iShares Core S&P 500 ETFIVVETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 3,122 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 37 from Q1 2024. 115 opened new positions and 97 sold out. The largest holders were BlackRock Inc. ($36.3B), Envestnet Asset Management Inc. ($19.7B) and Northwestern Mutual Wealth Management Co. ($15.5B). 7 famous investors held it, including Ray Dalio (6.0% of Bridgewater Associates's portfolio), Israel Englander (2.8% 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $10.0B |
| Exits | 97 | $1.1B |
All 13F filers, Q1 2024 → Q2 2024: 72,772,108 shares bought and 39,900,103 shares sold, net +32,872,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,122 holders
| BlackRock Inc. | 0.82% | Add +4.3% | 66,396,707 | $36.3B |
| Envestnet Asset Management Inc. | 6.87% | Add +21.3% | 36,046,952 | $19.7B |
| Northwestern Mutual Wealth Management Co. | 15.31% | Reduce -12.2% | 28,358,435 | $15.5B |
| Marshall Wace, LLP | 17.59% | Add +34.5% | 22,513,000 | $12.3B |
| Morgan Stanley | 0.92% | Add +13.5% | 21,803,577 | $11.9B |
| Creative Planning | 12.34% | Add +2.5% | 21,110,972 | $11.6B |
| JPMorgan Chase & Co. | 0.89% | Reduce -7.1% | 18,737,182 | $10.3B |
| Bank of America Corp. | 0.83% | Reduce -32.4% | 15,894,135 | $8.7B |
| Wells Fargo & Company | 2.24% | Add +0.2% | 15,827,733 | $8.7B |
| PNC Financial Services Group, Inc. | 5.40% | Reduce -0.3% | 14,813,448 | $8.1B |
| Bank of New York Mellon Corp | 1.42% | Add +1.8% | 13,683,639 | $7.5B |
| Goldman Sachs Group Inc. | 1.41% | Reduce -33.7% | 13,158,408 | $7.2B |
| Royal Bank of Canada | 1.72% | Add +51.5% | 13,028,163 | $7.1B |
| Jones Financial Companies LLLP | 6.96% | Add +223.3% | 11,000,233 | $6.0B |
| LPL Financial LLC | 2.45% | Reduce -1.1% | 8,979,164 | $4.9B |
| First Command Advisory Services, Inc. | 50.00% | Reduce -1.0% | 8,805,890 | $4.8B |
| Capula Management Ltd | 53.73% | New | 8,779,044 | $4.8B |
| CI Investments Inc. | 17.82% | No change | 8,269,682 | $4.5B |
| Ameriprise Financial Inc. | 1.04% | Add +0.8% | 7,017,271 | $3.8B |
| Truist Financial Corp. | 5.74% | Add +0.8% | 6,876,318 | $3.8B |
| FMR LLC | 0.24% | Reduce -29.3% | 6,699,649 | $3.7B |
| US Bancorp \de | 4.84% | Add +0.6% | 6,488,593 | $3.6B |
| Millennium Management | 2.81% | Add +54.8% | 6,013,175 | $3.3B |
| Wealth Enhancement Advisory Services, LLC | 7.54% | Add +6.2% | 5,803,570 | $3.2B |
| Northern Trust Corp. | 0.51% | Add +12.7% | 5,556,989 | $3.0B |
| Envestnet Portfolio Solutions, Inc. | 9.17% | Reduce -5.1% | 4,801,599 | $2.6B |
| Alliancebernstein L.P. | 0.88% | Add +1.0% | 4,621,025 | $2.5B |
| Squarepoint Ops LLC | 9.08% | Add +125.6% | 4,400,000 | $2.4B |
| Prudential Financial Inc. | 3.56% | Add +73.7% | 4,338,360 | $2.4B |
| Mariner, LLC | 4.52% | Add +3.4% | 4,263,655 | $2.3B |
| National Pension Service | 2.59% | Add +5.8% | 4,119,355 | $2.3B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 19.55% | Reduce -0.3% | 3,581,847 | $2.0B |
| Asset Management One Co., Ltd. | 6.69% | Add +0.6% | 3,196,711 | $1.7B |
| Captrust Financial Advisors | 5.11% | New | 2,901,068 | $1.6B |
| Raymond James Financial Services Advisors, Inc. | 2.22% | Add +8.2% | 2,853,728 | $1.6B |
| UBS Group AG | 0.48% | Reduce -4.0% | 2,842,622 | $1.6B |
| Commonwealth Equity Services, LLC | 2.44% | Add +0.6% | 2,813,935 | $1.5B |
| Choate Investment Advisors | 39.03% | Add +2.1% | 2,720,128 | $1.5B |
| Keybank National Association | 6.05% | Reduce -2.5% | 2,701,787 | $1.5B |
| Cresset Asset Management, LLC | 5.87% | Add +5.3% | 2,527,868 | $1.4B |
| Wealthspire Advisors, LLC | 16.16% | Add +4.9% | 2,306,113 | $1.3B |
| MML Investors Services, LLC | 5.02% | Reduce -7.3% | 2,270,095 | $1.2B |
| Pathstone Holdings, LLC | 5.55% | Reduce -1.2% | 2,246,988 | $1.2B |
| HighTower Advisors, LLC | 1.90% | Add +2.1% | 2,242,648 | $1.2B |
| Cwm, LLC | 5.72% | Reduce -15.2% | 2,216,956 | $1.2B |
| Cetera Investment Advisers | 2.69% | Reduce -5.7% | 2,137,191 | $1.2B |
| Bridgewater Associates | 6.00% | Add +0.2% | 2,101,534 | $1.2B |
| Schonfeld Strategic Advisors LLC | 8.67% | New | 2,042,404 | $1.1B |
| AIA Group Ltd | 29.90% | Add +40.5% | 1,868,473 | $1.0B |
| Partners Capital Investment Group, LLP | 17.26% | Add +131.1% | 1,863,210 | $1.0B |
| Barings LLC | 24.60% | Add +5.7% | 1,823,862 | $1.0B |
| Greenleaf Trust | 9.34% | Reduce -0.4% | 1,800,210 | $985.1M |
| Avantax Advisory Services, Inc. | 7.00% | Add +6.0% | 1,792,803 | $981.1M |
| Janney Montgomery Scott LLC | 2.99% | Reduce -7.1% | 1,791,566 | $980.4M |
| Cerity Partners LLC | 2.65% | Add +3.2% | 1,786,219 | $977.5M |
| Alberta Investment Management Corp | 10.71% | Add +27.9% | 1,764,372 | $965.5M |
| Park Avenue Securities LLC | 11.57% | Reduce -11.3% | 1,729,329 | $946.3M |
| Fifth Third Bancorp | 3.60% | Reduce -2.5% | 1,728,024 | $945.6M |
| Osaic Holdings, Inc. | 2.16% | Add +5.7% | 1,667,457 | $913.0M |
| Bank of Montreal | 0.28% | Add +1.0% | 1,652,048 | $907.1M |
| Fiduciary Trust Co | 12.64% | Add +3.0% | 1,538,335 | $841.8M |
| Municipal Employees' Retirement System of Michigan | 11.18% | Reduce -23.4% | 1,473,408 | $806.3M |
| Alaska Permanent Fund Corp | 11.90% | Reduce -20.9% | 1,452,084 | $803.5M |
| MAI Capital Management | 7.84% | Add +6.7% | 1,455,023 | $796.2M |
| FIL Ltd | 0.78% | Add +2.6% | 1,446,838 | $791.8M |
| Raymond James & Associates | 0.52% | Add +7.0% | 1,442,415 | $789.3M |
| Jasper Ridge Partners, L.P. | 25.02% | Reduce -10.8% | 1,413,263 | $773.4M |
| M&T Bank Corp | 2.63% | Reduce -0.8% | 1,409,602 | $771.4M |
| Allianz SE | 21.76% | Add +4.0% | 1,353,030 | $740.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.21% | New | 1,340,937 | $733.8M |
| Neuberger Berman Group LLC | 0.60% | Add +0.2% | 1,335,939 | $731.1M |
| Corient Private Wealth LP | 1.26% | Reduce -17.1% | 1,327,828 | $725.3M |
| Johnson Investment Counsel Inc. | 7.62% | Add +2.8% | 1,321,468 | $723.1M |
| Alesco Advisors, LLC, An ESL Co | 23.59% | Reduce -1.0% | 1,315,351 | $719.8M |
| Element Capital Management LLC | 54.14% | New | 1,275,029 | $697.7M |
| Brown Advisory Inc. | 0.90% | Add +0.4% | 1,264,204 | $691.8M |
| First Hawaiian Bank | 23.20% | Reduce -13.9% | 1,253,623 | $686.0M |
| MKP Capital Management, L.L.C. | 56.43% | New | 1,209,313 | $661.8M |
| Bank of Nova Scotia | 1.27% | Add +0.0% | 1,169,615 | $640.0M |
| Fund Evaluation Group, LLC | 39.09% | Add +5.4% | 1,164,386 | $637.2M |
| Regions Financial Corp. | 4.67% | Reduce -4.2% | 1,123,808 | $615.0M |
| Thrivent Financial for Lutherans | 1.24% | Reduce -4.0% | 1,118,017 | $611.8M |
| Bessemer Group Inc. | 1.08% | Add +1.1% | 1,116,165 | $610.8M |
| United Capital Financial Advisors, LLC | 5.17% | Reduce -8.2% | 1,098,379 | $601.1M |
| BNP Paribas Financial Markets | 0.65% | Add +51.5% | 1,091,341 | $597.2M |
| Schroder Investment Management Group | 0.66% | Reduce -13.3% | 1,080,716 | $591.4M |
| Cambridge Investment Research Advisors, Inc. | 2.06% | Reduce -0.3% | 1,019,348 | $557.8M |
| Comerica Bank | 2.31% | Reduce -3.2% | 1,011,842 | $553.7M |
| National Philanthropic Trust | 10.18% | Reduce -3.1% | 975,463 | $533.8M |
| Principal Financial Group Inc. | 0.30% | Reduce -2.3% | 921,115 | $504.1M |
| Franklin Resources Inc. | 0.16% | Add +4.5% | 920,599 | $503.9M |
| Flputnam Investment Management Co. | 9.36% | Add +8.5% | 911,458 | $498.8M |
| Focus Partners Wealth | 1.67% | Add +131.6% | 907,282 | $496.5M |
| Mirae Asset Global Investments Co., Ltd. | 2.39% | Add +4.5% | 872,753 | $479.4M |
| Tiaa Trust, National Association | 1.41% | Add +3.8% | 837,532 | $458.3M |
| Leith Wheeler Investment Counsel Ltd. | 39.24% | Add +9.6% | 830,248 | $454.3M |
| Waverly Advisors, LLC | 8.87% | Add +10.7% | 826,142 | $452.1M |
| CHURCHILL MANAGEMENT Corp | 5.21% | Reduce -0.5% | 807,575 | $441.9M |
| Bank of Finland | 27.10% | Add +0.3% | 776,498 | $424.9M |
| Allspring Global Investments Holdings, LLC | 0.68% | Add +0.6% | 766,794 | $419.6M |
| Johnson Financial Group, Inc. | 20.04% | Add +5.3% | 755,547 | $413.5M |
| Stifel Financial Corp. | 0.47% | Reduce -3.6% | 755,300 | $413.3M |
| Meiji Yasuda Life Insurance Co | 8.15% | Add +74.0% | 741,533 | $405.8M |
| Swan Global Investments, LLC | 19.53% | Reduce -3.3% | 714,040 | $390.7M |
| NewEdge Advisors, LLC | 2.84% | Add +10.5% | 711,702 | $389.5M |
| Coldstream Capital Management Inc. | 9.37% | Reduce -0.3% | 702,494 | $384.4M |
| Simplify Asset Management Inc. | 33.74% | Reduce -29.0% | 702,365 | $384.4M |
| Rockefeller Capital Management L.P. | 1.07% | Add +3.0% | 688,504 | $376.7M |
| CKW Financial Group | 47.89% | Add +0.5% | 684,407 | $375.3M |
| Provida Pension Fund Administrator | 9.37% | Reduce -6.6% | 680,425 | $372.1M |
| Dynasty Wealth Management, LLC | 10.60% | Add +26.1% | 656,898 | $359.5M |
| Adventist Health System/ West | 58.26% | Reduce -0.1% | 653,500 | $358.8M |
| Circle Wealth Management, LLC | 8.28% | No change | 654,325 | $358.1M |
| Mercer Global Advisors Inc. | 0.97% | Add +3.9% | 651,033 | $355.6M |
| Clark Capital Management Group, Inc. | 2.60% | Reduce -2.0% | 646,326 | $353.7M |
| Sigma Investment Counselors Inc. | 22.10% | Add +2.4% | 645,442 | $353.2M |
| Heritage Wealth Advisors | 15.94% | Reduce -1.9% | 645,052 | $353.0M |
| Teacher Retirement System of Texas | 2.01% | No change | 644,046 | $352.4M |
| Parallel Advisors, LLC | 8.95% | Add +31.0% | 637,488 | $348.9M |
| Manufacturers Life Insurance Company, The | 0.33% | Reduce -3.6% | 637,359 | $348.8M |
| RiverFront Investment Group, LLC | 9.12% | Add +0.6% | 624,404 | $341.7M |
| Matson Money. Inc. | 11.29% | No change | 620,081 | $339.3M |
| Baird Financial Group, Inc. | 0.70% | Reduce -1.0% | 616,983 | $337.6M |
| Truepoint, Inc. | 9.61% | Reduce -0.7% | 615,454 | $336.8M |
| Cahaba Wealth Management, Inc. | 29.69% | Add +1.4% | 615,248 | $336.7M |
| Genworth Financial Inc | 91.66% | No change | 601,470 | $329.1M |
| Kestra Advisory Services, LLC | 1.82% | Add +10.5% | 655,327 | $324.3M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -2.7% | 582,745 | $318.9M |
| Quotient Wealth Partners, LLC | 11.15% | Add +13.4% | 582,181 | $318.6M |
| Sanctuary Advisors, LLC | 2.30% | — | 619,005 | $316.2M |
| Equitable Holdings, Inc. | 3.29% | Add +2.3% | 572,119 | $313.1M |
| Brown Brothers Harriman & Co. | 2.32% | Add +19.0% | 562,103 | $307.6M |
| UMB Bank, n.a. | 4.99% | Add +2.1% | 556,311 | $304.4M |
| Freestone Capital Holdings, LLC | 10.84% | Add +1.5% | 551,198 | $301.6M |
| JB Capital LLC | 18.51% | Reduce -10.2% | 539,910 | $295.5M |
| Orion Porfolio Solutions, LLC | 3.09% | Reduce -5.7% | 534,354 | $292.4M |
| Orion Portfolio Solutions, LLC | 3.09% | Reduce -5.7% | 534,354 | $292.4M |
| Sun Life Financial Inc. | 17.47% | Reduce -3.1% | 534,012 | $292.2M |
| PKO Investment Management Joint-Stock Co | 36.09% | Reduce -7.6% | 533,830 | $292.1M |
| State Street Corp. | 0.01% | Reduce -6.5% | 524,943 | $287.3M |
| Klingman & Associates, LLC | 19.00% | Add +2.1% | 513,066 | $280.8M |
| Avidian Wealth Enterprises, LLC | 13.42% | Add +6.6% | 508,447 | $278.2M |
| Halbert Hargrove Global Advisors, LLC | 16.23% | Add +7.7% | 505,662 | $276.7M |
| Charter Oak Capital Management, LLC | 28.79% | Reduce -0.1% | 504,175 | $275.9M |
| Tidal Investments LLC | 3.79% | Add +178.7% | 502,552 | $275.0M |
| Legacy Wealth Management, LLC | 19.61% | Add +1.7% | 495,187 | $271.0M |
| Sumitomo Life Insurance Co. | 6.17% | No change | 555,000 | $266.6M |
| Atria Wealth Solutions, Inc. | 2.92% | Reduce -4.5% | 480,635 | $263.0M |
| Hirtle & Co., LLC | 13.07% | Reduce -0.4% | 475,547 | $260.2M |
| Journey Strategic Wealth LLC | 10.88% | Add +11.2% | 467,921 | $256.1M |
| Capstone Investment Advisors, LLC | 11.25% | Add +19.9% | 455,571 | $249.3M |
| LBMC Investment Advisors, LLC | 21.14% | Reduce -0.9% | 445,645 | $243.9M |
| CIBC Private Wealth Group LLC | 0.45% | Reduce -0.3% | 430,736 | $240.5M |
| AMS Capital Ltda | 50.04% | Add +0.2% | 437,234 | $239.3M |
| Clearstead Advisors, LLC | 4.07% | Add +415.4% | 435,343 | $238.2M |
| Moneta Group Investment Advisors LLC | 3.80% | Reduce -0.8% | 435,256 | $238.2M |
| Ashford Advisors, LLC | 58.33% | Reduce -0.7% | 434,313 | $237.7M |
| Korea Investment CORP | 0.59% | No change | 427,041 | $233.7M |
| Fragasso Financial Advisors Inc | 18.86% | Reduce -2.2% | 418,150 | $228.8M |
| Citizens Financial Group Inc. | 5.03% | Add +16.7% | 414,337 | $226.7M |
| Planning Alternatives Ltd. | 36.69% | Reduce -0.6% | 414,074 | $226.6M |
| Nissay Asset Management Corp. /Japan | 1.50% | No change | 413,920 | $226.5M |
| Two Sigma Investments, LP | 0.55% | Reduce -4.2% | 409,600 | $224.1M |
| Aspiriant, LLC | 9.10% | Add +15.2% | 407,828 | $223.2M |
| Orgel Wealth Management, LLC | 5.99% | Add +13.0% | 405,631 | $222.0M |
| Analyst IMS Investment Management Services Ltd. | 9.11% | No change | 405,508 | $221.9M |
| Whittier Trust Co. | 3.14% | Reduce -1.4% | 404,238 | $221.2M |
| Fort Washington Investment Advisors Inc. | 1.42% | Add +0.4% | 399,033 | $218.4M |
| Traphagen Investment Advisors LLC | 23.49% | Add +1.1% | 395,360 | $216.4M |
| Ally Invest Advisors Inc. | 20.76% | Reduce -0.6% | 394,715 | $216.0M |
| Ballentine Partners, LLC | 3.92% | Reduce -3.5% | 387,693 | $212.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.51% | Add +10.0% | 387,422 | $212.0M |
| Citadel Advisors | 0.21% | Add +240.8% | 386,241 | $211.4M |
| Taiyo Life Insurance Co. | 16.86% | No change | 385,475 | $210.9M |
| Hancock Whitney Corp. | 7.12% | Add +10.2% | 383,340 | $209.8M |
| Midland Wealth Advisors, LLC | 12.42% | Reduce -1.2% | 382,657 | $209.4M |
| Farmers & Merchants Investments Inc. | 6.98% | Add +1.7% | 382,448 | $209.3M |
| Wealthspire Retirement, LLC | 17.52% | Reduce -0.6% | 382,126 | $209.1M |
| Ellenbecker Investment Group | 42.09% | Add +0.2% | 381,898 | $209.0M |
| Blair William & Co. | 0.64% | Add +3.7% | 380,392 | $208.2M |
| Tarbox Family Office, Inc. | 36.70% | Reduce -1.7% | 380,174 | $208.0M |
| Wellspring Financial Advisors, LLC | 23.16% | Add +29.0% | 376,806 | $206.2M |
| Divergent Wealth Advisors | 39.61% | Reduce -0.9% | 374,173 | $204.8M |
| Integrated Wealth Concepts LLC | 2.79% | Add +2.0% | 373,225 | $204.2M |
| Wellington Management Group LLP | 0.04% | Add +0.3% | 371,975 | $203.6M |
| HSBC Holdings PLC | 0.13% | Add +93.3% | 367,862 | $201.7M |
| RKL Wealth Management LLC | 19.33% | Add +3.7% | 366,468 | $200.5M |
| Daido Life Insurance Co. | 22.03% | No change | 351,796 | $192.5M |
| Wolverine Trading, LLC | 3.10% | Reduce -87.9% | 345,451 | $189.0M |
| Steward Partners Investment Advisory, LLC | 1.98% | Add +2.7% | 342,801 | $187.6M |
| Ritholtz Wealth Management | 6.17% | Add +0.8% | 341,819 | $187.1M |
| Haverford Trust Co | 1.96% | Add +3.6% | 339,922 | $186.0M |
| Linscomb Wealth, Inc. | 9.54% | Reduce -1.9% | 336,867 | $184.3M |
| Crestline Management, L.P. | 14.38% | New | 335,000 | $183.3M |
| First Interstate Bank | 12.14% | Reduce -2.8% | 333,996 | $182.8M |
| Steele Capital Management, Inc. | 10.14% | Add +1.7% | 331,975 | $181.7M |
| Sigma Planning Corp | 5.73% | Reduce -2.4% | 330,047 | $180.6M |
| Private Advisor Group, LLC | 1.21% | Add +6.4% | 328,377 | $179.7M |
| Vicus Capital | 16.22% | Reduce -0.8% | 327,867 | $179.4M |
| Lazard Asset Management LLC | 0.24% | Reduce -2.9% | 327,664 | $179.3M |
| Marcum Wealth, LLC | 17.67% | Add +2.7% | 321,877 | $176.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.85% | Add +91.4% | 321,405 | $176.0M |
| Apexium Financial, LP | 12.38% | Add +8.0% | 316,706 | $173.3M |
| Mason Street Advisors, LLC | 22.97% | Reduce -46.1% | 311,850 | $170.7M |
| Endurance Services Ltd | 31.39% | No change | 307,000 | $168.0M |
| Legacy Private Trust Co. | 11.88% | Add +0.7% | 305,692 | $167.3M |
| Gryphon Financial Partners LLC | 24.92% | Add +4.2% | 304,115 | $166.4M |
| Bangor Savings Bank | 16.58% | Add +1.6% | 302,835 | $165.7M |
| Investment Management Corp of Ontario | 4.47% | Reduce -14.7% | 302,055 | $165.3M |
| NorthCoast Asset Management LLC | 1.39% | Add +412.9% | 297,576 | $163.1M |
| Stratos Wealth Partners, LTD. | 2.64% | Add +11.7% | 297,354 | $162.7M |
| Two Sigma Advisers, LP | 0.36% | Add +5.8% | 294,900 | $161.4M |
| Atria Investments, Inc | 2.09% | Reduce -15.7% | 294,594 | $161.2M |
| TFC Financial Management, Inc. | 28.08% | Reduce -0.6% | 292,510 | $160.1M |
| Fifth Third Wealth Advisors LLC | 12.03% | Add +70.3% | 289,893 | $158.6M |
| Robertson Stephens Wealth Management, LLC | 8.27% | Add +22.5% | 288,893 | $158.1M |
| Beacon Pointe Advisors, LLC | 1.87% | Reduce -7.4% | 288,692 | $158.0M |
| Allstate Corp. | 12.80% | Add +53.8% | 288,264 | $157.7M |
| Vantagepoint Investment Advisers LLC | 21.70% | Add +1.2% | 288,190 | $157.7M |
| Glenview Trust Co | 3.16% | Add +1.3% | 286,780 | $156.9M |
| AE Wealth Management LLC | 1.57% | Reduce -9.1% | 286,610 | $156.8M |
| Cibc World Market Inc. | 0.38% | Add +68.2% | 278,259 | $152.3M |
| 3EDGE Asset Management, LP | 11.93% | Reduce -2.7% | 277,785 | $152.0M |
| Gilbert & Cook, Inc. | 22.16% | Reduce -5.7% | 277,090 | $151.6M |
| Foundations Investment Advisors, LLC | 3.63% | Reduce -4.2% | 273,664 | $149.8M |
| Security National Bank | 21.67% | No change | 272,628 | $149.2M |
| Dakota Wealth Management | 3.48% | Reduce -0.6% | 269,667 | $147.6M |
| Monashee Investment Management LLC | 19.10% | Add +8.3% | 267,610 | $146.4M |
| Modera Wealth Management, LLC | 2.14% | Reduce -0.5% | 265,948 | $145.5M |
| True Link Financial Advisors, LLC | 13.49% | Reduce -0.1% | 265,690 | $145.4M |
| Federation des caisses Desjardins du Quebec | 0.77% | Reduce -6.4% | 262,896 | $143.8M |
| Element Pointe Advisors, LLC | 36.39% | Reduce -1.1% | 262,275 | $143.5M |
| Farther Finance Advisors, LLC | 6.94% | Add +18.9% | 261,052 | $143.2M |
| Calamos Wealth Management LLC | 7.72% | Reduce -4.7% | 259,819 | $142.2M |
| Daiwa Securities Group Inc. | 0.75% | Reduce -13.0% | 252,089 | $138.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.34% | Add +8.6% | 252,189 | $137.9M |
| 26North Partners LP | 100.00% | Add +0.1% | 248,837 | $136.2M |
| McNamara Financial Services, Inc. | 28.63% | Add +7.4% | 247,395 | $135.4M |
| Lee Financial Co | 21.90% | Add +5.1% | 245,011 | $134.1M |
| Sfmg, LLC | 11.65% | Reduce -0.7% | 244,749 | $133.9M |
| Spire Wealth Management | 4.64% | Reduce -13.8% | 240,578 | $131.5M |
| First Foundation Advisors | 5.01% | Add +11.8% | 239,376 | $131.0M |
| Ullmann Wealth Partners Group, LLC | 18.61% | Add +3.0% | 238,523 | $130.5M |
| Japan Science & Technology Agency | 1.81% | No change | 238,164 | $130.3M |
| Advisory Services Network, LLC | 2.69% | Add +5.7% | 237,869 | $130.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 3.89% | Reduce -3.6% | 237,384 | $129.9M |
| Goelzer Investment Management, Inc. | 7.26% | Add +16.5% | 237,099 | $129.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.10% | Add +44.9% | 236,924 | $129.7M |
| Merit Financial Group, LLC | 2.84% | Add +0.7% | 235,413 | $128.8M |
| Sandy Spring Bank | 5.63% | Add +6.2% | 233,391 | $127.7M |
| Bank of Hawaii | 5.84% | Reduce -3.4% | 232,497 | $127.2M |
| Gotham Asset Management | 1.63% | Add +13.9% | 230,671 | $126.2M |
| Mesirow Financial Investment Management, Inc. | 2.83% | Add +3.7% | 229,192 | $125.6M |
| Commerce Bank | 0.81% | Reduce -1.4% | 229,182 | $125.4M |
| Home Federal Bank of Tennessee | 38.04% | Add +0.4% | 228,443 | $125.0M |
| Phillips Financial Management, LLC | 10.31% | Reduce -0.2% | 228,386 | $125.0M |
| Litman Gregory Wealth Management LLC | 11.08% | Add +1.9% | 228,256 | $124.9M |
| Rwa Wealth Partners, LLC | 1.64% | Add +8.8% | 227,358 | $124.4M |
| RPTC Inc. | 25.30% | Add +2.9% | 225,251 | $123.3M |
| OneDigital Investment Advisors LLC | 1.54% | Reduce -24.6% | 224,939 | $123.1M |
| Financial Synergies Wealth Advisors, Inc. | 16.58% | Reduce -2.7% | 224,868 | $123.1M |
| Pegasus Partners Ltd. | 12.33% | Reduce -0.5% | 223,435 | $122.3M |
| FineMark National Bank & Trust | 4.47% | Add +5.6% | 221,788 | $121.4M |
| Retirement Income Solutions, Inc. | 29.03% | Add +1.1% | 219,557 | $120.1M |
| Perigon Wealth Management, LLC | 3.48% | Add +0.4% | 219,142 | $119.9M |
| First Horizon Advisors, Inc. | 3.65% | Reduce -0.3% | 219,122 | $119.9M |
| JNBA Financial Advisors | 12.60% | Add +28.0% | 218,190 | $119.4M |
| Lido Advisors, LLC | 0.97% | Add +5.3% | 214,644 | $117.5M |
| Apollon Wealth Management, LLC | 3.58% | Add +11.0% | 214,636 | $117.5M |
| Icon Wealth Advisors, LLC | 10.44% | Reduce -10.5% | 212,178 | $117.4M |
| B. Riley Wealth Advisors, Inc. | 2.97% | Reduce -19.5% | 213,006 | $116.6M |
| Rezny Wealth Management, Inc. | 30.94% | Add +8.6% | 211,364 | $115.7M |
| Northwestern Mutual Investment Management Company, LLC | 2.99% | Reduce -40.8% | 211,100 | $115.5M |
| Sharkey, Howes & Javer | 18.64% | Reduce -27.7% | 210,810 | $115.4M |
| Mutual Advisors, LLC | 3.48% | Add +1.3% | 210,075 | $115.1M |
| Buckingham Strategic Wealth, LLC | 1.19% | Reduce -1.5% | 209,830 | $114.8M |
| Brookstone Capital Management | 1.90% | Reduce -8.3% | 204,800 | $114.7M |
| Quadrant Capital Group LLC | 8.48% | Add +1.0% | 208,714 | $114.2M |
| Capital Analysts, LLC | 4.99% | Add +4.1% | 206,458 | $113.0M |
| Horan Securities, Inc. | 48.49% | Add +5.7% | 204,949 | $112.2M |
| Principal Securities, Inc. | 3.04% | Add +5.6% | 201,465 | $110.2M |
| BLB&B Advisors, LLC | 6.03% | Add +1.8% | 201,053 | $110.0M |
| Focus Financial Network, Inc. | 4.67% | Add +5.3% | 195,090 | $109.3M |
| Mackenzie Financial Corp. | 0.16% | Add +23.1% | 197,539 | $108.1M |
| Dechtman Wealth Management, LLC | 23.81% | Add +2.1% | 194,705 | $106.5M |
| Bricktown Capital, LLC | 21.61% | Reduce -29.4% | 193,958 | $106.1M |
| Invst, LLC | 11.64% | Reduce -0.9% | 192,355 | $105.5M |
| Montag A & Associates Inc. | 5.32% | Add +8.6% | 192,283 | $105.2M |
| Armstrong Advisory Group, Inc. | 9.20% | Add +133.5% | 189,997 | $104.0M |
| Mandatum Life Insurance Co Ltd | 34.76% | Add +4.0% | 189,661 | $103.8M |
| Prudential PLC | 0.72% | Reduce -5.6% | 189,610 | $103.8M |
| St. Clair Advisors, LLC | 33.09% | Reduce -0.5% | 189,547 | $103.7M |
| D.A. Davidson & Co. | 0.91% | Add +1.4% | 186,967 | $102.3M |
| Wealth Group Ltd | 30.90% | Add +0.3% | 186,911 | $102.3M |
| SVB Wealth LLC | 2.53% | Reduce -17.4% | 186,815 | $102.2M |
| BBR Partners, LLC | 8.29% | Reduce -0.2% | 184,835 | $101.1M |
| Core Wealth Advisors, Inc. | 34.37% | Add +0.1% | 183,294 | $100.3M |
| Qalhat Capital Ltd | 54.04% | Reduce -6.8% | 180,160 | $98.6M |
| Valeo Financial Advisors, LLC | 3.05% | Reduce -0.9% | 178,041 | $97.4M |
| McKinley Carter Wealth Services, Inc. | 6.20% | Add +2.4% | 177,960 | $97.4M |
| Graypoint LLC | 6.69% | Add +8.1% | 176,789 | $96.7M |
| Lowe Brockenbrough & Co. Inc. | 6.41% | Add +10.2% | 176,034 | $96.3M |
| Ssi Investment Management LLC | 37.73% | Reduce -1.1% | 174,267 | $95.4M |
| BSW Wealth Partners | 15.57% | Add +2.4% | 173,395 | $94.9M |
| Satovsky Asset Management LLC | 22.77% | Reduce -2.1% | 173,125 | $94.7M |
| Betterment LLC | 0.24% | Add +254.9% | 172,682 | $94.5M |
| Heck Capital Advisors, LLC | 11.75% | Add +72.3% | 172,642 | $94.5M |
| HB Wealth Management, LLC | 1.10% | Add +50.3% | 172,519 | $94.4M |
| Ferguson Wellman Capital Management, Inc. | 1.92% | Add +0.2% | 172,395 | $94.3M |
| Arvest Trust Co. N A | 5.58% | Add +10.7% | 171,543 | $93.9M |
| Valley Forge Investment Consultants Inc. Adv | 35.51% | Add +1.9% | 171,440 | $93.8M |
| First Commonwealth Financial Corp | 23.92% | Reduce -1.9% | 169,728 | $92.9M |
| Glenmede Trust Co. NA | 0.47% | Add +3.3% | 168,746 | $92.3M |
| Integrated Advisors Network LLC | 4.76% | Reduce -0.2% | 168,570 | $92.2M |
| Unique Wealth, LLC | 24.10% | Add +0.3% | 168,121 | $92.0M |
| Chandler Asset Management, Inc. | 18.55% | Reduce -0.0% | 167,312 | $91.6M |
| Cape Cod Five Cents Savings Bank | 8.76% | Reduce -3.6% | 165,392 | $90.5M |
| AMG National Trust Bank | 2.43% | Add +25.6% | 163,996 | $89.7M |
| Callan Family Office, LLC | 17.22% | Reduce -4.6% | 163,904 | $89.7M |
| Alps Advisors Inc. | 0.61% | Reduce -2.9% | 163,348 | $89.4M |
| Winthrop Advisory Group LLC | 11.96% | Add +3.2% | 160,712 | $87.9M |
| Cisco Systems, Inc. | 18.45% | No change | 160,000 | $87.6M |
| Forvis Mazars Wealth Advisors, LLC | 2.17% | Reduce -1.6% | 158,932 | $87.0M |
| Stock Yards Bank & Trust Co. | 2.85% | Add +6.6% | 157,060 | $85.9M |
| Atlanta Consulting Group Advisors, LLC | 18.46% | Add +102.4% | 156,445 | $85.6M |
| Karpus Management, Inc. | 2.40% | Reduce -19.3% | 155,446 | $85.1M |
| Prime Capital Investment Advisors, LLC | 1.25% | Add +33.6% | 154,617 | $84.6M |
| Crewe Advisors LLC | 9.47% | Add +7.0% | 154,484 | $84.5M |
| Narwhal Capital Management | 7.96% | Add +2.5% | 153,759 | $84.1M |
| Tortoise Investment Management, LLC | 9.54% | Add +0.8% | 152,866 | $83.7M |
| Bryn Mawr Trust Advisors, LLC | 4.59% | Reduce -4.0% | 152,147 | $83.3M |
| Great Lakes Advisors, LLC | 0.74% | Add +16.3% | 151,761 | $83.0M |
| Mizuho Markets Americas LLC | 2.29% | Add +47.2% | 151,676 | $83.0M |
| Spectrum Wealth Counsel, LLC | 10.42% | Reduce -10.1% | 150,421 | $82.3M |
| Susquehanna International Group, LLP | 0.14% | Add +193.0% | 149,153 | $81.6M |
| Whittier Trust Co. of Nevada Inc. | 2.27% | Reduce -1.4% | 149,014 | $81.5M |
| King Wealth Management Group | 13.58% | Add +0.5% | 148,842 | $81.5M |
| Catalyst Financial Partners LLC | 17.87% | Add +13.7% | 148,643 | $81.3M |
| RTD Financial Advisors, Inc. | 10.90% | Add +0.4% | 148,107 | $81.0M |
| Physician Wealth Advisors, Inc. | 14.91% | Reduce -0.4% | 142,487 | $80.9M |
| Morningstar Investment Services LLC | 0.87% | Add +0.8% | 146,216 | $80.3M |
| Courier Capital LLC | 6.34% | Add +0.0% | 145,835 | $79.8M |
| Old National Bancorp | 1.87% | Add +0.6% | 145,147 | $79.4M |
| Ironclad Investments LLC | 49.27% | No change | 143,775 | $78.7M |
| Rhumbline Advisers | 0.07% | Add +44.7% | 143,349 | $78.4M |
| Hantz Financial Services, Inc. | 1.49% | Reduce -8.7% | 141,961 | $77.7M |
| Blue Trust, Inc. | 1.06% | Add +0.9% | 147,169 | $77.4M |
| Geneos Wealth Management Inc. | 3.40% | Add +9.7% | 139,915 | $76.6M |
| Onyx Bridge Wealth Group LLC | 12.57% | Add +6.2% | 139,875 | $76.5M |
| Regal Investment Advisors LLC | 5.05% | Reduce -2.5% | 139,410 | $76.3M |
| Cornerstone Partners Capital Management, LLC | 43.30% | Reduce -91.9% | 139,324 | $76.2M |
| SteelPeak Wealth, LLC | 3.60% | Reduce -10.2% | 139,088 | $76.1M |
| Choreo, LLC | 1.27% | Add +40.2% | 138,197 | $75.8M |
| HWG Holdings LP | 27.65% | — | 137,816 | $75.4M |
| Smith Anglin Financial, LLC | 7.61% | Add +0.9% | 137,537 | $75.3M |
| StoneX Group Inc. | 6.02% | Add +5.8% | 137,516 | $75.3M |
| Arcataur Capital Management LLC | 26.80% | Reduce -1.8% | 137,407 | $75.2M |
| High Falls Advisors, Inc | 18.24% | Reduce -25.3% | 137,198 | $75.1M |
| Wilshire Advisors LLC | 37.61% | Reduce -2.6% | 137,068 | $75.0M |
| MV Capital Management, Inc. | 8.38% | Add +0.4% | 136,213 | $74.5M |
| WealthNavi Inc. | 0.94% | Add +115.8% | 136,074 | $74.5M |
| Requisite Capital Management, LLC | 16.87% | Add +40.7% | 136,054 | $74.5M |
| Divergent Planning, LLC | 29.67% | Add +2.1% | 134,288 | $74.4M |
| Adventist Health System Sunbelt Healthcare Corp. | 3.72% | Reduce -54.4% | 135,551 | $74.2M |
