iShares Core S&P Total U.S.ITOTETF
13F holders, Q2 2025 (June 30)1,474holders +41
121new positions
71sold out
6famous investors
$135.42avg. 13F price*
At the end of Q2 2025, 1,474 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 41 from Q1 2025. 121 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($8.3B), Wells Fargo & Company ($8.0B) and Betterment LLC ($1.5B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $525.2M |
| Exits | 71 | $103.5M |
All 13F filers, Q1 2025 → Q2 2025: 16,753,977 shares bought and 10,417,166 shares sold, net +6,336,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,474 holders
| BlackRock, Inc. | 0.16% | Add +6.3% | 61,795,135 | $8.3B |
| Wells Fargo & Company | 1.77% | Add +1.2% | 59,272,047 | $8.0B |
| Betterment LLC | 3.24% | Reduce -2.3% | 11,275,319 | $1.5B |
| Wealthfront Advisers LLC | 3.67% | Reduce -4.0% | 10,566,864 | $1.4B |
| Morgan Stanley | 0.09% | Add +1.3% | 10,431,147 | $1.4B |
| Alliancebernstein L.P. | 0.42% | Add +2.9% | 9,605,846 | $1.3B |
| Bank of America Corp. | 0.07% | Reduce -1.9% | 6,205,688 | $838.0M |
| LPL Financial LLC | 0.25% | Add +4.0% | 5,466,061 | $738.1M |
| Focus Partners Wealth | 1.43% | Add +4.7% | 4,894,023 | $660.9M |
| Envestnet Asset Management Inc. | 0.17% | Add +80.7% | 4,389,579 | $592.8M |
| Focus Partners Advisor Solutions, LLC | 7.46% | Add +1.8% | 4,140,699 | $559.1M |
| Blue Trust, Inc. | 6.27% | Add +4.1% | 3,935,906 | $531.5M |
| SigFig Wealth Management, LLC | 15.73% | Add +1.4% | 3,537,670 | $475.3M |
| Ballentine Partners, LLC | 7.08% | Reduce -3.2% | 3,479,204 | $469.8M |
| Auto-Owners Insurance Co | 9.02% | Add +8.8% | 2,993,410 | $404.2M |
| AlTi Global, Inc. | 8.96% | Add +4.1% | 2,645,927 | $357.3M |
| Parallel Advisors, LLC | 7.13% | Add +3.1% | 2,638,760 | $356.3M |
| Raymond James Financial Inc. | 0.11% | Reduce -1.6% | 2,361,504 | $318.9M |
| Norinchukin Bank, The | 4.51% | New | 2,246,560 | $303.4M |
| Creative Planning | 0.24% | Reduce -1.2% | 2,117,760 | $286.0M |
| Allworth Financial LP | 1.34% | Reduce -2.5% | 2,067,050 | $279.1M |
| Cerity Partners LLC | 0.49% | Reduce -3.4% | 2,030,281 | $274.2M |
| Ameriprise Financial Inc. | 0.07% | Add +2.1% | 1,964,007 | $265.2M |
| Lido Advisors, LLC | 1.36% | Add +0.6% | 1,896,181 | $256.1M |
| Sentinel Trust Co. Lba | 26.30% | Reduce -1.3% | 1,793,612 | $242.2M |
| Cisco Systems, Inc. | 52.36% | No change | 1,722,500 | $232.6M |
| Osaic Holdings, Inc. | 0.41% | Reduce -8.2% | 1,721,438 | $232.5M |
| Provenance Wealth Advisors, LLC | 32.05% | Reduce -3.6% | 1,652,330 | $223.1M |
| Commonwealth Equity Services, LLC | 0.29% | Reduce -1.5% | 1,602,451 | $216.4M |
| Prime Capital Investment Advisors, LLC | 2.81% | Reduce -22.0% | 1,566,681 | $211.6M |
| JPMorgan Chase & Co. | 0.01% | Add +11.8% | 1,523,530 | $205.7M |
| TD Capital Management LLC | 18.44% | Reduce -1.0% | 1,446,573 | $195.3M |
| Evensky & Katz LLC | 11.45% | Reduce -2.4% | 1,388,351 | $187.5M |
| Klaas Financial Asset Advisors, LLC | 26.42% | Add +4.2% | 1,236,235 | $166.9M |
| Cobblestone Capital Advisors LLC | 8.32% | Add +12.4% | 1,203,768 | $162.6M |
| LJI Wealth Management, LLC | 27.90% | Add +14.3% | 1,185,987 | $160.2M |
| Disciplina Capital Management LLC | 19.63% | Add +27.4% | 1,150,349 | $155.3M |
| Royal Bank of Canada | 0.03% | Reduce -1.0% | 1,146,739 | $154.9M |
| Mariner, LLC | 0.22% | Add +1.1% | 1,114,306 | $150.3M |
| UBS Group AG | 0.03% | Add +3.8% | 1,109,577 | $149.8M |
| True Link Financial Advisors, LLC | 9.87% | Add +10.3% | 1,059,177 | $143.0M |
| Mesirow Financial Investment Management, Inc. | 2.69% | Reduce -46.5% | 1,019,989 | $137.7M |
| Claar Advisors LLC | 41.31% | Add +15.7% | 998,663 | $134.9M |
| HighTower Advisors, LLC | 0.17% | Add +0.5% | 995,308 | $134.4M |
| HB Wealth Management, LLC | 1.05% | Add +1.4% | 974,950 | $131.7M |
| Stratos Investment Management, LLC | 5.96% | Reduce -2.3% | 963,792 | $130.2M |
| Stifel Financial Corp. | 0.12% | Reduce -33.7% | 921,408 | $124.4M |
| Wick Capital Partners, LLC | 31.19% | Reduce -99.2% | 6,651 | $120.0M |
| FMR LLC | 0.01% | Reduce -7.6% | 886,816 | $119.8M |
| Zhang Financial LLC | 5.47% | Add +18.9% | 878,592 | $118.6M |
| Winthrop Advisory Group LLC | 11.27% | Add +6.0% | 864,811 | $116.8M |
| Tanager Wealth Management LLP | 13.01% | Add +55.4% | 816,665 | $110.3M |
| Rock Creek Group LLC | 12.20% | Reduce -22.1% | 775,465 | $104.1M |
| Allstate Corp. | 7.28% | Reduce -39.0% | 748,331 | $101.1M |
| Facet Wealth, Inc. | 2.28% | Reduce -3.4% | 727,134 | $100.4M |
| Jaffetilchin Investment Partners, LLC | 6.34% | Add +5.2% | 718,201 | $97.0M |
| Johnson Bixby & Associates, LLC | 13.20% | Add +0.9% | 711,669 | $96.1M |
| Cetera Investment Advisers | 0.16% | Add +11.4% | 697,565 | $94.2M |
| Independent Order of Foresters | 58.29% | No change | 672,744 | $90.8M |
| Ancora Advisors LLC | 1.86% | Add +1.6% | 660,503 | $89.2M |
| Ullmann Wealth Partners Group, LLC | 10.23% | Reduce -0.3% | 641,429 | $86.6M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Reduce -5.2% | 623,880 | $84.2M |
| Orion Porfolio Solutions, LLC | 0.70% | Add +33.3% | 605,036 | $81.7M |
| Partners Capital Investment Group, LLP | 3.18% | Reduce -50.1% | 582,276 | $78.6M |
| Jones Financial Companies LLLP | 0.05% | Add +37.7% | 532,145 | $71.5M |
| Allen Investment Management, LLC | 0.77% | Reduce -0.6% | 525,606 | $71.0M |
| Truist Financial Corp. | 0.10% | Add +4.3% | 520,520 | $70.3M |
| MML Investors Services, LLC | 0.20% | Add +3.5% | 514,838 | $69.5M |
| Goldstein Advisors, LLC | 9.28% | Reduce -32.5% | 511,164 | $69.0M |
| Blair William & Co. | 0.19% | Add +2.8% | 495,913 | $67.0M |
| Cwm, LLC | 0.23% | Reduce -0.6% | 487,385 | $65.8M |
| Clark Capital Management Group, Inc. | 0.45% | New | 483,793 | $65.3M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +1.3% | 471,707 | $64.5M |
| Simon Quick Advisors, LLC | 3.17% | Reduce -4.7% | 463,854 | $62.6M |
| O'Brien Wealth Partners LLC | 9.67% | Reduce -1.4% | 456,348 | $61.6M |
| Pineridge Advisors LLC | 21.76% | Add +4.4% | 444,556 | $60.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.5% | 443,310 | $59.9M |
| jvl associates llc | 21.48% | Reduce -4.0% | 442,766 | $59.8M |
| Vantage Financial Partners, LLC | 13.45% | Reduce -1.3% | 431,434 | $58.3M |
| Crestwood Advisors Group, LLC | 0.99% | Add +0.7% | 410,275 | $55.4M |
| Cresset Asset Management, LLC | 0.27% | Reduce -6.8% | 400,070 | $54.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.9% | 385,694 | $52.1M |
| Elm Partners Management LLC | 3.00% | Reduce -35.3% | 382,024 | $51.6M |
| Regatta Capital Group, LLC | 8.67% | Reduce -1.2% | 374,121 | $50.5M |
| Forvis Mazars Wealth Advisors, LLC | 1.08% | Reduce -3.5% | 371,676 | $50.2M |
| Kestra Advisory Services, LLC | 0.24% | Reduce -0.1% | 364,809 | $49.3M |
| Geneos Wealth Management Inc. | 1.20% | Add +1.1% | 363,986 | $49.2M |
| Smallwood Wealth Investment Management, LLC | 27.83% | Reduce -0.7% | 361,135 | $48.8M |
| Mission Wealth Management, LP | 1.06% | Reduce -1.4% | 361,135 | $48.8M |
| BLB&B Advisors, LLC | 2.25% | Add +3.0% | 355,895 | $48.1M |
| Brady Martz Wealth Solutions, LLC | 9.17% | Add +73.3% | 350,866 | $47.4M |
| Aviso Financial Inc. | 2.11% | Add +6.8% | 346,144 | $46.7M |
| Strategic Point Investment Advisors, LLC | 7.18% | Add +0.8% | 344,890 | $46.6M |
| NorthCoast Asset Management LLC | 0.20% | Add +5.3% | 337,836 | $45.6M |
| Capital Analysts, LLC | 1.52% | Add +0.3% | 336,843 | $45.5M |
| Pure Financial Advisors, LLC | 0.79% | Reduce -1.1% | 332,873 | $45.0M |
| Eldridge Investment Advisors, Inc. | 9.38% | Add +1.7% | 332,205 | $44.9M |
| Private Advisor Group, LLC | 0.24% | Reduce -4.5% | 331,639 | $44.8M |
| Truepoint, Inc. | 1.11% | Reduce -0.1% | 329,441 | $44.5M |
| Wooster Corthell Wealth Management, Inc. | 8.19% | Add +0.6% | 327,410 | $44.2M |
| Friday Financial | 22.39% | Add +6.1% | 325,839 | $44.0M |
| Northwest Wealth Management, LLC | 7.67% | Reduce -1.7% | 314,450 | $42.5M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -3.6% | 310,565 | $41.9M |
| &partners | 0.31% | Reduce -15.8% | 295,956 | $39.8M |
| Kondo Wealth Advisors, Inc. | 17.42% | Add +4.7% | 292,247 | $39.5M |
| Ironsides Asset Advisors, LLC | 11.33% | Add +0.1% | 289,201 | $39.1M |
| Captrust Financial Advisors | 0.09% | Add +1.4% | 283,483 | $38.3M |
| Reliant Wealth Planning | 14.88% | Reduce -3.2% | 282,286 | $38.1M |
| Family Wealth Partners, LLC | 14.97% | Add +2.8% | 277,018 | $37.4M |
| Tolleson Wealth Management, Inc. | 6.38% | Reduce -0.5% | 276,648 | $37.4M |
| Nicolet Advisory Services, LLC | 3.17% | Add +1.2% | 274,237 | $37.2M |
| Constellation Investments, Inc. | 1.69% | No change | 270,500 | $36.5M |
| Financial Designs Corp | 22.11% | Reduce -1.6% | 267,136 | $36.1M |
| Corient Private Wealth LP | 0.05% | Reduce -51.3% | 264,531 | $35.7M |
| JGP Wealth Management, LLC | 4.31% | Add +20.8% | 263,582 | $35.6M |
| Heritage Wealth Advisors | 1.66% | Reduce -51.0% | 258,328 | $34.9M |
| GM Advisory Group, LLC | 1.70% | Add +21.6% | 254,070 | $34.3M |
| Valmark Advisers, Inc. | 0.47% | Reduce -5.2% | 251,673 | $34.0M |
| Advus Financial Partners, LLC | 8.44% | Reduce -0.9% | 244,698 | $33.0M |
| Alaska Permanent Capital Management, LLC | 2.53% | Add +0.4% | 241,266 | $32.6M |
| TRUE Private Wealth Advisors | 3.57% | Reduce -8.4% | 235,271 | $31.8M |
| Cigna Investments Inc. | 5.35% | Reduce -4.6% | 231,072 | $31.2M |
| Beacon Pointe Advisors, LLC | 0.31% | Reduce -3.0% | 221,956 | $30.0M |
| Rehmann Capital Advisory Group | 1.78% | Reduce -5.2% | 217,400 | $29.4M |
| Capstone Financial Advisors, Inc. | 1.69% | Add +33.0% | 215,327 | $29.1M |
| Advisory Services Network, LLC | 0.46% | Reduce -1.7% | 208,641 | $28.8M |
| Sendero Wealth Management, LLC | 3.58% | Add +0.3% | 212,613 | $28.7M |
| KM Capital Management Ltd. | 14.10% | Reduce -12.9% | 211,553 | $28.6M |
| W.G. Shaheen & Associates DBA Whitney & Co | 2.74% | Add +0.2% | 205,734 | $27.8M |
| Integrated Wealth Concepts LLC | 0.28% | Reduce -1.6% | 203,377 | $27.5M |
| Northern Trust Corp. | 0.00% | Add +26.5% | 202,140 | $27.3M |
| Astoria Strategic Wealth, Inc. | 7.27% | Add +8.0% | 199,151 | $26.9M |
| Legacy Financial Advisors, Inc. | 4.19% | Reduce -2.5% | 198,558 | $26.8M |
| Composition Wealth, LLC | 0.45% | Add +662.2% | 197,607 | $26.7M |
| Patton Albertson Miller Group, LLC | 3.51% | Reduce -4.9% | 197,234 | $26.6M |
| Aerodigm Wealth, LLC | 12.51% | Add +14.1% | 192,900 | $26.0M |
| NewEdge Advisors, LLC | 0.13% | Reduce -0.5% | 192,006 | $25.9M |
| Squire Investment Management Company, LLC | 9.51% | Add +5.0% | 191,021 | $25.8M |
| Vident Advisory, LLC | 0.29% | Add +4.7% | 189,962 | $25.7M |
| Equitable Holdings, Inc. | 0.21% | Reduce -41.4% | 189,254 | $25.6M |
| MontVue Capital Management, Inc. | 18.04% | Add +6.4% | 187,645 | $25.3M |
| Wealthspire Advisors, LLC | 0.14% | Add +68.3% | 186,316 | $25.2M |
| Sweeney & Michel, LLC | 8.93% | Add +2.9% | 184,265 | $25.1M |
| Life Planning Partners, Inc | 19.93% | Reduce -0.4% | 185,429 | $25.0M |
| Edge Financial Advisors LLC | 13.19% | Reduce -3.4% | 185,418 | $25.0M |
| Cherrydale Wealth Management, LLC | 8.64% | Reduce -5.8% | 183,984 | $24.8M |
| Macquarie Group Ltd. | 0.03% | Reduce -6.9% | 182,198 | $24.6M |
| Durante & Waters, LLC | 19.35% | Reduce -1.9% | 182,063 | $24.6M |
| Aletheian Wealth Advisors LLC | 12.02% | Add +11.5% | 180,899 | $24.4M |
| Heck Capital Advisors, LLC | 2.10% | Add +4.1% | 180,368 | $24.4M |
| Great Valley Advisor Group, Inc. | 0.54% | Add +6.0% | 179,321 | $24.2M |
| Financial Partners Group, Inc | 3.35% | No change | 179,208 | $24.2M |
| United Capital Financial Advisors, LLC | 0.20% | Reduce -2.1% | 178,649 | $24.1M |
| Quantinno Capital Management LP | 0.10% | Add +3.4% | 173,857 | $23.5M |
| Catalyst Private Wealth, LLC | 10.42% | Reduce -18.9% | 173,422 | $23.4M |
| Bank of New York Mellon Corp | 0.00% | Add +5.0% | 172,523 | $23.3M |
| Stokes Family Office, LLC | 2.41% | Add +5.0% | 170,141 | $23.0M |
| Canvas Wealth Advisors, LLC | 4.51% | Add +4.4% | 164,261 | $22.9M |
| Spectrum Strategic Capital Management, LLC | 14.39% | Reduce -61.3% | 167,310 | $22.6M |
| Two Sigma Investments, LP | 0.04% | Add +4171.8% | 166,600 | $22.5M |
| Northeast Financial Consultants Inc | 0.92% | Add +0.0% | 166,245 | $22.4M |
| Planned Solutions, Inc. | 8.49% | Add +7.8% | 163,703 | $22.1M |
| Trevian Wealth Management LLC | 13.42% | New | 162,988 | $22.0M |
| Principal Securities, Inc. | 0.40% | Add +188.9% | 159,024 | $21.5M |
| Kaydan Wealth Management, Inc. | 6.95% | Add +2359.6% | 157,171 | $21.2M |
| Nwam LLC | 1.23% | Reduce -2.3% | 153,452 | $21.2M |
| Weatherly Asset Management L. P. | 1.80% | Add +1.9% | 156,670 | $21.2M |
