iShares Core S&P Total U.S.ITOTETF
13F holders, Q3 2024 (September 30)1,283holders +37
91new positions
50sold out
3famous investors
$125.52avg. 13F price*
At the end of Q3 2024, 1,283 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 37 from Q2 2024. 91 opened new positions and 50 sold out. The largest holders were Wells Fargo & Company ($6.9B), BlackRock, Inc. ($6.7B) and Betterment LLC ($1.5B). 3 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $180.7M |
| Exits | 50 | $1.0B |
All 13F filers, Q2 2024 → Q3 2024: 18,594,964 shares bought and 13,774,869 shares sold, net +4,820,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,283 holders
| Wells Fargo & Company | 1.68% | Add +14.7% | 55,081,020 | $6.9B |
| BlackRock, Inc. | 0.14% | — | 53,698,702 | $6.7B |
| Betterment LLC | 3.64% | Reduce -2.1% | 12,128,884 | $1.5B |
| Morgan Stanley | 0.10% | Reduce -1.0% | 10,483,239 | $1.3B |
| Alliancebernstein L.P. | 0.38% | Add +0.9% | 8,922,512 | $1.1B |
| Wealthfront Advisers LLC | 3.22% | Add +20.3% | 8,330,478 | $1.0B |
| Bank of America Corp. | 0.06% | Add +1.4% | 5,789,551 | $727.3M |
| LPL Financial LLC | 0.27% | Reduce -0.1% | 4,741,032 | $595.6M |
| Focus Partners Wealth | 1.67% | Add +723.5% | 4,169,128 | $523.7M |
| Ballentine Partners, LLC | 7.54% | Add +7.6% | 3,509,696 | $440.9M |
| SigFig Wealth Management, LLC | 15.91% | Reduce -3.0% | 3,500,614 | $438.1M |
| Blue Trust, Inc. | 5.61% | Add +2.2% | 3,618,186 | $429.8M |
| Focus Partners Advisor Solutions, LLC | 8.08% | Add +9.2% | 3,053,463 | $383.6M |
| Auto-Owners Insurance Co | 8.51% | No change | 2,767,880 | $347.7M |
| Cisco Systems, Inc. | 76.21% | Reduce -14.8% | 2,652,500 | $333.2M |
| Parallel Advisors, LLC | 7.74% | Reduce -1.5% | 2,611,584 | $328.1M |
| AlTi Global, Inc. | 7.38% | Add +2.4% | 2,443,105 | $306.9M |
| Envestnet Asset Management Inc. | 0.09% | Add +1.4% | 2,224,203 | $279.4M |
| Cerity Partners LLC | 0.61% | Reduce -1.5% | 2,185,707 | $274.6M |
| Creative Planning | 0.27% | Reduce -1.3% | 2,149,914 | $270.1M |
| Ameriprise Financial Inc. | 0.06% | Reduce -3.9% | 1,912,481 | $240.4M |
| Stifel Financial Corp. | 0.25% | Reduce -45.8% | 1,904,727 | $239.3M |
| Sentinel Trust Co. Lba | 26.24% | Reduce -2.0% | 1,834,914 | $230.5M |
| Provenance Wealth Advisors, LLC | 27.16% | Add +0.2% | 1,730,556 | $217.4M |
| Allworth Financial LP | 1.28% | Reduce -0.1% | 1,670,407 | $209.8M |
| Raymond James Financial Services Advisors, Inc. | 0.28% | Add +22.4% | 1,647,343 | $206.9M |
| Commonwealth Equity Services, LLC | 0.31% | Reduce -3.8% | 1,604,234 | $201.5M |
| Osaic Holdings, Inc. | 0.45% | Add +1.2% | 1,572,879 | $197.6M |
| Prime Capital Investment Advisors, LLC | 2.79% | Reduce -2.1% | 1,558,260 | $195.7M |
| TD Capital Management LLC | 19.18% | Reduce -2.5% | 1,524,701 | $191.5M |
| Pegasus Partners Ltd. | 17.10% | Add +1.9% | 1,453,610 | $182.6M |
| Evensky & Katz LLC | 10.87% | Add +5.3% | 1,328,368 | $166.9M |
| Royal Bank of Canada | 0.04% | Reduce -8.3% | 1,327,464 | $166.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.3% | 1,303,265 | $163.7M |
| Elm Partners Management LLC | 10.77% | Add +14.1% | 1,199,615 | $150.7M |
| Klaas Financial Asset Advisors, LLC | 26.05% | Add +0.9% | 1,196,227 | $150.3M |
| UBS Group AG | 0.04% | Reduce -1.7% | 1,167,475 | $146.7M |
| Mariner, LLC | 0.25% | Add +1.4% | 1,106,683 | $139.0M |
| Cobblestone Capital Advisors LLC | 7.77% | Add +0.8% | 1,102,751 | $138.5M |
| Rock Creek Group LLC | 15.84% | Reduce -17.9% | 1,097,206 | $138.2M |
| Kingsview Wealth Management, LLC | 2.81% | Add +9.5% | 1,065,402 | $133.8M |
| HighTower Advisors, LLC | 0.20% | Add +1.9% | 1,059,109 | $133.1M |
| Mesirow Financial Investment Management, Inc. | 2.44% | Add +1.7% | 1,005,210 | $126.3M |
| HB Wealth Management, LLC | 1.29% | Reduce -2.1% | 956,135 | $120.1M |
| FMR LLC | 0.01% | Reduce -0.1% | 919,548 | $115.5M |
| True Link Financial Advisors, LLC | 9.77% | Add +6.6% | 915,630 | $115.0M |
| LJI Wealth Management, LLC | 23.46% | Add +2.0% | 913,099 | $114.7M |
| Disciplina Capital Management LLC | 18.11% | Add +544.9% | 900,256 | $113.1M |
| Wick Capital Partners, LLC | 35.72% | Add +5.0% | 879,419 | $110.5M |
| Partners Capital Investment Group, LLP | 1.76% | Add +4.8% | 875,843 | $110.0M |
| Goldstein Advisors, LLC | 16.04% | Reduce -1.8% | 839,651 | $105.5M |
| Johnson Bixby & Associates, LLC | 15.96% | Reduce -0.0% | 833,466 | $104.7M |
| Claar Advisors LLC | 35.08% | Add +2.6% | 829,875 | $104.2M |
| Winthrop Advisory Group LLC | 12.18% | Add +3.3% | 784,194 | $98.5M |
| Reliant Wealth Planning | 38.67% | Add +1.3% | 710,862 | $89.3M |
| Stratos Investment Management, LLC | 6.04% | Add +19.1% | 688,624 | $86.5M |
| Macquarie Group Ltd. | 0.09% | Add +2.0% | 684,074 | $85.9M |
| Jaffetilchin Investment Partners, LLC | 6.38% | Reduce -1.7% | 668,034 | $83.9M |
| Zhang Financial LLC | 5.30% | Reduce -2.9% | 667,769 | $83.9M |
| Ullmann Wealth Partners Group, LLC | 10.60% | Add +0.2% | 652,426 | $82.0M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +5.0% | 648,006 | $81.4M |
| Raymond James & Associates | 0.05% | Add +1.0% | 636,617 | $80.0M |
| Cetera Investment Advisers | 0.17% | Add +5.0% | 626,272 | $78.7M |
| Ancora Advisors LLC | 1.79% | Add +2.8% | 624,811 | $78.5M |
| Simon Quick Advisors, LLC | 4.48% | Reduce -0.5% | 563,973 | $70.8M |
| Independent Order of Foresters | 39.86% | No change | 549,619 | $69.0M |
| Cresset Asset Management, LLC | 0.27% | Add +2.3% | 545,592 | $68.5M |
| Heritage Wealth Advisors | 3.14% | Reduce -0.1% | 532,821 | $66.9M |
| Allen Investment Management, LLC | 0.79% | No change | 531,212 | $66.7M |
| Executive Wealth Management, LLC | 5.19% | New | 526,910 | $66.2M |
| MML Investors Services, LLC | 0.23% | Add +1.3% | 508,049 | $63.8M |
| Cwm, LLC | 0.27% | Add +13.5% | 506,309 | $63.6M |
| Facet Wealth, Inc. | 1.79% | Reduce -0.3% | 501,409 | $62.8M |
| O'Brien Wealth Partners LLC | 11.64% | Reduce -3.1% | 472,395 | $59.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -1.1% | 463,863 | $58.3M |
| Truist Financial Corp. | 0.09% | Reduce -4.2% | 463,060 | $58.2M |
| Blair William & Co. | 0.17% | Add +5.2% | 458,876 | $57.6M |
| Orion Porfolio Solutions, LLC | 0.57% | Reduce -3.8% | 456,349 | $57.3M |
| Orion Portfolio Solutions, LLC | 0.57% | Reduce -3.8% | 456,349 | $57.3M |
| jvl associates llc | 21.85% | Reduce -1.3% | 451,205 | $56.7M |
| Spectrum Strategic Capital Management, LLC | 38.08% | Reduce -1.0% | 446,574 | $56.1M |
| Equitable Holdings, Inc. | 0.54% | Add +6.6% | 445,153 | $55.9M |
| Vantage Financial Partners, LLC | 13.29% | Reduce -1.6% | 426,448 | $53.6M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -5.1% | 416,100 | $52.3M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -2.9% | 406,089 | $50.6M |
| Forvis Mazars Wealth Advisors, LLC | 1.15% | Reduce -3.1% | 398,812 | $50.1M |
| US Bancorp \de | 0.06% | Reduce -23.2% | 396,556 | $49.8M |
| Private Advisor Group, LLC | 0.31% | Add +11.1% | 396,313 | $49.8M |
| Crestwood Advisors Group, LLC | 0.91% | Add +2.1% | 378,614 | $47.6M |
| Kestra Advisory Services, LLC | 0.26% | Reduce -3.3% | 370,041 | $46.5M |
| Mission Wealth Management, LP | 1.14% | Reduce -1.1% | 367,110 | $46.1M |
| Geneos Wealth Management Inc. | 1.74% | Reduce -0.6% | 363,427 | $45.7M |
| Regatta Capital Group, LLC | 8.86% | Add +25.5% | 363,421 | $45.7M |
| Capital Analysts, LLC | 1.84% | Reduce -0.8% | 359,945 | $45.2M |
| Smallwood Wealth Investment Management, LLC | 31.80% | Add +2.2% | 354,968 | $44.6M |
| Pure Financial Advisors, LLC | 1.06% | Reduce -2.3% | 351,934 | $44.2M |
| BLB&B Advisors, LLC | 2.24% | Add +2.0% | 349,026 | $43.8M |
| Strategic Point Investment Advisors, LLC | 7.21% | Add +0.4% | 348,038 | $43.7M |
| Truepoint, Inc. | 1.16% | Reduce -1.3% | 343,646 | $43.2M |
| NorthCoast Asset Management LLC | 0.30% | Add +42.4% | 344,622 | $43.0M |
| Pathstone Holdings, LLC | 0.19% | Reduce -0.8% | 337,744 | $42.4M |
| Wooster Corthell Wealth Management, Inc. | 8.85% | Reduce -0.5% | 330,393 | $41.5M |
| Corient Private Wealth LP | 0.06% | Add +14.8% | 325,381 | $40.9M |
| University of Maryland Foundation, Inc. | 28.82% | New | 323,381 | $40.6M |
| Lido Advisors, LLC | 0.29% | Add +3.1% | 304,985 | $38.3M |
| TRUE Private Wealth Advisors | 4.56% | Reduce -18.2% | 304,367 | $38.2M |
| Ironsides Asset Advisors, LLC | 10.84% | Add +0.6% | 296,674 | $37.3M |
| Financial Designs Corp | 23.96% | Reduce -0.3% | 295,554 | $37.1M |
| Eldridge Investment Advisors, Inc. | 8.63% | Add +3.0% | 292,599 | $36.8M |
| Nicolet Advisory Services, LLC | 3.45% | Reduce -1.7% | 293,853 | $36.5M |
| Tolleson Wealth Management, Inc. | 6.87% | Reduce -17.5% | 287,026 | $36.1M |
| Pineridge Advisors LLC | 13.42% | Add +10.9% | 282,271 | $35.5M |
| Valmark Advisers, Inc. | 0.54% | Reduce -1.2% | 275,841 | $34.7M |
| Caprock Group, LLC | 1.25% | Add +0.2% | 274,345 | $34.5M |
| Captrust Financial Advisors | 0.10% | Reduce -5.6% | 273,147 | $34.3M |
| Rehmann Capital Advisory Group | 2.24% | Reduce -28.3% | 273,352 | $34.2M |
| Cigna Investments Inc. | 5.78% | Reduce -2.8% | 259,012 | $32.5M |
| Advus Financial Partners, LLC | 9.16% | Reduce -0.2% | 255,611 | $32.1M |
| KM Capital Management Ltd. | 16.37% | Reduce -4.3% | 243,857 | $30.6M |
| Heck Capital Advisors, LLC | 3.53% | Add +106.0% | 243,815 | $30.6M |
| Sendero Wealth Management, LLC | 4.70% | Add +0.4% | 237,526 | $29.8M |
| Monument Capital Management | 8.02% | Reduce -3.4% | 230,742 | $29.0M |
| Alaska Permanent Capital Management, LLC | 2.27% | Add +4.2% | 228,099 | $28.7M |
| Integrated Wealth Concepts LLC | 0.35% | Add +0.7% | 226,085 | $28.4M |
| Aviso Financial Inc. | 1.39% | Add +3.7% | 223,702 | $28.1M |
| Beacon Pointe Advisors, LLC | 0.32% | Add +0.0% | 221,737 | $27.9M |
| Northeast Financial Consultants Inc | 1.22% | Add +1.1% | 221,482 | $27.8M |
| Legacy Private Trust Co. | 1.86% | Reduce -1.8% | 220,585 | $27.7M |
| Patton Albertson Miller Group, LLC | 3.77% | Reduce -1.6% | 220,166 | $27.7M |
| Thrivent Financial for Lutherans | 0.05% | Add +194.7% | 218,233 | $27.4M |
| Legacy Financial Advisors, Inc. | 4.56% | Reduce -1.9% | 216,195 | $27.2M |
| Northwest Wealth Management, LLC | 6.29% | Add +2.1% | 214,744 | $27.0M |
| Family Wealth Partners, LLC | 13.74% | Add +1.4% | 213,765 | $26.9M |
| Catalyst Private Wealth, LLC | 13.05% | Add +12.9% | 211,876 | $26.6M |
| Monashee Investment Management LLC | 2.94% | No change | 211,260 | $26.5M |
| United Capital Financial Advisors, LLC | 0.22% | Reduce -0.3% | 210,318 | $26.4M |
| Jones Financial Companies LLLP | 0.03% | Add +58.4% | 204,669 | $25.6M |
| JGP Wealth Management, LLC | 3.28% | Add +2.6% | 202,792 | $25.5M |
| W.G. Shaheen & Associates DBA Whitney & Co | 2.70% | Reduce -0.3% | 200,543 | $25.2M |
| NewEdge Advisors, LLC | 0.16% | Add +8.4% | 197,212 | $24.8M |
| &partners | 0.47% | Add +137.1% | 194,258 | $24.3M |
| Empower Advisory Group, LLC | 0.08% | Add +2.7% | 193,244 | $24.3M |
| Astoria Strategic Wealth, Inc. | 6.95% | Reduce -2.3% | 188,995 | $23.7M |
