iShares Core S&P Total U.S.ITOTETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 1,718 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 89 from Q1 2026. 148 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($14.1B), Wells Fargo & Company ($10.9B) and Wealthfront Advisers LLC ($2.5B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core S&P Total U.S.
- CUSIP
- 464287150
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 148 | $226.0M |
| Exits | 50 | $87.0M |
All 13F filers, Q1 2026 → Q2 2026: 18,713,981 shares bought and 4,445,382 shares sold, net +14,268,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,718 holders
| BlackRock, Inc. | 0.21% | Add +7.5% | 85,943,202 | $14.1B |
| Wells Fargo & Company | 1.91% | Add +0.9% | 66,599,281 | $10.9B |
| Wealthfront Advisers LLC | 4.73% | Add +4.3% | 14,987,349 | $2.5B |
| Betterment LLC | 2.87% | Reduce -2.6% | 10,338,360 | $1.7B |
| Morgan Stanley | 0.09% | Reduce -0.4% | 10,164,560 | $1.7B |
| Alliancebernstein L.P. | 0.53% | Add +5.3% | 11,218,914 | $1.6B |
| Focus Partners Wealth | 1.44% | Add +27.7% | 8,536,010 | $1.4B |
| Bank of America Corp. | 0.07% | Reduce -1.1% | 6,547,081 | $1.1B |
| LPL Financial LLC | 0.24% | Add +10.4% | 6,546,183 | $1.1B |
| Focus Partners Advisor Solutions, LLC | 8.16% | Add +8.2% | 5,859,022 | $962.4M |
| Allstate Corp. | 8.66% | Reduce -1.2% | 5,279,976 | $867.3M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -1.3% | 4,177,729 | $686.3M |
| Blue Trust, Inc. | 7.04% | Add +5.6% | 4,090,776 | $672.0M |
| SigFig Wealth Management, LLC | 17.59% | Add +0.7% | 4,070,270 | $663.7M |
| Ballentine Partners, LLC | 6.32% | Reduce -1.1% | 3,149,753 | $517.4M |
| Auto-Owners Insurance Co | 11.27% | Reduce -15.5% | 3,037,774 | $499.0M |
| AlTi Global, Inc. | 10.16% | Add +3.1% | 2,992,236 | $491.5M |
| Norinchukin Bank, The | 3.59% | No change | 2,246,560 | $369.0M |
| Ameriprise Financial Inc. | 0.07% | Add +10.6% | 2,123,118 | $348.8M |
| Creative Planning | 0.20% | Add +0.7% | 2,063,768 | $339.0M |
| Raymond James Financial Inc. | 0.09% | Add +3.1% | 2,009,020 | $330.0M |
| Jones Financial Companies LLLP | 0.12% | Add +89.8% | 1,879,380 | $302.3M |
| Cerity Partners LLC | 0.37% | Reduce -1.4% | 1,838,405 | $302.0M |
| Allworth Financial LP | 1.28% | Reduce -5.8% | 1,835,875 | $301.6M |
| Sentinel Trust Co. Lba | 25.85% | Reduce -1.4% | 1,777,298 | $292.0M |
| JPMorgan Chase & Co. | 0.02% | Add +2.0% | 1,787,944 | $291.6M |
| Stifel Financial Corp. | 0.24% | Add +3.4% | 1,741,348 | $286.1M |
| Lido Advisors, LLC | 0.97% | Reduce -4.5% | 1,634,628 | $268.5M |
| Evensky & Katz LLC | 13.54% | Add +1.0% | 1,596,396 | $262.2M |
| Osaic Holdings, Inc. | 0.30% | Add +4.9% | 1,555,858 | $255.6M |
| Prime Capital Investment Advisors, LLC | 2.42% | Reduce -6.1% | 1,517,244 | $249.2M |
| Provenance Wealth Advisors, LLC | 23.39% | Reduce -1.1% | 1,494,425 | $245.5M |
| Captrust Financial Advisors | 0.38% | Reduce -1.9% | 1,490,952 | $244.9M |
| Cisco Systems, Inc. | 52.60% | Reduce -5.5% | 1,297,500 | $213.1M |
| Commonwealth Equity Services, LLC | 0.27% | Reduce -0.1% | 1,288,810 | $211.7M |
| TD Capital Management LLC | 17.12% | Reduce -4.8% | 1,275,016 | $209.4M |
| Zhang Financial LLC | 5.98% | Add +5.5% | 1,246,429 | $204.8M |
| Goldstein Advisors, LLC | 18.70% | Add +61.2% | 1,245,712 | $204.6M |
| LJI Wealth Management, LLC | 27.24% | Reduce -3.1% | 1,183,884 | $194.5M |
| Royal Bank of Canada | 0.03% | Reduce -0.9% | 1,141,681 | $187.5M |
| Disciplina Capital Management LLC | 19.36% | Reduce -15.1% | 1,140,744 | $187.4M |
| Constellation Investments, Inc. | 5.72% | No change | 1,108,000 | $182.0M |
| Parallel Advisors, LLC | 2.78% | Reduce -3.0% | 1,106,752 | $181.8M |
| Tanager Wealth Management LLP | 15.74% | Reduce -0.6% | 1,100,577 | $180.8M |
| FMR LLC | 0.01% | Add +3.9% | 1,091,601 | $179.3M |
| Mesirow Financial Investment Management, Inc. | 2.78% | Add +2.1% | 1,076,654 | $176.9M |
| Mariner, LLC | 0.18% | Reduce -3.9% | 1,053,377 | $172.9M |
| Stratos Investment Management, LLC | 6.22% | Add +1.8% | 1,047,978 | $172.2M |
| Wick Capital Partners, LLC | 25.68% | Add +11.4% | 1,036,086 | $170.2M |
| Winthrop Advisory Group LLC | 11.35% | Add +5.9% | 1,025,806 | $168.5M |
| HB Wealth Management, LLC | 0.92% | Reduce -0.4% | 998,509 | $164.0M |
| Claar Advisors LLC | 52.58% | Reduce -0.1% | 993,607 | $163.2M |
| UBS Group AG | 0.03% | Reduce -4.4% | 971,745 | $159.6M |
| HighTower Advisors, LLC | 0.15% | Add +4.8% | 962,318 | $158.1M |
| Mercer Global Advisors Inc. | 0.17% | Add +1.4% | 843,347 | $138.5M |
| Cetera Investment Advisers | 0.12% | Add +2.4% | 822,853 | $135.2M |
| Facet Wealth, Inc. | 1.80% | Reduce -2.9% | 763,136 | $125.4M |
| True Link Financial Advisors, LLC | 6.69% | Reduce -5.2% | 703,778 | $115.6M |
| Geneos Wealth Management Inc. | 2.36% | Reduce -3.9% | 703,221 | $115.5M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +3.0% | 676,753 | $111.2M |
| Rock Creek Group LLC | 11.18% | Reduce -18.3% | 676,034 | $111.1M |
| Ullmann Wealth Partners Group, LLC | 9.08% | Reduce -1.9% | 608,438 | $99.9M |
| Johnson Bixby & Associates, LLC | 10.79% | Add +0.3% | 588,632 | $96.7M |
| Cresset Asset Management, LLC | 0.34% | Add +24.5% | 570,739 | $93.8M |
| Blair William & Co. | 0.24% | Reduce -3.6% | 556,582 | $91.4M |
| Rockefeller Capital Management L.P. | 0.14% | Add +6.2% | 546,556 | $89.8M |
| Correct Capital Wealth Management | 15.47% | Add +20.1% | 546,145 | $89.7M |
| AQR Capital Management | 0.03% | Add +58.0% | 527,922 | $86.7M |
| Corient Private Wealth LP | 0.12% | Reduce -0.9% | 527,619 | $86.7M |
| Orion Porfolio Solutions, LLC | 0.66% | Add +3.9% | 527,349 | $86.6M |
| Friday Financial | 23.00% | Add +12.7% | 523,396 | $85.9M |
| Wealthspire Advisors, LLC | 0.47% | Add +447.7% | 515,328 | $84.7M |
| Aviso Financial Inc. | 2.92% | Add +9.9% | 511,817 | $84.1M |
| Ancora Advisors LLC | 1.60% | Reduce -28.8% | 501,601 | $82.4M |
| MML Investors Services, LLC | 0.17% | Add +10.8% | 500,031 | $82.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +0.2% | 444,613 | $73.0M |
| Simon Quick Advisors, LLC | 2.91% | Reduce -0.2% | 438,896 | $72.1M |
| Brady Martz Wealth Solutions, LLC | 10.65% | Add +3.2% | 429,338 | $70.5M |
| Partners Capital Investment Group, LLP | 2.44% | Reduce -12.9% | 421,882 | $69.3M |
| Kestra Advisory Services, LLC | 0.22% | Add +1.8% | 421,807 | $69.3M |
| Elm Partners Management LLC | 2.40% | Reduce -5.7% | 406,864 | $66.8M |
| Northwest Wealth Management, LLC | 8.75% | Add +7.0% | 403,829 | $66.3M |
| Steffes Financial, Ltd. | 28.53% | Add +2.4% | 402,246 | $66.1M |
| Regatta Capital Group, LLC | 8.87% | Add +3.1% | 401,634 | $66.0M |
| Private Advisor Group, LLC | 0.30% | Add +30.2% | 395,834 | $65.0M |
| Mission Wealth Management, LP | 0.81% | Reduce -0.3% | 394,277 | $64.8M |
| Tulsa Wealth Advisors, INC | 8.94% | Reduce -2.2% | 386,317 | $63.5M |
| &partners | 0.26% | Add +4.6% | 382,673 | $63.0M |
| Clark Capital Management Group, Inc. | 0.33% | Reduce -4.5% | 372,906 | $61.3M |
| BLB&B Advisors, LLC | 2.16% | Add +2.7% | 359,749 | $59.1M |
| Strategic Point Investment Advisors, LLC | 7.68% | Add +1.6% | 358,955 | $59.0M |
| HighPoint Advisor Group LLC | 2.04% | Add +23.4% | 352,706 | $57.9M |
| Empowered Funds, LLC | 0.31% | New | 352,671 | $57.9M |
| jvl associates llc | 16.37% | Reduce -1.8% | 351,336 | $57.7M |
| Smallwood Wealth Investment Management, LLC | 24.95% | Add +1.5% | 347,654 | $57.1M |
| Savant Capital, LLC | 0.16% | Reduce -1.6% | 339,693 | $55.8M |
| Beacon Pointe Advisors, LLC | 0.26% | Add +1.9% | 337,983 | $55.5M |
| Nicolet Bankshares Inc. | 1.74% | Add +2.8% | 331,608 | $54.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.91% | Reduce -1.9% | 332,253 | $54.6M |
| Eldridge Investment Advisors, Inc. | 10.76% | Add +0.8% | 330,853 | $54.3M |
| Quantinno Capital Management LP | 0.06% | Add +7.0% | 328,772 | $54.0M |
| Pure Financial Advisors, LLC | 0.69% | Reduce -0.7% | 328,641 | $54.0M |
| Kondo Wealth Advisors, Inc. | 18.00% | Add +3.2% | 327,735 | $53.8M |
| Adventist Health System/ West | 8.27% | No change | 321,151 | $52.8M |
| Nomura Asset Management International Inc. | 0.08% | Add +63.1% | 313,157 | $51.4M |
| Family Wealth Partners, LLC | 15.77% | Add +2.2% | 312,866 | $51.4M |
| JGP Wealth Management, LLC | 4.52% | Add +3.1% | 306,602 | $50.4M |
| Ironsides Asset Advisors, LLC | 11.13% | Add +0.2% | 289,330 | $47.5M |
| Capital Analysts, LLC | 1.09% | Add +1.0% | 288,546 | $47.4M |
| Truepoint, Inc. | 0.97% | Reduce -11.7% | 283,208 | $46.5M |
| Financial Designs Corp | 24.76% | Reduce -1.1% | 281,221 | $46.2M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +3.4% | 297,958 | $46.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.2% | 275,746 | $45.3M |
| Tolleson Wealth Management, Inc. | 5.92% | Reduce -0.3% | 267,378 | $43.9M |
| Caprock Group, LLC | 0.83% | Reduce -0.0% | 264,396 | $43.4M |
| Steinberganna Wealth Management | 17.59% | Add +0.2% | 263,439 | $43.3M |
| Procyon Advisors, LLC | 1.85% | Reduce -9.6% | 260,383 | $42.8M |
| Arax Advisory Partners | 0.28% | Add +463.4% | 258,065 | $42.4M |
| Truist Financial Corp. | 0.05% | Reduce -7.6% | 255,344 | $41.9M |
| Reliant Wealth Planning | 11.26% | Reduce -2.6% | 249,115 | $40.9M |
| Advisory Services Network, LLC | 0.46% | Add +2.8% | 246,114 | $40.4M |
| Klaas Financial Asset Advisors, LLC | 5.03% | Reduce -2.8% | 245,825 | $40.4M |
| Aspirean Wealth, LLC | 37.32% | Add +4.6% | 244,442 | $40.2M |
| Heritage Wealth Advisors | 1.38% | Reduce -5.3% | 244,091 | $40.1M |
| Squire Investment Management Company, LLC | 9.58% | Add +4.3% | 242,293 | $39.8M |
| Planned Solutions, Inc. | 11.28% | Add +4.7% | 238,648 | $39.2M |
| NewEdge Advisors, LLC | 0.12% | Add +9.9% | 238,148 | $39.1M |
| Coquina Private Wealth LLC | 26.29% | Add +4.3% | 235,715 | $38.7M |
| Independent Order of Foresters | 37.36% | No change | 233,510 | $38.4M |
| Bank of New York Mellon Corp | 0.01% | Add +8.3% | 233,503 | $38.4M |
| Tower Research Capital LLC (TRC) | 0.93% | Add +699.1% | 230,476 | $37.9M |
| Integrated Wealth Concepts LLC | 0.25% | Add +3.9% | 228,769 | $37.6M |
| Aerodigm Wealth, LLC | 12.47% | Add +3.7% | 224,371 | $36.9M |
| Valmark Advisers, Inc. | 0.39% | Reduce -3.8% | 223,801 | $36.8M |
| Alaska Permanent Capital Management, LLC | 2.40% | Reduce -1.5% | 223,048 | $36.7M |
| Capstone Financial Advisors, Inc. | 1.77% | Add +1.4% | 221,301 | $36.4M |
| Composition Wealth, LLC | 0.43% | Reduce -0.2% | 220,690 | $36.3M |
| BCGM Wealth Management, LLC | 7.64% | Add +75.3% | 220,096 | $36.2M |
| Cibc World Market Inc. | 0.06% | Add +335.9% | 216,626 | $35.6M |
| Sendero Wealth Management, LLC | 3.53% | Add +0.4% | 215,586 | $35.4M |
| W.G. Shaheen & Associates DBA Whitney & Co | 2.51% | Add +0.4% | 209,155 | $34.4M |
| Vise Technologies, Inc. | 0.39% | Add +42.6% | 207,455 | $34.1M |
| Trevian Wealth Management LLC | 14.52% | Reduce -5.8% | 207,432 | $34.1M |
| Vident Advisory, LLC | 0.25% | Add +3.1% | 206,899 | $34.0M |
| Great Valley Advisor Group, Inc. | 0.54% | Reduce -1.1% | 206,629 | $33.9M |
| E-Wealth Partners, LLC | 24.46% | Add +6.1% | 205,972 | $33.8M |
| Janney Montgomery Scott LLC | 0.06% | Add +41.4% | 203,659 | $33.5M |
| Sweeney & Michel, LLC | 8.76% | Reduce -0.8% | 196,749 | $33.4M |
| Advus Financial Partners, LLC | 7.45% | Reduce -3.3% | 199,788 | $32.8M |
| Equitable Holdings, Inc. | 0.19% | Add +1.2% | 198,271 | $32.6M |
| MJT & Associates Financial Advisory Group, Inc. | 21.31% | Reduce -2.9% | 196,157 | $32.2M |
| Canvas Wealth Advisors, LLC | 4.41% | Add +3.9% | 192,444 | $31.6M |
| Summit Financial, LLC | 0.34% | Reduce -7.1% | 190,400 | $31.3M |
| Nwam LLC | 1.56% | Add +1.4% | 189,972 | $31.2M |
| TRUE Private Wealth Advisors | 2.69% | Reduce -15.2% | 189,648 | $31.2M |
| Cigna Investments Inc. | 4.07% | Reduce -9.7% | 189,462 | $31.1M |
| MontVue Capital Management, Inc. | 17.60% | Reduce -2.9% | 186,235 | $30.6M |
| Northern Trust Corp. | 0.00% | Add +0.7% | 184,178 | $30.3M |
| Gotham Asset Management | 0.07% | Add +38.9% | 181,400 | $29.8M |
| Twin Focus Capital Partners, LLC | 3.03% | Add +2.6% | 181,344 | $29.8M |
| Cherrydale Wealth Management, LLC | 7.77% | Add +0.1% | 180,880 | $29.7M |
| Allen Investment Management, LLC | 0.35% | Reduce -26.7% | 179,994 | $29.6M |
| Financial Partners Group, Inc | 2.96% | Reduce -1.0% | 177,720 | $29.2M |
| Prism Planning Partners LLC | 30.30% | Add +3.1% | 174,303 | $28.6M |
| Durante & Waters, LLC | 18.39% | Reduce -6.2% | 170,830 | $28.1M |
| Rehmann Capital Advisory Group | 1.28% | Reduce -1.4% | 170,453 | $28.0M |
| Catalyst Private Wealth, LLC | 13.35% | Reduce -0.3% | 168,335 | $27.7M |
| Peirce Capital Management, LLC | 10.05% | Add +4.7% | 166,936 | $27.4M |
| Patton Albertson Miller Group, LLC | 2.71% | Reduce -2.0% | 165,733 | $27.2M |
| Aletheian Wealth Advisors LLC | 11.63% | Add +2.7% | 165,712 | $27.2M |
| Bernardo Wealth Planning LLC | 4.65% | Add +0.9% | 165,672 | $27.2M |
| Legacy Financial Advisors, Inc. | 3.29% | Reduce -2.9% | 164,319 | $27.0M |
| Brighton Jones LLC | 0.50% | Reduce -2.0% | 162,554 | $26.7M |
| Life Planning Partners, Inc | 19.74% | Reduce -8.4% | 161,686 | $26.6M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -1.5% | 161,306 | $26.5M |
| TruNorth Capital Management, LLC | 4.18% | Add +6.4% | 158,382 | $26.0M |
| Fifth Third Bancorp | 0.04% | Add +3.5% | 157,983 | $26.0M |
| Baird Financial Group, Inc. | 0.04% | Reduce -4.3% | 157,334 | $25.8M |
| Astoria Strategic Wealth, Inc. | 5.88% | Reduce -2.6% | 156,723 | $25.7M |
| Friedenthal Financial | 11.91% | Add +1.8% | 156,657 | $25.7M |
| Kaufman Rossin Wealth, LLC | 12.18% | Add +17.1% | 155,765 | $25.7M |
| Weatherly Asset Management L. P. | 1.83% | Reduce -2.1% | 156,378 | $25.7M |
| Plancorp, LLC | 0.62% | Reduce -3.4% | 155,944 | $25.6M |
| Principal Securities, Inc. | 0.30% | Reduce -2.3% | 154,124 | $25.3M |
| Callan Family Office, LLC | 0.49% | Add +42.8% | 152,649 | $25.1M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +105.0% | 152,622 | $25.1M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -2.8% | 151,209 | $24.8M |
| EP Wealth Advisors, LLC | 0.09% | Add +381.1% | 149,297 | $24.5M |
| MAI Capital Management | 0.09% | Add +23.1% | 147,454 | $24.2M |
| Koshinski Asset Management, Inc. | 1.23% | Reduce -0.1% | 141,123 | $23.2M |
| Sagespring Wealth Partners, LLC | 0.35% | Reduce -0.9% | 139,122 | $22.9M |
| Crestwood Advisors Group, LLC | 0.34% | Reduce -2.0% | 138,849 | $22.8M |
| Strategic Equity Management | 7.58% | Add +514.6% | 137,333 | $22.6M |
| Heck Capital Advisors, LLC | 1.35% | Reduce -2.7% | 137,213 | $22.5M |
| KM Capital Management Ltd. | 10.57% | New | 136,877 | $22.5M |
