iShares Core S&P 500 ETFIVVETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 3,209 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 87 from Q2 2024. 128 opened new positions and 57 sold out. The largest holders were BlackRock, Inc. ($39.5B), Envestnet Asset Management Inc. ($20.0B) and Northwestern Mutual Wealth Management Co. ($16.9B). 10 famous investors held it, including Ray Dalio (7.3% of Bridgewater Associates's portfolio), George Soros (3.5% of Soros Fund Management's portfolio) and Israel Englander (2.5% of Millennium 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 128 | $2.7B |
| Exits | 57 | $6.1B |
All 13F filers, Q2 2024 → Q3 2024: 45,472,764 shares bought and 28,744,556 shares sold, net +16,728,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,209 holders
| BlackRock, Inc. | 0.83% | — | 68,428,453 | $39.5B |
| Envestnet Asset Management Inc. | 6.45% | Reduce -3.9% | 34,647,971 | $20.0B |
| Northwestern Mutual Wealth Management Co. | 15.01% | Add +3.3% | 29,291,410 | $16.9B |
| Bank of America Corp. | 1.27% | Add +58.6% | 25,216,794 | $14.5B |
| Morgan Stanley | 1.04% | Add +14.3% | 24,931,799 | $14.4B |
| Marshall Wace, LLP | 17.51% | Add +2.9% | 23,161,000 | $13.4B |
| Creative Planning | 12.20% | Add +1.2% | 21,368,471 | $12.3B |
| JPMorgan Chase & Co. | 0.97% | Add +11.7% | 20,924,985 | $12.1B |
| Wells Fargo & Company | 2.24% | Add +0.9% | 15,966,218 | $9.2B |
| PNC Financial Services Group, Inc. | 5.44% | Reduce -0.2% | 14,785,364 | $8.5B |
| Bank of New York Mellon Corp | 1.47% | Add +0.3% | 13,720,852 | $7.9B |
| Royal Bank of Canada | 1.54% | Reduce -8.0% | 11,988,989 | $6.9B |
| Goldman Sachs Group Inc. | 1.31% | Reduce -9.7% | 11,883,703 | $6.9B |
| Jones Financial Companies LLLP | 6.82% | Add +5.2% | 11,574,855 | $6.6B |
| Squarepoint Ops LLC | 18.69% | Add +122.6% | 9,796,175 | $5.7B |
| LPL Financial LLC | 2.32% | Add +0.3% | 9,010,849 | $5.2B |
| First Command Advisory Services, Inc. | 49.09% | Add +0.1% | 8,819,217 | $5.1B |
| CI Investments Inc. | 18.16% | No change | 8,269,682 | $4.8B |
| Truist Financial Corp. | 6.69% | Add +7.1% | 7,367,344 | $4.2B |
| Ameriprise Financial Inc. | 1.02% | Reduce -2.5% | 6,838,417 | $3.9B |
| FMR LLC | 0.23% | Reduce -3.9% | 6,440,228 | $3.7B |
| US Bancorp \de | 4.71% | Reduce -2.1% | 6,352,964 | $3.7B |
| Wealth Enhancement Advisory Services, LLC | 7.66% | Add +6.3% | 6,170,596 | $3.6B |
| Northern Trust Corp. | 0.56% | Add +6.5% | 5,915,891 | $3.4B |
| Millennium Management | 2.49% | Reduce -20.1% | 4,803,669 | $2.8B |
| Prudential Financial Inc. | 3.90% | Add +10.6% | 4,796,083 | $2.8B |
| Envestnet Portfolio Solutions, Inc. | 8.70% | Reduce -3.3% | 4,642,814 | $2.7B |
| Alliancebernstein L.P. | 0.88% | Reduce -1.6% | 4,544,796 | $2.6B |
| Mariner, LLC | 4.50% | Add +3.1% | 4,394,215 | $2.5B |
| National Pension Service | 2.29% | No change | 4,119,355 | $2.4B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 18.58% | No change | 3,581,847 | $2.1B |
| UBS Group AG | 0.53% | Add +16.2% | 3,303,997 | $1.9B |
| Asset Management One Co., Ltd. | 6.55% | Reduce -0.2% | 3,189,877 | $1.8B |
| Captrust Financial Advisors | 5.37% | Add +8.1% | 3,137,110 | $1.8B |
| Raymond James Financial Services Advisors, Inc. | 2.26% | Add +3.0% | 2,939,808 | $1.7B |
| Commonwealth Equity Services, LLC | 2.48% | Add +0.8% | 2,835,920 | $1.6B |
| Choate Investment Advisors | 40.54% | Add +1.3% | 2,756,635 | $1.6B |
| Cresset Asset Management, LLC | 6.03% | Add +6.4% | 2,690,664 | $1.6B |
| Keybank National Association | 5.92% | Reduce -1.5% | 2,660,421 | $1.5B |
| Alberta Investment Management Corp | 13.42% | Add +45.0% | 2,558,972 | $1.5B |
| Corient Private Wealth LP | 2.25% | Add +86.8% | 2,480,171 | $1.4B |
| Wealthspire Advisors, LLC | 14.27% | Add +5.5% | 2,432,463 | $1.4B |
| Schonfeld Strategic Advisors LLC | 10.73% | Add +12.2% | 2,290,710 | $1.3B |
| HighTower Advisors, LLC | 1.94% | Add +1.7% | 2,281,537 | $1.3B |
| Pathstone Holdings, LLC | 5.82% | Add +0.4% | 2,255,677 | $1.3B |
| MML Investors Services, LLC | 4.70% | Reduce -1.4% | 2,237,258 | $1.3B |
| Bridgewater Associates | 7.26% | Add +5.8% | 2,222,834 | $1.3B |
| Cetera Investment Advisers | 2.56% | Reduce -5.0% | 2,031,242 | $1.2B |
| Cwm, LLC | 4.99% | Reduce -9.3% | 2,009,809 | $1.2B |
| Partners Capital Investment Group, LLP | 17.85% | Add +3.9% | 1,935,921 | $1.1B |
| Barings LLC | 25.30% | Add +1.9% | 1,859,065 | $1.1B |
| Cerity Partners LLC | 2.35% | Add +3.2% | 1,843,551 | $1.1B |
| Greenleaf Trust | 9.28% | Add +0.5% | 1,809,377 | $1.0B |
| Avantax Advisory Services, Inc. | 6.74% | Reduce -0.8% | 1,778,905 | $1.0B |
| Element Capital Management LLC | 45.44% | Add +36.8% | 1,744,165 | $1.0B |
| Janney Montgomery Scott LLC | 2.71% | Reduce -6.0% | 1,684,682 | $971.8M |
| Fifth Third Bancorp | 3.51% | Reduce -2.9% | 1,678,845 | $968.4M |
| Jasper Ridge Partners, L.P. | 26.98% | Add +16.1% | 1,641,517 | $946.9M |
| Bank of Montreal | 0.44% | Reduce -1.2% | 1,631,696 | $936.7M |
| Neuberger Berman Group LLC | 0.70% | Add +15.9% | 1,548,785 | $893.4M |
| Fiduciary Trust Co | 12.47% | Add +0.6% | 1,547,344 | $892.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.23% | Add +14.9% | 1,540,937 | $888.8M |
| Park Avenue Securities LLC | 9.90% | Reduce -11.7% | 1,526,939 | $880.8M |
| Osaic Holdings, Inc. | 1.99% | Reduce -8.5% | 1,525,479 | $880.5M |
| MAI Capital Management | 8.26% | Add +2.8% | 1,496,172 | $863.0M |
| Raymond James & Associates | 0.52% | Add +2.2% | 1,474,326 | $850.4M |
| Municipal Employees' Retirement System of Michigan | 10.94% | Reduce -2.4% | 1,438,577 | $829.8M |
| Alaska Permanent Fund Corp | 11.97% | Reduce -2.4% | 1,417,084 | $817.4M |
| M&T Bank Corp | 2.68% | Add +0.4% | 1,415,334 | $816.4M |
| Allianz SE | 21.82% | Add +3.4% | 1,399,089 | $807.0M |
| Bank of Nova Scotia | 1.63% | Add +19.3% | 1,395,777 | $805.1M |
| AIA Group Ltd | 20.70% | Reduce -25.6% | 1,390,415 | $802.0M |
| Fund Evaluation Group, LLC | 42.96% | Add +15.6% | 1,345,506 | $776.1M |
| FIL Ltd | 0.70% | Reduce -8.0% | 1,331,220 | $767.9M |
| Johnson Investment Counsel Inc. | 7.49% | Reduce -0.1% | 1,319,922 | $761.4M |
| Alesco Advisors, LLC, An ESL Co | 23.49% | Add +0.1% | 1,317,374 | $759.9M |
| Thrivent Financial for Lutherans | 1.43% | Add +16.0% | 1,297,097 | $748.2M |
| Brown Advisory Inc. | 0.92% | Add +0.8% | 1,274,572 | $735.2M |
| BNP Paribas Financial Markets | 0.68% | Add +9.5% | 1,195,430 | $689.5M |
| First Hawaiian Bank | 22.02% | Reduce -5.2% | 1,188,250 | $685.4M |
| Assetmark, Inc. | 1.95% | Add +788.4% | 1,179,310 | $680.2M |
| Regions Financial Corp. | 4.50% | Reduce -3.6% | 1,083,380 | $624.9M |
| Cambridge Investment Research Advisors, Inc. | 2.05% | Add +2.5% | 1,045,278 | $602.9M |
| Provida Pension Fund Administrator | 13.14% | Add +53.6% | 1,045,245 | $602.9M |
| Schroder Investment Management Group | 0.62% | Reduce -3.4% | 1,044,331 | $599.5M |
| National Philanthropic Trust | 10.82% | Add +6.0% | 1,034,247 | $596.6M |
| United Capital Financial Advisors, LLC | 4.79% | Reduce -8.1% | 1,009,209 | $582.1M |
| Comerica Bank | 2.29% | Reduce -0.8% | 1,004,260 | $579.3M |
| Bessemer Group Inc. | 0.92% | Reduce -13.2% | 968,421 | $558.6M |
| Flputnam Investment Management Co. | 9.81% | Add +3.9% | 946,902 | $545.9M |
| Franklin Resources Inc. | 0.15% | Add +0.2% | 922,718 | $541.1M |
| Principal Financial Group Inc. | 0.29% | Reduce -0.6% | 916,070 | $528.4M |
| Mirae Asset Global Investments Co., Ltd. | 2.30% | Add +3.7% | 904,783 | $519.4M |
| Waverly Advisors, LLC | 9.24% | Add +5.0% | 867,033 | $500.1M |
| Meiji Yasuda Life Insurance Co | 9.17% | Add +15.8% | 858,768 | $495.4M |
| Leith Wheeler Investment Counsel Ltd. | 33.44% | Reduce -0.4% | 826,882 | $477.0M |
| CHURCHILL MANAGEMENT Corp | 5.35% | Add +0.2% | 808,853 | $466.6M |
| Tiaa Trust, National Association | 1.36% | Reduce -5.9% | 788,211 | $454.7M |
| Bank of Finland | 26.96% | Add +0.4% | 779,512 | $449.6M |
| Johnson Financial Group, Inc. | 20.20% | Add +1.5% | 766,765 | $442.3M |
| Coldstream Capital Management Inc. | 9.33% | Add +6.4% | 747,214 | $432.1M |
| NewEdge Advisors, LLC | 2.80% | Add +5.2% | 748,806 | $431.9M |
| Simplify Asset Management Inc. | 29.53% | Add +6.0% | 744,368 | $429.4M |
| UNC Management Company, Inc. | 69.53% | New | 741,832 | $427.9M |
| Northwestern Mutual Investment Management Company, LLC | 9.91% | Add +249.0% | 736,800 | $425.0M |
| Stifel Financial Corp. | 0.44% | Reduce -3.8% | 726,483 | $419.1M |
| Rockefeller Capital Management L.P. | 1.11% | Add +4.3% | 717,951 | $414.0M |
| Brown Brothers Harriman & Co. | 2.79% | Add +26.4% | 710,538 | $409.9M |
| Swan Global Investments, LLC | 19.75% | Reduce -0.6% | 710,040 | $409.6M |
| Voloridge Investment Management, LLC | 1.46% | New | 696,000 | $401.5M |
| CKW Financial Group | 47.37% | Add +0.1% | 685,160 | $391.5M |
| Baird Financial Group, Inc. | 0.75% | Add +8.7% | 670,398 | $386.7M |
| Allspring Global Investments Holdings, LLC | 0.59% | Reduce -13.3% | 664,689 | $383.4M |
| Parallel Advisors, LLC | 8.93% | Add +2.9% | 656,204 | $378.5M |
| Circle Wealth Management, LLC | 8.38% | Add +0.0% | 654,607 | $377.6M |
| Sigma Investment Counselors Inc. | 22.12% | Add +1.3% | 654,104 | $377.3M |
| Adventist Health System/ West | 57.97% | No change | 653,500 | $377.0M |
| Nissay Asset Management Corp. /Japan | 2.38% | Add +57.1% | 650,447 | $375.2M |
| Dynasty Wealth Management, LLC | 11.15% | Reduce -2.6% | 639,855 | $369.1M |
| RiverFront Investment Group, LLC | 8.67% | Add +2.3% | 638,876 | $368.5M |
| Heritage Wealth Advisors | 17.21% | Reduce -1.4% | 635,965 | $366.8M |
| Evoke Wealth, LLC | 9.95% | Add +39729.7% | 632,097 | $364.6M |
| Mercer Global Advisors Inc. | 0.84% | Reduce -3.6% | 627,404 | $358.7M |
| Matson Money. Inc. | 12.28% | No change | 620,081 | $357.7M |
| Cahaba Wealth Management, Inc. | 29.44% | Add +0.5% | 618,467 | $356.7M |
| Barclays PLC | 0.16% | Add +1001.4% | 617,167 | $356.0M |
| Kestra Advisory Services, LLC | 1.94% | Reduce -6.9% | 609,816 | $351.8M |
| Truepoint, Inc. | 9.44% | Reduce -1.0% | 609,318 | $351.5M |
| Tidal Investments LLC | 3.85% | Add +20.2% | 603,983 | $348.4M |
| Genworth Financial Inc | 91.25% | No change | 601,470 | $346.9M |
| Quotient Wealth Partners, LLC | 11.31% | Add +2.5% | 596,843 | $344.3M |
| Freestone Capital Holdings, LLC | 11.78% | Add +7.2% | 590,584 | $340.7M |
| Equitable Holdings, Inc. | 3.24% | Add +1.3% | 579,790 | $334.4M |
| Teacher Retirement System of Texas | 1.56% | Reduce -11.9% | 567,429 | $327.3M |
| Sanctuary Advisors, LLC | 2.06% | Reduce -12.4% | 542,388 | $324.6M |
| UMB Bank, n.a. | 4.99% | Reduce -0.2% | 555,255 | $320.3M |
| Sumitomo Life Insurance Co. | 6.29% | No change | 555,000 | $320.1M |
| AMS Capital Ltda | 54.92% | Add +24.9% | 546,178 | $315.0M |
| Michael & Susan Dell Foundation | 22.28% | New | 542,104 | $312.7M |
| State Street Corp. | 0.01% | Add +0.5% | 527,418 | $304.2M |
| Sun Life Financial Inc. | 16.96% | Reduce -1.3% | 527,026 | $304.0M |
| Avidian Wealth Enterprises, LLC | 13.73% | Add +3.1% | 524,008 | $302.3M |
| Klingman & Associates, LLC | 18.67% | Add +1.9% | 522,623 | $301.5M |
| Charter Oak Capital Management, LLC | 27.92% | Add +2.8% | 518,121 | $298.9M |
| Nationwide Fund Advisors | 23.15% | New | 508,327 | $293.2M |
| JB Capital LLC | 16.70% | Reduce -6.6% | 504,161 | $290.8M |
| Halbert Hargrove Global Advisors, LLC | 16.10% | Reduce -0.3% | 503,945 | $290.7M |
| Legacy Wealth Management, LLC | 18.83% | Add +1.7% | 503,811 | $290.6M |
| Manufacturers Life Insurance Company, The | 0.25% | Reduce -21.6% | 499,499 | $288.1M |
| GR Financial Group, LLC | 49.87% | New | 493,804 | $284.8M |
| CIBC Private Wealth Group LLC | 0.50% | Add +12.3% | 483,646 | $279.0M |
| PKO Investment Management Joint-Stock Co | 33.88% | Reduce -10.8% | 476,285 | $274.7M |
| Journey Strategic Wealth LLC | 9.99% | Add +1.0% | 472,803 | $272.7M |
| Soundwatch Capital LLC | 42.92% | Add +4520.7% | 471,821 | $272.2M |
| Atria Wealth Solutions, Inc. | 2.95% | Reduce -2.2% | 470,168 | $271.2M |
| Moneta Group Investment Advisors LLC | 3.90% | Add +7.0% | 465,913 | $268.7M |
| Ally Invest Advisors Inc. | 23.43% | Add +16.1% | 458,257 | $264.3M |
| Investment Management Corp of Ontario | 5.88% | Add +51.1% | 456,555 | $263.4M |
| Capstone Investment Advisors, LLC | 9.18% | No change | 455,571 | $262.8M |
| Hirtle & Co., LLC | 12.31% | Reduce -5.2% | 451,080 | $260.2M |
| LBMC Investment Advisors, LLC | 20.37% | Add +0.3% | 446,870 | $257.8M |
| Clearstead Advisors, LLC | 3.98% | Add +2.1% | 444,533 | $256.4M |
| Aspiriant, LLC | 9.64% | Add +7.9% | 440,131 | $253.9M |
| Ashford Advisors, LLC | 58.33% | Add +0.0% | 434,427 | $250.6M |
| Orion Porfolio Solutions, LLC | 2.48% | Reduce -19.4% | 430,921 | $248.6M |
| Orion Portfolio Solutions, LLC | 2.48% | Reduce -19.4% | 430,921 | $248.6M |
| Citizens Financial Group Inc. | 4.95% | Add +2.9% | 426,538 | $246.0M |
| Orgel Wealth Management, LLC | 6.15% | Add +5.0% | 426,065 | $245.8M |
| Fragasso Financial Advisors Inc | 18.52% | Reduce -0.1% | 417,846 | $241.0M |
| Planning Alternatives Ltd. | 36.12% | Reduce -0.6% | 411,418 | $237.3M |
| Fort Washington Investment Advisors Inc. | 1.44% | Add +3.1% | 411,313 | $237.3M |
| SG Americas Securities, LLC | 0.90% | Add +472.6% | 405,773 | $234.1M |
| Traphagen Investment Advisors LLC | 23.42% | Add +1.8% | 402,355 | $232.1M |
| Whittier Trust Co. | 3.08% | Reduce -1.2% | 399,506 | $230.4M |
| Blair William & Co. | 0.67% | Add +3.5% | 393,752 | $227.1M |
| Wellspring Financial Advisors, LLC | 26.95% | Add +4.0% | 391,708 | $225.9M |
| Taiyo Life Insurance Co. | 17.62% | No change | 385,475 | $222.3M |
| Ellenbecker Investment Group | 42.02% | Add +0.9% | 385,191 | $222.2M |
| Farmers & Merchants Investments Inc. | 6.90% | Add +0.6% | 384,535 | $221.8M |
| Hancock Whitney Corp. | 7.10% | Reduce -0.3% | 382,216 | $220.5M |
| Vantagepoint Investment Advisers LLC | 28.13% | Add +31.9% | 380,010 | $219.2M |
| Wolverine Trading, LLC | 5.71% | Add +10.3% | 380,953 | $218.7M |
| Tarbox Family Office, Inc. | 35.84% | Reduce -0.3% | 379,118 | $218.7M |
| Wealthspire Retirement, LLC | 17.67% | Reduce -1.0% | 378,435 | $218.3M |
| Clark Capital Management Group, Inc. | 1.49% | Reduce -41.7% | 376,608 | $217.2M |
| RKL Wealth Management LLC | 19.60% | Add +2.5% | 375,553 | $216.6M |
| Ballentine Partners, LLC | 3.70% | Reduce -3.1% | 375,494 | $216.6M |
| NorthCoast Asset Management LLC | 1.52% | Add +47.8% | 439,700 | $215.3M |
| Steele Capital Management, Inc. | 11.19% | Add +11.8% | 371,123 | $214.2M |
| Divergent Wealth Advisors | 39.11% | Reduce -0.9% | 370,896 | $213.9M |
| Analyst IMS Investment Management Services Ltd. | 8.17% | Reduce -9.0% | 368,902 | $212.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.15% | Add +55.3% | 367,927 | $212.2M |
| Private Advisor Group, LLC | 1.32% | Add +11.8% | 367,219 | $211.9M |
| Midland Wealth Advisors, LLC | 12.34% | Reduce -4.6% | 364,948 | $210.5M |
| Integrated Wealth Concepts LLC | 2.55% | Reduce -2.9% | 362,470 | $209.1M |
| Wellington Management Group LLP | 0.04% | Reduce -2.7% | 362,093 | $208.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.48% | Reduce -6.7% | 361,572 | $208.6M |
| Fifth Third Wealth Advisors LLC | 12.63% | Add +23.3% | 357,365 | $206.1M |
| HSBC Holdings PLC | 0.13% | Reduce -2.9% | 357,129 | $205.5M |
| Focus Partners Wealth | 0.65% | Reduce -61.2% | 352,403 | $203.3M |
| Daido Life Insurance Co. | 27.03% | No change | 351,796 | $202.9M |
| Haverford Trust Co | 1.96% | Add +2.4% | 347,913 | $200.7M |
| Ritholtz Wealth Management | 6.04% | Add +1.7% | 347,631 | $200.5M |
| Daiwa Securities Group Inc. | 0.93% | Add +37.0% | 345,493 | $199.3M |
| Steward Partners Investment Advisory, LLC | 1.83% | Reduce -0.1% | 342,473 | $197.5M |
| Bricktown Capital, LLC | 36.50% | Add +75.2% | 339,781 | $196.0M |
| Apexium Financial, LP | 12.85% | Add +6.7% | 337,793 | $194.8M |
| Stratos Wealth Partners, LTD. | 2.83% | Add +12.8% | 335,531 | $193.5M |
| Sigma Planning Corp | 5.90% | Add +1.2% | 334,058 | $192.7M |
| First Interstate Bank | 11.64% | Reduce -0.6% | 332,104 | $191.6M |
| Marcum Wealth, LLC | 17.69% | Add +2.5% | 329,805 | $190.2M |
| Lazard Asset Management LLC | 0.27% | Reduce -0.1% | 327,374 | $188.8M |
| Linscomb Wealth, Inc. | 9.23% | Reduce -4.2% | 322,846 | $186.2M |
| Vicus Capital | 16.41% | Reduce -1.9% | 321,461 | $185.4M |
| AE Wealth Management LLC | 1.65% | Add +10.2% | 315,893 | $182.2M |
| Endurance Services Ltd | 29.66% | No change | 307,000 | $177.1M |
| Legacy Private Trust Co. | 11.83% | Reduce -0.2% | 305,158 | $176.0M |
| Bangor Savings Bank | 16.55% | Add +0.7% | 304,934 | $175.9M |
| Korea Investment CORP | 0.42% | Reduce -28.9% | 303,577 | $175.1M |
| Mason Street Advisors, LLC | 21.24% | Reduce -2.8% | 303,250 | $174.9M |
| Allstate Corp. | 16.62% | Add +5.1% | 302,939 | $174.7M |
| Glenview Trust Co | 3.35% | Add +5.4% | 302,324 | $174.4M |
| Gryphon Financial Partners LLC | 23.97% | Reduce -1.0% | 301,168 | $173.7M |
| Farther Finance Advisors, LLC | 6.44% | Add +14.0% | 297,487 | $171.6M |
| 3EDGE Asset Management, LP | 11.96% | Add +5.3% | 292,357 | $168.6M |
| TFC Financial Management, Inc. | 26.58% | Reduce -0.4% | 291,286 | $168.0M |
| Gilbert & Cook, Inc. | 22.76% | Add +3.6% | 287,001 | $165.5M |
| Beacon Pointe Advisors, LLC | 1.87% | Reduce -2.8% | 280,767 | $162.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.35% | Add +10.0% | 277,492 | $160.1M |
| True Link Financial Advisors, LLC | 13.53% | Add +4.0% | 276,235 | $159.3M |
| Atria Investments, Inc | 1.97% | Reduce -6.8% | 274,712 | $158.5M |
| Element Pointe Advisors, LLC | 38.52% | Add +4.7% | 274,502 | $158.3M |
| Security National Bank | 21.37% | No change | 272,628 | $157.3M |
| &partners | 3.04% | Add +102.3% | 270,757 | $157.1M |
| Dakota Wealth Management | 3.55% | Add +0.7% | 271,671 | $156.7M |
| Norinchukin Bank, The | 3.69% | New | 271,290 | $156.5M |
| Monashee Investment Management LLC | 17.08% | No change | 267,610 | $154.4M |
| Lee Financial Co | 21.71% | Add +8.2% | 264,985 | $152.8M |
| Federation des caisses Desjardins du Quebec | 0.74% | Reduce -1.2% | 259,745 | $149.8M |
| Modera Wealth Management, LLC | 1.90% | Reduce -2.8% | 258,575 | $149.2M |
| Two Sigma Advisers, LP | 0.35% | Reduce -12.9% | 256,800 | $148.1M |
| Two Sigma Investments, LP | 0.34% | Reduce -37.6% | 255,400 | $147.3M |
| Calamos Wealth Management LLC | 7.67% | Reduce -1.9% | 254,849 | $147.0M |
| Goelzer Investment Management, Inc. | 7.90% | Add +5.5% | 250,051 | $144.2M |
| 26North Partners LP | 100.00% | Add +0.1% | 249,076 | $143.7M |
| JNBA Financial Advisors | 14.47% | Add +14.1% | 249,033 | $143.6M |
| Armstrong Advisory Group, Inc. | 11.86% | Add +30.6% | 248,210 | $143.2M |
| Sfmg, LLC | 11.57% | Add +1.1% | 247,405 | $142.7M |
| McNamara Financial Services, Inc. | 28.05% | Reduce -0.2% | 246,873 | $142.4M |
| Ullmann Wealth Partners Group, LLC | 18.40% | Add +3.4% | 246,665 | $142.3M |
| First Foundation Advisors | 5.31% | Add +2.0% | 244,087 | $140.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 3.73% | Add +0.7% | 239,058 | $137.9M |
| Japan Science & Technology Agency | 1.82% | No change | 238,164 | $137.4M |
| Bank of Hawaii | 5.64% | Add +0.5% | 233,656 | $134.8M |
| Sandy Spring Bank | 5.54% | Add +0.1% | 233,507 | $134.7M |
| Mesirow Financial Investment Management, Inc. | 2.59% | Add +1.3% | 232,245 | $134.0M |
| Gotham Asset Management | 1.38% | Add +0.2% | 231,227 | $133.4M |
| Commerce Bank | 0.81% | Add +0.2% | 229,561 | $132.4M |
| Pegasus Partners Ltd. | 12.35% | Add +2.3% | 228,552 | $131.8M |
| Phillips Financial Management, LLC | 10.21% | Reduce -0.1% | 228,226 | $131.6M |
| Financial Synergies Wealth Advisors, Inc. | 16.31% | Add +1.2% | 227,665 | $131.3M |
| Litman Gregory Wealth Management LLC | 10.96% | Reduce -0.4% | 227,299 | $131.1M |
| Home Federal Bank of Tennessee | 37.47% | Reduce -0.6% | 227,089 | $131.0M |
| Foundations Investment Advisors, LLC | 2.74% | Reduce -17.3% | 226,236 | $130.5M |
| Lowe Brockenbrough & Co. Inc. | 8.32% | Add +28.4% | 226,055 | $130.4M |
| Advisory Services Network, LLC | 2.69% | No change | 237,869 | $130.2M |
| Apollon Wealth Management, LLC | 3.68% | Add +5.0% | 225,324 | $130.0M |
| Spire Wealth Management | 4.37% | Reduce -6.6% | 224,668 | $129.6M |
| Retirement Income Solutions, Inc. | 29.51% | Add +2.0% | 223,974 | $129.2M |
| BLB&B Advisors, LLC | 6.58% | Add +11.1% | 223,354 | $128.8M |
| FineMark National Bank & Trust | 4.46% | Add +0.3% | 222,429 | $128.3M |
| Robertson Stephens Wealth Management, LLC | 4.69% | Reduce -23.7% | 220,527 | $127.2M |
| OneDigital Investment Advisors LLC | 1.44% | Reduce -2.7% | 218,859 | $126.2M |
| RPTC Inc. | 27.31% | Reduce -3.3% | 217,884 | $125.7M |
| Perigon Wealth Management, LLC | 3.38% | Reduce -0.8% | 217,505 | $125.5M |
| Quadrant Capital Group LLC | 8.70% | Add +4.0% | 217,041 | $125.2M |
| WealthNavi Inc. | 1.42% | Add +58.4% | 215,534 | $124.3M |
| Adventist Health System Sunbelt Healthcare Corp. | 5.14% | Add +58.8% | 215,221 | $124.2M |
| Soros Fund Management | 3.50% | New | 215,000 | $124.0M |
| Choreo, LLC | 1.82% | Add +56.7% | 216,599 | $123.8M |
| First Horizon Advisors, Inc. | 3.41% | Reduce -2.9% | 212,679 | $122.7M |
| Rezny Wealth Management, Inc. | 30.78% | Add +0.2% | 211,726 | $122.1M |
| Capital Analysts, LLC | 4.95% | Add +2.0% | 210,626 | $121.5M |
| Horan Securities, Inc. | 46.96% | Add +2.7% | 210,539 | $121.4M |
| Prudential PLC | 0.61% | Add +9.3% | 207,341 | $119.6M |
| Rwa Wealth Partners, LLC | 1.48% | Reduce -9.7% | 205,408 | $118.5M |
| B. Riley Wealth Advisors, Inc. | 3.27% | Reduce -3.6% | 205,338 | $117.6M |
| Brookstone Capital Management | 1.71% | Reduce -1.9% | 200,858 | $115.9M |
| Abundance Wealth Counselors | 23.95% | New | 200,563 | $115.7M |
| Icon Wealth Advisors, LLC | 9.57% | Reduce -6.1% | 199,290 | $115.0M |
| Zions Bancorporation, N.A. | 8.37% | Add +826.6% | 199,084 | $114.8M |
| Mackenzie Financial Corp. | 0.16% | Reduce -0.1% | 197,264 | $113.8M |
| Montag A & Associates Inc. | 5.39% | Add +2.6% | 197,245 | $113.8M |
| Lido Advisors, LLC | 0.86% | Reduce -8.2% | 197,076 | $113.7M |
| Mandatum Life Insurance Co Ltd | 34.74% | Add +3.5% | 196,327 | $113.2M |
| Focus Financial Network, Inc. | 4.61% | Add +0.2% | 195,558 | $112.8M |
| Dechtman Wealth Management, LLC | 22.89% | Reduce -0.4% | 193,896 | $111.8M |
| Mutual Advisors, LLC | 3.25% | Reduce -9.1% | 190,913 | $111.1M |
| Wealth Group Ltd | 31.99% | Add +1.9% | 190,541 | $109.9M |
| St. Clair Advisors, LLC | 31.01% | Reduce -0.1% | 189,312 | $109.2M |
| Cibc World Market Inc. | 0.24% | Reduce -32.3% | 188,515 | $108.7M |
| Heck Capital Advisors, LLC | 12.31% | Add +7.2% | 185,118 | $106.8M |
| BBR Partners, LLC | 8.12% | Reduce -0.0% | 184,752 | $106.6M |
| Core Wealth Advisors, Inc. | 33.99% | Add +0.3% | 183,773 | $106.0M |
| Graypoint LLC | 6.79% | Add +3.7% | 183,345 | $105.8M |
| Valeo Financial Advisors, LLC | 3.01% | Add +2.7% | 182,848 | $105.5M |
| Conrad N. Hilton Foundation | 43.59% | New | 180,651 | $104.2M |
| McKinley Carter Wealth Services, Inc. | 6.27% | Add +1.1% | 179,823 | $103.7M |
| HB Wealth Management, LLC | 1.11% | Add +3.9% | 179,308 | $103.4M |
| Callan Family Office, LLC | 17.23% | Add +8.5% | 177,792 | $102.6M |
| Principal Securities, Inc. | 2.47% | Reduce -12.2% | 176,837 | $102.0M |
| Arvest Bank Trust Division | 5.88% | — | 176,837 | $102.0M |
| Merit Financial Group, LLC | 2.28% | Reduce -25.0% | 176,510 | $101.8M |
| D.A. Davidson & Co. | 0.84% | Reduce -5.7% | 176,376 | $101.7M |
| BSW Wealth Partners | 15.24% | Add +1.6% | 176,111 | $101.6M |
| Valley Forge Investment Consultants Inc. Adv | 35.21% | Add +2.1% | 175,014 | $101.0M |
| Integrated Advisors Network LLC | 4.84% | Add +3.6% | 174,564 | $100.7M |
| Ferguson Wellman Capital Management, Inc. | 1.94% | Add +0.5% | 173,334 | $100.0M |
| Winthrop Advisory Group LLC | 12.29% | Add +31.1% | 210,621 | $99.5M |
| Satovsky Asset Management LLC | 22.36% | Reduce -0.6% | 172,030 | $99.2M |
| Cambridge Associates LLC /Ma/ | 3.66% | Add +403.9% | 169,691 | $97.9M |
| First Commonwealth Financial Corp | 23.36% | Reduce -0.3% | 169,175 | $97.6M |
| Glenmede Trust Co. NA | 0.46% | Reduce -0.6% | 167,750 | $96.8M |
| Chandler Asset Management, Inc. | 18.14% | Reduce -0.4% | 166,582 | $96.1M |
| Susquehanna International Group, LLP | 0.16% | Add +10.2% | 164,326 | $94.8M |
| Cape Cod Five Cents Savings Bank | 8.67% | Reduce -0.7% | 164,213 | $94.7M |
| Crewe Advisors LLC | 10.98% | Add +6.3% | 164,159 | $94.7M |
| Betterment LLC | 0.22% | Reduce -5.8% | 162,672 | $93.8M |
| Cisco Systems, Inc. | 21.11% | No change | 160,000 | $92.3M |
| Sharkey, Howes & Javer | 13.11% | Reduce -24.3% | 159,541 | $92.0M |
| Hantz Financial Services, Inc. | 1.62% | Add +11.7% | 158,590 | $91.5M |
| Alps Advisors Inc. | 0.61% | Reduce -2.9% | 158,568 | $91.5M |
| Unique Wealth, LLC | 20.91% | Reduce -5.8% | 158,375 | $91.4M |
| Forvis Mazars Wealth Advisors, LLC | 2.10% | Reduce -0.6% | 158,043 | $91.2M |
| Prime Capital Investment Advisors, LLC | 1.30% | Add +2.1% | 157,927 | $91.1M |
| Catalyst Financial Partners LLC | 17.74% | Add +5.8% | 157,204 | $90.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.90% | Reduce -51.5% | 155,893 | $89.9M |
| Narwhal Capital Management | 8.07% | Add +1.1% | 155,472 | $89.7M |
| Whittier Trust Co. of Nevada Inc. | 2.31% | Add +3.9% | 154,744 | $89.3M |
| Ssi Investment Management LLC | 33.86% | Reduce -11.7% | 153,853 | $88.7M |
| Bryn Mawr Trust Advisors, LLC | 4.75% | Add +0.3% | 152,611 | $88.0M |
| Tortoise Investment Management, LLC | 9.18% | Reduce -0.4% | 152,283 | $87.8M |
| Bridges Investment Management Inc. | 1.23% | Add +19.2% | 151,924 | $87.6M |
| Spectrum Wealth Counsel, LLC | 10.33% | Add +0.8% | 151,597 | $87.4M |
| Chevy Chase Trust Holdings, LLC | 0.27% | Add +13.4% | 151,235 | $87.2M |
| Great Lakes Advisors, LLC | 0.73% | Reduce -0.4% | 151,108 | $87.2M |
| Karpus Management, Inc. | 2.41% | Reduce -3.1% | 150,563 | $86.8M |
| Stock Yards Bank & Trust Co. | 2.79% | Reduce -4.5% | 150,054 | $86.6M |
| RTD Financial Advisors, Inc. | 10.95% | Add +1.3% | 149,968 | $86.5M |
| StoneX Group Inc. | 6.30% | Add +9.0% | 149,871 | $86.4M |
| Morningstar Investment Services LLC | 0.88% | Add +2.9% | 150,452 | $86.4M |
| Standpoint Asset Management, LLC | 16.33% | Add +12.8% | 149,400 | $86.2M |
| King Wealth Management Group | 13.39% | Add +0.1% | 149,005 | $85.9M |
| Courier Capital LLC | 5.82% | Add +1.0% | 147,297 | $85.0M |
| Old National Bancorp | 1.96% | Add +1.2% | 146,910 | $84.7M |
| Requisite Capital Management, LLC | 17.52% | Add +6.7% | 145,224 | $83.8M |
| Townsquare Capital LLC | 1.00% | Add +7.0% | 144,872 | $83.6M |
| Qalhat Capital Ltd | 48.23% | Reduce -20.1% | 143,908 | $83.0M |
| Ironclad Investments LLC | 49.25% | No change | 143,775 | $82.9M |
| JSF Financial, LLC | 23.79% | Add +9.1% | 141,355 | $81.5M |
| Resonant Capital Advisors, LLC | 5.96% | Add +4.3% | 140,605 | $81.1M |
| Physician Wealth Advisors, Inc. | 14.56% | Reduce -2.8% | 138,517 | $80.7M |
| Geneos Wealth Management Inc. | 3.05% | Reduce -0.8% | 138,731 | $80.0M |
| Fiducient Advisors LLC | 9.21% | Add +6.0% | 138,242 | $79.7M |
| PDS Planning, Inc | 7.07% | Add +26.6% | 136,796 | $78.9M |
| Divergent Planning, LLC | 29.18% | Add +1.3% | 136,011 | $78.3M |
| Curi Capital, LLC | 1.78% | Add +8.1% | 135,555 | $78.2M |
| Regal Investment Advisors LLC | 5.47% | Reduce -2.9% | 135,316 | $78.1M |
| MV Capital Management, Inc. | 8.28% | Reduce -0.7% | 135,247 | $78.0M |
| Arcataur Capital Management LLC | 26.34% | Reduce -1.8% | 134,988 | $77.9M |
| Pine Ridge Advisers LLC | 7.75% | No change | 134,921 | $77.8M |
| Country Trust Bank | 1.90% | Add +0.1% | 134,812 | $77.8M |
| Parker Investment Management, LLC | 12.49% | Add +36.7% | 133,918 | $77.2M |
| Wilshire Advisors LLC | 37.03% | Reduce -2.5% | 133,665 | $77.1M |
