iShares Core S&P Total U.S.ITOTETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 1,629 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, down 20 from Q4 2025. 91 opened new positions and 103 sold out. The largest holders were BlackRock, Inc. ($11.4B), Wells Fargo & Company ($9.4B) and Wealthfront Advisers LLC ($2.0B). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $192.3M |
| Exits | 103 | $121.4M |
All 13F filers, Q4 2025 → Q1 2026: 31,019,230 shares bought and 9,176,861 shares sold, net +21,842,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,629 holders
| BlackRock, Inc. | 0.20% | Add +13.0% | 79,917,650 | $11.4B |
| Wells Fargo & Company | 1.88% | Add +3.2% | 65,970,413 | $9.4B |
| Wealthfront Advisers LLC | 4.49% | Add +23.8% | 14,373,487 | $2.0B |
| Alliancebernstein L.P. | 0.51% | Add +6.8% | 10,650,612 | $1.6B |
| Betterment LLC | 2.86% | Reduce -0.6% | 10,617,929 | $1.5B |
| Morgan Stanley | 0.09% | Reduce -6.4% | 10,203,087 | $1.5B |
| Focus Partners Wealth | 1.06% | Add +8.7% | 6,686,069 | $953.5M |
| Bank of America Corp. | 0.07% | Add +3.1% | 6,618,420 | $942.7M |
| LPL Financial LLC | 0.22% | Reduce -6.2% | 5,929,433 | $844.5M |
| Focus Partners Advisor Solutions, LLC | 7.77% | Add +7.4% | 5,415,954 | $770.9M |
| Allstate Corp. | 8.14% | Add +327.6% | 5,345,013 | $761.3M |
| Envestnet Asset Management Inc. | 0.16% | Add +16.9% | 4,233,606 | $603.0M |
| SigFig Wealth Management, LLC | 16.88% | Add +11.1% | 4,042,349 | $575.8M |
| Blue Trust, Inc. | 6.31% | Reduce -0.8% | 3,872,493 | $551.6M |
| Auto-Owners Insurance Co | 10.72% | No change | 3,595,344 | $512.1M |
| Ballentine Partners, LLC | 6.32% | Reduce -1.5% | 3,185,211 | $453.7M |
| AlTi Global, Inc. | 8.98% | Add +5.4% | 2,900,761 | $413.2M |
| Norinchukin Bank, The | 3.73% | No change | 2,246,560 | $320.0M |
| Creative Planning | 0.20% | Reduce -1.7% | 2,049,370 | $291.9M |
| Allworth Financial LP | 1.13% | Reduce -1.9% | 1,948,805 | $277.6M |
| Raymond James Financial Inc. | 0.09% | Reduce -5.6% | 1,948,699 | $277.6M |
| Ameriprise Financial Inc. | 0.06% | Reduce -7.3% | 1,919,909 | $273.4M |
| Cerity Partners LLC | 0.38% | Reduce -5.0% | 1,864,476 | $265.6M |
| Sentinel Trust Co. Lba | 25.52% | Add +1.6% | 1,803,511 | $256.9M |
| Lido Advisors, LLC | 0.96% | Reduce -4.3% | 1,711,050 | $243.7M |
| JPMorgan Chase & Co. | 0.02% | Add +12.9% | 1,752,924 | $242.4M |
| Stifel Financial Corp. | 0.22% | Add +12.5% | 1,683,425 | $239.8M |
| Prime Capital Investment Advisors, LLC | 2.66% | Add +4.4% | 1,616,418 | $230.2M |
| Evensky & Katz LLC | 12.81% | Add +6.2% | 1,580,910 | $225.2M |
| Captrust Financial Advisors | 0.38% | Add +0.8% | 1,519,015 | $216.3M |
| Provenance Wealth Advisors, LLC | 22.77% | Reduce -6.0% | 1,510,211 | $215.1M |
| Osaic Holdings, Inc. | 0.31% | Reduce -5.0% | 1,482,653 | $211.2M |
| Cisco Systems, Inc. | 61.65% | Reduce -3.5% | 1,372,500 | $195.5M |
| Disciplina Capital Management LLC | 20.29% | Add +16.4% | 1,343,930 | $191.4M |
| TD Capital Management LLC | 17.17% | Reduce -1.2% | 1,339,942 | $190.8M |
| Commonwealth Equity Services, LLC | 0.26% | Add +7.4% | 1,290,599 | $183.8M |
| LJI Wealth Management, LLC | 27.83% | Add +1.1% | 1,221,359 | $174.0M |
| Zhang Financial LLC | 5.82% | Add +12.4% | 1,181,952 | $168.3M |
| Royal Bank of Canada | 0.03% | Add +2.1% | 1,151,630 | $164.0M |
| Parallel Advisors, LLC | 2.93% | Reduce -51.5% | 1,141,392 | $162.6M |
| Constellation Investments, Inc. | 5.24% | Add +82.2% | 1,108,000 | $157.8M |
| Tanager Wealth Management LLP | 15.26% | Add +11.0% | 1,107,276 | $157.7M |
| Mariner, LLC | 0.18% | Reduce -3.8% | 1,096,242 | $155.6M |
| Mesirow Financial Investment Management, Inc. | 2.43% | Add +42.6% | 1,054,680 | $150.2M |
| FMR LLC | 0.01% | Add +6.1% | 1,050,980 | $149.7M |
| Stratos Investment Management, LLC | 5.88% | Add +0.5% | 1,029,397 | $146.6M |
| UBS Group AG | 0.03% | Reduce -2.0% | 1,016,552 | $144.8M |
| HB Wealth Management, LLC | 0.93% | Reduce -1.8% | 1,002,300 | $142.8M |
| Claar Advisors LLC | 48.01% | Add +0.0% | 994,820 | $141.7M |
| Winthrop Advisory Group LLC | 11.27% | Add +5.5% | 968,315 | $137.9M |
| Jones Financial Companies LLLP | 0.07% | Add +34.4% | 990,403 | $137.6M |
| Wick Capital Partners, LLC | 24.15% | Add +5.9% | 929,652 | $132.4M |
| HighTower Advisors, LLC | 0.14% | Reduce -1.3% | 918,546 | $130.8M |
| Mercer Global Advisors Inc. | 0.18% | Add +0.7% | 831,680 | $118.5M |
| Rock Creek Group LLC | 11.93% | Reduce -5.3% | 827,509 | $117.9M |
| Cetera Investment Advisers | 0.12% | Add +0.3% | 803,434 | $114.4M |
| Facet Wealth, Inc. | 1.94% | Add +24.3% | 786,111 | $112.0M |
| Goldstein Advisors, LLC | 12.23% | Add +21.4% | 772,851 | $110.1M |
| True Link Financial Advisors, LLC | 6.53% | Reduce -4.3% | 742,657 | $105.8M |
| Geneos Wealth Management Inc. | 2.42% | Add +101.5% | 731,384 | $104.2M |
| Ancora Advisors LLC | 2.14% | Add +5.0% | 704,573 | $100.4M |
| Jaffetilchin Investment Partners, LLC | 5.69% | Reduce -9.0% | 671,625 | $95.7M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -1.3% | 656,705 | $93.5M |
| Ullmann Wealth Partners Group, LLC | 9.17% | Reduce -2.1% | 620,346 | $88.4M |
| Johnson Bixby & Associates, LLC | 10.37% | Reduce -14.9% | 587,001 | $83.6M |
| Blair William & Co. | 0.24% | Add +6.8% | 577,496 | $82.3M |
| Corient Private Wealth LP | 0.11% | Add +13.2% | 532,581 | $76.1M |
| Rockefeller Capital Management L.P. | 0.13% | Add +21.0% | 514,613 | $73.3M |
| Orion Porfolio Solutions, LLC | 0.62% | Reduce -11.9% | 507,620 | $72.3M |
| Cwm, LLC | 0.18% | Reduce -8.6% | 489,745 | $69.8M |
| Partners Capital Investment Group, LLP | 2.60% | Add +3.9% | 484,522 | $69.0M |
| Aviso Financial Inc. | 2.35% | Add +16.5% | 465,585 | $66.3M |
| Friday Financial | 22.80% | Add +4.5% | 464,604 | $66.2M |
| Cresset Asset Management, LLC | 0.28% | Add +1.7% | 458,390 | $65.3M |
| Correct Capital Wealth Management | 12.10% | Add +1073.6% | 454,946 | $64.8M |
| MML Investors Services, LLC | 0.18% | Reduce -11.7% | 451,482 | $64.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.6% | 443,636 | $63.2M |
| Simon Quick Advisors, LLC | 2.87% | Reduce -0.9% | 439,711 | $62.6M |
| Elm Partners Management LLC | 2.59% | Add +6.7% | 431,442 | $59.7M |
| Brady Martz Wealth Solutions, LLC | 10.10% | Add +3.0% | 415,996 | $59.3M |
| Kestra Advisory Services, LLC | 0.22% | Add +14.9% | 414,259 | $59.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +89.5% | 412,884 | $58.8M |
| Mission Wealth Management, LP | 1.18% | Add +16.6% | 395,545 | $56.3M |
| Tulsa Wealth Advisors, INC | 9.86% | New | 394,861 | $56.2M |
| Steffes Financial, Ltd. | 29.53% | Reduce -0.8% | 392,836 | $56.0M |
| Clark Capital Management Group, Inc. | 0.34% | Reduce -3.1% | 390,475 | $55.6M |
| Regatta Capital Group, LLC | 8.40% | Add +3.1% | 389,492 | $55.5M |
| GM Advisory Group, LLC | 2.07% | Add +11.1% | 377,781 | $53.8M |
| Northwest Wealth Management, LLC | 8.08% | Add +9.8% | 377,533 | $53.8M |
| &partners | 0.26% | Add +1.8% | 365,958 | $52.1M |
| jvl associates llc | 17.08% | Reduce -22.3% | 357,629 | $50.9M |
| Strategic Point Investment Advisors, LLC | 7.31% | Reduce -0.6% | 353,225 | $50.3M |
| BLB&B Advisors, LLC | 2.06% | Add +5.0% | 350,348 | $49.9M |
| Savant Capital, LLC | 0.24% | Add +41.7% | 345,197 | $49.2M |
| Smallwood Wealth Investment Management, LLC | 25.71% | Reduce -0.9% | 342,517 | $48.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.92% | Reduce -1.7% | 338,550 | $48.2M |
| AQR Capital Management | 0.02% | Add +5.1% | 334,051 | $47.6M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +96.4% | 331,762 | $47.3M |
| Pure Financial Advisors, LLC | 0.68% | Add +1.3% | 330,815 | $47.1M |
| Eldridge Investment Advisors, Inc. | 10.24% | Reduce -1.4% | 328,100 | $46.7M |
| Nicolet Bankshares Inc. | 1.71% | New | 322,440 | $46.3M |
| Adventist Health System/ West | 8.11% | No change | 321,151 | $45.7M |
| Truepoint, Inc. | 1.02% | Reduce -1.3% | 320,658 | $45.7M |
| Kondo Wealth Advisors, Inc. | 17.03% | Add +1.9% | 317,668 | $45.2M |
| Nearwater Capital Markets, Ltd | 1.04% | New | 310,000 | $44.2M |
| Quantinno Capital Management LP | 0.07% | Add +6.4% | 307,418 | $43.8M |
| Family Wealth Partners, LLC | 14.88% | Add +15.8% | 306,121 | $43.6M |
| Private Advisor Group, LLC | 0.20% | Add +17.1% | 304,077 | $43.3M |
| JGP Wealth Management, LLC | 4.41% | Add +4.1% | 297,408 | $42.4M |
| Ironsides Asset Advisors, LLC | 10.32% | Add +0.1% | 288,878 | $41.1M |
| Procyon Advisors, LLC | 2.01% | Reduce -9.5% | 287,937 | $41.0M |
| HighPoint Advisor Group LLC | 1.71% | Reduce -0.1% | 285,932 | $40.7M |
| Capital Analysts, LLC | 1.07% | Reduce -14.4% | 285,740 | $40.7M |
| Financial Designs Corp | 22.54% | Add +0.4% | 284,249 | $40.5M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -37.3% | 288,164 | $40.1M |
| Truist Financial Corp. | 0.05% | Reduce -42.4% | 276,243 | $39.3M |
| Tolleson Wealth Management, Inc. | 5.57% | Reduce -1.0% | 268,122 | $38.2M |
| Caprock Group, LLC | 0.91% | Reduce -1.4% | 264,468 | $37.7M |
| Steinberganna Wealth Management | 17.99% | Add +3.3% | 263,005 | $37.5M |
| Heritage Wealth Advisors | 1.43% | Reduce -0.1% | 257,812 | $36.7M |
| Reliant Wealth Planning | 11.01% | Reduce -2.6% | 255,733 | $36.4M |
| Klaas Financial Asset Advisors, LLC | 4.97% | Reduce -79.5% | 252,919 | $36.0M |
| Allen Investment Management, LLC | 0.43% | Reduce -49.8% | 245,614 | $35.0M |
| Advisory Services Network, LLC | 0.45% | Add +2.7% | 239,320 | $34.1M |
| Aspirean Wealth, LLC | 36.16% | Add +2.0% | 233,757 | $33.3M |
| Independent Order of Foresters | 32.65% | Reduce -65.3% | 233,510 | $33.3M |
| Valmark Advisers, Inc. | 0.39% | Reduce -1.2% | 232,526 | $33.1M |
| Squire Investment Management Company, LLC | 9.19% | Add +7.8% | 232,201 | $33.1M |
| Planned Solutions, Inc. | 10.71% | Add +5.3% | 227,909 | $32.5M |
| Alaska Permanent Capital Management, LLC | 2.26% | Reduce -1.4% | 226,367 | $32.2M |
| Coquina Private Wealth LLC | 25.89% | Add +3.2% | 226,003 | $32.2M |
| TRUE Private Wealth Advisors | 3.03% | Reduce -1.4% | 223,533 | $31.8M |
| Composition Wealth, LLC | 0.43% | Reduce -1.6% | 221,090 | $31.5M |
| Trevian Wealth Management LLC | 15.48% | Add +5.7% | 220,249 | $31.4M |
| Integrated Wealth Concepts LLC | 0.25% | Add +12.2% | 220,145 | $31.4M |
| Capstone Financial Advisors, Inc. | 1.67% | Add +1.9% | 218,187 | $31.1M |
| NewEdge Advisors, LLC | 0.11% | Add +10.3% | 216,720 | $30.9M |
| Aerodigm Wealth, LLC | 11.59% | Add +2.9% | 216,296 | $30.8M |
| Bank of New York Mellon Corp | 0.01% | Add +18.5% | 215,665 | $30.7M |
| Sendero Wealth Management, LLC | 3.38% | Add +0.2% | 214,689 | $30.6M |
| Cigna Investments Inc. | 4.65% | Add +3.7% | 209,887 | $29.9M |
| Sweeney & Michel, LLC | 8.77% | Add +1.4% | 198,413 | $29.8M |
| Great Valley Advisor Group, Inc. | 0.54% | Add +0.0% | 208,943 | $29.8M |
| W.G. Shaheen & Associates DBA Whitney & Co | 2.47% | Reduce -0.1% | 208,360 | $29.7M |
| Advus Financial Partners, LLC | 7.37% | Reduce -15.2% | 206,651 | $29.4M |
| Summit Financial, LLC | 0.37% | Add +31.9% | 205,017 | $29.2M |
| MJT & Associates Financial Advisory Group, Inc. | 21.13% | Add +8.8% | 202,069 | $28.8M |
| Vident Advisory, LLC | 0.24% | Add +10.2% | 200,636 | $28.6M |
| E-Wealth Partners, LLC | 22.40% | Add +5.3% | 194,079 | $27.6M |
| Nomura Asset Management International Inc. | 0.05% | Reduce 0.0% | 192,043 | $27.4M |
| MontVue Capital Management, Inc. | 18.62% | Add +1.0% | 191,843 | $27.3M |
| Nwam LLC | 1.54% | Add +20.1% | 187,350 | $26.7M |
| Canvas Wealth Advisors, LLC | 4.49% | Add +7.0% | 185,224 | $26.4M |
| Northern Trust Corp. | 0.00% | Reduce -1.7% | 182,918 | $26.1M |
| Durante & Waters, LLC | 18.78% | Reduce -0.9% | 182,185 | $25.9M |
| Cherrydale Wealth Management, LLC | 7.95% | Reduce -2.5% | 180,719 | $25.7M |
| Financial Partners Group, Inc | 3.06% | Add +0.2% | 179,507 | $25.6M |
| Twin Focus Capital Partners, LLC | 2.89% | Add +7.9% | 176,721 | $25.2M |
| Life Planning Partners, Inc | 19.19% | Reduce -0.1% | 176,509 | $25.1M |
| Rehmann Capital Advisory Group | 1.28% | Reduce -8.3% | 172,866 | $24.6M |
| Legacy Financial Advisors, Inc. | 3.37% | Reduce -4.9% | 169,271 | $24.1M |
| Patton Albertson Miller Group, LLC | 2.86% | Reduce -6.7% | 169,121 | $24.1M |
| Prism Planning Partners LLC | 28.47% | Add +4.3% | 169,014 | $24.1M |
| Catalyst Private Wealth, LLC | 13.02% | Add +5.4% | 168,802 | $24.0M |
| Plancorp, LLC | 0.68% | Add +17.6% | 161,483 | $24.0M |
| Brighton Jones LLC | 0.52% | Add +6.0% | 165,930 | $23.6M |
| Baird Financial Group, Inc. | 0.04% | Reduce -7.5% | 164,374 | $23.4M |
| Bernardo Wealth Planning LLC | 4.58% | Add +1.2% | 164,150 | $23.4M |
| United Capital Financial Advisors, LLC | 0.14% | Reduce -11.8% | 163,823 | $23.3M |
| Aletheian Wealth Advisors LLC | 11.20% | — | 161,336 | $23.0M |
| Astoria Strategic Wealth, Inc. | 5.82% | Reduce -1.5% | 160,983 | $22.9M |
| Weatherly Asset Management L. P. | 1.84% | Add +1.1% | 159,673 | $22.7M |
| Peirce Capital Management, LLC | 8.88% | Add +4.8% | 159,401 | $22.7M |
| Principal Securities, Inc. | 0.33% | Reduce -1.4% | 157,681 | $22.5M |
| OneDigital Investment Advisors LLC | 0.22% | Add +32.2% | 155,588 | $22.2M |
| Friedenthal Financial | 11.01% | Add +3.5% | 153,842 | $21.9M |
| Fifth Third Bancorp | 0.04% | Add +1050.5% | 152,691 | $21.7M |
| Vise Technologies, Inc. | 0.42% | No change | 145,507 | $21.6M |
| TruNorth Capital Management, LLC | 4.07% | Reduce -0.1% | 148,899 | $21.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +10.3% | 144,059 | $20.5M |
| Sax Wealth Advisors, LLC | 0.98% | Reduce -0.1% | 136,654 | $20.3M |
| Stokes Family Office, LLC | 2.09% | Reduce -13.9% | 142,304 | $20.3M |
| Crestwood Advisors Group, LLC | 0.34% | Reduce -3.1% | 141,733 | $20.2M |
| Koshinski Asset Management, Inc. | 1.26% | Reduce -2.7% | 141,313 | $20.1M |
| Heck Capital Advisors, LLC | 1.49% | Reduce -31.1% | 141,043 | $20.1M |
| Sagespring Wealth Partners, LLC | 0.36% | Add +40.6% | 140,440 | $20.0M |
