iShares Core S&P 500 ETFIVVETF
13F holders, Q4 2024 (December 31)3,610holders +401
145new positions
80sold out
10famous investors
$587.80avg. 13F price*
At the end of Q4 2024, 3,610 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 401 from Q3 2024. 145 opened new positions and 80 sold out. The largest holders were BlackRock, Inc. ($39.5B), Envestnet Asset Management Inc. ($19.7B) and Northwestern Mutual Wealth Management Co. ($18.0B). 10 famous investors held it, including Ray Dalio (5.5% of Bridgewater Associates's portfolio), Israel Englander (2.9% of Millennium Management's portfolio) and Paul Tudor Jones (1.6% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 145 | $19.8B |
| Exits | 80 | $2.6B |
All 13F filers, Q3 2024 → Q4 2024: 88,793,317 shares bought and 33,748,781 shares sold, net +55,044,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,610 holders
| BlackRock, Inc. | 0.80% | Reduce -2.0% | 67,046,222 | $39.5B |
| Envestnet Asset Management Inc. | 6.34% | Reduce -3.2% | 33,534,071 | $19.7B |
| Northwestern Mutual Wealth Management Co. | 15.16% | Add +4.2% | 30,528,891 | $18.0B |
| Morgan Stanley | 1.15% | Add +11.9% | 27,892,528 | $16.4B |
| Marshall Wace, LLP | 17.62% | Add +1.9% | 23,607,000 | $13.9B |
| Creative Planning | 12.40% | Add +1.3% | 21,653,460 | $12.7B |
| JPMorgan Chase & Co. | 0.85% | Reduce -13.1% | 18,184,495 | $10.7B |
| Wells Fargo & Company | 2.53% | Add +11.8% | 17,852,125 | $10.5B |
| Bank of America Corp. | 0.97% | Reduce -29.6% | 17,760,439 | $10.5B |
| PNC Financial Services Group, Inc. | 5.95% | Add +2.3% | 15,123,633 | $8.9B |
| Royal Bank of Canada | 1.80% | Add +18.0% | 14,146,501 | $8.3B |
| Bank of New York Mellon Corp | 1.51% | Add +1.3% | 13,904,814 | $8.2B |
| Jones Financial Companies LLLP | 6.74% | Add +4.1% | 12,051,651 | $7.1B |
| Prudential Financial Inc. | 9.37% | Add +142.1% | 11,609,297 | $6.8B |
| LPL Financial LLC | 2.44% | Add +13.1% | 10,188,273 | $6.0B |
| Nisa Investment Advisors, LLC | 22.54% | New | 9,874,739 | $5.8B |
| Goldman Sachs Group Inc. | 1.10% | Reduce -17.8% | 9,768,724 | $5.8B |
| First Command Advisory Services, Inc. | 49.51% | Add +0.6% | 8,870,672 | $5.2B |
| CI Investments Inc. | 18.36% | No change | 8,269,682 | $4.9B |
| Ameriprise Financial Inc. | 1.23% | Add +18.4% | 8,097,168 | $4.8B |
| Truist Financial Corp. | 6.72% | Reduce -1.3% | 7,273,395 | $4.3B |
| FMR LLC | 0.24% | Add +6.6% | 6,868,060 | $4.0B |
| Northern Trust Corp. | 0.56% | Add +13.2% | 6,695,007 | $3.9B |
| Wealth Enhancement Advisory Services, LLC | 7.35% | Add +5.5% | 6,512,721 | $3.8B |
| US Bancorp \de | 4.60% | Reduce -6.1% | 5,964,953 | $3.5B |
| Alyeska Investment Group, L.P. | 13.13% | New | 5,926,710 | $3.5B |
| Alberta Investment Management Corp | 23.37% | Add +121.2% | 5,660,361 | $3.3B |
| Millennium Management | 2.92% | Add +15.6% | 5,551,127 | $3.3B |
| Squarepoint Ops LLC | 8.06% | Reduce -46.0% | 5,291,954 | $3.1B |
| Schonfeld Strategic Advisors LLC | 18.98% | Add +123.1% | 5,109,775 | $3.0B |
| Alliancebernstein L.P. | 1.00% | Add +10.2% | 5,007,377 | $2.9B |
| Envestnet Portfolio Solutions, Inc. | 8.98% | Add +0.4% | 4,663,212 | $2.7B |
| Mariner, LLC | 4.49% | Add +3.3% | 4,536,926 | $2.7B |
| Raymond James Financial Inc. | 0.90% | — | 4,125,167 | $2.4B |
| National Pension Service | 2.30% | No change | 4,119,355 | $2.4B |
| UBS Group AG | 0.51% | Add +17.3% | 3,876,820 | $2.3B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 18.07% | No change | 3,581,847 | $2.1B |
| Captrust Financial Advisors | 5.76% | Add +9.2% | 3,426,869 | $2.0B |
| Asset Management One Co., Ltd. | 6.58% | Add +0.5% | 3,204,448 | $1.9B |
| Choate Investment Advisors | 39.89% | Add +2.3% | 2,818,522 | $1.7B |
| Commonwealth Equity Services, LLC | 2.41% | Reduce -1.3% | 2,799,586 | $1.6B |
| Verition Fund Management LLC | 8.34% | New | 2,721,717 | $1.6B |
| MKP Capital Management, L.L.C. | 77.40% | New | 2,665,086 | $1.6B |
| Keybank National Association | 6.01% | Reduce -0.1% | 2,659,052 | $1.6B |
| Teacher Retirement System of Texas | 5.52% | Add +357.9% | 2,598,372 | $1.5B |
| Wealthspire Advisors, LLC | 14.96% | Add +5.1% | 2,556,471 | $1.5B |
| Healthcare of Ontario Pension Plan Trust Fund | 3.24% | New | 2,552,291 | $1.5B |
| Adventist Health System Sunbelt Healthcare Corp. | 44.38% | Add +995.0% | 2,356,636 | $1.4B |
| HighTower Advisors, LLC | 1.87% | Add +1.4% | 2,313,961 | $1.4B |
| Pathstone Holdings, LLC | 5.86% | Reduce -0.2% | 2,251,408 | $1.3B |
| MML Investors Services, LLC | 4.57% | Add +0.6% | 2,250,208 | $1.3B |
| Principal Financial Group Inc. | 0.70% | Add +137.7% | 2,177,162 | $1.3B |
| BW Gestao de Investimentos Ltda. | 59.66% | New | 2,171,290 | $1.3B |
| Cetera Investment Advisers | 2.58% | Add +3.0% | 2,092,010 | $1.2B |
| Corient Private Wealth LP | 2.03% | Reduce -5.7% | 2,339,731 | $1.2B |
| Cresset Asset Management, LLC | 5.85% | Reduce -23.3% | 2,062,905 | $1.2B |
| Bridgewater Associates | 5.50% | Reduce -8.3% | 2,039,343 | $1.2B |
| Alaska Permanent Fund Corp | 17.43% | Add +40.8% | 1,995,000 | $1.2B |
| Cerity Partners LLC | 2.54% | Add +7.8% | 1,987,322 | $1.2B |
| Michael & Susan Dell Foundation | 62.55% | Add +265.5% | 1,981,429 | $1.2B |
| Capstone Investment Advisors, LLC | 14.40% | Add +324.3% | 1,933,022 | $1.1B |
| Cwm, LLC | 4.71% | Reduce -4.0% | 1,928,796 | $1.1B |
| Barings LLC | 26.92% | Add +2.4% | 1,903,284 | $1.1B |
| Greenleaf Trust | 10.10% | Add +4.1% | 1,884,111 | $1.1B |
| AIA Group Ltd | 26.64% | Add +34.8% | 1,873,863 | $1.1B |
| Avantax Advisory Services, Inc. | 6.62% | Add +0.7% | 1,791,134 | $1.1B |
| Eisler Capital Management Ltd. | 34.68% | — | 1,775,350 | $1.0B |
| Janney Montgomery Scott LLC | 2.81% | Add +2.2% | 1,721,823 | $1.0B |
| Fifth Third Bancorp | 3.64% | Add +1.6% | 1,705,415 | $1.0B |
| Bank of Montreal | 0.49% | Add +1.5% | 1,655,472 | $974.5M |
| D. E. Shaw & Co. | 1.13% | Add +1141.9% | 1,616,083 | $951.4M |
| MAI Capital Management | 7.09% | Add +8.0% | 1,616,043 | $951.3M |
| Fiduciary Trust Co | 12.16% | Add +1.1% | 1,564,951 | $921.3M |
| Fund Evaluation Group, LLC | 43.03% | Add +16.2% | 1,563,565 | $920.4M |
| Park Avenue Securities LLC | 9.40% | Add +1.6% | 1,552,135 | $913.7M |
| Osaic Holdings, Inc. | 2.04% | Add +15.5% | 1,762,531 | $910.0M |
| Neuberger Berman Group LLC | 0.72% | Reduce -0.5% | 1,541,874 | $907.7M |
| BlueCrest Capital Management Ltd | 58.19% | New | 1,532,697 | $902.3M |
| Jasper Ridge Partners, L.P. | 28.55% | Reduce -6.7% | 1,531,478 | $901.6M |
| Potomac Fund Management Inc. | 50.62% | — | 1,465,342 | $862.6M |
| Allianz SE | 22.24% | Add +3.8% | 1,452,343 | $855.0M |
| Municipal Employees' Retirement System of Michigan | 11.67% | No change | 1,438,577 | $846.9M |
| BNP Paribas Financial Markets | 0.65% | Add +18.1% | 1,411,407 | $830.9M |
| FIL Ltd | 0.77% | Add +4.6% | 1,392,028 | $819.5M |
| UNC Management Company, Inc. | 80.65% | Add +83.8% | 1,363,821 | $802.9M |
| Bank of Nova Scotia | 1.41% | Reduce -2.9% | 1,355,711 | $798.1M |
| M&T Bank Corp | 2.67% | Reduce -4.4% | 1,353,402 | $796.7M |
| Thrivent Financial for Lutherans | 1.51% | Reduce -0.1% | 1,295,753 | $775.8M |
| Johnson Investment Counsel Inc. | 7.55% | Reduce -0.3% | 1,315,847 | $774.6M |
| Brown Advisory Inc. | 0.98% | Add +2.5% | 1,306,763 | $769.3M |
| Alesco Advisors, LLC, An ESL Co | 23.99% | Reduce -1.6% | 1,296,949 | $763.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.17% | Reduce -20.2% | 1,230,000 | $724.1M |
| Assetmark, Inc. | 1.91% | Add +1.3% | 1,194,027 | $702.9M |
| Jain Global LLC | 20.98% | — | 1,190,000 | $700.5M |
| Freestone Grove Partners LP | 8.46% | — | 1,173,000 | $690.5M |
| First Hawaiian Bank | 22.45% | Reduce -1.6% | 1,169,524 | $688.5M |
| Allianz Asset Management GmbH | 0.99% | Add +1380.3% | 1,162,809 | $684.5M |
| National Philanthropic Trust | 9.86% | Add +12.3% | 1,161,814 | $683.9M |
| Constellation Investments, Inc. | 30.46% | — | 1,136,789 | $669.2M |
| Schroder Investment Management Group | 0.62% | Add +4.2% | 1,088,541 | $643.3M |
| Partners Capital Investment Group, LLP | 17.50% | Reduce -44.2% | 1,079,870 | $635.7M |
| Meiji Yasuda Life Insurance Co | 11.96% | Add +25.6% | 1,078,509 | $634.9M |
| Regions Financial Corp. | 4.56% | Reduce -2.6% | 1,055,637 | $621.4M |
| Nearwater Capital Markets, Ltd | 17.68% | — | 1,052,000 | $619.3M |
| Flputnam Investment Management Co. | 11.31% | Add +11.0% | 1,051,105 | $618.8M |
| Cambridge Investment Research Advisors, Inc. | 2.06% | Add +0.3% | 1,048,044 | $617.0M |
| Johnson Financial Group, Inc. | 29.10% | Add +32.7% | 1,017,793 | $615.4M |
| Bessemer Group Inc. | 0.96% | Add +2.9% | 996,226 | $586.5M |
| Comerica Bank | 2.36% | Reduce -1.1% | 993,143 | $584.6M |
| Simplify Asset Management Inc. | 40.41% | Add +32.6% | 987,258 | $581.2M |
| Soundwatch Capital LLC | 60.69% | Add +106.6% | 974,950 | $573.9M |
| United Capital Financial Advisors, LLC | 4.83% | Reduce -3.9% | 970,299 | $571.2M |
| Mirae Asset Global Investments Co., Ltd. | 2.26% | Add +3.5% | 936,589 | $556.2M |
| Franklin Resources Inc. | 0.15% | Add +0.5% | 927,575 | $546.1M |
| Waverly Advisors, LLC | 8.37% | Add +5.9% | 918,204 | $540.5M |
| Provida Pension Fund Administrator | 10.74% | Reduce -14.4% | 894,645 | $526.7M |
| Polar Asset Management Partners Inc. | 9.62% | New | 840,000 | $494.5M |
| Dynasty Wealth Management, LLC | 8.39% | Add +29.1% | 825,799 | $486.1M |
| NewEdge Advisors, LLC | 2.91% | Add +9.9% | 822,886 | $484.4M |
| CHURCHILL MANAGEMENT Corp | 5.28% | Add +1.7% | 822,264 | $484.1M |
| Brown Brothers Harriman & Co. | 3.36% | Add +14.7% | 814,862 | $479.7M |
| Tiaa Trust, National Association | 1.40% | Reduce -0.8% | 781,944 | $460.3M |
| Leith Wheeler Investment Counsel Ltd. | 32.96% | Reduce -6.5% | 773,136 | $455.1M |
| Baird Financial Group, Inc. | 0.86% | Add +14.1% | 764,905 | $450.3M |
| Coldstream Capital Management Inc. | 9.44% | Add +0.7% | 752,248 | $442.8M |
| Stifel Financial Corp. | 0.45% | Add +1.9% | 740,418 | $435.9M |
| Rockefeller Capital Management L.P. | 1.13% | Add +2.9% | 738,566 | $434.6M |
| Swan Global Investments, LLC | 20.27% | Add +0.3% | 712,144 | $419.2M |
| Tidal Investments LLC | 3.32% | Add +13.7% | 686,748 | $404.3M |
| Parallel Advisors, LLC | 9.08% | Add +4.0% | 682,336 | $401.7M |
| Circle Wealth Management, LLC | 8.59% | Add +4.2% | 682,193 | $401.6M |
| Kestra Advisory Services, LLC | 2.19% | Add +11.1% | 677,332 | $398.7M |
| Allspring Global Investments Holdings, LLC | 0.64% | Add +1.8% | 676,484 | $397.4M |
| CKW Financial Group | 48.81% | Reduce -1.7% | 673,780 | $396.6M |
| Nissay Asset Management Corp. /Japan | 2.37% | No change | 650,447 | $388.7M |
| Sigma Investment Counselors Inc. | 22.77% | Add +0.7% | 658,787 | $387.8M |
| RiverFront Investment Group, LLC | 8.76% | Add +2.4% | 654,086 | $385.0M |
| Manufacturers Life Insurance Company, The | 0.33% | Add +29.3% | 645,926 | $380.2M |
| Crestline Management, L.P. | 13.11% | New | 640,000 | $376.8M |
| Essential Planning, LLC. | 2.45% | Add +6151.9% | 634,886 | $375.6M |
| Focus Partners Wealth | 0.98% | Add +81.0% | 637,996 | $375.6M |
| Evoke Wealth, LLC | 10.20% | Reduce -1.5% | 622,628 | $366.5M |
| Cahaba Wealth Management, Inc. | 30.25% | Add +0.4% | 621,045 | $365.6M |
| Matson Money. Inc. | 13.10% | No change | 620,081 | $365.0M |
| Truepoint, Inc. | 9.59% | Reduce -0.1% | 608,695 | $358.3M |
| Freestone Capital Holdings, LLC | 12.30% | Add +2.3% | 604,015 | $355.6M |
| Quotient Wealth Partners, LLC | 11.62% | Add +1.1% | 603,616 | $355.3M |
| Genworth Financial Inc | 91.58% | No change | 601,470 | $354.1M |
| Heritage Wealth Advisors | 17.53% | Reduce -5.6% | 600,566 | $353.5M |
| Mercer Global Advisors Inc. | 0.86% | Reduce -4.7% | 597,817 | $351.9M |
| Equitable Holdings, Inc. | 3.29% | Add +1.2% | 586,668 | $345.4M |
| Private Advisor Group, LLC | 1.93% | Add +58.9% | 583,450 | $343.5M |
| Avidian Wealth Enterprises, LLC | 14.82% | Add +7.0% | 560,462 | $329.9M |
| Two Sigma Investments, LP | 0.80% | Add +119.3% | 560,100 | $329.7M |
| UMB Bank, n.a. | 5.21% | Add +0.8% | 559,723 | $329.5M |
| Sanctuary Advisors, LLC | 2.07% | Reduce -0.6% | 539,016 | $327.7M |
| Sumitomo Life Insurance Co. | 6.17% | No change | 555,000 | $326.7M |
| NorthCoast Asset Management LLC | 1.59% | Add +25.2% | 550,581 | $324.4M |
| Goldentree Asset Management LP | 25.67% | New | 545,000 | $320.9M |
| Northwestern Mutual Investment Management Company, LLC | 7.06% | Reduce -26.4% | 542,500 | $319.4M |
| Aspiriant, LLC | 11.39% | Add +21.7% | 535,736 | $315.4M |
| Sun Life Financial Inc. | 17.30% | No change | 527,026 | $310.2M |
| Klingman & Associates, LLC | 19.46% | Add +0.1% | 522,942 | $307.8M |
| Nationwide Fund Advisors | 24.32% | Add +1.6% | 516,284 | $303.9M |
| Bank of Finland | 21.64% | Reduce -33.9% | 515,523 | $303.5M |
| Charter Oak Capital Management, LLC | 28.16% | Reduce -0.8% | 513,822 | $302.5M |
| Legacy Wealth Management, LLC | 19.41% | Add +1.9% | 513,576 | $302.3M |
| Halbert Hargrove Global Advisors, LLC | 16.68% | Add +0.2% | 504,903 | $297.2M |
| GR Financial Group, LLC | 49.97% | Add +1.6% | 501,867 | $295.4M |
| JB Capital LLC | 16.30% | Reduce -1.8% | 494,879 | $291.3M |
| HSBC Holdings PLC | 0.18% | Add +37.6% | 491,253 | $289.4M |
| Journey Strategic Wealth LLC | 10.79% | Add +3.7% | 490,450 | $288.7M |
| Wellspring Financial Advisors, LLC | 30.02% | Add +24.6% | 488,055 | $287.3M |
| CIBC Private Wealth Group LLC | 0.51% | Reduce -1.3% | 477,366 | $282.7M |
| Moneta Group Investment Advisors LLC | 3.92% | Add +1.9% | 474,839 | $279.5M |
| Canada Post Corp Registered Pension Plan | 16.43% | — | 472,539 | $278.2M |
| Haverford Trust Co | 2.74% | Add +34.9% | 469,194 | $276.2M |
| State Street Corp. | 0.01% | Reduce -11.2% | 468,621 | $275.9M |
| Ally Invest Advisors Inc. | 23.81% | Add +1.9% | 466,894 | $274.9M |
| Fragasso Financial Advisors Inc | 20.55% | Add +9.5% | 457,672 | $269.4M |
| Orgel Wealth Management, LLC | 6.99% | Add +6.8% | 455,150 | $267.9M |
| Bracebridge Capital, LLC | 26.60% | New | 449,850 | $264.8M |
| Clearstead Advisors, LLC | 3.98% | Reduce -0.1% | 444,099 | $261.4M |
| LBMC Investment Advisors, LLC | 20.54% | Reduce -0.9% | 442,744 | $260.6M |
| Atria Wealth Solutions, Inc. | 2.84% | Reduce -6.6% | 439,058 | $258.5M |
| Lido Advisors, LLC | 1.62% | Add +121.0% | 435,580 | $256.4M |
| Fort Washington Investment Advisors Inc. | 1.53% | Add +5.8% | 434,961 | $256.1M |
| Citizens Financial Group Inc. | 4.95% | Add +1.1% | 431,207 | $253.8M |
| University of Texas/Texas Am Investment Management Co. | 29.89% | Add +2635.9% | 429,762 | $253.0M |
| Ashford Advisors, LLC | 58.31% | Reduce -1.4% | 428,453 | $252.2M |
| Hirtle & Co., LLC | 11.90% | Reduce -7.6% | 416,797 | $245.4M |
| Public Employees Retirement System of Ohio | 0.84% | New | 413,175 | $243.2M |
| Blair William & Co. | 0.70% | Add +4.3% | 410,742 | $241.8M |
| Planning Alternatives Ltd. | 36.93% | Reduce -0.8% | 408,087 | $240.2M |
| Fifth Third Wealth Advisors LLC | 13.03% | Add +14.1% | 407,896 | $240.1M |
| Traphagen Investment Advisors LLC | 24.42% | Add +1.4% | 407,841 | $240.1M |
| Norinchukin Bank, The | 5.06% | Add +49.8% | 406,480 | $239.3M |
| Hancock Whitney Corp. | 7.57% | Add +6.3% | 406,117 | $239.1M |
| Whittier Trust Co. | 3.08% | Reduce -0.6% | 397,085 | $233.8M |
| &partners | 2.77% | Add +42.4% | 385,585 | $230.8M |
| Taiyo Life Insurance Co. | 18.40% | No change | 385,475 | $226.9M |
| RKL Wealth Management LLC | 20.01% | Add +1.7% | 381,870 | $224.8M |
| Farmers & Merchants Investments Inc. | 7.02% | Reduce -1.1% | 380,306 | $223.9M |
| Wealthspire Retirement, LLC | 17.67% | Add +0.4% | 380,009 | $223.7M |
| Tarbox Family Office, Inc. | 36.53% | Reduce -0.8% | 376,180 | $221.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.51% | Add +3.0% | 372,252 | $219.1M |
| Ballentine Partners, LLC | 3.75% | Reduce -0.9% | 372,164 | $219.1M |
| Analyst IMS Investment Management Services Ltd. | 7.95% | No change | 368,902 | $217.2M |
| Steele Capital Management, Inc. | 11.30% | Reduce -0.6% | 368,797 | $217.1M |
| Midland Wealth Advisors, LLC | 12.95% | Add +0.2% | 365,639 | $215.2M |
| Steward Partners Investment Advisory, LLC | 1.91% | Add +6.6% | 365,113 | $214.9M |
| Ellenbecker Investment Group | 38.47% | Reduce -5.2% | 365,026 | $214.9M |
| Integrated Wealth Concepts LLC | 2.48% | Add +0.1% | 362,793 | $213.6M |
| 3EDGE Asset Management, LP | 13.03% | Add +22.8% | 358,946 | $211.3M |
| Ritholtz Wealth Management | 6.17% | Add +2.6% | 356,729 | $210.0M |
| Wellington Management Group LLP | 0.04% | Reduce -1.6% | 356,329 | $209.8M |
| IMC-Chicago, LLC | 5.70% | New | 355,369 | $209.2M |
| Apexium Financial, LP | 12.66% | Add +4.9% | 354,347 | $208.6M |
| NINE MASTS CAPITAL Ltd | 40.03% | New | 352,000 | $207.2M |
| Daido Life Insurance Co. | 25.41% | No change | 351,796 | $207.1M |
| PKO Investment Management Joint-Stock Co | 25.68% | Reduce -26.4% | 350,531 | $206.4M |
| Marcum Wealth, LLC | 17.12% | Add +1.6% | 335,240 | $197.3M |
| Sigma Planning Corp | 6.16% | Reduce -0.2% | 333,448 | $196.3M |
| Readystate Asset Management LP | 15.01% | New | 333,000 | $196.0M |
| Lazard Asset Management LLC | 0.31% | Add +1.6% | 332,529 | $195.8M |
| Stratos Wealth Partners, LTD. | 2.78% | Reduce -1.5% | 330,366 | $194.5M |
| Holocene Advisors, LP | 0.63% | New | 330,000 | $194.3M |
| Korea Investment CORP | 0.46% | Add +8.2% | 328,512 | $193.4M |
| Voloridge Investment Management, LLC | 0.68% | Reduce -53.0% | 327,000 | $192.5M |
| Vicus Capital | 17.05% | Add +1.5% | 326,271 | $192.1M |
| Ensign Peak Advisors, Inc | 0.34% | Add +427.1% | 324,230 | $190.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.13% | Reduce -12.3% | 322,636 | $189.9M |
| Linscomb Wealth, Inc. | 9.45% | Reduce -0.1% | 322,487 | $189.8M |
| First Interstate Bank | 11.46% | Reduce -3.2% | 321,612 | $189.3M |
| Farther Finance Advisors, LLC | 6.77% | Add +7.0% | 318,284 | $187.4M |
| Bangor Savings Bank | 17.34% | Add +2.9% | 313,899 | $184.8M |
| Endurance Services Ltd | 30.28% | No change | 307,000 | $180.7M |
| AE Wealth Management LLC | 1.53% | Reduce -3.1% | 306,013 | $180.1M |
| Glenview Trust Co | 3.35% | Add +0.6% | 304,061 | $179.0M |
| Gryphon Financial Partners LLC | 25.59% | Add +0.4% | 302,356 | $178.0M |
| Prudential PLC | 0.90% | Add +45.3% | 301,268 | $177.4M |
| Apollon Wealth Management, LLC | 4.08% | Add +33.4% | 300,657 | $177.0M |
| Legacy Private Trust Co. | 11.55% | Reduce -1.7% | 299,960 | $176.6M |
| TFC Financial Management, Inc. | 27.33% | Add +0.8% | 293,515 | $172.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.40% | Add +5.2% | 291,804 | $171.7M |
| Allstate Corp. | 5.03% | Reduce -4.1% | 290,439 | $171.0M |
| Mason Street Advisors, LLC | 21.93% | Reduce -5.1% | 287,750 | $169.4M |
| Beacon Pointe Advisors, LLC | 1.87% | Add +2.1% | 286,548 | $168.7M |
| WealthNavi Inc. | 1.94% | Add +31.6% | 283,584 | $166.9M |
| Element Pointe Advisors, LLC | 38.93% | Add +2.4% | 281,080 | $165.5M |
| Monashee Investment Management LLC | 22.96% | Add +4.8% | 280,510 | $165.2M |
| Gilbert & Cook, Inc. | 23.23% | Reduce -2.5% | 279,889 | $164.8M |
| True Link Financial Advisors, LLC | 13.67% | Add +0.2% | 276,747 | $162.9M |
| Retirement Income Solutions, Inc. | 32.78% | Add +23.2% | 275,946 | $162.4M |
| Dakota Wealth Management | 3.69% | Add +0.2% | 272,295 | $160.3M |
| Atria Investments, Inc | 1.99% | Reduce -1.4% | 270,999 | $159.5M |
| American Century Companies Inc. | 0.09% | Add +429.8% | 268,744 | $158.2M |
| JNBA Financial Advisors | 16.12% | Add +7.7% | 268,175 | $157.9M |
| Lee Financial Co | 22.15% | Add +0.9% | 267,429 | $157.4M |
| Toews Corp. | 93.39% | Add +332.9% | 266,980 | $157.2M |
| First Foundation Advisors | 5.90% | Add +9.1% | 266,300 | $156.8M |
| Modera Wealth Management, LLC | 1.88% | Add +2.1% | 264,127 | $155.5M |
| Tudor Investment Corporation | 1.64% | Add +789.7% | 261,516 | $153.9M |
| Orion Porfolio Solutions, LLC | 1.53% | Reduce -39.6% | 260,183 | $153.2M |
| Orion Portfolio Solutions, LLC | 1.53% | Reduce -39.6% | 260,183 | $153.2M |
| Armstrong Advisory Group, Inc. | 12.19% | Add +4.5% | 259,279 | $152.6M |
| Federation des caisses Desjardins du Quebec | 0.76% | Reduce -2.6% | 253,038 | $149.0M |
| Calamos Wealth Management LLC | 7.50% | Reduce -1.4% | 251,175 | $147.9M |
| Sfmg, LLC | 11.60% | Add +1.0% | 249,891 | $147.1M |
| 26North Partners LP | 100.00% | Add +0.1% | 249,299 | $146.8M |
| Security National Bank | 20.89% | Reduce -8.8% | 248,667 | $146.4M |
| Goelzer Investment Management, Inc. | 8.46% | Reduce -1.0% | 247,578 | $145.7M |
| BlueStem Wealth Partners, LLC | 19.01% | — | 245,983 | $144.8M |
| Ullmann Wealth Partners Group, LLC | 18.52% | Reduce -1.2% | 243,775 | $143.5M |
| Advisory Services Network, LLC | 2.67% | Add +2.3% | 243,217 | $143.2M |
| Spire Wealth Management | 4.44% | Add +8.0% | 242,720 | $142.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.08% | Add +0.6% | 240,376 | $141.5M |
| Lowe Brockenbrough & Co. Inc. | 9.06% | Add +6.2% | 239,949 | $141.3M |
| Bricktown Capital, LLC | 29.47% | Reduce -29.4% | 239,781 | $141.2M |
| Phillips Financial Management, LLC | 11.04% | Add +4.4% | 238,362 | $140.3M |
| Stairway Partners, LLC | 8.82% | Add +356.8% | 237,771 | $140.0M |
| Foundations Investment Advisors, LLC | 2.70% | Add +4.9% | 237,301 | $139.7M |
| Barclays PLC | 0.07% | Reduce -61.6% | 236,847 | $139.4M |
| Sandy Spring Bank | 5.64% | Add +1.4% | 236,780 | $139.4M |
| Sagespring Wealth Partners, LLC | 3.67% | — | 322,204 | $138.9M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 100.00% | — | 234,971 | $138.3M |
| Mesirow Financial Investment Management, Inc. | 2.73% | Add +0.6% | 233,720 | $137.6M |
| Quadrant Capital Group LLC | 9.42% | Add +7.1% | 232,515 | $136.9M |
| BLB&B Advisors, LLC | 6.95% | Add +3.7% | 231,581 | $136.3M |
| Mandatum Life Insurance Co Ltd | 40.39% | Add +17.9% | 231,435 | $136.2M |
| Gotham Asset Management | 1.29% | Reduce -0.2% | 230,840 | $135.9M |
| Financial Synergies Wealth Advisors, Inc. | 16.68% | Add +0.3% | 228,460 | $134.5M |
| Litman Gregory Wealth Management LLC | 11.62% | Add +0.2% | 227,735 | $134.1M |
| Commerce Bank | 0.82% | Reduce -1.2% | 226,883 | $133.6M |
| McNamara Financial Services, Inc. | 31.04% | Reduce -9.2% | 224,288 | $132.0M |
| FineMark National Bank & Trust | 4.59% | Add +0.6% | 223,690 | $131.7M |
| Robertson Stephens Wealth Management, LLC | 4.66% | Add +0.7% | 222,077 | $130.7M |
| Home Federal Bank of Tennessee | 38.42% | Reduce -2.9% | 220,513 | $129.8M |
| Bank of Hawaii | 7.18% | Reduce -5.7% | 220,387 | $129.7M |
| OneDigital Investment Advisors LLC | 1.49% | Reduce -0.2% | 218,432 | $128.6M |
| Independent Advisor Alliance | 1.70% | Add +3427.2% | 218,333 | $128.5M |
| RPTC Inc. | 26.18% | Add +0.2% | 218,303 | $128.5M |
| GMO | 0.42% | New | 218,200 | $128.4M |
| Horan Securities, Inc. | 48.69% | Add +3.5% | 217,980 | $128.3M |
| Montag A & Associates Inc. | 6.08% | Add +10.0% | 216,979 | $127.7M |
| Capital Analysts, LLC | 5.11% | Add +2.7% | 216,289 | $127.3M |
| Single Point Partners, LLC | 29.06% | New | 214,352 | $126.2M |
| Merit Financial Group, LLC | 2.25% | Add +20.6% | 212,848 | $125.3M |
| Zions Bancorporation, N.A. | 7.86% | Add +6.3% | 211,613 | $124.6M |
| Rezny Wealth Management, Inc. | 30.39% | Reduce -0.7% | 210,208 | $123.7M |
| Janus Henderson Group PLC | 0.06% | New | 209,169 | $123.1M |
| Rwa Wealth Partners, LLC | 1.51% | Add +1.5% | 208,539 | $122.8M |
| Graypoint LLC | 7.39% | Add +13.1% | 207,272 | $122.0M |
| Hantz Financial Services, Inc. | 2.12% | Add +30.5% | 207,009 | $121.9M |
| First Horizon Advisors, Inc. | 3.41% | Reduce -2.7% | 206,891 | $121.8M |
| Adventist Health System/ West | 18.62% | Reduce -68.7% | 204,550 | $120.4M |
| Prime Capital Investment Advisors, LLC | 1.74% | Add +28.6% | 203,159 | $119.6M |
| Perigon Wealth Management, LLC | 2.92% | Reduce -8.1% | 199,822 | $118.8M |
| Abundance Wealth Counselors | 25.64% | Reduce -0.2% | 200,134 | $117.8M |
| Mutual Advisors, LLC | 3.38% | Add +2.7% | 196,094 | $116.6M |
| Icon Wealth Advisors, LLC | 9.46% | Reduce -2.0% | 195,344 | $115.0M |
| Wealth Group Ltd | 33.16% | Add +2.3% | 194,825 | $114.7M |
| Dechtman Wealth Management, LLC | 21.91% | Reduce -0.7% | 192,613 | $113.4M |
| Brookstone Capital Management | 1.64% | Reduce -4.6% | 191,699 | $112.8M |
| Heck Capital Advisors, LLC | 12.90% | Add +3.2% | 191,048 | $112.5M |
| St. Clair Advisors, LLC | 32.27% | Add +0.8% | 190,926 | $112.4M |
| BBR Partners, LLC | 7.76% | Add +2.2% | 188,812 | $111.1M |
| Focus Financial Network, Inc. | 4.41% | Reduce -3.6% | 188,496 | $111.0M |
| Valeo Financial Advisors, LLC | 3.08% | Add +2.5% | 187,372 | $110.3M |
| Core Wealth Advisors, Inc. | 35.63% | Reduce -0.1% | 183,556 | $108.1M |
| McKinley Carter Wealth Services, Inc. | 6.60% | Add +1.9% | 183,144 | $107.8M |
| Conrad N. Hilton Foundation | 74.46% | No change | 180,651 | $106.3M |
| Crewe Advisors LLC | 14.63% | Add +9.8% | 180,239 | $106.1M |
| Financial Advisory Corp | 18.49% | — | 179,983 | $106.0M |
| HB Wealth Management, LLC | 1.08% | Add +0.4% | 179,954 | $105.9M |
| Ferguson Wellman Capital Management, Inc. | 2.02% | Add +3.8% | 179,926 | $105.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.11% | Add +13.9% | 177,597 | $105.5M |
| BSW Wealth Partners | 15.33% | Add +0.8% | 177,445 | $104.5M |
| Valley Forge Investment Consultants Inc. Adv | 35.73% | Add +1.0% | 176,793 | $104.1M |
| D.A. Davidson & Co. | 0.84% | Reduce -0.4% | 175,733 | $103.5M |
| Arvest Bank Trust Division | 6.15% | Reduce -2.0% | 173,340 | $102.0M |
| Wilshire Advisors LLC | 37.09% | Add +29.0% | 172,483 | $101.5M |
| Integrated Advisors Network LLC | 4.86% | Reduce -1.5% | 171,999 | $101.3M |
| Mackenzie Financial Corp. | 0.14% | Reduce -13.0% | 171,654 | $101.0M |
| Satovsky Asset Management LLC | 22.81% | Reduce -1.3% | 169,777 | $99.7M |
| First Commonwealth Financial Corp | 23.26% | Reduce -1.0% | 167,547 | $98.6M |
| Narwhal Capital Management | 8.71% | Add +7.7% | 167,479 | $98.6M |
| StoneX Group Inc. | 5.41% | Add +11.4% | 166,982 | $98.3M |
| Vantagepoint Investment Advisers LLC | 15.75% | Reduce -56.1% | 166,970 | $98.3M |
| First Citizens Bank & Trust Co. | 1.80% | Add +37.2% | 166,582 | $98.1M |
| Winthrop Advisory Group LLC | 11.72% | Reduce -21.2% | 165,969 | $97.7M |
| Gsa Capital Partners LLP | 7.20% | New | 165,180 | $97.2M |
| Bridges Investment Management Inc. | 1.34% | Add +7.5% | 163,326 | $96.1M |
| Catalyst Financial Partners LLC | 18.03% | Add +3.6% | 162,914 | $95.9M |
| Ssi Investment Management LLC | 33.99% | Add +5.0% | 161,510 | $95.1M |
| Cape Cod Five Cents Savings Bank | 8.42% | No change | 164,213 | $94.7M |
| Callan Family Office, LLC | 6.01% | Reduce -9.7% | 160,639 | $94.6M |
| Integrity Alliance, Llc. | 10.20% | — | 159,828 | $94.1M |
| Bryn Mawr Trust Advisors, LLC | 5.05% | Add +4.4% | 159,277 | $93.8M |
| Betterment LLC | 0.22% | Reduce -2.3% | 158,871 | $93.5M |
| Whittier Trust Co. of Nevada Inc. | 2.29% | Add +2.5% | 158,661 | $93.4M |
| Chandler Asset Management, Inc. | 17.74% | Reduce -5.4% | 157,657 | $92.8M |
| King Wealth Management Group | 13.50% | Add +5.5% | 157,155 | $92.5M |
| Forvis Mazars Wealth Advisors, LLC | 2.13% | Reduce -0.8% | 156,818 | $92.3M |
| Sharkey, Howes & Javer | 12.83% | Reduce -2.8% | 155,161 | $91.3M |
| Townsquare Capital LLC | 1.01% | Add +5.4% | 152,649 | $89.9M |
| Great Lakes Advisors, LLC | 0.76% | Add +0.2% | 151,364 | $89.1M |
| Stock Yards Bank & Trust Co. | 3.05% | Add +0.6% | 151,001 | $88.9M |
| Tortoise Investment Management, LLC | 9.32% | Reduce -1.5% | 149,970 | $88.3M |
| RTD Financial Advisors, Inc. | 11.28% | Reduce -0.4% | 149,431 | $88.0M |
| Standpoint Asset Management, LLC | 16.95% | No change | 149,400 | $87.9M |
| Chevy Chase Trust Holdings, LLC | 0.27% | Reduce -1.4% | 149,164 | $87.8M |
| Cambridge Associates LLC /Ma/ | 2.81% | Reduce -12.1% | 149,103 | $87.8M |
| Alternative Investment Advisors, LLC. | 45.26% | Add +15.6% | 147,374 | $86.8M |
| Choreo, LLC | 1.24% | Reduce -32.3% | 146,565 | $86.3M |
| Daiwa Securities Group Inc. | 0.39% | Reduce -57.6% | 146,368 | $86.2M |
| Unique Wealth, LLC | 17.89% | Reduce -8.0% | 145,779 | $85.8M |
| Cibc World Market Inc. | 0.20% | Reduce -23.3% | 144,562 | $85.1M |
| Karpus Management, Inc. | 2.51% | Reduce -4.2% | 144,298 | $84.9M |
| Qalhat Capital Ltd | 22.38% | No change | 143,908 | $84.7M |
| Resonant Capital Advisors, LLC | 6.16% | Add +1.9% | 143,300 | $84.4M |
| Jump Financial, LLC | 1.82% | New | 143,081 | $84.2M |
| Geneos Wealth Management Inc. | 2.95% | Add +3.1% | 143,020 | $84.2M |
| Ironclad Investments LLC | 48.96% | Reduce -1.1% | 142,195 | $83.7M |
| Counterpoint Mutual Funds LLC | 10.42% | New | 141,851 | $83.5M |
| Country Trust Bank | 2.08% | Add +4.7% | 141,171 | $83.1M |
| Old National Bancorp | 1.97% | Reduce -3.9% | 141,159 | $83.1M |
| Onyx Bridge Wealth Group LLC | 11.95% | Add +5.9% | 140,911 | $83.0M |
| JSF Financial, LLC | 22.13% | Reduce -0.5% | 140,620 | $82.8M |
| SVB Wealth LLC | 1.54% | Add +18926.7% | 139,846 | $82.3M |
| PDS Planning, Inc | 7.31% | Add +2.2% | 139,799 | $82.3M |
| Spectrum Wealth Counsel, LLC | 9.66% | Reduce -7.9% | 139,577 | $82.2M |
| Mizuho Markets Americas LLC | 1.57% | Add +15.6% | 139,306 | $82.0M |
| SteelPeak Wealth, LLC | 3.40% | Add +5.2% | 139,144 | $81.9M |
| Principal Securities, Inc. | 1.84% | Reduce -21.4% | 139,054 | $81.9M |
| Divergent Planning, LLC | 27.54% | Add +1.5% | 138,057 | $80.5M |
| Requisite Capital Management, LLC | 16.39% | Reduce -6.1% | 136,313 | $80.2M |
| Physician Wealth Advisors, Inc. | 13.43% | Reduce -2.5% | 135,032 | $79.5M |
| Pine Ridge Advisers LLC | 7.07% | Add +0.1% | 134,995 | $79.5M |
| Ritter Daniher Financial Advisory LLC / DE | 22.43% | Add +4.5% | 134,978 | $79.5M |
| Pinnacle Associates Ltd. | 1.08% | Add +9.9% | 134,822 | $79.4M |
| MV Capital Management, Inc. | 8.47% | Reduce -0.4% | 134,678 | $79.3M |
| AMG National Trust Bank | 2.17% | Add +1.0% | 133,782 | $78.8M |
| Kovack Advisors, Inc. | 7.70% | Add +10.9% | 133,186 | $78.4M |
| Fulton Breakefield Broenniman LLC | 5.59% | Add +1.5% | 133,031 | $78.3M |
| Global Retirement Partners, LLC | 2.24% | Add +4.3% | 132,863 | $78.2M |
| Arcataur Capital Management LLC | 26.34% | Reduce -1.6% | 132,757 | $78.2M |
| Regal Investment Advisors LLC | 5.84% | Reduce -2.5% | 131,903 | $77.6M |
| Amtrust Financial Services, Inc. | 36.84% | No change | 131,800 | $77.6M |
| Alps Advisors Inc. | 0.49% | Reduce -17.1% | 131,499 | $77.4M |
| Prosperity Consulting Group, LLC | 5.79% | Add +3.8% | 130,577 | $76.9M |
| Summit Financial Strategies, Inc. | 8.46% | Add +1.9% | 130,184 | $76.6M |
| Cisco Systems, Inc. | 21.64% | Reduce -18.8% | 130,000 | $76.5M |
| Ledyard National Bank | 7.18% | Add +4.7% | 129,582 | $76.3M |
| Cim Investment Management Inc. | 22.30% | Add +2.9% | 129,416 | $76.2M |
| DT Investment Partners, LLC | 6.44% | Add +13.5% | 129,319 | $76.1M |
| BankPlus Trust Department | 24.97% | — | 129,279 | $76.1M |
