iShares Core S&P Total U.S.ITOTETF
13F holders, Q1 2024 (March 31)1,226holders
5famous investors
$115.25avg. 13F price*
At the end of Q1 2024, 1,226 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings. The largest holders were Wells Fargo & Company ($5.6B), BlackRock Inc. ($5.0B) and Betterment LLC ($1.5B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Core S&P Total U.S.
- CUSIP
- 464287150
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $111.1M |
| Exits | 53 | $172.0M |
Ownership 1,226 holders
| Wells Fargo & Company | 1.48% | Reduce -1.0% | 48,581,071 | $5.6B |
| BlackRock Inc. | 0.12% | Add +3.9% | 43,464,431 | $5.0B |
| Betterment LLC | 3.93% | Reduce -3.6% | 12,693,409 | $1.5B |
| Morgan Stanley | 0.10% | Reduce -1.3% | 10,626,690 | $1.2B |
| Alliancebernstein L.P. | 0.36% | Add +4.2% | 8,911,306 | $1.0B |
| Charles Schwab Investment Management Inc. | 0.21% | Reduce -8.4% | 7,817,531 | $901.4M |
| Bank of America Corp. | 0.06% | Reduce -4.1% | 5,691,165 | $656.2M |
| Wealthfront Advisers LLC | 2.07% | Add +8.3% | 5,119,108 | $590.2M |
| LPL Financial LLC | 0.28% | Add +22.0% | 4,478,098 | $516.3M |
| SigFig Wealth Management, LLC | 15.32% | Reduce -0.1% | 3,621,782 | $417.6M |
| Blue Trust, Inc. | 5.77% | Reduce -1.3% | 3,553,272 | $409.7M |
| Ballentine Partners, LLC | 7.13% | Reduce -0.5% | 3,256,191 | $375.4M |
| Buckingham Strategic Wealth, LLC | 3.88% | Add +23.2% | 3,191,672 | $368.0M |
| Cisco Systems, Inc. | 79.34% | Reduce -11.8% | 3,112,500 | $358.9M |
| Parallel Advisors, LLC | 9.48% | Reduce -11.6% | 3,035,335 | $350.0M |
| Stifel Financial Corp. | 0.38% | Reduce -2.4% | 2,882,947 | $332.4M |
| Auto-Owners Insurance Co | 8.44% | No change | 2,767,880 | $319.1M |
| Focus Partners Advisor Solutions, LLC | 7.74% | Add +28.6% | 2,320,751 | $267.6M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -46.5% | 2,305,251 | $265.8M |
| AlTi Global, Inc. | 7.13% | Add +2.3% | 2,218,775 | $255.8M |
| Cerity Partners LLC | 0.67% | Reduce -2.3% | 2,204,720 | $254.2M |
| Creative Planning | 0.28% | Reduce -3.5% | 2,171,821 | $250.4M |
| Sentinel Trust Co. Lba | 28.52% | Reduce -0.8% | 1,914,459 | $220.7M |
| Ameriprise Financial Inc. | 0.06% | Add +3.5% | 1,846,761 | $213.1M |
| Provenance Wealth Advisors, LLC | 28.30% | Reduce -0.2% | 1,745,090 | $201.2M |
| Allworth Financial LP | 1.40% | Reduce -5.8% | 1,716,556 | $197.9M |
| Prime Capital Investment Advisors, LLC | 2.74% | Add +32.2% | 1,701,660 | $196.2M |
| Commonwealth Equity Services, LLC | 0.32% | Reduce -2.5% | 1,685,556 | $194.3M |
| Rock Creek Group LLC | 23.37% | Add +4.9% | 1,610,202 | $185.7M |
| TD Capital Management LLC | 19.43% | Reduce -5.4% | 1,580,235 | $182.2M |
| Osaic Holdings, Inc. | 0.40% | Reduce -3.1% | 1,571,315 | $181.2M |
| Royal Bank of Canada | 0.04% | Add +41.1% | 1,397,425 | $161.1M |
| UBS Group AG | 0.05% | Add +0.5% | 1,316,276 | $151.8M |
| Pegasus Partners Ltd. | 16.03% | Add +3.2% | 1,312,139 | $151.3M |
| Raymond James Financial Services Advisors, Inc. | 0.21% | Add +4.3% | 1,237,093 | $142.6M |
| Evensky & Katz LLC | 9.78% | Add +4.8% | 1,202,131 | $138.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.1% | 1,159,688 | $133.7M |
| Cobblestone Capital Advisors LLC | 8.11% | Add +3.7% | 1,116,937 | $128.8M |
| Mariner, LLC | 0.26% | Add +4.2% | 1,091,579 | $125.9M |
| Elm Partners Management LLC | 9.84% | Add +4.9% | 1,079,047 | $124.4M |
| HighTower Advisors, LLC | 0.20% | Reduce -6.5% | 1,067,985 | $123.1M |
| Disciplina Capital Management LLC | 19.58% | Reduce -0.8% | 1,006,897 | $116.1M |
| Mesirow Financial Investment Management, Inc. | 2.56% | Add +6.0% | 974,682 | $112.4M |
| Klaas Financial Asset Advisors, LLC | 22.03% | Reduce -1.2% | 957,947 | $110.5M |
| O'Brien Wealth Partners LLC | 25.14% | Reduce -3.1% | 942,915 | $108.7M |
| FMR LLC | 0.01% | Add +6.5% | 919,698 | $106.0M |
| Kingsview Wealth Management, LLC | 2.58% | Add +12.3% | 890,946 | $102.7M |
| True Link Financial Advisors, LLC | 9.41% | Add +1.2% | 850,891 | $98.1M |
| LJI Wealth Management, LLC | 25.22% | Add +2.0% | 845,510 | $97.5M |
| Goldstein Advisors, LLC | 16.36% | Add +1.3% | 830,443 | $95.8M |
| HB Wealth Management, LLC | 1.19% | Add +0.4% | 822,826 | $94.9M |
| Johnson Bixby & Associates, LLC | 16.39% | Add +0.8% | 818,011 | $94.3M |
| Duff & Phelps Investment Management Co. | 1.05% | No change | 757,615 | $87.4M |
| Claar Advisors LLC | 27.93% | Add +41.5% | 752,475 | $86.8M |
| Winthrop Advisory Group LLC | 11.94% | Add +5.0% | 715,729 | $82.5M |
| Reliant Wealth Planning | 38.59% | Add +1.8% | 699,710 | $80.7M |
| Zhang Financial LLC | 5.89% | Reduce -0.7% | 689,437 | $79.5M |
| Jaffetilchin Investment Partners, LLC | 7.00% | Add +6.0% | 677,416 | $78.1M |
| Ullmann Wealth Partners Group, LLC | 11.25% | Reduce -2.1% | 655,997 | $75.6M |
| Cetera Investment Advisers | 0.17% | Add +299.4% | 631,802 | $72.8M |
| Raymond James & Associates | 0.05% | Reduce -4.0% | 622,041 | $71.7M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +4.1% | 609,930 | $70.3M |
| Macquarie Group Ltd. | 0.08% | Reduce -5.8% | 591,879 | $68.2M |
| Ancora Advisors LLC | 1.54% | Add +5.2% | 583,339 | $67.3M |
| Executive Wealth Management, LLC | 5.85% | Add +9.4% | 580,715 | $66.8M |
| Simon Quick Advisors, LLC | 4.79% | Reduce -0.1% | 554,930 | $64.0M |
| Independent Order of Foresters | 39.27% | Reduce -8.3% | 535,655 | $61.8M |
| Heritage Wealth Advisors | 2.82% | Reduce -0.1% | 535,203 | $61.7M |
| MML Investors Services, LLC | 0.25% | Reduce -5.6% | 533,495 | $61.5M |
| Allen Investment Management, LLC | 0.77% | Add +7.2% | 531,212 | $61.2M |
| Facet Wealth, Inc. | 2.05% | Add +6.1% | 534,881 | $60.8M |
| Cresset Asset Management, LLC | 0.28% | Add +3.7% | 507,515 | $58.5M |
| Orion Porfolio Solutions, LLC | 0.61% | Add +46.9% | 493,866 | $56.9M |
| Orion Portfolio Solutions, LLC | 0.61% | Add +46.9% | 493,866 | $56.9M |
| Truist Financial Corp. | 0.08% | Add +2.4% | 482,115 | $55.6M |
| Spectrum Strategic Capital Management, LLC | 41.07% | Reduce -1.3% | 467,170 | $53.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +4.2% | 465,603 | $53.7M |
| Stratos Investment Management, LLC | 5.22% | Add +0.4% | 464,117 | $53.5M |
| SVB Wealth LLC | 1.19% | Add +20.5% | 463,463 | $53.4M |
| jvl associates llc | 21.65% | Reduce -0.4% | 455,670 | $52.5M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -2.0% | 446,363 | $51.5M |
| TRUE Private Wealth Advisors | 5.84% | Add +4.8% | 441,691 | $50.9M |
| Blair William & Co. | 0.15% | Add +9.0% | 422,368 | $48.7M |
| Vantage Financial Partners, LLC | 12.99% | Add +1.1% | 418,723 | $48.3M |
| Forvis Mazars Wealth Advisors, LLC | 1.21% | Reduce -29.0% | 413,404 | $47.7M |
| Mercer Global Advisors Inc. | 0.14% | Add +2.6% | 412,186 | $47.5M |
| Equitable Holdings, Inc. | 0.52% | Add +2.5% | 400,155 | $46.1M |
| Rehmann Capital Advisory Group | 3.38% | Add +0.8% | 393,404 | $45.4M |
| Mission Wealth Management, LP | 1.18% | Reduce -1.0% | 380,163 | $43.8M |
| Pure Financial Advisors, LLC | 1.33% | Reduce -5.9% | 367,717 | $42.4M |
| Capital Analysts, LLC | 1.94% | Add +17.6% | 360,844 | $41.6M |
| Kestra Advisory Services, LLC | 0.28% | Add +1.9% | 358,975 | $41.4M |
| Truepoint, Inc. | 1.17% | Add +1.6% | 358,090 | $41.3M |
| Geneos Wealth Management Inc. | 1.85% | Reduce -3.6% | 351,204 | $40.5M |
| Crestwood Advisors Group, LLC | 0.88% | Reduce -2.3% | 350,617 | $40.4M |
| Tolleson Wealth Management, Inc. | 7.83% | Add +8.7% | 347,217 | $40.0M |
| Strategic Point Investment Advisors, LLC | 7.26% | Add +11.2% | 347,044 | $40.0M |
| Smallwood Wealth Investment Management, LLC | 30.56% | Reduce -0.8% | 341,961 | $39.4M |
| Partners Capital Investment Group, LLP | 1.17% | Reduce -30.1% | 339,297 | $39.1M |
| Wooster Corthell Wealth Management, Inc. | 8.84% | Reduce -2.2% | 335,005 | $38.6M |
| Oikos Holdings LLC | 9.76% | Reduce -0.5% | 331,861 | $38.3M |
| BLB&B Advisors, LLC | 2.13% | Add +3.1% | 326,947 | $37.7M |
| Pathstone Holdings, LLC | 0.18% | Add +4.0% | 323,037 | $37.2M |
| Private Advisor Group, LLC | 0.27% | Reduce -1.1% | 322,885 | $37.2M |
| Cwm, LLC | 0.17% | Add +50.7% | 312,006 | $36.0M |
| Financial Designs Corp | 23.05% | Reduce -3.3% | 303,323 | $35.0M |
| Valmark Advisers, Inc. | 0.60% | Reduce -2.0% | 300,629 | $34.7M |
| US Bancorp \de | 0.05% | Reduce -8.3% | 297,960 | $34.4M |
| Ironsides Asset Advisors, LLC | 11.73% | Add +58.5% | 296,968 | $34.2M |
| Captrust Financial Advisors | 0.12% | Reduce -3.3% | 289,915 | $33.4M |
| Nicolet Advisory Services, LLC | 3.35% | Reduce -1.5% | 288,586 | $33.0M |
| Eldridge Investment Advisors, Inc. | 8.42% | Reduce -2.6% | 284,487 | $32.8M |
| Lido Advisors, LLC | 0.29% | Add +4.2% | 279,831 | $32.3M |
| Corient Private Wealth LP | 0.06% | Reduce -1.0% | 277,375 | $32.0M |
| Regatta Capital Group, LLC | 7.18% | Add +78.8% | 276,848 | $31.9M |
| Credential Qtrade Securities Inc. | 1.69% | Add +3.5% | 273,439 | $31.5M |
| Cigna Investments Inc. | 5.98% | Reduce -6.0% | 273,332 | $31.5M |
| Caprock Group, LLC | 1.80% | Reduce -0.4% | 272,503 | $31.4M |
| Advus Financial Partners, LLC | 9.11% | Add +2.4% | 255,517 | $29.5M |
| Thrivent Financial for Lutherans | 0.06% | Add +3.1% | 253,388 | $29.2M |
| KM Capital Management Ltd. | 15.97% | Add +39.0% | 249,863 | $28.8M |
| Allstate Corp. | 2.01% | Add +57.9% | 244,894 | $28.2M |
| Sendero Wealth Management, LLC | 4.68% | Add +0.5% | 235,979 | $27.2M |
| NorthCoast Asset Management LLC | 0.35% | Reduce -12.8% | 235,639 | $27.2M |
| BCGM Wealth Management, LLC | 9.75% | Reduce -15.7% | 235,519 | $27.2M |
| Beacon Pointe Advisors, LLC | 0.30% | Add +1.1% | 233,565 | $26.9M |
| Focus Partners Wealth | 0.22% | Add +2.2% | 232,864 | $26.8M |
| Patton Albertson Miller Group, LLC | 4.01% | Reduce -5.3% | 231,969 | $26.7M |
| Integrated Wealth Concepts LLC | 0.38% | Reduce -19.8% | 230,221 | $26.5M |
| Legacy Private Trust Co. | 1.90% | Reduce -3.1% | 225,582 | $26.0M |
| Alaska Permanent Capital Management, LLC | 2.01% | Add +6.2% | 224,206 | $25.9M |
| Legacy Financial Advisors, Inc. | 4.62% | Reduce -4.6% | 223,593 | $25.8M |
| Northeast Financial Consultants Inc | 1.24% | Add +55.8% | 219,157 | $25.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -64.1% | 218,880 | $25.2M |
| 1900 Wealth Management LLC | 2.30% | Reduce -0.1% | 218,878 | $25.2M |
| United Capital Financial Advisors, LLC | 0.21% | Reduce -8.8% | 218,710 | $25.2M |
| Monashee Investment Management LLC | 2.91% | Reduce -2.6% | 211,260 | $24.4M |
| Empower Advisory Group, LLC | 0.09% | Reduce -90.6% | 203,891 | $23.5M |
