iShares S&P 500 Value ETFIVEETF
13F holders, Q3 2025 (September 30)1,577holders +39
96new positions
51sold out
4famous investors
$206.22avg. 13F price*
At the end of Q3 2025, 1,577 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 39 from Q2 2025. 96 opened new positions and 51 sold out. The largest holders were Envestnet Asset Management Inc. ($4.6B), JPMorgan Chase & Co. ($3.7B) and Morgan Stanley ($2.9B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $86.8M |
| Exits | 51 | $33.2M |
All 13F filers, Q2 2025 → Q3 2025: 6,541,029 shares bought and 3,310,041 shares sold, net +3,230,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,577 holders
| Envestnet Asset Management Inc. | 1.31% | Add +5.4% | 22,121,389 | $4.6B |
| JPMorgan Chase & Co. | 0.24% | Add +0.2% | 17,926,374 | $3.7B |
| Morgan Stanley | 0.18% | Add +0.5% | 14,209,911 | $2.9B |
| LPL Financial LLC | 0.52% | Add +8.0% | 8,546,412 | $1.8B |
| Bank of America Corp. | 0.13% | Add +0.9% | 8,396,957 | $1.7B |
| Wells Fargo & Company | 0.26% | Reduce -2.5% | 6,143,986 | $1.3B |
| UBS Group AG | 0.15% | Add +1.1% | 3,604,778 | $744.4M |
| Ameriprise Financial Inc. | 0.14% | Add +0.2% | 3,036,494 | $627.1M |
| Stifel Financial Corp. | 0.57% | Add +3.1% | 3,019,690 | $623.6M |
| Cetera Investment Advisers | 0.67% | Add +31.7% | 2,782,870 | $574.7M |
| PNC Financial Services Group, Inc. | 0.30% | Add +0.2% | 2,367,761 | $489.0M |
| BlackRock, Inc. | 0.01% | Reduce -0.1% | 1,989,351 | $410.8M |
| Cwm, LLC | 1.17% | Add +0.5% | 1,876,261 | $387.5M |
| Lido Advisors, LLC | 1.53% | Add +9.2% | 1,788,336 | $369.3M |
| Park Avenue Securities LLC | 2.83% | Add +6.1% | 1,757,032 | $362.8M |
| Envestnet Portfolio Solutions, Inc. | 1.31% | Add +0.5% | 1,723,476 | $355.9M |
| Raymond James Financial Inc. | 0.11% | Add +2.8% | 1,692,485 | $349.5M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -33.6% | 1,563,018 | $322.8M |
| MML Investors Services, LLC | 0.78% | Add +1.3% | 1,413,565 | $291.9M |
| Royal Bank of Canada | 0.05% | Add +3.1% | 1,255,646 | $259.3M |
| Mariner, LLC | 0.30% | Add +0.2% | 1,116,038 | $230.5M |
| Janney Montgomery Scott LLC | 0.52% | Add +5.8% | 1,065,301 | $220.0M |
| Commonwealth Equity Services, LLC | 0.27% | Reduce -7.9% | 1,024,838 | $211.6M |
| MAI Capital Management | 1.32% | Add +0.1% | 1,020,960 | $210.8M |
| Sofi Wealth, LLC | 10.73% | Add +1.4% | 964,917 | $199.3M |
| M&T Bank Corp | 0.59% | Reduce -1.8% | 848,999 | $175.3M |
| FMR LLC | 0.01% | Add +0.1% | 826,903 | $170.8M |
| Bank of New York Mellon Corp | 0.03% | Add +9.3% | 786,895 | $162.5M |
| Sanctuary Advisors, LLC | 0.90% | Add +3.8% | 763,243 | $157.6M |
| Foundations Investment Advisors, LLC | 2.18% | Add +10.8% | 724,597 | $149.6M |
| OneDigital Investment Advisors LLC | 1.52% | Add +4.3% | 718,063 | $148.3M |
| NorthCoast Asset Management LLC | 0.58% | Add +0.5% | 717,964 | $148.3M |
| Osaic Holdings, Inc. | 0.21% | Add +8.3% | 719,030 | $147.7M |
| NewEdge Advisors, LLC | 0.66% | Reduce -1.1% | 703,676 | $145.3M |
| Rehmann Capital Advisory Group | 7.43% | Add +4.8% | 656,319 | $135.6M |
| HighTower Advisors, LLC | 0.15% | Add +6.8% | 654,568 | $135.2M |
| JB Capital LLC | 5.76% | Add +9.1% | 646,210 | $133.4M |
| LVZ, Inc. | 13.98% | Add +32.4% | 595,326 | $122.9M |
| Calamos Wealth Management LLC | 4.35% | Add +3.9% | 577,104 | $119.2M |
| Truist Financial Corp. | 0.15% | Reduce -14.9% | 544,054 | $112.4M |
| United Capital Financial Advisors, LLC | 0.80% | Add +3.3% | 536,893 | $110.9M |
| Focus Partners Wealth | 0.17% | Add +0.9% | 522,826 | $108.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.56% | Reduce -4.9% | 479,321 | $99.0M |
| Jones Financial Companies LLLP | 0.06% | Add +12.4% | 425,785 | $87.5M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +0.9% | 423,627 | $87.5M |
| Home Federal Bank of Tennessee | 21.67% | Add +0.2% | 392,291 | $81.0M |
| US Bancorp \de | 0.10% | Reduce -36.6% | 391,065 | $80.8M |
| Betterment LLC | 0.15% | Reduce -2.7% | 378,298 | $78.1M |
| Moneta Group Investment Advisors LLC | 0.61% | Add +3.1% | 369,806 | $76.4M |
| Advocacy Wealth Management, LLC | 3.31% | Add +6.9% | 369,492 | $76.3M |
| Comerica Bank | 0.28% | Reduce -2.7% | 360,866 | $74.5M |
| Composition Wealth, LLC | 1.10% | Reduce -53.8% | 356,907 | $73.7M |
| Rockefeller Capital Management L.P. | 0.14% | Add +5.0% | 345,789 | $71.4M |
| Kestra Advisory Services, LLC | 0.32% | Reduce -1.8% | 343,373 | $70.9M |
| Two Sigma Investments, LP | 0.11% | Add +700.0% | 327,200 | $67.6M |
| LPWM LLC | 17.48% | Add +3.1% | 317,272 | $65.5M |
| CX Institutional | 1.96% | Reduce -4.8% | 312,968 | $64.6M |
| Ascent Group, LLC | 2.26% | Add +1.3% | 309,923 | $64.0M |
| Valmark Advisers, Inc. | 0.79% | Reduce -1.3% | 295,843 | $61.1M |
| Courier Capital LLC | 3.49% | Reduce -0.7% | 295,100 | $60.9M |
| Probity Advisors, Inc. | 9.84% | Add +3.5% | 293,869 | $60.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +8.7% | 292,373 | $60.4M |
| Baird Financial Group, Inc. | 0.09% | Reduce -2.1% | 282,024 | $58.2M |
| AE Wealth Management LLC | 0.36% | Add +9.8% | 276,587 | $57.1M |
| Private Advisor Group, LLC | 0.28% | Reduce -4.1% | 272,954 | $56.4M |
| Bank of Montreal | 0.02% | Reduce -0.7% | 270,468 | $55.9M |
| Amarillo National Bank | 9.64% | Reduce -1.1% | 265,568 | $54.8M |
| Barclays PLC | 0.02% | Reduce -3.5% | 264,512 | $54.6M |
| Thrivent Financial for Lutherans | 0.11% | Add +133.8% | 260,769 | $53.9M |
| Equitable Holdings, Inc. | 0.39% | Reduce -0.3% | 253,692 | $52.4M |
| Fifth Third Bancorp | 0.16% | Reduce -2.0% | 245,888 | $50.8M |
| Evoke Wealth, LLC | 1.06% | Reduce -0.6% | 245,376 | $50.7M |
| Kestra Investment Management, LLC | 1.34% | Add +6.0% | 242,138 | $50.0M |
| Financial Engines Advisors L.L.C. | 0.09% | Add +0.3% | 238,227 | $49.2M |
| Strategic Point Investment Advisors, LLC | 7.06% | Add +1.6% | 237,957 | $49.1M |
| Austin Private Wealth, LLC | 3.78% | Reduce -2.3% | 237,955 | $49.1M |
| Regions Financial Corp. | 0.31% | Reduce -4.4% | 228,424 | $47.2M |
| Modern Wealth Management, LLC | 0.91% | Add +1.1% | 222,823 | $46.0M |
| Keybank National Association | 0.16% | Reduce -5.2% | 220,085 | $45.4M |
| Atria Investments, Inc | 0.52% | Add +12.9% | 218,255 | $45.1M |
| CreativeOne Wealth, LLC | 1.07% | Add +4.4% | 211,410 | $43.7M |
| Baker Avenue Asset Management, LP | 1.04% | Add +0.5% | 210,947 | $43.6M |
| Greenup Street Wealth Management LLC | 6.50% | Add +49.7% | 204,855 | $42.3M |
| West Wealth Group, LLC | 9.49% | Add +3.2% | 203,887 | $42.1M |
| Icon Wealth Advisors, LLC | 2.85% | Add +5.8% | 203,599 | $42.0M |
| Smith, Moore & Co. | 3.13% | Reduce -0.2% | 197,787 | $40.8M |
| Salomon & Ludwin, LLC | 3.62% | Reduce -1.5% | 193,529 | $40.2M |
| Northern Trust Corp. | 0.01% | Add +1.9% | 188,101 | $38.8M |
| Foundation Wealth Management, LLC | 25.99% | Add +4.0% | 184,882 | $38.2M |
| North Star Investment Management Corp. | 2.44% | Add +1.0% | 183,681 | $37.9M |
| Phillips Financial Management, LLC | 2.44% | Reduce -1.0% | 179,185 | $37.0M |
| Financial Life Advisors | 11.48% | Add +2.5% | 173,050 | $35.7M |
| Encompass Wealth Advisors, LLC | 11.99% | Add +1.9% | 170,493 | $35.2M |
| TD Waterhouse Canada Inc. | 0.21% | Add +8.5% | 157,114 | $32.6M |
| Greenleaf Trust | 0.30% | Reduce -1.7% | 157,781 | $32.6M |
| Powell Investment Advisors, LLC | 11.27% | Reduce -2.7% | 156,000 | $32.2M |
| Creative Planning | 0.02% | Add +0.9% | 154,589 | $31.9M |
| Berkshire Money Management, Inc. | 3.23% | Reduce -0.2% | 152,101 | $31.4M |
| Condor Capital Management | 2.56% | Add +2.0% | 151,482 | $31.3M |
| Quest Investment Management LLC | 3.27% | No change | 150,813 | $31.1M |
| Stratos Wealth Partners, LTD. | 0.37% | Add +8.7% | 149,960 | $31.0M |
| Koss-Olinger Consulting, LLC | 2.54% | Reduce -0.5% | 157,111 | $30.7M |
| 1834 Investment Advisors Co. | 3.77% | Reduce -9.2% | 148,596 | $30.7M |
| Perigon Wealth Management, LLC | 0.63% | Add +25.1% | 148,338 | $30.6M |
| SteelPeak Wealth, LLC | 1.01% | Add +2.7% | 145,582 | $30.1M |
| McKinley Carter Wealth Services, Inc. | 1.55% | Reduce -3.1% | 143,183 | $29.6M |
| Sharkey, Howes & Javer | 3.79% | Add +6.2% | 142,883 | $29.5M |
| Waverly Advisors, LLC | 0.29% | Add +8.3% | 139,232 | $28.8M |
| Stone House Investment Management, LLC | 4.81% | Add +7.3% | 138,231 | $28.5M |
| &partners | 0.18% | Add +14.5% | 137,320 | $28.4M |
| Captrust Financial Advisors | 0.06% | Reduce -1.3% | 133,822 | $27.6M |
| Principal Securities, Inc. | 0.45% | Add +6.0% | 131,894 | $27.2M |
| Praetorian Wealth Management, Inc. | 5.56% | Reduce -4.2% | 131,158 | $27.1M |
| Peapack Gladstone Financial Corp. | 0.35% | Add +2.7% | 130,987 | $27.1M |
| Orion Porfolio Solutions, LLC | 0.21% | Reduce -2.4% | 130,648 | $27.0M |
| Wealth Alliance, LLC | 2.77% | Add +27.8% | 130,524 | $27.0M |
| Ewa, LLC | 7.45% | Add +4.3% | 130,352 | $26.9M |
| Droms Strauss Advisors Inc. /Mo/ | 7.68% | Reduce -0.3% | 128,265 | $26.5M |
| JFS Wealth Advisors, LLC | 1.54% | Reduce -1.7% | 127,409 | $26.3M |
| DDFG, Inc | 5.80% | Add +1.1% | 121,590 | $25.1M |
| Mma Asset Management LLC | 8.37% | Reduce -15.9% | 121,469 | $25.1M |
| Spire Wealth Management | 0.85% | Reduce -5.6% | 120,927 | $25.0M |
| Pettinga Financial Advisors LLC | 4.84% | Add +5.8% | 120,266 | $24.8M |
| Pathstone Holdings, LLC | 0.09% | Reduce -0.5% | 119,501 | $24.7M |
| High Falls Advisors, Inc | 4.99% | Add +3.9% | 117,353 | $24.2M |
| Frank, Rimerman Advisors LLC | 1.55% | Reduce -52.0% | 117,200 | $24.2M |
| Kwmg, LLC | 2.12% | Add +2.2% | 117,117 | $24.2M |
| Citigroup Inc. | 0.02% | Add +2.7% | 116,174 | $24.0M |
| First Hawaiian Bank | 3.06% | Reduce -4.4% | 115,570 | $23.9M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +20.7% | 114,992 | $23.7M |
| Triad Wealth Partners, LLC | 3.05% | Add +29.0% | 114,533 | $23.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.36% | Add +11.5% | 113,889 | $23.5M |
| Stokes Family Office, LLC | 2.23% | Reduce -2.0% | 113,676 | $23.5M |
| Clearstead Advisors, LLC | 0.34% | Add +0.4% | 113,326 | $23.4M |
| Farther Finance Advisors, LLC | 0.35% | Add +20.9% | 112,577 | $23.2M |
| Mgo One Seven LLC | 0.53% | Add +330.6% | 110,836 | $22.9M |
| Summit Financial, LLC | 0.35% | Add +1570.1% | 110,778 | $22.9M |
| Lutz Financial Services LLC | 1.64% | Reduce -0.7% | 109,875 | $22.7M |
| Integrity Alliance, Llc. | 1.07% | Add +17.8% | 109,341 | $22.6M |
| Rwa Wealth Partners, LLC | 0.26% | Reduce -7.0% | 109,219 | $22.6M |
| Watts Gwilliam & Co., LLC | 3.61% | Reduce -0.2% | 108,220 | $22.3M |
| Waterway Wealth Management, LLC | 5.29% | Add +499.1% | 149,565 | $22.2M |
| Brookstone Capital Management | 0.26% | Add +8.6% | 107,094 | $22.1M |
| Per Stirling Capital Management, LLC. | 2.64% | Reduce -0.9% | 107,039 | $22.1M |
| Security Financial Services, INC. | 3.55% | Add +4.8% | 106,469 | $22.0M |
| Callan Family Office, LLC | 0.70% | Reduce -5.2% | 106,381 | $22.0M |
| Horst & Graben Wealth Management LLC | 3.34% | Add +4.3% | 105,994 | $21.9M |
| MV Capital Management, Inc. | 2.09% | Reduce -1.8% | 105,385 | $21.8M |
| Liberty Wealth Management LLC | 3.06% | Add +5.4% | 105,150 | $21.7M |
| Cahill Financial Advisors Inc. | 2.47% | Reduce -0.2% | 104,861 | $21.7M |
| Sigma Planning Corp | 0.61% | Reduce -9.8% | 104,336 | $21.5M |
| Cerity Partners LLC | 0.03% | Add +3.0% | 103,432 | $21.4M |
| Choreo, LLC | 0.28% | Reduce -1.4% | 103,209 | $21.3M |
| Ironwood Financial, llc | 3.69% | Add +3.7% | 100,962 | $20.8M |
| Ameritas Investment Partners, Inc. | 0.63% | Reduce -0.1% | 100,440 | $20.7M |
| NorthRock Partners, LLC | 0.37% | Add +5987.5% | 99,896 | $20.6M |
| Physician Wealth Advisors, Inc. | 2.90% | Add +7.7% | 98,761 | $20.4M |
| BNP Paribas Financial Markets | 0.02% | Add +14.3% | 98,136 | $20.3M |
| Bokf, NA | 0.30% | Reduce -2.8% | 97,294 | $20.1M |
| SilverOak Wealth Management LLC | 3.38% | Reduce -1.6% | 97,059 | $20.0M |
| Mesirow Financial Investment Management, Inc. | 0.36% | Add +0.3% | 97,018 | $20.0M |
| GHP Investment Advisors, Inc. | 0.84% | Reduce -1.1% | 96,875 | $20.0M |
| TD Private Client Wealth LLC | 0.45% | Add +1.6% | 96,061 | $19.8M |
| One Wealth Advisors, LLC | 2.49% | Add +10.9% | 95,997 | $19.8M |
| Allworth Financial LP | 0.09% | Reduce -1.0% | 95,919 | $19.8M |
| Global Retirement Partners, LLC | 0.44% | Add +4.5% | 95,783 | $19.8M |
| WealthPlan Investment Management, LLC | 1.30% | Reduce -12.0% | 95,197 | $19.7M |
| Signature Wealth Management Partners, LLC | 10.27% | Add +0.4% | 94,987 | $19.6M |
| BOK Financial Private Wealth, Inc. | 1.22% | Reduce -3.8% | 94,188 | $19.5M |
| Keystone Financial Services | 6.00% | Add +2.4% | 93,830 | $19.4M |
| Narwhal Capital Management | 1.42% | Reduce -0.5% | 92,784 | $19.2M |
| Thoma Capital Management LLC | 11.00% | Add +10.2% | 92,717 | $19.1M |
| Kelly Financial Services LLC | 4.91% | Add +8.5% | 91,875 | $19.0M |
| Cullen/Frost Bankers, Inc. | 0.22% | Reduce -0.1% | 91,581 | $18.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.3% | 89,614 | $18.6M |
| Blue Trust, Inc. | 0.21% | Reduce -11.3% | 88,677 | $18.3M |
| Saiph Capital, LLC | 6.47% | Reduce -1.0% | 87,110 | $18.0M |
| VestGen Advisors, LLC | 0.60% | Add +1.4% | 86,793 | $17.9M |
| Merit Financial Group, LLC | 0.16% | Add +3.9% | 86,602 | $17.9M |
| PAX Financial Group, LLC | 3.22% | Add +11.7% | 86,491 | $17.9M |
| First Merchants Corp. | 0.67% | Reduce -19.0% | 85,852 | $17.7M |
| Savant Capital, LLC | 0.11% | Reduce -1.0% | 85,416 | $17.6M |
| Matthew Goff Investment Advisor, LLC | 2.99% | Reduce -0.3% | 84,718 | $17.5M |
