iShares Core S&P 500 ETFIVVETF
13F holders, Q1 2024 (March 31)3,085holders
7famous investors
$525.74avg. 13F price*
At the end of Q1 2024, 3,085 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings. The largest holders were BlackRock Inc. ($33.5B), Northwestern Mutual Wealth Management Co. ($17.0B) and Envestnet Asset Management Inc. ($15.6B). 7 famous investors held it, including Ray Dalio (5.6% of Bridgewater Associates's portfolio), Israel Englander (1.8% of Millennium Management's portfolio) and Joel Greenblatt (1.6% of Gotham Asset Management's portfolio).
- Company
- iShares Core S&P 500 ETF
- CUSIP
- 464287200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 149 | $1.6B |
| Exits | 89 | $2.2B |
Ownership 3,085 holders
| BlackRock Inc. | 0.78% | Reduce -7.3% | 63,637,341 | $33.5B |
| Northwestern Mutual Wealth Management Co. | 17.45% | Add +3.2% | 32,301,628 | $17.0B |
| Envestnet Asset Management Inc. | 5.83% | Reduce -11.9% | 29,727,421 | $15.6B |
| Bank of America Corp. | 1.22% | Add +51.1% | 23,515,645 | $12.4B |
| Creative Planning | 12.01% | Add +2.5% | 20,601,924 | $10.8B |
| JPMorgan Chase & Co. | 0.94% | Add +60.7% | 20,161,417 | $10.6B |
| Goldman Sachs Group Inc. | 2.20% | Add +10.1% | 19,843,745 | $10.4B |
| Morgan Stanley | 0.81% | Add +0.5% | 19,212,260 | $10.1B |
| Marshall Wace, LLP | 14.72% | Add +0.3% | 16,738,600 | $8.8B |
| Wells Fargo & Company | 2.20% | Reduce -2.4% | 15,802,660 | $8.3B |
| PNC Financial Services Group, Inc. | 5.43% | Add +1.6% | 14,854,708 | $7.8B |
| Bank of New York Mellon Corp | 1.36% | Add +1.7% | 13,448,254 | $7.1B |
| FMR LLC | 0.33% | Add +16.8% | 9,469,514 | $5.0B |
| LPL Financial LLC | 2.57% | Reduce -7.3% | 9,081,445 | $4.8B |
| First Command Advisory Services, Inc. | 49.04% | Reduce -0.3% | 8,894,577 | $4.7B |
| Royal Bank of Canada | 1.10% | Add +15.5% | 8,601,816 | $4.5B |
| CI Investments Inc. | 17.26% | Add +1777.4% | 8,269,682 | $4.3B |
| Ameriprise Financial Inc. | 1.01% | Reduce -1.3% | 6,962,578 | $3.7B |
| Truist Financial Corp. | 5.44% | Add +2.3% | 6,823,118 | $3.6B |
| US Bancorp \de | 4.73% | Reduce -5.2% | 6,449,951 | $3.4B |
| Wealth Enhancement Advisory Services, LLC | 7.43% | Add +7.6% | 5,466,912 | $2.9B |
| Envestnet Portfolio Solutions, Inc. | 10.00% | Reduce -13.2% | 5,059,034 | $2.7B |
| Northern Trust Corp. | 0.45% | Add +8.8% | 4,932,820 | $2.6B |
| Alliancebernstein L.P. | 0.85% | Add +15.7% | 4,573,286 | $2.4B |
| Mariner, LLC | 4.48% | Add +6.4% | 4,123,175 | $2.2B |
| National Pension Service | 2.45% | Add +7.9% | 3,891,628 | $2.0B |
| Millennium Management | 1.79% | Reduce -69.0% | 3,883,955 | $2.0B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 19.97% | Reduce -0.1% | 3,594,347 | $1.9B |
| Jones Financial Companies LLLP | 2.44% | Add +1436.0% | 3,402,987 | $1.8B |
| Asset Management One Co., Ltd. | 6.44% | Add +0.2% | 3,179,007 | $1.7B |
| UBS Group AG | 0.51% | Reduce -6.3% | 2,961,603 | $1.6B |
| Wolverine Trading, LLC | 15.25% | Reduce -57.2% | 2,853,702 | $1.5B |
| Commonwealth Equity Services, LLC | 2.44% | Reduce -0.9% | 2,797,480 | $1.5B |
| Keybank National Association | 6.02% | Add +3.3% | 2,772,068 | $1.5B |
| Choate Investment Advisors | 37.72% | Add +9.9% | 2,665,260 | $1.4B |
| Raymond James Financial Services Advisors, Inc. | 2.06% | Add +1.4% | 2,637,397 | $1.4B |
| Cwm, LLC | 6.69% | Reduce -21.1% | 2,615,013 | $1.4B |
| Prudential Financial Inc. | 1.85% | Reduce -51.4% | 2,497,510 | $1.3B |
| MML Investors Services, LLC | 5.31% | Reduce -6.7% | 2,449,425 | $1.3B |
| Cresset Asset Management, LLC | 6.15% | Add +64.4% | 2,400,847 | $1.3B |
| Pathstone Holdings, LLC | 5.63% | Add +0.2% | 2,273,932 | $1.2B |
| Cetera Investment Advisers | 2.81% | Add +109.4% | 2,265,933 | $1.2B |
| Wealthspire Advisors, LLC | 15.41% | Add +3.3% | 2,198,120 | $1.2B |
| HighTower Advisors, LLC | 1.88% | Add +0.1% | 2,196,302 | $1.2B |
| Bridgewater Associates | 5.57% | Reduce -1.2% | 2,096,972 | $1.1B |
| Squarepoint Ops LLC | 4.27% | Add +254.6% | 1,950,000 | $1.0B |
| Park Avenue Securities LLC | 13.24% | Reduce -22.0% | 1,949,094 | $1.0B |
| Janney Montgomery Scott LLC | 3.02% | Reduce -18.5% | 1,929,181 | $1.0B |
| Municipal Employees' Retirement System of Michigan | 13.04% | Reduce -28.8% | 1,924,864 | $1.0B |
| Alaska Permanent Fund Corp | 14.22% | Add +40.2% | 1,837,000 | $965.8M |
| Greenleaf Trust | 8.83% | Add +0.4% | 1,807,295 | $950.1M |
| Fifth Third Bancorp | 3.65% | Reduce -5.2% | 1,773,204 | $932.2M |
| Cerity Partners LLC | 2.40% | Add +1.0% | 1,730,555 | $908.9M |
| Barings LLC | 23.00% | Reduce -0.1% | 1,725,186 | $907.0M |
| Cornerstone Partners Capital Management, LLC | 60.54% | Add +3.7% | 1,715,386 | $901.8M |
| Avantax Advisory Services, Inc. | 7.89% | Add +1.9% | 1,691,770 | $889.4M |
| Bank of Montreal | 0.27% | Add +1.9% | 1,636,412 | $860.4M |
| Corient Private Wealth LP | 1.50% | Add +22.3% | 1,601,096 | $841.7M |
| Jasper Ridge Partners, L.P. | 26.20% | Add +37.8% | 1,584,364 | $832.9M |
| Osaic Holdings, Inc. | 1.85% | Reduce -60.5% | 1,578,281 | $830.1M |
| Fiduciary Trust Co | 12.05% | Add +7.3% | 1,493,246 | $785.0M |
| First Hawaiian Bank | 23.87% | Reduce -8.5% | 1,456,395 | $765.7M |
| M&T Bank Corp | 2.60% | Add +2.2% | 1,421,392 | $747.3M |
| FIL Ltd | 0.74% | Add +12.0% | 1,409,797 | $741.2M |
| Alberta Investment Management Corp | 7.68% | Reduce -41.6% | 1,379,399 | $725.2M |
| MAI Capital Management | 7.47% | Add +8.1% | 1,363,508 | $716.8M |
| Credit Suisse AG/ | 0.68% | Add +0.3% | 1,348,595 | $709.0M |
| Raymond James & Associates | 0.48% | Reduce -1.3% | 1,348,103 | $708.7M |
| Neuberger Berman Group LLC | 0.58% | Add +1.0% | 1,333,838 | $701.2M |
| AIA Group Ltd | 22.83% | Add +3.5% | 1,330,239 | $699.3M |
| Alesco Advisors, LLC, An ESL Co | 22.97% | Reduce -1.3% | 1,328,763 | $698.6M |
| Allianz SE | 21.55% | — | 1,301,299 | $684.1M |
| Johnson Investment Counsel Inc. | 7.35% | Add +1.2% | 1,285,916 | $676.0M |
| Brown Advisory Inc. | 0.89% | Reduce -0.8% | 1,259,680 | $662.3M |
| Schroder Investment Management Group | 0.78% | Reduce -1.1% | 1,246,277 | $655.2M |
| United Capital Financial Advisors, LLC | 5.19% | Reduce -20.6% | 1,196,979 | $629.3M |
| Regions Financial Corp. | 4.68% | Reduce -1.6% | 1,173,351 | $616.9M |
| Bank of Nova Scotia | 1.25% | Reduce -2.0% | 1,169,590 | $614.9M |
| Thrivent Financial for Lutherans | 1.23% | Reduce -7.2% | 1,164,835 | $612.4M |
| Fund Evaluation Group, LLC | 36.35% | Add +6.0% | 1,104,706 | $580.8M |
| Bessemer Group Inc. | 1.05% | Reduce -0.5% | 1,104,410 | $580.6M |
| Comerica Bank | 2.37% | Reduce -3.2% | 1,045,286 | $549.5M |
| Cambridge Investment Research Advisors, Inc. | 2.07% | Reduce -1.7% | 1,022,325 | $537.5M |
| National Philanthropic Trust | 11.56% | Add +3.9% | 1,006,926 | $529.4M |
| Simplify Asset Management Inc. | 49.85% | Add +63.6% | 989,480 | $520.2M |
| Principal Financial Group Inc. | 0.29% | Reduce -1.1% | 942,677 | $495.6M |
| Franklin Resources Inc. | 0.15% | Add +2.9% | 880,979 | $463.0M |
| Flputnam Investment Management Co. | 9.41% | Add +13.3% | 840,314 | $441.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.96% | Reduce -3.4% | 834,961 | $439.0M |
| CHURCHILL MANAGEMENT Corp | 5.32% | Reduce -1.4% | 811,354 | $426.6M |
| Tiaa Trust, National Association | 1.30% | Add +3.7% | 807,281 | $424.4M |
| Partners Capital Investment Group, LLP | 12.69% | Reduce -44.0% | 806,384 | $423.9M |
| Stifel Financial Corp. | 0.47% | Reduce -10.8% | 783,235 | $411.8M |
| Bank of Finland | 26.68% | Add +0.3% | 774,204 | $407.0M |
| Allspring Global Investments Holdings, LLC | 0.63% | Add +2.2% | 762,469 | $400.9M |
| Leith Wheeler Investment Counsel Ltd. | 38.71% | Reduce -0.3% | 757,555 | $398.3M |
| Waverly Advisors, LLC | 9.24% | Add +22.3% | 746,383 | $392.4M |
| Swan Global Investments, LLC | 19.10% | Reduce -4.0% | 738,097 | $388.0M |
| Assetmark, Inc. | 1.25% | Add +416.7% | 731,027 | $384.3M |
| Provida Pension Fund Administrator | 9.51% | Reduce -25.4% | 728,250 | $383.1M |
| BNP Paribas Financial Markets | 0.47% | Add +1974.1% | 720,531 | $378.8M |
| Johnson Financial Group, Inc. | 20.30% | Reduce -1.4% | 717,773 | $377.4M |
| Coldstream Capital Management Inc. | 9.41% | Add +0.3% | 704,721 | $370.5M |
| CKW Financial Group | 46.51% | Reduce -2.4% | 680,716 | $357.3M |
| Rockefeller Capital Management L.P. | 1.03% | Add +14.0% | 668,580 | $351.5M |
| Manufacturers Life Insurance Company, The | 0.32% | Reduce -2.4% | 661,334 | $347.7M |
| Clark Capital Management Group, Inc. | 2.59% | Add +170.5% | 659,258 | $346.6M |
| Heritage Wealth Advisors | 15.77% | Reduce -2.8% | 657,317 | $345.6M |
| Circle Wealth Management, LLC | 8.55% | Add +2.2% | 654,325 | $344.0M |
| Adventist Health System/ West | 61.83% | No change | 654,100 | $343.9M |
| NewEdge Advisors, LLC | 2.95% | Reduce -2.6% | 644,074 | $338.6M |
| Teacher Retirement System of Texas | 2.16% | No change | 644,046 | $338.6M |
| Sigma Investment Counselors Inc. | 21.35% | Reduce -1.0% | 630,586 | $331.5M |
| Mercer Global Advisors Inc. | 0.94% | Add +25.1% | 626,923 | $329.6M |
| Baird Financial Group, Inc. | 0.69% | Reduce -8.5% | 623,204 | $327.6M |
| Evoke Wealth, LLC | 9.72% | Add +65573.1% | 621,268 | $326.6M |
| RiverFront Investment Group, LLC | 9.19% | Add +1.2% | 620,471 | $326.2M |
| Matson Money. Inc. | 10.81% | No change | 620,081 | $326.0M |
| Truepoint, Inc. | 9.26% | Add +2.4% | 619,554 | $325.7M |
| Cahaba Wealth Management, Inc. | 28.99% | Add +3.0% | 606,445 | $318.8M |
| Genworth Financial Inc | 91.29% | No change | 601,470 | $316.2M |
| JB Capital LLC | 21.04% | Reduce -22.2% | 601,227 | $316.1M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -16.6% | 598,683 | $314.7M |
| Kestra Advisory Services, LLC | 2.09% | Add +7.8% | 592,930 | $311.7M |
| PKO Investment Management Joint-Stock Co | 36.31% | Add +1.9% | 577,702 | $305.2M |
| Mason Street Advisors, LLC | 51.15% | No change | 578,150 | $304.0M |
| Spire Wealth Management | 5.52% | Reduce -3.7% | 279,201 | $300.1M |
| Orion Porfolio Solutions, LLC | 3.19% | New | 566,533 | $297.8M |
| Orion Portfolio Solutions, LLC | 3.19% | New | 566,533 | $297.8M |
| State Street Corp. | 0.01% | Reduce -6.7% | 561,597 | $295.2M |
| Equitable Holdings, Inc. | 3.31% | Reduce -1.2% | 559,196 | $294.0M |
| Sun Life Financial Inc. | 18.22% | Add +911.4% | 551,002 | $289.7M |
| UMB Bank, n.a. | 4.53% | Add +3.0% | 544,641 | $286.3M |
| Freestone Capital Holdings, LLC | 10.66% | Add +1.2% | 543,232 | $285.6M |
| Dynasty Wealth Management, LLC | 8.74% | — | 521,089 | $274.0M |
| Quotient Wealth Partners, LLC | 9.64% | Add +5.4% | 513,370 | $269.9M |
| Sumitomo Life Insurance Co. | 6.92% | New | 555,000 | $266.6M |
| Charter Oak Capital Management, LLC | 28.42% | Add +1.9% | 504,514 | $265.2M |
| Atria Wealth Solutions, Inc. | 2.99% | Reduce -5.2% | 503,096 | $264.5M |
| Klingman & Associates, LLC | 19.00% | Add +1.3% | 502,317 | $264.1M |
| Legacy Wealth Management, LLC | 18.87% | Add +35155.9% | 486,884 | $256.0M |
| Parallel Advisors, LLC | 6.93% | Add +3.4% | 486,474 | $255.8M |
| Hirtle & Co., LLC | 12.51% | Add +325.0% | 477,467 | $251.0M |
| Avidian Wealth Enterprises, LLC | 13.41% | Reduce -1.9% | 476,910 | $250.7M |
| Brown Brothers Harriman & Co. | 1.91% | Add +15.3% | 472,458 | $248.4M |
| Halbert Hargrove Global Advisors, LLC | 16.36% | Reduce -2.7% | 469,583 | $246.9M |
| Barclays PLC | 0.11% | Add +743.5% | 457,078 | $240.3M |
| LBMC Investment Advisors, LLC | 20.49% | Reduce -2.0% | 449,532 | $236.3M |
| Moneta Group Investment Advisors LLC | 3.76% | Add +19.0% | 438,831 | $230.7M |
| Ashford Advisors, LLC | 58.01% | Reduce -0.9% | 437,245 | $229.9M |
| CIBC Private Wealth Group LLC | 0.44% | Add +0.2% | 432,145 | $226.8M |
| Soundwatch Capital LLC | 43.87% | Add +52.3% | 428,361 | $225.0M |
| Two Sigma Investments, LP | 0.57% | Reduce -0.0% | 427,700 | $224.9M |
| Fragasso Financial Advisors Inc | 19.02% | Reduce -0.6% | 427,653 | $224.8M |
| Korea Investment CORP | 0.57% | No change | 427,041 | $224.5M |
| Meiji Yasuda Life Insurance Co | 4.75% | New | 426,196 | $224.1M |
| Journey Strategic Wealth LLC | 9.79% | Add +7.7% | 420,850 | $221.3M |
| Planning Alternatives Ltd. | 35.99% | Reduce -1.5% | 416,537 | $219.0M |
| Nissay Asset Management Corp. /Japan | 1.51% | No change | 413,920 | $217.6M |
| Whittier Trust Co. | 3.14% | Reduce -1.4% | 410,098 | $215.6M |
| Analyst IMS Investment Management Services Ltd. | 9.29% | Add +1.3% | 405,508 | $213.2M |
| AMS Capital Ltda | 58.32% | Add +35.1% | 436,273 | $212.7M |
| Ballentine Partners, LLC | 4.01% | Add +0.1% | 401,551 | $211.1M |
| Mizuho Bank, Ltd. | 21.75% | Add +21.2% | 400,000 | $210.3M |
| Fort Washington Investment Advisors Inc. | 1.34% | Add +11.6% | 397,285 | $208.9M |
| Ally Invest Advisors Inc. | 20.71% | Reduce -1.2% | 396,947 | $208.7M |
| Focus Partners Wealth | 1.67% | Add +290.8% | 391,835 | $206.0M |
| Traphagen Investment Advisors LLC | 21.93% | Add +10.7% | 391,046 | $205.6M |
| Midland Wealth Advisors, LLC | 12.54% | Add +2.9% | 387,257 | $203.6M |
| Tarbox Family Office, Inc. | 35.74% | Add +3.1% | 386,799 | $203.4M |
| Taiyo Life Insurance Co. | 16.31% | No change | 385,475 | $202.7M |
| Wealthspire Retirement, LLC | 17.43% | Add +6576.0% | 384,604 | $202.2M |
| Ellenbecker Investment Group | 42.12% | Add +1.0% | 381,240 | $200.4M |
| Capstone Investment Advisors, LLC | 6.91% | New | 380,001 | $199.8M |
| Divergent Wealth Advisors | 39.72% | Reduce -19.2% | 377,762 | $198.6M |
| Farmers & Merchants Investments Inc. | 6.68% | Add +1.6% | 376,072 | $197.7M |
| Wellington Management Group LLP | 0.03% | Reduce -1.8% | 370,768 | $194.9M |
| Blair William & Co. | 0.61% | Add +4.3% | 366,691 | $192.8M |
| Integrated Wealth Concepts LLC | 2.79% | Add +1.2% | 366,002 | $192.4M |
| Orgel Wealth Management, LLC | 5.18% | Add +63.8% | 359,105 | $188.8M |
| Northwestern Mutual Investment Management Company, LLC | 4.90% | Reduce -49.6% | 356,300 | $187.3M |
| Citizens Financial Group Inc. | 6.23% | Reduce -0.0% | 354,930 | $186.6M |
| Investment Management Corp of Ontario | 5.54% | Reduce -1.7% | 354,155 | $186.2M |
| Aspiriant, LLC | 7.70% | Add +135.2% | 353,939 | $186.1M |
| RKL Wealth Management LLC | 18.41% | Add +7.3% | 353,496 | $185.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.42% | Add +5.0% | 352,112 | $185.1M |
| Daido Life Insurance Co. | 19.52% | No change | 351,796 | $184.9M |
| Wilbanks Smith & Thomas Asset Management LLC | 5.15% | Reduce -2.3% | 350,079 | $184.0M |
| Atria Investments, Inc | 2.53% | Reduce -14.2% | 349,626 | $183.8M |
| Hancock Whitney Corp. | 6.32% | Reduce -0.1% | 347,988 | $182.9M |
| Linscomb Wealth, Inc. | 9.29% | Reduce -0.6% | 343,532 | $180.6M |
| First Interstate Bank | 12.51% | Reduce -1.3% | 343,532 | $180.6M |
| Ritholtz Wealth Management | 6.15% | Add +1.1% | 339,130 | $178.3M |
| Sigma Planning Corp | 5.59% | Add +125.3% | 338,152 | $177.8M |
| Lazard Asset Management LLC | 0.23% | Add +1.0% | 337,449 | $177.4M |
| Steward Partners Investment Advisory, LLC | 1.93% | Reduce -7.5% | 333,680 | $175.4M |
| Vicus Capital | 15.85% | Add +1.7% | 330,692 | $173.9M |
| Haverford Trust Co | 1.80% | Reduce -30.2% | 328,129 | $172.5M |
| Steele Capital Management, Inc. | 9.85% | Add +6.8% | 326,315 | $171.6M |
| AE Wealth Management LLC | 1.87% | Reduce -56.2% | 315,421 | $165.8M |
| Marcum Wealth, LLC | 16.72% | Reduce -10.4% | 313,456 | $164.8M |
| Beacon Pointe Advisors, LLC | 1.83% | Reduce -1.4% | 311,689 | $163.9M |
| Private Advisor Group, LLC | 1.17% | Add +6.6% | 308,702 | $162.3M |
| Endurance Services Ltd | 31.19% | No change | 307,000 | $161.4M |
| Legacy Private Trust Co. | 11.67% | Reduce -8.2% | 303,536 | $159.6M |
| OneDigital Investment Advisors LLC | 2.47% | Reduce -6.9% | 298,476 | $156.9M |
| Bangor Savings Bank | 16.03% | Add +2.9% | 298,157 | $156.8M |
| Adventist Health System Sunbelt Healthcare Corp. | 9.10% | Add +16.1% | 297,156 | $156.2M |
| TFC Financial Management, Inc. | 27.47% | Add +1.2% | 294,151 | $154.6M |
| Gilbert & Cook, Inc. | 21.05% | Reduce -2.0% | 293,816 | $154.5M |
| Apexium Financial, LP | 11.69% | Reduce -1.3% | 293,279 | $154.2M |
| Wellspring Financial Advisors, LLC | 24.25% | Add +428.1% | 291,999 | $153.5M |
| Gryphon Financial Partners LLC | 26.08% | Add +3.1% | 291,740 | $153.4M |
| Sharkey, Howes & Javer | 25.11% | Reduce -0.3% | 291,673 | $153.3M |
| Daiwa Securities Group Inc. | 0.87% | Add +59.0% | 289,682 | $152.3M |
| Foundations Investment Advisors, LLC | 3.93% | Reduce -28.5% | 285,704 | $150.2M |
| 3EDGE Asset Management, LP | 11.69% | Reduce -6.0% | 285,420 | $150.1M |
| Vantagepoint Investment Advisers LLC | 24.76% | Reduce -40.2% | 284,690 | $149.7M |
| Glenview Trust Co | 3.20% | Reduce -0.6% | 283,117 | $148.8M |
| Federation des caisses Desjardins du Quebec | 1.07% | Add +48.9% | 280,982 | $147.7M |
| Two Sigma Advisers, LP | 0.34% | Reduce -26.7% | 278,700 | $146.5M |
| Bricktown Capital, LLC | 29.26% | Reduce -6.3% | 274,935 | $144.5M |
| Security National Bank | 21.70% | Add +4062.9% | 272,628 | $143.3M |
| Calamos Wealth Management LLC | 8.21% | Add +16.7% | 272,501 | $143.3M |
| Dakota Wealth Management | 3.56% | Add +1.4% | 271,302 | $142.6M |
| Modera Wealth Management, LLC | 2.14% | Reduce -0.7% | 267,157 | $140.5M |
| Stratos Wealth Partners, LTD. | 2.35% | Add +27.0% | 266,120 | $139.9M |
| True Link Financial Advisors, LLC | 13.41% | Add +9.0% | 266,102 | $139.9M |
| Element Pointe Advisors, LLC | 35.71% | Add +54.3% | 265,135 | $139.4M |
| 26North Partners LP | 100.00% | Add +0.1% | 248,655 | $130.7M |
| Monashee Investment Management LLC | 15.54% | Reduce -0.6% | 247,110 | $129.9M |
| Sfmg, LLC | 11.15% | Reduce -0.6% | 246,530 | $129.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 3.98% | Reduce -2.0% | 246,260 | $129.5M |
| Bank of Hawaii | 6.16% | Reduce -4.9% | 240,650 | $126.5M |
| Toronto Dominion Bank | 0.20% | No change | 238,950 | $125.6M |
| Japan Science & Technology Agency | 1.55% | Reduce -77.6% | 238,164 | $125.2M |
| Icon Wealth Advisors, LLC | 11.58% | Reduce -15.4% | 237,176 | $124.7M |
| Robertson Stephens Wealth Management, LLC | 6.80% | Add +3.6% | 235,806 | $124.0M |
| Lee Financial Co | 20.49% | Add +7.5% | 233,196 | $122.6M |
| Commerce Bank | 0.81% | Add +1.4% | 232,422 | $122.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.28% | Add +6.9% | 232,124 | $122.1M |
| Ullmann Wealth Partners Group, LLC | 18.11% | Add +1.9% | 231,669 | $121.8M |
| Financial Synergies Wealth Advisors, Inc. | 15.95% | Reduce -5.3% | 231,180 | $121.5M |
| McNamara Financial Services, Inc. | 25.89% | Reduce -4.3% | 230,255 | $121.1M |
| Phillips Financial Management, LLC | 9.86% | Add +0.5% | 228,943 | $120.4M |
| Merit Financial Group, LLC | 2.86% | Add +24.2% | 233,717 | $120.1M |
| Home Federal Bank of Tennessee | 37.01% | Reduce -1.7% | 227,585 | $119.6M |
| SVB Wealth LLC | 2.65% | Add +6.9% | 226,196 | $118.9M |
| Advisory Services Network, LLC | 2.62% | Reduce -2.7% | 225,129 | $118.4M |
| Pegasus Partners Ltd. | 12.51% | Reduce -0.2% | 224,583 | $118.1M |
| Litman Gregory Wealth Management LLC | 10.68% | Add +0.5% | 224,087 | $117.8M |
| Brookstone Capital Management | 2.10% | Reduce -6.6% | 223,456 | $117.5M |
| Mesirow Financial Investment Management, Inc. | 2.64% | Add +26.4% | 221,090 | $116.3M |
| Sandy Spring Bank | 5.26% | Add +0.8% | 219,841 | $115.6M |
| First Horizon Advisors, Inc. | 3.57% | Add +0.6% | 219,817 | $115.6M |
| Farther Finance Advisors, LLC | 7.01% | Add +14.8% | 219,623 | $115.3M |
| RPTC Inc. | 24.31% | Reduce -10.9% | 218,957 | $115.1M |
| Perigon Wealth Management, LLC | 3.48% | Add +68.7% | 218,317 | $114.8M |
| B. Riley Wealth Advisors, Inc. | 3.09% | Add +7.9% | 264,663 | $114.2M |
| Retirement Income Solutions, Inc. | 25.88% | Add +1.8% | 217,105 | $114.1M |
| Single Point Partners, LLC | 26.16% | Reduce -1.6% | 214,217 | $112.6M |
| First Foundation Advisors | 4.51% | Add +19.7% | 214,170 | $112.6M |
| Buckingham Strategic Wealth, LLC | 1.18% | Add +0.7% | 213,105 | $112.0M |
| FineMark National Bank & Trust | 4.10% | Add +1.8% | 210,000 | $110.4M |
| Rwa Wealth Partners, LLC | 1.48% | Add +9.6% | 209,029 | $109.9M |
| Abundance Wealth Counselors | 25.18% | Reduce -0.5% | 208,101 | $109.4M |
| Mutual Advisors, LLC | 3.50% | Reduce -7.9% | 207,440 | $109.1M |
| Quadrant Capital Group LLC | 8.58% | Add +5.7% | 206,712 | $108.7M |
| Lido Advisors, LLC | 0.96% | Add +3.6% | 203,737 | $107.1M |
| Goelzer Investment Management, Inc. | 6.06% | Add +5.2% | 203,589 | $107.0M |
| Gotham Asset Management | 1.61% | Add +10.4% | 202,516 | $106.5M |
| Prudential PLC | 0.87% | Reduce -2.6% | 200,824 | $105.6M |
| Capital Analysts, LLC | 4.87% | Reduce -3.4% | 198,371 | $104.3M |
| Deere & Co. | 74.24% | Reduce -7.3% | 198,162 | $104.2M |
| BLB&B Advisors, LLC | 5.85% | Add +3.6% | 197,444 | $103.8M |
| Rezny Wealth Management, Inc. | 36.40% | Reduce -1.7% | 194,562 | $102.3M |
| Horan Securities, Inc. | 48.09% | Reduce -2.2% | 193,860 | $101.9M |
| Invst, LLC | 12.07% | Reduce -22.3% | 194,049 | $101.9M |
| Apollon Wealth Management, LLC | 3.20% | Add +108.6% | 193,422 | $101.7M |
| Qalhat Capital Ltd | 84.96% | Reduce -28.5% | 193,210 | $101.6M |
| Karpus Management, Inc. | 2.92% | Reduce -15.7% | 192,559 | $101.2M |
| Principal Securities, Inc. | 3.13% | Add +52.0% | 190,857 | $100.3M |
| Dechtman Wealth Management, LLC | 23.38% | Add +0.4% | 190,632 | $100.2M |
| St. Clair Advisors, LLC | 32.52% | Add +3.8% | 190,466 | $100.1M |
| HSBC Holdings PLC | 0.07% | Add +2.0% | 190,275 | $100.0M |
| Allstate Corp. | 7.00% | Add +7.5% | 187,414 | $98.5M |
| Wealth Group Ltd | 30.02% | Add +2.6% | 186,297 | $97.5M |
| BBR Partners, LLC | 7.80% | Add +1346.3% | 185,227 | $97.4M |
| D.A. Davidson & Co. | 0.88% | Add +1.6% | 184,485 | $97.0M |
| Cambridge Associates LLC /Ma/ | 5.17% | Reduce -0.5% | 183,861 | $96.7M |
| High Falls Advisors, Inc | 24.30% | Reduce -16.2% | 183,677 | $96.6M |
| Core Wealth Advisors, Inc. | 32.70% | Reduce -3.5% | 183,045 | $96.2M |
| Mandatum Life Insurance Co Ltd | 32.05% | Add +6.4% | 182,296 | $95.8M |
| Tidal Investments LLC | 1.62% | Add +199.0% | 180,345 | $94.8M |
| Montag A & Associates Inc. | 4.66% | Add +1.8% | 177,012 | $93.1M |
| Satovsky Asset Management LLC | 27.20% | Reduce -1.6% | 176,859 | $93.0M |
| Focus Financial Network, Inc. | 4.53% | — | 185,234 | $93.0M |
| Ssi Investment Management LLC | 36.69% | Reduce -4.5% | 176,265 | $92.7M |
| McKinley Carter Wealth Services, Inc. | 6.11% | Add +3.9% | 173,765 | $91.4M |
| Valeo Financial Advisors, LLC | 3.27% | Add +3.3% | 179,601 | $91.2M |
| First Commonwealth Financial Corp | 24.15% | Add +2.3% | 173,047 | $91.0M |
| Ferguson Wellman Capital Management, Inc. | 1.84% | Add +3.0% | 172,014 | $90.4M |
| Callan Family Office, LLC | 21.18% | Add +14.8% | 171,850 | $90.3M |
| Cape Cod Five Cents Savings Bank | 8.70% | Reduce -1.6% | 171,641 | $90.2M |
| JNBA Financial Advisors | 9.41% | Add +535.6% | 170,518 | $89.6M |
| Fifth Third Wealth Advisors LLC | 13.94% | Add +158.4% | 170,223 | $89.5M |
| BSW Wealth Partners | 15.09% | Add +7.2% | 169,405 | $89.1M |
| Integrated Advisors Network LLC | 4.54% | Add +12.6% | 168,866 | $88.8M |
| Alps Advisors Inc. | 0.63% | Reduce -3.2% | 168,298 | $88.5M |
| Valley Forge Investment Consultants Inc. Adv | 34.50% | Add +4.0% | 168,252 | $88.5M |
| Unique Wealth, LLC | 24.89% | Add +2.3% | 167,661 | $88.1M |
| Spectrum Wealth Counsel, LLC | 10.77% | Add +1.7% | 167,380 | $88.0M |
| Chandler Asset Management, Inc. | 17.84% | Add +14.0% | 167,362 | $88.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.00% | Reduce -12.3% | 167,901 | $87.6M |
| Cibc World Market Inc. | 0.22% | Add +26.6% | 165,394 | $87.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +9.3% | 163,547 | $86.0M |
| Graypoint LLC | 6.22% | Add +11.1% | 163,496 | $86.0M |
| Glenmede Trust Co. NA | 0.43% | Reduce -0.0% | 163,302 | $85.9M |
| Forvis Mazars Wealth Advisors, LLC | 2.16% | Reduce -3.0% | 161,511 | $84.9M |
| Mackenzie Financial Corp. | 0.12% | Add +18.1% | 160,476 | $84.4M |
| Balentine LLC | 2.51% | Reduce -2.6% | 160,018 | $84.1M |
| Cisco Systems, Inc. | 18.60% | No change | 160,000 | $84.1M |
| Lowe Brockenbrough & Co. Inc. | 5.68% | Add +0.4% | 159,814 | $84.0M |
| M Holdings Securities, Inc. | 14.06% | Add +2.9% | 159,140 | $83.7M |
| Winthrop Advisory Group LLC | 11.84% | Add +2.5% | 155,691 | $81.9M |
| Hantz Financial Services, Inc. | 1.59% | Reduce -5.9% | 155,427 | $81.7M |
| Arvest Trust Co. N A | 4.63% | Reduce -3.5% | 154,987 | $81.5M |
| SteelPeak Wealth, LLC | 4.17% | Reduce -22.8% | 154,963 | $81.5M |
| Bryn Mawr Trust Advisors, LLC | 4.58% | Reduce -2.8% | 158,462 | $80.7M |
| Tortoise Investment Management, LLC | 9.68% | Add +3.0% | 151,716 | $79.8M |
| Chevy Chase Trust Holdings, LLC | 0.26% | Reduce -28.2% | 151,228 | $79.5M |
| Whittier Trust Co. of Nevada Inc. | 2.28% | Add +0.0% | 151,202 | $79.5M |
| 1900 Wealth Management LLC | 7.25% | Add +3.8% | 151,168 | $79.5M |
| Ensign Peak Advisors, Inc | 0.14% | Reduce -36.0% | 150,276 | $79.0M |
| Narwhal Capital Management | 7.72% | Add +2.6% | 149,972 | $78.8M |
| Kovack Advisors, Inc. | 9.43% | Reduce -15.8% | 148,195 | $77.9M |
| King Wealth Management Group | 13.65% | Add +2.0% | 148,057 | $77.8M |
| RTD Financial Advisors, Inc. | 10.43% | Reduce -1.0% | 147,581 | $77.6M |
| Stock Yards Bank & Trust Co. | 2.56% | Add +1.6% | 147,303 | $77.4M |
| Blue Trust, Inc. | 1.08% | Reduce -23.5% | 145,837 | $76.7M |
| Courier Capital LLC | 5.55% | Add +0.7% | 145,817 | $76.7M |
| Stone House Investment Management, LLC | 17.98% | Add +15.3% | 145,460 | $76.5M |
| Morningstar Investment Services LLC | 0.84% | Reduce -49.0% | 145,134 | $76.3M |
| Crewe Advisors LLC | 8.85% | Add +3.0% | 144,433 | $75.9M |
| Old National Bancorp | 1.80% | Add +2.9% | 144,359 | $75.9M |
| JSF Financial, LLC | 23.72% | Add +16.3% | 144,113 | $75.8M |
| Ironclad Investments LLC | 48.68% | Reduce -3.4% | 143,775 | $75.6M |
| Regal Investment Advisors LLC | 5.14% | Reduce -15.9% | 143,038 | $75.2M |
| SigFig Wealth Management, LLC | 2.73% | Reduce -12.9% | 141,322 | $74.3M |
| Wilshire Advisors LLC | 36.79% | Reduce -4.3% | 140,673 | $74.0M |
| Arcataur Capital Management LLC | 26.44% | Reduce -2.1% | 139,980 | $73.6M |
| Lincoln National Corp. | 1.14% | Add +19.9% | 139,036 | $73.1M |
| 1832 Asset Management L.P. | 0.13% | Add +49.1% | 138,974 | $73.1M |
| Snowden Capital Advisors LLC | 2.30% | Add +31.9% | 138,500 | $72.8M |
| Physician Wealth Advisors, Inc. | 15.22% | Reduce -1.2% | 143,056 | $72.4M |
| Smith Anglin Financial, LLC | 7.40% | Reduce -9.2% | 136,246 | $71.6M |
| MV Capital Management, Inc. | 8.16% | Reduce -0.0% | 135,704 | $71.3M |
| Summit Financial Strategies, Inc. | 9.94% | Reduce -2.1% | 135,570 | $71.3M |
| Cim Investment Management Inc. | 21.14% | Add +0.1% | 134,924 | $70.9M |
| Pine Ridge Advisers LLC | 8.29% | No change | 134,921 | $70.9M |