| Cynosure Group, LLC | 3.46% | Reduce -1.7% | 188,716 | $23.7M |
| Life Planning Partners, Inc | 21.04% | Reduce -9.9% | 187,546 | $23.6M |
| Dohj, LLC | 5.43% | Reduce -0.5% | 187,087 | $23.3M |
| BCGM Wealth Management, LLC | 7.54% | Reduce -13.2% | 185,146 | $23.3M |
| Durante & Waters, LLC | 19.50% | Add +1.0% | 185,010 | $23.2M |
| Advisory Services Network, LLC | 0.48% | No change | 195,509 | $23.2M |
| Benchmark Financial Wealth Advisors, LLC | 7.70% | Reduce -2.9% | 183,769 | $23.1M |
| Financial Partners Group, Inc | 3.39% | Reduce -1.1% | 182,163 | $22.9M |
| Aletheian Wealth Advisors LLC | 13.21% | Add +3.2% | 180,111 | $22.6M |
| Cherrydale Wealth Management, LLC | 9.20% | Add +3.8% | 179,075 | $22.5M |
| Aerodigm Wealth, LLC | 14.22% | Add +16.1% | 179,063 | $22.5M |
| Atria Wealth Solutions, Inc. | 0.24% | Add +2.2% | 173,545 | $21.8M |
| Northern Trust Corp. | 0.00% | Add +8.2% | 171,298 | $21.5M |
| MontVue Capital Management, Inc. | 16.46% | Reduce -2.2% | 170,731 | $21.4M |
| Sweeney & Michel, LLC | 8.45% | Reduce -1.8% | 167,242 | $21.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.3% | 170,438 | $21.4M |
| Capstone Financial Advisors, Inc. | 1.30% | Add +2.6% | 167,653 | $21.1M |
| Litman Gregory Wealth Management LLC | 1.76% | Reduce -0.1% | 167,406 | $21.0M |
| Great Valley Advisor Group, Inc. | 0.51% | Add +146.9% | 166,676 | $20.9M |
| IFP Advisors, Inc | 0.73% | Reduce -2.0% | 161,621 | $20.3M |
| Robertson Stephens Wealth Management, LLC | 0.75% | Reduce -0.1% | 161,394 | $20.3M |
| Thoroughbred Financial Services, LLC | 1.31% | Reduce -0.7% | 161,304 | $20.3M |
| Stokes Family Office, LLC | 2.20% | Reduce -2.6% | 160,010 | $20.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.4% | 159,638 | $20.1M |
| Physician Wealth Advisors, Inc. | 3.55% | Reduce -6.6% | 154,861 | $19.7M |
| Vident Advisory, LLC | 0.49% | Reduce -1.3% | 155,635 | $19.6M |
| Squire Investment Management Company, LLC | 9.27% | Add +9.5% | 155,189 | $19.5M |
| Cosner Financial Group, LLC | 12.39% | Reduce -0.9% | 152,977 | $19.2M |
| Gleason Group, Inc. | 3.51% | Add +1.5% | 152,596 | $19.2M |
| Heritage Financial Services, LLC | 2.52% | Reduce -5.1% | 151,160 | $19.0M |
| Brookstone Capital Management | 0.28% | Add +1.1% | 150,895 | $19.0M |
| Sax Wealth Advisors, LLC | 1.69% | Add +3.5% | 150,428 | $18.9M |
| Weatherly Asset Management L. P. | 1.66% | Add +0.1% | 150,364 | $18.9M |
| Nwam LLC | 1.13% | New | 148,072 | $18.6M |
| Planned Solutions, Inc. | 7.50% | Add +1.8% | 146,775 | $18.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.42% | Reduce -1.8% | 146,563 | $18.4M |
| Tortoise Investment Management, LLC | 1.91% | Reduce -2.8% | 145,860 | $18.3M |
| Brighton Jones LLC | 0.69% | Reduce -4.2% | 145,636 | $18.3M |
| Friedenthal Financial | 10.66% | Add +1.9% | 144,974 | $18.2M |
| Baird Financial Group, Inc. | 0.03% | Add +3.3% | 139,580 | $17.5M |
| Avantax Advisory Services, Inc. | 0.11% | Add +1.3% | 138,140 | $17.4M |
| Koshinski Asset Management, Inc. | 1.49% | Reduce -1.3% | 137,475 | $17.3M |
| Canvas Wealth Advisors, LLC | 4.68% | Reduce -0.5% | 135,007 | $17.0M |
| Sowell Financial Services LLC | 0.78% | Add +4.6% | 134,184 | $16.9M |
| Moneywise, Inc. | 8.19% | Add +9.6% | 132,519 | $16.6M |
| TruNorth Capital Management, LLC | 4.93% | Reduce -0.6% | 132,496 | $16.6M |
| PrairieView Partners, LLC | 1.71% | Reduce -1.8% | 131,013 | $16.5M |
| Beacon Financial Group | 1.79% | Add +21.1% | 130,900 | $16.4M |
| Comerica Bank | 0.06% | Reduce -0.3% | 127,420 | $16.0M |
| Oakwell Private Wealth Management, LLC | 4.60% | Reduce -3.9% | 127,204 | $16.0M |
| Essex Financial Services, Inc. | 1.15% | Reduce -15.2% | 124,693 | $15.9M |
| Peirce Capital Management, LLC | 7.92% | Reduce -1.7% | 125,514 | $15.8M |
| Wealthspire Retirement, LLC | 1.27% | Add +1.5% | 124,601 | $15.7M |
| Romano Brothers and Company | 1.94% | Add +0.2% | 124,176 | $15.6M |
| Stevens Capital Partners | 7.42% | Reduce -0.2% | 123,654 | $15.5M |
| Divergent Wealth Advisors | 2.81% | Reduce -0.2% | 122,478 | $15.4M |
| Asset Dedication, LLC | 1.04% | Reduce -3.4% | 122,312 | $15.4M |
| 1900 Wealth Management LLC | 1.30% | Reduce -12.9% | 120,514 | $15.1M |
| First Foundation Advisors | 0.55% | Add +1.2% | 117,112 | $14.7M |
| Choreo, LLC | 0.22% | Add +0.3% | 117,906 | $14.7M |
| Bernardo Wealth Planning LLC | 3.55% | Add +253.7% | 114,745 | $14.7M |
| Plancorp, LLC | 0.60% | Reduce -13.4% | 116,287 | $14.6M |
| Greenleaf Trust | 0.13% | Reduce -2.7% | 114,607 | $14.4M |
| DDFG, Inc | 4.11% | Reduce -2.2% | 114,395 | $14.4M |
| Boston Mountain Money Management Inc. | 8.34% | Reduce -2.0% | 114,390 | $14.4M |
| Wealthspire Advisors, LLC | 0.14% | Reduce -2.7% | 109,935 | $13.8M |
| Sanctuary Advisors, LLC | 0.09% | Add +11.7% | 103,755 | $13.7M |
| Elevate Wealth Advisory, Inc. | 10.02% | Add +0.0% | 107,481 | $13.5M |
| NWF Advisory Services Inc. | 1.96% | Add +6.2% | 107,036 | $13.4M |
| WBH Advisory Inc. | 1.26% | Reduce -0.1% | 106,086 | $13.3M |
| Smith Shellnut Wilson LLC | 5.98% | Reduce -0.5% | 105,368 | $13.2M |
| Janney Montgomery Scott LLC | 0.04% | Add +1.0% | 104,243 | $13.1M |
| Regent Peak Wealth Advisors LLC | 2.96% | Reduce -2.6% | 102,579 | $12.9M |
| Crescent Grove Advisors, LLC | 1.30% | Reduce -5.7% | 101,633 | $12.8M |
| Farrow Financial, Inc. | 8.00% | Reduce -0.7% | 101,103 | $12.7M |
| King Wealth Management Group | 1.92% | Reduce -2.0% | 97,902 | $12.3M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +0.1% | 94,026 | $11.8M |
| First Hawaiian Bank | 0.38% | Reduce -3.4% | 93,586 | $11.8M |
| Freestone Capital Holdings, LLC | 0.40% | Reduce -1.3% | 93,062 | $11.7M |
| MAI Capital Management | 0.11% | Add +0.4% | 92,435 | $11.6M |
| Roger Wittlin Investment Advisory, LLC | 6.62% | Add +0.6% | 91,563 | $11.5M |
| Waverly Advisors, LLC | 0.21% | Add +1.4% | 91,446 | $11.5M |
| Rollins Financial Advisors, LLC | 1.88% | Reduce -2.0% | 89,997 | $11.3M |
| GM Advisory Group, LLC | 0.68% | Add +0.0% | 89,965 | $11.3M |
| Glenview Trust Co | 0.22% | Reduce -10.7% | 89,430 | $11.2M |
| Satovsky Asset Management LLC | 2.51% | Reduce -0.4% | 88,598 | $11.1M |
| ORG Partners LLC | 1.79% | Add +28.0% | 88,382 | $11.1M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +3.1% | 88,082 | $11.1M |
| Wade Financial Advisory, Inc | 3.68% | Reduce -0.1% | 87,084 | $10.9M |
| Towercrest Capital Management | 1.76% | Reduce -7.6% | 86,882 | $10.9M |
| Cornell Pochily Investment Advisors, Inc. | 3.74% | Add +9.9% | 85,689 | $10.8M |
| Family Manage LLC | 1.79% | Add +13.9% | 85,348 | $10.7M |
| AQR Capital Management | 0.01% | Add +9.8% | 83,763 | $10.5M |
| McElhenny Sheffield Capital Management, LLC | 3.43% | Add +9.7% | 83,188 | $10.5M |
| Clearstead Advisors, LLC | 0.16% | Reduce -0.8% | 82,902 | $10.4M |
| Tudor Investment Corporation | 0.11% | Add +116.2% | 81,812 | $10.3M |
| OMNI 360 Wealth, Inc. | 7.04% | Reduce -1.8% | 81,667 | $10.3M |
| Argent Trust Co | 0.42% | Add +0.4% | 81,648 | $10.3M |
| Flagship Harbor Advisors, LLC | 0.56% | Add +948.3% | 81,128 | $10.2M |
| Fulcrum Equity Management | 8.57% | Reduce -0.3% | 80,766 | $10.1M |
| Baron Silver Stevens Financial Advisors, LLC | 1.77% | Add +0.2% | 80,742 | $10.1M |
| Summit Financial, LLC | 0.39% | Add +36.2% | 78,202 | $9.8M |
| Pinnacle Financial Partners Inc | 0.19% | Reduce -31.5% | 76,448 | $9.6M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +2.8% | 76,318 | $9.6M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +3.4% | 73,869 | $9.5M |
| CreativeOne Wealth, LLC | 0.32% | Add +39.9% | 75,066 | $9.4M |
| Independent Financial Group, LLC | 0.35% | Add +6.0% | 74,902 | $9.4M |
| Signature Estate & Investment Advisors LLC | 0.22% | Add +0.3% | 74,593 | $9.4M |
| Investors Research Corp | 2.03% | Reduce -0.6% | 73,875 | $9.3M |
| Jmac Enterprises LLC | 1.45% | Add +4.7% | 72,351 | $9.1M |
| KFA Private Wealth Group, LLC | 4.31% | Reduce -23.8% | 71,953 | $9.0M |
| ETF Portfolio Partners, Inc. | 2.67% | Reduce -33.9% | 71,790 | $9.0M |
| Magnolia Capital Advisors LLC | 4.46% | Add +442.7% | 70,955 | $8.9M |
| Aft, Forsyth & Sober, LLC | 2.92% | Reduce -1.2% | 70,575 | $8.9M |
| Element Wealth, LLC | 4.60% | Add +2.1% | 69,083 | $8.7M |
| Independent Solutions Wealth Management, LLC | 1.95% | Reduce -13.0% | 68,730 | $8.6M |
| StoneX Group Inc. | 0.63% | Reduce -0.7% | 68,692 | $8.6M |
| Rede Wealth, LLC | 3.26% | Reduce -7.6% | 67,888 | $8.5M |
| Sard Wealth Management Group, LLC | 5.59% | Reduce -1.1% | 67,309 | $8.5M |
| MorganRosel Wealth Management, LLC | 2.78% | Add +9.1% | 67,001 | $8.4M |
| Turtle Creek Wealth Advisors, LLC | 1.64% | Reduce -0.5% | 65,149 | $8.2M |
| Patriot Investment Management Group, Inc. | 0.60% | Reduce -1.0% | 64,739 | $8.1M |
| CENTRAL TRUST Co | 0.19% | Reduce -2.5% | 64,712 | $8.1M |
| Sigma Planning Corp | 0.25% | Reduce -6.3% | 64,454 | $8.1M |
| Strategic Equity Management | 3.77% | Add +45.1% | 63,289 | $8.0M |
| OneDigital Investment Advisors LLC | 0.09% | Add +30.1% | 62,710 | $7.9M |
| Roble, Belko & Company, Inc | 1.24% | Add +0.1% | 62,574 | $7.9M |
| Naples Global Advisors, LLC | 0.73% | Add +0.2% | 62,396 | $7.8M |
| Modera Wealth Management, LLC | 0.10% | Reduce -0.3% | 62,374 | $7.8M |
| Regal Investment Advisors LLC | 0.55% | Reduce -69.3% | 62,370 | $7.8M |
| Source Financial Advisors LLC | 2.29% | Add +1.8% | 61,723 | $7.8M |
| Retirement Planning Group, LLC | 0.42% | Add +0.7% | 61,573 | $7.7M |
| Moneco Advisors, LLC | 0.96% | Add +7.1% | 61,493 | $7.7M |
| Well Done, LLC | 1.39% | Add +1.4% | 60,387 | $7.6M |
| Amplius Wealth Advisors, LLC | 0.82% | Reduce -5.0% | 59,714 | $7.5M |
| Grove Bank & Trust | 1.10% | Add +0.2% | 59,426 | $7.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -1.9% | 59,231 | $7.4M |
| Savant Capital, LLC | 0.06% | Add +129.7% | 59,152 | $7.4M |
| Summit Wealth Partners, LLC | 1.42% | Add +14.7% | 58,743 | $7.4M |
| Donor Advised Charitable Giving, Inc. | 0.18% | Add +0.4% | 58,711 | $7.4M |
| First Financial Bank - Trust Division | 0.67% | Reduce -0.2% | 58,243 | $7.3M |
| Hardy Reed LLC | 0.65% | Reduce -0.1% | 58,179 | $7.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +7.2% | 58,073 | $7.3M |
| Forbes J M & Co. LLP | 0.71% | Reduce -0.1% | 58,060 | $7.3M |
| Financial Management Professionals, Inc. | 0.91% | Reduce -1.7% | 58,024 | $7.3M |
| Fifth Third Securities, Inc. | 0.68% | Reduce -13.5% | 57,280 | $7.2M |
| Global Retirement Partners, LLC | 0.22% | Add +1.1% | 57,257 | $7.2M |
| Certus Wealth Management, LLC | 4.99% | Reduce -36.0% | 57,034 | $7.2M |
| Lynch & Associates | 1.51% | Reduce -1.4% | 56,872 | $7.1M |
| Bank of Montreal | 0.00% | Reduce -38.6% | 56,186 | $7.0M |
| Summit Trail Advisors, LLC | 0.17% | Add +102.0% | 55,756 | $7.0M |
| Matthew Goff Investment Advisor, LLC | 1.32% | Add +20.2% | 55,279 | $6.9M |
| Hollencrest Capital Management | 0.28% | Reduce -1.0% | 54,669 | $6.9M |
| National Philanthropic Trust | 0.12% | Reduce -1.0% | 54,669 | $6.9M |
| Ridgecrest Wealth Partners, LLC | 3.56% | Reduce -1.7% | 54,312 | $6.8M |