| Gleason Group, Inc. | 1.95% | Reduce -0.8% | 136,029 | $22.3M |
| Farther Finance Advisors, LLC | 0.17% | Reduce -1.0% | 134,664 | $22.1M |
| Finhabits Advisors LLC | 18.36% | Reduce -4.4% | 132,959 | $21.8M |
| Hickory Point Bank & Trust | 13.22% | No change | 132,700 | $21.8M |
| Essex Financial Services, Inc. | 1.08% | Reduce -0.4% | 131,764 | $21.6M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +7.8% | 129,243 | $21.2M |
| Beacon Financial Group | 1.92% | Add +3.2% | 128,412 | $21.1M |
| Physician Wealth Advisors, Inc. | 2.51% | Reduce -0.2% | 127,829 | $21.0M |
| Cornell Pochily Investment Advisors, Inc. | 5.62% | Add +4.5% | 127,278 | $20.9M |
| Flow Traders U.S. LLC | 0.86% | New | 126,844 | $20.8M |
| Romano Brothers and Company | 2.07% | Reduce -1.0% | 125,216 | $20.6M |
| Wealthspire Retirement, LLC | 1.13% | Reduce -0.4% | 124,243 | $20.6M |
| Modern Wealth Management, LLC | 0.24% | Reduce -6.7% | 123,740 | $20.3M |
| Stevens Capital Partners | 3.86% | Add +0.2% | 123,645 | $20.3M |
| Thoroughbred Financial Services, LLC | 0.95% | Add +75.3% | 209,613 | $19.8M |
| Benchmark Financial Wealth Advisors, LLC | 4.84% | Reduce -0.1% | 119,402 | $19.6M |
| IFP Advisors, Inc | 0.35% | Reduce -1.2% | 118,813 | $19.5M |
| Sax Wealth Advisors, LLC | 0.79% | Reduce -0.4% | 136,077 | $19.4M |
| Coppell Advisory Solutions LLC | 1.59% | New | 311 | $19.1M |
| Tortoise Investment Management, LLC | 1.42% | Add +0.9% | 116,376 | $19.1M |
| BBR Partners, LLC | 0.89% | Add +9.9% | 115,418 | $19.0M |
| Oakwell Private Wealth Management, LLC | 3.11% | Reduce -1.1% | 114,053 | $18.7M |
| Flagship Harbor Advisors, LLC | 0.71% | Add +29.8% | 113,099 | $18.6M |
| NWF Advisory Services Inc. | 1.73% | Add +0.4% | 111,718 | $18.4M |
| Independent Financial Group, LLC | 0.34% | Reduce -1.1% | 111,690 | $18.3M |
| Stokes Family Office, LLC | 2.14% | Reduce -21.6% | 111,512 | $18.3M |
| Elevate Wealth Advisory, Inc. | 10.38% | Add +1.1% | 110,597 | $18.2M |
| Brookstone Capital Management | 0.18% | Reduce -1.0% | 109,886 | $18.1M |
| Solstein Capital, LLC | 6.12% | Add +1220.8% | 108,819 | $17.9M |
| Waverly Advisors, LLC | 0.10% | Add +0.7% | 108,727 | $17.9M |
| Greenleaf Trust | 0.17% | Add +0.4% | 108,349 | $17.8M |
| Sjbenen Advisory, LLC | 10.54% | Add +75.6% | 107,979 | $17.7M |
| Moneywise, Inc. | 6.52% | Add +81.4% | 106,454 | $17.5M |
| Cynosure Group, LLC | 2.60% | Reduce -7.8% | 105,382 | $17.3M |
| Kaydan Wealth Management, Inc. | 5.24% | Add +1.4% | 104,642 | $17.2M |
| Cosner Financial Group, LLC | 8.78% | Reduce -25.4% | 104,050 | $17.1M |
| Evansbrook LLC | 10.14% | Add +3.6% | 103,519 | $17.0M |
| Smithfield Trust Co | 0.68% | Add +0.8% | 103,167 | $16.9M |
| Baron Silver Stevens Financial Advisors, LLC | 2.15% | Add +2.8% | 103,101 | $16.9M |
| Jane Street Group, LLC | 0.01% | Add +0.1% | 102,378 | $16.8M |
| Empower Advisory Group, LLC | 0.04% | Reduce -10.1% | 101,566 | $16.7M |
| Merit Financial Group, LLC | 0.10% | Add +0.0% | 101,296 | $16.6M |
| Family Manage LLC | 1.74% | Reduce -0.5% | 100,950 | $16.6M |
| Aptus Capital Advisors, LLC | 0.12% | Add +2.5% | 100,797 | $16.6M |
| WBH Advisory Inc. | 1.10% | Reduce -1.7% | 99,882 | $16.4M |
| Jmac Enterprises LLC | 2.71% | Reduce -1.8% | 98,027 | $16.1M |
| Glenview Trust Co | 0.22% | No change | 97,742 | $16.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | New | 97,000 | $15.9M |
| Smith Shellnut Wilson LLC | 5.95% | Add +2.7% | 96,560 | $15.9M |
| OMNI 360 Wealth, Inc. | 7.30% | Reduce -8.3% | 96,159 | $15.8M |
| 1900 Wealth Management LLC | 0.87% | Reduce -0.1% | 95,286 | $15.7M |
| Endowment Wealth Management, Inc. | 6.01% | Add +6.5% | 94,640 | $15.5M |
| Chicago Partners Investment Group LLC | 0.31% | Reduce -0.6% | 96,010 | $15.5M |
| Arkadios Wealth Advisors | 0.24% | Add +2.1% | 93,927 | $15.4M |
| Robertson Stephens Wealth Management, LLC | 0.38% | Add +9.1% | 93,405 | $15.3M |
| Choreo, LLC | 0.17% | Reduce -1.0% | 93,041 | $15.3M |
| HMV Wealth Advisors, LLC | 5.94% | Reduce -5.0% | 92,827 | $15.2M |
| Single Point Partners, LLC | 2.66% | Add +0.1% | 2,234,223 | $15.1M |
| Roger Wittlin Investment Advisory, LLC | 11.82% | Add +0.1% | 91,607 | $15.0M |
| HBE Wealth Management, LLC | 10.76% | Add +16.1% | 91,194 | $15.0M |
| Solano Wealth Investment Advisors LLC | 6.78% | Reduce -0.3% | 90,727 | $14.9M |
| Clear Retirement Advice LLC | 10.19% | Add +8.5% | 90,621 | $14.9M |
| King Wealth Management Group | 1.62% | Reduce -0.1% | 90,142 | $14.8M |
| GuidedMoney, LLC | 6.85% | Add +2.5% | 90,113 | $14.8M |
| Pathstone Holdings, LLC | 0.04% | Add +62.1% | 88,518 | $14.5M |
| Sanctuary Advisors, LLC | 0.07% | Add +1.5% | 88,469 | $14.5M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +19.9% | 87,776 | $14.4M |
| CreativeOne Wealth, LLC | 0.31% | Add +6.3% | 86,749 | $14.3M |
| Guardian Wealth Advisors, LLC / NC | 0.79% | Add +1.8% | 84,901 | $13.9M |
| First Foundation Advisors | 0.49% | Reduce -1.0% | 83,334 | $13.7M |
| KFA Private Wealth Group, LLC | 3.27% | Reduce -12.1% | 82,750 | $13.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.9% | 82,684 | $13.6M |
| Argent Trust Co | 0.39% | No change | 82,662 | $13.6M |
| Guardsman Private Capital Management, Inc. | 9.46% | Reduce -1.4% | 82,189 | $13.5M |
| Bank of Montreal | 0.00% | Add +22.6% | 81,992 | $13.5M |
| Private Wealth Asset Management, LLC | 1.30% | Add +6.5% | 81,863 | $13.4M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +3210.2% | 81,496 | $13.4M |
| Ashton Thomas Private Wealth, LLC | 0.28% | Reduce -6.4% | 81,389 | $13.4M |
| Level Wealth Management LLC | 5.33% | Reduce -0.3% | 80,941 | $13.3M |
| Farrow Financial, Inc. | 7.06% | Reduce -12.7% | 80,562 | $13.2M |
| Wealthcare Capital Management LLC | 1.25% | Add +15.4% | 80,466 | $13.2M |
| Spectrum Strategic Capital Management, LLC | 6.52% | Reduce -12.2% | 80,122 | $13.2M |
| Crescent Grove Advisors, LLC | 1.11% | Reduce -0.9% | 80,078 | $13.2M |
| Sage Mountain Advisors LLC | 0.81% | Add +0.5% | 80,034 | $13.1M |
| Satovsky Asset Management LLC | 2.09% | Reduce -0.2% | 79,969 | $13.1M |
| Regent Peak Wealth Advisors LLC | 2.42% | Reduce -4.6% | 79,574 | $13.1M |
| Kingsview Wealth Management, LLC | 0.16% | Reduce -17.2% | 79,009 | $13.0M |
| Freestone Capital Holdings, LLC | 0.34% | Reduce -0.0% | 78,387 | $12.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.17% | Reduce -7.8% | 78,034 | $12.8M |
| Clearstead Advisors, LLC | 0.12% | Reduce -3.3% | 77,979 | $12.8M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -1.4% | 77,735 | $12.8M |
| Brooklyn FI, LLC | 2.29% | Reduce -0.1% | 75,966 | $12.4M |
| Bar Harbor Wealth Management | 0.67% | No change | 75,434 | $12.4M |
| Fulcrum Equity Management | 9.94% | Add +0.1% | 74,778 | $12.3M |
| O'shaughnessy Asset Management, LLC | 0.06% | Reduce -2.4% | 74,682 | $12.3M |
| Signature Estate & Investment Advisors LLC | 0.22% | Reduce -1.2% | 74,523 | $12.2M |
| Rollins Financial Advisors, LLC | 1.58% | Reduce -4.0% | 72,860 | $12.0M |
| Towercrest Capital Management | 1.65% | Add +9.6% | 72,112 | $11.8M |
| Fifth Third Securities, Inc. | 0.67% | Reduce -6.3% | 71,383 | $11.7M |
| Jackson Thornton Wealth Management, LLC | 0.92% | Add +4.9% | 70,798 | $11.6M |
| Kovack Advisors, Inc. | 0.56% | Reduce -0.4% | 70,549 | $11.6M |
| First Hawaiian Bank | 1.47% | Reduce -1.6% | 70,508 | $11.6M |
| ETF Portfolio Partners, Inc. | 2.71% | Reduce -2.2% | 69,240 | $11.4M |
| Roble, Belko & Company, Inc | 1.21% | Reduce -0.0% | 68,347 | $11.2M |
| PFG Investments, LLC | 0.43% | Reduce -6.7% | 66,889 | $11.0M |
| BIP Wealth, LLC | 0.31% | Add +15.7% | 66,714 | $11.0M |
| Global Retirement Partners, LLC | 0.17% | — | 66,676 | $11.0M |
| J.W. Cole Advisors, Inc. | 0.19% | New | 65,655 | $10.8M |
| Grove Bank & Trust | 1.07% | Reduce -0.1% | 65,477 | $10.8M |
| Claris Advisors, LLC / Mo / | 2.81% | Add +31.8% | 65,425 | $10.7M |
| Rede Wealth, LLC | 3.55% | Add +8.0% | 65,308 | $10.7M |
| 71 West Capital Partners | 0.36% | Reduce -5.8% | 64,097 | $10.5M |
| Element Wealth, LLC | 3.96% | Reduce -1.0% | 64,086 | $10.5M |
| CogentBlue Wealth Advisors, LLC | 6.03% | Add +2.8% | 64,058 | $10.5M |
| Western Wealth Management, LLC | 0.34% | Add +29.5% | 63,776 | $10.5M |
| Magnolia Capital Advisors LLC | 1.79% | Add +9.2% | 63,504 | $10.4M |
| CENTRAL TRUST Co | 0.18% | Add +1.5% | 62,283 | $10.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +3.0% | 62,046 | $10.2M |
| Well Done, LLC | 1.35% | Reduce -1.5% | 61,089 | $10.0M |
| Exchange Traded Concepts, LLC | 0.05% | New | 60,744 | $10.0M |
| StoneX Group Inc. | 0.40% | Add +3.0% | 60,621 | $10.0M |
| Naples Global Advisors, LLC | 0.61% | Reduce -0.3% | 60,301 | $9.9M |
| Sard Wealth Management Group, LLC | 4.71% | Reduce -0.9% | 59,943 | $9.8M |
| DDFG, Inc | 1.95% | Reduce -0.7% | 59,911 | $9.8M |
| Natixis Advisors, LLC | 0.01% | Add +32.6% | 59,158 | $9.7M |
| Turtle Creek Wealth Advisors, LLC | 0.51% | Reduce -1.6% | 58,632 | $9.6M |
| Flagship Private Wealth, LLC | 3.40% | Add +2.5% | 58,552 | $9.6M |
| Investors Research Corp | 1.72% | Reduce -3.4% | 58,420 | $9.6M |
| Lynch & Associates | 1.64% | Reduce -1.5% | 57,012 | $9.4M |
| Pitcairn Wealth Advisors LLC | 1.03% | Add +83.6% | 56,971 | $9.4M |
| Monument Capital Management | 1.88% | Reduce -3.4% | 56,958 | $9.4M |
| Cadia Private Client LLC | 6.69% | Reduce -9.8% | 56,729 | $9.3M |
| Forbes J M & Co. LLP | 0.73% | Reduce -0.4% | 56,289 | $9.2M |
| Donor Advised Charitable Giving, Inc. | 0.21% | Add +0.3% | 56,156 | $9.2M |
| Hardy Reed LLC | 0.59% | No change | 55,978 | $9.2M |
| A&I Financial Services, LLC | 3.94% | Reduce -1.4% | 55,085 | $9.0M |
| Bradley & Co. Private Wealth Management, LLC | 4.29% | No change | 54,780 | $9.0M |
| Patriot Investment Management Group, Inc. | 0.52% | Reduce -8.2% | 54,136 | $8.9M |
| Apella Capital, LLC | 0.13% | Add +3.4% | 53,889 | $8.8M |
| LVZ, Inc. | 0.88% | Add +4.4% | 52,917 | $8.7M |
| Summit Trail Advisors, LLC | 0.11% | Reduce -5.7% | 52,488 | $8.6M |
| Yukon Wealth Management, Inc. | 2.45% | Add +33.0% | 52,024 | $8.5M |
| Diversified Portfolios, Inc. | 0.62% | Add +0.4% | 51,961 | $8.5M |
| First Financial Bank - Trust Division | 0.61% | Reduce -4.3% | 51,889 | $8.5M |
| Nations Financial Group Inc, /Ia/ | 0.40% | Reduce -0.7% | 51,338 | $8.4M |
| Summit Wealth Partners, LLC | 1.20% | Add +1.4% | 51,224 | $8.4M |
| Apollon Wealth Management, LLC | 0.10% | Add +71.6% | 51,136 | $8.4M |
| Modera Wealth Management, LLC | 0.09% | Reduce -4.6% | 50,951 | $8.4M |
| Ieq Capital, LLC | 0.04% | Reduce -29.2% | 50,933 | $8.4M |
| Hollencrest Capital Management | 0.55% | Reduce -9.1% | 50,651 | $8.3M |
| National Philanthropic Trust | 0.12% | Reduce -9.1% | 50,548 | $8.3M |
| Avalon Advisory Group | 3.07% | Reduce -0.5% | 50,544 | $8.3M |
| Mosaic Advisors LLC | 11.14% | No change | 50,527 | $8.3M |
| Ironwood Financial, llc | 1.30% | Reduce -1.8% | 50,429 | $8.3M |
| Investment Advisory Group, LLC | 1.77% | Add +0.3% | 49,620 | $8.2M |
| Davidson Investment Advisors | 0.33% | Reduce -1.6% | 49,458 | $8.1M |
| Moneco Advisors, LLC | 0.49% | Reduce -5.4% | 49,254 | $8.1M |
| HBK Sorce Advisory LLC | 0.16% | Reduce -0.1% | 47,739 | $8.0M |
| DKM Wealth Management, Inc. | 5.20% | Reduce -1.5% | 48,394 | $7.9M |
| Blueprint Investment Partners LLC | 0.65% | Add +15.5% | 47,803 | $7.9M |
| Grand Wealth Management, LLC | 3.27% | Reduce -2.2% | 47,695 | $7.8M |
| Avior Wealth Management, LLC | 0.21% | Reduce -1.9% | 47,484 | $7.8M |
| Foundations Investment Advisors, LLC | 0.08% | Reduce -0.4% | 47,413 | $7.8M |
| Abound Wealth Management | 1.55% | Add +1.7% | 47,390 | $7.8M |
| Blueprint Financial Advisors LLC | 0.86% | Add +14.6% | 47,273 | $7.8M |
| Pennington Partners & Co., LLC | 2.49% | Add +0.0% | 47,268 | $7.8M |
| Aegis Wealth Management LLC | 3.64% | No change | 47,167 | $7.7M |
| Independent Solutions Wealth Management, LLC | 1.01% | Reduce -1.9% | 47,053 | $7.7M |
| Sigma Planning Corp | 0.19% | Add +1.2% | 46,912 | $7.7M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +32.6% | 46,781 | $7.7M |
| Park Avenue Securities LLC | 0.05% | Reduce -2.5% | 46,392 | $7.6M |
| Hudock, Inc. | 0.97% | Add +0.3% | 46,120 | $7.6M |
| Renaissance Technologies | 0.01% | New | 45,800 | $7.5M |
| Compound Planning, Inc. | 0.19% | Add +4.4% | 45,005 | $7.4M |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 44,950 | $7.4M |
| Wedmont Private Capital | 0.20% | Reduce -3.9% | 44,527 | $7.4M |
| First Heartland Consultants, Inc. | 0.47% | Reduce -0.4% | 44,609 | $7.3M |
| Snowden Capital Advisors LLC | 0.17% | Reduce -2.3% | 44,214 | $7.3M |
| Legacy Private Trust Co. | 0.41% | Reduce -10.0% | 44,175 | $7.3M |
| Ferguson Wellman Capital Management, Inc. | 0.09% | No change | 43,899 | $7.2M |
| Matthew Goff Investment Advisor, LLC | 1.19% | Add +0.1% | 43,069 | $7.1M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -3.6% | 42,994 | $7.1M |
| Retirement Capital Strategies | 2.45% | Add +1353.8% | 42,945 | $7.1M |
| Tsfg, LLC | 0.89% | Reduce -0.4% | 42,893 | $7.0M |
| Amplius Wealth Advisors, LLC | 0.52% | Reduce -12.8% | 42,805 | $7.0M |
| Johnson Investment Counsel Inc. | 0.05% | Add +1.2% | 42,796 | $7.0M |
| Dopkins Wealth Management, LLC | 2.52% | Reduce -1.3% | 42,296 | $6.9M |
| Hassell Wealth Management, LLC | 2.12% | Add +0.2% | 42,227 | $6.9M |
| Capital Planning LLC | 2.00% | Reduce -1.5% | 41,876 | $6.9M |
| BlackDiamond Wealth Management, LLC | 2.77% | Add +5.3% | 40,429 | $6.9M |
| Sutton Place Investors LLC | 3.31% | Reduce -2.7% | 41,605 | $6.8M |
| Ritholtz Wealth Management | 0.10% | Reduce -2.2% | 41,454 | $6.8M |
| Sheets Smith Wealth Management | 0.68% | Reduce -0.5% | 41,139 | $6.8M |
| FAS Wealth Partners, Inc. | 0.35% | Reduce -0.2% | 40,834 | $6.7M |
| Libra Wealth LLC | 1.71% | Reduce -1.0% | 40,657 | $6.7M |
| Fairvoy Private Wealth, LLC | 1.32% | Reduce -1.4% | 39,779 | $6.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.35% | Reduce -1.1% | 39,632 | $6.5M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +12.7% | 39,596 | $6.5M |
| GeoWealth Management, LLC | 0.20% | Reduce -2.6% | 39,552 | $6.5M |
| Ridgecrest Wealth Partners, LLC | 3.13% | Reduce -1.3% | 39,536 | $6.5M |
| Flputnam Investment Management Co. | 0.08% | Reduce -1.2% | 39,553 | $6.5M |
| Capital Advisors, Ltd. LLC | 0.65% | Reduce -0.1% | 39,211 | $6.4M |
| Aspiriant, LLC | 0.16% | Reduce -2.8% | 39,120 | $6.4M |
| Dakota Wealth Management | 0.12% | Reduce -6.6% | 39,039 | $6.4M |
| Wealth Management Associates, Inc. | 1.76% | Add +0.4% | 38,772 | $6.4M |
| Greenwood Gearhart LLC | 0.29% | Reduce -2.0% | 38,546 | $6.3M |
| US Bancorp \de | 0.01% | Add +12.3% | 38,409 | $6.3M |
| Harbour Investments, Inc. | 0.08% | Reduce -4.9% | 38,226 | $6.3M |
