iShares Core S&P 500 ETFIVVETF
13F holders, Q1 2025 (March 31)3,572holders −38
106new positions
115sold out
6famous investors
$560.89avg. 13F price*
At the end of Q1 2025, 3,572 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, down 38 from Q4 2024. 106 opened new positions and 115 sold out. The largest holders were BlackRock, Inc. ($40.2B), Envestnet Asset Management Inc. ($20.1B) and Northwestern Mutual Wealth Management Co. ($17.6B). 6 famous investors held it, including Ray Dalio (5.7% of Bridgewater Associates's portfolio), Israel Englander (5.3% of Millennium Management's portfolio) and Joel Greenblatt (1.3% of Gotham Asset Management's portfolio).
- Company
- iShares Core S&P 500 ETF
- CUSIP
- 464287200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 106 | $12.4B |
| Exits | 115 | $7.0B |
All 13F filers, Q4 2024 → Q1 2025: 91,460,266 shares bought and 48,900,362 shares sold, net +42,559,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,572 holders
| BlackRock, Inc. | 0.85% | Add +6.8% | 71,586,997 | $40.2B |
| Envestnet Asset Management Inc. | 6.47% | Add +6.4% | 35,694,204 | $20.1B |
| Northwestern Mutual Wealth Management Co. | 14.38% | Add +2.5% | 31,297,509 | $17.6B |
| Morgan Stanley | 1.06% | Reduce -5.4% | 26,376,526 | $14.8B |
| Bank of America Corp. | 1.26% | Add +42.5% | 25,314,493 | $14.2B |
| JPMorgan Chase & Co. | 1.02% | Add +31.4% | 23,892,610 | $13.4B |
| Marshall Wace, LLP | 17.94% | Add +0.4% | 23,692,208 | $13.3B |
| Creative Planning | 11.54% | Add +0.8% | 21,831,744 | $12.3B |
| Wells Fargo & Company | 2.41% | Reduce -0.5% | 17,756,732 | $10.0B |
| Capula Management Ltd | 63.83% | New | 15,379,127 | $8.6B |
| PNC Financial Services Group, Inc. | 4.49% | Add +1.0% | 15,270,271 | $8.6B |
| Jones Financial Companies LLLP | 7.14% | Add +18.5% | 14,282,483 | $8.0B |
| Bank of New York Mellon Corp | 1.50% | Reduce -3.0% | 13,486,662 | $7.6B |
| Royal Bank of Canada | 1.65% | Reduce -7.3% | 13,112,141 | $7.4B |
| Goldman Sachs Group Inc. | 1.21% | Add +16.0% | 11,330,337 | $6.4B |
| LPL Financial LLC | 2.32% | Add +3.9% | 10,584,897 | $5.9B |
| First Command Advisory Services, Inc. | 53.54% | Add +12.1% | 9,941,646 | $5.6B |
| Millennium Management | 5.25% | Add +67.7% | 9,308,270 | $5.2B |
| Prudential Financial Inc. | 7.40% | Reduce -20.4% | 9,246,218 | $5.2B |
| Northern Trust Corp. | 0.67% | Add +19.7% | 8,013,004 | $4.5B |
| Ameriprise Financial Inc. | 1.15% | Reduce -6.7% | 7,556,057 | $4.2B |
| Bank of Montreal | 2.23% | Add +347.8% | 7,413,268 | $4.2B |
| CI Investments Inc. | 17.28% | Reduce -12.0% | 7,277,282 | $4.1B |
| Truist Financial Corp. | 6.42% | Reduce -2.1% | 7,121,685 | $4.0B |
| Squarepoint Ops LLC | 9.79% | Add +34.4% | 7,112,279 | $4.0B |
| Nisa Investment Advisors, LLC | 18.52% | Reduce -33.3% | 6,590,130 | $3.7B |
| Wealth Enhancement Advisory Services, LLC | 6.77% | Reduce -3.4% | 6,294,293 | $3.5B |
| FMR LLC | 0.22% | Reduce -11.0% | 6,112,086 | $3.4B |
| US Bancorp \de | 4.58% | Add +2.3% | 6,104,330 | $3.4B |
| Alliancebernstein L.P. | 1.09% | Add +7.3% | 5,374,402 | $3.0B |
| Wealthspire Advisors, LLC | 17.40% | Add +102.8% | 5,183,932 | $2.9B |
| Corient Private Wealth LP | 4.72% | Add +120.0% | 5,148,392 | $2.9B |
| Alberta Investment Management Corp | 20.37% | Reduce -10.9% | 5,043,206 | $2.8B |
| Mariner, LLC | 4.46% | Add +5.2% | 4,772,190 | $2.7B |
| Alyeska Investment Group, L.P. | 9.98% | Reduce -25.0% | 4,443,426 | $2.5B |
| Schonfeld Strategic Advisors LLC | 16.28% | Reduce -15.7% | 4,309,253 | $2.4B |
| Raymond James Financial Inc. | 0.89% | Add +1.7% | 4,193,467 | $2.4B |
| National Pension Service | 2.22% | No change | 4,119,355 | $2.3B |
| Envestnet Portfolio Solutions, Inc. | 8.59% | Reduce -14.3% | 3,994,075 | $2.2B |
| UBS Group AG | 0.47% | Reduce -1.6% | 3,814,168 | $2.1B |
| Captrust Financial Advisors | 5.19% | Add +7.3% | 3,677,320 | $2.1B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 18.08% | No change | 3,581,847 | $2.0B |
| Asset Management One Co., Ltd. | 6.24% | Add +0.2% | 3,211,650 | $1.8B |
| Michael & Susan Dell Foundation | 86.19% | Add +51.3% | 2,998,597 | $1.7B |
| Commonwealth Equity Services, LLC | 2.35% | Add +5.7% | 2,959,199 | $1.7B |
| Choate Investment Advisors | 38.57% | Reduce -2.0% | 2,762,389 | $1.6B |
| Keybank National Association | 6.04% | Add +0.8% | 2,681,759 | $1.5B |
| Teacher Retirement System of Texas | 6.07% | Reduce -0.3% | 2,589,638 | $1.5B |
| HighTower Advisors, LLC | 1.96% | Add +10.7% | 2,562,155 | $1.4B |
| Healthcare of Ontario Pension Plan Trust Fund | 3.21% | Add +0.3% | 2,560,091 | $1.4B |
| Kedalion Capital Management LLP | 57.65% | New | 2,556,700 | $1.4B |
| SG Americas Securities, LLC | 4.84% | Add +11329.6% | 2,500,000 | $1.4B |
| MML Investors Services, LLC | 4.35% | Add +3.3% | 2,325,039 | $1.3B |
| Jain Global LLC | 26.86% | Add +93.8% | 2,306,450 | $1.3B |
| AIA Group Ltd | 30.99% | Add +19.8% | 2,245,086 | $1.3B |
| Principal Financial Group Inc. | 0.71% | Add +3.1% | 2,243,736 | $1.3B |
| Pathstone Holdings, LLC | 5.38% | Reduce -1.8% | 2,210,758 | $1.2B |
| Bridgewater Associates | 5.67% | Add +6.7% | 2,175,206 | $1.2B |
| BNP Paribas Financial Markets | 0.95% | Add +54.0% | 2,174,209 | $1.2B |
| Cetera Investment Advisers | 2.36% | Add +3.6% | 2,166,906 | $1.2B |
| Cresset Asset Management, LLC | 5.98% | Add +2.8% | 2,121,068 | $1.2B |
| Partners Capital Investment Group, LLP | 19.82% | Add +93.3% | 2,087,173 | $1.2B |
| Verition Fund Management LLC | 6.91% | Reduce -23.6% | 2,079,976 | $1.2B |
| Cerity Partners LLC | 2.39% | Add +4.1% | 2,068,242 | $1.2B |
| Greenleaf Trust | 10.17% | Add +5.3% | 1,984,859 | $1.1B |
| Public Employees Retirement System of Ohio | 3.96% | Add +369.8% | 1,941,000 | $1.1B |
| Avantax Advisory Services, Inc. | 6.37% | Add +4.2% | 1,866,910 | $1.0B |
| MKP Capital Management, L.L.C. | 62.83% | Reduce -32.1% | 1,809,274 | $1.0B |
| Cwm, LLC | 4.04% | Reduce -6.5% | 1,803,506 | $1.0B |
| Fund Evaluation Group, LLC | 41.58% | Add +9.5% | 1,711,523 | $961.7M |
| Fifth Third Bancorp | 3.61% | Reduce -1.0% | 1,689,117 | $949.1M |
| MAI Capital Management | 6.99% | Add +1.6% | 1,642,402 | $922.9M |
| Northwestern Mutual Investment Management Company, LLC | 14.64% | Add +202.6% | 1,641,700 | $922.5M |
| Osaic Holdings, Inc. | 2.05% | Reduce -7.2% | 1,635,286 | $919.6M |
| Barings LLC | 22.87% | Reduce -16.0% | 1,599,221 | $898.6M |
| Fiduciary Trust Co | 11.64% | Add +1.1% | 1,581,384 | $888.6M |
| Neuberger Berman Group LLC | 0.73% | Add +0.8% | 1,554,663 | $873.6M |
| Janney Montgomery Scott LLC | 2.48% | Reduce -9.8% | 1,553,407 | $872.9M |
| Allianz SE | 22.96% | Add +5.5% | 1,531,687 | $860.7M |
| Jasper Ridge Partners, L.P. | 27.17% | Reduce -1.8% | 1,504,510 | $845.4M |
| Municipal Employees' Retirement System of Michigan | 10.32% | Add +0.8% | 1,450,762 | $815.2M |
| Park Avenue Securities LLC | 10.01% | Reduce -6.6% | 1,449,283 | $814.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.20% | Add +15.5% | 1,420,607 | $798.2M |
| Thrivent Financial for Lutherans | 1.73% | Add +0.2% | 1,298,472 | $769.9M |
| M&T Bank Corp | 2.79% | Add +0.8% | 1,364,549 | $766.7M |
| UNC Management Company, Inc. | 80.32% | Reduce -2.2% | 1,333,345 | $749.2M |
| Johnson Investment Counsel Inc. | 7.16% | Add +0.3% | 1,319,410 | $741.4M |
| FIL Ltd | 0.70% | Reduce -6.4% | 1,303,101 | $732.2M |
| Alesco Advisors, LLC, An ESL Co | 22.93% | Add +0.3% | 1,300,429 | $730.7M |
| Brown Advisory Inc. | 1.03% | Reduce -2.2% | 1,277,502 | $717.8M |
| Adventist Health System Sunbelt Healthcare Corp. | 28.47% | Reduce -45.8% | 1,277,136 | $717.6M |
| National Philanthropic Trust | 11.28% | Add +7.0% | 1,242,610 | $698.2M |
| Simplify Asset Management Inc. | 31.56% | Add +21.9% | 1,203,395 | $676.2M |
| Schroder Investment Management Group | 0.67% | Add +9.2% | 1,188,226 | $663.2M |
| Constellation Investments, Inc. | 31.36% | Add +3.3% | 1,174,789 | $660.1M |
| Korea Investment CORP | 1.60% | Add +256.8% | 1,172,070 | $658.6M |
| Japan Science & Technology Agency | 10.12% | New | 1,170,800 | $657.9M |
| Flputnam Investment Management Co. | 12.17% | Add +9.8% | 1,154,594 | $648.8M |
| Regions Financial Corp. | 4.52% | Add +2.4% | 1,080,429 | $607.1M |
| Meiji Yasuda Life Insurance Co | 12.10% | No change | 1,078,509 | $606.0M |
| Johnson Financial Group, Inc. | 28.87% | Add +3.1% | 1,049,898 | $589.9M |
| Cambridge Investment Research Advisors, Inc. | 1.95% | Reduce -1.7% | 1,029,935 | $578.7M |
| Waverly Advisors, LLC | 7.03% | Add +11.7% | 1,025,848 | $576.4M |
| Nearwater Capital Markets, Ltd | 15.99% | Reduce -4.9% | 1,000,000 | $561.9M |
| Bessemer Group Inc. | 1.00% | Reduce -0.3% | 992,734 | $557.8M |
| United Capital Financial Advisors, LLC | 4.75% | Add +1.5% | 984,859 | $553.4M |
| Comerica Bank | 2.31% | Reduce -1.6% | 977,700 | $549.4M |
| Capstone Investment Advisors, LLC | 6.18% | Reduce -50.5% | 956,191 | $537.3M |
| Franklin Resources Inc. | 0.16% | Add +2.3% | 948,940 | $533.2M |
| Brown Brothers Harriman & Co. | 3.67% | Add +14.9% | 935,994 | $525.9M |
| Alaska Permanent Fund Corp | 7.24% | Reduce -53.7% | 924,000 | $515.6M |
| Balyasny Asset Management L.P. | 1.30% | Add +1655.8% | 913,424 | $513.3M |
| Mirae Asset Global Investments Co., Ltd. | 2.06% | Reduce -3.3% | 906,041 | $506.0M |
| Centiva Capital, LP | 27.49% | New | 849,656 | $477.2M |
| Dynasty Wealth Management, LLC | 7.77% | Add +0.5% | 830,277 | $466.5M |
| Eisler Capital Management Ltd. | 13.96% | Reduce -53.3% | 829,776 | $466.2M |
| CHURCHILL MANAGEMENT Corp | 5.87% | Add +0.1% | 823,252 | $462.6M |
| NewEdge Advisors, LLC | 2.72% | Reduce -0.8% | 816,279 | $458.7M |
| Rockefeller Capital Management L.P. | 1.13% | Add +9.9% | 812,087 | $456.3M |
| Baird Financial Group, Inc. | 0.86% | Add +3.6% | 792,729 | $445.4M |
| Provida Pension Fund Administrator | 8.82% | Reduce -13.0% | 778,701 | $437.6M |
| Leith Wheeler Investment Counsel Ltd. | 29.94% | Reduce -0.8% | 766,794 | $430.9M |
| Tiaa Trust, National Association | 1.34% | Reduce -2.0% | 766,539 | $430.7M |
| Coldstream Capital Management Inc. | 9.15% | Add +1.6% | 764,615 | $429.6M |
| Nationwide Fund Advisors | 36.46% | Add +47.4% | 761,109 | $427.7M |
| Swan Global Investments, LLC | 21.27% | Add +4.7% | 745,694 | $419.0M |
| Stifel Financial Corp. | 0.44% | Reduce -0.5% | 736,967 | $414.1M |
| Circle Wealth Management, LLC | 9.57% | Add +7.7% | 734,631 | $412.8M |
| Clark Capital Management Group, Inc. | 2.83% | Add +3435.2% | 702,828 | $394.9M |
| Parallel Advisors, LLC | 8.90% | Add +2.6% | 699,904 | $393.3M |
| Bank of Nova Scotia | 0.88% | Reduce -49.0% | 690,834 | $388.2M |
| Tidal Investments LLC | 3.24% | Reduce -0.8% | 681,053 | $382.7M |
| CKW Financial Group | 47.29% | Reduce -0.4% | 671,159 | $378.4M |
| Voloridge Investment Management, LLC | 1.39% | Add +104.0% | 667,000 | $374.8M |
| Heritage Wealth Advisors | 18.92% | Add +10.7% | 664,726 | $373.5M |
| Nissay Asset Management Corp. /Japan | 2.38% | No change | 650,447 | $365.5M |
| Allspring Global Investments Holdings, LLC | 0.63% | Reduce -4.2% | 648,037 | $365.4M |
| Focus Partners Wealth | 0.92% | Add +1.8% | 649,627 | $365.0M |
| Sigma Investment Counselors Inc. | 22.04% | Reduce -2.6% | 641,467 | $360.4M |
| Freestone Capital Holdings, LLC | 13.35% | Add +5.0% | 634,377 | $356.5M |
| Mercer Global Advisors Inc. | 0.81% | Add +5.6% | 631,455 | $354.8M |
| Evoke Wealth, LLC | 9.24% | Add +1.2% | 629,942 | $354.0M |
| Kestra Advisory Services, LLC | 1.71% | Reduce -7.2% | 628,358 | $353.1M |
| Truepoint, Inc. | 9.55% | Add +3.0% | 626,901 | $352.3M |
| Cahaba Wealth Management, Inc. | 29.15% | Add +0.9% | 626,840 | $352.2M |
| Equitable Holdings, Inc. | 3.33% | Add +6.4% | 624,144 | $350.7M |
| Matson Money. Inc. | 12.68% | No change | 620,081 | $348.4M |
| UMB Bank, n.a. | 5.68% | Add +9.5% | 613,017 | $344.5M |
| Main Management Fund Advisors LLC | 49.77% | New | 604,400 | $339.6M |
| Genworth Financial Inc | 90.64% | No change | 601,470 | $338.0M |
| Aspiriant, LLC | 11.39% | Add +9.0% | 583,935 | $328.1M |
| Avidian Wealth Enterprises, LLC | 14.35% | Add +2.4% | 573,740 | $322.4M |
| Quotient Wealth Partners, LLC | 10.24% | Reduce -5.5% | 570,383 | $320.5M |
| Two Sigma Investments, LP | 0.71% | Reduce -0.2% | 559,000 | $314.1M |
| Investment Management Corp of Ontario | 6.38% | New | 556,570 | $312.7M |
| OP Asset Management Ltd | 5.16% | — | 545,343 | $306.4M |
| Orion Porfolio Solutions, LLC | 3.00% | Add +109.1% | 544,079 | $305.7M |
| Orion Portfolio Solutions, LLC | 3.00% | Add +109.1% | 544,079 | $305.7M |
| &partners | 3.18% | Add +38.7% | 534,943 | $299.1M |
| Klingman & Associates, LLC | 18.20% | Add +1.1% | 528,936 | $297.2M |
| Journey Strategic Wealth LLC | 10.28% | Add +6.9% | 524,358 | $294.6M |
| Charter Oak Capital Management, LLC | 26.87% | Add +1.4% | 521,033 | $292.8M |
| Bank of Finland | 21.13% | Add +0.3% | 517,115 | $290.6M |
| RiverFront Investment Group, LLC | 6.42% | Reduce -21.6% | 513,020 | $288.3M |
| GR Financial Group, LLC | 44.31% | Add +1.9% | 511,508 | $287.4M |
| Legacy Wealth Management, LLC | 19.01% | Reduce -1.2% | 507,597 | $285.2M |
| Sanctuary Advisors, LLC | 1.98% | Reduce -7.0% | 501,116 | $281.6M |
| SummitTX Capital, L.P. | 12.39% | — | 500,000 | $280.9M |
| Halbert Hargrove Global Advisors, LLC | 15.96% | Reduce -1.2% | 498,733 | $280.2M |
| Moneta Group Investment Advisors LLC | 3.84% | Add +4.4% | 495,663 | $278.5M |
| Orgel Wealth Management, LLC | 7.11% | Add +7.1% | 487,398 | $273.9M |
| Fort Washington Investment Advisors Inc. | 1.68% | Add +11.8% | 486,168 | $273.2M |
| Wellspring Financial Advisors, LLC | 30.19% | Reduce -1.1% | 482,908 | $271.3M |
| State Street Corp. | 0.01% | Add +0.9% | 472,744 | $265.6M |
| Ally Invest Advisors Inc. | 22.58% | Add +0.5% | 469,212 | $263.6M |
| Sun Life Financial Inc. | 16.52% | Reduce -11.9% | 464,479 | $261.0M |
| JB Capital LLC | 14.28% | Reduce -6.9% | 460,925 | $259.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.67% | Add +22.4% | 455,572 | $256.0M |
| Wealthspire Retirement, LLC | 20.13% | Add +19.0% | 452,042 | $254.0M |
| Norinchukin Bank, The | 4.64% | Add +10.5% | 448,980 | $252.3M |
| Clearstead Advisors, LLC | 3.86% | Reduce -0.6% | 441,479 | $248.1M |
| NorthCoast Asset Management LLC | 1.24% | Reduce -20.4% | 438,402 | $246.3M |
| LBMC Investment Advisors, LLC | 19.22% | Reduce -1.1% | 437,632 | $245.9M |
| Fifth Third Wealth Advisors LLC | 12.57% | Add +5.9% | 432,042 | $242.8M |
| Atria Wealth Solutions, Inc. | 2.90% | Reduce -2.6% | 427,459 | $240.2M |
| Citizens Financial Group Inc. | 4.74% | Reduce -0.9% | 427,281 | $240.1M |
| Traphagen Investment Advisors LLC | 24.97% | Add +4.4% | 425,729 | $239.2M |
| Lido Advisors, LLC | 1.40% | Reduce -4.0% | 418,363 | $235.1M |
| Whittier Trust Co. | 3.27% | Add +5.3% | 418,013 | $234.9M |
| Planning Alternatives Ltd. | 36.00% | Add +2.4% | 417,913 | $234.8M |
| Blair William & Co. | 0.71% | Add +1.6% | 417,229 | $234.4M |
| Fragasso Financial Advisors Inc | 17.05% | Reduce -10.7% | 408,743 | $229.7M |
| Ashford Advisors, LLC | 57.10% | Reduce -5.1% | 406,527 | $228.4M |
| Farther Finance Advisors, LLC | 5.77% | Add +25.9% | 400,853 | $226.0M |
| Haverford Trust Co | 2.27% | Reduce -14.4% | 401,432 | $225.6M |
| First Hawaiian Bank | 32.80% | Reduce -65.8% | 400,356 | $225.0M |
| Steward Partners Investment Advisory, LLC | 1.99% | Add +9.5% | 399,916 | $224.7M |
| Hancock Whitney Corp. | 7.24% | Reduce -2.8% | 394,933 | $221.9M |
| RKL Wealth Management LLC | 20.83% | Add +3.0% | 393,465 | $221.1M |
| Taiyo Life Insurance Co. | 19.41% | No change | 385,475 | $216.6M |
| Farmers & Merchants Investments Inc. | 6.86% | Add +1.1% | 384,487 | $216.0M |
| Hirtle & Co., LLC | 9.77% | Reduce -8.1% | 383,029 | $215.2M |
| CIBC Private Wealth Group LLC | 0.45% | Reduce -10.1% | 429,325 | $214.1M |
| Steele Capital Management, Inc. | 10.94% | Add +1.4% | 373,886 | $210.1M |
| Private Advisor Group, LLC | 1.26% | Reduce -36.3% | 371,873 | $209.0M |
| Ballentine Partners, LLC | 3.62% | Reduce -0.1% | 371,779 | $208.9M |
| Tarbox Family Office, Inc. | 34.68% | Reduce -1.3% | 371,317 | $208.6M |
| Apexium Financial, LP | 12.30% | Add +3.6% | 367,103 | $206.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.14% | Add +13.1% | 365,026 | $205.1M |
| Hancock Prospecting Pty Ltd | 8.09% | Add +233.1% | 364,361 | $204.7M |
| WealthNavi Inc. | 2.27% | Add +27.8% | 362,456 | $203.7M |
| Analyst IMS Investment Management Services Ltd. | 7.89% | Reduce -2.1% | 361,284 | $203.0M |
| Prudential PLC | 1.02% | Add +19.6% | 360,480 | $202.6M |
| Wellington Management Group LLP | 0.04% | Add +1.1% | 360,152 | $202.4M |
| Ritholtz Wealth Management | 5.97% | Reduce -0.4% | 355,276 | $199.6M |
| Midland Wealth Advisors, LLC | 11.74% | Reduce -3.0% | 354,721 | $199.3M |
| Daido Life Insurance Co. | 26.80% | No change | 351,796 | $197.7M |
| Integrated Wealth Concepts LLC | 2.27% | Reduce -4.4% | 346,830 | $194.9M |
| Marcum Wealth, LLC | 16.79% | Add +3.0% | 345,386 | $194.1M |
| Ellenbecker Investment Group | 33.85% | Reduce -8.3% | 334,832 | $188.1M |
| AE Wealth Management LLC | 1.58% | Add +9.2% | 334,268 | $187.8M |
| Vicus Capital | 17.09% | Add +0.1% | 326,608 | $183.5M |
| Lazard Asset Management LLC | 0.31% | Reduce -1.9% | 326,171 | $183.3M |
| Legacy Private Trust Co. | 12.54% | Add +8.3% | 324,801 | $182.5M |
| HSBC Holdings PLC | 0.12% | Reduce -33.4% | 327,225 | $182.5M |
| Sigma Planning Corp | 5.78% | Reduce -3.2% | 322,719 | $181.3M |
| Sofi Wealth, LLC | 13.52% | Add +4932.3% | 320,156 | $179.9M |
| Linscomb Wealth, Inc. | 8.80% | Reduce -2.5% | 314,442 | $176.7M |
| Toews Corp. | 77.58% | Add +17.1% | 312,530 | $175.6M |
| Stratos Wealth Partners, LTD. | 2.65% | Reduce -7.2% | 306,506 | $172.2M |
| 3EDGE Asset Management, LP | 11.71% | Reduce -14.7% | 306,363 | $172.1M |
| Allstate Corp. | 5.04% | Add +5.2% | 305,439 | $171.6M |
| Glenview Trust Co | 3.32% | Add +0.0% | 304,114 | $170.9M |
| Gryphon Financial Partners LLC | 25.24% | Add +0.4% | 303,660 | $170.6M |
| Apollon Wealth Management, LLC | 3.74% | Add +0.7% | 302,649 | $170.1M |
| Bangor Savings Bank | 15.88% | Reduce -4.6% | 299,347 | $168.2M |
| Beacon Pointe Advisors, LLC | 1.87% | Add +3.0% | 295,092 | $165.8M |
| TFC Financial Management, Inc. | 25.27% | Add +0.1% | 293,757 | $165.1M |
| First Foundation Advisors | 6.70% | Add +9.9% | 292,572 | $164.4M |
| Mason Street Advisors, LLC | 20.84% | Add +1.3% | 291,550 | $163.8M |
| American Century Companies Inc. | 0.10% | Add +7.7% | 289,347 | $162.6M |
| Monashee Investment Management LLC | 19.51% | Add +2.4% | 287,110 | $161.3M |
| Prime Capital Investment Advisors, LLC | 1.88% | Add +40.8% | 286,112 | $160.8M |
| Gilbert & Cook, Inc. | 23.29% | Add +2.1% | 285,811 | $160.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.39% | Reduce -3.5% | 281,719 | $158.2M |
| True Link Financial Advisors, LLC | 11.79% | Add +1.6% | 281,105 | $158.0M |
| Element Pointe Advisors, LLC | 38.18% | Reduce -0.6% | 279,477 | $157.0M |
| Quadrant Capital Group LLC | 5.76% | Add +18.7% | 276,079 | $155.1M |
| Zions Bancorporation, National Association | 9.74% | — | 274,716 | $154.4M |
| Gotham Asset Management | 1.28% | Add +18.2% | 272,869 | $153.3M |
| Dakota Wealth Management | 3.59% | Add +0.1% | 272,580 | $153.2M |
| Armstrong Advisory Group, Inc. | 12.19% | No change | 259,279 | $152.6M |
| Wolverine Trading, LLC | 4.80% | New | 271,345 | $151.4M |
| Lee Financial Co | 23.12% | Add +0.7% | 269,323 | $151.3M |
| Calamos Wealth Management LLC | 7.59% | Add +6.3% | 266,955 | $150.0M |
| Integrity Alliance, Llc. | 5.92% | Add +66.5% | 266,150 | $149.5M |
| Merit Financial Group, LLC | 2.23% | Add +24.5% | 264,917 | $148.9M |
| Cim Investment Management Inc. | 33.98% | Add +99.8% | 258,636 | $148.8M |
| Foundations Investment Advisors, LLC | 2.73% | Add +10.7% | 262,634 | $147.6M |
| Soundwatch Capital LLC | 67.12% | Reduce -73.1% | 262,303 | $147.4M |
| Ensign Peak Advisors, Inc | 0.28% | Reduce -19.6% | 260,812 | $146.6M |
| Modera Wealth Management, LLC | 1.97% | Reduce -1.8% | 259,469 | $145.8M |
| Atria Investments, Inc | 1.86% | Reduce -4.5% | 258,883 | $145.5M |
| Manufacturers Life Insurance Company, The | 0.14% | Reduce -60.2% | 257,365 | $144.6M |
| Hantz Financial Services, Inc. | 2.53% | Add +23.4% | 255,505 | $143.6M |
| Federation des caisses Desjardins du Quebec | 0.71% | Add +0.2% | 253,632 | $142.5M |
| Sfmg, LLC | 11.19% | Add +0.9% | 252,209 | $141.7M |
| Goelzer Investment Management, Inc. | 8.15% | Add +1.1% | 250,310 | $140.6M |
| FORM Wealth Advisors, LLC | 19.10% | — | 250,173 | $140.6M |
| Lowe Brockenbrough & Co. Inc. | 9.23% | Add +4.0% | 249,484 | $140.2M |
| Spire Wealth Management | 4.43% | Add +1.5% | 246,371 | $138.4M |
| Sagespring Wealth Partners, LLC | 3.47% | Add +3.0% | 331,723 | $137.6M |
| Phillips Financial Management, LLC | 10.62% | Add +2.6% | 244,566 | $137.4M |
| Ullmann Wealth Partners Group, LLC | 18.07% | Reduce -0.7% | 241,988 | $136.0M |
| Sandy Spring Bank | 5.70% | Add +1.8% | 241,147 | $135.5M |
| Stairway Partners, LLC | 8.32% | Add +1.0% | 240,149 | $134.9M |
| Commerce Bank | 0.86% | Add +5.5% | 239,283 | $134.5M |
| BLB&B Advisors, LLC | 6.80% | Add +2.7% | 237,748 | $133.6M |
| Daiwa Securities Group Inc. | 0.56% | Add +61.9% | 236,962 | $133.1M |
| Janus Henderson Group PLC | 0.07% | Add +13.2% | 236,859 | $132.2M |
| Mesirow Financial Investment Management, Inc. | 2.56% | Add +0.4% | 234,620 | $131.9M |
| Financial Synergies Wealth Advisors, Inc. | 15.93% | Add +2.0% | 232,957 | $130.9M |
| McNamara Financial Services, Inc. | 28.13% | Add +3.8% | 232,705 | $130.8M |
| Conrad N. Hilton Foundation | 91.34% | Add +28.5% | 232,096 | $130.4M |
| Bricktown Capital, LLC | 24.43% | Reduce -3.2% | 232,095 | $130.4M |
| Barclays PLC | 0.06% | Reduce -2.9% | 229,888 | $129.2M |
| Montag A & Associates Inc. | 6.42% | Add +5.0% | 227,933 | $128.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.28% | Add +27.1% | 225,656 | $126.7M |
| Home Federal Bank of Tennessee | 37.42% | Add +2.1% | 225,089 | $126.5M |
| Bank of Hawaii | 7.26% | Add +2.0% | 224,831 | $126.3M |
| BlueStem Wealth Partners, LLC | 17.22% | Reduce -8.6% | 224,772 | $126.3M |
| Litman Gregory Wealth Management LLC | 10.83% | Reduce -1.3% | 224,703 | $126.3M |
| Horan Securities, Inc. | 47.75% | Add +3.0% | 224,619 | $126.2M |
| FineMark National Bank & Trust | 4.59% | Add +0.0% | 223,777 | $125.7M |
| Retirement Income Solutions, Inc. | 26.29% | Reduce -18.9% | 223,649 | $125.7M |
| Capital Analysts, LLC | 4.67% | Add +3.1% | 223,051 | $125.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 3.85% | Reduce -7.7% | 221,930 | $124.7M |
| JNBA Financial Advisors | 12.88% | Reduce -17.5% | 221,167 | $124.3M |
| Single Point Partners, LLC | 28.92% | Add +2.3% | 219,262 | $123.2M |
| Robertson Stephens Wealth Management, LLC | 4.57% | Reduce -2.1% | 217,416 | $122.2M |
| Mandatum Life Insurance Co Ltd | 37.31% | Reduce -6.6% | 216,252 | $121.5M |
| RPTC Inc. | 24.32% | Reduce -1.3% | 215,496 | $121.1M |
| Advisory Services Network, LLC | 2.32% | Reduce -11.8% | 214,439 | $120.5M |
| OneDigital Investment Advisors LLC | 1.41% | Reduce -2.9% | 212,110 | $119.2M |
| Graypoint LLC | 7.44% | Add +2.3% | 212,099 | $119.2M |
| Valeo Financial Advisors, LLC | 3.24% | Add +10.2% | 206,397 | $116.0M |
| First Interstate Bank | 6.90% | Reduce -36.0% | 205,694 | $115.6M |
| Adventist Health System/ West | 18.14% | No change | 204,550 | $114.9M |
| PKO Investment Management Joint-Stock Co | 13.03% | Reduce -41.7% | 204,503 | $114.9M |
| First Horizon Advisors, Inc. | 3.19% | Reduce -2.5% | 201,811 | $113.4M |
| HB Wealth Management, LLC | 0.95% | Add +11.8% | 201,171 | $113.0M |
| Mizuho Markets Americas LLC | 2.45% | Add +44.3% | 201,002 | $112.9M |
| St. Clair Advisors, LLC | 31.40% | Add +4.5% | 199,479 | $112.1M |
| Rezny Wealth Management, Inc. | 31.34% | Reduce -5.3% | 199,127 | $111.9M |
| Wealth Group Ltd | 32.45% | Add +1.2% | 197,096 | $110.7M |
| Heck Capital Advisors, LLC | 12.30% | Add +1.9% | 194,633 | $109.4M |
| Abundance Wealth Counselors | 22.81% | Reduce -2.8% | 194,588 | $108.9M |
| Focus Financial Network, Inc. | 4.36% | Add +0.7% | 189,775 | $106.6M |
| Perigon Wealth Management, LLC | 2.74% | Reduce -5.1% | 189,624 | $106.5M |
| BBR Partners, LLC | 7.52% | Add +0.3% | 189,448 | $106.5M |
| Financial Advisory Corp | 17.34% | Add +3.6% | 186,452 | $104.8M |
| Mutual Advisors, LLC | 2.99% | Reduce -3.7% | 188,890 | $104.5M |
| Crewe Advisors LLC | 14.63% | Add +2.8% | 185,268 | $104.1M |
| Chevy Chase Trust Holdings, LLC | 0.33% | Add +24.2% | 185,201 | $104.1M |
| Mackenzie Financial Corp. | 0.15% | Add +7.5% | 184,489 | $103.7M |
| Icon Wealth Advisors, LLC | 8.53% | Reduce -5.6% | 184,466 | $103.7M |
| Brookstone Capital Management | 1.48% | Reduce -4.2% | 183,632 | $103.2M |
| Core Wealth Advisors, Inc. | 32.79% | Reduce -0.1% | 183,451 | $103.1M |
| Ferguson Wellman Capital Management, Inc. | 1.99% | Add +1.6% | 182,847 | $102.7M |
| Bridges Investment Management Inc. | 1.47% | Add +11.4% | 181,949 | $102.2M |
| Valley Forge Investment Consultants Inc. Adv | 35.97% | Add +1.7% | 179,833 | $101.0M |
| Rwa Wealth Partners, LLC | 1.27% | Reduce -13.8% | 179,671 | $101.0M |
| TBH Global Asset Management, LLC | 19.31% | Add +3213.5% | 999,838 | $100.7M |
| Fulton Breakefield Broenniman LLC | 7.26% | Add +34.6% | 179,016 | $100.6M |
| Freestone Grove Partners LP | 1.03% | Reduce -84.8% | 178,000 | $100.0M |
| Integrated Advisors Network LLC | 5.05% | Add +3.4% | 177,815 | $99.9M |
| B. Riley Wealth Advisors, Inc. | 3.03% | Add +48.2% | 177,419 | $99.7M |
| Narwhal Capital Management | 8.78% | Add +4.7% | 175,381 | $98.5M |
| Qalhat Capital Ltd | 20.69% | Add +21.8% | 175,317 | $98.5M |
| StoneX Group Inc. | 5.40% | Add +4.8% | 174,933 | $98.3M |
| BSW Wealth Partners | 14.88% | Reduce -1.7% | 174,391 | $98.0M |
| Rakuten Investment Management, Inc. | 0.45% | — | 174,561 | $97.4M |
| M Holdings Securities, Inc. | 16.17% | Add +69.6% | 173,002 | $97.2M |
| AQR Capital Management | 0.10% | Add +50.2% | 172,571 | $97.0M |
| D.A. Davidson & Co. | 0.77% | Reduce -2.4% | 171,515 | $96.4M |
| Callan Family Office, LLC | 7.14% | Add +5.5% | 169,536 | $95.3M |
| Cape Cod Five Cents Savings Bank | 8.67% | No change | 164,213 | $94.7M |
| McKinley Carter Wealth Services, Inc. | 5.80% | Reduce -8.5% | 167,606 | $94.2M |
| Catalyst Financial Partners LLC | 17.29% | Add +2.6% | 167,143 | $93.9M |
| Vantagepoint Investment Advisers LLC | 10.70% | No change | 166,970 | $93.8M |
| First Citizens Bank & Trust Co. | 2.36% | Reduce -0.7% | 165,413 | $92.9M |
| 1832 Asset Management L.P. | 0.18% | Add +33.5% | 164,849 | $92.6M |
| Satovsky Asset Management LLC | 20.66% | Reduce -3.0% | 164,746 | $92.3M |
| Winthrop Advisory Group LLC | 11.07% | Reduce -1.3% | 163,813 | $92.0M |
| Arvest Bank Trust Division | 5.79% | Reduce -6.0% | 163,014 | $91.6M |
| Hennion & Walsh Asset Management, Inc. | 4.02% | Add +147.3% | 160,851 | $90.4M |
| Standpoint Asset Management, LLC | 16.58% | Add +7.2% | 160,100 | $90.0M |
| First Commonwealth Financial Corp | 21.12% | Reduce -4.7% | 159,604 | $89.7M |
| Whittier Trust Co. of Nevada Inc. | 2.26% | Add +0.3% | 159,155 | $89.4M |
| King Wealth Management Group | 13.55% | Add +1.3% | 159,117 | $89.4M |
| Ironclad Investments LLC | 50.33% | Add +11.9% | 159,114 | $89.4M |
| Townsquare Capital LLC | 0.94% | Add +2.8% | 156,893 | $88.2M |
| FFT Wealth Management LLC | 18.39% | Add +48.2% | 156,474 | $87.9M |
| Victory Capital Management Inc. | 0.09% | Add +150.6% | 155,696 | $87.5M |
| Bryn Mawr Trust Advisors, LLC | 5.24% | Reduce -2.3% | 155,579 | $87.4M |
| Trilogy Capital Inc. | 4.58% | Add +231.0% | 155,359 | $87.3M |
| Stock Yards Bank & Trust Co. | 3.11% | Add +2.8% | 155,241 | $87.2M |
| Betterment LLC | 0.21% | Reduce -2.9% | 154,278 | $86.7M |
| Geneos Wealth Management Inc. | 2.89% | Add +7.4% | 153,625 | $86.3M |
| Alternative Investment Advisors, LLC. | 45.45% | Add +3.9% | 153,050 | $86.0M |
| Forvis Mazars Wealth Advisors, LLC | 2.06% | Reduce -2.5% | 152,859 | $85.9M |
| Resonant Capital Advisors, LLC | 5.85% | Add +4.2% | 149,240 | $83.9M |
| Tortoise Investment Management, LLC | 8.72% | Reduce -0.6% | 149,086 | $83.8M |
| Cambridge Associates LLC /Ma/ | 2.38% | Reduce -0.8% | 147,847 | $83.1M |
| Principal Securities, Inc. | 1.85% | Add +1.1% | 140,577 | $82.8M |
| Chandler Asset Management, Inc. | 15.59% | Reduce -6.7% | 147,131 | $82.7M |
| RTD Financial Advisors, Inc. | 10.91% | Reduce -3.3% | 144,468 | $81.2M |
| PDS Planning, Inc | 6.76% | Add +2.1% | 142,796 | $80.2M |
| Spectrum Wealth Counsel, LLC | 9.63% | Add +2.3% | 142,740 | $80.2M |
| Advisors Capital Management, LLC | 1.23% | Add +15.3% | 141,056 | $79.3M |
| Country Trust Bank | 1.99% | Reduce -0.3% | 140,730 | $79.1M |
| Divergent Planning, LLC | 26.13% | Add +0.6% | 138,839 | $78.7M |
| Karpus Management, Inc. | 2.55% | Reduce -2.9% | 140,091 | $78.7M |
| Arcataur Capital Management LLC | 26.73% | Add +5.1% | 139,559 | $78.4M |
| Old National Bancorp | 2.06% | Reduce -1.1% | 139,535 | $78.4M |
| Cardinal Strategic Wealth Guidance | 24.88% | Add +14.6% | 138,593 | $77.9M |
| Ritter Daniher Financial Advisory LLC / DE | 21.20% | Add +2.5% | 138,299 | $77.7M |
| Choreo, LLC | 1.21% | Reduce -5.6% | 138,310 | $77.7M |
| JSF Financial, LLC | 20.26% | Reduce -2.8% | 136,697 | $76.8M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +29.7% | 136,189 | $76.5M |
| JGP Wealth Management, LLC | 9.99% | Add +58.0% | 135,063 | $75.9M |
| Ieq Capital, LLC | 0.60% | Add +12.6% | 135,000 | $75.9M |
| Pine Ridge Advisers LLC | 6.50% | No change | 134,995 | $75.9M |
| Pinnacle Associates Ltd. | 1.11% | Reduce -0.2% | 134,555 | $75.6M |
| Gray Private Wealth, LLC | 45.30% | Add +5.8% | 133,935 | $75.3M |
| DT Investment Partners, LLC | 7.24% | Add +3.3% | 133,526 | $75.0M |
| Physician Wealth Advisors, Inc. | 12.91% | Reduce -1.1% | 133,494 | $75.0M |
| AMG National Trust Bank | 2.10% | Reduce -0.4% | 133,213 | $74.9M |
| Prosperity Consulting Group, LLC | 5.76% | Add +1.6% | 132,601 | $74.5M |
| Summit Financial Strategies, Inc. | 7.49% | Add +1.6% | 132,197 | $74.3M |
| Caliber Wealth Management, LLC / KS | 10.13% | — | 132,168 | $74.3M |
| Quantinno Capital Management LP | 0.48% | Add +60.2% | 131,919 | $74.1M |
| Alps Advisors Inc. | 0.43% | Add +0.3% | 131,864 | $74.1M |
| Sharkey, Howes & Javer | 10.60% | Reduce -15.0% | 131,862 | $74.1M |
| Amtrust Financial Services, Inc. | 36.49% | No change | 131,800 | $74.1M |
| Orrstown Financial Services Inc. | 17.57% | Add +27.7% | 131,375 | $73.8M |
| Ledyard National Bank | 7.28% | Add +1.1% | 131,043 | $73.6M |
| BankPlus Trust Department | 24.54% | Add +1.3% | 130,899 | $73.6M |
| Regal Investment Advisors LLC | 5.95% | Reduce -0.9% | 130,756 | $73.5M |
| Great Lakes Advisors, LLC | 0.65% | Reduce -14.0% | 130,152 | $73.1M |
| Eastern Bank | 1.43% | Add +0.7% | 129,884 | $73.0M |
| Onyx Bridge Wealth Group LLC | 10.44% | Reduce -8.1% | 129,561 | $72.8M |
| Citigroup Inc. | 0.06% | Add +36.6% | 128,917 | $72.4M |
| Accredited Investors Inc. | 4.48% | Reduce -0.6% | 128,458 | $72.2M |
| Baker Avenue Asset Management, LP | 2.24% | Add +7.4% | 127,508 | $71.6M |