| PrairieView Partners, LLC | 2.03% | Add +16.6% | 155,411 | $21.0M |
| Brighton Jones LLC | 0.57% | Add +3.0% | 155,070 | $20.9M |
| AQR Capital Management | 0.02% | Add +33.6% | 153,993 | $20.8M |
| Twin Focus Capital Partners, LLC | 2.90% | Reduce -8.3% | 153,296 | $20.7M |
| TruNorth Capital Management, LLC | 4.60% | Add +16.5% | 153,256 | $20.7M |
| Friedenthal Financial | 11.23% | Add +5.6% | 151,777 | $20.5M |
| IFP Advisors, Inc | 0.58% | Reduce -4.8% | 151,526 | $20.5M |
| Cosner Financial Group, LLC | 11.33% | Reduce -3.5% | 150,627 | $20.3M |
| Cynosure Group, LLC | 2.30% | Reduce -3.4% | 150,532 | $20.3M |
| Baird Financial Group, Inc. | 0.04% | Reduce -5.7% | 149,286 | $20.2M |
| Summit Financial, LLC | 0.46% | Add +2.2% | 149,122 | $20.1M |
| Exchange Traded Concepts, LLC | 0.26% | New | 148,411 | $20.0M |
| Koshinski Asset Management, Inc. | 1.51% | Add +2.9% | 147,719 | $19.9M |
| Gleason Group, Inc. | 2.15% | Reduce -0.4% | 146,884 | $19.8M |
| Robertson Stephens Wealth Management, LLC | 0.68% | Reduce -0.5% | 145,685 | $19.7M |
| Peirce Capital Management, LLC | 8.71% | Reduce -8.2% | 145,459 | $19.6M |
| Avantax Advisory Services, Inc. | 0.11% | Add +1.9% | 144,878 | $19.6M |
| Modern Wealth Management, LLC | 0.47% | Add +20.8% | 142,251 | $19.2M |
| Essex Financial Services, Inc. | 1.26% | Add +7.9% | 141,794 | $19.1M |
| Bernardo Wealth Planning LLC | 4.12% | Add +8.1% | 140,604 | $19.0M |
| Hickory Point Bank & Trust | 15.17% | Reduce -1.4% | 139,250 | $18.8M |
| Physician Wealth Advisors, Inc. | 2.91% | Reduce -5.0% | 137,416 | $18.6M |
| Empower Advisory Group, LLC | 0.05% | Reduce -15.9% | 135,855 | $18.3M |
| Comerica Bank | 0.07% | Add +1.7% | 134,503 | $18.2M |
| Sax Wealth Advisors, LLC | 1.09% | Reduce -9.0% | 134,039 | $18.1M |
| Heritage Financial Services, LLC | 1.74% | Reduce -5.0% | 133,906 | $18.1M |
| Tortoise Investment Management, LLC | 1.70% | Add +2.0% | 132,197 | $17.9M |
| Plancorp, LLC | 0.61% | Add +14.4% | 130,007 | $17.6M |
| Romano Brothers and Company | 2.16% | Add +3.5% | 129,315 | $17.5M |
| Benchmark Financial Wealth Advisors, LLC | 5.74% | Reduce -1.8% | 128,620 | $17.4M |
| Brookstone Capital Management | 0.23% | Reduce -0.4% | 127,698 | $17.2M |
| Beacon Financial Group | 1.79% | Reduce -5.1% | 127,341 | $17.2M |
| Litman Gregory Wealth Management LLC | 1.34% | Reduce -15.1% | 126,249 | $17.0M |
| Wealthspire Retirement, LLC | 1.11% | Reduce -0.0% | 124,896 | $16.9M |
| Gotham Asset Management | 0.10% | Add +297.0% | 122,060 | $16.5M |
| Thoroughbred Financial Services, LLC | 1.14% | Reduce -24.5% | 120,285 | $16.2M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -3.2% | 119,717 | $16.2M |
| Oakwell Private Wealth Management, LLC | 3.63% | Reduce -0.2% | 116,875 | $15.8M |
| BCGM Wealth Management, LLC | 4.41% | Reduce -51.7% | 115,877 | $15.6M |
| DDFG, Inc | 3.90% | Add +0.8% | 114,823 | $15.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.26% | Reduce -6.0% | 113,376 | $15.3M |
| Greenleaf Trust | 0.14% | Reduce -1.9% | 113,097 | $15.3M |
| Roger Wittlin Investment Advisory, LLC | 8.45% | Reduce -14.5% | 112,275 | $15.2M |
| Stevens Capital Partners | 5.40% | Reduce -0.8% | 109,053 | $15.1M |
| 1900 Wealth Management LLC | 1.13% | Reduce -1.0% | 110,421 | $14.9M |
| NWF Advisory Services Inc. | 1.76% | Reduce -0.1% | 109,415 | $14.8M |
| Kaufman Rossin Wealth, LLC | 9.18% | Add +5.0% | 107,354 | $14.5M |
| WBH Advisory Inc. | 1.23% | Add +0.2% | 106,899 | $14.4M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -0.7% | 105,581 | $14.3M |
| Elevate Wealth Advisory, Inc. | 10.11% | Reduce -2.2% | 105,228 | $14.2M |
| Waverly Advisors, LLC | 0.15% | Add +8.3% | 104,157 | $14.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +11.6% | 104,010 | $14.0M |
| Kingsview Wealth Management, LLC | 0.24% | Reduce -4.7% | 103,856 | $14.0M |
| Aptus Capital Advisors, LLC | 0.14% | Add +0.5% | 103,636 | $14.0M |
| Callan Family Office, LLC | 0.44% | Add +53.7% | 103,338 | $14.0M |
| Farrow Financial, Inc. | 8.37% | Add +3.6% | 102,214 | $13.8M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -43.4% | 99,827 | $13.5M |
| Sagespring Wealth Partners, LLC | 0.29% | Reduce -1.2% | 99,804 | $13.5M |
| Prasad Wealth Partners, LLC | 3.92% | Reduce -49.1% | 99,125 | $13.4M |
| Smith Shellnut Wilson LLC | 5.73% | Add +0.0% | 97,920 | $13.2M |
| OMNI 360 Wealth, Inc. | 8.16% | Reduce -3.4% | 97,352 | $13.1M |
| Glenview Trust Co | 0.23% | Add +2.8% | 97,166 | $13.1M |
| Level Wealth Management LLC | 7.56% | Add +1777.7% | 96,269 | $13.0M |
| First Foundation Advisors | 0.48% | Reduce -0.6% | 96,161 | $13.0M |
| Baron Silver Stevens Financial Advisors, LLC | 2.08% | Add +7.1% | 95,976 | $13.0M |
| Jmac Enterprises LLC | 2.77% | Add +21.9% | 95,801 | $12.9M |
| King Wealth Management Group | 1.75% | Reduce -1.0% | 95,611 | $12.9M |
| Choreo, LLC | 0.18% | Add +0.4% | 95,380 | $12.9M |
| MAI Capital Management | 0.09% | Add +1.9% | 95,088 | $12.8M |
| Savant Capital, LLC | 0.09% | Reduce -16.1% | 94,613 | $12.8M |
| Family Manage LLC | 1.93% | Add +3.6% | 94,333 | $12.7M |
| Cornell Pochily Investment Advisors, Inc. | 4.16% | Add +9.3% | 94,218 | $12.7M |
| Chicago Partners Investment Group LLC | 0.37% | Add +0.1% | 91,658 | $12.7M |
| Solano Wealth Investment Advisors LLC | 6.50% | Add +0.4% | 93,836 | $12.7M |
| Asset Dedication, LLC | 0.91% | Add +0.6% | 92,603 | $12.5M |
| Crescent Grove Advisors, LLC | 1.19% | Reduce -2.5% | 91,007 | $12.3M |
| Moneywise, Inc. | 5.75% | Reduce -33.1% | 90,884 | $12.3M |
| Independent Financial Group, LLC | 0.33% | Add +9.1% | 89,194 | $12.0M |
| Ashton Thomas Private Wealth, LLC | 0.42% | Reduce -0.5% | 89,090 | $12.0M |
| Guardian Wealth Advisors, LLC / NC | 0.84% | Add +0.5% | 88,691 | $12.0M |
| Clearstead Advisors, LLC | 0.17% | Add +3.3% | 87,497 | $11.8M |
| McElhenny Sheffield Capital Management, LLC | 3.14% | New | 87,238 | $11.8M |
| Smithfield Trust Co | 0.55% | Add +1.4% | 85,765 | $11.6M |
| Sanctuary Advisors, LLC | 0.07% | Add +3.9% | 85,080 | $11.5M |
| Freestone Capital Holdings, LLC | 0.39% | Reduce -6.7% | 84,491 | $11.4M |
| National Bank of Canada | 0.01% | Add +325.3% | 84,042 | $11.3M |
| Argent Trust Co | 0.42% | Add +1.3% | 82,686 | $11.2M |
| Merit Financial Group, LLC | 0.12% | Add +90.7% | 81,978 | $11.1M |
| Kestra Private Wealth Services, LLC | 0.16% | Reduce -0.2% | 81,640 | $11.0M |
| StoneX Group Inc. | 0.54% | Reduce -0.2% | 81,579 | $11.0M |
| Satovsky Asset Management LLC | 2.34% | Reduce -2.4% | 81,488 | $11.0M |
| Rollins Financial Advisors, LLC | 1.74% | Reduce -3.4% | 80,655 | $10.9M |
| Fulcrum Equity Management | 11.15% | Add +0.3% | 80,410 | $10.9M |
| Magnolia Capital Advisors LLC | 2.65% | Add +306.3% | 77,806 | $10.5M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +3.6% | 77,563 | $10.5M |
| Single Point Partners, LLC | 2.28% | Reduce -6.5% | 77,075 | $10.4M |
| Private Wealth Asset Management, LLC | 1.35% | Add +9.5% | 75,424 | $10.2M |
| Signature Estate & Investment Advisors LLC | 0.23% | Reduce -0.4% | 73,841 | $10.0M |
| First Hawaiian Bank | 1.35% | Reduce -11.3% | 73,677 | $9.9M |
| CreativeOne Wealth, LLC | 0.26% | Reduce -0.7% | 72,708 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -4.7% | 71,976 | $9.7M |
| ETF Portfolio Partners, Inc. | 2.68% | Add +4.0% | 71,580 | $9.7M |
| Rede Wealth, LLC | 3.48% | Add +2.8% | 71,293 | $9.6M |
| Roble, Belko & Company, Inc | 1.37% | Add +12.1% | 69,639 | $9.4M |
| Tudor Investment Corporation | 0.07% | Add +1154.1% | 69,614 | $9.4M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -38.8% | 69,544 | $9.4M |
| Flputnam Investment Management Co. | 0.16% | Reduce -7.0% | 68,654 | $9.3M |
| Greenwood Gearhart LLC | 0.58% | Reduce -13.4% | 68,547 | $9.3M |
| Investors Research Corp | 1.80% | Reduce -2.7% | 68,115 | $9.2M |
| Global Retirement Partners, LLC | 0.23% | — | 67,928 | $9.2M |
| KFA Private Wealth Group, LLC | 2.80% | Add +1.8% | 67,027 | $9.1M |
| CENTRAL TRUST Co | 0.21% | Add +5.8% | 66,807 | $9.0M |
| Grove Bank & Trust | 1.11% | No change | 66,089 | $8.9M |
| Amplius Wealth Advisors, LLC | 0.81% | Add +5.8% | 64,771 | $8.7M |
| Bar Harbor Wealth Management | 0.56% | Add +18.9% | 64,421 | $8.7M |
| MorganRosel Wealth Management, LLC | 2.35% | Reduce -6.1% | 63,844 | $8.6M |
| Summit Trail Advisors, LLC | 0.15% | New | 63,432 | $8.6M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +107.5% | 63,299 | $8.5M |
| Turtle Creek Wealth Advisors, LLC | 1.01% | Reduce -1.2% | 63,265 | $8.5M |
| Sard Wealth Management Group, LLC | 5.25% | Add +0.0% | 63,083 | $8.5M |
| Bank of Montreal | 0.00% | Reduce -4.8% | 62,450 | $8.4M |
| Naples Global Advisors, LLC | 0.72% | Reduce -0.3% | 61,819 | $8.3M |
| Wealthcare Capital Management LLC | 0.88% | Add +20.4% | 61,470 | $8.3M |
| Monument Capital Management | 2.16% | Reduce -2.5% | 61,353 | $8.3M |
| Patriot Investment Management Group, Inc. | 0.57% | Reduce -14.0% | 60,801 | $8.2M |
| Element Wealth, LLC | 3.75% | Reduce -6.4% | 60,400 | $8.2M |
| Well Done, LLC | 1.53% | Reduce -1.7% | 60,318 | $8.1M |
| Towercrest Capital Management | 1.44% | Add +6.8% | 59,643 | $8.1M |
| Fifth Third Securities, Inc. | 0.60% | Add +7.9% | 59,549 | $8.0M |
| Donor Advised Charitable Giving, Inc. | 0.16% | Add +0.3% | 59,260 | $8.0M |
| Pathstone Holdings, LLC | 0.03% | Add +33.6% | 58,919 | $8.0M |
| Legacy Private Trust Co. | 0.51% | Add +39.3% | 58,587 | $7.9M |
| Avalon Advisory Group | 3.39% | Add +3.7% | 58,490 | $7.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +3.5% | 58,487 | $7.9M |
| Brooklyn FI, LLC | 2.01% | Add +107.9% | 57,931 | $7.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +70.5% | 57,740 | $7.8M |
| Citadel Advisors | 0.01% | New | 57,214 | $7.7M |
| Lynch & Associates | 1.55% | Add +0.7% | 57,057 | $7.7M |
| SVB Wealth LLC | 0.41% | New | 57,051 | $7.7M |
| Forbes J M & Co. LLP | 0.70% | Reduce -1.9% | 56,957 | $7.7M |
| CogentBlue Wealth Advisors, LLC | 5.84% | Reduce -6.4% | 56,500 | $7.6M |
| Modera Wealth Management, LLC | 0.09% | Reduce -5.0% | 56,469 | $7.6M |
| Certus Wealth Management, LLC | 4.90% | Reduce -2.5% | 56,299 | $7.6M |
| Fairvoy Private Wealth, LLC | 1.88% | Reduce -2.6% | 56,090 | $7.6M |
| Snowden Capital Advisors LLC | 0.23% | Add +19.7% | 56,070 | $7.6M |
| Bank of Hawaii | 0.40% | Add +31.2% | 56,007 | $7.6M |
| PFG Investments, LLC | 0.44% | Add +12.2% | 55,797 | $7.5M |
| First Financial Bank - Trust Division | 0.66% | Reduce -0.1% | 55,790 | $7.5M |
| A&I Financial Services, LLC | 4.22% | Add +1.1% | 55,319 | $7.5M |
| Bradley & Co. Private Wealth Management, LLC | 4.57% | Reduce -0.4% | 55,300 | $7.5M |
| Hardy Reed LLC | 0.60% | Reduce -0.8% | 55,005 | $7.4M |
| Flagship Private Wealth, LLC | 3.15% | Add +2.8% | 54,838 | $7.4M |
| Moneco Advisors, LLC | 0.69% | Reduce -2.5% | 54,727 | $7.4M |
| Independent Solutions Wealth Management, LLC | 1.40% | Add +0.2% | 53,055 | $7.2M |
| Endowment Wealth Management, Inc. | 3.69% | Reduce -1.0% | 53,048 | $7.2M |
| HMV Wealth Advisors, LLC | 4.49% | Add +39.3% | 50,736 | $6.9M |
| Summit Wealth Partners, LLC | 1.30% | Reduce -7.8% | 50,643 | $6.8M |
| Davidson Investment Advisors | 0.31% | Reduce -0.4% | 50,605 | $6.8M |
| Hollencrest Capital Management | 0.29% | Reduce -11.6% | 50,461 | $6.8M |
| National Philanthropic Trust | 0.09% | Reduce -11.6% | 50,461 | $6.8M |
| Ridgecrest Wealth Partners, LLC | 3.59% | Reduce -1.1% | 50,404 | $6.8M |
| DKM Wealth Management, Inc. | 5.84% | Reduce -1.2% | 50,155 | $6.8M |
| Sage Mountain Advisors LLC | 0.44% | Add +71.3% | 50,139 | $6.8M |
| US Bancorp \de | 0.01% | Reduce -90.9% | 49,790 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -63.2% | 49,638 | $6.7M |
| HBK Sorce Advisory LLC | 0.18% | Reduce -0.3% | 49,570 | $6.7M |
| Grand Wealth Management, LLC | 3.43% | Reduce -0.7% | 49,359 | $6.7M |
| Matthew Goff Investment Advisor, LLC | 1.22% | Add +0.4% | 48,780 | $6.6M |
| Avior Wealth Management, LLC | 0.23% | Reduce -1.1% | 48,511 | $6.6M |
| Sigma Planning Corp | 0.19% | Reduce -17.8% | 47,874 | $6.5M |
| Nations Financial Group Inc, /Ia/ | 0.44% | Add +2.1% | 47,633 | $6.4M |
| Foundations Investment Advisors, LLC | 0.10% | Reduce -24.5% | 47,604 | $6.4M |
| Ironwood Financial, llc | 1.36% | No change | 52,153 | $6.4M |
| Park Avenue Securities LLC | 0.06% | Add +72.3% | 47,051 | $6.4M |
| Claris Advisors, LLC / Mo / | 2.19% | Reduce -11.5% | 46,513 | $6.3M |
| Arax Advisory Partners | 0.29% | Reduce -1.9% | 30,857 | $6.2M |
| Tsfg, LLC | 1.12% | Reduce -0.8% | 45,974 | $6.2M |
| First Heartland Consultants, Inc. | 0.55% | Reduce -0.9% | 45,707 | $6.2M |
| Tyler-Stone Wealth Management | 0.99% | Reduce -1.3% | 45,689 | $6.2M |