| Onyx Bridge Wealth Group LLC | 11.57% | Reduce -4.9% | 133,054 | $76.7M |
| AMG National Trust Bank | 2.07% | Reduce -19.2% | 132,473 | $76.4M |
| SteelPeak Wealth, LLC | 3.38% | Reduce -4.9% | 132,305 | $76.3M |
| Amtrust Financial Services, Inc. | 36.68% | No change | 131,800 | $76.0M |
| Fulton Breakefield Broenniman LLC | 5.28% | Add +2.4% | 131,077 | $75.6M |
| D. E. Shaw & Co. | 0.11% | New | 130,128 | $75.1M |
| Deutsche Bank AG | 0.03% | Reduce -0.6% | 130,060 | $75.0M |
| Accredited Investors Inc. | 4.28% | Reduce -0.4% | 129,563 | $74.7M |
| Invst, LLC | 9.03% | Reduce -32.8% | 129,296 | $74.6M |
| Ritter Daniher Financial Advisory LLC / DE | 21.66% | Reduce -0.5% | 129,181 | $74.5M |
| Gray Private Wealth, LLC | 44.30% | Add +1.1% | 128,500 | $74.1M |
| Destination Wealth Management | 2.30% | Reduce -0.1% | 128,401 | $74.1M |
| Summit Financial Strategies, Inc. | 8.29% | Reduce -2.3% | 127,731 | $73.7M |
| Alternative Investment Advisors, LLC. | 38.65% | Add +8.3% | 127,445 | $73.5M |
| Global Retirement Partners, LLC | 2.22% | Add +7.5% | 127,428 | $73.5M |
| Rhumbline Advisers | 0.07% | Reduce -11.5% | 126,922 | $73.2M |
| Dynamic Advisor Solutions LLC | 2.19% | Add +4.5% | 126,709 | $73.1M |
| Prosperity Consulting Group, LLC | 5.66% | Add +13.6% | 125,833 | $72.6M |
| Cim Investment Management Inc. | 21.45% | Add +1.7% | 125,803 | $72.6M |
| Hudock, Inc. | 12.48% | Add +0.3% | 125,232 | $72.2M |
| Prio Wealth Limited Partnership | 2.12% | Reduce -0.4% | 125,197 | $72.2M |
| Cardinal Strategic Wealth Guidance | 23.57% | Add +2.7% | 124,810 | $72.0M |
| Wealth Architects, LLC | 8.13% | Reduce -1.4% | 124,481 | $71.8M |
| Ledyard National Bank | 6.53% | Add +1.1% | 123,797 | $71.4M |
| Cahill Wealth Management, LLC | 36.80% | Add +0.3% | 123,635 | $71.3M |
| Alaska Permanent Capital Management, LLC | 5.62% | Reduce -0.5% | 123,055 | $71.0M |
| New England Professional Planning Group Inc. | 34.93% | Add +0.5% | 122,361 | $70.6M |
| Centerpoint Advisors, LLC | 24.38% | Add +1.0% | 121,569 | $70.1M |
| First Citizens Bank & Trust Co. | 1.54% | Add +26.4% | 121,435 | $70.0M |
| High Falls Advisors, Inc | 16.03% | Reduce -11.5% | 121,409 | $70.0M |
| BOK Financial Private Wealth, Inc. | 5.06% | Reduce -1.6% | 121,141 | $69.9M |
| Blue Trust, Inc. | 0.91% | Reduce -13.4% | 127,474 | $69.8M |
| Stone House Investment Management, LLC | 14.39% | Reduce -9.5% | 120,758 | $69.7M |
| Mizuho Markets Americas LLC | 1.70% | Reduce -20.6% | 120,487 | $69.5M |
| Eastern Bank | 1.24% | Add +11944.2% | 120,442 | $69.5M |
| Kovack Advisors, Inc. | 7.34% | Add +19.4% | 120,049 | $69.2M |
| Bokf, NA | 1.22% | Add +3.0% | 120,962 | $69.0M |
| LGL Partners, LLC | 9.66% | Add +2.9% | 119,287 | $68.8M |
| Mutual of America Capital Management LLC | 0.72% | Add +18.0% | 118,362 | $68.3M |
| Gries Financial LLC | 12.69% | Add +0.3% | 117,512 | $67.8M |
| 1832 Asset Management L.P. | 0.11% | Add +447.7% | 117,253 | $67.6M |
| Balentine LLC | 2.65% | Add +1.6% | 116,537 | $67.2M |
| Ieq Capital, LLC | 0.82% | Add +5.3% | 116,460 | $67.2M |
| ESL Trust Services, LLC | 15.14% | Add +0.7% | 115,890 | $66.8M |
| Lineweaver Wealth Advisors, LLC | 12.68% | Reduce -9.2% | 115,452 | $66.6M |
| Rafferty Asset Management, LLC | 0.23% | No change | 114,865 | $66.3M |
| Lodestar Private Asset Management LLC | 8.44% | Add +3.6% | 114,839 | $66.2M |
| Well Done, LLC | 12.04% | Reduce -0.0% | 114,270 | $65.9M |
| DT Investment Partners, LLC | 5.33% | Add +23.0% | 113,943 | $65.7M |
| Amarillo National Bank | 12.01% | Reduce -8.0% | 113,936 | $65.7M |
| Snowden Capital Advisors LLC | 1.97% | Reduce -2.5% | 113,577 | $65.5M |
| TCP Asset Management, LLC | 15.06% | Add +6.7% | 113,244 | $65.3M |
| Bryant Woods Investment Advisors, LLC | 33.25% | Add +60.3% | 113,181 | $65.3M |
| Stonegate Investment Group, LLC | 1.71% | Add +1.2% | 112,471 | $64.9M |
| Avior Wealth Management, LLC | 2.57% | Add +0.3% | 111,762 | $64.5M |
| West Coast Financial LLC | 7.09% | Add +1.6% | 111,683 | $64.4M |
| Simon Quick Advisors, LLC | 4.06% | Add +5.3% | 111,336 | $64.2M |
| Vision Capital Management, Inc. | 9.05% | Reduce -6.3% | 111,309 | $64.2M |
| Financial Partners Group, Inc | 9.45% | Add +0.5% | 110,735 | $63.9M |
| HighMark Wealth Management LLC | 34.96% | Add +0.4% | 110,719 | $63.9M |
| Towercrest Capital Management | 10.21% | Reduce -3.1% | 109,867 | $63.4M |
| Crescent Grove Advisors, LLC | 6.44% | Reduce -3.4% | 109,460 | $63.1M |
| Baker Avenue Asset Management, LP | 2.00% | Add +8.5% | 109,014 | $62.9M |
| Smith, Moore & Co. | 6.00% | Add +0.7% | 108,933 | $62.8M |
| Advisors Capital Management, LLC | 1.02% | Reduce -14.1% | 108,709 | $62.7M |
| Crestwood Advisors Group, LLC | 1.19% | Add +31.3% | 108,061 | $62.3M |
| Ameritas Investment Partners, Inc. | 2.01% | Add +2.6% | 106,916 | $61.7M |
| Proathlete Wealth Management LLC | 25.41% | Add +5.2% | 106,904 | $61.7M |
| KMG Fiduciary Partners, LLC | 5.31% | Reduce -10.0% | 106,533 | $61.5M |
| Harfst & Associates, Inc. | 13.79% | Reduce -5.4% | 106,407 | $61.4M |
| Tectonic Advisors LLC | 4.01% | Add +3.1% | 105,845 | $61.1M |
| Oppenheimer & Co. Inc. | 0.93% | Add +2.4% | 105,807 | $61.0M |
| Heritage Investment Group, Inc. | 11.60% | Add +1.9% | 105,748 | $61.0M |
| Stewardship Advisors, LLC | 17.16% | Add +3.6% | 105,402 | $60.8M |
| Keebeck Wealth Management | 8.80% | Reduce -8.5% | 105,265 | $60.7M |
| Conning Inc. | 2.10% | Reduce -0.5% | 105,179 | $60.7M |
| Ironwood Financial, llc | 12.72% | Add +1.6% | 104,905 | $60.5M |
| Mascoma Wealth Management LLC | 15.04% | Reduce -11.0% | 104,737 | $60.4M |
| Nottingham Advisors, Inc. | 6.64% | Reduce -4.6% | 104,166 | $60.1M |
| EP Wealth Advisors, LLC | 0.52% | Add +30.2% | 104,160 | $60.1M |
| Atlanta Consulting Group Advisors, LLC | 14.85% | Reduce -33.7% | 103,725 | $59.8M |
| Fairhaven Wealth Management, LLC | 18.30% | Add +0.5% | 103,586 | $59.8M |
| Grant Street Asset Management, Inc. | 17.49% | Add +1.0% | 103,504 | $59.7M |
| Wilmington Savings Fund Society, FSB | 1.06% | Add +14.4% | 102,332 | $59.0M |
| Swmg, LLC | 24.36% | Add +3.3% | 98,256 | $59.0M |
| FFT Wealth Management LLC | 4.46% | Add +7.4% | 101,921 | $58.8M |
| Bontempo Ohly Capital Mgmt LLC | 26.78% | Add +0.8% | 101,759 | $58.7M |
| Pinnacle Associates Ltd. | 1.00% | Reduce -4.2% | 122,726 | $58.6M |
| Nuveen Asset Management, LLC | 0.02% | Add +3.6% | 101,285 | $58.4M |
| Sand Hill Global Advisors, LLC | 2.45% | Add +0.0% | 100,802 | $58.1M |
| Crestmont Private Wealth LLC | 25.35% | Add +3.1% | 100,576 | $58.0M |
| Country Club Bank | 3.85% | Reduce -0.1% | 100,485 | $57.7M |
| Meridian Wealth Advisors, LLC | 9.63% | Add +5.8% | 99,824 | $57.6M |
| Beam Wealth Advisors, Inc. | 17.33% | Add +8.1% | 99,115 | $57.2M |
| Twele Capital Management, Inc. | 11.96% | Add +0.7% | 98,768 | $57.0M |
| AQR Capital Management | 0.08% | Add +161.1% | 97,817 | $56.4M |
| Citigroup Inc. | 0.05% | Add +2.8% | 97,743 | $56.4M |
| Community Bank, N.A. | 7.10% | Reduce -4.1% | 97,642 | $56.3M |
| Per Stirling Capital Management, LLC. | 7.80% | Reduce -5.5% | 97,484 | $56.2M |
| Wela Strategies, Inc. | 24.51% | Reduce -8.1% | 95,174 | $56.2M |
| Wealth Alliance, LLC | 6.71% | Reduce -7.2% | 97,414 | $56.2M |
| Central Pacific Bank - Trust Division | 7.40% | Reduce -8.5% | 97,182 | $56.1M |
| Oxford Financial Group, LTD. LLC | 3.55% | Reduce -0.9% | 96,983 | $55.9M |
| Strategic Point Investment Advisors, LLC | 9.21% | Add +1.9% | 96,760 | $55.8M |
| Parkside Investments, LLC | 8.32% | Add +13.4% | 95,612 | $55.2M |
| Orrstown Financial Services Inc. | 16.20% | Add +5.9% | 95,098 | $54.9M |
| HWG Holdings LP | 18.84% | Reduce -31.1% | 94,916 | $54.7M |
| Wharton Business Group, LLC | 2.46% | Reduce -0.2% | 94,898 | $54.7M |
| Rakuten Investment Management, Inc. | 0.32% | Add +37.3% | 95,069 | $54.6M |
| Sowell Financial Services LLC | 2.53% | Reduce -10.3% | 94,356 | $54.4M |
| Beaumont Financial Advisors, LLC | 4.25% | Reduce -0.3% | 94,346 | $54.4M |
| Highland Capital Management, LLC | 3.10% | Add +0.4% | 94,124 | $54.3M |
| Bank of Stockton | 16.26% | Add +4.7% | 93,457 | $53.9M |
| Colton Groome Financial Advisors, LLC | 20.10% | Add +1.9% | 93,150 | $53.7M |
| Mather Group, Llc. | 0.69% | Reduce -4.0% | 92,636 | $53.4M |
| CX Institutional | 2.36% | Reduce -7.1% | 92,327 | $53.3M |
| Allworth Financial LP | 0.32% | Reduce -11.3% | 92,315 | $53.2M |
| Smithfield Trust Co | 2.61% | Reduce -1.1% | 92,274 | $53.2M |
| IFS Advisors, LLC | 42.09% | Reduce -0.2% | 92,133 | $53.1M |
| Droms Strauss Advisors Inc. /Mo/ | 18.71% | Reduce -4.1% | 91,582 | $52.8M |
| Rational Advisors, Inc. | 5.21% | Reduce -15.0% | 91,395 | $52.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.20% | Reduce -3.5% | 90,261 | $52.1M |
| Visionary Wealth Advisors | 3.15% | Add +1.1% | 89,710 | $51.7M |
| Composition Wealth, LLC | 1.20% | Add +0.4% | 89,638 | $51.7M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.51% | Add +47.0% | 89,587 | $51.7M |
| Consilio Wealth Advisors, LLC | 21.25% | Add +1.6% | 89,327 | $51.5M |
| Cypress Capital Group | 5.79% | Reduce -1.9% | 89,243 | $51.5M |
| Enclave Advisors LLC | 8.70% | — | 88,940 | $51.3M |
| Bar Harbor Wealth Management | 3.27% | Add +1.0% | 88,556 | $51.1M |
| Bristlecone Advisors, LLC | 4.10% | Add +1.7% | 88,424 | $51.0M |
| Buska Wealth Management, LLC | 17.74% | Add +8.3% | 88,162 | $50.9M |
| Diversified, LLC | 5.55% | Add +3.5% | 87,635 | $50.5M |
| Diversified Enterprises, LLC | 5.55% | — | 87,635 | $50.5M |
| Roth Financial Partners LLC | 20.15% | Add +1.9% | 87,493 | $50.5M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -21.3% | 87,415 | $50.4M |
| Sequoia Financial Advisors, LLC | 0.54% | Reduce -8.1% | 87,073 | $50.2M |
| J.W. Cole Advisors, Inc. | 2.10% | Reduce -2.8% | 86,854 | $50.1M |
| Financial Counselors Inc. | 0.74% | Add +10.7% | 86,396 | $49.8M |
| Rogco, LP | 19.42% | Reduce -3.8% | 85,897 | $49.5M |
| Savant Capital, LLC | 0.41% | Add +27.9% | 84,780 | $48.9M |
| Ancora Advisors LLC | 1.11% | Add +2.6% | 84,388 | $48.7M |
| Affinity Capital Advisors, LLC | 9.36% | Add +2.3% | 83,743 | $48.3M |
| Fullerton Fund Management Co Ltd. | 2.03% | Add +338.7% | 83,692 | $48.3M |
| TNF LLC | 17.39% | Reduce -1.5% | 82,899 | $48.2M |
| Kestra Private Wealth Services, LLC | 0.88% | Reduce -8.4% | 83,468 | $48.1M |
| Shelter Ins Retirement Plan | 59.31% | No change | 80,061 | $47.9M |
| Keystone Financial Services | 18.55% | Reduce -10.4% | 82,921 | $47.8M |
| University of Massachusetts Foundation, Inc. | 20.51% | No change | 82,898 | $47.8M |
| Waterford Advisors, LLC | 24.30% | Add +1.6% | 82,570 | $47.6M |
| Hoxton Planning & Management, LLC | 18.31% | Reduce -3.2% | 81,980 | $47.3M |
| Compound Planning, Inc. | 2.95% | Add +45.4% | 81,849 | $47.2M |
| TD Capital Management LLC | 4.72% | Reduce -0.1% | 81,775 | $47.2M |
| Marino, Stram & Associates LLC | 10.52% | Add +0.9% | 81,683 | $47.1M |
| Smith Chas P & Associates Pa Cpas | 2.63% | Reduce -5.9% | 80,767 | $46.6M |
| Kelleher Financial Advisors | 17.69% | Add +3.1% | 80,483 | $46.4M |
| Hollencrest Capital Management | 1.92% | Reduce -0.1% | 80,480 | $46.4M |
| Harbour Investments, Inc. | 1.40% | Add +6.1% | 80,479 | $46.4M |
| Cornerstone Wealth Management, LLC | 3.26% | Add +1.7% | 80,367 | $46.4M |
| Cranbrook Wealth Management, LLC | 10.57% | Reduce -0.7% | 80,307 | $46.3M |
| Bluestem Financial Advisors, LLC | 21.61% | Reduce -0.2% | 80,277 | $46.3M |
| IHT Wealth Management, LLC | 1.31% | Add +38.0% | 80,157 | $46.1M |
| SkyView Investment Advisors, LLC | 7.66% | Add +1.1% | 79,815 | $46.0M |
| International City Management Association Retirement Corp | 30.25% | No change | 79,711 | $46.0M |
| Simplicity Wealth,LLC | 4.25% | Reduce -26.1% | 79,566 | $45.9M |
| Mayflower Financial Advisors, LLC | 6.91% | Reduce -30.1% | 79,514 | $45.9M |
| Custos Family Office, LLC | 16.60% | Add +1.2% | 79,440 | $45.8M |
| CFS Investment Advisory Services, LLC | 3.85% | Add +1.0% | 79,436 | $45.8M |
| Bull Oak Capital, LLC | 26.25% | Add +5.6% | 79,215 | $45.7M |
| Raymond James Trust N.A. | 0.99% | Add +1.3% | 79,101 | $45.6M |
| Keeley-Teton Advisors, LLC | 5.02% | Add +0.8% | 78,854 | $45.5M |
| Nwam LLC | 2.77% | New | 78,836 | $45.5M |
| Guidance Point Advisors, LLC | 13.79% | Add +1.0% | 78,830 | $45.5M |
| Concurrent Investment Advisors, LLC | 1.35% | Reduce -5.8% | 78,818 | $45.5M |
| Progeny 3, Inc. | 3.82% | No change | 78,769 | $45.4M |
| Allianz Asset Management GmbH | 0.07% | No change | 78,550 | $45.3M |
| Baron Silver Stevens Financial Advisors, LLC | 7.88% | Add +1.6% | 78,275 | $45.2M |
| GoalFusion Wealth Management, LLC | 24.93% | Add +5.7% | 78,027 | $45.0M |
| Beaumont Asset Management, L.L.C. | 26.14% | Add +4.6% | 77,911 | $44.9M |
| Bluesphere Advisors LLC | 22.18% | Add +1.8% | 77,786 | $44.9M |
| Wealth Alliance Advisory Group, LLC | 9.39% | Add +0.4% | 77,528 | $44.7M |
| PAX Financial Group, LLC | 7.99% | Reduce -7.2% | 77,202 | $44.5M |
| Voya Financial Advisors, Inc. | 4.80% | Reduce -7.2% | 77,556 | $44.5M |
| Gladstone Institutional Advisory LLC | 2.15% | Reduce -4.5% | 76,267 | $44.0M |
| Financial Management Network Inc. | 9.19% | Add +5.7% | 76,184 | $43.9M |
| Patriot Financial Group Insurance Agency, LLC | 5.88% | Add +0.7% | 75,869 | $43.8M |
| Riverstone Advisors, LLC | 25.22% | Add +4.7% | 75,196 | $43.4M |
| Cornerstone Wealth Group, LLC | 3.59% | Reduce -2.2% | 75,051 | $43.3M |
| Agur Provident & Training Funds Management Ltd. | 13.12% | No change | 85,430 | $43.1M |
| Watershed Private Wealth LLC | 17.15% | Reduce -4.3% | 74,559 | $43.0M |
| MCF Advisors LLC | 3.01% | Add +0.3% | 74,438 | $42.9M |
| Latko Wealth Management, Ltd. | 26.01% | — | 74,369 | $42.9M |
| AAF Wealth Management, LLC | 21.61% | Reduce -0.6% | 74,364 | $42.9M |
| 1900 Wealth Management LLC | 3.66% | Reduce -2.8% | 73,954 | $42.7M |
| ONE Advisory Partners, LLC | 18.71% | Reduce -13.2% | 73,925 | $42.6M |
| Bernardo Wealth Planning LLC | 10.32% | Add +4.0% | 72,744 | $42.6M |
| Flow Traders U.S. LLC | 2.15% | Add +312.5% | 73,607 | $42.5M |
| Baltimore-Washington Financial Advisors, Inc. | 2.31% | Add +3.0% | 73,583 | $42.4M |
| Lakeshore Financial Planning, Inc. | 18.67% | Add +7.6% | 73,473 | $42.4M |
| SigFig Wealth Management, LLC | 1.52% | Reduce -29.6% | 72,865 | $41.8M |
| Coyle Financial Counsel LLC | 14.48% | Add +1.0% | 75,853 | $41.5M |
| Sovereign Investment Advisors, LLC | 13.61% | Add +1.0% | 71,936 | $41.5M |
| Pettinga Financial Advisors LLC | 9.82% | Reduce -12.6% | 71,924 | $41.5M |
| Rossmore Private Capital | 5.12% | Add +7.6% | 71,887 | $41.5M |
| Stratos Wealth Advisors, LLC | 1.90% | Add +4.8% | 71,810 | $41.4M |
| Liberty Wealth Management LLC | 7.03% | Reduce -94.8% | 71,735 | $41.4M |
| Capital Planning LLC | 11.57% | Reduce -0.3% | 71,543 | $41.3M |
| Fifth Third Securities, Inc. | 3.90% | Reduce -3.0% | 71,518 | $41.3M |
| Life Line Wealth Management LLC | 14.73% | Reduce -8.5% | 71,438 | $41.2M |
| Kelly Financial Services LLC | 15.11% | Reduce -14.3% | 71,420 | $41.2M |
| Argent Trust Co | 1.71% | Add +3.6% | 71,354 | $41.2M |
| Banco Santander, S.A. | 0.48% | Reduce -6.9% | 71,273 | $41.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 16.33% | Add +2.8% | 71,196 | $41.1M |
| Bailard, Inc. | 1.07% | Reduce -0.8% | 71,136 | $41.0M |
| Lwmg, LLC | 7.76% | Add +4.3% | 70,802 | $40.8M |
| Kaye Capital Management | 16.29% | Add +0.1% | 70,457 | $40.6M |
| Spreng Capital Management, Inc. | 19.42% | Reduce -9.4% | 70,418 | $40.6M |
| Foster Group, Inc. | 1.51% | Add +4.4% | 69,938 | $40.3M |
| NDWM LLC | 33.25% | Add +0.4% | 69,932 | $40.3M |
| JFS Wealth Advisors, LLC | 2.70% | Add +10.2% | 69,825 | $40.3M |
| Ironwood Wealth Management, LLC. | 12.11% | Add +2.1% | 69,786 | $40.3M |
| Clear Creek Financial Management, LLC | 4.52% | Reduce -5.6% | 69,217 | $39.9M |
| Concourse Financial Group Securities, Inc. | 2.36% | Reduce -9.2% | 68,746 | $39.7M |
| Evercore Wealth Management, LLC | 0.59% | Add +0.8% | 68,616 | $39.6M |
| Meridian Management Co. | 10.02% | Add +2.5% | 68,402 | $39.5M |
| Aveo Capital Partners, LLC | 4.17% | Add +3.0% | 68,105 | $39.3M |
| Stonebridge Capital Advisors LLC | 3.20% | Add +4.5% | 68,049 | $39.3M |
| Pps&v Asset Management Consultants, Inc. | 26.92% | Reduce -2.0% | 68,042 | $39.2M |
| Sachem Hill LLC | 7.95% | Reduce -1.1% | 67,903 | $39.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.04% | Reduce -3.8% | 67,880 | $39.2M |
| Wedbush Securities Inc. | 1.45% | Add +3.3% | 67,854 | $39.1M |
| Advus Financial Partners, LLC | 11.08% | Reduce -7.5% | 67,296 | $38.8M |
| Fort Henry Capital, LLC | 26.41% | Reduce -5.2% | 67,281 | $38.8M |
| Wescott Financial Advisory Group, LLC | 4.16% | Add +1.5% | 67,090 | $38.7M |
| Cornerstone Advisory, LLC | 5.08% | Add +0.3% | 66,931 | $38.6M |
| Good Life Advisors, LLC | 2.38% | Add +62.9% | 66,910 | $38.6M |
| Asio Capital, LLC | 7.33% | Add +12.6% | 66,899 | $38.6M |
| Colonial Trust Advisors | 3.33% | Add +11.4% | 66,809 | $38.5M |
| KFA Private Wealth Group, LLC | 18.35% | Add +2.3% | 66,661 | $38.5M |
| TD Waterhouse Canada Inc. | 0.31% | Reduce -3.9% | 66,757 | $38.1M |
| Independent Financial Group, LLC | 1.40% | Add +9.6% | 65,790 | $37.9M |
| Advanced Asset Management Advisors Inc | 10.12% | No change | 69,200 | $37.9M |
| Norris Perne & French LLP | 2.61% | Add +2.4% | 65,576 | $37.8M |
| WealthShield Partners, LLC | 5.08% | Add +1.0% | 65,048 | $37.5M |
| Fidelis Capital Partners, LLC | 4.46% | Add +6.4% | 64,548 | $37.5M |
| Citadel Advisors | 0.04% | Reduce -83.3% | 64,436 | $37.2M |
| Portland Global Advisors LLC | 4.66% | Add +3.2% | 64,233 | $37.1M |
| Hennion & Walsh Asset Management, Inc. | 1.73% | Add +0.6% | 64,151 | $37.0M |
| First Financial Bank - Trust Division | 3.38% | Add +3.4% | 63,953 | $36.9M |
| Washington Trust Bank | 3.51% | Add +0.4% | 63,549 | $36.7M |
| Peapack Gladstone Financial Corp. | 0.53% | Add +27.6% | 63,504 | $36.6M |
| Rehmann Capital Advisory Group | 2.38% | Reduce -0.3% | 63,248 | $36.5M |
| Edge Capital Group, LLC | 1.62% | Add +1.9% | 63,198 | $36.5M |
| Morris Financial Concepts, Inc. | 15.60% | Add +2.6% | 62,976 | $36.3M |
| Pinnacle Financial Partners Inc | 0.73% | Add +10.6% | 62,958 | $36.3M |
| FinTrust Capital Advisors, LLC | 6.17% | Add +2.6% | 62,938 | $36.3M |
| Flagstar Securities, Inc. | 9.16% | Reduce -4.5% | 62,687 | $36.2M |
| Integris Wealth Management, LLC | 10.07% | Reduce -2.4% | 62,502 | $36.1M |
| Enzi Wealth | 14.06% | Add +0.6% | 61,255 | $36.0M |
| Dorsey & Whitney Trust CO LLC | 1.90% | Add +0.7% | 62,019 | $35.8M |
| Elevation Point Wealth Partners, LLC | 3.42% | Reduce -4.3% | 61,792 | $35.6M |
| Toews Corp. | 4.77% | Add +105.6% | 61,680 | $35.6M |
| Ensign Peak Advisors, Inc | 0.06% | Reduce -28.3% | 61,506 | $35.5M |
| Fermata Advisors, LLC | 7.19% | Add +3.2% | 61,366 | $35.4M |
| New Vernon Capital Holdings II LLC | 19.02% | Add +4.8% | 61,314 | $35.4M |
| Capital Investment Advisors, LLC | 0.73% | Add +6.1% | 61,269 | $35.3M |
| TD Private Client Wealth LLC | 1.02% | Reduce -44.0% | 61,224 | $35.3M |
| USA Financial Formulas | 5.49% | Reduce -6.3% | 61,184 | $35.3M |
| Cypress Wealth Services, LLC | 7.23% | Reduce -3.9% | 60,586 | $34.9M |
| Eldridge Investment Advisors, Inc. | 8.18% | Reduce -2.6% | 60,399 | $34.8M |
| Tower Research Capital LLC (TRC) | 0.92% | Add +125400.0% | 60,240 | $34.7M |
| Bellwether Advisors, LLC | 6.65% | Add +0.0% | 60,016 | $34.6M |
| Summit X, LLC | 8.36% | Reduce -4.3% | 62,824 | $34.4M |
| Summit Financial, LLC | 1.35% | Add +40.0% | 59,541 | $34.3M |
| Capital Advisors Wealth Management, LLC | 6.32% | Reduce -0.9% | 59,485 | $34.3M |
| Wealth Quarterback LLC | 17.75% | Reduce -4.9% | 59,154 | $34.1M |
| AdvisorNet Financial, Inc | 2.55% | Add +29.4% | 59,095 | $34.1M |
| Snider Financial Group | 12.46% | Reduce -1.6% | 59,035 | $34.1M |
| Drive Wealth Management, LLC | 8.82% | Add +0.7% | 58,755 | $33.9M |
| Prospera Financial Services Inc | 0.87% | Reduce -2.9% | 58,711 | $33.9M |
| Novare Capital Management LLC | 2.87% | Reduce -1.9% | 58,742 | $33.9M |
| Howe & Rusling Inc. | 2.91% | Add +0.9% | 58,706 | $33.9M |
| Beacon Investment Advisory Services, Inc. | 1.40% | Add +0.6% | 58,395 | $33.7M |
| Bank Hapoalim BM | 5.32% | New | 58,100 | $33.5M |
| Exencial Wealth Advisors, LLC | 1.20% | Reduce -2.0% | 57,831 | $33.4M |
| Avondale Wealth Management | 21.63% | Add +0.9% | 57,713 | $33.3M |
| Windsor Capital Management, LLC | 9.65% | Add +0.3% | 57,644 | $33.3M |
| Common Fund for Nonprofit Organizations | 3.98% | New | 57,633 | $33.2M |
| WealthBridge Capital Management, LLC | 9.51% | Add +9.1% | 57,402 | $33.1M |
| Lantz Financial LLC | 8.94% | Reduce -0.3% | 57,273 | $33.0M |
| Halpern Financial, Inc. | 8.48% | Reduce -5.2% | 57,666 | $33.0M |
| University of Wisconsin Foundation | 21.47% | Add +1.3% | 57,081 | $32.9M |
| Next Capital Management LLC | 13.43% | Add +4.3% | 57,065 | $32.9M |
| JGP Wealth Management, LLC | 4.24% | Add +18.8% | 57,039 | $32.9M |
| Verus Capital Partners, LLC | 3.22% | Add +3.4% | 56,991 | $32.9M |
| McAlister, Sweet & Associates, Inc. | 27.07% | Reduce -27.8% | 56,822 | $32.8M |
| Valmark Advisers, Inc. | 0.51% | Reduce -5.4% | 56,785 | $32.8M |
| Keystone Wealth Services, LLC | 9.03% | Add +0.9% | 56,623 | $32.7M |
| Arkansas Financial Group, Inc. | 5.34% | Add +1.5% | 56,541 | $32.6M |
| Bare Financial Services, Inc | 13.36% | Add +24.1% | 56,399 | $32.5M |
| Cypress Financial Planning LLC | 12.03% | Reduce -6.0% | 56,392 | $32.5M |
| Chicago Partners Investment Group LLC | 1.15% | Reduce -4.3% | 55,696 | $32.3M |
| Camelot Technology Advisors, Inc. | 28.58% | Add +1.7% | 56,019 | $32.3M |
| Titan Global Capital Management USA LLC | 5.04% | Add +12.0% | 55,982 | $32.3M |
| Waterloo Capital, L.P. | 3.52% | Reduce -13.1% | 55,871 | $32.2M |
| Monumental Financial Group Inc. | 11.92% | Add +9.8% | 55,699 | $32.1M |
| High Note Wealth, LLC | 9.18% | Add +19.1% | 55,634 | $32.1M |
| Securian Asset Management, Inc. | 0.92% | Reduce -28.1% | 55,520 | $32.0M |
| Greenup Street Wealth Management LLC | 6.61% | Reduce -5.4% | 55,514 | $32.0M |
| CreativeOne Wealth, LLC | 1.09% | Add +25.6% | 55,512 | $32.0M |
| Kanawha Capital Management LLC | 2.33% | Reduce -1.8% | 55,510 | $32.0M |
| Beacon Financial Group | 3.49% | Add +5.5% | 55,440 | $32.0M |
| Somnio Financial Group, LLC | 26.09% | Reduce -0.5% | 55,424 | $32.0M |
| Sage Financial Management Group, Inc. | 12.32% | New | 55,100 | $31.8M |
| RFG Advisory, LLC | 0.97% | Reduce -17.6% | 55,089 | $31.8M |
| PACK Private Wealth, LLC | 18.00% | Add +2.0% | 55,050 | $31.8M |
| Treasurer of the State of North Carolina | 0.13% | Add +458.5% | 54,569 | $31.5M |
| Orin Green Financial, LLC | 13.53% | Add +1.7% | 54,423 | $31.4M |
| US Financial Advisors, LLC | 9.75% | Add +2.1% | 54,296 | $31.3M |
| Disciplina Capital Management LLC | 5.01% | Reduce -82.9% | 54,206 | $31.3M |
| CoreCap Advisors, LLC | 1.47% | New | 54,181 | $31.3M |
| Sheets Smith Wealth Management | 3.81% | Reduce -0.4% | 53,995 | $31.1M |
| Beacon Financial Planning, Inc. | 19.16% | Reduce -3.6% | 53,807 | $31.0M |
| Vantage Financial Partners, LLC | 7.68% | Add +37.5% | 53,696 | $31.0M |
| David J Yvars Group | 19.14% | Reduce -0.6% | 53,591 | $30.9M |
| German American Bancorp, Inc. | 3.26% | Add +20.5% | 53,394 | $30.8M |
| Waller Financial Planning Group, Inc. | 7.63% | Add +1.6% | 53,314 | $30.8M |
| Vertex Planning Partners, LLC | 7.32% | Reduce -0.6% | 53,050 | $30.6M |
| ZynergyRetirementPlanningLLC | 21.40% | Add +3.0% | 52,653 | $30.4M |
| Middleton & Co. Inc. | 3.35% | Add +1.5% | 52,596 | $30.3M |
| Signaturefd, LLC | 0.57% | Reduce -0.2% | 52,234 | $30.1M |
| Cascade Financial Partners, LLC | 3.77% | Add +0.5% | 51,365 | $30.1M |
| Stairway Partners, LLC | 1.92% | New | 52,054 | $30.0M |
| Ashton Thomas Securities, LLC | 5.81% | Reduce -7.8% | 51,853 | $29.9M |
| Integrated Capital Management, LLC | 15.81% | — | 51,753 | $29.9M |
| Axiom Financial Strategies, LLC | 15.75% | Add +78.4% | 51,691 | $29.8M |
| WCG Wealth Advisors LLC | 2.01% | Reduce -3.6% | 51,604 | $29.8M |
| RiverGlades Family Offices LLC | 21.24% | Add +0.9% | 51,428 | $29.7M |
| Campbell Wealth Management | 2.64% | New | 51,310 | $29.6M |
| Corepath Wealth Partners LLC | 28.66% | Add +2.1% | 50,229 | $29.5M |
| AlTi Global, Inc. | 0.71% | Add +19.5% | 50,934 | $29.4M |
| First National Bank of Hutchinson | 18.99% | Reduce -1.5% | 50,912 | $29.4M |
| Elk River Wealth Management LLC | 5.34% | Add +1.7% | 50,893 | $29.4M |
| Ballew Advisors, Inc | 19.67% | Reduce -0.0% | 50,560 | $29.3M |
| American Century Companies Inc. | 0.02% | Reduce -50.1% | 50,729 | $29.3M |
| Compass Financial Group, Inc. | 13.54% | Add +1.0% | 50,709 | $29.2M |
| Evermay Wealth Management LLC | 4.68% | Reduce -2.3% | 50,511 | $29.1M |
| Scotia Capital Inc. | 0.16% | Add +8.4% | 50,504 | $29.1M |
| IFP Advisors, Inc | 1.05% | Add +1.5% | 50,349 | $29.0M |
| Coastline Trust Co | 3.41% | Reduce -15.5% | 50,347 | $29.0M |
| Gradient Capital Advisors, LLC | 9.58% | Reduce -0.0% | 50,175 | $28.9M |
| Continuum Wealth Advisors, LLC | 15.39% | Reduce -6.5% | 49,730 | $28.7M |
| Buffington Mohr McNeal | 4.68% | Add +16.2% | 49,281 | $28.4M |
| River Wealth Advisors LLC | 3.77% | Add +2.8% | 49,000 | $28.3M |
| One Capital Management, LLC | 0.90% | Add +2.2% | 48,776 | $28.1M |
| Quantinno Capital Management LP | 0.37% | Add +67.3% | 48,762 | $28.1M |
| Cornerstone Advisors Asset Management, LLC | 6.21% | Add +0.0% | 48,713 | $28.1M |
| National Bank of Canada | 0.04% | Reduce -9.5% | 48,659 | $28.1M |
| Verus Financial Partners, Inc. | 3.07% | Reduce -0.2% | 49,045 | $28.0M |
| William Howard & Co Financial Advisors Inc | 23.88% | Reduce -0.8% | 48,543 | $28.0M |
| Trek Financial, LLC | 2.08% | Reduce -8.2% | 48,224 | $27.8M |
| Sage Advisory Services, Ltd.Co. | 7.79% | No change | 50,681 | $27.7M |
| New Insight Wealth Advisors | 14.55% | Add +9.8% | 47,945 | $27.7M |
| Intrepid Financial Planning Group LLC | 11.81% | Reduce -4.1% | 47,822 | $27.6M |
| Cynosure Group, LLC | 4.02% | Add +6.6% | 47,821 | $27.6M |
| Vivid Wealth Management, LLC | 14.39% | Add +4.8% | 47,755 | $27.5M |
| NorthLanding Financial Partners, LLC | 27.23% | Add +3.1% | 47,734 | $27.5M |
| SWS Partners | 8.77% | Add +1.4% | 47,735 | $27.5M |
| Greenwood Capital Associates LLC | 3.57% | Add +7.0% | 47,578 | $27.4M |
| Trilogy Capital Inc. | 1.38% | Reduce -2.9% | 47,538 | $27.4M |
| Vestor Capital, LLC | 2.15% | Add +1.2% | 47,460 | $27.4M |
| Sandy Cove Advisors, LLC | 11.16% | Reduce -2.1% | 47,442 | $27.4M |
| Meridian Wealth Management, LLC | 1.34% | New | 47,221 | $27.2M |
| SouthState Bank Corp | 1.87% | Add +0.4% | 46,947 | $27.1M |
| Fort Point Capital Partners LLC | 3.38% | Add +0.7% | 46,804 | $27.0M |
| FOCUS Wealth Advisors, LLC | 13.44% | Reduce -17.0% | 46,731 | $27.0M |
| Leverty Financial Group, LLC | 14.71% | Add +0.5% | 46,682 | $26.9M |
| Benjamin Edwards Inc. | 0.39% | Add +2882.8% | 46,591 | $26.9M |
| Ameritas Advisory Services, LLC | 1.16% | Reduce -49.1% | 46,409 | $26.8M |
| Boulder Wealth Advisors, LLC | 14.55% | Reduce -14.8% | 46,409 | $26.8M |
| ACT Advisors, LLC. | 12.61% | Add +12.9% | 46,315 | $26.7M |
| MRA Advisory Group | 14.55% | Add +1.7% | 46,151 | $26.6M |
| Madrona Financial Services, LLC | 7.38% | Add +19.4% | 46,011 | $26.5M |
| Saiph Capital, LLC | 12.45% | Reduce -12.6% | 45,859 | $26.5M |
| Birch Hill Investment Advisors LLC | 1.24% | Add +0.6% | 45,847 | $26.4M |
| Verger Capital Management LLC | 13.08% | Reduce -15.1% | 45,829 | $26.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.52% | Add +5.3% | 45,658 | $26.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.73% | Add +47.1% | 45,032 | $26.0M |
| Adaptive Financial Consulting, LLC | 10.53% | Add +0.1% | 44,807 | $25.8M |
| CSM Advisors, LLC | 1.69% | Add +934.7% | 44,802 | $25.8M |
| Boston Financial Mangement LLC | 0.77% | Reduce -0.3% | 44,745 | $25.8M |
| Diversified Trust Co. | 0.65% | Add +9.3% | 44,651 | $25.8M |