| Townsquare Capital LLC | 1.01% | Add +0.7% | 135,380 | $74.1M |
| Pine Ridge Advisers LLC | 7.87% | No change | 134,921 | $73.8M |
| &partners | 3.23% | Add +251.8% | 133,806 | $73.8M |
| Resonant Capital Advisors, LLC | 5.99% | Add +5.5% | 134,775 | $73.8M |
| Country Trust Bank | 1.86% | Add +0.3% | 134,648 | $73.7M |
| Stone House Investment Management, LLC | 18.97% | Reduce -8.3% | 133,395 | $73.0M |
| Chevy Chase Trust Holdings, LLC | 0.23% | Reduce -11.8% | 133,301 | $72.9M |
| Assetmark, Inc. | 0.22% | Reduce -81.8% | 132,743 | $72.6M |
| Standpoint Asset Management, LLC | 16.56% | Add +11.9% | 132,400 | $72.5M |
| Amtrust Financial Services, Inc. | 36.65% | No change | 131,800 | $72.1M |
| Deutsche Bank AG | 0.03% | Reduce -2.8% | 130,783 | $71.6M |
| Summit Financial Strategies, Inc. | 8.89% | Reduce -3.6% | 130,672 | $71.5M |
| Fiducient Advisors LLC | 9.85% | Add +34.8% | 130,386 | $71.4M |
| Accredited Investors Inc. | 4.44% | Add +6.1% | 130,039 | $71.2M |
| Ritter Daniher Financial Advisory LLC / DE | 22.64% | Reduce -1.7% | 129,812 | $71.0M |
| JSF Financial, LLC | 21.72% | Reduce -10.1% | 129,565 | $70.9M |
| Destination Wealth Management | 2.32% | Reduce -4.2% | 128,470 | $70.3M |
| Pinnacle Associates Ltd. | 1.10% | Add +1.4% | 128,120 | $70.1M |
| Fulton Breakefield Broenniman LLC | 5.17% | Add +6.8% | 127,974 | $70.0M |
| Bridges Investment Management Inc. | 1.06% | Add +79.1% | 127,450 | $69.7M |
| Lineweaver Wealth Advisors, LLC | 14.42% | Reduce -0.0% | 127,152 | $69.6M |
| Gray Private Wealth, LLC | 44.58% | Add +0.6% | 127,115 | $69.6M |
| Advisors Capital Management, LLC | 1.21% | Add +18.8% | 126,519 | $69.2M |
| Wealth Architects, LLC | 8.44% | Add +0.1% | 126,193 | $69.1M |
| Prio Wealth Limited Partnership | 2.05% | Add +1.0% | 125,746 | $68.8M |
| Curi Capital, LLC | 1.65% | Reduce -4.1% | 125,384 | $68.6M |
| Hudock, Inc. | 12.73% | Add +3.3% | 124,803 | $68.3M |
| Amarillo National Bank | 12.89% | Reduce -7.0% | 123,849 | $67.8M |
| Cim Investment Management Inc. | 20.86% | Reduce -8.4% | 123,650 | $67.7M |
| Alaska Permanent Capital Management, LLC | 5.78% | Add +9.5% | 123,719 | $67.7M |
| Cahill Wealth Management, LLC | 40.23% | Reduce -0.6% | 123,267 | $67.5M |
| BOK Financial Private Wealth, Inc. | 4.89% | Reduce -1.0% | 123,088 | $67.4M |
| Ledyard National Bank | 6.51% | Add +7.4% | 122,474 | $67.0M |
| New England Professional Planning Group Inc. | 35.00% | Reduce -0.9% | 121,768 | $66.6M |
| Cardinal Strategic Wealth Guidance | 23.97% | Reduce -5.7% | 121,496 | $66.5M |
| Dynamic Advisor Solutions LLC | 2.09% | Add +16.1% | 121,203 | $66.3M |
| Centerpoint Advisors, LLC | 23.74% | Add +1.4% | 120,383 | $65.9M |
| Vision Capital Management, Inc. | 9.67% | Reduce -0.4% | 118,767 | $65.0M |
| Global Retirement Partners, LLC | 2.03% | Add +11.3% | 118,488 | $64.8M |
| KMG Fiduciary Partners, LLC | 6.37% | Reduce -1.4% | 118,419 | $64.8M |
| Mascoma Wealth Management LLC | 17.09% | Add +2.4% | 117,712 | $64.4M |
| Alternative Investment Advisors, LLC. | 36.81% | Add +16.6% | 117,675 | $64.4M |
| Bokf, NA | 1.15% | Add +5.7% | 117,424 | $64.3M |
| Gries Financial LLC | 13.19% | Reduce -0.3% | 117,184 | $64.1M |
| Janiczek Wealth Management, LLC | 13.39% | Reduce -5.0% | 116,751 | $63.9M |
| Snowden Capital Advisors LLC | 1.92% | Reduce -15.9% | 116,442 | $63.7M |
| LGL Partners, LLC | 9.28% | Reduce -4.2% | 115,950 | $63.5M |
| ESL Trust Services, LLC | 15.34% | Add +7.2% | 115,128 | $63.0M |
| Keebeck Wealth Management | 9.24% | Reduce -6.3% | 115,085 | $63.0M |
| Rafferty Asset Management, LLC | 0.23% | No change | 114,865 | $62.9M |
| Balentine LLC | 2.85% | Reduce -28.3% | 114,746 | $62.8M |
| Well Done, LLC | 13.00% | Add +1.2% | 114,299 | $62.5M |
| Towercrest Capital Management | 10.22% | Add +3.7% | 113,416 | $62.1M |
| Crescent Grove Advisors, LLC | 6.79% | Add +6.1% | 113,277 | $62.0M |
| Harfst & Associates, Inc. | 14.34% | Add +5.2% | 112,465 | $61.5M |
| Avior Wealth Management, LLC | 2.62% | Add +4.5% | 111,442 | $61.0M |
| Stonegate Investment Group, LLC | 1.76% | Add +12.4% | 111,140 | $60.8M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +16.5% | 111,103 | $60.8M |
| Lodestar Private Asset Management LLC | 8.35% | Add +2.1% | 110,863 | $60.7M |
| Prosperity Consulting Group, LLC | 8.22% | Add +7.6% | 110,788 | $60.6M |
| Ieq Capital, LLC | 0.81% | Add +53.2% | 110,609 | $60.5M |
| HighMark Wealth Management LLC | 36.31% | Add +0.8% | 110,255 | $60.3M |
| Financial Partners Group, Inc | 9.52% | Add +1.4% | 110,220 | $60.3M |
| West Coast Financial LLC | 7.13% | Reduce -0.7% | 109,899 | $60.1M |
| TD Private Client Wealth LLC | 1.88% | Add +6.0% | 109,231 | $59.8M |
| Nottingham Advisors, Inc. | 7.08% | Reduce -2.9% | 109,171 | $59.7M |
| Smith, Moore & Co. | 6.11% | Add +2.6% | 108,190 | $59.2M |
| PDS Planning, Inc | 5.96% | Add +2.9% | 108,022 | $59.1M |
| Simplicity Wealth,LLC | 1.33% | Reduce -3.5% | 107,697 | $58.9M |
| Rational Advisors, Inc. | 5.89% | Reduce -1.9% | 107,562 | $58.9M |
| Central Pacific Bank - Trust Division | 7.26% | Add +19.0% | 106,261 | $58.1M |
| TCP Asset Management, LLC | 14.69% | Add +1.8% | 106,142 | $58.1M |
| Simon Quick Advisors, LLC | 4.09% | Add +12.9% | 105,783 | $57.9M |
| Conning Inc. | 2.17% | Reduce -2.0% | 105,731 | $57.9M |
| Sowell Financial Services LLC | 2.75% | Reduce -9.2% | 105,131 | $57.5M |
| Allworth Financial LP | 0.37% | Reduce -2.7% | 104,059 | $57.4M |
| Wealth Alliance, LLC | 7.41% | Reduce -9.2% | 104,913 | $57.4M |
| Ameritas Investment Partners, Inc. | 1.96% | Add +5.8% | 104,198 | $57.0M |
| Heritage Investment Group, Inc. | 7.80% | Add +2.4% | 103,813 | $56.8M |
| Wela Strategies, Inc. | 26.39% | Add +1.0% | 103,528 | $56.7M |
| SigFig Wealth Management, LLC | 2.13% | Reduce -26.8% | 103,459 | $56.6M |
| Oppenheimer & Co. Inc. | 0.90% | Reduce -1.3% | 103,301 | $56.5M |
| Ironwood Financial, llc | 12.67% | Add +0.6% | 103,242 | $56.5M |
| Per Stirling Capital Management, LLC. | 9.09% | Add +4.0% | 103,137 | $56.4M |
| Fairhaven Wealth Management, LLC | 18.69% | Add +4.4% | 103,060 | $56.4M |
| Tectonic Advisors LLC | 4.07% | Add +8.1% | 102,698 | $56.2M |
| Grant Street Asset Management, Inc. | 17.59% | Reduce -0.3% | 102,472 | $56.1M |
| Community Bank, N.A. | 7.33% | Reduce -2.2% | 101,820 | $55.7M |
| Stewardship Advisors, LLC | 18.41% | Reduce -4.1% | 101,780 | $55.7M |
| American Century Companies Inc. | 0.03% | Add +187.0% | 101,628 | $55.6M |
| Proathlete Wealth Management LLC | 26.32% | Add +5.4% | 101,580 | $55.6M |
| Country Club Bank | 3.84% | Add +4.7% | 100,639 | $55.3M |
| Bontempo Ohly Capital Mgmt LLC | 27.60% | Reduce -0.1% | 100,900 | $55.2M |
| Sand Hill Global Advisors, LLC | 2.50% | Reduce -1.8% | 100,789 | $55.2M |
| Kovack Advisors, Inc. | 6.05% | Reduce -32.2% | 100,517 | $55.0M |
| Baker Avenue Asset Management, LP | 1.87% | Add +1.9% | 100,438 | $55.0M |
| Mutual of America Capital Management LLC | 0.60% | Reduce -3.1% | 100,288 | $54.9M |
| CX Institutional | 2.55% | Reduce -0.1% | 99,416 | $54.4M |
| Twele Capital Management, Inc. | 12.17% | Reduce -1.5% | 98,080 | $53.7M |
| Parker Investment Management, LLC | 8.53% | Reduce -7.3% | 97,986 | $53.6M |
| Oxford Financial Group, LTD. LLC | 3.53% | Reduce -2.5% | 97,847 | $53.5M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -9.7% | 97,720 | $53.5M |
| Crestmont Private Wealth LLC | 25.72% | Reduce -5.9% | 97,550 | $53.4M |
| Victory Capital Management Inc. | 0.05% | Reduce -28.1% | 96,736 | $52.9M |
| First Citizens Bank & Trust Co. | 0.99% | Reduce -3.0% | 96,063 | $52.6M |
| Droms Strauss Advisors Inc. /Mo/ | 18.91% | Reduce -3.4% | 95,458 | $52.2M |
| Citigroup Inc. | 0.05% | Add +11.8% | 95,115 | $52.0M |
| Swmg, LLC | 23.17% | Reduce -10.4% | 95,112 | $52.0M |
| Wharton Business Group, LLC | 2.69% | Reduce -0.8% | 95,111 | $52.0M |
| Mayflower Financial Advisors, LLC | 8.55% | Reduce -3.0% | 113,775 | $52.0M |
| Strategic Point Investment Advisors, LLC | 9.31% | Reduce -0.3% | 94,936 | $52.0M |
| FFT Wealth Management LLC | 4.60% | Add +3.8% | 94,923 | $51.9M |
| Sequoia Financial Advisors, LLC | 0.63% | Reduce -1.7% | 94,728 | $51.8M |
| Beaumont Financial Advisors, LLC | 4.14% | Add +1.9% | 94,601 | $51.8M |
| Meridian Wealth Advisors, LLC | 9.21% | Add +2.9% | 94,383 | $51.6M |
| Highland Capital Management, LLC | 3.03% | Reduce -1.5% | 93,727 | $51.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.10% | Reduce -5.3% | 93,523 | $51.2M |
| Smithfield Trust Co | 2.68% | Reduce -1.7% | 93,333 | $51.1M |
| Mather Group, Llc. | 0.62% | Add +7.9% | 96,515 | $50.7M |
| DT Investment Partners, LLC | 4.49% | Add +285.8% | 92,619 | $50.7M |
| Keystone Financial Services | 20.98% | Reduce -20.5% | 92,519 | $50.6M |
| IFS Advisors, LLC | 42.60% | Reduce -1.1% | 92,310 | $50.5M |
| Beam Wealth Advisors, Inc. | 16.70% | Add +268.4% | 91,667 | $50.2M |
| Colton Groome Financial Advisors, LLC | 19.71% | Add +3.7% | 91,372 | $50.0M |
| Ameritas Advisory Services, LLC | 1.88% | Add +6.8% | 91,238 | $49.9M |
| Kestra Private Wealth Services, LLC | 1.00% | Reduce -4.1% | 91,136 | $49.9M |
| Cypress Capital Group | 5.97% | Reduce -3.3% | 90,976 | $49.8M |
| Orrstown Financial Services Inc. | 25.95% | Add +6.2% | 89,837 | $49.2M |
| Wilmington Savings Fund Society, FSB | 1.88% | Add +0.6% | 89,471 | $49.0M |
| J.W. Cole Advisors, Inc. | 2.30% | Add +2.7% | 89,350 | $48.9M |
| Bank of Stockton | 15.49% | Add +2.2% | 89,301 | $48.9M |
| Rogco, LP | 19.93% | Reduce -0.2% | 89,283 | $48.9M |
| Composition Wealth, LLC | 1.19% | Add +2.4% | 89,253 | $48.8M |
| Visionary Wealth Advisors | 3.17% | Add +0.2% | 88,721 | $48.6M |
| Consilio Wealth Advisors, LLC | 21.58% | Add +2.9% | 87,928 | $48.1M |
| Bar Harbor Wealth Management | 3.19% | Reduce -9.8% | 87,643 | $48.0M |
| Certuity, LLC | 3.82% | Add +18.6% | 87,429 | $47.8M |
| Bristlecone Advisors, LLC | 4.05% | Reduce -0.8% | 86,959 | $47.6M |
| Roth Financial Partners LLC | 20.28% | Reduce -4.8% | 85,907 | $47.0M |
| Smith Chas P & Associates Pa Cpas | 2.78% | Reduce -0.9% | 85,810 | $47.0M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 2.78% | Add +1829.6% | 85,810 | $47.0M |
| Ensign Peak Advisors, Inc | 0.09% | Reduce -43.0% | 85,726 | $46.9M |
| Agur Provident & Training Funds Management Ltd. | 13.48% | No change | 85,430 | $46.7M |
| ONE Advisory Partners, LLC | 21.49% | Reduce -7.4% | 85,179 | $46.6M |
| Hoxton Planning & Management, LLC | 21.56% | Reduce -5.2% | 84,726 | $46.4M |
| Diversified, LLC | 5.44% | Add +5.8% | 84,678 | $46.3M |
| Parkside Investments, LLC | 7.28% | Add +6.3% | 84,307 | $46.1M |
| Voya Financial Advisors, Inc. | 5.19% | Reduce -9.3% | 83,611 | $45.9M |
| Concurrent Investment Advisors, LLC | 1.51% | Add +4.3% | 83,699 | $45.8M |
| TNF LLC | 16.86% | Reduce -19.2% | 84,132 | $45.8M |
| Kelly Financial Services LLC | 16.30% | Reduce -14.6% | 83,300 | $45.6M |
| PAX Financial Group, LLC | 8.89% | Reduce -11.8% | 83,189 | $45.5M |
| University of Massachusetts Foundation, Inc. | 18.99% | Reduce -6.6% | 82,898 | $45.4M |
| Crestwood Advisors Group, LLC | 0.93% | Reduce -3.4% | 82,329 | $45.1M |
| Pettinga Financial Advisors LLC | 11.29% | Reduce -7.9% | 82,321 | $45.0M |
| Ancora Advisors LLC | 1.12% | Reduce -11.6% | 82,280 | $45.0M |
| TD Capital Management LLC | 4.69% | Reduce -1.3% | 81,877 | $44.8M |
| Affinity Capital Advisors, LLC | 9.41% | Add +11.8% | 81,866 | $44.8M |
| Buska Wealth Management, LLC | 17.77% | Add +7.8% | 81,445 | $44.6M |
| Waterford Advisors, LLC | 18.64% | Add +1.8% | 81,250 | $44.5M |
| Marino, Stram & Associates LLC | 10.82% | Add +0.1% | 80,947 | $44.3M |
| Cranbrook Wealth Management, LLC | 10.89% | Add +4.3% | 80,905 | $44.3M |
| Hollencrest Capital Management | 1.94% | Reduce -0.9% | 80,603 | $44.1M |
| Bluestem Financial Advisors, LLC | 22.24% | Reduce -3.5% | 80,416 | $44.0M |
| Wintrust Investments LLC | 3.58% | Add +3.6% | 80,339 | $44.0M |
| Shelter Ins Retirement Plan | 58.41% | No change | 80,061 | $43.8M |
| EP Wealth Advisors, LLC | 0.47% | Add +0.9% | 80,026 | $43.8M |
| Gladstone Institutional Advisory LLC | 2.28% | Add +1.2% | 79,879 | $43.7M |
| International City Management Association Retirement Corp | 31.88% | Add +26.5% | 79,711 | $43.6M |
| Cornerstone Wealth Management, LLC | 3.33% | Reduce -1.4% | 79,054 | $43.3M |
| SkyView Investment Advisors, LLC | 7.73% | Add +1.5% | 78,975 | $43.2M |
| Progeny 3, Inc. | 4.13% | No change | 78,769 | $43.1M |
| McAlister, Sweet & Associates, Inc. | 30.95% | Add +2.2% | 78,740 | $43.1M |
| Allianz Asset Management GmbH | 0.07% | No change | 78,550 | $43.0M |
| CFS Investment Advisory Services, LLC | 3.49% | New | 78,672 | $43.0M |
| Custos Family Office, LLC | 17.16% | Add +1.1% | 78,526 | $43.0M |
| Keeley-Teton Advisors, LLC | 5.48% | Reduce -0.9% | 78,188 | $42.8M |
| Raymond James Trust N.A. | 1.00% | Add +6.0% | 78,117 | $42.7M |
| Financial Counselors Inc. | 0.69% | Add +3.7% | 78,082 | $42.7M |
| Kelleher Financial Advisors | 17.54% | Add +3.9% | 78,071 | $42.7M |
| Guidance Point Advisors, LLC | 13.92% | Reduce -1.9% | 78,047 | $42.7M |
| Life Line Wealth Management LLC | 16.14% | Reduce -20.6% | 78,061 | $42.7M |
| Watershed Private Wealth LLC | 18.13% | Reduce -5.6% | 77,871 | $42.6M |
| Spreng Capital Management, Inc. | 22.04% | Add +3.0% | 77,757 | $42.6M |
| Securian Asset Management, Inc. | 1.23% | No change | 77,260 | $42.3M |
| Wealth Alliance Advisory Group, LLC | 9.52% | Reduce -10.3% | 77,222 | $42.3M |
| Baron Silver Stevens Financial Advisors, LLC | 8.05% | Add +0.0% | 77,007 | $42.1M |
| Cornerstone Wealth Group, LLC | 3.74% | Add +1.3% | 76,727 | $42.0M |
| Banco Santander, S.A. | 0.52% | Add +2.9% | 76,536 | $41.9M |
| Bluesphere Advisors LLC | 21.30% | Add +1.4% | 76,381 | $41.8M |
| 1900 Wealth Management LLC | 3.89% | Reduce -49.7% | 76,055 | $41.6M |
| Harbour Investments, Inc. | 1.40% | Add +1.4% | 75,826 | $41.5M |
| Concourse Financial Group Securities, Inc. | 2.59% | Reduce -13.1% | 75,704 | $41.4M |
| Patriot Financial Group Insurance Agency, LLC | 6.07% | Add +4.7% | 75,371 | $41.2M |
| Bull Oak Capital, LLC | 26.44% | Add +27.0% | 75,041 | $41.1M |
| AAF Wealth Management, LLC | 21.21% | Add +8.8% | 74,807 | $40.9M |
| Beaumont Asset Management, L.L.C. | 26.19% | Add +3.3% | 74,473 | $40.8M |
| MCF Advisors LLC | 3.07% | Add +2.3% | 74,187 | $40.6M |
| GoalFusion Wealth Management, LLC | 25.10% | Reduce -0.6% | 73,818 | $40.4M |
| Fifth Third Securities, Inc. | 3.73% | Add +12.7% | 73,754 | $40.4M |
| Financial Management Network Inc. | 9.65% | Add +12.5% | 72,061 | $40.2M |
| Clear Creek Financial Management, LLC | 4.86% | Reduce -7.2% | 73,309 | $40.1M |
| Liberty Wealth Management LLC | 7.32% | Add +1086.4% | 1,365,215 | $39.9M |
| Advus Financial Partners, LLC | 12.13% | Reduce -3.4% | 72,744 | $39.8M |
| Coyle Financial Counsel LLC | 14.13% | No change | 75,125 | $39.5M |
| Riverstone Advisors, LLC | 24.15% | Add +0.9% | 71,812 | $39.3M |
| Capital Planning LLC | 11.77% | Add +2.9% | 71,771 | $39.3M |
| Bailard, Inc. | 1.08% | Reduce -0.1% | 71,677 | $39.2M |
| Baltimore-Washington Financial Advisors, Inc. | 2.30% | Add +4.7% | 71,418 | $39.1M |
| Fort Henry Capital, LLC | 27.96% | Add +0.5% | 70,982 | $38.8M |
| SG Americas Securities, LLC | 0.25% | Reduce -23.7% | 70,866 | $38.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.04% | No change | 70,538 | $38.6M |
| Kaye Capital Management | 16.21% | Add +0.8% | 70,354 | $38.5M |
| Bernardo Wealth Planning LLC | 10.30% | Reduce -0.9% | 69,931 | $38.3M |
| NDWM LLC | 33.78% | Add +0.9% | 69,660 | $38.1M |
| TD Waterhouse Canada Inc. | 0.34% | Add +10.1% | 69,495 | $38.1M |
| Rakuten Investment Management, Inc. | 0.25% | Add +0.5% | 69,226 | $38.0M |
| Pps&v Asset Management Consultants, Inc. | 27.21% | Reduce -1.3% | 69,421 | $38.0M |
| Fi3 FINANCIAL ADVISORS, LLC | 16.68% | Add +0.3% | 69,249 | $37.9M |
| Advanced Asset Management Advisors Inc | 10.07% | No change | 69,200 | $37.9M |
| Argent Trust Co | 1.66% | Add +1.4% | 68,864 | $37.7M |
| Sachem Hill LLC | 8.06% | Add +7.6% | 68,674 | $37.6M |
| Stratos Wealth Advisors, LLC | 1.86% | Add +0.9% | 68,556 | $37.5M |
| Ironwood Wealth Management, LLC. | 12.21% | Reduce -8.9% | 68,361 | $37.4M |
| Lakeshore Financial Planning, Inc. | 18.25% | Add +3.5% | 68,310 | $37.4M |
| Evercore Wealth Management, LLC | 0.59% | Reduce -2.5% | 68,058 | $37.2M |
| Lwmg, LLC | 7.84% | Add +8.6% | 67,913 | $37.2M |
| Foster Group, Inc. | 1.44% | Add +5.2% | 67,012 | $36.7M |
| RFG Advisory, LLC | 1.19% | Reduce -8.9% | 66,865 | $36.6M |
| Rossmore Private Capital | 4.80% | Add +1.6% | 66,806 | $36.6M |
| Cornerstone Advisory, LLC | 5.14% | Add +0.7% | 66,729 | $36.5M |
| Meridian Management Co. | 10.03% | Reduce -2.4% | 66,721 | $36.5M |
| Savant Capital, LLC | 0.36% | Reduce -11.0% | 66,261 | $36.3M |
| Aveo Capital Partners, LLC | 4.10% | Add +1.2% | 66,099 | $36.2M |
| Wescott Financial Advisory Group, LLC | 4.20% | Add +2.1% | 66,075 | $36.2M |
| Summit X, LLC | 8.07% | Reduce -8.9% | 65,646 | $36.0M |
| Wedbush Securities Inc. | 1.29% | Add +6.1% | 65,664 | $35.9M |
| Flagstar Securities, Inc. | 9.84% | Reduce -1.7% | 65,662 | $35.9M |
| USA Financial Formulas | 5.79% | Reduce -18.2% | 65,291 | $35.7M |
| KFA Private Wealth Group, LLC | 18.47% | Reduce -47.4% | 65,195 | $35.7M |
| Stonebridge Capital Advisors LLC | 3.13% | Add +11.0% | 65,111 | $35.6M |
| Elevation Point Wealth Partners, LLC | 2.80% | Reduce -11.2% | 64,598 | $35.3M |
| Benjamin F. Edwards & Company, Inc. | 0.62% | Reduce -13.3% | 64,528 | $35.3M |
| Alpha Financial Partners LLC | 30.53% | Reduce -3.2% | 64,440 | $35.3M |
| WealthShield Partners, LLC | 5.37% | Reduce -13.6% | 64,428 | $35.3M |
| Waterloo Capital, L.P. | 4.23% | Add +10.1% | 64,319 | $35.2M |
| Norris Perne & French LLP | 2.55% | Reduce -0.1% | 64,012 | $35.0M |
| Integris Wealth Management, LLC | 10.12% | Reduce -5.2% | 64,007 | $35.0M |
| Hennion & Walsh Asset Management, Inc. | 1.79% | Reduce -0.6% | 63,776 | $34.9M |
| Rehmann Capital Advisory Group | 2.49% | Reduce -1.8% | 63,414 | $34.7M |
| JFS Wealth Advisors, LLC | 2.74% | Add +2.2% | 63,381 | $34.7M |
| Washington Trust Bank | 3.42% | Reduce -1.2% | 63,278 | $34.6M |
| Cypress Wealth Services, LLC | 7.68% | Reduce -3.4% | 63,057 | $34.5M |
| Portland Global Advisors LLC | 4.62% | Add +4.1% | 62,242 | $34.1M |
| Wealth Quarterback LLC | 19.30% | Add +10.7% | 62,230 | $34.1M |
| Sovereign Investment Advisors, LLC | 12.68% | Reduce -0.3% | 71,219 | $34.0M |
| Enzi Wealth | 14.94% | Reduce -1.8% | 60,868 | $33.9M |
| Edge Capital Group, LLC | 1.64% | Add +6.0% | 62,030 | $33.9M |
| Eldridge Investment Advisors, Inc. | 8.55% | Reduce -2.8% | 62,004 | $33.9M |
| First Financial Bank - Trust Division | 3.33% | Add +12.9% | 61,831 | $33.8M |
| Dorsey & Whitney Trust CO LLC | 2.33% | Add +7.2% | 61,583 | $33.7M |
| Morris Financial Concepts, Inc. | 16.08% | Add +7.6% | 61,388 | $33.6M |
| FinTrust Capital Advisors, LLC | 6.12% | Add +2.6% | 61,365 | $33.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 2.57% | Reduce -5.5% | 60,940 | $33.3M |
| Halpern Financial, Inc. | 9.14% | Reduce -1.4% | 60,800 | $33.3M |
| Prospera Financial Services Inc | 0.92% | Reduce -32.4% | 60,463 | $33.1M |
| Valmark Advisers, Inc. | 0.56% | Add +10.7% | 60,014 | $32.8M |
| Bellwether Advisors, LLC | 6.89% | Reduce -0.1% | 60,011 | $32.8M |
| Cypress Financial Planning LLC | 13.74% | Add +1.6% | 60,006 | $32.8M |
| Independent Financial Group, LLC | 1.32% | Add +15.3% | 60,004 | $32.8M |
| Capital Advisors Wealth Management, LLC | 6.49% | Add +1.7% | 60,004 | $32.8M |
| Snider Financial Group | 12.67% | Add +28.0% | 59,985 | $32.8M |
| Colonial Trust Advisors | 3.14% | Add +0.6% | 59,950 | $32.8M |
| Novare Capital Management LLC | 2.95% | Add +4.5% | 59,854 | $32.8M |
| Coastline Trust Co | 3.82% | Add +1.9% | 59,577 | $32.6M |
| Fermata Advisors, LLC | 7.47% | Reduce -0.5% | 59,444 | $32.5M |
| Asio Capital, LLC | 6.65% | Add +20.2% | 59,422 | $32.5M |
| JTC Employer Solutions Trustee Ltd | 2.17% | No change | 59,394 | $32.5M |
| Exencial Wealth Advisors, LLC | 1.22% | Reduce -9.8% | 59,026 | $32.3M |
| Greenup Street Wealth Management LLC | 7.56% | Reduce -5.6% | 58,694 | $32.1M |
| New Vernon Capital Holdings II LLC | 17.27% | Add +19.3% | 58,513 | $32.0M |
| Drive Wealth Management, LLC | 8.61% | Add +8.6% | 58,322 | $31.9M |
| Howe & Rusling Inc. | 2.90% | Add +10.2% | 58,181 | $31.8M |
| IHT Wealth Management, LLC | 1.19% | Add +5.2% | 58,083 | $31.8M |
| Beacon Investment Advisory Services, Inc. | 1.36% | Reduce -1.5% | 58,070 | $31.8M |
| Chicago Partners Investment Group LLC | 1.23% | Add +1.8% | 58,230 | $31.7M |
| NRI Wealth Management LC | 24.54% | Add +0.3% | 57,863 | $31.7M |
| Fidelis Capital Partners, LLC | 4.51% | Add +3.8% | 60,689 | $31.6M |
| Capital Investment Advisors, LLC | 0.71% | Add +12.3% | 57,762 | $31.6M |
| Windsor Capital Management, LLC | 9.73% | Add +3.2% | 57,474 | $31.5M |
| Ashton Thomas Securities, LLC | 7.58% | — | 56,229 | $31.4M |
| Lantz Financial LLC | 9.77% | Reduce -3.2% | 57,459 | $31.4M |
| Avondale Wealth Management | 21.38% | Add +1.0% | 57,172 | $31.3M |
| Kanawha Capital Management LLC | 2.42% | Add +2.1% | 56,511 | $30.9M |
| University of Wisconsin Foundation | 34.71% | Add +1.6% | 56,348 | $30.8M |
| FOCUS Wealth Advisors, LLC | 15.82% | Reduce -2.2% | 56,324 | $30.8M |
| Compound Planning, Inc. | 2.28% | Add +34.3% | 56,280 | $30.8M |
| Rain Capital Management, LLC | 21.69% | Reduce -1.2% | 58,114 | $30.8M |
| Pinnacle Financial Partners Inc | 0.66% | Add +5.0% | 56,926 | $30.7M |
| Keystone Wealth Services, LLC | 9.55% | Add +2.4% | 56,106 | $30.7M |
| Barclays PLC | 0.01% | Reduce -87.7% | 56,035 | $30.7M |
| Beacon Financial Planning, Inc. | 20.74% | Reduce -2.7% | 55,821 | $30.5M |
| Arkansas Financial Group, Inc. | 5.43% | Add +7.8% | 55,722 | $30.5M |
| Somnio Financial Group, LLC | 26.90% | — | 55,706 | $30.5M |
| Bryant Woods Investment Advisors, LLC | 22.07% | Reduce -30.4% | 70,623 | $30.3M |
| Camelot Technology Advisors, Inc. | 28.07% | Reduce -0.1% | 55,085 | $30.1M |
| Verus Capital Partners, LLC | 3.12% | Reduce -8.9% | 55,133 | $30.1M |
| Next Capital Management LLC | 12.63% | Add +2.9% | 54,725 | $29.9M |
| Boulder Wealth Advisors, LLC | 17.39% | Add +2.3% | 54,474 | $29.8M |
| Sheets Smith Wealth Management | 3.55% | Add +2.4% | 54,218 | $29.7M |
| PACK Private Wealth, LLC | 18.36% | Add +0.6% | 53,991 | $29.5M |
| Verger Capital Management LLC | 15.06% | Reduce -5.4% | 53,974 | $29.5M |
| David J Yvars Group | 18.46% | Add +0.4% | 53,919 | $29.5M |
| National Bank of Canada | 0.05% | Reduce -7.4% | 53,745 | $29.4M |
| Commonwealth Financial Services, LLC | 6.02% | Reduce -16.9% | 52,566 | $29.4M |
| Orin Green Financial, LLC | 13.49% | New | 53,524 | $29.3M |
| WCG Wealth Advisors LLC | 2.17% | Reduce -26.7% | 53,518 | $29.3M |
| Vertex Planning Partners, LLC | 7.58% | Add +0.5% | 53,353 | $29.2M |
| US Financial Advisors, LLC | 9.76% | Reduce -6.4% | 53,188 | $29.1M |
| Continuum Wealth Advisors, LLC | 15.31% | Add +26.7% | 53,158 | $29.1M |
| PFG Private Wealth Management, LLC | 17.60% | Add +0.4% | 53,041 | $29.0M |
| WealthBridge Capital Management, LLC | 9.53% | Add +1.3% | 52,620 | $28.8M |
| Beacon Financial Group | 3.28% | Add +10.7% | 52,576 | $28.8M |
| Trek Financial, LLC | 2.28% | Reduce -18.1% | 52,542 | $28.8M |
| Waller Financial Planning Group, Inc. | 7.72% | Add +0.3% | 52,499 | $28.7M |
| Saiph Capital, LLC | 12.81% | Add +1.1% | 52,470 | $28.7M |
| Signaturefd, LLC | 0.58% | Add +0.7% | 52,341 | $28.6M |
| Ballew Advisors, Inc | 18.92% | Reduce -0.2% | 50,579 | $28.6M |
| Middleton & Co. Inc. | 3.30% | Add +1.3% | 51,829 | $28.4M |
| Evermay Wealth Management LLC | 4.54% | Reduce -0.3% | 51,722 | $28.3M |
| First National Bank of Hutchinson | 18.06% | Reduce -1.3% | 51,685 | $28.3M |
| Compass Financial Group, Inc. | 13.93% | Add +0.1% | 50,194 | $28.0M |
| Cascade Financial Partners, LLC | 3.68% | Reduce -0.3% | 51,129 | $28.0M |
| ZynergyRetirementPlanningLLC | 21.42% | — | 51,127 | $28.0M |
| RiverGlades Family Offices LLC | 21.68% | Reduce -0.1% | 50,965 | $27.9M |
| Monumental Financial Group Inc. | 12.11% | Add +12.9% | 50,729 | $27.8M |
| Sage Advisory Services, Ltd.Co. | 7.79% | Reduce -38.8% | 50,681 | $27.7M |
| Corepath Wealth Partners LLC | 28.98% | Reduce -1.7% | 49,200 | $27.5M |
| Gradient Capital Advisors, LLC | 9.82% | Reduce -3.8% | 50,190 | $27.5M |
| Elk River Wealth Management LLC | 5.36% | Add +0.8% | 50,043 | $27.4M |
| Titan Global Capital Management USA LLC | 4.36% | Add +15.3% | 49,999 | $27.4M |
| Intrepid Financial Planning Group LLC | 11.71% | Reduce -1.6% | 49,861 | $27.3M |
| TBH Global Asset Management, LLC | 6.05% | Reduce -6.5% | 49,781 | $27.2M |
| Peapack Gladstone Financial Corp. | 0.42% | Add +8.2% | 49,764 | $27.2M |
| IFP Advisors, Inc | 1.08% | Reduce -11.1% | 49,609 | $27.1M |
| Private Ocean, LLC | 2.37% | Add +97.8% | 49,172 | $26.9M |
| Verus Financial Partners, Inc. | 3.13% | Reduce -1.8% | 49,130 | $26.9M |
| William Howard & Co Financial Advisors Inc | 24.75% | Reduce -1.1% | 48,953 | $26.8M |
| Trilogy Capital Inc. | 1.45% | Reduce -2.0% | 48,947 | $26.8M |
| Cornerstone Advisors Asset Management, LLC | 7.53% | Reduce -1.2% | 48,708 | $26.7M |
| Cobblestone Asset Management LLC | 17.24% | Reduce -19.9% | 48,632 | $26.6M |
| Sandy Cove Advisors, LLC | 11.81% | Add +5.4% | 48,478 | $26.5M |
| Bay Harbor Wealth Management, LLC | 9.21% | Reduce -14.9% | 48,289 | $26.4M |
| JGP Wealth Management, LLC | 3.75% | Add +260.2% | 48,016 | $26.3M |
| Mill Creek Capital Advisors, LLC | 0.67% | Add +27.4% | 47,846 | $26.2M |
| One Capital Management, LLC | 0.89% | Add +5.2% | 47,744 | $26.1M |
| River Wealth Advisors LLC | 3.74% | Add +3.5% | 47,649 | $26.1M |
| SWS Partners | 7.70% | Reduce -3.2% | 47,064 | $25.8M |
| Vestor Capital, LLC | 2.07% | Reduce -2.3% | 46,904 | $25.7M |
| SouthState Bank Corp | 1.87% | Add +2.4% | 46,752 | $25.6M |
| High Note Wealth, LLC | 7.81% | Add +20.0% | 46,716 | $25.6M |
| One Wealth Management Investment & Advisory Services, LLC | 10.20% | Reduce -10.8% | 46,672 | $25.5M |
| Scotia Capital Inc. | 0.15% | Reduce -2.4% | 46,595 | $25.5M |
| Fort Point Capital Partners LLC | 3.26% | Add +2.0% | 46,464 | $25.4M |
| Shared Vision Wealth Group LLC | 14.79% | Reduce -16.2% | 46,445 | $25.4M |
| Leverty Financial Group, LLC | 15.04% | Reduce -0.8% | 46,440 | $25.4M |
| Rothschild Wealth LLC | 8.23% | Reduce -14.5% | 46,316 | $25.3M |
| NorthLanding Financial Partners, LLC | 26.73% | Add +3.2% | 46,303 | $25.3M |
| Syon Capital LLC | 2.32% | Reduce -1.0% | 46,006 | $25.2M |
| Bare Financial Services, Inc | 13.23% | Add +70.8% | 45,464 | $25.2M |
| AdvisorNet Financial, Inc | 2.27% | Add +13.5% | 45,676 | $25.0M |
| Birch Hill Investment Advisors LLC | 1.21% | Add +0.3% | 45,592 | $24.9M |
| Vivid Wealth Management, LLC | 13.96% | Add +6.0% | 45,567 | $24.9M |
| MRA Advisory Group | 14.21% | Add +19.6% | 45,392 | $24.8M |
| Moody National Bank Trust Division | 1.93% | No change | 45,275 | $24.8M |
| Boston Financial Mangement LLC | 0.78% | Reduce -6.1% | 44,871 | $24.6M |
| Cynosure Group, LLC | 3.94% | Reduce -0.1% | 44,862 | $24.5M |
| Aspen Grove Capital, LLC | 5.78% | No change | 44,838 | $24.5M |
