iShares Core S&P Total U.S.ITOTETF
13F holders, Q2 2024 (June 30)1,246holders +20
91new positions
73sold out
4famous investors
$118.76avg. 13F price*
At the end of Q2 2024, 1,246 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 20 from Q1 2024. 91 opened new positions and 73 sold out. The largest holders were BlackRock Inc. ($5.8B), Wells Fargo & Company ($5.7B) and Betterment LLC ($1.5B). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $168.3M |
| Exits | 73 | $193.4M |
All 13F filers, Q1 2024 → Q2 2024: 15,616,821 shares bought and 8,061,422 shares sold, net +7,555,399 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,246 holders
| BlackRock Inc. | 0.13% | Add +12.2% | 48,759,450 | $5.8B |
| Wells Fargo & Company | 1.48% | Reduce -1.1% | 48,028,357 | $5.7B |
| Betterment LLC | 3.81% | Reduce -2.4% | 12,393,110 | $1.5B |
| Morgan Stanley | 0.10% | Reduce -0.3% | 10,589,344 | $1.3B |
| Alliancebernstein L.P. | 0.37% | Reduce -0.8% | 8,838,607 | $1.0B |
| Charles Schwab Investment Management Inc. | 0.17% | Reduce -6.8% | 7,284,683 | $865.3M |
| Wealthfront Advisers LLC | 2.77% | Add +35.3% | 6,925,616 | $822.6M |
| Bank of America Corp. | 0.07% | Add +0.3% | 5,708,126 | $678.0M |
| LPL Financial LLC | 0.28% | Add +6.0% | 4,747,308 | $563.9M |
| SigFig Wealth Management, LLC | 16.12% | Reduce -0.3% | 3,609,131 | $428.7M |
| Buckingham Strategic Wealth, LLC | 4.39% | Add +11.8% | 3,568,902 | $423.9M |
| Stifel Financial Corp. | 0.47% | Add +21.8% | 3,511,331 | $417.1M |
| Blue Trust, Inc. | 5.60% | Reduce -0.4% | 3,539,403 | $408.1M |
| Ballentine Partners, LLC | 7.17% | Add +0.2% | 3,261,383 | $387.4M |
| Cisco Systems, Inc. | 77.91% | No change | 3,112,500 | $369.7M |
| Focus Partners Advisor Solutions, LLC | 8.72% | Add +20.5% | 2,796,719 | $332.2M |
| Auto-Owners Insurance Co | 8.69% | No change | 2,767,880 | $328.8M |
| Parallel Advisors, LLC | 8.08% | Reduce -12.6% | 2,651,696 | $315.0M |
| AlTi Global, Inc. | 7.61% | Add +7.5% | 2,386,313 | $283.4M |
| Cerity Partners LLC | 0.72% | Add +0.7% | 2,219,943 | $263.7M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -4.8% | 2,194,482 | $260.7M |
| Creative Planning | 0.28% | Add +0.3% | 2,177,646 | $258.7M |
| Ameriprise Financial Inc. | 0.06% | Add +7.7% | 1,989,769 | $236.4M |
| Sentinel Trust Co. Lba | 27.34% | Reduce -2.2% | 1,872,214 | $222.4M |
| Provenance Wealth Advisors, LLC | 28.67% | Reduce -1.1% | 1,726,413 | $205.1M |
| Allworth Financial LP | 1.30% | Reduce -2.5% | 1,672,943 | $201.4M |
| Commonwealth Equity Services, LLC | 0.31% | Reduce -1.0% | 1,668,114 | $198.1M |
| Prime Capital Investment Advisors, LLC | 2.80% | Reduce -6.5% | 1,591,024 | $189.0M |
| TD Capital Management LLC | 19.44% | Reduce -1.0% | 1,564,588 | $185.8M |
| Osaic Holdings, Inc. | 0.44% | Reduce -1.1% | 1,554,635 | $184.7M |
| Royal Bank of Canada | 0.04% | Add +3.6% | 1,448,317 | $172.0M |
| Pegasus Partners Ltd. | 17.09% | Add +8.8% | 1,426,915 | $169.5M |
| Raymond James Financial Services Advisors, Inc. | 0.23% | Add +8.8% | 1,345,319 | $159.8M |
| Rock Creek Group LLC | 21.20% | Reduce -17.0% | 1,336,767 | $158.7M |
| JPMorgan Chase & Co. | 0.01% | Add +13.9% | 1,321,014 | $156.9M |
| Evensky & Katz LLC | 10.44% | Add +5.0% | 1,261,732 | $149.9M |
| UBS Group AG | 0.04% | Reduce -9.8% | 1,187,287 | $141.0M |
| Klaas Financial Asset Advisors, LLC | 25.81% | Add +23.7% | 1,185,185 | $140.8M |
| Cobblestone Capital Advisors LLC | 8.00% | Reduce -2.0% | 1,094,021 | $129.9M |
| Mariner, LLC | 0.25% | Add +0.0% | 1,091,923 | $129.7M |
| Elm Partners Management LLC | 9.59% | Reduce -2.5% | 1,051,481 | $124.9M |
| HighTower Advisors, LLC | 0.19% | Reduce -2.7% | 1,039,562 | $123.5M |
| Mesirow Financial Investment Management, Inc. | 2.64% | Add +1.4% | 988,058 | $117.4M |
| HB Wealth Management, LLC | 1.36% | Add +18.7% | 976,661 | $116.0M |
| Kingsview Wealth Management, LLC | 2.73% | Add +9.2% | 972,977 | $115.6M |
| FMR LLC | 0.01% | Add +0.1% | 920,452 | $109.3M |
| LJI Wealth Management, LLC | 23.52% | Add +5.9% | 895,214 | $106.3M |
| True Link Financial Advisors, LLC | 9.47% | Add +0.9% | 859,016 | $102.0M |
| Goldstein Advisors, LLC | 16.99% | Add +2.9% | 854,723 | $101.5M |
| Wick Capital Partners, LLC | 34.53% | New | 837,460 | $99.5M |
| Partners Capital Investment Group, LLP | 1.68% | Add +146.2% | 835,298 | $99.4M |
| Johnson Bixby & Associates, LLC | 16.59% | Add +1.9% | 833,702 | $99.0M |
| Claar Advisors LLC | 30.87% | Add +7.5% | 808,875 | $96.1M |
| Winthrop Advisory Group LLC | 12.26% | Add +6.1% | 759,451 | $90.2M |
| Duff & Phelps Investment Management Co. | 1.15% | No change | 757,615 | $90.0M |
| Reliant Wealth Planning | 38.47% | Add +0.3% | 701,978 | $83.4M |
| Zhang Financial LLC | 5.71% | Reduce -0.3% | 687,572 | $81.7M |
| Jaffetilchin Investment Partners, LLC | 6.89% | Add +0.3% | 679,599 | $80.7M |
| Macquarie Group Ltd. | 0.09% | Add +13.3% | 670,740 | $79.7M |
| Ullmann Wealth Partners Group, LLC | 11.03% | Reduce -0.7% | 651,201 | $77.3M |
| Raymond James & Associates | 0.05% | Add +1.3% | 630,173 | $74.9M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +1.2% | 617,061 | $73.3M |
| Ancora Advisors LLC | 1.79% | Add +4.2% | 608,050 | $72.2M |
| Cetera Investment Advisers | 0.16% | Reduce -5.6% | 596,503 | $70.9M |
| Stratos Investment Management, LLC | 5.69% | Add +24.6% | 578,218 | $68.7M |
| Simon Quick Advisors, LLC | 4.76% | Add +2.2% | 567,007 | $67.3M |
| Independent Order of Foresters | 40.26% | Add +2.6% | 549,619 | $65.3M |
| Heritage Wealth Advisors | 2.86% | Reduce -0.3% | 533,572 | $63.4M |
| Cresset Asset Management, LLC | 0.27% | Add +5.1% | 533,305 | $63.3M |
| Allen Investment Management, LLC | 0.77% | No change | 531,212 | $63.1M |
| US Bancorp \de | 0.08% | Add +73.3% | 516,474 | $61.3M |
| Focus Partners Wealth | 0.20% | Add +117.4% | 506,256 | $60.1M |
| Facet Wealth, Inc. | 1.84% | Reduce -6.0% | 502,967 | $60.0M |
| MML Investors Services, LLC | 0.24% | Reduce -6.0% | 501,589 | $59.6M |
| O'Brien Wealth Partners LLC | 13.01% | Reduce -48.3% | 487,332 | $57.9M |
| Truist Financial Corp. | 0.09% | Add +0.3% | 483,383 | $57.4M |
| Orion Porfolio Solutions, LLC | 0.59% | Reduce -4.0% | 474,153 | $56.3M |
| Orion Portfolio Solutions, LLC | 0.59% | Reduce -4.0% | 474,153 | $56.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.7% | 469,054 | $55.7M |
| jvl associates llc | 21.76% | Add +0.3% | 457,056 | $54.3M |
| Spectrum Strategic Capital Management, LLC | 39.17% | Reduce -3.5% | 450,887 | $53.6M |
| Cwm, LLC | 0.25% | Add +43.0% | 446,205 | $53.0M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -1.8% | 438,382 | $52.1M |
| Blair William & Co. | 0.16% | Add +3.3% | 436,369 | $51.8M |
| Vantage Financial Partners, LLC | 13.37% | Add +3.5% | 433,509 | $51.5M |
| Mercer Global Advisors Inc. | 0.14% | Add +1.4% | 418,013 | $49.6M |
| Equitable Holdings, Inc. | 0.52% | Add +4.3% | 417,543 | $49.6M |
| Forvis Mazars Wealth Advisors, LLC | 1.22% | Reduce -0.4% | 411,570 | $48.9M |
| Rehmann Capital Advisory Group | 3.24% | Reduce -3.2% | 380,979 | $45.3M |
| TRUE Private Wealth Advisors | 5.01% | Reduce -15.7% | 372,267 | $44.2M |
| Mission Wealth Management, LP | 1.20% | Reduce -2.4% | 371,081 | $44.1M |
| Crestwood Advisors Group, LLC | 0.91% | Add +5.7% | 370,732 | $44.0M |
| Kestra Advisory Services, LLC | 0.25% | Add +6.7% | 382,837 | $43.9M |
| Geneos Wealth Management Inc. | 1.93% | Add +4.1% | 365,519 | $43.4M |
| Capital Analysts, LLC | 1.90% | Add +0.5% | 362,677 | $43.1M |
| Pure Financial Advisors, LLC | 1.19% | Reduce -2.0% | 360,211 | $42.8M |
| Private Advisor Group, LLC | 0.28% | Add +10.5% | 356,889 | $42.4M |
| Truepoint, Inc. | 1.18% | Reduce -2.8% | 348,250 | $41.4M |
| Tolleson Wealth Management, Inc. | 8.15% | Add +0.2% | 347,823 | $41.3M |
| Smallwood Wealth Investment Management, LLC | 31.87% | Add +1.6% | 347,416 | $41.3M |
| Strategic Point Investment Advisors, LLC | 7.38% | Reduce -0.1% | 346,778 | $41.2M |
| BLB&B Advisors, LLC | 2.23% | Add +4.6% | 342,122 | $40.6M |
| Pathstone Holdings, LLC | 0.18% | Add +5.3% | 340,321 | $40.4M |
| Wooster Corthell Wealth Management, Inc. | 8.93% | Reduce -0.9% | 332,093 | $39.4M |
| Oikos Holdings LLC | 9.24% | Reduce -1.0% | 328,483 | $39.0M |
| Nicolet Advisory Services, LLC | 3.50% | Add +3.6% | 298,995 | $36.5M |
| Financial Designs Corp | 24.21% | Reduce -2.2% | 296,578 | $35.2M |
| Lido Advisors, LLC | 0.29% | Add +5.7% | 295,764 | $35.1M |
| Ironsides Asset Advisors, LLC | 11.66% | Reduce -0.7% | 294,986 | $35.0M |
| Regatta Capital Group, LLC | 7.41% | Add +4.6% | 289,623 | $34.4M |
| Captrust Financial Advisors | 0.11% | Reduce -0.2% | 289,241 | $34.4M |
| Eldridge Investment Advisors, Inc. | 8.50% | Reduce -0.1% | 284,208 | $33.8M |
| Corient Private Wealth LP | 0.06% | Add +2.2% | 283,546 | $33.7M |
| Valmark Advisers, Inc. | 0.56% | Reduce -7.1% | 279,211 | $33.2M |
| Caprock Group, LLC | 1.32% | Add +0.5% | 273,755 | $32.5M |
| Cigna Investments Inc. | 5.91% | Reduce -2.5% | 266,532 | $31.7M |
| Advus Financial Partners, LLC | 9.27% | Add +0.2% | 256,092 | $30.4M |
| KM Capital Management Ltd. | 15.65% | Add +1.9% | 254,668 | $30.2M |
| Pineridge Advisors LLC | 10.31% | Add +327.1% | 254,493 | $30.2M |
| NorthCoast Asset Management LLC | 0.25% | Add +2.7% | 241,972 | $28.7M |
| Monument Capital Management | 8.35% | Add +20.6% | 238,879 | $28.4M |
| Sendero Wealth Management, LLC | 4.73% | Add +0.3% | 236,651 | $28.1M |
| Legacy Private Trust Co. | 1.90% | Reduce -0.4% | 224,729 | $26.7M |
| Integrated Wealth Concepts LLC | 0.36% | Reduce -2.5% | 224,478 | $26.7M |
| Patton Albertson Miller Group, LLC | 3.78% | Reduce -3.6% | 223,701 | $26.6M |
| SVB Wealth LLC | 0.66% | Reduce -51.9% | 222,967 | $26.5M |
| Beacon Pointe Advisors, LLC | 0.31% | Reduce -5.1% | 221,649 | $26.3M |
| Legacy Financial Advisors, Inc. | 4.66% | Reduce -1.4% | 220,361 | $26.2M |
| Northeast Financial Consultants Inc | 1.20% | Add +0.0% | 219,179 | $26.0M |
| Alaska Permanent Capital Management, LLC | 2.22% | Reduce -2.4% | 218,882 | $26.0M |
| Aviso Financial Inc. | 1.43% | — | 215,766 | $25.6M |
| BCGM Wealth Management, LLC | 8.78% | Reduce -9.4% | 213,313 | $25.3M |
| Monashee Investment Management LLC | 3.27% | No change | 211,260 | $25.1M |
| United Capital Financial Advisors, LLC | 0.22% | Reduce -3.6% | 210,852 | $25.0M |
| Family Wealth Partners, LLC | 12.99% | Add +14.1% | 210,704 | $25.0M |
| Northwest Wealth Management, LLC | 6.47% | Add +29.6% | 210,315 | $25.0M |
| Life Planning Partners, Inc | 22.43% | Add +49.3% | 208,082 | $24.7M |
| Regal Investment Advisors LLC | 1.60% | Add +0.1% | 203,091 | $24.1M |
| W.G. Shaheen & Associates DBA Whitney & Co | 2.74% | Reduce -0.3% | 201,128 | $23.9M |