| Accredited Investors Inc. | 4.46% | Reduce -0.3% | 129,168 | $76.0M |
| Eastern Bank | 1.41% | Add +7.1% | 129,008 | $75.9M |
| Pictet Asset Management Holding SA | 0.08% | New | 128,792 | $75.8M |
| Alaska Permanent Capital Management, LLC | 6.21% | Add +4.3% | 128,338 | $75.5M |
| Gray Private Wealth, LLC | 44.40% | Reduce -1.5% | 126,580 | $74.5M |
| Glenmede Trust Co. NA | 0.38% | Reduce -25.3% | 125,252 | $73.7M |
| Deutsche Bank AG | 0.03% | Reduce -4.2% | 124,622 | $73.4M |
| Destination Wealth Management | 2.29% | Reduce -3.1% | 124,387 | $73.2M |
| Hudock, Inc. | 12.79% | Reduce -0.7% | 124,362 | $73.2M |
| Cahill Wealth Management, LLC | 37.33% | Add +0.6% | 124,327 | $73.2M |
| Curi Capital, LLC | 1.69% | Reduce -8.3% | 124,312 | $73.2M |
| Savant Capital, LLC | 0.57% | Add +46.1% | 123,879 | $72.9M |
| Allworth Financial LP | 0.40% | Add +29.5% | 119,571 | $72.9M |
| 1832 Asset Management L.P. | 0.13% | Add +5.3% | 123,516 | $72.7M |
| Crestwood Advisors Group, LLC | 1.36% | Add +14.0% | 123,208 | $72.5M |
| Wealth Architects, LLC | 8.18% | Reduce -1.1% | 123,053 | $72.4M |
| Fiducient Advisors LLC | 8.92% | Reduce -11.2% | 122,731 | $72.2M |
| Advisors Capital Management, LLC | 1.13% | Add +12.5% | 122,313 | $72.0M |
| Bokf, NA | 1.21% | Add +1.8% | 123,162 | $71.8M |
| New England Professional Planning Group Inc. | 35.73% | Reduce -0.4% | 121,859 | $71.7M |
| Courier Capital LLC | 4.93% | Reduce -17.5% | 121,467 | $71.5M |
| Cardinal Strategic Wealth Guidance | 22.68% | Reduce -3.1% | 120,930 | $71.2M |
| Simon Quick Advisors, LLC | 4.26% | Add +8.5% | 120,770 | $71.1M |
| Ieq Capital, LLC | 0.68% | Add +3.0% | 119,928 | $70.6M |
| B. Riley Wealth Advisors, Inc. | 2.31% | Reduce -41.7% | 119,684 | $70.5M |
| Stonegate Investment Group, LLC | 1.87% | Add +6.1% | 119,288 | $70.2M |
| Balentine LLC | 2.84% | Add +1.9% | 118,732 | $69.9M |
| Baker Avenue Asset Management, LP | 2.14% | Add +8.9% | 118,723 | $69.9M |
| BOK Financial Private Wealth, Inc. | 5.07% | Reduce -2.2% | 118,500 | $69.8M |
| Lodestar Private Asset Management LLC | 8.72% | Add +3.1% | 118,408 | $69.7M |
| Centerpoint Advisors, LLC | 24.39% | Reduce -2.7% | 118,298 | $69.6M |
| High Falls Advisors, Inc | 16.03% | Reduce -3.3% | 117,442 | $69.1M |
| Avior Wealth Management, LLC | 2.52% | Add +4.7% | 116,976 | $68.9M |
| ESL Trust Services, LLC | 15.28% | Add +0.5% | 116,452 | $68.6M |
| Gries Financial LLC | 12.17% | Reduce -1.0% | 116,344 | $68.5M |
| Bryant Woods Investment Advisors, LLC | 33.11% | Add +2.6% | 116,100 | $68.3M |
| TCP Asset Management, LLC | 15.02% | Add +2.2% | 115,720 | $68.1M |
| AQR Capital Management | 0.09% | Add +17.4% | 114,874 | $67.6M |
| Rafferty Asset Management, LLC | 0.24% | No change | 114,865 | $67.6M |
| Proathlete Wealth Management LLC | 25.42% | Add +7.3% | 114,668 | $67.5M |
| Parker Investment Management, LLC | 10.52% | Reduce -14.4% | 114,619 | $67.5M |
| Amarillo National Bank | 12.30% | Reduce -0.1% | 113,843 | $67.0M |
| Vision Capital Management, Inc. | 9.81% | Add +1.8% | 113,358 | $66.7M |
| Towercrest Capital Management | 10.77% | Add +3.1% | 113,246 | $66.7M |
| West Coast Financial LLC | 7.34% | Add +1.4% | 113,230 | $66.7M |
| Well Done, LLC | 12.06% | No change | 114,270 | $65.9M |
| Financial Partners Group, Inc | 9.56% | Add +0.5% | 111,336 | $65.5M |
| Smith, Moore & Co. | 5.92% | Add +1.0% | 110,060 | $64.8M |
| Lineweaver Wealth Advisors, LLC | 11.95% | Reduce -4.9% | 109,816 | $64.7M |
| Heritage Investment Group, Inc. | 12.06% | Add +3.8% | 109,794 | $64.6M |
| LGL Partners, LLC | 9.38% | Reduce -8.0% | 109,734 | $64.6M |
| HighMark Wealth Management LLC | 37.10% | Reduce -1.0% | 109,633 | $64.5M |
| Hancock Prospecting Pty Ltd | 4.85% | — | 109,395 | $64.4M |
| Tectonic Advisors LLC | 4.19% | Add +2.8% | 108,777 | $64.0M |
| Ameritas Investment Partners, Inc. | 2.07% | Add +1.2% | 108,236 | $63.7M |
| Bar Harbor Wealth Management | 4.17% | Add +22.0% | 108,072 | $63.6M |
| Oppenheimer & Co. Inc. | 0.94% | Add +1.3% | 107,155 | $63.1M |
| Crescent Grove Advisors, LLC | 6.23% | Reduce -2.5% | 106,722 | $62.8M |
| Central Pacific Bank - Trust Division | 8.58% | Add +9.6% | 106,527 | $62.7M |
| Wilmington Savings Fund Society, FSB | 1.13% | Add +3.8% | 106,179 | $62.5M |
| Meridian Wealth Advisors, LLC | 10.29% | Add +6.2% | 105,987 | $62.4M |
| Snowden Capital Advisors LLC | 1.96% | Reduce -6.8% | 105,796 | $62.3M |
| FFT Wealth Management LLC | 4.68% | Add +3.6% | 105,573 | $62.1M |
| Harfst & Associates, Inc. | 12.93% | Reduce -0.9% | 105,440 | $62.1M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +20.1% | 105,022 | $61.8M |
| Blue Trust, Inc. | 0.79% | Reduce -17.7% | 104,933 | $61.8M |
| Stewardship Advisors, LLC | 17.08% | Reduce -0.7% | 104,665 | $61.6M |
| KMG Fiduciary Partners, LLC | 5.09% | Reduce -2.0% | 104,354 | $61.4M |
| Fairhaven Wealth Management, LLC | 19.07% | Add +0.0% | 103,591 | $61.0M |
| Mascoma Wealth Management LLC | 15.30% | Reduce -1.2% | 103,486 | $60.9M |
| Conning Inc. | 2.24% | Reduce -1.6% | 103,465 | $60.9M |
| Orrstown Financial Services Inc. | 16.26% | Add +8.2% | 102,904 | $60.6M |
| Nottingham Advisors, Inc. | 7.68% | Reduce -1.3% | 102,772 | $60.5M |
| Grant Street Asset Management, Inc. | 15.79% | Reduce -0.9% | 102,567 | $60.4M |
| Country Club Bank | 4.03% | Add +1.6% | 102,097 | $60.3M |
| Ameritas Advisory Services, LLC | 2.07% | Add +119.9% | 102,070 | $60.1M |
| Crestmont Private Wealth LLC | 27.01% | Add +1.4% | 101,995 | $60.0M |
| M Holdings Securities, Inc. | 9.68% | New | 101,988 | $60.0M |
| Stone House Investment Management, LLC | 15.20% | Reduce -15.9% | 101,586 | $59.8M |
| Keebeck Wealth Management | 8.61% | Reduce -3.6% | 101,488 | $59.7M |
| Rational Advisors, Inc. | 6.04% | Add +10.7% | 101,186 | $59.6M |
| Sand Hill Global Advisors, LLC | 2.52% | Add +0.3% | 101,150 | $59.5M |
| Parkside Investments, LLC | 8.88% | Add +5.2% | 100,596 | $59.2M |
| Beam Wealth Advisors, Inc. | 18.67% | Add +1.1% | 100,246 | $59.0M |
| Bontempo Ohly Capital Mgmt LLC | 28.53% | Reduce -2.1% | 99,590 | $58.6M |
| Strategic Point Investment Advisors, LLC | 9.51% | Add +2.4% | 99,076 | $58.3M |
| Swmg, LLC | 23.09% | Reduce -3.3% | 95,043 | $57.9M |
| Composition Wealth, LLC | 1.17% | Add +9.4% | 98,066 | $57.7M |
| Rhumbline Advisers | 0.05% | Reduce -22.8% | 98,036 | $57.7M |
| Community Bank, N.A. | 7.37% | Reduce -0.0% | 97,611 | $57.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.97% | Add +8.6% | 97,305 | $57.3M |
| Per Stirling Capital Management, LLC. | 8.12% | Reduce -0.3% | 97,196 | $57.2M |
| Ironwood Financial, llc | 11.96% | Reduce -7.7% | 96,884 | $57.0M |
| Compound Planning, Inc. | 2.88% | Add +18.2% | 96,753 | $57.0M |
| Wealth Alliance, LLC | 6.80% | Reduce -0.9% | 96,580 | $56.9M |
| Consilio Wealth Advisors, LLC | 23.18% | Add +7.8% | 96,253 | $56.7M |
| KMT Wealth Management, LLC | 45.14% | — | 95,626 | $56.3M |
| Ashton Thomas Private Wealth, LLC | 2.18% | Add +138.8% | 95,320 | $56.1M |
| Wharton Business Group, LLC | 2.52% | Reduce -0.0% | 94,886 | $55.9M |
| Citigroup Inc. | 0.05% | Reduce -3.5% | 94,352 | $55.5M |
| Twele Capital Management, Inc. | 11.75% | Reduce -4.7% | 94,147 | $55.4M |
| Colton Groome Financial Advisors, LLC | 21.11% | Add +0.7% | 93,803 | $55.2M |
| Buska Wealth Management, LLC | 17.65% | Add +6.2% | 93,661 | $55.1M |
| Oxford Financial Group, LTD. LLC | 3.57% | Reduce -3.6% | 93,533 | $55.1M |
| Concurrent Investment Advisors, LLC | 1.49% | Add +18.5% | 93,374 | $55.0M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -7.9% | 93,288 | $54.9M |
| Bull Oak Capital, LLC | 30.50% | Add +17.6% | 93,157 | $54.8M |
| CX Institutional | 2.17% | Add +0.8% | 93,015 | $54.8M |
| Beaumont Financial Advisors, LLC | 4.11% | Reduce -1.5% | 92,962 | $54.7M |
| Highland Capital Management, LLC | 3.12% | Reduce -1.4% | 92,842 | $54.7M |
| Bank of Stockton | 16.60% | Reduce -0.7% | 92,798 | $54.6M |
| Cypress Capital Group | 6.67% | Add +3.5% | 92,355 | $54.4M |
| Golden State Wealth Management, LLC | 8.09% | — | 91,683 | $54.0M |
| Roth Financial Partners LLC | 21.43% | Add +4.5% | 91,461 | $53.8M |
| Financial Counselors Inc. | 0.78% | Add +5.4% | 91,054 | $53.6M |
| Mather Group, Llc. | 0.70% | Reduce -1.7% | 91,047 | $53.6M |
| Invst, LLC | 6.51% | Reduce -29.6% | 90,986 | $53.6M |
| Kestra Private Wealth Services, LLC | 0.91% | Add +8.8% | 90,800 | $53.5M |
| Citadel Advisors | 0.05% | Add +40.2% | 90,338 | $53.2M |
| IFS Advisors, LLC | 41.72% | Reduce -2.1% | 90,159 | $53.1M |
| Affinity Capital Advisors, LLC | 9.97% | Add +7.0% | 89,593 | $53.0M |
| Diversified Enterprises, LLC | 5.07% | Add +2.7% | 89,971 | $53.0M |
| Bristlecone Advisors, LLC | 4.12% | Add +1.4% | 89,696 | $52.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.02% | Reduce -0.6% | 89,690 | $52.8M |
| Smithfield Trust Co | 2.62% | Reduce -3.0% | 89,471 | $52.7M |
| Droms Strauss Advisors Inc. /Mo/ | 17.20% | Reduce -2.3% | 89,479 | $52.7M |
| Enclave Advisors LLC | 8.63% | Add +0.2% | 89,118 | $52.5M |
| Visionary Wealth Advisors | 3.07% | Reduce -1.0% | 88,852 | $52.3M |
| Waterford Advisors, LLC | 25.81% | Add +4.3% | 86,138 | $50.7M |
| EP Wealth Advisors, LLC | 0.41% | Reduce -17.4% | 86,045 | $50.7M |
| HWG Holdings LP | 16.55% | Reduce -9.5% | 85,870 | $50.5M |
| Coyle Financial Counsel LLC | 16.00% | Add +13.2% | 85,862 | $50.5M |
| May Hill Capital, LLC | 19.56% | — | 85,835 | $50.5M |
| JGP Wealth Management, LLC | 6.51% | Add +49.9% | 85,503 | $50.3M |
| Sequoia Financial Advisors, LLC | 0.48% | Reduce -1.9% | 85,448 | $50.3M |
| MKD Wealth Coaches, LLC | 50.48% | — | 84,703 | $49.9M |
| TD Waterhouse Canada Inc. | 0.40% | Add +26.5% | 84,420 | $49.7M |
| Ancora Advisors LLC | 1.10% | Reduce -0.6% | 83,893 | $49.4M |
| Keystone Financial Services | 18.88% | Add +1.0% | 83,764 | $49.3M |
| Rogco, LP | 20.06% | Reduce -2.7% | 83,611 | $49.2M |
| Future You Wealth LLC | 34.63% | — | 83,055 | $48.9M |
| University of Massachusetts Foundation, Inc. | 26.25% | No change | 82,898 | $48.8M |
| Quantinno Capital Management LP | 0.48% | Add +68.8% | 82,335 | $48.5M |
| Hoxton Planning & Management, LLC | 18.34% | Reduce -0.6% | 81,495 | $48.0M |
| Strategic Investment Management, LLC | 16.54% | Add +19674.8% | 81,472 | $48.0M |
| Marino, Stram & Associates LLC | 10.60% | Reduce -0.3% | 81,398 | $47.9M |
| Wealth Quarterback LLC | 22.42% | Add +37.1% | 81,131 | $47.8M |
| Custos Family Office, LLC | 16.69% | Add +2.0% | 81,045 | $47.7M |
| Waller Financial Planning Group, Inc. | 11.99% | Add +51.6% | 80,805 | $47.6M |
| TD Capital Management LLC | 4.83% | Reduce -1.3% | 80,716 | $47.5M |
| Baron Silver Stevens Financial Advisors, LLC | 8.06% | Add +3.1% | 80,680 | $47.5M |
| Agur Provident & Training Funds Management Ltd. | 18.13% | Reduce -5.8% | 80,500 | $47.4M |
| Financial Management Network Inc. | 9.84% | Add +4.5% | 79,589 | $47.3M |
| J.W. Cole Advisors, Inc. | 1.91% | Reduce -7.5% | 80,365 | $47.3M |
| Bluestem Financial Advisors, LLC | 22.26% | Add +0.1% | 80,320 | $47.3M |
| SkyView Investment Advisors, LLC | 7.54% | Add +0.5% | 80,201 | $47.2M |
| Shelter Ins Retirement Plan | 60.41% | No change | 80,061 | $47.1M |
| Kelleher Financial Advisors | 17.78% | Reduce -0.6% | 80,036 | $47.1M |
| Cornerstone Wealth Group, LLC | 3.85% | Add +6.5% | 79,915 | $47.0M |
| Harbour Investments, Inc. | 1.35% | Reduce -0.7% | 79,881 | $47.0M |
| International City Management Association Retirement Corp | 28.86% | No change | 79,711 | $46.9M |
| Cranbrook Wealth Management, LLC | 10.87% | Reduce -0.8% | 79,633 | $46.9M |
| Guidance Point Advisors, LLC | 13.66% | Add +0.9% | 79,543 | $46.8M |
| Cornerstone Wealth Management, LLC | 3.15% | Reduce -1.3% | 79,311 | $46.7M |
| GoalFusion Wealth Management, LLC | 25.31% | Add +1.1% | 78,889 | $46.4M |
| Progeny 3, Inc. | 3.68% | No change | 78,769 | $46.4M |
| Sowell Financial Services LLC | 2.44% | Reduce -16.5% | 78,758 | $46.4M |
| PAX Financial Group, LLC | 8.27% | Add +1.6% | 78,469 | $46.2M |
| Smith Chas P & Associates Pa Cpas | 2.64% | Reduce -3.4% | 77,991 | $45.9M |
| Gladstone Institutional Advisory LLC | 2.13% | Add +2.2% | 77,913 | $45.9M |
| Keeley-Teton Advisors, LLC | 5.32% | Reduce -1.2% | 77,896 | $45.9M |
| Bluesphere Advisors LLC | 22.43% | Add +0.1% | 77,845 | $45.8M |
| Watershed Private Wealth LLC | 17.83% | Add +4.2% | 77,681 | $45.7M |
| Spreng Capital Management, Inc. | 20.37% | Add +10.2% | 77,572 | $45.7M |
| Sovereign Investment Advisors, LLC | 13.57% | Add +7.7% | 77,458 | $45.6M |
| KFA Private Wealth Group, LLC | 19.08% | Add +16.1% | 77,388 | $45.6M |
| Hollencrest Capital Management | 1.83% | Reduce -4.3% | 77,011 | $45.3M |
| Voya Financial Advisors, Inc. | 4.91% | Reduce -1.5% | 76,374 | $45.1M |
| Baltimore-Washington Financial Advisors, Inc. | 2.34% | Add +4.0% | 76,525 | $45.0M |
| Lakeshore Financial Planning, Inc. | 19.20% | Add +4.1% | 76,459 | $45.0M |
| Wealth Alliance Advisory Group, LLC | 9.51% | Reduce -1.4% | 76,410 | $45.0M |
| Beaumont Asset Management, L.L.C. | 25.97% | Reduce -2.2% | 76,193 | $44.9M |
| Riverstone Advisors, LLC | 25.54% | Add +1.2% | 76,125 | $44.8M |
| Patriot Financial Group Insurance Agency, LLC | 6.01% | Add +0.2% | 76,047 | $44.8M |
| Atlanta Consulting Group Advisors, LLC | 16.51% | Reduce -26.7% | 76,039 | $44.8M |
| AAF Wealth Management, LLC | 22.50% | Add +1.9% | 75,786 | $44.6M |
| Rossmore Private Capital | 5.50% | Add +4.8% | 75,300 | $44.5M |
| Bernardo Wealth Planning LLC | 10.60% | Add +4.4% | 75,961 | $44.3M |
| Latko Wealth Management, Ltd. | 26.19% | Add +0.9% | 75,052 | $44.2M |
| Foster Group, Inc. | 1.68% | Add +6.7% | 74,647 | $43.9M |
| Independent Financial Group, LLC | 1.44% | Add +12.1% | 73,758 | $43.4M |
| MCF Advisors LLC | 3.02% | Reduce -1.7% | 73,206 | $43.1M |
| Mayflower Financial Advisors, LLC | 6.41% | Reduce -8.4% | 72,865 | $42.9M |
| Fidelis Capital Partners, LLC | 4.27% | Add +10.2% | 71,126 | $42.7M |
| Life Line Wealth Management LLC | 15.15% | Add +1.0% | 72,162 | $42.5M |
| Greenup Street Wealth Management LLC | 8.43% | Add +29.9% | 72,106 | $42.4M |
| ONE Advisory Partners, LLC | 18.82% | Reduce -2.6% | 72,028 | $42.4M |
| PKS Advisory Services, LLC | 10.58% | — | 71,896 | $42.3M |
| Concourse Financial Group Securities, Inc. | 2.39% | Add +0.9% | 69,397 | $42.3M |
| JFS Wealth Advisors, LLC | 2.88% | Add +2.6% | 71,678 | $42.2M |
| Capital Planning LLC | 11.06% | Add +0.1% | 71,623 | $42.2M |
| CLG LLC | 15.02% | — | 71,447 | $42.1M |
| Fifth Third Securities, Inc. | 3.57% | Reduce -0.1% | 71,415 | $42.0M |
| 1900 Wealth Management LLC | 3.52% | Reduce -3.5% | 71,358 | $42.0M |
| Bailard, Inc. | 1.06% | Reduce -0.5% | 70,750 | $41.6M |
| Fi3 FINANCIAL ADVISORS, LLC | 15.56% | Reduce -0.8% | 70,590 | $41.6M |
| Pettinga Financial Advisors LLC | 9.37% | Reduce -2.2% | 70,373 | $41.4M |
| London Co. of Virginia | 0.23% | Add +316.9% | 70,292 | $41.4M |
| Peapack Gladstone Financial Corp. | 0.60% | Add +10.4% | 70,105 | $41.3M |
| Kaye Capital Management | 18.69% | Reduce -0.6% | 70,006 | $41.2M |
| Wedbush Securities Inc. | 1.47% | Add +3.0% | 69,891 | $41.1M |
| Asio Capital, LLC | 7.73% | Add +3.9% | 69,534 | $40.9M |
| NDWM LLC | 34.07% | Reduce -1.0% | 69,247 | $40.8M |
| Elevation Point Wealth Partners, LLC | 3.29% | Add +12.0% | 69,230 | $40.8M |
| Advanced Asset Management Advisors Inc | 10.67% | No change | 69,200 | $40.7M |
| Westwood Holdings Group Inc. | 0.32% | Add +225.6% | 69,196 | $40.7M |
| Wescott Financial Advisory Group, LLC | 4.22% | Add +3.0% | 69,108 | $40.7M |
| Kelly Financial Services LLC | 14.65% | Reduce -3.4% | 69,027 | $40.6M |
| Argent Trust Co | 1.66% | Reduce -3.4% | 68,967 | $40.6M |
| Southern Style Financial, Inc. | 32.79% | — | 68,779 | $40.5M |
| Certuity, LLC | 4.38% | Add +59.3% | 68,445 | $40.3M |
| Stonebridge Capital Advisors LLC | 3.24% | Add +0.5% | 68,419 | $40.3M |
| Cornerstone Advisory, LLC | 4.57% | Reduce -1.8% | 65,700 | $40.3M |
| Evercore Wealth Management, LLC | 0.60% | Reduce -0.5% | 68,251 | $40.2M |
| Capital Investment Advisors, LLC | 0.82% | Add +11.1% | 68,067 | $40.1M |
| Summit Financial, LLC | 1.40% | Add +14.0% | 67,888 | $40.0M |
| First Financial Bank - Trust Division | 3.73% | Add +6.1% | 67,858 | $39.9M |
| Colonial Trust Advisors | 3.53% | Add +1.3% | 67,690 | $39.8M |
| Serenus Wealth Advisors, LLC | 6.91% | — | 104,049 | $39.7M |
| Aveo Capital Partners, LLC | 4.33% | Reduce -1.4% | 67,162 | $39.5M |
| Pps&v Asset Management Consultants, Inc. | 26.68% | Reduce -1.4% | 67,083 | $39.5M |
| High Note Wealth, LLC | 10.22% | Add +19.8% | 66,665 | $39.2M |
| Prospera Financial Services Inc | 0.91% | Add +13.2% | 66,469 | $39.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.04% | Reduce -2.2% | 66,358 | $39.1M |
| Alpha Financial Partners LLC | 30.79% | Add +1532.0% | 66,161 | $38.9M |
| Ironwood Wealth Management, LLC. | 12.07% | Reduce -5.3% | 66,105 | $38.9M |
| Rehmann Capital Advisory Group | 2.46% | Add +4.2% | 65,921 | $38.8M |
| Meridian Management Co. | 10.15% | Reduce -4.3% | 65,436 | $38.5M |
| Sachem Hill LLC | 8.03% | Reduce -3.8% | 65,341 | $38.5M |
| CSM Advisors, LLC | 1.80% | Add +45.7% | 65,259 | $38.4M |
| Hennion & Walsh Asset Management, Inc. | 1.73% | Add +1.4% | 65,029 | $38.3M |
| Dorsey & Whitney Trust CO LLC | 2.10% | Add +4.2% | 64,633 | $38.0M |
| Edge Capital Group, LLC | 1.69% | Add +2.1% | 64,518 | $38.0M |
| Shufro Rose & Co. LLC | 2.95% | Add +89.6% | 64,121 | $37.7M |
| Portland Global Advisors LLC | 4.77% | Reduce -0.4% | 63,975 | $37.7M |
| Fort Henry Capital, LLC | 26.84% | Reduce -5.3% | 63,719 | $37.5M |
| Sovran Advisors, LLC | 5.34% | — | 64,068 | $37.5M |
| Washington Trust Bank | 3.59% | Add +0.0% | 63,555 | $37.4M |
| AdvisorNet Financial, Inc | 3.13% | Add +7.3% | 63,439 | $37.3M |
| Sage Financial Management Group, Inc. | 13.76% | Add +14.5% | 63,109 | $37.2M |
| IHT Wealth Management, LLC | 1.20% | Reduce -21.3% | 63,053 | $37.1M |
| Morris Financial Concepts, Inc. | 15.92% | Add +0.1% | 63,052 | $37.1M |
| Enzi Wealth | 14.11% | Reduce -0.8% | 60,797 | $37.0M |
| Fermata Advisors, LLC | 6.90% | Add +2.3% | 62,804 | $37.0M |
| USA Financial Formulas | 5.76% | Add +1.8% | 62,304 | $36.7M |
| Chokshi & Queen Wealth Advisors, Inc | 22.75% | — | 62,264 | $36.7M |
| Victory Capital Management Inc. | 0.04% | Add +102.1% | 62,119 | $36.6M |
| Titan Global Capital Management USA LLC | 5.53% | Add +10.6% | 61,895 | $36.4M |
| Pinnacle Financial Partners Inc | 0.73% | Reduce -1.5% | 62,006 | $36.3M |
| SouthState Bank Corp | 2.37% | Add +30.6% | 61,331 | $36.1M |
| Integris Wealth Management, LLC | 10.16% | Reduce -2.1% | 61,190 | $36.0M |
| Arkadios Wealth Advisors | 1.96% | Add +37.6% | 61,058 | $35.9M |
| Capital Advisors Wealth Management, LLC | 6.38% | Add +2.3% | 60,868 | $35.8M |
| Nomura Asset Management Co. Ltd. | 0.11% | Add +169.5% | 60,765 | $35.8M |
| CoreCap Advisors, LLC | 1.62% | Add +11.3% | 60,329 | $35.5M |
| Stratos Wealth Advisors, LLC | 1.70% | Reduce -16.2% | 60,158 | $35.4M |
| NRI Wealth Management LC | 24.42% | — | 60,131 | $35.4M |
| Flagstar Securities, Inc. | 8.80% | Reduce -4.3% | 60,009 | $35.3M |
| Cypress Wealth Services, LLC | 7.09% | Reduce -1.0% | 59,977 | $35.3M |
| TD Private Client Wealth LLC | 0.98% | Reduce -2.3% | 59,813 | $35.2M |
| National Bank of Canada | 0.05% | Add +22.9% | 59,780 | $35.2M |
| Liberty Wealth Management LLC | 5.87% | Reduce -16.6% | 59,813 | $35.2M |
| Bellwether Advisors, LLC | 6.29% | Reduce -0.4% | 59,764 | $35.2M |
| WealthBridge Capital Management, LLC | 9.77% | Add +4.1% | 59,756 | $35.2M |
| CacheTech Inc. | 6.59% | Add +35.1% | 59,723 | $35.2M |
| Norris Perne & French LLP | 2.55% | Reduce -8.9% | 59,714 | $35.2M |
| Novare Capital Management LLC | 2.96% | Add +1.5% | 59,624 | $35.1M |
| Howe & Rusling Inc. | 3.02% | Add +1.4% | 59,553 | $35.1M |
| WealthShield Partners, LLC | 4.95% | Reduce -8.8% | 59,289 | $34.9M |
| Adams Wealth Management | 6.67% | Add +34.1% | 59,266 | $34.9M |
| Eldridge Investment Advisors, Inc. | 8.11% | Reduce -1.9% | 59,225 | $34.9M |
| Kilter Group LLC | 22.44% | — | 58,585 | $34.5M |
| Maxwell Wealth Strategies Inc. | 14.03% | Add +39.5% | 58,378 | $34.4M |
| Exencial Wealth Advisors, LLC | 1.26% | Add +0.8% | 58,283 | $34.3M |
| Bank Hapoalim BM | 5.78% | No change | 58,100 | $34.2M |
| Valmark Advisers, Inc. | 0.53% | Add +2.3% | 58,079 | $34.2M |
| BankPlus Wealth Management LLC | 25.47% | — | 58,045 | $34.2M |
| Common Fund for Nonprofit Organizations | 3.83% | Add +0.4% | 57,841 | $34.0M |
| Arkansas Financial Group, Inc. | 5.48% | Add +2.0% | 57,680 | $34.0M |
| Camelot Technology Advisors, Inc. | 30.85% | Add +2.8% | 57,612 | $33.9M |
| Windsor Capital Management, LLC | 10.03% | Reduce -0.4% | 57,423 | $33.8M |
| Bare Financial Services, Inc | 13.59% | Add +1.8% | 57,407 | $33.8M |
| Chicago Partners Investment Group LLC | 1.12% | Add +2.2% | 56,927 | $33.7M |
| Parr McKnight Wealth Management Group, LLC | 4.83% | — | 57,259 | $33.7M |
| Next Capital Management LLC | 13.85% | Add +0.3% | 57,232 | $33.7M |
| CreativeOne Wealth, LLC | 1.03% | Add +3.0% | 57,172 | $33.7M |
| Advus Financial Partners, LLC | 9.45% | Reduce -15.3% | 57,031 | $33.6M |
| Beacon Financial Group | 3.61% | Add +2.7% | 56,959 | $33.5M |
| Lantz Financial LLC | 8.91% | Reduce -0.8% | 56,809 | $33.4M |
| Somnio Financial Group, LLC | 26.73% | Add +2.4% | 56,779 | $33.4M |
| Clear Creek Financial Management, LLC | 3.61% | Reduce -18.1% | 56,688 | $33.4M |
| Snider Financial Group | 10.33% | Reduce -4.0% | 56,657 | $33.4M |
| Spectrum Strategic Capital Management, LLC | 20.97% | Add +47.0% | 56,545 | $33.3M |
| SigFig Wealth Management, LLC | 1.20% | Reduce -22.9% | 56,142 | $33.2M |
| Stratos Investment Management, LLC | 1.99% | Add +64.0% | 56,136 | $33.0M |
| Greenwood Capital Associates LLC | 4.30% | Add +17.6% | 55,957 | $32.9M |
| Waterloo Capital, L.P. | 3.47% | Add +0.1% | 55,914 | $32.9M |
| US Financial Advisors, LLC | 10.08% | Add +2.5% | 55,665 | $32.8M |
| Avondale Wealth Management | 20.96% | Reduce -3.7% | 55,563 | $32.7M |
| Securian Asset Management, Inc. | 0.95% | No change | 55,520 | $32.7M |
| Cypress Financial Planning LLC | 11.97% | Reduce -1.7% | 55,422 | $32.6M |
| Vantage Financial Partners, LLC | 8.15% | Add +3.0% | 55,330 | $32.6M |
| Kanawha Capital Management LLC | 2.55% | Reduce -0.8% | 55,036 | $32.4M |
| German American Bancorp, Inc. | 3.38% | Add +2.6% | 54,801 | $32.3M |
| Disciplina Capital Management LLC | 5.37% | Reduce -0.1% | 54,165 | $31.9M |
| David J Yvars Group | 19.36% | Add +0.6% | 53,918 | $31.7M |
| Verus Capital Partners, LLC | 3.02% | Reduce -5.6% | 53,781 | $31.6M |
| SWS Partners | 9.57% | Add +12.4% | 53,674 | $31.6M |
| Patton Fund Management, Inc. | 6.17% | New | 53,535 | $31.5M |
| PACK Private Wealth, LLC | 18.49% | Reduce -2.8% | 53,512 | $31.5M |
| Madrona Financial Services, LLC | 8.54% | Add +15.7% | 53,243 | $31.3M |
| RFG Advisory, LLC | 0.88% | Reduce -3.7% | 53,057 | $31.2M |
| Simplicity Wealth,LLC | 6.50% | Reduce -33.5% | 52,917 | $31.2M |
| Beacon Financial Planning, Inc. | 18.13% | Reduce -1.7% | 52,915 | $31.2M |
| Continuum Wealth Advisors, LLC | 15.73% | Add +6.2% | 52,829 | $31.1M |
| Integrated Capital Management, LLC | 16.53% | Add +2.0% | 52,775 | $31.1M |
| Middleton & Co. Inc. | 3.42% | Add +0.1% | 52,630 | $31.0M |
| Natixis Advisors, LLC | 0.06% | Add +51.2% | 52,569 | $30.9M |
| Axiom Financial Strategies, LLC | 17.25% | Add +1.6% | 52,533 | $30.9M |
| Landing Point Financial Group, LLC | 23.52% | — | 50,848 | $30.8M |
| WCG Wealth Advisors LLC | 2.04% | Add +1.5% | 52,357 | $30.8M |
| Nwam LLC | 1.90% | Reduce -33.6% | 52,315 | $30.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.88% | Add +16.0% | 52,227 | $30.7M |
| Buffington Mohr McNeal | 5.09% | Add +5.8% | 52,128 | $30.7M |
| Signaturefd, LLC | 0.58% | Reduce -0.3% | 52,089 | $30.7M |
| Balyasny Asset Management L.P. | 0.07% | New | 52,023 | $30.6M |
| BridgePort Financial Solutions, LLC | 13.82% | — | 51,934 | $30.5M |
| Atlas Legacy Advisors, LLC | 7.37% | — | 51,670 | $30.4M |
| Meridian Wealth Management, LLC | 1.44% | Add +9.3% | 51,612 | $30.4M |
| GTS Securities LLC | 1.48% | Add +344.3% | 51,603 | $30.4M |
| ZynergyRetirementPlanningLLC | 21.40% | No change | 52,653 | $30.4M |
| Summit X, LLC | 6.73% | Reduce -17.9% | 51,545 | $30.3M |
| Campbell Wealth Management | 2.73% | Add +0.3% | 51,463 | $30.3M |
| Durante & Waters, LLC | 24.97% | Add +21.8% | 51,385 | $30.2M |
| RiverGlades Family Offices LLC | 21.59% | Reduce -0.1% | 51,381 | $30.2M |
| Ames National Corp. | 20.34% | — | 51,324 | $30.2M |
| Coastline Trust Co | 3.53% | Add +1.9% | 51,281 | $30.2M |
| Keystone Wealth Services, LLC | 7.98% | Reduce -9.6% | 51,202 | $30.1M |
| Ballew Advisors, Inc | 19.13% | Add +1.5% | 51,317 | $30.0M |
| Drive Wealth Management, LLC | 7.33% | Reduce -13.6% | 50,779 | $29.9M |
| Corepath Wealth Partners LLC | 29.02% | Add +1.4% | 50,906 | $29.8M |
| Gradient Capital Advisors, LLC | 9.56% | Add +0.4% | 50,379 | $29.7M |
| AlTi Global, Inc. | 0.71% | Reduce -1.8% | 50,033 | $29.5M |
| First National Bank of Hutchinson | 17.79% | Reduce -1.8% | 49,980 | $29.4M |
| Rothschild Wealth LLC | 8.60% | Reduce -11.2% | 49,934 | $29.4M |
| Elk River Wealth Management LLC | 5.32% | Reduce -1.9% | 49,904 | $29.4M |
| Cascade Financial Partners, LLC | 3.83% | Reduce -2.9% | 49,903 | $29.4M |
| Dynamic Advisor Solutions LLC | 1.27% | Reduce -60.6% | 49,888 | $29.4M |
| Fort Point Capital Partners LLC | 3.28% | Add +6.4% | 49,788 | $29.3M |
| ACT Advisors, LLC. | 15.78% | Add +7.5% | 49,783 | $29.3M |
| Sheets Smith Wealth Management | 3.56% | Reduce -8.3% | 49,531 | $29.2M |
| Kapstone Financial Advisors LLC | 15.52% | Add +12.0% | 48,094 | $29.1M |
| River Wealth Advisors LLC | 3.83% | Add +0.3% | 49,125 | $28.9M |
| Beacon Investment Advisory Services, Inc. | 1.25% | Reduce -16.5% | 48,767 | $28.7M |
| University of Wisconsin Foundation | 20.86% | Reduce -14.6% | 48,753 | $28.7M |
| Cornerstone Advisors Asset Management, LLC | 6.19% | Reduce -0.1% | 48,655 | $28.6M |
| Compass Financial Group, Inc. | 13.68% | Reduce -4.2% | 48,582 | $28.6M |
| Trek Financial, LLC | 2.13% | Add +0.4% | 48,411 | $28.5M |
| Atlantic Family Wealth, LLC | 33.66% | — | 48,362 | $28.5M |
| Evermay Wealth Management LLC | 4.31% | Reduce -4.4% | 48,295 | $28.4M |
| Fortitude Family Office, LLC | 10.15% | Add +11.9% | 48,288 | $28.4M |
| Cynosure Group, LLC | 4.25% | Add +1.0% | 48,283 | $28.4M |
| One Capital Management, LLC | 0.94% | Reduce -1.0% | 48,274 | $28.4M |
| Cadinha & Co. LLC | 4.66% | Add +19.4% | 47,705 | $28.1M |
| Vestor Capital, LLC | 2.14% | Add +0.4% | 47,637 | $28.0M |
| Verus Financial Partners, Inc. | 3.15% | Reduce -2.0% | 48,066 | $28.0M |
| Sandy Cove Advisors, LLC | 10.98% | Add +0.1% | 47,494 | $28.0M |
| Vivid Wealth Management, LLC | 14.11% | Reduce -0.8% | 47,361 | $27.9M |
| Syon Capital LLC | 2.50% | Add +8.2% | 47,140 | $27.8M |
| Benjamin Edwards Inc. | 0.40% | Add +0.9% | 47,033 | $27.7M |
| City National Bank of Florida | 25.27% | — | 47,081 | $27.7M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.78% | Add +24.0% | 47,040 | $27.7M |
| IFP Advisors, Inc | 0.91% | Reduce -6.7% | 46,954 | $27.6M |
| Client First Capital LLC | 14.21% | Add +38.6% | 46,950 | $27.6M |
| Trilogy Capital Inc. | 1.42% | Reduce -1.3% | 46,938 | $27.6M |
| Boulder Wealth Advisors, LLC | 14.23% | Add +1.1% | 46,914 | $27.6M |
| MRA Advisory Group | 14.60% | Add +1.4% | 46,797 | $27.5M |
| New Insight Wealth Advisors | 13.78% | Reduce -2.5% | 46,748 | $27.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.57% | Add +2.1% | 46,634 | $27.5M |
| William Howard & Co Financial Advisors Inc | 24.82% | Reduce -4.0% | 46,595 | $27.4M |
| Intrepid Financial Planning Group LLC | 11.58% | Reduce -2.7% | 46,552 | $27.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.8% | 46,539 | $27.4M |
| Carbahal Olsen Financial Services Group, LLC | 25.19% | — | 46,396 | $27.3M |
| Peak Planning Group, LLC | 11.37% | Add +7.5% | 46,370 | $27.3M |
| Leverty Financial Group, LLC | 13.85% | Reduce -0.9% | 46,244 | $27.2M |
| Ascent Capital Management, LLC | 27.82% | — | 46,233 | $27.2M |
| Saiph Capital, LLC | 12.34% | Add +0.7% | 46,186 | $27.2M |
| Modern Wealth Management, LLC | 1.01% | Add +42.6% | 46,120 | $27.2M |
| Verger Capital Management LLC | 13.49% | Add +0.4% | 45,995 | $27.1M |
| New Vernon Capital Holdings II LLC | 18.62% | Reduce -25.0% | 45,983 | $27.1M |
| NorthLanding Financial Partners, LLC | 27.25% | Reduce -3.9% | 45,873 | $27.0M |
| World Investment Advisors | 0.74% | Add +37.2% | 45,693 | $26.9M |
| Avaii Wealth Management, LLC | 13.04% | Add +3.2% | 45,001 | $26.5M |
| Granby Capital Management, LLC | 13.72% | Add +125.0% | 45,000 | $26.5M |
| Soltis Investment Advisors LLC | 2.45% | Add +1.8% | 44,930 | $26.4M |
| PCA Investment Advisory Services Inc. | 12.24% | Add +4.2% | 44,918 | $26.4M |
| SageView Advisory Group, LLC | 1.13% | Add +165.9% | 44,690 | $26.3M |
| Interactive Financial Advisors, Inc. | 13.78% | Add +0.8% | 44,659 | $26.3M |
| Adaptive Financial Consulting, LLC | 10.89% | Reduce -0.4% | 44,617 | $26.3M |
| Boston Financial Mangement LLC | 0.79% | Reduce -0.9% | 44,362 | $26.1M |
| Shared Vision Wealth Group LLC | 13.71% | Reduce -0.5% | 44,259 | $26.1M |
| Roger Wittlin Investment Advisory, LLC | 14.59% | Add +6.0% | 44,257 | $26.1M |
| BG Investment Services, LLC | 26.21% | — | 44,202 | $26.0M |
| Bay Harbor Wealth Management, LLC | 8.44% | Add +2.6% | 44,184 | $26.0M |
| Pennsylvania Capital Management Inc. | 8.94% | Add +7.3% | 44,127 | $26.0M |
| Valley Financial Group, Inc. | 18.03% | Add +2.4% | 44,035 | $25.9M |
| Diversified Trust Co. | 0.63% | Reduce -1.6% | 43,928 | $25.9M |
| Matrix Trust Co | 4.49% | Reduce -0.2% | 43,871 | $25.8M |
| Gimbal Financial | 21.12% | Add +2.4% | 43,854 | $25.8M |
| Old Mission Capital LLC | 0.60% | New | 43,783 | $25.8M |
| Buck Wealth Strategies, LLC | 5.34% | Add +67.8% | 43,651 | $25.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.80% | Add +41.2% | 43,550 | $25.6M |
| Moody National Bank Trust Division | 2.68% | Reduce -1.9% | 43,513 | $25.6M |
| Sanchez Wealth Management Group | 6.96% | Add +5.9% | 43,290 | $25.5M |
| Flagship Private Wealth, LLC | 12.24% | Add +9.8% | 43,159 | $25.4M |
| Aptus Capital Advisors, LLC | 0.30% | Add +118.6% | 43,080 | $25.4M |
| RFG - Bristol Wealth Advisors, LLC | 8.32% | — | 43,043 | $25.3M |
| Obsidian Cio, LLC | 4.63% | Reduce -1.5% | 43,035 | $25.3M |
| Aspen Grove Capital, LLC | 5.36% | Reduce -3.7% | 42,903 | $25.3M |
| Fulton Bank, N.A. | 0.97% | Add +15.6% | 42,775 | $25.2M |
| Adapt Wealth Advisors, LLC | 12.38% | Add +0.5% | 42,732 | $25.2M |
| CFS Investment Advisory Services, LLC | 2.25% | Reduce -46.4% | 42,562 | $25.1M |
| Panoramic Capital Partners, LLC | 21.90% | — | 42,338 | $24.9M |
| Lee, Kelleher & Klein Wealth Management | 17.69% | — | 42,201 | $24.8M |
| Guggenheim Capital LLC | 0.21% | New | 42,150 | $24.8M |
