iShares Core S&P 500 ETFIVVETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 3,624 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 52 from Q1 2025. 133 opened new positions and 84 sold out. The largest holders were BlackRock, Inc. ($44.1B), Northwestern Mutual Wealth Management Co. ($20.2B) and Envestnet Asset Management Inc. ($17.6B). 9 famous investors held it, including Ray Dalio (5.8% of Bridgewater Associates's portfolio), Israel Englander (3.6% of Millennium Management's portfolio) and Joel Greenblatt (1.0% of Gotham Asset Management's portfolio).
- Company
- iShares Core S&P 500 ETF
- CUSIP
- 464287200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 133 | $624.3M |
| Exits | 84 | $7.0B |
All 13F filers, Q1 2025 → Q2 2025: 32,891,978 shares bought and 78,961,912 shares sold, net −46,069,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,624 holders
| BlackRock, Inc. | 0.85% | Reduce -0.7% | 71,087,025 | $44.1B |
| Northwestern Mutual Wealth Management Co. | 14.70% | Add +3.8% | 32,488,472 | $20.2B |
| Envestnet Asset Management Inc. | 5.14% | Reduce -20.5% | 28,368,848 | $17.6B |
| JPMorgan Chase & Co. | 1.21% | Add +18.3% | 28,271,587 | $17.6B |
| Morgan Stanley | 1.00% | Reduce -6.1% | 24,758,410 | $15.4B |
| Creative Planning | 11.79% | Add +1.8% | 22,229,974 | $13.8B |
| Marshall Wace, LLP | 15.94% | Reduce -9.6% | 21,422,379 | $13.3B |
| Bank of America Corp. | 1.07% | Reduce -15.8% | 21,308,219 | $13.2B |
| Wells Fargo & Company | 2.43% | Reduce -0.3% | 17,705,487 | $11.0B |
| Jones Financial Companies LLLP | 7.77% | Add +16.2% | 16,600,491 | $10.3B |
| PNC Financial Services Group, Inc. | 6.15% | Add +0.7% | 15,375,370 | $9.5B |
| Bank of New York Mellon Corp | 1.57% | Reduce -1.0% | 13,350,287 | $8.3B |
| Royal Bank of Canada | 1.61% | Add +1.5% | 13,311,281 | $8.3B |
| Goldman Sachs Group Inc. | 1.09% | Reduce -4.4% | 10,828,048 | $6.7B |
| First Command Advisory Services, Inc. | 53.47% | Add +0.6% | 10,004,720 | $6.2B |
| LPL Financial LLC | 1.93% | Reduce -12.0% | 9,316,636 | $5.8B |
| Northern Trust Corp. | 0.71% | Add +3.8% | 8,318,019 | $5.2B |
| Ameriprise Financial Inc. | 1.22% | Add +4.8% | 7,918,142 | $4.9B |
| Capula Management Ltd | 58.39% | Reduce -50.2% | 7,658,145 | $4.8B |
| Nisa Investment Advisors, LLC | 21.43% | Add +16.1% | 7,654,221 | $4.8B |
| Squarepoint Ops LLC | 10.47% | Add +7.5% | 7,647,923 | $4.7B |
| CI Investments Inc. | 16.96% | No change | 7,277,282 | $4.5B |
| Truist Financial Corp. | 6.32% | Reduce -2.5% | 6,942,139 | $4.3B |
| Wealth Enhancement Advisory Services, LLC | 6.72% | Add +2.6% | 6,456,904 | $4.1B |
| Millennium Management | 3.61% | Reduce -32.5% | 6,281,763 | $3.9B |
| FMR LLC | 0.21% | Reduce -2.4% | 5,965,861 | $3.7B |
| US Bancorp \de | 4.61% | Reduce -3.4% | 5,894,564 | $3.7B |