| JGP Wealth Management, LLC | 3.35% | Add +7.8% | 197,623 | $23.5M |
| Advisory Services Network, LLC | 0.48% | Add +16.9% | 195,509 | $23.2M |
| Astoria Strategic Wealth, Inc. | 7.11% | Reduce -0.7% | 193,401 | $23.0M |
| Cynosure Group, LLC | 3.66% | Reduce -1.0% | 191,992 | $22.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.2% | 190,031 | $22.6M |
| Benchmark Financial Wealth Advisors, LLC | 8.32% | Reduce -4.6% | 189,159 | $22.5M |
| Empower Advisory Group, LLC | 0.08% | Reduce -7.7% | 188,232 | $22.4M |
| Dohj, LLC | 5.58% | Add +2.2% | 188,104 | $22.3M |
| Catalyst Private Wealth, LLC | 11.79% | Add +55.0% | 187,699 | $22.3M |
| Financial Partners Group, Inc | 3.45% | Reduce -1.0% | 184,204 | $21.9M |
| Durante & Waters, LLC | 19.37% | Reduce -2.6% | 183,240 | $21.8M |
| NewEdge Advisors, LLC | 0.16% | Add +88.2% | 181,848 | $21.6M |
| Vantage Financial Partners Ltd., Inc. | 5.25% | Add +30.4% | 178,005 | $21.1M |
| Aletheian Wealth Advisors LLC | 10.93% | Add +4.0% | 174,597 | $20.7M |
| MontVue Capital Management, Inc. | 16.50% | Add +4.0% | 174,543 | $20.7M |
| Sweeney & Michel, LLC | 8.78% | Add +0.3% | 170,309 | $20.6M |
| Physician Wealth Advisors, Inc. | 3.79% | Reduce -2.6% | 165,743 | $20.5M |
| Cherrydale Wealth Management, LLC | 8.98% | Reduce -1.6% | 172,472 | $20.5M |
| Atria Wealth Solutions, Inc. | 0.22% | Reduce -6.5% | 169,807 | $20.2M |
| Litman Gregory Wealth Management LLC | 1.77% | Reduce -0.2% | 167,520 | $19.9M |
| IFP Advisors, Inc | 0.78% | Reduce -1.1% | 164,947 | $19.6M |
| Stokes Family Office, LLC | 2.29% | Reduce -1.1% | 164,222 | $19.5M |
| Capstone Financial Advisors, Inc. | 1.28% | Reduce -4.3% | 163,328 | $19.4M |
| Thoroughbred Financial Services, LLC | 1.29% | Add +29.8% | 162,448 | $19.3M |
| Bank of New York Mellon Corp | 0.00% | Add +12.9% | 161,970 | $19.2M |
| Robertson Stephens Wealth Management, LLC | 1.00% | Add +581.0% | 161,552 | $19.2M |
| Heritage Financial Services, LLC | 2.72% | Reduce -7.3% | 159,356 | $18.9M |
| Northern Trust Corp. | 0.00% | Add +1.0% | 158,342 | $18.8M |
| Vident Advisory, LLC | 0.52% | Add +13.2% | 157,701 | $18.7M |
| Cosner Financial Group, LLC | 12.96% | Add +2.9% | 154,322 | $18.3M |
| Aerodigm Wealth, LLC | 8.43% | Add +1.0% | 154,284 | $18.3M |
| Brookstone Capital Management | 0.30% | Reduce -4.5% | 149,213 | $18.2M |
| Brighton Jones LLC | 0.60% | Reduce -0.2% | 151,936 | $18.0M |
| Gleason Group, Inc. | 3.63% | Add +1.6% | 150,394 | $17.9M |
| Weatherly Asset Management L. P. | 1.63% | Reduce -0.3% | 150,230 | $17.8M |
| Tortoise Investment Management, LLC | 2.03% | Reduce -0.7% | 150,084 | $17.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.38% | Reduce -3.6% | 149,189 | $17.7M |
| Sax Wealth Advisors, LLC | 1.65% | Add +7.8% | 145,374 | $17.3M |
| Planned Solutions, Inc. | 8.41% | Reduce -1.2% | 144,182 | $17.1M |
| Essex Financial Services, Inc. | 1.27% | Add +94.8% | 147,056 | $17.1M |
| Friedenthal Financial | 10.54% | Add +0.3% | 142,300 | $16.9M |
| Koshinski Asset Management, Inc. | 1.56% | Add +5.2% | 139,276 | $16.8M |
| Squire Investment Management Company, LLC | 9.55% | Add +26.2% | 141,712 | $16.8M |
| Rain Capital Management, LLC | 11.61% | Reduce -2.7% | 142,622 | $16.5M |
| 1900 Wealth Management LLC | 1.54% | Reduce -36.8% | 138,403 | $16.4M |
| Avantax Advisory Services, Inc. | 0.12% | Reduce -9.9% | 136,339 | $16.2M |
| Canvas Wealth Advisors, LLC | 5.00% | Add +4.8% | 135,642 | $16.2M |
| Baird Financial Group, Inc. | 0.03% | Add +0.9% | 135,174 | $16.1M |
| Outlook Wealth Advisors, LLC | 4.98% | No change | 5,694 | $16.0M |
| Plancorp, LLC | 0.69% | Reduce -0.7% | 134,234 | $15.9M |
| PrairieView Partners, LLC | 1.78% | Add +0.1% | 133,389 | $15.8M |
| TruNorth Capital Management, LLC | 5.14% | Reduce -2.4% | 133,296 | $15.8M |
| Oakwell Private Wealth Management, LLC | 4.44% | Reduce -0.7% | 132,308 | $15.7M |
| Jones Financial Companies LLLP | 0.02% | Add +52.8% | 129,238 | $15.4M |
| Sowell Financial Services LLC | 0.73% | Reduce -3.2% | 128,231 | $15.2M |
| Comerica Bank | 0.06% | Add +1.0% | 127,754 | $15.2M |
| Peirce Capital Management, LLC | 8.03% | Reduce -0.2% | 127,738 | $15.2M |
| Asset Dedication, LLC | 1.04% | Reduce -3.3% | 126,572 | $15.0M |
| Romano Brothers and Company | 2.04% | Reduce -2.8% | 123,914 | $14.7M |
| Stevens Capital Partners | 7.59% | Reduce -1.6% | 123,857 | $14.7M |
| Wealthspire Retirement, LLC | 1.22% | Reduce -1.4% | 122,721 | $14.6M |
| Divergent Wealth Advisors | 2.82% | Reduce -1.3% | 122,678 | $14.6M |
| Moneywise, Inc. | 7.60% | Add +34.2% | 120,905 | $14.4M |
| Heck Capital Advisors, LLC | 1.75% | Reduce -1.1% | 118,327 | $14.1M |
| Greenleaf Trust | 0.13% | Reduce -0.4% | 117,809 | $14.0M |
| Choreo, LLC | 0.23% | Add +130.0% | 117,545 | $14.0M |
| DDFG, Inc | 4.29% | Reduce -0.0% | 117,016 | $13.9M |
| Boston Mountain Money Management Inc. | 9.14% | Reduce -0.3% | 116,687 | $13.9M |
| First Foundation Advisors | 0.53% | Reduce -4.9% | 115,702 | $13.7M |
| Solano Wealth Management, Inc. | 7.39% | Reduce -8.7% | 113,551 | $13.5M |
| Wealthspire Advisors, LLC | 0.17% | Add +8.6% | 112,939 | $13.4M |
| Pinnacle Financial Partners Inc | 0.28% | Add +0.3% | 111,635 | $13.3M |
| ETF Portfolio Partners, Inc. | 4.04% | Reduce -4.9% | 108,631 | $12.9M |
| Beacon Financial Group | 1.46% | Add +0.0% | 108,078 | $12.8M |
| Crescent Grove Advisors, LLC | 1.40% | Reduce -22.1% | 107,773 | $12.8M |
| Elevate Wealth Advisory, Inc. | 10.36% | Add +6.6% | 107,479 | $12.8M |
| WBH Advisory Inc. | 1.28% | Reduce -0.1% | 106,146 | $12.6M |
| Smith Shellnut Wilson LLC | 6.11% | Reduce -0.7% | 105,885 | $12.6M |
| Regent Peak Wealth Advisors LLC | 2.86% | Reduce -13.0% | 105,287 | $12.5M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -2.7% | 103,251 | $12.3M |
| Farrow Financial, Inc. | 8.24% | Add +3.1% | 101,780 | $12.1M |
| NWF Advisory Services Inc. | 1.91% | Add +7.3% | 100,780 | $12.0M |
| Glenview Trust Co | 0.24% | Add +0.5% | 100,137 | $11.9M |
| King Wealth Management Group | 1.98% | Reduce -2.4% | 99,885 | $11.9M |
| First Hawaiian Bank | 0.39% | Reduce -7.2% | 96,918 | $11.5M |
| KFA Private Wealth Group, LLC | 5.81% | Reduce -31.1% | 94,475 | $11.2M |
| Freestone Capital Holdings, LLC | 0.40% | Reduce -12.8% | 94,248 | $11.2M |
| Towercrest Capital Management | 1.84% | Add +1.2% | 94,028 | $11.2M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -4.5% | 93,900 | $11.2M |
| MAI Capital Management | 0.11% | Add +6.8% | 92,105 | $10.9M |
| Bank of Montreal | 0.00% | Add +220.6% | 91,575 | $10.9M |
| Rollins Financial Advisors, LLC | 1.87% | Reduce -1.8% | 91,851 | $10.9M |
| Roger Wittlin Investment Advisory, LLC | 6.94% | Add +7.9% | 90,992 | $10.8M |
| Waverly Advisors, LLC | 0.21% | Reduce -2.6% | 90,230 | $10.7M |
| GM Advisory Group, LLC | 0.69% | Reduce -6.5% | 89,945 | $10.7M |
| Certus Wealth Management, LLC | 8.04% | Reduce -5.8% | 89,172 | $10.6M |
| Satovsky Asset Management LLC | 2.54% | Add +1.1% | 88,967 | $10.6M |
| Sanctuary Advisors, LLC | 0.08% | — | 92,881 | $10.4M |
| Wade Financial Advisory, Inc | 3.73% | Reduce -0.1% | 87,204 | $10.4M |
| Stratos Wealth Partners, LTD. | 0.16% | Reduce -8.5% | 85,469 | $10.2M |
| Clearstead Advisors, LLC | 0.17% | Add +543.9% | 83,575 | $9.9M |
| OMNI 360 Wealth, Inc. | 7.50% | Add +9.3% | 83,156 | $9.9M |
| Allstate Corp. | 0.80% | Reduce -66.2% | 82,804 | $9.8M |
| &partners | 0.43% | Add +333.3% | 81,940 | $9.7M |
| Kestra Private Wealth Services, LLC | 0.20% | Reduce -3.2% | 81,979 | $9.7M |
| Argent Trust Co | 0.43% | Add +0.0% | 81,358 | $9.7M |
| Fulcrum Equity Management | 8.64% | Add +1801.3% | 81,015 | $9.6M |
| Baron Silver Stevens Financial Advisors, LLC | 1.83% | Reduce -2.6% | 80,557 | $9.6M |
| Independent Solutions Wealth Management, LLC | 2.15% | Add +0.3% | 79,016 | $9.4M |
| Cornell Pochily Investment Advisors, Inc. | 3.52% | Add +8.2% | 77,933 | $9.3M |
| AQR Capital Management | 0.01% | Add +7.4% | 76,271 | $9.1M |
| McElhenny Sheffield Capital Management, LLC | 3.11% | Reduce -24.2% | 75,857 | $9.0M |
| Family Manage LLC | 1.58% | Add +15.9% | 74,922 | $8.9M |
| Signature Estate & Investment Advisors LLC | 0.22% | New | 74,358 | $8.8M |
| Investors Research Corp | 2.06% | Reduce -1.3% | 74,309 | $8.8M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +1.6% | 74,267 | $8.8M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -70.8% | 74,049 | $8.8M |
| Rede Wealth, LLC | 8.04% | Add +5.7% | 73,487 | $8.7M |
| O'shaughnessy Asset Management, LLC | 0.09% | Reduce -3.2% | 71,426 | $8.5M |
| Aft, Forsyth & Sober, LLC | 2.91% | Reduce -21.7% | 71,405 | $8.5M |
| Independent Financial Group, LLC | 0.34% | Add +9.2% | 70,655 | $8.4M |
| MBA Advisors LLC | 4.25% | Reduce -7.4% | 70,038 | $8.3M |
| ORG Partners LLC | 1.02% | New | 69,061 | $8.2M |
| StoneX Group Inc. | 0.66% | Reduce -0.8% | 69,146 | $8.2M |
| Jmac Enterprises LLC | 1.44% | Reduce -0.4% | 69,085 | $8.2M |
| Sigma Planning Corp | 0.26% | Reduce -4.2% | 68,771 | $8.2M |
| Sard Wealth Management Group, LLC | 5.68% | Reduce -2.0% | 68,064 | $8.1M |
| Element Wealth, LLC | 4.52% | Add +130.4% | 67,655 | $8.0M |
| Great Valley Advisor Group, Inc. | 0.22% | Add +11.8% | 67,498 | $8.0M |
| Flow Traders U.S. LLC | 0.39% | New | 66,988 | $8.0M |
| CENTRAL TRUST Co | 0.19% | Add +0.8% | 66,368 | $7.9M |
| Fifth Third Securities, Inc. | 0.73% | Reduce -8.9% | 66,194 | $7.9M |
| Turtle Creek Wealth Advisors, LLC | 1.80% | Reduce -0.9% | 65,483 | $7.8M |
| Patriot Investment Management Group, Inc. | 0.61% | Add +2.2% | 65,388 | $7.8M |
| Concourse Financial Group Securities, Inc. | 0.47% | Reduce -0.4% | 63,779 | $7.6M |
| Amplius Wealth Advisors, LLC | 0.83% | Add +13.1% | 62,883 | $7.5M |
| Modera Wealth Management, LLC | 0.11% | Add +10.1% | 62,568 | $7.4M |
| Roble, Belko & Company, Inc | 1.24% | Add +0.7% | 62,512 | $7.4M |
| Naples Global Advisors, LLC | 0.74% | Reduce -0.8% | 62,288 | $7.4M |
| MorganRosel Wealth Management, LLC | 2.58% | Add +1.5% | 61,428 | $7.3M |
| Retirement Planning Group, LLC | 0.46% | Reduce -0.4% | 61,172 | $7.3M |
| Source Financial Advisors LLC | 2.21% | Reduce -9.9% | 60,627 | $7.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -16.1% | 60,358 | $7.2M |
| Disciplina Capital Management LLC | 1.18% | Reduce -86.1% | 139,603 | $7.2M |
| Well Done, LLC | 1.47% | Add +9.9% | 59,524 | $7.1M |
| Wealthcare Capital Management LLC | 0.75% | Reduce -35.2% | 59,381 | $7.1M |
| Grove Bank & Trust | 1.13% | No change | 59,310 | $7.0M |
| Financial Management Professionals, Inc. | 0.96% | Reduce -0.2% | 59,002 | $7.0M |
| Donor Advised Charitable Giving, Inc. | 0.16% | Add +0.3% | 58,493 | $6.9M |
