iShares Core S&P Small-Cap EIJRETF
13F holders, Q4 2025 (December 31)2,741holders +212
135new positions
92sold out
8famous investors
$120.03avg. 13F price*
At the end of Q4 2025, 2,741 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, up 212 from Q3 2025. 135 opened new positions and 92 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($5.1B), Bank of America Corp. ($4.0B) and FMR LLC ($2.6B). 8 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 135 | $398.2M |
| Exits | 92 | $129.2M |
All 13F filers, Q3 2025 → Q4 2025: 31,440,612 shares bought and 18,485,232 shares sold, net +12,955,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,741 holders
| Northwestern Mutual Wealth Management Co. | 3.23% | Add +0.6% | 42,562,587 | $5.1B |
| Bank of America Corp. | 0.29% | Add +6.0% | 33,605,423 | $4.0B |
| FMR LLC | 0.13% | Add +14.9% | 21,386,228 | $2.6B |
| Morgan Stanley | 0.13% | Add +0.5% | 18,064,089 | $2.2B |
| LPL Financial LLC | 0.58% | Add +6.0% | 17,525,618 | $2.1B |
| Envestnet Asset Management Inc. | 0.58% | Add +10.8% | 16,340,857 | $2.0B |
| Jones Financial Companies LLLP | 1.19% | Add +9.2% | 16,260,705 | $2.0B |
| Wells Fargo & Company | 0.35% | Reduce -2.9% | 14,958,652 | $1.8B |
| Raymond James Financial Inc. | 0.53% | Add +2.7% | 14,095,517 | $1.7B |
| Bank of New York Mellon Corp | 0.26% | Reduce -0.1% | 12,056,292 | $1.4B |
| UBS Group AG | 0.23% | Reduce -7.7% | 9,577,268 | $1.2B |
| Northern Trust Corp. | 0.14% | Add +0.8% | 9,440,907 | $1.1B |
| BlackRock, Inc. | 0.02% | Add +2.2% | 8,519,398 | $1.0B |
| PNC Financial Services Group, Inc. | 0.52% | Add +1.0% | 7,957,626 | $956.3M |
| Financial Engines Advisors L.L.C. | 1.78% | Add +0.6% | 7,821,522 | $940.0M |
| Royal Bank of Canada | 0.15% | Add +2.7% | 7,286,580 | $875.7M |
| Goldman Sachs Group Inc. | 0.11% | Add +1.0% | 6,472,847 | $777.9M |
| First Command Advisory Services, Inc. | 5.42% | Add +0.8% | 6,469,879 | $777.5M |
| Northwestern Mutual Investment Management Company, LLC | 8.75% | Add +35.0% | 6,236,257 | $749.5M |
| Baird Financial Group, Inc. | 1.15% | Add +6.3% | 6,133,925 | $737.2M |
| Glenmede Trust Co. NA | 2.82% | — | 4,957,174 | $595.8M |
| US Bancorp \de | 0.69% | Reduce -1.4% | 4,898,843 | $588.7M |
| Truist Financial Corp. | 0.75% | Add +14.0% | 4,644,219 | $558.1M |
| Ameriprise Financial Inc. | 0.12% | Reduce -6.6% | 4,544,878 | $546.2M |
| Regions Financial Corp. | 3.08% | Add +4.7% | 4,010,129 | $481.9M |
| Keybank National Association | 1.64% | Add +0.9% | 3,813,247 | $458.3M |
| Cerity Partners LLC | 0.64% | Reduce -9.7% | 3,658,671 | $439.7M |
| Acorns Advisers, LLC | 3.26% | Add +4.0% | 3,609,845 | $433.8M |
| HighTower Advisors, LLC | 0.44% | Add +12.4% | 3,346,705 | $402.2M |
| Cresset Asset Management, LLC | 1.64% | Add +3.6% | 3,219,604 | $386.9M |
| Commonwealth Equity Services, LLC | 0.50% | Reduce -10.0% | 3,103,300 | $373.0M |
| Provida Pension Fund Administrator | 6.44% | Reduce -19.8% | 3,099,881 | $372.5M |
| Cetera Investment Advisers | 0.37% | Add +6.9% | 2,847,846 | $342.3M |
| Wealth Enhancement Advisory Services, LLC | 0.41% | Reduce -0.0% | 2,446,835 | $305.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -54.3% | 2,349,121 | $282.3M |
| Alesco Advisors, LLC, An ESL Co | 7.18% | Reduce -1.1% | 2,308,209 | $277.4M |
| Pathstone Holdings, LLC | 1.06% | Reduce -0.1% | 2,289,258 | $275.3M |
| Circle Wealth Management, LLC | 4.24% | Add +8.8% | 2,289,101 | $275.1M |
| Corient Private Wealth LP | 0.36% | Add +28.5% | 2,227,407 | $268.0M |
| Millburn Ridgefield LLC | 6.36% | Add +0.6% | 2,221,679 | $267.0M |
| Catalyst Capital Advisors LLC | 5.49% | Add +0.6% | 2,221,679 | $267.0M |
| Nationwide Fund Advisors | 10.83% | Add +98.8% | 2,103,860 | $252.8M |
| Fifth Third Bancorp | 0.79% | Add +1.8% | 2,057,293 | $247.2M |
| MAI Capital Management | 1.41% | Add +1.2% | 2,031,625 | $244.2M |
| Valeo Financial Advisors, LLC | 5.42% | Reduce -3.9% | 2,213,376 | $243.7M |
| Wealthspire Advisors, LLC | 1.82% | Reduce -48.8% | 1,901,977 | $228.6M |
| Focus Partners Wealth | 0.24% | Add +63.4% | 1,745,654 | $209.8M |
| Mariner, LLC | 0.25% | Add +0.3% | 1,742,455 | $209.4M |
| Clark Capital Management Group, Inc. | 1.26% | Add +34.7% | 1,700,959 | $204.4M |
| Stifel Financial Corp. | 0.18% | Add +3.8% | 1,700,696 | $204.4M |
| Haverford Trust Co | 1.81% | Reduce -0.0% | 1,690,047 | $203.1M |
| Bank of Montreal | 0.08% | Reduce -1.2% | 1,679,293 | $201.8M |
| Rockefeller Capital Management L.P. | 0.34% | Add +11.3% | 1,592,209 | $191.4M |
| Steward Partners Investment Advisory, LLC | 1.05% | Add +3.6% | 1,587,359 | $190.8M |
| Janney Montgomery Scott LLC | 0.43% | Add +99.8% | 1,555,996 | $187.0M |
| Osaic Holdings, Inc. | 0.27% | Reduce -4.8% | 1,551,039 | $186.5M |
| Moneta Group Investment Advisors LLC | 1.34% | Reduce -0.5% | 1,470,990 | $176.8M |
| Modera Wealth Management, LLC | 1.96% | Reduce -2.5% | 1,410,349 | $169.5M |
| MML Investors Services, LLC | 0.40% | Add +11.8% | 1,353,378 | $162.6M |
| Bridges Investment Management Inc. | 2.02% | Add +2.3% | 1,323,661 | $159.1M |
| Mercer Global Advisors Inc. | 0.24% | Add +22.4% | 1,326,065 | $158.9M |
| Creative Planning | 0.11% | Reduce -1.2% | 1,256,421 | $151.0M |
| Allworth Financial LP | 0.61% | Add +1.3% | 1,244,075 | $149.5M |
| United Capital Financial Advisors, LLC | 0.87% | Add +9.9% | 1,195,539 | $143.7M |
| Teacher Retirement System of Texas | 0.49% | Add +92.0% | 1,185,799 | $142.5M |
| Farmers & Merchants Investments Inc. | 3.93% | Add +2.7% | 1,182,618 | $142.1M |
| Assetmark, Inc. | 0.28% | Add +24.5% | 1,156,422 | $139.0M |
| Comerica Bank | 0.53% | Reduce -3.4% | 1,104,333 | $132.7M |
| Mesirow Financial Investment Management, Inc. | 2.69% | Reduce -26.3% | 1,088,751 | $130.8M |
| Bleakley Financial Group, LLC | 2.26% | Add +294.4% | 1,083,743 | $130.2M |
| Franklin Resources Inc. | 0.03% | Add +9.2% | 1,064,748 | $128.0M |
| Brown Advisory Inc. | 0.18% | Add +23.7% | 1,052,614 | $126.5M |
| State Street Corp. | 0.00% | Reduce -25.3% | 1,021,758 | $122.8M |
| Acropolis Investment Management, LLC | 5.41% | Add +2.0% | 999,769 | $120.2M |
| M&T Bank Corp | 0.38% | Reduce -0.8% | 983,702 | $118.2M |
| Beacon Investment Advisory Services, Inc. | 4.61% | Add +5.7% | 939,329 | $112.9M |
| WestEnd Advisors, LLC | 2.56% | New | 915,298 | $110.0M |
| Victory Capital Management Inc. | 0.06% | Add +106.6% | 908,578 | $109.2M |
| Bessemer Group Inc. | 0.16% | Add +8.4% | 887,260 | $106.6M |
| Atlantic Union Bankshares Corp | 2.00% | Reduce -0.7% | 887,029 | $106.6M |
| Captrust Financial Advisors | 0.20% | Add +2.0% | 860,161 | $103.4M |
| Members Trust Co | 3.32% | Add +0.2% | 846,755 | $101.8M |
| Destination Wealth Management | 2.64% | Add +0.4% | 840,394 | $101.0M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +9.8% | 834,717 | $100.3M |
| Missouri Education Pension Trust | 28.56% | — | 830,221 | $99.8M |
| &partners | 0.51% | Add +6.6% | 807,702 | $97.1M |
| Whittier Trust Co. | 0.94% | Add +3.4% | 695,194 | $86.7M |
| Kestra Advisory Services, LLC | 0.35% | Add +1.1% | 698,563 | $84.0M |
| Sequoia Financial Advisors, LLC | 0.46% | Add +19.9% | 689,326 | $82.8M |
| Glenview Trust Co | 1.27% | Add +1.1% | 686,681 | $82.5M |
| First Interstate Bank | 4.35% | Add +0.8% | 674,900 | $81.1M |
| Farther Finance Advisors, LLC | 0.85% | Add +31.2% | 659,156 | $79.2M |
| Ally Financial Inc. | 9.41% | No change | 641,000 | $77.0M |
| Accredited Investors Inc. | 4.06% | Add +0.3% | 636,486 | $76.5M |
| Steele Capital Management, Inc. | 3.25% | Add +2.2% | 630,262 | $75.7M |
| Natixis Advisors, LLC | 0.11% | Reduce -0.5% | 628,102 | $75.5M |
| Lido Advisors, LLC | 0.30% | Add +74.2% | 629,273 | $75.4M |
| Mission Wealth Management, LP | 1.49% | Add +4.4% | 606,886 | $72.9M |
| SWF LLC | 7.28% | No change | 599,244 | $72.0M |
| NewEdge Advisors, LLC | 0.26% | Reduce -0.2% | 598,637 | $71.9M |
| Sage Financial Group Inc. | 4.71% | Add +2.2% | 592,334 | $71.2M |
| Alaska Permanent Capital Management, LLC | 5.28% | Add +6.3% | 579,549 | $69.7M |
| Sigma Investment Counselors Inc. | 3.52% | Reduce -1.4% | 576,056 | $69.2M |
| UMB Bank, n.a. | 0.92% | Reduce -4.8% | 575,314 | $69.1M |
| Thrivent Financial for Lutherans | 0.13% | Add +57.7% | 571,122 | $69.0M |
| Klingman & Associates, LLC | 3.29% | Add +2.9% | 567,432 | $68.2M |
| Equitable Holdings, Inc. | 0.46% | Add +6.8% | 564,366 | $67.8M |
| St. Louis Trust Co | 7.74% | Add +2.8% | 561,897 | $67.5M |
| Ieq Capital, LLC | 0.20% | Add +4.2% | 559,427 | $67.2M |
| Greenleaf Trust | 0.61% | Reduce -25.5% | 550,979 | $66.2M |
| Connecticut Wealth Management, LLC | 2.84% | Reduce -10.1% | 543,693 | $65.3M |
| Peapack Gladstone Financial Corp. | 0.82% | Add +0.8% | 540,469 | $65.0M |
| Bokf, NA | 0.98% | Reduce -5.1% | 534,678 | $64.3M |
| Private Advisor Group, LLC | 0.30% | Reduce -6.0% | 526,039 | $63.2M |
| Alliancebernstein L.P. | 0.02% | Add +4.0% | 512,900 | $61.6M |
| Wealth Architects, LLC | 5.38% | Add +2.2% | 496,572 | $59.7M |
| Bartlett & Co. Wealth Management LLC | 0.78% | Add +4.1% | 495,044 | $59.5M |
| Johnson Investment Counsel Inc. | 0.49% | Add +25.7% | 494,632 | $59.4M |
| First Business Financial Services, Inc. | 5.44% | Reduce -1.3% | 492,711 | $59.2M |
| Clearstead Advisors, LLC | 0.75% | Reduce -2.2% | 491,394 | $59.1M |
| Bangor Savings Bank | 4.67% | Reduce -2.2% | 482,912 | $58.0M |
| BLB&B Advisors, LLC | 2.41% | Reduce -3.5% | 480,162 | $57.7M |
| Mason Street Advisors, LLC | 5.62% | New | 639,005 | $57.2M |
| Axxcess Wealth Management, LLC | 1.01% | Add +20.6% | 470,802 | $56.6M |
| Brown Brothers Harriman & Co. | 0.31% | Reduce -1.7% | 466,039 | $56.0M |
| Cahaba Wealth Management, Inc. | 3.86% | Add +4.9% | 461,019 | $55.4M |
| Tiaa Trust, National Association | 0.13% | Reduce -7.3% | 452,018 | $54.3M |
| Abound Wealth Management | 12.52% | Add +8.9% | 444,527 | $53.4M |
| Fiduciary Trust Co | 0.60% | Reduce -1.6% | 440,192 | $52.9M |
| Stratos Wealth Partners, LTD. | 0.60% | Reduce -3.0% | 439,416 | $52.8M |
| Global Retirement Partners, LLC | 0.93% | Add +2.3% | 434,480 | $52.2M |
| Capital Asset Advisory Services LLC | 2.06% | Add +7.7% | 411,166 | $51.3M |
| Becker Capital Management Inc. | 1.46% | Reduce -0.4% | 425,399 | $51.1M |
| Rebalance, LLC | 2.98% | Add +1.8% | 424,136 | $51.0M |
| Atlanta Consulting Group Advisors, LLC | 11.41% | Add +2.1% | 419,185 | $50.4M |
| Legacy Wealth Management, LLC | 2.90% | Reduce -0.2% | 418,852 | $50.3M |
| RKL Wealth Management LLC | 4.06% | Reduce -0.6% | 411,692 | $49.5M |
| SilverOak Wealth Management LLC | 7.73% | Add +3.7% | 410,625 | $49.3M |
| Vision Capital Management, Inc. | 5.94% | Add +7.0% | 409,694 | $49.2M |
| Berman McAleer LLC | 6.67% | Add +1.2% | 406,259 | $48.8M |
| Citigroup Inc. | 0.03% | Reduce -34.2% | 403,124 | $48.4M |
| SigFig Wealth Management, LLC | 1.44% | Add +8.1% | 402,981 | $48.4M |
| Ally Invest Advisors Inc. | 3.30% | Add +2.3% | 398,139 | $47.8M |
| New York Life Investment Management LLC | 0.41% | Reduce -15.2% | 397,694 | $47.8M |
| United Bank | 6.23% | Add +0.5% | 392,478 | $47.2M |
| Pinnacle Financial Partners, Inc. | 0.36% | — | 391,727 | $47.1M |
| Maple Capital Management, Inc. | 2.92% | Add +3.1% | 386,565 | $46.5M |
| Arcataur Capital Management LLC | 13.29% | Add +2.5% | 386,355 | $46.4M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Add +1.9% | 382,617 | $46.0M |
| Conning Inc. | 1.61% | Reduce -3.7% | 379,566 | $45.6M |
| Chesley Taft & Associates LLC | 1.73% | Add +6.3% | 365,335 | $43.9M |
| Stockman Wealth Management, Inc. | 5.11% | Add +3.8% | 363,974 | $43.7M |
| IFG Advisors, LLC | 7.23% | Add +2.4% | 361,383 | $43.4M |
| Principal Securities, Inc. | 0.67% | Add +36.6% | 361,345 | $43.4M |
| Concurrent Investment Advisors, LLC | 0.49% | Add +174.7% | 359,092 | $43.2M |
| Opus Capital Group, LLC | 4.67% | Add +1.7% | 358,440 | $43.1M |
| Arrow Financial Corp | 4.27% | Reduce -5.8% | 356,011 | $42.8M |
| Ballentine Partners, LLC | 0.60% | Add +0.1% | 354,917 | $42.7M |
| Frontier Asset Management, LLC | 9.83% | Add +26.5% | 352,839 | $42.4M |
| Planning Alternatives Ltd. | 5.28% | Add +0.3% | 348,630 | $41.9M |
| Sanctuary Advisors, LLC | 0.23% | Reduce -1.4% | 345,308 | $41.5M |
| Pine Ridge Advisers LLC | 2.85% | No change | 344,276 | $41.4M |
| Blair William & Co. | 0.11% | Add +23.6% | 344,144 | $41.4M |
| Fulton Breakefield Broenniman LLC | 2.56% | Add +0.7% | 338,007 | $40.6M |
| MCF Advisors LLC | 2.24% | Add +2.9% | 337,069 | $40.5M |
| First National Trust Co | 1.35% | Reduce -27.3% | 336,566 | $40.4M |
| Principal Financial Group Inc. | 0.02% | Add +147.8% | 335,765 | $40.4M |
| Painted Porch Advisors LLC | 16.14% | Reduce -2.5% | 333,976 | $40.1M |
| Elk River Wealth Management LLC | 6.42% | Reduce -0.4% | 333,090 | $39.9M |
| EP Wealth Advisors, LLC | 0.21% | — | 332,064 | $39.9M |
| Shoker Investment Counsel, Inc. | 11.66% | Reduce -5.1% | 331,021 | $39.8M |
| Amplius Wealth Advisors, LLC | 3.30% | Add +2.5% | 327,185 | $39.3M |
| Starr Indemnity & Liability Co | 10.96% | No change | 320,950 | $38.6M |
| JFS Wealth Advisors, LLC | 2.16% | Add +5.6% | 318,455 | $38.3M |
| One Day In July LLC | 3.14% | Reduce -11.1% | 317,909 | $38.2M |
| First Financial Bank - Trust Division | 3.11% | Add +21.4% | 315,394 | $37.9M |
| Citadel Advisors | 0.03% | Reduce -30.6% | 313,403 | $37.7M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +155.9% | 311,808 | $37.5M |
| Advisory Services Network, LLC | 0.52% | Add +16.1% | 307,836 | $37.0M |
| Avidian Wealth Enterprises, LLC | 1.35% | Add +4.0% | 307,520 | $37.0M |
| Magnus Financial Group LLC | 2.83% | Reduce -0.1% | 307,194 | $36.9M |
| Fi3 FINANCIAL ADVISORS, LLC | 11.10% | Add +0.7% | 302,036 | $36.3M |
| Colony Family Offices, LLC | 9.06% | Reduce -0.1% | 301,817 | $36.3M |
| Cape Cod Five Cents Savings Bank | 3.31% | No change | 309,086 | $36.2M |
| Whittier Trust Co. of Nevada Inc. | 0.75% | Reduce -3.3% | 289,453 | $36.1M |
| Voya Financial Advisors, Inc. | 3.45% | Reduce -8.9% | 292,955 | $35.9M |
| Fifth Third Wealth Advisors LLC | 1.24% | Reduce -4.8% | 293,183 | $35.2M |
| Graves Light Lenhart Wealth, Inc. | 3.73% | Add +3.2% | 292,917 | $35.2M |
| Oppenheimer & Co. Inc. | 0.50% | Reduce -13.4% | 292,758 | $35.2M |
| Calamos Wealth Management LLC | 1.22% | Add +0.5% | 289,321 | $34.8M |
| Valmark Advisers, Inc. | 0.43% | Reduce -6.6% | 288,162 | $34.6M |
| RTD Financial Advisors, Inc. | 4.18% | Reduce -0.9% | 285,100 | $34.3M |
| Trilogy Capital Inc. | 1.52% | Reduce -26.8% | 283,818 | $34.1M |
| Capital Investment Advisors, LLC | 0.52% | Add +13.7% | 282,441 | $33.9M |
| Albion Financial Group | 2.11% | Reduce -11.6% | 281,684 | $33.9M |
| Summit Financial Strategies, Inc. | 2.78% | Add +9.5% | 281,657 | $33.8M |
| Wallington Asset Management, LLC | 4.27% | Add +0.9% | 279,900 | $33.6M |
| Ashton Thomas Private Wealth, LLC | 0.82% | Add +25.3% | 279,545 | $33.6M |
| NorthRock Partners, LLC | 0.56% | Add +26.1% | 277,566 | $33.4M |
| MassMutual Private Wealth & Trust, FSB | 0.86% | Reduce -2.6% | 277,158 | $33.3M |
| Grove Bank & Trust | 3.74% | Reduce -0.8% | 276,753 | $33.3M |
| Resonant Capital Advisors, LLC | 1.81% | Add +2.2% | 274,785 | $33.0M |
| Lazard Asset Management LLC | 0.06% | Reduce -0.8% | 273,052 | $32.8M |
| Hudock, Inc. | 4.80% | Add +0.5% | 270,842 | $32.5M |
| Financial Enhancement Group LLC | 4.23% | Add +0.3% | 249,927 | $32.5M |
| Legacy Advisors, LLC | 3.49% | Add +20.4% | 270,302 | $32.5M |
| Guidance Capital, Inc. | 7.89% | Add +5.4% | 247,574 | $32.3M |
| Pinnacle Associates Ltd. | 0.40% | Reduce -0.3% | 262,157 | $31.5M |
| Founders Financial Securities LLC | 1.85% | Add +1.3% | 261,899 | $31.5M |
| Hancock Whitney Corp. | 0.57% | Add +5.1% | 261,224 | $31.4M |
| Oakworth Capital, Inc. | 1.69% | Add +1.9% | 257,477 | $30.9M |
| MBL Wealth, LLC | 2.47% | Add +2.6% | 256,532 | $30.8M |
| Lowe Brockenbrough & Co. Inc. | 1.52% | Add +7.0% | 256,403 | $30.8M |
| Alaska Wealth Advisors, LLC | 3.88% | Add +8.3% | 253,417 | $30.5M |
| Horizon Investments, LLC | 0.38% | Reduce -1.8% | 250,307 | $30.1M |
| HB Wealth Management, LLC | 0.19% | Reduce -0.8% | 249,759 | $30.0M |
| Madison Asset Management, LLC | 0.34% | Add +55.6% | 249,350 | $30.0M |
| CIBC Private Wealth Group LLC | 0.05% | Add +60.1% | 246,674 | $29.6M |
| Fiera Capital Corp | 0.09% | Add +0.2% | 245,943 | $29.6M |
| World Investment Advisors | 0.48% | Add +9.9% | 244,728 | $29.4M |
| Merit Financial Group, LLC | 0.24% | Add +133.1% | 244,511 | $29.4M |
| Vestmark Advisory Solutions, Inc. | 0.39% | Add +104.9% | 242,969 | $29.2M |
| Single Point Partners, LLC | 5.77% | Add +0.1% | 242,702 | $29.2M |
| Round Rock Advisors LLC | 4.37% | Add +1.4% | 241,647 | $29.0M |
| Bar Harbor Wealth Management | 1.66% | Add +1.3% | 239,069 | $28.7M |
| Savant Capital, LLC | 0.16% | Reduce -5.6% | 235,713 | $28.3M |
| Catalyst Financial Partners LLC | 3.13% | Reduce -6.0% | 233,866 | $28.1M |
| Citizens Financial Group Inc. | 0.37% | Reduce -2.8% | 232,450 | $27.9M |
| Private Wealth Asset Management, LLC | 3.03% | Add +1.5% | 231,860 | $27.9M |
| Rehmann Capital Advisory Group | 1.45% | Add +3.4% | 229,364 | $27.8M |
| Headinvest, LLC | 5.50% | Add +0.6% | 230,323 | $27.7M |
| First Financial Bankshares Inc | 0.55% | Add +0.3% | 229,225 | $27.5M |
| Capital Advisors Inc. | 0.44% | Add +1.6% | 226,965 | $27.3M |
| Cedar Mountain Advisors, LLC | 5.23% | Add +0.9% | 225,413 | $27.1M |
| Mackenzie Financial Corp. | 0.03% | Add +19.3% | 221,150 | $26.9M |
| Prudential Financial Inc. | 0.03% | Add +44.3% | 220,700 | $26.9M |
| Proathlete Wealth Management LLC | 7.30% | Add +3.5% | 222,180 | $26.8M |
| Curi Capital, LLC | 0.46% | Add +11.1% | 221,700 | $26.6M |
| Oakwell Private Wealth Management, LLC | 4.96% | Add +4.8% | 221,021 | $26.6M |
| LTG Capital LLC | 20.53% | Add +52.7% | 219,182 | $26.3M |
| First Merchants Corp. | 0.97% | Reduce -2.4% | 218,188 | $26.2M |
| FORM Wealth Advisors, LLC | 3.06% | — | 217,827 | $26.2M |
| Northwest Quadrant Wealth Management, LLC | 5.35% | Reduce -7.1% | 215,056 | $25.8M |
| Parkway Wealth Management Group, LLC | 3.47% | — | 215,012 | $25.8M |
| Truefg, LLC | 6.92% | Reduce -0.2% | 214,722 | $25.8M |
| Smith, Moore & Co. | 1.94% | Add +1.9% | 213,726 | $25.7M |
| Verum Partners LLC | 5.18% | Add +2.6% | 213,721 | $25.7M |
| Nan Shan Life Insurance Co., Ltd. | 0.79% | Reduce -37.7% | 213,194 | $25.6M |
| Pathway Financial Advisors LLC | 3.21% | Add +7.3% | 204,609 | $25.5M |
| Consolidated Portfolio Review Corp | 2.20% | Add +448.3% | 211,747 | $25.4M |
| Birch Hill Investment Advisors LLC | 1.06% | Add +0.1% | 211,673 | $25.4M |
| Gladstone Institutional Advisory LLC | 0.95% | Add +5.1% | 209,979 | $25.2M |
| D.A. Davidson & Co. | 0.15% | Reduce -7.8% | 209,755 | $25.2M |
| Kelman-Lazarov, Inc. | 3.59% | Add +2.4% | 209,258 | $25.1M |
| Arkadios Wealth Advisors | 0.50% | Add +42.4% | 209,167 | $25.1M |
| 1ST Source Bank | 1.29% | Add +1.5% | 204,561 | $24.6M |
| Tidal Investments LLC | 0.10% | New | 204,282 | $24.6M |
| Midwest Trust Co | 0.30% | Reduce -5.1% | 203,332 | $24.4M |
| Cutler Investment Counsel LLC | 2.54% | Add +5.0% | 202,824 | $24.4M |
| King Wealth Management Group | 2.91% | Add +1.6% | 200,726 | $24.1M |
| Harbour Trust & Investment Management Co | 2.46% | Add +0.1% | 200,511 | $24.1M |
| C V Starr & Co. Inc. | 13.24% | No change | 200,458 | $24.1M |
| Constellation Investments, Inc. | 0.74% | No change | 200,000 | $24.0M |
| Pittenger & Anderson Inc. | 0.92% | Add +2.4% | 199,258 | $23.9M |
| Roth Financial Partners LLC | 7.86% | Add +0.9% | 198,275 | $23.8M |
| Yousif Capital Management, LLC | 0.26% | Reduce -10.0% | 187,909 | $23.8M |
| Perigon Wealth Management, LLC | 0.42% | Add +1.3% | 196,087 | $23.6M |
| Financial Management Network Inc. | 3.69% | Add +1.1% | 191,997 | $23.3M |
| West Paces Advisors Inc. | 4.51% | Reduce -1.3% | 193,807 | $23.3M |
| Sigma Planning Corp | 0.64% | Add +1.7% | 193,672 | $23.3M |
| Simmons Bank | 1.54% | Reduce -1.4% | 191,385 | $23.0M |
| Lutz Financial Services LLC | 1.56% | Add +6.2% | 191,033 | $23.0M |
| Baron Wealth Management LLC | 7.07% | Reduce -10.3% | 190,826 | $22.9M |
| Earned Wealth Advisors, LLC | 1.62% | New | 189,913 | $22.8M |
| Public Sector Pension Investment Board | 0.08% | Reduce -33.6% | 189,889 | $22.8M |
| Wealthcare Advisory Partners LLC | 0.45% | Reduce -23.5% | 189,815 | $22.8M |
| Dimension Capital Management LLC | 3.10% | Add +0.2% | 184,252 | $22.1M |
| EFG International AG | 0.43% | — | 183,778 | $22.1M |
| Trifecta Capital Advisors, LLC | 3.26% | Reduce -0.7% | 183,468 | $22.0M |
| HSBC Holdings PLC | 0.01% | New | 182,154 | $21.9M |
| Whitcomb & Hess, Inc. | 5.10% | Add +5.8% | 171,063 | $21.6M |
| Beacon Pointe Advisors, LLC | 0.15% | Add +22.4% | 179,033 | $21.5M |
| Bank of Nova Scotia | 0.03% | Reduce -50.9% | 178,700 | $21.5M |
| Smithfield Trust Co | 0.95% | Add +0.3% | 178,709 | $21.5M |
| CJM Wealth Advisers, Ltd. | 6.41% | Reduce -0.7% | 178,360 | $21.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.47% | Add +0.2% | 178,061 | $21.4M |
| Evergreen Advisors, LLC | 5.20% | — | 177,537 | $21.3M |
| LBMC Investment Advisors, LLC | 1.32% | Add +3.0% | 176,815 | $21.2M |
| Elevation Point Wealth Partners, LLC | 1.02% | Add +101.0% | 176,783 | $21.2M |
| Quadrant Capital Group LLC | 0.64% | Reduce -3.9% | 176,182 | $21.2M |
| Cambridge Capital Management, LLC | 9.46% | Add +1.4% | 175,340 | $21.1M |
| Twele Capital Management, Inc. | 3.76% | Add +1.4% | 174,979 | $21.0M |
| Trust Co. of Vermont | 0.88% | Add +4.4% | 174,789 | $21.0M |
| Fusion Family Wealth, LLC | 1.59% | Add +0.2% | 174,741 | $21.0M |
| Trustees of Dartmouth College | 5.34% | No change | 174,600 | $21.0M |
| New England Professional Planning Group Inc. | 8.79% | Add +1.9% | 174,508 | $21.0M |
| Summit Asset Management, LLC | 2.96% | Add +0.3% | 174,220 | $20.9M |
| Cornerstone Advisory, LLC | 1.99% | Reduce -1.3% | 174,080 | $20.9M |
| Valley Forge Investment Consultants Inc. Adv | 6.08% | Add +0.4% | 174,039 | $20.9M |
| Apollon Wealth Management, LLC | 0.36% | Reduce -3.0% | 173,931 | $20.9M |
| Planning Project LLC | 5.23% | — | 173,293 | $20.8M |
| Harbor Group, Inc. | 3.11% | Reduce -2.3% | 172,733 | $20.8M |
| Crescent Grove Advisors, LLC | 1.97% | Reduce -1.7% | 172,334 | $20.7M |
| Fort Henry Capital, LLC | 12.65% | Add +1.3% | 171,843 | $20.7M |
| Park Avenue Securities LLC | 0.17% | Add +23.5% | 171,587 | $20.6M |
| CoreCap Advisors, LLC | 0.72% | Add +0.8% | 170,527 | $20.5M |
| Evergreen Capital Management LLC | 0.46% | Reduce -0.1% | 170,461 | $20.5M |
| ESL Trust Services, LLC | 3.93% | Reduce -20.1% | 170,454 | $20.5M |
| CWS Financial Advisors, LLC | 5.56% | Reduce -1.8% | 170,351 | $20.5M |
| FFT Wealth Management LLC | 3.89% | Add +4.3% | 169,993 | $20.4M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -3.8% | 169,346 | $20.4M |
| Vicus Capital | 1.52% | Reduce -33.5% | 168,754 | $20.3M |
| WASHINGTON TRUST Co | 0.66% | Add +2.3% | 168,744 | $20.3M |
| Pure Financial Advisors, LLC | 0.30% | Add +2.1% | 168,644 | $20.3M |
| Human Investing LLC | 2.85% | Add +4.6% | 168,023 | $20.2M |
| Moss Adams Wealth Advisors LLC | 1.46% | Reduce -80.3% | 167,584 | $20.1M |
| Qube Research & Technologies Ltd | 0.03% | Add +3027.8% | 167,434 | $20.1M |
| Granite Bay Wealth Management, LLC | 4.87% | Add +3.9% | 167,341 | $20.1M |
| Cwm, LLC | 0.05% | Add +14.0% | 166,918 | $20.1M |
| FineMark National Bank & Trust | 0.62% | Add +7.5% | 166,606 | $20.0M |
| Keener Financial Planning LLC | 8.64% | Add +5.5% | 166,379 | $20.0M |