| Ashton Thomas Private Wealth, LLC | 0.45% | Add +130.5% | 84,700 | $17.5M |
| Cosner Financial Group, LLC | 9.35% | Add +5.2% | 84,184 | $17.4M |
| Detalus Advisors, LLC | 4.49% | Add +3.6% | 84,033 | $17.4M |
| Ieq Capital, LLC | 0.05% | Add +33.5% | 82,312 | $17.0M |
| Beacon Pointe Advisors, LLC | 0.14% | Reduce -5.1% | 81,023 | $16.7M |
| Trek Financial, LLC | 1.00% | Add +2.2% | 80,962 | $16.7M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -3.6% | 80,881 | $16.7M |
| McMorgan & Co. LLC | 2.55% | Reduce -4.5% | 80,351 | $16.6M |
| Capital Analysts, LLC | 0.48% | Add +7.9% | 80,116 | $16.5M |
| M1 Capital Management LLC | 7.11% | Reduce -0.8% | 79,803 | $16.5M |
| Advisory Services Network, LLC | 0.24% | Add +3.4% | 79,626 | $16.4M |
| RTD Financial Advisors, Inc. | 1.97% | Reduce -0.4% | 79,333 | $16.4M |
| Sovran Advisors, LLC | 1.44% | Add +29.1% | 78,275 | $16.3M |
| Kestra Private Wealth Services, LLC | 0.21% | Add +5.0% | 78,580 | $16.2M |
| Independent Solutions Wealth Management, LLC | 2.86% | Add +0.2% | 77,988 | $16.1M |
| Swmg, LLC | 4.82% | Add +16.5% | 76,404 | $16.0M |
| J.W. Cole Advisors, Inc. | 0.30% | Add +6.4% | 76,997 | $15.9M |
| Modera Wealth Management, LLC | 0.18% | Reduce -0.4% | 76,738 | $15.8M |
| Tidemark, LLC | 4.59% | Add +6.1% | 76,330 | $15.8M |
| Brass Tax Wealth Management, Inc. | 2.62% | Add +0.7% | 76,299 | $15.8M |
| Trustmark Bank Trust Department | 1.02% | Add +0.6% | 76,108 | $15.7M |
| ONE Advisory Partners, LLC | 4.72% | Add +8.1% | 75,450 | $15.4M |
| Integrated Wealth Concepts LLC | 0.14% | Reduce -55.7% | 73,200 | $15.1M |
| Astoria Strategic Wealth, Inc. | 3.82% | Add +6.4% | 73,162 | $15.1M |
| Horizon Wealth Management, LLC | 2.18% | Add +1.6% | 72,020 | $14.9M |
| Associated Banc-Corp | 0.39% | Add +0.8% | 71,671 | $14.8M |
| Alesco Advisors, LLC, An ESL Co | 0.40% | Reduce -3.3% | 71,558 | $14.8M |
| Legacy Financial Group LLC | 1.93% | New | 71,407 | $14.7M |
| Invst, LLC | 1.67% | Add +3.2% | 71,235 | $14.7M |
| FineMark National Bank & Trust | 0.48% | Reduce -2.3% | 70,960 | $14.7M |
| KMG Fiduciary Partners, LLC | 0.97% | Add +0.2% | 70,207 | $14.5M |
| Trust Point Inc. | 1.17% | No change | 70,046 | $14.5M |
| Apollon Wealth Management, LLC | 0.26% | Add +12.2% | 69,889 | $14.4M |
| Blue Edge Capital, LLC | 2.01% | Add +3.8% | 68,585 | $14.2M |
| Rothschild Wealth LLC | 3.04% | Add +5.6% | 67,655 | $14.0M |
| Occidental Asset Management, LLC | 1.75% | Reduce -0.3% | 67,484 | $13.9M |
| Instrumental Wealth, LLC | 9.69% | Add +5.6% | 66,287 | $13.8M |
| Natixis Advisors, LLC | 0.02% | Add +4.6% | 66,527 | $13.7M |
| Ironwood Wealth Management, Inc. | 6.28% | Add +1.2% | 67,666 | $13.7M |
| WealthShield Partners, LLC | 1.53% | Add +2.9% | 65,196 | $13.5M |
| Scissortail Wealth Management, LLC | 2.93% | Add +14.3% | 65,066 | $13.4M |
| Beese Fulmer Investment Management, Inc. | 0.92% | Add +1.4% | 64,783 | $13.4M |
| CoreCap Advisors, LLC | 0.48% | Reduce -0.3% | 64,529 | $13.3M |
| Concurrent Investment Advisors, LLC | 0.23% | Add +16.6% | 64,334 | $13.3M |
| BKM Wealth Management, LLC | 4.87% | Add +0.8% | 63,909 | $13.2M |
| Wilmington Savings Fund Society, FSB | 0.32% | Reduce -3.2% | 63,534 | $13.1M |
| Wealthspire Advisors, LLC | 0.07% | Add +0.3% | 62,952 | $13.0M |
| IFP Advisors, Inc | 0.34% | Add +44.3% | 62,704 | $12.9M |
| Bank Pictet & Cie (Europe) AG | 0.26% | No change | 62,390 | $12.9M |
| Gladstone Institutional Advisory LLC | 0.50% | Reduce -52.6% | 62,270 | $12.9M |
| Regal Investment Advisors LLC | 0.84% | Add +10.0% | 62,201 | $12.8M |
| Csenge Advisory Group | 0.61% | Add +7.0% | 62,198 | $12.8M |
| Kilter Group LLC | 6.04% | Add +41.1% | 61,752 | $12.8M |
| McNaughton Wealth Management, LLC | 5.37% | Add +0.8% | 61,616 | $12.7M |
| Arkadios Wealth Advisors | 0.31% | Add +7.1% | 61,315 | $12.7M |
| ADG Wealth Management Group, LLC | 10.01% | Add +8.5% | 60,986 | $12.6M |
| Focus Financial Network, Inc. | 0.45% | Add +2.5% | 60,871 | $12.6M |
| Lansing Street Advisors | 3.33% | Add +33.0% | 60,678 | $12.5M |
| Guidance Point Advisors, LLC | 3.12% | Reduce -1.5% | 60,483 | $12.5M |
| Citizens Financial Group Inc. | 0.17% | Add +0.3% | 59,714 | $12.3M |
| Cypress Wealth Services, LLC | 2.01% | Add +1.1% | 59,479 | $12.3M |
| Bay Harbor Wealth Management, LLC | 3.25% | Add +3.4% | 58,190 | $12.0M |
| Bank of Stockton | 3.40% | Reduce -1.7% | 57,723 | $11.9M |
| Ausdal Financial Partners, Inc. | 0.58% | Add +6.1% | 57,523 | $11.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.48% | Add +4.3% | 57,033 | $11.8M |
| Parallel Advisors, LLC | 0.22% | Add +0.0% | 56,943 | $11.8M |
| Snowden Capital Advisors LLC | 0.32% | Add +5.1% | 56,934 | $11.8M |
| Apeiron RIA LLC | 2.64% | Add +83.9% | 57,373 | $11.7M |
| UMB Bank, n.a. | 0.17% | Reduce -9.3% | 56,766 | $11.7M |
| American Wealth Advisors, LLC | 11.44% | — | 56,018 | $11.6M |
| Prosperity Planning, Inc. | 4.30% | Reduce -5.6% | 55,293 | $11.4M |
| Mutual Advisors, LLC | 0.24% | Add +8.1% | 52,606 | $11.0M |
| Broadview Financial Management, LLC | 7.33% | Reduce -4.6% | 52,646 | $10.9M |
| Arlington Trust Co LLC | 1.95% | Reduce -1.8% | 52,525 | $10.8M |
| Michelson Medical Research Foundation, Inc. | 9.32% | No change | 51,905 | $10.7M |
| Asset Management Group, Inc. | 1.74% | Add +0.4% | 51,445 | $10.6M |
| Quadrant Private Wealth Management, LLC | 1.94% | Add +6.8% | 51,338 | $10.6M |
| Acropolis Investment Management, LLC | 0.52% | Add +1.5% | 52,819 | $10.3M |
| Financial Advisors Network, Inc. | 1.44% | Reduce -0.8% | 49,363 | $10.2M |
| HB Wealth Management, LLC | 0.07% | Reduce -0.3% | 49,184 | $10.2M |
| Rodgers & Associates, LTD | 1.04% | Add +0.7% | 49,041 | $10.1M |
| Sierra Capital LLC | 1.11% | Add +0.0% | 48,825 | $10.1M |
| Amundi | 0.00% | Add +8.3% | 48,200 | $10.0M |
| Traynor Capital Management, Inc. | 0.57% | Reduce -7.0% | 47,867 | $9.9M |
| Mayflower Financial Advisors, LLC | 1.24% | Add +5.5% | 47,750 | $9.9M |
| Corient Private Wealth LP | 0.02% | Reduce -14.4% | 47,344 | $9.8M |
| Sunbelt Securities, Inc. | 0.67% | Reduce -1.2% | 47,187 | $9.7M |
| Fifth Third Securities, Inc. | 0.65% | Reduce -14.9% | 46,319 | $9.6M |
| Franklin Resources Inc. | 0.00% | Reduce -10.9% | 46,088 | $9.5M |
| LMG Wealth Partners, LLC | 1.73% | Add +1.0% | 44,998 | $9.3M |
| Endeavor Private Wealth, Inc. | 2.86% | Add +41.0% | 44,843 | $9.3M |
| LBMC Investment Advisors, LLC | 0.58% | Reduce -0.3% | 44,269 | $9.1M |
| DT Investment Partners, LLC | 0.77% | No change | 43,950 | $9.1M |
| Avidian Wealth Enterprises, LLC | 0.34% | Reduce -0.1% | 43,795 | $9.0M |
| Geneos Wealth Management Inc. | 0.23% | Add +0.5% | 43,671 | $9.0M |
| Maia Wealth LLC | 1.51% | Add +11.7% | 42,936 | $9.0M |
| Ehrlich Financial Group | 5.29% | Add +3.9% | 43,135 | $8.9M |
| Capital Advisors, Ltd. LLC | 0.99% | Add +2.0% | 42,307 | $8.7M |
| FAS Wealth Partners, Inc. | 0.59% | Reduce -0.9% | 42,205 | $8.7M |
| TSA Wealth Managment LLC | 2.97% | Add +0.5% | 42,200 | $8.7M |
| SigFig Wealth Management, LLC | 0.27% | Add +3.8% | 42,313 | $8.7M |
| Keebeck Wealth Management | 1.02% | Reduce -13.9% | 41,823 | $8.6M |
| Vertex Planning Partners, LLC | 1.64% | Add +3.2% | 41,412 | $8.6M |
| Great Valley Advisor Group, Inc. | 0.17% | Reduce -0.8% | 41,262 | $8.5M |
| Polianta Ltd | 3.39% | New | 39,900 | $8.2M |
| United Asset Strategies, Inc. | 0.66% | Reduce -1.0% | 39,888 | $8.2M |
| Harbour Investments, Inc. | 0.18% | Reduce -24.5% | 39,383 | $8.1M |
| Sei Investments Co. | 0.01% | Reduce -1.2% | 39,279 | $8.1M |
| Blair William & Co. | 0.02% | Add +2.4% | 39,236 | $8.1M |
| Pinnacle Financial Partners Inc | 0.19% | Reduce -0.6% | 39,131 | $8.1M |
| WCG Wealth Advisors LLC | 0.50% | Add +1.5% | 38,866 | $8.0M |
| Centerpoint Advisors, LLC | 2.49% | No change | 38,801 | $8.0M |
| Willis Johnson & Associates, Inc. | 0.50% | Reduce -0.8% | 38,753 | $8.0M |
| IFG Advisory, LLC | 0.36% | Add +88.8% | 38,454 | $7.9M |
| Ancora Advisors LLC | 0.16% | Add +9.0% | 38,191 | $7.9M |
| May Hill Capital, LLC | 2.30% | Add +52.6% | 38,085 | $7.9M |
| Exencial Wealth Advisors, LLC | 0.26% | Reduce -1.3% | 38,075 | $7.9M |
| StoneX Group Inc. | 0.34% | Reduce -2.1% | 37,893 | $7.8M |
| Wescott Financial Advisory Group, LLC | 0.70% | Add +5.0% | 37,649 | $7.8M |
| Bradley Foster & Sargent Inc. | 0.11% | Reduce -0.6% | 37,316 | $7.7M |
| Nvest Financial, LLC | 4.43% | Reduce -16.7% | 37,304 | $7.7M |
| Daymark Wealth Partners, LLC | 0.26% | Add +2.1% | 37,291 | $7.7M |
| True Vision MN LLC | 3.95% | Add +3.3% | 36,699 | $7.6M |
| Hobbs Wealth Management, LLC | 6.29% | Add +3.9% | 36,322 | $7.5M |
| Stonegate Investment Group, LLC | 0.17% | Reduce -2.3% | 36,177 | $7.5M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -2.8% | 35,764 | $7.4M |
| AtlasMark Financial, Inc | 4.92% | Add +12.7% | 35,624 | $7.4M |
| YHB Investment Advisors, Inc. | 0.54% | Add +0.4% | 35,584 | $7.3M |
| Susquehanna International Group, LLP | 0.01% | New | 35,031 | $7.2M |
| CFS Investment Advisory Services, LLC | 0.53% | Reduce -2.1% | 34,238 | $7.2M |
| Oppenheimer & Co. Inc. | 0.09% | Add +17.0% | 34,490 | $7.1M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +18.1% | 34,393 | $7.1M |
| Pure Financial Advisors, LLC | 0.11% | Add +1.0% | 34,098 | $7.0M |
| Cassaday & Co Wealth Management LLC | 0.16% | Add +7.1% | 34,067 | $7.0M |
| Cresset Asset Management, LLC | 0.03% | Reduce -2.4% | 33,859 | $7.0M |
| SCS Capital Management LLC | 0.08% | Add +0.0% | 33,479 | $6.9M |
| Sax Wealth Advisors, LLC | 0.37% | Add +3.1% | 32,947 | $6.8M |
| Vicus Capital | 0.52% | Reduce -0.6% | 32,865 | $6.8M |
| LYNX Capital Group Ltd. | 3.14% | Reduce -0.2% | 32,785 | $6.8M |
| Financial Enhancement Group LLC | 0.90% | Reduce -1.5% | 32,268 | $6.7M |
| Banco Santander, S.A. | 0.06% | Add +7.5% | 32,558 | $6.7M |
| ETF Portfolio Partners, Inc. | 1.79% | Reduce -3.9% | 32,509 | $6.7M |
| Heck Capital Advisors, LLC | 0.51% | Reduce -0.8% | 32,055 | $6.6M |
| Twin Peaks Wealth Advisors, LLC | 2.25% | Add +10.4% | 31,925 | $6.6M |
| Gen-Wealth Partners Inc | 2.23% | Add +11.3% | 31,906 | $6.6M |
| Pandora Wealth, Inc. | 3.98% | Reduce -0.7% | 31,870 | $6.6M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Reduce -23.9% | 31,750 | $6.6M |
| Soltis Investment Advisors LLC | 0.45% | Add +15.0% | 31,346 | $6.5M |
| One Wealth Capital Management, LLC | 2.88% | Add +2.1% | 31,127 | $6.4M |
| Financial Synergies Wealth Advisors, Inc. | 0.65% | Add +0.4% | 31,039 | $6.4M |
| Sapient Capital LLC | 0.10% | Reduce -0.1% | 30,998 | $6.4M |
| Equitable Trust Co. | 0.29% | Reduce -0.6% | 30,874 | $6.4M |
| Carbahal Olsen Financial Services Group, LLC | 5.08% | Reduce -0.4% | 30,677 | $6.3M |
| Tortoise Investment Management, LLC | 0.56% | Reduce -0.6% | 30,343 | $6.3M |
| SFI Advisors, LLC | 3.97% | Reduce -2.2% | 30,196 | $6.2M |
| AQR Capital Management | 0.00% | Add +6.1% | 29,594 | $6.1M |
| HRT Financial LP | 0.02% | New | 29,496 | $6.1M |
| Level Four Advisory Services, LLC | 0.21% | Reduce -0.9% | 29,483 | $6.1M |
| Firethorn Wealth Partners, LLC | 2.40% | Add +8.5% | 29,471 | $6.1M |
| Forte Asset Management LLC | 2.93% | Add +20.4% | 29,455 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.8% | 29,343 | $6.1M |
| Pathway Financial Advisors LLC | 0.81% | No change | 29,262 | $6.0M |
| Quantinno Capital Management LP | 0.02% | Add +82.0% | 29,232 | $6.0M |
| Falcon Wealth Planning | 0.54% | Reduce -0.8% | 29,078 | $6.0M |
| Efficient Advisors, LLC | 0.34% | Reduce -11.1% | 28,944 | $6.0M |
| Pacific Financial Group Inc. | 4.42% | Add +0.3% | 28,871 | $6.0M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.62% | Add +18.6% | 28,186 | $5.8M |
| Brown Advisory Inc. | 0.01% | Reduce -5.5% | 28,128 | $5.8M |
| B. Riley Wealth Advisors, Inc. | 0.28% | Add +1.2% | 28,013 | $5.8M |
| Caliber Wealth Management, LLC / KS | 0.64% | Reduce -6.5% | 27,932 | $5.8M |
| 5T Wealth, LLC | 2.51% | Add +9.7% | 27,831 | $5.7M |
| Stenger Family Office, LLC | 1.17% | Reduce -0.5% | 27,060 | $5.7M |
| Tilson Financial Group, Inc. | 1.86% | Reduce -1.1% | 27,445 | $5.7M |
| Lantz Financial LLC | 1.25% | Add +11.3% | 27,407 | $5.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -4.6% | 27,337 | $5.6M |
| Ashton Thomas Securities, LLC | 0.79% | New | 27,323 | $5.6M |
| Founders Grove Wealth Partners, LLC | 1.32% | Add +3.4% | 27,224 | $5.6M |
| W Advisors, LLC | 2.93% | Add +0.6% | 26,919 | $5.6M |
| Nicolet Bankshares Inc. | 0.89% | Reduce -16.6% | 26,794 | $5.5M |
| First Heartland Consultants, Inc. | 0.44% | Reduce -2.1% | 26,643 | $5.5M |
| Diversified Trust Co. | 0.11% | Add +42.0% | 26,558 | $5.5M |
| Shared Vision Wealth Group LLC | 2.31% | Add +9.0% | 26,195 | $5.4M |
| Old National Bancorp | 0.09% | Add +52.0% | 26,308 | $5.4M |
| Prospera Financial Services Inc | 0.09% | Add +2.2% | 26,271 | $5.4M |
| Sterling Investment Advisors LLC | 2.61% | Reduce -6.3% | 25,507 | $5.3M |
| Lifelong Wealth Advisors, Inc. | 1.57% | Add +11.9% | 25,503 | $5.3M |
| Charter Oak Capital Management, LLC | 0.41% | Reduce -6.0% | 25,450 | $5.3M |
| Lighthouse Financial LLC | 3.46% | Reduce -18.5% | 25,405 | $5.2M |
| Old Mission Investment Co LLC | 1.27% | Reduce -5.5% | 25,276 | $5.2M |
| Tradition Wealth Management, LLC | 0.39% | Reduce -4.8% | 25,230 | $5.2M |
| Simplicity Wealth,LLC | 0.30% | Reduce -47.5% | 25,118 | $5.2M |
| Advus Financial Partners, LLC | 1.24% | Add +18.8% | 25,045 | $5.2M |
| Capula Management Ltd | 0.04% | New | 25,027 | $5.2M |
| Alpine Bank Wealth Management | 0.72% | No change | 24,944 | $5.2M |