| Cosner Financial Group, LLC | 10.91% | Reduce -5.5% | 139,444 | $19.9M |
| Finhabits Advisors LLC | 18.27% | Add +5.1% | 139,046 | $19.8M |
| Gleason Group, Inc. | 1.93% | Reduce -1.4% | 137,129 | $19.5M |
| Farther Finance Advisors, LLC | 0.18% | Add +21.3% | 136,053 | $19.5M |
| Modern Wealth Management, LLC | 0.33% | Reduce -6.6% | 132,584 | $19.0M |
| Kaufman Rossin Wealth, LLC | 10.86% | Add +6.4% | 133,064 | $19.0M |
| Hickory Point Bank & Trust | 12.47% | Reduce -2.1% | 132,700 | $18.9M |
| Essex Financial Services, Inc. | 1.06% | Reduce -0.4% | 132,253 | $18.8M |
| Gotham Asset Management | 0.06% | Add +1.5% | 130,604 | $18.6M |
| Physician Wealth Advisors, Inc. | 2.54% | Add +1.1% | 128,127 | $18.2M |
| Romano Brothers and Company | 2.05% | Add +0.6% | 126,526 | $18.0M |
| BCGM Wealth Management, LLC | 4.49% | Add +11.6% | 125,569 | $17.9M |
| Wealthspire Retirement, LLC | 1.07% | Add +1.2% | 124,712 | $17.8M |
| Beacon Financial Group | 1.77% | Add +6.3% | 124,398 | $17.7M |
| Stevens Capital Partners | 4.23% | Add +8.3% | 123,412 | $17.6M |
| Cornell Pochily Investment Advisors, Inc. | 5.09% | Add +11.4% | 121,740 | $17.3M |
| IFP Advisors, Inc | 0.36% | Reduce -20.6% | 120,211 | $17.1M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +15.9% | 119,934 | $17.1M |
| MAI Capital Management | 0.10% | Add +19.0% | 119,780 | $17.1M |
| Thoroughbred Financial Services, LLC | 1.02% | Add +1.6% | 119,568 | $17.0M |
| Benchmark Financial Wealth Advisors, LLC | 4.72% | Reduce -2.2% | 119,553 | $17.0M |
| Oakwell Private Wealth Management, LLC | 2.93% | Add +0.1% | 115,357 | $16.4M |
| Tortoise Investment Management, LLC | 1.36% | Reduce -3.2% | 115,343 | $16.4M |
| Cynosure Group, LLC | 2.03% | Reduce -8.3% | 114,266 | $16.3M |
| Empower Advisory Group, LLC | 0.04% | Add +5.0% | 113,011 | $16.1M |
| Independent Financial Group, LLC | 0.36% | Add +6.3% | 112,955 | $16.1M |
| NWF Advisory Services Inc. | 1.79% | Add +1.7% | 111,291 | $15.9M |
| Brookstone Capital Management | 0.18% | Reduce -8.9% | 111,020 | $15.8M |
| Elevate Wealth Advisory, Inc. | 9.83% | Add +4.0% | 109,360 | $15.6M |
| Waverly Advisors, LLC | 0.12% | Add +3.7% | 107,964 | $15.4M |
| Greenleaf Trust | 0.15% | Reduce -0.4% | 107,910 | $15.4M |
| Callan Family Office, LLC | 0.35% | Add +3.6% | 106,903 | $15.2M |
| Chicago Partners Investment Group LLC | 0.34% | Add +7.3% | 96,599 | $15.1M |
| BBR Partners, LLC | 0.83% | Add +47.3% | 105,013 | $15.0M |
| OMNI 360 Wealth, Inc. | 7.71% | Add +7.5% | 104,901 | $14.9M |
| Kaydan Wealth Management, Inc. | 4.91% | Reduce -49.0% | 103,145 | $14.7M |
| Tudor Investment Corporation | 0.08% | Add +30.5% | 102,589 | $14.6M |
| WBH Advisory Inc. | 1.09% | Reduce -3.2% | 101,638 | $14.6M |
| Jane Street Group, LLC | 0.02% | Reduce -22.0% | 102,307 | $14.6M |
| Smithfield Trust Co | 0.63% | Add +0.2% | 102,314 | $14.6M |
| Family Manage LLC | 1.73% | Add +3.5% | 101,495 | $14.5M |
| Merit Financial Group, LLC | 0.11% | Reduce -2.6% | 101,261 | $14.4M |
| Baron Silver Stevens Financial Advisors, LLC | 2.07% | Add +2.9% | 100,274 | $14.3M |
| Evansbrook LLC | 9.50% | Add +2.1% | 99,903 | $14.2M |
| Jmac Enterprises LLC | 2.72% | Add +1.7% | 99,776 | $14.2M |
| Aptus Capital Advisors, LLC | 0.12% | Reduce -47.4% | 98,286 | $14.0M |
| HMV Wealth Advisors, LLC | 6.54% | Add +10.9% | 97,764 | $13.9M |
| Glenview Trust Co | 0.22% | Reduce -0.1% | 97,742 | $13.9M |
| Kingsview Wealth Management, LLC | 0.19% | Reduce -7.7% | 95,438 | $13.6M |
| 1900 Wealth Management LLC | 0.87% | Reduce -10.3% | 95,397 | $13.6M |
| KFA Private Wealth Group, LLC | 3.22% | Add +0.5% | 94,111 | $13.4M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -1.3% | 94,090 | $13.4M |
| Smith Shellnut Wilson LLC | 5.87% | Reduce -8.5% | 93,985 | $13.4M |
| Choreo, LLC | 0.16% | Add +1.2% | 93,949 | $13.4M |
| Single Point Partners, LLC | 2.62% | Add +2835.5% | 2,232,613 | $13.2M |
| Farrow Financial, Inc. | 7.47% | Reduce -1.3% | 92,304 | $13.1M |
| Arkadios Wealth Advisors | 0.22% | Reduce -4.2% | 92,014 | $13.1M |
| Roger Wittlin Investment Advisory, LLC | 10.66% | Reduce -2.9% | 91,479 | $13.0M |
| Spectrum Strategic Capital Management, LLC | 7.00% | Reduce -3.1% | 91,263 | $13.0M |
| Solano Wealth Investment Advisors LLC | 6.46% | Reduce -0.6% | 90,961 | $13.0M |
| King Wealth Management Group | 1.61% | Reduce -1.8% | 90,275 | $12.9M |
| Endowment Wealth Management, Inc. | 5.60% | Add +5.2% | 88,889 | $12.7M |
| GuidedMoney, LLC | 6.58% | Add +0.3% | 87,940 | $12.5M |
| Sanctuary Advisors, LLC | 0.07% | Add +3.8% | 87,194 | $12.4M |
| Flagship Harbor Advisors, LLC | 0.55% | Add +412.6% | 87,166 | $12.4M |
| Ashton Thomas Private Wealth, LLC | 0.29% | Reduce -1.8% | 86,958 | $12.4M |
| Robertson Stephens Wealth Management, LLC | 0.34% | Reduce -33.3% | 85,631 | $12.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.18% | Reduce -7.5% | 84,641 | $12.1M |
| First Foundation Advisors | 0.48% | Reduce -8.6% | 84,206 | $12.0M |
| Clear Retirement Advice LLC | 9.34% | Add +1.8% | 83,503 | $11.9M |
| Regent Peak Wealth Advisors LLC | 2.42% | Reduce -8.5% | 83,436 | $11.9M |
| Guardian Wealth Advisors, LLC / NC | 0.75% | Reduce -9.5% | 83,378 | $11.9M |
| Guardsman Private Capital Management, Inc. | 9.27% | No change | 83,341 | $11.9M |
| Argent Trust Co | 0.40% | No change | 82,662 | $11.8M |
| CreativeOne Wealth, LLC | 0.27% | Add +7.8% | 81,578 | $11.6M |
| Level Wealth Management LLC | 5.42% | Add +0.6% | 81,158 | $11.6M |
| Crescent Grove Advisors, LLC | 1.14% | Reduce -3.7% | 80,823 | $11.5M |
| Clearstead Advisors, LLC | 0.10% | Add +1.5% | 80,606 | $11.5M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -33.4% | 80,378 | $11.4M |
| Satovsky Asset Management LLC | 2.02% | Reduce -1.5% | 80,160 | $11.4M |
| Sage Mountain Advisors LLC | 0.79% | Add +38.1% | 79,649 | $11.3M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -13.7% | 78,834 | $11.2M |
| HBE Wealth Management, LLC | 9.76% | Add +4.2% | 78,576 | $11.2M |
| Freestone Capital Holdings, LLC | 0.34% | Reduce -2.0% | 78,422 | $11.2M |
| Private Wealth Asset Management, LLC | 1.17% | Add +2.1% | 76,851 | $10.9M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +9.1% | 76,549 | $10.9M |
| Fifth Third Securities, Inc. | 0.70% | Add +2.5% | 76,144 | $10.8M |
| Brooklyn FI, LLC | 2.28% | Add +3.0% | 76,056 | $10.8M |
| Rollins Financial Advisors, LLC | 1.71% | Reduce -2.7% | 75,939 | $10.8M |
| Bar Harbor Wealth Management | 0.63% | Add +17.1% | 75,434 | $10.7M |
| Signature Estate & Investment Advisors LLC | 0.22% | Add +2.8% | 75,414 | $10.7M |
| Fulcrum Equity Management | 10.36% | Reduce -3.8% | 74,708 | $10.6M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +0.1% | 74,447 | $10.6M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -3.0% | 73,205 | $10.4M |
| Ieq Capital, LLC | 0.05% | Reduce -0.0% | 71,901 | $10.2M |
| PFG Investments, LLC | 0.48% | Add +6.5% | 71,698 | $10.2M |
| First Hawaiian Bank | 1.43% | No change | 71,645 | $10.2M |
| Kovack Advisors, Inc. | 0.54% | Reduce -9.7% | 70,842 | $10.1M |
| ETF Portfolio Partners, Inc. | 2.65% | Add +2.1% | 70,766 | $10.1M |
| Jackson Thornton Wealth Management, LLC | 0.90% | Add +184.3% | 67,510 | $10.0M |
| Wealthcare Capital Management LLC | 0.99% | Add +27.9% | 69,753 | $9.9M |
| Roble, Belko & Company, Inc | 1.24% | Reduce -0.9% | 68,365 | $9.7M |
| Prasad Wealth Partners, LLC | 2.65% | Add +1.8% | 68,229 | $9.7M |
| 71 West Capital Partners | 0.43% | Add +15.1% | 68,023 | $9.7M |
| Bank of Montreal | 0.00% | Reduce -9.2% | 66,900 | $9.5M |
| Towercrest Capital Management | 1.46% | Add +2.8% | 65,773 | $9.4M |
| Grove Bank & Trust | 1.06% | Reduce -0.5% | 65,565 | $9.3M |
| Element Wealth, LLC | 3.82% | Add +3.9% | 64,729 | $9.2M |
| Cadia Private Client LLC | 7.27% | Reduce -6.7% | 62,905 | $9.0M |
| CogentBlue Wealth Advisors, LLC | 5.97% | Add +4.6% | 62,323 | $8.9M |
| Well Done, LLC | 1.30% | Add +1.9% | 61,998 | $8.8M |
| Sjbenen Advisory, LLC | 7.33% | Reduce -43.6% | 61,481 | $8.8M |
| CENTRAL TRUST Co | 0.17% | Reduce -6.5% | 61,356 | $8.7M |
| Sard Wealth Management Group, LLC | 4.69% | Reduce -1.1% | 60,509 | $8.6M |
| Investors Research Corp | 1.65% | Reduce -7.6% | 60,472 | $8.6M |
| Rede Wealth, LLC | 3.10% | Add +4.9% | 60,471 | $8.6M |
| Naples Global Advisors, LLC | 0.63% | Reduce -0.2% | 60,471 | $8.6M |
| DDFG, Inc | 1.85% | Reduce -1.5% | 60,311 | $8.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -12.4% | 60,221 | $8.6M |
| Turtle Creek Wealth Advisors, LLC | 0.64% | No change | 59,590 | $8.5M |
| Patriot Investment Management Group, Inc. | 0.54% | Reduce -2.1% | 58,988 | $8.4M |
| Monument Capital Management | 2.10% | Reduce -1.0% | 58,982 | $8.4M |
| StoneX Group Inc. | 0.45% | Add +11.5% | 58,826 | $8.4M |
| Moneywise, Inc. | 3.65% | Reduce -18.4% | 58,693 | $8.4M |
| Magnolia Capital Advisors LLC | 1.63% | Reduce -34.3% | 58,182 | $8.3M |
| Lynch & Associates | 1.55% | Add +1.8% | 57,884 | $8.2M |
| BIP Wealth, LLC | 0.33% | Add +7.7% | 57,652 | $8.2M |
| Flagship Private Wealth, LLC | 3.30% | Add +1.7% | 57,130 | $8.1M |
| Apella Capital, LLC | 0.12% | Add +20.1% | 52,132 | $8.1M |
| Forbes J M & Co. LLP | 0.68% | Add +0.7% | 56,510 | $8.0M |
| Donor Advised Charitable Giving, Inc. | 0.20% | Reduce -5.5% | 56,012 | $8.0M |
| Hardy Reed LLC | 0.58% | Add +2.0% | 55,978 | $8.0M |
| A&I Financial Services, LLC | 3.77% | Reduce -6.3% | 55,888 | $8.0M |
| Hollencrest Capital Management | 0.30% | Add +5.2% | 55,719 | $7.9M |
| Summit Trail Advisors, LLC | 0.11% | Reduce -4.3% | 55,634 | $7.9M |
| National Philanthropic Trust | 0.08% | Add +5.2% | 55,616 | $7.9M |
| Mosaic Advisors LLC | 11.86% | No change | 50,527 | $7.9M |
| Bradley & Co. Private Wealth Management, LLC | 4.11% | No change | 54,780 | $7.8M |
| Pathstone Holdings, LLC | 0.03% | Reduce -8.6% | 54,601 | $7.8M |
| First Financial Bank - Trust Division | 0.62% | Reduce -2.8% | 54,248 | $7.7M |
| HBK Sorce Advisory LLC | 0.16% | Reduce -0.3% | 47,767 | $7.7M |
| Modera Wealth Management, LLC | 0.09% | Reduce -1.9% | 53,427 | $7.6M |
| Moneco Advisors, LLC | 0.58% | Reduce -3.5% | 52,079 | $7.4M |
| Diversified Portfolios, Inc. | 0.61% | Add +16.0% | 51,769 | $7.4M |
| Nations Financial Group Inc, /Ia/ | 0.38% | Add +2.4% | 51,701 | $7.4M |
| Ironwood Financial, llc | 1.28% | Add +0.5% | 51,355 | $7.3M |
| Avalon Advisory Group | 2.92% | Reduce -0.9% | 50,794 | $7.2M |
| LVZ, Inc. | 0.82% | Add +7.0% | 50,677 | $7.2M |
| Summit Wealth Partners, LLC | 1.14% | Reduce -4.4% | 50,503 | $7.2M |
| Davidson Investment Advisors | 0.31% | Reduce -0.0% | 50,274 | $7.2M |
| Cibc World Market Inc. | 0.01% | Add +628.1% | 49,701 | $7.1M |
| Claris Advisors, LLC / Mo / | 2.12% | Add +0.8% | 49,645 | $7.1M |
| Investment Advisory Group, LLC | 1.79% | Add +16.0% | 49,477 | $7.0M |
| Western Wealth Management, LLC | 0.27% | Add +36.3% | 49,251 | $7.0M |
| DKM Wealth Management, Inc. | 5.05% | Add +1.2% | 49,147 | $7.0M |
| Legacy Private Trust Co. | 0.43% | Reduce -2.8% | 49,100 | $7.0M |
| Amplius Wealth Advisors, LLC | 0.58% | Reduce -0.5% | 49,059 | $7.0M |
| Grand Wealth Management, LLC | 3.27% | No change | 48,756 | $6.9M |
| Avior Wealth Management, LLC | 0.20% | Add +0.1% | 48,429 | $6.9M |
| Wedmont Private Capital | 0.22% | Reduce -4.2% | 46,343 | $6.9M |
| Independent Solutions Wealth Management, LLC | 1.01% | Reduce -3.3% | 47,989 | $6.8M |
| Foundations Investment Advisors, LLC | 0.08% | Add +5.2% | 47,624 | $6.8M |
| Park Avenue Securities LLC | 0.05% | Add +1.7% | 47,592 | $6.8M |
| Pennington Partners & Co., LLC | 2.31% | Add +43.3% | 47,266 | $6.7M |
| Aegis Wealth Management LLC | 3.84% | No change | 47,167 | $6.7M |
| Abound Wealth Management | 1.51% | Add +22.9% | 46,606 | $6.6M |
| Sigma Planning Corp | 0.18% | Reduce -1.8% | 46,374 | $6.6M |
| Hudock, Inc. | 0.96% | Add +6.5% | 45,997 | $6.6M |
| Arax Advisory Partners | 0.18% | Reduce -17.5% | 45,805 | $6.5M |
| Snowden Capital Advisors LLC | 0.17% | Reduce -12.5% | 45,271 | $6.4M |
| Franklin Resources Inc. | 0.00% | Add +4.8% | 44,918 | $6.4M |
| First Heartland Consultants, Inc. | 0.49% | Add +0.5% | 44,795 | $6.4M |
| Natixis Advisors, LLC | 0.01% | Add +13.8% | 44,623 | $6.4M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +58.0% | 44,625 | $6.4M |
| Ferguson Wellman Capital Management, Inc. | 0.09% | No change | 43,899 | $6.3M |
| VestGen Advisors, LLC | 0.17% | Add +1.5% | 38,130 | $6.1M |
| Compound Planning, Inc. | 0.19% | Add +92.9% | 43,108 | $6.1M |
| Tsfg, LLC | 0.93% | Reduce -0.8% | 43,065 | $6.1M |
| Matthew Goff Investment Advisor, LLC | 1.02% | Reduce -5.5% | 43,040 | $6.1M |
| Independent Advisor Alliance | 0.07% | Add +620.4% | 42,998 | $6.1M |
| Dopkins Wealth Management, LLC | 2.45% | Add +17.5% | 42,852 | $6.1M |
| Sutton Place Investors LLC | 3.33% | Reduce -0.7% | 42,769 | $6.1M |
| Capital Planning LLC | 1.97% | Reduce -4.1% | 42,528 | $6.1M |
| Ritholtz Wealth Management | 0.10% | Add +2.5% | 42,390 | $6.0M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -2.0% | 42,306 | $6.0M |
| Sunbelt Securities, Inc. | 0.38% | Add +7.4% | 42,279 | $6.0M |
| Hassell Wealth Management, LLC | 2.01% | Add +0.3% | 42,150 | $6.0M |
| Dakota Wealth Management | 0.13% | Reduce -2.3% | 41,806 | $6.0M |
| Bleakley Financial Group, LLC | 0.09% | Add +6.2% | 41,648 | $5.9M |
| AlphaCore Capital LLC | 0.14% | Add +11.2% | 41,529 | $5.9M |
| Blueprint Investment Partners LLC | 0.60% | Add +16.5% | 41,397 | $5.9M |
| Sheets Smith Wealth Management | 0.66% | Reduce -2.4% | 41,357 | $5.9M |
| Bank of Hawaii | 0.31% | Reduce -8.4% | 41,275 | $5.9M |
| Blueprint Financial Advisors LLC | 0.87% | Add +13.7% | 41,262 | $5.9M |
| Libra Wealth LLC | 1.65% | Reduce -1.2% | 41,069 | $5.8M |
| FAS Wealth Partners, Inc. | 0.36% | Reduce -0.2% | 40,905 | $5.8M |
| GeoWealth Management, LLC | 0.21% | Reduce -0.8% | 40,612 | $5.8M |
| Fairvoy Private Wealth, LLC | 1.37% | Reduce -23.9% | 40,337 | $5.7M |
| Aspiriant, LLC | 0.16% | No change | 40,235 | $5.7M |
