iShares S&P 500 Value ETFIVEETF
13F holders, Q4 2025 (December 31)1,693holders +116
80new positions
55sold out
6famous investors
$211.66avg. 13F price*
At the end of Q4 2025, 1,693 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 116 from Q3 2025. 80 opened new positions and 55 sold out. The largest holders were Envestnet Asset Management Inc. ($6.0B), JPMorgan Chase & Co. ($4.0B) and Morgan Stanley ($3.2B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $96.8M |
| Exits | 55 | $75.3M |
All 13F filers, Q3 2025 → Q4 2025: 27,263,101 shares bought and 2,032,140 shares sold, net +25,230,961 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,693 holders
| Envestnet Asset Management Inc. | 1.79% | Add +28.4% | 28,393,408 | $6.0B |
| JPMorgan Chase & Co. | 0.27% | Add +4.6% | 18,748,246 | $4.0B |
| Morgan Stanley | 0.19% | Add +7.5% | 15,278,856 | $3.2B |
| LPL Financial LLC | 0.64% | Add +28.9% | 11,013,259 | $2.3B |
| Bank of America Corp. | 0.14% | Add +10.5% | 9,275,417 | $2.0B |
| Wells Fargo & Company | 0.26% | Add +2.0% | 6,264,139 | $1.3B |
| UBS Group AG | 0.15% | Reduce -1.9% | 3,534,890 | $749.6M |
| Cetera Investment Advisers | 0.79% | Add +22.5% | 3,409,979 | $723.2M |
| Stifel Financial Corp. | 0.62% | Add +7.7% | 3,250,570 | $689.3M |
| Ameriprise Financial Inc. | 0.15% | Add +1.4% | 3,079,839 | $653.3M |
| BlackRock, Inc. | 0.01% | Add +47.7% | 2,938,214 | $623.1M |
| Cwm, LLC | 1.48% | Add +37.5% | 2,579,248 | $547.0M |
| Envestnet Portfolio Solutions, Inc. | 1.89% | Add +47.4% | 2,540,243 | $538.7M |
| Park Avenue Securities LLC | 4.43% | Add +40.4% | 2,467,550 | $523.3M |
| PNC Financial Services Group, Inc. | 0.27% | Reduce -1.0% | 2,343,536 | $497.0M |
| MML Investors Services, LLC | 1.09% | Add +48.8% | 2,103,532 | $446.1M |
| Raymond James Financial Inc. | 0.12% | Add +9.1% | 1,845,630 | $391.4M |
| Lido Advisors, LLC | 1.53% | Add +4.2% | 1,862,991 | $386.8M |
| Goldman Sachs Group Inc. | 0.05% | Add +9.7% | 1,714,477 | $363.6M |
| Janney Montgomery Scott LLC | 0.72% | Add +38.1% | 1,470,999 | $312.0M |
| Royal Bank of Canada | 0.05% | Add +7.3% | 1,347,733 | $285.8M |
| Focus Partners Wealth | 0.30% | Add +134.3% | 1,225,078 | $259.8M |
| Mariner, LLC | 0.30% | Add +6.7% | 1,191,076 | $252.6M |
| Bank of New York Mellon Corp | 0.04% | Add +49.7% | 1,178,292 | $249.9M |
| Cassaday & Co Wealth Management LLC | 5.16% | Add +3286.8% | 1,153,776 | $244.7M |
| Commonwealth Equity Services, LLC | 0.31% | Add +5.8% | 1,084,807 | $230.1M |
| MAI Capital Management | 1.25% | Reduce -0.3% | 1,017,802 | $215.8M |
| Foundations Investment Advisors, LLC | 2.79% | Add +38.2% | 1,001,643 | $212.4M |
| OneDigital Investment Advisors LLC | 2.06% | Add +37.9% | 989,897 | $209.9M |
| Sofi Wealth, LLC | 10.32% | Add +1.1% | 975,625 | $206.9M |
| Sanctuary Advisors, LLC | 1.12% | Add +26.5% | 965,441 | $204.7M |
| JB Capital LLC | 7.97% | Add +42.4% | 920,131 | $195.1M |
| NewEdge Advisors, LLC | 0.70% | Add +30.1% | 915,221 | $194.1M |
| FMR LLC | 0.01% | Reduce -0.8% | 820,088 | $173.9M |
| M&T Bank Corp | 0.56% | Reduce -3.5% | 819,173 | $173.7M |
| Osaic Holdings, Inc. | 0.23% | Add +3.1% | 741,583 | $157.4M |
| United Capital Financial Advisors, LLC | 0.94% | Add +36.3% | 731,518 | $155.1M |
| Rehmann Capital Advisory Group | 7.59% | Add +4.3% | 684,489 | $145.7M |
| HighTower Advisors, LLC | 0.15% | Add +0.8% | 659,565 | $139.9M |
| LVZ, Inc. | 14.04% | Reduce -0.6% | 592,080 | $125.6M |
| Truist Financial Corp. | 0.17% | Add +8.5% | 590,205 | $125.2M |
| Calamos Wealth Management LLC | 4.34% | Add +1.4% | 585,396 | $124.1M |
| Advocacy Wealth Management, LLC | 4.66% | Add +42.2% | 525,282 | $111.4M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +21.4% | 514,397 | $109.1M |
| Jones Financial Companies LLLP | 0.06% | Add +13.6% | 483,614 | $102.6M |
| US Bancorp \de | 0.12% | Add +19.4% | 466,762 | $99.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.45% | Reduce -5.6% | 452,678 | $96.0M |
| Ascent Group, LLC | 3.09% | Add +37.7% | 426,679 | $90.5M |
| Rockefeller Capital Management L.P. | 0.16% | Add +18.4% | 409,484 | $86.8M |
| Home Federal Bank of Tennessee | 21.67% | Add +0.2% | 393,163 | $83.4M |
| AE Wealth Management LLC | 0.47% | Add +38.5% | 383,069 | $81.2M |
| Betterment LLC | 0.15% | Reduce -2.3% | 369,725 | $78.4M |
| Moneta Group Investment Advisors LLC | 0.58% | Reduce -1.6% | 363,813 | $77.2M |
| Kestra Advisory Services, LLC | 0.31% | Add +2.1% | 350,736 | $74.4M |
| Comerica Bank | 0.29% | Reduce -5.4% | 341,229 | $72.4M |
| Thrivent Financial for Lutherans | 0.13% | Add +27.7% | 332,889 | $70.9M |
| Private Advisor Group, LLC | 0.33% | Add +21.3% | 331,044 | $70.2M |
| Composition Wealth, LLC | 1.00% | Reduce -7.5% | 330,081 | $70.0M |
| Austin Private Wealth, LLC | 5.24% | Add +38.5% | 329,691 | $69.9M |
| LPWM LLC | 17.62% | Add +3.8% | 329,407 | $69.9M |
| Atria Investments, Inc | 0.78% | Add +48.5% | 324,082 | $68.7M |
| Two Sigma Investments, LP | 0.10% | Reduce -4.4% | 312,700 | $66.3M |
| CX Institutional | 1.97% | Reduce -0.3% | 312,076 | $66.2M |
| CreativeOne Wealth, LLC | 1.59% | Add +46.2% | 308,993 | $65.5M |
| Bank of Montreal | 0.03% | Add +9.7% | 296,779 | $62.9M |
| Courier Capital LLC | 3.51% | Add +0.0% | 295,108 | $62.6M |
| Equitable Holdings, Inc. | 0.43% | Add +16.3% | 295,029 | $62.6M |
| Baird Financial Group, Inc. | 0.10% | Add +4.4% | 294,478 | $62.4M |
| Probity Advisors, Inc. | 9.94% | Reduce -0.4% | 292,640 | $62.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -0.7% | 290,215 | $61.5M |
| Valmark Advisers, Inc. | 0.75% | Reduce -3.4% | 285,652 | $60.6M |
| Icon Wealth Advisors, LLC | 4.04% | Add +40.3% | 285,616 | $60.6M |
| Barclays PLC | 0.02% | Add +0.6% | 265,987 | $56.4M |
| Kestra Investment Management, LLC | 1.37% | Add +9.4% | 264,985 | $56.2M |
| Amarillo National Bank | 9.63% | Reduce -2.7% | 258,447 | $54.8M |
| Modern Wealth Management, LLC | 0.99% | Add +15.1% | 256,478 | $54.4M |
| Evoke Wealth, LLC | 1.00% | Reduce -0.0% | 245,312 | $52.0M |
| Strategic Point Investment Advisors, LLC | 7.09% | Add +1.6% | 241,741 | $51.3M |
| World Investment Advisors | 0.84% | Add +1368.3% | 240,141 | $50.9M |
| Fifth Third Bancorp | 0.16% | Reduce -2.7% | 239,291 | $50.7M |
| Regions Financial Corp. | 0.32% | Add +2.5% | 234,089 | $49.6M |
| Financial Engines Advisors L.L.C. | 0.09% | Reduce -2.9% | 231,400 | $49.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.84% | Add +96.6% | 223,947 | $47.5M |
| Mgo One Seven LLC | 0.94% | Add +95.2% | 216,369 | $45.9M |
| West Wealth Group, LLC | 9.43% | Add +5.2% | 214,431 | $45.5M |
| Baker Avenue Asset Management, LP | 1.04% | Add +1.3% | 213,629 | $45.3M |
| Perigon Wealth Management, LLC | 0.79% | Add +41.1% | 209,252 | $44.4M |
| Waverly Advisors, LLC | 0.36% | Add +48.8% | 207,215 | $43.9M |
| SteelPeak Wealth, LLC | 1.43% | Add +40.8% | 205,014 | $43.5M |
| Sharkey, Howes & Javer | 5.53% | Add +43.5% | 204,994 | $43.5M |
| Keybank National Association | 0.15% | Reduce -8.1% | 202,369 | $42.9M |
| Greenup Street Wealth Management LLC | 6.14% | Reduce -2.2% | 200,359 | $42.5M |
| Smith, Moore & Co. | 3.21% | Add +1.2% | 200,090 | $42.4M |
| Triad Wealth Partners, LLC | 4.02% | Add +74.0% | 199,294 | $42.3M |
| Stone House Investment Management, LLC | 6.55% | Add +44.0% | 199,030 | $42.2M |
| Cerity Partners LLC | 0.06% | Add +87.2% | 193,628 | $41.1M |
| Salomon & Ludwin, LLC | 3.60% | Reduce -1.8% | 189,972 | $40.8M |
| Northern Trust Corp. | 0.01% | Add +1.1% | 190,207 | $40.3M |
| North Star Investment Management Corp. | 2.49% | Add +1.7% | 186,754 | $39.6M |
| &partners | 0.20% | Add +33.8% | 183,701 | $39.1M |
| Orion Porfolio Solutions, LLC | 0.29% | Add +41.2% | 184,526 | $39.1M |
| Foundation Wealth Management, LLC | 26.61% | Reduce -1.8% | 181,515 | $38.6M |
| Farther Finance Advisors, LLC | 0.40% | Add +57.4% | 177,141 | $37.6M |
| Phillips Financial Management, LLC | 2.42% | Reduce -1.3% | 176,795 | $37.5M |
| Encompass Wealth Advisors, LLC | 12.44% | Add +1.1% | 172,375 | $36.6M |
| High Falls Advisors, Inc | 7.16% | Add +42.1% | 166,772 | $35.4M |
| Financial Life Advisors | 10.87% | Reduce -4.0% | 166,191 | $35.2M |
| Ewa, LLC | 8.59% | Add +27.0% | 165,604 | $35.1M |
| TD Waterhouse Canada Inc. | 0.22% | Add +5.3% | 165,522 | $35.1M |
| Wealth Alliance, LLC | 3.43% | Add +26.6% | 165,310 | $35.1M |
| NorthRock Partners, LLC | 0.59% | Add +63.6% | 163,462 | $34.7M |
| Greenleaf Trust | 0.31% | Add +2.1% | 161,144 | $34.2M |
| Creative Planning | 0.02% | Add +3.8% | 160,485 | $34.0M |
| Pettinga Financial Advisors LLC | 6.43% | Add +33.0% | 159,922 | $33.9M |
| Powell Investment Advisors, LLC | 11.36% | Reduce -0.3% | 155,580 | $33.0M |
| Stokes Family Office, LLC | 3.00% | Add +36.0% | 154,614 | $32.8M |
| Peapack Gladstone Financial Corp. | 0.41% | Add +16.7% | 152,850 | $32.4M |
| Berkshire Money Management, Inc. | 3.08% | Add +0.2% | 152,364 | $32.3M |
| Integrity Alliance, Llc. | 1.18% | Add +39.2% | 152,207 | $32.3M |
| Stratos Wealth Partners, LTD. | 0.37% | Add +1.3% | 151,922 | $32.2M |
| Quest Investment Management LLC | 3.45% | No change | 150,813 | $32.0M |
| Horst & Graben Wealth Management LLC | 4.81% | Add +41.6% | 150,083 | $31.9M |
| Condor Capital Management | 2.56% | Reduce -1.5% | 149,231 | $31.6M |
| Global Retirement Partners, LLC | 0.56% | Add +55.7% | 149,158 | $31.6M |
| Steward Partners Investment Advisory, LLC | 0.17% | Add +27.4% | 146,445 | $31.1M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +80.4% | 146,169 | $31.0M |
| Security Financial Services, INC. | 4.79% | Add +35.0% | 143,741 | $30.5M |
| Brookstone Capital Management | 0.35% | Add +33.8% | 143,272 | $30.4M |
| Physician Wealth Advisors, Inc. | 4.20% | Add +44.1% | 142,335 | $30.2M |
| Principal Securities, Inc. | 0.46% | Add +7.7% | 142,012 | $30.1M |
| PAX Financial Group, LLC | 5.13% | Add +62.1% | 140,243 | $29.7M |
| Koss-Olinger Consulting, LLC | 2.29% | Reduce -11.2% | 139,511 | $29.6M |
| 1834 Investment Advisors Co. | 3.68% | Reduce -6.9% | 138,396 | $29.3M |
| Bokf, NA | 0.44% | Add +39.4% | 135,668 | $28.8M |
| One Wealth Advisors, LLC | 3.46% | Add +39.0% | 133,456 | $28.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 3.34% | — | 130,385 | $27.7M |
| Droms Strauss Advisors Inc. /Mo/ | 7.27% | Add +1.6% | 130,378 | $27.6M |
| Praetorian Wealth Management, Inc. | 5.45% | Reduce -1.3% | 129,472 | $27.5M |
| Captrust Financial Advisors | 0.05% | Reduce -3.3% | 129,449 | $27.5M |
| Kelly Financial Services LLC | 6.85% | Add +40.3% | 128,896 | $27.3M |
| Vestmark Advisory Solutions, Inc. | 0.37% | Add +273.6% | 128,492 | $27.2M |
| Davis Selected Advisers | 0.12% | Add +1821.0% | 127,053 | $26.9M |
| Mercer Global Advisors Inc. | 0.04% | Add +88.5% | 152,504 | $26.6M |
| Spire Wealth Management | 0.89% | Add +3.2% | 124,779 | $26.5M |
| McKinley Carter Wealth Services, Inc. | 1.46% | Reduce -14.2% | 122,922 | $26.1M |
| Corient Private Wealth LP | 0.04% | Add +159.6% | 122,918 | $26.1M |
| JFS Wealth Advisors, LLC | 1.47% | Reduce -3.7% | 122,662 | $26.0M |
| Mma Asset Management LLC | 9.16% | Reduce -0.3% | 121,170 | $25.7M |
| DDFG, Inc | 5.60% | Reduce -0.8% | 120,627 | $25.6M |
| Trek Financial, LLC | 1.48% | Add +48.3% | 120,030 | $25.5M |
| Kwmg, LLC | 2.19% | Add +2.2% | 119,699 | $25.4M |
| Callan Family Office, LLC | 0.53% | Add +10.2% | 117,227 | $24.9M |
| Rothschild Wealth LLC | 2.38% | Add +72.6% | 116,756 | $24.8M |
| Detalus Advisors, LLC | 5.92% | Add +36.2% | 114,475 | $24.3M |
| Pathstone Holdings, LLC | 0.09% | Reduce -4.4% | 114,291 | $24.2M |
| Swmg, LLC | 6.72% | Add +42.7% | 109,044 | $24.2M |
| Clearstead Advisors, LLC | 0.30% | Add +0.5% | 113,889 | $24.2M |
| Concurrent Investment Advisors, LLC | 0.28% | Add +76.6% | 113,637 | $24.1M |
| Waterway Wealth Management, LLC | 5.36% | Add +3.4% | 154,591 | $23.7M |
| Thoma Capital Management LLC | 13.46% | Add +18.8% | 110,134 | $23.4M |
| Blue Trust, Inc. | 0.26% | Add +23.6% | 109,641 | $23.3M |
| Legacy Financial Group LLC | 2.85% | Add +46.2% | 104,426 | $23.1M |
| Summit Financial, LLC | 0.34% | Reduce -1.8% | 108,754 | $23.1M |
| Liberty Wealth Management LLC | 2.96% | Add +3.0% | 108,331 | $23.0M |
| Lutz Financial Services LLC | 1.54% | Reduce -2.6% | 106,970 | $22.7M |
| Per Stirling Capital Management, LLC. | 2.53% | Reduce -0.6% | 106,401 | $22.6M |
| Sigma Planning Corp | 0.62% | Add +1.6% | 106,012 | $22.5M |
| Citigroup Inc. | 0.02% | Reduce -9.2% | 105,507 | $22.4M |
| Cahill Financial Advisors Inc. | 2.43% | Reduce -0.3% | 104,567 | $22.2M |
| ONE Advisory Partners, LLC | 6.69% | Add +38.6% | 104,564 | $22.2M |
| MV Capital Management, Inc. | 2.13% | Reduce -0.9% | 104,391 | $22.1M |
| First Hawaiian Bank | 2.92% | Reduce -10.5% | 103,421 | $21.9M |
| Capital Analysts, LLC | 0.61% | Add +29.0% | 103,353 | $21.9M |
| Merit Financial Group, LLC | 0.18% | Add +19.2% | 103,211 | $21.9M |
| Regal Investment Advisors LLC | 1.29% | Add +63.9% | 101,961 | $21.6M |
| Choreo, LLC | 0.28% | Reduce -2.1% | 101,080 | $21.6M |
| Keystone Financial Services | 6.46% | Add +7.6% | 100,934 | $21.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +10.1% | 98,635 | $21.3M |
| Ironwood Financial, llc | 3.61% | Reduce -3.0% | 97,922 | $21.3M |
| SilverOak Wealth Management LLC | 3.31% | Add +2.7% | 99,698 | $21.1M |
| WealthPlan Investment Management, LLC | 1.34% | Add +4.3% | 99,316 | $21.1M |
| Signature Wealth Management Partners, LLC | 10.17% | Add +2.1% | 97,022 | $20.6M |
| GHP Investment Advisors, Inc. | 0.84% | Reduce -0.1% | 96,773 | $20.5M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +22.4% | 96,200 | $20.4M |
| Ashton Thomas Private Wealth, LLC | 0.50% | Add +13.6% | 96,190 | $20.4M |
| Sovran Advisors, LLC | 1.73% | Add +19.6% | 93,636 | $20.4M |
| Rwa Wealth Partners, LLC | 0.22% | Reduce -12.4% | 95,641 | $20.3M |
| Allworth Financial LP | 0.08% | Reduce -0.3% | 95,602 | $20.3M |
| Ameritas Investment Partners, Inc. | 0.62% | Reduce -5.0% | 95,415 | $20.2M |
| Narwhal Capital Management | 1.43% | No change | 92,784 | $19.7M |
| Mesirow Financial Investment Management, Inc. | 0.40% | Reduce -5.0% | 92,188 | $19.6M |
| BOK Financial Private Wealth, Inc. | 1.20% | Reduce -2.1% | 92,183 | $19.5M |
| Invst, LLC | 2.12% | Add +28.9% | 91,822 | $19.5M |
| Cullen/Frost Bankers, Inc. | 0.21% | Reduce -0.1% | 91,468 | $19.4M |