| Armor Investment Advisors, LLC | 10.19% | Add +7.1% | 42,117 | $24.8M |
| CW Advisors, LLC | 0.34% | Add +105.8% | 42,096 | $24.8M |
| U.S. Capital Wealth Advisors, LLC | 0.77% | Add +5.6% | 42,084 | $24.8M |
| CIBC Asset Management Inc | 0.08% | No change | 41,650 | $24.5M |
| McAdam, LLC | 1.34% | Add +2.1% | 41,619 | $24.5M |
| Teachers Insurance & Annuity Association of America | 32.28% | Reduce -3.0% | 41,501 | $24.4M |
| IAG Wealth Partners, LLC | 4.29% | Reduce -2.8% | 41,352 | $24.3M |
| JMG Financial Group, Ltd. | 0.83% | Add +0.1% | 41,270 | $24.3M |
| Wealthcare Advisory Partners LLC | 0.67% | Reduce -5.4% | 41,135 | $24.2M |
| PFG Private Wealth Management, LLC | 13.78% | Add +10.6% | 41,124 | $24.2M |
| Birch Hill Investment Advisors LLC | 1.12% | Reduce -10.8% | 40,906 | $24.1M |
| Cobblestone Asset Management LLC | 15.65% | Reduce -4.4% | 40,754 | $24.0M |
| Waterway Wealth Management, LLC | 10.50% | Add +7.5% | 40,543 | $23.9M |
| Eq LLC | 11.06% | Add +1.9% | 39,998 | $23.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.02% | Add +7.6% | 39,928 | $23.5M |
| Naples Global Advisors, LLC | 2.19% | Add +11.1% | 39,762 | $23.4M |
| Brighton Jones LLC | 0.68% | Reduce -4.1% | 39,685 | $23.4M |
| Riverpoint Wealth Management Holdings, LLC | 6.08% | Reduce -0.9% | 39,618 | $23.3M |
| State of Wisconsin Investment Board | 0.06% | New | 39,610 | $23.3M |
| Wealth Dimensions Group, Ltd. | 5.68% | Reduce -1.4% | 39,374 | $23.2M |
| SBI Securities Co., Ltd. | 0.71% | — | 39,244 | $23.1M |
| Pure Financial Advisors, LLC | 0.52% | Add +5.0% | 39,219 | $23.1M |
| Nova R Wealth, Inc. | 11.60% | Reduce -2.7% | 39,087 | $23.0M |
| Stevens Capital Partners | 10.42% | Add +0.8% | 39,079 | $23.0M |
| Vermillion & White Wealth Management Group, LLC | 16.90% | Add +9.3% | 38,971 | $22.9M |
| Charles Schwab Trust Co | 1.96% | Reduce -6.6% | 38,723 | $22.8M |
| Essex Financial Services, Inc. | 1.61% | Reduce -4.6% | 38,670 | $22.8M |
| Nadler Financial Group, Inc. | 2.39% | Add +1.8% | 38,550 | $22.7M |
| Scotia Capital Inc. | 0.12% | Reduce -23.7% | 38,540 | $22.7M |
| Legacy Advisors, LLC | 2.20% | Reduce -9.3% | 38,497 | $22.7M |
| Moller Wealth Partners | 5.95% | Reduce -5.2% | 38,451 | $22.6M |
| One Wealth Advisors, LLC | 3.35% | Add +9.0% | 38,379 | $22.6M |
| SWP Financial LLC | 13.61% | Add +26.7% | 38,319 | $22.6M |
| Sterling Investment Advisors LLC | 13.17% | Reduce -6.7% | 38,296 | $22.5M |
| Brown Wealth Management, LLC | 7.98% | Add +2.9% | 38,255 | $22.5M |
| Diversify Advisory Services, LLC | 1.24% | Reduce -1.5% | 38,517 | $22.5M |
| Human Investing LLC | 3.98% | Reduce -1.4% | 38,109 | $22.4M |
| Elm Partners Management LLC | 1.53% | Reduce -1.1% | 38,103 | $22.4M |
| Creekmur Asset Management LLC | 5.14% | Reduce -2.2% | 38,095 | $22.4M |
| Marquette Associates, Inc. | 18.53% | Add +0.3% | 37,942 | $22.3M |
| Diversified Portfolios, Inc. | 2.44% | Reduce -0.3% | 37,938 | $22.3M |
| Mill Creek Capital Advisors, LLC | 0.54% | Add +0.0% | 37,936 | $22.3M |
| VERITY Wealth Advisors | 16.10% | No change | 37,884 | $22.3M |
| Commonwealth Financial Services, LLC | 4.37% | Reduce -12.1% | 37,852 | $22.3M |
| Dimension Capital Management LLC | 3.64% | Reduce -1.7% | 37,801 | $22.3M |
| Jane Street Group, LLC | 0.04% | Add +353.1% | 37,613 | $22.1M |
| HCR Wealth Advisors | 2.76% | Add +7.2% | 37,452 | $22.0M |
| Synovus Financial Corp. | 0.28% | Add +3.4% | 37,272 | $22.0M |
| Arvest Investments, Inc. | 3.51% | Reduce -3.1% | 37,244 | $21.9M |
| Alliance Wealth Management Group | 5.86% | Add +2.9% | 37,221 | $21.9M |
| Grove Bank & Trust | 3.04% | Add +5.7% | 37,186 | $21.9M |
| Kraft, Davis & Associates, LLC | 6.23% | Add +4.1% | 35,999 | $21.8M |
| RFP Financial Group LLC | 8.50% | Add +2.4% | 37,015 | $21.8M |
| Western Wealth Management, LLC | 1.17% | Add +3.7% | 37,012 | $21.8M |
| Sunbelt Securities, Inc. | 1.90% | Reduce -3.8% | 36,538 | $21.6M |
| Financial Life Planners | 18.08% | — | 36,634 | $21.6M |
| Apeiron RIA LLC | 6.03% | Add +3.6% | 36,609 | $21.6M |
| Acima Private Wealth, LLC | 7.25% | Reduce -6.5% | 36,586 | $21.5M |
| Certified Advisory Corp | 2.33% | Add +0.3% | 36,508 | $21.5M |
| Grey Ledge Advisors, LLC | 5.55% | Add +4.4% | 36,483 | $21.5M |
| Bleakley Financial Group, LLC | 0.64% | Reduce -1.9% | 36,350 | $21.4M |
| Good Life Advisors, LLC | 1.56% | Reduce -45.7% | 36,316 | $21.4M |
| GenWealth Group, Inc. | 4.87% | Reduce -0.2% | 36,309 | $21.4M |
| Hubbell Strickland Wealth Management, LLC | 10.06% | Add +0.2% | 36,041 | $21.2M |
| Eley Financial Management, Inc | 8.27% | Add +3.8% | 36,038 | $21.2M |
| Peddock Capital Advisors, LLC | 5.09% | Add +0.5% | 36,032 | $21.2M |
| Banco Santander, S.A. | 0.25% | Reduce -49.5% | 35,979 | $21.2M |
| Sage Advisory Services, Ltd.Co. | 12.56% | Reduce -29.1% | 35,942 | $21.2M |
| One Wealth Capital Management, LLC | 10.53% | — | 35,275 | $20.8M |
| Waldron Private Wealth LLC | 0.84% | Reduce -0.9% | 35,256 | $20.8M |
| Altus Wealth Group LLC | 9.16% | Add +8.2% | 35,177 | $20.7M |
| Abound Wealth Management | 6.62% | Add +2.0% | 35,035 | $20.6M |
| True Vision MN LLC | 12.23% | Reduce -0.9% | 35,024 | $20.6M |
| DeDora Capital, Inc. | 5.63% | Add +0.1% | 34,952 | $20.6M |
| Holland Advisory Services, Inc. | 26.81% | Reduce -0.6% | 34,880 | $20.5M |
| Richwood Investment Advisors, LLC | 17.10% | Add +4.8% | 34,846 | $20.5M |
| Southern Capital Advisors, LLC | 11.31% | Add +1.9% | 34,737 | $20.4M |
| Pacific Financial Group Inc. | 15.15% | Reduce -4.4% | 34,676 | $20.4M |
| Prairieview Wealth Partners, LLC | 22.05% | Reduce -1.1% | 34,666 | $20.4M |
| Blueprint Investment Partners LLC | 3.23% | Add +46.8% | 34,583 | $20.4M |
| TAGStone Capital, Inc. | 10.02% | Reduce -0.3% | 34,573 | $20.4M |
| CVA Family Office, LLC | 3.21% | Add +1.3% | 34,435 | $20.3M |
| Hilltop Wealth Advisors, LLC | 10.23% | Reduce -0.5% | 34,386 | $20.2M |
| Cary Street Partners Financial LLC | 0.66% | — | 34,362 | $20.2M |
| WBH Advisory Inc. | 1.88% | Add +17.9% | 34,351 | $20.2M |
| Stephenson & Company, Inc. | 13.54% | Add +3.4% | 34,166 | $20.1M |
| Patton Albertson Miller Group, LLC | 2.68% | Add +83.5% | 34,052 | $20.0M |
| New World Advisors LLC | 4.83% | Add +50.9% | 34,007 | $20.0M |
| 4J Wealth Management LLC | 16.16% | Reduce -0.2% | 33,903 | $20.0M |
| Hoese & Co LLP | 17.32% | Reduce -3.0% | 33,896 | $20.0M |
| Tyler-Stone Wealth Management | 3.54% | Reduce -0.1% | 33,779 | $19.9M |
| GDS Wealth Management | 1.81% | Reduce -4.6% | 33,747 | $19.9M |
| Sanctuary Wealth Management, L.L.C. | 13.12% | Add +673700.0% | 33,690 | $19.8M |
| First National Trust Co | 0.74% | Reduce -2.5% | 33,618 | $19.8M |
| EPG Wealth Management LLC | 5.21% | Reduce -3.0% | 33,594 | $19.8M |
| Sageworth Trust Co | 1.22% | Reduce -3.1% | 33,590 | $19.8M |
| Atwater Malick LLC | 6.62% | Add +1.2% | 33,543 | $19.7M |
| Lynch & Associates | 4.28% | Reduce -4.4% | 33,480 | $19.7M |
| Sherman Asset Management, Inc. | 17.97% | — | 33,372 | $19.6M |
| Wick Capital Partners, LLC | 5.76% | Add +3.2% | 33,163 | $19.5M |
| a16z Perennial Management, L.P. | 2.26% | New | 33,100 | $19.5M |
| Emergent Wealth Advisors, LLC | 13.98% | Add +2.7% | 32,786 | $19.3M |
| Great Valley Advisor Group, Inc. | 0.43% | Add +4.4% | 32,755 | $19.3M |
| New England Asset Management Inc. | 3.44% | Reduce -1.3% | 32,640 | $19.2M |
| Jackson Wealth Management, LLC | 2.17% | Add +14.4% | 32,574 | $19.2M |
| Oarsman Capital, Inc. | 3.34% | Reduce -1.6% | 32,558 | $19.2M |
| FOCUS Wealth Advisors, LLC | 10.13% | Reduce -30.6% | 32,425 | $19.1M |
| Boston Research & Management Inc. | 4.63% | Reduce -0.5% | 32,248 | $19.0M |
| CBIZ Investment Advisory Services, LLC | 0.94% | Reduce -0.1% | 32,108 | $18.9M |
| Praetorian Wealth Management, Inc. | 4.58% | Add +3.9% | 32,024 | $18.9M |
| VeraBank, N.A. | 5.31% | Add +21.5% | 32,023 | $18.9M |
| Global Wealth Management, LLC | 12.03% | Add +5.1% | 32,003 | $18.8M |
| Walkner Condon Financial Advisors LLC | 3.82% | Add +0.2% | 31,910 | $18.8M |
| Bradley Foster & Sargent Inc. | 0.31% | Reduce -4.7% | 31,801 | $18.7M |
| Tepp RIA, LLC | 27.57% | — | 31,647 | $18.6M |
| Orion Capital Management LLC | 8.19% | Add +8.9% | 31,626 | $18.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Add +9.7% | 28,652 | $18.6M |
| Van Hulzen Asset Management, LLC | 1.36% | Add +2.5% | 31,535 | $18.6M |
| SIMA Wealth Partners, LLC | 15.77% | Add +7.0% | 31,519 | $18.6M |
| Csenge Advisory Group | 1.01% | Reduce -5.0% | 31,501 | $18.5M |
| Market Street Wealth Management Advisors LLC | 3.11% | Reduce -3.4% | 31,478 | $18.5M |
| Gray Wealth Management Inc. | 6.97% | Reduce -0.3% | 31,223 | $18.4M |
| Mycio Wealth Partners, LLC | 4.40% | Reduce -6.6% | 31,219 | $18.4M |
| Element Wealth, LLC | 9.59% | Add +2.6% | 31,136 | $18.3M |
| Thomasville National Bank | 1.31% | Add +12.4% | 31,061 | $18.3M |
| XML Financial, LLC | 1.68% | Add +7.1% | 31,038 | $18.3M |
| Asset Management Group, Inc. | 3.25% | Add +0.1% | 31,029 | $18.3M |
| Trademark Financial Management, LLC | 14.50% | Reduce -0.9% | 31,008 | $18.3M |
| Hengehold Capital Management LLC | 1.72% | Add +7.8% | 30,995 | $18.2M |
| Members Wealth LLC | 13.61% | — | 30,066 | $18.2M |
| Sovereign Financial Group, Inc. | 4.18% | Reduce -0.7% | 30,914 | $18.2M |
| Aspen Wealth Strategies, LLC | 11.64% | Reduce -3.7% | 30,911 | $18.2M |
| Destiny Capital Corp | 11.03% | Add +2.1% | 30,874 | $18.2M |
| Passaic Partners LLC | 2.63% | Add +14.3% | 30,745 | $18.1M |
| Aurdan Capital Management, LLC | 6.92% | — | 30,638 | $18.0M |
| Smith Shellnut Wilson LLC | 7.94% | Add +15.8% | 30,486 | $17.9M |
| Willis Johnson & Associates, Inc. | 1.38% | Reduce -3.0% | 30,475 | $17.9M |
| Madison Wealth Partners, Inc | 5.01% | Add +2.6% | 30,460 | $17.9M |
| TBH Global Asset Management, LLC | 4.24% | Reduce -21.6% | 30,175 | $17.9M |
| Astra Wealth Partners LLC | 16.88% | — | 30,397 | $17.9M |
| Columbus Macro, LLC | 2.48% | Add +30.4% | 30,340 | $17.9M |
| Goldstone Financial Group, LLC | 2.78% | Add +27.2% | 30,090 | $17.7M |
| Summit Asset Management, LLC | 3.11% | Add +21.3% | 30,052 | $17.7M |
| Fairway Wealth LLC | 7.92% | Reduce -2.0% | 29,883 | $17.6M |
| Dagco, Inc. | 5.82% | Add +43.9% | 29,872 | $17.6M |
| Synergy Investment Management, LLC | 7.52% | — | 29,701 | $17.5M |
| New York Life Investment Management LLC | 0.17% | Add +196.7% | 29,700 | $17.5M |
| Coordinated Financial Services, Inc. | 13.84% | — | 29,699 | $17.5M |
| Outlook Wealth Advisors, LLC | 5.02% | Reduce -1.5% | 29,685 | $17.5M |
| Kingsview Wealth Management, LLC | 0.34% | Reduce -29.0% | 29,649 | $17.5M |
| Breakthru Advisory Services, LLC | 15.77% | — | 29,601 | $17.4M |
| Silverleafe Capital Partners, LLC | 5.53% | Add +23.1% | 29,581 | $17.4M |
| Ade, LLC | 10.67% | Add +2.0% | 29,534 | $17.4M |
| Elite Financial, Inc. | 9.30% | — | 29,171 | $17.2M |
| Capital Insight Partners, LLC | 2.97% | Reduce -3.8% | 29,167 | $17.2M |
| Smith Anglin Financial, LLC | 1.61% | Add +0.7% | 29,100 | $17.1M |
| Centurion Wealth Management LLC | 5.35% | Reduce -1.5% | 29,063 | $17.1M |
| Vanguard Group Inc. | 0.00% | Add +2.9% | 29,048 | $17.1M |
| Acropolis Investment Management, LLC | 1.01% | Reduce -1.9% | 28,994 | $17.1M |
| Fusion Family Wealth, LLC | 1.56% | Add +0.7% | 28,951 | $17.0M |
| Northstar Advisory Group, LLC | 8.65% | Add +45.3% | 28,856 | $17.0M |
| Retirement Systems of Alabama | 0.06% | Reduce -1.9% | 28,774 | $16.9M |
| Wiser Wealth Management, Inc | 4.74% | Add +0.0% | 28,710 | $16.9M |
| Catalyst Private Wealth, LLC | 7.51% | Reduce -2.4% | 28,659 | $16.9M |
| Pinnacle Family Advisors, LLC | 8.12% | Reduce -1.7% | 28,509 | $16.8M |
| MassMutual Private Wealth & Trust, FSB | 0.47% | Add +0.5% | 28,429 | $16.7M |
| Sunbeam Capital Management, LLC | 15.53% | — | 28,424 | $16.7M |
| Pallas Capital Advisors LLC | 0.71% | Add +0.2% | 28,358 | $16.7M |
| BCGM Wealth Management, LLC | 5.27% | Add +0.8% | 28,248 | $16.6M |
| Compagnie Lombard Odier SCmA | 0.25% | Add +167.7% | 28,232 | $16.6M |
| Steel Grove Capital Advisors, LLC | 2.34% | Add +2.2% | 28,189 | $16.6M |
| Focus Partners Advisor Solutions, LLC | 0.28% | Add +3.3% | 28,113 | $16.6M |
| Taylor & Morgan Wealth Management, LLC | 11.61% | Reduce -1.1% | 28,080 | $16.5M |
| Aegis Wealth Management LLC | 11.18% | — | 28,079 | $16.5M |
| Fairvoy Private Wealth, LLC | 4.38% | — | 27,966 | $16.5M |
| Peoples Bank | 9.69% | Reduce -22.6% | 27,961 | $16.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.44% | Add +2.6% | 27,947 | $16.5M |
| Highview Capital Management LLC | 6.30% | Reduce -0.1% | 27,862 | $16.4M |
| Secure Asset Management, LLC | 2.49% | Add +9.2% | 27,859 | $16.4M |
| ORG Partners LLC | 2.27% | Add +9.0% | 27,810 | $16.4M |
| E Fund Management (Hong Kong) Co., Ltd. | 13.05% | Add +15.3% | 27,780 | $16.4M |
| E Fund Management Co., Ltd. | 0.82% | Add +15.3% | 27,780 | $16.4M |
| United Community Bank | 6.36% | Reduce -1.5% | 27,744 | $16.3M |
| Trifecta Capital Advisors, LLC | 3.21% | Add +4.1% | 27,650 | $16.3M |
| Elyxium Wealth, LLC | 9.87% | Add +23.3% | 27,536 | $16.2M |
| Proficio Capital Partners LLC | 1.31% | Add +36.3% | 27,450 | $16.2M |
| Signature Estate & Investment Advisors LLC | 0.40% | Reduce -6.2% | 27,359 | $16.1M |
| Meritage Portfolio Management | 1.00% | Add +43.0% | 27,324 | $16.1M |
| Oak Wealth Advisors LLC | 12.37% | — | 27,322 | $16.1M |
| Ironwood Wealth Management, Inc. | 7.90% | Reduce -1.7% | 27,453 | $16.0M |
| Evernest Financial Advisors, LLC | 4.15% | Reduce -1.8% | 27,150 | $16.0M |
| Axxcess Wealth Management, LLC | 0.39% | Reduce -19.7% | 27,042 | $15.9M |
| Generali Investments CEE, investicni spolecnost, a.s. | 1.64% | — | 27,000 | $15.9M |
| Renaissance Technologies | 0.02% | Add +309.1% | 27,000 | $15.9M |
| Scissortail Wealth Management, LLC | 4.04% | Add +6124.1% | 26,826 | $15.8M |
| Sierra Capital LLC | 1.87% | Reduce -4.9% | 26,795 | $15.8M |
| Chesley Taft & Associates LLC | 0.73% | Reduce -2.8% | 26,782 | $15.8M |
| Nixon Peabody Trust Co. | 1.29% | Add +68.7% | 26,627 | $15.7M |
| Bank Pictet & Cie (Europe) AG | 0.34% | No change | 26,540 | $15.6M |
| Harbor Group, Inc. | 3.45% | Add +0.7% | 26,049 | $15.3M |
| Shepherd Financial Partners LLC | 1.83% | Add +1.4% | 26,028 | $15.3M |
| Hardy Reed LLC | 1.35% | Reduce -1.2% | 26,014 | $15.3M |
| Apollon Financial, LLC | 3.82% | Add +12.3% | 25,984 | $15.3M |
| Caldwell Trust Co | 1.60% | Add +3.3% | 25,965 | $15.3M |
| Moisand Fitzgerald Tamayo, LLC | 2.16% | Reduce -3.6% | 25,933 | $15.3M |
| BTC Capital Management, Inc. | 1.41% | Reduce -2.4% | 25,879 | $15.2M |
| Webster Bank, N. A. | 1.63% | Add +0.8% | 25,827 | $15.2M |
| CRA Financial Services, LLC | 2.61% | Add +6.1% | 25,811 | $15.2M |
| Parisi Gray Wealth Management | 4.83% | Reduce -0.1% | 25,793 | $15.2M |
| AtlasMark Financial, Inc | 13.86% | Add +1.2% | 25,620 | $15.1M |
| Trustmark Bank Trust Department | 1.12% | Add +1.4% | 25,614 | $15.1M |
| Wesbanco Bank Inc. | 0.51% | Reduce -1.6% | 25,595 | $15.1M |
| Montecito Bank & Trust | 2.61% | Add +3.1% | 25,589 | $15.1M |
| Strategic Blueprint, LLC | 0.89% | Add +31.6% | 25,488 | $15.0M |
| Financial Advocates Investment Management | 0.85% | Add +36.6% | 25,455 | $15.0M |
| Anderson Hoagland & Co. | 1.54% | Reduce -0.1% | 24,871 | $14.9M |
| Vestmark Advisory Solutions, Inc. | 0.51% | Reduce -25.9% | 25,339 | $14.9M |
| ArborFi Advisors, LLC | 14.94% | — | 25,290 | $14.9M |
| NWF Advisory Services Inc. | 2.18% | Reduce -7.6% | 25,280 | $14.9M |
| Verum Partners LLC | 4.29% | Reduce -3.3% | 25,228 | $14.9M |
| SMI Advisory Services, LLC | 3.42% | Add +1.4% | 25,349 | $14.8M |
| Fairman Group, LLC | 12.11% | Add +4.6% | 24,990 | $14.7M |
| Parsons Capital Management Inc. | 0.80% | Reduce -3.2% | 24,974 | $14.7M |
| Forefront Wealth Partners, LLC | 10.94% | — | 24,942 | $14.7M |
| Objective Capital Management, LLC | 9.78% | Reduce -7.1% | 24,853 | $14.6M |
| TSA Wealth Managment LLC | 5.95% | Reduce -9.2% | 24,828 | $14.6M |
| Lutz Financial Services LLC | 1.18% | Add +0.2% | 24,813 | $14.6M |
| Welch Group, LLC | 0.66% | Add +40.1% | 24,704 | $14.6M |
| Global Wealth Management Investment Advisory, Inc. | 3.01% | Add +1.3% | 24,792 | $14.6M |
| Empower Advisory Group, LLC | 0.05% | Add +1.3% | 24,781 | $14.6M |
| Perennial Investment Advisors, LLC | 1.72% | Add +6.3% | 24,717 | $14.6M |
| Broadview Financial Management, LLC | 10.40% | Reduce -4.5% | 24,700 | $14.5M |
| JDM Financial Group LLC | 7.55% | Reduce -0.4% | 24,666 | $14.5M |
| CENTRAL TRUST Co | 0.36% | Add +1.6% | 24,641 | $14.5M |
| Providence Capital Advisors, LLC | 2.94% | Reduce -1.3% | 24,639 | $14.5M |
| Waters Parkerson & Co., LLC | 0.76% | Add +34.3% | 24,626 | $14.5M |
| Chemung Canal Trust Co. | 3.02% | Reduce -1.1% | 24,571 | $14.5M |
| Kingswood Wealth Advisors, LLC | 1.09% | Add +9.9% | 24,559 | $14.5M |
| Foundry Financial Group, Inc. | 8.95% | Add +5.4% | 24,550 | $14.5M |
| Northwest Bancshares, Inc. | 2.67% | Reduce -4.5% | 24,459 | $14.4M |
| Cyndeo Wealth Partners, LLC | 0.97% | Add +7.1% | 24,418 | $14.4M |
| Family Firm, Inc. | 3.19% | Reduce -87.6% | 24,382 | $14.4M |
| ETF Store, Inc. | 17.77% | Reduce -24.7% | 24,335 | $14.3M |
| Pembroke Management, LTD | 1.79% | Reduce -0.5% | 24,334 | $14.3M |
| AlphaMark Advisors, LLC | 6.20% | Reduce -4.3% | 24,313 | $14.3M |
| Legacy Edge Advisors, LLC | 2.27% | Reduce -3.2% | 24,217 | $14.3M |
| Mosley Wealth Management | 8.85% | Add +6.0% | 23,634 | $14.3M |
| Zhang Financial LLC | 0.82% | Add +14.6% | 24,257 | $14.3M |
| Gateway Wealth Partners, LLC | 3.67% | Reduce -19.5% | 24,078 | $14.2M |
| GenTrust, LLC | 0.61% | Add +12.7% | 23,994 | $14.1M |
| Becker Capital Management Inc. | 0.46% | Add +6.3% | 23,978 | $14.1M |
| Evergreen Capital Management LLC | 0.46% | Reduce -1.0% | 23,955 | $14.1M |
| Bigelow Investment Advisors, LLC | 6.61% | Add +2.1% | 23,944 | $14.1M |
| Cooper/Haims Advisors, LLC | 7.99% | Reduce -0.1% | 23,927 | $14.1M |
| McNaughton Wealth Management, LLC | 6.79% | Reduce -0.1% | 23,916 | $14.1M |
| Gould Asset Management LLC | 2.96% | Reduce -2.2% | 23,912 | $14.1M |
| Aureus Asset Management, LLC | 0.91% | Reduce -0.1% | 23,879 | $14.1M |
| Lake Street Advisors Group, LLC | 0.65% | Reduce -6.9% | 23,734 | $14.0M |
| Associated Banc-Corp | 0.42% | Reduce -2.0% | 23,666 | $13.9M |
| Trail Ridge Investment Advisors, LLC | 6.62% | Add +3.1% | 23,663 | $13.9M |
| Colonial Trust Co / SC | 2.06% | Add +8.9% | 23,589 | $13.9M |
| Congress Park Capital LLC | 5.02% | Add +7.6% | 23,492 | $13.8M |
| PFG Advisors | 0.85% | Reduce -5.9% | 23,483 | $13.8M |
| Fusion Capital, LLC | 5.56% | Add +2.6% | 23,439 | $13.8M |
| Motive Wealth Advisors | 7.41% | Reduce -1.2% | 23,427 | $13.8M |
| EverSource Wealth Advisors, LLC | 0.77% | Add +14.9% | 23,397 | $13.8M |
| Mosaic Financial Group, LLC | 9.77% | Add +2.3% | 23,135 | $13.6M |
| Canal Capital Management, LLC | 2.19% | Reduce -10.8% | 22,952 | $13.5M |
| Park National Corp. | 0.49% | Add +1.4% | 22,884 | $13.5M |
| North Star Investment Management Corp. | 0.94% | Add +1.4% | 22,879 | $13.5M |
| Mission Wealth Management, LP | 0.32% | Add +33.4% | 22,818 | $13.4M |
| Columbia Bank | 4.64% | Add +12.3% | 22,922 | $13.4M |
| Palisades Hudson Asset Management, L.P. | 5.63% | Reduce -2.3% | 22,687 | $13.4M |
| Xponance LLC | 0.12% | Reduce -10.8% | 22,528 | $13.3M |
| Ostrum Asset Management | 1.15% | No change | 22,514 | $13.3M |
| Guardian Wealth Advisors, LLC / NC | 1.06% | Add +2768.6% | 22,490 | $13.2M |
| Legacy Trust | 3.07% | Add +2.9% | 22,465 | $13.2M |
| Delta Investment Management, LLC | 2.55% | Reduce -7.2% | 22,267 | $13.1M |
| Private Trust Co. NA | 1.34% | Add +13.3% | 22,221 | $13.1M |
| Jackson Hole Capital Partners, LLC | 2.64% | Reduce -1.7% | 22,205 | $13.1M |
| Cherry Tree Wealth Management, LLC | 3.21% | Reduce -4.1% | 22,015 | $13.0M |
| First Trust Advisors LP | 0.01% | New | 21,985 | $12.9M |
| Twin Peaks Wealth Advisors, LLC | 5.46% | Add +8.2% | 21,874 | $12.9M |
| SG Americas Securities, LLC | 0.06% | Reduce -94.6% | 21,873 | $12.9M |
| Vise Technologies, Inc. | 1.07% | Add +137.0% | 21,872 | $12.9M |
| Venture Visionary Partners LLC | 0.55% | Add +1.7% | 21,846 | $12.9M |
| Beirne Wealth Consulting Services, LLC | 4.62% | Reduce -0.6% | 21,722 | $12.8M |
| NSI Retail Advisors, LLC | 2.03% | Reduce -3.6% | 21,700 | $12.8M |
| Roof Eidam Maycock Peralta, LLC | 3.29% | Reduce -1.1% | 21,669 | $12.8M |
| Concorde Asset Management, LLC | 6.64% | Reduce -2.4% | 21,624 | $12.7M |
| Koshinski Asset Management, Inc. | 1.09% | Reduce -5.0% | 21,606 | $12.7M |
| Pine Valley Investments Ltd Liability Co | 0.83% | Reduce -10.5% | 21,585 | $12.7M |
| Earned Wealth Advisors, LLC | 4.06% | Reduce -1.4% | 21,570 | $12.7M |
| Omega Financial Group, LLC | 4.79% | Add +1.0% | 21,496 | $12.7M |
| Breakwater Capital Group | 2.52% | Reduce -0.2% | 21,486 | $12.6M |
| Foundation Wealth Management, LLC\PA | 6.13% | — | 21,481 | $12.6M |
| Annie E. Casey Foundation, Inc. | 18.50% | — | 21,448 | $12.6M |
| Kooman & Associates | 4.57% | Add +0.3% | 21,441 | $12.6M |
| Caprock Group, LLC | 0.41% | New | 21,390 | $12.6M |
| Avestar Capital, LLC | 1.14% | Add +64.7% | 21,383 | $12.6M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +5.3% | 21,378 | $12.6M |
| Insight 2811, Inc. | 6.46% | Add +13.1% | 21,297 | $12.5M |
| Cape Ann Savings Bank | 7.37% | Add +3.5% | 21,276 | $12.5M |
| Bank of New Hampshire | 3.20% | Reduce -3.2% | 21,118 | $12.4M |
| Mma Asset Management LLC | 5.41% | Reduce -40.6% | 21,049 | $12.4M |
| Capital Investment Advisory Services, LLC | 1.19% | Reduce -2.2% | 21,043 | $12.4M |
| Unique Wealth Strategies, LLC | 5.44% | Reduce -1.3% | 21,030 | $12.4M |
| Bremer Bank National Association | 2.45% | Reduce -7.0% | 21,022 | $12.4M |
| Founders Financial Securities LLC | 1.12% | Reduce -3.9% | 21,011 | $12.4M |
| Silvercrest Asset Management Group LLC | 0.08% | Add +18.0% | 20,956 | $12.3M |
| Park Place Capital Corp | 3.45% | Reduce -10.0% | 20,946 | $12.3M |
| WealthPLAN Partners, LLC | 1.74% | Add +0.3% | 20,888 | $12.3M |
| Fiera Capital Corp | 0.04% | Add +0.6% | 20,882 | $12.3M |
| YHB Investment Advisors, Inc. | 1.00% | Add +11.9% | 20,782 | $12.2M |
| Precedent Wealth Partners, LLC | 3.99% | Reduce -2.0% | 20,778 | $12.2M |
| Treasurer of the State of North Carolina | 0.05% | Reduce -62.0% | 20,763 | $12.2M |
| Retirement Wealth Solutions LLC | 10.33% | — | 20,953 | $12.2M |
| Horst & Graben Wealth Management LLC | 2.16% | Add +0.0% | 20,635 | $12.1M |
| Investment Advisory Group, LLC | 4.05% | Add +5.0% | 20,545 | $12.1M |
| Tritonpoint Wealth, LLC | 1.09% | Reduce -1.6% | 20,529 | $12.1M |
| Inman Jager Wealth Management, LLC | 9.41% | — | 20,507 | $12.1M |
| MA Private Wealth | 2.25% | Reduce -1.6% | 20,442 | $12.0M |
| Granite Harbor Advisors, Inc. | 6.65% | Reduce -2.5% | 20,438 | $12.0M |
| Red Tortoise LLC | 6.24% | Add +0.3% | 20,206 | $11.9M |
| Copperwynd Financial, LLC | 3.27% | Add +6.9% | 20,129 | $11.8M |
| Q3 Asset Management | 7.36% | New | 20,114 | $11.8M |
| MFA Wealth Services | 9.42% | — | 19,954 | $11.7M |
| One Day In July LLC | 1.23% | Reduce -0.9% | 19,953 | $11.7M |
| RE Dickinson Investment Advisors, LLC | 10.04% | Add +1.4% | 19,953 | $11.7M |
| Harbor Investment Advisory, LLC | 1.10% | Add +2.0% | 19,929 | $11.7M |
| Patriot Investment Management Group, Inc. | 0.88% | Reduce -5.4% | 19,917 | $11.7M |
| Armbruster Capital Management, Inc. | 2.38% | Reduce -5.8% | 19,911 | $11.7M |
| SPC Financial, Inc. | 1.02% | Add +7.5% | 19,888 | $11.7M |
| Clark Capital Management Group, Inc. | 0.08% | Reduce -94.7% | 19,881 | $11.7M |
| Meadow Creek Wealth Advisors LLC | 8.40% | Add +5.7% | 19,820 | $11.7M |
| Doliver Advisors, LP | 3.24% | Add +18.2% | 19,806 | $11.7M |
| Davis Wealth Advisors, LLC | 12.82% | — | 19,800 | $11.7M |
| IFG Advisory, LLC | 0.66% | Add +3.9% | 19,782 | $11.6M |
| Bright Financial Advisors, Inc. | 7.31% | Reduce -4.0% | 19,769 | $11.6M |
| Syntax Research, Inc. | 8.33% | Reduce -5.3% | 19,729 | $11.6M |
| Headlands Technologies LLC | 1.17% | Add +4.7% | 19,698 | $11.6M |
| Shulman DeMeo Asset Management LLC | 3.12% | Reduce -0.1% | 19,621 | $11.6M |
| Beaird Harris Wealth Management, LLC | 0.99% | Add +2.4% | 19,560 | $11.5M |
| Canvas Wealth Advisors, LLC | 2.89% | Add +34.2% | 19,532 | $11.5M |
| Yelin Lapidot Holdings Management Ltd. | 2.00% | Add +27.4% | 19,520 | $11.5M |
| Milestone Investment Advisors LLC | 3.11% | Add +4.7% | 19,459 | $11.5M |
| Transcend Capital Advisors, LLC | 0.83% | Reduce -35.2% | 19,456 | $11.5M |
| Chicago Capital, LLC | 0.30% | Add +0.3% | 19,279 | $11.3M |
| Latitude Advisors, LLC | 6.39% | Reduce -14.0% | 19,255 | $11.3M |
| Merriman Wealth Management, LLC | 0.47% | Reduce -4.8% | 19,166 | $11.3M |
| Greenhouse Wealth Management, LLC | 7.44% | Add +0.2% | 19,107 | $11.2M |
| 4Thought Financial Group Inc. | 6.96% | Reduce -17.1% | 19,047 | $11.2M |
| Copperleaf Capital, LLC | 7.07% | Reduce -17.6% | 18,952 | $11.2M |
| Sound Stewardship, LLC | 6.62% | Reduce -1.3% | 18,938 | $11.1M |
| Wealth Management Partners, LLC | 4.79% | Add +0.6% | 18,837 | $11.1M |
| Ted Buchan & Co | 5.23% | Add +0.7% | 18,814 | $11.1M |
| Barnes Wealth Management Group, Inc | 7.42% | — | 18,809 | $11.1M |
| Money Design Co.,Ltd. | 0.57% | Add +7.1% | 18,723 | $11.1M |
| Montis Financial, LLC | 3.41% | Add +45.2% | 18,768 | $11.0M |
| Harbor Advisory Corp. | 3.63% | Add +7.5% | 18,759 | $11.0M |
| SC&H Financial Advisors, Inc. | 2.28% | Reduce -0.4% | 18,736 | $11.0M |
| Thoroughbred Financial Services, LLC | 0.67% | Add +12.6% | 18,734 | $11.0M |
| Mgo One Seven LLC | 0.42% | No change | 18,712 | $11.0M |
| Greenwood Gearhart LLC | 0.76% | New | 18,684 | $11.0M |
| Chung Wu Investment Group, LLC | 11.08% | — | 18,682 | $11.0M |
| Main Street Financial Solutions, LLC | 1.08% | Reduce -0.9% | 18,610 | $11.0M |
| Welch & Forbes LLC | 0.14% | Add +2.7% | 18,532 | $10.9M |
| Novem Group | 1.60% | — | 18,300 | $10.8M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Reduce -5.8% | 18,282 | $10.8M |
| Wayfinding Financial, LLC | 5.74% | Reduce -5.9% | 18,236 | $10.7M |
| Red Door Wealth Management, LLC | 1.65% | Add +4.0% | 18,233 | $10.7M |
| Simmons Bank | 0.78% | Reduce -0.4% | 18,128 | $10.7M |
| Louisbourg Investments Inc. | 2.80% | Reduce -10.3% | 18,120 | $10.7M |
| NorthRock Partners, LLC | 0.35% | Add +1.5% | 18,082 | $10.6M |
| Salus Financial Advisors, LLC | 8.33% | — | 18,079 | $10.6M |
| Revolve Wealth Partners, LLC | 1.56% | Reduce -1.6% | 18,054 | $10.6M |
| Cosner Financial Group, LLC | 6.73% | Reduce -13.7% | 18,036 | $10.6M |
| Corebridge Financial, Inc. | 0.06% | New | 18,000 | $10.6M |
| Maia Wealth LLC | 2.28% | Add +7.9% | 17,580 | $10.6M |
| MY Wealth Management Inc. | 10.57% | Add +36.5% | 17,982 | $10.6M |
| Firethorn Wealth Partners, LLC | 5.25% | Reduce -7.0% | 17,970 | $10.6M |
| Nicolet Advisory Services, LLC | 0.97% | Reduce -7.4% | 18,092 | $10.6M |
| Telos Capital Management, Inc. | 1.13% | Add +0.3% | 17,924 | $10.6M |
| Fullerton Fund Management Co Ltd. | 0.37% | Reduce -78.6% | 17,907 | $10.5M |
| Wealth Management Associates, Inc. | 4.50% | Add +1.0% | 17,882 | $10.5M |
| Ascent Group, LLC | 0.79% | Reduce -18.9% | 17,875 | $10.5M |
| International Assets Investment Management, LLC | 0.88% | Add +0.8% | 17,900 | $10.5M |
| Avid Wealth Partners LLC | 7.47% | Add +28.5% | 17,858 | $10.5M |
| Cassia Capital Partners, LLC | 6.69% | Reduce -0.6% | 17,818 | $10.5M |
| Arete Wealth Advisors, LLC | 0.76% | Add +44.4% | 17,799 | $10.5M |
| Ameliora Wealth Management Ltd. | 3.94% | Reduce -16.8% | 17,816 | $10.5M |
| REDW Wealth LLC | 3.64% | Add +673.2% | 17,800 | $10.5M |
| Agf Management Ltd. | 0.05% | Reduce -0.7% | 17,794 | $10.5M |
| TFB Advisors LLC | 2.99% | Add +10.4% | 17,776 | $10.5M |
| Connecticut Wealth Management, LLC | 0.51% | Reduce -6.8% | 17,721 | $10.4M |
| Verdence Capital Advisors LLC | 0.84% | Reduce -0.5% | 17,696 | $10.4M |
| Glen Eagle Advisors, LLC | 1.72% | Add +13.1% | 17,632 | $10.4M |
| GeoWealth Management, LLC | 0.34% | Add +28.8% | 17,611 | $10.4M |
| BWM Planning, LLC | 4.50% | Reduce -9.5% | 17,579 | $10.3M |
| American National Bank & Trust | 1.15% | Reduce -4.4% | 17,452 | $10.3M |
| Strategic Wealth Partners, Ltd. | 0.85% | Add +13.4% | 16,707 | $10.2M |
| Argent Advisors, Inc. | 3.78% | Add +0.8% | 17,327 | $10.2M |
| Wall Street Financial Group, Inc. | 9.96% | Add +16.4% | 17,324 | $10.2M |
| Manhattan West Asset Management, LLC | 2.75% | Reduce -2.9% | 17,317 | $10.2M |
| Leavell Investment Management, Inc. | 0.50% | Add +1.0% | 17,299 | $10.2M |
| FDx Advisors, Inc. | 2.97% | Add +87.7% | 17,278 | $10.2M |
| Williams Jones Wealth Management, LLC. | 0.12% | Reduce -0.7% | 17,254 | $10.2M |
| Baring Financial LLC | 9.02% | — | 17,195 | $10.1M |
| Sax Wealth Advisors, LLC | 0.79% | Reduce -1.4% | 17,157 | $10.1M |
| Advisory Resource Group | 2.14% | Add +0.2% | 17,156 | $10.1M |
| WMS Partners, LLC | 0.57% | Reduce -0.2% | 17,150 | $10.1M |
| Evensky & Katz LLC | 0.66% | Reduce -0.9% | 17,058 | $10.0M |
| 5T Wealth, LLC | 5.50% | — | 17,048 | $10.0M |
| RCS Financial Planning, LLC | 5.29% | Reduce -0.1% | 16,881 | $9.9M |
| MidAtlantic Capital Management, Inc. | 7.26% | Add +3.7% | 16,831 | $9.9M |
| Post Resch Tallon Group Inc. | 9.58% | — | 16,838 | $9.9M |
| Mendota Financial Group, LLC | 6.40% | Reduce -13.7% | 16,783 | $9.9M |
| My Legacy Advisors, LLC | 3.83% | Add +4.3% | 16,575 | $9.9M |
| Congress Asset Management Co. | 0.07% | Add +2342.0% | 16,752 | $9.9M |
| Eaton Financial Holdings Company, LLC | 3.79% | Reduce -1.6% | 16,741 | $9.9M |
| Prasad Wealth Partners, LLC | 3.18% | — | 16,671 | $9.8M |
| Pachira Investments Inc. | 6.01% | Reduce -2.3% | 16,606 | $9.8M |
| Horizon Investments, LLC | 0.28% | Reduce -5.0% | 16,625 | $9.8M |
| Sentry LLC | 1.90% | Reduce -5.5% | 16,565 | $9.8M |
| Boyd Wealth Management, LLC | 4.80% | Add +0.1% | 16,538 | $9.7M |
| Arrien Investments, Inc. | 6.91% | Reduce -5.3% | 15,940 | $9.7M |
| DAVENPORT & Co LLC | 0.06% | Add +5.8% | 16,421 | $9.7M |
| Marathon Strategic Advisors, LLC | 10.45% | Reduce -3.7% | 16,411 | $9.7M |
| jvl associates llc | 3.66% | Reduce -0.8% | 16,388 | $9.6M |
| IFC Advisors LLC | 2.09% | — | 16,260 | $9.6M |
| Venturi Wealth Management, LLC | 0.47% | Reduce -12.9% | 16,239 | $9.6M |
| Capital Fund Management S.A. | 0.09% | Reduce -1.2% | 16,200 | $9.5M |
| Asset Allocation & Management Company, LLC | 5.19% | No change | 16,129 | $9.5M |
| Moors & Cabot, Inc. | 0.45% | Add +10.9% | 16,117 | $9.5M |
| Geneva Partners, LLC | 3.85% | Add +0.3% | 16,112 | $9.5M |
| Westfuller Advisors, LLC | 6.02% | Add +11.3% | 16,094 | $9.5M |
| GFS Advisors, LLC | 1.44% | Add +23.5% | 16,092 | $9.5M |
| Red Wave Investments LLC | 3.31% | Reduce -0.2% | 16,061 | $9.5M |
| DecisionMap Wealth Management, LLC | 7.47% | — | 16,008 | $9.4M |
| Northeast Financial Consultants Inc | 0.40% | Add +1.3% | 15,985 | $9.4M |
| Arcus Capital Partners, LLC | 2.97% | Add +44.9% | 17,877 | $9.4M |
| Roundview Capital LLC | 0.66% | Add +24.3% | 15,940 | $9.4M |
