors LLC | 0.08% | Reduce -7.4% | 4,445 | $486K |
| Asset Allocation & Management Company, LLC | 0.23% | Reduce -19.9% | 4,441 | $485K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +56.0% | 4,437 | $485K |
| Whalerock Point Partners, LLC | 0.11% | Reduce -3.5% | 4,437 | $485K |
| Clear Point Advisors Inc. | 0.41% | Reduce -2.0% | 4,409 | $482K |
| MV Capital Management, Inc. | 0.05% | Reduce -42.4% | 4,408 | $482K |
| Nabity-Jensen Investment Management Inc | 0.35% | No change | 4,380 | $479K |
| SFG Wealth Management, LLC. | 0.29% | Add +84.5% | 4,379 | $479K |
| Cove Private Wealth, LLC | 0.17% | Add +18.4% | 4,365 | $477K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.47% | Add +4.2% | 4,361 | $477K |
| Invenio Wealth Partners LLC | 0.19% | Add +3.9% | 4,346 | $475K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +5.1% | 4,339 | $474K |
| FC Advisory LLC | 0.15% | Add +0.3% | 4,337 | $474K |
| McRae Capital Management Inc. | 0.10% | Reduce -25.5% | 4,327 | $473K |
| Ballentine Capital Advisors, Inc | 0.22% | Reduce -13.4% | 4,322 | $472K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 4,320 | $472K |
| Traveka Wealth, LLC | 0.25% | Reduce -3.4% | 4,318 | $472K |
| Johnson Bixby & Associates, LLC | 0.06% | Reduce -2.8% | 4,310 | $471K |
| Allie Family Office LLC | 0.23% | Add +0.3% | 4,304 | $470K |
| Leisure Capital Management | 0.18% | Add +6.2% | 4,300 | $470K |
| Melfa Wealth Management, Inc. | 0.30% | Add +0.7% | 4,293 | $469K |
| Balefire, LLC | 0.10% | Add +47.7% | 4,268 | $466K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -9.2% | 4,268 | $466K |
| Orange Investment Advisors, Inc. | 0.05% | Add +1.0% | 4,261 | $466K |
| Kooman & Associates | 0.16% | Add +1.6% | 4,255 | $465K |
| Pine Haven Investment Counsel, Inc | 0.36% | No change | 4,230 | $462K |
| Sound Income Strategies, LLC | 0.03% | Reduce -86.2% | 4,223 | $462K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.09% | Reduce -0.8% | 4,215 | $461K |
| Guyasuta Investment Advisors Inc. | 0.03% | Add +4.5% | 4,209 | $460K |
| GW Henssler & Associates Ltd. | 0.02% | Reduce -8.6% | 4,192 | $458K |
| Orgel Wealth Management, LLC | 0.01% | Add +0.4% | 4,183 | $457K |
| Souders Financial Advisors | 0.06% | Reduce -36.6% | 4,180 | $457K |
| Appleton Partners Inc. | 0.03% | Reduce -3.0% | 4,169 | $456K |
| Founders Financial Alliance, LLC | 0.10% | Reduce -24.4% | 4,148 | $453K |
| Watershed Private Wealth LLC | 0.16% | Reduce -23.5% | 4,138 | $452K |
| Lantz Financial LLC | 0.11% | Reduce -1.1% | 4,132 | $452K |
| Stokes Family Office, LLC | 0.05% | Reduce -0.1% | 4,128 | $451K |
| Tribridge Partners Financial LLC | 0.26% | — | 4,118 | $450K |
| Procyon Advisors, LLC | 0.04% | Reduce -35.8% | 4,115 | $450K |
| Altus Wealth Group LLC | 0.20% | Add +0.2% | 4,109 | $449K |
| First PREMIER Bank | 0.11% | Add +2.1% | 4,098 | $448K |
| GDS Wealth Management | 0.03% | Add +11.7% | 4,074 | $445K |
| Hollencrest Capital Management | 0.02% | Reduce -77.0% | 4,049 | $443K |
| BlueStem Wealth Partners, LLC | 0.05% | Reduce -0.3% | 4,046 | $442K |
| Mosaic Financial Group, LLC | 0.34% | Add +0.1% | 4,035 | $441K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -9.3% | 4,034 | $441K |
| Activest Wealth Management | 0.11% | Add +29.8% | 4,026 | $440K |
| Gouws Capital LLC | 0.27% | No change | 4,025 | $440K |
| KCM Investment Advisors LLC | 0.01% | Add +10.0% | 4,023 | $440K |
| Smith Anglin Financial, LLC | 0.04% | Reduce -15.4% | 4,015 | $439K |
| Lam Group, Inc. | 0.29% | No change | 4,000 | $437K |
| Plum Street Advisors, LLC | 0.19% | Reduce -0.4% | 3,997 | $437K |
| Dagco, Inc. | 0.12% | Reduce -4.4% | 3,980 | $435K |
| Ballast, Inc. | 0.11% | No change | 3,977 | $435K |
| Client 1ST Advisory Group, LLC | 0.16% | Add +5.2% | 3,974 | $434K |
| GM Advisory Group, LLC | 0.02% | Add +25.7% | 3,974 | $434K |
| Wells Financial Advisors INC | 0.60% | Reduce -16.4% | 3,970 | $434K |
| Bogart Wealth, LLC | 0.02% | Add +107.4% | 3,969 | $434K |
| Nicolet Advisory Services, LLC | 0.04% | New | 3,989 | $433K |
| Triad Wealth Partners, LLC | 0.09% | Reduce -10.2% | 3,955 | $432K |
| Keystone Wealth Services, LLC | 0.10% | Add +0.2% | 3,952 | $432K |
| Kingsman Wealth Management, Inc. | 0.27% | Reduce -34.2% | 3,939 | $430K |
| Aufman Associates Inc | 0.26% | Add +0.2% | 3,923 | $429K |
| Ironwood Investment Counsel, LLC | 0.07% | Add +0.2% | 3,922 | $429K |
| TruWealth Advisors, LLC | 0.02% | No change | 3,917 | $428K |
| waypoint wealth counsel | 0.21% | Reduce -15.4% | 3,907 | $427K |
| Atlas Private Wealth Advisors | 0.05% | Add +0.3% | 3,898 | $426K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -32.6% | 3,884 | $425K |
| Kwmg, LLC | 0.04% | Reduce -6.6% | 3,877 | $424K |
| DKM Wealth Management, Inc. | 0.36% | Reduce -17.4% | 3,870 | $423K |
| LifeSteps Financial, Inc. | 0.29% | Add +0.7% | 3,870 | $423K |
| Cascade Financial Partners, LLC | 0.05% | Add +3.6% | 3,851 | $421K |
| Duncker Streett & Co. Inc. | 0.08% | Reduce -3.5% | 3,843 | $420K |
| Private Capital Management, LLC | 0.04% | Add +5.5% | 3,840 | $420K |
| Cherry Tree Wealth Management, LLC | 0.10% | Reduce -29.4% | 3,833 | $419K |
| Willner & Heller, LLC | 0.35% | Reduce -7.1% | 3,818 | $417K |
| Alerus Financial NA | 0.03% | Add +0.4% | 3,813 | $417K |
| Nadler Financial Group, Inc. | 0.04% | Add +11.4% | 3,796 | $415K |
| F&V Capital Management, LLC | 0.11% | Add +1.3% | 3,770 | $412K |
| AlphaCore Capital LLC | 0.02% | Add +48.7% | 3,767 | $412K |
| L.M. Kohn & Company | 0.11% | Reduce -50.1% | 3,765 | $411K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | No change | 3,761 | $411K |
| Truvestments Capital LLC | 0.08% | Reduce -15.0% | 3,753 | $410K |
| Winthrop Advisory Group LLC | 0.04% | Add +7.9% | 3,752 | $410K |
| CVFG LLC | 0.32% | Reduce -0.2% | 3,745 | $409K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 3,724 | $407K |