| First Financial Bank - Trust Division | 0.68% | Reduce -0.2% | 58,385 | $6.9M |
| Hardy Reed LLC | 0.70% | Add +3.9% | 58,264 | $6.9M |
| Forbes J M & Co. LLP | 0.71% | Reduce -0.1% | 58,133 | $6.9M |
| Aptus Capital Advisors, LLC | 0.13% | Add +582.8% | 57,709 | $6.9M |
| Lynch & Associates | 1.54% | Add +0.6% | 57,664 | $6.8M |
| Moneco Advisors, LLC | 1.00% | Add +0.8% | 57,436 | $6.8M |
| Summit Financial, LLC | 0.31% | Reduce -5.2% | 57,421 | $6.8M |
| Global Retirement Partners, LLC | 0.21% | Reduce -6.6% | 56,630 | $6.7M |
| Grand Wealth Management, LLC | 3.97% | Reduce -0.5% | 56,324 | $6.7M |
| Ridgecrest Wealth Partners, LLC | 3.95% | Reduce -0.0% | 55,251 | $6.6M |
| Hollencrest Capital Management | 0.29% | Reduce -15.4% | 55,205 | $6.6M |
| National Philanthropic Trust | 0.13% | Reduce -15.4% | 55,205 | $6.6M |
| HBK Sorce Advisory LLC | 0.23% | Reduce -1.5% | 54,819 | $6.5M |
| Bar Harbor Wealth Management | 0.43% | Add +0.1% | 54,194 | $6.4M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.8% | 54,151 | $6.4M |
| CreativeOne Wealth, LLC | 0.32% | Reduce -17.0% | 53,678 | $6.4M |
| Doliver Advisors, LP | 1.73% | Reduce -17.0% | 52,160 | $6.2M |
| Pettinga Financial Advisors LLC | 1.54% | Add +1.0% | 51,742 | $6.1M |
| First Heartland Consultants, Inc. | 0.61% | Reduce -1.8% | 51,579 | $6.1M |
| Hassell Wealth Management, LLC | 2.73% | Add +1.2% | 51,184 | $6.1M |
| Summit Wealth Partners, LLC | 1.26% | Reduce -3.9% | 51,222 | $6.1M |
| Fairview Capital Investment Management, LLC | 0.34% | Reduce -0.2% | 51,140 | $6.1M |
| Avalon Advisory Group | 2.89% | Reduce -5.8% | 51,107 | $6.1M |
| Westwood Holdings Group Inc. | 0.05% | No change | 50,976 | $6.1M |
| Capital Planning LLC | 1.80% | Add +5.8% | 50,473 | $6.0M |
| Ironwood Financial, llc | 1.34% | Add +4.2% | 50,288 | $6.0M |
| Endowment Wealth Management, Inc. | 4.32% | Add +2.4% | 49,926 | $5.9M |
| Chicago Partners Investment Group LLC | 0.23% | Reduce -9.3% | 49,395 | $5.9M |
| SCS Capital Management LLC | 0.12% | Reduce -9.6% | 49,429 | $5.9M |
| Debussy Capital Management LP | 1.66% | Reduce -0.9% | 49,046 | $5.8M |
| OneDigital Investment Advisors LLC | 0.07% | Add +66.4% | 48,208 | $5.7M |
| Gateway Advisory, LLC | 0.97% | Add +6.4% | 47,938 | $5.7M |
| JSF Financial, LLC | 1.74% | Reduce -7.0% | 47,710 | $5.7M |
| Bank of Hawaii | 0.26% | Reduce -0.4% | 47,522 | $5.6M |
| Dynamic Advisor Solutions LLC | 0.17% | Add +11.8% | 46,574 | $5.5M |
| GeoWealth Management, LLC | 0.24% | Reduce -13.6% | 46,206 | $5.5M |
| Matthew Goff Investment Advisor, LLC | 1.11% | Reduce -5.5% | 45,987 | $5.5M |
| Hudock, Inc. | 1.01% | Add +1.5% | 45,814 | $5.4M |
| Tsfg, LLC | 1.26% | Reduce -0.9% | 45,385 | $5.4M |
| Principal Securities, Inc. | 0.15% | Add +0.6% | 44,550 | $5.3M |
| Dakota Wealth Management | 0.12% | Add +10.3% | 44,200 | $5.3M |
| Ferguson Wellman Capital Management, Inc. | 0.11% | Reduce -0.2% | 44,184 | $5.2M |
| Morling Financial Advisors, LLC | 2.28% | Reduce -14.2% | 43,952 | $5.2M |
| Sheets Smith Wealth Management | 0.62% | Add +0.1% | 43,809 | $5.2M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Reduce -6.1% | 43,690 | $5.2M |
| Strategic Equity Management | 3.38% | Add +20.1% | 43,620 | $5.2M |
| Retirement Capital Strategies | 2.07% | Add +9.6% | 43,511 | $5.2M |
| Sutton Place Investors LLC | 3.44% | Add +7.7% | 43,485 | $5.2M |
| Twin Focus Capital Partners, LLC | 0.82% | Add +191.6% | 43,280 | $5.1M |
| Accurate Wealth Management, LLC | 1.23% | Add +1974.2% | 41,650 | $5.1M |
| FAS Wealth Partners, Inc. | 0.44% | Reduce -1.1% | 42,395 | $5.0M |
| Merit Financial Group, LLC | 0.11% | Reduce -3.3% | 42,170 | $5.0M |
| Flagship Private Wealth, LLC | 2.90% | Add +11.9% | 41,175 | $4.9M |
| FinTrust Capital Advisors, LLC | 0.89% | Add +0.2% | 40,995 | $4.9M |
| Claris Advisors, LLC / Mo / | 2.50% | Add +4.0% | 40,866 | $4.9M |
| Franklin Resources Inc. | 0.00% | Reduce -1.6% | 39,962 | $4.7M |
| Investment Advisory Group, LLC | 1.80% | Add +0.9% | 39,316 | $4.7M |
| Bradley & Co. Private Wealth Management, LLC | 3.41% | No change | 38,772 | $4.6M |
| BlackDiamond Wealth Management, LLC | 2.99% | Add +4.1% | 39,054 | $4.5M |
| Fonville Wealth Management LLC | 1.80% | Reduce -0.1% | 38,200 | $4.5M |
| Tudor Investment Corporation | 0.05% | Add +1036.8% | 37,845 | $4.5M |
| Snowden Capital Advisors LLC | 0.13% | Add +0.1% | 37,679 | $4.5M |
| Cibc World Market Inc. | 0.01% | Reduce -57.0% | 37,623 | $4.5M |
| Opus Investment Management Inc. | 2.87% | Add +0.9% | 37,479 | $4.5M |
| Vontobel Holding Ltd. | 0.01% | Reduce -2.2% | 37,449 | $4.4M |
| Capital Advisors, Ltd. LLC | 0.57% | Reduce -0.0% | 37,111 | $4.4M |
| Johnson Investment Counsel Inc. | 0.05% | Add +5.6% | 36,191 | $4.3M |
| Libra Wealth LLC | 1.84% | Reduce -0.5% | 35,764 | $4.2M |
| LCNB Corp. | 1.58% | Add +6.0% | 35,500 | $4.2M |
| Farther Finance Advisors, LLC | 0.20% | Add +0.6% | 35,111 | $4.2M |
| NYL Investors LLC | 0.30% | Add +3.2% | 35,094 | $4.2M |
| Allie Family Office LLC | 2.48% | No change | 34,686 | $4.1M |
| Wealth Management Associates, Inc. | 1.92% | No change | 34,445 | $4.1M |
| Kraft Asset Management, LLC | 3.43% | Add +0.0% | 34,315 | $4.1M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Add +5.0% | 34,167 | $4.1M |
| LVZ, Inc. | 0.55% | Add +47.8% | 34,155 | $4.1M |
| Sentinel Pension Advisors, LLC | 0.84% | Add +0.4% | 34,138 | $4.1M |
| Apella Capital, LLC | 0.18% | Reduce -2.1% | 33,349 | $4.0M |
| Private Capital Management LLC | 0.80% | Reduce -0.6% | 33,933 | $4.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.9% | 33,804 | $4.0M |
| MA Private Wealth | 0.79% | Reduce -11.8% | 33,566 | $4.0M |
| Up Strategic Wealth Investment Advisors LLC | 5.97% | No change | 33,172 | $3.9M |
| Rather & Kittrell, Inc. | 1.08% | Reduce -3.0% | 32,955 | $3.9M |
| Lazard Asset Management LLC | 0.01% | No change | 32,865 | $3.9M |
| Avior Wealth Management, LLC | 0.17% | Add +20.6% | 32,773 | $3.9M |
| Soltis Investment Advisors LLC | 0.41% | Reduce -2.9% | 32,583 | $3.9M |
| Arax Advisory Partners | 0.38% | Reduce -2.0% | 32,563 | $3.9M |
| Bernardo Wealth Planning LLC | 1.04% | Add +77.3% | 32,446 | $3.9M |
| Sunbelt Securities, Inc. | 0.39% | Add +3.1% | 32,256 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +12.6% | 31,801 | $3.8M |
| Private Trust Co. NA | 0.41% | Add +4.7% | 31,729 | $3.8M |
| Bordeaux Wealth Advisors LLC | 0.72% | No change | 31,674 | $3.8M |
| Montecito Bank & Trust | 0.76% | Add +2.5% | 31,608 | $3.8M |
| Western Wealth Management, LLC | 0.28% | Reduce -2.7% | 31,582 | $3.8M |
| Glen Eagle Advisors, LLC | 0.69% | Add +2.6% | 31,550 | $3.7M |
| Legacy Financial Group LLC | 0.72% | Add +10.4% | 30,995 | $3.7M |
| TFO Wealth Partners, LLC | 0.72% | Reduce -0.5% | 30,994 | $3.7M |
| Sigma Investment Counselors Inc. | 0.23% | Add +19.2% | 30,661 | $3.6M |
| Wedmont Private Capital | 0.23% | Reduce -0.8% | 29,353 | $3.6M |
| VestGen Investment Management | 1.04% | Add +0.6% | 29,678 | $3.5M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -8.2% | 29,016 | $3.4M |
| Composition Wealth, LLC | 0.08% | Reduce -8.9% | 28,881 | $3.4M |
| CFS Investment Advisory Services, LLC | 0.27% | New | 28,241 | $3.4M |
| Bessemer Group Inc. | 0.01% | No change | 28,149 | $3.3M |
| Symphony Financial Services, Inc. | 2.82% | — | 27,136 | $3.3M |
| Summit Trail Advisors, LLC | 0.09% | No change | 27,595 | $3.3M |
| Citigroup Inc. | 0.00% | Add +6.0% | 27,568 | $3.3M |
| Forte Asset Management LLC | 1.92% | Add +0.3% | 27,345 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +6.0% | 27,272 | $3.2M |
| Glass Jacobson Investment Advisors llc | 1.17% | Reduce -5.8% | 27,104 | $3.2M |
| Prospera Financial Services Inc | 0.09% | Reduce -7.6% | 27,085 | $3.2M |
| Ieq Capital, LLC | 0.04% | Add +138.3% | 26,803 | $3.2M |
| PFG Advisors | 0.21% | Add +1.1% | 26,740 | $3.2M |
| Modern Wealth Management, LLC | 0.23% | New | 26,412 | $3.1M |
| TFC Financial Management, Inc. | 0.55% | Reduce -4.5% | 26,398 | $3.1M |
| Park Avenue Securities LLC | 0.04% | Add +12.2% | 26,254 | $3.1M |
| Capital Market Strategies LLC | 1.98% | Reduce -0.5% | 26,210 | $3.1M |
| Joel Isaacson & Co., LLC | 0.16% | Reduce -0.3% | 25,865 | $3.1M |
| Savant Capital, LLC | 0.03% | Add +14.2% | 25,747 | $3.1M |
| Choate Investment Advisors | 0.08% | Add +1.9% | 25,713 | $3.1M |
| Tyler-Stone Wealth Management | 1.25% | Add +0.1% | 25,427 | $3.0M |
| Sage Mountain Advisors LLC | 0.28% | Add +0.1% | 25,386 | $3.0M |
| Diversified Portfolios, Inc. | 0.39% | Add +3.7% | 25,129 | $3.0M |
| CPC Advisors, LLC | 0.49% | Reduce -11.6% | 24,899 | $3.0M |
| Silvia McColl Wealth Management, LLC | 2.44% | No change | 24,800 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +3.2% | 24,671 | $2.9M |
| Jefferies Financial Group Inc. | 0.06% | Add +0.0% | 24,621 | $2.9M |
| Callan Family Office, LLC | 0.56% | Add +4.3% | 24,575 | $2.9M |
| RFG Advisory, LLC | 0.09% | Reduce -6.8% | 24,497 | $2.9M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Reduce -0.2% | 24,477 | $2.9M |
| Elevation Point Wealth Partners, LLC | 0.23% | Reduce -2.9% | 24,287 | $2.9M |
| Samalin Investment Counsel, LLC | 1.34% | Add +8.9% | 24,185 | $2.9M |
| Carr Financial Group Corp | 0.91% | Add +1.9% | 24,055 | $2.9M |
| Virtue Capital Management, LLC | 0.49% | Add +5.7% | 23,458 | $2.9M |
| Certuity, LLC | 0.23% | Reduce -12.8% | 24,001 | $2.9M |
| Quadrant Private Wealth Management, LLC | 0.64% | Reduce -34.4% | 23,571 | $2.8M |
| Stephens Inc. | 0.04% | Add +0.8% | 23,503 | $2.8M |
| Brown Advisory Inc. | 0.00% | Add +5.4% | 23,459 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -1.9% | 23,340 | $2.8M |
| Aspiriant, LLC | 0.11% | Add +1.1% | 23,325 | $2.8M |
| RFP Financial Group LLC | 1.02% | Add +5.9% | 23,261 | $2.8M |
| Townsquare Capital LLC | 0.04% | Add +55.9% | 22,896 | $2.7M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -9.2% | 22,784 | $2.7M |
| Buttonwood Financial Advisors Inc. | 1.27% | Reduce -1.2% | 22,683 | $2.7M |
| Tenon Financial LLC | 2.09% | Add +1.9% | 22,540 | $2.7M |
| SC&H Financial Advisors, Inc. | 0.65% | Reduce -1.0% | 22,374 | $2.7M |
| Kelly Financial Services LLC | 0.95% | Add +2.2% | 22,370 | $2.7M |
| Sunpointe, LLC | 1.71% | Add +670.4% | 22,148 | $2.6M |
| Tiaa Trust, National Association | 0.01% | Add +2.4% | 22,117 | $2.6M |
| Oxford Financial Group, LTD. LLC | 0.17% | Add +18.4% | 21,729 | $2.6M |
| N.E.W. Advisory Services LLC | 0.28% | Reduce -3.5% | 21,646 | $2.6M |
| Gries Financial LLC | 0.53% | Add +0.8% | 21,571 | $2.6M |
| Rf&l Wealth Management, LLC | 1.93% | Add +6.4% | 21,344 | $2.5M |
| Realta Investment Advisors | 0.49% | Reduce -1.7% | 21,217 | $2.5M |
| Agf Management Ltd. | 0.01% | Reduce -3.4% | 21,185 | $2.5M |
