iShares S&P 500 Value ETFIVEETF
13F holders, Q2 2025 (June 30)1,538holders +2
82new positions
83sold out
4famous investors
$195.23avg. 13F price*
At the end of Q2 2025, 1,538 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 2 from Q1 2025. 82 opened new positions and 83 sold out. The largest holders were Envestnet Asset Management Inc. ($4.1B), JPMorgan Chase & Co. ($3.5B) and Morgan Stanley ($2.8B). 4 famous investors held it, including Joel Greenblatt (0.0% 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 S&P 500 Value ETF
- CUSIP
- 464287408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $62.3M |
| Exits | 83 | $109.7M |
All 13F filers, Q1 2025 → Q2 2025: 9,914,814 shares bought and 4,423,602 shares sold, net +5,491,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,538 holders
| Envestnet Asset Management Inc. | 1.20% | Add +12.6% | 20,983,503 | $4.1B |
| JPMorgan Chase & Co. | 0.24% | Add +0.7% | 17,895,697 | $3.5B |
| Morgan Stanley | 0.18% | Add +2.3% | 14,135,647 | $2.8B |
| Bank of America Corp. | 0.13% | Reduce -3.0% | 8,324,917 | $1.6B |
| LPL Financial LLC | 0.52% | Add +13.4% | 7,911,905 | $1.5B |
| Wells Fargo & Company | 0.27% | Add +0.5% | 6,300,593 | $1.2B |
| UBS Group AG | 0.15% | Add +0.2% | 3,567,406 | $697.1M |
| Ameriprise Financial Inc. | 0.15% | Add +19.0% | 3,031,014 | $591.8M |
| Stifel Financial Corp. | 0.56% | Add +7.9% | 2,928,155 | $572.2M |
| PNC Financial Services Group, Inc. | 0.30% | Add +4.7% | 2,362,479 | $461.7M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -9.2% | 2,352,694 | $459.8M |
| Cetera Investment Advisers | 0.70% | Add +7.8% | 2,112,895 | $412.9M |
| BlackRock, Inc. | 0.01% | Add +10.1% | 1,990,567 | $389.0M |
| Cwm, LLC | 1.29% | Add +3.4% | 1,867,100 | $364.9M |
| Envestnet Portfolio Solutions, Inc. | 1.23% | Add +1.6% | 1,715,649 | $335.3M |
| Park Avenue Securities LLC | 2.98% | Add +14.2% | 1,655,804 | $323.6M |
| Raymond James Financial Inc. | 0.11% | Add +3.0% | 1,647,217 | $321.9M |
| Lido Advisors, LLC | 1.70% | Reduce -2.3% | 1,638,052 | $320.1M |
| MML Investors Services, LLC | 0.79% | Add +19.9% | 1,396,052 | $272.8M |
| Royal Bank of Canada | 0.05% | Reduce -2.8% | 1,217,580 | $237.9M |
| Mariner, LLC | 0.31% | Add +1.6% | 1,113,524 | $217.6M |
| Commonwealth Equity Services, LLC | 0.29% | Reduce -0.6% | 1,112,628 | $217.4M |
| MAI Capital Management | 1.38% | Add +3.4% | 1,019,527 | $199.2M |
| Janney Montgomery Scott LLC | 0.51% | Add +9.2% | 1,006,406 | $196.7M |
| Sofi Wealth, LLC | 11.36% | Add +6.1% | 951,932 | $186.0M |
| M&T Bank Corp | 0.58% | Reduce -7.2% | 864,195 | $168.9M |
| FMR LLC | 0.01% | Reduce -0.5% | 826,416 | $161.5M |
| Composition Wealth, LLC | 2.53% | Add +6.7% | 771,617 | $150.8M |
| Sanctuary Advisors, LLC | 0.89% | Add +17.4% | 735,201 | $143.7M |
| Bank of New York Mellon Corp | 0.03% | Add +18.5% | 719,697 | $140.6M |
| NorthCoast Asset Management LLC | 0.60% | Add +20.5% | 714,381 | $139.6M |
| NewEdge Advisors, LLC | 0.72% | Reduce -3.1% | 711,333 | $139.0M |
| OneDigital Investment Advisors LLC | 1.49% | Add +4.3% | 688,175 | $134.5M |
| Osaic Holdings, Inc. | 0.23% | Add +21.6% | 663,926 | $129.8M |
| Foundations Investment Advisors, LLC | 2.02% | Add +18.8% | 653,970 | $127.8M |
| Truist Financial Corp. | 0.18% | Add +28.4% | 639,577 | $125.0M |
| Rehmann Capital Advisory Group | 7.41% | Reduce -1.3% | 626,003 | $122.3M |
| US Bancorp \de | 0.15% | Reduce -12.9% | 616,663 | $120.5M |
| HighTower Advisors, LLC | 0.15% | Add +12.5% | 612,975 | $119.8M |
| JB Capital LLC | 5.61% | Add +22.8% | 592,200 | $115.7M |
| Avantax Advisory Services, Inc. | 0.60% | Add +3.4% | 560,577 | $109.5M |
| Calamos Wealth Management LLC | 4.66% | Add +2.5% | 555,581 | $108.6M |
| United Capital Financial Advisors, LLC | 0.82% | Add +5.2% | 519,868 | $101.6M |
| Focus Partners Wealth | 0.22% | Add +25.5% | 518,381 | $101.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.65% | Reduce -9.5% | 504,103 | $98.5M |
| LVZ, Inc. | 10.53% | Add +2.0% | 449,606 | $87.9M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Reduce -2.2% | 419,881 | $82.1M |
| Home Federal Bank of Tennessee | 21.69% | Add +0.1% | 391,484 | $76.5M |
| Betterment LLC | 0.16% | Reduce -3.3% | 388,831 | $76.0M |
| Jones Financial Companies LLLP | 0.06% | Add +18.7% | 378,868 | $73.6M |
| EP Wealth Advisors, LLC | 0.48% | Add +795.8% | 373,966 | $73.1M |
| Comerica Bank | 0.28% | Add +0.0% | 371,035 | $72.5M |
| Moneta Group Investment Advisors LLC | 0.83% | Add +2.0% | 358,694 | $70.1M |
| Kestra Advisory Services, LLC | 0.33% | Reduce -13.8% | 349,692 | $68.3M |
| Advocacy Wealth Management, LLC | 4.14% | Add +21.5% | 345,509 | $67.5M |
| Rockefeller Capital Management L.P. | 0.14% | Add +4.6% | 329,320 | $64.4M |
| CX Institutional | 2.24% | Add +16.7% | 328,571 | $64.2M |
| LPWM LLC | 17.54% | Add +4.5% | 307,687 | $60.1M |
| Ascent Group, LLC | 2.33% | Add +5.5% | 305,852 | $59.8M |
| Valmark Advisers, Inc. | 0.82% | Reduce -3.2% | 299,730 | $58.6M |
| Courier Capital LLC | 3.52% | Reduce -0.2% | 297,095 | $58.1M |
| Baird Financial Group, Inc. | 0.10% | Reduce -3.5% | 288,124 | $56.3M |
| Private Advisor Group, LLC | 0.30% | Add +30.2% | 284,590 | $55.6M |
| Probity Advisors, Inc. | 9.75% | Add +3.5% | 283,962 | $55.5M |
| Barclays PLC | 0.02% | Reduce -2.8% | 274,046 | $53.6M |
| Bank of Montreal | 0.03% | Reduce -3.3% | 272,484 | $53.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -0.9% | 268,949 | $52.6M |
| Amarillo National Bank | 9.75% | Reduce -0.5% | 268,401 | $52.5M |
| Equitable Holdings, Inc. | 0.41% | Add +6.7% | 254,330 | $49.7M |
| AE Wealth Management LLC | 0.36% | Add +23.0% | 251,862 | $49.2M |
| Fifth Third Bancorp | 0.17% | Reduce -0.5% | 250,958 | $49.0M |
| Evoke Wealth, LLC | 1.13% | Add +1.9% | 246,849 | $48.2M |
| Frank, Rimerman Advisors LLC | 3.20% | No change | 243,910 | $47.7M |
| Austin Private Wealth, LLC | 3.77% | Add +5.5% | 243,662 | $47.6M |
| Regions Financial Corp. | 0.32% | Add +2.4% | 238,941 | $46.7M |
| Financial Engines Advisors L.L.C. | 0.09% | Reduce -18.6% | 237,561 | $46.4M |
| Strategic Point Investment Advisors, LLC | 7.06% | Add +0.8% | 234,146 | $45.8M |
| Keybank National Association | 0.17% | Reduce -0.4% | 232,226 | $45.4M |
| Kestra Investment Management, LLC | 1.35% | Add +200.9% | 228,501 | $44.7M |
| Modern Wealth Management, LLC | 1.06% | Add +721.5% | 220,477 | $43.1M |
| Baker Avenue Asset Management, LP | 1.17% | Add +1.0% | 209,974 | $41.0M |
| CreativeOne Wealth, LLC | 1.04% | Add +12.7% | 202,555 | $39.6M |
| West Wealth Group, LLC | 9.66% | Reduce -3.2% | 197,547 | $38.8M |
| Salomon & Ludwin, LLC | 3.83% | Reduce -1.1% | 196,493 | $38.8M |
| Smith, Moore & Co. | 3.25% | Reduce -1.6% | 198,115 | $38.7M |
| Atria Investments, Inc | 0.45% | Add +27.1% | 193,306 | $37.8M |
| Icon Wealth Advisors, LLC | 2.68% | Add +24.4% | 192,531 | $37.6M |
| Northern Trust Corp. | 0.01% | Add +1.6% | 184,563 | $36.1M |
| North Star Investment Management Corp. | 2.48% | Add +0.1% | 181,803 | $35.5M |
| Phillips Financial Management, LLC | 2.57% | Reduce -1.2% | 180,996 | $35.4M |
| Foundation Wealth Management, LLC | 24.20% | Add +1.8% | 177,796 | $34.7M |
| Financial Life Advisors | 11.28% | Add +4.4% | 168,750 | $33.0M |
| Encompass Wealth Advisors, LLC | 11.99% | Add +3.2% | 167,380 | $32.7M |
| Integrated Wealth Concepts LLC | 0.32% | Add +20.6% | 165,169 | $32.3M |
| 1834 Investment Advisors Co. | 4.05% | Reduce -5.1% | 163,617 | $32.0M |
| Greenleaf Trust | 0.28% | Add +2.2% | 160,499 | $31.4M |
| Powell Investment Advisors, LLC | 11.76% | Add +5.9% | 160,365 | $31.3M |
| Koss-Olinger Consulting, LLC | 2.53% | Reduce -7.2% | 157,948 | $30.9M |
| Creative Planning | 0.03% | Reduce -3.4% | 153,247 | $29.9M |
| Berkshire Money Management, Inc. | 3.13% | Add +15.6% | 152,352 | $29.8M |
| Quest Investment Management LLC | 3.24% | No change | 150,813 | $29.5M |
| Condor Capital Management | 2.52% | Add +0.3% | 148,489 | $29.0M |
| McKinley Carter Wealth Services, Inc. | 1.60% | Reduce -3.9% | 147,767 | $28.9M |
| TD Waterhouse Canada Inc. | 0.20% | Add +13.7% | 144,849 | $28.5M |
| Mma Asset Management LLC | 10.82% | Reduce -5.2% | 144,401 | $28.2M |
| SteelPeak Wealth, LLC | 1.08% | Add +15.5% | 141,750 | $27.7M |
| Stratos Wealth Partners, LTD. | 0.37% | Add +2.8% | 137,931 | $27.0M |
| Praetorian Wealth Management, Inc. | 6.15% | Reduce -60.7% | 136,860 | $26.7M |
| Greenup Street Wealth Management LLC | 4.65% | Add +5.8% | 136,809 | $26.7M |
| Captrust Financial Advisors | 0.06% | Add +2.2% | 135,640 | $26.5M |
| Sharkey, Howes & Javer | 3.53% | Add +8.5% | 134,571 | $26.3M |
| Orion Porfolio Solutions, LLC | 0.22% | Add +24.1% | 133,806 | $26.1M |
| Atria Wealth Solutions, Inc. | 0.58% | Reduce -46.8% | 131,284 | $25.7M |
| Gladstone Institutional Advisory LLC | 1.06% | Add +7.2% | 131,376 | $25.7M |
| JFS Wealth Advisors, LLC | 1.61% | Reduce -0.6% | 129,631 | $25.3M |
| Stone House Investment Management, LLC | 4.63% | Add +15.2% | 128,796 | $25.2M |
| Droms Strauss Advisors Inc. /Mo/ | 7.71% | Add +0.8% | 128,661 | $25.1M |
| Waverly Advisors, LLC | 0.28% | Add +4.8% | 128,592 | $25.1M |
| Peapack Gladstone Financial Corp. | 0.35% | Add +10.6% | 127,528 | $24.9M |
| Ewa, LLC | 7.69% | Reduce -8.0% | 125,006 | $24.4M |
| Principal Securities, Inc. | 0.46% | Reduce -13.3% | 124,400 | $24.3M |
| Spire Wealth Management | 0.87% | Reduce -20.6% | 128,043 | $24.2M |
| First Hawaiian Bank | 3.21% | Reduce -2.7% | 120,890 | $23.6M |
| DDFG, Inc | 5.91% | Add +3.2% | 120,319 | $23.5M |
| Pathstone Holdings, LLC | 0.09% | Add +1.0% | 120,103 | $23.5M |
| &partners | 0.18% | Add +58.9% | 119,952 | $23.5M |
| Perigon Wealth Management, LLC | 0.54% | Add +15.5% | 118,545 | $23.2M |
| Rwa Wealth Partners, LLC | 0.29% | Reduce -4.6% | 117,466 | $23.0M |
| Stokes Family Office, LLC | 2.38% | Add +15.5% | 116,029 | $22.7M |
| Sigma Planning Corp | 0.68% | Reduce -0.5% | 115,679 | $22.6M |
| Kwmg, LLC | 2.10% | Add +3.0% | 114,596 | $22.4M |
| Pettinga Financial Advisors LLC | 4.87% | Add +14.0% | 113,618 | $22.2M |
| Watts Gwilliam & Co., LLC | 3.64% | Add +6.1% | 108,479 | $22.2M |
| Citigroup Inc. | 0.02% | Reduce -1.9% | 113,093 | $22.1M |
| High Falls Advisors, Inc | 4.89% | Add +7.8% | 112,996 | $22.1M |
| Clearstead Advisors, LLC | 0.31% | Add +1.1% | 112,864 | $22.1M |
| Patriot Financial Group Insurance Agency, LLC | 2.52% | Add +5.1% | 112,496 | $22.0M |
| Callan Family Office, LLC | 0.69% | Reduce -5.8% | 112,198 | $21.9M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -50.8% | 111,520 | $21.8M |
| Lutz Financial Services LLC | 1.68% | Reduce -4.8% | 110,658 | $21.6M |
| WealthPlan Investment Management, LLC | 1.54% | Add +29.4% | 108,201 | $21.1M |
| Per Stirling Capital Management, LLC. | 2.75% | Reduce -29.8% | 107,989 | $21.1M |
| MV Capital Management, Inc. | 2.16% | Reduce -4.0% | 107,285 | $21.0M |
| First Merchants Corp. | 0.80% | Reduce -0.6% | 105,938 | $20.7M |
| Cahill Financial Advisors Inc. | 2.55% | Reduce -3.0% | 105,038 | $20.5M |
| Choreo, LLC | 0.29% | Add +1.1% | 104,676 | $20.5M |
| Wealth Alliance, LLC | 2.23% | Add +22.9% | 102,139 | $20.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.30% | Add +9.8% | 102,108 | $20.0M |
| Security Financial Services, INC. | 3.51% | Add +22.3% | 101,643 | $19.9M |
| Horst & Graben Wealth Management LLC | 3.29% | Add +7.5% | 101,626 | $19.9M |
| Ameritas Investment Partners, Inc. | 0.62% | Reduce -5.6% | 100,530 | $19.6M |
| Cerity Partners LLC | 0.04% | Add +24.7% | 100,448 | $19.6M |
| Bokf, NA | 0.32% | Reduce -19.2% | 100,117 | $19.6M |
| Blue Trust, Inc. | 0.23% | Add +7.5% | 99,934 | $19.5M |
| Liberty Wealth Management LLC | 3.06% | Add +15.9% | 99,789 | $19.5M |
| Brookstone Capital Management | 0.25% | Add +15.1% | 98,596 | $19.3M |
| SilverOak Wealth Management LLC | 3.62% | Add +0.9% | 98,587 | $19.3M |
| GHP Investment Advisors, Inc. | 0.85% | Reduce -0.6% | 97,933 | $19.1M |
| BOK Financial Private Wealth, Inc. | 1.28% | Reduce -2.4% | 97,875 | $19.1M |
| Graypoint LLC | 1.07% | Add +0.4% | 97,030 | $19.0M |
| Allworth Financial LP | 0.09% | Reduce -3.8% | 96,915 | $18.9M |
| Mesirow Financial Investment Management, Inc. | 0.37% | Reduce -1.7% | 96,768 | $18.9M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +38.3% | 95,300 | $18.6M |
| Ironwood Financial, llc | 3.98% | No change | 97,349 | $18.6M |
| TD Private Client Wealth LLC | 0.45% | Reduce -4.7% | 94,595 | $18.5M |
| Signature Wealth Management Partners, LLC | 10.56% | Add +12.3% | 94,583 | $18.5M |
| Narwhal Capital Management | 1.46% | No change | 93,284 | $18.2M |
| Farther Finance Advisors, LLC | 0.36% | Reduce -26.8% | 93,114 | $18.2M |
| Integrity Alliance, Llc. | 0.99% | Reduce -21.4% | 92,841 | $18.1M |
| Physician Wealth Advisors, Inc. | 2.82% | Add +7.7% | 91,745 | $17.9M |
| Global Retirement Partners, LLC | 0.44% | — | 91,673 | $17.9M |
| Cullen/Frost Bankers, Inc. | 0.22% | Reduce -0.1% | 91,654 | $17.9M |
| Keystone Financial Services | 6.09% | Add +21.8% | 91,593 | $17.9M |
| First Horizon Advisors, Inc. | 0.46% | Add +9.6% | 91,300 | $17.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.7% | 88,468 | $17.6M |
| Triad Wealth Partners, LLC | 3.50% | Add +25.3% | 88,782 | $17.3M |