| Deutsche Bank AG | 0.03% | Add +5.2% | 134,520 | $70.7M |
| Victory Capital Management Inc. | 0.07% | Reduce -34.9% | 134,483 | $70.7M |
| Townsquare Capital LLC | 1.03% | Add +12.9% | 134,399 | $70.7M |
| Country Trust Bank | 1.83% | Add +13.3% | 134,203 | $70.6M |
| Destination Wealth Management | 2.34% | Reduce -1.4% | 134,044 | $70.5M |
| Amarillo National Bank | 13.07% | Reduce -0.7% | 133,217 | $70.0M |
| Ritter Daniher Financial Advisory LLC / DE | 22.98% | Add +1.5% | 132,099 | $69.4M |
| Amtrust Financial Services, Inc. | 36.09% | No change | 131,800 | $69.3M |
| Divergent Planning, LLC | 29.17% | Add +0.9% | 131,526 | $69.0M |
| Curi Capital, LLC | 1.61% | Add +1134.7% | 130,731 | $68.7M |
| AMG National Trust Bank | 2.01% | Add +0.0% | 130,569 | $68.6M |
| Great Lakes Advisors, LLC | 0.58% | Add +29.5% | 130,486 | $68.6M |
| StoneX Group Inc. | 6.14% | Add +4.7% | 129,947 | $68.3M |
| Cardinal Strategic Wealth Guidance | 25.47% | Reduce -7.8% | 128,891 | $67.8M |
| Onyx Bridge Wealth Group LLC | 12.02% | Add +43.4% | 131,768 | $67.3M |
| Resonant Capital Advisors, LLC | 5.74% | Add +3.1% | 127,708 | $67.1M |
| Geneos Wealth Management Inc. | 3.07% | Reduce -5.6% | 127,558 | $67.1M |
| Lineweaver Wealth Advisors, LLC | 15.88% | Add +2.1% | 127,185 | $66.9M |
| Gray Private Wealth, LLC | 43.75% | — | 126,419 | $66.5M |
| Pinnacle Associates Ltd. | 1.05% | Add +2.9% | 126,320 | $66.4M |
| Wealth Architects, LLC | 8.74% | Reduce -0.9% | 126,098 | $66.3M |
| Catalyst Financial Partners LLC | 16.92% | Add +12.8% | 130,744 | $65.8M |
| Prio Wealth Limited Partnership | 1.89% | Add +3.4% | 124,513 | $65.5M |
| BOK Financial Private Wealth, Inc. | 4.87% | Reduce -3.0% | 124,349 | $65.4M |
| Cahill Wealth Management, LLC | 37.96% | Reduce -0.1% | 124,051 | $65.2M |
| KFA Private Wealth Group, LLC | 20.22% | Add +5.5% | 123,966 | $65.2M |
| Janiczek Wealth Management, LLC | 13.75% | Add +2.7% | 122,844 | $64.6M |
| New England Professional Planning Group Inc. | 33.68% | Reduce -1.3% | 122,829 | $64.6M |
| Keebeck Wealth Management | 9.50% | Reduce -0.7% | 122,815 | $64.6M |
| Accredited Investors Inc. | 4.14% | Reduce -1.2% | 122,577 | $64.4M |
| LGL Partners, LLC | 10.65% | Add +62.2% | 120,967 | $63.6M |
| Hudock, Inc. | 14.00% | Reduce -0.9% | 120,871 | $63.5M |
| KMG Fiduciary Partners, LLC | 6.54% | Add +0.9% | 120,123 | $63.2M |
| Fulton Breakefield Broenniman LLC | 4.85% | Add +6.6% | 119,884 | $63.0M |
| Vision Capital Management, Inc. | 9.35% | Reduce -2.7% | 119,245 | $62.7M |
| Centerpoint Advisors, LLC | 23.38% | Add +18.2% | 118,679 | $62.4M |
| Standpoint Asset Management, LLC | 16.20% | Add +3.4% | 118,300 | $62.2M |
| Gries Financial LLC | 10.34% | Reduce -0.0% | 117,591 | $61.8M |
| Keystone Financial Services | 26.68% | Reduce -15.2% | 116,326 | $61.2M |
| Sowell Financial Services LLC | 2.87% | Reduce -2.1% | 115,837 | $60.9M |
| Prime Capital Investment Advisors, LLC | 0.85% | Reduce -3.5% | 115,722 | $60.8M |
| Relative Value Partners Group, LLC | 3.83% | Reduce -2.0% | 125,326 | $60.8M |
| Wealth Alliance, LLC | 7.97% | Reduce -17.2% | 115,575 | $60.8M |
| Liberty Wealth Management LLC | 11.81% | Reduce -8.2% | 115,072 | $60.5M |
| Mascoma Wealth Management LLC | 17.20% | Reduce -1.9% | 114,958 | $60.4M |
| Rafferty Asset Management, LLC | 0.23% | No change | 114,865 | $60.4M |
| HB Wealth Management, LLC | 0.76% | Add +2.5% | 114,816 | $60.4M |
| Ledyard National Bank | 5.80% | Add +16.3% | 114,048 | $60.0M |
| Citadel Advisors | 0.06% | Add +468.7% | 113,325 | $59.6M |
| Alaska Permanent Capital Management, LLC | 4.63% | Reduce -9.8% | 113,024 | $59.5M |
| Well Done, LLC | 11.68% | Add +14.2% | 112,990 | $59.4M |
| Nottingham Advisors, Inc. | 7.23% | Reduce -2.2% | 112,424 | $59.1M |
| Simplicity Wealth,LLC | 1.40% | Add +219.6% | 111,626 | $58.7M |
| Bokf, NA | 1.06% | Reduce -1.0% | 111,085 | $58.3M |
| West Coast Financial LLC | 7.06% | Reduce -3.3% | 110,678 | $58.2M |
| Rational Advisors, Inc. | 5.47% | Reduce -8.3% | 109,601 | $57.6M |
| Towercrest Capital Management | 9.70% | Add +2.5% | 109,342 | $57.5M |
| HighMark Wealth Management LLC | 35.50% | Reduce -3.4% | 109,351 | $57.3M |
| Financial Partners Group, Inc | 9.11% | Add +2.5% | 108,685 | $57.1M |
| Lodestar Private Asset Management LLC | 8.14% | Reduce -0.2% | 108,558 | $57.1M |
| GTS Securities LLC | 1.54% | Add +6.6% | 108,452 | $57.0M |
| Nuveen Asset Management, LLC | 0.02% | Add +3.7% | 108,244 | $56.9M |
| Conning Inc. | 1.94% | Reduce -3.6% | 107,942 | $56.7M |
| ESL Trust Services, LLC | 14.78% | Reduce -9.0% | 107,410 | $56.5M |
| Allworth Financial LP | 0.40% | Reduce -6.9% | 106,950 | $56.2M |
| Harfst & Associates, Inc. | 13.34% | Reduce -1.5% | 106,888 | $56.2M |
| Crescent Grove Advisors, LLC | 5.85% | Add +5.8% | 106,768 | $56.1M |
| Avior Wealth Management, LLC | 2.60% | Add +11.4% | 106,589 | $56.0M |
| Advisors Capital Management, LLC | 1.03% | Add +22.3% | 106,543 | $56.0M |
| Global Retirement Partners, LLC | 2.09% | Add +3.9% | 106,505 | $56.0M |
| Stewardship Advisors, LLC | 19.10% | Add +26.3% | 106,159 | $55.8M |
| Swmg, LLC | 25.12% | Reduce -16.5% | 106,154 | $55.8M |
| Parker Investment Management, LLC | 9.61% | Reduce -1.2% | 105,696 | $55.6M |
| Smith, Moore & Co. | 5.91% | Add +3.2% | 105,474 | $55.5M |
| PDS Planning, Inc | 5.80% | Reduce -0.2% | 104,951 | $55.2M |
| Oppenheimer & Co. Inc. | 0.91% | Reduce -1.6% | 104,617 | $55.0M |
| Dynamic Advisor Solutions LLC | 1.85% | Add +4.3% | 104,377 | $54.9M |
| TCP Asset Management, LLC | 14.49% | Add +36.8% | 104,284 | $54.8M |
| Community Bank, N.A. | 7.18% | Reduce -1.8% | 104,080 | $54.7M |
| Crestmont Private Wealth LLC | 27.03% | Reduce -6.8% | 103,632 | $54.5M |
| Mutual of America Capital Management LLC | 0.59% | Add +5023.9% | 103,452 | $54.4M |
| Mizuho Markets Americas LLC | 1.48% | Add +108.5% | 103,060 | $54.2M |
| TD Private Client Wealth LLC | 1.78% | Add +4.8% | 102,996 | $54.1M |
| Prosperity Consulting Group, LLC | 6.79% | Add +45.5% | 102,940 | $54.1M |
| Grant Street Asset Management, Inc. | 17.55% | Reduce -8.8% | 102,748 | $54.0M |
| Ironwood Financial, llc | 12.41% | Add +1.9% | 102,668 | $54.0M |
| Sand Hill Global Advisors, LLC | 2.56% | Reduce -0.5% | 102,624 | $54.0M |
| Wela Strategies, Inc. | 25.47% | Add +23.0% | 102,519 | $53.9M |
| Bryant Woods Investment Advisors, LLC | 31.47% | Add +16.4% | 101,452 | $53.3M |
| Heritage Investment Group, Inc. | 7.23% | Add +3.0% | 101,404 | $53.3M |
| Bontempo Ohly Capital Mgmt LLC | 25.90% | Reduce -16.1% | 100,993 | $53.1M |
| Alternative Investment Advisors, LLC. | 31.91% | Add +8.5% | 100,917 | $53.0M |
| TNF LLC | 20.94% | Add +2.6% | 104,114 | $52.9M |
| Oxford Financial Group, LTD. LLC | 3.66% | Reduce -4.0% | 100,331 | $52.7M |
| Heck Capital Advisors, LLC | 8.04% | Reduce -3.5% | 100,211 | $52.7M |
| Twele Capital Management, Inc. | 11.84% | Reduce -31.7% | 99,562 | $52.3M |
| CX Institutional | 2.52% | Reduce -0.2% | 99,466 | $52.3M |
| Per Stirling Capital Management, LLC. | 8.70% | Reduce -0.8% | 99,119 | $52.1M |
| Rhumbline Advisers | 0.05% | Reduce -27.9% | 99,089 | $52.1M |
| First Citizens Bank & Trust Co. | 1.00% | Add +24.4% | 99,003 | $52.0M |
| Stonegate Investment Group, LLC | 1.63% | Add +2.7% | 98,869 | $52.0M |
| Droms Strauss Advisors Inc. /Mo/ | 19.02% | Reduce -1.1% | 98,839 | $52.0M |
| Fairhaven Wealth Management, LLC | 17.81% | Add +6.3% | 98,716 | $51.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.18% | Reduce -5.5% | 98,707 | $51.9M |
| Baker Avenue Asset Management, LP | 2.00% | Add +0.1% | 98,617 | $51.8M |
| Choreo, LLC | 1.33% | Add +2.8% | 98,592 | $51.8M |
| Mayflower Financial Advisors, LLC | 8.66% | Add +0.1% | 117,344 | $51.8M |
| Ameritas Investment Partners, Inc. | 1.78% | Reduce -6.9% | 98,501 | $51.8M |
| Life Line Wealth Management LLC | 19.57% | Add +3.9% | 98,282 | $51.7M |
| Kelly Financial Services LLC | 19.63% | Reduce -29.0% | 97,564 | $51.3M |
| Bar Harbor Wealth Management | 3.42% | Add +2.5% | 97,170 | $51.1M |
| Fiducient Advisors LLC | 10.07% | Add +0.5% | 96,743 | $50.9M |
| Requisite Capital Management, LLC | 11.08% | Add +36.9% | 96,710 | $50.8M |
| Proathlete Wealth Management LLC | 26.94% | Add +2.2% | 96,351 | $50.7M |
| Sequoia Financial Advisors, LLC | 0.63% | Reduce -8.2% | 96,325 | $50.6M |
| Country Club Bank | 3.57% | Add +8.6% | 96,121 | $50.5M |
| Louisiana State Employees Retirement System | 0.98% | Add +25.3% | 96,000 | $50.5M |
| Wharton Business Group, LLC | 2.42% | Reduce -0.5% | 95,900 | $50.4M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +2.1% | 95,403 | $50.2M |
| Strategic Point Investment Advisors, LLC | 9.08% | Add +1.3% | 95,195 | $50.0M |
| Highland Capital Management, LLC | 2.88% | Reduce -1.7% | 95,180 | $50.0M |
| Kestra Private Wealth Services, LLC | 1.13% | Reduce -7.6% | 95,070 | $50.0M |
| Tectonic Advisors LLC | 3.81% | Add +15.9% | 95,044 | $50.0M |
| Smithfield Trust Co | 2.65% | Reduce -1.9% | 94,982 | $49.9M |
| Cambridge Trust Co. | 1.89% | Reduce -0.5% | 94,850 | $49.9M |
| PAX Financial Group, LLC | 9.95% | Reduce -27.9% | 94,339 | $49.6M |
| Cypress Capital Group | 5.92% | Add +22.5% | 94,060 | $49.5M |
| Simon Quick Advisors, LLC | 3.69% | Add +32.5% | 93,657 | $49.2M |
| IFS Advisors, LLC | 42.85% | Add +19.2% | 93,371 | $49.1M |
| Ancora Advisors LLC | 1.12% | Add +1.1% | 93,041 | $48.9M |
| SG Americas Securities, LLC | 0.25% | Add +6073.7% | 92,853 | $48.8M |
| Beaumont Financial Advisors, LLC | 4.02% | Add +35.3% | 92,851 | $48.8M |
| Voya Financial Advisors, Inc. | 5.53% | Add +77.7% | 92,151 | $48.4M |
| ONE Advisory Partners, LLC | 23.76% | Reduce -23.1% | 91,965 | $48.3M |
| Meridian Wealth Advisors, LLC | 9.06% | Add +1.9% | 91,760 | $48.2M |
| FFT Wealth Management LLC | 4.14% | Add +25.7% | 91,438 | $48.1M |
| Roth Financial Partners LLC | 21.00% | Add +14.7% | 90,206 | $47.4M |
| Prospera Financial Services Inc | 1.40% | Add +20.7% | 89,446 | $47.0M |
| Rogco, LP | 19.23% | Add +1.1% | 89,451 | $47.0M |
| Hoxton Planning & Management, LLC | 22.49% | Reduce -10.8% | 89,406 | $47.0M |
| Pettinga Financial Advisors LLC | 11.97% | Reduce -4.0% | 89,353 | $47.0M |
| Central Pacific Bank - Trust Division | 6.13% | — | 89,315 | $46.9M |
| Wilmington Savings Fund Society, FSB | 1.79% | — | 88,927 | $46.8M |
| University of Massachusetts Foundation, Inc. | 19.41% | Reduce -7.4% | 88,714 | $46.6M |
| Teramo Advisors, LLC | 23.32% | No change | 88,700 | $46.6M |
| Visionary Wealth Advisors | 3.14% | Reduce -4.5% | 88,511 | $46.5M |
| Colton Groome Financial Advisors, LLC | 18.63% | Add +4.7% | 88,145 | $46.3M |
| Bristlecone Advisors, LLC | 4.05% | Add +11.9% | 87,658 | $46.1M |
| Bank of Stockton | 14.17% | Reduce -1.8% | 87,353 | $45.9M |
| Composition Wealth, LLC | 1.15% | Add +9.6% | 87,161 | $45.8M |
| Concourse Financial Group Securities, Inc. | 2.96% | Reduce -25.2% | 87,134 | $45.8M |
| J.W. Cole Advisors, Inc. | 2.31% | Add +12.5% | 87,024 | $45.7M |
| Smith Chas P & Associates Pa Cpas | 2.75% | Reduce -3.6% | 86,556 | $45.5M |
| Wealth Alliance Advisory Group, LLC | 10.50% | Add +2.3% | 86,088 | $45.3M |
| Consilio Wealth Advisors, LLC | 21.05% | Add +3.8% | 85,490 | $44.9M |
| Crestwood Advisors Group, LLC | 0.98% | Add +2.9% | 85,184 | $44.8M |
| Citigroup Inc. | 0.05% | Add +11.0% | 85,088 | $44.7M |
| Orrstown Financial Services Inc. | 24.77% | Add +21.1% | 84,574 | $44.5M |
| Clearstead Advisors, LLC | 2.19% | Add +7.7% | 84,473 | $44.2M |
| Bluestem Financial Advisors, LLC | 22.64% | Add +9.5% | 83,335 | $43.8M |
| Ameritas Advisory Services, LLC | 1.80% | Add +29.4% | 85,437 | $43.6M |
| TD Capital Management LLC | 4.65% | Reduce -3.1% | 82,949 | $43.6M |
| Sage Advisory Services, Ltd.Co. | 11.89% | Reduce -9.5% | 82,830 | $43.5M |
| Watershed Private Wealth LLC | 19.21% | Add +38.2% | 82,518 | $43.4M |
| Agur Provident & Training Funds Management Ltd. | 13.12% | Reduce -21.9% | 85,430 | $43.1M |
| Hollencrest Capital Management | 1.96% | New | 81,373 | $42.8M |
| Mather Group, Llc. | 0.67% | Reduce -0.9% | 89,483 | $42.7M |
| Natixis Advisors, LLC | 0.10% | Reduce -17.2% | 81,045 | $42.6M |
| Marino, Stram & Associates LLC | 10.07% | Reduce -0.1% | 80,859 | $42.5M |
| Concurrent Investment Advisors, LLC | 1.71% | Add +12.1% | 80,218 | $42.2M |
| Cornerstone Wealth Management, LLC | 3.41% | Add +0.4% | 80,173 | $42.1M |
| Shelter Ins Retirement Plan | 57.48% | Reduce -37.3% | 80,061 | $42.1M |
| Diversified, LLC | 5.79% | Add +52.9% | 80,006 | $42.1M |
| Waterford Advisors, LLC | 17.81% | Add +3.3% | 79,850 | $42.0M |
| USA Financial Formulas | 6.80% | Add +4.8% | 79,823 | $42.0M |
| Guidance Point Advisors, LLC | 14.19% | Add +0.4% | 79,553 | $41.9M |
| EP Wealth Advisors, LLC | 0.49% | Reduce -1.7% | 79,346 | $41.7M |
| Parkside Investments, LLC | 6.61% | Add +20.3% | 79,330 | $41.7M |
| Clear Creek Financial Management, LLC | 5.31% | Add +4.6% | 78,969 | $41.5M |
| Gladstone Institutional Advisory LLC | 2.28% | Reduce -4.3% | 78,944 | $41.5M |
| Keeley-Teton Advisors, LLC | 5.11% | Add +3.0% | 78,897 | $41.5M |
| Progeny 3, Inc. | 4.56% | Reduce -19.9% | 78,769 | $41.4M |
| Allianz Asset Management GmbH | 0.07% | No change | 78,550 | $41.3M |
| New England Asset Management Inc. | 6.66% | No change | 78,255 | $41.1M |
| SkyView Investment Advisors, LLC | 7.59% | Add +9.7% | 77,799 | $40.9M |
| Custos Family Office, LLC | 21.07% | Reduce -2.1% | 77,680 | $40.8M |
| Cranbrook Wealth Management, LLC | 10.32% | Add +4.0% | 77,602 | $40.8M |
| Wintrust Investments LLC | 3.60% | Reduce -0.1% | 77,579 | $40.8M |
| Bank Hapoalim BM | 5.48% | No change | 77,340 | $40.7M |
| Atlanta Consulting Group Advisors, LLC | 14.06% | — | 77,306 | $40.6M |
| Securian Asset Management, Inc. | 1.19% | Reduce -38.3% | 77,260 | $40.6M |
| McAlister, Sweet & Associates, Inc. | 31.82% | Add +19.8% | 77,048 | $40.5M |
| Baron Silver Stevens Financial Advisors, LLC | 7.88% | Reduce -0.1% | 76,985 | $40.5M |
| Cornerstone Wealth Group, LLC | 3.68% | Add +0.7% | 75,765 | $39.8M |
| Buska Wealth Management, LLC | 17.42% | — | 75,586 | $39.7M |
| Spreng Capital Management, Inc. | 21.39% | Add +7.3% | 75,461 | $39.7M |
| Bluesphere Advisors LLC | 21.94% | Add +2.8% | 75,319 | $39.6M |
| Advus Financial Partners, LLC | 12.23% | Add +4.2% | 75,283 | $39.6M |
| Financial Counselors Inc. | 0.67% | Add +61.0% | 75,266 | $39.6M |
| Kelleher Financial Advisors | 16.39% | Add +2.5% | 75,175 | $39.5M |
| Coyle Financial Counsel LLC | 14.13% | Add +0.0% | 75,125 | $39.5M |
| Ironwood Wealth Management, LLC. | 12.80% | Reduce -2.0% | 75,079 | $39.5M |
| Harbour Investments, Inc. | 1.39% | Add +1.3% | 74,764 | $39.3M |
| WealthShield Partners, LLC | 6.34% | Reduce -18.0% | 74,587 | $39.2M |
| Benjamin F. Edwards & Company, Inc. | 0.71% | Add +2.6% | 74,472 | $39.2M |
| Savant Capital, LLC | 0.45% | Reduce -4.6% | 74,424 | $39.1M |
| Banco Santander, S.A. | 0.47% | Reduce -4.4% | 74,398 | $39.1M |
| GoalFusion Wealth Management, LLC | 24.87% | Reduce -3.0% | 74,281 | $39.1M |
| Armstrong Advisory Group, Inc. | 3.77% | No change | 81,373 | $38.9M |
| Certuity, LLC | 3.43% | Add +70.8% | 73,685 | $38.7M |
| Raymond James Trust N.A. | 0.94% | Reduce -0.7% | 73,669 | $38.7M |
| RFG Advisory, LLC | 1.31% | Reduce -8.9% | 73,426 | $38.6M |
| CoreCap Advisors, LLC | 2.04% | Add +23.1% | 73,331 | $38.6M |
| Affinity Capital Advisors, LLC | 8.58% | Add +27.2% | 73,204 | $38.5M |
| WCG Wealth Advisors LLC | 3.21% | Add +83.0% | 72,989 | $38.4M |
| Elevation Point Wealth Partners, LLC | 2.93% | Reduce -31.3% | 72,711 | $38.2M |
| MCF Advisors LLC | 2.95% | Reduce -0.1% | 72,510 | $38.1M |
| Ieq Capital, LLC | 0.55% | Add +3.7% | 72,198 | $38.0M |
| Summit X, LLC | 9.72% | Reduce -45.0% | 72,087 | $37.9M |
| Beaumont Asset Management, L.L.C. | 25.22% | Add +0.6% | 72,094 | $37.9M |
| Patriot Financial Group Insurance Agency, LLC | 6.02% | Add +46.4% | 71,990 | $37.8M |
| Bailard, Inc. | 1.04% | Reduce -1.6% | 71,726 | $37.7M |
| Sovereign Investment Advisors, LLC | 12.96% | Add +0.3% | 71,445 | $37.6M |
| Bridges Investment Management Inc. | 1.17% | Reduce -1.4% | 71,144 | $37.4M |
| Riverstone Advisors, LLC | 22.30% | Add +0.2% | 71,143 | $37.4M |
| Benedetti & Gucer, Inc. | 18.53% | Reduce -10.7% | 70,949 | $37.3M |
| Fort Henry Capital, LLC | 27.40% | Reduce -5.4% | 70,657 | $37.1M |
| Bernardo Wealth Planning LLC | 10.31% | Add +8.5% | 70,539 | $37.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.04% | Add +5.9% | 70,538 | $37.1M |
| Pps&v Asset Management Consultants, Inc. | 27.24% | Reduce -2.1% | 70,334 | $37.0M |
| Kaye Capital Management | 16.00% | Reduce -1.1% | 69,795 | $36.7M |
| Evercore Wealth Management, LLC | 0.58% | Reduce -9.9% | 69,793 | $36.7M |
| Capital Planning LLC | 11.97% | Add +9.2% | 69,769 | $36.7M |
| Advanced Asset Management Advisors Inc | 8.99% | No change | 69,200 | $36.4M |
| NDWM LLC | 33.04% | Add +2.8% | 69,030 | $36.3M |
| Rakuten Investment Management, Inc. | 0.27% | Add +12.7% | 68,901 | $36.2M |
| AAF Wealth Management, LLC | 20.34% | Add +1.5% | 68,788 | $36.2M |
| Meridian Management Co. | 9.81% | Reduce -4.1% | 68,331 | $35.9M |
| Baltimore-Washington Financial Advisors, Inc. | 2.28% | Add +6.1% | 68,200 | $35.9M |
| Stratos Wealth Advisors, LLC | 2.12% | Reduce -6.4% | 67,935 | $35.7M |
| Argent Trust Co | 1.61% | Reduce -1.9% | 67,935 | $35.7M |
| Fi3 FINANCIAL ADVISORS, LLC | 16.32% | Reduce -4.8% | 69,056 | $35.5M |
| Integris Wealth Management, LLC | 9.81% | Reduce -1.9% | 67,488 | $35.5M |
| Flagstar Securities, Inc. | 9.78% | Add +6.5% | 66,817 | $35.1M |
| Alpha Financial Partners LLC | 31.86% | Add +3.6% | 66,593 | $35.0M |
| Cornerstone Advisory, LLC | 4.97% | Reduce -0.1% | 66,296 | $34.9M |
| Lakeshore Financial Planning, Inc. | 17.57% | Add +3.8% | 66,024 | $34.7M |
| Rossmore Private Capital | 4.53% | Add +4.8% | 65,758 | $34.6M |
| Exencial Wealth Advisors, LLC | 1.29% | Reduce -6.7% | 65,473 | $34.4M |
| Fifth Third Securities, Inc. | 3.34% | Add +3.5% | 65,420 | $34.4M |
| Cypress Wealth Services, LLC | 7.99% | Reduce -14.0% | 65,274 | $34.3M |
| Wescott Financial Advisory Group, LLC | 4.23% | Add +9.3% | 64,686 | $34.0M |
| Rehmann Capital Advisory Group | 2.53% | Add +0.6% | 64,596 | $34.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 2.52% | Reduce -1.5% | 64,452 | $33.9M |
| Tower Research Capital LLC (TRC) | 0.82% | Add +83585.7% | 64,438 | $33.9M |
| Hennion & Walsh Asset Management, Inc. | 1.80% | Add +3.4% | 64,190 | $33.7M |
| Trek Financial, LLC | 2.67% | Reduce -28.0% | 64,120 | $33.7M |
| Norris Perne & French LLP | 2.43% | Reduce -2.3% | 64,103 | $33.7M |
| Washington Trust Bank | 3.21% | Add +1.6% | 64,040 | $33.7M |
| Aveo Capital Partners, LLC | 3.66% | Add +4.1% | 65,319 | $33.6M |
| Sachem Hill LLC | 7.87% | Add +0.1% | 63,840 | $33.6M |
| Eldridge Investment Advisors, Inc. | 8.61% | Reduce -18.9% | 63,806 | $33.5M |
| ETF Store, Inc. | 19.13% | Add +2.4% | 63,768 | $33.5M |
| Foster Group, Inc. | 1.66% | Add +6.7% | 63,706 | $33.5M |
| WealthNavi Inc. | 0.44% | Add +331715.8% | 63,045 | $33.1M |
| International City Management Association Retirement Corp | 27.68% | No change | 63,011 | $33.1M |
| TD Waterhouse Canada Inc. | 0.25% | Reduce -18.2% | 63,100 | $33.1M |
| Financial Management Network Inc. | 8.32% | Reduce -0.8% | 64,044 | $33.0M |
| Lwmg, LLC | 7.59% | Reduce -3.6% | 62,548 | $32.9M |
| Greenup Street Wealth Management LLC | 8.20% | Reduce -11.1% | 62,156 | $32.7M |
| JFS Wealth Advisors, LLC | 2.59% | Reduce -2.4% | 62,025 | $32.6M |
| Wedbush Securities Inc. | 1.22% | Reduce -7.8% | 61,913 | $32.5M |
| Halpern Financial, Inc. | 9.35% | Reduce -3.0% | 61,668 | $32.2M |
| Cobblestone Asset Management LLC | 21.65% | Reduce -28.8% | 60,697 | $31.9M |
| Verus Capital Partners, LLC | 3.52% | Add +3.0% | 60,514 | $31.8M |
| Bellwether Advisors, LLC | 6.94% | Add +0.0% | 60,089 | $31.6M |
| FinTrust Capital Advisors, LLC | 6.07% | Reduce -3.1% | 59,793 | $31.4M |
| Enzi Wealth | 14.76% | Reduce -4.2% | 62,008 | $31.4M |
| Portland Global Advisors LLC | 4.29% | Add +4.1% | 59,791 | $31.4M |
| Fermata Advisors, LLC | 7.07% | Reduce -9.8% | 59,737 | $31.4M |
| Colonial Trust Advisors | 3.10% | Add +2.0% | 59,581 | $31.3M |
| JTC Employer Solutions Trustee Ltd | 1.98% | No change | 59,394 | $31.2M |
| Lantz Financial LLC | 10.04% | Reduce -8.0% | 59,356 | $31.2M |
| Bull Oak Capital, LLC | 20.82% | Add +21.9% | 59,089 | $31.1M |
| Cypress Financial Planning LLC | 14.21% | Add +57.5% | 59,043 | $31.0M |
| Capital Advisors Wealth Management, LLC | 6.43% | Add +2.7% | 59,001 | $31.0M |
| Beacon Investment Advisory Services, Inc. | 1.34% | Reduce -1.6% | 58,944 | $31.0M |
| Rain Capital Management, LLC | 20.72% | Reduce -1.7% | 58,799 | $30.9M |
| Stonebridge Capital Advisors LLC | 2.77% | Add +7.8% | 58,651 | $30.8M |
| Edge Capital Group, LLC | 1.53% | Add +15.1% | 58,541 | $30.8M |
| Coastline Trust Co | 3.71% | Add +9.4% | 58,463 | $30.7M |
| Fidelis Capital Partners, LLC | 4.67% | Add +60.0% | 58,450 | $30.7M |
| Waterloo Capital, L.P. | 3.93% | Add +46.7% | 58,421 | $30.7M |
| GDS Wealth Management | 3.58% | Reduce -1.2% | 58,221 | $30.6M |
| NorthCoast Asset Management LLC | 0.39% | Add +596.1% | 58,017 | $30.5M |
| NRI Wealth Management LC | 25.63% | Add +5.6% | 57,713 | $30.3M |
| National Bank of Canada | 0.05% | Add +26.8% | 58,014 | $30.3M |
| FOCUS Wealth Advisors, LLC | 16.21% | Add +0.2% | 57,610 | $30.3M |
| Commonwealth Financial Services, LLC | 7.12% | Reduce -0.2% | 63,233 | $30.2M |
| Dorsey & Whitney Trust CO LLC | 2.06% | Add +7.2% | 57,441 | $30.2M |
| Beacon Financial Planning, Inc. | 21.05% | Reduce -0.7% | 57,357 | $30.2M |
| Novare Capital Management LLC | 2.72% | Add +8.8% | 57,261 | $30.1M |
| Morris Financial Concepts, Inc. | 15.35% | Add +22.1% | 57,072 | $30.0M |
| Verger Capital Management LLC | 15.33% | Reduce -2.6% | 57,059 | $30.0M |
| US Financial Advisors, LLC | 10.35% | Add +1.3% | 56,834 | $29.9M |
| Nwam LLC | 2.41% | Reduce -26.3% | 57,403 | $29.9M |
| Bay Harbor Wealth Management, LLC | 10.71% | Reduce -28.4% | 56,724 | $29.8M |
| Avondale Wealth Management | 20.87% | Reduce -0.9% | 56,631 | $29.8M |
| Wealth Quarterback LLC | 16.52% | Reduce -0.6% | 56,238 | $29.6M |
| IFP Advisors, Inc | 1.29% | Add +16.4% | 55,796 | $29.3M |
| Windsor Capital Management, LLC | 9.08% | Add +1.5% | 55,700 | $29.3M |
| Trevian Wealth Management LLC | 19.90% | Add +0.0% | 55,539 | $29.2M |
| University of Wisconsin Foundation | 32.89% | Add +55.0% | 55,443 | $29.1M |
| Shared Vision Wealth Group LLC | 18.19% | Reduce -7.3% | 55,415 | $29.1M |
| Kanawha Capital Management LLC | 2.33% | Reduce -2.9% | 55,355 | $29.1M |
| Chicago Partners Investment Group LLC | 1.24% | Add +1.8% | 57,210 | $29.1M |
| IHT Wealth Management, LLC | 1.16% | Reduce -1.1% | 55,227 | $29.0M |
| Camelot Technology Advisors, Inc. | 26.87% | Add +4.4% | 55,142 | $29.0M |
| Diversify Advisory Services, LLC | 1.71% | — | 55,205 | $29.0M |
| Strategic Wealth Partners Group, LLC | 3.18% | Add +5.8% | 54,808 | $28.8M |
| Keystone Wealth Services, LLC | 9.36% | Add +0.3% | 54,775 | $28.8M |
| First Financial Bank - Trust Division | 2.77% | Add +12.6% | 54,748 | $28.8M |
| Sparta 24 Ltd. | 25.46% | No change | 54,511 | $28.7M |
| Valmark Advisers, Inc. | 0.50% | Add +5.9% | 54,237 | $28.5M |
| Pinnacle Financial Partners Inc | 0.62% | Reduce -5.7% | 54,205 | $28.5M |
| Rothschild Wealth LLC | 10.02% | — | 54,167 | $28.5M |
| David J Yvars Group | 19.04% | Reduce -2.5% | 53,713 | $28.2M |
| Drive Wealth Management, LLC | 7.91% | Add +22.0% | 53,710 | $28.2M |
| PACK Private Wealth, LLC | 17.73% | Add +0.1% | 53,684 | $28.2M |
| Boulder Wealth Advisors, LLC | 17.35% | — | 53,273 | $28.0M |
| TBH Global Asset Management, LLC | 5.59% | Reduce -14.5% | 53,254 | $28.0M |
| Next Capital Management LLC | 11.37% | Add +6.6% | 53,206 | $28.0M |
| Vertex Planning Partners, LLC | 7.72% | Add +1.1% | 53,098 | $27.9M |
| CreativeOne Wealth, LLC | 1.11% | Add +105.4% | 53,033 | $27.9M |
| Sheets Smith Wealth Management | 3.12% | Reduce -3.2% | 52,938 | $27.8M |
| Diversified Trust Co. | 0.84% | Add +6.1% | 52,932 | $27.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.0% | 52,842 | $27.8M |
| PFG Private Wealth Management, LLC | 17.47% | Reduce -1.5% | 52,822 | $27.8M |
| Howe & Rusling Inc. | 2.66% | Add +4.1% | 52,786 | $27.8M |
| First National Bank of Hutchinson | 18.38% | Reduce -7.2% | 52,341 | $27.5M |
| Waller Financial Planning Group, Inc. | 7.33% | Add +22.6% | 52,340 | $27.5M |
| One Wealth Management Investment & Advisory Services, LLC | 11.27% | Reduce -16.0% | 52,309 | $27.5M |
| Gradient Capital Advisors, LLC | 10.07% | Reduce -5.4% | 52,158 | $27.4M |
| Independent Financial Group, LLC | 1.26% | Add +18.7% | 52,037 | $27.4M |
| Signaturefd, LLC | 0.58% | Reduce -5.3% | 51,975 | $27.3M |
| WealthBridge Capital Management, LLC | 9.21% | Add +4.9% | 51,972 | $27.3M |
| Saiph Capital, LLC | 12.69% | Reduce -19.6% | 51,903 | $27.3M |
| Evermay Wealth Management LLC | 4.12% | Add +20.6% | 51,884 | $27.3M |
| Sage Financial Management Group, Inc. | 12.90% | Reduce -0.8% | 51,812 | $27.2M |
| Arkansas Financial Group, Inc. | 4.78% | Add +0.6% | 51,700 | $27.2M |
| Capital Investment Advisors, LLC | 0.63% | Reduce -12.9% | 51,434 | $27.0M |
| Middleton & Co. Inc. | 3.10% | Add +2.8% | 51,188 | $26.9M |
| Susquehanna International Group, LLP | 0.04% | Add +47.0% | 50,911 | $26.8M |
| Campbell Wealth Management | 2.66% | Add +1.8% | 50,847 | $26.7M |
| RiverGlades Family Offices LLC | 21.24% | Reduce -1.5% | 51,013 | $26.7M |
| Intrepid Financial Planning Group LLC | 11.50% | Reduce -1.6% | 50,647 | $26.6M |
| Compass Financial Group, Inc. | 14.06% | Reduce -0.2% | 50,168 | $26.4M |
| Cascade Financial Partners, LLC | 3.79% | — | 51,292 | $26.3M |
| Verus Financial Partners, Inc. | 3.08% | Add +0.2% | 50,020 | $26.3M |
| Trilogy Capital Inc. | 1.51% | Add +1.5% | 49,942 | $26.3M |
| Ballew Advisors, Inc | 18.06% | Reduce -1.2% | 50,664 | $26.2M |
| Elk River Wealth Management LLC | 5.31% | Reduce -16.8% | 49,666 | $26.1M |
| William Howard & Co Financial Advisors Inc | 24.40% | — | 49,497 | $26.0M |
| Interactive Financial Advisors, Inc. | 14.38% | Add +257.3% | 49,475 | $26.0M |
| Asio Capital, LLC | 5.52% | Add +9.5% | 49,439 | $26.0M |
| Cornerstone Advisors Asset Management, LLC | 9.11% | Reduce -1.6% | 49,287 | $25.9M |
| New Vernon Capital Holdings II LLC | 13.34% | Add +59.2% | 49,039 | $25.8M |
| Madrona Financial Services, LLC | 8.93% | Reduce -1.3% | 48,760 | $25.6M |
| Betterment LLC | 0.07% | Add +180.4% | 48,654 | $25.6M |
| SWS Partners | 7.64% | Reduce -2.9% | 48,635 | $25.6M |
| Eq LLC | 15.75% | Add +17.5% | 48,613 | $25.6M |
| Greenwood Capital Associates LLC | 3.38% | Reduce -12.7% | 48,460 | $25.5M |
| Charles Schwab Trust Co | 2.41% | Reduce -7.6% | 48,407 | $25.4M |
| Corepath Wealth Partners LLC | 28.14% | Reduce -50.2% | 50,036 | $25.4M |