| Adaptive Financial Consulting, LLC | 10.62% | Add +0.9% | 44,757 | $24.5M |
| Charles Schwab Trust Co | 2.26% | Reduce -7.7% | 44,700 | $24.5M |
| Adams Wealth Management | 5.60% | Add +0.3% | 44,475 | $24.3M |
| CacheTech Inc. | 5.60% | — | 44,475 | $24.3M |
| Greenwood Capital Associates LLC | 3.20% | Reduce -8.3% | 44,451 | $24.3M |
| German American Bancorp, Inc. | 2.78% | Add +2286.1% | 44,309 | $24.2M |
| CreativeOne Wealth, LLC | 1.23% | Reduce -16.7% | 44,192 | $24.2M |
| Interactive Financial Advisors, Inc. | 13.31% | Reduce -10.8% | 44,152 | $24.2M |
| Obsidian Cio, LLC | 5.73% | Reduce -5.6% | 44,032 | $24.1M |
| Wealthcare Advisory Partners LLC | 0.75% | Reduce -3.0% | 44,012 | $24.1M |
| Eq LLC | 14.42% | Reduce -9.5% | 43,999 | $24.1M |
| New Insight Wealth Advisors | 14.07% | Add +16.9% | 43,671 | $23.9M |
| IAG Wealth Partners, LLC | 4.79% | Reduce -0.6% | 43,571 | $23.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.45% | Add +6.2% | 43,346 | $23.7M |
| Gimbal Financial | 17.31% | Add +1.0% | 42,048 | $23.5M |
| Valley Financial Group, Inc. | 17.23% | Add +4.9% | 42,840 | $23.4M |
| Members Wealth LLC | 15.69% | — | 37,529 | $23.4M |
| Diversify Advisory Services, LLC | 1.28% | Reduce -24.2% | 41,830 | $23.4M |
| AlTi Global, Inc. | 0.63% | Add +0.2% | 42,631 | $23.3M |
| Summit Financial, LLC | 1.06% | Add +2.4% | 42,542 | $23.3M |
| Legacy Advisors, LLC | 2.83% | Add +1.2% | 42,480 | $23.2M |
| Buffington Mohr McNeal | 4.07% | Add +9.2% | 42,397 | $23.2M |
| Soltis Investment Advisors LLC | 2.44% | Add +5.7% | 42,186 | $23.1M |
| Sparta 24 Ltd. | 20.48% | Reduce -22.8% | 42,061 | $23.0M |
| CIBC Asset Management Inc | 0.08% | No change | 41,650 | $22.8M |
| PCA Investment Advisory Services Inc. | 11.90% | Reduce -3.1% | 41,518 | $22.7M |
| JMG Financial Group, Ltd. | 0.84% | Reduce -1.5% | 41,256 | $22.6M |
| Fortitude Family Office, LLC | 12.80% | Add +18.2% | 41,255 | $22.6M |
| Kapstone Financial Advisors LLC | 14.74% | Add +7.0% | 41,084 | $22.5M |
| Good Life Advisors, LLC | 1.85% | Add +24.3% | 41,077 | $22.5M |
| ACT Advisors, LLC. | 11.69% | Reduce -0.6% | 41,013 | $22.4M |
| Diversified Trust Co. | 0.63% | Reduce -22.8% | 40,857 | $22.4M |
| Nova R Wealth, Inc. | 11.51% | Add +2.9% | 40,811 | $22.3M |
| Moller Wealth Partners | 5.96% | Add +6.7% | 40,795 | $22.3M |
| Sanchez Wealth Management Group | 7.23% | Reduce -0.1% | 40,772 | $22.3M |
| Boston Mountain Money Management Inc. | 14.71% | Add +0.8% | 40,745 | $22.3M |
| Sterling Investment Advisors LLC | 13.46% | Reduce -9.5% | 40,288 | $22.0M |
| Cadinha & Co. LLC | 4.08% | Reduce -2.0% | 40,206 | $22.0M |
| Roger Wittlin Investment Advisory, LLC | 14.12% | Add +24.2% | 40,191 | $22.0M |
| Adapt Wealth Advisors, LLC | 13.77% | Add +4.4% | 40,168 | $22.0M |
| Prairieview Wealth Partners, LLC | 18.72% | Add +0.4% | 40,152 | $22.0M |
| Riverpoint Wealth Management Holdings, LLC | 6.09% | Reduce -0.1% | 40,069 | $21.9M |
| Avaii Wealth Management, LLC | 12.15% | Add +4.3% | 40,049 | $21.9M |
| Synovus Financial Corp. | 0.29% | Reduce -6.2% | 40,019 | $21.9M |
| U.S. Capital Wealth Advisors, LLC | 0.84% | Add +1.5% | 40,010 | $21.9M |
| Wealth Dimensions Group, Ltd. | 6.24% | Reduce -0.2% | 39,981 | $21.9M |
| Durante & Waters, LLC | 19.45% | Reduce -1.2% | 39,933 | $21.9M |
| Kingsview Wealth Management, LLC | 0.52% | Add +19.3% | 39,861 | $21.8M |
| Dimension Capital Management LLC | 4.39% | Add +0.0% | 39,431 | $21.6M |
| Pacific Financial Group Inc. | 15.27% | Reduce -5.2% | 39,370 | $21.5M |
| Brighton Jones LLC | 0.71% | Reduce -0.3% | 39,056 | $21.4M |
| Vantage Financial Partners, LLC | 5.55% | Add +3.6% | 39,045 | $21.4M |
| Marquette Associates, Inc. | 16.08% | Add +0.2% | 38,999 | $21.3M |
| Arvest Investments, Inc. | 3.42% | Reduce -3.9% | 38,945 | $21.3M |
| McAdam, LLC | 1.28% | Add +1.9% | 38,911 | $21.3M |
| Essex Financial Services, Inc. | 1.58% | Add +73.9% | 39,895 | $21.3M |
| New England Asset Management Inc. | 3.70% | Reduce -50.3% | 38,860 | $21.3M |
| Ashton Thomas Private Wealth, LLC | 1.17% | Reduce -15.7% | 38,790 | $21.2M |
| Acima Private Wealth, LLC | 7.78% | Reduce -0.3% | 38,715 | $21.2M |
| Madrona Financial Services, LLC | 6.48% | Reduce -21.0% | 38,537 | $21.1M |
| Human Investing LLC | 4.09% | Reduce -0.3% | 38,443 | $21.0M |
| Diversified Portfolios, Inc. | 2.77% | Reduce -0.7% | 38,379 | $21.0M |
| Peak Planning Group, LLC | 10.32% | Add +15.4% | 38,362 | $21.0M |
| Pennsylvania Capital Management Inc. | 8.11% | Add +5.1% | 38,350 | $21.0M |
| London Co. of Virginia | 0.12% | Reduce -13.3% | 38,272 | $20.9M |
| Stevens Capital Partners | 10.73% | Add +14.9% | 37,981 | $20.8M |
| VERITY Wealth Advisors | 15.56% | Reduce -0.2% | 37,949 | $20.8M |
| Sunbelt Securities, Inc. | 2.12% | Reduce -0.7% | 37,861 | $20.7M |
| Creekmur Asset Management LLC | 5.33% | Add +13.6% | 37,728 | $20.6M |
| Source Financial Advisors LLC | 6.33% | Reduce -10.0% | 37,620 | $20.6M |
| True Vision MN LLC | 13.36% | Reduce -12.5% | 37,585 | $20.6M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.55% | Add +4315.1% | 37,528 | $20.5M |
| AQR Capital Management | 0.03% | Add +39.1% | 37,457 | $20.5M |
| Waterway Wealth Management, LLC | 10.05% | Reduce -19.8% | 37,440 | $20.5M |
| Elm Partners Management LLC | 1.57% | Add +1.0% | 37,357 | $20.4M |
| Nadler Financial Group, Inc. | 2.40% | Add +7.3% | 37,261 | $20.4M |
| Flagship Private Wealth, LLC | 11.86% | Add +12.5% | 36,603 | $20.0M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2.35% | Reduce -16.3% | 36,520 | $20.0M |
| SWP Financial LLC | 13.18% | Add +1.4% | 36,454 | $19.9M |
| Vermillion & White Wealth Management Group, LLC | 14.99% | Add +0.7% | 36,400 | $19.9M |
| Certified Advisory Corp | 2.48% | Add +2.2% | 36,091 | $19.8M |
| GenWealth Group, Inc. | 4.85% | Add +0.7% | 35,989 | $19.7M |
| Hubbell Strickland Wealth Management, LLC | 9.84% | Reduce -0.2% | 35,834 | $19.6M |
| Holland Advisory Services, Inc. | 24.13% | Reduce -9.2% | 35,680 | $19.5M |
| ETF Store, Inc. | 20.05% | Reduce -44.3% | 35,520 | $19.4M |
| Maxwell Wealth Strategies Inc. | 9.52% | Reduce -2.8% | 35,516 | $19.4M |
| RFP Financial Group LLC | 7.15% | Add +8.0% | 35,298 | $19.3M |
| Lynch & Associates | 4.35% | Reduce -0.6% | 35,297 | $19.3M |
| Client First Capital LLC | 11.61% | Add +13.4% | 35,227 | $19.3M |
| Naples Global Advisors, LLC | 1.93% | Add +3.7% | 35,121 | $19.2M |
| Hilltop Wealth Advisors, LLC | 9.64% | Reduce -1.2% | 35,110 | $19.2M |
| Hoese & Co LLP | 16.76% | Add +0.3% | 36,226 | $19.2M |
| Eley Financial Management, Inc | 8.12% | Reduce -0.3% | 35,022 | $19.2M |
| Pure Financial Advisors, LLC | 0.53% | Reduce -1.8% | 35,010 | $19.2M |
| Sageworth Trust Co | 1.20% | Add +13.4% | 34,696 | $19.0M |
| DeDora Capital, Inc. | 5.83% | Add +3.5% | 34,673 | $19.0M |
| Peoples Bank | 9.84% | Add +12.6% | 34,664 | $19.0M |
| Grove Bank & Trust | 3.04% | Add +8.3% | 34,648 | $19.0M |
| One Wealth Advisors, LLC | 4.06% | Add +5.3% | 35,367 | $19.0M |
| Bleakley Financial Group, LLC | 0.55% | Reduce -0.3% | 34,606 | $18.9M |
| Great Valley Advisor Group, Inc. | 0.53% | Add +10.2% | 34,581 | $18.9M |
| Grey Ledge Advisors, LLC | 5.16% | Add +5.4% | 34,525 | $18.9M |
| HCR Wealth Advisors | 2.70% | Add +2.8% | 34,502 | $18.9M |
| TAGStone Capital, Inc. | 10.70% | Add +0.5% | 34,494 | $18.9M |
| Bradley Foster & Sargent Inc. | 0.34% | Add +2.6% | 34,338 | $18.8M |
| Apeiron RIA LLC | 5.72% | Reduce -3.3% | 34,154 | $18.7M |
| Peddock Capital Advisors, LLC | 4.81% | Add +5.0% | 34,128 | $18.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.93% | Add +8.5% | 34,006 | $18.6M |
| Abound Wealth Management | 6.85% | Reduce -0.6% | 33,944 | $18.6M |
| Kraft, Davis & Associates, LLC | 5.62% | Add +0.6% | 33,876 | $18.5M |
| Shufro Rose & Co. LLC | 1.51% | Add +48.6% | 33,823 | $18.5M |
| Richwood Investment Advisors, LLC | 16.19% | Add +1.0% | 33,764 | $18.5M |
| First National Trust Co | 0.76% | Reduce -0.5% | 33,744 | $18.5M |
| GDS Wealth Management | 2.03% | Reduce -42.0% | 33,739 | $18.5M |
| Alliance Wealth Management Group | 5.27% | Add +7.9% | 33,730 | $18.5M |
| Southern Capital Advisors, LLC | 11.39% | Add +0.7% | 33,707 | $18.4M |
| Cambridge Associates LLC /Ma/ | 0.85% | Reduce -81.7% | 33,678 | $18.4M |
| Fulton Bank, N.A. | 0.74% | Reduce -6.5% | 33,490 | $18.3M |
| 4J Wealth Management LLC | 15.10% | Add +33.9% | 33,382 | $18.3M |
| Wick Capital Partners, LLC | 6.34% | New | 33,358 | $18.3M |
| Market Street Wealth Management Advisors LLC | 3.10% | Reduce -2.1% | 32,986 | $18.1M |
| Stratos Investment Management, LLC | 1.49% | Add +0.5% | 32,967 | $18.0M |
| Pinnacle Family Advisors, LLC | 9.97% | Reduce -14.6% | 32,956 | $18.0M |
| Van Hulzen Asset Management, LLC | 1.21% | Add +1.3% | 32,884 | $18.0M |
| Northstar Advisory Group, LLC | 10.32% | Reduce -2.0% | 32,786 | $17.9M |
| Mycio Wealth Partners, LLC | 4.57% | Add +0.1% | 32,706 | $17.9M |
| Willis Johnson & Associates, Inc. | 1.46% | Add +7.9% | 32,559 | $17.8M |
| CVA Family Office, LLC | 3.20% | Add +1.8% | 32,522 | $17.8M |
| Stephenson & Company, Inc. | 13.19% | Reduce -0.5% | 32,510 | $17.8M |
| Boston Research & Management Inc. | 4.49% | Reduce -0.8% | 32,475 | $17.8M |
| Western Wealth Management, LLC | 1.32% | Add +1.1% | 32,412 | $17.7M |
| Modern Wealth Management, LLC | 1.31% | Add +13.2% | 32,357 | $17.7M |
| JDM Financial Group LLC | 11.93% | Add +0.2% | 32,267 | $17.7M |
| World Investment Advisors | 1.10% | Add +1112.0% | 32,262 | $17.7M |
| Csenge Advisory Group | 0.99% | Reduce -26.9% | 32,035 | $17.5M |
| Sovereign Financial Group, Inc. | 4.37% | Add +1.9% | 32,018 | $17.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.07% | Reduce -9.9% | 28,472 | $17.5M |
| Centennial Wealth Advisory LLC | 7.53% | Add +2.0% | 31,743 | $17.4M |
| Natixis Advisors, LLC | 0.04% | Reduce -60.9% | 31,686 | $17.3M |
| Walkner Condon Financial Advisors LLC | 3.73% | Add +0.7% | 31,630 | $17.3M |
| Axxcess Wealth Management, LLC | 0.47% | Add +14.5% | 31,621 | $17.3M |
| Aspen Wealth Strategies, LLC | 12.02% | Add +0.5% | 30,854 | $17.3M |
| Gray Wealth Management Inc. | 7.44% | Add +1.1% | 31,521 | $17.2M |
| CBIZ Investment Advisory Services, LLC | 0.97% | Add +8.0% | 31,443 | $17.2M |
| Passaic Partners LLC | 2.53% | Reduce -12.8% | 31,431 | $17.2M |
| Transcend Capital Advisors, LLC | 1.24% | Add +1.9% | 31,218 | $17.1M |
| Coordinated Financial Services, Inc. | 14.83% | Add +0.1% | 31,208 | $17.1M |
| Disciplina Capital Management LLC | 2.81% | Add +694.5% | 317,326 | $17.0M |
| Atwater Malick LLC | 5.85% | Add +683.0% | 31,032 | $17.0M |
| Element Wealth, LLC | 9.55% | Reduce -17.4% | 30,989 | $17.0M |
| Strategic Investment Management, LLC | 18.15% | No change | 30,712 | $17.0M |
| Scissortail Wealth Management, LLC | 4.32% | Add +0.6% | 30,943 | $16.9M |
| Emergent Wealth Advisors, LLC | 13.58% | Add +5.0% | 30,375 | $16.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -41.7% | 30,823 | $16.9M |
| Oarsman Capital, Inc. | 3.71% | Add +3.3% | 30,811 | $16.9M |
| Asset Management Group, Inc. | 2.55% | Add +1.5% | 30,724 | $16.8M |
| Capital Insight Partners, LLC | 3.17% | Add +0.0% | 30,697 | $16.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.50% | Add +68.9% | 30,602 | $16.7M |
| Armor Investment Advisors, LLC | 7.68% | Add +74.7% | 30,412 | $16.6M |
| Chesley Taft & Associates LLC | 0.83% | Add +13.4% | 30,334 | $16.6M |
| Vestmark Advisory Solutions, Inc. | 0.69% | Add +38.3% | 30,203 | $16.5M |
| Spectrum Strategic Capital Management, LLC | 12.05% | Add +18.9% | 30,105 | $16.5M |
| Hudson Bay Capital Management LP | 0.14% | Reduce -21.0% | 30,100 | $16.5M |
| Toews Corp. | 2.71% | Add +172.7% | 30,000 | $16.4M |
| GTS Securities LLC | 0.34% | Reduce -72.3% | 30,000 | $16.4M |
| Legal & General Group Plc | 0.00% | New | 30,000 | $16.4M |
| Praetorian Wealth Management, Inc. | 4.20% | Add +2.2% | 29,960 | $16.4M |
| Trademark Financial Management, LLC | 13.25% | Reduce -0.6% | 29,743 | $16.3M |
| Chemung Canal Trust Co. | 3.15% | Add +77.6% | 29,717 | $16.3M |
| Acropolis Investment Management, LLC | 1.02% | Reduce -0.5% | 29,604 | $16.2M |
| Pallas Capital Advisors LLC | 0.73% | Add +0.6% | 29,144 | $16.2M |
| Retirement Systems of Alabama | 0.06% | Reduce -3.4% | 29,489 | $16.1M |
| Ade, LLC | 10.82% | Reduce -1.1% | 29,289 | $16.0M |
| Quantinno Capital Management LP | 0.29% | Add +3.7% | 29,143 | $15.9M |
| Ironwood Wealth Management, Inc. | 8.04% | Reduce -0.5% | 28,392 | $15.9M |
| Axiom Financial Strategies, LLC | 10.30% | Reduce -1.2% | 28,970 | $15.9M |
| Arkadios Wealth Advisors | 1.07% | Add +186.6% | 28,927 | $15.8M |
| Hengehold Capital Management LLC | 1.65% | Add +5.2% | 28,927 | $15.8M |
| Waldron Private Wealth LLC | 0.71% | Reduce -17.6% | 28,916 | $15.8M |
| Madison Wealth Partners, Inc | 5.43% | Reduce -4.1% | 28,911 | $15.8M |
| Signature Estate & Investment Advisors LLC | 0.39% | Add +1456.2% | 28,665 | $15.7M |
| Evernest Financial Advisors, LLC | 7.01% | Reduce -1.9% | 28,597 | $15.6M |
| Taylor & Morgan Wealth Management, LLC | 11.01% | Add +3.3% | 28,453 | $15.6M |
| Smith Shellnut Wilson LLC | 7.54% | Reduce -5.7% | 28,371 | $15.5M |
| BCGM Wealth Management, LLC | 5.38% | Reduce -1.4% | 28,368 | $15.5M |
| Gateway Wealth Partners, LLC | 4.69% | Add +6.0% | 28,364 | $15.5M |
| United Community Bank | 6.26% | Reduce -27.0% | 28,310 | $15.5M |
| TSA Wealth Managment LLC | 6.59% | Reduce -31.1% | 28,249 | $15.5M |
| Fairway Wealth LLC | 9.09% | Add +0.3% | 28,191 | $15.4M |
| Blueprint Investment Partners LLC | 3.33% | Reduce -7.1% | 28,106 | $15.4M |
| Parsons Capital Management Inc. | 1.04% | Add +0.6% | 27,934 | $15.3M |
| Catalyst Private Wealth, LLC | 8.06% | Reduce -29.4% | 27,833 | $15.2M |
| Cary Street Partners Investment Advisory LLC | 0.61% | Add +27.2% | 27,678 | $15.1M |
| Moisand Fitzgerald Tamayo, LLC | 2.26% | Reduce -3.9% | 27,596 | $15.1M |
| WBH Advisory Inc. | 1.53% | Add +3.7% | 27,591 | $15.1M |
| Buck Wealth Strategies, LLC | 4.44% | Add +2545.8% | 27,490 | $15.0M |
| Altus Wealth Group LLC | 7.52% | Add +50.4% | 27,430 | $15.0M |
| Fusion Family Wealth, LLC | 1.53% | Reduce -1.1% | 27,416 | $15.0M |
| Thomasville National Bank | 1.20% | Add +1.2% | 27,407 | $15.0M |
| XML Financial, LLC | 1.50% | Add +15.6% | 27,194 | $14.9M |
| 4Thought Financial Group Inc. | 9.24% | Reduce -10.7% | 27,176 | $14.9M |
| Focus Partners Advisor Solutions, LLC | 0.39% | Add +10.3% | 27,172 | $14.9M |
| Fulcrum Capital LLC | 3.38% | Reduce -0.3% | 27,127 | $14.8M |
| Steel Grove Capital Advisors, LLC | 2.05% | Reduce -6.5% | 27,116 | $14.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.48% | Add +0.0% | 27,102 | $14.8M |
| Highview Capital Management LLC | 6.16% | Reduce -1.5% | 27,090 | $14.8M |
| Canal Capital Management, LLC | 2.53% | Add +10.5% | 27,069 | $14.8M |
| Northwest Bancshares, Inc. | 2.52% | Reduce -11.0% | 27,062 | $14.8M |
| SIMA Wealth Partners, LLC | 14.11% | — | 27,053 | $14.8M |
| Destiny Capital Corp | 10.10% | Add +0.3% | 27,007 | $14.8M |
| Verum Partners LLC | 4.77% | Reduce -3.1% | 26,906 | $14.7M |
| MassMutual Private Wealth & Trust, FSB | 0.45% | Add +4.4% | 26,802 | $14.7M |
| Frontier Asset Management, LLC | 5.31% | Reduce -1.0% | 26,761 | $14.6M |
| Sierra Capital LLC | 1.95% | Reduce -24.8% | 26,730 | $14.6M |
| AlphaMark Advisors, LLC | 5.07% | Reduce -1.1% | 26,644 | $14.6M |
| Broadview Financial Management, LLC | 10.60% | Reduce -2.7% | 26,583 | $14.5M |
| Bank Pictet & Cie (Europe) AG | 0.35% | No change | 26,540 | $14.5M |
| Hardy Reed LLC | 1.46% | Add +0.9% | 26,495 | $14.5M |
| SpiderRock Advisors, LLC | 0.38% | Add +40.6% | 26,424 | $14.5M |
| BTC Capital Management, Inc. | 1.33% | Reduce -1.8% | 26,094 | $14.3M |
| Trifecta Capital Advisors, LLC | 3.16% | Add +0.0% | 26,049 | $14.3M |
| Founders Financial Securities LLC | 1.34% | Add +7.2% | 25,925 | $14.2M |
| Vanguard Group Inc. | 0.00% | Add +4.9% | 25,906 | $14.2M |
| Orion Capital Management LLC | 7.45% | Add +0.8% | 25,862 | $14.2M |
| VeraBank, N.A. | 4.39% | Add +2.1% | 25,824 | $14.1M |
| Brown Wealth Management, LLC | 5.67% | Reduce -2.0% | 25,720 | $14.1M |
| ORG Partners LLC | 1.75% | New | 25,612 | $14.1M |
| Harbor Group, Inc. | 3.60% | Add +4.3% | 25,686 | $14.1M |
| Anderson Hoagland & Co. | 1.47% | Reduce -1.9% | 25,053 | $14.0M |
| Lutz Financial Services LLC | 1.22% | Reduce -4.6% | 25,580 | $14.0M |
| Wesbanco Bank Inc. | 0.52% | Add +0.2% | 25,570 | $14.0M |
| Legacy Edge Advisors, LLC | 2.58% | Add +24.8% | 25,564 | $14.0M |
| NWF Advisory Services Inc. | 2.22% | Add +0.2% | 25,514 | $14.0M |
| Shepherd Financial Partners LLC | 1.80% | Add +0.5% | 25,454 | $13.9M |
| Proficio Capital Partners LLC | 1.46% | Reduce -4.0% | 25,380 | $13.9M |
| Trustmark Bank Trust Department | 1.11% | Reduce -1.6% | 25,311 | $13.9M |
| Lake Street Advisors Group, LLC | 0.67% | Reduce -0.5% | 25,256 | $13.8M |
| Family Firm, Inc. | 3.08% | Add +626.7% | 184,568 | $13.8M |
| Parisi Gray Wealth Management | 4.95% | Reduce -2.6% | 25,218 | $13.8M |
| Fernwood Investment Management, LLC | 4.27% | Add +0.8% | 25,141 | $13.8M |
| Wiser Wealth Management, Inc | 4.26% | Reduce -9.1% | 25,131 | $13.8M |
| SMI Advisory Services, LLC | 3.40% | Add +3.1% | 24,585 | $13.7M |
| Providence Capital Advisors, LLC | 2.97% | Add +1.1% | 24,917 | $13.6M |
| Montecito Bank & Trust | 2.76% | Reduce -5.8% | 24,820 | $13.6M |
| Gould Asset Management LLC | 3.12% | Reduce -2.9% | 24,726 | $13.5M |
| Secure Asset Management, LLC | 2.56% | Reduce -6.2% | 24,635 | $13.5M |
| HUB Investment Partners, LLC | 0.65% | Add +1.9% | 24,622 | $13.5M |
| Aureus Asset Management, LLC | 0.94% | Reduce -0.4% | 24,588 | $13.5M |
| Evergreen Capital Management LLC | 0.49% | Reduce -0.5% | 24,527 | $13.4M |
| McNaughton Wealth Management, LLC | 7.11% | Add +0.0% | 24,495 | $13.4M |
| Bigelow Investment Advisors, LLC | 6.40% | Add +4.7% | 24,488 | $13.4M |
| Silverleafe Capital Partners, LLC | 4.72% | Add +5.5% | 24,467 | $13.4M |
| CENTRAL TRUST Co | 0.33% | Reduce -1.6% | 24,454 | $13.4M |
| Pine Valley Investments Ltd Liability Co | 0.99% | Reduce -3.0% | 24,401 | $13.4M |
| Park Place Capital Corp | 4.26% | Add +42.4% | 24,385 | $13.3M |
| Pitcairn Co. | 0.81% | Reduce -9.3% | 24,355 | $13.3M |
| Latitude Advisors, LLC | 8.11% | Reduce -3.7% | 24,269 | $13.3M |
| Jackson Hole Capital Partners, LLC | 2.92% | Reduce -6.1% | 24,228 | $13.3M |
| CRA Financial Services, LLC | 2.67% | Add +3.6% | 24,182 | $13.2M |
| Pembroke Management, LTD | 1.77% | Reduce -3.4% | 24,117 | $13.2M |
| Cooper/Haims Advisors, LLC | 7.39% | Reduce -3.3% | 24,080 | $13.2M |
| Beirne Wealth Consulting Services, LLC | 5.29% | Reduce -11.4% | 23,959 | $13.1M |
| GYL Financial Synergies, LLC | 1.01% | Add +0.0% | 23,934 | $13.1M |
| Global Wealth Management Investment Advisory, Inc. | 3.04% | Add +5.2% | 23,884 | $13.1M |
| Fairman Group, LLC | 13.23% | Add +4.8% | 23,790 | $13.0M |
| Motive Wealth Advisors | 7.79% | Reduce -0.1% | 23,705 | $13.0M |
| Copperleaf Capital, LLC | 10.35% | Reduce -21.8% | 23,662 | $12.9M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.01% | New | 23,400 | $12.9M |
| Tritonpoint Wealth, LLC | 1.24% | Add +1.3% | 23,597 | $12.9M |
| Koshinski Asset Management, Inc. | 1.20% | Add +100.9% | 23,082 | $12.9M |
| Associated Banc-Corp | 0.40% | Reduce -2.8% | 23,536 | $12.9M |
| Caldwell Trust Co | 1.42% | Add +29.6% | 23,517 | $12.9M |
| Palisades Hudson Asset Management, L.P. | 5.91% | Reduce -6.5% | 23,510 | $12.9M |
| Mosley Wealth Management | 10.90% | Add +3.9% | 23,403 | $12.8M |
| WealthPLAN Partners, LLC | 1.37% | Add +4.3% | 23,326 | $12.8M |
| Columbus Macro, LLC | 4.92% | Reduce -2.8% | 23,015 | $12.7M |
| Bank of New Hampshire | 3.30% | Add +1.2% | 23,169 | $12.7M |
| Firethorn Wealth Partners, LLC | 7.16% | Reduce -13.3% | 23,162 | $12.7M |
| Cherry Tree Wealth Management, LLC | 3.18% | Add +0.9% | 23,154 | $12.7M |
| Apollon Financial, LLC | 4.08% | Add +0.6% | 23,017 | $12.6M |
| Bremer Bank National Association | 2.46% | Add +24.5% | 22,989 | $12.6M |
| Foundry Financial Group, Inc. | 8.66% | Add +50.7% | 22,974 | $12.6M |
| Colonial Trust Co / SC | 2.21% | Add +1.4% | 22,936 | $12.6M |
| Fusion Capital, LLC | 5.72% | Reduce -1.7% | 22,911 | $12.5M |
| Becker Capital Management Inc. | 0.43% | Add +6.1% | 22,894 | $12.5M |
| Perennial Investment Advisors, LLC | 1.79% | Add +5.1% | 22,850 | $12.5M |
| Earned Wealth Advisors, LLC | 4.73% | Reduce -1.9% | 22,764 | $12.5M |
| E Fund Management (Hong Kong) Co., Ltd. | 7.63% | Add +22.4% | 22,756 | $12.5M |
| E Fund Management Co., Ltd. | 0.69% | Add +22.4% | 22,756 | $12.5M |
| Park National Corp. | 0.46% | Add +2.0% | 22,596 | $12.4M |
| Ascent Group, LLC | 1.01% | Reduce -2.2% | 22,590 | $12.4M |
| Nomura Asset Management Co. Ltd. | 0.04% | No change | 22,545 | $12.3M |
| Mosaic Financial Group, LLC | 8.86% | Add +2.0% | 22,535 | $12.3M |
| New World Advisors LLC | 3.43% | Add +3.8% | 22,534 | $12.3M |
| Granite Harbor Advisors, Inc. | 7.99% | Reduce -9.1% | 22,530 | $12.3M |
| Ostrum Asset Management | 1.07% | Add +232.1% | 22,514 | $12.3M |
| North Star Investment Management Corp. | 0.90% | Reduce -0.6% | 22,512 | $12.3M |
| Zhang Financial LLC | 0.86% | Add +6.7% | 22,451 | $12.3M |
| One Day In July LLC | 1.52% | Reduce -7.7% | 22,287 | $12.2M |
| Westwood Holdings Group Inc. | 0.10% | Add +0.2% | 22,223 | $12.2M |
| Empower Advisory Group, LLC | 0.05% | Reduce -1.6% | 22,219 | $12.2M |
| First Personal Financial Services | 2.74% | Reduce -1.2% | 22,129 | $12.1M |
| MainStreet Investment Advisors LLC | 1.48% | Reduce -30.0% | 22,062 | $12.1M |
| Xponance LLC | 0.12% | Add +13.3% | 22,055 | $12.1M |
| SageView Advisory Group, LLC | 0.75% | Add +172.2% | 21,982 | $12.0M |
| Concorde Asset Management, LLC | 7.39% | Reduce -18.2% | 21,912 | $12.0M |
| Private Trust Co. NA | 1.29% | Reduce -0.4% | 21,859 | $12.0M |
| Cyndeo Wealth Partners, LLC | 0.93% | Add +17.0% | 21,714 | $11.9M |
| PFG Advisors | 0.80% | Add +0.1% | 21,673 | $11.9M |
| MA Private Wealth | 2.34% | Reduce -5.1% | 21,642 | $11.8M |
| Webster Bank, N. A. | 1.29% | Reduce -0.3% | 21,559 | $11.8M |
| Roof Eidam Maycock Peralta, LLC | 3.20% | Add +0.8% | 21,538 | $11.8M |
| Zions Bancorporation, N.A. | 0.94% | Add +269.4% | 21,485 | $11.8M |
| 1832 Asset Management L.P. | 0.02% | Reduce -84.6% | 21,409 | $11.7M |
| Kooman & Associates | 4.71% | Add +0.3% | 21,404 | $11.7M |
| Capital Investment Advisory Services, LLC | 1.21% | Add +0.4% | 21,370 | $11.7M |
| IFG Advisory, LLC | 0.75% | Add +3.6% | 21,273 | $11.6M |
| Venture Visionary Partners LLC | 0.54% | Add +16.2% | 21,152 | $11.6M |
| Patriot Investment Management Group, Inc. | 0.90% | Reduce -1.6% | 21,098 | $11.5M |
| Armbruster Capital Management, Inc. | 2.39% | Reduce -2.9% | 20,997 | $11.5M |
| Precedent Wealth Partners, LLC | 4.62% | Reduce -0.5% | 20,961 | $11.5M |
| My Legacy Advisors, LLC | 3.67% | Add +3.4% | 20,951 | $11.5M |
| Cosner Financial Group, LLC | 8.10% | Add +7.1% | 20,928 | $11.5M |
| Goldstone Financial Group, LLC | 2.29% | Add +19.4% | 20,898 | $11.4M |
| Summit Asset Management, LLC | 1.35% | Add +29.9% | 20,814 | $11.4M |
| Fiera Capital Corp | 0.04% | Add +0.9% | 20,699 | $11.3M |
| Nicolet Advisory Services, LLC | 1.08% | Add +0.1% | 20,043 | $11.3M |
| Wealth Management Partners, LLC | 5.48% | Add +1.4% | 20,591 | $11.3M |
| Red Tortoise LLC | 6.14% | Reduce -1.6% | 20,586 | $11.3M |
| Syntax Research, Inc. | 8.90% | Add +1.4% | 20,565 | $11.3M |
| Arete Wealth Advisors, LLC | 0.92% | Reduce -29.3% | 20,517 | $11.2M |
| Institutional & Family Asset Management, LLC | 1.71% | Reduce -1.6% | 20,413 | $11.2M |
| Forbes Financial Planning, Inc. | 8.74% | Reduce -1.9% | 20,338 | $11.1M |
| Louisbourg Investments Inc. | 3.11% | Reduce -32.9% | 20,598 | $11.1M |
| Breakwater Capital Group | 2.51% | Add +5.3% | 20,183 | $11.0M |
| Kingswood Wealth Advisors, LLC | 0.99% | Add +14.9% | 20,162 | $11.0M |
| Bartlett & Co. Wealth Management LLC | 0.17% | Add +1.8% | 20,147 | $11.0M |
| Omega Financial Group, LLC | 4.46% | Add +1.6% | 20,140 | $11.0M |
| Spotlight Asset Group, Inc. | 7.69% | Reduce -0.1% | 20,120 | $11.0M |
| Dagco, Inc. | 4.88% | Add +2.4% | 20,097 | $11.0M |
| Horst & Graben Wealth Management LLC | 2.10% | Add +49.2% | 20,042 | $11.0M |
| Wayfinding Financial, LLC | 6.17% | Reduce -1.1% | 20,026 | $11.0M |
| Bright Financial Advisors, Inc. | 7.73% | Reduce -13.8% | 20,024 | $11.0M |
| Granby Capital Management, LLC | 6.25% | No change | 20,000 | $10.9M |
| Legacy Trust | 2.71% | Add +0.5% | 19,925 | $10.9M |
| Trail Ridge Investment Advisors, LLC | 5.59% | Reduce -4.6% | 19,769 | $10.8M |
| Harbor Investment Advisory, LLC | 1.13% | Reduce -1.8% | 19,699 | $10.8M |
| Verity Asset Management, Inc. | 4.22% | Add +111.9% | 19,684 | $10.8M |
| Shulman DeMeo Asset Management LLC | 2.80% | Add +1.2% | 19,628 | $10.7M |
| EverSource Wealth Advisors, LLC | 0.71% | Add +2.5% | 19,390 | $10.7M |
| Horizon Investments, LLC | 0.30% | Reduce -2.0% | 19,504 | $10.7M |
| Manchester Capital Management LLC | 1.28% | Add +19.6% | 19,407 | $10.6M |
| Mgo One Seven LLC | 0.50% | Add +5.5% | 19,272 | $10.5M |
| Twin Peaks Wealth Advisors, LLC | 5.26% | Add +4.8% | 19,258 | $10.5M |
| RE Dickinson Investment Advisors, LLC | 6.38% | Add +0.7% | 19,154 | $10.5M |
| Strategic Blueprint, LLC | 0.71% | Reduce -14.3% | 19,135 | $10.5M |
| Venturi Wealth Management, LLC | 0.62% | Reduce -14.6% | 19,116 | $10.5M |
| Lanark Financial, Inc. | 0.95% | Reduce -1.8% | 19,105 | $10.5M |
| Fullerton Fund Management Co Ltd. | 0.47% | Reduce -3.5% | 19,076 | $10.4M |
| Greenhouse Wealth Management, LLC | 7.59% | Add +0.3% | 19,007 | $10.4M |
| SC&H Financial Advisors, Inc. | 2.55% | Add +0.6% | 19,002 | $10.4M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +23.6% | 18,999 | $10.4M |
| Sound Stewardship, LLC | 6.31% | Add +0.1% | 18,981 | $10.4M |
| Connecticut Wealth Management, LLC | 0.53% | Reduce -2.5% | 18,890 | $10.3M |
| Meritage Portfolio Management | 0.65% | Add +2.0% | 18,844 | $10.3M |
| American National Bank & Trust | 1.28% | Reduce -0.6% | 18,815 | $10.3M |
| Mendota Financial Group, LLC | 5.51% | Add +4.1% | 18,799 | $10.3M |
| Telos Capital Management, Inc. | 1.14% | Reduce -1.9% | 18,782 | $10.3M |
| Investment Advisory Group, LLC | 3.95% | Add +3.0% | 18,687 | $10.2M |
| Cassia Capital Partners, LLC | 6.74% | Add +18.3% | 18,683 | $10.2M |
| Columbia Bank | 3.96% | Add +16.5% | 18,682 | $10.2M |
| Beaird Harris Wealth Management, LLC | 0.96% | Reduce -1.2% | 18,635 | $10.2M |
| Merriman Wealth Management, LLC | 0.45% | Add +11.7% | 18,623 | $10.2M |
| Delta Investment Management, LLC | 2.24% | Reduce -19.9% | 18,527 | $10.1M |
| Revolve Wealth Partners, LLC | 1.67% | Reduce -1.6% | 18,498 | $10.1M |
| CW Advisors, LLC | 0.16% | Reduce -5.1% | 18,375 | $10.1M |
| Agf Management Ltd. | 0.06% | Reduce -4.9% | 18,304 | $10.0M |
| Chicago Capital, LLC | 0.30% | Add +0.3% | 18,261 | $10.0M |
| Unique Wealth Strategies, LLC | 4.68% | No change | 19,005 | $10.0M |
| Patton Albertson Miller Group, LLC | 1.42% | Add +0.1% | 18,215 | $10.0M |
| Williams Jones Wealth Management, LLC. | 0.12% | Reduce -2.9% | 18,201 | $10.0M |