| Glen Eagle Advisors, LLC | 0.79% | Add +1.0% | 38,217 | $6.3M |
| VestGen Advisors, LLC | 0.18% | Reduce -0.1% | 38,110 | $6.3M |
| Prasad Wealth Partners, LLC | 1.50% | Reduce -44.5% | 37,896 | $6.2M |
| MBA Advisors LLC | 2.11% | Reduce -2.6% | 37,805 | $6.2M |
| AlphaCore Capital LLC | 0.11% | Reduce -10.0% | 37,374 | $6.1M |
| Soltis Investment Advisors LLC | 0.35% | Reduce -0.1% | 36,941 | $6.1M |
| GWN Securities Inc. | 1.01% | Add +2.7% | 36,822 | $6.0M |
| Blue Fin Capital, Inc. | 0.87% | Add +8.0% | 36,793 | $6.0M |
| MA Private Wealth | 0.89% | Reduce -0.2% | 36,250 | $6.0M |
| Columbus Macro, LLC | 0.58% | Reduce -0.3% | 36,073 | $5.9M |
| Keystone Financial Group | 0.35% | Reduce -1.4% | 35,806 | $5.9M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -14.4% | 35,663 | $5.9M |
| Prospera Financial Services Inc | 0.09% | Add +0.6% | 35,638 | $5.9M |
| Canandaigua National Bank & Trust Co. | 0.48% | — | 34,851 | $5.7M |
| Vontobel Holding Ltd. | 0.02% | Reduce -1.6% | 34,591 | $5.7M |
| Alliance Wealth Management Group | 1.10% | Add +16.2% | 34,409 | $5.7M |
| IHT Wealth Management, LLC | 0.12% | Add +10.7% | 34,397 | $5.7M |
| Unique Wealth, LLC | 0.66% | Add +6.0% | 34,382 | $5.6M |
| CFS Investment Advisory Services, LLC | 0.38% | Reduce -0.6% | 34,408 | $5.6M |
| NYL Investors LLC | 2.15% | Add +1.2% | 34,157 | $5.6M |
| Bank of Hawaii | 0.28% | Reduce -17.6% | 33,997 | $5.6M |
| Baker Tilly Wealth Management, LLC | 1.20% | Add +0.0% | 33,961 | $5.6M |
| Centerline Wealth Advisors, LLC | 1.74% | Reduce -1.9% | 33,782 | $5.5M |
| Up Strategic Wealth Investment Advisors LLC | 3.30% | No change | 32,902 | $5.5M |
| Fonville Wealth Management LLC | 0.91% | Reduce -0.3% | 33,744 | $5.5M |
| Doliver Advisors, LP | 1.25% | Add +0.2% | 33,682 | $5.5M |
| MorganRosel Wealth Management, LLC | 1.86% | Add +2.6% | 33,616 | $5.5M |
| Fairview Capital Investment Management, LLC | 0.29% | No change | 33,290 | $5.5M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +2.4% | 33,237 | $5.5M |
| Hoxton Planning & Management, LLC | 1.40% | Reduce -3.3% | 32,751 | $5.4M |
| NewEdge Wealth, LLC | 0.05% | Add +7.2% | 32,540 | $5.3M |
| GSG Advisors LLC | 1.17% | Add +3.4% | 32,363 | $5.3M |
| Connecticut Capital Management Group, LLC | 4.25% | Add +7.2% | 32,142 | $5.3M |
| RW Investment Management LLC | 0.46% | Reduce -2.0% | 31,876 | $5.2M |
| Shepherd Street Advisors LLC | 4.57% | No change | 31,463 | $5.2M |
| Allie Family Office LLC | 1.92% | Reduce -9.7% | 31,896 | $5.2M |
| Belleair Asset Management, LLC | 4.30% | Reduce -0.4% | 31,145 | $5.1M |
| Asset Dedication, LLC | 0.32% | Add +9.7% | 31,019 | $5.1M |
| Aspen Wealth Management LLC | 0.86% | Add +0.2% | 30,991 | $5.1M |
| World Investment Advisors | 0.08% | Reduce -6.0% | 32,951 | $5.0M |
| Legacy Financial Group LLC | 0.56% | Reduce -18.4% | 30,512 | $5.0M |
| Claro Advisors Inc. | 0.52% | Reduce -0.6% | 30,427 | $5.0M |
| TFO Wealth Partners, LLC | 0.54% | Add +0.1% | 30,389 | $5.0M |
| SmartHarvest Portfolios, LLC | 1.61% | No change | 30,260 | $5.0M |
| Vericrest Private Wealth | 4.40% | Add +4.0% | 30,113 | $4.9M |
| Rf&l Wealth Management, LLC | 3.34% | Add +3.9% | 30,006 | $4.9M |
| Dorsey & Whitney Trust CO LLC | 0.24% | Add +12.2% | 29,926 | $4.9M |
| Brown Advisory Inc. | 0.01% | Add +27.2% | 29,438 | $4.8M |
| Able Wealth Management LLC | 1.10% | Add +0.9% | 29,295 | $4.8M |
| Symphony Financial Services, Inc. | 2.16% | Reduce -0.5% | 29,291 | $4.8M |
| Sigma Investment Counselors Inc. | 0.23% | Add +0.1% | 29,213 | $4.8M |
| Formulate Financial LLC | 4.95% | Add +3.1% | 28,621 | $4.7M |
| TD Private Client Wealth LLC | 0.09% | Add +8.4% | 28,564 | $4.7M |
| Strategic Blueprint, LLC | 0.23% | Reduce -2.9% | 28,560 | $4.7M |
| Forte Asset Management LLC | 1.91% | Add +0.8% | 28,514 | $4.7M |
| Private Trust Co. NA | 0.37% | Add +6.2% | 28,487 | $4.7M |
| Atria Investments, Inc | 0.05% | Add +790.8% | 28,478 | $4.7M |
| Endeavor Private Wealth, Inc. | 1.12% | Reduce -11.0% | 28,010 | $4.6M |
| Montecito Bank & Trust | 0.69% | Reduce -3.8% | 27,890 | $4.6M |
| Joel Isaacson & Co., LLC | 0.13% | Add +0.3% | 27,251 | $4.5M |
| Segment Wealth Management, LLC | 0.23% | Add +0.0% | 27,237 | $4.5M |
| Summit Investment Advisory Services, LLC | 1.11% | Add +0.1% | 26,860 | $4.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.02% | Add +7.8% | 26,857 | $4.4M |
| Voisard Asset Management Group, Inc. | 0.83% | Reduce -0.3% | 26,735 | $4.4M |
| AE Wealth Management LLC | 0.02% | Add +8.3% | 26,715 | $4.4M |
| TFC Financial Management, Inc. | 0.49% | Add +4.0% | 26,677 | $4.4M |
| JSF Financial, LLC | 0.70% | Reduce -0.1% | 26,617 | $4.4M |
| Glass Jacobson Investment Advisors llc | 1.34% | Add +7.5% | 26,195 | $4.3M |
| Curat Global, LLC | 3.51% | Add +4.6% | 26,494 | $4.3M |
| Diversify Advisory Services, LLC | 0.07% | New | 26,371 | $4.3M |
| Diversify Wealth Management, LLC | 0.07% | Add +11.7% | 26,371 | $4.3M |
| ShoreHaven Wealth Partners, LLC | 1.34% | Add +0.3% | 25,982 | $4.3M |
| Sentinel Pension Advisors, LLC | 0.56% | Reduce -11.3% | 26,054 | $4.2M |
| Carrera Capital Advisors | 0.63% | Add +5.4% | 25,773 | $4.2M |
| Laurel Oak Wealth Management, LLC | 0.62% | Add +70.9% | 25,761 | $4.2M |
| First National Bank & Trust Co. of Newtown | 0.86% | Add +34.8% | 25,789 | $4.2M |
| RFG Advisory, LLC | 0.07% | Reduce -13.6% | 25,498 | $4.2M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +29.7% | 25,482 | $4.2M |
| Samalin Investment Counsel, LLC | 1.34% | Reduce -0.7% | 25,349 | $4.2M |
| Oxford Financial Group, LTD. LLC | 0.21% | No change | 25,259 | $4.1M |
| Choate Investment Advisors | 0.07% | No change | 25,243 | $4.1M |
| Savvy Advisors, Inc. | 0.09% | Add +1.4% | 25,202 | $4.1M |
| Alta Wealth Advisors LLC | 1.12% | Reduce -7.0% | 25,119 | $4.1M |
| Nepc LLC | 0.08% | No change | 25,076 | $4.1M |
| Vanguard Advisers Inc. | 0.01% | Reduce -0.8% | 24,934 | $4.1M |
| N.E.W. Advisory Services LLC | 0.27% | Reduce -4.1% | 24,859 | $4.1M |
| Silvia McColl Wealth Management, LLC | 2.45% | No change | 24,800 | $4.1M |
| Pinnacle Financial Partners, Inc. | 0.03% | Reduce -0.2% | 24,557 | $4.0M |
| Luminvest Wealth Management LLC | 0.93% | Add +11.1% | 24,361 | $4.0M |
| Rather & Kittrell, Inc. | 0.56% | Add +0.3% | 24,280 | $4.0M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Add +0.0% | 24,141 | $4.0M |
| Jefferies Financial Group Inc. | 0.04% | Add +0.8% | 24,017 | $3.9M |
| SCS Capital Management LLC | 0.04% | Reduce 0.0% | 23,595 | $3.9M |
| Foster Group, Inc. | 0.10% | Reduce -0.4% | 23,552 | $3.9M |
| Nicholson Meyer Capital Management, Inc. | 2.55% | Reduce -1.1% | 23,285 | $3.8M |
| Valeo Financial Advisors, LLC | 0.08% | Add +66.5% | 23,253 | $3.8M |
| Assetmark, Inc. | 0.01% | Add +19.6% | 23,100 | $3.8M |
| Carr Financial Group Corp | 0.87% | Add +1.4% | 22,944 | $3.8M |
| Climber Capital SA | 2.30% | Add +4.7% | 28,884 | $3.8M |
| Gladstone Institutional Advisory LLC | 0.12% | Reduce -2.8% | 22,865 | $3.8M |
| Bokf, NA | 0.05% | Add +9.5% | 22,844 | $3.8M |
| Mayflower Financial Advisors, LLC | 0.32% | Add +3.0% | 22,796 | $3.7M |
| Tenon Financial LLC | 1.20% | Add +0.6% | 22,685 | $3.7M |
| Rubicon Advisors, GP | 2.69% | New | 22,487 | $3.7M |
| Discipline Wealth Solutions, LLC | 0.32% | Add +2.2% | 22,153 | $3.6M |
| Owl Creek Wealth Partners LLC | 1.06% | Add +0.3% | 22,137 | $3.6M |
| Apollon Financial, LLC | 0.43% | Add +0.0% | 21,887 | $3.6M |
| Mutual Advisors, LLC | 0.07% | Add +2.9% | 21,752 | $3.6M |
| SC&H Financial Advisors, Inc. | 0.47% | Add +0.2% | 21,710 | $3.6M |
| Godfrey Financial Associates, Inc. | 2.72% | Reduce -2.0% | 21,663 | $3.6M |
| M&T Bank Corp | 0.01% | No change | 21,599 | $3.5M |
| BridgePort Financial Solutions, LLC | 0.90% | Reduce -10.5% | 21,454 | $3.5M |
| Signature Resources Capital Management, LLC | 1.39% | Add +0.1% | 21,393 | $3.5M |
| SFG Wealth Management, LLC. | 1.26% | Reduce -2.2% | 21,290 | $3.5M |
| Prosperity Consulting Group, LLC | 0.13% | Reduce -3.4% | 21,220 | $3.5M |
| Tennessee Valley Asset Management Partners | 0.38% | Add +23.0% | 21,089 | $3.5M |
| Integrity Alliance, Llc. | 0.11% | Add +3.5% | 21,066 | $3.5M |
| Citizens Financial Group Inc. | 0.04% | Add +2.2% | 20,971 | $3.4M |
| LaSalle St. Investment Advisors, LLC | 0.42% | Add +5.3% | 20,860 | $3.4M |
| AdvisorNet Financial, Inc | 0.16% | Add +0.1% | 20,742 | $3.4M |
| Bogart Wealth, LLC | 0.12% | Add +38.9% | 20,557 | $3.4M |
| Maltin Wealth Management, Inc. | 1.13% | Reduce -7.6% | 20,543 | $3.4M |
| Kelly Financial Services LLC | 0.72% | Reduce -4.3% | 20,518 | $3.4M |
| Northwest Bancshares, Inc. | 0.61% | No change | 20,513 | $3.4M |
| May Hill Capital, LLC | 0.70% | Reduce -3.2% | 20,509 | $3.4M |
| Drucker Wealth 3.0, LLC | 0.53% | Reduce -20.9% | 20,477 | $3.4M |
| Range Advisory, LLC | 0.40% | Add +4.0% | 20,445 | $3.4M |
| Curi Capital, LLC | 0.05% | Add +3.1% | 20,426 | $3.4M |
| Lauterbach Financial Advisors, LLC | 1.43% | Reduce -1.7% | 20,194 | $3.3M |
| TKG Advisors, LLC | 1.15% | No change | 20,160 | $3.3M |
| Elevation Point Wealth Partners, LLC | 0.06% | Reduce -5.8% | 20,158 | $3.3M |
| Kings Path Partners LLC | 0.88% | Reduce -16.6% | 20,153 | $3.3M |
| WealthCollab, LLC | 1.19% | No change | 20,076 | $3.3M |
| Nuveen, LLC | 0.00% | New | 19,663 | $3.2M |
| Quad-Cities Investment Group, LLC | 1.16% | Add +0.6% | 19,623 | $3.2M |
| Farmers & Merchants Investments Inc. | 0.08% | Add +0.5% | 19,559 | $3.2M |
| Buttonwood Financial Advisors Inc. | 0.97% | Reduce -2.9% | 19,474 | $3.2M |
| Convergence Financial, LLC | 0.25% | Add +99.7% | 19,466 | $3.2M |
| Essex Bank | 0.69% | No change | 19,361 | $3.2M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +105.7% | 19,071 | $3.1M |
| Snider Financial Group | 0.80% | Add +0.0% | 19,104 | $3.1M |
| Calton & Associates, Inc. | 0.46% | Reduce -9.6% | 19,051 | $3.1M |
| Tranquility Partners, LLC | 1.06% | Add +0.8% | 18,766 | $3.1M |
| One Wealth Advisors, LLC | 0.34% | Reduce -0.5% | 18,744 | $3.1M |
| Financial Architects, LLC | 1.45% | No change | 18,355 | $3.0M |
| Serenus Wealth Advisors, LLC | 0.52% | Reduce -6.0% | 18,136 | $3.0M |
| Altiora Financial Group, LLC | 0.47% | Add +1.2% | 18,130 | $3.0M |
| Venturi Wealth Management, LLC | 0.12% | Reduce -1.1% | 18,129 | $3.0M |
| Sage Financial Group Inc. | 0.16% | No change | 18,108 | $3.0M |
| Insigneo Advisory Services, LLC | 0.11% | Add +4.1% | 18,038 | $3.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.4% | 17,945 | $2.9M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Reduce -7.0% | 18,067 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.1% | 17,923 | $2.9M |
| Cascade Financial Partners, LLC | 0.26% | No change | 17,902 | $2.9M |
| Cooper Financial Group | 0.24% | Reduce -5.8% | 17,821 | $2.9M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -0.3% | 17,819 | $2.9M |
| OpenArc Corporate Advisory, LLC | 0.03% | Add +18.1% | 17,815 | $2.9M |
| Great Point Wealth Advisors, LLC | 0.47% | Reduce -3.3% | 17,809 | $2.9M |
| Cahaba Wealth Management, Inc. | 0.18% | Reduce -0.0% | 17,712 | $2.9M |
| Wealth Group Ltd | 0.56% | Add +1.2% | 17,666 | $2.9M |
| Keel Point, LLC | 0.17% | No change | 17,621 | $2.9M |
| Parkwoods Wealth Partners, LLC | 0.46% | Add +2.0% | 17,613 | $2.9M |
| Mgo One Seven LLC | 0.05% | Add +15.9% | 17,513 | $2.9M |
| Archer Investment Corp | 0.55% | Add +0.0% | 17,378 | $2.9M |
| Morling Financial Advisors, LLC | 0.79% | No change | 17,367 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -0.6% | 17,348 | $2.8M |
| Stratos Wealth Advisors, LLC | 0.15% | Add +5.9% | 17,130 | $2.8M |
| Accredited Investors Inc. | 0.12% | Add +8.7% | 16,910 | $2.8M |
| Midwest Trust Co | 0.03% | Add +7.4% | 16,866 | $2.8M |
| Hamilton Capital, LLC | 0.14% | Reduce -1.1% | 16,842 | $2.8M |
| Asempa Wealth Advisors | 2.10% | Add +2.9% | 16,773 | $2.8M |
| Cardiff Park Advisors, LLC | 0.21% | Reduce -0.1% | 16,763 | $2.8M |
| Two Sigma Securities, LLC | 0.24% | New | 16,703 | $2.7M |
| Asset One Wealth Management LLC | 0.29% | Reduce -3.0% | 16,559 | $2.7M |
| Retirement Planning Group, LLC | 0.07% | Reduce -19.4% | 16,626 | $2.7M |
| Associated Banc-Corp | 0.06% | Reduce -1.6% | 16,553 | $2.7M |
| Csenge Advisory Group | 0.11% | Add +0.8% | 16,489 | $2.7M |
| Pasadena Private Wealth, LLC | 0.35% | Add +1.3% | 16,409 | $2.7M |
| Peak Financial Management, Inc. | 0.62% | Add +2.0% | 16,407 | $2.7M |
| Riverbend Wealth Management, LLC | 1.37% | Add +0.3% | 16,388 | $2.7M |
| Accurate Wealth Management, LLC | 0.26% | Reduce -27.8% | 16,151 | $2.7M |
| Cyndeo Wealth Partners, LLC | 0.13% | Add +0.7% | 16,225 | $2.7M |
| Bouvel Investment Partners, LLC | 0.60% | Add +12.3% | 16,214 | $2.7M |
| Regency Capital Management Inc.\DE | 1.05% | Reduce -4.8% | 16,028 | $2.6M |
| Tempo Wealth, LLC | 0.39% | Reduce -0.3% | 15,878 | $2.6M |
| Keybank National Association | 0.01% | Add +2.5% | 15,691 | $2.6M |
| Cherry Tree Wealth Management, LLC | 0.48% | Reduce -1.5% | 15,634 | $2.6M |
| Walkner Condon Financial Advisors LLC | 0.29% | Reduce -13.9% | 15,575 | $2.6M |
| McGlone Suttner Wealth Management, Inc. | 0.30% | No change | 15,480 | $2.5M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -1.4% | 15,459 | $2.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +0.0% | 15,446 | $2.5M |
| Keystone Financial Group, Inc. | 1.33% | Reduce -3.1% | 15,391 | $2.5M |
| Guidance Point Advisors, LLC | 0.54% | Reduce -1.2% | 15,336 | $2.5M |
| Operose Advisors LLC | 0.49% | Add +846.8% | 15,309 | $2.5M |
| Sowa Financial Group, Inc. | 1.16% | Reduce -4.1% | 15,183 | $2.5M |
| Clark Asset Management, LLC | 0.20% | Add +14.8% | 15,136 | $2.5M |
| Trivium Point Advisory, LLC | 0.23% | Add +2.5% | 15,117 | $2.5M |
| Objective Capital Management, LLC | 2.18% | Reduce -1.9% | 14,920 | $2.5M |
| Signaturefd, LLC | 0.03% | Add +0.7% | 14,757 | $2.4M |
| XY Planning Network, Inc. | 0.30% | Reduce -1.4% | 14,636 | $2.4M |
| Aaron Wealth Advisors LLC | 0.12% | Reduce -0.5% | 14,526 | $2.4M |
| Security Financial Services, INC. | 0.33% | Reduce -1.4% | 14,423 | $2.4M |
| Birch Financial Group, LLC | 1.22% | Reduce -3.4% | 14,417 | $2.4M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -17.2% | 14,361 | $2.4M |
| Wealth Effects LLC | 0.63% | Reduce -1.1% | 14,296 | $2.3M |
| Sfm, LLC | 1.20% | New | 14,284 | $2.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | No change | 14,147 | $2.3M |
| Icon Wealth Advisors, LLC | 0.14% | No change | 14,139 | $2.3M |
| Traveka Wealth, LLC | 0.77% | Reduce -0.0% | 14,081 | $2.3M |
| Compass Ion Advisors, LLC | 0.20% | Add +0.0% | 14,014 | $2.3M |
| Agf Management Ltd. | 0.01% | Reduce -2.8% | 14,000 | $2.3M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -27.1% | 13,828 | $2.3M |