| Vestor Capital, LLC | 2.13% | Add +14.0% | 48,011 | $25.2M |
| Boston Financial Mangement LLC | 0.80% | Reduce -1.5% | 47,800 | $25.1M |
| Scotia Capital Inc. | 0.15% | Reduce -11.8% | 47,731 | $25.1M |
| Beacon Financial Group | 2.87% | Add +25.8% | 47,510 | $25.0M |
| Snider Financial Group | 10.27% | Add +45.0% | 46,874 | $24.6M |
| Leverty Financial Group, LLC | 14.68% | Reduce -1.1% | 46,792 | $24.6M |
| Waterway Wealth Management, LLC | 10.79% | Reduce -2.6% | 46,666 | $24.5M |
| Obsidian Cio, LLC | 6.04% | Add +3.0% | 46,653 | $24.5M |
| Syon Capital LLC | 2.31% | Add +15.6% | 46,466 | $24.4M |
| River Wealth Advisors LLC | 3.52% | Reduce -10.0% | 46,047 | $24.2M |
| Ashton Thomas Private Wealth, LLC | 1.39% | Add +0.5% | 46,028 | $24.2M |
| Peapack Gladstone Financial Corp. | 0.38% | Add +27.5% | 46,014 | $24.2M |
| Sandy Cove Advisors, LLC | 11.14% | Add +27.8% | 45,985 | $24.2M |
| SouthState Bank Corp | 1.87% | Reduce -0.2% | 45,644 | $24.0M |
| Jane Street Group, LLC | 0.03% | Add +535.0% | 45,634 | $24.0M |
| Fort Point Capital Partners LLC | 3.24% | Add +0.8% | 45,549 | $23.9M |
| Birch Hill Investment Advisors LLC | 1.16% | Add +1.7% | 45,478 | $23.9M |
| One Capital Management, LLC | 0.87% | Add +4.9% | 45,380 | $23.9M |
| Wealthcare Advisory Partners LLC | 0.78% | Reduce -10.9% | 45,357 | $23.8M |
| Moody National Bank Trust Division | 1.88% | No change | 45,275 | $23.8M |
| Monumental Financial Group Inc. | 12.56% | Add +13.0% | 44,921 | $23.6M |
| Cynosure Group, LLC | 4.24% | Add +10.6% | 44,906 | $23.6M |
| NorthLanding Financial Partners, LLC | 25.66% | Add +793.6% | 44,860 | $23.6M |
| Aspen Grove Capital, LLC | 6.67% | No change | 44,838 | $23.6M |
| Sterling Investment Advisors LLC | 13.73% | Reduce -2.5% | 44,539 | $23.4M |
| Adaptive Financial Consulting, LLC | 10.41% | Add +1.7% | 44,356 | $23.3M |
| Adams Wealth Management | 5.68% | Add +0.1% | 44,327 | $23.3M |
| London Co. of Virginia | 0.12% | Reduce -43.0% | 44,161 | $23.2M |
| Csenge Advisory Group | 1.29% | Reduce -2.6% | 43,856 | $23.1M |
| IAG Wealth Partners, LLC | 4.95% | Reduce -5.0% | 43,814 | $23.0M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2.21% | Add +11.2% | 43,610 | $22.9M |
| Titan Global Capital Management USA LLC | 3.60% | Add +33.1% | 43,367 | $22.8M |
| Vivid Wealth Management, LLC | 14.14% | Reduce -0.9% | 43,002 | $22.6M |
| PCA Investment Advisory Services Inc. | 12.66% | Add +4.6% | 42,851 | $22.5M |
| Synovus Financial Corp. | 0.29% | Add +0.5% | 42,641 | $22.4M |
| AlTi Global, Inc. | 0.62% | Reduce -1.8% | 42,544 | $22.4M |
| Qube Research & Technologies Ltd | 0.04% | Add +495.6% | 42,372 | $22.3M |
| Legacy Advisors, LLC | 2.79% | No change | 41,980 | $22.1M |
| Continuum Wealth Advisors, LLC | 12.47% | Add +16.3% | 41,948 | $22.1M |
| Compound Planning, Inc. | 2.03% | Add +62.5% | 41,918 | $22.0M |
| JMG Financial Group, Ltd. | 0.84% | Reduce -0.6% | 41,891 | $22.0M |
| Source Financial Advisors LLC | 6.67% | Reduce -4.9% | 41,793 | $22.0M |
| True Vision MN LLC | 15.45% | Reduce -8.3% | 42,954 | $21.9M |
| Gimbal Financial | 17.92% | Add +0.8% | 41,650 | $21.9M |
| CIBC Asset Management Inc | 0.08% | Reduce -6.7% | 41,650 | $21.9M |
| Pacific Financial Group Inc. | 15.07% | Add +54.7% | 41,540 | $21.8M |
| Summit Financial, LLC | 1.29% | Add +1.2% | 41,531 | $21.8M |
| ACT Advisors, LLC. | 11.89% | Add +1.6% | 41,253 | $21.7M |
| Cadinha & Co. LLC | 3.71% | Add +1.3% | 41,047 | $21.6M |
| TSA Wealth Managment LLC | 9.38% | Reduce -25.0% | 40,978 | $21.5M |
| Valley Financial Group, Inc. | 16.34% | Reduce -5.4% | 40,844 | $21.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.30% | Add +6.5% | 40,818 | $21.5M |
| Sanchez Wealth Management Group | 7.26% | Add +0.1% | 40,805 | $21.5M |
| Arvest Investments, Inc. | 3.38% | Reduce -11.1% | 40,519 | $21.3M |
| Durante & Waters, LLC | 19.41% | Reduce -0.8% | 40,420 | $21.3M |
| Boston Mountain Money Management Inc. | 14.55% | — | 40,415 | $21.2M |
| AdvisorNet Financial, Inc | 2.03% | Add +10.3% | 40,250 | $21.2M |
| &partners | 2.91% | Reduce -2.4% | 38,032 | $21.1M |
| Riverpoint Wealth Management Holdings, LLC | 5.86% | Reduce -0.3% | 40,116 | $21.1M |
| Wealth Dimensions Group, Ltd. | 6.22% | Reduce -3.0% | 40,047 | $21.1M |
| Prairieview Wealth Partners, LLC | 19.08% | Add +2.7% | 40,001 | $21.0M |
| Disciplina Capital Management LLC | 3.54% | Reduce -0.3% | 39,941 | $21.0M |
| Soltis Investment Advisors LLC | 2.35% | Add +1.6% | 39,916 | $21.0M |
| Nova R Wealth, Inc. | 10.89% | Add +2.4% | 39,656 | $20.8M |
| Catalyst Private Wealth, LLC | 10.86% | Add +63.4% | 39,437 | $20.7M |
| Dimension Capital Management LLC | 4.13% | Reduce -0.2% | 39,421 | $20.7M |
| U.S. Capital Wealth Advisors, LLC | 0.81% | Reduce -11.2% | 39,428 | $20.7M |
| Holland Advisory Services, Inc. | 22.64% | Reduce -5.8% | 39,304 | $20.7M |
| Brighton Jones LLC | 0.74% | Add +0.6% | 39,184 | $20.6M |
| High Note Wealth, LLC | 6.66% | Add +50.0% | 38,927 | $20.5M |
| Marquette Associates, Inc. | 14.46% | Add +20.9% | 38,907 | $20.5M |
| Acima Private Wealth, LLC | 7.53% | Reduce -2.3% | 38,830 | $20.4M |
| Buffington Mohr McNeal | 3.69% | Add +8.4% | 38,814 | $20.4M |
| Diversified Portfolios, Inc. | 2.86% | Add +4.3% | 38,651 | $20.3M |
| Pinnacle Family Advisors, LLC | 10.81% | Reduce -8.1% | 38,587 | $20.3M |
| Human Investing LLC | 4.07% | Add +0.3% | 38,552 | $20.3M |
| Adapt Wealth Advisors, LLC | 14.40% | — | 38,486 | $20.2M |
| Kapstone Financial Advisors LLC | 13.74% | Add +4.8% | 38,403 | $20.2M |
| Avaii Wealth Management, LLC | 11.85% | Add +5.7% | 38,402 | $20.2M |
| Moller Wealth Partners | 5.45% | Reduce -4.5% | 38,246 | $20.1M |
| McAdam, LLC | 1.29% | Reduce -0.9% | 38,171 | $20.1M |
| Sunbelt Securities, Inc. | 2.24% | Reduce -5.5% | 38,117 | $20.0M |
| Hudson Bay Capital Management LP | 0.20% | New | 38,100 | $20.0M |
| VERITY Wealth Advisors | 15.34% | Reduce -0.1% | 38,035 | $20.0M |
| MRA Advisory Group | 11.92% | Add +7.7% | 37,958 | $20.0M |
| United Community Bank | 7.72% | Add +35.1% | 38,763 | $19.9M |
| Vantage Financial Partners, LLC | 5.33% | Add +0.2% | 37,680 | $19.8M |
| Mill Creek Capital Advisors, LLC | 0.54% | Reduce -3.8% | 37,567 | $19.8M |
| Element Wealth, LLC | 11.53% | Reduce -0.2% | 37,492 | $19.7M |
| New Insight Wealth Advisors | 12.27% | Add +8.9% | 37,367 | $19.6M |
| Elm Partners Management LLC | 1.54% | Reduce -3.2% | 36,971 | $19.4M |
| Maxwell Wealth Strategies Inc. | 9.72% | Reduce -5.3% | 36,525 | $19.2M |
| Pennsylvania Capital Management Inc. | 7.94% | Add +4.5% | 36,480 | $19.2M |
| Vermillion & White Wealth Management Group, LLC | 15.17% | Add +11.3% | 36,136 | $19.0M |
| Passaic Partners LLC | 2.73% | New | 36,060 | $19.0M |
| Hubbell Strickland Wealth Management, LLC | 9.54% | Add +0.3% | 35,901 | $18.9M |
| SWP Financial LLC | 13.19% | Add +2.8% | 35,942 | $18.8M |
| Fulton Bank, N.A. | 0.77% | Add +7.6% | 35,809 | $18.8M |
| EPG Wealth Management LLC | 4.61% | Reduce -0.5% | 35,808 | $18.8M |
| GenWealth Group, Inc. | 4.73% | Add +6.1% | 35,742 | $18.8M |
| Pure Financial Advisors, LLC | 0.59% | Add +3.6% | 35,640 | $18.7M |
| Sierra Capital LLC | 2.45% | Add +20.6% | 35,550 | $18.7M |
| Hilltop Wealth Advisors, LLC | 9.55% | Reduce -10.8% | 35,543 | $18.7M |
| Lynch & Associates | 4.31% | Add +0.5% | 35,494 | $18.7M |
| American Century Companies Inc. | 0.01% | Add +13.2% | 35,415 | $18.6M |
| Apeiron RIA LLC | 5.38% | Reduce -14.9% | 35,318 | $18.6M |
| Certified Advisory Corp | 2.59% | Add +0.7% | 35,308 | $18.6M |
| Eley Financial Management, Inc | 7.95% | Reduce -18.9% | 35,114 | $18.5M |
| Waldron Private Wealth LLC | 0.83% | Reduce -8.2% | 35,070 | $18.4M |
| Hoese & Co LLP | 16.82% | Add +1.7% | 36,113 | $18.4M |
| Fortitude Family Office, LLC | 12.34% | Add +19.7% | 34,908 | $18.4M |
| Nadler Financial Group, Inc. | 2.25% | Add +2.4% | 34,738 | $18.3M |
| Bleakley Financial Group, LLC | 0.53% | Reduce -0.8% | 34,692 | $18.2M |
| TAGStone Capital, Inc. | 10.57% | Add +0.0% | 34,338 | $18.1M |
| Abound Wealth Management | 6.84% | Add +0.6% | 34,148 | $18.0M |
| First National Trust Co | 0.72% | Reduce -3.2% | 33,924 | $17.8M |
| Naples Global Advisors, LLC | 1.82% | Add +1.4% | 33,877 | $17.8M |
| Moloney Securities Asset Management, LLC | 2.70% | Add +20.7% | 33,797 | $17.8M |
| Market Street Wealth Management Advisors LLC | 3.11% | Reduce -4.1% | 33,690 | $17.7M |
| One Wealth Advisors, LLC | 3.07% | Reduce -3.8% | 33,571 | $17.6M |
| HCR Wealth Advisors | 2.68% | Reduce -3.5% | 33,562 | $17.6M |
| Kraft, Davis & Associates, LLC | 5.30% | Add +2.2% | 33,665 | $17.6M |
| DeDora Capital, Inc. | 5.61% | Add +7.5% | 33,494 | $17.6M |
| Southern Capital Advisors, LLC | 10.69% | Reduce -0.2% | 33,479 | $17.6M |
| Bradley Foster & Sargent Inc. | 0.32% | Add +0.7% | 33,461 | $17.6M |
| Richwood Investment Advisors, LLC | 15.60% | Reduce -1.2% | 33,430 | $17.6M |
| Kingsview Wealth Management, LLC | 0.44% | Add +1.4% | 33,425 | $17.6M |
| Meridian Wealth Management, LLC | 2.93% | Add +10.5% | 33,424 | $17.6M |
| Northstar Advisory Group, LLC | 10.58% | Reduce -14.4% | 33,443 | $17.5M |
| Peak Planning Group, LLC | 10.95% | Add +4.8% | 33,239 | $17.5M |
| Creekmur Asset Management LLC | 5.97% | Reduce -29.3% | 33,217 | $17.5M |
| Good Life Advisors, LLC | 1.54% | Add +2.4% | 33,045 | $17.4M |
| Stevens Capital Partners | 10.34% | Add +78.6% | 33,041 | $17.4M |
| Centurion Wealth Management LLC | 6.82% | Reduce -21.9% | 32,896 | $17.3M |
| Stratos Investment Management, LLC | 1.68% | Reduce -5.3% | 32,796 | $17.2M |
| Grey Ledge Advisors, LLC | 4.85% | Reduce -9.4% | 32,763 | $17.2M |
| Boston Research & Management Inc. | 4.25% | Reduce -2.2% | 32,744 | $17.2M |
| RFP Financial Group LLC | 6.71% | Add +5.1% | 32,681 | $17.2M |
| Stephenson & Company, Inc. | 12.56% | Add +8.4% | 32,671 | $17.2M |
| Mycio Wealth Partners, LLC | 4.33% | Add +27.4% | 32,656 | $17.2M |
| Flagship Private Wealth, LLC | 11.04% | Add +51.9% | 32,540 | $17.1M |
| Peddock Capital Advisors, LLC | 4.48% | Add +5.7% | 32,491 | $17.1M |
| Van Hulzen Asset Management, LLC | 1.13% | Add +0.2% | 32,470 | $17.1M |
| Roger Wittlin Investment Advisory, LLC | 11.93% | Add +52.4% | 32,360 | $17.0M |
| JDM Financial Group LLC | 12.34% | Add +3.5% | 32,195 | $16.9M |
| Western Wealth Management, LLC | 1.31% | Reduce -1.8% | 32,067 | $16.9M |
| Grove Bank & Trust | 2.83% | Add +5.5% | 31,980 | $16.8M |
| CVA Family Office, LLC | 3.00% | Add +1.8% | 31,944 | $16.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Reduce -14.4% | 31,608 | $16.6M |
| MainStreet Investment Advisors LLC | 1.99% | Reduce -0.2% | 31,525 | $16.6M |
| Sovereign Financial Group, Inc. | 4.39% | Reduce -6.9% | 31,427 | $16.5M |
| Walkner Condon Financial Advisors LLC | 3.50% | Add +3.8% | 31,411 | $16.5M |
| Great Valley Advisor Group, Inc. | 0.50% | Reduce -21.2% | 31,373 | $16.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.89% | Add +6.7% | 31,329 | $16.5M |
| Alliance Wealth Management Group | 4.82% | Add +5.3% | 31,250 | $16.4M |
| Gray Wealth Management Inc. | 7.32% | Add +0.6% | 31,189 | $16.4M |
| Coordinated Financial Services, Inc. | 14.50% | — | 31,172 | $16.4M |
| Centennial Wealth Advisory LLC | 7.56% | Add +71.0% | 31,109 | $16.4M |
| Client First Capital LLC | 11.44% | Add +107.9% | 31,060 | $16.3M |
| Peoples Bank | 9.02% | Reduce -1.9% | 30,792 | $16.2M |
| Scissortail Wealth Management, LLC | 4.28% | New | 30,759 | $16.2M |
| Aspen Wealth Strategies, LLC | 11.15% | Add +21.2% | 30,701 | $16.1M |
| Capital Insight Partners, LLC | 3.01% | Add +5.2% | 30,691 | $16.1M |
| Transcend Capital Advisors, LLC | 1.29% | Reduce -7.7% | 30,632 | $16.1M |
| Sageworth Trust Co | 1.04% | Reduce -2.5% | 30,593 | $16.1M |
| Retirement Systems of Alabama | 0.06% | Reduce -1.1% | 30,526 | $16.0M |
| 4Thought Financial Group Inc. | 10.53% | Add +78.5% | 30,441 | $16.0M |
| Northwest Bancshares, Inc. | 2.52% | Reduce -0.8% | 30,422 | $16.0M |
| Blueprint Investment Partners LLC | 3.14% | Reduce -17.7% | 30,268 | $15.9M |
| Asset Management Group, Inc. | 2.42% | Reduce -2.1% | 30,261 | $15.9M |
| Copperleaf Capital, LLC | 13.76% | Add +15.2% | 30,245 | $15.9M |
| Sanctuary Wealth Management, L.L.C. | 12.93% | Add +9.0% | 30,225 | $15.9M |
| Willis Johnson & Associates, Inc. | 1.38% | Reduce -3.0% | 30,184 | $15.9M |
| Madison Wealth Partners, Inc | 5.73% | Add +1.3% | 30,151 | $15.9M |
| Smith Shellnut Wilson LLC | 8.38% | Reduce -1.4% | 30,079 | $15.8M |
| Trademark Financial Management, LLC | 13.04% | Reduce -4.0% | 29,911 | $15.7M |
| Strategic Investment Management, LLC | 12.03% | Add +7354.4% | 30,712 | $15.7M |
| Oarsman Capital, Inc. | 3.75% | Add +21.7% | 29,832 | $15.7M |
| Acropolis Investment Management, LLC | 1.02% | Reduce -3.9% | 29,739 | $15.6M |
| Jackson Wealth Management, LLC | 1.95% | Add +2.8% | 29,710 | $15.6M |
| Ade, LLC | 10.43% | Reduce -1.2% | 29,606 | $15.6M |
| Praetorian Wealth Management, Inc. | 4.12% | Add +1.5% | 29,317 | $15.4M |
| Axiom Financial Strategies, LLC | 9.81% | Reduce -3.0% | 29,313 | $15.4M |
| CBIZ Investment Advisory Services, LLC | 1.06% | Add +2.9% | 29,121 | $15.3M |
| Eagle Strategies LLC | 3.40% | Add +73.8% | 29,098 | $15.3M |
| Steel Grove Capital Advisors, LLC | 2.03% | Add +2.2% | 29,011 | $15.3M |
| Arete Wealth Advisors, LLC | 1.41% | Reduce -12.0% | 29,006 | $15.2M |
| Pallas Capital Advisors LLC | 0.63% | Reduce -8.1% | 28,968 | $15.2M |
| Emergent Wealth Advisors, LLC | 13.11% | Add +2.4% | 28,934 | $15.2M |
| BCGM Wealth Management, LLC | 5.43% | Add +0.5% | 28,772 | $15.1M |
| Moisand Fitzgerald Tamayo, LLC | 2.31% | Reduce -3.2% | 28,726 | $15.1M |
| Modern Wealth Management, LLC | 1.40% | Add +327.4% | 28,595 | $15.0M |
| Ironwood Wealth Management, Inc. | 7.79% | Reduce -0.8% | 28,535 | $14.9M |
| Quantinno Capital Management LP | 0.32% | Add +49.3% | 28,114 | $14.8M |
| Fairway Wealth LLC | 10.02% | Add +0.7% | 28,111 | $14.8M |
| Louisbourg Investments Inc. | 4.09% | Add +0.9% | 30,678 | $14.7M |
| Manhattan West Asset Management, LLC | 3.51% | Add +23.1% | 27,847 | $14.6M |
| Verum Partners LLC | 5.19% | Reduce -8.7% | 27,776 | $14.6M |
| Parsons Capital Management Inc. | 1.00% | Reduce -0.4% | 27,755 | $14.6M |
| Portfolio Strategies, Inc. | 0.99% | Add +1677.5% | 27,729 | $14.6M |
| Fusion Family Wealth, LLC | 1.51% | No change | 27,720 | $14.6M |
| Wiser Wealth Management, Inc | 4.77% | Reduce -1.4% | 27,657 | $14.5M |
| Axxcess Wealth Management, LLC | 0.41% | Reduce -0.4% | 27,624 | $14.5M |
| Belpointe Asset Management LLC | 1.09% | Reduce -12.7% | 27,621 | $14.5M |
| Evernest Financial Advisors, LLC | 6.87% | Add +56.0% | 29,155 | $14.5M |
| Taylor & Morgan Wealth Management, LLC | 10.63% | Add +0.5% | 27,550 | $14.5M |
| Hengehold Capital Management LLC | 1.54% | Add +7.0% | 27,506 | $14.5M |
| Highview Capital Management LLC | 6.50% | Add +0.9% | 27,506 | $14.5M |
| Broadview Financial Management, LLC | 10.46% | Reduce -2.4% | 27,333 | $14.4M |
| Fulcrum Capital LLC | 3.40% | Add +2.2% | 27,220 | $14.3M |
| Hartline Investment Corp./ | 2.51% | New | 27,095 | $14.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.51% | Add +0.9% | 27,095 | $14.2M |
| Thomasville National Bank | 1.17% | Reduce -1.7% | 27,081 | $14.2M |
| Beirne Wealth Consulting Services, LLC | 6.03% | Add +0.7% | 27,043 | $14.2M |
| Frontier Asset Management, LLC | 5.22% | Reduce -5.2% | 27,041 | $14.2M |
| AlphaMark Advisors, LLC | 4.99% | Reduce -8.8% | 26,953 | $14.2M |
| Destiny Capital Corp | 9.87% | Add +2.3% | 26,936 | $14.2M |
| AQR Capital Management | 0.02% | Add +127.6% | 26,927 | $14.2M |
| Pitcairn Co. | 0.92% | Add +623.4% | 26,867 | $14.1M |
| Lutz Financial Services LLC | 1.23% | Reduce -2.4% | 26,806 | $14.1M |
| Gateway Wealth Partners, LLC | 5.05% | Reduce -8.8% | 26,756 | $14.1M |
| Chesley Taft & Associates LLC | 0.72% | Reduce -5.0% | 26,754 | $14.1M |
| Concorde Asset Management, LLC | 9.62% | Reduce -36.9% | 26,775 | $14.1M |
| Firethorn Wealth Partners, LLC | 8.27% | Reduce -3.4% | 26,717 | $14.0M |
| WBH Advisory Inc. | 1.44% | Add +6.9% | 26,603 | $14.0M |
| BTC Capital Management, Inc. | 1.28% | — | 26,580 | $14.0M |
| Bank Pictet & Cie (Europe) AG | 0.36% | Reduce -16.7% | 26,540 | $14.0M |
| Cedar Brook Financial Partners, LLC | 2.75% | Reduce -1.2% | 26,439 | $13.9M |
| Proficio Capital Partners LLC | 1.53% | Reduce -0.7% | 26,426 | $13.9M |
| Montecito Bank & Trust | 2.77% | Add +7.1% | 26,358 | $13.9M |
| InterOcean Capital Group, LLC | 0.33% | Reduce -3.0% | 26,293 | $13.8M |
| Secure Asset Management, LLC | 3.25% | Add +0.7% | 26,256 | $13.8M |
| Hardy Reed LLC | 1.71% | Reduce -6.5% | 26,246 | $13.8M |
| Brown Wealth Management, LLC | 5.71% | New | 26,245 | $13.8M |
| Objective Capital Management, LLC | 9.29% | Reduce -0.8% | 26,165 | $13.8M |
| Trifecta Capital Advisors, LLC | 3.33% | Add +8.5% | 26,048 | $13.7M |
| Parisi Gray Wealth Management | 5.10% | Reduce -6.3% | 25,880 | $13.6M |
| Jackson Hole Capital Partners, LLC | 3.11% | Add +0.8% | 25,814 | $13.6M |
| Trustmark Bank Trust Department | 1.10% | Reduce -0.4% | 25,724 | $13.5M |
| MassMutual Private Wealth & Trust, FSB | 0.42% | Reduce -23.4% | 25,674 | $13.5M |
| Orion Capital Management LLC | 7.18% | Add +10.8% | 25,650 | $13.5M |
| Bare Financial Services, Inc | 12.90% | Add +87.8% | 26,619 | $13.4M |
| Wesbanco Bank Inc. | 0.51% | Add +14.1% | 25,518 | $13.4M |
| NWF Advisory Services Inc. | 2.24% | Add +7.9% | 25,469 | $13.4M |
| Gould Asset Management LLC | 3.24% | Reduce -2.9% | 25,453 | $13.4M |
| Family Firm, Inc. | 3.25% | Reduce -1.0% | 25,398 | $13.4M |
| Lake Street Advisors Group, LLC | 0.63% | Reduce -5.3% | 25,393 | $13.3M |
| Shepherd Financial Partners LLC | 1.74% | Add +2.3% | 25,318 | $13.3M |
| Spectrum Strategic Capital Management, LLC | 10.15% | Add +21.8% | 25,309 | $13.3M |
| VeraBank, N.A. | 4.14% | Add +5.5% | 25,286 | $13.3M |
| Latitude Advisors, LLC | 8.29% | Add +11.2% | 25,204 | $13.3M |
| Pine Valley Investments Ltd Liability Co | 1.03% | Reduce -5.4% | 25,165 | $13.2M |
| Palisades Hudson Asset Management, L.P. | 6.02% | Reduce -3.0% | 25,155 | $13.2M |
| Anderson Hoagland & Co. | 1.48% | Add +2.6% | 25,549 | $13.2M |
| Outlook Wealth Advisors, LLC | 4.07% | Add +146.4% | 25,036 | $13.2M |
| Pembroke Management, LTD | 1.54% | Reduce -3.6% | 24,974 | $13.1M |
| Fernwood Investment Management, LLC | 3.83% | Add +1.9% | 24,953 | $13.1M |
| 4J Wealth Management LLC | 11.31% | Add +0.1% | 24,928 | $13.1M |
| Cooper/Haims Advisors, LLC | 7.61% | Reduce -0.4% | 24,907 | $13.1M |
| Beam Wealth Advisors, Inc. | 7.86% | Add +2.9% | 24,883 | $13.1M |
| Private Ocean, LLC | 1.39% | Reduce -22.4% | 24,860 | $13.1M |
| CENTRAL TRUST Co | 0.33% | Add +1.6% | 24,854 | $13.1M |
| IMC-Chicago, LLC | 0.45% | New | 24,803 | $13.0M |
| Granite Harbor Advisors, Inc. | 8.88% | Reduce -4.8% | 24,786 | $13.0M |
| Vanguard Group Inc. | 0.00% | Add +10.0% | 24,698 | $13.0M |
| Aureus Asset Management, LLC | 0.89% | Add +24.0% | 24,696 | $13.0M |
| Providence Capital Advisors, LLC | 2.83% | Add +0.4% | 24,654 | $13.0M |
| Evergreen Capital Management LLC | 0.49% | Add +1.4% | 24,639 | $13.0M |
| Harbor Group, Inc. | 3.41% | Add +3.8% | 24,631 | $12.9M |
| Focus Partners Advisor Solutions, LLC | 0.37% | Add +24.1% | 24,624 | $12.9M |
| Canal Capital Management, LLC | 2.16% | Reduce -3.0% | 24,498 | $12.9M |
| McNaughton Wealth Management, LLC | 7.14% | Add +0.1% | 24,491 | $12.9M |
| DRW Securities, LLC | 0.73% | Add +876.4% | 24,206 | $12.7M |
| Associated Banc-Corp | 0.40% | Add +2.1% | 24,205 | $12.7M |
| Founders Financial Securities LLC | 1.33% | Reduce -7.6% | 24,193 | $12.7M |
| HUB Investment Partners, LLC | 0.70% | Add +755.8% | 24,167 | $12.7M |
| One Day In July LLC | 1.69% | Add +19.9% | 24,149 | $12.7M |
| DT Investment Partners, LLC | 1.28% | Add +223.7% | 24,009 | $12.6M |
| GYL Financial Synergies, LLC | 0.99% | Add +2.5% | 23,933 | $12.6M |
| Motive Wealth Advisors | 7.55% | Add +196.2% | 23,719 | $12.5M |
| Columbus Macro, LLC | 4.72% | Add +0.5% | 23,675 | $12.4M |
| SMI Advisory Services, LLC | 3.49% | Add +5.4% | 23,852 | $12.4M |
| XML Financial, LLC | 1.27% | Add +2.1% | 23,517 | $12.4M |
| Bigelow Investment Advisors, LLC | 6.04% | Reduce -5.0% | 23,385 | $12.3M |
| CRA Financial Services, LLC | 2.67% | Add +5.6% | 23,350 | $12.3M |
| Fusion Capital, LLC | 5.61% | Add +1.0% | 23,314 | $12.3M |
| Earned Wealth Advisors, LLC | 4.67% | Reduce -2.9% | 23,216 | $12.2M |
| Silverleafe Capital Partners, LLC | 5.01% | Add +0.4% | 23,195 | $12.2M |
| Delta Investment Management, LLC | 2.76% | Add +62.3% | 23,143 | $12.2M |
| Ascent Group, LLC | 1.07% | Add +1.5% | 23,097 | $12.1M |
| Essex Financial Services, Inc. | 1.11% | Add +23.2% | 22,944 | $12.1M |
| Cherry Tree Wealth Management, LLC | 3.03% | Reduce -2.2% | 22,939 | $12.1M |
| Bank of New Hampshire | 3.16% | Add +22.1% | 22,890 | $12.0M |
| Apollon Financial, LLC | 4.16% | Add +38.9% | 22,887 | $12.0M |
| MA Private Wealth | 2.43% | Reduce -4.3% | 22,796 | $12.0M |
| ICA Group Wealth Management, LLC | 2.40% | Add +1.9% | 22,773 | $12.0M |
| Shufro Rose & Co. LLC | 0.99% | New | 22,756 | $12.0M |
| Regimen Wealth, LLC | 4.14% | Reduce -1.9% | 22,713 | $11.9M |
| Fairman Group, LLC | 11.28% | Reduce -3.4% | 22,712 | $11.9M |
| Global Wealth Management Investment Advisory, Inc. | 2.92% | Add +1.8% | 22,696 | $11.9M |
| North Star Investment Management Corp. | 0.85% | Add +5.3% | 22,653 | $11.9M |
| Colonial Trust Co / SC | 2.23% | Add +5.3% | 22,622 | $11.9M |
| Empower Advisory Group, LLC | 0.04% | Reduce -4.2% | 22,590 | $11.9M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +22.5% | 22,545 | $11.9M |
| Mosley Wealth Management | 11.11% | Reduce -17.4% | 22,520 | $11.8M |
| NorthRock Partners, LLC | 0.45% | Add +130.6% | 22,424 | $11.8M |
| First Personal Financial Services | 2.73% | Add +3.0% | 22,390 | $11.8M |
| Venturi Wealth Management, LLC | 0.76% | Reduce -27.4% | 22,384 | $11.8M |
| WealthPLAN Partners, LLC | 1.22% | Reduce -0.3% | 22,358 | $11.8M |
| Strategic Blueprint, LLC | 0.83% | Add +6.8% | 22,315 | $11.7M |
| Westwood Holdings Group Inc. | 0.09% | Reduce -3.5% | 22,177 | $11.7M |
| Park National Corp. | 0.45% | Reduce -0.2% | 22,160 | $11.7M |
| Mosaic Financial Group, LLC | 9.30% | — | 22,092 | $11.6M |
| Old Mission Capital LLC | 0.28% | New | 21,998 | $11.6M |
| Private Trust Co. NA | 1.25% | Reduce -13.3% | 21,946 | $11.5M |
| Avid Wealth Partners LLC | 9.27% | Add +4211.6% | 21,946 | $11.5M |
| Vestmark Advisory Solutions, Inc. | 0.49% | Add +16.4% | 21,834 | $11.5M |
| Cary Street Partners Investment Advisory LLC | 0.48% | Add +23.1% | 21,756 | $11.4M |
| Perennial Investment Advisors, LLC | 1.74% | Add +90.4% | 21,736 | $11.4M |
| New World Advisors LLC | 3.34% | Add +22.3% | 21,709 | $11.4M |
| PFG Advisors | 0.83% | Reduce -51.5% | 21,657 | $11.4M |
| Webster Bank, N. A. | 1.27% | Add +13.2% | 21,626 | $11.4M |
| Armbruster Capital Management, Inc. | 2.42% | Reduce -5.0% | 21,617 | $11.4M |
| Capital Fund Management S.A. | 0.14% | New | 21,600 | $11.4M |
| Becker Capital Management Inc. | 0.39% | Add +0.1% | 21,570 | $11.3M |
| Patriot Investment Management Group, Inc. | 0.89% | Add +4.4% | 21,451 | $11.3M |
| Roof Eidam Maycock Peralta, LLC | 3.09% | Add +4.5% | 21,373 | $11.2M |
| Lanark Financial, Inc. | 1.05% | Reduce -5.7% | 19,462 | $11.2M |
| Kooman & Associates | 4.67% | Reduce -4.9% | 21,331 | $11.2M |
| HRT Financial LP | 0.07% | New | 21,332 | $11.2M |
| Capital Investment Advisory Services, LLC | 1.20% | Reduce -1.6% | 21,283 | $11.2M |
| Precedent Wealth Partners, LLC | 4.76% | Add +3.2% | 21,074 | $11.1M |
| Zhang Financial LLC | 0.82% | Add +5.7% | 21,052 | $11.1M |
| Red Tortoise LLC | 6.14% | Reduce -1.4% | 20,916 | $11.0M |
| Institutional & Family Asset Management, LLC | 1.74% | Add +0.4% | 20,753 | $10.9M |
| Forbes Financial Planning, Inc. | 9.37% | Reduce -2.7% | 20,722 | $10.9M |
| Trail Ridge Investment Advisors, LLC | 6.16% | Reduce -7.5% | 20,720 | $10.9M |
| IFG Advisory, LLC | 0.81% | Reduce -4.3% | 20,537 | $10.8M |
| Fiera Capital Corp | 0.03% | Add +5.6% | 20,519 | $10.8M |
| Legacy Edge Advisors, LLC | 2.24% | Reduce -5.0% | 20,490 | $10.8M |
| Power Wealth Management LLC | 6.74% | Reduce -4.0% | 20,427 | $10.7M |
| Wealth Management Partners, LLC | 5.42% | Reduce -4.5% | 20,304 | $10.7M |
| Bright Financial Advisors, Inc. | 7.97% | — | 23,217 | $10.7M |
| Syntax Research, Inc. | 8.14% | Reduce -3.8% | 20,288 | $10.7M |
| My Legacy Advisors, LLC | 3.57% | Add +5.2% | 20,270 | $10.7M |
| Spotlight Asset Group, Inc. | 7.57% | Reduce -0.6% | 20,130 | $10.6M |
| Harbor Investment Advisory, LLC | 1.10% | Reduce -2.3% | 20,063 | $10.5M |
| Wayfinding Financial, LLC | 6.15% | Reduce -7.9% | 20,238 | $10.5M |
| Granby Capital Management, LLC | 5.13% | No change | 20,000 | $10.5M |
| Horizon Investments, LLC | 0.27% | Reduce -3.1% | 19,893 | $10.5M |
| Nicolet Advisory Services, LLC | 1.06% | Reduce -4.8% | 20,025 | $10.4M |
| Omega Financial Group, LLC | 4.26% | Add +2.0% | 19,828 | $10.4M |
| Legacy Trust | 2.60% | Reduce -13.8% | 19,820 | $10.4M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Reduce -2.2% | 19,801 | $10.4M |
| Fullerton Fund Management Co Ltd. | 0.49% | Add +57.3% | 19,763 | $10.4M |
| Treasurer of the State of North Carolina | 0.05% | Reduce -43.8% | 19,684 | $10.3M |
| TRUE Private Wealth Advisors | 1.18% | Reduce -24.9% | 19,643 | $10.3M |
| Dagco, Inc. | 4.70% | Add +29207.5% | 19,636 | $10.3M |
| Signal Advisors Wealth, LLC | 2.56% | Reduce -7.8% | 19,627 | $10.3M |
| Cosner Financial Group, LLC | 7.36% | New | 19,542 | $10.3M |
| Xponance LLC | 0.11% | Reduce -15.5% | 19,464 | $10.2M |
| Shulman DeMeo Asset Management LLC | 2.70% | Add +0.0% | 19,388 | $10.2M |
| Connecticut Wealth Management, LLC | 0.54% | Reduce -4.1% | 19,367 | $10.2M |
| CW Advisors, LLC | 0.18% | Reduce -40.8% | 19,365 | $10.2M |
| Sykon Capital LLC | 3.68% | New | 19,346 | $10.2M |
| Agf Management Ltd. | 0.06% | Reduce -1.1% | 19,244 | $10.1M |
| DHK Financial Advisors, Inc. | 7.14% | Reduce -2.1% | 19,184 | $10.1M |
| Breakwater Capital Group | 2.53% | Reduce -1.8% | 19,172 | $10.1M |
| DAVENPORT & Co LLC | 0.06% | Reduce -2.6% | 19,171 | $10.1M |
| Telos Capital Management, Inc. | 1.13% | Add +2.1% | 19,144 | $10.1M |
| HBK Sorce Advisory LLC | 0.35% | Add +44.8% | 19,026 | $10.0M |
| RE Dickinson Investment Advisors, LLC | 6.26% | Add +57.5% | 19,020 | $10.0M |
| Unique Wealth Strategies, LLC | 4.89% | New | 19,005 | $10.0M |
| Sound Stewardship, LLC | 6.05% | Add +1.5% | 18,967 | $10.0M |
| Greenhouse Wealth Management, LLC | 7.47% | Add +0.3% | 18,956 | $10.0M |
| Salomon & Ludwin, LLC | 0.86% | Add +0.1% | 18,940 | $10.0M |
| American National Bank & Trust | 1.32% | Add +4.7% | 18,926 | $9.9M |
| SC&H Financial Advisors, Inc. | 2.59% | Reduce -3.0% | 18,895 | $9.9M |
| Beaird Harris Wealth Management, LLC | 0.97% | Reduce -5.8% | 18,854 | $9.9M |