| Ieq Capital, LLC | 0.04% | Add +34.0% | 45,231 | $6.1M |
| Hudock, Inc. | 0.98% | Add +5.3% | 45,206 | $6.1M |
| Diversified Portfolios, Inc. | 0.57% | Add +4.5% | 44,326 | $6.0M |
| GeoWealth Management, LLC | 0.23% | Reduce -4.6% | 44,174 | $6.0M |
| Capital Planning LLC | 1.87% | Reduce -0.8% | 43,974 | $5.9M |
| Ferguson Wellman Capital Management, Inc. | 0.10% | No change | 43,964 | $5.9M |
| Farther Finance Advisors, LLC | 0.12% | Add +3.8% | 43,883 | $5.9M |
| Apella Capital, LLC | 0.16% | Reduce -9.6% | 43,476 | $5.9M |
| Vise Technologies, Inc. | 0.24% | — | 43,271 | $5.8M |
| Johnson Investment Counsel Inc. | 0.05% | Add +1.7% | 43,152 | $5.8M |
| Sutton Place Investors LLC | 3.50% | Reduce -0.3% | 43,045 | $5.8M |
| Hassell Wealth Management, LLC | 2.10% | Add +1.3% | 41,488 | $5.8M |
| Aegis Wealth Management LLC | 3.45% | No change | 47,167 | $5.8M |
| Sheets Smith Wealth Management | 0.67% | Reduce -0.4% | 42,533 | $5.7M |
| FAS Wealth Partners, Inc. | 0.42% | Add +2.3% | 42,137 | $5.7M |
| Yukon Wealth Management, Inc. | 2.02% | Add +1.8% | 41,793 | $5.6M |
| LVZ, Inc. | 0.68% | Add +15.2% | 41,701 | $5.6M |
| Investment Advisory Group, LLC | 1.70% | Add +0.8% | 41,648 | $5.6M |
| Libra Wealth LLC | 1.83% | Add +1.4% | 41,492 | $5.6M |
| Columbus Macro, LLC | 0.68% | Reduce -1.6% | 41,414 | $5.6M |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 40,683 | $5.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -19.8% | 39,801 | $5.4M |
| Vontobel Holding Ltd. | 0.02% | Reduce -8.8% | 39,589 | $5.3M |
| MBA Advisors LLC | 2.46% | Reduce -1.9% | 39,490 | $5.3M |
| MA Private Wealth | 0.95% | Reduce -3.4% | 39,396 | $5.3M |
| Capital Advisors, Ltd. LLC | 0.65% | Add +4.1% | 39,218 | $5.3M |
| Soltis Investment Advisors LLC | 0.41% | Add +4.1% | 38,615 | $5.2M |
| Canandaigua National Bank & Trust Co. | 0.48% | Add +0.1% | 38,538 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -8.1% | 38,196 | $5.2M |
| Aspiriant, LLC | 0.16% | Add +62.0% | 37,939 | $5.1M |
| Wealth Management Associates, Inc. | 1.96% | Add +2.6% | 37,225 | $5.0M |
| Abound Wealth Management | 1.40% | Add +96.1% | 36,587 | $4.9M |
| Sigma Investment Counselors Inc. | 0.27% | Add +27.6% | 36,583 | $4.9M |
| Cornerstone Wealth Group, LLC | 0.37% | Reduce -4.7% | 36,490 | $4.9M |
| Allie Family Office LLC | 2.44% | Add +2.3% | 36,436 | $4.9M |
| Ritholtz Wealth Management | 0.11% | Add +83.8% | 36,282 | $4.9M |
| BlackDiamond Wealth Management, LLC | 2.82% | Reduce -8.1% | 36,192 | $4.9M |
| Western Wealth Management, LLC | 0.29% | Add +4.2% | 36,071 | $4.9M |
| Fonville Wealth Management LLC | 1.21% | No change | 35,529 | $4.8M |
| Dopkins Wealth Management, LLC | 2.15% | Add +112.6% | 35,500 | $4.8M |
| NYL Investors LLC | 1.37% | Add +3.7% | 35,267 | $4.8M |
| Keystone Financial Group | 0.43% | Add +1.1% | 35,142 | $4.8M |
| Legacy Financial Group LLC | 0.66% | Add +12.0% | 35,038 | $4.7M |
| CFS Investment Advisory Services, LLC | 0.39% | Reduce -1.7% | 34,858 | $4.7M |
| Sunbelt Securities, Inc. | 0.41% | Add +42.2% | 36,303 | $4.7M |
| Accurate Wealth Management, LLC | 0.71% | Add +457.4% | 33,931 | $4.6M |
| Prospera Financial Services Inc | 0.09% | Add +11.5% | 34,210 | $4.6M |
| Doliver Advisors, LP | 1.26% | Reduce -6.4% | 34,124 | $4.6M |
| Fairview Capital Investment Management, LLC | 0.24% | No change | 34,050 | $4.6M |
| Wedmont Private Capital | 0.19% | Add +1.5% | 33,303 | $4.5M |
| LCNB Corp. | 1.60% | No change | 33,650 | $4.5M |
| Up Strategic Wealth Investment Advisors LLC | 3.49% | No change | 33,172 | $4.5M |
| Pennington Partners & Co., LLC | 2.39% | Add +26.6% | 32,991 | $4.5M |
| Lazard Asset Management LLC | 0.01% | No change | 32,865 | $4.4M |
| Samalin Investment Counsel, LLC | 1.70% | Add +16.9% | 32,574 | $4.4M |
| Endeavor Private Wealth, Inc. | 2.08% | Reduce -20.3% | 32,519 | $4.4M |
| JSF Financial, LLC | 1.04% | Reduce -4.8% | 32,306 | $4.4M |
| VestGen Advisors, LLC | 0.17% | Add +2.2% | 32,171 | $4.3M |
| Dakota Wealth Management | 0.09% | Reduce -19.6% | 32,080 | $4.3M |
| Glen Eagle Advisors, LLC | 0.66% | Reduce -2.6% | 31,841 | $4.3M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Add +35.7% | 31,786 | $4.3M |
| GSG Advisors LLC | 1.24% | Add +6.2% | 31,743 | $4.3M |
| GWN Securities Inc. | 0.78% | Reduce -3.5% | 31,098 | $4.2M |
| Dohj, LLC | 1.21% | Reduce -84.0% | 35,788 | $4.2M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -0.6% | 30,708 | $4.1M |
| TFO Wealth Partners, LLC | 0.72% | Reduce -0.3% | 30,332 | $4.1M |
| Arkadios Wealth Advisors | 0.12% | Add +19.8% | 29,769 | $4.0M |
| Aspen Wealth Management LLC | 1.00% | Add +21.1% | 29,742 | $4.0M |
| Carr Financial Group Corp | 1.16% | Add +3.2% | 29,215 | $3.9M |
| Climber Capital SA | 2.52% | Reduce -0.7% | 35,252 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.16% | Reduce -1.8% | 28,526 | $3.9M |
| Fortress Financial Solutions, LLC | 4.82% | Reduce -6.3% | 28,474 | $3.8M |
| Rather & Kittrell, Inc. | 0.76% | Reduce -5.7% | 28,454 | $3.8M |
| Virtue Capital Management, LLC | 0.71% | New | 28,449 | $3.8M |
| Sentinel Pension Advisors, LLC | 0.65% | Add +0.5% | 28,432 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -0.8% | 28,342 | $3.8M |
| Heritage Oak Wealth Advisors LLC | 1.51% | New | 28,342 | $3.8M |
| Bessemer Group Inc. | 0.01% | No change | 28,165 | $3.8M |
| Citigroup Inc. | 0.00% | Add +0.1% | 28,132 | $3.8M |
| Symphony Financial Services, Inc. | 2.26% | Add +4.8% | 28,045 | $3.8M |
| Able Wealth Management LLC | 1.91% | Add +28.3% | 28,020 | $3.8M |
| Private Trust Co. NA | 0.36% | Add +0.0% | 27,628 | $3.7M |
| Oxford Financial Group, LTD. LLC | 0.22% | Add +0.9% | 27,619 | $3.7M |
| Forte Asset Management LLC | 1.89% | No change | 27,432 | $3.7M |
| Strategic Blueprint, LLC | 0.18% | Reduce -4.9% | 27,418 | $3.7M |
| SFG Wealth Management, LLC. | 2.20% | Add +99.8% | 27,021 | $3.6M |
| Joel Isaacson & Co., LLC | 0.15% | Add +0.3% | 26,954 | $3.6M |
| Summit Investment Advisory Services, LLC | 1.58% | Reduce -4.7% | 26,860 | $3.6M |
| Glass Jacobson Investment Advisors llc | 1.39% | Add +2.3% | 26,708 | $3.6M |
| Dorsey & Whitney Trust CO LLC | 0.19% | Add +4.0% | 26,677 | $3.6M |
| Segment Wealth Management, LLC | 0.23% | New | 26,664 | $3.6M |
| Hoxton Planning & Management, LLC | 1.23% | Add +7.3% | 26,463 | $3.6M |
| Voisard Asset Management Group, Inc. | 0.92% | Add +311.9% | 26,336 | $3.6M |
| Drucker Wealth 3.0, LLC | 0.68% | Add +80.3% | 25,799 | $3.5M |
| TFC Financial Management, Inc. | 0.48% | Add +0.2% | 25,996 | $3.5M |
| N.E.W. Advisory Services LLC | 0.34% | Add +0.7% | 25,956 | $3.5M |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 25,631 | $3.5M |
| Retirement Planning Group, LLC | 0.15% | Reduce -12.1% | 25,615 | $3.5M |
| Nicholson Meyer Capital Management, Inc. | 2.92% | Add +24.6% | 25,508 | $3.4M |
| Claro Advisors Inc. | 0.57% | Add +24.7% | 25,376 | $3.4M |
| Luminvest Wealth Management LLC | 1.23% | New | 25,309 | $3.4M |
| Strategic Equity Management | 1.26% | Reduce -73.3% | 25,327 | $3.4M |
| Choate Investment Advisors | 0.07% | No change | 25,243 | $3.4M |
| ShoreHaven Wealth Partners, LLC | 1.39% | Reduce -0.9% | 25,115 | $3.4M |
| Nepc LLC | 0.09% | No change | 25,076 | $3.4M |
| BridgePort Financial Solutions, LLC | 1.12% | Add +5.5% | 25,007 | $3.4M |
| Silvia McColl Wealth Management, LLC | 2.43% | No change | 24,800 | $3.3M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Reduce -3.0% | 24,740 | $3.3M |
| Rf&l Wealth Management, LLC | 2.15% | Add +8.6% | 24,724 | $3.3M |
| May Hill Capital, LLC | 1.08% | Reduce -34.5% | 24,264 | $3.3M |
| Kings Path Partners LLC | 1.32% | Add +5.9% | 24,216 | $3.3M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -4.8% | 24,017 | $3.2M |
| Debussy Capital Management LP | 0.48% | Reduce -27.1% | 23,909 | $3.2M |
| Fiduciary Alliance LLC | 0.24% | Add +5.2% | 23,855 | $3.2M |
| Jefferies Financial Group Inc. | 0.06% | Reduce -3.3% | 23,825 | $3.2M |
| Foster Group, Inc. | 0.11% | New | 23,714 | $3.2M |
| Kelly Financial Services LLC | 0.93% | Add +52.2% | 23,491 | $3.2M |
| SCS Capital Management LLC | 0.04% | Reduce -1.1% | 23,359 | $3.2M |
| RFP Financial Group LLC | 1.29% | Reduce -3.6% | 23,070 | $3.1M |
| Renaissance Technologies | 0.00% | New | 23,000 | $3.1M |
| RFG Advisory, LLC | 0.07% | Reduce -5.4% | 22,996 | $3.1M |
| SC&H Financial Advisors, Inc. | 0.53% | Add +7.4% | 22,792 | $3.1M |
| Bokf, NA | 0.05% | Reduce -6.8% | 22,780 | $3.1M |
| Tiaa Trust, National Association | 0.01% | Add +3.1% | 22,696 | $3.1M |
| Calton & Associates, Inc. | 0.53% | Add +2.9% | 22,692 | $3.1M |
| Correct Capital Wealth Management | 0.60% | Reduce -0.2% | 22,684 | $3.1M |
| Alta Wealth Advisors LLC | 1.44% | Add +29.2% | 22,595 | $3.1M |
| Tenon Financial LLC | 1.34% | No change | 22,540 | $3.0M |
| Alliance Wealth Management Group | 0.76% | Add +6.2% | 22,148 | $3.0M |
| Gries Financial LLC | 0.54% | No change | 22,104 | $3.0M |
| Curat Global, LLC | 2.82% | Add +137.2% | 21,895 | $3.0M |
| Apollon Financial, LLC | 0.62% | Add +27.1% | 21,837 | $2.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.27% | Add +175.6% | 21,753 | $2.9M |
| Blue Fin Capital, Inc. | 0.50% | Add +38.9% | 21,698 | $2.9M |
| M&T Bank Corp | 0.01% | Add +21.1% | 21,660 | $2.9M |
| Buttonwood Financial Advisors Inc. | 1.16% | Reduce -0.3% | 21,413 | $2.9M |
| Signature Resources Capital Management, LLC | 1.75% | Add +342.1% | 21,364 | $2.9M |
| Quadrant Private Wealth Management, LLC | 0.59% | Reduce -13.4% | 21,243 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +10.9% | 21,237 | $2.9M |
| Mayflower Financial Advisors, LLC | 0.40% | Add +5.5% | 21,235 | $2.9M |
| Kraft Asset Management, LLC | 2.65% | Reduce -34.9% | 21,066 | $2.8M |
| Lauterbach Financial Advisors, LLC | 1.56% | Add +22.9% | 21,046 | $2.8M |
| AE Wealth Management LLC | 0.02% | Add +35.0% | 20,928 | $2.8M |
| AdvisorNet Financial, Inc | 0.18% | Add +1.4% | 20,855 | $2.8M |
| Clark Asset Management, LLC | 0.38% | Add +0.1% | 20,582 | $2.8M |
| One Wealth Advisors, LLC | 0.38% | Add +14.6% | 20,449 | $2.8M |
| Vanguard Group Inc. | 0.00% | Add +9.1% | 20,354 | $2.7M |
| WealthCollab, LLC | 1.54% | Add +156.3% | 20,315 | $2.7M |
| TKG Advisors, LLC | 1.22% | No change | 20,160 | $2.7M |
| Mutual Advisors, LLC | 0.07% | Add +8.3% | 19,491 | $2.7M |
| Diversify Advisory Services, LLC | 0.10% | Add +247.7% | 19,321 | $2.7M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -26.5% | 20,063 | $2.7M |
| Blueprint Financial Advisors LLC | 0.87% | New | 19,992 | $2.7M |
| Maltin Wealth Management, Inc. | 1.21% | Add +3.4% | 19,978 | $2.7M |
| First National Bank & Trust Co. of Newtown | 0.54% | No change | 19,930 | $2.7M |
| Unique Wealth, LLC | 0.43% | Reduce -31.8% | 19,917 | $2.7M |
| Northwest Bancshares, Inc. | 0.47% | Reduce -1.6% | 19,809 | $2.7M |
| Agf Management Ltd. | 0.01% | Reduce -4.4% | 19,775 | $2.7M |
| Keystone Financial Group, Inc. | 1.70% | Reduce -5.6% | 19,425 | $2.7M |
| Quad-Cities Investment Group, LLC | 1.21% | Add +2.2% | 19,659 | $2.7M |
| Evoke Wealth, LLC | 0.06% | No change | 19,501 | $2.6M |
| Cascade Financial Partners, LLC | 0.32% | Add +0.1% | 19,471 | $2.6M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +4.6% | 19,333 | $2.6M |
| Centennial Wealth Advisory LLC | 0.83% | New | 19,514 | $2.6M |
| Blueprint Investment Partners LLC | 0.46% | New | 19,224 | $2.6M |
| Snider Financial Group | 0.75% | Reduce -4.4% | 19,160 | $2.6M |
| Elevation Point Wealth Partners, LLC | 0.20% | Reduce -1.2% | 19,002 | $2.6M |
| Carrera Capital Advisors | 0.51% | Add +21.1% | 18,861 | $2.5M |
| Capital Market Strategies LLC | 1.77% | Reduce -21.5% | 18,712 | $2.5M |
| Schrum Private Wealth Management LLC | 2.01% | Add +9.1% | 18,529 | $2.5M |
| Sage Financial Group Inc. | 0.18% | Reduce -0.0% | 18,521 | $2.5M |
| Convergence Financial, LLC | 0.43% | Add +50.8% | 18,501 | $2.5M |
| IHT Wealth Management, LLC | 0.07% | Reduce -1.6% | 18,492 | $2.5M |
| Curi Capital, LLC | 0.05% | Add +985.1% | 18,328 | $2.5M |
| Associated Banc-Corp | 0.07% | Add +2.8% | 18,243 | $2.5M |
| Serenus Wealth Advisors, LLC | 0.42% | Reduce -23.6% | 18,198 | $2.5M |
| Essex Bank | 0.58% | Add +7.9% | 18,155 | $2.5M |
| Aaron Wealth Advisors LLC | 0.25% | Reduce -4.1% | 18,082 | $2.4M |
| Birch Financial Group, LLC | 1.94% | Reduce -9.2% | 17,949 | $2.4M |
| Wealth Group Ltd | 0.61% | Add +6.7% | 17,617 | $2.4M |
| Phillips Financial Management, LLC | 0.17% | Reduce -1.1% | 17,545 | $2.4M |
| Compound Planning, Inc. | 0.09% | Add +15.1% | 17,540 | $2.4M |
| Morling Financial Advisors, LLC | 0.77% | Reduce -60.2% | 17,349 | $2.3M |
| Archer Investment Corp | 0.56% | Add +0.0% | 17,242 | $2.3M |