| RCS Financial Planning, LLC | 5.87% | Add +0.6% | 18,194 | $10.0M |
| Simmons Bank | 0.75% | Add +14.3% | 18,187 | $10.0M |
| Argent Advisors, Inc. | 3.95% | Reduce -1.8% | 18,158 | $9.9M |
| Main Street Financial Solutions, LLC | 0.94% | Reduce -2.5% | 18,142 | $9.9M |
| Ameliora Wealth Management Ltd. | 4.50% | Add +188.1% | 18,100 | $9.9M |
| Manhattan West Asset Management, LLC | 2.67% | Reduce -35.1% | 18,084 | $9.9M |
| Insight 2811, Inc. | 5.13% | Add +7.4% | 18,042 | $9.9M |
| YHB Investment Advisors, Inc. | 0.85% | Add +2.4% | 17,951 | $9.8M |
| NorthRock Partners, LLC | 0.37% | Reduce -20.1% | 17,907 | $9.8M |
| Advisory Resource Group | 2.21% | Reduce -1.0% | 17,904 | $9.8M |
| Arcus Capital Partners, LLC | 3.77% | Add +0.0% | 17,881 | $9.8M |
| Private Client Services, LLC | 6.14% | Add +3.4% | 17,877 | $9.8M |
| Flow Traders U.S. LLC | 0.48% | Add +42.5% | 17,844 | $9.8M |
| Marathon Strategic Advisors, LLC | 11.40% | New | 17,822 | $9.8M |
| Silvercrest Asset Management Group LLC | 0.07% | Add +1.3% | 17,818 | $9.8M |
| Sentry LLC | 1.79% | Reduce -0.3% | 17,795 | $9.7M |
| Cape Ann Savings Bank | 6.03% | Add +20.9% | 17,773 | $9.7M |
| Copperwynd Financial, LLC | 3.17% | Add +2231.7% | 17,558 | $9.7M |
| Evensky & Katz LLC | 0.67% | Reduce -0.1% | 17,679 | $9.7M |
| Red Door Wealth Management, LLC | 1.71% | Add +5.0% | 17,672 | $9.7M |
| Wealth Management Associates, Inc. | 4.52% | No change | 17,598 | $9.6M |
| Welch Group, LLC | 0.46% | Reduce -0.0% | 17,590 | $9.6M |
| Money Design Co.,Ltd. | 0.52% | Reduce -0.7% | 17,511 | $9.6M |
| Aletheian Wealth Advisors LLC | 5.04% | No change | 17,476 | $9.6M |
| Verdence Capital Advisors LLC | 0.85% | Add +6.7% | 17,444 | $9.5M |
| Pachira Investments Inc. | 8.43% | Reduce -1.2% | 17,380 | $9.5M |
| Arrien Investments, Inc. | 7.43% | Reduce -2.7% | 17,369 | $9.5M |
| TRUE Private Wealth Advisors | 1.07% | Reduce -11.8% | 17,328 | $9.5M |
| Asset Allocation & Management Company, LLC | 6.21% | Reduce -5.8% | 17,155 | $9.4M |
| Harbor Advisory Corp. | 3.23% | Reduce -9.1% | 17,075 | $9.3M |
| Leavell Investment Management, Inc. | 0.51% | Reduce -1.7% | 17,018 | $9.3M |
| Alera Investment Advisors, LLC | 1.12% | Add +3871.3% | 16,997 | $9.3M |
| Doliver Advisors, LP | 2.57% | Add +22.6% | 16,837 | $9.2M |
| WMS Partners, LLC | 0.59% | Add +2.4% | 16,835 | $9.2M |
| SPC Financial, Inc. | 0.84% | Add +9.8% | 16,655 | $9.1M |
| Silver Oak Securities, Incorporated | 1.36% | Add +11.5% | 16,596 | $9.1M |
| Red Cedar Investment Management, LLC | 1.24% | No change | 16,587 | $9.1M |
| Boyd Wealth Management, LLC | 5.00% | Reduce -1.6% | 16,571 | $9.1M |
| Heritage Wealth Partners, LLC | 13.11% | Reduce -9.5% | 16,536 | $9.0M |
| Community Financial Services Group, LLC | 1.93% | Add +1.0% | 16,407 | $9.0M |
| Clear Investment Research, LLC | 11.66% | Add +2.5% | 16,341 | $8.9M |
| Strategic Wealth Partners, Ltd. | 0.93% | Reduce -2.1% | 16,323 | $8.9M |
| Red Wave Investments LLC | 3.29% | Reduce -1.0% | 16,295 | $8.9M |
| Summit Wealth Partners, LLC | 1.85% | Add +32.4% | 16,255 | $8.9M |
| MinichMacGregor Wealth Management, LLC | 2.17% | Reduce -2.9% | 16,241 | $8.9M |
| Jackson Wealth Management, LLC | 1.90% | Reduce -45.4% | 16,215 | $8.9M |
| Kennicott Capital Management LLC | 3.67% | Add +0.0% | 16,145 | $8.8M |
| Welch & Forbes LLC | 0.12% | Add +26.9% | 15,974 | $8.8M |
| Salomon & Ludwin, LLC | 0.98% | Reduce -15.5% | 16,010 | $8.8M |
| Jane Street Group, LLC | 0.01% | Reduce -65.0% | 15,974 | $8.7M |
| jvl associates llc | 3.50% | Add +0.2% | 15,957 | $8.7M |
| Tyler-Stone Wealth Management | 3.59% | Add +10.3% | 15,917 | $8.7M |
| Meridian Financial Advisors, LLC | 6.30% | Add +4.2% | 15,880 | $8.7M |
| Continuum Advisory, LLC | 1.25% | Add +0.3% | 15,860 | $8.7M |
| Ellevest, Inc. | 0.52% | No change | 15,814 | $8.7M |
| MBE Wealth Management, LLC | 5.24% | Reduce -5.6% | 15,809 | $8.7M |
| Leuthold Group, LLC | 1.00% | No change | 15,765 | $8.6M |
| Geneva Partners, LLC | 3.55% | Add +4.7% | 15,761 | $8.6M |
| Commonwealth Retirement Investments LLC | 3.95% | Reduce -7.0% | 15,753 | $8.6M |
| Baldwin Wealth Partners LLC | 0.67% | Reduce -1.1% | 15,733 | $8.6M |
| Glen Eagle Advisors, LLC | 1.57% | Reduce -0.1% | 15,686 | $8.6M |
| Tudor Investment Corporation | 0.10% | Add +175.2% | 15,659 | $8.6M |
| Maia Wealth LLC | 2.58% | — | 15,168 | $8.6M |
| Plante Moran Financial Advisors, LLC | 0.85% | Add +3.0% | 15,627 | $8.6M |
| SOL Capital Management CO | 1.03% | Add +1.6% | 15,621 | $8.5M |
| Regimen Wealth, LLC | 2.93% | Reduce -31.5% | 15,553 | $8.5M |
| University of Texas/Texas Am Investment Management Co. | 1.66% | Reduce -0.2% | 15,514 | $8.5M |
| Cardiff Park Advisors, LLC | 0.82% | Add +0.3% | 15,473 | $8.5M |
| Sax Wealth Advisors, LLC | 0.81% | Reduce -2.0% | 15,457 | $8.5M |
| Fidato Wealth LLC | 7.45% | Reduce -5.4% | 15,417 | $8.4M |
| Northeast Financial Consultants Inc | 0.39% | Reduce -8.6% | 15,363 | $8.4M |
| Chapin Davis, Inc. | 2.87% | Reduce -2.9% | 15,361 | $8.4M |
| Forum Private Client Group LLC | 3.98% | Add +3.2% | 15,305 | $8.4M |
| Sugar Maple Asset Management, LLC | 8.09% | Add +4.5% | 15,279 | $8.4M |
| Yelin Lapidot Holdings Management Ltd. | 1.47% | Add +5.3% | 15,205 | $8.3M |
| Integrated Investment Consultants, LLC | 2.28% | No change | 15,759 | $8.3M |
| Nepc LLC | 0.27% | Reduce -4.2% | 15,127 | $8.3M |
| Milestone Investment Advisors LLC | 2.20% | Reduce -4.7% | 15,123 | $8.3M |
| International Assets Investment Management, LLC | 0.78% | Reduce -2.6% | 15,121 | $8.3M |
| DAVENPORT & Co LLC | 0.05% | Reduce -21.4% | 15,072 | $8.2M |
| Private Advisory Group LLC | 1.08% | Add +3.6% | 15,049 | $8.2M |
| Michelson Medical Research Foundation, Inc. | 7.05% | Reduce -16.7% | 14,989 | $8.2M |
| Calamos Advisors LLC | 0.06% | Reduce -0.3% | 14,934 | $8.2M |
| Maripau Wealth Management LLC | 5.55% | Reduce -12.7% | 14,850 | $8.1M |
| Steigerwald, Gordon & Koch Inc. | 0.98% | Add +4.9% | 14,836 | $8.1M |
| Legacy Capital Wealth Partners, LLC | 2.06% | New | 14,787 | $8.1M |
| Congress Park Capital LLC | 3.25% | Add +6.1% | 14,776 | $8.1M |
| MidAtlantic Capital Management, Inc. | 6.76% | Add +1.8% | 14,735 | $8.1M |
| Atlantic Edge Private Wealth Management, LLC | 2.68% | Reduce -1.1% | 14,678 | $8.0M |
| Raffa Wealth Management, LLC | 2.27% | Reduce -0.4% | 14,599 | $8.0M |
| Power Wealth Management LLC | 3.80% | Reduce -28.9% | 14,527 | $7.9M |
| Equita Financial Network, Inc. | 3.32% | Add +10.3% | 14,520 | $7.9M |
| KWB Wealth | 1.09% | Reduce -2.8% | 15,073 | $7.9M |
| Jaffetilchin Investment Partners, LLC | 0.68% | Add +0.0% | 14,463 | $7.9M |
| Financial Advocates Investment Management | 0.49% | Add +29.7% | 20,715 | $7.9M |
| 9258 Wealth Management, LLC | 1.21% | Reduce -0.9% | 14,364 | $7.9M |
| First Heartland Consultants, Inc. | 0.78% | Add +34.1% | 14,309 | $7.8M |
| Quent Capital, LLC | 0.86% | Add +1.0% | 14,216 | $7.8M |
| Savvy Advisors, Inc. | 2.53% | Add +387.8% | 14,196 | $7.8M |
| Confluence Wealth Services, Inc. | 0.62% | Add +3.7% | 14,193 | $7.8M |
| Thoroughbred Financial Services, LLC | 0.52% | Add +12.1% | 14,164 | $7.8M |
| Moors & Cabot, Inc. | 0.41% | Add +13.2% | 14,097 | $7.7M |
| Heritage Wealth Management, LLC | 4.27% | Reduce -11.8% | 14,075 | $7.7M |
| Heritage Family Offices, LLP | 4.27% | — | 14,075 | $7.7M |
| MSH Capital Advisors LLC | 2.56% | Reduce -8.2% | 14,024 | $7.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.23% | Reduce -4.5% | 14,005 | $7.7M |
| NatWest Group plc | 2.62% | No change | 13,991 | $7.7M |
| Old Port Advisors | 2.29% | Add +7.8% | 13,986 | $7.7M |
| Eagle Strategies LLC | 1.46% | Reduce -52.0% | 13,983 | $7.7M |
| Sunburst Financial Group, LLC | 2.07% | Reduce -9.7% | 13,961 | $7.6M |
| New Potomac Partners, LLC | 4.15% | Reduce -0.8% | 13,872 | $7.6M |
| Cooper Financial Group | 1.11% | Add +4.2% | 13,794 | $7.5M |
| Shelter Mutual Insurance Co | 1.96% | No change | 13,745 | $7.5M |
| Carnegie Investment Counsel | 0.23% | Reduce -0.8% | 13,742 | $7.5M |
| Kingfisher Capital LLC | 1.77% | Reduce -0.4% | 13,733 | $7.5M |
| Transform Wealth, LLC | 0.56% | Add +6.0% | 13,717 | $7.5M |
| Cutler Investment Counsel LLC | 1.02% | Add +4.0% | 13,682 | $7.5M |
| Beacon Bridge Wealth Partners, LLC | 3.42% | Reduce -0.5% | 13,634 | $7.5M |
| Abacus Planning Group, Inc. | 1.44% | Reduce -0.4% | 13,597 | $7.4M |
| Claro Advisors Inc. | 1.16% | Add +18.0% | 13,559 | $7.4M |
| GeoWealth Management, LLC | 0.32% | Reduce -12.8% | 13,510 | $7.4M |
| Mma Asset Management LLC | 3.45% | Add +5.0% | 13,477 | $7.4M |
| BIP Wealth, LLC | 0.60% | Add +1.6% | 13,473 | $7.4M |
| Wedmont Private Capital | 0.46% | Reduce -0.3% | 13,093 | $7.4M |
| waypoint wealth counsel | 5.62% | Add +0.6% | 13,429 | $7.3M |
| White Pine Capital LLC | 2.77% | Add +5.8% | 13,373 | $7.3M |
| Belpointe Asset Management LLC | 0.51% | Reduce -51.6% | 13,359 | $7.3M |
| Patten Group, Inc. | 1.72% | Reduce -1.1% | 13,346 | $7.3M |
| Campion Asset Management | 5.71% | Add +5.5% | 13,273 | $7.3M |
| Meadow Creek Wealth Advisors LLC | 6.82% | Add +37.6% | 13,185 | $7.2M |
| Avestar Capital, LLC | 0.80% | Reduce -1.9% | 13,174 | $7.2M |
| Financial Gravity Asset Management, Inc. | 1.80% | Reduce -12.2% | 13,173 | $7.2M |
| Flower City Capital | 4.64% | Reduce -1.0% | 13,145 | $7.2M |
| MY Wealth Management Inc. | 8.18% | Reduce -1.2% | 13,132 | $7.2M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -69.0% | 13,114 | $7.2M |
| Ted Buchan & Co | 3.85% | Add +441.4% | 13,106 | $7.2M |
| Illinois Municipal Retirement Fund | 0.11% | Reduce -16.1% | 13,000 | $7.1M |
| Sapient Capital LLC | 0.15% | Reduce -0.8% | 12,984 | $7.1M |
| Debussy Capital Management LP | 2.02% | Add +0.0% | 12,965 | $7.1M |
| Raleigh Capital Management Inc. | 3.02% | Reduce -13.4% | 12,965 | $7.1M |
| Nations Financial Group Inc, /Ia/ | 0.58% | Add +13.0% | 12,948 | $7.1M |
| Trust Point Inc. | 0.57% | Add +0.2% | 12,930 | $7.1M |
| Mission Wealth Management, LP | 0.19% | Reduce -15.6% | 12,920 | $7.1M |
| Instrumental Wealth, LLC | 7.30% | Add +2.3% | 13,046 | $7.1M |
| Summit Trail Advisors, LLC | 0.19% | Add +4.4% | 12,903 | $7.1M |
| Quadcap Wealth Management, LLC | 1.27% | Add +15.9% | 12,845 | $7.0M |
| O'Connor Financial Group LLC | 4.09% | Reduce -2.0% | 12,839 | $7.0M |
| Interchange Capital Partners, LLC | 2.58% | Reduce -14.3% | 12,798 | $7.0M |
| Canvas Wealth Advisors, LLC | 2.16% | Add +6.6% | 12,849 | $7.0M |
| GM Advisory Group, LLC | 0.45% | Reduce -4.5% | 12,777 | $7.0M |
| Selective Wealth Management, Inc. | 3.06% | Reduce -0.4% | 12,433 | $6.9M |
| Pinebridge Investments, L.P. | 0.06% | Add +4.1% | 12,680 | $6.9M |
| Atom Investors LP | 0.69% | No change | 12,630 | $6.9M |
| Relative Value Partners Group, LLC | 0.90% | Reduce -89.9% | 12,602 | $6.9M |
| Lake Street Private Wealth, LLC | 0.90% | Reduce -0.9% | 12,602 | $6.9M |
| Whalerock Point Partners, LLC | 1.85% | Add +5.2% | 12,600 | $6.9M |
| Strata Wealth Advisors, LLC | 2.37% | Reduce -3.5% | 12,572 | $6.9M |
| Edgestream Partners, L.P. | 0.33% | Reduce -26.3% | 12,525 | $6.9M |
| Centaurus Financial, Inc. | 0.46% | Reduce -5.3% | 12,511 | $6.8M |
| WASHINGTON TRUST Co | 0.25% | Add +5.6% | 12,509 | $6.8M |
| Sterling Financial Planning, Inc. | 2.78% | Reduce -3.6% | 12,507 | $6.8M |
| Roundview Capital LLC | 0.54% | Reduce -0.3% | 12,463 | $6.8M |
| Dogwood Wealth Management LLC | 4.20% | Reduce -0.0% | 12,461 | $6.8M |
| Annex Advisory Services, LLC | 0.24% | Reduce -3.6% | 12,424 | $6.8M |
| Ausdal Financial Partners, Inc. | 0.72% | Add +2.1% | 12,382 | $6.8M |
| Nelson Capital Management, LLC | 1.20% | Add +11.4% | 12,370 | $6.8M |
| Avid Wealth Partners LLC | 5.24% | Reduce -43.8% | 12,336 | $6.8M |
| C2C Wealth Management, LLC | 6.58% | Add +1.4% | 12,293 | $6.7M |
| Joel Isaacson & Co., LLC | 0.35% | Add +1.0% | 12,225 | $6.7M |
| West Bancorporation Inc. | 4.93% | Add +11.9% | 12,183 | $6.7M |
| TCI Wealth Advisors, Inc. | 0.63% | Reduce -8.9% | 12,146 | $6.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +32.3% | 12,141 | $6.6M |
| Trust Co | 0.85% | Add +1.6% | 12,067 | $6.6M |
| Carolinas Wealth Consulting LLC | 1.27% | Add +12.9% | 12,049 | $6.6M |
| W Advisors, LLC | 4.31% | Reduce -1.1% | 12,018 | $6.6M |
| Ridgecrest Wealth Partners, LLC | 3.95% | Reduce -0.6% | 11,989 | $6.6M |
| Catalina Capital Group, LLC | 2.50% | Add +25.0% | 11,984 | $6.6M |
| Riverbridge Partners LLC | 0.09% | Add +452.1% | 11,936 | $6.5M |
| Eagle Bay Advisors LLC | 3.96% | Add +1.3% | 11,935 | $6.5M |
| HBK Sorce Advisory LLC | 0.23% | Reduce -37.3% | 11,931 | $6.5M |
| Sterling Investment Counsel, LLC | 2.56% | Reduce -5.7% | 11,880 | $6.5M |
| Okabena Investment Services Inc. | 2.06% | Reduce -0.5% | 11,873 | $6.5M |
| Mission Creek Capital Partners, Inc. | 1.63% | Add +26.2% | 11,868 | $6.5M |
| Trust Co. of Vermont | 0.35% | Add +2.8% | 11,863 | $6.5M |
| KCM Investment Advisors LLC | 0.23% | Reduce -4.4% | 11,828 | $6.5M |
| Cadent Capital Advisors, LLC | 2.63% | Reduce -2.1% | 11,818 | $6.5M |
| Waters Parkerson & Co., LLC | 0.34% | Add +17.7% | 11,817 | $6.5M |
| New Century Financial Group, LLC | 2.74% | Add +158.3% | 11,799 | $6.5M |
| Bedel Financial Consulting, Inc. | 0.95% | Reduce -1.4% | 11,798 | $6.5M |
| Bfsg, LLC | 0.82% | Reduce -25.8% | 11,794 | $6.5M |
| 1834 Investment Advisors Co. | 0.78% | Reduce -1.0% | 11,792 | $6.5M |
| Busey Bank | 0.22% | Add +10.1% | 11,733 | $6.4M |
| Tempus Wealth Planning, LLC | 2.68% | Reduce -13.8% | 11,709 | $6.4M |
| Koss-Olinger Consulting, LLC | 0.59% | New | 11,621 | $6.4M |
| Garrison Point Advisors, LLC | 4.18% | Add +2.3% | 11,580 | $6.3M |
| Money Concepts Capital Corp. | 0.53% | Reduce -1.8% | 11,551 | $6.3M |
| Pittenger & Anderson Inc. | 0.26% | Add +1.6% | 11,528 | $6.3M |
| Heritage Trust Co | 0.83% | Add +1.8% | 11,516 | $6.3M |
| Burke & Herbert Bank & Trust Co. | 1.53% | Add +194.0% | 11,486 | $6.3M |
| ICONIQ Capital, LLC | 0.13% | Reduce -1.7% | 11,472 | $6.3M |
| Westmount Partners, LLC | 2.07% | Add +0.3% | 11,437 | $6.3M |
| Symphony Financial, Ltd. Co. | 1.14% | Add +21.7% | 11,392 | $6.3M |
| Smartleaf Asset Management LLC | 1.02% | Add +0.9% | 11,369 | $6.2M |
| Barrett & Company, Inc. | 2.81% | Reduce -3.6% | 11,362 | $6.2M |
| Hilltop National Bank | 2.00% | Reduce -0.3% | 11,334 | $6.2M |
| Astoria Strategic Wealth, Inc. | 1.91% | Add +3.7% | 11,289 | $6.2M |
| LifePlan Investment Advisors, Inc. | 4.42% | Reduce -1.1% | 11,211 | $6.1M |
| Ironwood Investment Counsel, LLC | 1.09% | Reduce -1.9% | 11,189 | $6.1M |
| Mechanics Financial Corp | 3.13% | Add +5.0% | 11,147 | $6.1M |
| Graves Light Lenhart Wealth, Inc. | 0.70% | Reduce -0.5% | 11,108 | $6.1M |
| Index Fund Advisors, Inc. | 0.34% | Reduce -1.9% | 11,123 | $6.1M |
| Awm Capital, LLC | 0.92% | Add +0.0% | 11,116 | $6.1M |
| Idaho Trust Co | 3.11% | Add +250.7% | 11,107 | $6.1M |
| JT Stratford LLC | 1.13% | Add +12.6% | 11,081 | $6.1M |
| NewEdge Wealth, LLC | 0.13% | Reduce -14.9% | 11,013 | $6.0M |
| Able Wealth Management LLC | 4.95% | Reduce -2.0% | 11,000 | $6.0M |
| Nicolet Bankshares Inc. | 1.26% | Add +0.5% | 10,984 | $6.0M |
| Fsa Wealth Partners, Inc. | 1.64% | Reduce -27.1% | 10,944 | $6.0M |
| Curated Wealth Partners LLC | 0.84% | — | 10,938 | $6.0M |
| Brass Tax Wealth Management, Inc. | 1.17% | Add +16.4% | 10,879 | $6.0M |
| Emerald Advisors, LLC | 0.90% | Reduce -5.6% | 10,876 | $6.0M |
| Badgley Phelps Wealth Managers, LLC | 0.15% | Reduce -2.9% | 10,849 | $5.9M |
| Transcendent Capital Group LLC | 3.41% | Reduce -1.0% | 10,825 | $5.9M |
| Ethos Financial Group, LLC | 1.05% | Add +9.0% | 10,743 | $5.9M |
| Moloney Securities Asset Management, LLC | 0.86% | Reduce -68.1% | 10,786 | $5.9M |
| Nilsine Partners, LLC | 0.79% | Add +0.2% | 10,781 | $5.9M |
| Atlantic Union Bankshares Corp | 0.37% | Add +74.0% | 10,758 | $5.9M |
| Meridian Financial Partners LLC | 3.49% | New | 10,573 | $5.9M |
| Strategies Wealth Advisors, LLC | 0.86% | Reduce -4.9% | 10,732 | $5.9M |
| BBJS Financial Advisors, LLC | 2.19% | Reduce -5.1% | 10,716 | $5.9M |
| FLC Capital Advisors | 1.43% | Reduce -0.5% | 10,635 | $5.8M |
| Carrera Capital Advisors | 1.90% | — | 10,619 | $5.8M |
| ZWJ Investment Counsel Inc. | 0.26% | Add +0.3% | 10,615 | $5.8M |
| Daymark Wealth Partners, LLC | 0.27% | Add +30.0% | 10,602 | $5.8M |
| Smart Money Group LLC | 2.07% | Reduce -0.6% | 10,450 | $5.8M |
| S.A. Mason LLC | 3.28% | Add +17.3% | 10,549 | $5.8M |
| Flagship Harbor Advisors, LLC | 0.35% | Reduce -9.8% | 10,511 | $5.8M |
| Rede Wealth, LLC | 5.29% | Add +12.7% | 10,504 | $5.7M |
| Forte Asset Management LLC | 3.39% | Add +3.0% | 10,503 | $5.7M |
| Bray Capital Advisors | 1.44% | Reduce -4.3% | 10,495 | $5.7M |
| Motco | 0.34% | Add +2.5% | 10,437 | $5.7M |
| Certus Wealth Management, LLC | 4.31% | Reduce -10.5% | 10,378 | $5.7M |
| Twin Focus Capital Partners, LLC | 0.91% | Add +0.6% | 10,370 | $5.7M |
| Wealthgarden F.S. LLC | 5.97% | — | 10,362 | $5.7M |
| Affiance Financial, LLC | 1.48% | Add +0.3% | 10,359 | $5.7M |
| NorthStar Asset Management LLC | 3.93% | Reduce -4.8% | 10,349 | $5.7M |
| BlueChip Wealth Advisors LLC | 3.33% | Add +0.9% | 10,346 | $5.7M |
| Stonebridge Financial Planning Group, LLC | 2.84% | Reduce -0.1% | 10,344 | $5.7M |
| Essential Planning, LLC. | 2.49% | Reduce -2.8% | 10,325 | $5.6M |
| Sound Income Strategies, LLC | 0.39% | Add +1.1% | 10,311 | $5.6M |
| Three Seasons Wealth, LLC | 3.11% | Reduce -0.3% | 10,278 | $5.6M |
| Gen-Wealth Partners Inc | 2.72% | Reduce -10.8% | 10,268 | $5.6M |
| Salem Investment Counselors Inc. | 0.18% | Reduce -0.3% | 10,247 | $5.6M |
| HTLF Bank | 0.64% | Reduce -1.8% | 10,237 | $5.6M |
| Soundwatch Capital LLC | 30.74% | Reduce -97.6% | 10,211 | $5.6M |
| PFS Partners, LLC | 3.52% | Reduce -2.1% | 10,197 | $5.6M |
| LVZ, Inc. | 0.76% | Reduce -4.7% | 10,127 | $5.5M |
| Stephens Inc. | 0.08% | Add +0.0% | 10,112 | $5.5M |
| Clearstead Trust, LLC | 1.37% | Reduce -0.9% | 10,092 | $5.5M |
| Sykon Capital LLC | 2.08% | Reduce -47.9% | 10,080 | $5.5M |
| GSG Advisors LLC | 1.95% | Reduce -5.5% | 10,051 | $5.5M |
| Callan Capital, LLC | 0.45% | Add +6.6% | 10,070 | $5.5M |
| Quad-Cities Investment Group, LLC | 3.05% | Reduce -1.3% | 10,062 | $5.5M |
| Berkeley, Inc | 3.41% | Reduce -5.8% | 10,037 | $5.5M |
| Brand Asset Management Group, Inc. | 2.31% | Reduce -2.2% | 10,004 | $5.5M |
| James J. Burns & Company, LLC | 1.08% | Add +874.0% | 9,993 | $5.5M |
| Optivise Advisory Services LLC | 2.93% | — | 9,902 | $5.4M |
| Windham Capital Management, LLC | 4.24% | No change | 9,900 | $5.4M |
| Coppell Advisory Solutions LLC | 0.89% | — | 9,891 | $5.4M |
| First National Bank of Omaha | 0.36% | Reduce -0.7% | 9,866 | $5.4M |
| Compagnie Lombard Odier SCmA | 0.09% | Add +16.5% | 9,855 | $5.4M |
| Grayhawk Investment Strategies Inc. | 24.55% | Reduce -1.2% | 9,851 | $5.4M |
| Vise Technologies, Inc. | 0.95% | Add +184.5% | 9,848 | $5.4M |
| Lakeridge Wealth Management LLC | 3.22% | Add +12.5% | 9,786 | $5.4M |
| Zurich Insurance Group Ltd | 0.05% | New | 10,270 | $5.4M |
| Wooster Corthell Wealth Management, Inc. | 1.21% | Reduce -5.0% | 9,773 | $5.3M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -50.4% | 9,770 | $5.3M |
| Cypress Capital, LLC | 1.45% | Add +31.4% | 9,732 | $5.3M |
| Morling Financial Advisors, LLC | 2.32% | Add +2.9% | 9,714 | $5.3M |
| National Wealth Management Group, LLC | 4.05% | Add +31.8% | 9,705 | $5.3M |
| BCU Wealth Advisors, LLC | 3.91% | Reduce -5.8% | 9,686 | $5.3M |
| Peak Asset Management, LLC | 1.04% | Add +5.9% | 9,684 | $5.3M |
| Shoker Investment Counsel, Inc. | 1.86% | Add +1.1% | 9,640 | $5.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.58% | Add +14.3% | 9,636 | $5.3M |
| Annapolis Financial Services, LLC | 1.71% | Reduce -3.2% | 9,633 | $5.3M |
| Alterna Wealth Management, Inc. | 4.60% | Reduce -11.7% | 9,589 | $5.2M |
| Olde Wealth Management, LLC | 1.99% | Reduce -0.6% | 9,525 | $5.2M |
| FDx Advisors, Inc. | 1.44% | Reduce -47.2% | 9,515 | $5.2M |
| Beacon Bank & Trust | 1.31% | Reduce -2.6% | 9,498 | $5.2M |
| Meridian Wealth Partners, LLC | 0.92% | Reduce -3.3% | 9,476 | $5.2M |
| EFG Asset Management (Americas) Corp. | 1.01% | Add +222.2% | 9,437 | $5.2M |
| Truefg, LLC | 1.86% | Reduce -0.2% | 9,419 | $5.2M |
| Israel Discount Bank of New York | 8.20% | Reduce -23.0% | 9,412 | $5.2M |
| NorthCrest Asset Manangement, LLC | 0.17% | Reduce -1.5% | 9,406 | $5.1M |
| Steph & Co. | 1.75% | No change | 9,379 | $5.1M |
| Headlands Technologies LLC | 0.54% | Add +123.4% | 9,285 | $5.1M |
| Larson Financial Group LLC | 0.35% | Add +19.7% | 9,276 | $5.1M |
| Presidio Capital Management, LLC | 3.54% | New | 9,254 | $5.1M |
| Baker Tilly Wealth Management, LLC | 2.06% | Reduce -42.4% | 9,225 | $5.0M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +54.5% | 9,171 | $5.0M |
| Platform Technology Partners | 1.73% | — | 9,165 | $5.0M |
| Brady Family Wealth, LLC | 1.62% | Add +0.6% | 9,156 | $5.0M |
| Alliance Wealth Advisors, LLC | 1.46% | Add +6.5% | 9,118 | $5.0M |
| Sonoma Private Wealth LLC | 8.10% | Reduce -1.3% | 9,117 | $5.0M |
| Successful Portfolios LLC | 3.48% | Add +8.3% | 9,092 | $5.0M |
| Private Wealth Partners, LLC | 0.37% | Reduce -5.9% | 9,047 | $5.0M |
| Defined Wealth Management, LLC | 3.44% | Reduce -0.2% | 9,035 | $4.9M |
| TCTC Holdings, LLC | 0.17% | Reduce -0.1% | 9,020 | $4.9M |
| Sfm, LLC | 3.70% | Reduce -0.8% | 8,982 | $4.9M |
| Vawter Financial, Ltd. | 3.35% | Add +4.3% | 8,932 | $4.9M |
| Elevated Capital Advisors, LLC | 1.37% | Add +142.1% | 8,920 | $4.9M |
| Financial Council, LLC | 2.73% | Reduce -4.8% | 8,917 | $4.9M |
| NovaPoint Capital, LLC | 1.65% | Add +20.6% | 8,898 | $4.9M |
| Fiduciary Group, LLC | 0.52% | Reduce -0.2% | 8,889 | $4.9M |
| Pinnacle Wealth Planning Services, Inc. | 0.69% | Reduce -1.4% | 8,846 | $4.8M |
| Kwmg, LLC | 0.52% | Add +16.5% | 8,839 | $4.8M |
| West Branch Capital LLC | 1.79% | Reduce -1.0% | 8,832 | $4.8M |
| Jacobi Capital Management LLC | 0.42% | Add +262.4% | 8,825 | $4.8M |
| Redhawk Wealth Advisors, Inc. | 0.73% | Reduce -25.2% | 8,762 | $4.8M |
| BOS Asset Management, LLC | 2.22% | Reduce -8.1% | 8,748 | $4.8M |
| Moneda S.A. Administradora General de Fondos | 3.35% | No change | 8,700 | $4.8M |
| MRP Capital Investments, LLC | 4.44% | Add +3.7% | 8,675 | $4.7M |
| Allen Capital Group, LLC | 0.67% | Add +1.2% | 8,645 | $4.7M |
| CM Wealth Advisors LLC | 2.24% | Reduce -3.6% | 8,629 | $4.7M |
| Peterson Wealth Advisors, LLC | 0.99% | Reduce -7.0% | 8,620 | $4.7M |
| Security Benefit Life Insurance Co. | 1.56% | Reduce -30.1% | 8,600 | $4.7M |
| Merkkuri Wealth Advisors LLC | 4.33% | — | 8,590 | $4.7M |
| Semus Wealth Partners LLC | 3.63% | Reduce -8.2% | 8,590 | $4.7M |
| Leo Wealth, LLC | 0.48% | Add +6.5% | 8,572 | $4.7M |
| Blue Bell Private Wealth Management, LLC | 0.97% | Add +0.7% | 8,558 | $4.7M |
| Banque Pictet & Cie SA | 0.05% | Reduce -2.9% | 8,537 | $4.7M |
| New Republic Capital, LLC | 2.33% | Add +40.7% | 8,477 | $4.6M |
| Mitchell Capital Management Co. | 0.82% | Add +0.2% | 8,464 | $4.6M |
| Nicholas Hoffman & Company, LLC. | 0.22% | Add +2.7% | 8,427 | $4.6M |
| Maiden Cove Capital, LLC | 10.00% | — | 8,772 | $4.6M |
| Valley National Advisers Inc. | 0.68% | Add +16.3% | 8,371 | $4.6M |
| Bear Mountain Capital, Inc. | 1.86% | No change | 8,132 | $4.6M |
| Stockman Wealth Management, Inc. | 0.80% | Reduce -5.3% | 8,364 | $4.6M |
| Level Four Advisory Services, LLC | 0.21% | Reduce -53.4% | 8,340 | $4.6M |
| Measured Wealth Private Client Group, LLC | 1.60% | Reduce -5.2% | 8,333 | $4.6M |
| 49 Wealth Management, LLC | 0.90% | Reduce -0.8% | 8,300 | $4.6M |
| Stephen J. Garry & Associates, LLC | 4.60% | Reduce -0.0% | 8,312 | $4.5M |
| Ellis Investment Partners, LLC | 0.96% | Add +1.4% | 8,310 | $4.5M |
| Journey Advisory Group, LLC | 0.54% | Add +7.3% | 8,290 | $4.5M |
| Seven Springs Wealth Group, LLC | 1.81% | Reduce -2.7% | 8,281 | $4.5M |
| Shorepath Capital Management LLC | 3.48% | No change | 8,254 | $4.5M |
| Legacy Advisory Services, LLC | 4.13% | Reduce -0.1% | 8,248 | $4.5M |
| Bluespring Wealth Management, LLC | 0.48% | Add +0.3% | 8,234 | $4.5M |
| Wall Street Financial Group, Inc. | 7.65% | — | 8,229 | $4.5M |
| Signet Financial Management, LLC | 0.61% | Reduce -13.4% | 8,229 | $4.5M |
| NBT Bank, N.A. | 0.32% | Reduce -9.2% | 8,222 | $4.5M |
| Raab & Moskowitz Asset Management LLC | 1.22% | Reduce -1.4% | 8,206 | $4.5M |
| Stokes Family Office, LLC | 0.52% | Add +0.9% | 8,156 | $4.5M |
| Access Financial Services, Inc. | 2.03% | Reduce -1.1% | 8,153 | $4.5M |
| Schmidt P J Investment Management Inc. | 0.81% | Reduce -1.6% | 8,150 | $4.5M |
| VestGen Investment Management | 1.32% | Reduce -12.8% | 8,147 | $4.5M |
| Rockwood Wealth Management, LLC | 0.54% | Add +23.0% | 8,127 | $4.4M |
| Goepper Burkhardt LLC | 2.01% | Add +40.2% | 8,111 | $4.4M |
| Forum Financial Management, LP | 0.08% | Reduce -4.1% | 8,094 | $4.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 1.23% | Reduce -3.1% | 8,087 | $4.4M |
| Forte Capital LLC | 0.53% | Add +11.7% | 8,074 | $4.4M |
| Tyche Wealth Partners LLC | 1.08% | Add +2.5% | 8,072 | $4.4M |
| Marex Group Ltd | 0.12% | Add +1990.7% | 8,070 | $4.4M |
| Boston Family Office LLC | 0.32% | Reduce -24.5% | 8,039 | $4.4M |
| Pinnacle Bancorp, Inc. | 1.30% | Reduce -0.2% | 8,037 | $4.4M |
| All Season Financial Advisors, Inc. | 3.98% | Add +26.3% | 8,015 | $4.4M |
| Magnus Financial Group LLC | 0.49% | Add +11.2% | 7,973 | $4.4M |
| Compass Ion Advisors, LLC | 0.62% | No change | 8,289 | $4.4M |
| Asset Planning Corporation | 3.25% | Reduce -3.0% | 7,934 | $4.3M |
| Lincoln Capital Corp. | 1.86% | Add +4.7% | 7,912 | $4.3M |
| World Equity Group, Inc. | 1.29% | Reduce -56.7% | 7,892 | $4.3M |
| VitalStone Financial, LLC | 3.10% | Add +21.0% | 7,823 | $4.3M |
| Stegner Investment Associates Inc. | 3.08% | Reduce -0.3% | 7,817 | $4.3M |
| Clayton Financial Group LLC | 1.85% | Add +5.0% | 8,134 | $4.3M |
| St. Johns Investment Management Company, LLC | 2.03% | Reduce -2.1% | 7,813 | $4.3M |
| Old Mission Investment Co LLC | 1.39% | Add +0.1% | 7,804 | $4.3M |
| First County Bank | 2.19% | Reduce -8.3% | 7,799 | $4.3M |
| Dentgroup LLC | 3.43% | Reduce -2.5% | 7,783 | $4.3M |
| Weaver Consulting Group | 1.48% | Add +4.6% | 7,770 | $4.3M |
| Colonial River Investments, LLC | 2.29% | Reduce -22.8% | 7,765 | $4.2M |
| Auxano Advisors, LLC | 1.17% | Reduce -0.1% | 7,723 | $4.2M |
| Intelligence Driven Advisers, LLC | 0.60% | Add +15.4% | 7,709 | $4.2M |
| Triumph Capital Management | 1.65% | Add +17.2% | 7,708 | $4.2M |
| Efficient Advisors, LLC | 0.27% | Reduce -19.7% | 7,699 | $4.2M |
| Zega Financial, LLC | 1.52% | Add +37.5% | 7,696 | $4.2M |
| Dana Investment Advisors, Inc. | 0.14% | Add +0.5% | 7,675 | $4.2M |
| WJ Wealth Management, LLC | 1.53% | Reduce -0.5% | 7,672 | $4.2M |
| BlueSky Wealth Advisors, LLC | 0.70% | Reduce -2.4% | 7,641 | $4.2M |
| GFS Advisors, LLC | 0.67% | Add +1238.2% | 101,571 | $4.2M |
| Northeast Investment Management | 0.20% | Reduce -2.1% | 7,585 | $4.2M |
| Cassaday & Co Wealth Management LLC | 0.13% | Add +1.8% | 7,572 | $4.1M |
| Archvest Wealth Advisors, Inc. | 2.74% | Add +21.9% | 7,535 | $4.1M |
| Hollow Brook Wealth Management LLC | 1.40% | Add +0.7% | 7,548 | $4.1M |