| Robinson Smith Wealth Advisors LLC | 1.35% | No change | 13,764 | $2.3M |
| Westside Investment Management, Inc. | 0.29% | Add +7.1% | 13,628 | $2.2M |
| Flywheel Private Wealth LLC | 1.09% | Add +4.7% | 13,524 | $2.2M |
| Grey Ledge Advisors, LLC | 0.45% | Reduce -7.2% | 13,507 | $2.2M |
| Hobbs Group Advisors, LLC | 0.58% | Add +0.0% | 13,483 | $2.2M |
| Centerpoint Advisors, LLC | 0.63% | Reduce -20.7% | 13,452 | $2.2M |
| Axxcess Wealth Management, LLC | 0.03% | New | 13,299 | $2.2M |
| Stephenson & Company, Inc. | 1.02% | No change | 13,202 | $2.2M |
| Ameritas Advisory Services, LLC | 0.04% | Add +730.8% | 13,085 | $2.1M |
| Whitcomb & Hess, Inc. | 0.46% | Add +3.9% | 13,068 | $2.1M |
| Three Arch Wealth Management LLC | 0.33% | No change | 13,044 | $2.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.24% | Reduce -4.4% | 13,043 | $2.1M |
| Oak Barrel Wealth Advisory LLC | 0.94% | — | 12,959 | $2.1M |
| Berman McAleer LLC | 0.24% | Add +0.5% | 12,872 | $2.1M |
| Vistica Wealth Advisors, LLC | 1.82% | Reduce -13.0% | 12,819 | $2.1M |
| Parkside Investments, LLC | 0.23% | Add +2.8% | 12,770 | $2.1M |
| Box Hill Private Wealth LLC | 1.67% | Add +0.3% | 12,647 | $2.1M |
| Phillips Financial Management, LLC | 0.15% | Reduce -11.1% | 12,634 | $2.1M |
| D'Orazio & Associates, Inc. | 0.24% | Add +10.3% | 12,554 | $2.1M |
| Cary Street Partners Financial LLC | 0.04% | Add +26.4% | 12,497 | $2.1M |
| My Personal CFO, LLC | 0.79% | No change | 12,287 | $2.0M |
| Weaver Consulting Group | 0.41% | Reduce -0.3% | 12,276 | $2.0M |
| Castleview Partners, LLC | 0.88% | New | 12,233 | $2.0M |
| Gryphon Financial Partners LLC | 0.18% | Add +0.0% | 12,229 | $2.0M |
| ZWJ Investment Counsel Inc. | 0.06% | Reduce -3.9% | 12,206 | $2.0M |
| MN Wealth Advisors, LLC | 0.85% | Add +7.9% | 12,105 | $2.0M |
| Walsh & Associates, LLC | 1.62% | Add +0.2% | 12,074 | $2.0M |
| Palisade Capital Management, LP | 0.10% | Add +12.4% | 12,050 | $2.0M |
| Bill Few Associates, Inc. | 0.42% | New | 12,041 | $2.0M |
| ABLE Financial Group, LLC | 0.33% | Reduce -4.6% | 12,035 | $2.0M |
| Detalus Advisors, LLC | 0.38% | Reduce -6.6% | 12,006 | $2.0M |
| KOM Wealth Management Group, LLC | 1.18% | Reduce -6.6% | 11,887 | $2.0M |
| Pioneer Trust Bank N A | 0.44% | No change | 11,750 | $1.9M |
| Bawa N Mallick Trust | 0.62% | Add +36.0% | 11,692 | $1.9M |
| Ares Financial Consulting, LLC | 1.37% | Add +0.3% | 11,588 | $1.9M |
| MBL Wealth, LLC | 0.13% | Add +5.0% | 11,516 | $1.9M |
| Galvin, Gaustad & Stein, LLC | 0.14% | Reduce -3.2% | 11,493 | $1.9M |
| Cogent Strategic Wealth LLC | 1.80% | Add +4.6% | 11,491 | $1.9M |
| Rosenberg Matthew Hamilton | 0.35% | Reduce -0.1% | 11,480 | $1.9M |
| BlueStem Wealth Partners, LLC | 0.19% | Reduce -4.8% | 11,435 | $1.9M |
| TBH Global Asset Management, LLC | 0.34% | Add +1.7% | 11,354 | $1.9M |
| Westmount Partners, LLC | 0.41% | Add +3.8% | 11,350 | $1.9M |
| Schrum Private Wealth Management LLC | 1.90% | Reduce -35.9% | 13,303 | $1.8M |
| Beacon Financial Advisory LLC | 0.36% | Reduce -3.5% | 11,220 | $1.8M |
| Fiduciary Alliance LLC | 0.12% | Reduce -36.1% | 11,160 | $1.8M |
| Prosperity Planning, Inc. | 0.59% | Reduce -14.3% | 11,102 | $1.8M |
| Crusonia Wealth Advisors LLC | 0.30% | No change | 11,099 | $1.8M |
| ZEGA Investments, LLC | 0.30% | Reduce -1.4% | 10,988 | $1.8M |
| Invst, LLC | 0.18% | Add +565.0% | 10,972 | $1.8M |
| Legacy Advisors, LLC | 0.17% | No change | 10,867 | $1.8M |
| Clarity Asset Management, Inc. | 0.87% | Add +0.3% | 10,856 | $1.8M |
| Caliber Wealth Management, LLC / KS | 0.17% | Add +1.2% | 10,716 | $1.8M |
| Finley Financial, LLC | 0.71% | Reduce -6.0% | 10,670 | $1.8M |
| Tanglewood Legacy Advisors, LLC | 0.56% | Add +0.2% | 10,632 | $1.7M |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -32.7% | 10,628 | $1.7M |
| Marino, Stram & Associates LLC | 0.28% | No change | 10,623 | $1.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +35.6% | 10,589 | $1.7M |
| Advisortrust Partners, LLC | 0.59% | Add +8.0% | 10,587 | $1.7M |
| Clayton Financial Group LLC | 0.96% | Add +0.2% | 10,547 | $1.7M |
| Accelerate Investment Advisors LLC | 0.99% | Add +4.3% | 10,548 | $1.7M |
| Pinnacle Family Advisors, LLC | 0.72% | Reduce -1.1% | 10,482 | $1.7M |
| JDH Wealth Management, LLC | 1.05% | Reduce -1.1% | 10,476 | $1.7M |
| Somerset Trust Co | 0.48% | No change | 10,391 | $1.7M |
| NorthRock Partners, LLC | 0.02% | Reduce -8.2% | 10,350 | $1.7M |
| Smartleaf Asset Management LLC | 0.06% | No change | 10,398 | $1.7M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.11% | No change | 10,301 | $1.7M |
| Pinnacle Wealth Management Group, Inc. | 0.79% | Add +5.6% | 10,280 | $1.7M |
| Klingman & Associates, LLC | 0.07% | Reduce -2.0% | 10,267 | $1.7M |
| Institute for Wealth Management, LLC. | 0.15% | Add +12.1% | 10,256 | $1.7M |
| Visionary Wealth Advisors | 0.07% | Add +0.2% | 10,246 | $1.7M |
| First Interstate Bank | 0.09% | Reduce -18.9% | 10,168 | $1.7M |
| Signature Wealth Management Partners, LLC | 0.78% | Add +1.8% | 10,160 | $1.7M |
| Index Fund Advisors, Inc. | 0.07% | No change | 10,110 | $1.7M |
| Sovereign Financial Group, Inc. | 0.25% | Reduce -1.2% | 10,085 | $1.7M |
| Commerce Bank | 0.01% | Add +3.6% | 10,083 | $1.7M |
| Private Management Group Inc. | 0.04% | Add +0.8% | 10,075 | $1.7M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -4.1% | 10,071 | $1.7M |
| EPG Wealth Management LLC | 0.40% | Add +43.1% | 10,065 | $1.7M |
| Silver Oak Securities, Incorporated | 0.10% | Add +3.0% | 10,032 | $1.6M |
| Madison Wealth Partners, Inc | 0.21% | Add +2.7% | 10,028 | $1.6M |
| Chicago Capital, LLC | 0.04% | Add +0.0% | 9,962 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -2.1% | 9,814 | $1.6M |
| FourThought Financial Partners, LLC | 0.12% | Reduce -0.2% | 9,796 | $1.6M |
| Keener Financial Planning LLC | 0.57% | Add +52.1% | 9,760 | $1.6M |
| Cahill Financial Advisors Inc. | 0.15% | Reduce -0.5% | 9,753 | $1.6M |
| Elevated Financial Group LLC | 0.45% | Reduce -16.0% | 9,751 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.3% | 9,709 | $1.6M |
| Penobscot Wealth Management | 0.42% | Reduce -0.6% | 9,638 | $1.6M |
| Seaside Wealth Management, Inc. | 0.39% | No change | 9,610 | $1.6M |
| Wolff Wiese Magana LLC | 0.72% | No change | 9,553 | $1.6M |
| Meridian Wealth Partners, LLC | 0.19% | No change | 9,531 | $1.6M |
| JFS Wealth Advisors, LLC | 0.08% | Add +100.4% | 9,483 | $1.6M |
| Wealth Alliance, LLC | 0.13% | Reduce -6.0% | 9,478 | $1.6M |
| Legacy Solutions, LLC | 1.26% | Add +27.4% | 9,463 | $1.6M |
| Almanack Investment Partners, LLC. | 0.20% | Add +0.5% | 9,454 | $1.6M |
| Manning & Napier Advisors LLC | 0.02% | Add +18.7% | 9,521 | $1.6M |
| Aft, Forsyth & Sober, LLC | 0.48% | No change | 10,875 | $1.5M |
| Base Wealth Management LLC | 0.72% | Add +8.3% | 9,412 | $1.5M |
| Patten Group, Inc. | 0.24% | Reduce -2.1% | 9,400 | $1.5M |
| Eagle Bluffs Wealth Management LLC | 0.52% | Add +2.2% | 9,391 | $1.5M |
| Advisors Capital Management, LLC | 0.02% | Add +15.9% | 9,374 | $1.5M |
| Fielder Capital Group LLC | 0.33% | No change | 9,302 | $1.5M |
| Curated Wealth Partners LLC | 0.18% | No change | 9,301 | $1.5M |
| Colter Lewis Investment Partners LLC | 0.68% | No change | 9,284 | $1.5M |
| Sugar Maple Asset Management, LLC | 0.98% | Reduce -4.2% | 9,270 | $1.5M |
| Mather Group, Llc. | 0.01% | Add +2.7% | 9,254 | $1.5M |
| Money Concepts Capital Corp. | 0.07% | Add +5.6% | 9,252 | $1.5M |
| Baring Financial LLC | 0.84% | Add +0.9% | 9,220 | $1.5M |
| Gibson Capital, LLC | 0.25% | Add +0.0% | 9,199 | $1.5M |
| Northstar Financial Companies, Inc. | 1.02% | Add +0.1% | 9,198 | $1.5M |
| Pathway Financial Advisors LLC | 0.18% | No change | 9,200 | $1.5M |
| Focus Financial Network, Inc. | 0.05% | Reduce -0.1% | 9,139 | $1.5M |
| Wellington-Altus USA Inc. | 1.07% | Reduce -5.9% | 10,490 | $1.5M |
| Clifford Swan Investment Counsel LLC | 0.05% | Reduce -0.7% | 9,088 | $1.5M |
| Oakworth Capital, Inc. | 0.07% | No change | 9,066 | $1.5M |
| North Star Asset Management Inc. | 0.06% | Add +8.2% | 9,051 | $1.5M |
| Earned Wealth Advisors, LLC | 0.10% | Reduce -1.4% | 9,045 | $1.5M |
| Robinhood Asset Management, LLC | 0.08% | Add +18.6% | 8,971 | $1.5M |
| Mosaic Family Wealth Partners, LLC | 0.10% | No change | 8,952 | $1.5M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.0% | 8,933 | $1.5M |
| Corrado Advisors, LLC | 0.67% | Add +3.6% | 8,925 | $1.5M |
| Ascent Group, LLC | 0.04% | Reduce -0.6% | 8,882 | $1.5M |
| Evernest Financial Advisors, LLC | 0.30% | No change | 8,872 | $1.5M |
| Krilogy Financial LLC | 0.04% | Add +0.2% | 8,863 | $1.5M |
| Mayport, LLC | 0.22% | No change | 8,827 | $1.5M |
| Sprinkle Financial Consultants LLC | 0.57% | Add +0.2% | 8,804 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Reduce -21.2% | 8,741 | $1.4M |
| LexAurum Advisors, LLC | 0.17% | Reduce -0.8% | 8,662 | $1.4M |
| HUB Investment Partners, LLC | 0.03% | Add +322.8% | 8,655 | $1.4M |
| Horst & Graben Wealth Management LLC | 0.19% | Reduce -0.5% | 8,597 | $1.4M |
| Daymark Wealth Partners, LLC | 0.03% | Add +42.2% | 8,568 | $1.4M |
| Human Investing LLC | 0.18% | Add +1.5% | 8,533 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -48.6% | 8,502 | $1.4M |
| IFG Advisory, LLC | 0.05% | New | 8,378 | $1.4M |
| Invesco Ltd. | 0.00% | Reduce -1.1% | 8,366 | $1.4M |
| Pacific Capital Wealth Advisors, Inc. | 0.21% | No change | 8,311 | $1.4M |
| Symphony Financial, Ltd. Co. | 0.15% | Reduce -5.5% | 8,356 | $1.4M |
| Advyzon Investment Management, LLC | 0.10% | Reduce -6.5% | 8,185 | $1.3M |
| Atwood & Palmer Inc. | 0.07% | No change | 8,137 | $1.3M |
| Meridian Management Co. | 0.30% | No change | 8,100 | $1.3M |
| First Trust Advisors LP | 0.00% | Add +0.7% | 8,067 | $1.3M |
| Southeast Asset Advisors, LLC | 0.13% | Reduce -2.1% | 8,059 | $1.3M |
| PFG Advisors | 0.07% | Reduce -64.1% | 8,010 | $1.3M |
| Helium Advisors LLC | 1.10% | Reduce -4.1% | 7,999 | $1.3M |
| Rodgers & Associates, LTD | 0.12% | Reduce -2.2% | 7,916 | $1.3M |
| Quantify Chaos Advisors, LLC | 3.66% | Add +0.9% | 7,903 | $1.3M |
| SVB Wealth LLC | 0.08% | Reduce -1.6% | 7,901 | $1.3M |
| Sylvest Advisors, LLC | 0.58% | Reduce -0.6% | 7,871 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -0.5% | 7,859 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +7.7% | 7,850 | $1.3M |
| Fidelis Capital Partners, LLC | 0.07% | Reduce -0.2% | 7,842 | $1.3M |
| Stonekeep Investments, LLC | 0.75% | Add +0.1% | 7,825 | $1.3M |
| Cypress Wealth Services, LLC | 0.16% | Add +3.0% | 7,781 | $1.3M |
| Leading Edge Financial Planning LLC | 0.23% | Add +91.6% | 7,779 | $1.3M |
| Howe & Rusling Inc. | 0.07% | Reduce -7.3% | 7,759 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.10% | Reduce -13.1% | 7,757 | $1.3M |
| KLCM Advisors, Inc. | 0.10% | Add +2.0% | 7,720 | $1.3M |
| NWK Group, Inc. | 0.39% | No change | 7,704 | $1.3M |
| Milestone Asset Management, LLC | 0.20% | Reduce -1.3% | 7,693 | $1.3M |
| Genesis Private Wealth, LLC | 0.36% | Add +0.3% | 7,692 | $1.3M |
| Ervin Investment Management, LLC | 0.68% | Add +2.5% | 7,671 | $1.3M |
| Whitaker-Myers Wealth Managers, LTD. | 0.21% | Reduce -9.8% | 7,610 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -29.8% | 7,602 | $1.2M |
| L.K. Benson & Company, P.C. | 0.38% | Reduce -3.1% | 7,599 | $1.2M |
| Atlantic Union Bankshares Corp | 0.02% | Add +53.2% | 7,584 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | Add +0.8% | 7,553 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +73.0% | 7,572 | $1.2M |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -1.1% | 7,521 | $1.2M |
| Patten & Patten Inc. | 0.07% | No change | 7,500 | $1.2M |
| Tidal Investments LLC | 0.00% | Add +38.6% | 7,493 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +68.2% | 7,487 | $1.2M |
| IMA Advisory Services, Inc. | 0.08% | Add +73.4% | 7,484 | $1.2M |
| Fiduciary Financial Advisors | 0.12% | Add +84.6% | 7,470 | $1.2M |
| Keystone Wealth Services, LLC | 0.23% | Add +0.0% | 7,432 | $1.2M |
| San Luis Wealth Advisors LLC | 0.18% | Add +7.0% | 7,322 | $1.2M |
| Verdence Capital Advisors LLC | 0.06% | Reduce -0.0% | 7,322 | $1.2M |
| Financial Consulate, Inc. | 0.13% | Reduce -0.0% | 7,290 | $1.2M |
| Rolek Wealth Management LLC | 0.67% | Add +8.3% | 7,251 | $1.2M |
| One Day In July LLC | 0.08% | New | 7,204 | $1.2M |
| TSA Wealth Managment LLC | 0.33% | Reduce -3.2% | 7,194 | $1.2M |
| Tenet Wealth Partners, LLC | 0.88% | — | 7,269 | $1.2M |
| Avalon Trust Co | 0.07% | Reduce -8.5% | 7,146 | $1.2M |
| IFG Advisors, LLC | 0.16% | Add +0.8% | 7,084 | $1.2M |
| Orgel Wealth Management, LLC | 0.02% | Reduce -12.0% | 7,065 | $1.2M |
| Cambient Family Office, LLC | 0.14% | Add +13.7% | 7,045 | $1.2M |
| Ibex Wealth Advisors | 0.09% | Add +4.8% | 7,042 | $1.2M |
| Boston Trust Walden Corp | 0.01% | Reduce -4.5% | 7,034 | $1.2M |
| Cooper/Haims Advisors, LLC | 0.50% | No change | 7,006 | $1.2M |
| Brandywine Oak Private Wealth LLC | 0.09% | Reduce -1.2% | 7,003 | $1.2M |
| RHS Financial, LLC | 0.46% | Reduce -19.0% | 7,000 | $1.1M |
| 55 North Private Wealth, LLC | 0.23% | Add +0.1% | 6,995 | $1.1M |
| Windsor Capital Management, LLC | 0.30% | Reduce -3.5% | 6,941 | $1.1M |
| Elevation Wealth Management LLC | 0.85% | Reduce -0.7% | 6,920 | $1.1M |
| Foundry Financial LLC | 0.38% | Reduce -2.4% | 6,907 | $1.1M |
| Capital City Trust Co. | 0.23% | Reduce -1.3% | 6,900 | $1.1M |
| Cadence Wealth Management LLC | 0.51% | Add +20.5% | 6,895 | $1.1M |
| Rialto Wealth Management, LLC | 0.22% | Add +222.1% | 6,893 | $1.1M |
| Albion Financial Group | 0.07% | No change | 6,885 | $1.1M |
| First American Trust, FSB | 0.07% | Reduce -2.5% | 6,863 | $1.1M |
| Advisor OS, LLC | 0.08% | Add +5.7% | 6,846 | $1.1M |
| Global View Capital Management LLC | 0.23% | Reduce -18.6% | 6,779 | $1.1M |
| Zacks Investment Management | 0.01% | Add +11.3% | 6,776 | $1.1M |
| Traynor Capital Management, Inc. | 0.05% | New | 6,767 | $1.1M |
| Chesley Taft & Associates LLC | 0.04% | Add +3.3% | 6,758 | $1.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.11% | Reduce -5.3% | 6,717 | $1.1M |
| HCR Wealth Advisors | 0.10% | No change | 6,716 | $1.1M |
| DMC Group, LLC | 0.75% | New | 6,706 | $1.1M |
| Grange Capital, LLC | 1.01% | Reduce -7.8% | 6,653 | $1.1M |
| SHP Wealth Management | 0.08% | Add +6.4% | 6,649 | $1.1M |
| WealthPlan Investment Management, LLC | 0.05% | Add +0.2% | 6,645 | $1.1M |
| Bond & Devick Financial Network, Inc. | 0.27% | Add +2.8% | 6,613 | $1.1M |
| GHP Investment Advisors, Inc. | 0.04% | Add +1.4% | 6,605 | $1.1M |
| EJMK Ventures LLC | 0.49% | Add +13.7% | 6,604 | $1.1M |
| Soundwatch Capital LLC | 0.12% | No change | 6,604 | $1.1M |