| Harbour Investments, Inc. | 0.09% | Add +4.8% | 40,205 | $5.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.34% | No change | 40,094 | $5.7M |
| Ridgecrest Wealth Partners, LLC | 3.15% | Reduce -1.9% | 40,062 | $5.7M |
| Flputnam Investment Management Co. | 0.09% | Reduce -2.5% | 40,044 | $5.7M |
| Greenwood Gearhart LLC | 0.30% | Reduce -23.6% | 39,348 | $5.6M |
| Capital Advisors, Ltd. LLC | 0.64% | No change | 39,254 | $5.6M |
| Yukon Wealth Management, Inc. | 3.33% | Add +1.4% | 39,125 | $5.6M |
| MBA Advisors LLC | 2.12% | Reduce -0.3% | 38,813 | $5.5M |
| Wealth Management Associates, Inc. | 1.90% | Add +0.5% | 38,628 | $5.5M |
| BlackDiamond Wealth Management, LLC | 2.64% | Reduce -0.7% | 38,412 | $5.5M |
| Glen Eagle Advisors, LLC | 0.75% | Reduce -0.1% | 37,838 | $5.4M |
| CFS Investment Advisory Services, LLC | 0.37% | Reduce -0.4% | 34,610 | $5.4M |
| Legacy Financial Group LLC | 0.67% | Add +5.7% | 37,414 | $5.3M |
| Soltis Investment Advisors LLC | 0.34% | Reduce -0.4% | 36,972 | $5.3M |
| Up Strategic Wealth Investment Advisors LLC | 3.32% | Reduce -0.8% | 32,902 | $5.3M |
| Keystone Financial Group | 0.36% | Reduce -0.4% | 36,306 | $5.2M |
| MA Private Wealth | 0.87% | Reduce -0.0% | 36,327 | $5.2M |
| Columbus Macro, LLC | 0.55% | Reduce -7.2% | 36,178 | $5.2M |
| GWN Securities Inc. | 0.98% | Add +0.1% | 35,849 | $5.1M |
| Prospera Financial Services Inc | 0.08% | Reduce -6.8% | 35,431 | $5.0M |
| Allie Family Office LLC | 2.19% | Add +2.4% | 35,326 | $5.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +3.9% | 35,284 | $5.0M |
| Vontobel Holding Ltd. | 0.02% | Reduce -5.0% | 35,157 | $5.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +5.2% | 35,142 | $5.0M |
| World Investment Advisors | 0.08% | Add +1.5% | 35,067 | $5.0M |
| Canandaigua National Corp. | 0.45% | — | 34,977 | $5.0M |
| Centerline Wealth Advisors, LLC | 1.76% | New | 34,430 | $4.9M |
| US Bancorp \de | 0.01% | Reduce -40.0% | 34,213 | $4.9M |
| Blue Fin Capital, Inc. | 0.80% | Add +17.1% | 34,065 | $4.9M |
| Baker Tilly Wealth Management, LLC | 1.18% | Add +0.3% | 33,957 | $4.8M |
| Hoxton Planning & Management, LLC | 1.45% | Add +0.9% | 33,871 | $4.8M |
| Fonville Wealth Management LLC | 0.92% | Reduce -0.9% | 33,848 | $4.8M |
| NYL Investors LLC | 1.82% | Reduce -4.1% | 33,765 | $4.8M |
| Doliver Advisors, LP | 1.09% | Reduce -0.2% | 33,628 | $4.8M |
| Fairview Capital Investment Management, LLC | 0.26% | Reduce -1.3% | 33,290 | $4.7M |
| Lazard Asset Management LLC | 0.01% | No change | 32,865 | $4.7M |
| MorganRosel Wealth Management, LLC | 1.84% | Reduce -47.2% | 32,750 | $4.7M |
| RW Investment Management LLC | 0.45% | — | 32,544 | $4.6M |
| Moneta Group Investment Advisors LLC | 0.03% | No change | 32,457 | $4.6M |
| Unique Wealth, LLC | 0.64% | Add +58.3% | 32,428 | $4.6M |
| Pitcairn Wealth Advisors LLC | 0.42% | Reduce -0.4% | 31,035 | $4.6M |
| Endeavor Private Wealth, Inc. | 1.29% | Reduce -16.4% | 31,485 | $4.5M |
| Shepherd Street Advisors LLC | 4.42% | No change | 31,463 | $4.5M |
| GSG Advisors LLC | 1.16% | Reduce -2.8% | 31,313 | $4.5M |
| Belleair Asset Management, LLC | 4.06% | Add +20.8% | 31,268 | $4.5M |
| IHT Wealth Management, LLC | 0.10% | Add +23.0% | 31,070 | $4.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -13.1% | 31,031 | $4.4M |
| Aspen Wealth Management LLC | 0.88% | Add +3.5% | 30,917 | $4.4M |
| Claro Advisors Inc. | 0.52% | Add +8.9% | 30,595 | $4.4M |
| NewEdge Wealth, LLC | 0.05% | Add +22.8% | 30,353 | $4.3M |
| TFO Wealth Partners, LLC | 0.59% | Reduce -0.1% | 30,351 | $4.3M |
| SmartHarvest Portfolios, LLC | 1.80% | Reduce -3.7% | 30,260 | $4.3M |
| Connecticut Capital Management Group, LLC | 4.04% | Reduce -3.7% | 29,994 | $4.3M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -1.6% | 29,792 | $4.2M |
| Alliance Wealth Management Group | 0.92% | Add +2.8% | 29,620 | $4.2M |
| RFG Advisory, LLC | 0.08% | Add +34.1% | 29,513 | $4.2M |
| Symphony Financial Services, Inc. | 2.15% | Add +3.2% | 29,434 | $4.2M |
| Strategic Blueprint, LLC | 0.24% | Add +15.0% | 29,410 | $4.2M |
| Sentinel Pension Advisors, LLC | 0.62% | Add +0.5% | 29,382 | $4.2M |
| Sigma Investment Counselors Inc. | 0.22% | Reduce -22.2% | 29,170 | $4.2M |
| Able Wealth Management LLC | 1.11% | Add +2.0% | 29,024 | $4.1M |
| Montecito Bank & Trust | 0.68% | Reduce -8.4% | 28,983 | $4.1M |
| Vericrest Private Wealth | 3.70% | Add +5.2% | 28,961 | $4.1M |
| Rf&l Wealth Management, LLC | 3.08% | Add +4.3% | 28,892 | $4.1M |
| Tower Research Capital LLC (TRC) | 0.11% | Add +77.2% | 28,841 | $4.1M |
| Forte Asset Management LLC | 1.77% | Add +1.0% | 28,292 | $4.0M |
| Asset Dedication, LLC | 0.28% | Reduce -67.6% | 28,277 | $4.0M |
| Formulate Financial LLC | 4.88% | Add +16.0% | 27,761 | $4.0M |
| Segment Wealth Management, LLC | 0.23% | Add +1.8% | 27,228 | $3.9M |
| Joel Isaacson & Co., LLC | 0.13% | Add +0.2% | 27,181 | $3.9M |
| Alta Wealth Advisors LLC | 1.25% | Reduce -0.1% | 26,999 | $3.8M |
| Summit Investment Advisory Services, LLC | 1.42% | Add +0.1% | 26,830 | $3.8M |
| Private Trust Co. NA | 0.34% | Reduce -1.9% | 26,819 | $3.8M |
| Voisard Asset Management Group, Inc. | 0.81% | No change | 26,817 | $3.8M |
| Dorsey & Whitney Trust CO LLC | 0.21% | No change | 26,677 | $3.8M |
| JSF Financial, LLC | 0.74% | Reduce -3.4% | 26,641 | $3.8M |
| TD Private Client Wealth LLC | 0.08% | Add +14.2% | 26,361 | $3.8M |
| N.E.W. Advisory Services LLC | 0.28% | Reduce -0.6% | 25,925 | $3.7M |
| ShoreHaven Wealth Partners, LLC | 1.33% | Add +7.0% | 25,914 | $3.7M |
| Drucker Wealth 3.0, LLC | 0.64% | Reduce -0.8% | 25,873 | $3.7M |
| Diversify Wealth Management, LLC | 0.07% | New | 23,604 | $3.7M |
| TFC Financial Management, Inc. | 0.45% | Add +0.1% | 25,663 | $3.7M |
| Samalin Investment Counsel, LLC | 1.30% | Reduce -23.6% | 25,520 | $3.6M |
| Curat Global, LLC | 3.58% | Add +0.7% | 25,333 | $3.6M |
| Fortress Financial Solutions, LLC | 3.77% | Reduce -8.3% | 25,356 | $3.6M |
| Climber Capital SA | 2.36% | Reduce -15.0% | 27,597 | $3.6M |
| Oxford Financial Group, LTD. LLC | 0.19% | No change | 25,259 | $3.6M |
| Choate Investment Advisors | 0.07% | No change | 25,243 | $3.6M |
| Vanguard Advisers Inc. | 0.01% | — | 25,148 | $3.6M |
| Nepc LLC | 0.07% | No change | 25,076 | $3.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 24,924 | $3.5M |
| Savvy Advisors, Inc. | 0.10% | Add +56.0% | 24,859 | $3.5M |
| Silvia McColl Wealth Management, LLC | 2.33% | No change | 24,800 | $3.5M |
| AE Wealth Management LLC | 0.02% | Add +12.4% | 24,657 | $3.5M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +0.5% | 24,601 | $3.5M |
| Carrera Capital Advisors | 0.54% | Reduce -7.1% | 24,460 | $3.5M |
| Glass Jacobson Investment Advisors llc | 1.20% | Reduce -0.3% | 24,376 | $3.5M |
| Rather & Kittrell, Inc. | 0.53% | Reduce -0.1% | 24,207 | $3.4M |
| Kings Path Partners LLC | 1.18% | Add +0.0% | 24,176 | $3.4M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Reduce -1.9% | 24,131 | $3.4M |
| BridgePort Financial Solutions, LLC | 0.97% | Reduce -5.9% | 23,979 | $3.4M |
| Jefferies Financial Group Inc. | 0.04% | Add +0.0% | 23,836 | $3.4M |
| Foster Group, Inc. | 0.10% | Add +0.1% | 23,654 | $3.4M |
| SCS Capital Management LLC | 0.04% | No change | 23,596 | $3.4M |
| Nicholson Meyer Capital Management, Inc. | 2.57% | Reduce -6.7% | 23,550 | $3.4M |
| Gladstone Institutional Advisory LLC | 0.12% | Reduce -3.1% | 23,516 | $3.3M |
| Accurate Wealth Management, LLC | 0.40% | Reduce -37.3% | 22,379 | $3.3M |
| HRT Financial LP | 0.01% | Add +100.2% | 23,292 | $3.3M |
| Brown Advisory Inc. | 0.01% | Reduce -5.3% | 23,137 | $3.3M |
| Carr Financial Group Corp | 0.85% | Reduce -7.0% | 22,630 | $3.2M |
| Quadrant Private Wealth Management, LLC | 0.50% | Add +6.0% | 22,625 | $3.2M |
| Tenon Financial LLC | 1.26% | No change | 22,540 | $3.2M |
| Strategic Equity Management | 1.20% | Reduce -2.7% | 22,345 | $3.2M |
| PFG Advisors | 0.15% | Add +8.2% | 22,318 | $3.2M |
| Maltin Wealth Management, Inc. | 1.21% | Add +9.1% | 22,232 | $3.2M |
| Mayflower Financial Advisors, LLC | 0.38% | Add +2.5% | 22,124 | $3.2M |
| Godfrey Financial Associates, Inc. | 2.70% | Reduce -2.3% | 22,095 | $3.1M |
| Luminvest Wealth Management LLC | 0.82% | Add +2.7% | 21,919 | $3.1M |
| Owl Creek Wealth Partners LLC | 1.12% | — | 22,081 | $3.1M |
| Prosperity Consulting Group, LLC | 0.14% | Add +6.5% | 21,976 | $3.1M |
| Apollon Financial, LLC | 0.43% | Add +0.0% | 21,885 | $3.1M |
| SFG Wealth Management, LLC. | 1.28% | Add +0.4% | 21,768 | $3.1M |
| Discipline Wealth Solutions, LLC | 0.33% | Reduce -1.2% | 21,679 | $3.1M |
| SC&H Financial Advisors, Inc. | 0.47% | Reduce -3.2% | 21,664 | $3.1M |
| M&T Bank Corp | 0.01% | No change | 21,599 | $3.1M |
| Kelly Financial Services LLC | 0.74% | Add +5.6% | 21,433 | $3.1M |
| Elevation Point Wealth Partners, LLC | 0.07% | New | 21,405 | $3.0M |
| Signature Resources Capital Management, LLC | 1.44% | No change | 21,364 | $3.0M |
| May Hill Capital, LLC | 0.76% | Reduce -1.8% | 21,189 | $3.0M |
| Mutual Advisors, LLC | 0.06% | Add +8.3% | 21,133 | $3.0M |
| Calton & Associates, Inc. | 0.43% | Reduce -2.4% | 21,083 | $3.0M |
| Bokf, NA | 0.05% | Reduce -1.7% | 20,856 | $3.0M |
| Schrum Private Wealth Management LLC | 2.25% | Add +3.5% | 20,749 | $3.0M |
| AdvisorNet Financial, Inc | 0.15% | Add +1.5% | 20,731 | $3.0M |
| Retirement Planning Group, LLC | 0.09% | Reduce -14.2% | 20,636 | $2.9M |
| Lauterbach Financial Advisors, LLC | 1.43% | Reduce -0.7% | 20,546 | $2.9M |
| Citizens Financial Group Inc. | 0.04% | Add +234.7% | 20,521 | $2.9M |
| Northwest Bancshares, Inc. | 0.58% | Add +7.9% | 20,513 | $2.9M |
| Integrity Alliance, Llc. | 0.11% | Add +2.4% | 20,345 | $2.9M |
| TKG Advisors, LLC | 1.19% | No change | 20,160 | $2.9M |
| Evoke Wealth, LLC | 0.05% | Add +3.4% | 20,155 | $2.9M |
| WealthCollab, LLC | 1.18% | No change | 20,076 | $2.9M |
| Buttonwood Financial Advisors Inc. | 0.96% | Reduce -2.4% | 20,057 | $2.9M |
| LaSalle St. Investment Advisors, LLC | 0.40% | Add +6.0% | 19,811 | $2.8M |
| Curi Capital, LLC | 0.05% | Reduce -4.2% | 19,810 | $2.8M |
| Range Advisory, LLC | 0.52% | Add +7.4% | 19,668 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +52.9% | 19,651 | $2.8M |
| Quad-Cities Investment Group, LLC | 1.11% | Add +3.2% | 19,502 | $2.8M |
| Farmers & Merchants Investments Inc. | 0.08% | Add +14.3% | 19,464 | $2.8M |
| Essex Bank | 0.61% | No change | 19,361 | $2.8M |
| Assetmark, Inc. | 0.01% | Add +6.3% | 19,314 | $2.8M |
| Serenus Wealth Advisors, LLC | 0.55% | No change | 19,292 | $2.7M |
| First National Bank & Trust Co. of Newtown | 0.59% | Reduce -4.0% | 19,130 | $2.7M |
| Snider Financial Group | 0.82% | Add +2.8% | 19,101 | $2.7M |
| Perigon Wealth Management, LLC | 0.05% | Add +4.9% | 18,958 | $2.7M |
| Cooper Financial Group | 0.27% | Add +1.9% | 18,929 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -31.4% | 19,436 | $2.7M |
| One Wealth Advisors, LLC | 0.33% | Reduce -12.8% | 18,843 | $2.7M |
| Fiduciary Alliance LLC | 0.16% | Reduce -25.0% | 17,472 | $2.7M |
| Tranquility Partners, LLC | 1.00% | Add +2.3% | 18,612 | $2.7M |
| Debussy Capital Management LP | 0.37% | Reduce -4.9% | 18,593 | $2.6M |
| Asset One Wealth Management LLC | 0.29% | Reduce -0.1% | 17,073 | $2.6M |
| Great Point Wealth Advisors, LLC | 0.48% | Reduce -2.7% | 18,420 | $2.6M |
| Financial Architects, LLC | 1.38% | Add +20.1% | 18,355 | $2.6M |
| Venturi Wealth Management, LLC | 0.12% | Add +2.2% | 18,333 | $2.6M |
| Sage Financial Group Inc. | 0.17% | Reduce -0.0% | 18,108 | $2.6M |
| Walkner Condon Financial Advisors LLC | 0.34% | Reduce -13.8% | 18,083 | $2.6M |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.5% | 18,025 | $2.6M |
| Altiora Financial Group, LLC | 0.42% | New | 17,909 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.4% | 17,904 | $2.6M |
| Cascade Financial Partners, LLC | 0.26% | Add +0.0% | 17,902 | $2.5M |
| Oppenheimer & Co. Inc. | 0.03% | Add +31.6% | 17,869 | $2.5M |
| Cahaba Wealth Management, Inc. | 0.17% | Add +59.0% | 17,719 | $2.5M |
| Keel Point, LLC | 0.17% | New | 17,621 | $2.5M |
| Wealth Group Ltd | 0.57% | Add +4.6% | 17,452 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +14.1% | 17,447 | $2.5M |
| Archer Investment Corp | 0.53% | Add +2.5% | 17,377 | $2.5M |
| Morling Financial Advisors, LLC | 0.76% | Reduce -0.6% | 17,367 | $2.5M |
| First Citizens Bank & Trust Co. | 0.05% | Add +69.0% | 17,340 | $2.5M |
| Insigneo Advisory Services, LLC | 0.18% | Add +44.5% | 17,326 | $2.5M |
| Parkwoods Wealth Partners, LLC | 0.60% | Reduce -3.8% | 17,271 | $2.5M |
| Tennessee Valley Asset Management Partners | 0.32% | Add +43.7% | 17,144 | $2.4M |
| Hamilton Capital, LLC | 0.13% | Add +1.2% | 17,035 | $2.4M |
| Centerpoint Advisors, LLC | 0.79% | Add +0.0% | 16,954 | $2.4M |
| Regency Capital Management Inc.\DE | 1.07% | Add +2.1% | 16,833 | $2.4M |
| Associated Banc-Corp | 0.06% | Reduce -3.8% | 16,814 | $2.4M |
| Cardiff Park Advisors, LLC | 0.19% | Add +0.2% | 16,775 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +669.2% | 16,553 | $2.4M |
| Asempa Wealth Advisors | 2.04% | Add +2.5% | 16,298 | $2.3M |
| Csenge Advisory Group | 0.11% | Add +2.9% | 16,351 | $2.3M |
| Riverbend Wealth Management, LLC | 1.45% | Add +2.5% | 16,346 | $2.3M |
| Pasadena Private Wealth, LLC | 0.32% | Add +10.9% | 16,198 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +0.8% | 16,174 | $2.3M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +13.5% | 16,108 | $2.3M |
| Peak Financial Management, Inc. | 0.58% | Reduce -5.3% | 16,091 | $2.3M |
| Tempo Wealth, LLC | 0.40% | Reduce -2.0% | 15,926 | $2.3M |
| Keystone Financial Group, Inc. | 1.18% | Reduce -12.4% | 15,890 | $2.3M |
| Cherry Tree Wealth Management, LLC | 0.48% | Reduce -3.8% | 15,877 | $2.3M |
| Sowa Financial Group, Inc. | 1.12% | Reduce -4.8% | 15,831 | $2.3M |
| Gateway Wealth Partners, LLC | 0.09% | Add +360.2% | 15,793 | $2.2M |
| Midwest Trust Co | 0.03% | Add +0.4% | 15,710 | $2.2M |