| Regal Investment Advisors LLC | 1.60% | Add +2.9% | 202,964 | $23.4M |
| W.G. Shaheen & Associates DBA Whitney & Co | 2.77% | Reduce -3.0% | 201,777 | $23.3M |
| Benchmark Financial Wealth Advisors, LLC | 8.73% | Add +0.7% | 198,234 | $22.9M |
| Monument Capital Management | 6.58% | Add +134.8% | 198,076 | $22.8M |
| Astoria Strategic Wealth, Inc. | 7.11% | Reduce -1.6% | 194,827 | $22.5M |
| Cynosure Group, LLC | 4.01% | Add +7.7% | 193,868 | $22.4M |
| Durante & Waters, LLC | 19.83% | Reduce -1.4% | 188,235 | $21.7M |
| Financial Partners Group, Inc | 3.42% | Add +3.0% | 185,982 | $21.4M |
| Family Wealth Partners, LLC | 12.07% | Add +58.8% | 184,674 | $21.3M |
| Dohj, LLC | 5.63% | Reduce -15.5% | 184,117 | $21.2M |
| JGP Wealth Management, LLC | 3.07% | Reduce -3.4% | 183,280 | $21.1M |
| Atria Wealth Solutions, Inc. | 0.24% | Add +1.2% | 181,575 | $20.9M |
| Cherrydale Wealth Management, LLC | 9.45% | Reduce -3.1% | 175,200 | $20.2M |
| Heritage Financial Services, LLC | 2.95% | Reduce -11.1% | 171,837 | $19.8M |
| Capstone Financial Advisors, Inc. | 1.32% | Reduce -1.5% | 170,636 | $19.7M |
| Sweeney & Michel, LLC | 8.65% | — | 169,774 | $19.5M |
| Aletheian Wealth Advisors LLC | 10.50% | Add +6.1% | 167,945 | $19.4M |
| Litman Gregory Wealth Management LLC | 1.75% | Add +1.8% | 167,809 | $19.3M |
| MontVue Capital Management, Inc. | 17.11% | Reduce -0.7% | 167,767 | $19.3M |
| Advisory Services Network, LLC | 0.43% | Add +6.4% | 167,285 | $19.3M |
| IFP Advisors, Inc | 0.84% | Reduce -6.9% | 166,754 | $19.2M |
| Stokes Family Office, LLC | 2.39% | Reduce -4.4% | 166,052 | $19.1M |
| Physician Wealth Advisors, Inc. | 3.95% | Reduce -6.9% | 170,127 | $18.8M |
| Northwest Wealth Management, LLC | 5.13% | Add +6.0% | 162,300 | $18.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.0% | 156,798 | $18.1M |
| Brookstone Capital Management | 0.32% | Reduce -44.5% | 156,321 | $18.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.41% | Add +0.7% | 154,726 | $17.8M |
| Aerodigm Wealth, LLC | 7.12% | Reduce -35.7% | 152,732 | $17.6M |
| Brighton Jones LLC | 0.63% | Reduce -0.2% | 152,268 | $17.6M |
| Avantax Advisory Services, Inc. | 0.15% | Reduce -1.5% | 151,362 | $17.5M |
| Tortoise Investment Management, LLC | 2.12% | Reduce -1.7% | 151,126 | $17.4M |
| Weatherly Asset Management L. P. | 1.68% | Add +0.3% | 150,654 | $17.4M |
| Cosner Financial Group, LLC | 12.39% | Add +1.4% | 149,994 | $17.3M |
| Gleason Group, Inc. | 3.57% | Reduce -0.4% | 148,033 | $17.1M |
| Rain Capital Management, LLC | 11.33% | Reduce -2.2% | 146,621 | $16.9M |
| Planned Solutions, Inc. | 8.26% | Reduce -1.3% | 145,968 | $16.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.9% | 143,398 | $16.5M |
| Friedenthal Financial | 10.07% | Add +1.6% | 141,934 | $16.4M |
| Nwam LLC | 1.32% | Add +2.3% | 143,131 | $16.3M |
| Vident Advisory, LLC | 0.33% | Add +7.0% | 139,367 | $16.1M |
| Life Planning Partners, Inc | 16.00% | Reduce -0.0% | 139,336 | $16.1M |
| Crescent Grove Advisors, LLC | 1.66% | Add +0.7% | 138,252 | $15.9M |
| KFA Private Wealth Group, LLC | 4.90% | Add +4.8% | 137,040 | $15.8M |
| Vantage Financial Partners Ltd., Inc. | 4.10% | Add +16.8% | 136,528 | $15.7M |
| TruNorth Capital Management, LLC | 5.42% | — | 136,506 | $15.7M |
| Plancorp, LLC | 0.68% | Reduce -3.0% | 135,110 | $15.6M |
| Sax Wealth Advisors, LLC | 1.82% | Add +5.4% | 134,857 | $15.5M |
| Baird Financial Group, Inc. | 0.03% | Add +2.6% | 133,960 | $15.4M |
| Oakwell Private Wealth Management, LLC | 4.67% | Reduce -2.6% | 133,275 | $15.4M |
| PrairieView Partners, LLC | 1.76% | Add +4.7% | 133,219 | $15.4M |
| Koshinski Asset Management, Inc. | 1.56% | Add +2824.6% | 132,427 | $15.3M |
| Sowell Financial Services LLC | 0.72% | Add +1122.5% | 132,421 | $15.3M |
| Asset Dedication, LLC | 1.13% | Reduce -10.6% | 130,921 | $15.1M |
| Peirce Capital Management, LLC | 8.10% | Reduce -2.8% | 127,968 | $14.8M |
| Romano Brothers and Company | 2.01% | Add +1.1% | 127,502 | $14.7M |
| Comerica Bank | 0.06% | Reduce -1.8% | 126,499 | $14.6M |
| Stevens Capital Partners | 8.65% | Add +3.9% | 125,920 | $14.5M |
| Thoroughbred Financial Services, LLC | 1.39% | Reduce -23.8% | 125,179 | $14.4M |
| Solano Wealth Management, Inc. | 8.04% | Reduce -7.7% | 124,396 | $14.3M |
| Wealthspire Retirement, LLC | 1.24% | New | 124,397 | $14.3M |
| Divergent Wealth Advisors | 2.87% | Reduce -0.4% | 124,347 | $14.3M |
| Canvas Wealth Advisors, LLC | 4.78% | Add +29.6% | 129,392 | $14.2M |
| First Foundation Advisors | 0.56% | Reduce -7.0% | 121,656 | $14.0M |
| Catalyst Private Wealth, LLC | 7.31% | Add +16.5% | 121,099 | $14.0M |
| Regent Peak Wealth Advisors LLC | 3.55% | Reduce -29.9% | 121,080 | $14.0M |
| Heck Capital Advisors, LLC | 2.11% | Reduce -1.0% | 119,707 | $13.8M |
| Greenleaf Trust | 0.13% | Add +0.1% | 118,308 | $13.6M |
| DDFG, Inc | 4.29% | Add +0.1% | 117,063 | $13.5M |
| Boston Mountain Money Management Inc. | 9.24% | — | 116,986 | $13.5M |
| Susquehanna International Group, LLP | 0.02% | Reduce -10.0% | 115,655 | $13.3M |
| ETF Portfolio Partners, Inc. | 4.17% | Reduce -4.0% | 114,222 | $13.2M |
| Quadrature Capital Ltd | 0.22% | New | 113,598 | $13.1M |
| Squire Investment Management Company, LLC | 8.16% | Add +43.8% | 112,294 | $12.9M |
| Pinnacle Financial Partners Inc | 0.28% | Reduce -0.6% | 111,343 | $12.8M |
| Freestone Capital Holdings, LLC | 0.47% | Add +22.4% | 108,146 | $12.5M |
| Beacon Financial Group | 1.43% | Add +6.3% | 108,073 | $12.5M |
| Smith Shellnut Wilson LLC | 6.52% | Reduce -0.1% | 106,609 | $12.3M |
| WBH Advisory Inc. | 1.26% | Add +1.2% | 106,272 | $12.3M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -2.4% | 106,091 | $12.2M |
| First Hawaiian Bank | 0.38% | Reduce -6.0% | 104,394 | $12.0M |
| Wealthspire Advisors, LLC | 0.16% | Reduce -1.0% | 103,976 | $12.0M |
| King Wealth Management Group | 2.07% | Reduce -0.9% | 102,315 | $11.8M |
| Elevate Wealth Advisory, Inc. | 10.12% | Add +18.3% | 100,817 | $11.6M |
| McElhenny Sheffield Capital Management, LLC | 4.11% | Reduce -7.7% | 100,034 | $11.5M |
| Glenview Trust Co | 0.25% | Add +4.0% | 99,675 | $11.5M |
| Farrow Financial, Inc. | 7.98% | Reduce -1.3% | 98,738 | $11.4M |
| Sequoia Financial Advisors, LLC | 0.14% | Reduce -6.3% | 98,368 | $11.3M |
| NewEdge Advisors, LLC | 0.10% | Reduce -7.4% | 96,626 | $11.1M |
| Relative Value Partners Group, LLC | 0.70% | No change | 104,382 | $11.1M |
| GM Advisory Group, LLC | 0.78% | Add +0.6% | 96,252 | $11.1M |
| NWF Advisory Services Inc. | 1.81% | Add +8.0% | 93,957 | $10.8M |
| Rollins Financial Advisors, LLC | 2.03% | Reduce -4.7% | 93,558 | $10.8M |
| Stratos Wealth Partners, LTD. | 0.18% | Reduce -24.8% | 93,408 | $10.8M |
| Towercrest Capital Management | 1.81% | Reduce -0.3% | 92,941 | $10.7M |
| Waverly Advisors, LLC | 0.25% | Add +34.9% | 92,650 | $10.7M |
| Certus Wealth Management, LLC | 8.48% | Reduce -0.2% | 94,703 | $10.7M |
| Wealthcare Capital Management LLC | 1.17% | Reduce -5.4% | 91,699 | $10.6M |
| Aft, Forsyth & Sober, LLC | 3.72% | Reduce -33.0% | 91,155 | $10.5M |
| Moneywise, Inc. | 5.64% | New | 90,071 | $10.4M |
| Single Point Partners, LLC | 2.39% | Reduce -1.8% | 89,299 | $10.3M |
| Satovsky Asset Management LLC | 2.97% | Reduce -1.0% | 88,004 | $10.1M |
| Cibc World Market Inc. | 0.03% | Add +3.0% | 87,516 | $10.1M |
| Wade Financial Advisory, Inc | 3.67% | Reduce -0.3% | 87,271 | $10.1M |
| MAI Capital Management | 0.10% | Add +3.0% | 86,266 | $9.9M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +0.7% | 84,688 | $9.8M |
| Jones Financial Companies LLLP | 0.01% | Add +15.9% | 84,606 | $9.8M |
| Roger Wittlin Investment Advisory, LLC | 6.82% | Add +16.7% | 84,345 | $9.7M |
| Baron Silver Stevens Financial Advisors, LLC | 1.86% | Reduce -1.2% | 82,709 | $9.5M |
| Argent Trust Co | 0.42% | Reduce -3.0% | 81,324 | $9.4M |
| Citadel Advisors | 0.01% | Add +131.9% | 79,535 | $9.2M |
| Independent Solutions Wealth Management, LLC | 2.16% | Reduce -3.4% | 78,800 | $9.1M |
| OMNI 360 Wealth, Inc. | 7.25% | Add +9.4% | 76,045 | $8.8M |
| MBA Advisors LLC | 4.51% | Reduce -4.0% | 75,631 | $8.7M |
| Essex Financial Services, Inc. | 0.80% | Add +49.5% | 75,498 | $8.7M |
| Investors Research Corp | 2.03% | Reduce -3.6% | 75,317 | $8.7M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +15.3% | 73,803 | $8.5M |
| Cutler Group LLC / CA | 4.29% | Add +39.4% | 73,794 | $8.5M |
| Cedar Brook Financial Partners, LLC | 1.67% | Add +0.5% | 73,419 | $8.5M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +10.7% | 73,103 | $8.4M |
| Fifth Third Securities, Inc. | 0.81% | Reduce -2.4% | 72,667 | $8.4M |
| Cornell Pochily Investment Advisors, Inc. | 3.30% | Add +7.6% | 72,040 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +1.6% | 71,987 | $8.3M |
| Sigma Planning Corp | 0.26% | Add +52.9% | 71,755 | $8.3M |
| AQR Capital Management | 0.01% | Add +9.2% | 71,002 | $8.2M |
| StoneX Group Inc. | 0.72% | Add +15.1% | 69,678 | $8.0M |
| Rede Wealth, LLC | 3.36% | Add +25.0% | 69,513 | $8.0M |
| Sard Wealth Management Group, LLC | 7.24% | Reduce -0.2% | 69,458 | $8.0M |
| Jmac Enterprises LLC | 1.49% | Add +14.1% | 69,390 | $8.0M |
| Foundations Investment Advisors, LLC | 0.20% | Reduce -14.6% | 67,497 | $7.8M |
| Source Financial Advisors LLC | 2.36% | Add +3.3% | 67,316 | $7.8M |
| Turtle Creek Wealth Advisors, LLC | 1.87% | Reduce -1.7% | 66,101 | $7.6M |
| CENTRAL TRUST Co | 0.19% | Add +0.6% | 65,867 | $7.6M |
| Hollencrest Capital Management | 0.34% | Reduce -3.0% | 65,266 | $7.5M |
| National Philanthropic Trust | 0.16% | Reduce -3.0% | 65,266 | $7.5M |
| Jane Street Group, LLC | 0.01% | New | 65,215 | $7.5M |
| Independent Financial Group, LLC | 0.34% | Add +12.1% | 64,715 | $7.5M |
| Family Manage LLC | 1.38% | Add +4.1% | 64,665 | $7.5M |
| CreativeOne Wealth, LLC | 0.30% | Add +31.2% | 64,639 | $7.5M |
| Concourse Financial Group Securities, Inc. | 0.48% | Reduce -37.1% | 64,024 | $7.4M |
| Patriot Investment Management Group, Inc. | 0.58% | Add +1.3% | 63,967 | $7.4M |
| Simplex Trading, LLC | 0.21% | Add +120.6% | 63,940 | $7.4M |
| Doliver Advisors, LP | 2.04% | Add +16.6% | 62,845 | $7.2M |
| Naples Global Advisors, LLC | 0.74% | Reduce -0.9% | 62,808 | $7.2M |
| Roble, Belko & Company, Inc | 1.23% | Add +0.5% | 62,104 | $7.2M |
| Retirement Planning Group, LLC | 0.54% | Add +10.4% | 61,400 | $7.1M |
| Global Retirement Partners, LLC | 0.26% | Reduce -1.9% | 60,636 | $7.0M |
| Summit Financial, LLC | 0.41% | Add +0.2% | 60,596 | $7.0M |
| MorganRosel Wealth Management, LLC | 2.49% | Reduce -4.6% | 60,530 | $7.0M |