| Bar Harbor Wealth Management | 0.44% | No change | 54,194 | $6.8M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -33.9% | 54,185 | $6.8M |
| Ironwood Financial, llc | 1.38% | Add +4.3% | 52,429 | $6.6M |
| Grand Wealth Management, LLC | 3.69% | Reduce -7.6% | 52,040 | $6.5M |
| Wealthcare Capital Management LLC | 0.65% | Reduce -12.5% | 51,943 | $6.5M |
| Pettinga Financial Advisors LLC | 1.54% | Reduce -0.0% | 51,738 | $6.5M |
| Hassell Wealth Management, LLC | 2.71% | Add +1.2% | 51,792 | $6.5M |
| Westwood Holdings Group Inc. | 0.05% | No change | 50,976 | $6.4M |
| Fairview Capital Investment Management, LLC | 0.35% | Reduce -0.4% | 50,945 | $6.4M |
| Smithfield Trust Co | 0.31% | Add +428.6% | 50,721 | $6.4M |
| Capital Planning LLC | 1.77% | Reduce -0.3% | 50,337 | $6.3M |
| Avalon Advisory Group | 2.86% | Reduce -1.6% | 50,294 | $6.3M |
| HBK Sorce Advisory LLC | 0.19% | Reduce -8.3% | 50,243 | $6.3M |
| Endowment Wealth Management, Inc. | 4.13% | Add +0.2% | 50,028 | $6.3M |
| Tyler-Stone Wealth Management | 1.18% | Add +96.3% | 49,922 | $6.3M |
| Doliver Advisors, LP | 1.71% | Reduce -4.8% | 49,678 | $6.2M |
| SCS Capital Management LLC | 0.13% | No change | 49,429 | $6.2M |
| Claris Advisors, LLC / Mo / | 2.67% | Add +19.9% | 48,994 | $6.2M |
| First Heartland Consultants, Inc. | 0.66% | Reduce -5.4% | 48,813 | $6.1M |
| Chicago Partners Investment Group LLC | 0.22% | Reduce -2.5% | 48,141 | $6.1M |
| PFG Investments, LLC | 0.39% | Add +291.5% | 48,311 | $6.1M |
| GeoWealth Management, LLC | 0.21% | Add +4.4% | 48,241 | $6.1M |
| Davidson Investment Advisors | 0.29% | New | 47,609 | $6.0M |
| Gateway Advisory, LLC | 0.96% | Reduce -1.1% | 47,422 | $6.0M |
| Concourse Financial Group Securities, Inc. | 0.35% | Reduce -26.2% | 47,076 | $5.9M |
| Dynamic Advisor Solutions LLC | 0.17% | Reduce -0.5% | 46,324 | $5.8M |
| Tsfg, LLC | 1.27% | Add +1.6% | 46,134 | $5.8M |
| JSF Financial, LLC | 1.69% | Reduce -3.5% | 46,036 | $5.8M |
| Quantinno Capital Management LP | 0.07% | Add +257.3% | 45,629 | $5.7M |
| Hudock, Inc. | 0.98% | Reduce -1.0% | 45,342 | $5.7M |
| Principal Securities, Inc. | 0.14% | Add +0.3% | 44,680 | $5.6M |
| Ferguson Wellman Capital Management, Inc. | 0.11% | Reduce -0.0% | 44,181 | $5.6M |
| Twin Focus Capital Partners, LLC | 0.87% | Add +1.7% | 44,004 | $5.5M |
| Morling Financial Advisors, LLC | 2.10% | No change | 43,952 | $5.5M |
| Nations Financial Group Inc, /Ia/ | 0.40% | Add +0.5% | 43,924 | $5.5M |
| Sheets Smith Wealth Management | 0.67% | Reduce -0.8% | 43,437 | $5.5M |
| Bank of Hawaii | 0.23% | Reduce -9.1% | 43,220 | $5.4M |
| Sutton Place Investors LLC | 3.29% | Reduce -1.3% | 42,911 | $5.4M |
| FAS Wealth Partners, Inc. | 0.43% | Add +0.6% | 42,645 | $5.4M |
| National Bank of Canada | 0.01% | Add +323.8% | 42,630 | $5.4M |
| Flagship Private Wealth, LLC | 2.75% | Add +3.1% | 42,443 | $5.3M |
| Debussy Capital Management LP | 1.53% | Reduce -14.5% | 41,946 | $5.3M |
| Johnson Investment Counsel Inc. | 0.05% | Add +15.4% | 41,767 | $5.2M |
| Retirement Capital Strategies | 2.05% | Reduce -4.1% | 41,736 | $5.2M |
| FinTrust Capital Advisors, LLC | 0.87% | Add +0.0% | 40,996 | $5.1M |
| MBA Advisors LLC | 2.43% | Reduce -42.5% | 40,305 | $5.1M |
| Franklin Resources Inc. | 0.00% | Reduce -1.4% | 39,407 | $5.0M |
| Cornerstone Wealth Group, LLC | 0.42% | New | 40,050 | $5.0M |
| BlackDiamond Wealth Management, LLC | 3.00% | Reduce -3.5% | 37,686 | $5.0M |
| Investment Advisory Group, LLC | 1.71% | Reduce -0.0% | 39,310 | $4.9M |
| Snowden Capital Advisors LLC | 0.15% | Add +4.2% | 39,241 | $4.9M |
| Accurate Wealth Management, LLC | 0.98% | Reduce -7.9% | 38,352 | $4.9M |
| Canandaigua National Bank & Trust Co. | 0.46% | New | 38,491 | $4.8M |
| Fonville Wealth Management LLC | 1.66% | No change | 38,200 | $4.8M |
| Sunbelt Securities, Inc. | 0.46% | Add +16.2% | 37,495 | $4.7M |
| Capital Advisors, Ltd. LLC | 0.58% | Add +0.1% | 37,132 | $4.7M |
| Keystone Financial Group | 0.60% | New | 36,943 | $4.6M |
| Bordeaux Wealth Advisors LLC | 0.84% | Add +16.4% | 36,877 | $4.6M |
| Vontobel Holding Ltd. | 0.01% | Reduce -1.8% | 36,795 | $4.6M |
| MA Private Wealth | 0.86% | Add +8.8% | 36,525 | $4.6M |
| Farther Finance Advisors, LLC | 0.17% | Add +3.5% | 36,349 | $4.6M |
| NYL Investors LLC | 0.29% | Add +2.3% | 35,894 | $4.5M |
| Dakota Wealth Management | 0.10% | Reduce -19.1% | 35,737 | $4.5M |
| Allstate Corp. | 0.42% | Reduce -57.4% | 35,291 | $4.4M |
| Western Wealth Management, LLC | 0.25% | Add +11.5% | 35,208 | $4.4M |
| Libra Wealth LLC | 1.76% | Reduce -1.7% | 35,164 | $4.4M |
| Allie Family Office LLC | 2.38% | Add +1.3% | 35,131 | $4.4M |
| LVZ, Inc. | 0.56% | Add +2.7% | 35,063 | $4.4M |
| Soltis Investment Advisors LLC | 0.43% | Add +7.6% | 35,049 | $4.4M |
| Wealth Management Associates, Inc. | 1.94% | Add +1.7% | 35,033 | $4.4M |
| RFG Advisory, LLC | 0.13% | Add +42.2% | 34,824 | $4.4M |
| LCNB Corp. | 1.54% | Reduce -2.4% | 34,650 | $4.4M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Add +0.9% | 34,487 | $4.3M |
| Apella Capital, LLC | 0.18% | Add +4.3% | 34,792 | $4.3M |
| Rather & Kittrell, Inc. | 1.05% | Add +4.0% | 34,267 | $4.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.5% | 33,282 | $4.2M |
| Up Strategic Wealth Investment Advisors LLC | 4.66% | No change | 33,172 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +3.5% | 32,913 | $4.1M |
| Lazard Asset Management LLC | 0.01% | No change | 32,865 | $4.1M |
| Arax Advisory Partners | 0.36% | Reduce -1.4% | 32,117 | $4.0M |
| Kraft Asset Management, LLC | 3.15% | Reduce -6.7% | 32,009 | $4.0M |
| Legacy Financial Group LLC | 0.77% | Add +2.5% | 31,759 | $4.0M |
| Private Trust Co. NA | 0.40% | Reduce -0.5% | 31,581 | $4.0M |
| Sigma Investment Counselors Inc. | 0.23% | Add +3.0% | 31,580 | $4.0M |
| Glen Eagle Advisors, LLC | 0.66% | Reduce -1.0% | 31,233 | $3.9M |
| TFO Wealth Partners, LLC | 0.74% | Add +0.7% | 31,219 | $3.9M |
| Montecito Bank & Trust | 0.65% | Reduce -3.8% | 30,407 | $3.8M |
| Ieq Capital, LLC | 0.05% | Add +13.2% | 30,338 | $3.8M |
| Citigroup Inc. | 0.00% | Add +9.6% | 30,201 | $3.8M |
| Prospera Financial Services Inc | 0.10% | Add +11.4% | 30,167 | $3.8M |
| CFS Investment Advisory Services, LLC | 0.31% | Add +5.6% | 29,822 | $3.7M |
| VestGen Investment Management | 1.04% | No change | 29,678 | $3.7M |
| Modern Wealth Management, LLC | 0.23% | Add +11.3% | 29,407 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +0.6% | 29,187 | $3.7M |
| Sentinel Pension Advisors, LLC | 0.70% | Reduce -15.0% | 29,025 | $3.6M |
| Wedmont Private Capital | 0.21% | Reduce -0.3% | 29,278 | $3.6M |
| Bessemer Group Inc. | 0.01% | Add +1.7% | 28,640 | $3.6M |
| Carr Financial Group Corp | 1.07% | Add +18.3% | 28,466 | $3.6M |
| Summit Investment Advisory Services, LLC | 1.86% | New | 27,951 | $3.5M |
| Diversified Portfolios, Inc. | 0.37% | Add +11.2% | 27,949 | $3.5M |
| Forte Asset Management LLC | 1.84% | Add +0.4% | 27,452 | $3.4M |
| Symphony Financial Services, Inc. | 2.90% | Reduce -0.0% | 27,131 | $3.4M |
| Glass Jacobson Investment Advisors llc | 1.11% | Reduce -1.3% | 26,762 | $3.4M |
| PFG Advisors | 0.21% | Reduce -1.2% | 26,429 | $3.3M |
| Capital Market Strategies LLC | 2.01% | Add +0.8% | 26,411 | $3.3M |
| TFC Financial Management, Inc. | 0.52% | Reduce -0.2% | 26,350 | $3.3M |
| Joel Isaacson & Co., LLC | 0.16% | Add +0.9% | 26,107 | $3.3M |
| Merit Financial Group, LLC | 0.07% | Reduce -38.3% | 26,015 | $3.3M |
| N.E.W. Advisory Services LLC | 0.32% | Add +19.0% | 25,759 | $3.2M |
| Callan Family Office, LLC | 0.54% | Add +4.3% | 25,640 | $3.2M |
| Choate Investment Advisors | 0.08% | Reduce -0.4% | 25,613 | $3.2M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Add +4.1% | 25,489 | $3.2M |
| Avior Wealth Management, LLC | 0.13% | Reduce -23.2% | 25,160 | $3.2M |
| Sage Mountain Advisors LLC | 0.27% | Reduce -0.9% | 25,151 | $3.2M |
| Park Avenue Securities LLC | 0.04% | Reduce -4.3% | 25,115 | $3.2M |
| Brown Advisory Inc. | 0.00% | Add +6.5% | 24,973 | $3.1M |
| CPC Advisors, LLC | 0.47% | No change | 24,899 | $3.1M |
| Silvia McColl Wealth Management, LLC | 2.33% | No change | 24,800 | $3.1M |
| Jefferies Financial Group Inc. | 0.05% | Add +0.0% | 24,626 | $3.1M |
| Regency Capital Management Inc.\DE | 1.68% | Add +177.1% | 24,383 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -11.0% | 24,266 | $3.0M |
| Samalin Investment Counsel, LLC | 1.32% | Reduce -0.6% | 24,041 | $3.0M |
| Tiaa Trust, National Association | 0.01% | Add +7.8% | 23,854 | $3.0M |
| RFP Financial Group LLC | 0.97% | Add +1.6% | 23,623 | $3.0M |
| Stephens Inc. | 0.04% | No change | 23,503 | $3.0M |
| Aspiriant, LLC | 0.11% | No change | 23,325 | $2.9M |
| Quadrant Private Wealth Management, LLC | 0.72% | Reduce -1.7% | 23,168 | $2.9M |
| Composition Wealth, LLC | 0.07% | Reduce -20.0% | 23,104 | $2.9M |
| GSG Advisors LLC | 0.96% | Add +60.1% | 23,312 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -7.3% | 22,883 | $2.9M |
| Buttonwood Financial Advisors Inc. | 1.25% | Add +0.7% | 22,834 | $2.9M |
| Tenon Financial LLC | 1.88% | No change | 22,540 | $2.8M |
| Townsquare Capital LLC | 0.03% | Reduce -1.6% | 22,538 | $2.8M |
| Alliance Wealth Management Group | 0.75% | Add +7.4% | 22,505 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -3.4% | 22,550 | $2.8M |
| SC&H Financial Advisors, Inc. | 0.61% | Add +0.0% | 22,384 | $2.8M |
| Kelly Financial Services LLC | 1.02% | Reduce -0.9% | 22,173 | $2.8M |
| AdvisorNet Financial, Inc | 0.21% | Add +8.9% | 22,001 | $2.8M |
| Oxford Financial Group, LTD. LLC | 0.17% | Reduce -0.1% | 21,712 | $2.7M |
| Gries Financial LLC | 0.50% | Reduce -0.5% | 21,460 | $2.7M |
| Fiduciary Alliance LLC | 0.36% | Add +2.9% | 21,447 | $2.7M |
| Natixis Advisors, LLC | 0.01% | Add +15.1% | 21,447 | $2.7M |
| Ritholtz Wealth Management | 0.08% | Add +8.1% | 21,258 | $2.7M |
| Aaron Wealth Advisors LLC | 0.32% | Add +26.3% | 21,219 | $2.7M |
| Snider Financial Group | 0.97% | Add +1.9% | 21,196 | $2.7M |
| Agf Management Ltd. | 0.01% | No change | 21,185 | $2.7M |
| Rf&l Wealth Management, LLC | 1.88% | Reduce -0.9% | 21,149 | $2.7M |
| Phillips Financial Management, LLC | 0.20% | Add +5.0% | 20,880 | $2.6M |
| ShoreHaven Wealth Partners, LLC | 1.26% | Add +33.1% | 20,868 | $2.6M |
| IHT Wealth Management, LLC | 0.07% | Add +4.1% | 20,836 | $2.6M |
| Able Wealth Management LLC | 1.99% | Reduce -0.2% | 20,850 | $2.6M |
| EP Wealth Advisors, LLC | 0.02% | Add +15.0% | 20,821 | $2.6M |
| Maltin Wealth Management, Inc. | 1.27% | Reduce -0.3% | 20,694 | $2.6M |
| Northwest Bancshares, Inc. | 0.44% | Reduce -0.4% | 20,682 | $2.6M |
| Financial Advocates Investment Management | 0.15% | Add +11.0% | 15,283 | $2.6M |
| TKG Advisors, LLC | 1.27% | Add +0.0% | 20,485 | $2.6M |
| Correct Capital Wealth Management | 0.57% | Add +60.8% | 20,455 | $2.6M |
| Great Point Wealth Advisors, LLC | 0.54% | Reduce -1.1% | 20,278 | $2.5M |
| Insigneo Advisory Services, LLC | 0.26% | Add +0.1% | 20,202 | $2.5M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -11.4% | 20,187 | $2.5M |