| Centerpoint Advisors, LLC | 26.13% | Add +6.4% | 125,902 | $70.7M |
| Destination Wealth Management | 2.23% | Add +1.1% | 125,704 | $70.6M |
| Bokf, NA | 1.25% | Add +1.9% | 125,544 | $70.5M |
| Bryant Woods Investment Advisors, LLC | 33.92% | Add +8.1% | 125,542 | $70.5M |
| Cahill Wealth Management, LLC | 35.80% | Add +0.7% | 125,192 | $70.3M |
| New Republic Capital, LLC | 30.43% | Add +2335.3% | 124,929 | $70.2M |
| New England Professional Planning Group Inc. | 34.94% | Add +2.5% | 124,898 | $70.2M |
| Courier Capital LLC | 4.59% | Add +2.7% | 124,718 | $70.1M |
| Hudock, Inc. | 12.20% | Reduce -0.2% | 124,158 | $69.8M |
| Cibc World Market Inc. | 0.16% | Reduce -14.5% | 123,620 | $69.5M |
| Glenmede Trust Co. NA | 0.37% | Reduce -1.8% | 123,035 | $69.1M |
| West Coast Financial LLC | 7.89% | Add +8.7% | 123,028 | $69.1M |
| Balentine LLC | 2.89% | Add +3.3% | 122,592 | $68.9M |
| Requisite Capital Management, LLC | 15.38% | Reduce -11.0% | 121,275 | $68.1M |
| Proathlete Wealth Management LLC | 24.76% | Add +5.4% | 120,866 | $67.9M |
| Lodestar Private Asset Management LLC | 8.53% | Add +2.0% | 120,798 | $67.9M |
| Crestwood Advisors Group, LLC | 1.29% | Reduce -2.1% | 120,630 | $67.8M |
| State of Wisconsin Investment Board | 0.17% | Add +203.6% | 120,235 | $67.6M |
| Avior Wealth Management, LLC | 2.55% | Add +2.1% | 119,455 | $67.1M |
| Stonegate Investment Group, LLC | 1.79% | Add +0.0% | 119,298 | $67.0M |
| Grant Street Asset Management, Inc. | 16.39% | Add +16.2% | 119,171 | $67.0M |
| TCP Asset Management, LLC | 14.86% | Add +2.3% | 118,347 | $66.5M |
| Well Done, LLC | 12.03% | Reduce -1.3% | 112,767 | $66.4M |
| Wealth Architects, LLC | 7.32% | Reduce -4.0% | 118,064 | $66.3M |
| SCS Capital Management LLC | 0.84% | New | 117,636 | $66.1M |
| Vision Capital Management, Inc. | 9.52% | Add +3.7% | 117,514 | $66.0M |
| MV Capital Management, Inc. | 7.06% | Reduce -13.1% | 117,097 | $65.8M |
| Deutsche Bank AG | 0.03% | Reduce -6.0% | 117,089 | $65.8M |
| SteelPeak Wealth, LLC | 2.80% | Reduce -15.9% | 116,966 | $65.7M |
| BOK Financial Private Wealth, Inc. | 4.92% | Reduce -1.6% | 116,582 | $65.5M |
| Allworth Financial LP | 0.37% | Reduce -0.6% | 118,852 | $65.3M |
| ESL Trust Services, LLC | 14.65% | Reduce -0.8% | 115,512 | $64.9M |
| Amarillo National Bank | 12.61% | Add +1.3% | 115,326 | $64.8M |
| Gries Financial LLC | 12.56% | Reduce -0.9% | 115,273 | $64.8M |
| Heritage Investment Group, Inc. | 12.03% | Add +3.8% | 113,907 | $64.0M |
| Mascoma Wealth Management LLC | 15.85% | Add +9.4% | 113,209 | $63.6M |
| Tectonic Advisors LLC | 3.96% | Add +3.7% | 112,823 | $63.4M |
| Lineweaver Wealth Advisors, LLC | 10.79% | Add +2.7% | 112,745 | $63.4M |
| Simon Quick Advisors, LLC | 3.60% | Reduce -6.7% | 112,729 | $63.3M |
| Financial Partners Group, Inc | 9.75% | Add +1.0% | 112,446 | $63.2M |
| Compound Planning, Inc. | 2.87% | Add +15.6% | 111,795 | $62.8M |
| Meridian Wealth Advisors, LLC | 10.66% | Add +5.4% | 111,733 | $62.8M |
| Kovack Advisors, Inc. | 6.62% | Reduce -16.5% | 111,172 | $62.5M |
| Alaska Permanent Capital Management, LLC | 5.24% | Reduce -13.8% | 110,635 | $62.1M |
| Ameritas Investment Partners, Inc. | 2.13% | Add +1.7% | 110,102 | $61.9M |
| Unique Wealth, LLC | 11.67% | Reduce -24.6% | 109,960 | $61.8M |
| HighMark Wealth Management LLC | 36.34% | Reduce -0.1% | 109,482 | $61.5M |
| Rational Advisors, Inc. | 6.43% | Add +7.9% | 109,204 | $61.4M |
| Oppenheimer & Co. Inc. | 0.93% | Add +1.7% | 109,024 | $61.3M |
| Smith, Moore & Co. | 5.65% | Reduce -1.4% | 108,572 | $61.0M |
| Stone House Investment Management, LLC | 12.36% | Add +6.8% | 108,508 | $61.0M |
| Harfst & Associates, Inc. | 14.06% | Add +2.7% | 108,241 | $60.8M |
| Savant Capital, LLC | 0.51% | Reduce -12.8% | 108,067 | $60.7M |
| Country Club Bank | 4.08% | Add +6.3% | 108,509 | $60.6M |
| Wilmington Savings Fund Society, FSB | 1.12% | Add +0.8% | 107,037 | $60.1M |
| Bar Harbor Wealth Management | 3.98% | Reduce -1.2% | 106,793 | $60.0M |
| Rhumbline Advisers | 0.06% | Add +8.9% | 106,748 | $60.0M |
| High Falls Advisors, Inc | 13.89% | Reduce -10.3% | 105,287 | $59.2M |
| Keebeck Wealth Management | 8.73% | Add +3.6% | 105,146 | $59.1M |
| Composition Wealth, LLC | 1.18% | Add +6.7% | 104,586 | $58.8M |
| Crescent Grove Advisors, LLC | 6.09% | Reduce -2.6% | 103,993 | $58.4M |
| Consilio Wealth Advisors, LLC | 24.38% | Add +8.0% | 103,907 | $58.4M |
| Assetmark, Inc. | 0.16% | Reduce -91.3% | 103,716 | $58.3M |
| Curi Capital, LLC | 1.44% | Reduce -16.6% | 103,687 | $58.3M |
| Snowden Capital Advisors LLC | 1.87% | Reduce -2.6% | 102,989 | $57.9M |
| Shufro Rose & Co. LLC | 4.61% | Add +60.5% | 102,933 | $57.8M |
| 26North Partners LP | 100.00% | Reduce -58.7% | 102,897 | $57.8M |
| Wela Strategies, Inc. | 24.15% | Add +142.5% | 101,834 | $57.2M |
| Conning Inc. | 2.11% | Reduce -1.6% | 101,828 | $57.2M |
| Crestmont Private Wealth LLC | 24.60% | Reduce -0.8% | 101,141 | $56.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 4.13% | Add +3.7% | 100,934 | $56.7M |
| Sand Hill Global Advisors, LLC | 2.32% | Reduce -0.9% | 100,251 | $56.3M |
| Beam Wealth Advisors, Inc. | 18.67% | Reduce -1.7% | 98,528 | $55.4M |
| KMG Fiduciary Partners, LLC | 4.59% | Reduce -5.8% | 98,254 | $55.2M |
| Twele Capital Management, Inc. | 11.64% | Add +3.8% | 97,699 | $54.9M |
| KFA Private Wealth Group, LLC | 19.21% | Add +26.2% | 97,677 | $54.9M |
| Strategic Point Investment Advisors, LLC | 9.13% | Reduce -1.6% | 97,516 | $54.8M |
| Fiducient Advisors LLC | 6.82% | Reduce -20.9% | 97,144 | $54.6M |
| Blue Trust, Inc. | 0.70% | Reduce -7.5% | 97,117 | $54.6M |
| Ironwood Financial, llc | 11.68% | Add +0.1% | 96,928 | $54.5M |
| Susquehanna International Group, LLP | 0.09% | New | 96,495 | $54.2M |
| Bull Oak Capital, LLC | 29.53% | Add +3.5% | 96,410 | $54.2M |
| Buska Wealth Management, LLC | 16.89% | Add +2.4% | 95,923 | $53.9M |
| Arkadios Wealth Advisors | 2.04% | Add +56.6% | 95,649 | $53.7M |
| Per Stirling Capital Management, LLC. | 7.71% | Reduce -1.9% | 95,398 | $53.6M |
| Ssi Investment Management LLC | 21.65% | Reduce -41.0% | 95,257 | $53.5M |
| Parkside Investments, LLC | 7.88% | Reduce -5.3% | 95,255 | $53.5M |
| KMT Wealth Management, LLC | 36.68% | Reduce -0.4% | 95,244 | $53.5M |
| Wharton Business Group, LLC | 2.41% | Reduce -0.3% | 94,644 | $53.2M |
| Diversified Enterprises, LLC | 4.47% | Add +5.0% | 94,475 | $53.1M |
| Roth Financial Partners LLC | 20.85% | Add +2.7% | 93,950 | $52.8M |
| Coyle Financial Counsel LLC | 16.11% | Add +9.3% | 93,872 | $52.7M |
| Beaumont Financial Advisors, LLC | 4.11% | Add +0.4% | 93,353 | $52.5M |
| Bristlecone Advisors, LLC | 4.28% | Add +3.9% | 93,198 | $52.4M |
| Future You Wealth LLC | 33.51% | Add +12.1% | 93,094 | $52.3M |
| Parker Investment Management, LLC | 9.32% | Reduce -19.1% | 92,782 | $52.1M |
| Kestra Private Wealth Services, LLC | 0.87% | Add +2.1% | 92,677 | $52.1M |
| CX Institutional | 1.96% | Reduce -0.4% | 92,636 | $52.1M |
| Financial Counselors Inc. | 0.79% | Add +1.5% | 92,433 | $51.9M |
| Ashton Thomas Private Wealth, LLC | 1.98% | Reduce -3.3% | 92,162 | $51.8M |
| Highland Capital Management, LLC | 3.09% | Reduce -0.8% | 92,056 | $51.7M |
| Oxford Financial Group, LTD. LLC | 3.61% | Reduce -2.0% | 91,669 | $51.5M |
| Bank of Stockton | 16.39% | Reduce -1.4% | 91,539 | $51.4M |
| IFS Advisors, LLC | 41.04% | Reduce -0.2% | 89,947 | $50.5M |
| Sequoia Financial Advisors, LLC | 0.39% | Add +4.1% | 88,916 | $50.0M |
| Wealth Alliance, LLC | 6.03% | Reduce -8.2% | 88,678 | $49.8M |
| SigFig Wealth Management, LLC | 1.80% | Add +58.9% | 89,194 | $49.8M |
| Cypress Capital Group | 6.49% | Reduce -4.4% | 88,257 | $49.6M |
| Visionary Wealth Advisors | 2.97% | Reduce -0.8% | 88,095 | $49.5M |
| Smithfield Trust Co | 2.48% | Reduce -1.7% | 87,953 | $49.4M |
| May Hill Capital, LLC | 18.63% | Add +2.4% | 87,870 | $49.4M |
| Rafferty Asset Management, LLC | 0.21% | Reduce -23.8% | 87,516 | $49.2M |
| EP Wealth Advisors, LLC | 0.39% | Add +1.7% | 87,505 | $49.2M |
| Droms Strauss Advisors Inc. /Mo/ | 16.87% | Reduce -2.3% | 87,469 | $49.1M |
| Sowell Financial Services LLC | 2.23% | Add +10.9% | 87,371 | $49.1M |
| Nuveen, LLC | 0.01% | — | 87,334 | $49.1M |
| Swmg, LLC | 19.44% | Reduce -6.8% | 88,566 | $49.0M |
| Golden State Wealth Management, LLC | 7.24% | Reduce -5.4% | 86,754 | $48.7M |
| Affinity Capital Advisors, LLC | 9.64% | Add +1.1% | 90,554 | $48.6M |
| Madrona Financial Services, LLC | 13.34% | Add +62.1% | 86,333 | $48.5M |
| Rogco, LP | 19.43% | Add +3.3% | 86,326 | $48.5M |
| Waterford Advisors, LLC | 20.10% | Add +0.1% | 86,215 | $48.4M |
| MKD Wealth Coaches, LLC | 54.40% | Add +1.0% | 85,562 | $48.1M |
| Enclave Advisors LLC | 8.20% | Reduce -4.1% | 85,477 | $48.0M |
| Bluesphere Advisors LLC | 27.44% | Add +9.6% | 85,325 | $47.9M |
| Bontempo Ohly Capital Mgmt LLC | 23.02% | Reduce -14.7% | 84,941 | $47.7M |
| Concurrent Investment Advisors, LLC | 1.16% | Reduce -9.2% | 84,824 | $47.7M |
| Ancora Advisors LLC | 1.06% | Add +0.6% | 84,428 | $47.4M |
| Towercrest Capital Management | 8.98% | Reduce -25.7% | 84,114 | $47.3M |
| Asio Capital, LLC | 9.12% | Add +20.7% | 83,942 | $47.2M |
| Common Fund for Nonprofit Organizations | 5.23% | Add +44.8% | 83,765 | $47.1M |
| Marino, Stram & Associates LLC | 10.38% | Add +2.2% | 83,218 | $46.8M |
| Simplicity Wealth,LLC | 3.63% | Add +56.9% | 83,044 | $46.7M |
| University of Massachusetts Foundation, Inc. | 26.12% | No change | 82,898 | $46.6M |
| Ackerman Asset Management, LLC | 42.09% | — | 82,812 | $46.5M |
| Custos Family Office, LLC | 16.44% | Add +1.8% | 82,498 | $46.4M |
| Beaumont Asset Management, L.L.C. | 27.88% | Add +7.8% | 82,139 | $46.2M |
| Baron Silver Stevens Financial Advisors, LLC | 8.07% | Add +1.8% | 82,121 | $46.1M |
| Central Pacific Bank - Trust Division | 6.66% | Reduce -23.1% | 81,926 | $46.0M |
| Buck Wealth Strategies, LLC | 8.29% | Add +86.0% | 81,193 | $45.6M |
| TD Capital Management LLC | 4.61% | Add +0.3% | 80,932 | $45.5M |
| Bluestem Financial Advisors, LLC | 21.22% | Add +0.5% | 80,723 | $45.4M |
| Shepherd Financial Partners LLC | 5.32% | Add +210.1% | 80,707 | $45.3M |
| Vestmark Advisory Solutions, Inc. | 1.17% | Add +217.9% | 80,545 | $45.3M |
| Gladstone Institutional Advisory LLC | 2.11% | Add +3.4% | 80,544 | $45.3M |
| Guidance Point Advisors, LLC | 13.38% | Add +1.3% | 80,536 | $45.3M |
| Agur Provident & Training Funds Management Ltd. | 18.10% | No change | 80,500 | $45.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.84% | Reduce -10.4% | 80,333 | $45.1M |
| Harbour Investments, Inc. | 1.29% | Add +0.5% | 80,294 | $45.1M |
| Cranbrook Wealth Management, LLC | 10.46% | Add +0.7% | 80,159 | $45.0M |
| Shelter Ins Retirement Plan | 58.24% | No change | 80,061 | $45.0M |
| GoalFusion Wealth Management, LLC | 24.60% | Add +1.4% | 80,007 | $45.0M |
| International City Management Association Retirement Corp | 25.34% | No change | 79,711 | $44.8M |
| SkyView Investment Advisors, LLC | 6.72% | Reduce -0.8% | 79,517 | $44.7M |
| Independent Financial Group, LLC | 1.53% | Add +7.6% | 79,386 | $44.6M |
| Baltimore-Washington Financial Advisors, Inc. | 2.39% | Add +3.5% | 79,168 | $44.5M |
| Foster Group, Inc. | 1.66% | Add +6.0% | 79,103 | $44.4M |
| Summit Financial, LLC | 1.25% | Add +16.5% | 79,081 | $44.4M |
| Lakeshore Financial Planning, Inc. | 18.47% | Add +3.2% | 78,909 | $44.3M |
| Progeny 3, Inc. | 3.05% | No change | 78,769 | $44.3M |
| GWN Securities Inc. | 2.49% | Add +661.0% | 78,378 | $44.1M |
| Hoxton Planning & Management, LLC | 16.82% | Reduce -3.7% | 78,464 | $44.1M |
| Cornerstone Wealth Group, LLC | 3.66% | Reduce -1.8% | 78,445 | $44.1M |
| Serenus Wealth Advisors, LLC | 7.31% | Add +39.2% | 144,883 | $44.1M |
| Financial Management Network Inc. | 9.90% | Add +9.1% | 86,849 | $44.0M |
| Colton Groome Financial Advisors, LLC | 17.05% | Reduce -16.0% | 78,763 | $43.9M |
| Cornerstone Wealth Management, LLC | 2.97% | Reduce -1.6% | 78,046 | $43.9M |
| Bernardo Wealth Planning LLC | 10.49% | Add +2.7% | 78,020 | $43.8M |
| Mather Group, Llc. | 0.51% | Reduce -14.3% | 78,002 | $43.8M |
| Stewardship Advisors, LLC | 11.82% | Reduce -25.6% | 77,873 | $43.8M |
| CLG LLC | 15.18% | Add +9.0% | 77,849 | $43.7M |
| Keeley-Teton Advisors, LLC | 5.30% | Reduce -0.2% | 77,754 | $43.7M |
| Spreng Capital Management, Inc. | 20.33% | Add +0.2% | 77,711 | $43.7M |
| Invst, LLC | 5.93% | Reduce -15.0% | 77,355 | $43.5M |
| Rossmore Private Capital | 5.35% | Add +2.5% | 77,184 | $43.4M |
| AAF Wealth Management, LLC | 23.31% | Add +1.4% | 76,861 | $43.2M |
| Fifth Third Securities, Inc. | 3.63% | Add +7.3% | 76,610 | $43.0M |
| Wealth Alliance Advisory Group, LLC | 8.91% | Add +0.1% | 76,487 | $43.0M |
| JFS Wealth Advisors, LLC | 2.89% | Add +6.2% | 76,093 | $42.8M |
| Atlanta Consulting Group Advisors, LLC | 12.48% | Add +0.1% | 76,092 | $42.8M |
| Smith Chas P & Associates Pa Cpas | 2.48% | Reduce -2.6% | 75,953 | $42.7M |
| PKS Advisory Services, LLC | 11.67% | Add +5.6% | 75,909 | $42.7M |
| Life Line Wealth Management LLC | 15.58% | Add +4.4% | 75,358 | $42.3M |
| PAX Financial Group, LLC | 7.50% | Reduce -4.0% | 75,326 | $42.3M |
| BankPlus Wealth Management LLC | 31.07% | Add +29.7% | 75,289 | $42.3M |
| AdvisorNet Financial, Inc | 3.14% | Add +18.7% | 75,284 | $42.3M |
| Riverstone Advisors, LLC | 25.43% | Reduce -1.1% | 75,265 | $42.3M |
| Hollencrest Capital Management | 1.85% | Reduce -2.5% | 75,057 | $42.2M |
| Greenup Street Wealth Management LLC | 8.35% | Add +4.0% | 74,992 | $42.1M |
| National Bank of Canada | 0.05% | Add +25.2% | 74,847 | $42.1M |
| McAlister, Sweet & Associates, Inc. | 31.63% | New | 74,349 | $41.8M |
| First Financial Bank - Trust Division | 4.05% | Add +9.6% | 74,338 | $41.8M |
| Certuity, LLC | 4.36% | Add +8.3% | 74,157 | $41.6M |
| Fidelis Capital Partners, LLC | 4.40% | Add +5.1% | 74,761 | $41.4M |
| Kelleher Financial Advisors | 16.41% | Reduce -8.4% | 73,297 | $41.2M |
| Patriot Financial Group Insurance Agency, LLC | 5.52% | Reduce -3.8% | 73,192 | $41.1M |
| Allianz Asset Management GmbH | 0.06% | Reduce -93.7% | 73,052 | $41.0M |
| Keystone Financial Services | 15.63% | Reduce -12.9% | 72,989 | $41.0M |
| Latko Wealth Management, Ltd. | 26.51% | Reduce -3.1% | 72,756 | $40.9M |
| Waller Financial Planning Group, Inc. | 11.48% | Reduce -10.0% | 72,732 | $40.9M |
| Watershed Private Wealth LLC | 16.32% | Reduce -6.5% | 72,632 | $40.8M |
| MCF Advisors LLC | 2.92% | Reduce -1.5% | 72,139 | $40.5M |
| Wedbush Securities Inc. | 1.48% | Add +2.5% | 71,627 | $40.2M |
| Stonebridge Capital Advisors LLC | 3.27% | Add +4.6% | 71,544 | $40.2M |
| Colonial Trust Advisors | 3.53% | Add +4.4% | 70,673 | $39.7M |
| Bailard, Inc. | 1.02% | Reduce -0.2% | 70,636 | $39.7M |
| Capital Investment Advisors, LLC | 0.78% | Add +3.7% | 70,601 | $39.7M |
| Alpha Financial Partners LLC | 31.76% | Add +6.5% | 70,465 | $39.6M |
| Westwood Holdings Group Inc. | 0.30% | Add +1.8% | 70,417 | $39.6M |
| Peapack Gladstone Financial Corp. | 0.59% | Add +0.4% | 70,404 | $39.6M |
| High Note Wealth, LLC | 9.78% | Add +5.4% | 70,261 | $39.5M |
| Voya Financial Advisors, Inc. | 4.36% | Reduce -7.4% | 70,723 | $39.5M |
| TD Waterhouse Canada Inc. | 0.32% | Reduce -17.2% | 69,917 | $39.4M |
| Argent Trust Co | 1.61% | Add +1.5% | 69,971 | $39.3M |
| J.W. Cole Advisors, Inc. | 1.22% | Reduce -13.2% | 69,800 | $39.2M |
| Capital Planning LLC | 10.97% | Reduce -2.6% | 69,791 | $39.2M |
| 1900 Wealth Management LLC | 3.26% | Reduce -2.2% | 69,763 | $39.2M |
| Mayflower Financial Advisors, LLC | 5.96% | Reduce -4.3% | 69,707 | $39.2M |
| Kaye Capital Management | 15.97% | Reduce -0.5% | 69,646 | $39.1M |
| Titan Global Capital Management USA LLC | 8.05% | Add +12.3% | 69,503 | $39.1M |
| Advanced Asset Management Advisors Inc | 10.69% | No change | 69,200 | $38.9M |
| Sage Financial Management Group, Inc. | 14.08% | Add +9.4% | 69,053 | $38.8M |
| Fi3 FINANCIAL ADVISORS, LLC | 15.65% | Reduce -2.8% | 68,606 | $38.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.05% | Add +2.7% | 68,166 | $38.3M |
| Prospera Financial Services Inc | 0.88% | Add +2.4% | 68,065 | $38.3M |
| Kelly Financial Services LLC | 13.16% | Reduce -2.4% | 67,380 | $37.9M |
| Pps&v Asset Management Consultants, Inc. | 27.35% | Reduce -0.0% | 67,067 | $37.7M |
| Evercore Wealth Management, LLC | 0.61% | Reduce -1.7% | 67,064 | $37.7M |
| Ironwood Wealth Management, LLC. | 11.56% | Add +1.4% | 67,006 | $37.7M |
| Sovereign Investment Advisors, LLC | 13.07% | Reduce -7.8% | 71,445 | $37.6M |
| Cornerstone Advisory, LLC | 4.38% | Add +1.6% | 66,786 | $37.5M |
| Pinnacle Financial Partners Inc | 0.75% | Add +5.7% | 65,516 | $37.3M |
| Wescott Financial Advisory Group, LLC | 3.85% | Reduce -4.4% | 66,067 | $37.1M |
| Waterway Wealth Management, LLC | 15.42% | Add +62.4% | 65,860 | $37.0M |
| ONE Advisory Partners, LLC | 15.80% | Reduce -8.6% | 65,828 | $37.0M |
| New World Advisors LLC | 8.37% | Add +93.4% | 65,760 | $37.0M |
| NDWM LLC | 36.08% | Reduce -5.1% | 65,696 | $36.9M |
| Dorsey & Whitney Trust CO LLC | 2.12% | Add +1.1% | 65,354 | $36.7M |
| Natixis Advisors, LLC | 0.07% | Add +24.1% | 65,235 | $36.7M |
| Rehmann Capital Advisory Group | 2.30% | Reduce -1.3% | 65,062 | $36.6M |
| WealthShield Partners, LLC | 4.68% | Add +9.1% | 64,657 | $36.3M |
| Portland Global Advisors LLC | 4.58% | Add +1.0% | 64,638 | $36.3M |
| Silvercrest Asset Management Group LLC | 0.26% | Add +207.3% | 64,390 | $36.2M |
| TD Private Client Wealth LLC | 0.99% | Add +7.1% | 64,081 | $36.0M |
| Howe & Rusling Inc. | 3.03% | Add +7.5% | 64,026 | $36.0M |
| IHT Wealth Management, LLC | 1.11% | Add +0.7% | 63,489 | $35.7M |
| Waterloo Capital, L.P. | 3.32% | Add +13.4% | 63,415 | $35.6M |
| Banco Santander, S.A. | 0.39% | Add +76.0% | 63,335 | $35.6M |
| Novare Capital Management LLC | 3.11% | Add +6.2% | 63,292 | $35.6M |
| Washington Trust Bank | 3.55% | Reduce -0.7% | 63,143 | $35.5M |
| Morris Financial Concepts, Inc. | 14.87% | Add +0.0% | 63,075 | $35.4M |
| Fort Henry Capital, LLC | 25.20% | Reduce -2.0% | 62,468 | $35.1M |
| Chokshi & Queen Wealth Advisors, Inc | 23.21% | Add +0.1% | 62,355 | $35.0M |
| Capital Advisors Wealth Management, LLC | 6.18% | Add +2.3% | 62,282 | $35.0M |
| SouthState Bank Corp | 1.58% | Add +0.6% | 61,679 | $34.7M |
| AMS Capital Ltda | 14.16% | New | 61,143 | $34.4M |
| Salus Financial Advisors, LLC | 25.97% | Add +238.1% | 61,120 | $34.3M |
| Chicago Partners Investment Group LLC | 1.14% | Add +6.6% | 60,688 | $34.2M |
| Norris Perne & French LLP | 2.58% | Add +1.7% | 60,704 | $34.1M |
| USA Financial Formulas | 5.63% | Reduce -2.6% | 60,692 | $34.1M |
| Sachem Hill LLC | 6.70% | Reduce -7.1% | 60,690 | $34.1M |
| Private Wealth Asset Management, LLC | 4.91% | — | 60,689 | $34.1M |
| Enzi Wealth | 13.79% | Add +2.0% | 62,032 | $34.1M |
| Wealth Quarterback LLC | 19.16% | Reduce -25.3% | 60,611 | $34.1M |
| Integrity Investment Advisors, LLC | 31.10% | — | 60,596 | $34.0M |
| Valmark Advisers, Inc. | 0.51% | Add +4.0% | 60,429 | $34.0M |
| Integris Wealth Management, LLC | 9.62% | Reduce -1.9% | 60,056 | $33.7M |
| Caisse de depot et placement du Quebec | 0.07% | New | 60,000 | $33.7M |
| Cisco Systems, Inc. | 11.90% | Reduce -53.9% | 60,000 | $33.7M |
| Wealthcare Advisory Partners LLC | 0.90% | Add +45.1% | 59,700 | $33.5M |
| CreativeOne Wealth, LLC | 1.00% | Add +4.2% | 59,583 | $33.5M |
| WealthBridge Capital Management, LLC | 9.45% | Reduce -0.4% | 59,520 | $33.4M |
| Modern Wealth Management, LLC | 1.06% | Add +28.2% | 59,113 | $33.2M |
| Pure Financial Advisors, LLC | 0.69% | Add +50.7% | 59,106 | $33.2M |
| Next Capital Management LLC | 15.79% | Add +2.4% | 58,585 | $32.9M |
| Avondale Wealth Management | 20.66% | Add +5.1% | 58,410 | $32.8M |
| Bare Financial Services, Inc | 12.61% | Add +1.7% | 58,391 | $32.8M |
| Pettinga Financial Advisors LLC | 7.68% | Reduce -17.4% | 58,141 | $32.7M |
| Bank Hapoalim BM | 4.92% | No change | 58,100 | $32.6M |
| Exencial Wealth Advisors, LLC | 1.21% | Reduce -0.7% | 57,867 | $32.5M |
| Bellwether Advisors, LLC | 6.75% | Reduce -3.7% | 57,553 | $32.3M |
| Sheets Smith Wealth Management | 4.01% | Add +16.0% | 57,448 | $32.3M |
| Syon Capital LLC | 2.63% | Add +21.7% | 57,371 | $32.2M |
| HWG Holdings LP | 14.37% | Reduce -33.2% | 57,352 | $32.2M |
| Treasurer of the State of North Carolina | 0.13% | Add +176.2% | 57,348 | $32.2M |
| Camelot Technology Advisors, Inc. | 29.77% | Reduce -0.5% | 57,336 | $32.2M |
| Ameritas Advisory Services, LLC | 1.30% | Reduce -45.7% | 55,419 | $32.2M |
| CBM Financial, LLC | 26.11% | — | 54,129 | $32.1M |
| Snider Financial Group | 10.42% | Add +0.7% | 57,059 | $32.1M |
| ZynergyRetirementPlanningLLC | 22.65% | Add +3.0% | 54,243 | $31.9M |
| Eldridge Investment Advisors, Inc. | 7.35% | Reduce -4.1% | 56,822 | $31.9M |
| Fortitude Family Office, LLC | 11.41% | Add +17.6% | 56,784 | $31.9M |
| Spectrum Strategic Capital Management, LLC | 19.99% | Add +0.3% | 56,719 | $31.9M |
| Arkansas Financial Group, Inc. | 5.48% | Add +4.2% | 60,121 | $31.7M |
| Flagstar Securities, Inc. | 8.08% | Reduce -6.3% | 56,231 | $31.6M |
| NRI Wealth Management LC | 23.35% | Reduce -6.6% | 56,184 | $31.6M |
| Sovran Advisors, LLC | 4.09% | Reduce -6.9% | 59,662 | $31.5M |
| Vantage Financial Partners, LLC | 7.80% | Add +0.9% | 55,848 | $31.4M |
| Windsor Capital Management, LLC | 9.60% | Reduce -3.0% | 55,675 | $31.3M |
| Buffington Mohr McNeal | 6.17% | Add +6.8% | 55,647 | $31.3M |
| Vermillion & White Wealth Management Group, LLC | 22.61% | Add +42.7% | 55,598 | $31.2M |
| Elevation Point Wealth Partners, LLC | 2.68% | Reduce -19.7% | 55,580 | $31.2M |
| US Financial Advisors, LLC | 9.22% | Reduce -0.2% | 55,534 | $31.2M |
| David J Yvars Group | 24.55% | Add +3.0% | 55,528 | $31.2M |
| Beacon Financial Group | 3.40% | Reduce -2.6% | 55,490 | $31.2M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -56.7% | 55,800 | $31.1M |
| German American Bancorp, Inc. | 3.34% | Add +0.9% | 55,295 | $31.1M |
| Kilter Group LLC | 20.19% | Reduce -6.1% | 55,008 | $30.9M |
| U.S. Capital Wealth Advisors, LLC | 0.95% | Add +30.6% | 54,941 | $30.9M |
| Parr McKnight Wealth Management Group, LLC | 4.44% | Reduce -4.2% | 54,869 | $30.8M |
| Cypress Wealth Services, LLC | 6.24% | Reduce -8.7% | 54,738 | $30.8M |
| Stratos Investment Management, LLC | 1.64% | Reduce -2.6% | 54,653 | $30.7M |
| Advus Financial Partners, LLC | 8.56% | Reduce -4.6% | 54,394 | $30.6M |
| Kanawha Capital Management LLC | 2.37% | Reduce -1.4% | 54,287 | $30.5M |
| Disciplina Capital Management LLC | 4.43% | No change | 54,165 | $30.4M |
| Ames National Corp. | 20.29% | Add +4.8% | 53,794 | $30.2M |
| Fermata Advisors, LLC | 5.44% | Reduce -14.8% | 53,512 | $30.1M |
| Integrated Capital Management, LLC | 16.42% | Add +0.6% | 53,076 | $29.8M |
| Clear Creek Financial Management, LLC | 3.09% | Reduce -6.4% | 53,040 | $29.8M |
| SWS Partners | 9.75% | Reduce -1.5% | 52,884 | $29.7M |
| BridgePort Financial Solutions, LLC | 13.39% | Add +1.8% | 52,849 | $29.7M |
| PCA Investment Advisory Services Inc. | 15.69% | Add +17.6% | 52,825 | $29.7M |
| Stonehage Fleming Financial Services Holdings Ltd | 1.04% | Add +12.0% | 52,700 | $29.6M |
| Continuum Wealth Advisors, LLC | 15.13% | Reduce -0.6% | 52,516 | $29.5M |
| Axiom Financial Strategies, LLC | 17.47% | Reduce -0.2% | 52,443 | $29.5M |
| Beacon Financial Planning, Inc. | 16.93% | Reduce -0.9% | 52,429 | $29.5M |
| Coastline Trust Co | 3.66% | Add +2.2% | 52,408 | $29.4M |
| Earned Wealth Advisors, LLC | 6.46% | Add +142.9% | 52,389 | $29.4M |
| PACK Private Wealth, LLC | 17.50% | Reduce -2.1% | 52,370 | $29.4M |
| Verus Capital Partners, LLC | 2.94% | Reduce -2.8% | 52,281 | $29.4M |
| Middleton & Co. Inc. | 3.43% | Reduce -0.8% | 52,235 | $29.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.86% | No change | 52,227 | $29.3M |
| VestGen Advisors, LLC | 1.33% | — | 52,103 | $29.3M |
| Durante & Waters, LLC | 24.51% | Add +1.0% | 51,900 | $29.2M |
| Gradient Capital Advisors, LLC | 9.47% | Add +2.5% | 51,630 | $29.0M |
| Good Life Advisors, LLC | 2.04% | Add +42.1% | 51,622 | $29.0M |
| Dynamic Advisor Solutions LLC | 0.95% | Add +3.1% | 51,421 | $28.9M |
| Corepath Wealth Partners LLC | 27.49% | Add +7.1% | 54,517 | $28.9M |
| RiverGlades Family Offices LLC | 20.76% | Reduce -0.1% | 51,341 | $28.8M |
| Signaturefd, LLC | 0.55% | Reduce -1.5% | 51,319 | $28.8M |
| Elk River Wealth Management LLC | 5.36% | Add +2.2% | 50,992 | $28.7M |
| Keystone Wealth Services, LLC | 7.75% | Reduce -0.6% | 50,912 | $28.6M |
| Ballew Advisors, Inc | 19.04% | Add +3.0% | 52,860 | $28.4M |
| Atlantic Family Wealth, LLC | 26.05% | Add +4.2% | 50,412 | $28.3M |
| Cascade Financial Partners, LLC | 3.57% | Add +1.0% | 50,405 | $28.3M |
| City National Bank of Florida | 25.46% | Add +7.0% | 50,353 | $28.3M |
| Cypress Financial Planning LLC | 10.19% | Reduce -9.3% | 50,275 | $28.2M |
| CoreCap Advisors, LLC | 1.24% | Reduce -16.7% | 50,274 | $28.2M |
| Lantz Financial LLC | 7.72% | Reduce -11.6% | 50,226 | $28.2M |
| Atlas Legacy Advisors, LLC | 7.17% | Reduce -2.8% | 50,215 | $28.2M |
| River Wealth Advisors LLC | 3.92% | Add +2.1% | 50,176 | $28.2M |
| New Insight Wealth Advisors | 12.80% | Add +7.3% | 50,152 | $28.2M |
| Kapstone Financial Advisors LLC | 15.92% | Add +4.2% | 50,094 | $28.1M |
| CBIZ Investment Advisory Services, LLC | 1.38% | Add +55.8% | 50,030 | $28.1M |
| Landing Point Financial Group, LLC | 21.11% | Reduce -2.5% | 49,550 | $27.8M |
| Vestor Capital, LLC | 2.28% | Add +3.8% | 49,438 | $27.8M |
| IFP Advisors, Inc | 0.85% | Add +5.0% | 49,320 | $27.7M |
| Summit X, LLC | 5.81% | Reduce -4.5% | 49,205 | $27.6M |
| Cornerstone Advisors Asset Management, LLC | 5.65% | Add +0.9% | 49,097 | $27.6M |
| First National Bank of Hutchinson | 18.13% | Reduce -2.2% | 48,878 | $27.5M |
| MRA Advisory Group | 14.63% | Add +4.2% | 48,779 | $27.4M |
| Beacon Investment Advisory Services, Inc. | 1.28% | Reduce -0.1% | 48,729 | $27.4M |
| BG Investment Services, LLC | 29.43% | Add +10.0% | 48,625 | $27.3M |
| Meridian Management Co. | 8.46% | Reduce -25.7% | 48,593 | $27.3M |
| Compass Financial Group, Inc. | 14.01% | Reduce -0.1% | 48,543 | $27.3M |
| Patton Albertson Miller Group, LLC | 4.05% | Add +42.5% | 48,517 | $27.3M |
| Fort Point Capital Partners LLC | 3.04% | Reduce -2.7% | 48,433 | $27.2M |
| Meridian Wealth Management, LLC | 1.32% | Reduce -6.3% | 48,346 | $27.2M |
| One Capital Management, LLC | 0.92% | Add +0.1% | 48,324 | $27.2M |
| Nottingham Advisors, Inc. | 4.12% | Reduce -53.3% | 48,029 | $27.0M |
| Ascent Capital Management, LLC | 27.14% | Add +3.8% | 47,969 | $27.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.51% | Add +2.8% | 47,956 | $26.9M |
| Valley Financial Group, Inc. | 17.87% | Add +8.8% | 47,933 | $26.9M |
| World Investment Advisors | 0.70% | Add +4.9% | 47,924 | $26.9M |
| Boulder Wealth Advisors, LLC | 15.63% | Add +1.9% | 47,794 | $26.9M |
| Vivid Wealth Management, LLC | 13.41% | Add +0.7% | 47,693 | $26.8M |
| ACT Advisors, LLC. | 14.54% | Reduce -4.2% | 47,673 | $26.8M |
| Client First Capital LLC | 13.70% | Add +1.3% | 47,578 | $26.7M |
| Orin Green Financial, LLC | 12.56% | New | 51,598 | $26.6M |
| Drive Wealth Management, LLC | 6.26% | Reduce -6.7% | 47,402 | $26.6M |
| Sandy Cove Advisors, LLC | 10.68% | Reduce -0.4% | 47,315 | $26.6M |
| Community Bank, N.A. | 3.55% | Reduce -51.7% | 47,132 | $26.5M |
| Leverty Financial Group, LLC | 10.82% | Add +1.9% | 47,118 | $26.5M |
| Peak Planning Group, LLC | 11.12% | Add +1.4% | 47,041 | $26.4M |
| Verus Financial Partners, Inc. | 3.01% | Add +1.6% | 48,837 | $26.4M |
| Aurdan Capital Management, LLC | 9.92% | Add +53.0% | 46,866 | $26.3M |
| Matrix Trust Co | 4.44% | Add +6.8% | 46,838 | $26.3M |
| Carbahal Olsen Financial Services Group, LLC | 24.98% | Add +0.9% | 46,831 | $26.3M |
| Altus Wealth Group LLC | 12.31% | Add +33.0% | 46,769 | $26.3M |
| Verger Capital Management LLC | 11.40% | Add +0.3% | 46,138 | $25.9M |
| Saiph Capital, LLC | 12.33% | Reduce -0.5% | 45,948 | $25.8M |
| NorthLanding Financial Partners, LLC | 25.33% | Add +0.1% | 45,921 | $25.8M |
| Diversified Trust Co. | 0.64% | Add +4.3% | 45,831 | $25.8M |
| Pennsylvania Capital Management Inc. | 9.49% | Add +3.9% | 45,831 | $25.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.67% | Add +5.2% | 45,800 | $25.7M |
| Rothschild Wealth LLC | 7.18% | Reduce -8.7% | 45,583 | $25.6M |
| Benjamin Edwards Inc. | 0.36% | Reduce -3.2% | 45,530 | $25.6M |
| WCG Wealth Advisors LLC | 1.94% | Reduce -13.2% | 45,433 | $25.5M |
| Adams Wealth Management | 5.01% | Reduce -23.4% | 45,402 | $25.5M |
| CacheTech Inc. | 4.97% | Reduce -24.0% | 45,402 | $25.5M |
| Soltis Investment Advisors LLC | 2.28% | Add +1.0% | 45,361 | $25.5M |
| Intrepid Financial Planning Group LLC | 11.79% | Reduce -2.8% | 45,259 | $25.5M |
| Interactive Financial Advisors, Inc. | 13.39% | Add +1.0% | 45,125 | $25.4M |
| Securian Asset Management, Inc. | 0.77% | Reduce -18.9% | 45,020 | $25.3M |
| Evermay Wealth Management LLC | 3.30% | Reduce -7.5% | 44,663 | $25.1M |
| SageView Advisory Group, LLC | 1.07% | Reduce -0.1% | 44,663 | $25.1M |
| Harbor Capital Advisors, Inc. | 1.14% | Add +1659.5% | 44,551 | $25.0M |
| RFG - Bristol Wealth Advisors, LLC | 8.38% | Add +3.5% | 44,531 | $25.0M |
| Brown Wealth Management, LLC | 8.55% | Add +15.7% | 44,252 | $24.9M |
| CFS Investment Advisory Services, LLC | 2.21% | Add +3.9% | 44,236 | $24.9M |
| Liberty Wealth Management LLC | 4.75% | Reduce -26.0% | 44,266 | $24.9M |
| Hicks Capital Management LLC | 32.85% | — | 44,112 | $24.8M |
| New Vernon Capital Holdings II LLC | 13.27% | Reduce -4.1% | 44,092 | $24.8M |
| Adapt Wealth Advisors, LLC | 12.06% | Add +3.0% | 44,008 | $24.7M |
| William Howard & Co Financial Advisors Inc | 23.18% | Reduce -5.5% | 44,007 | $24.7M |
| Aptus Capital Advisors, LLC | 0.28% | Add +1.5% | 43,737 | $24.6M |
| Centennial Wealth Advisory LLC | 8.90% | Add +208.3% | 43,604 | $24.5M |
| Moody National Bank Trust Division | 2.55% | No change | 43,513 | $24.4M |
| Adaptive Financial Consulting, LLC | 10.46% | Reduce -2.6% | 43,453 | $24.4M |
| Sanchez Wealth Management Group | 6.62% | Add +0.2% | 43,384 | $24.4M |
| Lee, Kelleher & Klein Wealth Management | 17.84% | Add +2.3% | 43,162 | $24.3M |
| Fulton Bank, N.A. | 0.98% | Add +0.6% | 43,021 | $24.2M |
| Nixon Peabody Trust Co. | 2.05% | Add +61.4% | 42,971 | $24.1M |
| Aspen Grove Capital, LLC | 4.64% | No change | 42,903 | $24.1M |
| Cynosure Group, LLC | 3.32% | Reduce -11.2% | 42,871 | $24.1M |
| LGL Partners, LLC | 11.61% | Reduce -61.0% | 42,832 | $24.1M |
| Roger Wittlin Investment Advisory, LLC | 14.04% | Reduce -3.5% | 42,699 | $24.0M |
| Passaic Partners LLC | 3.62% | Add +38.1% | 42,456 | $23.9M |
| Armor Investment Advisors, LLC | 9.87% | Add +0.8% | 42,444 | $23.8M |
| PFG Private Wealth Management, LLC | 12.90% | Add +3.2% | 42,441 | $23.8M |
| Alpine Bank Wealth Management | 3.83% | — | 42,427 | $23.8M |
| Bay Harbor Wealth Management, LLC | 7.51% | Reduce -4.3% | 42,263 | $23.7M |
| Guggenheim Capital LLC | 0.22% | No change | 42,150 | $23.7M |
| Acima Private Wealth, LLC | 8.49% | Add +15.1% | 42,110 | $23.7M |