| Great Valley Advisor Group, Inc. | 0.21% | Add +5.4% | 60,391 | $7.0M |
| Pineridge Advisors LLC | 2.42% | Reduce -2.3% | 59,590 | $6.9M |
| Grove Bank & Trust | 1.15% | No change | 59,310 | $6.8M |
| Financial Management Professionals, Inc. | 1.00% | Reduce -10.5% | 59,139 | $6.8M |
| First Financial Bank - Trust Division | 0.65% | Reduce -0.8% | 58,476 | $6.7M |
| Donor Advised Charitable Giving, Inc. | 0.21% | Add +0.3% | 58,327 | $6.7M |
| Forbes J M & Co. LLP | 0.73% | Add +0.6% | 58,176 | $6.7M |
| Lynch & Associates | 1.53% | Add +1.1% | 57,305 | $6.6M |
| Moneco Advisors, LLC | 1.04% | Reduce -1.1% | 56,972 | $6.6M |
| Modera Wealth Management, LLC | 0.10% | Reduce -3.1% | 56,854 | $6.6M |
| Grand Wealth Management, LLC | 3.11% | No change | 56,615 | $6.5M |
| Hardy Reed LLC | 0.80% | Reduce -0.4% | 56,064 | $6.5M |
| Portfolio Strategies, Inc. | 0.44% | New | 56,064 | $6.5M |
| HBK Sorce Advisory LLC | 0.23% | Reduce -1.0% | 55,669 | $6.4M |
| Amplius Wealth Advisors, LLC | 0.72% | Reduce -8.4% | 55,611 | $6.4M |
| Ridgecrest Wealth Partners, LLC | 3.79% | Reduce -3.4% | 55,267 | $6.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.0% | 55,120 | $6.4M |
| SCS Capital Management LLC | 0.13% | Reduce -38.9% | 54,683 | $6.3M |
| Avalon Advisory Group | 3.03% | Reduce -0.8% | 54,244 | $6.3M |
| Well Done, LLC | 1.23% | Add +14.1% | 54,162 | $6.2M |
| Bar Harbor Wealth Management | 0.42% | Reduce -0.1% | 54,111 | $6.2M |
| GeoWealth Management, LLC | 0.24% | New | 53,459 | $6.2M |
| Summit Wealth Partners, LLC | 1.31% | Reduce -0.5% | 53,286 | $6.1M |
| First Heartland Consultants, Inc. | 0.63% | Reduce -4.0% | 52,537 | $6.1M |
| Chicago Partners Investment Group LLC | 0.26% | Reduce -0.4% | 54,440 | $6.0M |
| JSF Financial, LLC | 1.85% | Reduce -8.0% | 51,305 | $5.9M |
| Fairview Capital Investment Management, LLC | 0.33% | Reduce -15.5% | 51,240 | $5.9M |
| Pettinga Financial Advisors LLC | 1.51% | Reduce -0.1% | 51,236 | $5.9M |
| Morling Financial Advisors, LLC | 3.38% | Add +3.4% | 51,221 | $5.9M |
| Choreo, LLC | 0.15% | Reduce -45.4% | 51,112 | $5.9M |
| Westwood Holdings Group Inc. | 0.05% | No change | 50,976 | $5.9M |
| Debussy Capital Management LP | 1.65% | Reduce -1.9% | 49,492 | $5.7M |
| Endowment Wealth Management, Inc. | 4.21% | Add +49.9% | 48,758 | $5.6M |
| Hassell Wealth Management, LLC | 3.56% | Add +0.5% | 50,563 | $5.6M |
| Matthew Goff Investment Advisor, LLC | 1.14% | Reduce -10.7% | 48,677 | $5.6M |
| Ironwood Financial, llc | 1.28% | Reduce -0.3% | 48,283 | $5.6M |
| Capital Planning LLC | 1.79% | Add +10.2% | 47,725 | $5.5M |
| Bank of Hawaii | 0.27% | Reduce -1.1% | 47,711 | $5.5M |
| Nations Financial Group Inc, /Ia/ | 0.45% | Add +4.6% | 46,521 | $5.4M |
| Tsfg, LLC | 1.33% | Reduce -20.9% | 45,814 | $5.3M |
| Hudock, Inc. | 1.15% | Add +6.1% | 45,145 | $5.2M |
| Gateway Advisory, LLC | 0.91% | New | 45,071 | $5.2M |
| Principal Securities, Inc. | 0.16% | Reduce -9.8% | 44,278 | $5.1M |
| Ferguson Wellman Capital Management, Inc. | 0.10% | Add +0.6% | 44,276 | $5.1M |
| Sheets Smith Wealth Management | 0.57% | Add +0.0% | 43,785 | $5.0M |
| FAS Wealth Partners, Inc. | 0.44% | Reduce -2.9% | 42,844 | $4.9M |
| Merit Financial Group, LLC | 0.12% | Reduce -0.9% | 43,621 | $4.9M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +3.7% | 41,666 | $4.8M |
| SageView Advisory Group, LLC | 0.24% | Add +427.8% | 70,384 | $4.8M |
| FinTrust Capital Advisors, LLC | 0.91% | Reduce -8.8% | 40,915 | $4.7M |
| Franklin Resources Inc. | 0.00% | Add +4.3% | 40,632 | $4.7M |
| Sutton Place Investors LLC | 2.30% | Reduce -3.0% | 40,378 | $4.7M |
| Dakota Wealth Management | 0.12% | Add +75.9% | 40,072 | $4.6M |
| Retirement Capital Strategies | 1.87% | Add +1244.5% | 39,715 | $4.6M |
| Claris Advisors, LLC / Mo / | 2.28% | Add +27.8% | 39,281 | $4.5M |
| Investment Advisory Group, LLC | 1.86% | Add +1.0% | 38,955 | $4.5M |
| Bradley & Co. Private Wealth Management, LLC | 3.62% | Add +7.5% | 38,772 | $4.5M |
| Vontobel Holding Ltd. | 0.04% | Reduce -8.4% | 38,289 | $4.4M |
| Fonville Wealth Management LLC | 1.95% | Reduce -0.7% | 38,250 | $4.4M |
| MA Private Wealth | 0.89% | Reduce -6.9% | 38,068 | $4.4M |
| Snowden Capital Advisors LLC | 0.14% | Add +13.8% | 37,627 | $4.3M |
| Keystone Financial Group | 0.63% | Add +0.9% | 37,504 | $4.3M |
| BlackDiamond Wealth Management, LLC | 3.08% | Reduce -19.7% | 37,502 | $4.3M |
| Opus Investment Management Inc. | 2.80% | Reduce -40.1% | 37,139 | $4.3M |
| Capital Advisors, Ltd. LLC | 0.56% | Add +0.1% | 37,124 | $4.3M |
| Flagship Private Wealth, LLC | 2.74% | Add +4.0% | 36,782 | $4.2M |
| CoreCap Advisors, LLC | 0.22% | Add +66.7% | 36,342 | $4.2M |
| Strategic Equity Management | 3.50% | Add +8.9% | 36,310 | $4.2M |
| Quadrant Private Wealth Management, LLC | 1.05% | Reduce -49.6% | 35,935 | $4.1M |
| Libra Wealth LLC | 1.82% | Reduce -7.2% | 35,931 | $4.1M |
| Wealth Management Associates, Inc. | 1.92% | Reduce -4.1% | 34,445 | $4.1M |
| New Capital Management LP | 1.21% | No change | 35,168 | $4.1M |
| Farther Finance Advisors, LLC | 0.24% | Add +3.0% | 34,888 | $4.0M |
| Allie Family Office LLC | 2.36% | Add +11.2% | 34,686 | $4.0M |
| Kraft Asset Management, LLC | 3.19% | Add +0.0% | 34,314 | $4.0M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -1.7% | 34,280 | $4.0M |
| Private Capital Management LLC | 0.87% | Add +0.8% | 34,153 | $3.9M |
| NYL Investors LLC | 0.14% | Reduce -8.1% | 33,994 | $3.9M |
| Sentinel Pension Advisors, LLC | 0.84% | Reduce -8.7% | 33,992 | $3.9M |
| Rather & Kittrell, Inc. | 1.17% | Reduce -10.1% | 33,990 | $3.9M |
| Apella Capital, LLC | 0.20% | Reduce -0.3% | 34,058 | $3.9M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +56155.0% | 33,753 | $3.9M |
| Soltis Investment Advisors LLC | 0.43% | Reduce -13.7% | 33,553 | $3.9M |
| Keating Wealth Management LLC | 2.32% | Add +0.3% | 33,547 | $3.9M |
| LCNB Corp. | 1.40% | Reduce -4.0% | 33,500 | $3.9M |
| Arax Advisory Partners | 0.40% | Reduce -1.1% | 33,233 | $3.8M |
| Up Strategic Wealth Investment Advisors LLC | 6.26% | Reduce -2.1% | 33,172 | $3.8M |
| Lazard Asset Management LLC | 0.01% | No change | 32,865 | $3.8M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Add +2.0% | 32,541 | $3.8M |
| Western Wealth Management, LLC | 0.29% | Add +0.7% | 32,461 | $3.7M |
| Composition Wealth, LLC | 0.09% | Add +0.2% | 31,697 | $3.7M |
| Bordeaux Wealth Advisors LLC | 1.22% | No change | 31,674 | $3.7M |
| Empowered Funds, LLC | 0.07% | New | 31,670 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.9% | 31,609 | $3.6M |
| Gladstone Institutional Advisory LLC | 0.20% | Reduce -9.1% | 31,601 | $3.6M |
| Sunbelt Securities, Inc. | 0.40% | Reduce -6.5% | 31,271 | $3.6M |
| TFO Wealth Partners, LLC | 0.70% | Reduce -0.4% | 31,138 | $3.6M |
| Montecito Bank & Trust | 0.71% | Add +4.9% | 30,839 | $3.6M |
| Glen Eagle Advisors, LLC | 0.67% | Add +1.2% | 30,761 | $3.5M |
| Private Trust Co. NA | 0.38% | Add +0.5% | 30,319 | $3.5M |
| VestGen Investment Management | 1.03% | No change | 29,515 | $3.4M |
| Element Wealth, LLC | 1.98% | Reduce -1.7% | 29,360 | $3.4M |
| Wedmont Private Capital | 0.25% | Add +2.9% | 29,582 | $3.4M |
| Prospera Financial Services Inc | 0.10% | Add +24.7% | 29,300 | $3.4M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -2.0% | 28,971 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.25% | Reduce -5.1% | 28,772 | $3.3M |
| Bank of Montreal | 0.00% | Reduce -72.9% | 28,565 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.16% | Add +9.9% | 28,237 | $3.3M |
| CPC Advisors, LLC | 0.56% | Reduce -5.5% | 28,178 | $3.2M |
| Bessemer Group Inc. | 0.01% | Reduce -3.2% | 28,149 | $3.2M |
| Legacy Financial Group LLC | 0.66% | New | 28,085 | $3.2M |
| Summit Investment Advisory Services, LLC | 1.91% | Add +0.1% | 27,963 | $3.2M |
| TFC Financial Management, Inc. | 0.57% | Reduce -0.5% | 27,651 | $3.2M |
| Summit Trail Advisors, LLC | 0.08% | No change | 27,595 | $3.2M |
| Certuity, LLC | 0.28% | Add +0.4% | 27,527 | $3.2M |
| Forte Asset Management LLC | 1.91% | Reduce -0.2% | 27,264 | $3.1M |
| Avior Wealth Management, LLC | 0.15% | Add +317.1% | 27,179 | $3.1M |
| PFG Advisors | 0.22% | Reduce -1.2% | 26,445 | $3.0M |
| Capital Market Strategies LLC | 2.33% | Reduce -0.8% | 26,348 | $3.0M |
| RFG Advisory, LLC | 0.10% | Reduce -2.3% | 26,297 | $3.0M |
| Citigroup Inc. | 0.00% | Add +46.2% | 26,008 | $3.0M |
| Joel Isaacson & Co., LLC | 0.16% | Add +1.1% | 25,954 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +0.2% | 25,735 | $3.0M |
| Sigma Investment Counselors Inc. | 0.19% | Add +6.7% | 25,716 | $3.0M |
| Tyler-Stone Wealth Management | 1.30% | Add +1.8% | 25,413 | $2.9M |
| Sage Mountain Advisors LLC | 0.30% | Add +0.0% | 25,360 | $2.9M |
| Choate Investment Advisors | 0.08% | New | 25,243 | $2.9M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -53.7% | 25,078 | $2.9M |
| Elevation Point Wealth Partners, LLC | 0.22% | Add +0.0% | 25,006 | $2.9M |
| Able Wealth Management LLC | 2.50% | Add +13.5% | 24,811 | $2.9M |
| Jefferies Financial Group Inc. | 0.06% | Add +0.0% | 24,617 | $2.8M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Reduce -0.6% | 24,521 | $2.8M |
| Silvia McColl Wealth Management, LLC | 2.41% | No change | 24,800 | $2.8M |
| Diversified Portfolios, Inc. | 0.39% | Add +4.2% | 24,234 | $2.8M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +16.6% | 23,911 | $2.8M |
| Compound Planning, Inc. | 0.25% | Add +494.9% | 23,797 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Reduce -30.5% | 23,721 | $2.7M |
| Carr Financial Group Corp | 0.91% | Reduce -7.6% | 23,612 | $2.7M |
| Callan Family Office, LLC | 0.64% | Add +19.7% | 23,550 | $2.7M |
| Park Avenue Securities LLC | 0.03% | Add +133.2% | 23,402 | $2.7M |
| Stephens Inc. | 0.04% | No change | 23,318 | $2.7M |
| Bleakley Financial Group, LLC | 0.08% | Add +0.4% | 23,213 | $2.7M |
| Simplicity Wealth,LLC | 0.06% | New | 23,213 | $2.7M |
| LVZ, Inc. | 0.36% | Reduce -8.6% | 23,105 | $2.7M |
| Aspiriant, LLC | 0.11% | No change | 23,083 | $2.7M |
| Buttonwood Financial Advisors Inc. | 1.24% | Reduce -1.3% | 22,951 | $2.6M |
| GTS Securities LLC | 0.07% | New | 22,875 | $2.6M |
| Phillips Financial Management, LLC | 0.21% | Reduce -3.4% | 22,635 | $2.6M |
| SC&H Financial Advisors, Inc. | 0.68% | Reduce -3.9% | 22,604 | $2.6M |
| Savant Capital, LLC | 0.03% | Reduce -0.3% | 22,551 | $2.6M |
| N.E.W. Advisory Services LLC | 0.29% | Add +9.6% | 22,428 | $2.6M |
| Brown Advisory Inc. | 0.00% | No change | 22,259 | $2.6M |
| Samalin Investment Counsel, LLC | 1.22% | Reduce -7.8% | 22,210 | $2.6M |