| Courier Capital LLC | 1.12% | Add +2.4% | 166,227 | $20.0M |
| Navalign, LLC | 4.89% | Reduce -16.3% | 165,622 | $19.9M |
| Ironwood Wealth Management, Inc. | 8.88% | Reduce -4.2% | 156,605 | $19.8M |
| Baron Silver Stevens Financial Advisors, LLC | 2.84% | Reduce -2.0% | 163,894 | $19.7M |
| Journey Strategic Wealth LLC | 0.52% | Reduce -0.8% | 163,821 | $19.7M |
| Chicago Partners Investment Group LLC | 0.48% | Add +1.1% | 152,921 | $19.6M |
| Goelzer Investment Management, Inc. | 0.91% | Add +0.1% | 162,703 | $19.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.30% | Reduce -0.4% | 162,679 | $19.6M |
| Fiduciary Alliance LLC | 1.28% | Add +14.7% | 162,647 | $19.5M |
| FSM Wealth Advisors, LLC | 2.67% | Add +2.5% | 162,267 | $19.5M |
| PKS Advisory Services, LLC | 4.40% | Reduce -6.8% | 160,492 | $19.3M |
| Rwa Wealth Partners, LLC | 0.21% | Add +1.4% | 159,110 | $19.1M |
| Iowa State Bank | 3.58% | Reduce -1.6% | 158,652 | $19.1M |
| MainStreet Investment Advisors LLC | 2.74% | Reduce -4.3% | 158,609 | $19.1M |
| Ritter Daniher Financial Advisory LLC / DE | 3.18% | Reduce -0.6% | 157,717 | $19.0M |
| BOK Financial Private Wealth, Inc. | 1.15% | Reduce -5.2% | 156,348 | $18.8M |
| Segall Bryant & Hamill, LLC | 0.25% | Reduce -3.1% | 155,526 | $18.7M |
| Victory Financial Group, LLC | 2.34% | Add +16.5% | 154,732 | $18.6M |
| Mullooly Asset Management, Inc. | 6.80% | Add +0.4% | 154,632 | $18.6M |
| Balyasny Asset Management L.P. | 0.04% | Add +3099.7% | 154,063 | $18.5M |
| Caliber Wealth Management, LLC / KS | 1.98% | Reduce -2.0% | 153,132 | $18.4M |
| Cary Street Partners Financial LLC | 0.46% | Add +2.8% | 153,044 | $18.4M |
| Southern Capital Advisors, LLC | 8.47% | Add +6.0% | 152,723 | $18.4M |
| Lodestar Private Asset Management LLC | 1.84% | Add +4.1% | 152,453 | $18.3M |
| Wealthspire Retirement, LLC | 1.11% | Add +1.0% | 152,288 | $18.3M |
| Range Advisory, LLC | 4.69% | — | 151,491 | $18.2M |
| GFS Advisors, LLC | 2.16% | Reduce -0.9% | 151,458 | $18.2M |
| Fiducient Advisors LLC | 2.23% | Add +1.8% | 149,923 | $18.0M |
| Conservest Capital Advisors, Inc. | 1.62% | Reduce -2.4% | 149,197 | $17.9M |
| Inlight Wealth Management, LLC | 6.56% | Add +24.3% | 175,294 | $17.9M |
| Bank of Stockton | 5.13% | Reduce -0.9% | 148,997 | $17.9M |
| Encompass Wealth Advisors, LLC | 6.07% | Add +2.4% | 148,452 | $17.8M |
| Crewe Advisors LLC | 1.57% | Add +4.2% | 147,896 | $17.8M |
| YHB Investment Advisors, Inc. | 1.22% | Reduce -6.9% | 146,382 | $17.6M |
| Transamerica Financial Advisors, LLC | 1.46% | Reduce -7.6% | 145,492 | $17.5M |
| Summit Financial, LLC | 0.25% | Reduce -2.4% | 144,185 | $17.3M |
| Summit Financial Wealth Advisors, LLC | 2.46% | Reduce -8.9% | 142,929 | $17.2M |
| Callan Family Office, LLC | 0.37% | Add +91.3% | 142,705 | $17.2M |
| Ritholtz Wealth Management | 0.31% | Reduce -2.3% | 141,550 | $17.0M |
| Riversedge Advisors, LLC | 2.76% | Add +22.3% | 141,414 | $17.0M |
| jvl associates llc | 5.53% | Reduce -0.8% | 141,262 | $17.0M |
| Arkos Global Advisors | 2.17% | Add +2.2% | 140,941 | $16.9M |
| Paradigm, Strategies in Wealth Management, LLC | 11.03% | Reduce -2.6% | 139,830 | $16.8M |
| HORAN Wealth, LLC | 2.58% | Add +2.2% | 139,760 | $16.8M |
| Fairway Wealth LLC | 4.53% | Add +4.4% | 139,749 | $16.8M |
| Ironwood Financial, llc | 2.83% | Add +2.6% | 132,093 | $16.7M |
| McKinley Carter Wealth Services, Inc. | 0.93% | Reduce -9.3% | 138,649 | $16.7M |
| Welch & Forbes LLC | 0.20% | Add +0.2% | 137,975 | $16.6M |
| Titleist Asset Management, LLC | 1.34% | Add +7.0% | 137,575 | $16.5M |
| Ancora Advisors LLC | 0.34% | Add +3.8% | 137,526 | $16.5M |
| Sagespring Wealth Partners, LLC | 0.30% | Reduce -7.3% | 137,213 | $16.5M |
| Prime Capital Investment Advisors, LLC | 0.20% | Reduce -6.4% | 135,645 | $16.3M |
| State of Tennessee, Department of Treasury | 0.05% | Reduce -5.2% | 127,699 | $16.2M |
| SCS Capital Management LLC | 0.17% | Reduce -2.5% | 134,641 | $16.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +4.7% | 134,000 | $16.1M |
| Liquid Strategies, LLC | 3.50% | Reduce -5.0% | 133,958 | $16.1M |
| Sunflower Bank, N.A. | 4.04% | Reduce -12.0% | 133,288 | $16.0M |
| Heritage Investment Group, Inc. | 2.43% | Add +6.7% | 132,984 | $16.0M |
| Hardy Reed LLC | 1.14% | No change | 132,434 | $15.9M |
| LGL Partners, LLC | 6.76% | Reduce -3.6% | 131,897 | $15.9M |
| Money Concepts Capital Corp. | 0.88% | Add +0.1% | 131,169 | $15.8M |
| Heck Capital Advisors, LLC | 1.17% | Reduce -0.4% | 131,027 | $15.7M |
| ProVise Management Group, LLC | 1.12% | Reduce -0.4% | 130,827 | $15.7M |
| Omega Financial Group, LLC | 5.20% | Add +2.0% | 129,941 | $15.6M |
| Burling Wealth Partners, LLC | 2.42% | Add +6.8% | 129,411 | $15.6M |
| HCR Wealth Advisors | 1.54% | Reduce -70.4% | 128,985 | $15.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.29% | Reduce -0.9% | 128,755 | $15.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.4% | 127,636 | $15.3M |
| Smithbridge Asset Management Inc. | 1.31% | Add +116.5% | 127,515 | $15.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.27% | Add +12.9% | 126,408 | $15.2M |
| Centerpoint Advisors, LLC | 4.67% | Reduce -1.2% | 126,266 | $15.2M |
| Laurel Wealth Advisors LLC | 2.00% | Reduce -0.5% | 125,569 | $15.1M |
| NewEdge Wealth, LLC | 0.17% | Reduce -34.2% | 125,338 | $15.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.85% | Add +25.0% | 125,000 | $15.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.36% | Reduce -2.8% | 124,844 | $15.0M |
| Guidance Point Advisors, LLC | 3.56% | Add +0.8% | 124,582 | $15.0M |
| Panoramic Capital Partners, LLC | 9.17% | Add +0.8% | 124,407 | $15.0M |
| XML Financial, LLC | 1.22% | Reduce -3.6% | 124,160 | $14.9M |
| Venture Visionary Partners LLC | 0.49% | Reduce -3.0% | 123,503 | $14.9M |
| Modern Wealth Management, LLC | 0.27% | Add +4.8% | 122,377 | $14.7M |
| Morris Financial Concepts, Inc. | 5.15% | Add +0.6% | 122,363 | $14.7M |
| Regal Investment Advisors LLC | 0.88% | Add +2.6% | 122,206 | $14.7M |
| Bailard, Inc. | 0.32% | Reduce -0.8% | 121,596 | $14.6M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -23.8% | 121,580 | $14.6M |
| Blue Square Asset Management, LLC | 6.47% | Add +104.3% | 121,205 | $14.6M |
| First Bank & Trust | 2.37% | Reduce -0.0% | 120,821 | $14.5M |
| Belpointe Asset Management LLC | 0.52% | Add +8.9% | 119,750 | $14.4M |
| Norris Perne & French LLP | 0.95% | Add +3.3% | 119,199 | $14.3M |
| Investment Advisory Group, LLC | 3.68% | Reduce -0.3% | 119,056 | $14.3M |
| SouthState Bank Corp | 0.64% | Reduce -0.6% | 118,985 | $14.3M |
| Exchange Traded Concepts, LLC | 0.12% | Reduce -1.4% | 118,070 | $14.2M |
| Francis Financial, Inc. | 2.77% | Add +1.7% | 117,769 | $14.2M |
| Neumann Capital Management, LLC | 4.09% | Add +0.3% | 117,764 | $14.2M |
| Sapient Capital LLC | 0.20% | Add +7.2% | 116,092 | $14.1M |
| Galvin, Gaustad & Stein, LLC | 1.11% | Reduce -4.3% | 117,004 | $14.1M |
| LVW Advisors, LLC | 1.42% | Add +3.1% | 116,974 | $14.1M |
| TD Private Client Wealth LLC | 0.30% | Reduce -9.5% | 116,814 | $14.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.85% | Add +77.0% | 114,446 | $13.8M |
| Community Bank, N.A. | 1.62% | Reduce -1.0% | 114,312 | $13.7M |
| Meridian Management Co. | 3.39% | Add +2.9% | 114,082 | $13.7M |
| Proffitt & Goodson Inc. | 1.91% | Add +0.6% | 113,595 | $13.7M |
| Nottingham Advisors, Inc. | 1.88% | Reduce -3.8% | 112,068 | $13.5M |
| Litman Gregory Wealth Management LLC | 0.99% | Reduce -2.1% | 112,039 | $13.5M |
| Richard W. Paul & Associates, LLC | 4.46% | Add +2.9% | 111,693 | $13.4M |
| Argent Trust Co | 0.46% | Add +0.3% | 111,287 | $13.4M |
| Cranbrook Wealth Management, LLC | 2.63% | Add +0.1% | 110,875 | $13.3M |
| Texas Capital Bank Wealth Management Services Inc | 0.77% | New | 110,450 | $13.3M |
| Fortis Capital Advisors, LLC | 1.96% | Add +4.3% | 110,311 | $13.3M |
| Marino, Stram & Associates LLC | 2.39% | Reduce -5.8% | 110,101 | $13.2M |
| IHT Wealth Management, LLC | 0.32% | Add +0.1% | 109,081 | $13.2M |
| PACK Private Wealth, LLC | 6.04% | Add +1.6% | 109,920 | $13.2M |
| NewSquare Capital LLC | 1.16% | Reduce -27.7% | 109,011 | $13.1M |
| Melone Private Wealth, LLC | 5.54% | Add +84.7% | 108,593 | $13.1M |
| Waverly Advisors, LLC | 0.10% | Reduce -0.7% | 107,554 | $12.9M |
| Capital Group Private Client Services, Inc. | 0.21% | Add +1.2% | 107,219 | $12.9M |
| TCI Wealth Advisors, Inc. | 0.71% | Reduce -2.4% | 106,949 | $12.9M |
| Boyd Wealth Management, LLC | 5.42% | Add +163.8% | 106,432 | $12.8M |
| Dynasty Wealth Management, LLC | 0.13% | Reduce -83.9% | 106,106 | $12.8M |
| Presper Financial Architects, LLC | 7.20% | Add +2.0% | 106,017 | $12.7M |
| AQR Capital Management | 0.01% | Add +60.9% | 105,716 | $12.7M |
| Peninsula Asset Management Inc. | 6.49% | Reduce -0.1% | 105,162 | $12.6M |
| Cim Investment Management Inc. | 3.30% | Add +1.1% | 104,902 | $12.6M |
| Fifth Third Securities, Inc. | 0.82% | Add +0.8% | 104,773 | $12.6M |
| Houlihan Financial Resource Group, Ltd. | 4.87% | Add +101.5% | 101,872 | $12.6M |
| Integrity Advisory Solutions, LLC | 1.80% | Reduce -0.1% | 104,055 | $12.5M |
| IFP Advisors, Inc | 0.28% | Add +15.2% | 103,971 | $12.5M |
| DAVENPORT & Co LLC | 0.07% | Add +30.3% | 103,820 | $12.5M |
| Gotham Asset Management | 0.05% | Add +0.0% | 103,677 | $12.5M |
| Nestegg Advisors, Inc. | 10.52% | Reduce -0.7% | 102,460 | $12.3M |
| Schneider Downs Wealth Management Advisors, LP | 1.38% | Add +1.5% | 102,218 | $12.3M |
| JNBA Financial Advisors | 1.07% | Reduce -1.8% | 102,013 | $12.3M |
| 4Thought Financial Group Inc. | 6.04% | Reduce -1.0% | 101,475 | $12.2M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +4.1% | 101,204 | $12.2M |
| IFG Advisory, LLC | 0.53% | Add +3.5% | 100,964 | $12.1M |
| Crestwood Advisors Group, LLC | 0.20% | Reduce -2.4% | 100,880 | $12.1M |
| Wilmington Savings Fund Society, FSB | 0.28% | Add +0.4% | 100,669 | $12.1M |
| Sageworth Trust Co | 0.52% | Reduce -10.8% | 100,638 | $12.1M |
| Salomon & Ludwin, LLC | 1.07% | Reduce -2.1% | 98,375 | $12.1M |
| Corecam Pte. Ltd. | 6.40% | Add +24.0% | 100,380 | $12.1M |
| McGuire Investment Group, LLC | 1.29% | Reduce -2.4% | 100,242 | $12.0M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +395.7% | 99,702 | $12.0M |
| Capital Analysts, LLC | 0.33% | Reduce -7.3% | 99,494 | $12.0M |
| Nordwand Advisors, LLC | 2.09% | Reduce -1.6% | 99,300 | $11.9M |
| Tortoise Investment Management, LLC | 1.05% | Reduce -1.8% | 99,296 | $11.9M |
| Long Run Wealth Advisors, LLC | 2.21% | Add +1.9% | 97,584 | $11.7M |
| Towercrest Capital Management | 1.85% | Reduce -11.9% | 97,535 | $11.7M |
| Aptus Capital Advisors, LLC | 0.10% | Reduce -4.9% | 97,554 | $11.7M |
| Diversified Management Inc. | 2.73% | — | 97,355 | $11.7M |
| Next Level Wealth Planning, LLC | 6.22% | Add +2.7% | 97,206 | $11.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 97,188 | $11.7M |
| Sprinkle Financial Consultants LLC | 5.91% | Reduce -0.9% | 96,766 | $11.6M |
| Harbour Investments, Inc. | 0.24% | Add +1.5% | 96,625 | $11.6M |
| Palisades Hudson Asset Management, L.P. | 4.46% | Reduce -3.4% | 95,802 | $11.5M |
| Capital Investment Advisory Services, LLC | 0.81% | Add +3.4% | 95,471 | $11.5M |
| D. E. Shaw & Co. | 0.01% | New | 95,296 | $11.5M |
| Titan Global Capital Management USA LLC | 1.63% | New | 94,964 | $11.4M |
| Summit Trail Advisors, LLC | 0.20% | Reduce -0.1% | 94,643 | $11.4M |
| Caldwell Trust Co | 1.00% | Add +5.3% | 94,065 | $11.3M |
| Sylvest Advisors, LLC | 6.01% | Add +15.5% | 93,761 | $11.3M |
| Fidelis Capital Partners, LLC | 0.82% | Add +6.2% | 93,739 | $11.3M |
| Canvas Wealth Advisors, LLC | 1.91% | Add +1.3% | 93,393 | $11.2M |
| CFO4Life Group, LLC | 1.60% | Reduce -2.1% | 93,237 | $11.2M |
| Evermay Wealth Management LLC | 1.25% | Reduce -1.7% | 92,963 | $11.2M |
| eCIO, Inc. | 5.18% | Reduce -3.8% | 92,618 | $11.1M |
| Camden National Bank | 1.53% | Add +6.2% | 92,587 | $11.1M |
| TFO Wealth Partners, LLC | 1.66% | Reduce -0.2% | 92,536 | $11.1M |
| Condor Capital Management | 0.90% | Reduce -0.8% | 92,188 | $11.1M |
| Operose Advisors LLC | 2.57% | Reduce -16.3% | 91,929 | $11.0M |
| Global Strategic Investment Solutions, LLC | 1.08% | Reduce -0.8% | 91,877 | $11.0M |
| Somnio Financial Group, LLC | 7.26% | Add +1.4% | 91,440 | $11.0M |
| Rochester Wealth Strategies, LLC | 6.90% | Add +1.8% | 91,369 | $11.0M |
| SoundView Advisors Inc. | 3.80% | New | 90,717 | $10.9M |
| Legal & General Group Plc | 0.00% | Reduce -21.7% | 90,579 | $10.9M |
| KFA Private Wealth Group, LLC | 2.65% | Add +0.9% | 90,513 | $10.9M |
| Nations Financial Group Inc, /Ia/ | 0.57% | Add +2.7% | 90,389 | $10.9M |
| Bright Financial Advisors, Inc. | 5.12% | Add +2.1% | 90,270 | $10.8M |
| Topel & Distasi Wealth Management, LLC | 5.29% | Add +0.4% | 90,146 | $10.8M |
| Howe & Rusling Inc. | 0.71% | Add +1.8% | 89,918 | $10.8M |
| Hemming& Wealth Management, Inc. | 7.37% | — | 89,631 | $10.8M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +24.0% | 89,443 | $10.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -4.2% | 89,338 | $10.7M |
| Robertson Stephens Wealth Management, LLC | 0.30% | Add +1.0% | 89,195 | $10.7M |
| Ironwood Wealth Management, LLC. | 3.15% | Add +0.8% | 89,171 | $10.7M |
| Waterway Wealth Management, LLC | 2.42% | Add +1.3% | 101,173 | $10.7M |
| LCW Services, LLC | 5.68% | — | 88,798 | $10.7M |
| TCTC Holdings, LLC | 0.32% | Add +0.5% | 88,543 | $10.6M |
| Old National Bancorp | 0.18% | Reduce -12.1% | 88,329 | $10.6M |
| Clifford Swan Investment Counsel LLC | 0.35% | Reduce -1.8% | 87,988 | $10.6M |
| Shulman DeMeo Asset Management LLC | 2.40% | Reduce -0.8% | 87,928 | $10.6M |
| Bryant Woods Investment Advisors, LLC | 4.08% | Reduce -1.6% | 87,503 | $10.5M |
| CCG Wealth Management, LLC | 4.48% | Add +4.5% | 87,001 | $10.5M |
| Choreo, LLC | 0.13% | Reduce -8.7% | 85,559 | $10.4M |
| Fiduciary Group, LLC | 0.87% | Reduce -5.9% | 86,510 | $10.4M |
| Flagstar Securities, Inc. | 3.48% | Reduce -19.9% | 86,424 | $10.4M |
| Susquehanna International Group, LLP | 0.01% | Add +216.5% | 86,361 | $10.4M |
| Coastline Complete Wealth LLC | 6.52% | — | 86,109 | $10.3M |
| HighMark Wealth Management LLC | 4.21% | Add +2.0% | 85,879 | $10.3M |
| Compound Planning, Inc. | 0.30% | Add +10.1% | 85,815 | $10.3M |
| Tectonic Advisors LLC | 0.54% | Add +6.5% | 85,621 | $10.3M |
| Magnolia Wealth Management, LLC | 6.14% | Add +3.8% | 85,476 | $10.3M |
| Tempo Wealth, LLC | 1.82% | — | 84,984 | $10.2M |
| Pettinga Financial Advisors LLC | 1.94% | Add +0.0% | 84,963 | $10.2M |
| First Horizon Corp. | 0.45% | Add +0.5% | 84,613 | $10.2M |
| Pps&v Asset Management Consultants, Inc. | 5.89% | Add +2.1% | 84,384 | $10.1M |
| Parallel Advisors, LLC | 0.19% | Reduce -10.5% | 84,051 | $10.1M |
| Rossmore Private Capital | 0.90% | Add +13.8% | 84,032 | $10.1M |
| Mgo One Seven LLC | 0.21% | Reduce -18.1% | 83,915 | $10.1M |
| Retirement Systems of Alabama | 0.03% | No change | 83,667 | $10.1M |
| Burns J W & Co. Inc. | 1.10% | Add +1.6% | 82,987 | $10.0M |
| Burkett Financial Services, LLC | 3.39% | Add +1.2% | 82,545 | $9.9M |
| Kure Advisory, LLC | 5.52% | Add +3.6% | 82,074 | $9.9M |
| FDx Advisors, Inc. | 5.00% | Reduce -2.5% | 81,597 | $9.8M |
| Apella Capital, LLC | 0.19% | Add +2.9% | 81,456 | $9.8M |
| Texas Yale Capital Corp. | 0.30% | No change | 81,428 | $9.8M |
| Global Wealth Management, LLC | 5.26% | Reduce -4.5% | 81,339 | $9.8M |
| Richwood Investment Advisors, LLC | 7.02% | Add +2.5% | 74,036 | $9.8M |
| Ellis Investment Partners, LLC | 1.70% | Add +1.6% | 81,127 | $9.7M |
| Atria Investments, Inc | 0.11% | Add +53.8% | 80,573 | $9.7M |
| Councilor Wealth, LLC | 4.57% | Reduce -6.1% | 80,506 | $9.7M |
| AlphaCore Capital LLC | 0.22% | Add +2043.5% | 80,232 | $9.6M |
| Tarbox Family Office, Inc. | 1.54% | Reduce -27.7% | 79,889 | $9.6M |
| Buck Wealth Strategies, LLC | 1.22% | Add +12.5% | 79,861 | $9.6M |
| Holland Advisory Services, Inc. | 12.94% | Add +3.8% | 79,787 | $9.6M |
| Equitable Trust Co. | 0.43% | Reduce -7.8% | 79,408 | $9.5M |
| Smith Chas P & Associates Pa Cpas | 0.50% | Add +31.2% | 79,363 | $9.5M |
| KMG Fiduciary Partners, LLC | 0.68% | Add +12.5% | 79,046 | $9.5M |
| Harbor Advisory Corp. | 2.86% | Reduce -5.9% | 78,704 | $9.5M |
| Quantinno Capital Management LP | 0.02% | Add +24.4% | 78,591 | $9.4M |
| First Citizens Bank & Trust Co. | 0.20% | Reduce -1.1% | 78,357 | $9.4M |
| GHP Investment Advisors, Inc. | 0.38% | Add +0.6% | 77,853 | $9.4M |
| Common Fund for Nonprofit Organizations | 0.76% | Add +0.5% | 77,736 | $9.3M |
| Geneos Wealth Management Inc. | 0.23% | Add +8.2% | 76,996 | $9.3M |
| Sax Wealth Advisors, LLC | 0.43% | Reduce -6.8% | 76,581 | $9.2M |
| Legacy Trust | 1.72% | Add +0.4% | 76,323 | $9.2M |
| Boston Research & Management Inc. | 2.11% | Reduce -0.2% | 76,018 | $9.1M |
| SIH Partners, LLLP | 0.53% | New | 75,956 | $9.1M |
| Matrix Private Capital Group LLC | 4.63% | Add +3.5% | 75,899 | $9.1M |
| Embree Financial Group | 1.12% | Reduce -11.7% | 75,566 | $9.1M |
| CENTRAL TRUST Co | 0.18% | Reduce -0.9% | 74,939 | $9.0M |
| Certuity, LLC | 0.56% | Reduce -5.4% | 74,530 | $9.0M |
| Benchmark Financial Wealth Advisors, LLC | 2.57% | Reduce -0.3% | 74,487 | $9.0M |
| Ameritas Advisory Services, LLC | 0.33% | Reduce -33.7% | 74,142 | $8.9M |
| Benjamin Edwards Inc. | 0.10% | Add +1.7% | 73,979 | $8.9M |
| Selby Wealth Management, LLC | 3.58% | — | 73,912 | $8.9M |
| Asset Allocation Strategies LLC | 1.64% | Add +1.0% | 73,905 | $8.9M |
| Polianta Ltd | 1.16% | Add +9.0% | 73,700 | $8.9M |
| Arvest Bank Trust Division | 0.48% | Add +254.3% | 73,596 | $8.8M |
| Performa Ltd (US), LLC | 2.24% | Reduce -1.7% | 73,520 | $8.8M |
| Uptown Financial Advisors LLC | 7.52% | Add +3.3% | 73,411 | $8.8M |
| Keel Point, LLC | 0.53% | Add +6.2% | 73,254 | $8.8M |
| Partnership Wealth Management, LLC | 6.33% | Add +0.5% | 73,164 | $8.8M |
| Soltis Investment Advisors LLC | 0.58% | Add +10.4% | 72,758 | $8.7M |
| Twin Cities Retirement Group LLC | 8.42% | — | 72,618 | $8.7M |
| F/m Investments LLC | 0.33% | Reduce -0.2% | 72,029 | $8.7M |
| Coastal Bridge Advisors, LLC | 0.64% | Add +90.1% | 71,794 | $8.6M |
| Triangle Securities Wealth Management | 1.82% | Add +7.7% | 71,762 | $8.6M |
| Sard Wealth Management Group, LLC | 4.73% | Add +1.2% | 71,761 | $8.6M |
| TMB Capital Partners, LLC | 2.94% | — | 71,636 | $8.6M |
| Aristotle Capital Boston, LLC | 0.47% | Add +6.4% | 71,628 | $8.6M |
| Pachira Investments Inc. | 4.19% | Reduce -11.0% | 71,585 | $8.6M |
| RFG Advisory, LLC | 0.16% | Reduce -17.9% | 71,473 | $8.6M |
| Per Stirling Capital Management, LLC. | 0.96% | Reduce -1.0% | 71,167 | $8.6M |
| Alley Investment Management Company, LLC | 1.00% | Reduce -1.1% | 71,151 | $8.6M |
| Marietta Wealth Management, LLC | 0.99% | Reduce -0.8% | 70,955 | $8.5M |
| Citizens National Bank Trust Department | 1.46% | Reduce -2.1% | 70,651 | $8.5M |
| Evernest Financial Advisors, LLC | 1.77% | Reduce -2.2% | 64,125 | $8.5M |
| Counterweight Ventures, LLC | 4.74% | Add +0.7% | 70,285 | $8.4M |
| Peak Financial Management, Inc. | 2.17% | Add +0.1% | 70,087 | $8.4M |
| HBK Sorce Advisory LLC | 0.19% | Add +0.5% | 63,822 | $8.4M |
| HighPoint Advisor Group LLC | 0.18% | New | 69,643 | $8.4M |
| Mascoma Wealth Management LLC | 1.79% | Add +1.7% | 69,521 | $8.4M |
| Strategic Financial Partners, Ltd. | 3.61% | Add +65.1% | 69,292 | $8.3M |
| Sherman Asset Management, Inc. | 7.01% | Reduce -4.9% | 68,917 | $8.3M |
| CX Institutional | 0.25% | Reduce -0.4% | 68,741 | $8.3M |
| Turtle Creek Wealth Advisors, LLC | 0.65% | Add +22.0% | 68,549 | $8.2M |
| May Hill Capital, LLC | 2.22% | Add +12.1% | 68,525 | $8.2M |
| Alliance Private Wealth, LLC | 2.86% | — | 64,095 | $8.2M |
| First National Bank of Omaha | 0.24% | Add +257.6% | 67,774 | $8.2M |
| NorthCoast Asset Management LLC | 0.18% | Reduce -91.8% | 68,017 | $8.2M |
| Ellenbecker Investment Group | 1.15% | Reduce -4.8% | 67,991 | $8.2M |
| Premier Path Wealth Partners, LLC | 1.06% | Reduce -6.0% | 67,989 | $8.2M |
| Florida Trust Wealth Management Co | 0.23% | Reduce -1.2% | 67,844 | $8.2M |
| Cannon Capital Management, Inc. | 7.17% | — | 67,825 | $8.2M |
| SkyOak Wealth, LLC | 1.45% | Add +3.4% | 67,185 | $8.1M |
| Naples Global Advisors, LLC | 0.60% | Reduce -0.7% | 67,161 | $8.1M |
| Marble Wealth, LLC | 1.11% | — | 66,788 | $8.0M |
| American Money Management, LLC | 1.25% | Add +2.2% | 66,339 | $8.0M |
| Hiley Hunt Wealth Management | 3.56% | Reduce -3.9% | 66,249 | $8.0M |
| Vectors Research Management, LLC | 2.42% | Reduce -0.6% | 65,871 | $7.9M |
| Commerce Bank | 0.04% | Add +26.9% | 65,813 | $7.9M |
| WLTH Capital Management, LLC | 6.08% | — | 60,045 | $7.9M |
| Sterling Investment Counsel, LLC | 2.25% | Add +1.5% | 65,400 | $7.9M |
| Prospera Financial Services Inc | 0.13% | Reduce -1.7% | 65,298 | $7.9M |
| MTC Wealth Management LLC | 3.67% | Reduce -1.8% | 65,107 | $7.8M |
| Journey Advisory Group, LLC | 0.65% | Reduce -71.3% | 64,568 | $7.8M |
| Canal Capital Management, LLC | 1.10% | Reduce -10.8% | 64,497 | $7.8M |
| Dorsey & Whitney Trust CO LLC | 0.41% | Reduce -0.1% | 64,396 | $7.7M |
| IFS Advisors, LLC | 4.02% | Reduce -23.7% | 64,391 | $7.7M |
| Aspiriant, LLC | 0.22% | Add +25.3% | 64,366 | $7.7M |
| TKG Advisors, LLC | 3.11% | Add +1.5% | 64,259 | $7.7M |
| Landmark Wealth Management, LLC | 2.95% | Add +2.3% | 64,100 | $7.7M |
| Strategic Blueprint, LLC | 0.45% | Reduce -0.7% | 63,878 | $7.7M |
| New World Advisors LLC | 1.31% | Add +1.7% | 63,865 | $7.7M |
| Asio Capital, LLC | 1.08% | Reduce -6.2% | 63,734 | $7.7M |
| North Berkeley Wealth Management, LLC | 4.50% | Add +3.8% | 63,509 | $7.6M |
| Garde Capital, Inc. | 0.45% | Add +21.7% | 63,474 | $7.6M |
| Emergent Wealth Advisors, LLC | 4.26% | Reduce -21.1% | 63,059 | $7.6M |
| Matrix Asset Advisors Inc. | 0.68% | Add +9.0% | 62,874 | $7.6M |
| Aristides Capital LLC | 2.62% | Add +4.5% | 62,720 | $7.5M |
| Americana Partners, LLC | 0.21% | Add +0.6% | 62,636 | $7.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.60% | Add +7.0% | 62,467 | $7.5M |
| Factor Wealth Management LTD | 1.62% | Add +22.7% | 62,355 | $7.5M |
| Enzi Wealth | 2.64% | Reduce -67.1% | 58,800 | $7.5M |
| Nikulski Financial, Inc. | 1.79% | Reduce -9.3% | 62,242 | $7.5M |
| Meridian Financial Advisors, LLC | 4.07% | Reduce -5.2% | 62,224 | $7.5M |
| White Pine Investment CO | 1.75% | Reduce -0.1% | 61,788 | $7.4M |
| Composition Wealth, LLC | 0.11% | Reduce -4.2% | 61,691 | $7.4M |
| BostonPremier Wealth LLC | 3.78% | Reduce -15.9% | 61,455 | $7.4M |
| Park Capital Management, LLC / WI | 5.28% | Add +3.3% | 61,433 | $7.4M |
| Bell Investment Advisors, Inc | 1.17% | Reduce -2.1% | 61,301 | $7.4M |
| Madison Wealth Partners, Inc | 1.34% | Reduce -75.1% | 61,232 | $7.4M |
| Integrated Advisors Network LLC | 0.32% | Reduce -0.7% | 61,044 | $7.3M |
| Fiduciary Management Inc. | 0.08% | New | 60,880 | $7.3M |
| Cumberland Advisors Inc. | 2.77% | Reduce -0.7% | 60,875 | $7.3M |
| Provident Wealth Management, LLC | 2.16% | Add +1.1% | 60,745 | $7.3M |
| Accretive Wealth Partners, LLC | 2.16% | Add +0.6% | 60,665 | $7.3M |
| Flagship Harbor Advisors, LLC | 0.34% | Reduce -47.1% | 60,661 | $7.3M |
| Sage Advisory Services, Ltd.Co. | 3.97% | Reduce -0.5% | 60,625 | $7.3M |
| Cordgrass Capital Advisors, LLC | 1.75% | Reduce -3.1% | 60,527 | $7.3M |
| Global Wealth Management Investment Advisory, Inc. | 1.16% | Add +6.0% | 60,184 | $7.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -11.3% | 60,102 | $7.2M |
| Plan Group Financial, LLC | 1.87% | Reduce -14.9% | 59,913 | $7.2M |