| Advisory Services Network, LLC | 0.27% | Add +13.8% | 90,633 | $19.2M |
| TD Private Client Wealth LLC | 0.41% | Reduce -6.6% | 89,749 | $19.0M |
| Cypress Wealth Services, LLC | 2.63% | Add +50.8% | 89,705 | $19.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -8.9% | 89,444 | $19.0M |
| Apollon Wealth Management, LLC | 0.33% | Add +27.9% | 89,389 | $19.0M |
| IFP Advisors, Inc | 0.42% | Add +41.8% | 88,919 | $18.9M |
| First Merchants Corp. | 0.68% | Add +1.1% | 86,806 | $18.4M |
| Cosner Financial Group, LLC | 9.38% | Add +3.0% | 86,675 | $18.4M |
| WealthShield Partners, LLC | 2.00% | Add +31.1% | 85,492 | $18.1M |
| Hemming& Wealth Management, Inc. | 12.40% | — | 85,458 | $18.1M |
| Matthew Goff Investment Advisor, LLC | 3.17% | Reduce -0.6% | 84,241 | $17.9M |
| Savant Capital, LLC | 0.10% | Reduce -2.3% | 83,433 | $17.7M |
| Bay Harbor Wealth Management, LLC | 4.61% | Add +43.0% | 83,200 | $17.6M |
| M1 Capital Management LLC | 7.18% | Add +1.7% | 81,145 | $17.2M |
| McNaughton Wealth Management, LLC | 7.03% | Add +30.6% | 80,457 | $17.1M |
| Saiph Capital, LLC | 6.07% | Reduce -8.6% | 79,660 | $16.9M |
| McMorgan & Co. LLC | 2.79% | Reduce -1.1% | 79,448 | $16.8M |
| Diversify Wealth Management, LLC | 0.78% | New | 76,726 | $16.6M |
| Trustmark Bank Trust Department | 1.03% | Add +0.7% | 76,608 | $16.2M |
| RTD Financial Advisors, Inc. | 1.98% | Reduce -3.5% | 76,594 | $16.2M |
| CoreCap Advisors, LLC | 0.56% | Add +17.4% | 75,765 | $16.1M |
| J.W. Cole Advisors, Inc. | 0.39% | Add +5.3% | 81,053 | $16.0M |
| Independent Solutions Wealth Management, LLC | 2.93% | Reduce -3.6% | 75,151 | $15.9M |
| Modera Wealth Management, LLC | 0.18% | Reduce -2.1% | 75,089 | $15.9M |
| Arkadios Wealth Advisors | 0.32% | Add +22.1% | 74,876 | $15.9M |
| Elevated Financial Group LLC | 5.48% | — | 74,642 | $15.8M |
| Astoria Strategic Wealth, Inc. | 3.97% | Add +1.6% | 74,315 | $15.8M |
| Blue Edge Capital, LLC | 2.10% | Add +7.8% | 73,910 | $15.7M |
| Horizon Wealth Management, LLC | 2.42% | Add +2.1% | 73,549 | $15.6M |
| Instrumental Wealth, LLC | 9.35% | Add +6.0% | 70,277 | $15.6M |
| Csenge Advisory Group | 0.70% | Add +17.9% | 73,335 | $15.6M |
| Alvarez & Marsal Private Wealth Partners, LLC | 2.98% | — | 73,110 | $15.5M |
| Quadrant Private Wealth Management, LLC | 2.54% | Add +42.2% | 73,007 | $15.5M |
| EP Wealth Advisors, LLC | 0.08% | — | 70,862 | $15.0M |
| Alesco Advisors, LLC, An ESL Co | 0.39% | Reduce -1.9% | 70,220 | $14.9M |
| FineMark National Bank & Trust | 0.46% | Reduce -1.2% | 70,134 | $14.9M |
| Trust Point Inc. | 1.17% | No change | 70,046 | $14.9M |
| Sacks & Associates, LLC | 10.90% | — | 70,008 | $14.8M |
| Natixis Advisors, LLC | 0.02% | Add +4.0% | 69,212 | $14.7M |
| Lansing Street Advisors | 3.75% | Add +13.3% | 68,716 | $14.6M |
| Ironwood Wealth Management, Inc. | 6.45% | Reduce -2.3% | 66,137 | $14.4M |
| Occidental Asset Management, LLC | 1.72% | Reduce -0.0% | 67,465 | $14.3M |
| Associated Banc-Corp | 0.36% | Reduce -6.2% | 67,226 | $14.3M |
| Scissortail Wealth Management, LLC | 3.21% | Add +1.9% | 66,302 | $14.1M |
| Beese Fulmer Investment Management, Inc. | 0.90% | Add +0.5% | 65,073 | $13.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.29% | New | 64,668 | $13.7M |
| BKM Wealth Management, LLC | 5.01% | Add +1.0% | 64,561 | $13.7M |
| Kilter Group LLC | 6.05% | Add +4.1% | 64,282 | $13.6M |
| Wilmington Savings Fund Society, FSB | 0.32% | Reduce -0.0% | 63,520 | $13.5M |
| ADG Wealth Management Group, LLC | 10.18% | Add +3.9% | 63,390 | $13.4M |
| Mayflower Financial Advisors, LLC | 1.63% | Add +32.6% | 63,334 | $13.4M |
| Snowden Capital Advisors LLC | 0.35% | Add +10.9% | 63,158 | $13.4M |
| TSA Wealth Managment LLC | 4.43% | Add +49.4% | 63,045 | $13.4M |
| Bank Pictet & Cie (Europe) AG | 0.27% | Add +0.9% | 62,947 | $13.3M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -14.0% | 62,931 | $13.3M |
| Guidance Point Advisors, LLC | 3.11% | Add +1.9% | 61,646 | $13.1M |
| Focus Financial Network, Inc. | 0.45% | Add +0.8% | 61,359 | $13.0M |
| Ieq Capital, LLC | 0.04% | Reduce -25.9% | 61,031 | $12.9M |
| Ausdal Financial Partners, Inc. | 0.60% | Add +5.5% | 60,670 | $12.9M |
| Pinnacle Financial Partners, Inc. | 0.10% | — | 60,471 | $12.8M |
| Endeavor Private Wealth, Inc. | 3.67% | Add +34.6% | 60,343 | $12.8M |
| Gladstone Institutional Advisory LLC | 0.48% | Reduce -3.2% | 60,293 | $12.8M |
| KMG Fiduciary Partners, LLC | 0.89% | Reduce -16.3% | 58,800 | $12.5M |
| Citizens Financial Group Inc. | 0.16% | Reduce -3.0% | 57,929 | $12.3M |
| Parallel Advisors, LLC | 0.22% | Add +1.4% | 57,729 | $12.2M |
| SigFig Wealth Management, LLC | 0.36% | Add +33.6% | 56,540 | $12.0M |
| Mutual Advisors, LLC | 0.26% | Add +7.0% | 56,300 | $11.9M |
| Twin Peaks Wealth Advisors, LLC | 3.47% | Add +68.3% | 53,743 | $11.9M |
| American Wealth Advisors, LLC | 11.68% | Add +0.2% | 56,121 | $11.9M |
| May Hill Capital, LLC | 3.15% | Add +44.4% | 55,010 | $11.7M |
| Bank of Stockton | 3.31% | Reduce -5.4% | 54,596 | $11.6M |
| Prosperity Planning, Inc. | 4.26% | Reduce -2.0% | 54,206 | $11.5M |
| Keebeck Wealth Management | 1.31% | Add +27.8% | 53,431 | $11.3M |
| Acropolis Investment Management, LLC | 0.50% | Add +0.1% | 52,859 | $11.2M |
| WCG Wealth Advisors LLC | 0.31% | Add +34.8% | 52,375 | $11.1M |
| Ehrlich Financial Group | 6.28% | Add +20.6% | 52,010 | $11.0M |
| Broadview Financial Management, LLC | 7.37% | Reduce -1.4% | 51,906 | $11.0M |
| Michelson Medical Research Foundation, Inc. | 11.03% | No change | 51,905 | $11.0M |
| Net Worth Advisory Group | 2.22% | Add +818.1% | 51,810 | $11.0M |
| Hobbs Wealth Management, LLC | 10.67% | Add +42.3% | 51,695 | $11.0M |
| Asset Management Group, Inc. | 1.77% | Add +0.3% | 51,590 | $10.9M |
| True Vision MN LLC | 5.46% | Add +38.1% | 50,684 | $10.7M |
| Amundi | 0.00% | Add +5.0% | 50,600 | $10.7M |
| Nvest Financial, LLC | 4.42% | Add +34.4% | 50,118 | $10.6M |
| Daviman Financial, LLC | 6.22% | — | 49,996 | $10.6M |
| HB Wealth Management, LLC | 0.07% | Add +0.6% | 49,455 | $10.5M |
| Apeiron RIA LLC | 2.12% | Reduce -16.7% | 47,786 | $10.5M |
| Financial Advisors Network, Inc. | 1.43% | Reduce -0.5% | 49,135 | $10.4M |
| Avidian Wealth Enterprises, LLC | 0.38% | Add +11.8% | 48,978 | $10.4M |
| Arlington Trust Co LLC | 1.06% | Reduce -6.9% | 48,904 | $10.4M |
| Fifth Third Securities, Inc. | 0.67% | Add +5.0% | 48,636 | $10.3M |
| Rodgers & Associates, LTD | 1.04% | Reduce -0.9% | 48,620 | $10.3M |
| Maia Wealth LLC | 1.76% | Add +9.6% | 47,066 | $10.3M |
| Sierra Capital LLC | 1.08% | Reduce -1.1% | 48,264 | $10.2M |
| Sunbelt Securities, Inc. | 0.68% | Add +2.1% | 48,187 | $10.2M |
| UMB Bank, n.a. | 0.14% | Reduce -15.6% | 47,940 | $10.2M |
| LMG Wealth Partners, LLC | 1.86% | Add +4.5% | 47,011 | $10.0M |
| Gen-Wealth Partners Inc | 3.19% | Add +46.9% | 46,861 | $9.9M |
| Traynor Capital Management, Inc. | 0.54% | Reduce -3.4% | 46,257 | $9.8M |
| Beto Financial Group, LLC | 6.59% | — | 44,584 | $9.8M |
| Polaris Investment Advisors, LLC | 6.89% | — | 44,962 | $9.5M |
| LBMC Investment Advisors, LLC | 0.58% | Add +0.1% | 44,305 | $9.4M |
| Ancora Advisors LLC | 0.19% | Add +15.5% | 44,117 | $9.4M |
| Geneos Wealth Management Inc. | 0.23% | Add +1.0% | 44,105 | $9.4M |
| DT Investment Partners, LLC | 0.77% | No change | 43,950 | $9.3M |
| Advyzon Investment Management, LLC | 1.08% | Add +1208.6% | 43,944 | $9.3M |
| One Wealth Capital Management, LLC | 3.88% | Add +37.9% | 42,932 | $9.1M |
| Polianta Ltd | 1.17% | Add +5.8% | 42,200 | $8.9M |
| Blair William & Co. | 0.02% | Add +7.2% | 42,069 | $8.9M |
| FAS Wealth Partners, Inc. | 0.57% | Reduce -1.0% | 41,765 | $8.9M |
| AQR Capital Management | 0.00% | Add +40.9% | 41,692 | $8.8M |
| Great Valley Advisor Group, Inc. | 0.17% | Add +0.7% | 41,564 | $8.8M |
| Wescott Financial Advisory Group, LLC | 0.77% | Add +9.8% | 41,331 | $8.8M |
| CFS Investment Advisory Services, LLC | 0.64% | Add +20.6% | 41,308 | $8.8M |
| Harbour Investments, Inc. | 0.18% | Add +3.4% | 40,716 | $8.6M |
| LiftPoint Family Wealth Advisors LLC | 7.33% | — | 40,507 | $8.6M |
| Franklin Resources Inc. | 0.00% | Reduce -13.1% | 40,065 | $8.5M |
| Lifelong Wealth Advisors, Inc. | 2.26% | Add +56.9% | 40,007 | $8.5M |
| Portfolio Resources Advisor Group, Inc. | 8.43% | — | 39,786 | $8.4M |
| IFG Advisory, LLC | 0.37% | Add +3.2% | 39,687 | $8.4M |
| Cresset Asset Management, LLC | 0.04% | Add +17.1% | 39,644 | $8.4M |
| Simplicity Wealth,LLC | 0.50% | Add +57.0% | 39,429 | $8.4M |
| Sei Investments Co. | 0.01% | Add +0.1% | 39,304 | $8.3M |
| Centerpoint Advisors, LLC | 2.53% | Reduce -0.1% | 38,772 | $8.2M |
| Quantinno Capital Management LP | 0.02% | Add +32.3% | 38,682 | $8.2M |
| Lantz Financial LLC | 1.73% | Add +40.9% | 38,608 | $8.2M |
| Exencial Wealth Advisors, LLC | 0.26% | Add +0.0% | 38,080 | $8.1M |
| VestGen Advisors, LLC | 0.34% | Reduce -56.2% | 37,999 | $8.1M |
| Willis Johnson & Associates, Inc. | 0.50% | Reduce -2.2% | 37,900 | $8.0M |
| Gateway Wealth Partners, LLC | 0.89% | Add +65.2% | 37,693 | $8.0M |
| AtlasMark Financial, Inc | 5.14% | Add +5.4% | 37,560 | $8.0M |
| Oppenheimer & Co. Inc. | 0.11% | Add +8.5% | 37,410 | $7.9M |
| Tradition Wealth Management, LLC | 0.57% | Add +48.0% | 37,344 | $7.9M |
| Alliancebernstein L.P. | 0.00% | Add +26.4% | 37,079 | $7.9M |
| Bradley Foster & Sargent Inc. | 0.12% | Reduce -0.9% | 36,984 | $7.8M |
| Daymark Wealth Partners, LLC | 0.25% | Reduce -1.8% | 36,630 | $7.8M |
| StoneX Group Inc. | 0.34% | Reduce -3.5% | 36,546 | $7.8M |
| Adirondack Capital Advisors, LLC | 5.18% | — | 36,338 | $7.7M |
| B.O.S.S. Retirement Advisors, LLC | 2.42% | Add +244.2% | 36,230 | $7.7M |
| YHB Investment Advisors, Inc. | 0.52% | Add +0.5% | 35,748 | $7.6M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -0.4% | 35,622 | $7.6M |
| Vise Technologies, Inc. | 0.15% | Add +152.3% | 35,528 | $7.5M |
| Firethorn Wealth Partners, LLC | 2.81% | Add +20.2% | 35,433 | $7.5M |
| Twin Focus Capital Partners, LLC | 0.86% | Add +140.1% | 35,319 | $7.5M |
| Shared Vision Wealth Group LLC | 3.02% | Add +31.3% | 34,396 | $7.5M |
| Sax Wealth Advisors, LLC | 0.35% | Add +6.8% | 35,171 | $7.5M |
| B. Riley Wealth Advisors, Inc. | 0.35% | Add +25.1% | 35,039 | $7.4M |
| ETF Portfolio Partners, Inc. | 1.88% | Add +5.8% | 34,412 | $7.3M |
| Soltis Investment Advisors LLC | 0.48% | Add +8.6% | 34,027 | $7.2M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Add +6.8% | 33,898 | $7.2M |
| Petersen Hastings Wealth Advisors Inc. | 0.69% | — | 33,867 | $7.2M |
| LYNX Capital Group Ltd. | 3.27% | Add +2.5% | 33,607 | $7.1M |
| Pure Financial Advisors, LLC | 0.11% | Reduce -2.2% | 33,345 | $7.1M |
| Hoxton Planning & Management, LLC | 2.11% | Add +34.6% | 33,319 | $7.1M |
| SCS Capital Management LLC | 0.07% | Reduce -0.8% | 33,209 | $7.0M |
| Heck Capital Advisors, LLC | 0.52% | Add +3.6% | 33,208 | $7.0M |
| Vicus Capital | 0.53% | Add +0.5% | 33,036 | $7.0M |
| A4 Wealth Advisors LLC | 6.03% | Add +136.2% | 32,850 | $7.0M |
| Arax Advisory Partners | 0.20% | New | 32,461 | $6.9M |
| Financial Enhancement Group LLC | 0.89% | Reduce -1.6% | 31,734 | $6.9M |
| First Heartland Consultants, Inc. | 0.52% | Add +20.6% | 32,135 | $6.8M |
| PFG Advisors | 0.33% | Add +37.1% | 31,720 | $6.7M |
| Renaissance Technologies | 0.01% | New | 31,700 | $6.7M |
| Pandora Wealth, Inc. | 4.08% | Reduce -0.7% | 31,659 | $6.7M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -50.0% | 31,474 | $6.7M |
| 5T Wealth, LLC | 2.65% | Add +12.5% | 31,317 | $6.6M |
| Sapient Capital LLC | 0.09% | Add +0.1% | 31,014 | $6.6M |
| Equitable Trust Co. | 0.29% | No change | 30,874 | $6.5M |
| Carbahal Olsen Financial Services Group, LLC | 5.02% | Add +0.4% | 30,805 | $6.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.63% | Reduce -1.3% | 30,638 | $6.5M |
| W Advisors, LLC | 3.25% | Add +13.1% | 30,451 | $6.5M |
| Banco Santander, S.A. | 0.05% | Reduce -6.5% | 30,439 | $6.5M |
| SFI Advisors, LLC | 4.12% | Add +0.4% | 30,322 | $6.4M |
| Level Four Advisory Services, LLC | 0.21% | Add +1.6% | 29,952 | $6.4M |
| Alongside, LLC | 2.10% | — | 29,762 | $6.3M |
| Pathway Financial Advisors LLC | 0.79% | Reduce -0.6% | 29,079 | $6.3M |
| HRT Financial LP | 0.02% | Add +0.3% | 29,588 | $6.3M |
| Pacific Financial Group Inc. | 3.47% | Add +2.1% | 29,478 | $6.3M |
| Forte Asset Management LLC | 2.80% | Reduce -1.3% | 29,060 | $6.2M |
| Falcon Wealth Planning | 0.52% | Reduce -0.6% | 28,901 | $6.1M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +54.2% | 28,867 | $6.1M |
| Barnes Wealth Management Group, Inc | 3.27% | Add +32.7% | 28,810 | $6.1M |
| Tortoise Investment Management, LLC | 0.54% | Reduce -5.1% | 28,782 | $6.1M |
| Prospera Financial Services Inc | 0.10% | Add +8.9% | 28,612 | $6.1M |
| Diversify Advisory Services, LLC | 0.19% | Add +31.7% | 27,749 | $6.0M |
| Davis Wealth Advisors, LLC | 5.01% | Add +39.5% | 28,396 | $6.0M |
| Brown Advisory Inc. | 0.01% | Reduce -0.2% | 28,082 | $6.0M |
| Theory Financial LLC | 2.00% | Add +36.0% | 27,279 | $5.9M |
| Verus Capital Partners, LLC | 0.39% | Add +36.7% | 27,563 | $5.8M |
| Edgar Lomax Co. | 0.44% | Add +32.8% | 27,553 | $5.8M |
| Elevation Point Wealth Partners, LLC | 0.28% | New | 27,324 | $5.8M |
| Caliber Wealth Management, LLC / KS | 0.62% | Reduce -2.8% | 27,144 | $5.8M |
| Tilson Financial Group, Inc. | 1.77% | Reduce -1.2% | 27,110 | $5.7M |
| Stenger Family Office, LLC | 1.18% | Reduce -0.0% | 27,050 | $5.7M |
| Founders Grove Wealth Partners, LLC | 1.28% | Reduce -1.5% | 26,811 | $5.7M |
| Nicolet Bankshares Inc. | 0.91% | No change | 26,794 | $5.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -2.0% | 26,792 | $5.7M |
| Efficient Advisors, LLC | 0.33% | Reduce -8.0% | 26,635 | $5.6M |
| Old National Bancorp | 0.09% | Add +0.8% | 26,524 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -24.6% | 26,406 | $5.6M |
| Cornerstone Planning Group LLC | 0.87% | Add +51.6% | 25,820 | $5.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.66% | Add +75.6% | 26,002 | $5.5M |
| Advus Financial Partners, LLC | 1.33% | Add +3.5% | 25,929 | $5.5M |
| Charter Oak Capital Management, LLC | 0.42% | Add +1.0% | 25,706 | $5.5M |
| Retirement Wealth Solutions LLC | 3.42% | Add +36.3% | 25,485 | $5.4M |
| Keystone Financial Group | 0.40% | Add +480.9% | 25,439 | $5.4M |