| Tenon Financial LLC | 2.15% | — | 22,119 | $2.6M |
| RFP Financial Group LLC | 0.99% | Add +6.1% | 21,971 | $2.5M |
| Agf Management Ltd. | 0.01% | Reduce -0.2% | 21,935 | $2.5M |
| Kelly Financial Services LLC | 0.97% | Reduce -0.9% | 21,879 | $2.5M |
| Snider Financial Group | 1.05% | Add +0.9% | 21,765 | $2.5M |
| Virtue Capital Management, LLC | 0.45% | Add +140.8% | 22,188 | $2.5M |
| Tiaa Trust, National Association | 0.01% | Add +1.2% | 21,608 | $2.5M |
| Realta Investment Advisors | 0.51% | Reduce -1.8% | 21,585 | $2.5M |
| IHT Wealth Management, LLC | 0.10% | Reduce -10.2% | 21,475 | $2.5M |
| Gries Financial LLC | 0.41% | Reduce -42.8% | 21,395 | $2.5M |
| Northwest Capital Management Inc | 0.79% | Add +0.1% | 21,355 | $2.5M |
| Sowa Financial Group, Inc. | 2.01% | No change | 23,380 | $2.5M |
| Great Point Wealth Advisors, LLC | 0.57% | Reduce -68.4% | 21,282 | $2.5M |
| AdvisorNet Financial, Inc | 0.23% | Reduce -59.5% | 21,170 | $2.4M |
| Northwest Bancshares, Inc. | 0.38% | Reduce -0.4% | 21,156 | $2.4M |
| Talisman Wealth Advisors LLC | 3.01% | Reduce -4.6% | 20,767 | $2.4M |
| First National Bank & Trust Co. of Newtown | 0.49% | Add +0.9% | 20,745 | $2.4M |
| Ritholtz Wealth Management | 0.08% | Add +2.9% | 20,614 | $2.4M |
| TKG Advisors, LLC | 1.32% | Add +0.0% | 20,483 | $2.4M |
| Associated Banc-Corp | 0.07% | Reduce -2.1% | 20,111 | $2.3M |
| Rf&l Wealth Management, LLC | 1.78% | Add +8.1% | 20,061 | $2.3M |
| Sinecera Capital, LLC | 3.20% | No change | 20,031 | $2.3M |
| Maltin Wealth Management, Inc. | 1.30% | Add +1.7% | 19,976 | $2.3M |
| TBH Global Asset Management, LLC | 0.45% | Reduce -28.8% | 19,746 | $2.3M |
| Fiduciary Alliance LLC | 0.40% | Add +1.3% | 19,778 | $2.3M |
| Quad-Cities Investment Group, LLC | 1.32% | Reduce -2.8% | 19,601 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -0.6% | 23,787 | $2.3M |
| Prosperity Planning, Inc. | 1.09% | Reduce -0.7% | 19,469 | $2.2M |
| Alliance Wealth Management Group | 0.66% | Add +3.5% | 19,388 | $2.2M |
| Mayflower Financial Advisors, LLC | 0.37% | Reduce -2.3% | 19,260 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -86.9% | 19,092 | $2.2M |
| &partners | 0.30% | New | 18,912 | $2.2M |
| ZWJ Investment Counsel Inc. | 0.10% | Reduce -4.8% | 18,903 | $2.2M |
| Farmers & Merchants Investments Inc. | 0.07% | Reduce -0.5% | 18,892 | $2.2M |
| Cascade Financial Partners, LLC | 0.31% | — | 19,140 | $2.1M |
| Aaron Wealth Advisors LLC | 0.31% | Add +0.0% | 18,619 | $2.1M |
| Fidelis Capital Partners, LLC | 0.33% | Reduce -13.1% | 18,611 | $2.1M |
| M&T Bank Corp | 0.01% | Add +134.8% | 18,476 | $2.1M |
| Tarbox Family Office, Inc. | 0.37% | Add +16.4% | 18,444 | $2.1M |
| BIP Wealth, LLC | 0.16% | Add +43.2% | 18,441 | $2.1M |
| Oxford Financial Group, LTD. LLC | 0.15% | No change | 18,347 | $2.1M |
| Bernardo Wealth Planning LLC | 0.59% | Reduce -12.8% | 18,302 | $2.1M |
| Evoke Wealth, LLC | 0.06% | New | 18,191 | $2.1M |
| EP Wealth Advisors, LLC | 0.02% | Add +34.6% | 17,997 | $2.1M |
| Insigneo Advisory Services, LLC | 0.24% | Reduce -6.0% | 17,880 | $2.1M |
| Sage Financial Group Inc. | 0.18% | No change | 17,529 | $2.0M |
| Summit Global Investments | 0.15% | Add +48.3% | 17,469 | $2.0M |
| Klingman & Associates, LLC | 0.14% | Reduce -4.5% | 17,386 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Add +0.7% | 17,286 | $2.0M |
| Archer Investment Corp | 0.60% | Reduce -0.1% | 17,199 | $2.0M |
| Wealth Group Ltd | 0.61% | Add +133.1% | 41,196 | $2.0M |
| Cherry Tree Wealth Management, LLC | 0.50% | Reduce -0.2% | 17,150 | $2.0M |
| Peak Financial Management, Inc. | 0.62% | Add +0.1% | 17,028 | $2.0M |
| Grey Ledge Advisors, LLC | 0.55% | Reduce -4.8% | 16,860 | $1.9M |
| Hamilton Capital, LLC | 0.15% | No change | 16,835 | $1.9M |
| Geller Advisors LLC | 0.16% | Add +15.4% | 16,616 | $1.9M |
| Blueprint Investment Partners LLC | 0.38% | Reduce -13.1% | 16,573 | $1.9M |
| Cardiff Park Advisors, LLC | 0.18% | Add +0.2% | 16,440 | $1.9M |
| Valeo Financial Advisors, LLC | 0.07% | Reduce -13.8% | 16,911 | $1.9M |
| Spire Wealth Management | 0.03% | Reduce -18.5% | 16,191 | $1.9M |
| Tranquility Partners, LLC | 0.72% | Reduce -0.4% | 16,106 | $1.9M |
| Destiny Wealth Partners, LLC | 0.33% | No change | 16,088 | $1.9M |
| Rosenberg Matthew Hamilton | 0.54% | Add +3.6% | 16,125 | $1.9M |
| Wealth Effects LLC | 0.68% | Reduce -1.2% | 15,889 | $1.8M |
| McGlone Suttner Wealth Management, Inc. | 0.34% | Reduce -10.1% | 15,766 | $1.8M |
| Keybank National Association | 0.01% | Add +9.0% | 15,743 | $1.8M |
| ShoreHaven Wealth Partners, LLC | 0.99% | Reduce -6.5% | 15,676 | $1.8M |
| Whitcomb & Hess, Inc. | 0.58% | Add +0.2% | 15,668 | $1.8M |
| Raymond James Trust N.A. | 0.04% | Add +9.3% | 15,653 | $1.8M |
| Apollon Financial, LLC | 0.62% | Reduce -4.8% | 15,605 | $1.8M |
| Guidance Point Advisors, LLC | 0.61% | Add +1.6% | 15,489 | $1.8M |
| Alta Wealth Advisors LLC | 0.91% | Reduce -1.4% | 15,487 | $1.8M |
| Pinnacle Family Advisors, LLC | 0.95% | Reduce -0.6% | 15,482 | $1.8M |
| Objective Capital Management, LLC | 1.20% | Add +10.6% | 15,434 | $1.8M |
| Claro Advisors Inc. | 0.31% | Reduce -1.1% | 15,213 | $1.8M |
| Columbus Macro, LLC | 0.66% | Reduce -2.7% | 15,156 | $1.7M |
| Almanack Investment Partners, LLC. | 0.29% | Reduce -0.5% | 15,013 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +11.4% | 14,940 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.7% | 14,905 | $1.7M |
| KOM Wealth Management Group, LLC | 1.69% | Reduce -25.8% | 14,903 | $1.7M |
| Twin Focus Capital Partners, LLC | 0.33% | Add +6.0% | 14,841 | $1.7M |
| SFG Wealth Management, LLC. | 1.01% | Reduce -2.8% | 14,776 | $1.7M |
| Townsquare Capital LLC | 0.02% | Add +388.5% | 14,685 | $1.7M |
| Patten Group, Inc. | 0.42% | No change | 14,656 | $1.7M |
| Quantinno Capital Management LP | 0.04% | No change | 14,594 | $1.7M |
| Whitaker-Myers Wealth Managers, LTD. | 0.71% | Reduce -1.6% | 14,556 | $1.7M |
| Parkside Investments, LLC | 0.27% | Reduce -4.4% | 14,519 | $1.7M |
| InterOcean Capital Group, LLC | 0.04% | Reduce -2.6% | 14,481 | $1.7M |
| GSG Advisors LLC | 0.61% | Add +9.7% | 14,561 | $1.7M |
| Lauterbach Financial Advisors, LLC | 1.09% | Add +13.3% | 14,391 | $1.7M |
| Centerpoint Advisors, LLC | 0.62% | Add +7.3% | 14,367 | $1.7M |
| EPG Wealth Management LLC | 0.41% | Reduce -0.8% | 14,350 | $1.7M |
| Ameritas Advisory Services, LLC | 0.07% | Add +174.1% | 14,680 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.35% | Reduce -0.8% | 14,288 | $1.6M |
| Pioneer Trust Bank N A | 0.46% | Reduce -11.1% | 14,220 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.20% | Reduce -9.4% | 14,085 | $1.6M |
| Trivium Point Advisory, LLC | 0.35% | Add +0.5% | 14,077 | $1.6M |
| Eagle Bluffs Wealth Management LLC | 1.00% | Add +1.8% | 14,022 | $1.6M |
| Family Asset Management, LLC | 1.01% | Reduce -3.2% | 13,927 | $1.6M |
| Lincoln National Corp. | 0.03% | Reduce -28.6% | 13,902 | $1.6M |
| NewEdge Wealth, LLC | 0.04% | Reduce -10.1% | 14,315 | $1.6M |
| Icon Wealth Advisors, LLC | 0.15% | No change | 13,788 | $1.6M |
| Hoxton Planning & Management, LLC | 0.75% | Reduce -0.9% | 13,621 | $1.6M |
| Adams Wealth Management | 0.38% | Reduce -30.5% | 13,506 | $1.6M |
| WJ Wealth Management, LLC | 0.62% | Reduce -1.5% | 13,479 | $1.6M |
| Level Four Advisory Services, LLC | 0.09% | No change | 14,732 | $1.6M |
| Abound Wealth Management | 0.59% | Add +0.7% | 13,387 | $1.5M |
| FourThought Financial Partners, LLC | 0.18% | Reduce -1.7% | 13,260 | $1.5M |
| Stephenson & Company, Inc. | 1.11% | No change | 13,202 | $1.5M |
| Axxcess Wealth Management, LLC | 0.04% | Add +7.6% | 13,159 | $1.5M |
| Summit X, LLC | 0.39% | Add +1.0% | 13,106 | $1.5M |
| Zacks Investment Management | 0.02% | Reduce -0.3% | 13,009 | $1.5M |
| Signaturefd, LLC | 0.03% | Add +1.9% | 12,930 | $1.5M |
| Clearstead Advisors, LLC | 0.07% | Reduce -13.0% | 12,979 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Add +18.1% | 12,677 | $1.5M |
| Dopkins Wealth Management, LLC | 0.88% | New | 12,611 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -23.0% | 12,527 | $1.4M |
| Westside Investment Management, Inc. | 0.35% | Add +1.0% | 12,517 | $1.4M |
| PFG Investments, LLC | 0.09% | Add +4.1% | 12,506 | $1.4M |
| Cahaba Wealth Management, Inc. | 0.13% | Add +1.1% | 12,262 | $1.4M |
| Gryphon Financial Partners LLC | 0.24% | Reduce -0.1% | 12,242 | $1.4M |
| Spectrum Wealth Counsel, LLC | 0.17% | Reduce -0.3% | 12,228 | $1.4M |
| Meridian Wealth Partners, LLC | 0.25% | Reduce -3.4% | 12,019 | $1.4M |
| Blue Fin Capital, Inc. | 0.31% | Reduce -0.2% | 11,984 | $1.4M |
| Hartline Investment Corp./ | 0.24% | New | 11,974 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.24% | Add +3.5% | 11,974 | $1.4M |
| Schechter Investment Advisors, LLC | 0.10% | Add +30.8% | 11,973 | $1.4M |
| My Personal CFO, LLC | 0.80% | No change | 11,967 | $1.4M |
| CIC Wealth, LLC | 0.40% | Add +2.9% | 11,798 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +0.5% | 11,779 | $1.4M |
| Coordinated Financial Services, Inc. | 1.20% | — | 11,776 | $1.4M |
| Belpointe Asset Management LLC | 0.10% | Add +13.1% | 11,647 | $1.3M |
| Professional Financial Advisors, LLC | 0.38% | Reduce -0.8% | 11,557 | $1.3M |
| Robinson Smith Wealth Advisors LLC | 1.28% | Add +0.5% | 11,552 | $1.3M |
| Financial Consulate, Inc. | 0.39% | No change | 11,427 | $1.3M |
| Hemington Wealth Management | 0.48% | Reduce -48.2% | 11,403 | $1.3M |
| Harbour Investments, Inc. | 0.05% | Add +5.3% | 11,366 | $1.3M |
| Schrum Private Wealth Management LLC | 1.18% | Add +151.3% | 11,250 | $1.3M |
| Ieq Capital, LLC | 0.02% | Add +15.3% | 11,245 | $1.3M |
| Cassady Schiller Wealth Management, LLC | 0.58% | No change | 11,232 | $1.3M |
| Sugarloaf Wealth Management, LLC | 0.27% | Reduce -2.0% | 11,226 | $1.3M |
| Weaver Consulting Group | 0.47% | Reduce -0.5% | 11,025 | $1.3M |
| Regency Capital Management Inc.\DE | 0.81% | Reduce -16.7% | 10,996 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Reduce -1.1% | 10,993 | $1.3M |
| Legacy Advisors, LLC | 0.16% | Reduce -5.7% | 10,867 | $1.3M |
| Clarity Asset Management, Inc. | 0.86% | Add +0.3% | 10,768 | $1.2M |
| Compass Ion Advisors, LLC | 0.18% | No change | 10,668 | $1.2M |
| Bogart Wealth, LLC | 0.06% | Reduce -0.2% | 10,563 | $1.2M |
| Westmount Partners, LLC | 0.44% | Add +0.2% | 10,538 | $1.2M |
| Sovereign Financial Group, Inc. | 0.32% | Reduce -0.9% | 10,461 | $1.2M |
| Milestone Asset Management, LLC | 0.34% | Reduce -5.2% | 10,429 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -12.7% | 10,420 | $1.2M |