| Aspiring Ventures, LLC | 0.29% | No change | 6,586 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.04% | Add +35.9% | 6,572 | $1.1M |
| Spire Wealth Management | 0.03% | Add +0.3% | 6,559 | $1.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.20% | Add +0.1% | 6,455 | $1.1M |
| WealthShield Partners, LLC | 0.16% | Reduce -12.1% | 6,387 | $1.0M |
| Truefg, LLC | 0.24% | Add +0.3% | 6,379 | $1.0M |
| Outlook Wealth Advisors, LLC | 0.23% | Add +0.0% | 6,371 | $1.0M |
| Winter & Associates, Inc. | 0.78% | Reduce -18.7% | 6,311 | $1.0M |
| Downshift Financial, LLC | 0.47% | Add +0.0% | 6,298 | $1.0M |
| Bison Wealth, LLC | 0.10% | Add +0.2% | 6,266 | $1.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.16% | No change | 6,293 | $1.0M |
| Evanson Financial, LLC | 0.05% | — | 6,256 | $1.0M |
| Balentine LLC | 0.04% | No change | 6,243 | $1.0M |
| Fiduciary Advisors, Inc. | 0.69% | Reduce -3.0% | 6,225 | $1.0M |
| Meitav Investment House Ltd. | 0.01% | New | 5,967 | $1.0M |
| Hancock Whitney Corp. | 0.02% | Add +9.5% | 6,182 | $1.0M |
| MSH Capital Advisors LLC | 0.18% | Add +9.5% | 6,178 | $1.0M |
| Retiremitten Financial LLC | 0.42% | Add +0.0% | 6,092 | $1.0M |
| True North Advisors, LLC | 0.10% | Add +7.0% | 6,080 | $999K |
| Calamos Wealth Management LLC | 0.03% | Reduce -5.4% | 6,065 | $996K |
| One Capital Management, LLC | 0.03% | No change | 6,994 | $996K |
| ATLas Financial Planning LLC | 0.81% | No change | 6,050 | $994K |
| Adkins Seale Capital Management LLC | 0.88% | No change | 6,000 | $986K |
| Parsons Capital Management Inc. | 0.04% | Reduce -0.1% | 5,991 | $984K |
| QRG Capital Management, Inc. | 0.01% | Add +43.1% | 5,980 | $982K |
| Bluespring Wealth Management, LLC | 0.02% | New | 5,972 | $981K |
| Roundview Capital LLC | 0.05% | Add +3.6% | 5,971 | $981K |
| Brio Consultants, LLC | 0.11% | No change | 5,969 | $981K |
| Retirement Investment Advisors, Inc. | 0.07% | Reduce -1.1% | 5,971 | $980K |
| SageView Advisory Group, LLC | 0.03% | Add +0.1% | 5,904 | $970K |
| Gemmer Asset Management LLC | 0.07% | Add +0.2% | 5,896 | $969K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 5,894 | $967K |
| Rothschild Wealth LLC | 0.08% | Add +15.4% | 5,882 | $966K |
| Independent Advisor Alliance | 0.02% | Reduce -86.4% | 5,863 | $963K |
| Squarepoint Ops LLC | 0.00% | New | 5,845 | $960K |
| Kintra Wealth, LLC | 0.05% | Add +138.3% | 5,619 | $959K |
| Fisher Asset Management | 0.00% | Add +41.4% | 5,830 | $958K |
| National Bank of Canada | 0.00% | Add +65.5% | 5,920 | $958K |
| KERR FINANCIAL PLANNING Corp | 1.07% | Reduce -1.3% | 5,818 | $956K |
| JHP Wealth Management, LLC | 0.78% | New | 5,806 | $954K |
| Gilliland Jeter Wealth Management LLC | 0.25% | Add +43.5% | 5,801 | $953K |
| WJ Wealth Management, LLC | 0.38% | Reduce -0.1% | 5,800 | $953K |
| Wilkins Miller Wealth Management, LLC | 0.52% | Reduce -2.6% | 5,777 | $949K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.1% | 5,776 | $947K |
| Larson Financial Group LLC | 0.02% | Reduce -1.6% | 5,755 | $945K |
| Geometric Wealth Advisors | 0.10% | Add +1.8% | 5,742 | $943K |
| Cypress Capital Group | 0.09% | No change | 5,729 | $941K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -1.9% | 5,721 | $940K |
| McClarren Financial Advisors, Inc. | 0.49% | Add +1.4% | 5,720 | $940K |
| BCS Wealth Management | 0.17% | No change | 5,695 | $936K |
| Client 1ST Advisory Group, LLC | 0.25% | No change | 5,680 | $933K |
| Basso Capital Management, L.P. | 0.23% | Add +71.4% | 5,678 | $933K |
| Biltmore Family Office, LLC | 0.12% | No change | 5,673 | $932K |
| Sound Stewardship, LLC | 0.38% | Reduce -1.1% | 5,652 | $928K |
| Beckerman Institutional, LLC | 0.44% | Reduce -2.8% | 5,636 | $926K |
| Chapin Davis, Inc. | 0.16% | Add +0.6% | 5,628 | $925K |
| Ofc Financial Planning, LLC | 0.81% | Add +1.9% | 5,584 | $917K |
| Ewa, LLC | 0.17% | Add +88.0% | 5,581 | $917K |
| Wesbanco Bank Inc. | 0.02% | Add +1.9% | 5,569 | $915K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -8.7% | 5,569 | $915K |
| Nabity-Jensen Investment Management Inc | 0.56% | No change | 5,566 | $914K |
| Davis R M Inc. | 0.01% | No change | 5,560 | $913K |
| 5T Wealth, LLC | 0.34% | Reduce -12.3% | 5,549 | $912K |
| Thrive Wealth Management, LLC | 0.12% | Reduce -0.6% | 5,540 | $910K |
| Deutsche Bank AG | 0.00% | No change | 5,500 | $903K |
| Kavar Capital Partners Group, LLC | 0.11% | Reduce -1.8% | 5,497 | $903K |
| Inman Jager Wealth Management, LLC | 0.48% | Add +0.0% | 5,482 | $901K |
| Professional Financial Advisors, LLC | 0.16% | Reduce -33.8% | 5,479 | $900K |
| Main Street Financial Solutions, LLC | 0.06% | Add +56.4% | 5,476 | $899K |
| Pacific Park Financial, Inc. | 0.52% | Reduce -11.2% | 5,466 | $898K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +15.2% | 5,465 | $898K |
| Successful Portfolios LLC | 0.42% | Add +1.1% | 5,412 | $896K |
| Capital Advisors Inc. | 0.01% | Add +0.4% | 5,404 | $888K |
| Watershed Private Wealth LLC | 0.25% | Reduce -11.4% | 5,403 | $888K |
| XML Financial, LLC | 0.06% | Add +5.2% | 5,385 | $885K |
| CGN Advisors LLC | 0.06% | Reduce -3.6% | 5,352 | $879K |
| Optivise Advisory Services LLC | 0.45% | Reduce -1.8% | 5,351 | $879K |
| Whittier Trust Co. | 0.01% | No change | 5,295 | $874K |
| Falcon Wealth Planning | 0.06% | Add +0.2% | 5,313 | $873K |
| Penney Financial, LLC | 0.30% | No change | 5,246 | $862K |
| Aprio Wealth Management, LLC | 0.04% | Add +97.6% | 5,235 | $860K |
| Regal Investment Advisors LLC | 0.04% | Reduce -9.2% | 5,227 | $859K |
| Northeast Investment Management | 0.03% | No change | 5,217 | $857K |
| Tompkins Financial Corp. | 0.06% | No change | 5,160 | $848K |
| WealthBridge Capital Management, LLC | 0.17% | Add +4.2% | 5,112 | $840K |
| VeraBank, N.A. | 0.14% | Reduce -10.7% | 5,094 | $837K |
| KPP Advisory Services LLC | 0.11% | Add +0.7% | 5,079 | $834K |
| Keb Asset Management, LLC | 0.14% | No change | 5,079 | $834K |
| Mainsail Financial Group, LLC | 0.28% | New | 5,062 | $832K |
| Pettinga Financial Advisors LLC | 0.13% | Add +0.2% | 5,042 | $828K |
| Quarry Hill Advisors, LLC | 0.32% | No change | 5,041 | $828K |
| Sharp Wealth Advisory, LLC | 0.38% | No change | 5,025 | $825K |
| Forum Financial Management, LP | 0.01% | Add +58.4% | 4,998 | $821K |
| 1834 Investment Advisors Co. | 0.09% | No change | 4,995 | $821K |
| Harbor Investment Advisory, LLC | 0.06% | Reduce -8.3% | 4,978 | $818K |
| Petros Family Wealth, LLC | 0.50% | Reduce -0.9% | 4,973 | $817K |
| DAVENPORT & Co LLC | 0.00% | Add +5.3% | 4,972 | $817K |
| TrustWell Financial Advisors, LLC | 0.69% | Add +13.4% | 4,949 | $813K |
| Waldron Private Wealth LLC | 0.03% | Reduce -0.5% | 4,937 | $811K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -5.0% | 4,932 | $810K |
| Power Wealth Management LLC | 0.28% | Add +10.6% | 4,905 | $806K |
| Poinciana Advisors Group, LLC | 0.60% | Reduce -3.5% | 4,903 | $805K |
| Align Financial, LLC | 0.40% | No change | 4,880 | $802K |
| Opus Financial Solutions LLC | 0.64% | New | 4,870 | $800K |
| Cambridge Financial Group, LLC | 0.25% | No change | 4,850 | $797K |
| Cadent Capital Advisors, LLC | 0.16% | No change | 4,839 | $795K |
| American National Bank & Trust | 0.07% | No change | 4,812 | $790K |
| Traphagen Investment Advisors LLC | 0.06% | Reduce -14.6% | 4,803 | $789K |
| FSM Wealth Advisors, LLC | 0.08% | No change | 4,802 | $789K |
| Arista Wealth Management, LLC | 0.09% | Reduce -16.5% | 4,796 | $788K |
| Brookwood Investment Group LLC | 0.09% | Reduce -1.2% | 4,787 | $786K |
| Adams Wealth Management | 0.15% | Reduce -9.3% | 4,760 | $782K |
| CacheTech Inc. | 0.13% | Reduce -9.3% | 4,760 | $782K |
| River Street Advisors LLC | 0.23% | Reduce -2.4% | 4,746 | $780K |
| Wealth Alliance Advisory Group, LLC | 0.11% | Add +38.4% | 4,740 | $779K |
| Arta Finance Wealth Management LLC | 0.33% | Add +24.0% | 4,735 | $778K |
| Madden Advisory Services, Inc. | 0.28% | Reduce -3.2% | 4,730 | $777K |
| ForthRight Wealth Management, LLC | 0.20% | Reduce -0.8% | 4,669 | $767K |
| Strategies Wealth Advisors, LLC | 0.07% | Add +24.6% | 4,667 | $767K |
| Awm Capital, LLC | 0.06% | Add +0.2% | 4,660 | $766K |
| Tarbox Family Office, Inc. | 0.11% | Reduce -1.2% | 4,656 | $765K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Reduce -0.5% | 4,643 | $763K |
| Hilltop Partners LLC | 0.18% | No change | 4,627 | $760K |
| Financial Alternatives, Inc | 0.37% | No change | 4,610 | $757K |
| CFO4Life Group, LLC | 0.10% | No change | 4,600 | $756K |
| APS Management Group, Inc. | 0.58% | No change | 4,578 | $752K |
| Eaton-Cambridge Inc. | 0.21% | Add +9.6% | 4,565 | $750K |
| Birchcreek Wealth Management, LLC | 0.29% | Reduce -14.2% | 4,554 | $748K |
| Northstar Advisory Group, LLC | 0.23% | New | 4,516 | $742K |
| Noble Wealth Partners LLC | 0.64% | — | 4,515 | $742K |
| West Bancorporation Inc. | 0.32% | No change | 4,513 | $741K |
| Aire Advisors, LLC | 0.12% | Reduce -2.0% | 4,474 | $735K |
| Goldenstone Wealth Management LLC | 0.48% | Add +140.3% | 4,473 | $735K |
| Cambria Investment Management, L.P. | 0.04% | New | 4,440 | $729K |
| Next Level Private LLC | 0.14% | Add +0.3% | 4,423 | $727K |
| German American Bancorp, Inc. | 0.05% | No change | 4,420 | $726K |
| CoreCap Advisors, LLC | 0.02% | Add +23.1% | 4,407 | $724K |
| Salem Investment Counselors Inc. | 0.02% | No change | 4,380 | $720K |
| Zullo Investment Group, Inc. | 0.24% | Reduce -0.1% | 4,360 | $716K |
| Panoramic Investment Advisors, LLC | 0.34% | Reduce -0.4% | 4,357 | $716K |
| Guidance Capital, Inc. | 0.15% | Add +46.8% | 4,338 | $714K |
| Marble Wealth, LLC | 0.11% | Add +0.3% | 4,343 | $713K |
| Integrity Advisory Solutions, LLC | 0.07% | Add +28.7% | 4,322 | $710K |
| C M Bidwell & Associates Ltd. | 0.29% | No change | 4,318 | $709K |
| Benjamin Edwards Inc. | 0.01% | Add +15.1% | 4,303 | $707K |
| Golden State Wealth Management, LLC | 0.06% | Add +5.7% | 4,284 | $704K |
| Nemes Rush Group LLC | 0.06% | Reduce -13.3% | 4,274 | $702K |
| GAMMA Investing LLC | 0.03% | Reduce -0.4% | 4,242 | $697K |
| Waterloo Capital, L.P. | 0.04% | New | 4,231 | $695K |
| Bantamac Capital, LLC | 0.49% | No change | 4,214 | $692K |
| Elevation Wealth Partners, LLC | 0.21% | Reduce -0.4% | 4,209 | $691K |
| First Fiduciary Investment Counsel, Inc. | 0.13% | Add +72.0% | 4,208 | $691K |
| Clear Point Advisors Inc. | 0.61% | New | 4,203 | $690K |
| Arlington Trust Co LLC | 0.06% | Add +11.3% | 4,201 | $690K |
| Qube Research & Technologies Ltd | 0.00% | Add +61.2% | 4,199 | $690K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +0.0% | 4,181 | $687K |
| VERITY Wealth Advisors | 0.41% | No change | 4,165 | $684K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -17.7% | 4,165 | $684K |
| Exit Wealth Advisors, LLC. | 0.31% | Reduce -11.7% | 4,161 | $683K |
| TCI Wealth Advisors, Inc. | 0.03% | No change | 4,159 | $683K |
| Sharkey, Howes & Javer | 0.08% | No change | 4,148 | $681K |
| Asset Allocation & Management Company, LLC | 0.22% | No change | 4,143 | $681K |
| Integras Partners LLC | 0.38% | Reduce -1.6% | 4,142 | $680K |
| William Howard & Co Financial Advisors Inc | 0.53% | Add +5.3% | 4,139 | $680K |
| GEN Financial Management, INC. | 0.41% | No change | 4,137 | $680K |
| IFC Advisors LLC | 0.09% | Reduce -0.2% | 4,115 | $676K |
| American Trust | 0.05% | Reduce -5.1% | 4,112 | $675K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.10% | Reduce -0.1% | 4,106 | $674K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -0.7% | 4,076 | $670K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +172.9% | 4,075 | $669K |
| Sei Investments Co. | 0.00% | Add +38.0% | 4,071 | $669K |
| Magnolia Private Wealth, LLC | 0.37% | Reduce -58.8% | 4,071 | $669K |
| Ayrshire Capital Management LLC | 0.31% | Add +9.4% | 4,029 | $662K |
| Stonebridge Financial Group, LLC | 0.05% | Reduce -0.6% | 4,012 | $659K |
| Faithward Advisors, LLC | 0.08% | No change | 4,004 | $658K |
| First Manhattan Co. Llc. | 0.00% | Reduce -14.9% | 4,002 | $657K |
| Cornerstone Planning, LLC | 0.15% | Reduce -0.1% | 4,002 | $657K |
| Cornerstone Financial Management LLC | 0.53% | No change | 4,000 | $657K |
| Strategic Financial Services, Inc. | 0.03% | No change | 3,988 | $655K |
| Sfmg, LLC | 0.04% | Reduce -47.6% | 3,948 | $649K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.9% | 3,944 | $648K |
| Trinity Financial Advisors LLC | 0.17% | Add +7.0% | 3,941 | $647K |
| Kickstand Ventures, Llc. | 0.12% | Add +1.1% | 3,938 | $647K |
| PW Nova Financial Services LLC | 0.14% | No change | 3,933 | $646K |
| Eq LLC | 0.16% | Add +0.0% | 3,933 | $646K |
| Stone Summit Wealth LLC | 0.16% | Add +1.2% | 3,915 | $643K |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -22.0% | 3,915 | $643K |
| Cooke Wealth Management, LLC | 0.53% | Reduce -27.0% | 3,910 | $642K |
| CX Institutional | 0.02% | Reduce -0.4% | 3,905 | $641K |
| Kiley Juergens Wealth Management, LLC | 0.10% | Add +0.6% | 3,888 | $639K |
| NTV Asset Management LLC | 0.06% | Add +5.0% | 3,880 | $637K |
| Frisch Financial Group, Inc. | 0.11% | No change | 3,873 | $636K |
| Milestone Asset Management Group, LLC | 0.32% | Add +0.1% | 3,847 | $632K |
| Tradewinds Capital Management, LLC | 0.11% | No change | 3,847 | $632K |
| Pinnacle Associates Ltd. | 0.01% | Add +9.3% | 3,838 | $630K |
| Wealthcare Capital Partners, LLC | 0.26% | Add +11.4% | 3,828 | $629K |
| Farnam Financial LLC | 0.46% | No change | 3,823 | $628K |
| Confluence Wealth Services, Inc. | 0.02% | Add +87.0% | 3,814 | $627K |
| Twin Peaks Wealth Advisors, LLC | 0.14% | Add +78.5% | 3,809 | $626K |
| Rockwood Wealth Management, LLC | 0.04% | Add +17.6% | 3,801 | $624K |
| Two Sigma Investments, LP | 0.00% | No change | 3,800 | $624K |
| Cullen Investment Group, LTD. | 0.08% | Add +0.5% | 3,793 | $623K |
| Denver Wealth Management, Inc. | 0.18% | Add +5.7% | 3,791 | $623K |
| Rossmore Private Capital | 0.05% | Reduce -8.5% | 3,775 | $620K |
| Cordant, Inc. | 0.22% | Reduce -0.1% | 3,773 | $620K |
| Wetzel Investment Advisors, Inc. | 0.21% | Reduce -13.8% | 3,763 | $618K |
| Comprehensive Financial Planning, Inc. | 0.33% | Add +0.3% | 3,754 | $617K |
| Solidarity Wealth, LLC | 0.11% | Add +0.2% | 3,754 | $617K |
| Aureus Asset Management, LLC | 0.04% | Add +45.0% | 3,716 | $610K |
| Raffa Wealth Management, LLC | 0.08% | Reduce -26.1% | 3,714 | $610K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,712 | $610K |
| Culbertson A N & Co. Inc. | 0.07% | No change | 3,695 | $607K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -2.6% | 3,693 | $607K |
| Sovran Advisors, LLC | 0.04% | No change | 3,715 | $604K |
| Financial Strategies Group, Inc. | 0.10% | Reduce -10.2% | 3,673 | $603K |
| McNaughton Wealth Management, LLC | 0.21% | Reduce -3.7% | 3,662 | $602K |