| Aspen Grove Capital, LLC | 5.68% | Reduce -0.6% | 44,562 | $25.7M |
| Shared Vision Wealth Group LLC | 13.71% | Reduce -4.2% | 44,494 | $25.7M |
| Arkadios Wealth Advisors | 1.45% | Add +53.4% | 44,373 | $25.6M |
| Moody National Bank Trust Division | 2.74% | Reduce -2.0% | 44,350 | $25.6M |
| Interactive Financial Advisors, Inc. | 13.15% | Add +0.3% | 44,306 | $25.6M |
| Adams Wealth Management | 5.47% | Reduce -0.6% | 44,189 | $25.5M |
| CacheTech Inc. | 5.47% | Reduce -0.6% | 44,189 | $25.5M |
| Soltis Investment Advisors LLC | 2.49% | Add +4.6% | 44,135 | $25.5M |
| Matrix Trust Co | 4.74% | Add +5858.1% | 43,971 | $25.4M |
| Obsidian Cio, LLC | 5.29% | Reduce -0.8% | 43,703 | $25.2M |
| Avaii Wealth Management, LLC | 12.70% | Add +8.9% | 43,620 | $25.2M |
| Syon Capital LLC | 2.22% | Reduce -5.3% | 43,579 | $25.1M |
| Wealthcare Advisory Partners LLC | 0.71% | Reduce -1.2% | 43,487 | $25.1M |
| Gimbal Financial | 16.18% | Add +1.9% | 42,832 | $24.9M |
| Fortitude Family Office, LLC | 9.86% | Add +4.6% | 43,144 | $24.9M |
| Peak Planning Group, LLC | 10.91% | Add +12.4% | 43,138 | $24.9M |
| PCA Investment Advisory Services Inc. | 11.71% | Add +3.8% | 43,093 | $24.9M |
| Bay Harbor Wealth Management, LLC | 8.12% | Reduce -10.8% | 43,078 | $24.8M |
| Valley Financial Group, Inc. | 17.33% | Add +0.3% | 42,985 | $24.8M |
| Certuity, LLC | 2.68% | Reduce -50.9% | 42,965 | $24.8M |
| Teachers Insurance & Annuity Association of America | 37.70% | — | 42,777 | $24.7M |
| Kapstone Financial Advisors LLC | 14.95% | Add +4.5% | 42,951 | $24.7M |
| Cobblestone Asset Management LLC | 14.80% | Reduce -12.3% | 42,647 | $24.6M |
| Commonwealth Financial Services, LLC | 4.86% | Reduce -18.1% | 43,052 | $24.6M |
| IAG Wealth Partners, LLC | 4.54% | Reduce -2.3% | 42,551 | $24.5M |
| Adapt Wealth Advisors, LLC | 13.13% | Add +5.9% | 42,530 | $24.5M |
| Alpine Bank Wealth Management | 3.92% | — | 42,498 | $24.5M |
| Legacy Advisors, LLC | 2.65% | Reduce -0.0% | 42,464 | $24.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +37.6% | 42,405 | $24.5M |
| Durante & Waters, LLC | 20.42% | Add +5.7% | 42,203 | $24.3M |
| Maxwell Wealth Strategies Inc. | 10.30% | Add +17.8% | 41,837 | $24.2M |
| Kingsview Wealth Management, LLC | 0.51% | Add +4.8% | 41,754 | $24.1M |
| Roger Wittlin Investment Advisory, LLC | 13.86% | Add +3.9% | 41,754 | $24.1M |
| CIBC Asset Management Inc | 0.08% | No change | 41,650 | $24.0M |
| Charles Schwab Trust Co | 2.06% | Reduce -7.3% | 41,459 | $23.9M |
| Brighton Jones LLC | 0.90% | Add +5.9% | 41,372 | $23.9M |
| JMG Financial Group, Ltd. | 0.81% | Reduce -0.1% | 41,208 | $23.8M |
| Essex Financial Services, Inc. | 1.71% | Add +1.6% | 40,547 | $23.8M |
| Pennsylvania Capital Management Inc. | 8.55% | Add +7.2% | 41,117 | $23.7M |
| Sterling Investment Advisors LLC | 13.31% | Add +1.8% | 41,031 | $23.7M |
| Sanchez Wealth Management Group | 7.19% | Add +0.3% | 40,882 | $23.6M |
| Boston Mountain Money Management Inc. | 13.69% | Add +0.3% | 40,869 | $23.6M |
| McAdam, LLC | 1.32% | Add +4.8% | 40,770 | $23.5M |
| Moller Wealth Partners | 5.85% | Reduce -0.6% | 40,552 | $23.4M |
| Nova R Wealth, Inc. | 11.41% | Reduce -1.6% | 40,162 | $23.2M |
| Riverpoint Wealth Management Holdings, LLC | 5.91% | Reduce -0.3% | 39,964 | $23.1M |
| Cadinha & Co. LLC | 3.94% | Reduce -0.6% | 39,963 | $23.1M |
| Wealth Dimensions Group, Ltd. | 5.83% | Reduce -0.1% | 39,940 | $23.0M |
| Ashton Thomas Private Wealth, LLC | 1.23% | Add +2.9% | 39,918 | $23.0M |
| U.S. Capital Wealth Advisors, LLC | 0.82% | Reduce -0.4% | 39,836 | $23.0M |
| Diversify Advisory Services, LLC | 1.23% | Reduce -6.5% | 39,102 | $22.9M |
| SpiderRock Advisors, LLC | 0.49% | Add +49.9% | 39,607 | $22.8M |
| Armor Investment Advisors, LLC | 9.39% | Add +29.3% | 39,311 | $22.7M |
| Flagship Private Wealth, LLC | 11.67% | Add +7.4% | 39,297 | $22.7M |
| Eq LLC | 11.34% | Reduce -10.7% | 39,272 | $22.7M |
| Acima Private Wealth, LLC | 7.56% | Add +1.1% | 39,124 | $22.6M |
| Creekmur Asset Management LLC | 5.28% | Add +3.2% | 38,947 | $22.5M |
| Stevens Capital Partners | 10.68% | Add +2.1% | 38,771 | $22.4M |
| Human Investing LLC | 4.03% | Add +0.6% | 38,655 | $22.3M |
| Elm Partners Management LLC | 1.59% | Add +3.1% | 38,506 | $22.2M |
| TBH Global Asset Management, LLC | 4.84% | Reduce -22.7% | 38,495 | $22.2M |
| Spectrum Strategic Capital Management, LLC | 15.06% | Add +27.8% | 38,468 | $22.2M |
| Arvest Investments, Inc. | 3.35% | Reduce -1.3% | 38,454 | $22.2M |
| Dimension Capital Management LLC | 4.19% | Reduce -2.5% | 38,448 | $22.2M |
| Diversified Portfolios, Inc. | 2.29% | Reduce -0.8% | 38,057 | $22.0M |
| Sunbelt Securities, Inc. | 2.15% | Add +0.3% | 37,968 | $21.9M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.58% | Add +1.1% | 37,939 | $21.9M |
| Mill Creek Capital Advisors, LLC | 0.53% | Reduce -20.7% | 37,933 | $21.9M |
| VERITY Wealth Advisors | 15.36% | Reduce -0.2% | 37,884 | $21.9M |
| Nadler Financial Group, Inc. | 2.41% | Add +1.6% | 37,877 | $21.8M |
| Source Financial Advisors LLC | 6.45% | Add +0.6% | 37,852 | $21.8M |
| Marquette Associates, Inc. | 15.71% | Reduce -3.0% | 37,827 | $21.8M |
| Waterway Wealth Management, LLC | 9.35% | Add +0.8% | 37,723 | $21.8M |
| Pure Financial Advisors, LLC | 0.52% | Add +6.7% | 37,367 | $21.6M |
| PFG Private Wealth Management, LLC | 12.44% | Reduce -29.9% | 37,194 | $21.5M |
| Brown Wealth Management, LLC | 7.74% | Add +44.5% | 37,171 | $21.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.99% | Add +9.1% | 37,115 | $21.4M |
| Bleakley Financial Group, LLC | 0.65% | Add +7.1% | 37,048 | $21.4M |
| Fulton Bank, N.A. | 0.81% | Add +10.5% | 37,002 | $21.3M |
| Certified Advisory Corp | 2.33% | Add +0.9% | 36,409 | $21.0M |
| GenWealth Group, Inc. | 4.82% | Add +1.1% | 36,381 | $21.0M |
| Pacific Financial Group Inc. | 15.35% | Reduce -7.8% | 36,285 | $20.9M |
| Alliance Wealth Management Group | 5.55% | Add +7.3% | 36,183 | $20.9M |
| Peoples Bank | 10.65% | Add +4.3% | 36,145 | $20.8M |
| RFP Financial Group LLC | 6.79% | Add +2.4% | 36,144 | $20.8M |
| Synovus Financial Corp. | 0.24% | Reduce -9.9% | 36,046 | $20.8M |
| Hubbell Strickland Wealth Management, LLC | 9.71% | Add +0.4% | 35,969 | $20.7M |
| Peddock Capital Advisors, LLC | 4.97% | Add +5.0% | 35,844 | $20.7M |
| Naples Global Advisors, LLC | 1.92% | Add +1.9% | 35,798 | $20.6M |
| Western Wealth Management, LLC | 1.17% | Add +10.1% | 35,678 | $20.6M |
| Vermillion & White Wealth Management Group, LLC | 15.21% | Reduce -2.0% | 35,659 | $20.6M |
| Waldron Private Wealth LLC | 0.85% | Add +23.1% | 35,586 | $20.5M |
| GDS Wealth Management | 1.99% | Add +4.8% | 35,370 | $20.4M |
| Apeiron RIA LLC | 5.85% | Add +3.5% | 35,349 | $20.4M |
| True Vision MN LLC | 12.20% | Reduce -6.0% | 35,346 | $20.4M |
| One Wealth Advisors, LLC | 3.12% | Reduce -0.4% | 35,215 | $20.3M |
| Grove Bank & Trust | 3.00% | Add +1.6% | 35,191 | $20.3M |
| Holland Advisory Services, Inc. | 26.47% | Reduce -1.6% | 35,105 | $20.2M |
| Prairieview Wealth Partners, LLC | 21.86% | Reduce -12.7% | 35,068 | $20.2M |
| Lynch & Associates | 4.27% | Reduce -0.8% | 35,010 | $20.2M |
| Grey Ledge Advisors, LLC | 5.16% | Add +1.2% | 34,951 | $20.2M |
| Hoese & Co LLP | 16.88% | Reduce -3.6% | 34,938 | $20.2M |
| HCR Wealth Advisors | 2.64% | Add +1.3% | 34,934 | $20.2M |
| DeDora Capital, Inc. | 5.63% | Add +0.7% | 34,926 | $20.1M |
| Natixis Advisors, LLC | 0.04% | Add +9.8% | 34,775 | $20.1M |
| Eley Financial Management, Inc | 8.06% | Reduce -0.9% | 34,715 | $20.0M |
| Sageworth Trust Co | 1.19% | Reduce -0.1% | 34,676 | $20.0M |
| TAGStone Capital, Inc. | 10.22% | Add +0.5% | 34,668 | $20.0M |
| EPG Wealth Management LLC | 5.04% | Add +0.0% | 34,618 | $20.0M |
| Hilltop Wealth Advisors, LLC | 9.30% | Reduce -1.6% | 34,556 | $19.9M |
| First National Trust Co | 0.77% | Add +2.2% | 34,495 | $19.9M |
| Kraft, Davis & Associates, LLC | 5.91% | Add +2.1% | 34,588 | $19.8M |
| Abound Wealth Management | 6.58% | Add +1.2% | 34,347 | $19.8M |
| Stratos Investment Management, LLC | 1.38% | Add +3.8% | 34,220 | $19.7M |
| Vestmark Advisory Solutions, Inc. | 0.73% | Add +13.3% | 34,206 | $19.7M |
| Southern Capital Advisors, LLC | 11.06% | Add +1.1% | 34,094 | $19.7M |
| CVA Family Office, LLC | 3.18% | Add +4.6% | 34,007 | $19.6M |
| 4J Wealth Management LLC | 15.18% | Add +1.8% | 33,975 | $19.6M |
| Client First Capital LLC | 10.80% | Reduce -3.8% | 33,877 | $19.5M |
| Tyler-Stone Wealth Management | 3.68% | Add +112.5% | 33,818 | $19.5M |
| Axxcess Wealth Management, LLC | 0.49% | Add +6.5% | 33,678 | $19.4M |
| Csenge Advisory Group | 1.01% | Add +3.6% | 33,176 | $19.3M |
| Mycio Wealth Partners, LLC | 4.42% | Add +2.2% | 33,440 | $19.3M |
| Bradley Foster & Sargent Inc. | 0.32% | Reduce -2.8% | 33,366 | $19.2M |
| World Investment Advisors | 0.60% | Add +3.2% | 33,296 | $19.2M |
| Richwood Investment Advisors, LLC | 15.87% | Reduce -1.5% | 33,264 | $19.2M |
| Atwater Malick LLC | 6.15% | Add +6.8% | 33,132 | $19.1M |
| Oarsman Capital, Inc. | 3.53% | Add +7.4% | 33,085 | $19.1M |
| New England Asset Management Inc. | 3.11% | Reduce -14.9% | 33,060 | $19.1M |
| Stephenson & Company, Inc. | 12.90% | Add +1.7% | 33,054 | $19.1M |
| Mma Asset Management LLC | 5.07% | Add +163.1% | 35,452 | $19.0M |
| Market Street Wealth Management Advisors LLC | 3.09% | Reduce -1.2% | 32,591 | $18.8M |
| Altus Wealth Group LLC | 8.02% | Add +18.6% | 32,525 | $18.8M |
| Boston Research & Management Inc. | 4.37% | Reduce -0.2% | 32,415 | $18.7M |
| Modern Wealth Management, LLC | 1.14% | Reduce -0.1% | 32,341 | $18.7M |
| ETF Store, Inc. | 19.19% | Reduce -9.0% | 32,311 | $18.6M |
| CBIZ Investment Advisory Services, LLC | 0.96% | Add +2.3% | 32,156 | $18.5M |
| Wick Capital Partners, LLC | 6.00% | Reduce -3.6% | 32,144 | $18.5M |
| Aspen Wealth Strategies, LLC | 11.93% | Add +4.0% | 32,090 | $18.5M |
| Shufro Rose & Co. LLC | 1.51% | No change | 33,823 | $18.5M |
| Emergent Wealth Advisors, LLC | 13.63% | Add +5.1% | 31,937 | $18.4M |
| Walkner Condon Financial Advisors LLC | 3.75% | Add +0.7% | 31,852 | $18.4M |
| Willis Johnson & Associates, Inc. | 1.38% | Reduce -3.5% | 31,432 | $18.1M |
| Great Valley Advisor Group, Inc. | 0.44% | Reduce -9.3% | 31,379 | $18.1M |
| Gray Wealth Management Inc. | 7.13% | Reduce -0.6% | 31,323 | $18.1M |
| Trademark Financial Management, LLC | 14.32% | Add +5.3% | 31,305 | $18.1M |
| Sovereign Financial Group, Inc. | 4.20% | Reduce -2.8% | 31,127 | $18.0M |
| Asset Management Group, Inc. | 2.53% | Add +0.9% | 30,994 | $17.9M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.22% | Add +31.8% | 30,850 | $17.8M |
| Praetorian Wealth Management, Inc. | 4.43% | Add +2.9% | 30,828 | $17.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Reduce -8.3% | 26,123 | $17.8M |
| Van Hulzen Asset Management, LLC | 1.29% | Reduce -6.4% | 30,780 | $17.8M |
| Victory Capital Management Inc. | 0.02% | Reduce -68.2% | 30,739 | $17.7M |
| Fairway Wealth LLC | 8.93% | Add +8.1% | 30,479 | $17.6M |
| Global Wealth Management, LLC | 11.88% | — | 30,450 | $17.6M |
| Element Wealth, LLC | 9.27% | Reduce -2.1% | 30,347 | $17.5M |
| Capital Insight Partners, LLC | 3.06% | Reduce -1.3% | 30,310 | $17.5M |
| SWP Financial LLC | 10.65% | Reduce -17.0% | 30,247 | $17.4M |
| Outlook Wealth Advisors, LLC | 4.99% | Add +3.3% | 30,124 | $17.4M |
| Transcend Capital Advisors, LLC | 1.16% | Reduce -3.8% | 30,043 | $17.3M |
| Destiny Capital Corp | 10.73% | Add +12.0% | 30,240 | $17.3M |
| Legal & General Group Plc | 0.00% | No change | 30,000 | $17.3M |
| Gateway Wealth Partners, LLC | 4.76% | Add +5.5% | 29,915 | $17.3M |
| Madison Wealth Partners, Inc | 5.07% | Add +2.7% | 29,688 | $17.1M |
| Acropolis Investment Management, LLC | 1.01% | Reduce -0.1% | 29,561 | $17.1M |
| Centurion Wealth Management LLC | 5.43% | — | 29,519 | $17.0M |
| SIMA Wealth Partners, LLC | 14.76% | Add +8.9% | 29,469 | $17.0M |
| Tudor Investment Corporation | 0.19% | Add +87.7% | 29,394 | $17.0M |
| Catalyst Private Wealth, LLC | 8.31% | Add +5.5% | 29,369 | $16.9M |
| Retirement Systems of Alabama | 0.06% | Reduce -0.5% | 29,331 | $16.9M |
| Signature Estate & Investment Advisors LLC | 0.39% | Add +1.8% | 29,172 | $16.8M |
| WBH Advisory Inc. | 1.59% | Add +5.6% | 29,128 | $16.8M |
| Orion Capital Management LLC | 8.14% | Add +12.3% | 29,033 | $16.7M |
| Pinnacle Family Advisors, LLC | 8.67% | Reduce -12.0% | 29,005 | $16.7M |
| XML Financial, LLC | 1.55% | Add +6.5% | 28,971 | $16.7M |
| Ade, LLC | 10.27% | Reduce -1.1% | 28,960 | $16.7M |
| Smith Anglin Financial, LLC | 1.61% | Reduce -79.0% | 28,906 | $16.7M |
| Fusion Family Wealth, LLC | 1.53% | Add +4.9% | 28,763 | $16.6M |
| Hengehold Capital Management LLC | 1.57% | Reduce -0.7% | 28,738 | $16.6M |
| Wiser Wealth Management, Inc | 4.75% | Add +14.2% | 28,708 | $16.6M |
| Macquarie Group Ltd. | 0.02% | New | 28,630 | $16.5M |
| Pallas Capital Advisors LLC | 0.70% | Reduce -2.9% | 28,301 | $16.5M |
| Jackson Wealth Management, LLC | 1.96% | Add +75.5% | 28,463 | $16.4M |
| Taylor & Morgan Wealth Management, LLC | 10.98% | Reduce -0.3% | 28,378 | $16.4M |
| MassMutual Private Wealth & Trust, FSB | 0.46% | Add +5.6% | 28,301 | $16.3M |
| Vanguard Group Inc. | 0.00% | Add +9.0% | 28,244 | $16.3M |
| Sierra Capital LLC | 1.94% | Add +5.5% | 28,186 | $16.3M |
| United Community Bank | 6.35% | Reduce -0.5% | 28,179 | $16.3M |
| BCGM Wealth Management, LLC | 5.24% | Reduce -1.2% | 28,029 | $16.2M |
| Highview Capital Management LLC | 6.54% | Add +3.0% | 27,904 | $16.1M |
| Ironwood Wealth Management, Inc. | 7.88% | Reduce -1.6% | 27,925 | $16.1M |
| Evernest Financial Advisors, LLC | 4.30% | Reduce -3.4% | 27,637 | $15.9M |
| Thomasville National Bank | 1.18% | Add +0.8% | 27,628 | $15.9M |
| Chesley Taft & Associates LLC | 0.76% | Reduce -9.1% | 27,563 | $15.9M |
| Cary Street Partners Investment Advisory LLC | 0.58% | Reduce -0.7% | 27,487 | $15.9M |
| Steel Grove Capital Advisors, LLC | 2.22% | Add +1.7% | 27,572 | $15.8M |
| NWF Advisory Services Inc. | 2.30% | Add +7.3% | 27,370 | $15.8M |
| TSA Wealth Managment LLC | 6.35% | Reduce -3.2% | 27,346 | $15.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.38% | Add +0.5% | 27,235 | $15.7M |
| Focus Partners Advisor Solutions, LLC | 0.33% | Add +0.2% | 27,226 | $15.7M |
| Moisand Fitzgerald Tamayo, LLC | 2.13% | Reduce -2.5% | 26,912 | $15.5M |
| Belpointe Asset Management LLC | 0.93% | Add +101.3% | 26,899 | $15.5M |
| Passaic Partners LLC | 2.32% | Reduce -14.5% | 26,886 | $15.5M |
| Objective Capital Management, LLC | 9.06% | — | 26,742 | $15.4M |
| Trifecta Capital Advisors, LLC | 3.21% | Add +2.0% | 26,566 | $15.3M |
| Bank Pictet & Cie (Europe) AG | 0.36% | No change | 26,540 | $15.3M |
| BTC Capital Management, Inc. | 1.36% | Add +1.6% | 26,508 | $15.3M |
| VeraBank, N.A. | 4.45% | Add +2.1% | 26,358 | $15.2M |
| Hardy Reed LLC | 1.36% | Reduce -0.6% | 26,339 | $15.2M |
| Smith Shellnut Wilson LLC | 6.86% | Reduce -7.2% | 26,325 | $15.2M |
| Frontier Asset Management, LLC | 5.00% | Reduce -2.1% | 26,203 | $15.1M |
| Verum Partners LLC | 4.42% | Reduce -3.0% | 26,100 | $15.1M |
| Buck Wealth Strategies, LLC | 4.72% | Reduce -5.4% | 26,009 | $15.0M |
| Wesbanco Bank Inc. | 0.51% | Add +1.7% | 26,000 | $15.0M |
| Centennial Wealth Advisory LLC | 5.83% | Reduce -18.3% | 25,936 | $15.0M |
| Scissortail Wealth Management, LLC | 3.62% | Reduce -98.6% | 431 | $14.9M |
| Broadview Financial Management, LLC | 10.10% | Reduce -2.7% | 25,872 | $14.9M |
| Harbor Group, Inc. | 3.45% | Add +0.7% | 25,867 | $14.9M |
| Parsons Capital Management Inc. | 0.94% | Reduce -7.6% | 25,807 | $14.9M |
| Parisi Gray Wealth Management | 4.91% | Add +2.3% | 25,806 | $14.9M |
| Canal Capital Management, LLC | 2.37% | Reduce -4.9% | 25,735 | $14.8M |
| Shepherd Financial Partners LLC | 1.78% | Add +0.8% | 25,655 | $14.8M |
| Webster Bank, N. A. | 1.57% | Add +18.8% | 25,618 | $14.8M |
| Northwest Bancshares, Inc. | 2.52% | Reduce -5.4% | 25,609 | $14.8M |
| ORG Partners LLC | 2.38% | Reduce -0.4% | 25,521 | $14.7M |
| Secure Asset Management, LLC | 2.49% | Add +3.5% | 25,506 | $14.7M |
| Lake Street Advisors Group, LLC | 0.68% | Add +1.0% | 25,501 | $14.7M |
| AlphaMark Advisors, LLC | 5.06% | Reduce -4.7% | 25,393 | $14.6M |
| AtlasMark Financial, Inc | 13.58% | — | 25,317 | $14.6M |
| Family Firm, Inc. | 3.19% | Add +6.3% | 196,178 | $14.6M |
| Trustmark Bank Trust Department | 1.10% | Reduce -0.1% | 25,274 | $14.6M |
| Xponance LLC | 0.14% | Add +14.5% | 25,245 | $14.6M |
| Caldwell Trust Co | 1.52% | Add +6.8% | 25,129 | $14.5M |
| Legacy Edge Advisors, LLC | 2.31% | Reduce -2.1% | 25,018 | $14.4M |
| PFG Advisors | 0.91% | Add +15.2% | 24,963 | $14.4M |
| Providence Capital Advisors, LLC | 2.86% | Add +0.2% | 24,962 | $14.4M |
| SMI Advisory Services, LLC | 3.19% | Add +1.7% | 24,998 | $14.4M |
| Chemung Canal Trust Co. | 2.90% | Reduce -16.4% | 24,858 | $14.3M |
| Anderson Hoagland & Co. | 1.46% | Reduce -0.6% | 24,899 | $14.3M |
| Montecito Bank & Trust | 2.44% | Reduce -0.0% | 24,815 | $14.3M |
| Summit Asset Management, LLC | 1.63% | Add +19.0% | 24,778 | $14.3M |
| JDM Financial Group LLC | 7.77% | Reduce -23.2% | 24,772 | $14.3M |
| Lutz Financial Services LLC | 1.16% | Reduce -3.2% | 24,762 | $14.3M |
| Global Wealth Management Investment Advisory, Inc. | 3.05% | Add +2.5% | 24,468 | $14.1M |
| Pembroke Management, LTD | 1.80% | Add +1.4% | 24,456 | $14.1M |
| Empower Advisory Group, LLC | 0.05% | Add +10.1% | 24,456 | $14.1M |
| Gould Asset Management LLC | 3.02% | Reduce -1.1% | 24,451 | $14.1M |
| CRA Financial Services, LLC | 2.57% | Add +0.6% | 24,318 | $14.0M |
| CENTRAL TRUST Co | 0.33% | Reduce -0.9% | 24,242 | $14.0M |
| Pitcairn Co. | 0.83% | Reduce -0.5% | 24,233 | $14.0M |
| Evergreen Capital Management LLC | 0.47% | Reduce -1.3% | 24,204 | $14.0M |
| Associated Banc-Corp | 0.41% | Add +2.6% | 24,157 | $13.9M |
| Pine Valley Investments Ltd Liability Co | 0.96% | Reduce -1.2% | 24,109 | $13.9M |
| E Fund Management Co., Ltd. | 0.71% | Add +5.9% | 24,096 | $13.9M |
| E Fund Management (Hong Kong) Co., Ltd. | 8.28% | Add +5.9% | 24,096 | $13.9M |
| Silverleafe Capital Partners, LLC | 4.90% | Reduce -1.8% | 24,026 | $13.9M |
| Delta Investment Management, LLC | 2.82% | Add +29.6% | 24,005 | $13.8M |
| Cooper/Haims Advisors, LLC | 7.60% | Reduce -0.5% | 23,959 | $13.8M |
| McNaughton Wealth Management, LLC | 6.73% | Reduce -2.2% | 23,949 | $13.8M |
| Fairman Group, LLC | 12.45% | Add +0.5% | 23,899 | $13.8M |
| Aureus Asset Management, LLC | 0.90% | Reduce -2.8% | 23,894 | $13.8M |
| Goldstone Financial Group, LLC | 2.37% | Add +13.2% | 23,655 | $13.6M |
| GYL Financial Synergies, LLC | 1.02% | Reduce -1.3% | 23,615 | $13.6M |
| Blueprint Investment Partners LLC | 2.46% | Reduce -16.1% | 23,566 | $13.6M |
| Bigelow Investment Advisors, LLC | 6.03% | Reduce -4.2% | 23,452 | $13.5M |
| Columbus Macro, LLC | 4.91% | Add +1.1% | 23,271 | $13.5M |
| Foundry Financial Group, Inc. | 8.39% | Add +1.4% | 23,294 | $13.4M |
| Park Place Capital Corp | 3.86% | Reduce -4.5% | 23,277 | $13.4M |
| Perennial Investment Advisors, LLC | 1.74% | Add +1.8% | 23,254 | $13.4M |
| Palisades Hudson Asset Management, L.P. | 5.65% | Reduce -1.2% | 23,224 | $13.4M |
| Apollon Financial, LLC | 3.92% | Add +0.5% | 23,127 | $13.3M |
| Trail Ridge Investment Advisors, LLC | 6.35% | Add +16.1% | 22,954 | $13.3M |
| Copperleaf Capital, LLC | 10.16% | Reduce -2.8% | 22,996 | $13.3M |
| 4Thought Financial Group Inc. | 8.17% | Reduce -15.5% | 22,965 | $13.2M |
| Cherry Tree Wealth Management, LLC | 3.14% | Reduce -0.9% | 22,950 | $13.2M |
| Fusion Capital, LLC | 5.65% | Reduce -0.3% | 22,840 | $13.2M |
| Cyndeo Wealth Partners, LLC | 0.92% | Add +5.0% | 22,797 | $13.1M |
| Koshinski Asset Management, Inc. | 1.14% | Reduce -1.5% | 22,736 | $13.1M |
| Mosley Wealth Management | 8.92% | Reduce -4.8% | 22,287 | $13.1M |
| Bremer Bank National Association | 2.46% | Reduce -1.6% | 22,609 | $13.0M |
| Mosaic Financial Group, LLC | 9.26% | Add +0.3% | 22,608 | $13.0M |
| Jackson Hole Capital Partners, LLC | 2.72% | Reduce -6.7% | 22,599 | $13.0M |
| Park National Corp. | 0.46% | Reduce -0.1% | 22,566 | $13.0M |
| Becker Capital Management Inc. | 0.42% | Reduce -1.4% | 22,565 | $13.0M |
| North Star Investment Management Corp. | 0.90% | Add +0.2% | 22,561 | $13.0M |
| Nomura Asset Management Co. Ltd. | 0.04% | No change | 22,545 | $13.0M |
| New World Advisors LLC | 3.39% | Reduce 0.0% | 22,533 | $13.0M |
| Ostrum Asset Management | 1.07% | No change | 22,514 | $13.0M |
| NSI Retail Advisors, LLC | 1.93% | New | 22,500 | $13.0M |
| Motive Wealth Advisors | 7.79% | No change | 23,705 | $13.0M |
| Latitude Advisors, LLC | 7.31% | Reduce -7.8% | 22,386 | $12.9M |
| Kingswood Wealth Advisors, LLC | 0.92% | Add +10.9% | 22,351 | $12.9M |
| Elyxium Wealth, LLC | 7.09% | — | 22,325 | $12.9M |
| Concorde Asset Management, LLC | 7.21% | Add +1.1% | 22,153 | $12.8M |
| Ascent Group, LLC | 0.96% | Reduce -2.4% | 22,039 | $12.7M |
| Roof Eidam Maycock Peralta, LLC | 3.22% | Add +1.8% | 21,921 | $12.6M |
| Earned Wealth Advisors, LLC | 3.84% | Reduce -3.9% | 21,887 | $12.6M |
| Beirne Wealth Consulting Services, LLC | 4.43% | Reduce -8.8% | 21,860 | $12.6M |
| Founders Financial Securities LLC | 1.16% | Reduce -15.7% | 21,868 | $12.6M |
| Legacy Trust | 2.89% | Add +9.6% | 21,834 | $12.6M |
| Congress Park Capital LLC | 4.67% | Add +47.7% | 21,824 | $12.6M |
| Bank of New Hampshire | 3.16% | Reduce -5.8% | 21,820 | $12.6M |
| First Personal Financial Services | 2.64% | Reduce -2.1% | 21,664 | $12.5M |
| Colonial Trust Co / SC | 1.93% | Reduce -5.6% | 21,651 | $12.5M |
| Breakwater Capital Group | 2.50% | Add +6.7% | 21,529 | $12.4M |
| Capital Investment Advisory Services, LLC | 1.18% | Add +0.7% | 21,512 | $12.4M |
| Venture Visionary Partners LLC | 0.55% | Add +1.5% | 21,476 | $12.4M |
| Ameliora Wealth Management Ltd. | 5.15% | Add +18.2% | 21,401 | $12.3M |
| Kooman & Associates | 4.56% | Reduce -0.1% | 21,388 | $12.3M |
| Unique Wealth Strategies, LLC | 5.30% | Add +12.1% | 21,306 | $12.3M |
| GenTrust, LLC | 0.60% | Add +223.1% | 21,292 | $12.3M |
| Omega Financial Group, LLC | 4.65% | Add +5.7% | 21,282 | $12.3M |
| Westwood Holdings Group Inc. | 0.09% | Reduce -4.4% | 21,255 | $12.3M |
| MainStreet Investment Advisors LLC | 1.63% | Reduce -3.7% | 21,245 | $12.3M |
| Precedent Wealth Partners, LLC | 4.03% | Add +1.1% | 21,195 | $12.2M |
| Verity Asset Management, Inc. | 4.60% | Add +7.7% | 21,202 | $12.2M |
| Zhang Financial LLC | 0.77% | Reduce -5.7% | 21,166 | $12.2M |
| Armbruster Capital Management, Inc. | 2.43% | Add +0.6% | 21,131 | $12.2M |
| Patriot Investment Management Group, Inc. | 0.89% | Reduce -0.2% | 21,061 | $12.1M |
| Granite Harbor Advisors, Inc. | 7.15% | Reduce -6.9% | 20,971 | $12.1M |
| Cosner Financial Group, LLC | 7.77% | Reduce -0.2% | 20,895 | $12.1M |
| WealthPLAN Partners, LLC | 1.61% | Reduce -10.7% | 20,832 | $12.0M |
| Syntax Research, Inc. | 8.13% | Add +1.3% | 20,824 | $12.0M |
| MA Private Wealth | 2.24% | Reduce -4.0% | 20,768 | $12.0M |
| Fiera Capital Corp | 0.04% | Add +0.3% | 20,766 | $12.0M |
| Dagco, Inc. | 4.92% | Add +3.3% | 20,761 | $12.0M |
| Tritonpoint Wealth, LLC | 1.09% | Reduce -11.6% | 20,853 | $12.0M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +6.9% | 20,303 | $11.9M |
| Horst & Graben Wealth Management LLC | 2.14% | Add +3.0% | 20,633 | $11.9M |
| Bright Financial Advisors, Inc. | 7.55% | Add +2.8% | 20,585 | $11.9M |
| Cape Ann Savings Bank | 6.88% | Add +15.7% | 20,561 | $11.9M |
| CW Advisors, LLC | 0.16% | Add +11.3% | 20,452 | $11.8M |
| Columbia Bank | 4.31% | Add +9.3% | 20,410 | $11.8M |
| Forbes Financial Planning, Inc. | 8.48% | Add +0.3% | 20,393 | $11.8M |
| EverSource Wealth Advisors, LLC | 0.74% | Add +5.0% | 20,361 | $11.7M |
| Twin Peaks Wealth Advisors, LLC | 5.38% | Add +5.0% | 20,217 | $11.7M |
| Louisbourg Investments Inc. | 2.95% | Reduce -1.9% | 20,200 | $11.7M |
| Proficio Capital Partners LLC | 1.16% | Reduce -20.6% | 20,143 | $11.6M |
| Red Tortoise LLC | 5.85% | Reduce -2.2% | 20,141 | $11.6M |
| One Day In July LLC | 1.31% | Reduce -9.7% | 20,129 | $11.6M |
| Merriman Wealth Management, LLC | 0.47% | Add +8.1% | 20,122 | $11.6M |
| Granby Capital Management, LLC | 5.97% | No change | 20,000 | $11.5M |
| Berkeley, Inc | 3.35% | Add +98.7% | 19,948 | $11.5M |
| Northstar Advisory Group, LLC | 5.95% | Reduce -39.4% | 19,855 | $11.5M |
| Aptus Capital Advisors, LLC | 0.17% | Add +305.2% | 19,705 | $11.4M |
| RE Dickinson Investment Advisors, LLC | 6.40% | Add +2.8% | 19,687 | $11.4M |
| Shulman DeMeo Asset Management LLC | 2.78% | Add +0.1% | 19,637 | $11.3M |
| Private Trust Co. NA | 1.14% | Reduce -10.3% | 19,609 | $11.3M |
| Investment Advisory Group, LLC | 3.92% | Add +4.8% | 19,576 | $11.3M |
| Harbor Investment Advisory, LLC | 1.11% | Reduce -0.9% | 19,530 | $11.3M |
| Mendota Financial Group, LLC | 5.36% | Add +3.5% | 19,454 | $11.2M |
| Private Client Services, LLC | 6.03% | Add +8.8% | 19,443 | $11.2M |
| BWM Planning, LLC | 4.97% | — | 19,422 | $11.2M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Reduce -3.6% | 19,411 | $11.2M |
| Wayfinding Financial, LLC | 8.32% | Reduce -3.2% | 19,387 | $11.2M |
| Strategic Blueprint, LLC | 0.70% | Add +1.2% | 19,368 | $11.2M |
| Firethorn Wealth Partners, LLC | 5.66% | Reduce -16.5% | 19,333 | $11.2M |
| Nicolet Advisory Services, LLC | 1.05% | Reduce -2.5% | 19,545 | $11.2M |
| Chicago Capital, LLC | 0.31% | Add +5.3% | 19,224 | $11.1M |
| Sound Stewardship, LLC | 6.21% | Add +1.1% | 19,194 | $11.1M |
| Beaird Harris Wealth Management, LLC | 0.96% | Add +2.5% | 19,105 | $11.0M |
| Meritage Portfolio Management | 0.68% | Add +1.4% | 19,104 | $11.0M |
| Greenhouse Wealth Management, LLC | 7.41% | Add +0.3% | 19,061 | $11.0M |
| IFG Advisory, LLC | 0.70% | Reduce -10.5% | 19,034 | $11.0M |
| Connecticut Wealth Management, LLC | 0.53% | Add +0.6% | 19,011 | $11.0M |
| Insight 2811, Inc. | 5.41% | Add +4.4% | 18,839 | $10.9M |
| Copperwynd Financial, LLC | 3.27% | Add +7.3% | 18,835 | $10.9M |
| SC&H Financial Advisors, Inc. | 2.37% | Reduce -1.0% | 18,819 | $10.9M |
| Headlands Technologies LLC | 1.25% | Add +102.6% | 18,811 | $10.9M |
| Main Street Financial Solutions, LLC | 0.99% | Add +3.5% | 18,775 | $10.8M |
| Meadow Creek Wealth Advisors LLC | 8.57% | Add +42.2% | 18,750 | $10.8M |
| Wealth Management Partners, LLC | 5.01% | Reduce -9.0% | 18,734 | $10.8M |
| Mgo One Seven LLC | 0.47% | Reduce -2.9% | 18,712 | $10.8M |
| Ted Buchan & Co | 5.11% | Add +42.6% | 18,686 | $10.8M |
| Venturi Wealth Management, LLC | 0.56% | Reduce -2.5% | 18,639 | $10.8M |
| Milestone Investment Advisors LLC | 3.00% | Add +22.9% | 18,584 | $10.7M |
| YHB Investment Advisors, Inc. | 0.89% | Add +3.5% | 18,577 | $10.7M |
| Patton Albertson Miller Group, LLC | 1.46% | Add +1.9% | 18,553 | $10.7M |
| SPC Financial, Inc. | 0.94% | Add +11.0% | 18,492 | $10.7M |
| Revolve Wealth Partners, LLC | 1.62% | Reduce -0.8% | 18,346 | $10.6M |
| Waters Parkerson & Co., LLC | 0.54% | Add +55.1% | 18,334 | $10.6M |
| American National Bank & Trust | 1.24% | Reduce -3.0% | 18,252 | $10.5M |
| Simmons Bank | 0.76% | Add +0.1% | 18,198 | $10.5M |
| Welch & Forbes LLC | 0.13% | Add +12.9% | 18,041 | $10.4M |
| Cassia Capital Partners, LLC | 6.83% | Reduce -4.0% | 17,933 | $10.3M |
| Agf Management Ltd. | 0.05% | Reduce -2.1% | 17,924 | $10.3M |
| Telos Capital Management, Inc. | 1.08% | Reduce -4.9% | 17,864 | $10.3M |
| Manhattan West Asset Management, LLC | 2.66% | Reduce -1.4% | 17,839 | $10.3M |
| NorthRock Partners, LLC | 0.34% | Reduce -0.5% | 17,815 | $10.3M |
| Verdence Capital Advisors LLC | 0.82% | Add +1.9% | 17,781 | $10.3M |
| International Assets Investment Management, LLC | 0.83% | Add +17.5% | 17,765 | $10.2M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -0.3% | 17,759 | $10.2M |
| Wealth Management Associates, Inc. | 4.49% | Add +0.6% | 17,709 | $10.2M |