| Revolve Wealth Partners, LLC | 1.69% | Reduce -0.5% | 18,793 | $9.9M |
| Harbor Advisory Corp. | 3.36% | Reduce -7.3% | 18,791 | $9.9M |
| Williams Jones Wealth Management, LLC. | 0.13% | Add +0.1% | 18,747 | $9.9M |
| Darwin Wealth Management, LLC | 2.74% | Reduce -7.6% | 18,698 | $9.8M |
| Main Street Financial Solutions, LLC | 1.04% | Add +3.0% | 18,608 | $9.8M |
| E Fund Management (Hong Kong) Co., Ltd. | 6.40% | Add +53.5% | 18,587 | $9.8M |
| E Fund Management Co., Ltd. | 0.61% | Add +53.5% | 18,587 | $9.8M |
| Cyndeo Wealth Partners, LLC | 0.81% | Add +28.1% | 18,554 | $9.8M |
| Argent Advisors, Inc. | 3.84% | Add +4.8% | 18,484 | $9.7M |
| SpiderRock Advisors, LLC | 0.31% | — | 18,795 | $9.7M |
| Bremer Bank National Association | 1.80% | Add +102.4% | 18,470 | $9.7M |
| Meritage Portfolio Management | 0.62% | Add +1.0% | 18,470 | $9.7M |
| Mango Investments LLC | 7.15% | No change | 18,390 | $9.7M |
| Twin Peaks Wealth Advisors, LLC | 5.36% | Add +1.6% | 18,369 | $9.7M |
| Wealth Management Associates, Inc. | 4.52% | Add +107.3% | 17,598 | $9.6M |
| Mgo One Seven LLC | 0.50% | Add +5.0% | 18,267 | $9.6M |
| Altus Wealth Group LLC | 4.81% | Add +11.3% | 18,242 | $9.6M |
| World Equity Group, Inc. | 1.97% | Reduce -30.5% | 18,236 | $9.6M |
| Chicago Capital, LLC | 0.29% | Add +4.4% | 18,208 | $9.6M |
| Venture Visionary Partners LLC | 0.45% | Reduce -2.9% | 18,206 | $9.6M |
| Asset Allocation & Management Company, LLC | 6.27% | No change | 18,205 | $9.6M |
| Patton Albertson Miller Group, LLC | 1.43% | Reduce -18.8% | 18,188 | $9.6M |
| EverSource Wealth Advisors, LLC | 0.75% | Reduce -4.3% | 18,914 | $9.5M |
| Caldwell Trust Co | 1.11% | Add +6.7% | 18,144 | $9.5M |
| Investment Advisory Group, LLC | 3.94% | Add +4.5% | 18,144 | $9.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.31% | No change | 18,120 | $9.5M |
| RCS Financial Planning, LLC | 5.85% | Reduce -39.1% | 18,093 | $9.5M |
| Advisory Resource Group | 2.18% | Reduce -2.0% | 18,087 | $9.5M |
| Mendota Financial Group, LLC | 5.55% | Add +138.2% | 18,052 | $9.5M |
| FDx Advisors, Inc. | 1.44% | Reduce -57.1% | 18,024 | $9.5M |
| Michelson Medical Research Foundation, Inc. | 5.73% | No change | 17,989 | $9.5M |
| Arcus Capital Partners, LLC | 2.97% | Reduce -13.1% | 17,877 | $9.4M |
| Arrien Investments, Inc. | 7.41% | Reduce -4.8% | 17,852 | $9.4M |
| Sentry LLC | 1.77% | Reduce -0.7% | 17,841 | $9.4M |
| Evensky & Katz LLC | 0.66% | Reduce -4.6% | 17,701 | $9.3M |
| Money Design Co.,Ltd. | 0.50% | Add +9.5% | 17,633 | $9.3M |
| Welch Group, LLC | 0.46% | Reduce -29.5% | 17,595 | $9.3M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -3.9% | 17,593 | $9.2M |
| Pachira Investments Inc. | 7.56% | Reduce -7.9% | 17,585 | $9.2M |
| Kingswood Wealth Advisors, LLC | 1.06% | Add +7.3% | 17,546 | $9.2M |
| YHB Investment Advisors, Inc. | 0.82% | Add +0.9% | 17,535 | $9.2M |
| Goldstone Financial Group, LLC | 2.11% | Add +21.3% | 17,504 | $9.2M |
| Aletheian Wealth Advisors LLC | 4.98% | Reduce -0.3% | 17,476 | $9.2M |
| Armor Investment Advisors, LLC | 4.40% | Add +45.3% | 17,409 | $9.2M |
| Leavell Investment Management, Inc. | 0.53% | Add +0.1% | 17,310 | $9.1M |
| Private Client Services, LLC | 6.11% | Add +42.8% | 17,290 | $9.1M |
| Park Place Capital Corp | 3.23% | Add +0.7% | 17,126 | $9.0M |
| Maripau Wealth Management LLC | 6.70% | Reduce -11.1% | 17,002 | $8.9M |
| Edgestream Partners, L.P. | 0.45% | Add +52.9% | 17,000 | $8.9M |
| Commonwealth Retirement Investments LLC | 4.25% | Reduce -10.8% | 16,932 | $8.9M |
| Red Door Wealth Management, LLC | 1.71% | Add +0.0% | 16,835 | $8.9M |
| Boyd Wealth Management, LLC | 5.05% | Reduce -0.9% | 16,834 | $8.9M |
| Northeast Financial Consultants Inc | 0.43% | Add +6.2% | 16,799 | $8.8M |
| Insight 2811, Inc. | 4.54% | Add +16.8% | 16,798 | $8.8M |
| MBE Wealth Management, LLC | 5.44% | Reduce -79.6% | 16,752 | $8.8M |
| Chemung Canal Trust Co. | 1.70% | Reduce -11.4% | 16,736 | $8.8M |
| MinichMacGregor Wealth Management, LLC | 2.24% | Reduce -1.0% | 16,733 | $8.8M |
| Merriman Wealth Management, LLC | 0.39% | Reduce -1.5% | 16,675 | $8.8M |
| Strategic Wealth Partners, Ltd. | 0.96% | Add +10.7% | 16,673 | $8.8M |
| Eaton Financial Holdings Company, LLC | 4.55% | Add +16.0% | 16,670 | $8.8M |
| Heritage Wealth Partners, LLC | 17.80% | No change | 18,264 | $8.7M |
| Red Cedar Investment Management, LLC | 1.09% | Add +5.4% | 16,587 | $8.7M |
| Red Wave Investments LLC | 3.25% | Reduce -1.7% | 16,467 | $8.7M |
| WMS Partners, LLC | 0.59% | Add +0.5% | 16,434 | $8.6M |
| Verdence Capital Advisors LLC | 0.78% | Reduce -1.2% | 16,352 | $8.6M |
| Fidato Wealth LLC | 7.68% | Reduce -4.0% | 16,302 | $8.6M |
| Level Four Advisory Services, LLC | 0.47% | No change | 17,890 | $8.5M |
| Community Financial Services Group, LLC | 1.95% | — | 16,244 | $8.5M |
| Manchester Capital Management LLC | 1.05% | Reduce -1.0% | 16,227 | $8.5M |
| Kennicott Capital Management LLC | 3.75% | Add +0.1% | 16,143 | $8.5M |
| Columbia Bank | 3.46% | — | 16,041 | $8.4M |
| Summit Asset Management, LLC | 1.00% | Add +224.8% | 16,022 | $8.4M |
| Baker Tilly Wealth Management, LLC | 1.52% | Reduce -14.3% | 16,018 | $8.4M |
| Heritage Wealth Management, LLC | 4.27% | Add +9.4% | 15,951 | $8.4M |
| Clear Investment Research, LLC | 11.28% | Reduce -2.1% | 15,947 | $8.4M |
| jvl associates llc | 3.45% | Reduce -0.3% | 15,927 | $8.4M |
| Simmons Bank | 0.63% | Add +0.6% | 15,910 | $8.4M |
| Baldwin Wealth Partners LLC | 0.63% | Reduce -2.6% | 15,908 | $8.4M |
| Bfsg, LLC | 1.11% | Reduce -1.4% | 15,895 | $8.4M |
| Milestone Investment Advisors LLC | 2.25% | Add +0.2% | 15,860 | $8.3M |
| Chapin Davis, Inc. | 3.04% | Add +12.6% | 15,827 | $8.3M |
| Ellevest, Inc. | 0.52% | Add +1.2% | 15,814 | $8.3M |
| Cassia Capital Partners, LLC | 5.52% | Add +56.5% | 15,797 | $8.3M |
| Nepc LLC | 0.29% | No change | 15,788 | $8.3M |
| Sax Wealth Advisors, LLC | 0.97% | Add +4.8% | 15,773 | $8.3M |
| Leuthold Group, LLC | 0.93% | Add +0.0% | 15,765 | $8.3M |
| Integrated Investment Consultants, LLC | 2.28% | Reduce -1.4% | 15,759 | $8.3M |
| Continuum Advisory, LLC | 1.24% | Reduce -14.7% | 15,806 | $8.3M |
| Glen Eagle Advisors, LLC | 1.57% | Reduce -1.1% | 15,709 | $8.3M |
| KWB Wealth | 1.10% | Reduce -1.9% | 15,511 | $8.2M |
| International Assets Investment Management, LLC | 0.85% | Reduce -14.0% | 15,530 | $8.2M |
| Illinois Municipal Retirement Fund | 0.12% | Reduce -52.3% | 15,500 | $8.1M |
| GeoWealth Management, LLC | 0.31% | Reduce -14.9% | 15,488 | $8.1M |
| Sunburst Financial Group, LLC | 2.29% | Reduce -0.5% | 15,455 | $8.1M |
| Cardiff Park Advisors, LLC | 0.77% | Add +0.8% | 15,427 | $8.1M |
| SOL Capital Management CO | 1.02% | Reduce -4.5% | 15,379 | $8.1M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +51.1% | 15,367 | $8.1M |
| Caprock Group, LLC | 0.46% | Reduce -0.2% | 15,349 | $8.1M |
| Mission Wealth Management, LP | 0.22% | Add +17.8% | 15,306 | $8.0M |
| Tritonpoint Wealth, LLC | 0.84% | Add +32.0% | 23,298 | $8.0M |
| MSH Capital Advisors LLC | 2.82% | Reduce -1.4% | 15,276 | $8.0M |
| Foundry Financial Group, Inc. | 5.72% | Add +10.2% | 15,245 | $8.0M |
| Meridian Financial Advisors, LLC | 5.98% | Reduce -1.1% | 15,241 | $8.0M |
| Financial Advocates Investment Management | 0.46% | Reduce -6.1% | 15,967 | $8.0M |
| Plante Moran Financial Advisors, LLC | 0.86% | Add +14.4% | 15,177 | $8.0M |
| SPC Financial, Inc. | 0.75% | Add +13.5% | 15,163 | $8.0M |
| Geneva Partners, LLC | 3.49% | Add +0.9% | 15,056 | $7.9M |
| Fsa Wealth Partners, Inc. | 1.96% | Add +37.4% | 15,012 | $7.9M |
| Raleigh Capital Management Inc. | 3.40% | Reduce -21.5% | 14,978 | $7.9M |
| Calamos Advisors LLC | 0.06% | Add +15.7% | 14,973 | $7.9M |
| Silver Oak Securities, Incorporated | 1.20% | Reduce -7.2% | 14,888 | $7.8M |
| Atlantic Edge Private Wealth Management, LLC | 2.68% | Add +2.3% | 14,848 | $7.8M |
| Forum Private Client Group LLC | 3.77% | Add +8.1% | 14,824 | $7.8M |
| Cape Ann Savings Bank | 4.84% | Add +29.2% | 14,694 | $7.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.24% | Reduce -3.0% | 14,673 | $7.7M |
| Raffa Wealth Management, LLC | 2.30% | Add +340.7% | 14,657 | $7.7M |
| Sugar Maple Asset Management, LLC | 7.41% | — | 14,617 | $7.7M |
| Private Advisory Group LLC | 1.09% | Add +44.5% | 14,524 | $7.6M |
| TFB Advisors LLC | 2.77% | Add +173.3% | 15,167 | $7.6M |
| 9258 Wealth Management, LLC | 1.19% | Reduce -0.9% | 14,500 | $7.6M |
| MidAtlantic Capital Management, Inc. | 6.68% | Add +13.8% | 14,470 | $7.6M |
| Jaffetilchin Investment Partners, LLC | 0.68% | Reduce -1.5% | 14,458 | $7.6M |
| Yelin Lapidot Holdings Management Ltd. | 1.56% | Add +190.8% | 14,437 | $7.6M |
| Tyler-Stone Wealth Management | 3.37% | Add +3.0% | 14,428 | $7.6M |
| Interchange Capital Partners, LLC | 5.11% | Reduce -15.4% | 14,934 | $7.6M |
| Steigerwald, Gordon & Koch Inc. | 0.93% | Add +0.8% | 14,147 | $7.4M |
| University of Texas/Texas Am Investment Management Co. | 2.03% | No change | 15,541 | $7.4M |
| Quent Capital, LLC | 0.86% | Add +6.8% | 14,076 | $7.4M |
| NatWest Group plc | 2.83% | No change | 13,991 | $7.4M |
| New Potomac Partners, LLC | 4.08% | Reduce -0.8% | 13,982 | $7.4M |
| Congress Park Capital LLC | 3.24% | Add +0.3% | 13,925 | $7.3M |
| Carnegie Investment Counsel | 0.23% | Add +5.3% | 13,855 | $7.3M |
| Kingfisher Capital LLC | 1.76% | Reduce -0.4% | 13,790 | $7.3M |
| Shelter Mutual Insurance Co | 1.86% | No change | 13,745 | $7.2M |
| Doliver Advisors, LP | 2.03% | Reduce -3.4% | 13,735 | $7.2M |
| Beacon Bridge Wealth Partners, LLC | 3.40% | Reduce -3.0% | 13,700 | $7.2M |
| Confluence Wealth Services, Inc. | 0.63% | Reduce -2.8% | 13,683 | $7.2M |
| Abacus Planning Group, Inc. | 1.40% | Reduce -1.2% | 13,654 | $7.2M |
| Financial Gravity Asset Management, Inc. | 2.02% | Reduce -97.3% | 14,997 | $7.2M |
| Tempus Wealth Planning, LLC | 3.14% | Reduce -5.9% | 13,589 | $7.1M |
| Patten Group, Inc. | 1.75% | Add +0.5% | 13,499 | $7.1M |
| Horst & Graben Wealth Management LLC | 1.44% | Add +21.6% | 13,432 | $7.1M |
| Avestar Capital, LLC | 0.81% | Reduce -22.7% | 13,429 | $7.1M |
| GM Advisory Group, LLC | 0.49% | Add +3.9% | 13,372 | $7.0M |
| waypoint wealth counsel | 5.41% | Add +0.2% | 13,350 | $7.0M |
| TCI Wealth Advisors, Inc. | 0.69% | Add +0.4% | 13,332 | $7.0M |
| JGP Wealth Management, LLC | 1.02% | Add +146.9% | 13,330 | $7.0M |
| MY Wealth Management Inc. | 7.71% | Reduce -27.6% | 13,289 | $7.0M |
| Flower City Capital | 4.64% | Reduce -1.4% | 13,274 | $7.0M |
| BIP Wealth, LLC | 0.51% | Add +2.1% | 13,258 | $7.0M |
| Cooper Financial Group | 1.14% | Add +13.1% | 13,244 | $7.0M |
| Centaurus Financial, Inc. | 0.49% | Add +4.1% | 13,213 | $6.9M |
| Equita Financial Network, Inc. | 3.11% | Add +3.2% | 13,164 | $6.9M |
| Cutler Investment Counsel LLC | 0.93% | Reduce -11.7% | 13,158 | $6.9M |
| O'Connor Financial Group LLC | 4.11% | Add +163.3% | 13,105 | $6.9M |
| Sapient Capital LLC | 0.15% | Add +0.9% | 13,087 | $6.9M |
| Strategic Financial Concepts, LLC | 1.66% | Add +40.0% | 13,086 | $6.9M |
| Wedmont Private Capital | 0.50% | Add +2.5% | 13,130 | $6.9M |
| Strata Wealth Advisors, LLC | 2.41% | Add +5.2% | 13,026 | $6.8M |
| Old Port Advisors | 2.09% | Add +16.6% | 12,972 | $6.8M |
| Sterling Financial Planning, Inc. | 2.76% | Reduce -1.8% | 12,969 | $6.8M |
| Transform Wealth, LLC | 0.65% | Reduce -51.2% | 12,936 | $6.8M |
| Instrumental Wealth, LLC | 2.96% | Reduce -14.1% | 12,753 | $6.8M |
| Debussy Capital Management LP | 1.98% | Add +0.5% | 12,962 | $6.8M |
| Trust Point Inc. | 0.53% | Reduce -6.3% | 12,900 | $6.8M |
| Annex Advisory Services, LLC | 0.24% | Reduce -6.8% | 12,884 | $6.8M |
| Lake Street Private Wealth, LLC | 0.93% | Reduce -0.6% | 12,719 | $6.7M |
| Freedom Investment Management, Inc. | 0.54% | Add +15.3% | 12,704 | $6.7M |
| Mma Asset Management LLC | 3.14% | Add +13.3% | 12,838 | $6.7M |
| Thoroughbred Financial Services, LLC | 0.64% | Reduce -6.7% | 12,639 | $6.6M |
| Atom Investors LP | 0.83% | No change | 12,630 | $6.6M |
| Sterling Investment Counsel, LLC | 3.06% | Reduce -5.0% | 12,600 | $6.6M |
| Welch & Forbes LLC | 0.09% | Add +40.0% | 12,592 | $6.6M |
| Campion Asset Management | 5.12% | Add +9.6% | 12,583 | $6.6M |
| Flow Traders U.S. LLC | 0.35% | Reduce -55.4% | 12,519 | $6.6M |
| Roundview Capital LLC | 0.54% | Add +6.8% | 12,496 | $6.6M |
| NewEdge Wealth, LLC | 0.15% | Add +52.2% | 12,936 | $6.6M |
| Dogwood Wealth Management LLC | 4.43% | No change | 12,466 | $6.6M |
| Moors & Cabot, Inc. | 0.36% | Add +20.6% | 12,456 | $6.5M |
| Imprint Wealth LLC | 1.58% | New | 12,451 | $6.5M |
| KCM Investment Advisors LLC | 0.24% | Add +1.4% | 12,377 | $6.5M |
| Summit Trail Advisors, LLC | 0.17% | Add +3.9% | 12,358 | $6.5M |
| Security Benefit Life Insurance Co. | 2.04% | Add +78.3% | 12,300 | $6.5M |
| Summit Wealth Partners, LLC | 1.38% | Add +75.8% | 12,282 | $6.5M |
| Selective Wealth Management, Inc. | 2.80% | Reduce -3.2% | 12,485 | $6.5M |
| Israel Discount Bank of New York | 8.02% | Reduce -56.6% | 12,230 | $6.4M |
| Wealth Advisors of Iowa, LLC | 3.90% | Reduce -15.5% | 12,204 | $6.4M |
| Pinebridge Investments, L.P. | 0.05% | Add +3.4% | 12,180 | $6.4M |
| Legacy Financial Advisors, Inc. | 1.15% | Add +0.3% | 12,161 | $6.4M |
| W Advisors, LLC | 4.38% | Reduce -3.7% | 12,158 | $6.4M |
| White Pine Capital LLC | 2.42% | Reduce -0.1% | 12,635 | $6.4M |
| Ausdal Financial Partners, Inc. | 0.74% | Reduce -5.2% | 12,122 | $6.4M |
| C2C Wealth Management, LLC | 6.32% | Add +1.6% | 12,118 | $6.4M |
| Joel Isaacson & Co., LLC | 0.35% | Add +13.3% | 12,107 | $6.4M |
| Cadent Capital Advisors, LLC | 2.54% | Add +5.6% | 12,077 | $6.3M |
| Ridgecrest Wealth Partners, LLC | 3.78% | Reduce -1.1% | 12,064 | $6.3M |
| Whalerock Point Partners, LLC | 1.78% | Add +12.6% | 11,974 | $6.3M |
| Bedel Financial Consulting, Inc. | 0.99% | Reduce -0.2% | 11,967 | $6.3M |
| Okabena Investment Services Inc. | 2.09% | No change | 11,928 | $6.3M |
| 1834 Investment Advisors Co. | 0.74% | Reduce -0.1% | 11,912 | $6.3M |
| Trust Co | 0.82% | No change | 11,874 | $6.2M |
| WASHINGTON TRUST Co | 0.23% | Add +3.8% | 11,842 | $6.2M |
| Keystone Financial Group | 0.91% | Add +32.2% | 11,832 | $6.2M |
| Eagle Bay Advisors LLC | 3.91% | Reduce -12.8% | 11,787 | $6.2M |
| Barrett & Company, Inc. | 2.93% | Add +1.7% | 11,783 | $6.2M |
| Money Concepts Capital Corp. | 0.57% | Reduce -5.7% | 11,768 | $6.2M |
| Redhawk Wealth Advisors, Inc. | 1.00% | Reduce -53.0% | 11,712 | $6.2M |
| ICONIQ Capital, LLC | 0.11% | Reduce -21.9% | 11,669 | $6.1M |
| Flagship Harbor Advisors, LLC | 0.39% | Add +48.1% | 11,648 | $6.1M |
| American Trust | 0.51% | Reduce -3.3% | 11,640 | $6.1M |
| Banco BTG Pactual S.A. | 1.90% | Add +98.2% | 11,600 | $6.1M |
| Trust Co. of Vermont | 0.34% | Reduce -0.5% | 11,545 | $6.1M |
| Canvas Wealth Advisors, LLC | 2.04% | Add +72.3% | 12,054 | $6.1M |
| Emerald Advisors, LLC | 1.08% | Reduce -1.2% | 11,516 | $6.1M |
| Gen-Wealth Partners Inc | 3.00% | — | 11,512 | $6.1M |
| Koshinski Asset Management, Inc. | 0.62% | Add +289.9% | 11,491 | $6.0M |
| Claro Advisors Inc. | 1.05% | Add +4.2% | 11,488 | $6.0M |
| Nations Financial Group Inc, /Ia/ | 0.51% | Add +4.4% | 11,459 | $6.0M |
| Ironwood Investment Counsel, LLC | 1.05% | Add +6.2% | 11,411 | $6.0M |
| Westmount Partners, LLC | 2.16% | Add +9.4% | 11,408 | $6.0M |
| Hilltop National Bank | 2.03% | — | 11,363 | $6.0M |
| Pittenger & Anderson Inc. | 0.24% | Reduce -0.6% | 11,342 | $6.0M |
| Index Fund Advisors, Inc. | 0.33% | Add +0.6% | 11,340 | $6.0M |
| LifePlan Investment Advisors, Inc. | 4.75% | Reduce -16.7% | 11,338 | $6.0M |
| Certus Wealth Management, LLC | 4.74% | Add +1.6% | 11,592 | $6.0M |
| Garrison Point Advisors, LLC | 3.82% | Add +13.8% | 11,316 | $5.9M |
| Heritage Trust Co | 0.80% | Add +1.7% | 11,310 | $5.9M |
| BBJS Financial Advisors, LLC | 2.12% | Reduce -26.7% | 11,288 | $5.9M |
| Strategies Wealth Advisors, LLC | 0.91% | Add +3.0% | 11,283 | $5.9M |
| Smartleaf Asset Management LLC | 1.15% | Add +68.3% | 11,264 | $5.9M |
| Able Wealth Management LLC | 5.15% | Add +0.6% | 11,223 | $5.9M |
| Badgley Phelps Wealth Managers, LLC | 0.15% | Add +0.0% | 11,171 | $5.9M |
| Graves Light Lenhart Wealth, Inc. | 0.68% | Reduce -0.4% | 11,168 | $5.9M |
| Awm Capital, LLC | 0.97% | Add +131.0% | 11,112 | $5.8M |
| Nelson Capital Management, LLC | 1.12% | Reduce -45.8% | 11,102 | $5.8M |
| Quadcap Wealth Management, LLC | 1.33% | Reduce -2.1% | 11,087 | $5.8M |
| Toews Corp. | 1.01% | New | 11,000 | $5.8M |
| Bray Capital Advisors | 1.46% | Reduce -2.3% | 10,962 | $5.8M |
| Transcendent Capital Group LLC | 3.34% | Add +24.6% | 10,937 | $5.7M |
| Nicolet Bankshares Inc. | 1.19% | Add +1.0% | 10,925 | $5.7M |
| West Bancorporation Inc. | 3.76% | Add +1.6% | 10,886 | $5.7M |
| Astoria Strategic Wealth, Inc. | 1.81% | Add +3.1% | 10,885 | $5.7M |
| NorthStar Asset Management LLC | 4.33% | New | 10,868 | $5.7M |
| Alterna Wealth Management, Inc. | 4.63% | Add +40.8% | 10,858 | $5.7M |
| Resurgent Financial Advisors LLC | 3.06% | Add +34.6% | 10,845 | $5.7M |
| Nilsine Partners, LLC | 0.77% | Add +3.1% | 10,755 | $5.7M |
| FLC Capital Advisors | 1.42% | Reduce -4.5% | 10,683 | $5.6M |
| Carolinas Wealth Consulting LLC | 1.11% | Add +36.0% | 10,674 | $5.6M |
| First Heartland Consultants, Inc. | 0.58% | Add +2.7% | 10,671 | $5.6M |
| Houlihan Financial Resource Group, Ltd. | 2.52% | Reduce -0.2% | 10,666 | $5.6M |
| Berkeley, Inc | 3.39% | Reduce -1.5% | 10,661 | $5.6M |
| Busey Bank | 0.20% | Reduce -4.5% | 10,660 | $5.6M |
| Boston Family Office LLC | 0.40% | Add +1.2% | 10,649 | $5.6M |
| LVZ, Inc. | 0.76% | Reduce -5.0% | 10,628 | $5.6M |
| First National Bank of Omaha | 0.38% | Add +17.4% | 9,935 | $5.6M |
| Mechanics Financial Corp | 2.90% | Add +9.9% | 10,616 | $5.6M |
| ZWJ Investment Counsel Inc. | 0.25% | Add +23.7% | 10,582 | $5.6M |
| GSG Advisors LLC | 2.04% | Reduce -18.2% | 10,638 | $5.6M |
| Pillar Wealth Advisors, LLC | 4.18% | Add +16.2% | 10,522 | $5.5M |
| HTLF Bank | 0.63% | Add +1.1% | 10,421 | $5.5M |
| PFS Partners, LLC | 3.71% | Reduce -4.8% | 10,414 | $5.5M |
| Stonebridge Financial Planning Group, LLC | 2.88% | Reduce -2.4% | 10,360 | $5.4M |
| Affiance Financial, LLC | 1.47% | Add +3.0% | 10,328 | $5.4M |
| Twin Focus Capital Partners, LLC | 1.03% | Add +2.6% | 10,310 | $5.4M |
| Ethos Financial Group, LLC | 1.04% | Add +1.2% | 9,860 | $5.4M |
| Salem Investment Counselors Inc. | 0.18% | Add +0.9% | 10,283 | $5.4M |
| Wooster Corthell Wealth Management, Inc. | 1.24% | Reduce -2.5% | 10,282 | $5.4M |
| BCU Wealth Advisors, LLC | 4.59% | Reduce -19.9% | 10,280 | $5.4M |
| BlueChip Wealth Advisors LLC | 3.48% | Reduce -0.7% | 10,258 | $5.4M |
| Brand Asset Management Group, Inc. | 2.31% | Add +1.8% | 10,230 | $5.4M |
| Three Seasons Wealth, LLC | 3.76% | Reduce -1.0% | 10,306 | $5.4M |
| Forte Asset Management LLC | 3.25% | Add +0.7% | 10,201 | $5.4M |
| Sound Income Strategies, LLC | 0.40% | Add +32.1% | 10,194 | $5.4M |
| Quad-Cities Investment Group, LLC | 3.13% | Reduce -3.4% | 10,190 | $5.4M |
| Clearstead Trust, LLC | 1.40% | Reduce -55.9% | 10,188 | $5.4M |
| Motco | 0.32% | Add +2.6% | 10,187 | $5.4M |
| Coppell Advisory Solutions Corp. | 1.00% | — | 10,131 | $5.3M |
| Stephens Inc. | 0.08% | Add +14.0% | 10,111 | $5.3M |
| Arkadios Wealth Advisors | 0.41% | Reduce -4.3% | 10,095 | $5.3M |
| Smart Money Group LLC | 2.06% | Reduce -2.1% | 10,516 | $5.3M |
| Colonial River Investments, LLC | 2.99% | Add +85.1% | 10,061 | $5.3M |
| Waters Parkerson & Co., LLC | 0.27% | Add +0.1% | 10,041 | $5.3M |
| Luken Investment Analytics, LLC | 2.66% | Reduce -15.0% | 10,041 | $5.3M |
| Landmark Wealth Management, LLC | 2.44% | Reduce -1.9% | 10,022 | $5.3M |
| Smithbridge Asset Management Inc. | 1.08% | Reduce -1.9% | 9,967 | $5.2M |
| Grayhawk Investment Strategies Inc. | 4.62% | No change | 9,967 | $5.2M |
| Annapolis Financial Services, LLC | 1.72% | Reduce -5.3% | 9,951 | $5.2M |
| Windham Capital Management, LLC | 4.10% | No change | 9,900 | $5.2M |
| Patton Fund Management, Inc. | 0.94% | Reduce -91.9% | 9,844 | $5.2M |
| JT Stratford LLC | 1.03% | Reduce -18.8% | 9,843 | $5.2M |
| Meridian Wealth Partners, LLC | 0.93% | Reduce -0.2% | 9,797 | $5.2M |
| Beacon Bank & Trust | 1.27% | Add +4.6% | 9,748 | $5.1M |
| Essential Planning, LLC. | 2.54% | Reduce -0.1% | 10,617 | $5.1M |
| Private Wealth Partners, LLC | 0.40% | Reduce -2.5% | 9,612 | $5.1M |
| Efficient Advisors, LLC | 0.32% | Reduce -11.7% | 9,592 | $5.0M |
| Catalina Capital Group, LLC | 2.16% | Add +44.9% | 9,590 | $5.0M |
| Meadow Creek Wealth Advisors LLC | 3.51% | Reduce -0.4% | 9,583 | $5.0M |
| NorthCrest Asset Manangement, LLC | 0.17% | Add +75.1% | 9,553 | $5.0M |
| Shoker Investment Counsel, Inc. | 1.79% | Add +7.8% | 9,535 | $5.0M |
| BOS Asset Management, LLC | 2.63% | Reduce -52.2% | 9,520 | $5.0M |
| Signet Financial Management, LLC | 0.69% | Reduce -0.8% | 9,505 | $5.0M |
| Olde Wealth Management, LLC | 2.36% | Reduce -59.9% | 9,582 | $5.0M |
| Morling Financial Advisors, LLC | 2.84% | Reduce -5.0% | 9,445 | $5.0M |
| Callan Capital, LLC | 0.44% | Add +0.3% | 9,443 | $5.0M |
| Truefg, LLC | 1.82% | Reduce -0.1% | 9,438 | $5.0M |
| Mission Creek Capital Partners, Inc. | 1.29% | Add +541.1% | 9,405 | $4.9M |
| Steph & Co. | 1.70% | Reduce -0.2% | 9,379 | $4.9M |
| Financial Council, LLC | 2.91% | Reduce -1.9% | 9,364 | $4.9M |
| Symphony Financial, Ltd. Co. | 1.15% | Add +57.9% | 9,359 | $4.9M |
| Semus Wealth Partners LLC | 4.14% | Reduce -27.9% | 9,353 | $4.9M |
| Brass Tax Wealth Management, Inc. | 2.56% | — | 9,344 | $4.9M |
| VestGen Investment Management | 1.49% | Reduce -25.5% | 9,342 | $4.9M |
| Strategy Asset Managers LLC | 1.05% | Add +1.7% | 9,330 | $4.9M |
| Rede Wealth, LLC | 2.05% | Reduce -0.2% | 9,320 | $4.9M |
| Verity Asset Management, Inc. | 2.72% | Add +4.8% | 9,290 | $4.9M |
| Peterson Wealth Advisors, LLC | 1.03% | Add +6.7% | 9,264 | $4.9M |
| Glassman Wealth Services | 0.98% | Reduce -0.4% | 9,262 | $4.9M |
| Sonoma Private Wealth LLC | 7.81% | Reduce -7.3% | 9,239 | $4.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.9% | 9,176 | $4.8M |
| Peak Asset Management, LLC | 0.95% | Add +4.0% | 9,146 | $4.8M |
| California State Teachers Retirement System | 0.01% | New | 9,123 | $4.8M |
| Brady Family Wealth, LLC | 1.55% | Add +2.9% | 9,101 | $4.8M |
| Hutchens & Kramer Investment Management Group, LLC | 2.83% | Add +37.1% | 9,101 | $4.8M |
| Sfm, LLC | 3.64% | Reduce -5.3% | 9,059 | $4.8M |
| Defined Wealth Management, LLC | 3.42% | No change | 9,056 | $4.8M |
| NBT Bank, N.A. | 0.35% | Add +14.1% | 9,050 | $4.8M |
| TCTC Holdings, LLC | 0.16% | Reduce -0.4% | 9,027 | $4.7M |
| S.A. Mason LLC | 2.84% | Add +1.9% | 8,996 | $4.7M |
| Empowered Funds, LLC | 0.09% | Add +43.2% | 8,994 | $4.7M |
| Pinnacle Wealth Planning Services, Inc. | 0.69% | Add +6.6% | 8,975 | $4.7M |
| West Branch Capital LLC | 1.89% | Reduce -0.7% | 8,921 | $4.7M |
| Fiduciary Group, LLC | 0.51% | Reduce -0.1% | 8,904 | $4.7M |
| CM Wealth Advisors LLC | 1.33% | Reduce -9.3% | 8,954 | $4.7M |
| Stockman Wealth Management, Inc. | 0.82% | Reduce -3.5% | 8,835 | $4.6M |
| Banque Pictet & Cie SA | 0.05% | No change | 8,787 | $4.6M |
| Measured Wealth Private Client Group, LLC | 1.61% | Reduce -3.5% | 8,787 | $4.6M |
| Advisor Resource Council | 1.95% | Reduce -18.3% | 9,615 | $4.6M |
| Moneda S.A. Administradora General de Fondos | 2.57% | No change | 8,700 | $4.6M |
| Lakeridge Wealth Management LLC | 2.96% | Add +20.3% | 8,698 | $4.6M |
| Vawter Financial, Ltd. | 3.27% | Reduce -2.3% | 8,567 | $4.5M |
| Alliance Wealth Advisors, LLC | 1.34% | Add +15.3% | 8,565 | $4.5M |
| Allen Capital Group, LLC | 0.65% | Reduce -2.2% | 8,546 | $4.5M |
| Atlas Private Wealth Management, LLC | 1.89% | Add +1.2% | 8,538 | $4.5M |
| Seven Springs Wealth Group, LLC | 1.76% | Reduce -1.5% | 8,511 | $4.5M |
| First County Bank | 2.19% | Add +4.3% | 8,509 | $4.5M |
| Portside Wealth Group, LLC | 0.83% | Reduce -36.7% | 8,505 | $4.5M |
| Blue Bell Private Wealth Management, LLC | 0.96% | Reduce -4.8% | 8,498 | $4.5M |
| Compagnie Lombard Odier SCmA | 0.08% | Add +11.1% | 8,456 | $4.4M |
| Mitchell Capital Management Co. | 0.85% | Reduce -5.5% | 8,450 | $4.4M |
| Forum Financial Management, LP | 0.08% | Add +2.9% | 8,437 | $4.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.52% | Reduce -46.5% | 8,434 | $4.4M |
| Nemes Rush Group LLC | 0.63% | Reduce -49.0% | 8,404 | $4.4M |
| Successful Portfolios LLC | 3.01% | Add +7.4% | 8,393 | $4.4M |
| MRP Capital Investments, LLC | 4.41% | Reduce -14.2% | 8,369 | $4.4M |
| 49 Wealth Management, LLC | 0.94% | Reduce -6.6% | 8,367 | $4.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 1.21% | No change | 8,348 | $4.4M |
| Raab & Moskowitz Asset Management LLC | 1.22% | Reduce -3.4% | 8,326 | $4.4M |
| Stephen J. Garry & Associates, LLC | 4.52% | Add +3.4% | 8,314 | $4.4M |
| Compass Ion Advisors, LLC | 0.63% | Reduce -0.6% | 8,289 | $4.4M |
| Schmidt P J Investment Management Inc. | 0.82% | Reduce -1.4% | 8,283 | $4.4M |
| Legacy Advisory Services, LLC | 4.11% | Add +0.2% | 8,257 | $4.3M |
| Shorepath Capital Management LLC | 3.43% | Reduce -1.1% | 8,254 | $4.3M |
| Access Financial Services, Inc. | 1.94% | Reduce -2.0% | 8,243 | $4.3M |
| Bluespring Wealth Management, LLC | 0.47% | Add +2.4% | 8,211 | $4.3M |
| Nicholas Hoffman & Company, LLC. | 0.22% | Add +3.8% | 8,209 | $4.3M |
| Ellis Investment Partners, LLC | 0.94% | Add +7.5% | 8,191 | $4.3M |
| Asset Planning Corporation | 3.14% | Add +0.1% | 8,179 | $4.3M |
| Daymark Wealth Partners, LLC | 0.23% | Reduce -5.0% | 8,154 | $4.3M |
| Absolute Capital Management, LLC | 2.72% | Reduce -22.8% | 8,102 | $4.3M |
| Stokes Family Office, LLC | 0.53% | Reduce -20.8% | 8,081 | $4.2M |
| Pinnacle Bancorp, Inc. | 1.25% | Add +3.7% | 8,052 | $4.2M |
| Leo Wealth, LLC | 0.43% | Add +3.1% | 8,050 | $4.2M |
| Plum Street Advisors, LLC | 2.13% | Add +1.9% | 7,288 | $4.2M |
| Dentgroup LLC | 3.47% | Reduce -18.1% | 7,986 | $4.2M |
| St. Johns Investment Management Company, LLC | 2.01% | Reduce -0.6% | 7,982 | $4.2M |
| Tyche Wealth Partners LLC | 1.01% | Add +126.5% | 7,879 | $4.1M |
| Strid Group, LLC | 0.74% | New | 7,841 | $4.1M |
| Stegner Investment Associates Inc. | 3.02% | Reduce -1.6% | 7,839 | $4.1M |
| BlueSky Wealth Advisors, LLC | 3.22% | Reduce -2.5% | 7,825 | $4.1M |
| Parkside Financial Bank & Trust | 0.66% | Add +4.1% | 7,824 | $4.1M |
| Beverly Hills Private Wealth, LLC | 0.95% | Reduce -17.1% | 7,804 | $4.1M |
| Old Mission Investment Co LLC | 1.37% | Add +0.6% | 7,800 | $4.1M |
| Summit Financial Group, Inc. | 1.46% | Reduce -4.1% | 7,788 | $4.1M |
| Bear Mountain Capital, Inc. | 1.76% | Reduce -0.3% | 8,132 | $4.1M |
| Northeast Investment Management | 0.20% | No change | 7,751 | $4.1M |
| Larson Financial Group LLC | 0.31% | Add +127.3% | 7,747 | $4.1M |
| Clayton Financial Group LLC | 1.85% | New | 7,745 | $4.1M |
