iShares Core S&P Total U.S.ITOTETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 1,649 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 127 from Q3 2025. 92 opened new positions and 61 sold out. The largest holders were BlackRock, Inc. ($10.5B), Wells Fargo & Company ($9.5B) and Wealthfront Advisers LLC ($1.7B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core S&P Total U.S.
- CUSIP
- 464287150
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $110.2M |
| Exits | 61 | $69.9M |
All 13F filers, Q3 2025 → Q4 2025: 11,550,373 shares bought and 6,271,248 shares sold, net +5,279,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,649 holders
| BlackRock, Inc. | 0.18% | Add +1.5% | 70,712,218 | $10.5B |
| Wells Fargo & Company | 1.86% | Add +1.1% | 63,910,447 | $9.5B |
| Wealthfront Advisers LLC | 3.86% | Add +10.0% | 11,612,076 | $1.7B |
| Morgan Stanley | 0.10% | Add +1.8% | 10,899,766 | $1.6B |
| Betterment LLC | 3.03% | Reduce -2.4% | 10,680,855 | $1.6B |
| Alliancebernstein L.P. | 0.47% | Add +0.9% | 9,974,295 | $1.5B |
| Bank of America Corp. | 0.07% | Add +2.6% | 6,417,278 | $954.2M |
| LPL Financial LLC | 0.26% | Add +5.1% | 6,324,224 | $940.3M |
| Focus Partners Wealth | 1.04% | Add +22.7% | 6,150,404 | $914.5M |
| Focus Partners Advisor Solutions, LLC | 9.20% | Add +4.6% | 5,043,151 | $749.9M |
| Blue Trust, Inc. | 6.56% | Reduce -1.4% | 3,903,984 | $580.5M |
| SigFig Wealth Management, LLC | 16.13% | Add +0.9% | 3,638,230 | $541.3M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -12.9% | 3,622,258 | $538.6M |
| Auto-Owners Insurance Co | 11.22% | Add +18.4% | 3,595,344 | $534.6M |
| Ballentine Partners, LLC | 6.75% | Reduce -6.2% | 3,233,771 | $480.8M |
| AlTi Global, Inc. | 8.77% | Add +0.0% | 2,752,284 | $409.2M |
| Parallel Advisors, LLC | 6.42% | Reduce -0.6% | 2,353,884 | $350.0M |
| Norinchukin Bank, The | 3.89% | No change | 2,246,560 | $334.0M |
| Creative Planning | 0.22% | Reduce -0.9% | 2,084,729 | $310.0M |
| Ameriprise Financial Inc. | 0.07% | Add +3.4% | 2,071,043 | $308.0M |
| Raymond James Financial Inc. | 0.10% | Reduce -16.8% | 2,064,355 | $306.9M |
| Allworth Financial LP | 1.21% | Reduce -2.1% | 1,986,400 | $295.4M |
| Cerity Partners LLC | 0.43% | Reduce -2.7% | 1,962,466 | $291.8M |
| Lido Advisors, LLC | 1.05% | Reduce -2.5% | 1,787,650 | $264.7M |
| Sentinel Trust Co. Lba | 25.98% | Add +0.1% | 1,774,404 | $263.8M |
| Provenance Wealth Advisors, LLC | 26.48% | Reduce -2.5% | 1,606,690 | $238.9M |
| Osaic Holdings, Inc. | 0.34% | Reduce -7.3% | 1,560,025 | $232.0M |
| JPMorgan Chase & Co. | 0.02% | Add +2.6% | 1,552,632 | $230.9M |
| Prime Capital Investment Advisors, LLC | 2.80% | Reduce -0.8% | 1,547,706 | $230.1M |
| Captrust Financial Advisors | 0.43% | Add +434.4% | 1,506,277 | $224.0M |
| Stifel Financial Corp. | 0.20% | Reduce -1.2% | 1,496,581 | $222.5M |
| Evensky & Katz LLC | 12.49% | Add +3.3% | 1,488,295 | $221.3M |
| Cisco Systems, Inc. | 64.28% | Reduce -5.0% | 1,422,500 | $211.5M |
| TD Capital Management LLC | 17.89% | Reduce -0.8% | 1,356,067 | $201.6M |
| Allstate Corp. | 2.54% | Add +25.6% | 1,249,883 | $185.8M |
| Klaas Financial Asset Advisors, LLC | 26.62% | Add +0.0% | 1,234,447 | $183.5M |
| LJI Wealth Management, LLC | 27.45% | Add +5.8% | 1,208,721 | $179.7M |
| Commonwealth Equity Services, LLC | 0.24% | Reduce -7.8% | 1,201,914 | $178.7M |
| Disciplina Capital Management LLC | 19.66% | Add +3.7% | 1,155,124 | $171.8M |
| Mariner, LLC | 0.20% | Add +1.7% | 1,139,382 | $169.5M |
| Royal Bank of Canada | 0.03% | Reduce -7.0% | 1,127,700 | $167.7M |
| Zhang Financial LLC | 5.83% | Add +8.4% | 1,051,877 | $156.4M |
| UBS Group AG | 0.03% | Reduce -2.2% | 1,037,291 | $154.2M |
| Stratos Investment Management, LLC | 6.11% | Add +2.9% | 1,024,654 | $152.4M |
| HB Wealth Management, LLC | 0.98% | Add +0.0% | 1,020,678 | $151.8M |
| Tanager Wealth Management LLP | 14.81% | Add +7.3% | 997,939 | $148.4M |
| Claar Advisors LLC | 43.22% | Add +0.3% | 994,596 | $147.9M |
| FMR LLC | 0.01% | Add +4.1% | 990,308 | $147.2M |
| HighTower Advisors, LLC | 0.15% | Reduce -3.1% | 930,170 | $138.3M |
| Winthrop Advisory Group LLC | 11.57% | Add +2.0% | 918,312 | $136.5M |
| Wick Capital Partners, LLC | 23.40% | Add +3.4% | 877,885 | $130.5M |
| Rock Creek Group LLC | 14.30% | Add +2.2% | 874,062 | $127.5M |
| Mercer Global Advisors Inc. | 0.19% | Add +9.6% | 826,324 | $122.9M |
| Cetera Investment Advisers | 0.13% | Reduce -3.4% | 800,996 | $119.1M |
| True Link Financial Advisors, LLC | 7.01% | Reduce -27.1% | 776,394 | $115.4M |
| Mesirow Financial Investment Management, Inc. | 2.26% | Reduce -27.7% | 739,501 | $110.0M |
| Jaffetilchin Investment Partners, LLC | 6.42% | Add +1.8% | 738,358 | $109.8M |
| Jones Financial Companies LLLP | 0.07% | Add +15.3% | 737,129 | $109.6M |
| Johnson Bixby & Associates, LLC | 12.71% | Reduce -2.6% | 689,578 | $102.5M |
| Independent Order of Foresters | 58.25% | No change | 672,744 | $100.0M |
| Ancora Advisors LLC | 2.06% | Add +0.6% | 671,295 | $99.8M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Add +4.8% | 665,622 | $99.0M |
| Facet Wealth, Inc. | 1.70% | Reduce -10.4% | 632,590 | $96.2M |
| Goldstein Advisors, LLC | 10.79% | Add +1.0% | 636,664 | $94.7M |
| Ullmann Wealth Partners Group, LLC | 9.82% | Reduce -0.1% | 633,541 | $94.4M |
| Constellation Investments, Inc. | 2.79% | Add +124.8% | 608,000 | $90.4M |
| Orion Porfolio Solutions, LLC | 0.63% | Reduce -2.6% | 576,445 | $85.7M |
| Blair William & Co. | 0.22% | Add +5.6% | 540,800 | $80.4M |
| Cwm, LLC | 0.22% | Add +1.8% | 535,621 | $79.6M |
| MML Investors Services, LLC | 0.19% | Add +3.2% | 511,375 | $76.0M |
| Allen Investment Management, LLC | 0.81% | Reduce -6.9% | 489,107 | $72.7M |
| Truist Financial Corp. | 0.10% | Reduce -0.3% | 479,905 | $71.4M |
| Corient Private Wealth LP | 0.10% | Add +34.5% | 470,384 | $69.9M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +0.2% | 459,541 | $69.5M |
| Partners Capital Investment Group, LLP | 2.58% | Reduce -11.4% | 466,334 | $69.3M |
| jvl associates llc | 22.27% | Add +1.1% | 460,261 | $68.4M |
| Cresset Asset Management, LLC | 0.28% | Add +8.3% | 450,689 | $67.0M |
| O'Brien Wealth Partners LLC | 8.80% | Reduce -0.8% | 447,667 | $66.6M |
| Friday Financial | 23.31% | Add +19.2% | 444,684 | $66.1M |
| Simon Quick Advisors, LLC | 2.88% | Reduce -4.7% | 443,849 | $66.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -1.8% | 436,808 | $64.9M |
| Vantage Financial Partners, LLC | 13.11% | Add +0.1% | 434,352 | $64.6M |
| Rockefeller Capital Management L.P. | 0.11% | Add +113.6% | 425,439 | $63.3M |
| Elm Partners Management LLC | 2.73% | Reduce -1.5% | 404,268 | $60.1M |
| Brady Martz Wealth Solutions, LLC | 10.58% | Add +8.7% | 404,077 | $60.1M |
| Clark Capital Management Group, Inc. | 0.37% | Reduce -5.9% | 402,991 | $59.9M |
| Aviso Financial Inc. | 2.26% | Add +10.5% | 399,543 | $59.4M |
| Steffes Financial, Ltd. | 30.74% | — | 395,904 | $58.9M |
| Regatta Capital Group, LLC | 8.48% | Add +0.2% | 377,803 | $56.2M |
| Geneos Wealth Management Inc. | 1.32% | Add +1.6% | 362,878 | $54.0M |
| Kestra Advisory Services, LLC | 0.22% | Add +1.8% | 360,661 | $53.6M |
| &partners | 0.28% | Add +17.9% | 359,434 | $53.4M |
| Strategic Point Investment Advisors, LLC | 7.30% | Add +1.5% | 355,268 | $52.8M |
| Smallwood Wealth Investment Management, LLC | 26.91% | Reduce -7.5% | 345,754 | $51.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.97% | Reduce -2.1% | 344,504 | $51.2M |
| Northwest Wealth Management, LLC | 8.04% | Add +5.1% | 343,832 | $51.1M |
| GM Advisory Group, LLC | 1.98% | Add +19.3% | 340,182 | $50.6M |
| Mission Wealth Management, LP | 1.03% | Reduce -3.0% | 339,109 | $50.4M |
| Capital Analysts, LLC | 1.37% | Reduce -2.2% | 333,736 | $49.6M |
| BLB&B Advisors, LLC | 2.07% | Add +3.5% | 333,658 | $49.6M |
| Eldridge Investment Advisors, Inc. | 10.89% | Add +0.7% | 332,634 | $49.5M |
| Pure Financial Advisors, LLC | 0.73% | Reduce -1.4% | 326,490 | $48.5M |
| Truepoint, Inc. | 1.09% | Reduce -0.7% | 324,800 | $48.3M |
| Adventist Health System/ West | 8.03% | Reduce -30.2% | 321,151 | $47.8M |
| Procyon Advisors, LLC | 2.34% | Reduce -0.5% | 318,270 | $47.3M |
| AQR Capital Management | 0.02% | Add +53.2% | 317,760 | $47.2M |
| Nicolet Advisory Services, LLC | 3.15% | Add +14.3% | 307,968 | $46.8M |
| Kondo Wealth Advisors, Inc. | 17.74% | Add +3.5% | 311,761 | $46.4M |
| Quantinno Capital Management LP | 0.09% | Add +18.3% | 288,941 | $43.0M |
| Ironsides Asset Advisors, LLC | 10.87% | Reduce -0.5% | 288,475 | $42.9M |
| HighPoint Advisor Group LLC | 0.93% | New | 286,069 | $42.5M |
| JGP Wealth Management, LLC | 4.43% | Add +5.1% | 285,582 | $42.5M |
| Financial Designs Corp | 23.85% | Add +2.4% | 283,163 | $42.1M |
| Tolleson Wealth Management, Inc. | 5.81% | Reduce -1.1% | 270,767 | $40.3M |
| Caprock Group, LLC | 0.84% | Reduce -3.3% | 268,207 | $39.9M |
| Family Wealth Partners, LLC | 14.17% | Reduce -3.5% | 264,461 | $39.3M |
| Reliant Wealth Planning | 12.20% | Reduce -1.2% | 262,486 | $39.0M |
| Private Advisor Group, LLC | 0.18% | Reduce -20.6% | 259,694 | $38.6M |
| Heritage Wealth Advisors | 1.46% | No change | 257,964 | $38.4M |
| Steinberganna Wealth Management | 17.74% | Add +4.3% | 254,706 | $37.9M |
| Savant Capital, LLC | 0.21% | Reduce -5.3% | 243,680 | $36.2M |
| Advus Financial Partners, LLC | 8.77% | Add +2.0% | 243,645 | $36.2M |
| Valmark Advisers, Inc. | 0.43% | Reduce -4.9% | 235,275 | $35.0M |
| Advisory Services Network, LLC | 0.49% | Add +12.7% | 233,034 | $34.6M |
| Alaska Permanent Capital Management, LLC | 2.59% | Add +0.1% | 229,579 | $34.1M |
| Aspirean Wealth, LLC | 37.23% | — | 229,229 | $34.1M |
| TRUE Private Wealth Advisors | 3.38% | Reduce -1.1% | 226,792 | $33.7M |
| Composition Wealth, LLC | 0.48% | Add +8.9% | 224,662 | $33.4M |
| Equitable Holdings, Inc. | 0.23% | Add +0.3% | 222,668 | $33.1M |
| Coquina Private Wealth LLC | 26.10% | — | 219,020 | $32.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -54.3% | 217,871 | $32.4M |
| Planned Solutions, Inc. | 10.40% | Add +20.9% | 216,375 | $32.2M |
| Squire Investment Management Company, LLC | 9.69% | Add +7.4% | 215,380 | $32.0M |
| Sendero Wealth Management, LLC | 3.53% | Add +0.5% | 214,201 | $31.8M |
| Capstone Financial Advisors, Inc. | 1.70% | Add +0.3% | 214,193 | $31.8M |
| Aerodigm Wealth, LLC | 12.07% | Add +3.8% | 210,305 | $31.3M |
| Great Valley Advisor Group, Inc. | 0.60% | Add +21.0% | 208,880 | $31.1M |
| W.G. Shaheen & Associates DBA Whitney & Co | 2.47% | Add +0.9% | 208,515 | $31.0M |
| Trevian Wealth Management LLC | 14.71% | Add +9.4% | 208,467 | $31.0M |
| Heck Capital Advisors, LLC | 2.27% | Add +15.6% | 204,779 | $30.4M |
| Cigna Investments Inc. | 4.38% | Reduce -6.2% | 202,412 | $30.1M |
| Kaydan Wealth Management, Inc. | 8.70% | Reduce -2.0% | 202,157 | $30.1M |
| Sweeney & Michel, LLC | 8.74% | Add +5.5% | 195,697 | $29.6M |
| NewEdge Advisors, LLC | 0.11% | Add +2.7% | 196,426 | $29.2M |
| Integrated Wealth Concepts LLC | 0.35% | Reduce -2.4% | 196,219 | $29.2M |
| Nomura Asset Management International Inc. | 0.04% | — | 192,045 | $28.6M |
| MontVue Capital Management, Inc. | 18.78% | Reduce -0.2% | 189,895 | $28.2M |
| Rehmann Capital Advisory Group | 1.46% | Reduce -6.7% | 188,601 | $28.0M |
| Aptus Capital Advisors, LLC | 0.24% | Reduce -6.0% | 186,957 | $27.8M |
| Northern Trust Corp. | 0.00% | Reduce -4.4% | 186,133 | $27.7M |
| MJT & Associates Financial Advisory Group, Inc. | 20.62% | Add +11.1% | 185,770 | $27.6M |
| United Capital Financial Advisors, LLC | 0.17% | Add +6.2% | 185,703 | $27.6M |
| Cherrydale Wealth Management, LLC | 8.37% | Add +0.5% | 185,397 | $27.6M |
| E-Wealth Partners, LLC | 23.01% | — | 184,230 | $27.4M |
| Durante & Waters, LLC | 19.07% | Add +2.3% | 183,905 | $27.3M |
| Vident Advisory, LLC | 0.25% | Reduce -2.6% | 182,142 | $27.1M |
| Bank of New York Mellon Corp | 0.00% | Add +1.3% | 182,014 | $27.1M |
| Financial Partners Group, Inc | 3.13% | Reduce -0.6% | 179,086 | $27.0M |
| Patton Albertson Miller Group, LLC | 3.17% | Reduce -3.1% | 181,298 | $27.0M |
| Legacy Financial Advisors, Inc. | 3.66% | Reduce -5.4% | 177,984 | $26.5M |
| Baird Financial Group, Inc. | 0.04% | Add +17.0% | 177,685 | $26.4M |
| Life Planning Partners, Inc | 20.12% | Reduce -4.7% | 176,621 | $26.3M |
| Canvas Wealth Advisors, LLC | 4.37% | Add +1.6% | 173,190 | $25.8M |
| Beacon Pointe Advisors, LLC | 0.18% | Add +11.2% | 168,939 | $25.1M |
| Stokes Family Office, LLC | 2.25% | Reduce -2.8% | 165,303 | $24.6M |
| Twin Focus Capital Partners, LLC | 2.81% | Add +5.2% | 163,790 | $24.4M |
| Astoria Strategic Wealth, Inc. | 6.11% | Reduce -12.5% | 163,370 | $24.3M |
| Bernardo Wealth Planning LLC | 4.60% | Add +1.8% | 162,227 | $24.1M |
| Prism Planning Partners LLC | 27.03% | — | 162,034 | $24.1M |
| Catalyst Private Wealth, LLC | 10.40% | Reduce -1.2% | 160,091 | $23.8M |
| Principal Securities, Inc. | 0.37% | Add +2.1% | 159,870 | $23.8M |
| Nwam LLC | 1.32% | Reduce -0.0% | 156,046 | $23.7M |
| Weatherly Asset Management L. P. | 1.81% | Add +1.1% | 158,016 | $23.5M |
| Brighton Jones LLC | 0.86% | Reduce -3.4% | 156,612 | $23.3M |
| Summit Financial, LLC | 0.34% | Add +1.9% | 155,407 | $23.1M |
| Peirce Capital Management, LLC | 9.00% | Reduce -0.2% | 152,128 | $22.6M |
| IFP Advisors, Inc | 0.51% | Reduce -17.1% | 151,327 | $22.5M |
| TruNorth Capital Management, LLC | 4.21% | Reduce -2.2% | 149,081 | $22.2M |
| Friedenthal Financial | 11.39% | Reduce -5.9% | 148,643 | $22.1M |
| Cosner Financial Group, LLC | 11.19% | Add +0.5% | 147,548 | $21.9M |
| KM Capital Management Ltd. | 11.19% | Reduce -21.2% | 147,271 | $21.9M |
| Crestwood Advisors Group, LLC | 0.36% | Reduce -2.0% | 146,253 | $21.7M |
| Vise Technologies, Inc. | 0.42% | Add +111.6% | 145,507 | $21.6M |
| Koshinski Asset Management, Inc. | 1.39% | Add +1.0% | 145,202 | $21.6M |
| Modern Wealth Management, LLC | 0.39% | Add +2.3% | 142,008 | $21.1M |
| Comerica Bank | 0.08% | Add +2.7% | 141,578 | $21.1M |
| Gleason Group, Inc. | 2.03% | Reduce -0.2% | 139,070 | $20.7M |