| Portside Wealth Group, LLC | 0.79% | Reduce -11.4% | 7,537 | $4.1M |
| Glassman Wealth Services | 0.76% | Reduce -18.7% | 7,533 | $4.1M |
| Paces Ferry Wealth Advisors, LLC | 2.49% | Add +0.6% | 7,532 | $4.1M |
| Absolute Capital Management, LLC | 2.49% | Reduce -7.3% | 7,512 | $4.1M |
| Brown Miller Wealth Management, LLC | 1.70% | Add +6.1% | 7,481 | $4.1M |
| GPS Wealth Strategies Group, LLC | 0.61% | Add +22.1% | 7,472 | $4.1M |
| Parkside Financial Bank & Trust | 0.64% | Reduce -4.5% | 7,470 | $4.1M |
| Strategic Financial Concepts, LLC | 2.38% | Add +16180.5% | 2,130,469 | $4.1M |
| Ruggaard & Associates LLC | 1.88% | Reduce -3.7% | 7,443 | $4.1M |
| Intelligent Financial Strategies | 2.50% | Reduce -1.0% | 7,430 | $4.1M |
| Beverly Hills Private Wealth, LLC | 0.89% | Reduce -4.8% | 7,427 | $4.1M |
| Madison Asset Management, LLC | 0.05% | Add +13.3% | 7,407 | $4.1M |
| New England Private Wealth Advisors LLC | 0.71% | Add +4.4% | 7,400 | $4.0M |
| Gemmer Asset Management LLC | 0.43% | Add +1.2% | 7,381 | $4.0M |
| Ayalon Insurance Comp Ltd. | 1.33% | Add +5.9% | 7,356 | $4.0M |
| Geller Advisors LLC | 0.30% | Add +0.1% | 7,336 | $4.0M |
| Sage Capital Advisors,llc | 1.15% | Reduce -1.4% | 7,328 | $4.0M |
| M3 Advisory Group, LLC | 3.30% | Add +5.0% | 7,328 | $4.0M |
| Jackson, Grant Investment Advisers, Inc. | 1.62% | Reduce -0.3% | 7,317 | $4.0M |
| AA Financial Advisors, LLC | 1.41% | Add +8.0% | 7,306 | $4.0M |
| Jamison Private Wealth Management, Inc. | 0.66% | Add +16.4% | 7,274 | $4.0M |
| Simplex Trading, LLC | 0.13% | New | 7,269 | $4.0M |
| Northwest Investment Counselors, LLC | 0.99% | Add +9.3% | 7,254 | $4.0M |
| QRG Capital Management, Inc. | 0.05% | Add +5.1% | 7,247 | $4.0M |
| Plum Street Advisors, LLC | 2.31% | Reduce -0.6% | 7,246 | $4.0M |
| Marietta Wealth Management, LLC | 0.62% | Reduce -0.1% | 7,245 | $4.0M |
| Pillar Wealth Advisors, LLC | 4.75% | Reduce -31.3% | 7,229 | $4.0M |
| Schorn Wealth LLC | 1.42% | New | 7,229 | $4.0M |
| Gitterman Wealth Management, LLC | 1.52% | Add +0.0% | 7,217 | $3.9M |
| HM Payson & Co. | 0.07% | Reduce -0.4% | 7,210 | $3.9M |
| Luken Investment Analytics, LLC | 1.98% | Reduce -28.5% | 7,183 | $3.9M |
| Traynor Capital Management, Inc. | 0.33% | Add +7.1% | 7,157 | $3.9M |
| Aaron Wealth Advisors LLC | 0.54% | Add +0.2% | 7,156 | $3.9M |
| WR Wealth Planners, LLC | 1.19% | Reduce -1.5% | 7,155 | $3.9M |
| Nemes Rush Group LLC | 0.54% | Reduce -15.0% | 7,140 | $3.9M |
| Strategy Asset Managers LLC | 0.87% | Reduce -6.1% | 8,762 | $3.9M |
| Rinkey Investments | 1.40% | No change | 7,131 | $3.9M |
| Aufman Associates Inc | 2.78% | Add +0.2% | 7,127 | $3.9M |
| Premier Path Wealth Partners, LLC | 0.66% | Add +69.5% | 7,116 | $3.9M |
| RHS Financial, LLC | 2.38% | Reduce -0.3% | 7,108 | $3.9M |
| Sprinkle Financial Consultants LLC | 3.06% | Add +16.7% | 7,101 | $3.9M |
| Personal Cfo Solutions, LLC | 0.59% | Add +2.6% | 7,059 | $3.9M |
| TFB Advisors LLC | 1.26% | Reduce -53.5% | 7,056 | $3.9M |
| Fullcircle Wealth LLC | 1.89% | — | 7,093 | $3.9M |
| ICA Group Wealth Management, LLC | 2.30% | Reduce -69.3% | 6,995 | $3.8M |
| Enterprise Bank & Trust Co | 1.31% | Add +2.0% | 6,988 | $3.8M |
| Lansing Street Advisors | 1.59% | Add +10.1% | 6,982 | $3.8M |
| Oakwell Private Wealth Management, LLC | 1.08% | No change | 6,979 | $3.8M |
| MIdWestOne Financial Group, Inc. | 0.69% | No change | 6,950 | $3.8M |
| CIC Wealth, LLC | 1.05% | Add +0.3% | 6,944 | $3.8M |
| Banque Cantonale Vaudoise | 0.15% | Add +0.3% | 6,934 | $3.8M |
| Guyasuta Investment Advisors Inc. | 0.28% | No change | 7,939 | $3.8M |
| CoreFirst Bank & Trust | 2.55% | Add +5.8% | 6,926 | $3.8M |
| Cim, LLC | 0.57% | Reduce -5.5% | 6,828 | $3.8M |
| Edgemoor Investment Advisors, Inc. | 0.35% | Add +1.6% | 6,891 | $3.8M |
| Cornell Pochily Investment Advisors, Inc. | 1.43% | Add +1.9% | 6,873 | $3.8M |
| Empowered Funds, LLC | 0.06% | Reduce -23.8% | 6,852 | $3.7M |
| Strid Group, LLC | 0.62% | Reduce -12.6% | 6,850 | $3.7M |
| Quadrant Private Wealth Management, LLC | 0.86% | Reduce -9.3% | 6,841 | $3.7M |
| Smithbridge Asset Management Inc. | 0.77% | Reduce -32.0% | 6,782 | $3.7M |
| Foresight Capital Management Advisors, Inc. | 2.52% | Add +0.1% | 6,780 | $3.7M |
| Lindbrook Capital, LLC | 0.35% | Add +1.4% | 6,759 | $3.7M |
| Birmingham Capital Management Co. Inc. | 1.44% | Reduce -1.1% | 6,753 | $3.7M |
| Insight Advisors, LLC/ PA | 0.67% | Reduce -0.9% | 6,743 | $3.7M |
| Etesian Wealth Advisors, Inc. | 2.07% | Add +142.2% | 6,741 | $3.7M |
| Richard W. Paul & Associates, LLC | 1.42% | Reduce -3.3% | 6,734 | $3.7M |
| Abbrea Capital, LLC | 0.49% | Reduce -0.6% | 6,705 | $3.7M |
| WestHill Financial Advisors, Inc. | 0.89% | Add +2.3% | 6,696 | $3.7M |
| Carret Asset Management, LLC | 0.43% | Add +1.1% | 6,667 | $3.6M |
| NFSG Corp | 1.36% | Add +62.6% | 6,659 | $3.6M |
| WESPAC Advisors, LLC | 2.84% | Reduce -2.7% | 6,638 | $3.6M |
| Harvey Capital Management Inc. | 0.95% | Reduce -1.5% | 6,634 | $3.6M |
| Investors Research Corp | 0.85% | Reduce -0.3% | 6,621 | $3.6M |
| Straight Path Wealth Management | 1.85% | Reduce -6.2% | 6,599 | $3.6M |
| GenTrust, LLC | 0.20% | No change | 6,590 | $3.6M |
| First United Bank & Trust | 1.34% | Reduce -0.1% | 6,584 | $3.6M |
| Sonata Capital Group Inc. | 1.85% | Add +1.4% | 6,580 | $3.6M |
| Triune Financial Partners, LLC | 1.23% | Add +0.3% | 6,576 | $3.6M |
| Clarkston Capital Partners, LLC | 0.07% | Reduce -1.5% | 6,555 | $3.6M |
| First Bancorp, Inc | 2.64% | Reduce -0.9% | 6,537 | $3.6M |
| Cassady Schiller Wealth Management, LLC | 1.45% | No change | 6,534 | $3.6M |
| Independent Advisor Alliance | 0.12% | Reduce -0.3% | 6,533 | $3.6M |
| Trust Co of the South | 0.85% | No change | 6,528 | $3.6M |
| Vontobel Holding Ltd. | 0.01% | No change | 6,524 | $3.6M |
| Everpar Advisors LLC | 1.79% | Add +92.9% | 6,521 | $3.6M |
| Macroview Investment Management LLC | 3.79% | Reduce -3.2% | 6,490 | $3.6M |
| Oldfather Financial Services, LLC | 1.46% | Add +0.1% | 6,489 | $3.6M |
| Arista Wealth Management, LLC | 0.93% | Add +79.7% | 6,477 | $3.5M |
| Sei Investments Co. | 0.01% | Reduce -9.3% | 6,466 | $3.5M |
| Galvin, Gaustad & Stein, LLC | 0.33% | Add +11.3% | 6,421 | $3.5M |
| Lion Street Advisors, LLC | 1.30% | Add +8.3% | 6,394 | $3.5M |
| Hill Island Financial LLC | 1.14% | Reduce -0.6% | 6,374 | $3.5M |
| Lyell Wealth Management, LP | 0.33% | Reduce -2.6% | 6,367 | $3.5M |
| Romano Brothers and Company | 0.48% | Reduce -0.1% | 6,365 | $3.5M |
| First Financial Bankshares Inc | 0.08% | Reduce -2.4% | 6,359 | $3.5M |
| Asset Dedication, LLC | 0.24% | Add +1.0% | 6,326 | $3.5M |
| Clifford Swan Investment Counsel LLC | 0.13% | No change | 6,291 | $3.4M |
| Mattern Wealth Management LLC | 0.83% | Reduce -1.6% | 6,286 | $3.4M |
| Condor Capital Management | 0.33% | Reduce -1.2% | 6,269 | $3.4M |
| Davidson Trust Co. | 2.36% | Reduce -6.2% | 6,256 | $3.4M |
| Total Clarity Wealth Management, Inc. | 1.19% | Add +1.7% | 6,251 | $3.4M |
| Hutchens & Kramer Investment Management Group, LLC | 1.89% | Reduce -31.5% | 6,232 | $3.4M |
| Pension & Wealth Management Advisors, Inc. | 1.96% | Add +7.3% | 6,242 | $3.4M |
| Stone Summit Wealth LLC | 1.22% | Add +7.0% | 6,240 | $3.4M |
| Mason & Associates, LLC | 1.12% | Reduce -8.3% | 6,208 | $3.4M |
| Arlington Trust Co LLC | 0.80% | Add +51.1% | 6,201 | $3.4M |
| Facet Wealth, Inc. | 0.10% | Reduce -9.4% | 6,208 | $3.4M |
| Valley Wealth Managers, Inc. | 0.27% | Reduce -10.5% | 6,180 | $3.4M |
| Legacy Financial Advisors, Inc. | 0.60% | Reduce -49.3% | 6,161 | $3.4M |
| Atlas Brown,Inc. | 1.21% | Add +4.3% | 6,155 | $3.4M |
| Leeward Financial Partners, LLC | 1.35% | Add +9.9% | 6,091 | $3.3M |
| Wealthcare Capital Management LLC | 0.35% | Reduce -6.0% | 6,087 | $3.3M |
| Goodman Financial Corp | 0.74% | Add +1240.6% | 6,073 | $3.3M |
| Financial Perspectives, Inc | 1.23% | Add +0.6% | 6,065 | $3.3M |
| Fisher Asset Management | 0.00% | Add +11.9% | 6,049 | $3.3M |
| Rockland Trust Co. | 0.17% | Reduce -4.8% | 6,046 | $3.3M |
| Koesten, Hirschmann & Crabtree, INC. | 2.12% | No change | 6,289 | $3.3M |
| Thrive Wealth Management, LLC | 0.65% | Add +2.5% | 6,031 | $3.3M |
| Full Sail Capital, LLC | 0.22% | Reduce -2.8% | 6,017 | $3.3M |
| Sage Financial Group Inc. | 0.28% | Add +6.9% | 5,994 | $3.3M |
| Warner Financial, Inc. | 1.60% | Add +0.2% | 5,987 | $3.3M |
| Beacon Financial Advisory LLC | 1.22% | Add +11.4% | 5,979 | $3.3M |
| Chesapeake Wealth Management | 1.18% | Add +13.9% | 5,931 | $3.2M |
| Redwood Wealth Management Group, LLC | 2.45% | Add +2.7% | 5,930 | $3.2M |
| Investment Partners, LTD. | 1.46% | Reduce -0.8% | 5,929 | $3.2M |
| Hohimer Wealth Management, LLC | 0.75% | Add +5.4% | 5,912 | $3.2M |
| Newport Capital Group, LLC | 2.56% | — | 5,910 | $3.2M |
| WNY Asset Management, LLC | 0.43% | Add +3.8% | 5,907 | $3.2M |
| Prudent Man Advisors, LLC | 1.14% | No change | 5,873 | $3.2M |
| First Business Financial Services, Inc. | 0.34% | No change | 5,873 | $3.2M |
| Woodley Farra Manion Portfolio Management Inc. | 0.17% | Reduce -3.9% | 5,857 | $3.2M |
| Rathbones Group PLC | 0.02% | Add +0.9% | 5,857 | $3.2M |
| Prostatis Group LLC | 1.12% | Add +8.6% | 5,848 | $3.2M |
| McIlrath & Eck, LLC | 0.47% | Reduce -3.3% | 5,806 | $3.2M |
| Aspire Private Capital, LLC | 0.82% | Reduce -10.5% | 5,798 | $3.2M |
| Tranquility Partners, LLC | 1.21% | Reduce -0.8% | 5,764 | $3.2M |
| Mairs & Power Inc. | 0.03% | Reduce -7.6% | 5,760 | $3.2M |
| Concentric Wealth Management, LLC | 0.82% | Reduce -3.7% | 5,753 | $3.1M |
| Paladin Advisory Group, LLC | 2.45% | Add +0.6% | 5,727 | $3.1M |
| Aspen Investment Management Inc | 1.57% | No change | 5,736 | $3.1M |
| Oakworth Capital, Inc. | 0.23% | Reduce -2.0% | 5,719 | $3.1M |
| Vident Advisory, LLC | 0.09% | Add +5.7% | 5,684 | $3.1M |
| FAS Wealth Partners, Inc. | 0.27% | Add +0.2% | 5,682 | $3.1M |
| United Capital Management of KS, Inc. | 0.68% | Reduce -14.8% | 5,673 | $3.1M |
| Black Diamond Financial, LLC | 0.60% | Add +1.1% | 5,666 | $3.1M |
| Ascentis Independent Advisors | 0.65% | — | 5,660 | $3.1M |
| Two West Capital Advisors LLC | 2.95% | — | 5,654 | $3.1M |
| Hemington Wealth Management | 1.04% | Add +1.3% | 5,654 | $3.1M |
| West Paces Advisors Inc. | 0.81% | Add +1.8% | 5,646 | $3.1M |
| Topel & Distasi Wealth Management, LLC | 1.35% | No change | 5,630 | $3.1M |
| Harbour Capital Advisors, LLC | 0.73% | Add +2.6% | 5,615 | $3.1M |
| SilverOak Wealth Management LLC | 0.74% | Reduce -1.5% | 5,620 | $3.1M |
| Frank, Rimerman Advisors LLC | 0.22% | Reduce -1.4% | 5,609 | $3.1M |
| Arcadia Investment Advisors LLC | 1.74% | Reduce -0.1% | 5,604 | $3.1M |
| Carmichael Hill & Associates, Inc. | 1.24% | Reduce -0.4% | 5,586 | $3.1M |
| First Western Trust Bank | 0.15% | Reduce -14.3% | 5,585 | $3.1M |
| Uptick Partners, LLC | 2.34% | No change | 5,797 | $3.0M |
| Ackerman Capital Advisors, LLC | 0.80% | No change | 5,527 | $3.0M |
| Intrua Financial, LLC | 0.49% | Reduce -0.1% | 5,509 | $3.0M |
| Schnieders Capital Management LLC | 0.61% | No change | 5,507 | $3.0M |
| Corrigan Financial, Inc. | 0.77% | No change | 5,732 | $3.0M |
| Resurgent Financial Advisors LLC | 1.88% | Reduce -49.3% | 5,501 | $3.0M |
| Arbor Trust Wealth Advisors, LLC | 1.58% | Reduce -0.6% | 5,486 | $3.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.67% | Reduce -0.6% | 5,484 | $3.0M |
| Tufton Capital Management | 0.58% | Add +4.3% | 5,466 | $3.0M |
| CWS Financial Advisors, LLC | 1.16% | Reduce -1.6% | 5,407 | $3.0M |
| PVG Asset Management Corp. | 11.71% | — | 5,402 | $3.0M |
| Wallace Advisory Group, LLC | 2.13% | Reduce -21.3% | 5,400 | $3.0M |
| Cahill Financial Advisors Inc. | 0.40% | Reduce -12.3% | 5,399 | $3.0M |
| TFO Wealth Partners, LLC | 0.58% | Reduce -0.9% | 5,379 | $2.9M |
| Worth Financial Advisory Group, LLC | 1.93% | Reduce -2.6% | 5,374 | $2.9M |
| Crown Wealth Group, LLC | 1.47% | Reduce -3.4% | 5,368 | $2.9M |
| Pettyjohn, Wood & White, Inc. | 0.57% | Add +25.8% | 5,365 | $2.9M |
| Northwest Capital Management Inc | 1.07% | Reduce -18.9% | 5,362 | $2.9M |
| Capital Investment Counsel, LLC | 0.58% | Reduce -7.7% | 5,358 | $2.9M |
| Procyon Advisors, LLC | 0.22% | Add +4.1% | 5,354 | $2.9M |
| Mogy Joel R Investment Counsel Inc. | 0.18% | No change | 5,323 | $2.9M |
| Spirepoint Private Client, LLC | 0.41% | Add +2.9% | 5,316 | $2.9M |
| Evanson Asset Management, LLC | 0.21% | Reduce -30.8% | 5,315 | $2.9M |
| Insigneo Advisory Services, LLC | 0.33% | Add +33.7% | 5,578 | $2.9M |
| Appleton Partners Inc. | 0.22% | No change | 5,291 | $2.9M |
| Biltmore Family Office, LLC | 0.53% | Add +5.3% | 5,281 | $2.9M |
| Segment Wealth Management, LLC | 0.21% | Add +0.1% | 5,255 | $2.9M |
| Liberty Capital Management, Inc. | 0.68% | Add +16.7% | 5,246 | $2.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | No change | 5,245 | $2.9M |
| First National Corp. /Ma/ | 0.68% | Add +1.5% | 5,238 | $2.9M |
| Lazari Capital Management, Inc. | 1.29% | Add +284.2% | 5,229 | $2.9M |
| Centric Wealth Management | 0.82% | Reduce -2.8% | 5,212 | $2.9M |
| Ipswich Investment Management Co., Inc. | 0.66% | Add +0.9% | 5,191 | $2.8M |
| First Trust Direct Indexing L.P. | 0.18% | Add +190.7% | 5,183 | $2.8M |
| Curbstone Financial Management Corp | 0.61% | Add +17.0% | 5,162 | $2.8M |
| Laurel Wealth Planning LLC | 1.96% | Reduce -1.1% | 5,157 | $2.8M |
| Global Financial Private Client, LLC | 1.18% | Reduce -4.6% | 5,137 | $2.8M |
| MBA Advisors LLC | 1.43% | Add +0.5% | 5,125 | $2.8M |
| Van Strum & Towne Inc. | 1.02% | Reduce -2.2% | 5,123 | $2.8M |
| Howard Wealth Management, LLC | 2.21% | Reduce -0.5% | 5,123 | $2.8M |
| Chilton Capital Management LLC | 0.13% | Reduce -16.9% | 5,116 | $2.8M |
| Summit Financial Wealth Advisors, LLC | 0.57% | Reduce -0.4% | 5,111 | $2.8M |
| Castle Wealth Management LLC | 1.34% | Reduce -0.4% | 5,109 | $2.8M |
| Renasant Bank | 1.92% | Add +67.0% | 5,094 | $2.8M |
| Global Strategic Investment Solutions, LLC | 0.34% | Add +0.3% | 5,075 | $2.8M |
| Pineridge Advisors LLC | 0.94% | Reduce -3.1% | 5,060 | $2.8M |
| American Financial Advisors, LLC | 0.39% | Reduce -4.0% | 5,059 | $2.8M |
| Caldwell Sutter Capital, Inc. | 1.37% | Reduce -1.0% | 5,055 | $2.8M |
| Melfa Wealth Management, Inc. | 1.93% | Add +5.1% | 5,042 | $2.8M |
| Axiom Advisory, LLC | 0.03% | New | 5,239 | $2.8M |
| Walled Lake Planning & Wealth Management, LLC | 1.12% | Add +7.2% | 5,027 | $2.8M |
| Sterling Wealth Management, Inc. | 1.30% | Reduce -13.0% | 5,022 | $2.7M |
| Triton Financial Group Inc | 1.93% | Add +1.4% | 5,022 | $2.7M |
| Fortis Capital Management LLC | 0.58% | Reduce -0.2% | 4,993 | $2.7M |
| Davis R M Inc. | 0.06% | Reduce -0.8% | 4,985 | $2.7M |
| Traveka Wealth, LLC | 1.33% | Add +5.8% | 4,983 | $2.7M |
| Peoples Financial Services Corp. | 1.23% | Reduce -18.5% | 4,981 | $2.7M |
| Arcadia Investment Management Corp. | 0.46% | Reduce -18.1% | 4,974 | $2.7M |
| MB Generational Wealth, LLC | 2.10% | Reduce -5.0% | 4,952 | $2.7M |
| Ridgepath Capital Management LLC | 2.65% | Add +1.1% | 4,942 | $2.7M |
| PSI Advisors, LLC | 0.86% | Reduce -18.9% | 4,940 | $2.7M |
| REAP Financial Group, LLC | 0.73% | Reduce -11.3% | 4,938 | $2.7M |
| Rothschild & Co Wealth Management UK Ltd | 0.05% | No change | 4,929 | $2.7M |
| Gratus Wealth Advisors, LLC | 0.46% | Reduce -0.3% | 4,884 | $2.7M |
| Paulson Wealth Management Inc. | 0.78% | Add +1.4% | 4,906 | $2.7M |
| Clarity Capital Advisors, LLC | 2.07% | Add +0.3% | 4,886 | $2.7M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +11.4% | 4,877 | $2.7M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -16.9% | 4,863 | $2.7M |
| Fortis Group Advisors, LLC | 0.53% | Reduce -3.1% | 4,854 | $2.7M |
| Forefront Analytics, LLC | 1.27% | Reduce -6.4% | 4,847 | $2.7M |
| Kavar Capital Partners Group, LLC | 0.48% | Add +6.5% | 4,830 | $2.6M |
| Realta Investment Advisors | 0.52% | Add +260.7% | 4,822 | $2.6M |
| Alerus Financial NA | 0.20% | Reduce -4.8% | 4,818 | $2.6M |
| FF Advisors,LLC | 1.85% | Reduce -3.8% | 4,808 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.35% | Add +1.8% | 4,806 | $2.6M |
| Peninsula Wealth, LLC | 0.49% | Add +492.0% | 4,665 | $2.6M |
| Titleist Asset Management, LLC | 0.40% | Reduce -9.9% | 4,795 | $2.6M |
| Napatree Capital LLC | 2.12% | Add +0.1% | 4,782 | $2.6M |
| Darrow Company, Inc. | 1.70% | Add +0.0% | 4,776 | $2.6M |
| Howard Financial Services, LTD. | 0.43% | Add +0.3% | 4,776 | $2.6M |
| Gallacher Capital Management LLC | 1.37% | Reduce -3.3% | 4,748 | $2.6M |
| MBM Wealth Consultants, LLC | 0.89% | Reduce -1.1% | 4,648 | $2.6M |
| Goodwin Investment Advisory | 1.19% | Add +0.1% | 4,737 | $2.6M |
| Courage Miller Partners, LLC | 0.93% | Reduce -0.1% | 4,726 | $2.6M |
| Aprio Wealth Management, LLC | 0.47% | Reduce -2.1% | 4,721 | $2.6M |
| Girard Partners LTD. | 0.24% | Reduce -8.0% | 4,702 | $2.6M |
| Centennial Bank | 1.26% | Reduce -0.2% | 4,700 | $2.6M |
| New Millennium Group LLC | 1.68% | Add +6.0% | 4,689 | $2.6M |
| Zacks Investment Management | 0.03% | Add +1.6% | 4,683 | $2.6M |
| SRH Advisors, LLC | 0.86% | No change | 4,677 | $2.6M |
| Meyer Handelman Co. | 0.09% | Add +35.5% | 4,670 | $2.6M |
| PGIM Custom Harvest LLC | 0.06% | Add +21.4% | 4,661 | $2.6M |
| Tolleson Wealth Management, Inc. | 0.50% | No change | 4,656 | $2.5M |
| Sage Rhino Capital LLC | 0.61% | No change | 4,655 | $2.5M |
| Cowa, LLC | 1.36% | Reduce -2.3% | 4,649 | $2.5M |
| Arlington Financial Advisors, LLC | 0.56% | Add +1.5% | 4,646 | $2.5M |
| Trust Co of Tennessee | 0.91% | — | 4,643 | $2.5M |
| Kathleen S. Wright Associates Inc. | 1.16% | Reduce -2.5% | 4,627 | $2.5M |
| SOA Wealth Advisors, LLC. | 0.51% | Add +0.2% | 4,624 | $2.5M |
| Mengis Capital Management, Inc. | 0.52% | Add +63.3% | 4,621 | $2.5M |
| Financial Consulate, Inc. | 0.74% | Reduce -2.0% | 4,618 | $2.5M |
| Avantax Planning Partners, Inc. | 0.08% | Add +6.7% | 4,609 | $2.5M |
| Lane & Associates LLC | 1.49% | Add +11.8% | 4,602 | $2.5M |
| AlphaStar Capital Management, LLC | 0.23% | Reduce -8.7% | 4,601 | $2.5M |
| Turtle Creek Wealth Advisors, LLC | 0.58% | Add +10.2% | 4,594 | $2.5M |
| StoneCrest Wealth Management, Inc. | 1.91% | Reduce -10.3% | 4,578 | $2.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Reduce -15.6% | 4,561 | $2.5M |
| GC Wealth Management RIA, LLC | 0.49% | Add +10.0% | 4,566 | $2.5M |
| Smith Thornton Advisors LLC | 1.84% | — | 4,562 | $2.5M |
| Hobart Private Capital, LLC | 0.71% | Reduce -26.6% | 4,559 | $2.5M |
| Bridge Advisory, LLC | 1.23% | Reduce -24.9% | 4,557 | $2.5M |
| GAMMA Investing LLC | 0.34% | Add +8.1% | 4,551 | $2.5M |
| Allie Family Office LLC | 1.50% | Reduce -20.0% | 4,485 | $2.5M |
| Austin Private Wealth, LLC | 0.27% | Reduce -0.4% | 4,548 | $2.5M |
| Cobblestone Capital Advisors LLC | 0.15% | Reduce -1.9% | 4,532 | $2.5M |
| Mesirow Institutional Investment Management, Inc. | 0.22% | Add +0.3% | 4,517 | $2.5M |
| Keel Point, LLC | 0.22% | Add +71.9% | 4,532 | $2.5M |
| Plancorp, LLC | 0.11% | Add +17.4% | 4,500 | $2.5M |
| Obermeyer Wealth Partners | 0.14% | Add +6.1% | 4,488 | $2.5M |
| Almanack Investment Partners, LLC. | 0.41% | Add +66.6% | 4,484 | $2.5M |
| JARISLOWSKY, FRASER Ltd | 0.01% | New | 4,482 | $2.5M |
| GHP Investment Advisors, Inc. | 0.12% | Reduce -1.0% | 4,452 | $2.4M |
| Islay Capital Management, LLC | 1.76% | Reduce -3.2% | 4,447 | $2.4M |
| FSM Wealth Advisors, LLC | 0.81% | Reduce -0.1% | 4,434 | $2.4M |
| Alpha Cubed Investments, LLC | 0.12% | Reduce -2.3% | 4,427 | $2.4M |
| Wealth Effects LLC | 0.88% | Reduce -19.4% | 4,419 | $2.4M |
| Florida Trust Wealth Management Co | 0.08% | Reduce -1.7% | 4,417 | $2.4M |
| Virtue Capital Management, LLC | 0.41% | Reduce -19.3% | 4,334 | $2.4M |
| Resources Management Corp. /CT/ | 0.35% | Reduce -0.9% | 4,416 | $2.4M |
| Vigilare Wealth Management | 1.07% | Reduce -3.6% | 4,407 | $2.4M |
| Beck Mack & Oliver LLC | 0.05% | Add +4.5% | 4,407 | $2.4M |
| Laurel Wealth Advisors LLC | 0.42% | Reduce -3.6% | 4,407 | $2.4M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +25.5% | 4,401 | $2.4M |
| Continental Investors Services, Inc. | 5.35% | Reduce -6.8% | 4,394 | $2.4M |
| Exchange Capital Management, Inc. | 0.39% | Reduce -7.3% | 4,390 | $2.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | Reduce -8.3% | 4,385 | $2.4M |
| Lincoln Capital LLC | 0.53% | Reduce -1.5% | 4,376 | $2.4M |
| Oxinas Partners, LLC | 1.59% | Reduce -15.1% | 4,372 | $2.4M |
| Sonora Investment Management Group, LLC | 0.19% | No change | 4,545 | $2.4M |
| Breed's Hill Capital LLC | 2.11% | Add +19.8% | 4,360 | $2.4M |
| Sage Mountain Advisors LLC | 0.22% | Add +12.6% | 4,339 | $2.4M |
| Court Place Advisors, LLC | 0.74% | Add +0.4% | 4,337 | $2.4M |
| CSM Advisors, LLC | 0.17% | Reduce -32.7% | 4,330 | $2.4M |
| Colony Family Offices, LLC | 0.76% | Reduce -7.9% | 4,321 | $2.4M |
| CapWealth Advisors, LLC | 0.30% | Reduce -2.0% | 4,313 | $2.4M |
| Knightsbridge Asset Management, LLC | 0.59% | No change | 4,277 | $2.3M |
| Silvia McColl Wealth Management, LLC | 1.94% | No change | 4,275 | $2.3M |
| Headinvest, LLC | 0.46% | Add +12.5% | 4,240 | $2.3M |
| BTG Pactual Asset Management US LLC | 0.58% | — | 4,201 | $2.3M |
| Retirement Planning Group, LLC | 0.15% | Reduce -5.1% | 4,199 | $2.3M |
| Creative Financial Designs Inc. | 0.20% | Reduce -7.4% | 4,183 | $2.3M |
| Family Manage LLC | 0.41% | Add +0.3% | 4,172 | $2.3M |
| Montgomery Investment Management Inc. | 0.90% | Add +0.1% | 4,160 | $2.3M |
| Aspire Capital Advisors LLC | 0.74% | Add +6.7% | 4,158 | $2.3M |
| Collective Family Office LLC | 0.67% | Add +148.6% | 4,154 | $2.3M |
| Hilltop Holdings Inc. | 0.26% | Add +12.4% | 4,141 | $2.3M |
| Sanders Morris Harris LLC | 0.37% | New | 4,132 | $2.3M |
| Opus Capital Group, LLC | 0.32% | Add +12.0% | 4,105 | $2.2M |
| Ironsides Asset Advisors, LLC | 0.75% | No change | 4,100 | $2.2M |
| Institute for Wealth Management, LLC. | 0.30% | Add +10.6% | 4,082 | $2.2M |
| Strategic Equity Management | 1.45% | Reduce -18.9% | 4,063 | $2.2M |
| First Manhattan Co. Llc. | 0.01% | Add +0.7% | 4,051 | $2.2M |
| Roman Butler Fullerton & Co. | 0.72% | Reduce -0.9% | 3,925 | $2.2M |
| Barnes Pettey Financial Advisors, LLC | 1.90% | Add +0.1% | 4,042 | $2.2M |
| Magnolia Capital Advisors LLC | 1.24% | New | 4,039 | $2.2M |
| ARS Investment Partners, LLC | 0.21% | Add +19.6% | 4,035 | $2.2M |
| Guardian Asset Advisors, LLC | 1.62% | Reduce -17.5% | 4,035 | $2.2M |
| Waypoint Capital Advisors, LLC | 0.55% | No change | 4,005 | $2.2M |
| ORBA Wealth Advisors, L.L.C. | 1.13% | Add +7.9% | 4,004 | $2.2M |
| Francis Financial, Inc. | 0.66% | Add +3.0% | 3,995 | $2.2M |
| Key Financial Inc | 0.52% | Add +19.6% | 3,992 | $2.2M |
| NTV Asset Management LLC | 0.31% | Add +15.8% | 3,981 | $2.2M |
| Napa Wealth Management | 1.47% | Add +2.8% | 3,979 | $2.2M |
| Essex LLC | 0.49% | Reduce -9.4% | 3,975 | $2.2M |
| Clearwater Capital Advisors, LLC | 0.23% | Reduce -19.4% | 3,972 | $2.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.26% | No change | 3,968 | $2.2M |
| Alta Wealth Advisors LLC | 1.08% | Reduce -2.4% | 3,960 | $2.2M |
| Cibc World Markets Corp. | 0.01% | Reduce -1.8% | 3,957 | $2.2M |
| Denver PWM, LLC | 0.86% | Reduce -4.2% | 3,947 | $2.2M |
| Moneco Advisors, LLC | 0.32% | Add +1.4% | 3,943 | $2.2M |
| DBK Financial Counsel, LLC | 2.35% | Reduce -10.0% | 3,938 | $2.2M |
| Firestone Capital Management | 0.59% | Add +4.5% | 3,937 | $2.2M |
| LGT Financial Advisors LLC | 4.54% | Reduce -14.3% | 3,930 | $2.2M |
| Angeles Wealth Management, LLC | 0.20% | Reduce -18.0% | 3,924 | $2.1M |
| Operose Advisors LLC | 0.76% | Add +9.8% | 3,922 | $2.1M |
| LM Advisors LLC | 0.43% | Reduce -20.4% | 3,915 | $2.1M |
| Encompass Wealth Advisors, LLC | 0.57% | Reduce -9.0% | 3,887 | $2.1M |
| Bayesian Capital Management, LP | 0.24% | New | 3,884 | $2.1M |
| LTG Capital LLC | 1.92% | Reduce -0.6% | 3,884 | $2.1M |
| CNB Bank | 1.02% | Add +2.6% | 3,883 | $2.1M |
| W.H. Cornerstone Investments Inc. | 1.50% | Add +0.3% | 3,878 | $2.1M |
| TD Asset Management Inc | 0.00% | Reduce -5.4% | 3,873 | $2.1M |
| Seven Post Investment Office LP | 0.39% | No change | 3,860 | $2.1M |
| Patten & Patten Inc. | 0.15% | Add +0.7% | 3,850 | $2.1M |
| Private Capital Management, LLC | 0.25% | Reduce -1.4% | 3,847 | $2.1M |
| Woodmont Investment Counsel LLC | 0.17% | Add +40.3% | 3,834 | $2.1M |
| Schrum Private Wealth Management LLC | 1.89% | Add +36.0% | 3,827 | $2.1M |
| Cerro Pacific Wealth Advisors LLC | 0.80% | — | 3,826 | $2.1M |
| Warren Street Wealth Advisors, LLC | 1.04% | Add +3.8% | 3,816 | $2.1M |
| Old Second National Bank of Aurora | 0.53% | Add +111.2% | 3,810 | $2.1M |
| Axiom Investors LLC | 0.02% | Reduce -7.3% | 3,800 | $2.1M |
| Founders Financial Alliance, LLC | 0.62% | Add +4.5% | 3,795 | $2.1M |
| Beacon Capital Management, LLC | 0.38% | Reduce -0.0% | 3,794 | $2.1M |
| Strategic Investment Solutions, Inc. | 0.67% | — | 3,744 | $2.1M |
| Seneca Financial Advisors LLC | 1.07% | Add +59.1% | 3,783 | $2.1M |
| Cohen Capital Management, Inc. | 0.36% | Add +0.2% | 3,781 | $2.1M |
| James Investment Research, Inc. | 0.25% | Reduce -21.0% | 3,777 | $2.1M |
| Essex Bank | 0.56% | Reduce -2.3% | 3,773 | $2.1M |
| Gallagher Fiduciary Advisors, LLC | 0.46% | Reduce -10.5% | 3,771 | $2.1M |
| Intrust Bank NA | 0.22% | Add +1.5% | 3,767 | $2.1M |
| Howland Capital Management LLC | 0.10% | Add +12.8% | 3,761 | $2.1M |
| Peak Financial Management, Inc. | 0.64% | Reduce -0.5% | 3,756 | $2.1M |
| Mayfair Advisory Group, LLC | 1.39% | Add +17.3% | 3,634 | $2.0M |
| Wells Financial Advisors INC | 1.35% | Reduce -2.6% | 3,736 | $2.0M |
| Versant Capital Management, Inc | 0.52% | No change | 3,732 | $2.0M |
| LaSalle St. Investment Advisors, LLC | 1.02% | Add +34.3% | 3,732 | $2.0M |
| Naviter Wealth, LLC | 0.30% | Add +0.3% | 3,729 | $2.0M |
| Sunflower Bank, N.A. | 0.48% | Reduce -0.4% | 3,719 | $2.0M |
| Donor Advised Charitable Giving, Inc. | 0.05% | Reduce -2.2% | 3,718 | $2.0M |
| Blodgett Wealth Advisors, LLC | 1.72% | Add +9.3% | 3,713 | $2.0M |
| Pacifica Partners Inc. | 0.87% | Reduce -1.9% | 3,662 | $2.0M |
| Tompkins Financial Corp. | 0.21% | Add +5.5% | 3,705 | $2.0M |
| Moneywise, Inc. | 1.07% | Reduce -3.5% | 3,701 | $2.0M |
| Y.D. More Investments Ltd | 0.21% | Reduce -44.8% | 3,700 | $2.0M |
| Builder Investment Group Inc. | 0.55% | Reduce -0.3% | 3,698 | $2.0M |
| SP Asset Management LLC | 0.18% | Add +565.8% | 3,695 | $2.0M |
| Weik Capital Management | 0.86% | Add +11.5% | 3,680 | $2.0M |
| Gilliland Jeter Wealth Management LLC | 0.68% | Add +6.0% | 3,668 | $2.0M |
| Willow Creek Wealth Management Inc. | 0.23% | Reduce -0.1% | 3,659 | $2.0M |
| Wedgewood Investors Inc. | 2.37% | — | 3,650 | $2.0M |
| Corundum Trust Company, INC | 5.74% | — | 3,604 | $2.0M |
| Maple Capital Management, Inc. | 0.16% | Add +32.5% | 3,603 | $2.0M |
| TrueWealth Advisors, LLC | 0.73% | Add +3.4% | 3,596 | $2.0M |
| Sompo Asset Management Co., Ltd. | 0.33% | Add +102.4% | 3,595 | $2.0M |
| Weatherly Asset Management L. P. | 0.18% | Reduce -2.7% | 3,590 | $2.0M |
| Central Bank & Trust Co. | 0.27% | Add +9.7% | 3,587 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +103.7% | 3,583 | $2.0M |