| Wealthspire Advisors, LLC | 18.17% | Add +0.4% | 5,206,372 | $3.2B |
| Prudential Financial Inc. | 4.08% | Reduce -45.0% | 5,084,700 | $3.2B |
| Alliancebernstein L.P. | 1.03% | Reduce -5.5% | 5,077,582 | $3.2B |
| Mariner, LLC | 4.44% | Add +3.9% | 4,959,031 | $3.1B |
| Alberta Investment Management Corp | 24.55% | Reduce -7.6% | 4,657,830 | $2.9B |
| Alyeska Investment Group, L.P. | 10.26% | Add +4.7% | 4,653,980 | $2.9B |
| Raymond James Financial Inc. | 0.90% | Add +0.6% | 4,217,885 | $2.6B |
| National Pension Service | 2.21% | No change | 4,119,355 | $2.6B |
| Captrust Financial Advisors | 5.38% | Add +5.5% | 3,878,929 | $2.4B |
| Corient Private Wealth LP | 3.20% | Reduce -41.4% | 3,018,571 | $2.4B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 18.00% | No change | 3,581,847 | $2.2B |
| Kedalion Capital Management LLP | 79.77% | Add +28.9% | 3,296,000 | $2.0B |
| Asset Management One Co., Ltd. | 6.28% | Add +0.4% | 3,223,672 | $2.0B |
| Michael & Susan Dell Foundation | 84.75% | Add +4.9% | 3,145,697 | $2.0B |
| BNP Paribas Financial Markets | 1.54% | Add +43.9% | 3,128,104 | $1.9B |
| UBS Group AG | 0.40% | Reduce -18.7% | 3,100,486 | $1.9B |
| Envestnet Portfolio Solutions, Inc. | 6.91% | Reduce -24.3% | 3,024,929 | $1.9B |
| Keybank National Association | 6.90% | Add +11.4% | 2,986,888 | $1.9B |
| Commonwealth Equity Services, LLC | 2.34% | Reduce -3.5% | 2,855,635 | $1.8B |
| Bank of Montreal | 0.85% | Reduce -63.8% | 2,683,942 | $1.7B |
| Choate Investment Advisors | 35.81% | Reduce -3.7% | 2,659,916 | $1.7B |
| Healthcare of Ontario Pension Plan Trust Fund | 3.27% | Add +1.8% | 2,605,215 | $1.6B |
| HighTower Advisors, LLC | 2.00% | Add +0.2% | 2,567,597 | $1.6B |
| Bridgewater Associates | 5.78% | Add +6.2% | 2,309,750 | $1.4B |
| Pathstone Holdings, LLC | 5.56% | Add +7.3% | 2,371,939 | $1.4B |
| Cerity Partners LLC | 2.51% | Add +9.5% | 2,264,625 | $1.4B |
| AIA Group Ltd | 30.23% | Reduce -0.3% | 2,239,117 | $1.4B |
| MKP Capital Management, L.L.C. | 69.95% | Add +21.2% | 2,193,357 | $1.4B |
| Greenleaf Trust | 11.26% | Add +3.4% | 2,051,529 | $1.3B |
| Cresset Asset Management, LLC | 6.19% | Reduce -6.1% | 1,991,033 | $1.2B |
| MML Investors Services, LLC | 3.55% | Reduce -14.8% | 1,982,044 | $1.2B |
| Jasper Ridge Partners, L.P. | 29.40% | Add +25.8% | 1,892,497 | $1.2B |
| Cetera Investment Advisers | 1.94% | Reduce -14.6% | 1,851,613 | $1.1B |
| Avantax Advisory Services, Inc. | 6.29% | Reduce -1.3% | 1,842,537 | $1.1B |
| Neuberger Berman Group LLC | 0.84% | Add +12.8% | 1,752,832 | $1.1B |
| MAI Capital Management | 7.43% | Add +5.0% | 1,724,153 | $1.1B |
| Osaic Holdings, Inc. | 1.90% | Add +5.3% | 1,721,592 | $1.1B |
| Fifth Third Bancorp | 3.62% | Reduce -0.2% | 1,685,482 | $1.0B |
| Allianz SE | 23.24% | Add +3.4% | 1,584,282 | $983.7M |