| National Bank of Canada | 0.02% | Add +105.7% | 138,809 | $20.6M |
| Plancorp, LLC | 0.62% | Add +9.0% | 137,315 | $20.4M |
| Sax Wealth Advisors, LLC | 0.96% | Add +2.2% | 136,716 | $20.3M |
| Hickory Point Bank & Trust | 14.62% | Reduce -1.1% | 135,550 | $20.2M |
| Essex Financial Services, Inc. | 1.12% | Reduce -0.6% | 132,814 | $19.7M |
| Finhabits Advisors LLC | 18.46% | — | 132,321 | $19.7M |
| Jane Street Group, LLC | 0.02% | Reduce -16.8% | 131,172 | $19.5M |
| Janney Montgomery Scott LLC | 0.04% | Add +19.8% | 130,624 | $19.4M |
| Gotham Asset Management | 0.07% | No change | 128,689 | $19.1M |
| Robertson Stephens Wealth Management, LLC | 0.54% | Reduce -8.6% | 128,450 | $19.1M |
| Physician Wealth Advisors, Inc. | 2.62% | Reduce -3.5% | 126,688 | $18.8M |
| Romano Brothers and Company | 2.13% | Reduce -0.1% | 125,778 | $18.7M |
| Kaufman Rossin Wealth, LLC | 9.68% | Add +5.5% | 125,041 | $18.6M |
| Cynosure Group, LLC | 1.88% | Reduce -8.6% | 124,597 | $18.5M |
| Wealthspire Retirement, LLC | 1.11% | Reduce -0.9% | 123,190 | $18.3M |
| Benchmark Financial Wealth Advisors, LLC | 5.22% | Reduce -1.9% | 122,276 | $18.2M |
| Litman Gregory Wealth Management LLC | 1.33% | Reduce -2.8% | 122,226 | $18.2M |
| Heritage Financial Services, LLC | 1.52% | Reduce -7.0% | 122,164 | $18.2M |
| Brookstone Capital Management | 0.21% | Reduce -1.9% | 121,828 | $18.1M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -2.3% | 120,608 | $18.0M |
| Tortoise Investment Management, LLC | 1.56% | Reduce -7.0% | 119,211 | $17.7M |
| Thoroughbred Financial Services, LLC | 1.04% | Reduce -1.2% | 117,740 | $17.5M |
| OneDigital Investment Advisors LLC | 0.17% | Reduce -1.2% | 117,690 | $17.5M |
| Beacon Financial Group | 1.73% | Reduce -3.9% | 117,081 | $17.4M |
| Oakwell Private Wealth Management, LLC | 3.20% | Reduce -0.1% | 115,288 | $17.1M |
| Stevens Capital Partners | 4.44% | Add +2.0% | 113,989 | $16.9M |
| BCGM Wealth Management, LLC | 4.27% | Reduce -2.4% | 112,499 | $16.7M |
| Farther Finance Advisors, LLC | 0.18% | Add +102.5% | 112,126 | $16.7M |
| NWF Advisory Services Inc. | 1.80% | Reduce -1.5% | 109,403 | $16.3M |
| Cornell Pochily Investment Advisors, Inc. | 4.71% | Add +6.3% | 109,232 | $16.2M |
| Sjbenen Advisory, LLC | 16.82% | — | 109,033 | $16.2M |
| Greenleaf Trust | 0.15% | Reduce -1.0% | 108,341 | $16.1M |
| Empower Advisory Group, LLC | 0.04% | Reduce -21.8% | 107,656 | $16.0M |
| 1900 Wealth Management LLC | 1.01% | Reduce -1.1% | 106,401 | $15.8M |
| Independent Financial Group, LLC | 0.35% | Add +3.6% | 106,243 | $15.8M |
| Elevate Wealth Advisory, Inc. | 10.68% | Add +1.9% | 105,103 | $15.6M |
| WBH Advisory Inc. | 1.16% | Reduce -1.4% | 104,952 | $15.6M |
| Waverly Advisors, LLC | 0.13% | Add +2.9% | 104,126 | $15.5M |
| Merit Financial Group, LLC | 0.12% | Add +25.6% | 103,949 | $15.5M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +157.9% | 103,484 | $15.4M |
| Kingsview Wealth Management, LLC | 0.22% | Add +1.3% | 103,350 | $15.4M |
| Callan Family Office, LLC | 0.33% | Reduce -1.6% | 103,148 | $15.3M |
| Smith Shellnut Wilson LLC | 5.85% | Add +5.6% | 102,670 | $15.3M |
| Smithfield Trust Co | 0.67% | Add +6.0% | 102,135 | $15.2M |
| MAI Capital Management | 0.09% | Add +1.6% | 100,634 | $15.0M |
| Sagespring Wealth Partners, LLC | 0.27% | Add +0.7% | 99,887 | $14.9M |
| OMNI 360 Wealth, Inc. | 7.55% | Add +3.9% | 97,571 | $14.8M |
| Jmac Enterprises LLC | 2.79% | Add +1.3% | 98,089 | $14.6M |
| Family Manage LLC | 1.84% | Add +1.1% | 98,014 | $14.6M |
| Glenview Trust Co | 0.22% | Reduce -2.0% | 97,856 | $14.6M |
| Evansbrook LLC | 9.73% | — | 97,800 | $14.5M |
| Baron Silver Stevens Financial Advisors, LLC | 2.09% | Add +0.4% | 97,415 | $14.5M |
| McElhenny Sheffield Capital Management, LLC | 3.52% | Add +3.2% | 97,395 | $14.5M |
| Arkadios Wealth Advisors | 0.28% | Reduce -5.2% | 96,032 | $14.3M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -48.0% | 95,313 | $14.2M |
| Spectrum Strategic Capital Management, LLC | 7.45% | Add +2.6% | 94,222 | $14.0M |
| Roger Wittlin Investment Advisory, LLC | 9.79% | Reduce -15.1% | 94,193 | $14.0M |
| KFA Private Wealth Group, LLC | 3.39% | Add +39.7% | 93,646 | $13.9M |
| Choreo, LLC | 0.18% | Reduce -2.8% | 92,842 | $13.9M |
| Farrow Financial, Inc. | 7.99% | Reduce -6.3% | 93,495 | $13.9M |
| Guardian Wealth Advisors, LLC / NC | 0.86% | Add +3.2% | 92,097 | $13.7M |
| First Foundation Advisors | 0.52% | Reduce -1.1% | 92,075 | $13.7M |
| King Wealth Management Group | 1.65% | Reduce -1.2% | 91,926 | $13.7M |
| Solano Wealth Investment Advisors LLC | 6.74% | Reduce -1.1% | 91,529 | $13.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.21% | Reduce -6.8% | 91,509 | $13.6M |
| Chicago Partners Investment Group LLC | 0.34% | Add +5.8% | 90,062 | $13.6M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +11.1% | 91,309 | $13.6M |
| Regent Peak Wealth Advisors LLC | 2.67% | Reduce -1.7% | 91,226 | $13.6M |
| Ashton Thomas Private Wealth, LLC | 0.32% | Add +6.1% | 88,539 | $13.2M |
| Magnolia Capital Advisors LLC | 2.77% | Add +62.0% | 88,506 | $13.2M |
| HMV Wealth Advisors, LLC | 6.56% | Add +32.6% | 88,161 | $13.1M |
| GuidedMoney, LLC | 6.96% | — | 87,629 | $13.0M |
| Asset Dedication, LLC | 0.85% | Reduce -3.2% | 87,342 | $13.0M |
| Renaissance Technologies | 0.02% | Add +886.4% | 86,800 | $12.9M |
| Endowment Wealth Management, Inc. | 5.78% | Add +54.2% | 84,528 | $12.6M |
| Sanctuary Advisors, LLC | 0.07% | Add +2.7% | 84,001 | $12.5M |
| Crescent Grove Advisors, LLC | 1.19% | Reduce -7.4% | 83,924 | $12.5M |
| Guardsman Private Capital Management, Inc. | 9.88% | — | 83,341 | $12.4M |
| Clear Retirement Advice LLC | 9.56% | — | 82,006 | $12.3M |
| Argent Trust Co | 0.42% | Add +0.1% | 82,662 | $12.3M |
| Satovsky Asset Management LLC | 2.35% | Add +0.1% | 81,411 | $12.1M |
| Level Wealth Management LLC | 6.13% | Reduce -15.5% | 80,671 | $12.0M |
| Freestone Capital Holdings, LLC | 0.35% | Reduce -7.4% | 80,019 | $11.9M |
| Clearstead Advisors, LLC | 0.15% | Reduce -7.8% | 79,415 | $11.8M |
| Tudor Investment Corporation | 0.07% | Add +199.1% | 78,605 | $11.7M |
| Kovack Advisors, Inc. | 0.56% | Add +969.5% | 78,429 | $11.7M |
| Rollins Financial Advisors, LLC | 1.70% | Reduce -3.1% | 78,048 | $11.6M |
| Fulcrum Equity Management | 11.05% | Reduce -1.9% | 77,685 | $11.6M |
| Single Point Partners, LLC | 2.24% | Reduce -0.5% | 76,056 | $11.3M |
| CreativeOne Wealth, LLC | 0.27% | Add +6.5% | 75,706 | $11.3M |
| Global Retirement Partners, LLC | 0.20% | Add +5.6% | 75,540 | $11.2M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +0.3% | 75,473 | $11.2M |
| HBE Wealth Management, LLC | 10.55% | — | 75,391 | $11.2M |
| Private Wealth Asset Management, LLC | 1.22% | Reduce -0.7% | 75,243 | $11.2M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +7.2% | 74,339 | $11.1M |
| Fifth Third Securities, Inc. | 0.72% | Add +9.7% | 74,307 | $11.0M |
| Brooklyn FI, LLC | 2.35% | Add +21.2% | 73,873 | $11.0M |
| Bank of Montreal | 0.00% | Add +29.4% | 73,699 | $11.0M |
| Signature Estate & Investment Advisors LLC | 0.22% | Reduce -0.7% | 73,365 | $10.9M |
| Ieq Capital, LLC | 0.03% | Reduce -0.9% | 71,920 | $10.7M |
| Moneywise, Inc. | 4.45% | Reduce -24.7% | 71,894 | $10.7M |
| First Hawaiian Bank | 1.42% | Reduce -1.4% | 71,645 | $10.7M |
| BBR Partners, LLC | 0.57% | New | 71,285 | $10.6M |
| O'shaughnessy Asset Management, LLC | 0.06% | Reduce -10.5% | 70,144 | $10.4M |
| ETF Portfolio Partners, Inc. | 2.66% | Add +3.4% | 69,294 | $10.3M |
| Roble, Belko & Company, Inc | 1.34% | Reduce -1.6% | 69,007 | $10.3M |
| PNC Financial Services Group, Inc. | 0.01% | Add +12.9% | 68,715 | $10.2M |
| Cadia Private Client LLC | 7.95% | — | 67,393 | $10.0M |
| PFG Investments, LLC | 0.47% | Add +12.1% | 67,347 | $10.0M |
| Prasad Wealth Partners, LLC | 2.66% | Reduce -1.0% | 67,017 | $10.0M |
| Grove Bank & Trust | 1.10% | Reduce -0.1% | 65,862 | $9.8M |
| CENTRAL TRUST Co | 0.19% | Reduce -4.4% | 65,587 | $9.8M |
| Investors Research Corp | 1.78% | Reduce -2.2% | 65,424 | $9.7M |
| Bar Harbor Wealth Management | 0.55% | Add +0.1% | 64,422 | $9.6M |
| Towercrest Capital Management | 1.50% | Add +0.2% | 63,972 | $9.5M |
| Edge Financial Advisors LLC | 3.98% | Reduce -65.8% | 63,572 | $9.5M |
| Element Wealth, LLC | 3.83% | Add +2.3% | 62,277 | $9.3M |
| MorganRosel Wealth Management, LLC | 2.31% | Reduce -4.9% | 62,034 | $9.2M |
| DDFG, Inc | 1.99% | Reduce -3.9% | 61,235 | $9.1M |
| Sard Wealth Management Group, LLC | 4.99% | Reduce -1.7% | 61,198 | $9.1M |
| Well Done, LLC | 1.35% | Add +0.2% | 60,819 | $9.0M |
| Naples Global Advisors, LLC | 0.67% | Reduce -1.3% | 60,567 | $9.0M |
| Patriot Investment Management Group, Inc. | 0.57% | Add +0.0% | 60,239 | $9.0M |
| Pathstone Holdings, LLC | 0.03% | Add +1.5% | 59,711 | $8.9M |
| A&I Financial Services, LLC | 4.21% | Add +4.0% | 59,665 | $8.9M |
| Monument Capital Management | 2.20% | Reduce -1.5% | 59,591 | $8.9M |
| Turtle Creek Wealth Advisors, LLC | 0.70% | Reduce -1.2% | 59,590 | $8.9M |
| CogentBlue Wealth Advisors, LLC | 6.04% | Add +0.1% | 59,581 | $8.9M |
| Donor Advised Charitable Giving, Inc. | 0.20% | Reduce -0.2% | 59,298 | $8.8M |
| 71 West Capital Partners | 0.40% | — | 59,086 | $8.8M |
| Summit Trail Advisors, LLC | 0.15% | Reduce -4.3% | 58,119 | $8.6M |
| Sage Mountain Advisors LLC | 0.45% | Add +2.3% | 57,671 | $8.6M |
| Rede Wealth, LLC | 2.98% | New | 57,642 | $8.6M |
| US Bancorp \de | 0.01% | Add +13.6% | 57,041 | $8.5M |
| Lynch & Associates | 1.60% | Add +0.6% | 56,855 | $8.5M |
| Flagship Private Wealth, LLC | 3.28% | Reduce -1.1% | 56,163 | $8.4M |
| Forbes J M & Co. LLP | 0.68% | Reduce -1.5% | 56,115 | $8.3M |
| First Financial Bank - Trust Division | 0.68% | Add +0.2% | 55,800 | $8.3M |
| Arax Advisory Partners | 0.24% | New | 55,495 | $8.3M |
| Hardy Reed LLC | 0.58% | Reduce -0.3% | 54,858 | $8.2M |
| Bradley & Co. Private Wealth Management, LLC | 4.37% | No change | 54,780 | $8.1M |
| Wealthcare Capital Management LLC | 0.81% | Reduce -3.8% | 54,560 | $8.1M |
| Modera Wealth Management, LLC | 0.09% | Reduce -3.8% | 54,452 | $8.1M |
| Moneco Advisors, LLC | 0.64% | Add +0.6% | 53,978 | $8.0M |
| BIP Wealth, LLC | 0.28% | Add +243.7% | 53,521 | $8.0M |
| Fairvoy Private Wealth, LLC | 1.76% | Reduce -3.7% | 52,981 | $7.9M |
| Hollencrest Capital Management | 0.27% | Add +14.8% | 52,959 | $7.9M |
| National Philanthropic Trust | 0.08% | Add +14.9% | 52,856 | $7.9M |
| Summit Wealth Partners, LLC | 1.45% | Add +3.5% | 52,809 | $7.9M |
| StoneX Group Inc. | 0.34% | Reduce -3.8% | 52,770 | $7.8M |
| Ironwood Financial, llc | 1.32% | Reduce -2.2% | 51,092 | $7.8M |
| Snowden Capital Advisors LLC | 0.20% | Reduce -5.5% | 51,723 | $7.7M |
| Greenwood Gearhart LLC | 0.42% | Reduce -23.0% | 51,537 | $7.7M |
| Avalon Advisory Group | 3.11% | Reduce -12.3% | 51,265 | $7.6M |
| Legacy Private Trust Co. | 0.44% | Reduce -1.5% | 50,533 | $7.5M |
| Mosaic Advisors LLC | 14.49% | No change | 50,527 | $7.5M |
| Nations Financial Group Inc, /Ia/ | 0.40% | Add +2.0% | 50,500 | $7.5M |
| Davidson Investment Advisors | 0.31% | Add +0.2% | 50,277 | $7.5M |
| Independent Solutions Wealth Management, LLC | 1.35% | Reduce -5.3% | 49,603 | $7.4M |
| Amplius Wealth Advisors, LLC | 0.62% | Reduce -4.0% | 49,313 | $7.3M |
| Claris Advisors, LLC / Mo / | 2.23% | Add +4.2% | 49,251 | $7.3M |
| Wedmont Private Capital | 0.25% | Add +44.6% | 48,351 | $7.3M |
| Grand Wealth Management, LLC | 3.29% | Reduce -1.2% | 48,756 | $7.2M |
| HBK Sorce Advisory LLC | 0.17% | Reduce -7.0% | 47,907 | $7.2M |
| DKM Wealth Management, Inc. | 5.39% | Reduce -1.6% | 48,569 | $7.2M |
| Avior Wealth Management, LLC | 0.22% | Add +0.4% | 48,378 | $7.2M |
| LVZ, Inc. | 0.79% | Reduce -5.1% | 47,360 | $7.0M |
| Sigma Planning Corp | 0.19% | Reduce -1.7% | 47,227 | $7.0M |
| Aegis Wealth Management LLC | 3.96% | No change | 47,167 | $7.0M |
| Park Avenue Securities LLC | 0.06% | Add +4.4% | 46,801 | $7.0M |
| Matthew Goff Investment Advisor, LLC | 1.20% | Reduce -6.7% | 45,554 | $6.8M |
| Foundations Investment Advisors, LLC | 0.09% | Reduce -4.5% | 45,268 | $6.7M |
| Bank of Hawaii | 0.33% | Reduce -4.4% | 45,065 | $6.7M |
| Diversified Portfolios, Inc. | 0.55% | Add +1.2% | 44,625 | $6.6M |
| First Heartland Consultants, Inc. | 0.50% | Reduce -1.9% | 44,571 | $6.6M |
| Capital Planning LLC | 1.85% | Reduce -1.5% | 44,359 | $6.6M |
| Ferguson Wellman Capital Management, Inc. | 0.10% | No change | 43,899 | $6.5M |
| Tsfg, LLC | 0.96% | Reduce -1.8% | 43,426 | $6.5M |
| Apella Capital, LLC | 0.13% | Reduce -0.2% | 43,414 | $6.5M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -0.0% | 43,173 | $6.4M |
| Hudock, Inc. | 0.95% | Reduce -2.1% | 43,170 | $6.4M |
| Sutton Place Investors LLC | 3.52% | Reduce -0.1% | 43,071 | $6.4M |
| Hassell Wealth Management, LLC | 2.13% | Add +0.6% | 42,034 | $6.4M |
| Franklin Resources Inc. | 0.00% | Add +0.0% | 42,839 | $6.4M |
| Dakota Wealth Management | 0.11% | Add +0.8% | 42,795 | $6.4M |
| Investment Advisory Group, LLC | 1.63% | Add +1.2% | 42,650 | $6.3M |
| Sheets Smith Wealth Management | 0.69% | Reduce -0.4% | 42,355 | $6.3M |
| Libra Wealth LLC | 1.73% | Reduce -0.1% | 41,554 | $6.2M |
| Ritholtz Wealth Management | 0.11% | Add +17.5% | 41,336 | $6.1M |
| Flputnam Investment Management Co. | 0.09% | Reduce -16.8% | 41,061 | $6.1M |
| FAS Wealth Partners, Inc. | 0.39% | Reduce -1.1% | 40,990 | $6.1M |
| GeoWealth Management, LLC | 0.22% | Reduce -1.8% | 40,957 | $6.1M |
| Ridgecrest Wealth Partners, LLC | 3.29% | Reduce -17.9% | 40,821 | $6.1M |
| Exchange Traded Concepts, LLC | 0.05% | Add +0.8% | 40,530 | $6.0M |
| Aspiriant, LLC | 0.17% | Add +6.0% | 40,235 | $6.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.34% | Add +8.4% | 40,094 | $6.0M |
| BlackDiamond Wealth Management, LLC | 2.86% | Add +8.7% | 38,686 | $5.9M |
| Sunbelt Securities, Inc. | 0.39% | Reduce -2.8% | 39,363 | $5.9M |
| Capital Advisors, Ltd. LLC | 0.66% | Reduce -2.2% | 39,254 | $5.8M |
| Bleakley Financial Group, LLC | 0.10% | New | 39,236 | $5.8M |