| Welch Group, LLC | 0.44% | Add +0.2% | 17,633 | $10.2M |
| Baldwin Wealth Partners LLC | 0.69% | Add +11.9% | 17,607 | $10.2M |
| Sentry LLC | 1.95% | Reduce -1.4% | 17,537 | $10.1M |
| Red Door Wealth Management, LLC | 1.68% | Reduce -0.8% | 17,524 | $10.1M |
| Summit Wealth Partners, LLC | 1.95% | Add +7.8% | 17,517 | $10.1M |
| Horizon Investments, LLC | 0.27% | Reduce -10.3% | 17,499 | $10.1M |
| Money Design Co.,Ltd. | 0.50% | Reduce -0.2% | 17,480 | $10.1M |
| Harbor Advisory Corp. | 3.29% | Add +2.2% | 17,454 | $10.1M |
| Silver Oak Securities, Incorporated | 1.06% | Add +5.7% | 17,535 | $10.1M |
| Sax Wealth Advisors, LLC | 0.90% | Add +12.6% | 17,408 | $10.0M |
| Williams Jones Wealth Management, LLC. | 0.12% | Reduce -4.5% | 17,375 | $10.0M |
| Alera Investment Advisors, LLC | 1.17% | Add +1.4% | 17,239 | $9.9M |
| Evensky & Katz LLC | 0.65% | Reduce -2.6% | 17,212 | $9.9M |
| WMS Partners, LLC | 0.56% | Add +2.1% | 17,189 | $9.9M |
| Argent Advisors, Inc. | 3.68% | Reduce -5.4% | 17,181 | $9.9M |
| Leavell Investment Management, Inc. | 0.49% | Add +0.7% | 17,134 | $9.9M |
| Advisory Resource Group | 2.11% | Reduce -4.3% | 17,126 | $9.9M |
| Mission Wealth Management, LP | 0.24% | Add +32.4% | 17,110 | $9.9M |
| Marathon Strategic Advisors, LLC | 10.39% | Reduce -4.4% | 17,044 | $9.8M |
| Eaton Financial Holdings Company, LLC | 4.00% | — | 17,021 | $9.8M |
| Pachira Investments Inc. | 7.55% | Reduce -2.2% | 16,991 | $9.8M |
| RCS Financial Planning, LLC | 5.41% | Reduce -7.2% | 16,889 | $9.7M |
| London Co. of Virginia | 0.05% | Reduce -55.9% | 16,861 | $9.7M |
| Arrien Investments, Inc. | 7.01% | Reduce -3.1% | 16,835 | $9.7M |
| SageView Advisory Group, LLC | 0.49% | Reduce -23.5% | 16,809 | $9.7M |
| Doliver Advisors, LP | 2.65% | Reduce -0.5% | 16,754 | $9.7M |
| Fsa Wealth Partners, Inc. | 2.33% | Add +52.8% | 16,724 | $9.6M |
| Thoroughbred Financial Services, LLC | 0.62% | Add +17.5% | 16,644 | $9.6M |
| Sugar Maple Asset Management, LLC | 8.34% | Add +8.9% | 16,644 | $9.6M |
| Lanark Financial, Inc. | 0.81% | Reduce -12.9% | 16,641 | $9.6M |
| Kennicott Capital Management LLC | 3.67% | Add +2.8% | 16,594 | $9.6M |
| jvl associates llc | 3.67% | Add +3.5% | 16,523 | $9.5M |
| Boyd Wealth Management, LLC | 4.83% | Reduce -0.3% | 16,521 | $9.5M |
| Maia Wealth LLC | 2.34% | Add +7.4% | 16,288 | $9.5M |
| Capital Fund Management S.A. | 0.11% | New | 16,400 | $9.5M |
| MidAtlantic Capital Management, Inc. | 6.84% | Add +10.2% | 16,230 | $9.4M |
| Continuum Advisory, LLC | 1.20% | Reduce -1.0% | 15,699 | $9.4M |
| Asset Allocation & Management Company, LLC | 5.85% | Reduce -6.0% | 16,129 | $9.3M |
| Red Wave Investments LLC | 3.24% | Reduce -1.2% | 16,094 | $9.3M |
| TFB Advisors LLC | 2.76% | Add +128.1% | 16,094 | $9.3M |
| Geneva Partners, LLC | 4.01% | Add +1.9% | 16,065 | $9.3M |
| Commonwealth Retirement Investments LLC | 3.85% | Add +1.1% | 15,927 | $9.2M |
| Community Financial Services Group, LLC | 1.88% | Reduce -3.2% | 15,887 | $9.2M |
| My Legacy Advisors, LLC | 3.62% | Reduce -24.2% | 15,887 | $9.2M |
| Plante Moran Financial Advisors, LLC | 0.78% | Add +1.4% | 15,840 | $9.1M |
| Lindbrook Capital, LLC | 0.81% | Add +134.3% | 15,838 | $9.1M |
| Chapin Davis, Inc. | 2.95% | Add +2.9% | 15,799 | $9.1M |
| Solstein Capital, LLC | 4.83% | New | 15,798 | $9.1M |
| Nixon Peabody Trust Co. | 0.76% | New | 15,783 | $9.1M |
| Northeast Financial Consultants Inc | 0.40% | Add +2.7% | 15,778 | $9.1M |
| MinichMacGregor Wealth Management, LLC | 1.95% | Reduce -2.9% | 15,776 | $9.1M |
| Ellevest, Inc. | 0.50% | Reduce -0.3% | 15,766 | $9.1M |
| University of Texas/Texas Am Investment Management Co. | 1.47% | Add +1.3% | 15,708 | $9.1M |
| Fulcrum Capital LLC | 1.97% | Reduce -42.3% | 15,660 | $9.0M |
| Glen Eagle Advisors, LLC | 1.52% | Reduce -0.6% | 15,586 | $9.0M |
| Leuthold Group, LLC | 1.00% | Reduce -1.2% | 15,569 | $9.0M |
| DAVENPORT & Co LLC | 0.05% | Add +3.0% | 15,521 | $9.0M |
| Meridian Financial Advisors, LLC | 5.97% | Reduce -2.4% | 15,504 | $8.9M |
| Regimen Wealth, LLC | 2.89% | Reduce -0.5% | 15,482 | $8.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.25% | Add +10.3% | 15,449 | $8.9M |
| Clear Investment Research, LLC | 11.57% | Reduce -5.7% | 15,415 | $8.9M |
| Private Advisory Group LLC | 1.12% | Add +2.0% | 15,358 | $8.9M |
| Cardiff Park Advisors, LLC | 0.80% | Reduce -0.8% | 15,346 | $8.9M |
| Forum Private Client Group LLC | 3.93% | Add +0.1% | 15,321 | $8.8M |
| Yelin Lapidot Holdings Management Ltd. | 1.46% | Add +0.8% | 15,320 | $8.8M |
| Salomon & Ludwin, LLC | 0.89% | Reduce -5.3% | 15,169 | $8.7M |
| Red Cedar Investment Management, LLC | 1.11% | Reduce -8.8% | 15,130 | $8.7M |
| Fernwood Investment Management, LLC | 2.85% | Reduce -39.8% | 15,128 | $8.7M |
| Nepc LLC | 0.26% | No change | 15,127 | $8.7M |
| MBE Wealth Management, LLC | 4.81% | Reduce -4.5% | 15,104 | $8.7M |
| SOL Capital Management CO | 0.96% | Reduce -3.6% | 15,063 | $8.7M |
| Old Port Advisors | 2.41% | Add +7.4% | 15,027 | $8.7M |
| Michelson Medical Research Foundation, Inc. | 6.09% | No change | 14,989 | $8.6M |
| Integrated Investment Consultants, LLC | 1.88% | Reduce -5.1% | 14,960 | $8.6M |
| Steigerwald, Gordon & Koch Inc. | 0.94% | Add +0.5% | 14,911 | $8.6M |
| Atlantic Edge Private Wealth Management, LLC | 2.62% | Add +1.6% | 14,906 | $8.6M |
| Fidato Wealth LLC | 6.91% | Reduce -3.3% | 14,905 | $8.6M |
| Wall Street Financial Group, Inc. | 9.05% | Add +80.8% | 14,882 | $8.6M |
| Summit Trail Advisors, LLC | 0.21% | Add +14.7% | 14,803 | $8.5M |
| Calamos Advisors LLC | 0.06% | Reduce -0.9% | 14,802 | $8.5M |
| Signal Advisors Wealth, LLC | 1.22% | Add +1623.9% | 14,739 | $8.5M |
| Strategic Wealth Partners, Ltd. | 0.82% | Reduce -9.7% | 14,737 | $8.5M |
| Campion Asset Management | 6.24% | Add +10.9% | 14,723 | $8.5M |
| First Heartland Consultants, Inc. | 0.91% | Add +2.5% | 14,666 | $8.5M |
| Legacy Capital Wealth Partners, LLC | 1.69% | Reduce -1.0% | 14,636 | $8.4M |
| Claro Advisors Inc. | 1.09% | Add +7.7% | 14,602 | $8.4M |
| Canvas Wealth Advisors, LLC | 2.32% | Add +13.2% | 14,550 | $8.4M |
| Moors & Cabot, Inc. | 0.42% | Add +3.1% | 14,529 | $8.4M |
| Beacon Bridge Wealth Partners, LLC | 3.59% | Add +6.3% | 14,496 | $8.4M |
| BIP Wealth, LLC | 0.57% | Add +7.5% | 14,483 | $8.4M |
| Westfuller Advisors, LLC | 5.99% | — | 14,465 | $8.3M |
| West Bancorporation Inc. | 5.56% | Add +18.7% | 14,458 | $8.3M |
| Edgestream Partners, L.P. | 0.37% | Add +15.4% | 14,453 | $8.3M |
| KWB Wealth | 1.08% | Add +0.5% | 15,141 | $8.3M |
| 9258 Wealth Management, LLC | 1.22% | Reduce -0.1% | 14,353 | $8.3M |
| Cornerstone Advisors, LLC | 0.33% | New | 14,300 | $8.2M |
| Jaffetilchin Investment Partners, LLC | 0.62% | Reduce -1.6% | 14,225 | $8.2M |
| Quent Capital, LLC | 0.83% | Add +0.0% | 14,220 | $8.2M |
| Financial Advocates Investment Management | 0.46% | Reduce -10.0% | 18,636 | $8.2M |
| Equita Financial Network, Inc. | 2.95% | Reduce -3.5% | 14,018 | $8.1M |
| Fortis Capital Advisors, LLC | 2.70% | Add +685.3% | 14,001 | $8.1M |
| NatWest Group plc | 2.39% | No change | 13,991 | $8.1M |
| Nations Financial Group Inc, /Ia/ | 0.58% | Add +7.7% | 13,950 | $8.0M |
| Avid Wealth Partners LLC | 5.67% | Add +12.7% | 13,902 | $8.0M |
| White Pine Capital LLC | 2.74% | Add +3.8% | 13,881 | $8.0M |
| Transform Wealth, LLC | 0.53% | Add +1.2% | 13,876 | $8.0M |
| Okabena Investment Services Inc. | 2.26% | Add +16.8% | 13,873 | $8.0M |
| waypoint wealth counsel | 5.41% | Add +3.0% | 13,837 | $8.0M |
| Awm Capital, LLC | 0.96% | Add +23.4% | 13,716 | $7.9M |
| GeoWealth Management, LLC | 0.28% | Add +1.2% | 13,672 | $7.9M |
| Ausdal Financial Partners, Inc. | 0.82% | Add +10.2% | 13,648 | $7.9M |
| Abacus Planning Group, Inc. | 1.41% | Add +0.2% | 13,624 | $7.9M |
| Carnegie Investment Counsel | 0.23% | Reduce -1.8% | 13,495 | $7.8M |
| MSH Capital Advisors LLC | 2.38% | Reduce -3.9% | 13,475 | $7.8M |
| Instrumental Wealth, LLC | 7.56% | Add +1.3% | 13,209 | $7.8M |
| Sunburst Financial Group, LLC | 1.96% | Reduce -3.8% | 13,427 | $7.7M |
| TRUE Private Wealth Advisors | 0.92% | Reduce -22.6% | 13,416 | $7.7M |
| GM Advisory Group, LLC | 0.46% | Add +4.6% | 13,368 | $7.7M |
| Patten Group, Inc. | 1.71% | Add +0.1% | 13,365 | $7.7M |
| Confluence Wealth Services, Inc. | 0.56% | Reduce -6.1% | 13,327 | $7.7M |
| Garrison Point Advisors, LLC | 4.75% | Add +14.9% | 13,307 | $7.7M |
| Wedmont Private Capital | 0.44% | Add +2.4% | 13,404 | $7.6M |
| Jacobi Capital Management LLC | 0.58% | Add +50.0% | 13,235 | $7.6M |
| Eagle Strategies LLC | 1.38% | Reduce -5.6% | 13,201 | $7.6M |
| Power Wealth Management LLC | 3.25% | Reduce -9.2% | 13,196 | $7.6M |
| New Potomac Partners, LLC | 3.91% | Reduce -4.9% | 13,192 | $7.6M |
| Trust Co. of Vermont | 0.38% | Add +11.2% | 13,187 | $7.6M |
| MY Wealth Management Inc. | 7.71% | Add +0.3% | 13,176 | $7.6M |
| Flower City Capital | 4.43% | Reduce -0.5% | 13,082 | $7.5M |
| Whalerock Point Partners, LLC | 1.86% | Add +3.7% | 13,061 | $7.5M |
| Maripau Wealth Management LLC | 6.52% | Reduce -12.1% | 13,052 | $7.5M |
| GFS Advisors, LLC | 1.60% | Reduce -87.2% | 13,030 | $7.5M |
| Trust Point Inc. | 0.56% | Add +0.5% | 13,000 | $7.5M |
| Heritage Family Offices, LLP | 3.87% | Reduce -7.6% | 13,000 | $7.5M |
| Avestar Capital, LLC | 0.82% | Reduce -1.4% | 12,985 | $7.5M |
| Sapient Capital LLC | 0.15% | Reduce -0.3% | 12,951 | $7.5M |
| Kingfisher Capital LLC | 1.72% | Reduce -5.7% | 12,949 | $7.5M |
| Shelter Mutual Insurance Co | 1.78% | Reduce -9.3% | 12,460 | $7.5M |
| Montis Financial, LLC | 2.65% | Add +3403.0% | 12,926 | $7.5M |
| Atlantic Union Bankshares Corp | 0.43% | Add +19.3% | 12,831 | $7.4M |
| Roundview Capital LLC | 0.54% | Add +2.9% | 12,822 | $7.4M |
| Bulltick Wealth Management, LLC | 1.83% | Add +547.2% | 12,769 | $7.4M |
| NewEdge Wealth, LLC | 0.13% | Add +15.5% | 12,717 | $7.3M |
| Heritage Wealth Partners, LLC | 8.59% | Reduce -23.4% | 12,661 | $7.3M |
| Certus Wealth Management, LLC | 5.08% | Add +22.0% | 12,657 | $7.3M |
| Quadcap Wealth Management, LLC | 1.14% | Reduce -1.5% | 12,651 | $7.3M |
| Atom Investors LP | 0.76% | No change | 12,630 | $7.3M |
| Nelson Capital Management, LLC | 1.22% | Add +1.8% | 12,597 | $7.3M |
| Transamerica Financial Advisors, LLC | 0.70% | New | 12,517 | $7.2M |
| Dogwood Wealth Management LLC | 4.13% | No change | 12,461 | $7.2M |
| Smartleaf Asset Management LLC | 0.87% | Add +10.0% | 12,502 | $7.2M |
| Sterling Financial Planning, Inc. | 2.64% | Reduce -0.6% | 12,435 | $7.2M |
| Etesian Wealth Advisors, Inc. | 3.24% | Add +84.3% | 12,423 | $7.2M |
| Joel Isaacson & Co., LLC | 0.34% | Add +1.5% | 12,408 | $7.2M |
| C2C Wealth Management, LLC | 6.65% | Add +1.7% | 12,500 | $7.1M |
| Cooper Financial Group | 0.92% | Reduce -10.5% | 12,347 | $7.1M |
| Busey Bank | 0.23% | Add +5.2% | 12,347 | $7.1M |
| Arcus Capital Partners, LLC | 2.58% | Reduce -31.0% | 12,335 | $7.1M |
| Raleigh Capital Management Inc. | 2.74% | Reduce -4.9% | 12,330 | $7.1M |
| W Advisors, LLC | 4.37% | Add +2.3% | 12,294 | $7.1M |
| Arete Wealth Advisors, LLC | 0.61% | Reduce -39.9% | 12,327 | $7.1M |
| Strata Wealth Advisors, LLC | 2.28% | Reduce -2.4% | 12,268 | $7.1M |
| Bedel Financial Consulting, Inc. | 1.00% | Add +3.9% | 12,257 | $7.1M |
| Catalina Capital Group, LLC | 2.40% | Add +2.2% | 12,243 | $7.1M |
| Money Concepts Capital Corp. | 0.54% | Add +6.0% | 12,241 | $7.1M |
| Annex Advisory Services, LLC | 0.23% | Reduce -1.7% | 12,210 | $7.0M |
| Wealth Advisors of Iowa, LLC | 3.58% | New | 12,199 | $7.0M |
| Interchange Capital Partners, LLC | 2.50% | Reduce -4.8% | 12,186 | $7.0M |
| NovaPoint Capital, LLC | 2.18% | Add +36.9% | 12,185 | $7.0M |
| WASHINGTON TRUST Co | 0.25% | Reduce -2.7% | 12,171 | $7.0M |
| Aletheian Wealth Advisors LLC | 4.09% | Reduce -30.6% | 12,135 | $7.0M |
| Stephens Inc. | 0.10% | Add +19.9% | 12,121 | $7.0M |
| Trust Co | 0.84% | Add +0.2% | 12,087 | $7.0M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -4.7% | 12,080 | $7.0M |
| Advisor Resource Council | 3.14% | New | 11,985 | $6.9M |
| TCI Wealth Advisors, Inc. | 0.58% | Reduce -1.4% | 11,977 | $6.9M |
| New Century Financial Group, LLC | 2.53% | Add +1.5% | 11,972 | $6.9M |
| Carolinas Wealth Consulting LLC | 1.25% | Reduce -0.7% | 11,971 | $6.9M |
| Selective Wealth Management, Inc. | 2.86% | Reduce -3.9% | 11,945 | $6.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.9% | 11,913 | $6.9M |
| Mechanics Financial Corp | 3.00% | Add +6.6% | 11,887 | $6.9M |
| Sterling Investment Counsel, LLC | 2.44% | Reduce -0.0% | 11,875 | $6.8M |
| Mission Creek Capital Partners, Inc. | 1.59% | Add +0.0% | 11,869 | $6.8M |
| HBK Sorce Advisory LLC | 0.21% | Reduce -0.8% | 11,842 | $6.8M |
| Cutler Investment Counsel LLC | 0.86% | Reduce -13.7% | 11,810 | $6.8M |
| KCM Investment Advisors LLC | 0.23% | Reduce -0.3% | 11,793 | $6.8M |
| Meridian Financial Partners LLC | 3.43% | Add +11.3% | 11,762 | $6.8M |
| Symphony Financial, Ltd. Co. | 1.12% | Add +3.9% | 11,836 | $6.8M |
| Pittenger & Anderson Inc. | 0.25% | Add +1.9% | 11,746 | $6.8M |
| Ridgecrest Wealth Partners, LLC | 3.51% | Reduce -2.6% | 11,679 | $6.7M |
| Koss-Olinger Consulting, LLC | 0.58% | Add +0.4% | 11,666 | $6.7M |
| 1834 Investment Advisors Co. | 0.78% | Reduce -1.1% | 11,658 | $6.7M |
| O'Connor Financial Group LLC | 3.53% | Reduce -9.3% | 11,651 | $6.7M |
| Retirement Planning Group, LLC | 0.37% | Add +177.1% | 11,635 | $6.7M |
| Keystone Financial Group | 0.86% | New | 11,621 | $6.7M |
| GTS Securities LLC | 0.13% | Reduce -61.3% | 11,615 | $6.7M |
| Westmount Partners, LLC | 1.99% | Add +0.5% | 11,492 | $6.6M |
| Argent Financial Group, Inc. | 0.79% | — | 11,480 | $6.6M |
| LifePlan Investment Advisors, Inc. | 4.23% | Add +2.4% | 11,479 | $6.6M |
| Strategy Asset Managers LLC | 1.27% | Add +30.4% | 11,429 | $6.6M |
| Barrett & Company, Inc. | 2.84% | Add +0.1% | 11,379 | $6.6M |
| Burke & Herbert Bank & Trust Co. | 1.53% | Reduce -1.0% | 11,370 | $6.6M |
| Norden Group LLC | 0.77% | Add +455.8% | 11,333 | $6.5M |
| Ironwood Investment Counsel, LLC | 1.08% | Add +0.9% | 11,288 | $6.5M |
| Emerald Advisors, LLC | 0.94% | Add +1.3% | 11,017 | $6.5M |
| Bfsg, LLC | 0.75% | Reduce -5.1% | 11,197 | $6.5M |
| Hilltop National Bank | 1.96% | Reduce -1.4% | 11,172 | $6.4M |
| Carrera Capital Advisors | 1.57% | Add +5.0% | 11,145 | $6.4M |
| Able Wealth Management LLC | 4.87% | Add +1.3% | 11,141 | $6.4M |
| Lake Street Private Wealth, LLC | 1.04% | Reduce -11.7% | 11,132 | $6.4M |
| Tempus Wealth Planning, LLC | 2.35% | Reduce -5.1% | 11,117 | $6.4M |
| Graves Light Lenhart Wealth, Inc. | 0.79% | Reduce -0.1% | 11,097 | $6.4M |
| Index Fund Advisors, Inc. | 0.34% | Reduce -0.3% | 11,085 | $6.4M |
| Curated Wealth Partners LLC | 0.82% | Add +1.3% | 11,076 | $6.4M |
| Gen-Wealth Partners Inc | 2.79% | Add +6.7% | 10,951 | $6.4M |
| BlueChip Wealth Advisors LLC | 3.32% | Add +6.4% | 11,006 | $6.3M |
| Astoria Strategic Wealth, Inc. | 1.86% | Reduce -2.5% | 11,003 | $6.3M |
| Nicolet Bankshares Inc. | 1.28% | Reduce -0.0% | 10,980 | $6.3M |
| Ethos Financial Group, LLC | 1.05% | Add +2.1% | 10,966 | $6.3M |
| Cadent Capital Advisors, LLC | 2.14% | Reduce -7.5% | 10,931 | $6.3M |
| National Wealth Management Group, LLC | 4.27% | Add +12.5% | 10,917 | $6.3M |
| Salem Investment Counselors Inc. | 0.19% | Add +5.3% | 10,793 | $6.2M |
| Clearstead Trust, LLC | 1.49% | Add +6.8% | 10,774 | $6.2M |
| Polen Capital Management LLC | 0.02% | New | 10,746 | $6.2M |
| BBJS Financial Advisors, LLC | 2.21% | Add +0.1% | 10,729 | $6.2M |
| Daymark Wealth Partners, LLC | 0.26% | Add +1.1% | 10,724 | $6.2M |
| Nilsine Partners, LLC | 0.80% | Reduce -1.0% | 10,674 | $6.2M |
| JT Stratford LLC | 1.06% | Reduce -3.7% | 10,669 | $6.2M |
| Sound Income Strategies, LLC | 0.40% | Add +3.4% | 10,657 | $6.1M |
| Forte Asset Management LLC | 3.27% | Add +1.2% | 10,630 | $6.1M |
| Houlihan Financial Resource Group, Ltd. | 2.54% | New | 10,628 | $6.1M |
| Rede Wealth, LLC | 2.33% | Add +0.7% | 10,572 | $6.1M |
| Flagship Harbor Advisors, LLC | 0.33% | Add +0.5% | 10,568 | $6.1M |
| Compass Ion Advisors, LLC | 0.75% | Add +27.5% | 10,567 | $6.1M |
| Compagnie Lombard Odier SCmA | 0.09% | Add +7.0% | 10,548 | $6.1M |
| FLC Capital Advisors | 1.40% | Reduce -1.0% | 10,527 | $6.1M |
| Financial Management Professionals, Inc. | 0.75% | Add +10395.0% | 10,495 | $6.1M |
| Moloney Securities Asset Management, LLC | 0.82% | Reduce -2.7% | 10,494 | $6.1M |
| Strategies Wealth Advisors, LLC | 0.81% | Reduce -2.3% | 10,481 | $6.0M |
| Badgley Phelps Wealth Managers, LLC | 0.14% | Reduce -3.8% | 10,437 | $6.0M |
| Twin Focus Capital Partners, LLC | 0.95% | Add +0.6% | 10,431 | $6.0M |
| Smart Money Group LLC | 2.13% | Add +0.1% | 10,463 | $6.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.51% | Add +7.0% | 10,313 | $5.9M |
| CM Wealth Advisors LLC | 1.92% | Add +19.3% | 10,298 | $5.9M |
| Three Seasons Wealth, LLC | 3.12% | Add +0.1% | 10,285 | $5.9M |
| Idaho Trust Co | 2.86% | Reduce -7.4% | 10,285 | $5.9M |
| Stonebridge Financial Planning Group, LLC | 2.82% | Reduce -0.8% | 10,257 | $5.9M |
| Quartz Partners, LLC | 3.70% | — | 10,231 | $5.9M |
| Cypress Capital, LLC | 1.52% | Add +4.7% | 10,193 | $5.9M |
| Essex Bank | 1.46% | Add +169.4% | 10,166 | $5.9M |
| Essential Planning, LLC. | 2.40% | Reduce -1.6% | 10,155 | $5.9M |
| S.A. Mason LLC | 3.10% | Reduce -3.9% | 10,139 | $5.8M |
| Brass Tax Wealth Management, Inc. | 1.25% | Reduce -6.9% | 10,133 | $5.8M |
| ICONIQ Capital, LLC | 0.13% | Reduce -11.8% | 10,122 | $5.8M |
| Callan Capital, LLC | 0.41% | Add +0.4% | 10,106 | $5.8M |
| Alliance Wealth Advisors, LLC | 1.53% | Add +10.5% | 10,078 | $5.8M |
| PFS Partners, LLC | 3.34% | Reduce -1.3% | 10,068 | $5.8M |
| New York Life Investment Management LLC | 0.06% | New | 10,009 | $5.8M |
| Optivise Advisory Services LLC | 3.04% | Add +1.1% | 10,009 | $5.8M |
| Eagle Bay Advisors LLC | 2.21% | Reduce -16.3% | 9,989 | $5.8M |
| Platform Technology Partners | 1.81% | Add +8.7% | 9,961 | $5.7M |
| James J. Burns & Company, LLC | 1.04% | Reduce -0.6% | 9,929 | $5.7M |
| Lakeridge Wealth Management LLC | 3.14% | Add +1.3% | 9,912 | $5.7M |
| First National Bank of Omaha | 0.36% | No change | 9,866 | $5.7M |
| GPS Wealth Strategies Group, LLC | 0.76% | Add +31.9% | 9,858 | $5.7M |
| Landmark Wealth Management, LLC | 2.46% | New | 9,803 | $5.7M |
| Quad-Cities Investment Group, LLC | 2.84% | Reduce -2.8% | 9,780 | $5.6M |
| Motco | 0.56% | Reduce -6.4% | 9,770 | $5.6M |
| Affiance Financial, LLC | 1.36% | Reduce -5.9% | 9,746 | $5.6M |
| Level Four Advisory Services, LLC | 0.24% | Add +17.9% | 9,833 | $5.6M |
| Morling Financial Advisors, LLC | 2.14% | Add +0.0% | 9,718 | $5.6M |
| HTLF Bank | 0.61% | Reduce -5.3% | 9,692 | $5.6M |
| Brand Asset Management Group, Inc. | 2.18% | Reduce -3.5% | 9,658 | $5.6M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +5.3% | 9,656 | $5.6M |
| GSG Advisors LLC | 1.84% | Reduce -3.0% | 9,747 | $5.6M |
| Guyasuta Investment Advisors Inc. | 0.34% | Add +21.6% | 9,652 | $5.6M |
| LVZ, Inc. | 0.71% | Reduce -4.9% | 9,629 | $5.6M |
| Coppell Advisory Solutions LLC | 0.82% | Reduce -2.3% | 9,661 | $5.5M |
| Cornerstone Partners Capital Management, LLC | 10.90% | Reduce -93.1% | 9,597 | $5.5M |
| New Millennium Group LLC | 3.57% | Add +104.2% | 9,573 | $5.5M |
| Rothschild Wealth LLC | 1.65% | Add +21.4% | 56,213 | $5.5M |
| BCU Wealth Advisors, LLC | 3.28% | Reduce -1.5% | 9,543 | $5.5M |
| Truefg, LLC | 1.80% | Add +1.3% | 9,537 | $5.5M |
| Olde Wealth Management, LLC | 1.96% | Reduce -0.5% | 9,482 | $5.5M |
| Bray Capital Advisors | 1.34% | Reduce -9.7% | 9,473 | $5.5M |
| Larson Financial Group LLC | 0.31% | Add +2.1% | 9,472 | $5.5M |
| Peak Asset Management, LLC | 1.03% | Reduce -2.6% | 9,434 | $5.4M |
| West Branch Capital LLC | 1.88% | Add +6.6% | 9,415 | $5.4M |
| Shoker Investment Counsel, Inc. | 1.83% | Reduce -2.4% | 9,410 | $5.4M |
| Debussy Capital Management LP | 1.57% | Reduce -27.5% | 9,396 | $5.4M |
| Brady Family Wealth, LLC | 1.63% | Add +2.5% | 9,388 | $5.4M |
| Chesapeake Wealth Management | 1.85% | Add +58.2% | 9,381 | $5.4M |
| Steph & Co. | 1.72% | No change | 9,379 | $5.4M |
| Beacon Bank & Trust | 1.26% | Reduce -1.8% | 9,325 | $5.4M |
| Successful Portfolios LLC | 3.64% | Add +2.5% | 9,318 | $5.4M |
| Pinnacle Bancorp, Inc. | 1.43% | Add +15.7% | 9,302 | $5.4M |
| Wooster Corthell Wealth Management, Inc. | 1.14% | Reduce -5.3% | 9,258 | $5.3M |
| Wealthgarden F.S. LLC | 5.19% | Reduce -10.7% | 9,256 | $5.3M |
| Vise Technologies, Inc. | 0.68% | Reduce -6.3% | 9,229 | $5.3M |
| Semus Wealth Partners LLC | 3.72% | Add +7.3% | 9,215 | $5.3M |
| FDx Advisors, Inc. | 1.45% | Reduce -3.2% | 9,207 | $5.3M |
| Luken Investment Analytics, LLC | 2.43% | Add +27.8% | 9,179 | $5.3M |
| Vawter Financial, Ltd. | 3.21% | Add +2.1% | 9,121 | $5.3M |
| Annapolis Financial Services, LLC | 1.56% | Reduce -5.5% | 9,108 | $5.3M |
| Sonoma Private Wealth LLC | 8.17% | Reduce -0.2% | 9,095 | $5.2M |
| Meridian Wealth Partners, LLC | 0.81% | Reduce -4.4% | 9,061 | $5.2M |
| Defined Wealth Management, LLC | 3.38% | No change | 9,035 | $5.2M |
| NFSG Corp | 1.82% | Add +35.3% | 9,011 | $5.2M |
| TCTC Holdings, LLC | 0.18% | Reduce -0.6% | 8,970 | $5.2M |
| Brown Miller Wealth Management, LLC | 2.01% | Add +19.9% | 8,967 | $5.2M |
| Private Wealth Partners, LLC | 0.41% | Reduce -0.9% | 8,962 | $5.2M |
| Nicholas Hoffman & Company, LLC. | 0.22% | Add +6.1% | 8,944 | $5.2M |
| EFG Asset Management (Americas) Corp. | 1.01% | Reduce -5.4% | 8,927 | $5.1M |
| Ayalon Insurance Comp Ltd. | 1.60% | Add +20.8% | 8,888 | $5.1M |
| Sfm, LLC | 3.82% | Reduce -1.5% | 8,844 | $5.1M |
| Fiduciary Group, LLC | 0.52% | Reduce -0.5% | 8,842 | $5.1M |
| Galvin, Gaustad & Stein, LLC | 0.46% | Add +37.5% | 8,832 | $5.1M |
| Financial Council, LLC | 2.65% | Reduce -1.0% | 8,828 | $5.1M |
| Quadrant Private Wealth Management, LLC | 1.26% | Add +28.4% | 8,787 | $5.1M |
| Kwmg, LLC | 0.51% | Reduce -0.8% | 8,767 | $5.1M |
| BOS Asset Management, LLC | 1.87% | No change | 8,748 | $5.0M |
| Goepper Burkhardt LLC | 2.08% | Add +7.8% | 8,746 | $5.0M |
| Moneda S.A. Administradora General de Fondos | 4.15% | No change | 8,700 | $5.0M |
| Quadrature Capital Ltd | 0.11% | New | 8,619 | $5.0M |
| Clayton Financial Group LLC | 1.84% | Add +5.0% | 8,543 | $4.9M |
| Banque Pictet & Cie SA | 0.05% | No change | 8,537 | $4.9M |
| Peterson Wealth Advisors, LLC | 0.93% | Reduce -1.2% | 8,516 | $4.9M |
| Allen Capital Group, LLC | 0.62% | Reduce -1.7% | 8,496 | $4.9M |
| Presidio Capital Management, LLC | 3.13% | Reduce -8.4% | 8,480 | $4.9M |
| Archvest Wealth Advisors, Inc. | 3.09% | Add +11.9% | 8,429 | $4.9M |
| ZWJ Investment Counsel Inc. | 0.20% | Reduce -21.2% | 8,365 | $4.8M |
| Forum Financial Management, LP | 0.08% | Add +3.2% | 8,353 | $4.8M |
| NBT Bank, N.A. | 0.32% | Add +1.3% | 8,330 | $4.8M |
| Tyche Wealth Partners LLC | 1.09% | Add +3.1% | 8,326 | $4.8M |
| Stockman Wealth Management, Inc. | 0.75% | Reduce -0.5% | 8,322 | $4.8M |
| Redhawk Wealth Advisors, Inc. | 0.69% | Reduce -5.0% | 8,321 | $4.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.65% | Reduce -6.0% | 8,318 | $4.8M |
| Jane Street Group, LLC | 0.01% | Reduce -48.0% | 8,302 | $4.8M |
| Seven Springs Wealth Group, LLC | 1.78% | No change | 8,281 | $4.8M |
| Ewa, LLC | 1.70% | Add +1134.0% | 7,996 | $4.8M |
| Transcendent Capital Group LLC | 2.44% | Reduce -23.8% | 8,253 | $4.8M |
| Legacy Advisory Services, LLC | 4.09% | Add +0.0% | 8,251 | $4.8M |
| Mitchell Capital Management Co. | 0.83% | Reduce -2.5% | 8,248 | $4.8M |
| Shorepath Capital Management LLC | 3.48% | Reduce -0.2% | 8,241 | $4.8M |
| Hutchens & Kramer Investment Management Group, LLC | 2.64% | Add +33.5% | 8,319 | $4.8M |
| Bear Mountain Capital, Inc. | 1.87% | No change | 8,132 | $4.7M |
| Blue Bell Private Wealth Management, LLC | 0.90% | Reduce -4.1% | 8,207 | $4.7M |
| 49 Wealth Management, LLC | 0.77% | Reduce -1.1% | 8,207 | $4.7M |
| Maiden Cove Capital, LLC | 7.37% | Reduce -6.5% | 8,197 | $4.7M |
| Manchester Capital Management LLC | 0.55% | Reduce -57.8% | 8,194 | $4.7M |
| Signet Financial Management, LLC | 0.60% | Reduce -0.7% | 8,175 | $4.7M |
| Stephen J. Garry & Associates, LLC | 4.48% | Reduce -1.7% | 8,174 | $4.7M |
| Measured Wealth Private Client Group, LLC | 1.58% | Reduce -1.9% | 8,171 | $4.7M |
| Raab & Moskowitz Asset Management LLC | 1.19% | Reduce -0.6% | 8,158 | $4.7M |
| Access Financial Services, Inc. | 2.16% | No change | 8,153 | $4.7M |
| FAS Wealth Partners, Inc. | 0.37% | Add +43.1% | 8,132 | $4.7M |
| Leo Wealth, LLC | 0.43% | Reduce -5.3% | 8,122 | $4.7M |
| Lifeworks Advisors, LLC | 0.92% | Add +273.2% | 8,087 | $4.7M |
| Franklin, Parlapiano, Turner & Welch, LLC | 1.21% | No change | 8,087 | $4.7M |
| Wintrust Investments LLC | 3.44% | Reduce -90.0% | 8,067 | $4.7M |
| Schmidt P J Investment Management Inc. | 0.80% | Reduce -1.1% | 8,061 | $4.6M |
| Boston Family Office LLC | 0.31% | Reduce -0.1% | 8,034 | $4.6M |
| Asset Planning Corporation | 3.02% | Add +1.1% | 8,020 | $4.6M |
| WJ Wealth Management, LLC | 1.63% | Add +4.3% | 8,002 | $4.6M |
| Stokes Family Office, LLC | 0.50% | Reduce -1.9% | 8,000 | $4.6M |
| Jamison Private Wealth Management, Inc. | 0.70% | Add +9.3% | 7,953 | $4.6M |
| Ridgepath Capital Management LLC | 3.65% | Add +60.7% | 7,943 | $4.6M |
| VestGen Investment Management | 1.28% | Reduce -2.6% | 7,937 | $4.6M |
| Paces Ferry Wealth Advisors, LLC | 2.62% | Add +4.9% | 7,902 | $4.6M |
| Ellis Investment Partners, LLC | 0.89% | Reduce -5.0% | 7,896 | $4.6M |
| Journey Advisory Group, LLC | 0.54% | No change | 8,290 | $4.5M |
| Aufman Associates Inc | 2.91% | Add +10.2% | 7,855 | $4.5M |
| VitalStone Financial, LLC | 3.09% | Add +0.4% | 7,853 | $4.5M |
| Dana Investment Advisors, Inc. | 0.15% | Add +2.3% | 7,851 | $4.5M |
| Magnus Financial Group LLC | 0.46% | Reduce -1.6% | 7,842 | $4.5M |
| Bluespring Wealth Management, LLC | 0.45% | Reduce -4.9% | 7,834 | $4.5M |
| Colonial River Investments, LLC | 2.23% | Add +0.5% | 7,801 | $4.5M |
| M3 Advisory Group, LLC | 3.30% | Add +6.3% | 7,791 | $4.5M |
| Everpar Advisors LLC | 2.32% | Add +19.4% | 7,787 | $4.5M |
| Lincoln Capital Corp. | 1.83% | Reduce -1.9% | 7,760 | $4.5M |
| Auxano Advisors, LLC | 1.15% | Add +0.0% | 7,724 | $4.5M |
| Weaver Consulting Group | 1.41% | Reduce -0.9% | 7,703 | $4.4M |
| Intelligence Driven Advisers, LLC | 0.64% | Reduce -0.1% | 7,702 | $4.4M |
| Dentgroup LLC | 3.32% | Reduce -1.1% | 7,699 | $4.4M |
| Sage Capital Advisors,llc | 1.15% | Add +4.7% | 7,671 | $4.4M |
| Old Mission Investment Co LLC | 1.36% | Reduce -1.8% | 7,661 | $4.4M |
| Nemes Rush Group LLC | 0.64% | Add +17.7% | 8,404 | $4.4M |
| MRP Capital Investments, LLC | 4.20% | Reduce -11.8% | 7,647 | $4.4M |
| Triumph Capital Management | 1.57% | Reduce -0.9% | 7,638 | $4.4M |
| HUB Investment Partners, LLC | 0.19% | Reduce -69.0% | 7,620 | $4.4M |
| Cassaday & Co Wealth Management LLC | 0.12% | Add +0.3% | 7,596 | $4.4M |
| Zega Financial, LLC | 1.44% | Reduce -1.4% | 7,589 | $4.4M |
| Northeast Investment Management | 0.20% | No change | 7,585 | $4.4M |
| QRG Capital Management, Inc. | 0.05% | Add +4.4% | 7,569 | $4.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +110.9% | 7,557 | $4.4M |
| Ruggaard & Associates LLC | 1.90% | Add +1.5% | 7,554 | $4.4M |
| Stegner Investment Associates Inc. | 2.96% | Reduce -3.4% | 7,549 | $4.4M |
| Hollow Brook Wealth Management LLC | 1.29% | No change | 7,548 | $4.4M |
| AA Financial Advisors, LLC | 1.26% | Add +3.2% | 7,543 | $4.4M |
| Schorn Wealth LLC | 1.48% | Add +4.3% | 7,540 | $4.3M |
| World Equity Group, Inc. | 1.56% | Reduce -5.2% | 7,485 | $4.3M |
| All Season Financial Advisors, Inc. | 3.67% | Reduce -6.8% | 7,470 | $4.3M |
| Pinion Investment Advisors, LLC | 1.79% | Add +181.0% | 7,412 | $4.3M |
| New England Private Wealth Advisors LLC | 0.69% | Add +0.1% | 7,408 | $4.3M |