| Lindbrook Capital, LLC | 0.85% | Add +0.6% | 15,937 | $9.4M |
| Atlantic Edge Private Wealth Management, LLC | 2.90% | Add +6.8% | 15,922 | $9.4M |
| Baldwin Wealth Partners LLC | 0.65% | Reduce -9.8% | 15,878 | $9.3M |
| Postrock Partners LLC | 4.51% | — | 15,829 | $9.3M |
| Solstein Capital, LLC | 5.21% | No change | 15,798 | $9.3M |
| Kennicott Capital Management LLC | 4.78% | Reduce -4.9% | 15,787 | $9.3M |
| Bison Wealth, LLC | 1.14% | — | 15,777 | $9.3M |
| Heritage Wealth Partners, LLC | 11.59% | Add +23.9% | 15,688 | $9.2M |
| Beacon Bridge Wealth Partners, LLC | 3.91% | Add +7.9% | 15,647 | $9.2M |
| MinichMacGregor Wealth Management, LLC | 1.91% | Reduce -0.9% | 15,632 | $9.2M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +30.9% | 15,598 | $9.2M |
| Private Client Services, LLC | 4.93% | Reduce -19.8% | 15,597 | $9.2M |
| Old Port Advisors | 2.63% | Add +3.6% | 15,563 | $9.2M |
| Private Advisory Group LLC | 1.03% | Add +1.3% | 15,555 | $9.2M |
| First Heartland Consultants, Inc. | 0.94% | Add +6.0% | 15,551 | $9.2M |
| Chapin Davis, Inc. | 2.97% | No change | 15,799 | $9.1M |
| Campion Asset Management | 6.88% | Add +5.1% | 15,479 | $9.1M |
| SOL Capital Management CO | 1.01% | Add +2.7% | 15,470 | $9.1M |
| Lighthouse Financial LLC | 7.38% | — | 15,446 | $9.1M |
| Forum Private Client Group LLC | 4.04% | Add +0.6% | 15,405 | $9.1M |
| Claro Advisors Inc. | 1.23% | Add +5.5% | 15,402 | $9.1M |
| Cardiff Park Advisors, LLC | 0.86% | Add +0.2% | 15,374 | $9.1M |
| Meridian Financial Advisors, LLC | 6.24% | Reduce -0.9% | 15,357 | $9.0M |
| Clear Investment Research, LLC | 11.53% | Reduce -1.3% | 15,218 | $9.0M |
| Stephens Inc. | 0.13% | Add +25.3% | 15,192 | $8.9M |
| Continuum Advisory, LLC | 1.15% | Reduce -3.3% | 15,189 | $8.9M |
| Steigerwald, Gordon & Koch Inc. | 1.01% | Add +1.6% | 15,155 | $8.9M |
| Nepc LLC | 0.24% | Add +0.1% | 15,150 | $8.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.24% | Reduce -2.0% | 15,132 | $8.9M |
| Red Cedar Investment Management, LLC | 1.12% | No change | 15,130 | $8.9M |
| Ausdal Financial Partners, Inc. | 0.76% | Add +10.1% | 15,022 | $8.8M |
| Pinion Investment Advisors, LLC | 3.51% | Add +102.4% | 14,999 | $8.8M |
| Garrison Point Advisors, LLC | 4.19% | Add +12.7% | 14,997 | $8.8M |
| Michelson Medical Research Foundation, Inc. | 7.40% | No change | 14,989 | $8.8M |
| Collier Financial | 7.85% | — | 14,923 | $8.8M |
| Calamos Advisors LLC | 0.06% | Add +0.5% | 14,878 | $8.8M |
| Etesian Wealth Advisors, Inc. | 3.87% | Add +19.8% | 14,877 | $8.8M |
| Investment Management Corp. /Va/ | 7.83% | — | 14,874 | $8.8M |
| Carnegie Investment Counsel | 0.25% | Add +10.1% | 14,852 | $8.7M |
| Integrated Investment Consultants, LLC | 1.80% | Reduce -1.0% | 14,815 | $8.7M |
| Salomon & Ludwin, LLC | 0.92% | Reduce -2.9% | 14,723 | $8.7M |
| KWB Wealth | 1.07% | Reduce -0.8% | 15,015 | $8.7M |
| Belpointe Asset Management LLC | 0.52% | Reduce -43.2% | 15,270 | $8.7M |
| NewEdge Wealth, LLC | 0.15% | Add +15.2% | 14,647 | $8.6M |
| MBE Wealth Management, LLC | 4.86% | Reduce -3.0% | 14,647 | $8.6M |
| Bawa N Mallick Trust | 3.75% | — | 14,523 | $8.5M |
| Commonwealth Retirement Investments LLC | 3.52% | Reduce -8.8% | 14,519 | $8.5M |
| Mountain Hill Investment Partners Corp. | 8.69% | — | 14,500 | $8.5M |
| Illinois Municipal Retirement Fund | 0.12% | New | 14,500 | $8.5M |
| Riverbend Wealth Management, LLC | 7.60% | — | 14,437 | $8.5M |
| Clearstead Trust, LLC | 1.83% | Add +33.7% | 14,400 | $8.5M |
| Fulcrum Capital LLC | 1.77% | Reduce -8.3% | 14,364 | $8.5M |
| Rialto Wealth Management, LLC | 2.78% | — | 14,319 | $8.4M |
| Pines Wealth Management, LLC | 3.67% | — | 14,439 | $8.4M |
| Leuthold Group, LLC | 1.01% | Reduce -8.3% | 14,278 | $8.4M |
| Sapient Capital LLC | 0.16% | Add +10.2% | 14,276 | $8.4M |
| Jaffetilchin Investment Partners, LLC | 0.61% | Reduce -0.1% | 14,213 | $8.4M |
| Transform Wealth, LLC | 0.46% | Add +2.3% | 14,192 | $8.4M |
| BIP Wealth, LLC | 0.56% | Reduce -2.2% | 14,169 | $8.3M |
| Centennial Wealth Advisory LLC | 3.27% | Reduce -45.5% | 14,144 | $8.3M |
| Two Sigma Securities, LLC | 1.51% | New | 14,140 | $8.3M |
| Fidato Wealth LLC | 6.24% | Reduce -5.2% | 14,135 | $8.3M |
| Transcendent Capital Group LLC | 4.30% | Add +71.0% | 14,110 | $8.3M |
| Quent Capital, LLC | 0.86% | Reduce -0.8% | 14,110 | $8.3M |
| West Bancorporation Inc. | 5.45% | Reduce -2.6% | 14,082 | $8.3M |
| Forbes Financial Planning, Inc. | 4.01% | Reduce -31.0% | 14,064 | $8.3M |
| NatWest Group plc | 2.44% | No change | 13,991 | $8.2M |
| Equita Financial Network, Inc. | 2.97% | Reduce -0.3% | 13,976 | $8.2M |
| Okabena Investment Services Inc. | 2.28% | Add +0.7% | 13,963 | $8.2M |
| Summit Wealth Partners, LLC | 1.69% | Reduce -20.3% | 13,954 | $8.2M |
| Instrumental Wealth, LLC | 7.77% | Add +3.1% | 13,622 | $8.2M |
| Sugar Maple Asset Management, LLC | 6.25% | Reduce -16.2% | 13,946 | $8.2M |
| Legacy Capital Wealth Partners, LLC | 2.03% | Reduce -4.8% | 13,931 | $8.2M |
| Coign Capital Advisors LLC | 7.49% | — | 13,815 | $8.1M |
| MRWM Advisors, LLC | 6.36% | — | 13,792 | $8.1M |
| Capital Group Private Client Services, Inc. | 0.07% | Add +42.7% | 13,783 | $8.1M |
| Whalerock Point Partners, LLC | 1.93% | Add +4.6% | 13,667 | $8.0M |
| Abacus Planning Group, Inc. | 1.41% | Add +0.0% | 13,627 | $8.0M |
| Genesis Wealth Advisors, LLC | 6.99% | — | 13,624 | $8.0M |
| Tower Research Capital LLC (TRC) | 0.16% | Reduce -77.4% | 13,622 | $8.0M |
| GM Advisory Group, LLC | 0.44% | Add +1.8% | 13,604 | $8.0M |
| Transamerica Financial Advisors, LLC | 0.79% | Add +8.6% | 13,587 | $8.0M |
| White Pine Capital LLC | 2.69% | Reduce -2.1% | 13,585 | $8.0M |
| Eagle Strategies LLC | 1.38% | Add +2.8% | 13,576 | $8.0M |
| Koss-Olinger Consulting, LLC | 0.70% | Add +16.3% | 13,563 | $8.0M |
| Jacobi Capital Management LLC | 0.60% | Add +2.4% | 13,549 | $8.0M |
| Awm Capital, LLC | 0.98% | Reduce -1.2% | 13,547 | $8.0M |
| waypoint wealth counsel | 5.20% | Reduce -2.2% | 13,532 | $8.0M |
| Patten Group, Inc. | 1.76% | Add +1.1% | 13,513 | $8.0M |
| Ethos Financial Group, LLC | 1.04% | Add +22.8% | 13,466 | $7.9M |
| Wedmont Private Capital | 0.41% | Add +0.5% | 13,476 | $7.9M |
| GPS Wealth Strategies Group, LLC | 1.01% | Add +35.5% | 13,354 | $7.9M |
| Money Concepts Capital Corp. | 0.58% | Add +9.0% | 13,339 | $7.9M |
| MSH Capital Advisors LLC | 2.46% | Reduce -1.5% | 13,267 | $7.8M |
| Trust Co. of Vermont | 0.38% | Add +0.2% | 13,212 | $7.8M |
| Trust Point Inc. | 0.53% | Add +0.7% | 13,090 | $7.7M |
| Certus Wealth Management, LLC | 5.14% | Reduce -0.2% | 12,627 | $7.7M |
| W Advisors, LLC | 4.72% | Add +5.5% | 12,964 | $7.6M |
| Hohimer Wealth Management, LLC | 1.45% | Add +88.0% | 12,907 | $7.6M |
| Flower City Capital | 4.63% | Reduce -1.8% | 12,846 | $7.6M |
| Atlantic Union Bankshares Corp | 0.44% | Add +0.0% | 12,836 | $7.6M |
| Smartleaf Asset Management LLC | 0.77% | Add +2.1% | 12,761 | $7.5M |
| Plante Moran Financial Advisors, LLC | 0.63% | Reduce -19.1% | 12,811 | $7.5M |
| Heritage Family Offices, LLP | 3.75% | Reduce -1.8% | 12,772 | $7.5M |
| Nelson Capital Management, LLC | 1.24% | Add +0.9% | 12,710 | $7.5M |
| Symphony Financial, Ltd. Co. | 1.17% | Add +3.8% | 12,282 | $7.5M |
| Sterling Financial Planning, Inc. | 2.74% | Add +1.6% | 12,630 | $7.4M |
| Platform Technology Partners | 2.25% | Add +26.4% | 12,591 | $7.4M |
| C2C Wealth Management, LLC | 6.82% | No change | 12,500 | $7.4M |
| Joel Isaacson & Co., LLC | 0.33% | Add +0.6% | 12,481 | $7.3M |
| Dogwood Wealth Management LLC | 3.88% | No change | 12,461 | $7.3M |
| Shelter Mutual Insurance Co | 1.83% | No change | 12,460 | $7.3M |
| Blalock Williams, LLC | 8.53% | — | 12,448 | $7.3M |
| Nilsine Partners, LLC | 0.78% | Add +16.6% | 12,445 | $7.3M |
| Cornerstone Advisors, LLC | 0.29% | Reduce -13.3% | 12,400 | $7.3M |
| Pitcairn Co. | 0.43% | Reduce -48.9% | 12,393 | $7.3M |
| WASHINGTON TRUST Co | 0.26% | Add +1.4% | 12,346 | $7.3M |
| Catalina Capital Group, LLC | 2.39% | Add +0.7% | 12,332 | $7.3M |
| HBK Sorce Advisory LLC | 0.22% | Add +4.1% | 12,325 | $7.3M |
| Power Wealth Management LLC | 3.02% | Reduce -6.8% | 12,294 | $7.2M |
| Apex Wealth Management, LLC | 6.24% | — | 12,280 | $7.2M |
| Mechanics Financial Corp | 3.25% | Add +3.3% | 12,278 | $7.2M |
| TradeWell Securities, LLC. | 3.73% | — | 12,241 | $7.2M |
| Wealth Advisors of Iowa, LLC | 3.61% | Reduce -0.2% | 12,172 | $7.2M |
| Wealthedge Investment Advisors, LLC | 3.22% | — | 12,152 | $7.2M |
| Aletheian Wealth Advisors LLC | 4.21% | Reduce -0.4% | 12,091 | $7.1M |
| Barrett & Company, Inc. | 2.99% | Add +5.8% | 12,045 | $7.1M |
| Alliance Wealth Advisors, LLC | 1.83% | Add +19.5% | 12,042 | $7.1M |
| Strata Wealth Advisors, LLC | 2.22% | Reduce -1.9% | 12,041 | $7.1M |
| Norden Group LLC | 0.80% | Add +6.2% | 12,040 | $7.1M |
| Wealth Management Nebraska | 1.15% | — | 12,111 | $7.1M |
| Potentia Wealth | 3.15% | — | 12,030 | $7.1M |
| Archvest Wealth Advisors, Inc. | 5.13% | Add +42.7% | 12,027 | $7.1M |
| National Wealth Management Group, LLC | 4.71% | Add +10.0% | 12,010 | $7.1M |
| NovaPoint Capital, LLC | 2.16% | Reduce -1.5% | 12,003 | $7.1M |
| Curated Wealth Partners LLC | 0.81% | Add +8.3% | 11,991 | $7.1M |
| Trust Co | 0.81% | Reduce -0.9% | 11,978 | $7.1M |
| KCM Investment Advisors LLC | 0.24% | Add +1.5% | 11,965 | $7.0M |
| Banque Pictet & Cie SA | 0.07% | Add +40.0% | 11,952 | $7.0M |
| Carolinas Wealth Consulting LLC | 1.38% | Reduce -0.2% | 11,948 | $7.0M |
| Hixon Zuercher, LLC | 2.69% | New | 11,877 | $7.0M |
| Quadcap Wealth Management, LLC | 1.03% | Reduce -6.1% | 11,875 | $7.0M |
| Retirement Planning Group, LLC | 0.35% | Add +1.4% | 11,792 | $6.9M |
| TCI Wealth Advisors, Inc. | 0.58% | Reduce -1.6% | 11,785 | $6.9M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -2.5% | 11,780 | $6.9M |
| Pension & Wealth Management Advisors, Inc. | 2.75% | Add +89.1% | 11,691 | $6.9M |
| Cooper Financial Group | 0.83% | Reduce -5.4% | 11,679 | $6.9M |
| Busey Bank | 0.23% | Reduce -5.5% | 11,668 | $6.9M |
| Insigneo Advisory Services, LLC | 0.71% | Add +58.6% | 11,661 | $6.9M |
| Meridian Financial Partners LLC | 3.62% | Reduce -1.0% | 11,645 | $6.9M |
| Keystone Financial Group | 0.68% | Add +0.0% | 11,625 | $6.8M |
| Silver Oak Securities, Incorporated | 0.64% | Reduce -34.0% | 11,578 | $6.8M |
| Pittenger & Anderson Inc. | 0.25% | Reduce -1.1% | 11,613 | $6.8M |
| Bestgate Wealth Advisors, LLC | 13.68% | — | 11,582 | $6.8M |
| Annex Advisory Services, LLC | 0.21% | Reduce -5.2% | 11,580 | $6.8M |
| Innovative Wealth Building LLC | 6.15% | — | 11,553 | $6.8M |
| Westmount Partners, LLC | 2.06% | Add +0.1% | 11,503 | $6.8M |
| JT Stratford LLC | 1.12% | Add +7.6% | 11,479 | $6.8M |
| ICONIQ Capital, LLC | 0.11% | Add +13.3% | 11,465 | $6.7M |
| Heritage Trust Co | 0.79% | — | 11,434 | $6.7M |
| Mission Creek Capital Partners, Inc. | 1.47% | Reduce -3.8% | 11,416 | $6.7M |
| Burke & Herbert Bank & Trust Co. | 1.59% | Add +0.1% | 11,381 | $6.7M |
| Cutler Investment Counsel LLC | 0.83% | Reduce -3.6% | 11,379 | $6.7M |
| Ironwood Investment Counsel, LLC | 1.15% | Add +0.8% | 11,377 | $6.7M |
| Flagship Harbor Advisors, LLC | 0.35% | Add +7.5% | 11,366 | $6.7M |
| Able Wealth Management LLC | 4.40% | Add +2.0% | 11,360 | $6.7M |
| Wilkins Miller Wealth Management, LLC | 6.99% | — | 11,352 | $6.7M |
| Lake Street Private Wealth, LLC | 1.07% | Add +1.9% | 11,340 | $6.7M |
| Endeavor Private Wealth, Inc. | 6.34% | — | 11,329 | $6.7M |
| Selective Wealth Management, Inc. | 2.70% | Reduce -4.8% | 11,374 | $6.7M |
| Chancellor Financial Group WB LP | 5.36% | — | 11,298 | $6.7M |
| Regimen Wealth, LLC | 2.16% | Reduce -27.5% | 11,225 | $6.6M |
| Emerald Advisors, LLC | 0.91% | Add +1.3% | 11,165 | $6.6M |
| Ridgecrest Wealth Partners, LLC | 3.56% | Reduce -4.4% | 11,164 | $6.6M |
| Bedel Financial Consulting, Inc. | 0.91% | Reduce -11.7% | 10,818 | $6.6M |
| Hilltop National Bank | 1.97% | Reduce -0.5% | 11,113 | $6.5M |
| Nations Financial Group Inc, /Ia/ | 0.48% | Reduce -20.5% | 11,095 | $6.5M |
| QRG Capital Management, Inc. | 0.07% | Add +46.4% | 11,084 | $6.5M |
| Daymark Wealth Partners, LLC | 0.28% | Add +3.3% | 11,075 | $6.5M |
| Graves Light Lenhart Wealth, Inc. | 0.81% | Reduce -0.2% | 11,073 | $6.5M |
| Riverbridge Partners LLC | 0.09% | Add +270.7% | 11,065 | $6.5M |
| BlueChip Wealth Advisors LLC | 3.61% | Add +0.5% | 11,065 | $6.5M |
| Greykasell Wealth Strategies, Inc. | 3.61% | — | 11,051 | $6.5M |
| Astoria Strategic Wealth, Inc. | 1.93% | Add +0.3% | 11,039 | $6.5M |
| Debussy Capital Management LP | 1.00% | Add +14.8% | 10,786 | $6.5M |
| CM Wealth Advisors LLC | 2.12% | Add +7.1% | 11,031 | $6.5M |
| Gen-Wealth Partners Inc | 2.78% | Add +0.4% | 10,996 | $6.5M |
| O'Connor Financial Group LLC | 3.38% | Reduce -5.7% | 10,985 | $6.5M |
| Nicolet Bankshares Inc. | 1.26% | No change | 10,980 | $6.5M |
| MRP Capital Investments, LLC | 5.89% | Add +43.6% | 10,979 | $6.5M |
| 1 North Wealth Services LLC | 2.72% | — | 10,917 | $6.4M |
| Interchange Capital Partners, LLC | 2.32% | Reduce -10.9% | 10,852 | $6.4M |
| Index Fund Advisors, Inc. | 0.35% | Reduce -2.1% | 10,849 | $6.4M |
| Strategy Asset Managers LLC | 1.24% | Reduce -5.3% | 10,818 | $6.4M |
| Vident Advisory, LLC | 0.11% | Add +63.8% | 10,789 | $6.4M |
| Strategic Financial Concepts, LLC | 1.22% | Add +201.2% | 10,766 | $6.3M |
| New Millennium Group LLC | 3.70% | Add +12.2% | 10,738 | $6.3M |
| Independent Solutions Wealth Management, LLC | 1.38% | Add +1059.3% | 10,724 | $6.3M |
| ADG Wealth Management Group, LLC | 5.60% | — | 10,717 | $6.3M |
| Allodium Investment Consultants, LLC | 5.26% | — | 10,709 | $6.3M |
| LifePlan Investment Advisors, Inc. | 3.89% | Reduce -7.1% | 10,669 | $6.3M |
| Peterson Wealth Advisors, LLC | 1.13% | Add +24.0% | 10,560 | $6.3M |
| Financial Management Professionals, Inc. | 0.79% | Add +1.1% | 10,613 | $6.2M |
| Verity Asset Management, Inc. | 3.51% | Reduce -50.1% | 10,574 | $6.2M |
| PMV Capital Advisers, LLC | 16.76% | — | 10,571 | $6.2M |
| Badgley Phelps Wealth Managers, LLC | 0.14% | Add +1.0% | 10,546 | $6.2M |
| Cadent Capital Advisors, LLC | 2.16% | Reduce -3.6% | 10,532 | $6.2M |
| GWN Securities Inc. | 1.65% | — | 10,299 | $6.2M |
| Houlihan Financial Resource Group, Ltd. | 2.64% | Reduce -1.2% | 10,500 | $6.2M |
| Forte Asset Management LLC | 3.28% | Reduce -1.3% | 10,489 | $6.2M |
| Quadrant Private Wealth Management, LLC | 1.52% | Add +19.4% | 10,489 | $6.2M |
| Smart Money Group LLC | 2.13% | Add +0.2% | 10,480 | $6.2M |
| Winthrop Capital Management, LLC | 1.63% | New | 10,389 | $6.1M |
| Signal Advisors Wealth, LLC | 0.69% | Reduce -29.3% | 10,415 | $6.1M |
| Salem Investment Counselors Inc. | 0.20% | Reduce -3.6% | 10,401 | $6.1M |
| Rede Wealth, LLC | 2.35% | Reduce -1.6% | 10,398 | $6.1M |
| Lakeridge Wealth Management LLC | 3.15% | Add +4.3% | 10,342 | $6.1M |
| Zurich Insurance Group Ltd | 0.05% | New | 10,270 | $6.1M |
| Motco | 0.62% | Add +5.7% | 10,328 | $6.1M |
| Strategies Wealth Advisors, LLC | 0.75% | Reduce -4.9% | 9,972 | $6.1M |
| 1834 Investment Advisors Co. | 0.77% | Reduce -11.7% | 10,294 | $6.1M |
| Moloney Securities Asset Management, LLC | 0.82% | Reduce -2.2% | 10,262 | $6.0M |
| Guyasuta Investment Advisors Inc. | 0.38% | Add +6.1% | 10,244 | $6.0M |
| Stonebridge Financial Planning Group, LLC | 2.69% | Reduce -0.2% | 10,238 | $6.0M |
| Bfsg, LLC | 0.70% | Reduce -8.8% | 10,215 | $6.0M |
| Compass Ion Advisors, LLC | 0.71% | Reduce -3.7% | 10,177 | $6.0M |
| Callan Capital, LLC | 0.44% | Add +0.3% | 10,140 | $6.0M |
| PFS Partners, LLC | 3.25% | Add +0.7% | 10,137 | $6.0M |
| S.A. Mason LLC | 3.13% | Reduce -0.2% | 10,121 | $6.0M |
| NFSG Corp | 1.53% | Add +12.3% | 10,115 | $6.0M |
| Brass Tax Wealth Management, Inc. | 1.25% | Reduce -0.4% | 10,093 | $5.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.48% | Reduce -2.6% | 10,049 | $5.9M |
| FLC Capital Advisors | 1.36% | Reduce -5.0% | 10,003 | $5.9M |
| PFG Investments, LLC | 0.37% | Add +285.7% | 9,986 | $5.9M |
| TFR Capital, LLC. | 2.91% | — | 9,959 | $5.9M |
| Variant Private Wealth, LLC | 5.58% | — | 9,943 | $5.9M |
| Essex Bank | 1.45% | Reduce -2.3% | 9,935 | $5.8M |
| Ayalon Insurance Comp Ltd. | 1.80% | Add +11.7% | 9,928 | $5.8M |
| Berkeley, Inc | 3.02% | Reduce -50.3% | 9,910 | $5.8M |
| First National Bank of Omaha | 0.38% | No change | 9,866 | $5.8M |
| Successful Portfolios LLC | 3.88% | Add +5.8% | 9,857 | $5.8M |
| Quartz Partners, LLC | 3.52% | Reduce -3.9% | 9,835 | $5.8M |
| American Trust | 0.44% | Add +297.5% | 9,830 | $5.8M |
| Semus Wealth Partners LLC | 3.83% | Add +6.5% | 9,818 | $5.8M |
| Tempus Wealth Planning, LLC | 1.77% | Reduce -11.7% | 9,816 | $5.8M |
| KDK Private Wealth Management, LLC | 5.99% | — | 9,797 | $5.8M |
| Landmark Wealth Management, LLC | 2.55% | Reduce -0.3% | 9,777 | $5.8M |
| Grayhawk Investment Strategies Inc. | 10.89% | New | 9,706 | $5.7M |
| Ofc Financial Planning, LLC | 6.02% | — | 9,704 | $5.7M |
| Steph & Co. | 1.92% | Add +3.1% | 9,674 | $5.7M |
| Shoker Investment Counsel, Inc. | 1.92% | Add +2.6% | 9,657 | $5.7M |
| Goepper Burkhardt LLC | 2.31% | Add +10.3% | 9,646 | $5.7M |
| Vertex Planning Partners, LLC | 1.25% | Reduce -81.8% | 9,645 | $5.7M |
| Brand Asset Management Group, Inc. | 2.30% | Reduce -0.5% | 9,606 | $5.7M |
| Twin Focus Capital Partners, LLC | 0.84% | Reduce -8.0% | 9,600 | $5.7M |
| Certior Financial Group, LLC | 5.02% | — | 9,596 | $5.6M |
| Level Four Advisory Services, LLC | 0.23% | Reduce -2.4% | 9,594 | $5.6M |
| BCU Wealth Advisors, LLC | 3.23% | Add +0.5% | 9,590 | $5.6M |
| Morling Financial Advisors, LLC | 1.96% | Reduce -1.5% | 9,571 | $5.6M |
| Optivise Advisory Services LLC | 3.01% | Reduce -5.1% | 9,502 | $5.6M |
| Truefg, LLC | 1.82% | Reduce -0.6% | 9,478 | $5.6M |
| Olde Wealth Management, LLC | 1.99% | Reduce -0.2% | 9,462 | $5.6M |
| West Branch Capital LLC | 1.78% | Add +0.5% | 9,462 | $5.6M |
| New Century Financial Group, LLC | 2.37% | Reduce -21.8% | 9,366 | $5.6M |
| Quad-Cities Investment Group, LLC | 2.72% | Reduce -3.6% | 9,424 | $5.5M |
| Maridea Wealth Management LLC | 1.78% | — | 9,407 | $5.5M |
| Affiance Financial, LLC | 1.32% | Reduce -3.5% | 9,402 | $5.5M |
| Gallagher Capital Advisors, LLC | 4.03% | — | 9,400 | $5.5M |
| Bray Capital Advisors | 1.50% | Reduce -0.8% | 9,399 | $5.5M |
| Strategic Wealth Investment Group, LLC | 0.31% | Add +34729.1% | 205,840 | $5.5M |
| James J. Burns & Company, LLC | 0.96% | Reduce -5.5% | 9,382 | $5.5M |
| Sound Income Strategies, LLC | 0.34% | Reduce -11.9% | 9,383 | $5.5M |
| GSG Advisors LLC | 1.74% | Reduce -3.9% | 9,365 | $5.5M |
| Brady Family Wealth, LLC | 1.69% | Reduce -0.4% | 9,347 | $5.5M |
| McMill Wealth Management | 2.23% | — | 9,337 | $5.5M |
| Pinnacle Bancorp, Inc. | 1.78% | Add +0.1% | 9,312 | $5.5M |
| Brown Miller Wealth Management, LLC | 2.09% | Add +3.1% | 9,247 | $5.4M |
| Sunburst Financial Group, LLC | 1.34% | Reduce -31.3% | 9,230 | $5.4M |
| Presidio Capital Management, LLC | 2.91% | Add +8.6% | 9,213 | $5.4M |
| Chesapeake Wealth Management | 1.86% | Reduce -1.8% | 9,209 | $5.4M |
| Luken Investment Analytics, LLC | 2.51% | Add +0.3% | 9,203 | $5.4M |
| Peak Asset Management, LLC | 1.00% | Reduce -2.7% | 9,178 | $5.4M |
| B.O.S.S. Retirement Advisors, LLC | 1.51% | Add +370.8% | 9,175 | $5.4M |
| LVZ, Inc. | 0.69% | Reduce -4.8% | 9,169 | $5.4M |
| DKM Wealth Management, Inc. | 5.11% | — | 9,151 | $5.4M |
| Three Seasons Wealth, LLC | 2.62% | Reduce -11.1% | 9,148 | $5.4M |
| Beacon Bank & Trust | 1.25% | Reduce -1.9% | 9,148 | $5.4M |
| Wooster Corthell Wealth Management, Inc. | 1.17% | Reduce -1.3% | 9,140 | $5.4M |
| EFG Asset Management (Americas) Corp. | 1.05% | Add +2.3% | 9,131 | $5.4M |
| World Equity Group, Inc. | 1.15% | Add +21.8% | 9,119 | $5.4M |
| Maripau Wealth Management LLC | 3.18% | Reduce -30.2% | 9,112 | $5.4M |
| Larson Financial Group LLC | 0.28% | Reduce -3.9% | 9,104 | $5.4M |
| HTLF Bank | 0.60% | Reduce -6.6% | 9,050 | $5.3M |
| Defined Wealth Management, LLC | 3.52% | Reduce -0.1% | 9,024 | $5.3M |
| Nemes Rush Group LLC | 0.65% | Add +6.8% | 8,974 | $5.3M |
| TCTC Holdings, LLC | 0.19% | No change | 8,970 | $5.3M |
| Nicholas Hoffman & Company, LLC. | 0.21% | Add +0.2% | 8,959 | $5.3M |
| Tyche Wealth Partners LLC | 1.11% | Add +7.4% | 8,944 | $5.3M |
| Private Wealth Partners, LLC | 0.40% | Reduce -0.2% | 8,942 | $5.3M |
| Vawter Financial, Ltd. | 3.16% | Reduce -2.0% | 8,940 | $5.3M |
| Clayton Financial Group LLC | 1.89% | Add +4.5% | 8,928 | $5.3M |
| Sfm, LLC | 3.70% | Add +0.7% | 8,908 | $5.2M |
| Sonoma Private Wealth LLC | 8.44% | Reduce -2.3% | 8,886 | $5.2M |
| Idaho Trust Co | 2.63% | Reduce -13.7% | 8,877 | $5.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +90.7% | 8,853 | $5.2M |
| Wealthgarden F.S. LLC | 4.86% | Reduce -4.6% | 8,828 | $5.2M |
| Daner Wealth Management, LLC | 3.81% | — | 8,542 | $5.2M |
| Financial Council, LLC | 2.67% | Reduce -0.3% | 8,803 | $5.2M |
| Wintrust Investments LLC | 4.53% | Add +8.4% | 8,744 | $5.1M |
| Meridian Wealth Partners, LLC | 0.78% | Reduce -3.7% | 8,726 | $5.1M |
| Rockwood Wealth Management, LLC | 0.55% | Add +17.9% | 8,682 | $5.1M |
| Cornerstone Partners Capital Management, LLC | 10.96% | Reduce -9.3% | 8,704 | $5.1M |
| Moneda S.A. Administradora General de Fondos | 5.33% | No change | 8,700 | $5.1M |
| BOS Asset Management, LLC | 1.84% | Reduce -0.6% | 8,697 | $5.1M |
| Kwmg, LLC | 0.53% | Reduce -0.8% | 8,695 | $5.1M |
| Ewa, LLC | 1.91% | Add +8.1% | 8,645 | $5.1M |
| Optiver Holding B.V. | 0.16% | New | 8,625 | $5.1M |
| Magnus Financial Group LLC | 0.49% | Add +9.9% | 8,616 | $5.1M |
| Confluence Wealth Services, Inc. | 0.33% | Reduce -38.5% | 8,192 | $5.0M |
| Community Trust & Investment Co. | 0.31% | New | 8,516 | $5.0M |
| Forum Financial Management, LP | 0.08% | Add +1.9% | 8,515 | $5.0M |
| Allen Capital Group, LLC | 0.61% | Reduce -0.0% | 8,494 | $5.0M |
| Portside Wealth Group, LLC | 0.83% | Add +14.7% | 8,490 | $5.0M |
| Bear Mountain Capital, Inc. | 1.94% | Reduce -0.1% | 8,128 | $5.0M |
| Fiduciary Group, LLC | 0.50% | Reduce -4.5% | 8,443 | $5.0M |
| Carrera Capital Advisors | 1.16% | Reduce -24.4% | 8,423 | $5.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +11.5% | 8,423 | $5.0M |
| ZEGA Investments, LLC | 1.46% | — | 8,060 | $4.9M |
| Pinnacle Wealth Planning Services, Inc. | 0.74% | Add +0.5% | 8,357 | $4.9M |
| Black Diamond Financial, LLC | 0.74% | Add +46.5% | 8,353 | $4.9M |
| Stockman Wealth Management, Inc. | 0.77% | Add +0.4% | 8,353 | $4.9M |
| Signet Financial Management, LLC | 0.63% | Add +2.1% | 8,348 | $4.9M |
| Antonelli Financial Advisors, LLC | 4.15% | — | 8,342 | $4.9M |
| Jamison Private Wealth Management, Inc. | 0.72% | Add +4.7% | 8,328 | $4.9M |
| Everpar Advisors LLC | 2.47% | Add +6.9% | 8,322 | $4.9M |
| Blue Bell Private Wealth Management, LLC | 0.93% | Add +1.3% | 8,316 | $4.9M |
| Cassaday & Co Wealth Management LLC | 0.13% | Add +9.4% | 8,310 | $4.9M |
| Empowered Funds, LLC | 0.07% | Add +35.7% | 8,292 | $4.9M |
| Coppell Advisory Solutions LLC | 0.68% | Reduce -14.5% | 8,259 | $4.9M |
| Macroview Investment Management LLC | 4.95% | Add +24.1% | 8,286 | $4.9M |
| Raleigh Capital Management Inc. | 1.87% | Reduce -33.1% | 8,253 | $4.9M |
| Equitable Trust Co. | 0.27% | New | 8,248 | $4.9M |
| Seven Springs Wealth Group, LLC | 1.85% | Reduce -0.7% | 8,222 | $4.8M |
| Manchester Capital Management LLC | 0.56% | No change | 8,194 | $4.8M |
| Eagle Bay Advisors LLC | 3.03% | Reduce -18.1% | 8,178 | $4.8M |
| Redhawk Wealth Advisors, Inc. | 0.65% | Reduce -1.9% | 8,161 | $4.8M |
| Franklin, Parlapiano, Turner & Welch, LLC | 1.30% | Add +0.7% | 8,144 | $4.8M |
| Access Financial Services, Inc. | 2.14% | Reduce -0.1% | 8,143 | $4.8M |
| Raab & Moskowitz Asset Management LLC | 1.18% | Reduce -0.3% | 8,138 | $4.8M |
| Shorepath Capital Management LLC | 3.43% | Reduce -1.3% | 8,137 | $4.8M |
| Fortis Group Advisors, LLC | 0.89% | Add +64.3% | 8,135 | $4.8M |
| FAS Wealth Partners, Inc. | 0.40% | Reduce -0.1% | 8,125 | $4.8M |
| Accelerate Investment Advisors LLC | 4.21% | Add +11.4% | 8,116 | $4.8M |
| SeaBridge Investment Advisors LLC | 1.00% | New | 8,108 | $4.8M |
| Northeast Investment Management | 0.21% | Add +6.8% | 8,097 | $4.8M |
| Stokes Family Office, LLC | 0.51% | Add +0.9% | 8,075 | $4.8M |
| NBT Bank, N.A. | 0.33% | Reduce -3.1% | 8,072 | $4.8M |
| Ellis Investment Partners, LLC | 0.94% | Add +2.2% | 8,071 | $4.8M |
| M3 Advisory Group, LLC | 3.40% | Add +3.6% | 8,069 | $4.8M |
| Leo Wealth, LLC | 0.43% | Reduce -0.8% | 8,059 | $4.7M |
| Schmidt P J Investment Management Inc. | 0.82% | Reduce -0.2% | 8,046 | $4.7M |
| Stephen J. Garry & Associates, LLC | 4.37% | Reduce -1.6% | 8,045 | $4.7M |
| TRUE Private Wealth Advisors | 0.57% | Reduce -40.1% | 8,037 | $4.7M |
| Asset Planning Corporation | 2.96% | Add +0.0% | 8,022 | $4.7M |
| HRT Financial LP | 0.02% | Add +135.0% | 8,023 | $4.7M |
| Lifeworks Advisors, LLC | 0.85% | Reduce -1.1% | 8,001 | $4.7M |
| Thompson David Blair | 3.43% | — | 8,001 | $4.7M |
| Alpha Advisors, LLC | 4.85% | — | 7,993 | $4.7M |
| Paces Ferry Wealth Advisors, LLC | 2.28% | Add +1.0% | 7,978 | $4.7M |
| Comprehensive Financial Planning, Inc. | 3.96% | — | 7,965 | $4.7M |
| WJ Wealth Management, LLC | 1.61% | Reduce -0.7% | 7,944 | $4.7M |
| Measured Wealth Private Client Group, LLC | 1.51% | Reduce -2.8% | 7,941 | $4.7M |
| Triglav Investments, D.O.O. | 0.37% | — | 7,934 | $4.7M |
| 49 Wealth Management, LLC | 0.67% | Reduce -3.4% | 7,931 | $4.7M |
| Schorn Wealth LLC | 1.51% | Add +4.4% | 7,874 | $4.6M |
| Infinity Wealth Counsel, LLC | 4.94% | — | 7,859 | $4.6M |
| Quest 10 Wealth Builders, Inc. | 4.60% | — | 7,848 | $4.6M |
| Dana Investment Advisors, Inc. | 0.15% | Reduce -0.2% | 7,835 | $4.6M |
| Mitchell Capital Management Co. | 0.81% | Reduce -5.3% | 7,814 | $4.6M |
| Aufman Associates Inc | 3.10% | Reduce -0.6% | 7,809 | $4.6M |
| Trivium Point Advisory, LLC | 0.58% | Add +70.3% | 7,809 | $4.6M |
| Auxano Advisors, LLC | 1.16% | Add +1.1% | 7,807 | $4.6M |
| Bison Wealth, LLC | 1.01% | Add +24.0% | 7,799 | $4.6M |
| Bluespring Wealth Management, LLC | 0.47% | Reduce -1.1% | 7,746 | $4.6M |
| Journey Advisory Group, LLC | 0.54% | No change | 8,290 | $4.5M |
| Stegner Investment Associates Inc. | 2.98% | Add +1.4% | 7,658 | $4.5M |
| Boston Family Office LLC | 0.31% | Reduce -4.7% | 7,658 | $4.5M |
| Weaver Consulting Group | 1.39% | Reduce -0.6% | 7,657 | $4.5M |
| Dentgroup LLC | 3.44% | Reduce -0.6% | 7,651 | $4.5M |
| Lincoln Capital Corp. | 1.86% | Reduce -1.4% | 7,650 | $4.5M |
| Stone Summit Wealth LLC | 1.50% | Add +5.2% | 7,591 | $4.5M |
| Edmond DE Rothschild Holding S.A. | 0.08% | Add +91.7% | 7,571 | $4.5M |
| Sage Capital Advisors,llc | 1.16% | Reduce -1.3% | 7,569 | $4.5M |
| Frontier Asset Management, LLC | 1.47% | Reduce -71.2% | 7,539 | $4.4M |
| Beverly Hills Private Wealth, LLC | 0.90% | Add +8.0% | 7,512 | $4.4M |
| Ruggaard & Associates LLC | 1.94% | Reduce -0.6% | 7,509 | $4.4M |
| Hollow Brook Wealth Management LLC | 1.35% | Reduce -0.8% | 7,485 | $4.4M |
| New England Private Wealth Advisors LLC | 0.70% | Add +0.8% | 7,465 | $4.4M |
| AA Financial Advisors, LLC | 1.17% | Reduce -1.2% | 7,451 | $4.4M |
| HM Payson & Co. | 0.07% | Add +1.0% | 7,431 | $4.4M |
| MAS Advisors LLC | 7.33% | Add +753.5% | 7,425 | $4.4M |
| Glassman Wealth Services | 0.74% | Add +1.2% | 7,423 | $4.4M |
| Parkside Financial Bank & Trust | 0.58% | Add +4.6% | 7,422 | $4.4M |
| Enterprise Bank & Trust Co | 1.44% | Add +1.6% | 7,418 | $4.4M |
| Triumph Capital Management | 1.49% | Reduce -3.1% | 7,403 | $4.4M |
| Sei Investments Co. | 0.01% | Add +1.0% | 7,393 | $4.4M |
| Galvin, Gaustad & Stein, LLC | 0.39% | Reduce -16.6% | 7,367 | $4.3M |
| Gemmer Asset Management LLC | 0.43% | Add +2.2% | 7,348 | $4.3M |
| Gitterman Wealth Management, LLC | 1.81% | Add +0.0% | 7,346 | $4.3M |
| Maiden Cove Capital, LLC | 6.61% | Reduce -10.5% | 7,339 | $4.3M |
| Geller Advisors LLC | 0.28% | No change | 7,338 | $4.3M |
| 2UniFi Bank | 2.88% | — | 7,338 | $4.3M |
| PGIM Custom Harvest LLC | 0.08% | Add +40.3% | 7,336 | $4.3M |
| Marex Group Ltd | 0.07% | New | 7,328 | $4.3M |
| Aaron Wealth Advisors LLC | 0.50% | Add +0.3% | 7,304 | $4.3M |
| Edgemoor Investment Advisors, Inc. | 0.38% | Reduce -0.0% | 7,298 | $4.3M |
| Gallagher Fiduciary Advisors, LLC | 0.84% | Add +13.9% | 7,296 | $4.3M |
| Centricity Wealth Management, LLC | 4.01% | — | 7,294 | $4.3M |
| Sepio Capital, LP | 0.34% | Add +11.0% | 7,271 | $4.3M |
| LaSalle St. Investment Advisors, LLC | 1.32% | Add +35.7% | 7,232 | $4.3M |
| Howard Financial Services, LTD. | 0.58% | Add +51.2% | 7,224 | $4.3M |
| Full Sail Capital, LLC | 0.27% | Add +20.1% | 7,222 | $4.3M |
| Jackson, Grant Investment Advisers, Inc. | 1.63% | Reduce -1.0% | 7,205 | $4.2M |
| Arlington Trust Co LLC | 0.89% | No change | 7,170 | $4.2M |
| Edgestream Partners, L.P. | 0.18% | Reduce -50.5% | 7,159 | $4.2M |
| Marietta Wealth Management, LLC | 0.60% | Reduce -0.7% | 7,154 | $4.2M |
| Intelligent Financial Strategies | 2.32% | Reduce -2.8% | 7,131 | $4.2M |
| HUB Investment Partners, LLC | 0.18% | Reduce -6.5% | 7,127 | $4.2M |
| Rinkey Investments | 1.34% | Add +0.4% | 7,114 | $4.2M |
| First Financial Bankshares Inc | 0.09% | Add +17.7% | 7,106 | $4.2M |
| DRW Securities, LLC | 0.28% | New | 7,103 | $4.2M |
| Madison Asset Management, LLC | 0.05% | Reduce -2.1% | 7,101 | $4.2M |
| Madison Investment Advisors, LLC | 0.05% | — | 7,101 | $4.2M |
| Stage Harbor Financial, LLC | 3.63% | No change | 7,095 | $4.2M |
| Thrive Wealth Management, LLC | 0.75% | Add +26.1% | 7,085 | $4.2M |
| Sprinkle Financial Consultants LLC | 2.84% | Reduce -1.4% | 7,084 | $4.2M |
| Legacy Advisory Services, LLC | 3.55% | Reduce -14.2% | 7,081 | $4.2M |
| Cornell Pochily Investment Advisors, Inc. | 1.45% | Add +1.2% | 7,078 | $4.2M |
| Tudor Financial Inc. | 2.43% | Add +2.2% | 7,066 | $4.2M |
| WESPAC Advisors, LLC | 3.06% | Add +8.8% | 7,064 | $4.2M |
| Plum Street Advisors, LLC | 2.05% | Reduce -3.1% | 7,064 | $4.2M |
| JTC Employer Solutions Trustee Ltd | 0.29% | No change | 7,026 | $4.2M |
| Prostatis Group LLC | 1.21% | Add +30.9% | 7,054 | $4.2M |
| Atlas Brown,Inc. | 1.42% | Add +3.0% | 7,046 | $4.1M |
| Davidson Trust Co. | 2.13% | Add +5.7% | 7,042 | $4.1M |
| Foresight Capital Management Advisors, Inc. | 2.43% | Reduce -0.5% | 7,029 | $4.1M |
| Bulltick Wealth Management, LLC | 0.97% | Reduce -45.2% | 7,001 | $4.1M |
| Oakwell Private Wealth Management, LLC | 1.15% | No change | 6,979 | $4.1M |
| NorthCrest Asset Manangement, LLC | 0.12% | Add +79.5% | 6,938 | $4.1M |
| Napa Wealth Management | 1.76% | Add +74.4% | 6,936 | $4.1M |
| Premier Path Wealth Partners, LLC | 0.62% | Add +1.2% | 6,889 | $4.1M |
| Keel Point, LLC | 0.32% | Add +45.2% | 6,886 | $4.1M |
| Hemington Wealth Management | 1.02% | Add +8.9% | 6,880 | $4.0M |
| Old Mission Investment Co LLC | 1.21% | Reduce -10.2% | 6,877 | $4.0M |
| WNY Asset Management, LLC | 0.50% | Add +17.1% | 6,871 | $4.0M |