| Natixis Advisors, LLC | 0.01% | Add +0.2% | 39,200 | $5.8M |
| Columbus Macro, LLC | 0.63% | Reduce -2.5% | 38,976 | $5.8M |
| Yukon Wealth Management, Inc. | 3.33% | Reduce -7.9% | 38,603 | $5.8M |
| MBA Advisors LLC | 2.33% | Reduce -0.4% | 38,913 | $5.8M |
| Correct Capital Wealth Management | 1.09% | Add +49.7% | 38,764 | $5.8M |
| Wealth Management Associates, Inc. | 1.99% | Reduce -0.2% | 38,428 | $5.7M |
| Harbour Investments, Inc. | 0.12% | Add +4.1% | 38,344 | $5.7M |
| Prospera Financial Services Inc | 0.09% | Add +9.2% | 38,034 | $5.7M |
| Abound Wealth Management | 1.32% | Add +3.0% | 37,915 | $5.6M |
| Glen Eagle Advisors, LLC | 0.77% | Add +14.2% | 37,881 | $5.6M |
| Endeavor Private Wealth, Inc. | 1.60% | Reduce -9.1% | 37,651 | $5.6M |
| VestGen Advisors, LLC | 0.24% | Add +5.7% | 37,555 | $5.6M |
| Sigma Investment Counselors Inc. | 0.28% | Add +1.2% | 37,492 | $5.6M |
| AlphaCore Capital LLC | 0.12% | Add +1289.3% | 37,358 | $5.6M |
| Soltis Investment Advisors LLC | 0.36% | Reduce -4.1% | 37,104 | $5.5M |
| Vontobel Holding Ltd. | 0.02% | Reduce -3.7% | 36,997 | $5.5M |
| Canandaigua National Bank & Trust Co. | 0.49% | Reduce -4.2% | 36,922 | $5.5M |
| Dopkins Wealth Management, LLC | 2.21% | Reduce -6.5% | 36,465 | $5.4M |
| Keystone Financial Group | 0.40% | Reduce -2.2% | 36,460 | $5.4M |
| Accurate Wealth Management, LLC | 0.69% | Add +1.7% | 35,678 | $5.4M |
| MA Private Wealth | 0.90% | Reduce -7.1% | 36,334 | $5.4M |
| Blueprint Financial Advisors LLC | 0.82% | Add +11.3% | 36,286 | $5.4M |
| Western Wealth Management, LLC | 0.25% | Add +0.2% | 36,141 | $5.4M |
| GWN Securities Inc. | 1.08% | Add +7.7% | 35,819 | $5.3M |
| EP Wealth Advisors, LLC | 0.03% | — | 35,698 | $5.3M |
| Legacy Financial Group LLC | 0.66% | Add +2.4% | 35,410 | $5.3M |
| Blueprint Investment Partners LLC | 0.56% | Add +11.5% | 35,527 | $5.3M |
| NYL Investors LLC | 1.78% | Reduce -0.3% | 35,215 | $5.2M |
| CFS Investment Advisory Services, LLC | 0.38% | Add +0.4% | 34,759 | $5.2M |
| Heritage Oak Wealth Advisors LLC | 1.90% | Add +18.9% | 34,560 | $5.1M |
| World Investment Advisors | 0.08% | Add +133.2% | 34,549 | $5.1M |
| Allie Family Office LLC | 2.40% | Reduce -1.0% | 34,511 | $5.1M |
| Fonville Wealth Management LLC | 1.04% | Reduce -3.8% | 34,167 | $5.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +6.7% | 33,967 | $5.1M |
| Baker Tilly Wealth Management, LLC | 1.24% | Reduce -37.9% | 33,849 | $5.0M |
| Up Strategic Wealth Investment Advisors LLC | 3.64% | No change | 33,172 | $5.0M |
| Fairview Capital Investment Management, LLC | 0.26% | Reduce -0.1% | 33,715 | $5.0M |
| Doliver Advisors, LP | 1.25% | Reduce -1.1% | 33,699 | $5.0M |
| Hoxton Planning & Management, LLC | 1.49% | Add +19.4% | 33,579 | $5.0M |
| Samalin Investment Counsel, LLC | 1.77% | Add +2.5% | 33,416 | $5.0M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +60.1% | 33,403 | $5.0M |
| Pennington Partners & Co., LLC | 1.97% | Add +0.0% | 32,995 | $4.9M |
| Lazard Asset Management LLC | 0.01% | No change | 32,865 | $4.9M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +17.6% | 32,457 | $4.8M |
| GSG Advisors LLC | 1.24% | Add +1.0% | 32,217 | $4.8M |
| SVB Wealth LLC | 0.28% | Reduce -38.7% | 31,762 | $4.7M |
| Montecito Bank & Trust | 0.75% | Add +0.1% | 31,628 | $4.7M |
| Shepherd Street Advisors LLC | 4.49% | — | 31,463 | $4.7M |
| SmartHarvest Portfolios, LLC | 1.62% | — | 31,422 | $4.7M |
| Connecticut Capital Management Group, LLC | 4.43% | — | 31,154 | $4.6M |
| Pitcairn Wealth Advisors LLC | 0.42% | — | 31,146 | $4.6M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -1.3% | 63,148 | $4.6M |
| TFO Wealth Partners, LLC | 0.68% | Add +0.2% | 30,371 | $4.5M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -1.7% | 30,282 | $4.5M |
| Aspen Wealth Management LLC | 0.93% | Add +0.3% | 29,887 | $4.4M |
| Virtue Capital Management, LLC | 0.67% | Add +1299.4% | 29,290 | $4.4M |
| Sentinel Pension Advisors, LLC | 0.67% | Add +2.6% | 29,232 | $4.3M |
| Blue Fin Capital, Inc. | 0.67% | Add +13.9% | 29,084 | $4.3M |
| Alliance Wealth Management Group | 0.94% | Add +1.6% | 28,805 | $4.3M |
| Symphony Financial Services, Inc. | 2.17% | Add +1.6% | 28,528 | $4.2M |
| Able Wealth Management LLC | 1.34% | Add +1.1% | 28,450 | $4.2M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Reduce -5.5% | 28,315 | $4.2M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -0.4% | 28,250 | $4.2M |
| Bessemer Group Inc. | 0.01% | No change | 28,165 | $4.2M |
| Claro Advisors Inc. | 0.57% | Add +4.7% | 28,098 | $4.2M |
| Forte Asset Management LLC | 1.89% | Add +1.9% | 28,011 | $4.2M |
| Clark Asset Management, LLC | 0.43% | Add +0.1% | 27,866 | $4.1M |
| Rf&l Wealth Management, LLC | 2.31% | Add +5.3% | 27,704 | $4.1M |
| Fortress Financial Solutions, LLC | 4.21% | Reduce -0.4% | 27,666 | $4.1M |
| JSF Financial, LLC | 0.85% | Reduce -6.1% | 27,579 | $4.1M |
| Vericrest Private Wealth | 3.64% | — | 27,518 | $4.1M |
| Private Trust Co. NA | 0.36% | Add +0.4% | 27,342 | $4.1M |
| Joel Isaacson & Co., LLC | 0.13% | Add +0.3% | 27,120 | $4.0M |
| Alta Wealth Advisors LLC | 1.34% | Add +6.8% | 27,033 | $4.0M |
| Voisard Asset Management Group, Inc. | 0.86% | Add +0.1% | 26,817 | $4.0M |
| Summit Investment Advisory Services, LLC | 1.50% | Reduce -0.3% | 26,804 | $4.0M |
| Segment Wealth Management, LLC | 0.23% | Add +0.3% | 26,736 | $4.0M |
| Dorsey & Whitney Trust CO LLC | 0.21% | No change | 26,677 | $4.0M |
| Climber Capital SA | 2.57% | — | 32,482 | $3.9M |
| Carrera Capital Advisors | 0.66% | Add +12.9% | 26,340 | $3.9M |
| Drucker Wealth 3.0, LLC | 0.68% | Add +1.1% | 26,074 | $3.9M |
| N.E.W. Advisory Services LLC | 0.29% | Reduce -3.3% | 26,072 | $3.9M |
| Belleair Asset Management, LLC | 3.67% | — | 25,893 | $3.9M |
| TFC Financial Management, Inc. | 0.48% | Reduce -1.1% | 25,651 | $3.8M |
| Strategic Blueprint, LLC | 0.22% | Reduce -57.9% | 25,579 | $3.8M |
| BridgePort Financial Solutions, LLC | 1.02% | Add +1.2% | 25,485 | $3.8M |
| IHT Wealth Management, LLC | 0.09% | Add +26.7% | 25,256 | $3.8M |
| Oxford Financial Group, LTD. LLC | 0.21% | Reduce -0.4% | 25,259 | $3.8M |
| Nicholson Meyer Capital Management, Inc. | 2.84% | Add +0.3% | 25,244 | $3.8M |
| Choate Investment Advisors | 0.07% | No change | 25,243 | $3.8M |
| Curat Global, LLC | 4.16% | Add +7.3% | 25,161 | $3.7M |
| Nepc LLC | 0.08% | No change | 25,076 | $3.7M |
| Silvia McColl Wealth Management, LLC | 2.45% | No change | 24,800 | $3.7M |
| NewEdge Wealth, LLC | 0.04% | Add +60.3% | 24,712 | $3.7M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Add +3.9% | 24,611 | $3.7M |
| Pinnacle Financial Partners, Inc. | 0.03% | — | 24,472 | $3.6M |
| Glass Jacobson Investment Advisors llc | 1.31% | Reduce -7.0% | 24,443 | $3.6M |
| Brown Advisory Inc. | 0.01% | Reduce -6.4% | 24,437 | $3.6M |
| Carr Financial Group Corp | 0.96% | Reduce -0.1% | 24,347 | $3.6M |
| Gladstone Institutional Advisory LLC | 0.14% | Reduce -12.9% | 24,265 | $3.6M |
| Rather & Kittrell, Inc. | 0.58% | Reduce -1.0% | 24,235 | $3.6M |
| ShoreHaven Wealth Partners, LLC | 1.29% | No change | 24,210 | $3.6M |
| Kings Path Partners LLC | 1.26% | Reduce -0.2% | 24,172 | $3.6M |
| Jackson Thornton Wealth Management, LLC | 0.34% | Add +40.8% | 23,744 | $3.6M |
| Retirement Planning Group, LLC | 0.12% | Add +3.7% | 24,053 | $3.6M |
| Formulate Financial LLC | 4.17% | Reduce -0.1% | 23,940 | $3.6M |
| Jefferies Financial Group Inc. | 0.03% | Add +0.0% | 23,833 | $3.5M |
| Foster Group, Inc. | 0.11% | Add +2.1% | 23,628 | $3.5M |
| SCS Capital Management LLC | 0.04% | Add +1.0% | 23,596 | $3.5M |
| Vanguard Group Inc. | 0.00% | Add +12.3% | 23,561 | $3.5M |
| Fiduciary Alliance LLC | 0.23% | Add +3.8% | 23,291 | $3.5M |
| Tiaa Trust, National Association | 0.01% | Reduce -0.6% | 23,260 | $3.5M |
| TD Private Client Wealth LLC | 0.07% | Add +24.0% | 23,094 | $3.4M |
| Strategic Equity Management | 1.16% | Reduce -7.9% | 22,956 | $3.4M |
| Godfrey Financial Associates, Inc. | 2.91% | — | 22,619 | $3.4M |
| Tenon Financial LLC | 1.41% | No change | 22,540 | $3.4M |
| SC&H Financial Advisors, Inc. | 0.52% | Reduce -1.4% | 22,389 | $3.3M |
| Compound Planning, Inc. | 0.10% | Add +49.4% | 22,347 | $3.3M |
| RFG Advisory, LLC | 0.06% | Reduce -3.8% | 22,003 | $3.3M |
| Discipline Wealth Solutions, LLC | 0.60% | Reduce -1.3% | 21,946 | $3.3M |
| AE Wealth Management LLC | 0.02% | Add +1.1% | 21,936 | $3.3M |
| Apollon Financial, LLC | 0.47% | Add +0.1% | 21,880 | $3.3M |
| SFG Wealth Management, LLC. | 1.27% | Add +0.3% | 21,684 | $3.2M |
| Calton & Associates, Inc. | 0.47% | Reduce -3.6% | 21,600 | $3.2M |
| One Wealth Advisors, LLC | 0.39% | Add +6.0% | 21,600 | $3.2M |
| M&T Bank Corp | 0.01% | Reduce -44.6% | 21,599 | $3.2M |
| Mayflower Financial Advisors, LLC | 0.39% | Add +1.3% | 21,595 | $3.2M |
| May Hill Capital, LLC | 0.87% | Add +0.3% | 21,586 | $3.2M |
| Saxony Capital Management, LLC | 1.95% | Add +283.6% | 21,410 | $3.2M |
| Signature Resources Capital Management, LLC | 1.61% | No change | 21,364 | $3.2M |
| Quadrant Private Wealth Management, LLC | 0.52% | Add +0.9% | 21,351 | $3.2M |
| Luminvest Wealth Management LLC | 0.88% | Reduce -16.2% | 21,351 | $3.2M |
| Bokf, NA | 0.05% | Reduce -2.2% | 21,217 | $3.2M |
| Walkner Condon Financial Advisors LLC | 0.43% | Reduce -31.9% | 20,983 | $3.1M |
| GTS Securities LLC | 0.11% | Reduce -34.1% | 20,807 | $3.1M |
| Lauterbach Financial Advisors, LLC | 1.51% | Reduce -1.4% | 20,700 | $3.1M |
| Curi Capital, LLC | 0.05% | Reduce -0.7% | 20,684 | $3.1M |
| PFG Advisors | 0.15% | Reduce -3.0% | 20,630 | $3.1M |
| Prosperity Consulting Group, LLC | 0.14% | Add +63.1% | 20,628 | $3.1M |
| Buttonwood Financial Advisors Inc. | 1.02% | Reduce -1.8% | 20,555 | $3.1M |
| Unique Wealth, LLC | 0.43% | Add +2.9% | 20,491 | $3.0M |
| AdvisorNet Financial, Inc | 0.16% | Add +0.1% | 20,429 | $3.0M |
| Diversify Advisory Services, LLC | 0.10% | Add +3.8% | 20,010 | $3.0M |
| Maltin Wealth Management, Inc. | 1.21% | Add +2.6% | 20,384 | $3.0M |
| Kelly Financial Services LLC | 0.76% | Reduce -5.8% | 20,290 | $3.0M |
| TKG Advisors, LLC | 1.21% | No change | 20,160 | $3.0M |
| WealthCollab, LLC | 1.22% | Reduce -1.2% | 20,076 | $3.0M |
| Schrum Private Wealth Management LLC | 2.20% | Add +2.8% | 20,040 | $3.0M |
| First National Bank & Trust Co. of Newtown | 0.54% | No change | 19,930 | $3.0M |
| Integrity Alliance, Llc. | 0.11% | Add +9.1% | 19,863 | $3.0M |
| Agf Management Ltd. | 0.01% | No change | 19,775 | $2.9M |
| Debussy Capital Management LP | 0.40% | Reduce -17.6% | 19,547 | $2.9M |
| Mutual Advisors, LLC | 0.06% | Reduce -0.9% | 19,523 | $2.9M |
| Evoke Wealth, LLC | 0.06% | Add +0.0% | 19,501 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Add +113.0% | 19,485 | $2.9M |
| Essex Bank | 0.62% | Add +1.1% | 19,361 | $2.9M |
| Serenus Wealth Advisors, LLC | 0.56% | No change | 19,292 | $2.9M |
| Northwest Bancshares, Inc. | 0.55% | Reduce -1.1% | 19,015 | $2.8M |
| Great Point Wealth Advisors, LLC | 0.51% | Reduce -1.8% | 18,926 | $2.8M |
| Quad-Cities Investment Group, LLC | 1.16% | Reduce -2.2% | 18,903 | $2.8M |
| LaSalle St. Investment Advisors, LLC | 0.45% | Add +14.0% | 18,693 | $2.8M |
| Broad Run Investment Management, LLC | 0.52% | New | 18,657 | $2.8M |
| Snider Financial Group | 0.74% | Reduce -5.0% | 18,581 | $2.8M |
| Cooper Financial Group | 0.29% | Add +119.9% | 18,571 | $2.8M |
| Cornerstone Wealth Group, LLC | 0.19% | Reduce -48.2% | 18,482 | $2.7M |
| Range Advisory, LLC | 0.70% | — | 18,306 | $2.7M |
| Tranquility Partners, LLC | 0.97% | Add +14.6% | 18,196 | $2.7M |
| Assetmark, Inc. | 0.01% | Reduce -0.4% | 18,168 | $2.7M |
| Keystone Financial Group, Inc. | 1.41% | Add +0.3% | 18,146 | $2.7M |
| Sage Financial Group Inc. | 0.18% | Reduce -4.3% | 18,112 | $2.7M |
| Perigon Wealth Management, LLC | 0.05% | Add +23.7% | 18,066 | $2.7M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -18.6% | 17,984 | $2.7M |
| Parkwoods Wealth Partners, LLC | 0.79% | Add +2.7% | 17,951 | $2.7M |
| Venturi Wealth Management, LLC | 0.12% | Reduce -0.3% | 17,938 | $2.7M |
| Cascade Financial Partners, LLC | 0.27% | Reduce -8.2% | 17,900 | $2.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -9.7% | 17,831 | $2.7M |
| Associated Banc-Corp | 0.07% | Reduce -5.0% | 17,486 | $2.6M |
| Morling Financial Advisors, LLC | 0.82% | Add +0.7% | 17,478 | $2.6M |
| Asset One Wealth Management LLC | 0.36% | — | 17,086 | $2.6M |
| Flywheel Private Wealth LLC | 1.61% | Add +92.3% | 17,323 | $2.6M |
| Convergence Financial, LLC | 0.37% | Add +6.5% | 17,057 | $2.5M |
| Farmers & Merchants Investments Inc. | 0.07% | Add +0.1% | 17,027 | $2.5M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +0.2% | 17,006 | $2.5M |
| Peak Financial Management, Inc. | 0.65% | Reduce -1.1% | 16,990 | $2.5M |
| Centerpoint Advisors, LLC | 0.78% | Add +4.4% | 16,953 | $2.5M |
| Archer Investment Corp | 0.57% | Reduce -1.3% | 16,948 | $2.5M |
| Phillips Financial Management, LLC | 0.16% | Add +0.2% | 16,851 | $2.5M |
| Hamilton Capital, LLC | 0.13% | — | 16,835 | $2.5M |
| Cardiff Park Advisors, LLC | 0.21% | Reduce -0.3% | 16,742 | $2.5M |
| Wealth Group Ltd | 0.56% | Reduce -3.2% | 16,691 | $2.5M |
| Sowa Financial Group, Inc. | 1.29% | Reduce -0.6% | 16,637 | $2.5M |
| Cherry Tree Wealth Management, LLC | 0.52% | Reduce -1.1% | 16,497 | $2.5M |
| XY Planning Network, Inc. | 0.43% | Add +118.1% | 16,494 | $2.5M |
| Regency Capital Management Inc.\DE | 1.02% | Add +35.1% | 16,486 | $2.5M |
| Tower Research Capital LLC (TRC) | 0.06% | Reduce -86.8% | 16,278 | $2.4M |
| Tempo Wealth, LLC | 0.43% | — | 16,246 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +3.3% | 16,048 | $2.4M |
| Riverbend Wealth Management, LLC | 1.49% | Add +39.7% | 15,954 | $2.4M |
| Savvy Advisors, Inc. | 0.08% | Add +71.8% | 15,936 | $2.4M |
| Asempa Wealth Advisors | 2.04% | — | 15,896 | $2.4M |
| Csenge Advisory Group | 0.11% | Reduce -0.2% | 15,890 | $2.4M |
| Midwest Trust Co | 0.03% | Add +47.6% | 15,653 | $2.3M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.7% | 15,501 | $2.3M |
