iShares Core S&P Total U.S.ITOTETF
13F holders, Q3 2025 (September 30)1,522holders +48
98new positions
45sold out
5famous investors
$145.65avg. 13F price*
At the end of Q3 2025, 1,522 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 48 from Q2 2025. 98 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($10.1B), Wells Fargo & Company ($9.2B) and Betterment LLC ($1.6B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $205.7M |
| Exits | 45 | $39.5M |
All 13F filers, Q2 2025 → Q3 2025: 21,516,961 shares bought and 4,284,529 shares sold, net +17,232,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,522 holders
| BlackRock, Inc. | 0.18% | Add +12.7% | 69,665,025 | $10.1B |
| Wells Fargo & Company | 1.88% | Add +6.6% | 63,192,828 | $9.2B |
| Betterment LLC | 3.15% | Reduce -3.0% | 10,939,405 | $1.6B |
| Morgan Stanley | 0.09% | Add +2.6% | 10,704,460 | $1.6B |
| Wealthfront Advisers LLC | 3.61% | Reduce -0.1% | 10,556,052 | $1.5B |
| Alliancebernstein L.P. | 0.45% | Add +2.9% | 9,884,130 | $1.4B |
| Bank of America Corp. | 0.07% | Add +0.8% | 6,256,659 | $911.3M |
| LPL Financial LLC | 0.26% | Add +10.1% | 6,019,015 | $876.7M |
| Focus Partners Wealth | 1.18% | Add +2.4% | 5,010,735 | $729.8M |
| Focus Partners Advisor Solutions, LLC | 8.06% | Add +16.5% | 4,822,896 | $710.6M |
| Envestnet Asset Management Inc. | 0.17% | Reduce -5.3% | 4,156,774 | $605.4M |
| Blue Trust, Inc. | 6.47% | Add +0.6% | 3,958,928 | $576.6M |
| SigFig Wealth Management, LLC | 16.18% | Add +1.9% | 3,604,140 | $523.3M |
| Ballentine Partners, LLC | 6.97% | Reduce -0.9% | 3,447,157 | $502.1M |
| Auto-Owners Insurance Co | 11.42% | Add +1.5% | 3,037,774 | $442.5M |
| AlTi Global, Inc. | 9.40% | Add +4.0% | 2,751,738 | $400.8M |
| Raymond James Financial Inc. | 0.12% | Add +5.1% | 2,482,040 | $361.5M |
| Parallel Advisors, LLC | 6.33% | Reduce -10.2% | 2,368,911 | $345.0M |
| Norinchukin Bank, The | 4.39% | No change | 2,246,560 | $327.2M |
| Creative Planning | 0.23% | Reduce -0.7% | 2,103,130 | $306.3M |
| Allworth Financial LP | 1.31% | Reduce -1.8% | 2,029,185 | $295.6M |
| Cerity Partners LLC | 0.48% | Reduce -0.7% | 2,016,646 | $293.7M |
| Ameriprise Financial Inc. | 0.07% | Add +1.9% | 2,002,302 | $291.7M |
| Lido Advisors, LLC | 1.11% | Reduce -3.3% | 1,833,068 | $267.0M |
| Sentinel Trust Co. Lba | 26.32% | Reduce -1.1% | 1,773,514 | $258.3M |
| Provenance Wealth Advisors, LLC | 31.01% | Reduce -0.3% | 1,647,193 | $239.9M |
| Osaic Holdings, Inc. | 0.34% | Reduce -2.3% | 1,682,543 | $239.3M |
| Prime Capital Investment Advisors, LLC | 2.85% | Reduce -0.4% | 1,560,683 | $227.3M |
| Stifel Financial Corp. | 0.20% | Add +64.4% | 1,515,176 | $220.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.7% | 1,512,944 | $220.4M |
| Cisco Systems, Inc. | 54.00% | Reduce -13.1% | 1,497,500 | $218.1M |
| Evensky & Katz LLC | 12.17% | Add +3.8% | 1,440,844 | $209.9M |
| TD Capital Management LLC | 17.93% | Reduce -5.5% | 1,366,477 | $199.0M |
| Commonwealth Equity Services, LLC | 0.25% | Reduce -18.6% | 1,303,963 | $189.9M |
| Klaas Financial Asset Advisors, LLC | 26.97% | Reduce -0.2% | 1,233,899 | $179.7M |
| Cobblestone Capital Advisors LLC | 8.58% | Add +1.9% | 1,227,179 | $178.7M |
| Royal Bank of Canada | 0.03% | Add +5.7% | 1,212,538 | $176.6M |
| LJI Wealth Management, LLC | 29.10% | Reduce -3.6% | 1,142,723 | $166.4M |
| Mariner, LLC | 0.21% | Add +0.5% | 1,119,988 | $163.0M |
| Disciplina Capital Management LLC | 19.75% | Reduce -3.1% | 1,114,301 | $162.3M |
| True Link Financial Advisors, LLC | 9.99% | Add +0.6% | 1,065,791 | $155.2M |
| UBS Group AG | 0.03% | Reduce -4.4% | 1,060,406 | $154.4M |
| Mesirow Financial Investment Management, Inc. | 2.67% | Add +0.3% | 1,022,868 | $149.0M |
| HB Wealth Management, LLC | 1.01% | Add +4.7% | 1,020,342 | $148.6M |
| Stratos Investment Management, LLC | 5.99% | Add +3.4% | 996,277 | $145.1M |
| Allstate Corp. | 3.31% | Add +32.9% | 994,742 | $144.9M |
| Claar Advisors LLC | 42.77% | Reduce -0.7% | 992,001 | $144.5M |
| Zhang Financial LLC | 5.74% | Add +10.4% | 969,900 | $141.3M |
| HighTower Advisors, LLC | 0.16% | Reduce -3.6% | 959,785 | $139.8M |
| FMR LLC | 0.01% | Add +7.2% | 950,937 | $138.5M |
| Tanager Wealth Management LLP | 14.23% | Add +13.9% | 930,417 | $135.5M |
| Winthrop Advisory Group LLC | 11.47% | Add +4.1% | 900,447 | $131.2M |
| Rock Creek Group LLC | 13.11% | Add +10.3% | 855,375 | $124.6M |
| Wick Capital Partners, LLC | 29.47% | Add +12663.1% | 848,872 | $123.6M |
| Cetera Investment Advisers | 0.14% | Add +18.8% | 828,807 | $120.7M |
| Mercer Global Advisors Inc. | 0.18% | Add +142.7% | 753,842 | $109.8M |
| Jaffetilchin Investment Partners, LLC | 6.32% | Add +1.0% | 725,617 | $105.7M |
| Johnson Bixby & Associates, LLC | 13.21% | Reduce -0.5% | 707,841 | $103.1M |
| Facet Wealth, Inc. | 2.13% | Reduce -2.9% | 706,146 | $102.9M |
| Independent Order of Foresters | 58.27% | No change | 672,744 | $98.0M |
| Ancora Advisors LLC | 1.95% | Add +1.0% | 667,197 | $97.2M |
| Jones Financial Companies LLLP | 0.06% | Add +20.1% | 639,369 | $92.6M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +1.8% | 634,888 | $92.5M |
| Ullmann Wealth Partners Group, LLC | 10.09% | Reduce -1.2% | 633,980 | $92.3M |
| Goldstein Advisors, LLC | 11.16% | Add +23.3% | 630,400 | $91.8M |
| Horizon Wealth Management, LLC | 12.87% | New | 601,887 | $87.7M |
| Orion Porfolio Solutions, LLC | 0.67% | Reduce -2.2% | 591,975 | $86.2M |
| Partners Capital Investment Group, LLP | 3.05% | Reduce -9.6% | 526,649 | $76.7M |
| Cwm, LLC | 0.23% | Add +7.9% | 526,024 | $76.6M |
| Allen Investment Management, LLC | 0.85% | No change | 525,606 | $76.6M |
| Blair William & Co. | 0.20% | Add +3.3% | 512,253 | $74.6M |
| MML Investors Services, LLC | 0.19% | Reduce -3.8% | 495,447 | $72.2M |
| Truist Financial Corp. | 0.10% | Reduce -7.6% | 481,167 | $70.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +23.7% | 477,032 | $69.5M |
| Simon Quick Advisors, LLC | 3.07% | Add +0.4% | 465,685 | $67.8M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -2.8% | 458,480 | $67.1M |
| Adventist Health System/ West | 10.92% | New | 460,365 | $67.1M |
| jvl associates llc | 21.95% | Add +2.9% | 455,366 | $66.3M |
| O'Brien Wealth Partners LLC | 8.90% | Reduce -1.1% | 451,392 | $65.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +0.3% | 444,709 | $64.8M |
| Vantage Financial Partners, LLC | 13.32% | Add +0.6% | 434,128 | $63.2M |
| Clark Capital Management Group, Inc. | 0.39% | Reduce -11.4% | 428,448 | $62.4M |
| Cresset Asset Management, LLC | 0.27% | Add +4.0% | 416,124 | $60.6M |
| Elm Partners Management LLC | 3.00% | Add +7.4% | 410,381 | $59.8M |
| Regatta Capital Group, LLC | 8.67% | Add +0.8% | 377,064 | $54.9M |
| Smallwood Wealth Investment Management, LLC | 27.98% | Add +3.5% | 373,874 | $54.5M |
| Friday Financial | 22.76% | Add +14.5% | 373,175 | $54.4M |
| Brady Martz Wealth Solutions, LLC | 9.83% | Add +5.9% | 371,654 | $54.1M |
| Aviso Financial Inc. | 2.14% | Add +4.5% | 361,570 | $52.7M |
| Geneos Wealth Management Inc. | 1.32% | Reduce -1.9% | 357,070 | $52.0M |
| Kestra Advisory Services, LLC | 0.24% | Reduce -2.9% | 354,327 | $51.6M |
| Forvis Mazars Wealth Advisors, LLC | 1.02% | Reduce -5.3% | 352,030 | $51.3M |
| Strategic Point Investment Advisors, LLC | 7.32% | Add +1.5% | 350,142 | $51.0M |
| Corient Private Wealth LP | 0.08% | Add +32.2% | 349,717 | $50.9M |
| Mission Wealth Management, LP | 1.04% | Reduce -3.3% | 349,411 | $50.9M |
| Capital Analysts, LLC | 1.45% | Add +1.3% | 341,349 | $49.7M |
| NorthCoast Asset Management LLC | 0.19% | Add +0.9% | 340,808 | $49.6M |
| Pure Financial Advisors, LLC | 0.77% | Reduce -0.5% | 331,080 | $48.2M |
| Eldridge Investment Advisors, Inc. | 10.95% | Reduce -0.6% | 330,295 | $48.1M |
| Truepoint, Inc. | 1.11% | Reduce -0.7% | 327,207 | $47.7M |
| Northwest Wealth Management, LLC | 7.85% | Add +4.0% | 327,122 | $47.6M |
| Private Advisor Group, LLC | 0.23% | Reduce -1.4% | 327,084 | $47.6M |
| BLB&B Advisors, LLC | 2.03% | Reduce -9.4% | 322,268 | $46.9M |
| Procyon Advisors, LLC | 2.76% | Add +5604.1% | 319,945 | $46.6M |
| Pineridge Advisors LLC | 13.16% | Reduce -28.9% | 315,955 | $46.0M |
| &partners | 0.28% | Add +3.0% | 304,742 | $44.3M |
| Kondo Wealth Advisors, Inc. | 17.71% | Add +3.1% | 301,364 | $43.9M |
| Ironsides Asset Advisors, LLC | 10.89% | Add +0.3% | 289,960 | $42.2M |
| GM Advisory Group, LLC | 1.77% | Add +12.2% | 285,103 | $41.5M |
| Financial Designs Corp | 23.85% | Add +3.5% | 276,570 | $41.2M |
| Captrust Financial Advisors | 0.08% | Reduce -0.6% | 281,865 | $41.1M |
| Family Wealth Partners, LLC | 14.95% | Reduce -1.1% | 273,916 | $39.9M |
| Tolleson Wealth Management, Inc. | 6.17% | Reduce -1.1% | 273,725 | $39.9M |
| JGP Wealth Management, LLC | 4.41% | Add +3.1% | 271,678 | $39.8M |
| Nicolet Advisory Services, LLC | 3.07% | Reduce -1.7% | 269,495 | $39.4M |
| Constellation Investments, Inc. | 1.84% | No change | 270,500 | $39.4M |
| Caprock Group, LLC | 0.97% | — | 277,392 | $39.2M |
| Reliant Wealth Planning | 12.54% | Reduce -5.9% | 265,590 | $38.7M |
| Heritage Wealth Advisors | 1.64% | Reduce -0.1% | 257,964 | $37.6M |
| Savant Capital, LLC | 0.23% | Add +171.9% | 257,292 | $37.5M |
| Valmark Advisers, Inc. | 0.47% | Reduce -1.7% | 247,503 | $36.0M |
| Quantinno Capital Management LP | 0.10% | Add +40.5% | 244,186 | $35.6M |
| Steinberganna Wealth Management | 16.72% | — | 244,115 | $35.6M |
| Advus Financial Partners, LLC | 8.36% | Reduce -2.4% | 238,904 | $34.8M |
| Alaska Permanent Capital Management, LLC | 2.46% | Reduce -4.9% | 229,445 | $33.4M |
| TRUE Private Wealth Advisors | 3.41% | Reduce -2.6% | 229,202 | $33.4M |
| Equitable Holdings, Inc. | 0.24% | Add +17.4% | 222,121 | $32.4M |
| Cigna Investments Inc. | 4.45% | Reduce -6.6% | 215,742 | $31.4M |
| Capstone Financial Advisors, Inc. | 1.69% | Reduce -0.8% | 213,650 | $31.1M |
| Sendero Wealth Management, LLC | 3.64% | Add +0.3% | 213,220 | $31.1M |
| AQR Capital Management | 0.02% | Add +34.7% | 207,364 | $30.2M |
| Advisory Services Network, LLC | 0.44% | Reduce -0.9% | 206,779 | $30.1M |
| W.G. Shaheen & Associates DBA Whitney & Co | 2.73% | Add +0.4% | 206,606 | $30.1M |
| Composition Wealth, LLC | 0.45% | Add +4.4% | 206,318 | $30.1M |
| Kaydan Wealth Management, Inc. | 8.58% | Add +31.2% | 206,197 | $30.0M |
| Aerodigm Wealth, LLC | 12.47% | Add +5.1% | 202,695 | $29.6M |
| Rehmann Capital Advisory Group | 1.61% | Reduce -7.0% | 202,239 | $29.5M |
| Integrated Wealth Concepts LLC | 0.26% | Reduce -1.1% | 201,070 | $29.3M |
| Squire Investment Management Company, LLC | 9.51% | Add +5.0% | 200,551 | $29.2M |
| Rockefeller Capital Management L.P. | 0.06% | Add +91.5% | 199,151 | $29.0M |
| Aptus Capital Advisors, LLC | 0.26% | Add +91.8% | 198,780 | $29.0M |
| Northern Trust Corp. | 0.00% | Reduce -3.7% | 194,611 | $28.3M |
| NewEdge Advisors, LLC | 0.13% | Reduce -0.3% | 191,330 | $27.9M |
| Trevian Wealth Management LLC | 14.89% | Add +16.9% | 190,513 | $27.7M |
| MontVue Capital Management, Inc. | 18.58% | Add +1.4% | 190,274 | $27.7M |
| Legacy Financial Advisors, Inc. | 3.78% | Reduce -5.2% | 188,158 | $27.4M |
| Vident Advisory, LLC | 0.27% | Reduce -1.5% | 187,058 | $27.2M |
| Patton Albertson Miller Group, LLC | 3.29% | Reduce -5.2% | 187,020 | $27.2M |
| KM Capital Management Ltd. | 12.58% | Reduce -11.7% | 186,838 | $27.2M |
| Astoria Strategic Wealth, Inc. | 6.88% | Reduce -6.2% | 186,795 | $27.2M |
| Edge Financial Advisors LLC | 12.12% | Add +0.1% | 185,681 | $27.0M |
| Life Planning Partners, Inc | 19.70% | Reduce -0.1% | 185,236 | $27.0M |
| Cherrydale Wealth Management, LLC | 8.44% | Add +0.3% | 184,534 | $26.9M |
| Wealthspire Advisors, LLC | 0.14% | Reduce -1.7% | 183,190 | $26.7M |
| IFP Advisors, Inc | 0.69% | Add +20.4% | 182,500 | $26.6M |
| Macquarie Group Ltd. | 0.03% | No change | 182,198 | $26.5M |
| Sweeney & Michel, LLC | 8.90% | Add +0.7% | 185,474 | $26.5M |
| Financial Partners Group, Inc | 3.27% | Add +0.5% | 180,126 | $26.2M |
| Durante & Waters, LLC | 19.26% | Reduce -1.2% | 179,810 | $26.2M |
| Bank of New York Mellon Corp | 0.00% | Add +4.2% | 179,719 | $26.2M |
| Aletheian Wealth Advisors LLC | 12.13% | Reduce -1.0% | 179,143 | $26.1M |
| Planned Solutions, Inc. | 9.04% | Add +9.3% | 178,907 | $26.1M |
| Heck Capital Advisors, LLC | 2.00% | Reduce -1.8% | 177,134 | $25.8M |
| United Capital Financial Advisors, LLC | 0.18% | Reduce -2.1% | 174,824 | $25.5M |
| Great Valley Advisor Group, Inc. | 0.50% | Reduce -3.7% | 172,682 | $25.2M |
| Canvas Wealth Advisors, LLC | 4.54% | Add +3.7% | 170,398 | $25.0M |
| Stokes Family Office, LLC | 2.35% | Reduce -0.1% | 170,016 | $24.8M |
| MJT & Associates Financial Advisory Group, Inc. | 19.82% | Add +1185.1% | 167,292 | $24.4M |
| Brighton Jones LLC | 0.57% | Add +4.6% | 162,178 | $23.6M |
| Catalyst Private Wealth, LLC | 10.36% | Reduce -6.5% | 162,058 | $23.6M |
| Bernardo Wealth Planning LLC | 4.55% | Add +13.3% | 159,339 | $23.2M |
| Friedenthal Financial | 11.88% | Add +4.1% | 157,988 | $23.0M |
| Jane Street Group, LLC | 0.03% | Add +2162.9% | 157,612 | $23.0M |