| Old Mission Investment Co LLC | 1.28% | Reduce -0.1% | 25,258 | $5.4M |
| Yanni & Associates Investment Advisors, LLC | 5.34% | — | 25,172 | $5.3M |
| Clarus Wealth Advisors | 2.21% | Add +0.2% | 24,559 | $5.3M |
| Integrated Advisors Network LLC | 0.23% | Add +6.3% | 24,986 | $5.3M |
| Alpine Bank Wealth Management | 0.75% | No change | 24,944 | $5.3M |
| Diversified Trust Co. | 0.10% | Reduce -6.3% | 24,874 | $5.3M |
| RCS Financial Planning, LLC | 2.26% | Add +50.0% | 24,695 | $5.2M |
| Centurion Wealth Management LLC | 1.15% | Add +24.7% | 24,643 | $5.2M |
| Lighthouse Financial LLC | 3.41% | Reduce -3.2% | 24,585 | $5.2M |
| Quotient Wealth Partners, LLC | 0.14% | Add +4.4% | 24,056 | $5.1M |
| Flagstar Securities, Inc. | 1.70% | Reduce -0.5% | 23,997 | $5.1M |
| Sterling Investment Advisors LLC | 2.46% | Reduce -6.0% | 23,979 | $5.1M |
| Cranbrook Wealth Management, LLC | 0.99% | Reduce -0.5% | 23,752 | $5.0M |
| Investment Partners, LTD. | 1.76% | Add +0.0% | 23,709 | $5.0M |
| Florin Court Capital LLP | 7.00% | Add +24.7% | 23,700 | $5.0M |
| XTX Topco Ltd | 0.13% | New | 23,691 | $5.0M |
| First Trust Advisors LP | 0.00% | Add +4.3% | 23,561 | $5.0M |
| Belpointe Asset Management LLC | 0.18% | Add +7.9% | 23,503 | $5.0M |
| Avestar Capital, LLC | 0.34% | Reduce -1.8% | 23,389 | $5.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.59% | Add +160.3% | 23,249 | $4.9M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +19.9% | 23,170 | $4.9M |
| Resolute Wealth Strategies, LLC | 2.15% | Add +0.0% | 23,169 | $4.9M |
| Calamos Advisors LLC | 0.03% | Add +4.7% | 23,051 | $4.9M |
| Sterling Financial Planning, Inc. | 1.47% | Reduce -0.8% | 22,961 | $4.9M |
| Strategic Blueprint, LLC | 0.29% | Add +5.8% | 22,893 | $4.9M |
| WealthPoint Financial, LLC | 4.18% | — | 22,661 | $4.8M |
| Assetmark, Inc. | 0.01% | Add +30.3% | 22,567 | $4.8M |
| Ascent Wealth Partners, LLC | 0.55% | Add +1.2% | 22,526 | $4.8M |
| Hancock Whitney Corp. | 0.09% | Add +19.1% | 22,454 | $4.8M |
| Leo Wealth, LLC | 0.34% | Add +486.1% | 22,341 | $4.7M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -2.2% | 21,842 | $4.7M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Add +1.2% | 22,238 | $4.7M |
| WealthPLAN Partners, LLC | 0.70% | Add +40.8% | 22,235 | $4.7M |
| Peoples Bank | 2.91% | Reduce -1.2% | 22,137 | $4.7M |
| Chatterton & Associates Inc. | 3.99% | — | 21,945 | $4.7M |
| First Citizens Bank & Trust Co. | 0.10% | Add +31.7% | 21,940 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +11.9% | 21,804 | $4.6M |
| Principal Financial Group Inc. | 0.00% | Add +52.2% | 21,793 | $4.6M |
| Rik Saylor Financial, Inc. | 3.38% | Reduce -2.4% | 21,737 | $4.6M |
| Stordahl Capital Management, Inc. | 0.94% | Reduce -0.7% | 21,578 | $4.6M |
| Guardian Wealth Advisors, LLC | 2.57% | Reduce -9.0% | 21,497 | $4.6M |
| Absolute Capital Management, LLC | 1.66% | Add +140.7% | 21,483 | $4.6M |
| Arcadia Investment Advisors LLC | 2.11% | Reduce -4.6% | 21,356 | $4.5M |
| FFG Retirement Advisors LLC | 2.81% | Add +0.7% | 21,351 | $4.5M |
| Jackson Hole Capital Partners, LLC | 0.77% | Add +2.3% | 21,129 | $4.5M |
| Bush Investment Group, LLC | 2.48% | Add +44.6% | 20,919 | $4.4M |
| Hilltop Wealth Advisors, LLC | 2.22% | Reduce -2.0% | 20,883 | $4.4M |
| Smithfield Trust Co | 0.20% | No change | 20,859 | $4.4M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -12.1% | 20,873 | $4.4M |
| Kickstand Ventures, Llc. | 0.93% | Add +22.1% | 20,873 | $4.4M |
| Magnus Financial Group LLC | 0.34% | Reduce -9.1% | 20,845 | $4.4M |
| Mosley Wealth Management | 2.01% | — | 21,077 | $4.4M |
| Harbor Investment Advisory, LLC | 0.33% | Add +1.4% | 20,592 | $4.4M |
| Hudson Capital Management LLC | 1.13% | Add +4.7% | 20,564 | $4.4M |
| Hopwood Nicholas Hunter | 1.42% | — | 20,552 | $4.4M |
| Commonwealth Retirement Investments LLC | 1.40% | Add +40.4% | 20,521 | $4.4M |
| Southern Capital Advisors, LLC | 2.00% | Add +3.7% | 20,483 | $4.3M |
| First Foundation Advisors | 0.16% | Add +19.6% | 20,439 | $4.3M |
| Blalock Williams, LLC | 3.46% | Add +42.6% | 20,373 | $4.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.08% | Reduce -2.5% | 20,318 | $4.3M |
| Wesbanco Bank Inc. | 0.12% | Reduce -4.5% | 20,303 | $4.3M |
| Mather Group, Llc. | 0.04% | Add +22.9% | 20,226 | $4.3M |
| Florida Trust Wealth Management Co | 0.12% | Add +5.1% | 20,217 | $4.3M |
| Glen Eagle Advisors, LLC | 0.58% | Reduce -4.2% | 20,164 | $4.3M |
| O'Connor Financial Group LLC | 1.69% | Reduce -0.6% | 19,545 | $4.2M |
| MSH Capital Advisors LLC | 0.90% | Add +8.8% | 19,899 | $4.2M |
| Valor Advisors LLC | 3.49% | — | 19,772 | $4.2M |
| Wealth Advisory Solutions, LLC | 0.97% | Reduce -2.3% | 19,659 | $4.2M |
| Morris Financial Concepts, Inc. | 1.46% | Reduce -0.6% | 19,633 | $4.2M |
| Pinnacle Bancorp, Inc. | 1.21% | No change | 19,466 | $4.1M |
| BCU Wealth Advisors, LLC | 1.58% | Add +42.2% | 19,422 | $4.1M |
| Valeo Financial Advisors, LLC | 0.09% | Reduce -0.1% | 19,332 | $4.1M |
| AlphaCore Capital LLC | 0.09% | Add +4.2% | 19,095 | $4.0M |
| Heritage Wealth Advisors | 0.15% | New | 19,058 | $4.0M |
| BTC Capital Management, Inc. | 0.28% | No change | 19,037 | $4.0M |
| Rogco, LP | 1.33% | No change | 18,926 | $4.0M |
| Anson Capital, Inc. | 2.92% | Reduce -6.0% | 18,914 | $4.0M |
| Tiaa Trust, National Association | 0.01% | Add +4.7% | 18,858 | $4.0M |
| Pines Wealth Management, LLC | 1.29% | Add +2.0% | 18,784 | $4.0M |
| Capital Investment Management, Inc. | 1.39% | — | 18,764 | $4.0M |
| Sage Investment Advisers LLC | 2.98% | — | 18,715 | $4.0M |
| Telos Capital Management, Inc. | 0.37% | Reduce -0.7% | 18,614 | $3.9M |
| Bare Financial Services, Inc | 1.09% | Reduce -2.4% | 18,407 | $3.9M |
| Interchange Capital Partners, LLC | 0.71% | Add +18.6% | 18,179 | $3.9M |
| Gemmer Asset Management LLC | 0.30% | Add +11.1% | 18,082 | $3.8M |
| BridgePort Financial Solutions, LLC | 1.03% | Add +26.9% | 18,032 | $3.8M |
| Dorsey & Whitney Trust CO LLC | 0.20% | No change | 17,968 | $3.8M |
| Pinnacle Family Advisors, LLC | 1.68% | Add +0.2% | 17,966 | $3.8M |
| Investment Advisory Group, LLC | 0.98% | Add +0.6% | 17,950 | $3.8M |
| Ritholtz Wealth Management | 0.07% | Reduce -3.6% | 17,945 | $3.8M |
| J.M. Arbour, LLC | 3.78% | — | 17,856 | $3.8M |
| Redwood Investment Management, LLC | 0.42% | Add +22.3% | 17,793 | $3.8M |
| Capital Asset Managemnet, LLC | 4.17% | — | 17,305 | $3.8M |
| Thompson Investment Management, Inc. | 0.47% | Add +2.5% | 17,752 | $3.8M |
| Archer Investment Management, LLC | 2.01% | New | 17,632 | $3.7M |
| Sowell Financial Services LLC | 0.14% | Add +5.4% | 17,519 | $3.7M |
| Oxford Financial Group, LTD. LLC | 0.20% | No change | 17,423 | $3.7M |
| RKL Wealth Management LLC | 0.30% | Reduce -2.7% | 17,385 | $3.7M |
| Curtis Wealth Management LLC | 3.17% | — | 16,785 | $3.6M |
| LifePlan Investment Advisors, Inc. | 1.48% | Add +6.8% | 17,169 | $3.6M |
| PCM Encore, LLC | 0.76% | — | 16,785 | $3.6M |
| Eq LLC | 1.03% | Add +39.8% | 16,784 | $3.6M |
| National Philanthropic Trust | 0.04% | Add +2.0% | 16,753 | $3.6M |
| Vantage Point Financial LLC | 1.27% | Add +101.2% | 16,731 | $3.5M |
| Gray Private Wealth, LLC | 1.73% | Reduce -4.0% | 16,674 | $3.5M |
| Evercore Wealth Management, LLC | 0.05% | Reduce -0.0% | 16,662 | $3.5M |
| SIMA Wealth Partners, LLC | 2.67% | Reduce -2.1% | 16,537 | $3.5M |
| Integrity Advisory Solutions, LLC | 0.50% | Add +55.5% | 16,402 | $3.5M |
| Stegner Investment Associates Inc. | 1.84% | Add +0.3% | 16,304 | $3.5M |
| Western Wealth Management, LLC | 0.16% | Reduce -1.4% | 16,298 | $3.5M |
| Centaurus Financial, Inc. | 0.16% | Add +3.4% | 16,163 | $3.4M |
| IHT Wealth Management, LLC | 0.08% | Reduce -3.2% | 16,066 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -2.9% | 15,974 | $3.4M |
| Independent Financial Group, LLC | 0.08% | Add +4.5% | 15,945 | $3.4M |
| FORM Wealth Advisors, LLC | 0.39% | — | 15,892 | $3.4M |
| SOL Capital Management CO | 0.30% | Add +0.5% | 15,837 | $3.4M |
| Midwest Trust Co | 0.04% | Reduce -2.1% | 15,823 | $3.4M |
| St. Clair Advisors, LLC | 0.86% | No change | 15,669 | $3.3M |
| Summit Investment Advisory Services, LLC | 1.25% | Add +1.7% | 15,657 | $3.3M |
| Forefront Wealth Partners, LLC | 1.57% | Add +19.4% | 15,617 | $3.3M |
| Nolet Wealth Management, LLC | 1.82% | — | 15,425 | $3.3M |
| New Age Alpha Advisors, LLC | 0.14% | Add +28.5% | 15,339 | $3.3M |
| Peregrine Asset Advisers, Inc. | 0.92% | Reduce -1.3% | 15,324 | $3.2M |
| Seneca House Advisors | 1.21% | Add +0.0% | 15,275 | $3.2M |
| Trail Ridge Investment Advisors, LLC | 1.39% | Add +4.0% | 15,249 | $3.2M |
| ORG Partners LLC | 0.57% | Add +81.4% | 15,151 | $3.2M |
| Concorde Asset Management, LLC | 1.28% | Add +20.6% | 15,090 | $3.2M |
| Cadence Bank | 0.19% | Add +0.4% | 15,054 | $3.2M |
| Garde Capital, Inc. | 0.19% | Reduce -8.9% | 15,042 | $3.2M |
| XY Planning Network, Inc. | 0.55% | Add +988.8% | 14,819 | $3.1M |
| Asset Dedication, LLC | 0.20% | Add +20.7% | 14,669 | $3.1M |
| Marin Bay Wealth Advisors, LLC | 1.78% | — | 14,669 | $3.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.67% | Add +174.9% | 14,663 | $3.1M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Add +2.0% | 14,643 | $3.1M |
| Tobias Financial Advisors, Inc. | 0.44% | Reduce -0.0% | 14,579 | $3.1M |
| Daybright Advisory Services, Inc. | 0.82% | — | 14,548 | $3.1M |
| GenWealth Group, Inc. | 0.52% | Reduce -0.1% | 14,187 | $3.1M |
| Gryphon Financial Partners LLC | 0.33% | Add +0.1% | 14,360 | $3.0M |
| Calton & Associates, Inc. | 0.45% | Add +11.7% | 14,356 | $3.0M |
| Sovereign Financial Group, Inc. | 0.54% | Add +42.0% | 14,323 | $3.0M |
| Tudor Investment Corporation | 0.02% | Reduce -3.2% | 14,287 | $3.0M |
| Market Street Wealth Management Advisors LLC | 0.47% | Reduce -0.4% | 14,153 | $3.0M |
| Allstate Corp. | 0.04% | No change | 14,138 | $3.0M |
| Glass Jacobson Investment Advisors llc | 1.07% | Reduce -0.8% | 14,052 | $3.0M |
| Coign Capital Advisors LLC | 1.56% | Add +2.4% | 14,025 | $3.0M |
| SWP Financial LLC | 1.49% | Add +7.3% | 14,002 | $3.0M |
| OpenArc Corporate Advisory, LLC | 0.05% | — | 13,965 | $3.0M |
| Grey Ledge Advisors, LLC | 0.67% | Add +4.1% | 13,900 | $2.9M |
| Truepoint, Inc. | 0.07% | No change | 13,868 | $2.9M |
| Nwam LLC | 0.16% | Reduce -19.0% | 13,559 | $2.9M |
| Clearview Wealth Advisors LLC | 1.86% | Add +38.0% | 13,829 | $2.9M |
| M Holdings Securities, Inc. | 0.21% | New | 13,811 | $2.9M |
| Commonwealth Financial Services, LLC | 0.47% | Add +8.2% | 13,524 | $2.9M |
| PKS Advisory Services, LLC | 0.65% | Add +1.5% | 13,458 | $2.9M |
| Merkkuri Wealth Advisors LLC | 1.93% | Add +33.4% | 13,363 | $2.8M |
| Gables Capital Management Inc. | 1.19% | No change | 13,330 | $2.8M |
| PGIM Custom Harvest LLC | 0.04% | Add +2.1% | 13,282 | $2.8M |
| Brave Asset Management Inc. | 0.66% | Reduce -0.1% | 13,242 | $2.8M |
| Guilbault Capital LLC | 3.14% | — | 13,219 | $2.8M |
| Avior Wealth Management, LLC | 0.09% | Reduce -1.3% | 13,192 | $2.8M |
| Graves Light Lenhart Wealth, Inc. | 0.29% | Add +0.0% | 13,020 | $2.8M |
| Bank of Hawaii | 0.14% | No change | 12,929 | $2.7M |
| WealthTrak Capital Management LLC | 1.96% | Add +48.0% | 12,876 | $2.7M |
| Wellspring Financial Advisors, LLC | 0.22% | Add +6.8% | 12,871 | $2.7M |
| Sutton Place Investors LLC | 1.49% | Add +28.7% | 12,810 | $2.7M |
| Clear Creek Financial Management, LLC | 0.22% | Add +6.3% | 12,798 | $2.7M |
| Ellis Investment Partners, LLC | 0.47% | Reduce -6.3% | 12,709 | $2.7M |
| SeaBridge Investment Advisors LLC | 0.44% | No change | 12,701 | $2.7M |
| Operose Advisors LLC | 0.63% | Add +0.6% | 12,649 | $2.7M |
| Raleigh Capital Management Inc. | 0.97% | Add +36.8% | 12,539 | $2.7M |
| Coldstream Capital Management Inc. | 0.03% | Add +11.9% | 12,496 | $2.7M |
| Venturi Wealth Management, LLC | 0.12% | Add +1.6% | 12,488 | $2.6M |
| Flagship Wealth Advisors, LLC | 0.77% | Add +8.3% | 12,480 | $2.6M |
| Sigma Investment Counselors Inc. | 0.13% | No change | 12,406 | $2.6M |
| Regimen Wealth, LLC | 0.77% | Add +0.5% | 12,394 | $2.6M |
| Town Capital LLC | 2.14% | — | 12,334 | $2.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 12,246 | $2.6M |
| Mill Creek Capital Advisors, LLC | 0.05% | Add +34.9% | 12,233 | $2.6M |
| Sequent Asset Management, LLC | 1.15% | No change | 12,162 | $2.6M |
| Afg Fiduciary Services Limited Partnership | 1.54% | Reduce -6.9% | 12,118 | $2.6M |
| Bridges Investment Management Inc. | 0.03% | Reduce -25.3% | 12,055 | $2.6M |
| Scotia Capital Inc. | 0.01% | Add +0.9% | 12,049 | $2.6M |
| GWN Securities Inc. | 0.52% | Add +17.2% | 12,021 | $2.5M |
| B&D White Capital Company, LLC | 0.30% | No change | 12,020 | $2.5M |
| Great Point Wealth Advisors, LLC | 0.46% | No change | 12,001 | $2.5M |
| WealthBridge Capital Management, LLC | 0.58% | Add +0.6% | 11,930 | $2.5M |
| Transcend Capital Advisors, LLC | 0.20% | Reduce -4.8% | 11,863 | $2.5M |
| Vantus Wealth LLC | 1.85% | — | 11,859 | $2.5M |
| Signal Advisors Wealth, LLC | 0.20% | Add +31.2% | 11,818 | $2.5M |
| Partners Wealth Management, LLC | 2.60% | Reduce -0.8% | 11,737 | $2.5M |
| Alta Wealth Advisors LLC | 0.83% | Add +74.0% | 11,677 | $2.5M |
| TRUE Private Wealth Advisors | 0.25% | Reduce -1.5% | 11,663 | $2.5M |
| Brookwood Investment Group LLC | 0.30% | Add +14.1% | 11,648 | $2.5M |
| Accelerate Investment Advisors LLC | 1.65% | Add +20.5% | 11,566 | $2.5M |
| Bleakley Financial Group, LLC | 0.04% | New | 11,534 | $2.4M |
| Bryn Mawr Trust Advisors, LLC | 0.12% | Add +4.2% | 11,464 | $2.4M |
| Axis Wealth Partners, LLC | 1.34% | Reduce -26.1% | 11,462 | $2.4M |
| AlTi Global, Inc. | 0.05% | No change | 11,453 | $2.4M |
| Councilor Wealth, LLC | 1.14% | Add +0.2% | 11,404 | $2.4M |
| Wealth Dimensions Group, Ltd. | 0.48% | Reduce -2.3% | 11,348 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +107.5% | 11,278 | $2.4M |
| Roble, Belko & Company, Inc | 0.31% | No change | 11,238 | $2.4M |
| Smartleaf Asset Management LLC | 0.09% | Add +3.9% | 11,118 | $2.4M |
| Yukon Wealth Management, Inc. | 1.36% | Add +13.6% | 10,677 | $2.4M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 11,074 | $2.3M |
| Bessemer Group Inc. | 0.00% | Add +16.5% | 10,945 | $2.3M |
| Crestwood Advisors Group, LLC | 0.04% | Add +0.8% | 10,910 | $2.3M |