| Brighton Jones LLC | 0.76% | Add +5.9% | 42,017 | $23.6M |
| CIBC Asset Management Inc | 0.08% | No change | 41,650 | $23.4M |
| Trek Financial, LLC | 1.69% | Reduce -14.1% | 41,577 | $23.4M |
| Panoramic Capital Partners, LLC | 24.05% | Add +10.5% | 46,775 | $23.3M |
| Teachers Insurance & Annuity Association of America | 31.09% | No change | 41,501 | $23.3M |
| Birch Hill Investment Advisors LLC | 1.10% | Add +1.2% | 41,403 | $23.3M |
| Obsidian Cio, LLC | 3.75% | Reduce -4.7% | 41,021 | $23.0M |
| Shared Vision Wealth Group LLC | 12.58% | Reduce -7.4% | 40,990 | $23.0M |
| Newton One Investments LLC | 8.17% | Add +891.2% | 40,641 | $22.8M |
| Cobblestone Asset Management LLC | 13.32% | Reduce -0.4% | 40,607 | $22.8M |
| Naples Global Advisors, LLC | 2.17% | Add +2.0% | 40,571 | $22.8M |
| JMG Financial Group, Ltd. | 0.77% | Reduce -1.8% | 40,510 | $22.8M |
| IAG Wealth Partners, LLC | 3.52% | Reduce -2.5% | 40,308 | $22.6M |
| Gerber Kawasaki Wealth & Investment Management | 1.02% | Add +0.9% | 40,288 | $22.6M |
| Riverpoint Wealth Management Holdings, LLC | 5.83% | Add +1.4% | 40,180 | $22.6M |
| Essex Financial Services, Inc. | 1.60% | Add +2.4% | 39,591 | $22.2M |
| Moller Wealth Partners | 5.49% | Add +2.8% | 39,526 | $22.2M |
| Nadler Financial Group, Inc. | 2.46% | Add +2.5% | 39,515 | $22.2M |
| Bleakley Financial Group, LLC | 0.71% | Add +8.7% | 39,500 | $22.2M |
| Charles Schwab Trust Co | 1.86% | Add +1.9% | 39,480 | $22.2M |
| Wealth Dimensions Group, Ltd. | 5.27% | Reduce -0.2% | 39,312 | $22.1M |
| Sterling Investment Advisors LLC | 12.41% | Add +2.5% | 39,238 | $22.0M |
| Nova R Wealth, Inc. | 10.89% | Add +0.1% | 39,127 | $22.0M |
| Greenwood Capital Associates LLC | 2.96% | Reduce -30.2% | 39,049 | $21.9M |
| Flagship Private Wealth, LLC | 10.44% | Reduce -9.6% | 39,000 | $21.9M |
| Grove Bank & Trust | 2.91% | Add +4.2% | 38,743 | $21.8M |
| Legacy Advisors, LLC | 2.24% | Add +0.6% | 38,724 | $21.8M |
| Marquette Associates, Inc. | 21.56% | Add +1.1% | 38,342 | $21.5M |
| HCR Wealth Advisors | 2.80% | Add +2.1% | 38,241 | $21.5M |
| Synovus Financial Corp. | 0.28% | Add +2.1% | 38,070 | $21.4M |
| Alliance Wealth Management Group | 5.75% | Add +2.2% | 38,025 | $21.4M |
| McAdam, LLC | 1.32% | Reduce -8.7% | 38,001 | $21.4M |
| Abound Wealth Management | 7.12% | Add +8.4% | 37,972 | $21.3M |
| VERITY Wealth Advisors | 15.78% | No change | 37,884 | $21.3M |
| RFP Financial Group LLC | 8.57% | Add +2.1% | 37,780 | $21.2M |
| Diversified Portfolios, Inc. | 2.23% | Reduce -0.6% | 37,722 | $21.2M |
| Human Investing LLC | 3.73% | Reduce -1.2% | 37,668 | $21.2M |
| SWP Financial LLC | 12.89% | Reduce -2.0% | 37,548 | $21.1M |
| Prairieview Wealth Partners, LLC | 25.69% | Add +7.9% | 37,399 | $21.0M |
| Hubbell Strickland Wealth Management, LLC | 9.86% | Add +2.8% | 37,060 | $20.8M |
| Sage Advisory Services, Ltd.Co. | 12.23% | Add +3.0% | 37,034 | $20.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -20.5% | 37,019 | $20.8M |
| Members Wealth LLC | 15.62% | Add +22.6% | 36,849 | $20.7M |
| 4J Wealth Management LLC | 16.32% | Add +8.6% | 36,833 | $20.7M |
| SBI Securities Co., Ltd. | 0.69% | Reduce -6.7% | 36,605 | $20.6M |
| Avaii Wealth Management, LLC | 10.98% | Reduce -18.7% | 36,604 | $20.6M |
| Tyler-Stone Wealth Management | 3.69% | Add +8.2% | 36,559 | $20.5M |
| Financial Life Planners | 19.95% | Reduce -0.4% | 36,475 | $20.5M |
| WBH Advisory Inc. | 1.91% | Add +5.9% | 36,379 | $20.4M |
| Eley Financial Management, Inc | 8.14% | Reduce -0.1% | 36,008 | $20.3M |
| Commonwealth Financial Services, LLC | 4.15% | Reduce -4.7% | 36,075 | $20.3M |
| Richwood Investment Advisors, LLC | 17.16% | Add +3.1% | 35,917 | $20.2M |
| Certified Advisory Corp | 2.28% | Reduce -2.0% | 35,783 | $20.1M |
| One Wealth Advisors, LLC | 3.00% | Reduce -6.8% | 35,763 | $20.1M |
| a16z Perennial Management, L.P. | 2.50% | No change | 33,100 | $20.0M |
| CVA Family Office, LLC | 3.06% | Add +3.3% | 35,567 | $20.0M |
| Southern Capital Advisors, LLC | 11.08% | Add +2.3% | 35,546 | $20.0M |
| Peddock Capital Advisors, LLC | 5.05% | Reduce -1.5% | 35,500 | $19.9M |
| VeraBank, N.A. | 5.55% | Add +10.6% | 35,408 | $19.9M |
| Pinion Investment Advisors, LLC | 4.37% | Add +135.4% | 35,302 | $19.8M |
| Atwater Malick LLC | 6.65% | Add +4.3% | 34,971 | $19.6M |
| Scotia Capital Inc. | 0.11% | Reduce -9.5% | 34,890 | $19.6M |
| KPP Advisory Services LLC | 3.72% | Add +2467.8% | 34,819 | $19.6M |
| Sherman Asset Management, Inc. | 18.59% | Add +3.8% | 34,633 | $19.5M |
| DeDora Capital, Inc. | 5.60% | Reduce -1.1% | 34,582 | $19.4M |
| Waldron Private Wealth LLC | 0.92% | Reduce -1.9% | 34,577 | $19.4M |
| Yukon Wealth Management, Inc. | 8.07% | — | 34,576 | $19.4M |
| Praetorian Wealth Management, Inc. | 4.73% | Add +7.8% | 34,534 | $19.4M |
| Mill Creek Capital Advisors, LLC | 0.47% | Reduce -9.1% | 34,495 | $19.4M |
| TAGStone Capital, Inc. | 9.53% | Reduce -0.3% | 34,472 | $19.4M |
| CW Advisors, LLC | 0.23% | Reduce -18.4% | 34,362 | $19.4M |
| Stephenson & Company, Inc. | 12.53% | Add +0.4% | 34,298 | $19.3M |
| Hengehold Capital Management LLC | 1.83% | Add +10.6% | 34,265 | $19.3M |
| Fusion Family Wealth, LLC | 1.77% | Add +18.2% | 34,231 | $19.2M |
| Cary Street Partners Financial LLC | 0.61% | Reduce -0.5% | 34,191 | $19.2M |
| Pacific Financial Group Inc. | 15.49% | Reduce -1.5% | 34,169 | $19.2M |
| Hilltop Wealth Advisors, LLC | 10.80% | Reduce -1.0% | 34,029 | $19.1M |
| Hoese & Co LLP | 16.55% | Add +0.2% | 33,961 | $19.1M |
| Sageworth Trust Co | 1.18% | Add +1.0% | 33,923 | $19.1M |
| Lynch & Associates | 4.12% | Add +1.3% | 33,913 | $19.1M |
| Arvest Investments, Inc. | 3.00% | Reduce -9.1% | 33,875 | $19.0M |
| Western Wealth Management, LLC | 1.26% | Reduce -8.6% | 33,826 | $19.0M |
| Cadinha & Co. LLC | 4.08% | Reduce -29.1% | 33,809 | $19.0M |
| Orion Capital Management LLC | 8.00% | Add +6.9% | 33,800 | $19.0M |
| Emergent Wealth Advisors, LLC | 13.74% | Add +3.0% | 33,762 | $19.0M |
| Dimension Capital Management LLC | 3.34% | Reduce -11.2% | 33,560 | $18.9M |
| London Co. of Virginia | 0.11% | Reduce -52.3% | 33,536 | $18.8M |
| Kraft, Davis & Associates, LLC | 6.07% | Reduce -1.1% | 35,616 | $18.8M |
| Holland Advisory Services, Inc. | 28.47% | Reduce -4.3% | 33,394 | $18.8M |
| Diversify Advisory Services, LLC | 1.17% | Reduce -12.5% | 33,689 | $18.8M |
| Destiny Capital Corp | 12.78% | Add +8.1% | 33,362 | $18.7M |
| Wick Capital Partners, LLC | 5.58% | Add +0.2% | 33,220 | $18.7M |
| RFG Advisory, LLC | 0.50% | Reduce -37.6% | 33,099 | $18.6M |
| SIMA Wealth Partners, LLC | 15.41% | Add +4.8% | 33,032 | $18.6M |
| Catalyst Private Wealth, LLC | 9.00% | Add +14.7% | 32,884 | $18.5M |
| EPG Wealth Management LLC | 5.15% | Reduce -2.1% | 32,878 | $18.5M |
| Annie E. Casey Foundation, Inc. | 24.86% | Add +52.7% | 32,760 | $18.4M |
| Fairway Wealth LLC | 6.80% | Add +9.6% | 32,745 | $18.4M |
| Tepp RIA, LLC | 24.94% | Add +3.3% | 32,678 | $18.4M |
| New England Asset Management Inc. | 3.12% | No change | 32,640 | $18.3M |
| Stevens Capital Partners | 8.61% | Reduce -16.5% | 32,626 | $18.3M |
| Jackson Wealth Management, LLC | 2.22% | Reduce -0.2% | 32,495 | $18.3M |
| Outlook Wealth Advisors, LLC | 5.05% | Add +8.9% | 32,315 | $18.2M |
| Trademark Financial Management, LLC | 13.74% | Add +3.4% | 32,050 | $18.0M |
| Grey Ledge Advisors, LLC | 4.72% | Reduce -12.3% | 31,995 | $18.0M |
| Willis Johnson & Associates, Inc. | 1.35% | Add +4.5% | 31,830 | $17.9M |
| Global Wealth Management, LLC | 10.30% | Reduce -0.7% | 31,778 | $17.9M |
| Aspen Wealth Strategies, LLC | 11.66% | Add +2.5% | 31,671 | $17.8M |
| Madison Wealth Partners, Inc | 4.39% | Add +4.0% | 31,670 | $17.8M |
| Capital Insight Partners, LLC | 3.10% | Add +8.5% | 31,646 | $17.8M |
| Walkner Condon Financial Advisors LLC | 3.59% | Reduce -1.1% | 31,556 | $17.7M |
| Mycio Wealth Partners, LLC | 4.17% | Add +0.9% | 31,486 | $17.7M |
| Dagco, Inc. | 5.70% | Add +4.9% | 31,348 | $17.6M |
| O'shaughnessy Asset Management, LLC | 0.14% | Add +46.5% | 31,310 | $17.6M |
| Wiser Wealth Management, Inc | 4.93% | Add +8.9% | 31,273 | $17.6M |
| Thomasville National Bank | 1.28% | Add +0.0% | 31,062 | $17.5M |
| Ascent Group, LLC | 0.75% | Add +73.2% | 30,965 | $17.4M |
| Smith Shellnut Wilson LLC | 7.96% | Add +1.4% | 30,909 | $17.4M |
| Van Hulzen Asset Management, LLC | 1.58% | Reduce -2.1% | 30,856 | $17.3M |
| Asset Management Group, Inc. | 3.20% | Reduce -0.8% | 30,783 | $17.3M |
| Bradley Foster & Sargent Inc. | 0.30% | Reduce -3.3% | 30,763 | $17.3M |
| Market Street Wealth Management Advisors LLC | 2.93% | Reduce -2.6% | 30,660 | $17.2M |
| Great Valley Advisor Group, Inc. | 0.37% | Reduce -6.4% | 30,645 | $17.2M |
| XML Financial, LLC | 1.61% | Reduce -1.3% | 30,630 | $17.2M |
| True Vision MN LLC | 10.29% | Reduce -12.6% | 30,598 | $17.2M |
| Goldstone Financial Group, LLC | 2.60% | Add +1.6% | 30,570 | $17.2M |
| Waters Parkerson & Co., LLC | 0.92% | Add +23.9% | 30,519 | $17.1M |
| Astra Wealth Partners LLC | 16.37% | Add +0.4% | 30,512 | $17.1M |
| Centurion Wealth Management LLC | 5.35% | No change | 29,063 | $17.1M |
| One Wealth Capital Management, LLC | 9.18% | Reduce -13.7% | 30,437 | $17.1M |
| Boston Research & Management Inc. | 4.22% | Reduce -5.7% | 30,409 | $17.1M |
| Belpointe Asset Management LLC | 0.89% | Add +98.8% | 30,363 | $17.1M |
| Compagnie Lombard Odier SCmA | 0.21% | Add +7.4% | 30,320 | $17.0M |
| Gimbal Financial | 15.27% | Reduce -31.3% | 30,113 | $16.9M |
| Element Wealth, LLC | 9.06% | Reduce -3.4% | 30,078 | $16.9M |
| Summit Asset Management, LLC | 2.92% | Add +0.1% | 30,073 | $16.9M |
| Sunbeam Capital Management, LLC | 16.04% | Add +5.5% | 29,989 | $16.9M |
| Mission Wealth Management, LP | 0.42% | Add +31.2% | 29,937 | $16.8M |
| Ade, LLC | 9.68% | Add +1.2% | 29,894 | $16.8M |
| E Fund Management Co., Ltd. | 0.80% | Add +7.2% | 29,767 | $16.7M |
| E Fund Management (Hong Kong) Co., Ltd. | 14.99% | Add +7.2% | 29,767 | $16.7M |
| Focus Partners Advisor Solutions, LLC | 0.25% | Add +5.9% | 29,762 | $16.7M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 29,513 | $16.6M |
| Columbus Macro, LLC | 2.18% | Reduce -2.9% | 29,470 | $16.6M |
| Oarsman Capital, Inc. | 2.96% | Reduce -9.9% | 29,345 | $16.5M |
| Coordinated Financial Services, Inc. | 12.83% | — | 29,336 | $16.5M |
| Synergy Investment Management, LLC | 6.79% | Reduce -2.5% | 28,953 | $16.3M |
| Retirement Systems of Alabama | 0.06% | Add +0.4% | 28,879 | $16.2M |
| Sovereign Financial Group, Inc. | 3.71% | Reduce -7.2% | 28,705 | $16.1M |
| Nwam LLC | 1.39% | Reduce -45.2% | 28,670 | $16.1M |
| Sunbelt Securities, Inc. | 1.44% | Reduce -21.7% | 28,599 | $16.1M |
| Csenge Advisory Group | 0.91% | Reduce -4.0% | 30,244 | $16.0M |
| Oak Wealth Advisors LLC | 11.81% | Add +4.0% | 28,417 | $16.0M |
| Pallas Capital Advisors LLC | 0.66% | Add +0.0% | 28,364 | $15.9M |
| Smith Anglin Financial, LLC | 1.68% | Reduce -2.7% | 28,313 | $15.9M |
| Breakthru Advisory Services, LLC | 24.58% | Reduce -4.4% | 28,286 | $15.9M |
| ArborFi Advisors, LLC | 15.72% | Add +11.3% | 28,158 | $15.8M |
| SMI Advisory Services, LLC | 3.57% | Add +23.1% | 31,201 | $15.8M |
| Acropolis Investment Management, LLC | 0.93% | Reduce -3.5% | 27,978 | $15.7M |
| Transform Wealth, LLC | 0.95% | Add +96.7% | 27,910 | $15.7M |
| United Community Bank | 5.83% | Add +0.4% | 27,844 | $15.6M |
| Steel Grove Capital Advisors, LLC | 2.37% | Reduce -1.3% | 27,822 | $15.6M |
| BCGM Wealth Management, LLC | 4.80% | Reduce -1.6% | 27,796 | $15.6M |
| Apollon Financial, LLC | 3.70% | Add +7.0% | 27,789 | $15.6M |
| GTS Securities LLC | 0.67% | Reduce -46.4% | 27,641 | $15.5M |
| Taylor & Morgan Wealth Management, LLC | 11.70% | Reduce -1.6% | 27,621 | $15.5M |
| Evernest Financial Advisors, LLC | 5.57% | Add +1.7% | 27,612 | $15.5M |
| Pines Wealth Management, LLC | 7.17% | Add +115.2% | 31,079 | $15.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.36% | Reduce -0.7% | 27,739 | $15.5M |
| Silverleafe Capital Partners, LLC | 5.31% | Reduce -7.1% | 27,482 | $15.4M |
| First American Trust, FSB | 1.42% | Add +822.6% | 27,391 | $15.4M |
| Proficio Capital Partners LLC | 1.19% | Reduce -0.5% | 27,326 | $15.4M |
| Peoples Bank | 10.08% | Reduce -2.2% | 27,357 | $15.4M |
| Trifecta Capital Advisors, LLC | 3.21% | Reduce -1.4% | 27,258 | $15.3M |
| Creekmur Asset Management LLC | 3.20% | Reduce -28.7% | 27,148 | $15.3M |
| Caldwell Trust Co | 1.64% | Add +4.5% | 27,146 | $15.3M |
| Harbor Group, Inc. | 3.05% | Add +4.1% | 27,123 | $15.2M |
| Signature Estate & Investment Advisors LLC | 0.40% | Reduce -1.3% | 27,012 | $15.2M |
| Generali Investments CEE, investicni spolecnost, a.s. | 1.41% | No change | 27,000 | $15.2M |
| Chesley Taft & Associates LLC | 0.73% | Add +0.8% | 26,992 | $15.2M |
| Stratos Wealth Advisors, LLC | 0.83% | Reduce -55.3% | 26,903 | $15.1M |
| EverSource Wealth Advisors, LLC | 0.82% | Add +14.0% | 26,675 | $15.0M |
| Elm Partners Management LLC | 0.96% | Reduce -30.2% | 26,609 | $15.0M |
| Bank Pictet & Cie (Europe) AG | 0.36% | No change | 26,540 | $14.9M |
| CRA Financial Services, LLC | 2.54% | Add +2.3% | 26,402 | $14.8M |
| Empower Advisory Group, LLC | 0.05% | Add +5.5% | 26,133 | $14.7M |
| Foundry Financial Group, Inc. | 9.03% | Add +6.3% | 26,091 | $14.7M |
| AtlasMark Financial, Inc | 13.58% | Add +1.7% | 26,048 | $14.6M |
| MassMutual Private Wealth & Trust, FSB | 0.42% | Reduce -8.4% | 26,041 | $14.6M |
| Eq LLC | 6.83% | Reduce -35.0% | 26,016 | $14.6M |
| Fairman Group, LLC | 13.40% | Add +11.4% | 27,828 | $14.6M |
| BTC Capital Management, Inc. | 1.33% | Add +0.2% | 25,934 | $14.6M |
| Trustmark Bank Trust Department | 1.08% | Add +1.0% | 25,861 | $14.5M |
| FOCUS Wealth Advisors, LLC | 8.01% | Reduce -20.5% | 25,792 | $14.5M |
| Wesbanco Bank Inc. | 0.50% | Add +0.7% | 25,763 | $14.5M |
| Hardy Reed LLC | 1.28% | Reduce -1.0% | 25,759 | $14.5M |
| NWF Advisory Services Inc. | 2.03% | Add +1.8% | 25,725 | $14.5M |
| Canal Capital Management, LLC | 2.41% | Add +11.8% | 25,664 | $14.4M |
| Global Wealth Management Investment Advisory, Inc. | 2.88% | Add +3.4% | 25,634 | $14.4M |
| Elyxium Wealth, LLC | 6.36% | Reduce -7.3% | 25,532 | $14.3M |
| Montecito Bank & Trust | 2.54% | Reduce -0.4% | 25,490 | $14.3M |
| Moisand Fitzgerald Tamayo, LLC | 1.96% | Reduce -2.5% | 25,271 | $14.2M |
| Cyndeo Wealth Partners, LLC | 0.93% | Add +2.9% | 25,115 | $14.1M |
| Zhang Financial LLC | 0.75% | Add +3.5% | 25,112 | $14.1M |
| Parisi Gray Wealth Management | 4.60% | Reduce -2.7% | 25,088 | $14.1M |
| Congress Park Capital LLC | 5.33% | Add +6.6% | 25,034 | $14.1M |
| CENTRAL TRUST Co | 0.34% | Add +1.3% | 24,958 | $14.0M |
| Strategic Blueprint, LLC | 0.77% | Reduce -2.1% | 24,957 | $14.0M |
| Becker Capital Management Inc. | 0.46% | Add +4.0% | 24,937 | $14.0M |
| Verum Partners LLC | 3.78% | Reduce -1.2% | 24,926 | $14.0M |
| Ironwood Wealth Management, Inc. | 7.29% | Reduce -3.3% | 26,539 | $14.0M |
| Blueprint Investment Partners LLC | 2.55% | Reduce -28.2% | 24,824 | $13.9M |
| Colonial Trust Co / SC | 2.16% | Add +5.1% | 24,788 | $13.9M |
| Pembroke Management, LTD | 2.03% | Add +1.7% | 24,746 | $13.9M |
| Highview Capital Management LLC | 5.82% | Reduce -11.2% | 24,738 | $13.9M |
| AlTi Global, Inc. | 0.36% | Reduce -50.6% | 24,730 | $13.9M |
| Northwest Bancshares, Inc. | 2.55% | Add +0.8% | 24,656 | $13.9M |
| Aegis Wealth Management LLC | 8.14% | Reduce -12.2% | 24,651 | $13.9M |
| Parsons Capital Management Inc. | 0.76% | Reduce -1.4% | 24,626 | $13.8M |
| Insight 2811, Inc. | 7.00% | Add +15.1% | 24,522 | $13.8M |
| Family Firm, Inc. | 3.07% | Add +0.3% | 24,464 | $13.7M |
| JDM Financial Group LLC | 6.97% | Reduce -0.9% | 24,436 | $13.7M |
| Chemung Canal Trust Co. | 3.02% | Reduce -0.6% | 24,431 | $13.7M |
| Legacy Trust | 3.30% | Add +8.5% | 24,367 | $13.7M |
| Broadview Financial Management, LLC | 10.17% | Reduce -1.8% | 24,266 | $13.6M |
| Columbia Bank | 4.70% | Add +5.6% | 24,206 | $13.6M |
| Gateway Wealth Partners, LLC | 3.05% | Add +0.3% | 24,145 | $13.6M |
| Xponance LLC | 0.13% | Add +7.1% | 24,136 | $13.6M |
| Breakwater Capital Group | 2.42% | Add +12.3% | 24,134 | $13.6M |
| Webster Bank, N. A. | 1.49% | Reduce -6.6% | 24,126 | $13.6M |
| Providence Capital Advisors, LLC | 2.81% | Reduce -2.3% | 24,068 | $13.5M |
| First National Trust Co | 0.54% | Reduce -28.6% | 24,005 | $13.5M |
| GenTrust, LLC | 0.65% | No change | 23,994 | $13.5M |
| Associated Banc-Corp | 0.41% | Add +1.3% | 23,965 | $13.5M |
| Aureus Asset Management, LLC | 0.94% | Add +0.2% | 23,932 | $13.4M |
| Sierra Capital LLC | 1.61% | Reduce -11.0% | 23,843 | $13.4M |
| Legacy Edge Advisors, LLC | 2.09% | Reduce -1.7% | 23,815 | $13.4M |
| Private Client Services, LLC | 6.62% | Add +52.6% | 23,802 | $13.4M |
| Axxcess Wealth Management, LLC | 0.36% | Reduce -12.1% | 23,763 | $13.4M |
| PFG Advisors | 0.75% | Add +1.2% | 23,759 | $13.4M |
| Bigelow Investment Advisors, LLC | 6.34% | Reduce -0.9% | 23,737 | $13.3M |
| Evergreen Capital Management LLC | 0.45% | Reduce -1.0% | 23,715 | $13.3M |
| Lutz Financial Services LLC | 1.09% | Reduce -4.5% | 23,707 | $13.3M |
| Cooper/Haims Advisors, LLC | 7.22% | Reduce -1.0% | 23,697 | $13.3M |
| Financial Advocates Investment Management | 0.93% | Reduce -7.0% | 23,660 | $13.3M |
| TSA Wealth Managment LLC | 5.26% | Reduce -5.2% | 23,541 | $13.2M |
| Gould Asset Management LLC | 2.73% | Reduce -1.6% | 23,532 | $13.2M |
| Meritage Portfolio Management | 0.87% | Reduce -14.1% | 23,476 | $13.2M |
| Endeavor Private Wealth, Inc. | 7.13% | Add +106.4% | 23,380 | $13.1M |
| Fusion Capital, LLC | 4.99% | Reduce -0.6% | 23,290 | $13.1M |
| Caprock Group, LLC | 0.40% | Add +8.3% | 23,176 | $13.0M |
| Syntax Research, Inc. | 8.98% | Add +17.3% | 23,136 | $13.0M |
| Park National Corp. | 0.48% | Add +1.0% | 23,108 | $13.0M |
| Cherry Tree Wealth Management, LLC | 3.13% | Add +5.0% | 23,105 | $13.0M |
| Private Trust Co. NA | 1.33% | Add +3.4% | 22,982 | $12.9M |
| Motive Wealth Advisors | 6.90% | Reduce -2.0% | 22,956 | $12.9M |
| North Star Investment Management Corp. | 0.94% | Add +0.2% | 22,927 | $12.9M |
| Sax Wealth Advisors, LLC | 0.92% | Add +33.6% | 22,920 | $12.9M |
| GFS Advisors, LLC | 2.58% | Add +42.4% | 22,907 | $12.9M |
| Scissortail Wealth Management, LLC | 3.31% | Reduce -14.6% | 22,904 | $12.9M |
| ETF Store, Inc. | 15.75% | Reduce -6.1% | 22,849 | $12.8M |
| Kingsview Wealth Management, LLC | 0.24% | Reduce -23.2% | 22,774 | $12.8M |
| Jackson Hole Capital Partners, LLC | 2.53% | Add +2.4% | 22,727 | $12.8M |
| Mosaic Financial Group, LLC | 10.35% | Reduce -2.1% | 22,651 | $12.7M |
| Guardian Wealth Advisors, LLC / NC | 1.01% | Add +0.3% | 22,547 | $12.7M |
| Venture Visionary Partners LLC | 0.53% | Add +2.5% | 22,396 | $12.6M |
| Palisades Hudson Asset Management, L.P. | 5.65% | Reduce -2.4% | 22,152 | $12.4M |
| Kingswood Wealth Advisors, LLC | 1.14% | Reduce -9.9% | 22,121 | $12.4M |
| Anderson Hoagland & Co. | 1.47% | Add +0.0% | 24,877 | $12.4M |
| Fairvoy Private Wealth, LLC | 3.41% | Reduce -21.1% | 22,080 | $12.4M |
| Pinnacle Family Advisors, LLC | 6.73% | Reduce -22.8% | 22,020 | $12.4M |
| Forefront Wealth Partners, LLC | 8.41% | Reduce -11.8% | 21,993 | $12.4M |
| Peterson Wealth Advisors, LLC | 2.38% | Add +130.7% | 24,365 | $12.3M |
| Capital Investment Advisory Services, LLC | 1.10% | Add +4.1% | 21,911 | $12.3M |
| Koshinski Asset Management, Inc. | 1.04% | Add +1.1% | 21,842 | $12.3M |
| Lakeshore Capital Group, Inc. | 11.79% | New | 21,760 | $12.2M |
| Precedent Wealth Partners, LLC | 3.39% | Add +4.7% | 21,747 | $12.2M |
| Beirne Wealth Consulting Services, LLC | 4.34% | Reduce -0.4% | 21,643 | $12.2M |
| Retirement Wealth Solutions LLC | 9.82% | Add +3.3% | 21,651 | $12.2M |
| Mma Asset Management LLC | 5.11% | Add +2.6% | 21,596 | $12.1M |
| Roof Eidam Maycock Peralta, LLC | 3.22% | Reduce -0.3% | 21,596 | $12.1M |
| Bank of New Hampshire | 3.17% | Add +2.1% | 21,566 | $12.1M |
| Twin Peaks Wealth Advisors, LLC | 5.50% | Add +2.2% | 22,349 | $12.1M |
| Horst & Graben Wealth Management LLC | 2.16% | Add +4.0% | 21,464 | $12.1M |
| Pine Valley Investments Ltd Liability Co | 0.77% | Reduce -0.6% | 21,450 | $12.1M |
| REDW Wealth LLC | 4.46% | Add +19.7% | 21,305 | $12.0M |
| Fiera Capital Corp | 0.04% | Add +1.7% | 21,243 | $11.9M |
| Omega Financial Group, LLC | 4.57% | Reduce -1.4% | 21,190 | $11.9M |
| MFA Wealth Services | 9.78% | Add +6.1% | 21,170 | $11.9M |
| Pandora Wealth, Inc. | 7.81% | — | 21,131 | $11.9M |
| Bison Wealth, LLC | 1.11% | Add +34.1% | 21,163 | $11.9M |
| WealthPLAN Partners, LLC | 1.67% | Add +1.0% | 21,096 | $11.9M |
| CWA Asset Management Group, LLC | 0.57% | Add +223.9% | 21,094 | $11.9M |
| Kooman & Associates | 4.35% | Reduce -1.6% | 21,088 | $11.8M |
| Investment Advisory Group, LLC | 3.96% | Add +2.6% | 21,083 | $11.8M |
| Chicago Capital, LLC | 0.33% | Add +9.0% | 21,013 | $11.8M |
| Gunma Bank,Ltd. | 3.80% | New | 21,000 | $11.8M |
| Cosner Financial Group, LLC | 7.16% | Add +15.6% | 20,842 | $11.7M |
| Concorde Asset Management, LLC | 6.28% | Reduce -1.6% | 21,281 | $11.7M |
| YHB Investment Advisors, Inc. | 0.97% | Reduce -0.4% | 20,695 | $11.6M |
| Foundation Wealth Management, LLC\PA | 5.53% | Reduce -3.7% | 20,687 | $11.6M |
| Bremer Bank National Association | 2.07% | Reduce -1.7% | 20,665 | $11.6M |
| Verity Asset Management, Inc. | 4.70% | Add +94.6% | 20,580 | $11.6M |
| Unique Wealth Strategies, LLC | 5.23% | Reduce -2.6% | 20,492 | $11.5M |
| Canvas Wealth Advisors, LLC | 2.95% | Add +11.2% | 21,727 | $11.5M |
| MA Private Wealth | 2.16% | Reduce 0.0% | 20,441 | $11.5M |
| Yelin Lapidot Holdings Management Ltd. | 2.22% | Add +4.7% | 20,438 | $11.5M |
| Meadow Creek Wealth Advisors LLC | 8.54% | Add +2.8% | 20,380 | $11.5M |
| MainStreet Investment Advisors LLC | 1.66% | New | 20,362 | $11.4M |
| MY Wealth Management Inc. | 11.04% | Add +12.9% | 20,301 | $11.4M |
| Latitude Advisors, LLC | 6.59% | Add +4.8% | 20,177 | $11.3M |
| SPC Financial, Inc. | 0.99% | Add +1.2% | 20,128 | $11.3M |
| Doliver Advisors, LP | 3.18% | Add +1.5% | 20,110 | $11.3M |
| Red Tortoise LLC | 5.89% | Reduce -0.6% | 20,089 | $11.3M |
| Ted Buchan & Co | 5.31% | Add +6.2% | 19,975 | $11.2M |
| Bright Financial Advisors, Inc. | 6.82% | Reduce -0.1% | 19,759 | $11.1M |
| Milestone Investment Advisors LLC | 3.07% | Add +1.3% | 19,711 | $11.1M |
| Cape Ann Savings Bank | 6.94% | Reduce -7.4% | 19,710 | $11.1M |
| Avestar Capital, LLC | 1.05% | Reduce -8.1% | 19,651 | $11.0M |
| Thoroughbred Financial Services, LLC | 0.69% | Add +4.5% | 19,568 | $11.0M |
| Shulman DeMeo Asset Management LLC | 3.08% | Reduce -0.4% | 19,540 | $11.0M |
| Patriot Investment Management Group, Inc. | 0.82% | Reduce -2.1% | 19,496 | $11.0M |
| Delta Investment Management, LLC | 2.20% | Reduce -12.7% | 19,437 | $10.9M |
| One Day In July LLC | 1.09% | Reduce -2.8% | 19,395 | $10.9M |
| Granite Harbor Advisors, Inc. | 5.79% | Reduce -5.1% | 19,395 | $10.9M |
| Transcend Capital Advisors, LLC | 0.78% | Reduce -0.3% | 19,392 | $10.9M |
| Louisbourg Investments Inc. | 2.95% | Add +6.6% | 19,320 | $10.9M |
| Greenhouse Wealth Management, LLC | 8.11% | Add +1.1% | 19,319 | $10.9M |
| Inman Jager Wealth Management, LLC | 8.13% | Reduce -5.9% | 19,301 | $10.8M |
| Tritonpoint Wealth, LLC | 1.03% | Reduce -6.5% | 19,204 | $10.8M |
| Davis Wealth Advisors, LLC | 12.18% | Reduce -3.1% | 19,187 | $10.8M |
| Harbor Advisory Corp. | 3.61% | Add +2.1% | 19,154 | $10.8M |
| Beaird Harris Wealth Management, LLC | 0.91% | Reduce -2.3% | 19,104 | $10.7M |
| Novem Group | 1.50% | Add +3.2% | 18,878 | $10.6M |
| Harbor Investment Advisory, LLC | 1.03% | Reduce -5.4% | 18,846 | $10.6M |
| Wealth Management Associates, Inc. | 4.53% | Add +5.3% | 18,826 | $10.6M |
| Money Design Co.,Ltd. | 0.53% | Add +0.3% | 18,774 | $10.5M |
| Planwiser Financial, LLC | 9.50% | — | 18,601 | $10.5M |
| Wealth Management Partners, LLC | 4.85% | Reduce -1.0% | 18,646 | $10.5M |
| NorthRock Partners, LLC | 0.35% | Add +3.0% | 18,632 | $10.5M |
| Main Street Financial Solutions, LLC | 0.91% | Reduce -0.3% | 18,551 | $10.4M |
| SC&H Financial Advisors, Inc. | 2.05% | Reduce -1.0% | 18,549 | $10.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.27% | Add +22.5% | 18,534 | $10.4M |
| MJT & Associates Financial Advisory Group, Inc. | 10.00% | — | 18,534 | $10.4M |
| International Assets Investment Management, LLC | 0.91% | Add +3.3% | 18,487 | $10.4M |
| Armbruster Capital Management, Inc. | 2.07% | Reduce -7.3% | 18,468 | $10.4M |
| Sound Stewardship, LLC | 5.91% | Reduce -2.6% | 18,451 | $10.4M |
| Mgo One Seven LLC | 0.40% | Reduce -1.6% | 18,418 | $10.3M |
| Telos Capital Management, Inc. | 1.13% | Add +2.6% | 18,398 | $10.3M |
| IFG Advisory, LLC | 0.57% | Reduce -7.1% | 18,384 | $10.3M |
| Montis Financial, LLC | 3.03% | Reduce -2.4% | 18,327 | $10.3M |
| MBE Wealth Management, LLC | 4.92% | Add +25.0% | 18,309 | $10.3M |
| Summit Wealth Partners, LLC | 2.08% | Add +30.9% | 18,273 | $10.3M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -0.1% | 18,262 | $10.3M |
| Glen Eagle Advisors, LLC | 1.70% | Add +3.5% | 18,253 | $10.3M |
| Chung Wu Investment Group, LLC | 12.26% | Reduce -2.3% | 18,250 | $10.3M |
| Red Door Wealth Management, LLC | 1.52% | Add +0.1% | 18,246 | $10.3M |
| DAVENPORT & Co LLC | 0.06% | Add +10.8% | 18,201 | $10.2M |
| Sentry LLC | 1.99% | Add +9.7% | 18,167 | $10.2M |
| Ausdal Financial Partners, Inc. | 0.77% | Add +20.5% | 18,097 | $10.2M |
| Arete Wealth Advisors, LLC | 0.78% | Add +1.6% | 18,085 | $10.2M |
| Perennial Investment Advisors, LLC | 1.14% | Reduce -26.9% | 18,078 | $10.2M |
| Simmons Bank | 0.77% | Reduce -0.4% | 18,060 | $10.1M |
| Ameliora Wealth Management Ltd. | 3.81% | Add +1.3% | 18,038 | $10.1M |
| Objective Capital Management, LLC | 12.83% | Reduce -28.0% | 17,900 | $10.1M |
| Revolve Wealth Partners, LLC | 1.45% | Reduce -0.9% | 17,898 | $10.1M |
| Barnes Wealth Management Group, Inc | 6.45% | Reduce -4.9% | 17,889 | $10.1M |
| Nations Financial Group Inc, /Ia/ | 0.77% | Add +61.2% | 17,887 | $10.1M |
| Wayfinding Financial, LLC | 4.39% | Reduce -2.2% | 17,842 | $10.0M |
| Luken Investment Analytics, LLC | 4.68% | Add +93.5% | 17,805 | $10.0M |
| Trail Ridge Investment Advisors, LLC | 5.13% | Reduce -25.1% | 17,723 | $10.0M |
| Maia Wealth LLC | 2.26% | Add +4.6% | 18,389 | $10.0M |
| GeoWealth Management, LLC | 0.40% | Add +0.5% | 17,690 | $9.9M |
| MidAtlantic Capital Management, Inc. | 7.81% | Add +5.1% | 17,687 | $9.9M |
| Post Resch Tallon Group Inc. | 10.19% | Add +5.3% | 17,734 | $9.9M |
| Agf Management Ltd. | 0.05% | Reduce -1.0% | 17,619 | $9.9M |
| Capital Fund Management S.A. | 0.13% | Add +8.6% | 17,600 | $9.9M |
| Greenwood Gearhart LLC | 0.68% | Reduce -6.2% | 17,530 | $9.9M |
| Connecticut Wealth Management, LLC | 0.52% | Reduce -1.1% | 17,522 | $9.8M |
| Empowered Funds, LLC | 0.14% | Add +111.2% | 17,509 | $9.8M |
| Welch Group, LLC | 0.43% | Reduce -28.7% | 17,603 | $9.8M |
| Verdence Capital Advisors LLC | 0.75% | Reduce -1.6% | 17,407 | $9.8M |
| GPS Wealth Strategies Group, LLC | 1.32% | Add +30.1% | 17,371 | $9.8M |
| MRWM Advisors, LLC | 6.77% | Add +25.7% | 17,338 | $9.7M |
| Claro Advisors Inc. | 1.30% | Add +12.3% | 17,290 | $9.7M |
| American National Bank & Trust | 1.08% | Reduce -1.0% | 17,283 | $9.7M |
| Williams Jones Wealth Management, LLC. | 0.12% | Add +0.2% | 17,283 | $9.7M |
| Welch & Forbes LLC | 0.13% | Reduce -6.9% | 17,258 | $9.7M |
| Fortis Capital Advisors, LLC | 1.97% | Add +476.3% | 17,253 | $9.7M |
| Etesian Wealth Advisors, Inc. | 4.18% | Add +16.0% | 17,252 | $9.7M |
| Argent Advisors, Inc. | 3.24% | Reduce -0.7% | 17,200 | $9.7M |
| Advisory Resource Group | 1.97% | Add +0.2% | 17,193 | $9.7M |
| Leavell Investment Management, Inc. | 0.48% | Reduce -0.6% | 17,189 | $9.7M |
| Illinois Municipal Retirement Fund | 0.14% | Add +17.9% | 17,100 | $9.6M |
| Granby Capital Management, LLC | 5.15% | Reduce -62.2% | 17,000 | $9.6M |
| Nicolet Advisory Services, LLC | 0.94% | Reduce -0.2% | 18,050 | $9.5M |
| Manhattan West Asset Management, LLC | 2.42% | Reduce -2.7% | 16,847 | $9.5M |
| Ingalls & Snyder LLC | 0.31% | Add +984.8% | 16,825 | $9.5M |
| Roundview Capital LLC | 0.68% | Add +5.1% | 16,758 | $9.4M |
| Geneva Partners, LLC | 4.84% | Add +3.7% | 16,711 | $9.4M |
| Firethorn Wealth Partners, LLC | 4.46% | Reduce -7.5% | 16,630 | $9.3M |
| Wilshire Advisors LLC | 29.50% | Add +37.8% | 237,694 | $9.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +86.9% | 16,544 | $9.3M |
| Boyd Wealth Management, LLC | 4.63% | Reduce -0.1% | 16,518 | $9.3M |
| Northeast Financial Consultants Inc | 0.41% | Add +3.3% | 16,504 | $9.3M |
| Atlantic Edge Private Wealth Management, LLC | 2.83% | Add +3.5% | 16,488 | $9.3M |
| Avid Wealth Partners LLC | 6.27% | Reduce -7.9% | 16,451 | $9.2M |
| Postrock Partners LLC | 4.57% | Add +3.9% | 16,450 | $9.2M |
| FDx Advisors, Inc. | 3.00% | Reduce -5.0% | 16,406 | $9.2M |
| Baldwin Wealth Partners LLC | 0.65% | Add +3.1% | 16,373 | $9.2M |
| SOL Capital Management CO | 1.01% | Add +5.7% | 16,347 | $9.2M |
| Clearstead Trust, LLC | 2.04% | Add +13.4% | 16,333 | $9.2M |
| jvl associates llc | 3.70% | Reduce -0.4% | 16,319 | $9.2M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +4.6% | 16,309 | $9.2M |
| Baring Financial LLC | 7.68% | Reduce -5.4% | 16,273 | $9.1M |
| Evensky & Katz LLC | 0.61% | Reduce -4.7% | 16,263 | $9.1M |
| Campion Asset Management | 7.04% | Add +4.6% | 16,191 | $9.1M |
| Private Advisory Group LLC | 1.04% | Add +4.0% | 16,174 | $9.1M |
| DecisionMap Wealth Management, LLC | 6.90% | Add +0.9% | 16,156 | $9.1M |
| Asset Allocation & Management Company, LLC | 4.59% | No change | 16,129 | $9.1M |
| BWM Planning, LLC | 3.83% | Reduce -8.3% | 16,122 | $9.1M |
| RCS Financial Planning, LLC | 4.78% | Reduce -4.6% | 16,110 | $9.1M |
| Marathon Strategic Advisors, LLC | 9.72% | Reduce -2.0% | 16,087 | $9.0M |
| Beacon Bridge Wealth Partners, LLC | 3.86% | Add +2.8% | 16,084 | $9.0M |
| Pachira Investments Inc. | 6.32% | Reduce -2.9% | 16,118 | $9.0M |
| Red Wave Investments LLC | 3.23% | Reduce -0.3% | 16,007 | $9.0M |
| Prasad Wealth Partners, LLC | 2.93% | Reduce -4.3% | 15,947 | $9.0M |
| My Legacy Advisors, LLC | 3.46% | Reduce -3.9% | 15,934 | $9.0M |
| Forum Private Client Group LLC | 3.87% | Add +3.0% | 15,865 | $8.9M |
| IFC Advisors LLC | 1.86% | Reduce -2.5% | 15,860 | $8.9M |
| Arrien Investments, Inc. | 6.38% | Reduce -0.6% | 15,843 | $8.9M |
| Solstein Capital, LLC | 5.17% | No change | 15,798 | $8.9M |
| Old Port Advisors | 2.62% | Add +1.1% | 15,726 | $8.8M |
| Clear Investment Research, LLC | 11.79% | Add +3.3% | 15,715 | $8.8M |
| KWB Wealth | 1.07% | Reduce -0.1% | 14,997 | $8.8M |
| Integrated Investment Consultants, LLC | 1.75% | Add +5.7% | 15,666 | $8.8M |
| Cassia Capital Partners, LLC | 5.49% | Reduce -12.2% | 15,654 | $8.8M |
| Chapin Davis, Inc. | 2.99% | Reduce -1.2% | 15,616 | $8.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Reduce -45.8% | 15,522 | $8.7M |
| Copperleaf Capital, LLC | 5.19% | Reduce -18.5% | 15,442 | $8.7M |
| Garrison Point Advisors, LLC | 4.21% | Add +3.0% | 15,439 | $8.7M |