| Carl P. Sherr & Co., LLC | 0.25% | Reduce -6.4% | 3,659 | $601K |
| JT Stratford LLC | 0.07% | New | 3,657 | $601K |
| Harbor Group, Inc. | 0.07% | Reduce -6.6% | 3,650 | $600K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,608 | $593K |
| Piedmont Capital Management, LLC | 0.36% | No change | 3,591 | $590K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -6.8% | 3,584 | $589K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -1.2% | 3,583 | $589K |
| Laurel Wealth Advisors LLC | 0.06% | No change | 3,580 | $588K |
| Genesis Wealth Advisors, LLC | 0.35% | Reduce -7.2% | 3,564 | $585K |
| Financial Freedom, LLC | 0.27% | No change | 3,523 | $579K |
| KKM Financial LLC | 0.08% | No change | 3,510 | $577K |
| LPWM LLC | 0.13% | Reduce -2.2% | 3,509 | $576K |
| Latitude Advisors, LLC | 0.23% | Add +0.3% | 3,507 | $576K |
| YANKCOM Partnership | 0.21% | No change | 3,500 | $575K |
| Avid Wealth Partners LLC | 0.28% | Reduce -3.6% | 3,498 | $575K |
| Crewe Advisors LLC | 0.04% | Add +0.2% | 3,488 | $573K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 3,471 | $570K |
| Busey Bank | 0.01% | No change | 3,469 | $570K |
| Onyx Bridge Wealth Group LLC | 0.05% | No change | 3,468 | $570K |
| PCM Encore, LLC | 0.10% | Add +27.0% | 3,459 | $568K |
| PGIM Custom Harvest LLC | 0.01% | Add +1.4% | 3,452 | $567K |
| Norden Group LLC | 0.05% | Reduce -10.1% | 3,451 | $567K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -2.3% | 3,422 | $562K |
| Colonial Trust Co / SC | 0.07% | Reduce -3.8% | 3,421 | $562K |
| W.H. Cornerstone Investments Inc. | 0.32% | Add +0.3% | 3,418 | $562K |
| Echo45 Advisors LLC | 0.29% | No change | 3,409 | $560K |
| AMG National Trust Bank | 0.01% | Reduce -62.6% | 3,409 | $560K |
| Victory Financial Group, LLC | 0.06% | Add +11.1% | 3,404 | $559K |
| MKD Wealth Coaches, LLC | 0.48% | No change | 3,394 | $558K |
| AF Advisors, Inc. | 0.27% | No change | 3,379 | $555K |
| Sunpointe, LLC | 0.16% | Add +0.2% | 3,366 | $553K |
| Lawood & Co. | 0.37% | Reduce -11.5% | 3,359 | $552K |
| Johnson Financial Group, Inc. | 0.02% | No change | 3,357 | $551K |
| Salomon & Ludwin, LLC | 0.05% | No change | 3,351 | $550K |
| Principle Wealth Partners LLC | 0.03% | Add +0.1% | 3,338 | $548K |
| Verus Capital Partners, LLC | 0.03% | Add +0.0% | 3,334 | $548K |
| Level Financial Advisors | 0.12% | Add +0.1% | 3,318 | $545K |
| Wallace Capital Management Inc. | 0.06% | New | 3,300 | $542K |
| National Wealth Management Group, LLC | 0.17% | Add +0.2% | 3,292 | $541K |
| HHM Wealth Advisors, LLC | 0.05% | Add +143.5% | 3,277 | $538K |
| Marietta Wealth Management, LLC | 0.05% | Add +7.2% | 3,245 | $533K |
| Wealth Dimensions Group, Ltd. | 0.10% | Add +87.1% | 3,240 | $532K |
| MJP Associates Inc. | 0.06% | Add +27.7% | 3,239 | $532K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -4.8% | 3,232 | $531K |
| Norris Perne & French LLP | 0.02% | No change | 3,224 | $530K |
| Hopwood Nicholas Hunter | 0.14% | Add +0.3% | 3,216 | $528K |
| Liberty Wealth Management LLC | 0.07% | No change | 3,701 | $527K |
| Huntington National Bank | 0.00% | New | 3,200 | $526K |
| Townsend Financial Planning, LLC | 0.46% | Add +0.6% | 3,197 | $525K |
| TritonPoint Partners, LLC | 0.04% | Reduce -34.3% | 3,179 | $522K |
| Rik Saylor Financial, Inc. | 0.35% | Reduce -1.7% | 3,179 | $522K |
| ONE Advisory Partners, LLC | 0.14% | Reduce -0.1% | 3,151 | $518K |
| PUREfi Wealth, LLC | 0.28% | Add +5.7% | 3,118 | $512K |
| Avion Wealth | 0.09% | No change | 3,107 | $510K |
| Powerhouse Assets LLC | 0.41% | No change | 3,103 | $510K |
| Childress Capital Advisors, LLC | 0.08% | No change | 3,100 | $509K |
| Strait & Sound Wealth Management LLC | 0.18% | Reduce -17.0% | 3,094 | $508K |
| McGuire Investment Group, LLC | 0.04% | Add +6.7% | 3,071 | $504K |
| Wellspring Financial Advisors, LLC | 0.03% | Add +0.3% | 3,059 | $502K |
| Vicus Capital | 0.03% | Reduce -6.7% | 3,057 | $502K |
| Pioneer Wealth Management Group | 0.12% | Reduce -23.1% | 3,055 | $502K |
| Bauman Advisory Group, LLC | 0.27% | Reduce -3.9% | 3,052 | $501K |
| Cadinha & Co. LLC | 0.07% | Add +10.1% | 3,051 | $501K |
| Inscription Capital, LLC | 0.04% | Reduce -6.3% | 3,046 | $500K |
| Pursue Wealth Partners LLC | 0.28% | No change | 3,045 | $500K |
| Warren Street Wealth Advisors, LLC | 0.11% | No change | 3,043 | $500K |
| Old National Bancorp | 0.01% | Add +18.6% | 3,033 | $498K |
| Radnor Capital Management, LLC | 0.07% | No change | 3,011 | $495K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.3% | 2,980 | $490K |
| Live Oak Private Wealth LLC | 0.06% | No change | 2,955 | $485K |
| Woodward Financial Advisors, Inc. | 0.16% | — | 2,953 | $485K |
| Miller Capital Partners, Inc. | 0.19% | Add +3.0% | 2,935 | $482K |
| Silverlake Wealth Management LLC | 0.09% | Reduce -1.0% | 2,924 | $480K |
| International Assets Investment Management, LLC | 0.03% | Add +3.4% | 2,921 | $479K |
| Dunhill Financial, LLC | 0.10% | Add +0.1% | 2,915 | $479K |
| Haverford Trust Co | 0.00% | Reduce -2.1% | 2,901 | $477K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | Reduce -0.6% | 2,897 | $476K |
| Vista Capital Partners, Inc. | 0.04% | Add +0.5% | 2,888 | $474K |
| Diversified Trust Co. | 0.01% | Reduce -9.6% | 2,887 | $474K |
| Trust Co. of Toledo NA | 0.04% | No change | 2,881 | $473K |
| W Advisors, LLC | 0.21% | Add +0.1% | 2,878 | $473K |
| Seldon Capital LP | 0.15% | No change | 2,876 | $472K |
| Integrated Wealth Management | 0.50% | Reduce -2.1% | 2,862 | $470K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +3660.5% | 2,858 | $469K |
| Carbahal Olsen Financial Services Group, LLC | 0.32% | Reduce -2.1% | 2,831 | $465K |
| Carnegie Investment Counsel | 0.01% | Reduce -0.9% | 2,826 | $464K |
| Simplicity Wealth,LLC | 0.02% | Reduce -7.6% | 2,824 | $464K |
| Great Waters Wealth Management | 0.04% | Reduce -2.7% | 2,822 | $464K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 2,809 | $461K |
| Alaethes Wealth, LLC | 0.13% | No change | 2,805 | $461K |
| Tradewinds, LLC. | 0.10% | Add +3155.8% | 54,209 | $459K |
| Planning Alternatives Ltd. | 0.05% | Add +3.3% | 2,790 | $458K |
| Greenhouse Wealth Management, LLC | 0.32% | Add +0.3% | 2,777 | $456K |
| Barnes Pettey Financial Advisors, LLC | 0.14% | Add +4.6% | 2,760 | $453K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 2,758 | $453K |
| Greatmark Investment Partners, Inc. | 0.05% | Add +0.3% | 2,750 | $452K |
| Old Second National Bank of Aurora | 0.08% | Add +3.4% | 2,742 | $450K |
| DecisionMap Wealth Management, LLC | 0.25% | Add +0.1% | 2,738 | $450K |
| Klingenstein Fields & Co. LP | 0.02% | Reduce -27.2% | 2,727 | $448K |
| Capstone Wealth Management, LLC | 0.21% | Reduce -1.8% | 2,717 | $446K |
| Darden Wealth Group Inc | 0.18% | Reduce -0.7% | 2,702 | $444K |
| Sincerus Advisory, LLC | 0.30% | Add +0.1% | 2,701 | $444K |
| Transamerica Financial Advisors, LLC | 0.04% | Add +1087.7% | 2,696 | $443K |
| Sensible Money, LLC | 0.12% | Add +13.2% | 2,672 | $439K |
| Financial Symmetry Inc | 0.15% | No change | 2,666 | $438K |
| Schiavi & Co LLC | 0.12% | Add +0.9% | 2,666 | $438K |
| Compton Financial Group, LLC | 0.08% | No change | 2,645 | $434K |
| Cozad Asset Management Inc. | 0.03% | Reduce -10.7% | 2,630 | $432K |
| BAM Wealth Management, LLC | 0.27% | Reduce -2.0% | 2,629 | $432K |
| Xcelsior Advisor Partners LLC | 0.06% | Add +29.6% | 2,628 | $432K |
| OLIO Financial Planning | 0.11% | Reduce -7.8% | 2,624 | $431K |
| Sterling Investment Advisors LLC | 0.19% | Reduce -1.0% | 2,620 | $430K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | Add +0.4% | 2,619 | $430K |
| Oath Planning, LLC | 0.32% | Reduce -0.8% | 2,619 | $430K |
| Collective Family Office LLC | 0.09% | Reduce -0.5% | 2,609 | $429K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 2,605 | $428K |
| Integris Wealth Management, LLC | 0.09% | No change | 2,604 | $428K |
| InTrack Investment Management Inc | 0.21% | No change | 2,600 | $427K |
| Davidson Trust Co. | 0.17% | No change | 2,593 | $426K |
| Shepherd Financial Partners LLC | 0.04% | No change | 2,590 | $425K |
| Northstar Group, Inc. | 0.06% | No change | 2,588 | $425K |
| Compass Wealth Management LLC | 0.08% | New | 2,569 | $422K |
| NovaPoint Capital, LLC | 0.09% | New | 2,568 | $422K |
| Sachetta, LLC | 0.20% | New | 2,568 | $422K |
| Entrust Financial LLC | 0.27% | Add +0.2% | 2,544 | $418K |
| Ruggiero Investments, Inc. | 0.35% | Add +17.4% | 2,543 | $418K |
| Barrett & Company, Inc. | 0.12% | Add +8.5% | 2,541 | $417K |
| A4 Wealth Advisors LLC | 0.28% | Add +5.4% | 2,539 | $417K |
| Regions Financial Corp. | 0.00% | Reduce -8.1% | 2,537 | $417K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -7.0% | 2,536 | $417K |
| Old Mission Investment Co LLC | 0.09% | Reduce -6.0% | 2,532 | $416K |
| Root Financial Partners, LLC | 0.02% | Reduce -38.9% | 2,519 | $414K |
| Five Oceans Advisors | 0.13% | Reduce -4.2% | 2,514 | $413K |
| Shira Ridge Wealth Management | 0.14% | Reduce -3.6% | 2,505 | $411K |
| Penn Davis McFarland Inc. | 0.04% | No change | 2,500 | $411K |
| Ascent Wealth Partners, LLC | 0.04% | No change | 2,493 | $410K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 2,482 | $408K |
| Atticus Wealth Management, LLC | 0.10% | Add +0.1% | 2,478 | $407K |
| Lanark Financial, Inc. | 0.03% | Reduce -2.1% | 2,476 | $407K |
| Accredited Investor Services, LLC | 0.23% | Reduce -3.8% | 2,474 | $406K |
| Eagle Rock Investment Company, LLC | 0.05% | No change | 2,474 | $406K |
| PFW Advisors LLC | 0.12% | No change | 2,465 | $405K |
| Tidemark, LLC | 0.09% | Add +6.9% | 2,458 | $404K |
| Cedarwood Wealth LLC | 0.30% | Reduce -0.8% | 2,452 | $403K |
| Gradient Investments LLC | 0.01% | Add +22.3% | 2,450 | $402K |
| CRA Financial Services, LLC | 0.05% | Add +2.8% | 2,434 | $400K |
| Gutierrez Wealth Advisory, LLC | 0.23% | Add +0.3% | 2,430 | $399K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.3% | 2,428 | $398K |
| Curtis Wealth Management LLC | 0.34% | Add +8.4% | 2,421 | $398K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | No change | 2,412 | $396K |
| ARS Investment Partners, LLC | 0.02% | No change | 2,409 | $396K |
| Prudent Investors Network, Inc. | 0.08% | No change | 2,407 | $395K |
| Carter Financial Group, INC. | 0.20% | Reduce -3.3% | 2,402 | $395K |
| Smithbridge Asset Management Inc. | 0.05% | No change | 2,400 | $394K |
| Tortuga Wealth Management, Inc | 0.30% | Add +5.6% | 2,396 | $394K |
| Burk Holdings LLC | 0.14% | Add +85.8% | 2,382 | $391K |
| Encompass Wealth Advisors, LLC | 0.12% | Reduce -1.7% | 2,374 | $390K |
| Nadler Financial Group, Inc. | 0.03% | No change | 2,372 | $390K |
| Ruggaard & Associates LLC | 0.14% | Reduce -1.4% | 2,367 | $389K |
| Garde Capital, Inc. | 0.02% | Add +0.0% | 2,366 | $389K |
| Cauble & Harre Wealth Management, Inc. | 0.31% | No change | 2,360 | $388K |
| Mengis Capital Management, Inc. | 0.06% | Add +3.5% | 2,358 | $387K |
| Wealthgarden F.S. LLC | 0.22% | Reduce -0.1% | 2,352 | $386K |
| Richards, Merrill & Peterson, Inc. | 0.12% | No change | 2,350 | $386K |
| Mitchell Sinkler & Starr | 0.16% | No change | 2,345 | $385K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 2,339 | $384K |
| Southern Capital Advisors, LLC | 0.16% | Add +19.2% | 2,338 | $384K |
| Appleton Partners Inc. | 0.02% | Reduce -0.6% | 2,339 | $384K |
| Principia Wealth Advisory, LLC | 0.19% | Reduce -1.7% | 2,331 | $383K |
| Perennial Investment Advisors, LLC | 0.03% | Add +35.7% | 2,326 | $382K |
| Occidental Asset Management, LLC | 0.04% | No change | 2,321 | $381K |
| Parcion Private Wealth LLC | 0.02% | New | 2,308 | $379K |
| Selective Wealth Management, Inc. | 0.10% | Add +0.0% | 2,317 | $378K |
| Element Pointe Advisors, LLC | 0.06% | Reduce -7.3% | 2,295 | $377K |
| CV Advisors LLC | 0.07% | Add +0.2% | 2,294 | $377K |
| Myecfo, LLC | 0.14% | Add +13.0% | 2,293 | $377K |
| Cranbrook Wealth Management, LLC | 0.07% | Reduce -0.7% | 2,282 | $375K |
| Crew Capital Management, Ltd | 0.20% | No change | 2,278 | $374K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -23.5% | 2,275 | $374K |
| Conscious Wealth Investments, LLC | 0.19% | New | 2,277 | $374K |
| Donalies Financial Planning, LLC | 0.27% | Add +0.4% | 2,271 | $373K |
| WealthSpring Partners, LLC | 0.32% | Add +0.1% | 2,259 | $371K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 2,258 | $371K |
| SwitchPoint Financial Planning, LLC | 0.21% | No change | 2,250 | $370K |
| Heartland Bank & Trust Co | 0.08% | No change | 2,247 | $369K |
| HT Partners LLC | 0.10% | Reduce -8.3% | 2,246 | $369K |
| Wealth Quarterback LLC | 0.11% | Add +28.0% | 2,242 | $368K |
| Old North State Trust, LLC | 0.19% | Add +45.8% | 2,237 | $367K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 2,234 | $367K |
| Trilogy Capital Inc. | 0.01% | Add +47.5% | 2,232 | $367K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -59.2% | 2,232 | $367K |
| Conservest Capital Advisors, Inc. | 0.03% | New | 2,229 | $366K |
| Altfest L J & Co. Inc. | 0.04% | Add +0.3% | 2,225 | $366K |
| Everstar Asset Management, LLC | 0.18% | Reduce -2.9% | 2,222 | $365K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -10.2% | 2,213 | $364K |
| Headinvest, LLC | 0.07% | No change | 2,210 | $363K |
| Hardin Capital Partners, LLC | 0.17% | Reduce -9.3% | 2,206 | $363K |
| G&S Capital LLC | 0.11% | No change | 2,207 | $363K |
| Grove Street Fiduciary, LLC | 0.15% | No change | 2,206 | $362K |
| Proffitt & Goodson Inc. | 0.05% | Reduce -1.4% | 2,206 | $362K |
| TrustBank | 0.12% | No change | 2,202 | $362K |
| Francis Financial, Inc. | 0.06% | No change | 2,199 | $361K |
| Tyche Wealth Partners LLC | 0.05% | New | 2,185 | $359K |
| RKL Wealth Management LLC | 0.03% | No change | 2,171 | $357K |
| Johnson Financial Group, LLC | 0.02% | Add +35.6% | 2,170 | $356K |
| WFA of San Diego, LLC | 0.29% | Add +13.0% | 2,080 | $355K |
| Riverview Trust Co | 0.42% | No change | 2,154 | $354K |
| Valley Forge Investment Consultants Inc. Adv | 0.09% | New | 2,152 | $354K |
| Silver Grove Financial Group, Inc. | 0.19% | Add +71.5% | 2,147 | $353K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,141 | $352K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 2,138 | $351K |
| Mason & Associates Inc | 0.06% | New | 2,127 | $349K |
| Indivisible Partners | 0.02% | New | 2,106 | $346K |
| North Star Investment Management Corp. | 0.02% | Add +0.1% | 2,099 | $345K |
| Hibernia Wealth Partners, LLC | 0.19% | Reduce -47.3% | 2,095 | $344K |
| Jacksonville Wealth Management, LLC | 0.19% | No change | 2,083 | $342K |
| Kanawha Capital Management LLC | 0.02% | No change | 2,081 | $342K |
| SkyOak Wealth, LLC | 0.06% | No change | 2,079 | $342K |
| Continuum Advisory, LLC | 0.03% | Reduce -10.6% | 2,073 | $341K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -39.5% | 2,066 | $339K |