| GenTrust, LLC | 0.10% | No change | 10,900 | $2.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.26% | No change | 10,893 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +25.6% | 10,861 | $2.3M |
| Fisher Asset Management | 0.00% | Add +14.8% | 10,829 | $2.3M |
| Cassilly Financial Group LLC | 2.03% | — | 10,816 | $2.3M |
| Two West Capital Advisors LLC | 1.33% | Add +53.4% | 10,810 | $2.3M |
| Total Investment Management Inc. | 0.29% | Reduce -1.3% | 10,804 | $2.3M |
| Point72 Asset Management | 0.00% | New | 10,798 | $2.3M |
| MidFirst Bank | 0.18% | — | 10,757 | $2.3M |
| Marietta Wealth Management, LLC | 0.26% | Reduce -0.9% | 10,734 | $2.3M |
| Uptick Partners, LLC | 0.48% | Add +3.4% | 10,689 | $2.3M |
| United Advisor Group, LLC | 0.29% | Add +4.7% | 10,615 | $2.3M |
| Hilltop Holdings Inc. | 0.14% | Add +6.6% | 10,582 | $2.2M |
| Dumont & Blake Investment Advisors LLC | 0.54% | Reduce -2.0% | 10,575 | $2.2M |
| Aptus Capital Advisors, LLC | 0.02% | Add +2.1% | 10,537 | $2.2M |
| Sterling Investment Counsel, LLC | 0.64% | Add +0.0% | 10,480 | $2.2M |
| Fortitude Family Office, LLC | 0.52% | Add +1.0% | 10,399 | $2.2M |
| Whittier Trust Co. | 0.02% | No change | 10,186 | $2.2M |
| Hazlett, Burt & Watson, Inc. | 0.70% | Add +18.5% | 10,303 | $2.2M |
| Able Wealth Management LLC | 0.69% | Add +0.8% | 10,214 | $2.2M |
| Commerce Bank | 0.01% | No change | 10,188 | $2.2M |
| Tranquility Partners, LLC | 0.78% | Reduce -0.4% | 10,179 | $2.2M |
| Transamerica Financial Advisors, LLC | 0.18% | Add +153.0% | 10,166 | $2.2M |
| Insight Advisors, LLC/ PA | 0.33% | Reduce -5.7% | 10,148 | $2.2M |
| CLG LLC | 0.53% | Reduce -12.0% | 10,121 | $2.1M |
| 17 Capital Partners, LLC | 1.11% | Reduce -3.9% | 10,056 | $2.1M |
| Birnam Oak Advisors, LP | 0.49% | No change | 10,000 | $2.1M |
| Atlatl Advisers LLC | 0.81% | Add +76.0% | 9,978 | $2.1M |
| Focused Alpha, LLC | 0.62% | — | 9,977 | $2.1M |
| COFG Advisors, LLC | 0.52% | — | 9,975 | $2.1M |
| Apella Capital, LLC | 0.04% | Add +3.7% | 9,945 | $2.1M |
| Saxony Capital Management, LLC | 1.29% | New | 9,945 | $2.1M |
| Retirement Income Solutions, Inc. | 0.36% | Reduce -8.5% | 9,879 | $2.1M |
| Maripau Wealth Management LLC | 0.96% | Add +35.4% | 9,850 | $2.1M |
| High Point Wealth Management, LLC | 2.00% | — | 9,849 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +32.6% | 9,837 | $2.1M |
| Tsfg, LLC | 0.31% | Reduce -21.7% | 9,767 | $2.1M |
| First Commonwealth Financial Corp | 0.34% | Reduce -2.9% | 9,749 | $2.1M |
| Castle Wealth Management LLC | 0.68% | Reduce -1.7% | 9,707 | $2.1M |
| Nottingham Advisors, Inc. | 0.29% | Reduce -2.5% | 9,696 | $2.1M |
| Beacon Advisors Holdings, LLC | 1.07% | — | 9,623 | $2.0M |
| International Assets Investment Management, LLC | 0.14% | Add +19.0% | 9,547 | $2.0M |
| Sonata Capital Group Inc. | 0.73% | Add +0.2% | 9,544 | $2.0M |
| Hirtle & Co., LLC | 0.08% | Reduce -3.1% | 9,505 | $2.0M |
| Bernardo Wealth Planning LLC | 0.38% | Add +0.5% | 9,495 | $2.0M |
| Neumann Capital Management, LLC | 0.58% | Reduce -1.6% | 9,489 | $2.0M |
| Essex Financial Services, Inc. | 0.11% | Reduce -6.8% | 9,481 | $2.0M |
| Mission Wealth Management, LP | 0.04% | Reduce -0.2% | 9,460 | $2.0M |
| Sonoma Private Wealth LLC | 2.42% | Reduce -4.9% | 9,438 | $2.0M |
| Integrated Wealth Management | 2.25% | — | 9,424 | $2.0M |
| NorthLanding Financial Partners, LLC | 1.60% | Reduce -3.1% | 9,386 | $2.0M |
| Park Place Capital Corp | 0.41% | Reduce -3.0% | 9,361 | $2.0M |
| WBH Advisory Inc. | 0.15% | Add +0.1% | 9,321 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.18% | No change | 9,301 | $2.0M |
| Unify Financial Advisors | 2.06% | — | 9,291 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.12% | No change | 9,237 | $2.0M |
| Crusonia Wealth Advisors LLC | 0.43% | — | 9,142 | $1.9M |
| Capital Square, LLC | 0.99% | Add +0.7% | 9,127 | $1.9M |
| Private Wealth Asset Management, LLC | 0.21% | No change | 9,085 | $1.9M |
| Prosperity Consulting Group, LLC | 0.09% | Add +38.5% | 9,066 | $1.9M |
| Koshinski Asset Management, Inc. | 0.12% | Add +2.8% | 9,058 | $1.9M |
| Laffer Tengler Investments, Inc. | 0.34% | No change | 9,049 | $1.9M |
| Creative Financial Designs Inc. | 0.12% | Add +42.2% | 9,016 | $1.9M |
| HBK Sorce Advisory LLC | 0.04% | Add +6.4% | 8,597 | $1.9M |
| Sachetta, LLC | 1.04% | Reduce -5.5% | 8,938 | $1.9M |
| WESPAC Advisors, LLC | 1.03% | Add +71.3% | 8,921 | $1.9M |
| LaSalle St. Investment Advisors, LLC | 0.30% | Add +18.9% | 8,880 | $1.9M |
| Empirical Asset Management, LLC | 0.53% | Add +3.0% | 8,873 | $1.9M |
| Finley Financial, LLC | 0.86% | Reduce -2.8% | 8,835 | $1.9M |
| Forum Financial Management, LP | 0.02% | Add +5.0% | 8,826 | $1.9M |
| Taylor Financial Group, Inc. | 1.09% | No change | 8,737 | $1.9M |
| Procyon Advisors, LLC | 0.09% | Add +2.3% | 8,734 | $1.9M |
| Hutchens & Kramer Investment Management Group, LLC | 0.64% | Add +20.7% | 8,727 | $1.9M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -20.1% | 8,725 | $1.9M |
| GeoWealth Management, LLC | 0.07% | Reduce -59.1% | 8,707 | $1.8M |
| Mullaney, Keating & Wright, Inc. | 0.97% | Reduce -17.8% | 8,667 | $1.8M |
| Richmond Investment Services, LLC | 0.32% | Add +39.5% | 8,646 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +62.1% | 8,639 | $1.8M |
| Catalina Capital Group, LLC | 1.11% | Add +48.1% | 8,549 | $1.8M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 8,373 | $1.8M |
| Renasant Bank | 1.23% | Reduce -2.3% | 8,534 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.70% | Add +2.3% | 8,521 | $1.8M |
| BigSur Wealth Management LLC | 0.44% | No change | 8,500 | $1.8M |
| AdvisorNet Financial, Inc | 0.10% | Add +3.9% | 8,475 | $1.8M |
| CRA Financial Services, LLC | 0.23% | Add +2.0% | 8,434 | $1.8M |
| Bailard, Inc. | 0.04% | Reduce -7.3% | 8,432 | $1.8M |
| Heritage Financial Services, LLC | 0.15% | No change | 8,411 | $1.8M |
| Durante & Waters, LLC | 1.23% | Reduce -34.6% | 8,344 | $1.8M |
| Braeburn Wealth Management LLC | 0.90% | — | 8,274 | $1.8M |
| Pinnacle Associates Ltd. | 0.02% | Add +0.5% | 8,226 | $1.7M |
| Glenmede Trust Co. NA | 0.01% | — | 8,218 | $1.7M |
| Plum Street Advisors, LLC | 0.62% | Reduce -0.1% | 8,195 | $1.7M |
| Stonebridge Financial Planning Group, LLC | 0.63% | Reduce -1.2% | 8,192 | $1.7M |
| Burkett Financial Services, LLC | 0.59% | Reduce -0.5% | 8,161 | $1.7M |
| Hohimer Wealth Management, LLC | 0.23% | Reduce -3.3% | 8,152 | $1.7M |
| Allstreet Capital Advisors LLC | 1.25% | — | 8,144 | $1.7M |
| Resurgent Financial Advisors LLC | 0.87% | Add +39.0% | 8,137 | $1.7M |
| Discipline Wealth Solutions, LLC | 0.32% | Reduce -20.0% | 8,134 | $1.7M |
| Infinity Wealth Counsel, LLC | 1.57% | Reduce -0.5% | 8,109 | $1.7M |
| Beacon Financial Advisory LLC | 0.40% | Add +35.9% | 8,106 | $1.7M |
| Cary Street Partners Investment Advisory LLC | 0.46% | Add +158.8% | 8,099 | $1.7M |
| Hopwood Financial Services, Inc. | 1.20% | No change | 8,063 | $1.7M |
| Trilogy Capital Inc. | 0.08% | Add +2.6% | 8,023 | $1.7M |
| White Pine Capital LLC | 0.47% | Add +21.5% | 8,000 | $1.7M |
| Glenview Trust Co | 0.03% | Reduce -0.4% | 7,984 | $1.7M |
| Aspire Private Capital, LLC | 0.38% | Add +36.0% | 7,962 | $1.7M |
| Perennial Investment Advisors, LLC | 0.13% | Add +11.7% | 7,957 | $1.7M |
| Rialto Wealth Management, LLC | 0.40% | Reduce -2.0% | 7,933 | $1.7M |
| Eldridge Investment Advisors, Inc. | 0.37% | No change | 7,885 | $1.7M |
| Dentgroup LLC | 1.15% | Reduce -1.2% | 7,875 | $1.7M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -0.7% | 7,869 | $1.7M |
| OMNI 360 Wealth, Inc. | 0.85% | Add +22.4% | 7,675 | $1.7M |
| Semus Wealth Partners LLC | 0.90% | Add +41.7% | 7,839 | $1.7M |
| BIP Wealth, LLC | 0.06% | Add +30.2% | 7,816 | $1.7M |
| Turtle Creek Wealth Advisors, LLC | 0.13% | Reduce -5.1% | 7,799 | $1.7M |
| Elm Partners Management LLC | 0.07% | Add +1.2% | 7,791 | $1.7M |
| Apex Wealth Management, LLC | 1.68% | Reduce -0.1% | 7,595 | $1.7M |
| Wedbush Securities Inc. | 0.05% | Add +31.1% | 7,782 | $1.6M |
| JT Stratford LLC | 0.21% | Add +55.0% | 7,779 | $1.6M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.24% | Add +42.7% | 7,558 | $1.6M |
| Alterna Wealth Management, Inc. | 1.36% | Add +76.0% | 7,704 | $1.6M |
| Nicolet Advisory Services, LLC | 0.11% | No change | 7,520 | $1.6M |
| Lee Financial Co | 0.22% | Reduce -3.1% | 7,695 | $1.6M |
| FWG Investments, LLC. | 1.04% | Add +75.7% | 7,676 | $1.6M |
| Klaas Financial Asset Advisors, LLC | 0.24% | Reduce -1.6% | 7,675 | $1.6M |
| Sound Income Strategies, LLC | 0.08% | Reduce -8.8% | 7,464 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Add +58.7% | 7,594 | $1.6M |
| Traub Capital Management LLC | 1.55% | Reduce -2.3% | 7,590 | $1.6M |
| Bank of Nova Scotia | 0.00% | Add +3.7% | 7,555 | $1.6M |
| Pitcairn Wealth Advisors LLC | 0.14% | — | 7,530 | $1.6M |
| MA Private Wealth | 0.27% | Add +0.4% | 7,528 | $1.6M |
| Strategies Wealth Advisors, LLC | 0.16% | Reduce -0.3% | 7,521 | $1.6M |
| PFG Investments, LLC | 0.08% | Add +7.4% | 7,508 | $1.6M |
| Private Trust Co. NA | 0.14% | Add +11.8% | 7,502 | $1.6M |
| Amara Financial, Llc. | 1.10% | Add +0.5% | 7,480 | $1.6M |
| Awm Capital, LLC | 0.14% | Add +0.2% | 7,465 | $1.6M |
| Tempus Wealth Planning, LLC | 0.36% | Add +35.5% | 7,459 | $1.6M |
| Stephens Inc. | 0.02% | Reduce -22.4% | 7,394 | $1.6M |
| Silver Grove Financial Group, Inc. | 1.35% | No change | 7,562 | $1.6M |
| Kovack Advisors, Inc. | 0.07% | Add +224.9% | 7,336 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +1.9% | 7,329 | $1.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.18% | Reduce -3.0% | 7,317 | $1.6M |
| Vision Retirement, LLC | 0.42% | — | 7,312 | $1.6M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | No change | 7,300 | $1.5M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -2.3% | 7,270 | $1.5M |
| Rathbones Group PLC | 0.01% | Add +0.1% | 7,268 | $1.5M |
| Diversified Portfolios, Inc. | 0.13% | No change | 7,225 | $1.5M |
| Farmers & Merchants Investments Inc. | 0.04% | Reduce -6.5% | 7,193 | $1.5M |
| Cahaba Wealth Management, Inc. | 0.11% | Reduce -4.2% | 7,175 | $1.5M |
| Forum Private Client Group LLC | 0.52% | Add +4.1% | 7,172 | $1.5M |
| Private Wealth Management Group, LLC | 0.41% | Add +4.8% | 7,164 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +223.1% | 7,147 | $1.5M |
| Compound Planning, Inc. | 0.04% | Reduce -14.0% | 7,128 | $1.5M |
| Avantra Family Wealth, Inc. | 1.09% | Reduce -0.4% | 7,109 | $1.5M |
| Catalyst Private Wealth, LLC | 0.66% | No change | 7,074 | $1.5M |
| Arwa LLC | 0.87% | — | 7,028 | $1.5M |
| Pallas Capital Advisors LLC | 0.05% | Add +5.1% | 7,018 | $1.5M |
| South Plains Financial, Inc. | 0.89% | No change | 7,016 | $1.5M |
| Hilltop National Bank | 0.36% | Add +8.7% | 6,997 | $1.5M |
| TrinityBridge Ltd | 0.03% | No change | 6,958 | $1.5M |
| MJT & Associates Financial Advisory Group, Inc. | 1.10% | No change | 6,931 | $1.5M |
| Trust Co. of Toledo NA | 0.14% | No change | 6,886 | $1.5M |
| Mattern Wealth Management LLC | 0.28% | Reduce -2.5% | 6,835 | $1.4M |
| Emergent Wealth Advisors, LLC | 0.81% | Reduce -1.3% | 6,806 | $1.4M |
| World Equity Group, Inc. | 0.40% | Reduce -1.3% | 6,799 | $1.4M |
| Idaho Trust Co | 0.48% | Reduce -3.1% | 6,786 | $1.4M |
| Fonville Wealth Management LLC | 0.29% | Reduce -2.5% | 6,752 | $1.4M |
| RFG Advisory, LLC | 0.03% | Add +7.9% | 6,736 | $1.4M |
| Gotham Asset Management | 0.01% | No change | 6,733 | $1.4M |
| Northland Securities, Inc. | 1.36% | — | 6,654 | $1.4M |
| Mason & Associates, LLC | 0.32% | Reduce -7.7% | 6,614 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +1.4% | 6,569 | $1.4M |
| Journey Strategic Wealth LLC | 0.04% | Add +10.9% | 6,550 | $1.4M |
| King Wealth Management Group | 0.17% | No change | 6,550 | $1.4M |
| LTG Capital LLC | 1.08% | Reduce -3.4% | 6,543 | $1.4M |
| TrueWealth Advisors, LLC | 0.36% | Add +46.0% | 6,539 | $1.4M |
| Lakeridge Wealth Management LLC | 0.63% | Add +2.4% | 6,538 | $1.4M |
| Whitcomb & Hess, Inc. | 0.33% | Add +1.4% | 6,365 | $1.4M |
| Savvy Advisors, Inc. | 0.04% | Add +36.9% | 6,487 | $1.4M |
| Legacy Advisors, LLC | 0.15% | No change | 6,482 | $1.4M |
| Westmount Partners, LLC | 0.34% | Add +1.1% | 6,482 | $1.4M |
| Fairscale Capital, LLC | 0.91% | Reduce -3.0% | 6,476 | $1.4M |
| Golden State Wealth Management, LLC | 0.14% | Add +49.5% | 6,473 | $1.4M |
| Greenwood Gearhart LLC | 0.07% | Reduce -1.6% | 6,400 | $1.4M |
| BBR Partners, LLC | 0.07% | No change | 6,352 | $1.3M |
| Rothschild Investment LLC | 0.07% | Reduce -2.7% | 6,335 | $1.3M |
| Legacy Wealth Partners, LLC | 0.35% | — | 6,335 | $1.3M |
| Corundum Group, Inc. | 0.45% | Add +5.9% | 6,320 | $1.3M |
| VestGen Investment Management | 0.74% | Add +27.0% | 6,301 | $1.3M |
| DBK Financial Counsel, LLC | 1.02% | No change | 6,272 | $1.3M |
| Lifeworks Advisors, LLC | 0.17% | Add +50.5% | 6,271 | $1.3M |
| Midland Wealth Advisors, LLC | 0.07% | Reduce -2.3% | 6,260 | $1.3M |
| Crescent Grove Advisors, LLC | 0.13% | Reduce -1.2% | 6,255 | $1.3M |
| Conning Inc. | 0.05% | No change | 6,227 | $1.3M |
| Laurel Wealth Advisors LLC | 0.17% | Reduce -0.7% | 6,167 | $1.3M |
| Krilogy Financial LLC | 0.04% | Reduce -1.7% | 6,006 | $1.3M |
| Cadinha & Co. LLC | 0.20% | No change | 6,142 | $1.3M |
| Professional Financial Advisors, LLC | 0.26% | Reduce -2.2% | 6,113 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.9% | 6,103 | $1.3M |
| TCTC Holdings, LLC | 0.04% | Add +417.4% | 6,080 | $1.3M |
| Wealthgarden F.S. LLC | 0.85% | Add +72.2% | 5,935 | $1.3M |
| Barnes Dennig Private Wealth Management LLC | 1.29% | Add +33.1% | 6,058 | $1.3M |
| Fiduciary Alliance LLC | 0.08% | Add +1.7% | 6,048 | $1.3M |
| Sendero Wealth Management, LLC | 0.14% | Add +0.1% | 6,040 | $1.3M |
| First Horizon Corp. | 0.06% | Add +0.6% | 6,035 | $1.3M |
| Montecito Bank & Trust | 0.20% | Add +1.4% | 6,033 | $1.3M |
| Wealth Effects LLC | 0.40% | Add +0.5% | 6,012 | $1.3M |
| First National Bank of Omaha | 0.04% | New | 5,960 | $1.3M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.29% | Reduce -17.6% | 5,992 | $1.3M |
| Vanguard Group Inc. | 0.00% | Add +0.9% | 5,949 | $1.3M |
| Windward Private Wealth Management Inc. | 0.43% | No change | 5,900 | $1.3M |
| JSF Financial, LLC | 0.26% | Reduce -2.1% | 5,850 | $1.2M |
| Massachusetts Financial Services Co. | 0.00% | Add +269.0% | 5,823 | $1.2M |
| Tarbox Family Office, Inc. | 0.20% | No change | 5,799 | $1.2M |