| tru Independence LLC | 0.59% | Reduce -5.2% | 3,578 | $2.0M |
| Lantern Wealth Advisors, LLC | 1.41% | Reduce -25.0% | 3,564 | $2.0M |
| Farmers Trust Co. | 0.39% | Reduce -1.3% | 3,554 | $1.9M |
| Garden State Investment Advisory Services LLC | 0.67% | Reduce -3.3% | 3,546 | $1.9M |
| Greenwich Wealth Management LLC | 0.14% | Add +2.4% | 3,542 | $1.9M |
| Sentinel Pension Advisors, LLC | 0.40% | Reduce -0.6% | 3,538 | $1.9M |
| Formidable Asset Management, LLC | 0.31% | Reduce -0.5% | 3,520 | $1.9M |
| Tradewinds, LLC. | 0.59% | New | 3,518 | $1.9M |
| Lazard Freres Gestion S.A.S. | 0.04% | Reduce -5.4% | 3,500 | $1.9M |
| Gradient Investments LLC | 0.04% | Add +527.0% | 3,511 | $1.9M |
| Indiana Trust & Investment Management Co | 0.70% | Add +20.6% | 3,505 | $1.9M |
| ERn Financial, LLC | 0.32% | Add +3.2% | 3,502 | $1.9M |
| Teramo Advisors, LLC | 0.95% | Reduce -96.0% | 3,500 | $1.9M |
| PBMares Wealth Management LLC | 0.47% | Reduce -0.8% | 3,492 | $1.9M |
| Painted Porch Advisors LLC | 1.08% | Reduce -1.0% | 3,485 | $1.9M |
| 1ST Source Bank | 0.11% | Reduce -9.5% | 3,464 | $1.9M |
| Allegheny Financial Group | 0.54% | Add +26.6% | 3,442 | $1.9M |
| Sepio Capital, LP | 0.17% | Reduce -46.3% | 3,440 | $1.9M |
| Ceera Investments, LLC | 0.79% | Add +115.0% | 3,427 | $1.9M |
| TCV Trust & Wealth Management, Inc. | 0.18% | No change | 3,414 | $1.9M |
| Granite FO LLC | 1.19% | No change | 3,413 | $1.9M |
| Sound View Wealth Advisors Group, LLC | 0.19% | Add +1.0% | 3,407 | $1.9M |
| Kornitzer Capital Management Inc. | 0.04% | Add +0.3% | 3,403 | $1.9M |
| Palisade Capital Management, LP | 0.06% | Add +8.4% | 3,390 | $1.9M |
| SeaCrest Wealth Management, LLC | 0.21% | Add +4.2% | 3,390 | $1.9M |
| Platte River Wealth Advisors, LLC | 0.52% | No change | 3,386 | $1.9M |
| Family Asset Management, LLC | 1.19% | Add +11.3% | 3,378 | $1.8M |
| Arq Wealth Advisors, LLC | 0.79% | Add +6.9% | 3,356 | $1.8M |
| Goldstein Advisors, LLC | 0.31% | Add +35.9% | 3,349 | $1.8M |
| First PREMIER Bank | 0.49% | No change | 3,346 | $1.8M |
| Truvestments Capital LLC | 0.73% | Reduce -0.7% | 3,346 | $1.8M |
| Live Oak Private Wealth LLC | 0.31% | Reduce -6.7% | 3,340 | $1.8M |
| Vista Capital Partners, Inc. | 0.23% | Reduce -2.6% | 3,336 | $1.8M |
| Sachetta, LLC | 0.79% | Reduce -35.0% | 3,350 | $1.8M |
| Ehrlich Financial Group | 1.44% | Add +6.7% | 3,327 | $1.8M |
| KFG Wealth Management, LLC | 0.72% | Add +11.4% | 3,327 | $1.8M |
| Empirical Asset Management, LLC | 0.68% | Add +138.2% | 3,321 | $1.8M |
| Iowa State Bank | 0.40% | No change | 3,320 | $1.8M |
| Sandhill Capital Partners LLC | 0.14% | Add +22.6% | 3,320 | $1.8M |
| Inspire Advisors, LLC | 0.24% | Reduce -12.9% | 3,317 | $1.8M |
| Client 1ST Advisory Group, LLC | 0.78% | Add +1.2% | 3,315 | $1.8M |
| HHM Wealth Advisors, LLC | 0.27% | Reduce -6.2% | 3,306 | $1.8M |
| F&V Capital Management, LLC | 0.53% | Add +41.9% | 3,304 | $1.8M |
| Zullo Investment Group, Inc. | 0.79% | Reduce -0.5% | 3,303 | $1.8M |
| Trust Co. of Toledo NA | 0.26% | No change | 3,296 | $1.8M |
| Disciplined Investments, LLC | 0.96% | Reduce -8.6% | 3,288 | $1.8M |
| St Germain D J Co. Inc. | 0.09% | Reduce -3.4% | 3,288 | $1.8M |
| Freedom Investment Management, Inc. | 0.15% | Reduce -74.1% | 3,287 | $1.8M |
| Regent Peak Wealth Advisors LLC | 0.41% | Reduce -9.9% | 3,283 | $1.8M |
| Beck Capital Management, LLC | 0.49% | Add +64.3% | 3,269 | $1.8M |
| InTrack Investment Management Inc | 1.27% | Add +0.9% | 3,268 | $1.8M |
| Counterweight Ventures, LLC | 1.34% | Add +5.7% | 3,245 | $1.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.76% | Add +54.1% | 3,239 | $1.8M |
| Inspirion Wealth Advisors, LLC | 0.27% | Reduce -2.2% | 3,236 | $1.8M |
| Cannon Financial Strategists, Inc. | 0.34% | Reduce -0.1% | 3,233 | $1.8M |
| Rockbridge Investment Management, LCC | 0.25% | Reduce -0.2% | 3,231 | $1.8M |
| Octavia Wealth Advisors, LLC | 0.24% | Add +78.4% | 3,223 | $1.8M |
| Values Added Financial LLC | 1.27% | Add +0.1% | 3,209 | $1.8M |
| Kaydan Wealth Management, Inc. | 0.62% | Add +9.9% | 3,208 | $1.8M |
| Global Assets Advisory, LLC | 2.80% | Add +322.7% | 3,208 | $1.8M |
| Burney Co./ | 0.07% | Reduce -4.3% | 3,203 | $1.8M |
| Saxon Interests, Inc. | 0.83% | Reduce -1.6% | 3,202 | $1.8M |
| My Personal CFO, LLC | 0.93% | Add +3.2% | 3,196 | $1.7M |
| Oliver Lagore Vanvalin Investment Group | 0.50% | Reduce -19.3% | 3,195 | $1.7M |
| Aviance Capital Partners, LLC | 0.25% | Reduce -9.7% | 3,187 | $1.7M |
| Narus Financial Partners, LLC | 0.70% | Reduce -5.5% | 3,179 | $1.7M |
| Fingerlakes Wealth Management, Inc. | 1.56% | Add +0.3% | 3,176 | $1.7M |
| Everhart Financial Group, Inc. | 0.45% | Add +30.1% | 3,155 | $1.7M |
| Councilor Wealth, LLC | 0.89% | Add +0.3% | 3,152 | $1.7M |
| Financial Network Wealth Advisors LLC | 1.29% | Reduce -0.8% | 3,164 | $1.7M |
| Unionview, LLC | 1.41% | Reduce -4.5% | 3,146 | $1.7M |
| Atlantic Private Wealth, LLC | 1.39% | No change | 3,127 | $1.7M |
| Sugarloaf Wealth Management, LLC | 0.30% | Add +2.6% | 3,118 | $1.7M |
| MKT Advisors LLC | 0.85% | Reduce -0.2% | 3,052 | $1.7M |
| Moss Adams Wealth Advisors LLC | 0.24% | Add +281.5% | 3,117 | $1.7M |
| Hyman Charles D | 0.09% | No change | 3,108 | $1.7M |
| Scott Capital Advisors, LLC | 0.50% | Add +0.3% | 3,035 | $1.7M |
| North Star Asset Management Inc. | 0.08% | Add +10.5% | 3,095 | $1.7M |
| McRae Capital Management Inc. | 0.39% | Add +0.3% | 3,089 | $1.7M |
| GW&K Investment Management, LLC | 0.02% | Add +21.9% | 3,073 | $1.7M |
| Blue Fin Capital, Inc. | 0.33% | Reduce -0.5% | 3,065 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.61% | Reduce -32.7% | 3,062 | $1.7M |
| Keb Asset Management, LLC | 0.56% | No change | 3,062 | $1.7M |
| Sweet Financial Partners, LLC | 0.38% | Add +0.3% | 3,050 | $1.7M |
| Theory Financial LLC | 0.79% | Add +71.9% | 3,045 | $1.7M |
| Triad Wealth Partners, LLC | 0.87% | New | 3,041 | $1.7M |
| Forbes J M & Co. LLP | 0.17% | No change | 3,020 | $1.7M |
| Woodard & Co. Asset Management Group Inc. | 0.41% | Reduce -3.0% | 3,015 | $1.7M |
| Advisor OS, LLC | 0.18% | Add +2.5% | 3,012 | $1.6M |
| Arbor Wealth Advisors LLC | 1.62% | Add +0.3% | 3,008 | $1.6M |
| Sebold Capital Management, Inc. | 1.14% | Reduce -0.1% | 3,007 | $1.6M |
| Forza Wealth Management, LLC | 0.84% | No change | 2,990 | $1.6M |
| PCG Wealth Advisors, LLC | 0.71% | Reduce -8.0% | 2,989 | $1.6M |
| First Merchants Corp. | 0.07% | Reduce -7.7% | 2,979 | $1.6M |
| GW Henssler & Associates Ltd. | 0.10% | Add +0.7% | 2,975 | $1.6M |
| Parthenon LLC | 0.21% | No change | 2,974 | $1.6M |
| Bordeaux Wealth Advisors LLC | 0.31% | Add +8.7% | 2,973 | $1.6M |
| Herold Advisors, Inc. | 0.38% | Add +8.6% | 2,969 | $1.6M |
| Acorn Financial Advisory Services Inc. | 0.30% | Reduce -15.6% | 2,969 | $1.6M |
| Riversedge Advisors, LLC | 0.39% | Reduce -1.2% | 2,956 | $1.6M |
| Capital Advisors Inc. | 0.03% | No change | 2,953 | $1.6M |
| GEM Asset Management, LLC | 1.00% | Reduce -4.3% | 2,943 | $1.6M |
| Bank Ozk | 0.70% | Add +11.2% | 2,943 | $1.6M |
| Philadelphia Trust Co. | 0.13% | No change | 2,938 | $1.6M |
| Advance Capital Management, Inc. | 0.08% | Add +0.4% | 2,928 | $1.6M |
| MMBG Investment Advisors Co. | 0.17% | No change | 2,924 | $1.6M |
| Schechter Investment Advisors, LLC | 0.12% | Reduce -0.2% | 2,907 | $1.6M |
| Lloyd Advisory Services, LLC. | 0.75% | New | 2,903 | $1.6M |
| Briaud Financial Planning Inc | 0.92% | No change | 2,900 | $1.6M |
| Horan Capital Advisors, LLC. | 0.56% | Add +10.5% | 2,894 | $1.6M |
| Benchmark Financial Wealth Advisors, LLC | 0.59% | Reduce -14.3% | 2,887 | $1.6M |
| Brandywine Oak Private Wealth LLC | 0.16% | Reduce -9.8% | 2,884 | $1.6M |
| Financial Symmetry Inc | 1.23% | Add +155.9% | 2,879 | $1.6M |
| Gratus Capital, LLC | 0.06% | No change | 2,857 | $1.6M |
| Cora Capital Advisors LLC | 0.80% | No change | 2,848 | $1.6M |
| Heritage Financial Services, LLC | 0.22% | No change | 2,842 | $1.6M |
| KG Capital Management | 0.54% | Add +8.1% | 2,841 | $1.6M |
| Faithward Advisors, LLC | 0.28% | Add +0.5% | 2,839 | $1.6M |
| Round Rock Advisors LLC | 0.38% | Reduce -11.2% | 2,835 | $1.6M |
| Marble Harbor Investment Counsel, LLC | 0.18% | Reduce -1.7% | 2,832 | $1.5M |
| Kelman-Lazarov, Inc. | 0.29% | Reduce -9.2% | 2,832 | $1.5M |
| Archer Investment Corp | 0.45% | Add +0.3% | 2,826 | $1.5M |
| Signature Wealth Management Partners, LLC | 1.18% | Add +3.1% | 2,826 | $1.5M |
| Connable Office Inc. | 0.17% | Reduce -15.2% | 2,817 | $1.5M |
| Crew Capital Management, Ltd | 1.24% | Reduce -0.7% | 2,816 | $1.5M |
| Vista Finance, LLC | 2.36% | Add +2.1% | 2,813 | $1.5M |
| Fonville Wealth Management LLC | 0.61% | Add +7.3% | 2,810 | $1.5M |
| Parkside Advisors LLC | 0.39% | No change | 2,801 | $1.5M |
| First Community Trust NA | 1.30% | Add +160.3% | 2,785 | $1.5M |
| Ervin Investment Management, LLC | 1.05% | Reduce -4.3% | 2,782 | $1.5M |
| Roble, Belko & Company, Inc | 0.25% | Reduce -10.5% | 2,781 | $1.5M |
| Northwest Wealth Management, LLC | 0.39% | Reduce -5.7% | 2,768 | $1.5M |
| Patron Partners, LLC | 0.89% | Reduce -0.4% | 2,758 | $1.5M |
| Toronto Dominion Bank | 0.00% | Reduce -98.8% | 2,750 | $1.5M |
| American Trust | 0.12% | Reduce -76.4% | 2,749 | $1.5M |
| Brookmont Capital Management | 0.82% | Reduce -15.4% | 2,749 | $1.5M |
| Clarity Wealth Advisors, LLC | 0.48% | Reduce -0.1% | 2,714 | $1.5M |
| LCNB Corp. | 0.55% | Reduce -0.4% | 2,709 | $1.5M |
| Clark Asset Management, LLC | 0.41% | Add +1.2% | 2,704 | $1.5M |
| Everett Harris & Co. | 0.02% | Reduce -3.2% | 2,699 | $1.5M |
| Accel Wealth Management | 0.59% | Add +0.3% | 2,691 | $1.5M |
| Rodgers & Associates, LTD | 0.19% | Reduce -0.1% | 2,675 | $1.5M |
| Grandfield & Dodd, LLC | 0.09% | No change | 2,674 | $1.5M |
| Lakewood Asset Management LLC | 1.02% | Reduce -0.6% | 2,673 | $1.5M |
| STAR Financial Bank | 1.13% | Reduce -17.1% | 2,670 | $1.5M |
| Canopy Partners, LLC | 0.68% | Reduce -11.8% | 2,670 | $1.5M |
| HFG Advisors, Inc. | 1.36% | Reduce -7.5% | 2,664 | $1.5M |
| Arbor Investment Advisors, LLC | 0.21% | No change | 2,664 | $1.5M |
| Balanced Wealth Group LLC | 0.66% | Reduce -3.0% | 2,652 | $1.5M |
| Randolph Co Inc | 0.18% | Add +1.3% | 2,656 | $1.5M |
| Hibernia Wealth Partners, LLC | 0.51% | Add +176.8% | 2,652 | $1.5M |
| Family Wealth Partners, LLC | 0.75% | Add +2.7% | 2,650 | $1.5M |
| Lockerman Financial Group, Inc. | 2.63% | Add +141.0% | 2,649 | $1.4M |
| Capital Square, LLC | 0.94% | Reduce -3.7% | 2,598 | $1.4M |
| Financial Advisors, LLC | 0.30% | Reduce -0.4% | 2,643 | $1.4M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Add +79.0% | 2,641 | $1.4M |
| Fortitude Advisory Group L.L.C. | 0.86% | Reduce -38.4% | 2,639 | $1.4M |
| Pinion Investment Advisors, LLC | 0.72% | Add +30.6% | 2,638 | $1.4M |
| Foster Dykema Cabot & Partners, LLC | 0.13% | Reduce -10.0% | 2,638 | $1.4M |
| Mullaney, Keating & Wright, Inc. | 1.12% | — | 2,631 | $1.4M |
| Monetary Management Group Inc. | 0.38% | No change | 2,625 | $1.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.15% | No change | 2,625 | $1.4M |
| Tanglewood Legacy Advisors, LLC | 0.68% | Reduce -13.0% | 2,624 | $1.4M |
| Atlas Private Wealth Advisors | 0.23% | Add +88.5% | 2,619 | $1.4M |
| McGuire Investment Group, LLC | 0.21% | Add +0.3% | 2,618 | $1.4M |
| Tradition Wealth Management, LLC | 0.14% | Add +11.4% | 2,618 | $1.4M |
| Birchcreek Wealth Management, LLC | 0.81% | No change | 2,617 | $1.4M |
| Sara-Bay Financial | 0.58% | Add +45.2% | 2,614 | $1.4M |
| KPP Advisory Services LLC | 0.38% | Add +22.0% | 2,611 | $1.4M |
| Griffin Asset Management, Inc. | 0.17% | Reduce -12.1% | 2,610 | $1.4M |
| Fort Pitt Capital Group, LLC | 0.04% | Reduce -1.6% | 2,610 | $1.4M |
| Diversify Wealth Management, LLC | 0.18% | — | 2,730 | $1.4M |
| O'Dell Group, LLC | 0.35% | No change | 2,700 | $1.4M |
| MJP Associates Inc. | 0.29% | Add +2.1% | 2,587 | $1.4M |
| Independence Bank of Kentucky | 0.38% | Add +21.1% | 2,585 | $1.4M |
| Carl P. Sherr & Co., LLC | 0.79% | Reduce -0.8% | 2,581 | $1.4M |
| Camden National Bank | 0.22% | Reduce -0.5% | 2,580 | $1.4M |
| Berger Financial Group, Inc | 0.11% | Add +3.5% | 2,580 | $1.4M |
| Boston Trust Walden Corp | 0.01% | Reduce -2.1% | 2,576 | $1.4M |
| Arax Advisory Partners | 0.14% | Reduce -1.4% | 2,568 | $1.4M |
| Prentiss Smith & Co. Inc. | 0.98% | No change | 2,567 | $1.4M |
| DDD Partners, LLC | 0.16% | No change | 2,565 | $1.4M |
| Ballast Advisors LLC | 0.44% | Reduce -4.3% | 2,561 | $1.4M |
| Brown Financial Advisory | 1.07% | Reduce -0.3% | 2,551 | $1.4M |
| Archford Capital Strategies, LLC | 0.23% | Reduce -1.1% | 2,548 | $1.4M |
| Benin Management CORP | 0.42% | Add +3.3% | 2,541 | $1.4M |
| Somerville Kurt F | 0.23% | Reduce -13.6% | 2,541 | $1.4M |
| Smart Portfolios, LLC | 1.40% | Reduce -7.4% | 2,541 | $1.4M |
| Princeton Capital Management LLC | 0.45% | No change | 2,539 | $1.4M |
| Etfidea, LLC | 0.47% | Add +7.0% | 2,531 | $1.4M |
| Morton Capital Management LLC | 0.33% | Add +26.6% | 2,525 | $1.4M |
| Excalibur Management Corp. | 0.56% | No change | 2,520 | $1.4M |
| Prossimo Advisors, LLC | 1.25% | New | 2,520 | $1.4M |
| Austin Asset Management Co Inc | 0.29% | Add +1.3% | 2,512 | $1.4M |
| J. Safra Sarasin Holding AG | 0.03% | — | 2,510 | $1.4M |
| Prepared Retirement Institute LLC | 0.91% | Add +0.5% | 2,509 | $1.4M |
| Range Financial Group LLC | 0.70% | Reduce -1.7% | 2,505 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.22% | Reduce -5.2% | 2,502 | $1.4M |
| Objectivity Squared, LLC | 1.05% | Add +0.5% | 2,410 | $1.4M |
| REDW Wealth LLC | 0.36% | Add +0.4% | 2,497 | $1.4M |
| McGlone Suttner Wealth Management, Inc. | 0.28% | Add +0.9% | 2,851 | $1.4M |
| PFG Investments, LLC | 0.10% | Reduce -10.9% | 2,488 | $1.4M |
| E&G Advisors, LLC | 0.40% | Reduce -0.4% | 2,486 | $1.4M |
| Kowal Investment Group, LLC | 0.27% | Add +0.2% | 2,485 | $1.4M |
| 17 Capital Partners, LLC | 0.97% | Add +236.6% | 2,484 | $1.4M |
| Mechanics Bank Trust Department | 0.19% | No change | 2,480 | $1.4M |
| Greenspring Advisors, LLC | 0.33% | Reduce -1.4% | 2,479 | $1.4M |
| Corrado Advisors, LLC | 0.88% | Reduce -8.1% | 2,476 | $1.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.38% | Reduce -0.9% | 2,471 | $1.4M |
| Torque Asset Management LLC | 0.69% | No change | 2,466 | $1.3M |
| Newton One Investments LLC | 0.58% | Add +0.1% | 2,454 | $1.3M |
| True Wealth Design, LLC | 0.33% | Reduce -2.4% | 2,453 | $1.3M |
| SkyOak Wealth, LLC | 0.31% | No change | 2,448 | $1.3M |
| Werba Rubin Papier Wealth Management | 0.37% | Reduce -27.9% | 2,436 | $1.3M |
| Clarius Group, LLC | 0.09% | Add +0.1% | 2,417 | $1.3M |
| Destiny Wealth Partners, LLC | 0.24% | Reduce -1.4% | 2,413 | $1.3M |
| CGN Advisors LLC | 0.15% | Add +68.3% | 2,410 | $1.3M |
| Osborne Partners Capital Management, LLC | 0.08% | Add +71.0% | 2,409 | $1.3M |
| MADDEN SECURITIES Corp | 0.58% | No change | 2,405 | $1.3M |
| RPS Advisory Solutions LLC | 1.21% | — | 2,404 | $1.3M |
| Bogart Wealth, LLC | 0.07% | Reduce -12.1% | 2,397 | $1.3M |
| 180 Wealth Advisors, LLC | 0.21% | Reduce -11.2% | 2,341 | $1.3M |
| Highline Wealth Partners LLC | 0.49% | Reduce -0.0% | 2,387 | $1.3M |
| HBC Financial Services, PLLC | 0.83% | Reduce -3.8% | 2,385 | $1.3M |
| SlateStone Wealth, LLC | 0.14% | Add +5.0% | 2,381 | $1.3M |
| Hoylecohen, LLC | 0.10% | Reduce -31.6% | 2,377 | $1.3M |
| Midwest Heritage Bank, FSB | 0.66% | Add +70.0% | 2,376 | $1.3M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.34% | Reduce -2.1% | 2,375 | $1.3M |
| Householder Group Estate & Retirement Specialist, LLC | 0.36% | Reduce -2.3% | 2,373 | $1.3M |
| Athena Investment Management | 0.78% | Reduce -1.3% | 2,363 | $1.3M |
| Criterion Capital Advisors, LLC | 0.81% | Reduce -9.5% | 2,351 | $1.3M |
| Embree Financial Group | 0.25% | Reduce -23.0% | 2,342 | $1.3M |
| Kenora Financial, LLC | 0.53% | No change | 2,335 | $1.3M |
| Toth Financial Advisory Corp. | 0.16% | Add +411.8% | 2,334 | $1.3M |
| Van Cleef Asset Management,Inc | 0.16% | No change | 2,328 | $1.3M |
| Lake Hills Wealth Management, LLC | 0.91% | No change | 2,325 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.17% | No change | 2,323 | $1.3M |
| Searle & Co. | 0.30% | Add +14.8% | 2,306 | $1.3M |
| Washington Trust Advisors, Inc. | 0.12% | Reduce -0.2% | 2,301 | $1.3M |
| Seascape Capital Management | 0.47% | Add +0.0% | 2,299 | $1.3M |
| Rebalance, LLC | 0.10% | Reduce -4.5% | 2,273 | $1.2M |
| First American Trust, FSB | 0.12% | Reduce -37.6% | 2,259 | $1.2M |
| ABLE Financial Group, LLC | 0.45% | Add +28.0% | 2,258 | $1.2M |
| BNP Paribas | 0.06% | Add +10.0% | 2,253 | $1.2M |
| Wealthquest Corp | 0.13% | Reduce -3.9% | 2,246 | $1.2M |
| Reinhart Partners, Llc. | 0.05% | No change | 2,245 | $1.2M |
| Mendel Capital Management LLC | 0.79% | Add +4.4% | 2,242 | $1.2M |
| LexAurum Advisors, LLC | 0.30% | Add +6.1% | 2,241 | $1.2M |
| Capstone Wealth Management Group, LLC | 0.80% | Add +0.1% | 2,237 | $1.2M |
| TrinityPoint Wealth, LLC | 0.19% | Add +22.9% | 2,237 | $1.2M |
| Intergy Private Wealth, LLC | 0.50% | Reduce -0.8% | 2,236 | $1.2M |
| Oak Harvest Investment Services | 0.19% | Reduce -10.2% | 2,236 | $1.2M |
| Arthur M. Cohen & Associates, LLC | 0.22% | Add +0.2% | 2,220 | $1.2M |
| Roberts Wealth Advisors, LLC | 0.41% | Reduce -0.2% | 2,172 | $1.2M |
| Prairie Wealth Advisors, Inc. | 0.62% | Reduce -66.2% | 2,218 | $1.2M |
| FreeGulliver LLC | 0.83% | Add +19.0% | 2,214 | $1.2M |
| White Lighthouse Investment Management Inc. | 0.23% | Add +8.0% | 2,202 | $1.2M |
| Focused Wealth Management, Inc | 0.18% | Add +0.2% | 2,202 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.64% | Add +0.5% | 2,183 | $1.2M |
| CCG Wealth Management, LLC | 0.67% | Reduce -0.2% | 2,182 | $1.2M |
| RW Investment Management LLC | 0.16% | Reduce -0.2% | 2,169 | $1.2M |
| Lifeworks Advisors, LLC | 0.33% | Reduce -30.0% | 2,167 | $1.2M |
| Means Investment Co., Inc. | 0.14% | Reduce -0.2% | 2,157 | $1.2M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.46% | No change | 2,155 | $1.2M |
| Wealth Advisory Solutions, LLC | 0.32% | Add +0.4% | 2,149 | $1.2M |
| Christensen, King & Associates Investment Services, Inc. | 0.58% | Add +0.2% | 2,146 | $1.2M |
| Independent Investors Inc. | 0.26% | Reduce -1.1% | 2,143 | $1.2M |
| Matrix Asset Advisors Inc. | 0.14% | Add +0.8% | 2,126 | $1.2M |
| Atwood & Palmer Inc. | 0.09% | No change | 2,122 | $1.2M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.36% | New | 2,119 | $1.2M |
| Strategic Investment Advisors / MI | 0.14% | Reduce -27.8% | 2,118 | $1.2M |
| Cannell & Spears LLC | 0.02% | Add +14.3% | 2,114 | $1.2M |
| S&T Bank | 0.29% | Reduce -12.7% | 2,108 | $1.2M |
| Biechele Royce Advisors | 0.39% | Add +1.1% | 2,107 | $1.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.28% | Add +1.4% | 2,107 | $1.2M |
| FMB Wealth Management | 0.88% | No change | 2,103 | $1.2M |
| Yarbrough Capital, LLC | 0.05% | No change | 2,098 | $1.1M |
| Bill Few Associates, Inc. | 0.44% | Add +8.7% | 2,079 | $1.1M |
| Hardin Capital Partners, LLC | 0.74% | — | 2,077 | $1.1M |
| Dodds Wealth, LLC | 0.44% | Reduce -0.2% | 2,031 | $1.1M |
| Pitti Group Wealth Management, LLC | 1.23% | Add +2.0% | 2,374 | $1.1M |
| Long Run Wealth Advisors, LLC | 0.29% | Add +54.6% | 2,069 | $1.1M |
| FSC Wealth Advisors, LLC | 0.83% | Add +10.4% | 2,061 | $1.1M |
| Texas Yale Capital Corp. | 0.05% | No change | 2,061 | $1.1M |
| Vista Investment Management | 0.46% | Add +2.5% | 2,060 | $1.1M |
| Prelude Capital Management, LLC | 0.09% | New | 2,060 | $1.1M |
| Southeast Asset Advisors, LLC | 0.14% | No change | 2,058 | $1.1M |
| Cable Hill Partners, LLC | 0.12% | New | 2,046 | $1.1M |
| First Bank & Trust | 0.23% | Add +31.6% | 2,041 | $1.1M |
| Norden Group LLC | 0.23% | Add +6.0% | 2,039 | $1.1M |
| Planning Center, Inc. | 0.15% | Reduce -5.7% | 2,038 | $1.1M |
| Gibbs Wealth Management | 0.45% | Add +117.0% | 2,038 | $1.1M |
| Epiq Partners, LLC | 0.75% | Add +0.1% | 2,035 | $1.1M |
| Cabot Wealth Management Inc. | 0.14% | Add +9.2% | 2,012 | $1.1M |
| Cozad Asset Management Inc. | 0.11% | Add +0.8% | 2,011 | $1.1M |
| Towneley Capital Management, Inc / DE | 0.26% | Reduce -20.5% | 2,006 | $1.1M |
| Rather & Kittrell, Inc. | 0.30% | Reduce -0.3% | 2,005 | $1.1M |
| Stephens Consulting, LLC | 0.31% | Reduce -5.7% | 1,997 | $1.1M |
| Eubel Brady & Suttman Asset Management Inc. | 0.18% | Reduce -9.0% | 1,992 | $1.1M |
| Advisory Alpha, LLC | 0.04% | Add +6.7% | 1,989 | $1.1M |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -2.5% | 1,988 | $1.1M |
| NCM Capital Management, LLC | 0.57% | New | 1,977 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.82% | Add +1.3% | 1,976 | $1.1M |
| Harvest Investment Services, LLC | 0.43% | Reduce -1.4% | 1,974 | $1.1M |
| Bulltick Wealth Management, LLC | 0.30% | New | 1,973 | $1.1M |
| Bragg Financial Advisors, Inc | 0.05% | Add +8.2% | 1,971 | $1.1M |
| Sensible Money, LLC | 0.53% | Add +0.1% | 1,968 | $1.1M |
| Hamilton Capital, LLC | 0.08% | Reduce -0.3% | 1,967 | $1.1M |
| Ardent Capital Management, Inc. | 0.53% | No change | 1,966 | $1.1M |
| LJI Wealth Management, LLC | 0.24% | Add +0.1% | 1,964 | $1.1M |
| Affinity Wealth Management LLC | 0.20% | No change | 1,959 | $1.1M |
| Provenance Wealth Advisors, LLC | 0.15% | Add +78.0% | 1,955 | $1.1M |
| Cortland Associates Inc. | 0.14% | No change | 1,952 | $1.1M |
| Fort Sheridan Advisors LLC | 0.17% | Add +1.4% | 1,951 | $1.1M |
| Battery Global Advisors, LLC | 0.70% | Add +2169.9% | 7,763 | $1.1M |
| Members Trust Co | 0.03% | No change | 1,946 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.08% | Reduce -4.3% | 1,944 | $1.1M |
| Sightline Wealth Advisors, LLC | 0.66% | Add +0.1% | 1,941 | $1.1M |
| Redwood Investment Management, LLC | 0.09% | Reduce -24.0% | 1,941 | $1.1M |
| Garde Capital, Inc. | 0.07% | Reduce -20.3% | 1,941 | $1.1M |
| ProVise Management Group, LLC | 0.09% | Reduce -14.5% | 1,940 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.48% | Reduce -11.8% | 1,938 | $1.1M |
| MBL Wealth, LLC | 0.12% | Add +2.7% | 1,932 | $1.1M |
| Klingenstein Fields & Co. LP | 0.04% | Add +31.4% | 1,930 | $1.1M |
| Clarity Capital Partners LLC | 0.65% | Add +12.3% | 1,928 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.27% | New | 1,925 | $1.1M |
| Bank of Marin | 0.91% | No change | 1,922 | $1.1M |
| Violich Capital Management, Inc. | 0.14% | Add +47.8% | 1,910 | $1.0M |
| Voisard Asset Management Group, Inc. | 0.51% | Add +6.3% | 1,909 | $1.0M |
| Ballast, Inc. | 0.32% | No change | 1,908 | $1.0M |
| Chicago Wealth Management, Inc. | 0.60% | Add +0.1% | 1,907 | $1.0M |
| Creegan & Nassoura Financial Group, LLC | 0.72% | No change | 1,904 | $1.0M |
| Jentner Corp | 0.35% | Reduce -1.4% | 1,904 | $1.0M |
| Alaethes Wealth, LLC | 0.43% | Add +6.6% | 1,899 | $1.0M |
| Colorado Capital Management, Inc. | 0.58% | Reduce -1.0% | 1,895 | $1.0M |
| Trivium Point Advisory, LLC | 0.15% | Add +32.6% | 1,890 | $1.0M |
| Prosperity Planning, Inc. | 0.35% | Reduce -13.4% | 1,884 | $1.0M |
| Accretive Wealth Partners, LLC | 0.43% | Add +0.1% | 1,882 | $1.0M |
| Vantage Financial Partners Ltd., Inc. | 0.26% | Add +4.1% | 1,881 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Add +49.8% | 1,880 | $1.0M |
| D. Scott Neal, Inc. | 0.57% | No change | 1,877 | $1.0M |
| Geometric Wealth Advisors | 0.21% | No change | 1,873 | $1.0M |
| Team Hewins, LLC | 0.42% | Add +3.1% | 1,865 | $1.0M |
| Compton Wealth Advisory Group, LLC | 0.27% | No change | 1,855 | $1.0M |
| Rollins Financial Advisors, LLC | 0.17% | Add +1.5% | 1,853 | $1.0M |
| Better Money Decisions, LLC | 0.76% | Add +1.2% | 1,852 | $1.0M |
| Penney Financial, LLC | 0.74% | Add +16.1% | 1,839 | $1.0M |
| Peachtree Investment Partners, LLC | 0.39% | Add +62.6% | 1,839 | $1.0M |
| Silicon Valley Capital Partners | 0.14% | Add +0.3% | 1,835 | $1.0M |
| Waterfront Wealth Inc. | 0.27% | Add +53.6% | 1,832 | $1.0M |
| IronBridge Private Wealth, LLC | 0.37% | No change | 1,829 | $1.0M |
| Tiemann Investment Advisors, LLC | 0.44% | Reduce -2.0% | 1,826 | $999K |
| Altiora Financial Group, LLC | 0.24% | Add +14.5% | 1,818 | $995K |
| NewSquare Capital LLC | 0.09% | Add +6.4% | 1,818 | $995K |
| Prosperity Wealth Management, Inc. | 0.49% | Add +0.9% | 1,814 | $993K |
| Muirfield Wealth Advisors LLC | 0.93% | Add +2.6% | 1,813 | $992K |
| Northwest Financial Advisors | 1.00% | Reduce -1.1% | 1,807 | $989K |
| Harrell Investment Partners, LLC | 0.29% | Reduce -16.6% | 1,802 | $986K |
| Granite Bay Wealth Management, LLC | 0.53% | New | 1,796 | $983K |
| Fortis Capital Advisors, LLC | 0.35% | Add +5.7% | 1,783 | $976K |
| Mitchell McLeod Pugh & Williams Inc. | 0.22% | Add +6.4% | 1,771 | $969K |
| Joule Financial, LLC | 0.39% | No change | 1,767 | $967K |
| Bouchey Financial Group, Ltd. | 0.09% | Add +1.7% | 1,768 | $967K |
| Sage Capital Management, LLC | 0.51% | Add +0.1% | 1,765 | $966K |
| Arrowroot Family Office, LLC | 0.62% | Reduce -16.2% | 1,760 | $963K |
| Agate Pass Investment Management, LLC | 0.51% | Add +4.4% | 1,757 | $961K |
| Jmac Enterprises LLC | 0.17% | Reduce -0.1% | 1,756 | $961K |
| Opal Wealth Advisors, LLC | 0.31% | Reduce -21.5% | 1,753 | $959K |
| Citizens Business Bank | 0.20% | No change | 1,750 | $958K |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -19.8% | 1,747 | $956K |
| Private Capital Management LLC | 0.19% | Reduce -41.0% | 1,739 | $952K |
| Wealth Advisors of Tampa Bay, LLC | 0.44% | No change | 1,736 | $950K |
| Altfest L J & Co. Inc. | 0.13% | Add +38.1% | 1,732 | $948K |
| Spinnaker Trust | 0.06% | Add +52.1% | 1,729 | $946K |
| Advocacy Wealth Management, LLC | 0.08% | Reduce -24.2% | 1,726 | $945K |
| Navalign, LLC | 0.30% | Reduce -26.5% | 1,725 | $944K |
| Kolinsky Wealth Management, LLC | 0.68% | Reduce -43.5% | 1,724 | $943K |
| Falcon Wealth Planning | 0.12% | Add +5.3% | 1,722 | $943K |
| Relyea Zuckerberg Hanson LLC | 0.16% | Add +5.2% | 1,722 | $942K |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -35.5% | 1,678 | $938K |
| American Investment Services, Inc. | 0.17% | Reduce -4.4% | 1,710 | $936K |
| Timber Creek Capital Management LLC | 0.28% | No change | 1,706 | $934K |
| Adero Partners, LLC | 0.07% | Reduce -17.2% | 1,704 | $932K |
| Gerber, LLC | 0.73% | Add +0.1% | 1,702 | $931K |
| Insight Wealth Strategies, LLC | 0.13% | Add +15.3% | 1,699 | $930K |
| W1M Investment Management Ltd | 0.02% | No change | 1,695 | $927K |
| N.E.W. Advisory Services LLC | 0.10% | Add +1.7% | 1,693 | $927K |
| Keener Financial Planning LLC | 0.60% | No change | 1,688 | $923K |
| Talisman Wealth Advisors LLC | 1.07% | Reduce -0.6% | 1,685 | $922K |
| Trexquant Investment LP | 0.01% | Reduce -63.5% | 1,684 | $922K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -6.5% | 1,619 | $920K |
| Aspen Wealth Management LLC | 0.32% | New | 1,680 | $919K |
| Farmers National Bank | 0.28% | Reduce -0.6% | 1,678 | $918K |
| United Advisor Group, LLC | 0.28% | Add +97.5% | 1,673 | $916K |
| Upper Left Wealth Management, LLC | 0.83% | Add +20.5% | 1,667 | $912K |
| Marks Group Wealth Management, Inc | 0.10% | Add +8.1% | 1,667 | $912K |
| Life Planning Partners, Inc | 0.82% | Add +13.2% | 1,660 | $908K |
| Trinity Wealth Management, LLC | 0.45% | Reduce -6.9% | 1,655 | $906K |