| First National Bank & Trust Co. of Newtown | 0.48% | Reduce -3.9% | 19,930 | $2.5M |
| Quad-Cities Investment Group, LLC | 1.25% | Reduce -0.2% | 19,859 | $2.5M |
| Talisman Wealth Advisors LLC | 2.62% | Reduce -4.5% | 19,883 | $2.5M |
| Mutual Advisors, LLC | 0.07% | Add +2.7% | 19,353 | $2.5M |
| Virtue Capital Management, LLC | 0.48% | Reduce -18.5% | 19,125 | $2.4M |
| Cascade Financial Partners, LLC | 0.30% | Reduce -1.7% | 18,802 | $2.4M |
| Mayflower Financial Advisors, LLC | 0.36% | Add +2.6% | 18,982 | $2.4M |
| ZWJ Investment Counsel Inc. | 0.10% | Add +0.9% | 18,568 | $2.3M |
| M&T Bank Corp | 0.01% | No change | 18,476 | $2.3M |
| Sage Financial Group Inc. | 0.19% | Add +0.0% | 18,296 | $2.3M |
| Evoke Wealth, LLC | 0.06% | New | 18,191 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +8.2% | 18,177 | $2.3M |
| Greenline Partners, LLC | 0.33% | Reduce -9.9% | 18,105 | $2.3M |
| Prosperity Planning, Inc. | 1.00% | Reduce -7.8% | 17,926 | $2.3M |
| Wealth Group Ltd | 0.65% | Reduce -2.1% | 17,657 | $2.2M |
| Schrum Private Wealth Management LLC | 1.14% | Add +41.1% | 17,532 | $2.2M |
| Sowa Financial Group, Inc. | 1.39% | Reduce -4.9% | 17,517 | $2.2M |
| Claro Advisors Inc. | 0.28% | Add +6.9% | 17,515 | $2.2M |
| Associated Banc-Corp | 0.06% | Reduce -7.2% | 17,476 | $2.2M |
| Accredited Investors Inc. | 0.13% | Add +71.6% | 17,448 | $2.2M |
| Valeo Financial Advisors, LLC | 0.06% | Add +2.9% | 17,397 | $2.2M |
| Archer Investment Corp | 0.58% | Add +0.4% | 17,276 | $2.2M |
| Peak Financial Management, Inc. | 0.63% | Add +0.5% | 17,153 | $2.2M |
| Raymond James Trust N.A. | 0.05% | Add +5.3% | 17,107 | $2.1M |
| Alta Wealth Advisors LLC | 0.98% | Add +10.8% | 17,098 | $2.1M |
| Cherry Tree Wealth Management, LLC | 0.51% | Reduce -1.1% | 17,078 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +6.5% | 17,055 | $2.1M |
| Grey Ledge Advisors, LLC | 0.54% | Reduce -1.9% | 16,875 | $2.1M |
| Geller Advisors LLC | 0.15% | Add +0.1% | 16,762 | $2.1M |
| Hamilton Capital, LLC | 0.16% | No change | 16,835 | $2.1M |
| Farmers & Merchants Investments Inc. | 0.07% | Add +2.5% | 16,714 | $2.1M |
| Sand Hill Global Advisors, LLC | 0.09% | Reduce -2.8% | 16,672 | $2.1M |
| Cardiff Park Advisors, LLC | 0.19% | Add +0.9% | 16,635 | $2.1M |
| Brooklyn FI, LLC | 0.74% | Add +74.5% | 16,635 | $2.1M |
| Compound Planning, Inc. | 0.13% | Add +39.9% | 16,588 | $2.1M |
| Signaturefd, LLC | 0.04% | Add +22.3% | 16,474 | $2.1M |
| Sinecera Capital, LLC | 2.49% | No change | 16,431 | $2.1M |
| Tranquility Partners, LLC | 0.74% | Reduce -1.4% | 16,165 | $2.0M |
| Destiny Wealth Partners, LLC | 0.35% | No change | 16,088 | $2.0M |
| NewEdge Wealth, LLC | 0.04% | Add +12.0% | 16,029 | $2.0M |
| Keybank National Association | 0.01% | Add +1.6% | 16,002 | $2.0M |
| Hoxton Planning & Management, LLC | 0.78% | Add +14.0% | 15,993 | $2.0M |
| AE Wealth Management LLC | 0.02% | Reduce -3.3% | 15,859 | $2.0M |
| Lauterbach Financial Advisors, LLC | 1.21% | Add +6.5% | 15,837 | $2.0M |
| Objective Capital Management, LLC | 1.16% | — | 15,764 | $2.0M |
| BIP Wealth, LLC | 0.13% | Reduce -0.5% | 15,736 | $2.0M |
| Apollon Financial, LLC | 0.58% | Add +0.2% | 15,642 | $2.0M |
| Summit Global Investments | 0.13% | Reduce -9.0% | 15,628 | $2.0M |
| Guidance Point Advisors, LLC | 0.59% | Add +0.0% | 15,492 | $1.9M |
| Rosenberg Matthew Hamilton | 0.51% | Add +3.7% | 15,391 | $1.9M |
| Whitcomb & Hess, Inc. | 0.57% | Reduce -1.5% | 15,346 | $1.9M |
| Patten Group, Inc. | 0.42% | Reduce -0.5% | 15,200 | $1.9M |
| Diametric Capital, LP | 0.94% | New | 15,133 | $1.9M |
| Wealth Effects LLC | 0.66% | Reduce -4.2% | 15,096 | $1.9M |
| Spire Wealth Management | 0.06% | Add +4.6% | 15,055 | $1.9M |
| Almanack Investment Partners, LLC. | 0.30% | No change | 15,013 | $1.9M |
| Columbus Macro, LLC | 0.68% | Reduce -1.8% | 14,749 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Add +6.3% | 14,789 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.38% | Add +1.6% | 14,728 | $1.9M |
| Parkside Investments, LLC | 0.28% | Add +1.1% | 14,684 | $1.8M |
| KOM Wealth Management Group, LLC | 1.53% | Reduce -1.6% | 14,649 | $1.8M |
| Northwest Capital Management Inc | 0.65% | Add +0.1% | 14,321 | $1.8M |
| Trivium Point Advisory, LLC | 0.25% | Reduce -2.5% | 13,669 | $1.8M |
| Centerpoint Advisors, LLC | 0.62% | Reduce -7.1% | 14,177 | $1.8M |
| Blue Fin Capital, Inc. | 0.34% | Add +2.8% | 14,049 | $1.8M |
| SFG Wealth Management, LLC. | 0.93% | Reduce -4.3% | 14,022 | $1.8M |
| Eagle Bluffs Wealth Management LLC | 0.95% | Reduce -0.6% | 14,002 | $1.8M |
| Essex Bank | 0.44% | Reduce -14.1% | 13,998 | $1.8M |
| Aspen Wealth Management LLC | 0.53% | Add +41.8% | 13,986 | $1.8M |
| Vanguard Group Inc. | 0.00% | Add +9.5% | 13,962 | $1.8M |
| Kings Path Partners LLC | 0.73% | Reduce -0.7% | 13,943 | $1.8M |
| TD Private Client Wealth LLC | 0.05% | Add +59.0% | 13,885 | $1.7M |
| Icon Wealth Advisors, LLC | 0.15% | Add +0.1% | 13,880 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.36% | Reduce -21.7% | 13,737 | $1.7M |
| Pinnacle Family Advisors, LLC | 0.89% | Reduce -6.1% | 13,731 | $1.7M |
| Klingman & Associates, LLC | 0.11% | Reduce -20.5% | 13,715 | $1.7M |
| Whitaker-Myers Wealth Managers, LTD. | 0.57% | Add +0.1% | 13,642 | $1.7M |
| Jackson Thornton Wealth Management, LLC | 0.23% | Add +79.9% | 13,593 | $1.7M |
| Westside Investment Management, Inc. | 0.36% | Add +1.2% | 13,583 | $1.7M |
| TBH Global Asset Management, LLC | 0.37% | Reduce -4.2% | 13,565 | $1.7M |
| WJ Wealth Management, LLC | 0.59% | Reduce -1.4% | 13,451 | $1.7M |
| EPG Wealth Management LLC | 0.42% | Add +0.0% | 13,307 | $1.7M |
| FourThought Financial Partners, LLC | 0.20% | No change | 13,260 | $1.7M |
| Fidelis Capital Partners, LLC | 0.20% | Reduce -28.6% | 13,161 | $1.7M |
| Stephenson & Company, Inc. | 1.12% | No change | 13,202 | $1.7M |
| Abound Wealth Management | 0.55% | Reduce -1.1% | 13,151 | $1.7M |
| World Investment Advisors | 0.05% | Reduce -13.1% | 12,986 | $1.6M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -7.6% | 13,047 | $1.6M |
| Blueprint Investment Partners LLC | 0.29% | Reduce -15.1% | 12,686 | $1.6M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -19.4% | 12,672 | $1.6M |
| Bogart Wealth, LLC | 0.08% | Add +11.0% | 12,631 | $1.6M |
| Summit X, LLC | 0.38% | Reduce -12.3% | 13,307 | $1.6M |
| Optivise Advisory Services LLC | 0.83% | Add +1.1% | 12,557 | $1.6M |
| Family Asset Management, LLC | 0.95% | Reduce -0.2% | 12,547 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.3% | 12,502 | $1.6M |
| Tarbox Family Office, Inc. | 0.25% | Reduce -7.8% | 12,335 | $1.5M |
| Journey Strategic Wealth LLC | 0.06% | New | 12,304 | $1.5M |
| Private Capital Management LLC | 0.28% | Reduce -64.0% | 12,225 | $1.5M |
| Gryphon Financial Partners LLC | 0.21% | Add +0.1% | 12,225 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.15% | Reduce -50.3% | 12,074 | $1.5M |
| Hobbs Group Advisors, LLC | 0.54% | Add +0.1% | 12,000 | $1.5M |
| My Personal CFO, LLC | 0.82% | No change | 11,967 | $1.5M |
| Pioneer Trust Bank N A | 0.38% | Reduce -13.1% | 11,835 | $1.5M |
| Fifth Third Bancorp | 0.01% | Add +19.4% | 11,779 | $1.5M |
| CIC Wealth, LLC | 0.38% | Add +0.2% | 11,700 | $1.5M |
| Schechter Investment Advisors, LLC | 0.11% | Reduce -3.5% | 11,556 | $1.5M |
| Robinson Smith Wealth Advisors LLC | 1.23% | Reduce -0.1% | 11,538 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.22% | Reduce -4.5% | 11,535 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.16% | Reduce -19.2% | 11,532 | $1.4M |
| Compass Ion Advisors, LLC | 0.18% | Add +7.9% | 11,514 | $1.4M |
| Weaver Consulting Group | 0.46% | Add +3.8% | 11,440 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -25.4% | 11,427 | $1.4M |
| Meridian Wealth Partners, LLC | 0.22% | Reduce -2.8% | 11,418 | $1.4M |
| Professional Financial Advisors, LLC | 0.37% | Reduce -1.0% | 11,376 | $1.4M |
| Hemington Wealth Management | 0.38% | No change | 11,403 | $1.4M |
| San Luis Wealth Advisors LLC | 0.29% | Add +5.1% | 11,290 | $1.4M |
| Beacon Financial Advisory LLC | 0.48% | Add +2.4% | 11,283 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.10% | New | 11,214 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +6.1% | 11,208 | $1.4M |
| Cassady Schiller Wealth Management, LLC | 0.51% | Reduce -0.4% | 11,192 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Reduce -0.5% | 11,144 | $1.4M |
| Axiom Advisory, LLC | 0.01% | New | 11,427 | $1.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.09% | New | 10,980 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Reduce -0.8% | 10,884 | $1.4M |
| Legacy Advisors, LLC | 0.15% | No change | 10,867 | $1.4M |
| Clarity Asset Management, Inc. | 0.95% | Add +0.4% | 10,858 | $1.4M |
| Kovack Advisors, Inc. | 0.14% | Reduce -43.8% | 10,851 | $1.4M |
| Westmount Partners, LLC | 0.40% | Reduce -5.1% | 10,596 | $1.3M |
| SageView Advisory Group, LLC | 0.07% | Reduce -20.5% | 10,576 | $1.3M |
| Strategic Blueprint, LLC | 0.08% | Add +155.4% | 10,565 | $1.3M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -81.7% | 10,560 | $1.3M |
| Financial Counselors Inc. | 0.02% | Add +18.7% | 10,526 | $1.3M |
| Clear Creek Financial Management, LLC | 0.15% | Reduce -1.3% | 10,468 | $1.3M |
| Cahill Financial Advisors Inc. | 0.18% | Add +0.1% | 10,372 | $1.3M |
| Marino, Stram & Associates LLC | 0.29% | No change | 10,272 | $1.3M |
| Sovereign Financial Group, Inc. | 0.30% | Reduce -0.4% | 10,205 | $1.3M |
| Drucker Wealth 3.0, LLC | 0.31% | Reduce -5.0% | 10,193 | $1.3M |
| Cahaba Wealth Management, Inc. | 0.11% | Reduce -13.7% | 10,175 | $1.3M |
| GTS Securities LLC | 0.03% | New | 10,100 | $1.3M |
| Tanglewood Legacy Advisors, LLC | 0.56% | Add +0.3% | 10,062 | $1.3M |
| Sugarloaf Wealth Management, LLC | 0.21% | Add +1.2% | 10,037 | $1.3M |
| Index Fund Advisors, Inc. | 0.07% | Reduce -0.2% | 10,020 | $1.3M |
| Bokf, NA | 0.02% | Add +0.8% | 10,074 | $1.3M |
| Foundations Investment Advisors, LLC | 0.03% | Add +4.0% | 9,900 | $1.2M |
| Rothschild Wealth LLC | 0.37% | Add +777.8% | 26,342 | $1.2M |
| Wolff Wiese Magana LLC | 0.85% | Reduce -0.9% | 9,836 | $1.2M |
| Visionary Wealth Advisors | 0.07% | Add +7.0% | 9,791 | $1.2M |
| Sugar Maple Asset Management, LLC | 1.07% | Add +0.0% | 9,773 | $1.2M |
| Sprinkle Financial Consultants LLC | 0.87% | Add +0.4% | 9,724 | $1.2M |
| Fielder Capital Group LLC | 0.40% | No change | 9,685 | $1.2M |
| Good Life Advisors, LLC | 0.07% | Add +105.4% | 9,620 | $1.2M |
| Orgel Wealth Management, LLC | 0.03% | No change | 9,513 | $1.2M |
| CW Advisors, LLC | 0.02% | Add +58.0% | 9,465 | $1.2M |
| Engineers Gate Manager LP | 0.02% | Reduce -42.3% | 9,462 | $1.2M |
| Chicago Capital, LLC | 0.03% | No change | 9,418 | $1.2M |
| VCI Wealth Management LLC | 0.53% | Reduce -18.9% | 9,391 | $1.2M |
| Somerset Trust Co | 0.44% | No change | 9,385 | $1.2M |
| NDVR, Inc. | 1.20% | No change | 9,368 | $1.2M |
| Accelerate Investment Advisors LLC | 1.14% | — | 9,333 | $1.2M |
| Signature Wealth Management Partners, LLC | 0.84% | Reduce -2.1% | 9,284 | $1.2M |