| GatePass Capital, LLC | 0.64% | New | 5,786 | $1.2M |
| MN Wealth Advisors, LLC | 0.62% | Add +35.7% | 5,777 | $1.2M |
| Venture Visionary Partners LLC | 0.04% | Reduce -4.7% | 5,748 | $1.2M |
| Boston Family Office LLC | 0.08% | No change | 5,743 | $1.2M |
| HighMark Wealth Management LLC | 0.50% | Reduce -0.5% | 5,736 | $1.2M |
| SOA Wealth Advisors, LLC. | 0.20% | Reduce -15.0% | 5,716 | $1.2M |
| Opal Wealth Advisors, LLC | 0.31% | Add +13.4% | 5,692 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -32.9% | 5,650 | $1.2M |
| Newport Capital Group, LLC | 0.73% | Add +6.5% | 5,640 | $1.2M |
| Argent Trust Co | 0.04% | Add +56.7% | 5,637 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Reduce -1.5% | 5,622 | $1.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 0.97% | No change | 5,581 | $1.2M |
| Chapin Davis, Inc. | 0.28% | Add +0.0% | 5,578 | $1.2M |
| Beacon Financial Group | 0.12% | Add +10.6% | 5,545 | $1.2M |
| Wedmont Private Capital | 0.04% | Reduce -1.0% | 5,462 | $1.2M |
| Lodestar Private Asset Management LLC | 0.12% | Reduce -0.7% | 5,501 | $1.2M |
| Breachway Investments LLC | 1.23% | — | 5,500 | $1.2M |
| Xcelsior Advisor Partners LLC | 0.57% | — | 5,487 | $1.2M |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 5,474 | $1.2M |
| Continuum Advisory, LLC | 0.12% | Add +25.3% | 5,446 | $1.2M |
| Certified Advisory Corp | 0.11% | Reduce -0.4% | 5,441 | $1.2M |
| Seven Mile Advisory | 0.20% | Reduce -36.7% | 5,397 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.13% | Reduce -0.0% | 5,380 | $1.1M |
| Towerpoint Wealth, LLC | 0.45% | Add +0.1% | 5,372 | $1.1M |
| Quadrant Capital Group LLC | 0.03% | No change | 5,345 | $1.1M |
| Partners Capital Investment Group, LLP | 0.04% | Add +22.3% | 5,332 | $1.1M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 5,326 | $1.1M |
| Michels Family Financial, LLC | 0.83% | Reduce -0.2% | 5,319 | $1.1M |
| Monograph Wealth Advisors, LLC | 0.11% | No change | 5,315 | $1.1M |
| Canopy Partners, LLC | 0.37% | No change | 5,296 | $1.1M |
| Azimuth Capital Investment Management LLC | 0.04% | Reduce -3.7% | 5,288 | $1.1M |
| Fortis Capital Advisors, LLC | 0.17% | Add +17.7% | 5,287 | $1.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.25% | Add +12.6% | 5,244 | $1.1M |
| Gilliland Jeter Wealth Management LLC | 0.34% | Add +47.5% | 5,266 | $1.1M |
| PACK Private Wealth, LLC | 0.51% | No change | 5,256 | $1.1M |
| Zhang Financial LLC | 0.04% | Reduce -11.8% | 5,249 | $1.1M |
| Evensky & Katz LLC | 0.06% | Add +0.5% | 5,237 | $1.1M |
| Kennedy Investment Group, Inc. | 0.42% | Reduce -19.6% | 5,221 | $1.1M |
| AMG National Trust Bank | 0.03% | Reduce -19.4% | 5,216 | $1.1M |
| Blue Capital, Inc. | 0.79% | Add +71.6% | 5,213 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.71% | No change | 5,209 | $1.1M |
| Bearing Point Capital, LLC | 0.17% | No change | 5,197 | $1.1M |
| New England Private Wealth Advisors LLC | 0.14% | Add +0.2% | 5,178 | $1.1M |
| Decker Wealth Management LLC | 0.24% | — | 5,168 | $1.1M |
| Bison Wealth, LLC | 0.12% | Reduce -26.4% | 5,274 | $1.1M |
| Lloyd Advisory Services, LLC. | 0.42% | Add +58.9% | 5,158 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +0.4% | 5,108 | $1.1M |
| NewEdge Wealth, LLC | 0.01% | Add +15.0% | 5,096 | $1.1M |
| Joel Isaacson & Co., LLC | 0.04% | Add +2.4% | 5,092 | $1.1M |
| Blue Zone Wealth Advisors, LLC | 0.21% | Add +102.0% | 5,079 | $1.1M |
| Legacy Capital Group California, Inc. | 0.26% | Add +21.1% | 5,061 | $1.1M |
| Milestone Asset Management Group, LLC | 0.60% | Add +10.6% | 5,052 | $1.1M |
| Pennsylvania Capital Management Inc. | 0.29% | No change | 5,037 | $1.1M |
| Talisman Wealth Advisors LLC | 0.83% | Add +71.7% | 5,008 | $1.1M |
| Marino, Stram & Associates LLC | 0.19% | Reduce -0.9% | 5,019 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +24.9% | 5,010 | $1.1M |
| Waldron Private Wealth LLC | 0.04% | No change | 5,002 | $1.1M |
| Noble Family Wealth, LLC | 0.22% | No change | 5,000 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +4.0% | 5,000 | $1.1M |
| BDFS Capital LLC | 0.53% | — | 4,992 | $1.1M |
| Advisors Capital Management, LLC | 0.01% | Add +29.2% | 4,990 | $1.1M |
| Asempa Wealth Advisors | 0.91% | — | 4,967 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | Add +0.4% | 4,818 | $1.0M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 4,753 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +67.4% | 4,778 | $1.0M |
| Gallagher Capital Advisors, LLC | 0.65% | Add +0.5% | 4,773 | $1.0M |
| Tidemark, LLC | 0.29% | Reduce -93.8% | 4,762 | $1.0M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -1.8% | 4,760 | $1.0M |
| Fulcrum Equity Management | 0.96% | Add +44.0% | 4,747 | $1.0M |
| Provenance Wealth Advisors, LLC | 0.11% | No change | 4,727 | $1.0M |
| Parkway Wealth Management Group, LLC | 0.13% | — | 4,702 | $997K |
| Iams Wealth Management, LLC | 0.36% | Add +2.7% | 4,677 | $992K |
| Integrated Investment Consultants, LLC | 0.19% | Reduce -12.2% | 4,659 | $988K |
| Guardian Financial Partners, LLC | 0.42% | Add +16.2% | 4,647 | $985K |
| Curi Capital, LLC | 0.02% | Reduce -37.3% | 4,613 | $978K |
| Aegis Wealth Management, Inc. | 0.77% | — | 4,610 | $978K |
| Fidelis Capital Partners, LLC | 0.07% | No change | 4,584 | $972K |
| FSM Wealth Advisors, LLC | 0.13% | No change | 4,584 | $972K |
| Berman McAleer LLC | 0.13% | Reduce -43.3% | 4,582 | $972K |
| Facet Wealth, Inc. | 0.02% | Add +31.0% | 4,489 | $971K |
| Tactive Advisors, LLC | 0.28% | Reduce -8.8% | 4,541 | $963K |
| Matrix Private Capital Group LLC | 0.49% | No change | 4,539 | $963K |
| Atlantic Edge Private Wealth Management, LLC | 0.24% | No change | 4,538 | $962K |
| Yousif Capital Management, LLC | 0.01% | New | 4,493 | $960K |
| Moss Adams Wealth Advisors LLC | 0.07% | No change | 4,525 | $960K |
| Benjamin Edwards Inc. | 0.01% | Add +249.5% | 4,515 | $958K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -5.0% | 4,515 | $957K |
| MKT Advisors LLC | 0.33% | No change | 4,450 | $956K |
| SB Capital Management Inc | 0.35% | — | 4,494 | $953K |
| McGlone Suttner Wealth Management, Inc. | 0.13% | No change | 4,472 | $948K |
| Spectrum Planning & Advisory Services Inc. | 0.49% | Add +2.1% | 4,457 | $945K |
| N.E.W. Advisory Services LLC | 0.07% | No change | 4,438 | $941K |
| Ballentine Partners, LLC | 0.01% | Reduce -18.4% | 4,424 | $938K |
| Founders Financial Securities LLC | 0.06% | Add +47.3% | 4,415 | $936K |
| MBA Advisors LLC | 0.38% | Add +2.1% | 4,397 | $932K |
| Cape Investment Advisory, Inc. | 0.28% | Add +71.1% | 4,366 | $926K |
| S&co Inc. | 0.06% | No change | 4,350 | $922K |
| Aspiriant, LLC | 0.03% | Add +2.4% | 4,327 | $918K |
| QRG Capital Management, Inc. | 0.01% | Add +94.0% | 4,303 | $913K |
| LongView Wealth Management | 0.22% | Add +125.2% | 4,199 | $912K |
| Cooper Financial Group | 0.10% | Reduce -6.2% | 4,294 | $911K |
| Summit Asset Management, LLC | 0.13% | Reduce -3.0% | 4,291 | $910K |
| Deutsche Bank AG | 0.00% | Add +117.6% | 4,287 | $909K |
| EFG International AG | 0.02% | — | 4,282 | $908K |
| Glassman Wealth Services | 0.12% | No change | 4,274 | $906K |
| Inspirion Wealth Advisors, LLC | 0.11% | Reduce -0.0% | 4,256 | $903K |
| SouthState Bank Corp | 0.04% | Reduce -4.5% | 4,256 | $903K |
| Flagship Private Wealth, LLC | 0.35% | Add +1.1% | 4,250 | $901K |
| CENTRAL TRUST Co | 0.02% | Reduce -2.1% | 4,210 | $893K |
| Fiduciary Trust Co | 0.01% | Reduce -35.5% | 4,193 | $889K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -1.9% | 4,182 | $887K |
| Cibc World Market Inc. | 0.00% | Add +31.2% | 4,180 | $886K |
| Capital Advisors Inc. | 0.01% | No change | 4,150 | $880K |
| Eastern Bank | 0.02% | Add +3.9% | 4,148 | $880K |
| Caprock Group, LLC | 0.02% | Reduce -2.7% | 4,138 | $878K |
| Eagle Strategies LLC | 0.11% | Reduce -0.6% | 4,134 | $877K |
| Americana Partners, LLC | 0.02% | Reduce -0.4% | 4,121 | $874K |
| Carl P. Sherr & Co., LLC | 0.39% | Reduce -4.7% | 4,018 | $873K |
| Insigneo Advisory Services, LLC | 0.06% | Add +16.5% | 4,101 | $870K |
| Oregon Pacific Wealth Management, LLC | 0.89% | Add +64.0% | 4,079 | $865K |
| Clientfirst Wealth Management, LLC | 0.69% | No change | 4,066 | $862K |
| Donaldson Capital Management, LLC | 0.03% | Reduce -0.4% | 4,056 | $860K |
| Gallacher Capital Management LLC | 0.33% | Add +30.8% | 4,032 | $855K |
| HUB Investment Partners, LLC | 0.02% | Reduce -11.8% | 4,020 | $853K |
| HighPoint Advisor Group LLC | 0.02% | New | 4,014 | $851K |
| Milestones Private Investment Advisors LLC | 0.58% | No change | 3,995 | $847K |
| Moors & Cabot, Inc. | 0.04% | Add +5.5% | 3,965 | $841K |
| Pacific Point Advisors, LLC | 0.45% | No change | 3,964 | $841K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -14.1% | 3,959 | $840K |
| Central Pacific Bank - Trust Division | 0.11% | Add +87.6% | 3,952 | $838K |
| HSBC Holdings PLC | 0.00% | No change | 3,950 | $838K |
| Capital Planning Advisors, LLC | 0.11% | No change | 3,928 | $833K |
| Veracity Capital LLC | 0.25% | Add +2.8% | 3,906 | $828K |
| Catalyst Financial Partners LLC | 0.09% | Add +3.6% | 3,898 | $827K |
| Embree Financial Group | 0.10% | Add +0.2% | 3,897 | $826K |
| Compass Financial Group, Inc. (Ohio) | 0.60% | — | 3,896 | $826K |
| Watershed Private Wealth LLC | 0.25% | No change | 3,895 | $826K |
| Dimension Capital Management LLC | 0.12% | No change | 3,873 | $821K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | Add +7.9% | 3,865 | $820K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -1.4% | 3,861 | $819K |
| Oxinas Partners, LLC | 0.39% | Reduce -51.8% | 3,857 | $818K |
| IPG Investment Advisors LLC | 0.14% | Reduce -1.4% | 3,843 | $815K |
| Thomasville National Bank | 0.05% | Reduce -7.8% | 3,825 | $811K |
| Blankinship & Foster, LLC | 0.18% | Reduce -0.6% | 3,824 | $811K |
| Wick Capital Partners, LLC | 0.15% | Reduce -1.2% | 3,820 | $810K |
| JMG Financial Group, Ltd. | 0.02% | Reduce -2.5% | 3,783 | $802K |
| Latitude Advisors, LLC | 0.35% | Add +36.9% | 3,783 | $802K |
| Novak & Powell Financial Services, Inc. | 0.42% | Add +0.0% | 3,778 | $801K |
| Activest Wealth Management | 0.15% | Add +71.3% | 3,769 | $799K |
| Legacy Edge Advisors, LLC | 0.09% | Add +30.7% | 3,729 | $791K |
| Birch Hill Investment Advisors LLC | 0.03% | Reduce -13.9% | 3,723 | $790K |
| NBT Bank, N.A. | 0.05% | Add +0.1% | 3,861 | $789K |
| Arcadia Wealth Management, LLC | 0.29% | Add +16.8% | 3,718 | $789K |
| Boston Partners | 0.00% | New | 3,707 | $786K |
| Community Bank, N.A. | 0.09% | No change | 3,694 | $783K |
| Lee, Kelleher & Klein Wealth Management | 0.46% | No change | 3,647 | $773K |
| Fortress Financial Group, LLC | 0.57% | No change | 3,646 | $773K |
| Arsenal Capital Advisors LLC | 0.55% | — | 3,646 | $773K |
| Clarity Capital Advisors, LLC | 0.39% | No change | 3,639 | $772K |
| CVA Family Office, LLC | 0.09% | No change | 3,627 | $769K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -2.0% | 3,597 | $763K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -2.3% | 3,592 | $762K |
| Camden National Bank | 0.10% | No change | 3,566 | $756K |
| Geometric Wealth Advisors | 0.10% | No change | 3,565 | $756K |
| Anderson Hoagland & Co. | 0.07% | No change | 3,565 | $756K |
| New Republic Capital, LLC | 0.20% | Add +76.2% | 3,560 | $755K |
| PUREfi Wealth, LLC | 0.58% | Add +37.0% | 3,552 | $753K |
| BAM Wealth Management, LLC | 0.54% | Add +25.6% | 3,546 | $752K |
| Quantum Portfolio Management LLC | 0.33% | Reduce -62.8% | 3,538 | $750K |
| Indivisible Partners | 0.08% | — | 3,537 | $750K |
| Flputnam Investment Management Co. | 0.01% | Add +31.0% | 3,530 | $749K |
| KRM Wealth Management L.L.C. | 0.40% | — | 3,480 | $738K |
| Helium Advisors LLC | 0.75% | Reduce -29.3% | 3,480 | $738K |
| Millington Financial Advisors, LLC | 0.33% | Add +63.9% | 3,323 | $738K |
| Ascentis Independent Advisors | 0.12% | Add +4.5% | 3,476 | $737K |
| VERITY Wealth Advisors | 0.45% | New | 3,452 | $732K |
| Seros Financial, LLC | 0.43% | Reduce -1.4% | 3,448 | $731K |
| Norden Group LLC | 0.07% | No change | 3,435 | $728K |
| Jackson, Grant Investment Advisers, Inc. | 0.24% | Reduce -1.1% | 3,429 | $727K |
| Riverbend Wealth Management, LLC | 0.46% | Add +2.7% | 3,426 | $727K |
| Kelman-Lazarov, Inc. | 0.10% | Reduce -9.6% | 3,419 | $725K |
| Middleton & Co. Inc. | 0.08% | Add +0.6% | 3,400 | $721K |
| American Trust | 0.06% | Reduce -21.4% | 3,382 | $717K |
| NorthCoast Asset Management LLC | 0.02% | Reduce -99.5% | 3,379 | $717K |
| C2C Wealth Management, LLC | 0.60% | No change | 3,376 | $716K |
| Ballast Rock Private Wealth LLC | 0.45% | — | 3,376 | $716K |
| Quattro Financial Advisors LLC | 0.21% | No change | 3,362 | $713K |
| Key Financial Inc | 0.13% | Add +3.8% | 3,344 | $709K |
| Magnolia Capital Management Ltd. | 0.53% | Reduce -24.6% | 3,345 | $709K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +8.7% | 3,342 | $709K |
| EPG Wealth Management LLC | 0.19% | Add +0.5% | 3,342 | $709K |
| Financial Partners Group, Inc | 0.08% | Reduce -3.9% | 3,244 | $705K |
| Spinnaker Investment Group, LLC | 0.13% | Add +50.9% | 3,320 | $704K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -0.4% | 3,316 | $703K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 3,304 | $701K |
| Members Wealth LLC | 0.44% | Reduce -25.0% | 3,224 | $700K |
| Capstone Wealth Management Group, LLC | 0.29% | No change | 3,290 | $698K |
| Integrity Wealth Solutions LLC | 0.28% | Add +2.0% | 3,284 | $697K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.9% | 3,282 | $696K |
| Pinnacle Financial Group, LLC / IL | 0.20% | Add +0.0% | 3,261 | $691K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -0.2% | 3,260 | $691K |
| Shulman DeMeo Asset Management LLC | 0.16% | Add +0.4% | 3,248 | $689K |
| Apollon Financial, LLC | 0.10% | Add +51.2% | 3,248 | $689K |
| Morton Capital Management LLC | 0.10% | Add +10.6% | 3,225 | $684K |
| Arq Wealth Advisors, LLC | 0.18% | Reduce -2.6% | 3,206 | $680K |
| Edgemoor Investment Advisors, Inc. | 0.05% | No change | 3,193 | $677K |
| Essex Bank | 0.15% | No change | 3,191 | $677K |
| ASL Financial, LLC | 0.53% | — | 3,172 | $673K |
| Strategic Equity Management | 0.23% | Add +15.7% | 3,171 | $672K |
| Quadcap Wealth Management, LLC | 0.08% | Reduce -0.1% | 3,170 | $672K |
| Evergreen Private Wealth LLC | 0.26% | Add +1.8% | 3,167 | $672K |