| Hoxton Planning & Management, LLC | 1.64% | Reduce -8.4% | 24,744 | $5.1M |
| Clarus Wealth Advisors | 2.25% | Add +3.4% | 24,500 | $5.1M |
| Flagstar Securities, Inc. | 1.52% | Reduce -2.6% | 24,109 | $5.0M |
| Cranbrook Wealth Management, LLC | 0.99% | Reduce -5.6% | 23,882 | $4.9M |
| Avestar Capital, LLC | 0.35% | Reduce -11.5% | 23,816 | $4.9M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1.5% | 23,752 | $4.9M |
| Investment Partners, LTD. | 1.72% | Add +0.0% | 23,706 | $4.9M |
| Guardian Wealth Advisors, LLC | 2.77% | Reduce -14.3% | 23,623 | $4.9M |
| Integrated Advisors Network LLC | 0.20% | Add +34.8% | 23,505 | $4.9M |
| Resolute Wealth Strategies, LLC | 2.19% | Reduce -0.9% | 23,165 | $4.8M |
| PFG Advisors | 0.20% | New | 23,143 | $4.8M |
| Sterling Financial Planning, Inc. | 1.51% | Reduce -0.6% | 23,140 | $4.8M |
| Quotient Wealth Partners, LLC | 0.13% | Add +0.1% | 23,048 | $4.8M |
| Magnus Financial Group LLC | 0.38% | Add +2.0% | 22,940 | $4.7M |
| Gateway Wealth Partners, LLC | 0.64% | Add +11.7% | 22,818 | $4.7M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -0.4% | 22,332 | $4.7M |
| Cubist Systematic Strategies, LLC | 0.07% | Add +13.8% | 22,744 | $4.7M |
| First Trust Advisors LP | 0.00% | Reduce -14.8% | 22,596 | $4.7M |
| Peoples Bank | 2.84% | Reduce -8.4% | 22,412 | $4.6M |
| Arcadia Investment Advisors LLC | 2.25% | Reduce -2.9% | 22,384 | $4.6M |
| Rik Saylor Financial, Inc. | 3.36% | Reduce -0.6% | 22,275 | $4.6M |
| Ascent Wealth Partners, LLC | 0.53% | Add +5.7% | 22,260 | $4.6M |
| Calamos Advisors LLC | 0.03% | Reduce -1.9% | 22,008 | $4.5M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -6.5% | 21,966 | $4.5M |
| Belpointe Asset Management LLC | 0.17% | Add +28.3% | 21,785 | $4.5M |
| Stordahl Capital Management, Inc. | 0.94% | Add +7.3% | 21,729 | $4.5M |
| Barnes Wealth Management Group, Inc | 2.47% | Add +0.3% | 21,716 | $4.5M |
| Strategic Blueprint, LLC | 0.20% | Add +5.2% | 21,635 | $4.5M |
| Hilltop Wealth Advisors, LLC | 2.29% | Reduce -2.7% | 21,319 | $4.4M |
| GeoWealth Management, LLC | 0.16% | Add +107.4% | 21,292 | $4.4M |
| Diversify Advisory Services, LLC | 0.15% | Add +116.0% | 21,074 | $4.4M |
| Wesbanco Bank Inc. | 0.12% | Reduce -2.2% | 21,268 | $4.4M |
| FFG Retirement Advisors LLC | 2.72% | Add +1.2% | 21,202 | $4.4M |
| Glen Eagle Advisors, LLC | 0.60% | Add +5.0% | 21,043 | $4.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.09% | Reduce -10.4% | 20,850 | $4.3M |
| Smithfield Trust Co | 0.19% | Reduce -4.2% | 20,859 | $4.3M |
| Edgar Lomax Co. | 0.34% | Reduce -0.1% | 20,744 | $4.3M |
| Jackson Hole Capital Partners, LLC | 0.73% | Add +1.5% | 20,651 | $4.3M |
| Davis Wealth Advisors, LLC | 3.77% | Add +26.8% | 20,351 | $4.2M |
| Harbor Investment Advisory, LLC | 0.35% | Add +1.0% | 20,308 | $4.2M |
| Theory Financial LLC | 1.47% | Add +5.6% | 20,062 | $4.2M |
| Verus Capital Partners, LLC | 0.32% | Add +7.0% | 20,157 | $4.2M |
| Wealth Advisory Solutions, LLC | 1.01% | Reduce -1.0% | 20,118 | $4.2M |
| Anson Capital, Inc. | 3.11% | Add +0.7% | 20,111 | $4.2M |
| Centurion Wealth Management LLC | 0.93% | Add +0.9% | 19,767 | $4.1M |
| Morris Financial Concepts, Inc. | 1.47% | Reduce -0.6% | 19,753 | $4.1M |
| Southern Capital Advisors, LLC | 1.91% | Add +9.9% | 19,745 | $4.1M |
| O'Connor Financial Group LLC | 1.70% | Reduce -1.3% | 19,668 | $4.1M |
| Hudson Capital Management LLC | 1.11% | Reduce -3.6% | 19,643 | $4.1M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +26.0% | 19,317 | $4.0M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -19.5% | 19,492 | $4.0M |
| Pinnacle Bancorp, Inc. | 1.19% | Reduce -7.4% | 19,466 | $4.0M |
| Valeo Financial Advisors, LLC | 0.09% | Add +9.1% | 19,346 | $4.0M |
| Florida Trust Wealth Management Co | 0.11% | Add +10.5% | 19,233 | $4.0M |
| BTC Capital Management, Inc. | 0.27% | No change | 19,037 | $3.9M |
| Florin Court Capital LLP | 3.08% | Add +211.5% | 19,000 | $3.9M |
| Rogco, LP | 1.37% | No change | 18,926 | $3.9M |
| Bare Financial Services, Inc | 1.16% | Reduce -0.9% | 18,856 | $3.9M |
| Hancock Whitney Corp. | 0.07% | Reduce -3.8% | 18,854 | $3.9M |
| Telos Capital Management, Inc. | 0.37% | Add +1.4% | 18,742 | $3.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +75.1% | 18,723 | $3.9M |
| Retirement Wealth Solutions LLC | 2.54% | Add +17.9% | 18,698 | $3.9M |
| Ritholtz Wealth Management | 0.07% | Reduce -4.0% | 18,619 | $3.8M |
| Pines Wealth Management, LLC | 1.28% | Reduce -2.3% | 18,420 | $3.8M |
| AlphaCore Capital LLC | 0.13% | Reduce -2.4% | 18,322 | $3.8M |
| MSH Capital Advisors LLC | 1.01% | Reduce -1.0% | 18,281 | $3.8M |
| Tiaa Trust, National Association | 0.01% | Add +0.6% | 18,011 | $3.7M |
| Dorsey & Whitney Trust CO LLC | 0.20% | Reduce -6.3% | 17,968 | $3.7M |
| Pinnacle Family Advisors, LLC | 1.62% | Add +0.0% | 17,928 | $3.7M |
| RKL Wealth Management LLC | 0.31% | Reduce -6.1% | 17,861 | $3.7M |
| Investment Advisory Group, LLC | 1.00% | Reduce -1.2% | 17,846 | $3.7M |
| Oxford Financial Group, LTD. LLC | 0.20% | Reduce -0.6% | 17,423 | $3.6M |
| Gray Private Wealth, LLC | 1.81% | Reduce -5.7% | 17,374 | $3.6M |
| Assetmark, Inc. | 0.01% | Reduce -18.1% | 17,323 | $3.6M |
| Thompson Investment Management, Inc. | 0.48% | Add +11.3% | 17,312 | $3.6M |
| Copperleaf Capital, LLC | 1.71% | Reduce -4.6% | 17,291 | $3.6M |
| Cornerstone Planning Group LLC | 0.57% | Add +6879.9% | 17,031 | $3.5M |
| First Foundation Advisors | 0.13% | Add +24.4% | 17,094 | $3.5M |
| Kickstand Ventures, Llc. | 0.78% | Add +1.2% | 17,093 | $3.5M |
| SIMA Wealth Partners, LLC | 2.67% | Reduce -1.6% | 16,900 | $3.5M |
| Nwam LLC | 0.19% | Reduce -4.7% | 16,745 | $3.5M |
| Evercore Wealth Management, LLC | 0.05% | Reduce -1.0% | 16,665 | $3.4M |
| First Citizens Bank & Trust Co. | 0.07% | Add +0.8% | 16,664 | $3.4M |
| Sowell Financial Services LLC | 0.13% | Add +2.6% | 16,617 | $3.4M |
| IHT Wealth Management, LLC | 0.09% | Add +1.2% | 16,597 | $3.4M |
| Western Wealth Management, LLC | 0.18% | Reduce -0.6% | 16,525 | $3.4M |
| Garde Capital, Inc. | 0.17% | Add +0.5% | 16,512 | $3.4M |
| RCS Financial Planning, LLC | 1.51% | Add +15.5% | 16,465 | $3.4M |
| Mather Group, Llc. | 0.03% | Add +4.2% | 16,457 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -2.1% | 16,443 | $3.4M |
| National Philanthropic Trust | 0.04% | No change | 16,419 | $3.4M |
| World Investment Advisors | 0.07% | Add +7.6% | 16,355 | $3.4M |
| Gemmer Asset Management LLC | 0.27% | Add +51.3% | 16,270 | $3.4M |
| Stegner Investment Associates Inc. | 1.84% | Reduce -1.6% | 16,255 | $3.4M |
| Midwest Trust Co | 0.04% | Add +2.8% | 16,159 | $3.3M |
| Bridges Investment Management Inc. | 0.04% | Reduce -0.8% | 16,135 | $3.3M |
| LifePlan Investment Advisors, Inc. | 1.39% | Add +18.9% | 16,082 | $3.3M |
| Fullcircle Wealth LLC | 1.16% | Add +10.3% | 15,899 | $3.3M |
| WealthPLAN Partners, LLC | 0.49% | Add +4.4% | 15,788 | $3.3M |
| SOL Capital Management CO | 0.29% | Reduce -0.1% | 15,752 | $3.3M |
| St. Clair Advisors, LLC | 0.86% | Reduce -8.3% | 15,669 | $3.2M |
| Centaurus Financial, Inc. | 0.15% | Add +5.6% | 15,634 | $3.2M |
| Peregrine Asset Advisers, Inc. | 0.96% | Reduce -1.1% | 15,532 | $3.2M |
| Axis Wealth Partners, LLC | 1.88% | Reduce -18.9% | 15,514 | $3.2M |
| Summit Investment Advisory Services, LLC | 1.27% | Reduce -1.3% | 15,402 | $3.2M |
| Interchange Capital Partners, LLC | 0.62% | Add +17.8% | 15,328 | $3.2M |
| Seneca House Advisors | 1.27% | Add +0.2% | 15,273 | $3.2M |
| Independent Financial Group, LLC | 0.08% | Reduce -6.3% | 15,261 | $3.2M |
| Cadence Bank | 0.19% | Reduce -0.1% | 14,998 | $3.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.39% | Reduce -86.8% | 14,807 | $3.1M |
| Tudor Investment Corporation | 0.02% | New | 14,764 | $3.0M |
| Twin Focus Capital Partners, LLC | 0.39% | Add +134.3% | 14,708 | $3.0M |
| Trail Ridge Investment Advisors, LLC | 1.36% | Add +1.4% | 14,664 | $3.0M |
| Commonwealth Retirement Investments LLC | 1.03% | Add +0.7% | 14,614 | $3.0M |
| Tobias Financial Advisors, Inc. | 0.46% | Reduce -3.2% | 14,585 | $3.0M |
| Redwood Investment Management, LLC | 0.33% | Add +11.9% | 14,554 | $3.0M |
| Bush Investment Group, LLC | 1.77% | Add +5.8% | 14,469 | $3.0M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +8.3% | 14,359 | $3.0M |
| Gryphon Financial Partners LLC | 0.34% | Add +0.1% | 14,351 | $3.0M |
| Principal Financial Group Inc. | 0.00% | Add +0.7% | 14,319 | $3.0M |
| Blalock Williams, LLC | 2.59% | Add +12.5% | 14,291 | $3.0M |
| Market Street Wealth Management Advisors LLC | 0.47% | Reduce -0.3% | 14,216 | $2.9M |
| BridgePort Financial Solutions, LLC | 0.79% | Add +0.8% | 14,208 | $2.9M |
| GenWealth Group, Inc. | 0.55% | Reduce -1.2% | 14,206 | $2.9M |
| Ascent Capital Management, LLC | 2.34% | Add +6.0% | 14,179 | $2.9M |
| Glass Jacobson Investment Advisors llc | 1.06% | Reduce -3.3% | 14,171 | $2.9M |
| Allstate Corp. | 0.07% | No change | 14,138 | $2.9M |
| Vise Technologies, Inc. | 0.11% | Add +211.2% | 14,083 | $2.9M |
| Gunma Bank,Ltd. | 0.91% | Reduce -50.0% | 14,000 | $2.9M |
| A4 Wealth Advisors LLC | 2.42% | — | 13,906 | $2.9M |
| Truepoint, Inc. | 0.07% | Add +30.4% | 13,868 | $2.9M |
| Coign Capital Advisors LLC | 1.56% | Add +1.3% | 13,703 | $2.8M |
| BCU Wealth Advisors, LLC | 1.14% | Add +15.0% | 13,657 | $2.8M |
| Ellis Investment Partners, LLC | 0.51% | Add +0.3% | 13,558 | $2.8M |
| Synovus Financial Corp. | 0.03% | Add +6.7% | 13,422 | $2.8M |
| Avior Wealth Management, LLC | 0.09% | Reduce -1.8% | 13,369 | $2.8M |
| Grey Ledge Advisors, LLC | 0.62% | Add +0.1% | 13,352 | $2.8M |
| Gables Capital Management Inc. | 1.18% | No change | 13,330 | $2.8M |
| PKS Advisory Services, LLC | 0.64% | Add +3.8% | 13,259 | $2.7M |
| Brave Asset Management Inc. | 0.67% | No change | 13,250 | $2.7M |
| Forefront Wealth Partners, LLC | 0.68% | Add +12.8% | 13,084 | $2.7M |
| SWP Financial LLC | 1.37% | Add +4.1% | 13,056 | $2.7M |
| Afg Fiduciary Services Limited Partnership | 1.57% | Reduce -0.6% | 13,018 | $2.7M |
| Graves Light Lenhart Wealth, Inc. | 0.30% | Add +8.1% | 13,019 | $2.7M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -3.3% | 13,012 | $2.7M |
| Bank of Hawaii | 0.13% | No change | 12,929 | $2.7M |
| Calton & Associates, Inc. | 0.40% | Reduce -1.0% | 12,852 | $2.7M |
| Brighton Jones LLC | 0.06% | Add +1.1% | 12,816 | $2.6M |
| Durante & Waters, LLC | 1.94% | Reduce -80.3% | 12,757 | $2.6M |
| SeaBridge Investment Advisors LLC | 0.43% | Add +92.4% | 12,701 | $2.6M |
| Operose Advisors LLC | 0.65% | Add +0.0% | 12,577 | $2.6M |
| Concorde Asset Management, LLC | 1.08% | — | 12,508 | $2.6M |
| Commonwealth Financial Services, LLC | 0.44% | Add +30.2% | 12,505 | $2.6M |
| Tsfg, LLC | 0.41% | Reduce -0.9% | 12,473 | $2.6M |
| Transcend Capital Advisors, LLC | 0.18% | Add +7.3% | 12,461 | $2.6M |
| Sigma Investment Counselors Inc. | 0.13% | Reduce -0.2% | 12,406 | $2.6M |
| Regimen Wealth, LLC | 0.76% | Add +0.7% | 12,333 | $2.5M |
| Venturi Wealth Management, LLC | 0.12% | Add +14.9% | 12,295 | $2.5M |
| Sequent Asset Management, LLC | 1.19% | Reduce -10.9% | 12,162 | $2.5M |
| Asset Dedication, LLC | 0.17% | Add +130.4% | 12,153 | $2.5M |
| Wellspring Financial Advisors, LLC | 0.23% | Add +0.2% | 12,055 | $2.5M |
| Clear Creek Financial Management, LLC | 0.22% | Add +0.9% | 12,036 | $2.5M |
| B&D White Capital Company, LLC | 0.32% | New | 12,020 | $2.5M |
| Eq LLC | 0.84% | Add +13.0% | 12,005 | $2.5M |
| Great Point Wealth Advisors, LLC | 0.47% | — | 12,001 | $2.5M |
| Scotia Capital Inc. | 0.01% | No change | 11,945 | $2.5M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -15.7% | 11,936 | $2.5M |
| WealthBridge Capital Management, LLC | 0.57% | Reduce -2.8% | 11,858 | $2.4M |
| TRUE Private Wealth Advisors | 0.25% | Add +1.9% | 11,841 | $2.4M |
| Partners Wealth Management, LLC | 2.41% | Add +0.9% | 11,827 | $2.4M |
| Wealth Dimensions Group, Ltd. | 0.49% | Add +1.4% | 11,613 | $2.4M |
| Flagship Wealth Advisors, LLC | 0.78% | Reduce -12.6% | 11,518 | $2.4M |
| CLG LLC | 0.65% | Reduce -2.7% | 11,503 | $2.4M |
| AlTi Global, Inc. | 0.06% | No change | 11,453 | $2.4M |
| Councilor Wealth, LLC | 1.09% | Add +0.2% | 11,377 | $2.3M |
| Roble, Belko & Company, Inc | 0.31% | No change | 11,238 | $2.3M |
| Edmond DE Rothschild Holding S.A. | 0.04% | Reduce -68.4% | 11,203 | $2.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +45.8% | 11,166 | $2.3M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.9% | 11,074 | $2.3M |
| Bryn Mawr Trust Advisors, LLC | 0.11% | Add +0.2% | 11,005 | $2.3M |
| Total Investment Management Inc. | 0.29% | Reduce -3.2% | 10,943 | $2.3M |
| Simon Quick Advisors, LLC | 0.10% | No change | 10,914 | $2.3M |
| GenTrust, LLC | 0.10% | No change | 10,900 | $2.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.27% | Reduce -0.7% | 10,893 | $2.2M |
| Marietta Wealth Management, LLC | 0.27% | Add +1.0% | 10,834 | $2.2M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -0.6% | 10,828 | $2.2M |
| Ameritas Advisory Services, LLC | 0.15% | Add +13.9% | 10,824 | $2.2M |
| Retirement Income Solutions, Inc. | 0.38% | Add +3.4% | 10,799 | $2.2M |
| Dumont & Blake Investment Advisors LLC | 0.54% | Add +0.5% | 10,795 | $2.2M |
| Insight Advisors, LLC/ PA | 0.34% | Reduce -0.7% | 10,761 | $2.2M |
| Smartleaf Asset Management LLC | 0.14% | Add +3.8% | 10,702 | $2.2M |
| Mach-1 Financial Group, LLC | 0.35% | New | 10,548 | $2.2M |
| Integrity Advisory Solutions, LLC | 0.35% | — | 10,548 | $2.2M |