| Tufton Capital Management | 0.77% | Add +3.7% | 6,870 | $4.0M |
| RHS Financial, LLC | 2.09% | Reduce -3.0% | 6,864 | $4.0M |
| St. Johns Investment Management Company, LLC | 1.88% | Reduce -0.9% | 6,856 | $4.0M |
| Cim, LLC | 0.57% | Add +0.2% | 6,831 | $4.0M |
| Carret Asset Management, LLC | 0.44% | Reduce -0.6% | 6,826 | $4.0M |
| Zacks Investment Management | 0.04% | Add +1.6% | 6,821 | $4.0M |
| Kera Capital Partners, Inc. | 1.15% | — | 6,794 | $4.0M |
| Savvy Advisors, Inc. | 0.48% | Add +28.0% | 6,783 | $4.0M |
| Insight Advisors, LLC/ PA | 0.68% | No change | 6,747 | $4.0M |
| Romano Brothers and Company | 0.50% | Add +2.9% | 6,773 | $4.0M |
| Hutchens & Kramer Investment Management Group, LLC | 2.16% | Reduce -18.6% | 6,769 | $4.0M |
| Colony Family Offices, LLC | 1.25% | Add +15.4% | 6,746 | $4.0M |
| VestGen Investment Management | 1.08% | Reduce -15.3% | 6,720 | $4.0M |
| Forte Capital LLC | 0.44% | Reduce -4.6% | 6,718 | $4.0M |
| Lion Street Advisors, LLC | 1.26% | Add +5.6% | 6,715 | $4.0M |
| Leeward Financial Partners, LLC | 1.41% | Add +3.8% | 6,714 | $4.0M |
| Uptick Partners, LLC | 1.43% | Reduce -3.4% | 6,713 | $4.0M |
| Warm Springs Advisors Inc. | 3.64% | — | 6,663 | $3.9M |
| Opulen Financial Group LLC | 3.56% | — | 6,656 | $3.9M |
| Helium Advisors LLC | 3.10% | — | 6,654 | $3.9M |
| Sonata Capital Group Inc. | 1.62% | Add +0.1% | 6,641 | $3.9M |
| Straight Path Wealth Management | 1.55% | Add +0.4% | 6,637 | $3.9M |
| Milestone Asset Management Group, LLC | 3.49% | — | 6,631 | $3.9M |
| Richard W. Paul & Associates, LLC | 1.42% | Reduce -1.7% | 6,630 | $3.9M |
| Harvey Capital Management Inc. | 0.92% | No change | 6,624 | $3.9M |
| Trust Co of the South | 0.79% | Add +1.4% | 6,617 | $3.9M |
| Michels Family Financial, LLC | 3.56% | — | 6,599 | $3.9M |
| First United Bank & Trust | 1.41% | Add +0.2% | 6,575 | $3.9M |
| Triune Financial Partners, LLC | 1.21% | Reduce -0.4% | 6,543 | $3.9M |
| Financial Perspectives, Inc | 1.29% | Add +7.5% | 6,535 | $3.8M |
| Ameriflex Group, Inc. | 1.76% | — | 6,344 | $3.8M |
| CWA Asset Management Group, LLC | 0.19% | Add +69.5% | 6,512 | $3.8M |
| Traynor Capital Management, Inc. | 0.30% | Reduce -5.3% | 6,511 | $3.8M |
| Asset Dedication, LLC | 0.30% | Add +0.5% | 6,498 | $3.8M |
| MIdWestOne Financial Group, Inc. | 0.54% | Reduce -7.1% | 6,492 | $3.8M |
| First County Bank | 2.13% | Add +0.5% | 6,490 | $3.8M |
| Arista Wealth Management, LLC | 0.91% | Add +0.0% | 6,481 | $3.8M |
| Investors Research Corp | 0.84% | No change | 6,468 | $3.8M |
| ZWJ Investment Counsel Inc. | 0.16% | Reduce -22.7% | 6,465 | $3.8M |
| Hill Island Financial LLC | 1.11% | Add +0.7% | 6,463 | $3.8M |
| First Bancorp, Inc | 2.60% | Reduce -0.9% | 6,452 | $3.8M |
| Flywheel Private Wealth LLC | 3.49% | — | 6,449 | $3.8M |
| Oldfather Financial Services, LLC | 1.44% | Reduce -0.3% | 6,442 | $3.8M |
| Strid Group, LLC | 0.59% | Reduce -6.1% | 6,430 | $3.8M |
| Security Benefit Life Insurance Co. | 1.25% | No change | 6,400 | $3.8M |
| Hilltop Holdings Inc. | 0.24% | Add +43.5% | 6,394 | $3.8M |
| Sofi Wealth, LLC | 0.26% | New | 6,362 | $3.7M |
| Merkkuri Wealth Advisors LLC | 2.96% | Reduce -10.8% | 6,361 | $3.7M |
| Lyell Wealth Management, LP | 0.34% | No change | 6,352 | $3.7M |
| Clifford Swan Investment Counsel LLC | 0.13% | No change | 6,351 | $3.7M |
| Keystone Financial Services, LLC | 3.43% | — | 6,348 | $3.7M |
| New Age Alpha Advisors, LLC | 0.15% | New | 6,317 | $3.7M |
| Cassady Schiller Wealth Management, LLC | 1.36% | Reduce -3.4% | 6,314 | $3.7M |
| Sage Financial Group Inc. | 0.30% | Add +6.5% | 6,308 | $3.7M |
| GAMMA Investing LLC | 0.32% | Add +33.1% | 6,289 | $3.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -3.6% | 6,280 | $3.7M |
| Maxele Advisors, LLC | 3.51% | — | 6,247 | $3.7M |
| Paladin Advisory Group, LLC | 2.81% | Add +3.2% | 6,239 | $3.7M |
| Oakworth Capital, Inc. | 0.25% | Add +12.4% | 6,220 | $3.7M |
| CoreFirst Bank & Trust | 2.17% | Reduce -10.4% | 6,215 | $3.7M |
| Medallion Wealth Advisors, LLC | 1.81% | — | 6,210 | $3.7M |
| Fullcircle Wealth LLC | 1.49% | Reduce -2.9% | 5,947 | $3.6M |
| WestHill Financial Advisors, Inc. | 0.82% | Reduce -7.0% | 6,185 | $3.6M |
| South Plains Financial, Inc. | 2.77% | — | 6,163 | $3.6M |
| Efficient Advisors, LLC | 0.23% | Reduce -12.8% | 6,151 | $3.6M |
| Hi-Line Capital Management, LLC | 1.57% | New | 6,110 | $3.6M |
| Condor Capital Management | 0.32% | Reduce -4.2% | 6,101 | $3.6M |
| Optima Capital LLC | 2.47% | — | 6,090 | $3.6M |
| Mason & Associates, LLC | 1.07% | Reduce -1.7% | 6,082 | $3.6M |
| Clarkston Capital Partners, LLC | 0.07% | Reduce -7.6% | 6,055 | $3.6M |
| Global View Capital Management LLC | 1.25% | — | 6,067 | $3.6M |
| Advyzon Investment Management, LLC | 1.37% | — | 6,021 | $3.5M |
| Facet Wealth, Inc. | 0.09% | Reduce -13.0% | 5,870 | $3.5M |
| Legal & General Group Plc | 0.00% | Reduce -80.0% | 6,005 | $3.5M |
| Absolute Capital Management, LLC | 1.95% | Reduce -8.8% | 5,977 | $3.5M |
| Goodman Financial Corp | 0.75% | Reduce -0.4% | 5,964 | $3.5M |
| McIlrath & Eck, LLC | 0.44% | Reduce -2.3% | 5,911 | $3.5M |
| UNIVEST FINANCIAL Corp | 0.22% | Add +0.8% | 5,907 | $3.5M |
| Woodley Farra Manion Portfolio Management Inc. | 0.17% | Add +6.7% | 5,898 | $3.5M |
| First Business Financial Services, Inc. | 0.34% | No change | 5,873 | $3.5M |
| Stenger Family Office, LLC | 1.17% | — | 5,845 | $3.4M |
| Liberty Capital Management, Inc. | 0.76% | Add +11.3% | 5,839 | $3.4M |
| Rathbones Group PLC | 0.02% | Add +0.1% | 5,811 | $3.4M |
| Tranquility Partners, LLC | 1.28% | Add +1.6% | 5,797 | $3.4M |
| Private Portfolio Partners LLC | 0.63% | Add +3.6% | 5,789 | $3.4M |
| Intrua Financial, LLC | 0.55% | Add +6.8% | 5,782 | $3.4M |
| Two West Capital Advisors LLC | 2.92% | Add +8.3% | 5,780 | $3.4M |
| Atlatl Advisers LLC | 1.99% | — | 5,767 | $3.4M |
| Alta Wealth Advisors LLC | 1.49% | Add +27.1% | 5,767 | $3.4M |
| West Paces Advisors Inc. | 0.83% | Add +2.7% | 5,758 | $3.4M |
| NYL Investors LLC | 0.31% | New | 5,721 | $3.4M |
| Valley National Advisers Inc. | 0.60% | Add +1.9% | 5,720 | $3.4M |
| Financial Gravity Companies, Inc. | 0.77% | Reduce -12.1% | 5,713 | $3.4M |
| Schneider Downs Wealth Management Advisors, LP | 0.63% | Reduce -0.3% | 5,702 | $3.4M |
| Prudent Man Advisors, LLC | 1.22% | Reduce -3.2% | 5,684 | $3.3M |
| Aspen Investment Management Inc | 1.55% | Reduce -0.8% | 5,682 | $3.3M |
| First National Corp. /Ma/ | 0.76% | Add +6.9% | 5,682 | $3.3M |
| Morningstar Investment Services LLC | 0.30% | Reduce -96.2% | 5,681 | $3.3M |
| Warner Financial, Inc. | 1.44% | Reduce -5.4% | 5,677 | $3.3M |
| Alaethes Wealth, LLC | 1.19% | Add +11.8% | 5,677 | $3.3M |
| SilverOak Wealth Management LLC | 0.72% | Add +1.1% | 5,649 | $3.3M |
| Novus Advisors, LLC | 3.31% | — | 5,645 | $3.3M |
| Sage Mountain Advisors LLC | 0.24% | Add +30.8% | 5,645 | $3.3M |
| Harbour Capital Advisors, LLC | 0.74% | Reduce -0.5% | 5,584 | $3.3M |
| Redwood Wealth Management Group, LLC | 1.62% | Reduce -2.4% | 5,638 | $3.3M |
| Frank, Rimerman Advisors LLC | 0.24% | No change | 5,609 | $3.3M |
| Capital Advantage, Inc. | 0.60% | New | 5,605 | $3.3M |
| Evanson Asset Management, LLC | 0.23% | Reduce -2.1% | 5,596 | $3.3M |
| Newport Capital Group, LLC | 2.43% | Reduce -18.6% | 5,593 | $3.3M |
| Spirepoint Private Client, LLC | 0.41% | Add +3.7% | 5,586 | $3.3M |
| Investment Partners, LTD. | 1.35% | Reduce -5.9% | 5,581 | $3.3M |
| Koesten, Hirschmann & Crabtree, INC. | 1.88% | Reduce -1.8% | 5,570 | $3.3M |
| Rockland Trust Co. | 0.17% | Add +6.7% | 5,570 | $3.3M |
| First Western Trust Bank | 0.15% | Reduce -0.5% | 5,563 | $3.3M |
| Mattern Wealth Management LLC | 0.72% | Reduce -1.3% | 5,558 | $3.3M |
| Alterna Wealth Management, Inc. | 2.76% | Reduce -22.7% | 5,551 | $3.3M |
| M1 Capital Management LLC | 1.76% | — | 5,546 | $3.3M |
| Legacy Financial Advisors, Inc. | 0.54% | Reduce -6.6% | 5,531 | $3.3M |
| Aspire Private Capital, LLC | 0.81% | Reduce -5.7% | 5,529 | $3.3M |
| Lifelong Wealth Advisors, Inc. | 1.46% | — | 5,523 | $3.3M |
| Ipswich Investment Management Co., Inc. | 0.78% | Add +2.3% | 5,520 | $3.2M |
| Schnieders Capital Management LLC | 0.65% | Add +0.2% | 5,517 | $3.2M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +13.7% | 5,498 | $3.2M |
| WealthPlan Investment Management, LLC | 0.32% | Add +8.0% | 5,492 | $3.2M |
| Elevated Capital Advisors, LLC | 0.88% | Reduce -25.8% | 5,484 | $3.2M |
| Sound View Wealth Advisors Group, LLC | 0.26% | Reduce -1.7% | 5,463 | $3.2M |
| Hughes Financial Services, LLC | 0.66% | — | 5,458 | $3.2M |
| Procyon Advisors, LLC | 0.20% | Add +0.9% | 5,409 | $3.2M |
| Resurgent Financial Advisors LLC | 1.88% | Reduce -3.0% | 5,394 | $3.2M |
| CVFG LLC | 2.90% | — | 5,393 | $3.2M |
| Canandaigua National Bank & Trust Co. | 0.31% | Add +3.9% | 5,391 | $3.2M |
| CWS Financial Advisors, LLC | 1.03% | Reduce -0.5% | 5,382 | $3.2M |
| Arax Advisory Partners | 0.20% | Add +110.3% | 5,379 | $3.2M |
| Curbstone Financial Management Corp | 0.67% | Add +1.9% | 5,362 | $3.2M |
| Donor Advised Charitable Giving, Inc. | 0.07% | Add +47.4% | 5,355 | $3.2M |
| BlueSky Wealth Advisors, LLC | 0.49% | Reduce -26.2% | 5,342 | $3.1M |
| Walled Lake Planning & Wealth Management, LLC | 1.17% | Add +3.5% | 5,339 | $3.1M |
| Arcadia Investment Advisors LLC | 1.71% | Reduce -4.7% | 5,336 | $3.1M |
| Valley Wealth Managers, Inc. | 0.23% | Reduce -11.9% | 5,335 | $3.1M |
| Global Financial Private Client, LLC | 1.18% | Reduce -2.2% | 5,324 | $3.1M |
| Community Financial Services Group, LLC | 0.62% | Reduce -66.6% | 5,311 | $3.1M |
| Topel & Distasi Wealth Management, LLC | 1.34% | Reduce -5.9% | 5,300 | $3.1M |
| Summit Financial Wealth Advisors, LLC | 0.61% | Reduce -0.1% | 5,190 | $3.1M |
| Arbor Trust Wealth Advisors, LLC | 1.46% | Reduce -3.5% | 5,291 | $3.1M |
| Biltmore Family Office, LLC | 0.52% | Reduce -0.2% | 5,272 | $3.1M |
| Segment Wealth Management, LLC | 0.21% | Add +0.1% | 5,264 | $3.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | No change | 5,245 | $3.1M |
| Global Strategic Investment Solutions, LLC | 0.36% | Add +0.3% | 5,242 | $3.1M |
| Mogy Joel R Investment Counsel Inc. | 0.18% | Add +0.4% | 5,229 | $3.1M |
| Centric Wealth Management | 0.83% | Reduce -4.5% | 5,229 | $3.1M |
| Palisade Capital Management, LP | 0.09% | Add +50.6% | 5,221 | $3.1M |
| Ridgepath Capital Management LLC | 1.42% | Reduce -34.3% | 5,221 | $3.1M |
| Encompass More Asset Management | 1.01% | New | 5,219 | $3.1M |
| Howard Wealth Management, LLC | 1.65% | Reduce -3.3% | 5,187 | $3.1M |
| Anchor Pointe Wealth Management, LLC | 3.96% | — | 5,159 | $3.0M |
| Fisher Asset Management | 0.00% | Reduce -10.2% | 5,178 | $3.0M |
| Everhart Financial Group, Inc. | 0.63% | Add +0.3% | 5,177 | $3.0M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.05% | New | 5,167 | $3.0M |
| Fiduciary Management Inc. | 0.03% | Add +458.6% | 5,167 | $3.0M |
| Pettyjohn, Wood & White, Inc. | 0.56% | Reduce -1.4% | 5,163 | $3.0M |
| Worth Financial Advisory Group, LLC | 1.87% | Reduce -3.9% | 5,160 | $3.0M |
| Chilton Capital Management LLC | 0.13% | Reduce -21.5% | 5,157 | $3.0M |
| Barnes Pettey Financial Advisors, LLC | 2.31% | Add +23.4% | 5,148 | $3.0M |
| Peninsula Wealth, LLC | 0.52% | Reduce -7.1% | 5,145 | $3.0M |
| Benchmark Financial Wealth Advisors, LLC | 0.97% | Add +73.3% | 5,133 | $3.0M |
| New Republic Capital, LLC | 1.97% | Reduce -6.2% | 5,130 | $3.0M |
| Cidel Asset Management Inc. | 0.20% | No change | 5,096 | $3.0M |
| Cowa, LLC | 1.46% | Add +4.8% | 5,090 | $3.0M |
| Cahill Financial Advisors Inc. | 0.41% | Add +0.7% | 5,083 | $3.0M |
| Centaurus Financial, Inc. | 0.18% | Add +14.6% | 5,070 | $3.0M |
| Sterling Wealth Advisors Inc | 2.34% | — | 5,057 | $3.0M |
| Lansing Street Advisors | 1.03% | Reduce -29.0% | 5,040 | $3.0M |
| Northwest Capital Management Inc | 1.26% | Reduce -6.4% | 5,011 | $2.9M |
| Florida Trust Wealth Management Co | 0.09% | Add +13.3% | 5,006 | $2.9M |
| Titleist Asset Management, LLC | 0.34% | Add +3.7% | 5,001 | $2.9M |
| Caldwell Sutter Capital, Inc. | 1.37% | Reduce -0.2% | 4,999 | $2.9M |
| GW&K Investment Management, LLC | 0.03% | Add +50.4% | 4,993 | $2.9M |
| Corrigan Financial, Inc. | 0.67% | Reduce -3.5% | 4,983 | $2.9M |
| Arcadia Investment Management Corp. | 0.47% | No change | 4,964 | $2.9M |
| Ascentis Independent Advisors | 0.56% | Reduce -28.8% | 4,953 | $2.9M |
| MB Generational Wealth, LLC | 2.14% | No change | 4,952 | $2.9M |
| Kohmann Bosshard Financial Services, LLC | 0.35% | Add +3.0% | 4,949 | $2.9M |
| Paulson Wealth Management Inc. | 0.79% | Reduce -0.9% | 4,939 | $2.9M |
| Melfa Wealth Management, Inc. | 1.94% | Reduce -1.3% | 4,933 | $2.9M |
| Appleton Partners Inc. | 0.21% | Reduce -3.5% | 4,933 | $2.9M |
| Rothschild & Co Wealth Management UK Ltd | 0.05% | No change | 4,929 | $2.9M |
| Austin Private Wealth, LLC | 0.27% | Reduce -10.5% | 4,925 | $2.9M |
| Birmingham Capital Management Co. Inc. | 1.07% | Reduce -25.6% | 4,908 | $2.9M |
| Kavar Capital Partners Group, LLC | 0.49% | Add +0.8% | 4,890 | $2.9M |
| Triton Financial Group Inc | 1.80% | Reduce -1.6% | 4,885 | $2.9M |
| Gratus Wealth Advisors, LLC | 0.46% | Reduce -0.5% | 4,877 | $2.9M |
| American Financial Advisors, LLC | 0.40% | Add +0.6% | 4,876 | $2.9M |
| Clarity Capital Advisors, LLC | 1.92% | Add +0.3% | 4,872 | $2.9M |
| Napatree Capital LLC | 1.68% | Add +0.4% | 4,869 | $2.9M |
| Kagan Cocozza Asset Management | 2.38% | — | 4,865 | $2.9M |
| Trust Co of Tennessee | 0.95% | Add +0.8% | 4,846 | $2.9M |
| Fortis Capital Management LLC | 0.53% | Reduce -1.9% | 4,843 | $2.9M |
| Monograph Wealth Advisors, LLC | 0.38% | No change | 4,837 | $2.8M |
| First Manhattan Co. Llc. | 0.01% | Add +17.9% | 4,827 | $2.8M |
| Alerus Financial NA | 0.22% | Reduce -0.1% | 4,813 | $2.8M |
| United Capital Management of KS, Inc. | 0.51% | Reduce -7.6% | 4,802 | $2.8M |
| Hopwood Financial Services, Inc. | 2.14% | — | 4,797 | $2.8M |
| Israel Discount Bank of New York | 2.05% | Reduce -32.9% | 4,797 | $2.8M |
| Generation Capital Management LLC | 2.42% | — | 4,793 | $2.8M |
| Total Clarity Wealth Management, Inc. | 0.92% | Reduce -15.9% | 4,792 | $2.8M |
| Encompass Wealth Advisors, LLC | 1.14% | Add +23.7% | 4,790 | $2.8M |
| Castle Wealth Management LLC | 1.11% | Reduce -6.3% | 4,788 | $2.8M |
| Laurel Wealth Planning LLC | 1.81% | Reduce -6.0% | 4,774 | $2.8M |
| Sonora Investment Management Group, LLC | 0.22% | Reduce -1.6% | 4,771 | $2.8M |
| Wallace Advisory Group, LLC | 1.94% | Reduce -8.8% | 4,859 | $2.8M |
| Mengis Capital Management, Inc. | 0.58% | Reduce -0.4% | 4,758 | $2.8M |
| One Wealth Management Investment & Advisory Services, LLC | 4.43% | Reduce -2.1% | 4,749 | $2.8M |
| Independence Bank of Kentucky | 0.43% | Add +46.7% | 4,748 | $2.8M |
| Davis R M Inc. | 0.05% | Reduce -1.2% | 4,748 | $2.8M |
| Fsa Wealth Partners, Inc. | 0.65% | Reduce -71.7% | 4,731 | $2.8M |
| Aprio Wealth Management, LLC | 0.41% | Add +10.3% | 4,729 | $2.8M |
| Spartan Planning & Wealth Management | 2.54% | — | 4,725 | $2.8M |
| Darrow Company, Inc. | 1.61% | Reduce -0.3% | 4,718 | $2.8M |
| Moneco Advisors, LLC | 0.29% | Add +18.5% | 4,709 | $2.8M |
| FSM Wealth Advisors, LLC | 0.68% | Reduce -0.4% | 4,644 | $2.8M |
| Goodwin Investment Advisory | 1.45% | Reduce -1.0% | 4,690 | $2.8M |
| Gilliland Jeter Wealth Management LLC | 0.93% | Add +17.9% | 4,678 | $2.8M |
| SRH Advisors, LLC | 0.82% | No change | 4,677 | $2.8M |
| Meyer Handelman Co. | 0.10% | No change | 4,670 | $2.7M |
| Fortress Financial Solutions, LLC | 3.92% | — | 4,669 | $2.7M |
| Ackerman Capital Advisors, LLC | 0.72% | No change | 4,667 | $2.7M |
| Kathleen S. Wright Associates Inc. | 1.14% | Add +2.1% | 4,666 | $2.7M |
| Sage Rhino Capital LLC | 0.60% | No change | 4,665 | $2.7M |
| Tolleson Wealth Management, Inc. | 0.56% | No change | 4,656 | $2.7M |
| Discipline Wealth Solutions, LLC | 1.27% | Add +2.2% | 4,654 | $2.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | Reduce -3.1% | 4,654 | $2.7M |
| Mairs & Power Inc. | 0.03% | Reduce -4.7% | 4,651 | $2.7M |
| Glass Jacobson Investment Advisors llc | 0.90% | Add +1.5% | 4,641 | $2.7M |
| Bearing Point Capital, LLC | 0.57% | — | 4,633 | $2.7M |
| Obermeyer Wealth Partners | 0.14% | Add +1.5% | 4,627 | $2.7M |
| Park Capital Management, LLC / WI | 3.26% | — | 4,627 | $2.7M |
| GC Wealth Management RIA, LLC | 0.48% | Add +0.2% | 4,624 | $2.7M |
| Ehrlich Financial Group | 1.93% | Add +14.0% | 4,622 | $2.7M |
| Forefront Analytics, LLC | 1.26% | Reduce -6.1% | 4,611 | $2.7M |
| Centennial Bank | 1.27% | No change | 4,582 | $2.7M |
| Gallacher Capital Management LLC | 1.34% | Reduce -3.6% | 4,582 | $2.7M |
| REAP Financial Group, LLC | 0.67% | Reduce -1.9% | 4,573 | $2.7M |
| Pineridge Advisors LLC | 1.02% | Reduce -0.4% | 4,569 | $2.7M |
| Montgomery Investment Management Inc. | 1.06% | Add +9.6% | 4,565 | $2.7M |
| MBM Wealth Consultants, LLC | 0.80% | Reduce -1.6% | 4,572 | $2.7M |
| Smith Thornton Advisors LLC | 1.69% | Reduce -1.4% | 4,553 | $2.7M |
| GHP Investment Advisors, Inc. | 0.13% | Add +1.9% | 4,552 | $2.7M |
| Mesirow Institutional Investment Management, Inc. | 0.21% | Add +0.4% | 4,551 | $2.7M |
| Avantax Planning Partners, Inc. | 0.10% | Add +0.6% | 4,538 | $2.7M |
| Courage Miller Partners, LLC | 0.91% | Reduce -0.5% | 4,530 | $2.7M |
| Roxbury Financial LLC | 2.57% | — | 4,407 | $2.7M |
| Vigilare Wealth Management | 1.08% | Add +9.7% | 4,522 | $2.7M |
| Van Strum & Towne Inc. | 0.94% | Reduce -7.9% | 4,517 | $2.7M |
| Plancorp, LLC | 0.11% | Reduce -2.3% | 4,502 | $2.7M |
| Falcon Wealth Planning | 0.29% | Add +155.8% | 4,496 | $2.6M |
| Foster Dykema Cabot & Partners, LLC | 0.21% | Reduce -1.4% | 4,473 | $2.6M |
| Alteri Wealth LLC | 0.73% | — | 4,466 | $2.6M |
| Family Manage LLC | 0.42% | Add +6.4% | 4,444 | $2.6M |
| Kaydan Wealth Management, Inc. | 0.87% | Add +23.8% | 4,431 | $2.6M |
| Wealth Effects LLC | 0.93% | Add +0.3% | 4,431 | $2.6M |
| Empirical Asset Management, LLC | 0.86% | Add +34.5% | 4,429 | $2.6M |
| Hobart Private Capital, LLC | 0.65% | Reduce -2.6% | 4,419 | $2.6M |
| Flavin Financial Services, Inc. | 2.47% | — | 4,412 | $2.6M |
| Beck Mack & Oliver LLC | 0.05% | No change | 4,407 | $2.6M |
| Texas Yale Capital Corp. | 0.10% | No change | 4,391 | $2.6M |
| Financial Consulate, Inc. | 0.69% | Reduce -3.1% | 4,388 | $2.6M |
| Oxinas Partners, LLC | 1.51% | Add +0.3% | 4,385 | $2.6M |
| TD Asset Management Inc | 0.00% | Add +11.6% | 4,377 | $2.6M |
| Mainstream Capital Management LLC | 1.80% | Add +3.9% | 4,373 | $2.6M |
| Wealthcare Capital Management LLC | 0.26% | Reduce -13.6% | 4,373 | $2.6M |
| Firestone Capital Management | 0.64% | Add +4.7% | 4,371 | $2.6M |
| Breed's Hill Capital LLC | 1.34% | No change | 4,360 | $2.6M |
| Laurel Wealth Advisors LLC | 0.40% | Add +1.3% | 4,346 | $2.6M |
| Lane & Associates LLC | 1.32% | Reduce -6.6% | 4,217 | $2.5M |
| Islay Capital Management, LLC | 1.78% | Reduce -0.2% | 4,327 | $2.5M |
| PSI Advisors, LLC | 0.76% | Reduce -4.9% | 4,324 | $2.5M |
| FF Advisors,LLC | 1.75% | Reduce -16.1% | 4,191 | $2.5M |
| Francis Financial, Inc. | 0.65% | Add +31.8% | 4,323 | $2.5M |
| Blodgett Wealth Advisors, LLC | 2.00% | Add +12.3% | 4,323 | $2.5M |
| Private Capital Management, LLC | 0.27% | Reduce -1.4% | 4,321 | $2.5M |
| CapWealth Advisors, LLC | 0.28% | No change | 4,313 | $2.5M |
| HBW Advisory Services LLC | 0.26% | Add +23.5% | 4,308 | $2.5M |
| Beacon Financial Advisory LLC | 0.82% | Reduce -24.3% | 4,307 | $2.5M |
| Strategic Equity Management | 1.07% | Reduce -0.5% | 4,301 | $2.5M |
| Knightsbridge Asset Management, LLC | 0.59% | Add +0.3% | 4,289 | $2.5M |
| Creative Financial Designs Inc. | 0.21% | Add +6.0% | 4,288 | $2.5M |
| SOA Wealth Advisors, LLC. | 0.46% | Reduce -1.1% | 4,284 | $2.5M |
| Silvia McColl Wealth Management, LLC | 1.89% | No change | 4,275 | $2.5M |
| Magnolia Capital Advisors LLC | 0.65% | Add +7.2% | 4,267 | $2.5M |
| InTrack Investment Management Inc | 1.75% | Add +8.1% | 4,288 | $2.5M |
| Panoramic Investment Advisors, LLC | 1.63% | Add +1.7% | 4,254 | $2.5M |
| WPG Advisers, LLC | 2.32% | — | 4,239 | $2.5M |
| Founders Financial Alliance, LLC | 0.68% | Add +9.7% | 4,229 | $2.5M |
| CGN Advisors LLC | 0.24% | Add +133.2% | 4,224 | $2.5M |
| Almanack Investment Partners, LLC. | 0.38% | Reduce -0.0% | 4,216 | $2.5M |
| Lavaca Capital LLC | 1.09% | Add +27.9% | 4,207 | $2.5M |
| SK Wealth Management, LLC | 1.26% | Add +12.8% | 4,201 | $2.5M |
| Cullen/Frost Bankers, Inc. | 0.03% | Reduce -12.9% | 4,199 | $2.5M |
| Arlington Financial Advisors, LLC | 0.49% | Reduce -11.4% | 4,185 | $2.5M |
| StoneCrest Wealth Management, Inc. | 1.60% | Reduce -3.7% | 4,176 | $2.5M |
| Resources Management Corp. /CT/ | 0.34% | Reduce -1.6% | 4,174 | $2.5M |
| Talon Private Wealth, LLC | 0.51% | Reduce -0.3% | 4,166 | $2.5M |
| Central Bank & Trust Co. | 0.37% | Add +16.5% | 4,165 | $2.5M |
| HHM Wealth Advisors, LLC | 0.33% | Add +106.9% | 4,161 | $2.4M |
| SP Asset Management LLC | 0.20% | Add +6.7% | 4,153 | $2.4M |
| Roman Butler Fullerton & Co. | 0.78% | Add +0.0% | 4,055 | $2.4M |
| LGT Financial Advisors LLC | 5.38% | Add +8.4% | 4,129 | $2.4M |
| Patten & Patten Inc. | 0.16% | Add +0.1% | 4,122 | $2.4M |
| Jentner Corp | 0.71% | Add +11.7% | 4,121 | $2.4M |
| Oregon Pacific Wealth Management, LLC | 2.38% | — | 4,118 | $2.4M |
| Truvestments Capital LLC | 0.62% | Reduce -2.6% | 4,106 | $2.4M |
| Ironsides Asset Advisors, LLC | 0.69% | No change | 4,100 | $2.4M |
| Newton One Investments LLC | 0.93% | Add +66.8% | 4,100 | $2.4M |
| Opus Capital Group, LLC | 0.31% | Reduce -0.4% | 4,090 | $2.4M |
| Sanders Morris Harris LLC | 0.36% | Reduce -0.6% | 4,066 | $2.4M |
| Tru Independence Asset Management 2, LLC | 2.00% | Add +3.5% | 4,077 | $2.4M |
| Delta Financial Group, Inc. | 0.56% | New | 4,071 | $2.4M |
| United Advisor Group, LLC | 0.47% | Reduce -4.6% | 4,065 | $2.4M |
| Ceera Investments, LLC | 0.82% | Reduce -1.9% | 4,038 | $2.4M |
| Old North State Trust, LLC | 1.50% | Add +791.6% | 4,012 | $2.4M |
| Lincoln Capital LLC | 0.50% | Add +5.3% | 4,001 | $2.4M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.32% | Add +1.2% | 3,972 | $2.3M |
| Mayfair Advisory Group, LLC | 1.38% | Add +3.5% | 3,967 | $2.3M |
| North Berkeley Wealth Management, LLC | 2.37% | — | 3,963 | $2.3M |
| Key Financial Inc | 0.53% | Reduce -0.7% | 3,946 | $2.3M |
| Cobblestone Capital Advisors LLC | 0.13% | Reduce -0.1% | 3,941 | $2.3M |
| PMG Wealth Management, Inc. | 2.10% | — | 3,927 | $2.3M |
| Virtue Capital Management, LLC | 0.46% | Reduce -9.7% | 3,918 | $2.3M |
| ORBA Wealth Advisors, L.L.C. | 1.20% | Reduce -1.8% | 3,916 | $2.3M |
| W.H. Cornerstone Investments Inc. | 1.54% | Add +0.4% | 3,907 | $2.3M |
| Y.D. More Investments Ltd | 0.21% | Reduce -0.7% | 3,904 | $2.3M |
| Aspire Capital Advisors LLC | 0.66% | Add +0.1% | 3,902 | $2.3M |
| Rik Saylor Financial, Inc. | 2.12% | — | 3,899 | $2.3M |
| Woodmont Investment Counsel LLC | 0.17% | Add +1.6% | 3,892 | $2.3M |
| BNP Paribas | 0.03% | Add +55.7% | 3,881 | $2.3M |
| First PREMIER Bank | 0.58% | Reduce -10.1% | 3,871 | $2.3M |
| Seven Post Investment Office LP | 0.87% | No change | 3,860 | $2.3M |
| Accurate Wealth Management, LLC | 0.44% | Add +5.3% | 3,889 | $2.3M |
| Continental Investors Services, Inc. | 4.50% | Reduce -7.2% | 3,851 | $2.3M |
| Collective Family Office LLC | 0.62% | Reduce -0.2% | 3,849 | $2.3M |
| Cohen Capital Management, Inc. | 0.38% | Add +0.2% | 3,849 | $2.3M |
| KFG Wealth Management, LLC | 0.42% | Reduce -2.1% | 3,849 | $2.3M |
| ARS Investment Partners, LLC | 0.20% | Reduce -0.7% | 3,848 | $2.3M |
| Alpha Cubed Investments, LLC | 0.10% | Reduce -2.8% | 3,846 | $2.3M |
| Realta Investment Advisors | 0.93% | Reduce -5.1% | 3,801 | $2.3M |
| Baker Tilly Wealth Management, LLC | 0.89% | Reduce -5.2% | 3,837 | $2.3M |
| Angeles Wealth Management, LLC | 0.19% | Reduce -0.5% | 3,833 | $2.3M |
| LTG Capital LLC | 1.89% | Reduce -2.1% | 3,833 | $2.3M |
| Envision Financial LLC | 1.81% | — | 3,832 | $2.3M |
| Operose Advisors LLC | 0.77% | Reduce -2.4% | 3,831 | $2.3M |
| Schrum Private Wealth Management LLC | 1.90% | Add +107.4% | 3,812 | $2.2M |
| Intrust Bank NA | 0.23% | Add +1.3% | 3,801 | $2.2M |
| Essex LLC | 0.47% | Reduce -1.3% | 3,782 | $2.2M |
| Denver PWM, LLC | 0.86% | Reduce -1.7% | 3,782 | $2.2M |
| Clearwater Capital Advisors, LLC | 0.22% | Reduce -3.9% | 3,778 | $2.2M |
| Headinvest, LLC | 0.42% | Reduce -3.7% | 3,771 | $2.2M |
| Client 1ST Advisory Group, LLC | 0.85% | Add +13.4% | 3,757 | $2.2M |
| Painted Porch Advisors LLC | 1.09% | Add +8.7% | 3,752 | $2.2M |
| PUREfi Wealth, LLC | 2.16% | — | 3,751 | $2.2M |
| Executive Wealth Management, LLC | 0.17% | Add +10.1% | 3,746 | $2.2M |
| Naviter Wealth, LLC | 0.26% | No change | 3,729 | $2.2M |
| Sunflower Bank, N.A. | 0.61% | No change | 3,719 | $2.2M |
| Cerro Pacific Wealth Advisors LLC | 0.72% | Reduce -0.8% | 3,795 | $2.2M |
| ERn Financial, LLC | 0.33% | Add +0.8% | 3,717 | $2.2M |
| Versant Capital Management, Inc | 0.47% | Add +0.7% | 3,706 | $2.2M |
| Weatherly Asset Management L. P. | 0.19% | No change | 3,701 | $2.2M |
| Lazari Capital Management, Inc. | 0.87% | Reduce -16.8% | 3,701 | $2.2M |
| Polymer Capital Management (HK) LTD | 0.38% | New | 3,700 | $2.2M |
| Counterweight Ventures, LLC | 1.54% | Add +0.2% | 3,694 | $2.2M |
| Bank Ozk | 0.90% | Add +1.7% | 3,691 | $2.2M |
| DBK Financial Counsel, LLC | 2.19% | No change | 3,688 | $2.2M |
| North Star Asset Management Inc. | 0.10% | Add +8.5% | 3,687 | $2.2M |
| Peoples Financial Services Corp. | 1.01% | Reduce -2.1% | 3,686 | $2.2M |
| Cadence Bank | 0.15% | Reduce -3.4% | 3,668 | $2.2M |
| Disciplined Investments, LLC | 1.06% | Add +11.6% | 3,654 | $2.2M |
| NTV Asset Management LLC | 0.28% | Add +0.1% | 3,654 | $2.2M |
| Beacon Capital Management, LLC | 0.28% | Add +0.4% | 3,646 | $2.1M |
| Wedgewood Investors Inc. | 2.53% | Reduce -0.1% | 3,643 | $2.1M |
| Fiduciary Advisors, Inc. | 2.15% | — | 3,622 | $2.1M |
| Exchange Capital Management, Inc. | 0.34% | Reduce -1.9% | 3,620 | $2.1M |
| Weik Capital Management | 0.86% | Reduce -1.8% | 3,585 | $2.1M |
| Peak Financial Management, Inc. | 0.63% | Add +3.5% | 3,576 | $2.1M |
| Institute for Wealth Management, LLC. | 0.26% | Reduce -11.4% | 3,572 | $2.1M |
| Warren Street Wealth Advisors, LLC | 0.86% | Reduce -0.4% | 3,572 | $2.1M |
| Huntleigh Advisors, Inc. | 0.45% | — | 3,541 | $2.1M |
| J2 Capital Management Inc | 1.95% | — | 3,538 | $2.1M |
| Moneywise, Inc. | 1.04% | Reduce -14.1% | 3,529 | $2.1M |
| F&V Capital Management, LLC | 0.55% | Add +6.8% | 3,529 | $2.1M |
| SeaCrest Wealth Management, LLC | 0.22% | Reduce -1.4% | 3,525 | $2.1M |
| Builder Investment Group Inc. | 0.56% | Reduce -0.5% | 3,521 | $2.1M |
| Advisor OS, LLC | 0.24% | Add +19.2% | 3,517 | $2.1M |
| Allegheny Financial Group | 0.53% | Add +8.3% | 3,511 | $2.1M |
| tru Independence LLC | 0.65% | Reduce -4.2% | 3,510 | $2.1M |
| Farmers Trust Co. | 0.39% | Reduce -0.3% | 3,504 | $2.1M |
| Teramo Advisors, LLC | 0.88% | No change | 3,500 | $2.1M |
| Tompkins Financial Corp. | 0.19% | Add +2.9% | 3,496 | $2.1M |
| Old Second National Bank of Aurora | 0.47% | Reduce -8.4% | 3,490 | $2.1M |
| Grandfield & Dodd, LLC | 0.13% | No change | 3,489 | $2.1M |
| Clark Asset Management, LLC | 0.38% | Add +26.8% | 3,486 | $2.1M |
| Garden State Investment Advisory Services LLC | 0.63% | Add +8.8% | 3,474 | $2.0M |
| Werba Rubin Papier Wealth Management | 0.48% | Reduce -0.3% | 3,472 | $2.0M |
| Impact Capital Partners LLC | 0.73% | — | 3,468 | $2.0M |
| Union Bancaire Privee, UBP SA | 0.04% | — | 3,599 | $2.0M |
| Sentinel Pension Advisors, LLC | 0.38% | Reduce -2.4% | 3,467 | $2.0M |
| Beck Capital Management, LLC | 0.54% | Reduce -2.0% | 3,465 | $2.0M |
| Capital Advisors Inc. | 0.04% | Add +4.5% | 3,459 | $2.0M |
| GW Henssler & Associates Ltd. | 0.12% | No change | 3,529 | $2.0M |
| Arq Wealth Advisors, LLC | 0.77% | Add +3.6% | 3,456 | $2.0M |
| Inspire Advisors, LLC | 0.25% | Add +1.6% | 3,450 | $2.0M |
| Kestra Investment Management, LLC | 0.08% | Add +46.5% | 3,447 | $2.0M |
| Greenwich Wealth Management LLC | 0.14% | Add +1.2% | 3,442 | $2.0M |
| Griffin Asset Management, Inc. | 0.24% | Add +29.8% | 3,426 | $2.0M |
| First Bank & Trust | 0.39% | Add +53.2% | 3,414 | $2.0M |
| Granite FO LLC | 1.15% | No change | 3,413 | $2.0M |
| Howland Capital Management LLC | 0.09% | Reduce -11.8% | 3,411 | $2.0M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.19% | — | 3,411 | $2.0M |
| St Germain D J Co. Inc. | 0.09% | Add +1.7% | 3,389 | $2.0M |
| 1ST Source Bank | 0.11% | Add +3.7% | 3,376 | $2.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -12.0% | 3,367 | $2.0M |
| Horan Capital Advisors, LLC. | 0.67% | Add +0.3% | 3,364 | $2.0M |
| Formidable Asset Management, LLC | 0.33% | Add +0.6% | 3,363 | $2.0M |
| McRae Capital Management Inc. | 0.39% | Add +5.4% | 3,362 | $2.0M |
| Octavia Wealth Advisors, LLC | 0.24% | Reduce -1.7% | 3,348 | $2.0M |
| Theory Financial LLC | 0.82% | Reduce -0.6% | 3,344 | $2.0M |
| Tableaux LLC | 1.63% | — | 3,342 | $2.0M |
| Sachetta, LLC | 0.77% | Add +1.1% | 3,330 | $2.0M |
| Rockbridge Investment Management, LCC | 0.25% | Reduce -0.1% | 3,329 | $2.0M |
| Argent Capital Management LLC | 0.06% | Add +195.6% | 3,322 | $2.0M |
| James Investment Research, Inc. | 0.23% | Reduce -3.0% | 3,319 | $2.0M |
| YANKCOM Partnership | 1.04% | — | 3,311 | $1.9M |
| First Merchants Corp. | 0.07% | Add +9.5% | 3,311 | $1.9M |
| Strategic Investment Solutions, Inc. | 0.65% | Add +8.0% | 4,047 | $1.9M |
| Regent Peak Wealth Advisors LLC | 0.44% | Add +0.3% | 3,305 | $1.9M |
| Trust Co. of Toledo NA | 0.25% | No change | 3,296 | $1.9M |
| PBMares Wealth Management LLC | 0.40% | Add +3.7% | 3,289 | $1.9M |
| Heritage Financial Services, LLC | 0.26% | Add +12.6% | 3,288 | $1.9M |
| Whipplewood Advisors, LLC | 1.10% | — | 3,287 | $1.9M |
| TCV Trust & Wealth Management, Inc. | 0.18% | Reduce -0.2% | 3,282 | $1.9M |
| My Personal CFO, LLC | 0.99% | Reduce -2.5% | 3,271 | $1.9M |
| Zullo Investment Group, Inc. | 0.78% | Reduce -0.8% | 3,270 | $1.9M |
| Matrix Asset Advisors Inc. | 0.21% | Add +0.4% | 3,266 | $1.9M |
| Live Oak Private Wealth LLC | 0.32% | Reduce -1.3% | 3,256 | $1.9M |
| Maple Capital Management, Inc. | 0.14% | Reduce -6.8% | 3,254 | $1.9M |
| Allie Family Office LLC | 1.06% | Reduce -18.7% | 3,171 | $1.9M |
| SlateStone Wealth, LLC | 0.19% | No change | 3,241 | $1.9M |
| Indiana Trust & Investment Management Co | 0.65% | Reduce -8.1% | 3,237 | $1.9M |
| BTG Pactual Asset Management US LLC | 0.25% | No change | 4,201 | $1.9M |
| Iowa State Bank | 0.40% | No change | 3,232 | $1.9M |
| Values Added Financial LLC | 1.10% | Add +0.4% | 3,221 | $1.9M |
| Raffa Wealth Management, LLC | 0.44% | Reduce -0.1% | 3,216 | $1.9M |
| Aviance Capital Partners, LLC | 0.26% | Add +0.3% | 3,209 | $1.9M |
| Searle & Co. | 0.54% | Add +54.5% | 3,194 | $1.9M |
| Rossby Financial, LCC | 1.19% | — | 3,181 | $1.9M |