| Peak Financial Management, Inc. | 0.66% | Add +0.1% | 17,089 | $2.3M |
| Magnolia Private Wealth, LLC | 1.78% | Reduce -0.2% | 16,987 | $2.3M |
| Integrity Alliance, Llc. | 0.13% | Reduce -23.9% | 16,983 | $2.3M |
| Farmers & Merchants Investments Inc. | 0.07% | Add +0.0% | 16,981 | $2.3M |
| Hamilton Capital, LLC | 0.12% | No change | 16,835 | $2.3M |
| Tranquility Partners, LLC | 0.81% | Add +0.8% | 16,805 | $2.3M |
| Cherry Tree Wealth Management, LLC | 0.53% | Add +0.6% | 16,759 | $2.3M |
| Grey Ledge Advisors, LLC | 0.55% | Add +0.6% | 16,739 | $2.3M |
| Keybank National Association | 0.01% | Reduce -6.6% | 16,726 | $2.3M |
| Sowa Financial Group, Inc. | 1.41% | Reduce -0.3% | 16,724 | $2.3M |
| TD Private Client Wealth LLC | 0.06% | Reduce -13.9% | 16,697 | $2.3M |
| Cardiff Park Advisors, LLC | 0.19% | Add +0.3% | 16,694 | $2.3M |
| Sand Hill Global Advisors, LLC | 0.08% | No change | 16,672 | $2.3M |
| Accredited Investors Inc. | 0.13% | Reduce -2.2% | 16,519 | $2.2M |
| GTS Securities LLC | 0.10% | New | 16,415 | $2.2M |
| Consolidated Portfolio Review Corp | 0.31% | Add +1.6% | 16,333 | $2.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +96.2% | 16,312 | $2.2M |
| NewEdge Wealth, LLC | 0.03% | Reduce -3.0% | 15,922 | $2.2M |
| Centerpoint Advisors, LLC | 0.74% | Add +8.5% | 16,230 | $2.2M |
| Manuka Financial, LLC | 1.17% | New | 15,954 | $2.2M |
| World Investment Advisors | 0.05% | Add +6.7% | 15,853 | $2.1M |
| Perigon Wealth Management, LLC | 0.05% | Add +9.6% | 15,823 | $2.1M |
| Summit X, LLC | 0.40% | Add +3.9% | 15,783 | $2.1M |
| Trivium Point Advisory, LLC | 0.23% | Reduce -6.5% | 15,701 | $2.1M |
| McGlone Suttner Wealth Management, Inc. | 0.32% | No change | 15,670 | $2.1M |
| CW Advisors, LLC | 0.02% | Add +22.4% | 15,646 | $2.1M |
| BIP Wealth, LLC | 0.13% | Add +0.7% | 15,640 | $2.1M |
| Invst, LLC | 0.26% | New | 15,603 | $2.1M |
| Guidance Point Advisors, LLC | 0.56% | Add +0.0% | 15,496 | $2.1M |
| Csenge Advisory Group | 0.11% | Reduce -16.2% | 16,245 | $2.1M |
| Bordeaux Wealth Advisors LLC | 0.27% | No change | 15,434 | $2.1M |
| Objective Capital Management, LLC | 2.33% | Add +0.1% | 15,365 | $2.1M |
| Valeo Financial Advisors, LLC | 0.05% | Add +4.6% | 15,359 | $2.1M |
| Financial Architects, LLC | 1.25% | Add +177.8% | 15,280 | $2.1M |
| Stephens Inc. | 0.03% | Reduce -0.7% | 15,253 | $2.1M |
| Talisman Wealth Advisors LLC | 1.87% | Add +3.3% | 15,198 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.10% | Reduce -2.6% | 15,026 | $2.0M |
| Assetmark, Inc. | 0.00% | Add +9.3% | 15,011 | $2.0M |
| ABLE Financial Group, LLC | 0.49% | Add +286.4% | 14,974 | $2.0M |
| Wealth Effects LLC | 0.76% | Reduce -0.6% | 14,945 | $2.0M |
| ZWJ Investment Counsel Inc. | 0.07% | Reduce -6.5% | 14,941 | $2.0M |
| First Interstate Bank | 0.12% | New | 14,908 | $2.0M |
| Harbour Investments, Inc. | 0.05% | Add +33.2% | 14,756 | $2.0M |
| Axxcess Wealth Management, LLC | 0.05% | Add +21.6% | 14,735 | $2.0M |
| Destiny Wealth Partners, LLC | 0.27% | No change | 14,732 | $2.0M |
| Baker Tilly Wealth Management, LLC | 0.70% | No change | 14,519 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +14.0% | 14,477 | $2.0M |
| Whitcomb & Hess, Inc. | 0.55% | Reduce -4.2% | 14,355 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.36% | Add +1.7% | 14,326 | $1.9M |
| Elevation Capital Advisory, LLC | 0.77% | New | 14,313 | $1.9M |
| Signaturefd, LLC | 0.03% | Reduce -10.7% | 14,297 | $1.9M |
| Icon Wealth Advisors, LLC | 0.13% | No change | 13,880 | $1.9M |
| Compass Ion Advisors, LLC | 0.20% | Add +0.0% | 13,866 | $1.9M |
| Caliber Wealth Management, LLC / KS | 0.20% | Reduce -0.3% | 13,808 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +117.3% | 13,688 | $1.8M |
| Robinson Smith Wealth Advisors LLC | 1.47% | Add +9.5% | 13,632 | $1.8M |
| Klingman & Associates, LLC | 0.10% | Add +1.5% | 13,606 | $1.8M |
| Patten Group, Inc. | 0.39% | Reduce -2.6% | 13,586 | $1.8M |
| KOM Wealth Management Group, LLC | 1.44% | Reduce -1.8% | 13,471 | $1.8M |
| Northstar Financial Companies, Inc. | 1.89% | New | 13,458 | $1.8M |
| BlueStem Wealth Partners, LLC | 0.22% | Reduce -2.5% | 13,226 | $1.8M |
| Stephenson & Company, Inc. | 1.08% | No change | 13,202 | $1.8M |
| Rosenberg Matthew Hamilton | 0.41% | Reduce -6.4% | 13,153 | $1.8M |
| Prosperity Planning, Inc. | 0.71% | Reduce -0.1% | 13,048 | $1.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | No change | 13,045 | $1.8M |
| Westside Investment Management, Inc. | 0.33% | Add +1.5% | 13,037 | $1.8M |
| MJT & Associates Financial Advisory Group, Inc. | 2.18% | New | 13,018 | $1.8M |
| Jackson Thornton Wealth Management, LLC | 0.20% | Reduce -22.0% | 12,862 | $1.7M |
| Coldstream Capital Management Inc. | 0.03% | Add +236.6% | 12,840 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +17.2% | 12,837 | $1.7M |
| Hobbs Group Advisors, LLC | 0.59% | Reduce -2.0% | 12,712 | $1.7M |
| Bogart Wealth, LLC | 0.07% | Add +0.8% | 12,687 | $1.7M |
| SageView Advisory Group, LLC | 0.06% | Reduce -1.9% | 12,178 | $1.7M |
| Pasadena Private Wealth, LLC | 0.29% | Add +17.1% | 12,551 | $1.7M |
| Silverlake Wealth Management LLC | 0.50% | Add +612.9% | 12,525 | $1.7M |
| Parkside Investments, LLC | 0.23% | Reduce -11.5% | 12,299 | $1.7M |
| My Personal CFO, LLC | 0.75% | No change | 12,287 | $1.7M |
| Aft, Forsyth & Sober, LLC | 0.56% | No change | 12,275 | $1.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.23% | Add +0.5% | 12,232 | $1.7M |
| Gryphon Financial Partners LLC | 0.22% | Reduce -0.2% | 12,213 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -7.7% | 12,194 | $1.6M |
| Beacon Financial Advisory LLC | 0.42% | Add +4.3% | 12,134 | $1.6M |
| Security Financial Services, INC. | 0.29% | Add +13.6% | 12,050 | $1.6M |
| Mill Creek Capital Advisors, LLC | 0.04% | Add +82.6% | 12,047 | $1.6M |
| WJ Wealth Management, LLC | 0.51% | Reduce -5.8% | 12,033 | $1.6M |
| Insigneo Advisory Services, LLC | 0.14% | Reduce -1.7% | 11,875 | $1.6M |
| LaSalle St. Investment Advisors, LLC | 0.44% | Reduce -0.4% | 11,823 | $1.6M |
| Pioneer Trust Bank N A | 0.40% | No change | 11,750 | $1.6M |
| Optivise Advisory Services LLC | 0.81% | Reduce -5.6% | 11,694 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +0.8% | 11,689 | $1.6M |
| Bawa N Mallick Trust | 0.65% | No change | 11,658 | $1.6M |
| Weaver Consulting Group | 0.44% | No change | 11,657 | $1.6M |
| JDH Wealth Management, LLC | 1.21% | Add +384.9% | 11,656 | $1.6M |
| Fidelis Capital Partners, LLC | 0.14% | Add +5.3% | 11,345 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +37.4% | 11,524 | $1.6M |
| Professional Financial Advisors, LLC | 0.36% | Add +3.3% | 11,487 | $1.6M |
| Pinnacle Financial Partners Inc | 0.03% | Reduce -72.3% | 11,464 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +148.3% | 11,464 | $1.5M |
| Finley Financial, LLC | 0.77% | No change | 11,375 | $1.5M |
| Hemington Wealth Management | 0.22% | No change | 11,359 | $1.5M |
| Mgo One Seven LLC | 0.05% | Add +73.0% | 11,257 | $1.5M |
| Bank Hapoalim BM | 0.22% | No change | 12,444 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 11,201 | $1.5M |
| D'Orazio & Associates, Inc. | 0.21% | Add +216.2% | 11,181 | $1.5M |
| Pinnacle Family Advisors, LLC | 0.73% | Reduce -14.3% | 11,200 | $1.5M |
| Brooklyn Investment Group | 0.20% | Add +2.4% | 11,087 | $1.5M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -2.0% | 10,983 | $1.5M |
| Clarity Asset Management, Inc. | 0.88% | Add +0.3% | 10,967 | $1.5M |
| Nemes Rush Group LLC | 0.16% | Add +17.7% | 10,922 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | No change | 10,874 | $1.5M |
| Regency Capital Management Inc.\DE | 0.77% | Add +1.1% | 10,800 | $1.5M |
| Westmount Partners, LLC | 0.40% | Add +0.3% | 10,682 | $1.4M |
| Coordinated Financial Services, Inc. | 1.01% | — | 10,658 | $1.4M |
| Global View Capital Management LLC | 0.46% | Reduce -11.4% | 10,583 | $1.4M |
| Visionary Wealth Advisors | 0.07% | Reduce -0.5% | 10,571 | $1.4M |
| Meridian Wealth Partners, LLC | 0.21% | Reduce -8.7% | 10,483 | $1.4M |
| Riverbend Wealth Management, LLC | 1.06% | Add +32.5% | 10,414 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.13% | Reduce -8.1% | 10,345 | $1.4M |
| Tanglewood Legacy Advisors, LLC | 0.57% | Add +0.3% | 10,340 | $1.4M |
| Integrated Advisors Network LLC | 0.06% | Reduce -3.7% | 10,289 | $1.4M |
| MN Wealth Advisors, LLC | 0.81% | Reduce -8.7% | 10,286 | $1.4M |
| Marino, Stram & Associates LLC | 0.28% | No change | 10,272 | $1.4M |
| WealthShield Partners, LLC | 0.17% | Add +71.1% | 10,236 | $1.4M |
| Accelerate Investment Advisors LLC | 1.02% | Add +10.5% | 10,201 | $1.4M |
| Sovereign Financial Group, Inc. | 0.28% | Reduce -0.4% | 10,165 | $1.4M |
| Index Fund Advisors, Inc. | 0.08% | Add +0.9% | 10,109 | $1.4M |
| Fulton Breakefield Broenniman LLC | 0.09% | New | 10,103 | $1.4M |
| Private Management Group Inc. | 0.04% | New | 10,000 | $1.4M |
| Seaside Wealth Management, Inc. | 0.43% | New | 9,976 | $1.3M |
| Cahill Financial Advisors Inc. | 0.17% | Add +0.7% | 9,920 | $1.3M |
| Cahaba Wealth Management, Inc. | 0.10% | Add +2.4% | 9,878 | $1.3M |
| Wolff Wiese Magana LLC | 0.82% | No change | 9,836 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | — | 9,831 | $1.3M |
| FourThought Financial Partners, LLC | 0.13% | No change | 9,796 | $1.3M |
| Savvy Advisors, Inc. | 0.09% | New | 9,769 | $1.3M |
| Whitaker-Myers Wealth Managers, LTD. | 0.33% | Reduce -18.2% | 9,751 | $1.3M |
| Chicago Capital, LLC | 0.03% | Add +3.4% | 9,734 | $1.3M |
| Fielder Capital Group LLC | 0.35% | No change | 9,685 | $1.3M |
| Sugar Maple Asset Management, LLC | 1.02% | Reduce -1.2% | 9,666 | $1.3M |
| Galvin, Gaustad & Stein, LLC | 0.11% | Add +5.3% | 9,601 | $1.3M |
| Signature Wealth Management Partners, LLC | 0.74% | Add +0.3% | 9,584 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Add +11.1% | 9,489 | $1.3M |
| Institute for Wealth Management, LLC. | 0.14% | Reduce -0.4% | 9,482 | $1.3M |
| Bouvel Investment Partners, LLC | 0.43% | Add +22.2% | 9,420 | $1.3M |
| Earned Wealth Advisors, LLC | 0.25% | Add +5.1% | 9,409 | $1.3M |
| Madison Wealth Partners, Inc | 0.28% | Add +16.2% | 9,405 | $1.3M |
| Somerset Trust Co | 0.41% | No change | 9,385 | $1.3M |
| Baring Financial LLC | 0.94% | Add +0.0% | 9,357 | $1.3M |
| Dunhill Financial, LLC | 0.37% | Reduce -13.6% | 9,338 | $1.3M |
| Curated Wealth Partners LLC | 0.15% | No change | 9,301 | $1.3M |
| Pathway Financial Advisors LLC | 0.18% | No change | 9,200 | $1.2M |
| Money Concepts Capital Corp. | 0.08% | Reduce -1.2% | 9,136 | $1.2M |
| Silver Oak Securities, Incorporated | 0.10% | Add +0.0% | 9,129 | $1.2M |
| Oakworth Capital, Inc. | 0.08% | No change | 9,066 | $1.2M |
| Almanack Investment Partners, LLC. | 0.19% | Reduce -0.1% | 9,053 | $1.2M |
| Financial Consulate, Inc. | 0.24% | New | 9,020 | $1.2M |
| Flywheel Private Wealth LLC | 0.98% | Add +109.1% | 9,008 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Add +12.7% | 9,005 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.15% | No change | 8,952 | $1.2M |
| Helium Advisors LLC | 0.76% | Reduce -1.6% | 8,846 | $1.2M |
| Mayport, LLC | 0.29% | Add +1.3% | 8,825 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -9.6% | 8,790 | $1.2M |
| Base Wealth Management LLC | 0.76% | No change | 8,788 | $1.2M |
| North Star Asset Management Inc. | 0.05% | Add +45.6% | 8,783 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +0.8% | 8,779 | $1.2M |
| Synovus Financial Corp. | 0.01% | Reduce -0.3% | 8,705 | $1.2M |
| IFC Advisors LLC | 0.22% | Reduce -21.4% | 8,706 | $1.2M |
| Detalus Advisors, LLC | 0.34% | Reduce -9.2% | 8,680 | $1.2M |
| Sprinkle Financial Consultants LLC | 0.72% | Add +0.3% | 8,672 | $1.2M |
| MBL Wealth, LLC | 0.11% | Add +6.8% | 8,662 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | Add +0.3% | 8,615 | $1.2M |
| Eagle Bluffs Wealth Management LLC | 0.55% | Add +6.0% | 8,609 | $1.2M |
| Rodgers & Associates, LTD | 0.13% | Add +25.4% | 8,491 | $1.1M |
| Cypress Wealth Services, LLC | 0.20% | Reduce -3.1% | 8,475 | $1.1M |
| Southeast Asset Advisors, LLC | 0.14% | Reduce -0.1% | 8,434 | $1.1M |
| Mather Group, Llc. | 0.01% | Reduce -3.2% | 8,430 | $1.1M |
| Apexium Financial, LP | 0.06% | No change | 8,400 | $1.1M |
| Two Sigma Securities, LLC | 0.14% | Add +296.9% | 8,350 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Add +23.9% | 8,341 | $1.1M |
| Sylvest Advisors, LLC | 0.65% | Reduce -11.5% | 8,322 | $1.1M |
| LexAurum Advisors, LLC | 0.18% | Reduce -1.4% | 8,315 | $1.1M |
| Meridian Management Co. | 0.31% | No change | 8,100 | $1.1M |
| RHS Financial, LLC | 0.63% | Add +34.9% | 8,270 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -10.5% | 8,227 | $1.1M |