| Garner Asset Management Corp | 0.19% | Add +0.2% | 3,721 | $407K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +21.5% | 3,718 | $406K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Reduce -28.2% | 11,738 | $406K |
| Collaborative Wealth Managment Inc. | 0.18% | Add +25.0% | 3,713 | $406K |
| ARS Wealth Advisors Group, LLC | 0.05% | Reduce -2.6% | 3,710 | $405K |
| TFB Advisors LLC | 0.11% | Reduce -9.1% | 3,701 | $404K |
| Milestone Asset Management Group, LLC | 0.30% | Add +23.7% | 3,700 | $404K |
| PSI Advisors, LLC | 0.20% | Reduce -8.4% | 3,696 | $404K |
| Rainey & Randall Wealth Advisors Inc. | 0.07% | Reduce -33.9% | 3,696 | $404K |
| Rossby Financial, LCC | 0.15% | Add +3.5% | 3,683 | $403K |
| Weaver Capital Management LLC | 0.10% | Reduce -8.4% | 3,674 | $402K |
| Level Wealth Management LLC | 0.23% | Add +85.2% | 3,672 | $401K |
| Sentinel Trust Co. Lba | 0.04% | No change | 3,672 | $401K |
| Alpha Cubed Investments, LLC | 0.02% | Add +6.6% | 3,651 | $399K |
| Crux Wealth Advisors | 0.17% | Reduce -0.4% | 3,648 | $399K |
| Novare Capital Management LLC | 0.03% | Reduce -4.5% | 3,645 | $398K |
| Sovran Advisors, LLC | 0.04% | Reduce -63.0% | 3,550 | $398K |
| High Probability Advisors, LLC | 0.06% | No change | 3,626 | $396K |
| West Michigan Advisors, LLC | 0.11% | Add +1.7% | 3,614 | $395K |
| M1 Capital Management LLC | 0.20% | No change | 3,612 | $395K |
| Sentry LLC | 0.08% | No change | 3,604 | $394K |
| Mitchell Capital Management Co. | 0.07% | Reduce -9.1% | 3,520 | $394K |
| Elgethun Capital Management | 0.08% | Add +0.1% | 3,598 | $393K |
| Washington Trust Bank | 0.03% | Reduce -8.0% | 3,598 | $393K |
| Clark Asset Management, LLC | 0.05% | Reduce -21.4% | 3,596 | $393K |
| Carbahal Olsen Financial Services Group, LLC | 0.33% | No change | 3,594 | $393K |
| NCM Capital Management, LLC | 0.16% | Reduce -1.4% | 3,587 | $392K |
| CFM Wealth Partners LLC | 0.06% | Reduce -3.4% | 3,577 | $391K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -14.8% | 3,577 | $391K |
| Bedel Financial Consulting, Inc. | 0.05% | Reduce -2.1% | 3,562 | $389K |
| Daymark Wealth Partners, LLC | 0.01% | Add +6.1% | 3,561 | $389K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +2.5% | 3,553 | $389K |
| Synergy Asset Management, LLC | 0.04% | Add +32.5% | 3,545 | $387K |
| Fortitude Advisory Group L.L.C. | 0.22% | Add +4.6% | 3,541 | $387K |
| Columbia Advisory Partners LLC | 0.29% | New | 3,536 | $386K |
| TCP Asset Management, LLC | 0.08% | Reduce -2.5% | 3,521 | $385K |
| Hirtle & Co., LLC | 0.02% | No change | 3,516 | $384K |
| ARS Investment Partners, LLC | 0.03% | Reduce -20.1% | 3,500 | $383K |
| Wiser Advisor Group LLC | 0.66% | Reduce -0.8% | 3,495 | $382K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -11.3% | 3,492 | $382K |
| Nautilus Advisors LLC | 0.28% | No change | 3,490 | $381K |
| Buttonwood Financial Advisors Inc. | 0.15% | Reduce -2.2% | 3,487 | $381K |
| Turning Point Benefit Group, Inc. | 0.29% | Add +32.3% | 3,482 | $381K |
| Howard Wealth Management, LLC | 0.19% | Add +0.1% | 3,481 | $380K |
| Hartford Financial Management Inc. | 0.10% | No change | 3,478 | $380K |
| Investment Partners Asset Management, Inc. | 0.26% | Add +2.8% | 3,476 | $380K |
| LexAurum Advisors, LLC | 0.06% | Reduce -2.5% | 3,473 | $380K |
| CGN Advisors LLC | 0.03% | Add +0.3% | 3,473 | $380K |
| Tudor Investment Corporation | 0.00% | New | 3,462 | $378K |
| Creekmur Asset Management LLC | 0.07% | Reduce -73.5% | 3,449 | $377K |
| Clarendon Private LLC | 0.36% | Add +0.3% | 3,442 | $376K |
| Kraft, Davis & Associates, LLC | 0.10% | Reduce -69.6% | 3,330 | $376K |
| Petra Financial Advisors Inc. | 0.24% | No change | 3,426 | $374K |
| Traub Capital Management LLC | 0.35% | — | 3,423 | $374K |
| BTC Capital Management, Inc. | 0.03% | Reduce -20.1% | 3,420 | $374K |
| Invst, LLC | 0.05% | Reduce -1.5% | 3,402 | $372K |
| Bensler, LLC | 0.04% | Reduce -0.5% | 3,401 | $372K |
| Poehling Capital Management, INC. | 0.09% | No change | 3,393 | $371K |
| Penobscot Wealth Management | 0.13% | Reduce -9.7% | 3,393 | $371K |
| Bank of New Hampshire | 0.09% | Reduce -9.1% | 3,388 | $370K |
| Trexquant Investment LP | 0.00% | Reduce -35.5% | 3,378 | $369K |
| Independent Wealth Network Inc. | 0.13% | Reduce -0.6% | 3,370 | $368K |
| Private Management Group Inc. | 0.01% | Reduce -4.0% | 3,364 | $368K |
| Private Wealth Management Group, LLC | 0.12% | No change | 3,363 | $368K |
| Balboa Wealth Partners | 0.07% | Add +8.0% | 3,361 | $367K |
| Davidson Investment Advisors | 0.02% | No change | 3,350 | $366K |
| Stonebridge Capital Advisors LLC | 0.03% | Add +5.0% | 3,342 | $365K |
| Sage Capital Management, LLC | 0.17% | Add +0.2% | 3,319 | $363K |
| Kaydan Wealth Management, Inc. | 0.12% | Add +31.7% | 3,317 | $363K |
| Hanson & Doremus Investment Management | 0.05% | Reduce -8.8% | 3,313 | $362K |
| Forum Financial Management, LP | 0.01% | Add +29.1% | 3,305 | $361K |
| 3EDGE Asset Management, LP | 0.02% | New | 3,302 | $361K |
| Clare Market Investments LLC | 0.08% | Reduce -41.1% | 3,289 | $359K |
| Foster & Motley Inc. | 0.02% | Reduce -0.2% | 3,288 | $359K |
| SIMA Wealth Partners, LLC | 0.29% | Reduce -4.6% | 3,285 | $359K |
| Potomac Fund Management Inc. | 0.02% | Reduce -3.2% | 3,210 | $358K |
| Avaii Wealth Management, LLC | 0.16% | Add +5.9% | 3,274 | $358K |
| RMR Capital Management, LLC | 0.26% | No change | 3,273 | $358K |
| William Howard & Co Financial Advisors Inc | 0.31% | No change | 3,271 | $358K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +0.0% | 3,264 | $357K |
| Strategic Equity Management | 0.13% | Add +5.9% | 3,261 | $356K |
| Highland Capital Management, LLC | 0.02% | No change | 3,261 | $356K |
| Concord Asset Management, LLC | 0.05% | New | 3,261 | $356K |
| Concord Wealth Partners | 0.05% | Reduce -1.8% | 3,261 | $356K |
| Segment Wealth Management, LLC | 0.02% | No change | 3,254 | $356K |