| Ruggaard & Associates LLC | 1.93% | Add +8.3% | 7,729 | $4.1M |
| Journey Advisory Group, LLC | 0.50% | Reduce -2.7% | 7,729 | $4.1M |
| Auxano Advisors, LLC | 1.18% | Add +7.3% | 7,729 | $4.1M |
| WJ Wealth Management, LLC | 1.61% | Reduce -0.6% | 7,714 | $4.1M |
| Evanson Asset Management, LLC | 0.30% | Reduce -2.2% | 7,683 | $4.0M |
| Dana Investment Advisors, Inc. | 0.13% | Add +7.1% | 7,640 | $4.0M |
| GFS Advisors, LLC | 0.66% | No change | 7,590 | $4.0M |
| Kwmg, LLC | 0.44% | Reduce -7.5% | 7,589 | $4.0M |
| Lincoln Capital Corp. | 1.74% | Add +185.6% | 7,556 | $4.0M |
| Quadrant Private Wealth Management, LLC | 1.00% | Add +1.2% | 7,538 | $4.0M |
| Intelligent Financial Strategies | 2.45% | Add +1.9% | 7,505 | $3.9M |
| Hollow Brook Wealth Management LLC | 1.46% | No change | 7,498 | $3.9M |
| Paces Ferry Wealth Advisors, LLC | 2.52% | Reduce -12.6% | 7,491 | $3.9M |
| Cassaday & Co Wealth Management LLC | 0.13% | Add +7.5% | 7,436 | $3.9M |
| Sage Capital Advisors,llc | 1.13% | Add +0.9% | 7,432 | $3.9M |
| Weaver Consulting Group | 1.45% | Add +8.1% | 7,428 | $3.9M |
| Cypress Capital, LLC | 1.06% | Add +0.2% | 7,406 | $3.9M |
| NovaPoint Capital, LLC | 1.36% | Add +1.1% | 7,381 | $3.9M |
| National Wealth Management Group, LLC | 3.01% | Add +20.9% | 7,364 | $3.9M |
| Jackson, Grant Investment Advisers, Inc. | 1.58% | Reduce -1.1% | 7,335 | $3.9M |
| Geller Advisors LLC | 0.31% | Add +0.1% | 7,331 | $3.9M |
| Gemmer Asset Management LLC | 0.45% | Add +1.5% | 7,294 | $3.8M |
| WR Wealth Planners, LLC | 1.19% | Add +1.2% | 7,267 | $3.8M |
| Marietta Wealth Management, LLC | 0.63% | Reduce -1.0% | 7,249 | $3.8M |
| HM Payson & Co. | 0.07% | Add +7.2% | 7,241 | $3.8M |
| Forte Capital LLC | 0.47% | Reduce -0.2% | 7,226 | $3.8M |
| Cim, LLC | 0.57% | Reduce -3.9% | 7,222 | $3.8M |
| Gitterman Wealth Management, LLC | 1.47% | Add +0.0% | 7,216 | $3.8M |
| Guyasuta Investment Advisors Inc. | 0.28% | Reduce -0.1% | 7,939 | $3.8M |
| Valley National Advisers Inc. | 0.57% | Add +23.1% | 7,201 | $3.8M |
| Magnus Financial Group LLC | 0.45% | Reduce -3.4% | 7,170 | $3.8M |
| Aaron Wealth Advisors LLC | 0.54% | Add +0.3% | 7,139 | $3.8M |
| Rinkey Investments | 1.37% | Add +41.0% | 7,131 | $3.7M |
| Sei Investments Co. | 0.01% | Reduce -41.8% | 7,129 | $3.7M |
| RHS Financial, LLC | 2.18% | Add +1.0% | 7,128 | $3.7M |
| Aufman Associates Inc | 2.63% | Add +0.3% | 7,112 | $3.7M |
| New England Private Wealth Advisors LLC | 0.65% | Add +0.1% | 7,089 | $3.7M |
| Brown Miller Wealth Management, LLC | 1.63% | Add +20.4% | 7,050 | $3.7M |
| Straight Path Wealth Management | 2.08% | Add +3.2% | 7,033 | $3.7M |
| M3 Advisory Group, LLC | 3.33% | Add +16.5% | 6,982 | $3.7M |
| Oakwell Private Wealth Management, LLC | 1.12% | No change | 6,979 | $3.7M |
| Richard W. Paul & Associates, LLC | 1.46% | Add +1.1% | 6,964 | $3.7M |
| MIdWestOne Financial Group, Inc. | 0.66% | Reduce -1.4% | 6,950 | $3.7M |
| Ayalon Insurance Comp Ltd. | 1.21% | Add +5.1% | 6,947 | $3.7M |
| CIC Wealth, LLC | 1.06% | Add +0.5% | 6,921 | $3.6M |
| Banque Cantonale Vaudoise | 0.14% | Add +2.4% | 6,916 | $3.6M |
| Valley Wealth Managers, Inc. | 0.27% | Reduce -3.1% | 6,905 | $3.6M |
| QRG Capital Management, Inc. | 0.05% | Add +17.3% | 6,898 | $3.6M |
| Personal Cfo Solutions, LLC | 0.56% | Reduce -2.4% | 6,878 | $3.6M |
| Enterprise Bank & Trust Co | 1.24% | Add +2.6% | 6,854 | $3.6M |
| Birmingham Capital Management Co. Inc. | 1.32% | Reduce -1.0% | 6,828 | $3.6M |
| WESPAC Advisors, LLC | 2.09% | Reduce -1.1% | 6,824 | $3.6M |
| Insight Advisors, LLC/ PA | 0.69% | Add +3.0% | 6,806 | $3.6M |
| Ostrum Asset Management | 0.28% | New | 6,780 | $3.6M |
| Edgemoor Investment Advisors, Inc. | 0.34% | No change | 6,781 | $3.6M |
| Foresight Capital Management Advisors, Inc. | 2.72% | Add +4.0% | 6,770 | $3.6M |
| Mason & Associates, LLC | 2.72% | — | 6,770 | $3.6M |
| Facet Wealth, Inc. | 0.12% | Reduce -0.3% | 6,850 | $3.6M |
| AA Financial Advisors, LLC | 1.44% | Add +2.8% | 6,765 | $3.6M |
| Cornell Pochily Investment Advisors, Inc. | 1.41% | Reduce -11.0% | 6,747 | $3.5M |
| Abbrea Capital, LLC | 0.47% | Reduce -1.4% | 6,742 | $3.5M |
| Harvey Capital Management Inc. | 1.04% | No change | 6,735 | $3.5M |
| Macroview Investment Management LLC | 3.91% | Reduce -0.8% | 6,706 | $3.5M |
| Y.D. More Investments Ltd | 0.62% | Reduce -28.0% | 6,700 | $3.5M |
| Traynor Capital Management, Inc. | 0.33% | Add +7.4% | 6,681 | $3.5M |
| Intelligence Driven Advisers, LLC | 0.52% | Add +0.8% | 6,681 | $3.5M |
| Davidson Trust Co. | 2.04% | No change | 6,672 | $3.5M |
| Lindbrook Capital, LLC | 0.33% | Reduce -4.2% | 6,666 | $3.5M |
| Clarkston Capital Partners, LLC | 0.06% | Reduce -18.4% | 6,657 | $3.5M |
| United Capital Management of KS, Inc. | 0.80% | Reduce -17.1% | 6,655 | $3.5M |
| Investors Research Corp | 0.82% | Add +0.3% | 6,642 | $3.5M |
| Northwest Investment Counselors, LLC | 0.85% | Reduce -0.5% | 6,636 | $3.5M |
| Northwest Capital Management Inc | 1.11% | Reduce -0.2% | 6,609 | $3.5M |
| Rockwood Wealth Management, LLC | 0.45% | Add +51.8% | 6,605 | $3.5M |
| First Bancorp, Inc | 2.63% | Reduce -5.0% | 6,594 | $3.5M |
| Carret Asset Management, LLC | 0.41% | Add +3.0% | 6,591 | $3.5M |
| GenTrust, LLC | 0.21% | Add +482.2% | 6,590 | $3.5M |
| First United Bank & Trust | 1.28% | Reduce -0.9% | 6,589 | $3.5M |
| Authentikos Wealth Advisory, LLC | 3.47% | Reduce -29.5% | 6,574 | $3.5M |
| Triumph Capital Management | 1.41% | Add +184.8% | 6,577 | $3.5M |
| Prairie Wealth Advisors, Inc. | 1.62% | — | 6,562 | $3.4M |
| Triune Financial Partners, LLC | 1.20% | Reduce -8.1% | 6,557 | $3.4M |
| Independent Advisor Alliance | 0.12% | Reduce -3.6% | 6,555 | $3.4M |
| WestHill Financial Advisors, Inc. | 0.85% | Reduce -1.7% | 6,548 | $3.4M |
| CoreFirst Bank & Trust | 2.15% | Add +36.9% | 6,546 | $3.4M |
| Madison Asset Management, LLC | 0.04% | Add +2.3% | 6,539 | $3.4M |
| Lyell Wealth Management, LP | 0.35% | Add +20.1% | 6,538 | $3.4M |
| Cassady Schiller Wealth Management, LLC | 1.53% | Reduce -0.5% | 6,534 | $3.4M |
| Trust Co of the South | 0.79% | Reduce -4.1% | 6,528 | $3.4M |
| Vontobel Holding Ltd. | 0.03% | Reduce -21.8% | 6,524 | $3.4M |
| First Western Trust Bank | 0.16% | Reduce -4.0% | 6,519 | $3.4M |
| First Financial Bankshares Inc | 0.08% | Reduce -50.8% | 6,514 | $3.4M |
| Sonata Capital Group Inc. | 1.55% | Add +2.6% | 6,486 | $3.4M |
| Oldfather Financial Services, LLC | 1.40% | Reduce -1.4% | 6,485 | $3.4M |
| Wealthcare Capital Management LLC | 0.38% | Reduce -11.1% | 6,478 | $3.4M |
| Aspire Private Capital, LLC | 0.90% | Reduce -19.4% | 6,476 | $3.4M |
| VitalStone Financial, LLC | 2.60% | Add +114.1% | 6,467 | $3.4M |
| CSM Advisors, LLC | 0.22% | Reduce -36.1% | 6,430 | $3.4M |
| Hill Island Financial LLC | 1.11% | Reduce -12.1% | 6,415 | $3.4M |
| Sepio Capital, LP | 0.29% | Add +0.0% | 6,404 | $3.4M |
| Mattern Wealth Management LLC | 0.82% | Reduce -0.2% | 6,387 | $3.4M |
| Romano Brothers and Company | 0.46% | Add +8.4% | 6,374 | $3.4M |
| Rockland Trust Co. | 0.18% | Reduce -1.3% | 6,353 | $3.3M |
| All Season Financial Advisors, Inc. | 2.76% | Add +10.4% | 6,347 | $3.3M |
| Condor Capital Management | 0.33% | Reduce -1.4% | 6,344 | $3.3M |
| Lansing Street Advisors | 1.50% | Reduce -3.8% | 6,343 | $3.3M |
| Retirement Group, LLC | 1.19% | Reduce -0.1% | 6,337 | $3.3M |
| Clifford Swan Investment Counsel LLC | 0.12% | Add +6.4% | 6,291 | $3.3M |
| Koesten, Hirschmann & Crabtree, INC. | 2.12% | Reduce -3.8% | 6,289 | $3.3M |
| Ameliora Wealth Management Ltd. | 1.50% | Add +18.0% | 6,283 | $3.3M |
| Asset Dedication, LLC | 0.25% | Reduce -4.8% | 6,261 | $3.3M |
| Jamison Private Wealth Management, Inc. | 0.56% | Add +3.0% | 6,248 | $3.3M |
| Wallace Advisory Group, LLC | 2.46% | Reduce -9.3% | 6,863 | $3.3M |
| Mairs & Power Inc. | 0.03% | Reduce -11.3% | 6,235 | $3.3M |
| Hobart Private Capital, LLC | 1.00% | Reduce -4.9% | 6,213 | $3.3M |
| Full Sail Capital, LLC | 0.23% | Add +28.9% | 6,190 | $3.3M |
| Atlantic Union Bankshares Corp | 0.27% | Add +5.0% | 6,184 | $3.3M |
| Archvest Wealth Advisors, Inc. | 2.29% | Add +24.6% | 6,181 | $3.2M |
| Cahill Financial Advisors Inc. | 0.44% | Add +5.0% | 6,160 | $3.2M |
| Chilton Capital Management LLC | 0.15% | Reduce -6.5% | 6,156 | $3.2M |
| Total Clarity Wealth Management, Inc. | 1.12% | Add +42.8% | 6,147 | $3.2M |
| GPS Wealth Strategies Group, LLC | 0.52% | Add +452.4% | 6,120 | $3.2M |
| Peoples Financial Services Corp. | 1.40% | Reduce -1.6% | 6,114 | $3.2M |
| Woodley Farra Manion Portfolio Management Inc. | 0.18% | Reduce -2.9% | 6,093 | $3.2M |
| PSI Advisors, LLC | 1.16% | Reduce -16.6% | 6,092 | $3.2M |
| Sprinkle Financial Consultants LLC | 2.73% | Add +1.6% | 6,087 | $3.2M |
| Arcadia Investment Management Corp. | 0.56% | No change | 6,074 | $3.2M |
| Bridge Advisory, LLC | 1.58% | Reduce -17.2% | 6,067 | $3.2M |
| Financial Perspectives, Inc | 1.20% | Add +0.7% | 6,028 | $3.2M |
| New Republic Capital, LLC | 2.01% | Reduce -2.8% | 6,024 | $3.2M |
| Bromfield Sneider Wealth Advisors | 1.96% | Add +1.5% | 6,024 | $3.2M |
| McIlrath & Eck, LLC | 0.50% | Add +4.3% | 6,006 | $3.2M |
| Warner Financial, Inc. | 1.57% | Add +0.0% | 5,977 | $3.1M |
| Investment Partners, LTD. | 1.42% | Add +23.5% | 5,974 | $3.1M |
| Concentric Wealth Management, LLC | 0.84% | Add +4.8% | 5,973 | $3.1M |
| Capital Group Private Client Services, Inc. | 0.03% | Reduce -33.8% | 5,938 | $3.1M |
| Atlas Brown,Inc. | 1.13% | Add +9.3% | 5,900 | $3.1M |
| Thrive Wealth Management, LLC | 0.64% | Reduce -20.0% | 5,885 | $3.1M |
| Prudent Man Advisors, LLC | 1.16% | Add +60.0% | 5,873 | $3.1M |
| First Business Financial Services, Inc. | 0.33% | No change | 5,873 | $3.1M |
| Aptus Capital Advisors, LLC | 0.07% | Add +143.0% | 5,851 | $3.1M |
| Oakworth Capital, Inc. | 0.23% | Add +18.5% | 5,835 | $3.1M |
| Stone Summit Wealth LLC | 1.07% | Add +3.4% | 5,834 | $3.1M |
| Pension & Wealth Management Advisors, Inc. | 2.01% | Add +0.8% | 5,815 | $3.1M |
| Zions Bancorporation, N.A. | 0.23% | Reduce -23.9% | 5,816 | $3.1M |
| Tranquility Partners, LLC | 1.18% | Reduce -0.9% | 5,812 | $3.1M |
| Capital Investment Counsel, LLC | 0.65% | Add +57.2% | 5,806 | $3.1M |
| Rathbones Group PLC | 0.02% | Reduce -4.1% | 5,805 | $3.1M |
| Uptick Partners, LLC | 2.33% | Add +19.4% | 5,797 | $3.0M |
| Redwood Wealth Management Group, LLC | 3.22% | Add +0.1% | 5,776 | $3.0M |
| Sterling Wealth Management, Inc. | 1.51% | Reduce -6.8% | 5,773 | $3.0M |
| Galvin, Gaustad & Stein, LLC | 0.28% | Add +0.4% | 5,768 | $3.0M |
| Goepper Burkhardt LLC | 1.41% | Add +147.2% | 5,786 | $3.0M |
| Aspen Investment Management Inc | 1.53% | Add +0.6% | 5,736 | $3.0M |
| Corrigan Financial, Inc. | 0.77% | Reduce -1.2% | 5,732 | $3.0M |
| Allie Family Office LLC | 1.77% | Reduce -5.6% | 5,607 | $3.0M |
| SilverOak Wealth Management LLC | 0.74% | Reduce -0.9% | 5,703 | $3.0M |
| Tudor Investment Corporation | 0.04% | Add +93.6% | 5,691 | $3.0M |
| WNY Asset Management, LLC | 0.46% | Reduce -5.3% | 5,690 | $3.0M |
| Frank, Rimerman Advisors LLC | 0.58% | Add +1.4% | 5,688 | $3.0M |
| Paladin Advisory Group, LLC | 2.36% | Add +1.0% | 5,693 | $3.0M |
| FAS Wealth Partners, Inc. | 0.26% | Reduce -5.5% | 5,673 | $3.0M |
| Petix & Botte Co | 0.74% | New | 5,661 | $3.0M |
| Topel & Distasi Wealth Management, LLC | 1.31% | No change | 5,630 | $3.0M |
| Arcadia Investment Advisors LLC | 1.68% | Reduce -7.6% | 5,611 | $2.9M |
| Sage Financial Group Inc. | 0.27% | Reduce -1.6% | 5,608 | $2.9M |
| Hohimer Wealth Management, LLC | 0.69% | Reduce -4.0% | 5,608 | $2.9M |
| Carmichael Hill & Associates, Inc. | 1.21% | Reduce -0.3% | 5,606 | $2.9M |
| Zega Financial, LLC | 1.27% | Reduce -9.7% | 5,599 | $2.9M |
| Hemington Wealth Management | 1.06% | Add +8.7% | 5,580 | $2.9M |
| REAP Financial Group, LLC | 0.80% | Reduce -10.1% | 5,567 | $2.9M |
| Crown Wealth Group, LLC | 1.51% | Add +4.5% | 5,559 | $2.9M |
| West Paces Advisors Inc. | 0.77% | Reduce -1.4% | 5,547 | $2.9M |
| Leeward Financial Partners, LLC | 1.23% | Add +2.6% | 5,540 | $2.9M |
| Ackerman Capital Advisors, LLC | 0.80% | Add +0.2% | 5,527 | $2.9M |
| Schneider Downs Wealth Management Advisors, LP | 0.67% | Reduce -3.2% | 5,518 | $2.9M |
| Worth Financial Advisory Group, LLC | 2.01% | Reduce -2.1% | 5,516 | $2.9M |
| Intrua Financial, LLC | 0.45% | Add +0.1% | 5,515 | $2.9M |
| Schnieders Capital Management LLC | 0.60% | No change | 5,507 | $2.9M |
| CWS Financial Advisors, LLC | 1.18% | Add +3.5% | 5,495 | $2.9M |
| Wealth Effects LLC | 1.06% | No change | 5,481 | $2.9M |
| TFO Wealth Partners, LLC | 0.55% | Reduce -0.2% | 5,429 | $2.9M |
| Harbour Capital Advisors, LLC | 0.71% | Reduce -0.4% | 5,473 | $2.9M |
| Arbor Trust Wealth Advisors, LLC | 1.57% | Reduce -3.1% | 5,520 | $2.9M |
| Private Portfolio Partners LLC | 0.59% | Add +2.8% | 5,414 | $2.8M |
| Fisher Asset Management | 0.00% | Reduce -32.4% | 5,406 | $2.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Reduce -3.2% | 5,405 | $2.8M |
| Prostatis Group LLC | 1.07% | Add +11.1% | 5,387 | $2.8M |
| Global Financial Private Client, LLC | 1.22% | Reduce -6.7% | 5,386 | $2.8M |
| Vident Advisory, LLC | 0.06% | Add +47.8% | 5,376 | $2.8M |
| Beacon Financial Advisory LLC | 1.37% | Reduce -38.6% | 5,365 | $2.8M |
| Lion Street Advisors, LLC | 1.15% | No change | 5,901 | $2.8M |
| Mogy Joel R Investment Counsel Inc. | 0.19% | Add +5.7% | 5,323 | $2.8M |
| Titleist Asset Management, LLC | 0.49% | Add +2.3% | 5,320 | $2.8M |
| Appleton Partners Inc. | 0.22% | Reduce -1.6% | 5,291 | $2.8M |
| Wellington Wealth Strategies, LLC. | 1.29% | New | 5,277 | $2.8M |
| American Financial Advisors, LLC | 0.39% | Add +2.5% | 5,268 | $2.8M |
| Virtue Capital Management, LLC | 0.50% | Reduce -35.0% | 5,372 | $2.8M |
| Segment Wealth Management, LLC | 0.21% | Add +0.1% | 5,252 | $2.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | No change | 5,245 | $2.8M |
| Tufton Capital Management | 0.54% | Add +2.7% | 5,241 | $2.8M |
| Van Strum & Towne Inc. | 1.01% | Reduce -0.1% | 5,236 | $2.8M |
| Pineridge Advisors LLC | 0.97% | Reduce -5.0% | 5,222 | $2.7M |
| Laurel Wealth Planning LLC | 1.82% | Reduce -6.4% | 5,216 | $2.7M |
| MB Generational Wealth, LLC | 2.15% | Reduce -3.3% | 5,211 | $2.7M |
| Chesapeake Wealth Management | 1.00% | Add +88.9% | 5,207 | $2.7M |
| Forefront Analytics, LLC | 1.32% | Reduce -6.6% | 5,177 | $2.7M |
| Spirepoint Private Client, LLC | 0.41% | — | 5,164 | $2.7M |
| Oxinas Partners, LLC | 1.76% | Add +0.6% | 5,152 | $2.7M |
| Howard Wealth Management, LLC | 2.20% | Reduce -2.5% | 5,147 | $2.7M |
| Centric Wealth Management | 0.86% | Add +3.6% | 5,361 | $2.7M |
| Ipswich Investment Management Co., Inc. | 0.63% | Add +0.0% | 5,143 | $2.7M |
| Procyon Advisors, LLC | 0.21% | Add +1.2% | 5,142 | $2.7M |
| Summit Financial Wealth Advisors, LLC | 0.55% | Reduce -11.4% | 5,130 | $2.7M |
| Castle Wealth Management LLC | 1.41% | Reduce -5.4% | 5,128 | $2.7M |
| Girard Partners LTD. | 0.25% | Add +30.7% | 5,109 | $2.7M |
| StoneCrest Wealth Management, Inc. | 2.32% | Reduce -3.8% | 5,106 | $2.7M |
| Caldwell Sutter Capital, Inc. | 1.29% | Reduce -2.9% | 5,105 | $2.7M |
| MBA Advisors LLC | 1.39% | Reduce -0.3% | 5,102 | $2.7M |
| Black Diamond Financial, LLC | 0.72% | No change | 5,607 | $2.7M |
| Alerus Financial NA | 0.20% | Add +1.9% | 5,062 | $2.7M |
| Global Strategic Investment Solutions, LLC | 0.31% | Add +2.9% | 5,060 | $2.7M |
| AlphaStar Capital Management, LLC | 0.27% | Reduce -4.0% | 5,037 | $2.6M |
| Davis R M Inc. | 0.06% | Reduce -0.0% | 5,024 | $2.6M |
| Biltmore Family Office, LLC | 0.52% | Add +1.3% | 5,013 | $2.6M |
| Fortis Group Advisors, LLC | 0.49% | Reduce -3.6% | 5,011 | $2.6M |
| Strategic Equity Management | 2.20% | Reduce -40.8% | 5,011 | $2.6M |
| Fortis Capital Management LLC | 0.69% | Add +0.4% | 5,001 | $2.6M |
| FF Advisors,LLC | 1.82% | No change | 4,996 | $2.6M |
| Triton Financial Group Inc | 1.85% | Reduce -5.2% | 4,951 | $2.6M |
| Itau Unibanco Holding S.A. | 0.11% | Reduce -13.1% | 4,693 | $2.6M |
| Rothschild & Co Wealth Management UK Ltd | 0.04% | No change | 4,929 | $2.6M |
| Clearwater Capital Advisors, LLC | 0.28% | Reduce -1.1% | 4,926 | $2.6M |
| LM Advisors LLC | 0.45% | Reduce -17.8% | 4,919 | $2.6M |
| Gallacher Capital Management LLC | 1.32% | Add +4.9% | 4,911 | $2.6M |
| Guardian Asset Advisors, LLC | 2.13% | Reduce -19.7% | 4,893 | $2.6M |
| Ridgepath Capital Management LLC | 2.89% | Reduce -0.2% | 4,890 | $2.6M |
| Clarity Capital Advisors, LLC | 2.04% | Reduce -0.7% | 4,873 | $2.6M |
| Balefire, LLC | 0.92% | Add +14.8% | 4,869 | $2.6M |
| Paulson Wealth Management Inc. | 0.75% | Reduce -0.6% | 4,839 | $2.5M |
| Aprio Wealth Management, LLC | 0.50% | Add +6.1% | 4,822 | $2.5M |
| Melfa Wealth Management, Inc. | 1.82% | New | 4,798 | $2.5M |
| Angeles Wealth Management, LLC | 0.25% | Reduce -6.2% | 4,784 | $2.5M |
| James Investment Research, Inc. | 0.30% | Reduce -7.1% | 4,783 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | Add +24.0% | 4,780 | $2.5M |
| Darrow Company, Inc. | 1.64% | Reduce -0.3% | 4,775 | $2.5M |
| Howard Financial Services, LTD. | 0.43% | Reduce -5.2% | 4,763 | $2.5M |
| Cowa, LLC | 1.47% | Reduce -17.6% | 4,758 | $2.5M |
| Lantern Wealth Advisors, LLC | 1.76% | Add +1.7% | 4,752 | $2.5M |
| Kathleen S. Wright Associates Inc. | 1.18% | Add +0.6% | 4,744 | $2.5M |
| Exchange Capital Management, Inc. | 0.40% | Reduce -1.5% | 4,733 | $2.5M |
| Courage Miller Partners, LLC | 0.86% | Reduce -4.3% | 4,731 | $2.5M |
| Goodwin Investment Advisory | 1.17% | Reduce -11.5% | 4,731 | $2.5M |
| Kohmann Bosshard Financial Services, LLC | 0.35% | Add +5.6% | 4,721 | $2.5M |
| Financial Consulate, Inc. | 0.73% | Reduce -8.6% | 4,714 | $2.5M |
| Centennial Bank | 1.27% | Reduce -3.2% | 4,711 | $2.5M |
| Traveka Wealth, LLC | 1.14% | Add +23.5% | 4,708 | $2.5M |
| Continental Investors Services, Inc. | 5.86% | Reduce -3.4% | 4,715 | $2.5M |
| MBM Wealth Consultants, LLC | 0.87% | Reduce -0.0% | 4,698 | $2.5M |
| Colony Family Offices, LLC | 0.80% | No change | 4,693 | $2.5M |
| Walled Lake Planning & Wealth Management, LLC | 1.01% | Add +9.6% | 4,688 | $2.5M |
| First National Corp. /Ma/ | 0.61% | No change | 5,160 | $2.5M |
| Sachetta, LLC | 1.17% | Add +0.0% | 5,150 | $2.5M |
| SRH Advisors, LLC | 0.78% | No change | 4,677 | $2.5M |
| Gratus Wealth Advisors, LLC | 0.45% | Add +8.3% | 4,896 | $2.5M |
| Tolleson Wealth Management, Inc. | 0.48% | No change | 4,656 | $2.4M |
| Sage Rhino Capital LLC | 0.58% | No change | 4,655 | $2.4M |
| Cobblestone Capital Advisors LLC | 0.15% | Reduce -4.6% | 4,622 | $2.4M |
| SOA Wealth Advisors, LLC. | 0.50% | Add +0.0% | 4,614 | $2.4M |
| Zacks Investment Management | 0.03% | Add +26.5% | 4,611 | $2.4M |
| Trexquant Investment LP | 0.05% | New | 4,608 | $2.4M |
| Islay Capital Management, LLC | 1.81% | Reduce -20.5% | 4,594 | $2.4M |
| LGT Financial Advisors LLC | 2.80% | Add +7.5% | 4,586 | $2.4M |
| Napatree Capital LLC | 2.33% | Reduce -0.5% | 4,779 | $2.4M |
| Arlington Financial Advisors, LLC | 0.53% | Reduce -18.4% | 4,579 | $2.4M |
| Laurel Wealth Advisors LLC | 0.41% | Reduce -1.2% | 4,574 | $2.4M |
| Vigilare Wealth Management | 1.18% | Reduce -18.7% | 4,570 | $2.4M |
| New Century Financial Group, LLC | 1.66% | Add +67.5% | 4,567 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.90% | Add +1.2% | 4,552 | $2.4M |
| Sonora Investment Management Group, LLC | 0.19% | Add +40.1% | 4,545 | $2.4M |
| Austin Private Wealth, LLC | 0.27% | Reduce -0.1% | 4,567 | $2.4M |
| Kavar Capital Partners Group, LLC | 0.44% | No change | 4,534 | $2.4M |
| Alpha Cubed Investments, LLC | 0.12% | Add +4.0% | 4,531 | $2.4M |
| Creative Financial Designs Inc. | 0.22% | Reduce -16.1% | 4,519 | $2.4M |
| Mesirow Institutional Investment Management, Inc. | 0.21% | Add +0.3% | 4,503 | $2.4M |
| GHP Investment Advisors, Inc. | 0.12% | Reduce -2.7% | 4,497 | $2.4M |
| Liberty Capital Management, Inc. | 0.58% | Reduce -14.3% | 4,497 | $2.4M |
| Florida Trust Wealth Management Co | 0.08% | Add +20.4% | 4,492 | $2.4M |
| Resources Management Corp. /CT/ | 0.34% | Reduce -5.7% | 4,455 | $2.3M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 1.76% | Reduce -95.0% | 4,447 | $2.3M |
| Lincoln Capital LLC | 0.52% | Reduce -4.3% | 4,443 | $2.3M |
| FSM Wealth Advisors, LLC | 0.83% | Reduce -3.7% | 4,437 | $2.3M |
| Retirement Planning Group, LLC | 0.18% | Add +1.5% | 4,426 | $2.3M |
| New Millennium Group LLC | 1.76% | Add +6.7% | 4,424 | $2.3M |
| Curbstone Financial Management Corp | 0.50% | Add +177.1% | 4,412 | $2.3M |
| CapWealth Advisors, LLC | 0.26% | Reduce -1.9% | 4,403 | $2.3M |
| Essex LLC | 0.53% | Reduce -7.5% | 4,387 | $2.3M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +195.1% | 4,376 | $2.3M |
| DBK Financial Counsel, LLC | 2.41% | Reduce -12.5% | 4,374 | $2.3M |
| Court Place Advisors, LLC | 0.73% | New | 4,321 | $2.3M |
| Avantax Planning Partners, Inc. | 0.07% | Add +77.2% | 4,319 | $2.3M |
| Fortitude Advisory Group L.L.C. | 1.27% | Reduce -11.9% | 4,282 | $2.3M |
| Encompass Wealth Advisors, LLC | 0.60% | Reduce -0.7% | 4,273 | $2.2M |
| Pettyjohn, Wood & White, Inc. | 0.45% | Reduce -3.7% | 4,265 | $2.2M |
| Cadence Bank | 0.16% | Reduce -3.0% | 4,235 | $2.2M |
| Obermeyer Wealth Partners | 0.13% | Reduce -6.9% | 4,231 | $2.2M |
| Beck Mack & Oliver LLC | 0.04% | No change | 4,217 | $2.2M |
| Gallagher Fiduciary Advisors, LLC | 0.08% | Reduce -0.8% | 4,215 | $2.2M |
| GAMMA Investing LLC | 0.45% | Add +128.9% | 4,209 | $2.2M |
| Silvia McColl Wealth Management, LLC | 1.89% | No change | 4,275 | $2.2M |
| Premier Path Wealth Partners, LLC | 0.42% | Reduce -4.1% | 4,197 | $2.2M |
| Insigneo Advisory Services, LLC | 0.26% | Add +105.9% | 4,172 | $2.2M |
| Turtle Creek Wealth Advisors, LLC | 0.54% | Add +0.2% | 4,169 | $2.2M |
| Family Manage LLC | 0.40% | Add +0.1% | 4,158 | $2.2M |
| Headlands Technologies LLC | 0.52% | Add +339.9% | 4,157 | $2.2M |
| Montgomery Investment Management Inc. | 0.83% | Add +5.2% | 4,155 | $2.2M |
| GC Wealth Management RIA, LLC | 0.44% | Add +36.1% | 4,150 | $2.2M |
| Lane & Associates LLC | 1.36% | Add +2.2% | 4,117 | $2.2M |
| Arlington Trust Co LLC | 0.55% | Reduce -1.2% | 4,103 | $2.2M |
| Ironsides Asset Advisors, LLC | 0.74% | No change | 4,100 | $2.2M |
| Axiom Investors LLC | 0.02% | Add +20.6% | 4,100 | $2.2M |
| NFSG Corp | 0.94% | Add +45.3% | 4,096 | $2.2M |
| TD Asset Management Inc | 0.00% | Add +13.7% | 4,096 | $2.2M |
| Alta Wealth Advisors LLC | 1.08% | Add +3.2% | 4,056 | $2.1M |
| Denver PWM, LLC | 0.82% | Add +1.6% | 4,118 | $2.1M |
| Barnes Pettey Financial Advisors, LLC | 1.83% | Add +0.8% | 4,038 | $2.1M |
| Cibc World Markets Corp. | 0.01% | Add +616.9% | 4,029 | $2.1M |
| First Manhattan Co. Llc. | 0.01% | Add +1.0% | 4,023 | $2.1M |
| Waypoint Capital Advisors, LLC | 0.55% | No change | 4,005 | $2.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.21% | Add +1.1% | 3,968 | $2.1M |
| Atwater Malick LLC | 0.73% | Add +65.1% | 3,963 | $2.1M |
| Oliver Lagore Vanvalin Investment Group | 0.63% | Reduce -37.3% | 3,957 | $2.1M |
| LTG Capital LLC | 1.76% | Add +1.2% | 3,907 | $2.1M |
| Burke & Herbert Bank & Trust Co. | 1.55% | No change | 3,907 | $2.1M |
| Panoramic Investment Advisors, LLC | 1.51% | Add +5.0% | 3,906 | $2.1M |
| Private Capital Management, LLC | 0.23% | Reduce -2.8% | 3,902 | $2.1M |
| Aspire Capital Advisors LLC | 0.69% | Reduce -43.3% | 3,898 | $2.0M |
| Moneco Advisors, LLC | 0.32% | Add +17.1% | 3,889 | $2.0M |
| Knightsbridge Asset Management, LLC | 0.59% | No change | 4,277 | $2.0M |
| Francis Financial, Inc. | 0.66% | Add +134.1% | 3,877 | $2.0M |
| Napa Wealth Management | 1.07% | Reduce -6.4% | 3,869 | $2.0M |
| W.H. Cornerstone Investments Inc. | 1.47% | Add +0.3% | 3,866 | $2.0M |
| Seven Post Investment Office LP | 0.50% | No change | 3,860 | $2.0M |
| Sage Mountain Advisors LLC | 0.21% | Reduce -3.5% | 3,852 | $2.0M |
| PGIM Custom Harvest LLC | 0.05% | Add +44.0% | 3,838 | $2.0M |
| Wells Financial Advisors INC | 1.37% | Add +1.2% | 3,837 | $2.0M |
| Moneywise, Inc. | 1.10% | Add +1.5% | 3,835 | $2.0M |
| Plancorp, LLC | 0.09% | Add +5.2% | 3,834 | $2.0M |
| 1ST Source Bank | 0.12% | Add +40.2% | 3,826 | $2.0M |
| Patten & Patten Inc. | 0.14% | Reduce -0.6% | 3,824 | $2.0M |
| Inspire Advisors, LLC | 0.28% | Add +51.3% | 3,810 | $2.0M |
| Donor Advised Charitable Giving, Inc. | 0.06% | Reduce -3.4% | 3,801 | $2.0M |
| Beacon Capital Management, LLC | 0.41% | Reduce -2.9% | 3,795 | $2.0M |
| Roman Butler Fullerton & Co. | 0.75% | Reduce -1.1% | 3,962 | $2.0M |
| CNB Bank | 0.97% | Add +5.2% | 3,783 | $2.0M |
| Peak Financial Management, Inc. | 0.63% | Reduce -5.2% | 3,776 | $2.0M |
| Cohen Capital Management, Inc. | 0.35% | Reduce -25.0% | 3,775 | $2.0M |
| tru Independence LLC | 0.58% | Reduce -3.1% | 3,774 | $2.0M |
| Headinvest, LLC | 0.39% | Reduce -0.7% | 3,768 | $2.0M |
| Firestone Capital Management | 0.55% | Add +2.9% | 3,766 | $2.0M |
| Delta Financial Group, Inc. | 0.58% | Add +6.2% | 3,747 | $2.0M |
| Sunflower Bank, N.A. | 0.44% | Reduce -0.6% | 3,734 | $2.0M |
| Versant Capital Management, Inc | 0.56% | Add +2.6% | 3,732 | $2.0M |
| Naviter Wealth, LLC | 0.32% | Reduce -4.4% | 3,716 | $2.0M |
| ORBA Wealth Advisors, L.L.C. | 1.08% | Reduce -0.2% | 3,710 | $2.0M |
| Builder Investment Group Inc. | 0.57% | No change | 3,710 | $2.0M |
| Intrust Bank NA | 0.21% | Reduce -3.1% | 3,710 | $2.0M |
| Pacifica Partners Inc. | 0.86% | Reduce -15.6% | 3,732 | $1.9M |
| Lazard Freres Gestion S.A.S. | 0.05% | Reduce -6.0% | 3,700 | $1.9M |
| Institute for Wealth Management, LLC. | 0.25% | Add +0.5% | 3,692 | $1.9M |
| Weatherly Asset Management L. P. | 0.19% | No change | 3,691 | $1.9M |
| Elevated Capital Advisors, LLC | 0.56% | Reduce -1.9% | 3,685 | $1.9M |
| Hilltop Holdings Inc. | 0.22% | Add +4.3% | 3,683 | $1.9M |
| Warren Street Wealth Advisors, LLC | 0.96% | Reduce -1.6% | 3,678 | $1.9M |
| Garden State Investment Advisory Services LLC | 0.71% | Add +7.3% | 3,668 | $1.9M |
| Opus Capital Group, LLC | 0.28% | Reduce -13.1% | 3,664 | $1.9M |
| Willow Creek Wealth Management Inc. | 0.23% | Reduce -4.8% | 3,661 | $1.9M |
| Granite FO LLC | 1.13% | No change | 3,413 | $1.9M |
| Regent Peak Wealth Advisors LLC | 0.49% | Add +6.2% | 3,644 | $1.9M |
| Breed's Hill Capital LLC | 1.76% | No change | 3,640 | $1.9M |
| Heron Bay Capital Management | 0.41% | No change | 3,636 | $1.9M |
| BTG Pactual Global Asset Management Ltd | 0.61% | New | 4,211 | $1.9M |
| Founders Financial Alliance, LLC | 0.57% | Add +35.4% | 3,632 | $1.9M |
| First American Trust, FSB | 0.20% | Add +90.4% | 3,618 | $1.9M |
| Arista Wealth Management, LLC | 1.45% | Reduce -41.1% | 3,604 | $1.9M |
| Disciplined Investments, LLC | 1.03% | Add +3.8% | 3,599 | $1.9M |
| Farmers Trust Co. | 0.38% | No change | 3,599 | $1.9M |
| Live Oak Private Wealth LLC | 0.33% | Reduce -0.7% | 3,578 | $1.9M |