| Latko Wealth Management, Ltd. | 3.52% | Add +1.9% | 59,849 | $7.2M |
| Serenus Wealth Advisors, LLC | 1.39% | Reduce -1.2% | 59,671 | $7.2M |
| Planning Directions Inc. | 3.61% | Add +12.1% | 59,638 | $7.2M |
| CFS Investment Advisory Services, LLC | 0.52% | Add +0.9% | 59,502 | $7.2M |
| Lynch & Associates | 1.35% | Add +3.4% | 59,380 | $7.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.25% | Reduce -0.9% | 59,314 | $7.1M |
| Sunbelt Securities, Inc. | 0.47% | Reduce -0.7% | 58,836 | $7.1M |
| Drive Wealth Management, LLC | 1.37% | Reduce -0.2% | 58,612 | $7.0M |
| Stephens Inc. | 0.09% | Add +7.0% | 58,345 | $7.0M |
| TrustBank | 2.91% | — | 58,114 | $7.0M |
| Townsend Financial Planning, LLC | 6.98% | — | 58,014 | $7.0M |
| Oppenheimer Asset Management Inc. | 0.09% | Reduce -1.8% | 57,993 | $7.0M |
| Aspect Partners, LLC | 3.05% | Add +12.4% | 57,945 | $7.0M |
| Stephenson & Company, Inc. | 3.82% | Add +2.5% | 57,860 | $7.0M |
| SlateStone Wealth, LLC | 0.58% | Add +8.1% | 57,628 | $6.9M |
| Hopwood Financial Services, Inc. | 4.85% | Add +1.7% | 57,304 | $6.9M |
| Telos Capital Management, Inc. | 0.64% | Add +2.4% | 57,192 | $6.9M |
| Mayflower Financial Advisors, LLC | 0.83% | Add +7.9% | 57,065 | $6.9M |
| Pacific Financial Group Inc. | 3.80% | Add +7.4% | 56,875 | $6.8M |
| United Financial Planning Group LLC | 4.14% | Add +2.2% | 56,717 | $6.8M |
| Boltwood Capital Management | 1.77% | Add +0.9% | 56,621 | $6.8M |
| Ballew Advisors, Inc | 3.83% | Reduce -4.5% | 53,761 | $6.8M |
| Csenge Advisory Group | 0.31% | Reduce -2.8% | 56,488 | $6.8M |
| Legacy Private Trust Co. | 0.40% | Reduce -5.0% | 56,447 | $6.8M |
| Beese Fulmer Investment Management, Inc. | 0.44% | Reduce -0.6% | 56,246 | $6.8M |
| LYNX Capital Group Ltd. | 3.09% | Add +0.3% | 56,151 | $6.7M |
| Meridian Wealth Management, LLC | 0.24% | Reduce -0.8% | 56,097 | $6.7M |
| Boston Family Office LLC | 0.43% | Reduce -3.9% | 56,056 | $6.7M |
| Associated Banc-Corp | 0.17% | Reduce -5.6% | 56,015 | $6.7M |
| Parthenon LLC | 0.73% | Add +0.1% | 55,967 | $6.7M |
| Allen Investment Management, LLC | 0.07% | Reduce -1.5% | 55,466 | $6.7M |
| Sound Stewardship, LLC | 3.19% | Reduce -3.5% | 55,418 | $6.7M |
| Citizens Business Bank | 1.10% | Reduce -2.4% | 55,414 | $6.7M |
| Palumbo Wealth Management LLC | 1.64% | New | 55,384 | $6.7M |
| Walkner Condon Financial Advisors LLC | 0.92% | Add +24.1% | 55,319 | $6.6M |
| Enclave Advisors LLC | 0.93% | Reduce -23.2% | 54,661 | $6.6M |
| Moody National Bank Trust Division | 0.63% | Reduce -13.5% | 54,586 | $6.6M |
| SVB Wealth LLC | 0.38% | Reduce -6.2% | 54,305 | $6.5M |
| Ironsides Asset Advisors, LLC | 1.65% | Add +0.2% | 54,295 | $6.5M |
| 1900 Wealth Management LLC | 0.42% | Add +2.8% | 54,204 | $6.5M |
| Muirfield Wealth Advisors LLC | 4.77% | Reduce -2.2% | 54,095 | $6.5M |
| Klingenstein Fields & Co. LP | 0.24% | Add +104.3% | 53,872 | $6.5M |
| Atlas Legacy Advisors, LLC | 1.14% | Add +3.8% | 53,816 | $6.5M |
| Certified Advisory Corp | 0.59% | Reduce -1.4% | 53,715 | $6.5M |
| Paragon Private Wealth Management, LLC | 1.97% | Reduce -3.1% | 53,294 | $6.4M |
| Beirne Wealth Consulting Services, LLC | 1.85% | Add +0.9% | 53,125 | $6.4M |
| Nwam LLC | 0.35% | Add +0.8% | 50,719 | $6.3M |
| John Boyer, Inc. | 6.43% | Add +3.2% | 52,552 | $6.3M |
| Johnson Financial Group, Inc. | 0.24% | Add +0.3% | 52,552 | $6.3M |
| TD Asset Management Inc | 0.01% | Add +0.4% | 52,506 | $6.3M |
| RMR Wealth Builders | 0.50% | Reduce -79.3% | 52,471 | $6.3M |
| Independent Financial Group, LLC | 0.14% | Add +2.6% | 52,367 | $6.3M |
| CBM Financial, LLC | 4.24% | — | 47,585 | $6.2M |
| New England Asset Management Inc. | 0.84% | Add +17.4% | 51,800 | $6.2M |
| McAdam, LLC | 0.28% | Add +4.1% | 51,689 | $6.2M |
| City Holding Co. | 0.76% | Add +3.3% | 51,264 | $6.2M |
| Snowden Capital Advisors LLC | 0.16% | Add +23.1% | 50,995 | $6.1M |
| Shrier Wealth Management, LLC | 2.44% | — | 50,990 | $6.1M |
| AtlasMark Financial, Inc | 3.96% | Reduce -0.3% | 50,982 | $6.1M |
| Sowell Financial Services LLC | 0.22% | Add +0.9% | 50,652 | $6.1M |
| CPC Advisors, LLC | 0.61% | Add +11.9% | 50,554 | $6.1M |
| Savvy Advisors, Inc. | 0.20% | Add +21.9% | 50,366 | $6.1M |
| Montecito Bank & Trust | 0.96% | Reduce -3.5% | 50,290 | $6.0M |
| Hills Bank & Trust Co | 0.35% | Reduce -1.9% | 50,078 | $6.0M |
| G&S Capital LLC | 2.13% | Reduce -0.5% | 50,063 | $6.0M |
| Cornerstone Wealth Group, LLC | 0.41% | Reduce -7.8% | 50,035 | $6.0M |
| Noesis Capital Mangement Corp. | 0.87% | Reduce -2.0% | 49,866 | $6.0M |
| Spire Wealth Management | 0.20% | Add +5.5% | 49,845 | $6.0M |
| Romano Brothers and Company | 0.68% | Reduce -2.0% | 49,715 | $6.0M |
| Capitol Family Office, Inc. | 7.02% | Reduce -15.3% | 49,503 | $5.9M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +5.2% | 49,414 | $5.9M |
| Elevation Wealth Partners, LLC | 2.09% | Reduce -4.0% | 49,012 | $5.9M |
| Arkansas Financial Group, Inc. | 0.85% | Reduce -3.9% | 48,840 | $5.9M |
| Mandatum Life Insurance Co Ltd | 1.34% | No change | 48,720 | $5.9M |
| Aft, Forsyth & Sober, LLC | 1.77% | No change | 48,675 | $5.8M |
| Alliance Wealth Management Group | 1.28% | Reduce -9.8% | 48,538 | $5.8M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -22.0% | 47,947 | $5.8M |
| Etesian Wealth Advisors, Inc. | 1.80% | Reduce -4.2% | 47,866 | $5.8M |
| Orin Green Financial, LLC | 2.30% | Add +2.0% | 47,783 | $5.7M |
| Columbus Macro, LLC | 0.63% | Add +11.4% | 47,707 | $5.7M |
| First National Bank of Hutchinson | 3.36% | Reduce -13.7% | 47,678 | $5.7M |
| Kingsview Wealth Management, LLC | 0.08% | Add +1.1% | 47,617 | $5.7M |
| Graybill Wealth Management, LTD. | 1.68% | Add +0.6% | 47,510 | $5.7M |
| Legacy Financial Strategies, LLC | 1.01% | Reduce -62.8% | 47,477 | $5.7M |
| Hudson Capital Management LLC | 1.47% | Add +541.4% | 47,300 | $5.7M |
| Corecam AG | 5.69% | — | 47,160 | $5.7M |
| KPP Advisory Services LLC | 0.82% | Add +1.3% | 47,023 | $5.7M |
| Wesbanco Bank Inc. | 0.16% | Add +31.3% | 47,012 | $5.6M |
| Next Capital Management LLC | 1.81% | Add +6.4% | 46,975 | $5.6M |
| Lee Financial Co | 0.76% | Reduce -1.4% | 46,930 | $5.6M |
| Magnolia Capital Advisors LLC | 1.18% | Add +22.4% | 46,686 | $5.6M |
| Empower Advisory Group, LLC | 0.02% | Reduce -12.3% | 46,641 | $5.6M |
| National Bank of Canada | 0.01% | Add +4.0% | 46,299 | $5.6M |
| Dakota Wealth Management | 0.10% | Reduce -2.9% | 46,218 | $5.6M |
| Carnegie Investment Counsel | 0.10% | Reduce -3.9% | 46,140 | $5.5M |
| Fortitude Family Office, LLC | 1.29% | Add +10.1% | 45,833 | $5.5M |
| Campion Asset Management | 3.82% | Add +14.8% | 45,788 | $5.5M |
| Independent Solutions Wealth Management, LLC | 1.01% | Reduce -3.6% | 45,694 | $5.5M |
| Coign Capital Advisors LLC | 2.87% | Reduce -0.2% | 45,651 | $5.5M |
| STAR Financial Bank | 2.80% | Add +51.5% | 45,583 | $5.5M |
| Afg Fiduciary Services Limited Partnership | 3.28% | Reduce -4.6% | 45,119 | $5.5M |
| Vantage Financial Partners, LLC | 1.11% | Reduce -1.0% | 45,401 | $5.5M |
| Resolute Advisors LLC | 1.78% | Add +0.1% | 45,337 | $5.4M |
| Bellwether Advisors, LLC | 0.86% | Reduce -0.4% | 44,994 | $5.4M |
| ERn Financial, LLC | 1.02% | Add +1.3% | 44,993 | $5.4M |
| MidAtlantic Capital Management, Inc. | 3.44% | Add +1.9% | 44,741 | $5.4M |
| Private Trust Co. NA | 0.47% | Reduce -3.7% | 44,682 | $5.4M |
| Aspetuck Financial Management LLC | 3.58% | Reduce -1.0% | 44,326 | $5.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.39% | Add +0.2% | 44,233 | $5.3M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -22.3% | 56,597 | $5.3M |
| Brookstone Capital Management | 0.06% | Add +0.2% | 44,182 | $5.3M |
| Urban Financial Advisory Corp | 2.08% | Add +16.7% | 44,001 | $5.3M |
| Middleton & Co. Inc. | 0.56% | Add +0.4% | 43,910 | $5.3M |
| HM Payson & Co. | 0.07% | Add +25.9% | 43,731 | $5.3M |
| Perspective Wealth Advisors LLC | 3.73% | — | 43,587 | $5.2M |
| Cooke Wealth Management, LLC | 4.57% | — | 41,150 | $5.2M |
| Capital Advantage, Inc. | 0.71% | Reduce -1.3% | 43,525 | $5.2M |
| Sandbox Financial Partners, LLC | 1.44% | Add +6.8% | 43,395 | $5.2M |
| Montag A & Associates Inc. | 0.24% | Reduce -1.5% | 43,338 | $5.2M |
| SageView Advisory Group, LLC | 0.18% | Add +11.8% | 43,330 | $5.2M |
| Foundations Investment Advisors, LLC | 0.07% | Add +16.9% | 43,279 | $5.2M |
| Ameritas Investment Partners, Inc. | 0.16% | Add +2.0% | 43,279 | $5.2M |
| Ewa, LLC | 1.27% | Add +5.0% | 43,192 | $5.2M |
| Leo Wealth, LLC | 0.38% | Add +1.8% | 43,099 | $5.2M |
| Vista Investment Management | 1.71% | Add +0.9% | 42,976 | $5.2M |
| MSH Capital Advisors LLC | 1.10% | Add +1.9% | 42,723 | $5.1M |
| Cozad Asset Management Inc. | 0.40% | Reduce -24.7% | 42,687 | $5.1M |
| Astoria Strategic Wealth, Inc. | 1.29% | Add +11.5% | 42,682 | $5.1M |
| Wealth Enhancement Trust Services, Inc. | 0.65% | — | 42,621 | $5.1M |
| Pettyjohn, Wood & White, Inc. | 0.80% | Reduce -4.5% | 42,516 | $5.1M |
| Crestmont Private Wealth LLC | 1.66% | Reduce -0.6% | 42,499 | $5.1M |
| Avior Wealth Management, LLC | 0.16% | Add +7.9% | 42,488 | $5.1M |
| Palisade Capital Management, LP | 0.17% | Add +175.0% | 42,465 | $5.1M |
| Hilltop Holdings Inc. | 0.30% | Add +10.1% | 42,137 | $5.1M |
| Causey Wealth LLC | 2.30% | Reduce -0.1% | 42,112 | $5.1M |
| Global Trust Wealth Management LLC | 3.72% | — | 41,716 | $5.0M |
| Verus Capital Partners, LLC | 0.34% | Reduce -15.7% | 41,678 | $5.0M |
| Anb Bank | 1.98% | Reduce -0.6% | 41,527 | $5.0M |
| Level Four Advisory Services, LLC | 0.16% | Add +9.1% | 41,522 | $5.0M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +71.8% | 41,229 | $5.0M |
| Mechanics Financial Corp | 1.83% | Add +0.6% | 41,222 | $5.0M |
| Wedmont Private Capital | 0.17% | Add +3.1% | 39,980 | $4.9M |
| Roehl & Yi Investment Advisors, LLC | 1.97% | Reduce -0.7% | 41,106 | $4.9M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -5.3% | 41,058 | $4.9M |
| Bigelow Investment Advisors, LLC | 1.92% | Reduce -5.8% | 41,006 | $4.9M |
| Betterment LLC | 0.01% | Add +2.1% | 40,797 | $4.9M |
| Colonial Trust Advisors | 0.37% | Add +2.3% | 40,663 | $4.9M |
| Centennial Bank | 1.94% | Reduce -2.5% | 40,651 | $4.9M |
| Mather Group, Llc. | 0.05% | Reduce -3.5% | 40,569 | $4.9M |
| Bauman Advisory Group, LLC | 3.91% | — | 40,330 | $4.8M |
| Transcend Capital Advisors, LLC | 0.38% | Add +26.3% | 40,320 | $4.8M |
| Verde Capital Management | 1.02% | Reduce -2.5% | 39,968 | $4.8M |
| Silverlake Wealth Management LLC | 1.08% | Add +38.0% | 39,912 | $4.8M |
| Kanawha Capital Management LLC | 0.33% | Reduce -0.8% | 39,907 | $4.8M |
| Palisade Asset Management, LLC | 0.47% | Add +4.5% | 39,889 | $4.8M |
| CreativeOne Wealth, LLC | 0.12% | Add +4.7% | 39,809 | $4.8M |
| PKO Investment Management Joint-Stock Co | 0.38% | No change | 39,786 | $4.8M |
| Greenfield Savings Bank | 2.01% | Reduce -0.4% | 39,755 | $4.8M |
| Wellspring Financial Advisors, LLC | 0.38% | Reduce -1.1% | 408,650 | $4.7M |
| Macroview Investment Management LLC | 3.26% | Add +110.5% | 39,426 | $4.7M |
| Element Wealth, LLC | 1.96% | Reduce -3.0% | 39,426 | $4.7M |
| MRP Capital Investments, LLC | 3.96% | Reduce -0.5% | 39,300 | $4.7M |
| Apollon Financial, LLC | 0.68% | Add +25.8% | 39,010 | $4.7M |
| Wescott Financial Advisory Group, LLC | 0.41% | Reduce -0.1% | 38,922 | $4.7M |
| Lee, Kelleher & Klein Wealth Management | 2.79% | Add +2.4% | 38,911 | $4.7M |
| Carl P. Sherr & Co., LLC | 2.08% | Reduce -3.7% | 36,725 | $4.7M |
| Convergence Financial, LLC | 0.68% | Add +64.7% | 38,802 | $4.7M |
| Transcendent Capital Group LLC | 2.11% | Reduce -1.4% | 38,737 | $4.7M |
| Glassy Mountain Advisors, Inc. | 1.40% | Add +2.6% | 38,653 | $4.6M |
| Pinnacle Wealth Planning Services, Inc. | 0.48% | Reduce -13.2% | 38,619 | $4.6M |
| Split Rock Private Trading & Wealth Management, LLC | 3.71% | — | 38,525 | $4.6M |
| Wedbush Securities Inc. | 0.13% | Add +6.5% | 38,460 | $4.6M |
| Silver Oak Securities, Incorporated | 0.31% | Reduce -1.8% | 37,786 | $4.6M |
| Fortress Financial Group, LLC | 3.39% | Add +6.2% | 38,229 | $4.6M |
| Sheets Smith Wealth Management | 0.50% | Add +0.9% | 37,994 | $4.6M |
| Lakeshore Financial Planning, Inc. | 1.62% | Add +1.0% | 37,832 | $4.5M |
| Madison Park Capital Advisors, LLC | 3.69% | Add +0.8% | 37,790 | $4.5M |
| Phillips Financial Management, LLC | 0.29% | Reduce -23.6% | 37,594 | $4.5M |
| Sterling Investment Advisors LLC | 2.19% | Reduce -1.2% | 37,568 | $4.5M |
| Arrowroot Family Office, LLC | 1.64% | Add +5.0% | 37,559 | $4.5M |
| Wolff Wiese Magana LLC | 2.47% | Add +4.2% | 37,487 | $4.5M |
| Peoples Bank | 2.79% | Reduce -1.3% | 37,485 | $4.5M |
| Burke & Herbert Bank & Trust Co. | 1.24% | Reduce -55.6% | 37,460 | $4.5M |
| IMA Advisory Services, Inc. | 0.43% | Add +0.2% | 37,398 | $4.5M |
| Amara Financial, Llc. | 3.11% | Add +49.4% | 37,349 | $4.5M |
| Affiance Financial, LLC | 0.72% | Add +9.0% | 37,278 | $4.5M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Add +48.9% | 37,166 | $4.5M |
| Simplicity Wealth,LLC | 0.27% | Reduce -7.8% | 37,145 | $4.5M |
| Spinnaker Trust | 0.24% | Reduce -0.0% | 37,134 | $4.5M |
| Private Advisory Group LLC | 0.35% | Reduce -4.0% | 37,013 | $4.4M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2.17% | No change | 37,000 | $4.4M |
| Invenio Wealth Partners LLC | 1.65% | Add +3.7% | 36,865 | $4.4M |
| Elyxium Wealth, LLC | 1.22% | Reduce -4.5% | 36,723 | $4.4M |
| Conquis Financial LLC | 3.78% | Add +4.5% | 36,572 | $4.4M |
| Adirondack Capital Advisors, LLC | 2.95% | — | 36,462 | $4.4M |
| Colonial Trust Co / SC | 0.58% | Add +5.7% | 36,370 | $4.4M |
| PFG Private Wealth Management, LLC | 1.91% | Add +1303.2% | 36,328 | $4.4M |
| Northstar Advisory Group, LLC | 1.54% | Add +574.6% | 36,188 | $4.3M |
| Meeder Advisory Services, Inc. | 0.19% | Add +4.6% | 36,188 | $4.3M |
| Lanark Financial, Inc. | 0.33% | Add +5.4% | 35,957 | $4.3M |
| Lee Danner & Bass Inc. | 0.31% | Reduce -0.5% | 35,928 | $4.3M |
| Winthrop Partners - WNY, LLC | 2.32% | — | 35,795 | $4.3M |
| MJT & Associates Financial Advisory Group, Inc. | 3.21% | Reduce -1.3% | 35,771 | $4.3M |
| National Philanthropic Trust | 0.04% | Add +0.4% | 35,663 | $4.3M |
| Smith Shellnut Wilson LLC | 1.64% | Add +3.0% | 35,649 | $4.3M |
| Wick Capital Partners, LLC | 0.77% | Add +13.1% | 35,634 | $4.3M |
| Gateway Wealth Partners, LLC | 0.48% | Reduce -2.5% | 35,588 | $4.3M |
| Curat Global, LLC | 4.74% | Reduce -20.8% | 35,528 | $4.3M |
| Marvin & Palmer Associates Inc. | 3.01% | New | 35,470 | $4.3M |
| Summit Place Financial Advisors, LLC | 2.06% | Reduce -2.7% | 35,336 | $4.2M |
| WCG Wealth Advisors LLC | 0.12% | Add +89.2% | 35,253 | $4.2M |
| Waldron Private Wealth LLC | 0.17% | Reduce -20.8% | 35,202 | $4.2M |
| Focus Financial Network, Inc. | 0.15% | Add +3.2% | 35,162 | $4.2M |
| Birchbrook, Inc. | 2.10% | Reduce -1.9% | 35,006 | $4.2M |
| Mutual Advisors, LLC | 0.09% | Reduce -7.1% | 34,945 | $4.2M |
| St Germain D J Co. Inc. | 0.16% | Add +0.4% | 34,849 | $4.2M |
| Vickerman Investment Advisors, Inc. | 0.84% | Add +4.6% | 34,825 | $4.2M |
| Donaldson Capital Management, LLC | 0.13% | Add +0.2% | 34,811 | $4.2M |
| WBH Advisory Inc. | 0.31% | Reduce -1.4% | 34,761 | $4.2M |
| Old Mission Investment Co LLC | 0.99% | Reduce -3.8% | 34,498 | $4.1M |
| LaSalle St. Investment Advisors, LLC | 0.67% | Reduce -6.2% | 34,484 | $4.1M |
| Redhawk Wealth Advisors, Inc. | 0.46% | Add +11.7% | 34,427 | $4.1M |
| Annex Advisory Services, LLC | 0.08% | Reduce -0.6% | 34,373 | $4.1M |
| Garrison Point Advisors, LLC | 1.82% | Reduce -1.9% | 34,297 | $4.1M |
| Black Diamond Financial, LLC | 0.43% | Reduce -3.6% | 34,243 | $4.1M |
| Greenup Street Wealth Management LLC | 0.59% | Add +16.2% | 34,025 | $4.1M |
| Greykasell Wealth Strategies, Inc. | 1.61% | Reduce -6.9% | 34,007 | $4.1M |
| Retirement Planning Group, LLC | 0.13% | Reduce -5.9% | 33,860 | $4.1M |
| J. R. Prunier Capital Management LLC | 1.69% | — | 33,835 | $4.1M |
| Nepc LLC | 0.09% | Add +0.4% | 33,763 | $4.1M |
| Canopy Partners, LLC | 1.32% | Reduce -0.6% | 33,667 | $4.0M |
| Jaffetilchin Investment Partners, LLC | 0.24% | Add +4.3% | 33,611 | $4.0M |
| Sage Mountain Advisors LLC | 0.21% | Reduce -8.8% | 33,524 | $4.0M |
| Evercore Wealth Management, LLC | 0.06% | Reduce -8.7% | 33,492 | $4.0M |
| Bay Capital Advisors, LLC | 2.45% | Add +0.4% | 33,404 | $4.0M |
| TSG Advice Partners, LLC | 0.61% | — | 33,347 | $4.0M |
| Quad-Cities Investment Group, LLC | 1.65% | Reduce -0.2% | 33,261 | $4.0M |
| United Bank | 1.35% | Reduce -2.6% | 33,167 | $4.0M |
| Stone Summit Wealth LLC | 1.08% | Reduce -0.7% | 33,044 | $4.0M |
| Adirondack Trust Co. | 1.31% | Reduce -3.3% | 33,033 | $4.0M |
| Vericrest Private Wealth | 3.53% | — | 33,032 | $4.0M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.32% | Add +0.4% | 32,983 | $4.0M |
| Magnolia Capital Management Ltd. | 2.94% | Add +0.5% | 32,859 | $3.9M |
| First Manhattan Co. Llc. | 0.01% | Add +8.9% | 32,849 | $3.9M |
| Windsor Capital Management, LLC | 1.15% | Reduce -5.4% | 32,722 | $3.9M |
| Clear Creek Financial Management, LLC | 0.32% | Add +3.0% | 32,672 | $3.9M |
| Syntax Research, Inc. | 2.42% | Add +0.0% | 32,654 | $3.9M |
| Post Resch Tallon Group Inc. | 3.30% | Add +16.7% | 32,516 | $3.9M |
| Alpha Financial Partners LLC | 2.38% | Reduce -2.7% | 32,467 | $3.9M |
| Newton One Investments LLC | 1.15% | Add +2.2% | 32,461 | $3.9M |
| Neuberger Berman Group LLC | 0.00% | Add +21.9% | 32,335 | $3.9M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +7.4% | 32,297 | $3.9M |
| Leavell Investment Management, Inc. | 0.16% | Reduce -5.0% | 32,286 | $3.9M |
| Silvercrest Asset Management Group LLC | 0.03% | Add +148.8% | 32,269 | $3.9M |
| Koesten, Hirschmann & Crabtree, INC. | 1.90% | Reduce -0.9% | 32,149 | $3.9M |
| Cape Ann Savings Bank | 1.98% | Reduce -0.3% | 32,035 | $3.8M |
| Perennial Investment Advisors, LLC | 0.30% | Reduce -13.1% | 32,024 | $3.8M |
| Heritage Investors Management Corp. | 0.11% | Add +0.3% | 31,990 | $3.8M |
| First Hawaiian Bank | 0.51% | Reduce -23.6% | 31,966 | $3.8M |
| Madden Advisory Services, Inc. | 1.54% | Add +0.8% | 31,867 | $3.8M |
| Hubbell Strickland Wealth Management, LLC | 1.54% | Add +0.5% | 31,855 | $3.8M |
| Vanguard Group Inc. | 0.00% | Add +2.2% | 31,735 | $3.8M |
| Capital Planning LLC | 1.07% | Add +3.8% | 31,409 | $3.8M |
| Baron Financial Group, LLC | 2.04% | Reduce -5.4% | 31,657 | $3.8M |
| Granite FO LLC | 2.03% | Add +10.6% | 31,655 | $3.8M |
| NTV Asset Management LLC | 0.40% | Reduce -38.5% | 31,620 | $3.8M |
| Delta Wealth Advisors LLC | 3.18% | Reduce -0.6% | 31,606 | $3.8M |
| SG Americas Securities, LLC | 0.01% | Add +35.5% | 31,369 | $3.8M |
| Beaumont Financial Advisors, LLC | 0.25% | Reduce -1.4% | 31,369 | $3.8M |
| WealthCare Investment Partners, LLC | 1.09% | Add +1.5% | 30,925 | $3.8M |
| Parsons Capital Management Inc. | 0.21% | Reduce -6.6% | 31,213 | $3.8M |
| Verus Wealth Management, LLC | 3.50% | Add +1.9% | 31,212 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -32.2% | 31,201 | $3.8M |
| Variant Private Wealth, LLC | 3.90% | Reduce -9.2% | 31,196 | $3.7M |
| Vigilare Wealth Management | 1.25% | New | 30,987 | $3.7M |
| Biltmore Family Office, LLC | 0.51% | Add +0.7% | 30,781 | $3.7M |
| Fluent Financial, LLC | 1.41% | New | 30,704 | $3.7M |
| Central Bank & Trust Co. | 0.57% | Add +33.1% | 30,703 | $3.7M |
| Midwest Financial Group LLC | 1.62% | Reduce -17.9% | 30,600 | $3.7M |
| Advyzon Investment Management, LLC | 0.43% | Add +25.6% | 30,535 | $3.7M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Add +1.8% | 30,509 | $3.7M |
| AMG National Trust Bank | 0.09% | Reduce -3.7% | 30,317 | $3.6M |
| First Western Trust Bank | 0.18% | Reduce -0.1% | 30,271 | $3.6M |
| Harbor Investment Advisory, LLC | 0.27% | Add +15.9% | 30,188 | $3.6M |
| Trustmark Bank Trust Department | 0.23% | Add +0.3% | 30,156 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.17% | Add +41.1% | 30,140 | $3.6M |
| Vawter Financial, Ltd. | 1.53% | Reduce -1.6% | 30,125 | $3.6M |
| FAS Wealth Partners, Inc. | 0.23% | Add +0.2% | 30,116 | $3.6M |
| Corundum Trust Company, INC | 8.23% | Reduce -6.3% | 30,082 | $3.6M |
| Eley Financial Management, Inc | 1.30% | Add +1.9% | 30,011 | $3.6M |
| Endowment Wealth Management, Inc. | 1.66% | Add +23.9% | 29,983 | $3.6M |
| Tritonpoint Wealth, LLC | 0.36% | Reduce -35.7% | 29,888 | $3.6M |
| Journey Beyond Wealth, LLC | 2.85% | Reduce -13.3% | 29,859 | $3.6M |
| Centaurus Financial, Inc. | 0.16% | Add +15.6% | 29,779 | $3.6M |
| ASL Financial, LLC | 2.81% | — | 29,777 | $3.6M |
| Rothschild Wealth LLC | 0.34% | Add +29.9% | 29,739 | $3.6M |
| 1015 Capital Partners, LLC | 3.51% | — | 29,705 | $3.6M |
| Forte Asset Management LLC | 1.62% | Add +45.1% | 29,702 | $3.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.43% | Reduce -4.3% | 29,669 | $3.6M |
| United Advisor Group, LLC | 0.46% | Reduce -7.7% | 29,641 | $3.6M |
| Kagan Cocozza Asset Management | 2.53% | Add +4.3% | 29,614 | $3.6M |
| Physician Wealth Advisors, Inc. | 0.49% | Add +0.0% | 29,554 | $3.6M |
| Diversified Trust Co. | 0.07% | Add +0.3% | 29,375 | $3.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +1743.5% | 29,219 | $3.5M |
| Precision Wealth Strategies, LLC | 1.14% | Reduce -10.3% | 29,216 | $3.5M |
| Vestor Capital, LLC | 0.30% | Reduce -97.2% | 785 | $3.5M |
| Western Wealth Management, LLC | 0.16% | Add +23.9% | 29,147 | $3.5M |
| Bristlecone Value Partners, LLC | 4.01% | — | 28,936 | $3.5M |
| Aureum Wealth Management, LLC | 3.22% | — | 28,890 | $3.5M |
| Gryphon Financial Partners LLC | 0.37% | Add +1.4% | 28,875 | $3.5M |
| Asset Management Group, Inc. | 0.56% | Reduce -0.8% | 28,790 | $3.5M |
| Visionary Wealth Advisors | 0.16% | Add +4.7% | 28,704 | $3.4M |
| Laurel Oak Wealth Management, LLC | 0.58% | — | 28,663 | $3.4M |
| CoreFirst Bank & Trust | 1.86% | Reduce -12.4% | 28,605 | $3.4M |
| Aft, Forsyth & Company, Inc. | 1.48% | Reduce -0.0% | 28,478 | $3.4M |
| AE Wealth Management LLC | 0.02% | Reduce -1.4% | 28,456 | $3.4M |
| Bryn Mawr Trust Advisors, LLC | 0.16% | Add +25.8% | 28,393 | $3.4M |
| Viewpoint Capital Management LLC | 1.47% | No change | 28,269 | $3.4M |
| PCA Investment Advisory Services Inc. | 1.19% | Reduce -12.7% | 28,120 | $3.4M |
| Diversified Portfolios, Inc. | 0.28% | Add +8.6% | 28,255 | $3.4M |
| DBK Financial Counsel, LLC | 2.60% | Reduce -0.1% | 28,123 | $3.4M |
| Wiser Wealth Management, Inc | 0.75% | Add +2.5% | 28,027 | $3.4M |
| Heartwood Wealth Advisors LLC | 0.31% | Add +8.5% | 28,024 | $3.4M |
| Arax Advisory Partners | 0.10% | New | 28,018 | $3.4M |
| Flputnam Investment Management Co. | 0.05% | Reduce -15.3% | 27,949 | $3.4M |
| Sei Investments Co. | 0.00% | Reduce -22.7% | 27,735 | $3.3M |
| Optima Capital LLC | 1.44% | Reduce -3.9% | 27,598 | $3.3M |
| Destiny Capital Corp | 1.70% | Add +140.8% | 27,451 | $3.3M |
| JMG Financial Group, Ltd. | 0.09% | Add +1.1% | 27,401 | $3.3M |
| Jacobi Capital Management LLC | 0.19% | Reduce -2.6% | 27,365 | $3.3M |
| Trust Co. of Toledo NA | 0.32% | Reduce -1.3% | 27,359 | $3.3M |
| Tilson Financial Group, Inc. | 1.01% | Reduce -0.1% | 27,343 | $3.3M |
| Abundance Wealth Counselors | 0.55% | Reduce -4.5% | 27,338 | $3.3M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +24.3% | 27,298 | $3.3M |
| YANKCOM Partnership | 1.39% | Add +1.0% | 27,249 | $3.3M |
| Coppell Advisory Solutions LLC | 0.32% | Add +29.6% | 26,909 | $3.3M |
| Hi-Line Capital Management, LLC | 1.09% | Reduce -41.7% | 27,223 | $3.3M |
| New Hampshire Trust | 0.64% | Add +1.5% | 27,209 | $3.3M |