| Portside Wealth Group, LLC | 0.73% | Reduce -1.8% | 7,401 | $4.3M |
| Elevated Capital Advisors, LLC | 1.13% | Reduce -17.1% | 7,390 | $4.3M |
| Rockwood Wealth Management, LLC | 0.47% | Reduce -9.4% | 7,362 | $4.2M |
| HM Payson & Co. | 0.07% | Add +2.1% | 7,359 | $4.2M |
| Insigneo Advisory Services, LLC | 0.43% | Add +31.8% | 7,350 | $4.2M |
| Northwest Investment Counselors, LLC | 0.96% | Add +1.3% | 7,347 | $4.2M |
| Gitterman Wealth Management, LLC | 1.77% | Add +1.8% | 7,344 | $4.2M |
| Geller Advisors LLC | 0.29% | Add +0.0% | 7,338 | $4.2M |
| Glassman Wealth Services | 0.72% | Reduce -2.6% | 7,333 | $4.2M |
| Intelligent Financial Strategies | 2.33% | Reduce -1.3% | 7,333 | $4.2M |
| Sei Investments Co. | 0.01% | Add +13.2% | 7,317 | $4.2M |
| Enterprise Bank & Trust Co | 1.36% | Add +4.5% | 7,301 | $4.2M |
| Edgemoor Investment Advisors, Inc. | 0.37% | Add +6.0% | 7,301 | $4.2M |
| WR Wealth Planners, LLC | 1.17% | Add +1.9% | 7,289 | $4.2M |
| Plum Street Advisors, LLC | 2.13% | Add +0.6% | 7,288 | $4.2M |
| Accelerate Investment Advisors LLC | 4.10% | — | 7,283 | $4.2M |
| Aaron Wealth Advisors LLC | 0.50% | Add +1.8% | 7,282 | $4.2M |
| Jackson, Grant Investment Advisers, Inc. | 1.57% | Reduce -0.6% | 7,275 | $4.2M |
| Madison Asset Management, LLC | 0.05% | Reduce -2.0% | 7,255 | $4.2M |
| BlueSky Wealth Advisors, LLC | 0.65% | Reduce -5.3% | 7,237 | $4.2M |
| Stone Summit Wealth LLC | 1.34% | Add +15.7% | 7,218 | $4.2M |
| Marietta Wealth Management, LLC | 0.60% | Reduce -0.6% | 7,203 | $4.2M |
| Gemmer Asset Management LLC | 0.41% | Reduce -2.6% | 7,188 | $4.1M |
| Sprinkle Financial Consultants LLC | 2.97% | Add +1.2% | 7,186 | $4.1M |
| Alterna Wealth Management, Inc. | 3.72% | Reduce -25.1% | 7,185 | $4.1M |
| Arlington Trust Co LLC | 0.90% | Add +15.6% | 7,170 | $4.1M |
| Stage Harbor Financial, LLC | 3.76% | Add +613.1% | 7,095 | $4.1M |
| Israel Discount Bank of New York | 6.13% | Reduce -24.1% | 7,148 | $4.1M |
| Merkkuri Wealth Advisors LLC | 3.25% | Reduce -17.0% | 7,133 | $4.1M |
| Lansing Street Advisors | 1.51% | Add +1.7% | 7,101 | $4.1M |
| Parkside Financial Bank & Trust | 0.57% | Reduce -5.0% | 7,095 | $4.1M |
| Personal Cfo Solutions, LLC | 0.57% | Add +0.5% | 7,091 | $4.1M |
| Rinkey Investments | 1.32% | Reduce -0.7% | 7,085 | $4.1M |
| RHS Financial, LLC | 2.05% | Reduce -0.5% | 7,074 | $4.1M |
| Foresight Capital Management Advisors, Inc. | 2.42% | Add +4.2% | 7,062 | $4.1M |
| Efficient Advisors, LLC | 0.26% | Reduce -8.4% | 7,051 | $4.1M |
| Forte Capital LLC | 0.46% | Reduce -12.8% | 7,042 | $4.1M |
| JTC Employer Solutions Trustee Ltd | 0.26% | Reduce -88.2% | 7,026 | $4.1M |
| Cornell Pochily Investment Advisors, Inc. | 1.40% | Add +1.7% | 6,991 | $4.0M |
| MIdWestOne Financial Group, Inc. | 0.56% | Add +0.6% | 6,989 | $4.0M |
| Oakwell Private Wealth Management, LLC | 1.16% | No change | 6,979 | $4.0M |
| CIC Wealth, LLC | 1.04% | Add +0.2% | 6,960 | $4.0M |
| Ascentis Independent Advisors | 0.63% | Add +22.9% | 6,956 | $4.0M |
| Beverly Hills Private Wealth, LLC | 0.82% | Reduce -6.4% | 6,954 | $4.0M |
| Uptick Partners, LLC | 1.70% | Add +19.9% | 6,949 | $4.0M |
| CoreFirst Bank & Trust | 2.31% | Add +0.1% | 6,936 | $4.0M |
| St. Johns Investment Management Company, LLC | 1.87% | Reduce -11.5% | 6,918 | $4.0M |
| Tudor Financial Inc. | 2.46% | — | 6,911 | $4.0M |
| Traynor Capital Management, Inc. | 0.32% | Reduce -3.9% | 6,878 | $4.0M |
| Newport Capital Group, LLC | 2.92% | Add +16.3% | 6,874 | $4.0M |
| Hohimer Wealth Management, LLC | 0.85% | Add +16.1% | 6,866 | $4.0M |
| Carret Asset Management, LLC | 0.43% | Add +3.0% | 6,864 | $4.0M |
| Strid Group, LLC | 0.60% | No change | 6,850 | $4.0M |
| Atlas Brown,Inc. | 1.37% | Add +11.2% | 6,842 | $3.9M |
| Cim, LLC | 0.57% | Reduce -0.1% | 6,820 | $3.9M |
| Premier Path Wealth Partners, LLC | 0.62% | Reduce -4.3% | 6,810 | $3.9M |
| Carmichael Hill & Associates, Inc. | 1.45% | Add +21.8% | 6,804 | $3.9M |
| Insight Advisors, LLC/ PA | 0.68% | Add +0.1% | 6,747 | $3.9M |
| Richard W. Paul & Associates, LLC | 1.40% | Add +0.1% | 6,742 | $3.9M |
| Zacks Investment Management | 0.03% | Add +43.3% | 6,712 | $3.9M |
| Facet Wealth, Inc. | 0.11% | Add +8.7% | 6,748 | $3.9M |
| Macroview Investment Management LLC | 3.77% | Add +2.9% | 6,679 | $3.9M |
| Davidson Trust Co. | 1.97% | Add +6.5% | 6,663 | $3.8M |
| WestHill Financial Advisors, Inc. | 0.86% | Reduce -0.7% | 6,652 | $3.8M |
| Sonata Capital Group Inc. | 1.62% | Add +0.8% | 6,634 | $3.8M |
| Tufton Capital Management | 0.72% | Add +21.2% | 6,626 | $3.8M |
| Harvey Capital Management Inc. | 0.96% | Reduce -0.1% | 6,624 | $3.8M |
| Straight Path Wealth Management | 1.64% | Add +0.1% | 6,608 | $3.8M |
| Renaissance Technologies | 0.01% | New | 6,600 | $3.8M |
| Birmingham Capital Management Co. Inc. | 1.38% | Reduce -2.4% | 6,593 | $3.8M |
| Vident Advisory, LLC | 0.10% | Add +15.9% | 6,586 | $3.8M |
| Romano Brothers and Company | 0.47% | Add +3.4% | 6,581 | $3.8M |
| Triune Financial Partners, LLC | 1.19% | Reduce -0.1% | 6,570 | $3.8M |
| Chilton Capital Management LLC | 0.16% | Add +28.3% | 6,566 | $3.8M |
| First United Bank & Trust | 1.36% | Reduce -0.4% | 6,559 | $3.8M |
| Clarkston Capital Partners, LLC | 0.07% | No change | 6,555 | $3.8M |
| Absolute Capital Management, LLC | 2.25% | Reduce -12.8% | 6,554 | $3.8M |
| Sepio Capital, LP | 0.29% | Add +90.5% | 6,553 | $3.8M |
| Cassady Schiller Wealth Management, LLC | 1.38% | No change | 6,534 | $3.8M |
| Trust Co of the South | 0.80% | No change | 6,528 | $3.8M |
| First Bancorp, Inc | 2.61% | Reduce -0.3% | 6,514 | $3.8M |
| Vontobel Holding Ltd. | 0.01% | Reduce -0.1% | 6,514 | $3.8M |
| Financial Gravity Companies, Inc. | 1.00% | — | 6,501 | $3.7M |
| WESPAC Advisors, LLC | 2.77% | Reduce -2.2% | 6,490 | $3.7M |
| Arista Wealth Management, LLC | 0.90% | Add +0.0% | 6,479 | $3.7M |
| Leeward Financial Partners, LLC | 1.41% | Add +6.2% | 6,471 | $3.7M |
| Investors Research Corp | 0.82% | Reduce -2.3% | 6,468 | $3.7M |
| Asset Dedication, LLC | 0.25% | Add +2.2% | 6,466 | $3.7M |
| Oldfather Financial Services, LLC | 1.43% | Reduce -0.4% | 6,462 | $3.7M |
| Smithbridge Asset Management Inc. | 0.64% | Reduce -4.8% | 6,460 | $3.7M |
| First County Bank | 1.84% | Reduce -17.2% | 6,455 | $3.7M |
| Hill Island Financial LLC | 1.12% | Add +0.7% | 6,417 | $3.7M |
| Gallagher Fiduciary Advisors, LLC | 0.75% | Add +69.8% | 6,404 | $3.7M |
| Security Benefit Life Insurance Co. | 1.89% | Reduce -25.6% | 6,400 | $3.7M |
| Condor Capital Management | 0.33% | Add +1.6% | 6,366 | $3.7M |
| Lion Street Advisors, LLC | 1.28% | Reduce -0.6% | 6,357 | $3.7M |
| Lyell Wealth Management, LP | 0.33% | Reduce -0.2% | 6,352 | $3.7M |
| Clifford Swan Investment Counsel LLC | 0.13% | Add +0.9% | 6,351 | $3.7M |
| Bison Wealth, LLC | 0.58% | Add +345.6% | 6,288 | $3.6M |
| First Trust Direct Indexing L.P. | 0.19% | Add +21.1% | 6,274 | $3.6M |
| Hemington Wealth Management | 0.97% | Add +11.7% | 6,315 | $3.6M |
| Fullcircle Wealth LLC | 1.60% | Reduce -13.6% | 6,127 | $3.6M |
| Independent Advisor Alliance | 0.13% | Reduce -5.3% | 6,190 | $3.6M |
| Mason & Associates, LLC | 1.09% | Reduce -0.3% | 6,188 | $3.6M |
| Pension & Wealth Management Advisors, Inc. | 1.83% | Reduce -1.0% | 6,182 | $3.6M |
| Empowered Funds, LLC | 0.06% | Reduce -10.8% | 6,110 | $3.5M |
| Financial Perspectives, Inc | 1.21% | Add +0.2% | 6,076 | $3.5M |
| Valley Wealth Managers, Inc. | 0.26% | Reduce -2.0% | 6,058 | $3.5M |
| McIlrath & Eck, LLC | 0.45% | Add +4.2% | 6,048 | $3.5M |
| Paladin Advisory Group, LLC | 2.57% | Add +5.6% | 6,046 | $3.5M |
| First Financial Bankshares Inc | 0.07% | Reduce -5.0% | 6,039 | $3.5M |
| Full Sail Capital, LLC | 0.22% | Reduce -0.0% | 6,015 | $3.5M |
| Warner Financial, Inc. | 1.53% | Add +0.2% | 5,999 | $3.5M |
| Goodman Financial Corp | 0.77% | Reduce -1.4% | 5,986 | $3.5M |
| Investment Partners, LTD. | 1.42% | Add +0.1% | 5,932 | $3.4M |
| Sage Financial Group Inc. | 0.28% | Reduce -1.2% | 5,923 | $3.4M |
| Legacy Financial Advisors, Inc. | 0.57% | Reduce -3.9% | 5,921 | $3.4M |
| Prudent Man Advisors, LLC | 1.13% | No change | 5,873 | $3.4M |
| First Business Financial Services, Inc. | 0.34% | No change | 5,873 | $3.4M |
| Banque Cantonale Vaudoise | 0.14% | Reduce -15.4% | 5,867 | $3.4M |
| WNY Asset Management, LLC | 0.40% | Reduce -0.7% | 5,868 | $3.4M |
| Aspire Private Capital, LLC | 0.81% | Add +1.2% | 5,866 | $3.4M |
| UNIVEST FINANCIAL Corp | 0.22% | Add +905.3% | 5,861 | $3.4M |
| Colony Family Offices, LLC | 1.05% | Add +35.3% | 5,847 | $3.4M |
| Rathbones Group PLC | 0.02% | Reduce -0.9% | 5,803 | $3.3M |
| Redwood Wealth Management Group, LLC | 1.65% | Reduce -2.6% | 5,776 | $3.3M |
| Fisher Asset Management | 0.00% | Reduce -4.6% | 5,769 | $3.3M |
| Concentric Wealth Management, LLC | 0.81% | Reduce -0.4% | 5,728 | $3.3M |
| Aspen Investment Management Inc | 1.54% | Reduce -0.2% | 5,727 | $3.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.68% | Add +4.3% | 5,722 | $3.3M |
| Evanson Asset Management, LLC | 0.23% | Add +7.5% | 5,715 | $3.3M |
| Tranquility Partners, LLC | 1.19% | Reduce -1.0% | 5,704 | $3.3M |
| Total Clarity Wealth Management, Inc. | 1.06% | Reduce -8.8% | 5,700 | $3.3M |
| Black Diamond Financial, LLC | 0.56% | Add +0.6% | 5,700 | $3.3M |
| Beacon Financial Advisory LLC | 1.12% | Reduce -4.9% | 5,688 | $3.3M |
| Koesten, Hirschmann & Crabtree, INC. | 1.91% | Reduce -9.8% | 5,670 | $3.3M |
| Harbour Capital Advisors, LLC | 0.75% | Reduce -0.1% | 5,610 | $3.3M |
| Centric Wealth Management | 0.86% | Add +5.0% | 5,473 | $3.3M |
| Topel & Distasi Wealth Management, LLC | 1.35% | No change | 5,630 | $3.2M |
| Mattern Wealth Management LLC | 0.71% | Reduce -10.4% | 5,629 | $3.2M |
| Peninsula Wealth, LLC | 0.57% | Add +18.7% | 5,539 | $3.2M |
| Thrive Wealth Management, LLC | 0.59% | Reduce -6.9% | 5,617 | $3.2M |
| Valley National Advisers Inc. | 0.58% | Reduce -32.9% | 5,614 | $3.2M |
| Frank, Rimerman Advisors LLC | 0.23% | No change | 5,609 | $3.2M |
| West Paces Advisors Inc. | 0.79% | Reduce -0.7% | 5,607 | $3.2M |
| Arcadia Investment Advisors LLC | 1.73% | Reduce -0.1% | 5,599 | $3.2M |
| Private Portfolio Partners LLC | 0.60% | New | 5,590 | $3.2M |
| SilverOak Wealth Management LLC | 0.72% | Reduce -0.5% | 5,590 | $3.2M |
| First Western Trust Bank | 0.14% | Add +0.1% | 5,589 | $3.2M |
| Resurgent Financial Advisors LLC | 1.88% | Add +1.0% | 5,558 | $3.2M |
| Sound View Wealth Advisors Group, LLC | 0.26% | Add +63.1% | 5,556 | $3.2M |
| Oakworth Capital, Inc. | 0.22% | Reduce -3.2% | 5,535 | $3.2M |
| Woodley Farra Manion Portfolio Management Inc. | 0.16% | Reduce -5.6% | 5,527 | $3.2M |
| Schnieders Capital Management LLC | 0.61% | No change | 5,507 | $3.2M |
| Austin Private Wealth, LLC | 0.31% | Add +21.0% | 5,505 | $3.2M |
| New Republic Capital, LLC | 1.81% | Reduce -35.5% | 5,467 | $3.2M |
| Global Financial Private Client, LLC | 1.22% | Add +6.0% | 5,445 | $3.1M |
| Intrua Financial, LLC | 0.51% | Reduce -1.7% | 5,414 | $3.1M |
| CWS Financial Advisors, LLC | 1.11% | Add +0.0% | 5,409 | $3.1M |
| Ipswich Investment Management Co., Inc. | 0.72% | Add +3.9% | 5,395 | $3.1M |
| Prostatis Group LLC | 1.02% | Reduce -7.8% | 5,390 | $3.1M |
| Spirepoint Private Client, LLC | 0.41% | Add +1.4% | 5,388 | $3.1M |
| Worth Financial Advisory Group, LLC | 1.82% | Reduce -0.1% | 5,371 | $3.1M |
| Procyon Advisors, LLC | 0.21% | Add +0.1% | 5,362 | $3.1M |
| Howard Wealth Management, LLC | 1.80% | Add +4.7% | 5,362 | $3.1M |
| Northwest Capital Management Inc | 1.11% | Reduce -0.1% | 5,354 | $3.1M |
| Two West Capital Advisors LLC | 2.49% | Reduce -5.6% | 5,335 | $3.1M |
| LaSalle St. Investment Advisors, LLC | 1.21% | Add +42.8% | 5,329 | $3.1M |
| First National Corp. /Ma/ | 0.68% | Add +1.5% | 5,316 | $3.1M |
| Savvy Advisors, Inc. | 0.62% | Reduce -62.7% | 5,299 | $3.1M |
| Biltmore Family Office, LLC | 0.52% | No change | 5,281 | $3.0M |
| Curbstone Financial Management Corp | 0.65% | Add +1.9% | 5,262 | $3.0M |
| Segment Wealth Management, LLC | 0.21% | Add +0.1% | 5,260 | $3.0M |
| Liberty Capital Management, Inc. | 0.67% | No change | 5,246 | $3.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | No change | 5,245 | $3.0M |
| Pettyjohn, Wood & White, Inc. | 0.56% | Reduce -2.4% | 5,236 | $3.0M |
| PGIM Custom Harvest LLC | 0.06% | Add +12.2% | 5,228 | $3.0M |
| Global Strategic Investment Solutions, LLC | 0.35% | Add +2.9% | 5,224 | $3.0M |
| Rockland Trust Co. | 0.15% | Reduce -13.7% | 5,221 | $3.0M |
| Mogy Joel R Investment Counsel Inc. | 0.18% | Reduce -2.1% | 5,209 | $3.0M |
| Arbor Trust Wealth Advisors, LLC | 1.58% | No change | 5,486 | $3.0M |
| United Capital Management of KS, Inc. | 0.65% | Reduce -8.4% | 5,195 | $3.0M |
| Summit Financial Wealth Advisors, LLC | 0.56% | Add +1.6% | 5,193 | $3.0M |
| Canandaigua National Bank & Trust Co. | 0.29% | New | 5,191 | $3.0M |
| Walled Lake Planning & Wealth Management, LLC | 1.12% | Add +2.7% | 5,161 | $3.0M |
| Corrigan Financial, Inc. | 0.68% | Reduce -10.0% | 5,161 | $3.0M |
| Everhart Financial Group, Inc. | 0.66% | Add +63.5% | 5,159 | $3.0M |
| Axiom Advisory, LLC | 0.03% | Add +1.4% | 5,313 | $3.0M |
| MBA Advisors LLC | 1.42% | Reduce -0.2% | 5,115 | $3.0M |
| Appleton Partners Inc. | 0.22% | Reduce -3.4% | 5,110 | $2.9M |
| Castle Wealth Management LLC | 1.18% | No change | 5,109 | $2.9M |
| Cidel Asset Management Inc. | 0.21% | New | 5,096 | $2.9M |
| WealthPlan Investment Management, LLC | 0.30% | Add +234.8% | 5,086 | $2.9M |
| FF Advisors,LLC | 1.91% | Add +3.9% | 4,996 | $2.9M |
| Alaethes Wealth, LLC | 1.08% | Add +167.5% | 5,080 | $2.9M |
| Laurel Wealth Planning LLC | 1.91% | Reduce -1.5% | 5,079 | $2.9M |
| Wealthcare Capital Management LLC | 0.29% | Reduce -16.9% | 5,061 | $2.9M |
| Wallace Advisory Group, LLC | 2.13% | Reduce -1.4% | 5,327 | $2.9M |
| Cahill Financial Advisors Inc. | 0.40% | Reduce -6.5% | 5,048 | $2.9M |
| TFO Wealth Partners, LLC | 0.54% | Reduce -6.6% | 5,023 | $2.9M |
| Caldwell Sutter Capital, Inc. | 1.35% | Reduce -0.9% | 5,009 | $2.9M |
| Melfa Wealth Management, Inc. | 1.90% | Reduce -0.9% | 4,997 | $2.9M |
| Paulson Wealth Management Inc. | 0.77% | Add +1.6% | 4,986 | $2.9M |
| Freedom Investment Management, Inc. | 0.23% | Add +51.0% | 4,965 | $2.9M |
| Triton Financial Group Inc | 1.83% | Reduce -1.1% | 4,964 | $2.9M |
| Arcadia Investment Management Corp. | 0.47% | Reduce -0.2% | 4,964 | $2.9M |
| MB Generational Wealth, LLC | 2.06% | No change | 4,952 | $2.9M |
| Fortis Group Advisors, LLC | 0.53% | Add +2.0% | 4,950 | $2.9M |
| Fortis Capital Management LLC | 0.57% | Reduce -1.1% | 4,938 | $2.8M |
| Rothschild & Co Wealth Management UK Ltd | 0.05% | No change | 4,929 | $2.8M |
| Forefront Analytics, LLC | 1.34% | Add +1.3% | 4,909 | $2.8M |
| Van Strum & Towne Inc. | 0.98% | Reduce -4.2% | 4,906 | $2.8M |
| Mairs & Power Inc. | 0.03% | Reduce -15.3% | 4,881 | $2.8M |
| Cowa, LLC | 1.33% | Add +4.5% | 4,858 | $2.8M |
| Clarity Capital Advisors, LLC | 2.01% | Reduce -0.6% | 4,857 | $2.8M |
| Kavar Capital Partners Group, LLC | 0.44% | Add +0.4% | 4,851 | $2.8M |
| One Wealth Management Investment & Advisory Services, LLC | 4.91% | Reduce -89.6% | 4,850 | $2.8M |
| Napatree Capital LLC | 1.95% | Add +1.4% | 4,849 | $2.8M |
| American Financial Advisors, LLC | 0.38% | Reduce -4.2% | 4,847 | $2.8M |
| Gratus Wealth Advisors, LLC | 0.46% | Add +0.3% | 4,900 | $2.8M |
| Sonora Investment Management Group, LLC | 0.21% | Add +6.6% | 4,846 | $2.8M |
| Monograph Wealth Advisors, LLC | 0.36% | Add +236.6% | 4,837 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -0.9% | 4,835 | $2.8M |
| Titleist Asset Management, LLC | 0.40% | Add +0.5% | 4,821 | $2.8M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +9.5% | 4,820 | $2.8M |
| Alerus Financial NA | 0.20% | Reduce -0.0% | 4,816 | $2.8M |
| Kohmann Bosshard Financial Services, LLC | 0.34% | No change | 4,806 | $2.8M |
| Trust Co of Tennessee | 0.92% | Add +3.5% | 4,805 | $2.8M |
| Davis R M Inc. | 0.05% | Reduce -3.6% | 4,805 | $2.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | Add +9.5% | 4,802 | $2.8M |
| Mengis Capital Management, Inc. | 0.55% | Add +3.4% | 4,779 | $2.8M |
| Howard Financial Services, LTD. | 0.40% | Add +0.0% | 4,778 | $2.8M |
| Trivium Point Advisory, LLC | 0.38% | Add +142.5% | 4,584 | $2.8M |
| Gallacher Capital Management LLC | 1.26% | Add +0.1% | 4,752 | $2.7M |
| Keel Point, LLC | 0.23% | Add +4.6% | 4,742 | $2.7M |
| Goodwin Investment Advisory | 1.18% | No change | 4,737 | $2.7M |
| Darrow Company, Inc. | 1.59% | Reduce -0.9% | 4,733 | $2.7M |
| Arlington Financial Advisors, LLC | 0.56% | Add +1.7% | 4,725 | $2.7M |
| GAMMA Investing LLC | 0.27% | Add +3.8% | 4,725 | $2.7M |
| SRH Advisors, LLC | 0.82% | No change | 4,677 | $2.7M |
| Meyer Handelman Co. | 0.09% | No change | 4,670 | $2.7M |
| Ackerman Capital Advisors, LLC | 0.70% | Reduce -15.6% | 4,667 | $2.7M |
| Sage Rhino Capital LLC | 0.60% | Add +0.2% | 4,665 | $2.7M |
| REAP Financial Group, LLC | 0.66% | Reduce -5.5% | 4,664 | $2.7M |
| FSM Wealth Advisors, LLC | 0.71% | Add +5.1% | 4,662 | $2.7M |
| Tolleson Wealth Management, Inc. | 0.51% | No change | 4,656 | $2.7M |
| MBM Wealth Consultants, LLC | 0.84% | Reduce -0.1% | 4,644 | $2.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -64.6% | 4,642 | $2.7M |
| Smith Thornton Advisors LLC | 1.75% | Add +1.2% | 4,617 | $2.7M |
| GC Wealth Management RIA, LLC | 0.46% | Add +1.1% | 4,614 | $2.7M |
| Turtle Creek Wealth Advisors, LLC | 0.53% | Add +0.3% | 4,607 | $2.7M |
| Plancorp, LLC | 0.11% | Add +2.4% | 4,606 | $2.7M |
| Pineridge Advisors LLC | 1.00% | Reduce -9.3% | 4,588 | $2.6M |
| Centennial Bank | 1.21% | Reduce -2.5% | 4,582 | $2.6M |
| Glass Jacobson Investment Advisors llc | 0.87% | Add +49.3% | 4,572 | $2.6M |
| Kathleen S. Wright Associates Inc. | 1.09% | Reduce -1.3% | 4,569 | $2.6M |
| Obermeyer Wealth Partners | 0.14% | Add +1.6% | 4,559 | $2.6M |
| Discipline Wealth Solutions, LLC | 1.39% | Add +1089.3% | 4,555 | $2.6M |
| Courage Miller Partners, LLC | 0.88% | Reduce -3.7% | 4,552 | $2.6M |
| PSI Advisors, LLC | 0.77% | Reduce -8.0% | 4,545 | $2.6M |
| Foster Dykema Cabot & Partners, LLC | 0.22% | Add +72.0% | 4,538 | $2.6M |
| Hobart Private Capital, LLC | 0.67% | Reduce -0.5% | 4,537 | $2.6M |
| Alta Wealth Advisors LLC | 1.20% | Add +14.6% | 4,536 | $2.6M |
| Mesirow Institutional Investment Management, Inc. | 0.20% | Add +0.4% | 4,534 | $2.6M |
| Financial Consulate, Inc. | 0.69% | Reduce -1.9% | 4,530 | $2.6M |
| Lane & Associates LLC | 1.42% | Reduce -1.9% | 4,516 | $2.6M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -2.1% | 4,510 | $2.6M |
| GHP Investment Advisors, Inc. | 0.12% | Add +0.3% | 4,465 | $2.6M |
| Hilltop Holdings Inc. | 0.17% | Add +7.6% | 4,457 | $2.6M |
| Lazari Capital Management, Inc. | 1.10% | Reduce -14.9% | 4,449 | $2.6M |
| Bridge Advisory, LLC | 1.22% | Reduce -2.4% | 4,446 | $2.6M |
| Centaurus Financial, Inc. | 0.16% | Reduce -64.6% | 4,424 | $2.6M |
| Wealth Effects LLC | 0.89% | No change | 4,419 | $2.5M |
| Florida Trust Wealth Management Co | 0.08% | No change | 4,417 | $2.5M |
| Beck Mack & Oliver LLC | 0.05% | No change | 4,407 | $2.5M |
| Texas Yale Capital Corp. | 0.11% | Add +113.0% | 4,391 | $2.5M |
| AlphaStar Capital Management, LLC | 0.20% | Reduce -4.7% | 4,387 | $2.5M |
| Private Capital Management, LLC | 0.28% | Add +13.9% | 4,382 | $2.5M |
| Oxinas Partners, LLC | 1.54% | Reduce -0.0% | 4,371 | $2.5M |
| Breed's Hill Capital LLC | 2.06% | No change | 4,360 | $2.5M |
| StoneCrest Wealth Management, Inc. | 1.82% | Reduce -5.2% | 4,338 | $2.5M |
| Virtue Capital Management, LLC | 0.50% | Add +0.1% | 4,337 | $2.5M |
| Islay Capital Management, LLC | 1.69% | Reduce -2.5% | 4,337 | $2.5M |
| Court Place Advisors, LLC | 0.73% | No change | 4,337 | $2.5M |
| SOA Wealth Advisors, LLC. | 0.48% | Reduce -6.4% | 4,330 | $2.5M |
| Strategic Equity Management | 1.18% | Add +6.3% | 4,321 | $2.5M |
| Sage Mountain Advisors LLC | 0.21% | Reduce -0.5% | 4,317 | $2.5M |
| CapWealth Advisors, LLC | 0.27% | No change | 4,313 | $2.5M |
| First PREMIER Bank | 0.62% | Add +28.7% | 4,305 | $2.5M |
| Laurel Wealth Advisors LLC | 0.40% | Reduce -2.6% | 4,291 | $2.5M |
| Aprio Wealth Management, LLC | 0.40% | Reduce -9.2% | 4,286 | $2.5M |
| Knightsbridge Asset Management, LLC | 0.56% | No change | 4,277 | $2.5M |
| Silvia McColl Wealth Management, LLC | 1.85% | No change | 4,275 | $2.5M |
| United Advisor Group, LLC | 0.56% | Add +154.8% | 4,262 | $2.5M |
| Resources Management Corp. /CT/ | 0.33% | Reduce -3.9% | 4,244 | $2.4M |
| Almanack Investment Partners, LLC. | 0.38% | Reduce -6.0% | 4,217 | $2.4M |
| Truvestments Capital LLC | 0.65% | Add +26.0% | 4,215 | $2.4M |
| Mainstream Capital Management LLC | 2.06% | — | 4,211 | $2.4M |
| Panoramic Investment Advisors, LLC | 1.67% | — | 4,183 | $2.4M |
| Talon Private Wealth, LLC | 0.51% | — | 4,180 | $2.4M |
| Family Manage LLC | 0.40% | Add +0.1% | 4,178 | $2.4M |
| Firestone Capital Management | 0.60% | Add +6.1% | 4,176 | $2.4M |
| Barnes Pettey Financial Advisors, LLC | 1.92% | Add +3.2% | 4,171 | $2.4M |
| Montgomery Investment Management Inc. | 0.87% | Add +0.2% | 4,167 | $2.4M |
| Vigilare Wealth Management | 0.96% | Reduce -6.5% | 4,122 | $2.4M |
| Patten & Patten Inc. | 0.16% | Add +7.0% | 4,119 | $2.4M |
| Ceera Investments, LLC | 0.89% | Add +20.1% | 4,116 | $2.4M |
| Continental Investors Services, Inc. | 4.87% | Reduce -5.5% | 4,150 | $2.4M |
| Moneywise, Inc. | 1.17% | Add +11.0% | 4,108 | $2.4M |
| Opus Capital Group, LLC | 0.30% | Add +0.1% | 4,108 | $2.4M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 1.63% | Reduce -95.2% | 4,104 | $2.4M |
| Ironsides Asset Advisors, LLC | 0.69% | No change | 4,100 | $2.4M |
| First Manhattan Co. Llc. | 0.01% | Add +1.1% | 4,096 | $2.4M |
| Roman Butler Fullerton & Co. | 0.71% | Add +3.3% | 4,054 | $2.4M |
| Sanders Morris Harris LLC | 0.39% | Reduce -1.0% | 4,091 | $2.4M |
| Realta Investment Advisors | 1.08% | Reduce -16.9% | 4,005 | $2.4M |
| Alpha Financial Partners LLC | 1.67% | Reduce -93.7% | 4,054 | $2.3M |
| Ehrlich Financial Group | 1.67% | Add +21.9% | 4,054 | $2.3M |
| Baker Tilly Wealth Management, LLC | 1.03% | Reduce -56.1% | 4,048 | $2.3M |
| Creative Financial Designs Inc. | 0.20% | Reduce -3.3% | 4,046 | $2.3M |
| Institute for Wealth Management, LLC. | 0.29% | Reduce -1.2% | 4,032 | $2.3M |
| Waypoint Capital Advisors, LLC | 0.49% | No change | 4,005 | $2.3M |
| ORBA Wealth Advisors, L.L.C. | 1.16% | Reduce -0.5% | 3,986 | $2.3M |
| Magnolia Capital Advisors LLC | 1.15% | Reduce -1.5% | 3,979 | $2.3M |
| Napa Wealth Management | 1.09% | Reduce -0.1% | 3,977 | $2.3M |
| Moneco Advisors, LLC | 0.29% | Add +0.8% | 3,975 | $2.3M |
| Key Financial Inc | 0.51% | Reduce -0.5% | 3,974 | $2.3M |
| InTrack Investment Management Inc | 1.62% | Add +21.4% | 3,967 | $2.3M |
| Gilliland Jeter Wealth Management LLC | 0.74% | Add +8.1% | 3,966 | $2.3M |
| Allie Family Office LLC | 1.23% | Reduce -13.0% | 3,901 | $2.3M |
| Alpha Cubed Investments, LLC | 0.10% | Reduce -10.6% | 3,956 | $2.3M |
| Renasant Bank | 1.50% | Reduce -22.5% | 3,950 | $2.3M |
| Edmond DE Rothschild Holding S.A. | 0.04% | Add +49.6% | 3,950 | $2.3M |
| Cobblestone Capital Advisors LLC | 0.13% | Reduce -13.0% | 3,943 | $2.3M |
| Tru Independence Asset Management 2, LLC | 1.92% | — | 3,941 | $2.3M |
| KFG Wealth Management, LLC | 0.49% | Add +18.2% | 3,932 | $2.3M |
| Clearwater Capital Advisors, LLC | 0.22% | Reduce -1.0% | 3,931 | $2.3M |
| Y.D. More Investments Ltd | 0.24% | Add +6.2% | 3,930 | $2.3M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.22% | Reduce -1.1% | 3,924 | $2.3M |
| Operose Advisors LLC | 0.73% | Add +0.0% | 3,923 | $2.3M |
| LTG Capital LLC | 1.88% | Add +0.8% | 3,916 | $2.3M |
| Headinvest, LLC | 0.42% | Reduce -7.7% | 3,915 | $2.3M |
| Sterling Wealth Management, Inc. | 0.84% | Reduce -22.2% | 3,905 | $2.3M |
| TD Asset Management Inc | 0.00% | Add +1.3% | 3,923 | $2.3M |
| Aspire Capital Advisors LLC | 0.67% | Reduce -6.2% | 3,900 | $2.2M |
| SP Asset Management LLC | 0.19% | Add +5.4% | 3,893 | $2.2M |
| W.H. Cornerstone Investments Inc. | 1.52% | Add +0.4% | 3,893 | $2.2M |
| ARS Investment Partners, LLC | 0.20% | Reduce -4.0% | 3,875 | $2.2M |
| Encompass Wealth Advisors, LLC | 0.56% | Reduce -0.4% | 3,871 | $2.2M |
| Howland Capital Management LLC | 0.10% | Add +2.8% | 3,868 | $2.2M |
| NorthCrest Asset Manangement, LLC | 0.07% | Reduce -58.9% | 3,866 | $2.2M |
| Seven Post Investment Office LP | 0.34% | No change | 3,860 | $2.2M |
| Collective Family Office LLC | 0.60% | Reduce -7.2% | 3,857 | $2.2M |
| SK Wealth Management, LLC | 1.14% | — | 3,723 | $2.2M |
| Founders Financial Alliance, LLC | 0.62% | Add +1.6% | 3,856 | $2.2M |
| Angeles Wealth Management, LLC | 0.19% | Reduce -1.8% | 3,853 | $2.2M |
| Denver PWM, LLC | 0.84% | Reduce -2.5% | 3,848 | $2.2M |
| Blodgett Wealth Advisors, LLC | 1.87% | Add +3.6% | 3,848 | $2.2M |
| CWA Asset Management Group, LLC | 0.12% | — | 3,842 | $2.2M |
| Cohen Capital Management, Inc. | 0.36% | Add +1.6% | 3,841 | $2.2M |
| Darwin Wealth Management, LLC | 0.61% | New | 3,837 | $2.2M |
| Woodmont Investment Counsel LLC | 0.17% | Reduce -0.1% | 3,832 | $2.2M |
| Essex LLC | 0.45% | Reduce -3.6% | 3,831 | $2.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Reduce -16.1% | 3,827 | $2.2M |
| Mayfair Advisory Group, LLC | 1.39% | Add +5.5% | 3,832 | $2.2M |
| LGT Financial Advisors LLC | 5.43% | Reduce -3.1% | 3,809 | $2.2M |
| Old Second National Bank of Aurora | 0.53% | No change | 3,810 | $2.2M |
| Lincoln Capital LLC | 0.46% | Reduce -13.1% | 3,801 | $2.2M |
| Cadence Bank | 0.15% | New | 3,796 | $2.2M |
| Strategic Investment Solutions, Inc. | 0.66% | Add +0.1% | 3,746 | $2.2M |
| Peoples Financial Services Corp. | 0.98% | Reduce -24.4% | 3,764 | $2.2M |
| CNB Bank | 1.00% | Reduce -3.1% | 3,762 | $2.2M |
| Intrust Bank NA | 0.22% | Reduce -0.3% | 3,754 | $2.2M |
| Accurate Wealth Management, LLC | 0.43% | Add +200.6% | 3,694 | $2.2M |
| Naviter Wealth, LLC | 0.30% | No change | 3,729 | $2.2M |
| Sunflower Bank, N.A. | 0.59% | No change | 3,719 | $2.1M |
| Capital Investment Counsel, LLC | 0.37% | Reduce -30.6% | 3,718 | $2.1M |
| Weatherly Asset Management L. P. | 0.19% | Add +3.1% | 3,701 | $2.1M |
| Jentner Corp | 0.65% | Add +93.8% | 3,690 | $2.1M |
| ERn Financial, LLC | 0.32% | Add +5.3% | 3,689 | $2.1M |
| Exchange Capital Management, Inc. | 0.34% | Reduce -16.0% | 3,689 | $2.1M |
| DBK Financial Counsel, LLC | 2.15% | Reduce -6.3% | 3,688 | $2.1M |
| Counterweight Ventures, LLC | 1.50% | Add +13.6% | 3,686 | $2.1M |
| Versant Capital Management, Inc | 0.48% | Reduce -1.4% | 3,679 | $2.1M |
| tru Independence LLC | 0.62% | Add +2.4% | 3,663 | $2.1M |
| NTV Asset Management LLC | 0.28% | Reduce -8.3% | 3,652 | $2.1M |
| Weik Capital Management | 0.85% | Reduce -0.8% | 3,650 | $2.1M |
| Wedgewood Investors Inc. | 2.30% | Reduce -0.1% | 3,646 | $2.1M |
| Donor Advised Charitable Giving, Inc. | 0.05% | Reduce -2.3% | 3,633 | $2.1M |
| Beacon Capital Management, LLC | 0.30% | Reduce -4.3% | 3,630 | $2.1M |
| Cerro Pacific Wealth Advisors LLC | 0.79% | No change | 3,826 | $2.1M |
| Bank Ozk | 0.86% | Add +23.3% | 3,629 | $2.1M |
| Warren Street Wealth Advisors, LLC | 0.86% | Reduce -6.0% | 3,587 | $2.1M |
| Kaydan Wealth Management, Inc. | 0.61% | Add +11.6% | 3,579 | $2.1M |
| Central Bank & Trust Co. | 0.28% | Reduce -0.3% | 3,576 | $2.1M |
| SeaCrest Wealth Management, LLC | 0.22% | Add +5.5% | 3,575 | $2.1M |
| Strategic Financial Concepts, LLC | 0.66% | Reduce -99.8% | 3,574 | $2.1M |
| Sentinel Pension Advisors, LLC | 0.39% | Add +0.4% | 3,551 | $2.0M |
| Builder Investment Group Inc. | 0.55% | Reduce -4.3% | 3,538 | $2.0M |
| Beck Capital Management, LLC | 0.54% | Add +8.1% | 3,535 | $2.0M |
| GW Henssler & Associates Ltd. | 0.12% | Add +18.6% | 3,529 | $2.0M |
| Tradewinds, LLC. | 0.63% | Add +0.2% | 3,526 | $2.0M |
| Indiana Trust & Investment Management Co | 0.69% | Add +0.5% | 3,524 | $2.0M |