| Mullaney, Keating & Wright, Inc. | 1.21% | Reduce -56.3% | 10,541 | $2.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.52% | Add +122.7% | 10,527 | $2.2M |
| Sterling Investment Counsel, LLC | 0.69% | Add +107.4% | 10,476 | $2.2M |
| 17 Capital Partners, LLC | 1.18% | Add +6.6% | 10,464 | $2.2M |
| Uptick Partners, LLC | 0.56% | Reduce -13.2% | 10,334 | $2.1M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.4% | 10,318 | $2.1M |
| Fortitude Family Office, LLC | 0.58% | New | 10,300 | $2.1M |
| GWN Securities Inc. | 0.49% | Add +0.8% | 10,258 | $2.1M |
| Whittier Trust Co. | 0.02% | Reduce -1.2% | 10,186 | $2.1M |
| Tranquility Partners, LLC | 0.71% | Add +0.1% | 10,223 | $2.1M |
| Leslie Global Wealth, LLC | 0.99% | Reduce -58.7% | 10,220 | $2.1M |
| Brookwood Investment Group LLC | 0.27% | Reduce -9.1% | 10,208 | $2.1M |
| Commerce Bank | 0.01% | Add +2.0% | 10,188 | $2.1M |
| Financial Advocates Investment Management | 1.18% | Reduce -82.8% | 10,181 | $2.1M |
| Essex Financial Services, Inc. | 0.13% | Add +0.8% | 10,177 | $2.1M |
| Discipline Wealth Solutions, LLC | 0.55% | Add +40.6% | 10,170 | $2.1M |
| United Advisor Group, LLC | 0.28% | Add +8.2% | 10,143 | $2.1M |
| Able Wealth Management LLC | 0.79% | Reduce -0.6% | 10,130 | $2.1M |
| Sovereign Financial Group, Inc. | 0.39% | Add +25.0% | 10,083 | $2.1M |
| First Commonwealth Financial Corp | 0.35% | Add +8.0% | 10,035 | $2.1M |
| Clearview Wealth Advisors LLC | 1.33% | Add +7.0% | 10,024 | $2.1M |
| Merkkuri Wealth Advisors LLC | 1.50% | Add +2.2% | 10,014 | $2.1M |
| Birnam Oak Advisors, LP | 0.51% | No change | 10,000 | $2.1M |
| Sutton Place Investors LLC | 1.17% | Add +5.0% | 9,952 | $2.1M |
| Nottingham Advisors, Inc. | 0.29% | Reduce -1.2% | 9,949 | $2.1M |
| Hilltop Holdings Inc. | 0.11% | Reduce -2.1% | 9,929 | $2.1M |
| Sonoma Private Wealth LLC | 2.45% | Reduce -2.2% | 9,920 | $2.0M |
| Castle Wealth Management LLC | 0.69% | Reduce -1.5% | 9,872 | $2.0M |
| Hirtle & Co., LLC | 0.08% | Reduce -2.9% | 9,812 | $2.0M |
| NorthLanding Financial Partners, LLC | 1.67% | Add +0.1% | 9,682 | $2.0M |
| Park Place Capital Corp | 0.42% | Reduce -25.3% | 9,651 | $2.0M |
| Neumann Capital Management, LLC | 0.58% | Reduce -2.5% | 9,645 | $2.0M |
| Accelerate Investment Advisors LLC | 1.35% | Add +4.2% | 9,597 | $2.0M |
| Stephens Inc. | 0.03% | Add +0.1% | 9,534 | $2.0M |
| Sonata Capital Group Inc. | 0.73% | Reduce -2.9% | 9,526 | $2.0M |
| Quantum Portfolio Management LLC | 0.58% | Add +87.4% | 9,502 | $2.0M |
| Apella Capital, LLC | 0.04% | Add +152.5% | 9,589 | $2.0M |
| Mission Wealth Management, LP | 0.04% | Reduce -9.6% | 9,476 | $2.0M |
| Sachetta, LLC | 0.73% | Add +0.0% | 9,453 | $2.0M |
| Bernardo Wealth Planning LLC | 0.38% | No change | 9,446 | $2.0M |
| Fisher Asset Management | 0.00% | Add +374.1% | 9,429 | $1.9M |
| Bessemer Group Inc. | 0.00% | Reduce -0.6% | 9,398 | $1.9M |
| Yukon Wealth Management, Inc. | 0.64% | Reduce -1.3% | 9,399 | $1.9M |
| WBH Advisory Inc. | 0.15% | Reduce -1.2% | 9,315 | $1.9M |
| Kohmann Bosshard Financial Services, LLC | 0.20% | No change | 9,301 | $1.9M |
| Patriot Investment Management Group, Inc. | 0.12% | No change | 9,237 | $1.9M |
| Raleigh Capital Management Inc. | 0.72% | Add +7.4% | 9,165 | $1.9M |
| Bailard, Inc. | 0.04% | Reduce -8.5% | 9,101 | $1.9M |
| Finley Financial, LLC | 0.87% | No change | 9,085 | $1.9M |
| Private Wealth Asset Management, LLC | 0.22% | No change | 9,085 | $1.9M |
| Mill Creek Capital Advisors, LLC | 0.04% | Add +0.1% | 9,068 | $1.9M |
| Capital Square, LLC | 0.95% | Add +35.2% | 9,065 | $1.9M |
| Laffer Tengler Investments, Inc. | 0.35% | New | 9,049 | $1.9M |
| Total Wealth Planning, LLC | 0.22% | Reduce -0.4% | 9,043 | $1.9M |
| Signal Advisors Wealth, LLC | 0.17% | Add +0.6% | 9,010 | $1.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.22% | Reduce -0.8% | 8,931 | $1.8M |
| Absolute Capital Management, LLC | 0.79% | Add +24.3% | 8,926 | $1.8M |
| ORG Partners LLC | 0.34% | Add +64.6% | 8,351 | $1.8M |
| Koshinski Asset Management, Inc. | 0.13% | Add +6.3% | 8,811 | $1.8M |
| Taylor Financial Group, Inc. | 1.04% | No change | 8,737 | $1.8M |
| Renasant Bank | 1.14% | Reduce -18.4% | 8,734 | $1.8M |
| Hazlett, Burt & Watson, Inc. | 0.63% | Add +10.9% | 8,696 | $1.8M |
| WealthTrak Capital Management LLC | 1.48% | Add +23.0% | 8,700 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -4.9% | 8,645 | $1.8M |
| Empirical Asset Management, LLC | 0.49% | Add +1.4% | 8,619 | $1.8M |
| Procyon Advisors, LLC | 0.10% | Reduce -4.3% | 8,539 | $1.8M |
| Seven Mile Advisory | 0.29% | Add +170.5% | 8,523 | $1.8M |
| BigSur Wealth Management LLC | 0.43% | No change | 8,500 | $1.8M |
| Hohimer Wealth Management, LLC | 0.25% | Add +18.7% | 8,427 | $1.7M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | Reduce -12.3% | 8,373 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -3.6% | 8,419 | $1.7M |
| Heritage Financial Services, LLC | 0.16% | Reduce -0.6% | 8,411 | $1.7M |
| Forum Financial Management, LP | 0.02% | Add +2.4% | 8,406 | $1.7M |
| Tiemann Investment Advisors, LLC | 0.66% | Add +3.5% | 8,327 | $1.7M |
| Vantage Point Financial LLC | 0.67% | Add +11.8% | 8,315 | $1.7M |
| Compound Planning, Inc. | 0.06% | Reduce -24.7% | 8,292 | $1.7M |
| Stonebridge Financial Planning Group, LLC | 0.64% | Reduce -0.2% | 8,291 | $1.7M |
| CRA Financial Services, LLC | 0.23% | Add +16.1% | 8,271 | $1.7M |
| Turtle Creek Wealth Advisors, LLC | 0.15% | Reduce -8.3% | 8,221 | $1.7M |
| Sound Income Strategies, LLC | 0.09% | Add +6.7% | 8,183 | $1.7M |
| Plum Street Advisors, LLC | 0.65% | No change | 8,204 | $1.7M |
| Burkett Financial Services, LLC | 0.58% | Add +8.8% | 8,198 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.6% | 8,188 | $1.7M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -1.9% | 8,155 | $1.7M |
| Infinity Wealth Counsel, LLC | 1.63% | Reduce -3.0% | 8,149 | $1.7M |
| Rialto Wealth Management, LLC | 0.43% | Reduce -0.4% | 8,097 | $1.7M |
| Berman McAleer LLC | 0.23% | — | 8,082 | $1.7M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -3.5% | 8,082 | $1.7M |
| Hopwood Financial Services, Inc. | 1.11% | Reduce -9.8% | 8,063 | $1.7M |
| Glenview Trust Co | 0.03% | Reduce -3.0% | 8,014 | $1.7M |
| Oxinas Partners, LLC | 0.88% | Reduce -1.1% | 7,994 | $1.7M |
| Glenmede Investment Management, LP | 0.01% | No change | 7,990 | $1.7M |
| Dentgroup LLC | 1.06% | Reduce -1.6% | 7,970 | $1.6M |
| Bristlecone Advisors, LLC | 0.14% | Add +12.5% | 7,950 | $1.6M |
| Lee Financial Co | 0.21% | Reduce -3.7% | 7,939 | $1.6M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -0.1% | 7,927 | $1.6M |
| Eldridge Investment Advisors, Inc. | 0.37% | Reduce -3.8% | 7,885 | $1.6M |
| Trilogy Capital Inc. | 0.07% | Add +1.4% | 7,821 | $1.6M |
| Klaas Financial Asset Advisors, LLC | 0.24% | Reduce -2.4% | 7,804 | $1.6M |
| Traub Capital Management LLC | 1.59% | Reduce -1.6% | 7,772 | $1.6M |
| Elm Partners Management LLC | 0.08% | Add +43.1% | 7,697 | $1.6M |
| Farmers & Merchants Investments Inc. | 0.04% | Reduce -0.4% | 7,695 | $1.6M |
| International Assets Investment Management, LLC | 0.13% | No change | 8,025 | $1.6M |
| Apex Wealth Management, LLC | 1.12% | Reduce -0.4% | 7,603 | $1.6M |
| Nicolet Advisory Services, LLC | 0.12% | No change | 7,520 | $1.6M |
| Silver Grove Financial Group, Inc. | 1.48% | — | 7,562 | $1.6M |
| Strategies Wealth Advisors, LLC | 0.16% | Reduce -31.5% | 7,545 | $1.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.18% | Add +0.6% | 7,541 | $1.6M |
| MA Private Wealth | 0.26% | Add +2.4% | 7,501 | $1.5M |
| Cahaba Wealth Management, Inc. | 0.11% | Add +1.7% | 7,489 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.28% | Add +48.3% | 7,468 | $1.5M |
| Awm Capital, LLC | 0.14% | No change | 7,447 | $1.5M |
| Amara Financial, Llc. | 1.13% | Add +152.5% | 7,445 | $1.5M |
| Salem Investment Counselors Inc. | 0.04% | No change | 7,439 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +10.4% | 7,418 | $1.5M |
| Curi Capital, LLC | 0.03% | Add +4.5% | 7,357 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | No change | 7,300 | $1.5M |
| Bank of Nova Scotia | 0.00% | No change | 7,284 | $1.5M |
| Maripau Wealth Management LLC | 0.76% | Reduce -0.5% | 7,274 | $1.5M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.32% | Reduce -1.6% | 7,272 | $1.5M |
| Rathbones Group PLC | 0.01% | Reduce -23.1% | 7,259 | $1.5M |
| Hutchens & Kramer Investment Management Group, LLC | 0.59% | Reduce -3.1% | 7,231 | $1.5M |
| Diversified Portfolios, Inc. | 0.13% | Add +2.0% | 7,225 | $1.5M |
| Bison Wealth, LLC | 0.14% | Reduce -12.5% | 7,171 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Reduce -0.9% | 7,191 | $1.5M |
| Two West Capital Advisors LLC | 0.89% | Add +4.7% | 7,046 | $1.5M |
| Avantra Family Wealth, Inc. | 1.10% | Add +485.8% | 7,135 | $1.5M |
| Perennial Investment Advisors, LLC | 0.12% | Reduce -0.7% | 7,126 | $1.5M |
| Catalyst Private Wealth, LLC | 0.64% | No change | 7,074 | $1.5M |
| South Plains Financial, Inc. | 0.90% | No change | 7,016 | $1.4M |
| Mattern Wealth Management LLC | 0.29% | Reduce -36.6% | 7,013 | $1.4M |
| Idaho Trust Co | 0.49% | Reduce -6.5% | 7,003 | $1.4M |
| PFG Investments, LLC | 0.07% | Reduce -0.8% | 6,988 | $1.4M |
| TrinityBridge Ltd | 0.03% | No change | 6,958 | $1.4M |
| MJT & Associates Financial Advisory Group, Inc. | 1.16% | Reduce -6.6% | 6,931 | $1.4M |
| Fonville Wealth Management LLC | 0.32% | Reduce -2.4% | 6,927 | $1.4M |
| Emergent Wealth Advisors, LLC | 0.83% | Add +5.1% | 6,897 | $1.4M |
| World Equity Group, Inc. | 0.32% | Add +36.1% | 6,888 | $1.4M |
| Forum Private Client Group LLC | 0.51% | Add +19.1% | 6,888 | $1.4M |
| Trust Co. of Toledo NA | 0.14% | No change | 6,886 | $1.4M |
| Private Wealth Management Group, LLC | 0.39% | No change | 6,839 | $1.4M |
| Arete Wealth Advisors, LLC | 0.09% | Add +3.3% | 6,794 | $1.4M |
| Mason & Associates, LLC | 0.35% | No change | 7,163 | $1.4M |
| LTG Capital LLC | 1.10% | Reduce -2.3% | 6,776 | $1.4M |
| Gotham Asset Management | 0.01% | No change | 6,733 | $1.4M |
| SOA Wealth Advisors, LLC. | 0.23% | Reduce -2.4% | 6,725 | $1.4M |
| Private Trust Co. NA | 0.12% | Reduce -19.5% | 6,713 | $1.4M |
| Alta Wealth Advisors LLC | 0.50% | Reduce -1.8% | 6,712 | $1.4M |
| Fairscale Capital, LLC | 0.95% | Add +0.0% | 6,680 | $1.4M |
| Pallas Capital Advisors LLC | 0.05% | Add +6.5% | 6,675 | $1.4M |
| Davis Selected Advisers | 0.01% | Reduce -39.8% | 6,614 | $1.4M |
| White Pine Capital LLC | 0.39% | Reduce -3.0% | 6,582 | $1.4M |
| King Wealth Management Group | 0.17% | No change | 6,550 | $1.4M |
| Prosperity Consulting Group, LLC | 0.07% | Add +278.3% | 6,544 | $1.4M |
| Rothschild Investment LLC | 0.08% | Add +0.3% | 6,513 | $1.3M |
| Greenwood Gearhart LLC | 0.08% | Add +2.7% | 6,506 | $1.3M |
| Fiduciary Trust Co | 0.02% | No change | 6,498 | $1.3M |
| Kennedy Investment Group, Inc. | 0.53% | Reduce -7.6% | 6,497 | $1.3M |
| Legacy Advisors, LLC | 0.17% | — | 6,482 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -2.2% | 6,479 | $1.3M |
| AMG National Trust Bank | 0.03% | Add +1.1% | 6,472 | $1.3M |
| Hilltop National Bank | 0.33% | Reduce -2.8% | 6,438 | $1.3M |
| Westmount Partners, LLC | 0.34% | Reduce -0.7% | 6,409 | $1.3M |
| Midland Wealth Advisors, LLC | 0.07% | Reduce -5.7% | 6,406 | $1.3M |
| Lakeridge Wealth Management LLC | 0.59% | Add +0.3% | 6,385 | $1.3M |
| BBR Partners, LLC | 0.08% | No change | 6,352 | $1.3M |
| Creative Financial Designs Inc. | 0.09% | Reduce -2.6% | 6,340 | $1.3M |
| Crescent Grove Advisors, LLC | 0.13% | No change | 6,330 | $1.3M |
| Whitcomb & Hess, Inc. | 0.33% | Add +0.7% | 6,279 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.73% | Add +3.5% | 6,273 | $1.3M |
| DBK Financial Counsel, LLC | 1.09% | No change | 6,272 | $1.3M |
| Professional Financial Advisors, LLC | 0.27% | Reduce -2.8% | 6,253 | $1.3M |
| RFG Advisory, LLC | 0.03% | Reduce -2.9% | 6,242 | $1.3M |
| Conning Inc. | 0.05% | Reduce -0.7% | 6,227 | $1.3M |
| Laurel Wealth Advisors LLC | 0.18% | Reduce -0.1% | 6,211 | $1.3M |
| Richmond Investment Services, LLC | 0.24% | Add +10.8% | 6,199 | $1.3M |
| Krilogy Financial LLC | 0.05% | New | 6,112 | $1.3M |
| Cadinha & Co. LLC | 0.17% | No change | 6,142 | $1.3M |
| Sendero Wealth Management, LLC | 0.15% | Reduce -3.8% | 6,036 | $1.2M |
| Venture Visionary Partners LLC | 0.04% | Reduce -1.3% | 6,029 | $1.2M |
| BIP Wealth, LLC | 0.06% | Add +185.3% | 6,001 | $1.2M |
| First Horizon Corp. | 0.06% | — | 5,999 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.2% | 5,987 | $1.2M |
| Wealth Effects LLC | 0.40% | No change | 5,982 | $1.2M |
| JSF Financial, LLC | 0.27% | Reduce -7.2% | 5,973 | $1.2M |
| Corundum Group, Inc. | 0.51% | Reduce -3.1% | 5,970 | $1.2M |
| Beacon Financial Advisory LLC | 0.29% | Add +7.5% | 5,966 | $1.2M |
| Zhang Financial LLC | 0.05% | Add +11.0% | 5,953 | $1.2M |
| Fiduciary Alliance LLC | 0.08% | Reduce -6.6% | 5,949 | $1.2M |
| Montecito Bank & Trust | 0.19% | — | 5,948 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +29.3% | 5,935 | $1.2M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -7.0% | 5,908 | $1.2M |
| Windward Private Wealth Management Inc. | 0.42% | No change | 5,900 | $1.2M |
| Vanguard Group Inc. | 0.00% | Add +44.4% | 5,897 | $1.2M |
| Resurgent Financial Advisors LLC | 0.60% | Add +1.9% | 5,856 | $1.2M |
| Aspire Private Capital, LLC | 0.27% | Add +4.3% | 5,854 | $1.2M |
| Tarbox Family Office, Inc. | 0.18% | No change | 5,799 | $1.2M |