| Lighthouse Financial LLC | 7.48% | Reduce -0.2% | 15,418 | $8.7M |
| Wall Street Financial Group, Inc. | 8.95% | Reduce -11.2% | 15,376 | $8.6M |
| Horizon Investments, LLC | 0.26% | Reduce -7.6% | 15,355 | $8.6M |
| Archvest Wealth Advisors, Inc. | 7.13% | Add +27.5% | 15,337 | $8.6M |
| Pension & Wealth Management Advisors, Inc. | 3.20% | Add +31.1% | 15,323 | $8.6M |
| Meridian Financial Advisors, LLC | 6.03% | Reduce -0.4% | 15,297 | $8.6M |
| Henderson Brothers Financial Partners, LLC | 4.30% | — | 12,541 | $8.6M |
| Nepc LLC | 0.24% | Add +0.2% | 15,178 | $8.5M |
| Mountain Hill Investment Partners Corp. | 8.31% | Add +4.4% | 15,143 | $8.5M |
| Advyzon Investment Management, LLC | 3.00% | Add +151.2% | 15,127 | $8.5M |
| Motco | 0.89% | Add +45.7% | 15,051 | $8.5M |
| Founders Financial Securities LLC | 0.72% | Reduce -27.4% | 15,245 | $8.4M |
| Michelson Medical Research Foundation, Inc. | 7.05% | No change | 14,989 | $8.4M |
| Legacy Capital Wealth Partners, LLC | 2.07% | Add +7.6% | 14,989 | $8.4M |
| Calamos Advisors LLC | 0.06% | Add +0.5% | 14,955 | $8.4M |
| Steigerwald, Gordon & Koch Inc. | 0.94% | Reduce -1.4% | 14,946 | $8.4M |
| Sapient Capital LLC | 0.17% | Add +4.4% | 14,907 | $8.4M |
| Stephens Inc. | 0.12% | Reduce -2.1% | 14,879 | $8.4M |
| White Pine Capital LLC | 2.89% | Add +9.4% | 14,858 | $8.3M |
| Whalerock Point Partners, LLC | 2.04% | Add +8.5% | 14,830 | $8.3M |
| Allium Financial Advisors, LLC | 7.58% | — | 14,788 | $8.3M |
| Continuum Advisory, LLC | 1.07% | Reduce -2.8% | 14,771 | $8.3M |
| Investment Management Corp. /Va/ | 7.47% | Reduce -0.8% | 14,753 | $8.3M |
| New York Life Investment Management LLC | 0.08% | Reduce -50.6% | 14,685 | $8.3M |
| Eaton Financial Holdings Company, LLC | 3.42% | Reduce -12.5% | 14,641 | $8.2M |
| Capital Group Private Client Services, Inc. | 0.08% | Add +5.9% | 14,598 | $8.2M |
| Okabena Investment Services Inc. | 2.06% | Add +4.5% | 14,596 | $8.2M |
| GM Advisory Group, LLC | 0.44% | Add +7.1% | 14,569 | $8.2M |
| Bawa N Mallick Trust | 3.86% | No change | 14,523 | $8.2M |
| W Advisors, LLC | 5.10% | Add +11.8% | 14,491 | $8.1M |
| 5T Wealth, LLC | 4.61% | Reduce -15.4% | 14,427 | $8.1M |
| Flagship Harbor Advisors, LLC | 0.43% | Add +26.7% | 14,396 | $8.1M |
| West Bancorporation Inc. | 5.48% | Add +1.9% | 14,350 | $8.1M |
| Leuthold Group, LLC | 1.04% | Add +0.3% | 14,315 | $8.0M |
| Jaffetilchin Investment Partners, LLC | 0.58% | Add +0.3% | 14,260 | $8.0M |
| Transamerica Financial Advisors, LLC | 0.82% | Add +4.8% | 14,233 | $8.0M |
| Commonwealth Retirement Investments LLC | 3.26% | Reduce -2.0% | 14,233 | $8.0M |
| Eagle Strategies LLC | 1.39% | Add +4.8% | 14,224 | $8.0M |
| Interchange Capital Partners, LLC | 2.24% | Add +30.9% | 14,207 | $8.0M |
| 4Thought Financial Group Inc. | 4.93% | Reduce -25.4% | 14,202 | $8.0M |
| Nilsine Partners, LLC | 0.87% | Add +14.0% | 14,186 | $8.0M |
| AlphaCore Capital LLC | 0.68% | New | 14,166 | $8.0M |
| NewEdge Wealth, LLC | 0.14% | Reduce -3.3% | 14,164 | $8.0M |
| Callan Capital, LLC | 0.58% | Add +38.8% | 14,069 | $7.9M |
| Rialto Wealth Management, LLC | 2.48% | Reduce -1.8% | 14,068 | $7.9M |
| Curated Wealth Partners LLC | 1.02% | Add +17.0% | 14,031 | $7.9M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -76.9% | 14,020 | $7.9M |
| Lanark Financial, Inc. | 0.67% | — | 14,003 | $7.9M |
| NatWest Group plc | 2.32% | No change | 13,991 | $7.9M |
| Instrumental Wealth, LLC | 7.11% | Add +4.2% | 14,193 | $7.9M |
| Genesis Wealth Advisors, LLC | 6.34% | Add +2.3% | 13,933 | $7.8M |
| Forbes Financial Planning, Inc. | 5.80% | Reduce -1.0% | 13,927 | $7.8M |
| Old Mission Capital LLC | 0.15% | Reduce -68.3% | 13,873 | $7.8M |
| Venturi Wealth Management, LLC | 0.41% | Reduce -14.6% | 13,863 | $7.8M |
| CM Wealth Advisors LLC | 2.49% | Add +25.7% | 13,863 | $7.8M |
| Ethos Financial Group, LLC | 0.75% | Reduce -1.0% | 13,329 | $7.8M |
| Carnegie Investment Counsel | 0.18% | Add +2.6% | 15,236 | $7.8M |
| Fidato Wealth LLC | 5.93% | Reduce -2.5% | 13,789 | $7.7M |
| McMill Wealth Management | 2.78% | Add +47.1% | 13,733 | $7.7M |
| Coign Capital Advisors LLC | 5.93% | Reduce -0.6% | 13,732 | $7.7M |
| Moors & Cabot, Inc. | 0.39% | Reduce -14.8% | 13,726 | $7.7M |
| Equita Financial Network, Inc. | 2.69% | Reduce -1.8% | 13,719 | $7.7M |
| Silver Oak Securities, Incorporated | 0.72% | Add +19.2% | 13,806 | $7.7M |
| BIP Wealth, LLC | 0.50% | Reduce -3.6% | 13,660 | $7.7M |
| Abacus Planning Group, Inc. | 1.34% | Add +0.2% | 13,649 | $7.7M |
| Salomon & Ludwin, LLC | 0.81% | Reduce -7.6% | 13,605 | $7.6M |
| Savvy Advisors, Inc. | 0.77% | Add +100.3% | 13,589 | $7.6M |
| Awm Capital, LLC | 0.89% | Add +0.0% | 13,548 | $7.6M |
| waypoint wealth counsel | 4.78% | Add +0.1% | 13,548 | $7.6M |
| Alliance Wealth Advisors, LLC | 1.99% | Add +12.4% | 13,540 | $7.6M |
| Aprio Wealth Management, LLC | 0.95% | Add +185.2% | 13,488 | $7.6M |
| Keystone Global Partners, LLC | 5.31% | — | 13,486 | $7.6M |
| Wedmont Private Capital | 0.39% | Add +4.6% | 14,095 | $7.6M |
| Joel Isaacson & Co., LLC | 0.34% | Add +7.8% | 13,449 | $7.6M |
| Money Concepts Capital Corp. | 0.57% | Add +0.7% | 13,438 | $7.6M |
| Mechanics Financial Corp | 3.40% | Add +8.7% | 13,349 | $7.5M |
| Gradient Investments LLC | 0.15% | Add +2836.3% | 13,331 | $7.5M |
| Koss-Olinger Consulting, LLC | 0.63% | Reduce -1.7% | 13,331 | $7.5M |
| Certus Wealth Management, LLC | 5.07% | Add +0.9% | 12,744 | $7.5M |
| National Wealth Management Group, LLC | 4.89% | Add +10.3% | 13,246 | $7.4M |
| Goepper Burkhardt LLC | 2.96% | Add +36.5% | 13,166 | $7.4M |
| MSH Capital Advisors LLC | 2.29% | Reduce -0.8% | 13,162 | $7.4M |
| Heritage Family Offices, LLP | 3.78% | Add +3.0% | 13,156 | $7.4M |
| Cardiff Park Advisors, LLC | 0.71% | Reduce -14.7% | 13,116 | $7.4M |
| Trust Point Inc. | 0.67% | Reduce -0.1% | 13,084 | $7.4M |
| NFSG Corp | 1.78% | Add +29.0% | 13,044 | $7.3M |
| Mendota Financial Group, LLC | 7.90% | Reduce -22.8% | 12,964 | $7.3M |
| Sugar Maple Asset Management, LLC | 5.71% | Reduce -7.4% | 12,918 | $7.3M |
| Insigneo Advisory Services, LLC | 0.75% | Add +10.5% | 12,885 | $7.2M |
| Atlantic Union Bankshares Corp | 0.44% | Add +0.2% | 12,860 | $7.2M |
| Smartleaf Asset Management LLC | 0.69% | Add +0.9% | 12,881 | $7.2M |
| Flower City Capital | 4.70% | Reduce -0.7% | 12,763 | $7.2M |
| Strategic Financial Concepts, LLC | 1.34% | Add +17.8% | 12,682 | $7.1M |
| C2C Wealth Management, LLC | 6.69% | Add +1.4% | 12,676 | $7.1M |
| Nelson Capital Management, LLC | 1.22% | Reduce -0.8% | 12,614 | $7.1M |
| MinichMacGregor Wealth Management, LLC | 1.59% | Reduce -19.4% | 12,599 | $7.1M |
| Jacobi Capital Management LLC | 0.52% | Reduce -7.0% | 12,596 | $7.1M |
| Signet Financial Management, LLC | 0.95% | Add +50.8% | 12,591 | $7.1M |
| Sterling Financial Planning, Inc. | 2.57% | Reduce -0.3% | 12,587 | $7.1M |
| University of Wisconsin Foundation | 5.99% | Reduce -74.3% | 12,555 | $7.1M |
| Carolinas Wealth Consulting LLC | 1.52% | Add +4.9% | 12,537 | $7.0M |
| Atlas Capital Advisors Inc. | 0.88% | Add +613.1% | 12,507 | $7.0M |
| WASHINGTON TRUST Co | 0.27% | Add +1.0% | 12,471 | $7.0M |
| Secure Asset Management, LLC | 1.41% | Reduce -55.2% | 12,469 | $7.0M |
| Shelter Mutual Insurance Co | 1.69% | No change | 12,460 | $7.0M |
| Platform Technology Partners | 2.04% | Reduce -1.1% | 12,458 | $7.0M |
| Riverbend Wealth Management, LLC | 6.26% | Reduce -13.8% | 12,449 | $7.0M |
| Forte Asset Management LLC | 3.51% | Add +18.4% | 12,419 | $7.0M |
| Cornerstone Advisors, LLC | 0.30% | No change | 12,400 | $7.0M |
| Pitcairn Co. | 0.42% | No change | 12,393 | $7.0M |
| Keystone Financial Group | 0.71% | Add +6.3% | 12,352 | $7.0M |
| Advisor Resource Council | 0.56% | Add +1183.3% | 22,111 | $6.9M |
| Barrett & Company, Inc. | 2.98% | Add +2.4% | 12,331 | $6.9M |
| Norden Group LLC | 0.80% | Add +2.3% | 12,312 | $6.9M |
| Optiver Holding B.V. | 0.26% | Add +41.5% | 12,200 | $6.9M |
| NorthCrest Asset Manangement, LLC | 0.21% | Add +75.0% | 12,138 | $6.8M |
| Wealthedge Investment Advisors, LLC | 3.07% | Reduce -0.3% | 12,116 | $6.8M |
| HBK Sorce Advisory LLC | 0.20% | Reduce -2.3% | 12,040 | $6.8M |
| Greykasell Wealth Strategies, Inc. | 3.61% | Add +8.9% | 12,032 | $6.8M |
| Aletheian Wealth Advisors LLC | 3.80% | Reduce -0.5% | 12,028 | $6.8M |
| Trust Co | 0.80% | Add +0.3% | 12,017 | $6.8M |
| Pittenger & Anderson Inc. | 0.25% | Add +3.4% | 12,011 | $6.7M |
| Lifeworks Advisors, LLC | 1.12% | Add +49.6% | 11,972 | $6.7M |
| Banque Pictet & Cie SA | 0.07% | No change | 11,952 | $6.7M |
| TradeWell Securities, LLC. | 3.69% | Reduce -2.7% | 11,905 | $6.7M |
| Cutler Investment Counsel LLC | 0.80% | Add +4.5% | 11,890 | $6.7M |
| KCM Investment Advisors LLC | 0.24% | Reduce -0.7% | 11,886 | $6.7M |
| Sterling Investment Counsel, LLC | 2.28% | Add +308.3% | 11,853 | $6.7M |
| Mission Creek Capital Partners, Inc. | 1.61% | Add +3.4% | 11,807 | $6.6M |
| Astoria Strategic Wealth, Inc. | 1.94% | Add +6.6% | 11,770 | $6.6M |
| Potentia Wealth | 3.10% | Reduce -2.3% | 11,751 | $6.6M |
| Westmount Partners, LLC | 2.01% | Add +2.0% | 11,732 | $6.6M |
| TCI Wealth Advisors, Inc. | 0.53% | Reduce -0.8% | 11,693 | $6.6M |
| Busey Bank | 0.22% | Reduce -0.1% | 11,661 | $6.6M |
| Blalock Williams, LLC | 7.32% | Reduce -6.6% | 11,630 | $6.5M |
| ICONIQ Capital, LLC | 0.12% | Add +1.2% | 11,601 | $6.5M |
| Trust Co. of Vermont | 0.33% | Reduce -12.2% | 11,595 | $6.5M |
| Altfest L J & Co. Inc. | 0.81% | Add +538.1% | 11,556 | $6.5M |
| Annex Advisory Services, LLC | 0.18% | Reduce -0.8% | 11,483 | $6.5M |
| Cooper Financial Group | 0.85% | Reduce -1.7% | 11,481 | $6.5M |
| Intrua Financial, LLC | 1.00% | Add +97.6% | 11,426 | $6.4M |
| Able Wealth Management LLC | 3.80% | Add +0.5% | 11,419 | $6.4M |
| Patten Group, Inc. | 1.47% | Reduce -15.5% | 11,413 | $6.4M |
| Emerald Advisors, LLC | 0.85% | Add +2.2% | 11,406 | $6.4M |
| First Heartland Consultants, Inc. | 0.66% | Reduce -26.8% | 11,377 | $6.4M |
| Meridian Financial Partners LLC | 3.23% | Reduce -2.8% | 11,323 | $6.4M |
| Wilkins Miller Wealth Management, LLC | 4.78% | Reduce -0.3% | 11,312 | $6.4M |
| BCU Wealth Advisors, LLC | 3.31% | Add +18.0% | 11,312 | $6.4M |
| Innovative Wealth Building LLC | 5.84% | Reduce -2.4% | 11,282 | $6.3M |
| Lake Street Private Wealth, LLC | 1.04% | Reduce -0.5% | 11,282 | $6.3M |
| Ironwood Investment Counsel, LLC | 1.09% | Reduce -1.1% | 11,253 | $6.3M |
| BlueChip Wealth Advisors LLC | 3.10% | Add +1.7% | 11,251 | $6.3M |
| Chancellor Financial Group WB LP | 5.25% | Reduce -0.5% | 11,242 | $6.3M |
| Burke & Herbert Bank & Trust Co. | 1.52% | Reduce -1.3% | 11,230 | $6.3M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -4.7% | 11,230 | $6.3M |
| Chesapeake Wealth Management | 2.25% | Add +21.9% | 11,221 | $6.3M |
| Strata Wealth Advisors, LLC | 1.95% | Reduce -7.2% | 11,178 | $6.3M |
| LifePlan Investment Advisors, Inc. | 3.61% | Add +4.8% | 11,177 | $6.3M |
| TFR Capital, LLC. | 2.60% | Add +11.8% | 11,136 | $6.3M |
| New Millennium Group LLC | 4.11% | Add +3.7% | 11,133 | $6.3M |
| Legal & General Group Plc | 0.00% | Add +85.3% | 11,130 | $6.3M |
| Ridgecrest Wealth Partners, LLC | 3.26% | Reduce -0.7% | 11,083 | $6.2M |
| Larson Financial Group LLC | 0.30% | Add +21.7% | 11,081 | $6.2M |
| Regimen Wealth, LLC | 2.00% | Reduce -1.4% | 11,074 | $6.2M |
| Apex Wealth Management, LLC | 5.60% | Reduce -9.8% | 11,074 | $6.2M |
| World Equity Group, Inc. | 1.78% | Add +21.4% | 11,069 | $6.2M |
| Idaho Trust Co | 2.54% | Add +24.7% | 11,068 | $6.2M |
| Graves Light Lenhart Wealth, Inc. | 0.76% | Reduce -0.1% | 11,062 | $6.2M |
| Heritage Trust Co | 0.75% | Reduce -3.5% | 11,031 | $6.2M |
| Allodium Investment Consultants, LLC | 4.57% | Add +2.9% | 11,015 | $6.2M |
| Founders Financial Alliance, LLC | 1.50% | Add +160.4% | 11,012 | $6.2M |
| Nicolet Bankshares Inc. | 1.24% | Add +0.3% | 11,009 | $6.2M |
| ADG Wealth Management Group, LLC | 5.82% | Add +2.6% | 10,992 | $6.2M |
| FSA Wealth Management LLC | 2.62% | Add +8169.8% | 88,321 | $6.2M |
| MRP Capital Investments, LLC | 5.75% | Reduce -0.3% | 10,950 | $6.2M |
| Brookwood Investment Group LLC | 1.05% | — | 10,911 | $6.1M |
| New Age Alpha Advisors, LLC | 0.27% | Add +71.9% | 10,859 | $6.1M |
| Bedel Financial Consulting, Inc. | 0.88% | Add +0.4% | 10,865 | $6.1M |
| Zurich Insurance Group Ltd | 0.05% | No change | 10,270 | $6.1M |
| PFS Partners, LLC | 3.24% | Add +6.7% | 10,816 | $6.1M |
| GW&K Investment Management, LLC | 0.06% | Add +116.3% | 10,799 | $6.1M |
| Index Fund Advisors, Inc. | 0.37% | Reduce -0.6% | 10,789 | $6.1M |
| Quartz Partners, LLC | 3.68% | Add +9.6% | 10,774 | $6.1M |
| Northstar Advisory Group, LLC | 3.95% | Reduce -62.7% | 10,769 | $6.1M |
| Selective Wealth Management, Inc. | 2.63% | Reduce -1.0% | 11,260 | $6.0M |
| Debussy Capital Management LP | 0.97% | Reduce -0.6% | 10,722 | $6.0M |
| Everpar Advisors LLC | 3.19% | Add +28.5% | 10,696 | $6.0M |
| Retirement Planning Group, LLC | 0.28% | Reduce -9.6% | 10,662 | $6.0M |
| Plante Moran Financial Advisors, LLC | 0.52% | Reduce -16.8% | 10,659 | $6.0M |
| Fulcrum Capital LLC | 1.33% | Reduce -25.8% | 10,655 | $6.0M |
| Heritage Wealth Partners, LLC | 9.06% | Reduce -32.6% | 10,575 | $5.9M |
| Shoker Investment Counsel, Inc. | 2.00% | Add +9.3% | 10,558 | $5.9M |
| Salem Investment Counselors Inc. | 0.21% | Add +1.3% | 10,531 | $5.9M |
| Badgley Phelps Wealth Managers, LLC | 0.14% | Reduce -0.2% | 10,524 | $5.9M |
| Lakeridge Wealth Management LLC | 2.96% | Add +1.8% | 10,523 | $5.9M |
| Virtue Capital Management, LLC | 0.69% | Add +168.6% | 10,524 | $5.9M |
| Houlihan Financial Resource Group, Ltd. | 2.65% | Add +0.0% | 10,502 | $5.9M |
| Bestgate Wealth Advisors, LLC | 12.23% | Reduce -9.4% | 10,497 | $5.9M |
| TFB Advisors LLC | 1.70% | Reduce -41.0% | 10,490 | $5.9M |
| Forum Financial Management, LP | 0.10% | Add +23.0% | 10,477 | $5.9M |
| Moloney Securities Asset Management, LLC | 0.80% | Add +2.0% | 10,467 | $5.9M |
| Independent Solutions Wealth Management, LLC | 1.31% | Reduce -2.3% | 10,473 | $5.9M |
| Rede Wealth, LLC | 2.07% | Add +0.1% | 10,413 | $5.9M |
| Catalina Capital Group, LLC | 3.90% | Reduce -15.6% | 10,411 | $5.8M |
| Daymark Wealth Partners, LLC | 0.25% | Reduce -6.0% | 10,407 | $5.8M |
| Gen-Wealth Partners Inc | 2.44% | Reduce -5.5% | 10,395 | $5.8M |
| Allen Capital Group, LLC | 0.67% | Add +22.1% | 10,369 | $5.8M |
| Winthrop Capital Management, LLC | 1.60% | Reduce -0.2% | 10,364 | $5.8M |
| Power Wealth Management LLC | 2.36% | Reduce -15.8% | 10,357 | $5.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.46% | Add +2.6% | 10,311 | $5.8M |
| Guyasuta Investment Advisors Inc. | 0.38% | Add +0.7% | 10,317 | $5.8M |
| Variant Private Wealth, LLC | 6.21% | Add +3.6% | 10,298 | $5.8M |
| PFG Investments, LLC | 0.37% | Add +2.9% | 10,271 | $5.8M |
| MAS Advisors LLC | 8.86% | Add +38.1% | 10,254 | $5.8M |
| Successful Portfolios LLC | 3.91% | Add +3.8% | 10,227 | $5.7M |
| S.A. Mason LLC | 3.03% | Add +0.9% | 10,215 | $5.7M |
| 1 North Wealth Services LLC | 2.65% | Reduce -6.8% | 10,177 | $5.7M |
| Parkside Financial Bank & Trust | 0.73% | Add +36.8% | 10,154 | $5.7M |
| Arcus Capital Partners, LLC | 2.28% | Reduce -43.4% | 10,126 | $5.7M |
| 1834 Investment Advisors Co. | 0.73% | Reduce -1.7% | 10,120 | $5.7M |
| Brass Tax Wealth Management, Inc. | 1.19% | Add +0.1% | 10,104 | $5.7M |
| Cadent Capital Advisors, LLC | 2.15% | Reduce -4.3% | 10,076 | $5.7M |
| Glassman Wealth Services | 0.94% | Add +35.0% | 10,025 | $5.6M |
| Strategies Wealth Advisors, LLC | 0.69% | Add +0.5% | 10,021 | $5.6M |
| First National Bank of Omaha | 0.38% | Add +0.7% | 9,935 | $5.6M |
| Transcendent Capital Group LLC | 3.13% | Reduce -29.8% | 9,909 | $5.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +17.2% | 9,872 | $5.5M |
| Presidio Capital Management, LLC | 2.31% | Add +7.0% | 9,861 | $5.5M |
| Strategy Asset Managers LLC | 1.14% | Reduce -9.0% | 9,842 | $5.5M |
| Blue Bell Private Wealth Management, LLC | 1.05% | Add +18.1% | 9,824 | $5.5M |
| Windsor Advisory Group, LLC | 7.12% | Add +19502.0% | 9,801 | $5.5M |
| FLC Capital Advisors | 1.23% | Reduce -2.1% | 9,789 | $5.5M |
| Stonebridge Financial Planning Group, LLC | 2.51% | Reduce -4.6% | 9,769 | $5.5M |
| Semus Wealth Partners LLC | 3.82% | Reduce -0.6% | 9,761 | $5.5M |
| Dogwood Wealth Management LLC | 2.88% | Reduce -21.7% | 9,761 | $5.5M |
| Landmark Wealth Management, LLC | 2.42% | Reduce -0.2% | 9,760 | $5.5M |
| Vertex Planning Partners, LLC | 1.20% | Add +1.0% | 9,744 | $5.5M |
| KDK Private Wealth Management, LLC | 6.22% | Reduce -0.8% | 9,715 | $5.5M |
| Optivise Advisory Services LLC | 3.06% | Add +2.2% | 9,713 | $5.5M |
| Fisher Asset Management | 0.00% | Add +87.4% | 9,705 | $5.5M |
| Grayhawk Investment Strategies Inc. | 12.42% | No change | 9,706 | $5.5M |
| Ofc Financial Planning, LLC | 6.17% | Reduce -0.0% | 9,703 | $5.5M |
| Park Place Capital Corp | 1.48% | Reduce -53.7% | 9,699 | $5.4M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.72% | Add +30.4% | 6,737 | $5.4M |
| Steph & Co. | 1.95% | Reduce -0.1% | 9,667 | $5.4M |
| Bulltick Wealth Management, LLC | 1.44% | Add +37.9% | 9,653 | $5.4M |
| LaSalle St. Investment Advisors, LLC | 1.28% | Add +33.4% | 9,650 | $5.4M |
| DKM Wealth Management, Inc. | 5.25% | Add +5.3% | 9,636 | $5.4M |
| Gallagher Capital Advisors, LLC | 4.11% | Add +2.1% | 9,595 | $5.4M |
| Twin Focus Capital Partners, LLC | 0.84% | Reduce -0.1% | 9,595 | $5.4M |
| Compass Ion Advisors, LLC | 0.63% | Reduce -6.1% | 9,553 | $5.4M |
| Journey Advisory Group, LLC | 0.44% | Add +14.8% | 9,520 | $5.3M |
| Bfsg, LLC | 0.65% | Reduce -6.8% | 9,517 | $5.3M |
| Morling Financial Advisors, LLC | 1.84% | Reduce -0.8% | 9,491 | $5.3M |
| Pinnacle Bancorp, Inc. | 1.74% | Add +1.7% | 9,474 | $5.3M |
| Certior Financial Group, LLC | 4.38% | Reduce -1.6% | 9,442 | $5.3M |
| Truefg, LLC | 1.74% | Reduce -0.6% | 9,420 | $5.3M |
| Olde Wealth Management, LLC | 1.86% | Reduce -0.8% | 9,384 | $5.3M |
| West Branch Capital LLC | 1.76% | Reduce -0.9% | 9,377 | $5.3M |
| Essential Planning, LLC. | 2.12% | Reduce -98.5% | 9,377 | $5.3M |
| Essex Bank | 1.29% | Reduce -5.8% | 9,363 | $5.3M |
| Quadrant Private Wealth Management, LLC | 1.31% | Reduce -10.9% | 9,344 | $5.3M |
| JT Stratford LLC | 0.93% | Reduce -19.0% | 9,299 | $5.2M |
| PMV Capital Advisers, LLC | 12.65% | Reduce -12.3% | 9,268 | $5.2M |
| James J. Burns & Company, LLC | 0.93% | Reduce -1.3% | 9,256 | $5.2M |
| Tyche Wealth Partners LLC | 1.13% | Add +3.5% | 9,254 | $5.2M |
| WealthPlan Investment Management, LLC | 0.51% | Add +67.8% | 9,215 | $5.2M |
| Vawter Financial, Ltd. | 2.90% | Add +3.0% | 9,213 | $5.2M |
| Signal Advisors Wealth, LLC | 0.51% | Reduce -11.6% | 9,208 | $5.2M |
| Brand Asset Management Group, Inc. | 2.15% | Reduce -4.5% | 9,169 | $5.2M |
| Quadcap Wealth Management, LLC | 0.75% | Reduce -22.9% | 9,162 | $5.1M |
| Edge Financial Advisors LLC | 3.24% | New | 9,141 | $5.1M |
| Portside Wealth Group, LLC | 0.84% | Add +7.3% | 9,110 | $5.1M |
| Affiance Financial, LLC | 1.19% | Reduce -3.2% | 9,102 | $5.1M |
| Peak Asset Management, LLC | 0.97% | Reduce -0.9% | 9,098 | $5.1M |
| Quad-Cities Investment Group, LLC | 2.52% | Reduce -3.7% | 9,072 | $5.1M |
| Clayton Financial Group LLC | 1.87% | Add +1.4% | 9,057 | $5.1M |
| Sunburst Financial Group, LLC | 1.25% | Reduce -1.9% | 9,055 | $5.1M |
| Brady Family Wealth, LLC | 1.63% | Reduce -3.2% | 9,050 | $5.1M |
| Nicholas Hoffman & Company, LLC. | 0.19% | Add +0.9% | 9,044 | $5.1M |
| B.O.S.S. Retirement Advisors, LLC | 1.47% | Reduce -1.5% | 9,038 | $5.1M |
| Cornerstone Partners Capital Management, LLC | 10.57% | Add +3.7% | 9,026 | $5.1M |
| Security National Bank | 0.96% | Reduce -96.4% | 9,026 | $5.1M |
| EFG Asset Management (Americas) Corp. | 1.02% | Reduce -1.8% | 8,971 | $5.0M |
| TCTC Holdings, LLC | 0.18% | No change | 8,970 | $5.0M |
| Nemes Rush Group LLC | 0.64% | Reduce -0.1% | 8,964 | $5.0M |
| Wooster Corthell Wealth Management, Inc. | 1.03% | Reduce -2.2% | 8,942 | $5.0M |
| Three Seasons Wealth, LLC | 2.48% | Reduce -2.5% | 8,915 | $5.0M |
| Private Wealth Partners, LLC | 0.42% | Reduce -0.4% | 8,910 | $5.0M |
| Defined Wealth Management, LLC | 3.36% | Reduce -1.4% | 8,898 | $5.0M |
| Hilltop Holdings Inc. | 0.31% | Add +37.8% | 8,813 | $5.0M |
| Sonoma Private Wealth LLC | 6.86% | Reduce -0.9% | 8,808 | $4.9M |
| Hohimer Wealth Management, LLC | 0.97% | Reduce -31.9% | 8,787 | $4.9M |
| Berkeley, Inc | 2.32% | Reduce -11.3% | 8,787 | $4.9M |
| Wealth Advisors of Iowa, LLC | 2.12% | Reduce -28.0% | 8,761 | $4.9M |
| Sfm, LLC | 3.61% | Reduce -1.8% | 8,747 | $4.9M |
| Rockwood Wealth Management, LLC | 0.50% | Add +0.6% | 8,736 | $4.9M |
| GSG Advisors LLC | 1.61% | Reduce -4.3% | 8,962 | $4.9M |
| Moneda S.A. Administradora General de Fondos | 5.25% | No change | 8,700 | $4.9M |
| Tempus Wealth Planning, LLC | 1.46% | Reduce -11.5% | 8,687 | $4.9M |
| Kwmg, LLC | 0.50% | Reduce -0.4% | 8,658 | $4.9M |
| Ewa, LLC | 1.80% | Reduce -0.4% | 8,614 | $4.8M |
| Magnus Financial Group LLC | 0.47% | Reduce -1.0% | 8,530 | $4.8M |
| Tudor Investment Corporation | 0.04% | Reduce -96.7% | 8,527 | $4.8M |
| Beacon Bank & Trust | 1.17% | Reduce -7.0% | 8,512 | $4.8M |
| Financial Council, LLC | 2.57% | Reduce -3.7% | 8,481 | $4.8M |
| Sound Income Strategies, LLC | 0.28% | Reduce -9.9% | 8,457 | $4.8M |
| Sei Investments Co. | 0.01% | Add +14.2% | 8,441 | $4.7M |
| Keystone Financial Services, LLC | 4.01% | Add +32.9% | 8,438 | $4.7M |
| Fiduciary Group, LLC | 0.47% | Reduce -0.2% | 8,424 | $4.7M |
| Accelerate Investment Advisors LLC | 3.96% | Add +3.7% | 8,413 | $4.7M |
| Schorn Wealth LLC | 1.55% | Add +6.2% | 8,365 | $4.7M |
| Black Diamond Financial, LLC | 0.70% | No change | 8,353 | $4.7M |
| Antonelli Financial Advisors, LLC | 3.77% | Reduce -0.1% | 8,335 | $4.7M |
| Jamison Private Wealth Management, Inc. | 0.71% | Reduce -0.9% | 8,249 | $4.6M |
| Cassaday & Co Wealth Management LLC | 0.13% | Reduce -0.8% | 8,241 | $4.6M |
| Full Sail Capital, LLC | 0.30% | Add +14.0% | 8,232 | $4.6M |
| Seven Springs Wealth Group, LLC | 1.68% | Reduce -0.1% | 8,213 | $4.6M |
| O'Connor Financial Group LLC | 2.40% | Reduce -25.4% | 8,199 | $4.6M |
| Meridian Wealth Partners, LLC | 0.73% | Reduce -6.3% | 8,181 | $4.6M |
| Redhawk Wealth Advisors, Inc. | 0.62% | Add +0.1% | 8,167 | $4.6M |
| Ruggaard & Associates LLC | 2.01% | Add +8.5% | 8,149 | $4.6M |
| Asset Planning Corporation | 2.70% | Add +1.6% | 8,147 | $4.6M |
| Sage Mountain Advisors LLC | 0.34% | Add +44.3% | 8,145 | $4.6M |
| Shorepath Capital Management LLC | 3.45% | No change | 8,137 | $4.6M |
| NBT Bank, N.A. | 0.33% | Add +0.8% | 8,136 | $4.6M |
| M3 Advisory Group, LLC | 3.61% | Add +0.7% | 8,124 | $4.6M |
| Dana Investment Advisors, Inc. | 0.16% | Add +3.6% | 8,116 | $4.6M |
| Benchmark Financial Wealth Advisors, LLC | 1.72% | Add +58.0% | 8,112 | $4.6M |
| Franklin, Parlapiano, Turner & Welch, LLC | 1.23% | Reduce -0.4% | 8,109 | $4.6M |
| Cromwell Holdings LLC | 2.93% | New | 8,100 | $4.6M |
| Tru Independence Asset Management 2, LLC | 3.40% | Add +96.4% | 8,009 | $4.5M |
| Stokes Family Office, LLC | 0.51% | Add +0.0% | 8,076 | $4.5M |
| University of Texas/Texas Am Investment Management Co. | 0.78% | Reduce -98.1% | 8,069 | $4.5M |
| Bear Mountain Capital, Inc. | 1.75% | No change | 8,128 | $4.5M |
| Access Financial Services, Inc. | 1.81% | Reduce -1.6% | 8,014 | $4.5M |
| NorthStar Asset Management LLC | 2.82% | New | 8,014 | $4.5M |
| Pinnacle Wealth Planning Services, Inc. | 0.68% | Reduce -4.2% | 8,004 | $4.5M |
| Stone Summit Wealth LLC | 1.52% | Add +5.4% | 8,002 | $4.5M |
| AA Financial Advisors, LLC | 1.10% | Add +7.4% | 8,002 | $4.5M |
| Stephen J. Garry & Associates, LLC | 4.20% | Reduce -0.5% | 8,002 | $4.5M |
| FAS Wealth Partners, Inc. | 0.37% | Reduce -1.6% | 7,992 | $4.5M |
| Alpha Advisors, LLC | 3.91% | Reduce -0.0% | 7,990 | $4.5M |
| Lion Street Advisors, LLC | 1.43% | Add +19.0% | 7,988 | $4.5M |
| Stockman Wealth Management, Inc. | 0.66% | Reduce -4.4% | 7,988 | $4.5M |
| 49 Wealth Management, LLC | 0.54% | Add +0.7% | 7,988 | $4.5M |
| BNP Paribas | 0.19% | Add +105.4% | 7,970 | $4.5M |
| Fortis Group Advisors, LLC | 0.87% | Reduce -2.4% | 7,941 | $4.5M |
| 2UniFi Bank | 2.88% | Add +1.8% | 7,468 | $4.5M |
| Measured Wealth Private Client Group, LLC | 1.43% | Reduce -0.3% | 7,917 | $4.4M |
| Dentgroup LLC | 3.33% | Add +3.3% | 7,905 | $4.4M |
| Ellis Investment Partners, LLC | 0.91% | Reduce -2.6% | 7,859 | $4.4M |
| Level Four Advisory Services, LLC | 0.18% | Reduce -18.1% | 7,855 | $4.4M |
| Triglav Investments, D.O.O. | 0.37% | Reduce -1.5% | 7,816 | $4.4M |
| BOS Asset Management, LLC | 1.51% | Reduce -10.1% | 7,815 | $4.4M |
| Vident Advisory, LLC | 0.06% | Reduce -27.7% | 7,804 | $4.4M |
| Independent Advisor Alliance | 0.14% | Reduce -96.4% | 7,800 | $4.4M |
| Aufman Associates Inc | 3.01% | Reduce -0.3% | 7,789 | $4.4M |
| Helium Advisors LLC | 3.19% | Add +17.1% | 7,789 | $4.4M |
| Raab & Moskowitz Asset Management LLC | 1.10% | Reduce -4.3% | 7,785 | $4.4M |
| Infinity Wealth Counsel, LLC | 4.72% | Reduce -1.0% | 7,781 | $4.4M |
| SeaBridge Investment Advisors LLC | 0.94% | Reduce -4.1% | 7,772 | $4.4M |
| Auxano Advisors, LLC | 1.16% | Reduce -0.6% | 7,759 | $4.4M |
| Bluespring Wealth Management, LLC | 0.44% | Add +0.1% | 7,750 | $4.4M |
| Quest 10 Wealth Builders, Inc. | 4.64% | Reduce -4.0% | 7,538 | $4.3M |
| Paces Ferry Wealth Advisors, LLC | 2.15% | Reduce -3.7% | 7,680 | $4.3M |
| Sprinkle Financial Consultants LLC | 2.74% | Add +8.3% | 7,669 | $4.3M |
| Fortress Financial Solutions, LLC | 6.23% | Add +64.3% | 7,669 | $4.3M |
| Hollow Brook Wealth Management LLC | 1.27% | Add +2.5% | 7,669 | $4.3M |
| WESPAC Advisors, LLC | 3.50% | Add +8.1% | 7,636 | $4.3M |
| Atlas Brown,Inc. | 1.50% | Add +8.1% | 7,613 | $4.3M |
| Davidson Trust Co. | 2.04% | Add +8.1% | 7,609 | $4.3M |
| Confluence Wealth Services, Inc. | 0.27% | Reduce -3.5% | 7,908 | $4.3M |
| Mitchell Capital Management Co. | 0.81% | Reduce -3.3% | 7,560 | $4.2M |
| Weaver Consulting Group | 1.28% | Reduce -1.3% | 7,555 | $4.2M |
| WJ Wealth Management, LLC | 1.50% | Reduce -5.0% | 7,546 | $4.2M |
| Northeast Investment Management | 0.20% | Reduce -6.8% | 7,543 | $4.2M |
| WPG Advisers, LLC | 3.94% | Add +77.3% | 7,515 | $4.2M |
| Centricity Wealth Management, LLC | 3.82% | Add +2.8% | 7,498 | $4.2M |
| Edmond DE Rothschild Holding S.A. | 0.07% | Reduce -1.1% | 7,486 | $4.2M |
| Lincoln Capital Corp. | 1.75% | Reduce -2.2% | 7,485 | $4.2M |
| SilverOak Wealth Management LLC | 0.91% | Add +32.5% | 7,485 | $4.2M |
| Colony Family Offices, LLC | 1.31% | Add +10.6% | 7,460 | $4.2M |
| Schmidt P J Investment Management Inc. | 0.77% | Reduce -7.4% | 7,448 | $4.2M |
| Gemmer Asset Management LLC | 0.42% | Add +1.3% | 7,441 | $4.2M |
| New England Private Wealth Advisors LLC | 0.65% | Reduce -0.5% | 7,428 | $4.2M |
| Stegner Investment Associates Inc. | 2.92% | Reduce -3.1% | 7,421 | $4.2M |
| Enterprise Bank & Trust Co | 1.60% | Reduce -0.6% | 7,374 | $4.1M |
| Galvin, Gaustad & Stein, LLC | 0.37% | Reduce -0.2% | 7,351 | $4.1M |
| Gitterman Wealth Management, LLC | 1.10% | Add +0.0% | 7,348 | $4.1M |
| Insight Advisors, LLC/ PA | 0.72% | Add +8.6% | 7,327 | $4.1M |
| GAMMA Investing LLC | 0.31% | Add +16.4% | 7,321 | $4.1M |
| Edgemoor Investment Advisors, Inc. | 0.38% | No change | 7,298 | $4.1M |
| Maripau Wealth Management LLC | 2.35% | Reduce -19.9% | 7,296 | $4.1M |
| QRG Capital Management, Inc. | 0.04% | Reduce -34.2% | 7,294 | $4.1M |
| Marex Group Ltd | 0.08% | Reduce -0.6% | 7,287 | $4.1M |
| Carret Asset Management, LLC | 0.46% | Add +6.7% | 7,283 | $4.1M |
| Lindbrook Capital, LLC | 0.38% | Reduce -54.3% | 7,282 | $4.1M |
| Tufton Capital Management | 0.79% | Add +5.6% | 7,253 | $4.1M |
| Howard Financial Services, LTD. | 0.55% | Add +0.3% | 7,243 | $4.1M |
| Marietta Wealth Management, LLC | 0.60% | Add +1.1% | 7,231 | $4.1M |
| Madison Asset Management, LLC | 0.05% | Add +1.6% | 7,215 | $4.1M |
| Wealthgarden F.S. LLC | 3.90% | Reduce -18.3% | 7,213 | $4.1M |
| Harvey Capital Management Inc. | 1.06% | Add +8.6% | 7,191 | $4.0M |
| McNaughton Wealth Management, LLC | 1.96% | Reduce -70.0% | 7,173 | $4.0M |
| Arlington Trust Co LLC | 0.85% | No change | 7,170 | $4.0M |
| Sepio Capital, LP | 0.32% | Reduce -1.5% | 7,165 | $4.0M |
| Prostatis Group LLC | 1.27% | Add +1.2% | 7,140 | $4.0M |
| Eagle Bay Advisors LLC | 3.39% | Reduce -12.9% | 7,121 | $4.0M |
| Rinkey Investments | 1.27% | Reduce -0.1% | 7,108 | $4.0M |
| Cornell Pochily Investment Advisors, Inc. | 1.40% | Add +0.4% | 7,108 | $4.0M |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Reduce -3.0% | 7,081 | $4.0M |
| Foresight Capital Management Advisors, Inc. | 2.46% | Add +0.3% | 7,048 | $4.0M |
| Traynor Capital Management, Inc. | 0.34% | Add +8.2% | 7,046 | $4.0M |
| Symphony Financial, Ltd. Co. | 2.34% | Reduce -38.9% | 7,507 | $3.9M |
| JTC Employer Solutions Trustee Ltd | 0.32% | No change | 7,026 | $3.9M |
| Intelligent Financial Strategies | 2.06% | Reduce -1.5% | 7,025 | $3.9M |
| Plum Street Advisors, LLC | 1.90% | Reduce -0.6% | 7,020 | $3.9M |
| SFE Investment Counsel | 0.79% | New | 7,014 | $3.9M |
| HM Payson & Co. | 0.07% | Reduce -6.1% | 6,981 | $3.9M |
| PGIM Custom Harvest LLC | 0.09% | Reduce -5.0% | 6,971 | $3.9M |
| Prudent Man Advisors, LLC | 1.42% | Add +22.6% | 6,969 | $3.9M |
| Legacy Advisory Services, LLC | 3.31% | Reduce -1.6% | 6,967 | $3.9M |
| Jackson, Grant Investment Advisers, Inc. | 1.51% | Reduce -3.8% | 6,932 | $3.9M |
| Oakwell Private Wealth Management, LLC | 1.07% | Reduce -0.8% | 6,927 | $3.9M |
| Hi-Line Capital Management, LLC | 1.45% | Add +13.0% | 6,907 | $3.9M |
| Medallion Wealth Advisors, LLC | 1.76% | Add +10.7% | 6,872 | $3.9M |
| HUB Investment Partners, LLC | 0.16% | Reduce -3.5% | 6,881 | $3.9M |
| Paladin Advisory Group, LLC | 3.09% | Add +10.3% | 6,880 | $3.9M |
| Kera Capital Partners, Inc. | 1.15% | Add +1.3% | 6,880 | $3.9M |
| Beverly Hills Private Wealth, LLC | 0.77% | Reduce -8.7% | 6,860 | $3.9M |
| TFO Wealth Partners, LLC | 0.76% | New | 6,850 | $3.8M |
| Opulen Financial Group LLC | 3.49% | Add +2.7% | 6,835 | $3.8M |
| Raleigh Capital Management Inc. | 1.74% | Reduce -17.3% | 6,825 | $3.8M |
| Security Benefit Life Insurance Co. | 1.44% | Add +6.3% | 6,800 | $3.8M |
| Facet Wealth, Inc. | 0.10% | Add +14.9% | 6,743 | $3.8M |
| Old Mission Investment Co LLC | 1.15% | Reduce -1.2% | 6,794 | $3.8M |
| LVZ, Inc. | 0.50% | Reduce -25.9% | 6,793 | $3.8M |
| Keel Point, LLC | 0.30% | Reduce -1.4% | 6,787 | $3.8M |
| Sage Capital Advisors,llc | 1.00% | Reduce -10.4% | 6,778 | $3.8M |
| Uptick Partners, LLC | 1.29% | Add +0.9% | 6,772 | $3.8M |
| Macroview Investment Management LLC | 3.58% | Reduce -18.3% | 6,771 | $3.8M |
| Warm Springs Advisors Inc. | 3.82% | Add +1.6% | 6,768 | $3.8M |
| Milestone Asset Management Group, LLC | 3.43% | Add +1.9% | 6,759 | $3.8M |
| Financial Perspectives, Inc | 1.30% | Add +1.0% | 6,600 | $3.8M |
| Premier Path Wealth Partners, LLC | 0.59% | Reduce -1.9% | 6,756 | $3.8M |
| First United Bank & Trust | 1.42% | Add +2.6% | 6,748 | $3.8M |
| Hemington Wealth Management | 0.59% | Reduce -2.2% | 6,730 | $3.8M |