| Farmers Trust Co. | 0.38% | Reduce -1.1% | 3,516 | $2.0M |
| Teramo Advisors, LLC | 0.91% | No change | 3,500 | $2.0M |
| Lazard Freres Gestion S.A.S. | 0.04% | No change | 3,500 | $2.0M |
| Maple Capital Management, Inc. | 0.15% | Reduce -3.1% | 3,492 | $2.0M |
| HBW Advisory Services LLC | 0.29% | Add +589.5% | 3,489 | $2.0M |
| Grandfield & Dodd, LLC | 0.12% | Add +30.5% | 3,489 | $2.0M |
| Werba Rubin Papier Wealth Management | 0.47% | Add +42.9% | 3,481 | $2.0M |
| Palisade Capital Management, LP | 0.06% | Add +2.2% | 3,466 | $2.0M |
| Peak Financial Management, Inc. | 0.59% | Reduce -8.0% | 3,454 | $2.0M |
| Painted Porch Advisors LLC | 1.01% | Reduce -0.9% | 3,452 | $2.0M |
| James Investment Research, Inc. | 0.23% | Reduce -9.4% | 3,423 | $2.0M |
| HRT Financial LP | 0.01% | New | 3,414 | $2.0M |
| Granite FO LLC | 1.11% | No change | 3,413 | $2.0M |
| Octavia Wealth Advisors, LLC | 0.24% | Add +5.7% | 3,407 | $2.0M |
| Executive Wealth Management, LLC | 0.15% | New | 3,404 | $2.0M |
| Greenwich Wealth Management LLC | 0.13% | Reduce -4.0% | 3,401 | $2.0M |
| Tompkins Financial Corp. | 0.19% | Reduce -8.3% | 3,398 | $2.0M |
| North Star Asset Management Inc. | 0.09% | Add +9.8% | 3,398 | $2.0M |
| Inspire Advisors, LLC | 0.24% | Add +2.4% | 3,395 | $2.0M |
| Platte River Wealth Advisors, LLC | 0.52% | No change | 3,386 | $2.0M |
| Horan Capital Advisors, LLC. | 0.64% | Add +15.9% | 3,354 | $1.9M |
| My Personal CFO, LLC | 1.06% | Add +4.9% | 3,354 | $1.9M |
| Formidable Asset Management, LLC | 0.31% | Reduce -5.0% | 3,343 | $1.9M |
| Theory Financial LLC | 0.85% | Add +10.5% | 3,365 | $1.9M |
| Rockbridge Investment Management, LCC | 0.25% | Add +3.1% | 3,332 | $1.9M |
| St Germain D J Co. Inc. | 0.09% | Add +1.3% | 3,331 | $1.9M |
| GW&K Investment Management, LLC | 0.02% | Add +8.0% | 3,320 | $1.9M |
| Client 1ST Advisory Group, LLC | 0.76% | Reduce -0.0% | 3,314 | $1.9M |
| Capital Advisors Inc. | 0.04% | Add +12.1% | 3,310 | $1.9M |
| F&V Capital Management, LLC | 0.49% | No change | 3,304 | $1.9M |
| BTG Pactual Asset Management US LLC | 0.28% | No change | 4,201 | $1.9M |
| Live Oak Private Wealth LLC | 0.31% | Reduce -1.3% | 3,298 | $1.9M |
| Zullo Investment Group, Inc. | 0.79% | Reduce -0.2% | 3,296 | $1.9M |
| Trust Co. of Toledo NA | 0.26% | No change | 3,296 | $1.9M |
| Regent Peak Wealth Advisors LLC | 0.44% | Add +0.4% | 3,296 | $1.9M |
| Sachetta, LLC | 0.75% | Reduce -1.7% | 3,294 | $1.9M |
| Empirical Asset Management, LLC | 0.68% | Reduce -0.9% | 3,292 | $1.9M |
| Lavaca Capital LLC | 0.91% | Add +152.7% | 3,288 | $1.9M |
| TCV Trust & Wealth Management, Inc. | 0.17% | Reduce -3.7% | 3,288 | $1.9M |
| Sandhill Capital Partners LLC | 0.14% | Reduce -1.0% | 3,286 | $1.9M |
| Francis Financial, Inc. | 0.50% | Reduce -17.9% | 3,279 | $1.9M |
| Arq Wealth Advisors, LLC | 0.71% | Reduce -0.6% | 3,335 | $1.9M |
| Disciplined Investments, LLC | 0.93% | Reduce -0.4% | 3,275 | $1.9M |
| 1ST Source Bank | 0.11% | Reduce -6.0% | 3,256 | $1.9M |
| Matrix Asset Advisors Inc. | 0.21% | Add +53.1% | 3,254 | $1.9M |
| Inspirion Wealth Advisors, LLC | 0.26% | Add +0.5% | 3,252 | $1.9M |
| Allegheny Financial Group | 0.46% | Reduce -5.8% | 3,243 | $1.9M |
| SlateStone Wealth, LLC | 0.17% | Add +36.1% | 3,241 | $1.9M |
| Financial Network Wealth Advisors LLC | 1.54% | Add +2.3% | 3,237 | $1.9M |
| Independence Bank of Kentucky | 0.40% | Add +25.2% | 3,237 | $1.9M |
| Forza Wealth Management, LLC | 0.85% | Add +8.2% | 3,236 | $1.9M |
| Willow Creek Wealth Management Inc. | 0.20% | Reduce -11.6% | 3,235 | $1.9M |
| Iowa State Bank | 0.38% | Reduce -2.6% | 3,232 | $1.9M |
| Narus Financial Partners, LLC | 0.67% | Add +1.6% | 3,230 | $1.9M |
| Osborne Partners Capital Management, LLC | 0.11% | Add +34.0% | 3,227 | $1.9M |
| Burney Co./ | 0.07% | Add +0.6% | 3,223 | $1.9M |
| Raffa Wealth Management, LLC | 0.45% | Reduce -78.0% | 3,218 | $1.9M |
| Values Added Financial LLC | 1.17% | No change | 3,209 | $1.9M |
| Family Asset Management, LLC | 1.11% | Reduce -5.1% | 3,206 | $1.8M |
| Cannon Financial Strategists, Inc. | 0.32% | Reduce -0.9% | 3,204 | $1.8M |
| Aviance Capital Partners, LLC | 0.24% | Add +0.3% | 3,198 | $1.8M |
| Garden State Investment Advisory Services LLC | 0.59% | Reduce -9.9% | 3,193 | $1.8M |
| McRae Capital Management Inc. | 0.36% | Add +3.3% | 3,191 | $1.8M |
| Voisard Asset Management Group, Inc. | 0.76% | Add +66.3% | 3,174 | $1.8M |
| PBMares Wealth Management LLC | 0.38% | Reduce -9.1% | 3,173 | $1.8M |
| Goldstein Advisors, LLC | 0.28% | Reduce -5.3% | 3,172 | $1.8M |
| Moss Adams Wealth Advisors LLC | 0.20% | Add +1.0% | 3,147 | $1.8M |
| Traveka Wealth, LLC | 0.92% | Reduce -36.9% | 3,144 | $1.8M |
| Fingerlakes Wealth Management, Inc. | 1.50% | Reduce -1.4% | 3,133 | $1.8M |
| Atlantic Private Wealth, LLC | 1.37% | No change | 3,127 | $1.8M |
| Kelman-Lazarov, Inc. | 0.31% | Add +10.2% | 3,121 | $1.8M |
| FWL Investment Management, LLC | 0.69% | Add +421.4% | 3,118 | $1.8M |
| Saxon Interests, Inc. | 0.82% | Reduce -2.8% | 3,114 | $1.8M |
| Unionview, LLC | 1.39% | Reduce -1.3% | 3,106 | $1.8M |
| Forbes J M & Co. LLP | 0.17% | Add +2.6% | 3,100 | $1.8M |
| Berger Financial Group, Inc | 0.13% | Add +19.6% | 3,086 | $1.8M |
| Sugarloaf Wealth Management, LLC | 0.30% | Reduce -1.6% | 3,068 | $1.8M |
| Keb Asset Management, LLC | 0.53% | No change | 3,062 | $1.8M |
| Sweet Financial Partners, LLC | 0.38% | Add +0.3% | 3,058 | $1.8M |
| Blue Fin Capital, Inc. | 0.33% | Reduce -0.6% | 3,048 | $1.8M |
| Scott Capital Advisors, LLC | 0.50% | Add +0.4% | 3,046 | $1.8M |
| LM Advisors LLC | 0.36% | Reduce -22.7% | 3,028 | $1.7M |
| MKT Advisors LLC | 0.82% | No change | 3,052 | $1.7M |
| First Merchants Corp. | 0.07% | Add +1.5% | 3,024 | $1.7M |
| Brandywine Oak Private Wealth LLC | 0.17% | Add +4.7% | 3,020 | $1.7M |
| Arbor Wealth Advisors LLC | 1.57% | Add +0.4% | 3,019 | $1.7M |
| PCG Wealth Advisors, LLC | 0.67% | Add +1.0% | 3,019 | $1.7M |
| Guardian Asset Advisors, LLC | 1.18% | Reduce -25.2% | 3,017 | $1.7M |
| Sebold Capital Management, Inc. | 1.14% | No change | 3,007 | $1.7M |
| Howard Bailey Securities, LLC | 0.66% | — | 3,002 | $1.7M |
| Riverbridge Partners LLC | 0.02% | Reduce -75.0% | 2,985 | $1.7M |
| Clarity Wealth Advisors, LLC | 0.50% | Add +9.7% | 2,978 | $1.7M |
| Tradition Wealth Management, LLC | 0.15% | Add +13.6% | 2,973 | $1.7M |
| Vista Capital Partners, Inc. | 0.20% | Reduce -11.1% | 2,966 | $1.7M |
| Garrett Wealth Advisory Group, LLC | 0.42% | Add +85.8% | 2,963 | $1.7M |
| Riversedge Advisors, LLC | 0.39% | Add +0.2% | 2,961 | $1.7M |
| Benchmark Financial Wealth Advisors, LLC | 0.57% | Add +2.6% | 2,961 | $1.7M |
| First American Trust, FSB | 0.17% | Add +31.0% | 2,960 | $1.7M |
| Corundum Trust Company, INC | 4.70% | Reduce -17.9% | 2,957 | $1.7M |
| Philadelphia Trust Co. | 0.12% | Add +0.5% | 2,954 | $1.7M |
| Parthenon LLC | 0.20% | Reduce -0.8% | 2,951 | $1.7M |
| Advisor OS, LLC | 0.17% | Reduce -2.0% | 2,951 | $1.7M |
| Kornitzer Capital Management Inc. | 0.03% | Reduce -13.5% | 2,944 | $1.7M |
| Financial Symmetry Inc | 1.18% | Add +1.8% | 2,932 | $1.7M |
| Advance Capital Management, Inc. | 0.07% | Add +0.1% | 2,932 | $1.7M |
| MMBG Investment Advisors Co. | 0.18% | No change | 2,924 | $1.7M |
| Pacifica Partners Inc. | 0.70% | Reduce -20.3% | 2,919 | $1.7M |
| Heritage Financial Services, LLC | 0.22% | Add +2.7% | 2,919 | $1.7M |
| GEM Asset Management, LLC | 0.96% | No change | 2,943 | $1.7M |
| Woodard & Co. Asset Management Group Inc. | 0.38% | Reduce -3.5% | 2,908 | $1.7M |
| Acorn Financial Advisory Services Inc. | 0.30% | Reduce -2.2% | 2,903 | $1.7M |
| Archer Investment Corp | 0.45% | Add +2.6% | 2,900 | $1.7M |
| Briaud Financial Planning Inc | 0.86% | No change | 2,900 | $1.7M |
| Roble, Belko & Company, Inc | 0.26% | Add +3.7% | 2,885 | $1.7M |
| Mezzasalma Advisors, LLC | 0.65% | New | 2,877 | $1.7M |
| TrueWealth Advisors, LLC | 0.55% | Reduce -20.1% | 2,873 | $1.7M |
| KG Capital Management | 0.53% | Add +1.1% | 2,872 | $1.7M |
| Summit Global Investments | 0.11% | Add +227.6% | 2,863 | $1.7M |
| Bordeaux Wealth Advisors LLC | 0.30% | Reduce -4.0% | 2,853 | $1.6M |
| Cora Capital Advisors LLC | 0.81% | No change | 2,848 | $1.6M |
| Financial Advisors, LLC | 0.31% | Add +7.2% | 2,834 | $1.6M |
| Marble Harbor Investment Counsel, LLC | 0.18% | No change | 2,832 | $1.6M |
| Schechter Investment Advisors, LLC | 0.12% | Reduce -2.8% | 2,826 | $1.6M |
| JFG Wealth Management, LLC | 0.45% | Add +73.4% | 2,821 | $1.6M |
| Fonville Wealth Management LLC | 0.56% | Add +0.0% | 2,811 | $1.6M |
| Benin Management CORP | 0.46% | Add +10.4% | 2,806 | $1.6M |
| Signature Wealth Management Partners, LLC | 1.17% | Reduce -0.8% | 2,803 | $1.6M |
| Parkside Advisors LLC | 0.38% | No change | 2,801 | $1.6M |
| Councilor Wealth, LLC | 0.79% | Reduce -11.5% | 2,789 | $1.6M |
| Toronto Dominion Bank | 0.00% | Add +1.4% | 2,788 | $1.6M |
| First Community Trust NA | 1.31% | No change | 2,785 | $1.6M |
| Connable Office Inc. | 0.16% | Reduce -1.2% | 2,782 | $1.6M |
| O'Dell Group, LLC | 0.35% | Add +2.6% | 2,771 | $1.6M |
| Prossimo Advisors, LLC | 1.17% | Add +9.9% | 2,769 | $1.6M |
| Vista Finance, LLC | 2.15% | Reduce -2.0% | 2,758 | $1.6M |
| Everett Harris & Co. | 0.02% | Add +2.0% | 2,753 | $1.6M |
| Ervin Investment Management, LLC | 1.02% | Reduce -1.1% | 2,751 | $1.6M |
| Clark Asset Management, LLC | 0.34% | Add +1.7% | 2,749 | $1.6M |
| Faithward Advisors, LLC | 0.27% | Reduce -3.9% | 2,728 | $1.6M |
| Somerville Kurt F | 0.25% | Add +6.6% | 2,709 | $1.6M |
| Brookmont Capital Management | 0.80% | Reduce -2.0% | 2,693 | $1.6M |
| Round Rock Advisors LLC | 0.36% | Reduce -5.1% | 2,691 | $1.6M |
| Boston Trust Walden Corp | 0.01% | Add +3.9% | 2,676 | $1.5M |
| Accel Wealth Management | 0.57% | Reduce -0.8% | 2,668 | $1.5M |
| Fortitude Advisory Group L.L.C. | 0.97% | Add +1.0% | 2,666 | $1.5M |
| Etfidea, LLC | 0.49% | Add +5.1% | 2,659 | $1.5M |
| Oliver Lagore Vanvalin Investment Group | 0.41% | Reduce -16.8% | 2,658 | $1.5M |
| Arbor Investment Advisors, LLC | 0.20% | Reduce -0.3% | 2,655 | $1.5M |
| Family Wealth Partners, LLC | 0.78% | Add +0.1% | 2,652 | $1.5M |
| FreeGulliver LLC | 0.91% | Add +19.7% | 2,651 | $1.5M |
| Griffin Asset Management, Inc. | 0.17% | Add +1.1% | 2,639 | $1.5M |
| Northwest Wealth Management, LLC | 0.35% | Reduce -4.8% | 2,636 | $1.5M |
| Rodgers & Associates, LTD | 0.18% | Reduce -1.5% | 2,635 | $1.5M |
| Fort Pitt Capital Group, LLC | 0.04% | Add +0.9% | 2,634 | $1.5M |
| Epiq Partners, LLC | 0.87% | Add +29.1% | 2,628 | $1.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.15% | No change | 2,625 | $1.5M |
| Monetary Management Group Inc. | 0.39% | No change | 2,625 | $1.5M |
| McGuire Investment Group, LLC | 0.21% | Add +0.3% | 2,625 | $1.5M |
| Mullaney, Keating & Wright, Inc. | 1.05% | Reduce -0.5% | 2,618 | $1.5M |
| 17 Capital Partners, LLC | 0.98% | Add +4.7% | 2,600 | $1.5M |
| MJP Associates Inc. | 0.28% | Add +0.5% | 2,599 | $1.5M |
| Capital Square, LLC | 0.91% | No change | 2,598 | $1.5M |
| Hibernia Wealth Partners, LLC | 0.52% | Reduce -2.1% | 2,595 | $1.5M |
| Archford Capital Strategies, LLC | 0.23% | Add +0.0% | 2,549 | $1.5M |
| PFG Investments, LLC | 0.10% | Add +4.1% | 2,589 | $1.5M |
| Lantern Wealth Advisors, LLC | 1.03% | Reduce -27.5% | 2,585 | $1.5M |
| Mechanics Bank Trust Department | 0.20% | Add +4.2% | 2,585 | $1.5M |
| Authentikos Wealth Advisory, LLC | 1.43% | New | 2,582 | $1.5M |
| Lockerman Financial Group, Inc. | 2.52% | Reduce -2.7% | 2,578 | $1.5M |
| E&G Advisors, LLC | 0.41% | Add +3.6% | 2,576 | $1.5M |
| Lakewood Asset Management LLC | 1.01% | Reduce -3.8% | 2,572 | $1.5M |
| Randolph Co Inc | 0.17% | Reduce -3.3% | 2,569 | $1.5M |
| Prentiss Smith & Co. Inc. | 0.95% | No change | 2,567 | $1.5M |
| DDD Partners, LLC | 0.16% | Add +0.0% | 2,566 | $1.5M |
| LCNB Corp. | 0.52% | Reduce -5.6% | 2,558 | $1.5M |
| Arax Advisory Partners | 0.13% | Reduce -0.4% | 2,558 | $1.5M |
| Mosaic Family Wealth Partners, LLC | 0.22% | Add +2.2% | 2,557 | $1.5M |
| Code Waechter LLC | 1.40% | — | 2,554 | $1.5M |
| HFG Advisors, Inc. | 1.30% | Reduce -4.2% | 2,552 | $1.5M |
| Carl P. Sherr & Co., LLC | 0.77% | Reduce -1.2% | 2,551 | $1.5M |
| Princeton Capital Management LLC | 0.46% | No change | 2,539 | $1.5M |
| Brown Financial Advisory | 1.04% | Reduce -0.6% | 2,537 | $1.5M |
| Tanglewood Legacy Advisors, LLC | 0.65% | Reduce -3.6% | 2,529 | $1.5M |
| Talisman Wealth Advisors LLC | 1.54% | Add +50.5% | 2,536 | $1.5M |
| Prepared Retirement Institute LLC | 0.88% | Add +0.6% | 2,524 | $1.5M |
| Excalibur Management Corp. | 0.55% | No change | 2,520 | $1.5M |
| Diversify Wealth Management, LLC | 0.14% | Reduce -8.3% | 2,502 | $1.5M |
| J. Safra Sarasin Holding AG | 0.03% | Add +1.8% | 2,555 | $1.5M |
| Atlas Private Wealth Advisors | 0.21% | Reduce -4.0% | 2,513 | $1.5M |
| Team Hewins, LLC | 0.55% | Add +34.6% | 2,511 | $1.4M |
| Patron Partners, LLC | 0.80% | Reduce -9.1% | 2,507 | $1.4M |
| Waterfront Wealth Inc. | 0.35% | Add +34.9% | 2,471 | $1.4M |
| BNP Paribas | 0.06% | Add +10.6% | 2,492 | $1.4M |
| Canopy Partners, LLC | 0.62% | Reduce -6.7% | 2,490 | $1.4M |
| Toth Financial Advisory Corp. | 0.17% | Add +6.5% | 2,485 | $1.4M |
| American Trust | 0.12% | Reduce -10.0% | 2,473 | $1.4M |
| McGlone Suttner Wealth Management, Inc. | 0.30% | Reduce -13.3% | 2,472 | $1.4M |
| Rebalance, LLC | 0.10% | Add +8.4% | 2,464 | $1.4M |
| Watts Gwilliam & Co., LLC | 0.31% | — | 2,466 | $1.4M |
| Long Run Wealth Advisors, LLC | 0.33% | Add +18.9% | 2,460 | $1.4M |
| Austin Asset Management Co Inc | 0.29% | Reduce -2.1% | 2,459 | $1.4M |
| Newton One Investments LLC | 0.57% | Add +0.2% | 2,458 | $1.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.35% | Reduce -0.7% | 2,453 | $1.4M |
| Bogart Wealth, LLC | 0.07% | Add +2.1% | 2,447 | $1.4M |
| Greenspring Advisors, LLC | 0.31% | Reduce -1.5% | 2,441 | $1.4M |
| Cibc World Markets Corp. | 0.01% | Reduce -38.4% | 2,437 | $1.4M |
| NCM Capital Management, LLC | 0.67% | Add +23.1% | 2,433 | $1.4M |
| Camden National Bank | 0.20% | Reduce -5.7% | 2,433 | $1.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Add +48.1% | 2,398 | $1.4M |
| Clarius Group, LLC | 0.10% | Add +0.0% | 2,418 | $1.4M |
| F/m Investments LLC | 0.04% | Add +435.3% | 2,655 | $1.4M |
| TrinityPoint Wealth, LLC | 0.20% | Add +6.6% | 2,385 | $1.4M |
| Morton Capital Management LLC | 0.27% | Reduce -5.6% | 2,384 | $1.4M |
| Seneca Financial Advisors LLC | 0.67% | Reduce -37.0% | 2,384 | $1.4M |
| Cabot Wealth Management Inc. | 0.17% | Add +18.4% | 2,383 | $1.4M |
| Birchcreek Wealth Management, LLC | 0.90% | Reduce -9.1% | 2,379 | $1.4M |
| Midwest Heritage Bank, FSB | 0.64% | No change | 2,376 | $1.4M |
| SkyOak Wealth, LLC | 0.30% | Reduce -3.4% | 2,365 | $1.4M |
| Athena Investment Management | 0.78% | No change | 2,363 | $1.4M |
| ABLE Financial Group, LLC | 0.42% | Add +4.6% | 2,362 | $1.4M |
| Highline Wealth Partners LLC | 0.46% | Reduce -1.1% | 2,360 | $1.4M |
| Corrado Advisors, LLC | 0.85% | Reduce -4.7% | 2,359 | $1.4M |
| HBC Financial Services, PLLC | 0.83% | Reduce -2.2% | 2,332 | $1.4M |
| Kestra Investment Management, LLC | 0.06% | Add +162.6% | 2,353 | $1.4M |
| Asset Allocation Strategies LLC | 0.38% | Add +514.4% | 2,341 | $1.4M |
| Skyline Advisors, Inc. | 0.56% | New | 2,339 | $1.3M |
| Ballast Advisors LLC | 0.42% | Reduce -8.7% | 2,338 | $1.3M |
| Embree Financial Group | 0.24% | Reduce -0.3% | 2,335 | $1.3M |
| Bank of Marin | 1.08% | Add +21.2% | 2,329 | $1.3M |
| Means Investment Co., Inc. | 0.15% | Add +7.8% | 2,326 | $1.3M |
| Lake Hills Wealth Management, LLC | 0.90% | No change | 2,325 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.17% | No change | 2,323 | $1.3M |
| Geometric Wealth Advisors | 0.25% | Add +23.8% | 2,318 | $1.3M |
| Kowal Investment Group, LLC | 0.25% | Reduce -6.8% | 2,315 | $1.3M |
| Destiny Wealth Partners, LLC | 0.23% | Reduce -4.1% | 2,315 | $1.3M |
| Seascape Capital Management | 0.47% | Add +0.1% | 2,302 | $1.3M |
| REDW Wealth LLC | 0.34% | Reduce -7.8% | 2,302 | $1.3M |
| Washington Trust Advisors, Inc. | 0.11% | No change | 2,301 | $1.3M |
| Cape Investment Advisory, Inc. | 0.53% | Add +57.8% | 2,284 | $1.3M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.32% | Reduce -3.9% | 2,282 | $1.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.52% | Reduce -29.6% | 2,281 | $1.3M |
| Householder Group Estate & Retirement Specialist, LLC | 0.38% | Reduce -3.9% | 2,280 | $1.3M |
| Mendel Capital Management LLC | 0.80% | Add +1.1% | 2,267 | $1.3M |
| FSC Wealth Advisors, LLC | 0.93% | Add +9.3% | 2,253 | $1.3M |
| Van Cleef Asset Management,Inc | 0.14% | Reduce -3.5% | 2,247 | $1.3M |
| Reinhart Partners, Llc. | 0.05% | No change | 2,245 | $1.3M |
| Capstone Wealth Management Group, LLC | 0.77% | Add +0.1% | 2,240 | $1.3M |
| Criterion Capital Advisors, LLC | 0.81% | No change | 2,351 | $1.3M |
| First Bank & Trust | 0.24% | Add +9.2% | 2,228 | $1.3M |
| Advisory Alpha, LLC | 0.05% | Add +11.6% | 2,220 | $1.3M |
| Intergy Private Wealth, LLC | 0.49% | Reduce -0.7% | 2,221 | $1.3M |
| Wealthquest Corp | 0.11% | Reduce -0.5% | 2,234 | $1.3M |
| Oak Harvest Investment Services | 0.18% | Reduce -1.1% | 2,212 | $1.3M |
| Arthur M. Cohen & Associates, LLC | 0.23% | Add +0.3% | 2,227 | $1.3M |
| Focused Wealth Management, Inc | 0.17% | Reduce -0.1% | 2,200 | $1.3M |
| Bond & Devick Financial Network, Inc. | 0.54% | No change | 2,183 | $1.3M |
| Range Financial Group LLC | 1.72% | Reduce -13.3% | 2,171 | $1.3M |
| RW Investment Management LLC | 0.16% | No change | 2,169 | $1.3M |
| 180 Wealth Advisors, LLC | 0.20% | Reduce -7.4% | 2,167 | $1.2M |
| Wealth Advisory Solutions, LLC | 0.34% | Add +0.7% | 2,163 | $1.2M |
| Safeguard Financial, LLC | 0.29% | Add +114.3% | 2,160 | $1.2M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.45% | No change | 2,155 | $1.2M |
| Christensen, King & Associates Investment Services, Inc. | 0.58% | Add +0.1% | 2,147 | $1.2M |
| Axiom Investors LLC | 0.01% | Reduce -43.5% | 2,147 | $1.2M |
| Crew Capital Management, Ltd | 0.99% | Reduce -23.8% | 2,146 | $1.2M |
| CCG Wealth Management, LLC | 0.69% | Reduce -1.7% | 2,144 | $1.2M |
| Roberts Wealth Advisors, LLC | 0.40% | Reduce -1.3% | 2,144 | $1.2M |
| White Lighthouse Investment Management Inc. | 0.22% | Reduce -3.2% | 2,132 | $1.2M |
| Sightline Wealth Advisors, LLC | 0.68% | Add +9.8% | 2,132 | $1.2M |
| Atwood & Palmer Inc. | 0.08% | No change | 2,122 | $1.2M |
| STAR Financial Bank | 0.82% | Reduce -20.6% | 2,119 | $1.2M |
| Cannell & Spears LLC | 0.02% | No change | 2,114 | $1.2M |
| S&T Bank | 0.32% | No change | 2,108 | $1.2M |
| FMB Wealth Management | 0.69% | No change | 2,103 | $1.2M |
| Independent Investors Inc. | 0.25% | Reduce -1.9% | 2,103 | $1.2M |
| Yarbrough Capital, LLC | 0.05% | No change | 2,098 | $1.2M |
| Cannon Wealth Management Services, LLC | 1.11% | — | 2,095 | $1.2M |
| Herold Advisors, Inc. | 0.26% | Reduce -29.5% | 2,093 | $1.2M |
| Security National Bank of So Dak | 0.67% | New | 2,087 | $1.2M |
| Harbor Capital Advisors, Inc. | 0.05% | Add +7.0% | 2,081 | $1.2M |
| Planning Center, Inc. | 0.15% | Add +2.0% | 2,078 | $1.2M |
| Searle & Co. | 0.30% | Reduce -10.3% | 2,068 | $1.2M |
| Bragg Financial Advisors, Inc | 0.05% | Add +4.9% | 2,068 | $1.2M |
| Tiemann Investment Advisors, LLC | 0.51% | Add +12.9% | 2,062 | $1.2M |
| Southeast Asset Advisors, LLC | 0.13% | No change | 2,058 | $1.2M |
| Balanced Wealth Group LLC | 0.53% | Reduce -22.4% | 2,058 | $1.2M |
| Vista Investment Management | 0.45% | Reduce -0.1% | 2,057 | $1.2M |
| Hamilton Capital, LLC | 0.09% | Add +5.5% | 2,075 | $1.2M |
| Smart Portfolios, LLC | 1.20% | Reduce -19.4% | 2,047 | $1.2M |
| Harvest Investment Services, LLC | 0.38% | Add +3.6% | 2,045 | $1.2M |
| Wells Financial Advisors INC | 1.59% | Reduce -45.5% | 2,037 | $1.2M |
| Redwood Investment Management, LLC | 0.10% | Add +3.8% | 2,014 | $1.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.27% | Reduce -3.6% | 2,030 | $1.2M |
| Gibbs Wealth Management | 0.38% | Reduce -0.4% | 2,029 | $1.2M |
| Hardin Capital Partners, LLC | 0.66% | Reduce -2.2% | 2,032 | $1.2M |
| Clarity Capital Partners LLC | 0.69% | Add +5.1% | 2,027 | $1.2M |
| LexAurum Advisors, LLC | 0.26% | Reduce -10.0% | 2,017 | $1.2M |
| Cozad Asset Management Inc. | 0.11% | Add +0.2% | 2,015 | $1.2M |
| Trexquant Investment LP | 0.01% | Add +19.5% | 2,013 | $1.2M |
| HHM Wealth Advisors, LLC | 0.16% | Reduce -39.2% | 2,011 | $1.2M |
| Rather & Kittrell, Inc. | 0.28% | No change | 2,005 | $1.2M |
| MADDEN SECURITIES Corp | 0.50% | Reduce -16.8% | 2,000 | $1.2M |
| Stephens Consulting, LLC | 0.29% | Reduce -0.3% | 1,992 | $1.1M |
| Strategic Investment Advisors / MI | 0.13% | Reduce -6.0% | 1,991 | $1.1M |
| GLOBALT Investments LLC / GA | 0.04% | No change | 1,988 | $1.1M |
| Marshall Financial Group, LLC | 0.27% | Add +122.0% | 1,985 | $1.1M |
| Violich Capital Management, Inc. | 0.15% | Add +3.9% | 1,985 | $1.1M |
| Dodds Wealth, LLC | 0.38% | Reduce -2.7% | 1,977 | $1.1M |
| Beese Fulmer Investment Management, Inc. | 0.10% | Add +47.1% | 1,980 | $1.1M |
| Fort Sheridan Advisors LLC | 0.17% | Add +1.5% | 1,980 | $1.1M |
| Sara-Bay Financial | 0.41% | Reduce -24.4% | 1,976 | $1.1M |
| Brophy Wealth Management, LLC | 0.41% | — | 1,972 | $1.1M |
| Ardent Capital Management, Inc. | 0.52% | No change | 1,966 | $1.1M |
| Pitti Group Wealth Management, LLC | 1.23% | No change | 2,374 | $1.1M |
| Rollins Financial Advisors, LLC | 0.19% | Add +5.9% | 1,963 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.78% | Reduce -0.9% | 1,959 | $1.1M |
| RPS Advisory Solutions LLC | 0.81% | Reduce -18.6% | 1,957 | $1.1M |
| Provenance Wealth Advisors, LLC | 0.14% | No change | 1,955 | $1.1M |
| Accretive Wealth Partners, LLC | 0.47% | Add +3.8% | 1,954 | $1.1M |
| Cortland Associates Inc. | 0.14% | No change | 1,952 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.23% | Add +1.3% | 1,949 | $1.1M |
| Members Trust Co | 0.04% | No change | 1,946 | $1.1M |
| Klingenstein Fields & Co. LP | 0.04% | Add +0.2% | 1,933 | $1.1M |
| MBL Wealth, LLC | 0.12% | No change | 1,932 | $1.1M |
| Affinity Wealth Management LLC | 0.20% | Reduce -1.9% | 1,922 | $1.1M |
| Drake & Associates, LLC | 0.36% | Add +18.4% | 1,914 | $1.1M |
| Ballast, Inc. | 0.31% | No change | 1,908 | $1.1M |
| CORDA Investment Management, LLC. | 0.09% | New | 1,907 | $1.1M |
| Chicago Wealth Management, Inc. | 0.59% | No change | 1,907 | $1.1M |
| Creegan & Nassoura Financial Group, LLC | 0.69% | No change | 1,904 | $1.1M |
| Bill Few Associates, Inc. | 0.39% | Reduce -8.6% | 1,900 | $1.1M |
| Sensible Money, LLC | 0.48% | Reduce -3.8% | 1,894 | $1.1M |
| Correct Capital Wealth Management | 0.24% | Add +24.2% | 1,879 | $1.1M |
| D. Scott Neal, Inc. | 0.57% | No change | 1,877 | $1.1M |
| Main Street Research LLC | 0.07% | Add +42.9% | 1,877 | $1.1M |
| Financial & Tax Architects, LLC | 0.28% | New | 1,876 | $1.1M |
| Garde Capital, Inc. | 0.07% | Reduce -3.4% | 1,876 | $1.1M |
| PVG Asset Management Corp. | 4.34% | Reduce -65.4% | 1,871 | $1.1M |
| Prosperity Wealth Management, Inc. | 0.43% | Add +2.9% | 1,866 | $1.1M |
| Compton Wealth Advisory Group, LLC | 0.27% | No change | 1,855 | $1.1M |
| Penney Financial, LLC | 0.73% | Add +0.8% | 1,854 | $1.1M |
| Peachtree Investment Partners, LLC | 0.40% | Add +0.2% | 1,843 | $1.1M |
| Silicon Valley Capital Partners | 0.14% | Add +0.4% | 1,842 | $1.1M |
| Sompo Asset Management Co., Ltd. | 0.17% | Reduce -48.8% | 1,840 | $1.1M |
| River Street Advisors LLC | 0.58% | Add +32.1% | 1,839 | $1.1M |
| Schrum Private Wealth Management LLC | 0.55% | Reduce -52.0% | 1,838 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.43% | Reduce -5.6% | 1,830 | $1.1M |
| IronBridge Private Wealth, LLC | 0.39% | No change | 1,829 | $1.1M |
| Cable Hill Partners, LLC | 0.10% | Reduce -10.9% | 1,822 | $1.1M |
| Altiora Financial Group, LLC | 0.23% | No change | 1,818 | $1.0M |
| Joule Financial, LLC | 0.38% | Add +2.8% | 1,816 | $1.0M |
| CGN Advisors LLC | 0.11% | Reduce -24.9% | 1,811 | $1.0M |
| Marks Group Wealth Management, Inc | 0.10% | Add +8.6% | 1,811 | $1.0M |
| Towneley Capital Management, Inc / DE | 0.24% | Reduce -10.0% | 1,806 | $1.0M |
| Agate Pass Investment Management, LLC | 0.52% | Add +1.9% | 1,791 | $1.0M |
| Altfest L J & Co. Inc. | 0.14% | Add +3.1% | 1,785 | $1.0M |
| Axecap Investments, LLC | 0.78% | — | 1,779 | $1.0M |
| Capital Asset Advisory Services LLC | 0.05% | Add +6.2% | 1,782 | $1.0M |
| Pure Portfolios Holdings LLC | 0.39% | — | 1,778 | $1.0M |
| Opal Wealth Advisors, LLC | 0.32% | Add +1.0% | 1,770 | $1.0M |
| Sage Capital Management, LLC | 0.49% | Add +0.1% | 1,766 | $1.0M |
| Falcon Wealth Planning | 0.12% | Add +2.1% | 1,758 | $1.0M |
| Jim Saulnier & Associates, LLC | 0.99% | — | 1,754 | $1.0M |
| Private Capital Management LLC | 0.18% | Add +0.7% | 1,751 | $1.0M |
| Citizens Business Bank | 0.20% | No change | 1,750 | $1.0M |
| Jmac Enterprises LLC | 0.16% | Reduce -0.5% | 1,748 | $1.0M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -0.3% | 1,742 | $1.0M |
| Northwest Financial Advisors | 0.80% | Reduce -3.6% | 1,741 | $1.0M |
| Independent Wealth Network Inc. | 0.45% | Add +9.4% | 1,741 | $1.0M |
| Avalon Trust Co | 0.07% | Add +814.7% | 1,738 | $1.0M |
| Trinity Wealth Management, LLC | 0.46% | Add +5.0% | 1,738 | $1.0M |
| First National Bank & Trust Co. of Newtown | 0.19% | Add +16.6% | 1,731 | $998K |
| Spinnaker Trust | 0.06% | No change | 1,729 | $997K |
| Bouchey Financial Group, Ltd. | 0.09% | Reduce -2.3% | 1,727 | $996K |
| Capital City Trust Co. | 0.25% | Add +13.3% | 1,726 | $996K |
| Advocacy Wealth Management, LLC | 0.08% | No change | 1,726 | $996K |
| Arrowroot Family Office, LLC | 0.58% | Reduce -2.0% | 1,725 | $995K |
| Relyea Zuckerberg Hanson LLC | 0.15% | No change | 1,722 | $993K |
| CFO4Life Group, LLC | 0.17% | Add +77.3% | 1,707 | $985K |
| Timber Creek Capital Management LLC | 0.28% | No change | 1,706 | $984K |
| Gerber, LLC | 0.72% | Add +0.1% | 1,703 | $982K |
| W1M Investment Management Ltd | 0.02% | No change | 1,695 | $978K |
| Keener Financial Planning LLC | 0.64% | No change | 1,688 | $973K |
| Aspen Wealth Management LLC | 0.30% | Add +0.4% | 1,687 | $973K |
| ProVise Management Group, LLC | 0.08% | Reduce -13.1% | 1,686 | $973K |
| Rothschild Investment LLC | 0.06% | Add +124.6% | 1,682 | $970K |
| Muirfield Wealth Advisors LLC | 0.82% | Reduce -7.5% | 1,677 | $967K |
| Insight Wealth Strategies, LLC | 0.13% | Reduce -1.4% | 1,676 | $966K |
| Prosperity Planning, Inc. | 0.42% | Reduce -12.4% | 1,651 | $952K |
| Wealth Advisors of Tampa Bay, LLC | 0.40% | Reduce -5.2% | 1,646 | $949K |
| American Investment Services, Inc. | 0.16% | Reduce -3.8% | 1,645 | $949K |
| Better Money Decisions, LLC | 0.67% | Reduce -11.5% | 1,639 | $946K |
| RMR Capital Management, LLC | 0.80% | No change | 1,638 | $945K |
| Sandbox Financial Partners, LLC | 0.33% | Add +0.2% | 1,636 | $944K |
| Parcion Private Wealth LLC | 0.08% | Add +0.5% | 1,629 | $940K |
| Life Planning Partners, Inc | 0.84% | Reduce -1.9% | 1,628 | $939K |
| Summitry LLC | 0.04% | Add +9.8% | 1,625 | $937K |
| Brooks, Moore & Associates, Inc. | 0.55% | No change | 1,625 | $937K |
| Tanager Wealth Management LLP | 0.13% | Add +72.4% | 1,619 | $934K |
| Ifrah Financial Services, Inc. | 0.25% | Add +18.9% | 1,613 | $931K |
| Montz Harcus Wealth Management LLC | 0.54% | Add +0.4% | 1,613 | $930K |
| Rappaport Reiches Capital Management, LLC | 0.25% | No change | 1,611 | $929K |
| Aurora Private Wealth, Inc. | 0.73% | Add +0.1% | 1,610 | $929K |
| Hummer Financial Advisory Services Inc | 0.73% | No change | 1,610 | $929K |
| Portfolio Strategies, Inc. | 0.13% | No change | 1,609 | $928K |
| Biechele Royce Advisors | 0.30% | Reduce -24.4% | 1,592 | $918K |
| Walter & Keenan Wealth Management LLC /in/ | 0.28% | No change | 1,590 | $917K |