| Saiph Capital, LLC | 6.69% | Reduce -2.6% | 87,972 | $17.2M |
| One Wealth Advisors, LLC | 2.35% | Add +16.9% | 86,524 | $16.9M |
| Savant Capital, LLC | 0.12% | Add +1.6% | 86,265 | $16.9M |
| VestGen Advisors, LLC | 0.67% | Add +13.3% | 85,588 | $16.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -35.4% | 85,872 | $16.8M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +1.3% | 85,373 | $16.7M |
| Matthew Goff Investment Advisor, LLC | 3.07% | Reduce -4.4% | 84,992 | $16.6M |
| Kelly Financial Services LLC | 4.87% | Add +21.8% | 84,671 | $16.5M |
| McMorgan & Co. LLC | 2.42% | Reduce -1.4% | 84,161 | $16.4M |
| Thoma Capital Management LLC | 10.46% | Add +18.4% | 84,121 | $16.4M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -7.7% | 83,907 | $16.4M |
| Merit Financial Group, LLC | 0.18% | Add +9.4% | 83,350 | $16.3M |
| Detalus Advisors, LLC | 4.59% | Add +13.3% | 81,124 | $15.9M |
| M1 Capital Management LLC | 7.92% | Add +0.9% | 80,444 | $15.7M |
| Cosner Financial Group, LLC | 8.71% | Add +4.4% | 80,051 | $15.6M |
| RTD Financial Advisors, Inc. | 1.99% | Add +11.9% | 79,624 | $15.6M |
| Trek Financial, LLC | 1.04% | Add +13.2% | 79,226 | $15.5M |
| Independent Solutions Wealth Management, LLC | 2.97% | Add +1.0% | 77,798 | $15.2M |
| Advisory Services Network, LLC | 0.24% | Add +17.5% | 77,037 | $15.2M |
| PAX Financial Group, LLC | 2.89% | Add +15.1% | 77,438 | $15.1M |
| Modera Wealth Management, LLC | 0.19% | Reduce -1.1% | 77,040 | $15.1M |
| Brass Tax Wealth Management, Inc. | 2.85% | Reduce -0.2% | 75,749 | $14.8M |
| Trustmark Bank Trust Department | 1.02% | Add +1.6% | 75,674 | $14.8M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -9.5% | 74,845 | $14.6M |
| Capital Analysts, LLC | 0.48% | Add +6.8% | 74,274 | $14.5M |
| Alesco Advisors, LLC, An ESL Co | 0.42% | Reduce -0.8% | 73,986 | $14.5M |
| FineMark National Bank & Trust | 0.48% | Reduce -0.5% | 72,635 | $14.2M |
| J.W. Cole Advisors, Inc. | 0.30% | Add +11.8% | 72,340 | $14.1M |
| Tidemark, LLC | 4.53% | Add +20.5% | 71,923 | $14.1M |
| ONE Advisory Partners, LLC | 4.67% | Add +20.4% | 69,798 | $14.0M |
| Associated Banc-Corp | 0.39% | Add +10.0% | 71,122 | $13.9M |
| Horizon Wealth Management, LLC | 2.43% | Reduce -62.7% | 70,865 | $13.8M |
| Smith Anglin Financial, LLC | 1.25% | Add +24.1% | 70,623 | $13.8M |
| KMG Fiduciary Partners, LLC | 1.01% | Add +0.7% | 70,068 | $13.7M |
| Trust Point Inc. | 1.29% | Reduce -0.1% | 70,046 | $13.7M |
| Invst, LLC | 1.68% | Add +29.8% | 69,007 | $13.5M |
| Astoria Strategic Wealth, Inc. | 3.63% | Add +1.3% | 68,754 | $13.4M |
| Occidental Asset Management, LLC | 1.83% | Add +1.0% | 67,711 | $13.2M |
| Ironwood Wealth Management, Inc. | 6.23% | Reduce -0.0% | 66,837 | $13.2M |
| Swmg, LLC | 4.40% | Add +53.3% | 65,578 | $13.1M |
| Blue Edge Capital, LLC | 1.92% | Add +0.3% | 66,099 | $12.9M |
| Wilmington Savings Fund Society, FSB | 0.23% | Add +0.0% | 65,606 | $12.8M |
| Durante & Waters, LLC | 9.98% | Reduce -12.1% | 64,926 | $12.7M |
| CoreCap Advisors, LLC | 0.51% | Reduce -18.7% | 64,695 | $12.6M |
| Rothschild Wealth LLC | 3.07% | Add +26.6% | 64,062 | $12.5M |
| Beese Fulmer Investment Management, Inc. | 0.93% | New | 63,912 | $12.5M |
| Natixis Advisors, LLC | 0.02% | Add +66.2% | 63,621 | $12.4M |
| BKM Wealth Management, LLC | 4.84% | Reduce -0.6% | 63,429 | $12.4M |
| WealthShield Partners, LLC | 1.50% | Add +14.9% | 63,358 | $12.4M |
| Instrumental Wealth, LLC | 9.77% | Add +2.2% | 62,750 | $12.3M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -15.6% | 62,742 | $12.3M |
| UMB Bank, n.a. | 0.19% | Reduce -5.5% | 62,570 | $12.2M |
| Bank Pictet & Cie (Europe) AG | 0.26% | No change | 62,390 | $12.2M |
| Apollon Wealth Management, LLC | 0.24% | Add +7.2% | 62,293 | $12.2M |
| Ieq Capital, LLC | 0.07% | Reduce -22.3% | 61,662 | $12.0M |
| Guidance Point Advisors, LLC | 3.19% | Reduce -0.6% | 61,403 | $12.0M |
| Sovran Advisors, LLC | 1.25% | Add +21.6% | 60,607 | $12.0M |
| McNaughton Wealth Management, LLC | 5.33% | Add +12.0% | 61,114 | $11.9M |
| Citizens Financial Group Inc. | 0.19% | Reduce -3.6% | 59,527 | $11.6M |
| Focus Financial Network, Inc. | 0.46% | Add +2.4% | 59,382 | $11.6M |
| Financial Advocates Investment Management | 0.95% | Reduce -1.5% | 59,354 | $11.6M |
| Cypress Wealth Services, LLC | 2.06% | Reduce -4.5% | 58,843 | $11.5M |
| Bank of Stockton | 3.42% | Add +2.7% | 58,714 | $11.5M |
| Prosperity Planning, Inc. | 4.63% | Reduce -2.3% | 58,585 | $11.4M |
| Resolute Wealth Advisor, Inc. | 6.48% | — | 53,933 | $11.4M |
| Arkadios Wealth Advisors | 0.34% | Add +19.4% | 57,267 | $11.2M |
| Parallel Advisors, LLC | 0.22% | Add +3.0% | 56,938 | $11.1M |
| Scissortail Wealth Management, LLC | 2.67% | Add +3.7% | 56,922 | $11.1M |
| Regal Investment Advisors LLC | 0.83% | Add +17.1% | 56,553 | $11.1M |
| Bay Harbor Wealth Management, LLC | 3.19% | Add +17.3% | 56,259 | $11.0M |
| ADG Wealth Management Group, LLC | 9.35% | Add +8.9% | 56,215 | $11.0M |
| Csenge Advisory Group | 0.58% | Add +7.4% | 58,111 | $11.0M |
| Broadview Financial Management, LLC | 7.32% | Reduce -2.6% | 55,159 | $10.8M |
| Concurrent Investment Advisors, LLC | 0.21% | Add +2.7% | 55,158 | $10.8M |
| Corient Private Wealth LP | 0.01% | Reduce -74.8% | 55,340 | $10.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.48% | — | 54,677 | $10.7M |
| Fifth Third Securities, Inc. | 0.80% | Add +6.7% | 54,436 | $10.6M |
| Ausdal Financial Partners, Inc. | 0.71% | Reduce -12.7% | 54,195 | $10.6M |
| Snowden Capital Advisors LLC | 0.32% | Add +12.8% | 54,164 | $10.6M |
| Arlington Trust Co LLC | 2.04% | Reduce -0.1% | 53,464 | $10.4M |
| Net Worth Advisory Group | 2.28% | Add +884.3% | 52,571 | $10.3M |
| Harbour Investments, Inc. | 0.26% | Reduce -1.0% | 52,134 | $10.2M |
| Acropolis Investment Management, LLC | 0.56% | Reduce -0.7% | 52,027 | $10.2M |
| Traynor Capital Management, Inc. | 0.72% | Reduce -2.4% | 51,453 | $10.2M |
| Michelson Medical Research Foundation, Inc. | 9.73% | No change | 51,905 | $10.1M |
| Franklin Resources Inc. | 0.00% | Add +4.3% | 51,715 | $10.1M |
| Asset Management Group, Inc. | 1.75% | Reduce -1.2% | 51,247 | $10.0M |
| Mutual Advisors, LLC | 0.24% | Add +4.3% | 48,656 | $9.8M |
| Financial Advisors Network, Inc. | 1.47% | Reduce -0.4% | 49,770 | $9.7M |
| HB Wealth Management, LLC | 0.08% | Reduce -6.0% | 49,321 | $9.6M |
| Sierra Capital LLC | 1.10% | Reduce -1.7% | 48,813 | $9.5M |
| Seros Financial, LLC | 6.04% | Add +4.3% | 48,803 | $9.5M |
| Rodgers & Associates, LTD | 1.05% | Reduce -0.5% | 48,696 | $9.5M |
| Keebeck Wealth Management | 1.25% | Add +2.7% | 48,595 | $9.5M |
| Quadrant Private Wealth Management, LLC | 1.95% | Add +6.4% | 48,048 | $9.4M |
| Simplicity Wealth,LLC | 0.39% | Add +119.0% | 47,842 | $9.3M |
| Sunbelt Securities, Inc. | 0.80% | Add +9.7% | 47,755 | $9.1M |
| Lansing Street Advisors | 2.66% | Add +5.1% | 45,640 | $8.9M |
| Mayflower Financial Advisors, LLC | 1.23% | Add +17.8% | 45,273 | $8.8M |
| Amundi | 0.00% | Add +7.5% | 44,500 | $8.8M |
| Nvest Financial, LLC | 4.56% | Add +11.6% | 44,762 | $8.7M |
| LMG Wealth Partners, LLC | 1.79% | Reduce -0.1% | 44,550 | $8.7M |
| LBMC Investment Advisors, LLC | 0.62% | Reduce -7.3% | 44,413 | $8.7M |
| DT Investment Partners, LLC | 0.77% | New | 43,950 | $8.6M |
| Avidian Wealth Enterprises, LLC | 0.35% | Add +2.0% | 43,857 | $8.6M |
| Kilter Group LLC | 4.50% | Reduce -23.6% | 43,748 | $8.5M |
| IFP Advisors, Inc | 0.24% | Add +6.9% | 43,455 | $8.5M |
| Geneos Wealth Management Inc. | 0.21% | Add +2.1% | 43,446 | $8.5M |
| FAS Wealth Partners, Inc. | 0.62% | Reduce -1.6% | 42,586 | $8.3M |
| TSA Wealth Managment LLC | 3.00% | Reduce -25.3% | 42,001 | $8.2M |
| Robertson Stephens Wealth Management, LLC | 0.28% | Reduce -9.4% | 41,695 | $8.1M |
| Great Valley Advisor Group, Inc. | 0.18% | Reduce -5.2% | 41,606 | $8.1M |
| Ehrlich Financial Group | 5.26% | Reduce -1.7% | 41,534 | $8.1M |
| Capital Advisors, Ltd. LLC | 1.00% | Add +0.4% | 41,459 | $8.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -75.0% | 40,900 | $8.0M |
| SigFig Wealth Management, LLC | 0.26% | Add +15.5% | 40,768 | $7.9M |
| United Asset Strategies, Inc. | 0.67% | Add +0.2% | 40,297 | $7.9M |
| Vertex Planning Partners, LLC | 1.64% | Add +4.1% | 40,126 | $7.8M |
| Sei Investments Co. | 0.01% | Reduce -1.4% | 39,746 | $7.8M |
| Pinnacle Financial Partners Inc | 0.16% | Reduce -9.7% | 39,360 | $7.7M |
| Willis Johnson & Associates, Inc. | 0.52% | Add +14.0% | 39,071 | $7.6M |
| Centerpoint Advisors, LLC | 2.57% | Reduce -0.1% | 38,801 | $7.6M |
| StoneX Group Inc. | 0.37% | Add +3.1% | 38,720 | $7.6M |
| Exencial Wealth Advisors, LLC | 0.27% | Reduce -0.1% | 38,576 | $7.5M |
| Maia Wealth LLC | 1.43% | Add +6.2% | 38,447 | $7.5M |
| Blair William & Co. | 0.02% | Add +0.9% | 38,334 | $7.5M |
| WCG Wealth Advisors LLC | 0.48% | Add +2.9% | 38,278 | $7.5M |
| Bradley Foster & Sargent Inc. | 0.11% | Reduce -0.2% | 37,543 | $7.3M |
| Stonegate Investment Group, LLC | 0.18% | Reduce -0.1% | 37,011 | $7.2M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +1.4% | 36,784 | $7.2M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Reduce -0.0% | 36,752 | $7.2M |
| Daymark Wealth Partners, LLC | 0.27% | Add +1.1% | 36,525 | $7.1M |
| Wescott Financial Advisory Group, LLC | 0.67% | Add +4.0% | 35,845 | $7.0M |
| True Vision MN LLC | 3.84% | Add +9.3% | 35,538 | $6.9M |
| YHB Investment Advisors, Inc. | 0.53% | Add +0.4% | 35,438 | $6.9M |
| Edmond DE Rothschild Holding S.A. | 0.11% | Reduce -20.5% | 35,431 | $6.9M |
| Ancora Advisors LLC | 0.14% | Add +10.4% | 35,032 | $6.8M |
| CFS Investment Advisory Services, LLC | 0.56% | Add +4.2% | 34,973 | $6.8M |
| Hobbs Wealth Management, LLC | 6.52% | Add +16.5% | 34,960 | $6.8M |
| Cresset Asset Management, LLC | 0.03% | Reduce -4.4% | 34,687 | $6.8M |
| ETF Portfolio Partners, Inc. | 1.83% | Reduce -6.6% | 33,836 | $6.6M |
| Pure Financial Advisors, LLC | 0.12% | Reduce -0.5% | 33,761 | $6.6M |
| SCS Capital Management LLC | 0.07% | Reduce -8.6% | 33,465 | $6.5M |
| Financial Enhancement Group LLC | 0.93% | Reduce -0.0% | 32,770 | $6.5M |
| Vicus Capital | 0.54% | Add +0.4% | 33,077 | $6.5M |
| LYNX Capital Group Ltd. | 3.10% | Reduce -1.2% | 32,839 | $6.4M |
| Efficient Advisors, LLC | 0.38% | Reduce -5.8% | 32,549 | $6.4M |
| Heck Capital Advisors, LLC | 0.54% | Add +3.3% | 32,306 | $6.3M |
| Nicolet Bankshares Inc. | 1.09% | Add +0.3% | 32,138 | $6.3M |
| Pandora Wealth, Inc. | 3.86% | Reduce -0.7% | 32,106 | $6.3M |
| Sax Wealth Advisors, LLC | 0.38% | Add +10.4% | 31,963 | $6.2M |
| Endeavor Private Wealth, Inc. | 2.94% | Add +25.8% | 31,814 | $6.2M |
| Cassaday & Co Wealth Management LLC | 0.16% | Add +704.2% | 31,813 | $6.2M |
| AtlasMark Financial, Inc | 4.70% | Add +55.6% | 31,600 | $6.2M |
| Apeiron RIA LLC | 1.57% | Add +36.5% | 31,191 | $6.1M |
| Lighthouse Financial LLC | 4.67% | Reduce -8.7% | 31,179 | $6.1M |
| Equitable Trust Co. | 0.30% | Add +2.1% | 31,051 | $6.1M |
| Sapient Capital LLC | 0.11% | No change | 31,023 | $6.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.66% | Add +0.4% | 30,916 | $6.0M |
| SFI Advisors, LLC | 4.17% | Reduce -5.1% | 30,871 | $6.0M |
| Carbahal Olsen Financial Services Group, LLC | 5.13% | Reduce -0.4% | 30,803 | $6.0M |
| Tortoise Investment Management, LLC | 0.57% | Reduce -3.5% | 30,514 | $6.0M |
| One Wealth Capital Management, LLC | 2.80% | Add +12.4% | 30,477 | $6.0M |
| Banco Santander, S.A. | 0.06% | Reduce -5.1% | 30,284 | $5.9M |
| Caliber Wealth Management, LLC / KS | 0.63% | Add +11.4% | 29,872 | $5.8M |
| Brown Advisory Inc. | 0.01% | Add +1.6% | 29,776 | $5.8M |
| Level Four Advisory Services, LLC | 0.21% | Add +4.0% | 29,744 | $5.8M |
| Twin Peaks Wealth Advisors, LLC | 1.88% | Add +35.0% | 28,925 | $5.8M |
| Oppenheimer & Co. Inc. | 0.08% | Add +11.6% | 29,476 | $5.8M |
| Falcon Wealth Planning | 0.58% | Add +11.2% | 29,326 | $5.7M |
| Pathway Financial Advisors LLC | 0.84% | No change | 29,262 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -31.3% | 29,124 | $5.7M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Reduce -37.6% | 29,111 | $5.7M |
| Pacific Financial Group Inc. | 4.39% | Reduce -18.5% | 28,798 | $5.6M |
| Gen-Wealth Partners Inc | 2.16% | Add +5.0% | 28,671 | $5.6M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +3.8% | 28,645 | $5.6M |
| Gunma Bank,Ltd. | 1.79% | Add +40.0% | 28,000 | $5.5M |
| AQR Capital Management | 0.00% | Reduce -26.4% | 27,894 | $5.5M |
| Tilson Financial Group, Inc. | 2.05% | Add +47.8% | 27,756 | $5.4M |
| B. Riley Wealth Advisors, Inc. | 0.26% | Reduce -66.8% | 27,679 | $5.4M |
| Stenger Family Office, LLC | 1.39% | — | 27,184 | $5.4M |
| Guardian Wealth Advisors, LLC | 3.19% | Reduce -13.7% | 27,565 | $5.4M |
| Soltis Investment Advisors LLC | 0.42% | Reduce -1.8% | 27,259 | $5.3M |
| First Heartland Consultants, Inc. | 0.47% | Reduce -11.8% | 27,214 | $5.3M |
| Sterling Investment Advisors LLC | 2.77% | Reduce -0.6% | 27,213 | $5.3M |
| Firethorn Wealth Partners, LLC | 2.30% | Add +6.5% | 27,160 | $5.3M |
| Charter Oak Capital Management, LLC | 0.45% | Reduce -2.4% | 27,067 | $5.3M |
| Hoxton Planning & Management, LLC | 1.82% | Add +12.2% | 27,018 | $5.3M |
| Avestar Capital, LLC | 0.38% | Reduce -3.2% | 26,903 | $5.3M |