| CIBC Bancorp USA Inc. | 0.00% | — | 15,676 | $2.2M |
| Accredited Investors Inc. | 0.12% | Add +1.0% | 15,553 | $2.2M |
| Guidance Point Advisors, LLC | 0.54% | Add +1.8% | 15,520 | $2.2M |
| McGlone Suttner Wealth Management, Inc. | 0.29% | No change | 15,480 | $2.2M |
| Icon Wealth Advisors, LLC | 0.14% | Add +1.8% | 14,139 | $2.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +390.9% | 15,445 | $2.2M |
| Keybank National Association | 0.01% | Reduce -0.0% | 15,311 | $2.2M |
| Objective Capital Management, LLC | 2.19% | Reduce -1.7% | 15,213 | $2.2M |
| Mgo One Seven LLC | 0.04% | Add +35.2% | 15,107 | $2.2M |
| OpenArc Corporate Advisory, LLC | 0.03% | Add +183.0% | 15,083 | $2.1M |
| Laurel Oak Wealth Management, LLC | 0.36% | Add +178.1% | 15,076 | $2.1M |
| XY Planning Network, Inc. | 0.34% | Reduce -10.0% | 14,845 | $2.1M |
| Birch Financial Group, LLC | 1.24% | Reduce -1.6% | 14,916 | $2.1M |
| Bogart Wealth, LLC | 0.08% | Add +0.9% | 14,797 | $2.1M |
| Trivium Point Advisory, LLC | 0.38% | Reduce -1.5% | 14,742 | $2.1M |
| Vistica Wealth Advisors, LLC | 2.09% | Reduce -0.1% | 14,733 | $2.1M |
| Signaturefd, LLC | 0.03% | Reduce -1.6% | 14,655 | $2.1M |
| Security Financial Services, INC. | 0.33% | Add +18.4% | 14,626 | $2.1M |
| Aaron Wealth Advisors LLC | 0.12% | Add +14.0% | 14,591 | $2.1M |
| Grey Ledge Advisors, LLC | 0.47% | Add +0.4% | 14,551 | $2.1M |
| Wealth Effects LLC | 0.73% | Reduce -2.0% | 14,451 | $2.1M |
| Bouvel Investment Partners, LLC | 0.60% | Add +38.3% | 14,443 | $2.1M |
| Agf Management Ltd. | 0.01% | Reduce -27.2% | 14,400 | $2.1M |
| Destiny Wealth Partners, LLC | 0.22% | Reduce -2.3% | 14,393 | $2.0M |
| Talisman Wealth Advisors LLC | 1.65% | Reduce -3.9% | 14,341 | $2.0M |
| Toronto Dominion Bank | 0.00% | Add +203.9% | 14,343 | $2.0M |
| Phillips Financial Management, LLC | 0.15% | Reduce -15.6% | 14,215 | $2.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Add +12.7% | 14,147 | $2.0M |
| Traveka Wealth, LLC | 0.77% | Add +0.2% | 14,085 | $2.0M |
| Compass Ion Advisors, LLC | 0.19% | Add +0.0% | 14,013 | $2.0M |
| Valeo Financial Advisors, LLC | 0.05% | Add +0.3% | 13,968 | $2.0M |
| Robinson Smith Wealth Advisors LLC | 1.33% | Reduce -1.4% | 13,764 | $2.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.24% | Add +2.8% | 13,649 | $1.9M |
| Hobbs Group Advisors, LLC | 0.57% | Add +0.8% | 13,479 | $1.9M |
| Stephenson & Company, Inc. | 1.02% | No change | 13,202 | $1.9M |
| Clark Asset Management, LLC | 0.18% | Reduce -52.7% | 13,184 | $1.9M |
| Three Arch Wealth Management LLC | 0.33% | No change | 13,044 | $1.9M |
| Prosperity Planning, Inc. | 0.66% | Reduce -0.7% | 12,952 | $1.8M |
| Flywheel Private Wealth LLC | 1.05% | Reduce -25.4% | 12,918 | $1.8M |
| Wellington-Altus USA Inc. | 1.08% | Add +32.2% | 11,152 | $1.8M |
| Detalus Advisors, LLC | 0.42% | Add +48.5% | 12,851 | $1.8M |
| Berman McAleer LLC | 0.25% | Add +1.4% | 12,807 | $1.8M |
| Westside Investment Management, Inc. | 0.28% | Reduce -2.0% | 12,727 | $1.8M |
| KOM Wealth Management Group, LLC | 1.24% | Reduce -1.4% | 12,723 | $1.8M |
| ZWJ Investment Counsel Inc. | 0.07% | Reduce -11.6% | 12,697 | $1.8M |
| ABLE Financial Group, LLC | 0.35% | Reduce -7.5% | 12,618 | $1.8M |
| Box Hill Private Wealth LLC | 1.78% | Reduce -0.5% | 12,615 | $1.8M |
| Whitcomb & Hess, Inc. | 0.42% | Reduce -1.4% | 12,576 | $1.8M |
| First Interstate Bank | 0.10% | Reduce -5.2% | 12,541 | $1.8M |
| Brooklyn Investment Group | 0.06% | Add +8.7% | 12,473 | $1.8M |
| Parkside Investments, LLC | 0.21% | Add +0.3% | 12,427 | $1.8M |
| Weaver Consulting Group | 0.42% | Add +5.8% | 12,317 | $1.8M |
| My Personal CFO, LLC | 0.77% | No change | 12,287 | $1.8M |
| Gryphon Financial Partners LLC | 0.18% | Add +0.0% | 12,225 | $1.7M |
| Walsh & Associates, LLC | 1.70% | Add +0.1% | 12,054 | $1.7M |
| Mill Creek Capital Advisors, LLC | 0.04% | No change | 12,047 | $1.7M |
| BlueStem Wealth Partners, LLC | 0.19% | Reduce -8.1% | 12,007 | $1.7M |
| Galvin, Gaustad & Stein, LLC | 0.14% | Add +14.2% | 11,878 | $1.7M |
| Pioneer Trust Bank N A | 0.41% | No change | 11,750 | $1.7M |
| Ares Financial Consulting, LLC | 1.30% | Add +43.9% | 11,556 | $1.7M |
| Beacon Financial Advisory LLC | 0.37% | Add +0.8% | 11,633 | $1.7M |
| Elevated Financial Group LLC | 0.55% | Add +45.1% | 11,608 | $1.7M |
| Rosenberg Matthew Hamilton | 0.34% | Add +0.1% | 11,488 | $1.6M |
| D'Orazio & Associates, Inc. | 0.21% | No change | 11,386 | $1.6M |
| Finley Financial, LLC | 0.76% | No change | 11,345 | $1.6M |
| Heirloom Wealth Management | 0.29% | New | 11,340 | $1.6M |
| NorthRock Partners, LLC | 0.03% | Add +21.5% | 11,277 | $1.6M |
| MN Wealth Advisors, LLC | 0.78% | Add +3.7% | 11,219 | $1.6M |
| TBH Global Asset Management, LLC | 0.32% | New | 11,160 | $1.6M |
| DV Trading LLC | 0.14% | Add +217.7% | 11,157 | $1.6M |
| ZEGA Investments, LLC | 0.30% | Add +63.5% | 11,150 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +1.4% | 11,098 | $1.6M |
| Crusonia Wealth Advisors LLC | 0.33% | Add +4.3% | 11,099 | $1.6M |
| Cogent Strategic Wealth LLC | 1.61% | Reduce -0.7% | 10,983 | $1.6M |
| MBL Wealth, LLC | 0.12% | Add +4.6% | 10,967 | $1.6M |
| Westmount Partners, LLC | 0.38% | Add +0.2% | 10,935 | $1.6M |
| Aft, Forsyth & Sober, LLC | 0.47% | No change | 10,875 | $1.5M |
| Legacy Advisors, LLC | 0.18% | No change | 10,867 | $1.5M |
| Clarity Asset Management, Inc. | 0.78% | Add +0.2% | 10,828 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -39.8% | 10,827 | $1.5M |
| Palisade Capital Management, LP | 0.05% | Add +53.1% | 10,720 | $1.5M |
| Marino, Stram & Associates LLC | 0.27% | No change | 10,623 | $1.5M |
| Tanglewood Legacy Advisors, LLC | 0.55% | Add +2.0% | 10,608 | $1.5M |
| Pinnacle Family Advisors, LLC | 0.71% | Reduce -3.9% | 10,599 | $1.5M |
| JDH Wealth Management, LLC | 1.02% | Reduce -0.0% | 10,598 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.17% | Reduce -8.8% | 10,587 | $1.5M |
| Clayton Financial Group LLC | 0.77% | Add +0.2% | 10,529 | $1.5M |
| NorthCoast Asset Management LLC | 0.03% | Add +3.5% | 10,506 | $1.5M |
| Klingman & Associates, LLC | 0.07% | Reduce -0.3% | 10,480 | $1.5M |
| Ashton Thomas Securities, LLC | 0.19% | New | 10,475 | $1.5M |
| Somerset Trust Co | 0.45% | Add +10.7% | 10,391 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.11% | Reduce -2.8% | 10,301 | $1.5M |
| Visionary Wealth Advisors | 0.06% | Reduce -3.0% | 10,228 | $1.5M |
| Sovereign Financial Group, Inc. | 0.25% | Add +0.1% | 10,212 | $1.5M |
| Accelerate Investment Advisors LLC | 0.96% | Reduce -3.3% | 10,116 | $1.4M |
| Index Fund Advisors, Inc. | 0.06% | Add +0.0% | 10,110 | $1.4M |
| Smartleaf Asset Management LLC | 0.05% | Reduce -1.1% | 10,398 | $1.4M |
| Wealth Alliance, LLC | 0.14% | Add +28.6% | 10,082 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -11.4% | 10,041 | $1.4M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -3.8% | 10,026 | $1.4M |
| Private Management Group Inc. | 0.04% | No change | 10,000 | $1.4M |
| Signature Wealth Management Partners, LLC | 0.71% | Add +2.4% | 9,979 | $1.4M |
| Chicago Capital, LLC | 0.04% | Reduce -0.1% | 9,960 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | Add +0.4% | 9,886 | $1.4M |
| Magnolia Private Wealth, LLC | 0.94% | Reduce -6.8% | 9,870 | $1.4M |
| FourThought Financial Partners, LLC | 0.12% | No change | 9,819 | $1.4M |
| Advisortrust Partners, LLC | 0.58% | Add +31.3% | 9,807 | $1.4M |
| Cahill Financial Advisors Inc. | 0.15% | Reduce -0.8% | 9,804 | $1.4M |
| Madison Wealth Partners, Inc | 0.22% | Add +0.2% | 9,768 | $1.4M |
| Convergence Financial, LLC | 0.15% | Reduce -42.9% | 9,746 | $1.4M |
| Evernest Financial Advisors, LLC | 0.29% | No change | 8,872 | $1.4M |
| Silver Oak Securities, Incorporated | 0.10% | Add +0.1% | 9,739 | $1.4M |
| Pinnacle Wealth Management Group, Inc. | 0.68% | Add +21.3% | 9,736 | $1.4M |
| Commerce Bank | 0.01% | Add +79.2% | 9,732 | $1.4M |
| Penobscot Wealth Management | 0.41% | Reduce -0.1% | 9,693 | $1.4M |
| Sugar Maple Asset Management, LLC | 0.84% | Add +0.0% | 9,672 | $1.4M |
| Seaside Wealth Management, Inc. | 0.39% | No change | 9,610 | $1.4M |
| Patten Group, Inc. | 0.24% | Reduce -5.5% | 9,602 | $1.4M |
| Wolff Wiese Magana LLC | 0.75% | No change | 9,553 | $1.4M |
| Krilogy Financial LLC | 0.04% | Reduce -2.6% | 8,849 | $1.4M |
| Meridian Wealth Partners, LLC | 0.19% | Reduce -0.3% | 9,531 | $1.4M |
| Horst & Graben Wealth Management LLC | 0.19% | Add +5.6% | 8,639 | $1.4M |
| Almanack Investment Partners, LLC. | 0.23% | Add +3.9% | 9,406 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.04% | New | 9,270 | $1.3M |
| Fielder Capital Group LLC | 0.29% | No change | 9,302 | $1.3M |
| Curated Wealth Partners LLC | 0.17% | No change | 9,301 | $1.3M |
| Colter Lewis Investment Partners LLC | 1.24% | Reduce -27.4% | 9,284 | $1.3M |
| Pathway Financial Advisors LLC | 0.16% | No change | 9,200 | $1.3M |
| Gibson Capital, LLC | 0.24% | Add +0.3% | 9,198 | $1.3M |
| Northstar Financial Companies, Inc. | 1.04% | No change | 9,192 | $1.3M |
| Eagle Bluffs Wealth Management LLC | 0.51% | Reduce -7.8% | 9,191 | $1.3M |
| Earned Wealth Advisors, LLC | 0.09% | Reduce -2.1% | 9,170 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 9,151 | $1.3M |
| Institute for Wealth Management, LLC. | 0.14% | Reduce -1.3% | 9,147 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Reduce -6.0% | 9,147 | $1.3M |
| Baring Financial LLC | 0.80% | Add +0.9% | 9,139 | $1.3M |
| AMG National Trust Bank | 0.03% | Add +205.3% | 9,125 | $1.3M |
| Oakworth Capital, Inc. | 0.07% | No change | 9,066 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -4.8% | 9,027 | $1.3M |
| Mather Group, Llc. | 0.01% | Add +3.2% | 9,014 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.13% | No change | 8,952 | $1.3M |
| Ascent Group, LLC | 0.04% | Add +25.0% | 8,937 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.11% | Reduce -5.1% | 8,923 | $1.3M |
| Mayport, LLC | 0.23% | No change | 8,827 | $1.3M |
| Sprinkle Financial Consultants LLC | 0.58% | Add +0.2% | 8,784 | $1.3M |
| Money Concepts Capital Corp. | 0.07% | Reduce -0.1% | 8,762 | $1.2M |
| Advyzon Investment Management, LLC | 0.11% | Add +115.8% | 8,753 | $1.2M |
| LexAurum Advisors, LLC | 0.16% | — | 8,734 | $1.2M |
| Symphony Financial, Ltd. Co. | 0.16% | Add +17.1% | 8,846 | $1.2M |
| Base Wealth Management LLC | 0.69% | Reduce -0.8% | 8,687 | $1.2M |
| RHS Financial, LLC | 0.58% | Reduce -17.1% | 8,639 | $1.2M |
| Corrado Advisors, LLC | 0.64% | Add +1.2% | 8,612 | $1.2M |
| Bawa N Mallick Trust | 0.50% | Reduce -26.4% | 8,600 | $1.2M |
| Invesco Ltd. | 0.00% | Add +285.6% | 8,463 | $1.2M |
| Whitaker-Myers Wealth Managers, LTD. | 0.24% | Add +1.4% | 8,439 | $1.2M |
| Human Investing LLC | 0.17% | Reduce -0.3% | 8,408 | $1.2M |
| Howe & Rusling Inc. | 0.08% | Add +27.7% | 8,366 | $1.2M |
| North Star Asset Management Inc. | 0.05% | No change | 8,365 | $1.2M |
| Helium Advisors LLC | 1.14% | Reduce -0.3% | 8,338 | $1.2M |
| Global View Capital Management LLC | 0.32% | Reduce -8.6% | 8,333 | $1.2M |
| Pacific Capital Wealth Advisors, Inc. | 0.20% | No change | 8,311 | $1.2M |
| Professional Financial Advisors, LLC | 0.24% | Reduce -28.3% | 8,276 | $1.2M |
| Solstein Capital, LLC | 0.48% | Reduce -0.0% | 8,239 | $1.2M |
| Southeast Asset Advisors, LLC | 0.13% | Reduce -0.7% | 8,235 | $1.2M |
| Atwood & Palmer Inc. | 0.07% | Add +0.1% | 8,137 | $1.2M |
| Meridian Management Co. | 0.29% | No change | 8,100 | $1.2M |
| Rodgers & Associates, LTD | 0.12% | Reduce -1.9% | 8,096 | $1.2M |
| Advisors Capital Management, LLC | 0.01% | Reduce -41.0% | 8,090 | $1.2M |
| SVB Wealth LLC | 0.08% | Reduce -74.7% | 8,033 | $1.1M |
| Orgel Wealth Management, LLC | 0.02% | Add +13.6% | 8,027 | $1.1M |
| First Trust Advisors LP | 0.00% | Add +37.3% | 8,014 | $1.1M |
| Sylvest Advisors, LLC | 0.60% | Reduce -1.3% | 7,921 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -6.7% | 7,896 | $1.1M |
| Winter & Associates, Inc. | 0.98% | Reduce -4.3% | 7,759 | $1.1M |
| Fidelis Capital Partners, LLC | 0.08% | Reduce -15.7% | 7,856 | $1.1M |
| L.K. Benson & Company, P.C. | 0.37% | No change | 7,846 | $1.1M |
| Quantify Chaos Advisors, LLC | 3.48% | Add +8.0% | 7,833 | $1.1M |
| Stonekeep Investments, LLC | 0.72% | Add +10.2% | 7,820 | $1.1M |
| Avalon Trust Co | 0.08% | New | 7,807 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +7.3% | 7,806 | $1.1M |
| Milestone Asset Management, LLC | 0.20% | Reduce -2.8% | 7,793 | $1.1M |
| Manning & Napier Advisors LLC | 0.02% | Add +143.3% | 8,024 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +21.0% | 7,739 | $1.1M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -0.5% | 7,706 | $1.1M |
| NWK Group, Inc. | 0.42% | No change | 7,704 | $1.1M |
| Genesis Private Wealth, LLC | 0.34% | Add +10.8% | 7,669 | $1.1M |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -0.0% | 7,602 | $1.1M |
| KLCM Advisors, Inc. | 0.09% | Reduce -3.4% | 7,568 | $1.1M |
| Robinhood Asset Management, LLC | 0.08% | Add +30.8% | 7,565 | $1.1M |
| Cypress Wealth Services, LLC | 0.15% | Reduce -10.5% | 7,556 | $1.1M |
| Sfmg, LLC | 0.07% | Add +0.5% | 7,539 | $1.1M |
| Patten & Patten Inc. | 0.06% | No change | 7,500 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +0.4% | 7,497 | $1.1M |
| Ervin Investment Management, LLC | 0.62% | New | 7,483 | $1.1M |
| Keystone Wealth Services, LLC | 0.23% | Add +0.0% | 7,431 | $1.1M |
| TSA Wealth Managment LLC | 0.34% | Add +10.9% | 7,429 | $1.1M |
| Legacy Solutions, LLC | 0.98% | Add +25.8% | 7,425 | $1.1M |
| Boston Trust Walden Corp | 0.01% | Add +10.5% | 7,368 | $1.0M |
| Verdence Capital Advisors LLC | 0.06% | Add +16.0% | 7,323 | $1.0M |
| Financial Consulate, Inc. | 0.13% | No change | 7,293 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +7.1% | 7,289 | $1.0M |
| WealthShield Partners, LLC | 0.12% | Reduce -0.2% | 7,264 | $1.0M |
| Grange Capital, LLC | 1.02% | Reduce -7.9% | 7,217 | $1.0M |