| Barings LLC | 23.44% | Reduce -0.9% | 1,585,258 | $978.8M |
| Fiduciary Trust Co | 12.03% | Reduce -0.4% | 1,574,671 | $977.7M |
| Northwestern Mutual Investment Management Company, LLC | 14.93% | Reduce -4.8% | 1,562,400 | $970.1M |
| Fund Evaluation Group, LLC | 36.71% | Reduce -10.7% | 1,529,303 | $949.5M |
| Municipal Employees' Retirement System of Michigan | 11.07% | Add +2.1% | 1,481,662 | $920.0M |
| Brown Advisory Inc. | 1.11% | Add +6.8% | 1,363,678 | $846.7M |
| Korea Investment CORP | 1.87% | Add +15.5% | 1,354,136 | $840.8M |
| Alaska Permanent Fund Corp | 49.65% | Add +42.6% | 1,318,000 | $836.8M |
| Johnson Investment Counsel Inc. | 7.49% | Add +1.8% | 1,342,450 | $833.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.17% | Reduce -6.5% | 1,328,806 | $825.1M |
| M&T Bank Corp | 2.83% | Reduce -2.8% | 1,326,911 | $823.9M |
| Alesco Advisors, LLC, An ESL Co | 23.64% | Add +1.8% | 1,323,861 | $822.0M |
| Janney Montgomery Scott LLC | 2.05% | Reduce -18.5% | 1,265,421 | $785.7M |
| Nearwater Capital Markets, Ltd | 12.42% | Add +25.0% | 1,250,000 | $776.1M |
| National Philanthropic Trust | 10.37% | Add +0.4% | 1,247,572 | $774.6M |
| Cwm, LLC | 2.69% | Reduce -31.9% | 1,228,919 | $763.0M |
| Flputnam Investment Management Co. | 12.54% | Add +1.8% | 1,175,676 | $730.0M |
| Japan Science & Technology Agency | 11.54% | No change | 1,170,800 | $726.9M |
| Bank of Nova Scotia | 1.49% | Add +68.8% | 1,166,227 | $724.1M |
| Constellation Investments, Inc. | 33.16% | Reduce -1.7% | 1,155,019 | $717.2M |
| Provida Pension Fund Administrator | 12.95% | Add +47.9% | 1,151,861 | $715.2M |
| FIL Ltd | 0.61% | Reduce -12.6% | 1,139,532 | $707.5M |
| Regions Financial Corp. | 4.81% | Add +4.0% | 1,124,018 | $697.9M |
| Simplify Asset Management Inc. | 41.89% | Reduce -7.5% | 1,113,386 | $691.3M |
| Eisler Capital Management Ltd. | 23.75% | Add +34.1% | 1,112,500 | $690.6M |
| Waverly Advisors, LLC | 7.53% | Add +7.7% | 1,105,028 | $686.1M |
| UNC Management Company, Inc. | 76.73% | Reduce -19.1% | 1,078,791 | $669.8M |
| Johnson Financial Group, Inc. | 30.09% | Add +2.6% | 1,076,986 | $668.7M |
| Macquarie Group Ltd. | 0.80% | Add +351667.7% | 1,044,750 | $648.7M |
| Bessemer Group Inc. | 1.01% | Add +1.3% | 1,005,552 | $624.3M |
| Cambridge Investment Research Advisors, Inc. | 1.88% | Reduce -3.2% | 997,173 | $619.1M |
| Capstone Investment Advisors, LLC | 6.17% | Add +0.3% | 959,240 | $595.6M |
| Comerica Bank | 2.29% | Reduce -2.7% | 951,625 | $590.9M |
| Schroder Investment Management Group | 0.50% | Reduce -19.8% | 952,899 | $588.4M |
| Nationwide Fund Advisors | 32.90% | Add +24.4% | 946,508 | $587.7M |
| Brown Brothers Harriman & Co. | 3.70% | Reduce -0.9% | 927,199 | $575.7M |
| Assetmark, Inc. | 1.33% | Add +774.9% | 907,365 | $563.4M |
| Franklin Resources Inc. | 0.15% | Reduce -4.5% | 906,504 | $562.9M |