| W Advisors, LLC | 3.00% | Add +3.6% | 26,769 | $5.2M |
| Old Mission Investment Co LLC | 1.43% | Reduce -2.4% | 26,746 | $5.2M |
| First Trust Advisors LP | 0.00% | Add +2.8% | 26,527 | $5.2M |
| Tradition Wealth Management, LLC | 0.41% | Add +1.5% | 26,507 | $5.2M |
| Founders Grove Wealth Partners, LLC | 1.29% | Reduce -6.6% | 26,331 | $5.1M |
| Mgo One Seven LLC | 0.16% | Add +547.0% | 25,738 | $5.0M |
| Prospera Financial Services Inc | 0.09% | Reduce -2.5% | 25,710 | $5.0M |
| 5T Wealth, LLC | 2.52% | Reduce -2.8% | 25,370 | $5.0M |
| Cranbrook Wealth Management, LLC | 1.05% | Add +3.2% | 25,291 | $4.9M |
| Waterway Wealth Management, LLC | 1.48% | Add +56.5% | 24,967 | $4.9M |
| May Hill Capital, LLC | 1.61% | Add +214.5% | 24,954 | $4.9M |
| Alpine Bank Wealth Management | 0.74% | No change | 24,944 | $4.9M |
| Flagstar Securities, Inc. | 1.34% | Add +1.5% | 24,750 | $4.8M |
| Leslie Global Wealth, LLC | 2.58% | Add +102.6% | 24,720 | $4.8M |
| Elevation Point Wealth Partners, LLC | 0.38% | Add +16.8% | 24,674 | $4.8M |
| Lantz Financial LLC | 1.20% | Add +18.8% | 24,616 | $4.8M |
| Forte Asset Management LLC | 2.44% | Reduce -56.7% | 24,462 | $4.8M |
| Peoples Bank | 2.95% | Add +5.5% | 24,461 | $4.8M |
| Shared Vision Wealth Group LLC | 2.36% | Add +9.4% | 24,025 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -24.5% | 24,206 | $4.7M |
| Mullaney, Keating & Wright, Inc. | 3.09% | Reduce -0.5% | 24,121 | $4.7M |
| Clarus Wealth Advisors | 2.16% | Add +5.4% | 23,700 | $4.7M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.81% | Add +2.7% | 23,757 | $4.7M |
| Investment Partners, LTD. | 1.75% | Add +0.1% | 23,703 | $4.6M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -0.9% | 23,497 | $4.6M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -2.4% | 23,398 | $4.6M |
| Arax Advisory Partners | 0.21% | Reduce -94.0% | 6,614 | $4.6M |
| Resolute Wealth Strategies, LLC | 2.45% | Add +0.1% | 23,365 | $4.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Reduce -7.1% | 23,278 | $4.5M |
| Sterling Financial Planning, Inc. | 1.52% | Reduce -0.5% | 23,272 | $4.5M |
| Leo Wealth, LLC | 0.35% | Add +524.4% | 23,251 | $4.5M |
| Arcadia Investment Advisors LLC | 2.33% | Add +0.0% | 23,051 | $4.5M |
| Quotient Wealth Partners, LLC | 0.13% | Add +0.1% | 23,029 | $4.5M |
| Chicago Partners Investment Group LLC | 0.13% | Reduce -4.3% | 22,415 | $4.5M |
| Lifelong Wealth Advisors, Inc. | 1.48% | Add +10.2% | 22,784 | $4.5M |
| Magnus Financial Group LLC | 0.39% | Add +32.9% | 22,488 | $4.4M |
| Calamos Advisors LLC | 0.03% | Add +10.0% | 22,435 | $4.4M |
| Rik Saylor Financial, Inc. | 3.37% | Reduce -0.1% | 22,404 | $4.4M |
| Acas, LLC | 2.92% | Reduce -1.9% | 21,554 | $4.4M |
| Hilltop Wealth Advisors, LLC | 2.41% | Reduce -2.3% | 21,913 | $4.3M |
| Fund Evaluation Group, LLC | 0.17% | No change | 21,896 | $4.3M |
| Smithfield Trust Co | 0.20% | No change | 21,770 | $4.3M |
| Wesbanco Bank Inc. | 0.13% | Reduce -1.3% | 21,748 | $4.3M |
| Barnes Wealth Management Group, Inc | 2.50% | Add +7.7% | 21,657 | $4.2M |
| Assetmark, Inc. | 0.01% | Add +195.0% | 21,138 | $4.1M |
| Advus Financial Partners, LLC | 1.05% | Add +31.7% | 21,076 | $4.1M |
| Ascent Wealth Partners, LLC | 0.51% | Add +2.0% | 21,069 | $4.1M |
| Pinnacle Bancorp, Inc. | 1.27% | Reduce -4.3% | 21,024 | $4.1M |
| FFG Retirement Advisors LLC | 2.57% | Add +41.0% | 20,951 | $4.1M |
| Edgar Lomax Co. | 0.26% | Reduce -0.2% | 20,757 | $4.1M |
| Strategic Blueprint, LLC | 0.20% | Add +16.0% | 20,559 | $4.0M |
| Gateway Wealth Partners, LLC | 0.76% | Add +22.8% | 20,422 | $4.0M |
| Hudson Capital Management LLC | 1.17% | Reduce -14.0% | 20,376 | $4.0M |
| IFG Advisory, LLC | 0.20% | Add +52.1% | 20,367 | $4.0M |
| Jackson Hole Capital Partners, LLC | 0.73% | Reduce -2.1% | 20,345 | $4.0M |
| Wealth Advisory Solutions, LLC | 1.01% | Reduce -0.1% | 20,330 | $4.0M |
| Stordahl Capital Management, Inc. | 0.88% | Add +0.2% | 20,255 | $4.0M |
| O'Connor Financial Group LLC | 1.75% | Reduce -4.8% | 19,920 | $4.0M |
| Harbor Investment Advisory, LLC | 0.35% | Add +0.3% | 20,113 | $3.9M |
| Glen Eagle Advisors, LLC | 0.60% | Reduce -9.3% | 20,033 | $3.9M |
| Cubist Systematic Strategies, LLC | 0.04% | New | 19,987 | $3.9M |
| Anson Capital, Inc. | 3.14% | Add +0.3% | 19,977 | $3.9M |
| Morris Financial Concepts, Inc. | 1.54% | Add +15.8% | 19,863 | $3.9M |
| Hancock Whitney Corp. | 0.07% | Reduce -13.0% | 19,603 | $3.8M |
| Centurion Wealth Management LLC | 1.10% | Add +55.6% | 19,582 | $3.8M |
| Ritholtz Wealth Management | 0.08% | Add +464.0% | 19,391 | $3.8M |
| Texas Capital Bank Wealth Management Services Inc | 0.35% | Add +392.5% | 19,273 | $3.8M |
| Dorsey & Whitney Trust CO LLC | 0.20% | Reduce -1.0% | 19,179 | $3.7M |
| Pines Wealth Management, LLC | 1.32% | Add +1.4% | 18,852 | $3.7M |
| Theory Financial LLC | 1.42% | Add +15.9% | 18,992 | $3.7M |
| Axis Wealth Partners, LLC | 2.46% | Reduce -1.4% | 19,142 | $3.7M |
| BTC Capital Management, Inc. | 0.30% | No change | 19,037 | $3.7M |
| Bare Financial Services, Inc | 1.25% | Reduce -4.8% | 19,032 | $3.7M |
| RKL Wealth Management LLC | 0.33% | Reduce -3.8% | 19,024 | $3.7M |
| Rogco, LP | 1.39% | No change | 18,926 | $3.7M |
| My Legacy Advisors, LLC | 1.32% | Add +12.2% | 18,579 | $3.7M |
| Verus Capital Partners, LLC | 0.33% | Add +15.5% | 18,845 | $3.7M |
| AlphaCore Capital LLC | 0.14% | Add +0.7% | 18,773 | $3.7M |
| Diversified Trust Co. | 0.08% | Add +5.5% | 18,698 | $3.7M |
| Telos Capital Management, Inc. | 0.37% | Add +8.8% | 18,491 | $3.6M |
| MSH Capital Advisors LLC | 1.04% | Add +3.9% | 18,465 | $3.6M |
| Gray Private Wealth, LLC | 1.94% | Reduce -1.2% | 18,429 | $3.6M |
| Dohj, LLC | 1.03% | Add +76.7% | 19,800 | $3.6M |
| Copperleaf Capital, LLC | 1.79% | Add +4.3% | 18,117 | $3.5M |
| Investment Advisory Group, LLC | 1.07% | Add +0.7% | 18,057 | $3.5M |
| Southern Capital Advisors, LLC | 1.79% | Add +3.2% | 17,958 | $3.5M |
| Tiaa Trust, National Association | 0.01% | Reduce -1.1% | 17,899 | $3.5M |
| Pinnacle Family Advisors, LLC | 1.70% | Add +4.6% | 17,924 | $3.5M |
| Valeo Financial Advisors, LLC | 0.09% | Add +2.7% | 17,734 | $3.5M |
| Nwam LLC | 0.20% | Add +14.8% | 17,571 | $3.5M |
| Oxford Financial Group, LTD. LLC | 0.20% | Add +0.6% | 17,519 | $3.4M |
| Integrated Advisors Network LLC | 0.15% | Add +38.1% | 17,434 | $3.4M |
| Florida Trust Wealth Management Co | 0.10% | Add +5.6% | 17,408 | $3.4M |
| Old National Bancorp | 0.06% | Add +272.7% | 17,314 | $3.4M |
| SIMA Wealth Partners, LLC | 2.71% | Reduce -1.4% | 17,180 | $3.4M |
| St. Clair Advisors, LLC | 0.87% | Reduce -8.4% | 17,094 | $3.3M |
| Belpointe Asset Management LLC | 0.14% | Reduce -1.7% | 16,978 | $3.3M |
| Kickstand Ventures, Llc. | 0.77% | Reduce -3.8% | 16,895 | $3.3M |
| FORM Wealth Advisors, LLC | 0.40% | Add +5.2% | 16,883 | $3.3M |
| Evercore Wealth Management, LLC | 0.05% | No change | 16,837 | $3.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -3.3% | 16,803 | $3.3M |
| Western Wealth Management, LLC | 0.19% | Reduce -67.2% | 16,621 | $3.2M |
| First Citizens Bank & Trust Co. | 0.06% | Reduce -6.9% | 16,524 | $3.2M |
| Stegner Investment Associates Inc. | 1.98% | Add +0.5% | 16,518 | $3.2M |
| Garde Capital, Inc. | 0.17% | Reduce -9.2% | 16,433 | $3.2M |
| National Philanthropic Trust | 0.04% | Reduce -4.4% | 16,419 | $3.2M |
| IHT Wealth Management, LLC | 0.09% | Reduce -6.9% | 16,405 | $3.2M |
| Independent Financial Group, LLC | 0.09% | Add +49.1% | 16,279 | $3.2M |
| Bridges Investment Management Inc. | 0.04% | Reduce -1.7% | 16,265 | $3.2M |
| Sowell Financial Services LLC | 0.13% | Add +6.2% | 16,193 | $3.2M |
| Quantinno Capital Management LP | 0.01% | Reduce -6.8% | 16,062 | $3.1M |
| Davis Wealth Advisors, LLC | 3.33% | Add +10.8% | 16,056 | $3.1M |
| Retirement Wealth Solutions LLC | 2.26% | Add +18.0% | 15,864 | $3.1M |
| Mather Group, Llc. | 0.03% | Add +8.7% | 15,799 | $3.1M |
| SOL Capital Management CO | 0.30% | Add +1.3% | 15,760 | $3.1M |
| Midwest Trust Co | 0.04% | — | 15,725 | $3.1M |
| Peregrine Asset Advisers, Inc. | 0.96% | Reduce -0.1% | 15,703 | $3.1M |
| Summit Investment Advisory Services, LLC | 1.33% | Add +0.0% | 15,605 | $3.0M |
| Thompson Investment Management, Inc. | 0.43% | Add +6.0% | 15,555 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +0.7% | 15,328 | $3.0M |
| Seneca House Advisors | 1.27% | Add +0.4% | 15,246 | $3.0M |
| World Investment Advisors | 0.07% | Reduce -92.8% | 15,198 | $3.0M |
| WealthPLAN Partners, LLC | 0.48% | Add +14.3% | 15,128 | $3.0M |
| Tobias Financial Advisors, Inc. | 0.50% | Reduce -0.1% | 15,072 | $2.9M |
| Cadence Bank | 0.19% | Reduce -3.8% | 15,016 | $2.9M |
| Centaurus Financial, Inc. | 0.17% | Add +6.0% | 14,799 | $2.9M |
| Glass Jacobson Investment Advisors llc | 1.10% | Reduce -0.6% | 14,653 | $2.9M |
| Trail Ridge Investment Advisors, LLC | 1.37% | Reduce -5.4% | 14,460 | $2.8M |
| Commonwealth Retirement Investments LLC | 1.08% | Add +32.9% | 14,506 | $2.8M |
| Fullcircle Wealth LLC | 1.06% | Add +28.8% | 14,416 | $2.8M |
| GenWealth Group, Inc. | 0.57% | Reduce -0.5% | 14,378 | $2.8M |
| Gryphon Financial Partners LLC | 0.37% | Add +0.1% | 14,342 | $2.8M |
| Market Street Wealth Management Advisors LLC | 0.45% | Reduce -3.4% | 14,261 | $2.8M |
| RCS Financial Planning, LLC | 1.39% | Add +31.3% | 14,260 | $2.8M |
| Principal Financial Group Inc. | 0.00% | Add +0.0% | 14,215 | $2.8M |
| New Age Alpha Advisors, LLC | 0.12% | Add +6.9% | 14,156 | $2.8M |
| Allstate Corp. | 0.20% | Reduce -29.8% | 14,138 | $2.8M |
| SouthState Bank Corp | 0.12% | Add +64.2% | 14,116 | $2.8M |
| BridgePort Financial Solutions, LLC | 0.92% | Add +13.9% | 14,092 | $2.8M |
| First Foundation Advisors | 0.10% | Add +70.7% | 13,740 | $2.7M |
| Bush Investment Group, LLC | 1.79% | Add +4.4% | 13,677 | $2.7M |
| Sequent Asset Management, LLC | 2.13% | Reduce -0.6% | 13,651 | $2.7M |
| Avior Wealth Management, LLC | 0.09% | Reduce -0.9% | 13,607 | $2.7M |
| Coign Capital Advisors LLC | 1.79% | Add +9.9% | 13,523 | $2.6M |
| LifePlan Investment Advisors, Inc. | 1.31% | Add +18.8% | 13,521 | $2.6M |
| Ellis Investment Partners, LLC | 0.51% | Add +2.4% | 13,519 | $2.6M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -6.9% | 13,454 | $2.6M |
| Ascent Capital Management, LLC | 2.32% | Add +23.1% | 13,372 | $2.6M |
| Grey Ledge Advisors, LLC | 0.64% | Add +7.1% | 13,334 | $2.6M |
| Gables Capital Management Inc. | 1.23% | No change | 13,330 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +2.0% | 13,259 | $2.6M |
| Brave Asset Management Inc. | 0.71% | Reduce -0.1% | 13,250 | $2.6M |
| Afg Fiduciary Services Limited Partnership | 1.67% | Reduce -5.2% | 13,102 | $2.6M |
| Flagship Wealth Advisors, LLC | 0.97% | Reduce -6.4% | 13,183 | $2.6M |
| Park Place Capital Corp | 0.58% | Reduce -35.9% | 12,914 | $2.5M |
| Redwood Investment Management, LLC | 0.27% | Add +61.2% | 13,010 | $2.5M |
| Calton & Associates, Inc. | 0.44% | New | 12,977 | $2.5M |
| Interchange Capital Partners, LLC | 0.59% | Add +18.4% | 13,015 | $2.5M |
| Bank of Hawaii | 0.13% | Reduce -1.0% | 12,929 | $2.5M |
| PKS Advisory Services, LLC | 0.62% | Reduce -2.7% | 12,771 | $2.5M |
| Blalock Williams, LLC | 2.48% | Add +25.6% | 12,708 | $2.5M |
| Brighton Jones LLC | 0.07% | Reduce -0.3% | 12,674 | $2.5M |
| Tsfg, LLC | 0.45% | Add +0.9% | 12,587 | $2.5M |
| Synovus Financial Corp. | 0.03% | Add +23.0% | 12,579 | $2.5M |
| Operose Advisors LLC | 0.69% | Reduce -0.3% | 12,572 | $2.5M |
| SWP Financial LLC | 1.35% | Reduce -2.1% | 12,542 | $2.5M |
| Sigma Investment Counselors Inc. | 0.13% | No change | 12,436 | $2.4M |
| Regimen Wealth, LLC | 0.74% | Add +59.3% | 12,252 | $2.4M |
| WealthBridge Capital Management, LLC | 0.60% | Reduce -0.4% | 12,193 | $2.4M |
| Graves Light Lenhart Wealth, Inc. | 0.28% | No change | 12,044 | $2.4M |
| Wellspring Financial Advisors, LLC | 0.21% | Add +0.2% | 12,033 | $2.4M |
| Scotia Capital Inc. | 0.01% | Reduce -3.5% | 11,945 | $2.3M |
| Clear Creek Financial Management, LLC | 0.22% | Add +15.6% | 11,924 | $2.3M |
| Uptick Partners, LLC | 0.67% | Add +0.7% | 11,900 | $2.3M |
| BCU Wealth Advisors, LLC | 1.04% | Add +47.8% | 11,879 | $2.3M |
| CLG LLC | 0.72% | Add +0.3% | 11,821 | $2.3M |
| TRUE Private Wealth Advisors | 0.26% | Reduce -14.3% | 11,622 | $2.3M |
| Transcend Capital Advisors, LLC | 0.18% | Add +23.6% | 11,614 | $2.3M |
| AlTi Global, Inc. | 0.06% | No change | 11,453 | $2.2M |
| Wealth Dimensions Group, Ltd. | 0.49% | Add +2.6% | 11,452 | $2.2M |
| Partners Wealth Management, LLC | 2.54% | No change | 11,720 | $2.2M |
| Forefront Wealth Partners, LLC | 1.53% | Add +37.8% | 11,598 | $2.2M |
| Councilor Wealth, LLC | 1.04% | Add +0.3% | 11,352 | $2.2M |
| Total Investment Management Inc. | 0.32% | Add +0.1% | 11,305 | $2.2M |
| Roble, Belko & Company, Inc | 0.32% | No change | 11,238 | $2.2M |
| Brookwood Investment Group LLC | 0.35% | Add +25.1% | 11,235 | $2.2M |
| Mattern Wealth Management LLC | 0.45% | No change | 11,070 | $2.2M |
| Compound Planning, Inc. | 0.08% | Add +2.3% | 11,015 | $2.2M |
| Strategies Wealth Advisors, LLC | 0.23% | Reduce -8.8% | 11,009 | $2.2M |
| Bryn Mawr Trust Advisors, LLC | 0.12% | Add +0.3% | 10,982 | $2.1M |