| Cahill Financial Advisors Inc. | 0.16% | Add +2.3% | 10,348 | $1.2M |
| Marino, Stram & Associates LLC | 0.28% | No change | 10,272 | $1.2M |
| Accredited Investors Inc. | 0.08% | Add +0.7% | 10,221 | $1.2M |
| Correct Capital Wealth Management | 0.27% | Add +42.6% | 10,108 | $1.2M |
| Smithfield Trust Co | 0.06% | Reduce -0.2% | 10,103 | $1.2M |
| Index Fund Advisors, Inc. | 0.06% | Reduce -1.3% | 10,044 | $1.2M |
| Mather Group, Llc. | 0.02% | Reduce -0.1% | 10,961 | $1.2M |
| Tanglewood Legacy Advisors, LLC | 0.57% | Add +0.3% | 10,001 | $1.2M |
| Imprint Wealth LLC | 0.28% | New | 10,024 | $1.2M |
| Wolff Wiese Magana LLC | 0.99% | No change | 9,926 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.9% | 9,918 | $1.1M |
| National Bank of Canada | 0.00% | Add +0.8% | 10,027 | $1.1M |
| Johnson Financial Group, Inc. | 0.06% | Add +0.6% | 9,833 | $1.1M |
| Sugar Maple Asset Management, LLC | 1.09% | — | 9,826 | $1.1M |
| Brooklyn FI, LLC | 0.46% | Add +16.6% | 9,719 | $1.1M |
| Bokf, NA | 0.02% | Add +245.9% | 9,727 | $1.1M |
| Sprinkle Financial Consultants LLC | 0.95% | Add +0.3% | 9,660 | $1.1M |
| Aua Capital Management, LLC | 0.64% | New | 9,612 | $1.1M |
| Vanguard Group Inc. | 0.00% | Add +115.4% | 9,585 | $1.1M |
| Country Trust Bank | 0.03% | No change | 9,580 | $1.1M |
| Orgel Wealth Management, LLC | 0.03% | No change | 9,513 | $1.1M |
| Vertex Planning Partners, LLC | 0.30% | Reduce -1.5% | 9,493 | $1.1M |
| Chicago Capital, LLC | 0.03% | New | 9,418 | $1.1M |
| Somerset Trust Co | 0.44% | No change | 9,385 | $1.1M |
| NDVR, Inc. | 1.03% | New | 9,375 | $1.1M |
| Signature Wealth Management Partners, LLC | 0.87% | No change | 9,315 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -13.2% | 9,290 | $1.1M |
| VeraBank, N.A. | 0.33% | No change | 9,216 | $1.1M |
| Pathway Financial Advisors LLC | 0.29% | Reduce -3.6% | 9,200 | $1.1M |
| Scotia Capital Inc. | 0.01% | Add +14.7% | 9,184 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Reduce -20.1% | 9,137 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.17% | No change | 8,952 | $1.0M |
| Southeast Asset Advisors, LLC | 0.12% | Reduce -0.5% | 8,936 | $1.0M |
| Wedbush Securities Inc. | 0.04% | Reduce -18.4% | 8,799 | $1.0M |
| MN Wealth Advisors, LLC | 0.62% | Reduce -26.6% | 8,755 | $1.0M |
| Merriman Wealth Management, LLC | 0.04% | Reduce -5.7% | 8,754 | $1.0M |
| Carolinas Wealth Consulting LLC | 0.20% | Reduce -0.6% | 8,687 | $1.0M |
| Fort Pitt Capital Group, LLC | 0.03% | Reduce -1.4% | 8,659 | $998K |
| Millennium Management | 0.00% | New | 8,608 | $993K |
| Diversify Advisory Services, LLC | 0.06% | — | 8,605 | $990K |
| Keystone Wealth Services, LLC | 0.32% | Add +0.0% | 8,571 | $988K |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -0.6% | 8,558 | $987K |
| Regions Financial Corp. | 0.01% | Add +26.4% | 8,532 | $984K |
| Transform Wealth, LLC | 0.09% | No change | 8,507 | $981K |
| Essex Bank | 0.28% | No change | 9,283 | $977K |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -81.1% | 8,452 | $975K |
| Mayport, LLC | 0.37% | No change | 8,389 | $967K |
| WealthCollab, LLC | 0.71% | No change | 8,318 | $959K |
| PCA Investment Advisory Services Inc. | 0.54% | Add +5.6% | 8,277 | $954K |
| Bouvel Investment Partners, LLC | 0.41% | Reduce -0.1% | 8,246 | $951K |
| LexAurum Advisors, LLC | 0.24% | No change | 8,239 | $950K |
| Apexium Financial, LP | 0.07% | No change | 8,188 | $944K |
| Silver Oak Securities, Incorporated | 0.14% | Add +4.3% | 8,157 | $941K |
| Signal Advisors Wealth, LLC | 0.23% | Add +85.8% | 8,120 | $936K |
| Vicus Capital | 0.09% | Reduce -1.8% | 8,113 | $935K |
| Meridian Management Co. | 0.26% | No change | 8,100 | $934K |
| Neuberger Berman Group LLC | 0.00% | Add +9.3% | 8,081 | $932K |
| Cooper Financial Group | 0.15% | Add +3.8% | 8,037 | $927K |
| Sound Stewardship, LLC | 0.56% | Reduce -2.2% | 8,024 | $925K |
| Money Concepts Capital Corp. | 0.09% | Add +0.8% | 8,022 | $925K |
| Corrado Advisors, LLC | 0.61% | New | 7,990 | $921K |
| Visionary Wealth Advisors | 0.06% | Add +13.6% | 7,990 | $921K |
| Galvin, Gaustad & Stein, LLC | 0.09% | Add +11.4% | 7,908 | $912K |
| Greenhouse Wealth Management, LLC | 0.68% | Add +0.3% | 7,904 | $911K |
| Clear Creek Financial Management, LLC | 0.12% | Add +9.4% | 7,884 | $909K |
| Raleigh Capital Management Inc. | 0.39% | Reduce -8.2% | 7,855 | $906K |
| Willow Creek Wealth Management Inc. | 0.11% | No change | 7,838 | $904K |
| Cypress Capital Group | 0.11% | Reduce -7.4% | 7,779 | $897K |
| First Horizon Advisors, Inc. | 0.03% | Reduce -0.6% | 7,770 | $896K |
| Oakworth Capital, Inc. | 0.07% | Add +103.8% | 7,748 | $893K |
| Texas Capital Bank Wealth Management Services Inc | 0.10% | No change | 7,704 | $888K |
| Financial Advocates Investment Management | 0.05% | Add +301.7% | 16,391 | $886K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 7,683 | $886K |
| Alpha Cubed Investments, LLC | 0.05% | Add +14.4% | 7,675 | $885K |
| Tritonpoint Wealth, LLC | 0.09% | Reduce -48.6% | 4,314 | $884K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +27.4% | 7,637 | $881K |
| PBMares Wealth Management LLC | 0.23% | Reduce -7.5% | 7,615 | $878K |
| VCI Wealth Management LLC | 0.59% | Reduce -23.3% | 7,608 | $877K |
| Falcon Wealth Planning | 0.14% | Reduce -0.5% | 7,506 | $865K |
| Edge Capital Group, LLC | 0.04% | Add +3.1% | 7,501 | $865K |
| Foguth Wealth Management, LLC. | 0.46% | — | 7,413 | $855K |
| Institute for Wealth Management, LLC. | 0.11% | Add +0.8% | 7,405 | $854K |
| Pacific Capital Wealth Advisors, Inc. | 0.20% | Reduce -12.9% | 7,354 | $848K |
| Keener Financial Planning LLC | 0.58% | No change | 7,289 | $841K |
| WealthShield Partners, LLC | 0.14% | Add +4.0% | 7,294 | $841K |
| Private Portfolio Partners LLC | 0.17% | Add +0.7% | 7,237 | $834K |
| Sfmg, LLC | 0.07% | Add +0.5% | 7,187 | $829K |
| GC Wealth Management RIA, LLC | 0.17% | Add +2.2% | 7,176 | $827K |
| Eaton Financial Holdings Company, LLC | 0.43% | Reduce -7.1% | 7,161 | $826K |
| Atwood & Palmer Inc. | 0.06% | Reduce -29.5% | 7,081 | $816K |
| ForthRight Wealth Management, LLC | 0.29% | Reduce -8.2% | 7,058 | $814K |
| Windsor Capital Management, LLC | 0.25% | Add +0.4% | 7,004 | $808K |
| Madison Wealth Partners, Inc | 0.29% | Add +2.4% | 6,967 | $803K |
| Madden Advisory Services, Inc. | 0.42% | Add +5.2% | 6,941 | $800K |
| Jackson Thornton Wealth Management, LLC | 0.14% | Add +6.8% | 6,903 | $796K |
| BCS Wealth Management | 0.25% | Add +21.9% | 6,885 | $794K |
| Watershed Private Wealth LLC | 0.35% | Reduce -83.5% | 6,879 | $793K |
| Kwmg, LLC | 0.09% | No change | 6,852 | $790K |
| Tidal Investments LLC | 0.01% | Add +0.2% | 6,843 | $789K |
| GHP Investment Advisors, Inc. | 0.04% | Add +0.0% | 6,841 | $789K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -4.0% | 6,825 | $787K |
| HCR Wealth Advisors | 0.12% | No change | 6,747 | $778K |
| Northeast Investment Management | 0.04% | New | 6,717 | $774K |
| Nabity-Jensen Investment Management Inc | 0.64% | No change | 6,713 | $774K |
| Carlson Capital Management | 0.04% | Reduce -87.7% | 6,684 | $771K |
| Dana Investment Advisors, Inc. | 0.03% | Add +0.1% | 6,644 | $766K |
| Bond & Devick Financial Network, Inc. | 0.41% | Add +2.3% | 6,611 | $762K |
| Strategic Blueprint, LLC | 0.05% | Add +11.1% | 6,610 | $762K |
| McClarren Financial Advisors, Inc. | 0.55% | Add +0.2% | 6,607 | $762K |
| Soundwatch Capital LLC | 0.15% | Add +31.1% | 6,604 | $760K |
| Pasadena Private Wealth, LLC | 0.17% | Reduce -9.5% | 6,573 | $758K |
| Villere St Denis J & Co. LLC | 0.06% | New | 6,517 | $751K |
| Financial Counselors Inc. | 0.01% | Add +7.0% | 6,487 | $748K |
| Perigon Wealth Management, LLC | 0.02% | Add +4.1% | 6,477 | $747K |
| Yale University | 1.87% | No change | 6,464 | $745K |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -3.3% | 6,431 | $741K |
| Brandywine Oak Private Wealth LLC | 0.08% | Reduce -3.9% | 6,381 | $736K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | Add +0.1% | 6,352 | $732K |
| Trinity Financial Advisors LLC | 0.33% | Add +8.9% | 6,343 | $731K |
| Charter Oak Capital Management, LLC | 0.08% | Reduce -16.8% | 6,334 | $730K |
| Capital Planning Advisors, LLC | 0.13% | No change | 6,327 | $730K |
| Human Investing LLC | 0.15% | Add +1.4% | 6,316 | $728K |
| Balefire, LLC | 0.26% | Add +15.1% | 6,300 | $726K |
| North Ridge Wealth Advisors, Inc. | 0.56% | Reduce -3.0% | 6,290 | $725K |
| Trademark Financial Management, LLC | 0.60% | Add +3.4% | 6,274 | $723K |
| Synovus Financial Corp. | 0.01% | Reduce -2.2% | 6,269 | $723K |
| Gibson Capital, LLC | 0.16% | Reduce -1.9% | 6,263 | $722K |
| Balentine LLC | 0.02% | Reduce -4.2% | 6,243 | $720K |
| W Advisors, LLC | 0.48% | Add +0.1% | 6,105 | $704K |
| First Manhattan Co. Llc. | 0.00% | Add +3.4% | 6,081 | $701K |
| Flputnam Investment Management Co. | 0.01% | No change | 6,070 | $700K |
| Truefg, LLC | 0.26% | Reduce -1.4% | 6,053 | $698K |
| Deutsche Bank AG | 0.00% | No change | 6,025 | $695K |
| HUB Investment Partners, LLC | 0.04% | Reduce -1.1% | 6,018 | $694K |
| Graypoint LLC | 0.05% | Add +0.1% | 5,999 | $692K |
| GYL Financial Synergies, LLC | 0.05% | No change | 5,993 | $691K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +14.7% | 5,991 | $691K |
| CW Advisors, LLC | 0.01% | Reduce -80.8% | 5,991 | $691K |
| Calton & Associates, Inc. | 0.34% | Add +8.5% | 5,986 | $690K |
| Financial Freedom, LLC | 0.41% | Add +0.1% | 5,973 | $689K |
| Strategies Wealth Advisors, LLC | 0.11% | Reduce -2.3% | 5,960 | $687K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -1.8% | 5,960 | $687K |
| One Capital Management, LLC | 0.02% | New | 5,957 | $687K |
| Csenge Advisory Group | 0.04% | Reduce -5.8% | 5,940 | $685K |
| TD Private Client Wealth LLC | 0.02% | Add +119.7% | 5,915 | $682K |
| Trexquant Investment LP | 0.01% | Reduce -45.3% | 5,910 | $681K |
| Bromfield Sneider Wealth Advisors | 0.42% | Add +41.0% | 5,834 | $673K |
| Clear Point Advisors Inc. | 0.55% | Add +0.4% | 5,796 | $668K |
| German American Bancorp, Inc. | 0.08% | No change | 5,780 | $666K |
| Symphony Financial, Ltd. Co. | 0.15% | Reduce -1.3% | 5,757 | $664K |
| Capital Investment Advisors, LLC | 0.02% | Add +33.7% | 5,727 | $660K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 5,722 | $660K |
| Panoramic Investment Advisors, LLC | 0.48% | Add +1.6% | 5,705 | $658K |
| Outlook Wealth Advisors, LLC | 0.20% | Reduce -8.6% | 5,694 | $657K |
| Stonebridge Capital Advisors LLC | 0.06% | Reduce -1.7% | 5,654 | $652K |
| Cypress Wealth Services, LLC | 0.15% | Reduce -23.0% | 5,613 | $647K |