| VeraBank, N.A. | 0.34% | No change | 9,216 | $1.2M |
| Silver Oak Securities, Incorporated | 0.12% | Add +6.5% | 9,242 | $1.2M |
| Pathway Financial Advisors LLC | 0.30% | No change | 9,200 | $1.2M |
| Adams Wealth Management | 0.25% | Reduce -3.2% | 9,130 | $1.1M |
| CacheTech Inc. | 0.25% | Reduce -3.2% | 9,130 | $1.1M |
| Oakworth Capital, Inc. | 0.08% | No change | 9,066 | $1.1M |
| Cooper Financial Group | 0.15% | Add +10.0% | 9,005 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +0.3% | 9,004 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.17% | No change | 8,952 | $1.1M |
| Southeast Asset Advisors, LLC | 0.12% | Reduce -0.9% | 8,833 | $1.1M |
| First Horizon Advisors, Inc. | 0.03% | Add +4.2% | 8,787 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +30.2% | 8,753 | $1.1M |
| Mayport, LLC | 0.35% | No change | 8,710 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Add +60.0% | 8,696 | $1.1M |
| Corrado Advisors, LLC | 0.68% | Add +7.5% | 8,596 | $1.1M |
| MN Wealth Advisors, LLC | 0.61% | Reduce -5.0% | 8,538 | $1.1M |
| Milestone Asset Management, LLC | 0.24% | Reduce -18.0% | 8,516 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.42% | Add +207.4% | 8,434 | $1.1M |
| Fort Pitt Capital Group, LLC | 0.03% | Add +0.1% | 8,379 | $1.1M |
| Johnson Financial Group, Inc. | 0.05% | Add +2.6% | 8,261 | $1.0M |
| Merriman Wealth Management, LLC | 0.04% | Reduce -1.7% | 8,252 | $1.0M |
| Apexium Financial, LP | 0.07% | Add +0.7% | 8,246 | $1.0M |
| Wedbush Securities Inc. | 0.04% | Reduce -0.5% | 8,239 | $1.0M |
| LexAurum Advisors, LLC | 0.23% | Reduce -0.5% | 8,217 | $1.0M |
| Csenge Advisory Group | 0.05% | Add +9.5% | 8,089 | $1.0M |
| Regions Financial Corp. | 0.01% | Add +1.7% | 8,165 | $1.0M |
| Meridian Management Co. | 0.26% | No change | 8,100 | $1.0M |
| Galvin, Gaustad & Stein, LLC | 0.09% | Add +8.3% | 8,099 | $1.0M |
| Advisors Capital Management, LLC | 0.02% | Reduce -11.4% | 8,098 | $1.0M |
| Mather Group, Llc. | 0.01% | Reduce -18.4% | 7,999 | $1.0M |
| Institute for Wealth Management, LLC. | 0.13% | Add +0.1% | 7,969 | $1.0M |
| Madison Wealth Partners, Inc | 0.30% | Add +1.3% | 7,966 | $1.0M |
| Greenhouse Wealth Management, LLC | 0.67% | Add +0.4% | 7,956 | $999K |
| PCA Investment Advisory Services Inc. | 0.47% | Add +0.1% | 7,948 | $998K |
| WealthCollab, LLC | 0.66% | Reduce -4.7% | 7,925 | $996K |
| Capital City Trust Co. | 0.25% | Add +2.3% | 7,869 | $989K |
| Cibc World Market Inc. | 0.00% | Reduce -79.1% | 7,857 | $987K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.3% | 7,828 | $983K |
| Willow Creek Wealth Management Inc. | 0.10% | Reduce -3.6% | 7,807 | $981K |
| Pasadena Private Wealth, LLC | 0.21% | Add +3.7% | 7,736 | $972K |
| Bouvel Investment Partners, LLC | 0.36% | Reduce -4.3% | 7,710 | $969K |
| Texas Capital Bank Wealth Management Services Inc | 0.10% | No change | 7,704 | $968K |
| Graypoint LLC | 0.06% | Add +37.5% | 7,701 | $967K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 7,683 | $965K |
| Edge Capital Group, LLC | 0.04% | Add +2.1% | 7,660 | $962K |
| Money Concepts Capital Corp. | 0.07% | Reduce -0.3% | 7,634 | $959K |
| Transcend Capital Advisors, LLC | 0.06% | Add +1.8% | 7,599 | $955K |
| Keystone Wealth Services, LLC | 0.26% | Reduce -12.0% | 7,547 | $948K |
| Signal Advisors Wealth, LLC | 0.14% | New | 7,515 | $944K |
| PBMares Wealth Management LLC | 0.20% | Reduce -1.5% | 7,504 | $943K |
| Windsor Capital Management, LLC | 0.27% | Add +0.1% | 7,493 | $941K |
| Eaton Financial Holdings Company, LLC | 0.38% | — | 7,450 | $936K |
| Sound Stewardship, LLC | 0.52% | Reduce -6.8% | 7,441 | $935K |
| Carolinas Wealth Consulting LLC | 0.17% | Reduce -3.0% | 7,428 | $933K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +16.3% | 7,391 | $929K |
| Pacific Capital Wealth Advisors, Inc. | 0.16% | No change | 7,354 | $924K |
| Madden Advisory Services, Inc. | 0.42% | Add +2.0% | 7,347 | $923K |
| Garrett Wealth Advisory Group, LLC | 0.23% | Add +29.5% | 7,292 | $916K |
| Sfmg, LLC | 0.07% | Add +1.3% | 7,264 | $913K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -3.4% | 7,213 | $906K |
| GC Wealth Management RIA, LLC | 0.16% | No change | 7,176 | $901K |
| Vertex Planning Partners, LLC | 0.21% | Reduce -12.8% | 7,113 | $894K |
| Atwood & Palmer Inc. | 0.06% | No change | 7,081 | $890K |
| Watershed Private Wealth LLC | 0.35% | Add +17.0% | 7,013 | $881K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +0.2% | 6,941 | $872K |
| Tidal Investments LLC | 0.01% | Add +0.2% | 6,913 | $868K |
| Falcon Wealth Planning | 0.10% | Reduce -8.7% | 6,851 | $861K |
| GHP Investment Advisors, Inc. | 0.04% | Add +0.1% | 6,848 | $860K |
| Kwmg, LLC | 0.09% | Reduce -0.6% | 6,813 | $856K |
| HCR Wealth Advisors | 0.11% | No change | 6,747 | $848K |
| WealthShield Partners, LLC | 0.11% | Add +0.7% | 6,676 | $839K |
| Dana Investment Advisors, Inc. | 0.03% | No change | 6,644 | $835K |
| Vicus Capital | 0.07% | Reduce -16.9% | 6,630 | $833K |
| Mill Creek Capital Advisors, LLC | 0.02% | New | 6,617 | $831K |
| Symphony Financial, Ltd. Co. | 0.14% | Add +0.8% | 6,639 | $831K |
| Soundwatch Capital LLC | 0.13% | Add +245.8% | 6,604 | $830K |
| MBL Wealth, LLC | 0.09% | Add +8.8% | 6,582 | $827K |
| Bond & Devick Financial Network, Inc. | 0.35% | No change | 6,567 | $825K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,544 | $822K |
| Foguth Wealth Management, LLC. | 0.30% | Reduce -40.1% | 6,552 | $821K |
| Cypress Wealth Services, LLC | 0.17% | Add +17.1% | 6,529 | $820K |
| RHS Financial, LLC | 0.41% | New | 6,521 | $819K |
| Procyon Advisors, LLC | 0.06% | Add +0.3% | 6,514 | $818K |
| One Capital Management, LLC | 0.03% | Add +3.7% | 6,489 | $815K |
| Voisard Asset Management Group, Inc. | 0.34% | Add +75.2% | 6,484 | $815K |
| Yale University | 33.40% | No change | 6,464 | $812K |
| Assetmark, Inc. | 0.00% | Add +28.6% | 6,436 | $808K |
| Human Investing LLC | 0.15% | Reduce -0.9% | 6,392 | $803K |
| Capital Planning Advisors, LLC | 0.12% | No change | 6,327 | $795K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.22% | Add +79.9% | 6,293 | $791K |
| Charter Oak Capital Management, LLC | 0.07% | Add +5.9% | 6,289 | $790K |
| Synovus Financial Corp. | 0.01% | Add +0.1% | 6,275 | $788K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.20% | Reduce -1.4% | 6,267 | $787K |
| Transform Wealth, LLC | 0.05% | No change | 6,257 | $786K |
| CGN Advisors LLC | 0.08% | Add +76.0% | 6,250 | $785K |
| Balentine LLC | 0.03% | No change | 6,243 | $784K |
| Nabity-Jensen Investment Management Inc | 0.60% | Reduce -3.2% | 6,223 | $782K |
| Raleigh Capital Management Inc. | 0.30% | Reduce -9.3% | 6,192 | $778K |
| Truefg, LLC | 0.25% | Add +0.4% | 6,190 | $778K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -20.7% | 6,076 | $776K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +11.6% | 6,149 | $772K |
| Flputnam Investment Management Co. | 0.01% | Reduce -13.1% | 6,142 | $772K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | New | 6,130 | $770K |
| Keener Financial Planning LLC | 0.50% | Reduce -10.8% | 6,130 | $770K |
| Premier Path Wealth Partners, LLC | 0.12% | Add +21.8% | 6,115 | $768K |
| W Advisors, LLC | 0.47% | Add +0.1% | 6,108 | $767K |
| Belpointe Asset Management LLC | 0.05% | Reduce -0.5% | 6,058 | $761K |
| North Star Asset Management Inc. | 0.03% | Add +1.3% | 6,033 | $758K |
| Deutsche Bank AG | 0.00% | No change | 6,025 | $757K |
| GYL Financial Synergies, LLC | 0.06% | No change | 5,993 | $753K |
| Outlook Wealth Advisors, LLC | 0.22% | Add +5.0% | 5,978 | $751K |
| Harbor Investment Advisory, LLC | 0.07% | Add +2.7% | 5,962 | $749K |
| North Ridge Wealth Advisors, Inc. | 0.51% | Reduce -3.3% | 5,953 | $748K |
| ForthRight Wealth Management, LLC | 0.24% | Reduce -0.4% | 5,858 | $736K |
| Dopkins Wealth Management, LLC | 0.59% | Reduce -62.3% | 5,832 | $733K |
| Capasso Planning Partners LLC | 0.22% | Add +45.9% | 5,821 | $731K |
| Millennium Management | 0.00% | Reduce -64.0% | 5,800 | $729K |
| Beckerman Institutional, LLC | 0.61% | — | 5,798 | $728K |
| Klingenstein Fields & Co. LP | 0.03% | Add +1.1% | 5,783 | $726K |
| German American Bancorp, Inc. | 0.08% | No change | 5,780 | $726K |
| Trademark Financial Management, LLC | 0.57% | Reduce -7.3% | 5,767 | $724K |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +13.8% | 5,753 | $723K |
| WealthPLAN Partners, LLC | 0.10% | Reduce -2.7% | 5,752 | $723K |
| McClarren Financial Advisors, Inc. | 0.09% | Add +1512.1% | 5,739 | $721K |
| Cypress Capital Group | 0.08% | Reduce -26.4% | 5,729 | $720K |
| Rodgers & Associates, LTD | 0.09% | Add +25.9% | 5,721 | $719K |
| Gibson Capital, LLC | 0.15% | Reduce -0.7% | 5,719 | $718K |
| Clear Point Advisors Inc. | 0.55% | Add +6.1% | 5,706 | $717K |
| Brandywine Oak Private Wealth LLC | 0.07% | Add +0.5% | 5,693 | $715K |
| Kaydan Wealth Management, Inc. | 0.21% | Add +2.2% | 5,674 | $713K |
| Chesley Taft & Associates LLC | 0.03% | No change | 5,664 | $712K |
| Private Portfolio Partners LLC | 0.13% | New | 5,656 | $710K |
| HUB Investment Partners, LLC | 0.03% | Reduce -3.8% | 5,650 | $710K |
| Ashton Thomas Securities, LLC | 0.14% | Add +251.8% | 5,615 | $705K |
| True North Advisors, LLC | 0.18% | Add +8.8% | 5,585 | $702K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -48.3% | 5,572 | $700K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 5,528 | $694K |
| Wetzel Investment Advisors, Inc. | 0.35% | Add +1.8% | 5,524 | $694K |
| Financial Freedom, LLC | 0.37% | Add +0.2% | 5,515 | $693K |
| Financial Architects, LLC | 0.45% | No change | 5,500 | $691K |
| Detalus Advisors, LLC | 0.23% | New | 5,449 | $685K |
| Clark Asset Management, LLC | 0.15% | No change | 5,412 | $680K |
| Waldron Private Wealth LLC | 0.03% | Reduce -0.2% | 5,359 | $673K |
| JFS Wealth Advisors, LLC | 0.04% | Add +5.5% | 5,337 | $670K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.0% | 5,330 | $670K |
| Realta Investment Advisors | 0.31% | Reduce -75.4% | 5,212 | $667K |
| One Wealth Advisors, LLC | 0.10% | Reduce -1.5% | 5,306 | $667K |
| Capital Advisors Inc. | 0.01% | Reduce -15.8% | 5,300 | $666K |
| Davis R M Inc. | 0.01% | No change | 5,300 | $666K |
| Capital Investment Advisors, LLC | 0.01% | Add +5.3% | 5,286 | $664K |
| SOL Capital Management CO | 0.07% | Reduce -1.2% | 5,279 | $663K |
| Calton & Associates, Inc. | 0.25% | Reduce -9.6% | 5,258 | $661K |
| Northeast Investment Management | 0.03% | No change | 5,242 | $659K |
| Salomon & Ludwin, LLC | 0.07% | Add +11.2% | 5,210 | $654K |
| 1834 Investment Advisors Co. | 0.08% | Reduce -0.0% | 5,184 | $651K |
| Carlson Capital Management | 0.03% | Reduce -13.1% | 5,181 | $651K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -2.8% | 5,101 | $641K |
| Tompkins Financial Corp. | 0.06% | No change | 5,080 | $638K |
| MSH Capital Advisors LLC | 0.19% | Add +0.1% | 5,036 | $633K |
| ARS Wealth Advisors Group, LLC | 0.08% | Reduce -13.7% | 5,030 | $632K |
| Cullen Investment Group, LTD. | 0.09% | Add +2.4% | 4,957 | $623K |