| McGlone Suttner Wealth Management, Inc. | 0.31% | Reduce -1.2% | 15,480 | $2.3M |
| Objective Capital Management, LLC | 2.34% | Add +0.5% | 15,473 | $2.3M |
| Accredited Investors Inc. | 0.12% | Reduce -3.9% | 15,405 | $2.3M |
| Keybank National Association | 0.01% | Reduce -8.7% | 15,316 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +354.1% | 15,285 | $2.3M |
| Financial Architects, LLC | 1.22% | No change | 15,280 | $2.3M |
| Guidance Point Advisors, LLC | 0.54% | Reduce -1.6% | 15,242 | $2.3M |
| Birch Financial Group, LLC | 1.29% | Reduce -5.8% | 15,165 | $2.3M |
| Destiny Wealth Partners, LLC | 0.26% | No change | 14,732 | $2.2M |
| Trivium Point Advisory, LLC | 0.22% | Reduce -3.3% | 14,962 | $2.2M |
| Talisman Wealth Advisors LLC | 1.73% | Reduce -5.7% | 14,928 | $2.2M |
| Signaturefd, LLC | 0.03% | Add +1.4% | 14,887 | $2.2M |
| Wealth Effects LLC | 0.69% | No change | 14,751 | $2.2M |
| Vistica Wealth Advisors, LLC | 2.18% | — | 14,741 | $2.2M |
| Bogart Wealth, LLC | 0.09% | Add +15.3% | 14,664 | $2.2M |
| Pasadena Private Wealth, LLC | 0.30% | Add +1.9% | 14,611 | $2.2M |
| Financial Management Professionals, Inc. | 0.22% | No change | 14,566 | $2.2M |
| Grey Ledge Advisors, LLC | 0.49% | Reduce -8.1% | 14,492 | $2.2M |
| ZWJ Investment Counsel Inc. | 0.08% | Reduce -3.4% | 14,355 | $2.1M |
| Cyndeo Wealth Partners, LLC | 0.11% | Reduce -1.9% | 14,192 | $2.1M |
| Traveka Wealth, LLC | 0.85% | Add +482.1% | 14,053 | $2.1M |
| Compass Ion Advisors, LLC | 0.20% | Add +0.0% | 14,012 | $2.1M |
| Robinson Smith Wealth Advisors LLC | 1.42% | Reduce -0.0% | 13,965 | $2.1M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -2.9% | 13,929 | $2.1M |
| Icon Wealth Advisors, LLC | 0.14% | Add +0.1% | 13,887 | $2.1M |
| Advisors Capital Management, LLC | 0.02% | Add +70.7% | 13,717 | $2.0M |
| ABLE Financial Group, LLC | 0.41% | Reduce -2.8% | 13,649 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Add +12.5% | 13,580 | $2.0M |
| Hobbs Group Advisors, LLC | 0.60% | Add +5.2% | 13,375 | $2.0M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -0.3% | 13,373 | $2.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.24% | Add +3.1% | 13,275 | $2.0M |
| Fifth Third Bancorp | 0.01% | Add +50.5% | 13,272 | $2.0M |
| First Interstate Bank | 0.11% | Reduce -6.9% | 13,224 | $2.0M |
| Stephenson & Company, Inc. | 1.08% | No change | 13,202 | $2.0M |
| BlueStem Wealth Partners, LLC | 0.21% | Reduce -2.2% | 13,066 | $1.9M |
| Three Arch Wealth Management LLC | 0.36% | — | 13,044 | $1.9M |
| Prosperity Planning, Inc. | 0.72% | Add +0.4% | 13,037 | $1.9M |
| Whitcomb & Hess, Inc. | 0.46% | Reduce -7.0% | 12,754 | $1.9M |
| Westside Investment Management, Inc. | 0.31% | Reduce -0.1% | 12,991 | $1.9M |
| Oak Barrel Wealth Advisory LLC | 1.15% | — | 12,923 | $1.9M |
| KOM Wealth Management Group, LLC | 1.36% | Reduce -1.7% | 12,904 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -3.3% | 12,853 | $1.9M |
| Aaron Wealth Advisors LLC | 0.11% | Reduce -19.9% | 12,797 | $1.9M |
| Colter Lewis Investment Partners LLC | 2.20% | — | 12,789 | $1.9M |
| Centennial Wealth Advisory LLC | 0.50% | Reduce -8.2% | 12,751 | $1.9M |
| Box Hill Private Wealth LLC | 1.91% | — | 12,672 | $1.9M |
| Berman McAleer LLC | 0.26% | Reduce -1.4% | 12,637 | $1.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | New | 12,556 | $1.9M |
| Nemes Rush Group LLC | 0.17% | Add +14.6% | 12,452 | $1.9M |
| Bank Hapoalim BM | 0.17% | No change | 12,444 | $1.9M |
| Parkside Investments, LLC | 0.23% | Add +0.8% | 12,384 | $1.8M |
| Security Financial Services, INC. | 0.29% | Add +4.3% | 12,358 | $1.8M |
| My Personal CFO, LLC | 0.76% | New | 12,287 | $1.8M |
| Gryphon Financial Partners LLC | 0.19% | Add +0.0% | 12,222 | $1.8M |
| Mill Creek Capital Advisors, LLC | 0.04% | Add +0.0% | 12,047 | $1.8M |
| Walsh & Associates, LLC | 1.76% | — | 12,038 | $1.8M |
| Insigneo Advisory Services, LLC | 0.13% | Reduce -2.4% | 11,989 | $1.8M |
| SageView Advisory Group, LLC | 0.06% | Reduce -1.2% | 11,978 | $1.8M |
| Tennessee Valley Asset Management Partners | 0.23% | Add +14.1% | 11,932 | $1.8M |
| Pioneer Trust Bank N A | 0.41% | No change | 11,750 | $1.7M |
| Bawa N Mallick Trust | 0.64% | Add +0.1% | 11,677 | $1.7M |
| Weaver Consulting Group | 0.42% | No change | 11,647 | $1.7M |
| HRT Financial LP | 0.01% | Add +166.6% | 11,636 | $1.7M |
| Caliber Wealth Management, LLC / KS | 0.19% | Reduce -3.2% | 11,605 | $1.7M |
| Brooklyn Investment Group | 0.08% | Add +3.5% | 11,474 | $1.7M |
| Professional Financial Advisors, LLC | 0.35% | Add +0.5% | 11,547 | $1.7M |
| Beacon Financial Advisory LLC | 0.40% | Reduce -1.2% | 11,540 | $1.7M |
| Rosenberg Matthew Hamilton | 0.35% | Reduce -6.2% | 11,478 | $1.7M |
| BCS Wealth Management | 0.17% | Add +96.9% | 11,390 | $1.7M |
| D'Orazio & Associates, Inc. | 0.22% | Add +2.5% | 11,386 | $1.7M |
| Finley Financial, LLC | 0.77% | Reduce -0.3% | 11,345 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.1% | 11,338 | $1.7M |
| Balentine LLC | 0.06% | Reduce -14.2% | 11,325 | $1.7M |
| PCA Investment Advisory Services Inc. | 0.59% | Add +0.3% | 11,283 | $1.7M |
| Cogent Strategic Wealth LLC | 1.82% | — | 11,065 | $1.7M |
| Mgo One Seven LLC | 0.03% | Add +0.8% | 11,174 | $1.7M |
| Cahaba Wealth Management, Inc. | 0.12% | Reduce -2.8% | 11,147 | $1.7M |
| Pinnacle Family Advisors, LLC | 0.72% | Reduce -1.6% | 11,032 | $1.6M |
| Salvus Wealth Management, LLC | 0.91% | New | 10,996 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +64.6% | 10,942 | $1.6M |
| Westmount Partners, LLC | 0.40% | Add +1.2% | 10,914 | $1.6M |
| Aft, Forsyth & Sober, LLC | 0.49% | Reduce -9.6% | 10,875 | $1.6M |
| Legacy Advisors, LLC | 0.17% | No change | 10,867 | $1.6M |
| MN Wealth Advisors, LLC | 0.81% | Reduce -2.3% | 10,821 | $1.6M |
| Clarity Asset Management, Inc. | 0.88% | Reduce -1.8% | 10,803 | $1.6M |
| Invst, LLC | 0.17% | Reduce -6.2% | 10,647 | $1.6M |
| Crusonia Wealth Advisors LLC | 0.35% | — | 10,640 | $1.6M |
| Marino, Stram & Associates LLC | 0.29% | No change | 10,623 | $1.6M |
| JDH Wealth Management, LLC | 1.08% | No change | 10,599 | $1.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.12% | No change | 10,598 | $1.6M |
| Smartleaf Asset Management LLC | 0.06% | Add +815.9% | 10,514 | $1.6M |
| Magnolia Private Wealth, LLC | 1.10% | Reduce -5.3% | 10,587 | $1.6M |
| Visionary Wealth Advisors | 0.07% | Reduce -0.7% | 10,540 | $1.6M |
| Clayton Financial Group LLC | 0.80% | New | 10,512 | $1.6M |
| Klingman & Associates, LLC | 0.08% | Reduce -9.7% | 10,510 | $1.6M |
| MBL Wealth, LLC | 0.13% | Add +15.7% | 10,489 | $1.6M |
| Accelerate Investment Advisors LLC | 1.05% | Add +4.5% | 10,459 | $1.6M |
| Bouvel Investment Partners, LLC | 0.45% | Add +13.6% | 10,441 | $1.6M |
| RHS Financial, LLC | 0.76% | Add +14.4% | 10,426 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -4.3% | 10,423 | $1.5M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Add +5.8% | 10,403 | $1.5M |
| Tanglewood Legacy Advisors, LLC | 0.58% | Add +0.3% | 10,398 | $1.5M |
| Coordinated Financial Services, Inc. | 0.89% | Reduce -3.3% | 10,312 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -16.3% | 10,262 | $1.5M |
| Sovereign Financial Group, Inc. | 0.27% | Add +0.3% | 10,205 | $1.5M |
| Patten Group, Inc. | 0.28% | Reduce -18.8% | 10,160 | $1.5M |
| Two Sigma Securities, LLC | 0.21% | Add +12.2% | 10,152 | $1.5M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -97.0% | 10,146 | $1.5M |
| Index Fund Advisors, Inc. | 0.07% | No change | 10,109 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Reduce -2.9% | 10,107 | $1.5M |
| Private Management Group Inc. | 0.04% | No change | 10,000 | $1.5M |
| Chicago Capital, LLC | 0.04% | Reduce -0.4% | 9,974 | $1.5M |
| Eagle Bluffs Wealth Management LLC | 0.60% | Add +14.3% | 9,972 | $1.5M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -0.5% | 9,882 | $1.5M |
| Cary Street Partners Financial LLC | 0.04% | New | 9,851 | $1.5M |
| FourThought Financial Partners, LLC | 0.12% | Add +0.2% | 9,819 | $1.5M |
| Silver Oak Securities, Incorporated | 0.10% | Add +6.8% | 9,730 | $1.5M |
| Madison Wealth Partners, Inc | 0.26% | Reduce -7.3% | 9,746 | $1.4M |
| Signature Wealth Management Partners, LLC | 0.72% | Add +1.0% | 9,744 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Add +11.4% | 9,736 | $1.4M |
| Penobscot Wealth Management | 0.45% | Add +0.3% | 9,704 | $1.4M |
| Sugar Maple Asset Management, LLC | 0.97% | Add +0.0% | 9,671 | $1.4M |
| Seaside Wealth Management, Inc. | 0.41% | Reduce -3.7% | 9,610 | $1.4M |
| Meridian Wealth Partners, LLC | 0.20% | Reduce -3.6% | 9,561 | $1.4M |
| Wolff Wiese Magana LLC | 0.78% | Reduce -0.1% | 9,553 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.1% | 9,481 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.12% | Reduce -1.7% | 9,403 | $1.4M |
| Somerset Trust Co | 0.43% | No change | 9,385 | $1.4M |
| Earned Wealth Advisors, LLC | 0.10% | Add +1.2% | 9,364 | $1.4M |
| Pathway Financial Advisors LLC | 0.17% | No change | 9,200 | $1.4M |
| Fidelis Capital Partners, LLC | 0.10% | Reduce -12.9% | 9,318 | $1.4M |
| Fielder Capital Group LLC | 0.29% | Reduce -4.0% | 9,302 | $1.4M |
| Curated Wealth Partners LLC | 0.15% | No change | 9,301 | $1.4M |
| NorthRock Partners, LLC | 0.02% | Add +11.1% | 9,281 | $1.4M |
| Institute for Wealth Management, LLC. | 0.15% | Reduce -4.3% | 9,263 | $1.4M |
| Krilogy Financial LLC | 0.05% | No change | 9,082 | $1.4M |
| Northstar Financial Companies, Inc. | 1.09% | Reduce -27.2% | 9,192 | $1.4M |
| Gibson Capital, LLC | 0.25% | Add +17.4% | 9,167 | $1.4M |
| Clifford Swan Investment Counsel LLC | 0.05% | No change | 9,151 | $1.4M |
| Global View Capital Management LLC | 0.25% | Reduce -11.0% | 9,116 | $1.4M |
| Oakworth Capital, Inc. | 0.07% | No change | 9,066 | $1.3M |
| Evernest Financial Advisors, LLC | 0.28% | No change | 8,872 | $1.3M |
| Baring Financial LLC | 0.82% | Reduce -1.1% | 9,057 | $1.3M |
| Almanack Investment Partners, LLC. | 0.23% | No change | 9,053 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.15% | No change | 8,952 | $1.3M |
| Mayport, LLC | 0.26% | No change | 8,827 | $1.3M |
| Money Concepts Capital Corp. | 0.07% | Reduce -4.2% | 8,770 | $1.3M |
| Sprinkle Financial Consultants LLC | 0.66% | Add +0.8% | 8,767 | $1.3M |
| Base Wealth Management LLC | 0.70% | Reduce -0.4% | 8,754 | $1.3M |
| Mather Group, Llc. | 0.01% | Add +3.9% | 8,732 | $1.3M |
| Detalus Advisors, LLC | 0.31% | Add +2.9% | 8,654 | $1.3M |
| Corrado Advisors, LLC | 0.63% | Add +3.2% | 8,508 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +0.1% | 8,460 | $1.3M |
| Cypress Wealth Services, LLC | 0.17% | Add +1.4% | 8,439 | $1.3M |
| Wellington-Altus USA Inc. | 0.93% | — | 8,435 | $1.3M |
| Human Investing LLC | 0.18% | Add +2.9% | 8,434 | $1.3M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -10.2% | 8,403 | $1.2M |
| North Star Asset Management Inc. | 0.05% | Reduce -5.8% | 8,365 | $1.2M |
| Helium Advisors LLC | 1.26% | Reduce -2.7% | 8,359 | $1.2M |
| Whitaker-Myers Wealth Managers, LTD. | 0.26% | Add +0.3% | 8,324 | $1.2M |
| Pacific Capital Wealth Advisors, Inc. | 0.21% | Add +39.4% | 8,311 | $1.2M |
| Petros Family Wealth, LLC | 0.82% | Add +375.0% | 8,308 | $1.2M |
| Southeast Asset Advisors, LLC | 0.12% | Reduce -1.4% | 8,292 | $1.2M |
| Rodgers & Associates, LTD | 0.12% | No change | 8,249 | $1.2M |
| Solstein Capital, LLC | 0.49% | New | 8,240 | $1.2M |
| Horst & Graben Wealth Management LLC | 0.18% | Add +0.5% | 8,178 | $1.2M |
| Atwood & Palmer Inc. | 0.07% | No change | 8,127 | $1.2M |
| Winter & Associates, Inc. | 1.11% | — | 8,112 | $1.2M |
| Meridian Management Co. | 0.30% | No change | 8,100 | $1.2M |
| Ares Financial Consulting, LLC | 1.14% | — | 8,029 | $1.2M |
| Pinnacle Wealth Management Group, Inc. | 0.60% | Add +7.4% | 8,025 | $1.2M |
| Sylvest Advisors, LLC | 0.64% | Reduce -1.9% | 8,022 | $1.2M |
| Milestone Asset Management, LLC | 0.23% | Reduce -0.1% | 8,020 | $1.2M |
| Elevated Financial Group LLC | 0.41% | — | 7,997 | $1.2M |
| L.K. Benson & Company, P.C. | 0.59% | Add +1.0% | 7,846 | $1.2M |
| Wealth Alliance, LLC | 0.11% | Add +101.7% | 7,843 | $1.2M |
| KLCM Advisors, Inc. | 0.10% | New | 7,836 | $1.2M |
| Grange Capital, LLC | 1.12% | Add +1.4% | 7,833 | $1.2M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -3.0% | 7,742 | $1.2M |
| NWK Group, Inc. | 0.40% | Add +190.3% | 7,704 | $1.1M |
| Readystate Asset Management LP | 0.09% | New | 7,617 | $1.1M |
| Symphony Financial, Ltd. Co. | 0.15% | Add +1.5% | 7,552 | $1.1M |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -0.9% | 7,605 | $1.1M |
| Sfmg, LLC | 0.07% | Reduce -0.2% | 7,505 | $1.1M |
| Patten & Patten Inc. | 0.07% | No change | 7,500 | $1.1M |
| Advisortrust Partners, LLC | 0.49% | — | 7,468 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -0.9% | 7,468 | $1.1M |
| Edgestream Partners, L.P. | 0.03% | Add +316.3% | 7,431 | $1.1M |
| Keystone Wealth Services, LLC | 0.23% | Add +0.0% | 7,430 | $1.1M |
| 55 North Private Wealth, LLC | 0.29% | — | 7,391 | $1.1M |
| Elevation Wealth Management LLC | 1.05% | — | 7,336 | $1.1M |
| Financial Consulate, Inc. | 0.15% | Reduce -19.1% | 7,293 | $1.1M |
| WealthShield Partners, LLC | 0.12% | Reduce -1.2% | 7,277 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -0.2% | 7,272 | $1.1M |
| Quantify Chaos Advisors, LLC | 3.27% | — | 7,253 | $1.1M |
| Windsor Capital Management, LLC | 0.31% | Reduce -2.1% | 7,229 | $1.1M |
| Ascent Group, LLC | 0.04% | Reduce -0.8% | 7,150 | $1.1M |
| Stonekeep Investments, LLC | 0.67% | Reduce -1.1% | 7,097 | $1.1M |
| Orgel Wealth Management, LLC | 0.02% | No change | 7,065 | $1.1M |
| IFG Advisory, LLC | 0.05% | Add +2.2% | 7,052 | $1.0M |
| Kwmg, LLC | 0.09% | Reduce -0.0% | 7,047 | $1.0M |
| First American Trust, FSB | 0.07% | Add +46.4% | 7,041 | $1.0M |
| One Capital Management, LLC | 0.03% | Add +1.1% | 7,039 | $1.0M |
| Palisade Capital Management, LP | 0.03% | New | 7,001 | $1.0M |
| EPG Wealth Management LLC | 0.28% | Add +0.5% | 6,998 | $1.0M |
| Capital City Trust Co. | 0.23% | No change | 6,992 | $1.0M |