| Proficio Capital Partners LLC | 0.07% | Reduce -46.3% | 5,600 | $646K |
| Salomon & Ludwin, LLC | 0.06% | Reduce -10.1% | 5,598 | $645K |
| North Star Asset Management Inc. | 0.03% | Add +0.1% | 5,512 | $636K |
| Financial Architects, LLC | 0.44% | No change | 5,500 | $634K |
| Harbor Investment Advisory, LLC | 0.07% | Reduce -0.9% | 5,491 | $633K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 5,490 | $633K |
| Kaydan Wealth Management, Inc. | 0.21% | Add +39.0% | 5,447 | $628K |
| Chesley Taft & Associates LLC | 0.03% | Add +38.1% | 5,437 | $627K |
| SOL Capital Management CO | 0.08% | No change | 5,344 | $616K |
| Transcend Capital Advisors, LLC | 0.05% | New | 5,315 | $613K |
| Davis R M Inc. | 0.01% | Reduce -2.8% | 5,300 | $611K |
| Capital Advisors Inc. | 0.01% | New | 5,294 | $610K |
| ARS Investment Partners, LLC | 0.06% | No change | 5,269 | $608K |
| Procyon Advisors, LLC | 0.05% | Add +63.2% | 5,261 | $607K |
| RHS Financial, LLC | 0.35% | Add +71.7% | 5,236 | $604K |
| 1834 Investment Advisors Co. | 0.07% | No change | 5,233 | $603K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -2.2% | 5,217 | $601K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -16.5% | 5,201 | $600K |
| Wetzel Investment Advisors, Inc. | 0.35% | Add +5.1% | 5,468 | $600K |
| Founders Financial Securities LLC | 0.06% | Reduce -1.2% | 5,190 | $598K |
| True North Advisors, LLC | 0.16% | Reduce -0.1% | 5,134 | $592K |
| Blue Bell Private Wealth Management, LLC | 0.13% | Reduce -25.7% | 5,122 | $591K |
| MSH Capital Advisors LLC | 0.20% | Reduce -4.3% | 5,030 | $580K |
| Howe & Rusling Inc. | 0.06% | Reduce -5.2% | 5,017 | $578K |
| Nemes Rush Group LLC | 0.08% | Add +290.6% | 4,973 | $573K |
| Main Street Financial Solutions, LLC | 0.06% | Add +14.3% | 4,972 | $573K |
| CFO4Life Group, LLC | 0.10% | Add +7.9% | 4,963 | $572K |
| North Star Investment Management Corp. | 0.04% | Add +492.2% | 4,933 | $569K |
| Verdence Capital Advisors LLC | 0.05% | Add +0.3% | 4,915 | $567K |
| Gemmer Asset Management LLC | 0.07% | No change | 4,878 | $562K |
| XML Financial, LLC | 0.06% | No change | 4,875 | $562K |
| VERITY Wealth Advisors | 0.43% | Add +24.4% | 4,861 | $560K |
| Adero Partners, LLC | 0.04% | No change | 4,860 | $560K |
| ARS Wealth Advisors Group, LLC | 0.08% | Reduce -3.4% | 4,847 | $559K |
| Cadent Capital Advisors, LLC | 0.22% | Add +0.1% | 4,807 | $554K |
| Coldstream Capital Management Inc. | 0.01% | Add +7.2% | 4,754 | $548K |
| Raffa Wealth Management, LLC | 0.16% | No change | 4,750 | $548K |
| Zullo Investment Group, Inc. | 0.26% | Reduce -0.8% | 4,733 | $546K |
| Hall Laurie J Trustee | 0.19% | No change | 4,704 | $542K |
| Hilltop Partners LLC | 0.19% | Add +0.1% | 4,698 | $542K |
| Proffitt & Goodson Inc. | 0.10% | Reduce -12.3% | 4,698 | $542K |
| Greenline Partners, LLC | 0.09% | New | 4,691 | $541K |
| West Bancorporation Inc. | 0.35% | Add +2.9% | 4,619 | $533K |
| Good Life Advisors, LLC | 0.05% | Add +0.2% | 4,618 | $532K |
| Awm Capital, LLC | 0.09% | No change | 4,611 | $532K |
| Financial Alternatives, Inc | 0.41% | No change | 4,610 | $532K |
| Zega Financial, LLC | 0.23% | Reduce -18.5% | 4,602 | $531K |
| Eagle Strategies LLC | 0.12% | New | 4,600 | $530K |
| Salem Investment Counselors Inc. | 0.02% | No change | 4,580 | $528K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -47.0% | 4,539 | $523K |
| Vista Capital Partners, Inc. | 0.07% | Reduce -2.6% | 4,520 | $521K |
| Elevation Wealth Partners, LLC | 0.26% | Reduce -20.8% | 4,513 | $520K |
| Evergreen Capital Management LLC | 0.02% | Add +45.1% | 4,502 | $519K |
| MBL Wealth, LLC | 0.06% | Add +7.6% | 4,499 | $519K |
| Resurgent Financial Advisors LLC | 0.28% | Add +0.7% | 4,490 | $518K |
| Waldron Private Wealth LLC | 0.02% | Reduce -13.2% | 4,473 | $516K |
| Rodgers & Associates, LTD | 0.07% | No change | 4,470 | $515K |
| Plante Moran Financial Advisors, LLC | 0.06% | Reduce -13.1% | 4,450 | $513K |
| Schiavi & Co LLC | 0.20% | No change | 4,430 | $511K |
| Edgestream Partners, L.P. | 0.03% | New | 4,421 | $510K |
| Ruggaard & Associates LLC | 0.24% | Add +0.0% | 4,411 | $509K |
| Five Oceans Advisors | 0.26% | Reduce -0.0% | 4,407 | $508K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.4% | 4,393 | $505K |
| HSBC Holdings PLC | 0.00% | Reduce -99.0% | 4,341 | $500K |
| Planning Directions Inc. | 0.35% | Add +0.3% | 4,319 | $498K |
| C M Bidwell & Associates Ltd. | 0.34% | No change | 4,318 | $498K |
| Cullen Investment Group, LTD. | 0.08% | Add +12.7% | 4,360 | $498K |
| Encompass Wealth Advisors, LLC | 0.13% | Reduce -1.8% | 4,268 | $492K |
| Fulcrum Equity Management | 0.58% | Reduce -0.8% | 4,261 | $491K |
| Chapin Davis, Inc. | 0.18% | Reduce -3.9% | 4,254 | $490K |
| Norris Perne & French LLP | 0.04% | Reduce -1.2% | 4,215 | $486K |
| Brass Tax Wealth Management, Inc. | 0.25% | — | 4,200 | $484K |
| Goelzer Investment Management, Inc. | 0.03% | New | 4,198 | $484K |
| Thrive Wealth Management, LLC | 0.10% | Add +0.6% | 4,196 | $484K |
| Eaton-Cambridge Inc. | 0.26% | Reduce -2.5% | 4,168 | $481K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.0% | 4,155 | $480K |
| Rossmore Private Capital | 0.06% | No change | 4,150 | $478K |
| Asset Allocation & Management Company, LLC | 0.31% | No change | 4,143 | $478K |
| Marietta Wealth Management, LLC | 0.08% | Reduce -3.0% | 4,145 | $478K |
| Efficient Advisors, LLC | 0.03% | Reduce -19.7% | 4,079 | $470K |
| Eq LLC | 0.29% | Reduce -0.0% | 4,072 | $470K |
| Capasso Planning Partners LLC | 0.19% | Add +2.2% | 4,069 | $469K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.11% | No change | 4,065 | $469K |
| Stone Summit Wealth LLC | 0.16% | Reduce -2.2% | 4,063 | $468K |
| Tradewinds Capital Management, LLC | 0.13% | Reduce -0.0% | 4,061 | $468K |
| IFG Advisors, LLC | 0.12% | New | 4,061 | $468K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Add +2.0% | 4,049 | $467K |
| Traphagen Investment Advisors LLC | 0.05% | Add +32.1% | 4,016 | $463K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -89.6% | 4,009 | $462K |
| L.M. Kohn & Company | 0.13% | No change | 3,955 | $456K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -1.0% | 3,937 | $454K |
| Security Financial Services, INC. | 0.10% | New | 3,902 | $450K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 3,900 | $450K |
| Whittier Trust Co. | 0.01% | No change | 3,899 | $450K |
| Sandy Spring Bank | 0.02% | No change | 3,888 | $448K |
| Geometric Wealth Advisors | 0.11% | Add +8.6% | 3,887 | $448K |
| Florida Trust Wealth Management Co | 0.02% | No change | 3,886 | $448K |
| Personal Cfo Solutions, LLC | 0.07% | Add +2.1% | 3,843 | $443K |
| Cordant, Inc. | 0.26% | Reduce -1.1% | 3,830 | $442K |
| Carl P. Sherr & Co., LLC | 0.25% | Reduce -3.8% | 3,821 | $441K |
| Mgo One Seven LLC | 0.02% | Reduce -19.6% | 3,809 | $439K |
| NTV Asset Management LLC | 0.07% | No change | 3,808 | $439K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +1.6% | 3,807 | $439K |
| Commerce Bank | 0.00% | New | 3,794 | $437K |
| WealthBridge Capital Management, LLC | 0.15% | Reduce -1.6% | 3,794 | $437K |
| Voisard Asset Management Group, Inc. | 0.25% | No change | 3,783 | $436K |
| Reston Wealth Management LLC | 0.18% | Add +0.3% | 3,764 | $434K |
| BSW Wealth Partners | 0.07% | Reduce -10.7% | 3,732 | $430K |
| Marcum Wealth, LLC | 0.04% | Add +3.8% | 3,703 | $427K |
| Culbertson A N & Co. Inc. | 0.07% | No change | 3,695 | $426K |
| Tennessee Valley Asset Management Partners | 0.10% | Add +30.5% | 3,694 | $426K |
| Aureus Asset Management, LLC | 0.03% | Reduce -7.3% | 3,693 | $426K |
| W.H. Cornerstone Investments Inc. | 0.31% | Add +0.3% | 3,676 | $424K |
| Aspen Grove Capital, LLC | 0.12% | New | 3,670 | $423K |
| Redwood Financial Network Corp | 0.37% | Reduce -48.1% | 3,658 | $422K |
| McNaughton Wealth Management, LLC | 0.23% | Reduce -3.1% | 3,635 | $419K |
| Larson Financial Group LLC | 0.03% | Add +0.7% | 3,629 | $418K |
| Valtinson Bruner Financial Planning LLC | 0.18% | No change | 3,628 | $418K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +0.2% | 3,622 | $418K |
| Financial Management Network Inc. | 0.10% | Add +1.1% | 3,680 | $416K |
| Evanson Asset Management, LLC | 0.03% | No change | 3,557 | $410K |
| Connectus Wealth, LLC | 0.01% | Reduce -90.0% | 3,545 | $409K |
| Wellspring Financial Advisors, LLC | 0.06% | Add +0.3% | 3,527 | $407K |
| J. W. Coons Advisors, LLC | 0.07% | Add +0.1% | 3,521 | $406K |
| Hancock Whitney Corp. | 0.01% | Reduce -4.2% | 3,515 | $405K |
| KKM Financial LLC | 0.20% | No change | 3,510 | $405K |
| Private Capital Advisors, Inc. | 0.05% | No change | 3,505 | $404K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.14% | New | 3,498 | $403K |
| AF Advisors, Inc. | 0.09% | No change | 3,494 | $403K |
| Mengis Capital Management, Inc. | 0.06% | No change | 3,483 | $402K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.10% | Add +1.9% | 3,479 | $401K |
| West Branch Capital LLC | 0.16% | Add +13.2% | 3,452 | $398K |
| Focus Financial Network, Inc. | 0.02% | — | 3,611 | $396K |
| American National Bank & Trust | 0.05% | No change | 3,412 | $393K |
| Cadinha & Co. LLC | 0.07% | No change | 3,409 | $393K |
| AMG National Trust Bank | 0.01% | No change | 3,384 | $390K |
| Lodestar Private Asset Management LLC | 0.06% | Add +17.7% | 3,367 | $388K |
| BNC Wealth Management, LLC | 0.17% | No change | 3,358 | $387K |
| Beacon Financial Advisory LLC | 0.19% | Add +3.2% | 3,344 | $386K |
| Tudor Investment Corporation | 0.00% | New | 3,329 | $384K |
| Meridian Wealth Management, LLC | 0.06% | Add +0.2% | 3,314 | $382K |
| Fragasso Financial Advisors Inc | 0.03% | Add +0.1% | 3,304 | $381K |
| Optimum Investment Advisors | 0.17% | Add +0.7% | 3,282 | $378K |
| Cambridge Financial Group, LLC | 0.18% | Add +0.1% | 3,281 | $378K |
| Verus Capital Partners, LLC | 0.04% | No change | 3,253 | $375K |
| Denver Wealth Management, Inc. | 0.19% | Add +0.3% | 3,210 | $370K |
| FC Advisory LLC | 0.13% | Add +0.3% | 3,157 | $364K |
| Live Oak Private Wealth LLC | 0.06% | Add +16.6% | 3,155 | $364K |
| William Howard & Co Financial Advisors Inc | 0.34% | — | 3,131 | $361K |
| Shira Ridge Wealth Management | 0.21% | No change | 3,109 | $358K |
| CRA Financial Services, LLC | 0.08% | Add +0.3% | 3,092 | $356K |
| River Street Advisors LLC | 0.24% | Add +5.0% | 3,053 | $352K |
| Bristlecone Advisors, LLC | 0.03% | No change | 3,038 | $350K |
| Fernwood Investment Management, LLC | 0.10% | Reduce -1.3% | 3,031 | $349K |
| Hoylecohen, LLC | 0.03% | Add +17.2% | 3,031 | $349K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 3,013 | $347K |