| Sage Rhino Capital LLC | 0.08% | Reduce -23.5% | 3,249 | $355K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -0.3% | 3,244 | $355K |
| Oarsman Capital, Inc. | 0.06% | No change | 3,237 | $354K |
| Portland Financial Advisors Inc | 0.85% | Reduce -2.1% | 3,228 | $353K |
| Trademark Financial Management, LLC | 0.22% | Add +0.4% | 3,221 | $352K |
| New England Private Wealth Advisors LLC | 0.05% | Add +62.4% | 3,151 | $352K |
| Fermata Advisors, LLC | 0.09% | Reduce -35.4% | 3,201 | $350K |
| Trust Point Inc. | 0.03% | Reduce -43.5% | 3,194 | $349K |
| WoodTrust Financial Corp | 0.04% | Reduce -6.5% | 3,194 | $349K |
| Bath Savings Trust Co | 0.04% | No change | 3,193 | $349K |
| High Falls Advisors, Inc | 0.08% | Reduce -4.9% | 3,193 | $349K |
| Prasad Wealth Partners, LLC | 0.10% | Add +0.3% | 3,183 | $348K |
| Heritage Trust Co | 0.04% | No change | 3,168 | $346K |
| Arbor Wealth Advisors LLC | 0.28% | No change | 3,164 | $346K |
| Vermillion Wealth Management, Inc. | 0.16% | Reduce -7.1% | 3,160 | $345K |
| Leuthold Group, LLC | 0.04% | New | 3,160 | $345K |
| Northside Capital Management, LLC | 0.03% | No change | 3,158 | $345K |
| Castle Wealth Management LLC | 0.13% | Add +0.0% | 3,158 | $345K |
| Astoria Portfolio Advisors LLC. | 0.10% | Reduce -47.4% | 3,071 | $345K |
| Foundry Financial Group, Inc. | 0.20% | Reduce -7.4% | 3,145 | $344K |
| Collective Family Office LLC | 0.09% | No change | 3,144 | $344K |
| Vident Advisory, LLC | 0.00% | Reduce -0.1% | 3,141 | $343K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -13.0% | 3,136 | $343K |
| Harbor Asset Planning, Inc. | 0.33% | — | 3,127 | $342K |
| Wingate Wealth Advisors, Inc. | 0.30% | Reduce -23.1% | 3,101 | $339K |
| Horizon Investment Services, LLC | 0.15% | No change | 3,093 | $338K |
| Clarity Wealth Advisors, LLC | 0.08% | Add +1.0% | 3,090 | $338K |
| DRW Securities, LLC | 0.02% | New | 3,076 | $336K |
| Aspire Growth Partners LLC | 0.27% | Add +0.4% | 3,068 | $335K |
| Midwest Capital Advisors, LLC | 0.18% | Reduce -60.9% | 3,060 | $334K |
| Mairs & Power Inc. | 0.00% | Add +56.9% | 3,053 | $334K |
| Sollinda Capital Management LLC | 0.09% | New | 3,047 | $333K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -15.4% | 2,988 | $331K |
| Canandaigua National Bank & Trust Co. | 0.03% | Add +0.5% | 3,012 | $329K |
| Palumbo Wealth Management LLC | 0.10% | Add +4.4% | 3,011 | $329K |
| Fund Evaluation Group, LLC | 0.01% | Add +0.1% | 3,010 | $329K |
| Everett Harris & Co. | 0.00% | Reduce -8.9% | 3,000 | $328K |
| Clarity Capital Advisors, LLC | 0.19% | Add +0.4% | 2,987 | $326K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -7.9% | 2,853 | $326K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 2,983 | $326K |
| Bfsg, LLC | 0.04% | Add +2.8% | 2,979 | $326K |
| Sterling Investment Management, LLC | 0.22% | Reduce -3.7% | 2,974 | $325K |
| Oxinas Partners, LLC | 0.17% | Reduce -2.8% | 2,974 | $325K |
| DDD Partners, LLC | 0.03% | No change | 2,959 | $323K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -0.3% | 2,959 | $323K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -4.2% | 2,953 | $323K |
| Patton Albertson Miller Group, LLC | 0.04% | Reduce -17.4% | 2,952 | $323K |
| Southland Equity Partners LLC | 0.07% | Reduce -1.8% | 2,950 | $322K |
| Legacy Edge Advisors, LLC | 0.04% | New | 2,941 | $321K |
| Redmond Asset Management, LLC | 0.08% | Reduce -22.1% | 2,934 | $321K |
| Patten & Patten Inc. | 0.02% | Reduce -2.0% | 2,932 | $320K |
| Towerpoint Wealth, LLC | 0.14% | Add +22.0% | 2,927 | $320K |
| Norden Group LLC | 0.03% | Add +1.8% | 2,924 | $320K |
| Tableaux LLC | 0.18% | Reduce -10.8% | 2,923 | $319K |
| Rollins Financial Advisors, LLC | 0.05% | Add +25.4% | 2,914 | $318K |
| Synergy Investment Management, LLC | 0.19% | Reduce -0.6% | 2,911 | $318K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 2,906 | $318K |
| Juncture Wealth Strategies, LLC | 0.11% | Reduce -19.8% | 2,905 | $317K |
| Parkside Advisors LLC | 0.07% | Add +9.1% | 2,905 | $317K |
| Pinney & Scofield, Inc. | 0.21% | No change | 2,904 | $317K |
| Peloton Wealth Strategists | 0.13% | Reduce -12.1% | 2,899 | $317K |
| Lifelong Wealth Advisors, Inc. | 0.10% | Reduce -1.3% | 2,893 | $316K |
| Lion Street Advisors, LLC | 0.10% | Reduce -45.5% | 2,876 | $314K |
| O'ROURKE & COMPANY, Inc | 0.15% | Reduce -2.3% | 2,868 | $313K |
| Acorn Financial Advisory Services Inc. | 0.05% | No change | 2,857 | $312K |
| M3 Advisory Group, LLC | 0.22% | No change | 2,849 | $311K |
| Garden State Investment Advisory Services LLC | 0.08% | Reduce -6.4% | 2,839 | $311K |
| Webster Bank, N. A. | 0.03% | No change | 2,841 | $310K |
| Sanders Morris Harris LLC | 0.07% | Add +1.4% | 2,835 | $310K |
| Trust Co | 0.04% | Reduce -9.1% | 2,835 | $310K |
| Insight Inv LLC | 0.21% | Reduce -1.7% | 2,828 | $309K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -8.4% | 2,808 | $307K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -6.3% | 2,807 | $307K |
| Epiq Partners, LLC | 0.16% | No change | 2,800 | $306K |
| Facet Wealth, Inc. | 0.01% | Add +3.6% | 2,774 | $306K |
| Azimuth Capital Investment Management LLC | 0.01% | Add +12.1% | 2,795 | $305K |
| Heritage Family Offices, LLP | 0.15% | No change | 2,937 | $305K |
| AA Financial Advisors, LLC | 0.07% | Reduce -2.0% | 2,791 | $305K |
| Allodium Investment Consultants, LLC | 0.19% | Add +12.1% | 2,786 | $305K |
| Private Client Services, LLC | 0.12% | Add +17.5% | 2,783 | $304K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 2,775 | $303K |
| Newport Capital Group, LLC | 0.21% | Reduce -2.9% | 2,774 | $303K |
| Rothschild Investment LLC | 0.02% | No change | 2,773 | $303K |
| Werba Rubin Papier Wealth Management | 0.06% | Add +14.6% | 2,772 | $303K |
| Vantage Point Financial LLC | 0.13% | No change | 2,767 | $302K |
| Opal Wealth Advisors, LLC | 0.08% | Reduce -75.1% | 2,762 | $302K |
| Mayport, LLC | 0.07% | Reduce -9.6% | 2,762 | $302K |
| LMG Wealth Partners, LLC | 0.06% | Add +1.0% | 2,761 | $302K |