| Genesis Private Wealth, LLC | 0.32% | New | 6,921 | $1.0M |
| Albion Financial Group | 0.06% | Reduce -3.6% | 6,885 | $1.0M |
| Cibc World Market Inc. | 0.00% | Reduce -3.9% | 6,826 | $1.0M |
| ZEGA Investments, LLC | 0.20% | Add +19.8% | 6,819 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.1% | 6,805 | $1.0M |
| Rolek Wealth Management LLC | 0.69% | Reduce -1.1% | 6,793 | $1.0M |
| Chesley Taft & Associates LLC | 0.04% | Add +0.6% | 6,764 | $1.0M |
| San Luis Wealth Advisors LLC | 0.17% | Reduce -1.0% | 6,724 | $1000K |
| HCR Wealth Advisors | 0.10% | Reduce -0.5% | 6,716 | $999K |
| TSA Wealth Managment LLC | 0.33% | Add +1.7% | 6,696 | $996K |
| Boston Trust Walden Corp | 0.01% | No change | 6,667 | $991K |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +1.0% | 6,662 | $991K |
| Aspiring Ventures, LLC | 0.36% | Add +1.4% | 6,640 | $987K |
| GHP Investment Advisors, Inc. | 0.04% | No change | 6,615 | $984K |
| Soundwatch Capital LLC | 0.15% | No change | 6,604 | $982K |
| Cooper/Haims Advisors, LLC | 0.44% | New | 6,556 | $975K |
| Pacific Park Financial, Inc. | 0.61% | — | 6,552 | $974K |
| Howe & Rusling Inc. | 0.06% | Add +5.8% | 6,551 | $974K |
| Proficio Capital Partners LLC | 0.07% | Add +283.3% | 6,516 | $969K |
| Fiduciary Advisors, Inc. | 0.74% | Reduce -4.5% | 6,508 | $968K |
| Brio Consultants, LLC | 0.13% | Reduce -4.0% | 6,503 | $967K |
| Adams Wealth Management | 0.21% | Add +3.9% | 6,502 | $967K |
| CacheTech Inc. | 0.18% | Add +3.9% | 6,502 | $967K |
| Bond & Devick Financial Network, Inc. | 0.27% | No change | 6,496 | $966K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.20% | Add +0.1% | 6,437 | $957K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +6.6% | 6,395 | $951K |
| Brandywine Oak Private Wealth LLC | 0.08% | Reduce -1.4% | 6,321 | $940K |
| Verdence Capital Advisors LLC | 0.06% | Add +30.5% | 6,313 | $939K |
| Truefg, LLC | 0.25% | Add +1.2% | 6,307 | $938K |
| Cooke Wealth Management, LLC | 0.82% | — | 6,198 | $937K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.18% | No change | 6,293 | $936K |
| Evanson Asset Management, LLC | 0.05% | Add +65.9% | 6,256 | $930K |
| Harbor Investment Advisory, LLC | 0.07% | Add +2.0% | 6,253 | $930K |
| GC Wealth Management RIA, LLC | 0.03% | No change | 6,238 | $927K |
| Spire Wealth Management | 0.03% | No change | 6,232 | $927K |
| Charter Oak Capital Management, LLC | 0.07% | Reduce -0.0% | 6,230 | $926K |
| Downshift Financial, LLC | 0.57% | — | 6,259 | $925K |
| 5T Wealth, LLC | 0.37% | Add +4.9% | 6,195 | $921K |
| Cambient Family Office, LLC | 0.13% | — | 6,195 | $921K |
| ATLas Financial Planning LLC | 0.90% | — | 6,181 | $919K |
| Watershed Private Wealth LLC | 0.28% | Reduce -0.1% | 6,181 | $919K |
| Outlook Wealth Advisors, LLC | 0.21% | Reduce -3.3% | 6,158 | $916K |
| Citizens Financial Group Inc. | 0.01% | Add +52.6% | 6,132 | $912K |
| QRG Capital Management, Inc. | 0.01% | Add +35.3% | 6,114 | $909K |
| W Advisors, LLC | 0.46% | Add +3.3% | 6,107 | $908K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -6.0% | 6,098 | $907K |
| Zacks Investment Management | 0.01% | Add +115.1% | 6,087 | $905K |
| Sound Stewardship, LLC | 0.43% | Add +1.0% | 6,074 | $903K |
| IFG Advisors, LLC | 0.15% | Add +0.9% | 6,047 | $899K |
| Larson Financial Group LLC | 0.03% | Add +5.7% | 6,041 | $898K |
| Retirement Investment Advisors, Inc. | 0.07% | No change | 6,036 | $897K |
| Wilkins Miller Wealth Management, LLC | 0.53% | Reduce -0.5% | 6,028 | $896K |
| Adkins Seale Capital Management LLC | 0.88% | — | 6,000 | $892K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -0.9% | 5,894 | $892K |
| Independent Advisor Alliance | 0.02% | Add +0.7% | 5,969 | $887K |
| Foundry Financial LLC | 0.47% | — | 5,961 | $886K |
| Bison Wealth, LLC | 0.10% | Add +5.8% | 6,256 | $886K |
| Seven Mile Advisory | 0.15% | Add +0.3% | 5,949 | $885K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -11.9% | 5,916 | $880K |
| Legacy Solutions, LLC | 0.77% | Add +6.3% | 5,904 | $878K |
| Sharp Wealth Advisory, LLC | 0.44% | Add +20.4% | 5,900 | $877K |
| Hancock Whitney Corp. | 0.02% | No change | 5,873 | $873K |
| Regal Investment Advisors LLC | 0.05% | Add +29.9% | 5,871 | $873K |
| KPP Advisory Services LLC | 0.13% | Reduce -10.1% | 5,860 | $871K |
| WJ Wealth Management, LLC | 0.38% | Reduce -0.5% | 5,844 | $869K |
| First Trust Advisors LP | 0.00% | Reduce -6.8% | 5,835 | $868K |
| Gemmer Asset Management LLC | 0.07% | Add +0.3% | 5,835 | $868K |
| Keener Financial Planning LLC | 0.37% | No change | 5,836 | $867K |
| Davis R M Inc. | 0.01% | Reduce -1.3% | 5,827 | $866K |
| Beckerman Institutional, LLC | 0.48% | No change | 5,798 | $862K |
| Robinhood Asset Management, LLC | 0.07% | — | 5,782 | $860K |
| Nabity-Jensen Investment Management Inc | 0.58% | Reduce -5.6% | 5,750 | $855K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -3.8% | 5,749 | $855K |
| Arista Wealth Management, LLC | 0.10% | No change | 5,744 | $854K |
| Cypress Capital Group | 0.10% | No change | 5,729 | $852K |
| VeraBank, N.A. | 0.15% | Reduce -0.3% | 5,704 | $848K |
| Client 1ST Advisory Group, LLC | 0.26% | No change | 5,680 | $845K |
| True North Advisors, LLC | 0.11% | Add +0.0% | 5,674 | $844K |
| Biltmore Family Office, LLC | 0.12% | No change | 5,673 | $844K |
| Running Point Capital Advisors, LLC | 0.23% | No change | 5,635 | $838K |
| McClarren Financial Advisors, Inc. | 0.50% | Reduce -89.7% | 595 | $837K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -59.3% | 5,628 | $837K |
| Kavar Capital Partners Group, LLC | 0.11% | No change | 5,597 | $832K |
| EJMK Ventures LLC | 0.51% | — | 5,566 | $828K |
| Optivise Advisory Services LLC | 0.48% | Reduce -3.7% | 5,554 | $826K |
| Chapin Davis, Inc. | 0.19% | Reduce -0.4% | 5,539 | $824K |
| Cadence Wealth Management LLC | 0.40% | Add +10.5% | 5,513 | $820K |
| Deutsche Bank AG | 0.00% | No change | 5,500 | $818K |
| Inman Jager Wealth Management, LLC | 0.50% | No change | 5,481 | $815K |
| Atlantic Union Bankshares Corp | 0.02% | No change | 5,455 | $811K |
| Commerce Bank | 0.00% | Reduce -14.5% | 5,430 | $807K |
| Successful Portfolios LLC | 0.41% | Add +32.9% | 5,316 | $807K |
| Laurel Oak Wealth Management, LLC | 0.14% | — | 5,421 | $806K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +183.8% | 5,417 | $805K |
| Capital Advisors Inc. | 0.01% | Add +1.9% | 5,413 | $805K |
| CGN Advisors LLC | 0.06% | Reduce -2.9% | 5,402 | $803K |
| Whittier Trust Co. | 0.01% | No change | 5,295 | $801K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 5,330 | $793K |
| Precision Wealth Strategies, LLC | 0.26% | No change | 5,297 | $788K |
| Keb Asset Management, LLC | 0.16% | Add +6.1% | 5,251 | $781K |
| Northeast Investment Management | 0.03% | No change | 5,217 | $776K |
| Tompkins Financial Corp. | 0.06% | No change | 5,180 | $770K |
| Thrive Wealth Management, LLC | 0.11% | Add +0.5% | 5,160 | $767K |
| Ofc Financial Planning, LLC | 0.73% | Add +6.3% | 5,145 | $765K |
| Poinciana Advisors Group, LLC | 0.60% | Add +35.1% | 5,124 | $762K |
| Raffa Wealth Management, LLC | 0.12% | No change | 5,092 | $757K |
| Quarry Hill Advisors, LLC | 0.35% | Reduce -1.2% | 5,041 | $750K |
| 1834 Investment Advisors Co. | 0.09% | No change | 4,995 | $743K |
| KERR FINANCIAL PLANNING Corp | 1.01% | Reduce -4.5% | 5,008 | $742K |
| Wesbanco Bank Inc. | 0.02% | Add +8.7% | 4,988 | $742K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +1.8% | 4,973 | $739K |
| Madden Advisory Services, Inc. | 0.30% | Reduce -2.2% | 4,952 | $736K |
| Falcon Wealth Planning | 0.06% | Reduce -0.0% | 4,940 | $735K |
| Florida Trust Wealth Management Co | 0.02% | No change | 4,932 | $733K |
| WealthBridge Capital Management, LLC | 0.17% | Add +0.1% | 4,923 | $732K |
| PW Nova Financial Services LLC | 0.28% | — | 4,880 | $728K |
| American Trust | 0.06% | Add +9.9% | 4,891 | $727K |
| Align Financial, LLC | 0.42% | — | 725,607 | $726K |
| IFC Advisors LLC | 0.11% | Reduce -23.3% | 4,878 | $725K |
| Opus Financial Solutions LLC | 0.68% | — | 4,870 | $724K |
| Geometric Wealth Advisors | 0.09% | Add +1.0% | 4,867 | $724K |
| Traphagen Investment Advisors LLC | 0.06% | Add +0.3% | 4,865 | $723K |
| Integrity Advisory Solutions, LLC | 0.10% | Add +11.2% | 4,861 | $723K |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.6% | 4,851 | $721K |
| XML Financial, LLC | 0.06% | Reduce -4.9% | 4,847 | $721K |
| Cadent Capital Advisors, LLC | 0.19% | No change | 4,839 | $719K |
| Golden State Wealth Management, LLC | 0.08% | Add +5.1% | 4,831 | $718K |
| FSM Wealth Advisors, LLC | 0.10% | No change | 4,801 | $714K |
| Smithbridge Asset Management Inc. | 0.06% | Add +100.0% | 4,800 | $714K |
| Brookwood Investment Group LLC | 0.09% | Reduce -1.3% | 4,787 | $712K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -1.4% | 4,764 | $708K |
| Trust Co of the South | 0.11% | New | 4,763 | $708K |
| Toronto Dominion Bank | 0.00% | New | 4,720 | $702K |
| Tarbox Family Office, Inc. | 0.11% | Reduce -8.8% | 4,713 | $701K |
| ForthRight Wealth Management, LLC | 0.20% | Add +0.0% | 4,707 | $700K |
| Pettinga Financial Advisors LLC | 0.13% | Reduce -12.1% | 4,694 | $698K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +4.6% | 4,691 | $698K |
| Qube Research & Technologies Ltd | 0.00% | Add +9.8% | 4,686 | $697K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +1.8% | 4,676 | $695K |
| Exit Wealth Advisors, LLC. | 0.41% | Add +9.7% | 4,659 | $693K |
| Sharkey, Howes & Javer | 0.09% | Reduce -7.2% | 4,654 | $692K |
| Awm Capital, LLC | 0.06% | Add +0.3% | 4,641 | $690K |
| Hilltop Partners LLC | 0.18% | No change | 4,627 | $688K |
| Financial Alternatives, Inc | 0.40% | No change | 4,610 | $685K |
| CFO4Life Group, LLC | 0.10% | No change | 4,600 | $684K |
| Old National Bancorp | 0.01% | Reduce -0.7% | 4,594 | $683K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Reduce -1.6% | 4,592 | $683K |
| APS Management Group, Inc. | 0.58% | No change | 4,578 | $681K |
| West Bancorporation Inc. | 0.36% | Reduce -0.6% | 4,558 | $678K |
| Wetzel Investment Advisors, Inc. | 0.27% | Reduce -3.3% | 4,543 | $675K |
| Resurgent Financial Advisors LLC | 0.34% | No change | 4,489 | $667K |
| CX Institutional | 0.02% | Reduce -19.6% | 4,484 | $667K |
| Vicus Capital | 0.05% | Reduce -3.5% | 4,484 | $667K |
| BAM Wealth Management, LLC | 0.48% | Add +88.9% | 4,455 | $662K |
| Waldron Private Wealth LLC | 0.03% | No change | 4,449 | $662K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +26.5% | 4,377 | $659K |
| German American Bancorp, Inc. | 0.06% | Reduce -23.5% | 4,420 | $657K |
| Next Level Private LLC | 0.17% | Reduce -7.1% | 4,401 | $654K |
| UNIVEST FINANCIAL Corp | 0.03% | No change | 4,386 | $652K |
| Salem Investment Counselors Inc. | 0.02% | No change | 4,380 | $651K |
| Panoramic Investment Advisors, LLC | 0.35% | Reduce -1.4% | 4,361 | $648K |
| TrustWell Financial Advisors, LLC | 0.63% | — | 4,360 | $648K |
| Strait & Sound Wealth Management LLC | 0.24% | No change | 4,359 | $648K |
| Belpointe Asset Management LLC | 0.02% | Reduce -1.6% | 4,350 | $647K |
| Financial Strategies Group, Inc. | 0.12% | Reduce -0.7% | 4,270 | $646K |
| Zullo Investment Group, Inc. | 0.24% | Reduce -0.3% | 4,343 | $646K |
| Marble Wealth, LLC | 0.09% | — | 4,322 | $643K |
| C M Bidwell & Associates Ltd. | 0.30% | No change | 4,318 | $642K |
| IMA Advisory Services, Inc. | 0.06% | No change | 4,317 | $642K |
| Elevation Wealth Partners, LLC | 0.23% | Reduce -1.1% | 4,296 | $639K |
| Klingenstein Fields & Co. LP | 0.02% | Reduce -25.5% | 4,289 | $638K |
| River Street Advisors LLC | 0.24% | Add +10.2% | 4,280 | $636K |
| MSH Capital Advisors LLC | 0.14% | Reduce -7.3% | 4,278 | $636K |
| Rothschild Wealth LLC | 0.06% | Add +27.7% | 4,274 | $635K |
| Power Wealth Management LLC | 0.22% | Add +14.4% | 4,262 | $634K |
| Sapient Capital LLC | 0.01% | No change | 4,228 | $633K |
| GAMMA Investing LLC | 0.03% | Add +4.0% | 4,250 | $632K |
| Bantamac Capital, LLC | 0.44% | New | 4,214 | $627K |
| Clear Point Advisors Inc. | 0.49% | Reduce -14.0% | 4,209 | $626K |
| Cornerstone Planning, LLC | 0.14% | — | 4,198 | $624K |
| American National Bank & Trust | 0.06% | No change | 4,198 | $624K |
| ARS Wealth Advisors Group, LLC | 0.06% | Reduce -6.9% | 4,180 | $622K |
| Eaton-Cambridge Inc. | 0.20% | No change | 4,168 | $620K |
| VERITY Wealth Advisors | 0.38% | No change | 4,165 | $619K |
| Integras Partners LLC | 0.50% | Add +3.2% | 4,156 | $618K |
| Asset Allocation & Management Company, LLC | 0.25% | No change | 4,143 | $616K |
| GEN Financial Management, INC. | 0.39% | No change | 4,137 | $615K |
| Rossmore Private Capital | 0.05% | Reduce -0.6% | 4,125 | $613K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,103 | $610K |
| Hibernia Wealth Partners, LLC | 0.18% | Add +90.8% | 4,088 | $608K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -27.8% | 4,087 | $608K |
| Advyzon Investment Management, LLC | 0.07% | Reduce -14.4% | 4,057 | $603K |
| Roundview Capital LLC | 0.04% | Add +9.0% | 4,056 | $603K |
| Norden Group LLC | 0.06% | No change | 4,044 | $601K |
| Stonebridge Financial Group, LLC | 0.05% | Reduce -2.0% | 4,038 | $600K |
| Canandaigua National Trust Co of Florida | 0.37% | New | 4,028 | $599K |
| Vista Capital Partners, Inc. | 0.06% | Add +14.7% | 4,005 | $595K |
| Cornerstone Financial Management LLC | 0.56% | — | 4,000 | $595K |
| Calamos Wealth Management LLC | 0.02% | Add +8.8% | 3,998 | $594K |
| Pioneer Wealth Management Group | 0.18% | No change | 3,975 | $591K |
| Carl P. Sherr & Co., LLC | 0.26% | Reduce -7.7% | 3,911 | $591K |
| Tidal Investments LLC | 0.00% | New | 3,962 | $589K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +29.7% | 3,961 | $589K |
| Faithward Advisors, LLC | 0.09% | New | 3,954 | $588K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.41% | No change | 3,879 | $588K |
| Milestone Asset Management Group, LLC | 0.33% | Reduce -0.0% | 3,951 | $587K |
| Sovran Advisors, LLC | 0.05% | Add +1.6% | 3,857 | $585K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.10% | No change | 3,925 | $584K |