| Johnson Bixby & Associates, LLC | 0.15% | No change | 1,643 | $899K |
| RMR Capital Management, LLC | 0.82% | No change | 1,638 | $896K |
| Performance Wealth Partners, LLC | 0.03% | Add +1.6% | 1,638 | $896K |
| Sandbox Financial Partners, LLC | 0.34% | Add +1.8% | 1,633 | $893K |
| JFG Wealth Management, LLC | 0.25% | Add +69.1% | 1,627 | $891K |
| Brooks, Moore & Associates, Inc. | 0.57% | No change | 1,625 | $889K |
| Parcion Private Wealth LLC | 0.08% | No change | 1,621 | $887K |
| Smith Salley Wealth Management | 0.06% | Reduce -9.1% | 1,619 | $886K |
| Drake & Associates, LLC | 0.32% | Add +0.2% | 1,616 | $885K |
| Rappaport Reiches Capital Management, LLC | 0.26% | Add +28.2% | 1,611 | $882K |
| Hummer Financial Advisory Services Inc | 0.76% | Reduce -4.5% | 1,610 | $881K |
| Portfolio Strategies, Inc. | 0.12% | Reduce -94.2% | 1,609 | $880K |
| Tennessee Valley Asset Management Partners | 0.17% | Add +0.2% | 1,608 | $880K |
| Aurora Private Wealth, Inc. | 0.77% | Add +0.1% | 1,608 | $880K |
| Montz Harcus Wealth Management LLC | 0.57% | Add +0.3% | 1,607 | $879K |
| Veracity Capital LLC | 0.37% | Reduce -51.4% | 1,600 | $876K |
| Garrett Wealth Advisory Group, LLC | 0.32% | Add +111.5% | 1,595 | $873K |
| Independent Wealth Network Inc. | 0.41% | Reduce -2.6% | 1,591 | $871K |
| Meritas Wealth Management, LLC | 0.61% | Reduce -1.4% | 1,590 | $870K |
| Walter & Keenan Wealth Management LLC /in/ | 0.28% | Add +0.1% | 1,590 | $870K |
| Cedrus LLC | 0.43% | Reduce -5.7% | 1,588 | $869K |
| Sequent Planning LLC | 0.30% | Add +1.1% | 1,584 | $868K |
| Evoke Wealth, LLC | 1.27% | Reduce -99.7% | 1,587 | $868K |
| DHJJ Financial Advisors, Ltd. | 0.37% | Add +529.0% | 1,585 | $867K |
| Culbertson A N & Co. Inc. | 0.15% | Reduce -0.6% | 1,581 | $865K |
| Calton & Associates, Inc. | 0.43% | Reduce -2.1% | 1,572 | $860K |
| Aerodigm Wealth, LLC | 0.40% | Reduce -3.4% | 1,570 | $859K |
| TPG Financial Advisors, LLC | 0.41% | — | 1,568 | $858K |
| Front Row Advisors LLC | 0.30% | Add +0.9% | 1,564 | $856K |
| Benjamin Edwards Inc. | 0.16% | Reduce -2.6% | 1,562 | $855K |
| Teamwork Financial Advisors, LLC | 0.13% | Reduce -29.1% | 1,561 | $854K |
| RPg Family Wealth Advisory, LLC | 0.28% | Reduce -20.1% | 1,557 | $852K |
| MN Wealth Advisors, LLC | 0.49% | Reduce -0.1% | 1,557 | $852K |
| Ceeto Capital Group, LLC | 0.33% | No change | 1,556 | $851K |
| Ramirez Asset Management, Inc. | 0.17% | No change | 1,555 | $851K |
| Signature Resources Capital Management, LLC | 0.70% | Reduce -26.8% | 1,541 | $843K |
| Autumn Glory Partners, LLC | 0.43% | New | 1,540 | $843K |
| Hexagon Capital Partners LLC | 0.18% | Reduce -0.4% | 1,537 | $841K |
| Great Lakes Retirement, Inc. | 0.12% | Reduce -36.1% | 1,536 | $841K |
| BNC Wealth Management, LLC | 0.31% | Add +6.8% | 1,535 | $840K |
| Convergence Financial, LLC | 0.22% | Add +29.5% | 1,533 | $839K |
| Andrew Hill Investment Advisors, Inc. | 0.69% | Reduce -1.8% | 1,526 | $835K |
| Lokken Investment Group LLC | 0.39% | Add +24.6% | 1,526 | $835K |
| Shakespeare Wealth Management, LLC | 0.24% | Add +0.1% | 1,526 | $835K |
| Worth Asset Management, LLC | 0.50% | No change | 1,525 | $835K |
| Capital City Trust Co. | 0.23% | Reduce -1.3% | 1,524 | $834K |
| Slow Capital, Inc. | 0.13% | Reduce -11.4% | 1,519 | $831K |
| WealthPlan Investment Management, LLC | 0.13% | Add +0.3% | 1,519 | $831K |
| Union Investments & Development Ltd. | 5.22% | No change | 770 | $830K |
| Reik & Co., LLC | 0.21% | No change | 1,516 | $830K |
| Annandale Capital, LLC | 0.17% | Add +82.6% | 1,514 | $829K |
| Impact Partnership Wealth, LLC | 0.22% | Add +28.9% | 1,515 | $829K |
| Correct Capital Wealth Management | 0.19% | Reduce -1.7% | 1,513 | $828K |
| Retirement Capital Strategies | 0.33% | Add +83.5% | 1,512 | $828K |
| Shepherd Kaplan Krochuk, LLC | 0.65% | Add +35.3% | 1,509 | $826K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.15% | Add +19.2% | 1,502 | $822K |
| Foster & Motley Inc. | 0.06% | Add +0.9% | 1,500 | $821K |
| American Asset Management Inc. | 0.97% | No change | 1,500 | $821K |
| Planned Solutions, Inc. | 0.40% | Add +0.1% | 1,488 | $814K |
| WT Wealth Management | 0.28% | Reduce -1.4% | 1,488 | $814K |
| McLean Asset Management Corp | 0.26% | No change | 1,440 | $813K |
| First National Bank & Trust Co. of Newtown | 0.17% | Add +95.5% | 1,484 | $812K |
| Westbourne Investment Advisors, Inc. | 0.29% | Add +0.1% | 1,485 | $812K |
| Navellier & Associates Inc. | 0.10% | No change | 1,480 | $810K |
| Summitry LLC | 0.04% | Add +0.1% | 1,480 | $810K |
| Paragon Private Wealth Management, LLC | 0.46% | Add +282.4% | 1,476 | $808K |
| Mason Investment Advisory Services, Inc. | 0.05% | Reduce -7.6% | 1,463 | $801K |
| Walden Wealth Partners LLC | 0.44% | Add +9.8% | 1,454 | $796K |
| Cape Investment Advisory, Inc. | 0.36% | Reduce -2.4% | 1,447 | $792K |
| Shearwater Capital LLC | 0.58% | No change | 1,442 | $789K |
| Wade Financial Advisory, Inc | 0.28% | No change | 1,441 | $789K |
| Capital Market Strategies LLC | 0.50% | Reduce -0.5% | 1,439 | $787K |
| Staley Capital Advisers Inc. | 0.04% | Add +10.4% | 1,437 | $787K |
| Apella Capital, LLC | 0.04% | Add +7.6% | 1,407 | $786K |
| Monograph Wealth Advisors, LLC | 0.11% | No change | 1,437 | $786K |
| Seaside Wealth Management, Inc. | 0.33% | Reduce -0.7% | 1,435 | $786K |
| ARS Wealth Advisors Group, LLC | 0.10% | Reduce -0.4% | 1,435 | $785K |
| Independent Family Office, LLC | 0.45% | No change | 1,434 | $785K |
| DDFG, Inc | 0.24% | Add +0.1% | 1,429 | $782K |
| Emprise Bank | 0.48% | New | 1,417 | $775K |
| Chemistry Wealth Management LLC | 0.20% | Add +0.2% | 1,416 | $775K |
| Clearview Wealth Advisors LLC | 0.68% | Reduce -0.3% | 1,415 | $774K |
| Field & Main Bank | 0.29% | New | 1,409 | $771K |
| Bennett Selby Investments LP | 0.35% | No change | 1,408 | $771K |
| Capital Investment Services of America, Inc. | 0.07% | Reduce -7.0% | 1,407 | $770K |
| Amplius Wealth Advisors, LLC | 0.09% | New | 1,403 | $768K |
| Investment Research & Advisory Group, Inc. | 0.34% | Reduce -0.7% | 1,399 | $766K |
| Hudson Capital Management LLC | 0.27% | Reduce -1.1% | 1,399 | $766K |
| River Street Advisors LLC | 0.47% | New | 1,392 | $762K |
| Gibson Capital, LLC | 0.17% | Reduce -0.4% | 1,391 | $761K |
| Regency Capital Management Inc.\DE | 0.49% | No change | 1,391 | $761K |
| Frisch Financial Group, Inc. | 0.23% | Reduce -4.8% | 1,388 | $760K |
| Hall Kathryn A. | 0.18% | No change | 1,385 | $758K |
| Blankinship & Foster, LLC | 0.19% | Reduce -7.4% | 1,381 | $756K |
| TruNorth Capital Management, LLC | 0.24% | Add +10.4% | 1,379 | $755K |
| Principle Wealth Partners LLC | 0.06% | No change | 1,374 | $752K |
| Stiles Financial Services Inc | 0.29% | New | 1,373 | $751K |
| Arkos Global Advisors | 0.12% | Add +0.7% | 1,373 | $751K |
| Financial Futures Ltd Liability Co. | 0.47% | Reduce -0.2% | 1,371 | $750K |
| Marion Wealth Management | 0.22% | Reduce -27.3% | 1,370 | $750K |
| Checchi Capital Advisers, LLC | 0.06% | No change | 1,366 | $748K |
| Ifrah Financial Services, Inc. | 0.21% | Reduce -1.1% | 1,356 | $742K |
| Bison Wealth, LLC | 0.12% | No change | 1,411 | $742K |
| Cornerstone Planning Group LLC | 0.21% | Reduce -48.5% | 1,424 | $741K |
| Addison Advisors LLC | 0.24% | Reduce -33.0% | 1,352 | $740K |
| Motiv8 Investments LLC | 0.55% | Add +71.3% | 1,350 | $740K |
| Newman Dignan & Sheerar, Inc. | 0.19% | No change | 1,349 | $738K |
| Juncture Wealth Strategies, LLC | 0.31% | Add +0.4% | 1,348 | $738K |
| Donaldson Capital Management, LLC | 0.03% | Reduce -6.6% | 1,348 | $738K |
| Beese Fulmer Investment Management, Inc. | 0.07% | Add +2.9% | 1,346 | $737K |
| Tsfg, LLC | 0.17% | Add +22.2% | 1,344 | $735K |
| Legacy Financial Group, Inc. | 0.28% | Add +0.4% | 1,340 | $733K |
| Mayport, LLC | 0.26% | No change | 1,335 | $731K |
| Townsend Asset Management Corp. /NC/ | 0.28% | Add +4.0% | 1,332 | $729K |
| Great Waters Wealth Management | 0.11% | Add +0.1% | 1,324 | $725K |
| Redmond Asset Management, LLC | 0.24% | Add +1.5% | 1,322 | $723K |
| Main Street Research LLC | 0.05% | Reduce -6.7% | 1,314 | $719K |
| Pathway Financial Advisors LLC | 0.19% | Add +3.6% | 1,314 | $719K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +7.5% | 1,311 | $717K |
| Drucker Wealth 3.0, LLC | 0.19% | — | 1,311 | $717K |
| Conservest Capital Advisors, Inc. | 0.08% | No change | 1,363 | $717K |
| Chatham Capital Group, Inc. | 0.13% | No change | 1,309 | $716K |
| Tenret Co LLC | 0.50% | No change | 1,307 | $715K |
| Lavaca Capital LLC | 0.39% | New | 1,301 | $712K |
| Main Street Group, LTD | 0.33% | Reduce -3.6% | 1,297 | $711K |
| Horizons Wealth Management | 0.57% | Reduce -16.0% | 1,287 | $710K |
| Hemenway Trust Co LLC | 0.06% | Reduce -5.7% | 1,298 | $710K |
| Zuckerman Investment Group, LLC | 0.08% | Add +15.9% | 1,297 | $710K |
| Carson Advisory Inc. | 0.50% | Reduce -8.7% | 1,293 | $707K |
| Financial Insights, Inc. | 0.20% | No change | 1,292 | $707K |
| Slagle Financial, LLC | 0.36% | Reduce -6.5% | 1,291 | $706K |
| Ignite Planners, LLC | 0.17% | Add +48.0% | 1,265 | $705K |
| Hall Laurie J Trustee | 0.25% | No change | 1,287 | $705K |
| Chartwell Investment Partners, LLC | 0.02% | No change | 1,286 | $704K |
| Balboa Wealth Partners | 0.18% | Add +13.3% | 1,275 | $698K |
| Americana Partners, LLC | 0.05% | Add +10.9% | 1,273 | $697K |
| Madden Advisory Services, Inc. | 0.35% | Add +0.9% | 1,271 | $696K |
| Avion Wealth | 0.19% | Add +2.4% | 1,270 | $695K |
| First National Bank of Mount Dora, Trust Investment Services | 0.17% | Add +17.9% | 1,269 | $694K |
| Eagle Ridge Investment Management | 0.06% | Reduce -0.2% | 1,268 | $694K |
| Accurate Wealth Management, LLC | 0.17% | Add +7.0% | 1,229 | $694K |
| Strategic Wealth Investment Group, LLC | 0.09% | — | 1,259 | $691K |
| Chris Bulman Inc | 0.47% | — | 1,262 | $691K |
| Anchor Capital Advisors LLC | 0.02% | Add +4.2% | 1,257 | $688K |
| Bath Savings Trust Co | 0.07% | Add +15.0% | 1,252 | $685K |
| Wimmer Associates 1, LLC | 0.35% | No change | 1,250 | $684K |
| LongView Wealth Management | 0.25% | Add +17.5% | 1,250 | $684K |
| Tenon Financial LLC | 0.53% | Add +0.1% | 1,238 | $677K |
| Mittelman Wealth Management | 0.44% | Reduce -6.0% | 1,236 | $676K |
| Kings Path Partners LLC | 0.32% | — | 1,236 | $676K |
| Burton Enright Welch | 0.16% | Reduce -0.1% | 1,235 | $676K |
| VCI Wealth Management LLC | 0.33% | Add +21.4% | 1,225 | $670K |
| Register Financial Advisors LLC | 0.34% | Reduce -0.3% | 1,224 | $670K |
| GGM Financial LLC | 0.62% | — | 1,224 | $670K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.18% | Add +17.1% | 1,220 | $668K |
| O'Brien Wealth Partners LLC | 0.15% | Reduce -1.1% | 1,220 | $668K |
| D L Carlson Investment Group Inc. | 0.13% | No change | 1,220 | $667K |
| Fiduciary Financial Group, LLC | 0.16% | — | 1,174 | $667K |
| Martin & Co. Inc. | 0.17% | No change | 1,217 | $666K |
| Partners in Financial Planning | 0.14% | No change | 1,214 | $664K |
| Smith & Howard Wealth Management, LLC | 0.20% | Reduce -0.3% | 1,210 | $662K |
| Dumont & Blake Investment Advisors LLC | 0.09% | Add +117.1% | 1,209 | $662K |
| Total Wealth Planning, LLC | 0.11% | Reduce -41.4% | 1,164 | $661K |
| Sabal Trust CO | 0.04% | Reduce -5.9% | 1,205 | $659K |
| FourThought Financial Partners, LLC | 0.08% | Add +1.9% | 1,204 | $659K |
| Tandem Capital Management Corp. | 0.36% | No change | 1,181 | $659K |
| Concord Wealth Partners | 0.12% | Reduce -11.6% | 1,202 | $658K |
| Fenimore Asset Management Inc | 0.01% | No change | 1,200 | $657K |
| RAM Investment Partners, LLC | 0.19% | Add +6.5% | 1,192 | $652K |
| Gill Capital Partners, LLC | 0.25% | No change | 1,192 | $652K |
| L.M. Kohn & Company | 0.18% | Reduce -13.7% | 1,145 | $651K |
| Atlas Capital Advisors Inc. | 0.08% | Reduce -5.7% | 1,178 | $645K |
| USAdvisors Wealth Management, LLC | 0.23% | Add +11.1% | 1,176 | $643K |
| BCK Partners, Inc. | 0.33% | Reduce -5.2% | 1,175 | $643K |
| Aries Wealth Management | 0.20% | Add +14.7% | 1,169 | $640K |
| Ingalls & Snyder LLC | 0.03% | No change | 1,165 | $638K |
| Fiduciary Family Office, LLC | 0.25% | Reduce -19.1% | 1,161 | $635K |
| Inscription Capital, LLC | 0.10% | Add +0.1% | 1,160 | $635K |
| Opus Investment Management Inc. | 0.41% | No change | 1,150 | $629K |
| Strategic Financial Planning, Inc. | 0.45% | No change | 1,149 | $629K |
| Somerset Trust Co | 0.26% | No change | 1,143 | $625K |
| Iams Wealth Management, LLC | 0.34% | Add +5.5% | 1,142 | $625K |
| Twelve Points Wealth Management LLC | 0.22% | Add +5.3% | 1,138 | $623K |
| Mountain Pacific Investment Advisers LLC | 0.05% | No change | 1,135 | $621K |
| CFM Wealth Partners LLC | 0.11% | No change | 1,132 | $619K |
| Novak & Powell Financial Services, Inc. | 0.38% | Add +61.0% | 1,132 | $619K |
| Bellecapital International Ltd. | 0.13% | Reduce -11.1% | 1,127 | $617K |
| Argent Capital Management LLC | 0.02% | No change | 1,124 | $615K |
| Collaborative Wealth Managment Inc. | 0.30% | Add +16.0% | 1,122 | $614K |
| Safeguard Investment Advisory Group, LLC | 0.19% | Add +67.8% | 1,121 | $613K |
| Glenorchy Capital Ltd | 0.45% | New | 1,118 | $612K |
| Activest Wealth Management | 0.20% | Add +1.5% | 1,111 | $608K |
| FWG Investments, LLC. | 0.61% | Reduce -5.7% | 1,106 | $605K |
| Bensler, LLC | 0.08% | Add +0.2% | 1,105 | $605K |
| Future Financial Wealth Managment LLC | 0.53% | No change | 1,102 | $603K |
| WealthTrust Axiom LLC | 0.20% | Add +31.7% | 1,102 | $603K |
| Azimuth Capital Investment Management LLC | 0.02% | No change | 1,101 | $603K |
| St. Louis Trust Co | 0.09% | No change | 1,120 | $597K |
| TPG Advisors LLC | 0.51% | — | 1,092 | $597K |
| West Michigan Advisors, LLC | 0.19% | Reduce -3.4% | 1,086 | $594K |
| Scientech Research LLC | 0.12% | New | 1,085 | $594K |
| Navis Wealth Advisors, LLC | 0.68% | Add +20.0% | 1,084 | $593K |
| Hanson & Doremus Investment Management | 0.10% | No change | 1,081 | $592K |
| Compass Wealth Management LLC | 0.15% | No change | 1,079 | $590K |
| HMS Capital Management, LLC | 0.31% | No change | 1,076 | $589K |
| Grey Fox Wealth Advisors, LLC | 0.21% | Add +10.1% | 1,075 | $588K |
| Wealthspan Partners, LLC | 0.32% | Reduce -7.4% | 1,073 | $587K |
| Sageworth Trust Co of South Dakota | 0.86% | Reduce -2.5% | 1,072 | $587K |
| Prosperity Financial Group, Inc. | 0.37% | Add +0.1% | 1,072 | $587K |
| MayTech Global Investments, LLC | 0.09% | Reduce -9.3% | 1,072 | $586K |
| Paragon Advisors, LLC | 0.21% | Add +167.8% | 1,071 | $586K |
| Hofer & Associates. Inc | 0.45% | No change | 1,070 | $586K |
| Hamilton Point Investment Advisors, LLC | 0.11% | No change | 1,067 | $584K |
| Milestone Asset Management, LLC | 0.15% | Reduce -10.0% | 1,065 | $583K |
| Austin Wealth Management, LLC | 0.14% | Add +20.9% | 1,037 | $580K |
| Tucker Asset Management LLC | 0.13% | Reduce -3.2% | 1,053 | $576K |
| Marco Investment Management LLC | 0.05% | Reduce -9.9% | 1,051 | $575K |
| Sage Private Wealth Group, LLC | 0.48% | Reduce -36.0% | 1,049 | $575K |
| Next Level Private LLC | 0.26% | Add +12.6% | 1,048 | $574K |
| Monte Financial Group, LLC | 0.25% | No change | 1,044 | $571K |
| Seven Mile Advisory | 0.42% | No change | 1,041 | $570K |
| Haverford Financial Services, Inc. | 0.17% | Reduce -14.8% | 1,040 | $569K |
| Key Client Fiduciary Advisors, LLC | 0.29% | Reduce -9.3% | 1,037 | $568K |
| West Oak Capital, LLC | 0.23% | Add +5.1% | 1,035 | $566K |
| Plimoth Trust Co. LLC | 0.15% | Reduce -6.3% | 1,035 | $566K |
| Balyasny Asset Management L.P. | 0.00% | New | 1,032 | $565K |
| RDA Financial Network | 0.19% | Add +2.2% | 1,032 | $565K |
| Center For Asset Management LLC | 0.37% | Add +0.3% | 1,031 | $564K |
| Delta Asset Management LLC | 0.05% | No change | 1,029 | $563K |
| Fiduciary Alliance LLC | 0.09% | Add +0.4% | 1,019 | $563K |
| Acorn Wealth Advisors, LLC | 0.28% | New | 1,028 | $562K |
| Resolute Wealth Strategies, LLC | 0.32% | Add +0.1% | 1,026 | $562K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 1,023 | $560K |
| City State Bank | 0.23% | Add +1.0% | 1,021 | $559K |
| Silver Oak Advisory Group, Inc. | 0.31% | Reduce -1.9% | 1,019 | $557K |
| Dash Acquisitions Inc. | 0.15% | Add +11.1% | 991 | $555K |
| Matrix Private Capital Group LLC | 0.35% | No change | 1,012 | $554K |
| Kaizen Financial Strategies | 0.35% | Add +29.1% | 1,015 | $553K |
| Safeguard Financial, LLC | 0.15% | Reduce -0.1% | 1,008 | $552K |
| Peninsula Asset Management Inc. | 0.30% | New | 1,007 | $551K |
| Epic Trust Investment Advisors, LLC | 0.61% | Reduce -2.3% | 1,004 | $549K |
| Delta Financial Advisors LLC | 0.21% | Reduce -28.9% | 1,001 | $548K |
| Eastern Bank | 0.02% | No change | 1,000 | $547K |
| Gleason Group, Inc. | 0.11% | Add +0.3% | 998 | $546K |
| Financial Security Advisor, Inc. | 0.18% | Add +18.1% | 998 | $546K |
| Seneca House Advisors | 0.24% | Add +8.1% | 997 | $545K |
| CPC Advisors, LLC | 0.09% | Reduce -4.4% | 996 | $545K |
| United Bank | 0.07% | Reduce -2.9% | 996 | $545K |
| Stage Harbor Financial, LLC | 0.53% | No change | 995 | $544K |
| Stonebrook Private Inc. | 0.16% | Reduce -2.2% | 989 | $541K |
| Kickstand Ventures, Llc. | 0.15% | Reduce -15.2% | 988 | $540K |
| Sharp Wealth Advisory, LLC | 0.46% | Add +25.9% | 976 | $534K |
| Willner & Heller, LLC | 0.51% | Add +3.2% | 974 | $533K |
| Cambridge Advisors Inc. | 0.12% | Add +3.2% | 973 | $532K |
| First Nebraska Trust Co | 0.05% | No change | 973 | $532K |
| Johnson Financial Group, LLC | 0.07% | New | 972 | $532K |
| Rooted Wealth Advisors, Inc. | 0.23% | Add +59.4% | 955 | $531K |
| Hunter Associates Investment Management LLC | 0.09% | Reduce -1.6% | 968 | $530K |
| CFO4Life Group, LLC | 0.10% | Add +11.8% | 963 | $527K |
| Longview Financial Advisors, Inc. | 0.40% | Add +0.6% | 962 | $527K |
| Private Management Group Inc. | 0.02% | Reduce -2.5% | 960 | $525K |
| KKM Financial LLC | 0.25% | No change | 972 | $524K |
| Hobbs Group Advisors, LLC | 0.20% | — | 954 | $522K |
| SMART Wealth LLC | 0.21% | Add +44.2% | 953 | $522K |
| Armstrong Henry H Associates Inc. | 0.05% | Add +63.9% | 952 | $521K |
| Tidemark, LLC | 0.24% | Reduce -21.9% | 948 | $519K |
| L. Roy Papp & Associates, LLP | 0.06% | Reduce -1.5% | 944 | $517K |
| Integral Investment Advisors, Inc. | 0.19% | Add +8.3% | 939 | $516K |
| Robinson Smith Wealth Advisors LLC | 0.45% | Add +112.9% | 941 | $515K |
| Up Strategic Wealth Investment Advisors LLC | 0.78% | Reduce -5.3% | 941 | $515K |
| Tanager Wealth Management LLP | 0.08% | No change | 939 | $514K |
| Whitener Capital Management, Inc. | 0.16% | Reduce -7.0% | 937 | $513K |
| Mountain Capital Investment Advisors Inc. | 0.13% | Add +4.5% | 907 | $512K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.73% | No change | 935 | $512K |
| Castle Rock Wealth Management, LLC | 0.13% | No change | 931 | $511K |
| Nicollet Investment Management, Inc. | 0.19% | Add +1.4% | 931 | $510K |
| Private Wealth Group, LLC | 0.27% | Reduce -58.1% | 931 | $509K |
| Mark Sheptoff Financial Planning, LLC | 0.28% | Add +63.7% | 928 | $508K |
| Heritage Wealth Management, Inc. | 0.17% | — | 910 | $508K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.25% | Add +3.2% | 927 | $507K |
| Beacon Financial Strategies CORP | 0.36% | No change | 925 | $506K |
| Richardson Capital Management LLC | 0.39% | Reduce -15.4% | 924 | $506K |
| Stonekeep Investments, LLC | 0.41% | — | 924 | $506K |
| Grant/GrossMendelsohn, LLC | 0.23% | Add +5.5% | 923 | $505K |
| Security Financial Services, INC. | 0.11% | Reduce -62.9% | 918 | $502K |
| Investment Planning Advisors, Inc. | 0.26% | — | 916 | $501K |
| Financial Strategies Group, Inc. | 0.13% | Add +0.1% | 897 | $501K |
| McDonald Partners LLC | 0.13% | Reduce -0.1% | 913 | $500K |
| Wealthstream Advisors, Inc. | 0.18% | Reduce -4.9% | 910 | $498K |
| Sequent Asset Management, LLC | 0.25% | No change | 909 | $497K |
| Congress Asset Management Co. | 0.00% | Reduce -19.8% | 909 | $497K |
| TruWealth Advisors, LLC | 0.03% | Reduce -34.6% | 907 | $496K |
| Monument Group Wealth Advisors, LLC | 0.33% | Add +55.0% | 905 | $495K |
| Iron Horse Wealth Management, LLC | 0.19% | No change | 905 | $495K |
| Richmond Brothers, Inc. | 0.98% | Reduce -0.7% | 902 | $494K |
| First City Capital Management, Inc. | 0.28% | No change | 902 | $494K |
| Inlet Private Wealth, LLC | 0.14% | Add +6.4% | 902 | $494K |
| Lodestone Wealth Management LLC | 0.26% | Add +5.5% | 902 | $493K |
| Regatta Capital Group, LLC | 0.11% | No change | 901 | $493K |
| Mid-American Wealth Advisory Group, Inc. | 0.31% | Reduce -6.7% | 901 | $493K |
| Cravens & Co Advisors, LLC | 0.37% | No change | 900 | $493K |
| Root Financial Partners, LLC | 0.12% | Add +58.9% | 898 | $491K |
| Abacus Wealth Partners, LLC | 0.08% | Add +6.9% | 898 | $491K |
| Bell Bank | 0.04% | Add +33.7% | 897 | $491K |
| Kestra Investment Management, LLC | 0.03% | — | 896 | $490K |
| Marshall Financial Group, LLC | 0.14% | Add +14.0% | 894 | $489K |
| Core Alternative Capital | 0.10% | No change | 894 | $489K |
| Greenfield Savings Bank | 0.25% | No change | 892 | $488K |
| Vestia Personal Wealth Advisors | 0.52% | — | 889 | $487K |
| Levy Wealth Management Group, LLC | 0.12% | Add +33.7% | 889 | $486K |
| Nordwand Advisors, LLC | 0.21% | No change | 885 | $484K |
| West Wealth Group, LLC | 0.17% | Add +12.5% | 884 | $484K |
| Basepoint Wealth LLC | 0.38% | Add +25.2% | 884 | $484K |
| United Bank | 0.24% | Reduce -12.7% | 883 | $483K |
| Plan Group Financial, LLC | 0.30% | Add +9.6% | 882 | $483K |
| MAS Advisors LLC | 1.15% | No change | 879 | $481K |
| Barlow Wealth Partners, LLC | 0.07% | Add +68.2% | 883 | $481K |
| Union Savings Bank | 0.25% | No change | 878 | $480K |
| Planning Directions Inc. | 0.33% | Add +0.2% | 876 | $479K |
| Covenant Partners, LLC | 0.15% | No change | 875 | $479K |
| Summit Global Investments | 0.03% | Reduce -21.1% | 874 | $478K |
| Apriem Advisors | 0.06% | Add +19.6% | 872 | $477K |
| Family Capital Trust Co | 0.16% | Reduce -1.7% | 869 | $476K |
| Capasso Planning Partners LLC | 0.15% | Add +5.8% | 868 | $475K |
| Powers Advisory Group, LLC | 0.26% | New | 868 | $475K |
| Center for Financial Planning, Inc. | 0.07% | Reduce -15.6% | 866 | $474K |
| Sollinda Capital Management LLC | 0.14% | New | 863 | $472K |
| SJS Investment Consulting Inc. | 0.09% | No change | 861 | $471K |
| Wambolt & Associates, LLC | 0.14% | Reduce -0.8% | 858 | $471K |
| Hill Investment Group Partners, LLC | 0.06% | Reduce -0.1% | 845 | $470K |
| Farrell Financial LLC | 0.37% | Add +0.3% | 859 | $470K |
| Cornerstone National Bank & Trust Co | 0.23% | No change | 857 | $469K |
| Signal Advisors Wealth, LLC | 1.02% | Reduce -95.6% | 855 | $468K |
| Guidance Capital, Inc. | 0.15% | Reduce -0.2% | 844 | $467K |
| Meeder Advisory Services, Inc. | 0.03% | New | 850 | $465K |
| Kidder Stephen W | 0.15% | No change | 850 | $465K |
| Financial Partners Group, LLC | 0.18% | Add +0.2% | 844 | $462K |
| Pin Oak Investment Advisors Inc. | 0.44% | No change | 843 | $461K |
| Nicholas Wealth, LLC. | 0.33% | Add +33.0% | 842 | $461K |
| RVW Wealth, LLC | 0.05% | Add +4.1% | 841 | $460K |
| Kraft Asset Management, LLC | 0.39% | Reduce -3.8% | 839 | $459K |
| Davis Capital Management | 0.40% | Reduce -0.4% | 836 | $458K |
| Taylor Financial Group, Inc. | 0.35% | Reduce -2.7% | 835 | $457K |
| Tobias Financial Advisors, Inc. | 0.10% | No change | 834 | $456K |
| Howard Capital Management Group, LLC | 0.03% | Reduce -0.1% | 833 | $456K |
| Albion Financial Group | 0.03% | Add +126.1% | 832 | $455K |
| Team Financial Group, LLC | 0.29% | Add +0.7% | 831 | $455K |
| Riverview Trust Co | 0.43% | No change | 830 | $454K |
| Gsa Capital Partners LLP | 0.03% | Add +37.1% | 828 | $453K |
| Castleview Partners, LLC | 0.26% | Add +27.1% | 826 | $452K |
| Edge Financial Advisors LLC | 0.47% | New | 825 | $451K |
| Finer Wealth Management, Inc. | 0.29% | Reduce -3.5% | 823 | $450K |
| Avity Investment Management Inc. | 0.04% | No change | 820 | $449K |
| Buttonwood Financial Advisors Inc. | 0.21% | Add +8.8% | 818 | $447K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +64.1% | 786 | $446K |
| Redwood Financial Network Corp | 0.37% | Reduce -2.3% | 814 | $445K |
| Lumbard & Kellner, LLC | 0.21% | Reduce -3.6% | 812 | $444K |
| Meridian Investment Counsel Inc. | 0.14% | No change | 810 | $443K |
| LVW Advisors, LLC | 0.07% | Reduce -0.1% | 809 | $443K |
| DiNuzzo Private Wealth, Inc. | 0.06% | No change | 807 | $442K |
| M. Kulyk & Associates, LLC | 0.10% | New | 806 | $441K |
| Adell Harriman & Carpenter Inc. | 0.03% | Reduce -18.4% | 806 | $441K |
| Samalin Investment Counsel, LLC | 0.21% | Add +19.5% | 804 | $440K |
| OLIO Financial Planning | 0.19% | No change | 918 | $440K |
| Pinnacle Financial Group, LLC / IL | 0.19% | No change | 803 | $439K |
| Fagan Associates, Inc. | 0.08% | Reduce -4.8% | 802 | $439K |
| Penobscot Investment Management Company, Inc. | 0.04% | Add +19.9% | 801 | $438K |
| Invesco Ltd. | 0.00% | New | 798 | $437K |
| AIFG Consultants Ltd. | 0.32% | New | 797 | $437K |
| Elgethun Capital Management | 0.11% | No change | 797 | $436K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +1.9% | 797 | $436K |
| Financial Sense Advisors, Inc. | 0.14% | Add +18.1% | 794 | $435K |
| Prism Advisors, Inc. | 0.13% | Reduce -42.6% | 793 | $434K |
| Westshore Wealth, LLC | 0.18% | Reduce -1.9% | 789 | $432K |
| Clarity Financial LLC | 0.07% | Reduce -65.7% | 789 | $432K |
| SFG Wealth Management, LLC. | 0.24% | Add +8.0% | 785 | $429K |
| Barr E S & Co. | 0.03% | No change | 781 | $427K |
| Quantum Financial Advisors, LLC | 0.07% | No change | 779 | $426K |
| Heritage Wealth Management, Inc./Texas | 0.27% | Reduce -47.6% | 778 | $426K |
| Mirador Capital Partners LP | 0.08% | Reduce -0.6% | 775 | $424K |
| John W. Brooker & Co., CPAs | 0.21% | Add +53.7% | 773 | $423K |
| JPL Wealth Management, LLC | 0.21% | Reduce -7.3% | 772 | $422K |
| Petra Financial Advisors Inc. | 0.30% | Add +5.7% | 767 | $420K |
| Priebe Wealth Holdings LLC | 0.33% | Reduce -1.3% | 766 | $419K |
| Columbia Asset Management | 0.08% | Reduce -4.6% | 766 | $419K |
| WealthTrust Asset Management, LLC | 0.31% | Add +0.3% | 765 | $418K |
| Indie Asset Partners, LLC | 0.33% | New | 761 | $417K |
| Rothschild Capital Partners, LLC | 0.12% | Add +77.4% | 761 | $416K |
| Burns J W & Co. Inc. | 0.06% | Add +4.0% | 760 | $416K |
| WorthPointe, LLC | 0.19% | Reduce -6.5% | 759 | $415K |
| Core Wealth Partners LLC | 0.28% | Add +0.1% | 756 | $414K |
| Wells Trecaso Financial Group, LLC | 0.14% | No change | 755 | $413K |
| O'Brien Greene & Co. Inc | 0.13% | Add +7.7% | 754 | $413K |
| StrongBox Wealth, LLC | 0.19% | New | 753 | $412K |
| Innealta Capital, LLC | 0.14% | No change | 751 | $411K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 750 | $410K |
| Palo Alto Wealth Advisors, LLC | 0.28% | Add +0.4% | 750 | $410K |
| Rothschild Investment LLC | 0.03% | Reduce -9.9% | 749 | $410K |
| Royal Fund Management, LLC | 0.06% | Reduce -21.4% | 748 | $410K |
| RMR Wealth Builders | 0.05% | Add +0.1% | 749 | $410K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +19.1% | 748 | $409K |
| Marietta Investment Partners LLC | 0.09% | No change | 745 | $408K |