| Windsor Capital Management, LLC | 0.31% | Reduce -0.6% | 7,189 | $1.0M |
| Bison Wealth, LLC | 0.10% | No change | 6,256 | $1.0M |
| Brandywine Oak Private Wealth LLC | 0.08% | Add +12.2% | 7,091 | $1.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.12% | Add +124.4% | 7,089 | $1.0M |
| Foundry Financial LLC | 0.43% | Add +18.7% | 7,075 | $1.0M |
| First American Trust, FSB | 0.07% | No change | 7,041 | $1.0M |
| EPG Wealth Management LLC | 0.27% | Add +0.5% | 7,034 | $1.0M |
| IFG Advisors, LLC | 0.16% | Add +16.2% | 7,024 | $1.0M |
| Cooper/Haims Advisors, LLC | 0.47% | Add +6.9% | 7,006 | $998K |
| One Capital Management, LLC | 0.03% | Reduce -0.6% | 6,994 | $996K |
| Capital City Trust Co. | 0.23% | No change | 6,992 | $996K |
| 55 North Private Wealth, LLC | 0.25% | Reduce -5.5% | 6,986 | $995K |
| Elevation Wealth Management LLC | 0.91% | Reduce -5.0% | 6,970 | $993K |
| Albion Financial Group | 0.06% | No change | 6,885 | $981K |
| Downshift Financial, LLC | 0.51% | Add +0.6% | 6,296 | $978K |
| San Luis Wealth Advisors LLC | 0.16% | Add +1.8% | 6,842 | $974K |
| Ibex Wealth Advisors | 0.09% | New | 6,717 | $957K |
| HCR Wealth Advisors | 0.10% | No change | 6,716 | $957K |
| Rolek Wealth Management LLC | 0.68% | Reduce -1.5% | 6,694 | $953K |
| Brio Consultants, LLC | 0.12% | Reduce -8.2% | 5,969 | $946K |
| WealthPlan Investment Management, LLC | 0.05% | Add +15.4% | 6,633 | $945K |
| Soundwatch Capital LLC | 0.12% | No change | 6,604 | $941K |
| Aspiring Ventures, LLC | 0.32% | Reduce -0.8% | 6,586 | $938K |
| Spire Wealth Management | 0.03% | Add +5.0% | 6,541 | $932K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -3.3% | 6,540 | $931K |
| GHP Investment Advisors, Inc. | 0.04% | Reduce -1.5% | 6,517 | $928K |
| Advisor OS, LLC | 0.07% | Add +115.9% | 6,478 | $923K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.19% | Add +0.2% | 6,449 | $919K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -1.4% | 5,835 | $917K |
| Bond & Devick Financial Network, Inc. | 0.26% | Reduce -1.0% | 6,431 | $916K |
| KERR FINANCIAL PLANNING Corp | 0.65% | Add +17.7% | 5,893 | $916K |
| Keener Financial Planning LLC | 0.38% | Add +10.0% | 6,418 | $914K |
| Fiduciary Advisors, Inc. | 0.69% | Reduce -1.4% | 6,417 | $914K |
| Calamos Wealth Management LLC | 0.03% | Add +60.4% | 6,412 | $913K |
| Calamos Advisors LLC | 0.00% | New | 6,412 | $913K |
| Outlook Wealth Advisors, LLC | 0.22% | Add +3.4% | 6,370 | $907K |
| Truefg, LLC | 0.24% | Add +0.9% | 6,363 | $906K |
| 5T Wealth, LLC | 0.36% | Add +2.1% | 6,328 | $901K |
| Retirement Investment Advisors, Inc. | 0.07% | No change | 6,036 | $897K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.14% | No change | 6,293 | $896K |
| Coordinated Financial Services, Inc. | 0.52% | Reduce -39.3% | 6,258 | $891K |
| Evanson Asset Management, LLC | 0.05% | No change | 6,256 | $891K |
| SHP Wealth Management | 0.07% | Add +75.3% | 6,249 | $890K |
| Balentine LLC | 0.04% | Reduce -44.9% | 6,243 | $889K |
| DGS Capital Management, LLC | 0.15% | Add +198.2% | 6,217 | $885K |
| Cambient Family Office, LLC | 0.12% | No change | 6,195 | $882K |
| Pacific Park Financial, Inc. | 0.57% | Reduce -6.1% | 6,154 | $877K |
| Charter Oak Capital Management, LLC | 0.07% | Reduce -1.3% | 6,149 | $876K |
| Watershed Private Wealth LLC | 0.27% | Reduce -1.3% | 6,099 | $869K |
| Dana Investment Advisors, Inc. | 0.03% | No change | 6,098 | $869K |
| Retiremitten Financial LLC | 0.42% | — | 6,091 | $868K |
| Zacks Investment Management | 0.01% | Reduce -0.0% | 6,086 | $867K |
| ATLas Financial Planning LLC | 0.77% | Reduce -2.1% | 6,050 | $862K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -28.3% | 6,027 | $858K |
| Adkins Seale Capital Management LLC | 0.84% | No change | 6,000 | $855K |
| Parsons Capital Management Inc. | 0.04% | Add +213.8% | 6,000 | $855K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 5,894 | $851K |
| Hancock Whitney Corp. | 0.01% | Reduce -3.9% | 5,645 | $849K |
| Wilkins Miller Wealth Management, LLC | 0.51% | Reduce -1.6% | 5,930 | $845K |
| SageView Advisory Group, LLC | 0.03% | Reduce -50.7% | 5,901 | $841K |
| Gemmer Asset Management LLC | 0.07% | Add +0.8% | 5,882 | $838K |
| Larson Financial Group LLC | 0.03% | Reduce -3.2% | 5,846 | $833K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.6% | 5,773 | $828K |
| WJ Wealth Management, LLC | 0.39% | Reduce -0.6% | 5,807 | $827K |
| EJMK Ventures LLC | 0.46% | Add +4.3% | 5,807 | $827K |
| Beckerman Institutional, LLC | 0.44% | No change | 5,798 | $826K |
| Bluestem Financial Advisors, LLC | 0.32% | New | 5,769 | $822K |
| Roundview Capital LLC | 0.05% | Add +42.1% | 5,762 | $821K |
| Regal Investment Advisors LLC | 0.05% | Reduce -2.0% | 5,754 | $820K |
| Arista Wealth Management, LLC | 0.10% | No change | 5,744 | $818K |
| Cypress Capital Group | 0.09% | No change | 5,729 | $816K |
| Cadence Wealth Management LLC | 0.34% | Add +3.8% | 5,722 | $815K |
| Sound Stewardship, LLC | 0.37% | Reduce -5.9% | 5,715 | $814K |
| VeraBank, N.A. | 0.15% | No change | 5,704 | $812K |
| BCS Wealth Management | 0.17% | Reduce -50.0% | 5,695 | $811K |
| True North Advisors, LLC | 0.09% | Add +0.2% | 5,685 | $810K |
| Client 1ST Advisory Group, LLC | 0.25% | No change | 5,680 | $809K |
| Biltmore Family Office, LLC | 0.11% | No change | 5,673 | $808K |
| McClarren Financial Advisors, Inc. | 0.48% | Add +848.2% | 5,642 | $804K |
| MSH Capital Advisors LLC | 0.17% | Add +31.9% | 5,641 | $803K |
| Geometric Wealth Advisors | 0.10% | Add +15.9% | 5,641 | $803K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +4.0% | 5,636 | $803K |
| Traphagen Investment Advisors LLC | 0.06% | Add +15.6% | 5,625 | $801K |
| Kavar Capital Partners Group, LLC | 0.10% | No change | 5,597 | $797K |
| Chapin Davis, Inc. | 0.18% | Add +1.0% | 5,595 | $797K |
| Thrive Wealth Management, LLC | 0.12% | Add +8.0% | 5,575 | $794K |
| Nabity-Jensen Investment Management Inc | 0.55% | Reduce -3.2% | 5,566 | $793K |
| Davis R M Inc. | 0.01% | Reduce -4.6% | 5,560 | $792K |
| CGN Advisors LLC | 0.06% | Add +2.7% | 5,550 | $790K |
| Quarry Hill Advisors, LLC | 0.32% | No change | 5,041 | $784K |
| Deutsche Bank AG | 0.00% | No change | 5,500 | $783K |
| Inman Jager Wealth Management, LLC | 0.46% | No change | 5,481 | $781K |
| Ofc Financial Planning, LLC | 0.77% | Add +6.5% | 5,479 | $780K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +124.1% | 5,474 | $780K |
| Wesbanco Bank Inc. | 0.02% | Add +9.5% | 5,463 | $778K |
| Optivise Advisory Services LLC | 0.47% | Reduce -1.9% | 5,451 | $776K |
| Harbor Investment Advisory, LLC | 0.06% | Reduce -13.2% | 5,428 | $773K |
| Tidal Investments LLC | 0.00% | Add +36.5% | 5,406 | $770K |
| Capital Advisors Inc. | 0.01% | Reduce -0.6% | 5,383 | $767K |
| Whittier Trust Co. | 0.01% | No change | 5,295 | $764K |
| Cooke Wealth Management, LLC | 0.68% | Reduce -13.6% | 5,358 | $763K |
| Successful Portfolios LLC | 0.42% | Add +0.7% | 5,351 | $761K |
| Birchcreek Wealth Management, LLC | 0.36% | Add +50.4% | 5,305 | $756K |
| Falcon Wealth Planning | 0.05% | Add +7.3% | 5,302 | $755K |
| Precision Wealth Strategies, LLC | 0.25% | No change | 5,297 | $754K |
| Adams Wealth Management | 0.16% | Reduce -19.3% | 5,248 | $747K |
| CacheTech Inc. | 0.14% | Reduce -19.3% | 5,248 | $747K |
| Penney Financial, LLC | 0.29% | Add +50.7% | 5,246 | $747K |
| Northeast Investment Management | 0.03% | No change | 5,217 | $743K |
| Florida Trust Wealth Management Co | 0.02% | Add +5.3% | 5,191 | $739K |
| Tompkins Financial Corp. | 0.06% | Reduce -0.4% | 5,160 | $735K |
| XML Financial, LLC | 0.06% | Add +5.6% | 5,118 | $729K |
| Rothschild Wealth LLC | 0.07% | Add +19.3% | 5,099 | $726K |
| Poinciana Advisors Group, LLC | 0.57% | Reduce -0.8% | 5,082 | $724K |
| Keb Asset Management, LLC | 0.14% | Reduce -3.3% | 5,079 | $723K |
| Plante Moran Financial Advisors, LLC | 0.05% | Reduce -24.1% | 5,058 | $720K |
| KPP Advisory Services LLC | 0.10% | Reduce -13.9% | 5,043 | $718K |
| Pettinga Financial Advisors LLC | 0.13% | Add +7.2% | 5,032 | $717K |
| Sharp Wealth Advisory, LLC | 0.35% | Reduce -14.8% | 5,025 | $716K |
| Raffa Wealth Management, LLC | 0.11% | Reduce -1.3% | 5,025 | $716K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -19.5% | 5,019 | $715K |
| Petros Family Wealth, LLC | 0.51% | Reduce -39.6% | 5,017 | $715K |
| 1834 Investment Advisors Co. | 0.09% | No change | 4,995 | $711K |
| Waldron Private Wealth LLC | 0.03% | Add +11.5% | 4,962 | $707K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -9.2% | 4,951 | $705K |
| Nemes Rush Group LLC | 0.07% | Reduce -60.4% | 4,932 | $703K |
| WealthBridge Capital Management, LLC | 0.16% | Reduce -0.3% | 4,907 | $699K |
| Madden Advisory Services, Inc. | 0.27% | Reduce -1.3% | 4,886 | $696K |
| Align Financial, LLC | 0.40% | Reduce -99.3% | 4,880 | $695K |
| River Street Advisors LLC | 0.23% | Add +13.6% | 4,864 | $693K |
| Cambridge Financial Group, LLC | 0.23% | Add +48.3% | 4,850 | $691K |
| Brookwood Investment Group LLC | 0.09% | Add +1.3% | 4,847 | $690K |
| TritonPoint Partners, LLC | 0.25% | Add +68.2% | 4,840 | $689K |
| Cadent Capital Advisors, LLC | 0.18% | No change | 4,839 | $689K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +3.4% | 4,836 | $689K |
| American National Bank & Trust | 0.07% | Add +14.6% | 4,812 | $685K |
| FSM Wealth Advisors, LLC | 0.09% | Add +0.0% | 4,802 | $684K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -4.6% | 4,744 | $676K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -0.7% | 4,733 | $674K |
| DAVENPORT & Co LLC | 0.00% | Add +86.9% | 4,722 | $673K |
| Tarbox Family Office, Inc. | 0.11% | No change | 4,713 | $671K |
| Exit Wealth Advisors, LLC. | 0.35% | Add +1.1% | 4,712 | $671K |
| ForthRight Wealth Management, LLC | 0.19% | Add +0.0% | 4,708 | $670K |
| First Manhattan Co. Llc. | 0.00% | Reduce -3.0% | 4,704 | $670K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +1.6% | 4,666 | $665K |
| Awm Capital, LLC | 0.06% | Add +0.2% | 4,650 | $662K |
| Hilltop Partners LLC | 0.17% | No change | 4,627 | $659K |
| Financial Alternatives, Inc | 0.35% | No change | 4,610 | $657K |
| CFO4Life Group, LLC | 0.10% | No change | 4,600 | $655K |
| APS Management Group, Inc. | 0.56% | No change | 4,578 | $652K |
| Aire Advisors, LLC | 0.12% | New | 4,564 | $650K |
| West Bancorporation Inc. | 0.32% | Reduce -1.0% | 4,513 | $643K |
| Financial Strategies Group, Inc. | 0.11% | Reduce -4.2% | 4,089 | $640K |
| Resurgent Financial Advisors LLC | 0.23% | Add +0.1% | 4,493 | $640K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -5.1% | 4,452 | $634K |
| Power Wealth Management LLC | 0.24% | Add +4.1% | 4,435 | $632K |
| German American Bancorp, Inc. | 0.05% | No change | 4,420 | $630K |
| Next Level Private LLC | 0.14% | Add +0.2% | 4,411 | $628K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 4,377 | $627K |
| Salem Investment Counselors Inc. | 0.02% | No change | 4,380 | $624K |
| Panoramic Investment Advisors, LLC | 0.34% | Add +0.3% | 4,373 | $623K |
| Wetzel Investment Advisors, Inc. | 0.25% | Reduce -3.9% | 4,366 | $622K |
| Zullo Investment Group, Inc. | 0.24% | Add +0.5% | 4,364 | $622K |
| TrustWell Financial Advisors, LLC | 0.58% | Add +0.1% | 4,363 | $621K |
| American Trust | 0.05% | Reduce -11.4% | 4,332 | $617K |
| Marble Wealth, LLC | 0.11% | Add +0.2% | 4,332 | $617K |
| C M Bidwell & Associates Ltd. | 0.29% | No change | 4,318 | $615K |
| IMA Advisory Services, Inc. | 0.06% | No change | 4,317 | $615K |
| GAMMA Investing LLC | 0.03% | Add +0.2% | 4,258 | $606K |
| Edgestream Partners, L.P. | 0.02% | Reduce -43.0% | 4,233 | $603K |
| Elevation Wealth Partners, LLC | 0.22% | Reduce -1.6% | 4,225 | $602K |
| Bantamac Capital, LLC | 0.44% | No change | 4,214 | $600K |
| Integras Partners LLC | 0.39% | Add +1.3% | 4,209 | $599K |
| ARS Wealth Advisors Group, LLC | 0.05% | No change | 4,180 | $595K |
| QRG Capital Management, Inc. | 0.01% | Reduce -31.6% | 4,180 | $595K |
| Eaton-Cambridge Inc. | 0.19% | Reduce -0.0% | 4,167 | $594K |
| VERITY Wealth Advisors | 0.40% | No change | 4,165 | $593K |
| TCI Wealth Advisors, Inc. | 0.03% | New | 4,159 | $592K |
| Sharkey, Howes & Javer | 0.08% | Reduce -10.9% | 4,148 | $591K |
| Asset Allocation & Management Company, LLC | 0.22% | No change | 4,143 | $590K |
| GEN Financial Management, INC. | 0.36% | No change | 4,137 | $589K |
| Rossmore Private Capital | 0.05% | No change | 4,125 | $588K |
| Fisher Asset Management | 0.00% | Add +46.6% | 4,124 | $588K |
| Root Financial Partners, LLC | 0.03% | Add +102.2% | 4,123 | $587K |
| IFC Advisors LLC | 0.08% | Reduce -15.5% | 4,122 | $587K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.10% | Add +4.7% | 4,110 | $585K |
| Sovran Advisors, LLC | 0.05% | Reduce -3.7% | 3,715 | $584K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,103 | $584K |
| Leading Edge Financial Planning LLC | 0.12% | New | 4,060 | $578K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -16.1% | 4,055 | $578K |
| Laurel Wealth Advisors LLC | 0.06% | No change | 3,580 | $577K |
| Fiduciary Financial Advisors | 0.51% | — | 4,046 | $576K |
| Gilliland Jeter Wealth Management LLC | 0.17% | New | 4,044 | $576K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 4,038 | $575K |
| Cornerstone Planning, LLC | 0.13% | Reduce -4.5% | 4,008 | $571K |
| Faithward Advisors, LLC | 0.08% | Add +1.3% | 4,004 | $570K |
| Cornerstone Financial Management LLC | 0.52% | No change | 4,000 | $570K |
| Strategic Financial Services, Inc. | 0.03% | New | 3,988 | $568K |
| Hibernia Wealth Partners, LLC | 0.17% | Reduce -2.7% | 3,976 | $566K |
| Pioneer Wealth Management Group | 0.16% | No change | 3,975 | $566K |
| Lifestyle Asset Management, Inc. | 0.18% | New | 3,933 | $560K |
| PW Nova Financial Services LLC | 0.15% | Reduce -19.4% | 3,933 | $560K |
| Eq LLC | 0.16% | Add +3.8% | 3,932 | $560K |
| William Howard & Co Financial Advisors Inc | 0.48% | Add +0.4% | 3,930 | $560K |
| CX Institutional | 0.02% | Reduce -12.6% | 3,919 | $558K |
| Carl P. Sherr & Co., LLC | 0.26% | No change | 3,911 | $557K |