| Fiduciary Alliance LLC | 0.41% | Add +5.4% | 20,840 | $2.5M |
| Alliance Wealth Management Group | 0.71% | Add +8.1% | 20,962 | $2.5M |
| Able Wealth Management LLC | 2.04% | Reduce -15.8% | 20,888 | $2.5M |
| Talisman Wealth Advisors LLC | 2.86% | Add +0.2% | 20,810 | $2.5M |
| Snider Financial Group | 0.95% | Reduce -4.4% | 20,800 | $2.5M |
| Maltin Wealth Management, Inc. | 1.32% | Add +4.0% | 20,767 | $2.5M |
| Northwest Bancshares, Inc. | 0.42% | Reduce -1.9% | 20,764 | $2.5M |
| First National Bank & Trust Co. of Newtown | 0.50% | No change | 20,745 | $2.5M |
| Great Point Wealth Advisors, LLC | 0.56% | Reduce -3.6% | 20,510 | $2.4M |
| TKG Advisors, LLC | 1.32% | Add +0.0% | 20,484 | $2.4M |
| AdvisorNet Financial, Inc | 0.22% | Reduce -4.6% | 20,196 | $2.4M |
| Greenline Partners, LLC | 0.36% | Add +328.2% | 20,088 | $2.4M |
| IHT Wealth Management, LLC | 0.09% | Reduce -6.8% | 20,009 | $2.4M |
| Quad-Cities Investment Group, LLC | 1.31% | Add +1.5% | 19,899 | $2.4M |
| Phillips Financial Management, LLC | 0.19% | Reduce -12.1% | 19,890 | $2.4M |
| Ritholtz Wealth Management | 0.08% | Reduce -4.6% | 19,657 | $2.3M |
| Prosperity Planning, Inc. | 0.79% | Reduce -0.1% | 19,449 | $2.3M |
| Kovack Advisors, Inc. | 0.25% | New | 19,292 | $2.3M |
| Insigneo Advisory Services, LLC | 0.26% | Add +12.9% | 20,181 | $2.3M |
| Cascade Financial Partners, LLC | 0.30% | Reduce -0.1% | 19,125 | $2.3M |
| Mutual Advisors, LLC | 0.07% | Add +9.0% | 18,846 | $2.3M |
| Associated Banc-Corp | 0.07% | Reduce -6.4% | 18,832 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +48.7% | 18,627 | $2.2M |
| Mayflower Financial Advisors, LLC | 0.36% | Reduce -4.0% | 18,500 | $2.2M |
| M&T Bank Corp | 0.01% | No change | 18,476 | $2.2M |
| Sowa Financial Group, Inc. | 1.66% | Reduce -21.2% | 18,414 | $2.2M |
| ZWJ Investment Counsel Inc. | 0.10% | Reduce -2.6% | 18,408 | $2.2M |
| Sinecera Capital, LLC | 2.99% | Reduce -18.0% | 16,431 | $2.2M |
| Sage Financial Group Inc. | 0.19% | Add +4.4% | 18,295 | $2.2M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.6% | 18,111 | $2.2M |
| Wealth Group Ltd | 0.65% | Reduce -56.2% | 18,035 | $2.1M |
| Fidelis Capital Partners, LLC | 0.30% | Reduce -1.0% | 18,423 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | Add +19183.5% | 17,548 | $2.1M |
| Cherry Tree Wealth Management, LLC | 0.52% | Add +0.7% | 17,261 | $2.1M |
| Klingman & Associates, LLC | 0.14% | Reduce -0.8% | 17,247 | $2.0M |
| Grey Ledge Advisors, LLC | 0.56% | Add +2.0% | 17,206 | $2.0M |
| Archer Investment Corp | 0.60% | Add +0.0% | 17,201 | $2.0M |
| Summit Global Investments | 0.15% | Reduce -1.7% | 17,166 | $2.0M |
| Sand Hill Global Advisors, LLC | 0.09% | New | 17,159 | $2.0M |
| Two Sigma Securities, LLC | 0.10% | New | 17,158 | $2.0M |
| Norris Perne & French LLP | 0.15% | Add +306.2% | 17,123 | $2.0M |
| Peak Financial Management, Inc. | 0.63% | Add +0.3% | 17,072 | $2.0M |
| Valeo Financial Advisors, LLC | 0.06% | Reduce -0.0% | 16,904 | $2.0M |
| Hamilton Capital, LLC | 0.15% | No change | 16,835 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +80.8% | 16,799 | $2.0M |
| Aaron Wealth Advisors LLC | 0.28% | Reduce -9.8% | 16,795 | $2.0M |
| Geller Advisors LLC | 0.15% | Add +0.8% | 16,753 | $2.0M |
| Cardiff Park Advisors, LLC | 0.19% | Add +0.3% | 16,481 | $2.0M |
| Tranquility Partners, LLC | 0.75% | Add +1.8% | 16,401 | $1.9M |
| AE Wealth Management LLC | 0.02% | Reduce -14.1% | 16,397 | $1.9M |
| Engineers Gate Manager LP | 0.04% | New | 16,392 | $1.9M |
| Claro Advisors Inc. | 0.30% | Add +7.7% | 16,391 | $1.9M |
| Farmers & Merchants Investments Inc. | 0.06% | Reduce -13.7% | 16,313 | $1.9M |
| Essex Bank | 0.52% | Add +75.6% | 16,298 | $1.9M |
| Raymond James Trust N.A. | 0.05% | Add +3.8% | 16,246 | $1.9M |
| Millennium Management | 0.00% | Add +87.1% | 16,108 | $1.9M |
| Destiny Wealth Partners, LLC | 0.34% | No change | 16,088 | $1.9M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +7.4% | 16,007 | $1.9M |
| BIP Wealth, LLC | 0.15% | Reduce -14.3% | 15,810 | $1.9M |
| Wealth Effects LLC | 0.68% | Reduce -0.9% | 15,751 | $1.9M |
| Keybank National Association | 0.01% | No change | 15,743 | $1.9M |
| Daymark Wealth Partners, LLC | 0.09% | Add +144.5% | 15,723 | $1.9M |
| ShoreHaven Wealth Partners, LLC | 0.98% | Reduce -0.0% | 15,673 | $1.9M |
| Apollon Financial, LLC | 0.60% | No change | 15,605 | $1.9M |
| Whitcomb & Hess, Inc. | 0.58% | Reduce -0.5% | 15,586 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.38% | Add +11.3% | 17,540 | $1.8M |
| Guidance Point Advisors, LLC | 0.60% | Add +0.0% | 15,491 | $1.8M |
| Dopkins Wealth Management, LLC | 1.12% | Add +22.7% | 15,477 | $1.8M |
| Alta Wealth Advisors LLC | 0.91% | Reduce -0.4% | 15,428 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +4.3% | 15,319 | $1.8M |
| Patten Group, Inc. | 0.43% | Add +4.3% | 15,283 | $1.8M |
| Centerpoint Advisors, LLC | 0.65% | Add +6.2% | 15,262 | $1.8M |
| Summit X, LLC | 0.41% | Add +15.8% | 15,173 | $1.8M |
| Columbus Macro, LLC | 0.70% | Reduce -0.9% | 15,013 | $1.8M |
| Almanack Investment Partners, LLC. | 0.30% | No change | 15,013 | $1.8M |
| Blueprint Investment Partners LLC | 0.38% | Reduce -9.8% | 14,950 | $1.8M |
| World Investment Advisors | 0.11% | New | 14,947 | $1.8M |
| KOM Wealth Management Group, LLC | 1.65% | Reduce -0.1% | 14,880 | $1.8M |
| Rosenberg Matthew Hamilton | 0.52% | Reduce -7.9% | 14,847 | $1.8M |
| SFG Wealth Management, LLC. | 0.99% | Reduce -0.9% | 14,644 | $1.7M |
| Pinnacle Family Advisors, LLC | 0.96% | Reduce -5.6% | 14,621 | $1.7M |
| Lauterbach Financial Advisors, LLC | 1.14% | Add +3.3% | 14,866 | $1.7M |
| GSG Advisors LLC | 0.61% | Add +0.0% | 14,564 | $1.7M |
| Parkside Investments, LLC | 0.27% | No change | 14,519 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.37% | Add +1.5% | 14,503 | $1.7M |
| Spire Wealth Management | 0.06% | Reduce -11.1% | 14,399 | $1.7M |
| NewEdge Wealth, LLC | 0.04% | No change | 14,315 | $1.7M |
| Northwest Capital Management Inc | 0.62% | Reduce -33.0% | 14,305 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.20% | Add +1.3% | 14,265 | $1.7M |
| TBH Global Asset Management, LLC | 0.37% | Reduce -28.3% | 14,162 | $1.7M |
| Icon Wealth Advisors, LLC | 0.15% | Add +0.5% | 13,862 | $1.7M |
| Level Four Advisory Services, LLC | 0.08% | Reduce -4.2% | 14,115 | $1.7M |
| Eagle Bluffs Wealth Management LLC | 0.97% | Add +0.4% | 14,082 | $1.7M |
| Kings Path Partners LLC | 0.79% | — | 14,045 | $1.7M |
| Hoxton Planning & Management, LLC | 0.77% | Add +3.0% | 14,027 | $1.7M |
| Trivium Point Advisory, LLC | 0.25% | Reduce -0.5% | 14,013 | $1.7M |
| Axxcess Wealth Management, LLC | 0.05% | Add +5.7% | 13,913 | $1.7M |
| Financial Advocates Investment Management | 0.10% | Reduce -16.0% | 13,764 | $1.6M |
| Blue Fin Capital, Inc. | 0.32% | Add +14.1% | 13,668 | $1.6M |
| WJ Wealth Management, LLC | 0.59% | Add +1.2% | 13,639 | $1.6M |
| Whitaker-Myers Wealth Managers, LTD. | 0.60% | Reduce -6.4% | 13,627 | $1.6M |
| Pioneer Trust Bank N A | 0.44% | Reduce -4.3% | 13,615 | $1.6M |
| Signaturefd, LLC | 0.03% | Add +4.2% | 13,472 | $1.6M |
| Westside Investment Management, Inc. | 0.36% | Add +7.2% | 13,420 | $1.6M |
| Tarbox Family Office, Inc. | 0.28% | Reduce -27.5% | 13,374 | $1.6M |
| SageView Advisory Group, LLC | 0.10% | Reduce -81.1% | 13,310 | $1.6M |
| Abound Wealth Management | 0.58% | Reduce -0.6% | 13,302 | $1.6M |
| FourThought Financial Partners, LLC | 0.20% | No change | 13,260 | $1.6M |
| Stephenson & Company, Inc. | 1.16% | No change | 13,202 | $1.6M |
| Magnolia Capital Advisors LLC | 0.87% | New | 13,074 | $1.6M |
| Quantinno Capital Management LP | 0.03% | Reduce -12.5% | 12,769 | $1.5M |
| Vanguard Group Inc. | 0.00% | Add +33.0% | 12,753 | $1.5M |
| Correct Capital Wealth Management | 0.35% | Add +25.9% | 12,723 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +7.5% | 12,666 | $1.5M |
| Family Asset Management, LLC | 0.96% | Reduce -9.7% | 12,576 | $1.5M |
| Schrum Private Wealth Management LLC | 1.33% | Add +10.4% | 12,422 | $1.5M |
| Optivise Advisory Services LLC | 0.80% | — | 12,419 | $1.5M |
| PFG Investments, LLC | 0.10% | Reduce -1.3% | 12,340 | $1.5M |
| Spectrum Wealth Counsel, LLC | 0.18% | Reduce -0.0% | 12,223 | $1.5M |
| Gryphon Financial Partners LLC | 0.22% | Reduce -0.2% | 12,219 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.24% | Add +0.9% | 12,084 | $1.4M |
| Hobbs Group Advisors, LLC | 0.54% | — | 11,994 | $1.4M |
| Schechter Investment Advisors, LLC | 0.11% | No change | 11,973 | $1.4M |
| My Personal CFO, LLC | 0.76% | No change | 11,967 | $1.4M |
| Compound Planning, Inc. | 0.10% | Reduce -50.2% | 11,857 | $1.4M |
| Cahaba Wealth Management, Inc. | 0.12% | Reduce -3.8% | 11,796 | $1.4M |
| Meridian Wealth Partners, LLC | 0.25% | Reduce -2.3% | 11,746 | $1.4M |
| CIC Wealth, LLC | 0.38% | Reduce -1.0% | 11,679 | $1.4M |
| VCI Wealth Management LLC | 0.68% | Add +52.2% | 11,581 | $1.4M |
| Robinson Smith Wealth Advisors LLC | 1.21% | No change | 11,552 | $1.4M |
| Professional Financial Advisors, LLC | 0.38% | Reduce -0.6% | 11,492 | $1.4M |
| Financial Consulate, Inc. | 0.40% | No change | 11,427 | $1.4M |
| Hemington Wealth Management | 0.46% | No change | 11,403 | $1.4M |
| Bogart Wealth, LLC | 0.07% | Add +7.7% | 11,381 | $1.4M |
| Coordinated Financial Services, Inc. | 1.17% | Reduce -3.8% | 11,332 | $1.3M |
| Cassady Schiller Wealth Management, LLC | 0.54% | No change | 11,232 | $1.3M |
| Integrated Advisors Network LLC | 0.07% | Add +1.8% | 11,194 | $1.3M |
| Westmount Partners, LLC | 0.44% | Add +5.9% | 11,163 | $1.3M |
| Weaver Consulting Group | 0.46% | No change | 11,025 | $1.3M |
| Beacon Financial Advisory LLC | 0.49% | Add +229.6% | 11,023 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -3.5% | 10,970 | $1.3M |
| Foguth Wealth Management, LLC. | 0.57% | Add +47.5% | 10,938 | $1.3M |
| Legacy Advisors, LLC | 0.16% | No change | 10,867 | $1.3M |
| Clarity Asset Management, Inc. | 0.91% | Add +0.5% | 10,817 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +582.3% | 10,773 | $1.3M |
| San Luis Wealth Advisors LLC | 0.31% | New | 10,739 | $1.3M |
| Drucker Wealth 3.0, LLC | 0.34% | — | 10,728 | $1.3M |
| Clear Creek Financial Management, LLC | 0.15% | Add +34.5% | 10,608 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +6.5% | 10,562 | $1.3M |
| Milestone Asset Management, LLC | 0.31% | Reduce -0.4% | 10,383 | $1.2M |
| Cahill Financial Advisors Inc. | 0.17% | Add +0.1% | 10,359 | $1.2M |
| Compass Ion Advisors, LLC | 0.18% | No change | 10,668 | $1.2M |
| Marino, Stram & Associates LLC | 0.30% | No change | 10,272 | $1.2M |
| Sovereign Financial Group, Inc. | 0.30% | Reduce -2.0% | 10,248 | $1.2M |