| Cooper Financial Group | 0.13% | Add +3.4% | 8,173 | $1.1M |
| Horst & Graben Wealth Management LLC | 0.18% | Add +120.1% | 8,136 | $1.1M |
| Corrado Advisors, LLC | 0.67% | Add +0.1% | 8,100 | $1.1M |
| Midwest Trust Co | 0.02% | — | 8,069 | $1.1M |
| Milestone Asset Management, LLC | 0.23% | Reduce -2.8% | 8,051 | $1.1M |
| Graypoint LLC | 0.06% | Reduce -6.8% | 8,038 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Reduce -10.3% | 8,034 | $1.1M |
| Human Investing LLC | 0.17% | Reduce -7.9% | 7,858 | $1.1M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 7,856 | $1.1M |
| Grange Capital, LLC | 1.11% | Reduce -35.6% | 7,831 | $1.1M |
| Willow Creek Wealth Management Inc. | 0.09% | No change | 7,807 | $1.1M |
| Gibson Capital, LLC | 0.21% | Add +15.0% | 7,805 | $1.1M |
| Parkworth Wealth Management, Inc. | 0.76% | Add +20.6% | 7,783 | $1.1M |
| Baker Avenue Asset Management, LP | 0.03% | New | 7,782 | $1.1M |
| Adams Wealth Management | 0.20% | Reduce -12.8% | 7,727 | $1.0M |
| CacheTech Inc. | 0.19% | Reduce -12.8% | 7,727 | $1.0M |
| L.K. Benson & Company, P.C. | 0.64% | Add +1.9% | 7,681 | $1.0M |
| XY Planning Network, Inc. | 0.35% | New | 7,563 | $1.0M |
| GC Wealth Management RIA, LLC | 0.08% | Add +11.0% | 7,509 | $1.0M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -9.2% | 7,506 | $1.0M |
| San Luis Wealth Advisors LLC | 0.22% | Reduce -5.4% | 7,478 | $1.0M |
| Plante Moran Financial Advisors, LLC | 0.07% | Add +1.5% | 7,439 | $1.0M |
| Windsor Capital Management, LLC | 0.29% | Reduce -0.5% | 7,403 | $1000K |
| Premier Path Wealth Partners, LLC | 0.14% | No change | 7,402 | $1000K |
| Northwest Capital Management Inc | 0.54% | Reduce -39.3% | 7,359 | $994K |
| Sfmg, LLC | 0.07% | Add +0.1% | 7,343 | $992K |
| Kovack Advisors, Inc. | 0.10% | Reduce -29.3% | 7,327 | $989K |
| Keystone Wealth Services, LLC | 0.24% | Add +0.0% | 7,326 | $989K |
| Strategic Financial Concepts, LLC | 0.14% | Add +26.2% | 7,319 | $988K |
| PBMares Wealth Management LLC | 0.18% | Reduce -2.6% | 7,194 | $971K |
| Howe & Rusling Inc. | 0.07% | Add +3.6% | 7,133 | $963K |
| Ascent Group, LLC | 0.04% | Reduce -10.7% | 7,089 | $957K |
| Atwood & Palmer Inc. | 0.06% | No change | 7,081 | $956K |
| Orgel Wealth Management, LLC | 0.02% | No change | 7,065 | $954K |
| Symphony Financial, Ltd. Co. | 0.12% | New | 6,996 | $950K |
| Stonekeep Investments, LLC | 0.64% | Add +52.4% | 6,992 | $944K |
| Capital City Trust Co. | 0.24% | Reduce -2.5% | 6,992 | $944K |
| Jane Street Group, LLC | 0.00% | Reduce -89.7% | 6,965 | $941K |
| EPG Wealth Management LLC | 0.28% | Reduce -37.4% | 6,945 | $938K |
| One Capital Management, LLC | 0.03% | Add +6.4% | 6,917 | $934K |
| GHP Investment Advisors, Inc. | 0.04% | No change | 6,909 | $933K |
| Albion Financial Group | 0.06% | No change | 6,885 | $930K |
| Kwmg, LLC | 0.09% | Reduce -0.0% | 6,812 | $920K |
| Brio Consultants, LLC | 0.13% | New | 6,777 | $915K |
| Vertex Planning Partners, LLC | 0.19% | Reduce -2.7% | 6,774 | $915K |
| IFG Advisory, LLC | 0.05% | Reduce -22.8% | 6,766 | $914K |
| HCR Wealth Advisors | 0.11% | No change | 6,747 | $911K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -0.5% | 6,716 | $907K |
| KPP Advisory Services LLC | 0.15% | No change | 6,704 | $905K |
| Bond & Devick Financial Network, Inc. | 0.30% | Add +1.5% | 6,677 | $902K |
| Rolek Wealth Management LLC | 0.78% | Reduce -13.8% | 6,651 | $898K |
| TSA Wealth Managment LLC | 0.33% | Add +70.0% | 6,635 | $896K |
| Cibc World Market Inc. | 0.00% | Add +8.0% | 6,610 | $893K |
| Fiduciary Advisors, Inc. | 0.78% | Reduce -7.4% | 6,588 | $890K |
| Aspiring Ventures, LLC | 0.41% | No change | 6,548 | $884K |
| BCS Wealth Management | 0.19% | Reduce -4.0% | 6,546 | $884K |
| Chesley Taft & Associates LLC | 0.04% | Add +0.5% | 6,499 | $878K |
| Sound Stewardship, LLC | 0.45% | Reduce -4.9% | 6,492 | $877K |
| Dana Investment Advisors, Inc. | 0.03% | No change | 6,491 | $877K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.20% | Add +0.3% | 6,420 | $867K |
| First Trust Advisors LP | 0.00% | Add +19.1% | 6,408 | $865K |
| Charter Oak Capital Management, LLC | 0.07% | Reduce -0.4% | 6,379 | $861K |
| Outlook Wealth Advisors, LLC | 0.22% | Reduce -0.3% | 6,365 | $860K |
| Guerra Advisors Inc | 0.40% | New | 6,336 | $856K |
| Capital Planning Advisors, LLC | 0.13% | No change | 6,327 | $854K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.29% | No change | 6,293 | $850K |
| Truefg, LLC | 0.25% | Add +0.9% | 6,209 | $838K |
| Centricity Wealth Management, LLC | 0.67% | No change | 6,202 | $838K |
| Watershed Private Wealth LLC | 0.30% | Reduce -11.6% | 6,193 | $836K |
| Brandywine Oak Private Wealth LLC | 0.08% | Add +2.4% | 6,182 | $835K |
| QRG Capital Management, Inc. | 0.01% | Add +82.5% | 6,176 | $834K |
| Johnson Financial Group, Inc. | 0.04% | Reduce -10.7% | 6,153 | $831K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 6,149 | $830K |
| Balentine LLC | 0.03% | Reduce -2.0% | 6,120 | $826K |
| Hancock Whitney Corp. | 0.02% | Add +89.2% | 6,099 | $824K |
| Nabity-Jensen Investment Management Inc | 0.61% | No change | 6,092 | $823K |
| Independent Advisor Alliance | 0.02% | Add +13.2% | 6,081 | $821K |
| Harbor Investment Advisory, LLC | 0.07% | Add +1.6% | 6,045 | $816K |
| Ibex Wealth Advisors | 0.09% | Reduce -45.2% | 6,042 | $816K |
| Larson Financial Group LLC | 0.03% | Add +18.1% | 6,036 | $815K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.9% | 5,998 | $810K |
| Pacific Capital Wealth Advisors, Inc. | 0.15% | Reduce -18.9% | 5,962 | $810K |
| WealthPlan Investment Management, LLC | 0.06% | Add +33.5% | 5,984 | $808K |
| IFG Advisors, LLC | 0.14% | Reduce -11.6% | 5,956 | $804K |
| NorthRock Partners, LLC | 0.02% | Add +7.7% | 5,954 | $804K |
| XML Financial, LLC | 0.07% | No change | 5,927 | $800K |
| W Advisors, LLC | 0.46% | Reduce -25.0% | 5,909 | $798K |
| Davis R M Inc. | 0.01% | No change | 5,902 | $797K |
| True North Advisors, LLC | 0.15% | Add +0.0% | 5,846 | $789K |
| Keener Financial Planning LLC | 0.39% | Add +317.2% | 5,836 | $788K |
| Smith Anglin Financial, LLC | 0.07% | Add +117.3% | 5,829 | $787K |
| Spire Wealth Management | 0.03% | Reduce -75.6% | 5,811 | $785K |
| Gemmer Asset Management LLC | 0.07% | Add +0.3% | 5,803 | $784K |
| Beckerman Institutional, LLC | 0.52% | No change | 5,798 | $783K |
| Pinnacle Wealth Management Group, Inc. | 0.45% | Add +1.9% | 5,798 | $783K |
| McClarren Financial Advisors, Inc. | 0.51% | Add +0.3% | 5,795 | $783K |
| German American Bancorp, Inc. | 0.08% | No change | 5,780 | $781K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 5,757 | $777K |
| First Manhattan Co. Llc. | 0.00% | Add +1.0% | 5,751 | $777K |
| Arista Wealth Management, LLC | 0.11% | New | 5,744 | $776K |
| Cypress Capital Group | 0.10% | No change | 5,729 | $774K |
| VeraBank, N.A. | 0.15% | Reduce -37.9% | 5,721 | $773K |
| First Citizens Bank & Trust Co. | 0.01% | Add +44.5% | 5,696 | $769K |
| Client 1ST Advisory Group, LLC | 0.28% | No change | 5,680 | $767K |
| SOL Capital Management CO | 0.07% | Add +6.9% | 5,644 | $762K |
| Running Point Capital Advisors, LLC | 0.21% | No change | 5,635 | $761K |
| Inman Jager Wealth Management, LLC | 0.51% | Reduce -1.8% | 5,624 | $759K |
| Procyon Advisors, LLC | 0.07% | Reduce -2.5% | 5,609 | $757K |
| CGN Advisors LLC | 0.07% | Add +0.7% | 5,605 | $757K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +56.1% | 5,604 | $757K |
| JFS Wealth Advisors, LLC | 0.05% | Add +1.5% | 5,594 | $755K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -63.5% | 5,563 | $751K |
| Atlantic Union Bankshares Corp | 0.02% | Add +226.8% | 5,555 | $750K |
| Deutsche Bank AG | 0.00% | No change | 5,500 | $743K |
| Strategies Wealth Advisors, LLC | 0.08% | Add +27.1% | 5,493 | $742K |
| Precision Wealth Strategies, LLC | 0.24% | New | 5,471 | $739K |
| 1834 Investment Advisors Co. | 0.09% | Add +5.3% | 5,467 | $738K |
| Legacy Solutions, LLC | 0.70% | Reduce -4.4% | 5,395 | $728K |
| ZEGA Investments, LLC | 0.18% | Reduce -6.1% | 5,360 | $724K |
| Pettinga Financial Advisors LLC | 0.16% | Reduce -81.5% | 5,335 | $720K |
| Capital Advisors Inc. | 0.01% | Add +0.1% | 5,310 | $717K |
| Whittier Trust Co. | 0.01% | Add +79.7% | 5,295 | $715K |
| Brookwood Investment Group LLC | 0.12% | Reduce -4.6% | 5,283 | $713K |
| Madden Advisory Services, Inc. | 0.30% | Reduce -0.1% | 5,256 | $710K |
| Northeast Investment Management | 0.03% | No change | 5,217 | $705K |
| Tompkins Financial Corp. | 0.06% | No change | 5,180 | $700K |
| Tarbox Family Office, Inc. | 0.10% | Reduce -22.9% | 5,167 | $698K |
| 5T Wealth, LLC | 0.35% | Reduce -8.9% | 5,125 | $692K |
| Quarry Hill Advisors, LLC | 0.40% | New | 5,101 | $689K |
| Raffa Wealth Management, LLC | 0.14% | No change | 5,092 | $688K |
| Thrive Wealth Management, LLC | 0.11% | Add +9.0% | 5,091 | $687K |
| Commerce Bank | 0.00% | Add +19.4% | 5,072 | $685K |
| Kavar Capital Partners Group, LLC | 0.10% | New | 5,054 | $682K |
| First American Trust, FSB | 0.05% | Add +8.8% | 5,030 | $679K |
| Soundwatch Capital LLC | 0.12% | Add +1.5% | 5,074 | $678K |
| Sharkey, Howes & Javer | 0.09% | Add +101.9% | 5,014 | $677K |
| Salomon & Ludwin, LLC | 0.07% | Reduce -22.2% | 4,971 | $675K |
| Wilkins Miller Wealth Management, LLC | 0.46% | Add +4.4% | 4,991 | $674K |
| Good Life Advisors, LLC | 0.04% | Reduce -6.4% | 4,982 | $673K |
| Chapin Davis, Inc. | 0.19% | Add +0.1% | 4,978 | $672K |
| Arlington Trust Co LLC | 0.13% | No change | 4,975 | $672K |
| Principle Wealth Partners LLC | 0.04% | Add +112.7% | 4,956 | $669K |
| Vicus Capital | 0.06% | Reduce -0.3% | 4,951 | $669K |
| Keb Asset Management, LLC | 0.17% | New | 4,949 | $668K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -6.9% | 4,950 | $668K |
| Falcon Wealth Planning | 0.07% | Add +1.0% | 4,942 | $667K |
| Clear Point Advisors Inc. | 0.56% | Reduce -1.8% | 4,939 | $667K |
| Florida Trust Wealth Management Co | 0.02% | No change | 4,932 | $666K |
| Regal Investment Advisors LLC | 0.05% | Reduce -2.0% | 4,931 | $666K |
| Cullen Investment Group, LTD. | 0.09% | Reduce -3.1% | 4,913 | $663K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -3.0% | 4,912 | $663K |
| WealthBridge Capital Management, LLC | 0.17% | Add +32.4% | 4,912 | $663K |
| Sharp Wealth Advisory, LLC | 0.43% | New | 4,900 | $662K |
| Paragon Advisors, LLC | 0.17% | Add +57.7% | 4,889 | $660K |
| Traphagen Investment Advisors LLC | 0.06% | Add +3.5% | 4,857 | $656K |
| Cadent Capital Advisors, LLC | 0.21% | No change | 4,839 | $653K |
| FSM Wealth Advisors, LLC | 0.11% | Add +0.8% | 4,800 | $652K |
| Geometric Wealth Advisors | 0.10% | Add +18.1% | 4,817 | $650K |
| Wetzel Investment Advisors, Inc. | 0.30% | Reduce -6.8% | 4,777 | $645K |
| Mosaic Advisors LLC | 0.95% | New | 4,772 | $644K |
| ForthRight Wealth Management, LLC | 0.20% | Add +0.0% | 4,743 | $640K |
| HHM Wealth Advisors, LLC | 0.08% | Add +1094.7% | 4,731 | $639K |
| SouthState Bank Corp | 0.03% | Reduce -61.8% | 4,730 | $639K |
| Next Level Private LLC | 0.21% | Add +0.3% | 4,724 | $638K |
| Verdence Capital Advisors LLC | 0.04% | Add +0.3% | 4,722 | $638K |
| MSH Capital Advisors LLC | 0.18% | Reduce -2.3% | 4,703 | $635K |
| North Ridge Wealth Advisors, Inc. | 0.39% | No change | 4,698 | $634K |
| Ofc Financial Planning, LLC | 0.67% | Add +2.4% | 4,683 | $632K |
| Hilltop Partners LLC | 0.19% | Reduce -2.4% | 4,620 | $624K |
| Awm Capital, LLC | 0.07% | Add +0.1% | 4,617 | $624K |
| Financial Alternatives, Inc | 0.41% | No change | 4,610 | $623K |
| CFO4Life Group, LLC | 0.10% | Reduce -5.2% | 4,600 | $621K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Reduce -5.0% | 4,597 | $621K |
| Wesbanco Bank Inc. | 0.02% | Add +74.2% | 4,579 | $618K |
| Financial Strategies Group, Inc. | 0.13% | Reduce -0.9% | 4,521 | $617K |
| Discipline Wealth Solutions, LLC | 0.23% | New | 4,532 | $612K |
| Panoramic Investment Advisors, LLC | 0.38% | Reduce -2.6% | 4,528 | $611K |
| Bristlecone Advisors, LLC | 0.05% | No change | 4,515 | $610K |
| Resurgent Financial Advisors LLC | 0.33% | Reduce -0.0% | 4,489 | $606K |
| Parr McKnight Wealth Management Group, LLC | 0.08% | Reduce -24.8% | 4,468 | $603K |
| American National Bank & Trust | 0.06% | Reduce -3.1% | 4,466 | $603K |
| Cadence Wealth Management LLC | 0.40% | Add +14.9% | 4,456 | $602K |
| Waldron Private Wealth LLC | 0.03% | Reduce -0.9% | 4,449 | $601K |
| Elevation Wealth Partners, LLC | 0.24% | Add +0.2% | 4,447 | $601K |
| Belpointe Asset Management LLC | 0.03% | Reduce -25.1% | 4,441 | $600K |
| Schiavi & Co LLC | 0.20% | No change | 4,430 | $598K |
| ARS Wealth Advisors Group, LLC | 0.07% | Reduce -0.9% | 4,424 | $597K |
| UNIVEST FINANCIAL Corp | 0.04% | No change | 4,411 | $596K |