| Nwam LLC | 1.24% | Add +1.7% | 156,075 | $22.9M |
| Principal Securities, Inc. | 0.38% | Reduce -1.5% | 156,585 | $22.8M |
| Weatherly Asset Management L. P. | 1.88% | Reduce -0.2% | 156,347 | $22.8M |
| Twin Focus Capital Partners, LLC | 2.88% | Add +1.6% | 155,692 | $22.7M |
| Peirce Capital Management, LLC | 9.23% | Add +4.8% | 152,484 | $22.2M |
| Summit Financial, LLC | 0.34% | Add +2.2% | 152,462 | $22.2M |
| TruNorth Capital Management, LLC | 4.39% | Reduce -0.5% | 152,435 | $22.2M |
| Beacon Pointe Advisors, LLC | 0.19% | Reduce -31.5% | 151,957 | $22.1M |
| Baird Financial Group, Inc. | 0.04% | Add +1.8% | 151,895 | $22.1M |
| Crestwood Advisors Group, LLC | 0.37% | Reduce -63.6% | 149,318 | $21.7M |
| Cosner Financial Group, LLC | 11.50% | Reduce -2.5% | 146,885 | $21.4M |
| Koshinski Asset Management, Inc. | 1.49% | Reduce -2.7% | 143,741 | $20.9M |
| Robertson Stephens Wealth Management, LLC | 0.62% | Reduce -3.5% | 140,508 | $20.5M |
| Gleason Group, Inc. | 2.04% | Reduce -5.1% | 139,328 | $20.3M |
| Modern Wealth Management, LLC | 0.40% | Reduce -2.4% | 138,883 | $20.2M |
| Comerica Bank | 0.08% | Add +2.5% | 137,906 | $20.1M |
| Empower Advisory Group, LLC | 0.06% | Add +1.3% | 137,663 | $20.1M |
| Hickory Point Bank & Trust | 14.92% | Reduce -1.6% | 137,050 | $20.0M |
| Cynosure Group, LLC | 2.16% | Reduce -9.4% | 136,369 | $19.9M |
| Sax Wealth Advisors, LLC | 1.05% | Reduce -0.2% | 133,716 | $19.5M |
| Essex Financial Services, Inc. | 1.16% | Reduce -5.8% | 133,614 | $19.5M |
| Heritage Financial Services, LLC | 1.72% | Reduce -1.9% | 131,374 | $19.1M |
| Physician Wealth Advisors, Inc. | 2.72% | Reduce -4.5% | 131,283 | $19.1M |
| Gotham Asset Management | 0.08% | Add +5.4% | 128,689 | $18.7M |
| Tortoise Investment Management, LLC | 1.66% | Reduce -3.0% | 128,253 | $18.7M |
| Plancorp, LLC | 0.58% | Reduce -3.1% | 125,943 | $18.3M |
| Romano Brothers and Company | 2.10% | Reduce -2.6% | 125,933 | $18.3M |
| Litman Gregory Wealth Management LLC | 1.36% | Reduce -0.5% | 125,676 | $18.3M |
| Benchmark Financial Wealth Advisors, LLC | 5.46% | Reduce -3.1% | 124,625 | $18.2M |
| Wealthspire Retirement, LLC | 1.16% | Reduce -0.5% | 124,305 | $18.1M |
| Brookstone Capital Management | 0.22% | Reduce -2.8% | 124,149 | $18.1M |
| Thrivent Financial for Lutherans | 0.04% | Add +23.7% | 123,460 | $18.0M |
| Tower Research Capital LLC (TRC) | 0.49% | Add +7691.5% | 122,872 | $17.9M |
| Beacon Financial Group | 1.75% | Reduce -4.3% | 121,847 | $17.7M |
| Thoroughbred Financial Services, LLC | 1.07% | Reduce -0.9% | 119,209 | $17.4M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -0.5% | 119,145 | $17.4M |
| Kaufman Rossin Wealth, LLC | 9.45% | Add +10.4% | 118,486 | $17.3M |
| Oakwell Private Wealth Management, LLC | 3.38% | Reduce -1.2% | 115,434 | $16.8M |
| BCGM Wealth Management, LLC | 4.37% | Reduce -0.6% | 115,242 | $16.8M |
| Stevens Capital Partners | 4.86% | Add +2.5% | 111,729 | $16.3M |
| NWF Advisory Services Inc. | 1.78% | Add +1.5% | 111,103 | $16.2M |
| Roger Wittlin Investment Advisory, LLC | 8.98% | Reduce -1.2% | 110,922 | $16.2M |
| Greenleaf Trust | 0.14% | Reduce -3.2% | 109,460 | $15.9M |
| Janney Montgomery Scott LLC | 0.04% | Add +3.3% | 109,015 | $15.9M |
| 1900 Wealth Management LLC | 1.06% | Reduce -2.6% | 107,564 | $15.7M |
| WBH Advisory Inc. | 1.18% | Reduce -0.4% | 106,457 | $15.5M |
| Callan Family Office, LLC | 0.49% | Add +1.4% | 104,827 | $15.3M |
| Elevate Wealth Advisory, Inc. | 10.92% | Reduce -2.0% | 103,139 | $15.0M |
| Cornell Pochily Investment Advisors, Inc. | 4.47% | Add +9.0% | 102,727 | $15.0M |
| Independent Financial Group, LLC | 0.36% | Add +15.0% | 102,550 | $14.9M |
| Kingsview Wealth Management, LLC | 0.23% | Reduce -1.8% | 102,023 | $14.9M |
| Arkadios Wealth Advisors | 0.36% | Add +240.4% | 101,327 | $14.8M |
| Waverly Advisors, LLC | 0.15% | Reduce -2.9% | 101,167 | $14.7M |
| Glenview Trust Co | 0.23% | Add +2.8% | 99,848 | $14.5M |
| Farrow Financial, Inc. | 8.43% | Reduce -2.4% | 99,755 | $14.5M |
| Sagespring Wealth Partners, LLC | 0.28% | Reduce -0.6% | 99,186 | $14.4M |
| MAI Capital Management | 0.09% | Add +4.2% | 99,093 | $14.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.23% | Reduce -13.4% | 98,185 | $14.3M |
| Smith Shellnut Wilson LLC | 5.44% | Reduce -0.7% | 97,258 | $14.2M |
| Baron Silver Stevens Financial Advisors, LLC | 2.07% | Add +1.1% | 97,054 | $14.1M |
| Family Manage LLC | 1.96% | Add +2.8% | 96,928 | $14.1M |
| Jmac Enterprises LLC | 2.79% | Add +1.1% | 96,818 | $14.1M |
| Smithfield Trust Co | 0.63% | Add +12.4% | 96,390 | $14.0M |
| Moneywise, Inc. | 6.29% | Add +5.1% | 95,524 | $13.9M |
| Choreo, LLC | 0.18% | Add +0.1% | 95,518 | $13.9M |
| Level Wealth Management LLC | 7.32% | Reduce -0.8% | 95,499 | $13.9M |
| McElhenny Sheffield Capital Management, LLC | 3.26% | Add +8.2% | 94,400 | $13.7M |
| OMNI 360 Wealth, Inc. | 7.67% | Reduce -3.5% | 93,901 | $13.7M |
| First Foundation Advisors | 0.50% | Reduce -3.2% | 93,093 | $13.6M |
| King Wealth Management Group | 1.70% | Reduce -2.6% | 93,075 | $13.6M |
| Regent Peak Wealth Advisors LLC | 2.71% | — | 92,788 | $13.5M |
| Solano Wealth Investment Advisors LLC | 6.50% | Reduce -1.4% | 92,522 | $13.5M |
| Spectrum Strategic Capital Management, LLC | 8.01% | Reduce -45.1% | 91,859 | $13.4M |
| Crescent Grove Advisors, LLC | 1.26% | Reduce -0.4% | 90,621 | $13.2M |
| Asset Dedication, LLC | 0.88% | Reduce -2.6% | 90,188 | $13.1M |
| Guardian Wealth Advisors, LLC / NC | 0.85% | Add +0.6% | 89,258 | $13.0M |
| Chicago Partners Investment Group LLC | 0.33% | Reduce -7.2% | 85,085 | $12.8M |
| Freestone Capital Holdings, LLC | 0.39% | Add +2.3% | 86,433 | $12.6M |
| Clearstead Advisors, LLC | 0.18% | Reduce -1.6% | 86,139 | $12.5M |
| Ashton Thomas Private Wealth, LLC | 0.32% | Reduce -6.3% | 83,476 | $12.2M |
| Merit Financial Group, LLC | 0.11% | Add +1.0% | 82,787 | $12.1M |
| Argent Trust Co | 0.43% | Reduce -0.1% | 82,597 | $12.0M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +0.6% | 82,157 | $12.0M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -3.9% | 81,772 | $11.9M |
| Satovsky Asset Management LLC | 2.36% | Reduce -0.2% | 81,345 | $11.8M |
| Rollins Financial Advisors, LLC | 1.78% | Reduce -0.1% | 80,535 | $11.7M |
| Fulcrum Equity Management | 11.68% | Reduce -1.6% | 79,152 | $11.5M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +1.0% | 78,334 | $11.4M |
| Single Point Partners, LLC | 2.26% | Reduce -0.8% | 76,472 | $11.1M |
| Private Wealth Asset Management, LLC | 1.30% | Add +0.5% | 75,803 | $11.0M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +4.6% | 75,277 | $11.0M |
| Signature Estate & Investment Advisors LLC | 0.23% | Add +0.0% | 73,854 | $10.8M |
| First Hawaiian Bank | 1.36% | Reduce -1.4% | 72,665 | $10.6M |
| Ieq Capital, LLC | 0.03% | Add +60.4% | 72,562 | $10.6M |
| Global Retirement Partners, LLC | 0.23% | Add +5.3% | 71,522 | $10.4M |
| CreativeOne Wealth, LLC | 0.25% | Reduce -2.2% | 71,117 | $10.4M |
| Roble, Belko & Company, Inc | 1.39% | Add +0.7% | 70,153 | $10.2M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -0.3% | 69,317 | $10.1M |
| Vise Technologies, Inc. | 0.37% | Add +58.9% | 68,756 | $10.0M |
| CENTRAL TRUST Co | 0.21% | Add +2.7% | 68,602 | $10.0M |
| Fifth Third Securities, Inc. | 0.67% | Add +13.7% | 67,717 | $9.9M |
| Prasad Wealth Partners, LLC | 2.75% | Reduce -31.7% | 67,684 | $9.9M |
| National Bank of Canada | 0.01% | Reduce -19.7% | 67,476 | $9.8M |
| KFA Private Wealth Group, LLC | 2.79% | Add +0.0% | 67,030 | $9.8M |
| ETF Portfolio Partners, Inc. | 2.60% | Reduce -6.4% | 67,021 | $9.8M |
| Greenwood Gearhart LLC | 0.56% | Reduce -2.4% | 66,938 | $9.7M |
| Investors Research Corp | 1.80% | Reduce -1.8% | 66,915 | $9.7M |
| HMV Wealth Advisors, LLC | 5.33% | Add +31.1% | 66,491 | $9.7M |
| Grove Bank & Trust | 1.12% | Reduce -0.3% | 65,906 | $9.6M |
| MorganRosel Wealth Management, LLC | 2.46% | Add +2.1% | 65,201 | $9.5M |
| Bar Harbor Wealth Management | 0.56% | Reduce -0.1% | 64,381 | $9.4M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +1.1% | 63,993 | $9.3M |
| Towercrest Capital Management | 1.49% | Add +7.0% | 63,823 | $9.3M |
| DDFG, Inc | 2.14% | Reduce -44.5% | 63,723 | $9.3M |
| Sard Wealth Management Group, LLC | 5.17% | Reduce -1.3% | 62,272 | $9.1M |
| Naples Global Advisors, LLC | 0.70% | Reduce -0.8% | 61,339 | $8.9M |
| Brooklyn FI, LLC | 1.99% | Add +5.2% | 60,931 | $8.9M |
| Element Wealth, LLC | 3.87% | Add +0.8% | 60,903 | $8.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +5.4% | 60,850 | $8.9M |
| Strategic Blueprint, LLC | 0.39% | Add +121.7% | 60,788 | $8.9M |
| Summit Trail Advisors, LLC | 0.12% | Reduce -4.3% | 60,736 | $8.8M |
| Well Done, LLC | 1.51% | Add +0.7% | 60,716 | $8.8M |
| Monument Capital Management | 2.20% | Reduce -1.4% | 60,512 | $8.8M |
| Turtle Creek Wealth Advisors, LLC | 0.78% | Reduce -4.6% | 60,328 | $8.8M |
| Patriot Investment Management Group, Inc. | 0.57% | Reduce -1.0% | 60,220 | $8.8M |
| PFG Investments, LLC | 0.45% | Add +7.7% | 60,080 | $8.8M |
| CogentBlue Wealth Advisors, LLC | 5.91% | Add +5.4% | 59,528 | $8.7M |
| Donor Advised Charitable Giving, Inc. | 0.17% | Add +0.3% | 59,429 | $8.7M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.1% | 58,838 | $8.6M |
| Avalon Advisory Group | 3.45% | Reduce -0.1% | 58,427 | $8.5M |
| A&I Financial Services, LLC | 4.09% | Add +3.7% | 57,345 | $8.4M |
| Forbes J M & Co. LLP | 0.69% | Reduce -0.0% | 56,952 | $8.3M |
| Bank of Montreal | 0.00% | Reduce -8.8% | 56,950 | $8.3M |
| Flagship Private Wealth, LLC | 3.32% | Add +3.6% | 56,802 | $8.3M |
| Wealthcare Capital Management LLC | 0.84% | Reduce -7.7% | 56,731 | $8.3M |
| Modera Wealth Management, LLC | 0.10% | Add +0.2% | 56,587 | $8.2M |
| Lynch & Associates | 1.59% | Reduce -1.0% | 56,504 | $8.2M |
| Sage Mountain Advisors LLC | 0.47% | Add +12.4% | 56,367 | $8.2M |
| First Financial Bank - Trust Division | 0.69% | Reduce -0.2% | 55,685 | $8.1M |
| Certus Wealth Management, LLC | 4.83% | Reduce -1.6% | 55,420 | $8.1M |
| Farther Finance Advisors, LLC | 0.12% | Add +26.2% | 55,376 | $8.1M |
| Fairvoy Private Wealth, LLC | 1.82% | Reduce -1.9% | 55,005 | $8.0M |
| Hardy Reed LLC | 0.59% | Reduce -0.0% | 54,996 | $8.0M |
| StoneX Group Inc. | 0.35% | Reduce -32.8% | 54,827 | $8.0M |
| Endowment Wealth Management, Inc. | 3.62% | Add +3.3% | 54,806 | $8.0M |
| Bradley & Co. Private Wealth Management, LLC | 4.42% | Reduce -0.9% | 54,780 | $8.0M |
| Snowden Capital Advisors LLC | 0.22% | Reduce -2.4% | 54,729 | $8.0M |
| Magnolia Capital Advisors LLC | 2.08% | Reduce -29.8% | 54,649 | $8.0M |
| Baker Tilly Wealth Management, LLC | 1.79% | Add +275.6% | 54,532 | $7.9M |
| Moneco Advisors, LLC | 0.65% | Reduce -1.9% | 53,667 | $7.8M |
| Independent Solutions Wealth Management, LLC | 1.35% | Reduce -1.3% | 52,357 | $7.6M |
| Ironwood Financial, llc | 1.35% | Add +0.2% | 52,254 | $7.6M |
| SVB Wealth LLC | 0.41% | Reduce -9.1% | 51,849 | $7.6M |
| HBK Sorce Advisory LLC | 0.19% | Add +3.9% | 51,514 | $7.5M |
| Amplius Wealth Advisors, LLC | 0.65% | Reduce -20.6% | 51,395 | $7.5M |
| Legacy Private Trust Co. | 0.45% | Reduce -12.4% | 51,294 | $7.5M |
| Summit Wealth Partners, LLC | 1.34% | Add +0.8% | 51,022 | $7.4M |
| Mosaic Advisors LLC | 17.83% | Add +958.8% | 50,527 | $7.4M |
| US Bancorp \de | 0.01% | Add +0.8% | 50,200 | $7.3M |
| Davidson Investment Advisors | 0.31% | Reduce -0.8% | 50,196 | $7.3M |
| LVZ, Inc. | 0.83% | Add +19.7% | 49,915 | $7.3M |
| Ridgecrest Wealth Partners, LLC | 3.27% | Reduce -1.4% | 49,697 | $7.2M |
| Nations Financial Group Inc, /Ia/ | 0.45% | Add +4.0% | 49,529 | $7.2M |
| Grand Wealth Management, LLC | 3.47% | No change | 49,359 | $7.2M |
| Flputnam Investment Management Co. | 0.11% | Reduce -28.1% | 49,357 | $7.2M |
| DKM Wealth Management, Inc. | 5.77% | Reduce -1.6% | 49,341 | $7.2M |
| Matthew Goff Investment Advisor, LLC | 1.22% | Add +0.1% | 48,813 | $7.1M |
| Avior Wealth Management, LLC | 0.23% | Reduce -0.6% | 48,206 | $7.0M |
| Sigma Planning Corp | 0.20% | Add +0.3% | 48,023 | $7.0M |
| Foundations Investment Advisors, LLC | 0.10% | Reduce -0.4% | 47,425 | $6.9M |
| Aegis Wealth Management LLC | 3.68% | No change | 47,167 | $6.9M |
| Bank of Hawaii | 0.34% | Reduce -15.8% | 47,145 | $6.9M |
| Hollencrest Capital Management | 0.24% | Reduce -8.6% | 46,111 | $6.7M |
| National Philanthropic Trust | 0.07% | Reduce -8.8% | 46,008 | $6.7M |
| First Heartland Consultants, Inc. | 0.53% | Reduce -0.6% | 45,440 | $6.6M |
| Capital Planning LLC | 1.91% | Add +2.4% | 45,040 | $6.6M |
| Park Avenue Securities LLC | 0.05% | Reduce -4.7% | 44,834 | $6.5M |
| Tsfg, LLC | 1.02% | Reduce -3.9% | 44,199 | $6.4M |
| Hudock, Inc. | 0.98% | Reduce -2.5% | 44,084 | $6.4M |
| Diversified Portfolios, Inc. | 0.57% | Reduce -0.6% | 44,084 | $6.4M |
| Ferguson Wellman Capital Management, Inc. | 0.10% | Reduce -0.1% | 43,899 | $6.4M |
| Claris Advisors, LLC / Mo / | 2.22% | Add +1.6% | 47,277 | $6.4M |
| Johnson Investment Counsel Inc. | 0.05% | Add +0.1% | 43,192 | $6.3M |
| Apella Capital, LLC | 0.14% | Add +0.0% | 43,486 | $6.3M |
| Sutton Place Investors LLC | 3.58% | Add +0.2% | 43,121 | $6.3M |