| Accredited Investors Inc. | 0.08% | Reduce -0.5% | 10,168 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.2% | 10,129 | $1.2M |
| AMG National Trust Bank | 0.03% | Add +198.5% | 10,101 | $1.2M |
| National Bank of Canada | 0.00% | Add +0.3% | 10,060 | $1.2M |
| Index Fund Advisors, Inc. | 0.07% | No change | 10,044 | $1.2M |
| Tanglewood Legacy Advisors, LLC | 0.56% | Add +0.3% | 10,027 | $1.2M |
| Bokf, NA | 0.02% | Add +2.8% | 9,999 | $1.2M |
| Wolff Wiese Magana LLC | 0.94% | No change | 9,926 | $1.2M |
| Sugarloaf Wealth Management, LLC | 0.21% | Reduce -11.6% | 9,922 | $1.2M |
| Aspen Wealth Management LLC | 0.41% | New | 9,867 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -5.4% | 9,862 | $1.2M |
| Sugar Maple Asset Management, LLC | 1.12% | Reduce -0.6% | 9,771 | $1.2M |
| Sprinkle Financial Consultants LLC | 0.91% | Add +0.3% | 9,688 | $1.2M |
| Fielder Capital Group LLC | 0.44% | New | 9,685 | $1.2M |
| Smithfield Trust Co | 0.06% | Reduce -5.0% | 9,596 | $1.1M |
| Brooklyn FI, LLC | 0.44% | Reduce -1.9% | 9,530 | $1.1M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -85.9% | 9,522 | $1.1M |
| Mather Group, Llc. | 0.01% | Reduce -10.5% | 9,807 | $1.1M |
| Orgel Wealth Management, LLC | 0.03% | No change | 9,513 | $1.1M |
| Signature Wealth Management Partners, LLC | 0.86% | Add +1.8% | 9,481 | $1.1M |
| Adams Wealth Management | 0.26% | Reduce -30.1% | 9,434 | $1.1M |
| CacheTech Inc. | 0.26% | — | 9,434 | $1.1M |
| Chicago Capital, LLC | 0.03% | No change | 9,418 | $1.1M |
| Somerset Trust Co | 0.46% | No change | 9,385 | $1.1M |
| NDVR, Inc. | 1.16% | Reduce -0.1% | 9,368 | $1.1M |
| Fisher Asset Management | 0.00% | New | 9,285 | $1.1M |
| Fortis Group Advisors, LLC | 0.22% | New | 9,272 | $1.1M |
| VeraBank, N.A. | 0.34% | No change | 9,216 | $1.1M |
| Pathway Financial Advisors LLC | 0.30% | No change | 9,200 | $1.1M |
| Visionary Wealth Advisors | 0.07% | Add +14.5% | 9,147 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | No change | 9,137 | $1.1M |
| Headlands Technologies LLC | 0.12% | Add +606.3% | 9,132 | $1.1M |
| Oakworth Capital, Inc. | 0.08% | Add +17.0% | 9,066 | $1.1M |
| MN Wealth Advisors, LLC | 0.62% | Add +2.7% | 8,989 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +4.9% | 8,980 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.17% | No change | 8,952 | $1.1M |
| Southeast Asset Advisors, LLC | 0.13% | Reduce -0.2% | 8,916 | $1.1M |
| Financial Counselors Inc. | 0.02% | Add +36.7% | 8,866 | $1.1M |
| Regency Capital Management Inc.\DE | 0.67% | Reduce -20.0% | 8,801 | $1.0M |
| TD Private Client Wealth LLC | 0.03% | Add +47.6% | 8,731 | $1.0M |
| Mayport, LLC | 0.37% | Add +3.8% | 8,710 | $1.0M |
| Silver Oak Securities, Incorporated | 0.15% | Add +6.4% | 8,678 | $1.0M |
| Keystone Wealth Services, LLC | 0.32% | Add +0.0% | 8,574 | $1.0M |
| First Horizon Advisors, Inc. | 0.03% | Add +8.5% | 8,430 | $1.0M |
| Merriman Wealth Management, LLC | 0.04% | Reduce -4.2% | 8,391 | $997K |
| Fort Pitt Capital Group, LLC | 0.03% | Reduce -3.3% | 8,374 | $995K |
| WealthCollab, LLC | 0.71% | Reduce -0.1% | 8,314 | $988K |
| Wedbush Securities Inc. | 0.04% | Reduce -5.9% | 8,276 | $983K |
| LexAurum Advisors, LLC | 0.24% | Add +0.2% | 8,257 | $981K |
| Apexium Financial, LP | 0.07% | No change | 8,188 | $973K |
| Cooper Financial Group | 0.14% | Add +1.9% | 8,188 | $973K |
| Vertex Planning Partners, LLC | 0.25% | Reduce -14.1% | 8,152 | $968K |
| Meridian Management Co. | 0.26% | No change | 8,100 | $962K |
| Willow Creek Wealth Management Inc. | 0.11% | Add +3.3% | 8,099 | $962K |
| Bouvel Investment Partners, LLC | 0.37% | Reduce -2.2% | 8,061 | $957K |
| Johnson Financial Group, Inc. | 0.05% | Reduce -18.1% | 8,055 | $957K |
| Regions Financial Corp. | 0.01% | Reduce -5.9% | 8,026 | $953K |
| Corrado Advisors, LLC | 0.61% | Add +0.1% | 7,994 | $950K |
| Sound Stewardship, LLC | 0.58% | Reduce -0.6% | 7,980 | $948K |
| Vicus Capital | 0.09% | Reduce -1.7% | 7,976 | $947K |
| Institute for Wealth Management, LLC. | 0.13% | Add +7.5% | 7,957 | $945K |
| PCA Investment Advisory Services Inc. | 0.49% | Reduce -4.1% | 7,941 | $943K |
| Greenhouse Wealth Management, LLC | 0.69% | Add +0.3% | 7,927 | $942K |
| Madison Wealth Partners, Inc | 0.32% | Add +12.9% | 7,865 | $934K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.9% | 7,850 | $932K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -10.9% | 7,664 | $927K |
| Cypress Capital Group | 0.11% | No change | 7,779 | $924K |
| Flagship Harbor Advisors, LLC | 0.06% | Add +70.5% | 7,739 | $919K |
| Texas Capital Bank Wealth Management Services Inc | 0.10% | No change | 7,704 | $915K |
| Capital City Trust Co. | 0.25% | New | 7,692 | $914K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 7,683 | $913K |
| Money Concepts Capital Corp. | 0.08% | Reduce -4.6% | 7,656 | $909K |
| Carolinas Wealth Consulting LLC | 0.18% | Reduce -11.9% | 7,656 | $909K |
| PBMares Wealth Management LLC | 0.22% | No change | 7,615 | $905K |
| Financial Sense Advisors, Inc. | 0.28% | New | 7,558 | $898K |
| Jackson Thornton Wealth Management, LLC | 0.14% | Add +9.5% | 7,556 | $897K |
| Falcon Wealth Planning | 0.12% | Reduce -0.0% | 7,504 | $891K |
| Edge Capital Group, LLC | 0.04% | No change | 7,501 | $891K |
| Windsor Capital Management, LLC | 0.28% | Add +6.8% | 7,482 | $889K |
| Galvin, Gaustad & Stein, LLC | 0.08% | Reduce -5.4% | 7,482 | $889K |
| Transcend Capital Advisors, LLC | 0.06% | Add +40.5% | 7,466 | $887K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -2.3% | 7,465 | $887K |
| Pasadena Private Wealth, LLC | 0.20% | Add +13.5% | 7,460 | $886K |
| Csenge Advisory Group | 0.05% | Add +24.4% | 7,390 | $878K |
| Pacific Capital Wealth Advisors, Inc. | 0.16% | No change | 7,354 | $874K |
| Madden Advisory Services, Inc. | 0.43% | Add +3.8% | 7,201 | $855K |
| GC Wealth Management RIA, LLC | 0.17% | No change | 7,176 | $852K |
| Sfmg, LLC | 0.07% | Reduce -0.2% | 7,174 | $852K |
| Atwood & Palmer Inc. | 0.06% | No change | 7,081 | $841K |
| Flputnam Investment Management Co. | 0.02% | Add +16.4% | 7,065 | $839K |
| Trinity Financial Advisors LLC | 0.37% | Add +10.1% | 6,983 | $829K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +1.5% | 6,926 | $823K |
| Tidal Investments LLC | 0.01% | Add +0.8% | 6,898 | $819K |
| Keener Financial Planning LLC | 0.53% | Reduce -5.8% | 6,868 | $815K |
| Kwmg, LLC | 0.09% | No change | 6,852 | $814K |
| GHP Investment Advisors, Inc. | 0.04% | Add +0.0% | 6,844 | $813K |
| Raleigh Capital Management Inc. | 0.35% | Reduce -13.1% | 6,829 | $811K |
| HCR Wealth Advisors | 0.11% | No change | 6,747 | $801K |
| Perigon Wealth Management, LLC | 0.02% | Add +3.8% | 6,723 | $799K |
| Nemes Rush Group LLC | 0.11% | Add +34.8% | 6,704 | $796K |
| Dana Investment Advisors, Inc. | 0.03% | No change | 6,644 | $789K |
| WealthShield Partners, LLC | 0.12% | Reduce -9.1% | 6,633 | $788K |
| Symphony Financial, Ltd. Co. | 0.14% | Add +14.4% | 6,589 | $785K |
| Bond & Devick Financial Network, Inc. | 0.42% | Reduce -0.7% | 6,567 | $780K |
| Albion Financial Group | 0.06% | New | 6,563 | $780K |
| First Manhattan Co. Llc. | 0.00% | Add +7.6% | 6,544 | $777K |
| Procyon Advisors, LLC | 0.06% | Add +23.5% | 6,495 | $771K |
| Yale University | 22.06% | No change | 6,464 | $768K |
| Human Investing LLC | 0.15% | Add +2.1% | 6,448 | $766K |
| Nabity-Jensen Investment Management Inc | 0.62% | Reduce -4.3% | 6,427 | $763K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | Add +0.1% | 6,359 | $755K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +6.1% | 6,355 | $755K |
| Capital Planning Advisors, LLC | 0.13% | No change | 6,327 | $752K |
| Capital Advisors Inc. | 0.02% | Add +18.9% | 6,296 | $748K |
| Synovus Financial Corp. | 0.01% | Add +0.1% | 6,272 | $745K |
| One Capital Management, LLC | 0.03% | Add +5.1% | 6,260 | $744K |
| Transform Wealth, LLC | 0.06% | Reduce -26.4% | 6,257 | $743K |
| Balentine LLC | 0.03% | No change | 6,243 | $742K |
| Trademark Financial Management, LLC | 0.60% | Reduce -0.8% | 6,222 | $739K |
| Truefg, LLC | 0.26% | Add +1.9% | 6,167 | $733K |
| North Ridge Wealth Advisors, Inc. | 0.56% | Reduce -2.1% | 6,159 | $732K |
| W Advisors, LLC | 0.48% | Reduce -0.0% | 6,104 | $725K |
| Belpointe Asset Management LLC | 0.05% | Reduce -47.7% | 6,090 | $723K |
| MBL Wealth, LLC | 0.08% | Add +34.5% | 6,050 | $719K |
| Deutsche Bank AG | 0.00% | No change | 6,025 | $716K |
| Watershed Private Wealth LLC | 0.30% | Reduce -12.8% | 5,996 | $712K |
| GYL Financial Synergies, LLC | 0.06% | No change | 5,993 | $712K |
| CW Advisors, LLC | 0.01% | No change | 5,991 | $712K |
| Carlson Capital Management | 0.03% | Reduce -10.8% | 5,964 | $708K |
| North Star Asset Management Inc. | 0.03% | Add +8.1% | 5,958 | $708K |
| Charter Oak Capital Management, LLC | 0.07% | Reduce -6.2% | 5,939 | $705K |
| CIBC Private Wealth Group LLC | 0.00% | Add +32.3% | 5,812 | $703K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -0.8% | 5,912 | $702K |
| ForthRight Wealth Management, LLC | 0.25% | Reduce -16.7% | 5,881 | $699K |
| HUB Investment Partners, LLC | 0.03% | Reduce -2.4% | 5,872 | $698K |
| ARS Wealth Advisors Group, LLC | 0.09% | Add +20.2% | 5,826 | $692K |
| Calton & Associates, Inc. | 0.35% | Reduce -2.8% | 5,817 | $691K |
| Harbor Investment Advisory, LLC | 0.07% | Add +5.8% | 5,807 | $690K |
| German American Bancorp, Inc. | 0.08% | No change | 5,780 | $687K |
| Gibson Capital, LLC | 0.15% | Reduce -8.1% | 5,757 | $684K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 5,722 | $680K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -83.2% | 5,674 | $674K |
| Brandywine Oak Private Wealth LLC | 0.07% | Reduce -11.2% | 5,666 | $673K |
| Chesley Taft & Associates LLC | 0.03% | Add +4.2% | 5,664 | $673K |
| Stonebridge Capital Advisors LLC | 0.06% | No change | 5,654 | $672K |
| Garrett Wealth Advisory Group, LLC | 0.25% | New | 5,631 | $669K |
| Strategies Wealth Advisors, LLC | 0.10% | Reduce -5.5% | 5,629 | $669K |
| IFG Advisors, LLC | 0.16% | Add +38.1% | 5,610 | $666K |
| Graypoint LLC | 0.05% | Reduce -6.6% | 5,602 | $665K |
| Cypress Wealth Services, LLC | 0.15% | Reduce -0.7% | 5,576 | $662K |
| Kaydan Wealth Management, Inc. | 0.23% | Add +1.9% | 5,550 | $659K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +0.7% | 5,528 | $657K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +5.9% | 5,508 | $654K |
| Financial Freedom, LLC | 0.37% | Reduce -7.8% | 5,506 | $654K |
| Financial Architects, LLC | 0.44% | No change | 5,500 | $653K |
| Signature Resources Capital Management, LLC | 0.54% | Add +245.1% | 5,445 | $647K |
| Coldstream Capital Management Inc. | 0.02% | Add +14.4% | 5,440 | $646K |