| Catalina Capital Group, LLC | 0.73% | Add +18.6% | 5,771 | $1.2M |
| HighMark Wealth Management LLC | 0.52% | Reduce -2.0% | 5,763 | $1.2M |
| Country Club Bank | 0.07% | Reduce -0.6% | 5,767 | $1.2M |
| Boston Family Office LLC | 0.08% | No change | 5,743 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Reduce -0.2% | 5,706 | $1.2M |
| Atlatl Advisers LLC | 0.47% | Add +14.2% | 5,668 | $1.2M |
| Net Worth Advisory Group | 0.34% | Reduce -89.3% | 5,643 | $1.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.14% | No change | 5,581 | $1.2M |
| Chapin Davis, Inc. | 0.28% | Reduce -0.4% | 5,576 | $1.2M |
| Wedmont Private Capital | 0.04% | Reduce -24.2% | 5,517 | $1.1M |
| Lodestar Private Asset Management LLC | 0.12% | Reduce -1.9% | 5,542 | $1.1M |
| Semus Wealth Partners LLC | 0.65% | Add +19.8% | 5,533 | $1.1M |
| Tempus Wealth Planning, LLC | 0.26% | Reduce -19.9% | 5,503 | $1.1M |
| Azimuth Capital Investment Management LLC | 0.04% | Reduce -13.1% | 5,493 | $1.1M |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -1.7% | 5,474 | $1.1M |
| Certified Advisory Corp | 0.11% | Reduce -1.2% | 5,461 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -24.9% | 5,434 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Reduce -1.7% | 5,420 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.13% | Reduce -3.4% | 5,381 | $1.1M |
| Towerpoint Wealth, LLC | 0.45% | Reduce -3.7% | 5,364 | $1.1M |
| Quadrant Capital Group LLC | 0.04% | No change | 5,345 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.37% | Reduce -0.5% | 5,333 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +25.7% | 5,330 | $1.1M |
| Michels Family Financial, LLC | 0.86% | Reduce -3.9% | 5,329 | $1.1M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -3.6% | 5,326 | $1.1M |
| Monograph Wealth Advisors, LLC | 0.11% | No change | 5,315 | $1.1M |
| Integrated Investment Consultants, LLC | 0.19% | Reduce -10.5% | 5,309 | $1.1M |
| Canopy Partners, LLC | 0.37% | No change | 5,296 | $1.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.35% | Reduce -4.5% | 5,296 | $1.1M |
| Newport Capital Group, LLC | 0.69% | No change | 5,295 | $1.1M |
| PACK Private Wealth, LLC | 0.51% | Reduce -2.7% | 5,256 | $1.1M |
| Evensky & Katz LLC | 0.06% | Add +0.4% | 5,213 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.73% | No change | 5,209 | $1.1M |
| WESPAC Advisors, LLC | 0.63% | No change | 5,209 | $1.1M |
| Bearing Point Capital, LLC | 0.18% | No change | 5,197 | $1.1M |
| New England Private Wealth Advisors LLC | 0.14% | Add +0.2% | 5,168 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -0.3% | 5,088 | $1.1M |
| Marino, Stram & Associates LLC | 0.19% | Add +9.4% | 5,067 | $1.0M |
| True Freedom Investing, LLC | 0.37% | Reduce -1.6% | 5,037 | $1.0M |
| Pennsylvania Capital Management Inc. | 0.30% | No change | 5,037 | $1.0M |
| LexAurum Advisors, LLC | 0.15% | Add +0.0% | 5,020 | $1.0M |
| JT Stratford LLC | 0.14% | Add +6.8% | 5,020 | $1.0M |
| Opal Wealth Advisors, LLC | 0.29% | Reduce -1.9% | 5,019 | $1.0M |
| Beacon Financial Group | 0.10% | Add +2.5% | 5,013 | $1.0M |
| Waldron Private Wealth LLC | 0.04% | No change | 5,002 | $1.0M |
| Noble Family Wealth, LLC | 0.23% | No change | 5,000 | $1.0M |
| Tactive Advisors, LLC | 0.29% | Reduce -10.9% | 4,981 | $1.0M |
| Joel Isaacson & Co., LLC | 0.04% | Reduce -22.0% | 4,971 | $1.0M |
| VestGen Investment Management | 0.62% | Add +8.0% | 4,960 | $1.0M |
| Helium Advisors LLC | 0.85% | Reduce -1.4% | 4,925 | $1.0M |
| Itau Unibanco Holding S.A. | 0.03% | Reduce -34.9% | 4,895 | $1.0M |
| 1ST Source Bank | 0.05% | Reduce -1.0% | 4,874 | $1.0M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -6.3% | 4,845 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +13.1% | 4,806 | $992K |
| Evanson Asset Management, LLC | 0.06% | Add +1.5% | 4,798 | $991K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.5% | 4,785 | $988K |
| Gallagher Capital Advisors, LLC | 0.57% | Add +0.4% | 4,751 | $988K |
| Connecticut Wealth Management, LLC | 0.04% | Add +1.1% | 4,755 | $982K |
| Savvy Advisors, Inc. | 0.04% | Reduce -16.7% | 4,737 | $978K |
| Provenance Wealth Advisors, LLC | 0.13% | Reduce -0.4% | 4,727 | $976K |
| J. Safra Sarasin Holding AG | 0.02% | No change | 4,753 | $976K |
| West Oak Capital, LLC | 0.48% | Reduce -12.1% | 4,686 | $968K |
| Strategic Family Wealth Counselors, L.L.C. | 0.25% | No change | 4,657 | $962K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +21.5% | 4,607 | $951K |
| Fidelis Capital Partners, LLC | 0.07% | New | 4,584 | $947K |
| FSM Wealth Advisors, LLC | 0.13% | No change | 4,584 | $947K |
| Cooper Financial Group | 0.10% | Reduce -1.0% | 4,577 | $945K |
| Milestone Asset Management Group, LLC | 0.59% | Add +0.5% | 4,569 | $944K |
| HUB Investment Partners, LLC | 0.03% | Add +18.4% | 4,560 | $942K |
| Iams Wealth Management, LLC | 0.38% | Reduce -24.0% | 4,555 | $941K |
| Barnes Dennig Private Wealth Management LLC | 1.01% | Add +4.6% | 4,553 | $940K |
| Matrix Private Capital Group LLC | 0.50% | No change | 4,539 | $937K |
| Atlantic Edge Private Wealth Management, LLC | 0.24% | Reduce -2.4% | 4,538 | $937K |
| Moss Adams Wealth Advisors LLC | 0.07% | No change | 4,525 | $934K |
| Fortis Capital Advisors, LLC | 0.15% | New | 4,493 | $928K |
| TrueWealth Advisors, LLC | 0.25% | Reduce -0.6% | 4,480 | $925K |
| McGlone Suttner Wealth Management, Inc. | 0.13% | No change | 4,472 | $924K |
| NewEdge Wealth, LLC | 0.01% | Add +0.2% | 4,431 | $923K |
| MKT Advisors LLC | 0.34% | No change | 4,450 | $921K |
| SouthState Bank Corp | 0.04% | Reduce -68.4% | 4,456 | $920K |
| N.E.W. Advisory Services LLC | 0.08% | No change | 4,438 | $916K |
| Magnolia Capital Management Ltd. | 0.70% | Reduce -31.4% | 4,435 | $916K |
| Summit Asset Management, LLC | 0.14% | No change | 4,425 | $914K |
| Clear Investment Research, LLC | 1.22% | Reduce -42.8% | 4,392 | $907K |
| Keystone Financial Group | 0.07% | Reduce -6.9% | 4,379 | $904K |
| Alterna Wealth Management, Inc. | 0.74% | Add +25.3% | 4,377 | $904K |
| FWG Investments, LLC. | 0.62% | Add +26.5% | 4,369 | $902K |
| Spectrum Planning & Advisory Services Inc. | 0.51% | Reduce -12.0% | 4,366 | $902K |
| Partners Capital Investment Group, LLP | 0.04% | New | 4,361 | $901K |
| S&co Inc. | 0.06% | No change | 4,350 | $898K |
| Continuum Advisory, LLC | 0.09% | Add +4.4% | 4,347 | $898K |
| Golden State Wealth Management, LLC | 0.10% | Add +7.9% | 4,331 | $894K |
| Birch Hill Investment Advisors LLC | 0.04% | Reduce -1.0% | 4,323 | $893K |
| Members Wealth LLC | 0.56% | — | 4,300 | $890K |
| MBA Advisors LLC | 0.38% | Reduce -2.3% | 4,306 | $889K |
| American Trust | 0.08% | Add +4.3% | 4,303 | $889K |
| CENTRAL TRUST Co | 0.02% | Add +0.1% | 4,300 | $888K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 4,287 | $885K |
| Glassman Wealth Services | 0.12% | No change | 4,274 | $883K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.43% | Add +10.9% | 4,263 | $880K |
| First Command Advisory Services, Inc. | 0.01% | No change | 4,263 | $880K |
| MN Wealth Advisors, LLC | 0.47% | Add +4.4% | 4,256 | $879K |
| Aspiriant, LLC | 0.03% | Reduce -50.0% | 4,224 | $872K |
| Carl P. Sherr & Co., LLC | 0.41% | No change | 4,218 | $871K |
| Flagship Private Wealth, LLC | 0.35% | Add +0.4% | 4,202 | $868K |
| Caprock Group, LLC | 0.02% | — | 4,253 | $867K |
| Legacy Capital Group California, Inc. | 0.22% | Reduce -0.7% | 4,181 | $863K |
| Lifeworks Advisors, LLC | 0.12% | Add +2.7% | 4,167 | $861K |
| Eagle Strategies LLC | 0.11% | Add +13.2% | 4,159 | $859K |
| Strategic Wealth Partners, Ltd. | 0.06% | Add +1126.3% | 4,157 | $859K |
| EFG Asset Management (Americas) Corp. | 0.15% | Reduce -24.7% | 4,152 | $858K |
| Thomasville National Bank | 0.05% | No change | 4,150 | $857K |
| Capital Advisors Inc. | 0.01% | No change | 4,150 | $857K |
| Americana Partners, LLC | 0.03% | Add +1.1% | 4,136 | $854K |
| Donaldson Capital Management, LLC | 0.03% | Add +7.5% | 4,071 | $841K |
| Clientfirst Wealth Management, LLC | 0.67% | No change | 4,066 | $840K |
| Inspirion Wealth Advisors, LLC | 0.12% | Add +0.0% | 4,257 | $839K |
| Transamerica Financial Advisors, LLC | 0.07% | New | 4,018 | $830K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -15.9% | 4,011 | $828K |
| Guardian Financial Partners, LLC | 0.35% | Add +0.4% | 3,998 | $826K |
| Milestones Private Investment Advisors LLC | 0.56% | No change | 3,995 | $825K |
| Eastern Bank | 0.01% | Reduce -4.1% | 3,994 | $825K |
| Pacific Point Advisors, LLC | 0.48% | No change | 3,964 | $819K |
| HSBC Holdings PLC | 0.00% | No change | 3,950 | $816K |
| Capital Planning Advisors, LLC | 0.11% | No change | 3,928 | $811K |
| Summit Trail Advisors, LLC | 0.01% | Add +13.4% | 3,916 | $809K |
| IPG Investment Advisors LLC | 0.14% | Add +5.6% | 3,898 | $805K |
| Watershed Private Wealth LLC | 0.25% | Reduce -1.0% | 3,895 | $804K |
| Embree Financial Group | 0.11% | Reduce -0.4% | 3,888 | $803K |
| JMG Financial Group, Ltd. | 0.02% | Reduce -7.9% | 3,879 | $801K |
| Dimension Capital Management LLC | 0.12% | No change | 3,873 | $800K |
| Wick Capital Partners, LLC | 0.19% | Reduce -71.5% | 3,867 | $799K |
| Advisors Capital Management, LLC | 0.01% | Reduce -0.5% | 3,863 | $798K |
| Blankinship & Foster, LLC | 0.17% | Reduce -6.2% | 3,848 | $795K |
| Leo Wealth, LLC | 0.10% | Reduce -83.6% | 3,812 | $787K |
| Veracity Capital LLC | 0.25% | Reduce -4.8% | 3,801 | $785K |
| Kelman-Lazarov, Inc. | 0.12% | Add +10.7% | 3,783 | $781K |
| Novak & Powell Financial Services, Inc. | 0.41% | New | 3,777 | $780K |
| Catalyst Financial Partners LLC | 0.09% | Add +1.1% | 3,762 | $777K |
| Moors & Cabot, Inc. | 0.03% | Reduce -7.1% | 3,757 | $776K |
| NBT Bank, N.A. | 0.05% | Reduce -16.6% | 3,856 | $768K |
| Community Bank, N.A. | 0.09% | Reduce -11.4% | 3,694 | $763K |
| Aprio Wealth Management, LLC | 0.08% | Reduce -1.6% | 3,677 | $759K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -1.3% | 3,672 | $758K |
| Lee, Kelleher & Klein Wealth Management | 0.46% | No change | 3,647 | $753K |
| Fortress Financial Group, LLC | 0.58% | No change | 3,646 | $753K |
| Main Street Financial Solutions, LLC | 0.05% | No change | 3,646 | $753K |
| Clarity Capital Advisors, LLC | 0.41% | No change | 3,639 | $752K |
| CVA Family Office, LLC | 0.10% | No change | 3,627 | $749K |
| Argent Trust Co | 0.03% | Add +6.4% | 3,597 | $743K |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | Reduce -81.4% | 3,581 | $740K |
| Gilliland Jeter Wealth Management LLC | 0.23% | Add +25.3% | 3,569 | $737K |
| Camden National Bank | 0.10% | No change | 3,566 | $736K |
| Geometric Wealth Advisors | 0.10% | No change | 3,565 | $736K |
| Anderson Hoagland & Co. | 0.07% | No change | 3,565 | $736K |
| Carnegie Investment Counsel | 0.01% | Add +46.0% | 3,554 | $734K |
| Insigneo Advisory Services, LLC | 0.05% | Add +13.4% | 3,520 | $727K |
| Seros Financial, LLC | 0.44% | Reduce -92.8% | 3,498 | $722K |
| Wealthgarden F.S. LLC | 0.51% | Add +7.5% | 3,446 | $718K |
| Jackson, Grant Investment Advisers, Inc. | 0.24% | Add +0.4% | 3,467 | $716K |
| Norden Group LLC | 0.07% | Reduce -1.5% | 3,435 | $709K |
| Facet Wealth, Inc. | 0.01% | Add +9.3% | 3,426 | $707K |
| Middleton & Co. Inc. | 0.08% | Add +12.5% | 3,380 | $698K |
| C2C Wealth Management, LLC | 0.60% | No change | 3,376 | $697K |
| Financial Partners Group, Inc | 0.09% | Add +0.3% | 3,374 | $697K |
| Quattro Financial Advisors LLC | 0.22% | Add +16.5% | 3,362 | $694K |
| Advyzon Investment Management, LLC | 0.12% | Add +120.0% | 3,358 | $693K |
| Riverbend Wealth Management, LLC | 0.48% | Add +3.0% | 3,336 | $689K |
| Freestone Capital Holdings, LLC | 0.02% | Add +37.9% | 3,329 | $688K |
| Ascentis Independent Advisors | 0.12% | No change | 3,327 | $687K |
| EPG Wealth Management LLC | 0.19% | Add +0.4% | 3,327 | $687K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -6.3% | 3,304 | $682K |
| Fulcrum Equity Management | 0.69% | Add +11.6% | 3,297 | $681K |
| Arq Wealth Advisors, LLC | 0.20% | Add +13.2% | 3,292 | $680K |
| Capstone Wealth Management Group, LLC | 0.29% | Add +0.0% | 3,290 | $679K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -3.7% | 3,267 | $675K |
| Pinnacle Financial Group, LLC / IL | 0.20% | No change | 3,260 | $673K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +0.3% | 3,252 | $671K |
| Lloyd Advisory Services, LLC. | 0.32% | Add +3.2% | 3,246 | $670K |
| Shulman DeMeo Asset Management LLC | 0.15% | Add +0.1% | 3,234 | $668K |
| Benchmark Investment Advisors LLC | 0.39% | — | 3,232 | $667K |
| Key Financial Inc | 0.12% | Reduce -0.4% | 3,221 | $667K |
| PFG Private Wealth Management, LLC | 0.30% | New | 3,221 | $665K |
| Integrity Wealth Solutions LLC | 0.30% | Add +1.8% | 3,221 | $665K |
| Edgemoor Investment Advisors, Inc. | 0.05% | Reduce -5.9% | 3,193 | $659K |
| Essex Bank | 0.15% | No change | 3,191 | $659K |
| Cibc World Market Inc. | 0.00% | Add +3.0% | 3,186 | $658K |
| Arcadia Wealth Management, LLC | 0.26% | Add +49.0% | 3,182 | $657K |
| Quadcap Wealth Management, LLC | 0.08% | Reduce -20.1% | 3,174 | $655K |
| Atlanta Consulting Group Advisors, LLC | 0.16% | No change | 3,167 | $654K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -11.7% | 3,163 | $653K |
| Cary Street Partners Investment Advisory LLC | 0.27% | Add +7.7% | 3,130 | $646K |
| Vident Advisory, LLC | 0.01% | Add +61.5% | 3,124 | $645K |
| My Personal CFO, LLC | 0.25% | New | 3,114 | $643K |
| Foundation Wealth Management, LLC\PA | 0.25% | No change | 3,114 | $643K |
| Evergreen Private Wealth LLC | 0.26% | Add +8.3% | 3,110 | $642K |