| Franklin Resources Inc. | 0.00% | Add +5.3% | 42,828 | $6.2M |
| Sheets Smith Wealth Management | 0.70% | Add +0.0% | 42,541 | $6.2M |
| Dakota Wealth Management | 0.12% | Add +32.3% | 42,440 | $6.2M |
| Investment Advisory Group, LLC | 1.67% | Add +1.2% | 42,140 | $6.1M |
| Yukon Wealth Management, Inc. | 2.00% | Add +0.3% | 41,912 | $6.1M |
| Hassell Wealth Management, LLC | 2.11% | Add +0.7% | 41,766 | $6.1M |
| GeoWealth Management, LLC | 0.22% | Reduce -5.5% | 41,725 | $6.1M |
| Libra Wealth LLC | 1.82% | Add +0.2% | 41,588 | $6.1M |
| FAS Wealth Partners, Inc. | 0.41% | Reduce -1.6% | 41,467 | $6.0M |
| Endeavor Private Wealth, Inc. | 1.87% | Add +27.4% | 41,431 | $6.0M |
| Sunbelt Securities, Inc. | 0.41% | Add +11.5% | 40,477 | $5.9M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -72.9% | 40,228 | $5.9M |
| Capital Advisors, Ltd. LLC | 0.66% | Add +2.4% | 40,148 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.8% | 40,126 | $5.8M |
| Columbus Macro, LLC | 0.66% | Reduce -3.5% | 39,954 | $5.8M |
| MA Private Wealth | 0.96% | Reduce -0.7% | 39,124 | $5.7M |
| Natixis Advisors, LLC | 0.01% | Add +2.4% | 39,122 | $5.7M |
| MBA Advisors LLC | 2.43% | Reduce -1.1% | 39,053 | $5.7M |
| M&T Bank Corp | 0.02% | Add +80.2% | 39,024 | $5.7M |
| Dopkins Wealth Management, LLC | 2.40% | Add +9.8% | 38,998 | $5.7M |
| Soltis Investment Advisors LLC | 0.39% | Add +0.2% | 38,684 | $5.6M |
| Canandaigua National Bank & Trust Co. | 0.49% | No change | 38,538 | $5.6M |
| Wealth Management Associates, Inc. | 1.99% | Add +3.5% | 38,511 | $5.6M |
| Vontobel Holding Ltd. | 0.02% | Reduce -3.0% | 38,419 | $5.6M |
| Aspiriant, LLC | 0.17% | No change | 37,939 | $5.5M |
| Keystone Financial Group | 0.42% | Add +6.1% | 37,276 | $5.4M |
| Sigma Investment Counselors Inc. | 0.28% | Add +1.3% | 37,050 | $5.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.44% | Add +70.1% | 36,996 | $5.4M |
| Harbour Investments, Inc. | 0.12% | Add +149.6% | 36,823 | $5.4M |
| Abound Wealth Management | 1.34% | Add +0.6% | 36,803 | $5.4M |
| SPC Financial, Inc. | 0.42% | Add +874.8% | 36,778 | $5.4M |
| Western Wealth Management, LLC | 0.28% | Reduce -0.0% | 36,064 | $5.3M |
| Cornerstone Wealth Group, LLC | 0.35% | Reduce -2.2% | 35,684 | $5.2M |
| BlackDiamond Wealth Management, LLC | 2.83% | Reduce -1.7% | 35,577 | $5.2M |
| Fonville Wealth Management LLC | 1.16% | No change | 35,529 | $5.2M |
| VestGen Advisors, LLC | 0.17% | Add +10.4% | 35,518 | $5.2M |
| NYL Investors LLC | 1.77% | Add +0.1% | 35,306 | $5.1M |
| CFS Investment Advisory Services, LLC | 0.38% | Reduce -0.7% | 34,614 | $5.1M |
| Ritholtz Wealth Management | 0.10% | Reduce -3.1% | 35,168 | $5.1M |
| Accurate Wealth Management, LLC | 0.68% | Add +3.4% | 35,086 | $5.1M |
| Allie Family Office LLC | 2.41% | Reduce -4.3% | 34,851 | $5.1M |
| Prospera Financial Services Inc | 0.09% | Add +1.8% | 34,835 | $5.1M |
| Legacy Financial Group LLC | 0.66% | Reduce -1.3% | 34,577 | $5.0M |
| Doliver Advisors, LP | 1.28% | Reduce -0.2% | 34,070 | $5.0M |
| Fairview Capital Investment Management, LLC | 0.25% | Reduce -0.9% | 33,740 | $4.9M |
| Wedmont Private Capital | 0.18% | Add +0.4% | 33,433 | $4.9M |
| GWN Securities Inc. | 1.12% | Add +6.9% | 33,256 | $4.8M |
| Up Strategic Wealth Investment Advisors LLC | 3.62% | No change | 33,172 | $4.8M |
| Glen Eagle Advisors, LLC | 0.67% | Add +4.1% | 33,159 | $4.8M |
| Pennington Partners & Co., LLC | 2.28% | Add +0.0% | 32,993 | $4.8M |
| Lazard Asset Management LLC | 0.01% | No change | 32,865 | $4.8M |
| Blueprint Financial Advisors LLC | 1.03% | Add +63.1% | 32,616 | $4.8M |
| Samalin Investment Counsel, LLC | 1.65% | Add +0.1% | 32,594 | $4.7M |
| GSG Advisors LLC | 1.23% | Add +0.5% | 31,901 | $4.7M |
| Blueprint Investment Partners LLC | 0.65% | Add +65.7% | 31,858 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -45.6% | 31,829 | $4.6M |
| Montecito Bank & Trust | 0.72% | — | 31,613 | $4.6M |
| GTS Securities LLC | 0.18% | Add +92.5% | 31,597 | $4.6M |
| Walkner Condon Financial Advisors LLC | 0.71% | Add +115.2% | 30,822 | $4.5M |
| Apollon Wealth Management, LLC | 0.08% | Add +0.3% | 30,801 | $4.5M |
| TFO Wealth Partners, LLC | 0.72% | Reduce -0.1% | 30,317 | $4.4M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Reduce -5.8% | 29,957 | $4.4M |
| Aspen Wealth Management LLC | 0.96% | Add +0.2% | 29,809 | $4.3M |
| JSF Financial, LLC | 0.95% | Reduce -9.1% | 29,368 | $4.3M |
| Heritage Oak Wealth Advisors LLC | 1.57% | Add +2.5% | 29,054 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | New | 28,700 | $4.2M |
| Sentinel Pension Advisors, LLC | 0.66% | Add +0.2% | 28,483 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +0.1% | 28,365 | $4.1M |
| Alliance Wealth Management Group | 0.92% | Add +28.1% | 28,360 | $4.1M |
| Bessemer Group Inc. | 0.01% | No change | 28,165 | $4.1M |
| Able Wealth Management LLC | 1.54% | Add +0.4% | 28,137 | $4.1M |
| Hoxton Planning & Management, LLC | 1.32% | Add +6.3% | 28,134 | $4.1M |
| Symphony Financial Services, Inc. | 2.20% | Add +0.1% | 28,077 | $4.1M |
| Gladstone Institutional Advisory LLC | 0.16% | Reduce -2.3% | 27,870 | $4.1M |
| Clark Asset Management, LLC | 0.47% | Add +35.2% | 27,834 | $4.1M |
| Fortress Financial Solutions, LLC | 4.41% | Reduce -2.4% | 27,782 | $4.0M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +15.0% | 27,612 | $4.0M |
| Forte Asset Management LLC | 1.93% | Add +0.3% | 27,502 | $4.0M |
| Private Trust Co. NA | 0.35% | Reduce -1.5% | 27,223 | $4.0M |
| Joel Isaacson & Co., LLC | 0.14% | Add +0.3% | 27,031 | $3.9M |
| N.E.W. Advisory Services LLC | 0.35% | Add +3.8% | 26,947 | $3.9M |
| Summit Investment Advisory Services, LLC | 1.56% | Add +0.1% | 26,893 | $3.9M |
| Claro Advisors Inc. | 0.57% | Add +5.8% | 26,841 | $3.9M |
| Voisard Asset Management Group, Inc. | 0.90% | Add +1.7% | 26,784 | $3.9M |
| Dorsey & Whitney Trust CO LLC | 0.21% | No change | 26,677 | $3.9M |
| Segment Wealth Management, LLC | 0.23% | Add +0.0% | 26,665 | $3.9M |
| Rf&l Wealth Management, LLC | 2.25% | Add +6.4% | 26,299 | $3.8M |
| Glass Jacobson Investment Advisors llc | 1.39% | Reduce -1.5% | 26,297 | $3.8M |
| Tudor Investment Corporation | 0.03% | Reduce -62.3% | 26,279 | $3.8M |
| Brown Advisory Inc. | 0.00% | Add +1.8% | 26,103 | $3.8M |
| TFC Financial Management, Inc. | 0.48% | Reduce -0.2% | 25,945 | $3.8M |
| Correct Capital Wealth Management | 0.69% | Add +14.1% | 25,888 | $3.8M |
| Drucker Wealth 3.0, LLC | 0.67% | No change | 25,799 | $3.8M |
| Blue Fin Capital, Inc. | 0.58% | Add +17.7% | 25,536 | $3.7M |
| Luminvest Wealth Management LLC | 1.21% | Add +0.7% | 25,486 | $3.7M |
| Oxford Financial Group, LTD. LLC | 0.21% | Reduce -8.2% | 25,367 | $3.7M |
| Alta Wealth Advisors LLC | 1.32% | Add +12.0% | 25,305 | $3.7M |
| Choate Investment Advisors | 0.08% | No change | 25,243 | $3.7M |
| Citigroup Inc. | 0.00% | Reduce -10.4% | 25,199 | $3.7M |
| BridgePort Financial Solutions, LLC | 0.99% | Add +0.7% | 25,179 | $3.7M |
| Nicholson Meyer Capital Management, Inc. | 2.82% | Reduce -1.4% | 25,162 | $3.7M |
| Nepc LLC | 0.10% | No change | 25,076 | $3.7M |
| Strategic Equity Management | 1.35% | Reduce -1.5% | 24,936 | $3.6M |
| Silvia McColl Wealth Management, LLC | 2.45% | No change | 24,800 | $3.6M |
| Rather & Kittrell, Inc. | 0.62% | Reduce -14.0% | 24,481 | $3.6M |
| Carr Financial Group Corp | 0.97% | Reduce -16.6% | 24,368 | $3.5M |
| Kings Path Partners LLC | 1.30% | Add +0.0% | 24,217 | $3.5M |
| ShoreHaven Wealth Partners, LLC | 1.30% | Reduce -3.6% | 24,210 | $3.5M |
| Formulate Financial LLC | 4.33% | — | 23,956 | $3.5M |
| Jefferies Financial Group Inc. | 0.03% | Add +0.0% | 23,828 | $3.5M |
| Debussy Capital Management LP | 0.49% | Reduce -0.8% | 23,714 | $3.5M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Reduce -4.2% | 23,697 | $3.5M |
| Curat Global, LLC | 3.20% | Add +7.1% | 23,451 | $3.4M |
| Tiaa Trust, National Association | 0.01% | Add +3.1% | 23,398 | $3.4M |
| SCS Capital Management LLC | 0.04% | Reduce -0.0% | 23,354 | $3.4M |
| Carrera Capital Advisors | 0.61% | Add +23.7% | 23,329 | $3.4M |
| Retirement Planning Group, LLC | 0.12% | Reduce -9.5% | 23,189 | $3.4M |
| Foster Group, Inc. | 0.11% | Reduce -2.4% | 23,135 | $3.4M |
| RFG Advisory, LLC | 0.07% | Reduce -0.6% | 22,870 | $3.3M |
| SC&H Financial Advisors, Inc. | 0.54% | Reduce -0.4% | 22,710 | $3.3M |
| Tenon Financial LLC | 1.69% | No change | 22,540 | $3.3M |
| RFP Financial Group LLC | 1.34% | Add +9.7% | 25,301 | $3.3M |
| Fiduciary Alliance LLC | 0.22% | Reduce -6.0% | 22,433 | $3.3M |
| Calton & Associates, Inc. | 0.49% | Reduce -1.3% | 22,401 | $3.3M |
| Discipline Wealth Solutions, LLC | 0.85% | Add +390.5% | 22,231 | $3.2M |
| Coldstream Capital Management Inc. | 0.04% | Add +72.0% | 22,084 | $3.2M |
| Apollon Financial, LLC | 0.53% | Add +0.1% | 21,860 | $3.2M |
| AE Wealth Management LLC | 0.02% | Add +3.7% | 21,698 | $3.2M |
| Bokf, NA | 0.05% | Reduce -4.8% | 21,692 | $3.2M |
| SFG Wealth Management, LLC. | 1.36% | Reduce -20.0% | 21,626 | $3.1M |
| Kelly Financial Services LLC | 0.81% | Reduce -8.3% | 21,547 | $3.1M |
| May Hill Capital, LLC | 0.92% | Reduce -11.3% | 21,532 | $3.1M |
| Signature Resources Capital Management, LLC | 1.70% | No change | 21,364 | $3.1M |
| Mayflower Financial Advisors, LLC | 0.39% | Add +0.4% | 21,321 | $3.1M |
| PFG Advisors | 0.13% | New | 21,270 | $3.1M |
| Quadrant Private Wealth Management, LLC | 0.56% | Reduce -0.4% | 21,150 | $3.1M |
| Lauterbach Financial Advisors, LLC | 1.54% | Reduce -0.3% | 20,994 | $3.1M |
| Vanguard Group Inc. | 0.00% | Add +3.1% | 20,978 | $3.1M |
| Buttonwood Financial Advisors Inc. | 1.05% | Reduce -2.2% | 20,939 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +7.9% | 20,861 | $3.0M |
| Curi Capital, LLC | 0.06% | Add +13.6% | 20,819 | $3.0M |
| AdvisorNet Financial, Inc | 0.17% | Reduce -2.1% | 20,416 | $3.0M |
| One Wealth Advisors, LLC | 0.37% | Reduce -0.4% | 20,370 | $3.0M |
| WealthCollab, LLC | 1.36% | Add +0.0% | 20,316 | $3.0M |
| TKG Advisors, LLC | 1.26% | No change | 20,160 | $2.9M |
| IHT Wealth Management, LLC | 0.07% | Add +7.8% | 19,931 | $2.9M |
| First National Bank & Trust Co. of Newtown | 0.55% | No change | 19,930 | $2.9M |
| Unique Wealth, LLC | 0.43% | Add +0.0% | 19,918 | $2.9M |
| Maltin Wealth Management, Inc. | 1.20% | Reduce -0.5% | 19,873 | $2.9M |
| Mutual Advisors, LLC | 0.06% | Add +1.0% | 19,692 | $2.9M |
| Agf Management Ltd. | 0.01% | No change | 19,775 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -7.1% | 19,736 | $2.9M |
| Diversify Advisory Services, LLC | 0.10% | Reduce -0.2% | 19,275 | $2.9M |
| Empowered Funds, LLC | 0.03% | New | 19,645 | $2.9M |
| Snider Financial Group | 0.78% | Add +2.1% | 19,559 | $2.8M |
| Evoke Wealth, LLC | 0.06% | Reduce -0.0% | 19,500 | $2.8M |
| Cascade Financial Partners, LLC | 0.33% | Add +0.1% | 19,495 | $2.8M |
| Schrum Private Wealth Management LLC | 2.08% | Add +5.2% | 19,488 | $2.8M |
| Quad-Cities Investment Group, LLC | 1.20% | Reduce -1.7% | 19,332 | $2.8M |
| Serenus Wealth Advisors, LLC | 0.48% | Add +6.0% | 19,292 | $2.8M |
| Great Point Wealth Advisors, LLC | 0.53% | — | 19,275 | $2.8M |
| Consolidated Portfolio Review Corp | 0.35% | Add +17.9% | 19,260 | $2.8M |
| Northwest Bancshares, Inc. | 0.47% | Reduce -2.9% | 19,229 | $2.8M |
| Essex Bank | 0.63% | Add +5.5% | 19,146 | $2.8M |
| Sage Financial Group Inc. | 0.19% | Add +2.2% | 18,921 | $2.8M |
| TD Private Client Wealth LLC | 0.06% | Add +11.5% | 18,623 | $2.7M |
| Elevation Capital Advisory, LLC | 1.08% | Add +30.1% | 18,614 | $2.7M |
| Associated Banc-Corp | 0.07% | Add +0.9% | 18,406 | $2.7M |
| Assetmark, Inc. | 0.01% | Add +21.6% | 18,246 | $2.7M |
| Integrity Alliance, Llc. | 0.13% | Add +7.2% | 18,203 | $2.7M |
| Keystone Financial Group, Inc. | 1.49% | Reduce -6.8% | 18,099 | $2.6M |
| Venturi Wealth Management, LLC | 0.12% | New | 17,988 | $2.6M |
| Parkwoods Wealth Partners, LLC | 0.87% | New | 17,481 | $2.5M |
| Morling Financial Advisors, LLC | 0.84% | No change | 17,349 | $2.5M |
| Wealth Group Ltd | 0.58% | Reduce -2.1% | 17,250 | $2.5M |
| Peak Financial Management, Inc. | 0.66% | Add +0.5% | 17,171 | $2.5M |
| Archer Investment Corp | 0.57% | Reduce -0.4% | 17,171 | $2.5M |
| Jackson Thornton Wealth Management, LLC | 0.25% | Add +31.1% | 16,859 | $2.5M |
| Farmers & Merchants Investments Inc. | 0.07% | Add +0.2% | 17,017 | $2.5M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +13.0% | 16,975 | $2.5M |
| Phillips Financial Management, LLC | 0.16% | Reduce -4.2% | 16,816 | $2.4M |
| Cardiff Park Advisors, LLC | 0.19% | Add +0.6% | 16,786 | $2.4M |
| Keybank National Association | 0.01% | Add +0.3% | 16,779 | $2.4M |
| Sowa Financial Group, Inc. | 1.37% | Add +0.1% | 16,734 | $2.4M |
| Cherry Tree Wealth Management, LLC | 0.53% | Reduce -0.5% | 16,683 | $2.4M |
| Manuka Financial, LLC | 1.49% | Add +2.9% | 16,422 | $2.4M |
| LaSalle St. Investment Advisors, LLC | 0.43% | Add +38.7% | 16,395 | $2.4M |
| Centerpoint Advisors, LLC | 0.73% | Add +0.1% | 16,242 | $2.4M |
| Birch Financial Group, LLC | 1.38% | Reduce -10.3% | 16,104 | $2.3M |