| Atlanta Consulting Group Advisors, LLC | 0.15% | No change | 3,167 | $672K |
| Chilton Investment Co. Inc. | 0.01% | No change | 3,163 | $671K |
| GM Advisory Group, LLC | 0.03% | Add +56.8% | 3,153 | $669K |
| Independent Wealth Network Inc. | 0.20% | Add +8.1% | 3,137 | $665K |
| Foundation Wealth Management, LLC\PA | 0.24% | No change | 3,114 | $660K |
| Camelot Technology Advisors, Inc. | 0.50% | Add +0.4% | 3,103 | $658K |
| Tempo Wealth, LLC | 0.12% | — | 3,098 | $657K |
| Harvest Investment Services, LLC | 0.12% | Add +46.4% | 3,062 | $649K |
| FLP Wealth Management, LLC | 1.53% | Add +63.4% | 3,052 | $647K |
| Royal Fund Management, LLC | 0.06% | New | 3,041 | $645K |
| Signaturefd, LLC | 0.01% | Add +45.5% | 3,040 | $645K |
| Cornell Pochily Investment Advisors, Inc. | 0.19% | No change | 3,022 | $641K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -72.1% | 3,016 | $640K |
| Lockerman Financial Group, Inc. | 1.23% | Add +75.4% | 3,013 | $639K |
| Guardian Asset Advisors, LLC | 0.33% | No change | 3,009 | $638K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +33.4% | 2,996 | $635K |
| Integrated Capital Management, LLC | 0.27% | Add +0.5% | 2,990 | $634K |
| Cardiff Park Advisors, LLC | 0.05% | No change | 2,973 | $630K |
| Disciplined Investments, LLC | 0.24% | No change | 2,955 | $627K |
| Oxler Private Wealth LLC | 0.18% | Add +0.3% | 2,948 | $625K |
| Valpey Financial Services, LLC | 0.40% | Reduce -0.3% | 2,939 | $623K |
| Spirepoint Private Client, LLC | 0.06% | New | 2,925 | $620K |
| Capital Squared Financial LLC | 0.48% | Add +4.5% | 2,917 | $619K |
| Index Technologies Group LLC | 0.65% | — | 2,912 | $618K |
| Russell Investments Group, Ltd. | 0.00% | Add +22.1% | 2,896 | $614K |
| Keel Point, LLC | 0.04% | New | 2,887 | $612K |
| Claro Advisors Inc. | 0.08% | Add +1.6% | 2,870 | $609K |
| Quent Capital, LLC | 0.04% | Add +4.3% | 2,858 | $606K |
| Johnson Financial Group, Inc. | 0.02% | No change | 2,850 | $604K |
| Madison Wealth Partners, Inc | 0.11% | Add +161.1% | 2,838 | $602K |
| 1ST Source Bank | 0.03% | Reduce -41.8% | 2,835 | $601K |
| Atlas Brown,Inc. | 0.18% | Add +9.4% | 2,805 | $595K |
| Stockman Wealth Management, Inc. | 0.07% | No change | 2,800 | $594K |
| Postrock Partners LLC | 0.25% | No change | 2,765 | $586K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | No change | 2,763 | $586K |
| Spinnaker Trust | 0.03% | Reduce -2.1% | 2,757 | $585K |
| Bellwether Advisors, LLC | 0.09% | Add +26.8% | 2,755 | $584K |
| Lynch & Associates | 0.11% | Reduce -9.9% | 2,750 | $583K |
| Element Pointe Advisors, LLC | 0.11% | Add +12.3% | 2,740 | $581K |
| GDS Wealth Management | 0.04% | Add +5.0% | 2,735 | $580K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,721 | $577K |
| Elevation Wealth Management LLC | 0.55% | — | 2,719 | $577K |
| KERR FINANCIAL PLANNING Corp | 0.78% | Add +17.8% | 2,626 | $576K |
| CWS Financial Advisors, LLC | 0.16% | Add +0.1% | 2,703 | $573K |
| Coordinated Financial Services, Inc. | 0.33% | Add +13.2% | 2,701 | $573K |
| Haverford Trust Co | 0.01% | Add +9.7% | 2,691 | $571K |
| Robinson Smith Wealth Advisors LLC | 0.39% | No change | 2,689 | $570K |
| Fulton Breakefield Broenniman LLC | 0.04% | Add +3.6% | 2,679 | $568K |
| Prasad Wealth Partners, LLC | 0.15% | Add +0.5% | 2,677 | $568K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +7.5% | 2,653 | $563K |
| TCV Trust & Wealth Management, Inc. | 0.05% | No change | 2,638 | $559K |
| Strategy Asset Managers LLC | 0.09% | New | 2,637 | $559K |
| Elevated Capital Advisors, LLC | 0.13% | Reduce -1.6% | 2,626 | $557K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -1.4% | 2,624 | $556K |
| Fiscal Wisdom Wealth Management, LLC | 0.52% | Add +84.3% | 2,615 | $555K |
| Edgestream Partners, L.P. | 0.02% | New | 2,614 | $554K |
| CGN Advisors LLC | 0.04% | No change | 2,611 | $554K |
| Welch & Forbes LLC | 0.01% | No change | 2,600 | $551K |
| Empower Advisory Group, LLC | 0.00% | Add +30.4% | 2,596 | $551K |
| Independent Advisor Alliance | 0.01% | Add +3.7% | 2,592 | $550K |
| Capital Investment Advisors, LLC | 0.01% | Add +5.8% | 2,590 | $549K |
| Washington Trust Bank | 0.04% | Add +50.6% | 2,589 | $549K |
| Investment Research & Advisory Group, Inc. | 0.18% | Add +0.5% | 2,579 | $547K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +697.5% | 2,576 | $546K |
| Meeder Advisory Services, Inc. | 0.02% | New | 2,532 | $537K |
| Gradient Capital Advisors, LLC | 0.14% | Reduce -2.6% | 2,523 | $535K |
| Stirlingshire Investments, Inc. | 0.47% | — | 2,514 | $533K |
| Quartz Partners, LLC | 0.20% | Add +46.4% | 2,504 | $531K |
| High Net Worth Advisory Group LLC | 0.12% | No change | 2,500 | $530K |
| Ballentine Capital Advisors, Inc | 0.22% | Reduce -12.0% | 2,493 | $529K |
| Stone Summit Wealth LLC | 0.14% | Reduce -0.3% | 2,482 | $526K |
| Alexander Randolph Advisory, Inc. | 0.44% | Add +44.0% | 2,476 | $525K |
| Stage Harbor Financial, LLC | 0.35% | No change | 2,460 | $522K |
| SkyOak Wealth, LLC | 0.09% | Reduce -0.1% | 2,458 | $521K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -1.3% | 2,445 | $519K |
| 4J Wealth Management LLC | 0.30% | Reduce -0.6% | 2,439 | $517K |
| Ritter Daniher Financial Advisory LLC / DE | 0.09% | No change | 2,424 | $514K |
| Crewe Advisors LLC | 0.05% | Add +99.4% | 2,419 | $513K |
| Okabena Investment Services Inc. | 0.10% | No change | 2,400 | $509K |
| LJI Wealth Management, LLC | 0.08% | Add +32.6% | 2,398 | $509K |
| Clear Investment Research, LLC | 0.84% | Reduce -45.8% | 2,382 | $505K |
| Curbstone Financial Management Corp | 0.10% | Reduce -13.1% | 2,374 | $503K |
| Sage Mountain Advisors LLC | 0.03% | No change | 2,373 | $503K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -3.3% | 2,371 | $503K |
| First National Trust Co | 0.02% | No change | 2,359 | $500K |
| Verdence Capital Advisors LLC | 0.03% | Add +122.8% | 2,355 | $500K |
| Hara Capital LLC | 0.28% | No change | 2,335 | $495K |
| VSM Wealth Advisory, LLC | 0.15% | Add +0.2% | 2,327 | $493K |
| Journey Advisory Group, LLC | 0.04% | Reduce -1.0% | 2,325 | $493K |
| 71 West Capital Partners | 0.02% | — | 2,324 | $493K |
| Wagner Wealth Management, Corp | 0.48% | — | 2,316 | $491K |
| Macroview Investment Management LLC | 0.34% | Add +3.4% | 2,314 | $491K |
| Aureum Wealth Management, LLC | 0.45% | — | 2,305 | $489K |
| GEN Financial Management, INC. | 0.31% | No change | 2,294 | $486K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +2.0% | 2,290 | $486K |
| Visionary Wealth Advisors | 0.02% | Reduce -1.5% | 2,279 | $483K |
| Potentia Wealth | 0.18% | Reduce -7.6% | 2,273 | $482K |
| Koesten, Hirschmann & Crabtree, INC. | 0.24% | No change | 2,255 | $478K |
| Vident Advisory, LLC | 0.00% | Reduce -27.9% | 2,254 | $478K |
| Canandaigua National Bank & Trust Co. | 0.04% | Reduce -6.7% | 2,253 | $478K |
| Aurora Private Wealth, Inc. | 0.31% | — | 2,250 | $477K |
| Rainey & Randall Wealth Advisors Inc. | 0.08% | Add +0.8% | 2,243 | $476K |
| Meramec Financial Planners, LLC | 0.19% | — | 2,139 | $475K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 2,233 | $474K |
| GreatBanc Trust CO | 0.33% | No change | 2,225 | $472K |
| Beverly Hills Private Wealth, LLC | 0.08% | Add +40.8% | 2,220 | $471K |
| Hyundai Investments Co., Ltd. | 0.46% | New | 2,200 | $470K |
| First Western Trust Bank | 0.02% | No change | 2,206 | $468K |
| Carnegie Investment Counsel | 0.01% | Reduce -38.0% | 2,202 | $467K |
| Busey Bank | 0.01% | Reduce -8.9% | 2,201 | $467K |
| Keystone Wealth Services, LLC | 0.10% | New | 2,195 | $466K |
| Exit Wealth Advisors, LLC. | 0.27% | Reduce -18.4% | 2,193 | $465K |
| Clayton Financial Group LLC | 0.24% | No change | 2,190 | $464K |
| Kingdom Financial Group LLC. | 0.14% | New | 2,183 | $463K |
| Aviso Wealth Management | 0.19% | Add +1.8% | 2,182 | $463K |
| Colorado Capital Management, Inc. | 0.17% | Add +2.0% | 2,177 | $462K |
| IFG Advisors, LLC | 0.08% | Add +0.1% | 2,178 | $462K |
| Fairvoy Private Wealth, LLC | 0.10% | Reduce -1.1% | 2,174 | $461K |
| NTV Asset Management LLC | 0.05% | Reduce -0.4% | 2,165 | $459K |
| Samalin Investment Counsel, LLC | 0.16% | Add +78.7% | 2,159 | $458K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +30.6% | 2,149 | $456K |
| HCR Wealth Advisors | 0.04% | Reduce -0.6% | 2,131 | $452K |
| Fiducient Advisors LLC | 0.06% | Reduce -2.2% | 2,125 | $451K |
| Baker Tilly Wealth Management, LLC | 0.11% | Add +47.1% | 2,120 | $450K |
| National Bank of Canada | 0.00% | Add +15.1% | 2,118 | $449K |
| Cabot Wealth Management Inc. | 0.05% | Reduce -3.3% | 2,112 | $448K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 2,112 | $448K |
| Genesis Financial Group, LLC | 0.26% | — | 2,110 | $447K |
| Heritage Family Offices, LLP | 0.20% | Add +31.5% | 2,098 | $445K |
| Element Wealth, LLC | 0.18% | Add +5.0% | 2,098 | $445K |
| Clarendon Private LLC | 0.38% | Add +0.4% | 2,097 | $445K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | New | 2,091 | $443K |
| Conservest Capital Advisors, Inc. | 0.04% | No change | 2,080 | $441K |
| Regatta Capital Group, LLC | 0.07% | Reduce -0.9% | 2,055 | $436K |
| Enzi Wealth | 0.15% | Reduce -0.2% | 2,005 | $436K |
| Worth Financial Advisory Group, LLC | 0.21% | No change | 2,054 | $436K |
| ShoreHaven Wealth Partners, LLC | 0.16% | Add +10.0% | 2,053 | $435K |
| Northwest Financial Advisors | 0.89% | Add +1.6% | 2,047 | $434K |
| Armstrong, Fleming & Moore, Inc | 0.20% | No change | 2,047 | $434K |
| Ironwood Investment Counsel, LLC | 0.06% | No change | 2,045 | $434K |
| Angeles Wealth Management, LLC | 0.02% | New | 2,041 | $433K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.08% | No change | 2,034 | $431K |
| Klingman & Associates, LLC | 0.02% | No change | 2,033 | $431K |
| Evolution Wealth Management Inc. | 0.36% | Add +52.7% | 2,032 | $431K |
| Shakespeare Wealth Management, LLC | 0.09% | No change | 2,018 | $428K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 2,018 | $428K |
| Frontier Asset Management, LLC | 0.10% | Reduce -22.6% | 2,018 | $428K |
| Brooklyn Investment Group | 0.02% | New | 1,989 | $425K |
| KCM Investment Advisors LLC | 0.01% | No change | 2,000 | $424K |
| Foguth Wealth Management, LLC. | 0.07% | — | 1,984 | $422K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 1,984 | $421K |
| Triumph Capital Management | 0.09% | Reduce -6.3% | 1,983 | $421K |
| AA Financial Advisors, LLC | 0.08% | New | 1,980 | $420K |
| Larson Financial Group LLC | 0.01% | Reduce -31.1% | 1,978 | $420K |
| Bank Ozk | 0.15% | Reduce -4.3% | 1,978 | $419K |
| Legend Capital Advisors LLC | 0.23% | — | 1,972 | $418K |
| XML Financial, LLC | 0.03% | Add +68.3% | 1,971 | $418K |
| Salus Financial Advisors, LLC | 0.25% | No change | 1,965 | $417K |
| Curtis Advisory Group, LLC | 0.09% | No change | 1,964 | $417K |
| SMART Wealth LLC | 0.13% | Add +54.1% | 1,962 | $416K |
| BLB&B Advisors, LLC | 0.02% | New | 1,961 | $416K |
| VeraBank, N.A. | 0.08% | No change | 1,959 | $415K |
| Moneywise, Inc. | 0.17% | Add +12.2% | 1,955 | $415K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.5% | 1,954 | $414K |
| Performance Wealth Partners, LLC | 0.01% | Add +0.5% | 1,952 | $414K |
| Payne Capital Management, LLC | 0.13% | No change | 1,932 | $410K |
| Fulton Bank, N.A. | 0.01% | Reduce -7.0% | 1,931 | $410K |
| Level Wealth Management LLC | 0.21% | Reduce -19.0% | 1,930 | $409K |
| Brand Asset Management Group, Inc. | 0.11% | New | 1,926 | $408K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.0% | 1,919 | $407K |
| Affiance Financial, LLC | 0.07% | No change | 1,917 | $407K |
| Moneco Advisors, LLC | 0.03% | No change | 1,912 | $405K |
| Old Peak Finance LLC | 0.25% | — | 1,908 | $405K |
| Oarsman Capital, Inc. | 0.05% | Add +3.3% | 1,898 | $403K |
| Wealthfront Advisers LLC | 0.00% | Add +52.3% | 1,897 | $402K |
| Beacon Bridge Wealth Partners, LLC | 0.13% | Reduce -2.6% | 1,895 | $402K |
| Allium Financial Advisors, LLC | 0.32% | No change | 1,887 | $400K |
| Peterson Wealth Advisors, LLC | 0.05% | Reduce -3.8% | 1,887 | $400K |
| Compass Financial Services Inc | 0.17% | No change | 1,885 | $400K |
| Coastal Bridge Advisors, LLC | 0.03% | No change | 1,883 | $399K |
| LGL Partners, LLC | 0.17% | Add +0.5% | 1,881 | $399K |
| Lanark Financial, Inc. | 0.03% | Add +1.3% | 1,870 | $397K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -5.0% | 1,864 | $395K |
| Fsa Wealth Partners, Inc. | 0.14% | Add +62.1% | 1,861 | $395K |
| St Germain D J Co. Inc. | 0.02% | No change | 1,858 | $394K |
| Processus Wealth & Capital Management, LLC | 0.26% | Reduce -14.5% | 1,850 | $392K |
| Trust Co. of Vermont | 0.02% | Add +4.3% | 1,850 | $392K |
| Grandfield & Dodd, LLC | 0.02% | No change | 1,848 | $392K |
| Veery Capital, LLC | 0.12% | Add +9.1% | 1,844 | $391K |
| Triton Financial Group Inc | 0.26% | Add +0.4% | 1,844 | $391K |
| Union Savings Bank | 0.17% | — | 1,838 | $390K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -1.1% | 1,837 | $390K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -3.5% | 1,792 | $388K |
| Capital Advisors, Ltd. LLC | 0.04% | Reduce -83.3% | 7,069 | $387K |
| Annex Advisory Services, LLC | 0.01% | Add +27.2% | 1,822 | $386K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +30.7% | 1,814 | $385K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 1,806 | $383K |
| TCP Asset Management, LLC | 0.06% | No change | 1,796 | $381K |
| Old North State Trust, LLC | 0.22% | No change | 1,784 | $378K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Add +81.5% | 1,779 | $377K |
| Versant Capital Management, Inc | 0.05% | No change | 1,775 | $376K |
| GAMMA Investing LLC | 0.02% | No change | 1,772 | $376K |
| Pacific Sage Partners, LLC | 0.06% | No change | 1,764 | $374K |
| Unique Wealth, LLC | 0.05% | Add +0.8% | 1,757 | $373K |
| Newton One Investments LLC | 0.11% | No change | 1,752 | $372K |
| Northstar Asset Management Inc. | 0.10% | No change | 1,747 | $370K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 1,744 | $370K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 1,662 | $369K |
| Rockwood Wealth Management, LLC | 0.03% | Add +0.1% | 1,738 | $369K |
| TSG Advice Partners, LLC | 0.06% | — | 1,736 | $368K |
| Mosaic Financial Group, LLC | 0.25% | Add +0.4% | 1,725 | $366K |
| LCNB Corp. | 0.12% | No change | 1,720 | $365K |
| ProVise Management Group, LLC | 0.03% | No change | 1,719 | $365K |