| Summit Wealth Partners, LLC | 0.60% | Reduce -9.1% | 27,192 | $3.3M |
| Keebeck Wealth Management | 0.38% | Add +1.2% | 27,179 | $3.3M |
| Gallagher Capital Advisors, LLC | 2.10% | New | 27,106 | $3.3M |
| Well Done, LLC | 0.48% | Add +0.3% | 26,916 | $3.2M |
| Steigerwald, Gordon & Koch Inc. | 0.31% | Reduce -0.6% | 26,890 | $3.2M |
| Dunhill Financial, LLC | 1.02% | Reduce -0.9% | 26,839 | $3.2M |
| M3 Wealth Management, LLC | 2.62% | — | 26,735 | $3.2M |
| Atticus Wealth Management, LLC | 0.79% | Add +0.1% | 26,726 | $3.2M |
| Breakwater Capital Group | 0.45% | Add +2.3% | 26,631 | $3.2M |
| Park Place Capital Corp | 0.66% | Reduce -6.5% | 26,554 | $3.2M |
| Okabena Investment Services Inc. | 0.61% | Add +3.1% | 26,532 | $3.2M |
| Godfrey Financial Associates, Inc. | 2.74% | — | 26,372 | $3.2M |
| SOA Wealth Advisors, LLC. | 0.52% | Reduce -4.2% | 26,320 | $3.2M |
| Adkins Seale Capital Management LLC | 3.12% | — | 26,312 | $3.2M |
| Mullaney, Keating & Wright, Inc. | 1.67% | Add +1.4% | 26,294 | $3.2M |
| Klaas Financial Asset Advisors, LLC | 0.46% | Add +2.0% | 26,224 | $3.2M |
| Lynch Investment Planning, LLC | 3.02% | — | 26,221 | $3.2M |
| Mill Creek Capital Advisors, LLC | 0.06% | Add +4.6% | 26,145 | $3.1M |
| Willis Johnson & Associates, Inc. | 0.19% | Reduce -78.1% | 26,094 | $3.1M |
| Shepherd Kaplan Krochuk, LLC | 2.59% | Reduce -12.7% | 26,066 | $3.1M |
| Westmount Partners, LLC | 0.78% | Add +0.3% | 26,052 | $3.1M |
| Farmers Trust Co. | 0.51% | Reduce -2.5% | 26,042 | $3.1M |
| Koshinski Asset Management, Inc. | 0.20% | Reduce -4.3% | 26,041 | $3.1M |
| Provenance Wealth Advisors, LLC | 0.35% | Add +0.2% | 26,009 | $3.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | New | 25,983 | $3.1M |
| Emerald Advisors, LLC | 0.42% | Reduce -32.8% | 25,979 | $3.1M |
| Cornerstone Wealth Management, LLC | 0.16% | Reduce -0.6% | 25,971 | $3.1M |
| ETF Portfolio Partners, Inc. | 0.80% | Add +1.4% | 25,966 | $3.1M |
| United Community Bank | 1.18% | Add +8.6% | 25,889 | $3.1M |
| Providence Capital Advisors, LLC | 0.52% | Add +0.8% | 25,883 | $3.1M |
| Verdence Capital Advisors LLC | 0.18% | Reduce -28.9% | 25,879 | $3.1M |
| TPG Advisors LLC | 1.93% | Reduce -1.0% | 25,813 | $3.1M |
| Essex Financial Services, Inc. | 0.18% | Add +0.2% | 25,789 | $3.1M |
| Wealthquest Corp | 0.23% | Reduce -2.1% | 25,787 | $3.1M |
| Stratos Wealth Advisors, LLC | 0.15% | Reduce -8.7% | 25,649 | $3.1M |
| John W. Brooker & Co., CPAs | 5.50% | Reduce -6.7% | 25,563 | $3.1M |
| Balanced Wealth Group LLC | 1.11% | Reduce 0.0% | 25,531 | $3.0M |
| Fortress Financial Solutions, LLC | 3.08% | Reduce -6.0% | 25,072 | $3.0M |
| Greenwood Capital Associates LLC | 0.33% | Reduce -3.4% | 24,988 | $3.0M |
| Pennsylvania Capital Management Inc. | 0.82% | Reduce -5.4% | 24,870 | $3.0M |
| Golden State Wealth Management, LLC | 0.31% | Reduce -1.3% | 24,774 | $3.0M |
| Bluestem Financial Advisors, LLC | 1.15% | Reduce -1.0% | 24,677 | $3.0M |
| Obsidian Cio, LLC | 4.39% | Reduce -91.1% | 24,649 | $3.0M |
| Hicks Capital Management LLC | 2.98% | Add +0.2% | 24,630 | $3.0M |
| Zacks Investment Management | 0.02% | Add +16.1% | 24,556 | $3.0M |
| Westside Investment Management, Inc. | 0.47% | Add +0.1% | 24,389 | $2.9M |
| Wealth Alliance, LLC | 0.29% | Reduce -2.5% | 24,317 | $2.9M |
| Shufro Rose & Co. LLC | 0.20% | Add +17.5% | 24,277 | $2.9M |
| Municipal Employees' Retirement System of Michigan | 0.03% | No change | 24,129 | $2.9M |
| Quotient Wealth Partners, LLC | 0.08% | Reduce -95.7% | 24,115 | $2.9M |
| CVA Family Office, LLC | 0.33% | Reduce -3.4% | 24,042 | $2.9M |
| Sepio Capital, LP | 0.16% | Add +50.7% | 23,932 | $2.9M |
| Boyd Watterson Asset Management LLC | 0.83% | No change | 23,850 | $2.9M |
| GAMMA Investing LLC | 0.14% | Add +8.0% | 23,841 | $2.9M |
| Union Savings Bank | 1.24% | — | 23,785 | $2.9M |
| Valley National Advisers Inc. | 0.39% | Reduce -24.9% | 23,668 | $2.8M |
| Montis Financial, LLC | 0.56% | Add +1.4% | 23,594 | $2.8M |
| Keystone Financial Group | 0.21% | Reduce -5.3% | 23,560 | $2.8M |
| American National Bank & Trust | 0.27% | Reduce 0.0% | 23,504 | $2.8M |
| Southeast Asset Advisors, LLC | 0.27% | Reduce -3.0% | 23,471 | $2.8M |
| Arete Wealth Advisors, LLC | 0.19% | Add +17.3% | 23,388 | $2.8M |
| HUB Investment Partners, LLC | 0.08% | Add +3.4% | 23,381 | $2.8M |
| Woodside Wealth Management LLC | 2.10% | Add +0.6% | 23,361 | $2.8M |
| Greenwich Wealth Management LLC | 0.13% | Add +0.0% | 23,316 | $2.8M |
| Allegheny Financial Group | 0.41% | Add +118.7% | 23,286 | $2.8M |
| Tiemann Investment Advisors, LLC | 1.08% | Add +1.6% | 23,195 | $2.8M |
| Lionsbridge Wealth Management LLC | 2.82% | Reduce -16.7% | 23,168 | $2.8M |
| Goldstone Financial Group, LLC | 0.31% | Add +10.4% | 23,150 | $2.8M |
| McGlone Suttner Wealth Management, Inc. | 0.37% | Add +8.0% | 23,139 | $2.8M |
| Cornerstone Advisors Asset Management, LLC | 0.45% | Reduce -6.8% | 23,114 | $2.8M |
| Newman Dignan & Sheerar, Inc. | 0.58% | Reduce -0.3% | 23,109 | $2.8M |
| Busey Bank | 0.07% | Add +6.7% | 23,067 | $2.8M |
| One Capital Management, LLC | 0.08% | Reduce -58.4% | 22,960 | $2.8M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -7.7% | 22,723 | $2.8M |
| Syon Capital LLC | 0.14% | Add +1.1% | 22,821 | $2.7M |
| Tradition Wealth Management, LLC | 0.20% | Add +0.5% | 22,755 | $2.7M |
| Birch Financial Group, LLC | 1.56% | Add +4.1% | 22,752 | $2.7M |
| PFG Advisors | 0.13% | Reduce -4.3% | 22,635 | $2.7M |
| BridgePort Financial Solutions, LLC | 0.73% | Reduce -2.0% | 22,585 | $2.7M |
| Central Pacific Bank - Trust Division | 0.35% | Add +18.4% | 22,582 | $2.7M |
| Strive Financial Group ,LLC | 1.43% | — | 22,564 | $2.7M |
| Blue Line Capital, LLC / IL | 3.20% | — | 22,478 | $2.7M |
| CM Wealth Advisors LLC | 0.61% | Add +7.0% | 22,424 | $2.7M |
| Armbruster Capital Management, Inc. | 0.45% | Reduce -2.6% | 22,398 | $2.7M |
| RoundAngle Advisors LLC | 1.96% | Add +8.4% | 22,365 | $2.7M |
| FourThought Financial Partners, LLC | 0.23% | Add +25.0% | 22,365 | $2.7M |
| Rialto Wealth Management, LLC | 0.64% | No change | 22,362 | $2.7M |
| Cahill Financial Advisors Inc. | 0.29% | Reduce -4.7% | 22,346 | $2.7M |
| RVW Wealth, LLC | 0.20% | Reduce -0.7% | 22,328 | $2.7M |
| Midwest Professional Planners, LTD. | 0.63% | Reduce -0.9% | 22,285 | $2.7M |
| HRT Financial LP | 0.01% | Add +151.3% | 22,273 | $2.7M |
| Pines Wealth Management, LLC | 0.86% | Add +5.3% | 22,130 | $2.7M |
| Innovative Wealth Building LLC | 1.94% | Add +1.4% | 22,115 | $2.7M |
| Keenan, LLC | 2.33% | — | 22,038 | $2.6M |
| VeraBank, N.A. | 0.48% | No change | 22,008 | $2.6M |
| Wealth Management Partners, LLC | 0.75% | Reduce -9.1% | 21,985 | $2.6M |
| CRA Financial Services, LLC | 0.34% | Reduce -4.2% | 21,899 | $2.6M |
| Glen Eagle Advisors, LLC | 0.36% | Reduce -4.0% | 21,867 | $2.6M |
| Brown Wealth Management, LLC | 0.69% | New | 21,864 | $2.6M |
| Arvest Investments, Inc. | 0.37% | New | 21,863 | $2.6M |
| Culbertson A N & Co. Inc. | 0.36% | Reduce -0.5% | 21,821 | $2.6M |
| StoneX Group Inc. | 0.11% | Reduce -4.0% | 21,606 | $2.6M |
| Financial Counselors Inc. | 3.61% | Add +56.1% | 21,670 | $2.6M |
| UNIVEST FINANCIAL Corp | 0.14% | Reduce -0.7% | 21,598 | $2.6M |
| Argyle Capital Partners, LLC | 1.90% | Reduce -5.0% | 21,591 | $2.6M |
| Davis R M Inc. | 0.04% | Reduce -3.3% | 21,495 | $2.6M |
| Quest 10 Wealth Builders, Inc. | 2.31% | Add +0.3% | 21,491 | $2.6M |
| Marin Bay Wealth Advisors, LLC | 1.47% | — | 21,324 | $2.6M |
| GW&K Investment Management, LLC | 0.02% | Add +14.5% | 21,308 | $2.6M |
| Family Office Research LLC | 1.04% | Add +0.6% | 20,860 | $2.6M |
| Independent Family Office, LLC | 1.07% | Add +1.0% | 21,267 | $2.6M |
| TruNorth Capital Management, LLC | 0.48% | No change | 21,260 | $2.6M |
| Capital Squared Financial LLC | 1.99% | Add +33.6% | 21,239 | $2.6M |
| Inspire Advisors, LLC | 0.23% | Add +12.8% | 21,225 | $2.6M |
| Balentine LLC | 0.10% | Reduce -4.8% | 21,225 | $2.6M |
| Smartleaf Asset Management LLC | 0.10% | Reduce -8.5% | 20,899 | $2.5M |
| Heritage Wealth Management, Inc./Texas | 1.10% | Reduce -15.6% | 21,096 | $2.5M |
| Nixon Peabody Trust Co. | 0.19% | Reduce -4.3% | 21,045 | $2.5M |
| Elm Partners Management LLC | 0.11% | Add +3.7% | 21,045 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.15% | Reduce -2.5% | 20,993 | $2.5M |
| Pinnacle Bancorp, Inc. | 0.74% | Add +0.2% | 20,982 | $2.5M |
| Astra Wealth Partners LLC | 1.54% | Add +5.0% | 20,944 | $2.5M |
| Evanson Asset Management, LLC | 0.14% | Add +2.8% | 20,850 | $2.5M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +6.0% | 20,837 | $2.5M |
| Lewis Asset Management, LLC | 1.01% | Reduce -5.5% | 20,691 | $2.5M |
| Novem Group | 0.29% | Reduce -1.2% | 20,659 | $2.5M |
| Venturi Wealth Management, LLC | 0.11% | Reduce -11.7% | 20,503 | $2.5M |
| Narwhal Capital Management | 0.18% | Reduce -0.4% | 20,450 | $2.5M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -6.9% | 20,410 | $2.5M |
| Peterson Wealth Advisors, LLC | 0.33% | Add +0.5% | 20,395 | $2.5M |
| David J Yvars Group | 1.31% | Add +3.0% | 20,371 | $2.4M |
| Novak & Powell Financial Services, Inc. | 1.28% | Add +0.3% | 20,370 | $2.4M |
| Chapin Davis, Inc. | 0.57% | Reduce -0.3% | 20,293 | $2.4M |
| Ames National Corp. | 1.43% | Add +11.2% | 20,276 | $2.4M |
| Intrinsic Value Partners, LLC | 1.82% | Add +28.7% | 20,236 | $2.4M |
| Agf Management Ltd. | 0.01% | Reduce -0.6% | 20,200 | $2.4M |
| Fort Point Capital Partners LLC | 0.29% | Add +16.1% | 18,689 | $2.4M |
| Game Plan Financial Advisors, LLC | 1.05% | Add +12874.0% | 19,980 | $2.4M |
| Dana Investment Advisors, Inc. | 0.07% | Add +2.9% | 19,969 | $2.4M |
| Absolute Capital Management, LLC | 0.87% | Add +3.2% | 19,815 | $2.4M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.93% | Add +0.2% | 19,811 | $2.4M |
| LOM Asset Management Ltd | 0.69% | Add +1.4% | 19,754 | $2.4M |
| Ascent Group, LLC | 0.08% | Add +12.7% | 19,699 | $2.4M |
| Mechanics Bank Trust Department | 0.31% | Add +4.3% | 19,596 | $2.4M |
| Ullmann Wealth Partners Group, LLC | 0.25% | Reduce -1.7% | 19,989 | $2.4M |
| Sentinel Wealth Management, Inc. | 1.95% | Add +8.4% | 19,572 | $2.4M |
| Joel Isaacson & Co., LLC | 0.08% | Add +1.4% | 19,525 | $2.3M |
| Invera Wealth Advisors, LLC | 1.48% | Reduce -7.1% | 19,508 | $2.3M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.58% | No change | 18,211 | $2.3M |
| Kovack Advisors, Inc. | 0.11% | Add +297.4% | 19,479 | $2.3M |
| Aua Capital Management, LLC | 1.17% | Add +37.4% | 19,397 | $2.3M |
| Samalin Investment Counsel, LLC | 0.83% | Add +4.4% | 19,371 | $2.3M |
| Narus Financial Partners, LLC | 0.64% | Reduce -2.8% | 19,364 | $2.3M |
| TopTier Wealth Management, LLC | 1.58% | — | 19,330 | $2.3M |
| Revolve Wealth Partners, LLC | 0.27% | Reduce -2.8% | 19,310 | $2.3M |
| Cornell Pochily Investment Advisors, Inc. | 0.67% | Reduce -0.7% | 19,301 | $2.3M |
| Lyell Wealth Management, LP | 0.17% | Add +39.2% | 19,201 | $2.3M |
| Power Wealth Management LLC | 0.81% | New | 19,183 | $2.3M |
| Core Wealth Advisors, Inc. | 0.60% | Add +8.9% | 19,118 | $2.3M |
| SOL Capital Management CO | 0.21% | Add +23.6% | 19,101 | $2.3M |
| BXM Wealth LLC | 1.77% | New | 19,101 | $2.3M |
| Secure Asset Management, LLC | 0.36% | Reduce -7.6% | 19,063 | $2.3M |
| Twin Focus Capital Partners, LLC | 0.26% | Reduce -0.5% | 18,992 | $2.3M |
| Staley Capital Advisers Inc. | 0.09% | No change | 18,991 | $2.3M |
| Harbour Capital Advisors, LLC | 0.46% | Add +4.2% | 18,774 | $2.3M |
| JHP Wealth Management, LLC | 2.18% | — | 18,768 | $2.3M |
| Eq LLC | 0.65% | Reduce -66.7% | 18,747 | $2.3M |
| Evoke Wealth, LLC | 0.04% | Add +0.5% | 18,677 | $2.2M |
| Foundation Wealth Management, LLC\PA | 0.81% | Reduce -13.0% | 18,670 | $2.2M |
| Flavin Financial Services, Inc. | 1.53% | Add +0.4% | 18,630 | $2.2M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -28.1% | 18,603 | $2.2M |
| Shelton Wealth Management, LLC | 0.97% | Reduce -1.2% | 18,537 | $2.2M |
| Kassira Wealth Management LLC | 2.11% | Add +0.1% | 18,537 | $2.2M |
| World Equity Group, Inc. | 0.62% | Add +1.6% | 18,534 | $2.2M |
| Intrua Financial, LLC | 0.24% | Reduce -2.5% | 18,452 | $2.2M |
| Tranquility Partners, LLC | 0.80% | Reduce -0.4% | 18,420 | $2.2M |
| JT Stratford LLC | 0.29% | Reduce -81.3% | 18,414 | $2.2M |
| Missouri Trust & Investment Co | 0.65% | Add +1.1% | 18,373 | $2.2M |
| Expressive Wealth LLC | 2.38% | — | 18,324 | $2.2M |
| Delta Financial Advisors LLC | 0.57% | Reduce -0.5% | 18,298 | $2.2M |
| Steph & Co. | 0.63% | Reduce -0.1% | 18,281 | $2.2M |
| GC Wealth Management RIA, LLC | 0.08% | Reduce -33.8% | 18,255 | $2.2M |
| Sage Financial Management Group, Inc. | 0.67% | No change | 18,222 | $2.2M |
| Affinity Capital Advisors, LLC | 0.30% | No change | 18,219 | $2.2M |
| SevenBridge Financial Group, LLC | 0.35% | Reduce -3.6% | 17,075 | $2.2M |
| Talisman Wealth Advisors LLC | 1.70% | Reduce -9.6% | 18,159 | $2.2M |
| Fourpath Capital Management, LLC | 0.30% | Reduce -47.2% | 18,129 | $2.2M |
| Plancorp, LLC | 0.07% | Reduce -5.5% | 18,007 | $2.2M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -1.3% | 16,801 | $2.2M |
| Blue Trust, Inc. | 0.02% | Add +50.8% | 17,898 | $2.2M |
| Founders Grove Wealth Partners, LLC | 0.48% | Reduce -6.3% | 17,847 | $2.1M |
| Obermeyer Wealth Partners | 0.10% | Reduce -0.9% | 17,828 | $2.1M |
| McNamara Financial Services, Inc. | 0.41% | Reduce -65.7% | 17,813 | $2.1M |
| Urban Wealth Management, LLC | 1.99% | — | 17,807 | $2.1M |
| Roberts Wealth Advisors, LLC | 0.56% | Reduce -3.5% | 17,771 | $2.1M |
| Mann Financial Group, Inc. | 2.06% | Add +6.9% | 17,733 | $2.1M |
| Coastline Trust Co | 0.20% | Reduce -27.0% | 17,723 | $2.1M |
| Legacies Wealth LLC | 1.20% | No change | 17,711 | $2.1M |
| PFG Investments, LLC | 0.10% | Add +4.3% | 17,648 | $2.1M |
| JSF Financial, LLC | 0.44% | Reduce -4.3% | 17,628 | $2.1M |
| Camelot Technology Advisors, Inc. | 1.59% | Add +2.6% | 17,579 | $2.1M |
| Bernicke Wealth Management, Ltd. | 0.27% | — | 17,504 | $2.1M |
| Renaissance Technologies | 0.00% | New | 17,500 | $2.1M |
| Stratos Investment Management, LLC | 0.08% | Reduce -7.2% | 17,474 | $2.1M |
| SBI Securities Co., Ltd. | 0.05% | Reduce -0.8% | 17,434 | $2.1M |
| Zhang Financial LLC | 0.08% | Add +3.1% | 17,406 | $2.1M |
| Viawealth, LLC | 1.17% | Reduce -16.3% | 17,318 | $2.1M |
| Kohmann Bosshard Financial Services, LLC | 0.19% | Reduce -1.8% | 17,306 | $2.1M |
| FRG Family Wealth Advisors LLC | 0.32% | Add +22.2% | 17,277 | $2.1M |
| TRUE Private Wealth Advisors | 0.21% | Reduce -2.4% | 17,264 | $2.1M |
| SWP Financial LLC | 1.04% | Add +0.8% | 17,208 | $2.1M |
| Coldstream Capital Management Inc. | 0.03% | Add +14.6% | 17,202 | $2.1M |
| Second Line Capital, LLC | 0.42% | Reduce -8.7% | 17,198 | $2.1M |
| Great Diamond Partners, LLC | 0.40% | Reduce -2.4% | 17,165 | $2.1M |
| Means Investment Co., Inc. | 0.17% | Reduce -3.5% | 17,137 | $2.1M |
| Accurate Wealth Management, LLC | 0.26% | Add +5.2% | 16,276 | $2.1M |
| Hilltop National Bank | 0.50% | Reduce -3.8% | 17,107 | $2.1M |
| Scotia Capital Inc. | 0.01% | Add +11.4% | 17,029 | $2.0M |
| Caprock Group, LLC | 0.04% | Reduce -9.8% | 16,961 | $2.0M |
| Eastern Bank | 0.04% | Add +34.3% | 16,889 | $2.0M |
| Continuum Advisory, LLC | 0.20% | Reduce -6.5% | 16,845 | $2.0M |
| Meritage Portfolio Management | 0.13% | Reduce -1.7% | 16,843 | $2.0M |
| Bearing Point Capital, LLC | 0.31% | Add +4.0% | 16,733 | $2.0M |
| Joel Adams & Associates, Inc. | 1.50% | Add +3.7% | 16,650 | $2.0M |
| Thrive Wealth Management, LLC | 0.29% | Add +3.4% | 16,614 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +48.9% | 16,607 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.13% | Reduce -0.2% | 16,518 | $2.0M |
| RCW Management, LLC | 2.00% | — | 16,507 | $2.0M |
| Roman Butler Fullerton & Co. | 0.52% | Add +1.2% | 15,211 | $2.0M |
| Uniting Wealth Partners, LLC | 0.61% | Reduce -0.1% | 16,484 | $2.0M |
| Indivisible Partners | 0.21% | — | 16,481 | $2.0M |
| Capital Advisors, Ltd. LLC | 0.22% | Reduce -7.8% | 16,467 | $2.0M |
| St. Clair Advisors, LLC | 0.51% | Add +8.3% | 16,394 | $2.0M |
| Cypress Financial Planning LLC | 0.55% | Reduce -1.7% | 16,081 | $2.0M |
| WealthShield Partners, LLC | 0.22% | Add +3.6% | 16,273 | $2.0M |
| Forza Wealth Management, LLC | 0.70% | Reduce -0.4% | 16,186 | $1.9M |
| Barclays PLC | 0.00% | Reduce -23.2% | 16,166 | $1.9M |
| Cora Capital Advisors LLC | 0.76% | Reduce -4.8% | 16,151 | $1.9M |
| First County Bank | 1.02% | Reduce -4.4% | 16,064 | $1.9M |
| High Net Worth Advisory Group LLC | 0.44% | Add +2.1% | 16,011 | $1.9M |
| Bison Wealth, LLC | 0.22% | Reduce -8.4% | 15,927 | $1.9M |
| Choate Investment Advisors | 0.04% | Reduce -63.6% | 15,861 | $1.9M |
| Moors & Cabot, Inc. | 0.08% | Add +12.3% | 15,857 | $1.9M |
| Cadence Bank | 0.11% | Reduce -3.2% | 15,824 | $1.9M |
| Jamison Private Wealth Management, Inc. | 0.24% | Add +4.6% | 15,820 | $1.9M |
| MidFirst Bank | 0.15% | — | 15,807 | $1.9M |
| Fulton Bank, N.A. | 0.07% | Add +18.5% | 15,784 | $1.9M |
| Alpine Bank Wealth Management | 0.27% | No change | 15,772 | $1.9M |
| 2UniFi Bank | 0.89% | Add +2.6% | 15,687 | $1.9M |
| Quadcap Wealth Management, LLC | 0.21% | Reduce -0.8% | 15,625 | $1.9M |
| Rogco, LP | 0.62% | Add +3.5% | 15,598 | $1.9M |
| Nisa Investment Advisors, LLC | 0.01% | New | 15,443 | $1.9M |
| South Plains Financial, Inc. | 1.10% | No change | 15,425 | $1.9M |
| NBT Bank, N.A. | 0.12% | Add +0.8% | 13,921 | $1.9M |
| Retirement Guys Formula LLC | 0.84% | Add +2.3% | 15,476 | $1.9M |
| OpenArc Corporate Advisory, LLC | 0.03% | — | 15,398 | $1.9M |
| Sunburst Financial Group, LLC | 0.37% | Reduce -0.3% | 15,396 | $1.9M |
| Compass Wealth Management LLC | 0.46% | Reduce -4.7% | 15,393 | $1.8M |
| Hudson Oak Wealth Advisory LLC | 1.63% | — | 15,360 | $1.8M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.33% | Add +21.6% | 15,316 | $1.8M |
| ABLE Financial Group, LLC | 0.37% | Reduce -0.0% | 15,309 | $1.8M |
| Cambridge Advisors Inc. | 0.35% | Add +11.9% | 15,246 | $1.8M |
| Rockwood Wealth Management, LLC | 0.14% | Add +0.4% | 15,203 | $1.8M |
| Grey Ledge Advisors, LLC | 0.41% | Reduce -6.1% | 15,179 | $1.8M |
| Quattro Financial Advisors LLC | 0.54% | Add +208.8% | 15,164 | $1.8M |
| Penobscot Investment Management Company, Inc. | 0.14% | Reduce -1.1% | 15,129 | $1.8M |
| Interchange Capital Partners, LLC | 0.34% | Add +0.0% | 15,101 | $1.8M |
| Vise Technologies, Inc. | 0.04% | Add +162.0% | 15,090 | $1.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.27% | Add +100.0% | 14,530 | $1.8M |
| Colorado Capital Management, Inc. | 0.68% | Reduce -2.6% | 15,076 | $1.8M |
| Financial Planning Hawaii, Inc. | 1.04% | — | 15,063 | $1.8M |
| Prelude Capital Management, LLC | 0.13% | Reduce -0.1% | 15,000 | $1.8M |
| Arcus Capital Partners, LLC | 0.64% | Reduce -9.5% | 14,888 | $1.8M |
| BlueSky Wealth Advisors, LLC | 0.23% | Reduce -3.1% | 14,792 | $1.8M |
| Baldwin Investment Management, LLC | 0.20% | Reduce -1.0% | 14,778 | $1.8M |
| Leverty Financial Group, LLC | 0.42% | Reduce -27.9% | 14,734 | $1.8M |
| Carrera Capital Advisors | 0.30% | Add +1.0% | 14,713 | $1.8M |
| Two Sigma Securities, LLC | 0.24% | Add +14.2% | 14,658 | $1.8M |
| Fiduciary Advisors, Inc. | 1.33% | Add +0.7% | 14,587 | $1.8M |
| Ethos Financial Group, LLC | 0.13% | Reduce -1.7% | 14,586 | $1.8M |
| Hansen & Associates Financial Group, Inc. | 0.96% | Reduce -5.8% | 13,264 | $1.8M |
| Intergy Private Wealth, LLC | 0.53% | Add +0.6% | 14,545 | $1.7M |
| Wilshire Advisors LLC | 15.04% | Reduce -5.8% | 14,532 | $1.7M |
| SWS Partners | 0.42% | Reduce -0.3% | 14,530 | $1.7M |
| SeaBridge Investment Advisors LLC | 0.29% | No change | 14,491 | $1.7M |
| Ellevest, Inc. | 0.24% | Reduce -2.2% | 14,423 | $1.7M |
| Grant Street Asset Management, Inc. | 0.35% | Reduce -55.0% | 14,413 | $1.7M |
| Winebrenner Capital Management LLC | 1.15% | Reduce -0.2% | 14,371 | $1.7M |
| Harmony Asset Management LLC | 0.58% | Reduce -8.3% | 14,353 | $1.7M |
| Rathbones Group PLC | 0.01% | Reduce -0.1% | 14,338 | $1.7M |
| Redwood Wealth Management Group, LLC | 0.72% | Reduce -3.3% | 14,253 | $1.7M |
| Michael Brady & Co., LLC | 1.69% | — | 14,126 | $1.7M |
| General Partner, Inc. | 0.96% | No change | 14,115 | $1.7M |
| Retirement Investment Advisors, Inc. | 0.14% | Reduce -3.9% | 14,098 | $1.7M |
| Portland Global Advisors LLC | 0.18% | Add +0.4% | 13,943 | $1.7M |
| Goldstein Advisors, LLC | 0.19% | Reduce -4.8% | 13,937 | $1.7M |
| Bucket List Wealth Management, LLC | 1.00% | — | 13,922 | $1.7M |
| O'Brien Greene & Co. Inc | 0.50% | Reduce -24.5% | 13,926 | $1.7M |
| Avion Wealth | 0.35% | No change | 13,903 | $1.7M |
| International Private Wealth Advisors LLC | 1.05% | Reduce -0.3% | 13,809 | $1.7M |
| Awm Capital, LLC | 0.15% | Add +0.1% | 13,808 | $1.7M |
| American State Bank (Iowa) | 0.80% | Add +5.1% | 13,796 | $1.7M |
| MKD Wealth Coaches, LLC | 1.65% | Reduce -0.1% | 13,764 | $1.7M |
| Argentarii, LLC | 0.54% | Add +77.9% | 13,755 | $1.7M |
| Foster Victor Wealth Advisors, LLC | 0.10% | Reduce -3.6% | 12,841 | $1.7M |
| Aaron Wealth Advisors LLC | 0.09% | Add +0.2% | 13,719 | $1.6M |
| WP Advisors, LLC | 0.41% | Reduce -0.2% | 13,679 | $1.6M |
| Olistico Wealth, LLC | 0.80% | Reduce -51.7% | 13,668 | $1.6M |
| Seeds Investor LLC | 0.31% | Add +49.3% | 13,655 | $1.6M |
| Wilkins Miller Wealth Management, LLC | 0.98% | Add +8.1% | 13,643 | $1.6M |
| Peak Asset Management, LLC | 0.28% | No change | 13,640 | $1.6M |
| Regatta Capital Group, LLC | 0.25% | Reduce -4.8% | 13,591 | $1.6M |
| Eagle Strategies LLC | 0.21% | Add +4.5% | 13,551 | $1.6M |
| Center for Financial Planning, Inc. | 0.17% | Add +0.8% | 13,540 | $1.6M |
| Kellett Wealth Advisors, LLC | 0.93% | Add +1.1% | 13,516 | $1.6M |
| Asset Dedication, LLC | 0.11% | Add +0.5% | 13,472 | $1.6M |
| Brady Family Wealth, LLC | 0.50% | Reduce -3.5% | 13,409 | $1.6M |
| Olde Wealth Management, LLC | 0.49% | Reduce -0.0% | 13,398 | $1.6M |
| M Holdings Securities, Inc. | 0.12% | New | 13,387 | $1.6M |
| Edge Financial Advisors LLC | 0.68% | Add +0.4% | 13,376 | $1.6M |
| PW Advisors, LLC \ FL | 1.29% | — | 13,372 | $1.6M |
| Signet Financial Management, LLC | 0.18% | Reduce -0.1% | 13,367 | $1.6M |
| Midland Wealth Advisors, LLC | 0.08% | Reduce -2.0% | 13,348 | $1.6M |
| Financial Partners Group, Inc | 0.18% | Add +1.2% | 12,588 | $1.6M |
| KWB Wealth | 0.15% | Add +51.4% | 13,267 | $1.6M |
| Yanni & Associates Investment Advisors, LLC | 1.59% | — | 13,218 | $1.6M |
| Arcadia Investment Advisors LLC | 0.74% | Reduce -30.7% | 13,185 | $1.6M |
| Alpha Wealth Funds, LLC | 1.06% | Reduce -1.0% | 13,143 | $1.6M |
| Darden Wealth Group Inc | 0.77% | Reduce -5.0% | 13,130 | $1.6M |
| Lineweaver Wealth Advisors, LLC | 0.21% | Add +5.7% | 13,063 | $1.6M |
| Nova R Wealth, Inc. | 0.57% | Reduce -15.2% | 12,961 | $1.6M |
| LFG Wealth Partners, LLC | 0.99% | — | 12,928 | $1.6M |
| Rik Saylor Financial, Inc. | 1.13% | Reduce -0.6% | 12,862 | $1.5M |
| Principle Wealth Partners LLC | 0.09% | Reduce -3.1% | 12,833 | $1.5M |
| TFC Financial Management, Inc. | 0.19% | No change | 12,805 | $1.5M |
| DHJJ Financial Advisors, Ltd. | 0.51% | Reduce -4.4% | 12,801 | $1.5M |
| Maxele Advisors, LLC | 1.24% | Add +0.0% | 12,723 | $1.5M |
| Pension & Wealth Management Advisors, Inc. | 0.45% | Reduce -26.4% | 12,694 | $1.5M |
| RDA Financial Network | 0.37% | Reduce -8.2% | 12,663 | $1.5M |
| OMNI 360 Wealth, Inc. | 0.78% | Reduce -0.1% | 11,958 | $1.5M |
| Sherman Wealth Management LLC | 1.32% | — | 12,652 | $1.5M |