| Cannon Financial Strategists, Inc. | 0.32% | Reduce -0.9% | 3,174 | $1.9M |
| Clarity Wealth Advisors, LLC | 0.51% | Add +6.5% | 3,173 | $1.9M |
| Kornitzer Capital Management Inc. | 0.04% | Add +7.6% | 3,169 | $1.9M |
| Tradition Wealth Management, LLC | 0.16% | Add +6.2% | 3,157 | $1.9M |
| Willow Creek Wealth Management Inc. | 0.19% | Reduce -2.5% | 3,155 | $1.9M |
| Lazard Freres Gestion S.A.S. | 0.04% | Reduce -10.0% | 3,150 | $1.9M |
| Goldstein Advisors, LLC | 0.27% | Reduce -0.7% | 3,149 | $1.9M |
| Unionview, LLC | 1.35% | Add +1.0% | 3,138 | $1.8M |
| Wingate Wealth Advisors, Inc. | 1.81% | — | 3,131 | $1.8M |
| Fingerlakes Wealth Management, Inc. | 1.49% | Reduce -0.1% | 3,130 | $1.8M |
| Narus Financial Partners, LLC | 0.62% | Reduce -3.1% | 3,130 | $1.8M |
| Osborne Partners Capital Management, LLC | 0.11% | Reduce -3.1% | 3,127 | $1.8M |
| Crown Wealth Group, LLC | 0.74% | Add +107.3% | 3,111 | $1.8M |
| LM Advisors LLC | 0.33% | Add +2.6% | 3,106 | $1.8M |
| Fortress Financial Group, LLC | 1.82% | — | 3,105 | $1.8M |
| Forbes J M & Co. LLP | 0.18% | No change | 3,100 | $1.8M |
| Acorn Financial Advisory Services Inc. | 0.30% | Add +6.3% | 3,087 | $1.8M |
| Aerodigm Wealth, LLC | 1.08% | Add +96.5% | 3,076 | $1.8M |
| MBA Advisors LLC | 0.92% | Reduce -40.1% | 3,066 | $1.8M |
| Keb Asset Management, LLC | 0.52% | No change | 3,062 | $1.8M |
| Capital Investment Counsel, LLC | 0.30% | Reduce -17.8% | 3,055 | $1.8M |
| Blue Fin Capital, Inc. | 0.33% | No change | 3,048 | $1.8M |
| Pacifica Partners Inc. | 0.77% | Add +4.6% | 3,052 | $1.8M |
| Voisard Asset Management Group, Inc. | 0.60% | Reduce -4.4% | 3,034 | $1.8M |
| Johnson & White Wealth Management, LLC | 1.08% | New | 3,039 | $1.8M |
| Sugarloaf Wealth Management, LLC | 0.34% | Reduce -1.2% | 3,032 | $1.8M |
| Scott Capital Advisors, LLC | 0.51% | Add +0.3% | 3,055 | $1.8M |
| CNB Bank | 0.83% | Reduce -19.4% | 3,031 | $1.8M |
| Arbor Wealth Advisors LLC | 1.59% | Add +0.4% | 3,030 | $1.8M |
| TrueWealth Advisors, LLC | 0.59% | Add +5.3% | 3,025 | $1.8M |
| Atlantic Private Wealth, LLC | 1.34% | Reduce -3.3% | 3,024 | $1.8M |
| MKT Advisors LLC | 0.77% | Reduce -3.0% | 2,960 | $1.8M |
| PCG Wealth Advisors, LLC | 0.66% | Reduce -0.1% | 3,015 | $1.8M |
| Sebold Capital Management, Inc. | 1.19% | No change | 3,007 | $1.8M |
| Briaud Financial Planning Inc | 0.72% | Add +3.5% | 3,001 | $1.8M |
| Bolthouse Investments, LLC | 1.63% | — | 2,993 | $1.8M |
| Berger Financial Group, Inc | 0.12% | Reduce -3.4% | 2,982 | $1.8M |
| First American Trust, FSB | 0.17% | Add +0.3% | 2,969 | $1.7M |
| Corundum Group, Inc. | 0.65% | New | 2,960 | $1.7M |
| Corundum Trust Company, INC | 5.23% | No change | 2,957 | $1.7M |
| Triad Wealth Partners, LLC | 0.63% | New | 2,954 | $1.7M |
| Riversedge Advisors, LLC | 0.39% | Reduce -0.3% | 2,953 | $1.7M |
| Parthenon LLC | 0.21% | Reduce -0.1% | 2,947 | $1.7M |
| Archer Investment Corp | 0.46% | Add +1.6% | 2,946 | $1.7M |
| FreeGulliver LLC | 0.91% | Add +11.1% | 2,944 | $1.7M |
| GEM Asset Management, LLC | 0.97% | No change | 2,943 | $1.7M |
| Philadelphia Trust Co. | 0.13% | Reduce -0.5% | 2,938 | $1.7M |
| Advance Capital Management, Inc. | 0.08% | Add +0.1% | 2,936 | $1.7M |
| Sandhill Capital Partners LLC | 0.14% | Reduce -10.7% | 2,935 | $1.7M |
| Fonville Wealth Management LLC | 0.57% | Add +4.3% | 2,932 | $1.7M |
| LexAurum Advisors, LLC | 0.34% | Add +45.4% | 2,932 | $1.7M |
| Advisory Alpha, LLC | 0.06% | Add +31.8% | 2,925 | $1.7M |
| Schechter Investment Advisors, LLC | 0.13% | Add +3.5% | 2,925 | $1.7M |
| Mezzasalma Advisors, LLC | 0.56% | Add +1.7% | 2,925 | $1.7M |
| MMBG Investment Advisors Co. | 0.18% | No change | 2,924 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.29% | Add +18.2% | 2,921 | $1.7M |
| Bordeaux Wealth Advisors LLC | 0.27% | Add +1.8% | 2,903 | $1.7M |
| Sterling Investment Counsel, LLC | 1.13% | Reduce -75.5% | 2,903 | $1.7M |
| Vista Capital Partners, Inc. | 0.20% | Reduce -2.2% | 2,901 | $1.7M |
| Sterling Wealth Management, Inc. | 0.63% | Reduce -25.7% | 2,900 | $1.7M |
| Signature Wealth Management Partners, LLC | 1.17% | Add +3.3% | 2,894 | $1.7M |
| Financial Symmetry Inc | 1.15% | Reduce -1.3% | 2,894 | $1.7M |
| Fortis Capital Advisors, LLC | 0.58% | Reduce -78.6% | 2,994 | $1.7M |
| KG Capital Management | 0.54% | Reduce -0.2% | 2,866 | $1.7M |
| Woodard & Co. Asset Management Group Inc. | 0.36% | Reduce -1.7% | 2,859 | $1.7M |
| Benin Management CORP | 0.46% | Add +1.6% | 2,850 | $1.7M |
| Cora Capital Advisors LLC | 0.81% | No change | 2,848 | $1.7M |
| Financial Advisors, LLC | 0.32% | No change | 2,834 | $1.7M |
| Ellevest, Inc. | 0.10% | Reduce -82.0% | 2,832 | $1.7M |
| Lockerman Financial Group, Inc. | 2.84% | Add +9.8% | 2,830 | $1.7M |
| Prossimo Advisors, LLC | 1.20% | Add +2.1% | 2,828 | $1.7M |
| Toronto Dominion Bank | 0.00% | Add +1.3% | 2,825 | $1.7M |
| Brandywine Oak Private Wealth LLC | 0.16% | Reduce -6.7% | 2,818 | $1.7M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Add +14.6% | 2,748 | $1.7M |
| Forza Wealth Management, LLC | 0.75% | Reduce -13.3% | 2,804 | $1.7M |
| Burney Co./ | 0.06% | Reduce -13.2% | 2,798 | $1.6M |
| Councilor Wealth, LLC | 0.78% | Add +0.3% | 2,796 | $1.6M |
| Roble, Belko & Company, Inc | 0.26% | Reduce -3.1% | 2,796 | $1.6M |
| FWL Investment Management, LLC | 0.60% | Reduce -10.4% | 2,794 | $1.6M |
| Traveka Wealth, LLC | 0.91% | Reduce -11.1% | 2,794 | $1.6M |
| Saxon Interests, Inc. | 0.72% | Reduce -10.3% | 2,794 | $1.6M |
| First Community Trust NA | 1.17% | No change | 2,785 | $1.6M |
| Connable Office Inc. | 0.17% | No change | 2,782 | $1.6M |
| WR Wealth Planners, LLC | 0.53% | Reduce -61.9% | 2,779 | $1.6M |
| O'Dell Group, LLC | 0.37% | Add +0.2% | 2,776 | $1.6M |
| Princeton Capital Management LLC | 0.50% | Add +9.1% | 2,769 | $1.6M |
| Vista Finance, LLC | 1.67% | No change | 2,758 | $1.6M |
| Asset Allocation Strategies LLC | 0.39% | Add +13.9% | 2,666 | $1.6M |
| Strategic Investment Advisors / MI | 0.17% | Add +37.7% | 2,742 | $1.6M |
| Bay Capital Advisors, LLC | 1.30% | — | 2,741 | $1.6M |
| Austin Asset Management Co Inc | 0.34% | Add +11.3% | 2,738 | $1.6M |
| Diversify Wealth Management, LLC | 0.13% | Add +10.4% | 2,762 | $1.6M |
| Oliver Lagore Vanvalin Investment Group | 0.41% | Add +2.9% | 2,735 | $1.6M |
| Texas Capital Bank Wealth Management Services Inc | 0.16% | Add +3.8% | 2,724 | $1.6M |
| Faithward Advisors, LLC | 0.27% | Reduce -0.2% | 2,722 | $1.6M |
| Morton Capital Management LLC | 0.30% | Add +14.0% | 2,718 | $1.6M |
| Kings Path Partners LLC | 0.68% | Add +101.1% | 2,709 | $1.6M |
| Capital Square, LLC | 0.91% | Add +0.4% | 2,609 | $1.6M |
| Sierra Ocean, LLC | 1.29% | — | 2,679 | $1.6M |
| Tradewinds, LLC. | 0.44% | Reduce -26.4% | 2,595 | $1.6M |
| Juncture Wealth Strategies, LLC | 0.59% | Add +101.8% | 2,674 | $1.6M |
| Family Office Research LLC | 0.69% | — | 2,670 | $1.6M |
| Inspirion Wealth Advisors, LLC | 0.22% | Reduce -18.3% | 2,656 | $1.6M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -46.4% | 2,661 | $1.6M |
| Epiq Partners, LLC | 0.88% | Add +1.1% | 2,657 | $1.6M |
| Arbor Investment Advisors, LLC | 0.22% | No change | 2,655 | $1.6M |
| Round Rock Advisors LLC | 0.32% | Reduce -1.5% | 2,651 | $1.6M |
| Bradyco, Inc. | 0.96% | — | 1,823 | $1.5M |
| Family Wealth Partners, LLC | 0.74% | Reduce -0.9% | 2,627 | $1.5M |
| Fortitude Advisory Group L.L.C. | 0.93% | Reduce -1.5% | 2,626 | $1.5M |
| Northwest Wealth Management, LLC | 0.33% | Reduce -0.5% | 2,622 | $1.5M |
| Toth Financial Advisory Corp. | 0.18% | Add +5.5% | 2,621 | $1.5M |
| Excalibur Management Corp. | 0.61% | Add +4.0% | 2,620 | $1.5M |
| Ervin Investment Management, LLC | 0.99% | Reduce -4.8% | 2,619 | $1.5M |
| McGuire Investment Group, LLC | 0.22% | Reduce -0.4% | 2,615 | $1.5M |
| Archford Capital Strategies, LLC | 0.23% | Add +2.5% | 2,612 | $1.5M |
| Everett Harris & Co. | 0.02% | Reduce -5.2% | 2,611 | $1.5M |
| Renasant Bank | 0.99% | Reduce -34.0% | 2,608 | $1.5M |
| Boston Trust Walden Corp | 0.01% | Reduce -2.6% | 2,606 | $1.5M |
| Guardian Asset Advisors, LLC | 0.98% | Reduce -13.8% | 2,602 | $1.5M |
| Rodgers & Associates, LTD | 0.18% | Reduce -1.4% | 2,598 | $1.5M |
| Magnolia Private Wealth, LLC | 1.36% | — | 2,597 | $1.5M |
| MJP Associates Inc. | 0.27% | Reduce -0.2% | 2,594 | $1.5M |
| Mechanics Bank Trust Department | 0.20% | No change | 2,585 | $1.5M |
| HFG Advisors, Inc. | 1.33% | Add +1.1% | 2,581 | $1.5M |
| Accel Wealth Management | 0.58% | Reduce -3.4% | 2,577 | $1.5M |
| Lakewood Asset Management LLC | 1.04% | Add +0.2% | 2,577 | $1.5M |
| E&G Advisors, LLC | 0.41% | No change | 2,576 | $1.5M |
| Arcadia Wealth Management, Inc. | 1.29% | — | 2,575 | $1.5M |
| Altiora Financial Group, LLC | 0.33% | Add +41.3% | 2,568 | $1.5M |
| Tanglewood Legacy Advisors, LLC | 0.65% | Add +1.5% | 2,567 | $1.5M |
| DDD Partners, LLC | 0.19% | No change | 2,566 | $1.5M |
| 17 Capital Partners, LLC | 0.95% | Reduce -1.5% | 2,561 | $1.5M |
| Impact Partnership Wealth, LLC | 0.30% | Add +141.7% | 2,550 | $1.5M |
| Mullaney, Keating & Wright, Inc. | 1.01% | Reduce -2.8% | 2,544 | $1.5M |
| Intelligence Driven Advisers, LLC | 0.28% | Reduce -67.0% | 2,541 | $1.5M |
| Harbor Capital Advisors, Inc. | 0.07% | Add +21.7% | 2,532 | $1.5M |
| LCNB Corp. | 0.54% | Reduce -1.1% | 2,530 | $1.5M |
| Atlas Private Wealth Advisors | 0.21% | Add +0.5% | 2,525 | $1.5M |
| Code Waechter LLC | 1.30% | Reduce -1.2% | 2,524 | $1.5M |
| Randolph Co Inc | 0.17% | Reduce -1.8% | 2,524 | $1.5M |
| Prepared Retirement Institute LLC | 0.85% | Reduce -0.2% | 2,519 | $1.5M |
| Karani Asset Management LLC | 1.38% | — | 2,513 | $1.5M |
| Team Hewins, LLC | 0.58% | No change | 2,511 | $1.5M |
| Lantern Wealth Advisors, LLC | 0.96% | Reduce -3.1% | 2,504 | $1.5M |
| Avantra Family Wealth, Inc. | 1.38% | — | 2,504 | $1.5M |
| Mayport, LLC | 0.43% | Add +87.3% | 2,503 | $1.5M |
| GEN Financial Management, INC. | 0.95% | — | 2,495 | $1.5M |
| Range Financial Group LLC | 0.68% | Add +14.7% | 2,489 | $1.5M |
| Parkside Advisors LLC | 0.34% | Reduce -11.3% | 2,485 | $1.5M |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -3.1% | 2,475 | $1.5M |
| Carl P. Sherr & Co., LLC | 0.76% | Reduce -3.3% | 2,467 | $1.5M |
| SkyOak Wealth, LLC | 0.31% | Add +4.1% | 2,462 | $1.4M |
| Waterfront Wealth Inc. | 0.35% | Reduce -0.6% | 2,457 | $1.4M |
| Kelman-Lazarov, Inc. | 0.26% | Reduce -21.7% | 2,445 | $1.4M |
| Brown Financial Advisory | 1.02% | Reduce -3.7% | 2,444 | $1.4M |
| Moss Adams Wealth Advisors LLC | 0.15% | Reduce -22.4% | 2,441 | $1.4M |
| Canopy Partners, LLC | 0.55% | Reduce -2.4% | 2,431 | $1.4M |
| FSC Wealth Advisors, LLC | 0.92% | Add +7.5% | 2,423 | $1.4M |
| Geometric Wealth Advisors | 0.26% | Add +4.3% | 2,418 | $1.4M |
| Bogart Wealth, LLC | 0.07% | Reduce -1.3% | 2,415 | $1.4M |
| Bragg Financial Advisors, Inc | 0.06% | Add +16.5% | 2,410 | $1.4M |
| Watts Gwilliam & Co., LLC | 0.30% | Reduce -2.9% | 2,394 | $1.4M |
| Lee Danner & Bass Inc. | 0.11% | Add +233.3% | 2,403 | $1.4M |
| Clientfirst Wealth Management, LLC | 1.42% | — | 2,391 | $1.4M |
| Seneca Financial Advisors LLC | 0.70% | Add +0.3% | 2,390 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.92% | Reduce -91.3% | 2,387 | $1.4M |
| Prentiss Smith & Co. Inc. | 0.92% | Reduce -7.0% | 2,387 | $1.4M |
| Wealth Advisory Solutions, LLC | 0.39% | Add +10.4% | 2,387 | $1.4M |
| NCM Capital Management, LLC | 0.63% | Reduce -2.0% | 2,384 | $1.4M |
| Rebalance, LLC | 0.10% | Reduce -3.3% | 2,383 | $1.4M |
| Camden National Bank | 0.21% | Reduce -2.1% | 2,382 | $1.4M |
| TrinityPoint Wealth, LLC | 0.20% | Reduce -0.1% | 2,382 | $1.4M |
| Sharp Wealth Advisory, LLC | 1.06% | Add +100.4% | 2,377 | $1.4M |
| Monetary Management Group Inc. | 0.36% | Reduce -9.5% | 2,375 | $1.4M |
| Cibc World Markets Corp. | 0.01% | Reduce -2.7% | 2,372 | $1.4M |
| Cabot Wealth Management Inc. | 0.18% | Reduce -0.7% | 2,367 | $1.4M |
| Intergy Private Wealth, LLC | 0.52% | Add +6.5% | 2,365 | $1.4M |
| Copia Wealth Management | 1.32% | — | 2,364 | $1.4M |
| Athena Investment Management | 0.81% | No change | 2,363 | $1.4M |
| Highline Wealth Partners LLC | 0.45% | Add +0.1% | 2,362 | $1.4M |
| JFG Wealth Management, LLC | 0.32% | Reduce -16.5% | 2,356 | $1.4M |
| Destiny Wealth Partners, LLC | 0.23% | Add +1.7% | 2,355 | $1.4M |
| Scientech Research LLC | 0.39% | New | 2,349 | $1.4M |
| Washington Trust Advisors, Inc. | 0.12% | Add +2.0% | 2,348 | $1.4M |
| Embree Financial Group | 0.24% | Add +0.4% | 2,345 | $1.4M |
| Corrado Advisors, LLC | 0.90% | Reduce -0.7% | 2,342 | $1.4M |
| Bank of Marin | 1.09% | No change | 2,329 | $1.4M |
| Means Investment Co., Inc. | 0.14% | Add +0.0% | 2,327 | $1.4M |
| Mendel Capital Management LLC | 0.83% | Add +2.6% | 2,325 | $1.4M |
| Skyline Advisors, Inc. | 0.53% | Reduce -0.9% | 2,318 | $1.4M |
| Lake Hills Wealth Management, LLC | 0.93% | Reduce -0.3% | 2,317 | $1.4M |
| Authentikos Wealth Advisory, LLC | 1.35% | Reduce -10.3% | 2,315 | $1.4M |
| Greenspring Advisors, LLC | 0.30% | Reduce -5.5% | 2,306 | $1.4M |
| Seascape Capital Management | 0.47% | Add +0.1% | 2,304 | $1.4M |
| Howard Bailey Securities, LLC | 0.50% | Reduce -23.4% | 2,298 | $1.4M |
| Samalin Investment Counsel, LLC | 0.58% | Add +110.4% | 2,293 | $1.4M |
| Uptown Financial Advisors LLC | 1.46% | — | 2,292 | $1.3M |
| Clarius Group, LLC | 0.09% | Reduce -5.3% | 2,289 | $1.3M |
| Smith Salley Wealth Management | 0.09% | Add +44.7% | 2,288 | $1.3M |
| Next Level Wealth Planning, LLC | 1.06% | — | 2,285 | $1.3M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.33% | No change | 2,282 | $1.3M |
| RoundAngle Advisors LLC | 1.28% | — | 2,277 | $1.3M |
| Midwest Heritage Bank, FSB | 0.62% | Reduce -4.2% | 2,276 | $1.3M |
| Crux Wealth Advisors | 0.75% | — | 2,275 | $1.3M |
| Patron Partners, LLC | 0.73% | Reduce -9.3% | 2,273 | $1.3M |
| Pennington Partners & Co., LLC | 0.66% | — | 2,267 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.17% | Reduce -2.5% | 2,266 | $1.3M |
| Violich Capital Management, Inc. | 0.17% | Add +14.1% | 2,265 | $1.3M |
| Brookmont Capital Management | 0.71% | Reduce -16.0% | 2,261 | $1.3M |
| Upper Left Wealth Management, LLC | 1.13% | Add +47.4% | 2,254 | $1.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.32% | Reduce -8.4% | 2,247 | $1.3M |
| Reinhart Partners, Llc. | 0.05% | No change | 2,245 | $1.3M |
| Pitti Group Wealth Management, LLC | 1.34% | Reduce -5.4% | 2,245 | $1.3M |
| Capstone Wealth Management Group, LLC | 0.71% | Add +0.1% | 2,242 | $1.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.54% | Reduce -1.8% | 2,239 | $1.3M |
| D. Scott Neal, Inc. | 0.72% | Add +19.2% | 2,237 | $1.3M |
| Arthur M. Cohen & Associates, LLC | 0.23% | Add +0.3% | 2,233 | $1.3M |
| BFI Infinity Ltd. | 1.41% | — | 2,213 | $1.3M |
| Oak Harvest Investment Services | 0.18% | No change | 2,212 | $1.3M |
| HBC Financial Services, PLLC | 0.80% | Reduce -5.2% | 2,212 | $1.3M |
| Gibbs Wealth Management | 0.35% | Add +9.0% | 2,211 | $1.3M |
| Van Cleef Asset Management,Inc | 0.14% | Reduce -1.6% | 2,211 | $1.3M |
| Roberts Wealth Advisors, LLC | 0.39% | Add +1.5% | 2,177 | $1.3M |
| Tiemann Investment Advisors, LLC | 0.57% | Add +6.5% | 2,196 | $1.3M |
| Cape Investment Advisory, Inc. | 0.50% | Reduce -4.1% | 2,191 | $1.3M |
| Christensen, King & Associates Investment Services, Inc. | 0.60% | Reduce -0.8% | 2,130 | $1.3M |
| Cannon Wealth Management Services, LLC | 1.11% | Add +2.2% | 2,142 | $1.3M |
| Criterion Capital Advisors, LLC | 0.81% | No change | 2,351 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.19% | Reduce -14.6% | 2,184 | $1.3M |
| Wealthquest Corp | 0.10% | Reduce -2.3% | 2,183 | $1.3M |
| White Lighthouse Investment Management Inc. | 0.23% | Add +2.2% | 2,179 | $1.3M |
| Noble Wealth Management PBC | 0.89% | — | 2,173 | $1.3M |
| Sightline Wealth Advisors, LLC | 0.69% | Add +1.6% | 2,167 | $1.3M |
| Factor Wealth Management LTD | 0.42% | — | 2,160 | $1.3M |
| Focused Wealth Management, Inc | 0.17% | Reduce -1.8% | 2,160 | $1.3M |
| Birchcreek Wealth Management, LLC | 0.80% | Reduce -9.5% | 2,154 | $1.3M |
| CCG Wealth Management, LLC | 0.71% | Add +0.5% | 2,154 | $1.3M |
| First National Bank & Trust Co. of Newtown | 0.26% | Add +24.3% | 2,151 | $1.3M |
| Ballast Advisors LLC | 0.39% | Reduce -8.1% | 2,149 | $1.3M |
| ABLE Financial Group, LLC | 0.37% | Reduce -9.0% | 2,149 | $1.3M |
| Garrett Wealth Advisory Group, LLC | 0.29% | Reduce -27.5% | 2,148 | $1.3M |
| Crew Capital Management, Ltd | 1.05% | Reduce -0.3% | 2,139 | $1.3M |
| Bond & Devick Financial Network, Inc. | 0.54% | No change | 2,183 | $1.3M |
| Redwood Investment Management, LLC | 0.12% | Add +6.0% | 2,134 | $1.3M |
| Sterling Capital Management LLC | 0.02% | Add +337.0% | 2,128 | $1.3M |
| Atwood & Palmer Inc. | 0.09% | No change | 2,122 | $1.2M |
| Clarendon Private LLC | 1.30% | — | 2,118 | $1.2M |
| Herold Advisors, Inc. | 0.27% | Add +1.1% | 2,116 | $1.2M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.45% | Reduce -1.8% | 2,117 | $1.2M |
| Security National Bank of So Dak | 0.69% | Add +1.3% | 2,115 | $1.2M |
| Cannell & Spears LLC | 0.03% | No change | 2,114 | $1.2M |
| Addison Advisors LLC | 0.35% | Add +68.5% | 2,108 | $1.2M |
| S&T Bank | 0.40% | No change | 2,108 | $1.2M |
| FMB Wealth Management | 0.70% | No change | 2,103 | $1.2M |
| Yarbrough Capital, LLC | 0.05% | No change | 2,098 | $1.2M |
| Independent Investors Inc. | 0.24% | Reduce -0.5% | 2,093 | $1.2M |
| Balanced Wealth Group LLC | 0.55% | Reduce -1.1% | 2,036 | $1.2M |
| Klingenstein Fields & Co. LP | 0.05% | Add +8.2% | 2,091 | $1.2M |
| Planning Center, Inc. | 0.16% | No change | 2,078 | $1.2M |
| Dodds Wealth, LLC | 0.39% | Add +0.9% | 1,995 | $1.2M |
| Integras Partners LLC | 1.08% | — | 2,063 | $1.2M |
| Spinnaker Trust | 0.08% | Add +19.3% | 2,062 | $1.2M |
| Southeast Asset Advisors, LLC | 0.15% | No change | 2,058 | $1.2M |
| Northwest Financial Advisors | 1.00% | Add +17.6% | 2,048 | $1.2M |
| Sequent Asset Management, LLC | 0.59% | Add +125.1% | 2,046 | $1.2M |
| Heritage Oak Wealth Advisors LLC | 0.57% | New | 2,040 | $1.2M |
| Muirfield Wealth Advisors LLC | 0.99% | Add +21.4% | 2,035 | $1.2M |
| Harvest Investment Services, LLC | 0.29% | Reduce -0.6% | 2,032 | $1.2M |
| Hardin Capital Partners, LLC | 0.72% | No change | 2,032 | $1.2M |
| Vista Investment Management | 0.45% | Reduce -1.5% | 2,027 | $1.2M |
| RPS Advisory Solutions LLC | 0.74% | Add +3.3% | 2,022 | $1.2M |
| Cozad Asset Management Inc. | 0.11% | Add +0.1% | 2,016 | $1.2M |
| Rollins Financial Advisors, LLC | 0.18% | Add +2.3% | 2,009 | $1.2M |
| Opal Wealth Advisors, LLC | 0.35% | Add +13.4% | 2,008 | $1.2M |
| Nvest Financial, LLC | 0.60% | New | 2,006 | $1.2M |
| MADDEN SECURITIES Corp | 0.47% | No change | 2,000 | $1.2M |
| Frederick Financial Consultants, LLC | 0.94% | — | 1,998 | $1.2M |
| Sara-Bay Financial | 0.44% | Add +0.7% | 1,989 | $1.2M |
| OneAscent Financial Services LLC | 0.10% | New | 1,995 | $1.2M |
| Mowery & Schoenfeld Wealth Management, LLC | 2.28% | Add +110.4% | 1,995 | $1.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.27% | Reduce -1.8% | 1,993 | $1.2M |
| Founders Grove Wealth Partners, LLC | 0.34% | — | 1,990 | $1.2M |
| Transce3nd, LLC | 0.40% | — | 1,989 | $1.2M |
| Joule Financial, LLC | 0.41% | Add +9.5% | 1,988 | $1.2M |
| Beese Fulmer Investment Management, Inc. | 0.10% | Add +0.1% | 1,983 | $1.2M |
| Clarity Capital Partners LLC | 0.60% | Reduce -2.5% | 1,976 | $1.2M |
| Marshall Financial Group, LLC | 0.28% | Reduce -0.6% | 1,974 | $1.2M |
| Johnson Financial Group, LLC | 0.14% | Add +27.4% | 1,968 | $1.2M |
| McHugh Group, LLC | 0.88% | — | 1,967 | $1.2M |
| Ardent Capital Management, Inc. | 0.53% | No change | 1,966 | $1.2M |
| Fort Sheridan Advisors LLC | 0.17% | Reduce -0.7% | 1,966 | $1.2M |
| Drake & Associates, LLC | 0.33% | Reduce -0.2% | 1,911 | $1.2M |
| Talisman Wealth Advisors LLC | 1.22% | Reduce -22.9% | 1,955 | $1.2M |
| Provenance Wealth Advisors, LLC | 0.15% | No change | 1,955 | $1.2M |
| Financial Advisors Network, Inc. | 0.19% | — | 1,952 | $1.1M |
| Cortland Associates Inc. | 0.13% | No change | 1,952 | $1.1M |
| Princeton Global Asset Management LLC | 0.21% | Add +41.4% | 1,942 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.76% | Reduce -1.3% | 1,934 | $1.1M |
| MBL Wealth, LLC | 0.11% | No change | 1,932 | $1.1M |
| Hemenway Trust Co LLC | 0.09% | Add +49.4% | 1,924 | $1.1M |
| Affinity Wealth Management LLC | 0.20% | No change | 1,922 | $1.1M |
| Sensible Money, LLC | 0.49% | Add +1.2% | 1,917 | $1.1M |
| Ballast, Inc. | 0.32% | No change | 1,908 | $1.1M |
| Chicago Wealth Management, Inc. | 0.58% | No change | 1,907 | $1.1M |
| Creegan & Nassoura Financial Group, LLC | 0.75% | No change | 1,904 | $1.1M |
| Accretive Wealth Partners, LLC | 0.47% | Reduce -2.8% | 1,900 | $1.1M |
| Prosperity Wealth Management, Inc. | 0.46% | Add +1.8% | 1,899 | $1.1M |
| Wells Financial Advisors INC | 1.52% | Reduce -6.8% | 1,899 | $1.1M |
| WealthTrust Axiom LLC | 0.33% | Add +37.8% | 1,893 | $1.1M |
| Advocacy Wealth Management, LLC | 0.08% | Add +9.4% | 1,888 | $1.1M |
| Correct Capital Wealth Management | 0.22% | No change | 1,879 | $1.1M |
| Garde Capital, Inc. | 0.07% | No change | 1,876 | $1.1M |
| Peachtree Investment Partners, LLC | 0.41% | Add +1.8% | 1,876 | $1.1M |
| F/m Investments LLC | 0.04% | Reduce -29.5% | 1,872 | $1.1M |
| CORDA Investment Management, LLC. | 0.09% | Reduce -2.3% | 1,864 | $1.1M |
| Burling Wealth Partners, LLC | 0.22% | — | 1,860 | $1.1M |
| Penney Financial, LLC | 0.73% | No change | 1,854 | $1.1M |
| Bill Few Associates, Inc. | 0.38% | Reduce -2.6% | 1,850 | $1.1M |
| Silicon Valley Capital Partners | 0.12% | Add +0.3% | 1,848 | $1.1M |
| Hamilton Capital, LLC | 0.08% | Reduce -11.1% | 1,845 | $1.1M |
| Relyea Zuckerberg Hanson LLC | 0.15% | Add +6.6% | 1,836 | $1.1M |
| Plan A Wealth LLC | 0.99% | — | 1,834 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.43% | No change | 1,830 | $1.1M |
| IronBridge Private Wealth, LLC | 0.40% | No change | 1,829 | $1.1M |
| Ignite Planners, LLC | 0.24% | Add +56.7% | 1,810 | $1.1M |
| Aristides Capital LLC | 0.34% | New | 1,827 | $1.1M |
| Agate Pass Investment Management, LLC | 0.48% | Add +1.7% | 1,822 | $1.1M |
| Altfest L J & Co. Inc. | 0.14% | Add +1.5% | 1,811 | $1.1M |
| Cable Hill Partners, LLC | 0.11% | Reduce -1.0% | 1,804 | $1.1M |
| Leigh Baldwin & Co., LLC | 0.89% | — | 1,787 | $1.1M |
| Private Capital Management LLC | 0.21% | Add +2.1% | 1,787 | $1.1M |
| Rothschild Investment LLC | 0.07% | Add +6.1% | 1,785 | $1.1M |
| Kelly Financial Group LLC | 0.37% | — | 1,780 | $1.0M |
| Sage Capital Management, LLC | 0.53% | Add +0.2% | 1,769 | $1.0M |
| Rather & Kittrell, Inc. | 0.24% | Reduce -12.2% | 1,761 | $1.0M |
| Pure Portfolios Holdings LLC | 0.38% | Reduce -1.2% | 1,756 | $1.0M |
| Jim Saulnier & Associates, LLC | 0.89% | Add +0.1% | 1,755 | $1.0M |
| Atlas Capital Advisors Inc. | 0.13% | Add +47.4% | 1,754 | $1.0M |
| Wealth Watch Advisors, INC | 0.64% | — | 1,752 | $1.0M |
| Axecap Investments, LLC | 0.77% | Reduce -1.8% | 1,747 | $1.0M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 1,742 | $1.0M |
| Trinity Wealth Management, LLC | 0.46% | No change | 1,738 | $1.0M |
| Avalon Trust Co | 0.07% | No change | 1,738 | $1.0M |
| Jmac Enterprises LLC | 0.16% | Reduce -0.7% | 1,736 | $1.0M |
| Redmond Asset Management, LLC | 0.25% | Add +31.1% | 1,730 | $1.0M |
| Capital City Trust Co. | 0.25% | No change | 1,726 | $1.0M |
| Advisor Resource Council | 0.73% | Reduce -85.6% | 1,723 | $1.0M |
| Stephens Consulting, LLC | 0.25% | Reduce -13.8% | 1,718 | $1.0M |
| Cura Wealth Advisors, LLC | 0.45% | — | 1,712 | $1.0M |
| Insight Wealth Strategies, LLC | 0.13% | Add +2.0% | 1,709 | $1.0M |
| Timber Creek Capital Management LLC | 0.29% | No change | 1,706 | $1.0M |
| Gerber, LLC | 0.73% | No change | 1,703 | $1.0M |
| Horizon Wealth Management, LLC | 0.17% | New | 1,702 | $1.0M |
| CFO4Life Group, LLC | 0.18% | Reduce -0.8% | 1,694 | $998K |
| Liberty Square Wealth Partners LLC | 0.36% | — | 1,628 | $997K |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -6.0% | 1,676 | $997K |
| PVG Asset Management Corp. | 4.70% | Reduce -9.8% | 1,688 | $994K |
| Keener Financial Planning LLC | 0.59% | No change | 1,688 | $993K |
| Towneley Capital Management, Inc / DE | 0.24% | Reduce -6.9% | 1,682 | $990K |
| Sompo Asset Management Co., Ltd. | 0.17% | Reduce -8.7% | 1,680 | $989K |
| State of Alaska, Department of Revenue | 0.01% | New | 1,680 | $988K |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -15.6% | 1,678 | $988K |
| Clear Harbor Asset Management, LLC | 0.08% | Add +103.3% | 1,677 | $988K |
| Aspen Wealth Management LLC | 0.29% | Reduce -0.6% | 1,677 | $987K |
| Members Trust Co | 0.03% | Reduce -13.8% | 1,677 | $987K |
| SJS Investment Consulting Inc. | 0.17% | Add +94.2% | 1,672 | $984K |
| Flagship Wealth Advisors, LLC | 0.58% | — | 1,670 | $983K |
| Marks Group Wealth Management, Inc | 0.10% | Reduce -8.0% | 1,667 | $981K |
| Sandbox Financial Partners, LLC | 0.32% | Add +1.1% | 1,654 | $974K |
| Prairie Wealth Advisors, Inc. | 0.47% | Add +5.5% | 1,650 | $971K |
| Marble Harbor Investment Counsel, LLC | 0.11% | Reduce -41.9% | 1,646 | $969K |
| Wealth Advisors of Tampa Bay, LLC | 0.41% | No change | 1,646 | $969K |
| InvesTrust | 0.27% | — | 1,639 | $969K |
| Farmers National Bank | 0.28% | — | 1,643 | $967K |
| RMR Capital Management, LLC | 0.72% | No change | 1,638 | $964K |
| Portfolio Strategies, Inc. | 0.14% | Add +1.4% | 1,632 | $961K |
| Parcion Private Wealth LLC | 0.07% | No change | 1,629 | $959K |
| Life Planning Partners, Inc | 0.89% | No change | 1,628 | $959K |
| Better Money Decisions, LLC | 0.66% | Reduce -0.7% | 1,627 | $958K |
| Summitry LLC | 0.05% | Add +0.1% | 1,627 | $958K |
| Brooks, Moore & Associates, Inc. | 0.57% | No change | 1,625 | $957K |
| Sequent Planning LLC | 0.35% | Add +9.1% | 1,625 | $956K |
| Montz Harcus Wealth Management LLC | 0.53% | Add +0.7% | 1,624 | $956K |
| 180 Wealth Advisors, LLC | 0.15% | Reduce -25.1% | 1,623 | $955K |
| Hexagon Capital Partners LLC | 0.17% | Add +9.6% | 1,622 | $955K |
| Verity & Verity, LLC | 0.09% | Add +6.6% | 1,618 | $952K |
| American Investment Services, Inc. | 0.17% | Reduce -1.8% | 1,615 | $951K |
| Ifrah Financial Services, Inc. | 0.26% | Add +0.1% | 1,615 | $950K |
| Rappaport Reiches Capital Management, LLC | 0.24% | No change | 1,611 | $948K |
| Veracity Capital LLC | 0.35% | Add +7.9% | 1,611 | $948K |
| Hummer Financial Advisory Services Inc | 0.75% | No change | 1,610 | $948K |
| Aurora Private Wealth, Inc. | 0.71% | Reduce -0.1% | 1,608 | $947K |
| Prosperity Planning, Inc. | 0.43% | Reduce -2.6% | 1,608 | $947K |
| Hall Laurie J Trustee | 0.31% | Add +32.3% | 1,604 | $944K |
| Belvedere Trading LLC | 0.07% | New | 1,601 | $942K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.19% | Add +16.1% | 1,595 | $940K |
| Valtrion Capital Management, LLC | 1.99% | — | 1,584 | $933K |
| Long Run Wealth Advisors, LLC | 0.22% | Reduce -35.7% | 1,582 | $931K |
| Independent Wealth Network Inc. | 0.38% | Reduce -9.3% | 1,580 | $930K |
| William Mack & Associates, Inc. | 0.97% | — | 1,571 | $925K |
| WestEnd Advisors, LLC | 0.02% | Add +9135.3% | 1,570 | $924K |
| Madden Advisory Services, Inc. | 0.43% | Reduce -0.3% | 1,563 | $921K |
| Retirement Planning Group, LLC / NY | 1.01% | — | 1,564 | $920K |
| American Asset Management Inc. | 0.93% | Add +4.0% | 1,560 | $918K |
| Mitchell McLeod Pugh & Williams Inc. | 0.19% | No change | 1,559 | $918K |
| Ceeto Capital Group, LLC | 0.34% | No change | 1,556 | $916K |
| Ramirez Asset Management, Inc. | 0.18% | No change | 1,555 | $915K |
| Wade Financial Advisory, Inc | 0.31% | No change | 1,552 | $914K |
| Ingalls & Snyder LLC | 0.04% | Add +12.2% | 1,551 | $913K |
| Apella Capital, LLC | 0.04% | Add +5.1% | 1,549 | $912K |
| Colorado Capital Management, Inc. | 0.44% | No change | 1,550 | $912K |
| DHJJ Financial Advisors, Ltd. | 0.36% | No change | 1,549 | $912K |
| Autumn Glory Partners, LLC | 0.45% | No change | 1,540 | $907K |
| MN Wealth Advisors, LLC | 0.51% | Reduce -0.5% | 1,530 | $901K |
| Joel Adams & Associates, Inc. | 0.82% | — | 1,529 | $900K |
| Root Financial Partners, LLC | 0.11% | Add +2.5% | 1,529 | $900K |
| Investor's Fiduciary Advisor Network, LLC | 0.34% | — | 1,529 | $900K |
| Worth Asset Management, LLC | 0.48% | No change | 1,525 | $898K |
| Reik & Co., LLC | 0.21% | No change | 1,516 | $892K |
| Wealthstar Advisors, LLC | 0.39% | — | 1,512 | $890K |
| Calton & Associates, Inc. | 0.39% | Add +0.7% | 1,502 | $884K |
| Axiom Investors LLC | 0.01% | Reduce -30.1% | 1,500 | $883K |
| Portland Financial Advisors Inc | 2.37% | — | 1,498 | $882K |
| LongView Wealth Management | 0.27% | Add +3.9% | 1,498 | $882K |
| Harrell Investment Partners, LLC | 0.25% | Reduce -2.2% | 1,496 | $881K |
| Principle Wealth Partners LLC | 0.06% | No change | 1,496 | $881K |
| Donaldson Capital Management, LLC | 0.03% | Add +21.2% | 1,496 | $881K |
| Meritas Wealth Management, LLC | 0.53% | Reduce -5.9% | 1,496 | $881K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | Add +125.7% | 1,494 | $880K |
| Teamwork Financial Advisors, LLC | 0.11% | Add +3.8% | 1,493 | $879K |
| TPG Financial Advisors, LLC | 0.38% | Reduce -5.0% | 1,491 | $878K |
| Westbourne Investment Advisors, Inc. | 0.30% | Add +0.2% | 1,490 | $877K |
| Keyvantage Wealth, LLC | 0.63% | — | 1,487 | $875K |
| Planned Solutions, Inc. | 0.36% | Reduce -0.4% | 1,483 | $873K |
| DDFG, Inc | 0.25% | Add +0.1% | 1,483 | $873K |
| Guidance Capital, Inc. | 0.27% | Add +71.4% | 1,428 | $872K |
| Navellier & Associates Inc. | 0.10% | No change | 1,480 | $871K |
| Summit Investment Advisory Services, LLC | 0.45% | Add +0.5% | 1,477 | $869K |
| Adero Partners, LLC | 0.06% | Reduce -5.6% | 1,475 | $868K |
| WT Wealth Management | 0.27% | Reduce -0.5% | 1,470 | $865K |
| STAR Financial Bank | 0.62% | Reduce -30.7% | 1,469 | $865K |
| Moment Partners, LLC | 0.16% | — | 1,466 | $863K |
| Burton Enright Welch | 0.18% | Add +18.5% | 1,463 | $861K |
| L.M. Kohn & Company | 0.22% | Reduce -5.0% | 1,459 | $859K |
| Objectivity Squared, LLC | 0.60% | Reduce -1.9% | 1,471 | $858K |
| Balboa Wealth Partners | 0.20% | Add +12.8% | 1,457 | $858K |
| Sincerus Advisory, LLC | 0.92% | — | 1,457 | $858K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | Add +11.2% | 1,450 | $854K |
| Culbertson A N & Co. Inc. | 0.14% | Reduce -5.9% | 1,450 | $854K |
| Seaside Wealth Management, Inc. | 0.31% | Add +3.1% | 1,449 | $853K |
| DSG Capital Advisors, LLC | 0.15% | — | 1,445 | $851K |
| Shearwater Capital LLC | 0.58% | No change | 1,442 | $849K |
| McLean Asset Management Corp | 0.25% | No change | 1,440 | $848K |
| Safeguard Financial, LLC | 0.18% | Reduce -33.3% | 1,440 | $848K |
| Lloyd Advisory Services, LLC. | 0.40% | Reduce -9.0% | 1,437 | $846K |
| BNC Wealth Management, LLC | 0.28% | No change | 1,437 | $846K |
| GatePass Capital, LLC | 0.94% | — | 1,436 | $845K |