| Accredited Investors Inc. | 0.13% | Reduce -3.0% | 16,026 | $2.3M |
| Convergence Financial, LLC | 0.35% | Reduce -13.5% | 16,011 | $2.3M |
| Aaron Wealth Advisors LLC | 0.14% | Reduce -11.7% | 15,970 | $2.3M |
| Csenge Advisory Group | 0.11% | Reduce -2.0% | 15,927 | $2.3M |
| Tranquility Partners, LLC | 0.78% | Reduce -5.5% | 15,872 | $2.3M |
| Talisman Wealth Advisors LLC | 1.91% | Add +4.2% | 15,829 | $2.3M |
| Grey Ledge Advisors, LLC | 0.52% | Reduce -5.8% | 15,767 | $2.3M |
| McGlone Suttner Wealth Management, Inc. | 0.32% | Reduce -0.0% | 15,668 | $2.3M |
| NewEdge Wealth, LLC | 0.03% | Reduce -3.2% | 15,417 | $2.3M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.3% | 15,605 | $2.3M |
| BIP Wealth, LLC | 0.11% | Reduce -0.4% | 15,574 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +13.5% | 15,536 | $2.3M |
| Guidance Point Advisors, LLC | 0.56% | Reduce -0.1% | 15,482 | $2.3M |
| Trivium Point Advisory, LLC | 0.23% | Reduce -1.4% | 15,475 | $2.3M |
| Objective Capital Management, LLC | 2.32% | Add +0.2% | 15,390 | $2.2M |
| Financial Architects, LLC | 1.27% | No change | 15,280 | $2.2M |
| Stephens Inc. | 0.03% | No change | 15,253 | $2.2M |
| Compound Planning, Inc. | 0.07% | Reduce -14.7% | 14,958 | $2.2M |
| ZWJ Investment Counsel Inc. | 0.08% | Reduce -0.6% | 14,857 | $2.2M |
| World Investment Advisors | 0.04% | Reduce -6.5% | 14,816 | $2.2M |
| Wealth Effects LLC | 0.69% | Reduce -1.3% | 14,751 | $2.1M |
| Destiny Wealth Partners, LLC | 0.26% | No change | 14,732 | $2.1M |
| Signaturefd, LLC | 0.03% | Add +2.7% | 14,681 | $2.1M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -7.7% | 14,605 | $2.1M |
| Financial Management Professionals, Inc. | 0.22% | New | 14,566 | $2.1M |
| Cyndeo Wealth Partners, LLC | 0.12% | Reduce -0.1% | 14,463 | $2.1M |
| Pasadena Private Wealth, LLC | 0.30% | Add +14.3% | 14,341 | $2.1M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -6.7% | 14,337 | $2.1M |
| First Interstate Bank | 0.11% | Reduce -4.7% | 14,208 | $2.1M |
| ABLE Financial Group, LLC | 0.44% | Reduce -6.3% | 14,036 | $2.0M |
| Compass Ion Advisors, LLC | 0.20% | Add +1.1% | 14,011 | $2.0M |
| Robinson Smith Wealth Advisors LLC | 1.46% | Add +2.5% | 13,971 | $2.0M |
| Centennial Wealth Advisory LLC | 0.56% | Reduce -28.9% | 13,884 | $2.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +23.5% | 13,834 | $2.0M |
| Icon Wealth Advisors, LLC | 0.14% | No change | 13,880 | $2.0M |
| Whitcomb & Hess, Inc. | 0.51% | Reduce -4.4% | 13,720 | $2.0M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -8.9% | 13,417 | $2.0M |
| BlueStem Wealth Partners, LLC | 0.22% | Add +1.0% | 13,357 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +3.5% | 13,285 | $1.9M |
| Stephenson & Company, Inc. | 1.10% | No change | 13,202 | $1.9M |
| Balentine LLC | 0.07% | Add +115.7% | 13,198 | $1.9M |
| KOM Wealth Management Group, LLC | 1.45% | Reduce -2.6% | 13,125 | $1.9M |
| Westside Investment Management, Inc. | 0.30% | Reduce -0.3% | 13,003 | $1.9M |
| Prosperity Planning, Inc. | 0.71% | Reduce -0.5% | 12,989 | $1.9M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Reduce -1.0% | 12,913 | $1.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.22% | Add +5.2% | 12,869 | $1.9M |
| Berman McAleer LLC | 0.26% | — | 12,812 | $1.9M |
| Hobbs Group Advisors, LLC | 0.58% | Add +0.0% | 12,716 | $1.9M |
| Bogart Wealth, LLC | 0.08% | Add +0.2% | 12,713 | $1.9M |
| Prosperity Consulting Group, LLC | 0.09% | New | 12,650 | $1.8M |
| Northstar Financial Companies, Inc. | 1.70% | Reduce -6.1% | 12,633 | $1.8M |
| Patten Group, Inc. | 0.35% | Reduce -7.9% | 12,513 | $1.8M |
| Bank Hapoalim BM | 0.23% | No change | 12,444 | $1.8M |
| Parkside Investments, LLC | 0.22% | Reduce -0.1% | 12,289 | $1.8M |
| Insigneo Advisory Services, LLC | 0.13% | Add +3.4% | 12,282 | $1.8M |
| First Citizens Bank & Trust Co. | 0.04% | Add +115.3% | 12,262 | $1.8M |
| Rosenberg Matthew Hamilton | 0.39% | Reduce -7.0% | 12,230 | $1.8M |
| Gryphon Financial Partners LLC | 0.20% | Add +0.0% | 12,217 | $1.8M |
| Regency Capital Management Inc.\DE | 0.85% | Add +13.0% | 12,201 | $1.8M |
| SageView Advisory Group, LLC | 0.06% | Reduce -0.5% | 12,119 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -1.0% | 12,071 | $1.8M |
| Mill Creek Capital Advisors, LLC | 0.04% | Reduce -0.0% | 12,046 | $1.8M |
| Aft, Forsyth & Sober, LLC | 0.54% | Reduce -2.0% | 12,025 | $1.8M |
| Caliber Wealth Management, LLC / KS | 0.19% | Reduce -13.1% | 11,994 | $1.7M |
| Security Financial Services, INC. | 0.28% | Reduce -1.7% | 11,849 | $1.7M |
| TBH Global Asset Management, LLC | 0.33% | New | 11,779 | $1.7M |
| Pioneer Trust Bank N A | 0.40% | No change | 11,750 | $1.7M |
| Beacon Financial Advisory LLC | 0.39% | Reduce -3.7% | 11,685 | $1.7M |
| Bawa N Mallick Trust | 0.64% | Add +0.1% | 11,667 | $1.7M |
| Weaver Consulting Group | 0.43% | Reduce -0.1% | 11,647 | $1.7M |
| Klingman & Associates, LLC | 0.09% | Reduce -14.4% | 11,643 | $1.7M |
| Professional Financial Advisors, LLC | 0.35% | Reduce -0.0% | 11,486 | $1.7M |
| Pinnacle Financial Partners Inc | 0.04% | No change | 11,464 | $1.7M |
| Cahaba Wealth Management, Inc. | 0.12% | Add +16.1% | 11,464 | $1.7M |
| Riverbend Wealth Management, LLC | 1.16% | Add +9.6% | 11,418 | $1.7M |
| Finley Financial, LLC | 0.77% | No change | 11,375 | $1.7M |
| Hemington Wealth Management | 0.21% | No change | 11,359 | $1.7M |
| Invst, LLC | 0.19% | Reduce -27.2% | 11,354 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.9% | 11,350 | $1.7M |
| PCA Investment Advisory Services Inc. | 0.61% | New | 11,248 | $1.6M |
| Pinnacle Family Advisors, LLC | 0.71% | Add +0.1% | 11,215 | $1.6M |
| Magnolia Private Wealth, LLC | 1.19% | Reduce -34.2% | 11,178 | $1.6M |
| D'Orazio & Associates, Inc. | 0.21% | Reduce -0.7% | 11,106 | $1.6M |
| Mgo One Seven LLC | 0.04% | Reduce -1.5% | 11,091 | $1.6M |
| MN Wealth Advisors, LLC | 0.86% | Add +7.7% | 11,076 | $1.6M |
| Clarity Asset Management, Inc. | 0.90% | Add +0.3% | 10,998 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -0.9% | 10,887 | $1.6M |
| Legacy Advisors, LLC | 0.20% | — | 10,867 | $1.6M |
| Nemes Rush Group LLC | 0.16% | Reduce -0.5% | 10,863 | $1.6M |
| Westmount Partners, LLC | 0.41% | Add +0.9% | 10,784 | $1.6M |
| Fidelis Capital Partners, LLC | 0.12% | Reduce -5.7% | 10,695 | $1.6M |
| Coordinated Financial Services, Inc. | 1.01% | Add +0.0% | 10,659 | $1.6M |
| Marino, Stram & Associates LLC | 0.28% | Add +3.4% | 10,623 | $1.5M |
| Visionary Wealth Advisors | 0.07% | Add +0.4% | 10,612 | $1.5M |
| Midwest Trust Co | 0.02% | Add +31.4% | 10,605 | $1.5M |
| JDH Wealth Management, LLC | 1.10% | Reduce -9.1% | 10,599 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Reduce -2.5% | 10,598 | $1.5M |
| Madison Wealth Partners, Inc | 0.30% | Add +11.8% | 10,516 | $1.5M |
| Tennessee Valley Asset Management Partners | 0.21% | New | 10,462 | $1.5M |
| Integrated Advisors Network LLC | 0.06% | Add +1.1% | 10,406 | $1.5M |
| Tanglewood Legacy Advisors, LLC | 0.58% | Add +0.3% | 10,367 | $1.5M |
| Global View Capital Management LLC | 0.32% | Reduce -3.2% | 10,246 | $1.5M |
| Brooklyn Investment Group | 0.20% | No change | 11,087 | $1.5M |
| Sovereign Financial Group, Inc. | 0.28% | Add +0.1% | 10,175 | $1.5M |
| Ameritas Advisory Services, LLC | 0.10% | Add +135.8% | 10,126 | $1.5M |
| Index Fund Advisors, Inc. | 0.07% | No change | 10,109 | $1.5M |
| Financial & Tax Architects, LLC | 0.32% | New | 10,068 | $1.5M |
| Chicago Capital, LLC | 0.04% | Add +2.9% | 10,012 | $1.5M |
| Accelerate Investment Advisors LLC | 0.99% | Reduce -1.9% | 10,004 | $1.5M |
| Private Management Group Inc. | 0.04% | No change | 10,000 | $1.5M |
| Seaside Wealth Management, Inc. | 0.43% | No change | 9,976 | $1.5M |
| Cahill Financial Advisors Inc. | 0.16% | Add +0.1% | 9,929 | $1.4M |
| Meridian Wealth Partners, LLC | 0.20% | Reduce -5.4% | 9,918 | $1.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | No change | 9,831 | $1.4M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Add +2.4% | 9,829 | $1.4M |
| FourThought Financial Partners, LLC | 0.13% | No change | 9,796 | $1.4M |
| Fielder Capital Group LLC | 0.32% | No change | 9,685 | $1.4M |
| Institute for Wealth Management, LLC. | 0.15% | Add +2.1% | 9,679 | $1.4M |
| Penobscot Wealth Management | 0.45% | New | 9,672 | $1.4M |
| Sugar Maple Asset Management, LLC | 1.01% | Add +0.0% | 9,668 | $1.4M |
| Signature Wealth Management Partners, LLC | 0.74% | Add +0.6% | 9,645 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Add +1.0% | 9,585 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.13% | Reduce -7.5% | 9,567 | $1.4M |
| Wolff Wiese Magana LLC | 0.79% | Reduce -2.8% | 9,558 | $1.4M |
| Somerset Trust Co | 0.42% | No change | 9,385 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | Add +24.6% | 9,353 | $1.4M |
| Curated Wealth Partners LLC | 0.16% | No change | 9,301 | $1.4M |
| Savvy Advisors, Inc. | 0.06% | Reduce -5.1% | 9,275 | $1.4M |
| Earned Wealth Advisors, LLC | 0.22% | Reduce -1.6% | 9,256 | $1.3M |
| Krilogy Financial LLC | 0.05% | New | 9,082 | $1.3M |
| Pathway Financial Advisors LLC | 0.18% | No change | 9,200 | $1.3M |
| Bouvel Investment Partners, LLC | 0.41% | Reduce -2.5% | 9,188 | $1.3M |
| Baring Financial LLC | 0.91% | Reduce -2.2% | 9,154 | $1.3M |
| Money Concepts Capital Corp. | 0.08% | Add +0.2% | 9,152 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.04% | Add +16.5% | 9,151 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +1.6% | 9,149 | $1.3M |
| RHS Financial, LLC | 0.69% | Add +10.2% | 9,117 | $1.3M |
| Silver Oak Securities, Incorporated | 0.10% | Reduce -0.2% | 9,111 | $1.3M |
| MBL Wealth, LLC | 0.12% | Add +4.7% | 9,069 | $1.3M |
| Oakworth Capital, Inc. | 0.08% | No change | 9,066 | $1.3M |
| Almanack Investment Partners, LLC. | 0.20% | No change | 9,053 | $1.3M |
| Two Sigma Securities, LLC | 0.19% | Add +8.4% | 9,052 | $1.3M |
| Financial Consulate, Inc. | 0.19% | No change | 9,020 | $1.3M |
| Flywheel Private Wealth LLC | 1.02% | No change | 9,008 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.15% | No change | 8,952 | $1.3M |
| North Star Asset Management Inc. | 0.05% | Add +1.1% | 8,878 | $1.3M |
| Evernest Financial Advisors, LLC | 0.36% | Add +291.4% | 8,872 | $1.3M |
| Mayport, LLC | 0.28% | Add +0.0% | 8,827 | $1.3M |
| Fifth Third Bancorp | 0.00% | Add +0.3% | 8,819 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -61.7% | 8,800 | $1.3M |
| Base Wealth Management LLC | 0.73% | No change | 8,788 | $1.3M |
| Willow Creek Wealth Management Inc. | 0.11% | Add +12.5% | 8,782 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Add +4.8% | 8,738 | $1.3M |
| Eagle Bluffs Wealth Management LLC | 0.55% | Add +1.4% | 8,726 | $1.3M |
| Sprinkle Financial Consultants LLC | 0.71% | Add +0.3% | 8,698 | $1.3M |
| Helium Advisors LLC | 1.04% | Reduce -2.9% | 8,589 | $1.3M |
| Synovus Financial Corp. | 0.01% | Reduce -2.4% | 8,493 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -3.7% | 8,451 | $1.2M |
| Cooper Financial Group | 0.14% | Add +3.3% | 8,445 | $1.2M |
| Southeast Asset Advisors, LLC | 0.13% | Reduce -0.3% | 8,409 | $1.2M |
| Detalus Advisors, LLC | 0.32% | Reduce -3.1% | 8,407 | $1.2M |
| Mather Group, Llc. | 0.01% | Reduce -0.3% | 8,402 | $1.2M |
| LexAurum Advisors, LLC | 0.17% | Add +1.0% | 8,395 | $1.2M |
| NorthRock Partners, LLC | 0.02% | Add +40.3% | 8,353 | $1.2M |
| Cypress Wealth Services, LLC | 0.20% | Reduce -1.8% | 8,325 | $1.2M |
| Whitaker-Myers Wealth Managers, LTD. | 0.26% | Reduce -14.9% | 8,302 | $1.2M |
| Rodgers & Associates, LTD | 0.12% | Reduce -2.9% | 8,249 | $1.2M |
| Corrado Advisors, LLC | 0.65% | Add +1.8% | 8,245 | $1.2M |
| Apexium Financial, LP | 0.06% | Reduce -2.4% | 8,197 | $1.2M |
| Human Investing LLC | 0.18% | Add +4.3% | 8,195 | $1.2M |
| Sylvest Advisors, LLC | 0.64% | Reduce -1.7% | 8,181 | $1.2M |
| Horst & Graben Wealth Management LLC | 0.18% | Reduce -0.0% | 8,135 | $1.2M |
| Atwood & Palmer Inc. | 0.07% | Add +14.8% | 8,127 | $1.2M |
| Meridian Management Co. | 0.32% | No change | 8,100 | $1.2M |
| Advisors Capital Management, LLC | 0.01% | No change | 8,034 | $1.2M |
| Milestone Asset Management, LLC | 0.22% | Reduce -0.3% | 8,024 | $1.2M |
| Ground Swell Capital, LLC | 2.56% | New | 8,004 | $1.2M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -3.0% | 7,979 | $1.2M |
| Gibson Capital, LLC | 0.21% | Add +0.0% | 7,808 | $1.1M |
| L.K. Benson & Company, P.C. | 0.61% | Add +1.1% | 7,766 | $1.1M |
| Grange Capital, LLC | 1.09% | Reduce -1.3% | 7,727 | $1.1M |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -1.4% | 7,673 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +118.5% | 7,537 | $1.1M |
| Sfmg, LLC | 0.08% | Add +2.4% | 7,519 | $1.1M |
| Patten & Patten Inc. | 0.06% | Add +324.0% | 7,500 | $1.1M |
| Ervin Investment Management, LLC | 0.62% | New | 7,483 | $1.1M |
| Pinnacle Wealth Management Group, Inc. | 0.56% | Add +28.9% | 7,475 | $1.1M |
| Premier Path Wealth Partners, LLC | 0.14% | Add +1.0% | 7,473 | $1.1M |
| Keystone Wealth Services, LLC | 0.24% | Add +1.4% | 7,427 | $1.1M |