| Channel Wealth LLC | 0.09% | New | 2,759 | $302K |
| Warren Street Wealth Advisors, LLC | 0.10% | New | 2,746 | $300K |
| Gerber, LLC | 0.21% | No change | 2,740 | $299K |
| Bond & Devick Financial Network, Inc. | 0.10% | No change | 2,734 | $299K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.17% | No change | 2,847 | $298K |
| Avantax Planning Partners, Inc. | 0.01% | Add +5.8% | 2,717 | $297K |
| Seelaus Asset Management LLC | 0.27% | Reduce -14.6% | 2,712 | $296K |
| Paragon Capital Management LLC | 0.15% | No change | 2,703 | $295K |
| Stonehearth Capital Management, LLC | 0.12% | Reduce -95.2% | 2,701 | $295K |
| Riverbend Wealth Management, LLC | 0.22% | Add +12.9% | 2,700 | $295K |
| Chancellor Financial Group WB LP | 0.23% | Reduce -0.5% | 2,690 | $294K |
| Dopkins Wealth Management, LLC | 0.13% | Reduce -0.4% | 2,690 | $294K |
| Denver Wealth Management, Inc. | 0.12% | Add +2.8% | 2,689 | $294K |
| Elevated Capital Advisors, LLC | 0.08% | No change | 2,810 | $294K |
| Infinity Wealth Counsel, LLC | 0.30% | No change | 2,677 | $293K |
| Net Worth Advisory Group | 0.06% | New | 2,673 | $292K |
| Core Wealth Partners LLC | 0.15% | No change | 2,664 | $291K |
| Blodgett Wealth Advisors, LLC | 0.23% | Reduce -2.2% | 2,660 | $291K |
| Financial Advisors Network, Inc. | 0.04% | Reduce -11.0% | 2,659 | $291K |
| Radnor Capital Management, LLC | 0.05% | Add +1.5% | 2,657 | $290K |
| Trail Ridge Investment Advisors, LLC | 0.14% | Reduce -2.9% | 2,621 | $289K |
| Curtis Advisory Group, LLC | 0.07% | No change | 2,641 | $289K |
| Glassman Wealth Services | 0.04% | Reduce -5.3% | 2,635 | $288K |
| Peregrine Asset Advisers, Inc. | 0.09% | Add +1.0% | 2,632 | $288K |
| Stiles Financial Services Inc | 0.10% | Reduce -1.4% | 2,627 | $287K |
| FF Advisors,LLC | 0.15% | Add +21.2% | 2,627 | $287K |
| Clearstead Trust, LLC | 0.05% | Add +21.2% | 2,627 | $287K |
| Signet Investment Advisory Group, Inc. | 0.15% | No change | 2,625 | $287K |
| Wallace Advisory Group, LLC | 0.21% | No change | 2,740 | $287K |
| IAG Wealth Partners, LLC | 0.04% | Reduce -16.1% | 2,607 | $285K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -76.3% | 2,596 | $284K |
| Stephen J. Garry & Associates, LLC | 0.25% | Reduce -2.7% | 2,596 | $284K |
| Paulson Wealth Management Inc. | 0.07% | No change | 2,592 | $283K |
| Aspen Wealth Management LLC | 0.07% | Reduce -17.1% | 2,582 | $282K |
| Kendall Capital Management | 0.07% | Reduce -1.2% | 2,578 | $282K |
| ICONIQ Capital, LLC | 0.00% | Add +0.4% | 2,554 | $279K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -13.0% | 2,553 | $279K |
| Pacific Sage Partners, LLC | 0.06% | Add +12.2% | 2,551 | $279K |
| Rockbridge Investment Management, LCC | 0.03% | Add +22.4% | 2,545 | $278K |
| Pandora Wealth, Inc. | 0.17% | Add +10.7% | 2,545 | $278K |
| Vestor Capital, LLC | 0.02% | Reduce -97.6% | 661 | $278K |
| Pollock Investment Advisors, LLC | 0.23% | No change | 2,540 | $278K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -8.9% | 2,529 | $276K |
| Brand Asset Management Group, Inc. | 0.10% | No change | 2,518 | $275K |
| Colonial River Investments, LLC | 0.12% | Add +5.6% | 2,407 | $275K |
| Hickory Point Bank & Trust | 0.22% | Add +8.2% | 2,508 | $274K |
| Community Bank & Trust, Waco, Texas | 0.06% | Add +10.8% | 2,486 | $272K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -5.2% | 2,488 | $272K |
| E&G Advisors, LLC | 0.07% | Reduce -1.6% | 2,486 | $272K |
| Cim, LLC | 0.04% | Reduce -3.8% | 2,486 | $272K |
| Stillwater Capital Advisors, LLC | 0.03% | Add +4.5% | 2,486 | $272K |
| TrueWealth Advisors, LLC | 0.08% | Add +4.5% | 2,485 | $272K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -56.9% | 2,472 | $270K |
| Drum Hill Capital, LLC | 0.30% | No change | 2,465 | $269K |
| D L Carlson Investment Group Inc. | 0.05% | Reduce -6.9% | 2,454 | $268K |
| Aries Wealth Management | 0.07% | Reduce -46.9% | 2,446 | $267K |
| OneAscent Financial Services LLC | 0.02% | New | 2,438 | $267K |
| Palo Alto Wealth Advisors, LLC | 0.10% | Add +0.0% | 2,434 | $266K |
| Weaver Consulting Group | 0.07% | Reduce -8.4% | 2,431 | $266K |
| Chicago Capital, LLC | 0.01% | New | 2,424 | $265K |
| BCGM Wealth Management, LLC | 0.07% | Add +0.4% | 2,415 | $264K |
| Augustine Asset Management Inc. | 0.07% | Add +5.8% | 2,409 | $263K |
| BCS Wealth Management | 0.06% | Add +16.2% | 2,406 | $263K |
| Rockingstone Advisors LLC | 0.14% | No change | 2,405 | $263K |
| Copia Wealth Management | 0.22% | No change | 2,404 | $263K |
| Investmark Advisory Group LLC | 0.12% | Add +0.3% | 2,400 | $262K |
| Cohen Klingenstein LLC | 0.01% | No change | 2,400 | $262K |
| DDFG, Inc | 0.07% | Add +0.3% | 2,399 | $262K |
| Weil Company, Inc. | 0.07% | Reduce -82.8% | 2,396 | $262K |
| Sterling Wealth Management, Inc. | 0.09% | — | 2,396 | $262K |
| Stanley-Laman Group, Ltd. | 0.04% | Add +9.9% | 2,392 | $261K |
| GFG Capital, LLC | 0.08% | Reduce -3.7% | 2,386 | $261K |
| Davidson Capital Management Inc. | 0.06% | Reduce -95.2% | 2,384 | $261K |
| Blue Zone Wealth Advisors, LLC | 0.06% | Add +3.0% | 2,371 | $259K |
| Seascape Capital Management | 0.08% | No change | 2,366 | $259K |
| Forte Capital LLC | 0.03% | Reduce -33.9% | 2,368 | $259K |
| Revisor Wealth Management LLC | 0.09% | Reduce -15.7% | 2,269 | $259K |
| one8zero8, LLC | 0.06% | Add +52.2% | 2,364 | $258K |
| Iron Horse Wealth Management, LLC | 0.08% | No change | 2,358 | $258K |
| Eight 31 Financial, LLC | 0.17% | Add +0.7% | 2,340 | $256K |
| Antonelli Financial Advisors, LLC | 0.18% | Reduce -65.6% | 2,338 | $256K |
| West Bancorporation Inc. | 0.16% | No change | 2,336 | $255K |
| LeConte Wealth Management, LLC | 0.17% | No change | 2,333 | $255K |
| GeoWealth Management, LLC | 0.01% | Reduce -74.1% | 2,332 | $255K |
| Aberdeen Wealth Management LLC | 0.17% | No change | 2,330 | $255K |