| Opes Wealth Management LLC | 0.10% | Add +1.0% | 3,920 | $583K |
| William Howard & Co Financial Advisors Inc | 0.49% | Add +0.3% | 3,914 | $582K |
| Cullen Investment Group, LTD. | 0.08% | Add +0.6% | 3,816 | $579K |
| Stone Summit Wealth LLC | 0.16% | Reduce -7.2% | 3,870 | $575K |
| Strategies Wealth Advisors, LLC | 0.06% | Reduce -0.8% | 3,869 | $575K |
| Tradewinds Capital Management, LLC | 0.12% | No change | 3,847 | $572K |
| Genesis Wealth Advisors, LLC | 0.39% | No change | 3,839 | $571K |
| Denver Wealth Management, Inc. | 0.20% | Add +7.3% | 3,828 | $569K |
| Benjamin Edwards Inc. | 0.01% | Reduce -3.0% | 3,810 | $567K |
| Two Sigma Investments, LP | 0.00% | No change | 3,800 | $565K |
| Cordant, Inc. | 0.24% | Reduce -4.8% | 3,790 | $564K |
| Eq LLC | 0.16% | No change | 3,787 | $563K |
| Arlington Trust Co LLC | 0.06% | Reduce -9.6% | 3,776 | $561K |
| Harbor Group, Inc. | 0.08% | Reduce -0.2% | 3,767 | $560K |
| Solidarity Wealth, LLC | 0.11% | New | 3,747 | $557K |
| Kickstand Ventures, Llc. | 0.12% | Add +9.0% | 3,746 | $557K |
| Comprehensive Financial Planning, Inc. | 0.37% | Add +0.3% | 3,735 | $555K |
| Brown Brothers Harriman & Co. | 0.00% | Add +15.8% | 3,712 | $552K |
| Culbertson A N & Co. Inc. | 0.08% | No change | 3,695 | $549K |
| NTV Asset Management LLC | 0.06% | Reduce -0.1% | 3,694 | $549K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -0.6% | 3,680 | $547K |
| Integrated Wealth Management | 0.61% | — | 3,678 | $547K |
| Trinity Financial Advisors LLC | 0.15% | Add +0.3% | 3,674 | $546K |
| North Ridge Wealth Advisors, Inc. | 0.30% | Reduce -6.8% | 3,638 | $541K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +0.0% | 3,627 | $539K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -64.3% | 3,612 | $537K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -23.0% | 3,611 | $537K |
| McNaughton Wealth Management, LLC | 0.22% | Add +0.3% | 3,611 | $537K |
| WorthPointe, LLC | 0.14% | Add +4.1% | 3,600 | $535K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 3,600 | $535K |
| Marietta Wealth Management, LLC | 0.06% | Reduce -0.0% | 3,594 | $534K |
| Piedmont Capital Management, LLC | 0.35% | — | 3,591 | $534K |
| LPWM LLC | 0.13% | Add +154.3% | 3,585 | $533K |
| Laurel Wealth Advisors LLC | 0.07% | No change | 3,580 | $532K |
| CoreCap Advisors, LLC | 0.02% | Reduce -2.5% | 3,570 | $531K |
| SHP Wealth Management | 0.04% | — | 3,564 | $530K |
| Birchcreek Wealth Management, LLC | 0.26% | Add +57.6% | 3,528 | $525K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.4% | 3,527 | $524K |
| Financial Freedom, LLC | 0.26% | Add +0.0% | 3,523 | $524K |
| DV Trading LLC | 0.05% | — | 3,512 | $522K |
| KKM Financial LLC | 0.09% | No change | 3,510 | $522K |
| YANKCOM Partnership | 0.22% | No change | 3,500 | $520K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -28.1% | 3,493 | $519K |
| Penney Financial, LLC | 0.20% | No change | 3,481 | $518K |
| W.H. Cornerstone Investments Inc. | 0.31% | Reduce -5.5% | 3,473 | $516K |
| Crewe Advisors LLC | 0.05% | Add +4.0% | 3,472 | $516K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +110.2% | 3,471 | $516K |
| Busey Bank | 0.01% | Reduce -2.2% | 3,469 | $516K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +29.1% | 3,456 | $514K |
| Paragon Advisors, LLC | 0.14% | Reduce -24.2% | 3,444 | $512K |
| Gateway Wealth Partners, LLC | 0.06% | Add +2.5% | 3,432 | $510K |
| Echo45 Advisors LLC | 0.29% | New | 3,429 | $510K |
| Colonial Trust Co / SC | 0.07% | Reduce -2.8% | 3,426 | $509K |
| Wealth Alliance Advisory Group, LLC | 0.09% | No change | 3,425 | $509K |
| Mission Creek Capital Partners, Inc. | 0.10% | Reduce -12.0% | 3,416 | $508K |
| Ruggaard & Associates LLC | 0.20% | No change | 3,410 | $507K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -3.4% | 3,410 | $507K |
| Main Street Research LLC | 0.03% | No change | 3,405 | $506K |
| MKD Wealth Coaches, LLC | 0.50% | No change | 3,394 | $505K |
| Salomon & Ludwin, LLC | 0.04% | No change | 3,351 | $503K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.09% | Add +9.8% | 3,385 | $503K |
| Long Run Wealth Advisors, LLC | 0.09% | Add +19.5% | 3,384 | $503K |
| AF Advisors, Inc. | 0.19% | No change | 3,379 | $502K |
| Latitude Advisors, LLC | 0.22% | Add +76.7% | 3,375 | $502K |
| Sunpointe, LLC | 0.17% | Add +18.2% | 3,351 | $498K |
| Principle Wealth Partners LLC | 0.03% | Reduce -32.8% | 3,333 | $496K |
| Manning & Napier Advisors LLC | 0.01% | New | 3,298 | $494K |
| Level Financial Advisors | 0.13% | Add +0.1% | 3,315 | $493K |
| Basso Capital Management, L.P. | 0.29% | New | 3,312 | $492K |
| Norris Perne & French LLP | 0.03% | Reduce -0.5% | 3,280 | $488K |
| Ayrshire Capital Management LLC | 0.22% | Add +56.3% | 3,262 | $485K |
| National Wealth Management Group, LLC | 0.17% | Reduce -2.9% | 3,249 | $483K |
| Rockwood Wealth Management, LLC | 0.04% | Add +1.3% | 3,242 | $482K |
| OLIO Financial Planning | 0.14% | Reduce -9.8% | 3,237 | $481K |
| Bauman Advisory Group, LLC | 0.39% | — | 3,234 | $481K |
| Verus Capital Partners, LLC | 0.03% | Reduce -1.7% | 3,233 | $481K |
| Rik Saylor Financial, Inc. | 0.35% | Reduce -5.4% | 3,229 | $480K |
| Raleigh Capital Management Inc. | 0.17% | Reduce -7.9% | 3,224 | $479K |
| Commons Capital, LLC | 0.34% | No change | 3,220 | $479K |
| Diversified Trust Co. | 0.01% | Add +10.8% | 3,193 | $475K |
| Townsend Financial Planning, LLC | 0.47% | — | 3,172 | $472K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.06% | — | 3,159 | $470K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.0% | 3,146 | $468K |
| Team Hewins, LLC | 0.15% | No change | 3,130 | $465K |
| Powerhouse Assets LLC | 0.41% | — | 3,103 | $461K |
| Avion Wealth | 0.10% | No change | 3,107 | $461K |
| Childress Capital Advisors, LLC | 0.07% | No change | 3,100 | $461K |
| High Falls Advisors, Inc | 0.09% | Add +6.5% | 3,091 | $460K |
| Inscription Capital, LLC | 0.05% | Reduce -2.2% | 3,057 | $455K |
| Pursue Wealth Partners LLC | 0.22% | No change | 3,045 | $453K |
| Wellspring Financial Advisors, LLC | 0.04% | Add +0.3% | 3,045 | $453K |
| Warren Street Wealth Advisors, LLC | 0.13% | Reduce -22.3% | 3,043 | $453K |
| Victory Financial Group, LLC | 0.06% | Add +1.0% | 3,013 | $448K |
| Radnor Capital Management, LLC | 0.07% | No change | 3,011 | $448K |
| Advisor OS, LLC | 0.04% | Reduce -14.3% | 3,001 | $446K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 2,995 | $445K |
| Farnam Financial LLC | 0.33% | No change | 2,990 | $445K |
| AMG National Trust Bank | 0.01% | No change | 2,989 | $444K |
| Cambridge Financial Group, LLC | 0.15% | Reduce -2.0% | 3,270 | $444K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,980 | $443K |
| Haverford Trust Co | 0.00% | Reduce -0.8% | 2,962 | $440K |
| Retirement Capital Strategies | 0.16% | Reduce -7.2% | 2,954 | $439K |
| Dunhill Financial, LLC | 0.14% | Reduce -8.8% | 2,952 | $439K |
| Forum Financial Management, LP | 0.01% | Reduce -2.8% | 2,951 | $439K |
| Live Oak Private Wealth LLC | 0.06% | No change | 2,949 | $438K |
| Cozad Asset Management Inc. | 0.03% | Add +46.7% | 2,944 | $438K |
| Mengis Capital Management, Inc. | 0.08% | No change | 2,926 | $435K |
| Atria Investments, Inc | 0.00% | Reduce -5.9% | 2,891 | $430K |
| Trust Co. of Toledo NA | 0.04% | No change | 2,881 | $428K |
| TritonPoint Partners, LLC | 0.23% | — | 2,878 | $428K |
| Seldon Capital LP | 0.15% | No change | 2,876 | $428K |
| 49 Wealth Management, LLC | 0.03% | Reduce -6.8% | 2,874 | $427K |
| Regions Financial Corp. | 0.00% | Add +0.8% | 2,855 | $425K |
| Great Waters Wealth Management | 0.05% | Add +1.5% | 2,854 | $424K |
| Carnegie Investment Counsel | 0.01% | No change | 2,851 | $424K |
| Sei Investments Co. | 0.00% | New | 2,850 | $424K |
| Planning Alternatives Ltd. | 0.05% | Add +0.3% | 2,847 | $423K |
| Miller Capital Partners, Inc. | 0.22% | — | 2,845 | $423K |
| Carbahal Olsen Financial Services Group, LLC | 0.32% | Reduce -3.5% | 2,844 | $423K |
| Obsidian Cio, LLC | 0.63% | New | 2,838 | $422K |
| Centurion Wealth Management LLC | 0.09% | Add +0.2% | 2,834 | $421K |
| Fisher Asset Management | 0.00% | Reduce -37.9% | 2,813 | $418K |
| Alaethes Wealth, LLC | 0.12% | No change | 2,805 | $417K |
| Capstone Wealth Management, LLC | 0.30% | Reduce -1.2% | 2,796 | $416K |
| Efficient Advisors, LLC | 0.02% | Add +24.4% | 2,795 | $416K |
| Darden Wealth Group Inc | 0.20% | Reduce -3.0% | 2,772 | $412K |
| Cadinha & Co. LLC | 0.06% | No change | 2,772 | $412K |
| Arta Finance Wealth Management LLC | 0.21% | — | 2,767 | $411K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +32.9% | 2,763 | $411K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 2,761 | $411K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 2,758 | $410K |
| Entrust Financial LLC | 0.30% | — | 2,737 | $407K |
| Greatmark Investment Partners, Inc. | 0.05% | Add +0.3% | 2,736 | $407K |
| Lawood & Co. | 0.39% | — | 2,736 | $407K |
| RCS Financial Planning, LLC | 0.17% | Add +2.8% | 2,724 | $405K |
| Sincerus Advisory, LLC | 0.32% | Add +0.1% | 2,698 | $401K |
| International Assets Investment Management, LLC | 0.03% | Add +11.8% | 2,694 | $401K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -47.0% | 2,693 | $400K |
| Wealthcare Capital Partners, LLC | 0.19% | Reduce -12.4% | 2,666 | $396K |
| Financial Symmetry Inc | 0.16% | No change | 2,666 | $396K |
| Compton Financial Group, LLC | 0.09% | No change | 2,645 | $393K |
| Barnes Pettey Financial Advisors, LLC | 0.19% | No change | 2,639 | $392K |
| Shira Ridge Wealth Management | 0.16% | Reduce -5.5% | 2,633 | $392K |
| Five Oceans Advisors | 0.14% | Reduce -8.0% | 2,623 | $390K |
| Oath Planning, LLC | 0.38% | — | 2,618 | $389K |
| Silverlake Wealth Management LLC | 0.09% | Add +0.1% | 2,616 | $389K |
| Appleton Partners Inc. | 0.03% | Reduce -1.9% | 2,611 | $388K |
| Integris Wealth Management, LLC | 0.09% | Add +17.5% | 2,604 | $387K |
| InTrack Investment Management Inc | 0.22% | No change | 2,600 | $387K |
| Sterling Investment Advisors LLC | 0.19% | Add +12.0% | 2,593 | $386K |
| First Commonwealth Financial Corp | 0.06% | Reduce -10.6% | 2,572 | $382K |
| McGuire Investment Group, LLC | 0.04% | Reduce -5.0% | 2,563 | $381K |
| Aureus Asset Management, LLC | 0.02% | Reduce -22.9% | 2,562 | $381K |
| Ewa, LLC | 0.09% | New | 2,559 | $380K |
| Encompass Wealth Advisors, LLC | 0.13% | Reduce -17.8% | 2,553 | $380K |
| Cedarwood Wealth LLC | 0.42% | — | 2,501 | $379K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | Add +3.9% | 2,550 | $379K |
| Capital Asset Managemnet, LLC | 0.42% | — | 2,534 | $377K |
| DAVENPORT & Co LLC | 0.00% | Add +12.3% | 2,527 | $376K |
| Northstar Group, Inc. | 0.05% | Add +47.8% | 2,520 | $375K |
| Horizon Wealth Management, LLC | 0.06% | Reduce -99.6% | 2,508 | $373K |
| ORG Partners LLC | 0.07% | Add +9.3% | 2,500 | $372K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 2,500 | $372K |
| Penn Davis McFarland Inc. | 0.04% | No change | 2,500 | $372K |
| Barrett & Company, Inc. | 0.12% | Reduce -0.6% | 2,495 | $371K |
| Ascent Wealth Partners, LLC | 0.04% | No change | 2,493 | $371K |
| L. Roy Papp & Associates, LLP | 0.04% | Reduce -17.0% | 2,488 | $370K |
| Old Mission Investment Co LLC | 0.09% | Add +1.4% | 2,481 | $369K |
| Frisch Financial Group, Inc. | 0.08% | No change | 2,480 | $369K |
| Carter Financial Group, INC. | 0.22% | Add +0.3% | 2,477 | $368K |
| Element Pointe Advisors, LLC | 0.07% | New | 2,475 | $368K |
| Eagle Rock Investment Company, LLC | 0.05% | New | 2,474 | $368K |
| Atticus Wealth Management, LLC | 0.09% | Reduce -1.0% | 2,472 | $368K |
| PFW Advisors LLC | 0.11% | No change | 2,465 | $367K |
| HT Partners LLC | 0.11% | Reduce -3.8% | 2,458 | $365K |
| CWA Asset Management Group, LLC | 0.01% | Add +72.4% | 2,451 | $364K |
| Shepherd Financial Partners LLC | 0.03% | No change | 2,450 | $364K |
| IVC Wealth Advisors LLC | 0.16% | New | 2,448 | $364K |
| DecisionMap Wealth Management, LLC | 0.22% | Reduce -3.1% | 2,443 | $363K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -6.3% | 2,443 | $363K |
| Principia Wealth Advisory, LLC | 0.23% | Reduce -1.4% | 2,442 | $363K |
| Hardin Capital Partners, LLC | 0.17% | Reduce -2.4% | 2,435 | $362K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 2,434 | $362K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +1.2% | 2,417 | $362K |
| First Fiduciary Investment Counsel, Inc. | 0.07% | Add +4.2% | 2,421 | $360K |
| Prudent Investors Network, Inc. | 0.08% | Reduce -1.8% | 2,421 | $360K |
| Gutierrez Wealth Advisory, LLC | 0.23% | Add +0.3% | 2,418 | $360K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Add +45.6% | 2,412 | $359K |
| Essential Planning, LLC. | 0.11% | New | 2,409 | $358K |
| ARS Investment Partners, LLC | 0.02% | No change | 2,409 | $358K |
| Continuum Advisory, LLC | 0.04% | Add +1.4% | 2,407 | $358K |
| Parr McKnight Wealth Management Group, LLC | 0.05% | Reduce -36.9% | 2,395 | $356K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,376 | $353K |
| CRA Financial Services, LLC | 0.05% | Reduce -3.2% | 2,376 | $353K |
| PCM Encore, LLC | 0.07% | — | 2,368 | $352K |
| Garde Capital, Inc. | 0.02% | No change | 2,365 | $352K |
| Cauble & Harre Wealth Management, Inc. | 0.29% | — | 2,360 | $351K |
| Alpha Cubed Investments, LLC | 0.01% | Add +25.6% | 2,357 | $350K |
| Richards, Merrill & Peterson, Inc. | 0.13% | No change | 2,350 | $349K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -5.0% | 2,350 | $349K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -1.8% | 2,347 | $349K |
| Ruggiero Investments, Inc. | 0.31% | — | 2,346 | $349K |
| Mitchell Sinkler & Starr | 0.16% | No change | 2,345 | $349K |
| Sensible Money, LLC | 0.11% | No change | 2,342 | $348K |
| Old Second National Bank of Aurora | 0.07% | Reduce -3.7% | 2,335 | $347K |
| Lanark Financial, Inc. | 0.03% | Add +6.9% | 2,328 | $346K |
| Daybright Advisory Services, Inc. | 0.09% | — | 2,314 | $344K |
| Abundance Wealth Counselors | 0.06% | New | 2,303 | $342K |
| Tidemark, LLC | 0.10% | No change | 2,300 | $342K |