| Symphony Financial, Ltd. Co. | 0.13% | Add +6.3% | 7,440 | $1.1M |
| Windsor Capital Management, LLC | 0.30% | Reduce -0.2% | 7,388 | $1.1M |
| WealthShield Partners, LLC | 0.12% | Reduce -28.0% | 7,366 | $1.1M |
| Kovack Advisors, Inc. | 0.10% | Add +0.1% | 7,333 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +30.0% | 7,285 | $1.1M |
| Northwest Capital Management Inc | 1.12% | Reduce -1.0% | 7,283 | $1.1M |
| Ascent Group, LLC | 0.04% | Add +1.7% | 7,209 | $1.0M |
| Stonekeep Investments, LLC | 0.66% | Add +2.6% | 7,173 | $1.0M |
| PBMares Wealth Management LLC | 0.17% | Reduce -0.5% | 7,161 | $1.0M |
| Albion Financial Group | 0.06% | Add +3.7% | 7,139 | $1.0M |
| Cibc World Market Inc. | 0.00% | Add +7.5% | 7,105 | $1.0M |
| Orgel Wealth Management, LLC | 0.02% | No change | 7,065 | $1.0M |
| Kwmg, LLC | 0.09% | Add +3.5% | 7,049 | $1.0M |
| Transcend Capital Advisors, LLC | 0.07% | Reduce -18.5% | 7,020 | $1.0M |
| XY Planning Network, Inc. | 0.35% | No change | 7,563 | $1.0M |
| Capital City Trust Co. | 0.25% | No change | 6,992 | $1.0M |
| One Capital Management, LLC | 0.03% | Add +0.7% | 6,965 | $1.0M |
| EPG Wealth Management LLC | 0.28% | Add +0.3% | 6,963 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +69.2% | 6,954 | $1.0M |
| IFG Advisory, LLC | 0.05% | Add +2.0% | 6,902 | $1.0M |
| Rolek Wealth Management LLC | 0.75% | Add +3.3% | 6,868 | $1.0M |
| Fiduciary Advisors, Inc. | 0.80% | Add +3.5% | 6,816 | $993K |
| San Luis Wealth Advisors LLC | 0.18% | Reduce -9.2% | 6,792 | $989K |
| HCR Wealth Advisors | 0.10% | No change | 6,747 | $988K |
| Brio Consultants, LLC | 0.14% | No change | 6,777 | $987K |
| Vertex Planning Partners, LLC | 0.19% | Reduce -0.5% | 6,740 | $982K |
| Chesley Taft & Associates LLC | 0.04% | Add +3.5% | 6,723 | $979K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 6,716 | $978K |
| Boston Trust Walden Corp | 0.01% | New | 6,667 | $971K |
| Wedbush Securities Inc. | 0.03% | Reduce -42.3% | 6,648 | $968K |
| GHP Investment Advisors, Inc. | 0.04% | Reduce -4.3% | 6,615 | $964K |
| Soundwatch Capital LLC | 0.15% | Add +30.1% | 6,604 | $962K |
| Plante Moran Financial Advisors, LLC | 0.06% | Reduce -11.3% | 6,595 | $961K |
| TSA Wealth Managment LLC | 0.33% | Reduce -0.8% | 6,584 | $959K |
| Aspiring Ventures, LLC | 0.35% | No change | 6,548 | $954K |
| KPP Advisory Services LLC | 0.14% | Reduce -2.8% | 6,518 | $949K |
| Bond & Devick Financial Network, Inc. | 0.28% | Reduce -2.7% | 6,496 | $946K |
| Dana Investment Advisors, Inc. | 0.03% | No change | 6,491 | $945K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.20% | Add +0.1% | 6,429 | $936K |
| Brandywine Oak Private Wealth LLC | 0.08% | Add +3.7% | 6,408 | $933K |
| Outlook Wealth Advisors, LLC | 0.23% | No change | 6,365 | $927K |
| IFC Advisors LLC | 0.17% | Reduce -26.9% | 6,360 | $926K |
| Commerce Bank | 0.01% | Add +25.2% | 6,348 | $925K |
| ShankerValleau Wealth Advisors, Inc. | 0.24% | New | 6,316 | $920K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.19% | No change | 6,293 | $917K |
| First Trust Advisors LP | 0.00% | Reduce -2.3% | 6,264 | $912K |
| Adams Wealth Management | 0.20% | Reduce -19.0% | 6,259 | $912K |
| CacheTech Inc. | 0.18% | Reduce -19.0% | 6,259 | $912K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -16.9% | 6,238 | $909K |
| Ashton Thomas Securities, LLC | 0.13% | New | 6,237 | $908K |
| Truefg, LLC | 0.25% | Add +0.4% | 6,233 | $908K |
| Spire Wealth Management | 0.03% | Add +7.2% | 6,232 | $908K |
| Charter Oak Capital Management, LLC | 0.07% | Reduce -2.3% | 6,231 | $908K |
| Howe & Rusling Inc. | 0.06% | Reduce -13.2% | 6,193 | $902K |
| Watershed Private Wealth LLC | 0.28% | Reduce -0.1% | 6,185 | $901K |
| Harbor Investment Advisory, LLC | 0.07% | Add +1.4% | 6,129 | $893K |
| Nabity-Jensen Investment Management Inc | 0.62% | No change | 6,092 | $887K |
| Wilkins Miller Wealth Management, LLC | 0.55% | Add +21.4% | 6,060 | $883K |
| Bison Wealth, LLC | 0.08% | Add +44.9% | 5,912 | $882K |
| Retirement Investment Advisors, Inc. | 0.07% | New | 6,036 | $879K |
| Sound Stewardship, LLC | 0.42% | Reduce -7.3% | 6,015 | $876K |
| WJ Wealth Management, LLC | 0.38% | Reduce -51.2% | 5,876 | $875K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.1% | 6,001 | $874K |
| IFG Advisors, LLC | 0.14% | Add +0.6% | 5,992 | $873K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -3.3% | 5,949 | $871K |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -0.2% | 5,974 | $870K |
| Pacific Capital Wealth Advisors, Inc. | 0.15% | No change | 5,962 | $868K |
| Independent Advisor Alliance | 0.02% | Reduce -2.5% | 5,930 | $864K |
| Seven Mile Advisory | 0.14% | New | 5,929 | $864K |
| W Advisors, LLC | 0.45% | Add +0.1% | 5,912 | $861K |
| 5T Wealth, LLC | 0.38% | Add +15.2% | 5,906 | $860K |
| Davis R M Inc. | 0.01% | No change | 5,902 | $860K |
| Hancock Whitney Corp. | 0.02% | Reduce -3.7% | 5,873 | $855K |
| Keener Financial Planning LLC | 0.39% | No change | 5,836 | $850K |
| Gemmer Asset Management LLC | 0.07% | Add +0.3% | 5,818 | $847K |
| Beckerman Institutional, LLC | 0.50% | No change | 5,798 | $844K |
| BCS Wealth Management | 0.19% | Reduce -11.6% | 5,784 | $842K |
| German American Bancorp, Inc. | 0.07% | No change | 5,780 | $842K |
| McClarren Financial Advisors, Inc. | 0.51% | Reduce -0.3% | 5,779 | $842K |
| Optivise Advisory Services LLC | 0.50% | Reduce -50.7% | 5,765 | $840K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 5,757 | $839K |
| Arista Wealth Management, LLC | 0.10% | No change | 5,744 | $837K |
| Cypress Capital Group | 0.10% | No change | 5,729 | $834K |
| VeraBank, N.A. | 0.16% | No change | 5,721 | $833K |
| Larson Financial Group LLC | 0.03% | Reduce -5.3% | 5,716 | $833K |
| ZEGA Investments, LLC | 0.19% | Add +6.2% | 5,692 | $829K |
| Client 1ST Advisory Group, LLC | 0.27% | No change | 5,680 | $827K |
| True North Advisors, LLC | 0.13% | Reduce -3.0% | 5,673 | $826K |
| Biltmore Family Office, LLC | 0.12% | Add +5302.9% | 5,673 | $826K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -8.0% | 5,662 | $825K |
| Running Point Capital Advisors, LLC | 0.22% | No change | 5,635 | $821K |
| Kavar Capital Partners Group, LLC | 0.11% | Add +10.7% | 5,597 | $815K |
| Saxony Capital Management, LLC | 0.54% | New | 5,582 | $813K |
| CX Institutional | 0.02% | Add +38.7% | 5,577 | $812K |
| CGN Advisors LLC | 0.07% | Reduce -0.8% | 5,563 | $810K |
| Chapin Davis, Inc. | 0.20% | Add +11.8% | 5,563 | $810K |
| Legacy Solutions, LLC | 0.73% | Add +3.0% | 5,555 | $809K |
| Deutsche Bank AG | 0.00% | No change | 5,500 | $801K |
| Inman Jager Wealth Management, LLC | 0.51% | Reduce -2.5% | 5,481 | $798K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -1.8% | 5,455 | $795K |
| Pettinga Financial Advisors LLC | 0.15% | Add +0.0% | 5,337 | $777K |
| Whittier Trust Co. | 0.01% | No change | 5,295 | $776K |
| Capital Advisors Inc. | 0.01% | Add +0.1% | 5,313 | $774K |
| Precision Wealth Strategies, LLC | 0.25% | Reduce -3.2% | 5,297 | $772K |
| KERR FINANCIAL PLANNING Corp | 1.08% | — | 5,243 | $768K |
| Northeast Investment Management | 0.03% | No change | 5,217 | $760K |
| Tompkins Financial Corp. | 0.06% | No change | 5,180 | $754K |
| Tarbox Family Office, Inc. | 0.11% | No change | 5,167 | $753K |
| Thrive Wealth Management, LLC | 0.11% | Add +0.8% | 5,133 | $748K |
| Quarry Hill Advisors, LLC | 0.38% | No change | 5,101 | $743K |
| XML Financial, LLC | 0.06% | Reduce -14.0% | 5,097 | $742K |
| Raffa Wealth Management, LLC | 0.13% | No change | 5,092 | $742K |
| Fulton Breakefield Broenniman LLC | 0.05% | Reduce -49.7% | 5,082 | $740K |
| Madden Advisory Services, Inc. | 0.31% | Reduce -3.6% | 5,065 | $738K |
| Arete Wealth Advisors, LLC | 0.05% | Add +2.1% | 5,052 | $736K |
| Sharkey, Howes & Javer | 0.09% | No change | 5,014 | $730K |
| 1834 Investment Advisors Co. | 0.09% | Reduce -8.6% | 4,995 | $728K |
| Cadence Wealth Management LLC | 0.38% | Add +11.9% | 4,988 | $726K |
| First Manhattan Co. Llc. | 0.00% | Reduce -13.3% | 4,983 | $726K |
| Verdence Capital Advisors LLC | 0.04% | Add +2.4% | 4,836 | $724K |
| Principle Wealth Partners LLC | 0.04% | Add +0.1% | 4,961 | $723K |
| Keb Asset Management, LLC | 0.16% | No change | 4,949 | $721K |
| Falcon Wealth Planning | 0.06% | No change | 4,942 | $720K |
| Florida Trust Wealth Management Co | 0.02% | No change | 4,932 | $718K |
| WealthBridge Capital Management, LLC | 0.17% | Add +0.1% | 4,917 | $716K |
| Sharp Wealth Advisory, LLC | 0.39% | No change | 4,900 | $714K |
| Clear Point Advisors Inc. | 0.55% | Reduce -0.9% | 4,895 | $713K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +28.6% | 4,887 | $712K |
| Main Street Financial Solutions, LLC | 0.05% | Add +29.8% | 4,861 | $708K |
| Brookwood Investment Group LLC | 0.09% | Reduce -8.2% | 4,852 | $707K |
| Traphagen Investment Advisors LLC | 0.06% | Reduce -0.2% | 4,849 | $706K |
| Ofc Financial Planning, LLC | 0.70% | Add +3.4% | 4,841 | $705K |
| Cadent Capital Advisors, LLC | 0.19% | No change | 4,839 | $705K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -13.6% | 4,833 | $704K |
| Geometric Wealth Advisors | 0.09% | No change | 4,817 | $702K |
| First American Trust, FSB | 0.05% | Reduce -4.4% | 4,809 | $700K |
| FSM Wealth Advisors, LLC | 0.10% | Add +0.0% | 4,801 | $699K |
| Next Level Private LLC | 0.20% | Add +0.3% | 4,737 | $696K |
| Advyzon Investment Management, LLC | 0.12% | Add +17.8% | 4,740 | $690K |
| HHM Wealth Advisors, LLC | 0.08% | No change | 4,731 | $689K |
| ForthRight Wealth Management, LLC | 0.20% | Reduce -0.8% | 4,705 | $685K |
| Wetzel Investment Advisors, Inc. | 0.29% | Reduce -1.6% | 4,700 | $685K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +46.2% | 4,691 | $683K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +1.6% | 4,669 | $680K |
| Vicus Capital | 0.05% | Reduce -6.2% | 4,646 | $677K |
| Awm Capital, LLC | 0.06% | Add +0.2% | 4,628 | $674K |
| Old National Bancorp | 0.01% | Add +24.1% | 4,628 | $674K |
| Hilltop Partners LLC | 0.20% | Add +0.1% | 4,627 | $674K |
| MSH Capital Advisors LLC | 0.18% | Reduce -1.9% | 4,614 | $672K |
| Financial Alternatives, Inc | 0.41% | No change | 4,610 | $671K |
| CFO4Life Group, LLC | 0.10% | No change | 4,600 | $670K |
| Golden State Wealth Management, LLC | 0.07% | Reduce -6.5% | 4,595 | $669K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 4,592 | $669K |
| Wesbanco Bank Inc. | 0.02% | Add +0.3% | 4,591 | $669K |
| West Bancorporation Inc. | 0.37% | Add +9.7% | 4,583 | $668K |
| APS Management Group, Inc. | 0.59% | — | 4,578 | $667K |
| Paragon Advisors, LLC | 0.17% | Reduce -7.0% | 4,545 | $662K |
| Fisher Asset Management | 0.00% | Add +192.0% | 4,532 | $660K |
| QRG Capital Management, Inc. | 0.01% | Reduce -26.8% | 4,519 | $658K |
| Regal Investment Advisors LLC | 0.04% | Reduce -8.4% | 4,518 | $658K |
| Bristlecone Advisors, LLC | 0.06% | No change | 4,515 | $658K |
| ARS Wealth Advisors Group, LLC | 0.06% | Add +1.5% | 4,491 | $654K |
| Resurgent Financial Advisors LLC | 0.32% | No change | 4,489 | $654K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +3.2% | 4,484 | $653K |
| American Trust | 0.05% | Add +2.5% | 4,450 | $648K |
| Waldron Private Wealth LLC | 0.03% | No change | 4,449 | $648K |
| Panoramic Investment Advisors, LLC | 0.36% | Reduce -2.3% | 4,425 | $645K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.5% | 4,421 | $644K |
| Financial Strategies Group, Inc. | 0.12% | Reduce -4.9% | 4,298 | $641K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -61.6% | 4,400 | $641K |
| UNIVEST FINANCIAL Corp | 0.04% | Reduce -0.6% | 4,386 | $639K |
| Salem Investment Counselors Inc. | 0.02% | No change | 4,380 | $638K |
| Mach-1 Financial Group, LLC | 0.10% | New | 4,373 | $637K |
| Integrity Advisory Solutions, LLC | 0.10% | — | 4,373 | $637K |
| HRT Financial LP | 0.00% | New | 4,364 | $635K |
| Strait & Sound Wealth Management LLC | 0.24% | No change | 4,359 | $635K |
| Brass Tax Wealth Management, Inc. | 0.11% | No change | 4,359 | $635K |
| Zullo Investment Group, Inc. | 0.23% | Reduce -0.7% | 4,357 | $635K |
| Elevation Wealth Partners, LLC | 0.23% | Reduce -2.3% | 4,346 | $633K |
| C M Bidwell & Associates Ltd. | 0.30% | No change | 4,318 | $629K |
| IMA Advisory Services, Inc. | 0.06% | No change | 4,317 | $629K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -23.3% | 4,267 | $621K |
| Exit Wealth Advisors, LLC. | 0.41% | — | 4,246 | $618K |
| Carl P. Sherr & Co., LLC | 0.29% | No change | 4,236 | $617K |
| Sapient Capital LLC | 0.01% | Reduce -0.2% | 4,228 | $614K |
| American National Bank & Trust | 0.06% | Reduce -6.0% | 4,198 | $611K |
| Arlington Trust Co LLC | 0.11% | Reduce -16.1% | 4,176 | $608K |
| Stone Summit Wealth LLC | 0.17% | No change | 4,171 | $608K |
| Eaton-Cambridge Inc. | 0.21% | No change | 4,168 | $607K |
| VERITY Wealth Advisors | 0.38% | Reduce -2.7% | 4,165 | $607K |
| Rossmore Private Capital | 0.07% | No change | 4,150 | $604K |
| Asset Allocation & Management Company, LLC | 0.26% | No change | 4,143 | $603K |
| GEN Financial Management, INC. | 0.52% | No change | 4,137 | $603K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 4,122 | $600K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,103 | $598K |