| Trust Co of the South | 0.79% | Add +1.7% | 6,727 | $3.8M |
| Richard W. Paul & Associates, LLC | 1.48% | Add +1.4% | 6,726 | $3.8M |
| St. Johns Investment Management Company, LLC | 1.87% | Reduce -2.0% | 6,716 | $3.8M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +22.1% | 6,713 | $3.8M |
| Trivium Point Advisory, LLC | 0.47% | Reduce -14.1% | 6,709 | $3.8M |
| Romano Brothers and Company | 0.49% | Reduce -1.3% | 6,686 | $3.8M |
| WNY Asset Management, LLC | 0.45% | Reduce -2.9% | 6,672 | $3.7M |
| Tounjian Advisory Partners, LLC | 0.70% | — | 6,662 | $3.7M |
| Sonata Capital Group Inc. | 1.62% | Reduce -0.3% | 6,624 | $3.7M |
| Michels Family Financial, LLC | 3.37% | Add +0.4% | 6,623 | $3.7M |
| Ayalon Insurance Comp Ltd. | 1.20% | Reduce -33.3% | 6,620 | $3.7M |
| Forte Capital LLC | 0.44% | Reduce -1.7% | 6,606 | $3.7M |
| Alterna Wealth Management, Inc. | 2.81% | Add +18.9% | 6,602 | $3.7M |
| Absolute Capital Management, LLC | 2.14% | Add +10.4% | 6,601 | $3.7M |
| Oldfather Financial Services, LLC | 1.40% | Add +2.0% | 6,573 | $3.7M |
| Boston Family Office LLC | 0.26% | Reduce -14.2% | 6,570 | $3.7M |
| CoreFirst Bank & Trust | 2.37% | Add +5.3% | 6,547 | $3.7M |
| Stage Harbor Financial, LLC | 3.11% | Reduce -7.8% | 6,544 | $3.7M |
| Triune Financial Partners, LLC | 1.17% | Reduce -0.1% | 6,540 | $3.7M |
| EWG Elevate Inc. | 1.39% | Add +818.3% | 6,520 | $3.7M |
| ZWJ Investment Counsel Inc. | 0.15% | Add +0.8% | 6,518 | $3.7M |
| Rathbones Group PLC | 0.02% | Add +12.0% | 6,510 | $3.7M |
| MIdWestOne Financial Group, Inc. | 0.52% | No change | 6,492 | $3.6M |
| Arista Wealth Management, LLC | 0.88% | No change | 6,481 | $3.6M |
| Investors Research Corp | 0.79% | No change | 6,468 | $3.6M |
| Riverbridge Partners LLC | 0.06% | Reduce -41.5% | 6,467 | $3.6M |
| Leo Wealth, LLC | 0.52% | Reduce -19.8% | 6,467 | $3.6M |
| First Financial Bankshares Inc | 0.08% | Reduce -9.2% | 6,455 | $3.6M |
| Straight Path Wealth Management | 1.46% | Reduce -3.1% | 6,429 | $3.6M |
| First Bancorp, Inc | 2.34% | Reduce -0.6% | 6,414 | $3.6M |
| Donor Advised Charitable Giving, Inc. | 0.10% | Add +19.7% | 6,411 | $3.6M |
| Hill Island Financial LLC | 1.05% | Reduce -1.2% | 6,385 | $3.6M |
| UNIVEST FINANCIAL Corp | 0.23% | Add +7.5% | 6,349 | $3.6M |
| Sage Financial Group Inc. | 0.29% | Add +0.6% | 6,346 | $3.6M |
| South Plains Financial, Inc. | 2.78% | Add +2.9% | 6,340 | $3.6M |
| Flywheel Private Wealth LLC | 3.25% | Reduce -1.7% | 6,337 | $3.6M |
| First County Bank | 1.97% | Reduce -2.6% | 6,324 | $3.6M |
| Equitable Trust Co. | 0.20% | Reduce -23.6% | 6,301 | $3.5M |
| Thrive Wealth Management, LLC | 0.68% | Reduce -11.1% | 6,299 | $3.5M |
| Maxele Advisors, LLC | 3.39% | Add +0.0% | 6,249 | $3.5M |
| Oakworth Capital, Inc. | 0.24% | No change | 6,220 | $3.5M |
| Ameriflex Group, Inc. | 1.42% | Reduce -2.5% | 6,184 | $3.5M |
| Clifford Swan Investment Counsel LLC | 0.13% | Reduce -2.7% | 6,180 | $3.5M |
| Lyell Wealth Management, LP | 0.32% | Reduce -3.2% | 6,151 | $3.5M |
| Carrera Capital Advisors | 0.76% | Reduce -27.1% | 6,144 | $3.5M |
| WestHill Financial Advisors, Inc. | 0.79% | Reduce -0.7% | 6,141 | $3.5M |
| GDS Wealth Management | 0.29% | Reduce -81.8% | 6,139 | $3.4M |
| Kestra Investment Management, LLC | 0.07% | Add +76.5% | 6,084 | $3.4M |
| Clarkston Capital Partners, LLC | 0.07% | No change | 6,055 | $3.4M |
| InTrack Investment Management Inc | 3.08% | Add +40.8% | 6,038 | $3.4M |
| Liberty Capital Management, Inc. | 0.76% | Add +3.4% | 6,036 | $3.4M |
| Woodley Farra Manion Portfolio Management Inc. | 0.17% | Add +1.7% | 5,997 | $3.4M |
| Goodman Financial Corp | 0.72% | Add +0.3% | 5,985 | $3.4M |
| Condor Capital Management | 0.31% | Reduce -1.9% | 5,982 | $3.4M |
| Wealth Management Nebraska | 0.51% | Reduce -50.7% | 5,969 | $3.4M |
| Schechter Investment Advisors, LLC | 0.28% | Add +104.0% | 5,967 | $3.4M |
| Mason & Associates, LLC | 0.97% | Reduce -1.9% | 5,965 | $3.4M |
| West Paces Advisors Inc. | 0.76% | Add +3.5% | 5,960 | $3.3M |
| NovaPoint Capital, LLC | 1.03% | Reduce -50.4% | 5,958 | $3.3M |
| Two West Capital Advisors LLC | 2.79% | Add +7.8% | 6,231 | $3.3M |
| Napa Wealth Management | 1.87% | Reduce -14.6% | 5,926 | $3.3M |
| Vigilare Wealth Management | 1.33% | Add +31.0% | 5,924 | $3.3M |
| Encompass More Asset Management | 0.99% | Add +13.5% | 5,922 | $3.3M |
| Zacks Investment Management | 0.03% | Reduce -13.2% | 5,920 | $3.3M |
| McIlrath & Eck, LLC | 0.41% | Reduce -0.3% | 5,893 | $3.3M |
| First Business Financial Services, Inc. | 0.32% | No change | 5,873 | $3.3M |
| Capital Advantage, Inc. | 0.60% | No change | 5,605 | $3.3M |
| Merkkuri Wealth Advisors LLC | 2.82% | Reduce -8.0% | 5,854 | $3.3M |
| Cim, LLC | 0.49% | Reduce -14.3% | 5,851 | $3.3M |
| Leeward Financial Partners, LLC | 1.22% | Reduce -13.3% | 5,821 | $3.3M |
| TRUE Private Wealth Advisors | 0.40% | Reduce -27.8% | 5,803 | $3.3M |
| Aspen Investment Management Inc | 1.50% | Add +1.9% | 5,792 | $3.3M |
| Fullcircle Wealth LLC | 1.34% | Reduce -1.4% | 5,866 | $3.2M |
| First National Corp. /Ma/ | 0.72% | Add +1.6% | 5,771 | $3.2M |
| Tranquility Partners, LLC | 1.25% | Reduce -0.7% | 5,756 | $3.2M |
| Alta Wealth Advisors LLC | 1.48% | Reduce -0.8% | 5,724 | $3.2M |
| Strid Group, LLC | 0.50% | Reduce -11.0% | 5,722 | $3.2M |
| NYL Investors LLC | 0.21% | No change | 5,721 | $3.2M |
| Independence Bank of Kentucky | 0.50% | Add +20.4% | 5,717 | $3.2M |
| Maridea Wealth Management LLC | 1.05% | Reduce -39.3% | 5,712 | $3.2M |
| Asset Dedication, LLC | 0.26% | Reduce -12.3% | 5,699 | $3.2M |
| Harbour Capital Advisors, LLC | 0.79% | Add +5.8% | 5,909 | $3.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.58% | Reduce -0.7% | 5,665 | $3.2M |
| Palisade Capital Management, LP | 0.10% | Add +8.0% | 5,637 | $3.2M |
| Freedom Investment Management, Inc. | 0.27% | Add +111.2% | 5,621 | $3.2M |
| Schnieders Capital Management LLC | 0.68% | Add +1.7% | 5,611 | $3.2M |
| Vontobel Holding Ltd. | 0.01% | Reduce -10.7% | 5,610 | $3.2M |
| Financial Gravity Asset Management, Inc. | 0.69% | — | 5,607 | $3.2M |
| Frontier Asset Management, LLC | 0.91% | Reduce -25.7% | 5,602 | $3.1M |
| Evanson Asset Management, LLC | 0.22% | Add +0.1% | 5,600 | $3.1M |
| Frank, Rimerman Advisors LLC | 0.25% | Reduce -0.3% | 5,593 | $3.1M |
| Two Sigma Securities, LLC | 0.48% | Reduce -60.5% | 5,589 | $3.1M |
| Mattern Wealth Management LLC | 0.69% | Add +0.5% | 5,588 | $3.1M |
| Elevated Capital Advisors, LLC | 0.88% | Add +1.8% | 5,581 | $3.1M |
| Hughes Financial Services, LLC | 0.61% | Add +1.8% | 5,557 | $3.1M |
| Koesten, Hirschmann & Crabtree, INC. | 1.80% | No change | 5,570 | $3.1M |
| First Western Trust Bank | 0.15% | Reduce -0.3% | 5,546 | $3.1M |
| Newport Capital Group, LLC | 2.24% | Reduce -0.9% | 5,541 | $3.1M |
| Legacy Financial Advisors, Inc. | 0.52% | Add +0.1% | 5,539 | $3.1M |
| Redwood Wealth Management Group, LLC | 1.58% | Reduce -1.9% | 5,528 | $3.1M |
| Walled Lake Planning & Wealth Management, LLC | 1.10% | Add +3.5% | 5,526 | $3.1M |
| Lansing Street Advisors | 1.04% | Add +9.6% | 5,523 | $3.1M |
| Ipswich Investment Management Co., Inc. | 0.77% | Add +0.0% | 5,522 | $3.1M |
| Comprehensive Financial Planning, Inc. | 3.00% | Reduce -31.0% | 5,496 | $3.1M |
| Lifelong Wealth Advisors, Inc. | 1.45% | Reduce -0.5% | 5,495 | $3.1M |
| Aaron Wealth Advisors LLC | 0.35% | Reduce -25.0% | 5,475 | $3.1M |
| Navigoe, LLC | 2.66% | Add +8195.5% | 5,475 | $3.1M |
| Rockland Trust Co. | 0.15% | Reduce -1.9% | 5,464 | $3.1M |
| Arlington Financial Advisors, LLC | 0.54% | Add +30.4% | 5,459 | $3.1M |
| Wincap Financial LLC | 2.90% | New | 5,441 | $3.1M |
| Everhart Financial Group, Inc. | 0.42% | Add +4.8% | 5,427 | $3.0M |
| Canandaigua National Bank & Trust Co. | 0.30% | Add +0.2% | 5,403 | $3.0M |
| Alaethes Wealth, LLC | 1.11% | Reduce -4.8% | 5,402 | $3.0M |
| Triumph Capital Management | 1.01% | Reduce -27.1% | 5,399 | $3.0M |
| Wallace Advisory Group, LLC | 2.10% | Add +5.9% | 5,144 | $3.0M |
| Centaurus Financial, Inc. | 0.18% | Add +6.3% | 5,389 | $3.0M |
| Beacon Financial Advisory LLC | 0.91% | Add +24.5% | 5,361 | $3.0M |
| Private Capital Management, LLC | 0.34% | Add +23.9% | 5,354 | $3.0M |
| M1 Capital Management LLC | 1.88% | Reduce -3.8% | 5,338 | $3.0M |
| Procyon Advisors, LLC | 0.18% | Reduce -1.5% | 5,330 | $3.0M |
| XTX Topco Ltd | 0.15% | New | 5,327 | $3.0M |
| Spirepoint Private Client, LLC | 0.39% | Reduce -4.7% | 5,325 | $3.0M |
| Arcadia Investment Advisors LLC | 1.67% | Reduce -0.4% | 5,316 | $3.0M |
| Park Capital Management, LLC / WI | 3.46% | Add +13.8% | 5,265 | $3.0M |
| Global Strategic Investment Solutions, LLC | 0.34% | Add +0.1% | 5,250 | $2.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | No change | 5,245 | $2.9M |
| CWS Financial Advisors, LLC | 0.93% | Reduce -2.6% | 5,240 | $2.9M |
| Mogy Joel R Investment Counsel Inc. | 0.19% | No change | 5,229 | $2.9M |
| Investment Partners, LTD. | 1.22% | Reduce -6.4% | 5,224 | $2.9M |
| Centric Wealth Management | 0.77% | Reduce -0.1% | 5,222 | $2.9M |
| Ridgepath Capital Management LLC | 1.41% | Reduce -0.1% | 5,217 | $2.9M |
| Sound View Wealth Advisors Group, LLC | 0.24% | Reduce -4.7% | 5,204 | $2.9M |
| Arbor Trust Wealth Advisors, LLC | 1.37% | Reduce -1.8% | 5,197 | $2.9M |
| Biltmore Family Office, LLC | 0.50% | Reduce -1.7% | 5,182 | $2.9M |
| Barnes Pettey Financial Advisors, LLC | 2.25% | Reduce -0.1% | 5,144 | $2.9M |
| Davis R M Inc. | 0.06% | Add +8.1% | 5,134 | $2.9M |
| BlueSky Wealth Advisors, LLC | 0.45% | Reduce -3.9% | 5,134 | $2.9M |
| Pettyjohn, Wood & White, Inc. | 0.55% | Reduce -0.7% | 5,128 | $2.9M |
| First Bank & Trust | 0.56% | Add +49.7% | 5,112 | $2.9M |
| Corrigan Financial, Inc. | 0.59% | Add +2.4% | 5,104 | $2.9M |
| Valley Wealth Managers, Inc. | 0.22% | Reduce -4.3% | 5,103 | $2.9M |
| Cidel Asset Management Inc. | 0.19% | No change | 5,096 | $2.9M |
| Titleist Asset Management, LLC | 0.33% | Add +1.7% | 5,086 | $2.9M |
| Resurgent Financial Advisors LLC | 1.72% | Reduce -5.7% | 5,085 | $2.9M |
| Efficient Advisors, LLC | 0.19% | Reduce -17.3% | 5,085 | $2.9M |
| Napatree Capital LLC | 1.61% | Add +4.4% | 5,083 | $2.9M |
| Ascentis Independent Advisors | 0.56% | Add +2.2% | 5,063 | $2.8M |
| Sterling Wealth Advisors Inc | 2.19% | No change | 5,057 | $2.8M |
| Upper Left Wealth Management, LLC | 2.03% | Add +123.7% | 5,041 | $2.8M |
| Global Financial Private Client, LLC | 1.08% | Reduce -5.5% | 5,032 | $2.8M |
| Total Clarity Wealth Management, Inc. | 0.92% | No change | 4,792 | $2.8M |
| Florida Trust Wealth Management Co | 0.09% | No change | 5,006 | $2.8M |
| Howard Wealth Management, LLC | 1.56% | Reduce -3.8% | 4,992 | $2.8M |
| Summit Financial Wealth Advisors, LLC | 0.56% | Reduce -3.9% | 4,990 | $2.8M |
| Worth Financial Advisory Group, LLC | 1.78% | Reduce -3.3% | 4,989 | $2.8M |
| Chilton Capital Management LLC | 0.12% | Reduce -3.5% | 4,978 | $2.8M |
| Arcadia Investment Management Corp. | 0.51% | Add +0.0% | 4,966 | $2.8M |
| Appleton Partners Inc. | 0.22% | Add +0.6% | 4,962 | $2.8M |
| MB Generational Wealth, LLC | 2.08% | No change | 4,952 | $2.8M |
| Kohmann Bosshard Financial Services, LLC | 0.33% | No change | 4,949 | $2.8M |
| Kennicott Capital Management LLC | 1.81% | Reduce -68.7% | 4,948 | $2.8M |
| Aspire Private Capital, LLC | 0.69% | Reduce -10.5% | 4,947 | $2.8M |
| Novus Advisors, LLC | 2.80% | Reduce -12.5% | 4,938 | $2.8M |
| Caldwell Sutter Capital, Inc. | 1.32% | Reduce -1.2% | 4,937 | $2.8M |
| Warner Financial, Inc. | 1.23% | Reduce -13.2% | 4,930 | $2.8M |
| Roxbury Financial LLC | 2.71% | Add +5.2% | 4,636 | $2.8M |
| American Financial Advisors, LLC | 0.40% | Add +1.0% | 4,925 | $2.8M |
| Paulson Wealth Management Inc. | 0.78% | Reduce -0.3% | 4,925 | $2.8M |
| Tolleson Wealth Management, Inc. | 0.53% | Add +5.7% | 4,923 | $2.8M |
| Cowa, LLC | 1.18% | Reduce -3.4% | 4,917 | $2.8M |
| Painted Porch Advisors LLC | 1.15% | Add +30.7% | 4,905 | $2.8M |
| Kaydan Wealth Management, Inc. | 0.88% | Add +10.6% | 4,901 | $2.8M |
| CVFG LLC | 2.50% | Reduce -9.1% | 4,901 | $2.8M |
| Topel & Distasi Wealth Management, LLC | 1.28% | Reduce -7.7% | 4,891 | $2.7M |
| Kavar Capital Partners Group, LLC | 0.46% | No change | 4,890 | $2.7M |
| Clarity Capital Advisors, LLC | 1.80% | Add +0.3% | 4,885 | $2.7M |
| First Trust Advisors LP | 0.00% | Reduce -77.8% | 4,884 | $2.7M |
| Melfa Wealth Management, Inc. | 1.85% | Reduce -1.1% | 4,879 | $2.7M |
| Encompass Wealth Advisors, LLC | 1.11% | Add +1.5% | 4,864 | $2.7M |
| Glass Jacobson Investment Advisors llc | 0.90% | No change | 4,641 | $2.7M |
| Atlatl Advisers LLC | 1.78% | Reduce -15.7% | 4,862 | $2.7M |
| Fortis Capital Management LLC | 0.53% | Add +0.2% | 4,854 | $2.7M |
| Cahill Financial Advisors Inc. | 0.37% | Reduce -4.5% | 4,853 | $2.7M |
| Segment Wealth Management, LLC | 0.18% | Reduce -8.1% | 4,838 | $2.7M |
| Monograph Wealth Advisors, LLC | 0.37% | No change | 4,837 | $2.7M |
| Austin Private Wealth, LLC | 0.24% | Reduce -1.9% | 4,834 | $2.7M |
| Magnolia Private Wealth, LLC | 2.30% | Add +86.0% | 4,831 | $2.7M |
| Blodgett Wealth Advisors, LLC | 2.31% | Add +11.8% | 4,831 | $2.7M |
| Gratus Wealth Advisors, LLC | 0.44% | Reduce -1.1% | 4,822 | $2.7M |
| Bearing Point Capital, LLC | 0.58% | Add +4.0% | 4,819 | $2.7M |
| Mainstream Capital Management LLC | 2.14% | Add +10.0% | 4,812 | $2.7M |
| Hopwood Financial Services, Inc. | 2.09% | Add +0.3% | 4,811 | $2.7M |
| Gilliland Jeter Wealth Management LLC | 0.95% | Add +2.7% | 4,805 | $2.7M |
| Generation Capital Management LLC | 2.43% | No change | 4,793 | $2.7M |
| Kagan Cocozza Asset Management | 2.19% | Reduce -1.9% | 4,771 | $2.7M |
| Laurel Wealth Planning LLC | 1.78% | Reduce -0.1% | 4,769 | $2.7M |
| Birmingham Capital Management Co. Inc. | 1.01% | Reduce -2.9% | 4,768 | $2.7M |
| Darrow Company, Inc. | 1.49% | Add +0.6% | 4,748 | $2.7M |
| Northwest Capital Management Inc | 1.09% | Reduce -5.4% | 4,739 | $2.7M |
| Alerus Financial NA | 0.21% | Reduce -1.7% | 4,730 | $2.7M |
| First Manhattan Co. Llc. | 0.01% | Reduce -2.5% | 4,708 | $2.6M |
| Archford Capital Strategies, LLC | 0.39% | Add +80.0% | 4,701 | $2.6M |
| Castle Wealth Management LLC | 1.03% | Reduce -1.9% | 4,699 | $2.6M |
| One Wealth Management Investment & Advisory Services, LLC | 4.37% | Reduce -1.1% | 4,695 | $2.6M |
| SRH Advisors, LLC | 0.81% | No change | 4,677 | $2.6M |
| Plancorp, LLC | 0.10% | Add +3.8% | 4,672 | $2.6M |
| Meyer Handelman Co. | 0.09% | No change | 4,670 | $2.6M |
| Sage Rhino Capital LLC | 0.61% | Add +0.0% | 4,666 | $2.6M |
| Ackerman Capital Advisors, LLC | 0.69% | Reduce -0.4% | 4,650 | $2.6M |
| Mengis Capital Management, Inc. | 0.55% | Reduce -2.3% | 4,647 | $2.6M |
| Mairs & Power Inc. | 0.03% | Reduce -0.3% | 4,636 | $2.6M |
| GHP Investment Advisors, Inc. | 0.13% | Add +1.9% | 4,636 | $2.6M |
| GC Wealth Management RIA, LLC | 0.48% | Add +0.2% | 4,634 | $2.6M |
| Gallacher Capital Management LLC | 1.26% | Add +0.7% | 4,614 | $2.6M |
| Montgomery Investment Management Inc. | 1.03% | Add +1.0% | 4,611 | $2.6M |
| Central Bank & Trust Co. | 0.43% | Add +10.6% | 4,606 | $2.6M |
| United Capital Management of KS, Inc. | 0.53% | Reduce -4.2% | 4,600 | $2.6M |
| Forefront Analytics, LLC | 2.96% | Reduce -0.7% | 4,581 | $2.6M |
| Strategic Equity Management | 1.08% | Add +6.5% | 4,580 | $2.6M |
| MBM Wealth Consultants, LLC | 0.76% | Add +0.1% | 4,576 | $2.6M |
| Congress Asset Management Co. | 0.02% | Reduce -72.7% | 4,566 | $2.6M |
| FSM Wealth Advisors, LLC | 0.58% | Reduce -1.7% | 4,566 | $2.6M |
| North Berkeley Wealth Management, LLC | 2.67% | Add +15.1% | 4,560 | $2.6M |
| Kathleen S. Wright Associates Inc. | 1.06% | Reduce -2.4% | 4,555 | $2.6M |
| Discipline Wealth Solutions, LLC | 1.22% | Reduce -2.1% | 4,555 | $2.6M |
| RHS Financial, LLC | 1.43% | Reduce -33.9% | 4,536 | $2.5M |
| Courage Miller Partners, LLC | 0.86% | Reduce -0.3% | 4,515 | $2.5M |
| ORG Partners LLC | 0.65% | Reduce -83.9% | 4,488 | $2.5M |
| Sanders Morris Harris LLC | 0.40% | Add +10.6% | 4,496 | $2.5M |
| Sonora Investment Management Group, LLC | 0.20% | Reduce -5.6% | 4,503 | $2.5M |
| Rik Saylor Financial, Inc. | 2.22% | Add +15.1% | 4,487 | $2.5M |
| Centennial Bank | 1.20% | Reduce -2.3% | 4,476 | $2.5M |
| Alteri Wealth LLC | 1.11% | Add +0.2% | 4,475 | $2.5M |
| Empirical Asset Management, LLC | 0.86% | Add +0.9% | 4,470 | $2.5M |
| Curbstone Financial Management Corp | 0.53% | Reduce -16.8% | 4,462 | $2.5M |
| Wealth Effects LLC | 1.05% | Add +0.6% | 4,458 | $2.5M |
| Foster Dykema Cabot & Partners, LLC | 0.20% | Reduce -0.4% | 4,457 | $2.5M |
| Family Manage LLC | 0.41% | Add +0.1% | 4,450 | $2.5M |
| Goodwin Investment Advisory | 3.87% | Reduce -5.4% | 4,435 | $2.5M |
| VestGen Investment Management | 1.88% | Reduce -34.1% | 4,429 | $2.5M |
| Pineridge Advisors LLC | 0.97% | Reduce -3.3% | 4,418 | $2.5M |
| Beck Mack & Oliver LLC | 0.05% | No change | 4,407 | $2.5M |
| Hobart Private Capital, LLC | 0.62% | Reduce -0.4% | 4,401 | $2.5M |
| Lane & Associates LLC | 1.33% | Add +4.4% | 4,401 | $2.5M |
| Polymer Capital Management (HK) LTD | 0.43% | Add +18.9% | 4,400 | $2.5M |
| Texas Yale Capital Corp. | 0.10% | No change | 4,391 | $2.5M |
| Firestone Capital Management | 0.65% | Add +0.3% | 4,385 | $2.5M |
| Turtle Creek Wealth Advisors, LLC | 0.37% | New | 4,376 | $2.5M |
| LGT Financial Advisors LLC | 7.49% | Add +5.6% | 4,359 | $2.5M |
| Clark Asset Management, LLC | 0.41% | Add +25.2% | 4,365 | $2.5M |
| Breed's Hill Capital LLC | 1.32% | No change | 4,360 | $2.4M |
| Oxinas Partners, LLC | 1.45% | Reduce -0.6% | 4,357 | $2.4M |
| Tudor Financial Inc. | 1.47% | Reduce -38.4% | 4,352 | $2.4M |
| REAP Financial Group, LLC | 0.61% | Reduce -4.9% | 4,348 | $2.4M |
| GW Henssler & Associates Ltd. | 0.14% | Add +23.1% | 4,345 | $2.4M |
| Laurel Wealth Advisors LLC | 0.38% | Reduce -0.1% | 4,344 | $2.4M |
| Falcon Wealth Planning | 0.27% | Reduce -3.6% | 4,332 | $2.4M |
| Flavin Financial Services, Inc. | 2.23% | Reduce -2.1% | 4,318 | $2.4M |
| Fsa Wealth Partners, Inc. | 0.92% | Reduce -8.8% | 4,314 | $2.4M |
| CapWealth Advisors, LLC | 0.26% | No change | 4,313 | $2.4M |
| Edgestream Partners, L.P. | 0.08% | Reduce -39.8% | 4,312 | $2.4M |
| Panoramic Investment Advisors, LLC | 1.63% | Add +0.9% | 4,294 | $2.4M |
| Cobblestone Capital Advisors LLC | 0.13% | Add +8.7% | 4,282 | $2.4M |
| Knightsbridge Asset Management, LLC | 0.63% | Reduce -0.3% | 4,277 | $2.4M |
| Silvia McColl Wealth Management, LLC | 1.82% | No change | 4,275 | $2.4M |
| Hutchens & Kramer Investment Management Group, LLC | 1.32% | Reduce -37.0% | 4,264 | $2.4M |
| Smith Thornton Advisors LLC | 1.49% | Reduce -6.5% | 4,257 | $2.4M |
| TD Asset Management Inc | 0.00% | Reduce -2.9% | 4,251 | $2.4M |
| Truvestments Capital LLC | 0.52% | Add +3.4% | 4,246 | $2.4M |
| Magnolia Capital Advisors LLC | 0.65% | Reduce -0.7% | 4,238 | $2.4M |
| Creative Financial Designs Inc. | 0.19% | Reduce -1.3% | 4,232 | $2.4M |
| SOA Wealth Advisors, LLC. | 0.50% | Reduce -1.3% | 4,228 | $2.4M |
| Van Strum & Towne Inc. | 0.80% | Reduce -6.5% | 4,222 | $2.4M |
| Lincoln Capital LLC | 0.50% | Add +11.9% | 4,479 | $2.4M |
| FF Advisors,LLC | 1.36% | Add +0.0% | 4,192 | $2.4M |
| Old North State Trust, LLC | 1.50% | No change | 4,012 | $2.4M |
| Delta Financial Group, Inc. | 0.54% | Add +0.2% | 4,080 | $2.4M |
| SP Asset Management LLC | 0.21% | Add +0.3% | 4,165 | $2.3M |
| Curat Global, LLC | 2.85% | — | 4,155 | $2.3M |
| Opus Capital Group, LLC | 0.30% | Add +1.5% | 4,150 | $2.3M |
| Mezzasalma Advisors, LLC | 0.80% | Add +41.7% | 4,144 | $2.3M |
| HHM Wealth Advisors, LLC | 0.31% | Reduce -0.6% | 4,138 | $2.3M |
| Wealthcare Capital Management LLC | 0.24% | Reduce -5.6% | 4,129 | $2.3M |
| Patton Fund Management, Inc. | 0.56% | Reduce -92.3% | 4,124 | $2.3M |
| Fiduciary Management Inc. | 0.02% | Reduce -20.4% | 4,113 | $2.3M |
| Ceera Investments, LLC | 0.80% | Add +1.8% | 4,112 | $2.3M |
| Arax Advisory Partners | 0.15% | Reduce -23.7% | 4,106 | $2.3M |
| Resources Management Corp. /CT/ | 0.32% | Reduce -1.6% | 4,107 | $2.3M |
| Ironsides Asset Advisors, LLC | 0.68% | No change | 4,100 | $2.3M |
| Patten & Patten Inc. | 0.15% | Reduce -0.6% | 4,096 | $2.3M |
| Francis Financial, Inc. | 0.56% | Reduce -5.5% | 4,083 | $2.3M |
| Jentner Corp | 0.69% | Reduce -1.0% | 4,079 | $2.3M |
| Naviter Wealth, LLC | 0.28% | Add +9.4% | 4,081 | $2.3M |
| Trust Co of Tennessee | 0.57% | Reduce -16.4% | 4,049 | $2.3M |
| CGN Advisors LLC | 0.22% | Reduce -4.4% | 4,040 | $2.3M |
| ARS Investment Partners, LLC | 0.20% | No change | 3,848 | $2.3M |
| PUREfi Wealth, LLC | 2.25% | Add +6.9% | 4,011 | $2.3M |
| Financial Consulate, Inc. | 0.57% | Reduce -8.8% | 4,004 | $2.2M |
| Mayfair Advisory Group, LLC | 1.29% | Add +0.6% | 3,992 | $2.2M |
| Operose Advisors LLC | 0.74% | Add +4.2% | 3,990 | $2.2M |
| NTV Asset Management LLC | 0.30% | Add +9.2% | 3,989 | $2.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.25% | Reduce -0.0% | 3,971 | $2.2M |
| Riverwater Partners LLC | 1.14% | New | 3,960 | $2.2M |
| Fullerton Fund Management Co Ltd. | 0.14% | Reduce -77.9% | 3,958 | $2.2M |
| SK Wealth Management, LLC | 1.19% | Add +2.4% | 4,303 | $2.2M |
| StoneCrest Wealth Management, Inc. | 1.41% | Reduce -5.3% | 3,953 | $2.2M |
| Cohen Capital Management, Inc. | 0.38% | Add +2.5% | 3,947 | $2.2M |
| ORBA Wealth Advisors, L.L.C. | 1.12% | Add +0.8% | 3,946 | $2.2M |
| PMG Wealth Management, Inc. | 2.35% | Add +0.5% | 3,946 | $2.2M |
| Counterweight Ventures, LLC | 1.58% | Add +6.1% | 3,919 | $2.2M |
| Aspire Capital Advisors LLC | 0.65% | Add +0.0% | 3,903 | $2.2M |
| Baker Tilly Wealth Management, LLC | 0.86% | Add +1.6% | 3,899 | $2.2M |
| Obermeyer Wealth Partners | 0.12% | Reduce -16.0% | 3,887 | $2.2M |
| Key Financial Inc | 0.47% | Reduce -1.6% | 3,885 | $2.2M |
| Clearwater Capital Advisors, LLC | 0.21% | Add +2.7% | 3,879 | $2.2M |
| W.H. Cornerstone Investments Inc. | 1.50% | Reduce -0.9% | 3,873 | $2.2M |
| Disciplined Investments, LLC | 1.00% | Add +5.7% | 3,862 | $2.2M |
| Seven Post Investment Office LP | 0.83% | No change | 3,860 | $2.2M |
| Avantax Planning Partners, Inc. | 0.08% | Reduce -15.0% | 3,859 | $2.2M |
| Garden State Investment Advisory Services LLC | 0.69% | Add +10.9% | 3,853 | $2.2M |
| Continental Investors Services, Inc. | 4.29% | Reduce -0.2% | 3,842 | $2.2M |
| Inspire Advisors, LLC | 0.25% | Add +11.3% | 3,838 | $2.2M |
| Arcadia Wealth Management, Inc. | 1.68% | Add +48.9% | 3,834 | $2.2M |
| Angeles Wealth Management, LLC | 0.18% | Add +0.0% | 3,834 | $2.2M |
| Impact Capital Partners LLC | 0.78% | Add +10.5% | 3,833 | $2.2M |
| Envision Financial LLC | 1.62% | No change | 3,832 | $2.2M |
| United Advisor Group, LLC | 0.44% | Reduce -5.8% | 3,829 | $2.2M |
| Cadence Bank | 0.15% | Add +4.2% | 3,821 | $2.1M |
| Allie Family Office LLC | 1.18% | Add +18.8% | 3,767 | $2.1M |
| Cerro Pacific Wealth Advisors LLC | 0.70% | Reduce -4.0% | 3,645 | $2.1M |
| Sunflower Bank, N.A. | 0.60% | Add +2.0% | 3,792 | $2.1M |
| Denver PWM, LLC | 0.77% | Add +0.0% | 3,783 | $2.1M |
| Essex LLC | 0.46% | Reduce -0.2% | 3,773 | $2.1M |
| Manchester Capital Management LLC | 0.26% | Reduce -54.0% | 3,772 | $2.1M |
| Peak Financial Management, Inc. | 0.63% | Add +5.4% | 3,768 | $2.1M |
| Pennington Partners & Co., LLC | 1.21% | Add +65.9% | 3,760 | $2.1M |
| Client 1ST Advisory Group, LLC | 0.82% | No change | 3,757 | $2.1M |
| Weatherly Asset Management L. P. | 0.19% | Add +1.0% | 3,739 | $2.1M |
| Alpha Cubed Investments, LLC | 0.09% | Reduce -2.8% | 3,738 | $2.1M |
| Woodmont Investment Counsel LLC | 0.15% | Reduce -4.1% | 3,734 | $2.1M |
| Collective Family Office LLC | 0.57% | Reduce -3.3% | 3,724 | $2.1M |
| Rossby Financial, LCC | 0.90% | Add +18.8% | 3,779 | $2.1M |
| Strategic Investment Solutions, Inc. | 0.61% | Reduce -8.3% | 3,709 | $2.1M |
| Maple Capital Management, Inc. | 0.16% | Add +14.0% | 3,711 | $2.1M |
| Versant Capital Management, Inc | 0.35% | No change | 3,706 | $2.1M |
| PCG Wealth Advisors, LLC | 0.73% | Add +22.9% | 3,704 | $2.1M |
| Weik Capital Management | 0.84% | Add +3.1% | 3,695 | $2.1M |
| First PREMIER Bank | 0.53% | Reduce -4.7% | 3,688 | $2.1M |
| Schrum Private Wealth Management LLC | 1.82% | Reduce -3.3% | 3,686 | $2.1M |
| Apeiron RIA LLC | 0.63% | Reduce -89.9% | 3,683 | $2.1M |
| Wedgewood Investors Inc. | 2.43% | No change | 3,643 | $2.0M |
| Lazari Capital Management, Inc. | 0.84% | Reduce -1.7% | 3,637 | $2.0M |
| SeaCrest Wealth Management, LLC | 0.23% | Add +2.9% | 3,628 | $2.0M |
| Aspen Capital Management, LLC | 0.65% | — | 3,625 | $2.0M |
| Headinvest, LLC | 0.40% | Reduce -4.1% | 3,616 | $2.0M |
| Intrust Bank NA | 0.20% | Reduce -5.0% | 3,613 | $2.0M |
| XY Planning Network, Inc. | 1.35% | New | 3,604 | $2.0M |
| Talon Private Wealth, LLC | 0.27% | Reduce -13.6% | 3,600 | $2.0M |
| Advisor OS, LLC | 0.23% | Add +2.3% | 3,597 | $2.0M |
| KFG Wealth Management, LLC | 0.37% | Reduce -6.6% | 3,595 | $2.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Add +36.3% | 3,745 | $2.0M |
| Invera Wealth Advisors, LLC | 1.30% | New | 3,579 | $2.0M |
| Moneco Advisors, LLC | 0.21% | Reduce -24.1% | 3,575 | $2.0M |
| Warren Street Wealth Advisors, LLC | 0.79% | Reduce -0.0% | 3,571 | $2.0M |
| St Germain D J Co. Inc. | 0.09% | Add +4.7% | 3,548 | $2.0M |
| J2 Capital Management Inc | 1.83% | Add +0.2% | 3,545 | $2.0M |
| Islay Capital Management, LLC | 1.35% | Reduce -18.1% | 3,543 | $2.0M |
| Roman Butler Fullerton & Co. | 0.78% | Reduce -9.1% | 3,685 | $2.0M |
| F&V Capital Management, LLC | 0.51% | No change | 3,529 | $2.0M |
| Institute for Wealth Management, LLC. | 0.25% | Reduce -1.2% | 3,529 | $2.0M |
| Fiduciary Advisors, Inc. | 1.96% | Reduce -2.7% | 3,525 | $2.0M |
| Builder Investment Group Inc. | 0.56% | No change | 3,521 | $2.0M |
| Realta Investment Advisors | 0.90% | Reduce -7.4% | 3,519 | $2.0M |
| Bank Ozk | 0.82% | Reduce -5.1% | 3,503 | $2.0M |
| Teramo Advisors, LLC | 0.80% | No change | 3,500 | $2.0M |
| Horan Capital Advisors, LLC. | 0.66% | Add +3.9% | 3,494 | $2.0M |
| Aerodigm Wealth, LLC | 1.09% | Add +13.6% | 3,493 | $2.0M |
| North Star Asset Management Inc. | 0.09% | Reduce -5.3% | 3,492 | $2.0M |
| tru Independence LLC | 0.61% | Reduce -0.5% | 3,491 | $2.0M |
| Grandfield & Dodd, LLC | 0.12% | No change | 3,489 | $2.0M |
| Octavia Wealth Advisors, LLC | 0.24% | Add +4.1% | 3,486 | $2.0M |
| Sentinel Pension Advisors, LLC | 0.36% | Add +0.0% | 3,468 | $1.9M |
| Farmers Trust Co. | 0.37% | Reduce -1.1% | 3,464 | $1.9M |
| Werba Rubin Papier Wealth Management | 0.42% | Reduce -0.3% | 3,462 | $1.9M |
| Indiana Trust & Investment Management Co | 0.70% | Add +6.9% | 3,460 | $1.9M |
| Asset Allocation Strategies LLC | 0.48% | Add +29.6% | 3,455 | $1.9M |
| HBW Advisory Services LLC | 0.28% | Reduce -19.8% | 3,454 | $1.9M |
| Capital Advisors Inc. | 0.04% | Reduce -0.4% | 3,444 | $1.9M |
| Howland Capital Management LLC | 0.09% | Add +0.7% | 3,436 | $1.9M |
| Beck Capital Management, LLC | 0.57% | Reduce -0.9% | 3,434 | $1.9M |
| DBK Financial Counsel, LLC | 1.93% | Reduce -7.0% | 3,431 | $1.9M |
| Bragg Financial Advisors, Inc | 0.08% | Add +42.3% | 3,429 | $1.9M |
| Tradition Wealth Management, LLC | 0.17% | Add +8.4% | 3,423 | $1.9M |
| Sachetta, LLC | 0.79% | Add +2.7% | 3,421 | $1.9M |
| Griffin Asset Management, Inc. | 0.24% | Reduce -0.2% | 3,420 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.31% | Add +16.9% | 3,415 | $1.9M |
| Granite FO LLC | 1.09% | No change | 3,413 | $1.9M |
| Rockbridge Investment Management, LCC | 0.23% | Add +2.5% | 3,411 | $1.9M |
| Pacifica Partners Inc. | 0.87% | Add +16.1% | 3,544 | $1.9M |
| Old Second National Bank of Aurora | 0.45% | Reduce -2.5% | 3,404 | $1.9M |
| Sompo Asset Management Co., Ltd. | 0.35% | Add +102.2% | 3,397 | $1.9M |
| Brown Miller Wealth Management, LLC | 0.66% | Reduce -63.3% | 3,391 | $1.9M |
| Beacon Capital Management, LLC | 0.26% | Reduce -7.0% | 3,391 | $1.9M |
| Financial Symmetry Inc | 1.16% | Add +16.6% | 3,374 | $1.9M |
| ERn Financial, LLC | 0.30% | Reduce -9.4% | 3,369 | $1.9M |
| Cullen/Frost Bankers, Inc. | 0.03% | Reduce -19.8% | 3,369 | $1.9M |
| Moneywise, Inc. | 1.00% | Reduce -5.2% | 3,346 | $1.9M |
| Tableaux LLC | 1.35% | No change | 3,342 | $1.9M |
| Arq Wealth Advisors, LLC | 0.69% | Reduce -3.6% | 3,331 | $1.9M |
| Tompkins Financial Corp. | 0.18% | Reduce -5.0% | 3,323 | $1.9M |
| Peoples Financial Services Corp. | 0.90% | Reduce -9.9% | 3,321 | $1.9M |
| Bridgewater Advisors Inc. | 0.16% | New | 3,346 | $1.9M |
| Regent Peak Wealth Advisors LLC | 0.44% | Add +0.3% | 3,314 | $1.9M |
| Formidable Asset Management, LLC | 0.31% | Reduce -1.5% | 3,313 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Add +96.8% | 3,306 | $1.9M |
| Trust Co. of Toledo NA | 0.25% | No change | 3,296 | $1.9M |
| PSI Advisors, LLC | 0.60% | Reduce -23.8% | 3,295 | $1.9M |
| YANKCOM Partnership | 1.02% | Reduce -0.5% | 3,294 | $1.9M |
| Valley National Advisers Inc. | 0.33% | Reduce -42.6% | 3,281 | $1.8M |
| My Personal CFO, LLC | 0.93% | Add +0.2% | 3,277 | $1.8M |
| Briaud Financial Planning Inc | 0.73% | Add +9.0% | 3,270 | $1.8M |
| Colonial River Investments, LLC | 1.01% | Add +482.4% | 3,267 | $1.8M |
| Heritage Financial Services, LLC | 0.18% | Reduce -0.7% | 3,265 | $1.8M |
| James Investment Research, Inc. | 0.23% | Reduce -1.8% | 3,259 | $1.8M |
| Banque Cantonale Vaudoise | 0.08% | — | 3,260 | $1.8M |
| Whipplewood Advisors, LLC | 1.08% | Reduce -98.5% | 49 | $1.8M |
| Ehrlich Financial Group | 1.33% | Reduce -29.6% | 3,255 | $1.8M |
| SlateStone Wealth, LLC | 0.18% | Add +0.0% | 3,242 | $1.8M |
| Iowa State Bank | 0.39% | Add +0.1% | 3,237 | $1.8M |
| Zullo Investment Group, Inc. | 0.78% | Reduce -1.3% | 3,228 | $1.8M |
| Raffa Wealth Management, LLC | 0.41% | Add +0.3% | 3,226 | $1.8M |
| Values Added Financial LLC | 1.00% | No change | 3,221 | $1.8M |
| Aviance Capital Partners, LLC | 0.25% | Add +0.3% | 3,218 | $1.8M |
| Cannon Financial Strategists, Inc. | 0.31% | Add +1.4% | 3,217 | $1.8M |
| Clarity Wealth Advisors, LLC | 0.50% | Add +1.0% | 3,204 | $1.8M |
| Goldstein Advisors, LLC | 0.26% | Add +1.6% | 3,200 | $1.8M |
| Searle & Co. | 0.51% | No change | 3,194 | $1.8M |
| Riversedge Advisors, LLC | 0.40% | Add +8.2% | 3,194 | $1.8M |
| Archer Investment Corp | 0.47% | Add +8.4% | 3,193 | $1.8M |
| McRae Capital Management Inc. | 0.38% | Reduce -5.2% | 3,186 | $1.8M |
| Live Oak Private Wealth LLC | 0.29% | Reduce -2.3% | 3,180 | $1.8M |
| Greenwich Wealth Management LLC | 0.13% | Reduce -8.0% | 3,168 | $1.8M |
| LTG Capital LLC | 1.62% | Reduce -17.4% | 3,166 | $1.8M |
| Scott Capital Advisors, LLC | 0.53% | Add +3.2% | 3,153 | $1.8M |
| Lazard Freres Gestion S.A.S. | 0.04% | No change | 3,150 | $1.8M |
| Moss Adams Wealth Advisors LLC | 0.19% | Add +28.9% | 3,146 | $1.8M |
| Code Waechter LLC | 1.45% | Add +24.6% | 3,144 | $1.8M |
| Huntleigh Advisors, Inc. | 0.29% | Reduce -11.2% | 3,144 | $1.8M |
| Matrix Asset Advisors Inc. | 0.19% | Reduce -3.8% | 3,143 | $1.8M |
| Narus Financial Partners, LLC | 0.60% | No change | 3,130 | $1.8M |
| Forbes J M & Co. LLP | 0.17% | Add +0.8% | 3,125 | $1.8M |