| HUB Investment Partners, LLC | 0.01% | Reduce -20.3% | 2,299 | $342K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -7.7% | 2,297 | $342K |
| CV Advisors LLC | 0.09% | New | 2,285 | $340K |
| Johnson Wealth Management, LLC | 0.17% | No change | 2,279 | $339K |
| Crew Capital Management, Ltd | 0.21% | No change | 2,278 | $339K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 2,258 | $336K |
| WealthSpring Partners, LLC | 0.34% | — | 2,254 | $335K |
| SwitchPoint Financial Planning, LLC | 0.23% | No change | 2,250 | $335K |
| MJP Associates Inc. | 0.04% | Reduce -18.3% | 2,243 | $333K |
| Proffitt & Goodson Inc. | 0.05% | Reduce -6.8% | 2,238 | $333K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 2,234 | $332K |
| Axis Wealth Partners, LLC | 0.18% | Add +1.0% | 2,233 | $332K |
| Cranbrook Wealth Management, LLC | 0.07% | No change | 2,228 | $331K |
| Everstar Asset Management, LLC | 0.18% | Reduce -3.9% | 2,222 | $330K |
| Burke & Herbert Bank & Trust Co. | 0.09% | No change | 2,220 | $330K |
| Altfest L J & Co. Inc. | 0.04% | Add +0.3% | 2,214 | $329K |
| G&S Capital LLC | 0.12% | No change | 2,207 | $328K |
| Turn8 Private Wealth Inc. | 0.24% | Add +0.4% | 2,206 | $328K |
| Grove Street Fiduciary, LLC | 0.14% | No change | 2,206 | $328K |
| Davis Wealth Advisors, LLC | 0.27% | Add +21.4% | 2,203 | $328K |
| TrustBank | 0.14% | — | 2,202 | $327K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -5.7% | 2,202 | $327K |
| BSW Wealth Partners | 0.04% | Reduce -12.3% | 2,201 | $327K |
| Francis Financial, Inc. | 0.06% | New | 2,199 | $327K |
| Rothschild Investment LLC | 0.02% | Reduce -0.1% | 2,199 | $327K |
| Headinvest, LLC | 0.07% | Add +1.0% | 2,197 | $327K |
| Invesco Ltd. | 0.00% | New | 2,195 | $326K |
| Selective Wealth Management, Inc. | 0.10% | Add +28.4% | 2,146 | $325K |
| Curtis Wealth Management LLC | 0.28% | — | 2,143 | $325K |
| Hopwood Nicholas Hunter | 0.11% | — | 2,178 | $324K |
| RKL Wealth Management LLC | 0.03% | No change | 2,170 | $323K |
| Texas Yale Capital Corp. | 0.01% | Add +0.1% | 2,156 | $321K |
| Riverview Trust Co | 0.39% | New | 2,154 | $320K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,152 | $320K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -14.2% | 2,138 | $318K |
| Occidental Asset Management, LLC | 0.04% | No change | 2,136 | $318K |
| Lake Street Private Wealth, LLC | 0.04% | No change | 2,113 | $314K |
| Gradient Investments LLC | 0.01% | Add +17.0% | 2,111 | $314K |
| Garrison Point Advisors, LLC | 0.14% | No change | 2,107 | $313K |
| LRI Investments, LLC | 0.03% | Add +68.4% | 2,105 | $313K |
| Magnus Financial Group LLC | 0.02% | Add +0.9% | 2,098 | $312K |
| DGS Capital Management, LLC | 0.05% | Add +4.0% | 2,085 | $310K |
| Jacksonville Wealth Management, LLC | 0.22% | No change | 2,083 | $310K |
| Kanawha Capital Management LLC | 0.02% | No change | 2,081 | $309K |
| Financial Management Network Inc. | 0.05% | Add +3.0% | 2,074 | $309K |
| SkyOak Wealth, LLC | 0.06% | No change | 2,079 | $309K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,061 | $306K |
| Sowell Financial Services LLC | 0.01% | Reduce -6.5% | 2,058 | $306K |
| Rialto Wealth Management, LLC | 0.07% | No change | 2,057 | $306K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -2.9% | 2,054 | $305K |
| Signet Financial Management, LLC | 0.03% | Add +13.6% | 2,049 | $305K |
| Passive Capital Management, LLC. | 0.10% | No change | 2,048 | $305K |
| Trust Point Inc. | 0.02% | Add +21.9% | 2,047 | $304K |
| Arcadia Wealth Management, Inc. | 0.17% | No change | 2,040 | $303K |
| Root Financial Partners, LLC | 0.02% | Reduce -12.8% | 2,039 | $303K |
| ONE Advisory Partners, LLC | 0.09% | Reduce -0.9% | 2,038 | $303K |
| FC Advisory LLC | 0.09% | Add +0.3% | 2,035 | $303K |
| Greenwood Capital Associates LLC | 0.03% | New | 2,029 | $302K |
| Xcelsior Advisor Partners LLC | 0.15% | — | 2,028 | $302K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -18.7% | 2,024 | $301K |
| Tandem Capital Management Corp. | 0.14% | No change | 2,012 | $299K |
| Argyle Capital Partners, LLC | 0.22% | Add +5.8% | 2,012 | $299K |
| Mattern Capital Management, LLC | 0.04% | Reduce -7.3% | 2,010 | $299K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.1% | 2,004 | $298K |
| Commonwealth Financial Services, LLC | 0.05% | No change | 1,989 | $296K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -6.3% | 1,981 | $295K |
| Raab & Moskowitz Asset Management LLC | 0.06% | Reduce -3.3% | 1,978 | $294K |
| Linscomb Wealth, Inc. | 0.01% | No change | 1,966 | $292K |
| Smith Salley Wealth Management | 0.01% | No change | 1,966 | $292K |
| Crumly & Associates Inc. | 0.06% | No change | 1,965 | $292K |
| Quotient Wealth Partners, LLC | 0.01% | Add +9.2% | 1,953 | $290K |
| Trademark Financial Management, LLC | 0.16% | Reduce -46.2% | 1,951 | $290K |
| Southern Capital Advisors, LLC | 0.13% | Add +9.7% | 1,945 | $289K |
| Vigil Wealth Management, LLC | 0.24% | — | 1,937 | $288K |
| WealthTrust Axiom LLC | 0.07% | No change | 1,937 | $288K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +6.9% | 1,937 | $288K |
| Key Financial Inc | 0.05% | No change | 1,913 | $284K |
| Parsons Capital Management Inc. | 0.02% | Reduce -1.7% | 1,912 | $284K |
| Colton Groome Financial Advisors, LLC | 0.08% | Reduce -11.8% | 1,912 | $284K |
| Westchester Capital Management, Inc. | 0.06% | No change | 1,912 | $284K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 1,910 | $284K |
| 4J Wealth Management LLC | 0.16% | No change | 1,909 | $284K |
| Planning Directions Inc. | 0.14% | Add +0.3% | 1,899 | $282K |
| Goelzer Investment Management, Inc. | 0.01% | Reduce -32.4% | 1,898 | $282K |
| Investor's Fiduciary Advisor Network, LLC | 0.06% | No change | 1,901 | $282K |
| Worth Financial Advisory Group, LLC | 0.14% | Add +0.3% | 1,893 | $281K |
| Ignite Planners, LLC | 0.04% | Add +0.2% | 1,860 | $281K |
| FineMark National Bank & Trust | 0.01% | Add +35.9% | 1,886 | $280K |
| Wealthgarden F.S. LLC | 0.18% | No change | 1,849 | $280K |
| Eagle Strategies LLC | 0.04% | New | 1,882 | $280K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -0.3% | 1,881 | $280K |
| Scratch Capital LLC | 0.18% | Reduce -1.3% | 1,878 | $279K |
| Allen Capital Group, LLC | 0.03% | Reduce -2.0% | 1,871 | $278K |
| Beacon Capital Management, LLC | 0.04% | Add +0.3% | 1,870 | $278K |
| Canal Capital Management, LLC | 0.04% | New | 1,866 | $277K |
| WFA of San Diego, LLC | 0.20% | Reduce -0.5% | 1,865 | $277K |
| Goldenstone Wealth Management LLC | 0.21% | — | 1,858 | $276K |
| Lantz Financial LLC | 0.06% | No change | 1,849 | $275K |
| Leavell Investment Management, Inc. | 0.01% | No change | 1,842 | $274K |
| Madison Park Capital Advisors, LLC | 0.22% | No change | 1,837 | $273K |
| Range Financial Group LLC | 0.09% | Reduce -1.4% | 1,825 | $271K |
| Colonial Trust Advisors | 0.02% | No change | 1,825 | $271K |
| Defined Wealth Management, LLC | 0.16% | No change | 1,817 | $270K |
| Fortune Financial Group, Inc. | 0.26% | — | 1,587 | $269K |
| Mayfair Advisory Group, LLC | 0.10% | Add +5.6% | 1,800 | $268K |
| Rathbones Group PLC | 0.00% | Reduce -10.0% | 1,800 | $268K |
| West Branch Capital LLC | 0.07% | Reduce -46.7% | 1,792 | $266K |
| Miller Financial Services LLC | 0.31% | Add +14.9% | 1,787 | $266K |
| Wrenne Financial Planning LLC | 0.11% | Add +10.6% | 1,785 | $265K |
| Paragon Financial Partners, Inc. | 0.16% | No change | 1,783 | $265K |
| Jackson, Grant Investment Advisers, Inc. | 0.09% | Add +0.1% | 1,776 | $264K |
| McDonough Capital Management, Inc | 0.13% | Reduce -2.9% | 1,775 | $264K |
| Centennial Bank | 0.10% | No change | 1,773 | $264K |
| Sterling Investment Counsel, LLC | 0.08% | Add +17.9% | 1,763 | $262K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 1,761 | $262K |
| Pinnacle Financial Group, LLC / IL | 0.08% | Add +0.1% | 1,753 | $261K |
| Allred Capital Management, LLC | 0.09% | Reduce -1.9% | 1,753 | $261K |
| Wealth Management Partners, LLC | 0.07% | No change | 1,752 | $261K |
| Bailard, Inc. | 0.01% | Reduce -26.8% | 1,750 | $260K |
| Nova R Wealth, Inc. | 0.09% | New | 1,749 | $260K |
| Wealth Dimensions Group, Ltd. | 0.05% | Reduce -16.1% | 1,745 | $259K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -1.1% | 1,745 | $259K |
| Nvwm, LLC | 0.06% | No change | 1,735 | $258K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 1,727 | $257K |
| Accel Wealth Management | 0.07% | No change | 1,725 | $256K |
| Glassman Wealth Services | 0.03% | No change | 1,725 | $256K |
| Liberty Wealth Management LLC | 0.03% | Reduce -4.3% | 1,716 | $255K |
| tru Independence LLC | 0.06% | Reduce -28.2% | 1,716 | $255K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -6.3% | 1,711 | $254K |
| Sound Income Strategies, LLC | 0.01% | Add +141.8% | 1,678 | $254K |
| Heritage Investment Group, Inc. | 0.04% | Reduce -4.7% | 1,700 | $253K |
| Tortuga Wealth Management, Inc | 0.27% | — | 1,697 | $252K |
| Northern Capital Management, Inc. | 0.13% | No change | 1,696 | $252K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.07% | No change | 1,693 | $252K |
| Center for Financial Planning, Inc. | 0.03% | Add +101.2% | 1,690 | $251K |
| BostonPremier Wealth LLC | 0.13% | Add +0.4% | 1,688 | $251K |
| Scotia Capital Inc. | 0.00% | Add +1.9% | 1,685 | $250K |
| Hilltop Holdings Inc. | 0.02% | Reduce -5.0% | 1,683 | $250K |
| Two West Capital Advisors LLC | 0.14% | Reduce -5.5% | 1,676 | $249K |
| Sittner & Nelson, LLC | 0.09% | No change | 1,645 | $249K |
| ETF Store, Inc. | 0.25% | Add +0.3% | 1,669 | $248K |
| Retirement Solution LLC | 0.06% | Add +0.3% | 1,669 | $248K |
| Schiavi & Co LLC | 0.08% | No change | 1,666 | $248K |
| Tradewinds, LLC. | 0.06% | No change | 1,665 | $248K |
| Seven Springs Wealth Group, LLC | 0.07% | No change | 1,665 | $248K |
| Trilogy Capital Inc. | 0.01% | New | 1,636 | $243K |
| Clarity Capital Advisors, LLC | 0.12% | No change | 1,630 | $242K |
| Sivia Capital Partners, LLC | 0.05% | No change | 1,629 | $242K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,625 | $242K |
| Yarger Wealth Strategies, LLC | 0.10% | No change | 1,619 | $241K |
| Clarity Wealth Advisors, LLC | 0.05% | New | 1,617 | $240K |
| Legacy Edge Advisors, LLC | 0.03% | No change | 1,616 | $240K |
| Operose Advisors LLC | 0.06% | Add +131.2% | 1,614 | $240K |
| TSG Advice Partners, LLC | 0.04% | — | 1,609 | $239K |
| Diversified Management Inc. | 0.06% | — | 1,600 | $238K |
| Prevail Innovative Wealth Advisors, LLC | 0.04% | Reduce -3.3% | 1,600 | $238K |
| Arthur M. Cohen & Associates, LLC | 0.04% | No change | 1,600 | $238K |
| Charles Schwab Trust Co | 0.02% | No change | 1,600 | $238K |
| Johnson Financial Group, LLC | 0.01% | Reduce -34.0% | 1,600 | $238K |
| Firethorn Wealth Partners, LLC | 0.09% | Reduce -12.0% | 1,598 | $238K |
| WealthPLAN Partners, LLC | 0.04% | No change | 1,587 | $236K |
| Alpha Financial Advisors, LLC | 0.07% | No change | 1,577 | $234K |
| Ledyard National Bank | 0.02% | Reduce -22.5% | 1,575 | $234K |
| Van Diest Capital, LLC | 0.35% | — | 1,574 | $234K |
| Triumph Capital Management | 0.05% | New | 1,565 | $233K |
| Golden Reserve Retirement LLC | 0.04% | New | 1,564 | $233K |
| Braeburn Wealth Management LLC | 0.12% | — | 1,559 | $232K |
| COFG Advisors, LLC | 0.06% | — | 1,557 | $232K |
| GatePass Capital, LLC | 0.12% | Reduce -0.1% | 1,557 | $232K |
| Disciplined Investments, LLC | 0.09% | Reduce -21.2% | 1,551 | $231K |
| Destination Wealth Management | 0.01% | New | 1,551 | $231K |
| Global Financial Private Client, LLC | 0.08% | No change | 1,549 | $230K |
| WMS Group LLC | 0.29% | — | 1,570 | $230K |
| Waterfront Wealth Inc. | 0.04% | Add +1.2% | 1,517 | $230K |
| Frederick Financial Consultants, LLC | 0.13% | No change | 1,546 | $230K |
| Measured Wealth Private Client Group, LLC | 0.06% | No change | 1,529 | $227K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -0.2% | 1,518 | $226K |
| Lincoln Capital LLC | 0.04% | Reduce -1.9% | 1,514 | $225K |
| Juncture Wealth Strategies, LLC | 0.07% | No change | 1,512 | $225K |
| J.E. Simmons & Co., P.C. | 0.14% | — | 1,504 | $224K |
| Horizon Investment Services, LLC | 0.08% | No change | 1,503 | $223K |
| NerdWallet Wealth Partners, LLC | 0.10% | Add +6.5% | 1,501 | $223K |
| LCNB Corp. | 0.07% | No change | 1,500 | $223K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -0.4% | 1,490 | $222K |
| Transatlantique Private Wealth LLC | 0.07% | No change | 1,489 | $221K |
| Griffith & Werner, Inc. | 0.11% | Reduce -8.0% | 1,486 | $221K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 1,481 | $220K |
| Simplicity Wealth,LLC | 0.01% | New | 1,481 | $220K |
| Keebeck Wealth Management | 0.03% | No change | 1,477 | $220K |
| Hantz Financial Services, Inc. | 0.00% | Add +32.5% | 1,467 | $218K |
| Fagan Associates, Inc. | 0.03% | No change | 1,462 | $217K |
| Torrey-Payne Wealth Management, LLC | 0.19% | — | 1,431 | $217K |
| Kraft, Davis & Associates, LLC | 0.05% | Add +0.1% | 1,428 | $217K |
| Welch & Forbes LLC | 0.00% | No change | 1,456 | $216K |
| Clear Trail Advisors, LLC | 0.05% | — | 1,453 | $216K |
| Fidelity D & D Bancorp Inc. | 0.09% | Add +1.0% | 1,445 | $215K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Reduce -0.1% | 1,442 | $214K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -20.0% | 1,441 | $214K |
| Tudor Financial Inc. | 0.11% | Reduce -2.3% | 1,439 | $214K |
| Kilter Group LLC | 0.09% | No change | 1,432 | $213K |
| Riversedge Advisors, LLC | 0.03% | No change | 1,431 | $213K |
| Accredited Investor Services, LLC | 0.14% | No change | 1,429 | $212K |
| Sterling Wealth Management, Inc. | 0.06% | Add +0.1% | 1,428 | $212K |
| WealthCare Investment Partners, LLC | 0.06% | New | 1,408 | $210K |
| Butensky & Cohen Financial Security, Inc. | 0.06% | No change | 1,408 | $209K |
| Marco Investment Management LLC | 0.02% | No change | 1,403 | $209K |
| KWB Wealth | 0.02% | New | 1,395 | $207K |
| Jackson Square Capital, LLC | 0.04% | No change | 1,394 | $207K |
| Antonelli Financial Advisors, LLC | 0.14% | No change | 1,395 | $207K |
| Red Lighthouse Investment Management, LLC | 0.07% | No change | 1,389 | $207K |