| DecisionMap Wealth Management, LLC | 0.94% | Reduce -47.0% | 12,637 | $1.5M |
| Alpha Capital Advisors Inc. | 1.41% | — | 11,971 | $1.5M |
| KOM Wealth Management Group, LLC | 1.07% | Reduce -11.6% | 12,594 | $1.5M |
| Plimoth Trust Co. LLC | 0.34% | Add +1.4% | 12,525 | $1.5M |
| International Assets Investment Management, LLC | 0.10% | Add +47.3% | 12,493 | $1.5M |
| Mascagni Wealth Management, Inc. | 1.11% | Reduce -8.2% | 12,431 | $1.5M |
| Destiny Wealth Partners, LLC | 0.17% | Reduce -0.1% | 11,653 | $1.5M |
| AlTi Global, Inc. | 0.03% | Add +9.7% | 12,401 | $1.5M |
| Investment Advisory Services Inc. /TX | 0.47% | Reduce -6.3% | 12,386 | $1.5M |
| Silvia McColl Wealth Management, LLC | 0.99% | Reduce -12.1% | 12,379 | $1.5M |
| Punch & Associates Investment Management, Inc. | 0.09% | Add +12927.4% | 12,376 | $1.5M |
| Arbor Trust Wealth Advisors, LLC | 0.65% | Reduce -6.8% | 12,366 | $1.5M |
| Noble Wealth Management PBC | 0.75% | Reduce -4.5% | 12,353 | $1.5M |
| Princeton Global Asset Management LLC | 0.24% | Add +0.3% | 12,336 | $1.5M |
| Resurgent Financial Advisors LLC | 0.74% | Add +4.3% | 12,309 | $1.5M |
| Meridian Investment Counsel Inc. | 0.36% | No change | 12,268 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.32% | Reduce -0.2% | 12,165 | $1.5M |
| Rockland Trust Co. | 0.06% | Add +7.2% | 12,110 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +2.8% | 12,032 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.39% | Add +17554.4% | 12,005 | $1.4M |
| Pacific Point Advisors, LLC | 0.77% | No change | 11,993 | $1.4M |
| North Dallas Bank & Trust Co. | 0.94% | — | 11,990 | $1.4M |
| Integrity Alliance, Llc. | 0.05% | Add +52.0% | 11,984 | $1.4M |
| Flagship Private Wealth, LLC | 0.57% | Add +1.3% | 11,970 | $1.4M |
| Old North State Trust, LLC | 0.85% | Reduce -3.8% | 11,959 | $1.4M |
| Corsicana & Co. | 0.81% | Add +7.8% | 11,942 | $1.4M |
| Curry Webb Wealth Management LLC | 0.71% | — | 11,919 | $1.4M |
| Debussy Capital Management LP | 0.19% | Reduce -2.9% | 11,913 | $1.4M |
| Spirepoint Private Client, LLC | 0.14% | Add +4.8% | 11,905 | $1.4M |
| Howland Capital Management LLC | 0.05% | Add +1.7% | 11,895 | $1.4M |
| Columbia Bank | 0.40% | Reduce -0.1% | 11,894 | $1.4M |
| Invst, LLC | 0.16% | Add +243.3% | 11,892 | $1.4M |
| Hardin Capital Partners, LLC | 0.67% | Add +1.2% | 11,820 | $1.4M |
| Azimuth Capital Investment Management LLC | 0.05% | Add +51.3% | 11,795 | $1.4M |
| Prairieview Wealth Partners, LLC | 1.28% | Reduce -1.3% | 11,778 | $1.4M |
| SB Capital Management Inc | 0.52% | — | 11,760 | $1.4M |
| Teachers Insurance & Annuity Association of America | 1.66% | Reduce -4.5% | 11,752 | $1.4M |
| Summit Investment Advisory Services, LLC | 0.53% | Add +20.7% | 11,735 | $1.4M |
| TruWealth Advisors, LLC | 0.07% | Add +4.9% | 11,709 | $1.4M |
| Anchor Investment Management, LLC | 0.11% | Add +4.8% | 11,705 | $1.4M |
| Valpey Financial Services, LLC | 0.90% | Add +1.8% | 11,691 | $1.4M |
| Alongside, LLC | 0.47% | — | 11,663 | $1.4M |
| New Republic Capital, LLC | 0.37% | Reduce -15.7% | 11,637 | $1.4M |
| Charles Schwab Trust Co | 0.09% | Reduce -56.8% | 11,605 | $1.4M |
| Powerhouse Assets LLC | 1.23% | — | 11,597 | $1.4M |
| LCNB Corp. | 0.47% | Reduce -0.6% | 11,584 | $1.4M |
| Richards, Merrill & Peterson, Inc. | 0.53% | Reduce -1.4% | 11,562 | $1.4M |
| Quadrant Private Wealth Management, LLC | 0.23% | Add +1.2% | 11,561 | $1.4M |
| Cibc World Market Inc. | 0.00% | Reduce -0.5% | 11,555 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 11,553 | $1.4M |
| Calamos Advisors LLC | 0.01% | Add +3.0% | 11,492 | $1.4M |
| Tudor Financial Inc. | 0.70% | Add +9.8% | 11,438 | $1.4M |
| Saxon Interests, Inc. | 0.49% | Reduce -5.8% | 11,418 | $1.4M |
| Continuum Wealth Advisors, LLC | 0.53% | Reduce -9.5% | 11,412 | $1.4M |
| Odyssey Capital Advisors, Inc. | 1.22% | — | 11,409 | $1.4M |
| Fisher Asset Management | 0.00% | Add +62.9% | 11,384 | $1.4M |
| Independent Advisor Alliance | 0.03% | Reduce -2.5% | 11,372 | $1.4M |
| Trek Financial, LLC | 0.08% | Reduce -16.7% | 11,369 | $1.4M |
| Ascentis Wealth Management, LLC | 0.35% | Add +1.1% | 11,360 | $1.4M |
| Cadinha & Co. LLC | 0.21% | Reduce -13.1% | 11,357 | $1.4M |
| Milestone Investment Advisors LLC | 0.33% | Reduce -2.0% | 11,348 | $1.4M |
| Procyon Advisors, LLC | 0.07% | Reduce -0.9% | 11,330 | $1.4M |
| Stock Yards Bank & Trust Co. | 0.04% | Add +13.2% | 11,330 | $1.4M |
| Gilbert & Cook, Inc. | 0.17% | Reduce -0.5% | 11,304 | $1.4M |
| Advisor OS, LLC | 0.11% | Reduce -3.6% | 11,283 | $1.4M |
| Riverpoint Wealth Management Holdings, LLC | 0.29% | Add +2.7% | 11,278 | $1.4M |
| AAF Wealth Management, LLC | 0.57% | Reduce -8.9% | 11,237 | $1.4M |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -3.0% | 11,236 | $1.4M |
| Sterling Financial Planning, Inc. | 0.41% | Reduce -0.5% | 11,232 | $1.3M |
| Sunbeam Capital Management, LLC | 0.80% | New | 11,232 | $1.3M |
| Nichols & Pratt Advisers LLP | 0.08% | Add +21.0% | 11,230 | $1.3M |
| Sovereign Financial Group, Inc. | 0.24% | Add +0.4% | 11,197 | $1.3M |
| Aprio Wealth Management, LLC | 0.08% | Reduce -22.1% | 4,274 | $1.3M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -10.6% | 11,178 | $1.3M |
| Allen Capital Group, LLC | 0.12% | Reduce -5.3% | 11,164 | $1.3M |
| Beckerman Institutional, LLC | 0.75% | Reduce -0.4% | 11,122 | $1.3M |
| Congress Asset Management Co. | 0.01% | Reduce -8.5% | 11,073 | $1.3M |
| Institute for Wealth Management, LLC. | 0.14% | Add +18.5% | 11,066 | $1.3M |
| William John Sempolinski | 0.65% | — | 11,063 | $1.3M |
| Bedminster, LLC | 1.22% | — | 11,045 | $1.3M |
| Arlington Trust Co LLC | 0.14% | Add +59.7% | 11,014 | $1.3M |
| Paladin Advisory Group, LLC | 0.96% | Reduce -0.6% | 10,981 | $1.3M |
| Firestone Capital Management | 0.28% | Add +2.0% | 10,947 | $1.3M |
| Fourth Dimension Wealth, LLC | 0.48% | Reduce -2.0% | 10,938 | $1.3M |
| Confluence Wealth Services, Inc. | 0.05% | Add +84.4% | 10,913 | $1.3M |
| FLC Capital Advisors | 0.24% | No change | 10,887 | $1.3M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +4.3% | 10,877 | $1.3M |
| Valley Financial Group, Inc. | 0.73% | Reduce -32.9% | 10,826 | $1.3M |
| Kathmere Capital Management, LLC | 0.09% | Reduce -45.5% | 10,817 | $1.3M |
| Integrated Investment Consultants, LLC | 0.25% | Add +1.1% | 10,795 | $1.3M |
| Higgins & Schmidt Wealth Strategies LLC | 0.61% | Reduce -1.3% | 10,792 | $1.3M |
| KG Capital Management | 0.33% | Reduce -3.4% | 10,764 | $1.3M |
| Wealth Management Nebraska | 0.15% | Reduce -4.8% | 10,760 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -0.7% | 10,506 | $1.3M |
| Chemistry Wealth Management LLC | 0.24% | Reduce -2.0% | 10,729 | $1.3M |
| Tilia Fiduciary Partners, Inc. | 0.71% | Reduce -4.3% | 10,728 | $1.3M |
| Tocqueville Asset Management L.P. | 0.02% | New | 10,706 | $1.3M |
| Compton Financial Group, LLC | 0.29% | Reduce -6.0% | 10,696 | $1.3M |
| Moneco Advisors, LLC | 0.10% | Add +9.8% | 10,681 | $1.3M |
| MLP3, LLC | 1.40% | — | 10,673 | $1.3M |
| Crusonia Wealth Advisors LLC | 0.28% | — | 10,648 | $1.3M |
| Insigneo Advisory Services, LLC | 0.09% | Reduce -9.0% | 10,647 | $1.3M |
| Tru Independence Asset Management 2, LLC | 0.79% | Add +46.9% | 10,549 | $1.3M |
| Ti-Trust, Inc. | 0.78% | Reduce -0.0% | 10,546 | $1.3M |
| Pasadena Private Wealth, LLC | 0.17% | Add +0.7% | 10,543 | $1.3M |
| Inman Jager Wealth Management, LLC | 0.77% | Add +20.2% | 10,531 | $1.3M |
| NerdWallet Wealth Partners, LLC | 0.57% | Add +24.9% | 10,510 | $1.3M |
| Essex Bank | 0.27% | Reduce -0.3% | 10,482 | $1.3M |
| Oliver Luxxe Assets LLC | 0.19% | Add +5.3% | 10,453 | $1.3M |
| TCV Trust & Wealth Management, Inc. | 0.10% | Reduce -0.6% | 10,445 | $1.3M |
| Clearwater Capital Advisors, LLC | 0.10% | Reduce -0.1% | 10,367 | $1.2M |
| Coordinated Financial Services, Inc. | 0.72% | Add +4.7% | 10,320 | $1.2M |
| Lincoln Capital LLC | 0.22% | Reduce -0.2% | 10,308 | $1.2M |
| IFC Advisors LLC | 0.18% | No change | 10,279 | $1.2M |
| Maltin Wealth Management, Inc. | 0.49% | Add +2.1% | 10,275 | $1.2M |
| Compass Ion Advisors, LLC | 0.12% | Reduce -7.6% | 10,239 | $1.2M |
| HRC Wealth Management, LLC | 0.59% | Add +4.6% | 10,181 | $1.2M |
| Manhattan West Asset Management, LLC | 0.25% | Reduce -10.1% | 10,168 | $1.2M |
| Lansing Street Advisors | 0.31% | Add +0.5% | 10,167 | $1.2M |
| Sound Income Strategies, LLC | 0.06% | Add +147.7% | 9,486 | $1.2M |
| ZWJ Investment Counsel Inc. | 0.04% | Add +2.6% | 10,135 | $1.2M |
| Liberty Square Wealth Partners LLC | 0.35% | Reduce -8.6% | 10,127 | $1.2M |
| Wealth Dimensions Group, Ltd. | 0.24% | Add +0.7% | 10,112 | $1.2M |
| Clear Investment Research, LLC | 2.01% | Reduce -0.3% | 10,079 | $1.2M |
| Legacy Financial Group LLC | 0.15% | Add +0.1% | 9,362 | $1.2M |
| Solstein Capital, LLC | 0.49% | No change | 10,073 | $1.2M |
| St. Louis Financial Planners Asset Management, LLC | 0.74% | New | 10,069 | $1.2M |
| SHP Wealth Management | 0.09% | — | 10,052 | $1.2M |
| Christensen, King & Associates Investment Services, Inc. | 0.51% | Add +1.3% | 10,036 | $1.2M |
| Simon Quick Advisors, LLC | 0.05% | Add +37.5% | 10,025 | $1.2M |
| Port Capital LLC | 0.05% | Add +0.8% | 10,013 | $1.2M |
| Aviance Capital Partners, LLC | 0.14% | Add +0.4% | 10,008 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -28.5% | 10,005 | $1.2M |
| Sherry Group, Inc. | 1.26% | — | 9,877 | $1.2M |
| Glaxis Capital Management, LLC | 2.06% | New | 10,000 | $1.2M |
| Northwest Wealth Advisors, LLC | 0.93% | — | 9,984 | $1.2M |
| Riverchase Wealth Management, LLC | 0.65% | No change | 9,975 | $1.2M |
| Index Fund Advisors, Inc. | 0.06% | Reduce -2.9% | 9,940 | $1.2M |
| Severin Investments, LLC | 1.05% | Add +21.5% | 9,894 | $1.2M |
| Broadview Financial Management, LLC | 0.79% | Reduce -0.5% | 9,817 | $1.2M |
| Centennial Wealth Advisory LLC | 0.31% | New | 9,793 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.15% | Reduce -10.1% | 9,757 | $1.2M |
| True North Advisors, LLC | 0.15% | New | 9,753 | $1.2M |
| BlueChip Wealth Advisors LLC | 0.49% | Add +1.9% | 9,741 | $1.2M |
| Alpha Omega Wealth Management LLC | 0.19% | Reduce -0.3% | 9,722 | $1.2M |
| Equity Wealth Partners, LLC | 0.76% | Add +1.2% | 9,721 | $1.2M |
| Farnam Financial LLC | 0.88% | Reduce -5.5% | 9,707 | $1.2M |
| Roundview Capital LLC | 0.07% | No change | 9,688 | $1.2M |
| GS Investments, Inc. | 0.63% | Reduce -9.8% | 9,674 | $1.2M |
| BIP Wealth, LLC | 0.04% | Add +8.7% | 9,671 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.17% | Add +4.7% | 9,604 | $1.2M |
| Finward Bancorp | 0.90% | Add +2.9% | 9,597 | $1.2M |
| Vista Capital Partners, Inc. | 0.11% | Reduce -0.8% | 9,565 | $1.1M |
| Baker Ellis Asset Management LLC | 0.14% | No change | 9,561 | $1.1M |
| Ascentis Independent Advisors | 0.18% | Reduce -4.1% | 9,513 | $1.1M |
| Capital Management Associates, Inc | 0.25% | Add +4.0% | 9,495 | $1.1M |
| RPG Investment Advisory, LLC | 0.13% | Add +12.4% | 9,382 | $1.1M |
| First Commonwealth Financial Corp | 0.19% | No change | 9,373 | $1.1M |
| Opinicus Capital, Inc. | 0.78% | Add +0.4% | 9,356 | $1.1M |
| Waterloo Capital, L.P. | 0.08% | Add +0.1% | 9,288 | $1.1M |
| Eaton Financial Holdings Company, LLC | 0.30% | Reduce -8.1% | 9,261 | $1.1M |
| Woodstock Corp. | 0.10% | No change | 9,245 | $1.1M |
| Laurel Wealth Planning LLC | 0.62% | Reduce -10.8% | 9,244 | $1.1M |
| Prosperity Bancshares Inc | 1.00% | — | 9,228 | $1.1M |
| Pursuit Wealth Strategies, LLC | 1.55% | — | 9,221 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Add +17.9% | 9,217 | $1.1M |
| National Wealth Management Group, LLC | 0.38% | Add +6.8% | 9,209 | $1.1M |
| Nelson Capital Management, LLC | 0.13% | Reduce -6.1% | 9,186 | $1.1M |
| Bright Futures Wealth Management, LLC. | 0.82% | Add +2.6% | 9,166 | $1.1M |
| Forum Private Client Group LLC | 0.37% | Reduce -6.3% | 9,151 | $1.1M |
| Chandler Asset Management, Inc. | 0.17% | No change | 9,150 | $1.1M |
| Mma Asset Management LLC | 0.39% | Add +15.2% | 9,137 | $1.1M |
| 180 Wealth Advisors, LLC | 0.13% | Add +8.6% | 9,129 | $1.1M |
| First National Bank & Trust Co. of Newtown | 0.20% | Add +8.6% | 9,095 | $1.1M |
| Sandy Cove Advisors, LLC | 0.32% | Reduce -19.0% | 9,081 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +41.2% | 9,063 | $1.1M |
| Cosner Financial Group, LLC | 0.55% | Reduce -0.9% | 9,036 | $1.1M |
| TD Capital Management LLC | 0.10% | Add +9.5% | 9,035 | $1.1M |
| Fiduciary Financial Group, LLC | 0.15% | Add +2.5% | 9,029 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +4.7% | 9,020 | $1.1M |
| XY Planning Network, Inc. | 0.19% | Reduce -20.5% | 8,998 | $1.1M |
| Tompkins Financial Corp. | 0.08% | No change | 8,997 | $1.1M |
| Sendero Wealth Management, LLC | 0.12% | Add +72.1% | 8,985 | $1.1M |
| NavPoint Financial, Inc. | 0.46% | Add +0.2% | 8,924 | $1.1M |
| Cannell & Spears LLC | 0.02% | No change | 8,920 | $1.1M |
| EdgeRock Capital LLC | 0.28% | Reduce -3.0% | 8,891 | $1.1M |
| Texas Bank & Trust Co | 0.39% | Add +0.8% | 8,860 | $1.1M |
| Townsend Asset Management Corp. /NC/ | 0.37% | Add +0.1% | 8,848 | $1.1M |
| Bullock Wealth Management Group | 0.52% | — | 8,818 | $1.1M |
| Axis Wealth Partners, LLC | 0.58% | Add +3.9% | 8,771 | $1.1M |
| Peak Planning Group, LLC | 0.29% | Add +70.8% | 8,755 | $1.1M |
| PCG Asset Management, LLC | 0.84% | Reduce -1.9% | 8,665 | $1.1M |
| Vilga Financial Planning LLC | 1.00% | — | 8,700 | $1.0M |
| Forefront Wealth Partners, LLC | 0.49% | Add +14.6% | 8,699 | $1.0M |
| AdvisorNet Financial, Inc | 0.06% | Add +10.4% | 8,695 | $1.0M |
| Sweeney & Michel, LLC | 0.31% | Reduce -0.8% | 7,892 | $1.0M |
| Summit Global Investments | 0.06% | Add +184.9% | 8,644 | $1.0M |
| Tandem Investment Partners LLC | 0.88% | Reduce -1.7% | 8,635 | $1.0M |
| Keystone Financial Group, Inc. | 0.54% | Add +0.5% | 8,631 | $1.0M |
| QRG Capital Management, Inc. | 0.01% | Add +36.2% | 8,620 | $1.0M |
| Plante Moran Financial Advisors, LLC | 0.07% | Reduce -0.4% | 8,616 | $1.0M |
| Gemmer Asset Management LLC | 0.08% | Add +16.7% | 8,614 | $1.0M |
| Inscription Capital, LLC | 0.11% | Reduce -1.4% | 8,607 | $1.0M |
| Bragg Financial Advisors, Inc | 0.03% | No change | 8,594 | $1.0M |
| Carr Financial Group Corp | 0.28% | Reduce -29.6% | 8,593 | $1.0M |
| Ipswich Investment Management Co., Inc. | 0.24% | Reduce -0.3% | 8,584 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Add +46.6% | 8,550 | $1.0M |
| Linscomb Wealth, Inc. | 0.04% | Reduce -0.4% | 8,522 | $1.0M |
| Vontobel Holding Ltd. | 0.00% | No change | 8,500 | $1.0M |
| Prospect Financial Services LLC | 0.58% | Reduce -2.5% | 8,462 | $1.0M |
| Defined Wealth Management, LLC | 0.59% | Reduce -1.1% | 8,459 | $1.0M |
| Pacific Center for Financial Services | 0.26% | No change | 8,552 | $1.0M |
| DF Dent & Co. Inc. | 0.01% | New | 8,436 | $1.0M |
| ORG Partners LLC | 0.18% | Add +0.8% | 8,433 | $1.0M |
| Birchcreek Wealth Management, LLC | 0.50% | Add +0.7% | 8,423 | $1.0M |
| Sound Financial Strategies Group, LLC | 0.71% | Reduce -0.7% | 8,421 | $1.0M |
| MFA Wealth Services | 0.68% | Add +3.9% | 8,402 | $1.0M |
| Boston Trust Walden Corp | 0.01% | Add +13.5% | 8,390 | $1.0M |
| Evolution Wealth Advisors, LLC | 0.10% | Add +0.3% | 8,340 | $1.0M |
| Steel Grove Capital Advisors, LLC | 0.10% | Add +6.1% | 8,336 | $1.0M |
| Formidable Asset Management, LLC | 0.15% | Reduce -4.8% | 8,417 | $1.0M |
| Nolet Wealth Management, LLC | 0.56% | — | 8,306 | $998K |
| Great Point Wealth Advisors, LLC | 0.18% | Reduce -12.4% | 8,292 | $997K |
| NWF Advisory Services Inc. | 0.11% | Reduce -6.0% | 8,290 | $996K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Reduce -4.7% | 8,251 | $992K |
| American Trust | 0.08% | Reduce -5.4% | 8,223 | $988K |
| Sageworth Trust Co of South Dakota | 0.81% | No change | 8,203 | $986K |
| White Knight Strategic Wealth Advisors, LLC | 0.72% | Add +16.2% | 8,150 | $979K |
| Calton & Associates, Inc. | 0.14% | Add +12.6% | 8,104 | $974K |
| Objective Capital Management, LLC | 0.99% | Add +2.6% | 8,079 | $971K |
| Sharkey, Howes & Javer | 0.12% | Reduce -16.9% | 8,056 | $968K |
| Moisand Fitzgerald Tamayo, LLC | 0.11% | Reduce -0.3% | 8,047 | $967K |
| Pacific Sun Financial Corp | 0.47% | Reduce -1.5% | 8,045 | $967K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -4.0% | 8,042 | $967K |
| First Foundation Advisors | 0.04% | Reduce -1.6% | 7,984 | $960K |
| Vannoy Advisory Group, Inc. | 0.61% | No change | 7,967 | $957K |
| 1834 Investment Advisors Co. | 0.12% | Add +1.3% | 7,921 | $952K |
| Insight Advisors, LLC/ PA | 0.14% | Add +4.2% | 7,913 | $951K |
| Probity Advisors, Inc. | 0.15% | Reduce -1.3% | 7,914 | $951K |
| Thompson Investment Management, Inc. | 0.12% | Add +3.7% | 7,895 | $949K |
| Phillips Wealth Planners LLC | 0.76% | Add +231.3% | 7,273 | $946K |
| Marks Group Wealth Management, Inc | 0.09% | No change | 7,863 | $945K |
| First Bancorp, Inc | 0.50% | Reduce -0.4% | 7,806 | $938K |
| Trivium Point Advisory, LLC | 0.09% | Reduce -0.5% | 7,803 | $938K |
| Orion Capital Management LLC | 0.32% | Reduce -0.3% | 7,803 | $938K |
| Pitcairn Wealth Advisors LLC | 0.08% | — | 7,798 | $937K |
| Encompass More Asset Management | 0.17% | New | 7,783 | $935K |
| Investor's Fiduciary Advisor Network, LLC | 0.20% | Add +305.5% | 7,781 | $935K |
| Petersen Hastings Wealth Advisors Inc. | 0.09% | — | 7,765 | $933K |
| Hohimer Wealth Management, LLC | 0.13% | Add +0.2% | 7,739 | $930K |
| Sonata Capital Group Inc. | 0.34% | Reduce -3.5% | 7,727 | $929K |
| Berkshire Asset Management LLC | 0.04% | Reduce -7.0% | 7,725 | $928K |
| Zions Bancorporation, National Association | 0.04% | Reduce -0.1% | 7,720 | $928K |
| Capital Developers, LLC | 0.83% | — | 7,702 | $926K |
| Balance Wealth Partners LLC | 0.30% | Add +4.8% | 7,696 | $925K |
| Tufton Capital Management | 0.16% | Add +0.6% | 7,683 | $923K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -3.5% | 7,634 | $917K |
| Three Seasons Wealth, LLC | 0.09% | Reduce -6.8% | 7,631 | $917K |
| Colton Groome Financial Advisors, LLC | 0.26% | No change | 7,609 | $914K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Reduce -0.7% | 7,605 | $914K |
| Cowa, LLC | 0.28% | No change | 7,605 | $914K |
| Opulen Financial Group LLC | 0.67% | Add +9.0% | 7,605 | $914K |
| CrossGen Wealth, LLC | 0.80% | — | 7,601 | $914K |
| BluePrint Investing LLC | 0.82% | — | 7,596 | $913K |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | Reduce -5.5% | 7,592 | $912K |
| Victrix Investment Advisors | 0.35% | New | 7,581 | $911K |
| Corundum Group, Inc. | 0.31% | Reduce -7.7% | 7,580 | $911K |
| Cambria Investment Management, L.P. | 0.05% | Add +204.4% | 7,552 | $908K |
| Camarda Financial Advisors, LLC | 0.35% | Reduce -3.4% | 7,543 | $907K |
| Centurion Wealth Management LLC | 0.20% | Add +1.1% | 7,535 | $906K |
| Greenhouse Wealth Management, LLC | 0.53% | Add +0.4% | 7,516 | $903K |
| Bowman & Co S.C. | 0.38% | Add +2.7% | 7,513 | $903K |
| Transatlantique Private Wealth LLC | 0.28% | No change | 7,500 | $901K |
| Foster Group, Inc. | 0.03% | Reduce -7.3% | 7,476 | $898K |
| Miller Capital Partners, Inc. | 0.46% | — | 7,468 | $898K |
| TL Private Wealth | 0.35% | Reduce -13.3% | 7,095 | $897K |
| Edgemoor Investment Advisors, Inc. | 0.07% | Reduce -17.3% | 7,454 | $896K |
| M.E. Allison & Co., Inc. | 0.60% | No change | 7,382 | $887K |
| Richmond Investment Services, LLC | 0.15% | Add +22.7% | 7,370 | $886K |
| Claro Advisors Inc. | 0.12% | Add +0.3% | 7,335 | $881K |
| Angeles Wealth Management, LLC | 0.05% | Add +2.0% | 7,318 | $879K |
| Rf&l Wealth Management, LLC | 0.49% | Add +2.1% | 7,314 | $879K |
| Loudon Investment Management, LLC | 0.46% | Add +37.9% | 7,297 | $877K |
| Sensible Money, LLC | 0.28% | Add +0.0% | 7,291 | $876K |
| American Capital Advisory, LLC | 0.38% | Add +0.2% | 7,280 | $875K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.11% | — | 7,280 | $875K |
| Ignite Planners, LLC | 0.13% | Add +5.5% | 6,878 | $874K |
| Redwood Family Wealth LLC | 0.86% | — | 7,232 | $869K |
| Diversify Wealth Management, LLC | 0.04% | Add +68.8% | 6,865 | $869K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.3% | 7,220 | $868K |
| Tanaka Capital Management Inc. | 1.58% | Reduce -34.3% | 94,859 | $865K |
| Kondo Wealth Advisors, Inc. | 0.33% | No change | 7,196 | $865K |
| Winthrop Capital Management, LLC | 0.20% | Reduce -0.5% | 7,150 | $859K |
| LVZ, Inc. | 0.10% | Reduce -69.4% | 7,071 | $850K |
| WFA of San Diego, LLC | 0.62% | Reduce -4.6% | 7,062 | $849K |
| PTM Wealth Management, LLC | 0.48% | Reduce -2.4% | 6,904 | $848K |
| SC&H Financial Advisors, Inc. | 0.13% | Add +0.3% | 7,031 | $845K |
| Powell Investment Advisors, LLC | 0.29% | Add +0.5% | 7,028 | $845K |
| Motco | 0.08% | Reduce -0.3% | 7,025 | $844K |
| Twelve Points Wealth Management LLC | 0.19% | New | 6,678 | $844K |
| Barrett & Company, Inc. | 0.28% | Add +0.0% | 7,017 | $843K |
| Waters Parkerson & Co., LLC | 0.04% | No change | 7,016 | $843K |
| S&T Bank | 0.27% | Reduce -7.2% | 7,012 | $843K |
| First Nebraska Trust Co | 0.08% | New | 7,007 | $842K |
| Advisors Capital Management, LLC | 0.01% | Reduce -1.1% | 7,002 | $842K |
| Pallas Capital Advisors LLC | 0.03% | Add +43.6% | 6,963 | $837K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -1.0% | 6,940 | $834K |
| Capital Advisors Wealth Management, LLC | 0.11% | Reduce -11.5% | 6,924 | $832K |
| Equita Financial Network, Inc. | 0.25% | Add +8.6% | 6,922 | $832K |
| Matauro, LLC | 0.12% | Reduce -0.8% | 6,881 | $827K |
| Larson Financial Group LLC | 0.03% | Reduce -7.3% | 6,870 | $826K |
| Go Invest LLC | 0.27% | — | 6,864 | $825K |
| DRW Securities, LLC | 0.06% | Add +122.1% | 6,831 | $821K |
| RiverFront Investment Group, LLC | 0.01% | Add +0.3% | 6,795 | $817K |
| Root Financial Partners, LLC | 0.04% | Reduce -5.3% | 6,781 | $815K |
| White Lighthouse Investment Management Inc. | 0.11% | Add +0.7% | 6,770 | $814K |
| Brown, Lisle/Cummings, Inc. | 0.20% | Reduce -4.6% | 6,756 | $812K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Reduce -3.4% | 6,741 | $810K |
| Capasso Planning Partners LLC | 0.44% | Reduce -3.9% | 6,687 | $804K |
| Cooper Financial Group | 0.09% | Add +8.8% | 6,683 | $803K |
| Horizons Wealth Management | 0.53% | No change | 6,646 | $799K |
| City National Bank of Florida | 0.52% | Reduce -3.1% | 6,643 | $798K |
| Commonwealth Financial Services, LLC | 0.13% | Add +0.0% | 6,615 | $795K |
| LVM Capital Management Ltd. | 0.07% | Reduce -9.5% | 6,586 | $792K |
| Mosley Wealth Management | 0.36% | — | 6,634 | $792K |
| Parkside Financial Bank & Trust | 0.06% | Reduce -39.5% | 6,581 | $791K |
| Emprise Bank | 0.33% | No change | 6,580 | $791K |
| Swmg, LLC | 0.22% | Reduce -7.9% | 5,991 | $791K |
| Trueblood Wealth Management, LLC | 0.31% | Add +8.3% | 6,576 | $790K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -21.6% | 6,556 | $788K |
| KMT Wealth Management, LLC | 0.42% | Reduce -22.0% | 6,542 | $786K |
| Bank Ozk | 0.27% | No change | 6,475 | $778K |
| Lincoln Capital Corp. | 0.28% | No change | 6,472 | $778K |
| Connors Investor Services Inc. | 0.07% | Add +12.0% | 6,464 | $777K |
| Clearbridge Investments, LLC | 0.00% | No change | 6,444 | $774K |
| Indiana Trust & Investment Management Co | 0.23% | Reduce -14.8% | 6,394 | $768K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -32.7% | 6,380 | $767K |
| Nicolet Bankshares Inc. | 0.12% | Add +13.5% | 6,368 | $765K |
| Signaturefd, LLC | 0.01% | Add +5.2% | 6,366 | $765K |
| Key Financial Inc | 0.14% | Add +1.1% | 6,360 | $764K |
| Collective Family Office LLC | 0.18% | Add +26.0% | 6,355 | $764K |