| Concentrum Wealth Management | 0.08% | Reduce -91.1% | 2,330 | $255K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -6.5% | 2,328 | $254K |
| Dudley Capital Management, LLC | 0.13% | Reduce -88.2% | 2,314 | $253K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -15.5% | 2,309 | $252K |
| MJP Associates Inc. | 0.04% | Add +12.5% | 2,305 | $252K |
| Sfmg, LLC | 0.02% | Reduce -1.1% | 2,302 | $252K |
| Park National Corp. | 0.01% | New | 2,299 | $251K |
| Strategy Asset Managers LLC | 0.05% | Reduce -10.0% | 2,297 | $251K |
| Summit Global Investments | 0.01% | New | 2,297 | $251K |
| Partners in Financial Planning | 0.05% | Reduce -19.3% | 2,294 | $251K |
| D.B. Root & Company, LLC | 0.07% | Reduce -6.8% | 2,290 | $250K |
| Voisard Asset Management Group, Inc. | 0.06% | Add +1.6% | 2,287 | $250K |
| New Insight Wealth Advisors | 0.10% | Reduce -5.5% | 2,286 | $250K |
| Farmers National Bank | 0.07% | Reduce -7.2% | 2,286 | $250K |
| Eq LLC | 0.10% | Reduce -83.3% | 2,284 | $250K |
| Syntegra Private Wealth Group, LLC | 0.03% | New | 2,273 | $248K |
| Brookwood Investment Group LLC | 0.04% | Reduce -19.1% | 2,264 | $247K |
| REDW Wealth LLC | 0.10% | Reduce -2.8% | 2,260 | $247K |
| Gimbal Financial | 0.15% | No change | 2,258 | $247K |
| Ruggaard & Associates LLC | 0.10% | Reduce -51.8% | 2,248 | $246K |
| Phillips Wealth Planners LLC | 0.22% | New | 2,190 | $245K |
| Patron Partners, LLC | 0.12% | No change | 2,240 | $245K |
| Guidance Capital, Inc. | 0.07% | Reduce -3.0% | 2,252 | $244K |
| Schnieders Capital Management LLC | 0.04% | Add +1.7% | 2,232 | $244K |
| Dentgroup LLC | 0.17% | Reduce -37.9% | 2,228 | $244K |
| Madrona Financial Services, LLC | 0.06% | Add +0.1% | 2,217 | $242K |
| Tempus Wealth Planning, LLC | 0.06% | Reduce -3.7% | 2,215 | $242K |
| Chris Bulman Inc | 0.14% | No change | 2,211 | $242K |
| Brooklyn Investment Group | 0.03% | Add +95.6% | 2,206 | $241K |
| Petix & Botte Co | 0.06% | No change | 2,202 | $241K |
| Richardson Capital Management LLC | 0.13% | Reduce -0.9% | 2,200 | $240K |
| Everhart Financial Group, Inc. | 0.03% | Add +1.6% | 2,187 | $239K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | Reduce -8.5% | 2,182 | $238K |
| Integrity Wealth Solutions LLC | 0.12% | Add +0.8% | 2,181 | $238K |
| Patten Group, Inc. | 0.05% | Reduce -30.8% | 2,181 | $238K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.7% | 2,178 | $238K |
| MRWM Advisors, LLC | 0.15% | Reduce -0.6% | 2,171 | $237K |
| Beaton Management Co. Inc. | 0.12% | Reduce -1.1% | 2,164 | $237K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -5.7% | 2,163 | $236K |
| 4WEALTH Advisors, Inc. | 0.25% | New | 2,162 | $236K |
| MY Wealth Management Inc. | 0.23% | Reduce -3.8% | 2,160 | $236K |
| Pegasus Asset Management, Inc. | 0.08% | Reduce -30.5% | 2,155 | $236K |
| Navis Wealth Advisors, LLC | 0.20% | Add +0.1% | 2,154 | $235K |
| Rosenberg Matthew Hamilton | 0.05% | Reduce -10.8% | 2,151 | $235K |
| Purkiss Capital Advisors LLC | 0.13% | New | 2,151 | $235K |
| Fayez Sarofim & Co | 0.00% | No change | 2,146 | $235K |
| Claris Financial LLC | 0.18% | Reduce -20.1% | 2,141 | $234K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -54.8% | 2,139 | $234K |
| Dogwood Wealth Management LLC | 0.11% | Add +4.5% | 2,080 | $233K |
| SRH Advisors, LLC | 0.07% | No change | 2,129 | $233K |
| Elevatus Welath Management | 0.08% | Reduce -37.5% | 2,123 | $232K |
| ADG Wealth Management Group, LLC | 0.20% | Reduce -96.2% | 2,122 | $232K |
| Amarillo National Bank | 0.04% | No change | 2,121 | $232K |
| CPA Asset Management Group, LLC | 0.10% | No change | 2,114 | $231K |
| Bank Pictet & Cie (Europe) AG | 0.00% | No change | 2,110 | $231K |
| Heron Bay Capital Management | 0.05% | Reduce -97.7% | 2,108 | $230K |
| Heritage Financial Services, LLC | 0.02% | Add +0.6% | 2,105 | $230K |
| ICW Investment Advisors LLC | 0.09% | Reduce -0.9% | 2,103 | $230K |
| Compass Planning Associates Inc | 0.21% | Add +23.5% | 2,103 | $230K |
| FSB Premier Wealth Management, Inc. | 0.08% | New | 2,099 | $229K |
| LongView Wealth Management | 0.07% | Reduce -21.6% | 2,096 | $229K |
| Kapstone Financial Advisors LLC | 0.11% | No change | 2,085 | $228K |
| James Investment Research, Inc. | 0.03% | Reduce -79.5% | 2,085 | $228K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -61.4% | 2,083 | $228K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -1.2% | 2,082 | $227K |
| Eclectic Associates Inc. | 0.05% | No change | 2,072 | $226K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -15.4% | 2,069 | $226K |
| Taylor & Morgan Wealth Management, LLC | 0.15% | New | 2,060 | $225K |
| PDS Planning, Inc | 0.02% | Reduce -0.8% | 2,055 | $225K |
| Schorn Wealth LLC | 0.07% | No change | 2,054 | $224K |
| L2 Asset Management, LLC | 0.04% | New | 2,051 | $224K |
| Lantern Wealth Advisors, LLC | 0.13% | — | 2,045 | $224K |
| Platform Technology Partners | 0.06% | New | 2,042 | $223K |
| Tenon Financial LLC | 0.10% | No change | 2,040 | $223K |
| Legacy Advisors, LLC | 3.51% | — | 24,304 | $222K |
| Novus Advisors, LLC | 0.34% | Reduce -18.8% | 2,031 | $222K |
| Reliant Investment Partners, LLC | 0.19% | No change | 2,030 | $222K |
| Red Door Wealth Management, LLC | 0.03% | Add +3.0% | 2,030 | $222K |
| Flow Traders U.S. LLC | 0.01% | New | 2,022 | $221K |
| Hughes Financial Services, LLC | 0.04% | Reduce -79.0% | 1,976 | $219K |
| Versant Capital Management, Inc | 0.03% | Add +22.2% | 1,995 | $218K |
| Hemington Wealth Management | 0.03% | Add +0.1% | 1,996 | $218K |
| Slagle Financial, LLC | 0.09% | New | 1,982 | $217K |
| Quartz Partners, LLC | 0.10% | Reduce -25.3% | 1,981 | $217K |
| Maryland Capital Advisors Inc. | 0.08% | No change | 1,980 | $216K |
| City State Bank | 0.07% | Reduce -15.6% | 1,978 | $216K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.07% | No change | 1,972 | $216K |
| Heritage Wealth Management, Inc. | 0.07% | Reduce -0.6% | 1,969 | $215K |