| 1ST Source Bank | 0.10% | Reduce -7.5% | 3,122 | $1.8M |
| Fortress Financial Group, LLC | 1.74% | Add +0.0% | 3,106 | $1.7M |
| Lockerman Financial Group, Inc. | 2.63% | Add +9.5% | 3,099 | $1.7M |
| Willow Creek Wealth Management Inc. | 0.17% | Reduce -1.9% | 3,095 | $1.7M |
| Israel Discount Bank of New York | 1.34% | Reduce -35.5% | 3,094 | $1.7M |
| FSC Wealth Advisors, LLC | 1.14% | Add +27.4% | 3,087 | $1.7M |
| Blue Fin Capital, Inc. | 0.34% | Add +1.2% | 3,084 | $1.7M |
| Kornitzer Capital Management Inc. | 0.04% | Reduce -2.7% | 3,084 | $1.7M |
| Fingerlakes Wealth Management, Inc. | 1.47% | Reduce -1.5% | 3,082 | $1.7M |
| JFG Wealth Management, LLC | 0.39% | Add +30.6% | 3,077 | $1.7M |
| First Merchants Corp. | 0.07% | Reduce -7.3% | 3,069 | $1.7M |
| Johnson & White Wealth Management, LLC | 0.97% | Add +0.8% | 3,063 | $1.7M |
| Keb Asset Management, LLC | 0.49% | No change | 3,062 | $1.7M |
| DRW Securities, LLC | 0.14% | Reduce -57.2% | 3,043 | $1.7M |
| Arbor Wealth Advisors LLC | 1.52% | Add +0.3% | 3,040 | $1.7M |
| Voisard Asset Management Group, Inc. | 0.50% | Add +0.1% | 3,037 | $1.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -9.8% | 3,036 | $1.7M |
| Advisory Alpha, LLC | 0.06% | Add +3.6% | 3,031 | $1.7M |
| Theory Financial LLC | 0.72% | Reduce -9.7% | 3,019 | $1.7M |
| Signature Wealth Management Partners, LLC | 1.11% | Add +4.3% | 3,018 | $1.7M |
| LexAurum Advisors, LLC | 0.33% | Add +2.8% | 3,015 | $1.7M |
| OneAscent Financial Services LLC | 0.11% | Add +51.0% | 3,012 | $1.7M |
| CNB Bank | 0.86% | Reduce -0.6% | 3,013 | $1.7M |
| Bath Savings Trust Co | 0.18% | Add +126.8% | 3,012 | $1.7M |
| Atlantic Private Wealth, LLC | 1.25% | Reduce -0.4% | 3,012 | $1.7M |
| Triad Wealth Partners, LLC | 0.53% | Add +1.9% | 3,011 | $1.7M |
| Bolthouse Investments, LLC | 1.75% | No change | 2,993 | $1.7M |
| Exchange Capital Management, Inc. | 0.27% | Reduce -17.4% | 2,992 | $1.7M |
| Community Trust & Investment Co. | 0.11% | Reduce -64.9% | 2,992 | $1.7M |
| ZEGA Investments, LLC | 0.49% | Reduce -62.9% | 2,988 | $1.7M |
| Coastal Bridge Advisors, LLC | 0.24% | Add +454.9% | 2,980 | $1.7M |
| TCV Trust & Wealth Management, Inc. | 0.15% | Reduce -9.4% | 2,974 | $1.7M |
| KG Capital Management | 0.54% | Add +3.2% | 2,958 | $1.7M |
| Corundum Trust Company, INC | 4.79% | No change | 2,957 | $1.7M |
| Johnson Financial Group, LLC | 0.18% | Add +50.2% | 2,956 | $1.7M |
| GEM Asset Management, LLC | 0.93% | No change | 2,943 | $1.7M |
| Bordeaux Wealth Advisors LLC | 0.31% | Add +1.6% | 2,950 | $1.7M |
| Second Line Capital, LLC | 0.43% | New | 2,944 | $1.7M |
| Smithbridge Asset Management Inc. | 0.31% | — | 2,941 | $1.7M |
| Advance Capital Management, Inc. | 0.08% | Add +0.1% | 2,940 | $1.7M |
| Philadelphia Trust Co. | 0.14% | No change | 2,938 | $1.7M |
| Parthenon LLC | 0.20% | Reduce -0.3% | 2,937 | $1.7M |
| MMBG Investment Advisors Co. | 0.19% | No change | 2,924 | $1.6M |
| Watts Gwilliam & Co., LLC | 0.36% | Add +22.1% | 2,923 | $1.6M |
| STAR Financial Bank | 1.20% | Add +98.8% | 2,921 | $1.6M |
| Allegheny Financial Group | 0.42% | Reduce -16.9% | 2,919 | $1.6M |
| Osborne Partners Capital Management, LLC | 0.09% | Reduce -7.0% | 2,907 | $1.6M |
| Monetary Management Group Inc. | 0.44% | Add +22.1% | 2,900 | $1.6M |
| Benin Management CORP | 0.46% | Add +1.4% | 2,890 | $1.6M |
| Sebold Capital Management, Inc. | 1.06% | Reduce -4.5% | 2,872 | $1.6M |
| Cora Capital Advisors LLC | 0.77% | No change | 2,848 | $1.6M |
| FreeGulliver LLC | 0.81% | Reduce -3.5% | 2,842 | $1.6M |
| Sandhill Capital Partners LLC | 0.13% | Reduce -3.2% | 2,841 | $1.6M |
| Berger Financial Group, Inc | 0.11% | Reduce -4.8% | 2,838 | $1.6M |
| Texas Capital Bank Wealth Management Services Inc | 0.16% | Add +4.2% | 2,838 | $1.6M |
| Ellevest, Inc. | 0.11% | Add +0.1% | 2,836 | $1.6M |
| Prossimo Advisors, LLC | 1.20% | Add +0.2% | 2,834 | $1.6M |
| Quent Capital, LLC | 0.17% | Reduce -80.0% | 2,825 | $1.6M |
| Brandywine Oak Private Wealth LLC | 0.16% | Add +0.2% | 2,823 | $1.6M |
| Donaldson Capital Management, LLC | 0.06% | Add +88.6% | 2,822 | $1.6M |
| Toronto Dominion Bank | 0.00% | Reduce -0.4% | 2,814 | $1.6M |
| Financial Advisors, LLC | 0.31% | Reduce -1.3% | 2,798 | $1.6M |
| Rebalance, LLC | 0.12% | Add +17.2% | 2,793 | $1.6M |
| Roble, Belko & Company, Inc | 0.25% | Reduce -0.1% | 2,793 | $1.6M |
| First Community Trust NA | 1.37% | No change | 2,785 | $1.6M |
| Traveka Wealth, LLC | 0.88% | Reduce -0.3% | 2,785 | $1.6M |
| Embree Financial Group | 0.26% | Add +18.4% | 2,777 | $1.6M |
| Founders Grove Wealth Partners, LLC | 0.43% | Add +39.5% | 2,776 | $1.6M |
| MBA Advisors LLC | 0.77% | Reduce -9.5% | 2,775 | $1.6M |
| Austin Asset Management Co Inc | 0.34% | Add +1.3% | 2,773 | $1.6M |
| LM Advisors LLC | 0.28% | Reduce -10.9% | 2,766 | $1.6M |
| Vista Finance, LLC | 1.34% | No change | 2,758 | $1.5M |
| Forza Wealth Management, LLC | 0.70% | Reduce -1.8% | 2,754 | $1.5M |
| Saxon Interests, Inc. | 0.72% | Reduce -2.0% | 2,739 | $1.5M |
| Morton Capital Management LLC | 0.30% | Add +0.4% | 2,728 | $1.5M |
| Capital Investment Counsel, LLC | 0.25% | Reduce -10.7% | 2,727 | $1.5M |
| Accurate Wealth Management, LLC | 0.29% | Reduce -26.6% | 2,854 | $1.5M |
| Faithward Advisors, LLC | 0.27% | No change | 2,722 | $1.5M |
| Kelman-Lazarov, Inc. | 0.28% | Add +11.1% | 2,717 | $1.5M |
| Juncture Wealth Strategies, LLC | 0.59% | Add +1.5% | 2,715 | $1.5M |
| Kings Path Partners LLC | 0.74% | No change | 2,709 | $1.5M |
| 17 Capital Partners, LLC | 0.98% | Add +5.6% | 2,704 | $1.5M |
| Engineers Gate Manager LP | 0.03% | New | 2,697 | $1.5M |
| Mosaic Family Wealth Partners, LLC | 0.21% | Add +23.0% | 2,686 | $1.5M |
| Sierra Ocean, LLC | 1.19% | No change | 2,679 | $1.5M |
| Westfuller Advisors, LLC | 1.00% | Reduce -83.4% | 2,669 | $1.5M |
| MKT Advisors LLC | 0.70% | No change | 2,960 | $1.5M |
| Albion Financial Group | 0.11% | Add +1078.8% | 2,664 | $1.5M |
| Round Rock Advisors LLC | 0.28% | Add +0.5% | 2,664 | $1.5M |
| Epiq Partners, LLC | 0.83% | Add +0.1% | 2,661 | $1.5M |
| Fonville Wealth Management LLC | 0.44% | Reduce -9.3% | 2,658 | $1.5M |
| Intelligence Driven Advisers, LLC | 0.29% | Add +4.1% | 2,645 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.21% | Reduce -0.6% | 2,640 | $1.5M |
| Wealth Advisory Solutions, LLC | 0.39% | Add +10.5% | 2,637 | $1.5M |
| Acorn Financial Advisory Services Inc. | 0.27% | Reduce -15.1% | 2,622 | $1.5M |
| Capital Square, LLC | 0.86% | Add +0.5% | 2,621 | $1.5M |
| Excalibur Management Corp. | 0.58% | Add +0.0% | 2,621 | $1.5M |
| Arbor Investment Advisors, LLC | 0.20% | Reduce -1.5% | 2,616 | $1.5M |
| Family Wealth Partners, LLC | 0.67% | Reduce -0.4% | 2,616 | $1.5M |
| Bay Capital Advisors, LLC | 1.22% | Reduce -4.6% | 2,615 | $1.5M |
| Christensen, King & Associates Investment Services, Inc. | 0.70% | Add +19.3% | 2,540 | $1.5M |
| Boston Trust Walden Corp | 0.01% | No change | 2,606 | $1.5M |
| Tradewinds, LLC. | 0.41% | Add +0.4% | 2,605 | $1.5M |
| McGuire Investment Group, LLC | 0.22% | Reduce -0.5% | 2,602 | $1.5M |
| Axiom Investors LLC | 0.01% | Add +73.3% | 2,600 | $1.5M |
| Howard Bailey Securities, LLC | 0.49% | Add +13.1% | 2,599 | $1.5M |
| MJP Associates Inc. | 0.26% | Add +0.1% | 2,598 | $1.5M |
| First National Bank & Trust Co. of Newtown | 0.31% | Add +20.8% | 2,598 | $1.5M |
| L.K. Benson & Company, P.C. | 1.01% | Add +129.8% | 2,595 | $1.5M |
| Rodgers & Associates, LTD | 0.18% | Reduce -0.3% | 2,591 | $1.5M |
| Everett Harris & Co. | 0.02% | Reduce -1.1% | 2,581 | $1.5M |
| HFG Advisors, Inc. | 1.24% | No change | 2,581 | $1.5M |
| DDD Partners, LLC | 0.18% | Add +0.6% | 2,581 | $1.5M |
| Lakewood Asset Management LLC | 0.98% | No change | 2,577 | $1.4M |
| True North Advisors, LLC | 0.26% | New | 2,572 | $1.4M |
| Altiora Financial Group, LLC | 0.31% | No change | 2,568 | $1.4M |
| LCNB Corp. | 0.53% | Add +1.1% | 2,559 | $1.4M |
| Mechanics Bank Trust Department | 0.20% | Reduce -1.2% | 2,555 | $1.4M |
| Tanglewood Legacy Advisors, LLC | 0.62% | Reduce -1.4% | 2,530 | $1.4M |
| Ervin Investment Management, LLC | 0.96% | Reduce -3.6% | 2,524 | $1.4M |
| Mayport, LLC | 0.39% | Add +0.7% | 2,521 | $1.4M |
| Team Hewins, LLC | 0.55% | No change | 2,511 | $1.4M |
| Vista Capital Partners, Inc. | 0.17% | Reduce -13.5% | 2,510 | $1.4M |
| PBMares Wealth Management LLC | 0.28% | Reduce -23.8% | 2,505 | $1.4M |
| Parkside Advisors LLC | 0.34% | No change | 2,485 | $1.4M |
| Sheaff Brock Investment Advisors, LLC | 0.13% | Add +66.1% | 2,482 | $1.4M |
| Financial Network Wealth Advisors LLC | 1.83% | Add +97.8% | 2,481 | $1.4M |
| Prentiss Smith & Co. Inc. | 0.90% | Add +3.6% | 2,473 | $1.4M |
| Range Financial Group LLC | 0.62% | Reduce -0.8% | 2,469 | $1.4M |
| Carl P. Sherr & Co., LLC | 0.76% | No change | 2,467 | $1.4M |
| Gibbs Wealth Management | 0.33% | Add +11.5% | 2,466 | $1.4M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 2,475 | $1.4M |
| Klingenstein Fields & Co. LP | 0.06% | Add +17.4% | 2,455 | $1.4M |
| Impact Partnership Wealth, LLC | 0.29% | Reduce -4.1% | 2,446 | $1.4M |
| F/m Investments LLC | 0.05% | Add +42.7% | 2,672 | $1.4M |
| Next Level Wealth Planning, LLC | 1.04% | Add +6.5% | 2,433 | $1.4M |
| Samalin Investment Counsel, LLC | 0.55% | Add +5.8% | 2,425 | $1.4M |
| GEN Financial Management, INC. | 0.92% | Reduce -3.0% | 2,420 | $1.4M |
| Haverford Financial Services, Inc. | 0.42% | Add +132.7% | 2,420 | $1.4M |
| Geometric Wealth Advisors | 0.23% | No change | 2,418 | $1.4M |
| Brown Financial Advisory | 0.86% | Reduce -1.1% | 2,416 | $1.4M |
| Toth Financial Advisory Corp. | 0.16% | Reduce -8.0% | 2,411 | $1.4M |
| Bogart Wealth, LLC | 0.06% | Reduce -0.3% | 2,409 | $1.4M |
| Guardian Asset Advisors, LLC | 0.88% | Reduce -7.2% | 2,415 | $1.4M |
| Randolph Co Inc | 0.16% | Reduce -4.7% | 2,405 | $1.4M |
| Waterfront Wealth Inc. | 0.33% | Reduce -2.4% | 2,398 | $1.3M |
| Avantra Family Wealth, Inc. | 1.29% | Reduce -4.3% | 2,396 | $1.3M |
| Lee Danner & Bass Inc. | 0.11% | Reduce -0.4% | 2,393 | $1.3M |
| Cibc World Markets Corp. | 0.01% | Add +0.8% | 2,392 | $1.3M |
| Clientfirst Wealth Management, LLC | 1.52% | No change | 2,391 | $1.3M |
| Seneca Financial Advisors LLC | 0.65% | No change | 2,390 | $1.3M |
| Violich Capital Management, Inc. | 0.18% | Add +5.0% | 2,378 | $1.3M |
| Accel Wealth Management | 0.48% | Reduce -8.0% | 2,371 | $1.3M |
| E&G Advisors, LLC | 0.38% | Reduce -8.0% | 2,371 | $1.3M |
| Family Office Research LLC | 0.65% | Reduce -11.2% | 2,370 | $1.3M |
| Athena Investment Management | 0.80% | No change | 2,363 | $1.3M |
| NCM Capital Management, LLC | 0.60% | Reduce -0.9% | 2,363 | $1.3M |
| ABLE Financial Group, LLC | 0.37% | Add +9.9% | 2,361 | $1.3M |
| Washington Trust Advisors, Inc. | 0.12% | Add +0.4% | 2,357 | $1.3M |
| Destiny Wealth Partners, LLC | 0.21% | Add +0.0% | 2,356 | $1.3M |
| Camden National Bank | 0.20% | Reduce -1.1% | 2,356 | $1.3M |
| Burling Wealth Partners, LLC | 0.28% | Add +26.2% | 2,347 | $1.3M |
| Copia Wealth Management | 1.21% | Reduce -1.2% | 2,336 | $1.3M |
| Cura Wealth Advisors, LLC | 0.53% | Add +36.1% | 2,330 | $1.3M |
| Crew Capital Management, Ltd | 1.07% | Add +8.8% | 2,327 | $1.3M |
| RoundAngle Advisors LLC | 1.20% | Add +2.2% | 2,327 | $1.3M |
| Cabot Wealth Management Inc. | 0.17% | Reduce -1.7% | 2,327 | $1.3M |
| Mendel Capital Management LLC | 0.79% | Add +0.0% | 2,326 | $1.3M |
| SkyOak Wealth, LLC | 0.29% | Reduce -5.6% | 2,324 | $1.3M |
| Crown Wealth Group, LLC | 0.68% | Reduce -25.3% | 2,324 | $1.3M |
| Skyline Advisors, Inc. | 0.51% | No change | 2,318 | $1.3M |
| Patron Partners, LLC | 0.70% | Add +1.7% | 2,312 | $1.3M |
| Fortitude Advisory Group L.L.C. | 0.93% | Reduce -6.5% | 2,456 | $1.3M |
| Parcion Private Wealth LLC | 0.11% | Add +41.6% | 2,306 | $1.3M |
| Mullaney, Keating & Wright, Inc. | 0.87% | Reduce -9.4% | 2,304 | $1.3M |
| Bank of Marin | 1.65% | Reduce -1.2% | 2,302 | $1.3M |
| Atlas Private Wealth Advisors | 0.18% | Reduce -9.1% | 2,295 | $1.3M |
| Clarius Group, LLC | 0.08% | Add +0.2% | 2,293 | $1.3M |
| Uptown Financial Advisors LLC | 1.33% | No change | 2,292 | $1.3M |
| FWL Investment Management, LLC | 0.48% | Reduce -18.0% | 2,290 | $1.3M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.32% | No change | 2,282 | $1.3M |
| Pitti Group Wealth Management, LLC | 1.31% | Add +1.6% | 2,280 | $1.3M |
| Arthur M. Cohen & Associates, LLC | 0.25% | Add +1.9% | 2,276 | $1.3M |
| Midwest Heritage Bank, FSB | 0.53% | No change | 2,276 | $1.3M |
| Clarendon Private LLC | 1.35% | Add +7.4% | 2,275 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.17% | Add +0.2% | 2,270 | $1.3M |
| Smith Salley Wealth Management | 0.08% | Reduce -0.8% | 2,269 | $1.3M |
| Burney Co./ | 0.05% | Reduce -18.9% | 2,268 | $1.3M |
| Diversify Wealth Management, LLC | 0.09% | Reduce -17.2% | 2,288 | $1.3M |
| Intergy Private Wealth, LLC | 0.48% | Reduce -4.1% | 2,268 | $1.3M |
| Canopy Partners, LLC | 0.49% | Reduce -7.3% | 2,253 | $1.3M |
| Revere Asset Management, Inc | 1.36% | Add +260.8% | 2,248 | $1.3M |
| McClarren Financial Advisors, Inc. | 0.83% | New | 3,207 | $1.3M |
| Oak Harvest Investment Services | 0.18% | Add +1.6% | 2,247 | $1.3M |
| Reinhart Partners, Llc. | 0.05% | No change | 2,245 | $1.3M |
| Greenspring Advisors, LLC | 0.30% | Reduce -2.8% | 2,241 | $1.3M |
| Oregon Pacific Wealth Management, LLC | 1.26% | Reduce -45.6% | 2,239 | $1.3M |
| Crux Wealth Advisors | 0.65% | Reduce -1.6% | 2,238 | $1.3M |
| Prepared Retirement Institute LLC | 0.80% | Reduce -11.2% | 2,238 | $1.3M |
| Means Investment Co., Inc. | 0.13% | Reduce -3.9% | 2,237 | $1.3M |
| Talisman Wealth Advisors LLC | 1.29% | Add +14.0% | 2,228 | $1.3M |
| SJS Investment Consulting Inc. | 0.21% | Add +33.2% | 2,227 | $1.3M |
| Capstone Wealth Management Group, LLC | 0.71% | Reduce -0.8% | 2,224 | $1.2M |
| Hickory Point Bank & Trust | 1.09% | Add +116.3% | 2,208 | $1.2M |
| Center for Financial Planning, Inc. | 0.16% | Add +156.6% | 2,207 | $1.2M |
| Corrado Advisors, LLC | 0.82% | Reduce -6.4% | 2,192 | $1.2M |
| Beese Fulmer Investment Management, Inc. | 0.11% | Add +10.4% | 2,189 | $1.2M |
| FMB Wealth Management | 0.68% | Add +3.7% | 2,181 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.71% | Reduce -8.7% | 2,180 | $1.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.50% | Add +3.8% | 2,324 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Add +2.4% | 2,180 | $1.2M |
| Frederick Financial Consultants, LLC | 0.88% | Add +9.0% | 2,177 | $1.2M |
| Spinnaker Trust | 0.08% | Add +5.3% | 2,171 | $1.2M |
| CCG Wealth Management, LLC | 0.73% | Add +0.3% | 2,160 | $1.2M |
| Morningstar Investment Services LLC | 0.22% | Reduce -62.1% | 2,155 | $1.2M |
| Tiemann Investment Advisors, LLC | 0.55% | Reduce -1.9% | 2,154 | $1.2M |
| White Lighthouse Investment Management Inc. | 0.22% | Reduce -1.5% | 2,147 | $1.2M |
| Drake & Associates, LLC | 0.34% | Add +12.2% | 2,145 | $1.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.29% | Reduce -4.6% | 2,144 | $1.2M |
| Hunter Perkins Capital Management, LLC | 0.28% | New | 2,140 | $1.2M |
| Smart Money Group LLC | 0.41% | Reduce -79.6% | 2,137 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.10% | Add +27.4% | 2,136 | $1.2M |
| Highline Wealth Partners LLC | 0.40% | Reduce -9.6% | 2,135 | $1.2M |
| Cannon Wealth Management Services, LLC | 1.07% | Reduce -0.7% | 2,128 | $1.2M |
| MBL Wealth, LLC | 0.12% | Add +10.1% | 2,127 | $1.2M |
| Factor Wealth Management LTD | 0.37% | Reduce -1.6% | 2,125 | $1.2M |
| Hummer Financial Advisory Services Inc | 0.97% | Add +31.6% | 2,119 | $1.2M |
| D. Scott Neal, Inc. | 0.66% | Reduce -5.3% | 2,118 | $1.2M |
| Wealthquest Corp | 0.10% | Reduce -3.3% | 2,112 | $1.2M |
| S&T Bank | 0.39% | No change | 2,108 | $1.2M |
| Southeast Asset Advisors, LLC | 0.14% | Add +2.3% | 2,105 | $1.2M |
| Yarbrough Capital, LLC | 0.05% | No change | 2,098 | $1.2M |
| Independent Investors Inc. | 0.25% | Add +0.1% | 2,096 | $1.2M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.20% | Add +31.2% | 2,093 | $1.2M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.42% | Reduce -1.2% | 2,091 | $1.2M |
| Councilor Wealth, LLC | 0.58% | Reduce -25.6% | 2,079 | $1.2M |
| Focused Wealth Management, Inc | 0.16% | Reduce -3.8% | 2,079 | $1.2M |
| Security National Bank of So Dak | 0.66% | Reduce -1.8% | 2,076 | $1.2M |
| Financial Advisors Network, Inc. | 0.19% | Add +6.3% | 2,075 | $1.2M |
| Harvest Investment Services, LLC | 0.32% | Add +2.1% | 2,074 | $1.2M |
| WealthTrust Axiom LLC | 0.35% | Add +9.4% | 2,071 | $1.2M |
| Cape Investment Advisory, Inc. | 0.46% | Reduce -5.7% | 2,066 | $1.2M |
| Cable Hill Partners, LLC | 0.11% | Add +15.2% | 2,079 | $1.2M |
| Precision Wealth Strategies, LLC | 0.89% | New | 2,064 | $1.2M |
| Brookmont Capital Management | 0.65% | Reduce -8.8% | 2,061 | $1.2M |
| Bradyco, Inc. | 0.88% | Add +12.7% | 2,054 | $1.2M |
| Sara-Bay Financial | 0.51% | Add +3.9% | 2,067 | $1.2M |
| Y.D. More Investments Ltd | 0.10% | Reduce -47.7% | 2,042 | $1.1M |
| Cozad Asset Management Inc. | 0.11% | Add +1.2% | 2,041 | $1.1M |
| Accretive Wealth Partners, LLC | 0.40% | Add +6.9% | 2,031 | $1.1M |
| Vista Investment Management | 0.44% | Reduce -0.5% | 2,016 | $1.1M |
| Sightline Wealth Advisors, LLC | 0.60% | Reduce -7.1% | 2,013 | $1.1M |
| Northwest Financial Advisors | 0.94% | Reduce -1.8% | 2,011 | $1.1M |
| Ballast Advisors LLC | 0.36% | Reduce -6.5% | 2,009 | $1.1M |
| Redwood Investment Management, LLC | 0.12% | Reduce -6.0% | 2,005 | $1.1M |
| Hardin Capital Partners, LLC | 0.69% | Reduce -1.4% | 2,003 | $1.1M |
| Garrett Wealth Advisory Group, LLC | 0.25% | Reduce -6.8% | 2,002 | $1.1M |
| Integras Partners LLC | 1.08% | Reduce -3.0% | 2,001 | $1.1M |
| MADDEN SECURITIES Corp | 0.44% | No change | 2,000 | $1.1M |
| Root Financial Partners, LLC | 0.12% | Add +30.7% | 1,998 | $1.1M |
| Joule Financial, LLC | 0.39% | No change | 1,988 | $1.1M |
| Prosperity Wealth Management, Inc. | 0.52% | Add +4.5% | 1,984 | $1.1M |
| Potomac Fund Management Inc. | 0.49% | Reduce -99.8% | 2,147 | $1.1M |
| Balanced Wealth Group LLC | 0.54% | Reduce -3.2% | 1,971 | $1.1M |
| Leigh Baldwin & Co., LLC | 0.89% | Add +10.2% | 1,969 | $1.1M |
| Ardent Capital Management, Inc. | 0.48% | No change | 1,966 | $1.1M |
| Global View Capital Management LLC | 0.40% | Reduce -67.7% | 1,961 | $1.1M |
| Brandywine Trust Co. | 0.17% | Add +105.9% | 1,958 | $1.1M |
| Nvest Financial, LLC | 0.59% | Reduce -2.5% | 1,955 | $1.1M |
| Ridgeline Wealth Planning, LLC | 1.08% | Add +49.5% | 1,952 | $1.1M |
| Guidance Capital, Inc. | 0.33% | Add +34.7% | 1,923 | $1.1M |
| Bond & Devick Financial Network, Inc. | 0.40% | Reduce -10.9% | 1,945 | $1.1M |
| Clarity Capital Partners LLC | 0.44% | Reduce -1.6% | 1,944 | $1.1M |
| Fort Sheridan Advisors LLC | 0.17% | Reduce -1.2% | 1,942 | $1.1M |
| A&I Financial Services, LLC | 0.74% | Add +195.4% | 1,941 | $1.1M |
| Almanack Investment Partners, LLC. | 0.22% | Reduce -54.1% | 1,937 | $1.1M |
| Long Run Wealth Advisors, LLC | 0.25% | Add +22.4% | 1,936 | $1.1M |
| Birchcreek Wealth Management, LLC | 0.68% | Reduce -10.4% | 1,930 | $1.1M |
| Karani Asset Management LLC | 1.14% | Reduce -23.4% | 1,924 | $1.1M |
| Dodds Wealth, LLC | 0.35% | Reduce -3.8% | 1,919 | $1.1M |
| Affinity Wealth Management LLC | 0.20% | Reduce -0.2% | 1,918 | $1.1M |
| Sensible Money, LLC | 0.46% | Reduce -0.2% | 1,913 | $1.1M |
| Guardian Financial Partners, LLC | 0.51% | New | 1,913 | $1.1M |
| Jim Saulnier & Associates, LLC | 0.83% | Add +8.7% | 1,907 | $1.1M |
| Creegan & Nassoura Financial Group, LLC | 0.71% | No change | 1,904 | $1.1M |
| Wells Financial Advisors INC | 1.47% | Add +0.2% | 1,902 | $1.1M |
| Members Trust Co | 0.04% | Add +13.4% | 1,902 | $1.1M |
| Ballast, Inc. | 0.30% | Reduce -0.4% | 1,900 | $1.1M |
| Princeton Global Asset Management LLC | 0.21% | Reduce -2.4% | 1,896 | $1.1M |
| Community Financial Services Group, LLC | 0.23% | Reduce -64.3% | 1,895 | $1.1M |
| Hartford Funds Management Co LLC | 0.10% | Add +32.7% | 1,892 | $1.1M |
| Van Cleef Asset Management,Inc | 0.12% | Reduce -14.6% | 1,889 | $1.1M |
| Consolidated Portfolio Review Corp | 0.17% | Add +36.9% | 1,883 | $1.1M |
| Transce3nd, LLC | 0.47% | Reduce -5.3% | 1,883 | $1.1M |
| Calton & Associates, Inc. | 0.24% | Add +25.3% | 1,882 | $1.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.23% | Reduce -2.1% | 1,952 | $1.1M |
| Roberts Wealth Advisors, LLC | 0.33% | Reduce -13.6% | 1,881 | $1.1M |
| Correct Capital Wealth Management | 0.21% | No change | 1,879 | $1.1M |
| Agate Pass Investment Management, LLC | 0.45% | Add +3.1% | 1,879 | $1.1M |
| Garde Capital, Inc. | 0.06% | Add +0.1% | 1,877 | $1.1M |
| Chicago Wealth Management, Inc. | 0.55% | Reduce -2.0% | 1,868 | $1.0M |
| Spartan Planning & Wealth Management | 1.01% | Reduce -60.6% | 1,863 | $1.0M |
| Planning Center, Inc. | 0.12% | Reduce -10.4% | 1,862 | $1.0M |
| Advocacy Wealth Management, LLC | 0.07% | Reduce -1.4% | 1,862 | $1.0M |
| TPG Financial Advisors, LLC | 0.46% | Add +24.8% | 1,860 | $1.0M |
| Cortland Associates Inc. | 0.13% | Reduce -4.7% | 1,860 | $1.0M |
| Penney Financial, LLC | 0.68% | No change | 1,854 | $1.0M |
| Cannell & Spears LLC | 0.02% | Reduce -12.5% | 1,850 | $1.0M |
| LifeWealth Investments, LLC | 0.50% | Add +58.1% | 1,850 | $1.0M |
| Princeton Capital Management LLC | 0.37% | Reduce -33.2% | 1,849 | $1.0M |
| Hamilton Capital, LLC | 0.06% | Add +0.1% | 1,846 | $1.0M |
| Register Financial Advisors LLC | 0.54% | Add +44.4% | 1,844 | $1.0M |
| Silicon Valley Capital Partners | 0.14% | Add +0.3% | 1,854 | $1.0M |
| Rollins Financial Advisors, LLC | 0.18% | Reduce -8.4% | 1,841 | $1.0M |
| TruNorth Capital Management, LLC | 0.26% | Add +36.2% | 1,837 | $1.0M |
| Relyea Zuckerberg Hanson LLC | 0.14% | No change | 1,836 | $1.0M |
| Sequent Asset Management, LLC | 0.57% | Reduce -10.3% | 1,836 | $1.0M |
| Running Point Capital Advisors, LLC | 0.33% | Add +303.1% | 1,834 | $1.0M |
| Seascape Capital Management | 0.36% | Reduce -20.6% | 1,830 | $1.0M |
| Global Assets Advisory, LLC | 0.19% | Add +188.6% | 1,922 | $1.0M |
| Moment Partners, LLC | 0.20% | Add +24.8% | 1,829 | $1.0M |
| Bill Few Associates, Inc. | 0.37% | Reduce -1.2% | 1,827 | $1.0M |
| IronBridge Private Wealth, LLC | 0.40% | Reduce -0.2% | 1,825 | $1.0M |
| Rothschild Investment LLC | 0.07% | Add +1.6% | 1,813 | $1.0M |
| Mission Financial Group, LLC | 0.93% | — | 1,550 | $1.0M |
| TrinityBridge Ltd | 0.03% | Add +25.4% | 1,794 | $1.0M |
| Lavaca Capital LLC | 0.46% | Reduce -57.5% | 1,789 | $1.0M |
| Sage Capital Management, LLC | 0.55% | Add +1.1% | 1,788 | $1.0M |
| Citizens Business Bank | 0.22% | Add +184.2% | 1,776 | $998K |
| Atwood & Palmer Inc. | 0.07% | Reduce -17.1% | 1,760 | $989K |
| Kelly Financial Group LLC | 0.31% | Reduce -1.1% | 1,760 | $989K |
| Rather & Kittrell, Inc. | 0.21% | Reduce -0.2% | 1,758 | $988K |
| Pure Portfolios Holdings LLC | 0.36% | Reduce -0.2% | 1,752 | $984K |
| Black Swift Group, LLC | 0.22% | Add +114.8% | 1,751 | $984K |
| Woodside Wealth Management LLC | 0.91% | — | 1,750 | $983K |
| Better Money Decisions, LLC | 0.65% | Add +7.2% | 1,744 | $980K |
| Tocqueville Asset Management L.P. | 0.02% | No change | 1,742 | $979K |
| Herold Advisors, Inc. | 0.21% | Reduce -17.8% | 1,739 | $978K |
| Avalon Trust Co | 0.08% | No change | 1,738 | $977K |
| CFO4Life Group, LLC | 0.16% | Add +2.6% | 1,738 | $976K |
| Trinity Wealth Management, LLC | 0.45% | Reduce -0.2% | 1,735 | $975K |
| Peachtree Investment Partners, LLC | 0.38% | Reduce -7.6% | 1,733 | $974K |
| Redmond Asset Management, LLC | 0.25% | Add +0.2% | 1,733 | $974K |
| LongView Wealth Management | 0.29% | Add +15.6% | 1,731 | $973K |
| Capital City Trust Co. | 0.27% | No change | 1,726 | $970K |
| Insight Wealth Strategies, LLC | 0.13% | Add +1.0% | 1,726 | $970K |
| Brooks, Moore & Associates, Inc. | 0.55% | Add +6.2% | 1,725 | $969K |
| Montz Harcus Wealth Management LLC | 0.53% | Add +5.9% | 1,720 | $966K |
| Dunhill Financial, LLC | 0.44% | Add +118.3% | 1,709 | $960K |
| Marshall Financial Group, LLC | 0.21% | Reduce -13.5% | 1,708 | $960K |
| Plan A Wealth LLC | 0.74% | Reduce -6.9% | 1,708 | $960K |
| Timber Creek Capital Management LLC | 0.26% | No change | 1,706 | $959K |
| Horizon Wealth Management, LLC | 0.16% | Add +0.1% | 1,703 | $957K |
| Stephens Consulting, LLC | 0.24% | Reduce -0.9% | 1,702 | $956K |
| Balboa Wealth Partners | 0.23% | Add +16.3% | 1,694 | $952K |
| Cornerstone National Bank & Trust Co | 0.43% | Add +97.3% | 1,691 | $950K |
| Keener Financial Planning LLC | 0.62% | No change | 1,688 | $948K |
| AssuredPartners Investment Advisors, LLC | 0.18% | Add +20.4% | 1,684 | $946K |
| Aspen Wealth Management LLC | 0.27% | Add +0.3% | 1,682 | $945K |
| Towneley Capital Management, Inc / DE | 0.22% | Reduce -0.1% | 1,680 | $944K |
| Gerber, LLC | 0.78% | Reduce -1.9% | 1,671 | $939K |
| Liberty Square Wealth Partners LLC | 0.36% | Add +2.3% | 1,665 | $936K |
| Vishria Bird Financial Group, LLC | 0.32% | New | 1,664 | $935K |
| Sandbox Financial Partners, LLC | 0.33% | Add +0.4% | 1,660 | $933K |
| FSB Premier Wealth Management, Inc. | 0.36% | Reduce -9.9% | 1,649 | $927K |
| Marks Group Wealth Management, Inc | 0.09% | Reduce -1.2% | 1,647 | $925K |
| Wealth Advisors of Tampa Bay, LLC | 0.38% | No change | 1,646 | $925K |
| McHugh Group, LLC | 0.71% | Reduce -16.4% | 1,644 | $924K |
| Safeguard Financial, LLC | 0.20% | Add +13.9% | 1,640 | $922K |
| Legacy Wealth Managment, LLC | 0.67% | Add +694.7% | 1,637 | $920K |
| Madden Advisory Services, Inc. | 0.43% | Add +4.5% | 1,633 | $918K |
| Farmers National Bank | 0.26% | Reduce -0.7% | 1,632 | $917K |
| Life Planning Partners, Inc | 0.83% | Add +0.1% | 1,629 | $915K |
| Provenance Wealth Advisors, LLC | 0.13% | Reduce -16.9% | 1,624 | $913K |
| PVG Asset Management Corp. | 3.97% | Reduce -3.9% | 1,622 | $911K |
| Pasadena Private Wealth, LLC | 0.18% | Add +352.5% | 1,620 | $910K |
| Veracity Capital LLC | 0.36% | Add +0.5% | 1,619 | $910K |
| SMART Wealth LLC | 0.32% | Add +20.2% | 1,612 | $906K |
| Rappaport Reiches Capital Management, LLC | 0.23% | No change | 1,611 | $905K |
| Aurora Private Wealth, Inc. | 0.72% | No change | 1,608 | $903K |
| Retirement Planning Group, LLC / NY | 0.92% | Add +2.6% | 1,605 | $902K |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -5.5% | 1,583 | $898K |
| Barlow Wealth Partners, LLC | 0.12% | Add +51.7% | 1,623 | $898K |
| Northwest Wealth Management, LLC | 0.18% | Reduce -39.0% | 1,598 | $898K |
| Marble Harbor Investment Counsel, LLC | 0.10% | Reduce -3.0% | 1,596 | $897K |
| 180 Wealth Advisors, LLC | 0.14% | Reduce -1.9% | 1,593 | $895K |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -5.6% | 1,584 | $890K |
| InvesTrust | 0.24% | Reduce -3.5% | 1,582 | $889K |
| DDFG, Inc | 0.25% | Add +6.5% | 1,580 | $888K |
| Planned Solutions, Inc. | 0.36% | Add +6.5% | 1,579 | $887K |
| L.M. Kohn & Company | 0.23% | Add +7.8% | 1,572 | $883K |
| Ifrah Financial Services, Inc. | 0.25% | Reduce -2.7% | 1,571 | $883K |
| Mitchell McLeod Pugh & Williams Inc. | 0.18% | Add +0.4% | 1,565 | $879K |
| Union Bancaire Privee, UBP SA | 0.02% | Reduce -50.9% | 1,766 | $879K |
| Independent Family Office, LLC | 0.46% | Add +9.0% | 1,563 | $878K |
| Paragon Advisors, LLC | 0.33% | Add +16.6% | 1,563 | $878K |
| Portfolio Strategies, Inc. | 0.14% | Reduce -4.2% | 1,563 | $878K |
| Tanager Wealth Management LLP | 0.11% | Add +66.5% | 1,563 | $878K |
| Safeguard Investment Advisory Group, LLC | 0.24% | Add +40.3% | 1,561 | $878K |
| Muirfield Wealth Advisors LLC | 0.75% | Reduce -23.2% | 1,562 | $878K |
| Ceeto Capital Group, LLC | 0.33% | No change | 1,556 | $874K |
| Ramirez Asset Management, Inc. | 0.18% | No change | 1,555 | $874K |
| Wade Financial Advisory, Inc | 0.30% | No change | 1,552 | $872K |
| RMR Capital Management, LLC | 0.63% | Reduce -5.3% | 1,551 | $872K |
| OMNI 360 Wealth, Inc. | 0.58% | Reduce -20.0% | 1,547 | $869K |
| Commons Capital, LLC | 0.80% | Add +18.9% | 1,542 | $867K |
| Autumn Glory Partners, LLC | 0.43% | No change | 1,540 | $865K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | Add +6.1% | 1,538 | $865K |
| William Mack & Associates, Inc. | 0.74% | Reduce -2.1% | 1,538 | $864K |
| WT Wealth Management | 0.28% | Add +4.3% | 1,533 | $861K |
| Worth Asset Management, LLC | 0.47% | No change | 1,525 | $857K |
| Flagship Wealth Advisors, LLC | 0.36% | Reduce -8.7% | 1,525 | $857K |
| Teamwork Financial Advisors, LLC | 0.12% | Add +1.9% | 1,521 | $855K |
| Lake Hills Wealth Management, LLC | 0.59% | Reduce -34.4% | 1,520 | $854K |
| Redwood Financial Network Corp | 0.65% | Add +9.3% | 1,520 | $854K |
| Independent Wealth Network Inc. | 0.34% | Reduce -3.9% | 1,519 | $854K |
| Valtrion Capital Management, LLC | 1.15% | Reduce -4.1% | 1,519 | $853K |
| Reik & Co., LLC | 0.20% | No change | 1,516 | $852K |
| MN Wealth Advisors, LLC | 0.50% | Reduce -1.1% | 1,514 | $851K |
| Fayez Sarofim & Co | 0.00% | Add +21.4% | 1,514 | $851K |
| DHJJ Financial Advisors, Ltd. | 0.34% | Reduce -2.3% | 1,513 | $850K |
| Seaside Wealth Management, Inc. | 0.30% | Add +3.9% | 1,506 | $846K |
| Ascentis Wealth Management, LLC | 0.27% | New | 1,496 | $845K |
| Pathway Financial Advisors LLC | 0.15% | Add +15.8% | 1,502 | $844K |
| Adero Partners, LLC | 0.06% | Add +1.8% | 1,501 | $843K |
| Avion Wealth | 0.22% | No change | 1,431 | $842K |
| Portland Financial Advisors Inc | 2.15% | No change | 1,498 | $842K |
| Sharp Wealth Advisory, LLC | 0.64% | Reduce -37.0% | 1,497 | $841K |
| Principle Wealth Partners LLC | 0.06% | No change | 1,496 | $841K |
| Westbourne Investment Advisors, Inc. | 0.30% | Add +0.1% | 1,492 | $838K |
| Navellier & Associates Inc. | 0.12% | No change | 1,480 | $838K |
| Sequent Planning LLC | 0.30% | Reduce -8.3% | 1,490 | $837K |
| Keyvantage Wealth, LLC | 0.41% | Add +0.1% | 1,489 | $836K |
| Meritas Wealth Management, LLC | 0.49% | Reduce -0.5% | 1,488 | $836K |
| Frisch Financial Group, Inc. | 0.23% | Add +13.2% | 1,486 | $835K |
| Summitry LLC | 0.04% | Reduce -8.8% | 1,484 | $834K |
| Signature Resources Capital Management, LLC | 0.71% | Add +3.8% | 1,479 | $831K |
| Powers Advisory Group, LLC | 0.40% | Add +16.9% | 1,478 | $830K |
| Hemenway Trust Co LLC | 0.07% | Reduce -23.2% | 1,477 | $830K |
| Prosperity Planning, Inc. | 0.37% | Reduce -8.6% | 1,470 | $826K |
| Hexagon Capital Partners LLC | 0.16% | Reduce -9.5% | 1,468 | $825K |
| Nicollet Investment Management, Inc. | 0.29% | Add +57.4% | 1,465 | $823K |
| N.E.W. Advisory Services LLC | 0.06% | Add +18.4% | 1,464 | $822K |
| Prairie Wealth Advisors, Inc. | 0.40% | Reduce -11.3% | 1,463 | $822K |
| Sincerus Advisory, LLC | 0.86% | Reduce -0.6% | 1,448 | $814K |
| Shakespeare Wealth Management, LLC | 0.22% | Add +0.8% | 1,446 | $813K |
| DSG Capital Advisors, LLC | 0.16% | No change | 1,445 | $812K |
| GatePass Capital, LLC | 0.62% | Add +0.6% | 1,445 | $812K |
| USAdvisors Wealth Management, LLC | 0.28% | Add +9.7% | 1,444 | $811K |
| River Street Advisors LLC | 0.40% | Add +3.4% | 1,440 | $809K |
| Apella Capital, LLC | 0.03% | Reduce -4.6% | 1,478 | $808K |
| Rock Point Advisors, LLC | 0.25% | Add +22.6% | 1,434 | $806K |