| Signature Resources Capital Management, LLC | 0.57% | Reduce -9.5% | 4,929 | $619K |
| Strategies Wealth Advisors, LLC | 0.08% | Reduce -13.0% | 4,899 | $615K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -0.1% | 4,887 | $614K |
| Panoramic Investment Advisors, LLC | 0.42% | — | 4,883 | $613K |
| Gemmer Asset Management LLC | 0.06% | No change | 4,878 | $613K |
| XML Financial, LLC | 0.06% | Reduce -0.2% | 4,865 | $611K |
| Cadent Capital Advisors, LLC | 0.21% | Add +0.2% | 4,823 | $606K |
| Howe & Rusling Inc. | 0.05% | Reduce -1.1% | 4,814 | $605K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -9.2% | 4,784 | $599K |
| Raffa Wealth Management, LLC | 0.14% | No change | 4,750 | $597K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -2.4% | 4,736 | $595K |
| Prelude Capital Management, LLC | 0.05% | New | 4,729 | $594K |
| Continuum Advisory, LLC | 0.08% | Add +68.3% | 4,542 | $593K |
| Tennessee Valley Asset Management Partners | 0.10% | Reduce -0.1% | 4,718 | $593K |
| Hall Laurie J Trustee | 0.19% | No change | 4,704 | $591K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +25.6% | 4,659 | $585K |
| Carrera Capital Advisors | 0.14% | New | 4,646 | $584K |
| Hilltop Partners LLC | 0.20% | Add +0.2% | 4,637 | $582K |
| Chapin Davis, Inc. | 0.19% | Add +10.0% | 4,618 | $580K |
| VERITY Wealth Advisors | 0.41% | Reduce -5.0% | 4,618 | $580K |
| Awm Capital, LLC | 0.07% | No change | 4,611 | $579K |
| Financial Alternatives, Inc | 0.41% | No change | 4,610 | $579K |
| Zega Financial, LLC | 0.19% | Reduce -0.8% | 4,608 | $579K |
| Thrive Wealth Management, LLC | 0.11% | Add +0.5% | 4,607 | $579K |
| CFO4Life Group, LLC | 0.10% | No change | 4,600 | $578K |
| PGIM Custom Harvest LLC | 0.01% | New | 4,590 | $577K |
| Salem Investment Counselors Inc. | 0.02% | No change | 4,580 | $575K |
| Next Level Private LLC | 0.24% | New | 4,572 | $574K |
| Villere St Denis J & Co. LLC | 0.05% | No change | 4,517 | $567K |
| Bristlecone Advisors, LLC | 0.05% | Add +48.6% | 4,515 | $567K |
| Zullo Investment Group, Inc. | 0.24% | Reduce -0.4% | 4,509 | $567K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -0.0% | 4,509 | $566K |
| Evergreen Capital Management LLC | 0.02% | No change | 4,502 | $566K |
| Blue Bell Private Wealth Management, LLC | 0.11% | Reduce -12.0% | 4,491 | $564K |
| Resurgent Financial Advisors LLC | 0.33% | No change | 4,490 | $564K |
| Pinnacle Wealth Management Group, Inc. | 0.35% | Add +32.0% | 4,437 | $557K |
| Adero Partners, LLC | 0.04% | Reduce -4.3% | 4,436 | $557K |
| Schiavi & Co LLC | 0.20% | No change | 4,430 | $557K |
| Traphagen Investment Advisors LLC | 0.06% | Reduce -3.7% | 4,427 | $556K |
| Marietta Wealth Management, LLC | 0.08% | Reduce -3.0% | 4,422 | $555K |
| Elevation Wealth Partners, LLC | 0.24% | Reduce -2.2% | 4,419 | $555K |
| Ruggaard & Associates LLC | 0.24% | Add +0.1% | 4,415 | $555K |
| Five Oceans Advisors | 0.27% | No change | 4,406 | $554K |
| Cordant, Inc. | 0.28% | Add +20.4% | 4,406 | $553K |
| Commerce Bank | 0.00% | Add +21.8% | 4,361 | $548K |
| C M Bidwell & Associates Ltd. | 0.33% | No change | 4,318 | $542K |
| IMA Advisory Services, Inc. | 0.12% | New | 4,317 | $542K |
| West Bancorporation Inc. | 0.36% | Add +2.4% | 4,280 | $538K |
| Personal Cfo Solutions, LLC | 0.07% | Add +2.4% | 4,247 | $533K |
| Brass Tax Wealth Management, Inc. | 0.11% | No change | 4,200 | $528K |
| Sandy Spring Bank | 0.02% | No change | 4,188 | $526K |
| Harbor Group, Inc. | 0.12% | Add +106.4% | 4,184 | $526K |
| Norris Perne & French LLP | 0.04% | Reduce -75.7% | 4,170 | $524K |
| Eaton-Cambridge Inc. | 0.25% | No change | 4,168 | $524K |
| Rossmore Private Capital | 0.06% | No change | 4,150 | $521K |
| Asset Allocation & Management Company, LLC | 0.33% | No change | 4,143 | $520K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +24.3% | 4,138 | $520K |
| Geometric Wealth Advisors | 0.10% | Add +6.3% | 4,134 | $519K |
| Eq LLC | 0.26% | No change | 4,073 | $512K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.13% | Add +0.1% | 4,070 | $511K |
| Hibernia Wealth Partners, LLC | 0.18% | Add +0.3% | 4,066 | $511K |
| Nemes Rush Group LLC | 0.07% | Reduce -33.9% | 4,429 | $511K |
| Tradewinds Capital Management, LLC | 0.14% | Add +0.0% | 4,062 | $510K |
| Trinity Financial Advisors LLC | 0.23% | Reduce -46.9% | 3,707 | $509K |
| ABLE Financial Group, LLC | 0.16% | Add +111.2% | 4,021 | $505K |
| Citizens Financial Group Inc. | 0.01% | New | 4,017 | $505K |
| Stone Summit Wealth LLC | 0.16% | Reduce -1.5% | 4,001 | $503K |
| Larson Financial Group LLC | 0.03% | Reduce -4.3% | 3,964 | $498K |
| Fort Point Capital Partners LLC | 0.06% | No change | 3,937 | $495K |
| Ballew Advisors, Inc | 0.33% | New | 3,901 | $493K |
| Ausdal Financial Partners, Inc. | 0.05% | New | 3,919 | $492K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 3,900 | $490K |
| NTV Asset Management LLC | 0.07% | Add +1.8% | 3,878 | $487K |
| Norden Group LLC | 0.06% | Add +98.7% | 3,835 | $482K |
| Encompass Wealth Advisors, LLC | 0.12% | Reduce -0.5% | 3,825 | $480K |
| Carl P. Sherr & Co., LLC | 0.25% | No change | 3,821 | $480K |
| Reston Wealth Management LLC | 0.17% | Add +0.4% | 3,788 | $476K |
| Planning Directions Inc. | 0.28% | Reduce -11.0% | 3,776 | $474K |
| Lodestar Private Asset Management LLC | 0.06% | Add +15.7% | 3,766 | $473K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -1.2% | 3,761 | $472K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -36.0% | 3,718 | $467K |
| W.H. Cornerstone Investments Inc. | 0.31% | Add +0.4% | 3,701 | $465K |
| WealthBridge Capital Management, LLC | 0.13% | Add +0.2% | 3,698 | $465K |
| Culbertson A N & Co. Inc. | 0.07% | No change | 3,695 | $464K |
| Aspen Grove Capital, LLC | 0.10% | Add +0.1% | 3,672 | $461K |
| Smith Anglin Financial, LLC | 0.04% | Add +98.2% | 3,672 | $461K |
| Optimum Investment Advisors | 0.20% | Add +11.1% | 3,671 | $461K |
| Marcum Wealth, LLC | 0.04% | No change | 3,661 | $460K |
| McNaughton Wealth Management, LLC | 0.22% | Add +0.1% | 3,645 | $458K |
| Valtinson Bruner Financial Planning LLC | 0.16% | No change | 3,628 | $456K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -1.2% | 3,591 | $449K |
| Focus Financial Network, Inc. | 0.02% | Add +0.2% | 3,566 | $448K |
| Evanson Asset Management, LLC | 0.03% | No change | 3,556 | $447K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 3,549 | $446K |
| Wellspring Financial Advisors, LLC | 0.05% | Add +0.4% | 3,549 | $446K |
| J. W. Coons Advisors, LLC | 0.08% | Add +0.1% | 3,529 | $443K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.10% | Add +1.1% | 3,526 | $443K |
| Hancock Whitney Corp. | 0.01% | No change | 3,513 | $441K |
| KKM Financial LLC | 0.22% | No change | 3,510 | $441K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,504 | $440K |
| Private Capital Advisors, Inc. | 0.05% | No change | 3,505 | $440K |
| Mgo One Seven LLC | 0.02% | Add +16.8% | 3,469 | $436K |
| West Branch Capital LLC | 0.15% | Add +0.1% | 3,459 | $435K |
| TD Waterhouse Canada Inc. | 0.00% | Add +13.1% | 3,487 | $434K |
| Fortem Financial Group, LLC | 0.18% | No change | 3,428 | $431K |
| Mengis Capital Management, Inc. | 0.09% | Reduce -1.6% | 3,426 | $430K |
| Meridian Wealth Management, LLC | 0.02% | New | 3,419 | $430K |
| AMG National Trust Bank | 0.01% | Reduce -66.3% | 3,409 | $428K |
| Security Financial Services, INC. | 0.09% | New | 3,406 | $428K |
| Arlington Trust Co LLC | 0.09% | Add +13.5% | 3,395 | $426K |
| Long Run Wealth Advisors, LLC | 0.10% | Add +92.1% | 3,381 | $425K |
| AF Advisors, Inc. | 0.06% | No change | 3,374 | $424K |
| CoreCap Advisors, LLC | 0.02% | New | 3,357 | $422K |
| Aureus Asset Management, LLC | 0.03% | Reduce -10.0% | 3,323 | $417K |
| RCS Financial Planning, LLC | 0.23% | New | 3,323 | $417K |
| Roundview Capital LLC | 0.03% | Add +20.5% | 3,293 | $414K |
| Cambridge Financial Group, LLC | 0.17% | Reduce -0.1% | 3,281 | $412K |
| Sound View Wealth Advisors Group, LLC | 0.03% | New | 3,276 | $412K |
| Proffitt & Goodson Inc. | 0.07% | Reduce -18.7% | 3,258 | $409K |
| Verus Capital Partners, LLC | 0.04% | Add +0.8% | 3,254 | $409K |
| Denver Wealth Management, Inc. | 0.19% | Add +0.4% | 3,232 | $406K |
| Goelzer Investment Management, Inc. | 0.02% | Reduce -23.6% | 3,208 | $403K |
| Creekmur Asset Management LLC | 0.09% | Add +24.2% | 3,197 | $402K |
| Financial Management Network Inc. | 0.08% | Reduce -1.1% | 3,200 | $401K |
| Drive Wealth Management, LLC | 0.10% | Add +24.4% | 3,174 | $399K |
| Efficient Advisors, LLC | 0.03% | Reduce -9.2% | 3,168 | $398K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +96.5% | 3,168 | $398K |
| Live Oak Private Wealth LLC | 0.06% | No change | 3,155 | $396K |
| DAVENPORT & Co LLC | 0.00% | Add +62.4% | 3,129 | $393K |
| River Street Advisors LLC | 0.21% | Reduce -1.3% | 3,122 | $392K |
| First American Trust, FSB | 0.04% | New | 3,100 | $389K |
| Financial Strategies Group, Inc. | 0.09% | Add +4.0% | 3,043 | $389K |
| William Howard & Co Financial Advisors Inc | 0.33% | Reduce -1.9% | 3,073 | $387K |
| Opes Wealth Management LLC | 0.07% | Add +5.3% | 3,070 | $386K |
| Everstar Asset Management, LLC | 0.26% | — | 3,058 | $384K |
| BSW Wealth Partners | 0.06% | Add +0.0% | 3,049 | $383K |
| Chesapeake Asset Management LLC | 0.33% | No change | 3,043 | $382K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -23.0% | 3,029 | $380K |
| RPS Advisory Solutions LLC | 0.27% | Reduce -18.3% | 3,024 | $380K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 3,003 | $377K |
| Childress Capital Advisors, LLC | 0.10% | No change | 3,000 | $377K |
| Penn Davis McFarland Inc. | 0.04% | New | 3,000 | $377K |
| Kanawha Capital Management LLC | 0.03% | No change | 2,993 | $376K |
| Sapient Capital LLC | 0.01% | Add +38.8% | 2,956 | $371K |
| Whittier Trust Co. | 0.01% | Reduce -24.4% | 2,947 | $370K |
| Elevation Capital Advisory, LLC | 0.16% | New | 2,935 | $369K |
| Paragon Advisors, LLC | 0.12% | Add +17.3% | 2,931 | $368K |
| L. Roy Papp & Associates, LLP | 0.04% | Reduce -2.8% | 2,928 | $368K |
| Weybosset Research & Management LLC | 0.12% | New | 2,907 | $365K |
| Sunpointe, LLC | 0.30% | Reduce -86.9% | 2,894 | $364K |
| First Commonwealth Financial Corp | 0.09% | No change | 2,878 | $362K |
| Seldon Capital LP | 0.20% | No change | 2,876 | $361K |
| Warren Street Wealth Advisors, LLC | 0.15% | No change | 2,876 | $361K |
| Cadinha & Co. LLC | 0.06% | No change | 2,874 | $361K |
| Sabal Trust CO | 0.02% | No change | 2,864 | $360K |
| Forum Financial Management, LP | 0.01% | Add +16.5% | 2,859 | $359K |
| Ellsworth Advisors, LLC | 0.09% | Add +0.0% | 2,858 | $359K |
| Mayfair Advisory Group, LLC | 0.23% | No change | 2,855 | $358K |
| Surience Private Wealth LLC | 0.37% | No change | 2,849 | $358K |
| Diversified Trust Co. | 0.01% | New | 2,841 | $357K |
| Kathleen S. Wright Associates Inc. | 0.15% | New | 2,840 | $357K |
| Hardin Capital Partners, LLC | 0.20% | Add +1.3% | 2,844 | $356K |
| Farnam Financial LLC | 0.39% | — | 2,828 | $355K |
| Fragasso Financial Advisors Inc | 0.03% | No change | 2,826 | $355K |