| Operose Advisors LLC | 0.63% | Reduce -3.7% | 3,571 | $1.9M |
| Sentinel Pension Advisors, LLC | 0.40% | Add +0.1% | 3,560 | $1.9M |
| Formidable Asset Management, LLC | 0.30% | Reduce -1.2% | 3,539 | $1.9M |
| Aviance Capital Partners, LLC | 0.28% | Add +7.8% | 3,531 | $1.9M |
| HHM Wealth Advisors, LLC | 0.30% | Add +19.1% | 3,523 | $1.9M |
| Painted Porch Advisors LLC | 1.13% | Add +21.3% | 3,521 | $1.9M |
| PBMares Wealth Management LLC | 0.48% | Reduce -24.7% | 3,519 | $1.8M |
| Acorn Financial Advisory Services Inc. | 0.35% | Reduce -11.7% | 3,516 | $1.8M |
| Tompkins Financial Corp. | 0.21% | Add +0.7% | 3,512 | $1.8M |
| Essex Bank | 0.54% | No change | 3,861 | $1.8M |
| Cullen/Frost Bankers, Inc. | 0.03% | Reduce -20.9% | 3,508 | $1.8M |
| TrueWealth Advisors, LLC | 0.71% | Reduce -25.3% | 3,477 | $1.8M |
| Hoylecohen, LLC | 0.14% | Add +7.5% | 3,476 | $1.8M |
| Vise Technologies, Inc. | 0.36% | Reduce -8.8% | 3,462 | $1.8M |
| Greenwich Wealth Management LLC | 0.14% | Add +9.1% | 3,460 | $1.8M |
| Gilliland Jeter Wealth Management LLC | 0.63% | Add +37.9% | 3,459 | $1.8M |
| Meyer Handelman Co. | 0.06% | New | 3,446 | $1.8M |
| NTV Asset Management LLC | 0.28% | Add +0.0% | 3,438 | $1.8M |
| Vista Capital Partners, Inc. | 0.23% | No change | 3,424 | $1.8M |
| ML & R Wealth Management LLC | 0.41% | Reduce -26.6% | 3,421 | $1.8M |
| TCV Trust & Wealth Management, Inc. | 0.17% | Add +9.3% | 3,414 | $1.8M |
| St Germain D J Co. Inc. | 0.09% | Add +2.2% | 3,402 | $1.8M |
| Blodgett Wealth Advisors, LLC | 1.62% | Add +3.0% | 3,398 | $1.8M |
| ERn Financial, LLC | 0.31% | Reduce -2.8% | 3,394 | $1.8M |
| Kornitzer Capital Management Inc. | 0.03% | Add +2.8% | 3,392 | $1.8M |
| Platte River Wealth Advisors, LLC | 0.51% | No change | 3,386 | $1.8M |
| Everpar Advisors LLC | 1.08% | Add +372.9% | 3,381 | $1.8M |
| Werba Rubin Papier Wealth Management | 0.52% | Reduce -9.6% | 3,379 | $1.8M |
| ARS Investment Partners, LLC | 0.18% | No change | 3,375 | $1.8M |
| Sound View Wealth Advisors Group, LLC | 0.19% | Reduce -3.3% | 3,372 | $1.8M |
| Benchmark Financial Wealth Advisors, LLC | 0.68% | Add +3.5% | 3,369 | $1.8M |
| Truvestments Capital LLC | 0.68% | Reduce -7.8% | 3,369 | $1.8M |
| Narus Financial Partners, LLC | 0.75% | Add +9.5% | 3,363 | $1.8M |
| Burney Co./ | 0.07% | Add +1.9% | 3,346 | $1.8M |
| First PREMIER Bank | 0.47% | Add +32.3% | 3,346 | $1.8M |
| Key Financial Inc | 0.45% | Reduce -3.5% | 3,337 | $1.8M |
| Howland Capital Management LLC | 0.08% | Add +134.6% | 3,334 | $1.8M |
| American National Bank & Trust Co. | 0.41% | — | 3,334 | $1.8M |
| Zullo Investment Group, Inc. | 0.82% | Reduce -0.2% | 3,321 | $1.7M |
| Iowa State Bank | 0.39% | Reduce -1.0% | 3,320 | $1.7M |
| Connable Office Inc. | 0.20% | Reduce -22.6% | 3,320 | $1.7M |
| Inspirion Wealth Advisors, LLC | 0.29% | Add +0.0% | 3,309 | $1.7M |
| Weik Capital Management | 0.74% | Add +2.2% | 3,300 | $1.7M |
| Trust Co. of Toledo NA | 0.27% | No change | 3,296 | $1.7M |
| Unionview, LLC | 1.43% | Add +0.6% | 3,293 | $1.7M |
| Veracity Capital LLC | 0.67% | Reduce -21.3% | 3,289 | $1.7M |
| Client 1ST Advisory Group, LLC | 0.77% | Reduce -4.8% | 3,276 | $1.7M |
| Central Bank & Trust Co. | 0.24% | Add +0.3% | 3,270 | $1.7M |
| McClarren Financial Advisors, Inc. | 1.23% | Reduce -0.4% | 3,263 | $1.7M |
| Saxon Interests, Inc. | 0.82% | No change | 3,255 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.21% | Add +34.0% | 3,255 | $1.7M |
| Brookmont Capital Management | 0.90% | Reduce -26.3% | 3,248 | $1.7M |
| PCG Wealth Advisors, LLC | 0.81% | Reduce -10.9% | 3,248 | $1.7M |
| InTrack Investment Management Inc | 1.26% | Add +4.1% | 3,238 | $1.7M |
| Rockbridge Investment Management, LCC | 0.25% | Add +0.2% | 3,238 | $1.7M |
| Cannon Financial Strategists, Inc. | 0.33% | No change | 3,236 | $1.7M |
| First Merchants Corp. | 0.13% | Add +11.9% | 3,226 | $1.7M |
| STAR Financial Bank | 1.45% | No change | 3,220 | $1.7M |
| Values Added Financial LLC | 1.31% | No change | 3,206 | $1.7M |
| Two Sigma Securities, LLC | 0.08% | Add +357.1% | 3,200 | $1.7M |
| Brandywine Oak Private Wealth LLC | 0.18% | Add +8.8% | 3,199 | $1.7M |
| Round Rock Advisors LLC | 0.40% | Add +3.4% | 3,194 | $1.7M |
| Financial Network Wealth Advisors LLC | 1.66% | Add +7.7% | 3,191 | $1.7M |
| Idaho Trust Co | 1.61% | Reduce -55.0% | 3,167 | $1.7M |
| Fingerlakes Wealth Management, Inc. | 1.61% | Add +0.0% | 3,167 | $1.7M |
| Councilor Wealth, LLC | 0.83% | Reduce -7.1% | 3,144 | $1.7M |
| Arq Wealth Advisors, LLC | 0.72% | Reduce -0.3% | 3,140 | $1.7M |
| Atlantic Private Wealth, LLC | 1.37% | Reduce -0.5% | 3,127 | $1.6M |
| Palisade Capital Management, LP | 0.05% | Add +10.1% | 3,126 | $1.6M |
| Kelman-Lazarov, Inc. | 0.32% | Add +9.5% | 3,120 | $1.6M |
| Ehrlich Financial Group | 1.38% | Reduce -61.3% | 3,119 | $1.6M |
| Roble, Belko & Company, Inc | 0.28% | Add +0.2% | 3,107 | $1.6M |
| Hyman Charles D | 0.09% | Add +0.1% | 3,108 | $1.6M |
| Woodard & Co. Asset Management Group Inc. | 0.44% | Reduce -2.3% | 3,107 | $1.6M |
| My Personal CFO, LLC | 0.94% | Reduce -1.1% | 3,098 | $1.6M |
| Mayfair Advisory Group, LLC | 1.18% | Add +330.1% | 3,097 | $1.6M |
| Lifeworks Advisors, LLC | 0.46% | New | 3,096 | $1.6M |
| Blue Fin Capital, Inc. | 0.36% | Add +3.8% | 3,080 | $1.6M |
| McRae Capital Management Inc. | 0.35% | Reduce -0.9% | 3,079 | $1.6M |
| Counterweight Ventures, LLC | 1.30% | Add +318.3% | 3,070 | $1.6M |
| Keb Asset Management, LLC | 0.55% | No change | 3,062 | $1.6M |
| Kolinsky Wealth Management, LLC | 1.23% | Add +78.8% | 3,050 | $1.6M |
| Renasant Bank | 1.14% | Reduce -0.2% | 3,050 | $1.6M |
| Embree Financial Group | 0.31% | Add +26.6% | 3,043 | $1.6M |
| Sweet Financial Partners, LLC | 0.37% | Add +0.3% | 3,042 | $1.6M |
| Sugarloaf Wealth Management, LLC | 0.33% | Add +18.1% | 3,040 | $1.6M |
| Fulcrum Equity Management | 1.88% | Reduce -4.8% | 3,036 | $1.6M |
| Family Asset Management, LLC | 1.00% | Reduce -0.1% | 3,036 | $1.6M |
| Canopy Partners, LLC | 0.78% | Reduce -35.5% | 3,026 | $1.6M |
| Forbes J M & Co. LLP | 0.17% | Add +14.0% | 3,020 | $1.6M |
| Tanglewood Legacy Advisors, LLC | 0.78% | Add +31.8% | 3,017 | $1.6M |
| Sebold Capital Management, Inc. | 1.07% | Reduce -1.0% | 3,009 | $1.6M |
| MKT Advisors LLC | 0.87% | Reduce -13.2% | 3,059 | $1.6M |
| Scott Capital Advisors, LLC | 0.48% | Add +0.3% | 3,027 | $1.6M |
| Arbor Wealth Advisors LLC | 1.49% | Add +0.3% | 2,999 | $1.6M |
| Riversedge Advisors, LLC | 0.39% | Reduce -0.7% | 2,993 | $1.6M |
| Forza Wealth Management, LLC | 0.82% | Reduce -4.5% | 2,990 | $1.6M |
| KFG Wealth Management, LLC | 0.65% | Add +601.2% | 2,987 | $1.6M |
| Parthenon LLC | 0.20% | Reduce -4.0% | 2,974 | $1.6M |
| Griffin Asset Management, Inc. | 0.19% | Add +1.6% | 2,970 | $1.6M |
| Johnson & White Wealth Management, LLC | 1.13% | Add +11.5% | 2,957 | $1.6M |
| GW Henssler & Associates Ltd. | 0.09% | Reduce -4.2% | 2,955 | $1.6M |
| Capital Advisors Inc. | 0.03% | Add +32.5% | 2,953 | $1.6M |
| Private Capital Management LLC | 0.34% | Add +18.1% | 2,945 | $1.5M |
| GEM Asset Management, LLC | 1.04% | Add +4.5% | 3,077 | $1.5M |
| Somerville Kurt F | 0.26% | Reduce -26.8% | 2,941 | $1.5M |
| Advisor OS, LLC | 0.18% | Reduce -1.5% | 2,940 | $1.5M |
| Philadelphia Trust Co. | 0.12% | No change | 2,938 | $1.5M |
| Strategic Investment Advisors / MI | 0.20% | Reduce -28.4% | 2,934 | $1.5M |
| Northwest Wealth Management, LLC | 0.42% | Reduce -5.9% | 2,934 | $1.5M |
| Foster Dykema Cabot & Partners, LLC | 0.14% | Reduce -30.2% | 2,931 | $1.5M |
| EFG Asset Management (Americas) Corp. | 0.47% | Reduce -71.1% | 2,929 | $1.5M |
| MMBG Investment Advisors Co. | 0.16% | No change | 2,924 | $1.5M |
| Kaydan Wealth Management, Inc. | 0.52% | Add +15.2% | 2,918 | $1.5M |
| Advance Capital Management, Inc. | 0.11% | Reduce -4.2% | 2,917 | $1.5M |
| Schechter Investment Advisors, LLC | 0.11% | Reduce -15.0% | 2,914 | $1.5M |
| Savvy Advisors, Inc. | 0.88% | New | 2,910 | $1.5M |
| Ervin Investment Management, LLC | 1.07% | Reduce -0.4% | 2,907 | $1.5M |
| Indiana Trust & Investment Management Co | 0.62% | Reduce -2.0% | 2,907 | $1.5M |
| Briaud Financial Planning Inc | 0.87% | New | 2,900 | $1.5M |
| Marble Harbor Investment Counsel, LLC | 0.17% | Add +4.1% | 2,882 | $1.5M |
| HFG Advisors, Inc. | 1.34% | Add +4.8% | 2,881 | $1.5M |
| CWA Asset Management Group, LLC | 0.09% | Reduce -60.5% | 2,861 | $1.5M |
| Gratus Capital, LLC | 0.07% | Reduce -25.8% | 2,857 | $1.5M |
| Cora Capital Advisors LLC | 0.80% | No change | 2,848 | $1.5M |
| Heritage Financial Services, LLC | 0.22% | Add +9.6% | 2,842 | $1.5M |
| Executive Wealth Management, LLC | 0.13% | Reduce -8.2% | 2,844 | $1.5M |
| Crew Capital Management, Ltd | 1.21% | Add +4.0% | 2,835 | $1.5M |
| Mengis Capital Management, Inc. | 0.23% | Add +0.1% | 2,830 | $1.5M |
| Faithward Advisors, LLC | 0.27% | Add +2.3% | 2,825 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.28% | Reduce -0.9% | 2,825 | $1.5M |
| Archer Investment Corp | 0.45% | Reduce -0.8% | 2,819 | $1.5M |
| Schrum Private Wealth Management LLC | 1.34% | Add +210.3% | 2,814 | $1.5M |
| Parkside Advisors LLC | 0.38% | Add +3.9% | 2,801 | $1.5M |
| North Star Asset Management Inc. | 0.07% | Add +1.2% | 2,800 | $1.5M |
| PFG Investments, LLC | 0.09% | Add +124.8% | 2,792 | $1.5M |
| Everett Harris & Co. | 0.02% | Add +7.3% | 2,789 | $1.5M |
| Etesian Wealth Advisors, Inc. | 0.84% | Reduce -5.5% | 2,783 | $1.5M |
| Patron Partners, LLC | 0.89% | Reduce -11.4% | 2,770 | $1.5M |
| Vista Finance, LLC | 3.63% | Reduce -0.5% | 2,756 | $1.4M |
| Smart Portfolios, LLC | 1.52% | Add +0.3% | 2,744 | $1.4M |
| Signature Wealth Management Partners, LLC | 1.17% | Reduce -5.4% | 2,741 | $1.4M |
| Bordeaux Wealth Advisors LLC | 0.48% | Reduce -7.9% | 2,734 | $1.4M |
| Herold Advisors, Inc. | 0.35% | Reduce -17.2% | 2,733 | $1.4M |
| Woodmont Investment Counsel LLC | 0.12% | Add +19.0% | 2,732 | $1.4M |
| LaSalle St. Investment Advisors, LLC | 0.81% | Add +431.2% | 2,778 | $1.4M |
| Bogart Wealth, LLC | 0.07% | Add +40.5% | 2,728 | $1.4M |
| Maple Capital Management, Inc. | 0.13% | Add +20.4% | 2,720 | $1.4M |
| Balanced Wealth Group LLC | 0.64% | Add +10.7% | 2,735 | $1.4M |
| LCNB Corp. | 0.52% | Add +28.3% | 2,719 | $1.4M |
| Allegheny Financial Group | 0.44% | Reduce -15.8% | 2,719 | $1.4M |
| Clarity Wealth Advisors, LLC | 0.48% | Reduce -0.1% | 2,717 | $1.4M |
| Sandhill Capital Partners LLC | 0.11% | Reduce -2.8% | 2,709 | $1.4M |
| Cornerstone Planning Group LLC | 0.44% | Reduce -40.6% | 2,765 | $1.4M |
| World Investment Advisors | 0.20% | Reduce -89.0% | 2,662 | $1.4M |
| O'Dell Group, LLC | 0.35% | Add +22.4% | 2,700 | $1.4M |
| Capital Square, LLC | 1.00% | New | 2,698 | $1.4M |
| Corrado Advisors, LLC | 0.93% | New | 2,693 | $1.4M |
| Almanack Investment Partners, LLC. | 0.24% | Add +7.8% | 2,691 | $1.4M |
| Lakewood Asset Management LLC | 0.96% | Add +3.3% | 2,690 | $1.4M |
| Accel Wealth Management | 0.60% | No change | 2,684 | $1.4M |
| Van Leeuwen & Company, LLC | 0.71% | Reduce -4.0% | 2,679 | $1.4M |
| Rodgers & Associates, LTD | 0.18% | Reduce -4.6% | 2,679 | $1.4M |
| Ballast Advisors LLC | 0.47% | Reduce -2.5% | 2,676 | $1.4M |
| Grandfield & Dodd, LLC | 0.09% | Reduce -1.8% | 2,674 | $1.4M |
| Clark Asset Management, LLC | 0.43% | Add +5.7% | 2,672 | $1.4M |
| Arbor Investment Advisors, LLC | 0.20% | Reduce -2.7% | 2,664 | $1.4M |
| Financial Advisors, LLC | 0.29% | Add +12.2% | 2,654 | $1.4M |
| Fort Pitt Capital Group, LLC | 0.04% | Reduce -88.2% | 2,652 | $1.4M |
| Bank Ozk | 0.62% | Add +3.2% | 2,646 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.23% | Add +1.8% | 2,640 | $1.4M |
| Keel Point, LLC | 0.14% | Add +37.9% | 2,636 | $1.4M |
| 180 Wealth Advisors, LLC | 0.25% | Add +6.5% | 2,636 | $1.4M |
| Boston Trust Walden Corp | 0.01% | No change | 2,631 | $1.4M |
| KG Capital Management | 0.55% | Add +0.2% | 2,628 | $1.4M |
| Monetary Management Group Inc. | 0.38% | No change | 2,625 | $1.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.15% | Reduce -0.1% | 2,625 | $1.4M |
| Randolph Co Inc | 0.17% | Reduce -9.3% | 2,622 | $1.4M |
| Fonville Wealth Management LLC | 0.61% | Add +5.1% | 2,620 | $1.4M |
| Horan Capital Advisors, LLC. | 0.49% | Reduce -4.2% | 2,619 | $1.4M |
| Birchcreek Wealth Management, LLC | 0.72% | Add +5.4% | 2,617 | $1.4M |
| McGuire Investment Group, LLC | 0.20% | Add +11.3% | 2,611 | $1.4M |
| Arax Advisory Partners | 0.14% | Reduce -3.4% | 2,605 | $1.4M |
| Carl P. Sherr & Co., LLC | 0.77% | Reduce -1.8% | 2,602 | $1.4M |
| F/m Investments LLC | 0.93% | Add +0.3% | 2,797 | $1.4M |
| Criterion Capital Advisors, LLC | 0.91% | Reduce -0.1% | 2,599 | $1.4M |
| Camden National Bank | 0.24% | Add +1.0% | 2,592 | $1.4M |
| Soundmark Wealth Management, LLC | 0.60% | Reduce -10.8% | 2,589 | $1.4M |
| Family Wealth Partners, LLC | 0.77% | Reduce -0.3% | 2,581 | $1.4M |
| Capital Asset Advisory Services LLC | 0.08% | Add +14.4% | 2,603 | $1.4M |
| Archford Capital Strategies, LLC | 0.23% | No change | 2,576 | $1.4M |
| Prentiss Smith & Co. Inc. | 0.95% | Reduce -20.6% | 2,567 | $1.3M |
| DDD Partners, LLC | 0.16% | No change | 2,565 | $1.3M |
| Brown Financial Advisory | 1.05% | No change | 2,559 | $1.3M |
| Redwood Investment Management, LLC | 0.13% | Reduce -64.9% | 2,554 | $1.3M |
| Range Financial Group LLC | 0.70% | Add +10.7% | 2,549 | $1.3M |
| Princeton Capital Management LLC | 0.48% | Reduce -81.1% | 2,539 | $1.3M |
| MJP Associates Inc. | 0.29% | Add +3.5% | 2,534 | $1.3M |
| Towneley Capital Management, Inc / DE | 0.33% | Add +0.2% | 2,523 | $1.3M |
| GW&K Investment Management, LLC | 0.01% | Add +19.5% | 2,522 | $1.3M |
| Excalibur Management Corp. | 0.56% | No change | 2,520 | $1.3M |
| True Wealth Design, LLC | 0.33% | Reduce -4.4% | 2,513 | $1.3M |
| Greenspring Advisors, LLC | 0.33% | No change | 2,513 | $1.3M |
| Prepared Retirement Institute LLC | 0.98% | No change | 2,497 | $1.3M |
| E&G Advisors, LLC | 0.41% | Reduce -3.9% | 2,496 | $1.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.32% | Reduce -20.1% | 2,493 | $1.3M |
| Berger Financial Group, Inc | 0.11% | Add +6.0% | 2,492 | $1.3M |
| Oak Harvest Investment Services | 0.22% | Add +0.2% | 2,490 | $1.3M |
| REDW Wealth LLC | 0.35% | Reduce -22.3% | 2,488 | $1.3M |
| Austin Asset Management Co Inc | 0.29% | Add +1.0% | 2,480 | $1.3M |
| Mechanics Bank Trust Department | 0.19% | No change | 2,480 | $1.3M |
| Kowal Investment Group, LLC | 0.28% | Reduce -10.3% | 2,479 | $1.3M |
| Security Financial Services, INC. | 0.29% | Add +52.9% | 2,473 | $1.3M |
| Torque Asset Management LLC | 0.68% | New | 2,466 | $1.3M |
| Goldstein Advisors, LLC | 0.22% | Add +1.3% | 2,465 | $1.3M |
| Benin Management CORP | 0.41% | Add +0.1% | 2,459 | $1.3M |
| Newton One Investments LLC | 0.57% | Add +0.2% | 2,451 | $1.3M |
| SkyOak Wealth, LLC | 0.31% | Add +14.2% | 2,448 | $1.3M |
| Destiny Wealth Partners, LLC | 0.23% | Reduce -57.3% | 2,448 | $1.3M |
| XR Securities LLC | 0.37% | New | 2,440 | $1.3M |
| Jacobi Capital Management LLC | 0.12% | Add +4.6% | 2,435 | $1.3M |
| Garde Capital, Inc. | 0.09% | Add +12.7% | 2,435 | $1.3M |
| Householder Group Estate & Retirement Specialist, LLC | 0.38% | Reduce -1.2% | 2,429 | $1.3M |
| Everhart Financial Group, Inc. | 0.37% | Reduce -17.0% | 2,426 | $1.3M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.31% | Add +2.1% | 2,425 | $1.3M |
| Ted Buchan & Co | 0.78% | Add +326.2% | 2,421 | $1.3M |
| Clarius Group, LLC | 0.09% | Reduce -14.6% | 2,415 | $1.3M |
| S&T Bank | 0.24% | No change | 2,414 | $1.3M |
| MADDEN SECURITIES Corp | 0.58% | New | 2,405 | $1.3M |
| Great Lakes Retirement, Inc. | 0.19% | Reduce -31.6% | 2,404 | $1.3M |
| Athena Investment Management | 0.76% | No change | 2,394 | $1.3M |
| Highline Wealth Partners LLC | 0.51% | Add +1.0% | 2,388 | $1.3M |
| Rebalance, LLC | 0.10% | Add +1.6% | 2,380 | $1.3M |
| Hyperion Partners, LLC | 0.92% | Add +8.6% | 2,380 | $1.3M |
| Seneca Financial Advisors LLC | 0.67% | Add +0.1% | 2,378 | $1.3M |
| HBC Financial Services, PLLC | 0.85% | No change | 2,479 | $1.2M |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Reduce -8.6% | 2,369 | $1.2M |
| Etfidea, LLC | 0.42% | Add +9.7% | 2,365 | $1.2M |
| Objectivity Squared, LLC | 1.09% | Add +1.6% | 2,398 | $1.2M |
| Eudaimonia Advisors LLC | 0.66% | Add +8.3% | 2,354 | $1.2M |
| Tradition Wealth Management, LLC | 0.13% | Add +32.4% | 2,349 | $1.2M |
| Navalign, LLC | 0.41% | Reduce -27.2% | 2,347 | $1.2M |
| Fiduciary Management Inc. | 0.01% | Reduce -88.2% | 2,340 | $1.2M |
| Wealthquest Corp | 0.13% | Reduce -19.0% | 2,336 | $1.2M |
| Kenora Financial, LLC | 0.52% | Add +4.6% | 2,335 | $1.2M |
| F&V Capital Management, LLC | 0.36% | No change | 2,329 | $1.2M |
| Van Cleef Asset Management,Inc | 0.15% | New | 2,328 | $1.2M |
| Lake Hills Wealth Management, LLC | 1.10% | No change | 2,325 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.16% | No change | 2,323 | $1.2M |
| Washington Trust Advisors, Inc. | 0.11% | Reduce -9.3% | 2,305 | $1.2M |
| Pitti Group Wealth Management, LLC | 1.35% | Reduce -2.0% | 2,327 | $1.2M |
| Clarity Financial LLC | 0.19% | New | 2,300 | $1.2M |
| Seascape Capital Management | 0.45% | Reduce -1.6% | 2,298 | $1.2M |
| Advocacy Wealth Management, LLC | 0.10% | Add +2.8% | 2,277 | $1.2M |
| ProVise Management Group, LLC | 0.10% | Reduce -50.4% | 2,269 | $1.2M |
| SlateStone Wealth, LLC | 0.12% | Add +27.1% | 2,267 | $1.2M |
| Intergy Private Wealth, LLC | 0.49% | Reduce -1.4% | 2,253 | $1.2M |
| Reinhart Partners, Llc. | 0.05% | No change | 2,245 | $1.2M |
| Capstone Wealth Management Group, LLC | 0.84% | Reduce -35.5% | 2,235 | $1.2M |
| Opal Wealth Advisors, LLC | 0.40% | Reduce -17.9% | 2,234 | $1.2M |
| Private Wealth Group, LLC | 0.61% | No change | 2,221 | $1.2M |
| Arthur M. Cohen & Associates, LLC | 0.25% | Reduce -0.3% | 2,215 | $1.2M |
| Braun-Bostich & Associates Inc. | 0.97% | Reduce -21.9% | 2,208 | $1.2M |
| Teamwork Financial Advisors, LLC | 0.18% | Reduce -1.7% | 2,200 | $1.2M |
| Focused Wealth Management, Inc | 0.18% | Add +0.2% | 2,198 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.54% | Reduce -1.4% | 2,197 | $1.2M |
| Eubel Brady & Suttman Asset Management Inc. | 0.16% | Add +180.2% | 2,188 | $1.1M |
| CCG Wealth Management, LLC | 0.69% | Add +13.4% | 2,186 | $1.1M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -17.4% | 2,179 | $1.1M |
| Prosperity Planning, Inc. | 0.55% | Reduce -29.6% | 2,176 | $1.1M |
| RW Investment Management LLC | 0.16% | Add +0.2% | 2,173 | $1.1M |
| Bond & Devick Financial Network, Inc. | 0.62% | Reduce -0.7% | 2,172 | $1.1M |
| Independent Investors Inc. | 0.27% | Add +15.9% | 2,168 | $1.1M |
| Riverbridge Partners LLC | 0.01% | Reduce -84.5% | 2,162 | $1.1M |
| Means Investment Co., Inc. | 0.15% | Add +0.7% | 2,162 | $1.1M |
| Harrell Investment Partners, LLC | 0.34% | Reduce -3.5% | 2,162 | $1.1M |
| Planning Center, Inc. | 0.25% | Reduce -3.4% | 2,160 | $1.1M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.47% | No change | 2,155 | $1.1M |
| Mendel Capital Management LLC | 0.75% | Add +2.4% | 2,148 | $1.1M |
| KLR Investment Advisors, LLC | 0.82% | Reduce -15.2% | 2,247 | $1.1M |
| Christensen, King & Associates Investment Services, Inc. | 0.56% | Reduce -3.5% | 2,142 | $1.1M |
| Wealth Advisory Solutions, LLC | 0.29% | New | 2,141 | $1.1M |
| KPP Advisory Services LLC | 0.31% | New | 2,140 | $1.1M |
| Independence Bank of Kentucky | 0.34% | Add +0.9% | 2,134 | $1.1M |
| Atwood & Palmer Inc. | 0.08% | Reduce -15.6% | 2,122 | $1.1M |
| Stephens Consulting, LLC | 0.34% | Reduce -28.8% | 2,118 | $1.1M |
| LexAurum Advisors, LLC | 0.28% | Reduce -15.6% | 2,113 | $1.1M |
| Matrix Asset Advisors Inc. | 0.13% | Add +0.4% | 2,109 | $1.1M |
| FMB Wealth Management | 0.88% | No change | 2,103 | $1.1M |
| Arrowroot Family Office, LLC | 0.71% | Reduce -4.8% | 2,101 | $1.1M |
| Roberts Wealth Advisors, LLC | 0.41% | New | 2,177 | $1.1M |
| Yarbrough Capital, LLC | 0.05% | No change | 2,098 | $1.1M |
| Biechele Royce Advisors | 0.36% | No change | 2,084 | $1.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.28% | Reduce -3.8% | 2,077 | $1.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.48% | Add +15.8% | 2,102 | $1.1M |
| Texas Yale Capital Corp. | 0.05% | New | 2,061 | $1.1M |
| Southeast Asset Advisors, LLC | 0.13% | Reduce -1.0% | 2,058 | $1.1M |
| Adero Partners, LLC | 0.08% | No change | 2,057 | $1.1M |
| BNP Paribas | 0.05% | — | 2,049 | $1.1M |
| White Lighthouse Investment Management Inc. | 0.22% | Add +2.9% | 2,039 | $1.1M |
| GLOBALT Investments LLC / GA | 0.04% | Add +0.1% | 2,038 | $1.1M |
| Dodds Wealth, LLC | 0.43% | Add +0.7% | 2,035 | $1.1M |
| Epiq Partners, LLC | 0.72% | Add +133.4% | 2,033 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.14% | Add +9.4% | 2,032 | $1.1M |
| Pinion Investment Advisors, LLC | 0.55% | Add +70.3% | 2,020 | $1.1M |
| Addison Advisors LLC | 0.36% | Add +17.2% | 2,017 | $1.1M |
| Rather & Kittrell, Inc. | 0.32% | Reduce -0.1% | 2,012 | $1.1M |
| Vista Investment Management | 0.43% | No change | 2,010 | $1.1M |
| Searle & Co. | 0.27% | Add +8.1% | 2,008 | $1.1M |
| Harvest Investment Services, LLC | 0.42% | Add +5.3% | 2,003 | $1.1M |
| Cozad Asset Management Inc. | 0.11% | Add +34.0% | 1,996 | $1.0M |
| Morton Capital Management LLC | 0.28% | Reduce -4.9% | 1,995 | $1.0M |
| Beck Capital Management, LLC | 0.30% | Add +23.9% | 1,989 | $1.0M |
| Total Wealth Planning, LLC | 0.18% | Add +8.9% | 1,986 | $1.0M |
| Hamilton Capital, LLC | 0.08% | Reduce -6.1% | 1,972 | $1.0M |
| Ardent Capital Management, Inc. | 0.52% | No change | 1,966 | $1.0M |
| Sensible Money, LLC | 0.56% | Add +1.1% | 1,965 | $1.0M |
| LJI Wealth Management, LLC | 0.27% | Add +16.2% | 1,962 | $1.0M |
| Affinity Wealth Management LLC | 0.19% | No change | 1,959 | $1.0M |
| Cortland Associates Inc. | 0.13% | Reduce -29.6% | 1,952 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.85% | Add +0.7% | 1,950 | $1.0M |
| RPg Family Wealth Advisory, LLC | 0.32% | Reduce -3.5% | 1,949 | $1.0M |
| Members Trust Co | 0.03% | Add +92.9% | 1,946 | $1.0M |
| Sightline Wealth Advisors, LLC | 0.67% | Reduce -9.8% | 1,939 | $1.0M |
| Jentner Corp | 0.36% | No change | 1,932 | $1.0M |
| Fort Sheridan Advisors LLC | 0.19% | No change | 1,924 | $1.0M |
| Norden Group LLC | 0.21% | New | 1,924 | $1.0M |
| Bank of Marin | 0.89% | No change | 1,922 | $1.0M |
| SageView Advisory Group, LLC | 0.05% | Reduce -79.4% | 8,075 | $1.0M |
| Colorado Capital Management, Inc. | 0.58% | Reduce -7.0% | 1,914 | $1.0M |
| Bill Few Associates, Inc. | 0.41% | Reduce -4.7% | 1,912 | $1.0M |
| Signature Resources Capital Management, LLC | 0.94% | No change | 2,104 | $1.0M |
| Ballast, Inc. | 0.32% | Add +0.4% | 1,908 | $1.0M |
| Chicago Wealth Management, Inc. | 0.59% | Add +10.7% | 1,905 | $1.0M |
| Creegan & Nassoura Financial Group, LLC | 0.67% | Add +5.8% | 1,904 | $1.0M |
| Marion Wealth Management | 0.30% | Reduce -1.7% | 1,884 | $990K |
| MBL Wealth, LLC | 0.11% | No change | 1,881 | $989K |
| D. Scott Neal, Inc. | 0.65% | Add +0.4% | 1,877 | $987K |
| Geometric Wealth Advisors | 0.23% | Add +89.4% | 1,873 | $985K |
| FSC Wealth Advisors, LLC | 0.69% | Reduce -74.6% | 1,866 | $981K |
| Advisory Alpha, LLC | 0.04% | Add +4.5% | 1,864 | $980K |
| Tiemann Investment Advisors, LLC | 0.44% | Add +4.7% | 1,864 | $980K |
| FreeGulliver LLC | 0.87% | New | 1,861 | $979K |
| German American Bancorp, Inc. | 0.12% | No change | 1,857 | $976K |
| Compton Wealth Advisory Group, LLC | 0.27% | Add +44.1% | 1,855 | $975K |
| Encompass More Asset Management | 0.81% | Add +34.3% | 1,851 | $973K |
| Cannell & Spears LLC | 0.02% | No change | 1,850 | $973K |
| Cabot Wealth Management Inc. | 0.13% | Reduce -9.0% | 1,843 | $969K |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +68.2% | 1,842 | $968K |
| Accretive Wealth Partners, LLC | 0.43% | Add +23.4% | 1,880 | $966K |
| Silicon Valley Capital Partners | 0.14% | Add +0.3% | 1,830 | $962K |
| Better Money Decisions, LLC | 0.76% | Add +53.9% | 1,830 | $962K |
| IronBridge Private Wealth, LLC | 0.40% | Add +65.5% | 1,829 | $961K |
| Northwest Financial Advisors | 1.05% | Reduce -45.1% | 1,827 | $961K |
| Rollins Financial Advisors, LLC | 0.18% | Add +7.1% | 1,826 | $960K |
| Bragg Financial Advisors, Inc | 0.04% | Add +54.9% | 1,821 | $957K |
| TrinityPoint Wealth, LLC | 0.16% | Reduce -0.2% | 1,820 | $957K |
| Summit Investment Advisory Services, LLC | 0.56% | Add +19.0% | 1,815 | $954K |
| Team Hewins, LLC | 0.38% | Reduce -0.3% | 1,809 | $951K |
| Vantage Financial Partners Ltd., Inc. | 0.25% | Add +22.2% | 1,807 | $950K |
| Octavia Wealth Advisors, LLC | 0.14% | Reduce -50.6% | 1,807 | $950K |
| Old Second National Bank of Aurora | 0.25% | No change | 1,804 | $948K |
| Prosperity Wealth Management, Inc. | 0.45% | Add +30.4% | 1,797 | $945K |
| Sara-Bay Financial | 0.42% | Add +8.8% | 1,800 | $945K |
| Voisard Asset Management Group, Inc. | 0.53% | No change | 1,796 | $944K |
| American Investment Services, Inc. | 0.17% | Reduce -1.1% | 1,789 | $940K |
| First Trust Direct Indexing L.P. | 0.07% | Add +81.4% | 1,783 | $937K |
| Alaethes Wealth, LLC | 0.41% | Reduce -21.1% | 1,782 | $937K |
| Smith Salley Wealth Management | 0.07% | Reduce -61.8% | 1,781 | $936K |
| Trinity Wealth Management, LLC | 0.48% | Reduce -9.4% | 1,777 | $934K |
| Sompo Asset Management Co., Ltd. | 0.15% | Reduce -16.7% | 1,776 | $934K |
| Theory Financial LLC | 0.47% | Add +21.9% | 1,771 | $931K |
| Muirfield Wealth Advisors LLC | 0.90% | Add +4.1% | 1,767 | $929K |
| Joule Financial, LLC | 0.38% | Reduce -2.8% | 1,767 | $929K |
| ABLE Financial Group, LLC | 0.36% | Reduce -12.8% | 1,764 | $927K |
| Sage Capital Management, LLC | 0.50% | Add +0.1% | 1,763 | $927K |
| Russell Investments Group, Ltd. | 0.00% | Add +718.1% | 1,759 | $925K |
| Jmac Enterprises LLC | 0.17% | Reduce -0.5% | 1,758 | $924K |
| Citizens Business Bank | 0.19% | No change | 1,750 | $920K |
| Bouchey Financial Group, Ltd. | 0.09% | Reduce -2.2% | 1,739 | $914K |
| Wealth Advisors of Tampa Bay, LLC | 0.43% | Reduce -13.9% | 1,736 | $913K |
| Clarity Capital Partners LLC | 0.59% | Reduce -10.0% | 1,717 | $903K |
| Slow Capital, Inc. | 0.14% | Reduce -23.7% | 1,715 | $902K |
| NewSquare Capital LLC | 0.08% | Add +3.6% | 1,708 | $898K |
| Timber Creek Capital Management LLC | 0.28% | No change | 1,706 | $897K |
| Gerber, LLC | 0.75% | Add +92.4% | 1,701 | $894K |
| Talisman Wealth Advisors LLC | 1.12% | Add +60.1% | 1,695 | $891K |
| W1M Investment Management Ltd | 0.02% | Add +0.6% | 1,695 | $891K |
| Keener Financial Planning LLC | 0.61% | Add +3.9% | 1,688 | $888K |
| Farmers National Bank | 0.26% | Reduce -9.8% | 1,688 | $887K |
| Fortis Capital Advisors, LLC | 0.37% | Add +33.4% | 1,687 | $887K |
| Hummer Financial Advisory Services Inc | 0.73% | Add +4.7% | 1,685 | $886K |
| Cedrus LLC | 0.48% | Add +1.1% | 1,684 | $885K |