| Davis Selected Advisers | 0.01% | Reduce -44.3% | 10,978 | $2.1M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -9.6% | 10,974 | $2.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.32% | Add +80.2% | 10,970 | $2.1M |
| Summit Financial Consulting LLC | 1.93% | New | 10,962 | $2.1M |
| Simon Quick Advisors, LLC | 0.11% | Reduce -2.7% | 10,914 | $2.1M |
| GenTrust, LLC | 0.10% | No change | 10,900 | $2.1M |
| Crestwood Advisors Group, LLC | 0.04% | Add +1.1% | 10,894 | $2.1M |
| Insight Advisors, LLC/ PA | 0.34% | Add +307.2% | 10,831 | $2.1M |
| Gemmer Asset Management LLC | 0.19% | Reduce -3.1% | 10,753 | $2.1M |
| Dumont & Blake Investment Advisors LLC | 0.55% | Reduce -0.1% | 10,746 | $2.1M |
| Marietta Wealth Management, LLC | 0.27% | Add +0.0% | 10,729 | $2.1M |
| Renasant Bank | 1.40% | Reduce -38.5% | 10,709 | $2.1M |
| Venturi Wealth Management, LLC | 0.10% | Add +0.3% | 10,696 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.6% | 10,690 | $2.1M |
| Truepoint, Inc. | 0.05% | Reduce -29.0% | 10,637 | $2.1M |
| Eq LLC | 0.81% | Reduce -85.3% | 10,622 | $2.1M |
| Mission Wealth Management, LP | 0.04% | Add +0.6% | 10,479 | $2.0M |
| Family Firm, Inc. | 0.49% | Reduce -0.1% | 10,457 | $2.0M |
| Retirement Income Solutions, Inc. | 0.37% | Reduce -0.2% | 10,441 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -5.5% | 10,363 | $2.0M |
| Whittier Trust Co. | 0.02% | No change | 10,307 | $2.0M |
| GeoWealth Management, LLC | 0.08% | Add +15.5% | 10,268 | $2.0M |
| Smartleaf Asset Management LLC | 0.18% | Add +127.0% | 10,315 | $2.0M |
| Tranquility Partners, LLC | 0.71% | Reduce -0.0% | 10,211 | $2.0M |
| GWN Securities Inc. | 0.37% | Reduce -89.8% | 10,174 | $2.0M |
| Able Wealth Management LLC | 1.00% | Add +2.1% | 10,191 | $2.0M |
| Sonoma Private Wealth LLC | 2.43% | Reduce -2.6% | 10,145 | $2.0M |
| Hilltop Holdings Inc. | 0.13% | Add +7.5% | 10,140 | $2.0M |
| Hirtle & Co., LLC | 0.08% | Reduce -1.1% | 10,100 | $2.0M |
| Essex Financial Services, Inc. | 0.13% | Add +23.8% | 10,099 | $2.0M |
| Nottingham Advisors, Inc. | 0.29% | Reduce -5.5% | 10,073 | $2.0M |
| Castle Wealth Management LLC | 0.71% | Reduce -0.5% | 10,024 | $2.0M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -20.8% | 9,757 | $2.0M |
| Birnam Oak Advisors, LP | 0.59% | No change | 10,000 | $2.0M |
| Commerce Bank | 0.01% | Reduce -3.9% | 9,984 | $2.0M |
| Bailard, Inc. | 0.05% | Reduce -4.7% | 9,949 | $1.9M |
| Neumann Capital Management, LLC | 0.61% | Reduce -14.1% | 9,895 | $1.9M |
| Custos Family Office, LLC | 0.62% | Reduce -1.4% | 9,887 | $1.9M |
| Florida Financial Advisors, LLC | 0.47% | Add +106.2% | 9,867 | $1.9M |
| Sonata Capital Group Inc. | 0.77% | Reduce -2.9% | 9,814 | $1.9M |
| 17 Capital Partners, LLC | 1.11% | Add +10.1% | 9,814 | $1.9M |
| Tradewinds, LLC. | 1.45% | Add +570.8% | 9,801 | $1.9M |
| Merkkuri Wealth Advisors LLC | 1.45% | Add +26.9% | 9,801 | $1.9M |
| NorthLanding Financial Partners, LLC | 1.67% | Add +0.2% | 9,669 | $1.9M |
| Commonwealth Financial Services, LLC | 0.36% | Add +11.9% | 9,606 | $1.9M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | Add +23.2% | 9,545 | $1.9M |
| Stephens Inc. | 0.03% | Reduce -3.0% | 9,525 | $1.9M |
| Yukon Wealth Management, Inc. | 0.67% | Add +8.8% | 9,523 | $1.9M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -48.4% | 9,504 | $1.9M |
| Sutton Place Investors LLC | 1.11% | Add +7.1% | 9,480 | $1.9M |
| Flow Traders U.S. LLC | 0.07% | Reduce -76.7% | 9,460 | $1.8M |
| Sachetta, LLC | 0.73% | Reduce -2.6% | 9,452 | $1.8M |
| Bessemer Group Inc. | 0.00% | Reduce -0.6% | 9,456 | $1.8M |
| Bernardo Wealth Planning LLC | 0.40% | Reduce -0.4% | 9,446 | $1.8M |
| Rathbones Group PLC | 0.01% | Add +2.1% | 9,437 | $1.8M |
| WBH Advisory Inc. | 0.16% | Reduce -5.3% | 9,428 | $1.8M |
| United Advisor Group, LLC | 0.32% | Add +3.3% | 9,379 | $1.8M |
| Clearview Wealth Advisors LLC | 1.28% | Add +5.7% | 9,368 | $1.8M |
| Kohmann Bosshard Financial Services, LLC | 0.20% | No change | 9,301 | $1.8M |
| First Commonwealth Financial Corp | 0.39% | Reduce -15.6% | 9,289 | $1.8M |
| Patriot Investment Management Group, Inc. | 0.12% | No change | 9,237 | $1.8M |
| Accelerate Investment Advisors LLC | 1.34% | Add +11.4% | 9,212 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +2.1% | 9,091 | $1.8M |
| Finley Financial, LLC | 0.89% | No change | 9,085 | $1.8M |
| Private Wealth Asset Management, LLC | 0.24% | No change | 9,085 | $1.8M |
| Total Wealth Planning, LLC | 0.22% | Reduce -0.1% | 9,083 | $1.8M |
| Mill Creek Capital Advisors, LLC | 0.04% | Add +21.0% | 9,058 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.24% | Add +2.8% | 9,008 | $1.8M |
| Turtle Creek Wealth Advisors, LLC | 0.21% | New | 8,968 | $1.8M |
| Signal Advisors Wealth, LLC | 0.14% | Add +46.5% | 8,959 | $1.8M |
| Hopwood Financial Services, Inc. | 1.37% | No change | 8,943 | $1.7M |
| Procyon Advisors, LLC | 0.17% | Reduce -0.1% | 8,923 | $1.7M |
| Taylor Financial Group, Inc. | 1.07% | Add +3.3% | 8,737 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -3.8% | 8,733 | $1.7M |
| Raleigh Capital Management Inc. | 0.70% | Add +17.5% | 8,534 | $1.7M |
| BigSur Wealth Management LLC | 0.42% | No change | 8,500 | $1.7M |
| Empirical Asset Management, LLC | 0.51% | Add +2.7% | 8,499 | $1.7M |
| Heritage Financial Services, LLC | 0.16% | Add +1.3% | 8,464 | $1.7M |
| Aspiriant, LLC | 0.05% | Add +98.8% | 8,448 | $1.7M |
| Infinity Wealth Counsel, LLC | 1.66% | No change | 8,399 | $1.6M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -1.8% | 8,373 | $1.6M |
| Private Trust Co. NA | 0.16% | Add +6.0% | 8,341 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Add +0.8% | 8,323 | $1.6M |
| AdvisorNet Financial, Inc | 0.10% | Add +1.4% | 8,314 | $1.6M |
| Stonebridge Financial Planning Group, LLC | 0.68% | Add +0.0% | 8,309 | $1.6M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -4.8% | 8,290 | $1.6M |
| Glenview Trust Co | 0.03% | Reduce -2.0% | 8,259 | $1.6M |
| Bison Wealth, LLC | 0.13% | Add +52.1% | 8,195 | $1.6M |
| Lee Financial Co | 0.23% | Reduce -9.5% | 8,244 | $1.6M |
| Forum Financial Management, LP | 0.02% | No change | 8,212 | $1.6M |
| Plum Street Advisors, LLC | 0.71% | No change | 8,204 | $1.6M |
| Eldridge Investment Advisors, Inc. | 0.33% | Reduce -1.0% | 8,195 | $1.6M |
| Rialto Wealth Management, LLC | 0.44% | No change | 8,127 | $1.6M |
| Dentgroup LLC | 1.10% | Add +74.0% | 8,099 | $1.6M |
| Oxinas Partners, LLC | 0.81% | Add +12.8% | 8,082 | $1.6M |
| Sovereign Financial Group, Inc. | 0.33% | Reduce -0.4% | 8,069 | $1.6M |
| Tiemann Investment Advisors, LLC | 0.64% | Add +3.4% | 8,044 | $1.6M |
| International Assets Investment Management, LLC | 0.13% | Add +21.1% | 8,025 | $1.6M |
| Elios Financial Group Inc. | 0.71% | Add +27.6% | 8,008 | $1.6M |
| Klaas Financial Asset Advisors, LLC | 0.25% | Reduce -1.7% | 7,995 | $1.6M |
| Glenmede Investment Management, LP | 0.01% | — | 7,990 | $1.6M |
| Avantax Planning Partners, Inc. | 0.05% | Add +4.9% | 7,935 | $1.6M |
| Traub Capital Management LLC | 1.43% | — | 7,902 | $1.5M |
| Hazlett, Burt & Watson, Inc. | 0.63% | Reduce -1.7% | 7,840 | $1.5M |
| Farmers & Merchants Investments Inc. | 0.04% | Reduce -3.9% | 7,725 | $1.5M |
| Trilogy Capital Inc. | 0.07% | Reduce -1.4% | 7,711 | $1.5M |
| Clear Investment Research, LLC | 1.89% | Add +1.5% | 7,681 | $1.5M |
| Sound Income Strategies, LLC | 0.09% | Add +31.5% | 7,673 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -18.3% | 7,658 | $1.5M |
| Apex Wealth Management, LLC | 1.20% | Reduce -51.6% | 7,635 | $1.5M |
| Burkett Financial Services, LLC | 0.53% | Add +3.6% | 7,535 | $1.5M |
| Hutchens & Kramer Investment Management Group, LLC | 0.67% | Add +6.8% | 7,460 | $1.5M |
| Itau Unibanco Holding S.A. | 0.06% | Reduce -66.2% | 7,515 | $1.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.19% | Reduce -0.7% | 7,498 | $1.5M |
| Idaho Trust Co | 0.52% | Add +2.7% | 7,494 | $1.5M |
| Nicolet Advisory Services, LLC | 0.12% | Add +248.0% | 7,520 | $1.5M |
| Awm Capital, LLC | 0.15% | No change | 7,447 | $1.5M |
| Vantage Point Financial LLC | 0.64% | Add +17.9% | 7,439 | $1.5M |
| Salem Investment Counselors Inc. | 0.05% | No change | 7,439 | $1.5M |
| MJT & Associates Financial Advisory Group, Inc. | 1.80% | No change | 7,421 | $1.5M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.31% | Add +46.3% | 7,393 | $1.4M |
| Wedmont Private Capital | 0.06% | Add +3.8% | 7,276 | $1.4M |
| Cahaba Wealth Management, Inc. | 0.11% | Reduce -0.1% | 7,363 | $1.4M |
| MA Private Wealth | 0.26% | Reduce -38.6% | 7,329 | $1.4M |
| Maripau Wealth Management LLC | 0.72% | Add +48.6% | 7,312 | $1.4M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | No change | 7,300 | $1.4M |
| Bank of Nova Scotia | 0.00% | No change | 7,284 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +0.3% | 7,257 | $1.4M |
| Discipline Wealth Solutions, LLC | 0.54% | Add +106.4% | 7,232 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +23.0% | 7,232 | $1.4M |
| Absolute Capital Management, LLC | 0.71% | Add +24.7% | 7,182 | $1.4M |
| Perennial Investment Advisors, LLC | 0.14% | Add +1.2% | 7,178 | $1.4M |
| Mason & Associates, LLC | 0.35% | Reduce -3.2% | 7,163 | $1.4M |
| CRA Financial Services, LLC | 0.21% | Add +6.5% | 7,126 | $1.4M |
| Hohimer Wealth Management, LLC | 0.25% | Add +21.0% | 7,102 | $1.4M |
| Fonville Wealth Management LLC | 0.35% | Reduce -3.3% | 7,097 | $1.4M |
| Diversified Portfolios, Inc. | 0.13% | Reduce -0.6% | 7,081 | $1.4M |
| WealthTrak Capital Management LLC | 1.16% | Add +22.3% | 7,075 | $1.4M |
| Catalyst Private Wealth, LLC | 0.62% | Add +4.0% | 7,074 | $1.4M |
| Bristlecone Advisors, LLC | 0.12% | Reduce -2.1% | 7,064 | $1.4M |
| PFG Investments, LLC | 0.08% | Add +1.2% | 7,043 | $1.4M |
| Curi Capital, LLC | 0.03% | New | 7,042 | $1.4M |
| Kennedy Investment Group, Inc. | 0.58% | Add +5.0% | 7,029 | $1.4M |
| South Plains Financial, Inc. | 0.96% | Add +17.7% | 7,016 | $1.4M |
| TrinityBridge Ltd | 0.04% | No change | 6,958 | $1.4M |
| LTG Capital LLC | 1.16% | Reduce -1.5% | 6,936 | $1.4M |
| Two West Capital Advisors LLC | 0.88% | Add +99.5% | 6,732 | $1.4M |
| SOA Wealth Advisors, LLC. | 0.25% | Add +0.2% | 6,892 | $1.3M |
| Trust Co. of Toledo NA | 0.15% | New | 6,886 | $1.3M |
| Tempus Wealth Planning, LLC | 0.33% | Add +24.9% | 6,867 | $1.3M |
| Private Wealth Management Group, LLC | 0.44% | No change | 6,839 | $1.3M |
| Alta Wealth Advisors LLC | 0.63% | Reduce -30.1% | 6,832 | $1.3M |
| Midland Wealth Advisors, LLC | 0.07% | Reduce -7.5% | 6,794 | $1.3M |
| Capital Square, LLC | 0.71% | Add +1.9% | 6,705 | $1.3M |
| White Pine Capital LLC | 0.42% | Reduce -11.9% | 6,786 | $1.3M |
| Gotham Asset Management | 0.01% | Add +266.9% | 6,733 | $1.3M |
| Fairscale Capital, LLC | 0.96% | Reduce -2.8% | 6,679 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +13.2% | 6,721 | $1.3M |
| Summit Financial, LLC | 0.03% | Add +34.8% | 6,633 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -0.9% | 6,626 | $1.3M |
| Hilltop National Bank | 0.34% | — | 6,620 | $1.3M |
| SeaBridge Investment Advisors LLC | 0.24% | New | 6,600 | $1.3M |
| Arete Wealth Advisors, LLC | 0.09% | Add +5.1% | 6,579 | $1.3M |
| Emergent Wealth Advisors, LLC | 0.82% | Add +4.8% | 6,563 | $1.3M |
| King Wealth Management Group | 0.17% | No change | 6,550 | $1.3M |
| Creative Financial Designs Inc. | 0.09% | Add +4.2% | 6,511 | $1.3M |
| Fiduciary Trust Co | 0.02% | Reduce -10.8% | 6,498 | $1.3M |
| Rothschild Investment LLC | 0.08% | Add +0.3% | 6,494 | $1.3M |
| Magnolia Capital Management Ltd. | 1.01% | Reduce -11.6% | 6,460 | $1.3M |
| Westmount Partners, LLC | 0.35% | Add +0.2% | 6,456 | $1.3M |
| JSF Financial, LLC | 0.30% | Reduce -6.5% | 6,436 | $1.3M |
| Professional Financial Advisors, LLC | 0.29% | Add +6.6% | 6,435 | $1.3M |
| RFG Advisory, LLC | 0.03% | Reduce -56.0% | 6,426 | $1.3M |
| AMG National Trust Bank | 0.03% | Add +2.8% | 6,405 | $1.3M |
| Joel Isaacson & Co., LLC | 0.05% | Add +3.4% | 6,373 | $1.2M |
| Fiduciary Alliance LLC | 0.09% | Add +28.1% | 6,368 | $1.2M |
| Lakeridge Wealth Management LLC | 0.57% | Reduce -3.7% | 6,366 | $1.2M |
| BBR Partners, LLC | 0.08% | No change | 6,352 | $1.2M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -21.9% | 6,351 | $1.2M |
| Greenwood Gearhart LLC | 0.08% | Add +32.8% | 6,335 | $1.2M |
| Crescent Grove Advisors, LLC | 0.12% | Reduce -0.6% | 6,330 | $1.2M |
| Azimuth Capital Investment Management LLC | 0.05% | Add +1.0% | 6,323 | $1.2M |
| Sendero Wealth Management, LLC | 0.15% | No change | 6,277 | $1.2M |
| Twin Focus Capital Partners, LLC | 0.17% | New | 6,276 | $1.2M |
| DBK Financial Counsel, LLC | 1.11% | No change | 6,272 | $1.2M |
| Conning Inc. | 0.04% | No change | 6,272 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -13.3% | 6,265 | $1.2M |
| Whitcomb & Hess, Inc. | 0.34% | Add +0.3% | 6,237 | $1.2M |
| CW Advisors, LLC | 0.01% | Add +12.3% | 6,222 | $1.2M |
| Laurel Wealth Advisors LLC | 0.18% | No change | 6,220 | $1.2M |
| Corundum Group, Inc. | 0.53% | No change | 6,163 | $1.2M |
| Cadinha & Co. LLC | 0.20% | Add +0.7% | 6,142 | $1.2M |
| Venture Visionary Partners LLC | 0.04% | Add +9.3% | 6,110 | $1.2M |
| Florin Court Capital LLP | 1.22% | Reduce -88.6% | 6,100 | $1.2M |