| NorthRock Partners, LLC | 0.01% | Add +132.3% | 3,010 | $347K |
| Swmg, LLC | 0.16% | Add +32.6% | 3,007 | $347K |
| Heartwood Wealth Advisors LLC | 0.04% | Reduce -4.0% | 3,003 | $346K |
| Rothschild Wealth LLC | 0.12% | — | 3,001 | $346K |
| Childress Capital Advisors, LLC | 0.10% | No change | 3,000 | $346K |
| Arlington Trust Co LLC | 0.09% | Add +30.5% | 2,992 | $345K |
| Old Mission Investment Co LLC | 0.12% | Add +6.3% | 2,988 | $345K |
| Aveo Capital Partners, LLC | 0.04% | Add +1.8% | 3,039 | $342K |
| Benedetti & Gucer, Inc. | 0.17% | Reduce -1.5% | 2,956 | $341K |
| Traveka Wealth, LLC | 0.16% | Add +10.0% | 2,955 | $341K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -1.3% | 2,919 | $337K |
| American Trust | 0.03% | Add +8.3% | 2,908 | $335K |
| Financial Strategies Group, Inc. | 0.09% | Reduce -8.8% | 2,924 | $335K |
| First Commonwealth Financial Corp | 0.09% | No change | 2,878 | $332K |
| Seldon Capital LP | 0.20% | No change | 2,876 | $332K |
| Warren Street Wealth Advisors, LLC | 0.16% | Add +3.2% | 2,876 | $332K |
| Centurion Wealth Management LLC | 0.13% | Reduce -62.9% | 2,875 | $332K |
| Sunpointe, LLC | 0.37% | Add +0.3% | 2,875 | $331K |
| Sabal Trust CO | 0.02% | No change | 2,864 | $330K |
| Mayfair Advisory Group, LLC | 0.24% | No change | 2,855 | $329K |
| Opes Wealth Management LLC | 0.08% | Reduce -4.0% | 2,846 | $328K |
| Lantz Financial LLC | 0.11% | No change | 2,841 | $328K |
| Cranbrook Wealth Management, LLC | 0.08% | Reduce -7.2% | 2,832 | $327K |
| Evernest Financial Advisors, LLC | 0.15% | No change | 3,000 | $326K |
| CGN Advisors LLC | 0.04% | Reduce -2.0% | 2,821 | $325K |
| HT Partners LLC | 0.12% | Reduce -10.6% | 2,813 | $324K |
| McDonough Capital Management, Inc | 0.26% | No change | 2,808 | $324K |
| Greatmark Investment Partners, Inc. | 0.05% | Add +0.3% | 2,806 | $324K |
| Alaethes Wealth, LLC | 0.14% | No change | 2,805 | $323K |
| Sterling Wealth Management, Inc. | 0.16% | Add +1.6% | 2,789 | $322K |
| Ellsworth Advisors, LLC | 0.09% | Add +0.0% | 2,856 | $321K |
| Level Financial Advisors | 0.14% | No change | 2,733 | $315K |
| Rothschild Investment LLC | 0.02% | Reduce -10.3% | 2,732 | $315K |
| Roundview Capital LLC | 0.03% | Add +11.2% | 2,732 | $315K |
| International Assets Investment Management, LLC | 0.03% | Reduce -0.2% | 2,732 | $314K |
| Valley Forge Investment Consultants Inc. Adv | 0.12% | Add +0.3% | 2,723 | $314K |
| Darden Wealth Group Inc | 0.25% | Reduce -1.3% | 2,717 | $313K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | Reduce -1.9% | 2,714 | $312K |
| PFW Advisors LLC | 0.10% | No change | 2,699 | $311K |
| Lanark Financial, Inc. | 0.03% | Reduce -5.3% | 2,614 | $311K |
| Forum Financial Management, LP | 0.01% | Add +16.9% | 2,694 | $311K |
| Garrison Point Advisors, LLC | 0.20% | Reduce -2.0% | 2,686 | $310K |
| UNIVEST FINANCIAL Corp | 0.09% | New | 2,680 | $309K |
| Continuum Advisory, LLC | 0.05% | Add +13.9% | 2,695 | $308K |
| First Trust Direct Indexing L.P. | 0.02% | Add +1.4% | 2,674 | $308K |
| Haverford Trust Co | 0.00% | Reduce -9.5% | 2,660 | $307K |
| Lincoln Capital LLC | 0.07% | Reduce -4.2% | 2,649 | $305K |
| Barnes Pettey Financial Advisors, LLC | 0.26% | Add +4.6% | 2,639 | $304K |
| Nottingham Advisors, Inc. | 0.04% | Add +19.0% | 2,616 | $302K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 2,605 | $300K |
| InTrack Investment Management Inc | 0.22% | No change | 2,600 | $300K |
| Bailard, Inc. | 0.01% | New | 2,591 | $299K |
| D. E. Shaw & Co. | 0.00% | Reduce -45.7% | 2,589 | $299K |
| Roberts Wealth Advisors, LLC | 0.11% | New | 2,677 | $296K |
| Drive Wealth Management, LLC | 0.08% | Reduce -6.3% | 2,546 | $294K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.12% | Reduce -23.9% | 2,540 | $293K |
| Wealth Alliance Advisory Group, LLC | 0.07% | No change | 2,534 | $292K |
| Paragon Advisors, LLC | 0.12% | Reduce -49.7% | 2,532 | $292K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -21.2% | 2,526 | $291K |
| Advisor OS, LLC | 0.03% | No change | 2,522 | $291K |
| Carnegie Investment Counsel | 0.01% | Add +14.9% | 2,500 | $288K |
| Barrett & Company, Inc. | 0.14% | Add +0.2% | 2,498 | $288K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | Add +7.7% | 2,496 | $288K |
| Onyx Bridge Wealth Group LLC | 0.05% | Reduce -3.9% | 2,561 | $286K |
| Shorepoint Capital Partners LLC | 0.07% | Add +0.3% | 2,481 | $286K |
| Shepherd Financial Partners LLC | 0.04% | No change | 2,450 | $282K |
| Forte Capital LLC | 0.03% | Reduce -5.0% | 2,422 | $279K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -32.5% | 2,431 | $277K |
| Colton Groome Financial Advisors, LLC | 0.11% | No change | 2,404 | $277K |
| Smithbridge Asset Management Inc. | 0.06% | No change | 2,400 | $277K |
| Worth Financial Advisory Group, LLC | 0.19% | Reduce -2.9% | 2,399 | $277K |
| Atticus Wealth Management, LLC | 0.09% | Add +0.6% | 2,392 | $276K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -83.7% | 2,497 | $275K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -13.5% | 2,376 | $274K |
| McGuire Investment Group, LLC | 0.04% | Reduce -2.1% | 2,364 | $273K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -21.3% | 2,364 | $273K |
| Garde Capital, Inc. | 0.02% | No change | 2,360 | $272K |
| US Financial Advisors, LLC | 0.09% | Reduce -8.2% | 2,350 | $271K |
| Trust Co. of Toledo NA | 0.04% | No change | 2,348 | $271K |
| Mitchell Sinkler & Starr | 0.07% | No change | 2,345 | $270K |
| Creative Financial Designs Inc. | 0.03% | Add +2.0% | 2,341 | $270K |
| Confluence Wealth Services, Inc. | 0.02% | New | 2,335 | $269K |
| Principle Wealth Partners LLC | 0.02% | No change | 2,329 | $269K |
| NovaPoint Capital, LLC | 0.09% | No change | 2,327 | $268K |
| Summit Financial Group, Inc. | 0.09% | No change | 2,310 | $266K |
| Moors & Cabot, Inc. | 0.01% | Add +8.8% | 2,308 | $266K |
| Pursue Wealth Partners LLC | 0.16% | No change | 2,300 | $265K |
| Crew Capital Management, Ltd | 0.22% | New | 2,298 | $265K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -13.0% | 2,292 | $264K |
| Plum Street Advisors, LLC | 0.13% | New | 2,103 | $264K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +5.3% | 2,396 | $264K |
| Founders Financial Alliance, LLC | 0.08% | Add +114.4% | 2,275 | $262K |
| Osborne Partners Capital Management, LLC | 0.02% | Reduce -55.6% | 2,258 | $260K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -7.3% | 2,251 | $260K |
| Boston Family Office LLC | 0.02% | No change | 2,250 | $259K |
| Glassman Wealth Services | 0.05% | No change | 2,228 | $257K |
| 4J Wealth Management LLC | 0.22% | Reduce -0.0% | 2,225 | $257K |
| Rathbones Group PLC | 0.00% | No change | 2,213 | $255K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.5% | 2,195 | $253K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -17.4% | 2,187 | $252K |
| Semmax Financial Advisors Inc. | 0.08% | No change | 2,193 | $251K |
| Latitude Advisors, LLC | 0.16% | Add +1.4% | 2,171 | $250K |
| Mattern Capital Management, LLC | 0.03% | No change | 2,168 | $250K |
| Weaver Capital Management LLC | 0.07% | No change | 2,156 | $249K |
| Coastal Bridge Advisors, LLC | 0.06% | No change | 2,155 | $248K |
| Transatlantique Private Wealth LLC | 0.11% | No change | 2,152 | $248K |
| Nvwm, LLC | 0.07% | Add +3.8% | 2,148 | $248K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.2% | 2,136 | $246K |
| Texas Yale Capital Corp. | 0.01% | Add +0.1% | 2,136 | $246K |
| SkyOak Wealth, LLC | 0.06% | No change | 2,116 | $244K |
| Pinnacle Associates Ltd. | 0.00% | Add +2.9% | 2,113 | $244K |
| Jackson, Grant Investment Advisers, Inc. | 0.10% | Add +42.5% | 2,112 | $244K |
| Independent Advisor Alliance | 0.01% | Reduce -94.6% | 2,110 | $243K |
| Frisch Financial Group, Inc. | 0.08% | New | 2,103 | $243K |
| QRG Capital Management, Inc. | 0.00% | New | 2,101 | $242K |
| Colonial Trust Co / SC | 0.05% | Reduce -34.7% | 2,094 | $241K |
| Kanawha Capital Management LLC | 0.02% | No change | 2,093 | $241K |
| Magnus Financial Group LLC | 0.03% | Add +0.2% | 2,087 | $241K |
| Old Second National Bank of Aurora | 0.06% | Add +1.5% | 2,078 | $240K |
| Encompass More Asset Management | 0.20% | New | 2,070 | $239K |
| Verum Partners LLC | 0.08% | Add +5.4% | 2,058 | $237K |
| Colonial Trust Advisors | 0.02% | Add +0.1% | 2,057 | $237K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -44.6% | 2,050 | $236K |
| Welch & Forbes LLC | 0.00% | New | 2,043 | $236K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.2% | 2,041 | $235K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -87.8% | 2,037 | $235K |
| Bellwether Advisors, LLC | 0.05% | Reduce -3.1% | 2,035 | $235K |
| WorthPointe, LLC | 0.12% | No change | 2,034 | $235K |
| 1ST Source Bank | 0.01% | New | 2,034 | $235K |
| RKL Wealth Management LLC | 0.02% | New | 2,031 | $234K |
| Birchcreek Wealth Management, LLC | 0.12% | Add +2.1% | 2,022 | $233K |
| Long Run Wealth Advisors, LLC | 0.06% | No change | 2,019 | $233K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,010 | $232K |
| Heritage Investment Group, Inc. | 0.03% | No change | 2,006 | $231K |
| Hibernia Wealth Partners, LLC | 0.16% | Reduce -9.4% | 1,988 | $229K |
| Inspire Advisors, LLC | 0.03% | New | 1,982 | $229K |
| Baker Tilly Wealth Management, LLC | 0.04% | Reduce -50.3% | 1,974 | $228K |
| Crumly & Associates Inc. | 0.06% | No change | 1,965 | $227K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 1,952 | $225K |
| Bridge Advisory, LLC | 0.11% | Reduce -26.2% | 1,951 | $225K |
| Charles Schwab Trust Co | 0.02% | No change | 1,943 | $224K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 1,922 | $222K |
| Key Financial Inc | 0.06% | No change | 1,905 | $220K |
| Harbor Group, Inc. | 0.06% | New | 1,900 | $219K |
| Cadence Wealth Management LLC | 0.23% | New | 1,900 | $219K |
| Allen Capital Group, LLC | 0.03% | New | 1,899 | $219K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -95.2% | 2,008 | $218K |
| Smith Salley Wealth Management | 0.02% | Reduce -11.0% | 1,892 | $218K |
| LM Advisors LLC | 0.04% | No change | 1,888 | $218K |
| Richwood Investment Advisors, LLC | 0.19% | New | 1,886 | $217K |
| Linscomb Wealth, Inc. | 0.01% | New | 1,876 | $216K |
| ABLE Financial Group, LLC | 0.08% | New | 1,875 | $216K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 1,872 | $216K |
| Smith Anglin Financial, LLC | 0.02% | New | 1,868 | $215K |
| First American Bank | 0.02% | New | 1,852 | $214K |
| Headinvest, LLC | 0.04% | New | 1,847 | $213K |
| Relyea Zuckerberg Hanson LLC | 0.04% | New | 1,844 | $213K |