| Centurion Wealth Management LLC | 0.11% | — | 2,817 | $354K |
| WFA of San Diego, LLC | 0.30% | No change | 2,815 | $354K |
| Cadence Wealth Management LLC | 0.29% | Add +13.8% | 2,809 | $353K |
| McDonough Capital Management, Inc | 0.24% | No change | 2,808 | $353K |
| Alaethes Wealth, LLC | 0.13% | No change | 2,805 | $352K |
| Sterling Wealth Management, Inc. | 0.13% | Add +0.0% | 2,790 | $350K |
| Shira Ridge Wealth Management | 0.18% | No change | 2,785 | $350K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -4.0% | 2,760 | $347K |
| Indiana Trust & Investment Management Co | 0.12% | Add +2257.3% | 2,758 | $346K |
| Albion Financial Group | 0.02% | Reduce -58.0% | 2,755 | $346K |
| American National Bank & Trust | 0.04% | Reduce -18.4% | 2,741 | $344K |
| Level Financial Advisors | 0.13% | No change | 2,733 | $343K |
| Darden Wealth Group Inc | 0.25% | Add +1.1% | 2,719 | $342K |
| CRA Financial Services, LLC | 0.06% | Reduce -8.8% | 2,712 | $341K |
| Tradewinds, LLC. | 0.10% | Add +24.0% | 2,706 | $340K |
| Greatmark Investment Partners, Inc. | 0.05% | Add +0.4% | 2,694 | $338K |
| Garrison Point Advisors, LLC | 0.21% | No change | 2,692 | $338K |
| First Trust Direct Indexing L.P. | 0.02% | Add +0.7% | 2,692 | $338K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 2,680 | $337K |
| Haverford Trust Co | 0.00% | No change | 2,660 | $334K |
| HT Partners LLC | 0.12% | Reduce -6.1% | 2,641 | $332K |
| Atticus Wealth Management, LLC | 0.11% | Add +10.3% | 2,641 | $332K |
| Barnes Pettey Financial Advisors, LLC | 0.26% | No change | 2,639 | $332K |
| Advisor OS, LLC | 0.03% | Add +0.1% | 2,639 | $331K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.1% | 2,633 | $331K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +2.7% | 2,632 | $331K |
| Roberts Wealth Advisors, LLC | 0.11% | No change | 2,627 | $329K |
| International Assets Investment Management, LLC | 0.03% | Add +0.0% | 2,619 | $329K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 2,605 | $327K |
| InTrack Investment Management Inc | 0.23% | No change | 2,600 | $327K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +32.3% | 2,589 | $325K |
| Old Mission Investment Co LLC | 0.10% | Reduce -9.3% | 2,583 | $324K |
| Team Hewins, LLC | 0.12% | No change | 2,580 | $324K |
| McGuire Investment Group, LLC | 0.05% | Add +6.4% | 2,578 | $324K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -16.8% | 2,565 | $322K |
| Beacon Capital Management, LLC | 0.05% | Add +96.0% | 2,554 | $321K |
| Wealth Alliance Advisory Group, LLC | 0.07% | No change | 2,534 | $318K |
| Rothschild Investment LLC | 0.02% | No change | 2,514 | $316K |
| Jane Street Group, LLC | 0.00% | Reduce -10.0% | 2,512 | $316K |
| Ritter Daniher Financial Advisory LLC / DE | 0.09% | Add +0.2% | 2,512 | $316K |
| Lantz Financial LLC | 0.09% | Reduce -11.6% | 2,511 | $315K |
| Sharkey, Howes & Javer | 0.04% | New | 2,502 | $314K |
| Barrett & Company, Inc. | 0.14% | Add +0.1% | 2,502 | $314K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.12% | Reduce -1.6% | 2,500 | $314K |
| Shorepoint Capital Partners LLC | 0.07% | Add +0.4% | 2,497 | $314K |
| Ascent Wealth Partners, LLC | 0.04% | Add +38.0% | 2,493 | $313K |
| Frisch Financial Group, Inc. | 0.09% | Add +27.7% | 2,480 | $312K |
| Avalon Trust Co | 0.02% | New | 2,483 | $312K |
| Traveka Wealth, LLC | 0.16% | Add +14.9% | 2,479 | $311K |
| Great Waters Wealth Management | 0.04% | No change | 2,474 | $311K |
| QRG Capital Management, Inc. | 0.00% | Add +19.5% | 2,461 | $309K |
| NorthRock Partners, LLC | 0.01% | No change | 2,452 | $308K |
| Lanark Financial, Inc. | 0.03% | Reduce -5.3% | 2,457 | $308K |
| Shepherd Financial Partners LLC | 0.04% | No change | 2,450 | $308K |
| Forte Capital LLC | 0.03% | Add +4.3% | 2,447 | $307K |
| Earned Wealth Advisors, LLC | 0.09% | Add +26.9% | 2,442 | $307K |
| Avid Wealth Partners LLC | 0.22% | Add +8.7% | 2,436 | $306K |
| GAMMA Investing LLC | 0.03% | Add +73.1% | 2,423 | $304K |
| Avion Wealth | 0.08% | No change | 2,407 | $302K |
| Colton Groome Financial Advisors, LLC | 0.11% | No change | 2,404 | $302K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.4% | 2,411 | $302K |
| Smithbridge Asset Management Inc. | 0.05% | No change | 2,400 | $301K |
| Worth Financial Advisory Group, LLC | 0.18% | No change | 2,399 | $301K |
| Bailard, Inc. | 0.01% | No change | 2,390 | $300K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,376 | $298K |
| WorthPointe, LLC | 0.13% | Add +9.9% | 2,367 | $297K |
| Garde Capital, Inc. | 0.02% | No change | 2,363 | $297K |
| Trust Co. of Toledo NA | 0.04% | No change | 2,348 | $295K |
| Mitchell Sinkler & Starr | 0.07% | No change | 2,345 | $295K |
| Principle Wealth Partners LLC | 0.02% | No change | 2,329 | $293K |
| NovaPoint Capital, LLC | 0.09% | No change | 2,327 | $292K |
| Occidental Asset Management, LLC | 0.05% | Add +0.3% | 2,320 | $291K |
| Latitude Advisors, LLC | 0.16% | Add +1.1% | 2,307 | $290K |
| Pursue Wealth Partners LLC | 0.16% | No change | 2,300 | $289K |
| Tidemark, LLC | 0.12% | No change | 2,300 | $289K |
| Semmax Financial Advisors Inc. | 0.08% | No change | 2,193 | $288K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 2,292 | $288K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -3.2% | 2,290 | $288K |
| Crew Capital Management, Ltd | 0.23% | Reduce -0.9% | 2,278 | $286K |
| Edgestream Partners, L.P. | 0.01% | Reduce -26.2% | 2,277 | $286K |
| Evernest Financial Advisors, LLC | 0.08% | Reduce -24.4% | 2,267 | $285K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 2,258 | $284K |
| RKL Wealth Management LLC | 0.03% | Add +10.8% | 2,251 | $283K |
| Meeder Advisory Services, Inc. | 0.02% | Add +16.0% | 2,244 | $282K |
| 1ST Source Bank | 0.02% | Reduce -36.4% | 2,243 | $282K |
| Trexquant Investment LP | 0.00% | Reduce -39.6% | 2,242 | $282K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -0.8% | 2,236 | $281K |
| Glassman Wealth Services | 0.05% | No change | 2,228 | $280K |
| 4J Wealth Management LLC | 0.22% | No change | 2,225 | $280K |
| Burke & Herbert Bank & Trust Co. | 0.06% | No change | 2,220 | $279K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +10.7% | 2,216 | $278K |
| Cranbrook Wealth Management, LLC | 0.06% | Reduce -21.9% | 2,212 | $278K |
| Stonekeep Investments, LLC | 0.21% | No change | 2,192 | $275K |
| Altfest L J & Co. Inc. | 0.04% | Add +0.4% | 2,180 | $274K |
| FC Advisory LLC | 0.09% | Reduce -30.3% | 2,176 | $273K |
| Prudential Financial Inc. | 0.00% | New | 2,176 | $273K |
| Mattern Capital Management, LLC | 0.03% | No change | 2,168 | $272K |
| Moors & Cabot, Inc. | 0.01% | Reduce -11.6% | 2,166 | $272K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.0% | 2,162 | $272K |
| Founders Financial Alliance, LLC | 0.08% | Reduce -0.5% | 2,160 | $271K |
| Coastal Bridge Advisors, LLC | 0.07% | No change | 2,155 | $271K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,136 | $268K |
| Zacks Investment Management | 0.00% | No change | 2,128 | $267K |
| Allred Capital Management, LLC | 0.11% | New | 2,128 | $267K |
| Old Second National Bank of Aurora | 0.06% | Add +9.4% | 2,117 | $266K |
| Creative Financial Designs Inc. | 0.02% | Reduce -8.1% | 2,111 | $265K |
| Plum Street Advisors, LLC | 0.13% | Reduce -3.7% | 2,103 | $264K |
| Colonial Trust Co / SC | 0.04% | No change | 2,094 | $263K |
| SkyOak Wealth, LLC | 0.06% | No change | 2,088 | $262K |
| Essential Planning, LLC. | 0.11% | New | 2,053 | $258K |
| Bleakley Financial Group, LLC | 0.01% | Add +4.6% | 2,052 | $258K |
| Ledyard National Bank | 0.02% | New | 2,052 | $258K |
| D'Orazio & Associates, Inc. | 0.04% | New | 2,051 | $258K |
| United Asset Strategies, Inc. | 0.02% | Add +21.4% | 2,044 | $257K |
| Two West Capital Advisors LLC | 0.21% | Reduce -17.8% | 2,043 | $257K |
| Cozad Asset Management Inc. | 0.02% | Add +0.8% | 2,021 | $254K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,010 | $252K |
| Proficio Capital Partners LLC | 0.03% | Reduce -42.9% | 2,000 | $251K |
| Rathbones Group PLC | 0.00% | Reduce -9.6% | 2,000 | $251K |
| WealthTrust Axiom LLC | 0.07% | Add +8.8% | 1,997 | $251K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Add +130.1% | 1,979 | $248K |
| Crumly & Associates Inc. | 0.07% | No change | 1,965 | $247K |
| Nvwm, LLC | 0.06% | Add +0.9% | 1,945 | $244K |
| McAdam, LLC | 0.01% | Reduce -46.6% | 1,945 | $244K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.8% | 1,944 | $244K |
| Charles Schwab Trust Co | 0.02% | No change | 1,943 | $244K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -5.2% | 1,931 | $243K |
| Prudent Investors Network, Inc. | 0.07% | New | 1,925 | $242K |
| Colonial Trust Advisors | 0.02% | Reduce -6.4% | 1,925 | $242K |
| Verum Partners LLC | 0.07% | Reduce -6.5% | 1,924 | $242K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.7% | 1,923 | $242K |
| Raab & Moskowitz Asset Management LLC | 0.06% | Add +0.1% | 1,913 | $240K |
| IFG Advisors, LLC | 0.05% | Reduce -65.9% | 1,911 | $240K |
| Headinvest, LLC | 0.04% | Add +0.7% | 1,909 | $240K |
| Gateway Wealth Partners, LLC | 0.07% | New | 1,907 | $240K |
| Key Financial Inc | 0.05% | No change | 1,905 | $239K |
| US Financial Advisors, LLC | 0.07% | Reduce -13.6% | 1,900 | $239K |
| Allen Capital Group, LLC | 0.03% | No change | 1,899 | $239K |
| Baker Tilly Wealth Management, LLC | 0.11% | Reduce -3.8% | 1,894 | $238K |
| Smith Salley Wealth Management | 0.02% | No change | 1,892 | $238K |
| LM Advisors LLC | 0.05% | No change | 1,888 | $237K |
| Richwood Investment Advisors, LLC | 0.20% | No change | 1,886 | $237K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -11.7% | 1,881 | $236K |
| Linscomb Wealth, Inc. | 0.01% | Add +0.3% | 1,879 | $236K |
| Bellwether Advisors, LLC | 0.05% | Reduce -15.6% | 1,874 | $235K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Add +0.1% | 1,850 | $232K |
| Commonwealth Financial Services, LLC | 0.05% | No change | 1,861 | $232K |
| Keebeck Wealth Management | 0.03% | New | 1,841 | $231K |
| Sensible Money, LLC | 0.10% | No change | 1,838 | $231K |
| Birchcreek Wealth Management, LLC | 0.15% | Add +1.1% | 1,832 | $230K |
| Ayrshire Capital Management LLC | 0.11% | Add +0.4% | 1,831 | $230K |
| Benjamin Edwards Inc. | 0.00% | New | 1,828 | $230K |
| FSM Wealth Advisors, LLC | 0.06% | No change | 1,823 | $229K |
| Inscription Capital, LLC | 0.03% | New | 1,822 | $229K |
| Defined Wealth Management, LLC | 0.15% | No change | 1,817 | $228K |
| Liberty Wealth Management LLC | 0.04% | Reduce -12.1% | 1,812 | $228K |
| Tandem Capital Management Corp. | 0.12% | New | 1,812 | $228K |
| Kraft, Davis & Associates, LLC | 0.07% | Add +7.3% | 1,812 | $227K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 1,800 | $226K |
| Root Financial Partners, LLC | 0.04% | New | 1,786 | $224K |
| Paragon Financial Partners, Inc. | 0.16% | No change | 1,783 | $224K |
| Trust Point Inc. | 0.02% | No change | 1,780 | $224K |
| Heritage Investment Group, Inc. | 0.04% | Reduce -5.4% | 1,773 | $223K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 1,771 | $222K |