| OMNI 360 Wealth, Inc. | 0.74% | Add +20.8% | 6,061 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -53.2% | 5,998 | $1.2M |
| Iams Wealth Management, LLC | 0.54% | Reduce -37.9% | 5,990 | $1.2M |
| Wealth Effects LLC | 0.44% | No change | 5,982 | $1.2M |
| Integrated Investment Consultants, LLC | 0.23% | Reduce -1.3% | 5,931 | $1.2M |
| Windward Private Wealth Management Inc. | 0.42% | Reduce -0.3% | 5,900 | $1.2M |
| HighMark Wealth Management LLC | 0.56% | Add +2560.2% | 5,879 | $1.1M |
| SageView Advisory Group, LLC | 0.04% | Add +2.6% | 5,720 | $1.1M |
| Tarbox Family Office, Inc. | 0.17% | No change | 5,799 | $1.1M |
| Forum Private Client Group LLC | 0.44% | Add +5.4% | 5,784 | $1.1M |
| Country Club Bank | 0.07% | Add +1.4% | 5,802 | $1.1M |
| Resurgent Financial Advisors LLC | 0.62% | Add +6.3% | 5,745 | $1.1M |
| Boston Family Office LLC | 0.07% | No change | 5,743 | $1.1M |
| Savvy Advisors, Inc. | 0.07% | Reduce -12.3% | 5,688 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Add +51.8% | 5,655 | $1.1M |
| Lodestar Private Asset Management LLC | 0.13% | Add +3.8% | 5,650 | $1.1M |
| Aspire Private Capital, LLC | 0.25% | Add +9.6% | 5,611 | $1.1M |
| Chapin Davis, Inc. | 0.30% | Reduce -0.9% | 5,598 | $1.1M |
| Richmond Investment Services, LLC | 0.23% | New | 5,595 | $1.1M |
| Tactive Advisors, LLC | 0.35% | — | 5,592 | $1.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.24% | No change | 5,581 | $1.1M |
| Towerpoint Wealth, LLC | 0.48% | Add +100.3% | 5,569 | $1.1M |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +4.0% | 5,569 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.14% | Reduce -8.1% | 5,568 | $1.1M |
| Beacon Financial Advisory LLC | 0.28% | Add +14.2% | 5,551 | $1.1M |
| Michels Family Financial, LLC | 0.92% | Reduce -2.3% | 5,544 | $1.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.37% | No change | 5,543 | $1.1M |
| Certified Advisory Corp | 0.11% | Reduce -0.6% | 5,529 | $1.1M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -8.3% | 5,526 | $1.1M |
| EFG Asset Management (Americas) Corp. | 0.20% | Add +11.4% | 5,513 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Reduce -30.0% | 5,512 | $1.1M |
| Semmax Financial Advisors Inc. | 0.28% | Add +10.2% | 5,383 | $1.1M |
| PACK Private Wealth, LLC | 0.56% | No change | 5,402 | $1.1M |
| Elm Partners Management LLC | 0.06% | Add +8.3% | 5,378 | $1.1M |
| Zhang Financial LLC | 0.05% | Reduce -3.7% | 5,363 | $1.0M |
| Investor's Fiduciary Advisor Network, LLC | 0.39% | Add +21.0% | 5,362 | $1.0M |
| Lion Street Advisors, LLC | 0.32% | Add +31.6% | 5,349 | $1.0M |
| Quadrant Capital Group LLC | 0.04% | No change | 5,345 | $1.0M |
| West Oak Capital, LLC | 0.52% | Reduce -0.8% | 5,331 | $1.0M |
| Monograph Wealth Advisors, LLC | 0.13% | No change | 5,315 | $1.0M |
| Canopy Partners, LLC | 0.38% | No change | 5,296 | $1.0M |
| Newport Capital Group, LLC | 0.70% | Add +0.9% | 5,295 | $1.0M |
| Asset Dedication, LLC | 0.07% | Reduce -0.1% | 5,274 | $1.0M |
| New England Private Wealth Advisors LLC | 0.15% | Add +0.2% | 5,159 | $1.0M |
| MidAtlantic Capital Management, Inc. | 0.72% | No change | 5,209 | $1.0M |
| WESPAC Advisors, LLC | 0.71% | New | 5,209 | $1.0M |
| Bearing Point Capital, LLC | 0.19% | New | 5,197 | $1.0M |
| Evensky & Katz LLC | 0.06% | Add +0.3% | 5,191 | $1.0M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -1.0% | 5,171 | $1.0M |
| Tillman Hartley LLC | 0.28% | New | 5,152 | $1.0M |
| ORG Partners LLC | 0.22% | Add +397.9% | 5,074 | $1.0M |
| True Freedom Investing, LLC | 0.39% | — | 5,119 | $1.0M |
| Opal Wealth Advisors, LLC | 0.28% | Add +24.8% | 5,114 | $999K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -72.6% | 5,106 | $998K |
| Quantum Portfolio Management LLC | 0.47% | Reduce -1.4% | 5,071 | $991K |
| World Equity Group, Inc. | 0.27% | Reduce -23.4% | 5,062 | $990K |
| Sterling Investment Counsel, LLC | 0.58% | Reduce -52.2% | 5,052 | $987K |
| Pennsylvania Capital Management Inc. | 0.32% | Add +375.2% | 5,037 | $984K |
| LaSalle St. Investment Advisors, LLC | 0.27% | Reduce -30.3% | 5,035 | $983K |
| LexAurum Advisors, LLC | 0.16% | Add +2.4% | 5,019 | $981K |
| Waldron Private Wealth LLC | 0.04% | No change | 5,002 | $977K |
| Noble Family Wealth, LLC | 0.24% | No change | 5,000 | $977K |
| Helium Advisors LLC | 0.62% | Add +0.2% | 4,993 | $976K |
| Spectrum Planning & Advisory Services Inc. | 0.63% | Reduce -57.9% | 4,962 | $970K |
| Atlatl Advisers LLC | 0.46% | Add +11.7% | 4,962 | $970K |
| 1ST Source Bank | 0.05% | Add +9.5% | 4,924 | $962K |
| Beacon Financial Group | 0.10% | Reduce -7.9% | 4,889 | $955K |
| Catalina Capital Group, LLC | 0.64% | Add +3.3% | 4,868 | $951K |
| Gallagher Capital Advisors, LLC | 0.76% | Add +0.0% | 4,731 | $945K |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.8% | 4,810 | $940K |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +21.4% | 4,768 | $932K |
| Provenance Wealth Advisors, LLC | 0.13% | Reduce -0.4% | 4,744 | $927K |
| B.O.S.S. Retirement Advisors, LLC | 0.23% | New | 4,728 | $924K |
| Evanson Asset Management, LLC | 0.06% | Add +0.1% | 4,725 | $923K |
| J. Safra Sarasin Holding AG | 0.02% | New | 4,753 | $921K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 4,705 | $919K |
| Keystone Financial Group | 0.08% | New | 4,704 | $919K |
| JT Stratford LLC | 0.14% | Reduce -3.8% | 4,701 | $919K |
| Strategic Family Wealth Counselors, L.L.C. | 0.26% | Add +113.1% | 4,657 | $910K |
| Atlantic Edge Private Wealth Management, LLC | 0.25% | No change | 4,647 | $908K |
| Marino, Stram & Associates LLC | 0.18% | Add +4.4% | 4,631 | $905K |
| FSM Wealth Advisors, LLC | 0.15% | Add +2.5% | 4,584 | $904K |
| Cooper Financial Group | 0.11% | Reduce -45.2% | 4,624 | $904K |
| NBT Bank, N.A. | 0.06% | Reduce -9.0% | 4,622 | $903K |
| Semus Wealth Partners LLC | 0.59% | Add +19.9% | 4,619 | $903K |
| VestGen Investment Management | 0.64% | Add +5.8% | 4,593 | $898K |
| Wedbush Securities Inc. | 0.03% | Reduce -49.4% | 4,590 | $897K |
| Milestone Asset Management Group, LLC | 0.66% | Add +14.0% | 4,548 | $889K |
| Matrix Private Capital Group LLC | 0.52% | Add +3.0% | 4,539 | $887K |
| Vise Technologies, Inc. | 0.04% | — | 4,526 | $884K |
| Moss Adams Wealth Advisors LLC | 0.08% | Reduce -0.0% | 4,525 | $884K |
| TrueWealth Advisors, LLC | 0.26% | Reduce -6.1% | 4,508 | $881K |
| MKT Advisors LLC | 0.35% | No change | 4,450 | $878K |
| Processus Wealth & Capital Management, LLC | 0.69% | Reduce -0.2% | 4,473 | $874K |
| McGlone Suttner Wealth Management, Inc. | 0.13% | No change | 4,472 | $874K |
| NewEdge Wealth, LLC | 0.01% | Reduce -12.4% | 4,423 | $873K |
| N.E.W. Advisory Services LLC | 0.08% | Reduce -2.2% | 4,438 | $867K |
| Summit Asset Management, LLC | 0.14% | Reduce -1.2% | 4,425 | $865K |
| MBA Advisors LLC | 0.40% | Reduce -17.0% | 4,406 | $861K |
| Transce3nd, LLC | 0.36% | Add +4.3% | 4,382 | $856K |
| Birch Hill Investment Advisors LLC | 0.04% | Reduce -0.5% | 4,365 | $853K |
| Barnes Dennig Private Wealth Management LLC | 1.02% | Add +574.9% | 4,353 | $851K |
| S&co Inc. | 0.05% | No change | 4,350 | $850K |
| CENTRAL TRUST Co | 0.02% | No change | 4,298 | $840K |
| Glassman Wealth Services | 0.13% | Reduce -4.3% | 4,274 | $835K |
| First Command Advisory Services, Inc. | 0.01% | No change | 4,263 | $833K |
| Inspirion Wealth Advisors, LLC | 0.11% | No change | 4,256 | $832K |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +4.6% | 4,251 | $831K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +4.2% | 4,239 | $828K |
| Carl P. Sherr & Co., LLC | 0.42% | Reduce -0.6% | 4,218 | $824K |
| JMG Financial Group, Ltd. | 0.03% | Reduce -11.7% | 4,213 | $823K |
| Legacy Capital Group California, Inc. | 0.23% | Add +10.8% | 4,211 | $823K |
| Flagship Private Wealth, LLC | 0.35% | Add +3.0% | 4,186 | $818K |
| Community Bank, N.A. | 0.11% | Reduce -2.6% | 4,169 | $815K |
| Picton Mahoney Asset Management | 0.01% | Reduce -3.9% | 4,165 | $814K |
| Eastern Bank | 0.02% | Add +5.6% | 4,163 | $814K |
| Continuum Advisory, LLC | 0.10% | Add +1.9% | 4,162 | $813K |
| Thomasville National Bank | 0.06% | Reduce -35.0% | 4,150 | $811K |
| Capital Advisors Inc. | 0.01% | No change | 4,150 | $811K |
| American Trust | 0.08% | New | 4,126 | $806K |
| Blankinship & Foster, LLC | 0.19% | Reduce -3.2% | 4,104 | $802K |
| Renaissance Technologies | 0.00% | New | 4,100 | $801K |
| Americana Partners, LLC | 0.03% | Add +170.7% | 4,090 | $799K |
| Vanguard Group Inc. | 0.00% | Reduce -3.4% | 4,083 | $798K |
| MN Wealth Advisors, LLC | 0.46% | Add +151.6% | 4,076 | $797K |
| Clientfirst Wealth Management, LLC | 0.81% | No change | 4,066 | $795K |
| Lifeworks Advisors, LLC | 0.12% | Add +16.9% | 4,057 | $793K |
| Moors & Cabot, Inc. | 0.04% | Reduce -0.8% | 4,043 | $790K |
| Golden State Wealth Management, LLC | 0.10% | Add +69.4% | 4,014 | $785K |
| Pitcairn Co. | 0.05% | No change | 4,000 | $782K |
| Milestones Private Investment Advisors LLC | 0.58% | — | 3,995 | $781K |
| Veracity Capital LLC | 0.27% | Add +12.7% | 3,992 | $780K |
| Qube Research & Technologies Ltd | 0.00% | Add +268.8% | 3,983 | $778K |
| Guardian Financial Partners, LLC | 0.35% | Add +0.4% | 3,981 | $778K |
| Quadcap Wealth Management, LLC | 0.10% | Reduce -1.6% | 3,974 | $777K |
| Pacific Point Advisors, LLC | 0.42% | No change | 3,964 | $775K |
| HSBC Holdings PLC | 0.00% | Reduce -0.1% | 3,950 | $772K |
| Watershed Private Wealth LLC | 0.28% | Reduce -3.8% | 3,933 | $769K |
| Capital Planning Advisors, LLC | 0.11% | No change | 3,928 | $768K |
| Embree Financial Group | 0.11% | Add +0.3% | 3,904 | $763K |
| Advisors Capital Management, LLC | 0.01% | Reduce -10.8% | 3,883 | $759K |
| Dimension Capital Management LLC | 0.12% | No change | 3,873 | $757K |
| GTS Securities LLC | 0.03% | New | 3,871 | $756K |
| Tyler-Stone Wealth Management | 0.12% | No change | 3,867 | $756K |
| HUB Investment Partners, LLC | 0.03% | Add +2.5% | 3,853 | $753K |
| Apella Capital, LLC | 0.02% | Reduce -2.5% | 3,797 | $749K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -6.9% | 3,791 | $741K |
| Donaldson Capital Management, LLC | 0.03% | Add +26.1% | 3,788 | $740K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.41% | No change | 3,845 | $733K |
| Aprio Wealth Management, LLC | 0.08% | Reduce -27.4% | 3,738 | $730K |
| Wick Capital Partners, LLC | 0.19% | Add +263.4% | 13,553 | $729K |
| Atlantic Union Bankshares Corp | 0.02% | Add +125.2% | 3,722 | $727K |
| Catalyst Financial Partners LLC | 0.08% | Reduce -6.7% | 3,720 | $727K |
| IPG Investment Advisors LLC | 0.14% | Add +10.7% | 3,692 | $721K |
| Eagle Strategies LLC | 0.11% | Add +2.4% | 3,674 | $718K |
| First Western Trust Bank | 0.03% | No change | 3,662 | $716K |
| Lee, Kelleher & Klein Wealth Management | 0.47% | No change | 3,647 | $713K |
| Fortress Financial Group, LLC | 0.60% | No change | 3,646 | $713K |
| Main Street Financial Solutions, LLC | 0.05% | New | 3,646 | $713K |
| Clarity Capital Advisors, LLC | 0.41% | No change | 3,639 | $711K |
| CVA Family Office, LLC | 0.10% | No change | 3,627 | $709K |
| Chilton Investment Co. Inc. | 0.02% | Add +37.5% | 3,580 | $700K |
| Camden National Bank | 0.10% | No change | 3,566 | $697K |
| Geometric Wealth Advisors | 0.10% | No change | 3,565 | $697K |
| Anderson Hoagland & Co. | 0.07% | No change | 3,565 | $697K |
| Plante Moran Financial Advisors, LLC | 0.05% | Reduce -19.6% | 3,525 | $689K |
| Alterna Wealth Management, Inc. | 0.55% | Reduce -2.2% | 3,494 | $683K |
| Norden Group LLC | 0.07% | Add +1.1% | 3,487 | $681K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,454 | $675K |
| FWG Investments, LLC. | 0.51% | New | 3,453 | $675K |
| Jackson, Grant Investment Advisers, Inc. | 0.25% | Add +0.7% | 3,453 | $675K |
| Goelzer Investment Management, Inc. | 0.04% | Add +19.6% | 3,447 | $674K |
| Kelman-Lazarov, Inc. | 0.11% | No change | 3,418 | $668K |
| Linscomb Wealth, Inc. | 0.03% | No change | 3,394 | $663K |
| Edgemoor Investment Advisors, Inc. | 0.06% | No change | 3,393 | $663K |
| Argent Trust Co | 0.02% | Add +12.8% | 3,381 | $661K |
| C2C Wealth Management, LLC | 0.60% | Add +0.8% | 3,376 | $660K |
| Forte Capital LLC | 0.07% | No change | 3,370 | $659K |
| Financial Partners Group, Inc | 0.09% | Add +2.4% | 3,364 | $657K |
| Lynch & Associates | 0.13% | No change | 3,342 | $653K |
| Ascentis Independent Advisors | 0.12% | Reduce -2.2% | 3,327 | $650K |
| EPG Wealth Management LLC | 0.19% | Reduce -15.7% | 3,314 | $648K |
| Founders Financial Securities LLC | 0.05% | Add +0.1% | 3,303 | $645K |
| Capstone Wealth Management Group, LLC | 0.62% | No change | 3,289 | $643K |
| Pinnacle Financial Group, LLC / IL | 0.21% | No change | 3,260 | $637K |
| Summit X, LLC | 0.12% | Add +6.0% | 3,245 | $634K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -5.9% | 3,244 | $634K |
| Riverbend Wealth Management, LLC | 0.48% | Add +1.3% | 3,240 | $633K |
| Key Financial Inc | 0.13% | No change | 3,233 | $632K |
| Shulman DeMeo Asset Management LLC | 0.16% | Reduce -0.1% | 3,230 | $631K |
| Wealthgarden F.S. LLC | 0.52% | Add +16.1% | 3,204 | $631K |
| Essex Bank | 0.15% | Reduce -21.3% | 3,191 | $624K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -5.7% | 3,169 | $619K |