| Agate Pass Investment Management, LLC | 0.47% | Reduce -6.0% | 1,683 | $885K |
| Collective Family Office LLC | 0.29% | Reduce -2.7% | 1,671 | $878K |
| N.E.W. Advisory Services LLC | 0.10% | Add +6.8% | 1,664 | $875K |
| Mitchell McLeod Pugh & Williams Inc. | 0.21% | Add +1.5% | 1,664 | $875K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -50.9% | 1,732 | $870K |
| Johnson Bixby & Associates, LLC | 0.15% | No change | 1,643 | $864K |
| Sage Private Wealth Group, LLC | 0.69% | Add +18.0% | 1,639 | $862K |
| RMR Capital Management, LLC | 0.86% | Reduce -4.4% | 1,638 | $861K |
| Relyea Zuckerberg Hanson LLC | 0.15% | Reduce -2.6% | 1,637 | $861K |
| Falcon Wealth Planning | 0.14% | Add +97.7% | 1,635 | $860K |
| Independent Wealth Network Inc. | 0.40% | Add +2.7% | 1,633 | $858K |
| Brooks, Moore & Associates, Inc. | 0.55% | Reduce -13.3% | 1,625 | $854K |
| Aerodigm Wealth, LLC | 0.35% | Reduce -52.1% | 1,625 | $854K |
| Parcion Private Wealth LLC | 0.07% | Add +7.1% | 1,621 | $852K |
| Drake & Associates, LLC | 0.31% | Add +28.2% | 1,613 | $848K |
| Performance Wealth Partners, LLC | 0.04% | Reduce -21.9% | 1,612 | $847K |
| Meritas Wealth Management, LLC | 0.59% | Add +0.3% | 1,612 | $847K |
| Calton & Associates, Inc. | 0.41% | Add +0.3% | 1,606 | $844K |
| Tennessee Valley Asset Management Partners | 0.20% | Reduce -24.1% | 1,605 | $844K |
| Sandbox Financial Partners, LLC | 0.35% | Add +0.7% | 1,604 | $843K |
| Aurora Private Wealth, Inc. | 0.73% | Add +0.1% | 1,606 | $843K |
| Benjamin Edwards Inc. | 0.17% | Add +0.8% | 1,604 | $843K |
| Montz Harcus Wealth Management LLC | 0.57% | Reduce -1.2% | 1,602 | $842K |
| Ceera Investments, LLC | 0.37% | Add +27.8% | 1,594 | $838K |
| Culbertson A N & Co. Inc. | 0.14% | Reduce -3.0% | 1,591 | $836K |
| Walter & Keenan Wealth Management LLC /in/ | 0.27% | Add +14.9% | 1,589 | $836K |
| Altiora Financial Group, LLC | 0.23% | No change | 1,588 | $835K |
| Penney Financial, LLC | 0.61% | Reduce -1.3% | 1,584 | $833K |
| Mason Investment Advisory Services, Inc. | 0.06% | Add +0.3% | 1,583 | $832K |
| Sequent Planning LLC | 0.30% | — | 1,567 | $824K |
| FirstPurpose Wealth LLC | 0.30% | Add +0.9% | 1,594 | $824K |
| MN Wealth Advisors, LLC | 0.51% | Reduce -2.8% | 1,559 | $820K |
| Ceeto Capital Group, LLC | 0.34% | No change | 1,556 | $818K |
| Ramirez Asset Management, Inc. | 0.16% | No change | 1,555 | $818K |
| Andrew Hill Investment Advisors, Inc. | 0.72% | Add +8.1% | 1,554 | $817K |
| First Bank & Trust | 0.17% | Add +8.8% | 1,551 | $815K |
| Front Row Advisors LLC | 0.30% | Add +30.4% | 1,550 | $815K |
| Capital City Trust Co. | 0.23% | No change | 1,544 | $812K |
| Hexagon Capital Partners LLC | 0.18% | Reduce -15.3% | 1,543 | $811K |
| Marks Group Wealth Management, Inc | 0.08% | Reduce -18.3% | 1,542 | $811K |
| Correct Capital Wealth Management | 0.19% | Reduce -31.3% | 1,539 | $809K |
| Worth Asset Management, LLC | 0.49% | Reduce -3.1% | 1,525 | $802K |
| Shakespeare Wealth Management, LLC | 0.23% | No change | 1,524 | $801K |
| Reik & Co., LLC | 0.20% | No change | 1,516 | $797K |
| WealthPlan Investment Management, LLC | 0.12% | Reduce -2.6% | 1,515 | $796K |
| Capital Investment Services of America, Inc. | 0.08% | Reduce -7.5% | 1,513 | $795K |
| WT Wealth Management | 0.28% | Add +0.7% | 1,509 | $793K |
| Union Investments & Development Ltd. | 3.67% | Reduce -99.1% | 770 | $789K |
| American Asset Management Inc. | 1.18% | No change | 1,500 | $789K |
| Blankinship & Foster, LLC | 0.21% | Reduce -6.6% | 1,491 | $784K |
| Foster & Motley Inc. | 0.05% | Add +32.3% | 1,487 | $782K |
| Planned Solutions, Inc. | 0.38% | Add +0.5% | 1,487 | $782K |
| Heritage Wealth Management, Inc./Texas | 0.51% | Add +1.2% | 1,484 | $780K |
| Cape Investment Advisory, Inc. | 0.36% | Reduce -41.2% | 1,483 | $780K |
| Westbourne Investment Advisors, Inc. | 0.29% | Add +0.2% | 1,483 | $779K |
| Navellier & Associates Inc. | 0.10% | No change | 1,480 | $778K |
| Summitry LLC | 0.04% | Add +0.1% | 1,479 | $777K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -20.3% | 1,475 | $775K |
| Insight Wealth Strategies, LLC | 0.11% | Add +5.0% | 1,473 | $774K |
| Klingenstein Fields & Co. LP | 0.03% | Reduce -1.3% | 1,469 | $772K |
| Life Planning Partners, Inc | 0.77% | No change | 1,467 | $771K |
| Frisch Financial Group, Inc. | 0.25% | Reduce -6.6% | 1,458 | $767K |
| Aua Capital Management, LLC | 0.44% | New | 1,454 | $765K |
| Capital Market Strategies LLC | 0.58% | Reduce -7.4% | 1,446 | $760K |
| Seaside Wealth Management, Inc. | 0.32% | Reduce -14.3% | 1,445 | $760K |
| Donaldson Capital Management, LLC | 0.03% | Add +41.3% | 1,443 | $759K |
| Shearwater Capital LLC | 0.56% | Reduce -0.4% | 1,442 | $758K |
| Wade Financial Advisory, Inc | 0.28% | No change | 1,441 | $758K |
| ARS Wealth Advisors Group, LLC | 0.10% | Add +46.4% | 1,441 | $758K |
| BNC Wealth Management, LLC | 0.32% | Add +29.0% | 1,437 | $755K |
| Monograph Wealth Advisors, LLC | 0.11% | No change | 1,437 | $755K |
| Fiduciary Family Office, LLC | 0.30% | Add +17.1% | 1,436 | $755K |
| Independent Family Office, LLC | 0.40% | No change | 1,434 | $754K |
| TrinityBridge Ltd | 0.03% | Add +8.5% | 1,432 | $753K |
| CGN Advisors LLC | 0.10% | Add +18.4% | 1,432 | $753K |
| McLean Asset Management Corp | 0.26% | No change | 1,440 | $752K |
| DDFG, Inc | 0.24% | Add +9.2% | 1,427 | $750K |
| Trivium Point Advisory, LLC | 0.16% | Add +51.3% | 1,425 | $749K |
| Clearview Wealth Advisors LLC | 0.76% | Reduce -13.3% | 1,420 | $747K |
| Carson Advisory Inc. | 0.52% | Add +2.8% | 1,416 | $745K |
| Hudson Capital Management LLC | 0.27% | No change | 1,414 | $743K |
| Chemistry Wealth Management LLC | 0.20% | Reduce -1.3% | 1,413 | $743K |
| Bison Wealth, LLC | 0.12% | Reduce -0.6% | 1,411 | $742K |
| Osborne Partners Capital Management, LLC | 0.05% | Reduce -10.9% | 1,409 | $741K |
| Investment Research & Advisory Group, Inc. | 0.34% | Reduce -11.1% | 1,409 | $741K |
| Main Street Research LLC | 0.05% | Reduce -3.5% | 1,409 | $741K |
| Bennett Selby Investments LP | 0.35% | Add +1.9% | 1,408 | $740K |
| Delta Financial Advisors LLC | 0.29% | Add +0.3% | 1,407 | $740K |
| Midwest Heritage Bank, FSB | 0.39% | Add +0.2% | 1,398 | $735K |
| Gibson Capital, LLC | 0.16% | No change | 1,397 | $735K |
| Empirical Asset Management, LLC | 0.35% | Add +97.2% | 1,394 | $733K |
| Horizons Wealth Management | 0.48% | No change | 1,532 | $732K |
| Regency Capital Management Inc.\DE | 0.47% | Reduce -6.7% | 1,391 | $731K |
| Atlas Private Wealth Advisors | 0.24% | Reduce -48.7% | 1,389 | $731K |
| TruWealth Advisors, LLC | 0.05% | Add +53.0% | 1,388 | $730K |
| Hall Kathryn A. | 0.17% | No change | 1,385 | $728K |
| Upper Left Wealth Management, LLC | 0.67% | Reduce -10.8% | 1,383 | $727K |
| Prism Advisors, Inc. | 0.22% | No change | 1,381 | $726K |
| Slagle Financial, LLC | 0.39% | Reduce -60.8% | 1,380 | $726K |
| Hemenway Trust Co LLC | 0.06% | Add +107.1% | 1,377 | $724K |
| Principle Wealth Partners LLC | 0.06% | Add +2.2% | 1,374 | $722K |
| Financial Futures Ltd Liability Co. | 0.48% | Reduce -3.5% | 1,374 | $722K |
| Ifrah Financial Services, Inc. | 0.20% | Reduce -6.8% | 1,371 | $721K |
| Checchi Capital Advisers, LLC | 0.06% | No change | 1,366 | $718K |
| Arkos Global Advisors | 0.12% | Add +1.5% | 1,363 | $717K |
| Conservest Capital Advisors, Inc. | 0.07% | Add +18.6% | 1,363 | $717K |
| Lazari Capital Management, Inc. | 0.39% | Add +0.2% | 1,361 | $716K |
| Concord Wealth Partners | 0.13% | Add +28.8% | 1,360 | $715K |
| Connectus Wealth, LLC | 0.02% | Reduce -99.0% | 2,051 | $712K |
| Newman Dignan & Sheerar, Inc. | 0.19% | New | 1,349 | $709K |
| Main Street Group, LTD | 0.34% | Reduce -9.6% | 1,345 | $706K |
| Juncture Wealth Strategies, LLC | 0.30% | Reduce -0.7% | 1,343 | $706K |
| Long Run Wealth Advisors, LLC | 0.19% | No change | 1,338 | $703K |
| Realta Investment Advisors | 0.14% | Reduce -2.0% | 1,337 | $703K |
| Legacy Financial Group, Inc. | 0.28% | Add +7.2% | 1,335 | $702K |
| Mayport, LLC | 0.27% | No change | 1,335 | $702K |
| OneAscent Financial Services LLC | 0.08% | Reduce -14.4% | 1,332 | $700K |
| L.M. Kohn & Company | 0.20% | Reduce -5.2% | 1,327 | $698K |
| Great Waters Wealth Management | 0.11% | Reduce -0.2% | 1,323 | $695K |
| Mittelman Wealth Management | 0.47% | — | 1,315 | $691K |
| Chatham Capital Group, Inc. | 0.13% | No change | 1,309 | $688K |
| Beese Fulmer Investment Management, Inc. | 0.06% | Add +94.6% | 1,308 | $688K |
| Tenret Co LLC | 0.48% | No change | 1,307 | $687K |
| Redmond Asset Management, LLC | 0.22% | Reduce -1.8% | 1,303 | $685K |
| Staley Capital Advisers Inc. | 0.03% | Add +12.6% | 1,302 | $685K |
| Cutler Group LLC / CA | 0.34% | New | 1,300 | $683K |
| Apella Capital, LLC | 0.03% | Add +0.8% | 1,308 | $683K |
| Walden Wealth Partners LLC | 0.40% | Add +0.1% | 1,324 | $683K |
| Financial Insights, Inc. | 0.20% | Add +1.2% | 1,292 | $679K |
| Violich Capital Management, Inc. | 0.10% | Add +5.7% | 1,292 | $679K |
| Hall Laurie J Trustee | 0.24% | Reduce -4.4% | 1,287 | $676K |
| Chartwell Investment Partners, LLC | 0.02% | No change | 1,286 | $676K |
| Townsend Asset Management Corp. /NC/ | 0.27% | Reduce -2.5% | 1,281 | $674K |
| Sabal Trust CO | 0.04% | Reduce -32.5% | 1,280 | $673K |
| Eagle Ridge Investment Management | 0.06% | Reduce -2.6% | 1,270 | $668K |
| Pathway Financial Advisors LLC | 0.18% | No change | 1,268 | $666K |
| Bellecapital International Ltd. | 0.15% | Reduce -27.5% | 1,267 | $666K |
| Madden Advisory Services, Inc. | 0.35% | Add +0.1% | 1,260 | $662K |
| Rappaport Reiches Capital Management, LLC | 0.21% | No change | 1,257 | $661K |
| Wealthfront Advisers LLC | 0.00% | Add +2.4% | 1,255 | $660K |
| Altfest L J & Co. Inc. | 0.09% | Add +2.1% | 1,254 | $659K |
| Wimmer Associates 1, LLC | 0.35% | Reduce -2.0% | 1,250 | $657K |
| TruNorth Capital Management, LLC | 0.23% | — | 1,249 | $657K |
| Atlas Capital Advisors Inc. | 0.10% | Add +2.5% | 1,249 | $657K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.13% | Add +10.5% | 1,260 | $656K |
| Avion Wealth | 0.17% | Reduce -5.8% | 1,240 | $652K |
| BCK Partners, Inc. | 0.35% | Reduce -10.7% | 1,239 | $651K |
| Tenon Financial LLC | 0.55% | — | 1,237 | $650K |
| Burton Enright Welch | 0.16% | No change | 1,236 | $650K |
| O'Brien Wealth Partners LLC | 0.15% | No change | 1,233 | $648K |
| Register Financial Advisors LLC | 0.34% | Add +16.2% | 1,228 | $646K |
| Lokken Investment Group LLC | 0.32% | No change | 1,225 | $644K |
| Haverford Financial Services, Inc. | 0.18% | No change | 1,220 | $641K |
| D L Carlson Investment Group Inc. | 0.13% | No change | 1,220 | $641K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +12.0% | 1,219 | $641K |
| Martin & Co. Inc. | 0.16% | No change | 1,217 | $640K |
| Smith & Howard Wealth Management, LLC | 0.20% | Reduce -2.4% | 1,214 | $638K |
| Partners in Financial Planning | 0.14% | No change | 1,214 | $638K |
| Tidemark, LLC | 0.36% | Add +24.1% | 1,214 | $638K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -2.0% | 1,206 | $634K |
| Fenimore Asset Management Inc | 0.01% | No change | 1,200 | $631K |
| Tilson Financial Group, Inc. | 0.34% | Reduce -3.8% | 1,190 | $626K |
| Convergence Financial, LLC | 0.26% | Reduce -1.9% | 1,184 | $622K |
| Milestone Asset Management, LLC | 0.18% | Reduce -7.7% | 1,183 | $622K |
| MayTech Global Investments, LLC | 0.10% | Add +0.1% | 1,182 | $621K |
| Tandem Capital Management Corp. | 0.35% | Add +2.0% | 1,181 | $621K |
| FourThought Financial Partners, LLC | 0.07% | Reduce -3.4% | 1,181 | $621K |
| Impact Partnership Wealth, LLC | 0.24% | Reduce -7.0% | 1,175 | $618K |
| FWG Investments, LLC. | 0.67% | Reduce -4.7% | 1,173 | $616K |
| CPR Investments Inc. | 0.47% | Reduce -7.3% | 1,166 | $613K |
| Marco Investment Management LLC | 0.06% | Add +12.4% | 1,166 | $613K |
| Kickstand Ventures, Llc. | 0.17% | Add +15.9% | 1,165 | $612K |
| Ingalls & Snyder LLC | 0.03% | Reduce -9.3% | 1,165 | $612K |
| Wealthspan Partners, LLC | 0.36% | New | 1,159 | $609K |
| Inscription Capital, LLC | 0.10% | Add +46.3% | 1,159 | $609K |
| Waterfront Wealth Inc. | 0.17% | Reduce -12.5% | 1,193 | $606K |
| Opus Investment Management Inc. | 0.39% | No change | 1,150 | $605K |
| Strategic Financial Planning, Inc. | 0.45% | No change | 1,149 | $604K |
| Americana Partners, LLC | 0.05% | Add +93.3% | 1,148 | $604K |
| FSA Wealth Management LLC | 0.26% | Add +0.1% | 1,147 | $603K |
| Gill Capital Partners, LLC | 0.24% | Reduce -0.3% | 1,192 | $601K |
| Somerset Trust Co | 0.25% | Reduce -0.9% | 1,143 | $601K |
| Key Client Fiduciary Advisors, LLC | 0.32% | Reduce -14.8% | 1,143 | $601K |
| Spinnaker Trust | 0.04% | Add +4.7% | 1,137 | $598K |
| Mountain Pacific Investment Advisers LLC | 0.03% | No change | 1,135 | $597K |
| Congress Asset Management Co. | 0.00% | Reduce -93.3% | 1,134 | $596K |
| CFM Wealth Partners LLC | 0.12% | Add +16.2% | 1,132 | $595K |
| Peachtree Investment Partners, LLC | 0.24% | Add +41.4% | 1,131 | $595K |
| Financial Symmetry Inc | 0.52% | No change | 1,125 | $591K |
| Balboa Wealth Partners | 0.19% | Reduce -1.5% | 1,125 | $591K |
| West Michigan Advisors, LLC | 0.19% | Add +1.3% | 1,124 | $591K |
| Argent Capital Management LLC | 0.02% | Reduce -58.4% | 1,124 | $591K |
| Zuckerman Investment Group, LLC | 0.07% | Add +2.1% | 1,119 | $588K |
| RAM Investment Partners, LLC | 0.18% | Reduce -3.0% | 1,119 | $588K |
| Wealthstar Advisors, LLC | 0.20% | Reduce -41.3% | 1,117 | $587K |
| Shepherd Kaplan Krochuk, LLC | 0.47% | Add +33.0% | 1,115 | $586K |
| Rock Creek Group LLC | 0.07% | Add +55.6% | 1,419 | $583K |
| Summit Global Investments | 0.04% | Reduce -44.4% | 1,108 | $582K |
| St. Louis Trust Co | 0.09% | No change | 1,120 | $582K |
| Plimoth Trust Co. LLC | 0.15% | Add +2.2% | 1,105 | $581K |
| Bensler, LLC | 0.08% | Reduce -19.8% | 1,103 | $580K |
| Future Financial Wealth Managment LLC | 0.45% | No change | 1,102 | $579K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -6.1% | 1,101 | $579K |
| Tsfg, LLC | 0.15% | Reduce -52.1% | 1,100 | $578K |
| Lockerman Financial Group, Inc. | 1.11% | Reduce -38.9% | 1,099 | $578K |
| Sageworth Trust Co of South Dakota | 0.89% | Reduce -38.0% | 1,099 | $578K |
| Provenance Wealth Advisors, LLC | 0.08% | Reduce -11.5% | 1,098 | $577K |
| Activest Wealth Management | 0.28% | Reduce -2.3% | 1,095 | $576K |
| Richardson Capital Management LLC | 0.47% | Add +264.0% | 1,092 | $574K |
| Bath Savings Trust Co | 0.06% | Reduce -3.8% | 1,089 | $573K |
| Tucker Asset Management LLC | 0.13% | Reduce -5.1% | 1,088 | $572K |
| Accurate Wealth Management, LLC | 0.17% | Add +60.0% | 1,149 | $572K |
| Twelve Points Wealth Management LLC | 0.21% | No change | 1,081 | $568K |
| Hanson & Doremus Investment Management | 0.10% | Reduce -4.8% | 1,081 | $568K |
| Compass Wealth Management LLC | 0.14% | No change | 1,079 | $567K |
| Watts Gwilliam & Co., LLC | 0.18% | — | 1,077 | $567K |
| HMS Capital Management, LLC | 0.31% | Reduce -0.9% | 1,076 | $566K |
| First National Bank of Mount Dora, Trust Investment Services | 0.14% | No change | 1,076 | $566K |
| Prosperity Financial Group, Inc. | 0.35% | Add +19.9% | 1,071 | $563K |
| First Community Trust NA | 0.53% | No change | 1,070 | $563K |
| Hofer & Associates. Inc | 0.47% | Reduce -0.2% | 1,070 | $563K |
| Hamilton Point Investment Advisors, LLC | 0.11% | No change | 1,067 | $561K |
| LongView Wealth Management | 0.22% | Add +5.0% | 1,064 | $559K |
| USAdvisors Wealth Management, LLC | 0.21% | Reduce -8.2% | 1,059 | $556K |
| Iams Wealth Management, LLC | 0.34% | Reduce -56.1% | 1,083 | $551K |
| Monte Financial Group, LLC | 0.24% | Add +17.2% | 1,044 | $549K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.16% | Add +1.3% | 1,042 | $548K |
| CPC Advisors, LLC | 0.09% | No change | 1,042 | $548K |
| Seven Mile Advisory | 0.42% | No change | 1,041 | $547K |
| Silver Oak Advisory Group, Inc. | 0.31% | Reduce -0.9% | 1,039 | $547K |
| Buck Wealth Strategies, LLC | 0.19% | Reduce -96.0% | 1,039 | $546K |
| Delta Asset Management LLC | 0.05% | Reduce -0.5% | 1,029 | $541K |
| Epic Trust Investment Advisors, LLC | 0.67% | No change | 1,028 | $540K |
| Center For Asset Management LLC | 0.44% | Reduce -16.7% | 1,028 | $540K |
| United Bank | 0.06% | No change | 1,026 | $539K |
| Center for Financial Planning, Inc. | 0.08% | Add +18.5% | 1,026 | $539K |
| Resolute Wealth Strategies, LLC | 0.33% | Reduce -8.5% | 1,025 | $539K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 1,023 | $538K |
| Aries Wealth Management | 0.17% | Reduce -7.8% | 1,019 | $536K |
| Chilton Investment Co. Inc. | 0.01% | Add +127.5% | 1,019 | $536K |
| James J. Burns & Company, LLC | 0.19% | Reduce -90.3% | 1,026 | $535K |
| Fiduciary Alliance LLC | 0.09% | Reduce -22.9% | 1,015 | $533K |
| Matrix Private Capital Group LLC | 0.36% | No change | 1,012 | $532K |
| City State Bank | 0.23% | No change | 1,011 | $532K |
| United Bank | 0.27% | Add +17.3% | 1,011 | $532K |
| Stonebrook Private Inc. | 0.15% | Add +17.1% | 1,011 | $531K |
| RDA Financial Network | 0.18% | Reduce -8.3% | 1,010 | $531K |
| Safeguard Financial, LLC | 0.17% | Add +50.6% | 1,009 | $530K |
| VCI Wealth Management LLC | 0.36% | Reduce -13.7% | 1,009 | $530K |
| Whitener Capital Management, Inc. | 0.17% | Reduce -23.2% | 1,007 | $529K |
| Radnor Capital Management, LLC | 0.09% | No change | 1,002 | $527K |
| Eastern Bank | 0.02% | No change | 1,000 | $526K |
| Argus Investors' Counsel, Inc. | 0.32% | Add +66.9% | 998 | $525K |
| Gleason Group, Inc. | 0.11% | Add +0.3% | 995 | $523K |
| Stage Harbor Financial, LLC | 0.48% | New | 995 | $523K |
| Up Strategic Wealth Investment Advisors LLC | 0.85% | Add +5.1% | 994 | $523K |
| Fortune Financial Advisors, LLC | 0.33% | Add +61.0% | 992 | $522K |
| Adell Harriman & Carpenter Inc. | 0.04% | New | 988 | $519K |
| West Oak Capital, LLC | 0.22% | No change | 985 | $518K |
| Hunter Associates Investment Management LLC | 0.09% | Reduce -2.5% | 984 | $518K |
| Private Management Group Inc. | 0.02% | Add +85.5% | 985 | $518K |
| Advisors Management Group Inc. | 0.13% | New | 984 | $517K |
| Aberdeen Wealth Management LLC | 0.30% | No change | 976 | $513K |
| Grey Fox Wealth Advisors, LLC | 0.19% | Reduce -7.0% | 976 | $513K |
| First Nebraska Trust Co | 0.05% | No change | 973 | $512K |
| KKM Financial LLC | 0.25% | No change | 972 | $511K |
| Norway Savings Bank | 0.21% | Reduce -20.8% | 971 | $510K |
| Altrius Capital Management Inc | 0.13% | Add +27.9% | 968 | $509K |
| Collaborative Wealth Managment Inc. | 0.25% | Reduce -0.2% | 967 | $508K |
| Mid-American Wealth Advisory Group, Inc. | 0.34% | Reduce -12.6% | 966 | $508K |
| Reynders McVeigh Capital Management, LLC | 0.03% | Reduce -19.6% | 962 | $506K |
| JFG Wealth Management, LLC | 0.14% | Add +76.2% | 962 | $506K |
| Hibernia Wealth Partners, LLC | 0.34% | New | 958 | $504K |
| L. Roy Papp & Associates, LLP | 0.06% | Reduce -11.9% | 958 | $504K |
| Longview Financial Advisors, Inc. | 0.38% | Reduce -0.4% | 956 | $503K |
| Wealthstream Advisors, Inc. | 0.19% | Add +5.2% | 957 | $503K |
| Royal Fund Management, LLC | 0.06% | Add +90.6% | 951 | $500K |
| True North Advisors, LLC | 0.14% | Add +4.0% | 946 | $497K |
| New Harbor Financial Group, LLC | 0.18% | Add +0.1% | 944 | $497K |
| Willner & Heller, LLC | 0.49% | Add +9.9% | 944 | $497K |
| Cambridge Advisors Inc. | 0.12% | No change | 943 | $496K |
| Vectors Research Management, LLC | 0.14% | Reduce -0.2% | 941 | $495K |
| Probity Advisors, Inc. | 0.10% | Reduce -12.9% | 941 | $495K |
| Gibbs Wealth Management | 0.28% | — | 939 | $494K |
| Tanager Wealth Management LLP | 0.08% | No change | 939 | $494K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.95% | Reduce -44.4% | 935 | $492K |
| Next Level Private LLC | 0.22% | Reduce -40.6% | 931 | $490K |
| Beacon Financial Strategies CORP | 0.35% | No change | 925 | $486K |
| Seneca House Advisors | 0.21% | Reduce -0.4% | 922 | $484K |
| Nicollet Investment Management, Inc. | 0.18% | Add +0.9% | 918 | $483K |
| McDonald Partners LLC | 0.13% | Reduce -15.7% | 914 | $480K |
| Sequent Asset Management, LLC | 0.25% | No change | 909 | $478K |
| Richmond Brothers, Inc. | 0.88% | Reduce -1.2% | 908 | $477K |
| Iron Horse Wealth Management, LLC | 0.19% | No change | 905 | $476K |
| Navis Wealth Advisors, LLC | 0.57% | Add +7.2% | 903 | $475K |
| First City Capital Management, Inc. | 0.26% | No change | 902 | $474K |
| Regatta Capital Group, LLC | 0.11% | Reduce -28.9% | 901 | $474K |
| Cravens & Co Advisors, LLC | 0.39% | No change | 900 | $473K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.23% | Add +31.1% | 898 | $472K |
| Core Alternative Capital | 0.08% | New | 894 | $470K |
| Greenfield Savings Bank | 0.25% | No change | 892 | $469K |
| Buckingham Capital Management, Inc. | 0.06% | Reduce -11.1% | 892 | $469K |
| Castle Rock Wealth Management, LLC | 0.13% | Reduce -7.7% | 931 | $468K |
| Financial Strategies Group, Inc. | 0.13% | No change | 896 | $468K |
| Nordwand Advisors, LLC | 0.18% | Add +38.3% | 885 | $465K |
| Family Capital Trust Co | 0.16% | Reduce -7.1% | 884 | $465K |
| CarsonAllaria Wealth Management, Ltd. | 0.29% | Add +82.8% | 883 | $464K |
| Fogel Capital Management, Inc. | 0.27% | Add +64.3% | 899 | $462K |
| MAS Advisors LLC | 0.53% | Reduce -2.2% | 879 | $462K |
| Union Savings Bank | 0.24% | No change | 878 | $462K |
| Covenant Partners, LLC | 0.13% | No change | 875 | $460K |
| Planning Directions Inc. | 0.32% | Add +0.1% | 874 | $460K |
| Kraft Asset Management, LLC | 0.37% | Reduce -23.6% | 872 | $459K |
| Austin Wealth Management, LLC | 0.11% | Reduce -8.6% | 858 | $457K |
| Grant/GrossMendelsohn, LLC | 0.21% | Add +20.0% | 875 | $457K |
| Integral Investment Advisors, Inc. | 0.19% | New | 867 | $456K |
| Wambolt & Associates, LLC | 0.14% | Reduce -12.5% | 865 | $454K |
| Sutton Place Investors LLC | 0.22% | Add +1.4% | 863 | $454K |
| Mountain Capital Investment Advisors Inc. | 0.13% | Reduce -7.4% | 868 | $453K |
| SJS Investment Consulting Inc. | 0.09% | Add +1.9% | 861 | $453K |
| CFO4Life Group, LLC | 0.08% | Add +43.5% | 861 | $453K |
| Taylor Financial Group, Inc. | 0.34% | No change | 858 | $451K |
| Orange Investment Advisors, Inc. | 0.05% | Add +5.9% | 858 | $451K |
| Cornerstone National Bank & Trust Co | 0.23% | No change | 857 | $451K |
| Farrell Financial LLC | 0.37% | Reduce -3.4% | 856 | $450K |
| Lodestone Wealth Management LLC | 0.24% | Reduce -3.2% | 855 | $449K |
| Ignite Planners, LLC | 0.13% | Add +0.1% | 855 | $449K |
| Dash Acquisitions Inc. | 0.14% | Reduce -57.8% | 892 | $449K |
| Finer Wealth Management, Inc. | 0.29% | No change | 853 | $448K |
| Kidder Stephen W | 0.14% | No change | 850 | $447K |
| Inlet Private Wealth, LLC | 0.12% | Reduce -4.8% | 848 | $446K |
| United Advisor Group, LLC | 0.17% | Add +66.7% | 847 | $445K |
| Hill Investment Group Partners, LLC | 0.06% | No change | 846 | $445K |
| Financial Security Advisor, Inc. | 0.16% | Reduce -3.2% | 845 | $444K |
| Pin Oak Investment Advisors Inc. | 0.43% | Add +1.2% | 843 | $443K |
| Lumbard & Kellner, LLC | 0.22% | No change | 842 | $443K |
| Fagan Associates, Inc. | 0.08% | Add +9.8% | 842 | $443K |
| Financial Partners Group, LLC | 0.17% | Add +0.4% | 842 | $443K |
| Abacus Wealth Partners, LLC | 0.07% | Add +45.3% | 840 | $441K |
| Davis Capital Management | 0.39% | Add +6.7% | 839 | $440K |
| WealthTrust Axiom LLC | 0.14% | No change | 837 | $440K |
| OLIO Financial Planning | 0.18% | No change | 918 | $440K |
| Tobias Financial Advisors, Inc. | 0.10% | No change | 834 | $438K |
| Howard Capital Management Group, LLC | 0.03% | Reduce -10.7% | 834 | $438K |
| Redwood Financial Network Corp | 0.38% | Add +3.0% | 833 | $438K |
| JPL Wealth Management, LLC | 0.24% | Add +0.1% | 833 | $438K |
| Rothschild Investment LLC | 0.03% | Reduce -6.1% | 831 | $437K |
| Riverview Trust Co | 0.34% | No change | 830 | $436K |
| Annandale Capital, LLC | 0.10% | New | 829 | $436K |
| Team Financial Group, LLC | 0.29% | Reduce -7.1% | 825 | $434K |
| Retirement Capital Strategies | 0.18% | No change | 824 | $433K |
| Avity Investment Management Inc. | 0.04% | No change | 820 | $431K |
| Capasso Planning Partners LLC | 0.18% | Reduce -5.1% | 820 | $431K |
| Moss Adams Wealth Advisors LLC | 0.07% | Reduce -39.8% | 817 | $430K |
| Guidance Capital, Inc. | 0.16% | Reduce -36.0% | 846 | $429K |
| WorthPointe, LLC | 0.21% | Add +4.6% | 812 | $427K |
| Invenio Wealth Partners LLC | 0.23% | No change | 811 | $426K |
| Meridian Investment Counsel Inc. | 0.14% | No change | 810 | $426K |
| Janus Henderson Group PLC | 0.00% | Add +8.0% | 810 | $426K |
| LVW Advisors, LLC | 0.07% | Reduce -1.9% | 810 | $426K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -24.0% | 809 | $425K |
| RVW Wealth, LLC | 0.04% | No change | 808 | $425K |
| DiNuzzo Private Wealth, Inc. | 0.06% | No change | 807 | $424K |
| Plan Group Financial, LLC | 0.28% | Add +13.5% | 805 | $423K |
| Westshore Wealth, LLC | 0.18% | Add +59.8% | 804 | $423K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Add +166.8% | 803 | $422K |
| Pinnacle Financial Group, LLC / IL | 0.19% | Reduce -18.4% | 803 | $422K |
| Elgethun Capital Management | 0.11% | Reduce -0.1% | 797 | $420K |
| Peninsula Wealth, LLC | 0.08% | Add +0.3% | 788 | $414K |
| Motiv8 Investments LLC | 0.32% | Reduce -20.6% | 788 | $414K |
| West Wealth Group, LLC | 0.15% | Add +4.4% | 786 | $413K |
| Greenline Partners, LLC | 0.07% | Add +3.7% | 786 | $413K |
| Kaizen Financial Strategies | 0.28% | Reduce -21.2% | 786 | $413K |
| Marshall Financial Group, LLC | 0.12% | Reduce -56.1% | 784 | $412K |
| Syntegra Private Wealth Group, LLC | 0.05% | Add +3.0% | 782 | $411K |
| Barr E S & Co. | 0.03% | No change | 781 | $411K |
| Mirador Capital Partners LP | 0.08% | Add +0.3% | 780 | $410K |
| BlackDiamond Wealth Management, LLC | 0.29% | Reduce -1.8% | 779 | $410K |
| Quantum Financial Advisors, LLC | 0.08% | Reduce -5.6% | 779 | $410K |
| Harbour Trust & Investment Management Co | 0.05% | Reduce -0.4% | 776 | $408K |
| Priebe Wealth Holdings LLC | 0.32% | Reduce -36.0% | 776 | $408K |
| Sharp Wealth Advisory, LLC | 0.38% | Add +10.7% | 775 | $407K |
| Barry Investment Advisors, LLC | 0.14% | Add +0.4% | 773 | $406K |
| Warwick Investment Management, Inc. | 0.10% | Reduce -21.3% | 767 | $403K |
| WealthTrust Asset Management, LLC | 0.31% | Add +0.1% | 763 | $401K |
| First National Bank & Trust Co. of Newtown | 0.08% | Add +14.3% | 759 | $399K |
| Prentice Wealth Management LLC | 0.14% | Reduce -8.2% | 758 | $399K |
| Global Assets Advisory, LLC | 0.24% | New | 759 | $398K |
| Core Wealth Partners LLC | 0.30% | Add +0.1% | 755 | $397K |
| Wells Trecaso Financial Group, LLC | 0.14% | Add +11.8% | 755 | $397K |
| Garrett Wealth Advisory Group, LLC | 0.16% | Reduce -3.6% | 754 | $396K |
| Copperwynd Financial, LLC | 0.14% | Add +23.0% | 753 | $396K |
| Buttonwood Financial Advisors Inc. | 0.19% | Reduce -1.2% | 752 | $395K |