| GAMMA Investing LLC | 0.03% | Add +3.4% | 4,087 | $595K |
| Norden Group LLC | 0.06% | Add +9.4% | 4,044 | $589K |
| Integras Partners LLC | 0.47% | Add +6.5% | 4,028 | $587K |
| Citizens Financial Group Inc. | 0.01% | No change | 4,017 | $585K |
| Successful Portfolios LLC | 0.34% | Add +29.9% | 4,000 | $583K |
| Cordant, Inc. | 0.26% | No change | 3,980 | $580K |
| Pioneer Wealth Management Group | 0.19% | No change | 3,975 | $579K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.38% | Reduce -0.2% | 3,879 | $576K |
| Milestone Asset Management Group, LLC | 0.36% | Reduce -2.3% | 3,952 | $576K |
| Benjamin Edwards Inc. | 0.01% | Add +9.5% | 3,927 | $572K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.11% | Reduce -3.6% | 3,925 | $572K |
| Warren Street Wealth Advisors, LLC | 0.17% | Add +15.7% | 3,916 | $570K |
| William Howard & Co Financial Advisors Inc | 0.48% | Reduce -1.3% | 3,904 | $569K |
| North Ridge Wealth Advisors, Inc. | 0.33% | Reduce -16.9% | 3,903 | $568K |
| Strategies Wealth Advisors, LLC | 0.06% | Reduce -29.0% | 3,899 | $568K |
| Wealth Alliance, LLC | 0.06% | Add +21.7% | 3,888 | $566K |
| River Street Advisors LLC | 0.22% | Reduce -0.4% | 3,885 | $566K |
| Opes Wealth Management LLC | 0.10% | Reduce -3.5% | 3,882 | $565K |
| Mission Creek Capital Partners, Inc. | 0.11% | No change | 3,881 | $565K |
| Sovran Advisors, LLC | 0.05% | Add +71.7% | 3,797 | $563K |
| Tradewinds Capital Management, LLC | 0.13% | No change | 3,847 | $560K |
| Genesis Wealth Advisors, LLC | 0.39% | Reduce -0.8% | 3,839 | $559K |
| Cullen Investment Group, LTD. | 0.07% | Reduce -22.8% | 3,795 | $556K |
| Two Sigma Investments, LP | 0.00% | Reduce -97.7% | 3,800 | $553K |
| Parr McKnight Wealth Management Group, LLC | 0.07% | Reduce -15.0% | 3,798 | $553K |
| Poinciana Advisors Group, LLC | 0.47% | Add +6.8% | 3,792 | $552K |
| Eq LLC | 0.19% | Reduce -5.3% | 3,787 | $552K |
| Harbor Group, Inc. | 0.09% | Add +0.6% | 3,773 | $549K |
| Evanson Asset Management, LLC | 0.03% | No change | 3,771 | $549K |
| Power Wealth Management LLC | 0.20% | Add +3.9% | 3,725 | $543K |
| Fragasso Financial Advisors Inc | 0.03% | Add +48.1% | 3,703 | $542K |
| Comprehensive Financial Planning, Inc. | 0.37% | Add +0.3% | 3,724 | $542K |
| Roundview Capital LLC | 0.03% | No change | 3,722 | $542K |
| NTV Asset Management LLC | 0.06% | No change | 3,698 | $539K |
| Culbertson A N & Co. Inc. | 0.08% | No change | 3,695 | $538K |
| W.H. Cornerstone Investments Inc. | 0.33% | Add +0.3% | 3,675 | $535K |
| Calamos Wealth Management LLC | 0.02% | Reduce -12.8% | 3,673 | $535K |
| CoreCap Advisors, LLC | 0.02% | Add +0.3% | 3,663 | $534K |
| Trinity Financial Advisors LLC | 0.15% | Reduce -2.2% | 3,662 | $533K |
| Trademark Financial Management, LLC | 0.31% | Add +2.8% | 3,628 | $528K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -2.7% | 3,626 | $528K |
| Moment Partners, LLC | 0.09% | Add +1.2% | 3,623 | $528K |
| McNaughton Wealth Management, LLC | 0.22% | Reduce -2.6% | 3,601 | $524K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -15.0% | 3,600 | $524K |
| Marietta Wealth Management, LLC | 0.06% | Add +7.8% | 3,595 | $524K |
| OLIO Financial Planning | 0.15% | No change | 3,588 | $523K |
| Laurel Wealth Advisors LLC | 0.07% | No change | 3,580 | $521K |
| Denver Wealth Management, Inc. | 0.19% | Add +19.7% | 3,569 | $520K |
| Busey Bank | 0.01% | New | 3,546 | $516K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -2.7% | 3,530 | $514K |
| Colonial Trust Co / SC | 0.07% | No change | 3,526 | $514K |
| Reston Wealth Management LLC | 0.17% | Add +0.3% | 3,524 | $513K |
| Financial Freedom, LLC | 0.26% | No change | 3,522 | $513K |
| KKM Financial LLC | 0.16% | No change | 3,510 | $511K |
| Private Capital Advisors, Inc. | 0.06% | No change | 3,505 | $511K |
| Advisor OS, LLC | 0.04% | Add +17.4% | 3,503 | $510K |
| YANKCOM Partnership | 0.23% | No change | 3,500 | $510K |
| Raleigh Capital Management Inc. | 0.19% | Reduce -0.1% | 3,500 | $510K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -1.1% | 3,492 | $509K |
| Penney Financial, LLC | 0.23% | New | 3,481 | $507K |
| Tritonpoint Wealth, LLC | 0.04% | Add +1.2% | 3,479 | $507K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -12.0% | 3,477 | $506K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +95.4% | 3,461 | $505K |
| WorthPointe, LLC | 0.19% | Add +31.5% | 3,458 | $504K |
| Kickstand Ventures, Llc. | 0.11% | No change | 3,438 | $501K |
| Wealth Alliance Advisory Group, LLC | 0.09% | Reduce -20.2% | 3,425 | $499K |
| Rik Saylor Financial, Inc. | 0.36% | Reduce -1.6% | 3,412 | $497K |
| Ruggaard & Associates LLC | 0.19% | No change | 3,410 | $497K |
| Main Street Research LLC | 0.03% | No change | 3,405 | $496K |
| MKD Wealth Coaches, LLC | 0.49% | No change | 3,394 | $494K |
| AF Advisors, Inc. | 0.20% | No change | 3,379 | $492K |
| Salomon & Ludwin, LLC | 0.04% | Reduce -32.6% | 3,351 | $491K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -19.0% | 3,366 | $490K |
| West Branch Capital LLC | 0.13% | Add +7.4% | 3,362 | $490K |
| Gateway Wealth Partners, LLC | 0.07% | Add +3.2% | 3,349 | $488K |
| Rothschild Wealth LLC | 0.11% | Add +9.2% | 3,347 | $488K |
| National Wealth Management Group, LLC | 0.18% | Add +40.0% | 3,345 | $487K |
| Crewe Advisors LLC | 0.05% | Add +0.6% | 3,340 | $486K |
| Cambridge Financial Group, LLC | 0.16% | Add +0.1% | 3,336 | $486K |
| Aureus Asset Management, LLC | 0.03% | No change | 3,323 | $484K |
| Level Financial Advisors | 0.14% | Add +0.1% | 3,313 | $483K |
| Norris Perne & French LLP | 0.03% | Add +1.0% | 3,297 | $480K |
| Total Wealth Planning, LLC | 0.06% | No change | 3,296 | $480K |
| Verus Capital Partners, LLC | 0.04% | Add +0.0% | 3,288 | $479K |
| Valtinson Bruner Financial Planning LLC | 0.14% | No change | 3,268 | $476K |
| RW Investment Management LLC | 0.05% | Reduce -1.3% | 3,263 | $475K |
| Dunhill Financial, LLC | 0.16% | Reduce -65.3% | 3,236 | $471K |
| Commons Capital, LLC | 0.31% | Reduce -0.2% | 3,220 | $469K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.1% | 3,205 | $467K |
| Rockwood Wealth Management, LLC | 0.04% | Add +59.1% | 3,199 | $466K |
| Retirement Capital Strategies | 0.18% | No change | 3,184 | $464K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.0% | 3,145 | $458K |
| Team Hewins, LLC | 0.15% | Add +21.3% | 3,130 | $456K |
| Inscription Capital, LLC | 0.05% | Reduce -1.4% | 3,126 | $455K |
| Encompass Wealth Advisors, LLC | 0.15% | Reduce -1.6% | 3,107 | $453K |
| Avion Wealth | 0.10% | No change | 3,107 | $452K |
| Childress Capital Advisors, LLC | 0.08% | No change | 3,100 | $452K |
| 49 Wealth Management, LLC | 0.04% | Add +25.8% | 3,084 | $449K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.08% | Reduce -1.7% | 3,082 | $449K |
| Atria Investments, Inc | 0.01% | Reduce -4.9% | 3,073 | $448K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.3% | 3,055 | $445K |
| Pursue Wealth Partners LLC | 0.24% | No change | 3,045 | $444K |
| Wealthcare Capital Partners, LLC | 0.20% | Reduce -1.3% | 3,044 | $443K |
| Forum Financial Management, LP | 0.01% | No change | 3,036 | $442K |
| Wellspring Financial Advisors, LLC | 0.04% | Reduce -9.8% | 3,035 | $442K |
| Radnor Capital Management, LLC | 0.07% | Reduce -2.3% | 3,011 | $439K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 2,998 | $437K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 2,995 | $436K |
| Farnam Financial LLC | 0.34% | No change | 2,990 | $435K |
| AMG National Trust Bank | 0.01% | No change | 2,989 | $435K |
| Haverford Trust Co | 0.00% | No change | 2,987 | $435K |
| Victory Financial Group, LLC | 0.06% | Reduce -1.4% | 2,984 | $435K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,980 | $434K |
| Live Oak Private Wealth LLC | 0.06% | Reduce -3.5% | 2,949 | $430K |
| Carbahal Olsen Financial Services Group, LLC | 0.34% | No change | 2,948 | $429K |
| Pitcairn Co. | 0.03% | New | 2,942 | $429K |
| Mengis Capital Management, Inc. | 0.08% | No change | 2,926 | $426K |
| High Falls Advisors, Inc | 0.09% | Reduce -0.2% | 2,902 | $423K |
| HUB Investment Partners, LLC | 0.02% | Reduce -25.9% | 2,886 | $420K |
| Diversified Trust Co. | 0.01% | No change | 2,883 | $420K |
| Trust Co. of Toledo NA | 0.04% | No change | 2,881 | $420K |
| First Commonwealth Financial Corp | 0.07% | No change | 2,878 | $419K |
| Seldon Capital LP | 0.15% | No change | 2,876 | $419K |
| Old Mission Capital LLC | 0.01% | New | 2,868 | $418K |
| Darden Wealth Group Inc | 0.22% | No change | 2,859 | $416K |
| Five Oceans Advisors | 0.15% | No change | 2,851 | $415K |
| Carnegie Investment Counsel | 0.01% | No change | 2,851 | $415K |
| Kathleen S. Wright Associates Inc. | 0.15% | No change | 2,840 | $414K |
| Planning Alternatives Ltd. | 0.05% | Reduce -0.3% | 2,839 | $414K |
| Sunpointe, LLC | 0.15% | Add +0.3% | 2,835 | $413K |
| Long Run Wealth Advisors, LLC | 0.08% | Add +8.3% | 2,832 | $412K |
| Regions Financial Corp. | 0.00% | Add +2.4% | 2,831 | $412K |
| Zacks Investment Management | 0.00% | Reduce -1.7% | 2,830 | $412K |
| Centurion Wealth Management LLC | 0.09% | Add +0.1% | 2,829 | $412K |
| Capstone Wealth Management, LLC | 0.32% | Reduce -6.9% | 2,829 | $412K |
| Great Waters Wealth Management | 0.05% | Reduce -0.0% | 2,811 | $409K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 2,808 | $409K |
| Alaethes Wealth, LLC | 0.12% | No change | 2,805 | $409K |
| Shira Ridge Wealth Management | 0.17% | No change | 2,785 | $406K |
| Cadinha & Co. LLC | 0.05% | Add +1.5% | 2,772 | $404K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 2,761 | $402K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 2,758 | $402K |
| MJP Associates Inc. | 0.05% | Add +23.4% | 2,745 | $400K |
| Greatmark Investment Partners, Inc. | 0.05% | Add +0.3% | 2,727 | $397K |
| McGuire Investment Group, LLC | 0.04% | Reduce -17.3% | 2,697 | $393K |
| Sincerus Advisory, LLC | 0.34% | Add +0.1% | 2,696 | $393K |
| AlphaCore Capital LLC | 0.01% | Add +0.1% | 2,689 | $392K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +0.9% | 2,676 | $390K |
| Financial Symmetry Inc | 0.17% | Add +24.9% | 2,666 | $388K |
| Appleton Partners Inc. | 0.03% | Reduce -4.0% | 2,661 | $388K |
| NWK Group, Inc. | 0.13% | New | 2,654 | $387K |
| RCS Financial Planning, LLC | 0.17% | Reduce -0.9% | 2,649 | $386K |
| Compton Financial Group, LLC | 0.09% | No change | 2,645 | $385K |
| Strategic Financial Concepts, LLC | 0.06% | Reduce -63.9% | 2,645 | $385K |
| Barnes Pettey Financial Advisors, LLC | 0.21% | No change | 2,639 | $384K |
| Silverlake Wealth Management LLC | 0.09% | Reduce -79.1% | 2,613 | $381K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +0.2% | 2,607 | $380K |
| InTrack Investment Management Inc | 0.23% | No change | 2,600 | $379K |
| Optimum Investment Advisors | 0.15% | Add +1.8% | 2,594 | $378K |
| HT Partners LLC | 0.11% | Reduce -1.2% | 2,554 | $372K |
| Shorepoint Capital Partners LLC | 0.07% | — | 2,528 | $368K |
| DecisionMap Wealth Management, LLC | 0.24% | Reduce -6.6% | 2,520 | $367K |
| Barrett & Company, Inc. | 0.13% | Add +0.1% | 2,510 | $366K |
| BSW Wealth Partners | 0.05% | No change | 2,509 | $365K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -2.6% | 2,502 | $364K |
| Penn Davis McFarland Inc. | 0.04% | No change | 2,500 | $364K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 2,500 | $364K |
| Atticus Wealth Management, LLC | 0.09% | Add +0.2% | 2,498 | $364K |
| Hardin Capital Partners, LLC | 0.19% | Reduce -4.4% | 2,495 | $363K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +0.0% | 2,493 | $363K |
| Ascent Wealth Partners, LLC | 0.04% | No change | 2,493 | $363K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 2,489 | $363K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -26.5% | 2,488 | $362K |
| Frisch Financial Group, Inc. | 0.08% | No change | 2,480 | $361K |
| Principia Wealth Advisory, LLC | 0.26% | Reduce -1.0% | 2,478 | $361K |
| Traynor Capital Management, Inc. | 0.02% | Add +58.6% | 2,475 | $360K |
| Carter Financial Group, INC. | 0.22% | Reduce -14.9% | 2,469 | $360K |
| PFW Advisors LLC | 0.11% | Reduce -8.7% | 2,465 | $359K |
| Prudent Investors Network, Inc. | 0.09% | Add +39.4% | 2,464 | $359K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | Reduce -5.2% | 2,455 | $358K |
| CRA Financial Services, LLC | 0.05% | Reduce -2.0% | 2,454 | $357K |
| Shepherd Financial Partners LLC | 0.03% | No change | 2,450 | $357K |
| Old Mission Investment Co LLC | 0.09% | Reduce -6.3% | 2,447 | $356K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -19.8% | 2,434 | $355K |
| Old Second National Bank of Aurora | 0.07% | Add +1.0% | 2,425 | $353K |
| Johnson Financial Group, LLC | 0.03% | New | 2,424 | $353K |
| Traveka Wealth, LLC | 0.16% | Reduce -2.7% | 2,414 | $352K |
| Gutierrez Wealth Advisory, LLC | 0.22% | Add +0.3% | 2,410 | $351K |
| ARS Investment Partners, LLC | 0.02% | No change | 2,409 | $351K |
| Proffitt & Goodson Inc. | 0.05% | Reduce -9.7% | 2,402 | $350K |