| Atlanta Consulting Group Advisors, LLC | 0.17% | No change | 3,167 | $619K |
| Integrity Wealth Solutions LLC | 0.30% | Add +2.5% | 3,164 | $618K |
| Facet Wealth, Inc. | 0.01% | Add +172.7% | 3,136 | $618K |
| Seven Mile Advisory | 0.37% | No change | 3,151 | $616K |
| Lloyd Advisory Services, LLC. | 0.30% | Add +17.0% | 3,146 | $615K |
| Royal Fund Management, LLC | 0.07% | Add +0.3% | 3,134 | $612K |
| Foundation Wealth Management, LLC\PA | 0.26% | No change | 3,114 | $609K |
| Empower Advisory Group, LLC | 0.00% | Add +6.4% | 3,114 | $608K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -10.0% | 3,103 | $606K |
| Cibc World Market Inc. | 0.00% | Reduce -13.3% | 3,092 | $604K |
| Camelot Technology Advisors, Inc. | 0.52% | Reduce -3.5% | 3,079 | $602K |
| Consolidated Portfolio Review Corp | 0.08% | Add +168.6% | 3,073 | $600K |
| Nordwand Advisors, LLC | 0.09% | Add +11.9% | 3,021 | $590K |
| Guardian Asset Advisors, LLC | 0.34% | No change | 3,020 | $590K |
| Middleton & Co. Inc. | 0.07% | Add +1.7% | 3,005 | $587K |
| Integrated Capital Management, LLC | 0.28% | Reduce -7.8% | 2,964 | $585K |
| Valpey Financial Services, LLC | 0.40% | — | 2,985 | $583K |
| Cardiff Park Advisors, LLC | 0.05% | No change | 2,973 | $581K |
| Moloney Securities Asset Management, LLC | 0.07% | No change | 2,967 | $580K |
| Fulcrum Equity Management | 0.59% | Add +5.0% | 2,955 | $577K |
| Disciplined Investments, LLC | 0.24% | Add +11.2% | 2,955 | $577K |
| Amara Financial, Llc. | 0.51% | Add +0.3% | 2,949 | $576K |
| Oxler Private Wealth LLC | 0.18% | Reduce -4.4% | 2,928 | $572K |
| Plancorp, LLC | 0.02% | No change | 2,928 | $572K |
| Cary Street Partners Investment Advisory LLC | 0.27% | Add +5.3% | 2,907 | $568K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.2% | 2,895 | $566K |
| Quattro Financial Advisors LLC | 0.20% | Add +64.8% | 2,886 | $564K |
| Evergreen Private Wealth LLC | 0.24% | Reduce -5.3% | 2,872 | $561K |
| Gilliland Jeter Wealth Management LLC | 0.18% | Add +30.4% | 2,849 | $557K |
| WNY Asset Management, LLC | 0.06% | No change | 2,844 | $556K |
| Arq Wealth Advisors, LLC | 0.19% | No change | 2,909 | $554K |
| Ballentine Capital Advisors, Inc | 0.26% | Reduce -0.0% | 2,832 | $554K |
| Schnieders Capital Management LLC | 0.10% | New | 2,816 | $550K |
| Claro Advisors Inc. | 0.09% | Add +0.4% | 2,809 | $549K |
| Stockman Wealth Management, Inc. | 0.07% | No change | 2,800 | $547K |
| Legacy Edge Advisors, LLC | 0.07% | Add +18.5% | 2,792 | $546K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -1.3% | 2,782 | $544K |
| Postrock Partners LLC | 0.26% | No change | 2,765 | $540K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +2.2% | 2,749 | $537K |
| Massachusetts Financial Services Co. | 0.00% | New | 2,742 | $536K |
| Quent Capital, LLC | 0.05% | No change | 2,740 | $535K |
| Spinnaker Trust | 0.03% | No change | 2,719 | $531K |
| Capital Squared Financial LLC | 0.62% | — | 2,718 | $531K |
| Parkside Advisors LLC | 0.12% | Add +22.8% | 2,714 | $530K |
| QRG Capital Management, Inc. | 0.00% | Add +48.1% | 2,714 | $530K |
| TCV Trust & Wealth Management, Inc. | 0.05% | No change | 2,713 | $530K |
| Coastal Bridge Advisors, LLC | 0.04% | New | 2,704 | $528K |
| CWS Financial Advisors, LLC | 0.15% | Add +0.1% | 2,698 | $527K |
| Robinson Smith Wealth Advisors LLC | 0.42% | No change | 2,689 | $525K |
| Cornell Pochily Investment Advisors, Inc. | 0.17% | No change | 2,672 | $522K |
| Prasad Wealth Partners, LLC | 0.15% | Add +0.4% | 2,653 | $518K |
| Strategic Equity Management | 0.19% | Add +102.7% | 2,613 | $511K |
| CGN Advisors LLC | 0.05% | Reduce -0.1% | 2,611 | $510K |
| Independent Wealth Network Inc. | 0.19% | Reduce -0.1% | 2,610 | $510K |
| Atlas Brown,Inc. | 0.16% | Reduce -1.9% | 2,603 | $509K |
| Welch & Forbes LLC | 0.01% | No change | 2,600 | $508K |
| Frontier Asset Management, LLC | 0.14% | Reduce -0.3% | 2,596 | $507K |
| Gradient Capital Advisors, LLC | 0.15% | No change | 2,590 | $506K |
| Exchange Traded Concepts, LLC | 0.01% | New | 2,589 | $506K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 2,586 | $505K |
| Potentia Wealth | 0.29% | Reduce -23.6% | 2,585 | $505K |
| Independent Advisor Alliance | 0.01% | New | 2,579 | $504K |
| Confluence Wealth Services, Inc. | 0.03% | Add +0.6% | 2,571 | $502K |
| PUREfi Wealth, LLC | 0.40% | Add +85.1% | 2,556 | $499K |
| Investment Research & Advisory Group, Inc. | 0.19% | Add +0.4% | 2,555 | $499K |
| Element Wealth, LLC | 0.23% | Add +10.7% | 2,556 | $499K |
| Stone Summit Wealth LLC | 0.15% | Reduce -0.2% | 2,552 | $499K |
| GDS Wealth Management | 0.04% | Add +8.4% | 2,538 | $496K |
| Neuberger Berman Group LLC | 0.00% | Add +4.4% | 2,533 | $495K |
| Latitude Advisors, LLC | 0.25% | Reduce -8.7% | 2,532 | $495K |
| Blue Zone Wealth Advisors, LLC | 0.12% | Add +4.5% | 2,531 | $495K |
| High Net Worth Advisory Group LLC | 0.13% | No change | 2,500 | $489K |
| Capital Investment Advisors, LLC | 0.01% | Add +19.8% | 2,486 | $486K |
| 4J Wealth Management LLC | 0.33% | No change | 2,464 | $481K |
| Stage Harbor Financial, LLC | 0.39% | Reduce -25.5% | 2,460 | $481K |
| SkyOak Wealth, LLC | 0.10% | No change | 2,460 | $481K |
| Altfest L J & Co. Inc. | 0.06% | Add +0.2% | 2,449 | $479K |
| Element Pointe Advisors, LLC | 0.12% | No change | 2,440 | $477K |
| Carnegie Investment Counsel | 0.01% | Add +1.8% | 2,435 | $476K |
| Ritter Daniher Financial Advisory LLC / DE | 0.12% | No change | 2,424 | $474K |
| Busey Bank | 0.01% | Reduce -0.4% | 2,416 | $472K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -7.9% | 2,415 | $472K |
| Regatta Capital Group, LLC | 0.08% | Add +1.2% | 2,413 | $472K |
| Navalign, LLC | 0.13% | Reduce -14.6% | 2,404 | $470K |
| Okabena Investment Services Inc. | 0.10% | No change | 2,400 | $469K |
| Canandaigua National Bank & Trust Co. | 0.04% | No change | 2,386 | $466K |
| First National Trust Co | 0.02% | Reduce -1.1% | 2,379 | $465K |
| Coordinated Financial Services, Inc. | 0.33% | — | 2,375 | $464K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -12.8% | 2,373 | $464K |
| Texas Capital Bancshares Inc | 0.17% | New | 2,370 | $463K |
| LJI Wealth Management, LLC | 0.08% | Add +2.2% | 2,363 | $462K |
| Gallacher Capital Management LLC | 0.21% | No change | 2,362 | $462K |
| Journey Advisory Group, LLC | 0.04% | No change | 2,349 | $459K |
| Hara Capital LLC | 0.28% | No change | 2,335 | $456K |
| Visionary Wealth Advisors | 0.02% | No change | 2,320 | $453K |
| VSM Wealth Advisory, LLC | 0.15% | Reduce -2.6% | 2,319 | $453K |
| Fairvoy Private Wealth, LLC | 0.11% | No change | 2,306 | $451K |
| FLP Wealth Management, LLC | 1.26% | Add +1.9% | 2,296 | $449K |
| GEN Financial Management, INC. | 0.37% | No change | 2,294 | $448K |
| HCR Wealth Advisors | 0.05% | Add +3.6% | 2,280 | $446K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -15.6% | 2,273 | $444K |
| Kovack Advisors, Inc. | 0.04% | Add +44.2% | 2,263 | $442K |
| Aurora Private Wealth, Inc. | 0.33% | Add +0.1% | 2,261 | $442K |
| Koesten, Hirschmann & Crabtree, INC. | 0.23% | No change | 2,255 | $441K |
| Everpar Advisors LLC | 0.20% | Add +16.0% | 2,237 | $437K |
| Cape Investment Advisory, Inc. | 0.16% | Add +21.8% | 2,233 | $436K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -2.2% | 2,233 | $436K |
| Turim 21 Investimentos Ltda. | 0.09% | No change | 2,227 | $435K |
| Haverford Trust Co | 0.00% | Add +5.5% | 2,225 | $435K |
| Rainey & Randall Wealth Advisors Inc. | 0.08% | Add +0.4% | 2,225 | $435K |
| Talisman Wealth Advisors LLC | 0.40% | Add +27.0% | 2,224 | $435K |
| Cabot Wealth Management Inc. | 0.05% | Reduce -0.1% | 2,213 | $432K |
| Worth Financial Advisory Group, LLC | 0.27% | No change | 2,212 | $432K |
| Oliver Lagore Vanvalin Investment Group | 0.17% | — | 2,264 | $431K |
| Appleton Partners Inc. | 0.03% | No change | 2,190 | $428K |
| Triumph Capital Management | 0.13% | Reduce -60.3% | 2,170 | $424K |
| Fiducient Advisors LLC | 0.05% | Reduce -1.5% | 2,168 | $424K |
| Union Savings Bank | 0.19% | Reduce -4.4% | 2,145 | $423K |
| Aviso Wealth Management | 0.20% | No change | 2,143 | $419K |
| IFG Advisors, LLC | 0.07% | Add +0.1% | 2,142 | $419K |
| Arcadia Wealth Management, LLC | 0.18% | Add +0.5% | 2,136 | $417K |
| Colorado Capital Management, Inc. | 0.18% | Reduce -10.2% | 2,134 | $417K |
| Russell Investments Group, Ltd. | 0.00% | Add +28.8% | 2,131 | $416K |
| Signaturefd, LLC | 0.01% | Reduce -34.6% | 2,129 | $416K |
| True Link Financial Advisors, LLC | 0.03% | Reduce -30.9% | 2,128 | $416K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Reduce -2.3% | 2,112 | $413K |
| Harvest Investment Services, LLC | 0.09% | Add +1.0% | 2,111 | $413K |
| Peterson Wealth Advisors, LLC | 0.07% | Add +0.3% | 2,108 | $412K |
| Central Pacific Bank - Trust Division | 0.05% | New | 2,107 | $412K |
| Larson Financial Group LLC | 0.02% | Reduce -0.6% | 2,104 | $411K |
| BIP Wealth, LLC | 0.03% | Reduce -19.1% | 2,103 | $411K |
| Samalin Investment Counsel, LLC | 0.16% | Reduce -0.9% | 2,097 | $410K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +28.2% | 2,094 | $409K |
| Lanark Financial, Inc. | 0.03% | Add +0.3% | 2,096 | $409K |
| Syntegra Private Wealth Group, LLC | 0.04% | Add +4.6% | 2,085 | $407K |
| Conservest Capital Advisors, Inc. | 0.04% | No change | 2,080 | $406K |
| Clarendon Private LLC | 0.39% | Add +0.4% | 2,079 | $406K |
| Five Oceans Advisors | 0.17% | Add +8.0% | 2,077 | $406K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 2,091 | $405K |
| Millington Financial Advisors, LLC | 0.20% | Add +0.5% | 2,019 | $404K |
| Lighthouse Wealth Management Inc. | 0.35% | Reduce -11.1% | 2,060 | $403K |
| Enzi Wealth | 0.15% | Add +1.4% | 2,033 | $402K |
| Stratos Investment Management, LLC | 0.02% | Add +44.5% | 2,057 | $402K |
| Macroview Investment Management LLC | 0.33% | Add +17.8% | 2,056 | $402K |
| Armstrong, Fleming & Moore, Inc | 0.22% | New | 2,047 | $400K |
| Ironwood Investment Counsel, LLC | 0.06% | Reduce -5.4% | 2,046 | $400K |
| Priebe Wealth Holdings LLC | 0.35% | Reduce -18.4% | 2,045 | $400K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | New | 2,041 | $399K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.14% | No change | 2,034 | $397K |
| NTV Asset Management LLC | 0.05% | Add +4.0% | 2,034 | $397K |
| Klingman & Associates, LLC | 0.02% | No change | 2,033 | $397K |
| Oregon Pacific Wealth Management, LLC | 0.38% | New | 2,028 | $396K |
| Flputnam Investment Management Co. | 0.01% | Reduce -8.6% | 2,020 | $395K |
| Shakespeare Wealth Management, LLC | 0.11% | No change | 2,018 | $394K |
| Northwest Financial Advisors | 0.55% | No change | 2,014 | $394K |
| GM Advisory Group, LLC | 0.02% | Reduce -1.2% | 2,005 | $392K |
| KCM Investment Advisors LLC | 0.01% | No change | 2,000 | $391K |
| Bellwether Advisors, LLC | 0.07% | Add +6.6% | 1,993 | $390K |
| Fisher Asset Management | 0.00% | Reduce -0.9% | 1,989 | $389K |
| Oarsman Capital, Inc. | 0.06% | Reduce -0.3% | 1,986 | $388K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,980 | $387K |
| New Republic Capital, LLC | 0.14% | Reduce -36.9% | 1,980 | $387K |
| Dakota Wealth Management | 0.01% | Reduce -14.2% | 1,977 | $386K |
| Deutsche Bank AG | 0.00% | Reduce -1.4% | 1,970 | $385K |
| Salus Financial Advisors, LLC | 0.26% | No change | 1,965 | $384K |
| Curtis Advisory Group, LLC | 0.10% | No change | 1,964 | $384K |
| VeraBank, N.A. | 0.08% | New | 1,959 | $383K |
| BlueChip Wealth Advisors LLC | 0.16% | No change | 1,958 | $383K |
| Raffa Wealth Management, LLC | 0.08% | Add +152.3% | 1,950 | $381K |
| Moneco Advisors, LLC | 0.04% | Add +9.9% | 1,948 | $381K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -4.5% | 1,936 | $378K |
| Vident Advisory, LLC | 0.00% | Reduce -22.8% | 1,934 | $378K |
| Payne Capital Management, LLC | 0.15% | New | 1,932 | $378K |
| Beverly Hills Private Wealth, LLC | 0.07% | Add +26.3% | 1,920 | $375K |
| Affiance Financial, LLC | 0.08% | No change | 1,917 | $375K |
| Elevated Capital Advisors, LLC | 0.10% | No change | 1,943 | $370K |
| Bank Ozk | 0.14% | Reduce -26.8% | 1,893 | $370K |
| Level Wealth Management LLC | 0.21% | New | 1,889 | $369K |
| Allium Financial Advisors, LLC | 0.32% | Reduce -0.5% | 1,887 | $369K |
| Compass Financial Services Inc | 0.18% | Add +0.4% | 1,885 | $368K |
| LGL Partners, LLC | 0.16% | Add +0.4% | 1,864 | $368K |
| Edgestream Partners, L.P. | 0.01% | New | 1,882 | $368K |
| American Investment Services, Inc. | 0.09% | No change | 1,877 | $367K |
| LongView Wealth Management | 0.11% | Add +1.4% | 1,875 | $366K |
| ShoreHaven Wealth Partners, LLC | 0.15% | No change | 1,867 | $365K |
| Fulton Breakefield Broenniman LLC | 0.02% | New | 1,860 | $364K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 1,857 | $363K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -12.5% | 1,857 | $363K |
| National Bank of Canada | 0.00% | Reduce -18.9% | 1,855 | $362K |
| Westshore Wealth, LLC | 0.14% | Add +0.4% | 1,851 | $362K |
| Grandfield & Dodd, LLC | 0.02% | New | 1,848 | $361K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +0.2% | 1,844 | $360K |
| Beacon Bridge Wealth Partners, LLC | 0.14% | Add +0.1% | 1,831 | $358K |
| Triton Financial Group Inc | 0.26% | — | 1,831 | $358K |
| Denver PWM, LLC | 0.11% | Add +13.6% | 1,828 | $357K |