| TL Private Wealth | 0.18% | Add +0.3% | 717 | $407K |
| Quest Investment Management LLC | 0.04% | Add +5.7% | 743 | $407K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Reduce -7.6% | 742 | $406K |
| BlackDiamond Wealth Management, LLC | 0.27% | Reduce -2.3% | 761 | $406K |
| Baxter Bros Inc. | 0.05% | No change | 741 | $405K |
| O'ROURKE & COMPANY, Inc | 0.23% | Add +5.7% | 740 | $405K |
| Matrix Trust Co | 0.09% | Add +1.5% | 738 | $404K |
| Argus Investors' Counsel, Inc. | 0.25% | Reduce -26.1% | 738 | $404K |
| Wiser Advisor Group LLC | 0.63% | Add +48.8% | 738 | $403K |
| CGC Financial Services, LLC | 0.18% | Add +0.8% | 737 | $403K |
| Buckingham Capital Management, Inc. | 0.05% | Reduce -17.4% | 737 | $403K |
| Lee Danner & Bass Inc. | 0.03% | — | 736 | $403K |
| Warwick Investment Management, Inc. | 0.09% | Reduce -4.0% | 736 | $402K |
| Cordgrass Capital Advisors, LLC | 0.13% | No change | 735 | $402K |
| BancFirst Trust & Investment Management | 0.19% | New | 732 | $402K |
| Consolidated Portfolio Review Corp | 0.09% | Add +24.4% | 734 | $402K |
| True North Advisors, LLC | 0.11% | Reduce -22.5% | 733 | $401K |
| SS&H Financial Advisors, Inc. | 0.16% | No change | 732 | $400K |
| TrinityBridge Ltd | 0.01% | Reduce -48.9% | 732 | $400K |
| Dover Advisors, LLC | 0.25% | Reduce -1.1% | 730 | $399K |
| Mount Vernon Associates Inc. | 0.35% | New | 721 | $395K |
| Northstar Asset Management Inc. | 0.10% | Reduce -0.7% | 721 | $395K |
| Altrius Capital Management Inc | 0.10% | Reduce -25.6% | 720 | $394K |
| Financial Alternatives, Inc | 0.29% | No change | 717 | $392K |
| Coston, McIsaac & Partners | 0.12% | No change | 717 | $392K |
| Prentice Wealth Management LLC | 0.13% | Reduce -5.8% | 714 | $391K |
| Rock Creek Group LLC | 0.05% | Reduce -49.8% | 713 | $390K |
| Invenio Wealth Partners LLC | 0.19% | Reduce -12.3% | 711 | $389K |
| Fielder Capital Group LLC | 0.15% | No change | 711 | $389K |
| Vectors Research Management, LLC | 0.12% | Reduce -24.9% | 707 | $387K |
| Orange Investment Advisors, Inc. | 0.05% | Reduce -5.6% | 810 | $386K |
| Ballentine Capital Advisors, Inc | 0.21% | Reduce -0.1% | 705 | $386K |
| Sterling Group Wealth Management, LLC | 0.22% | — | 705 | $386K |
| Kesler, Norman & Wride, LLC | 0.08% | No change | 705 | $386K |
| Strait & Sound Wealth Management LLC | 0.20% | New | 700 | $383K |
| Cary Street Partners Asset Management LLC | 0.06% | Add +11.1% | 699 | $383K |
| Pointe Capital Management LLC | 0.24% | No change | 698 | $382K |
| Mitchell Sinkler & Starr | 0.10% | No change | 686 | $381K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -14.0% | 696 | $381K |
| Insight Wealth Partners, LLC | 0.25% | No change | 694 | $380K |
| Cypress Point Wealth Management, LLC | 0.18% | No change | 694 | $380K |
| David Kennon Inc | 0.16% | No change | 693 | $379K |
| Guardian Wealth Advisors, LLC | 0.25% | No change | 691 | $378K |
| Strategic Family Wealth Counselors, L.L.C. | 0.14% | Add +0.4% | 691 | $378K |
| Seelaus Asset Management LLC | 0.39% | No change | 690 | $378K |
| Sutton Place Investors LLC | 0.25% | Reduce -20.2% | 689 | $377K |
| B & T Capital Management DBA Alpha Capital Management | 0.07% | No change | 687 | $376K |
| Bowman & Co S.C. | 0.22% | Add +18.9% | 687 | $376K |
| NWK Group, Inc. | 0.16% | No change | 685 | $375K |
| Neumann Capital Management, LLC | 0.13% | No change | 685 | $375K |
| GG Group Ventures, LLC | 0.52% | — | 687 | $374K |
| Ellsworth Advisors, LLC | 0.10% | Add +0.3% | 683 | $374K |
| Hassell Wealth Management, LLC | 0.17% | Reduce -2.1% | 682 | $372K |
| Hartford Funds Management Co LLC | 0.03% | New | 675 | $369K |
| Trinity Financial Advisors LLC | 0.16% | Reduce -3.9% | 672 | $368K |
| Secured Retirement Advisors, LLC | 0.29% | Reduce -3.0% | 671 | $367K |
| Lynx Investment Advisory | 0.27% | — | 670 | $367K |
| J. L. Bainbridge & Co., Inc. | 0.04% | No change | 669 | $366K |
| Fogel Capital Management, Inc. | 0.19% | Reduce -25.9% | 666 | $365K |
| Am Investment Strategies LLC | 0.09% | Add +2.0% | 664 | $364K |
| Veridan Wealth LLC | 0.15% | — | 586 | $364K |
| Legacy Financial Group LLC | 0.07% | Add +13.1% | 663 | $363K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -31.2% | 662 | $362K |
| New Harbor Financial Group, LLC | 0.12% | Reduce -30.1% | 660 | $361K |
| Ewa, LLC | 0.15% | Add +0.1% | 648 | $361K |
| Noesis Capital Mangement Corp. | 0.08% | Add +68.6% | 654 | $358K |
| Hazlett, Burt & Watson, Inc. | 0.18% | Add +22.1% | 653 | $357K |
| Wilkins Investment Counsel Inc. | 0.05% | Reduce -13.3% | 650 | $356K |
| Obsidian Personal Planning Solutions LLC | 0.22% | Add +1.7% | 649 | $355K |
| KOM Wealth Management Group, LLC | 0.33% | Add +0.1% | 647 | $355K |
| Victory Financial Group, LLC | 0.16% | Add +26.8% | 644 | $352K |
| Independent Solutions Wealth Management, LLC | 0.08% | Add +31.3% | 642 | $351K |
| Westside Investment Management, Inc. | 0.08% | No change | 634 | $347K |
| Cairn Investment Group, Inc. | 0.20% | Add +43.0% | 635 | $347K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.14% | No change | 635 | $347K |
| Synergy Financial Group, LTD | 0.36% | No change | 634 | $347K |
| TriaGen Wealth Management LLC | 0.13% | Add +0.2% | 633 | $346K |
| Bright Futures Wealth Management, LLC. | 0.19% | Reduce -9.1% | 642 | $344K |
| Afg Fiduciary Services Limited Partnership | 0.24% | No change | 617 | $344K |
| LifeSteps Financial, Inc. | 0.28% | No change | 627 | $343K |
| Channel Wealth LLC | 0.12% | Reduce -8.3% | 620 | $339K |
| Lauterbach Financial Advisors, LLC | 0.22% | No change | 633 | $339K |
| MilWealth Group LLC | 0.11% | Reduce -14.9% | 617 | $338K |
| Fortune Financial Advisors, LLC | 0.21% | Reduce -37.9% | 616 | $337K |
| Probity Advisors, Inc. | 0.07% | Reduce -34.9% | 613 | $335K |
| Lewis Asset Management, LLC | 0.26% | Add +0.3% | 613 | $335K |
| G&S Capital LLC | 0.14% | Add +8.1% | 589 | $333K |
| Wills Financial Group, Inc. | 0.15% | No change | 605 | $331K |
| McCollum Christoferson Group LLC | 0.10% | Add +9.0% | 605 | $331K |
| Kearns & Associates LLC | 0.25% | No change | 605 | $331K |
| Beacon Wealthcare LLC | 0.14% | No change | 603 | $330K |
| Financial Life Advisors | 0.13% | No change | 602 | $329K |
| Thrive Capital Management, LLC | 0.15% | New | 600 | $329K |
| Coastal Bridge Advisors, LLC | 0.08% | Reduce -3.1% | 601 | $329K |
| Community Bank of Raymore | 0.25% | No change | 600 | $328K |
| Defender Capital, LLC. | 0.11% | No change | 600 | $328K |
| City Holding Co. | 0.05% | Add +0.3% | 600 | $328K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +28.3% | 599 | $328K |
| FWL Investment Management, LLC | 0.17% | New | 598 | $327K |
| GoalVest Advisory LLC | 0.10% | Reduce -1.2% | 598 | $327K |
| Rosenblum Silverman Sutton S F Inc. | 0.09% | No change | 598 | $327K |
| IMZ Advisory Inc | 0.16% | Add +5.1% | 596 | $326K |
| FSA Advisors, Inc. | 0.34% | Reduce -2.7% | 611 | $324K |
| Aspire Wealth Management Corp | 0.18% | Add +22.1% | 591 | $323K |
| SignalPoint Asset Management, LLC | 0.09% | Add +10.1% | 589 | $322K |
| Duncker Streett & Co. Inc. | 0.06% | Add +11.4% | 588 | $322K |
| EWG Elevate Inc. | 0.12% | No change | 587 | $321K |
| Caitlin John, LLC | 0.23% | Reduce -0.7% | 586 | $321K |
| Park Edge Advisors, LLC | 0.10% | Reduce -11.4% | 585 | $320K |
| Williams & Novak, LLC | 0.30% | Reduce -1.0% | 584 | $320K |
| Letson Investment Management, Inc. | 0.14% | No change | 583 | $319K |
| UNIVEST FINANCIAL Corp | 0.09% | Reduce -10.0% | 583 | $319K |
| Taurus Asset Management, LLC | 0.03% | No change | 583 | $319K |
| Cambridge Financial Group, LLC | 0.15% | No change | 583 | $319K |
| Matisse Capital | 0.16% | Add +35.1% | 577 | $316K |
| Black Swift Group, LLC | 0.07% | Reduce -16.0% | 577 | $316K |
| Suncoast Equity Management | 0.03% | New | 577 | $316K |
| Capital Management Associates, Inc | 0.19% | No change | 575 | $315K |
| Orcam Financial Group | 0.34% | No change | 575 | $315K |
| Palisade Asset Management, LLC | 0.03% | Reduce -21.0% | 575 | $315K |
| Buckhead Capital Management LLC | 0.11% | Add +13.0% | 575 | $314K |
| Innova Wealth Partners | 0.22% | New | 573 | $314K |
| Eagle Global Advisors LLC | 0.02% | Add +42.3% | 572 | $313K |
| LVM Capital Management Ltd. | 0.04% | No change | 571 | $312K |
| HRC Wealth Management, LLC | 0.21% | Add +0.2% | 569 | $312K |
| GFG Capital, LLC | 0.08% | No change | 535 | $311K |
| Hills Bank & Trust Co | 0.03% | No change | 565 | $309K |
| D.B. Root & Company, LLC | 0.11% | No change | 564 | $309K |
| Eaton-Cambridge Inc. | 0.16% | Reduce -0.3% | 564 | $309K |
| Frazier Financial Advisors, LLC | 0.24% | Add +0.5% | 561 | $307K |
| Matthew Goff Investment Advisor, LLC | 0.06% | Add +24.7% | 560 | $306K |
| WoodTrust Financial Corp | 0.05% | New | 560 | $306K |
| Abner Herrman & Brock LLC | 0.04% | Reduce -0.5% | 560 | $306K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.06% | New | 553 | $303K |
| Intrepid Capital Management Inc. | 0.19% | No change | 552 | $302K |
| IMPACTfolio, LLC | 0.17% | No change | 552 | $302K |
| Harmony Asset Management LLC | 0.13% | Reduce -6.8% | 550 | $301K |
| Capital Planning Advisors, LLC | 0.05% | No change | 548 | $300K |
| D'Orazio & Associates, Inc. | 0.05% | New | 547 | $299K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 544 | $298K |
| American Capital Advisory, LLC | 0.21% | No change | 622 | $297K |
| Vaughan David Investments LLC | 0.01% | Reduce -16.7% | 542 | $297K |
| ShoreHaven Wealth Partners, LLC | 0.16% | Add +0.6% | 542 | $297K |
| Pekin Hardy Strauss, Inc. | 0.04% | Reduce -16.3% | 540 | $295K |
| Shotwell Rutter Baer Inc | 0.26% | Reduce -3.1% | 528 | $295K |
| WealthCare Investment Partners, LLC | 0.14% | Add +2.1% | 539 | $295K |
| Harbour Trust & Investment Management Co | 0.03% | Reduce -31.1% | 535 | $293K |
| Noble Family Wealth, LLC | 0.08% | No change | 533 | $292K |
| Shayne & Jacobs, LLC | 0.08% | Add +15.9% | 533 | $292K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.13% | Reduce -0.6% | 527 | $288K |
| Cutter & CO Brokerage, Inc. | 0.07% | Reduce -5.4% | 526 | $288K |
| Oak Hill Wealth Advisors, LLC | 0.09% | — | 526 | $288K |
| Xcel Wealth Management, LLC | 0.09% | Reduce -0.4% | 523 | $286K |
| Constant Guidance Financial LLC | 0.30% | Add +5.2% | 523 | $286K |
| Riverview Capital Advisers, LLC | 0.10% | No change | 522 | $286K |
| Exchange Bank | 0.24% | Add +5.3% | 519 | $284K |
| TFG Advisers LLC | 0.11% | Reduce -8.3% | 517 | $283K |
| Hiley Hunt Wealth Management | 0.17% | Add +0.2% | 516 | $283K |
| Pegasus Asset Management, Inc. | 0.09% | New | 516 | $282K |
| Rosenberg Matthew Hamilton | 0.08% | Add +24.1% | 514 | $282K |
| Richardson Financial Services Inc. | 0.20% | Reduce -5.0% | 512 | $280K |
| EnRich Financial Partners LLC | 0.10% | Add +0.2% | 510 | $279K |
| Vienna Asset Management LLC | 0.23% | Add +0.2% | 509 | $279K |
| Horizon Investment Services, LLC | 0.13% | No change | 508 | $278K |
| Piedmont Capital Management, LLC | 0.19% | No change | 532 | $278K |
| Warther Private Wealth, LLC | 0.11% | No change | 507 | $277K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.15% | Add +0.2% | 506 | $277K |
| HBW Advisory Services LLC | 0.05% | Reduce -10.3% | 506 | $277K |
| Stonehearth Capital Management, LLC | 0.12% | Reduce -22.0% | 506 | $277K |
| Yousif Capital Management, LLC | 0.00% | No change | 505 | $276K |
| Schulhoff & Co. Inc. | 0.12% | No change | 502 | $275K |
| Legacy Bridge, LLC | 0.16% | No change | 500 | $274K |
| Belmont Capital, LLC | 0.05% | No change | 500 | $274K |
| Capital Investment Counsel, Inc | 0.04% | Add +8.5% | 500 | $273K |
| American Money Management, LLC | 0.06% | Reduce -1.6% | 500 | $273K |
| Gordian Advisors LLC | 0.26% | No change | 499 | $273K |
| Quattro Financial Advisors LLC | 0.07% | No change | 498 | $273K |
| F/m Investments LLC | 0.01% | Reduce -82.3% | 496 | $271K |
| Addison Capital Co | 0.12% | New | 495 | $271K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 495 | $271K |
| Verde Capital Management | 0.09% | Reduce -2.0% | 495 | $271K |
| Asset Advisors Investment Management, LLC | 0.03% | No change | 490 | $268K |
| Ranch Capital Advisors Inc. | 0.14% | Add +0.2% | 489 | $268K |
| Walker Financial Services, Inc. | 0.21% | Reduce -3.2% | 489 | $267K |
| Brio Consultants, LLC | 0.04% | Reduce -12.9% | 485 | $266K |
| Citizens & Northern Corp. | 0.08% | Reduce -27.5% | 485 | $265K |
| Braun-Bostich & Associates Inc. | 0.20% | Reduce -78.1% | 484 | $265K |
| Running Point Capital Advisors, LLC | 0.11% | Add +26.8% | 483 | $264K |
| Alexander Labrunerie & Co., Inc. | 0.14% | No change | 482 | $264K |
| Kathmere Capital Management, LLC | 0.03% | No change | 481 | $263K |
| First Fiduciary Investment Counsel, Inc. | 0.06% | Add +0.2% | 481 | $263K |
| Florida Financial Advisors, LLC | 0.16% | Reduce -26.9% | 480 | $263K |
| Stablepoint Partners, LLC | 0.05% | Reduce -1.8% | 479 | $262K |
| Verity & Verity, LLC | 0.03% | New | 478 | $262K |
| Outlook Wealth Advisors, LLC | 0.08% | Add +16.4% | 29,153 | $259K |
| Slocum, Gordon & Co LLP | 0.19% | No change | 474 | $259K |
| Sloy Dahl & Holst, LLC | 0.05% | Add +1.1% | 473 | $259K |
| HT Partners LLC | 0.09% | No change | 468 | $256K |
| McDonough Capital Management, Inc | 0.19% | Add +0.2% | 466 | $255K |
| Axim Planning & Wealth | 0.31% | New | 466 | $255K |
| First National Bank Sioux Falls | 0.13% | No change | 465 | $254K |
| One Charles Private Wealth Services, LLC | 0.11% | No change | 465 | $254K |
| First Wilshire Securities Management Inc. | 0.08% | No change | 464 | $254K |
| Brevan Howard Capital Management LP | 0.02% | New | 463 | $253K |
| Janus Henderson Group PLC | 0.00% | Reduce -42.8% | 463 | $253K |
| Maltin Wealth Management, Inc. | 0.14% | Add +0.2% | 463 | $253K |
| Greenline Partners, LLC | 0.04% | Reduce -41.5% | 460 | $252K |
| Sterling Financial Group, Inc. | 0.11% | No change | 460 | $252K |
| Peregrine Asset Advisers, Inc. | 0.10% | No change | 458 | $251K |
| Dohj, LLC | 0.06% | Add +11.3% | 454 | $249K |
| Tradewinds Capital Management, LLC | 0.07% | New | 454 | $249K |
| First Pacific Financial | 0.06% | Reduce -9.9% | 454 | $248K |
| Canton Hathaway, LLC | 0.07% | No change | 453 | $248K |
| Oxbow Advisors, LLC | 0.03% | No change | 452 | $247K |
| Cedar Point Capital Partners, LLC | 0.18% | No change | 451 | $247K |
| Old North State Trust, LLC | 0.21% | Reduce -5.1% | 450 | $246K |
| Breakwater Investment Management | 0.11% | No change | 449 | $246K |
| Jackson Square Capital, LLC | 0.06% | New | 449 | $246K |
| Benchmark Investment Advisors LLC | 0.18% | Reduce -3.9% | 448 | $245K |
| Silverlake Wealth Management LLC | 0.10% | Reduce -0.5% | 445 | $244K |
| Terra Nova Asset Management LLC | 0.19% | Add +0.2% | 445 | $244K |
| SevenBridge Financial Group, LLC | 0.05% | No change | 459 | $241K |
| CarsonAllaria Wealth Management, Ltd. | 0.15% | Reduce -50.2% | 440 | $241K |
| Heritage Wealth Management, Inc. | 0.23% | No change | 436 | $239K |
| Duncan Williams Asset Management, LLC | 0.20% | Reduce -1.8% | 434 | $237K |
| Family Investment Center, Inc. | 0.07% | No change | 434 | $237K |
| Elevatus Welath Management | 0.09% | Add +2.1% | 433 | $237K |
| Pacific Sage Partners, LLC | 0.06% | No change | 433 | $237K |
| Financial Planning & Information Services, Inc. | 0.04% | Reduce -4.4% | 433 | $237K |
| Alhambra Investment Management LLC | 0.13% | No change | 431 | $236K |
| IPG Investment Advisors LLC | 0.05% | New | 430 | $235K |
| LaFleur & Godfrey LLC | 0.03% | No change | 429 | $235K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -58.0% | 428 | $234K |
| Iron Gate Global Advisors LLC | 0.04% | New | 426 | $233K |
| Schiavi & Co LLC | 0.09% | Add +8.5% | 423 | $231K |
| American Planning Services, Inc. | 0.16% | No change | 421 | $230K |
| First Citizens Financial Corp | 0.14% | New | 421 | $230K |
| Fayez Sarofim & Co | 0.00% | Add +4.5% | 419 | $229K |
| Delos Wealth Advisors, LLC | 0.22% | Add +2.7% | 418 | $229K |
| Clark Financial Services Group Inc. | 0.24% | No change | 417 | $228K |
| Advocate Group LLC | 0.05% | No change | 415 | $227K |
| Barry Investment Advisors, LLC | 0.08% | Reduce -46.4% | 414 | $227K |
| Marmo Financial Group, LLC | 0.14% | New | 412 | $225K |
| Hillman Capital Management, Inc. | 0.08% | No change | 412 | $225K |
| TMD Wealth Management, LLC | 0.05% | No change | 411 | $225K |
| Douglass Winthrop Advisors, LLC | 0.00% | New | 410 | $224K |
| Valued Wealth Advisors LLC | 0.15% | Add +0.3% | 408 | $223K |
| Rakuten Securities, Inc. | 0.10% | Add +20250.0% | 407 | $223K |
| Provident Wealth Management, LLC | 0.08% | Reduce -1.4% | 407 | $223K |
| NBW Capital LLC | 0.04% | Reduce -28.9% | 407 | $223K |
| Opes Wealth Management LLC | 0.05% | New | 406 | $222K |
| United Asset Strategies, Inc. | 0.02% | New | 406 | $222K |
| TCWP LLC | 0.54% | Reduce -11.8% | 405 | $222K |
| Kintra Wealth, LLC | 0.16% | Reduce -4.5% | 404 | $221K |
| Meredith Wealth Planning | 0.12% | Reduce -11.9% | 401 | $219K |
| Aull & Monroe Investment Management Corp | 0.11% | No change | 400 | $219K |
| Hourglass Capital, LLC | 0.07% | Reduce -21.4% | 400 | $219K |
| ELCO Management Co., LLC | 0.13% | No change | 399 | $218K |
| CJM Wealth Advisers, Ltd. | 0.08% | No change | 398 | $218K |
| Thompson Davis & Co., Inc. | 0.19% | Add +0.3% | 399 | $218K |
| RFG Holdings, Inc. | 0.08% | New | 397 | $218K |
| Dock Street Asset Management Inc. | 0.03% | Reduce -2.7% | 397 | $217K |
| One Wealth Map LLC | 0.13% | New | 388 | $216K |
| Leelyn Smith, LLC | 0.04% | Reduce -3.2% | 395 | $216K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 395 | $216K |
| Knollwood Investment Advisory, LLC | 0.02% | No change | 394 | $216K |
| Clear Point Advisors Inc. | 0.18% | Reduce -22.9% | 394 | $215K |
| First Trust Investment Solutions L.P. | 0.03% | New | 394 | $215K |
| Empire Financial Management Company, LLC | 0.07% | Add +1.0% | 393 | $215K |
| Dean, Jacobson Financial Services, LLC | 0.17% | No change | 392 | $215K |
| Stordahl Capital Management, Inc. | 0.05% | No change | 392 | $215K |
| Anchor Investment Management, LLC | 0.02% | Reduce -4.6% | 392 | $215K |
| Horizon Advisory Services, Inc. | 0.10% | No change | 391 | $214K |
| Myecfo, LLC | 0.12% | No change | 391 | $214K |
| Dopkins Wealth Management, LLC | 0.13% | No change | 390 | $214K |
| One Plus One Wealth Management, LLC | 0.12% | Reduce -19.8% | 390 | $213K |
| Compass Financial Group, INC | 0.05% | No change | 390 | $213K |
| Baskin Financial Services Inc. | 0.02% | New | 390 | $213K |
| Altura Wealth Advisors Inc. | 0.21% | New | 389 | $213K |
| Cullen Investment Group, LTD. | 0.03% | Reduce -11.4% | 388 | $212K |
| Kirtland Hills Capital Management, LLC | 0.18% | No change | 387 | $212K |
| Moulton Wealth Management, Inc. | 0.19% | New | 376 | $211K |
| Red Mountain Financial, LLC | 0.25% | — | 386 | $211K |
| Blue Zone Wealth Advisors, LLC | 0.07% | Reduce -28.3% | 385 | $211K |
| Discipline Wealth Solutions, LLC | 0.17% | New | 383 | $210K |
| Leading Edge Financial Planning LLC | 0.08% | No change | 382 | $209K |
| Planning Capital Management Corp | 0.15% | No change | 382 | $209K |
| Asset Allocation Strategies LLC | 0.07% | New | 381 | $209K |
| Morton Brown Family Wealth, LLC | 0.08% | Add +12.7% | 373 | $207K |
| Shilanski & Associates, Inc. | 0.07% | New | 379 | $207K |
| Global Trust Asset Management, LLC | 0.08% | Add +5.3% | 379 | $207K |
| Ellerson Group Inc. | 0.16% | Reduce -16.7% | 375 | $205K |
| Sterneck Capital Management, LLC | 0.12% | New | 375 | $205K |
| Hillcrest Wealth Advisors - NY, LLC | 0.11% | New | 375 | $205K |
| Kinloch Capital, LLC | 0.11% | New | 374 | $205K |
| Grand Wealth Management, LLC | 0.12% | Reduce -4.4% | 371 | $203K |
| Paragon Financial Partners, Inc. | 0.16% | New | 370 | $202K |
| Old North State Wealth Management, LLC | 0.13% | New | 368 | $202K |
| Montis Financial, LLC | 0.09% | New | 369 | $202K |
| Abbot Financial Management, Inc. | 0.11% | New | 368 | $201K |
| Dividend Assets Capital, LLC | 0.04% | New | 368 | $201K |
| Powell Investment Advisors, LLC | 0.10% | Add +431.9% | 367 | $201K |
| Elser Financial Planning, Inc | 0.03% | — | 367 | $201K |
| Global Wealth Strategies & Associates | 0.07% | Add +12.0% | 354 | $194K |
| Rise Advisors, LLC | 0.10% | Add +4.4% | 353 | $193K |
| Riggs Asset Managment Co. Inc. | 0.06% | No change | 341 | $187K |
| Financial Connections Group, Inc. | 0.09% | New | 331 | $181K |
| Semmax Financial Advisors Inc. | 0.05% | Reduce -8.9% | 328 | $179K |
| Blue Chip Partners, LLC | 0.02% | Add +0.3% | 323 | $177K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 311 | $170K |
| MTM Investment Management, LLC | 0.07% | Add +6.9% | 308 | $169K |
| Widmann Financial Services, Inc. | 0.14% | New | 304 | $166K |
| Integrity Financial Corp | 0.10% | Reduce -10.9% | 302 | $165K |
| AllSquare Wealth Management LLC | 0.10% | No change | 301 | $165K |
| Evergreen Private Wealth LLC | 0.08% | No change | 301 | $165K |
| Aberdeen Wealth Management LLC | 0.11% | Reduce -69.3% | 300 | $164K |
| Clarity Asset Management, Inc. | 0.11% | No change | 292 | $160K |
| Anfield Capital Management, LLC | 0.08% | Add +8.4% | 283 | $155K |
| Stuart Chaussee & Associates, Inc. | 0.04% | Add +475.5% | 282 | $154K |
| Perkins Coie Trust Co | 0.03% | No change | 273 | $149K |
| DecisionPoint Financial, LLC | 0.05% | Add +25.8% | 268 | $149K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 262 | $143K |
| LFA - Lugano Financial Advisors SA | 0.11% | No change | 257 | $141K |
| Wolff Wiese Magana LLC | 0.11% | No change | 252 | $138K |
| Westend Capital Management, LLC | 0.05% | No change | 251 | $138K |
| Blume Capital Management, Inc. | 0.03% | No change | 250 | $137K |
| Mill Capital Management, LLC | 0.01% | No change | 250 | $137K |
| Dunhill Financial, LLC | 0.08% | Add +43.8% | 243 | $133K |
| Weaver Capital Management LLC | 0.04% | Add +0.4% | 239 | $131K |
| Main Management LLC | 0.01% | No change | 235 | $129K |
| Bell Investment Advisors, Inc | 0.03% | Add +0.4% | 233 | $128K |
| Mfa Wealth Advisors, LLC | 0.03% | New | 219 | $120K |
| Financial Freedom, LLC | 0.07% | No change | 214 | $117K |
| Cetera Trust Company, N.A | 0.07% | No change | 210 | $115K |
| Costello Asset Management, INC | 0.08% | No change | 199 | $109K |
| Kopp Family Office, LLC | 0.07% | No change | 197 | $108K |
| Avalon Trust Co | 0.01% | No change | 190 | $104K |
| WFA Asset Management Corp | 0.06% | Add +397.4% | 189 | $103K |
| M&R Capital Management Inc. | 0.02% | No change | 188 | $103K |
| Legend Financial Advisors, Inc. | 0.07% | No change | 185 | $101K |
| Bellevue Asset Management, LLC | 0.06% | No change | 185 | $101K |
| Rice Partnership, LLC | 0.02% | New | 184 | $101K |
| Kozak & Associates, Inc. | 0.02% | Reduce -19.0% | 175 | $97K |
| Beach Investment Counsel Inc. | 0.01% | New | 175 | $96K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +18.8% | 171 | $94K |
| Elevate Wealth Advisory, Inc. | 0.08% | No change | 171 | $94K |
| Princeton Global Asset Management LLC | 0.02% | Add +1.2% | 169 | $92K |
| Custom Portfolio Group LLC | 0.07% | No change | 164 | $90K |
| Camelot Portfolios, LLC | 0.05% | New | 163 | $89K |
| Friedenthal Financial | 0.06% | Reduce -21.8% | 161 | $88K |
| Ransom Advisory, Ltd | 0.04% | No change | 160 | $88K |
| Kiely Wealth Advisory Group, Inc. | 0.05% | Add +183.9% | 159 | $85K |
| Robinswood Financial LLC | 0.03% | New | 154 | $84K |
| Abich Financial Wealth Management LLC | 0.06% | Reduce -0.7% | 149 | $81K |
| POM Investment Strategies, LLC | 0.06% | New | 148 | $81K |
| Perritt Capital Management Inc | 0.04% | No change | 146 | $80K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 141 | $77K |
| Aviso Financial Inc. | 0.00% | — | 140 | $77K |
| Game Plan Financial Advisors, LLC | 0.04% | No change | 139 | $76K |
| Atticus Wealth Management, LLC | 0.02% | Reduce -0.7% | 134 | $73K |
| Fairfield Financial Advisors, LTD | 0.02% | — | 126 | $69K |
| Your Advocates Ltd., LLP | 0.03% | No change | 122 | $67K |
| Adirondack Trust Co. | 0.03% | No change | 121 | $66K |
| First Financial Corp. | 0.03% | No change | 116 | $63K |
| Evolution Advisers, Inc. | 0.04% | Add +14.0% | 114 | $62K |
| PrairieView Partners, LLC | 0.01% | New | 113 | $61K |
| Godsey & Gibb, Inc. | 0.01% | No change | 110 | $60K |
| Hartford Financial Management Inc. | 0.01% | No change | 107 | $59K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 105 | $57K |
| LRI Investments, LLC | 0.01% | No change | 105 | $57K |
| Proffitt & Goodson Inc. | 0.01% | Add +21.2% | 103 | $56K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -61.1% | 100 | $55K |
| Knuff & Co LLC | 0.02% | No change | 100 | $55K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 95 | $52K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 94 | $51K |
| Horizon Bancorp Inc. | 0.02% | No change | 94 | $51K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 90 | $49K |
| Private Wealth Management Group, LLC | 0.02% | Add +100.0% | 80 | $44K |
| Balefire, LLC | 0.02% | Reduce -98.4% | 80 | $44K |
| Covestor Ltd | 0.03% | Reduce -1.3% | 79 | $43K |
| Hoey Investments, Inc. | 0.01% | New | 76 | $42K |
| Thompson Investment Management, Inc. | 0.01% | No change | 71 | $39K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 67 | $37K |
| 1620 Investment Advisors, Inc. | 0.03% | New | 66 | $36K |
| Sittner & Nelson, LLC | 0.02% | Add +14.6% | 63 | $34K |
| Burkett Financial Services, LLC | 0.02% | No change | 63 | $34K |
| Marquette Asset Management, LLC | 0.01% | Reduce -6.1% | 62 | $34K |
| Christopher J. Hasenberg, Inc | 0.02% | Add +38.6% | 61 | $33K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | Reduce -99.8% | 60 | $33K |
| Eukles Asset Management | 0.01% | No change | 59 | $32K |
| Birchbrook, Inc. | 0.02% | No change | 58 | $32K |
| DB Fitzpatrick & Co, Inc | 0.03% | Add +2.0% | 50 | $27K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 48 | $26K |
| Tower View Wealth Management LLC | 0.01% | Add +7.5% | 43 | $24K |
| Birch Capital Management, LLC | 0.01% | No change | 40 | $22K |
| Citizens National Bank Trust Department | 0.00% | No change | 40 | $22K |
| GS Investments, Inc. | 0.01% | No change | 33 | $18K |
| Arrow Financial Corp | 0.00% | Add +24.0% | 31 | $17K |
| Syntrinsic LLC | 0.01% | No change | 30 | $17K |
| Founders Capital Management | 0.01% | No change | 29 | $16K |
| Cedar Wealth Management, LLC | 0.01% | Reduce -6.7% | 28 | $15K |
| WealthCollab, LLC | 0.01% | No change | 24 | $13K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 23 | $13K |
| 1922 Investment Co LLC | 0.36% | — | 20 | $11K |
| Penserra Capital Management LLC | 0.00% | Reduce -6.7% | 14 | $8K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 13 | $7K |
| Gables Capital Management Inc. | 0.00% | No change | 12 | $7K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 11 | $6K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 5 | $3K |
| Pathway Financial Advisers, LLC | 0.00% | Add +33.3% | 4 | $2K |
| McClarren Financial Advisors, Inc. | 0.01% | Add +285.7% | 12,586 | $2K |
| Belvedere Trading LLC | 0.00% | New | 2 | $1K |
| WestEnd Advisors, LLC | 0.00% | Add +0.0% | 1 | $415 |
"% 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.