| Smithbridge Asset Management Inc. | 0.05% | No change | 2,400 | $350K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.3% | 2,388 | $349K |
| Bailard, Inc. | 0.01% | No change | 2,390 | $348K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -6.8% | 2,390 | $348K |
| tru Independence LLC | 0.09% | New | 2,389 | $348K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,376 | $346K |
| Continuum Advisory, LLC | 0.04% | Reduce -4.1% | 2,374 | $346K |
| Garde Capital, Inc. | 0.02% | No change | 2,365 | $344K |
| BAM Wealth Management, LLC | 0.27% | — | 2,358 | $343K |
| Richards, Merrill & Peterson, Inc. | 0.15% | No change | 2,350 | $342K |
| Mitchell Sinkler & Starr | 0.15% | No change | 2,345 | $342K |
| Sensible Money, LLC | 0.12% | No change | 2,342 | $341K |
| Root Financial Partners, LLC | 0.02% | Add +22.2% | 2,337 | $340K |
| PGIM Custom Harvest LLC | 0.01% | Add +8.2% | 2,334 | $340K |
| NovaPoint Capital, LLC | 0.08% | New | 2,327 | $339K |
| First Fiduciary Investment Counsel, Inc. | 0.07% | Reduce -2.8% | 2,323 | $338K |
| Sterling Investment Advisors LLC | 0.17% | Add +62.9% | 2,315 | $337K |
| Everstar Asset Management, LLC | 0.19% | Reduce -15.5% | 2,313 | $337K |
| Tidemark, LLC | 0.10% | No change | 2,300 | $335K |
| ORG Partners LLC | 0.06% | Add +4.2% | 2,288 | $333K |
| Johnson Wealth Management, LLC | 0.18% | — | 2,279 | $332K |
| Crew Capital Management, Ltd | 0.22% | No change | 2,278 | $332K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 2,258 | $329K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.2% | 2,251 | $328K |
| SwitchPoint Financial Planning, LLC | 0.24% | No change | 2,250 | $328K |
| Efficient Advisors, LLC | 0.02% | Reduce -13.7% | 2,247 | $327K |
| Birchcreek Wealth Management, LLC | 0.17% | Add +2.5% | 2,238 | $326K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 2,234 | $325K |
| International Assets Investment Management, LLC | 0.03% | No change | 2,410 | $325K |
| Cranbrook Wealth Management, LLC | 0.07% | Reduce -4.2% | 2,228 | $325K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 2,220 | $323K |
| Integris Wealth Management, LLC | 0.08% | No change | 2,217 | $323K |
| Axis Wealth Partners, LLC | 0.19% | Add +0.7% | 2,210 | $322K |
| Altfest L J & Co. Inc. | 0.04% | Add +0.3% | 2,207 | $321K |
| G&S Capital LLC | 0.12% | Add +25.2% | 2,207 | $321K |
| Grove Street Fiduciary, LLC | 0.15% | No change | 2,206 | $321K |
| Rothschild Investment LLC | 0.02% | No change | 2,201 | $321K |
| Sowell Financial Services LLC | 0.01% | Add +0.5% | 2,200 | $320K |
| Turn8 Private Wealth Inc. | 0.23% | Add +1.2% | 2,197 | $320K |
| Gries Financial LLC | 0.05% | Reduce -90.1% | 2,185 | $318K |
| Lanark Financial, Inc. | 0.02% | No change | 2,178 | $317K |
| Headinvest, LLC | 0.07% | Add +2.7% | 2,176 | $317K |
| RKL Wealth Management LLC | 0.03% | Add +0.1% | 2,170 | $316K |
| Colton Groome Financial Advisors, LLC | 0.10% | No change | 2,169 | $316K |
| Mattern Capital Management, LLC | 0.04% | No change | 2,168 | $316K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,155 | $314K |
| Hibernia Wealth Partners, LLC | 0.20% | Reduce -47.4% | 2,142 | $312K |
| Occidental Asset Management, LLC | 0.04% | No change | 2,136 | $311K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -6.6% | 2,116 | $308K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -1.8% | 2,114 | $308K |
| Lake Street Private Wealth, LLC | 0.04% | New | 2,113 | $308K |
| Garrison Point Advisors, LLC | 0.13% | Reduce -1.2% | 2,107 | $307K |
| Ayrshire Capital Management LLC | 0.14% | Add +5.1% | 2,087 | $304K |
| Jacksonville Wealth Management, LLC | 0.22% | No change | 2,083 | $303K |
| Kanawha Capital Management LLC | 0.02% | Reduce -30.5% | 2,081 | $303K |
| Wealth Dimensions Group, Ltd. | 0.06% | No change | 2,080 | $303K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +6.0% | 2,079 | $303K |
| SkyOak Wealth, LLC | 0.06% | No change | 2,079 | $303K |
| Magnus Financial Group LLC | 0.02% | Reduce -1.1% | 2,079 | $303K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -51.1% | 2,061 | $300K |
| Rialto Wealth Management, LLC | 0.08% | Reduce -3.0% | 2,057 | $300K |
| ONE Advisory Partners, LLC | 0.09% | Reduce -1.0% | 2,056 | $298K |
| Passive Capital Management, LLC. | 0.10% | No change | 2,048 | $298K |
| Raab & Moskowitz Asset Management LLC | 0.07% | Add +1.4% | 2,045 | $298K |
| Arcadia Wealth Management, Inc. | 0.18% | No change | 2,040 | $297K |
| Financial Management Network Inc. | 0.05% | Reduce -0.8% | 2,013 | $296K |
| Ledyard National Bank | 0.03% | Reduce -1.0% | 2,032 | $296K |
| FC Advisory LLC | 0.09% | Add +0.3% | 2,028 | $295K |
| Tandem Capital Management Corp. | 0.14% | No change | 2,012 | $293K |
| Creative Financial Designs Inc. | 0.02% | Add +0.1% | 2,007 | $292K |
| Cozad Asset Management Inc. | 0.02% | Reduce -0.8% | 2,007 | $292K |
| DGS Capital Management, LLC | 0.05% | Add +7.4% | 2,004 | $292K |
| Rathbones Group PLC | 0.00% | No change | 2,000 | $291K |
| Commonwealth Financial Services, LLC | 0.05% | Add +2.5% | 1,989 | $290K |
| Disciplined Investments, LLC | 0.11% | Reduce -42.8% | 1,968 | $287K |
| Linscomb Wealth, Inc. | 0.01% | Add +4.2% | 1,966 | $286K |
| Smith Salley Wealth Management | 0.01% | Reduce -33.0% | 1,966 | $286K |
| Crumly & Associates Inc. | 0.06% | No change | 1,965 | $286K |
| Parsons Capital Management Inc. | 0.02% | No change | 1,945 | $283K |
| WealthTrust Axiom LLC | 0.08% | No change | 1,937 | $282K |
| Key Financial Inc | 0.05% | No change | 1,913 | $280K |
| Westchester Capital Management, Inc. | 0.06% | New | 1,912 | $278K |
| Latitude Advisors, LLC | 0.13% | Add +0.9% | 1,910 | $278K |
| Allen Capital Group, LLC | 0.03% | Add +2.4% | 1,910 | $278K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -54.6% | 1,909 | $278K |
| 4J Wealth Management LLC | 0.16% | No change | 1,909 | $278K |
| Scratch Capital LLC | 0.18% | Reduce -2.6% | 1,902 | $277K |
| Argyle Capital Partners, LLC | 0.20% | Reduce -3.2% | 1,901 | $277K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | No change | 1,901 | $276K |
| GoalVest Advisory LLC | 0.06% | No change | 1,894 | $276K |
| Planning Directions Inc. | 0.14% | Reduce -0.9% | 1,893 | $276K |
| LM Advisors LLC | 0.04% | No change | 1,888 | $275K |
| Worth Financial Advisory Group, LLC | 0.15% | No change | 1,887 | $275K |
| Nottingham Advisors, Inc. | 0.04% | No change | 1,886 | $275K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 1,876 | $273K |
| WFA of San Diego, LLC | 0.19% | No change | 1,875 | $273K |
| Beacon Capital Management, LLC | 0.04% | Add +4.0% | 1,865 | $272K |
| Wealthgarden F.S. LLC | 0.19% | No change | 1,849 | $272K |
| Relyea Zuckerberg Hanson LLC | 0.03% | Add +0.1% | 1,858 | $271K |
| Ignite Planners, LLC | 0.04% | Reduce -7.2% | 1,857 | $270K |
| Range Financial Group LLC | 0.10% | Add +0.3% | 1,850 | $269K |
| Lantz Financial LLC | 0.06% | No change | 1,849 | $269K |
| BetterWealth, LLC | 0.06% | New | 1,845 | $269K |
| Leavell Investment Management, Inc. | 0.01% | Add +8.7% | 1,842 | $268K |
| Madison Park Capital Advisors, LLC | 0.22% | New | 1,837 | $268K |
| McDonough Capital Management, Inc | 0.13% | Reduce -0.1% | 1,828 | $266K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -2.7% | 1,827 | $266K |
| Colonial Trust Advisors | 0.02% | Reduce -5.2% | 1,825 | $266K |
| Defined Wealth Management, LLC | 0.15% | No change | 1,817 | $265K |
| Davis Wealth Advisors, LLC | 0.24% | No change | 1,815 | $264K |
| Firethorn Wealth Partners, LLC | 0.10% | Reduce -3.8% | 1,815 | $264K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -5.6% | 1,812 | $264K |
| Signet Financial Management, LLC | 0.03% | No change | 1,804 | $263K |
| Gradient Investments LLC | 0.00% | Add +5.5% | 1,804 | $263K |
| Two West Capital Advisors LLC | 0.16% | Reduce -6.2% | 1,773 | $263K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -14.1% | 1,801 | $262K |
| Liberty Wealth Management LLC | 0.04% | Add +0.3% | 1,794 | $261K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -15.2% | 1,789 | $261K |
| Allred Capital Management, LLC | 0.09% | No change | 1,787 | $260K |
| Edgestream Partners, L.P. | 0.01% | Reduce -37.0% | 1,785 | $260K |
| Paragon Financial Partners, Inc. | 0.16% | No change | 1,783 | $260K |
| Heritage Investment Group, Inc. | 0.04% | Add +0.6% | 1,783 | $260K |
| Virtue Capital Management, LLC | 0.04% | Reduce -92.6% | 2,093 | $259K |
| Kestra Investment Management, LLC | 0.01% | New | 1,775 | $258K |
| Jackson, Grant Investment Advisers, Inc. | 0.09% | Add +0.2% | 1,774 | $258K |
| Southern Capital Advisors, LLC | 0.12% | Add +16.9% | 1,773 | $258K |
| Centennial Bank | 0.10% | No change | 1,773 | $258K |
| Hilltop Holdings Inc. | 0.01% | Reduce -10.8% | 1,772 | $258K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 1,761 | $257K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -16.2% | 1,765 | $257K |
| Wealth Management Partners, LLC | 0.08% | No change | 1,752 | $255K |
| Pinnacle Financial Group, LLC / IL | 0.08% | Add +0.1% | 1,751 | $255K |
| Rovin Capital /Ut/ | 0.07% | Reduce -7.9% | 1,748 | $255K |
| Petros Family Wealth, LLC | 0.21% | Reduce -4.3% | 1,749 | $255K |
| Nvwm, LLC | 0.06% | No change | 1,735 | $253K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -25.9% | 1,727 | $252K |
| Accel Wealth Management | 0.07% | Add +0.8% | 1,725 | $251K |
| Glassman Wealth Services | 0.04% | No change | 1,725 | $251K |
| Mayfair Advisory Group, LLC | 0.11% | No change | 1,705 | $248K |
| Northstar Group, Inc. | 0.04% | No change | 1,705 | $248K |
| Proficio Capital Partners LLC | 0.02% | Reduce -15.0% | 1,700 | $248K |
| Northern Capital Management, Inc. | 0.13% | No change | 1,696 | $247K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.07% | Reduce -7.5% | 1,693 | $247K |
| BostonPremier Wealth LLC | 0.12% | Reduce -2.7% | 1,682 | $245K |
| Trust Point Inc. | 0.02% | Reduce -5.6% | 1,680 | $245K |
| Selective Wealth Management, Inc. | 0.08% | New | 1,671 | $245K |
| Schiavi & Co LLC | 0.08% | Reduce -62.4% | 1,666 | $243K |
| Tradewinds, LLC. | 0.06% | New | 1,665 | $243K |
| Seven Springs Wealth Group, LLC | 0.06% | No change | 1,665 | $242K |
| Retirement Solution LLC | 0.06% | Add +0.3% | 1,664 | $242K |
| ETF Store, Inc. | 0.26% | Add +0.3% | 1,664 | $242K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +4.7% | 1,657 | $241K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | New | 1,654 | $241K |
| Scotia Capital Inc. | 0.00% | Reduce -5.9% | 1,653 | $241K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -37.8% | 1,651 | $240K |
| Griffith & Werner, Inc. | 0.12% | — | 1,616 | $240K |
| Sittner & Nelson, LLC | 0.09% | No change | 1,645 | $240K |
| Clarity Capital Advisors, LLC | 0.13% | Add +0.3% | 1,630 | $237K |
| Sivia Capital Partners, LLC | 0.07% | New | 1,629 | $237K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,625 | $237K |
| Yarger Wealth Strategies, LLC | 0.11% | New | 1,619 | $236K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -33.1% | 1,616 | $235K |
| Octavia Wealth Advisors, LLC | 0.02% | New | 1,615 | $235K |
| Wrenne Financial Planning LLC | 0.10% | No change | 1,614 | $235K |
| Arthur M. Cohen & Associates, LLC | 0.04% | No change | 1,600 | $233K |
| Charles Schwab Trust Co | 0.02% | Reduce -6.1% | 1,600 | $233K |
| WealthPLAN Partners, LLC | 0.03% | New | 1,587 | $231K |
| Alpha Financial Advisors, LLC | 0.08% | No change | 1,577 | $230K |
| GatePass Capital, LLC | 0.13% | Reduce -4.6% | 1,558 | $227K |
| Miller Financial Services LLC | 0.26% | New | 1,555 | $227K |
| Lincoln Capital LLC | 0.04% | No change | 1,544 | $226K |
| Global Financial Private Client, LLC | 0.08% | Add +3.7% | 1,549 | $226K |
| Frederick Financial Consultants, LLC | 0.13% | Reduce -3.0% | 1,546 | $225K |
| Sage Private Wealth Group, LLC | 0.13% | New | 1,544 | $225K |
| Bellwether Advisors, LLC | 0.04% | Add +6.1% | 1,532 | $223K |
| Measured Wealth Private Client Group, LLC | 0.06% | No change | 1,529 | $223K |
| Richwood Investment Advisors, LLC | 0.17% | No change | 1,526 | $222K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.1% | 1,521 | $222K |
| Juncture Wealth Strategies, LLC | 0.07% | No change | 1,512 | $220K |
| Horizon Investment Services, LLC | 0.08% | No change | 1,503 | $219K |
| Waterfront Wealth Inc. | 0.04% | No change | 1,499 | $219K |
| LCNB Corp. | 0.08% | Reduce -95.5% | 1,500 | $218K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 1,496 | $218K |
| Sterling Investment Counsel, LLC | 0.07% | New | 1,495 | $218K |
| SouthState Bank Corp | 0.01% | Reduce -68.4% | 1,493 | $217K |
| Pinion Investment Advisors, LLC | 0.06% | New | 1,464 | $217K |
| Transatlantique Private Wealth LLC | 0.07% | No change | 1,489 | $217K |
| Colonial River Investments, LLC | 0.08% | Reduce -20.9% | 1,485 | $216K |
| Arq Wealth Advisors, LLC | 0.06% | New | 1,478 | $215K |
| Keebeck Wealth Management | 0.03% | New | 1,477 | $215K |
| Tudor Financial Inc. | 0.11% | New | 1,473 | $214K |
| Fagan Associates, Inc. | 0.03% | New | 1,462 | $213K |
| Welch & Forbes LLC | 0.00% | New | 1,456 | $212K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 1,444 | $210K |
| Kraft, Davis & Associates, LLC | 0.05% | New | 1,427 | $210K |