| Independent Family Office, LLC | 0.44% | No change | 1,434 | $844K |
| Shakespeare Wealth Management, LLC | 0.23% | Reduce -6.3% | 1,434 | $844K |
| Shepherd Kaplan Krochuk, LLC | 0.70% | Reduce -9.5% | 1,432 | $843K |
| Avion Wealth | 0.22% | Reduce -0.6% | 1,431 | $842K |
| TrinityBridge Ltd | 0.02% | No change | 1,430 | $842K |
| Hartford Funds Management Co LLC | 0.08% | Add +287.5% | 1,426 | $839K |
| Signature Resources Capital Management, LLC | 0.75% | No change | 1,425 | $839K |
| Reyes Financial Architecture, Inc. | 0.66% | — | 1,423 | $838K |
| Cambria Investment Management, L.P. | 0.05% | New | 1,420 | $836K |
| Chemistry Wealth Management LLC | 0.20% | Add +0.3% | 1,418 | $835K |
| Partners in Financial Planning | 0.17% | Add +16.6% | 1,416 | $833K |
| Amplius Wealth Advisors, LLC | 0.09% | Add +0.4% | 1,413 | $832K |
| Capital Investment Services of America, Inc. | 0.08% | Add +0.2% | 1,410 | $830K |
| BCS Wealth Management | 0.21% | New | 1,409 | $830K |
| Bennett Selby Investments LP | 0.33% | No change | 1,408 | $829K |
| AssuredPartners Investment Advisors, LLC | 0.16% | — | 1,399 | $824K |
| NBZ Investment Advisors LLC | 0.46% | — | 1,397 | $822K |
| Hudson Capital Management LLC | 0.26% | Reduce -0.4% | 1,394 | $821K |
| Staley Capital Advisers Inc. | 0.04% | No change | 1,393 | $820K |
| River Street Advisors LLC | 0.42% | Reduce -24.3% | 1,393 | $820K |
| Slow Capital, Inc. | 0.12% | No change | 1,392 | $819K |
| Gibson Capital, LLC | 0.17% | No change | 1,391 | $819K |
| Legacy Financial Group, Inc. | 0.26% | Add +0.2% | 1,391 | $819K |
| Navalign, LLC | 0.24% | Reduce -4.3% | 1,391 | $819K |
| Redwood Financial Network Corp | 0.61% | Add +45.5% | 1,390 | $818K |
| Bouchey Financial Group, Ltd. | 0.07% | Reduce -19.5% | 1,390 | $818K |
| Elm3 Financial Group, LLC | 0.70% | — | 1,389 | $818K |
| Johnson Bixby & Associates, LLC | 0.12% | Reduce -0.1% | 1,387 | $817K |
| VSM Wealth Advisory, LLC | 0.29% | — | 1,387 | $816K |
| Regency Capital Management Inc.\DE | 0.44% | No change | 1,385 | $815K |
| Blankinship & Foster, LLC | 0.20% | No change | 1,381 | $813K |
| Meeder Advisory Services, Inc. | 0.05% | Reduce -1.0% | 1,380 | $812K |
| Consolidated Portfolio Review Corp | 0.13% | Add +107.5% | 1,376 | $810K |
| MeadowBrook Investment Advisors LLC | 0.73% | New | 1,374 | $809K |
| Yardley Wealth Management LLC | 0.39% | Add +189.1% | 1,382 | $808K |
| Tenret Co LLC | 0.51% | Add +4.9% | 1,371 | $807K |
| Clearview Wealth Advisors LLC | 0.61% | Reduce -3.4% | 1,369 | $806K |
| Victory Financial Group, LLC | 0.21% | — | 1,368 | $806K |
| Walter & Keenan Wealth Management LLC /in/ | 0.24% | Reduce -14.0% | 1,368 | $805K |
| Main Street Research LLC | 0.05% | Reduce -27.2% | 1,366 | $804K |
| Financial Futures Ltd Liability Co. | 0.46% | Add +1.2% | 1,365 | $803K |
| Sabal Trust CO | 0.05% | Add +15.4% | 1,362 | $802K |
| Great Waters Wealth Management | 0.10% | Add +2.3% | 1,357 | $799K |
| LJI Wealth Management, LLC | 0.16% | Add +1.1% | 1,357 | $799K |
| KPP Advisory Services LLC | 0.19% | Reduce -1.4% | 1,356 | $798K |
| TruNorth Capital Management, LLC | 0.22% | No change | 1,349 | $794K |
| Capital Market Strategies LLC | 0.46% | Reduce -0.1% | 1,347 | $793K |
| Andrew Hill Investment Advisors, Inc. | 0.59% | Reduce -11.7% | 1,342 | $791K |
| Paragon Advisors, LLC | 0.27% | Add +25.2% | 1,341 | $789K |
| SMART Wealth LLC | 0.28% | Add +6.3% | 1,341 | $789K |
| ProVise Management Group, LLC | 0.07% | Reduce -20.7% | 1,337 | $787K |
| Arrowroot Family Office, LLC | 0.41% | Reduce -22.7% | 1,333 | $784K |
| Main Street Group, LTD | 0.33% | Add +8.9% | 1,328 | $782K |
| Bath Savings Trust Co | 0.08% | Add +5.7% | 1,328 | $782K |
| RW Investment Management LLC | 0.10% | Reduce -38.9% | 1,326 | $781K |
| Investment Research & Advisory Group, Inc. | 0.32% | Reduce -1.5% | 1,323 | $779K |
| SpringVest Wealth Management LLC | 0.67% | — | 1,320 | $777K |
| Opes Wealth Management LLC | 0.16% | Add +224.1% | 1,316 | $775K |
| USAdvisors Wealth Management, LLC | 0.25% | Add +3.4% | 1,316 | $774K |
| Frisch Financial Group, Inc. | 0.23% | No change | 1,313 | $773K |
| Chatham Capital Group, Inc. | 0.13% | No change | 1,309 | $771K |
| Ridgeline Wealth Planning, LLC | 0.74% | — | 1,306 | $769K |
| Conservest Capital Advisors, Inc. | 0.08% | Reduce -4.4% | 1,303 | $767K |
| Sageworth Trust Co of South Dakota | 0.97% | No change | 1,302 | $766K |
| Chris Bulman Inc | 0.49% | Reduce -0.9% | 1,302 | $766K |
| Townsend Asset Management Corp. /NC/ | 0.28% | Reduce -0.3% | 1,299 | $765K |
| Invesco Ltd. | 0.00% | No change | 1,297 | $764K |
| Commons Capital, LLC | 0.69% | New | 1,297 | $763K |
| Pathway Financial Advisors LLC | 0.18% | Reduce -1.3% | 1,297 | $763K |
| Wimmer Associates 1, LLC | 0.38% | Add +3.6% | 1,295 | $762K |
| Iams Wealth Management, LLC | 0.35% | Add +2.9% | 1,292 | $761K |
| Compton Wealth Advisory Group, LLC | 0.20% | Reduce -30.6% | 1,287 | $758K |
| VCI Wealth Management LLC | 0.32% | Add +6.5% | 1,286 | $757K |
| Grant Private Wealth Management Inc | 0.82% | — | 1,284 | $756K |
| White Knight Strategic Wealth Advisors, LLC | 0.32% | New | 1,280 | $754K |
| Fenimore Asset Management Inc | 0.02% | Reduce -1.5% | 1,280 | $754K |
| Lokken Investment Group LLC | 0.33% | Add +4.3% | 1,278 | $752K |
| Register Financial Advisors LLC | 0.38% | Add +3.6% | 1,277 | $752K |
| Foster & Motley Inc. | 0.05% | Reduce -4.8% | 1,272 | $749K |
| Fiduciary Financial Group, LLC | 0.16% | Reduce -2.4% | 1,282 | $748K |
| Friedenthal Financial | 0.44% | Add +586.5% | 1,270 | $748K |
| First National Bank of Mount Dora, Trust Investment Services | 0.17% | No change | 1,269 | $747K |
| Collaborative Wealth Managment Inc. | 0.34% | Add +2.5% | 1,269 | $747K |
| Powers Advisory Group, LLC | 0.37% | Add +42.3% | 1,264 | $744K |
| Matrix Private Capital Group LLC | 0.42% | Add +25.9% | 1,263 | $744K |
| Centerpoint Advisory Group | 0.72% | — | 1,260 | $742K |
| Anchor Capital Advisors LLC | 0.02% | No change | 1,257 | $740K |
| Gill Capital Partners, LLC | 0.27% | Add +10.0% | 1,256 | $739K |
| Tsfg, LLC | 0.15% | Reduce -0.2% | 1,256 | $739K |
| Indie Asset Partners, LLC | 0.58% | Add +2.5% | 1,255 | $739K |
| Capstone Financial Advisors, Inc. | 0.05% | Reduce -4.6% | 1,254 | $738K |
| Financial Network Wealth Advisors LLC | 1.37% | Reduce -61.3% | 1,254 | $738K |
| ARS Wealth Advisors Group, LLC | 0.10% | Reduce -14.1% | 1,251 | $736K |
| Fayez Sarofim & Co | 0.00% | Add +192.0% | 1,247 | $734K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -15.0% | 1,245 | $733K |
| Tenon Financial LLC | 0.47% | Add +0.2% | 1,243 | $730K |
| D L Carlson Investment Group Inc. | 0.13% | Add +1.6% | 1,239 | $729K |
| N.E.W. Advisory Services LLC | 0.07% | Add +1.9% | 1,236 | $728K |
| Convergence Financial, LLC | 0.14% | Reduce -1.1% | 1,231 | $724K |
| CFM Wealth Partners LLC | 0.12% | Add +8.6% | 1,230 | $724K |
| O'Brien Wealth Partners LLC | 0.13% | No change | 1,220 | $718K |
| Martin & Co. Inc. | 0.18% | No change | 1,217 | $716K |
| Fiduciary Alliance LLC | 0.07% | Add +22.1% | 1,215 | $716K |
| Charis Legacy Partners, LLC | 1.46% | — | 1,215 | $715K |
| Horizons Wealth Management | 0.55% | Reduce -4.2% | 1,215 | $715K |
| Field & Main Bank | 0.25% | No change | 1,215 | $715K |
| Kondo Wealth Advisors, Inc. | 0.36% | — | 1,213 | $714K |
| Evelyn Partners Investment Management LLP | 0.02% | — | 1,213 | $714K |
| Avant Financial Advisors LLC | 0.65% | — | 1,211 | $713K |
| Tandem Capital Management Corp. | 0.38% | Add +2.5% | 1,211 | $713K |
| RAM Investment Partners, LLC | 0.18% | Add +0.8% | 1,210 | $712K |
| Eagle Ridge Investment Management | 0.06% | No change | 1,207 | $711K |
| Prosperity Financial Group, Inc. | 0.36% | Add +1.3% | 1,206 | $710K |
| Mittelman Wealth Management | 0.66% | Reduce -0.4% | 1,206 | $710K |
| Florida Financial Advisors, LLC | 0.32% | Add +67.5% | 1,204 | $709K |
| Tennessee Valley Asset Management Partners | 0.12% | Reduce -22.4% | 1,204 | $709K |
| Wealthfront Advisers LLC | 0.00% | Reduce -22.5% | 1,195 | $703K |
| Kolinsky Wealth Management, LLC | 0.43% | Add +42.0% | 1,191 | $701K |
| Legacy Solutions, LLC | 0.76% | — | 1,190 | $701K |
| Nestegg Advisors, Inc. | 0.70% | — | 1,147 | $691K |
| LifeWealth Investments, LLC | 0.46% | — | 1,170 | $689K |
| Rock Point Advisors, LLC | 0.20% | New | 1,170 | $689K |
| Aries Wealth Management | 0.19% | No change | 1,169 | $688K |
| D.B. Root & Company, LLC | 0.22% | Reduce -4.5% | 1,168 | $688K |
| Stiles Financial Services Inc | 0.25% | Add +0.1% | 1,168 | $688K |
| Innova Wealth Partners | 0.43% | New | 1,166 | $686K |
| Front Row Advisors LLC | 0.24% | Reduce -4.3% | 1,166 | $686K |
| GK Wealth Management LLC | 0.87% | — | 1,165 | $686K |
| AmeriServ Wealth Advisors | 0.37% | — | 1,163 | $685K |
| GGM Financial LLC | 0.73% | Reduce -1.0% | 1,159 | $682K |
| Tilson Financial Group, Inc. | 0.28% | Add +3.6% | 1,153 | $679K |
| Argentarii, LLC | 0.34% | — | 1,151 | $678K |
| Strategic Financial Planning, Inc. | 0.46% | No change | 1,149 | $676K |
| Zuckerman Investment Group, LLC | 0.06% | Add +1.8% | 1,124 | $675K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -5.6% | 1,147 | $675K |
| W1M Investment Management Ltd | 0.01% | Reduce -32.5% | 1,145 | $674K |
| Aspiring Ventures, LLC | 0.43% | — | 1,123 | $674K |
| Marion Wealth Management | 0.18% | Reduce -5.5% | 1,143 | $673K |
| KKM Financial LLC | 0.28% | No change | 1,137 | $669K |
| Smart Portfolios, LLC | 0.70% | Reduce -44.5% | 1,136 | $669K |
| Michael A. Dubis Financial Planning, LLC | 0.65% | — | 1,137 | $669K |
| Pinney & Scofield, Inc. | 0.51% | — | 1,134 | $668K |
| Manuka Financial, LLC | 0.45% | — | 1,132 | $666K |
| L.K. Benson & Company, P.C. | 0.47% | — | 1,129 | $665K |
| Activest Wealth Management | 0.19% | Add +1.1% | 1,127 | $664K |
| Fourpath Capital Management, LLC | 0.12% | Reduce -3.3% | 1,124 | $662K |
| Somerset Trust Co | 0.25% | No change | 1,123 | $661K |
| TPG Advisors LLC | 0.52% | Add +2.2% | 1,121 | $660K |
| RDA Financial Network | 0.19% | Add +0.5% | 1,120 | $660K |
| St. Louis Trust Co | 0.09% | No change | 1,120 | $659K |
| Glenorchy Capital Ltd | 0.47% | No change | 1,118 | $658K |
| Concord Wealth Partners | 0.11% | Reduce -7.6% | 1,114 | $656K |
| Safeguard Investment Advisory Group, LLC | 0.18% | Reduce -2.0% | 1,113 | $655K |
| Hunter Associates Investment Management LLC | 0.10% | Add +15.1% | 1,114 | $655K |
| one8zero8, LLC | 0.14% | — | 1,111 | $654K |
| Jackson Square Capital, LLC | 0.16% | Add +16.3% | 1,111 | $654K |
| Resolute Wealth Strategies, LLC | 0.34% | Add +8.0% | 1,109 | $653K |
| Atmos Advisory, LLC | 0.45% | New | 1,109 | $653K |
| True Wealth Design, LLC | 0.25% | No change | 1,105 | $650K |
| Wealthstream Advisors, Inc. | 0.12% | Add +21.4% | 1,105 | $650K |
| Marco Investment Management LLC | 0.06% | Add +5.0% | 1,103 | $649K |
| Future Financial Wealth Managment LLC | 0.47% | No change | 1,102 | $649K |
| John W. Brooker & Co., CPAs | 0.28% | Add +26.7% | 1,100 | $648K |
| Seneca House Advisors | 0.26% | Add +6.6% | 1,100 | $647K |
| M.E. Allison & Co., Inc. | 0.71% | — | 1,098 | $646K |
| Bensler, LLC | 0.08% | Add +1.3% | 1,097 | $646K |
| FWG Investments, LLC. | 0.50% | Reduce -2.2% | 1,097 | $646K |
| Radnor Capital Management, LLC | 0.11% | Reduce -8.4% | 1,089 | $641K |
| Apriem Advisors | 0.07% | Add +43.7% | 1,089 | $641K |
| Total Wealth Planning, LLC | 0.10% | No change | 1,088 | $640K |
| FourThought Financial Partners, LLC | 0.07% | No change | 1,087 | $640K |
| Ethic Inc. | 0.01% | New | 1,085 | $639K |
| Barlow Wealth Partners, LLC | 0.08% | Add +0.8% | 1,070 | $637K |
| West Oak Capital, LLC | 0.34% | No change | 1,081 | $636K |
| Hanson & Doremus Investment Management | 0.10% | No change | 1,081 | $636K |
| Wealthspan Partners, LLC | 0.30% | No change | 1,078 | $635K |
| United Bank | 0.27% | Reduce -0.1% | 1,078 | $635K |
| Proactive Wealth Strategies LLC | 0.33% | Add +24.4% | 1,077 | $634K |
| HMS Capital Management, LLC | 0.31% | No change | 1,076 | $633K |
| Littlejohn Financial Services, Inc. | 0.57% | — | 1,075 | $633K |
| LongView Asset Management LLC | 0.55% | — | 1,071 | $630K |
| Next Level Private LLC | 0.25% | Add +1.9% | 1,070 | $630K |
| FSA Wealth Management LLC | 0.26% | Reduce -7.0% | 1,068 | $629K |
| Milestone Asset Management, LLC | 0.14% | Add +0.1% | 1,067 | $628K |
| Hamilton Point Investment Advisors, LLC | 0.11% | No change | 1,067 | $628K |
| Twelve Points Wealth Management LLC | 0.18% | Reduce -0.7% | 1,066 | $628K |
| Hills Bank & Trust Co | 0.05% | Add +104.6% | 1,060 | $624K |
| Hobbs Group Advisors, LLC | 0.23% | Add +2.4% | 1,060 | $624K |
| Hofer & Associates. Inc | 0.42% | Reduce -0.8% | 1,060 | $624K |
| Capital International Investors | 0.00% | Add +23.7% | 1,053 | $622K |
| Peninsula Asset Management Inc. | 0.33% | Add +4.6% | 1,053 | $620K |
| West Michigan Advisors, LLC | 0.19% | Reduce -6.8% | 1,048 | $617K |
| Seven Mile Advisory | 0.39% | No change | 1,041 | $613K |
| Haverford Financial Services, Inc. | 0.19% | No change | 1,040 | $612K |
| West Wealth Group, LLC | 0.18% | Add +15.6% | 1,035 | $610K |
| Slagle Financial, LLC | 0.27% | Reduce -7.8% | 1,033 | $608K |
| Rockport Wealth LLC | 0.27% | Add +9.7% | 1,031 | $607K |
| Stonekeep Investments, LLC | 0.45% | Reduce -3.6% | 1,030 | $606K |
| Delta Asset Management LLC | 0.05% | No change | 1,029 | $606K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 1,023 | $602K |
| Dash Acquisitions Inc. | 0.13% | No change | 991 | $602K |
| Key Client Fiduciary Advisors, LLC | 0.27% | Reduce -0.5% | 1,021 | $601K |
| Hickory Point Bank & Trust | 0.53% | — | 1,021 | $601K |
| Hibernia Wealth Partners, LLC | 0.46% | Reduce -60.7% | 1,019 | $600K |
| McDonald Partners LLC | 0.15% | Reduce -3.6% | 1,017 | $599K |
| Silver Oak Advisory Group, Inc. | 0.32% | No change | 1,019 | $599K |
| Financial & Tax Architects, LLC | 0.15% | Reduce -45.9% | 1,015 | $598K |
| Private Management Group Inc. | 0.02% | Add +21.1% | 1,015 | $598K |
| Griffith & Werner, Inc. | 0.39% | — | 1,012 | $596K |
| Crews Bank & Trust | 0.10% | — | 1,008 | $593K |
| Mark Sheptoff Financial Planning, LLC | 0.32% | Add +0.5% | 1,007 | $593K |
| Tidemark, LLC | 0.23% | Reduce -0.3% | 1,006 | $592K |
| Black Maple Capital Management LP | 0.45% | New | 1,000 | $589K |
| Gleason Group, Inc. | 0.10% | Reduce -0.3% | 997 | $587K |
| Cardinal Point Capital Management ULC | 0.09% | Add +9.3% | 997 | $587K |
| United Bank | 0.07% | No change | 996 | $586K |
| Sage Private Wealth Group, LLC | 0.44% | Add +0.1% | 995 | $586K |
| Austin Wealth Management, LLC | 0.12% | Add +3.2% | 974 | $585K |
| Ipsen Advisor Group LLC | 0.50% | — | 992 | $584K |
| Barr E S & Co. | 0.03% | No change | 992 | $584K |
| Valued Wealth Advisors LLC | 0.37% | Add +65.7% | 991 | $584K |
| Iron Horse Wealth Management, LLC | 0.20% | Reduce -2.0% | 990 | $583K |
| Bell Bank | 0.04% | Add +3.4% | 987 | $581K |
| Plimoth Trust Co. LLC | 0.15% | Reduce -2.6% | 986 | $580K |
| Cypress Capital, LLC | 0.17% | Reduce -90.3% | 985 | $580K |
| Bonfire Financial | 0.52% | — | 984 | $579K |
| Carlson Capital Management | 0.03% | Add +18.3% | 982 | $578K |
| City State Bank | 0.20% | No change | 982 | $578K |
| Grey Fox Wealth Advisors, LLC | 0.16% | Reduce -4.3% | 982 | $578K |
| Monte Financial Group, LLC | 0.25% | Reduce -4.6% | 980 | $577K |
| Compass Wealth Management LLC | 0.14% | No change | 979 | $576K |
| Petredis Investment Advisors LLC | 0.06% | No change | 978 | $576K |
| Mirador Capital Partners LP | 0.10% | Add +26.0% | 978 | $576K |
| Financial Partners Group, LLC | 0.24% | Add +15.0% | 975 | $574K |
| Monument Group Wealth Advisors, LLC | 0.41% | Add +0.2% | 974 | $574K |
| Cambridge Advisors Inc. | 0.13% | No change | 973 | $573K |
| First Nebraska Trust Co | 0.06% | No change | 973 | $573K |
| Azimuth Capital Investment Management LLC | 0.02% | Add +4.2% | 966 | $569K |
| Pinnacle Financial Group, LLC / IL | 0.22% | Add +27.6% | 965 | $568K |
| Grange Capital, LLC | 0.59% | — | 962 | $566K |
| BIP Alliance, LLC | 0.24% | — | 961 | $566K |
| Riggs Capital Management LLC | 0.55% | — | 961 | $566K |
| Tobias Financial Advisors, Inc. | 0.11% | Add +14.8% | 957 | $563K |
| Great Lakes Retirement, Inc. | 0.07% | Reduce -2.6% | 956 | $563K |
| Smith & Howard Wealth Management, LLC | 0.16% | Reduce -10.7% | 953 | $561K |
| Clark Financial Services Group Inc. | 0.43% | No change | 951 | $560K |
| Brandywine Trust Co. | 0.09% | New | 951 | $560K |
| Stonebrook Private Inc. | 0.15% | Reduce -4.7% | 945 | $556K |
| L. Roy Papp & Associates, LLP | 0.06% | No change | 944 | $556K |
| Up Strategic Wealth Investment Advisors LLC | 0.55% | No change | 941 | $554K |
| Tanager Wealth Management LLP | 0.07% | Reduce -42.0% | 939 | $553K |
| Financial Enhancement Group LLC | 0.08% | New | 946 | $553K |
| Integral Investment Advisors, Inc. | 0.18% | Reduce -0.3% | 936 | $551K |
| BCO Wealth Management LLC | 0.46% | — | 935 | $550K |
| Kickstand Ventures, Llc. | 0.14% | Reduce -1.2% | 935 | $550K |
| Financial Security Advisor, Inc. | 0.14% | Reduce -6.7% | 934 | $550K |
| Private Wealth Group, LLC | 0.27% | No change | 931 | $548K |
| Nicollet Investment Management, Inc. | 0.19% | No change | 931 | $548K |
| Mountain Capital Investment Advisors Inc. | 0.11% | Add +23.0% | 910 | $546K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.25% | Reduce -0.1% | 926 | $545K |
| Axis Wealth Partners, LLC | 0.46% | — | 925 | $545K |
| TruWealth Advisors, LLC | 0.03% | No change | 925 | $545K |
| Beacon Financial Strategies CORP | 0.36% | No change | 925 | $544K |
| Richardson Capital Management LLC | 0.35% | No change | 924 | $544K |
| Castle Rock Wealth Management, LLC | 0.13% | Reduce -4.9% | 887 | $543K |
| Arkos Global Advisors | 0.08% | Reduce -35.4% | 920 | $542K |
| Frazier Financial Advisors, LLC | 0.43% | Add +57.4% | 916 | $541K |
| HRC Wealth Management, LLC | 0.32% | Add +60.3% | 917 | $540K |
| Global Wealth Strategies & Associates | 0.17% | No change | 910 | $536K |
| Heritage Wealth Management, Inc. | 0.18% | No change | 910 | $536K |
| Jacksonville Wealth Management, LLC | 0.50% | — | 908 | $535K |
| LVM Capital Management Ltd. | 0.06% | Add +58.1% | 903 | $532K |
| Team Financial Group, LLC | 0.30% | Add +1.5% | 903 | $531K |
| First City Capital Management, Inc. | 0.28% | No change | 902 | $531K |
| Northwest Quadrant Wealth Management, LLC | 0.12% | New | 901 | $530K |
| Navis Wealth Advisors, LLC | 0.58% | Add +1.8% | 901 | $530K |
| Willner & Heller, LLC | 0.46% | Reduce -3.4% | 901 | $530K |
| Matauro, LLC | 0.11% | — | 900 | $530K |
| Cravens & Co Advisors, LLC | 0.40% | No change | 900 | $530K |
| AdviceOne Advisory Services, LLC | 0.47% | — | 899 | $529K |
| Mascagni Wealth Management, Inc. | 0.52% | — | 938 | $527K |
| Regatta Capital Group, LLC | 0.10% | Reduce -0.7% | 895 | $527K |
| Financial Strategies Group, Inc. | 0.13% | No change | 897 | $523K |
| Pointe Capital Management LLC | 0.30% | No change | 888 | $523K |
| Lodestone Wealth Management LLC | 0.26% | No change | 887 | $522K |
| Nordwand Advisors, LLC | 0.21% | No change | 885 | $521K |
| Mid-American Wealth Advisory Group, Inc. | 0.30% | Add +25.7% | 881 | $519K |
| Sustainable Growth Advisers, LP | 0.00% | New | 881 | $519K |
| Grant/GrossMendelsohn, LLC | 0.27% | Reduce -1.2% | 881 | $519K |
| Piedmont Capital Management, LLC | 0.31% | Add +3.0% | 882 | $518K |
| Sollinda Capital Management LLC | 0.14% | Add +1.9% | 879 | $518K |
| Vestia Personal Wealth Advisors | 0.43% | Reduce -1.9% | 878 | $517K |
| Covenant Partners, LLC | 0.16% | No change | 875 | $515K |
| NewSquare Capital LLC | 0.04% | No change | 874 | $515K |
| Challenger Wealth Management | 0.44% | — | 872 | $513K |
| Union Savings Bank | 0.25% | No change | 871 | $513K |
| Retirement Capital Strategies | 0.19% | Reduce -42.5% | 870 | $512K |
| Avity Investment Management Inc. | 0.04% | Add +4.0% | 869 | $512K |
| Family Capital Trust Co | 0.17% | No change | 869 | $512K |
| Eclectic Associates Inc. | 0.15% | New | 866 | $510K |
| Whitener Capital Management, Inc. | 0.14% | Reduce -6.7% | 864 | $509K |
| Alpha Zero LLC | 0.39% | — | 864 | $509K |
| Warwick Investment Management, Inc. | 0.10% | New | 863 | $508K |
| Center for Financial Planning, Inc. | 0.07% | Reduce -0.7% | 860 | $506K |
| SS&H Financial Advisors, Inc. | 0.18% | No change | 858 | $506K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +0.3% | 859 | $506K |
| Investment Planning Advisors, Inc. | 0.22% | Reduce -6.2% | 859 | $506K |
| Cornerstone National Bank & Trust Co | 0.23% | No change | 857 | $504K |
| Holderness Investments Co. | 0.11% | Reduce -37.2% | 854 | $503K |
| Integrity Financial Corp | 0.29% | Add +182.4% | 853 | $502K |
| Greenfield Savings Bank | 0.24% | Reduce -4.5% | 852 | $502K |
| Three Magnolias Financial Advisors, LLC | 0.53% | — | 851 | $501K |
| Blue Capital, Inc. | 0.35% | — | 850 | $500K |
| Farrell Financial LLC | 0.36% | Reduce -1.3% | 850 | $500K |
| Kraft Asset Management, LLC | 0.39% | No change | 839 | $500K |
| Evolution Wealth Advisors, LLC | 0.08% | No change | 847 | $499K |
| Am Investment Strategies LLC | 0.12% | No change | 845 | $498K |
| Hill Investment Group Partners, LLC | 0.07% | No change | 845 | $497K |
| Cathy Pareto & Associates, Inc. | 0.46% | — | 844 | $497K |
| Emprise Bank | 0.28% | New | 844 | $497K |
| Davis Capital Management | 0.40% | Reduce -5.8% | 842 | $496K |
| Grove Street Fiduciary, LLC | 0.26% | — | 841 | $495K |
| Buttonwood Financial Advisors Inc. | 0.22% | Add +0.8% | 837 | $492K |
| Howard Capital Management Group, LLC | 0.03% | No change | 833 | $490K |
| Exchange Bank | 0.39% | Add +66.6% | 833 | $490K |
| Westside Investment Management, Inc. | 0.10% | Add +30.9% | 830 | $489K |
| Annandale Capital, LLC | 0.10% | No change | 829 | $488K |
| Planning Directions Inc. | 0.28% | Reduce -0.5% | 826 | $486K |
| Pin Oak Investment Advisors Inc. | 0.44% | No change | 843 | $486K |
| Obsidian Personal Planning Solutions LLC | 0.23% | Add +23.4% | 801 | $484K |
| Taylor Financial Group, Inc. | 0.33% | No change | 820 | $483K |
| Canandaigua National Trust Co of Florida | 0.38% | Reduce -2.6% | 818 | $482K |
| WealthCare Investment Partners, LLC | 0.21% | Reduce -2.3% | 820 | $481K |
| Longview Financial Advisors, Inc. | 0.38% | Reduce -4.2% | 817 | $481K |
| Black Swift Group, LLC | 0.10% | Add +41.3% | 815 | $480K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | No change | 814 | $479K |
| Security Financial Services, INC. | 0.10% | Reduce -4.3% | 814 | $479K |
| Meridian Investment Counsel Inc. | 0.14% | No change | 810 | $477K |
| Richmond Brothers, Inc. | 0.31% | No change | 809 | $476K |
| LVW Advisors, LLC | 0.06% | Reduce -0.3% | 807 | $475K |
| Riverview Trust Co | 0.43% | Reduce -2.4% | 805 | $474K |
| M. Kulyk & Associates, LLC | 0.10% | No change | 803 | $473K |
| Fagan Associates, Inc. | 0.07% | No change | 802 | $472K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 801 | $472K |
| Tucker Asset Management LLC | 0.11% | Add +80.6% | 800 | $471K |
| Vienna Asset Management LLC | 0.32% | Add +56.0% | 797 | $469K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 797 | $469K |
| Beckerman Institutional, LLC | 0.38% | No change | 796 | $469K |
| RMR Wealth Builders | 0.05% | Reduce -3.2% | 794 | $468K |
| Prism Advisors, Inc. | 0.14% | No change | 793 | $467K |
| Peak Retirement Planning, Inc. | 0.31% | — | 789 | $465K |
| Westshore Wealth, LLC | 0.19% | No change | 789 | $464K |
| O'ROURKE & COMPANY, Inc | 0.23% | Add +2.8% | 783 | $461K |
| Dunhill Financial, LLC | 0.21% | Add +107.7% | 783 | $461K |
| Petra Financial Advisors Inc. | 0.31% | No change | 782 | $460K |
| DiNuzzo Private Wealth, Inc. | 0.06% | No change | 781 | $460K |
| Quantum Financial Advisors, LLC | 0.07% | No change | 779 | $459K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Add +16.3% | 778 | $458K |
| Orange Investment Advisors, Inc. | 0.05% | No change | 775 | $456K |
| Kaizen Financial Strategies | 0.26% | Reduce -23.9% | 773 | $455K |
| Hillman Capital Management, Inc. | 0.17% | Add +87.4% | 772 | $454K |
| Noesis Capital Mangement Corp. | 0.09% | Reduce -5.8% | 771 | $454K |
| Core Wealth Partners LLC | 0.26% | Add +1.4% | 768 | $452K |
| WealthTrust Asset Management, LLC | 0.32% | Add +0.3% | 768 | $452K |
| Columbia Asset Management | 0.09% | No change | 766 | $451K |
| GoalVest Advisory LLC | 0.12% | Add +27.9% | 765 | $450K |
| Core Alternative Capital | 0.09% | Reduce -14.4% | 765 | $450K |
| von Borstel & Associates, Inc. | 0.18% | No change | 765 | $450K |
| Finley Financial, LLC | 0.23% | — | 755 | $450K |
| Seneschal Advisors, LLC | 0.38% | — | 763 | $449K |
| Priebe Wealth Holdings LLC | 0.30% | Reduce -0.4% | 763 | $449K |
| JPL Wealth Management, LLC | 0.13% | — | 761 | $448K |
| Holcombe Financial, Inc. | 0.37% | — | 760 | $447K |
| Clarity Wealth Development LLC | 0.49% | — | 740 | $447K |
| Burns J W & Co. Inc. | 0.06% | No change | 760 | $447K |
| Cullen Investment Group, LTD. | 0.07% | Add +30.0% | 759 | $447K |
| Strategic Family Wealth Counselors, L.L.C. | 0.15% | Add +0.1% | 759 | $447K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Reduce -0.1% | 755 | $446K |
| Clarity Financial LLC | 0.05% | Add +3.6% | 756 | $445K |
| Quest Investment Management LLC | 0.05% | Add +1.8% | 756 | $445K |
| Wells Trecaso Financial Group, LLC | 0.15% | No change | 755 | $444K |
| Plan Group Financial, LLC | 0.23% | Reduce -2.2% | 753 | $443K |
| Kidder Stephen W | 0.13% | Reduce -6.3% | 750 | $442K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 750 | $442K |
| OLIO Financial Planning | 0.15% | Reduce -18.4% | 749 | $441K |
| Summit Global Investments | 0.03% | Reduce -73.8% | 749 | $441K |
| Rothschild Capital Partners, LLC | 0.11% | Reduce -2.0% | 748 | $440K |
| Basepoint Wealth LLC | 0.35% | Reduce -12.9% | 747 | $440K |
| Wela Strategies, Inc. | 0.19% | Reduce -55.9% | 41,991 | $439K |
| Cornerstone Planning Group LLC | 0.11% | Reduce -9.1% | 729 | $439K |
| Marietta Investment Partners LLC | 0.10% | No change | 745 | $439K |
| RVW Wealth, LLC | 0.04% | Reduce -9.6% | 742 | $437K |
| Brio Consultants, LLC | 0.07% | Add +1.4% | 741 | $436K |
| Baxter Bros Inc. | 0.06% | No change | 741 | $436K |
| Finer Wealth Management, Inc. | 0.25% | Reduce -10.1% | 740 | $436K |
| Channel Wealth LLC | 0.14% | Add +4.5% | 737 | $434K |
| Guided Capital Wealth Management, LLC | 0.40% | — | 736 | $433K |
| Trevian Wealth Management LLC | 0.32% | Reduce -0.9% | 734 | $432K |
| Caitlin John, LLC | 0.29% | Add +13.7% | 732 | $431K |
| Drucker Wealth 3.0, LLC | 0.10% | Reduce -29.3% | 730 | $430K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 730 | $430K |
| Richmond Investment Services, LLC | 0.24% | — | 727 | $428K |
| CPC Advisors, LLC | 0.06% | Reduce -27.4% | 723 | $426K |
| Veridan Wealth LLC | 0.20% | — | 708 | $425K |
| Hassell Wealth Management, LLC | 0.17% | No change | 700 | $425K |
| Center For Asset Management LLC | 0.27% | Reduce -30.3% | 721 | $425K |
| Wiser Advisor Group LLC | 0.62% | Add +3.0% | 721 | $424K |
| Ellsworth Advisors, LLC | 0.11% | Add +5.1% | 720 | $424K |
| Royal Fund Management, LLC | 0.05% | Reduce -50.2% | 718 | $424K |
| Coston, McIsaac & Partners | 0.13% | No change | 717 | $422K |
| Manske Wealth Management | 0.17% | — | 716 | $421K |
| Dover Advisors, LLC | 0.24% | Reduce -1.0% | 715 | $421K |
| O'Brien Greene & Co. Inc | 0.14% | Reduce -3.8% | 713 | $420K |
| Cordgrass Capital Advisors, LLC | 0.12% | Reduce -0.1% | 712 | $419K |
| Fielder Capital Group LLC | 0.13% | No change | 711 | $418K |
| EWG Elevate Inc. | 0.13% | Add +20.9% | 710 | $418K |
| Somerville Kurt F | 0.07% | Reduce -73.8% | 709 | $417K |
| WorthPointe, LLC | 0.17% | Reduce -6.8% | 707 | $416K |
| Strategent Financial, LLC | 0.41% | — | 706 | $416K |
| Suncoast Equity Management | 0.05% | New | 706 | $415K |
| Palo Alto Wealth Advisors, LLC | 0.15% | Reduce -6.4% | 705 | $415K |
| Sterling Group Wealth Management, LLC | 0.22% | No change | 705 | $415K |
| Vantage Point Financial LLC | 0.22% | — | 704 | $415K |
| TL Private Wealth | 0.19% | No change | 695 | $414K |
| Evelyn Partners Asset Management Ltd | 0.11% | — | 701 | $413K |
| Kathmere Capital Management, LLC | 0.04% | Add +45.7% | 701 | $413K |
| Sutton Place Investors LLC | 0.24% | Reduce -1.0% | 700 | $412K |
| Lumbard & Kellner, LLC | 0.18% | Reduce -8.7% | 700 | $412K |
| B & T Capital Management DBA Alpha Capital Management | 0.08% | Add +1.8% | 699 | $412K |
| CGC Financial Services, LLC | 0.16% | Reduce -10.2% | 698 | $411K |
| FLP Wealth Management, LLC | 1.05% | — | 697 | $410K |
| Nicholas Wealth, LLC. | 0.22% | Add +4.9% | 702 | $410K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 696 | $410K |
| Northstar Asset Management Inc. | 0.11% | No change | 696 | $410K |
| Legacy Financial Group LLC | 0.07% | New | 695 | $409K |
| Kiker Wealth Management, LLC | 0.33% | — | 695 | $409K |
| Insight Wealth Partners, LLC | 0.26% | No change | 694 | $409K |
| Cypress Point Wealth Management, LLC | 0.13% | No change | 694 | $409K |
| David Kennon Inc | 0.16% | No change | 693 | $408K |
| Eagle Global Advisors LLC | 0.02% | Add +21.0% | 692 | $407K |
| Northeast Planning Associates, Inc. / NH / | 0.42% | — | 690 | $406K |
| Cornerstone Select Advisors, LLC | 0.39% | — | 690 | $406K |
| Aspire Growth Partners LLC | 0.40% | — | 687 | $404K |
| Mitchell Sinkler & Starr | 0.11% | No change | 686 | $404K |
| Wambolt & Associates, LLC | 0.13% | Reduce -25.6% | 685 | $404K |
| Synergy Financial Group, LTD | 0.34% | Add +8.0% | 685 | $403K |
| NWK Group, Inc. | 0.16% | No change | 685 | $403K |
| Neumann Capital Management, LLC | 0.13% | No change | 685 | $403K |
| Highland Financial Advisors, LLC | 0.14% | Add +22.4% | 684 | $403K |
| Fogel Capital Management, Inc. | 0.20% | Add +2.5% | 683 | $402K |
| Lynx Investment Advisory | 0.27% | Add +1.2% | 681 | $401K |
| Compass Planning Associates Inc | 0.41% | — | 681 | $401K |
| Reliant Investment Partners, LLC | 0.35% | — | 679 | $400K |
| Dravo Bay LLC | 0.19% | New | 676 | $398K |
| City Holding Co. | 0.06% | Reduce -3.8% | 676 | $398K |
| Ballentine Capital Advisors, Inc | 0.21% | Reduce -0.4% | 675 | $397K |
| Secured Retirement Advisors, LLC | 0.23% | No change | 671 | $395K |
| Delta Financial Advisors LLC | 0.15% | Reduce -33.8% | 667 | $393K |
| Seelaus Asset Management LLC | 0.36% | No change | 665 | $391K |
| Global Assets Advisory, LLC | 0.22% | Reduce -50.2% | 666 | $391K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Add +11.4% | 665 | $391K |
| Allied Investment Advisors, LLC | 0.08% | Reduce -3.4% | 663 | $390K |
| Total Investment Management Inc. | 0.05% | New | 659 | $388K |
| Financial Sense Advisors, Inc. | 0.13% | Reduce -10.2% | 658 | $387K |
| A&I Financial Services, LLC | 0.38% | — | 657 | $387K |
| American Capital Advisory, LLC | 0.21% | Add +4.8% | 657 | $387K |
| Promus Capital, LLC | 0.30% | — | 655 | $386K |
| Wilkins Investment Counsel Inc. | 0.06% | No change | 650 | $383K |