| United Community Bank | 0.14% | Reduce -0.9% | 1,717 | $364K |
| Everpar Advisors LLC | 0.13% | Reduce -43.9% | 1,715 | $364K |
| Stratos Investment Management, LLC | 0.01% | Reduce -10.4% | 1,710 | $363K |
| Francis Financial, Inc. | 0.07% | Reduce -1.1% | 1,710 | $363K |
| Certuity, LLC | 0.02% | Add +0.8% | 1,709 | $362K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Add +3.2% | 1,697 | $360K |
| Independent Wealth Advisors LLC | 0.37% | — | 1,694 | $359K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +47.6% | 1,677 | $359K |
| Manchester Capital Management LLC | 0.05% | No change | 1,693 | $359K |
| Breakwater Capital Group | 0.05% | Add +5.3% | 1,691 | $359K |
| Denver PWM, LLC | 0.12% | No change | 1,828 | $357K |
| Key Capital Management, INC | 0.35% | — | 1,672 | $355K |
| Raab & Moskowitz Asset Management LLC | 0.08% | Reduce -4.3% | 1,671 | $354K |
| American Investment Services, Inc. | 0.08% | Reduce -11.2% | 1,666 | $353K |
| Brown Wealth Management, LLC | 0.09% | Add +1.5% | 1,664 | $353K |
| Charles Schwab Trust Co | 0.02% | Add +25.4% | 1,657 | $351K |
| Huntleigh Advisors, Inc. | 0.06% | Add +0.1% | 1,651 | $350K |
| Arkos Global Advisors | 0.04% | No change | 1,651 | $350K |
| Wimmer Associates 1, LLC | 0.16% | No change | 1,650 | $350K |
| Navalign, LLC | 0.09% | Reduce -25.8% | 1,650 | $350K |
| Bank of New Hampshire | 0.08% | Reduce -6.0% | 1,645 | $349K |
| Optivise Advisory Services LLC | 0.20% | Add +2.4% | 1,643 | $348K |
| One Capital Management, LLC | 0.01% | Reduce -4.7% | 1,635 | $347K |
| Sequent Planning LLC | 0.09% | New | 1,629 | $345K |
| NWF Advisory Services Inc. | 0.04% | No change | 1,626 | $345K |
| Argo Wealth Advisory, LLC | 0.21% | — | 1,623 | $344K |
| Novus Advisors, LLC | 0.77% | Add +21.5% | 1,616 | $343K |
| Blue Chip Partners, LLC | 0.02% | Reduce -2.7% | 1,611 | $342K |
| Friday Financial | 0.12% | No change | 1,600 | $339K |
| Colton Groome Financial Advisors, LLC | 0.10% | Reduce -2.2% | 1,584 | $336K |
| Paradigm, Strategies in Wealth Management, LLC | 0.22% | No change | 1,580 | $335K |
| Impact Partnership Wealth, LLC | 0.04% | New | 1,577 | $334K |
| Plan Group Financial, LLC | 0.09% | Add +27.1% | 1,576 | $334K |
| Timonier Family Office, LTD. | 0.11% | No change | 1,573 | $334K |
| BCS Wealth Management | 0.03% | New | 1,572 | $333K |
| Permanent Capital Management, LP | 0.06% | Add +1.8% | 1,568 | $333K |
| Fortis Advisors, LLC | 0.18% | Add +38.9% | 1,568 | $332K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -27.8% | 1,563 | $331K |
| Goelzer Investment Management, Inc. | 0.02% | Add +39.6% | 1,562 | $331K |
| RiverFront Investment Group, LLC | 0.01% | No change | 1,561 | $331K |
| Brooklyn FI, LLC | 0.07% | No change | 1,560 | $331K |
| Security National Bank | 0.05% | Add +174.0% | 1,559 | $331K |
| Laurel Oak Wealth Management, LLC | 0.06% | — | 1,554 | $330K |
| Marex Group Ltd | 0.00% | Reduce -14.8% | 1,553 | $329K |
| Courage Miller Partners, LLC | 0.10% | No change | 1,547 | $328K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Add +17.3% | 1,534 | $325K |
| Aspen Investment Management Inc | 0.10% | New | 1,519 | $322K |
| Mountain Capital Investment Advisors Inc. | 0.05% | Add +13.2% | 1,487 | $322K |
| Caitlin John, LLC | 0.21% | No change | 1,517 | $322K |
| CWA Asset Management Group, LLC | 0.01% | Add +0.1% | 1,509 | $320K |
| City Holding Co. | 0.04% | Add +80.9% | 1,509 | $320K |
| McHugh Group, LLC | 0.18% | No change | 1,502 | $319K |
| Berger Financial Group, Inc | 0.02% | New | 1,501 | $318K |
| Sargent Investment Group, LLC | 0.04% | New | 1,501 | $318K |
| Monetary Management Group Inc. | 0.07% | No change | 1,500 | $318K |
| KRS Capital Management, LLC | 0.18% | No change | 1,495 | $317K |
| Barrett & Company, Inc. | 0.11% | Add +0.9% | 1,495 | $317K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 1,494 | $317K |
| Copia Wealth Management | 0.23% | No change | 1,491 | $316K |
| L & S Advisors Inc | 0.03% | Reduce -0.2% | 1,481 | $314K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 1,478 | $313K |
| LaFleur & Godfrey LLC | 0.04% | No change | 1,475 | $313K |
| Aufman Associates Inc | 0.16% | No change | 1,466 | $311K |
| Wealthquest Corp | 0.02% | New | 1,466 | $311K |
| Evolution Wealth Advisors, LLC | 0.03% | No change | 1,460 | $310K |
| Beacon Financial Planning, Inc. | 0.15% | Add +0.5% | 1,458 | $309K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -5.3% | 1,455 | $309K |
| Oasis Advisors, LLC | 0.16% | — | 1,454 | $308K |
| Weaver Consulting Group | 0.08% | No change | 1,453 | $308K |
| Oath Planning, LLC | 0.30% | — | 1,451 | $308K |
| Kendall Capital Management | 0.06% | Add +8.9% | 1,447 | $307K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 1,447 | $307K |
| Appleton Partners Inc. | 0.02% | Reduce -34.3% | 1,440 | $305K |
| Campion Asset Management | 0.21% | Reduce -12.3% | 1,433 | $304K |
| Interactive Financial Advisors, Inc. | 0.20% | Reduce -11.4% | 1,431 | $304K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Reduce -12.8% | 1,431 | $303K |
| Debussy Capital Management LP | 0.04% | Add +0.2% | 1,430 | $303K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 1,428 | $303K |
| Kirtland Hills Capital Management, LLC | 0.11% | No change | 1,426 | $302K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 1,423 | $302K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +5.7% | 1,421 | $301K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,415 | $300K |
| Everhart Financial Group, Inc. | 0.03% | Add +8.7% | 1,410 | $299K |
| LFA - Lugano Financial Advisors SA | 0.15% | No change | 1,400 | $297K |
| Black Swift Group, LLC | 0.05% | No change | 1,400 | $297K |
| Archford Capital Strategies, LLC | 0.03% | No change | 1,399 | $297K |
| Thrive Wealth Management, LLC | 0.04% | Reduce -9.7% | 1,399 | $297K |
| Signature Equity Partners, LLC | 0.16% | — | 1,397 | $296K |
| CPC Advisors, LLC | 0.03% | Add +11.2% | 1,396 | $296K |
| Client 1ST Advisory Group, LLC | 0.09% | Add +3.2% | 1,391 | $295K |
| Western Financial Corp | 0.12% | Add +29.0% | 1,389 | $295K |
| Global Financial Private Client, LLC | 0.10% | Reduce -1.6% | 1,389 | $295K |
| Independence Bank of Kentucky | 0.04% | No change | 1,387 | $294K |
| Kapstone Financial Advisors LLC | 0.15% | Add +0.1% | 1,379 | $292K |
| Harrell Investment Partners, LLC | 0.07% | Reduce -6.5% | 1,374 | $291K |
| Partners in Financial Planning | 0.05% | Add +0.1% | 1,373 | $291K |
| Van Diest Capital, LLC | 0.43% | — | 1,370 | $291K |
| Chesapeake Wealth Management | 0.09% | No change | 1,365 | $289K |
| Fairway Wealth LLC | 0.08% | No change | 1,362 | $289K |
| West Branch Capital LLC | 0.07% | No change | 1,355 | $287K |
| Seeds Investor LLC | 0.06% | Add +15.5% | 1,354 | $287K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,353 | $287K |
| Evermay Wealth Management LLC | 0.03% | Add +2.7% | 1,353 | $287K |
| Life Line Wealth Management LLC | 0.08% | Add +13.4% | 1,351 | $286K |
| Romano Brothers and Company | 0.03% | No change | 1,346 | $285K |
| Simmons Bank | 0.02% | Add +8.6% | 1,344 | $285K |
| Nalls Sherbakoff Group, LLC | 0.21% | Add +0.1% | 1,342 | $285K |
| Sagace Wealth Management LLC | 0.19% | No change | 1,341 | $284K |
| Family Office Research LLC | 0.12% | Reduce -15.5% | 1,325 | $283K |
| Correct Capital Wealth Management | 0.05% | No change | 1,334 | $283K |
| Clark Asset Management, LLC | 0.03% | No change | 1,334 | $283K |
| Sather Financial Group Inc | 0.02% | No change | 1,332 | $282K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +30.8% | 1,300 | $282K |
| Goodwin Investment Advisory | 0.31% | No change | 1,324 | $281K |
| Legacy Trust | 0.05% | No change | 1,324 | $281K |
| Clark Capital Management Group, Inc. | 0.00% | Add +29.0% | 1,321 | $280K |
| Zions Bancorporation, National Association | 0.01% | No change | 1,318 | $280K |
| Cottonwood Capital Advisors, LLC | 0.20% | No change | 1,312 | $278K |
| RMR Wealth Builders | 0.02% | New | 1,312 | $278K |
| David J Yvars Group | 0.15% | Add +24.6% | 1,308 | $277K |
| Bangor Savings Bank | 0.02% | Reduce -3.3% | 1,305 | $277K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,303 | $276K |
| Single Point Partners, LLC | 0.05% | No change | 1,299 | $275K |
| Cambiar Investors LLC | 0.01% | Add +21.4% | 1,296 | $275K |
| Factor Wealth Management LTD | 0.06% | Add +0.1% | 1,291 | $274K |
| Grove Bank & Trust | 0.03% | No change | 1,290 | $274K |
| SYM FINANCIAL Corp | 0.03% | No change | 1,286 | $273K |
| TL Private Wealth | 0.10% | Add +0.4% | 1,249 | $272K |
| Sage Financial Group Inc. | 0.02% | Reduce -1.0% | 1,276 | $271K |
| MMBG Investment Advisors Co. | 0.02% | No change | 1,275 | $270K |
| Cambridge Financial Group, LLC | 0.09% | No change | 1,408 | $269K |
| Planned Solutions, Inc. | 0.09% | No change | 1,267 | $269K |
| Wellment Financial | 0.31% | Add +7.8% | 1,252 | $266K |
| Tradewinds, LLC. | 0.06% | Reduce -6.8% | 1,252 | $266K |
| Vernal Point Advisors, LLC | 0.11% | No change | 1,250 | $265K |
| TrustWell Financial Advisors, LLC | 0.26% | — | 1,249 | $265K |
| Bedminster, LLC | 0.24% | — | 1,248 | $265K |
| Fortress Private Ledger, LLC | 0.09% | Add +1.7% | 1,248 | $265K |
| Genesee Capital Advisors, LLC | 0.11% | Add +0.4% | 1,245 | $264K |
| Paulson Wealth Management Inc. | 0.06% | New | 1,242 | $263K |
| Hurlow Wealth Management Group, Inc. | 0.06% | New | 1,240 | $263K |
| Putney Financial Group LLC | 0.24% | No change | 1,236 | $262K |
| PSI Advisors, LLC | 0.07% | No change | 1,234 | $262K |
| Cim, LLC | 0.03% | Reduce -1.4% | 1,228 | $260K |
| Cora Capital Advisors LLC | 0.10% | No change | 1,227 | $260K |
| Ellevest, Inc. | 0.04% | Add +0.4% | 1,225 | $260K |
| Banque Cantonale Vaudoise | 0.01% | No change | 1,221 | $259K |
| 180 Wealth Advisors, LLC | 0.03% | Add +0.5% | 1,215 | $258K |
| MCF Advisors LLC | 0.01% | No change | 1,215 | $258K |
| Canvas Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 1,215 | $258K |
| Realta Investment Advisors | 0.08% | Add +0.3% | 1,210 | $257K |
| Fiduciary Group, LLC | 0.02% | No change | 1,210 | $257K |
| Lane Brothers & Co. Inc. | 0.19% | — | 1,208 | $256K |
| WoodTrust Financial Corp | 0.03% | No change | 1,203 | $255K |
| Investment Partners Asset Management, Inc. | 0.16% | No change | 1,200 | $254K |
| Select Asset Management & Trust | 0.08% | No change | 1,199 | $254K |
| Balboa Wealth Partners | 0.04% | Reduce -4.1% | 1,195 | $253K |
| Sageworth Trust Co of South Dakota | 0.21% | Reduce -33.5% | 1,194 | $253K |
| Webster Bank, N. A. | 0.02% | Reduce -0.4% | 1,193 | $253K |
| HM Payson & Co. | 0.00% | No change | 1,191 | $253K |
| Prism Planning Partners LLC | 0.28% | — | 1,189 | $252K |
| Portland Global Advisors LLC | 0.03% | No change | 1,189 | $252K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 1,185 | $251K |
| Center For Asset Management LLC | 0.13% | No change | 1,177 | $250K |
| Cape Ann Savings Bank | 0.13% | Reduce -2.1% | 1,176 | $249K |
| Axim Planning & Wealth | 0.27% | Reduce -3.4% | 1,173 | $249K |
| Godfrey Financial Associates, Inc. | 0.21% | — | 1,117 | $248K |
| Plan A Wealth LLC | 0.12% | No change | 1,165 | $247K |
| Mainstream Capital Management LLC | 0.16% | Add +4.7% | 1,164 | $247K |
| Marietta Investment Partners LLC | 0.05% | Reduce -32.1% | 1,162 | $246K |
| Tritonpoint Wealth, LLC | 0.02% | Add +12.0% | 1,158 | $246K |
| Bestgate Wealth Advisors, LLC | 0.43% | No change | 1,158 | $246K |
| Leelyn Smith, LLC | 0.04% | No change | 1,152 | $244K |
| Lazard Asset Management LLC | 0.00% | No change | 1,150 | $244K |
| Hills Bank & Trust Co | 0.01% | Reduce -0.6% | 1,146 | $243K |
| Truefg, LLC | 0.07% | No change | 1,145 | $243K |
| Tailwinds Wealth, LLC | 0.26% | — | 1,144 | $243K |
| Strategic Financial Partners, Ltd. | 0.10% | Reduce -2.1% | 1,143 | $242K |
| Garden State Investment Advisory Services LLC | 0.06% | No change | 1,143 | $242K |
| Mairs & Power Inc. | 0.00% | New | 1,143 | $242K |
| Longview Financial Advisors, Inc. | 0.16% | Add +0.5% | 1,139 | $242K |
| Lantern Wealth Advisors, LLC | 0.13% | New | 1,136 | $241K |
| Westover Capital Advisors, LLC | 0.04% | No change | 1,134 | $240K |
| Anb Bank | 0.10% | Reduce -3.7% | 1,133 | $240K |
| REAP Financial Group, LLC | 0.05% | Add +108.5% | 1,130 | $240K |
| Tennessee Valley Asset Management Partners | 0.03% | Reduce -3.0% | 1,117 | $237K |
| Legacy Financial Strategies, LLC | 0.04% | No change | 1,116 | $237K |
| Richards, Merrill & Peterson, Inc. | 0.09% | No change | 1,113 | $236K |
| TCI Wealth Advisors, Inc. | 0.01% | No change | 1,112 | $236K |
| Parsons Capital Management Inc. | 0.01% | Reduce -4.1% | 1,107 | $235K |
| Imprint Wealth LLC | 1.10% | Add +2357.8% | 1,106 | $235K |
| 2UniFi Bank | 0.11% | Add +8.4% | 1,102 | $234K |
| Princeton Global Asset Management LLC | 0.04% | Add +1000.0% | 1,100 | $233K |
| Stewardship Advisors, LLC | 0.05% | New | 1,095 | $232K |
| Fiduciary Advisors, Inc. | 0.18% | Reduce -0.4% | 1,095 | $232K |
| Hollencrest Capital Management | 0.01% | Add +0.1% | 1,095 | $232K |
| Manchester Financial Inc. | 0.04% | No change | 1,091 | $231K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.08% | No change | 1,091 | $231K |
| Vaughan David Investments LLC | 0.01% | Reduce -0.6% | 1,088 | $231K |
| Perspective Wealth Advisors LLC | 0.16% | — | 1,087 | $231K |
| Hantz Financial Services, Inc. | 0.00% | Add +2.7% | 1,086 | $230K |
| Asset One Wealth Management LLC | 0.03% | — | 1,050 | $230K |
| Trinity Wealth Management, LLC | 0.08% | New | 1,082 | $229K |
| Diversified Management Inc. | 0.05% | — | 1,082 | $229K |
| Stanich Group LLC | 0.17% | New | 1,072 | $227K |
| LifeSteps Financial, Inc. | 0.15% | Add +9.1% | 1,071 | $227K |
| Sage Financial Management Group, Inc. | 0.07% | Reduce -1.2% | 1,071 | $227K |
| Human Investing LLC | 0.03% | Add +2.8% | 1,071 | $227K |
| Midwest Heritage Bank, FSB | 0.08% | Add +2.9% | 1,070 | $227K |
| Vista Capital Partners, Inc. | 0.02% | Add +2.1% | 1,069 | $227K |
| Accretive Wealth Partners, LLC | 0.07% | No change | 1,068 | $226K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -74.4% | 1,065 | $226K |
| Axxcess Wealth Management, LLC | 0.00% | Add +2.1% | 1,063 | $225K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -14.9% | 1,058 | $224K |
| BancFirst Trust & Investment Management | 0.09% | No change | 1,050 | $224K |
| First County Bank | 0.12% | No change | 1,055 | $224K |