| Arkadios Wealth Advisors | 0.04% | Add +194.9% | 5,435 | $646K |
| Clark Asset Management, LLC | 0.18% | New | 5,412 | $643K |
| Clear Point Advisors Inc. | 0.52% | Reduce -7.2% | 5,378 | $639K |
| Waldron Private Wealth LLC | 0.03% | Add +20.1% | 5,370 | $638K |
| SOL Capital Management CO | 0.08% | No change | 5,344 | $635K |
| ARS Investment Partners, LLC | 0.06% | Add +1.3% | 5,338 | $634K |
| Old Mission Capital LLC | 0.02% | New | 5,335 | $634K |
| Davis R M Inc. | 0.01% | No change | 5,300 | $630K |
| One Wealth Advisors, LLC | 0.13% | New | 5,388 | $629K |
| Arete Wealth Advisors, LLC | 0.05% | New | 5,266 | $626K |
| Wetzel Investment Advisors, Inc. | 0.36% | Reduce -0.7% | 5,428 | $626K |
| Main Street Financial Solutions, LLC | 0.06% | Add +5.6% | 5,250 | $624K |
| Northeast Investment Management | 0.03% | Reduce -22.0% | 5,242 | $623K |
| Founders Financial Securities LLC | 0.06% | No change | 5,190 | $616K |
| 1834 Investment Advisors Co. | 0.07% | Reduce -0.9% | 5,185 | $616K |
| True North Advisors, LLC | 0.16% | No change | 5,134 | $610K |
| Blue Bell Private Wealth Management, LLC | 0.13% | Reduce -0.3% | 5,104 | $606K |
| Tompkins Financial Corp. | 0.06% | New | 5,080 | $603K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -3.0% | 5,059 | $601K |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +13.6% | 5,053 | $600K |
| MSH Capital Advisors LLC | 0.20% | Add +0.0% | 5,032 | $598K |
| Premier Path Wealth Partners, LLC | 0.10% | New | 5,022 | $597K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -12.4% | 5,019 | $596K |
| Assetmark, Inc. | 0.00% | Add +208.2% | 5,005 | $594K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -0.5% | 4,892 | $581K |
| Gemmer Asset Management LLC | 0.06% | No change | 4,878 | $579K |
| XML Financial, LLC | 0.06% | No change | 4,875 | $579K |
| Howe & Rusling Inc. | 0.05% | Reduce -3.0% | 4,868 | $578K |
| VERITY Wealth Advisors | 0.43% | No change | 4,861 | $577K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -36.8% | 4,851 | $576K |
| Cullen Investment Group, LTD. | 0.09% | Add +11.0% | 4,841 | $575K |
| Cadent Capital Advisors, LLC | 0.23% | Add +0.1% | 4,814 | $572K |
| Raffa Wealth Management, LLC | 0.16% | No change | 4,750 | $564K |
| Tennessee Valley Asset Management Partners | 0.11% | Add +27.9% | 4,725 | $561K |
| Hall Laurie J Trustee | 0.19% | No change | 4,704 | $559K |
| Salomon & Ludwin, LLC | 0.06% | Reduce -16.3% | 4,687 | $557K |
| Good Life Advisors, LLC | 0.05% | Add +1.4% | 4,683 | $556K |
| Zega Financial, LLC | 0.20% | Add +0.9% | 4,645 | $552K |
| Adero Partners, LLC | 0.04% | Reduce -4.7% | 4,633 | $550K |
| Hilltop Partners LLC | 0.20% | Reduce -1.5% | 4,627 | $550K |
| Awm Capital, LLC | 0.08% | No change | 4,611 | $548K |
| Financial Alternatives, Inc | 0.41% | No change | 4,610 | $548K |
| CFO4Life Group, LLC | 0.10% | Reduce -7.3% | 4,600 | $546K |
| Traphagen Investment Advisors LLC | 0.06% | Add +14.4% | 4,596 | $546K |
| Thrive Wealth Management, LLC | 0.11% | Add +9.3% | 4,586 | $545K |
| Salem Investment Counselors Inc. | 0.02% | No change | 4,580 | $544K |
| Marietta Wealth Management, LLC | 0.08% | Add +10.0% | 4,560 | $542K |
| Rodgers & Associates, LTD | 0.07% | Add +1.7% | 4,546 | $540K |
| Zullo Investment Group, Inc. | 0.24% | Reduce -4.3% | 4,529 | $538K |
| Elevation Wealth Partners, LLC | 0.25% | Add +0.1% | 4,518 | $537K |
| Villere St Denis J & Co. LLC | 0.05% | Reduce -30.7% | 4,517 | $537K |
| Florida Trust Wealth Management Co | 0.02% | Add +16.1% | 4,511 | $536K |
| Evergreen Capital Management LLC | 0.02% | No change | 4,502 | $535K |
| Resurgent Financial Advisors LLC | 0.33% | No change | 4,490 | $533K |
| Schiavi & Co LLC | 0.21% | No change | 4,430 | $526K |
| Ruggaard & Associates LLC | 0.24% | Add +0.1% | 4,413 | $524K |
| Five Oceans Advisors | 0.27% | Reduce -0.0% | 4,406 | $523K |
| C M Bidwell & Associates Ltd. | 0.34% | No change | 4,318 | $513K |
| Planning Directions Inc. | 0.34% | Reduce -1.8% | 4,243 | $504K |
| Brass Tax Wealth Management, Inc. | 0.10% | No change | 4,200 | $499K |
| Goelzer Investment Management, Inc. | 0.03% | No change | 4,198 | $499K |
| Chapin Davis, Inc. | 0.17% | Reduce -1.3% | 4,198 | $499K |
| Sandy Spring Bank | 0.02% | Add +7.7% | 4,188 | $497K |
| West Bancorporation Inc. | 0.37% | Reduce -9.5% | 4,180 | $497K |
| Eaton-Cambridge Inc. | 0.25% | No change | 4,168 | $495K |
| Rossmore Private Capital | 0.06% | No change | 4,150 | $493K |
| Personal Cfo Solutions, LLC | 0.08% | Add +8.0% | 4,149 | $493K |
| Larson Financial Group LLC | 0.03% | Add +14.1% | 4,142 | $492K |
| Asset Allocation & Management Company, LLC | 0.33% | No change | 4,143 | $492K |
| Strategic Blueprint, LLC | 0.03% | Reduce -37.4% | 4,136 | $491K |
| Eq LLC | 0.29% | Add +0.0% | 4,073 | $484K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.14% | No change | 4,065 | $483K |
| Stone Summit Wealth LLC | 0.17% | No change | 4,063 | $483K |
| Tradewinds Capital Management, LLC | 0.14% | No change | 4,061 | $482K |
| Hibernia Wealth Partners, LLC | 0.17% | Add +104.0% | 4,056 | $482K |
| Proffitt & Goodson Inc. | 0.08% | Reduce -14.7% | 4,006 | $476K |
| Capasso Planning Partners LLC | 0.15% | Reduce -1.9% | 3,990 | $474K |
| Fort Point Capital Partners LLC | 0.06% | No change | 3,937 | $468K |
| Vista Capital Partners, Inc. | 0.06% | Reduce -13.0% | 3,933 | $467K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 3,900 | $463K |
| Whittier Trust Co. | 0.01% | No change | 3,899 | $463K |
| Geometric Wealth Advisors | 0.09% | No change | 3,887 | $462K |
| Encompass Wealth Advisors, LLC | 0.12% | Reduce -10.0% | 3,843 | $456K |
| Carl P. Sherr & Co., LLC | 0.25% | No change | 3,821 | $454K |
| IFG Advisory, LLC | 0.03% | New | 3,809 | $453K |
| NTV Asset Management LLC | 0.06% | No change | 3,808 | $452K |
| Capital Investment Advisory Services, LLC | 0.05% | No change | 3,807 | $452K |
| Reston Wealth Management LLC | 0.18% | Add +0.3% | 3,774 | $448K |
| Trexquant Investment LP | 0.01% | Reduce -37.2% | 3,713 | $441K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +46.9% | 3,710 | $441K |
| Voisard Asset Management Group, Inc. | 0.21% | Reduce -2.2% | 3,700 | $439K |
| RPS Advisory Solutions LLC | 0.41% | — | 3,700 | $439K |
| Culbertson A N & Co. Inc. | 0.08% | No change | 3,695 | $439K |
| Aureus Asset Management, LLC | 0.03% | No change | 3,693 | $439K |
| WealthBridge Capital Management, LLC | 0.15% | Reduce -2.7% | 3,692 | $439K |
| W.H. Cornerstone Investments Inc. | 0.31% | Add +0.3% | 3,687 | $438K |
| Aspen Grove Capital, LLC | 0.10% | No change | 3,670 | $436K |
| Focus Financial Network, Inc. | 0.02% | Reduce -1.4% | 3,560 | $435K |
| Cordant, Inc. | 0.24% | Reduce -4.4% | 3,661 | $435K |
| Marcum Wealth, LLC | 0.04% | Reduce -1.1% | 3,661 | $435K |
| McNaughton Wealth Management, LLC | 0.23% | Add +0.2% | 3,642 | $433K |
| McAdam, LLC | 0.03% | New | 3,642 | $433K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -15.7% | 3,636 | $432K |
| Valtinson Bruner Financial Planning LLC | 0.17% | No change | 3,628 | $431K |
| Commerce Bank | 0.00% | Reduce -5.6% | 3,581 | $425K |
| Evanson Asset Management, LLC | 0.03% | Reduce -0.0% | 3,556 | $422K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -2.0% | 3,549 | $422K |
| CGN Advisors LLC | 0.05% | Add +25.9% | 3,552 | $422K |
| Victory Financial Group, LLC | 0.20% | New | 3,541 | $421K |
| Wellspring Financial Advisors, LLC | 0.05% | Add +0.3% | 3,536 | $420K |
| 1ST Source Bank | 0.02% | Add +73.3% | 3,526 | $419K |
| J. W. Coons Advisors, LLC | 0.08% | Add +0.1% | 3,524 | $419K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.1% | 3,513 | $417K |
| Brown Brothers Harriman & Co. | 0.00% | Add +70.9% | 3,504 | $416K |
| Private Capital Advisors, Inc. | 0.05% | No change | 3,505 | $416K |
| Proficio Capital Partners LLC | 0.04% | Reduce -37.5% | 3,500 | $416K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.12% | No change | 3,498 | $415K |
| Efficient Advisors, LLC | 0.03% | Reduce -14.5% | 3,488 | $414K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.10% | Add +0.3% | 3,488 | $414K |
| Mengis Capital Management, Inc. | 0.08% | No change | 3,483 | $414K |
| KKM Financial LLC | 0.19% | No change | 3,510 | $410K |
| West Branch Capital LLC | 0.15% | Add +0.1% | 3,455 | $410K |
| Fortem Financial Group, LLC | 0.18% | New | 3,428 | $407K |
| Edge Financial Advisors LLC | 0.42% | New | 3,378 | $401K |
| AF Advisors, Inc. | 0.07% | Reduce -3.4% | 3,374 | $401K |
| Pinnacle Wealth Management Group, Inc. | 0.27% | New | 3,362 | $399K |
| American National Bank & Trust | 0.05% | Reduce -1.5% | 3,361 | $399K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +73.3% | 3,330 | $396K |
| Optimum Investment Advisors | 0.18% | Add +0.7% | 3,305 | $393K |
| Financial Management Network Inc. | 0.09% | Reduce -12.1% | 3,236 | $391K |
| Cambridge Financial Group, LLC | 0.18% | Add +0.1% | 3,284 | $390K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -3.3% | 3,256 | $387K |
| Verus Capital Partners, LLC | 0.04% | Reduce -0.7% | 3,229 | $384K |
| Denver Wealth Management, Inc. | 0.19% | Add +0.3% | 3,220 | $382K |
| River Street Advisors LLC | 0.23% | Add +3.6% | 3,164 | $376K |
| Live Oak Private Wealth LLC | 0.06% | No change | 3,155 | $375K |
| William Howard & Co Financial Advisors Inc | 0.34% | Add +0.1% | 3,134 | $372K |
| FC Advisory LLC | 0.14% | Reduce -1.1% | 3,123 | $371K |
| TD Waterhouse Canada Inc. | 0.00% | Add +26.8% | 3,082 | $367K |
| Edgestream Partners, L.P. | 0.02% | Reduce -30.2% | 3,086 | $367K |
| Confluence Wealth Services, Inc. | 0.03% | Add +32.0% | 3,082 | $366K |
| BSW Wealth Partners | 0.06% | Reduce -18.3% | 3,048 | $362K |
| Chesapeake Asset Management LLC | 0.35% | New | 3,043 | $361K |
| Bristlecone Advisors, LLC | 0.03% | No change | 3,038 | $361K |
| Fernwood Investment Management, LLC | 0.11% | Add +0.2% | 3,036 | $361K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 3,013 | $358K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 3,003 | $357K |
| Rothschild Wealth LLC | 0.12% | No change | 3,001 | $356K |
| Evernest Financial Advisors, LLC | 0.16% | No change | 3,000 | $356K |
| Childress Capital Advisors, LLC | 0.10% | No change | 3,000 | $356K |
| Kanawha Capital Management LLC | 0.03% | Add +43.0% | 2,993 | $356K |
| Arlington Trust Co LLC | 0.08% | No change | 2,992 | $355K |
| Financial Strategies Group, Inc. | 0.09% | Add +0.0% | 2,925 | $354K |
| CRA Financial Services, LLC | 0.07% | Reduce -3.9% | 2,972 | $353K |
| Mgo One Seven LLC | 0.02% | Reduce -22.0% | 2,971 | $353K |
| Mayfair Advisory Group, LLC | 0.24% | No change | 2,855 | $349K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -1.5% | 2,875 | $349K |