| Arkadios Wealth Advisors | 0.02% | New | 1,843 | $212K |
| Cozad Asset Management Inc. | 0.02% | New | 1,835 | $212K |
| WealthTrust Axiom LLC | 0.07% | New | 1,835 | $212K |
| Woodmont Investment Counsel LLC | 0.02% | New | 1,832 | $211K |
| FSM Wealth Advisors, LLC | 0.07% | New | 1,823 | $210K |
| Defined Wealth Management, LLC | 0.15% | New | 1,817 | $210K |
| Ayrshire Capital Management LLC | 0.11% | New | 1,806 | $208K |
| Koss-Olinger Consulting, LLC | 0.11% | New | 1,806 | $208K |
| Earned Wealth Advisors, LLC | 0.08% | New | 1,805 | $208K |
| Atlantic Union Bankshares Corp | 0.02% | New | 1,800 | $208K |
| Destination Wealth Management | 0.01% | New | 1,788 | $206K |
| Paragon Financial Partners, Inc. | 0.17% | New | 1,783 | $206K |
| Trust Point Inc. | 0.02% | New | 1,780 | $205K |
| Advance Capital Management, Inc. | 0.01% | New | 1,776 | $205K |
| CPR Investments Inc. | 0.16% | New | 1,775 | $205K |
| Patten & Patten Inc. | 0.01% | New | 1,769 | $204K |
| MJP Associates Inc. | 0.04% | New | 1,764 | $203K |
| G&S Capital LLC | 0.09% | New | 1,763 | $203K |
| Summit Financial Wealth Advisors, LLC | 0.04% | New | 1,761 | $203K |
| Wealth Management Partners, LLC | 0.10% | New | 1,752 | $202K |
| Fusion Capital, LLC | 0.09% | New | 1,736 | $200K |
| Gradient Investments LLC | 0.00% | Add +2.8% | 1,695 | $195K |
| Assetmark, Inc. | 0.00% | Reduce -58.9% | 1,624 | $187K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -55.7% | 1,612 | $186K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -86.5% | 1,579 | $182K |
| Sittner & Nelson, LLC | 0.09% | No change | 1,570 | $181K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +61.8% | 1,537 | $177K |
| Global Financial Private Client, LLC | 0.07% | No change | 1,494 | $172K |
| FSA Wealth Management LLC | 0.07% | No change | 1,486 | $171K |
| Kiely Wealth Advisory Group, Inc. | 0.10% | No change | 1,495 | $168K |
| Signature Resources Capital Management, LLC | 0.16% | No change | 1,578 | $166K |
| GAMMA Investing LLC | 0.03% | Add +1300.0% | 1,400 | $161K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 1,389 | $160K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +55.1% | 1,329 | $152K |
| Adirondack Trust Co. | 0.06% | No change | 1,312 | $151K |
| Beacon Capital Management, LLC | 0.03% | Reduce -24.2% | 1,303 | $150K |
| Core Alternative Capital | 0.03% | New | 1,300 | $150K |
| Headlands Technologies LLC | 0.04% | New | 1,293 | $149K |
| Laurel Wealth Advisors LLC | 0.03% | Add +392.8% | 1,291 | $149K |
| Independence Bank of Kentucky | 0.04% | Reduce -7.9% | 1,286 | $148K |
| LRI Investments, LLC | 0.04% | — | 1,250 | $144K |
| Centaurus Financial, Inc. | 0.01% | Reduce -62.4% | 1,232 | $142K |
| Perritt Capital Management Inc | 0.07% | Add +0.3% | 1,204 | $139K |
| First Personal Financial Services | 0.03% | No change | 1,189 | $137K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +33.3% | 1,165 | $134K |
| WR Wealth Planners, LLC | 0.04% | New | 1,129 | $130K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,127 | $130K |
| Frazier Financial Advisors, LLC | 0.10% | Add +60.7% | 1,104 | $127K |
| SYM FINANCIAL Corp | 0.02% | No change | 1,080 | $125K |
| Smartleaf Asset Management LLC | 0.02% | Add +256.5% | 1,066 | $123K |
| Financial Perspectives, Inc | 0.05% | Add +8.8% | 1,048 | $121K |
| Perkins Coie Trust Co | 0.03% | No change | 1,020 | $118K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | No change | 1,017 | $117K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,061 | $117K |
| SouthState Bank Corp | 0.01% | No change | 1,008 | $116K |
| Pittenger & Anderson Inc. | 0.00% | Add +20.5% | 1,004 | $116K |
| Pacific Center for Financial Services | 0.03% | Add +31.9% | 985 | $114K |
| Running Point Capital Advisors, LLC | 0.05% | No change | 934 | $108K |
| Your Advocates Ltd., LLP | 0.04% | No change | 885 | $102K |
| Quadrant Capital Group LLC | 0.01% | No change | 874 | $101K |
| McIlrath & Eck, LLC | 0.02% | Add +32.8% | 847 | $98K |
| Cape Investment Advisory, Inc. | 0.05% | Add +0.1% | 847 | $98K |
| Compass Wealth Management LLC | 0.02% | No change | 824 | $95K |
| First PREMIER Bank | 0.03% | No change | 822 | $95K |
| Sound Income Strategies, LLC | 0.01% | Add +3.4% | 790 | $91K |
| GoalVest Advisory LLC | 0.03% | No change | 770 | $89K |
| Private Ocean, LLC | 0.01% | Reduce -53.4% | 765 | $88K |
| PSI Advisors, LLC | 0.03% | No change | 699 | $81K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 675 | $78K |
| Castleview Partners, LLC | 0.04% | Add +5.7% | 666 | $77K |
| MCF Advisors LLC | 0.01% | No change | 647 | $75K |
| Wiser Advisor Group LLC | 0.11% | No change | 634 | $73K |
| Dunhill Financial, LLC | 0.05% | Add +0.2% | 628 | $72K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 627 | $72K |
| Robbins Farley | 0.04% | Add +1.0% | 602 | $69K |
| CNB Bank | 0.03% | No change | 600 | $69K |
| Rice Partnership, LLC | 0.02% | No change | 587 | $68K |
| Valley National Advisers Inc. | 0.01% | No change | 520 | $59K |
| NFSG Corp | 0.03% | Add +0.4% | 501 | $58K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 500 | $58K |
| Dagco, Inc. | 0.03% | New | 499 | $58K |
| Retirement Group, LLC | 0.02% | No change | 478 | $55K |
| Addison Advisors LLC | 0.02% | Reduce -0.4% | 474 | $55K |
| Orion Capital Management LLC | 0.03% | No change | 469 | $54K |
| ICA Group Wealth Management, LLC | 0.01% | Add +0.7% | 464 | $54K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 460 | $53K |
| Fairman Group, LLC | 0.05% | Add +0.2% | 438 | $51K |
| Angeles Wealth Management, LLC | 0.00% | Add +62.4% | 427 | $49K |
| PFS Partners, LLC | 0.03% | Add +12.6% | 421 | $49K |
| Evergreen Private Wealth LLC | 0.02% | No change | 420 | $48K |
| Pflug Koory, LLC | 0.00% | No change | 408 | $47K |
| Hartford Financial Management Inc. | 0.01% | No change | 400 | $46K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 396 | $46K |
| DecisionPoint Financial, LLC | 0.02% | Add +24.0% | 408 | $46K |
| Hilltop National Bank | 0.01% | — | 367 | $42K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | New | 365 | $42K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 355 | $41K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +5.3% | 341 | $39K |
| Northwest Investment Counselors, LLC | 0.01% | New | 336 | $39K |
| Halpern Financial, Inc. | 0.01% | No change | 320 | $37K |
| Integrity Financial Corp | 0.02% | No change | 308 | $36K |
| IAG Wealth Partners, LLC | 0.01% | No change | 298 | $34K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -1.0% | 293 | $34K |
| Concord Wealth Partners | 0.01% | Reduce -8.6% | 256 | $30K |
| Venturi Wealth Management, LLC | 0.00% | No change | 250 | $29K |
| WFA Asset Management Corp | 0.01% | New | 250 | $29K |
| Front Row Advisors LLC | 0.01% | Add +3.5% | 237 | $27K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.4% | 233 | $27K |
| CVA Family Office, LLC | 0.00% | No change | 216 | $25K |
| Fortitude Family Office, LLC | 0.02% | Add +0.5% | 199 | $23K |
| Global Trust Asset Management, LLC | 0.01% | Add +273.6% | 198 | $23K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 199 | $21K |
| Core Wealth Advisors, Inc. | 0.01% | No change | 175 | $20K |
| JDM Financial Group LLC | 0.01% | No change | 172 | $20K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 172 | $20K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -1.8% | 167 | $19K |
| PFC Capital Group, Inc. | 0.01% | New | 170 | $19K |
| Palisade Asset Management, LLC | 0.00% | New | 164 | $19K |
| Trust Co. of Vermont | 0.00% | Reduce -54.3% | 160 | $18K |
| NewSquare Capital LLC | 0.00% | No change | 157 | $18K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 149 | $17K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.7% | 149 | $17K |
| Quent Capital, LLC | 0.00% | New | 139 | $16K |
| JNBA Financial Advisors | 0.00% | New | 128 | $15K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -50.2% | 127 | $15K |
| St Germain D J Co. Inc. | 0.00% | Add +771.4% | 122 | $14K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 117 | $13K |
| Global Assets Advisory, LLC | 0.01% | New | 113 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 112 | $13K |
| Versant Capital Management, Inc | 0.00% | No change | 111 | $13K |
| Aspire Private Capital, LLC | 0.00% | No change | 111 | $13K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 113 | $12K |
| Pacifica Partners Inc. | 0.01% | No change | 103 | $12K |
| Institutional & Family Asset Management, LLC | 0.00% | Add +40.3% | 101 | $12K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 100 | $12K |
| Resources Management Corp. /CT/ | 0.00% | No change | 99 | $11K |
| BNP Paribas Financial Markets | 0.00% | Add +550.0% | 91 | $10K |
| MV Capital Management, Inc. | 0.00% | No change | 81 | $9K |
| Mascoma Wealth Management LLC | 0.00% | No change | 81 | $9K |
| M&R Capital Management Inc. | 0.00% | No change | 71 | $8K |
| Davis Capital Management | 0.01% | No change | 67 | $8K |
| Legacies Wealth LLC | 0.01% | No change | 66 | $8K |
| Ables, Iannone, Moore & Associates, Inc. | 0.01% | No change | 65 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 63 | $7K |
| Syntax Research, Inc. | 0.01% | No change | 60 | $7K |
| Cornerstone Planning Group LLC | 0.00% | No change | 53 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 51 | $6K |
| Security National Bank | 0.00% | No change | 50 | $6K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 48 | $6K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | Add +2.4% | 43 | $5K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 39 | $4K |
| Planning Capital Management Corp | 0.00% | New | 32 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 31 | $4K |
| Spotlight Asset Group, Inc. | 0.00% | No change | 31 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 29 | $3K |
| Quantbot Technologies LP | 0.00% | New | 28 | $3K |
| WASHINGTON TRUST Co | 0.00% | Reduce -94.7% | 26 | $3K |
| Armor Investment Advisors, LLC | 0.00% | New | 20 | $2K |
| Register Financial Advisors LLC | 0.00% | Reduce -59.6% | 19 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 12 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 12 | $1K |
| Founders Capital Management | 0.00% | No change | 5 | $605 |
| Main Street Group, LTD | 0.00% | No change | 2 | $230 |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -95.2% | 1 | $114 |
| LifeSteps Financial, Inc. | 0.00% | New | 1 | $58 |
"% of holder's portfolio" is ITOT's weight in each manager's 13F, not the share of iShares Core S&P Total U.S. the manager owns.