| Kilter Group LLC | 0.10% | Reduce -0.1% | 1,432 | $209K |
| Fidelity D & D Bancorp Inc. | 0.12% | New | 1,431 | $208K |
| Riversedge Advisors, LLC | 0.03% | New | 1,431 | $208K |
| Accredited Investor Services, LLC | 0.14% | New | 1,429 | $208K |
| Sterling Wealth Management, Inc. | 0.06% | Reduce -32.5% | 1,426 | $208K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -34.4% | 1,422 | $207K |
| TrueWealth Advisors, LLC | 0.06% | New | 1,410 | $205K |
| LPWM LLC | 0.05% | New | 1,410 | $205K |
| NerdWallet Wealth Partners, LLC | 0.10% | — | 1,409 | $205K |
| Butensky & Cohen Financial Security, Inc. | 0.06% | New | 1,408 | $205K |
| Banyan Capital Management, Inc. | 0.09% | New | 1,405 | $205K |
| Marco Investment Management LLC | 0.02% | Reduce -5.6% | 1,403 | $204K |
| Antonelli Financial Advisors, LLC | 0.14% | New | 1,395 | $203K |
| Jackson Square Capital, LLC | 0.04% | New | 1,394 | $203K |
| Red Lighthouse Investment Management, LLC | 0.07% | No change | 1,389 | $202K |
| First Merchants Corp. | 0.01% | New | 1,389 | $202K |
| FineMark National Bank & Trust | 0.01% | Reduce -36.6% | 1,388 | $202K |
| Jacobs & Co. | 0.02% | New | 1,390 | $202K |
| Quest 10 Wealth Builders, Inc. | 0.19% | No change | 1,386 | $202K |
| Tradition Wealth Management, LLC | 0.01% | New | 1,380 | $201K |
| Palo Alto Wealth Advisors, LLC | 0.06% | New | 1,349 | $201K |
| Burney Co./ | 0.01% | New | 1,375 | $200K |
| Independence Bank of Kentucky | 0.02% | No change | 1,331 | $194K |
| Adirondack Trust Co. | 0.06% | No change | 1,312 | $191K |
| Redwood Park Advisors LLC | 0.14% | Add +0.2% | 1,307 | $190K |
| Millstone Evans Group, LLC | 0.12% | No change | 1,305 | $190K |
| FSA Wealth Management LLC | 0.07% | No change | 1,288 | $188K |
| SYM FINANCIAL Corp | 0.02% | No change | 1,256 | $183K |
| LRI Investments, LLC | 0.01% | Reduce -23.6% | 1,250 | $182K |
| United Community Bank | 0.05% | Add +174.0% | 1,214 | $177K |
| Compass Financial Services Inc | 0.08% | Add +47.4% | 1,191 | $173K |
| West Financial Advisors, LLC | 0.03% | No change | 1,175 | $171K |
| Corsicana & Co. | 0.09% | — | 1,159 | $169K |
| Smartleaf Asset Management LLC | 0.01% | Add +16.9% | 1,148 | $167K |
| Pittenger & Anderson Inc. | 0.01% | Add +13.9% | 1,144 | $167K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | New | 1,144 | $167K |
| Core Alternative Capital | 0.05% | No change | 1,120 | $163K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,112 | $162K |
| Hantz Financial Services, Inc. | 0.00% | Add +15.4% | 1,107 | $161K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -11.0% | 1,080 | $157K |
| Financial Perspectives, Inc | 0.04% | Add +0.1% | 1,057 | $154K |
| Chesapeake Asset Management LLC | 0.14% | No change | 1,054 | $154K |
| Mill Capital Management, LLC | 0.01% | New | 1,034 | $151K |
| Register Financial Advisors LLC | 0.06% | Add +0.2% | 1,020 | $149K |
| Perkins Coie Trust Co | 0.03% | No change | 1,020 | $149K |
| 3Chopt Investment Partners, LLC | 0.03% | No change | 1,000 | $146K |
| North Star Investment Management Corp. | 0.01% | No change | 998 | $145K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -6.3% | 988 | $144K |
| Pacific Center for Financial Services | 0.04% | No change | 985 | $143K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 982 | $143K |
| Investment Counsel Co. of Nevada | 0.28% | No change | 928 | $135K |
| Westend Capital Management, LLC | 0.04% | New | 913 | $133K |
| Rossby Financial, LCC | 0.04% | Add +9.3% | 868 | $127K |
| St Germain D J Co. Inc. | 0.01% | No change | 858 | $125K |
| Center for Financial Planning, Inc. | 0.01% | No change | 840 | $122K |
| Frazier Financial Advisors, LLC | 0.07% | Add +0.1% | 832 | $121K |
| McIlrath & Eck, LLC | 0.01% | Add +70.2% | 793 | $115K |
| First PREMIER Bank | 0.02% | No change | 736 | $107K |
| LGT Financial Advisors LLC | 0.23% | Reduce -1.5% | 734 | $107K |
| Your Advocates Ltd., LLP | 0.04% | No change | 727 | $106K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +0.1% | 719 | $105K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 717 | $104K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 705 | $103K |
| Sound Income Strategies, LLC | 0.01% | Reduce -58.7% | 694 | $102K |
| Operose Advisors LLC | 0.03% | No change | 698 | $102K |
| Perritt Capital Management Inc | 0.05% | Reduce -20.6% | 688 | $100K |
| Chapman Financial Group, LLC | 0.07% | New | 683 | $99K |
| Bay Harbor Wealth Management, LLC | 0.03% | No change | 645 | $94K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +35.1% | 639 | $93K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 627 | $91K |
| Creekmur Asset Management LLC | 0.01% | Reduce -27.3% | 623 | $91K |
| Eastern Bank | 0.00% | No change | 612 | $89K |
| Glenmede Investment Management, LP | 0.00% | Add +25.8% | 610 | $89K |
| TCTC Holdings, LLC | 0.00% | No change | 601 | $88K |
| CNB Bank | 0.04% | No change | 600 | $87K |
| Rice Partnership, LLC | 0.01% | No change | 587 | $85K |
| Financial Network Wealth Advisors LLC | 0.09% | No change | 565 | $82K |
| Pacifica Partners Inc. | 0.03% | No change | 551 | $81K |
| Robbins Farley | 0.03% | Reduce -0.9% | 544 | $79K |
| Aventus Investment Advisors, Inc. | 0.07% | New | 532 | $77K |
| Crews Bank & Trust | 0.01% | Add +59.2% | 530 | $77K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 510 | $74K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 500 | $73K |
| NFSG Corp | 0.01% | Add +2.5% | 500 | $73K |
| Colony Family Offices, LLC | 0.02% | No change | 499 | $73K |
| LFA - Lugano Financial Advisors SA | 0.04% | No change | 497 | $72K |
| Reyes Financial Architecture, Inc. | 0.05% | No change | 495 | $72K |
| Longview Financial Advisors LLC | 0.04% | New | 480 | $70K |
| Kelleher Financial Advisors | 0.02% | New | 475 | $69K |
| SIMA Wealth Partners, LLC | 0.05% | No change | 473 | $69K |
| Orion Capital Management LLC | 0.02% | No change | 471 | $69K |
| Alerus Financial NA | 0.00% | New | 469 | $68K |
| Addison Advisors LLC | 0.02% | No change | 463 | $67K |
| Windsor Advisory Group, LLC | 0.06% | New | 459 | $67K |
| Copia Wealth Management | 0.05% | No change | 450 | $66K |
| Retirement Wealth Solutions LLC | 0.04% | No change | 450 | $66K |
| Fairman Group, LLC | 0.05% | Add +0.5% | 447 | $65K |
| Richardson Capital Management LLC | 0.03% | New | 445 | $65K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.11% | Reduce -8.3% | 442 | $64K |
| Breakwater Investment Management | 0.02% | No change | 442 | $64K |
| Towne Trust Company, N.A | 0.02% | Add +73.6% | 434 | $63K |
| Abich Financial Wealth Management LLC | 0.02% | — | 428 | $62K |
| Hurley Capital, LLC | 0.03% | No change | 424 | $62K |
| Evergreen Private Wealth LLC | 0.02% | No change | 420 | $61K |
| Winch Advisory Services, LLC | 0.01% | Add +0.5% | 415 | $60K |
| Financial Connections Group, Inc. | 0.02% | No change | 392 | $57K |
| Alexis Investment Partners, LLC | 0.00% | New | 378 | $55K |
| Hilltop National Bank | 0.01% | No change | 367 | $53K |
| Curio Wealth, LLC | 0.02% | No change | 366 | $53K |
| Valley National Advisers Inc. | 0.01% | No change | 370 | $53K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -29.6% | 356 | $52K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +0.3% | 347 | $51K |
| Realta Investment Advisors | 0.02% | Reduce -16.0% | 346 | $50K |
| IAG Wealth Partners, LLC | 0.01% | No change | 345 | $50K |
| Wells Financial Advisors INC | 0.06% | No change | 320 | $47K |
| Integrity Financial Corp | 0.02% | Add +0.3% | 309 | $45K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -26.2% | 304 | $44K |
| JPL Wealth Management, LLC | 0.01% | New | 304 | $44K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 301 | $44K |
| Nova Wealth Management, Inc. | 0.03% | Reduce -6.3% | 300 | $44K |
| Richardson Financial Services Inc. | 0.03% | Add +6.0% | 299 | $44K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -3.5% | 299 | $44K |
| American Wealth Advisors, LLC | 0.04% | — | 296 | $43K |
| Pflug Koory, LLC | 0.02% | Add +0.3% | 294 | $43K |
| High Note Wealth, LLC | 0.01% | Reduce -39.0% | 283 | $41K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 281 | $41K |
| Glassy Mountain Advisors, Inc. | 0.01% | New | 281 | $41K |
| Paladin Advisory Group, LLC | 0.03% | No change | 273 | $40K |
| Kimelman & Baird, LLC | 0.00% | No change | 269 | $39K |
| Trust Co. of Vermont | 0.00% | No change | 263 | $38K |
| Concord Wealth Partners | 0.01% | Reduce -8.2% | 246 | $36K |
| Noble Wealth Management PBC | 0.02% | — | 227 | $33K |
| Main Street Group, LTD | 0.01% | Reduce -24.6% | 227 | $33K |
| Front Row Advisors LLC | 0.01% | No change | 224 | $33K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 210 | $31K |
| Financial Life Planners | 0.02% | New | 204 | $30K |
| Ballast Advisors LLC | 0.01% | New | 204 | $30K |
| Promus Capital, LLC | 0.02% | No change | 200 | $29K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 200 | $29K |
| United Financial Planning Group LLC | 0.02% | — | 167 | $29K |
| CVA Family Office, LLC | 0.00% | No change | 196 | $29K |
| Fortitude Family Office, LLC | 0.01% | Add +1.0% | 194 | $28K |
| Essential Partners LLC | 0.01% | No change | 186 | $27K |
| Cornerstone Planning Group LLC | 0.00% | Add +187.3% | 181 | $27K |
| MCF Advisors LLC | 0.00% | No change | 175 | $25K |
| PFS Partners, LLC | 0.01% | No change | 173 | $25K |
| Global Trust Asset Management, LLC | 0.01% | No change | 173 | $25K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 172 | $25K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.6% | 171 | $25K |
| Princeton Global Asset Management LLC | 0.00% | No change | 170 | $25K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 165 | $24K |
| Valued Wealth Advisors LLC | 0.01% | No change | 162 | $24K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -24.9% | 157 | $23K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.7% | 152 | $22K |
| 2UniFi Bank | 0.01% | No change | 151 | $22K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 149 | $22K |
| City State Bank | 0.01% | Add +29.5% | 145 | $21K |
| Robinswood Financial LLC | 0.01% | No change | 141 | $21K |
| First Financial Corp. | 0.01% | No change | 140 | $20K |
| Team Financial Group, LLC | 0.01% | Add +0.7% | 140 | $20K |
| DecisionPoint Financial, LLC | 0.00% | No change | 139 | $20K |
| Park Square Financial Group, LLC | 0.08% | Reduce -66.3% | 133 | $19K |
| Cheviot Value Management, LLC | 0.00% | Reduce -5.0% | 115 | $17K |
| Jackson Hole Capital Partners, LLC | 0.00% | New | 114 | $17K |
| Versant Capital Management, Inc | 0.00% | No change | 111 | $16K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 100 | $15K |
| Darwin Wealth Management, LLC | 0.00% | No change | 90 | $13K |
| Highline Wealth Partners LLC | 0.00% | No change | 84 | $12K |
| Ulland Investment Advisors, LLC | 0.01% | New | 85 | $12K |
| Creative Capital Management Investments LLC | 0.00% | New | 82 | $12K |
| MV Capital Management, Inc. | 0.00% | No change | 81 | $12K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 80 | $12K |
| Mascoma Wealth Management LLC | 0.00% | No change | 79 | $12K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 77 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 76 | $11K |
| Evolution Wealth Management Inc. | 0.01% | No change | 74 | $11K |
| Graney & King, LLC | 0.01% | Add +1.5% | 67 | $10K |
| Legacies Wealth LLC | 0.01% | No change | 66 | $10K |
| Family Legacy Financial Solutions, LLC | 0.01% | No change | 63 | $9K |
| Cardinal Strategic Wealth Guidance | 0.00% | Reduce -28.4% | 63 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 58 | $8K |
| Aventura Private Wealth, LLC | 0.00% | No change | 58 | $8K |
| Roxbury Financial LLC | 0.01% | No change | 55 | $8K |
| American Capital Advisory, LLC | 0.00% | No change | 54 | $8K |
| Ameriflex Group, Inc. | 0.00% | Reduce -94.6% | 52 | $8K |
| ROSS\JOHNSON & Associates LLC | 0.13% | No change | 49 | $7K |
| Resources Management Corp. /CT/ | 0.00% | No change | 49 | $7K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 48 | $7K |
| Painted Porch Advisors LLC | 0.00% | No change | 45 | $7K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 43 | $6K |
| GGM Financial LLC | 0.00% | New | 41 | $6K |
| Quent Capital, LLC | 0.00% | New | 40 | $6K |
| Activest Wealth Management | 0.00% | New | 36 | $5K |
| Davis Capital Management | 0.00% | — | 32 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 31 | $5K |
| Pandora Wealth, Inc. | 0.00% | No change | 31 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -70.3% | 30 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +22.2% | 22 | $3K |
| West Paces Advisors Inc. | 0.00% | No change | 18 | $3K |
| Quadrant Capital Group LLC | 0.00% | New | 14 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 12 | $2K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 10 | $1K |
| Founders Capital Management | 0.00% | No change | 5 | $779 |
| 1922 Investment Co LLC | 0.01% | Reduce -40.0% | 3 | $455 |
| Quaker Wealth Management, LLC | 0.00% | New | 1 | $146 |
"% 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.