| Blackston Financial Advisory Group, LLC | 0.22% | Reduce -3.0% | 1,812 | $354K |
| Woodmont Investment Counsel LLC | 0.02% | Add +1.2% | 1,806 | $353K |
| One Capital Management, LLC | 0.01% | Reduce -1.8% | 1,798 | $351K |
| Sageworth Trust Co of South Dakota | 0.38% | No change | 1,796 | $351K |
| TCP Asset Management, LLC | 0.07% | No change | 1,796 | $351K |
| Moneywise, Inc. | 0.16% | New | 1,793 | $350K |
| United Community Bank | 0.12% | Add +16.7% | 1,792 | $350K |
| Versant Capital Management, Inc | 0.05% | Add +1343.1% | 1,775 | $347K |
| Trust Co. of Vermont | 0.02% | No change | 1,774 | $347K |
| GAMMA Investing LLC | 0.02% | Reduce -29.4% | 1,772 | $346K |
| Obsidian Cio, LLC | 0.05% | Add +16.7% | 1,770 | $346K |
| Pacific Sage Partners, LLC | 0.07% | New | 1,764 | $345K |
| Old North State Trust, LLC | 0.24% | No change | 1,759 | $344K |
| Newton One Investments LLC | 0.11% | No change | 1,752 | $342K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -1.8% | 1,752 | $342K |
| Interactive Financial Advisors, Inc. | 0.17% | Reduce -12.0% | 1,750 | $342K |
| Bank of New Hampshire | 0.09% | No change | 1,750 | $342K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 1,744 | $341K |
| Unique Wealth, LLC | 0.06% | No change | 1,743 | $341K |
| Evermay Wealth Management LLC | 0.04% | Reduce -4.2% | 1,740 | $340K |
| Prosperity Consulting Group, LLC | 0.02% | Add +6.5% | 1,730 | $338K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -99.5% | 1,728 | $338K |
| LCNB Corp. | 0.12% | No change | 1,720 | $336K |
| ProVise Management Group, LLC | 0.03% | No change | 1,719 | $336K |
| Mosaic Financial Group, LLC | 0.26% | Add +0.3% | 1,713 | $335K |
| Francis Financial, Inc. | 0.08% | No change | 1,710 | $334K |
| Blue Chip Partners, LLC | 0.03% | Add +0.2% | 1,702 | $333K |
| Washington Trust Bank | 0.03% | Reduce -19.3% | 1,700 | $332K |
| Manchester Capital Management LLC | 0.04% | No change | 1,693 | $331K |
| Colton Groome Financial Advisors, LLC | 0.11% | Reduce -13.6% | 1,690 | $330K |
| Paradigm, Strategies in Wealth Management, LLC | 0.21% | No change | 1,680 | $328K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 1,662 | $325K |
| Arkos Global Advisors | 0.04% | Reduce -1.1% | 1,651 | $323K |
| Breakwater Capital Group | 0.05% | Add +11.9% | 1,652 | $323K |
| Wimmer Associates 1, LLC | 0.16% | No change | 1,650 | $322K |
| Financial Harvest, LLC | 0.24% | New | 1,650 | $322K |
| Axim Planning & Wealth | 0.29% | Reduce -3.3% | 1,648 | $322K |
| Optivise Advisory Services LLC | 0.16% | Add +0.4% | 1,648 | $322K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -3.9% | 1,647 | $322K |
| NorthRock Partners, LLC | 0.01% | Reduce -43.8% | 1,641 | $321K |
| Brown Wealth Management, LLC | 0.10% | Add +0.2% | 1,639 | $320K |
| Campion Asset Management | 0.24% | Reduce -3.0% | 1,638 | $320K |
| NWF Advisory Services Inc. | 0.04% | New | 1,629 | $318K |
| Huntleigh Advisors, Inc. | 0.06% | Add +0.1% | 1,618 | $316K |
| Friday Financial | 0.16% | No change | 1,600 | $313K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -1.6% | 1,599 | $312K |
| Fulton Bank, N.A. | 0.01% | Add +4.3% | 1,596 | $312K |
| Boston Partners | 0.00% | New | 1,580 | $309K |
| Timonier Family Office, LTD. | 0.12% | No change | 1,573 | $307K |
| Lockerman Financial Group, Inc. | 0.41% | Add +32.7% | 1,568 | $306K |
| Family Office Research LLC | 0.14% | Reduce -1.8% | 1,567 | $306K |
| RiverFront Investment Group, LLC | 0.01% | Add +12.5% | 1,561 | $305K |
| Brooklyn FI, LLC | 0.08% | Add +10.5% | 1,560 | $305K |
| Courage Miller Partners, LLC | 0.10% | No change | 1,554 | $304K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 1,554 | $304K |
| Summit Financial Wealth Advisors, LLC | 0.05% | Reduce -91.0% | 1,541 | $301K |
| Wealthquest Corp | 0.02% | Reduce -5.4% | 1,540 | $301K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +17.9% | 1,537 | $300K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 1,537 | $300K |
| Debussy Capital Management LP | 0.04% | Add +0.3% | 1,534 | $300K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -5.2% | 1,528 | $299K |
| Advyzon Investment Management, LLC | 0.07% | Add +34.8% | 1,526 | $298K |
| Caitlin John, LLC | 0.27% | No change | 1,517 | $296K |
| Sargent Investment Group, LLC | 0.04% | No change | 1,501 | $295K |
| McHugh Group, LLC | 0.20% | No change | 1,502 | $294K |
| Monetary Management Group Inc. | 0.07% | No change | 1,500 | $293K |
| KRS Capital Management, LLC | 0.20% | No change | 1,495 | $292K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 1,494 | $292K |
| Copia Wealth Management | 0.25% | Reduce -6.4% | 1,491 | $291K |
| L & S Advisors Inc | 0.03% | Reduce -0.5% | 1,484 | $290K |
| Barrett & Company, Inc. | 0.11% | No change | 1,482 | $290K |
| PBMares Wealth Management LLC | 0.05% | Reduce -2.1% | 1,480 | $289K |
| Crowley Wealth Management, Inc. | 0.26% | Add +5.7% | 1,477 | $289K |
| LaFleur & Godfrey LLC | 0.04% | No change | 1,475 | $288K |
| Safeguard Investment Advisory Group, LLC | 0.07% | Reduce -17.3% | 1,470 | $287K |
| Aufman Associates Inc | 0.18% | No change | 1,466 | $286K |
| Harrell Investment Partners, LLC | 0.07% | Add +29.2% | 1,464 | $286K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 1,460 | $285K |
| Weaver Consulting Group | 0.08% | No change | 1,453 | $284K |
| Beacon Financial Planning, Inc. | 0.16% | Add +0.4% | 1,445 | $282K |
| City Holding Co. | 0.04% | No change | 1,434 | $280K |
| Annex Advisory Services, LLC | 0.01% | Reduce -5.8% | 1,431 | $280K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 1,428 | $279K |
| Kirtland Hills Capital Management, LLC | 0.13% | No change | 1,426 | $279K |
| One Charles Private Wealth Services, LLC | 0.08% | Reduce -37.5% | 1,423 | $278K |
| Heritage Family Offices, LLP | 0.14% | No change | 1,470 | $278K |
| Quartz Partners, LLC | 0.13% | Reduce -0.7% | 1,420 | $277K |
| Global Assets Advisory, LLC | 0.11% | New | 1,403 | $277K |
| Parkside Financial Bank & Trust | 0.03% | No change | 1,415 | $277K |
| Baker Tilly Wealth Management, LLC | 0.10% | No change | 1,414 | $276K |
| Cambridge Financial Group, LLC | 0.10% | No change | 1,408 | $275K |
| LFA - Lugano Financial Advisors SA | 0.16% | No change | 1,400 | $274K |
| Black Swift Group, LLC | 0.06% | Reduce -3.9% | 1,400 | $274K |
| Thrive Wealth Management, LLC | 0.04% | Reduce -4.1% | 1,388 | $271K |
| Independence Bank of Kentucky | 0.04% | Reduce -4.1% | 1,387 | $271K |
| Archford Capital Strategies, LLC | 0.03% | No change | 1,384 | $270K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +31.7% | 1,383 | $270K |
| Global Financial Private Client, LLC | 0.10% | Add +16.8% | 1,378 | $269K |
| Kapstone Financial Advisors LLC | 0.13% | New | 1,376 | $269K |
| Partners in Financial Planning | 0.05% | Add +0.3% | 1,369 | $267K |
| Chesapeake Wealth Management | 0.09% | Reduce -1.2% | 1,365 | $267K |
| Fairway Wealth LLC | 0.09% | Reduce -4.0% | 1,362 | $266K |
| XY Planning Network, Inc. | 0.09% | New | 1,361 | $266K |
| West Branch Capital LLC | 0.08% | No change | 1,355 | $265K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 1,352 | $264K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 1,353 | $264K |
| Bangor Savings Bank | 0.02% | Reduce -1.3% | 1,350 | $264K |
| Alexander Randolph Advisory, Inc. | 0.24% | No change | 1,348 | $263K |
| Romano Brothers and Company | 0.03% | No change | 1,346 | $263K |
| Evolution Wealth Management Inc. | 0.32% | — | 1,344 | $263K |
| Sagace Wealth Management LLC | 0.20% | No change | 1,341 | $262K |
| SYM FINANCIAL Corp | 0.03% | No change | 1,340 | $262K |
| Nalls Sherbakoff Group, LLC | 0.19% | Add +0.1% | 1,338 | $261K |
| Correct Capital Wealth Management | 0.05% | No change | 1,334 | $261K |
| Clark Asset Management, LLC | 0.04% | No change | 1,334 | $261K |
| Sather Financial Group Inc | 0.02% | No change | 1,332 | $260K |
| Greenhouse Wealth Management, LLC | 0.17% | No change | 1,330 | $260K |
| Goodwin Investment Advisory | 0.30% | Reduce -8.3% | 1,324 | $259K |
| Strategic Financial Partners, Ltd. | 0.12% | No change | 1,320 | $258K |
| Zions Bancorporation, National Association | 0.01% | No change | 1,318 | $258K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 1,318 | $257K |
| Yousif Capital Management, LLC | 0.00% | Reduce -28.8% | 1,304 | $255K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -2.1% | 1,303 | $255K |
| Apollon Financial, LLC | 0.05% | No change | 1,302 | $254K |
| Single Point Partners, LLC | 0.06% | No change | 1,299 | $254K |
| IFC Advisors LLC | 0.05% | No change | 1,297 | $253K |
| Veery Capital, LLC | 0.09% | No change | 1,295 | $253K |
| Grove Bank & Trust | 0.03% | No change | 1,290 | $252K |
| Factor Wealth Management LTD | 0.07% | Add +0.1% | 1,288 | $252K |
| Anb Bank | 0.11% | Reduce -1.6% | 1,284 | $251K |
| MMBG Investment Advisors Co. | 0.02% | No change | 1,275 | $249K |
| Realta Investment Advisors | 0.10% | Reduce -7.7% | 1,274 | $249K |
| Penobscot Wealth Management | 0.09% | Reduce -35.7% | 1,274 | $249K |
| Sage Financial Group Inc. | 0.02% | Add +0.2% | 1,269 | $248K |
| TL Private Wealth | 0.10% | Add +1.3% | 1,258 | $248K |
| Planned Solutions, Inc. | 0.10% | Reduce -18.9% | 1,267 | $248K |
| Cottonwood Capital Advisors, LLC | 0.17% | No change | 1,266 | $247K |
| Canvas Wealth Advisors, LLC | 0.05% | Add +4.3% | 1,215 | $243K |
| Crewe Advisors LLC | 0.03% | Add +82.0% | 1,241 | $243K |
| Genesee Capital Advisors, LLC | 0.11% | No change | 1,240 | $242K |
| Cim, LLC | 0.03% | Reduce -55.4% | 1,237 | $242K |
| Mountain Capital Investment Advisors Inc. | 0.05% | Add +5.9% | 1,223 | $241K |
| PSI Advisors, LLC | 0.12% | Reduce -17.9% | 1,234 | $241K |
| Hills Bank & Trust Co | 0.02% | Reduce -8.1% | 1,230 | $240K |
| SMART Wealth LLC | 0.08% | New | 1,229 | $240K |
| Fortress Private Ledger, LLC | 0.11% | Reduce -18.6% | 1,227 | $240K |
| Cora Capital Advisors LLC | 0.11% | No change | 1,227 | $240K |
| Cape Ann Savings Bank | 0.14% | No change | 1,226 | $240K |
| Life Line Wealth Management LLC | 0.08% | New | 1,223 | $239K |
| Avantra Family Wealth, Inc. | 0.20% | Reduce -65.0% | 1,218 | $238K |
| Ellevest, Inc. | 0.04% | Add +0.4% | 1,215 | $237K |
| MCF Advisors LLC | 0.02% | No change | 1,215 | $237K |
| Good Life Advisors, LLC | 0.01% | Reduce -8.7% | 1,215 | $237K |
| Fiduciary Group, LLC | 0.02% | No change | 1,210 | $236K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -2.6% | 1,206 | $236K |
| Astoria Portfolio Advisors LLC. | 0.07% | No change | 1,176 | $235K |
| Benjamin Edwards Inc. | 0.00% | Add +12.8% | 1,202 | $235K |
| Investment Partners Asset Management, Inc. | 0.16% | No change | 1,200 | $235K |
| Cambiar Investors LLC | 0.01% | Reduce -36.9% | 1,200 | $235K |
| Simmons Bank | 0.02% | Reduce -2.0% | 1,199 | $234K |
| Webster Bank, N. A. | 0.02% | No change | 1,198 | $234K |
| Select Asset Management & Trust | 0.08% | Reduce -8.9% | 1,199 | $234K |
| CPC Advisors, LLC | 0.03% | Reduce -2.4% | 1,196 | $234K |
| Western Financial Corp | 0.12% | Reduce -0.1% | 1,192 | $233K |
| HM Payson & Co. | 0.00% | No change | 1,191 | $233K |
| Portland Global Advisors LLC | 0.03% | No change | 1,189 | $232K |
| Navis Wealth Advisors, LLC | 0.20% | No change | 1,187 | $232K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 1,185 | $232K |
| Center For Asset Management LLC | 0.14% | Reduce -26.2% | 1,210 | $231K |
| Plan Group Financial, LLC | 0.08% | Reduce -4.2% | 1,176 | $230K |
| TCTC Holdings, LLC | 0.01% | No change | 1,175 | $230K |
| Seeds Investor LLC | 0.05% | Reduce -0.4% | 1,172 | $229K |
| XML Financial, LLC | 0.02% | Reduce -0.7% | 1,171 | $229K |
| Patten & Patten Inc. | 0.01% | Reduce -1.9% | 1,168 | $228K |
| Plan A Wealth LLC | 0.13% | Reduce -12.2% | 1,165 | $228K |
| Leelyn Smith, LLC | 0.04% | No change | 1,152 | $225K |
| Ingalls & Snyder LLC | 0.01% | No change | 1,149 | $225K |
| Lazard Asset Management LLC | 0.00% | No change | 1,150 | $224K |
| Synergy Investment Management, LLC | 0.13% | No change | 1,145 | $224K |
| Truefg, LLC | 0.07% | No change | 1,145 | $224K |
| Garden State Investment Advisory Services LLC | 0.06% | No change | 1,143 | $223K |
| Parsons Capital Management Inc. | 0.01% | No change | 1,139 | $223K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -5.8% | 1,136 | $222K |
| Westover Capital Advisors, LLC | 0.04% | No change | 1,134 | $222K |
| Bestgate Wealth Advisors, LLC | 0.46% | No change | 1,158 | $221K |
| Longview Financial Advisors, Inc. | 0.19% | Add +0.4% | 1,129 | $221K |
| Persium Advisors, LLC | 0.18% | No change | 1,126 | $220K |
| Ascension Capital Advisors, Inc. | 0.09% | Reduce -24.3% | 1,117 | $218K |
| Balboa Wealth Partners | 0.04% | Reduce -3.2% | 1,116 | $218K |
| Legacy Financial Strategies, LLC | 0.04% | Reduce -1.9% | 1,116 | $218K |
| Raab & Moskowitz Asset Management LLC | 0.05% | No change | 1,114 | $218K |
| Richards, Merrill & Peterson, Inc. | 0.10% | No change | 1,113 | $218K |
| TCI Wealth Advisors, Inc. | 0.01% | New | 1,112 | $217K |
| Aviance Capital Partners, LLC | 0.03% | No change | 1,110 | $217K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.08% | New | 1,091 | $216K |
| Client 1ST Advisory Group, LLC | 0.08% | New | 1,104 | $216K |