| Opes Wealth Management LLC | 0.07% | Add +2.4% | 2,914 | $346K |
| First Commonwealth Financial Corp | 0.09% | No change | 2,878 | $342K |
| Seldon Capital LP | 0.19% | No change | 2,876 | $342K |
| Warren Street Wealth Advisors, LLC | 0.17% | No change | 2,876 | $342K |
| Cadinha & Co. LLC | 0.06% | Reduce -15.7% | 2,874 | $341K |
| Sabal Trust CO | 0.02% | No change | 2,864 | $340K |
| Ellsworth Advisors, LLC | 0.09% | Add +0.0% | 2,857 | $339K |
| Surience Private Wealth LLC | 0.44% | New | 2,849 | $338K |
| Old Mission Investment Co LLC | 0.11% | Reduce -4.7% | 2,848 | $338K |
| Lantz Financial LLC | 0.10% | No change | 2,841 | $337K |
| Cranbrook Wealth Management, LLC | 0.08% | No change | 2,832 | $336K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -14.5% | 2,826 | $336K |
| HRT Financial LP | 0.00% | New | 2,821 | $335K |
| WFA of San Diego, LLC | 0.30% | — | 2,815 | $334K |
| HT Partners LLC | 0.12% | No change | 2,813 | $334K |
| McDonough Capital Management, Inc | 0.24% | No change | 2,808 | $334K |
| Hardin Capital Partners, LLC | 0.22% | — | 2,808 | $334K |
| Alaethes Wealth, LLC | 0.14% | No change | 2,805 | $333K |
| Jane Street Group, LLC | 0.00% | Reduce -95.7% | 2,790 | $331K |
| Sterling Wealth Management, Inc. | 0.16% | No change | 2,789 | $331K |
| Shira Ridge Wealth Management | 0.18% | Reduce -10.4% | 2,785 | $331K |
| BNC Wealth Management, LLC | 0.12% | Reduce -17.9% | 2,756 | $327K |
| LaSalle St. Investment Advisors, LLC | 0.16% | New | 2,744 | $326K |
| Level Financial Advisors | 0.14% | No change | 2,733 | $325K |
| Roundview Capital LLC | 0.03% | No change | 2,732 | $325K |
| PFW Advisors LLC | 0.10% | No change | 2,699 | $321K |
| Continuum Advisory, LLC | 0.05% | Add +0.1% | 2,698 | $320K |
| Garrison Point Advisors, LLC | 0.21% | Add +0.2% | 2,692 | $320K |
| Darden Wealth Group Inc | 0.19% | Reduce -1.0% | 2,689 | $319K |
| Greatmark Investment Partners, Inc. | 0.05% | Reduce -4.3% | 2,684 | $319K |
| UNIVEST FINANCIAL Corp | 0.09% | No change | 2,680 | $318K |
| Roberts Wealth Advisors, LLC | 0.11% | Reduce -1.9% | 2,627 | $318K |
| First Trust Direct Indexing L.P. | 0.02% | No change | 2,674 | $318K |
| Haverford Trust Co | 0.00% | No change | 2,660 | $316K |
| Lincoln Capital LLC | 0.07% | Add +0.3% | 2,658 | $316K |
| Barnes Pettey Financial Advisors, LLC | 0.27% | No change | 2,639 | $313K |
| Advisor OS, LLC | 0.03% | Add +4.6% | 2,637 | $313K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -36.7% | 2,631 | $313K |
| Scotia Capital Inc. | 0.00% | Reduce -71.4% | 2,627 | $312K |
| International Assets Investment Management, LLC | 0.03% | Reduce -4.2% | 2,618 | $311K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 2,605 | $309K |
| InTrack Investment Management Inc | 0.22% | No change | 2,600 | $309K |
| Lanark Financial, Inc. | 0.03% | Reduce -0.8% | 2,594 | $308K |
| Team Hewins, LLC | 0.13% | New | 2,580 | $306K |
| Creekmur Asset Management LLC | 0.08% | New | 2,574 | $306K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +0.0% | 2,562 | $304K |
| Drive Wealth Management, LLC | 0.08% | Add +0.2% | 2,552 | $303K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.12% | No change | 2,540 | $302K |
| Wealth Alliance Advisory Group, LLC | 0.07% | No change | 2,534 | $301K |
| Hoylecohen, LLC | 0.02% | Reduce -16.7% | 2,525 | $300K |
| Rothschild Investment LLC | 0.02% | Reduce -8.0% | 2,514 | $299K |
| Ritter Daniher Financial Advisory LLC / DE | 0.09% | Add +0.4% | 2,506 | $298K |
| Barrett & Company, Inc. | 0.13% | Add +0.0% | 2,499 | $297K |
| Paragon Advisors, LLC | 0.11% | Reduce -1.3% | 2,498 | $297K |
| Shorepoint Capital Partners LLC | 0.07% | Add +0.3% | 2,488 | $295K |
| Two West Capital Advisors LLC | 0.28% | — | 2,484 | $295K |
| Sara-Bay Financial | 0.12% | New | 2,483 | $295K |
| Great Waters Wealth Management | 0.04% | New | 2,474 | $294K |
| Cadence Wealth Management LLC | 0.20% | Add +29.9% | 2,469 | $293K |
| Forum Financial Management, LP | 0.01% | Reduce -8.9% | 2,454 | $291K |
| NorthRock Partners, LLC | 0.01% | Reduce -18.5% | 2,452 | $291K |
| Shepherd Financial Partners LLC | 0.04% | No change | 2,450 | $291K |
| Moors & Cabot, Inc. | 0.02% | Add +6.2% | 2,450 | $291K |
| Tectonic Advisors LLC | 0.02% | New | 2,424 | $288K |
| McGuire Investment Group, LLC | 0.04% | Add +2.5% | 2,423 | $288K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.3% | 2,402 | $286K |
| Colton Groome Financial Advisors, LLC | 0.11% | No change | 2,404 | $286K |
| Smithbridge Asset Management Inc. | 0.06% | No change | 2,400 | $285K |
| Avion Wealth | 0.08% | New | 2,407 | $285K |
| Worth Financial Advisory Group, LLC | 0.19% | No change | 2,399 | $285K |
| Atticus Wealth Management, LLC | 0.09% | Add +0.1% | 2,395 | $285K |
| Mitchell Sinkler & Starr | 0.07% | No change | 2,345 | $284K |
| Bailard, Inc. | 0.01% | Reduce -7.8% | 2,390 | $284K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,376 | $282K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -9.6% | 2,366 | $281K |
| Garde Capital, Inc. | 0.02% | Add +0.1% | 2,363 | $281K |
| Trust Co. of Toledo NA | 0.04% | No change | 2,348 | $279K |
| Forte Capital LLC | 0.03% | Reduce -3.1% | 2,347 | $279K |
| Principle Wealth Partners LLC | 0.02% | No change | 2,329 | $277K |
| NovaPoint Capital, LLC | 0.09% | No change | 2,327 | $276K |
| Occidental Asset Management, LLC | 0.05% | New | 2,313 | $275K |
| Pursue Wealth Partners LLC | 0.15% | No change | 2,300 | $273K |
| Tidemark, LLC | 0.13% | New | 2,300 | $273K |
| Creative Financial Designs Inc. | 0.02% | Reduce -1.8% | 2,298 | $273K |
| Crew Capital Management, Ltd | 0.22% | No change | 2,298 | $273K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 2,292 | $272K |
| Latitude Advisors, LLC | 0.17% | Add +5.2% | 2,283 | $271K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 2,258 | $268K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +0.1% | 2,253 | $268K |
| Avid Wealth Partners LLC | 0.21% | New | 2,242 | $266K |
| Glassman Wealth Services | 0.05% | No change | 2,228 | $265K |
| Weinberger Asset Management, Inc | 0.12% | New | 2,226 | $264K |
| 4J Wealth Management LLC | 0.22% | No change | 2,225 | $264K |
| Bellwether Advisors, LLC | 0.06% | Add +9.1% | 2,221 | $264K |
| Burke & Herbert Bank & Trust Co. | 0.06% | New | 2,220 | $264K |
| Rathbones Group PLC | 0.00% | No change | 2,213 | $263K |
| US Financial Advisors, LLC | 0.09% | Reduce -6.4% | 2,200 | $261K |
| Stonekeep Investments, LLC | 0.21% | — | 2,192 | $260K |
| Semmax Financial Advisors Inc. | 0.08% | No change | 2,193 | $260K |
| Plum Street Advisors, LLC | 0.15% | Add +3.9% | 2,184 | $259K |
| Tradewinds, LLC. | 0.08% | New | 2,183 | $259K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -0.7% | 2,172 | $258K |
| Founders Financial Alliance, LLC | 0.08% | Reduce -4.6% | 2,170 | $258K |
| Mattern Capital Management, LLC | 0.04% | No change | 2,168 | $258K |
| Traveka Wealth, LLC | 0.13% | Reduce -27.0% | 2,158 | $256K |
| Coastal Bridge Advisors, LLC | 0.06% | No change | 2,155 | $256K |
| WorthPointe, LLC | 0.12% | Add +5.8% | 2,153 | $256K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.2% | 2,141 | $254K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,136 | $254K |
| Horst & Graben Wealth Management LLC | 0.05% | New | 2,130 | $253K |
| Sapient Capital LLC | 0.01% | New | 2,129 | $253K |
| Zacks Investment Management | 0.00% | Reduce -83.6% | 2,128 | $253K |
| Pinnacle Associates Ltd. | 0.00% | No change | 2,113 | $251K |
| Independent Advisor Alliance | 0.01% | No change | 2,110 | $251K |
| Colonial Trust Co / SC | 0.04% | No change | 2,094 | $249K |
| Magnus Financial Group LLC | 0.03% | Add +0.2% | 2,092 | $249K |
| SkyOak Wealth, LLC | 0.06% | Reduce -1.3% | 2,088 | $248K |
| Liberty Wealth Management LLC | 0.04% | New | 2,062 | $245K |
| QRG Capital Management, Inc. | 0.00% | Reduce -1.9% | 2,060 | $245K |
| Verum Partners LLC | 0.08% | No change | 2,058 | $244K |
| Colonial Trust Advisors | 0.02% | Reduce -0.1% | 2,056 | $244K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.2% | 2,046 | $243K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -0.1% | 2,036 | $242K |
| RKL Wealth Management LLC | 0.02% | No change | 2,031 | $241K |
| Harbor Group, Inc. | 0.06% | Add +6.7% | 2,027 | $241K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,010 | $239K |
| Cozad Asset Management Inc. | 0.02% | Add +9.2% | 2,004 | $238K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 2,001 | $238K |
| Carnegie Investment Counsel | 0.01% | Reduce -20.8% | 1,980 | $235K |
| Baker Tilly Wealth Management, LLC | 0.10% | Reduce -0.3% | 1,969 | $234K |
| Crumly & Associates Inc. | 0.07% | No change | 1,965 | $233K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -91.5% | 1,962 | $233K |
| Simplicity Wealth,LLC | 0.01% | Reduce -91.5% | 1,962 | $233K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.3% | 1,957 | $233K |
| Frisch Financial Group, Inc. | 0.07% | Reduce -7.7% | 1,942 | $231K |
| Charles Schwab Trust Co | 0.02% | No change | 1,943 | $231K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +3.4% | 1,936 | $230K |
| Old Second National Bank of Aurora | 0.06% | Reduce -6.9% | 1,935 | $230K |
| Meeder Advisory Services, Inc. | 0.02% | New | 1,935 | $230K |
| Norden Group LLC | 0.05% | New | 1,930 | $229K |
| Nvwm, LLC | 0.06% | Reduce -10.2% | 1,928 | $229K |
| DAVENPORT & Co LLC | 0.00% | Reduce -12.2% | 1,927 | $229K |
| Earned Wealth Advisors, LLC | 0.09% | Add +6.6% | 1,924 | $229K |
| Praetorian Wealth Management, Inc. | 0.06% | New | 1,920 | $228K |
| Raab & Moskowitz Asset Management LLC | 0.06% | New | 1,912 | $227K |
| Soundwatch Capital LLC | 1.25% | Reduce -71.1% | 1,910 | $227K |
| Key Financial Inc | 0.05% | No change | 1,905 | $226K |
| ABLE Financial Group, LLC | 0.08% | Add +1.6% | 1,904 | $226K |
| Allen Capital Group, LLC | 0.03% | No change | 1,899 | $226K |
| Headinvest, LLC | 0.04% | Add +2.6% | 1,895 | $225K |
| Commonwealth Financial Services, LLC | 0.05% | New | 1,861 | $225K |
| Smith Salley Wealth Management | 0.02% | No change | 1,892 | $225K |
| M3 Advisory Group, LLC | 0.18% | New | 1,891 | $225K |
| Richwood Investment Advisors, LLC | 0.20% | No change | 1,886 | $224K |
| LM Advisors LLC | 0.04% | No change | 1,888 | $224K |
| Heritage Investment Group, Inc. | 0.03% | Reduce -6.5% | 1,875 | $223K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -0.1% | 1,874 | $223K |
| Smith Anglin Financial, LLC | 0.02% | Reduce -0.8% | 1,853 | $220K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Add +0.2% | 1,848 | $220K |
| Sensible Money, LLC | 0.11% | New | 1,838 | $218K |
| WealthTrust Axiom LLC | 0.07% | No change | 1,835 | $218K |