| Winthrop Advisory Group LLC | 0.02% | Add +0.2% | 1,055 | $224K |
| IFC Advisors LLC | 0.03% | Reduce -12.8% | 1,054 | $224K |
| Segment Wealth Management, LLC | 0.01% | No change | 1,054 | $224K |
| Retirement Planning Group, LLC | 0.01% | No change | 1,049 | $223K |
| Patten & Patten Inc. | 0.01% | Add +4.8% | 1,048 | $222K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 1,045 | $222K |
| Shira Ridge Wealth Management | 0.09% | New | 1,039 | $220K |
| Total Clarity Wealth Management, Inc. | 0.05% | No change | 1,026 | $218K |
| Waterloo Capital, L.P. | 0.02% | Add +3.7% | 1,025 | $217K |
| Silver Oak Advisory Group, Inc. | 0.10% | No change | 1,026 | $217K |
| Aviance Capital Partners, LLC | 0.02% | No change | 1,020 | $216K |
| Michael Brady & Co., LLC | 0.22% | — | 1,018 | $216K |
| Premier Path Wealth Partners, LLC | 0.03% | New | 1,018 | $216K |
| Novem Group | 0.03% | Reduce -0.3% | 1,017 | $216K |
| Crumly & Associates Inc. | 0.04% | No change | 1,009 | $214K |
| Wiser Advisor Group LLC | 0.24% | No change | 1,009 | $214K |
| Elevation Wealth Partners, LLC | 0.08% | Add +0.5% | 1,007 | $213K |
| Shoker Investment Counsel, Inc. | 0.06% | No change | 1,001 | $212K |
| Running Point Capital Advisors, LLC | 0.06% | No change | 996 | $211K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 993 | $210K |
| Pennington Partners & Co., LLC | 0.08% | No change | 990 | $210K |
| Benin Management CORP | 0.05% | No change | 990 | $210K |
| Riverwater Partners LLC | 0.08% | No change | 988 | $210K |
| Davis R M Inc. | 0.00% | No change | 982 | $208K |
| Zacks Investment Management | 0.00% | Add +0.4% | 982 | $208K |
| Ingalls & Snyder LLC | 0.01% | Reduce -14.8% | 979 | $208K |
| Dakota Wealth Management | 0.00% | Add +0.2% | 980 | $208K |
| Perennial Advisors, LLC | 0.03% | No change | 979 | $208K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -3.6% | 977 | $207K |
| CarsonAllaria Wealth Management, Ltd. | 0.10% | New | 975 | $207K |
| Oak Wealth Advisors LLC | 0.12% | No change | 972 | $206K |
| Columbus Macro, LLC | 0.02% | New | 964 | $204K |
| Beacon Capital Management, LLC | 0.03% | New | 964 | $204K |
| Castlekeep Investment Advisors LLC | 0.09% | New | 963 | $204K |
| Accredited Investors Inc. | 0.01% | New | 962 | $204K |
| Bridgewealth Advisory Group, LLC | 0.04% | New | 958 | $203K |
| Pacific Asset Management, LLC | 0.12% | New | 957 | $203K |
| Inscription Capital, LLC | 0.02% | New | 957 | $203K |
| Alerus Financial NA | 0.01% | No change | 951 | $202K |
| Mathes Company, Inc. | 0.07% | New | 950 | $201K |
| Horizon Investments, LLC | 0.00% | New | 946 | $201K |
| Inlight Wealth Management, LLC | 0.07% | No change | 179,293 | $200K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 913 | $194K |
| Optima Capital LLC | 0.08% | New | 888 | $188K |
| Missouri Trust & Investment Co | 0.05% | No change | 881 | $187K |
| Team Financial Group, LLC | 0.08% | Add +19.4% | 872 | $185K |
| Provident Wealth Management, LLC | 0.05% | No change | 852 | $181K |
| Mechanics Financial Corp | 0.07% | Reduce -14.7% | 850 | $180K |
| Tompkins Financial Corp. | 0.01% | Add +4.8% | 843 | $179K |
| Financial Perspectives, Inc | 0.05% | Add +0.4% | 824 | $175K |
| Rossby Financial, LCC | 0.05% | Add +6.6% | 807 | $171K |
| Quest 10 Wealth Builders, Inc. | 0.15% | Add +49.4% | 802 | $170K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.4% | 797 | $169K |
| Dunhill Financial, LLC | 0.05% | Add +0.1% | 786 | $167K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.5% | 783 | $166K |
| United Services Automobile Association | 0.01% | Add +469.2% | 757 | $161K |
| Biltmore Family Office, LLC | 0.02% | No change | 756 | $160K |
| Caldwell Trust Co | 0.01% | Add +49.2% | 743 | $158K |
| SHP Wealth Management | 0.01% | — | 740 | $157K |
| Legacy Bridge, LLC | 0.06% | No change | 729 | $155K |
| Millstone Evans Group, LLC | 0.09% | No change | 715 | $152K |
| Legacy Wealth Managment, LLC | 0.07% | Reduce -2.2% | 712 | $151K |
| Measured Wealth Private Client Group, LLC | 0.04% | No change | 708 | $150K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 700 | $148K |
| Family Manage LLC | 0.02% | No change | 685 | $145K |
| Pittenger & Anderson Inc. | 0.01% | Add +82.4% | 684 | $145K |
| City State Bank | 0.04% | No change | 676 | $143K |
| Wealth Preservation Advisors, LLC | 0.07% | No change | 672 | $143K |
| Colonial Trust Co / SC | 0.02% | No change | 657 | $139K |
| Mascoma Wealth Management LLC | 0.03% | No change | 638 | $135K |
| Covenant Partners, LLC | 0.04% | Reduce -7.7% | 620 | $131K |
| First PREMIER Bank | 0.03% | No change | 614 | $130K |
| Clark Wealth Partners | 0.08% | No change | 612 | $130K |
| Founders Capital Management | 0.07% | No change | 607 | $129K |
| Topsail Wealth Management, LLC | 0.02% | No change | 604 | $128K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 598 | $127K |
| Clarity Asset Management, Inc. | 0.07% | Reduce -0.2% | 592 | $125K |
| Greykasell Wealth Strategies, Inc. | 0.05% | No change | 576 | $122K |
| DecisionPoint Financial, LLC | 0.03% | Add +607.4% | 573 | $122K |
| Front Row Advisors LLC | 0.04% | No change | 560 | $119K |
| Align Financial, LLC | 0.07% | — | 116,639 | $117K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 547 | $116K |
| Black Cypress Capital Management, LLC | 0.08% | Reduce -17.5% | 539 | $114K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 518 | $110K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -0.2% | 515 | $109K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 512 | $109K |
| Bogart Wealth, LLC | 0.00% | Reduce -51.2% | 470 | $100K |
| WealthCollab, LLC | 0.04% | No change | 458 | $97K |
| Pillar Financial Advisors, LLC | 0.06% | No change | 450 | $95K |
| Ballast Advisors LLC | 0.03% | Add +28.5% | 446 | $95K |
| IMA Advisory Services, Inc. | 0.01% | No change | 438 | $93K |
| Motiv8 Investments LLC | 0.05% | New | 427 | $91K |
| Ameriflex Group, Inc. | 0.05% | Reduce -19.9% | 423 | $90K |
| Turim 21 Investimentos Ltda. | 0.03% | No change | 1,206 | $87K |
| Advantage Trust Co | 0.04% | No change | 395 | $84K |
| Bullock Wealth Management Group | 0.04% | — | 390 | $83K |
| Register Financial Advisors LLC | 0.03% | Reduce -3.5% | 385 | $82K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 379 | $80K |
| Wealth Watch Advisors, INC | 0.03% | No change | 378 | $80K |
| Cedar Mountain Advisors, LLC | 0.02% | Add +220.3% | 378 | $80K |
| Insight Inv LLC | 0.04% | No change | 376 | $80K |
| Rice Partnership, LLC | 0.01% | Reduce -1.8% | 375 | $80K |
| Root Financial Partners, LLC | 0.00% | No change | 366 | $78K |
| American National Bank & Trust | 0.01% | No change | 364 | $77K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 359 | $76K |
| Archer Investment Corp | 0.02% | Reduce -18.6% | 355 | $75K |
| CoreFirst Bank & Trust | 0.04% | No change | 355 | $75K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 352 | $75K |
| IAG Wealth Partners, LLC | 0.01% | No change | 352 | $75K |
| Bernard Wealth Management Corp. | 0.03% | No change | 345 | $73K |
| Essential Partners LLC | 0.02% | Reduce -12.7% | 345 | $73K |
| Financial Consulate, Inc. | 0.01% | No change | 316 | $67K |
| Cornerstone National Bank & Trust Co | 0.03% | No change | 305 | $65K |
| Paladin Advisory Group, LLC | 0.05% | No change | 302 | $64K |
| Western Pacific Wealth Management, LP | 0.06% | No change | 301 | $64K |
| Hamilton Point Investment Advisors, LLC | 0.01% | New | 294 | $62K |
| Morgan Dempsey Capital Management LLC | 0.03% | No change | 280 | $59K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 280 | $59K |
| TD Capital Management LLC | 0.01% | No change | 277 | $59K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 276 | $59K |
| Colony Family Offices, LLC | 0.01% | No change | 273 | $58K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 271 | $57K |
| Nemes Rush Group LLC | 0.01% | Add +51.1% | 266 | $56K |
| Roxbury Financial LLC | 0.05% | No change | 262 | $56K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.04% | — | 261 | $55K |
| Palouse Capital Management, Inc. | 0.04% | No change | 259 | $55K |
| Tucker Asset Management LLC | 0.02% | Add +67.1% | 249 | $53K |
| Hurley Capital, LLC | 0.03% | New | 237 | $50K |
| Entrust Financial LLC | 0.04% | — | 234 | $50K |
| Crews Bank & Trust | 0.01% | No change | 226 | $48K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -21.9% | 225 | $48K |
| Concord Wealth Partners | 0.01% | Add +40.0% | 217 | $46K |
| Morse Asset Management, Inc | 0.01% | No change | 214 | $45K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 212 | $45K |
| Rossmore Private Capital | 0.00% | No change | 211 | $45K |
| Smallwood Wealth Investment Management, LLC | 0.02% | Reduce -32.1% | 209 | $44K |
| Ankerstar Wealth, LLC | 0.04% | — | 206 | $44K |
| IFC & Insurance Marketing, Inc. | 0.04% | — | 202 | $43K |
| Abound Financial, LLC | 0.02% | New | 202 | $43K |
| JNBA Financial Advisors | 0.00% | No change | 200 | $42K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 200 | $42K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 200 | $42K |
| Great Lakes Advisors, LLC | 0.00% | Add +1900.0% | 200 | $42K |
| Atwood & Palmer Inc. | 0.00% | Add +0.5% | 195 | $41K |
| Peck Wealth Management, LLC | 0.04% | No change | 194 | $41K |
| Graney & King, LLC | 0.02% | Reduce -38.9% | 193 | $41K |
| Addison Advisors LLC | 0.01% | No change | 186 | $39K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 182 | $39K |
| Knuff & Co LLC | 0.01% | No change | 175 | $37K |
| McIlrath & Eck, LLC | 0.00% | Reduce -5.4% | 175 | $37K |
| Abound Wealth Management | 0.01% | Reduce -67.7% | 174 | $37K |
| TrustBank | 0.02% | — | 171 | $36K |
| Birchwood Financial Partners, Inc. | 0.04% | — | 168 | $36K |
| Sankala Group LLC | 0.03% | — | 159 | $35K |
| Hamrick Investment Counsel, llc | 0.03% | — | 160 | $34K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 154 | $33K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 154 | $33K |
| Kentucky Trust Co | 0.02% | No change | 150 | $32K |
| Birchbrook, Inc. | 0.02% | New | 145 | $31K |
| Ransom Advisory, Ltd | 0.01% | New | 144 | $31K |
| Strive Financial Group ,LLC | 0.02% | — | 142 | $30K |
| Grand Wealth Management, LLC | 0.01% | Add +7.7% | 140 | $30K |
| Avion Wealth | 0.01% | Reduce -16.1% | 130 | $27K |
| Walsh & Associates, LLC | 0.03% | — | 126 | $27K |
| Decker Retirement Planning Inc. | 0.01% | New | 125 | $26K |
| BankPlus Trust Department | 0.01% | No change | 124 | $26K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 123 | $26K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 120 | $25K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 120 | $25K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -25.5% | 117 | $25K |
| Simplex Trading, LLC | 0.00% | New | 117 | $25K |
| Davis Capital Management | 0.02% | No change | 112 | $24K |
| Red Tortoise LLC | 0.01% | No change | 111 | $24K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 111 | $24K |
| Gilpin Wealth Management, LLC | 0.02% | — | 104 | $22K |
| Advocate Investing Services LLC | 0.02% | — | 101 | $21K |
| Bayban | 0.02% | — | 100 | $21K |
| Truvestments Capital LLC | 0.00% | No change | 100 | $21K |
| Fortis Group Advisors, LLC | 0.00% | No change | 100 | $21K |
| Sfam, LLC | 0.02% | — | 96 | $20K |
| DB Fitzpatrick & Co, Inc | 0.02% | No change | 95 | $20K |
| Pinney & Scofield, Inc. | 0.01% | Reduce -27.1% | 94 | $20K |
| Hartford Financial Management Inc. | 0.01% | No change | 93 | $20K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 92 | $20K |
| NorthAvenue LLC | 0.02% | — | 89 | $19K |
| Bravera Wealth | 0.01% | — | 87 | $18K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -99.2% | 87 | $18K |
| Financial Management Professionals, Inc. | 0.00% | No change | 85 | $18K |
| Modus Advisors, LLC | 0.00% | New | 78 | $17K |
| Networth Advisors, LLC | 0.01% | — | 77 | $16K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 75 | $16K |
| Bellevue Asset Management, LLC | 0.01% | Add +1.4% | 74 | $16K |
| Toth Financial Advisory Corp. | 0.00% | No change | 71 | $15K |
| Coastline Trust Co | 0.00% | No change | 70 | $15K |
| Elyxium Wealth, LLC | 0.00% | New | 68 | $14K |
| Colonial Trust Advisors | 0.00% | Reduce -13.3% | 65 | $14K |
| Timmons Wealth Management, LLC | 0.01% | — | 65 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 64 | $14K |
| Trust Co | 0.00% | No change | 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% | Add +1.7% | 59 | $12K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -93.8% | 58 | $12K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 57 | $12K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -89.5% | 51 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 50 | $11K |
| Estate Planners Group, LLC | 0.00% | — | 49 | $10K |
| Collier Financial | 0.01% | No change | 48 | $10K |
| Robinswood Financial LLC | 0.00% | No change | 47 | $10K |
| United Financial Planning Group LLC | 0.01% | New | 42 | $9K |
| Investors Research Corp | 0.00% | Reduce -49.4% | 41 | $9K |
| Orion Capital Management LLC | 0.00% | No change | 41 | $9K |
| New Millennium Group LLC | 0.00% | No change | 30 | $6K |
| Chapman Financial Group, LLC | 0.00% | No change | 28 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -94.4% | 24 | $5K |
| Resources Management Corp. /CT/ | 0.00% | No change | 24 | $5K |
| Cheviot Value Management, LLC | 0.00% | No change | 22 | $5K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +33.3% | 20 | $4K |
| Chelsea Counsel Co. | 0.00% | No change | 20 | $4K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | No change | 20 | $4K |
| Van Den Berg Management I, Inc. | 0.00% | New | 19 | $4K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 20 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 15 | $3K |
| Islay Capital Management, LLC | 0.00% | No change | 14 | $3K |
| Proathlete Wealth Management LLC | 0.00% | No change | 13 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -55.6% | 12 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 9 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 6 | $1K |
| NFSG Corp | 0.00% | New | 6 | $1K |
| Vision Financial Markets LLC | 0.00% | No change | 6 | $1K |
| Bfsg, LLC | 0.00% | No change | 3 | $637 |
| Atomic Invest LLC | 0.00% | — | 1 | $151 |
"% 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.