| Harbor Group, Inc. | 0.08% | Add +3.8% | 3,909 | $557K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +8.2% | 3,908 | $557K |
| Kickstand Ventures, Llc. | 0.12% | Add +4.0% | 3,894 | $555K |
| Obsidian Cio, LLC | 0.50% | Add +36.6% | 3,878 | $552K |
| Frisch Financial Group, Inc. | 0.12% | Add +56.2% | 3,873 | $552K |
| Stone Summit Wealth LLC | 0.15% | No change | 3,870 | $551K |
| Kiley Juergens Wealth Management, LLC | 0.10% | New | 3,866 | $551K |
| Tradewinds Capital Management, LLC | 0.11% | No change | 3,847 | $548K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -2.9% | 3,845 | $548K |
| Milestone Asset Management Group, LLC | 0.32% | Reduce -2.7% | 3,844 | $548K |
| Norden Group LLC | 0.05% | Reduce -5.0% | 3,840 | $547K |
| Genesis Wealth Advisors, LLC | 0.36% | No change | 3,839 | $547K |
| Farnam Financial LLC | 0.45% | Add +27.9% | 3,823 | $545K |
| Arta Finance Wealth Management LLC | 0.27% | Add +38.0% | 3,819 | $544K |
| Bessemer Group Inc. | 0.00% | Reduce -86.5% | 3,806 | $542K |
| McNaughton Wealth Management, LLC | 0.22% | Add +5.3% | 3,801 | $541K |
| Two Sigma Investments, LP | 0.00% | No change | 3,800 | $541K |
| Lawood & Co. | 0.50% | Add +38.7% | 3,795 | $541K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -13.6% | 3,790 | $540K |
| Arlington Trust Co LLC | 0.05% | No change | 3,776 | $538K |
| Cordant, Inc. | 0.22% | Reduce -0.4% | 3,775 | $538K |
| Cullen Investment Group, LTD. | 0.07% | Reduce -1.1% | 3,773 | $537K |
| Solidarity Wealth, LLC | 0.10% | No change | 3,747 | $534K |
| Klingenstein Fields & Co. LP | 0.02% | Reduce -12.6% | 3,747 | $534K |
| Comprehensive Financial Planning, Inc. | 0.37% | Add +0.2% | 3,744 | $533K |
| Strategies Wealth Advisors, LLC | 0.05% | Reduce -3.2% | 3,744 | $533K |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.9% | 3,738 | $532K |
| Strait & Sound Wealth Management LLC | 0.20% | Reduce -14.5% | 3,727 | $531K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,712 | $529K |
| Liberty Wealth Management LLC | 0.07% | Add +115.7% | 3,701 | $527K |
| Culbertson A N & Co. Inc. | 0.07% | No change | 3,695 | $526K |
| NTV Asset Management LLC | 0.06% | No change | 3,694 | $526K |
| Trinity Financial Advisors LLC | 0.15% | Add +0.2% | 3,682 | $524K |
| Ayrshire Capital Management LLC | 0.27% | Add +12.8% | 3,681 | $524K |
| KKM Financial LLC | 0.09% | No change | 3,510 | $522K |
| North Ridge Wealth Advisors, Inc. | 0.29% | No change | 3,638 | $518K |
| Avid Wealth Partners LLC | 0.24% | New | 3,630 | $517K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -0.1% | 3,625 | $516K |
| JMG Financial Group, Ltd. | 0.01% | Add +51.9% | 3,608 | $514K |
| National Bank of Canada | 0.00% | Reduce -97.4% | 3,576 | $514K |
| Piedmont Capital Management, LLC | 0.34% | No change | 3,591 | $511K |
| LPWM LLC | 0.13% | Add +0.1% | 3,589 | $511K |
| Denver Wealth Management, Inc. | 0.18% | Reduce -6.3% | 3,586 | $511K |
| CoreCap Advisors, LLC | 0.02% | Add +0.3% | 3,579 | $510K |
| Colonial Trust Co / SC | 0.07% | Add +3.8% | 3,556 | $506K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -4.9% | 3,501 | $505K |
| Financial Freedom, LLC | 0.25% | No change | 3,523 | $502K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.4% | 3,513 | $500K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.3% | 3,502 | $499K |
| YANKCOM Partnership | 0.20% | No change | 3,500 | $499K |
| Latitude Advisors, LLC | 0.23% | Add +3.6% | 3,497 | $498K |
| Crewe Advisors LLC | 0.04% | Add +0.2% | 3,480 | $496K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 3,471 | $494K |
| Busey Bank | 0.01% | No change | 3,469 | $494K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +0.3% | 3,468 | $494K |
| Wealthcare Capital Partners, LLC | 0.23% | Add +28.8% | 3,435 | $489K |
| Wealth Alliance Advisory Group, LLC | 0.08% | No change | 3,425 | $488K |
| Mission Creek Capital Partners, Inc. | 0.10% | No change | 3,416 | $487K |
| W.H. Cornerstone Investments Inc. | 0.30% | Reduce -1.8% | 3,409 | $486K |
| Echo45 Advisors LLC | 0.27% | Reduce -0.6% | 3,409 | $486K |
| PGIM Custom Harvest LLC | 0.01% | Add +54.6% | 3,404 | $485K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -0.4% | 3,395 | $484K |
| MKD Wealth Coaches, LLC | 0.48% | No change | 3,394 | $483K |
| Salomon & Ludwin, LLC | 0.04% | No change | 3,351 | $481K |
| AF Advisors, Inc. | 0.27% | No change | 3,379 | $481K |
| Sunpointe, LLC | 0.16% | Add +0.2% | 3,359 | $478K |
| Integrity Advisory Solutions, LLC | 0.06% | Reduce -30.9% | 3,358 | $478K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -17.9% | 3,357 | $478K |
| Principle Wealth Partners LLC | 0.03% | Add +0.1% | 3,336 | $475K |
| Verus Capital Partners, LLC | 0.03% | Add +3.1% | 3,333 | $475K |
| TRB Wealth Management, LLC | 0.07% | — | 3,319 | $473K |
| Level Financial Advisors | 0.12% | Add +0.0% | 3,316 | $472K |
| Basso Capital Management, L.P. | 0.29% | No change | 3,312 | $472K |
| Guidance Capital, Inc. | 0.11% | New | 2,956 | $469K |
| National Wealth Management Group, LLC | 0.17% | Add +1.1% | 3,286 | $468K |
| Opes Wealth Management LLC | 0.08% | Reduce -16.3% | 3,281 | $467K |
| Vicus Capital | 0.03% | Reduce -26.9% | 3,277 | $467K |
| Inscription Capital, LLC | 0.05% | Add +6.3% | 3,249 | $463K |
| Rik Saylor Financial, Inc. | 0.35% | Add +0.1% | 3,233 | $461K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -0.3% | 3,231 | $460K |
| Norris Perne & French LLP | 0.02% | Reduce -1.7% | 3,224 | $459K |
| Hopwood Nicholas Hunter | 0.15% | Add +47.3% | 3,207 | $457K |
| Atria Investments, Inc | 0.01% | Add +10.6% | 3,197 | $455K |
| Diversified Trust Co. | 0.01% | No change | 3,193 | $455K |
| Townsend Financial Planning, LLC | 0.44% | Add +0.2% | 3,177 | $453K |
| Bauman Advisory Group, LLC | 0.32% | Reduce -1.8% | 3,176 | $452K |
| Forum Financial Management, LP | 0.01% | Add +7.0% | 3,156 | $449K |
| ONE Advisory Partners, LLC | 0.14% | Add +54.7% | 3,153 | $449K |
| Powerhouse Assets LLC | 0.38% | No change | 3,103 | $442K |
| Avion Wealth | 0.09% | No change | 3,107 | $442K |
| Headlands Technologies LLC | 0.05% | New | 3,102 | $442K |
| Childress Capital Advisors, LLC | 0.08% | No change | 3,100 | $442K |
| Victory Financial Group, LLC | 0.05% | Add +1.7% | 3,064 | $436K |
| Simplicity Wealth,LLC | 0.02% | Add +106.3% | 3,056 | $435K |
| Wellspring Financial Advisors, LLC | 0.03% | Add +0.2% | 3,051 | $435K |
| Pursue Wealth Partners LLC | 0.26% | No change | 3,045 | $434K |
| Warren Street Wealth Advisors, LLC | 0.11% | No change | 3,043 | $433K |
| Marietta Wealth Management, LLC | 0.05% | Reduce -15.8% | 3,026 | $431K |
| Evergreen Capital Management LLC | 0.01% | Add +1.3% | 3,018 | $430K |
| Radnor Capital Management, LLC | 0.06% | No change | 3,011 | $429K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -17.4% | 2,975 | $424K |
| Ewa, LLC | 0.10% | Add +16.0% | 2,968 | $423K |
| Haverford Trust Co | 0.00% | No change | 2,962 | $422K |
| Live Oak Private Wealth LLC | 0.06% | Add +0.2% | 2,955 | $421K |
| Silverlake Wealth Management LLC | 0.09% | Add +12.9% | 2,954 | $421K |
| Retirement Capital Strategies | 0.16% | No change | 2,954 | $421K |
| PUREfi Wealth, LLC | 0.28% | New | 2,951 | $420K |
| Sei Investments Co. | 0.00% | Add +3.5% | 2,949 | $420K |
| Cozad Asset Management Inc. | 0.03% | No change | 2,944 | $419K |
| Financial Symmetry Inc | 0.15% | No change | 2,666 | $419K |
| Integrated Wealth Management | 0.48% | Reduce -20.5% | 2,925 | $417K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | Reduce -13.9% | 2,913 | $415K |
| Dunhill Financial, LLC | 0.10% | Reduce -1.4% | 2,911 | $415K |
| Turn8 Private Wealth Inc. | 0.26% | Add +31.6% | 2,904 | $414K |
| Great Waters Wealth Management | 0.04% | Add +1.6% | 2,900 | $413K |
| Carbahal Olsen Financial Services Group, LLC | 0.33% | Add +1.7% | 2,892 | $412K |
| Trust Co. of Toledo NA | 0.04% | No change | 2,881 | $410K |
| McGuire Investment Group, LLC | 0.05% | Add +12.3% | 2,879 | $410K |
| W Advisors, LLC | 0.21% | Reduce -52.9% | 2,876 | $410K |
| Seldon Capital LP | 0.15% | No change | 2,876 | $410K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -28.2% | 2,875 | $409K |
| Carnegie Investment Counsel | 0.01% | No change | 2,851 | $406K |
| Miller Capital Partners, Inc. | 0.20% | Add +0.1% | 2,849 | $406K |
| OLIO Financial Planning | 0.11% | Reduce -12.1% | 2,847 | $405K |
| International Assets Investment Management, LLC | 0.03% | Add +4.8% | 2,824 | $405K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +1.7% | 2,809 | $400K |
| Alaethes Wealth, LLC | 0.12% | No change | 2,805 | $400K |
| Ascentis Independent Advisors | 0.03% | New | 2,774 | $395K |
| Triad Wealth Partners, LLC | 0.03% | New | 2,773 | $395K |
| Cadinha & Co. LLC | 0.07% | No change | 2,772 | $395K |
| Greenhouse Wealth Management, LLC | 0.24% | New | 2,770 | $395K |
| Capstone Wealth Management, LLC | 0.27% | Reduce -1.0% | 2,767 | $394K |
| Regions Financial Corp. | 0.00% | Reduce -3.3% | 2,761 | $393K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 2,758 | $393K |
| Greatmark Investment Partners, Inc. | 0.05% | Add +0.2% | 2,742 | $391K |
| Centurion Wealth Management LLC | 0.09% | Reduce -3.4% | 2,737 | $390K |
| DecisionMap Wealth Management, LLC | 0.25% | Add +12.0% | 2,736 | $390K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 2,727 | $388K |
| PCM Encore, LLC | 0.08% | Add +15.0% | 2,724 | $388K |
| Darden Wealth Group Inc | 0.20% | Reduce -1.8% | 2,722 | $388K |
| Planning Alternatives Ltd. | 0.05% | Reduce -5.2% | 2,700 | $385K |
| Sincerus Advisory, LLC | 0.29% | Add +0.0% | 2,699 | $384K |
| Fulton Breakefield Broenniman LLC | 0.03% | Add +0.0% | 2,694 | $384K |
| Old Mission Investment Co LLC | 0.09% | Add +8.5% | 2,693 | $384K |
| BAM Wealth Management, LLC | 0.29% | Reduce -39.8% | 2,683 | $382K |
| Cauble & Harre Wealth Management, Inc. | 0.30% | No change | 2,360 | $380K |
| Old Second National Bank of Aurora | 0.08% | Add +13.5% | 2,651 | $378K |
| Efficient Advisors, LLC | 0.03% | Reduce -5.2% | 2,650 | $377K |
| Aprio Wealth Management, LLC | 0.02% | New | 2,649 | $377K |
| Sterling Investment Advisors LLC | 0.18% | Add +2.0% | 2,646 | $377K |
| Compton Financial Group, LLC | 0.08% | No change | 2,645 | $377K |
| Schiavi & Co LLC | 0.11% | Add +58.6% | 2,642 | $376K |
| Oath Planning, LLC | 0.33% | Add +0.8% | 2,640 | $376K |
| Barnes Pettey Financial Advisors, LLC | 0.16% | No change | 2,639 | $376K |
| Five Oceans Advisors | 0.14% | No change | 2,623 | $374K |
| Collective Family Office LLC | 0.08% | New | 2,623 | $374K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | Add +2.3% | 2,609 | $372K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -13.0% | 2,605 | $371K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -44.4% | 2,605 | $371K |
| Integris Wealth Management, LLC | 0.09% | No change | 2,604 | $371K |
| InTrack Investment Management Inc | 0.21% | No change | 2,600 | $370K |
| Shira Ridge Wealth Management | 0.15% | Reduce -1.3% | 2,598 | $370K |
| Davidson Trust Co. | 0.16% | New | 2,593 | $369K |
| Shepherd Financial Partners LLC | 0.04% | Add +5.7% | 2,590 | $369K |
| Northstar Group, Inc. | 0.05% | Add +2.7% | 2,588 | $369K |
| Team Hewins, LLC | 0.11% | Reduce -17.5% | 2,583 | $368K |
| Accredited Investor Services, LLC | 0.24% | Add +79.9% | 2,571 | $366K |
| Aureus Asset Management, LLC | 0.02% | No change | 2,562 | $365K |
| Old National Bancorp | 0.01% | Reduce -44.3% | 2,557 | $364K |
| Capital Asset Managemnet, LLC | 0.41% | Add +0.2% | 2,540 | $362K |
| Entrust Financial LLC | 0.25% | Reduce -7.3% | 2,538 | $361K |
| MJP Associates Inc. | 0.04% | Add +13.1% | 2,537 | $361K |
| Selective Wealth Management, Inc. | 0.11% | Add +7.9% | 2,316 | $360K |
| Lanark Financial, Inc. | 0.03% | Add +8.6% | 2,529 | $360K |
| Penn Davis McFarland Inc. | 0.03% | No change | 2,500 | $356K |
| Ascent Wealth Partners, LLC | 0.04% | No change | 2,493 | $355K |
| Carter Financial Group, INC. | 0.22% | Add +0.2% | 2,483 | $354K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +2.0% | 2,482 | $353K |
| Element Pointe Advisors, LLC | 0.07% | No change | 2,475 | $353K |
| Atticus Wealth Management, LLC | 0.10% | Add +0.1% | 2,475 | $352K |
| Eagle Rock Investment Company, LLC | 0.05% | No change | 2,474 | $352K |
| Cedarwood Wealth LLC | 0.36% | Reduce -1.2% | 2,471 | $352K |
| PFW Advisors LLC | 0.11% | No change | 2,465 | $351K |
| CWA Asset Management Group, LLC | 0.01% | Add +0.5% | 2,463 | $351K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 2,462 | $351K |
| 49 Wealth Management, LLC | 0.03% | Reduce -14.4% | 2,459 | $350K |
| First Fiduciary Investment Counsel, Inc. | 0.07% | Add +1.1% | 2,447 | $349K |
| HT Partners LLC | 0.11% | Reduce -0.3% | 2,450 | $349K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.2% | 2,422 | $348K |
| Hardin Capital Partners, LLC | 0.16% | Reduce -0.2% | 2,431 | $346K |
| Gutierrez Wealth Advisory, LLC | 0.21% | Add +0.3% | 2,424 | $345K |
| Encompass Wealth Advisors, LLC | 0.12% | Reduce -5.4% | 2,416 | $344K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | No change | 2,412 | $344K |
| A4 Wealth Advisors LLC | 0.29% | New | 2,409 | $343K |
| ARS Investment Partners, LLC | 0.02% | No change | 2,409 | $343K |
| Prudent Investors Network, Inc. | 0.07% | Reduce -0.6% | 2,407 | $343K |
| Ruggaard & Associates LLC | 0.14% | Reduce -29.6% | 2,400 | $342K |
| Smithbridge Asset Management Inc. | 0.05% | Reduce -50.0% | 2,400 | $342K |
| Nadler Financial Group, Inc. | 0.03% | New | 2,372 | $338K |
| Principia Wealth Advisory, LLC | 0.19% | Reduce -2.9% | 2,371 | $338K |
| CRA Financial Services, LLC | 0.04% | Reduce -0.4% | 2,367 | $337K |
| Garde Capital, Inc. | 0.02% | No change | 2,365 | $337K |
| Sensible Money, LLC | 0.10% | Add +0.8% | 2,361 | $336K |
| Kintra Wealth, LLC | 0.02% | New | 2,358 | $336K |
| Wealthgarden F.S. LLC | 0.23% | Add +27.3% | 2,354 | $335K |
| Appleton Partners Inc. | 0.02% | Reduce -9.8% | 2,354 | $335K |