| David J Yvars Group | 0.13% | New | 1,102 | $215K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -31.3% | 1,101 | $215K |
| Vaughan David Investments LLC | 0.00% | Reduce -0.7% | 1,102 | $215K |
| Gutierrez Wealth Advisory, LLC | 0.14% | New | 1,096 | $214K |
| Hollencrest Capital Management | 0.01% | Add +0.1% | 1,093 | $214K |
| LGT Financial Advisors LLC | 0.54% | Add +24.8% | 1,093 | $214K |
| Manchester Financial Inc. | 0.04% | No change | 1,091 | $213K |
| Sage Financial Management Group, Inc. | 0.07% | No change | 1,084 | $212K |
| Madison Wealth Partners, Inc | 0.05% | Reduce -2.4% | 1,072 | $210K |
| Accretive Wealth Partners, LLC | 0.07% | New | 1,068 | $209K |
| Fortis Advisors, LLC | 0.13% | New | 1,068 | $209K |
| Mainstream Capital Management LLC | 0.15% | Add +0.4% | 1,067 | $209K |
| Wellment Financial | 0.27% | New | 1,059 | $207K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -2.3% | 1,056 | $206K |
| First County Bank | 0.11% | Reduce -15.9% | 1,055 | $206K |
| Segment Wealth Management, LLC | 0.01% | No change | 1,054 | $206K |
| Winthrop Advisory Group LLC | 0.02% | Add +0.2% | 1,052 | $206K |
| Vista Capital Partners, Inc. | 0.02% | New | 1,047 | $205K |
| Human Investing LLC | 0.03% | Reduce -18.3% | 1,046 | $204K |
| Almanack Investment Partners, LLC. | 0.03% | New | 1,045 | $204K |
| BancFirst Trust & Investment Management | 0.09% | New | 1,050 | $204K |
| Total Clarity Wealth Management, Inc. | 0.06% | New | 1,044 | $204K |
| Fiduciary Advisors, Inc. | 0.18% | Add +0.3% | 1,035 | $202K |
| Tritonpoint Wealth, LLC | 0.02% | New | 1,034 | $202K |
| Silver Oak Advisory Group, Inc. | 0.10% | New | 1,026 | $200K |
| 2UniFi Bank | 0.11% | No change | 1,017 | $199K |
| Inlight Wealth Management, LLC | 0.10% | No change | 179,293 | $199K |
| Mechanics Financial Corp | 0.08% | No change | 1,012 | $198K |
| Elevation Wealth Partners, LLC | 0.08% | Add +0.5% | 998 | $195K |
| Running Point Capital Advisors, LLC | 0.05% | No change | 996 | $195K |
| Creekmur Asset Management LLC | 0.03% | Reduce -17.4% | 966 | $189K |
| Bogart Wealth, LLC | 0.01% | Reduce -50.4% | 963 | $188K |
| Alerus Financial NA | 0.01% | New | 951 | $186K |
| Banque Cantonale Vaudoise | 0.01% | New | 949 | $185K |
| CarsonAllaria Wealth Management, Ltd. | 0.10% | Add +98.1% | 929 | $182K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 913 | $178K |
| Beacon Capital Management, LLC | 0.02% | Add +0.4% | 906 | $177K |
| Cetera Trust Company, N.A | 0.10% | No change | 856 | $167K |
| Provident Wealth Management, LLC | 0.05% | No change | 852 | $166K |
| Tompkins Financial Corp. | 0.01% | No change | 804 | $157K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.8% | 795 | $155K |
| Dunhill Financial, LLC | 0.04% | Add +2.6% | 785 | $153K |
| Covenant Partners, LLC | 0.04% | No change | 769 | $150K |
| Biltmore Family Office, LLC | 0.03% | No change | 756 | $148K |
| Signature Resources Capital Management, LLC | 0.09% | New | 738 | $144K |
| Activest Wealth Management | 0.03% | No change | 738 | $144K |
| Legacy Bridge, LLC | 0.07% | No change | 729 | $142K |
| Briaud Financial Planning Inc | 0.06% | Add +97.0% | 727 | $142K |
| Millstone Evans Group, LLC | 0.10% | No change | 715 | $140K |
| Rossby Financial, LCC | 0.05% | Add +5.7% | 704 | $138K |
| Family Manage LLC | 0.02% | Add +29.3% | 685 | $134K |
| City State Bank | 0.04% | No change | 676 | $132K |
| Black Cypress Capital Management, LLC | 0.11% | Reduce -20.1% | 675 | $132K |
| Christopher J. Hasenberg, Inc | 0.05% | Reduce -63.6% | 674 | $132K |
| Wealth Preservation Advisors, LLC | 0.08% | No change | 672 | $131K |
| Team Financial Group, LLC | 0.06% | New | 664 | $130K |
| Colonial Trust Co / SC | 0.02% | Reduce -4.0% | 657 | $128K |
| Mascoma Wealth Management LLC | 0.03% | No change | 638 | $125K |
| Caldwell Trust Co | 0.01% | No change | 628 | $123K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +363.2% | 616 | $120K |
| First PREMIER Bank | 0.03% | No change | 614 | $120K |
| Founders Capital Management | 0.07% | No change | 607 | $119K |
| Topsail Wealth Management, LLC | 0.02% | No change | 604 | $118K |
| Clarity Asset Management, Inc. | 0.07% | Reduce -4.6% | 596 | $116K |
| Greykasell Wealth Strategies, Inc. | 0.05% | No change | 576 | $113K |
| Security National Bank | 0.02% | No change | 569 | $111K |
| St Germain D J Co. Inc. | 0.00% | Add +24.8% | 568 | $111K |
| Front Row Advisors LLC | 0.04% | New | 560 | $109K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 547 | $107K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -53.0% | 530 | $104K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -28.6% | 524 | $103K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -7.9% | 515 | $101K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 512 | $100K |
| REAP Financial Group, LLC | 0.02% | Add +11.3% | 494 | $97K |
| Financial Perspectives, Inc | 0.03% | Add +0.4% | 483 | $94K |
| Quest 10 Wealth Builders, Inc. | 0.09% | Add +19.4% | 462 | $90K |
| WealthCollab, LLC | 0.05% | No change | 458 | $90K |
| Pillar Financial Advisors, LLC | 0.06% | No change | 450 | $88K |
| Optimum Investment Advisors | 0.04% | Reduce -16.4% | 450 | $88K |
| IMA Advisory Services, Inc. | 0.01% | No change | 438 | $86K |
| Archer Investment Corp | 0.02% | Add +4.3% | 436 | $85K |
| Colony Family Offices, LLC | 0.02% | Add +56.4% | 427 | $83K |
| IAG Wealth Partners, LLC | 0.01% | No change | 417 | $81K |
| CoreFirst Bank & Trust | 0.04% | New | 404 | $79K |
| Allianz Asset Management GmbH | 0.00% | Reduce -99.5% | 400 | $78K |
| Register Financial Advisors LLC | 0.03% | No change | 399 | $78K |
| Advantage Trust Co | 0.04% | No change | 395 | $77K |
| Essential Partners LLC | 0.03% | — | 395 | $77K |
| Brooklyn Investment Group | 0.01% | Add +275.5% | 383 | $75K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 379 | $74K |
| Insight Inv LLC | 0.05% | No change | 376 | $73K |
| Avondale Wealth Management | 0.04% | No change | 375 | $73K |
| Pittenger & Anderson Inc. | 0.00% | No change | 375 | $73K |
| Hantz Financial Services, Inc. | 0.00% | Add +326.7% | 367 | $72K |
| American National Bank & Trust | 0.01% | Reduce -28.4% | 364 | $71K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 361 | $71K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | New | 359 | $70K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | New | 360 | $70K |
| TruNorth Capital Management, LLC | 0.02% | No change | 355 | $69K |
| Murphy & Mullick Capital Management Corp | 0.06% | Reduce -32.4% | 352 | $69K |
| Ballast Advisors LLC | 0.02% | Reduce -30.2% | 347 | $68K |
| Bernard Wealth Management Corp. | 0.03% | No change | 345 | $67K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 339 | $66K |
| Wood Tarver Financial Group, LLC | 0.02% | No change | 342 | $66K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 317 | $62K |
| Graney & King, LLC | 0.04% | No change | 316 | $62K |
| Clark Wealth Partners | 0.04% | Reduce -56.4% | 312 | $61K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 308 | $60K |
| Cornerstone National Bank & Trust Co | 0.03% | No change | 305 | $60K |
| Paladin Advisory Group, LLC | 0.05% | No change | 302 | $59K |
| Western Pacific Wealth Management, LP | 0.06% | No change | 301 | $59K |
| Rice Partnership, LLC | 0.01% | No change | 292 | $57K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -9.3% | 284 | $55K |
| Morgan Dempsey Capital Management LLC | 0.02% | New | 280 | $55K |
| TD Capital Management LLC | 0.01% | No change | 277 | $54K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 271 | $53K |
| MorganRosel Wealth Management, LLC | 0.01% | No change | 264 | $52K |
| Roxbury Financial LLC | 0.05% | New | 262 | $51K |
| PrairieView Partners, LLC | 0.00% | No change | 262 | $51K |
| Palouse Capital Management, Inc. | 0.03% | No change | 259 | $51K |
| Rise Advisors, LLC | 0.02% | Add +0.4% | 255 | $50K |
| Garrison Bradford & Associates Inc. | 0.05% | No change | 250 | $49K |
| Oakworth Capital, Inc. | 0.00% | No change | 246 | $48K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -49.6% | 244 | $48K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 239 | $47K |
| Crews Bank & Trust | 0.01% | No change | 226 | $44K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 225 | $44K |
| Proathlete Wealth Management LLC | 0.01% | New | 216 | $42K |
| Morse Asset Management, Inc | 0.01% | No change | 214 | $42K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 212 | $41K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -38.1% | 206 | $40K |
| Ameriflex Group, Inc. | 0.02% | No change | 205 | $40K |
| JNBA Financial Advisors | 0.00% | No change | 200 | $39K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 200 | $39K |
| Knuff & Co LLC | 0.01% | No change | 200 | $39K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 200 | $39K |
| Atwood & Palmer Inc. | 0.00% | New | 193 | $38K |
| Addison Advisors LLC | 0.01% | No change | 186 | $36K |
| McIlrath & Eck, LLC | 0.00% | Reduce -17.8% | 185 | $36K |
| Ryan Investment Management, Inc. | 0.02% | — | 182 | $36K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.6% | 181 | $35K |
| Avion Wealth | 0.01% | Add +1.1% | 184 | $35K |
| Centricity Wealth Management, LLC | 0.03% | No change | 176 | $34K |
| Nemes Rush Group LLC | 0.00% | Add +0.6% | 175 | $34K |
| Trust Co | 0.00% | No change | 170 | $33K |
| Concord Wealth Partners | 0.00% | No change | 155 | $30K |
| Harbor Asset Planning, Inc. | 0.03% | — | 153 | $30K |
| Kentucky Trust Co | 0.02% | No change | 150 | $29K |
| Tucker Asset Management LLC | 0.01% | Reduce -44.8% | 149 | $29K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 144 | $28K |
| Pinney & Scofield, Inc. | 0.02% | Reduce -2.9% | 133 | $26K |
| United Services Automobile Association | 0.00% | New | 133 | $26K |
| Grand Wealth Management, LLC | 0.01% | No change | 130 | $25K |
| BankPlus Trust Department | 0.01% | Reduce -20.0% | 124 | $24K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 123 | $24K |
| RMG Wealth Management LLC | 0.00% | — | 120 | $24K |
| Financial Gravity Companies, Inc. | 0.00% | — | 120 | $23K |
| Abound Wealth Management | 0.01% | Reduce -62.5% | 113 | $22K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 111 | $22K |
| Red Tortoise LLC | 0.01% | No change | 110 | $22K |
| Ridgewood Investments LLC | 0.01% | No change | 109 | $21K |
| Truvestments Capital LLC | 0.00% | No change | 100 | $20K |
| Fortis Group Advisors, LLC | 0.00% | No change | 100 | $20K |
| DB Fitzpatrick & Co, Inc | 0.02% | No change | 95 | $19K |
| Hartford Financial Management Inc. | 0.01% | Reduce -1.1% | 93 | $18K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 92 | $18K |
| Bellevue Asset Management, LLC | 0.01% | No change | 86 | $17K |
| Financial Management Professionals, Inc. | 0.00% | No change | 85 | $17K |
| Nova Wealth Management, Inc. | 0.01% | Reduce -12.8% | 82 | $16K |
| DecisionPoint Financial, LLC | 0.00% | No change | 81 | $16K |
| FSA Wealth Management LLC | 0.01% | No change | 80 | $16K |
| Colonial Trust Advisors | 0.00% | No change | 75 | $15K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 75 | $15K |
| Parkworth Wealth Management, Inc. | 0.01% | No change | 74 | $15K |
| Hemington Wealth Management | 0.00% | No change | 73 | $14K |
| Toth Financial Advisory Corp. | 0.00% | No change | 71 | $14K |
| Coastline Trust Co | 0.00% | No change | 70 | $14K |
| Providence Capital Advisors, LLC | 0.00% | New | 65 | $13K |
| Putney Financial Group LLC | 0.01% | No change | 64 | $13K |
| Chesapeake Asset Management LLC | 0.01% | No change | 61 | $12K |
| Field & Main Bank | 0.00% | No change | 61 | $12K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 58 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -57.8% | 57 | $11K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -88.5% | 52 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 50 | $10K |
| Robinswood Financial LLC | 0.00% | Reduce -24.6% | 46 | $9K |
| Orion Capital Management LLC | 0.00% | Add +2.5% | 41 | $8K |
| New Millennium Group LLC | 0.00% | No change | 37 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | Reduce -27.3% | 40 | $7K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 35 | $7K |
| Resources Management Corp. /CT/ | 0.00% | No change | 24 | $5K |
| Cheviot Value Management, LLC | 0.00% | No change | 22 | $4K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | No change | 20 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 19 | $4K |
| Atticus Wealth Management, LLC | 0.00% | No change | 17 | $3K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 15 | $3K |
| Islay Capital Management, LLC | 0.00% | No change | 14 | $3K |
| Painted Porch Advisors LLC | 0.00% | New | 14 | $3K |
| Affinity Wealth LLC | 0.00% | No change | 13 | $3K |
| Main Street Group, LTD | 0.00% | No change | 12 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 9 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 6 | $1K |
| Vision Financial Markets LLC | 0.00% | Add +20.0% | 6 | $986 |
| Bfsg, LLC | 0.00% | No change | 5 | $978 |
| AllSquare Wealth Management LLC | 0.00% | No change | 5 | $977 |
"% of holder's portfolio" is IVE's weight in each manager's 13F, not the share of iShares S&P 500 Value ETF the manager owns.