| Zullo Investment Group, Inc. | 0.24% | Reduce -0.4% | 4,386 | $592K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -4.4% | 4,380 | $591K |
| Bell Bank | 0.03% | New | 4,370 | $590K |
| Brass Tax Wealth Management, Inc. | 0.11% | Add +3.8% | 4,359 | $589K |
| Strait & Sound Wealth Management LLC | 0.25% | New | 4,359 | $589K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +2.9% | 4,344 | $587K |
| American Trust | 0.06% | New | 4,340 | $586K |
| Forte Capital LLC | 0.06% | Reduce -33.9% | 4,320 | $583K |
| C M Bidwell & Associates Ltd. | 0.30% | No change | 4,318 | $583K |
| IMA Advisory Services, Inc. | 0.06% | No change | 4,317 | $583K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -81.1% | 4,294 | $580K |
| Wealth Alliance Advisory Group, LLC | 0.11% | No change | 4,293 | $580K |
| VERITY Wealth Advisors | 0.39% | No change | 4,282 | $578K |
| First Horizon Advisors, Inc. | 0.01% | Add +4.0% | 4,243 | $573K |
| Williams Jones Wealth Management, LLC. | 0.01% | New | 4,237 | $572K |
| Carl P. Sherr & Co., LLC | 0.29% | No change | 4,236 | $572K |
| Sapient Capital LLC | 0.01% | No change | 4,235 | $572K |
| Calamos Wealth Management LLC | 0.02% | No change | 4,212 | $569K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +10.3% | 4,211 | $569K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +22.6% | 4,207 | $568K |
| West Bancorporation Inc. | 0.36% | Reduce -5.1% | 4,178 | $564K |
| Stone Summit Wealth LLC | 0.17% | Reduce -4.1% | 4,171 | $563K |
| Eaton-Cambridge Inc. | 0.21% | No change | 4,168 | $563K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +0.2% | 4,157 | $561K |
| Rossmore Private Capital | 0.07% | No change | 4,150 | $560K |
| Asset Allocation & Management Company, LLC | 0.26% | No change | 4,143 | $559K |
| GEN Financial Management, INC. | 0.46% | No change | 4,137 | $559K |
| Stonebridge Financial Group, LLC | 0.05% | Reduce -4.9% | 4,122 | $557K |
| Bison Wealth, LLC | 0.04% | Reduce -20.2% | 4,080 | $557K |
| Russell Investments Group, Ltd. | 0.00% | Add +752.5% | 4,109 | $555K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,103 | $554K |
| Hibernia Wealth Partners, LLC | 0.20% | Add +83.7% | 4,069 | $550K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.12% | Reduce -1.8% | 4,070 | $550K |
| Milestone Asset Management Group, LLC | 0.40% | Add +84.3% | 4,044 | $546K |
| Advyzon Investment Management, LLC | 0.12% | New | 4,025 | $543K |
| Opes Wealth Management LLC | 0.10% | Reduce -13.0% | 4,024 | $543K |
| CX Institutional | 0.02% | Add +0.0% | 4,020 | $543K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.8% | 4,017 | $542K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.37% | Reduce -1.8% | 3,886 | $540K |
| Eq LLC | 0.21% | Reduce -0.7% | 3,999 | $540K |
| Cordant, Inc. | 0.26% | Add +4.4% | 3,980 | $537K |
| Pioneer Wealth Management Group | 0.20% | New | 3,975 | $537K |
| William Howard & Co Financial Advisors Inc | 0.47% | Add +34.4% | 3,957 | $534K |
| GAMMA Investing LLC | 0.03% | Reduce -0.0% | 3,954 | $534K |
| Pinnacle Associates Ltd. | 0.01% | Add +8.8% | 3,952 | $534K |
| Canandaigua National Trust Co of Florida | 0.38% | New | 3,919 | $529K |
| Fort Point Capital Partners LLC | 0.05% | No change | 3,917 | $529K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 3,900 | $527K |
| River Street Advisors LLC | 0.23% | Add +11.9% | 3,899 | $527K |
| HUB Investment Partners, LLC | 0.02% | Reduce -11.9% | 3,893 | $526K |
| Mission Creek Capital Partners, Inc. | 0.12% | No change | 3,881 | $524K |
| Genesis Wealth Advisors, LLC | 0.39% | Reduce -24.2% | 3,871 | $523K |
| Tradewinds Capital Management, LLC | 0.13% | No change | 3,847 | $519K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +0.6% | 3,801 | $513K |
| Integras Partners LLC | 0.55% | Reduce -1.2% | 3,782 | $511K |
| SPC Financial, Inc. | 0.04% | New | 3,773 | $510K |
| Evanson Asset Management, LLC | 0.03% | No change | 3,771 | $509K |
| Harbor Group, Inc. | 0.09% | Reduce -4.8% | 3,752 | $507K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -6.7% | 3,744 | $506K |
| Trinity Financial Advisors LLC | 0.15% | Add +0.2% | 3,744 | $506K |
| Old National Bancorp | 0.01% | Add +60.7% | 3,728 | $503K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -3.1% | 3,725 | $503K |
| Roundview Capital LLC | 0.03% | No change | 3,722 | $503K |
| Comprehensive Financial Planning, Inc. | 0.39% | Add +0.3% | 3,713 | $501K |
| NTV Asset Management LLC | 0.06% | Reduce -5.1% | 3,698 | $499K |
| Norden Group LLC | 0.05% | Add +2.9% | 3,698 | $499K |
| McNaughton Wealth Management, LLC | 0.22% | Reduce -3.6% | 3,696 | $499K |
| Culbertson A N & Co. Inc. | 0.08% | No change | 3,695 | $499K |
| W.H. Cornerstone Investments Inc. | 0.31% | Reduce -1.6% | 3,665 | $495K |
| CoreCap Advisors, LLC | 0.02% | Add +6.0% | 3,652 | $493K |
| Lodestar Private Asset Management LLC | 0.06% | Reduce -8.5% | 3,628 | $490K |
| Financial Gravity Companies, Inc. | 0.10% | — | 3,588 | $485K |
| OLIO Financial Planning | 0.15% | No change | 3,588 | $484K |
| Benjamin Edwards Inc. | 0.01% | Add +53.1% | 3,586 | $484K |
| Power Wealth Management LLC | 0.19% | Add +12.6% | 3,586 | $484K |
| Laurel Wealth Advisors LLC | 0.07% | Add +231.5% | 3,580 | $483K |
| Moment Partners, LLC | 0.09% | Reduce -26.9% | 3,579 | $483K |
| Poinciana Advisors Group, LLC | 0.43% | Add +19.1% | 3,549 | $479K |
| J. W. Coons Advisors, LLC | 0.11% | Add +0.1% | 3,541 | $478K |
| Trademark Financial Management, LLC | 0.29% | Reduce -23.8% | 3,529 | $477K |
| Vista Capital Partners, Inc. | 0.05% | No change | 3,529 | $477K |
| Colonial Trust Co / SC | 0.07% | Add +40.5% | 3,526 | $476K |
| Financial Freedom, LLC | 0.26% | Reduce -36.3% | 3,522 | $476K |
| Reston Wealth Management LLC | 0.17% | Reduce -7.8% | 3,514 | $474K |
| KKM Financial LLC | 0.16% | No change | 3,510 | $474K |
| Private Capital Advisors, Inc. | 0.06% | No change | 3,505 | $473K |
| Raleigh Capital Management Inc. | 0.20% | Add +175000.0% | 3,502 | $473K |
| YANKCOM Partnership | 0.23% | No change | 3,500 | $473K |
| Rik Saylor Financial, Inc. | 0.36% | Add +0.2% | 3,468 | $468K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.2% | 3,450 | $466K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -1.8% | 3,438 | $464K |
| Disciplined Investments, LLC | 0.20% | Reduce -15.6% | 3,438 | $464K |
| Kickstand Ventures, Llc. | 0.11% | Reduce -9.9% | 3,438 | $464K |
| Ruggaard & Associates LLC | 0.19% | Reduce -22.8% | 3,410 | $460K |
| Main Street Research LLC | 0.03% | New | 3,405 | $460K |
| MKD Wealth Coaches, LLC | 0.48% | Reduce -0.2% | 3,394 | $458K |
| Perennial Investment Advisors, LLC | 0.04% | Add +75.4% | 3,384 | $457K |
| Warren Street Wealth Advisors, LLC | 0.15% | No change | 3,384 | $457K |
| AF Advisors, Inc. | 0.16% | No change | 3,379 | $456K |
| Wellspring Financial Advisors, LLC | 0.04% | Reduce -2.8% | 3,363 | $454K |
| Marietta Wealth Management, LLC | 0.06% | Add +1.0% | 3,336 | $450K |
| Cambridge Financial Group, LLC | 0.17% | Add +1.4% | 3,333 | $450K |
| Aureus Asset Management, LLC | 0.03% | No change | 3,323 | $449K |
| Crewe Advisors LLC | 0.06% | No change | 3,320 | $448K |
| Level Financial Advisors | 0.14% | Add +0.0% | 3,311 | $447K |
| RW Investment Management LLC | 0.05% | New | 3,306 | $446K |
| Total Wealth Planning, LLC | 0.06% | New | 3,296 | $445K |
| Verus Capital Partners, LLC | 0.04% | No change | 3,287 | $444K |
| Valtinson Bruner Financial Planning LLC | 0.14% | Reduce -4.0% | 3,268 | $441K |
| Norris Perne & French LLP | 0.03% | No change | 3,265 | $441K |
| McGuire Investment Group, LLC | 0.06% | Add +22.4% | 3,262 | $441K |
| Gateway Wealth Partners, LLC | 0.08% | Add +8.6% | 3,245 | $438K |
| Atria Investments, Inc | 0.01% | New | 3,230 | $436K |
| Commons Capital, LLC | 0.33% | No change | 3,227 | $436K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 3,209 | $433K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -8.4% | 3,208 | $433K |
| Wealth Alliance, LLC | 0.05% | Reduce -11.2% | 3,194 | $431K |
| Retirement Capital Strategies | 0.17% | Reduce -92.2% | 3,184 | $430K |
| Inscription Capital, LLC | 0.06% | New | 3,169 | $428K |
| Encompass Wealth Advisors, LLC | 0.16% | Reduce -14.6% | 3,156 | $426K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.1% | 3,144 | $425K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.08% | Reduce -3.9% | 3,134 | $423K |
| West Branch Capital LLC | 0.13% | Reduce -1.3% | 3,130 | $423K |
| Avion Wealth | 0.10% | No change | 3,107 | $419K |
| Childress Capital Advisors, LLC | 0.11% | Add +3.3% | 3,100 | $419K |
| Wealthcare Capital Partners, LLC | 0.21% | Add +23.2% | 3,083 | $416K |
| Radnor Capital Management, LLC | 0.07% | No change | 3,082 | $416K |
| Successful Portfolios LLC | 0.26% | New | 3,080 | $416K |
| Wealth Management Strategies, Inc. | 0.22% | Add +0.3% | 3,074 | $415K |
| Rothschild Wealth LLC | 0.10% | Reduce -6.6% | 3,064 | $414K |
| Live Oak Private Wealth LLC | 0.06% | No change | 3,055 | $413K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +49.0% | 3,046 | $411K |
| Pursue Wealth Partners LLC | 0.23% | No change | 3,045 | $411K |
| Capstone Wealth Management, LLC | 0.36% | Reduce -57.4% | 3,039 | $410K |
| Forum Financial Management, LP | 0.01% | Reduce -0.3% | 3,036 | $410K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +0.6% | 3,034 | $410K |
| Victory Financial Group, LLC | 0.06% | Reduce -2.3% | 3,028 | $409K |
| L. Roy Papp & Associates, LLP | 0.05% | Add +6.2% | 2,998 | $405K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +15.0% | 2,995 | $404K |
| Kanawha Capital Management LLC | 0.03% | No change | 2,993 | $404K |
| Farnam Financial LLC | 0.36% | Reduce -16.2% | 2,990 | $404K |
| AMG National Trust Bank | 0.01% | No change | 2,989 | $404K |
| Haverford Trust Co | 0.00% | Add +13.1% | 2,987 | $403K |
| Advisor OS, LLC | 0.04% | Reduce -2.5% | 2,983 | $403K |
| Denver Wealth Management, Inc. | 0.17% | Add +0.3% | 2,982 | $403K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,980 | $402K |
| Carbahal Olsen Financial Services Group, LLC | 0.34% | Add +64.8% | 2,948 | $398K |
| Smith Salley Wealth Management | 0.02% | No change | 2,933 | $396K |
| Mengis Capital Management, Inc. | 0.08% | Reduce -8.7% | 2,926 | $395K |
| High Falls Advisors, Inc | 0.09% | Add +68.1% | 2,908 | $393K |
| Carter Financial Group, INC. | 0.26% | — | 2,902 | $392K |
| Diversified Trust Co. | 0.01% | Add +4.0% | 2,883 | $389K |
| Trust Co. of Toledo NA | 0.04% | Add +5.7% | 2,881 | $389K |
| Zacks Investment Management | 0.00% | Add +2.2% | 2,880 | $389K |
| First Commonwealth Financial Corp | 0.08% | No change | 2,878 | $389K |
| Seldon Capital LP | 0.17% | No change | 2,876 | $388K |
| Darden Wealth Group Inc | 0.23% | No change | 2,859 | $386K |
| Five Oceans Advisors | 0.16% | Reduce -28.2% | 2,851 | $385K |
| Carnegie Investment Counsel | 0.01% | Add +42.5% | 2,851 | $385K |
| Planning Alternatives Ltd. | 0.05% | Add +1.8% | 2,847 | $384K |
| Kathleen S. Wright Associates Inc. | 0.15% | No change | 2,840 | $384K |
| Edgestream Partners, L.P. | 0.01% | New | 2,832 | $382K |
| Sunpointe, LLC | 0.15% | Add +0.3% | 2,827 | $382K |
| Centurion Wealth Management LLC | 0.11% | Add +3.4% | 2,825 | $382K |
| Great Waters Wealth Management | 0.05% | Reduce -3.0% | 2,812 | $380K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 2,808 | $379K |
| Alaethes Wealth, LLC | 0.11% | No change | 2,805 | $379K |
| Shira Ridge Wealth Management | 0.17% | No change | 2,785 | $376K |
| Sincerus Advisory, LLC | 0.35% | Add +0.1% | 2,694 | $375K |
| Appleton Partners Inc. | 0.03% | Reduce -4.2% | 2,771 | $374K |
| Regions Financial Corp. | 0.00% | Reduce -21.5% | 2,765 | $373K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 2,761 | $373K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 2,758 | $372K |
| Everstar Asset Management, LLC | 0.23% | Reduce -8.6% | 2,736 | $369K |
| Cadinha & Co. LLC | 0.06% | No change | 2,731 | $369K |
| Greatmark Investment Partners, Inc. | 0.05% | Add +0.3% | 2,720 | $367K |
| PFW Advisors LLC | 0.11% | No change | 2,699 | $364K |
| DecisionMap Wealth Management, LLC | 0.25% | Add +0.0% | 2,698 | $364K |
| AlphaCore Capital LLC | 0.01% | Add +0.1% | 2,686 | $363K |
| RCS Financial Planning, LLC | 0.18% | Add +6.2% | 2,673 | $361K |
| Proffitt & Goodson Inc. | 0.05% | Reduce -0.8% | 2,660 | $359K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +64.8% | 2,656 | $359K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +12.7% | 2,651 | $358K |
| Compton Financial Group, LLC | 0.09% | No change | 2,645 | $357K |
| Barnes Pettey Financial Advisors, LLC | 0.24% | No change | 2,639 | $356K |
| WorthPointe, LLC | 0.15% | New | 2,629 | $355K |