| Strategic Wealth Partners, Ltd. | 0.05% | Add +7.6% | 6,352 | $763K |
| Ade, LLC | 0.37% | Reduce -0.3% | 6,342 | $762K |
| Gradient Capital Advisors, LLC | 0.20% | Add +0.0% | 6,328 | $761K |
| Horizon Family Wealth, Inc. | 0.40% | Add +0.4% | 6,317 | $759K |
| Granite Investment Partners, LLC | 0.04% | Add +397.2% | 6,315 | $759K |
| BKM Wealth Management, LLC | 0.28% | Reduce -8.4% | 6,304 | $758K |
| Seven Post Investment Office LP | 0.27% | No change | 6,298 | $757K |
| Acorn Wealth Advisors, LLC | 0.23% | Reduce -8.8% | 6,294 | $756K |
| KLCM Advisors, Inc. | 0.06% | New | 6,278 | $754K |
| Kennebec Savings Bank | 0.65% | No change | 6,255 | $752K |
| White Pine Capital LLC | 0.21% | Add +1.6% | 6,254 | $752K |
| Pioneer Trust Bank N A | 0.17% | No change | 6,253 | $751K |
| Brio Consultants, LLC | 0.10% | Reduce -7.0% | 6,236 | $749K |
| Stokes Capital Advisors, LLC | 0.17% | Add +6.1% | 6,201 | $745K |
| Cypress Wealth Services, LLC | 0.10% | Add +162.3% | 6,197 | $745K |
| Security National Bank | 0.11% | Reduce -10.7% | 6,193 | $744K |
| Ardent Capital Management, Inc. | 0.29% | No change | 6,183 | $743K |
| Livet Wealth, LLC | 0.46% | — | 6,183 | $743K |
| Wealth Effects LLC | 0.23% | Add +3.3% | 6,181 | $743K |
| Creative Financial Designs Inc. | 0.05% | Reduce -16.7% | 6,162 | $741K |
| Wetzel Investment Advisors, Inc. | 0.30% | Reduce -2.5% | 6,140 | $738K |
| Ridgeline Wealth Planning, LLC | 0.52% | Reduce -7.8% | 6,113 | $735K |
| Truepoint, Inc. | 0.02% | Reduce -0.9% | 6,073 | $730K |
| Xcelsior Advisor Partners LLC | 0.35% | — | 6,073 | $730K |
| Total Clarity Wealth Management, Inc. | 0.18% | Add +29.4% | 6,065 | $729K |
| Washington Trust Advisors, Inc. | 0.06% | Reduce -0.4% | 6,055 | $728K |
| Rhumbline Advisers | 0.00% | Reduce -87.1% | 6,048 | $727K |
| Empirical Asset Management, LLC | 0.20% | Reduce -6.3% | 6,029 | $725K |
| Legacy Wealth Partners, LLC | 0.19% | — | 5,998 | $721K |
| McCarter Private Wealth Services LLC | 0.32% | Reduce -8.6% | 5,995 | $721K |
| ETF Store, Inc. | 0.73% | Reduce -5.2% | 5,986 | $719K |
| Evolve Private Wealth, LLC | 0.04% | — | 5,977 | $718K |
| Professional Financial Advisors, LLC | 0.15% | Reduce -0.4% | 5,957 | $716K |
| Main Street Financial Solutions, LLC | 0.05% | Add +9.2% | 5,947 | $715K |
| JB Capital LLC | 0.03% | Add +13.7% | 5,944 | $714K |
| Creekside Partners | 0.30% | Add +0.1% | 5,919 | $711K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 5,913 | $711K |
| Beacon Financial Advisory LLC | 0.16% | Reduce -10.1% | 5,903 | $709K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Add +1.2% | 5,902 | $709K |
| Lazari Capital Management, Inc. | 0.24% | Add +1.4% | 5,901 | $709K |
| Rockport Wealth LLC | 0.14% | Reduce -37.1% | 5,888 | $708K |
| McNaughton Wealth Management, LLC | 0.29% | Add +0.1% | 5,885 | $707K |
| Meridian Wealth Advisors, LLC | 0.10% | Reduce -0.1% | 5,873 | $706K |
| Argos Wealth Advisors, LLC | 0.19% | — | 5,871 | $706K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -10.0% | 5,868 | $705K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.8% | 5,862 | $705K |
| Dupree Financial Group, LLC | 0.26% | Reduce -1.2% | 5,847 | $703K |
| Ledyard National Bank | 0.06% | Add +2.9% | 5,843 | $702K |
| Yukon Wealth Management, Inc. | 0.40% | Reduce -15.4% | 5,424 | $701K |
| Daner Wealth Management, LLC | 0.43% | Reduce -0.0% | 5,302 | $700K |
| Integral Investment Advisors, Inc. | 0.17% | Add +6.0% | 5,824 | $700K |
| Motive Wealth Advisors | 0.30% | Reduce -0.1% | 5,814 | $699K |
| Kearns & Associates LLC | 0.36% | No change | 5,808 | $698K |
| GM Advisory Group, LLC | 0.03% | Add +43.3% | 5,805 | $698K |
| Main Street Group, LTD | 0.24% | Add +3.5% | 5,793 | $696K |
| Janney Capital Management LLC | 0.04% | Reduce -0.5% | 5,794 | $696K |
| Brightwater Advisory LLC | 0.47% | Reduce -1.6% | 5,790 | $696K |
| Keyvantage Wealth, LLC | 0.30% | Reduce -16.6% | 5,786 | $695K |
| Advanced Asset Management Advisors Inc | 0.19% | No change | 5,781 | $695K |
| Droms Strauss Advisors Inc. /Mo/ | 0.18% | Reduce -2.2% | 5,754 | $691K |
| Cornerstone Planning Group LLC | 0.11% | Reduce -20.9% | 5,442 | $691K |
| Outlook Wealth Advisors, LLC | 0.16% | Reduce -3.0% | 5,744 | $690K |
| High Probability Advisors, LLC | 0.09% | Add +61.3% | 5,731 | $689K |
| Crew Capital Management, Ltd | 0.43% | No change | 5,731 | $689K |
| Crews Bank & Trust | 0.10% | Reduce -1.2% | 5,726 | $688K |
| Adams Wealth Management | 0.15% | Add +3.1% | 5,714 | $687K |
| CacheTech Inc. | 0.13% | Add +3.1% | 5,714 | $687K |
| Shade Tree Advisors LLC | 0.52% | New | 5,700 | $685K |
| Bouchey Financial Group, Ltd. | 0.05% | Reduce -0.2% | 5,699 | $685K |
| Helium Advisors LLC | 0.69% | Reduce -13.3% | 5,695 | $684K |
| Brookmont Capital Management | 0.40% | Add +0.7% | 5,692 | $684K |
| Greenspring Advisors, LLC | 0.04% | New | 5,682 | $683K |
| Alta Wealth Advisors LLC | 0.23% | Add +26.1% | 5,672 | $682K |
| Invesco Ltd. | 0.00% | Reduce -7.9% | 5,660 | $680K |
| S.E.E.D. Planning Group LLC | 0.19% | Reduce -2.2% | 5,660 | $680K |
| Ocean Park Asset Management, LLC | 0.03% | Reduce -8.6% | 5,657 | $680K |
| McIlrath & Eck, LLC | 0.06% | Reduce -5.0% | 5,641 | $678K |
| Philadelphia Trust Co. | 0.05% | Reduce -8.2% | 5,624 | $676K |
| August Group Capital Ltd | 0.75% | — | 5,616 | $675K |
| Armstrong Advisory Group, Inc. | 0.05% | Add +0.1% | 5,615 | $675K |
| American Investment Services, Inc. | 0.16% | Reduce -3.3% | 5,598 | $673K |
| Stonebridge Financial Group, LLC | 0.06% | Reduce -58.5% | 5,595 | $672K |
| Facet Wealth, Inc. | 0.01% | Add +81.7% | 5,289 | $672K |
| InvesTrust | 0.26% | Reduce -0.4% | 5,580 | $671K |
| American Institute for Advanced Investment Management, LLP | 0.43% | Reduce -2.7% | 5,574 | $670K |
| CNB Bank | 0.27% | Add +0.4% | 5,574 | $670K |
| COFG Advisors, LLC | 0.17% | — | 5,569 | $669K |
| Exchange Bank | 0.46% | Add +0.6% | 5,558 | $668K |
| VestGen Advisors, LLC | 0.03% | Reduce -79.5% | 5,556 | $668K |
| Hillcrest Wealth Advisors - NY, LLC | 0.29% | No change | 5,550 | $667K |
| Roble, Belko & Company, Inc | 0.09% | Reduce -1.1% | 5,545 | $666K |
| HFG Advisors, Inc. | 0.48% | Reduce -7.0% | 5,530 | $665K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -4.2% | 5,527 | $664K |
| GGM Financial LLC | 0.32% | Reduce -0.3% | 5,509 | $662K |
| Ballast Rock Private Wealth LLC | 0.41% | — | 5,504 | $662K |
| Portfolio Resources Advisor Group, Inc. | 0.66% | — | 5,503 | $661K |
| Sfm, LLC | 0.39% | Reduce -2.7% | 5,491 | $660K |
| River Wealth Advisors LLC | 0.07% | Reduce -1.5% | 5,481 | $659K |
| Alexander Randolph Advisory, Inc. | 0.55% | No change | 5,473 | $658K |
| Clarendon Private LLC | 0.56% | Add +57.9% | 5,455 | $656K |
| SP Asset Management LLC | 0.05% | Add +0.0% | 5,442 | $654K |
| Insight Wealth Strategies, LLC | 0.07% | Reduce -9.0% | 5,436 | $653K |
| 21 West Wealth Management LLC | 0.60% | No change | 5,436 | $653K |
| LPWM LLC | 0.16% | New | 5,435 | $653K |
| Sunpointe, LLC | 0.21% | Add +0.0% | 5,394 | $648K |
| Granite Islands Private Wealth, LLC | 0.60% | — | 5,394 | $648K |
| Costello Asset Management, INC | 0.21% | Reduce -0.4% | 5,373 | $646K |
| Keating Financial Advisory Services, Inc. | 0.09% | — | 5,367 | $645K |
| Alhambra Investment Management LLC | 0.30% | Reduce -0.2% | 5,350 | $643K |
| Hoxton Planning & Management, LLC | 0.19% | Add +0.2% | 5,346 | $642K |
| Jackson Hole Capital Partners, LLC | 0.11% | Add +6.1% | 5,342 | $642K |
| W Advisors, LLC | 0.32% | Reduce -2.7% | 5,342 | $642K |
| Arnold Financial Planning LLC | 0.66% | — | 5,313 | $638K |
| Cedrus Wealth Group LLC | 0.59% | — | 5,307 | $638K |
| Petros Family Wealth, LLC | 0.42% | New | 5,300 | $637K |
| Liberty Wealth Management LLC | 0.08% | Reduce -1.9% | 5,283 | $635K |
| Tyche Wealth Partners LLC | 0.10% | Reduce -3.8% | 5,267 | $633K |
| First National Advisers, LLC | 0.09% | Reduce -0.6% | 5,258 | $632K |
| Maseco LLP | 0.03% | New | 5,231 | $629K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +25.9% | 5,226 | $628K |
| Triad Wealth Partners, LLC | 0.06% | Add +17.9% | 5,224 | $628K |
| Marshall Financial Group, LLC | 0.12% | Reduce -12.7% | 5,223 | $628K |
| Glass Jacobson Investment Advisors llc | 0.23% | Add +0.5% | 5,220 | $627K |
| Fortune Financial Advisors, LLC | 0.42% | Reduce -11.0% | 5,217 | $627K |
| Haverford Financial Services, Inc. | 0.18% | No change | 5,210 | $626K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +4.7% | 5,210 | $626K |
| Fiduciary Wealth Partners, LLC | 0.26% | No change | 5,183 | $623K |
| Uptick Partners, LLC | 0.13% | Add +9.2% | 5,178 | $622K |
| Seaside Wealth Management, Inc. | 0.18% | No change | 5,157 | $620K |
| Carson Advisory Inc. | 0.32% | Add +0.8% | 5,154 | $619K |
| 3Chopt Investment Partners, LLC | 0.14% | No change | 5,150 | $619K |
| TritonPoint Partners, LLC | 0.33% | — | 5,139 | $618K |
| Fortitude Advisory Group L.L.C. | 0.26% | Add +54.9% | 5,139 | $618K |
| Bogart Wealth, LLC | 0.02% | Add +3.2% | 5,138 | $618K |
| Strathmore Capital Advisors, Inc. | 0.20% | Reduce -8.7% | 5,134 | $617K |
| Atlas Capital Advisors Inc. | 0.07% | — | 5,129 | $616K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +14.4% | 5,128 | $616K |
| Clear Harbor Asset Management, LLC | 0.04% | No change | 5,123 | $616K |
| GreatBanc Trust CO | 0.43% | Reduce -2.3% | 5,120 | $615K |
| Tsfg, LLC | 0.09% | Add +0.2% | 5,112 | $614K |
| Strategic Financial Planning, Inc. | 0.35% | Reduce -2.2% | 5,107 | $614K |
| Wealth Group Ltd | 0.14% | Reduce -5.5% | 5,106 | $614K |
| Granville Capital, Inc. | 0.32% | — | 5,091 | $612K |
| Gilman Hill Asset Management, LLC | 0.10% | No change | 5,075 | $610K |
| KW Wealth Management LLC | 0.92% | Reduce -0.8% | 5,061 | $608K |
| Somerset Trust Co | 0.19% | No change | 5,059 | $608K |
| GatePass Capital, LLC | 0.32% | Add +49.9% | 5,024 | $604K |
| Landing Point Financial Group, LLC | 0.30% | Reduce -8.1% | 5,005 | $601K |
| Allstate Corp. | 0.01% | No change | 5,000 | $601K |
| Nicolet Advisory Services, LLC | 0.04% | Add +21.3% | 4,724 | $598K |
| Marex Group Ltd | 0.01% | Reduce -11.2% | 4,968 | $597K |
| Sierra Summit Advisors LLC | 0.09% | Reduce -10.4% | 4,959 | $596K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 4,666 | $596K |
| Davidson Kahn Capital Management, LLC | 0.31% | Reduce -0.8% | 4,953 | $595K |
| Private Capital Management, LLC | 0.06% | Reduce -2.0% | 4,946 | $594K |
| Live Oak Private Wealth LLC | 0.08% | Add +0.5% | 4,933 | $593K |
| Nemes Rush Group LLC | 0.06% | Add +584.5% | 4,915 | $591K |
| Balefire, LLC | 0.12% | Add +23.8% | 4,914 | $591K |
| Financial Perspectives, Inc | 0.16% | Add +3.5% | 4,912 | $590K |
| Salem Investment Counselors Inc. | 0.02% | Add +2.0% | 4,902 | $589K |
| Maia Wealth LLC | 0.10% | Add +0.6% | 4,553 | $589K |
| Flywheel Private Wealth LLC | 0.37% | No change | 4,896 | $588K |
| GWN Securities Inc. | 0.12% | Add +0.4% | 4,889 | $588K |
| EJMK Ventures LLC | 0.36% | — | 4,851 | $583K |
| FMB Wealth Management | 0.23% | No change | 4,846 | $582K |
| Bayban | 0.51% | — | 4,832 | $581K |
| Stokes Family Office, LLC | 0.05% | Add +10.7% | 4,824 | $580K |
| Modus Advisors, LLC | 0.15% | Reduce -10.4% | 4,818 | $579K |
| Postrock Partners LLC | 0.25% | No change | 4,800 | $577K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -7.5% | 4,796 | $576K |
| BCS Wealth Management | 0.06% | Add +98.2% | 4,770 | $573K |
| SFG Wealth Management, LLC. | 0.22% | Add +8.2% | 4,754 | $571K |
| Patten & Patten Inc. | 0.03% | Reduce -0.1% | 4,753 | $571K |
| Upper Left Wealth Management, LLC | 0.35% | Reduce -2.3% | 4,735 | $569K |
| Argent Advisors, Inc. | 0.16% | No change | 4,724 | $568K |
| Lakeridge Wealth Management LLC | 0.26% | Add +0.7% | 4,714 | $567K |
| Capital City Trust Co. | 0.13% | No change | 4,714 | $567K |
| Grant Private Wealth Management Inc | 0.34% | No change | 4,698 | $565K |
| Bonfire Financial | 0.42% | Add +4.0% | 4,697 | $564K |
| JGP Wealth Management, LLC | 0.06% | Add +2.6% | 4,690 | $564K |
| North Star Investment Management Corp. | 0.04% | Reduce -1.3% | 4,688 | $563K |
| CBIZ Investment Advisory Services, LLC | 0.02% | Add +2.6% | 4,680 | $562K |
| Claris Financial LLC | 0.30% | Add +78.0% | 4,675 | $562K |
| Finley Financial, LLC | 0.26% | No change | 4,660 | $560K |
| First Trust Advisors LP | 0.00% | Add +1.7% | 4,651 | $559K |
| GDS Wealth Management | 0.03% | Add +5.1% | 4,648 | $559K |
| Running Point Capital Advisors, LLC | 0.15% | No change | 4,640 | $558K |
| Orange Investment Advisors, Inc. | 0.06% | Add +8.8% | 4,636 | $557K |
| WealthBridge Capital Management, LLC | 0.13% | Reduce -1.6% | 4,622 | $556K |
| Client 1ST Advisory Group, LLC | 0.17% | Add +17.3% | 4,618 | $555K |
| Peddock Capital Advisors, LLC | 0.12% | Reduce -1.4% | 4,602 | $553K |
| Lazard Freres Gestion S.A.S. | 0.01% | No change | 4,602 | $553K |
| Quartz Partners, LLC | 0.21% | Add +138.9% | 4,598 | $553K |
| Financial Insights, Inc. | 0.18% | Add +140.3% | 4,594 | $552K |
| Trust Co | 0.05% | Add +1675.2% | 4,580 | $550K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -1.6% | 4,576 | $550K |
| Financial Council, LLC | 0.22% | No change | 4,569 | $549K |
| 71 West Capital Partners | 0.03% | — | 4,568 | $549K |
| DDD Partners, LLC | 0.03% | Add +1.2% | 4,563 | $548K |
| Beacon Bank & Trust | 0.11% | Reduce -2.7% | 4,555 | $547K |
| Shared Vision Wealth Group LLC | 0.22% | Reduce -3.6% | 4,242 | $544K |
| Tassel Capital Management, Inc. | 0.33% | Add +0.7% | 4,516 | $543K |
| Pinnacle Financial Group, LLC / IL | 0.16% | Reduce -3.7% | 4,512 | $542K |
| BSW Wealth Partners | 0.07% | Reduce -1.3% | 4,510 | $542K |
| Doliver Advisors, LP | 0.14% | No change | 4,497 | $540K |
| Sfam, LLC | 0.49% | — | 4,496 | $540K |
| Studio Investment Management LLC | 0.10% | Reduce -7.8% | 4,488 | $539K |
| Synergy Asset Management, LLC | 0.06% | Reduce -67.2% | 4,483 | $539K |
| Winthrop Advisory Group LLC | 0.05% | Reduce -4.4% | 4,477 | $538K |
| Clark Asset Management, LLC | 0.06% | Reduce -18.1% | 4,461 | $536K |
| Correct Capital Wealth Management | 0.10% | No change | 4,459 | $536K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -11.3% | 4,458 | $536K |
| Strategies Wealth Advisors, LLC | 0.05% | Reduce -7.4% | 4,458 | $536K |
| S.A. Mason LLC | 0.21% | No change | 4,453 | $535K |
| Howard Capital Management Group, LLC | 0.03% | No change | 4,449 | $535K |
| Asset Allocation & Management Company, LLC | 0.21% | No change | 4,441 | $534K |
| Whalerock Point Partners, LLC | 0.10% | Add +0.0% | 4,438 | $533K |
| Vantus Wealth LLC | 0.39% | — | 4,430 | $532K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +0.1% | 4,417 | $531K |
| MV Capital Management, Inc. | 0.05% | Add +0.1% | 4,414 | $530K |
| Vines Capital Management, LLC | 0.52% | — | 4,408 | $530K |
| Primoris Wealth Advisors, LLC | 0.32% | Reduce -2.2% | 4,402 | $529K |
| FC Advisory LLC | 0.15% | Add +0.9% | 4,389 | $527K |
| Nabity-Jensen Investment Management Inc | 0.36% | No change | 4,380 | $526K |
| Avondale Wealth Management | 0.27% | Reduce -12.1% | 4,380 | $526K |
| Cove Private Wealth, LLC | 0.16% | No change | 4,365 | $525K |
| Melfa Wealth Management, Inc. | 0.30% | No change | 4,353 | $523K |
| Courage Miller Partners, LLC | 0.16% | Reduce -0.6% | 4,335 | $521K |
| Investment Research Partners LLC | 0.22% | Add +0.1% | 4,329 | $520K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 4,320 | $519K |
| GAMCO Investors | 0.01% | Reduce -3.5% | 4,315 | $519K |
| Jane Street Group, LLC | 0.00% | Reduce -90.0% | 4,302 | $517K |
| Parkside Investments, LLC | 0.07% | Reduce -6.5% | 4,294 | $516K |
| Balboa Wealth Partners | 0.09% | Add +0.1% | 4,288 | $515K |
| Leisure Capital Management | 0.17% | No change | 4,283 | $515K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.8% | 4,269 | $513K |
| GW Henssler & Associates Ltd. | 0.02% | Add +1.6% | 4,267 | $513K |
| Guyasuta Investment Advisors Inc. | 0.03% | Reduce -1.6% | 4,260 | $512K |
| Moneywise, Inc. | 0.21% | Reduce -23.6% | 4,256 | $511K |
| Banque Pictet & Cie SA | 0.01% | Reduce -19.1% | 4,249 | $511K |
| EPG Wealth Management LLC | 0.14% | Reduce -4.0% | 4,240 | $510K |
| Peloton Wealth Strategists | 0.20% | Add +42.1% | 4,239 | $509K |
| FWG Investments, LLC. | 0.32% | Reduce -0.1% | 4,231 | $509K |
| Pine Haven Investment Counsel, Inc | 0.36% | No change | 4,230 | $508K |
| Allie Family Office LLC | 0.24% | No change | 4,229 | $508K |
| Nilsine Partners, LLC | 0.04% | Reduce -37.1% | 4,204 | $505K |
| Medallion Wealth Advisors, LLC | 0.17% | Reduce -6.2% | 4,188 | $504K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.09% | Add +1.0% | 4,194 | $504K |
| Nautilus Advisors LLC | 0.33% | Reduce -4.6% | 4,190 | $504K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -6.5% | 4,177 | $502K |
| Tribridge Partners Financial LLC | 0.21% | Add +2.4% | 4,164 | $500K |
| Concentrum Wealth Management | 0.14% | Add +25.4% | 4,157 | $500K |
| Dale Q Rice Investment Management Ltd | 0.36% | Reduce -12.2% | 4,148 | $499K |
| Kooman & Associates | 0.15% | Reduce -3.6% | 4,145 | $498K |
| HighRoad Wealth Advisors, LLC | 0.47% | — | 4,131 | $496K |
| Thomasville National Bank | 0.03% | Reduce -1.3% | 4,128 | $496K |
| Stelac Advisory Services LLC | 0.18% | Reduce -28.5% | 4,126 | $496K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.04% | No change | 4,125 | $496K |
| Evansbrook LLC | 0.33% | — | 4,124 | $496K |
| Keystone Wealth Services, LLC | 0.10% | Add +2.6% | 4,123 | $496K |
| Ballentine Capital Advisors, Inc | 0.21% | No change | 4,106 | $493K |
| Northbridge Financial Group, LLC | 0.22% | — | 4,092 | $492K |
| BAM Wealth Management, LLC | 0.36% | Reduce -20.0% | 4,087 | $491K |
| Appleton Partners Inc. | 0.03% | Reduce -1.9% | 4,088 | $491K |
| Downshift Financial, LLC | 0.30% | — | 3,801 | $487K |
| Hollencrest Capital Management | 0.02% | Add +0.0% | 4,051 | $487K |
| Davies Financial Advisors, Inc. | 0.90% | Reduce -61.7% | 4,043 | $486K |
| Clear Point Advisors Inc. | 0.38% | Reduce -8.0% | 4,039 | $485K |
| Gouws Capital LLC | 0.26% | No change | 4,025 | $484K |
| Plum Street Advisors, LLC | 0.17% | No change | 4,008 | $482K |
| Lam Group, Inc. | 0.28% | No change | 4,000 | $481K |
| CVFG LLC | 0.33% | Reduce -0.3% | 3,994 | $480K |
| Veracity Capital LLC | 0.14% | Reduce -83.3% | 3,987 | $479K |
| Polaris Investment Advisors, LLC | 0.34% | — | 3,966 | $477K |
| First PREMIER Bank | 0.11% | Reduce -3.0% | 3,968 | $476K |
| Decker Wealth Management LLC | 0.10% | — | 3,956 | $475K |
| Ironwood Investment Counsel, LLC | 0.07% | Add +0.4% | 3,944 | $474K |
| Meramec Financial Planners, LLC | 0.18% | — | 3,592 | $474K |
| Aufman Associates Inc | 0.24% | Add +0.3% | 3,941 | $474K |
| Founders Financial Alliance, LLC | 0.09% | Reduce -1.6% | 3,937 | $473K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -4.5% | 3,817 | $472K |
| RFP Financial Group LLC | 0.22% | Reduce -89.5% | 3,906 | $469K |
| Lantz Financial LLC | 0.10% | Reduce -5.8% | 3,891 | $468K |
| Mosaic Financial Group, LLC | 0.32% | Reduce -4.0% | 3,879 | $466K |
| Clarity Wealth Advisors, LLC | 0.09% | Add +26.3% | 3,866 | $465K |
| Vident Advisory, LLC | 0.00% | Add +22.8% | 3,859 | $464K |
| Duncker Streett & Co. Inc. | 0.08% | No change | 3,843 | $462K |
| Cascade Financial Partners, LLC | 0.05% | Reduce -0.5% | 3,834 | $461K |
| West Michigan Advisors, LLC | 0.11% | Add +9.1% | 3,826 | $460K |
| LifeSteps Financial, Inc. | 0.29% | Reduce -1.3% | 3,821 | $459K |
| Legacy Capital Wealth Partners, LLC | 0.10% | Add +2.2% | 11,890 | $459K |
| Acumen Wealth Advisors, LLC | 0.13% | — | 3,814 | $458K |
| Alerus Financial NA | 0.02% | Add +0.2% | 3,806 | $457K |
| BlueStem Wealth Partners, LLC | 0.05% | Reduce -1.6% | 3,798 | $456K |
| Fortress Private Ledger, LLC | 0.15% | Add +0.6% | 3,792 | $456K |
| Fortune Financial Group, Inc. | 0.45% | — | 3,554 | $454K |
| Sovran Advisors, LLC | 0.04% | Add +16.7% | 3,515 | $454K |
| Milestone Asset Management Group, LLC | 0.26% | Add +1.6% | 3,773 | $453K |
| Rossby Financial, LCC | 0.14% | Add +8.9% | 3,770 | $453K |
| F&V Capital Management, LLC | 0.10% | No change | 3,770 | $453K |
| Kwmg, LLC | 0.04% | No change | 3,763 | $452K |
| Cherry Tree Wealth Management, LLC | 0.10% | Reduce -2.1% | 3,754 | $451K |
| Altus Wealth Group LLC | 0.18% | Reduce -1.3% | 3,751 | $451K |
| Millennium Management | 0.00% | New | 3,750 | $451K |
| Carbahal Olsen Financial Services Group, LLC | 0.35% | Add +4.5% | 3,741 | $450K |
| DKM Wealth Management, Inc. | 0.33% | Reduce -2.6% | 3,730 | $448K |
| McRae Capital Management Inc. | 0.09% | Reduce -14.1% | 3,728 | $448K |
| NCM Capital Management, LLC | 0.17% | Reduce -0.7% | 3,728 | $448K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 3,724 | $448K |
| Howard Wealth Management, LLC | 0.20% | Add +7.0% | 3,718 | $447K |
| PAX Financial Group, LLC | 0.08% | Reduce -36.5% | 3,716 | $447K |
| Oarsman Capital, Inc. | 0.06% | Add +2.8% | 3,709 | $446K |
| Garner Asset Management Corp | 0.17% | Reduce -0.2% | 3,701 | $445K |
| True Link Financial Advisors, LLC | 0.03% | Add +4.3% | 3,701 | $445K |
| Heron Bay Capital Management | 0.08% | No change | 3,689 | $443K |
| Orleans Capital Management Corp. | 0.28% | New | 3,687 | $443K |
| Ashford Advisors, LLC | 0.10% | Reduce -34.9% | 3,685 | $443K |
| Ameriflex Group, Inc. | 0.23% | Add +87.3% | 3,682 | $442K |
| Wiser Advisor Group LLC | 0.50% | Add +4.7% | 3,671 | $441K |
| Sentinel Trust Co. Lba | 0.04% | No change | 3,672 | $441K |
| Hixon Zuercher, LLC | 0.13% | No change | 3,656 | $439K |
| Sentry LLC | 0.12% | No change | 3,604 | $433K |
| XTX Topco Ltd | 0.01% | Reduce -73.3% | 3,594 | $432K |
| Greystone Financial Group, LLC | 0.07% | Reduce -47.8% | 3,592 | $432K |
| Tred Avon Family Wealth, LLC | 0.14% | Reduce -18.5% | 3,591 | $432K |
| KCM Investment Advisors LLC | 0.01% | Reduce -9.5% | 3,578 | $430K |
| CFM Wealth Partners LLC | 0.06% | No change | 3,577 | $430K |
| AA Financial Advisors, LLC | 0.08% | Add +28.8% | 3,566 | $429K |
| BigSur Wealth Management LLC | 0.10% | Add +137.7% | 3,565 | $428K |
| Private Management Group Inc. | 0.01% | Add +6.8% | 3,552 | $427K |
| Bluedoor Private Wealth, LLC | 0.20% | — | 3,547 | $426K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 3,545 | $426K |
| Traub Capital Management LLC | 0.41% | Add +3.5% | 3,543 | $426K |
| Columbia Advisory Partners LLC | 0.29% | No change | 3,536 | $425K |
| Crux Wealth Advisors | 0.16% | Add +0.5% | 3,522 | $423K |
| Harrell Investment Partners, LLC | 0.10% | New | 3,511 | $422K |
| Team Hewins, LLC | 0.14% | No change | 3,507 | $421K |
| Shepherd Financial Partners LLC | 0.04% | Reduce -12.4% | 3,502 | $421K |
| Rayburn West Financial Services LLC | 0.26% | — | 3,500 | $421K |
| ARS Investment Partners, LLC | 0.02% | No change | 3,500 | $421K |
| Wellington Grp LLC | 0.14% | — | 3,499 | $421K |
| Asempa Wealth Advisors | 0.36% | — | 3,497 | $420K |
| Capstone Financial Advisors, Inc. | 0.02% | Add +0.3% | 3,489 | $419K |
| Willner & Heller, LLC | 0.30% | Reduce -6.7% | 3,479 | $418K |
| Sterling Capital Management LLC | 0.01% | Reduce -2.5% | 3,475 | $418K |
| TFB Advisors LLC | 0.12% | Add +4.0% | 3,473 | $417K |
| Adelphi Trust Co | 0.34% | — | 3,454 | $415K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -5.5% | 3,452 | $415K |
| Pathfinder Wealth Consulting, Inc. | 0.26% | — | 3,440 | $413K |
| Kesler, Norman & Wride, LLC | 0.07% | New | 3,440 | $413K |
| Ankerstar Wealth, LLC | 0.41% | — | 3,439 | $413K |
| Bluefin Capital Management, LLC | 0.12% | New | 3,433 | $413K |