| Chatham Capital Group, Inc. | 0.13% | Add +9.6% | 1,434 | $806K |
| Financial Futures Ltd Liability Co. | 0.46% | Add +5.0% | 1,434 | $806K |
| Shearwater Capital LLC | 0.57% | Reduce -0.6% | 1,433 | $805K |
| Verity & Verity, LLC | 0.07% | Reduce -11.7% | 1,428 | $802K |
| TrueWealth Advisors, LLC | 0.26% | Reduce -52.8% | 1,427 | $802K |
| Objectivity Squared, LLC | 0.67% | Add +1.4% | 1,491 | $801K |
| Reyes Financial Architecture, Inc. | 0.59% | No change | 1,423 | $800K |
| Investor's Fiduciary Advisor Network, LLC | 0.38% | Reduce -7.1% | 1,420 | $798K |
| Staley Capital Advisers Inc. | 0.04% | Add +1.9% | 1,419 | $797K |
| BCS Wealth Management | 0.20% | Add +0.7% | 1,419 | $797K |
| Amplius Wealth Advisors, LLC | 0.08% | Add +0.3% | 1,418 | $797K |
| Partners in Financial Planning | 0.16% | No change | 1,416 | $796K |
| Bennett Selby Investments LP | 0.31% | No change | 1,408 | $791K |
| Wingate Wealth Advisors, Inc. | 0.91% | Reduce -55.1% | 1,405 | $789K |
| Culbertson A N & Co. Inc. | 0.13% | Reduce -3.2% | 1,404 | $789K |
| RPS Advisory Solutions LLC | 0.56% | Reduce -30.6% | 1,403 | $788K |
| ProVise Management Group, LLC | 0.07% | Add +4.7% | 1,400 | $787K |
| Harrell Investment Partners, LLC | 0.23% | Reduce -6.5% | 1,399 | $786K |
| Bouchey Financial Group, Ltd. | 0.07% | Add +0.6% | 1,398 | $786K |
| NBZ Investment Advisors LLC | 0.45% | No change | 1,397 | $785K |
| Slow Capital, Inc. | 0.10% | No change | 1,392 | $782K |
| Gibson Capital, LLC | 0.16% | No change | 1,391 | $782K |
| American Investment Services, Inc. | 0.14% | Reduce -13.9% | 1,391 | $781K |
| Capital Investment Services of America, Inc. | 0.08% | Reduce -1.5% | 1,389 | $780K |
| Johnson Bixby & Associates, LLC | 0.12% | No change | 1,387 | $779K |
| VSM Wealth Advisory, LLC | 0.28% | No change | 1,387 | $779K |
| Fiduciary Alliance LLC | 0.08% | Add +14.1% | 1,386 | $779K |
| Regency Capital Management Inc.\DE | 0.47% | No change | 1,385 | $778K |
| Iams Wealth Management, LLC | 0.36% | Add +7.0% | 1,382 | $777K |
| MeadowBrook Investment Advisors LLC | 0.73% | No change | 1,374 | $772K |
| Tenret Co LLC | 0.47% | No change | 1,371 | $770K |
| Clearview Wealth Advisors LLC | 0.58% | Add +0.1% | 1,370 | $770K |
| Hudson Capital Management LLC | 0.24% | Reduce -1.8% | 1,369 | $769K |
| Walter & Keenan Wealth Management LLC /in/ | 0.23% | No change | 1,368 | $769K |
| Tsfg, LLC | 0.16% | Add +8.8% | 1,366 | $767K |
| Centerpoint Advisory Group | 0.75% | Add +8.3% | 1,364 | $766K |
| J Hagan Capital, Inc. | 0.62% | — | 1,301 | $766K |
| Summit Investment Advisory Services, LLC | 0.37% | Reduce -8.0% | 1,359 | $764K |
| Burton Enright Welch | 0.15% | Reduce -7.3% | 1,357 | $762K |
| Summit Wealth Group, LLC | 0.22% | New | 1,351 | $759K |
| Shilanski & Associates, Inc. | 0.24% | Add +121.5% | 1,349 | $758K |
| Lokken Investment Group LLC | 0.32% | Add +5.5% | 1,348 | $758K |
| Financial & Tax Architects, LLC | 0.19% | Add +32.1% | 1,341 | $753K |
| Tennessee Valley Asset Management Partners | 0.12% | Add +11.3% | 1,340 | $753K |
| Lloyd Advisory Services, LLC. | 0.38% | Reduce -6.8% | 1,340 | $753K |
| Navalign, LLC | 0.21% | Reduce -3.7% | 1,339 | $752K |
| ARS Wealth Advisors Group, LLC | 0.11% | Add +6.3% | 1,330 | $747K |
| Florida Financial Advisors, LLC | 0.29% | Add +10.4% | 1,329 | $747K |
| Evelyn Partners Investment Management LLP | 0.02% | Add +9.1% | 1,323 | $743K |
| RDA Financial Network | 0.22% | Add +17.2% | 1,313 | $738K |
| Renasant Bank | 0.49% | Reduce -49.6% | 1,313 | $738K |
| Horizons Wealth Management | 0.56% | Add +8.0% | 1,312 | $737K |
| Shepherd Kaplan Krochuk, LLC | 0.63% | Reduce -8.4% | 1,312 | $737K |
| Bensler, LLC | 0.09% | Add +19.4% | 1,310 | $736K |
| Fiduciary Financial Group, LLC | 0.16% | Add +8.4% | 1,390 | $733K |
| Sageworth Trust Co of South Dakota | 0.88% | No change | 1,302 | $732K |
| Investment Research & Advisory Group, Inc. | 0.31% | Reduce -1.7% | 1,301 | $731K |
| D L Carlson Investment Group Inc. | 0.14% | Add +4.8% | 1,299 | $730K |
| Invesco Ltd. | 0.00% | No change | 1,297 | $729K |
| Mowery & Schoenfeld Wealth Management, LLC | 1.42% | Reduce -35.1% | 1,294 | $727K |
| Cambria Investment Management, L.P. | 0.05% | Reduce -8.9% | 1,294 | $727K |
| Legacy Financial Group, Inc. | 0.23% | Reduce -7.3% | 1,289 | $724K |
| Compton Wealth Advisory Group, LLC | 0.20% | No change | 1,287 | $723K |
| Twelve Points Wealth Management LLC | 0.20% | Add +20.7% | 1,287 | $723K |
| Trinity Financial Advisors LLC | 0.26% | Add +262.3% | 1,337 | $722K |
| Barnes Dennig Private Wealth Management LLC | 1.09% | — | 1,282 | $720K |
| Conservest Capital Advisors, Inc. | 0.08% | Reduce -1.8% | 1,279 | $719K |
| Littlejohn Financial Services, Inc. | 0.57% | Add +19.0% | 1,279 | $719K |
| McLean Asset Management Corp | 0.24% | No change | 1,440 | $719K |
| Woodard & Co. Asset Management Group Inc. | 0.15% | Reduce -55.3% | 1,277 | $718K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +1.8% | 1,276 | $717K |
| Indie Asset Partners, LLC | 0.62% | Add +1.6% | 1,275 | $716K |
| Wimmer Associates 1, LLC | 0.38% | Reduce -6.5% | 1,211 | $715K |
| First National Bank of Mount Dora, Trust Investment Services | 0.17% | No change | 1,269 | $713K |
| Foster & Motley Inc. | 0.04% | Reduce -0.2% | 1,269 | $713K |
| SpringVest Wealth Management LLC | 0.59% | Reduce -3.9% | 1,268 | $712K |
| Grant Private Wealth Management Inc | 0.77% | Reduce -1.6% | 1,264 | $710K |
| Ignite Planners, LLC | 0.14% | Reduce -30.1% | 1,265 | $710K |
| Sabal Trust CO | 0.04% | Reduce -7.3% | 1,262 | $709K |
| Elite Financial, Inc. | 0.37% | Reduce -95.7% | 1,261 | $708K |
| Main Street Research LLC | 0.05% | Reduce -7.8% | 1,260 | $708K |
| Great Waters Wealth Management | 0.10% | Reduce -7.5% | 1,255 | $705K |
| Addison Advisors LLC | 0.19% | Reduce -40.6% | 1,251 | $703K |
| Plan Group Financial, LLC | 0.25% | Add +65.7% | 1,248 | $701K |
| Jackson Square Capital, LLC | 0.23% | Add +12.2% | 1,246 | $700K |
| Tenon Financial LLC | 0.43% | Add +0.2% | 1,245 | $700K |
| Capital International Investors | 0.00% | Add +18.5% | 1,248 | $697K |
| Aspiring Ventures, LLC | 0.41% | Add +9.9% | 1,234 | $696K |
| David Kennon Inc | 0.28% | Add +78.2% | 1,235 | $694K |
| RAM Investment Partners, LLC | 0.17% | Add +2.0% | 1,234 | $694K |
| Gutierrez Wealth Advisory, LLC | 0.56% | Add +107.3% | 1,227 | $689K |
| Convergence Financial, LLC | 0.14% | Reduce -0.3% | 1,227 | $689K |
| Avant Financial Advisors LLC | 0.62% | Add +0.9% | 1,222 | $687K |
| Gill Capital Partners, LLC | 0.24% | Reduce -3.1% | 1,217 | $684K |
| Martin & Co. Inc. | 0.13% | No change | 1,217 | $684K |
| Capital Management Associates, Inc | 0.15% | Add +110.8% | 1,216 | $683K |
| Charis Legacy Partners, LLC | 1.29% | No change | 1,215 | $683K |
| M. Kulyk & Associates, LLC | 0.16% | Add +51.3% | 1,215 | $683K |
| O'Brien Wealth Partners LLC | 0.13% | Reduce -0.4% | 1,215 | $683K |
| Field & Main Bank | 0.24% | No change | 1,215 | $683K |
| Tandem Capital Management Corp. | 0.38% | No change | 1,211 | $680K |
| Kondo Wealth Advisors, Inc. | 0.34% | Reduce -0.3% | 1,210 | $680K |
| Arrow Financial Corp | 0.08% | New | 1,210 | $680K |
| Chemistry Wealth Management LLC | 0.16% | Reduce -14.9% | 1,207 | $678K |
| Collaborative Wealth Managment Inc. | 0.32% | Reduce -5.4% | 1,201 | $675K |
| Fenimore Asset Management Inc | 0.01% | Reduce -6.3% | 1,200 | $674K |
| D.B. Root & Company, LLC | 0.22% | Add +2.5% | 1,197 | $673K |
| Connable Office Inc. | 0.07% | Reduce -57.0% | 1,197 | $673K |
| Great Lakes Retirement, Inc. | 0.09% | Add +25.2% | 1,197 | $673K |
| Legacy Solutions, LLC | 0.74% | Add +0.4% | 1,195 | $672K |
| CFM Wealth Partners LLC | 0.12% | Reduce -2.9% | 1,195 | $671K |
| Blankinship & Foster, LLC | 0.17% | Reduce -13.5% | 1,194 | $671K |
| Alpha Financial Advisors, LLC | 0.30% | Add +112.0% | 1,187 | $667K |
| Dash Acquisitions Inc. | 0.15% | Add +14.1% | 1,131 | $667K |
| GK Wealth Management LLC | 0.83% | Add +1.6% | 1,183 | $665K |
| Slagle Financial, LLC | 0.29% | Add +14.4% | 1,182 | $664K |
| Main Street Group, LTD | 0.29% | Reduce -11.1% | 1,181 | $664K |
| Prosperity Financial Group, Inc. | 0.33% | Reduce -2.2% | 1,179 | $663K |
| Colorado Capital Management, Inc. | 0.31% | Reduce -24.2% | 1,175 | $660K |
| Summit Global Investments | 0.05% | Add +56.3% | 1,171 | $658K |
| Noble Wealth Management PBC | 0.45% | Reduce -46.2% | 1,169 | $657K |
| Stiles Financial Services Inc | 0.25% | No change | 1,168 | $657K |
| Front Row Advisors LLC | 0.25% | No change | 1,166 | $655K |
| LJI Wealth Management, LLC | 0.13% | Reduce -14.2% | 1,164 | $654K |
| AmeriServ Wealth Advisors | 0.38% | No change | 1,163 | $653K |
| John W. Brooker & Co., CPAs | 0.27% | Add +5.6% | 1,162 | $653K |
| Pacific Point Advisors, LLC | 0.36% | New | 1,162 | $653K |
| HRC Wealth Management, LLC | 0.40% | Add +25.9% | 1,154 | $649K |
| Argentarii, LLC | 0.32% | No change | 1,151 | $647K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.3% | 1,150 | $646K |
| Mittelman Wealth Management | 0.58% | Reduce -4.7% | 1,149 | $646K |
| Somerset Trust Co | 0.23% | Add +2.3% | 1,149 | $646K |
| Strategic Financial Planning, Inc. | 0.45% | No change | 1,149 | $645K |
| Cardinal Point Capital Management ULC | 0.06% | Add +14.9% | 1,146 | $644K |
| KM Capital Management Ltd. | 0.35% | New | 1,145 | $643K |
| Activest Wealth Management | 0.17% | Add +1.5% | 1,144 | $643K |
| Retirement Guys Formula LLC | 0.32% | New | 1,191 | $642K |
| Midwest Capital Advisors, LLC | 0.39% | Add +132.3% | 1,143 | $642K |
| one8zero8, LLC | 0.15% | Add +2.8% | 1,142 | $642K |
| New Century Financial Group, LLC | 0.74% | Reduce -87.8% | 1,140 | $641K |
| Cullen Investment Group, LTD. | 0.10% | Add +50.1% | 1,139 | $640K |
| Radnor Capital Management, LLC | 0.11% | Add +4.6% | 1,139 | $640K |
| Michael A. Dubis Financial Planning, LLC | 0.62% | No change | 1,137 | $639K |
| Manske Wealth Management | 0.24% | Add +58.5% | 1,135 | $638K |
| Pinney & Scofield, Inc. | 0.46% | No change | 1,134 | $637K |
| McDonald Partners LLC | 0.17% | Add +11.4% | 1,133 | $637K |
| Manuka Financial, LLC | 0.41% | No change | 1,132 | $636K |
| Zuckerman Investment Group, LLC | 0.07% | Add +0.4% | 1,129 | $634K |
| Argent Capital Management LLC | 0.02% | Reduce -66.2% | 1,124 | $632K |
| Hills Bank & Trust Co | 0.04% | Add +5.8% | 1,121 | $630K |
| Elm3 Financial Group, LLC | 0.55% | Reduce -19.4% | 1,119 | $629K |
| Glenorchy Capital Ltd | 0.47% | No change | 1,118 | $628K |
| Marion Wealth Management | 0.17% | Reduce -2.3% | 1,117 | $628K |
| Wells Trecaso Financial Group, LLC | 0.21% | Add +47.4% | 1,113 | $625K |
| Smart Portfolios, LLC | 0.68% | Reduce -2.3% | 1,110 | $623K |
| GGM Financial LLC | 0.43% | Reduce -4.4% | 1,108 | $623K |
| Valued Wealth Advisors LLC | 0.37% | Add +11.7% | 1,107 | $622K |
| Innova Wealth Partners | 0.39% | Reduce -5.2% | 1,106 | $621K |
| True Wealth Design, LLC | 0.24% | No change | 1,105 | $621K |
| Future Financial Wealth Managment LLC | 0.45% | No change | 1,102 | $619K |
| Proactive Wealth Strategies LLC | 0.33% | Add +2.2% | 1,101 | $619K |
| M.E. Allison & Co., Inc. | 0.61% | No change | 1,098 | $617K |
| Cornerstone Planning Group LLC | 0.15% | Add +56.8% | 1,143 | $615K |
| Fourpath Capital Management, LLC | 0.11% | Reduce -3.1% | 1,089 | $612K |
| Total Wealth Planning, LLC | 0.09% | No change | 1,088 | $611K |
| Concord Wealth Partners | 0.10% | Reduce -2.5% | 1,086 | $610K |
| Inscription Capital, LLC | 0.10% | — | 1,159 | $609K |
| Apriem Advisors | 0.07% | Reduce -0.6% | 1,083 | $609K |
| Wealth Watch Advisors, INC | 0.49% | Reduce -38.2% | 1,082 | $608K |
| TPG Advisors LLC | 0.48% | Reduce -3.5% | 1,082 | $608K |
| West Oak Capital, LLC | 0.34% | No change | 1,081 | $607K |
| Hanson & Doremus Investment Management | 0.09% | No change | 1,081 | $607K |
| Nestegg Advisors, Inc. | 0.64% | Reduce -5.8% | 1,080 | $607K |
| United Bank | 0.25% | Add +0.1% | 1,079 | $606K |
| West Wealth Group, LLC | 0.18% | Add +3.8% | 1,074 | $606K |
| Seneca House Advisors | 0.26% | Reduce -2.5% | 1,072 | $602K |
| Next Level Private LLC | 0.22% | Add +0.2% | 1,072 | $602K |
| Hamilton Point Investment Advisors, LLC | 0.11% | No change | 1,067 | $600K |
| Hofer & Associates. Inc | 0.41% | Add +0.7% | 1,067 | $599K |
| Townsend Asset Management Corp. /NC/ | 0.23% | Reduce -18.1% | 1,064 | $598K |
| Peninsula Asset Management Inc. | 0.33% | Add +0.9% | 1,063 | $597K |
| FourThought Financial Partners, LLC | 0.06% | Reduce -2.4% | 1,061 | $596K |
| Tilson Financial Group, Inc. | 0.24% | Reduce -8.0% | 1,061 | $596K |
| LongView Asset Management LLC | 0.51% | Reduce -1.1% | 1,059 | $595K |
| Hazlett, Burt & Watson, Inc. | 0.27% | Add +39.5% | 1,053 | $593K |
| Hunter Associates Investment Management LLC | 0.09% | Reduce -5.4% | 1,054 | $592K |
| Wealthstar Advisors, LLC | 0.27% | Reduce -30.6% | 1,049 | $590K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -15.7% | 1,049 | $589K |
| West Michigan Advisors, LLC | 0.19% | Reduce -0.2% | 1,046 | $588K |
| Axecap Investments, LLC | 0.50% | Reduce -40.2% | 1,045 | $587K |
| Wealthspan Partners, LLC | 0.27% | Reduce -3.1% | 1,045 | $587K |
| Victory Financial Group, LLC | 0.11% | Reduce -23.6% | 1,045 | $587K |
| Seven Mile Advisory | 0.39% | No change | 1,041 | $585K |
| Marco Investment Management LLC | 0.05% | Reduce -6.1% | 1,036 | $582K |
| Resolute Wealth Strategies, LLC | 0.32% | Reduce -6.9% | 1,032 | $580K |
| Strategic Investment Advisors / MI | 0.06% | Reduce -62.4% | 1,031 | $579K |
| Delta Asset Management LLC | 0.05% | No change | 1,029 | $578K |
| Penobscot Investment Management Company, Inc. | 0.05% | Add +28.3% | 1,028 | $578K |
| Plimoth Trust Co. LLC | 0.15% | Add +4.0% | 1,025 | $576K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -25.8% | 1,024 | $575K |
| Compass Wealth Management LLC | 0.15% | Add +4.4% | 1,022 | $574K |
| Collier Financial | 0.49% | Reduce -93.2% | 1,022 | $574K |
| Stonekeep Investments, LLC | 0.42% | Reduce -1.0% | 1,020 | $573K |
| Frazier Financial Advisors, LLC | 0.44% | Add +11.3% | 1,020 | $573K |
| Passive Capital Management, LLC. | 0.18% | New | 1,020 | $573K |
| Regatta Capital Group, LLC | 0.11% | Add +14.0% | 1,020 | $573K |
| Milestone Asset Management, LLC | 0.12% | Reduce -4.9% | 1,015 | $571K |
| Private Management Group Inc. | 0.02% | No change | 1,015 | $570K |
| Hibernia Wealth Partners, LLC | 0.41% | Reduce -0.5% | 1,014 | $570K |
| Silver Oak Advisory Group, Inc. | 0.30% | Reduce -0.9% | 1,010 | $567K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -19.9% | 1,007 | $566K |
| Tidemark, LLC | 0.21% | Add +0.1% | 1,007 | $566K |
| Matrix Private Capital Group LLC | 0.34% | Reduce -20.6% | 1,003 | $564K |
| Stonebrook Private Inc. | 0.15% | Add +6.1% | 1,003 | $564K |
| Key Client Fiduciary Advisors, LLC | 0.26% | Reduce -1.8% | 1,003 | $563K |
| Integral Investment Advisors, Inc. | 0.18% | Add +6.9% | 1,001 | $563K |
| Iron Horse Wealth Management, LLC | 0.18% | Add +1.1% | 1,001 | $562K |
| Gleason Group, Inc. | 0.10% | Add +0.3% | 1,000 | $562K |
| City State Bank | 0.18% | Add +1.5% | 997 | $560K |
| United Bank | 0.07% | No change | 996 | $560K |
| Bonfire Financial | 0.52% | Add +1.1% | 995 | $559K |
| Andrew Hill Investment Advisors, Inc. | 0.54% | Reduce -26.1% | 992 | $558K |
| Ipsen Advisor Group LLC | 0.48% | Add +0.1% | 993 | $558K |
| Matauro, LLC | 0.11% | Add +10.2% | 992 | $557K |
| Tobias Financial Advisors, Inc. | 0.11% | Add +3.1% | 987 | $555K |
| Monument Group Wealth Advisors, LLC | 0.38% | Add +1.1% | 985 | $554K |
| Cypress Capital, LLC | 0.16% | No change | 985 | $553K |
| Joel Adams & Associates, Inc. | 0.50% | Reduce -35.8% | 981 | $551K |
| Balefire, LLC | 0.19% | Add +232.2% | 980 | $551K |
| Mirador Capital Partners LP | 0.10% | Add +0.1% | 979 | $550K |
| Peregrine Asset Advisers, Inc. | 0.21% | Add +113.5% | 978 | $550K |
| Petredis Investment Advisors LLC | 0.06% | No change | 978 | $550K |
| Cambridge Advisors Inc. | 0.12% | No change | 973 | $547K |
| First Nebraska Trust Co | 0.05% | No change | 973 | $547K |
| Ethic Inc. | 0.01% | Reduce -10.9% | 967 | $545K |
| Global Wealth Strategies & Associates | 0.16% | Add +6.3% | 967 | $544K |
| Azimuth Capital Investment Management LLC | 0.02% | No change | 966 | $543K |
| Grey Fox Wealth Advisors, LLC | 0.14% | Reduce -1.6% | 966 | $543K |
| BIP Alliance, LLC | 0.23% | No change | 961 | $540K |
| Revisor Wealth Management LLC | 0.24% | Add +69.9% | 960 | $540K |
| Austin Wealth Management, LLC | 0.11% | Add +0.8% | 982 | $539K |
| HMS Capital Management, LLC | 0.30% | Reduce -1.1% | 1,064 | $539K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +17.4% | 956 | $537K |
| Wealthstream Advisors, Inc. | 0.10% | Reduce -14.2% | 948 | $532K |
| Rothschild Capital Partners, LLC | 0.14% | Add +26.5% | 946 | $532K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +10.0% | 945 | $531K |
| Smith & Howard Wealth Management, LLC | 0.14% | Reduce -0.9% | 944 | $530K |
| Aries Wealth Management | 0.14% | Reduce -19.3% | 943 | $530K |
| Up Strategic Wealth Investment Advisors LLC | 0.47% | No change | 941 | $529K |
| VCI Wealth Management LLC | 0.22% | Reduce -26.8% | 941 | $529K |
| Security Financial Services, INC. | 0.10% | Add +15.5% | 940 | $528K |
| Mascagni Wealth Management, Inc. | 0.52% | No change | 938 | $527K |
| BCO Wealth Management LLC | 0.41% | No change | 935 | $525K |
| AdviceOne Advisory Services, LLC | 0.43% | Add +3.9% | 934 | $525K |
| Bell Bank | 0.03% | Reduce -5.6% | 932 | $524K |
| L. Roy Papp & Associates, LLP | 0.06% | Reduce -1.4% | 931 | $523K |
| Level Financial Advisors | 0.18% | New | 930 | $523K |
| RVW Wealth, LLC | 0.05% | Add +25.3% | 930 | $523K |
| Grange Capital, LLC | 0.61% | Reduce -3.4% | 929 | $522K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.25% | Add +0.1% | 927 | $521K |
| TruWealth Advisors, LLC | 0.03% | Add +0.1% | 926 | $520K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +32.9% | 925 | $520K |
| Beacon Financial Strategies CORP | 0.35% | No change | 925 | $520K |
| Arkos Global Advisors | 0.08% | No change | 920 | $517K |
| Richardson Capital Management LLC | 0.32% | Reduce -0.5% | 919 | $516K |
| Mark Sheptoff Financial Planning, LLC | 0.28% | Reduce -8.9% | 917 | $515K |
| Eclectic Associates Inc. | 0.14% | Add +5.4% | 913 | $513K |
| Chris Bulman Inc | 0.32% | Reduce -30.2% | 909 | $511K |
| Jacksonville Wealth Management, LLC | 0.50% | No change | 908 | $510K |
| KKM Financial LLC | 0.22% | Reduce -20.1% | 908 | $510K |
| Wealthfront Advisers LLC | 0.00% | Reduce -24.1% | 907 | $510K |
| Vestia Personal Wealth Advisors | 0.40% | Add +3.0% | 904 | $508K |
| Crews Bank & Trust | 0.09% | Reduce -10.4% | 903 | $507K |
| LVM Capital Management Ltd. | 0.06% | No change | 903 | $507K |
| Cravens & Co Advisors, LLC | 0.39% | No change | 900 | $506K |
| RW Investment Management LLC | 0.06% | Reduce -32.1% | 900 | $506K |
| Brio Consultants, LLC | 0.08% | Add +21.2% | 898 | $505K |
| Pinnacle Financial Group, LLC / IL | 0.18% | Reduce -7.3% | 895 | $503K |
| Walleye Trading LLC | 0.01% | New | 894 | $502K |
| Navis Wealth Advisors, LLC | 0.49% | Reduce -1.0% | 892 | $501K |
| Hall Laurie J Trustee | 0.18% | Reduce -44.4% | 892 | $501K |
| Willner & Heller, LLC | 0.46% | Reduce -1.1% | 891 | $501K |
| Kickstand Ventures, Llc. | 0.13% | Reduce -4.9% | 889 | $499K |
| Castle Rock Wealth Management, LLC | 0.13% | No change | 887 | $499K |
| Pointe Capital Management LLC | 0.29% | No change | 888 | $499K |
| Lodestone Wealth Management LLC | 0.27% | No change | 887 | $498K |
| WestEnd Advisors, LLC | 0.01% | Reduce -43.9% | 881 | $495K |
| Sollinda Capital Management LLC | 0.14% | Reduce -0.5% | 875 | $492K |
| Challenger Wealth Management | 0.39% | Add +0.3% | 875 | $492K |
| Covenant Partners, LLC | 0.16% | No change | 875 | $492K |
| Avity Investment Management Inc. | 0.04% | Add +0.7% | 875 | $492K |
| Retirement Capital Strategies | 0.19% | Add +0.3% | 873 | $491K |
| Heritage Wealth Management, Inc. | 0.17% | Reduce -4.1% | 873 | $491K |
| Grant/GrossMendelsohn, LLC | 0.27% | Add +0.6% | 886 | $490K |
| Union Savings Bank | 0.24% | No change | 871 | $489K |
| Perissos Private Wealth Management, LLC | 0.45% | New | 870 | $489K |
| Davis Capital Management | 0.39% | Add +2.9% | 866 | $487K |
| Whitener Capital Management, Inc. | 0.14% | No change | 864 | $486K |
| Kiker Wealth Management, LLC | 0.33% | Add +24.3% | 864 | $485K |
| Warwick Investment Management, Inc. | 0.10% | No change | 863 | $485K |
| Financial Strategies Group, Inc. | 0.11% | No change | 897 | $485K |
| Alpha Zero LLC | 0.37% | Reduce -0.5% | 860 | $483K |
| Brooklyn Investment Group | 0.10% | Add +1078.1% | 860 | $483K |
| Investment Planning Advisors, Inc. | 0.20% | No change | 859 | $483K |
| Holderness Investments Co. | 0.11% | No change | 854 | $480K |
| Mountain Capital Investment Advisors Inc. | 0.10% | Reduce -4.1% | 873 | $480K |
| Greenfield Savings Bank | 0.23% | No change | 852 | $479K |
| Eagle Global Advisors LLC | 0.02% | Add +23.1% | 852 | $479K |
| Team Financial Group, LLC | 0.28% | Reduce -5.9% | 850 | $478K |
| Westside Investment Management, Inc. | 0.10% | Add +2.3% | 849 | $477K |
| Howard Capital Management Group, LLC | 0.04% | Add +1.9% | 849 | $477K |
| Am Investment Strategies LLC | 0.12% | Add +0.1% | 846 | $475K |
| Sustainable Growth Advisers, LP | 0.00% | Reduce -4.1% | 845 | $475K |
| Financial Enhancement Group LLC | 0.07% | Reduce -5.4% | 895 | $474K |
| Buttonwood Financial Advisors Inc. | 0.21% | No change | 837 | $470K |
| Exchange Bank | 0.38% | Add +0.2% | 835 | $469K |
| First City Capital Management, Inc. | 0.28% | Reduce -7.4% | 835 | $469K |
| Opal Wealth Advisors, LLC | 0.14% | Reduce -58.4% | 835 | $469K |
| Grove Street Fiduciary, LLC | 0.24% | Reduce -1.2% | 831 | $467K |
| Annandale Capital, LLC | 0.09% | No change | 829 | $466K |
| Three Magnolias Financial Advisors, LLC | 0.39% | Reduce -2.7% | 828 | $465K |
| Fairview Capital Investment Management, LLC | 0.02% | New | 824 | $463K |
| Peak Retirement Planning, Inc. | 0.26% | Add +4.4% | 824 | $463K |
| Axis Wealth Partners, LLC | 0.34% | Reduce -11.2% | 821 | $461K |
| Taylor Financial Group, Inc. | 0.32% | No change | 820 | $461K |
| Canandaigua National Trust Co of Florida | 0.41% | No change | 818 | $460K |
| Longview Financial Advisors, Inc. | 0.39% | Reduce -0.1% | 816 | $459K |
| Monte Financial Group, LLC | 0.20% | Reduce -11.5% | 867 | $458K |
| Emprise Bank | 0.24% | Reduce -3.5% | 814 | $457K |
| Nordwand Advisors, LLC | 0.17% | Reduce -8.0% | 814 | $457K |
| BTG Pactual Asset Management US LLC | 0.06% | Reduce -80.6% | 814 | $457K |
| Parkwoods Wealth Partners, LLC | 0.31% | New | 813 | $457K |
| Meridian Investment Counsel Inc. | 0.13% | No change | 810 | $455K |
| Piedmont Capital Management, LLC | 0.33% | Add +3.0% | 908 | $453K |
| Burns J W & Co. Inc. | 0.06% | Add +5.9% | 805 | $452K |
| WealthTrust Asset Management, LLC | 0.34% | Add +4.7% | 804 | $452K |
| Sage Private Wealth Group, LLC | 0.34% | Reduce -19.5% | 801 | $451K |
| Vectors Research Management, LLC | 0.16% | Add +38.6% | 801 | $450K |
| Beckerman Institutional, LLC | 0.32% | No change | 796 | $447K |
| O'ROURKE & COMPANY, Inc | 0.22% | Add +1.5% | 795 | $447K |
| Richmond Brothers, Inc. | 0.28% | Reduce -2.0% | 793 | $446K |
| Westshore Wealth, LLC | 0.19% | No change | 789 | $443K |
| Fagan Associates, Inc. | 0.07% | Reduce -2.0% | 786 | $442K |
| Riverview Trust Co | 0.44% | Reduce -2.5% | 785 | $441K |
| Fiduciary Family Office, LLC | 0.15% | Add +117.5% | 783 | $440K |
| DiNuzzo Private Wealth, Inc. | 0.06% | No change | 781 | $439K |
| Quantum Financial Advisors, LLC | 0.07% | No change | 779 | $438K |
| J. L. Bainbridge & Co., Inc. | 0.04% | No change | 778 | $437K |
| LVW Advisors, LLC | 0.05% | Reduce -3.7% | 777 | $437K |
| Mid-American Wealth Advisory Group, Inc. | 0.23% | Reduce -11.8% | 777 | $437K |
| Priebe Wealth Holdings LLC | 0.27% | Add +1.7% | 776 | $436K |
| Orange Investment Advisors, Inc. | 0.05% | No change | 775 | $435K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -2.8% | 775 | $435K |
| Kaizen Financial Strategies | 0.25% | No change | 773 | $434K |
| Nicholson Meyer Capital Management, Inc. | 0.40% | — | 772 | $434K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +79.5% | 772 | $434K |
| Petra Financial Advisors Inc. | 0.36% | Reduce -1.4% | 771 | $433K |
| Core Wealth Partners LLC | 0.25% | Add +0.1% | 769 | $432K |
| GenWealth Group, Inc. | 0.10% | Reduce -97.9% | 767 | $431K |
| GoalVest Advisory LLC | 0.12% | Add +0.3% | 767 | $431K |
| Marietta Investment Partners LLC | 0.10% | Add +3.0% | 767 | $431K |
| Columbia Asset Management | 0.09% | No change | 766 | $430K |
| Baxter Bros Inc. | 0.06% | Add +3.4% | 766 | $430K |
| Noesis Capital Mangement Corp. | 0.09% | Reduce -0.9% | 764 | $429K |
| Significant Wealth Partners LLC | 0.22% | Add +58.2% | 764 | $429K |
| Compass Planning Associates Inc | 0.43% | Add +12.2% | 764 | $429K |
| von Borstel & Associates, Inc. | 0.13% | No change | 765 | $429K |
| WealthCare Investment Partners, LLC | 0.18% | Add +1.2% | 830 | $428K |
| RMR Wealth Builders | 0.04% | Reduce -4.2% | 761 | $428K |
| Holcombe Financial, Inc. | 0.35% | No change | 760 | $427K |
| Strategic Family Wealth Counselors, L.L.C. | 0.14% | No change | 759 | $426K |
| Quest Investment Management LLC | 0.05% | No change | 756 | $425K |
| Obsidian Personal Planning Solutions LLC | 0.19% | Reduce -5.4% | 758 | $423K |
| Kidder Stephen W | 0.13% | No change | 750 | $421K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 750 | $421K |
| OLIO Financial Planning | 0.15% | No change | 749 | $421K |
| Private Wealth Group, LLC | 0.25% | Reduce -19.6% | 749 | $421K |
| Finley Financial, LLC | 0.23% | No change | 755 | $420K |
| Core Alternative Capital | 0.10% | Reduce -2.4% | 747 | $420K |
| Integrity Financial Corp | 0.24% | Reduce -12.7% | 745 | $419K |
| Cookson Peirce & Co. Inc. | 0.02% | Add +90.0% | 745 | $419K |
| Financial Security Advisor, Inc. | 0.11% | Reduce -20.6% | 742 | $417K |
| Tucker Asset Management LLC | 0.13% | Reduce -7.4% | 741 | $416K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | Reduce -27.6% | 741 | $416K |
| Capital Market Strategies LLC | 0.28% | Reduce -45.1% | 740 | $416K |
| Finer Wealth Management, Inc. | 0.25% | No change | 740 | $416K |
| Guided Capital Wealth Management, LLC | 0.35% | No change | 736 | $414K |
| Trevian Wealth Management LLC | 0.29% | Add +0.1% | 735 | $413K |
| Clarity Wealth Development LLC | 0.46% | No change | 740 | $413K |
| Sterling Group Wealth Management, LLC | 0.22% | Add +4.1% | 734 | $412K |
| Hillman Capital Management, Inc. | 0.20% | Reduce -5.2% | 732 | $411K |
| Clarity Financial LLC | 0.05% | Reduce -3.3% | 731 | $411K |
| Ellsworth Advisors, LLC | 0.11% | Add +1.5% | 731 | $411K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 730 | $410K |
| Planning Directions Inc. | 0.18% | Reduce -11.6% | 730 | $410K |
| Center For Asset Management LLC | 0.25% | Add +0.4% | 724 | $407K |
| CPC Advisors, LLC | 0.06% | No change | 723 | $406K |
| Wills Financial Group LLC | 0.18% | — | 720 | $405K |
| St. Louis Trust Co | 0.06% | Reduce -35.7% | 720 | $405K |
| Coston, McIsaac & Partners | 0.12% | No change | 717 | $402K |
| Dover Advisors, LLC | 0.17% | No change | 715 | $402K |
| Richmond Investment Services, LLC | 0.22% | Reduce -1.8% | 714 | $401K |
| O'Brien Greene & Co. Inc | 0.13% | No change | 713 | $401K |
| Cordgrass Capital Advisors, LLC | 0.11% | No change | 712 | $400K |
| Fielder Capital Group LLC | 0.12% | No change | 711 | $399K |
| JPL Wealth Management, LLC | 0.11% | Reduce -6.6% | 711 | $399K |
| Somerville Kurt F | 0.07% | No change | 709 | $398K |
| Stonebridge Financial Group, LLC | 0.04% | Add +23.7% | 709 | $398K |
| Veridan Wealth LLC | 0.18% | Add +0.1% | 709 | $398K |
| WorthPointe, LLC | 0.18% | No change | 707 | $397K |
| Farrell Financial LLC | 0.29% | Reduce -16.8% | 707 | $397K |
| Strategent Financial, LLC | 0.36% | No change | 706 | $397K |
| Paladin Wealth, LLC | 0.35% | New | 703 | $395K |
| Evelyn Partners Asset Management Ltd | 0.11% | No change | 701 | $394K |
| Fortune Financial Advisors, LLC | 0.34% | Add +13.6% | 700 | $393K |
| Fogel Capital Management, Inc. | 0.21% | Add +2.0% | 697 | $392K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -0.7% | 696 | $391K |
| Legacy Financial Group LLC | 0.06% | No change | 695 | $391K |
| Palo Alto Wealth Advisors, LLC | 0.15% | Reduce -6.1% | 662 | $391K |
| Insight Wealth Partners, LLC | 0.23% | No change | 694 | $390K |
| Cypress Point Wealth Management, LLC | 0.12% | No change | 694 | $390K |
| B & T Capital Management DBA Alpha Capital Management | 0.07% | Reduce -0.9% | 693 | $390K |
| Elser Financial Planning, Inc | 0.54% | Add +85.3% | 691 | $388K |
| Cornerstone Select Advisors, LLC | 0.37% | No change | 690 | $388K |
| Barr E S & Co. | 0.02% | Reduce -30.4% | 690 | $388K |
| Clark Financial Services Group Inc. | 0.27% | Reduce -27.8% | 687 | $386K |
| Mitchell Sinkler & Starr | 0.11% | No change | 686 | $385K |
| NWK Group, Inc. | 0.18% | No change | 685 | $385K |
| Neumann Capital Management, LLC | 0.13% | No change | 685 | $385K |
| Highland Financial Advisors, LLC | 0.14% | No change | 684 | $384K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Add +2.9% | 684 | $384K |
| Americana Partners, LLC | 0.01% | Add +7.4% | 683 | $384K |
| Wiser Advisor Group LLC | 0.57% | Reduce -5.4% | 682 | $383K |
| Park Edge Advisors, LLC | 0.11% | Add +12.6% | 680 | $382K |
| Sendero Wealth Management, LLC | 0.05% | Add +18.7% | 679 | $382K |
| Reliant Investment Partners, LLC | 0.39% | No change | 679 | $382K |
| Lumbard & Kellner, LLC | 0.17% | Reduce -3.1% | 678 | $381K |
| Ballentine Capital Advisors, Inc | 0.19% | No change | 675 | $379K |
| SS&H Financial Advisors, Inc. | 0.14% | Reduce -21.3% | 675 | $379K |
| NewSquare Capital LLC | 0.03% | Reduce -22.9% | 674 | $379K |
| Dravo Bay LLC | 0.20% | Reduce -0.3% | 674 | $379K |
| Delta Financial Advisors LLC | 0.14% | Add +0.9% | 673 | $378K |
| City Holding Co. | 0.05% | Reduce -0.9% | 670 | $376K |
| Hamilton Wealth, LLC | 0.09% | New | 669 | $376K |
| Clark Wealth Partners | 0.28% | New | 666 | $374K |
| FSA Advisors, Inc. | 0.30% | Add +30.4% | 665 | $374K |
| Hassell Wealth Management, LLC | 0.16% | Reduce -1.6% | 689 | $373K |
| SevenBridge Financial Group, LLC | 0.07% | Add +10.1% | 634 | $371K |
| Graham Capital Wealth Management, LLC | 0.40% | Add +2.8% | 660 | $371K |
| Vantage Point Financial LLC | 0.19% | Reduce -6.3% | 660 | $371K |
| Caitlin John, LLC | 0.36% | Reduce -9.8% | 660 | $371K |
| Kintra Wealth, LLC | 0.25% | Add +31.1% | 658 | $370K |
| Sutton Place Investors LLC | 0.25% | Reduce -6.0% | 658 | $370K |
| Promus Capital, LLC | 0.28% | No change | 655 | $368K |
| Astoria Portfolio Advisors LLC. | 0.13% | New | 685 | $368K |
| CGC Financial Services, LLC | 0.15% | Reduce -6.2% | 655 | $368K |
| American Money Management, LLC | 0.07% | Add +26.2% | 650 | $365K |
| Tevis Investment Management | 0.27% | No change | 619 | $364K |
| Synergy Financial Group, LTD | 0.33% | Reduce -5.8% | 645 | $362K |
| W1M Investment Management Ltd | 0.01% | Reduce -43.7% | 645 | $362K |