| Stablepoint Partners, LLC | 0.04% | Add +0.7% | 1,969 | $215K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -42.7% | 1,968 | $215K |
| Zullo Investment Group, Inc. | 0.09% | Reduce -3.7% | 1,967 | $215K |
| Bernardo Wealth Planning LLC | 0.05% | Reduce -9.8% | 1,958 | $214K |
| LM Advisors LLC | 0.03% | No change | 1,957 | $214K |
| Goodwin Investment Advisory | 0.25% | Reduce -0.1% | 1,958 | $214K |
| Kesler, Norman & Wride, LLC | 0.04% | New | 1,957 | $214K |
| LifePlan Financial, LLC | 0.18% | New | 1,948 | $213K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 1,946 | $213K |
| 4J Wealth Management LLC | 0.14% | Reduce -14.9% | 1,945 | $213K |
| Summit Wealth Group LLC / Co. | 0.05% | — | 1,942 | $212K |
| Ascent Wealth Partners, LLC | 0.03% | Reduce -12.8% | 1,941 | $212K |
| Trust Co of the South | 0.04% | No change | 1,939 | $212K |
| Blue Edge Capital, LLC | 0.03% | Reduce -1.7% | 1,936 | $212K |
| Fca Corp. | 0.06% | No change | 1,933 | $211K |
| Valued Wealth Advisors LLC | 0.11% | Add +0.6% | 1,919 | $210K |
| Financial Insights, Inc. | 0.08% | New | 1,912 | $209K |
| Catalina Capital Group, LLC | 0.14% | Reduce -3.7% | 1,907 | $208K |
| Wealth Quarterback LLC | 0.10% | Reduce -31.3% | 1,905 | $208K |
| Blue Fin Capital, Inc. | 0.04% | New | 1,900 | $208K |
| Northwest Wealth Management, LLC | 0.04% | New | 1,899 | $208K |
| Frisco Financial Planning LLC | 0.19% | Add +1.9% | 1,897 | $207K |
| Oak Harvest Investment Services | 0.03% | New | 1,892 | $207K |
| Kera Capital Partners, Inc. | 0.04% | New | 1,887 | $206K |
| Proactive Wealth Strategies LLC | 0.10% | New | 1,885 | $206K |
| Nicollet Investment Management, Inc. | 0.07% | New | 1,885 | $206K |
| Jim Saulnier & Associates, LLC | 0.14% | New | 1,882 | $206K |
| Piscataqua Savings Bank | 0.17% | Add +110.6% | 1,872 | $205K |
| Legacy Bridge, LLC | 0.10% | No change | 1,871 | $204K |
| Sierra Ocean, LLC | 0.15% | Reduce -10.1% | 1,870 | $204K |
| Waterfront Wealth Inc. | 0.05% | New | 1,869 | $204K |
| Tanager Wealth Management LLP | 0.02% | New | 1,868 | $204K |
| Hamilton Capital, LLC | 0.01% | New | 1,865 | $204K |
| Northeast Planning Associates, Inc. / NH / | 0.19% | Reduce -4.4% | 1,865 | $204K |
| Walled Lake Planning & Wealth Management, LLC | 0.07% | New | 1,859 | $203K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | New | 1,861 | $203K |
| North Star Asset Management Inc. | 0.01% | New | 1,851 | $202K |
| Morton Capital Management LLC | 0.04% | Reduce -4.8% | 1,849 | $202K |
| Arista Wealth Management, LLC | 0.03% | New | 1,848 | $202K |
| Welch Group, LLC | 0.01% | New | 1,840 | $201K |
| MIdWestOne Financial Group, Inc. | 0.03% | New | 1,840 | $201K |
| Mission Creek Capital Partners, Inc. | 0.04% | New | 1,840 | $201K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -39.0% | 1,839 | $201K |
| Lakeshore Capital Group, Inc. | 0.18% | New | 1,837 | $201K |
| Investment Partners, LTD. | 0.08% | New | 1,835 | $201K |
| Hilltop Partners LLC | 0.06% | New | 1,834 | $200K |
| Milestones Private Investment Advisors LLC | 0.15% | — | 1,830 | $200K |
| Jacobs & Co. | 0.02% | New | 1,836 | $200K |
| First Financial Corp. | 0.09% | No change | 1,818 | $199K |
| Beacon Capital Management, LLC | 0.03% | Reduce -22.4% | 1,802 | $197K |
| Schroder Investment Management Group | 0.00% | No change | 1,800 | $197K |
| Manchester Capital Management LLC | 0.03% | No change | 1,800 | $197K |
| Fairman Group, LLC | 0.16% | Reduce -21.8% | 1,790 | $196K |
| Investment Research & Advisory Group, Inc. | 0.07% | Add +0.1% | 1,777 | $194K |
| Cheviot Value Management, LLC | 0.02% | No change | 1,695 | $188K |
| High Note Wealth, LLC | 0.04% | No change | 1,700 | $186K |
| Group One Trading LLC | 0.01% | New | 1,699 | $186K |
| Twin Peaks Wealth Advisors, LLC | 0.06% | New | 1,606 | $184K |
| Topsail Wealth Management, LLC | 0.03% | Add +0.1% | 1,673 | $183K |
| Gen-Wealth Partners Inc | 0.07% | Reduce -14.3% | 1,650 | $180K |
| MGB Wealth Management, LLC | 0.06% | Add +18.1% | 1,630 | $178K |
| Ballast Advisors LLC | 0.05% | Reduce -8.1% | 1,598 | $175K |
| Independence Bank of Kentucky | 0.02% | Reduce -6.2% | 1,598 | $175K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -29.9% | 1,585 | $173K |
| Red Tortoise LLC | 0.08% | No change | 1,545 | $169K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | No change | 1,541 | $168K |
| Atwood & Palmer Inc. | 0.01% | Add +12.0% | 1,498 | $164K |
| Cape Investment Advisory, Inc. | 0.06% | Reduce -78.3% | 1,475 | $161K |
| Headlands Technologies LLC | 0.02% | Add +581.9% | 1,466 | $160K |
| Wagner Wealth Management, LLC | 0.04% | No change | 1,435 | $157K |
| CGC Financial Services, LLC | 0.05% | No change | 1,348 | $147K |
| Legacy Investment Solutions, LLC | 0.08% | — | 1,323 | $145K |
| Legacy Wealth Managment, LLC | 0.08% | Reduce -23.8% | 1,323 | $145K |
| Lavaca Capital LLC | 0.06% | Add +61.0% | 1,319 | $144K |
| Horizon Bancorp Inc. | 0.07% | Add +8666.7% | 1,315 | $144K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +7464.7% | 1,286 | $141K |
| Creative Capital Management Investments LLC | 0.05% | Reduce -23.9% | 1,275 | $139K |
| Granite Investment Partners, LLC | 0.01% | No change | 1,270 | $139K |
| Realta Investment Advisors | 0.05% | Reduce -38.3% | 1,251 | $137K |
| Islay Capital Management, LLC | 0.09% | Reduce -17.2% | 1,231 | $135K |
| Optimum Investment Advisors | 0.06% | No change | 1,229 | $134K |
| Tucker Asset Management LLC | 0.04% | Reduce -61.8% | 1,203 | $131K |
| Darwin Wealth Management, LLC | 0.05% | Reduce -13.5% | 1,202 | $131K |
| Global Trust Asset Management, LLC | 0.07% | Reduce -76.7% | 1,197 | $131K |
| Register Financial Advisors LLC | 0.05% | Reduce -6.8% | 1,134 | $124K |
| SYM FINANCIAL Corp | 0.01% | Add +94.0% | 1,133 | $124K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +74.3% | 1,112 | $121K |
| Avalon Trust Co | 0.01% | New | 1,103 | $121K |
| Stephens Consulting, LLC | 0.03% | Add +95.3% | 1,092 | $119K |