| Financial Consulate, Inc. | 0.06% | Add +21.3% | 3,428 | $412K |
| Petra Financial Advisors Inc. | 0.24% | No change | 3,427 | $412K |
| Rollins Financial Advisors, LLC | 0.06% | Reduce -13.5% | 3,426 | $412K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -7.0% | 3,425 | $412K |
| BankPlus Trust Department | 0.11% | Add +440.0% | 3,413 | $410K |
| Avaii Wealth Management, LLC | 0.15% | Reduce -1.2% | 3,412 | $410K |
| Red Door Wealth Management, LLC | 0.04% | Add +7.8% | 3,406 | $409K |
| Taylor & Morgan Wealth Management, LLC | 0.23% | Add +10.4% | 3,397 | $408K |
| Poehling Capital Management, INC. | 0.08% | No change | 3,393 | $408K |
| Dagco, Inc. | 0.09% | Reduce -6.8% | 3,390 | $407K |
| Kelly Financial Services LLC | 0.10% | New | 3,389 | $407K |
| Bath Savings Trust Co | 0.04% | Reduce -0.6% | 3,387 | $407K |
| Ballast, Inc. | 0.10% | No change | 3,376 | $406K |
| Trust Point Inc. | 0.03% | Add +2.0% | 3,368 | $405K |
| Guardian Asset Advisors, LLC | 0.21% | Add +0.8% | 3,367 | $405K |
| Independent Wealth Network Inc. | 0.12% | Reduce -1.3% | 3,363 | $404K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.36% | Reduce -28.0% | 3,357 | $403K |
| Truvestments Capital LLC | 0.07% | Reduce -7.5% | 3,356 | $403K |
| PSI Advisors, LLC | 0.10% | Reduce -2.6% | 3,355 | $403K |
| Private Wealth Management Group, LLC | 0.11% | No change | 3,353 | $403K |
| BTC Capital Management, Inc. | 0.03% | Reduce -0.3% | 3,351 | $403K |
| Davidson Investment Advisors | 0.02% | No change | 3,350 | $403K |
| Bensler, LLC | 0.04% | Reduce -4.1% | 3,340 | $401K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -3.0% | 3,338 | $401K |
| Sage Capital Management, LLC | 0.19% | Add +0.3% | 3,335 | $401K |
| Foster & Motley Inc. | 0.02% | Add +1.2% | 3,330 | $400K |
| Fund Evaluation Group, LLC | 0.01% | Add +0.1% | 3,328 | $400K |
| OneAscent Financial Services LLC | 0.04% | Add +55.5% | 3,322 | $399K |
| Washington Trust Bank | 0.03% | Add +5.7% | 3,316 | $399K |
| TCP Asset Management, LLC | 0.07% | Reduce -5.6% | 3,313 | $398K |
| Everest Financial Group LLC | 0.09% | — | 3,306 | $397K |
| Radnor Capital Management, LLC | 0.06% | Add +23.3% | 3,305 | $397K |
| Forum Financial Management, LP | 0.01% | No change | 3,305 | $397K |
| Midwest Financial Partners Investments, Inc. | 0.22% | — | 3,302 | $397K |
| Stirlingshire Investments, Inc. | 0.35% | — | 3,301 | $397K |
| Endeavor Private Wealth, Inc. | 0.11% | Reduce -1.8% | 3,275 | $394K |
| SIMA Wealth Partners, LLC | 0.30% | No change | 3,272 | $393K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 3,264 | $392K |
| Market Street Wealth Management Advisors LLC | 0.06% | Reduce -25.9% | 3,243 | $390K |
| Darwin Wealth Management, LLC | 0.12% | Add +10.1% | 3,230 | $388K |
| Portland Financial Advisors Inc | 0.82% | No change | 3,228 | $388K |
| W1M Asset Management Ltd | 0.00% | New | 3,217 | $387K |
| Mitchell Capital Management Co. | 0.07% | Reduce -4.7% | 3,201 | $385K |
| Traveka Wealth, LLC | 0.16% | Reduce -8.0% | 3,195 | $384K |
| Sterling Investment Management, LLC | 0.22% | Add +13.0% | 3,193 | $384K |
| Investment Partners Asset Management, Inc. | 0.24% | Reduce -8.0% | 3,193 | $384K |
| Trademark Financial Management, LLC | 0.21% | Reduce -1.8% | 3,171 | $381K |
| Weaver Capital Management LLC | 0.08% | Reduce -10.9% | 3,169 | $381K |
| Collaborative Wealth Managment Inc. | 0.13% | Add +5.7% | 3,168 | $381K |
| Arbor Wealth Advisors LLC | 0.27% | No change | 3,164 | $380K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -6.9% | 3,163 | $380K |
| Castle Wealth Management LLC | 0.13% | Add +0.0% | 3,159 | $380K |
| Northside Capital Management, LLC | 0.03% | No change | 3,158 | $380K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.1% | 3,158 | $379K |
| Lawood & Co. | 0.36% | — | 3,153 | $379K |
| Harbor Asset Planning, Inc. | 0.32% | Add +0.5% | 3,152 | $379K |
| Clearwave Capital, LLC | 0.28% | — | 3,149 | $378K |
| Kaydan Wealth Management, Inc. | 0.11% | Add +0.0% | 3,144 | $378K |
| Financial Freedom, LLC | 0.19% | Add +0.3% | 3,137 | $377K |
| Johnson Bixby & Associates, LLC | 0.05% | Reduce -10.7% | 3,126 | $376K |
| Elevatus Welath Management | 0.10% | No change | 3,124 | $375K |
| CGN Advisors LLC | 0.03% | Reduce -10.0% | 3,117 | $375K |
| waypoint wealth counsel | 0.14% | Reduce -0.4% | 3,116 | $375K |
| Canandaigua National Bank & Trust Co. | 0.03% | Add +3.3% | 3,112 | $374K |
| Buttonwood Financial Advisors Inc. | 0.12% | Reduce -10.1% | 3,103 | $373K |
| William Howard & Co Financial Advisors Inc | 0.31% | No change | 3,102 | $373K |
| Horizon Investment Services, LLC | 0.13% | No change | 3,093 | $372K |
| Checchi Capital Advisers, LLC | 0.03% | Add +6.4% | 3,093 | $372K |
| Andrews Advisory Associates, LLC | 0.20% | — | 3,086 | $371K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -0.6% | 3,083 | $371K |
| Synergy Investment Management, LLC | 0.13% | Add +5.7% | 3,077 | $370K |
| Realta Investment Advisors | 0.12% | Add +0.3% | 3,067 | $369K |
| Meadowbrook Advisors Group, LLC | 0.21% | — | 3,066 | $368K |
| Vernal Point Advisors, LLC | 0.15% | No change | 3,066 | $368K |
| Heritage Trust Co | 0.04% | Reduce -3.6% | 3,054 | $367K |
| Highland Capital Management, LLC | 0.02% | Add +0.1% | 3,043 | $366K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -6.0% | 3,041 | $365K |
| Tenzing Financial LLC | 0.30% | — | 3,031 | $364K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -14.5% | 3,026 | $364K |
| Kingsman Wealth Management, Inc. | 0.20% | Reduce -10.1% | 3,019 | $363K |
| Penobscot Wealth Management | 0.11% | Reduce -0.8% | 3,013 | $362K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -13.5% | 3,016 | $362K |
| M1 Capital Management LLC | 0.15% | Reduce -13.9% | 3,007 | $361K |
| Foundry Financial Group, Inc. | 0.18% | Reduce -2.9% | 3,005 | $361K |
| Towerpoint Wealth, LLC | 0.14% | Reduce -2.5% | 3,001 | $361K |
| Everett Harris & Co. | 0.00% | Reduce -2.2% | 3,000 | $361K |
| Wagner Wealth Management, LLC | 0.08% | New | 2,999 | $360K |
| Coastwise Capital Group, LLC | 0.19% | Add +44.1% | 2,983 | $359K |
| 3EDGE Asset Management, LP | 0.02% | New | 2,982 | $358K |
| Bfsg, LLC | 0.03% | No change | 2,979 | $358K |
| Norden Group LLC | 0.04% | No change | 2,978 | $358K |
| Pacific Sage Partners, LLC | 0.06% | Add +16.1% | 2,961 | $356K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | Reduce -20.3% | 2,950 | $355K |
| Cynosure Group, LLC | 0.04% | New | 2,949 | $354K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -13.2% | 2,946 | $354K |
| Level Wealth Management LLC | 0.18% | Reduce -0.5% | 2,942 | $354K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -3.1% | 2,934 | $353K |
| Watershed Private Wealth LLC | 0.11% | Reduce -0.5% | 2,932 | $352K |
| LMG Wealth Partners, LLC | 0.07% | Add +0.7% | 2,921 | $351K |
| Midwest Capital Advisors, LLC | 0.17% | Reduce -6.7% | 2,920 | $351K |
| Thayer Partners, LLC / MA | 0.17% | — | 2,912 | $350K |
| Rothschild Investment LLC | 0.02% | Add +4.8% | 2,905 | $349K |
| Pinney & Scofield, Inc. | 0.20% | No change | 2,904 | $349K |
| Redmond Asset Management, LLC | 0.09% | Reduce -0.3% | 2,900 | $349K |
| Stillwater Capital Advisors, LLC | 0.04% | Add +10.8% | 2,898 | $348K |
| Chilton Investment Co. Inc. | 0.01% | New | 2,897 | $348K |
| Tanager Wealth Management LLP | 0.03% | Add +54.3% | 2,888 | $347K |
| Buffalo Business & Estate Services Ltd. | 0.05% | — | 2,883 | $346K |
| Bank of New Hampshire | 0.08% | Reduce -8.8% | 2,878 | $346K |
| Innova Wealth Partners | 0.17% | New | 2,876 | $346K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -5.7% | 2,869 | $345K |
| Walleye Partners, LLC | 0.38% | — | 2,869 | $345K |
| Copia Wealth Management | 0.25% | Add +2.1% | 2,855 | $343K |
| Epiq Partners, LLC | 0.16% | No change | 2,850 | $343K |
| Wallace Advisory Group, LLC | 0.36% | Add +3.8% | 2,843 | $342K |
| Webster Bank, N. A. | 0.03% | No change | 2,841 | $341K |
| Core Wealth Partners LLC | 0.15% | No change | 2,840 | $341K |
| Segment Wealth Management, LLC | 0.02% | Reduce -8.1% | 2,840 | $341K |
| 4WEALTH Advisors, Inc. | 0.30% | Add +1.5% | 2,839 | $341K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 2,836 | $341K |
| Insight Inv LLC | 0.19% | No change | 2,828 | $340K |
| one8zero8, LLC | 0.07% | Add +8.7% | 2,818 | $339K |
| Freestone Capital Holdings, LLC | 0.01% | Add +53.9% | 2,817 | $339K |
| Brooklyn Investment Group | 0.02% | Add +24.8% | 2,752 | $337K |
| Denver Wealth Management, Inc. | 0.12% | Add +0.7% | 2,801 | $337K |
| Trail Ridge Investment Advisors, LLC | 0.14% | Reduce -0.8% | 2,798 | $336K |
| High Falls Advisors, Inc | 0.07% | Reduce -12.8% | 2,787 | $335K |
| E&G Advisors, LLC | 0.07% | No change | 2,786 | $335K |
| Financial Advisors Network, Inc. | 0.05% | Add +5.5% | 2,783 | $334K |
| Newport Capital Group, LLC | 0.20% | Add +0.1% | 2,777 | $334K |
| Vermillion Wealth Management, Inc. | 0.14% | Reduce -4.5% | 2,766 | $332K |
| Integrated Wealth Management | 0.37% | — | 2,764 | $332K |
| Oxinas Partners, LLC | 0.16% | Reduce -1.8% | 2,763 | $332K |
| Opal Wealth Advisors, LLC | 0.09% | No change | 2,762 | $332K |
| New Insight Wealth Advisors | 0.12% | Add +23.1% | 2,762 | $332K |
| Mayport, LLC | 0.07% | No change | 2,762 | $332K |
| Virtue Asset Management LLC | 0.27% | No change | 2,761 | $332K |
| Hirtle & Co., LLC | 0.01% | Reduce -3.1% | 2,761 | $332K |
| Vantage Point Financial LLC | 0.12% | Reduce -0.3% | 2,760 | $332K |
| Clarity Capital Advisors, LLC | 0.17% | Reduce -8.1% | 2,756 | $331K |
| Family Manage LLC | 0.04% | No change | 2,753 | $331K |
| Gerber, LLC | 0.18% | No change | 2,740 | $329K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -6.7% | 2,738 | $329K |
| RMR Capital Management, LLC | 0.24% | Reduce -16.6% | 2,729 | $328K |
| Sage Rhino Capital LLC | 0.06% | Reduce -16.3% | 2,720 | $327K |
| Silver Grove Financial Group, Inc. | 0.28% | Add +0.1% | 2,749 | $327K |
| Integrity Wealth Solutions LLC | 0.13% | Add +4.8% | 2,713 | $326K |
| Loomis Sayles & Co. L P | 0.00% | Add +938.7% | 2,711 | $326K |
| D.B. Root & Company, LLC | 0.08% | Reduce -14.5% | 2,706 | $325K |
| Elevated Capital Advisors, LLC | 0.08% | Add +0.3% | 2,705 | $325K |
| Stonehearth Capital Management, LLC | 0.12% | No change | 2,701 | $325K |
| Strategic Equity Management | 0.11% | Reduce -9.1% | 2,700 | $324K |
| Graetz Wealth LLC | 0.29% | — | 2,697 | $324K |
| Rainier Family Wealth Inc. | 0.24% | New | 2,696 | $324K |
| Blodgett Wealth Advisors, LLC | 0.23% | Add +1.3% | 2,695 | $324K |
| FF Advisors,LLC | 0.14% | Add +0.2% | 2,692 | $324K |
| Dopkins Wealth Management, LLC | 0.13% | No change | 2,690 | $323K |
| Boyum Wealth Architects LLC | 0.15% | New | 2,518 | $323K |
| Chancellor Financial Group WB LP | 0.22% | No change | 2,682 | $322K |
| Barnes Pettey Financial Advisors, LLC | 0.16% | Add +2.9% | 2,674 | $321K |
| Rockbridge Investment Management, LCC | 0.03% | Add +6.0% | 2,669 | $321K |
| Cim, LLC | 0.04% | Add +7.1% | 2,662 | $320K |
| Potomac Fund Management Inc. | 0.01% | Reduce -8.2% | 2,655 | $319K |
| Burk Holdings LLC | 0.15% | New | 2,654 | $319K |
| Aspen Wealth Management LLC | 0.07% | Reduce -0.4% | 2,644 | $318K |
| Kendall Capital Management | 0.07% | Add +2.6% | 2,644 | $318K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 2,633 | $316K |
| Stiles Financial Services Inc | 0.10% | No change | 2,627 | $316K |
| Signet Investment Advisory Group, Inc. | 0.15% | No change | 2,625 | $315K |
| Southland Equity Partners LLC | 0.06% | Reduce -7.5% | 2,622 | $315K |
| Colonial River Investments, LLC | 0.11% | Add +10.6% | 2,620 | $315K |
| Juncture Wealth Strategies, LLC | 0.10% | Reduce -1.9% | 2,620 | $315K |
| Members Wealth LLC | 0.20% | Add +2.1% | 2,457 | $315K |
| Seelaus Asset Management LLC | 0.25% | Add +4.9% | 2,617 | $315K |
| Curtis Advisory Group, LLC | 0.07% | No change | 2,616 | $314K |
| Good Harbor Advisors, Inc. | 0.37% | — | 2,615 | $314K |
| IAG Wealth Partners, LLC | 0.04% | Reduce -1.9% | 2,613 | $314K |
| Wilkerson Advisory Group LLC | 0.11% | — | 2,611 | $314K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +0.1% | 2,607 | $313K |
| O'ROURKE & COMPANY, Inc | 0.12% | Reduce -14.1% | 2,606 | $313K |
| Bond & Devick Financial Network, Inc. | 0.09% | No change | 2,606 | $313K |
| Riverbend Wealth Management, LLC | 0.20% | No change | 2,604 | $313K |
| Elgethun Capital Management | 0.05% | No change | 2,603 | $313K |
| Compass Financial Group, Inc. (Ohio) | 0.23% | — | 2,599 | $312K |
| Capital Investment Management, Inc. | 0.11% | — | 2,597 | $312K |
| Stephen J. Garry & Associates, LLC | 0.25% | No change | 2,596 | $312K |
| Eight 31 Financial, LLC | 0.17% | Add +2.3% | 2,593 | $312K |
| Hobbs Group Advisors, LLC | 0.09% | Add +30.2% | 2,593 | $312K |
| Fermata Advisors, LLC | 0.07% | Reduce -16.8% | 2,589 | $311K |
| ICONIQ Capital, LLC | 0.00% | Add +0.5% | 2,575 | $309K |
| Strata Wealth Advisors, LLC | 0.09% | Reduce -12.3% | 2,574 | $309K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -7.3% | 2,572 | $309K |
| Lifelong Wealth Advisors, Inc. | 0.08% | Reduce -11.3% | 2,567 | $309K |
| Collier Financial | 0.23% | Add +4.2% | 2,559 | $308K |
| DeLarme Wealth Management, Inc. | 0.22% | — | 2,557 | $307K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -12.4% | 2,554 | $307K |
| MJP Associates Inc. | 0.04% | Add +10.2% | 2,542 | $306K |
| Pollock Investment Advisors, LLC | 0.22% | No change | 2,540 | $305K |
| Allodium Investment Consultants, LLC | 0.15% | Reduce -7.3% | 2,535 | $305K |
| Paragon Capital Management LLC | 0.15% | Reduce -6.3% | 2,534 | $305K |
| M3 Advisory Group, LLC | 0.19% | Reduce -10.2% | 2,532 | $304K |
| Brand Asset Management Group, Inc. | 0.08% | Reduce -2.4% | 2,518 | $303K |
| Peregrine Asset Advisers, Inc. | 0.09% | No change | 2,514 | $302K |
| Hickory Point Bank & Trust | 0.22% | No change | 2,508 | $301K |
| Rockingstone Advisors LLC | 0.14% | Add +1.2% | 2,505 | $301K |
| North Star Asset Management Inc. | 0.01% | Add +16.7% | 2,504 | $301K |
| True Freedom Investing, LLC | 0.02% | New | 2,503 | $301K |
| Mairs & Power Inc. | 0.00% | Reduce -29.1% | 2,495 | $300K |
| tru Independence LLC | 0.08% | New | 2,494 | $300K |
| Orrstown Financial Services Inc. | 0.05% | Reduce -38.3% | 2,475 | $297K |
| Strategy Asset Managers LLC | 0.05% | Add +4.4% | 2,470 | $297K |
| Glassman Wealth Services | 0.04% | No change | 2,467 | $297K |
| Drum Hill Capital, LLC | 0.32% | No change | 2,465 | $296K |
| Element Pointe Advisors, LLC | 0.06% | New | 2,465 | $296K |
| Ifrah Financial Services, Inc. | 0.08% | Reduce -0.6% | 2,459 | $296K |
| Schroder Investment Management Group | 0.00% | No change | 2,450 | $294K |
| Wealth Analytics Partners, LLC | 0.12% | — | 2,449 | $294K |
| Aries Wealth Management | 0.07% | No change | 2,446 | $294K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -24.7% | 2,444 | $294K |
| Richardson Capital Management LLC | 0.15% | Add +3.5% | 2,442 | $293K |
| Werba Rubin Papier Wealth Management | 0.08% | Add +0.5% | 2,439 | $293K |
| Ceera Investments, LLC | 0.11% | Add +0.2% | 2,434 | $293K |
| Tableaux LLC | 0.21% | Reduce -58.4% | 2,433 | $292K |
| Weaver Consulting Group | 0.07% | Reduce -0.1% | 2,429 | $292K |
| GFG Capital, LLC | 0.10% | Add +0.8% | 2,425 | $291K |
| Kestra Investment Management, LLC | 0.01% | Add +40.4% | 2,422 | $291K |
| Investmark Advisory Group LLC | 0.12% | Add +0.5% | 2,420 | $291K |
| Private Client Services, LLC | 0.09% | Reduce -17.0% | 2,403 | $289K |
| Cohen Klingenstein LLC | 0.01% | No change | 2,400 | $288K |
| Augustine Asset Management Inc. | 0.06% | Reduce -0.5% | 2,397 | $288K |
| Trexquant Investment LP | 0.00% | New | 2,395 | $288K |
| ADG Wealth Management Group, LLC | 0.22% | Add +16.3% | 2,393 | $288K |
| IRON Financial LLC | 0.13% | New | 2,388 | $287K |
| Davidson Capital Management Inc. | 0.06% | No change | 2,384 | $287K |
| Infinity Wealth Counsel, LLC | 0.26% | Reduce -1.9% | 2,382 | $286K |
| Brookwood Investment Group LLC | 0.03% | Add +3.6% | 2,380 | $286K |
| Aberdeen Wealth Management LLC | 0.13% | Add +2.0% | 2,376 | $286K |
| Welch Group, LLC | 0.01% | Reduce -19.4% | 2,368 | $285K |
| Blue Zone Wealth Advisors, LLC | 0.05% | Reduce -1.5% | 2,352 | $283K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -19.7% | 2,351 | $283K |
| Stevens Capital Partners | 0.07% | New | 2,348 | $282K |
| Stonebridge Financial Group, LLC / MO | 0.24% | — | 2,338 | $281K |
| Farmers National Bank | 0.06% | Add +4.8% | 2,334 | $281K |
| Edgestream Partners, L.P. | 0.01% | New | 2,334 | $281K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -3.5% | 2,322 | $279K |
| American Wealth Advisors, LLC | 0.27% | Reduce -0.0% | 2,317 | $278K |
| BOS Asset Management, LLC | 0.07% | No change | 2,315 | $278K |
| Hanson & Doremus Investment Management | 0.03% | Reduce -30.2% | 2,313 | $278K |
| Asset One Wealth Management LLC | 0.04% | — | 2,165 | $278K |
| Concord Wealth Partners | 0.04% | Add +0.1% | 2,305 | $277K |
| Partners in Financial Planning | 0.05% | Add +0.0% | 2,297 | $276K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -4.5% | 2,288 | $275K |
| Kraft, Davis & Associates, LLC | 0.06% | Reduce -14.8% | 2,174 | $275K |
| Safeguard Investment Advisory Group, LLC | 0.07% | New | 2,287 | $275K |
| Dudley Capital Management, LLC | 0.12% | Reduce -9.9% | 2,283 | $274K |
| Tobias Financial Advisors, Inc. | 0.04% | Add +24.7% | 2,282 | $274K |
| Chicago Capital, LLC | 0.01% | Reduce -3.5% | 2,278 | $274K |
| Bayesian Capital Management, LP | 0.63% | New | 2,277 | $274K |
| Osbon Capital Management LLC | 0.26% | — | 2,277 | $274K |
| REDW Wealth LLC | 0.10% | Reduce -2.5% | 2,276 | $274K |
| Heritage Family Offices, LLP | 0.12% | Reduce -12.8% | 2,271 | $273K |
| Pandora Wealth, Inc. | 0.17% | Reduce -0.9% | 2,266 | $272K |
| Seascape Capital Management | 0.08% | Reduce -6.1% | 2,262 | $272K |
| Heritage Wealth Management, Inc. | 0.08% | Add +5.4% | 2,262 | $272K |
| Oldfather Financial Services, LLC | 0.08% | New | 2,261 | $272K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | New | 2,059 | $272K |
| Frisco Financial Planning LLC | 0.23% | Add +24.7% | 2,260 | $272K |
| West Bancorporation Inc. | 0.14% | Reduce -20.5% | 2,258 | $271K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +2.3% | 2,257 | $271K |
| Briggs Wealth Management, Inc | 0.29% | — | 2,238 | $269K |
| Schnieders Capital Management, Llc. | 0.04% | No change | 2,232 | $268K |
| Navis Wealth Advisors, LLC | 0.11% | Add +3.3% | 2,224 | $267K |
| DDFG, Inc | 0.06% | Reduce -8.7% | 2,217 | $266K |
| Chris Bulman Inc | 0.12% | No change | 2,211 | $266K |
| Steffes Financial, Ltd. | 0.14% | — | 2,210 | $266K |
| Investment Research & Advisory Group, Inc. | 0.09% | Add +15.3% | 2,053 | $265K |
| Cornerstone Financial Management LLC | 0.25% | — | 2,205 | $265K |
| Kera Capital Partners, Inc. | 0.03% | Add +9.9% | 2,078 | $264K |
| Everhart Financial Group, Inc. | 0.02% | Add +0.8% | 2,193 | $264K |
| Souders Financial Advisors | 0.03% | Reduce -2.5% | 2,192 | $263K |
| Channel Wealth LLC | 0.07% | New | 2,188 | $263K |
| Patten Group, Inc. | 0.05% | No change | 2,181 | $262K |
| Successful Portfolios LLC | 0.13% | Reduce -4.7% | 2,073 | $262K |
| Sachetta, LLC | 0.14% | Reduce -94.8% | 2,179 | $262K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +299.3% | 2,172 | $261K |
| MRWM Advisors, LLC | 0.14% | No change | 2,171 | $261K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | New | 1,974 | $261K |
| Petix & Botte Co | 0.06% | Add +0.1% | 2,166 | $260K |
| Hantz Financial Services, Inc. | 0.00% | Add +751.2% | 2,162 | $260K |
| Ruggaard & Associates LLC | 0.10% | Reduce -3.8% | 2,162 | $260K |
| Birchwood Financial Partners, Inc. | 0.26% | — | 2,160 | $260K |
| MY Wealth Management Inc. | 0.23% | No change | 2,160 | $260K |
| Curated Wealth Partners LLC | 0.03% | New | 2,160 | $260K |
| Pegasus Asset Management, Inc. | 0.08% | No change | 2,155 | $259K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -63.0% | 2,149 | $258K |
| Bill Few Associates, Inc. | 0.06% | New | 2,148 | $258K |
| Soundwatch Capital LLC | 0.04% | Reduce -6.0% | 2,145 | $258K |
| Granite Group Advisors, LLC | 0.15% | New | 2,143 | $258K |
| Stanley-Laman Group, Ltd. | 0.03% | Reduce -8.5% | 2,141 | $257K |
| Dentgroup LLC | 0.18% | Reduce -3.8% | 2,135 | $257K |
| City State Bank | 0.07% | Add +7.8% | 2,133 | $256K |
| Moment Partners, LLC | 0.05% | No change | 2,133 | $256K |
| SRH Advisors, LLC | 0.07% | No change | 2,129 | $256K |
| Revisor Wealth Management LLC | 0.07% | Reduce -1.0% | 1,956 | $255K |
| Clearstead Trust, LLC | 0.04% | Reduce -19.2% | 2,122 | $255K |
| Great Oak Capital Partners, LLC | 0.06% | New | 2,099 | $255K |
| Atlantic Edge Private Wealth Management, LLC | 0.06% | Reduce -5.8% | 2,112 | $254K |
| FSB Premier Wealth Management, Inc. | 0.08% | Reduce -0.9% | 2,108 | $253K |
| Oak Harvest Investment Services | 0.03% | Add +18.3% | 2,107 | $253K |
| ICW Investment Advisors LLC | 0.09% | Add +0.1% | 2,104 | $253K |
| Brandywine Oak Private Wealth LLC | 0.02% | Reduce -60.3% | 2,099 | $252K |
| Slagle Financial, LLC | 0.09% | Add +4.7% | 2,093 | $251K |
| LongView Wealth Management | 0.06% | No change | 1,981 | $251K |
| Mosaic Family Wealth Partners, LLC | 0.03% | No change | 2,085 | $251K |
| Archford Capital Strategies, LLC | 0.03% | No change | 2,083 | $250K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 2,073 | $249K |
| Sterling Wealth Management, Inc. | 0.07% | Reduce -6.6% | 2,073 | $249K |
| Rhodes Investment Advisors Inc. | 0.20% | — | 2,072 | $249K |
| Northstar Financial Companies, Inc. | 0.20% | New | 2,069 | $249K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -5.4% | 2,066 | $248K |
| Waterfront Wealth Inc. | 0.05% | Add +3.5% | 1,934 | $248K |
| Brady Martz Wealth Solutions, LLC | 0.04% | New | 2,061 | $248K |
| River's Edge Wealth Management, LLC | 0.24% | — | 1,885 | $247K |
| Schorn Wealth LLC | 0.07% | No change | 2,054 | $247K |
| Tenon Financial LLC | 0.10% | Add +0.5% | 2,050 | $246K |
| Rothschild Capital Partners, LLC | 0.06% | New | 2,048 | $246K |
| Sierra Capital LLC | 0.03% | Reduce -38.5% | 2,045 | $246K |
| Monograph Wealth Advisors, LLC | 0.02% | New | 2,047 | $246K |
| Patron Partners, LLC | 0.11% | No change | 2,046 | $246K |
| Beacon Capital Management, LLC | 0.04% | New | 2,045 | $246K |
| Beaton Management Co. Inc. | 0.11% | No change | 2,039 | $245K |
| Bcwm, LLC | 0.07% | Add +5.4% | 2,035 | $245K |
| Opal Capital LLC | 0.06% | — | 1,852 | $244K |
| FSA Advisors, Inc. | 0.17% | Reduce -2.5% | 2,030 | $244K |
| Reliant Investment Partners, LLC | 0.19% | No change | 2,030 | $244K |
| Rosenberg Matthew Hamilton | 0.05% | Add +0.3% | 2,030 | $244K |
| Blue Edge Capital, LLC | 0.03% | Reduce -17.7% | 2,025 | $243K |
| Voisard Asset Management Group, Inc. | 0.05% | Reduce -7.2% | 2,015 | $242K |
| WoodTrust Financial Corp | 0.03% | No change | 2,012 | $242K |
| Sun Financial Inc | 0.13% | — | 2,012 | $242K |
| Brindle & Bay Financial Advisors, LLC | 0.16% | — | 2,008 | $241K |
| Natural Investments, LLC | 0.06% | New | 2,013 | $241K |
| Van Diest Capital, LLC | 0.36% | — | 2,000 | $240K |
| Daytona Street Capital LLC | 0.19% | — | 2,000 | $240K |
| Eclectic Associates Inc. | 0.04% | Reduce -3.5% | 2,000 | $240K |
| Global Trust Asset Management, LLC | 0.09% | Reduce -7.1% | 1,993 | $240K |
| Koa Wealth Management, LLC | 0.16% | New | 1,986 | $239K |
| KFG Wealth Management, LLC | 0.03% | Reduce -0.9% | 1,985 | $239K |
| Guardian Wealth Advisors, LLC | 0.13% | Add +6.5% | 1,985 | $239K |