| Richards, Merrill & Peterson, Inc. | 0.12% | No change | 2,350 | $335K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -0.1% | 2,345 | $334K |
| Mitchell Sinkler & Starr | 0.15% | No change | 2,345 | $334K |
| Barrett & Company, Inc. | 0.11% | Reduce -6.2% | 2,341 | $333K |
| Occidental Asset Management, LLC | 0.04% | Add +8.7% | 2,321 | $331K |
| Continuum Advisory, LLC | 0.03% | Reduce -3.7% | 2,318 | $330K |
| Tidemark, LLC | 0.08% | No change | 2,300 | $328K |
| Cranbrook Wealth Management, LLC | 0.07% | Add +3.1% | 2,298 | $327K |
| CV Advisors LLC | 0.09% | Add +0.2% | 2,290 | $326K |
| Everstar Asset Management, LLC | 0.17% | Add +3.0% | 2,288 | $326K |
| Crew Capital Management, Ltd | 0.22% | No change | 2,278 | $324K |
| Mengis Capital Management, Inc. | 0.06% | Reduce -22.1% | 2,278 | $324K |
| Tortuga Wealth Management, Inc | 0.30% | Add +33.7% | 2,269 | $323K |
| Donalies Financial Planning, LLC | 0.27% | New | 2,262 | $322K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 2,258 | $322K |
| WealthSpring Partners, LLC | 0.29% | Add +0.1% | 2,256 | $321K |
| SwitchPoint Financial Planning, LLC | 0.22% | No change | 2,250 | $320K |
| Founders Financial Alliance, LLC | 0.06% | Add +28.9% | 2,250 | $320K |
| Heartland Bank & Trust Co | 0.07% | New | 2,247 | $320K |
| Proffitt & Goodson Inc. | 0.05% | No change | 2,238 | $319K |
| Personal Cfo Solutions, LLC | 0.04% | New | 2,236 | $319K |
| Axis Wealth Partners, LLC | 0.17% | Add +0.0% | 2,234 | $318K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 2,234 | $318K |
| Curtis Wealth Management LLC | 0.30% | Add +4.2% | 2,233 | $318K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Add +54.6% | 2,229 | $317K |
| Burke & Herbert Bank & Trust Co. | 0.09% | No change | 2,220 | $316K |
| Altfest L J & Co. Inc. | 0.03% | Add +0.2% | 2,219 | $316K |
| Headinvest, LLC | 0.06% | Add +0.6% | 2,210 | $315K |
| G&S Capital LLC | 0.11% | No change | 2,207 | $314K |
| Grove Street Fiduciary, LLC | 0.14% | No change | 2,206 | $314K |
| TrustBank | 0.12% | No change | 2,202 | $314K |
| Francis Financial, Inc. | 0.06% | No change | 2,199 | $313K |
| Daybright Advisory Services, Inc. | 0.09% | Reduce -5.1% | 2,197 | $313K |
| Financial Management Network Inc. | 0.05% | Add +0.3% | 2,081 | $310K |
| RKL Wealth Management LLC | 0.03% | Add +0.1% | 2,171 | $309K |
| Ruggiero Investments, Inc. | 0.30% | Reduce -7.7% | 2,166 | $309K |
| Riverview Trust Co | 0.38% | No change | 2,154 | $307K |
| Texas Yale Capital Corp. | 0.01% | Reduce -0.7% | 2,141 | $305K |
| Rialto Wealth Management, LLC | 0.07% | Add +4.0% | 2,140 | $305K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 2,138 | $304K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | New | 2,134 | $304K |
| Horizon Wealth Management, LLC | 0.04% | Reduce -15.5% | 2,120 | $302K |
| Garrison Point Advisors, LLC | 0.14% | No change | 2,107 | $300K |
| Founders Financial Securities LLC | 0.02% | New | 2,015 | $300K |
| North Star Investment Management Corp. | 0.02% | Add +110.2% | 2,098 | $299K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +7.7% | 2,086 | $297K |
| Davis Wealth Advisors, LLC | 0.25% | Reduce -5.4% | 2,085 | $297K |
| Jacksonville Wealth Management, LLC | 0.20% | No change | 2,083 | $297K |
| Kanawha Capital Management LLC | 0.02% | No change | 2,081 | $296K |
| SkyOak Wealth, LLC | 0.05% | No change | 2,079 | $296K |
| RCS Financial Planning, LLC | 0.15% | Reduce -24.2% | 2,064 | $294K |
| Linscomb Wealth, Inc. | 0.01% | Add +4.3% | 2,050 | $292K |
| Signet Financial Management, LLC | 0.03% | No change | 2,049 | $292K |
| Passive Capital Management, LLC. | 0.09% | No change | 2,048 | $292K |
| Basecamp Wealth Advisors LLC | 0.06% | New | 2,048 | $292K |
| HUB Investment Partners, LLC | 0.01% | Reduce -11.0% | 2,047 | $292K |
| Confluence Wealth Services, Inc. | 0.01% | Add +0.8% | 2,040 | $291K |
| Myecfo, LLC | 0.12% | New | 2,030 | $289K |
| Greenwood Capital Associates LLC | 0.03% | No change | 2,029 | $289K |
| Xcelsior Advisor Partners LLC | 0.11% | No change | 2,028 | $289K |
| Creative Financial Designs Inc. | 0.02% | Add +0.8% | 2,020 | $288K |
| Tandem Capital Management Corp. | 0.14% | No change | 2,012 | $287K |
| First Commonwealth Financial Corp | 0.05% | Reduce -21.8% | 2,012 | $287K |
| Mattern Capital Management, LLC | 0.03% | No change | 2,010 | $286K |
| Arcadia Wealth Management, Inc. | 0.15% | Reduce -1.6% | 2,008 | $286K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -2.4% | 2,005 | $286K |
| Gradient Investments LLC | 0.00% | Reduce -5.1% | 2,003 | $285K |
| Villere St Denis J & Co. LLC | 0.03% | Reduce -20.0% | 2,000 | $285K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 1,989 | $283K |
| WealthTrust Axiom LLC | 0.07% | Add +2.5% | 1,985 | $283K |
| Allen Capital Group, LLC | 0.03% | Add +5.7% | 1,977 | $282K |
| Smith Salley Wealth Management | 0.01% | No change | 1,966 | $280K |
| Strategic Financial Planning, Inc. | 0.16% | New | 975 | $280K |
| Crumly & Associates Inc. | 0.06% | No change | 1,965 | $280K |
| Southern Capital Advisors, LLC | 0.13% | Add +0.8% | 1,961 | $279K |
| Next Level Wealth Planning, LLC | 0.14% | Add +43.6% | 1,954 | $278K |
| Argyle Capital Partners, LLC | 0.20% | Reduce -3.1% | 1,950 | $278K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -0.4% | 1,946 | $277K |
| FC Advisory LLC | 0.08% | Reduce -5.8% | 1,918 | $273K |
| Key Financial Inc | 0.05% | No change | 1,913 | $272K |
| Westchester Capital Management, Inc. | 0.05% | No change | 1,912 | $272K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 1,910 | $272K |
| Lantz Financial LLC | 0.06% | Add +3.2% | 1,908 | $272K |
| Carmel Capital Partners, LLC | 0.10% | New | 1,908 | $272K |
| Colton Groome Financial Advisors, LLC | 0.08% | Reduce -0.4% | 1,905 | $271K |
| Paragon Financial Partners, Inc. | 0.15% | No change | 1,783 | $271K |
| Miller Financial Services LLC | 0.30% | Add +6.5% | 1,903 | $271K |
| Goelzer Investment Management, Inc. | 0.01% | No change | 1,898 | $270K |
| Eagle Strategies LLC | 0.03% | Add +0.8% | 1,897 | $270K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | No change | 1,901 | $270K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -5.0% | 1,882 | $268K |
| Beacon Capital Management, LLC | 0.05% | Add +0.2% | 1,874 | $267K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -0.5% | 1,871 | $266K |
| Raab & Moskowitz Asset Management LLC | 0.06% | Reduce -5.7% | 1,866 | $266K |
| MidFirst Bank | 0.02% | Add +157.7% | 1,863 | $265K |
| Goldenstone Wealth Management LLC | 0.19% | Add +0.2% | 1,861 | $265K |
| Seeds Investor LLC | 0.04% | New | 1,740 | $265K |
| Scratch Capital LLC | 0.15% | Reduce -1.2% | 1,856 | $264K |
| WJ Financial Advisors LLC | 0.21% | New | 1,847 | $263K |
| Tradewinds, LLC. | 0.08% | No change | 1,665 | $263K |
| Leavell Investment Management, Inc. | 0.01% | No change | 1,842 | $262K |
| Integrated Advisors Network LLC | 0.01% | Reduce -81.8% | 1,841 | $262K |
| WFA of San Diego, LLC | 0.21% | Reduce -1.3% | 1,840 | $262K |
| Vigil Wealth Management, LLC | 0.21% | Reduce -5.1% | 1,838 | $262K |
| Colonial Trust Advisors | 0.02% | No change | 1,825 | $260K |
| Defined Wealth Management, LLC | 0.15% | No change | 1,817 | $259K |
| Ignite Planners, LLC | 0.04% | Reduce -2.5% | 1,813 | $258K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +385.7% | 1,729 | $257K |
| Mayfair Advisory Group, LLC | 0.09% | No change | 1,800 | $256K |
| Rathbones Group PLC | 0.00% | No change | 1,800 | $256K |
| Planning Directions Inc. | 0.13% | Reduce -5.4% | 1,796 | $256K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -91.1% | 1,647 | $254K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.1% | 1,778 | $253K |
| McDonough Capital Management, Inc | 0.14% | No change | 1,775 | $253K |
| Centennial Bank | 0.09% | No change | 1,773 | $253K |
| EFG International AG | 0.01% | New | 1,765 | $251K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 1,761 | $251K |
| Sowell Financial Services LLC | 0.01% | Reduce -14.6% | 1,757 | $250K |
| Pinnacle Financial Group, LLC / IL | 0.07% | Add +0.1% | 1,755 | $250K |
| Opal Wealth Advisors, LLC | 0.06% | New | 1,754 | $250K |
| Allred Capital Management, LLC | 0.09% | No change | 1,753 | $250K |
| Wealth Quarterback LLC | 0.10% | New | 1,752 | $250K |
| Wealth Management Partners, LLC | 0.07% | No change | 1,752 | $250K |
| Bailard, Inc. | 0.01% | No change | 1,750 | $249K |
| Clear Wave Wealth Management LLC | 0.06% | — | 1,741 | $248K |
| Nova R Wealth, Inc. | 0.08% | Reduce -0.5% | 1,741 | $248K |
| Sound Income Strategies, LLC | 0.01% | Add +2.9% | 1,726 | $248K |
| Wrenne Financial Planning LLC | 0.10% | Reduce -2.6% | 1,738 | $248K |
| McAdam, LLC | 0.01% | New | 1,735 | $247K |
| Nvwm, LLC | 0.06% | No change | 1,735 | $247K |
| Wealth Dimensions Group, Ltd. | 0.05% | Reduce -0.7% | 1,732 | $247K |
| WealthCare Investment Partners, LLC | 0.07% | Add +21.4% | 1,709 | $246K |
| Accel Wealth Management | 0.06% | No change | 1,725 | $246K |
| Glassman Wealth Services | 0.03% | No change | 1,725 | $246K |
| LRI Investments, LLC | 0.02% | Reduce -18.4% | 1,717 | $245K |
| tru Independence LLC | 0.12% | Add +0.1% | 1,717 | $245K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -25.4% | 1,714 | $244K |
| OneAscent Financial Services LLC | 0.01% | New | 1,712 | $244K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 1,711 | $244K |
| Heritage Investment Group, Inc. | 0.04% | No change | 1,700 | $242K |
| Firethorn Wealth Partners, LLC | 0.09% | Add +6.1% | 1,696 | $242K |
| Northern Capital Management, Inc. | 0.12% | No change | 1,696 | $242K |
| Holos Integrated Wealth LLC | 0.12% | New | 1,671 | $241K |
| BostonPremier Wealth LLC | 0.12% | Add +0.2% | 1,692 | $241K |
| Center for Financial Planning, Inc. | 0.03% | No change | 1,690 | $241K |
| Trust Point Inc. | 0.02% | Reduce -17.9% | 1,680 | $239K |
| Seven Springs Wealth Group, LLC | 0.06% | Add +0.6% | 1,675 | $239K |
| ETF Store, Inc. | 0.23% | Add +0.2% | 1,673 | $238K |
| Retirement Solution LLC | 0.06% | Add +0.2% | 1,672 | $238K |
| 4J Wealth Management LLC | 0.13% | Reduce -12.8% | 1,664 | $237K |
| Invst, LLC | 0.03% | Reduce -84.5% | 1,650 | $235K |
| Sittner & Nelson, LLC | 0.09% | No change | 1,645 | $234K |
| Eaton Financial Holdings Company, LLC | 0.08% | New | 1,630 | $232K |
| Clarity Capital Advisors, LLC | 0.11% | No change | 1,630 | $232K |
| Destination Wealth Management | 0.01% | Add +5.0% | 1,628 | $232K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,625 | $231K |
| Pinnacle Bancorp, Inc. | 0.07% | Add +18.5% | 1,624 | $231K |
| Yarger Wealth Strategies, LLC | 0.09% | No change | 1,619 | $231K |
| Operose Advisors LLC | 0.05% | Add +0.2% | 1,617 | $230K |
| Legacy Edge Advisors, LLC | 0.02% | No change | 1,616 | $230K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +8.9% | 1,613 | $230K |
| TSG Advice Partners, LLC | 0.03% | Add +0.2% | 1,612 | $230K |
| Bell Bank | 0.01% | New | 1,612 | $230K |
| Arthur M. Cohen & Associates, LLC | 0.04% | No change | 1,600 | $230K |
| Diversified Management Inc. | 0.04% | No change | 1,600 | $228K |
| Prevail Innovative Wealth Advisors, LLC | 0.04% | No change | 1,600 | $228K |
| Johnson Financial Group, LLC | 0.02% | No change | 1,600 | $228K |
| Trademark Financial Management, LLC | 0.11% | Reduce -18.3% | 1,595 | $227K |
| Fortune Financial Group, Inc. | 0.20% | No change | 1,587 | $226K |
| Anchor Investment Management, LLC | 0.02% | Add +42.7% | 1,587 | $226K |
| Alpha Financial Advisors, LLC | 0.07% | No change | 1,577 | $225K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -56.4% | 1,575 | $224K |
| Range Financial Group LLC | 0.07% | Reduce -14.3% | 1,564 | $223K |
| Equita Financial Network, Inc. | 0.07% | New | 1,563 | $223K |
| GatePass Capital, LLC | 0.11% | Add +0.3% | 1,561 | $222K |
| Acorn Financial Advisory Services Inc. | 0.03% | New | 1,561 | $222K |
| COFG Advisors, LLC | 0.06% | Add +0.3% | 1,561 | $222K |
| Signal Advisors Wealth, LLC | 0.02% | New | 1,559 | $222K |
| Global Financial Private Client, LLC | 0.07% | No change | 1,549 | $221K |
| Rwa Wealth Partners, LLC | 0.00% | New | 1,539 | $219K |
| Braeburn Wealth Management LLC | 0.13% | Reduce -1.4% | 1,538 | $219K |
| Clarity Wealth Advisors, LLC | 0.04% | Reduce -5.1% | 1,534 | $218K |
| Old North State Trust, LLC | 0.13% | New | 1,534 | $218K |
| Sterling Investment Counsel, LLC | 0.06% | Reduce -13.2% | 1,530 | $218K |
| Measured Wealth Private Client Group, LLC | 0.06% | No change | 1,529 | $218K |
| Napier Financial, LLC | 0.05% | New | 1,525 | $217K |
| Waterfront Wealth Inc. | 0.04% | No change | 1,517 | $216K |
| Trilogy Capital Inc. | 0.01% | Reduce -7.5% | 1,513 | $215K |
| Juncture Wealth Strategies, LLC | 0.07% | No change | 1,512 | $215K |
| Horizon Investment Services, LLC | 0.07% | No change | 1,503 | $214K |
| Disciplined Investments, LLC | 0.08% | Reduce -3.2% | 1,501 | $214K |
| WMS Group LLC | 0.31% | Reduce -4.5% | 1,500 | $214K |
| LCNB Corp. | 0.07% | No change | 1,500 | $214K |
| Laraway Financial Advisors Inc | 0.15% | New | 1,496 | $213K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -13.5% | 1,494 | $213K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.2% | 1,493 | $213K |
| Lincoln Capital LLC | 0.04% | Reduce -1.6% | 1,490 | $212K |
| J.E. Simmons & Co., P.C. | 0.14% | Reduce -1.1% | 1,488 | $212K |
| Fidelity D & D Bancorp Inc. | 0.08% | Add +2.6% | 1,482 | $211K |
| Griffith & Werner, Inc. | 0.10% | Reduce -0.4% | 1,480 | $211K |
| NerdWallet Wealth Partners, LLC | 0.09% | Reduce -1.6% | 1,477 | $210K |
| Keebeck Wealth Management | 0.02% | No change | 1,477 | $210K |
| Wealth Care LLC | 0.19% | — | 1,476 | $210K |
| Fagan Associates, Inc. | 0.03% | No change | 1,462 | $208K |
| Tudor Financial Inc. | 0.11% | Add +1.4% | 1,459 | $208K |
| KWB Wealth | 0.02% | No change | 1,395 | $207K |
| Welch & Forbes LLC | 0.00% | No change | 1,456 | $207K |
| Clear Trail Advisors, LLC | 0.03% | No change | 1,453 | $207K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -1.2% | 1,449 | $206K |