| Morling Financial Advisors, LLC | 0.04% | No change | 1,088 | $119K |
| North Capital, Inc. | 0.10% | No change | 1,087 | $119K |
| Evensky & Katz LLC | 0.01% | Reduce -9.0% | 1,067 | $117K |
| Addison Advisors LLC | 0.03% | No change | 1,055 | $115K |
| Lowe Wealth Advisors, LLC | 0.04% | No change | 1,036 | $113K |
| Ceeto Capital Group, LLC | 0.04% | No change | 1,036 | $113K |
| Marshall & Sterling Wealth Advisors Inc. | 0.08% | Reduce -94.8% | 1,031 | $112K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,027 | $112K |
| Logan Capital Management Inc. | 0.01% | Reduce -10.1% | 1,000 | $109K |
| Comprehensive Financial Planning, Inc. | 0.08% | Add +0.3% | 972 | $106K |
| MTM Investment Management, LLC | 0.04% | Add +0.1% | 965 | $105K |
| Raffa Wealth Management, LLC | 0.02% | No change | 963 | $105K |
| Armor Investment Advisors, LLC | 0.04% | No change | 956 | $105K |
| Acima Private Wealth, LLC | 0.04% | No change | 953 | $104K |
| Old Second National Bank of Aurora | 0.02% | Reduce -55.6% | 927 | $101K |
| Icon Wealth Advisors, LLC | 0.01% | New | 920 | $101K |
| Disciplina Capital Management LLC | 0.01% | No change | 919 | $100K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Reduce -13.1% | 915 | $100K |
| Wealth Preservation Advisors, LLC | 0.06% | Reduce -31.4% | 909 | $99K |
| Main Management LLC | 0.01% | Reduce -16.1% | 905 | $99K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.04% | No change | 900 | $98K |
| Premier Financial Group | 0.03% | — | 840 | $95K |
| Pin Oak Investment Advisors Inc. | 0.08% | No change | 912 | $95K |
| Pacifica Partners Inc. | 0.04% | Reduce -10.4% | 865 | $95K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -7.4% | 861 | $94K |
| Capital A Wealth Management, LLC | 1.03% | New | 847 | $92K |
| Stone House Investment Management, LLC | 0.02% | Add +9.6% | 832 | $91K |
| Reyes Financial Architecture, Inc. | 0.08% | No change | 824 | $90K |
| Morton Brown Family Wealth, LLC | 0.03% | Reduce -3.7% | 824 | $90K |
| Briaud Financial Planning Inc | 0.04% | No change | 832 | $90K |
| Essential Partners LLC | 0.04% | — | 803 | $88K |
| Wood Tarver Financial Group, LLC | 0.03% | Reduce -5.9% | 802 | $87K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 780 | $85K |
| JDM Financial Group LLC | 0.04% | No change | 762 | $83K |
| Transce3nd, LLC | 0.03% | Reduce -2.8% | 744 | $81K |
| Banque Cantonale Vaudoise | 0.00% | No change | 738 | $81K |
| Gitterman Wealth Management, LLC | 0.02% | New | 720 | $79K |
| Elevate Wealth Advisory, Inc. | 0.06% | Add +544.1% | 715 | $78K |
| LRI Investments, LLC | 0.01% | Add +0.1% | 711 | $78K |
| North Ridge Wealth Advisors, Inc. | 0.05% | No change | 700 | $77K |
| GoalVest Advisory LLC | 0.02% | Reduce -58.0% | 699 | $76K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -45.6% | 690 | $75K |
| BankPlus Trust Department | 0.02% | Reduce -37.1% | 678 | $74K |
| Nemes Rush Group LLC | 0.01% | Add +9.6% | 674 | $74K |
| FWL Investment Management, LLC | 0.02% | Reduce -38.0% | 656 | $72K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Reduce -2.1% | 636 | $70K |
| Barnes Dennig Private Wealth Management LLC | 0.08% | New | 638 | $70K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 638 | $70K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 635 | $69K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 635 | $69K |
| Chapman Financial Group, LLC | 0.06% | — | 628 | $69K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Reduce -76.5% | 616 | $67K |
| REAP Financial Group, LLC | 0.02% | Add +8.2% | 605 | $66K |
| Windsor Advisory Group, LLC | 0.09% | Add +38.6% | 589 | $64K |
| FSA Wealth Management LLC | 0.02% | No change | 1,005 | $62K |
| Highline Wealth Partners LLC | 0.02% | Add +2635.0% | 547 | $60K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 533 | $60K |
| West Branch Capital LLC | 0.02% | Reduce -21.7% | 540 | $59K |
| NFSG Corp | 0.01% | Reduce -27.1% | 527 | $58K |
| MPWM Advisory Solutions, LLC | 0.04% | Add +16.1% | 511 | $56K |
| WealthCollab, LLC | 0.03% | No change | 502 | $55K |
| Moser Wealth Advisors, LLC | 0.03% | Reduce -52.1% | 500 | $55K |
| Fairscale Capital, LLC | 0.04% | No change | 495 | $55K |
| Winch Advisory Services, LLC | 0.01% | No change | 496 | $54K |
| Capital Investment Counsel, Inc | 0.01% | No change | 496 | $54K |
| Compass Financial Services Inc | 0.03% | Add +0.2% | 480 | $52K |
| VSM Wealth Advisory, LLC | 0.02% | Reduce -6.5% | 474 | $52K |
| Nalls Sherbakoff Group, LLC | 0.04% | Add +0.4% | 474 | $52K |
| Park Square Financial Group, LLC | 0.04% | Reduce -29.3% | 466 | $51K |
| Quaker Wealth Management, LLC | 0.02% | — | 452 | $49K |
| Evolution Advisers, Inc. | 0.02% | No change | 444 | $48K |
| Holos Integrated Wealth LLC | 0.03% | Reduce -28.6% | 420 | $47K |
| Country Trust Bank | 0.00% | Reduce -51.9% | 417 | $46K |
| Financial Network Wealth Advisors LLC | 0.05% | Reduce -3.8% | 410 | $45K |
| Toth Financial Advisory Corp. | 0.01% | Add +8.5% | 409 | $45K |
| Graney & King, LLC | 0.03% | Add +2.8% | 409 | $45K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.3% | 401 | $44K |
| Robinswood Financial LLC | 0.01% | Add +0.3% | 384 | $42K |
| Coston, McIsaac & Partners | 0.01% | No change | 385 | $42K |
| Millstone Evans Group, LLC | 0.03% | Reduce -17.2% | 375 | $41K |
| Perkins Coie Trust Co | 0.01% | Add +30.1% | 372 | $41K |
| Navigoe, LLC | 0.03% | Reduce -7.0% | 375 | $40K |
| Marshall & Sullivan Inc. | 0.02% | New | 351 | $38K |
| Rise Advisors, LLC | 0.02% | Reduce -23.0% | 351 | $38K |
| WFA Asset Management Corp | 0.02% | No change | 330 | $35K |
| Pflug Koory, LLC | 0.02% | Add +0.3% | 317 | $35K |
| Advantage Trust Co | 0.02% | No change | 307 | $34K |
| Kiker Wealth Management, LLC | 0.02% | Reduce -77.5% | 299 | $33K |
| Riverview Trust Co | 0.04% | No change | 297 | $32K |