| Consolidated Portfolio Review Corp | 0.08% | Add +1.1% | 3,107 | $642K |
| Camelot Technology Advisors, Inc. | 0.51% | Add +0.4% | 3,090 | $638K |
| Gallacher Capital Management LLC | 0.25% | Add +30.5% | 3,082 | $636K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -2.9% | 3,076 | $635K |
| LGT Financial Advisors LLC | 1.37% | Add +180.6% | 3,067 | $633K |
| Everpar Advisors LLC | 0.25% | Add +36.7% | 3,057 | $631K |
| Lynch & Associates | 0.12% | Reduce -8.6% | 3,054 | $631K |
| Integrated Capital Management, LLC | 0.28% | Add +0.4% | 2,976 | $629K |
| Blue Capital, Inc. | 0.47% | New | 3,038 | $627K |
| Cornell Pochily Investment Advisors, Inc. | 0.19% | Add +13.1% | 3,022 | $624K |
| Guardian Asset Advisors, LLC | 0.33% | Reduce -0.4% | 3,009 | $621K |
| Founders Financial Securities LLC | 0.04% | Reduce -9.2% | 2,998 | $619K |
| Cardiff Park Advisors, LLC | 0.05% | No change | 2,973 | $614K |
| Moloney Securities Asset Management, LLC | 0.07% | No change | 2,967 | $613K |
| Disciplined Investments, LLC | 0.24% | No change | 2,955 | $610K |
| Valpey Financial Services, LLC | 0.40% | Reduce -1.2% | 2,949 | $609K |
| Oxler Private Wealth LLC | 0.18% | Add +0.3% | 2,938 | $607K |
| Morton Capital Management LLC | 0.10% | New | 2,916 | $602K |
| Talisman Wealth Advisors LLC | 0.50% | Add +31.1% | 2,916 | $602K |
| Independent Wealth Network Inc. | 0.19% | Add +11.2% | 2,902 | $599K |
| WNY Asset Management, LLC | 0.06% | Add +1.1% | 2,875 | $594K |
| Larson Financial Group LLC | 0.02% | Add +36.5% | 2,871 | $593K |
| Legacy Edge Advisors, LLC | 0.07% | Add +2.2% | 2,854 | $589K |
| Neuberger Berman Group LLC | 0.00% | Add +12.7% | 2,854 | $589K |
| Johnson Financial Group, Inc. | 0.02% | Add +86.5% | 2,850 | $589K |
| Ballentine Capital Advisors, Inc | 0.26% | No change | 2,832 | $585K |
| Claro Advisors Inc. | 0.09% | Add +0.6% | 2,825 | $583K |
| BAM Wealth Management, LLC | 0.45% | — | 2,823 | $583K |
| Spinnaker Trust | 0.03% | Add +3.6% | 2,817 | $582K |
| Stockman Wealth Management, Inc. | 0.07% | No change | 2,800 | $578K |
| Capital Squared Financial LLC | 0.50% | Add +2.7% | 2,792 | $577K |
| Empowered Funds, LLC | 0.01% | New | 2,778 | $574K |
| Postrock Partners LLC | 0.25% | No change | 2,765 | $571K |
| Latitude Advisors, LLC | 0.26% | Add +9.2% | 2,764 | $571K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -0.7% | 2,763 | $571K |
| Strategic Equity Management | 0.21% | Add +4.9% | 2,742 | $566K |
| Quent Capital, LLC | 0.05% | No change | 2,740 | $566K |
| Curbstone Financial Management Corp | 0.11% | New | 2,732 | $564K |
| Evergreen Capital Management LLC | 0.01% | Add +37.4% | 2,721 | $562K |
| CWS Financial Advisors, LLC | 0.15% | Add +0.1% | 2,700 | $558K |
| Flputnam Investment Management Co. | 0.01% | Add +33.4% | 2,694 | $556K |
| Robinson Smith Wealth Advisors LLC | 0.40% | No change | 2,689 | $555K |
| Exit Wealth Advisors, LLC. | 0.37% | — | 2,687 | $555K |
| Elevated Capital Advisors, LLC | 0.14% | Add +37.4% | 2,670 | $551K |
| Prasad Wealth Partners, LLC | 0.15% | Add +0.4% | 2,664 | $550K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -3.2% | 2,662 | $550K |
| TCV Trust & Wealth Management, Inc. | 0.05% | Reduce -2.8% | 2,638 | $545K |
| TBH Global Asset Management, LLC | 0.11% | New | 2,630 | $543K |
| CGN Advisors LLC | 0.04% | No change | 2,611 | $539K |
| Frontier Asset Management, LLC | 0.13% | Add +0.4% | 2,606 | $538K |
| GDS Wealth Management | 0.04% | Add +2.6% | 2,604 | $538K |
| Welch & Forbes LLC | 0.01% | No change | 2,600 | $537K |
| PUREfi Wealth, LLC | 0.41% | Add +1.4% | 2,593 | $535K |
| Gradient Capital Advisors, LLC | 0.14% | No change | 2,590 | $535K |
| Fulton Breakefield Broenniman LLC | 0.03% | Add +39.0% | 2,585 | $534K |
| Investment Research & Advisory Group, Inc. | 0.18% | Add +0.5% | 2,567 | $530K |
| Atlas Brown,Inc. | 0.16% | Reduce -1.5% | 2,563 | $529K |
| Cape Investment Advisory, Inc. | 0.52% | Add +14.3% | 2,552 | $527K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Reduce -0.6% | 2,515 | $519K |
| High Net Worth Advisory Group LLC | 0.12% | No change | 2,500 | $516K |
| Independent Advisor Alliance | 0.01% | Reduce -3.1% | 2,500 | $516K |
| Stone Summit Wealth LLC | 0.15% | Reduce -2.4% | 2,490 | $514K |
| Oregon Pacific Wealth Management, LLC | 0.44% | Add +22.6% | 2,487 | $514K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -3.7% | 2,477 | $512K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -4.6% | 2,467 | $509K |
| Potentia Wealth | 0.19% | Reduce -4.8% | 2,461 | $508K |
| Stage Harbor Financial, LLC | 0.37% | No change | 2,460 | $508K |
| SkyOak Wealth, LLC | 0.10% | No change | 2,460 | $508K |
| 4J Wealth Management LLC | 0.30% | Reduce -0.4% | 2,454 | $507K |
| Haverford Trust Co | 0.00% | Add +10.3% | 2,453 | $507K |
| Altfest L J & Co. Inc. | 0.06% | Add +0.2% | 2,453 | $507K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.6% | 2,447 | $505K |
| Element Pointe Advisors, LLC | 0.11% | No change | 2,440 | $504K |
| Ritter Daniher Financial Advisory LLC / DE | 0.09% | No change | 2,424 | $501K |
| Busey Bank | 0.01% | No change | 2,416 | $499K |
| Canandaigua National Bank & Trust Co. | 0.04% | Add +1.2% | 2,415 | $499K |
| Promus Capital, LLC | 0.32% | New | 2,404 | $496K |
| Okabena Investment Services Inc. | 0.10% | No change | 2,400 | $496K |
| Coordinated Financial Services, Inc. | 0.32% | Add +0.5% | 2,386 | $493K |
| Level Wealth Management LLC | 0.26% | Add +26.2% | 2,384 | $492K |
| Sage Mountain Advisors LLC | 0.03% | No change | 2,373 | $490K |
| Russell Investments Group, Ltd. | 0.00% | Add +11.3% | 2,371 | $490K |
| First National Trust Co | 0.02% | Reduce -0.8% | 2,359 | $487K |
| Journey Advisory Group, LLC | 0.04% | No change | 2,349 | $485K |
| Hara Capital LLC | 0.28% | No change | 2,335 | $482K |
| VSM Wealth Advisory, LLC | 0.15% | Add +0.2% | 2,323 | $480K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.3% | 2,313 | $478K |
| GEN Financial Management, INC. | 0.41% | No change | 2,294 | $474K |
| KERR FINANCIAL PLANNING Corp | 0.66% | — | 2,230 | $467K |
| Kovack Advisors, Inc. | 0.04% | Reduce -0.2% | 2,258 | $466K |
| Koesten, Hirschmann & Crabtree, INC. | 0.22% | No change | 2,255 | $466K |
| Syntegra Private Wealth Group, LLC | 0.04% | Add +7.7% | 2,246 | $464K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +7.2% | 2,245 | $464K |
| Macroview Investment Management LLC | 0.35% | Add +8.8% | 2,237 | $462K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 2,233 | $461K |
| GreatBanc Trust CO | 0.31% | — | 2,225 | $459K |
| Rainey & Randall Wealth Advisors Inc. | 0.08% | No change | 2,225 | $459K |
| Navalign, LLC | 0.12% | Reduce -7.5% | 2,225 | $459K |
| QRG Capital Management, Inc. | 0.01% | Reduce -18.3% | 2,218 | $458K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -44.5% | 2,212 | $457K |
| First Western Trust Bank | 0.02% | Reduce -39.8% | 2,206 | $456K |
| Activest Wealth Management | 0.09% | Add +198.1% | 2,200 | $454K |
| Spinnaker Investment Group, LLC | 0.09% | New | 2,200 | $454K |
| Fairvoy Private Wealth, LLC | 0.10% | Reduce -4.6% | 2,199 | $454K |
| Clayton Financial Group LLC | 0.33% | New | 2,190 | $452K |
| Appleton Partners Inc. | 0.03% | No change | 2,190 | $452K |
| Cabot Wealth Management Inc. | 0.05% | Reduce -1.4% | 2,183 | $451K |
| IFG Advisors, LLC | 0.07% | Add +1.5% | 2,175 | $449K |
| NTV Asset Management LLC | 0.05% | Add +6.8% | 2,173 | $449K |
| Fiducient Advisors LLC | 0.05% | Add +0.2% | 2,172 | $449K |
| Bellwether Advisors, LLC | 0.07% | Add +9.0% | 2,172 | $449K |
| Acorn Wealth Advisors, LLC | 0.14% | New | 2,166 | $447K |
| Processus Wealth & Capital Management, LLC | 0.32% | Reduce -51.6% | 2,164 | $447K |
| HCR Wealth Advisors | 0.05% | Reduce -6.0% | 2,144 | $444K |
| Apollon Financial, LLC | 0.07% | Add +65.0% | 2,148 | $444K |
| Aviso Wealth Management | 0.19% | No change | 2,143 | $443K |
| Colorado Capital Management, Inc. | 0.17% | No change | 2,134 | $441K |
| Triumph Capital Management | 0.12% | Reduce -2.4% | 2,117 | $437K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 2,112 | $436K |
| Central Pacific Bank - Trust Division | 0.05% | No change | 2,107 | $435K |
| Harvest Investment Services, LLC | 0.09% | Reduce -0.9% | 2,091 | $432K |
| Signaturefd, LLC | 0.01% | Reduce -1.8% | 2,090 | $432K |
| Clarendon Private LLC | 0.39% | Add +0.4% | 2,088 | $431K |
| Conservest Capital Advisors, Inc. | 0.04% | No change | 2,080 | $430K |
| Fulton Bank, N.A. | 0.01% | Add +30.1% | 2,077 | $429K |
| Regatta Capital Group, LLC | 0.07% | Reduce -14.1% | 2,074 | $428K |
| Bank Ozk | 0.15% | Add +9.1% | 2,066 | $427K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | Add +1.1% | 2,063 | $426K |
| Lighthouse Wealth Management Inc. | 0.35% | No change | 2,060 | $425K |
| Worth Financial Advisory Group, LLC | 0.24% | Reduce -7.1% | 2,054 | $424K |
| Armstrong, Fleming & Moore, Inc | 0.20% | No change | 2,047 | $423K |
| Ironwood Investment Counsel, LLC | 0.06% | Reduce -0.1% | 2,045 | $422K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.09% | No change | 2,034 | $420K |
| Klingman & Associates, LLC | 0.02% | No change | 2,033 | $420K |
| New Republic Capital, LLC | 0.13% | Add +2.1% | 2,021 | $417K |
| Shakespeare Wealth Management, LLC | 0.09% | No change | 2,018 | $417K |
| Northwest Financial Advisors | 0.53% | No change | 2,014 | $416K |
| GM Advisory Group, LLC | 0.02% | Add +0.3% | 2,011 | $415K |
| Millington Financial Advisors, LLC | 0.20% | Add +0.4% | 2,027 | $414K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +15.9% | 2,003 | $414K |
| KCM Investment Advisors LLC | 0.01% | No change | 2,000 | $413K |
| Element Wealth, LLC | 0.18% | Reduce -21.8% | 1,998 | $413K |
| Empower Advisory Group, LLC | 0.00% | Reduce -36.1% | 1,991 | $411K |
| Enzi Wealth | 0.14% | Reduce -1.2% | 2,009 | $411K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +6.8% | 1,984 | $410K |
| Peterson Wealth Advisors, LLC | 0.06% | Reduce -7.0% | 1,961 | $408K |
| Deutsche Bank AG | 0.00% | No change | 1,970 | $407K |
| Salus Financial Advisors, LLC | 0.25% | No change | 1,965 | $406K |
| Curtis Advisory Group, LLC | 0.09% | No change | 1,964 | $406K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +12.0% | 1,963 | $405K |
| VeraBank, N.A. | 0.08% | No change | 1,959 | $405K |
| Beacon Bridge Wealth Partners, LLC | 0.14% | Add +6.3% | 1,946 | $402K |
| Performance Wealth Partners, LLC | 0.01% | Add +0.4% | 1,943 | $401K |
| Payne Capital Management, LLC | 0.13% | No change | 1,932 | $399K |
| Five Oceans Advisors | 0.15% | Reduce -7.4% | 1,924 | $397K |
| Affiance Financial, LLC | 0.07% | No change | 1,917 | $396K |
| Moneco Advisors, LLC | 0.03% | Reduce -1.9% | 1,912 | $395K |
| Stratos Investment Management, LLC | 0.02% | Reduce -7.2% | 1,909 | $394K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +15.4% | 1,900 | $392K |
| Allium Financial Advisors, LLC | 0.32% | No change | 1,887 | $390K |
| Compass Financial Services Inc | 0.17% | No change | 1,885 | $389K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -30.4% | 1,883 | $389K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,857 | $388K |
| American Investment Services, Inc. | 0.09% | No change | 1,877 | $388K |
| LGL Partners, LLC | 0.16% | Add +0.4% | 1,872 | $387K |
| FLP Wealth Management, LLC | 1.09% | Reduce -18.6% | 1,868 | $386K |
| ShoreHaven Wealth Partners, LLC | 0.14% | No change | 1,867 | $386K |
| LongView Wealth Management | 0.10% | Reduce -0.5% | 1,865 | $385K |
| Westshore Wealth, LLC | 0.13% | Add +0.4% | 1,859 | $384K |
| St Germain D J Co. Inc. | 0.02% | Add +227.1% | 1,858 | $384K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +0.7% | 1,857 | $383K |
| Grandfield & Dodd, LLC | 0.02% | No change | 1,848 | $382K |
| Lanark Financial, Inc. | 0.03% | Reduce -11.9% | 1,846 | $381K |
| National Bank of Canada | 0.00% | Reduce -0.8% | 1,840 | $380K |
| Triton Financial Group Inc | 0.25% | Add +0.3% | 1,837 | $379K |
| Oarsman Capital, Inc. | 0.05% | Reduce -7.5% | 1,837 | $379K |
| Marex Group Ltd | 0.00% | New | 1,822 | $376K |
| LJI Wealth Management, LLC | 0.07% | Reduce -23.4% | 1,809 | $374K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 1,806 | $373K |
| Sageworth Trust Co of South Dakota | 0.35% | No change | 1,796 | $371K |
| TCP Asset Management, LLC | 0.07% | No change | 1,796 | $371K |
| Old North State Trust, LLC | 0.22% | Add +1.4% | 1,784 | $368K |
| Versant Capital Management, Inc | 0.05% | No change | 1,775 | $367K |
| Trust Co. of Vermont | 0.02% | No change | 1,774 | $366K |
| GAMMA Investing LLC | 0.02% | No change | 1,772 | $366K |
| Obsidian Cio, LLC | 0.05% | Add +0.1% | 1,771 | $366K |
| Pacific Sage Partners, LLC | 0.06% | No change | 1,764 | $364K |
| Newton One Investments LLC | 0.11% | No change | 1,752 | $362K |
| Bank of New Hampshire | 0.08% | No change | 1,750 | $361K |
| Cambria Investment Management, L.P. | 0.02% | New | 1,750 | $361K |
| Northstar Asset Management Inc. | 0.09% | New | 1,747 | $361K |
| Raab & Moskowitz Asset Management LLC | 0.08% | Add +56.7% | 1,746 | $361K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 1,744 | $360K |
| Unique Wealth, LLC | 0.05% | No change | 1,743 | $360K |
| Moneywise, Inc. | 0.16% | Reduce -2.8% | 1,742 | $360K |
| Rockwood Wealth Management, LLC | 0.03% | Add +28.5% | 1,737 | $359K |
| United Community Bank | 0.11% | Reduce -3.4% | 1,732 | $358K |
| Denver PWM, LLC | 0.11% | No change | 1,828 | $357K |
| Francis Financial, Inc. | 0.06% | Add +1.1% | 1,729 | $357K |