| Long Run Wealth Advisors, LLC | 0.07% | Reduce -1.4% | 2,616 | $353K |
| Old Mission Investment Co LLC | 0.10% | Add +1.6% | 2,612 | $353K |
| Hardin Capital Partners, LLC | 0.21% | Reduce -1.1% | 2,610 | $352K |
| Efficient Advisors, LLC | 0.02% | Reduce -5.0% | 2,605 | $352K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -3.7% | 2,602 | $351K |
| InTrack Investment Management Inc | 0.24% | No change | 2,600 | $351K |
| Ritter Daniher Financial Advisory LLC / DE | 0.09% | Add +0.3% | 2,589 | $350K |
| HT Partners LLC | 0.11% | No change | 2,586 | $349K |
| Team Hewins, LLC | 0.13% | No change | 2,580 | $348K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +0.1% | 2,569 | $347K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -4.2% | 2,565 | $346K |
| Optimum Investment Advisors | 0.15% | Add +1.7% | 2,549 | $344K |
| BSW Wealth Partners | 0.05% | Reduce -19.5% | 2,509 | $339K |
| Barrett & Company, Inc. | 0.13% | Add +0.1% | 2,508 | $339K |
| CRA Financial Services, LLC | 0.05% | Reduce -1.0% | 2,504 | $338K |
| Principia Wealth Advisory, LLC | 0.29% | Reduce -4.1% | 2,502 | $338K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -6.2% | 2,500 | $338K |
| Penn Davis McFarland Inc. | 0.04% | No change | 2,500 | $338K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 2,500 | $338K |
| Atticus Wealth Management, LLC | 0.09% | Add +0.2% | 2,494 | $337K |
| Ascent Wealth Partners, LLC | 0.04% | No change | 2,493 | $337K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +0.0% | 2,492 | $337K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 2,489 | $336K |
| Frisch Financial Group, Inc. | 0.08% | No change | 2,480 | $335K |
| Traveka Wealth, LLC | 0.18% | Add +0.2% | 2,480 | $335K |
| Continuum Advisory, LLC | 0.04% | Reduce -27.4% | 2,476 | $334K |
| 49 Wealth Management, LLC | 0.04% | Add +0.1% | 2,451 | $331K |
| Shepherd Financial Partners LLC | 0.04% | No change | 2,450 | $331K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.3% | 2,381 | $329K |
| Legacy Edge Advisors, LLC | 0.04% | New | 2,415 | $326K |
| International Assets Investment Management, LLC | 0.03% | Add +0.3% | 2,410 | $325K |
| ARS Investment Partners, LLC | 0.02% | Reduce -15.1% | 2,409 | $325K |
| Gutierrez Wealth Advisory, LLC | 0.22% | Reduce -0.3% | 2,404 | $325K |
| Old Second National Bank of Aurora | 0.07% | Reduce -3.6% | 2,402 | $324K |
| Smithbridge Asset Management Inc. | 0.06% | No change | 2,400 | $324K |
| First Fiduciary Investment Counsel, Inc. | 0.06% | New | 2,391 | $323K |
| Coyle Financial Counsel LLC | 0.09% | Add +9.9% | 2,390 | $323K |
| Bailard, Inc. | 0.01% | No change | 2,390 | $323K |
| National Wealth Management Group, LLC | 0.18% | New | 2,390 | $323K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,376 | $321K |
| Garde Capital, Inc. | 0.02% | Add +0.1% | 2,365 | $319K |
| Richards, Merrill & Peterson, Inc. | 0.15% | No change | 2,350 | $317K |
| Mitchell Sinkler & Starr | 0.15% | No change | 2,345 | $317K |
| Sensible Money, LLC | 0.12% | No change | 2,342 | $316K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +0.4% | 2,329 | $315K |
| DAVENPORT & Co LLC | 0.00% | Reduce -9.5% | 2,325 | $314K |
| Cranbrook Wealth Management, LLC | 0.07% | Add +1.2% | 2,325 | $314K |
| Tidemark, LLC | 0.10% | No change | 2,300 | $311K |
| Semmax Financial Advisors Inc. | 0.08% | Add +1.6% | 2,227 | $310K |
| My Legacy Advisors, LLC | 0.11% | Reduce -8.1% | 2,256 | $309K |
| Crew Capital Management, Ltd | 0.22% | No change | 2,278 | $308K |
| Evernest Financial Advisors, LLC | 0.10% | No change | 2,267 | $306K |
| Coastal Bridge Advisors, LLC | 0.03% | No change | 2,266 | $306K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 2,258 | $305K |
| SwitchPoint Financial Planning, LLC | 0.25% | New | 2,250 | $304K |
| Monograph Wealth Advisors, LLC | 0.04% | New | 2,234 | $302K |
| MJP Associates Inc. | 0.04% | Add +1.6% | 2,225 | $300K |
| Sovran Advisors, LLC | 0.03% | Add +22.7% | 2,211 | $300K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 2,220 | $300K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -12.7% | 2,217 | $299K |
| Integris Wealth Management, LLC | 0.08% | Add +9.3% | 2,217 | $299K |
| Grove Street Fiduciary, LLC | 0.14% | No change | 2,206 | $298K |
| Rothschild Investment LLC | 0.02% | No change | 2,201 | $297K |
| Altfest L J & Co. Inc. | 0.04% | Add +0.3% | 2,201 | $297K |
| ORG Partners LLC | 0.06% | Add +11.4% | 2,195 | $297K |
| Axis Wealth Partners, LLC | 0.19% | Reduce -39.0% | 2,194 | $296K |
| Sowell Financial Services LLC | 0.01% | Reduce -70.9% | 2,190 | $296K |
| FineMark National Bank & Trust | 0.01% | Add +17.4% | 2,188 | $295K |
| Birchcreek Wealth Management, LLC | 0.17% | Add +14.4% | 2,184 | $295K |
| Lanark Financial, Inc. | 0.02% | No change | 2,178 | $294K |
| Turn8 Private Wealth Inc. | 0.21% | Add +0.6% | 2,170 | $293K |
| Colton Groome Financial Advisors, LLC | 0.10% | Reduce -0.9% | 2,169 | $293K |
| RKL Wealth Management LLC | 0.03% | Reduce -3.7% | 2,169 | $293K |
| Mattern Capital Management, LLC | 0.04% | No change | 2,168 | $293K |
| CWA Asset Management Group, LLC | 0.01% | New | 2,167 | $293K |
| PGIM Custom Harvest LLC | 0.01% | Add +9.0% | 2,158 | $291K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,155 | $291K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 2,153 | $291K |
| Occidental Asset Management, LLC | 0.04% | Reduce -0.7% | 2,136 | $288K |
| Financial Symmetry Inc | 0.15% | No change | 2,134 | $288K |
| ONE Advisory Partners, LLC | 0.10% | Add +25.1% | 2,076 | $288K |
| Garrison Point Advisors, LLC | 0.13% | Reduce -2.3% | 2,132 | $288K |
| Rialto Wealth Management, LLC | 0.08% | No change | 2,120 | $286K |
| Headinvest, LLC | 0.06% | No change | 2,119 | $286K |
| Sterling Wealth Management, Inc. | 0.10% | — | 2,113 | $285K |
| Quotient Wealth Partners, LLC | 0.01% | Add +4.3% | 2,109 | $285K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -2.5% | 2,107 | $285K |
| Magnus Financial Group LLC | 0.03% | Add +12.5% | 2,102 | $284K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -3.7% | 2,096 | $283K |
| Jacksonville Wealth Management, LLC | 0.23% | No change | 2,083 | $281K |
| Wealth Dimensions Group, Ltd. | 0.06% | Reduce -0.5% | 2,080 | $281K |
| SkyOak Wealth, LLC | 0.06% | Reduce -32.9% | 2,079 | $281K |
| Surience Private Wealth LLC | 0.26% | Reduce -0.4% | 2,068 | $279K |
| New Century Financial Group, LLC | 0.33% | New | 2,061 | $278K |
| Financial Management Network Inc. | 0.05% | Reduce -30.1% | 2,029 | $278K |
| Ledyard National Bank | 0.03% | No change | 2,052 | $277K |
| Passive Capital Management, LLC. | 0.09% | No change | 2,048 | $276K |
| Arcadia Wealth Management, Inc. | 0.19% | No change | 2,040 | $275K |
| Ignite Planners, LLC | 0.05% | New | 2,000 | $275K |
| Cozad Asset Management Inc. | 0.02% | Add +0.1% | 2,023 | $273K |
| FC Advisory LLC | 0.08% | Add +0.1% | 2,022 | $273K |
| Raab & Moskowitz Asset Management LLC | 0.06% | Reduce -2.5% | 2,016 | $272K |
| Tandem Capital Management Corp. | 0.14% | No change | 2,012 | $272K |
| Rockwood Wealth Management, LLC | 0.02% | Add +3.5% | 2,010 | $271K |
| Creative Financial Designs Inc. | 0.02% | Add +3.3% | 2,004 | $271K |
| Proficio Capital Partners LLC | 0.02% | No change | 2,000 | $270K |
| Rathbones Group PLC | 0.00% | No change | 2,000 | $270K |
| Hilltop Holdings Inc. | 0.02% | New | 1,987 | $268K |
| Ayrshire Capital Management LLC | 0.13% | Add +4.9% | 1,986 | $268K |
| Crumly & Associates Inc. | 0.06% | No change | 1,965 | $265K |
| Argyle Capital Partners, LLC | 0.22% | Add +0.1% | 1,963 | $265K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -1.2% | 1,961 | $265K |
| Scratch Capital LLC | 0.21% | Add +15.8% | 1,953 | $264K |
| Two West Capital Advisors LLC | 0.17% | Add +0.7% | 1,891 | $263K |
| Parsons Capital Management Inc. | 0.02% | Reduce -3.7% | 1,945 | $263K |
| Commonwealth Financial Services, LLC | 0.05% | Add +4.3% | 1,940 | $262K |
| WealthTrust Axiom LLC | 0.08% | No change | 1,937 | $262K |
| Colonial Trust Advisors | 0.02% | No change | 1,925 | $260K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -4.4% | 1,920 | $259K |
| Key Financial Inc | 0.05% | Add +7.1% | 1,913 | $258K |
| Root Financial Partners, LLC | 0.03% | Reduce -15.1% | 1,912 | $258K |
| Planning Directions Inc. | 0.15% | Reduce -34.2% | 1,911 | $258K |
| 4J Wealth Management LLC | 0.17% | Reduce -13.1% | 1,909 | $258K |
| Colonial River Investments, LLC | 0.11% | New | 1,877 | $257K |
| Investor's Fiduciary Advisor Network, LLC | 0.10% | New | 1,901 | $256K |
| Rovin Capital /Ut/ | 0.08% | No change | 1,898 | $256K |
| GoalVest Advisory LLC | 0.06% | Add +257.4% | 1,894 | $256K |
| Latitude Advisors, LLC | 0.13% | Reduce -18.9% | 1,893 | $256K |
| Wealthgarden F.S. LLC | 0.21% | New | 1,849 | $255K |
| LM Advisors LLC | 0.03% | No change | 1,888 | $255K |
| Worth Financial Advisory Group, LLC | 0.16% | Reduce -3.2% | 1,887 | $255K |
| Linscomb Wealth, Inc. | 0.01% | No change | 1,886 | $255K |
| Nottingham Advisors, Inc. | 0.04% | No change | 1,886 | $255K |
| Firethorn Wealth Partners, LLC | 0.11% | Add +14.1% | 1,886 | $255K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 1,877 | $254K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -48.0% | 1,876 | $253K |
| WFA of San Diego, LLC | 0.19% | — | 1,875 | $253K |
| DGS Capital Management, LLC | 0.05% | New | 1,866 | $252K |
| Allen Capital Group, LLC | 0.03% | Reduce -1.7% | 1,866 | $252K |
| Relyea Zuckerberg Hanson LLC | 0.03% | Add +0.1% | 1,856 | $251K |
| Lantz Financial LLC | 0.06% | Reduce -0.9% | 1,849 | $250K |
| Range Financial Group LLC | 0.10% | Add +0.5% | 1,844 | $249K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.08% | Reduce -7.6% | 1,831 | $247K |
| McDonough Capital Management, Inc | 0.14% | No change | 1,829 | $247K |
| Petros Family Wealth, LLC | 0.23% | Reduce -14.9% | 1,828 | $247K |
| Defined Wealth Management, LLC | 0.15% | No change | 1,817 | $245K |
| Davis Wealth Advisors, LLC | 0.26% | Add +0.3% | 1,815 | $245K |
| Signet Financial Management, LLC | 0.03% | Reduce -1.2% | 1,804 | $244K |
| Beacon Capital Management, LLC | 0.03% | Reduce -22.8% | 1,793 | $242K |
| Liberty Wealth Management LLC | 0.04% | Add +0.2% | 1,789 | $242K |
| Allred Capital Management, LLC | 0.09% | Add +4.1% | 1,787 | $241K |
| Financial Advocates Investment Management | 0.02% | Reduce -87.6% | 1,784 | $241K |
| Paragon Financial Partners, Inc. | 0.16% | No change | 1,783 | $241K |
| Trust Point Inc. | 0.02% | No change | 1,780 | $240K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 1,771 | $240K |
| Centennial Bank | 0.10% | No change | 1,773 | $239K |
| Heritage Investment Group, Inc. | 0.04% | No change | 1,773 | $239K |
| Jackson, Grant Investment Advisers, Inc. | 0.09% | Add +0.1% | 1,771 | $239K |
| Patten & Patten Inc. | 0.02% | No change | 1,769 | $239K |
| Prudent Investors Network, Inc. | 0.06% | No change | 1,768 | $239K |
| G&S Capital LLC | 0.09% | No change | 1,763 | $238K |
| Wealth Management Partners, LLC | 0.08% | No change | 1,752 | $238K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 1,761 | $238K |
| Scotia Capital Inc. | 0.00% | New | 1,757 | $237K |
| Mayfair Advisory Group, LLC | 0.11% | Reduce -19.0% | 1,705 | $237K |
| Pinnacle Financial Group, LLC / IL | 0.08% | Reduce -3.5% | 1,749 | $236K |
| Nvwm, LLC | 0.06% | No change | 1,735 | $234K |
| BostonPremier Wealth LLC | 0.13% | Add +0.3% | 1,728 | $233K |
| Glassman Wealth Services | 0.04% | Reduce -22.6% | 1,725 | $233K |
| Accel Wealth Management | 0.08% | Add +3.5% | 1,711 | $231K |
| Gradient Investments LLC | 0.00% | Add +2.5% | 1,710 | $231K |
| Northstar Group, Inc. | 0.04% | New | 1,705 | $230K |
| Charles Schwab Trust Co | 0.02% | New | 1,704 | $230K |
| Northern Capital Management, Inc. | 0.13% | No change | 1,696 | $229K |
| Leavell Investment Management, Inc. | 0.01% | No change | 1,695 | $229K |
| Sound Income Strategies, LLC | 0.01% | Reduce -30.9% | 1,680 | $227K |
| Seven Springs Wealth Group, LLC | 0.06% | No change | 1,665 | $225K |
| Retirement Solution LLC | 0.06% | Add +0.2% | 1,659 | $224K |
| ETF Store, Inc. | 0.26% | Add +0.3% | 1,659 | $224K |
| Sittner & Nelson, LLC | 0.09% | No change | 1,645 | $222K |
| LRI Investments, LLC | 0.02% | Add +30.9% | 1,636 | $221K |
| GatePass Capital, LLC | 0.15% | Reduce -19.2% | 1,633 | $221K |
| Clarity Capital Advisors, LLC | 0.13% | New | 1,626 | $220K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 1,625 | $219K |
| Boyum Wealth Architects LLC | 0.16% | New | 1,623 | $219K |
| Veracity Capital LLC | 0.08% | New | 1,615 | $218K |
| Wrenne Financial Planning LLC | 0.10% | New | 1,614 | $218K |
| Plan A Wealth LLC | 0.12% | New | 1,612 | $218K |