| First Merchants Corp. | 0.01% | No change | 1,389 | $207K |
| Richwood Investment Advisors, LLC | 0.15% | Reduce -10.5% | 1,366 | $206K |
| Payne Capital Management, LLC | 0.07% | New | 1,388 | $206K |
| Tradition Wealth Management, LLC | 0.01% | Add +0.4% | 1,385 | $206K |
| SVRN Asset Management, LLC | 0.17% | — | 1,380 | $205K |
| Quest 10 Wealth Builders, Inc. | 0.18% | Reduce -0.7% | 1,377 | $205K |
| Burney Co./ | 0.01% | No change | 1,375 | $204K |
| Gallacher Capital Management LLC | 0.08% | New | 1,372 | $204K |
| Parker Investment Management, LLC | 0.03% | New | 1,372 | $204K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +38.7% | 1,370 | $204K |
| Arq Wealth Advisors, LLC | 0.05% | Reduce -7.5% | 1,367 | $203K |
| United Community Bank | 0.08% | Add +12.2% | 1,362 | $203K |
| Next Level Wealth Planning, LLC | 0.11% | New | 1,361 | $202K |
| Xena Financial Planning, LLC | 0.24% | — | 1,355 | $201K |
| Stark Wealth Management LLC | 0.76% | New | 1,353 | $201K |
| Alhambra Investment Management LLC | 0.09% | New | 1,351 | $201K |
| Connecticut Wealth Management, LLC | 0.01% | New | 1,347 | $200K |
| Wealthspan Partners, LLC | 0.07% | New | 1,347 | $200K |
| Reston Wealth Management LLC | 0.06% | Reduce -61.8% | 1,346 | $200K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -71.5% | 1,346 | $200K |
| Independence Bank of Kentucky | 0.02% | No change | 1,331 | $198K |
| Adirondack Trust Co. | 0.06% | No change | 1,312 | $195K |
| SYM FINANCIAL Corp | 0.02% | No change | 1,256 | $187K |
| Compass Financial Services Inc | 0.08% | Add +0.3% | 1,195 | $178K |
| Millstone Evans Group, LLC | 0.10% | Reduce -8.5% | 1,194 | $178K |
| West Financial Advisors, LLC | 0.03% | No change | 1,175 | $175K |
| Corsicana & Co. | 0.10% | No change | 1,159 | $172K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 1,144 | $170K |
| Core Alternative Capital | 0.05% | No change | 1,120 | $167K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,112 | $165K |
| Citigroup Inc. | 0.00% | Reduce -95.7% | 1,094 | $163K |
| Financial Perspectives, Inc | 0.04% | Add +0.2% | 1,059 | $157K |
| Chesapeake Asset Management LLC | 0.13% | No change | 1,054 | $157K |
| Mill Capital Management, LLC | 0.01% | No change | 1,034 | $154K |
| Perkins Coie Trust Co | 0.03% | No change | 1,020 | $152K |
| Pittenger & Anderson Inc. | 0.01% | Reduce -12.2% | 1,004 | $149K |
| 3Chopt Investment Partners, LLC | 0.03% | No change | 1,000 | $149K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -7.4% | 1,000 | $149K |
| Wiser Advisor Group LLC | 0.17% | New | 999 | $149K |
| North Star Investment Management Corp. | 0.01% | No change | 998 | $148K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 982 | $146K |
| Register Financial Advisors LLC | 0.06% | Reduce -4.5% | 974 | $145K |
| Pacific Center for Financial Services | 0.04% | No change | 985 | $143K |
| SouthState Bank Corp | 0.01% | Reduce -37.2% | 938 | $139K |
| Investment Counsel Co. of Nevada | 0.30% | No change | 928 | $138K |
| Westend Capital Management, LLC | 0.04% | No change | 913 | $136K |
| Inlight Wealth Management, LLC | 0.05% | New | 899 | $134K |
| Your Advocates Ltd., LLP | 0.04% | Add +20.1% | 873 | $130K |
| St Germain D J Co. Inc. | 0.01% | No change | 858 | $128K |
| Frazier Financial Advisors, LLC | 0.07% | Add +0.1% | 833 | $124K |
| Cary Street Partners Investment Advisory LLC | 0.03% | New | 823 | $122K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.09% | — | 777 | $116K |
| McGuire Capital Advisors Inc. | 0.07% | — | 763 | $113K |
| Glenmede Trust Co. NA | 0.00% | — | 761 | $113K |
| First PREMIER Bank | 0.03% | No change | 736 | $109K |
| Rossby Financial, LCC | 0.03% | Reduce -16.5% | 725 | $108K |
| MidFirst Bank | 0.01% | — | 723 | $108K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +0.1% | 720 | $107K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 717 | $107K |
| Angeles Wealth Management, LLC | 0.01% | Add +139.8% | 717 | $107K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 706 | $105K |
| Chapman Financial Group, LLC | 0.07% | No change | 683 | $102K |
| 1922 Investment Co LLC | 3.02% | Add +22533.3% | 679 | $101K |
| Signature Equity Partners, LLC | 0.06% | — | 673 | $100K |
| Ballast Advisors LLC | 0.03% | Add +225.0% | 663 | $99K |
| Maseco LLP | 0.00% | New | 660 | $98K |
| Planning Project LLC | 0.02% | — | 658 | $98K |
| Meramec Financial Planners, LLC | 0.04% | — | 638 | $96K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 627 | $93K |
| Eastern Bank | 0.00% | No change | 612 | $91K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -5.8% | 602 | $90K |
| TCTC Holdings, LLC | 0.00% | No change | 601 | $89K |
| CNB Bank | 0.04% | No change | 600 | $89K |
| Bay Harbor Wealth Management, LLC | 0.02% | Reduce -8.8% | 588 | $87K |
| Rice Partnership, LLC | 0.01% | No change | 587 | $87K |
| Optima Capital LLC | 0.04% | New | 586 | $87K |
| Hurley Capital, LLC | 0.05% | Add +36.3% | 578 | $86K |
| Financial Network Wealth Advisors LLC | 0.09% | No change | 565 | $84K |
| Prosperity Bancshares Inc | 0.08% | — | 565 | $84K |
| Pacifica Partners Inc. | 0.04% | No change | 551 | $82K |
| Lloyd Advisory Services, LLC. | 0.03% | New | 548 | $81K |
| Quent Capital, LLC | 0.01% | Add +1250.0% | 540 | $80K |
| Aventus Investment Advisors, Inc. | 0.06% | No change | 532 | $79K |
| Crews Bank & Trust | 0.01% | No change | 530 | $79K |
| NFSG Corp | 0.01% | Add +5.4% | 527 | $78K |
| Basepoint Wealth LLC | 0.05% | New | 513 | $76K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 510 | $76K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 500 | $74K |
| LFA - Lugano Financial Advisors SA | 0.04% | No change | 497 | $74K |
| Reyes Financial Architecture, Inc. | 0.04% | No change | 495 | $74K |
| Trust Co. of Vermont | 0.00% | Add +85.5% | 488 | $73K |
| Longview Financial Advisors LLC | 0.04% | No change | 480 | $71K |
| SIMA Wealth Partners, LLC | 0.05% | No change | 473 | $70K |
| Orion Capital Management LLC | 0.02% | Add +0.2% | 472 | $70K |
| Addison Advisors LLC | 0.02% | No change | 463 | $69K |
| McIlrath & Eck, LLC | 0.01% | Reduce -42.5% | 456 | $68K |
| Redwood Park Advisors LLC | 0.05% | Reduce -65.6% | 450 | $67K |
| Copia Wealth Management | 0.05% | No change | 450 | $67K |
| Retirement Wealth Solutions LLC | 0.04% | No change | 450 | $67K |
| Fairman Group, LLC | 0.05% | Add +0.2% | 448 | $67K |
| Breakwater Investment Management | 0.02% | No change | 442 | $66K |
| GoalVest Advisory LLC | 0.01% | Reduce -77.3% | 430 | $64K |
| Key Capital Management, INC | 0.06% | — | 427 | $63K |
| Realta Investment Advisors | 0.02% | Add +23.1% | 426 | $63K |
| Winch Advisory Services, LLC | 0.01% | Reduce -0.2% | 414 | $62K |
| Ameriflex Group, Inc. | 0.03% | Add +682.7% | 407 | $61K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.09% | Reduce -8.8% | 403 | $60K |
| Financial Connections Group, Inc. | 0.02% | No change | 392 | $58K |
| Alexis Investment Partners, LLC | 0.02% | No change | 378 | $56K |
| Curio Wealth, LLC | 0.02% | No change | 366 | $55K |
| Valley National Advisers Inc. | 0.01% | No change | 370 | $55K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 356 | $54K |
| Wellington Grp LLC | 0.02% | — | 355 | $53K |
| Robbins Farley | 0.02% | Reduce -35.9% | 349 | $52K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +0.3% | 348 | $52K |
| IAG Wealth Partners, LLC | 0.01% | No change | 345 | $51K |
| Capital Investment Counsel, Inc | 0.01% | New | 342 | $51K |
| Cape Investment Advisory, Inc. | 0.01% | Add +8.2% | 329 | $49K |
| Timmons Wealth Management, LLC | 0.05% | — | 320 | $48K |
| Elyxium Wealth, LLC | 0.01% | New | 313 | $46K |
| Integrity Financial Corp | 0.02% | No change | 309 | $46K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 301 | $45K |
| Nova Wealth Management, Inc. | 0.03% | No change | 300 | $45K |
| Richardson Financial Services Inc. | 0.01% | No change | 299 | $44K |
| American Wealth Advisors, LLC | 0.04% | Add +0.3% | 297 | $44K |
| Bravera Wealth | 0.02% | — | 296 | $44K |
| Pflug Koory, LLC | 0.02% | Add +0.3% | 295 | $44K |
| Wilkerson Advisory Group LLC | 0.02% | — | 292 | $43K |
| High Note Wealth, LLC | 0.01% | No change | 283 | $42K |
| Glassy Mountain Advisors, Inc. | 0.01% | No change | 281 | $42K |
| Paladin Advisory Group, LLC | 0.03% | Add +0.4% | 274 | $41K |
| Kimelman & Baird, LLC | 0.00% | No change | 269 | $40K |
| Concord Wealth Partners | 0.01% | Add +8.1% | 266 | $40K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 300 | $37K |
| Networth Advisors, LLC | 0.03% | — | 245 | $36K |
| Trust Co | 0.00% | New | 231 | $34K |
| Blueline Advisors LLC | 0.03% | — | 228 | $34K |
| Noble Wealth Management PBC | 0.02% | No change | 227 | $34K |
| Front Row Advisors LLC | 0.01% | No change | 224 | $33K |
| Motiv8 Investments LLC | 0.02% | New | 213 | $32K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 210 | $31K |
| Hilltop National Bank | 0.01% | Reduce -45.2% | 201 | $30K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 200 | $30K |
| Webster Bank, N. A. | 0.00% | New | 199 | $30K |
| CVA Family Office, LLC | 0.00% | No change | 196 | $29K |
| PFS Partners, LLC | 0.01% | Add +11.0% | 192 | $29K |
| Godsey & Gibb, Inc. | 0.00% | New | 190 | $28K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.7% | 184 | $28K |
| Kingdom Financial Group LLC. | 0.01% | New | 187 | $28K |
| Essential Partners LLC | 0.01% | No change | 186 | $28K |
| Fortitude Family Office, LLC | 0.01% | Reduce -4.1% | 186 | $28K |
| Towne Trust Company, N.A | 0.01% | Reduce -57.6% | 184 | $27K |
| MCF Advisors LLC | 0.00% | No change | 175 | $26K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 172 | $26K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 171 | $25K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.6% | 171 | $25K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 165 | $25K |
| Valued Wealth Advisors LLC | 0.01% | No change | 162 | $24K |
| Resources Management Corp. /CT/ | 0.00% | Add +230.6% | 162 | $24K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 157 | $23K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 152 | $23K |
| 2UniFi Bank | 0.01% | No change | 151 | $22K |
| Davis Capital Management | 0.01% | Add +353.1% | 145 | $22K |
| Robinswood Financial LLC | 0.01% | No change | 141 | $21K |
| Team Financial Group, LLC | 0.01% | No change | 140 | $21K |
| First Financial Corp. | 0.01% | No change | 140 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 140 | $21K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -23.1% | 133 | $20K |
| Quaker Wealth Management, LLC | 0.01% | Add +12800.0% | 129 | $19K |
| Atomic Invest LLC | 0.01% | — | 121 | $18K |
| Red Tortoise LLC | 0.01% | New | 118 | $18K |
| Cheviot Value Management, LLC | 0.00% | No change | 115 | $17K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 114 | $17K |
| Wealth Watch Advisors, INC | 0.01% | New | 113 | $17K |
| CoreFirst Bank & Trust | 0.01% | New | 112 | $17K |
| City State Bank | 0.00% | Reduce -22.8% | 112 | $17K |
| Versant Capital Management, Inc | 0.00% | No change | 111 | $17K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 100 | $15K |
| GGM Financial LLC | 0.01% | Add +141.5% | 99 | $15K |
| Investors Portfolio Services LLC | 0.01% | — | 92 | $14K |
| Darwin Wealth Management, LLC | 0.00% | No change | 90 | $13K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 85 | $13K |
| Evolution Wealth Management Inc. | 0.01% | Add +14.9% | 85 | $13K |
| Highline Wealth Partners LLC | 0.00% | No change | 84 | $12K |
| Estate Planners Group, LLC | 0.01% | — | 83 | $12K |
| Creative Capital Management Investments LLC | 0.00% | No change | 82 | $12K |
| MV Capital Management, Inc. | 0.00% | No change | 81 | $12K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 77 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 76 | $11K |
| Alerus Financial NA | 0.00% | Reduce -84.0% | 75 | $11K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -6.3% | 74 | $11K |
| New Republic Capital, LLC | 0.00% | New | 71 | $11K |
| Graney & King, LLC | 0.01% | No change | 67 | $10K |
| Legacies Wealth LLC | 0.01% | No change | 66 | $10K |
| Cardinal Strategic Wealth Guidance | 0.00% | No change | 63 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 58 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 58 | $9K |
| Roxbury Financial LLC | 0.01% | No change | 55 | $8K |
| American Capital Advisory, LLC | 0.00% | No change | 54 | $8K |
| ROSS\JOHNSON & Associates LLC | 0.14% | No change | 49 | $7K |
| GW&K Investment Management, LLC | 0.00% | New | 49 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 47 | $7K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 43 | $6K |
| Modus Advisors, LLC | 0.00% | New | 37 | $6K |
| Activest Wealth Management | 0.00% | No change | 36 | $5K |
| FWL Investment Management, LLC | 0.00% | New | 34 | $5K |
| Strategic Wealth Advisors LLC | 0.00% | — | 38 | $5K |
| Strategic Advocates LLC | 0.00% | New | 33 | $5K |
| DecisionPoint Financial, LLC | 0.00% | Reduce -76.3% | 33 | $5K |
| Wagner Wealth Management, LLC | 0.00% | New | 32 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 31 | $5K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 28 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 30 | $4K |
| Olistico Wealth, LLC | 0.00% | New | 22 | $3K |
| Premier Financial Group | 0.00% | New | 19 | $3K |
| West Paces Advisors Inc. | 0.00% | No change | 18 | $3K |
| Quadrant Capital Group LLC | 0.00% | No change | 14 | $2K |
| LM Advisors LLC | 0.01% | Reduce -85.1% | 281 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 12 | $2K |
| Advocate Investing Services LLC | 0.00% | — | 10 | $1K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 10 | $1K |
| Founders Capital Management | 0.00% | No change | 5 | $797 |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -81.8% | 4 | $595 |
| Lodestone Wealth Management LLC | 0.00% | New | 2 | $297 |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 2 | $297 |
"% 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.