| Aspire Growth Partners LLC | 0.32% | Reduce -6.8% | 640 | $361K |
| Foguth Wealth Management, LLC. | 0.09% | New | 642 | $361K |
| American Trust | 0.09% | Reduce -93.5% | 641 | $360K |
| Carson Advisory Inc. | 0.24% | No change | 641 | $360K |
| Verde Capital Management | 0.10% | Add +0.3% | 641 | $360K |
| Family Capital Trust Co | 0.13% | Reduce -26.4% | 640 | $360K |
| TriaGen Wealth Management LLC | 0.13% | No change | 633 | $356K |
| Lauterbach Financial Advisors, LLC | 0.22% | No change | 633 | $356K |
| IPG Investment Advisors LLC | 0.08% | Add +62.7% | 633 | $356K |
| FLP Wealth Management, LLC | 1.13% | Reduce -9.2% | 633 | $356K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -13.4% | 632 | $355K |
| Halter Ferguson Financial Inc. | 0.19% | Add +0.3% | 632 | $355K |
| D'Orazio & Associates, Inc. | 0.05% | Add +9.9% | 632 | $355K |
| Evolution Wealth Advisors, LLC | 0.06% | Reduce -25.9% | 628 | $353K |
| LifeSteps Financial, Inc. | 0.29% | No change | 627 | $352K |
| Allied Investment Advisors, LLC | 0.07% | Reduce -5.4% | 627 | $352K |
| Compass Capital Corp. /Ma/ | 0.18% | Add +0.3% | 628 | $352K |
| First Pacific Financial | 0.07% | No change | 626 | $351K |
| Wambolt & Associates, LLC | 0.12% | Reduce -9.2% | 622 | $351K |
| Morton Brown Family Wealth, LLC | 0.12% | No change | 624 | $351K |
| AIFG Consultants Ltd. | 0.58% | No change | 622 | $350K |
| American Capital Advisory, LLC | 0.19% | Reduce -5.3% | 622 | $350K |
| Bowman & Co S.C. | 0.17% | Add +0.3% | 622 | $349K |
| Shum Financial Group, Inc. | 0.30% | No change | 621 | $349K |
| White Knight Strategic Wealth Advisors, LLC | 0.32% | Reduce -51.6% | 620 | $348K |
| TL Private Wealth | 0.17% | Add +0.3% | 697 | $348K |
| Fourth Dimension Wealth, LLC | 0.17% | Add +18.9% | 618 | $347K |
| Northeast Planning Associates, Inc. / NH / | 0.29% | Reduce -10.4% | 618 | $347K |
| Richardson Financial Services Inc. | 0.26% | Add +170.9% | 615 | $346K |
| Invenio Wealth Partners LLC | 0.14% | No change | 614 | $345K |
| Pin Oak Investment Advisors Inc. | 0.26% | No change | 843 | $344K |
| Lawson Kroeker Investment Management Inc. | 0.06% | No change | 612 | $344K |
| Lynx Investment Advisory | 0.23% | Reduce -10.3% | 611 | $343K |
| Cove Private Wealth, LLC | 0.18% | New | 609 | $342K |
| Intellus Advisors LLC | 0.06% | No change | 609 | $342K |
| SoundView Advisors Inc. | 0.14% | Add +0.2% | 609 | $342K |
| Nicholas Wealth, LLC. | 0.36% | Reduce -13.5% | 607 | $341K |
| Castleview Partners, LLC | 0.23% | Reduce -5.5% | 607 | $341K |
| Cathy Pareto & Associates, Inc. | 0.30% | Reduce -28.3% | 605 | $340K |
| McCollum Christoferson Group LLC | 0.10% | No change | 605 | $340K |
| Kearns & Associates LLC | 0.22% | No change | 605 | $340K |
| Schiavi & Co LLC | 0.12% | Add +7.1% | 605 | $340K |
| Horizon Investment Services, LLC | 0.17% | No change | 604 | $340K |
| Brogan Financial, Inc. | 0.16% | Add +0.3% | 604 | $339K |
| Defender Capital, LLC. | 0.13% | No change | 600 | $339K |
| Beacon Wealthcare LLC | 0.14% | No change | 603 | $339K |
| Williams & Novak, LLC | 0.33% | No change | 601 | $339K |
| Financial Life Advisors | 0.13% | No change | 602 | $338K |
| BlackDiamond Wealth Management, LLC | 0.23% | Reduce -5.1% | 596 | $338K |
| SwitchPoint Financial Planning, LLC | 0.32% | No change | 600 | $337K |
| Community Bank of Raymore | 0.27% | No change | 600 | $337K |
| Graybill Wealth Management, LTD. | 0.12% | — | 600 | $337K |
| Cairn Investment Group, Inc. | 0.19% | Reduce -5.5% | 600 | $337K |
| Leading Edge Financial Planning LLC | 0.11% | No change | 599 | $337K |
| QTR Family Wealth, LLC | 0.25% | — | 597 | $335K |
| Prentice Wealth Management LLC | 0.10% | Reduce -2.3% | 594 | $334K |
| Hurley Capital, LLC | 0.25% | Add +12.1% | 593 | $333K |
| Matthew Goff Investment Advisor, LLC | 0.06% | Reduce -2.5% | 593 | $333K |
| Argus Investors' Counsel, Inc. | 0.25% | Reduce -0.5% | 593 | $333K |
| Guardian Wealth Advisors, LLC | 0.21% | Add +10.8% | 593 | $333K |
| Cambridge Financial Group, LLC | 0.14% | No change | 591 | $332K |
| G&S Capital LLC | 0.14% | Add +0.2% | 590 | $331K |
| Griffith & Werner, Inc. | 0.21% | Reduce -41.8% | 589 | $331K |
| Nova Wealth Management, Inc. | 0.29% | Add +5.8% | 589 | $331K |
| Silverlake Wealth Management LLC | 0.13% | Add +48.0% | 589 | $331K |
| Hiley Hunt Wealth Management | 0.18% | Add +0.3% | 587 | $331K |
| Buckhead Capital Management LLC | 0.11% | Add +2.4% | 589 | $331K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 588 | $330K |
| Fischer Financial Services, Inc. | 0.11% | Reduce -4.1% | 586 | $329K |
| Eubel Brady & Suttman Asset Management Inc. | 0.05% | No change | 585 | $329K |
| Royal Fund Management, LLC | 0.04% | Reduce -18.9% | 582 | $328K |
| Letson Investment Management, Inc. | 0.13% | No change | 583 | $328K |
| Strait & Sound Wealth Management LLC | 0.15% | No change | 582 | $327K |
| Rosenblum Silverman Sutton S F Inc. | 0.09% | No change | 580 | $326K |
| Capasso Planning Partners LLC | 0.14% | Reduce -0.7% | 580 | $326K |
| Seelaus Asset Management LLC | 0.32% | Reduce -12.9% | 579 | $325K |
| MilWealth Group LLC | 0.09% | Reduce -6.3% | 578 | $325K |
| Total Investment Management Inc. | 0.04% | Reduce -12.3% | 578 | $325K |
| Orcam Financial Group | 0.30% | No change | 575 | $323K |
| Ssa Swiss Advisors AG | 0.17% | — | 575 | $323K |
| Probity Advisors, Inc. | 0.06% | No change | 575 | $323K |
| Purkiss Capital Advisors LLC | 0.24% | Add +8.9% | 573 | $322K |
| Maltin Wealth Management, Inc. | 0.15% | Add +23.3% | 571 | $321K |
| Aventura Private Wealth, LLC | 0.17% | Reduce -0.7% | 570 | $320K |
| Denver Wealth Management, Inc. | 0.15% | New | 568 | $319K |
| Heritage Wealth Management, Inc./Texas | 0.18% | Add +13.6% | 568 | $319K |
| Afg Fiduciary Services Limited Partnership | 0.23% | No change | 584 | $319K |
| Hillcrest Wealth Advisors - NY, LLC | 0.16% | No change | 566 | $318K |
| Channel Wealth LLC | 0.10% | Reduce -23.2% | 566 | $318K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 566 | $318K |
| Texas Bank & Trust Co | 0.13% | No change | 563 | $316K |
| Balance Wealth Partners LLC | 0.21% | — | 562 | $316K |
| Hilltop Partners LLC | 0.11% | Reduce -13.7% | 560 | $315K |
| Permanens Capital L.P. | 0.06% | New | 559 | $314K |
| JARISLOWSKY, FRASER Ltd | 0.00% | No change | 558 | $314K |
| Novak & Powell Financial Services, Inc. | 0.19% | New | 556 | $313K |
| ROSS\JOHNSON & Associates LLC | 5.35% | Add +4169.2% | 555 | $312K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.33% | Reduce -83.8% | 554 | $311K |
| IMPACTfolio, LLC | 0.16% | No change | 552 | $310K |
| Cambridge Capital Management, LLC | 0.20% | New | 552 | $310K |
| Heritage Investors Management Corp. | 0.01% | Add +33.0% | 552 | $310K |
| Wilkins Investment Counsel Inc. | 0.04% | Reduce -15.4% | 550 | $309K |
| Ranch Capital Advisors Inc. | 0.15% | Reduce -10.7% | 549 | $309K |
| Financial Sense Advisors, Inc. | 0.09% | Reduce -16.7% | 548 | $308K |
| Carroll Investors, Inc | 0.20% | Reduce -10.9% | 547 | $307K |
| Vienna Asset Management LLC | 0.24% | Reduce -31.6% | 545 | $306K |
| SFG Wealth Management, LLC. | 0.15% | Reduce -4.0% | 545 | $306K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 544 | $306K |
| IMZ Advisory Inc | 0.14% | Add +1.1% | 544 | $305K |
| KOM Wealth Management Group, LLC | 0.27% | Reduce -3.9% | 543 | $305K |
| Grand Wealth Management, LLC | 0.17% | No change | 543 | $305K |
| Accredited Investor Services, LLC | 0.25% | New | 542 | $305K |
| Robinson Smith Wealth Advisors LLC | 0.25% | Add +23.8% | 541 | $304K |
| AG Asset Advisory, LLC | 0.31% | No change | 540 | $303K |
| Bayesian Capital Management, LP | 0.05% | New | 540 | $303K |
| Citizens & Northern Corp. | 0.09% | Reduce -7.9% | 539 | $303K |
| Motiv8 Investments LLC | 0.20% | Reduce -0.9% | 539 | $303K |
| Copperwynd Financial, LLC | 0.08% | Reduce -97.3% | 538 | $302K |
| Matisse Capital | 0.16% | Reduce -5.5% | 538 | $302K |
| ShoreHaven Wealth Partners, LLC | 0.14% | No change | 534 | $301K |
| Northstar Asset Management Inc. | 0.09% | Reduce -23.4% | 533 | $299K |
| Noble Family Wealth, LLC | 0.08% | No change | 533 | $299K |
| Soros Capital Management LLC | 0.08% | New | 532 | $299K |
| McDonough Capital Management, Inc | 0.19% | Add +14.2% | 530 | $298K |
| Seneschal Advisors, LLC | 0.26% | Reduce -30.5% | 530 | $298K |
| Iron Gate Global Advisors LLC | 0.04% | Reduce -0.2% | 528 | $297K |
| Stanich Group LLC | 0.22% | New | 527 | $296K |
| Redwood Park Advisors LLC | 0.25% | Add +0.2% | 525 | $295K |
| Financial Alternatives, Inc | 0.21% | Reduce -7.4% | 524 | $294K |
| White & Co Financial Planning Inc | 0.25% | Reduce -15.8% | 527 | $294K |
| Attessa Capital LLC | 0.19% | No change | 523 | $294K |
| Riverview Capital Advisers, LLC | 0.09% | No change | 522 | $293K |
| Hapanowicz & Associates Financial Services, Inc | 0.16% | New | 521 | $293K |
| Canton Hathaway, LLC | 0.06% | No change | 520 | $292K |
| Optima Capital LLC | 0.18% | Reduce -91.5% | 515 | $290K |
| Eaton-Cambridge Inc. | 0.12% | Reduce -1.0% | 514 | $289K |
| Mount Vernon Associates Inc. | 0.23% | No change | 513 | $288K |
| Armstrong Henry H Associates Inc. | 0.03% | No change | 512 | $288K |
| Oak Hill Wealth Advisors, LLC | 0.07% | New | 510 | $287K |
| Level Wealth Management LLC | 0.19% | Reduce -5.6% | 509 | $286K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.13% | Add +0.4% | 512 | $286K |
| Ring Mountain Capital, LLC | 0.21% | No change | 507 | $285K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -4.0% | 530 | $284K |
| Capital Planning Advisors, LLC | 0.04% | Reduce -7.7% | 506 | $284K |
| Stonehearth Capital Management, LLC | 0.12% | No change | 506 | $284K |
| Richards, Merrill & Peterson, Inc. | 0.15% | Add +4.5% | 505 | $284K |
| Compass Financial Group, INC | 0.05% | Add +1.2% | 505 | $284K |
| Kaufman Rossin Wealth, LLC | 0.20% | No change | 504 | $283K |
| Sterling Investment Advisors, Ltd. | 0.07% | Add +1.2% | 503 | $283K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | No change | 503 | $283K |
| Schulhoff & Co. Inc. | 0.12% | No change | 502 | $282K |
| Harbour Trust & Investment Management Co | 0.03% | Reduce -6.4% | 501 | $282K |
| Dohj, LLC | 0.06% | Reduce -20.5% | 501 | $281K |
| Broadway Wealth Solutions, Inc. | 0.20% | No change | 500 | $281K |
| Legacy Bridge, LLC | 0.16% | No change | 500 | $281K |
| Knuff & Co LLC | 0.09% | Add +400.0% | 500 | $281K |
| Belmont Capital, LLC | 0.05% | No change | 500 | $281K |
| Abacus Wealth Partners, LLC | 0.04% | Reduce -2.0% | 497 | $279K |
| Xcel Wealth Management, LLC | 0.09% | Reduce -1.0% | 496 | $279K |
| CV Advisors LLC | 0.10% | Reduce -1.2% | 495 | $278K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 495 | $278K |
| Knollwood Investment Advisory, LLC | 0.03% | Add +13.8% | 495 | $278K |
| Palisade Asset Management, LLC | 0.03% | Reduce -0.8% | 493 | $277K |
| Fairfield, Bush & Co. | 0.18% | New | 493 | $277K |
| Seros Financial, LLC | 0.21% | No change | 492 | $276K |
| ARK & TLK Investments, LLC | 0.10% | No change | 492 | $276K |
| Triangle Securities Wealth Management | 0.07% | New | 492 | $276K |
| Acorn Wealth Advisors, LLC | 0.11% | No change | 491 | $276K |
| Opes Wealth Management LLC | 0.06% | Reduce -62.7% | 491 | $276K |
| SLT Holdings LLC | 0.27% | No change | 490 | $275K |
| Asset Advisors Investment Management, LLC | 0.03% | No change | 490 | $275K |
| Wisconsin Wealth Advisors, LLC | 0.39% | No change | 489 | $275K |
| Walker Financial Services, Inc. | 0.14% | Add +0.2% | 489 | $275K |
| Main Management LLC | 0.02% | Add +0.2% | 488 | $274K |
| Wood Tarver Financial Group, LLC | 0.09% | No change | 487 | $274K |
| Sloy Dahl & Holst, LLC | 0.05% | Add +0.8% | 486 | $273K |
| Blue Zone Wealth Advisors, LLC | 0.08% | Reduce -10.2% | 486 | $273K |
| Basepoint Wealth LLC | 0.21% | Reduce -35.2% | 484 | $272K |
| Taurus Asset Management, LLC | 0.03% | No change | 483 | $271K |
| Tradewinds Capital Management, LLC | 0.07% | Add +0.2% | 481 | $270K |
| Intrepid Capital Management Inc. | 0.16% | Reduce -6.6% | 481 | $270K |
| Shayne & Jacobs, LLC | 0.07% | Reduce -8.2% | 480 | $270K |
| Berkshire Money Management, Inc. | 0.03% | Reduce -16.1% | 480 | $269K |
| Stablepoint Partners, LLC | 0.05% | No change | 479 | $269K |
| Quantum Financial Planning Services, Inc. | 0.15% | Add +0.2% | 478 | $268K |
| Rolek Wealth Management LLC | 0.28% | Add +1.4% | 495 | $268K |
| Isthmus Partners, LLC | 0.03% | New | 476 | $267K |
| Slocum, Gordon & Co LLP | 0.20% | No change | 474 | $266K |
| Bright Futures Wealth Management, LLC. | 0.29% | Reduce -14.8% | 513 | $265K |
| TFG Advisers LLC | 0.10% | Reduce -1.1% | 471 | $265K |
| Bravias Capital Group, LLC | 0.21% | Reduce -4.5% | 470 | $264K |
| Yardley Wealth Management LLC | 0.16% | Reduce -66.0% | 470 | $264K |
| Citrine Capital LLC | 0.16% | No change | 469 | $264K |
| HT Partners LLC | 0.09% | No change | 468 | $263K |
| Meredith Wealth Planning | 0.12% | Add +0.2% | 466 | $262K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.12% | Reduce -0.4% | 466 | $262K |
| Reliant Wealth Planning | 0.12% | Reduce -2.7% | 466 | $262K |
| Crumly & Associates Inc. | 0.07% | Add +6.9% | 465 | $261K |
| Defined Financial Planning LLC | 0.26% | Add +1.8% | 463 | $261K |
| Bernard Wealth Management Corp. | 0.13% | Reduce -3.3% | 464 | $261K |
| Intellectus Partners, LLC | 0.06% | New | 463 | $260K |
| Prevail Innovative Wealth Advisors, LLC | 0.07% | New | 461 | $259K |
| MTM Investment Management, LLC | 0.10% | Add +35.0% | 459 | $259K |
| Hoey Investments, Inc. | 0.05% | New | 460 | $258K |
| Jackson Thornton Wealth Management, LLC | 0.03% | New | 485 | $256K |
| Pekin Hardy Strauss, Inc. | 0.03% | Reduce -14.1% | 456 | $256K |
| Verisail Partners, LLC | 0.12% | Add +5.8% | 453 | $255K |
| Rochester Wealth Strategies, LLC | 0.20% | — | 453 | $254K |
| Towne Trust Company, N.A | 0.09% | Reduce -12.6% | 452 | $254K |
| First Wilshire Securities Management Inc. | 0.07% | No change | 452 | $254K |
| Cedar Point Capital Partners, LLC | 0.17% | No change | 451 | $253K |
| Ellerson Group Inc. | 0.20% | No change | 450 | $253K |
| Dock Street Asset Management Inc. | 0.03% | Add +13.3% | 450 | $253K |
| Terra Nova Asset Management LLC | 0.20% | Add +0.2% | 449 | $252K |
| Breakwater Investment Management | 0.11% | No change | 449 | $252K |
| First National Bank Sioux Falls | 0.10% | No change | 449 | $252K |
| Rosenberg Matthew Hamilton | 0.06% | Add +0.7% | 445 | $250K |
| Vermillion Wealth Management, Inc. | 0.07% | Reduce -3.9% | 442 | $249K |
| Rooted Wealth Advisors, Inc. | 0.11% | Reduce -7.0% | 488 | $248K |
| Partners Wealth Management, LLC | 0.28% | No change | 439 | $247K |
| Tower Wealth Partners, Inc. | 0.13% | New | 438 | $246K |
| Farnam Financial LLC | 0.25% | Reduce -15.6% | 437 | $246K |
| C M Bidwell & Associates Ltd. | 0.15% | No change | 437 | $246K |
| Synergy Asset Management, LLC | 0.03% | Add +276.7% | 437 | $246K |
| Heritage Wealth Management, Inc. | 0.21% | No change | 436 | $245K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 436 | $245K |
| Duncan Williams Asset Management, LLC | 0.09% | Add +0.2% | 435 | $245K |
| Prosperitas Financial LLC | 0.13% | Add +24.6% | 435 | $244K |
| Pacific Sage Partners, LLC | 0.05% | No change | 433 | $243K |
| Park Square Financial Group, LLC | 0.19% | Add +120.4% | 432 | $243K |
| Addison Capital Co | 0.09% | No change | 431 | $242K |
| Ridgeline Wealth, LLC | 0.21% | No change | 431 | $242K |
| First Citizens Financial Corp | 0.14% | Add +2.1% | 430 | $242K |
| Oxbow Advisors, LLC | 0.03% | Reduce -4.9% | 430 | $242K |
| Curran Financial Partners, LLC | 0.06% | New | 429 | $241K |
| Chilton Investment Co. Inc. | 0.01% | No change | 428 | $240K |
| Myecfo, LLC | 0.13% | No change | 428 | $240K |
| Delos Wealth Advisors, LLC | 0.19% | Reduce -0.7% | 427 | $240K |
| Three Cord True Wealth Management, LLC | 0.20% | Reduce -4.5% | 425 | $239K |
| Visionary Horizons, LLC | 0.17% | Add +19.8% | 424 | $238K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.08% | Reduce -33.4% | 423 | $238K |
| BNC Wealth Management, LLC | 0.09% | Reduce -70.6% | 423 | $238K |
| Quattro Financial Advisors LLC | 0.08% | Add +14.9% | 423 | $238K |
| CarsonAllaria Wealth Management, Ltd. | 0.14% | Reduce -4.1% | 422 | $237K |
| Tandem Financial, LLC | 0.26% | Add +12.8% | 422 | $237K |
| First Fiduciary Investment Counsel, Inc. | 0.05% | Reduce -13.2% | 421 | $237K |
| Bellecapital International Ltd. | 0.05% | New | 421 | $237K |
| Everest Private Wealth | 0.22% | No change | 420 | $236K |
| One Plus One Wealth Management, LLC | 0.13% | Add +15.1% | 420 | $236K |
| Providence First Trust Co | 0.10% | No change | 420 | $236K |
| WoodTrust Financial Corp | 0.03% | Reduce -19.9% | 419 | $235K |
| Altrius Capital Management Inc | 0.06% | Reduce -4.1% | 417 | $234K |
| Financial Insights, Inc. | 0.09% | New | 415 | $233K |
| Advocate Group LLC | 0.04% | No change | 415 | $233K |
| Marmo Financial Group, LLC | 0.13% | Add +0.2% | 413 | $232K |
| Rainier Family Wealth Inc. | 0.27% | Add +7.8% | 413 | $232K |
| Hobbs Wealth Management, LLC | 0.26% | Reduce -11.8% | 413 | $232K |
| Columbia River Financial Group, LLC | 0.15% | Reduce -8.0% | 413 | $232K |
| Strategic Investment Management, LLC | 0.09% | Reduce -99.5% | 412 | $232K |
| Shotwell Rutter Baer Inc | 0.20% | Reduce -4.4% | 456 | $231K |
| Dupree Financial Group, LLC | 0.10% | New | 412 | $231K |
| IFG Advisors, LLC | 0.04% | No change | 412 | $231K |
| Transatlantique Private Wealth LLC | 0.09% | New | 411 | $231K |
| CJM Wealth Advisers, Ltd. | 0.08% | No change | 409 | $230K |
| Poinciana Advisors Group, LLC | 0.24% | No change | 408 | $229K |
| Axim Planning & Wealth | 0.20% | Reduce -28.1% | 407 | $229K |
| Inlet Private Wealth, LLC | 0.06% | New | 406 | $228K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -99.4% | 405 | $228K |
| Advisors Management Group Inc. | 0.05% | Add +9.7% | 406 | $228K |
| Graney & King, LLC | 0.17% | Add +143.1% | 406 | $228K |
| Claris Financial LLC | 0.15% | No change | 387 | $228K |
| Alhambra Investment Management LLC | 0.12% | Reduce -5.8% | 405 | $228K |
| Provident Wealth Management, LLC | 0.08% | No change | 405 | $228K |
| Old North State Wealth Management, LLC | 0.13% | No change | 402 | $227K |
| Red Mountain Financial, LLC | 0.28% | Add +4.4% | 405 | $227K |
| Elevatus Welath Management | 0.13% | Reduce -2.2% | 404 | $227K |
| Define Financial, LLC | 0.17% | Add +0.5% | 423 | $227K |
| Rainey & Randall Wealth Advisors Inc. | 0.04% | Add +15.1% | 403 | $226K |
| Battery Global Advisors, LLC | 0.13% | No change | 402 | $226K |
| Aull & Monroe Investment Management Corp | 0.11% | No change | 400 | $225K |
| Empire Financial Management Company, LLC | 0.07% | No change | 399 | $224K |
| Vaughan David Investments LLC | 0.01% | New | 399 | $224K |
| RFG Holdings, Inc. | 0.07% | No change | 397 | $224K |
| Clear Point Advisors Inc. | 0.20% | Add +0.3% | 397 | $223K |
| Braun-Bostich & Associates Inc. | 0.17% | Reduce -10.8% | 397 | $223K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Add +0.3% | 397 | $223K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -35.3% | 395 | $222K |
| BXM Wealth LLC | 0.27% | Reduce -10.2% | 395 | $222K |
| Sterling Financial Group, Inc. | 0.08% | Reduce -14.6% | 393 | $221K |
| Dumont & Blake Investment Advisors LLC | 0.06% | Reduce -28.1% | 393 | $221K |
| Retirement Financial Solutions, LLC | 0.09% | New | 393 | $221K |
| Stordahl Capital Management, Inc. | 0.05% | No change | 392 | $220K |
| First Financial Corp. | 0.11% | No change | 389 | $219K |
| Horizon Advisory Services, Inc. | 0.12% | No change | 388 | $218K |
| Natural Investments, LLC | 0.06% | No change | 388 | $218K |
| 25 LLC | 0.09% | New | 387 | $217K |
| 626 Financial, LLC | 0.11% | No change | 386 | $217K |
| Pegasus Asset Management, Inc. | 0.09% | Reduce -1.8% | 385 | $216K |
| United Asset Strategies, Inc. | 0.02% | Add +2.4% | 384 | $216K |
| Merrion Investment Management Co, LLC | 0.15% | No change | 382 | $215K |
| Family Investment Center, Inc. | 0.05% | Add +8.2% | 381 | $214K |
| Granite Bay Wealth Management, LLC | 0.07% | Add +1.6% | 381 | $214K |
| NBW Capital LLC | 0.05% | Reduce -1.0% | 380 | $214K |
| Nichols & Pratt Advisers LLP | 0.01% | Add +8.0% | 377 | $212K |
| 4WEALTH Advisors, Inc. | 0.23% | No change | 376 | $211K |
| Manchester Financial Inc. | 0.05% | New | 375 | $211K |
| DecisionPoint Financial, LLC | 0.06% | No change | 373 | $209K |
| Manning & Napier Advisors LLC | 0.00% | New | 372 | $209K |
| Rise Advisors, LLC | 0.09% | Add +11.4% | 371 | $208K |
| ELCO Management Co., LLC | 0.11% | Reduce -2.6% | 369 | $207K |
| Wallace Capital Management Inc. | 0.03% | New | 368 | $207K |
| Abbot Financial Management, Inc. | 0.11% | No change | 368 | $207K |
| AJ Advisors, LLC | 0.11% | Add +0.3% | 367 | $206K |
| Anchor Investment Management, LLC | 0.02% | Reduce -8.3% | 367 | $206K |
| EnRich Financial Partners LLC | 0.07% | Reduce -1.9% | 366 | $206K |
| Patrick M Sweeney & Associates, Inc. | 0.15% | No change | 365 | $205K |
| Laffer Tengler Investments, Inc. | 0.05% | New | 364 | $205K |
| LaFleur & Godfrey LLC | 0.03% | No change | 364 | $205K |
| Midwest Financial Group LLC | 0.12% | No change | 363 | $204K |
| Opinicus Capital, Inc. | 0.18% | Add +0.3% | 362 | $203K |
| One Wealth Map LLC | 0.14% | No change | 394 | $203K |
| PCG Asset Management, LLC | 0.19% | New | 360 | $202K |
| Ables, Iannone, Moore & Associates, Inc. | 0.14% | New | 360 | $202K |
| Carmel Capital Partners, LLC | 0.08% | No change | 360 | $202K |
| Elgethun Capital Management | 0.05% | No change | 360 | $202K |
| Powell Investment Advisors, LLC | 0.10% | No change | 359 | $202K |
| Professional Financial Advisors, LLC | 0.05% | Reduce -7.7% | 358 | $201K |
| Aft, Forsyth & Company, Inc. | 0.11% | Add +0.3% | 357 | $201K |
| J. W. Coons Advisors, LLC | 0.05% | No change | 357 | $201K |
| Capital A Wealth Management, LLC | 0.21% | Reduce -25.0% | 357 | $201K |
| Westend Capital Management, LLC | 0.08% | Reduce -41.3% | 357 | $201K |
| Mills Wealth Advisors LLC | 0.11% | New | 357 | $201K |
| Riggs Asset Managment Co. Inc. | 0.06% | Add +4.4% | 356 | $200K |
| New Capital Management LP | 0.06% | No change | 356 | $200K |
| Ironvine Capital Partners, LLC | 0.02% | New | 356 | $200K |
| Loomis Sayles & Co. L P | 0.00% | Add +10.9% | 355 | $199K |
| Clarity Asset Management, Inc. | 0.13% | Add +0.3% | 349 | $196K |
| Financial Connections Group, Inc. | 0.08% | Add +25.4% | 415 | $187K |
| Capital Investment Counsel, Inc | 0.03% | No change | 315 | $177K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +19.5% | 313 | $176K |
| Lowe Wealth Advisors, LLC | 0.07% | Reduce -1.6% | 309 | $174K |
| GKV Capital Management Co., Inc. | 0.08% | Add +93.6% | 304 | $171K |
| Bellevue Asset Management, LLC | 0.09% | No change | 302 | $170K |
| Evergreen Private Wealth LLC | 0.08% | No change | 301 | $169K |
| Semmax Financial Advisors Inc. | 0.05% | No change | 295 | $167K |
| AllSquare Wealth Management LLC | 0.10% | No change | 297 | $167K |
| Macquarie Group Ltd. | 0.00% | Reduce -99.9% | 297 | $167K |
| Greenline Partners, LLC | 0.02% | Add +5343.6% | 16,113 | $166K |
| Anfield Capital Management, LLC | 0.06% | No change | 292 | $164K |
| Darwin Wealth Management, LLC | 0.05% | No change | 277 | $163K |
| Millstone Evans Group, LLC | 0.11% | Add +5.1% | 289 | $162K |
| Stuart Chaussee & Associates, Inc. | 0.04% | No change | 282 | $159K |
| Perkins Coie Trust Co | 0.03% | No change | 273 | $153K |
| Morse Asset Management, Inc | 0.04% | Reduce -5.6% | 270 | $152K |
| Cedar Mountain Advisors, LLC | 0.03% | Reduce -36.4% | 266 | $149K |
| LFA - Lugano Financial Advisors SA | 0.10% | No change | 257 | $144K |
| Marshall Investment Management, LLC | 0.09% | No change | 256 | $144K |
| Arjuna Capital | 0.04% | New | 254 | $143K |
| Wolff Wiese Magana LLC | 0.10% | No change | 252 | $142K |
| Kentucky Trust Co | 0.08% | No change | 250 | $140K |
| Mill Capital Management, LLC | 0.01% | No change | 250 | $140K |
| Weaver Capital Management LLC | 0.04% | No change | 241 | $136K |
| MPWM Advisory Solutions, LLC | 0.10% | No change | 241 | $135K |
| Smallwood Wealth Investment Management, LLC | 0.08% | New | 237 | $134K |
| Christopher J. Hasenberg, Inc | 0.05% | Add +84.3% | 234 | $132K |
| Mattson Financial Services, LLC | 0.04% | New | 220 | $124K |
| Financial Freedom, LLC | 0.07% | No change | 215 | $121K |
| Rakuten Securities, Inc. | 0.06% | Add +21.5% | 215 | $121K |
| Blume Capital Management, Inc. | 0.03% | Reduce -10.5% | 214 | $120K |
| Kozak & Associates, Inc. | 0.03% | Reduce -36.6% | 222 | $120K |
| Friedenthal Financial | 0.07% | Reduce -83.3% | 212 | $119K |
| Cetera Trust Company, N.A | 0.08% | No change | 210 | $118K |
| IMA Advisory Services, Inc. | 0.01% | New | 209 | $118K |
| Murphy & Mullick Capital Management Corp | 0.11% | Add +309.8% | 209 | $117K |
| Prudent Man Investment Management, Inc. | 0.06% | No change | 191 | $112K |
| Costello Asset Management, INC | 0.05% | No change | 199 | $112K |
| North Capital, Inc. | 0.10% | — | 196 | $110K |
| Insight Inv LLC | 0.08% | Add +59.4% | 196 | $110K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -5.5% | 188 | $106K |
| North Ridge Wealth Advisors, Inc. | 0.07% | No change | 180 | $101K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | No change | 176 | $99K |
| Topsail Wealth Management, LLC | 0.02% | Add +6.1% | 174 | $98K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 171 | $96K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -56.0% | 170 | $95K |
| Robinswood Financial LLC | 0.04% | Add +1.8% | 169 | $95K |
| Crowley Wealth Management, Inc. | 0.09% | No change | 166 | $93K |
| Game Plan Financial Advisors, LLC | 0.05% | Add +19.4% | 166 | $93K |
| Kopp Family Office, LLC | 0.06% | No change | 159 | $89K |
| Private Wealth Management Group, LLC | 0.03% | Add +100.0% | 154 | $87K |
| Accredited Wealth Management, LLC | 0.07% | Reduce -6.1% | 153 | $86K |
| Perritt Capital Management Inc | 0.05% | Add +0.7% | 148 | $83K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.03% | Reduce -12.3% | 143 | $80K |
| Proffitt & Goodson Inc. | 0.01% | Add +38.8% | 143 | $80K |
| Aviso Financial Inc. | 0.00% | No change | 140 | $79K |
| IMG Wealth Management, Inc. | 0.07% | New | 139 | $78K |
| Wealth Preservation Advisors, LLC | 0.05% | — | 135 | $76K |
| Atticus Wealth Management, LLC | 0.02% | Reduce -6.7% | 125 | $70K |
| Peoples Bank | 0.05% | No change | 121 | $68K |
| Adirondack Trust Co. | 0.03% | No change | 121 | $68K |
| Legacies Wealth LLC | 0.05% | No change | 113 | $63K |
| PrairieView Partners, LLC | 0.01% | No change | 113 | $63K |
| Atala Financial Inc | 0.04% | No change | 110 | $62K |
| Godsey & Gibb, Inc. | 0.01% | No change | 110 | $62K |
| Hartford Financial Management Inc. | 0.01% | No change | 107 | $60K |
| Inlight Wealth Management, LLC | 0.04% | New | 106 | $60K |
| Nalls Sherbakoff Group, LLC | 0.05% | — | 102 | $57K |
| Missouri Trust & Investment Co | 0.02% | Reduce -20.0% | 100 | $56K |
| Parkworth Wealth Management, Inc. | 0.04% | No change | 100 | $56K |
| Evolution Advisers, Inc. | 0.03% | No change | 100 | $56K |
| Spurstone Advisory Services, LLC | 1.06% | New | 97 | $55K |
| Thompson Investment Management, Inc. | 0.01% | No change | 96 | $54K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 95 | $53K |
| Elevation Wealth Partners, LLC | 0.02% | Reduce -24.6% | 95 | $53K |
| Horizon Bancorp Inc. | 0.03% | No change | 94 | $53K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 94 | $53K |
| Ogorek Anthony Joseph /NY/ | 0.02% | New | 94 | $52K |
| Cheviot Value Management, LLC | 0.01% | New | 91 | $52K |
| Your Advocates Ltd., LLP | 0.02% | No change | 91 | $51K |
| Chesapeake Asset Management LLC | 0.05% | No change | 91 | $51K |
| Winnacle Wealth LLC | 0.05% | No change | 91 | $51K |
| Anderson Financial Strategies, LLC | 0.03% | Reduce -9.5% | 86 | $48K |
| Birchbrook, Inc. | 0.03% | No change | 82 | $46K |
| Compass Financial Services Inc | 0.02% | No change | 82 | $46K |
| Eq Wealth Advisors, LLC | 0.04% | Reduce -79.4% | 81 | $46K |
| Putney Financial Group LLC | 0.05% | No change | 80 | $45K |
| Marquette Asset Management, LLC | 0.01% | Add +51.9% | 79 | $44K |
| LRI Investments, LLC | 0.00% | No change | 78 | $44K |
| Kennebec Savings Bank | 0.04% | No change | 69 | $39K |
| Tower View Wealth Management LLC | 0.02% | Add +1.5% | 69 | $39K |
| Dynamic Wealth Strategies, LLC | 0.03% | New | 67 | $38K |
| Eukles Asset Management | 0.01% | No change | 59 | $33K |
| Sittner & Nelson, LLC | 0.01% | Reduce -9.5% | 57 | $32K |
| Investment Counsel Co. of Nevada | 0.07% | No change | 56 | $31K |
| Lord & Richards Wealth Management, LLC | 0.04% | New | 56 | $31K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 55 | $31K |
| Flaharty Asset Management, LLC | 0.00% | New | 50 | $28K |
| Pflug Koory, LLC | 0.01% | Reduce -9.4% | 48 | $27K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 43 | $24K |
| Covestor Ltd | 0.02% | Add +32.3% | 41 | $23K |
| Citizens National Bank Trust Department | 0.00% | No change | 40 | $22K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 37 | $21K |
| Burkett Financial Services, LLC | 0.01% | Reduce -41.3% | 37 | $21K |
| WFA Asset Management Corp | 0.01% | Reduce -69.8% | 38 | $20K |
| Sawyer & Company, Inc | 0.01% | No change | 32 | $18K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -99.7% | 30 | $17K |
| Curio Wealth, LLC | 0.01% | Reduce -96.4% | 1 | $16K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +16.7% | 28 | $16K |
| 10Elms LLP | 0.02% | No change | 26 | $15K |
| Affinity Wealth LLC | 0.01% | No change | 25 | $14K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 24 | $13K |
| WealthCollab, LLC | 0.01% | No change | 24 | $13K |
| GS Investments, Inc. | 0.01% | Reduce -27.3% | 24 | $13K |
| Longview Financial Advisors LLC | 0.01% | No change | 22 | $12K |
| Bridge Generations Wealth Management LLC | 0.01% | No change | 22 | $12K |
| Asset Planning,Inc | 0.01% | No change | 22 | $12K |
| Sellwood Investment Partners LLC | 0.01% | Reduce -61.1% | 21 | $12K |
| Rice Partnership, LLC | 0.00% | Reduce -90.7% | 20 | $11K |
| Nvwm, LLC | 0.00% | No change | 19 | $11K |
| Ravenstone Capital Management Inc. | 0.01% | New | 18 | $10K |
| Logan Capital Management Inc. | 0.00% | Add +41.7% | 17 | $10K |
| Gables Capital Management Inc. | 0.00% | No change | 16 | $9K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 13 | $7K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 11 | $6K |
| Winch Advisory Services, LLC | 0.00% | Add +37.5% | 11 | $6K |
| Vision Financial Markets LLC | 0.01% | New | 10 | $6K |
| Goodman Advisory Group, LLC | 0.00% | New | 7 | $4K |
| POM Investment Strategies, LLC | 0.00% | New | 4 | $2K |
| Runnymede Capital Advisors, Inc. | 0.00% | No change | 4 | $2K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 2 | $1K |
| Ball & Co Wealth Management Inc. | 0.00% | No change | 3 | $1K |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -99.5% | 1 | $562 |
"% 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.