| Ayrshire Capital Management LLC | 0.11% | Add +1.0% | 1,824 | $217K |
| G&S Capital LLC | 0.09% | No change | 1,763 | $217K |
| FSM Wealth Advisors, LLC | 0.07% | No change | 1,823 | $217K |
| Defined Wealth Management, LLC | 0.15% | No change | 1,817 | $216K |
| Birchcreek Wealth Management, LLC | 0.12% | Reduce -10.3% | 1,813 | $215K |
| Ascent Wealth Partners, LLC | 0.03% | New | 1,807 | $215K |
| Bayesian Capital Management, LP | 0.02% | New | 1,800 | $214K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 1,800 | $214K |
| Paragon Financial Partners, Inc. | 0.17% | No change | 1,783 | $212K |
| Trust Point Inc. | 0.02% | No change | 1,780 | $211K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,771 | $210K |
| Patten & Patten Inc. | 0.01% | No change | 1,769 | $210K |
| MJP Associates Inc. | 0.04% | Add +0.1% | 1,765 | $210K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 1,761 | $209K |
| Long Run Wealth Advisors, LLC | 0.05% | Reduce -12.8% | 1,760 | $209K |
| Certified Advisory Corp | 0.03% | New | 1,759 | $209K |
| LPWM LLC | 0.07% | New | 1,725 | $209K |
| Wealth Management Partners, LLC | 0.10% | No change | 1,752 | $208K |
| Pinnacle Financial Group, LLC / IL | 0.09% | New | 1,733 | $206K |
| Gradient Investments LLC | 0.00% | Add +0.5% | 1,704 | $202K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 1,688 | $202K |
| Northern Capital Management, Inc. | 0.13% | New | 1,696 | $201K |
| Leavell Investment Management, Inc. | 0.01% | New | 1,695 | $201K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Reduce -20.1% | 1,687 | $200K |
| United Asset Strategies, Inc. | 0.02% | New | 1,684 | $200K |
| Ashton Thomas Securities, LLC | 0.05% | — | 1,596 | $193K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,612 | $191K |
| Sittner & Nelson, LLC | 0.09% | No change | 1,570 | $186K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -39.6% | 1,509 | $183K |
| Global Financial Private Client, LLC | 0.07% | No change | 1,494 | $177K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +26.9% | 1,479 | $176K |
| Quadrant Capital Group LLC | 0.01% | Add +67.2% | 1,461 | $174K |
| Kiely Wealth Advisory Group, Inc. | 0.10% | No change | 1,495 | $173K |
| Running Point Capital Advisors, LLC | 0.07% | Add +52.5% | 1,424 | $169K |
| GAMMA Investing LLC | 0.02% | No change | 1,400 | $166K |
| Red Lighthouse Investment Management, LLC | 0.07% | No change | 1,389 | $165K |
| Operose Advisors LLC | 0.06% | New | 1,381 | $164K |
| Private Ocean, LLC | 0.01% | Add +79.2% | 1,371 | $163K |
| Laurel Wealth Advisors LLC | 0.03% | Add +4.0% | 1,342 | $159K |
| Redwood Wealth Management Group, LLC | 0.12% | New | 1,328 | $158K |
| Adirondack Trust Co. | 0.06% | No change | 1,312 | $156K |
| Beacon Capital Management, LLC | 0.03% | No change | 1,303 | $155K |
| Core Alternative Capital | 0.03% | No change | 1,300 | $154K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Reduce -2.4% | 1,297 | $153K |
| Independence Bank of Kentucky | 0.04% | No change | 1,286 | $153K |
| LRI Investments, LLC | 0.02% | No change | 1,250 | $148K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,232 | $146K |
| Perritt Capital Management Inc | 0.08% | Add +0.3% | 1,208 | $143K |
| First Personal Financial Services | 0.03% | No change | 1,189 | $141K |
| WR Wealth Planners, LLC | 0.04% | Add +2.0% | 1,152 | $137K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,061 | $132K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -3.5% | 1,087 | $129K |
| SYM FINANCIAL Corp | 0.02% | No change | 1,080 | $128K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | Add +195.6% | 1,079 | $128K |
| Financial Perspectives, Inc | 0.05% | Add +0.1% | 1,049 | $125K |
| Perkins Coie Trust Co | 0.03% | No change | 1,020 | $121K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,004 | $119K |
| Pacific Center for Financial Services | 0.03% | No change | 985 | $117K |
| SouthState Bank Corp | 0.01% | Reduce -4.3% | 965 | $115K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -38.2% | 950 | $113K |
| Strategic Financial Concepts, LLC | 0.07% | New | 44,003 | $113K |
| Godsey & Gibb, Inc. | 0.01% | New | 897 | $107K |
| Your Advocates Ltd., LLP | 0.04% | No change | 885 | $105K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -15.4% | 860 | $102K |
| McIlrath & Eck, LLC | 0.01% | Add +0.2% | 849 | $101K |
| North Star Investment Management Corp. | 0.01% | Reduce -83.1% | 833 | $99K |
| Compass Wealth Management LLC | 0.02% | No change | 824 | $98K |
| Opal Wealth Advisors, LLC | 0.03% | New | 815 | $97K |
| First PREMIER Bank | 0.02% | Reduce -10.5% | 736 | $87K |
| Financial Network Wealth Advisors LLC | 0.07% | New | 732 | $87K |
| Sound Income Strategies, LLC | 0.01% | Reduce -10.5% | 707 | $84K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 675 | $80K |
| MCF Advisors LLC | 0.01% | No change | 647 | $77K |
| Castleview Partners, LLC | 0.04% | Reduce -3.8% | 641 | $76K |
| Dunhill Financial, LLC | 0.05% | Add +0.3% | 630 | $75K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 627 | $74K |
| GoalVest Advisory LLC | 0.02% | Reduce -20.8% | 610 | $72K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +157.9% | 601 | $71K |
| 1922 Investment Co LLC | 2.32% | — | 600 | $71K |
| CNB Bank | 0.03% | No change | 600 | $71K |
| Rice Partnership, LLC | 0.02% | No change | 587 | $70K |
| Robbins Farley | 0.04% | Reduce -3.5% | 581 | $69K |
| Coppell Advisory Solutions LLC | 0.01% | — | 529 | $63K |
| Tucker Asset Management LLC | 0.01% | Add +4225.0% | 519 | $62K |
| Valley National Advisers Inc. | 0.01% | No change | 520 | $61K |
| NFSG Corp | 0.02% | Add +0.2% | 502 | $60K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 500 | $59K |
| Dagco, Inc. | 0.03% | No change | 499 | $59K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +145.2% | 488 | $58K |
| Frazier Financial Advisors, LLC | 0.04% | Reduce -56.9% | 476 | $56K |
| PSI Advisors, LLC | 0.02% | Reduce -32.2% | 474 | $56K |
| Orion Capital Management LLC | 0.03% | No change | 469 | $56K |
| Angeles Wealth Management, LLC | 0.01% | Add +8.4% | 463 | $55K |
| Fairman Group, LLC | 0.05% | Add +0.5% | 440 | $52K |
| Abich Financial Wealth Management LLC | 0.03% | New | 428 | $51K |
| Addison Advisors LLC | 0.02% | Reduce -10.6% | 424 | $50K |
| PFS Partners, LLC | 0.03% | No change | 421 | $50K |
| Evergreen Private Wealth LLC | 0.02% | No change | 420 | $50K |
| DecisionPoint Financial, LLC | 0.02% | No change | 408 | $49K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 396 | $47K |
| Financial Connections Group, Inc. | 0.02% | New | 392 | $46K |
| Halpern Financial, Inc. | 0.01% | Add +17.5% | 376 | $45K |
| Hilltop National Bank | 0.01% | No change | 367 | $44K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +0.3% | 356 | $42K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +0.3% | 342 | $41K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 335 | $40K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -28.3% | 330 | $39K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -70.9% | 310 | $37K |
| Integrity Financial Corp | 0.02% | No change | 308 | $37K |
| Trust Co. of Vermont | 0.00% | Add +89.4% | 303 | $36K |
| IAG Wealth Partners, LLC | 0.01% | No change | 298 | $35K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 293 | $35K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 265 | $32K |
| Kimelman & Baird, LLC | 0.00% | — | 269 | $32K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -68.7% | 265 | $31K |
| Fairfield Financial Advisors, LTD | 0.01% | — | 262 | $31K |
| Venturi Wealth Management, LLC | 0.00% | No change | 250 | $30K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | New | 249 | $30K |
| Concord Wealth Partners | 0.01% | Reduce -3.9% | 246 | $29K |
| Front Row Advisors LLC | 0.01% | Reduce -3.0% | 230 | $27K |
| CVA Family Office, LLC | 0.00% | No change | 216 | $26K |
| Baldwin Wealth Partners LLC | 0.00% | Add +430.8% | 207 | $25K |
| Lynx Investment Advisory | 0.02% | — | 203 | $24K |
| Wells Financial Advisors INC | 0.02% | New | 201 | $24K |
| Fortitude Family Office, LLC | 0.01% | No change | 199 | $24K |
| Global Trust Asset Management, LLC | 0.01% | No change | 198 | $24K |
| 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% | Add +0.6% | 168 | $20K |
| Duncker Streett & Co. Inc. | 0.00% | New | 167 | $20K |
| Richard W. Paul & Associates, LLC | 0.01% | Add +26.0% | 160 | $19K |
| NewSquare Capital LLC | 0.00% | No change | 157 | $19K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -66.6% | 155 | $18K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 149 | $18K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 149 | $18K |
| Quent Capital, LLC | 0.00% | Add +0.7% | 140 | $17K |
| Janiczek Wealth Management, LLC | 0.00% | New | 129 | $15K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 117 | $14K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 112 | $13K |
| Aspire Private Capital, LLC | 0.00% | No change | 111 | $13K |
| Versant Capital Management, Inc | 0.00% | No change | 111 | $13K |
| Biltmore Family Office, LLC | 0.00% | New | 105 | $12K |
| Resources Management Corp. /CT/ | 0.00% | No change | 99 | $12K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 101 | $12K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 100 | $12K |
| Triad Wealth Partners, LLC | 0.01% | New | 87 | $10K |
| Balefire, LLC | 0.00% | Reduce -98.7% | 82 | $10K |
| MV Capital Management, Inc. | 0.00% | No change | 81 | $10K |
| Mascoma Wealth Management LLC | 0.00% | No change | 81 | $10K |
| Russell Investments Group, Ltd. | 0.00% | New | 81 | $10K |
| 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 |
| 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% | Add +1.9% | 54 | $6K |
| Powell Investment Advisors, LLC | 0.00% | New | 47 | $6K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 48 | $6K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 43 | $5K |
| 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 |
| Register Financial Advisors LLC | 0.00% | Add +36.8% | 26 | $3K |
| WASHINGTON TRUST Co | 0.00% | No change | 26 | $3K |
| SIMA Wealth Partners, LLC | 0.00% | — | 22 | $3K |
| Guardian Wealth Management, Inc. | 0.00% | New | 19 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 12 | $1K |
| Transcendent Capital Group LLC | 0.00% | New | 12 | $1K |
| Great Lakes Retirement, Inc. | 0.00% | New | 12 | $1K |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -94.6% | 356 | $679 |
| Founders Capital Management | 0.00% | No change | 5 | $625 |
| Main Street Group, LTD | 0.00% | No change | 2 | $238 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 1 | $117 |
"% 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.