| Alexander Randolph Advisory, Inc. | 0.29% | Add +27.6% | 1,720 | $355K |
| LCNB Corp. | 0.12% | No change | 1,720 | $355K |
| Mosaic Financial Group, LLC | 0.25% | Add +0.3% | 1,718 | $355K |
| ProVise Management Group, LLC | 0.03% | No change | 1,719 | $355K |
| Washington Trust Bank | 0.03% | Add +1.1% | 1,719 | $355K |
| Lockerman Financial Group, Inc. | 0.45% | Add +9.6% | 1,718 | $355K |
| One Capital Management, LLC | 0.01% | Reduce -4.6% | 1,715 | $354K |
| Quartz Partners, LLC | 0.13% | Add +20.5% | 1,711 | $353K |
| Marietta Investment Partners LLC | 0.07% | New | 1,711 | $353K |
| Certuity, LLC | 0.02% | New | 1,696 | $350K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 1,662 | $350K |
| Manchester Capital Management LLC | 0.05% | No change | 1,693 | $350K |
| Veery Capital, LLC | 0.11% | Add +30.6% | 1,691 | $349K |
| Crowley Wealth Management, Inc. | 0.28% | Add +13.9% | 1,682 | $347K |
| Blue Chip Partners, LLC | 0.03% | Reduce -2.7% | 1,656 | $342K |
| Arkos Global Advisors | 0.04% | No change | 1,651 | $341K |
| Wimmer Associates 1, LLC | 0.16% | No change | 1,650 | $341K |
| Huntleigh Advisors, Inc. | 0.06% | Add +1.9% | 1,649 | $341K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +2.9% | 1,646 | $340K |
| Summit Financial Wealth Advisors, LLC | 0.05% | Add +6.5% | 1,641 | $340K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -27.6% | 1,645 | $340K |
| Brown Wealth Management, LLC | 0.10% | No change | 1,639 | $338K |
| Campion Asset Management | 0.24% | Reduce -0.3% | 1,633 | $337K |
| NWF Advisory Services Inc. | 0.04% | Reduce -0.2% | 1,626 | $336K |
| Colton Groome Financial Advisors, LLC | 0.10% | Reduce -4.1% | 1,620 | $335K |
| Interactive Financial Advisors, Inc. | 0.18% | Reduce -7.7% | 1,615 | $334K |
| Breakwater Capital Group | 0.05% | Reduce -2.8% | 1,606 | $332K |
| Optivise Advisory Services LLC | 0.20% | Reduce -2.7% | 1,604 | $331K |
| Friday Financial | 0.14% | No change | 1,600 | $330K |
| Heritage Family Offices, LLP | 0.15% | Add +8.5% | 1,595 | $329K |
| Paradigm, Strategies in Wealth Management, LLC | 0.21% | Reduce -6.0% | 1,580 | $326K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -42.5% | 1,578 | $326K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -17.9% | 1,577 | $326K |
| Timonier Family Office, LTD. | 0.11% | No change | 1,573 | $325K |
| Family Office Research LLC | 0.14% | Add +0.1% | 1,568 | $324K |
| RiverFront Investment Group, LLC | 0.01% | No change | 1,561 | $322K |
| Brooklyn FI, LLC | 0.07% | No change | 1,560 | $322K |
| Thrive Wealth Management, LLC | 0.05% | Add +11.6% | 1,549 | $320K |
| Courage Miller Partners, LLC | 0.10% | Reduce -0.5% | 1,547 | $319K |
| Permanent Capital Management, LP | 0.06% | — | 1,541 | $318K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 1,537 | $317K |
| Caitlin John, LLC | 0.22% | No change | 1,517 | $313K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -28.9% | 1,513 | $312K |
| GTS Securities LLC | 0.01% | Reduce -61.0% | 1,510 | $312K |
| CWA Asset Management Group, LLC | 0.01% | New | 1,507 | $311K |
| McHugh Group, LLC | 0.19% | No change | 1,502 | $310K |
| Monetary Management Group Inc. | 0.07% | No change | 1,500 | $310K |
| KRS Capital Management, LLC | 0.19% | No change | 1,495 | $309K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 1,494 | $309K |
| Copia Wealth Management | 0.23% | No change | 1,491 | $308K |
| L & S Advisors Inc | 0.03% | No change | 1,484 | $306K |
| PBMares Wealth Management LLC | 0.05% | Add +0.1% | 1,482 | $306K |
| Barrett & Company, Inc. | 0.10% | No change | 1,482 | $306K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -4.9% | 1,478 | $305K |
| LaFleur & Godfrey LLC | 0.04% | No change | 1,475 | $305K |
| Harrell Investment Partners, LLC | 0.07% | Add +0.4% | 1,470 | $304K |
| Aufman Associates Inc | 0.17% | No change | 1,466 | $303K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 1,460 | $302K |
| Weaver Consulting Group | 0.08% | No change | 1,453 | $300K |
| Beacon Financial Planning, Inc. | 0.16% | Add +0.4% | 1,451 | $300K |
| Baker Tilly Wealth Management, LLC | 0.07% | Add +1.9% | 1,441 | $298K |
| Annex Advisory Services, LLC | 0.01% | Add +0.1% | 1,432 | $296K |
| Fiscal Wisdom Wealth Management, LLC | 0.28% | — | 1,419 | $295K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 1,428 | $295K |
| Debussy Capital Management LP | 0.04% | Reduce -7.0% | 1,427 | $295K |
| Kirtland Hills Capital Management, LLC | 0.12% | No change | 1,426 | $294K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 1,423 | $294K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,415 | $292K |
| Global Financial Private Client, LLC | 0.10% | Add +2.4% | 1,411 | $291K |
| Cambridge Financial Group, LLC | 0.09% | No change | 1,408 | $291K |
| LFA - Lugano Financial Advisors SA | 0.15% | No change | 1,400 | $289K |
| Black Swift Group, LLC | 0.05% | No change | 1,400 | $289K |
| Archford Capital Strategies, LLC | 0.03% | Add +1.1% | 1,399 | $289K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +0.4% | 1,388 | $287K |
| Independence Bank of Kentucky | 0.04% | No change | 1,387 | $286K |
| Kapstone Financial Advisors LLC | 0.13% | Add +0.1% | 1,378 | $284K |
| Partners in Financial Planning | 0.05% | Add +0.2% | 1,372 | $283K |
| Chesapeake Wealth Management | 0.09% | No change | 1,365 | $282K |
| Fairway Wealth LLC | 0.08% | No change | 1,362 | $281K |
| West Branch Capital LLC | 0.07% | No change | 1,355 | $280K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,353 | $279K |
| Bangor Savings Bank | 0.02% | No change | 1,350 | $279K |
| Client 1ST Advisory Group, LLC | 0.09% | Add +22.1% | 1,348 | $278K |
| Romano Brothers and Company | 0.03% | No change | 1,346 | $278K |
| Tradewinds, LLC. | 0.07% | Reduce -86.3% | 1,344 | $278K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -12.6% | 1,344 | $277K |
| Sagace Wealth Management LLC | 0.19% | No change | 1,341 | $277K |
| Nalls Sherbakoff Group, LLC | 0.19% | Add +0.1% | 1,340 | $277K |
| Correct Capital Wealth Management | 0.05% | No change | 1,334 | $275K |
| Clark Asset Management, LLC | 0.03% | No change | 1,334 | $275K |
| Sather Financial Group Inc | 0.01% | No change | 1,332 | $275K |
| Evolution Wealth Management Inc. | 0.28% | Reduce -1.0% | 1,331 | $275K |
| Greenhouse Wealth Management, LLC | 0.17% | No change | 1,330 | $275K |
| Novus Advisors, LLC | 0.63% | New | 1,330 | $275K |
| Kendall Capital Management | 0.06% | New | 1,329 | $274K |
| Goodwin Investment Advisory | 0.29% | No change | 1,324 | $273K |
| Legacy Trust | 0.05% | New | 1,324 | $273K |
| Charles Schwab Trust Co | 0.02% | New | 1,321 | $273K |
| Evermay Wealth Management LLC | 0.03% | Reduce -24.3% | 1,318 | $272K |
| Zions Bancorporation, National Association | 0.01% | No change | 1,318 | $272K |
| Mountain Capital Investment Advisors Inc. | 0.05% | Add +7.4% | 1,314 | $272K |
| Cottonwood Capital Advisors, LLC | 0.20% | Add +3.6% | 1,312 | $271K |
| Safeguard Investment Advisory Group, LLC | 0.07% | Reduce -11.0% | 1,308 | $270K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,303 | $269K |
| Single Point Partners, LLC | 0.05% | No change | 1,299 | $268K |
| Everhart Financial Group, Inc. | 0.03% | New | 1,297 | $268K |
| Benjamin Edwards Inc. | 0.00% | Add +7.5% | 1,292 | $267K |
| Grove Bank & Trust | 0.03% | No change | 1,290 | $266K |
| Factor Wealth Management LTD | 0.07% | Add +0.2% | 1,290 | $266K |
| Sage Financial Group Inc. | 0.02% | Add +1.6% | 1,289 | $266K |
| XY Planning Network, Inc. | 0.09% | No change | 1,361 | $266K |
| SYM FINANCIAL Corp | 0.03% | Reduce -4.0% | 1,286 | $266K |
| MMBG Investment Advisors Co. | 0.02% | No change | 1,275 | $263K |
| SMART Wealth LLC | 0.10% | Add +3.6% | 1,273 | $263K |
| Planned Solutions, Inc. | 0.09% | No change | 1,267 | $262K |
| CPC Advisors, LLC | 0.03% | Add +4.9% | 1,255 | $259K |
| Vernal Point Advisors, LLC | 0.11% | New | 1,250 | $258K |
| Balboa Wealth Partners | 0.04% | Add +11.7% | 1,246 | $257K |
| Cim, LLC | 0.03% | Add +0.7% | 1,246 | $257K |
| Wealthfront Advisers LLC | 0.00% | New | 1,246 | $257K |
| Founders Financial Alliance, LLC | 0.05% | Add +12.9% | 1,243 | $257K |
| Genesee Capital Advisors, LLC | 0.11% | No change | 1,240 | $256K |
| Plan Group Financial, LLC | 0.07% | Add +5.4% | 1,240 | $256K |
| Simmons Bank | 0.02% | Add +3.3% | 1,238 | $256K |
| Putney Financial Group LLC | 0.25% | Add +1831.3% | 1,236 | $255K |
| PSI Advisors, LLC | 0.07% | No change | 1,234 | $255K |
| TL Private Wealth | 0.10% | Reduce -1.1% | 1,244 | $254K |
| Cora Capital Advisors LLC | 0.11% | No change | 1,227 | $253K |
| Fortress Private Ledger, LLC | 0.09% | No change | 1,227 | $253K |
| Canvas Wealth Advisors, LLC | 0.05% | Add +0.3% | 1,219 | $253K |
| Banque Cantonale Vaudoise | 0.01% | Add +28.7% | 1,221 | $252K |
| Ellevest, Inc. | 0.04% | Add +0.4% | 1,220 | $252K |
| MCF Advisors LLC | 0.02% | No change | 1,215 | $251K |
| Axim Planning & Wealth | 0.20% | Reduce -26.3% | 1,214 | $251K |
| Crewe Advisors LLC | 0.02% | Reduce -2.3% | 1,213 | $250K |
| Fiduciary Group, LLC | 0.02% | No change | 1,210 | $250K |
| 180 Wealth Advisors, LLC | 0.03% | Add +0.3% | 1,209 | $250K |
| IFC Advisors LLC | 0.05% | Reduce -6.9% | 1,208 | $249K |
| Samalin Investment Counsel, LLC | 0.09% | Reduce -42.4% | 1,208 | $249K |
| Realta Investment Advisors | 0.08% | Reduce -5.3% | 1,206 | $249K |
| Cape Ann Savings Bank | 0.13% | Reduce -2.0% | 1,201 | $248K |
| Select Asset Management & Trust | 0.08% | No change | 1,199 | $248K |
| WoodTrust Financial Corp | 0.03% | New | 1,203 | $248K |
| Investment Partners Asset Management, Inc. | 0.16% | No change | 1,200 | $248K |
| Webster Bank, N. A. | 0.02% | No change | 1,198 | $247K |
| Life Line Wealth Management LLC | 0.07% | Reduce -2.6% | 1,191 | $246K |
| HM Payson & Co. | 0.00% | No change | 1,191 | $246K |
| Portland Global Advisors LLC | 0.03% | No change | 1,189 | $246K |
| Navis Wealth Advisors, LLC | 0.18% | No change | 1,187 | $245K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 1,185 | $245K |
| Anb Bank | 0.10% | Reduce -8.3% | 1,177 | $243K |
| Center For Asset Management LLC | 0.13% | Reduce -2.7% | 1,177 | $243K |
| TCTC Holdings, LLC | 0.01% | No change | 1,175 | $243K |
| Seeds Investor LLC | 0.05% | No change | 1,172 | $242K |
| XML Financial, LLC | 0.02% | No change | 1,171 | $242K |
| Strategic Financial Partners, Ltd. | 0.11% | Reduce -11.5% | 1,168 | $241K |
| Plan A Wealth LLC | 0.12% | No change | 1,165 | $241K |
| Wellment Financial | 0.28% | Add +9.6% | 1,161 | $240K |
| Bestgate Wealth Advisors, LLC | 0.42% | No change | 1,158 | $239K |
| Parsons Capital Management Inc. | 0.01% | Add +1.3% | 1,154 | $238K |
| Hills Bank & Trust Co | 0.01% | Reduce -6.3% | 1,153 | $238K |
| Leelyn Smith, LLC | 0.04% | No change | 1,152 | $238K |
| Tennessee Valley Asset Management Partners | 0.03% | New | 1,151 | $238K |
| Lazard Asset Management LLC | 0.00% | No change | 1,150 | $237K |
| Fsa Wealth Partners, Inc. | 0.09% | New | 1,148 | $237K |
| Ingalls & Snyder LLC | 0.01% | No change | 1,149 | $237K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 1,136 | $237K |
| Synergy Investment Management, LLC | 0.09% | No change | 1,145 | $236K |
| Truefg, LLC | 0.07% | No change | 1,145 | $236K |
| Garden State Investment Advisory Services LLC | 0.06% | No change | 1,143 | $236K |
| Westover Capital Advisors, LLC | 0.04% | No change | 1,134 | $234K |
| Longview Financial Advisors, Inc. | 0.17% | Add +0.3% | 1,133 | $234K |
| Fortis Advisors, LLC | 0.13% | Add +5.7% | 1,129 | $233K |
| Lion Street Advisors, LLC | 0.08% | Reduce -71.4% | 1,532 | $233K |
| Persium Advisors, LLC | 0.17% | No change | 1,126 | $233K |
| Goelzer Investment Management, Inc. | 0.01% | Reduce -67.5% | 1,119 | $231K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.08% | No change | 1,091 | $231K |
| Legacy Financial Strategies, LLC | 0.04% | No change | 1,116 | $230K |
| Richards, Merrill & Peterson, Inc. | 0.10% | No change | 1,113 | $230K |
| TCI Wealth Advisors, Inc. | 0.01% | No change | 1,112 | $230K |
| Mainstream Capital Management LLC | 0.15% | Add +4.2% | 1,112 | $230K |
| Fiduciary Advisors, Inc. | 0.18% | Add +6.2% | 1,099 | $227K |
| Vaughan David Investments LLC | 0.00% | Reduce -0.6% | 1,095 | $226K |
| Hollencrest Capital Management | 0.01% | Add +0.1% | 1,094 | $226K |
| Manchester Financial Inc. | 0.05% | No change | 1,091 | $225K |
| Gutierrez Wealth Advisory, LLC | 0.14% | Reduce -0.6% | 1,090 | $225K |
| Madison Wealth Partners, Inc | 0.04% | Add +1.4% | 1,087 | $224K |
| Sage Financial Management Group, Inc. | 0.07% | No change | 1,084 | $224K |
| Verdence Capital Advisors LLC | 0.01% | Add +0.1% | 1,057 | $224K |
| Western Financial Corp | 0.10% | Reduce -9.7% | 1,077 | $222K |
| Accretive Wealth Partners, LLC | 0.07% | No change | 1,068 | $221K |
| Cambiar Investors LLC | 0.01% | Reduce -11.0% | 1,068 | $221K |
| Hantz Financial Services, Inc. | 0.00% | Add +188.0% | 1,057 | $218K |
| First County Bank | 0.11% | No change | 1,055 | $218K |
| Segment Wealth Management, LLC | 0.01% | No change | 1,054 | $218K |
| Winthrop Advisory Group LLC | 0.02% | Add +0.1% | 1,053 | $217K |
| David J Yvars Group | 0.12% | Reduce -4.7% | 1,050 | $217K |
| Retirement Planning Group, LLC | 0.01% | New | 1,049 | $217K |
| Vista Capital Partners, Inc. | 0.02% | No change | 1,047 | $216K |
| BancFirst Trust & Investment Management | 0.08% | No change | 1,050 | $216K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | New | 1,046 | $216K |