| Sittner & Nelson, LLC | 0.01% | No change | 292 | $32K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 291 | $32K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 290 | $32K |
| Pineridge Advisors LLC | 0.01% | Reduce -0.3% | 282 | $31K |
| Minot DeBlois Advisors LLC | 0.03% | No change | 277 | $30K |
| Bulwark Capital Corp | 0.03% | — | 272 | $30K |
| Clarity Asset Management, Inc. | 0.02% | Add +9.3% | 271 | $30K |
| Curio Wealth, LLC | 0.01% | Add +26900.0% | 270 | $30K |
| Covestor Ltd | 0.02% | Add +92.0% | 265 | $29K |
| Hoey Investments, Inc. | 0.00% | Reduce -1.5% | 264 | $29K |
| Grand Wealth Management, LLC | 0.01% | No change | 263 | $29K |
| Tidemark, LLC | 0.01% | Add +15.6% | 260 | $28K |
| RMG Wealth Management LLC | 0.00% | — | 245 | $27K |
| Redwood Park Advisors LLC | 0.02% | Add +0.4% | 251 | $27K |
| Murphy & Mullick Capital Management Corp | 0.02% | Reduce -28.6% | 250 | $27K |
| Peoples Financial Services Corp. | 0.01% | No change | 250 | $27K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -11.8% | 247 | $27K |
| Evergreen Private Wealth LLC | 0.01% | No change | 239 | $26K |
| Founders Capital Management | 0.02% | Add +0.4% | 238 | $26K |
| Front Row Advisors LLC | 0.01% | Reduce -7.8% | 235 | $26K |
| Signature Resources Capital Management, LLC | 0.02% | Reduce -8.4% | 228 | $25K |
| Nova Wealth Management, Inc. | 0.02% | Add +121.0% | 221 | $24K |
| DecisionPoint Financial, LLC | 0.01% | No change | 214 | $24K |
| Heritage Wealth Advisors | 0.00% | No change | 208 | $23K |
| Archer Investment Corp | 0.01% | Reduce -2.9% | 204 | $22K |
| Investors Research Corp | 0.00% | No change | 204 | $22K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -32.8% | 203 | $22K |
| Field & Main Bank | 0.01% | No change | 200 | $22K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 187 | $20K |
| Safe Harbor Fiduciary, LLC | 0.02% | New | 178 | $19K |
| Delta Asset Management LLC | 0.00% | No change | 172 | $19K |
| Tradewinds Capital Management, LLC | 0.00% | Add +36.0% | 170 | $19K |
| Morgan Dempsey Capital Management LLC | 0.01% | New | 162 | $18K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 154 | $17K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -42.7% | 153 | $17K |
| New Millennium Group LLC | 0.01% | No change | 150 | $16K |
| Boreal Capital Management LLC | 0.02% | — | 150 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 147 | $16K |
| Frazier Financial Advisors, LLC | 0.01% | Add +25.6% | 147 | $16K |
| Kopp Family Office, LLC | 0.01% | No change | 141 | $15K |
| Peterson Wealth Services | 0.00% | No change | 140 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Add +114.1% | 137 | $15K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 136 | $15K |
| Breakwater Investment Management | 0.01% | No change | 136 | $15K |
| Legend Financial Advisors, Inc. | 0.01% | New | 130 | $14K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -15.9% | 127 | $14K |
| Financial Gravity Companies, Inc. | 0.00% | — | 123 | $13K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -54.6% | 113 | $12K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 108 | $12K |
| WPG Advisers, LLC | 0.01% | Add +41.3% | 106 | $12K |
| Atlantic Private Wealth, LLC | 0.01% | Add +8.4% | 103 | $11K |
| Total Investment Management Inc. | 0.00% | New | 103 | $11K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 102 | $11K |
| First United Bank & Trust | 0.00% | No change | 95 | $10K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 93 | $10K |
| PFS Partners, LLC | 0.00% | Add +1.2% | 87 | $9K |
| AllSquare Wealth Management LLC | 0.01% | No change | 86 | $9K |
| Resources Management Corp. /CT/ | 0.00% | No change | 81 | $9K |
| Kings Path Partners LLC | 0.00% | Reduce -57.3% | 82 | $9K |
| Your Advocates Ltd., LLP | 0.00% | Reduce -26.1% | 82 | $9K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | Add +1.3% | 80 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 79 | $9K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 78 | $9K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -35.3% | 75 | $8K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 67 | $7K |
| Aventura Private Wealth, LLC | 0.00% | Add +425.0% | 63 | $7K |
| Evolution Wealth Management Inc. | 0.01% | — | 62 | $7K |
| Gables Capital Management Inc. | 0.00% | No change | 60 | $7K |
| Financial Management Professionals, Inc. | 0.00% | No change | 55 | $6K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | Reduce -96.3% | 53 | $6K |
| Kozak & Associates, Inc. | 0.00% | No change | 50 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -93.2% | 51 | $6K |
| Luminist Capital LLC | 0.01% | No change | 50 | $6K |
| Kilter Group LLC | 0.00% | New | 48 | $5K |
| Byrne Asset Management LLC | 0.00% | Reduce -29.4% | 48 | $5K |
| TOWER TRUST & INVESTMENT Co | 0.00% | No change | 40 | $4K |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 30 | $3K |
| Future Financial Wealth Managment LLC | 0.00% | Reduce -85.7% | 30 | $3K |
| SWAN Capital LLC | 0.00% | Reduce -24.2% | 25 | $3K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 24 | $3K |
| Pingora Partners LLC | 0.00% | No change | 23 | $3K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 18 | $2K |
| Mendota Financial Group, LLC | 0.00% | No change | 18 | $2K |
| Northwest Capital Management Inc | 0.00% | Reduce -94.5% | 17 | $2K |
| Cardinal Strategic Wealth Guidance | 0.00% | Reduce -88.1% | 16 | $2K |
| Promus Capital, LLC | 0.00% | Reduce -36.8% | 12 | $1K |
| Chilton Capital Management LLC | 0.00% | New | 11 | $1K |
| Integrity Financial Corp | 0.00% | No change | 11 | $1K |
| London Co. of Virginia | 0.00% | Reduce -95.0% | 10 | $1K |
| 1 North Wealth Services LLC | 0.00% | No change | 9 | $984 |
| Morse Asset Management, Inc | 0.00% | No change | 8 | $874 |
| New England Capital Financial Advisors LLC | 0.00% | New | 2 | $219 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 2 | $173 |
"% 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.