| Innealta Capital, LLC | 0.17% | No change | 751 | $395K |
| Wilkins Investment Counsel Inc. | 0.06% | New | 750 | $394K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 750 | $394K |
| RMR Wealth Builders | 0.05% | Add +46.4% | 748 | $393K |
| Palo Alto Wealth Advisors, LLC | 0.28% | Add +0.3% | 747 | $393K |
| Marietta Investment Partners LLC | 0.09% | Reduce -2.6% | 745 | $392K |
| Baxter Bros Inc. | 0.05% | No change | 741 | $390K |
| Bright Futures Wealth Management, LLC. | 0.21% | — | 706 | $388K |
| 17 Capital Partners, LLC | 0.29% | Reduce -48.2% | 738 | $388K |
| Dover Advisors, LLC | 0.27% | New | 738 | $388K |
| Cordgrass Capital Advisors, LLC | 0.12% | No change | 735 | $386K |
| CGC Financial Services, LLC | 0.20% | Add +7.0% | 731 | $384K |
| Burns J W & Co. Inc. | 0.05% | No change | 731 | $384K |
| SS&H Financial Advisors, Inc. | 0.16% | No change | 732 | $384K |
| Columbia Asset Management | 0.08% | No change | 803 | $384K |
| Apriem Advisors | 0.05% | Reduce -47.7% | 729 | $383K |
| Palisade Asset Management, LLC | 0.04% | New | 728 | $383K |
| SFG Wealth Management, LLC. | 0.23% | Add +25.8% | 727 | $382K |
| Matrix Trust Co | 0.09% | Reduce -3.1% | 727 | $382K |
| Northstar Asset Management Inc. | 0.07% | No change | 726 | $382K |
| MilWealth Group LLC | 0.12% | Reduce -11.4% | 725 | $381K |
| Keating Wealth Management LLC | 0.23% | No change | 725 | $381K |
| Revisor Wealth Management LLC | 0.17% | New | 753 | $378K |
| Financial Alternatives, Inc | 0.29% | Add +24.3% | 717 | $377K |
| Coston, McIsaac & Partners | 0.12% | No change | 717 | $376K |
| Fielder Capital Group LLC | 0.17% | New | 711 | $374K |
| TL Private Wealth | 0.18% | Reduce -9.5% | 715 | $373K |
| Basepoint Wealth LLC | 0.28% | Add +17.7% | 706 | $371K |
| Kesler, Norman & Wride, LLC | 0.08% | No change | 705 | $371K |
| XTX Topco Ltd | 0.05% | New | 705 | $371K |
| Ballentine Capital Advisors, Inc | 0.20% | No change | 706 | $371K |
| Novak & Powell Financial Services, Inc. | 0.28% | Add +58.7% | 703 | $370K |
| Quest Investment Management LLC | 0.04% | Add +22.7% | 703 | $370K |
| Petra Financial Advisors Inc. | 0.27% | Add +54.5% | 726 | $369K |
| O'Brien Greene & Co. Inc | 0.12% | No change | 700 | $368K |
| O'ROURKE & COMPANY, Inc | 0.21% | Add +28.9% | 700 | $368K |
| Trinity Financial Advisors LLC | 0.17% | Add +3.3% | 699 | $368K |
| Pointe Capital Management LLC | 0.22% | No change | 698 | $367K |
| Insight Wealth Partners, LLC | 0.24% | No change | 694 | $365K |
| Cypress Point Wealth Management, LLC | 0.19% | New | 694 | $365K |
| David Kennon Inc | 0.16% | Add +24.0% | 693 | $364K |
| Secured Retirement Advisors, LLC | 0.31% | No change | 692 | $364K |
| Guardian Wealth Advisors, LLC | 0.24% | Add +2.4% | 691 | $363K |
| Seelaus Asset Management LLC | 0.37% | No change | 690 | $363K |
| Strategic Family Wealth Counselors, L.L.C. | 0.14% | Add +2.8% | 688 | $361K |
| B & T Capital Management DBA Alpha Capital Management | 0.07% | Reduce -87.2% | 687 | $361K |
| Mitchell Sinkler & Starr | 0.09% | Reduce -57.3% | 686 | $361K |
| NWK Group, Inc. | 0.17% | No change | 685 | $360K |
| Neumann Capital Management, LLC | 0.13% | Reduce -22.6% | 685 | $360K |
| Channel Wealth LLC | 0.14% | Reduce -37.1% | 676 | $355K |
| Hassell Wealth Management, LLC | 0.22% | New | 697 | $354K |
| Samalin Investment Counsel, LLC | 0.17% | Add +23.5% | 673 | $354K |
| Financial Sense Advisors, Inc. | 0.13% | Reduce -57.4% | 672 | $353K |
| Bell Bank | 0.03% | New | 671 | $353K |
| Citizens & Northern Corp. | 0.12% | No change | 669 | $352K |
| J. L. Bainbridge & Co., Inc. | 0.04% | No change | 669 | $352K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 668 | $351K |
| Safeguard Investment Advisory Group, LLC | 0.12% | Reduce -15.7% | 668 | $351K |
| Ellsworth Advisors, LLC | 0.10% | Add +0.3% | 681 | $350K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | Reduce -96.8% | 850 | $349K |
| SMART Wealth LLC | 0.16% | Reduce -17.4% | 661 | $348K |
| Kingdom Financial Group LLC. | 0.24% | Reduce -20.3% | 660 | $347K |
| Park Edge Advisors, LLC | 0.10% | Reduce -18.0% | 660 | $347K |
| Towerpoint Wealth, LLC | 0.17% | New | 658 | $346K |
| Florida Financial Advisors, LLC | 0.25% | Reduce -3.2% | 657 | $346K |
| Am Investment Strategies LLC | 0.09% | No change | 651 | $342K |
| Vaughan David Investments LLC | 0.01% | Reduce -17.1% | 651 | $342K |
| Castleview Partners, LLC | 0.19% | Reduce -0.1% | 650 | $342K |
| Stonehearth Capital Management, LLC | 0.15% | No change | 649 | $341K |
| UNIVEST FINANCIAL Corp | 0.10% | Reduce -2.7% | 648 | $341K |
| KOM Wealth Management Group, LLC | 0.33% | Reduce -12.0% | 646 | $340K |
| Pekin Hardy Strauss, Inc. | 0.05% | No change | 645 | $339K |
| Ewa, LLC | 0.15% | Reduce -4.4% | 647 | $339K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.14% | No change | 635 | $334K |
| Westside Investment Management, Inc. | 0.08% | Add +10.8% | 634 | $333K |
| Synergy Financial Group, LTD | 0.38% | No change | 634 | $333K |
| Nicholas Wealth, LLC. | 0.26% | Reduce -2.5% | 633 | $333K |
| Lauterbach Financial Advisors, LLC | 0.22% | No change | 633 | $333K |
| TriaGen Wealth Management LLC | 0.14% | Add +0.5% | 632 | $332K |
| Cary Street Partners Asset Management LLC | 0.05% | Reduce -8.2% | 629 | $331K |
| FSA Advisors, Inc. | 0.35% | Reduce -5.6% | 628 | $330K |
| Clear Harbor Asset Management, LLC | 0.03% | New | 628 | $330K |
| LifeSteps Financial, Inc. | 0.25% | No change | 627 | $330K |
| RB Capital Management, LLC | 0.09% | New | 626 | $329K |
| Coastal Bridge Advisors, LLC | 0.07% | Add +0.2% | 620 | $326K |
| Afg Fiduciary Services Limited Partnership | 0.24% | No change | 617 | $322K |
| Obsidian Personal Planning Solutions LLC | 0.21% | Reduce -3.6% | 638 | $322K |
| Lewis Asset Management, LLC | 0.26% | New | 611 | $321K |
| Mezzasalma Advisors, LLC | 0.15% | Reduce -33.3% | 608 | $320K |
| Triangle Securities Wealth Management | 0.09% | No change | 606 | $319K |
| Black Swift Group, LLC | 0.08% | Add +0.4% | 687 | $319K |
| Wills Financial Group, Inc. | 0.15% | No change | 605 | $318K |
| Prevail Innovative Wealth Advisors, LLC | 0.12% | New | 605 | $318K |
| GoalVest Advisory LLC | 0.11% | Reduce -9.4% | 605 | $318K |
| Kearns & Associates LLC | 0.25% | No change | 605 | $318K |
| Gsa Capital Partners LLP | 0.03% | New | 604 | $318K |
| Levy Wealth Management Group, LLC | 0.09% | No change | 665 | $318K |
| Beacon Wealthcare LLC | 0.14% | Add +8.7% | 603 | $317K |
| Financial Life Advisors | 0.13% | No change | 602 | $316K |
| Community Bank of Raymore | 0.15% | No change | 600 | $315K |
| Defender Capital, LLC. | 0.11% | New | 600 | $315K |
| Rosenblum Silverman Sutton S F Inc. | 0.09% | No change | 598 | $314K |
| City Holding Co. | 0.05% | Reduce -3.9% | 598 | $314K |
| Rooted Wealth Advisors, Inc. | 0.15% | New | 599 | $312K |
| Harmony Asset Management LLC | 0.13% | New | 590 | $310K |
| Caitlin John, LLC | 0.23% | Reduce -14.4% | 590 | $310K |
| Consolidated Portfolio Review Corp | 0.08% | Reduce -33.7% | 590 | $310K |
| Derbend Asset Management | 0.15% | New | 589 | $310K |
| EWG Elevate Inc. | 0.12% | No change | 587 | $309K |
| Legacy Financial Group LLC | 0.06% | New | 586 | $308K |
| Monument Group Wealth Advisors, LLC | 0.23% | Reduce -3.6% | 584 | $307K |
| Ratio Wealth Group | 0.06% | Reduce -3.6% | 584 | $307K |
| Letson Investment Management, Inc. | 0.13% | No change | 583 | $307K |
| Taurus Asset Management, LLC | 0.03% | Reduce -11.4% | 583 | $307K |
| Cambridge Financial Group, LLC | 0.15% | No change | 583 | $306K |
| Armstrong Henry H Associates Inc. | 0.03% | Add +10.7% | 581 | $305K |
| Bowman & Co S.C. | 0.18% | Reduce -4.9% | 578 | $304K |
| Orcam Financial Group | 0.33% | No change | 575 | $302K |
| Capital Management Associates, Inc | 0.22% | Add +2.7% | 575 | $302K |
| NBW Capital LLC | 0.06% | Reduce -2.4% | 572 | $301K |
| LVM Capital Management Ltd. | 0.04% | No change | 571 | $300K |
| Berkshire Money Management, Inc. | 0.04% | New | 568 | $299K |
| HRC Wealth Management, LLC | 0.22% | New | 568 | $298K |
| Mark Sheptoff Financial Planning, LLC | 0.17% | Add +21.9% | 567 | $298K |
| IMZ Advisory Inc | 0.15% | Add +9.7% | 567 | $298K |
| Eaton-Cambridge Inc. | 0.16% | Add +8.2% | 566 | $298K |
| Hills Bank & Trust Co | 0.03% | Reduce -4.1% | 565 | $297K |
| Root Financial Partners, LLC | 0.09% | Add +0.2% | 565 | $297K |
| D.B. Root & Company, LLC | 0.10% | Add +16.5% | 564 | $297K |
| TFG Advisers LLC | 0.12% | Reduce -2.1% | 564 | $297K |
| Abner Herrman & Brock LLC | 0.04% | Reduce -0.3% | 563 | $296K |
| Byrne Asset Management LLC | 0.24% | New | 563 | $296K |
| GFG Capital, LLC | 0.08% | New | 535 | $295K |
| Gradient Investments LLC | 0.01% | Reduce -70.1% | 560 | $294K |
| Frazier Financial Advisors, LLC | 0.24% | Add +4.7% | 558 | $293K |
| Brio Consultants, LLC | 0.05% | Reduce -10.3% | 557 | $293K |
| Dumont & Blake Investment Advisors LLC | 0.08% | Reduce -4.3% | 557 | $293K |
| Cutter & CO Brokerage, Inc. | 0.07% | Add +0.4% | 556 | $292K |
| Columbia Advisory Partners LLC | 0.30% | Reduce -30.4% | 555 | $292K |
| SP Asset Management LLC | 0.03% | No change | 555 | $292K |
| McCollum Christoferson Group LLC | 0.08% | No change | 555 | $292K |
| Intrepid Capital Management Inc. | 0.19% | Reduce -0.5% | 552 | $290K |
| IMPACTfolio, LLC | 0.18% | New | 552 | $290K |
| Sterling Investment Advisors, Ltd. | 0.08% | New | 550 | $289K |
| Capital Planning Advisors, LLC | 0.05% | No change | 548 | $288K |
| G&S Capital LLC | 0.13% | Reduce -6.0% | 545 | $286K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 544 | $286K |
| Central Valley Advisors, LLC | 0.15% | Add +0.4% | 542 | $284K |
| Shotwell Rutter Baer Inc | 0.58% | Reduce -2.5% | 545 | $284K |
| ShoreHaven Wealth Partners, LLC | 0.16% | Add +1.7% | 539 | $284K |
| Richardson Financial Services Inc. | 0.20% | Add +423.3% | 539 | $283K |
| Hazlett, Burt & Watson, Inc. | 0.17% | Add +105.0% | 535 | $283K |
| Blue Zone Wealth Advisors, LLC | 0.10% | New | 537 | $282K |
| Williams & Novak, LLC | 0.32% | No change | 590 | $282K |
| SignalPoint Asset Management, LLC | 0.08% | No change | 535 | $281K |
| Noble Family Wealth, LLC | 0.08% | No change | 533 | $280K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.12% | Reduce -55.7% | 530 | $279K |
| Piedmont Capital Management, LLC | 0.19% | Add +6.6% | 532 | $278K |
| WealthCare Investment Partners, LLC | 0.13% | Add +0.6% | 528 | $278K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 528 | $278K |
| Xcel Wealth Management, LLC | 0.09% | New | 525 | $276K |
| Riverview Capital Advisers, LLC | 0.09% | No change | 522 | $274K |
| Hiley Hunt Wealth Management | 0.18% | Add +0.4% | 515 | $271K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 525 | $269K |
| HBW Advisory Services LLC | 0.05% | No change | 564 | $269K |
| Clear Point Advisors Inc. | 0.22% | Add +0.4% | 511 | $269K |
| EnRich Financial Partners LLC | 0.10% | Reduce -1.0% | 509 | $268K |
| Hourglass Capital, LLC | 0.08% | New | 509 | $268K |
| Buckhead Capital Management LLC | 0.09% | No change | 509 | $267K |
| Horizon Investment Services, LLC | 0.13% | Reduce -0.4% | 508 | $267K |
| American Money Management, LLC | 0.06% | Add +20.1% | 508 | $267K |
| Victory Financial Group, LLC | 0.16% | New | 508 | $267K |
| Vienna Asset Management LLC | 0.24% | Add +0.4% | 508 | $267K |
| Warther Private Wealth, LLC | 0.12% | New | 507 | $267K |
| Verde Capital Management | 0.09% | Add +7.9% | 505 | $266K |
| Yousif Capital Management, LLC | 0.00% | Reduce -67.0% | 505 | $265K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.16% | Reduce -33.2% | 505 | $265K |
| Walker Financial Services, Inc. | 0.22% | New | 505 | $265K |
| First Pacific Financial | 0.07% | Add +10.5% | 504 | $265K |
| HTG Investment Advisors, Inc. | 0.15% | Reduce -9.7% | 503 | $264K |
| John W. Brooker & Co., CPAs | 0.14% | No change | 503 | $264K |
| Schulhoff & Co. Inc. | 0.12% | No change | 502 | $264K |
| Legacy Bridge, LLC | 0.15% | No change | 500 | $263K |
| Belmont Capital, LLC | 0.07% | New | 500 | $263K |
| Gordian Advisors LLC | 0.24% | New | 499 | $262K |
| Quattro Financial Advisors LLC | 0.07% | New | 498 | $262K |
| Wiser Advisor Group LLC | 0.41% | Add +206.2% | 496 | $261K |
| Ziegler Capital Management, LLC | 0.01% | No change | 496 | $261K |
| High Net Worth Advisory Group LLC | 0.08% | New | 495 | $260K |
| Exchange Bank | 0.21% | No change | 493 | $259K |
| Asset Advisors Investment Management, LLC | 0.03% | Reduce -10.9% | 490 | $258K |
| Constant Guidance Financial LLC | 0.24% | No change | 497 | $257K |
| Independent Solutions Wealth Management, LLC | 0.06% | New | 489 | $257K |
| Ranch Capital Advisors Inc. | 0.14% | Add +0.2% | 488 | $257K |
| Stablepoint Partners, LLC | 0.05% | New | 488 | $257K |
| American Capital Advisory, LLC | 0.22% | No change | 622 | $256K |
| One Plus One Wealth Management, LLC | 0.15% | No change | 486 | $256K |
| Great Diamond Partners, LLC | 0.06% | Reduce -52.3% | 486 | $256K |
| Aspire Wealth Management Corp | 0.15% | Add +36.3% | 484 | $254K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | Add +3.2% | 484 | $254K |
| Alexander Labrunerie & Co., Inc. | 0.14% | — | 482 | $253K |
| Kathmere Capital Management, LLC | 0.03% | No change | 481 | $253K |
| First Fiduciary Investment Counsel, Inc. | 0.05% | Reduce -0.4% | 480 | $252K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -20.7% | 479 | $249K |
| Slocum, Gordon & Co LLP | 0.18% | No change | 474 | $249K |
| Old North State Trust, LLC | 0.21% | — | 474 | $249K |
| Tevis Investment Management | 0.21% | Reduce -7.1% | 473 | $249K |
| HT Partners LLC | 0.09% | No change | 468 | $246K |
| Sloy Dahl & Holst, LLC | 0.06% | Add +1.3% | 468 | $246K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -7.2% | 467 | $246K |
| Benchmark Investment Advisors LLC | 0.19% | Reduce -13.7% | 466 | $245K |
| McDonough Capital Management, Inc | 0.19% | No change | 465 | $244K |
| First National Bank Sioux Falls | 0.13% | Reduce -53.3% | 465 | $244K |
| One Charles Private Wealth Services, LLC | 0.11% | New | 465 | $244K |
| First Wilshire Securities Management Inc. | 0.07% | No change | 464 | $244K |
| Maltin Wealth Management, Inc. | 0.14% | New | 462 | $243K |
| Capital Investment Counsel, Inc | 0.04% | No change | 461 | $242K |
| Landaas & Co. /Wi | 0.08% | New | 460 | $242K |
| Sterling Financial Group, Inc. | 0.11% | Reduce -41.4% | 460 | $242K |
| Shayne & Jacobs, LLC | 0.07% | Reduce -34.8% | 460 | $242K |
| TCWP LLC | 0.64% | Reduce -22.3% | 459 | $241K |
| Peregrine Asset Advisers, Inc. | 0.10% | No change | 458 | $241K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -20.0% | 456 | $240K |
| Meredith Wealth Planning | 0.13% | Reduce -1.7% | 455 | $239K |
| Goodman Financial Corp | 0.05% | Reduce -6.2% | 453 | $238K |
| Financial Planning & Information Services, Inc. | 0.04% | Reduce -4.2% | 453 | $238K |
| Canton Hathaway, LLC | 0.06% | No change | 453 | $238K |
| Oxbow Advisors, LLC | 0.03% | Reduce -18.7% | 452 | $238K |
| Cedar Point Capital Partners, LLC | 0.18% | Add +7.1% | 451 | $237K |
| Ellerson Group Inc. | 0.18% | No change | 450 | $237K |
| Breakwater Investment Management | 0.11% | — | 449 | $236K |
| Matthew Goff Investment Advisor, LLC | 0.05% | New | 449 | $236K |
| SevenBridge Financial Group, LLC | 0.05% | Reduce -5.0% | 459 | $236K |
| Silverlake Wealth Management LLC | 0.12% | Reduce -42.3% | 447 | $235K |
| Terra Nova Asset Management LLC | 0.19% | Reduce -19.6% | 444 | $233K |
| Cairn Investment Group, Inc. | 0.13% | No change | 444 | $233K |
| Duncan Williams Asset Management, LLC | 0.21% | — | 442 | $232K |
| Robinson Smith Wealth Advisors LLC | 0.22% | Reduce -53.1% | 442 | $232K |
| Heritage Wealth Management, Inc. | 0.23% | Reduce -0.7% | 436 | $229K |
| Klein Pavlis & Peasley Financial, Inc. | 0.21% | New | 436 | $229K |
| Family Investment Center, Inc. | 0.07% | Add +2.4% | 434 | $228K |
| Cullen Investment Group, LTD. | 0.04% | New | 438 | $228K |
| Pacific Sage Partners, LLC | 0.06% | No change | 433 | $228K |
| Alhambra Investment Management LLC | 0.12% | Reduce -12.0% | 431 | $227K |
| Rothschild Capital Partners, LLC | 0.07% | New | 429 | $226K |
| LaFleur & Godfrey LLC | 0.03% | No change | 429 | $226K |
| Alera Investment Advisors, LLC | 0.03% | No change | 428 | $225K |
| Matisse Capital | 0.11% | No change | 427 | $224K |
| Elevatus Welath Management | 0.09% | New | 424 | $223K |
| Kintra Wealth, LLC | 0.16% | Reduce -6.0% | 423 | $222K |
| American Planning Services, Inc. | 0.16% | No change | 421 | $221K |
| Richard C. Young & CO., LTD. | 0.03% | New | 419 | $220K |
| Clark Financial Services Group Inc. | 0.26% | New | 417 | $219K |
| Advocate Group LLC | 0.04% | Reduce -30.8% | 415 | $218K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -10.6% | 414 | $217K |
| Davies Financial Advisors, Inc. | 0.22% | — | 413 | $217K |
| Provident Wealth Management, LLC | 0.08% | Add +57.0% | 413 | $217K |
| Hillman Capital Management, Inc. | 0.07% | Add +6.5% | 412 | $217K |
| TMD Wealth Management, LLC | 0.05% | Reduce -18.6% | 411 | $216K |
| Anchor Investment Management, LLC | 0.02% | No change | 411 | $216K |
| Dohj, LLC | 0.06% | New | 408 | $215K |
| Leelyn Smith, LLC | 0.04% | New | 408 | $214K |
| Dock Street Asset Management Inc. | 0.03% | New | 408 | $214K |
| Delos Wealth Advisors, LLC | 0.24% | Add +39.9% | 407 | $214K |
| Valued Wealth Advisors LLC | 0.15% | Add +8.2% | 407 | $214K |
| Eagle Global Advisors LLC | 0.01% | New | 402 | $211K |
| Shore Point Advisors, LLC | 0.12% | New | 401 | $211K |
| Clare Market Investments LLC | 0.07% | Reduce -56.7% | 401 | $211K |
| Fayez Sarofim & Co | 0.00% | Reduce -5.9% | 401 | $211K |
| Aull & Monroe Investment Management Corp | 0.10% | New | 400 | $210K |
| Paragon Advisors, LLC | 0.08% | New | 400 | $210K |
| Steward Partners Investment Solutions, LLC | 0.04% | Add +15.6% | 400 | $210K |
| ELCO Management Co., LLC | 0.13% | New | 399 | $210K |
| Thompson Davis & Co., Inc. | 0.14% | New | 398 | $209K |
| CJM Wealth Advisers, Ltd. | 0.08% | New | 398 | $209K |
| Claris Advisors, LLC / Mo / | 0.11% | New | 397 | $209K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -4.8% | 395 | $208K |
| Knollwood Investment Advisory, LLC | 0.04% | New | 394 | $207K |
| Dean, Jacobson Financial Services, LLC | 0.17% | New | 392 | $206K |
| Stordahl Capital Management, Inc. | 0.05% | New | 392 | $206K |
| Horizon Advisory Services, Inc. | 0.10% | — | 391 | $206K |
| Myecfo, LLC | 0.12% | New | 391 | $205K |
| Dopkins Wealth Management, LLC | 0.12% | New | 390 | $205K |
| Compass Financial Group, INC | 0.05% | New | 390 | $205K |
| Schiavi & Co LLC | 0.08% | New | 390 | $205K |
| MWA Asset Management | 0.15% | Reduce -21.7% | 389 | $205K |
| Empire Financial Management Company, LLC | 0.07% | New | 389 | $205K |
| Grand Wealth Management, LLC | 0.10% | No change | 388 | $204K |
| Noesis Capital Mangement Corp. | 0.05% | New | 388 | $204K |
| Coulter & Justus Financial Services, LLC | 0.05% | New | 388 | $204K |
| Paragon Private Wealth Management, LLC | 0.12% | New | 386 | $203K |
| J. W. Coons Advisors, LLC | 0.04% | New | 386 | $203K |
| Marex Group Ltd | 0.01% | Reduce -20.7% | 386 | $203K |
| Leading Edge Financial Planning LLC | 0.09% | Reduce -18.2% | 382 | $201K |
| Kirtland Hills Capital Management, LLC | 0.17% | — | 387 | $201K |
| Revere Asset Management, Inc | 0.26% | New | 382 | $201K |
| Planning Capital Management Corp | 0.15% | Reduce -9.5% | 382 | $201K |
| Running Point Capital Advisors, LLC | 0.09% | Add +18.3% | 381 | $200K |
| Solidarity Wealth, LLC | 0.06% | New | 381 | $200K |
| Albion Financial Group | 0.01% | Reduce -66.7% | 368 | $193K |
| Global Trust Asset Management, LLC | 0.08% | Add +28.6% | 360 | $189K |
| Semmax Financial Advisors Inc. | 0.06% | Add +5.3% | 360 | $189K |
| Battery Global Advisors, LLC | 0.15% | Reduce -8.1% | 342 | $180K |
| Riggs Asset Managment Co. Inc. | 0.05% | No change | 341 | $179K |
| Highlander Capital Management, LLC | 0.07% | Reduce -41.9% | 340 | $179K |
| Credential Qtrade Securities Inc. | 0.01% | Add +9.7% | 340 | $179K |
| Integrity Financial Corp | 0.12% | No change | 339 | $178K |
| Rise Advisors, LLC | 0.09% | Reduce -20.1% | 338 | $178K |
| Morton Brown Family Wealth, LLC | 0.07% | Add +27.8% | 331 | $174K |
| Blue Chip Partners, LLC | 0.02% | Add +0.3% | 322 | $169K |
| Global Wealth Strategies & Associates | 0.06% | Reduce -4.2% | 316 | $166K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | No change | 311 | $164K |
| AllSquare Wealth Management LLC | 0.09% | Reduce -27.8% | 301 | $158K |
| Evergreen Private Wealth LLC | 0.08% | No change | 301 | $158K |
| Clarity Asset Management, Inc. | 0.11% | Reduce -16.6% | 292 | $153K |
| MTM Investment Management, LLC | 0.06% | No change | 288 | $151K |
| Perkins Coie Trust Co | 0.03% | No change | 273 | $144K |
| Anfield Capital Management, LLC | 0.07% | New | 261 | $137K |
| LFA - Lugano Financial Advisors SA | 0.10% | No change | 257 | $135K |
| Financial Management Professionals, Inc. | 0.02% | Add +267.1% | 257 | $135K |
| Wolff Wiese Magana LLC | 0.11% | No change | 252 | $132K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 252 | $132K |
| Westend Capital Management, LLC | 0.05% | — | 251 | $132K |
| Blume Capital Management, Inc. | 0.03% | Reduce -16.7% | 250 | $131K |
| Mill Capital Management, LLC | 0.01% | No change | 250 | $131K |
| Weaver Capital Management LLC | 0.04% | New | 238 | $125K |
| Main Management LLC | 0.01% | No change | 235 | $124K |
| Bell Investment Advisors, Inc | 0.02% | No change | 232 | $122K |
| Kozak & Associates, Inc. | 0.03% | Reduce -19.7% | 216 | $115K |
| Financial Freedom, LLC | 0.07% | Add +0.5% | 214 | $112K |
| Cetera Trust Company, N.A | 0.07% | No change | 210 | $110K |
| DecisionPoint Financial, LLC | 0.04% | Reduce -5.3% | 213 | $109K |
| Friedenthal Financial | 0.07% | Add +5.6% | 206 | $108K |
| Costello Asset Management, INC | 0.07% | No change | 199 | $105K |
| Kopp LeRoy C | 0.06% | — | 197 | $104K |
| Kopp Family Office, LLC | 0.06% | No change | 197 | $104K |
| Avalon Trust Co | 0.01% | No change | 190 | $100K |
| M&R Capital Management Inc. | 0.02% | Reduce -65.1% | 188 | $99K |
| Legend Financial Advisors, Inc. | 0.07% | No change | 185 | $97K |
| Bellevue Asset Management, LLC | 0.06% | No change | 185 | $97K |
| Elevate Wealth Advisory, Inc. | 0.08% | No change | 171 | $90K |
| Dunhill Financial, LLC | 0.07% | Add +956.3% | 169 | $89K |
| Princeton Global Asset Management LLC | 0.02% | No change | 167 | $88K |
| Custom Portfolio Group LLC | 0.07% | No change | 164 | $86K |
| Ransom Advisory, Ltd | 0.04% | — | 160 | $84K |
| New Covenant Trust Company, N.A. | 0.08% | — | 158 | $83K |
| Abich Financial Wealth Management LLC | 0.06% | Add +9.5% | 150 | $79K |
| Perritt Capital Management Inc | 0.04% | Add +0.7% | 146 | $77K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 144 | $76K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 141 | $74K |
| Game Plan Financial Advisors, LLC | 0.04% | No change | 139 | $73K |
| Atticus Wealth Management, LLC | 0.02% | No change | 135 | $71K |
| Your Advocates Ltd., LLP | 0.03% | No change | 122 | $64K |
| Adirondack Trust Co. | 0.03% | No change | 121 | $64K |
| First Financial Corp. | 0.03% | No change | 116 | $61K |
| Godsey & Gibb, Inc. | 0.01% | No change | 110 | $58K |
| Hartford Financial Management Inc. | 0.01% | No change | 107 | $56K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 105 | $55K |
| LRI Investments, LLC | 0.01% | — | 105 | $55K |
| Evolution Advisers, Inc. | 0.03% | No change | 100 | $53K |
| Kessler Investment Group, LLC | 0.03% | New | 100 | $53K |
| Knuff & Co LLC | 0.02% | No change | 100 | $53K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 95 | $50K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 94 | $49K |
| Horizon Bancorp Inc. | 0.02% | No change | 94 | $49K |
| Ables, Iannone, Moore & Associates, Inc. | 0.03% | No change | 92 | $48K |
| Lowe Wealth Advisors, LLC | 0.02% | Reduce -6.3% | 90 | $47K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -15.8% | 85 | $45K |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 80 | $42K |
| Thompson Investment Management, Inc. | 0.01% | New | 71 | $37K |
| Powell Investment Advisors, LLC | 0.02% | No change | 69 | $36K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 67 | $35K |
| Marquette Asset Management, LLC | 0.01% | Reduce -25.8% | 66 | $35K |
| Burkett Financial Services, LLC | 0.02% | Reduce -3.1% | 63 | $33K |
| Eukles Asset Management | 0.01% | No change | 59 | $31K |
| Birchbrook, Inc. | 0.02% | Add +625.0% | 58 | $30K |
| PFC Capital Group, Inc. | 0.02% | New | 57 | $30K |
| Sittner & Nelson, LLC | 0.01% | No change | 55 | $29K |
| Kiely Wealth Advisory Group, Inc. | 0.02% | No change | 56 | $29K |
| Pflug Koory, LLC | 0.00% | No change | 53 | $28K |
| DB Fitzpatrick & Co, Inc | 0.02% | Reduce -19.7% | 49 | $26K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 49 | $26K |
| Covestor Ltd | 0.02% | Add +53.9% | 80 | $25K |
| Christopher J. Hasenberg, Inc | 0.01% | New | 44 | $23K |
| Private Wealth Management Group, LLC | 0.01% | No change | 40 | $21K |
| Birch Capital Management, LLC | 0.01% | New | 40 | $21K |
| Citizens National Bank Trust Department | 0.00% | No change | 40 | $21K |
| Tower View Wealth Management LLC | 0.01% | No change | 40 | $21K |
| WFA Asset Management Corp | 0.01% | No change | 38 | $20K |
| GS Investments, Inc. | 0.01% | Add +57.1% | 33 | $18K |
| Pacific Center for Financial Services | 0.00% | No change | 32 | $17K |
| Syntrinsic LLC | 0.01% | No change | 30 | $16K |
| Clean Yield Group | 0.01% | New | 30 | $16K |
| Cedar Wealth Management, LLC | 0.01% | Reduce -6.3% | 30 | $16K |
| Founders Capital Management | 0.01% | No change | 29 | $15K |
| Values First Advisors, Inc. | 0.01% | New | 26 | $14K |
| Arrow Financial Corp | 0.00% | No change | 25 | $13K |
| WealthCollab, LLC | 0.01% | No change | 24 | $13K |
| Punch & Associates Investment Management, Inc. | 0.00% | Reduce -91.5% | 23 | $12K |
| FRG Family Wealth Advisors LLC | 0.00% | New | 18 | $9K |
| Penserra Capital Management LLC | 0.00% | New | 15 | $7K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 13 | $7K |
| Winch Advisory Services, LLC | 0.00% | Reduce -13.3% | 13 | $7K |
| Gables Capital Management Inc. | 0.00% | No change | 12 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 11 | $6K |
| Missouri Trust & Investment Co | 0.00% | No change | 8 | $4K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 5 | $3K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 3 | $2K |
| Wetzel Investment Advisors, Inc. | 0.00% | New | 3 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -50.0% | 2 | $1K |
| Piscataqua Savings Bank | 0.00% | New | 1 | $525 |
"% of holder's portfolio" is IVV's weight in each manager's 13F, not the share of iShares Core S&P 500 ETF the manager owns.