| Meritas Wealth Management, LLC | 0.57% | No change | 1,590 | $917K |
| Shepherd Kaplan Krochuk, LLC | 0.69% | Add +4.8% | 1,582 | $913K |
| Smith Salley Wealth Management | 0.06% | Reduce -2.4% | 1,581 | $912K |
| Lloyd Advisory Services, LLC. | 0.44% | Reduce -45.6% | 1,579 | $911K |
| TPG Financial Advisors, LLC | 0.41% | Add +0.1% | 1,570 | $906K |
| Madden Advisory Services, Inc. | 0.41% | Add +23.4% | 1,568 | $905K |
| Aerodigm Wealth, LLC | 0.57% | Reduce -0.3% | 1,565 | $903K |
| Prairie Wealth Advisors, Inc. | 0.45% | Reduce -29.5% | 1,564 | $902K |
| Adero Partners, LLC | 0.06% | Reduce -8.3% | 1,562 | $901K |
| Mitchell McLeod Pugh & Williams Inc. | 0.19% | Reduce -12.0% | 1,559 | $899K |
| Ceeto Capital Group, LLC | 0.34% | No change | 1,556 | $898K |
| Ramirez Asset Management, Inc. | 0.17% | No change | 1,555 | $897K |
| Wade Financial Advisory, Inc | 0.30% | Add +7.7% | 1,552 | $895K |
| Tennessee Valley Asset Management Partners | 0.15% | Reduce -3.5% | 1,551 | $895K |
| Colorado Capital Management, Inc. | 0.44% | Reduce -18.2% | 1,550 | $894K |
| DHJJ Financial Advisors, Ltd. | 0.35% | Reduce -2.3% | 1,549 | $893K |
| Johnson Financial Group, LLC | 0.11% | Add +59.0% | 1,545 | $891K |
| Wealthfront Advisers LLC | 0.00% | Reduce -18.0% | 1,542 | $889K |
| Culbertson A N & Co. Inc. | 0.14% | Reduce -2.5% | 1,541 | $889K |
| Autumn Glory Partners, LLC | 0.34% | No change | 1,540 | $888K |
| MN Wealth Advisors, LLC | 0.50% | Reduce -1.3% | 1,537 | $887K |
| L.M. Kohn & Company | 0.22% | Add +34.1% | 1,536 | $886K |
| Shakespeare Wealth Management, LLC | 0.23% | Add +0.3% | 1,531 | $883K |
| Harrell Investment Partners, LLC | 0.25% | Reduce -15.2% | 1,529 | $882K |
| Worth Asset Management, LLC | 0.48% | No change | 1,525 | $880K |
| Andrew Hill Investment Advisors, Inc. | 0.66% | Reduce -0.5% | 1,519 | $876K |
| Verity & Verity, LLC | 0.09% | Add +217.6% | 1,518 | $876K |
| Reik & Co., LLC | 0.21% | No change | 1,516 | $874K |
| Retirement Capital Strategies | 0.34% | No change | 1,512 | $872K |
| Revisor Wealth Management LLC | 0.54% | New | 1,509 | $870K |
| WT Wealth Management | 0.28% | Reduce -0.7% | 1,478 | $868K |
| Union Investments & Development Ltd. | 5.15% | No change | 770 | $868K |
| Upper Left Wealth Management, LLC | 0.76% | Reduce -8.3% | 1,529 | $867K |
| Crown Wealth Group, LLC | 0.38% | Reduce -72.0% | 1,501 | $866K |
| American Asset Management Inc. | 0.93% | No change | 1,500 | $865K |
| Principle Wealth Partners LLC | 0.06% | Add +8.9% | 1,496 | $863K |
| Veracity Capital LLC | 0.33% | Reduce -6.7% | 1,493 | $861K |
| Calton & Associates, Inc. | 0.33% | Reduce -5.1% | 1,492 | $861K |
| Root Financial Partners, LLC | 0.14% | Add +66.0% | 1,491 | $860K |
| Planned Solutions, Inc. | 0.35% | Add +0.1% | 1,489 | $859K |
| Sequent Planning LLC | 0.30% | Reduce -6.0% | 1,489 | $859K |
| Westbourne Investment Advisors, Inc. | 0.30% | Add +0.1% | 1,487 | $858K |
| Objectivity Squared, LLC | 0.59% | Reduce -37.8% | 1,499 | $855K |
| DDFG, Inc | 0.24% | Add +3.6% | 1,481 | $854K |
| Hexagon Capital Partners LLC | 0.17% | Reduce -3.7% | 1,480 | $854K |
| Navellier & Associates Inc. | 0.12% | No change | 1,480 | $854K |
| Summit Investment Advisory Services, LLC | 0.45% | New | 1,469 | $848K |
| Performance Wealth Partners, LLC | 0.03% | Reduce -10.6% | 1,464 | $844K |
| Apella Capital, LLC | 0.03% | Add +4.8% | 1,474 | $842K |
| ARS Wealth Advisors Group, LLC | 0.10% | Add +1.5% | 1,457 | $841K |
| Navalign, LLC | 0.25% | Reduce -15.7% | 1,454 | $839K |
| Cedrus LLC | 0.31% | Reduce -8.6% | 1,452 | $838K |
| Royal Fund Management, LLC | 0.06% | Add +92.8% | 1,442 | $833K |
| Shearwater Capital LLC | 0.57% | No change | 1,442 | $832K |
| LongView Wealth Management | 0.27% | Add +15.4% | 1,442 | $832K |
| Teamwork Financial Advisors, LLC | 0.12% | Reduce -7.8% | 1,439 | $830K |
| Avion Wealth | 0.22% | Add +13.3% | 1,439 | $830K |
| McLean Asset Management Corp | 0.25% | No change | 1,440 | $829K |
| BNC Wealth Management, LLC | 0.31% | Reduce -6.4% | 1,437 | $829K |
| Independent Family Office, LLC | 0.42% | No change | 1,434 | $827K |
| TrinityBridge Ltd | 0.03% | Add +95.4% | 1,430 | $825K |
| Signature Resources Capital Management, LLC | 0.75% | Reduce -7.5% | 1,425 | $822K |
| Arkos Global Advisors | 0.12% | Add +3.6% | 1,423 | $821K |
| Clearview Wealth Advisors LLC | 0.63% | Add +0.1% | 1,417 | $817K |
| Chemistry Wealth Management LLC | 0.20% | Reduce -0.1% | 1,414 | $816K |
| Amplius Wealth Advisors, LLC | 0.09% | Add +0.4% | 1,408 | $812K |
| Bennett Selby Investments LP | 0.34% | No change | 1,408 | $812K |
| Capital Investment Services of America, Inc. | 0.08% | No change | 1,407 | $812K |
| Seaside Wealth Management, Inc. | 0.31% | Reduce -2.1% | 1,405 | $810K |
| Hudson Capital Management LLC | 0.27% | No change | 1,399 | $807K |
| Meeder Advisory Services, Inc. | 0.05% | Add +64.0% | 1,394 | $804K |
| Staley Capital Advisers Inc. | 0.04% | Reduce -3.1% | 1,393 | $803K |
| Slow Capital, Inc. | 0.12% | Reduce -8.4% | 1,392 | $803K |
| Gibson Capital, LLC | 0.16% | No change | 1,391 | $802K |
| Johnson Bixby & Associates, LLC | 0.12% | Reduce -15.5% | 1,389 | $801K |
| Regency Capital Management Inc.\DE | 0.44% | Reduce -0.4% | 1,385 | $799K |
| Hall Kathryn A. | 0.17% | No change | 1,385 | $799K |
| Ingalls & Snyder LLC | 0.03% | Add +18.7% | 1,383 | $798K |
| Blankinship & Foster, LLC | 0.19% | No change | 1,381 | $797K |
| KPP Advisory Services LLC | 0.19% | Reduce -47.3% | 1,376 | $794K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.22% | Reduce -35.2% | 1,374 | $793K |
| Legacy Financial Group, Inc. | 0.27% | Add +3.6% | 1,388 | $793K |
| WealthTrust Axiom LLC | 0.23% | Add +24.7% | 1,374 | $793K |
| Princeton Global Asset Management LLC | 0.15% | Add +712.4% | 1,373 | $792K |
| Newman Dignan & Sheerar, Inc. | 0.19% | No change | 1,349 | $787K |
| Holderness Investments Co. | 0.17% | New | 1,360 | $785K |
| TruNorth Capital Management, LLC | 0.23% | Reduce -2.2% | 1,349 | $778K |
| Financial Futures Ltd Liability Co. | 0.45% | Reduce -1.6% | 1,349 | $778K |
| Capital Market Strategies LLC | 0.47% | Reduce -6.3% | 1,348 | $778K |
| Kings Path Partners LLC | 0.33% | Add +9.0% | 1,347 | $777K |
| Investment Research & Advisory Group, Inc. | 0.33% | Reduce -4.0% | 1,343 | $775K |
| LJI Wealth Management, LLC | 0.16% | Reduce -31.7% | 1,342 | $774K |
| Foster & Motley Inc. | 0.05% | Reduce -10.9% | 1,336 | $771K |
| Mayport, LLC | 0.25% | Add +0.1% | 1,336 | $770K |
| Great Waters Wealth Management | 0.10% | Add +0.1% | 1,326 | $765K |
| Global Assets Advisory, LLC | 0.42% | Reduce -58.3% | 1,338 | $764K |
| Juncture Wealth Strategies, LLC | 0.30% | Reduce -1.7% | 1,325 | $764K |
| Redmond Asset Management, LLC | 0.24% | Reduce -0.1% | 1,320 | $761K |
| Chris Bulman Inc | 0.52% | Add +4.1% | 1,314 | $758K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +0.2% | 1,314 | $758K |
| Pathway Financial Advisors LLC | 0.19% | No change | 1,314 | $758K |
| Frisch Financial Group, Inc. | 0.23% | Reduce -5.4% | 1,313 | $757K |
| Fiduciary Financial Group, LLC | 0.17% | Add +11.8% | 1,313 | $756K |
| Chatham Capital Group, Inc. | 0.12% | No change | 1,309 | $755K |
| Tenret Co LLC | 0.47% | No change | 1,307 | $754K |
| Carson Advisory Inc. | 0.47% | Add +0.9% | 1,305 | $753K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.19% | Add +6.9% | 1,304 | $753K |
| Townsend Asset Management Corp. /NC/ | 0.28% | Reduce -2.2% | 1,303 | $751K |
| Sageworth Trust Co of South Dakota | 0.96% | Add +21.5% | 1,302 | $751K |
| Fenimore Asset Management Inc | 0.02% | Add +8.3% | 1,300 | $750K |
| Invesco Ltd. | 0.00% | Add +62.5% | 1,297 | $748K |
| Balboa Wealth Partners | 0.19% | Add +1.3% | 1,292 | $745K |
| Hemenway Trust Co LLC | 0.06% | Reduce -0.8% | 1,288 | $743K |
| First National Bank of Mount Dora, Trust Investment Services | 0.17% | No change | 1,269 | $732K |
| Horizons Wealth Management | 0.57% | Reduce -1.5% | 1,268 | $731K |
| USAdvisors Wealth Management, LLC | 0.26% | Add +8.3% | 1,273 | $730K |
| SMART Wealth LLC | 0.29% | Add +32.4% | 1,262 | $728K |
| Tsfg, LLC | 0.16% | Reduce -6.4% | 1,258 | $726K |
| Anchor Capital Advisors LLC | 0.02% | No change | 1,257 | $725K |
| Iams Wealth Management, LLC | 0.36% | Add +10.0% | 1,256 | $724K |
| Bath Savings Trust Co | 0.07% | Add +0.3% | 1,256 | $724K |
| Addison Advisors LLC | 0.20% | Reduce -7.5% | 1,251 | $722K |
| Wimmer Associates 1, LLC | 0.35% | No change | 1,250 | $721K |
| Convergence Financial, LLC | 0.15% | Reduce -18.9% | 1,244 | $718K |
| Conservest Capital Advisors, Inc. | 0.07% | No change | 1,363 | $717K |
| Tenon Financial LLC | 0.47% | Add +0.2% | 1,240 | $715K |
| Collaborative Wealth Managment Inc. | 0.32% | Add +10.3% | 1,238 | $714K |
| Burton Enright Welch | 0.15% | No change | 1,235 | $712K |
| Donaldson Capital Management, LLC | 0.03% | Reduce -8.5% | 1,234 | $712K |
| Register Financial Advisors LLC | 0.36% | Add +0.7% | 1,233 | $711K |
| Cary Street Partners Asset Management LLC | 0.09% | Add +75.5% | 1,227 | $708K |
| Indie Asset Partners, LLC | 0.53% | Add +61.0% | 1,225 | $707K |
| Lokken Investment Group LLC | 0.29% | Reduce -19.7% | 1,225 | $707K |
| D.B. Root & Company, LLC | 0.23% | Add +116.8% | 1,223 | $706K |
| O'Brien Wealth Partners LLC | 0.14% | No change | 1,220 | $704K |
| D L Carlson Investment Group Inc. | 0.13% | No change | 1,220 | $704K |
| Front Row Advisors LLC | 0.25% | Reduce -22.1% | 1,219 | $703K |
| Main Street Group, LTD | 0.31% | Reduce -6.0% | 1,219 | $703K |
| Martin & Co. Inc. | 0.17% | No change | 1,217 | $702K |
| Field & Main Bank | 0.25% | Reduce -13.8% | 1,215 | $701K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -16.9% | 1,215 | $701K |
| Partners in Financial Planning | 0.14% | No change | 1,214 | $700K |
| N.E.W. Advisory Services LLC | 0.07% | Reduce -28.4% | 1,213 | $700K |
| Hall Laurie J Trustee | 0.22% | Reduce -5.8% | 1,212 | $699K |
| Mittelman Wealth Management | 0.40% | Reduce -2.0% | 1,211 | $699K |
| Marion Wealth Management | 0.19% | Reduce -11.7% | 1,210 | $698K |
| VCI Wealth Management LLC | 0.31% | Reduce -1.4% | 1,208 | $697K |
| Eagle Ridge Investment Management | 0.06% | Reduce -4.8% | 1,207 | $696K |
| Concord Wealth Partners | 0.12% | Add +0.3% | 1,206 | $696K |
| RAM Investment Partners, LLC | 0.18% | Add +0.7% | 1,200 | $692K |
| Atlas Capital Advisors Inc. | 0.11% | Add +1.0% | 1,190 | $686K |
| Prosperity Financial Group, Inc. | 0.39% | Add +11.0% | 1,190 | $686K |
| Radnor Capital Management, LLC | 0.10% | New | 1,189 | $686K |
| Sharp Wealth Advisory, LLC | 0.53% | Add +21.5% | 1,186 | $684K |
| Tandem Capital Management Corp. | 0.36% | No change | 1,181 | $681K |
| Sabal Trust CO | 0.04% | Reduce -2.1% | 1,180 | $681K |
| Motiv8 Investments LLC | 0.46% | Reduce -12.6% | 1,180 | $681K |
| GGM Financial LLC | 0.58% | Reduce -4.3% | 1,171 | $675K |
| Aries Wealth Management | 0.19% | No change | 1,169 | $674K |
| Stiles Financial Services Inc | 0.24% | Reduce -15.0% | 1,167 | $673K |
| Inscription Capital, LLC | 0.10% | Add +0.4% | 1,165 | $672K |
| Fourpath Capital Management, LLC | 0.12% | New | 1,162 | $670K |
| Ignite Planners, LLC | 0.15% | Reduce -8.7% | 1,155 | $666K |
| Strategic Financial Planning, Inc. | 0.44% | No change | 1,149 | $662K |
| FSA Wealth Management LLC | 0.26% | — | 1,148 | $662K |
| Gill Capital Partners, LLC | 0.24% | Reduce -4.2% | 1,142 | $659K |
| KKM Financial LLC | 0.32% | Add +17.0% | 1,137 | $656K |
| Safeguard Investment Advisory Group, LLC | 0.19% | Add +1.3% | 1,136 | $656K |
| Mountain Pacific Investment Advisers LLC | 0.04% | No change | 1,135 | $655K |
| CFM Wealth Partners LLC | 0.11% | Add +0.1% | 1,133 | $654K |
| BCK Partners, Inc. | 0.31% | Reduce -3.8% | 1,130 | $652K |
| Bellecapital International Ltd. | 0.13% | No change | 1,127 | $650K |
| West Michigan Advisors, LLC | 0.20% | Add +3.5% | 1,124 | $648K |
| Argent Capital Management LLC | 0.02% | No change | 1,124 | $648K |
| Somerset Trust Co | 0.24% | Reduce -1.8% | 1,123 | $648K |
| FWG Investments, LLC. | 0.56% | Add +1.4% | 1,122 | $647K |
| Slagle Financial, LLC | 0.29% | Reduce -13.2% | 1,121 | $647K |
| St. Louis Trust Co | 0.09% | No change | 1,120 | $646K |
| Glenorchy Capital Ltd | 0.48% | No change | 1,118 | $645K |
| Chartwell Investment Partners, LLC | 0.02% | Reduce -13.2% | 1,116 | $644K |
| RDA Financial Network | 0.20% | Add +8.0% | 1,115 | $643K |
| Activest Wealth Management | 0.20% | Add +0.4% | 1,115 | $643K |
| Tilson Financial Group, Inc. | 0.28% | New | 1,113 | $642K |
| True Wealth Design, LLC | 0.25% | Reduce -55.0% | 1,105 | $637K |
| Zuckerman Investment Group, LLC | 0.07% | Reduce -14.9% | 1,104 | $637K |
| Future Financial Wealth Managment LLC | 0.45% | No change | 1,102 | $636K |
| TPG Advisors LLC | 0.49% | Add +0.5% | 1,097 | $633K |
| Samalin Investment Counsel, LLC | 0.27% | Add +35.6% | 1,090 | $629K |
| Total Wealth Planning, LLC | 0.10% | Reduce -6.5% | 1,088 | $628K |
| FourThought Financial Partners, LLC | 0.07% | Reduce -9.7% | 1,087 | $627K |
| Bensler, LLC | 0.08% | Reduce -2.0% | 1,083 | $625K |
| Hanson & Doremus Investment Management | 0.10% | No change | 1,081 | $624K |
| West Oak Capital, LLC | 0.31% | Add +4.4% | 1,081 | $624K |
| United Bank | 0.29% | Add +22.2% | 1,079 | $622K |
| Wealthspan Partners, LLC | 0.31% | Add +0.5% | 1,078 | $622K |
| HMS Capital Management, LLC | 0.30% | No change | 1,076 | $621K |
| Twelve Points Wealth Management LLC | 0.19% | Reduce -5.6% | 1,074 | $620K |
| Paragon Advisors, LLC | 0.20% | No change | 1,071 | $618K |
| Hofer & Associates. Inc | 0.43% | Reduce -0.2% | 1,068 | $616K |
| Stonekeep Investments, LLC | 0.48% | Add +15.6% | 1,068 | $616K |
| Smith & Howard Wealth Management, LLC | 0.17% | Reduce -11.8% | 1,067 | $615K |
| Hamilton Point Investment Advisors, LLC | 0.11% | No change | 1,067 | $615K |
| Milestone Asset Management, LLC | 0.14% | Add +0.1% | 1,066 | $615K |
| McDonald Partners LLC | 0.15% | Add +15.6% | 1,055 | $609K |
| Impact Partnership Wealth, LLC | 0.14% | Reduce -30.4% | 1,055 | $609K |
| Marco Investment Management LLC | 0.05% | No change | 1,051 | $606K |
| Barlow Wealth Partners, LLC | 0.08% | Add +20.3% | 1,062 | $606K |
| Next Level Private LLC | 0.25% | Add +0.2% | 1,050 | $606K |
| Seven Mile Advisory | 0.40% | No change | 1,041 | $600K |
| Haverford Financial Services, Inc. | 0.17% | No change | 1,040 | $600K |
| Hobbs Group Advisors, LLC | 0.21% | Add +8.5% | 1,035 | $597K |
| Center For Asset Management LLC | 0.36% | Add +0.4% | 1,035 | $597K |
| Seneca House Advisors | 0.25% | Add +3.5% | 1,032 | $595K |
| Drucker Wealth 3.0, LLC | 0.14% | Reduce -21.3% | 1,032 | $595K |
| XTX Topco Ltd | 0.04% | New | 1,030 | $594K |
| Delta Asset Management LLC | 0.05% | No change | 1,029 | $594K |
| Resolute Wealth Strategies, LLC | 0.31% | Add +0.1% | 1,027 | $592K |
| Monte Financial Group, LLC | 0.25% | Reduce -1.6% | 1,027 | $592K |
| Grey Fox Wealth Advisors, LLC | 0.17% | Reduce -4.6% | 1,026 | $592K |
| Key Client Fiduciary Advisors, LLC | 0.27% | Reduce -1.1% | 1,026 | $592K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 1,023 | $590K |
| Silver Oak Advisory Group, Inc. | 0.30% | No change | 1,019 | $587K |
| Kaizen Financial Strategies | 0.34% | Add +0.1% | 1,016 | $586K |
| Novak & Powell Financial Services, Inc. | 0.34% | Reduce -10.3% | 1,015 | $586K |
| Plimoth Trust Co. LLC | 0.15% | Reduce -2.2% | 1,012 | $584K |
| Iron Horse Wealth Management, LLC | 0.20% | Add +11.6% | 1,010 | $583K |
| Tidemark, LLC | 0.24% | Add +6.4% | 1,009 | $582K |
| Delta Financial Advisors LLC | 0.21% | Add +0.7% | 1,008 | $581K |
| Peninsula Asset Management Inc. | 0.29% | No change | 1,007 | $581K |
| Matrix Private Capital Group LLC | 0.33% | Reduce -0.9% | 1,003 | $579K |
| Mark Sheptoff Financial Planning, LLC | 0.31% | Add +8.0% | 1,002 | $578K |
| Financial Security Advisor, Inc. | 0.14% | Add +0.3% | 1,001 | $577K |
| Gleason Group, Inc. | 0.11% | Add +0.2% | 1,000 | $577K |
| Dash Acquisitions Inc. | 0.14% | No change | 991 | $576K |
| United Bank | 0.07% | No change | 996 | $575K |
| CPC Advisors, LLC | 0.09% | No change | 996 | $575K |
| Fiduciary Alliance LLC | 0.08% | Reduce -2.4% | 995 | $574K |
| Sage Private Wealth Group, LLC | 0.45% | Reduce -5.2% | 994 | $574K |
| Barr E S & Co. | 0.04% | Add +27.0% | 992 | $572K |
| Stonebrook Private Inc. | 0.15% | Add +0.3% | 992 | $572K |
| Great Lakes Retirement, Inc. | 0.07% | Reduce -36.1% | 982 | $567K |
| City State Bank | 0.21% | Reduce -3.8% | 982 | $566K |
| Compass Wealth Management LLC | 0.13% | Reduce -9.3% | 979 | $565K |
| Petredis Investment Advisors LLC | 0.06% | New | 978 | $564K |
| Cambridge Advisors Inc. | 0.12% | No change | 973 | $561K |
| First Nebraska Trust Co | 0.05% | No change | 973 | $561K |
| Monument Group Wealth Advisors, LLC | 0.34% | Add +7.4% | 972 | $561K |
| Hunter Associates Investment Management LLC | 0.09% | No change | 968 | $559K |
| Jackson Square Capital, LLC | 0.14% | Add +112.7% | 955 | $551K |
| Bell Bank | 0.07% | Add +6.5% | 955 | $551K |
| Redwood Financial Network Corp | 0.43% | Add +17.3% | 955 | $551K |
| Armstrong Henry H Associates Inc. | 0.05% | No change | 952 | $549K |
| Clark Financial Services Group Inc. | 0.50% | Add +128.1% | 951 | $549K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.86% | Add +1.4% | 948 | $547K |
| Kickstand Ventures, Llc. | 0.14% | Reduce -4.3% | 946 | $546K |
| L. Roy Papp & Associates, LLP | 0.07% | No change | 944 | $545K |
| Up Strategic Wealth Investment Advisors LLC | 0.61% | No change | 941 | $543K |
| Rockport Wealth LLC | 0.14% | New | 940 | $542K |
| Integral Investment Advisors, Inc. | 0.15% | No change | 939 | $542K |
| Austin Wealth Management, LLC | 0.12% | Reduce -9.0% | 944 | $538K |
| Willner & Heller, LLC | 0.48% | Reduce -4.2% | 933 | $538K |
| Private Wealth Group, LLC | 0.27% | No change | 931 | $537K |
| Nicollet Investment Management, Inc. | 0.19% | No change | 931 | $537K |
| Castle Rock Wealth Management, LLC | 0.13% | Add +0.2% | 933 | $536K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.25% | No change | 927 | $535K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -15.8% | 927 | $535K |
| Whitener Capital Management, Inc. | 0.15% | Reduce -1.2% | 926 | $534K |
| Independent Solutions Wealth Management, LLC | 0.12% | Add +44.1% | 925 | $534K |
| Fiduciary Management Inc. | 0.00% | New | 925 | $534K |
| TruWealth Advisors, LLC | 0.03% | Add +2.0% | 925 | $534K |
| Beacon Financial Strategies CORP | 0.36% | No change | 925 | $533K |
| Richardson Capital Management LLC | 0.37% | No change | 924 | $533K |
| Financial Strategies Group, Inc. | 0.12% | No change | 897 | $526K |
| Wambolt & Associates, LLC | 0.14% | Add +7.3% | 921 | $526K |
| Fiduciary Family Office, LLC | 0.17% | Reduce -21.4% | 912 | $526K |
| Cardinal Point Capital Management ULC | 0.09% | New | 912 | $526K |
| Global Wealth Strategies & Associates | 0.17% | Add +157.1% | 910 | $525K |
| Heritage Wealth Management, Inc. | 0.17% | No change | 910 | $525K |
| Wealthstream Advisors, Inc. | 0.10% | No change | 910 | $525K |
| Sequent Asset Management, LLC | 0.26% | No change | 909 | $524K |
| First City Capital Management, Inc. | 0.27% | No change | 902 | $520K |
| Regatta Capital Group, LLC | 0.10% | No change | 901 | $520K |
| Cravens & Co Advisors, LLC | 0.40% | No change | 900 | $519K |
| Farrell Financial LLC | 0.37% | Add +0.2% | 861 | $517K |
| West Wealth Group, LLC | 0.17% | Add +1.2% | 895 | $516K |
| Vestia Personal Wealth Advisors | 0.49% | Add +0.7% | 895 | $516K |
| Davis Capital Management | 0.41% | Add +6.9% | 894 | $516K |
| Core Alternative Capital | 0.10% | No change | 894 | $516K |
| Greenfield Savings Bank | 0.24% | No change | 892 | $515K |
| Grant/GrossMendelsohn, LLC | 0.22% | Reduce -3.4% | 892 | $514K |
| Team Financial Group, LLC | 0.31% | Add +7.1% | 890 | $514K |
| Pointe Capital Management LLC | 0.30% | Add +27.2% | 888 | $512K |
| Powers Advisory Group, LLC | 0.26% | Add +2.3% | 888 | $512K |
| Lodestone Wealth Management LLC | 0.26% | Reduce -1.7% | 887 | $512K |
| Nordwand Advisors, LLC | 0.14% | No change | 885 | $510K |
| Navis Wealth Advisors, LLC | 0.55% | Reduce -18.4% | 885 | $510K |
| Covenant Partners, LLC | 0.15% | No change | 875 | $505K |
| Capasso Planning Partners LLC | 0.15% | Add +0.7% | 874 | $504K |
| NewSquare Capital LLC | 0.04% | Reduce -51.9% | 874 | $504K |
| Piedmont Capital Management, LLC | 0.30% | Add +60.9% | 856 | $503K |
| Union Savings Bank | 0.25% | Reduce -0.8% | 871 | $502K |
| MAS Advisors LLC | 1.07% | Reduce -1.0% | 870 | $502K |
| Investment Planning Advisors, Inc. | 0.26% | No change | 916 | $501K |
| Family Capital Trust Co | 0.16% | No change | 869 | $501K |
| John W. Brooker & Co., CPAs | 0.23% | Add +12.3% | 868 | $501K |
| Center for Financial Planning, Inc. | 0.07% | No change | 866 | $500K |
| Proactive Wealth Strategies LLC | 0.28% | — | 866 | $499K |
| Sollinda Capital Management LLC | 0.14% | No change | 863 | $498K |
| SJS Investment Consulting Inc. | 0.09% | No change | 861 | $497K |
| SS&H Financial Advisors, Inc. | 0.18% | Add +17.2% | 858 | $495K |
| Basepoint Wealth LLC | 0.36% | Reduce -2.9% | 858 | $495K |
| Cornerstone National Bank & Trust Co | 0.22% | No change | 857 | $494K |
| Thompson Siegel & Walmsley LLC | 0.01% | New | 856 | $494K |
| Longview Financial Advisors, Inc. | 0.36% | Reduce -11.3% | 853 | $492K |
| Security Financial Services, INC. | 0.10% | Reduce -7.3% | 851 | $491K |
| MayTech Global Investments, LLC | 0.06% | Reduce -20.7% | 850 | $490K |
| Inlet Private Wealth, LLC | 0.12% | Reduce -5.9% | 849 | $490K |
| Guidance Capital, Inc. | 0.15% | Reduce -1.3% | 833 | $489K |
| Financial Partners Group, LLC | 0.18% | Add +0.5% | 848 | $489K |
| Capital International Investors | 0.00% | New | 851 | $489K |
| Evolution Wealth Advisors, LLC | 0.09% | New | 847 | $489K |
| Am Investment Strategies LLC | 0.12% | Add +27.3% | 845 | $487K |
| Pin Oak Investment Advisors Inc. | 0.44% | No change | 843 | $486K |
| Canandaigua National Trust Co of Florida | 0.42% | — | 840 | $485K |
| Kraft Asset Management, LLC | 0.38% | No change | 839 | $484K |
| Kolinsky Wealth Management, LLC | 0.31% | Reduce -51.3% | 839 | $484K |
| Private Management Group Inc. | 0.02% | Reduce -12.7% | 838 | $483K |
| Avity Investment Management Inc. | 0.04% | Add +1.9% | 836 | $482K |
| Tobias Financial Advisors, Inc. | 0.10% | No change | 834 | $481K |
| Howard Capital Management Group, LLC | 0.03% | No change | 833 | $481K |
| Planning Directions Inc. | 0.29% | Reduce -5.3% | 830 | $479K |
| Carlson Capital Management | 0.02% | New | 830 | $479K |
| WealthCare Investment Partners, LLC | 0.21% | Add +55.7% | 839 | $479K |
| Buttonwood Financial Advisors Inc. | 0.21% | Add +1.5% | 830 | $478K |
| Annandale Capital, LLC | 0.10% | Reduce -45.2% | 829 | $478K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +10.3% | 825 | $476K |
| Riverview Trust Co | 0.42% | Reduce -0.6% | 825 | $476K |
| Zevenbergen Capital Investments LLC | 0.01% | New | 824 | $475K |
| Finer Wealth Management, Inc. | 0.29% | No change | 823 | $475K |
| RVW Wealth, LLC | 0.04% | Reduce -2.4% | 821 | $474K |
| Taylor Financial Group, Inc. | 0.33% | Reduce -1.8% | 820 | $473K |
| RMR Wealth Builders | 0.05% | Add +9.5% | 820 | $473K |
| Noesis Capital Mangement Corp. | 0.09% | Add +25.1% | 818 | $472K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | Reduce -45.8% | 814 | $470K |
| Cornerstone Planning Group LLC | 0.12% | Reduce -43.7% | 802 | $469K |
| Meridian Investment Counsel Inc. | 0.14% | No change | 810 | $467K |
| LVW Advisors, LLC | 0.06% | No change | 809 | $467K |
| Richmond Brothers, Inc. | 0.29% | Reduce -10.3% | 809 | $467K |
| LifeGuide Financial Advisors, LLC | 0.20% | New | 807 | $465K |
| Hill Investment Group Partners, LLC | 0.06% | No change | 845 | $463K |
| M. Kulyk & Associates, LLC | 0.09% | Reduce -0.4% | 803 | $463K |
| Fagan Associates, Inc. | 0.08% | No change | 802 | $463K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 801 | $462K |
| Kidder Stephen W | 0.14% | Reduce -5.9% | 800 | $461K |
| Elgethun Capital Management | 0.11% | Add +0.1% | 798 | $460K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 797 | $460K |
| Beckerman Institutional, LLC | 0.39% | — | 796 | $459K |
| Prism Advisors, Inc. | 0.13% | No change | 793 | $457K |
| Westshore Wealth, LLC | 0.19% | No change | 789 | $455K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Add +5.7% | 784 | $452K |
| Petra Financial Advisors Inc. | 0.30% | Add +2.0% | 782 | $451K |
| DiNuzzo Private Wealth, Inc. | 0.06% | Reduce -3.2% | 781 | $450K |
| Quantum Financial Advisors, LLC | 0.07% | No change | 779 | $449K |
| CGC Financial Services, LLC | 0.18% | Add +5.4% | 777 | $448K |
| Mirador Capital Partners LP | 0.08% | Add +0.1% | 776 | $448K |
| Orange Investment Advisors, Inc. | 0.05% | Reduce -4.3% | 775 | $447K |
| Plan Group Financial, LLC | 0.23% | Reduce -12.7% | 770 | $444K |
| Mountain Capital Investment Advisors Inc. | 0.10% | Reduce -18.4% | 740 | $444K |
| Lumbard & Kellner, LLC | 0.19% | Reduce -5.5% | 767 | $442K |
| WealthTrust Asset Management, LLC | 0.33% | Add +0.1% | 766 | $442K |
| Columbia Asset Management | 0.08% | No change | 766 | $442K |
| Priebe Wealth Holdings LLC | 0.32% | No change | 766 | $442K |
| Palo Alto Wealth Advisors, LLC | 0.18% | Add +0.4% | 753 | $441K |
| von Borstel & Associates, Inc. | 0.25% | — | 765 | $441K |
| Rothschild Capital Partners, LLC | 0.12% | Add +0.3% | 763 | $440K |
| O'ROURKE & COMPANY, Inc | 0.22% | Add +3.0% | 762 | $440K |
| OLIO Financial Planning | 0.18% | No change | 918 | $440K |
| Burns J W & Co. Inc. | 0.06% | No change | 760 | $438K |
| WorthPointe, LLC | 0.18% | No change | 759 | $438K |
| Apriem Advisors | 0.05% | Reduce -13.1% | 758 | $437K |
| Strategic Family Wealth Counselors, L.L.C. | 0.15% | Add +9.7% | 758 | $437K |
| Core Wealth Partners LLC | 0.26% | Add +0.1% | 757 | $437K |
| Pinnacle Financial Group, LLC / IL | 0.17% | Reduce -5.8% | 756 | $436K |
| Wells Trecaso Financial Group, LLC | 0.14% | No change | 755 | $435K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Add +15.8% | 756 | $434K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 750 | $433K |
| True North Advisors, LLC | 0.11% | Add +2.3% | 750 | $433K |
| Heritage Wealth Management, Inc./Texas | 0.25% | Reduce -3.6% | 750 | $432K |
| Marietta Investment Partners LLC | 0.09% | No change | 745 | $430K |
| Quest Investment Management LLC | 0.05% | No change | 743 | $429K |
| Trevian Wealth Management LLC | 0.35% | New | 741 | $428K |
| O'Brien Greene & Co. Inc | 0.13% | Reduce -1.7% | 741 | $427K |
| Baxter Bros Inc. | 0.06% | No change | 741 | $427K |
| SVB Wealth LLC | 0.36% | Reduce -99.6% | 735 | $424K |
| Guardian Wealth Advisors, LLC | 0.26% | Add +6.2% | 734 | $424K |
| Financial Sense Advisors, Inc. | 0.12% | Reduce -7.7% | 733 | $423K |
| Brio Consultants, LLC | 0.07% | Add +50.7% | 731 | $421K |
| Clarity Financial LLC | 0.05% | Reduce -7.5% | 730 | $421K |
| Adell Harriman & Carpenter Inc. | 0.03% | Reduce -9.4% | 730 | $421K |
| Dover Advisors, LLC | 0.24% | Reduce -1.1% | 722 | $416K |
| Mount Vernon Associates Inc. | 0.33% | No change | 721 | $416K |
| Lee Danner & Bass Inc. | 0.03% | Reduce -2.0% | 721 | $416K |
| Florida Financial Advisors, LLC | 0.21% | Add +49.8% | 719 | $415K |
| Coston, McIsaac & Partners | 0.12% | No change | 717 | $413K |
| Cordgrass Capital Advisors, LLC | 0.12% | Reduce -3.0% | 713 | $411K |
| Richardson Financial Services Inc. | 0.26% | Add +44.1% | 738 | $411K |
| Fielder Capital Group LLC | 0.14% | No change | 711 | $410K |
| Sutton Place Investors LLC | 0.25% | Add +2.6% | 707 | $408K |
| Sterling Group Wealth Management, LLC | 0.22% | No change | 705 | $407K |
| Channel Wealth LLC | 0.13% | Add +13.7% | 705 | $407K |
| Kesler, Norman & Wride, LLC | 0.08% | No change | 705 | $407K |
| City Holding Co. | 0.06% | Add +17.2% | 703 | $405K |