| Trust Co of the South | 0.04% | Add +2.5% | 1,983 | $238K |
| Toth Financial Advisory Corp. | 0.03% | Add +34.0% | 1,982 | $238K |
| Oak Barrel Wealth Advisory LLC | 0.14% | — | 1,981 | $238K |
| Solidarity Wealth, LLC | 0.05% | Reduce -95.6% | 1,974 | $237K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.07% | No change | 1,972 | $237K |
| Parcion Private Wealth LLC | 0.01% | No change | 1,972 | $237K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -0.4% | 1,967 | $236K |
| Maryland Capital Advisors Inc. | 0.08% | Reduce -0.8% | 1,964 | $236K |
| BBR Partners, LLC | 0.01% | New | 1,961 | $236K |
| Old Peak Finance LLC | 0.14% | — | 1,954 | $235K |
| Community Bank & Trust, Waco, Texas | 0.05% | Reduce -13.4% | 1,943 | $234K |
| Zullo Investment Group, Inc. | 0.09% | Reduce -1.2% | 1,945 | $234K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | Reduce -3.8% | 1,945 | $234K |
| Falcon Wealth Planning | 0.02% | Add +11.3% | 1,944 | $234K |
| Catalina Capital Group, LLC | 0.14% | Reduce -1.2% | 1,942 | $233K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.11% | Reduce -92.3% | 218 | $233K |
| Cfo Capital Management LLC | 0.17% | — | 1,939 | $233K |
| Presilium Private Wealth, LLC | 0.04% | Add +2.4% | 1,933 | $232K |
| Versant Capital Management, Inc | 0.03% | Reduce -3.1% | 1,933 | $232K |
| Stablepoint Partners, LLC | 0.04% | Add +2.1% | 1,931 | $232K |
| Bernardo Wealth Planning LLC | 0.04% | No change | 1,927 | $232K |
| Miramontes Capital, LLC | 0.08% | — | 1,927 | $232K |
| BCGM Wealth Management, LLC | 0.06% | Reduce -20.3% | 1,925 | $231K |
| Valued Wealth Advisors LLC | 0.10% | No change | 1,919 | $231K |
| Investment Partners, LTD. | 0.08% | Add +4.0% | 1,913 | $230K |
| Fca Corp. | 0.06% | Reduce -0.4% | 1,909 | $229K |
| Carret Asset Management, LLC | 0.02% | Add +6.1% | 1,908 | $229K |
| PDS Planning, Inc | 0.02% | Add +0.1% | 1,906 | $229K |
| Capital Asset Managemnet, LLC | 0.25% | — | 1,904 | $229K |
| Kapstone Financial Advisors LLC | 0.11% | Add +4.3% | 1,904 | $229K |
| Independence Bank of Kentucky | 0.03% | Add +24.5% | 1,904 | $229K |
| Walled Lake Planning & Wealth Management, LLC | 0.07% | Add +0.4% | 1,901 | $228K |
| D L Carlson Investment Group Inc. | 0.04% | No change | 1,901 | $228K |
| McMillan Office, Inc. | 0.03% | — | 1,900 | $228K |
| Wells Financial Advisors INC | 0.43% | Reduce -47.9% | 1,898 | $228K |
| Lakeshore Capital Group, Inc. | 0.18% | Reduce -0.2% | 1,890 | $227K |
| Nicollet Investment Management, Inc. | 0.07% | No change | 1,885 | $227K |
| Atlas Private Wealth Advisors | 0.05% | Add +0.4% | 1,884 | $226K |
| Ascent Wealth Partners, LLC | 0.03% | No change | 1,882 | $226K |
| LifePlan Financial, LLC | 0.17% | Reduce -3.0% | 1,873 | $225K |
| Hughes Financial Services, LLC | 0.04% | Reduce -1.1% | 1,872 | $225K |
| Legacy Bridge, LLC | 0.09% | No change | 1,871 | $225K |
| SPWM Advisors LLC | 0.22% | — | 1,868 | $224K |
| Northeast Planning Associates, Inc. / NH / | 0.16% | No change | 1,865 | $224K |
| Krilogy Financial LLC | 0.01% | Reduce -1.3% | 1,749 | $224K |
| LS Investment Advisors, LLC | 0.03% | Reduce -5.0% | 1,864 | $224K |
| 4J Wealth Management LLC | 0.13% | Reduce -4.4% | 1,860 | $224K |
| Isthmus Partners, LLC | 0.02% | New | 1,859 | $223K |
| Heritage Financial Services, LLC | 0.02% | Reduce -11.2% | 1,859 | $223K |
| Proactive Wealth Strategies LLC | 0.09% | Add +1.9% | 1,857 | $223K |
| Oakmont Advisory Group, LLC | 0.24% | — | 1,855 | $223K |
| Morton Capital Management LLC | 0.03% | No change | 1,849 | $222K |
| Arista Wealth Management, LLC | 0.03% | No change | 1,848 | $222K |
| Partners Wealth Management, LLC | 0.23% | Add +7.3% | 1,847 | $222K |
| Sierra Ocean, LLC | 0.18% | No change | 1,841 | $221K |
| MIdWestOne Financial Group, Inc. | 0.02% | No change | 1,840 | $221K |
| Breachway Investments LLC | 0.23% | — | 1,838 | $221K |
| Piscataqua Savings Bank | 0.15% | No change | 1,837 | $221K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.2% | 1,835 | $220K |
| Jacobs & Co. | 0.02% | No change | 1,836 | $220K |
| Milestones Private Investment Advisors LLC | 0.15% | No change | 1,830 | $220K |
| Jim Saulnier & Associates, LLC | 0.11% | Add +1.0% | 1,828 | $220K |
| First Financial Corp. | 0.08% | No change | 1,818 | $218K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 1,813 | $218K |
| Prasad Wealth Partners, LLC | 0.06% | Reduce -45.3% | 1,812 | $218K |
| Steinberganna Wealth Management | 0.10% | Reduce -1.5% | 1,806 | $217K |
| Madrona Financial Services, LLC | 0.05% | Reduce -18.9% | 1,800 | $216K |
| Perryman Financial Advisory Inc. | 0.03% | — | 1,799 | $216K |
| Northwest Bancshares, Inc. | 0.04% | New | 1,796 | $216K |
| Whalen Wealth Management Inc. | 0.12% | Add +5.5% | 1,793 | $216K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -89.0% | 1,792 | $215K |
| True Vision MN LLC | 0.11% | New | 1,789 | $215K |
| Princeton Capital Management LLC | 0.06% | Reduce -0.5% | 1,789 | $215K |
| Fortis Capital Management LLC | 0.03% | New | 1,782 | $214K |
| GenWealth Group, Inc. | 0.04% | Add +0.3% | 1,716 | $214K |
| Avestar Capital, LLC | 0.01% | No change | 1,773 | $213K |
| RS Crum Inc. | 0.04% | New | 1,770 | $213K |
| Tortuga Wealth Management, Inc | 0.22% | — | 1,768 | $213K |
| Apeiron RIA LLC | 0.04% | New | 1,655 | $212K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -38.4% | 1,758 | $211K |
| Wealth Management Associates, Inc. | 0.07% | Reduce -1.9% | 1,756 | $211K |
| Am Investment Strategies LLC | 0.04% | New | 1,755 | $211K |
| Leuthold Group, LLC | 0.02% | Reduce -1.7% | 1,754 | $211K |
| Legacy PCG, LLC | 0.13% | Reduce -0.5% | 1,748 | $210K |
| Hilltop Partners LLC | 0.05% | Reduce -1.4% | 1,741 | $209K |
| Stonebrook Private Inc. | 0.04% | Add +0.3% | 1,738 | $209K |
| Platform Technology Partners | 0.04% | Reduce -3.4% | 1,737 | $209K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 1,736 | $209K |
| Tme Financial, Inc. | 0.15% | Add +0.5% | 1,733 | $208K |
| Signature Equity Partners, LLC | 0.12% | — | 1,732 | $208K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -24.0% | 1,731 | $208K |
| Detalus Advisors, LLC | 0.05% | Add +0.2% | 1,729 | $208K |
| Net Worth Advisory Group | 0.04% | New | 1,728 | $208K |
| Altar Rock LLC | 0.25% | — | 1,728 | $208K |
| Shum Financial Group, Inc. | 0.15% | No change | 1,726 | $207K |
| Mission Creek Capital Partners, Inc. | 0.04% | Reduce -5.2% | 1,721 | $207K |
| Triton Wealth Management, PLLC | 0.08% | New | 1,624 | $207K |
| Selective Wealth Management, Inc. | 0.06% | New | 1,602 | $207K |
| Cheviot Value Management, LLC | 0.02% | No change | 1,626 | $207K |
| Integris Wealth Management, LLC | 0.05% | No change | 1,719 | $207K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 1,709 | $206K |
| 49 Wealth Management, LLC | 0.02% | New | 1,717 | $206K |
| OneAscent Family Office, LLC | 0.14% | Add +0.3% | 1,710 | $206K |
| McDonald Partners LLC | 0.06% | No change | 1,708 | $205K |
| Curran Financial Partners, LLC | 0.04% | Reduce -1.9% | 1,706 | $205K |
| Drucker Wealth 3.0, LLC | 0.04% | Reduce -0.8% | 1,705 | $205K |
| Strategent Financial, LLC | 0.13% | Reduce -2.4% | 1,702 | $205K |
| RAM Investment Partners, LLC | 0.04% | New | 1,702 | $205K |
| High Note Wealth, LLC | 0.04% | No change | 1,700 | $204K |
| Bridgewater Advisors Inc. | 0.01% | New | 1,565 | $204K |
| William Mack & Associates, Inc. | 0.10% | New | 1,690 | $203K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 1,689 | $203K |
| Avant Financial Advisors LLC | 0.15% | New | 1,688 | $203K |
| Foguth Wealth Management, LLC. | 0.03% | — | 1,671 | $203K |
| Opes Wealth Management LLC | 0.03% | New | 1,685 | $202K |
| Topsail Wealth Management, LLC | 0.03% | Add +0.1% | 1,677 | $202K |
| Gen-Wealth Partners Inc | 0.06% | Add +1.5% | 1,675 | $201K |
| Jacksonville Wealth Management, LLC | 0.14% | New | 1,674 | $201K |
| Independence Wealth Advisors, LLC | 0.11% | — | 1,672 | $201K |
| Waystone Advisors LLC | 0.17% | — | 1,671 | $201K |
| Saxony Capital Management, LLC | 0.12% | Reduce -31.1% | 1,669 | $201K |
| Performance Wealth Partners, LLC | 0.01% | New | 1,665 | $200K |
| Quent Capital, LLC | 0.01% | Add +16.3% | 1,645 | $198K |
| Vision Retirement, LLC | 0.05% | — | 1,617 | $194K |
| SJS Investment Consulting Inc. | 0.02% | Add +6.7% | 1,607 | $193K |
| DV Trading LLC | 0.02% | — | 1,600 | $192K |
| Fairman Group, LLC | 0.15% | Reduce -11.4% | 1,591 | $191K |
| Basepoint Wealth LLC | 0.12% | New | 1,585 | $191K |
| Align Financial, LLC | 0.11% | — | 187,962 | $188K |
| MGB Wealth Management, LLC | 0.05% | Reduce -5.5% | 1,541 | $185K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.1% | 1,542 | $185K |
| Red Tortoise LLC | 0.08% | Reduce -2.3% | 1,510 | $181K |
| Atwood & Palmer Inc. | 0.01% | Add +0.1% | 1,500 | $180K |
| Islay Capital Management, LLC | 0.11% | No change | 1,481 | $178K |
| Evensky & Katz LLC | 0.01% | Add +57.9% | 1,468 | $176K |
| Essential Partners LLC | 0.05% | No change | 1,416 | $170K |
| Legacy Wealth Managment, LLC | 0.08% | Add +2.4% | 1,384 | $166K |
| Cambient Family Office, LLC | 0.02% | — | 1,375 | $165K |
| Raffa Wealth Management, LLC | 0.03% | Add +41.2% | 1,360 | $163K |
| CGC Financial Services, LLC | 0.04% | No change | 1,348 | $162K |
| CFG Wealth Management Services, Inc. | 0.15% | — | 1,346 | $162K |
| Lavaca Capital LLC | 0.03% | No change | 1,319 | $159K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +14.8% | 1,318 | $158K |
| Walsh & Associates, LLC | 0.16% | — | 1,309 | $157K |
| Creative Capital Management Investments LLC | 0.05% | Add +1.4% | 1,293 | $155K |
| Caitlin John, LLC | 0.10% | Reduce -0.9% | 1,244 | $149K |
| Lodestone Wealth Management LLC | 0.06% | New | 1,231 | $148K |
| Gleason Group, Inc. | 0.01% | Add +4207.1% | 1,206 | $145K |
| Mill Capital Management, LLC | 0.01% | New | 1,200 | $144K |
| Reflection Asset Management | 0.10% | — | 1,104 | $136K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -1.3% | 1,125 | $135K |
| Tucker Asset Management LLC | 0.04% | No change | 1,122 | $135K |
| Garton & Associates Financial Advisors LLC | 0.08% | — | 1,099 | $132K |
| Register Financial Advisors LLC | 0.05% | Reduce -2.5% | 1,090 | $131K |
| Morling Financial Advisors, LLC | 0.04% | Reduce -0.9% | 1,088 | $131K |
| Red Reef Advisors LLC | 0.13% | — | 1,074 | $129K |
| Old Second National Bank of Aurora | 0.03% | Add +16.1% | 1,072 | $129K |
| Ballast Advisors LLC | 0.04% | Reduce -21.9% | 1,068 | $128K |
| Addison Advisors LLC | 0.03% | No change | 1,055 | $127K |
| Ceeto Capital Group, LLC | 0.04% | No change | 1,036 | $125K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,027 | $123K |
| Prestige Wealth Management Group LLC | 0.02% | New | 1,014 | $122K |
| Pin Oak Investment Advisors Inc. | 0.08% | No change | 912 | $120K |
| Wealth Preservation Advisors, LLC | 0.06% | Add +8.0% | 982 | $118K |
| Seneschal Advisors, LLC | 0.09% | No change | 975 | $117K |
| Stephens Consulting, LLC | 0.04% | Add +12.4% | 935 | $112K |
| Sankala Group LLC | 0.09% | — | 861 | $112K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.04% | No change | 900 | $108K |
| Manchester Capital Management LLC | 0.01% | Add +9.4% | 875 | $105K |
| Pacifica Partners Inc. | 0.05% | Reduce -0.5% | 861 | $105K |
| Barnes Dennig Private Wealth Management LLC | 0.10% | Add +25.9% | 851 | $102K |
| Bravera Wealth | 0.05% | — | 849 | $102K |
| Premier Financial Group | 0.03% | Reduce -3.9% | 840 | $101K |
| Reyes Financial Architecture, Inc. | 0.06% | No change | 824 | $99K |
| Stone House Investment Management, LLC | 0.01% | Reduce -3.4% | 793 | $95K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 780 | $94K |
| Gilpin Wealth Management, LLC | 0.07% | — | 757 | $91K |
| JDM Financial Group LLC | 0.04% | No change | 755 | $91K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 750 | $90K |
| Banque Cantonale Vaudoise | 0.00% | No change | 738 | $89K |
| Elevate Wealth Advisory, Inc. | 0.06% | No change | 715 | $86K |
| LRI Investments, LLC | 0.01% | No change | 712 | $86K |
| KERR FINANCIAL PLANNING Corp | 0.12% | Reduce -0.5% | 664 | $85K |
| North Ridge Wealth Advisors, Inc. | 0.05% | No change | 700 | $84K |
| GoalVest Advisory LLC | 0.02% | No change | 699 | $84K |
| Highline Wealth Partners LLC | 0.02% | Add +27.1% | 695 | $84K |
| Frankly Finances, LLC | 0.08% | — | 690 | $83K |
| Ransom Advisory, Ltd | 0.03% | New | 687 | $83K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.11% | Add +1135.8% | 655 | $79K |
| Morton Brown Family Wealth, LLC | 0.02% | Reduce -12.7% | 645 | $78K |
| Global Wealth Strategies & Associates | 0.02% | No change | 640 | $77K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 638 | $77K |
| MTM Investment Management, LLC | 0.02% | Reduce -4.4% | 636 | $76K |
| Flagship Wealth Advisors, LLC | 0.02% | No change | 635 | $76K |
| WealthCollab, LLC | 0.03% | Add +26.1% | 633 | $76K |
| Chapman Financial Group, LLC | 0.05% | No change | 628 | $75K |
| Tripletail Wealth Management, LLC | 0.09% | Reduce -0.5% | 593 | $71K |
| Measured Wealth Private Client Group, LLC | 0.02% | Reduce -33.1% | 593 | $71K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -39.7% | 581 | $70K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 533 | $69K |
| Park Square Financial Group, LLC | 0.40% | Add +52.2% | 583 | $67K |
| NFSG Corp | 0.01% | Add +3.8% | 549 | $66K |
| NorthAvenue LLC | 0.05% | — | 545 | $65K |
| FWL Investment Management, LLC | 0.02% | No change | 536 | $64K |
| Davis Capital Management | 0.04% | Reduce -16.2% | 518 | $62K |
| Rice Partnership, LLC | 0.01% | No change | 518 | $62K |
| Monetary Solutions, Ltd | 0.06% | — | 514 | $62K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Reduce -38.7% | 514 | $62K |
| Fairscale Capital, LLC | 0.04% | Add +2.8% | 509 | $61K |
| Quattro Advisors LLC | 0.05% | — | 503 | $61K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +0.4% | 501 | $60K |
| Lloyd Advisory Services, LLC. | 0.02% | New | 500 | $60K |
| Winch Advisory Services, LLC | 0.01% | No change | 496 | $60K |
| Capital Investment Counsel, Inc | 0.01% | New | 496 | $60K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +3.2% | 481 | $58K |
| Triumph Capital Management | 0.01% | New | 482 | $58K |
| Activest Wealth Management | 0.01% | Reduce -84.7% | 477 | $57K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 476 | $57K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 474 | $57K |
| Hamilton Point Investment Advisors, LLC | 0.01% | New | 467 | $56K |
| Acima Private Wealth, LLC | 0.02% | Reduce -51.2% | 465 | $56K |
| Holos Integrated Wealth LLC | 0.03% | Add +9.1% | 458 | $56K |
| Deutsche Bank AG | 0.00% | Reduce -91.7% | 461 | $55K |
| Quaker Wealth Management, LLC | 0.02% | Add +0.4% | 456 | $55K |
| Curio Wealth, LLC | 0.02% | No change | 441 | $54K |
| Evolution Advisers, Inc. | 0.02% | No change | 444 | $53K |
| Millstone Evans Group, LLC | 0.03% | Add +10.9% | 416 | $50K |
| Financial Network Wealth Advisors LLC | 0.05% | Reduce -1.9% | 410 | $49K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | New | 408 | $49K |
| Kingdom Financial Group LLC. | 0.01% | New | 393 | $47K |
| Key Capital Management, INC | 0.05% | — | 384 | $46K |
| Coston, McIsaac & Partners | 0.01% | No change | 385 | $46K |
| Country Trust Bank | 0.00% | Reduce -8.4% | 382 | $46K |
| West Branch Capital LLC | 0.01% | Reduce -30.6% | 375 | $45K |
| Navigoe, LLC | 0.03% | No change | 375 | $45K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | — | 372 | $45K |
| Perkins Coie Trust Co | 0.01% | No change | 372 | $45K |
| Wellington-Altus USA Inc. | 0.03% | — | 359 | $43K |
| Murphy & Mullick Capital Management Corp | 0.03% | Add +42.4% | 356 | $43K |
| Richardson Financial Services Inc. | 0.01% | New | 351 | $42K |
| Evolution Wealth Management Inc. | 0.03% | Add +546.3% | 349 | $42K |
| RMG Wealth Management LLC | 0.01% | Add +29.8% | 318 | $42K |
| DecisionPoint Financial, LLC | 0.01% | Add +61.7% | 346 | $42K |
| Chilton Capital Management LLC | 0.00% | Reduce -63.4% | 342 | $41K |
| Covestor Ltd | 0.02% | Add +11.3% | 336 | $40K |
| Networth Advisors, LLC | 0.03% | — | 331 | $40K |
| Pflug Koory, LLC | 0.02% | Add +0.3% | 318 | $38K |
| Armor Investment Advisors, LLC | 0.01% | Reduce -42.1% | 309 | $37K |
| New Millennium Group LLC | 0.02% | No change | 308 | $37K |
| Advantage Trust Co | 0.02% | No change | 307 | $37K |
| Sittner & Nelson, LLC | 0.01% | Reduce -4.8% | 278 | $37K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -94.6% | 301 | $36K |
| Riverview Trust Co | 0.04% | No change | 297 | $36K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 291 | $35K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 290 | $35K |
| Graney & King, LLC | 0.02% | Reduce -29.8% | 288 | $35K |
| Compass Financial Services Inc | 0.01% | Reduce -49.3% | 276 | $33K |
| Bulwark Capital Corp | 0.02% | No change | 272 | $33K |
| Arcadia Investment Management Corp. | 0.01% | Add +8.1% | 267 | $32K |
| Acadian Asset Management LLC | 0.00% | Reduce -97.4% | 273 | $32K |
| Tidemark, LLC | 0.01% | No change | 260 | $31K |
| Credit Industriel Et Commercial | 0.01% | Reduce -88.1% | 260 | $31K |
| Robinswood Financial LLC | 0.01% | Reduce -35.9% | 254 | $31K |
| Redwood Park Advisors LLC | 0.02% | Add +0.8% | 254 | $30K |
| Bank & Trust Co | 0.02% | New | 252 | $30K |
| Grand Wealth Management, LLC | 0.01% | No change | 252 | $30K |
| Peoples Financial Services Corp. | 0.01% | No change | 250 | $30K |
| Minot DeBlois Advisors LLC | 0.03% | No change | 242 | $29K |
| Founders Capital Management | 0.01% | Add +0.4% | 239 | $29K |
| Deane Retirement Strategies, Inc. | 0.01% | Reduce -100.0% | 1 | $29K |
| Hoey Investments, Inc. | 0.00% | No change | 233 | $28K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 228 | $27K |
| Your Advocates Ltd., LLP | 0.01% | Reduce -7.0% | 227 | $27K |
| CDKV Holdings LLC | 0.02% | — | 224 | $27K |
| Wealth Watch Advisors, INC | 0.01% | Add +9.4% | 222 | $27K |
| Essential Investment Partners LLC | 0.02% | — | 212 | $25K |
| Winnacle Wealth LLC | 0.02% | Reduce -67.4% | 210 | $25K |
| Cetera Trust Company, N.A | 0.01% | New | 209 | $25K |
| Heritage Wealth Advisors | 0.00% | Reduce -21.1% | 209 | $25K |
| N.E.W. Advisory Services LLC | 0.00% | Add +30.8% | 204 | $25K |
| Nvwm, LLC | 0.01% | New | 204 | $25K |
| Basso Capital Management, L.P. | 0.01% | New | 202 | $24K |
| Field & Main Bank | 0.01% | No change | 200 | $24K |
| Van Den Berg Management I, Inc. | 0.01% | New | 194 | $23K |
| Front Row Advisors LLC | 0.01% | No change | 192 | $23K |
| Entrust Financial LLC | 0.02% | — | 179 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 172 | $21K |
| Nova Wealth Management, Inc. | 0.01% | No change | 171 | $21K |
| Bellevue Asset Management, LLC | 0.01% | Reduce -59.5% | 163 | $20K |
| Morgan Dempsey Capital Management LLC | 0.01% | No change | 162 | $19K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.6% | 160 | $19K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -1.3% | 158 | $19K |
| Boreal Capital Management LLC | 0.02% | No change | 150 | $18K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -45.2% | 149 | $18K |
| Kopp Family Office, LLC | 0.01% | No change | 141 | $17K |
| Peterson Wealth Services | 0.00% | Reduce -97.5% | 140 | $17K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Add +0.7% | 137 | $16K |
| Breakwater Investment Management | 0.01% | No change | 136 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.8% | 127 | $15K |
| Motiv8 Investments LLC | 0.01% | New | 128 | $15K |
| Arbor Wealth Management LLC\AZ | 0.01% | — | 120 | $14K |
| Pioneer Family Office, LLC | 0.01% | — | 119 | $14K |
| Archer Investment Corp | 0.00% | Reduce -42.9% | 117 | $14K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 120 | $14K |
| PFS Partners, LLC | 0.01% | Add +6.5% | 115 | $14K |
| WPG Advisers, LLC | 0.01% | Reduce -73.3% | 115 | $14K |
| Financial Management Professionals, Inc. | 0.00% | New | 114 | $14K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 109 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 107 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -11.8% | 105 | $13K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 104 | $13K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 102 | $12K |
| SYM FINANCIAL Corp | 0.00% | Reduce -89.6% | 101 | $12K |
| Safe Harbor Fiduciary, LLC | 0.01% | — | 100 | $12K |
| First United Bank & Trust | 0.00% | No change | 95 | $11K |
| Clean Yield Group | 0.00% | No change | 87 | $10K |
| Resources Management Corp. /CT/ | 0.00% | Add +4.9% | 85 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +5.1% | 83 | $10K |
| Kings Path Partners LLC | 0.00% | No change | 82 | $10K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 80 | $10K |
| Affinity Wealth LLC | 0.01% | Add +41.1% | 79 | $9K |
| Clayton Financial Group LLC | 0.00% | New | 79 | $9K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 78 | $9K |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 75 | $9K |
| IMG Wealth Management, Inc. | 0.01% | New | 73 | $9K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 67 | $8K |
| Kozak & Associates, Inc. | 0.00% | Reduce -69.7% | 63 | $8K |
| BankChampaign, National Association | 0.01% | — | 252 | $8K |
| Avalon Trust Co | 0.00% | Reduce -94.1% | 65 | $8K |
| Gables Capital Management Inc. | 0.00% | No change | 60 | $7K |
| Bullseye Investment Management, LLC | 0.00% | New | 55 | $7K |
| Luminist Capital LLC | 0.01% | No change | 50 | $6K |
| Byrne Asset Management LLC | 0.00% | No change | 48 | $6K |
| London Co. of Virginia | 0.00% | Add +1075.0% | 47 | $6K |
| Parvin Asset Management, LLC | 0.00% | New | 45 | $5K |
| Atomic Invest LLC | 0.00% | — | 43 | $5K |
| Paladin Partners, LLC | 0.00% | — | 43 | $5K |
| Manning & Napier Advisors LLC | 0.00% | No change | 40 | $5K |
| Reicon Wealth Advisors, LLC | 0.00% | — | 36 | $4K |
| True Wealth Design, LLC | 0.00% | New | 34 | $4K |
| SWAN Capital LLC | 0.00% | Add +32.0% | 33 | $4K |
| Godsey & Gibb, Inc. | 0.00% | New | 31 | $4K |
| Strategic Advocates LLC | 0.00% | New | 29 | $4K |
| Kilter Group LLC | 0.00% | No change | 28 | $3K |
| Lummis Asset Management, LP | 0.00% | New | 27 | $3K |
| Hartford Financial Management Inc. | 0.00% | No change | 25 | $3K |
| First Community Trust NA | 0.00% | New | 24 | $3K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 24 | $3K |
| Pingora Partners LLC | 0.00% | No change | 23 | $3K |
| Greenline Wealth Management LLC | 0.00% | — | 20 | $2K |
| TOWER TRUST & INVESTMENT Co | 0.00% | Reduce -50.0% | 20 | $2K |
| Mendota Financial Group, LLC | 0.00% | No change | 18 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 18 | $2K |
| Horizon Bancorp Inc. | 0.00% | No change | 15 | $2K |
| LM Advisors LLC | 0.01% | Reduce -88.0% | 235 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 16 | $2K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 14 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 9 | $1K |
| Morse Asset Management, Inc | 0.00% | No change | 8 | $961 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -38.5% | 8 | $961 |
| Piedmont Capital Management, LLC | 0.00% | — | 4 | $481 |
| POM Investment Strategies, LLC | 0.00% | Reduce -99.2% | 4 | $481 |
| REAP Financial Group, LLC | 0.00% | Reduce -99.4% | 4 | $481 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 2 | $241 |
| Sunrise Financial Services, LLC | 0.00% | — | 2 | $240 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 2 | $191 |
| CKW Financial Group | 0.00% | No change | 1 | $0 |
"% 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.