| Almanack Investment Partners, LLC. | 0.03% | No change | 1,045 | $216K |
| Human Investing LLC | 0.03% | Reduce -0.4% | 1,042 | $215K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -64.0% | 1,041 | $215K |
| Midwest Heritage Bank, FSB | 0.08% | New | 1,040 | $215K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 1,034 | $214K |
| Ascension Capital Advisors, Inc. | 0.08% | Reduce -7.5% | 1,033 | $213K |
| Total Clarity Wealth Management, Inc. | 0.06% | Reduce -1.7% | 1,026 | $212K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,024 | $211K |
| FSC Wealth Advisors, LLC | 0.12% | New | 1,023 | $211K |
| Silver Oak Advisory Group, Inc. | 0.10% | No change | 1,026 | $211K |
| Novem Group | 0.03% | New | 1,020 | $211K |
| Aviance Capital Partners, LLC | 0.03% | Reduce -8.1% | 1,020 | $211K |
| 2UniFi Bank | 0.11% | No change | 1,017 | $210K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -82.1% | 1,014 | $209K |
| Crumly & Associates Inc. | 0.05% | New | 1,009 | $208K |
| Wiser Advisor Group LLC | 0.26% | New | 1,009 | $208K |
| Elevation Wealth Partners, LLC | 0.07% | Add +0.4% | 1,002 | $207K |
| Shoker Investment Counsel, Inc. | 0.06% | New | 1,001 | $207K |
| Foster Victor Wealth Advisors, LLC | 0.01% | New | 994 | $207K |
| Patten & Patten Inc. | 0.01% | Reduce -14.4% | 1,000 | $207K |
| Mechanics Financial Corp | 0.08% | Reduce -1.5% | 997 | $206K |
| Running Point Capital Advisors, LLC | 0.06% | No change | 996 | $206K |
| Pennington Partners & Co., LLC | 0.10% | New | 990 | $204K |
| Benin Management CORP | 0.05% | New | 990 | $204K |
| Waterloo Capital, L.P. | 0.02% | New | 988 | $204K |
| Riverwater Partners LLC | 0.08% | New | 988 | $204K |
| Davis R M Inc. | 0.00% | New | 982 | $203K |
| LifeSteps Financial, Inc. | 0.13% | New | 982 | $203K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 980 | $202K |
| Perennial Advisors, LLC | 0.04% | New | 979 | $202K |
| Zacks Investment Management | 0.00% | New | 978 | $202K |
| Dakota Wealth Management | 0.00% | Reduce -50.5% | 978 | $202K |
| Oak Wealth Advisors LLC | 0.12% | New | 972 | $201K |
| Wealth Quarterback LLC | 0.08% | New | 969 | $200K |
| Inlight Wealth Management, LLC | 0.09% | No change | 179,293 | $200K |
| Creekmur Asset Management LLC | 0.03% | No change | 966 | $200K |
| Bogart Wealth, LLC | 0.01% | No change | 963 | $199K |
| Alerus Financial NA | 0.01% | No change | 951 | $196K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +16.9% | 929 | $192K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 913 | $189K |
| JPL Wealth Management, LLC | 0.04% | New | 893 | $184K |
| Missouri Trust & Investment Co | 0.05% | New | 881 | $182K |
| Provident Wealth Management, LLC | 0.05% | No change | 852 | $176K |
| City Holding Co. | 0.02% | Reduce -41.8% | 834 | $172K |
| Financial Perspectives, Inc | 0.05% | Add +70.0% | 821 | $170K |
| Tompkins Financial Corp. | 0.01% | No change | 804 | $166K |
| Dunhill Financial, LLC | 0.05% | No change | 785 | $162K |
| Raffa Wealth Management, LLC | 0.03% | Reduce -60.0% | 779 | $161K |
| Rossby Financial, LCC | 0.05% | Add +7.5% | 757 | $157K |
| Biltmore Family Office, LLC | 0.02% | No change | 756 | $156K |
| Team Financial Group, LLC | 0.07% | Add +9.9% | 730 | $151K |
| Legacy Bridge, LLC | 0.06% | No change | 729 | $151K |
| Legacy Wealth Managment, LLC | 0.07% | New | 728 | $150K |
| Millstone Evans Group, LLC | 0.09% | No change | 715 | $148K |
| Measured Wealth Private Client Group, LLC | 0.04% | New | 708 | $146K |
| Family Manage LLC | 0.02% | No change | 685 | $141K |
| City State Bank | 0.04% | No change | 676 | $140K |
| Wealth Preservation Advisors, LLC | 0.08% | No change | 672 | $139K |
| Covenant Partners, LLC | 0.04% | Reduce -12.6% | 672 | $139K |
| Colonial Trust Co / SC | 0.02% | No change | 657 | $136K |
| Black Cypress Capital Management, LLC | 0.10% | Reduce -3.3% | 653 | $135K |
| Mascoma Wealth Management LLC | 0.03% | No change | 638 | $132K |
| Clark Wealth Partners | 0.08% | Add +96.2% | 612 | $130K |
| First PREMIER Bank | 0.03% | No change | 614 | $127K |
| Founders Capital Management | 0.07% | No change | 607 | $125K |
| Topsail Wealth Management, LLC | 0.02% | No change | 604 | $125K |
| Clarity Asset Management, Inc. | 0.07% | Reduce -0.5% | 593 | $123K |
| Greykasell Wealth Strategies, Inc. | 0.05% | No change | 576 | $119K |
| Security National Bank | 0.02% | No change | 569 | $118K |
| Grey Fox Wealth Advisors, LLC | 0.02% | New | 563 | $116K |
| Front Row Advisors LLC | 0.04% | No change | 560 | $116K |
| Financial Life Planners | 0.08% | New | 550 | $114K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 547 | $113K |
| REAP Financial Group, LLC | 0.02% | Add +9.7% | 542 | $112K |
| Abound Wealth Management | 0.03% | Add +377.0% | 539 | $111K |
| Quest 10 Wealth Builders, Inc. | 0.10% | Add +16.2% | 537 | $111K |
| Ameriflex Group, Inc. | 0.04% | Add +157.6% | 528 | $109K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +151.5% | 518 | $107K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -1.5% | 516 | $107K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 512 | $106K |
| Caldwell Trust Co | 0.01% | Reduce -20.7% | 498 | $103K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -5.2% | 488 | $101K |
| WealthCollab, LLC | 0.04% | No change | 458 | $95K |
| Pillar Financial Advisors, LLC | 0.06% | No change | 450 | $93K |
| Optimum Investment Advisors | 0.04% | No change | 450 | $93K |
| IMA Advisory Services, Inc. | 0.01% | No change | 438 | $91K |
| Archer Investment Corp | 0.02% | No change | 436 | $90K |
| Signature Resources Capital Management, LLC | 0.05% | Reduce -41.6% | 431 | $89K |
| Register Financial Advisors LLC | 0.03% | No change | 399 | $82K |
| Advantage Trust Co | 0.04% | No change | 395 | $82K |
| Essential Partners LLC | 0.03% | No change | 395 | $82K |
| Rice Partnership, LLC | 0.01% | Add +30.8% | 382 | $79K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 379 | $78K |
| Wealth Watch Advisors, INC | 0.03% | New | 378 | $78K |
| Insight Inv LLC | 0.05% | No change | 376 | $78K |
| Pittenger & Anderson Inc. | 0.00% | No change | 375 | $77K |
| Chilton Capital Management LLC | 0.00% | New | 373 | $77K |
| Root Financial Partners, LLC | 0.00% | New | 366 | $76K |
| American National Bank & Trust | 0.01% | No change | 364 | $75K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 359 | $74K |
| CoreFirst Bank & Trust | 0.04% | Reduce -12.1% | 355 | $73K |
| TruNorth Capital Management, LLC | 0.01% | No change | 355 | $73K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 352 | $73K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -15.6% | 352 | $73K |
| Turim 21 Investimentos Ltda. | 0.02% | Reduce -45.9% | 1,206 | $72K |
| Ballast Advisors LLC | 0.02% | No change | 347 | $72K |
| Bernard Wealth Management Corp. | 0.03% | No change | 345 | $71K |
| Texas Capital Bancshares Inc | 0.03% | Reduce -86.3% | 325 | $67K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +1.9% | 323 | $67K |
| Financial Consulate, Inc. | 0.01% | New | 316 | $65K |
| Graney & King, LLC | 0.05% | No change | 316 | $65K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 308 | $64K |
| Cornerstone National Bank & Trust Co | 0.03% | No change | 305 | $63K |
| Paladin Advisory Group, LLC | 0.05% | No change | 302 | $62K |
| Western Pacific Wealth Management, LP | 0.06% | No change | 301 | $62K |
| HHM Wealth Advisors, LLC | 0.01% | Add +28.0% | 288 | $59K |
| Morgan Dempsey Capital Management LLC | 0.03% | No change | 280 | $58K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -1.4% | 280 | $58K |
| TD Capital Management LLC | 0.01% | No change | 277 | $57K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 276 | $57K |
| Colony Family Offices, LLC | 0.01% | Reduce -36.1% | 273 | $56K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 271 | $56K |
| Roxbury Financial LLC | 0.05% | No change | 262 | $54K |
| Palouse Capital Management, Inc. | 0.03% | No change | 259 | $53K |
| Rise Advisors, LLC | 0.02% | Add +0.4% | 256 | $53K |
| Oakworth Capital, Inc. | 0.00% | No change | 246 | $51K |
| Crews Bank & Trust | 0.01% | No change | 226 | $47K |
| Cloud Capital Management, LLC | 0.02% | New | 221 | $45K |
| Morse Asset Management, Inc | 0.01% | No change | 214 | $44K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 212 | $44K |
| Rossmore Private Capital | 0.00% | New | 211 | $44K |
| JNBA Financial Advisors | 0.00% | No change | 200 | $41K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 200 | $41K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 200 | $41K |
| Peck Wealth Management, LLC | 0.04% | — | 194 | $40K |
| Atwood & Palmer Inc. | 0.00% | Add +0.5% | 194 | $40K |
| Addison Advisors LLC | 0.01% | No change | 186 | $38K |
| McIlrath & Eck, LLC | 0.00% | No change | 185 | $38K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.6% | 182 | $38K |
| Tripletail Wealth Management, LLC | 0.04% | New | 175 | $37K |
| Nemes Rush Group LLC | 0.00% | Add +0.6% | 176 | $36K |
| Knuff & Co LLC | 0.01% | Reduce -12.5% | 175 | $36K |
| Center for Financial Planning, Inc. | 0.00% | New | 157 | $32K |
| Concord Wealth Partners | 0.00% | No change | 155 | $32K |
| Avion Wealth | 0.01% | Reduce -15.8% | 155 | $32K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.7% | 154 | $32K |
| Kentucky Trust Co | 0.02% | No change | 150 | $31K |
| Tucker Asset Management LLC | 0.01% | No change | 149 | $31K |
| Palisade Asset Management, LLC | 0.00% | New | 141 | $29K |
| United Services Automobile Association | 0.00% | No change | 133 | $27K |
| Grand Wealth Management, LLC | 0.01% | No change | 130 | $27K |
| Pinney & Scofield, Inc. | 0.02% | Reduce -3.0% | 129 | $27K |
| BankPlus Trust Department | 0.01% | No change | 124 | $26K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 123 | $25K |
| RMG Wealth Management LLC | 0.00% | No change | 120 | $25K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 120 | $25K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 118 | $24K |
| Davis Capital Management | 0.02% | — | 112 | $23K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 111 | $23K |
| Red Tortoise LLC | 0.01% | Add +0.9% | 111 | $23K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 101 | $21K |
| Truvestments Capital LLC | 0.00% | No change | 100 | $21K |
| Fortis Group Advisors, LLC | 0.00% | No change | 100 | $21K |
| Princeton Global Asset Management LLC | 0.00% | New | 100 | $21K |
| DB Fitzpatrick & Co, Inc | 0.02% | No change | 95 | $20K |
| Hartford Financial Management Inc. | 0.01% | No change | 93 | $19K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 92 | $19K |
| Financial Management Professionals, Inc. | 0.00% | No change | 85 | $18K |
| DecisionPoint Financial, LLC | 0.00% | No change | 81 | $17K |
| Investors Research Corp | 0.00% | New | 81 | $17K |
| FSA Wealth Management LLC | 0.01% | No change | 80 | $17K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 75 | $15K |
| Colonial Trust Advisors | 0.00% | No change | 75 | $15K |
| Bellevue Asset Management, LLC | 0.01% | Reduce -15.1% | 73 | $15K |
| Hemington Wealth Management | 0.00% | No change | 73 | $15K |
| Toth Financial Advisory Corp. | 0.00% | No change | 71 | $15K |
| Coastline Trust Co | 0.00% | No change | 70 | $14K |
| Wolff Wiese Magana LLC | 0.01% | New | 64 | $13K |
| Trust Co | 0.00% | Reduce -62.9% | 63 | $13K |
| Chesapeake Asset Management LLC | 0.01% | No change | 61 | $13K |
| Field & Main Bank | 0.00% | No change | 61 | $13K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 58 | $12K |
| SJS Investment Consulting Inc. | 0.00% | New | 58 | $12K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 57 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 50 | $10K |
| Collier Financial | 0.01% | — | 48 | $10K |
| Robinswood Financial LLC | 0.00% | Add +2.2% | 47 | $10K |
| Imprint Wealth LLC | 0.03% | — | 45 | $9K |
| Orion Capital Management LLC | 0.00% | No change | 41 | $8K |
| Viewpoint Capital Management LLC | 0.00% | New | 37 | $8K |
| New Millennium Group LLC | 0.00% | Reduce -18.9% | 30 | $6K |
| Chapman Financial Group, LLC | 0.00% | New | 28 | $6K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.0% | 27 | $6K |
| Richardson Capital Management LLC | 0.00% | New | 26 | $5K |
| Resources Management Corp. /CT/ | 0.00% | No change | 24 | $5K |
| Cheviot Value Management, LLC | 0.00% | No change | 22 | $5K |
| Chelsea Counsel Co. | 0.00% | New | 20 | $4K |
| Pin Oak Investment Advisors Inc. | 0.00% | Reduce -50.0% | 20 | $4K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | No change | 20 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 16 | $3K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 15 | $3K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -81.7% | 15 | $3K |
| Islay Capital Management, LLC | 0.00% | No change | 14 | $3K |
| Painted Porch Advisors LLC | 0.00% | No change | 14 | $3K |
| Proathlete Wealth Management LLC | 0.00% | Reduce -94.0% | 13 | $3K |
| Main Street Group, LTD | 0.00% | No change | 12 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | — | 11 | $2K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -80.8% | 10 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 9 | $2K |
| Guerra Advisors Inc | 0.00% | New | 8 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 6 | $1K |
| Vision Financial Markets LLC | 0.00% | No change | 6 | $1K |
| AllSquare Wealth Management LLC | 0.00% | No change | 5 | $1K |
| Bfsg, LLC | 0.00% | Reduce -40.0% | 3 | $620 |
"% 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.