| Pacific Excel Wealth Advisors, Inc. | 0.22% | New | 1,438 | $205K |
| Frederick Financial Consultants, LLC | 0.10% | Reduce -7.0% | 1,438 | $205K |
| Kilter Group LLC | 0.09% | No change | 1,432 | $204K |
| Torrey-Payne Wealth Management, LLC | 0.19% | No change | 1,431 | $204K |
| Sterling Wealth Management, Inc. | 0.06% | Reduce -0.3% | 1,424 | $203K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -1.3% | 1,423 | $203K |
| West Branch Capital LLC | 0.05% | Reduce -20.6% | 1,422 | $203K |
| Magnus Financial Group LLC | 0.02% | Reduce -32.5% | 1,417 | $202K |
| Butensky & Cohen Financial Security, Inc. | 0.05% | No change | 1,408 | $201K |
| Community Financial Services Group, LLC | 0.03% | New | 1,376 | $197K |
| Quest 10 Wealth Builders, Inc. | 0.17% | Reduce -1.5% | 1,356 | $193K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,346 | $192K |
| Independence Bank of Kentucky | 0.02% | No change | 1,331 | $190K |
| Adirondack Trust Co. | 0.06% | No change | 1,312 | $187K |
| Burk Holdings LLC | 0.08% | New | 1,282 | $183K |
| SYM FINANCIAL Corp | 0.02% | No change | 1,256 | $179K |
| Silver Grove Financial Group, Inc. | 0.14% | New | 1,252 | $178K |
| United Community Bank | 0.06% | Reduce -10.9% | 1,214 | $173K |
| Millstone Evans Group, LLC | 0.10% | No change | 1,194 | $170K |
| West Financial Advisors, LLC | 0.03% | No change | 1,175 | $167K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 1,144 | $163K |
| Core Alternative Capital | 0.05% | No change | 1,120 | $160K |
| Corsicana & Co. | 0.10% | Add +8.9% | 1,262 | $154K |
| Financial Perspectives, Inc | 0.04% | Add +0.1% | 1,060 | $151K |
| Chesapeake Asset Management LLC | 0.12% | No change | 1,054 | $150K |
| Mill Capital Management, LLC | 0.01% | No change | 1,034 | $147K |
| Perkins Coie Trust Co | 0.03% | No change | 1,020 | $145K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,004 | $143K |
| 3Chopt Investment Partners, LLC | 0.03% | No change | 1,000 | $142K |
| Triumph Capital Management | 0.03% | Reduce -36.1% | 1,000 | $142K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,000 | $142K |
| Pacific Center for Financial Services | 0.04% | No change | 985 | $140K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 982 | $140K |
| Register Financial Advisors LLC | 0.05% | Add +0.2% | 976 | $139K |
| SouthState Bank Corp | 0.01% | No change | 938 | $134K |
| TopTier Wealth Management, LLC | 0.08% | New | 938 | $134K |
| Investment Counsel Co. of Nevada | 0.30% | No change | 928 | $132K |
| Westend Capital Management, LLC | 0.04% | No change | 913 | $130K |
| Financial Gravity Asset Management, Inc. | 0.02% | New | 900 | $128K |
| Angeles Wealth Management, LLC | 0.01% | Add +25.5% | 900 | $128K |
| St Germain D J Co. Inc. | 0.00% | No change | 858 | $122K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | Reduce -50.3% | 842 | $120K |
| Frazier Financial Advisors, LLC | 0.07% | Add +0.1% | 834 | $119K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -0.5% | 819 | $117K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.08% | No change | 777 | $111K |
| McGuire Capital Advisors Inc. | 0.07% | No change | 763 | $109K |
| Glenmede Trust Co. NA | 0.00% | Reduce -3.3% | 736 | $105K |
| Rossby Financial, LCC | 0.02% | Reduce -0.3% | 723 | $104K |
| Your Advocates Ltd., LLP | 0.03% | Reduce -16.7% | 727 | $104K |
| Synergy Investment Management, LLC | 0.03% | New | 724 | $103K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 720 | $103K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 717 | $102K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 707 | $101K |
| Citigroup Inc. | 0.00% | Reduce -36.3% | 697 | $99K |
| Meramec Financial Planners, LLC | 0.04% | No change | 638 | $99K |
| First PREMIER Bank | 0.02% | Reduce -6.8% | 686 | $98K |
| Rothschild Investment LLC | 0.01% | Reduce -68.8% | 687 | $98K |
| Chapman Financial Group, LLC | 0.07% | No change | 683 | $97K |
| Reyes Financial Architecture, Inc. | 0.08% | Add +36.0% | 673 | $96K |
| Signature Equity Partners, LLC | 0.05% | Reduce -5.3% | 637 | $91K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 627 | $89K |
| Eastern Bank | 0.00% | No change | 612 | $87K |
| CNB Bank | 0.04% | No change | 600 | $85K |
| Rice Partnership, LLC | 0.01% | No change | 587 | $84K |
| Orion Capital Management LLC | 0.03% | Add +22.5% | 578 | $82K |
| Hurley Capital, LLC | 0.04% | No change | 578 | $82K |
| Financial Network Wealth Advisors LLC | 0.08% | Add +1.1% | 571 | $81K |
| Prosperity Bancshares Inc | 0.06% | No change | 565 | $80K |
| Pacifica Partners Inc. | 0.03% | No change | 551 | $78K |
| NFSG Corp | 0.01% | Add +1.9% | 537 | $77K |
| Aventus Investment Advisors, Inc. | 0.06% | No change | 532 | $76K |
| Crews Bank & Trust | 0.01% | No change | 530 | $75K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 510 | $73K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 500 | $71K |
| LFA - Lugano Financial Advisors SA | 0.04% | No change | 497 | $71K |
| Bay Harbor Wealth Management, LLC | 0.02% | Reduce -17.0% | 488 | $70K |
| Equitable Holdings, Inc. | 0.00% | Reduce -12.0% | 195,916 | $69K |
| Ameriflex Group, Inc. | 0.03% | Add +18.4% | 482 | $69K |
| Redwood Park Advisors LLC | 0.05% | Add +6.9% | 481 | $69K |
| Longview Financial Advisors LLC | 0.04% | No change | 480 | $68K |
| Quent Capital, LLC | 0.00% | Reduce -11.3% | 479 | $68K |
| SIMA Wealth Partners, LLC | 0.05% | No change | 473 | $67K |
| SJS Investment Consulting Inc. | 0.01% | New | 468 | $67K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -22.6% | 466 | $66K |
| United Financial Planning Group LLC | 0.04% | New | 464 | $66K |
| Addison Advisors LLC | 0.01% | No change | 463 | $66K |
| Copia Wealth Management | 0.04% | No change | 450 | $64K |
| Fairman Group, LLC | 0.05% | Add +0.2% | 449 | $64K |
| Basepoint Wealth LLC | 0.04% | Reduce -12.7% | 448 | $64K |
| McIlrath & Eck, LLC | 0.00% | Reduce -2.6% | 444 | $63K |
| Breakwater Investment Management | 0.02% | No change | 442 | $63K |
| GoalVest Advisory LLC | 0.01% | No change | 430 | $61K |
| 1922 Investment Co LLC | 2.06% | Reduce -37.7% | 423 | $60K |
| Main Street Group, LTD | 0.02% | New | 417 | $59K |
| Winch Advisory Services, LLC | 0.01% | Add +0.2% | 415 | $59K |
| Key Capital Management, INC | 0.04% | Reduce -3.5% | 412 | $59K |
| Daytona Street Capital LLC | 0.04% | New | 400 | $58K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.09% | No change | 403 | $57K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 404 | $56K |
| Financial Connections Group, Inc. | 0.02% | No change | 392 | $55K |
| Curio Wealth, LLC | 0.02% | No change | 366 | $52K |
| Valley National Advisers Inc. | 0.01% | No change | 370 | $52K |
| Activest Wealth Management | 0.01% | Add +886.1% | 355 | $51K |
| IAG Wealth Partners, LLC | 0.01% | No change | 345 | $49K |
| Paladin Advisory Group, LLC | 0.04% | Add +25.9% | 345 | $49K |
| Capital Investment Counsel, Inc | 0.01% | No change | 342 | $49K |
| Timmons Wealth Management, LLC | 0.04% | No change | 320 | $46K |
| Integrity Financial Corp | 0.02% | Add +0.3% | 310 | $44K |
| JPL Wealth Management, LLC | 0.01% | New | 304 | $43K |
| First Pacific Financial | 0.01% | New | 301 | $43K |
| Vanguard National Trust Co | 0.00% | — | 301 | $43K |
| Nova Wealth Management, Inc. | 0.03% | No change | 300 | $43K |
| Richardson Financial Services Inc. | 0.03% | Add +0.3% | 300 | $43K |
| Bravera Wealth | 0.02% | No change | 296 | $42K |
| Pflug Koory, LLC | 0.02% | Add +0.3% | 296 | $42K |
| Wilkerson Advisory Group LLC | 0.01% | Reduce -0.3% | 291 | $41K |
| High Note Wealth, LLC | 0.01% | No change | 283 | $40K |
| Glassy Mountain Advisors, Inc. | 0.01% | No change | 281 | $40K |
| Magnolia Wealth Management, LLC | 0.02% | New | 270 | $38K |
| Kimelman & Baird, LLC | 0.00% | No change | 269 | $38K |
| Merkkuri Wealth Advisors LLC | 0.03% | New | 265 | $38K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -14.9% | 256 | $36K |
| Robbins Farley | 0.02% | Reduce -27.2% | 254 | $36K |
| Providence Capital Advisors, LLC | 0.01% | New | 249 | $35K |
| Cornerstone Planning Group LLC | 0.00% | Add +21.2% | 223 | $35K |
| Trust Co | 0.00% | No change | 231 | $33K |
| Blueline Advisors LLC | 0.03% | No change | 228 | $32K |
| Noble Wealth Management PBC | 0.02% | No change | 227 | $32K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 227 | $32K |
| Front Row Advisors LLC | 0.01% | Add +0.5% | 225 | $32K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 210 | $30K |
| Financial Life Planners | 0.02% | New | 205 | $29K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 200 | $28K |
| Webster Bank, N. A. | 0.00% | No change | 199 | $28K |
| Park Place Capital Corp | 0.01% | New | 193 | $27K |
| PFS Partners, LLC | 0.01% | No change | 192 | $27K |
| MCF Advisors LLC | 0.00% | Add +9.7% | 192 | $27K |
| Wellington Grp LLC | 0.01% | Reduce -46.5% | 190 | $27K |
| Godsey & Gibb, Inc. | 0.00% | No change | 190 | $27K |
| Networth Advisors, LLC | 0.02% | Reduce -23.7% | 187 | $27K |
| Lloyd Advisory Services, LLC. | 0.01% | Reduce -65.9% | 187 | $27K |
| Kingdom Financial Group LLC. | 0.01% | No change | 187 | $27K |
| Fortitude Family Office, LLC | 0.01% | No change | 186 | $27K |
| Essential Partners LLC | 0.01% | No change | 186 | $26K |
| Towne Trust Company, N.A | 0.01% | No change | 184 | $26K |
| RMG Wealth Management LLC | 0.00% | New | 162 | $26K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +83.0% | 183 | $26K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 172 | $24K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 171 | $24K |
| Princeton Global Asset Management LLC | 0.00% | No change | 171 | $24K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 165 | $24K |
| Valued Wealth Advisors LLC | 0.01% | No change | 162 | $23K |
| Resources Management Corp. /CT/ | 0.00% | No change | 162 | $23K |
| Realta Investment Advisors | 0.01% | Reduce -62.7% | 159 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 157 | $22K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 152 | $22K |
| 2UniFi Bank | 0.01% | No change | 151 | $22K |
| Davis Capital Management | 0.01% | No change | 145 | $21K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -95.5% | 144 | $21K |
| Robinswood Financial LLC | 0.01% | No change | 141 | $20K |
| Team Financial Group, LLC | 0.01% | No change | 140 | $20K |
| First Financial Corp. | 0.01% | No change | 140 | $20K |
| Global Trust Asset Management, LLC | 0.01% | No change | 133 | $19K |
| Quaker Wealth Management, LLC | 0.01% | No change | 129 | $18K |
| Vision Retirement, LLC | 0.00% | New | 119 | $17K |
| Red Tortoise LLC | 0.01% | No change | 118 | $17K |
| Cheviot Value Management, LLC | 0.00% | No change | 115 | $16K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 114 | $16K |
| CoreFirst Bank & Trust | 0.01% | No change | 112 | $16K |
| City State Bank | 0.00% | No change | 112 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 111 | $16K |
| Hilltop National Bank | 0.00% | Reduce -45.3% | 110 | $16K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $14K |
| Legacy Wealth Managment, LLC | 0.01% | New | 97 | $14K |
| Investors Portfolio Services LLC | 0.01% | No change | 92 | $13K |
| Darwin Wealth Management, LLC | 0.00% | No change | 90 | $13K |
| Evolution Wealth Management Inc. | 0.01% | No change | 85 | $12K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 85 | $12K |
| Highline Wealth Partners LLC | 0.00% | No change | 84 | $12K |
| Creative Capital Management Investments LLC | 0.00% | No change | 82 | $12K |
| MV Capital Management, Inc. | 0.00% | No change | 81 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 76 | $11K |
| Mascoma Wealth Management LLC | 0.00% | No change | 74 | $11K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 77 | $10K |
| New Republic Capital, LLC | 0.00% | No change | 71 | $10K |
| GGM Financial LLC | 0.00% | Reduce -28.3% | 71 | $10K |
| Graney & King, LLC | 0.01% | No change | 67 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 58 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 58 | $8K |
| Roxbury Financial LLC | 0.01% | No change | 55 | $8K |
| American Capital Advisory, LLC | 0.00% | No change | 54 | $8K |
| GW&K Investment Management, LLC | 0.00% | No change | 49 | $7K |
| ROSS\JOHNSON & Associates LLC | 0.13% | No change | 49 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -65.7% | 48 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 47 | $7K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | Add +2.3% | 44 | $6K |
| MBM Wealth Consultants, LLC | 0.00% | New | 37 | $5K |
| Strategic Wealth Advisors LLC | 0.00% | No change | 38 | $5K |
| DecisionPoint Financial, LLC | 0.00% | No change | 33 | $5K |
| Wagner Wealth Management, LLC | 0.00% | No change | 32 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 31 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 30 | $4K |
| Country Trust Bank | 0.00% | New | 25 | $4K |
| Olistico Wealth, LLC | 0.00% | No change | 22 | $3K |
| Premier Financial Group | 0.00% | No change | 19 | $3K |
| West Paces Advisors Inc. | 0.00% | No change | 18 | $3K |
| LM Advisors LLC | 0.01% | Add +18.1% | 332 | $2K |
| VSM Wealth Advisory, LLC | 0.00% | New | 15 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 14 | $2K |
| Clark Wealth Partners | 0.00% | New | 14 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +225.0% | 13 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 12 | $2K |
| Advocate Investing Services LLC | 0.00% | No change | 10 | $1K |
| PlanVest Financial, Inc | 0.00% | — | 10 | $1K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 10 | $1K |
| Cardinal Strategic Wealth Guidance | 0.00% | Reduce -88.9% | 7 | $998 |
| Founders Capital Management | 0.00% | No change | 5 | $766 |
| Lodestone Wealth Management LLC | 0.00% | No change | 2 | $285 |
| Mosley Wealth Management | 0.00% | New | 1 | $164 |
"% 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.