| Hilltop Partners LLC | 0.13% | New | 649 | $382K |
| Innealta Capital, LLC | 0.19% | No change | 648 | $381K |
| Compass Capital Corp. /Ma/ | 0.15% | — | 626 | $379K |
| Graham Capital Wealth Management, LLC | 0.33% | No change | 642 | $378K |
| Castleview Partners, LLC | 0.20% | Reduce -2.4% | 642 | $377K |
| Carson Advisory Inc. | 0.26% | Reduce -50.9% | 641 | $377K |
| Verde Capital Management | 0.11% | Add +30.9% | 639 | $376K |
| Americana Partners, LLC | 0.02% | Reduce -5.2% | 636 | $374K |
| Cairn Investment Group, Inc. | 0.22% | No change | 635 | $374K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.14% | No change | 635 | $374K |
| IronOak Wealth LLC. | 0.42% | — | 634 | $373K |
| TriaGen Wealth Management LLC | 0.13% | No change | 633 | $373K |
| Lauterbach Financial Advisors, LLC | 0.23% | No change | 633 | $373K |
| Lewis Asset Management, LLC | 0.28% | Add +0.3% | 633 | $372K |
| Halter Ferguson Financial Inc. | 0.16% | New | 630 | $371K |
| Dohj, LLC | 0.09% | Add +1.0% | 630 | $371K |
| BlackDiamond Wealth Management, LLC | 0.21% | Reduce -0.2% | 628 | $370K |
| LifeSteps Financial, Inc. | 0.28% | No change | 627 | $369K |
| White & Co Financial Planning Inc | 0.31% | — | 626 | $369K |
| First Pacific Financial | 0.09% | Add +80.9% | 626 | $368K |
| Wills Financial Group, Inc. | 0.16% | Add +3.3% | 625 | $368K |
| Citizens Business Bank | 0.09% | Reduce -64.3% | 625 | $368K |
| Morton Brown Family Wealth, LLC | 0.13% | Add +100.6% | 624 | $367K |
| Revere Asset Management, Inc | 0.31% | Add +18.9% | 623 | $367K |
| AIFG Consultants Ltd. | 0.60% | Add +0.3% | 622 | $366K |
| Shum Financial Group, Inc. | 0.32% | No change | 621 | $365K |
| Bowman & Co S.C. | 0.19% | Add +1.0% | 620 | $365K |
| Tevis Investment Management | 0.27% | New | 619 | $364K |
| Bright Futures Wealth Management, LLC. | 0.33% | Add +12.9% | 602 | $364K |
| MilWealth Group LLC | 0.10% | No change | 617 | $363K |
| Fortune Financial Advisors, LLC | 0.33% | No change | 616 | $363K |
| Ranch Capital Advisors Inc. | 0.17% | Add +25.5% | 615 | $362K |
| Carroll Investors, Inc | 0.20% | Reduce -3.9% | 614 | $361K |
| Invenio Wealth Partners LLC | 0.15% | Reduce -1.6% | 614 | $361K |
| Lawson Kroeker Investment Management Inc. | 0.07% | New | 612 | $360K |
| Fischer Financial Services, Inc. | 0.11% | — | 611 | $360K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Add +54.4% | 610 | $359K |
| Intellus Advisors LLC | 0.06% | — | 609 | $359K |
| Shilanski & Associates, Inc. | 0.12% | New | 609 | $358K |
| Matthew Goff Investment Advisor, LLC | 0.07% | Reduce -1.8% | 608 | $358K |
| Westend Capital Management, LLC | 0.11% | Reduce -9.0% | 608 | $358K |
| Prentice Wealth Management LLC | 0.10% | Reduce -1.0% | 608 | $358K |
| SoundView Advisors Inc. | 0.15% | — | 608 | $357K |
| McCollum Christoferson Group LLC | 0.11% | No change | 605 | $356K |
| Kearns & Associates LLC | 0.23% | No change | 605 | $356K |
| Horizon Investment Services, LLC | 0.15% | Add +18.9% | 604 | $356K |
| Park Edge Advisors, LLC | 0.10% | Add +3.3% | 604 | $356K |
| Beacon Wealthcare LLC | 0.14% | Reduce -5.5% | 603 | $355K |
| Financial Life Advisors | 0.13% | No change | 602 | $354K |
| Brogan Financial, Inc. | 0.17% | Add +0.3% | 602 | $354K |
| Williams & Novak, LLC | 0.34% | Reduce -8.8% | 601 | $354K |
| SwitchPoint Financial Planning, LLC | 0.34% | — | 600 | $353K |
| Community Bank of Raymore | 0.28% | No change | 600 | $353K |
| Defender Capital, LLC. | 0.13% | No change | 600 | $353K |
| Leading Edge Financial Planning LLC | 0.12% | Add +43.6% | 599 | $353K |
| Argus Investors' Counsel, Inc. | 0.23% | Reduce -0.3% | 596 | $351K |
| SevenBridge Financial Group, LLC | 0.07% | No change | 576 | $350K |
| Fernwood Investment Management, LLC | 0.12% | Reduce -96.1% | 594 | $350K |
| Gutierrez Wealth Advisory, LLC | 0.29% | — | 592 | $349K |
| Afg Fiduciary Services Limited Partnership | 0.25% | Reduce -5.3% | 584 | $348K |
| Cambridge Financial Group, LLC | 0.15% | Add +1.4% | 591 | $348K |
| G&S Capital LLC | 0.14% | No change | 589 | $347K |
| SignalPoint Asset Management, LLC | 0.08% | No change | 589 | $347K |
| Duncker Streett & Co. Inc. | 0.06% | No change | 588 | $346K |
| Hiley Hunt Wealth Management | 0.19% | Add +12.9% | 585 | $344K |
| Citizens & Northern Corp. | 0.09% | Add +20.6% | 585 | $344K |
| Eubel Brady & Suttman Asset Management Inc. | 0.05% | No change | 585 | $344K |
| Capasso Planning Partners LLC | 0.14% | Reduce -33.2% | 584 | $344K |
| Letson Investment Management, Inc. | 0.14% | No change | 583 | $343K |
| Strait & Sound Wealth Management LLC | 0.16% | No change | 582 | $343K |
| Rosenblum Silverman Sutton S F Inc. | 0.09% | Reduce -3.0% | 580 | $341K |
| Vectors Research Management, LLC | 0.12% | Reduce -7.8% | 578 | $340K |
| Capital Management Associates, Inc | 0.13% | Add +0.2% | 577 | $340K |
| Orcam Financial Group | 0.33% | No change | 575 | $338K |
| Probity Advisors, Inc. | 0.07% | Reduce -6.2% | 575 | $338K |
| D'Orazio & Associates, Inc. | 0.05% | Add +4.9% | 575 | $338K |
| Buckhead Capital Management LLC | 0.11% | No change | 575 | $338K |
| Aventura Private Wealth, LLC | 0.18% | — | 574 | $338K |
| Stonebridge Financial Group, LLC | 0.04% | — | 573 | $337K |
| Sendero Wealth Management, LLC | 0.05% | Add +57.1% | 572 | $337K |
| Berkshire Money Management, Inc. | 0.04% | New | 572 | $336K |
| Financial Harvest, LLC | 0.28% | — | 571 | $336K |
| Matisse Capital | 0.17% | No change | 569 | $335K |
| SFG Wealth Management, LLC. | 0.18% | Reduce -5.3% | 568 | $335K |
| Axim Planning & Wealth | 0.35% | Reduce -5.7% | 566 | $333K |
| Financial Alternatives, Inc | 0.23% | No change | 566 | $333K |
| Hillcrest Wealth Advisors - NY, LLC | 0.16% | No change | 566 | $333K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 566 | $333K |
| KOM Wealth Management Group, LLC | 0.25% | Reduce -15.0% | 565 | $333K |
| Revisor Wealth Management LLC | 0.31% | Reduce -62.6% | 565 | $333K |
| Schiavi & Co LLC | 0.13% | No change | 565 | $332K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Reduce -13.8% | 552 | $332K |
| Texas Bank & Trust Co | 0.14% | — | 563 | $331K |
| Colonial River Investments, LLC | 0.16% | Reduce -92.8% | 561 | $330K |
| Alpha Financial Advisors, LLC | 0.15% | No change | 560 | $330K |
| JARISLOWSKY, FRASER Ltd | 0.00% | No change | 558 | $328K |
| Nova Wealth Management, Inc. | 0.28% | — | 557 | $328K |
| IMPACTfolio, LLC | 0.17% | No change | 552 | $325K |
| Alexander Labrunerie & Co., Inc. | 0.15% | Add +14.3% | 551 | $324K |
| Capital Planning Advisors, LLC | 0.05% | No change | 548 | $323K |
| Dumont & Blake Investment Advisors LLC | 0.09% | Reduce -1.8% | 547 | $322K |
| Motiv8 Investments LLC | 0.22% | Reduce -53.9% | 544 | $320K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 544 | $320K |
| Grand Wealth Management, LLC | 0.18% | No change | 543 | $320K |
| Blue Zone Wealth Advisors, LLC | 0.09% | Reduce -2.7% | 541 | $318K |
| AG Asset Advisory, LLC | 0.32% | — | 540 | $318K |
| Level Wealth Management LLC | 0.22% | — | 539 | $317K |
| IMZ Advisory Inc | 0.14% | Add +0.4% | 538 | $317K |
| Coastal Bridge Advisors, LLC | 0.08% | Reduce -5.1% | 537 | $316K |
| Cutter & CO Brokerage, Inc. | 0.08% | Reduce -2.0% | 537 | $316K |
| Buckingham Capital Management, Inc. | 0.04% | Reduce -2.5% | 536 | $316K |
| Noble Family Wealth, LLC | 0.09% | New | 533 | $315K |
| Harbour Trust & Investment Management Co | 0.04% | No change | 535 | $315K |
| ShoreHaven Wealth Partners, LLC | 0.15% | Reduce -0.9% | 534 | $315K |
| Guardian Wealth Advisors, LLC | 0.20% | Reduce -27.1% | 535 | $315K |
| Hurley Capital, LLC | 0.25% | — | 529 | $314K |
| Pekin Hardy Strauss, Inc. | 0.04% | No change | 531 | $312K |
| Iron Gate Global Advisors LLC | 0.04% | Reduce -12.8% | 529 | $311K |
| Rooted Wealth Advisors, Inc. | 0.12% | Add +0.2% | 525 | $311K |
| Purkiss Capital Advisors LLC | 0.27% | — | 526 | $310K |
| Redwood Park Advisors LLC | 0.26% | — | 524 | $309K |
| WoodTrust Financial Corp | 0.04% | Reduce -6.6% | 523 | $308K |
| Attessa Capital LLC | 0.21% | — | 523 | $308K |
| Shayne & Jacobs, LLC | 0.08% | Reduce -0.8% | 523 | $308K |
| Riverview Capital Advisers, LLC | 0.09% | No change | 522 | $307K |
| Constant Guidance Financial LLC | 0.26% | Add +5.0% | 522 | $307K |
| Fourth Dimension Wealth, LLC | 0.16% | — | 520 | $306K |
| Canton Hathaway, LLC | 0.08% | Add +14.8% | 520 | $306K |
| Eaton-Cambridge Inc. | 0.14% | Reduce -6.3% | 519 | $306K |
| Farnam Financial LLC | 0.32% | Reduce -10.8% | 518 | $305K |
| Towne Trust Company, N.A | 0.11% | New | 517 | $304K |
| American Money Management, LLC | 0.06% | Reduce -1.5% | 515 | $303K |
| Intrepid Capital Management Inc. | 0.19% | Add +0.8% | 515 | $303K |
| Mount Vernon Associates Inc. | 0.24% | Reduce -28.9% | 513 | $302K |
| Armstrong Henry H Associates Inc. | 0.03% | Reduce -46.2% | 512 | $301K |
| Harmony Asset Management LLC | 0.12% | Reduce -15.9% | 511 | $301K |
| FSA Advisors, Inc. | 0.37% | Reduce -26.2% | 510 | $301K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | Add +0.4% | 510 | $300K |
| CPR Investments Inc. | 0.27% | New | 509 | $300K |
| Ring Mountain Capital, LLC | 0.20% | — | 507 | $298K |
| Warther Private Wealth, LLC | 0.10% | No change | 507 | $298K |
| Abacus Wealth Partners, LLC | 0.04% | Reduce -4.2% | 507 | $298K |
| Stonehearth Capital Management, LLC | 0.12% | No change | 506 | $298K |
| Bravias Capital Group, LLC | 0.24% | — | 492 | $297K |
| Yousif Capital Management, LLC | 0.00% | No change | 505 | $297K |
| Kaufman Rossin Wealth, LLC | 0.31% | — | 504 | $297K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.06% | Add +4.8% | 503 | $296K |
| Kintra Wealth, LLC | 0.21% | Add +23.6% | 502 | $296K |
| Schulhoff & Co. Inc. | 0.11% | No change | 502 | $296K |
| Xcel Wealth Management, LLC | 0.08% | Add +3.1% | 501 | $295K |
| Broadway Wealth Solutions, Inc. | 0.22% | — | 500 | $294K |
| Legacy Bridge, LLC | 0.15% | No change | 500 | $294K |
| Belmont Capital, LLC | 0.05% | No change | 500 | $294K |
| Heritage Wealth Management, Inc./Texas | 0.17% | Reduce -33.3% | 500 | $294K |
| Compass Financial Group, INC | 0.06% | Add +8.2% | 499 | $294K |
| Sterling Investment Advisors, Ltd. | 0.07% | Reduce -14.6% | 497 | $293K |
| Palisade Asset Management, LLC | 0.03% | Reduce -8.1% | 497 | $292K |
| High Net Worth Advisory Group LLC | 0.08% | Reduce -2.8% | 495 | $291K |
| Midwest Capital Advisors, LLC | 0.21% | — | 492 | $290K |
| ARK & TLK Investments, LLC | 0.10% | New | 492 | $290K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -9.4% | 491 | $289K |
| SLT Holdings LLC | 0.28% | — | 490 | $288K |
| Asset Advisors Investment Management, LLC | 0.03% | No change | 490 | $288K |
| Wisconsin Wealth Advisors, LLC | 0.42% | — | 489 | $288K |
| Walker Financial Services, Inc. | 0.17% | Reduce -0.2% | 488 | $288K |
| Rolek Wealth Management LLC | 0.23% | — | 488 | $287K |
| Main Management LLC | 0.02% | Add +44.9% | 487 | $287K |
| Wood Tarver Financial Group, LLC | 0.10% | — | 487 | $286K |
| First Fiduciary Investment Counsel, Inc. | 0.06% | Add +0.4% | 485 | $285K |
| Richards, Merrill & Peterson, Inc. | 0.15% | — | 483 | $284K |
| Significant Wealth Partners LLC | 0.15% | New | 483 | $284K |
| Taurus Asset Management, LLC | 0.03% | No change | 483 | $284K |
| Sloy Dahl & Holst, LLC | 0.04% | Add +0.8% | 482 | $284K |
| Bernard Wealth Management Corp. | 0.13% | — | 480 | $283K |
| Tradewinds Capital Management, LLC | 0.07% | Add +0.4% | 480 | $282K |
| Reliant Wealth Planning | 0.13% | Add +1.3% | 479 | $282K |
| Stablepoint Partners, LLC | 0.05% | No change | 479 | $282K |
| Quantum Financial Planning Services, Inc. | 0.16% | — | 477 | $281K |
| TFG Advisers LLC | 0.10% | Reduce -7.0% | 476 | $280K |
| Capital A Wealth Management, LLC | 0.47% | — | 476 | $280K |
| Slocum, Gordon & Co LLP | 0.23% | No change | 474 | $279K |
| Shotwell Rutter Baer Inc | 0.23% | Reduce -9.7% | 477 | $278K |
| Citrine Capital LLC | 0.20% | — | 469 | $276K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.12% | Reduce -10.5% | 468 | $276K |
| Hobbs Wealth Management, LLC | 0.31% | — | 468 | $276K |
| HT Partners LLC | 0.09% | No change | 468 | $276K |
| Meredith Wealth Planning | 0.12% | Add +15.4% | 465 | $274K |
| McDonough Capital Management, Inc | 0.17% | Reduce -0.4% | 464 | $273K |
| Maltin Wealth Management, Inc. | 0.13% | Reduce -0.4% | 463 | $273K |
| Sterling Financial Group, Inc. | 0.10% | No change | 460 | $271K |
| Vermillion Wealth Management, Inc. | 0.14% | — | 460 | $271K |
| Peregrine Asset Advisers, Inc. | 0.10% | No change | 458 | $270K |
| Seros Financial, LLC | 0.24% | — | 492 | $269K |
| Defined Financial Planning LLC | 0.29% | — | 455 | $268K |
| Running Point Capital Advisors, LLC | 0.09% | Add +17.6% | 455 | $268K |
| Macquarie Group Ltd. | 0.00% | Add +1487.0% | 454,358 | $267K |
| Gradient Investments LLC | 0.01% | Reduce -34.0% | 454 | $267K |
| Oxbow Advisors, LLC | 0.03% | No change | 452 | $266K |
| First Wilshire Securities Management Inc. | 0.07% | Reduce -2.6% | 452 | $266K |
| Cedar Point Capital Partners, LLC | 0.18% | No change | 451 | $265K |
| Ellerson Group Inc. | 0.19% | No change | 450 | $265K |
| Breakwater Investment Management | 0.11% | No change | 449 | $264K |
| First National Bank Sioux Falls | 0.11% | Reduce -3.4% | 449 | $264K |
| Columbia River Financial Group, LLC | 0.18% | — | 449 | $264K |
| Terra Nova Asset Management LLC | 0.20% | Add +0.2% | 448 | $264K |
| Three Cord True Wealth Management, LLC | 0.23% | — | 445 | $262K |
| Braun-Bostich & Associates Inc. | 0.19% | Reduce -4.9% | 445 | $262K |
| Rosenberg Matthew Hamilton | 0.07% | No change | 442 | $260K |
| CarsonAllaria Wealth Management, Ltd. | 0.15% | Reduce -0.2% | 440 | $259K |
| BXM Wealth LLC | 0.36% | — | 440 | $259K |
| Partners Wealth Management, LLC | 0.29% | — | 439 | $258K |
| C M Bidwell & Associates Ltd. | 0.16% | New | 437 | $257K |
| Householder Group Estate & Retirement Specialist, LLC | 0.19% | Reduce -80.8% | 438 | $257K |
| Robinson Smith Wealth Advisors LLC | 0.22% | New | 437 | $257K |
| Heritage Wealth Management, Inc. | 0.22% | No change | 436 | $257K |
| One Charles Private Wealth Services, LLC | 0.09% | Reduce -11.6% | 436 | $257K |
| Crumly & Associates Inc. | 0.07% | No change | 435 | $256K |
| Knollwood Investment Advisory, LLC | 0.03% | No change | 435 | $256K |
| Altrius Capital Management Inc | 0.07% | Reduce -15.4% | 435 | $256K |
| Duncan Williams Asset Management, LLC | 0.10% | Add +16.0% | 434 | $255K |
| Petros Family Wealth, LLC | 0.28% | — | 433 | $255K |
| Pacific Sage Partners, LLC | 0.06% | No change | 433 | $255K |
| Addison Capital Co | 0.10% | No change | 431 | $254K |
| Ridgeline Wealth, LLC | 0.21% | — | 431 | $253K |
| CV Advisors LLC | 0.09% | New | 501 | $253K |
| Delos Wealth Advisors, LLC | 0.20% | Add +1.4% | 430 | $253K |
| Alhambra Investment Management LLC | 0.13% | Reduce -0.2% | 430 | $253K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 430 | $253K |
| Verisail Partners, LLC | 0.12% | — | 428 | $252K |
| Chilton Investment Co. Inc. | 0.01% | No change | 428 | $252K |
| Myecfo, LLC | 0.14% | Add +2.9% | 428 | $252K |
| Define Financial, LLC | 0.19% | — | 421 | $248K |
| First Citizens Financial Corp | 0.13% | No change | 421 | $248K |
| Everest Private Wealth | 0.22% | — | 420 | $247K |
| Providence First Trust Co | 0.09% | No change | 420 | $247K |
| CWC Advisors, LLC. | 0.25% | No change | 419 | $247K |
| Cedar Mountain Advisors, LLC | 0.05% | New | 418 | $246K |
| Advocate Group LLC | 0.05% | No change | 415 | $244K |
| Heritage Investors Management Corp. | 0.01% | No change | 415 | $244K |
| Elevatus Welath Management | 0.08% | Reduce -1.7% | 413 | $243K |
| Marmo Financial Group, LLC | 0.13% | No change | 412 | $243K |
| IFG Advisors, LLC | 0.05% | Add +0.2% | 412 | $242K |
| CJM Wealth Advisers, Ltd. | 0.08% | No change | 409 | $241K |
| Poinciana Advisors Group, LLC | 0.24% | — | 408 | $240K |
| Old North State Wealth Management, LLC | 0.13% | No change | 402 | $239K |
| Provident Wealth Management, LLC | 0.08% | Add +0.3% | 405 | $238K |
| One Wealth Map LLC | 0.14% | Add +1.6% | 394 | $237K |
| Fairway Financial, LLC | 0.22% | — | 402 | $237K |
| Battery Global Advisors, LLC | 0.13% | No change | 402 | $237K |
| Aull & Monroe Investment Management Corp | 0.12% | No change | 400 | $235K |
| Anchor Investment Management, LLC | 0.02% | Add +2.0% | 400 | $235K |
| Empire Financial Management Company, LLC | 0.07% | Add +1.5% | 399 | $235K |
| RFG Holdings, Inc. | 0.08% | No change | 397 | $234K |
| Silverlake Wealth Management LLC | 0.09% | Reduce -0.3% | 398 | $234K |
| Dock Street Asset Management Inc. | 0.03% | No change | 397 | $234K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Add +12.2% | 396 | $233K |
| Clear Point Advisors Inc. | 0.20% | Add +0.3% | 396 | $233K |
| Eq Wealth Advisors, LLC | 0.22% | — | 393 | $231K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 392 | $231K |
| Pegasus Asset Management, Inc. | 0.09% | Reduce -24.0% | 392 | $231K |
| Stordahl Capital Management, Inc. | 0.05% | No change | 392 | $231K |
| Baskin Financial Services Inc. | 0.02% | No change | 390 | $230K |
| First Financial Corp. | 0.11% | Add +235.3% | 389 | $229K |
| IPG Investment Advisors LLC | 0.05% | Reduce -18.4% | 389 | $229K |
| Professional Financial Advisors, LLC | 0.06% | Add +1.8% | 388 | $229K |
| Horizon Advisory Services, Inc. | 0.13% | Reduce -2.8% | 388 | $228K |
| Red Mountain Financial, LLC | 0.25% | Add +0.3% | 388 | $228K |
| Capstone Wealth Management Group LLC | 0.17% | — | 388 | $228K |
| Natural Investments, LLC | 0.06% | — | 388 | $228K |
| Claris Financial LLC | 0.15% | — | 387 | $228K |
| 626 Financial, LLC | 0.12% | New | 386 | $227K |
| Global Trust Asset Management, LLC | 0.09% | Add +1.1% | 386 | $227K |
| NBW Capital LLC | 0.04% | Reduce -5.4% | 384 | $226K |
| Triton Wealth Management, PLLC | 0.12% | New | 380 | $226K |
| Rainier Family Wealth Inc. | 0.27% | — | 383 | $225K |
| Merrion Investment Management Co, LLC | 0.16% | New | 382 | $225K |
| Quattro Financial Advisors LLC | 0.06% | Reduce -26.1% | 368 | $224K |
| ELCO Management Co., LLC | 0.12% | No change | 379 | $223K |
| 4WEALTH Advisors, Inc. | 0.23% | — | 376 | $221K |
| United Asset Strategies, Inc. | 0.02% | Add +1.4% | 375 | $221K |
| Granite Bay Wealth Management, LLC | 0.08% | New | 375 | $221K |
| 360 Financial, Inc. | 0.08% | No change | 375 | $221K |
| Tandem Financial, LLC | 0.24% | — | 374 | $220K |
| Kinloch Capital, LLC | 0.11% | No change | 374 | $220K |
| EnRich Financial Partners LLC | 0.07% | Reduce -0.5% | 373 | $220K |
| Elser Financial Planning, Inc | 0.01% | No change | 373 | $220K |
| DecisionPoint Financial, LLC | 0.07% | Add +39.2% | 373 | $219K |
| Advisors Management Group Inc. | 0.05% | New | 370 | $218K |
| Trinity Financial Advisors LLC | 0.08% | Reduce -39.3% | 369 | $217K |
| GG Group Ventures, LLC | 0.29% | Reduce -29.5% | 368 | $217K |
| Abbot Financial Management, Inc. | 0.11% | No change | 368 | $217K |
| Warburton Capital Management, LLC | 0.16% | — | 368 | $216K |
| AJ Advisors, LLC | 0.11% | Add +0.3% | 366 | $215K |
| Patrick M Sweeney & Associates, Inc. | 0.16% | No change | 365 | $215K |
| One Plus One Wealth Management, LLC | 0.13% | No change | 365 | $215K |
| LaFleur & Godfrey LLC | 0.03% | Reduce -15.3% | 364 | $214K |
| Midwest Financial Group LLC | 0.12% | No change | 363 | $214K |
| Opinicus Capital, Inc. | 0.18% | Reduce -1.6% | 361 | $212K |
| Carmel Capital Partners, LLC | 0.09% | No change | 360 | $212K |
| Elgethun Capital Management | 0.05% | Reduce -54.9% | 360 | $212K |
| New Harbor Financial Group, LLC | 0.06% | No change | 360 | $212K |
| Fiduciary Family Office, LLC | 0.06% | Reduce -60.5% | 360 | $212K |
| Powell Investment Advisors, LLC | 0.10% | Reduce -2.2% | 359 | $211K |
| Pasadena Private Wealth, LLC | 0.04% | New | 358 | $211K |
| Cornerstone Planning, LLC | 0.08% | — | 357 | $210K |
| Gainplan LLC | 0.08% | New | 357 | $210K |
| J. W. Coons Advisors, LLC | 0.05% | New | 357 | $210K |
| Aft, Forsyth & Company, Inc. | 0.10% | Add +0.3% | 356 | $210K |
| New Capital Management LP | 0.06% | New | 356 | $210K |
| Thompson Davis & Co., Inc. | 0.13% | Reduce -5.1% | 355 | $209K |
| Visionary Horizons, LLC | 0.14% | Add +0.3% | 354 | $209K |
| Fidelity D & D Bancorp Inc. | 0.14% | New | 354 | $208K |
| Kozak & Associates, Inc. | 0.05% | Add +44.0% | 350 | $208K |
| NDVR, Inc. | 0.20% | No change | 352 | $207K |
| Hurlow Wealth Management Group, Inc. | 0.06% | No change | 352 | $207K |
| Family Investment Center, Inc. | 0.05% | Reduce -18.9% | 352 | $207K |
| Shira Ridge Wealth Management | 0.10% | No change | 351 | $207K |
| Brewster Financial Planning LLC | 0.16% | No change | 350 | $206K |
| Blue Square Asset Management, LLC | 0.10% | No change | 350 | $206K |
| Rainey & Randall Wealth Advisors Inc. | 0.04% | Reduce -0.3% | 350 | $206K |
| Prosperitas Financial LLC | 0.10% | New | 349 | $205K |
| Nichols & Pratt Advisers LLP | 0.01% | New | 349 | $205K |
| EPIQ Capital Group, LLC | 0.05% | Add +0.6% | 349 | $205K |
| Clarity Asset Management, Inc. | 0.13% | Add +9.1% | 348 | $205K |
| Bernzott Capital Advisors | 0.10% | New | 347 | $204K |
| Legacy Capital Group California, Inc. | 0.06% | New | 346 | $204K |
| Puff Wealth Management, LLC | 0.35% | — | 345 | $203K |
| Northstar Group, Inc. | 0.04% | New | 345 | $203K |
| Concentrum Wealth Management | 0.07% | New | 344 | $203K |
| Fulcrum Equity Management | 0.20% | Reduce -7.8% | 344 | $202K |
| Baron Wealth Management LLC | 0.10% | New | 344 | $202K |
| Plotkin Financial Advisors, LLC | 0.12% | New | 343 | $202K |
| Riggs Asset Managment Co. Inc. | 0.05% | No change | 341 | $202K |
| Envision Financial Planning, LLC | 0.10% | New | 342 | $201K |
| Bridgewealth Advisory Group, LLC | 0.06% | New | 328 | $201K |
| Moseley Investment Management Inc. | 0.08% | New | 341 | $201K |
| Ferguson Shapiro LLC | 0.07% | New | 341 | $201K |
| MTM Investment Management, LLC | 0.08% | Add +10.4% | 340 | $200K |
| Rise Advisors, LLC | 0.09% | Reduce -6.5% | 333 | $196K |
| Financial Connections Group, Inc. | 0.09% | No change | 331 | $194K |
| Loomis Sayles & Co. L P | 0.00% | Add +190.9% | 320 | $188K |
| Capital Investment Counsel, Inc | 0.03% | No change | 315 | $185K |
| Lowe Wealth Advisors, LLC | 0.08% | Add +248.9% | 314 | $185K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 311 | $183K |
| Semmax Financial Advisors Inc. | 0.05% | Reduce -0.3% | 295 | $181K |
| Bellevue Asset Management, LLC | 0.09% | Add +63.2% | 302 | $178K |
| Evergreen Private Wealth LLC | 0.08% | No change | 301 | $177K |
| Chapman Financial Group, LLC | 0.14% | — | 300 | $177K |
| Aberdeen Wealth Management LLC | 0.12% | No change | 300 | $177K |
| AllSquare Wealth Management LLC | 0.10% | Reduce -1.3% | 297 | $175K |
| Greenline Partners, LLC | 0.02% | Reduce -36.3% | 296 | $174K |
| Balefire, LLC | 0.06% | Add +4.2% | 295 | $173K |
| Anfield Capital Management, LLC | 0.06% | Add +3.2% | 292 | $172K |
| Morse Asset Management, Inc | 0.04% | Add +615.0% | 286 | $168K |
| Stuart Chaussee & Associates, Inc. | 0.04% | No change | 282 | $166K |
| Darwin Wealth Management, LLC | 0.05% | Reduce -92.8% | 277 | $163K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | New | 277 | $163K |
| Millstone Evans Group, LLC | 0.11% | — | 275 | $162K |
| Perkins Coie Trust Co | 0.04% | No change | 273 | $161K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 262 | $154K |
| LFA - Lugano Financial Advisors SA | 0.10% | No change | 257 | $151K |
| Wolff Wiese Magana LLC | 0.10% | No change | 252 | $148K |
| Menard Financial Group LLC | 0.09% | New | 251 | $148K |
| Marshall Investment Management, LLC | 0.09% | — | 256 | $148K |
| Kentucky Trust Co | 0.09% | — | 250 | $147K |
| Mill Capital Management, LLC | 0.01% | No change | 250 | $147K |
| Weaver Capital Management LLC | 0.04% | Add +0.4% | 241 | $142K |
| MPWM Advisory Solutions, LLC | 0.10% | — | 241 | $142K |
| Blume Capital Management, Inc. | 0.03% | Reduce -30.9% | 239 | $141K |
| Richardson Financial Services Inc. | 0.09% | Reduce -69.2% | 227 | $134K |
| Albion Financial Group | 0.01% | Add +14.7% | 226 | $133K |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 222 | $131K |
| Rice Partnership, LLC | 0.02% | Add +17.4% | 216 | $127K |
| Financial Freedom, LLC | 0.07% | Add +0.5% | 215 | $127K |
| Legacy Investment Solutions, LLC | 0.08% | Add +26.4% | 206 | $124K |
| Legacy Wealth Managment, LLC | 0.08% | Add +26.4% | 206 | $124K |
| Cetera Trust Company, N.A | 0.08% | No change | 210 | $124K |
| Costello Asset Management, INC | 0.08% | No change | 199 | $117K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -5.7% | 199 | $117K |
| Park Square Financial Group, LLC | 0.08% | — | 196 | $115K |
| Prudent Man Investment Management, Inc. | 0.06% | — | 191 | $112K |
| Alexis Investment Partners, LLC | 0.05% | — | 186 | $109K |
| North Ridge Wealth Advisors, Inc. | 0.07% | New | 180 | $106K |
| Rakuten Securities, Inc. | 0.04% | Add +108.2% | 177 | $104K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +2.9% | 176 | $104K |
| Elevate Wealth Advisory, Inc. | 0.08% | No change | 171 | $101K |
| Graney & King, LLC | 0.07% | — | 167 | $98K |
| Robinswood Financial LLC | 0.04% | No change | 166 | $98K |
| Crowley Wealth Management, Inc. | 0.09% | — | 166 | $98K |
| Kiely Wealth Advisory Group, Inc. | 0.06% | No change | 159 | $97K |
| Topsail Wealth Management, LLC | 0.02% | — | 164 | $97K |
| Accredited Wealth Management, LLC | 0.08% | — | 163 | $96K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.03% | — | 163 | $96K |
| Ransom Advisory, Ltd | 0.04% | No change | 160 | $94K |
| Kopp Family Office, LLC | 0.06% | Reduce -19.3% | 159 | $94K |
| GKV Capital Management Co., Inc. | 0.04% | — | 157 | $92K |
| Perritt Capital Management Inc | 0.05% | No change | 147 | $87K |
| Aviso Financial Inc. | 0.00% | No change | 140 | $82K |
| Game Plan Financial Advisors, LLC | 0.04% | No change | 139 | $82K |
| Atticus Wealth Management, LLC | 0.02% | Reduce -12.4% | 134 | $79K |
| Christopher J. Hasenberg, Inc | 0.03% | Add +25.7% | 127 | $75K |
| WFA Asset Management Corp | 0.04% | Reduce -2.3% | 126 | $74K |
| Elevation Wealth Partners, LLC | 0.03% | Add +20.0% | 126 | $74K |
| Missouri Trust & Investment Co | 0.03% | New | 125 | $74K |
| Insight Inv LLC | 0.05% | New | 123 | $72K |
| Peoples Bank | 0.05% | No change | 121 | $71K |
| Adirondack Trust Co. | 0.03% | No change | 121 | $71K |
| Synergy Asset Management, LLC | 0.01% | New | 116 | $67K |
| Legacies Wealth LLC | 0.05% | New | 113 | $67K |
| PrairieView Partners, LLC | 0.01% | No change | 113 | $66K |
| Atala Financial Inc | 0.05% | — | 110 | $65K |
| Godsey & Gibb, Inc. | 0.01% | No change | 110 | $65K |
| Hartford Financial Management Inc. | 0.01% | No change | 107 | $63K |
| Proffitt & Goodson Inc. | 0.01% | No change | 103 | $61K |
| Knuff & Co LLC | 0.02% | No change | 100 | $59K |
| Parkworth Wealth Management, Inc. | 0.05% | — | 100 | $59K |
| Evolution Advisers, Inc. | 0.03% | Reduce -12.3% | 100 | $58K |
| Thompson Investment Management, Inc. | 0.01% | No change | 96 | $57K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | — | 95 | $56K |
| Anderson Financial Strategies, LLC | 0.03% | — | 95 | $56K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 94 | $55K |
| Horizon Bancorp Inc. | 0.03% | No change | 94 | $55K |
| Your Advocates Ltd., LLP | 0.02% | Add +12.3% | 91 | $54K |
| Chesapeake Asset Management LLC | 0.05% | Reduce -37.2% | 91 | $54K |
| Winnacle Wealth LLC | 0.05% | — | 91 | $53K |
| Fairfield Financial Advisors, LTD | 0.02% | Reduce -25.6% | 87 | $51K |
| Birchbrook, Inc. | 0.03% | Add +41.4% | 82 | $48K |
| Compass Financial Services Inc | 0.03% | — | 82 | $48K |
| Putney Financial Group LLC | 0.04% | — | 80 | $47K |
| LRI Investments, LLC | 0.00% | No change | 78 | $46K |
| Private Wealth Management Group, LLC | 0.02% | No change | 77 | $45K |
| Brooklyn Investment Group | 0.01% | No change | 73 | $43K |
| Kennebec Savings Bank | 0.04% | No change | 69 | $40K |
| Tower View Wealth Management LLC | 0.02% | Add +58.1% | 68 | $40K |
| Navigoe, LLC | 0.04% | — | 66 | $38K |
| Burkett Financial Services, LLC | 0.02% | No change | 63 | $37K |
| Sittner & Nelson, LLC | 0.02% | No change | 63 | $37K |
| Advantage Trust Co | 0.02% | New | 61 | $36K |
| Eukles Asset Management | 0.01% | No change | 59 | $35K |
| Investment Counsel Co. of Nevada | 0.08% | — | 56 | $33K |
| Ulland Investment Advisors, LLC | 0.02% | New | 55 | $32K |
| Sellwood Investment Partners LLC | 0.02% | — | 54 | $32K |
| Modus Advisors, LLC | 0.01% | New | 54 | $32K |
| Capital & Planning, LLC | 0.02% | — | 53 | $31K |
| Pflug Koory, LLC | 0.00% | No change | 53 | $31K |
| Group One Trading LLC | 0.00% | New | 53 | $31K |
| Marquette Asset Management, LLC | 0.01% | Reduce -58.4% | 52 | $31K |
| Murphy & Mullick Capital Management Corp | 0.03% | — | 51 | $30K |
| SYM FINANCIAL Corp | 0.00% | New | 51 | $30K |
| Windsor Advisory Group, LLC | 0.03% | Add +100.0% | 50 | $29K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 43 | $25K |
| Birch Capital Management, LLC | 0.01% | No change | 40 | $24K |
| Citizens National Bank Trust Department | 0.01% | No change | 40 | $24K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | — | 37 | $22K |
| Decker Retirement Planning Inc. | 0.01% | — | 36 | $21K |
| GS Investments, Inc. | 0.01% | No change | 33 | $20K |
| Fairscale Capital, LLC | 0.02% | New | 33 | $19K |
| Covestor Ltd | 0.01% | Reduce -61.3% | 31 | $19K |
| Sawyer & Company, Inc | 0.01% | No change | 32 | $19K |
| Curio Wealth, LLC | 0.01% | — | 28 | $16K |
| 10Elms LLP | 0.02% | — | 26 | $15K |
| Affinity Wealth LLC | 0.01% | — | 25 | $15K |
| WealthCollab, LLC | 0.01% | No change | 24 | $14K |
| DB Fitzpatrick & Co, Inc | 0.01% | Reduce -35.1% | 24 | $14K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +4.3% | 24 | $14K |
| Longview Financial Advisors LLC | 0.01% | — | 22 | $13K |
| Bridge Generations Wealth Management LLC | 0.01% | — | 22 | $13K |
| Asset Planning,Inc | 0.01% | — | 22 | $13K |
| Nvwm, LLC | 0.00% | New | 19 | $11K |
| Gables Capital Management Inc. | 0.00% | No change | 16 | $9K |
| Lanark Financial, Inc. | 0.76% | — | 14 | $8K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 13 | $8K |
| ROSS\JOHNSON & Associates LLC | 0.18% | — | 13 | $8K |
| Logan Capital Management Inc. | 0.00% | New | 12 | $7K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 11 | $6K |
| Winch Advisory Services, LLC | 0.00% | Add +700.0% | 8 | $5K |
| Pathway Financial Advisers, LLC | 0.00% | Add +133.3% | 7 | $4K |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 4 | $2K |
| Peterson Wealth Services | 0.00% | No change | 3 | $2K |
| New Wave Wealth Advisors LLC | 0.00% | New | 2 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | New | 2 | $1K |
| Ball & Co Wealth Management Inc. | 0.00% | — | 3 | $1K |
"% 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.