| Mid-American Wealth Advisory Group, Inc. | 0.25% | Reduce -22.2% | 701 | $404K |
| Wiser Advisor Group LLC | 0.60% | Reduce -5.2% | 700 | $404K |
| Northstar Asset Management Inc. | 0.10% | Reduce -3.5% | 696 | $401K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 696 | $401K |
| Cypress Point Wealth Management, LLC | 0.16% | No change | 694 | $400K |
| Insight Wealth Partners, LLC | 0.24% | No change | 694 | $400K |
| Hassell Wealth Management, LLC | 0.17% | Add +2.6% | 700 | $400K |
| David Kennon Inc | 0.16% | No change | 693 | $400K |
| Gradient Investments LLC | 0.01% | Reduce -80.4% | 688 | $397K |
| B & T Capital Management DBA Alpha Capital Management | 0.07% | No change | 687 | $396K |
| TL Private Wealth | 0.18% | Reduce -3.1% | 695 | $396K |
| Allied Investment Advisors, LLC | 0.08% | New | 686 | $396K |
| Congress Asset Management Co. | 0.00% | Reduce -24.5% | 686 | $396K |
| Mitchell Sinkler & Starr | 0.10% | No change | 686 | $396K |
| NWK Group, Inc. | 0.16% | No change | 685 | $395K |
| Neumann Capital Management, LLC | 0.13% | No change | 685 | $395K |
| Ellsworth Advisors, LLC | 0.10% | Add +0.3% | 685 | $395K |
| Ballentine Capital Advisors, Inc | 0.20% | Reduce -3.8% | 678 | $391K |
| Lynx Investment Advisory | 0.28% | Add +0.5% | 673 | $388K |
| Secured Retirement Advisors, LLC | 0.28% | No change | 671 | $387K |
| Americana Partners, LLC | 0.03% | Reduce -47.3% | 671 | $387K |
| Caitlin John, LLC | 0.25% | Add +9.9% | 644 | $387K |
| Nicholas Wealth, LLC. | 0.24% | Reduce -20.6% | 669 | $386K |
| J. L. Bainbridge & Co., Inc. | 0.04% | No change | 669 | $386K |
| Westend Capital Management, LLC | 0.13% | Add +166.1% | 668 | $385K |
| Fogel Capital Management, Inc. | 0.20% | No change | 666 | $384K |
| KOM Wealth Management Group, LLC | 0.32% | Add +2.8% | 665 | $384K |
| Seelaus Asset Management LLC | 0.36% | Reduce -3.6% | 665 | $384K |
| FSA Advisors, Inc. | 0.38% | Add +13.1% | 691 | $382K |
| Consolidated Portfolio Review Corp | 0.09% | Reduce -9.7% | 663 | $382K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +10.5% | 662 | $382K |
| Williams & Novak, LLC | 0.35% | Add +12.8% | 659 | $380K |
| Castleview Partners, LLC | 0.22% | Reduce -20.3% | 658 | $380K |
| BlackDiamond Wealth Management, LLC | 0.23% | Reduce -17.4% | 629 | $377K |
| Wilkins Investment Counsel Inc. | 0.05% | No change | 650 | $375K |
| Innealta Capital, LLC | 0.15% | Reduce -13.7% | 648 | $374K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Reduce -18.6% | 640 | $371K |
| Obsidian Personal Planning Solutions LLC | 0.19% | No change | 649 | $371K |
| Graham Capital Wealth Management, LLC | 0.39% | New | 642 | $370K |
| Carroll Investors, Inc | 0.24% | New | 639 | $369K |
| Beacon Wealthcare LLC | 0.15% | Add +5.8% | 638 | $368K |
| Trinity Financial Advisors LLC | 0.16% | Reduce -9.5% | 608 | $368K |
| Cairn Investment Group, Inc. | 0.20% | No change | 635 | $366K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.14% | No change | 635 | $366K |
| Westside Investment Management, Inc. | 0.08% | No change | 634 | $366K |
| Synergy Financial Group, LTD | 0.35% | No change | 634 | $366K |
| Lauterbach Financial Advisors, LLC | 0.22% | No change | 633 | $365K |
| TriaGen Wealth Management LLC | 0.12% | No change | 633 | $365K |
| Lewis Asset Management, LLC | 0.27% | Add +2.9% | 631 | $364K |
| Vectors Research Management, LLC | 0.11% | Reduce -11.3% | 627 | $362K |
| American Capital Advisory, LLC | 0.21% | Add +0.8% | 627 | $362K |
| LifeSteps Financial, Inc. | 0.28% | No change | 627 | $362K |
| Invenio Wealth Partners LLC | 0.16% | Reduce -12.2% | 624 | $360K |
| Shum Financial Group, Inc. | 0.30% | — | 621 | $360K |
| Afg Fiduciary Services Limited Partnership | 0.24% | No change | 617 | $359K |
| AIFG Consultants Ltd. | 0.27% | Reduce -22.2% | 620 | $358K |
| Matthew Goff Investment Advisor, LLC | 0.07% | Add +10.5% | 619 | $357K |
| Dohj, LLC | 0.08% | Add +37.4% | 624 | $357K |
| MilWealth Group LLC | 0.10% | No change | 617 | $356K |
| Fortune Financial Advisors, LLC | 0.32% | No change | 616 | $355K |
| Prentice Wealth Management LLC | 0.11% | Reduce -14.0% | 614 | $354K |
| Probity Advisors, Inc. | 0.07% | No change | 613 | $354K |
| Bowman & Co S.C. | 0.19% | Reduce -10.6% | 614 | $353K |
| TKG Advisors, LLC | 0.17% | New | 608 | $351K |
| Harmony Asset Management LLC | 0.13% | Add +10.6% | 608 | $351K |
| Iron Gate Global Advisors LLC | 0.05% | Add +42.5% | 607 | $350K |
| Wills Financial Group, Inc. | 0.15% | No change | 605 | $349K |
| McCollum Christoferson Group LLC | 0.10% | No change | 605 | $349K |
| Kearns & Associates LLC | 0.23% | No change | 605 | $349K |
| Financial Life Advisors | 0.13% | No change | 602 | $347K |
| SevenBridge Financial Group, LLC | 0.07% | Add +25.5% | 576 | $347K |
| Axim Planning & Wealth | 0.39% | Add +28.8% | 600 | $346K |
| Community Bank of Raymore | 0.26% | No change | 600 | $346K |
| Defender Capital, LLC. | 0.11% | No change | 600 | $346K |
| SFG Wealth Management, LLC. | 0.18% | Reduce -23.6% | 600 | $346K |
| Brogan Financial, Inc. | 0.20% | New | 600 | $346K |
| Valued Wealth Advisors LLC | 0.22% | Add +46.6% | 598 | $345K |
| Argus Investors' Counsel, Inc. | 0.23% | Reduce -19.0% | 598 | $345K |
| GoalVest Advisory LLC | 0.10% | No change | 598 | $345K |
| Rosenblum Silverman Sutton S F Inc. | 0.09% | No change | 598 | $345K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -9.8% | 597 | $344K |
| G&S Capital LLC | 0.14% | No change | 589 | $340K |
| Duncker Streett & Co. Inc. | 0.06% | No change | 588 | $339K |
| EWG Elevate Inc. | 0.14% | No change | 587 | $339K |
| SignalPoint Asset Management, LLC | 0.08% | No change | 589 | $338K |
| Strategic Wealth Investment Group, LLC | 0.04% | Reduce -53.1% | 591 | $338K |
| Park Edge Advisors, LLC | 0.10% | No change | 585 | $337K |
| Eubel Brady & Suttman Asset Management Inc. | 0.05% | Reduce -70.6% | 585 | $337K |
| Cullen Investment Group, LTD. | 0.05% | Add +50.5% | 584 | $337K |
| Letson Investment Management, Inc. | 0.13% | No change | 583 | $336K |
| Cambridge Financial Group, LLC | 0.14% | No change | 583 | $336K |
| Strait & Sound Wealth Management LLC | 0.16% | Reduce -16.9% | 582 | $336K |
| Sterling Investment Advisors, Ltd. | 0.09% | New | 582 | $336K |
| Frazier Financial Advisors, LLC | 0.26% | Add +3.7% | 582 | $335K |
| Farnam Financial LLC | 0.37% | — | 581 | $335K |
| Black Swift Group, LLC | 0.07% | No change | 577 | $333K |
| Capital Management Associates, Inc | 0.14% | Add +0.2% | 576 | $332K |
| Orcam Financial Group | 0.32% | No change | 575 | $332K |
| Buckhead Capital Management LLC | 0.10% | No change | 575 | $331K |
| Abner Herrman & Brock LLC | 0.04% | Add +2.1% | 572 | $330K |
| Eagle Global Advisors LLC | 0.02% | No change | 572 | $330K |
| HRC Wealth Management, LLC | 0.21% | Add +0.5% | 572 | $330K |
| Aspire Wealth Management Corp | 0.18% | Reduce -3.5% | 570 | $329K |
| Matisse Capital | 0.16% | Reduce -1.4% | 569 | $328K |
| Financial Alternatives, Inc | 0.23% | Reduce -21.1% | 566 | $326K |
| Hillcrest Wealth Advisors - NY, LLC | 0.16% | Add +50.9% | 566 | $326K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -58.6% | 566 | $326K |
| Coastal Bridge Advisors, LLC | 0.08% | Reduce -5.8% | 566 | $326K |
| Schiavi & Co LLC | 0.12% | Add +33.6% | 565 | $326K |
| Alpha Financial Advisors, LLC | 0.14% | New | 560 | $323K |
| WoodTrust Financial Corp | 0.05% | No change | 560 | $323K |
| Highland Financial Advisors, LLC | 0.11% | New | 559 | $322K |
| Greystone Financial Group, LLC | 0.06% | New | 558 | $322K |
| JARISLOWSKY, FRASER Ltd | 0.00% | Reduce -87.5% | 558 | $322K |
| Byrne Asset Management LLC | 0.22% | New | 557 | $321K |
| Dumont & Blake Investment Advisors LLC | 0.09% | Reduce -53.9% | 557 | $321K |
| First Trust Investment Solutions L.P. | 0.04% | Add +41.1% | 556 | $321K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Add +44.4% | 556 | $321K |
| Eaton-Cambridge Inc. | 0.15% | Reduce -1.8% | 554 | $320K |
| IMPACTfolio, LLC | 0.16% | No change | 552 | $318K |
| Buckingham Capital Management, Inc. | 0.04% | Reduce -25.4% | 550 | $317K |
| Capital Planning Advisors, LLC | 0.05% | No change | 548 | $316K |
| Cutter & CO Brokerage, Inc. | 0.07% | Add +4.2% | 548 | $316K |
| D'Orazio & Associates, Inc. | 0.04% | Add +0.2% | 548 | $316K |
| Astoria Portfolio Advisors LLC. | 0.11% | New | 542 | $316K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 544 | $314K |
| Grand Wealth Management, LLC | 0.18% | Add +46.4% | 543 | $313K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -47.3% | 542 | $313K |
| LVM Capital Management Ltd. | 0.04% | No change | 571 | $312K |
| Palisade Asset Management, LLC | 0.03% | Reduce -5.9% | 541 | $312K |
| ShoreHaven Wealth Partners, LLC | 0.15% | Reduce -0.6% | 539 | $311K |
| GG Group Ventures, LLC | 0.45% | Reduce -24.0% | 522 | $311K |
| Bright Futures Wealth Management, LLC. | 0.15% | Reduce -17.0% | 533 | $310K |
| Harbour Trust & Investment Management Co | 0.04% | No change | 535 | $309K |
| IMZ Advisory Inc | 0.14% | Reduce -10.1% | 536 | $309K |
| Elevation Capital Advisory, LLC | 0.14% | New | 534 | $308K |
| Pekin Hardy Strauss, Inc. | 0.04% | Reduce -1.7% | 531 | $306K |
| Abacus Wealth Partners, LLC | 0.05% | Reduce -41.1% | 529 | $305K |
| Shayne & Jacobs, LLC | 0.08% | Reduce -1.1% | 527 | $304K |
| Shotwell Rutter Baer Inc | 0.25% | No change | 528 | $304K |
| Revere Asset Management, Inc | 0.24% | New | 524 | $302K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.13% | Reduce -0.8% | 523 | $302K |
| American Money Management, LLC | 0.06% | Add +4.6% | 523 | $302K |
| Riverview Capital Advisers, LLC | 0.09% | No change | 522 | $301K |
| Rooted Wealth Advisors, Inc. | 0.13% | Reduce -45.1% | 524 | $299K |
| Hiley Hunt Wealth Management | 0.17% | Add +0.4% | 518 | $299K |
| Hills Bank & Trust Co | 0.02% | Reduce -8.3% | 518 | $299K |
| Pegasus Asset Management, Inc. | 0.09% | No change | 516 | $298K |
| Altrius Capital Management Inc | 0.07% | Reduce -28.6% | 514 | $297K |
| TFG Advisers LLC | 0.11% | Reduce -1.0% | 512 | $295K |
| Vienna Asset Management LLC | 0.22% | Add +0.4% | 511 | $295K |
| Intrepid Capital Management Inc. | 0.16% | Reduce -7.4% | 511 | $295K |
| High Net Worth Advisory Group LLC | 0.08% | Add +2.8% | 509 | $294K |
| Horizon Investment Services, LLC | 0.13% | No change | 508 | $293K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | Add +0.4% | 508 | $293K |
| Warther Private Wealth, LLC | 0.10% | No change | 507 | $292K |
| Quattro Financial Advisors LLC | 0.08% | No change | 498 | $292K |
| Stonehearth Capital Management, LLC | 0.12% | No change | 506 | $292K |
| Yousif Capital Management, LLC | 0.00% | No change | 505 | $291K |
| Schulhoff & Co. Inc. | 0.12% | No change | 502 | $290K |
| Exchange Bank | 0.24% | Reduce -3.7% | 500 | $288K |
| Legacy Bridge, LLC | 0.16% | No change | 500 | $288K |
| Belmont Capital, LLC | 0.05% | No change | 500 | $288K |
| Gordian Advisors LLC | 0.23% | Add +0.2% | 500 | $288K |
| One Charles Private Wealth Services, LLC | 0.11% | Add +6.0% | 493 | $284K |
| Ranch Capital Advisors Inc. | 0.13% | Add +0.2% | 490 | $283K |
| Asset Advisors Investment Management, LLC | 0.03% | No change | 490 | $283K |
| Walker Financial Services, Inc. | 0.19% | No change | 489 | $282K |
| Bell & Brown Wealth Advisors, LLC | 0.11% | New | 488 | $281K |
| Verde Capital Management | 0.08% | Reduce -1.4% | 488 | $281K |
| Sterling Capital Management LLC | 0.00% | — | 487 | $281K |
| Xcel Wealth Management, LLC | 0.08% | Reduce -7.1% | 486 | $281K |
| Citizens & Northern Corp. | 0.08% | No change | 485 | $280K |
| First Fiduciary Investment Counsel, Inc. | 0.06% | Add +0.4% | 483 | $279K |
| Taurus Asset Management, LLC | 0.03% | Reduce -17.1% | 483 | $279K |
| Alexander Labrunerie & Co., Inc. | 0.13% | No change | 482 | $278K |
| Kathmere Capital Management, LLC | 0.03% | No change | 481 | $277K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | Reduce -13.2% | 480 | $277K |
| Stablepoint Partners, LLC | 0.05% | No change | 479 | $276K |
| Yardley Wealth Management LLC | 0.16% | — | 478 | $276K |
| Sloy Dahl & Holst, LLC | 0.05% | Add +1.1% | 478 | $276K |
| Tradewinds Capital Management, LLC | 0.07% | Add +5.3% | 478 | $276K |
| IPG Investment Advisors LLC | 0.06% | Add +10.9% | 477 | $275K |
| Slocum, Gordon & Co LLP | 0.11% | No change | 474 | $273K |
| Reliant Wealth Planning | 0.12% | New | 473 | $273K |
| Braun-Bostich & Associates Inc. | 0.19% | Reduce -3.3% | 468 | $270K |
| HT Partners LLC | 0.10% | No change | 468 | $270K |
| McDonough Capital Management, Inc | 0.19% | No change | 466 | $269K |
| First National Bank Sioux Falls | 0.12% | No change | 465 | $268K |
| Greenline Partners, LLC | 0.04% | Add +1.1% | 465 | $268K |
| Maltin Wealth Management, Inc. | 0.13% | Add +0.4% | 465 | $268K |
| First Wilshire Securities Management Inc. | 0.08% | No change | 464 | $268K |
| Compass Financial Group, INC | 0.05% | Add +18.2% | 461 | $266K |
| Sterling Financial Group, Inc. | 0.11% | No change | 460 | $265K |
| Peregrine Asset Advisers, Inc. | 0.09% | No change | 458 | $264K |
| Canton Hathaway, LLC | 0.07% | No change | 453 | $261K |
| Thrive Capital Management, LLC | 0.12% | Reduce -24.5% | 453 | $261K |
| Oxbow Advisors, LLC | 0.03% | No change | 452 | $261K |
| Cedar Point Capital Partners, LLC | 0.18% | No change | 451 | $260K |
| Old North State Trust, LLC | 0.21% | No change | 450 | $260K |
| Ellerson Group Inc. | 0.20% | Add +20.0% | 450 | $260K |
| Breakwater Investment Management | 0.11% | No change | 449 | $259K |
| Terra Nova Asset Management LLC | 0.19% | Add +0.5% | 447 | $258K |
| Tucker Asset Management LLC | 0.06% | Reduce -57.9% | 443 | $256K |
| Rosenberg Matthew Hamilton | 0.07% | Reduce -14.0% | 442 | $255K |
| CarsonAllaria Wealth Management, Ltd. | 0.15% | Add +0.2% | 441 | $255K |
| Benchmark Investment Advisors LLC | 0.18% | Reduce -1.6% | 441 | $254K |
| Heritage Wealth Management, Inc. | 0.23% | No change | 436 | $251K |
| Crumly & Associates Inc. | 0.07% | New | 435 | $251K |
| Knollwood Investment Advisory, LLC | 0.03% | Add +10.4% | 435 | $251K |
| Family Investment Center, Inc. | 0.06% | No change | 434 | $250K |
| Pacific Sage Partners, LLC | 0.06% | No change | 433 | $250K |
| Financial Planning & Information Services, Inc. | 0.03% | No change | 433 | $250K |
| Alhambra Investment Management LLC | 0.13% | No change | 431 | $249K |
| Addison Capital Co | 0.10% | Reduce -12.9% | 431 | $249K |
| LaFleur & Godfrey LLC | 0.03% | Add +0.2% | 430 | $248K |
| Chilton Investment Co. Inc. | 0.01% | No change | 428 | $247K |
| Fayez Sarofim & Co | 0.00% | Add +1.9% | 427 | $246K |
| Delos Wealth Advisors, LLC | 0.21% | Add +1.4% | 424 | $245K |
| Mach-1 Financial Group, LLC | 0.15% | New | 421 | $243K |
| American Planning Services, Inc. | 0.19% | No change | 421 | $243K |
| First Citizens Financial Corp | 0.13% | No change | 421 | $243K |
| Providence First Trust Co | 0.10% | New | 420 | $242K |
| Elevatus Welath Management | 0.08% | Reduce -3.0% | 420 | $242K |
| CWC Advisors, LLC. | 0.24% | — | 419 | $242K |
| Leading Edge Financial Planning LLC | 0.08% | Add +9.2% | 417 | $241K |
| Myecfo, LLC | 0.13% | Add +6.4% | 416 | $240K |
| Advocate Group LLC | 0.04% | No change | 415 | $239K |
| Heritage Investors Management Corp. | 0.01% | New | 415 | $239K |
| Strategic Investment Management, LLC | 0.25% | Reduce -98.7% | 412 | $238K |
| Marmo Financial Group, LLC | 0.13% | No change | 412 | $238K |
| Hillman Capital Management, Inc. | 0.08% | No change | 412 | $238K |
| Constant Guidance Financial LLC | 0.20% | Reduce -5.0% | 497 | $237K |
| IFG Advisors, LLC | 0.05% | New | 411 | $237K |
| CJM Wealth Advisers, Ltd. | 0.08% | Add +2.8% | 409 | $236K |
| BancFirst Trust & Investment Management | 0.08% | Reduce -44.1% | 409 | $235K |
| Opes Wealth Management LLC | 0.04% | No change | 406 | $234K |
| NBW Capital LLC | 0.04% | Reduce -0.3% | 406 | $234K |
| Kintra Wealth, LLC | 0.16% | Add +0.5% | 406 | $234K |
| Provident Wealth Management, LLC | 0.08% | Reduce -0.7% | 404 | $233K |
| Old North State Wealth Management, LLC | 0.13% | Add +9.2% | 402 | $233K |
| Meredith Wealth Planning | 0.11% | Add +0.5% | 403 | $232K |
| Battery Global Advisors, LLC | 0.13% | Reduce -94.8% | 402 | $232K |
| Aull & Monroe Investment Management Corp | 0.11% | No change | 400 | $231K |
| Abich Financial Wealth Management LLC | 0.52% | Add +167.8% | 399 | $230K |
| Horizon Advisory Services, Inc. | 0.10% | Add +2.0% | 399 | $230K |
| Silverlake Wealth Management LLC | 0.09% | Reduce -10.3% | 399 | $230K |
| RFG Holdings, Inc. | 0.08% | No change | 397 | $230K |
| Dock Street Asset Management Inc. | 0.03% | No change | 397 | $229K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 395 | $228K |
| Clear Point Advisors Inc. | 0.18% | Add +0.3% | 395 | $228K |
| Leelyn Smith, LLC | 0.04% | No change | 395 | $228K |
| Empire Financial Management Company, LLC | 0.07% | No change | 393 | $227K |
| Dean, Jacobson Financial Services, LLC | 0.17% | No change | 392 | $226K |
| Anchor Investment Management, LLC | 0.02% | No change | 392 | $226K |
| One Wealth Map LLC | 0.13% | No change | 388 | $226K |
| Baskin Financial Services Inc. | 0.02% | No change | 390 | $225K |
| Stordahl Capital Management, Inc. | 0.05% | No change | 392 | $224K |
| Red Mountain Financial, LLC | 0.24% | Add +0.3% | 387 | $223K |
| Running Point Capital Advisors, LLC | 0.09% | Reduce -19.9% | 387 | $223K |
| Kirtland Hills Capital Management, LLC | 0.12% | No change | 387 | $223K |
| Planning Capital Management Corp | 0.15% | No change | 382 | $220K |
| Global Trust Asset Management, LLC | 0.08% | Add +0.8% | 382 | $220K |
| Professional Financial Advisors, LLC | 0.06% | New | 381 | $220K |
| ELCO Management Co., LLC | 0.12% | Reduce -5.0% | 379 | $219K |
| Dunhill Financial, LLC | 0.11% | Add +55.1% | 377 | $217K |
| 360 Financial, Inc. | 0.08% | New | 375 | $216K |
| EnRich Financial Partners LLC | 0.07% | Reduce -26.5% | 375 | $216K |
| Duncan Williams Asset Management, LLC | 0.12% | Reduce -13.8% | 374 | $216K |
| Thompson Davis & Co., Inc. | 0.16% | Reduce -6.3% | 374 | $216K |
| Kinloch Capital, LLC | 0.10% | No change | 374 | $216K |
| Fulcrum Equity Management | 0.18% | New | 373 | $215K |
| Elser Financial Planning, Inc | 0.31% | Add +1.6% | 373 | $215K |
| Dividend Assets Capital, LLC | 0.04% | Add +0.8% | 371 | $214K |
| Paragon Financial Partners, Inc. | 0.16% | No change | 370 | $213K |
| United Asset Strategies, Inc. | 0.02% | Reduce -8.9% | 370 | $213K |
| Hyperion Partners, LLC | 0.14% | New | 369 | $213K |
| Hartford Funds Management Co LLC | 0.02% | Reduce -45.5% | 368 | $213K |
| Abbot Financial Management, Inc. | 0.11% | No change | 368 | $212K |
| Blue Barn Wealth, LLC | 0.11% | New | 368 | $212K |
| Dopkins Wealth Management, LLC | 0.17% | Reduce -5.9% | 367 | $212K |
| Powell Investment Advisors, LLC | 0.10% | No change | 367 | $212K |
| Adamsbrown Wealth Consultants LLC | 0.07% | New | 367 | $212K |
| Opinicus Capital, Inc. | 0.17% | New | 367 | $211K |
| Patrick M Sweeney & Associates, Inc. | 0.15% | New | 365 | $211K |
| One Plus One Wealth Management, LLC | 0.12% | Reduce -6.4% | 365 | $211K |
| AJ Advisors, LLC | 0.11% | New | 365 | $210K |
| Sendero Wealth Management, LLC | 0.03% | New | 364 | $210K |
| Midwest Financial Group LLC | 0.12% | New | 363 | $209K |
| Tilia Fiduciary Partners, Inc. | 0.14% | New | 361 | $208K |
| Carmel Capital Partners, LLC | 0.08% | New | 360 | $208K |
| New Harbor Financial Group, LLC | 0.06% | Reduce -45.5% | 360 | $207K |
| MWA Asset Management | 0.14% | New | 359 | $207K |
| Rise Advisors, LLC | 0.10% | Add +0.8% | 356 | $206K |
| Aft, Forsyth & Company, Inc. | 0.10% | New | 355 | $205K |
| Valtinson Bruner Financial Planning LLC | 0.07% | New | 353 | $204K |
| Visionary Horizons, LLC | 0.14% | New | 353 | $204K |
| Hurlow Wealth Management Group, Inc. | 0.06% | New | 352 | $203K |
| Sensible Financial Planning & Management, LLC. | 0.04% | New | 352 | $203K |
| Shira Ridge Wealth Management | 0.10% | New | 351 | $203K |
| Rainey & Randall Wealth Advisors Inc. | 0.04% | New | 351 | $202K |
| NDVR, Inc. | 0.21% | New | 352 | $202K |
| Brewster Financial Planning LLC | 0.16% | New | 350 | $202K |
| Blue Square Asset Management, LLC | 0.11% | New | 350 | $202K |
| Cannon Advisors, Inc. | 0.16% | — | 351 | $201K |
| EPIQ Capital Group, LLC | 0.06% | New | 347 | $200K |
| Blume Capital Management, Inc. | 0.05% | Add +38.4% | 346 | $200K |
| First Pacific Financial | 0.05% | Reduce -23.8% | 346 | $199K |
| Riggs Asset Managment Co. Inc. | 0.05% | No change | 341 | $197K |
| Main Management LLC | 0.02% | Add +43.0% | 336 | $194K |
| Financial Connections Group, Inc. | 0.09% | No change | 331 | $190K |
| Blue Chip Partners, LLC | 0.02% | No change | 323 | $186K |
| Clarity Asset Management, Inc. | 0.13% | Add +9.3% | 319 | $184K |
| Capital Investment Counsel, Inc | 0.03% | Reduce -37.0% | 315 | $182K |
| Morton Brown Family Wealth, LLC | 0.06% | Reduce -16.6% | 311 | $179K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 311 | $179K |
| Semmax Financial Advisors Inc. | 0.05% | Reduce -9.8% | 296 | $178K |
| MTM Investment Management, LLC | 0.07% | No change | 308 | $177K |
| Integrity Financial Corp | 0.10% | No change | 302 | $174K |
| AllSquare Wealth Management LLC | 0.10% | No change | 301 | $174K |
| Evergreen Private Wealth LLC | 0.08% | No change | 301 | $174K |
| Aberdeen Wealth Management LLC | 0.11% | No change | 300 | $173K |
| Balefire, LLC | 0.06% | Add +253.8% | 283 | $163K |
| Anfield Capital Management, LLC | 0.06% | No change | 283 | $163K |
| Stuart Chaussee & Associates, Inc. | 0.04% | No change | 282 | $163K |
| Perkins Coie Trust Co | 0.03% | No change | 273 | $157K |
| Studio Investment Management LLC | 0.03% | New | 269 | $155K |
| DecisionPoint Financial, LLC | 0.05% | No change | 268 | $155K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 262 | $151K |
| LFA - Lugano Financial Advisors SA | 0.10% | No change | 257 | $148K |
| Wolff Wiese Magana LLC | 0.10% | No change | 252 | $145K |
| Mill Capital Management, LLC | 0.01% | No change | 250 | $144K |
| Kozak & Associates, Inc. | 0.03% | Add +38.9% | 243 | $142K |
| Weaver Capital Management LLC | 0.04% | Add +0.4% | 240 | $138K |
| Financial Freedom, LLC | 0.07% | No change | 214 | $124K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -9.4% | 211 | $122K |
| Cetera Trust Company, N.A | 0.07% | No change | 210 | $121K |
| Mfa Wealth Advisors, LLC | 0.03% | Reduce -9.1% | 199 | $115K |
| Costello Asset Management, INC | 0.08% | No change | 199 | $115K |
| Kopp Family Office, LLC | 0.07% | No change | 197 | $114K |
| Albion Financial Group | 0.01% | Reduce -76.3% | 197 | $114K |
| M&R Capital Management Inc. | 0.02% | No change | 188 | $108K |
| Friedenthal Financial | 0.06% | Add +14.9% | 185 | $107K |
| Bellevue Asset Management, LLC | 0.05% | No change | 185 | $107K |
| Rice Partnership, LLC | 0.02% | No change | 184 | $106K |
| Beach Investment Counsel Inc. | 0.01% | No change | 175 | $101K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 171 | $99K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 171 | $99K |
| Legacy Investment Solutions, LLC | 0.06% | — | 163 | $98K |
| Legacy Wealth Managment, LLC | 0.06% | — | 163 | $98K |
| Robinswood Financial LLC | 0.04% | Add +7.8% | 166 | $96K |
| Kiely Wealth Advisory Group, Inc. | 0.06% | No change | 159 | $96K |
| Ransom Advisory, Ltd | 0.04% | No change | 160 | $92K |
| Atticus Wealth Management, LLC | 0.03% | Add +14.2% | 153 | $88K |
| Perritt Capital Management Inc | 0.04% | Add +0.7% | 147 | $85K |
| Chesapeake Asset Management LLC | 0.07% | New | 145 | $84K |
| Aviso Financial Inc. | 0.00% | No change | 140 | $81K |
| Olistico Wealth, LLC | 0.05% | New | 139 | $80K |
| Game Plan Financial Advisors, LLC | 0.04% | No change | 139 | $80K |
| WFA Asset Management Corp | 0.04% | Reduce -31.8% | 129 | $75K |
| Syntrinsic LLC | 0.02% | Add +320.0% | 126 | $73K |
| Marquette Asset Management, LLC | 0.01% | Add +101.6% | 125 | $72K |
| Reston Wealth Management LLC | 0.03% | New | 123 | $71K |
| Peoples Bank | 0.05% | New | 121 | $70K |
| Adirondack Trust Co. | 0.03% | No change | 121 | $70K |
| Fairfield Financial Advisors, LTD | 0.02% | Reduce -7.1% | 117 | $67K |
| First Financial Corp. | 0.03% | No change | 116 | $67K |
| Evolution Advisers, Inc. | 0.04% | No change | 114 | $65K |
| PrairieView Partners, LLC | 0.01% | No change | 113 | $65K |
| Godsey & Gibb, Inc. | 0.01% | No change | 110 | $63K |
| Loomis Sayles & Co. L P | 0.00% | New | 110 | $63K |
| Hartford Financial Management Inc. | 0.01% | No change | 107 | $62K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 105 | $61K |
| Proffitt & Goodson Inc. | 0.01% | No change | 103 | $59K |
| Christopher J. Hasenberg, Inc | 0.02% | Add +65.6% | 101 | $58K |
| Knuff & Co LLC | 0.02% | No change | 100 | $58K |
| Thompson Investment Management, Inc. | 0.01% | Add +35.2% | 96 | $55K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 94 | $54K |
| Horizon Bancorp Inc. | 0.03% | No change | 94 | $54K |
| Claris Advisors, LLC / Mo / | 0.02% | New | 93 | $53K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 90 | $52K |
| Rakuten Securities, Inc. | 0.02% | Reduce -79.1% | 85 | $49K |
| IMA Advisory Services, Inc. | 0.01% | New | 83 | $48K |
| Your Advocates Ltd., LLP | 0.02% | Reduce -33.6% | 81 | $47K |
| LRI Investments, LLC | 0.00% | Reduce -25.7% | 78 | $47K |
| Peterson Financial Group, Inc. | 0.18% | New | 80 | $46K |
| Covestor Ltd | 0.03% | Add +1.3% | 80 | $46K |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -72.8% | 3,421 | $46K |
| Private Wealth Management Group, LLC | 0.02% | Reduce -3.8% | 77 | $44K |
| Brooklyn Investment Group | 0.01% | New | 73 | $42K |
| Hoey Investments, Inc. | 0.01% | No change | 76 | $42K |
| Kennebec Savings Bank | 0.04% | — | 69 | $40K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 67 | $39K |
| Cedar Wealth Management, LLC | 0.01% | Add +139.3% | 67 | $39K |
| Uncommon Cents Investing LLC | 0.01% | New | 64 | $37K |
| Burkett Financial Services, LLC | 0.02% | No change | 63 | $36K |
| Sittner & Nelson, LLC | 0.02% | No change | 63 | $36K |
| Eukles Asset Management | 0.01% | No change | 59 | $34K |
| Birchbrook, Inc. | 0.02% | No change | 58 | $33K |
| Safe Harbor Fiduciary, LLC | 0.03% | — | 57 | $33K |
| Pflug Koory, LLC | 0.00% | — | 53 | $31K |
| Flaharty Asset Management, LLC | 0.00% | New | 50 | $29K |
| Tower View Wealth Management LLC | 0.01% | No change | 43 | $25K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -34.9% | 43 | $25K |
| Birch Capital Management, LLC | 0.01% | No change | 40 | $23K |
| Morse Asset Management, Inc | 0.01% | New | 40 | $23K |
| Citizens National Bank Trust Department | 0.00% | No change | 40 | $23K |
| DB Fitzpatrick & Co, Inc | 0.02% | Reduce -26.0% | 37 | $21K |
| GS Investments, Inc. | 0.01% | No change | 33 | $19K |
| Sawyer & Company, Inc | 0.01% | New | 32 | $18K |
| Arrow Financial Corp | 0.00% | No change | 31 | $18K |
| Windsor Advisory Group, LLC | 0.02% | New | 25 | $14K |
| WealthCollab, LLC | 0.01% | No change | 24 | $14K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 23 | $13K |
| POM Investment Strategies, LLC | 0.01% | Reduce -85.8% | 21 | $12K |
| WestEnd Advisors, LLC | 0.00% | Add +1600.0% | 17 | $10K |
| Gables Capital Management Inc. | 0.00% | Add +33.3% | 16 | $9K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 13 | $8K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 11 | $6K |
| Goodman Advisory Group, LLC | 0.00% | New | 7 | $4K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | Reduce -91.7% | 5 | $3K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 5 | $3K |
| Pathway Financial Advisers, LLC | 0.00% | Reduce -25.0% | 3 | $2K |
| Peterson Wealth Services | 0.00% | New | 3 | $2K |
| Winch Advisory Services, LLC | 0.00% | New | 1 | $579 |
"% 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.