| Arthur M. Cohen & Associates, LLC | 0.04% | New | 1,600 | $216K |
| Frederick Financial Consultants, LLC | 0.13% | Reduce -3.7% | 1,594 | $215K |
| KFG Wealth Management, LLC | 0.03% | New | 1,593 | $215K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -2.0% | 1,582 | $214K |
| Alpha Financial Advisors, LLC | 0.08% | New | 1,577 | $213K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 1,577 | $213K |
| Traynor Capital Management, Inc. | 0.01% | New | 1,560 | $211K |
| Fisher Asset Management | 0.00% | Reduce -45.5% | 1,552 | $210K |
| Lincoln Capital LLC | 0.04% | New | 1,544 | $209K |
| Measured Wealth Private Client Group, LLC | 0.06% | New | 1,529 | $206K |
| Richwood Investment Advisors, LLC | 0.17% | New | 1,526 | $206K |
| Pallas Capital Advisors LLC | 0.01% | New | 1,520 | $205K |
| Southern Capital Advisors, LLC | 0.10% | New | 1,516 | $205K |
| Juncture Wealth Strategies, LLC | 0.07% | New | 1,512 | $204K |
| Horizon Investment Services, LLC | 0.09% | New | 1,503 | $203K |
| Sterling Investment Advisors LLC | 0.11% | New | 1,421 | $203K |
| Waterfront Wealth Inc. | 0.05% | New | 1,499 | $202K |
| Global Financial Private Client, LLC | 0.08% | No change | 1,494 | $202K |
| Transatlantique Private Wealth LLC | 0.07% | New | 1,489 | $201K |
| Grant Private Wealth Management Inc | 0.11% | New | 1,486 | $201K |
| Marco Investment Management LLC | 0.02% | New | 1,486 | $201K |
| Bellwether Advisors, LLC | 0.03% | Reduce -1.1% | 1,444 | $195K |
| Kilter Group LLC | 0.10% | New | 1,434 | $194K |
| Red Lighthouse Investment Management, LLC | 0.07% | No change | 1,389 | $188K |
| Quest 10 Wealth Builders, Inc. | 0.18% | Reduce -3.7% | 1,386 | $187K |
| Independence Bank of Kentucky | 0.03% | No change | 1,331 | $180K |
| Adirondack Trust Co. | 0.06% | No change | 1,312 | $177K |
| Millstone Evans Group, LLC | 0.12% | No change | 1,305 | $176K |
| Redwood Park Advisors LLC | 0.14% | Add +0.2% | 1,304 | $176K |
| FSA Wealth Management LLC | 0.07% | No change | 1,288 | $174K |
| SYM FINANCIAL Corp | 0.02% | No change | 1,256 | $170K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +8.2% | 1,213 | $164K |
| West Financial Advisors, LLC | 0.03% | No change | 1,175 | $159K |
| Core Alternative Capital | 0.04% | No change | 1,120 | $151K |
| Anchor Investment Management, LLC | 0.01% | New | 1,112 | $150K |
| Financial Perspectives, Inc | 0.04% | Add +0.2% | 1,056 | $143K |
| Chesapeake Asset Management LLC | 0.13% | Reduce -68.5% | 1,054 | $142K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -29.6% | 1,054 | $142K |
| Perkins Coie Trust Co | 0.02% | No change | 1,020 | $138K |
| Register Financial Advisors LLC | 0.06% | Reduce -1.0% | 1,018 | $137K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,004 | $136K |
| 3Chopt Investment Partners, LLC | 0.03% | No change | 1,000 | $135K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 998 | $135K |
| Pacific Center for Financial Services | 0.04% | No change | 985 | $133K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | Reduce -9.0% | 982 | $133K |
| Smartleaf Asset Management LLC | 0.01% | Add +16.5% | 982 | $132K |
| Hantz Financial Services, Inc. | 0.00% | No change | 959 | $130K |
| Ameriflex Group, Inc. | 0.07% | Reduce -46.8% | 956 | $128K |
| Investment Counsel Co. of Nevada | 0.26% | New | 928 | $125K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +105.1% | 886 | $120K |
| Perritt Capital Management Inc | 0.06% | Reduce -32.2% | 866 | $117K |
| St Germain D J Co. Inc. | 0.01% | No change | 858 | $116K |
| Creekmur Asset Management LLC | 0.02% | No change | 857 | $116K |
| Center for Financial Planning, Inc. | 0.01% | No change | 840 | $113K |
| Frazier Financial Advisors, LLC | 0.08% | Add +0.2% | 831 | $112K |
| Opal Wealth Advisors, LLC | 0.03% | Add +0.1% | 816 | $110K |
| Compass Financial Services Inc | 0.05% | New | 808 | $109K |
| Rossby Financial, LCC | 0.04% | Add +64.7% | 794 | $107K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 753 | $106K |
| Parkside Financial Bank & Trust | 0.01% | New | 765 | $103K |
| LGT Financial Advisors LLC | 0.26% | Reduce -1.6% | 745 | $101K |
| Headlands Technologies LLC | 0.01% | New | 742 | $100K |
| First PREMIER Bank | 0.02% | No change | 736 | $99K |
| Your Advocates Ltd., LLP | 0.04% | Reduce -6.2% | 727 | $98K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +0.1% | 718 | $97K |
| Duncker Streett & Co. Inc. | 0.02% | Add +82.9% | 717 | $97K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +43.7% | 704 | $95K |
| Operose Advisors LLC | 0.03% | No change | 698 | $94K |
| Maseco LLP | 0.00% | — | 673 | $91K |
| Bay Harbor Wealth Management, LLC | 0.03% | Reduce -29.9% | 645 | $87K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 627 | $85K |
| Eastern Bank | 0.00% | Reduce -40.6% | 612 | $83K |
| Total Investment Management Inc. | 0.01% | New | 606 | $82K |
| TCTC Holdings, LLC | 0.00% | Add +167.1% | 601 | $81K |
| CNB Bank | 0.04% | No change | 600 | $81K |
| Strategic Wealth Investment Group, LLC | 0.12% | New | 595 | $80K |
| Rice Partnership, LLC | 0.01% | No change | 587 | $79K |
| Financial Network Wealth Advisors LLC | 0.09% | No change | 565 | $76K |
| Robbins Farley | 0.03% | Reduce -15.2% | 549 | $74K |
| Pacifica Partners Inc. | 0.03% | New | 551 | $74K |
| SOA Wealth Advisors, LLC. | 0.01% | New | 535 | $72K |
| Marshall & Sullivan Inc. | 0.03% | New | 520 | $70K |
| BNP Paribas Financial Markets | 0.00% | Add +504.6% | 520 | $70K |
| MPWM Advisory Solutions, LLC | 0.04% | Add +940.8% | 510 | $69K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -22.9% | 506 | $68K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 500 | $68K |
| Colony Family Offices, LLC | 0.02% | No change | 499 | $67K |
| LFA - Lugano Financial Advisors SA | 0.04% | New | 497 | $67K |
| Reyes Financial Architecture, Inc. | 0.06% | No change | 495 | $67K |
| NFSG Corp | 0.01% | Add +11.4% | 488 | $66K |
| Glenmede Investment Management, LP | 0.00% | — | 485 | $65K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.11% | Reduce -46.2% | 482 | $65K |
| SIMA Wealth Partners, LLC | 0.05% | No change | 473 | $64K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 473 | $64K |
| Orion Capital Management LLC | 0.02% | Add +0.2% | 471 | $64K |
| McIlrath & Eck, LLC | 0.01% | Reduce -13.7% | 466 | $63K |
| High Note Wealth, LLC | 0.01% | No change | 464 | $63K |
| Addison Advisors LLC | 0.02% | No change | 463 | $63K |
| Copia Wealth Management | 0.05% | No change | 450 | $61K |
| Retirement Wealth Solutions LLC | 0.04% | New | 450 | $61K |
| Fairman Group, LLC | 0.05% | Add +0.2% | 445 | $60K |
| United Community Bank | 0.02% | New | 443 | $60K |
| Breakwater Investment Management | 0.02% | No change | 442 | $60K |
| Hurley Capital, LLC | 0.04% | No change | 424 | $57K |
| Evergreen Private Wealth LLC | 0.02% | No change | 420 | $57K |
| Winch Advisory Services, LLC | 0.01% | Add +0.2% | 413 | $56K |
| Realta Investment Advisors | 0.02% | Reduce -18.7% | 412 | $56K |
| Cape Investment Advisory, Inc. | 0.02% | Add +49.8% | 412 | $56K |
| Park Square Financial Group, LLC | 0.04% | Add +52.5% | 395 | $53K |
| Financial Connections Group, Inc. | 0.02% | No change | 392 | $52K |
| Hilltop National Bank | 0.01% | — | 367 | $50K |
| Curio Wealth, LLC | 0.02% | Add +36500.0% | 366 | $49K |
| Valley National Advisers Inc. | 0.01% | Reduce -1.1% | 370 | $49K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +0.3% | 346 | $47K |
| IAG Wealth Partners, LLC | 0.01% | No change | 345 | $47K |
| Capital Investment Counsel, Inc | 0.01% | New | 342 | $46K |
| Crews Bank & Trust | 0.01% | No change | 333 | $45K |
| Wells Financial Advisors INC | 0.06% | No change | 320 | $43K |
| Nova Wealth Management, Inc. | 0.03% | Reduce -43.7% | 320 | $43K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -34.6% | 310 | $42K |
| Integrity Financial Corp | 0.02% | No change | 308 | $42K |
| Main Street Group, LTD | 0.01% | Add +14950.0% | 301 | $41K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 301 | $41K |
| Pflug Koory, LLC | 0.02% | Add +11.0% | 293 | $40K |
| Richardson Financial Services Inc. | 0.03% | New | 282 | $38K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 281 | $38K |
| Paladin Advisory Group, LLC | 0.03% | Add +18.2% | 273 | $37K |
| Kimelman & Baird, LLC | 0.00% | No change | 269 | $36K |
| Concord Wealth Partners | 0.01% | Add +8.1% | 268 | $36K |
| Trust Co. of Vermont | 0.00% | No change | 263 | $36K |
| Towne Trust Company, N.A | 0.01% | No change | 250 | $34K |
| Front Row Advisors LLC | 0.01% | No change | 224 | $30K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 210 | $28K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 209 | $28K |
| Promus Capital, LLC | 0.02% | No change | 200 | $27K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 200 | $27K |
| CVA Family Office, LLC | 0.00% | No change | 196 | $26K |
| Fortitude Family Office, LLC | 0.01% | Add +0.5% | 192 | $26K |
| Essential Partners LLC | 0.01% | — | 186 | $25K |
| MCF Advisors LLC | 0.00% | No change | 175 | $24K |
| Global Trust Asset Management, LLC | 0.01% | No change | 173 | $23K |
| PFS Partners, LLC | 0.01% | Add +0.6% | 173 | $23K |
| DHJJ Financial Advisors, Ltd. | 0.01% | New | 172 | $23K |
| Moser Wealth Advisors, LLC | 0.01% | No change | 171 | $23K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +42.9% | 170 | $23K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.6% | 170 | $23K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -37.7% | 165 | $22K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -12.4% | 162 | $22K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 151 | $20K |
| 2UniFi Bank | 0.01% | Reduce -22.6% | 151 | $20K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 149 | $20K |
| Robinswood Financial LLC | 0.01% | Add +0.7% | 141 | $19K |
| First Financial Corp. | 0.01% | Reduce -75.6% | 140 | $19K |
| Team Financial Group, LLC | 0.01% | New | 139 | $19K |
| DecisionPoint Financial, LLC | 0.00% | Reduce -65.9% | 139 | $19K |
| Cheviot Value Management, LLC | 0.00% | No change | 121 | $17K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 112 | $15K |
| City State Bank | 0.00% | No change | 112 | $15K |
| Versant Capital Management, Inc | 0.00% | No change | 111 | $15K |
| Biltmore Family Office, LLC | 0.00% | No change | 105 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -95.4% | 101 | $14K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $14K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 100 | $14K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -41.6% | 90 | $12K |
| Transce3nd, LLC | 0.01% | No change | 88 | $12K |
| Cardinal Strategic Wealth Guidance | 0.00% | No change | 88 | $12K |
| Highline Wealth Partners LLC | 0.00% | New | 84 | $11K |
| MV Capital Management, Inc. | 0.00% | No change | 81 | $11K |
| Mascoma Wealth Management LLC | 0.00% | No change | 79 | $11K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 77 | $10K |
| Evolution Wealth Management Inc. | 0.01% | — | 74 | $10K |
| Graney & King, LLC | 0.01% | No change | 66 | $9K |
| Legacies Wealth LLC | 0.01% | No change | 66 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -83.6% | 63 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 63 | $9K |
| Family Legacy Financial Solutions, LLC | 0.01% | — | 63 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 58 | $8K |
| Aventura Private Wealth, LLC | 0.00% | Add +346.1% | 58 | $8K |
| Roxbury Financial LLC | 0.01% | Reduce -35.3% | 55 | $7K |
| American Capital Advisory, LLC | 0.00% | No change | 54 | $7K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 55 | $7K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -44.9% | 49 | $7K |
| Wagner Wealth Management, LLC | 0.00% | No change | 50 | $7K |
| ROSS\JOHNSON & Associates LLC | 0.14% | No change | 49 | $7K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 48 | $6K |
| Painted Porch Advisors LLC | 0.00% | No change | 45 | $6K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 43 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 34 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 31 | $4K |
| Pandora Wealth, Inc. | 0.00% | No change | 31 | $4K |
| Olistico Wealth, LLC | 0.00% | No change | 22 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +200.0% | 18 | $2K |
| West Paces Advisors Inc. | 0.00% | No change | 18 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 12 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 12 | $2K |
| Founders Capital Management | 0.00% | No change | 5 | $720 |
| 1922 Investment Co LLC | 0.02% | New | 5 | $635 |
| Legend Financial Advisors, Inc. | 0.00% | New | 3 | $405 |
"% 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.