| Financial Management Network Inc. | 0.05% | Add +0.1% | 2,082 | $339K |
| Basecamp Wealth Advisors LLC | 0.06% | No change | 2,048 | $336K |
| Daybright Advisory Services, Inc. | 0.08% | Reduce -6.7% | 2,049 | $335K |
| Lantz Financial LLC | 0.06% | Add +6.9% | 2,040 | $335K |
| Integrated Advisors Network LLC | 0.02% | Add +10.4% | 2,033 | $334K |
| Greenwood Capital Associates LLC | 0.03% | No change | 2,029 | $333K |
| Creative Financial Designs Inc. | 0.02% | Add +0.1% | 2,022 | $332K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Reduce -9.3% | 2,022 | $332K |
| Lifestyle Asset Management, Inc. | 0.09% | Reduce -48.8% | 2,015 | $331K |
| Tandem Capital Management Corp. | 0.14% | No change | 2,012 | $331K |
| Mattern Capital Management, LLC | 0.04% | No change | 2,010 | $330K |
| Arcadia Wealth Management, Inc. | 0.16% | No change | 2,008 | $330K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 2,005 | $329K |
| WealthCare Investment Partners, LLC | 0.08% | Add +17.1% | 2,001 | $329K |
| SVRN Asset Management, LLC | 0.17% | New | 2,000 | $329K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 2,000 | $329K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 1,989 | $327K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -29.1% | 1,965 | $326K |
| WealthTrust Axiom LLC | 0.07% | No change | 1,985 | $326K |
| Argyle Capital Partners, LLC | 0.21% | Add +1.7% | 1,983 | $326K |
| Founders Financial Securities LLC | 0.02% | Reduce -1.7% | 1,981 | $325K |
| First Commonwealth Financial Corp | 0.05% | Reduce -1.7% | 1,977 | $325K |
| Allen Capital Group, LLC | 0.03% | No change | 1,977 | $325K |
| Garrison Point Advisors, LLC | 0.13% | Reduce -6.4% | 1,973 | $324K |
| Smith Salley Wealth Management | 0.01% | No change | 1,966 | $323K |
| Crumly & Associates Inc. | 0.06% | No change | 1,965 | $323K |
| Next Level Wealth Planning, LLC | 0.14% | Add +0.1% | 1,955 | $321K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +3.5% | 1,948 | $320K |
| Turn8 Private Wealth Inc. | 0.21% | Reduce -33.6% | 1,928 | $317K |
| Key Financial Inc | 0.05% | No change | 1,913 | $314K |
| Westchester Capital Management, Inc. | 0.06% | No change | 1,912 | $314K |
| Carmel Capital Partners, LLC | 0.10% | No change | 1,908 | $313K |
| Miller Financial Services LLC | 0.25% | Add +0.2% | 1,906 | $313K |
| Colton Groome Financial Advisors, LLC | 0.08% | No change | 1,905 | $313K |
| Axecap Investments, LLC | 0.17% | New | 1,903 | $313K |
| Goelzer Investment Management, Inc. | 0.01% | No change | 1,898 | $312K |
| Edgestream Partners, L.P. | 0.01% | Reduce -55.2% | 1,897 | $312K |
| Beacon Capital Management, LLC | 0.05% | Add +1.2% | 1,897 | $312K |
| Eagle Strategies LLC | 0.03% | Reduce -0.3% | 1,891 | $311K |
| Burke & Herbert Bank & Trust Co. | 0.08% | Reduce -15.5% | 1,875 | $308K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -8.6% | 1,874 | $308K |
| MW Advisory, LLC | 0.12% | — | 1,873 | $308K |
| MidFirst Bank | 0.02% | No change | 1,863 | $306K |
| Centurion Wealth Management LLC | 0.07% | Reduce -32.2% | 1,855 | $305K |
| Passive Capital Management, LLC. | 0.10% | No change | 2,048 | $305K |
| WJ Financial Advisors LLC | 0.22% | No change | 1,847 | $303K |
| Stirlingshire Investments, Inc. | 0.22% | New | 1,846 | $303K |
| Sowell Financial Services LLC | 0.01% | Add +5.0% | 1,844 | $303K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -0.5% | 1,861 | $303K |
| Vigil Wealth Management, LLC | 0.22% | Add +0.3% | 1,843 | $303K |
| Bell Bank | 0.01% | Add +14.1% | 1,839 | $302K |
| Randolph Co Inc | 0.03% | New | 1,838 | $302K |
| Colonial Trust Advisors | 0.02% | No change | 1,825 | $300K |
| Defined Wealth Management, LLC | 0.15% | No change | 1,817 | $298K |
| Ignite Planners, LLC | 0.04% | No change | 1,813 | $298K |
| Planning Directions Inc. | 0.14% | Add +0.2% | 1,800 | $296K |
| Rathbones Group PLC | 0.00% | No change | 1,800 | $296K |
| Bridges Investment Management Inc. | 0.00% | New | 1,785 | $293K |
| Jackson, Grant Investment Advisers, Inc. | 0.09% | Add +0.1% | 1,780 | $292K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -14.9% | 1,776 | $292K |
| Paragon Financial Partners, Inc. | 0.16% | No change | 1,783 | $292K |
| Mayfair Advisory Group, LLC | 0.09% | No change | 1,800 | $292K |
| McDonough Capital Management, Inc | 0.15% | No change | 1,775 | $292K |
| Centennial Bank | 0.09% | No change | 1,773 | $291K |
| RCS Financial Planning, LLC | 0.14% | Reduce -14.2% | 1,771 | $291K |
| Opal Wealth Advisors, LLC | 0.06% | Add +0.7% | 1,767 | $290K |
| EFG International AG | 0.01% | No change | 1,765 | $290K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 1,761 | $289K |
| Pinnacle Financial Group, LLC / IL | 0.07% | Add +0.1% | 1,756 | $289K |
| Allred Capital Management, LLC | 0.09% | No change | 1,753 | $288K |
| Wealth Management Partners, LLC | 0.07% | No change | 1,752 | $288K |
| GatePass Capital, LLC | 0.11% | Add +12.1% | 1,750 | $287K |
| Bailard, Inc. | 0.01% | No change | 1,750 | $287K |
| Acorn Financial Advisory Services Inc. | 0.04% | Add +11.8% | 1,745 | $287K |
| TRB Wealth Management, LLC | 0.04% | Reduce -47.5% | 1,744 | $286K |
| Nova R Wealth, Inc. | 0.08% | Add +0.1% | 1,742 | $286K |
| Clear Wave Wealth Management LLC | 0.06% | No change | 1,741 | $286K |
| Wrenne Financial Planning LLC | 0.10% | No change | 1,738 | $286K |
| McAdam, LLC | 0.01% | No change | 1,735 | $285K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,729 | $284K |
| Accel Wealth Management | 0.06% | No change | 1,725 | $283K |
| Glassman Wealth Services | 0.03% | No change | 1,725 | $283K |
| Abundance Wealth Counselors | 0.02% | New | 1,725 | $283K |
| tru Independence LLC | 0.12% | Add +0.1% | 1,718 | $282K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 1,711 | $281K |
| Heritage Investment Group, Inc. | 0.04% | No change | 1,700 | $279K |
| Northern Capital Management, Inc. | 0.12% | No change | 1,696 | $279K |
| BostonPremier Wealth LLC | 0.12% | Add +0.2% | 1,696 | $279K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -8.0% | 1,695 | $278K |
| Center for Financial Planning, Inc. | 0.03% | No change | 1,690 | $278K |
| Scratch Capital LLC | 0.14% | Reduce -9.2% | 1,686 | $277K |
| Firethorn Wealth Partners, LLC | 0.09% | Reduce -0.8% | 1,683 | $277K |
| Greenspring Advisors, LLC | 0.02% | New | 1,681 | $276K |
| Trust Point Inc. | 0.02% | No change | 1,680 | $276K |
| Sound Income Strategies, LLC | 0.01% | Reduce -2.8% | 1,678 | $276K |
| ETF Store, Inc. | 0.23% | Add +0.2% | 1,677 | $275K |
| Retirement Solution LLC | 0.05% | Add +0.2% | 1,676 | $275K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +1.2% | 1,667 | $274K |
| Seven Springs Wealth Group, LLC | 0.06% | Reduce -0.6% | 1,665 | $273K |
| AssuredPartners Investment Advisors, LLC | 0.03% | New | 1,660 | $273K |
| Juncture Wealth Strategies, LLC | 0.07% | Add +9.7% | 1,658 | $272K |
| Sittner & Nelson, LLC | 0.09% | No change | 1,645 | $270K |
| Next Capital Management LLC | 0.07% | New | 1,637 | $269K |
| Eaton Financial Holdings Company, LLC | 0.07% | Add +0.3% | 1,635 | $269K |
| Yarger Wealth Strategies, LLC | 0.10% | No change | 1,619 | $268K |
| Clarity Capital Advisors, LLC | 0.11% | No change | 1,630 | $268K |
| One Degree Advisors Inc | 0.06% | New | 1,633 | $267K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,625 | $267K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 1,624 | $267K |
| Raab & Moskowitz Asset Management LLC | 0.05% | Reduce -13.2% | 1,619 | $266K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.09% | — | 1,618 | $266K |
| Horizon Wealth Management, LLC | 0.03% | Reduce -23.7% | 1,617 | $266K |
| Legacy Edge Advisors, LLC | 0.02% | No change | 1,616 | $265K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +0.1% | 1,615 | $265K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -17.1% | 1,614 | $265K |
| NerdWallet Wealth Partners, LLC | 0.09% | Add +9.2% | 1,613 | $265K |
| Range Financial Group LLC | 0.07% | Add +2.4% | 1,601 | $263K |
| Diversified Management Inc. | 0.06% | No change | 1,600 | $263K |
| Arthur M. Cohen & Associates, LLC | 0.04% | No change | 1,600 | $263K |
| Prevail Innovative Wealth Advisors, LLC | 0.04% | No change | 1,600 | $263K |
| Farringdon Capital, Ltd. | 0.13% | New | 1,598 | $263K |
| Fortune Financial Group, Inc. | 0.20% | No change | 1,587 | $261K |
| Sterling Investment Counsel, LLC | 0.06% | Add +3.7% | 1,586 | $261K |
| Alpha Financial Advisors, LLC | 0.07% | No change | 1,577 | $259K |
| COFG Advisors, LLC | 0.04% | Add +0.3% | 1,565 | $257K |
| Equita Financial Network, Inc. | 0.07% | No change | 1,563 | $257K |
| Fairlight Advisors | 0.21% | — | 1,550 | $255K |
| Global Financial Private Client, LLC | 0.07% | No change | 1,549 | $254K |
| Signal Advisors Wealth, LLC | 0.01% | Reduce -0.8% | 1,547 | $254K |
| Axis Wealth Partners, LLC | 0.12% | Reduce -31.4% | 1,532 | $252K |
| Measured Wealth Private Client Group, LLC | 0.06% | No change | 1,529 | $251K |
| Waterfront Wealth Inc. | 0.04% | No change | 1,517 | $251K |
| Destination Wealth Management | 0.01% | Reduce -6.1% | 1,528 | $251K |
| 4J Wealth Management LLC | 0.12% | Reduce -8.3% | 1,525 | $251K |
| Napier Financial, LLC | 0.05% | No change | 1,525 | $251K |
| Horizon Investment Services, LLC | 0.07% | Add +0.7% | 1,513 | $249K |
| Braeburn Wealth Management LLC | 0.11% | Reduce -1.8% | 1,511 | $248K |
| Worth Financial Advisory Group, LLC | 0.10% | New | 1,509 | $248K |
| Lantern Wealth Advisors, LLC | 0.11% | New | 1,505 | $247K |
| Anchor Investment Management, LLC | 0.02% | Reduce -5.4% | 1,502 | $247K |
| Disciplined Investments, LLC | 0.08% | No change | 1,501 | $247K |
| WMS Group LLC | 0.32% | No change | 1,500 | $246K |
| Davis Wealth Advisors, LLC | 0.19% | Reduce -28.1% | 1,500 | $246K |
| LCNB Corp. | 0.08% | No change | 1,500 | $246K |
| Banque Transatlantique SA | 0.01% | New | 1,489 | $245K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -34.0% | 1,486 | $244K |
| Fidelity D & D Bancorp Inc. | 0.08% | No change | 1,482 | $243K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -0.9% | 1,481 | $243K |
| Griffith & Werner, Inc. | 0.11% | No change | 1,480 | $243K |
| J.E. Simmons & Co., P.C. | 0.14% | Reduce -0.6% | 1,479 | $243K |
| Advisory Solutions Group, LLC | 0.08% | — | 1,478 | $243K |
| Keebeck Wealth Management | 0.02% | No change | 1,477 | $243K |
| Wealth Care LLC | 0.20% | No change | 1,476 | $242K |
| Annex Advisory Services, LLC | 0.00% | New | 1,476 | $242K |
| Clarity Wealth Advisors, LLC | 0.04% | Reduce -3.9% | 1,474 | $242K |
| Fagan Associates, Inc. | 0.03% | No change | 1,462 | $240K |
| Welch & Forbes LLC | 0.00% | No change | 1,456 | $239K |
| Clear Trail Advisors, LLC | 0.04% | No change | 1,453 | $239K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +262.1% | 1,463 | $239K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,449 | $238K |
| Fulton Breakefield Broenniman LLC | 0.01% | Reduce -46.4% | 1,444 | $237K |
| Buck Wealth Strategies, LLC | 0.02% | New | 1,438 | $236K |
| Frederick Financial Consultants, LLC | 0.10% | No change | 1,438 | $236K |
| Kilter Group LLC | 0.09% | No change | 1,432 | $235K |
| PKS Advisory Services, LLC | 0.04% | New | 1,424 | $234K |
| West Branch Capital LLC | 0.05% | No change | 1,422 | $234K |
| Magnus Financial Group LLC | 0.02% | Add +0.2% | 1,420 | $233K |
| Butensky & Cohen Financial Security, Inc. | 0.06% | No change | 1,408 | $231K |
| Burney Co./ | 0.01% | New | 1,406 | $231K |
| Marco Investment Management LLC | 0.02% | New | 1,403 | $230K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -75.2% | 1,399 | $230K |
| KWB Wealth | 0.02% | Add +0.1% | 1,396 | $229K |
| Antonelli Financial Advisors, LLC | 0.16% | New | 1,395 | $229K |
| Jackson Square Capital, LLC | 0.03% | New | 1,394 | $229K |
| Torrey-Payne Wealth Management, LLC | 0.19% | Reduce -2.8% | 1,391 | $229K |
| Red Lighthouse Investment Management, LLC | 0.07% | New | 1,389 | $228K |
| First Merchants Corp. | 0.01% | New | 1,389 | $228K |
| Lincoln Capital LLC | 0.04% | Reduce -7.0% | 1,386 | $228K |
| Shared Vision Wealth Group LLC | 0.08% | New | 1,382 | $227K |
| Gallacher Capital Management LLC | 0.13% | New | 1,381 | $227K |
| Community Financial Services Group, LLC | 0.03% | No change | 1,376 | $226K |
| Laraway Financial Advisors Inc | 0.14% | Reduce -8.3% | 1,372 | $225K |
| Alhambra Investment Management LLC | 0.10% | New | 1,371 | $225K |
| Richwood Investment Advisors, LLC | 0.16% | New | 1,366 | $224K |
| Van Diest Capital, LLC | 0.20% | New | 1,365 | $224K |
| Arq Wealth Advisors, LLC | 0.03% | New | 1,367 | $224K |
| Anson Capital, Inc. | 0.14% | New | 1,357 | $223K |
| Quest 10 Wealth Builders, Inc. | 0.17% | No change | 1,356 | $223K |
| Xena Financial Planning, LLC | 0.21% | New | 1,355 | $223K |
| Connecticut Wealth Management, LLC | 0.01% | New | 1,353 | $222K |
| Spartan Wealth Advisory Services LLC | 0.02% | New | 1,351 | $222K |
| Meritas Wealth Management, LLC | 0.09% | New | 1,345 | $221K |
| Sepio Capital, LP | 0.01% | New | 1,345 | $221K |
| Reston Wealth Management LLC | 0.06% | New | 1,345 | $221K |
| Valtinson Bruner Financial Planning LLC | 0.06% | New | 1,341 | $220K |
| Tradition Wealth Management, LLC | 0.01% | New | 1,340 | $220K |
| Ti-Trust, Inc. | 0.12% | New | 1,338 | $220K |
| Bryant Woods Investment Advisors, LLC | 0.06% | New | 1,336 | $220K |
| Citigroup Inc. | 0.00% | Add +91.4% | 1,334 | $219K |
| Independence Bank of Kentucky | 0.02% | No change | 1,331 | $219K |
| BSW Wealth Partners | 0.02% | New | 1,329 | $218K |
| LRI Investments, LLC | 0.02% | Reduce -22.6% | 1,329 | $218K |
| Inspirion Wealth Advisors, LLC | 0.02% | New | 1,325 | $217K |
| Wealthspan Partners, LLC | 0.07% | New | 1,323 | $217K |
| Ellevest, Inc. | 0.03% | New | 1,342 | $217K |
| Commerce Advisors, LLC | 0.12% | New | 1,315 | $216K |
| Adirondack Trust Co. | 0.06% | No change | 1,312 | $216K |
| Natural Investments, LLC | 0.05% | New | 1,311 | $215K |
| Team Hewins, LLC | 0.06% | Reduce -49.4% | 1,308 | $215K |
| Portland Global Advisors LLC | 0.02% | New | 1,306 | $215K |
| Affinity Capital Advisors, LLC | 0.03% | New | 1,299 | $214K |
| Winebrenner Capital Management LLC | 0.13% | New | 1,304 | $214K |
| Silver Lake Advisory, LLC | 0.08% | New | 1,300 | $214K |
| Ipswich Investment Management Co., Inc. | 0.05% | New | 1,300 | $214K |
| DV Trading LLC | 0.02% | Reduce -88.3% | 1,300 | $214K |
| Blalock Williams, LLC | 0.14% | New | 1,299 | $213K |
| Balyasny Asset Management L.P. | 0.00% | New | 1,291 | $212K |
| Burling Wealth Partners, LLC | 0.03% | New | 1,290 | $212K |
| Strathmore Capital Advisors, Inc. | 0.06% | New | 1,290 | $212K |