| Patten & Patten Inc. | 0.01% | No change | 1,769 | $222K |
| MJP Associates Inc. | 0.04% | Add +0.1% | 1,767 | $222K |
| G&S Capital LLC | 0.09% | No change | 1,763 | $221K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 1,761 | $221K |
| Wealth Management Partners, LLC | 0.10% | No change | 1,752 | $220K |
| Sterling Investment Counsel, LLC | 0.08% | New | 1,749 | $220K |
| Pinnacle Financial Group, LLC / IL | 0.09% | Add +0.2% | 1,736 | $218K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -2.8% | 2,054 | $216K |
| Wrenne Financial Planning LLC | 0.13% | New | 1,709 | $215K |
| Gradient Investments LLC | 0.00% | Add +0.3% | 1,709 | $215K |
| LPWM LLC | 0.07% | No change | 1,725 | $214K |
| Northern Capital Management, Inc. | 0.13% | No change | 1,696 | $213K |
| Leavell Investment Management, Inc. | 0.01% | No change | 1,695 | $213K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.2% | 1,690 | $212K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 1,667 | $209K |
| Seven Springs Wealth Group, LLC | 0.08% | New | 1,665 | $209K |
| Accel Wealth Management | 0.08% | New | 1,654 | $208K |
| Retirement Solution LLC | 0.05% | New | 1,645 | $207K |
| ETF Store, Inc. | 0.21% | New | 1,643 | $206K |
| Weinberger Asset Management, Inc | 0.09% | Reduce -26.3% | 1,641 | $206K |
| Flaharty Asset Management, LLC | 0.03% | New | 1,631 | $205K |
| Range Financial Group LLC | 0.28% | New | 1,624 | $204K |
| Clarity Capital Advisors, LLC | 0.15% | New | 1,612 | $203K |
| Lincoln Capital LLC | 0.04% | Reduce -39.8% | 1,600 | $201K |
| Sittner & Nelson, LLC | 0.09% | No change | 1,570 | $197K |
| Kiely Wealth Advisory Group, Inc. | 0.12% | No change | 1,495 | $197K |
| Sound Income Strategies, LLC | 0.01% | Add +114.0% | 1,513 | $190K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.1% | 1,511 | $190K |
| Global Financial Private Client, LLC | 0.07% | No change | 1,494 | $188K |
| FSA Wealth Management LLC | 0.07% | — | 1,486 | $187K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,461 | $184K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +9.8% | 1,424 | $181K |
| Running Point Capital Advisors, LLC | 0.07% | No change | 1,424 | $179K |
| WR Wealth Planners, LLC | 0.05% | Add +22.3% | 1,409 | $177K |
| SYM FINANCIAL Corp | 0.02% | Add +29.3% | 1,396 | $175K |
| Headlands Technologies LLC | 0.02% | Reduce -84.8% | 1,391 | $175K |
| Red Lighthouse Investment Management, LLC | 0.07% | No change | 1,389 | $174K |
| Laurel Wealth Advisors LLC | 0.03% | Add +1.3% | 1,360 | $171K |
| Independence Bank of Kentucky | 0.04% | Add +3.5% | 1,331 | $167K |
| Adirondack Trust Co. | 0.06% | No change | 1,312 | $165K |
| LRI Investments, LLC | 0.02% | No change | 1,250 | $163K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +16.9% | 1,271 | $160K |
| Core Alternative Capital | 0.03% | Reduce -3.9% | 1,250 | $157K |
| First Personal Financial Services | 0.03% | No change | 1,189 | $149K |
| West Financial Advisors, LLC | 0.03% | New | 1,175 | $148K |
| Perritt Capital Management Inc | 0.07% | Reduce -8.0% | 1,112 | $140K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,079 | $136K |
| Financial Perspectives, Inc | 0.05% | Add +0.2% | 1,051 | $132K |
| Perkins Coie Trust Co | 0.03% | No change | 1,020 | $128K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,004 | $126K |
| North Star Investment Management Corp. | 0.01% | Add +19.7% | 997 | $125K |
| Pacific Center for Financial Services | 0.03% | No change | 985 | $124K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 950 | $119K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -14.1% | 911 | $116K |
| Centaurus Financial, Inc. | 0.01% | Reduce -25.6% | 916 | $115K |
| Bay Harbor Wealth Management, LLC | 0.04% | New | 900 | $113K |
| McIlrath & Eck, LLC | 0.01% | Add +5.9% | 899 | $113K |
| SouthState Bank Corp | 0.01% | Reduce -12.2% | 847 | $106K |
| Blue Chip Partners, LLC | 0.01% | New | 833 | $105K |
| Northwest Financial Advisors | 0.08% | New | 827 | $104K |
| Compass Wealth Management LLC | 0.02% | No change | 824 | $104K |
| Operose Advisors LLC | 0.03% | Reduce -42.3% | 797 | $100K |
| Your Advocates Ltd., LLP | 0.04% | Reduce -12.4% | 775 | $97K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +23.8% | 744 | $93K |
| First PREMIER Bank | 0.02% | No change | 736 | $92K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 732 | $92K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -94.1% | 723 | $91K |
| Eastern Bank | 0.00% | New | 718 | $90K |
| Coppell Advisory Solutions LLC | 0.01% | Add +32.5% | 701 | $88K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 675 | $85K |
| Robbins Farley | 0.04% | Add +10.7% | 643 | $81K |
| Castleview Partners, LLC | 0.05% | No change | 641 | $81K |
| Dunhill Financial, LLC | 0.04% | Add +0.2% | 631 | $79K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 627 | $79K |
| GoalVest Advisory LLC | 0.02% | No change | 610 | $77K |
| CNB Bank | 0.03% | No change | 600 | $75K |
| Rice Partnership, LLC | 0.01% | No change | 587 | $74K |
| Tucker Asset Management LLC | 0.02% | Add +0.8% | 523 | $66K |
| Urban Financial Advisory Corp | 0.04% | New | 511 | $64K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 500 | $63K |
| Dagco, Inc. | 0.03% | No change | 499 | $63K |
| Colony Family Offices, LLC | 0.02% | New | 499 | $63K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.2% | 489 | $61K |
| IAG Wealth Partners, LLC | 0.01% | Add +60.7% | 479 | $60K |
| Frazier Financial Advisors, LLC | 0.05% | Add +0.2% | 477 | $60K |
| PSI Advisors, LLC | 0.02% | No change | 474 | $60K |
| PFS Partners, LLC | 0.03% | Add +10.4% | 465 | $58K |
| Angeles Wealth Management, LLC | 0.01% | No change | 463 | $58K |
| Fairman Group, LLC | 0.05% | Add +0.2% | 441 | $55K |
| Abich Financial Wealth Management LLC | 0.12% | No change | 428 | $54K |
| Addison Advisors LLC | 0.01% | No change | 424 | $53K |
| Evergreen Private Wealth LLC | 0.02% | No change | 420 | $53K |
| DecisionPoint Financial, LLC | 0.02% | No change | 408 | $51K |
| Northwest Investment Counselors, LLC | 0.01% | New | 399 | $50K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 396 | $50K |
| Financial Connections Group, Inc. | 0.02% | No change | 392 | $49K |
| Pflug Koory, LLC | 0.00% | — | 388 | $49K |
| Halpern Financial, Inc. | 0.01% | No change | 376 | $47K |
| Hilltop National Bank | 0.01% | No change | 367 | $46K |
| Valley National Advisers Inc. | 0.01% | Reduce -28.9% | 370 | $46K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +0.3% | 357 | $45K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +0.3% | 343 | $43K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 335 | $42K |
| Glenmede Trust Co. NA | 0.00% | New | 324 | $41K |
| Peterson Financial Group, Inc. | 0.15% | New | 319 | $40K |
| Blume Capital Management, Inc. | 0.01% | New | 315 | $40K |
| Smartleaf Asset Management LLC | 0.00% | No change | 310 | $39K |
| Integrity Financial Corp | 0.02% | No change | 308 | $39K |
| Trust Co. of Vermont | 0.00% | No change | 303 | $38K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +2.7% | 301 | $38K |
| Lowe Wealth Advisors, LLC | 0.02% | Add +63.4% | 281 | $35K |
| Kimelman & Baird, LLC | 0.00% | No change | 269 | $34K |
| Concord Wealth Partners | 0.01% | Add +8.1% | 266 | $33K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.4% | 266 | $33K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.4% | 266 | $33K |
| Fairfield Financial Advisors, LTD | 0.01% | No change | 262 | $33K |
| Venturi Wealth Management, LLC | 0.00% | No change | 250 | $31K |
| Wintrust Investments LLC | 0.02% | New | 243 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 230 | $29K |
| CVA Family Office, LLC | 0.00% | No change | 216 | $27K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -36.7% | 209 | $26K |
| Global Trust Asset Management, LLC | 0.01% | No change | 198 | $25K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -4.8% | 197 | $25K |
| Fortitude Family Office, LLC | 0.01% | Reduce -4.5% | 190 | $24K |
| MCF Advisors LLC | 0.00% | Reduce -73.0% | 175 | $22K |
| Princeton Global Asset Management LLC | 0.00% | No change | 168 | $21K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 167 | $21K |
| NewSquare Capital LLC | 0.00% | No change | 157 | $20K |
| Darwin Wealth Management, LLC | 0.01% | New | 154 | $19K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.7% | 150 | $19K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 149 | $19K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -8.1% | 147 | $19K |
| Robinswood Financial LLC | 0.01% | New | 140 | $18K |
| Quent Capital, LLC | 0.00% | Reduce -12.9% | 122 | $15K |
| Highline Wealth Partners LLC | 0.01% | New | 118 | $15K |
| Legacy Investment Solutions, LLC | 0.01% | — | 110 | $14K |
| Legacy Wealth Managment, LLC | 0.01% | — | 110 | $14K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 112 | $14K |
| City State Bank | 0.01% | New | 112 | $14K |
| Painted Porch Advisors LLC | 0.01% | New | 111 | $14K |
| Aspire Private Capital, LLC | 0.00% | No change | 111 | $14K |
| Versant Capital Management, Inc | 0.00% | No change | 111 | $14K |
| Biltmore Family Office, LLC | 0.00% | No change | 105 | $13K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 100 | $13K |
| Resources Management Corp. /CT/ | 0.00% | No change | 99 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.2% | 82 | $10K |
| MV Capital Management, Inc. | 0.00% | No change | 81 | $10K |
| Mascoma Wealth Management LLC | 0.00% | No change | 81 | $10K |
| M&R Capital Management Inc. | 0.00% | No change | 71 | $9K |
| 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 | $8K |
| Syntax Research, Inc. | 0.01% | No change | 60 | $7K |
| New Republic Capital, LLC | 0.00% | New | 56 | $7K |
| American Capital Advisory, LLC | 0.00% | New | 54 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -1.9% | 53 | $7K |
| LGT Financial Advisors LLC | 0.02% | New | 53 | $7K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 48 | $6K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.8% | 44 | $6K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 43 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.3% | 39 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 31 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 29 | $4K |
| Register Financial Advisors LLC | 0.00% | No change | 26 | $3K |
| WASHINGTON TRUST Co | 0.00% | No change | 26 | $3K |
| Olistico Wealth, LLC | 0.00% | New | 22 | $3K |
| Guardian Wealth Management, Inc. | 0.00% | No change | 19 | $2K |
| West Paces Advisors Inc. | 0.00% | New | 18 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 12 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 7 | $883 |
| Founders Capital Management | 0.00% | No change | 5 | $663 |
| First Pacific Financial | 0.00% | New | 4 | $503 |
| Morton Brown Family Wealth, LLC | 0.00% | New | 4 | $502 |
| Main Street Group, LTD | 0.00% | No change | 2 | $251 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 1 | $124 |
"% 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.