| Alliance Wealth Advisors, LLC | 0.08% | New | 1,287 | $211K |
| FC Advisory LLC | 0.06% | Reduce -33.2% | 1,281 | $210K |
| Catalyst Financial Partners LLC | 0.02% | New | 1,279 | $210K |
| KCM Investment Advisors LLC | 0.01% | New | 1,278 | $210K |
| New England Private Wealth Advisors LLC | 0.02% | New | 1,293 | $209K |
| Becker Capital Management Inc. | 0.01% | New | 1,270 | $209K |
| OneAscent Wealth Management LLC | 0.06% | New | 1,267 | $208K |
| Platform Technology Partners | 0.03% | New | 1,267 | $208K |
| TrueWealth Advisors, LLC | 0.05% | New | 1,266 | $208K |
| Total Wealth Planning & Management, Inc. | 0.15% | New | 1,261 | $207K |
| Balboa Wealth Partners | 0.03% | New | 1,258 | $207K |
| Trademark Financial Management, LLC | 0.08% | Reduce -21.2% | 1,257 | $206K |
| Members Trust Co | 0.01% | New | 1,253 | $206K |
| Capital Asset Managemnet, LLC | 0.46% | Reduce -50.8% | 1,251 | $206K |
| White Pine Capital LLC | 0.05% | New | 1,251 | $206K |
| Lee Danner & Bass Inc. | 0.01% | New | 1,251 | $206K |
| Park National Corp. | 0.01% | New | 1,250 | $205K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 1,249 | $205K |
| David J Yvars Group | 0.10% | New | 1,248 | $205K |
| Johnson Wealth Management, LLC | 0.09% | New | 1,247 | $205K |
| WealthPLAN Partners, LLC | 0.04% | New | 1,241 | $204K |
| Wiser Wealth Management, Inc | 0.04% | New | 1,240 | $204K |
| Tudor Financial Inc. | 0.09% | Reduce -15.1% | 1,239 | $203K |
| Integrity Wealth Solutions LLC | 0.08% | New | 1,238 | $203K |
| Smith, Moore & Co. | 0.01% | New | 1,238 | $203K |
| Peregrine Asset Advisers, Inc. | 0.04% | New | 1,236 | $203K |
| SYM FINANCIAL Corp | 0.02% | Reduce -1.8% | 1,234 | $203K |
| Capstone Wealth Management, Inc. | 0.15% | New | 1,228 | $202K |
| Corsicana & Co. | 0.10% | Reduce -3.0% | 1,224 | $201K |
| HTG Investment Advisors, Inc. | 0.05% | New | 1,223 | $201K |
| Firestone Capital Management | 0.04% | New | 1,223 | $201K |
| Cornerstone Wealth, LLC | 0.10% | New | 1,213 | $201K |
| Virtue Capital Management, LLC | 0.03% | New | 1,221 | $201K |
| Cohalo Advisory LLC | 12.12% | New | 1,219 | $200K |
| Azimuth Capital Investment Management LLC | 0.01% | New | 1,219 | $200K |
| United Community Bank | 0.06% | No change | 1,214 | $199K |
| Millstone Evans Group, LLC | 0.11% | No change | 1,194 | $196K |
| West Financial Advisors, LLC | 0.03% | No change | 1,175 | $193K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 1,144 | $188K |
| Core Alternative Capital | 0.06% | No change | 1,120 | $184K |
| Pittenger & Anderson Inc. | 0.01% | Add +9.5% | 1,099 | $181K |
| Financial Perspectives, Inc | 0.04% | Add +0.1% | 1,061 | $174K |
| Angeles Wealth Management, LLC | 0.01% | Add +15.9% | 1,043 | $171K |
| Mill Capital Management, LLC | 0.01% | No change | 1,034 | $170K |
| Perkins Coie Trust Co | 0.03% | No change | 1,020 | $168K |
| 3Chopt Investment Partners, LLC | 0.03% | No change | 1,000 | $164K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.0% | 990 | $162K |
| Pacific Center for Financial Services | 0.04% | No change | 985 | $162K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 982 | $161K |
| Register Financial Advisors LLC | 0.05% | Add +0.3% | 979 | $161K |
| Decker Retirement Planning Inc. | 0.05% | New | 959 | $158K |
| SouthState Bank Corp | 0.01% | No change | 938 | $154K |
| Investment Counsel Co. of Nevada | 0.28% | No change | 928 | $152K |
| Financial Gravity Companies, Inc. | 0.02% | — | 900 | $148K |
| Ni Acquisitions Company, LLC | 0.06% | — | 890 | $146K |
| St Germain D J Co. Inc. | 0.01% | No change | 858 | $141K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | No change | 842 | $138K |
| Nvwm, LLC | 0.03% | Reduce -52.1% | 831 | $137K |
| Frazier Financial Advisors, LLC | 0.07% | Reduce -2.5% | 813 | $133K |
| Westend Capital Management, LLC | 0.03% | Reduce -11.8% | 805 | $132K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -5.0% | 778 | $128K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.09% | No change | 777 | $128K |
| McGuire Capital Advisors Inc. | 0.07% | Add +0.5% | 767 | $126K |
| Rossby Financial, LCC | 0.02% | Add +4.6% | 756 | $124K |
| Glenmede Trust Co. NA | 0.00% | No change | 736 | $121K |
| Your Advocates Ltd., LLP | 0.03% | No change | 727 | $119K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +0.1% | 721 | $118K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 717 | $118K |
| Holos Integrated Wealth LLC | 0.05% | Reduce -57.6% | 709 | $116K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 708 | $116K |
| Simplex Trading, LLC | 0.00% | New | 700 | $115K |
| First PREMIER Bank | 0.02% | No change | 686 | $113K |
| Rothschild Investment LLC | 0.00% | No change | 687 | $113K |
| Chapman Financial Group, LLC | 0.07% | No change | 683 | $112K |
| Ballast Advisors LLC | 0.03% | New | 648 | $106K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | New | 645 | $106K |
| Graney & King, LLC | 0.04% | Add +855.2% | 640 | $105K |
| Signature Equity Partners, LLC | 0.05% | No change | 637 | $105K |
| Meramec Financial Planners, LLC | 0.04% | No change | 638 | $103K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 627 | $103K |
| Synergy Investment Management, LLC | 0.02% | Reduce -15.5% | 612 | $100K |
| Orion Capital Management LLC | 0.03% | Add +5.9% | 612 | $100K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.14% | Add +50.4% | 606 | $99K |
| Eastern Bank | 0.00% | Reduce -1.1% | 605 | $99K |
| Triumph Capital Management | 0.02% | Reduce -39.9% | 601 | $99K |
| CNB Bank | 0.04% | No change | 600 | $99K |
| StrongBox Wealth, LLC | 0.03% | New | 598 | $98K |
| Crews Bank & Trust | 0.01% | Add +11.1% | 589 | $97K |
| Rice Partnership, LLC | 0.01% | No change | 587 | $96K |
| Redwood Park Advisors LLC | 0.07% | Add +21.8% | 586 | $96K |
| Hurley Capital, LLC | 0.05% | Add +0.3% | 580 | $95K |
| Reyes Financial Architecture, Inc. | 0.05% | Reduce -14.4% | 576 | $95K |
| Financial Network Wealth Advisors LLC | 0.10% | Add +0.5% | 574 | $94K |
| Ameriflex Group, Inc. | 0.04% | Add +17.8% | 568 | $93K |
| Pacifica Partners Inc. | 0.03% | No change | 551 | $90K |
| NFSG Corp | 0.01% | Reduce -3.5% | 518 | $85K |
| Trust Co. of Vermont | 0.00% | — | 518 | $85K |
| Prosperity Bancshares Inc | 0.06% | Reduce -9.4% | 512 | $84K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 510 | $84K |
| LFA - Lugano Financial Advisors SA | 0.05% | No change | 497 | $82K |
| Bay Harbor Wealth Management, LLC | 0.02% | No change | 488 | $80K |
| Ascentis Wealth Management, LLC | 0.01% | Add +87.9% | 481 | $79K |
| Longview Financial Advisors LLC | 0.04% | No change | 480 | $79K |
| Quent Capital, LLC | 0.00% | No change | 479 | $79K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 473 | $78K |
| Tiaa Trust, National Association | 0.00% | New | 454 | $75K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -2.8% | 453 | $74K |
| Copia Wealth Management | 0.04% | No change | 450 | $74K |
| Fairman Group, LLC | 0.06% | No change | 449 | $74K |
| Basepoint Wealth LLC | 0.04% | Add +0.2% | 449 | $74K |
| Breakwater Investment Management | 0.02% | No change | 442 | $73K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 500 | $71K |
| Main Street Group, LTD | 0.02% | No change | 417 | $68K |
| Winch Advisory Services, LLC | 0.01% | Add +0.2% | 416 | $68K |
| Security National Bank of So Dak | 0.03% | New | 412 | $68K |
| Daytona Street Capital LLC | 0.05% | No change | 400 | $66K |
| Regatta Research & Money Management | 0.06% | — | 393 | $64K |
| GoalVest Advisory LLC | 0.01% | Reduce -9.3% | 390 | $64K |
| Key Capital Management, INC | 0.03% | Reduce -6.1% | 387 | $64K |
| United Financial Planning Group LLC | 0.03% | Reduce -16.6% | 387 | $64K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -19.2% | 378 | $62K |
| Valley National Advisers Inc. | 0.01% | No change | 370 | $61K |
| Activest Wealth Management | 0.01% | No change | 355 | $58K |
| Paladin Advisory Group, LLC | 0.04% | No change | 345 | $57K |
| IAG Wealth Partners, LLC | 0.01% | No change | 345 | $57K |
| Capital Investment Counsel, Inc | 0.01% | No change | 342 | $56K |
| Cape Investment Advisory, Inc. | 0.01% | New | 335 | $55K |
| Chesapeake Asset Management LLC | 0.04% | Reduce -68.4% | 333 | $55K |
| Timmons Wealth Management, LLC | 0.04% | Add +0.3% | 321 | $53K |
| Integrity Financial Corp | 0.02% | No change | 310 | $51K |
| JPL Wealth Management, LLC | 0.01% | No change | 304 | $50K |
| First Pacific Financial | 0.01% | No change | 301 | $49K |
| Vanguard National Trust Co | 0.00% | No change | 301 | $49K |
| Concord Wealth Partners | 0.01% | New | 300 | $49K |
| Nova Wealth Management, Inc. | 0.03% | No change | 300 | $49K |
| Pflug Koory, LLC | 0.02% | No change | 296 | $49K |
| Richardson Financial Services Inc. | 0.03% | Reduce -1.3% | 296 | $49K |
| Bravera Wealth | 0.02% | No change | 296 | $49K |
| Wilkerson Advisory Group LLC | 0.01% | Reduce -0.3% | 290 | $48K |
| High Note Wealth, LLC | 0.01% | No change | 283 | $46K |
| Anchor Bay Capital, Inc. | 0.02% | — | 270 | $46K |
| Robbins Farley | 0.02% | Add +8.3% | 275 | $45K |
| Kimelman & Baird, LLC | 0.00% | No change | 269 | $44K |
| Providence Capital Advisors, LLC | 0.01% | No change | 249 | $41K |
| MTM Investment Management, LLC | 0.01% | New | 239 | $39K |
| Trust Co | 0.00% | No change | 231 | $38K |
| Blueline Advisors LLC | 0.03% | No change | 228 | $37K |
| Noble Wealth Management PBC | 0.02% | No change | 227 | $37K |
| Hilltop National Bank | 0.01% | Add +102.7% | 223 | $37K |
| First Command Advisory Services, Inc. | 0.00% | New | 212 | $35K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 210 | $34K |
| McDonald Partners LLC | 0.01% | New | 208 | $34K |
| Bessemer Group Inc. | 0.00% | Reduce -94.5% | 208 | $34K |
| Financial Life Planners | 0.02% | Add +0.5% | 206 | $34K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 200 | $33K |
| Webster Bank, N. A. | 0.00% | No change | 199 | $33K |
| Park Place Capital Corp | 0.01% | No change | 193 | $32K |
| PFS Partners, LLC | 0.01% | Add +0.5% | 193 | $32K |
| MCF Advisors LLC | 0.00% | No change | 192 | $32K |
| Networth Advisors, LLC | 0.02% | No change | 187 | $31K |
| Kingdom Financial Group LLC. | 0.01% | No change | 187 | $31K |
| Fortitude Family Office, LLC | 0.01% | Add +0.5% | 187 | $31K |
| Essential Partners LLC | 0.01% | No change | 186 | $31K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -17.0% | 185 | $30K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -5.3% | 180 | $30K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 172 | $28K |
| Front Row Advisors LLC | 0.01% | Reduce -25.8% | 167 | $28K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.6% | 172 | $28K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.6% | 172 | $28K |
| Valued Wealth Advisors LLC | 0.01% | No change | 162 | $27K |
| Realta Investment Advisors | 0.01% | No change | 159 | $26K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 157 | $26K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.7% | 153 | $25K |
| NBH Bank | 0.01% | — | 151 | $25K |
| Davis Capital Management | 0.01% | No change | 145 | $24K |
| Raleigh Capital Management Inc. | 0.01% | Add +0.7% | 145 | $24K |
| Robinswood Financial LLC | 0.01% | No change | 141 | $23K |
| First Financial Corp. | 0.01% | No change | 140 | $23K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Reduce -24.6% | 138 | $23K |
| GGM Financial LLC | 0.01% | Add +88.7% | 134 | $22K |
| Quaker Wealth Management, LLC | 0.01% | No change | 129 | $21K |
| Vision Retirement, LLC | 0.00% | No change | 119 | $20K |
| Markowski Investments | 0.00% | — | 116 | $19K |
| Cheviot Value Management, LLC | 0.00% | No change | 115 | $19K |
| Dogwood Wealth Management LLC | 0.01% | New | 114 | $19K |
| City State Bank | 0.00% | No change | 112 | $18K |
| Versant Capital Management, Inc | 0.00% | No change | 111 | $18K |
| Advantage Trust Co | 0.01% | New | 108 | $18K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -28.6% | 95 | $16K |
| Investors Portfolio Services LLC | 0.01% | Add +1.1% | 93 | $15K |
| Mosley Wealth Management | 0.00% | Add +9100.0% | 92 | $15K |
| Darwin Wealth Management, LLC | 0.00% | Add +1.1% | 91 | $15K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 85 | $14K |
| Creative Capital Management Investments LLC | 0.00% | No change | 82 | $13K |
| MV Capital Management, Inc. | 0.00% | No change | 81 | $13K |
| 1015 Capital Partners, LLC | 0.01% | New | 78 | $13K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 77 | $13K |
| Evolution Wealth Management Inc. | 0.01% | Reduce -10.6% | 76 | $12K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -54.5% | 75 | $12K |
| Mascoma Wealth Management LLC | 0.00% | No change | 74 | $12K |
| New Republic Capital, LLC | 0.00% | No change | 71 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 58 | $10K |
| Roxbury Financial LLC | 0.01% | No change | 55 | $9K |
| American Capital Advisory, LLC | 0.00% | No change | 54 | $9K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -13.8% | 50 | $8K |
| ROSS\JOHNSON & Associates LLC | 0.13% | No change | 49 | $8K |
| GW&K Investment Management, LLC | 0.00% | No change | 49 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 48 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 47 | $8K |
| Sims Investment Management, LLC | 0.00% | New | 46 | $8K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 44 | $7K |
| Timbuktu Capital Management, LLC | 0.01% | — | 43 | $7K |
| 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 | $5K |
| Strategic Wealth Advisors LLC | 0.00% | No change | 38 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 30 | $5K |
| Country Trust Bank | 0.00% | No change | 25 | $4K |
| Olistico Wealth, LLC | 0.00% | No change | 22 | $4K |
| Evermay Wealth Management LLC | 0.00% | New | 19 | $3K |
| Ball & Co Wealth Management Inc. | 0.00% | New | 19 | $3K |
| West Paces Advisors Inc. | 0.00% | No change | 18 | $3K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 15 | $2K |
| Compass Financial Management LLC | 0.00% | — | 13 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 12 | $2K |
| Oakmont Advisory Group, LLC | 0.00% | New | 11 | $2K |
| PlanVest Financial, Inc | 0.00% | No change | 10 | $2K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 10 | $2K |
| Founders Capital Management | 0.00% | No change | 5 | $885 |
| Bernard Wealth Management Corp. | 0.00% | New | 5 | $822 |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -61.5% | 5 | $821 |
| LM Advisors LLC | 0.00% | Add +601.2% | 2,328 | $382 |
| Lodestone Wealth Management LLC | 0.00% | No change | 2 | $329 |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -99.5% | 1 | $91 |
"% 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.