| United Capital Financial Advisors, LLC | 4.30% | Reduce -13.1% | 856,197 | $531.6M |
| Park Avenue Securities LLC | 4.86% | Reduce -41.3% | 851,043 | $528.4M |
| Principal Financial Group Inc. | 0.27% | Reduce -62.9% | 831,454 | $516.2M |
| Rockefeller Capital Management L.P. | 1.13% | Add +0.9% | 819,186 | $516.1M |
| CHURCHILL MANAGEMENT Corp | 5.57% | Add +0.4% | 826,375 | $513.1M |
| SG Americas Securities, LLC | 2.29% | Reduce -67.0% | 825,900 | $512.8M |
| Partners Capital Investment Group, LLP | 20.46% | Reduce -61.0% | 815,096 | $506.1M |
| Public Employees Retirement System of Ohio | 1.69% | Reduce -58.3% | 809,800 | $502.8M |
| Allianz Asset Management GmbH | 0.66% | Add +995.1% | 799,991 | $496.7M |
| Focus Partners Wealth | 1.07% | Add +22.8% | 797,865 | $495.4M |
| Baird Financial Group, Inc. | 0.86% | Reduce -0.5% | 788,969 | $489.9M |
| Leith Wheeler Investment Counsel Ltd. | 33.53% | Reduce -1.0% | 759,132 | $471.3M |
| Coldstream Capital Management Inc. | 7.56% | Reduce -2.7% | 743,974 | $461.9M |
| Dynasty Wealth Management, LLC | 7.81% | Reduce -11.1% | 737,774 | $458.1M |
| Circle Wealth Management, LLC | 10.14% | Add +0.0% | 734,726 | $456.2M |
| Kestra Advisory Services, LLC | 2.22% | Add +16.7% | 733,125 | $455.2M |
| Parallel Advisors, LLC | 9.09% | Add +4.6% | 731,911 | $454.4M |
| Swan Global Investments, LLC | 20.92% | Reduce -2.4% | 727,636 | $451.8M |
| HSBC Holdings PLC | 0.28% | Add +116.3% | 707,795 | $439.2M |
| Mercer Global Advisors Inc. | 0.95% | Add +8.1% | 682,371 | $423.7M |
| CKW Financial Group | 47.66% | Reduce -0.5% | 667,694 | $414.4M |
| UMB Bank, n.a. | 6.40% | Add +7.9% | 661,367 | $410.6M |
| Main Management Fund Advisors LLC | 48.71% | Add +8.8% | 657,900 | $408.5M |
| Sigma Investment Counselors Inc. | 22.46% | Add +2.5% | 657,292 | $408.1M |
| Heritage Wealth Advisors | 19.38% | Reduce -1.1% | 657,131 | $408.0M |
| Stifel Financial Corp. | 0.40% | Reduce -10.9% | 656,358 | $407.5M |
| Freestone Capital Holdings, LLC | 13.77% | Add +2.8% | 652,262 | $405.0M |
| NewEdge Advisors, LLC | 2.08% | Reduce -20.3% | 650,508 | $403.9M |
| Nissay Asset Management Corp. /Japan | 2.36% | No change | 650,447 | $403.9M |
| Truepoint, Inc. | 10.02% | Add +3.4% | 648,367 | $402.6M |
| Tiaa Trust, National Association | 1.05% | Reduce -15.6% | 646,928 | $401.7M |
| Evoke Wealth, LLC | 9.36% | Add +2.1% | 642,945 | $399.2M |
| Tidal Investments LLC | 2.56% | Reduce -7.4% | 630,541 | $391.5M |
| Aspiriant, LLC | 12.33% | Add +7.0% | 624,720 | $387.9M |
| Equitable Holdings, Inc. | 3.20% | Add +0.0% | 624,312 | $387.6M |
| Matson Money. Inc. | 13.34% | No change | 620,081 | $385.0M |
| Avidian Wealth Enterprises, LLC | 15.31% | Add +5.7% | 606,257 | $376.4M |
| Cahaba Wealth Management, Inc. | 29.13% | Reduce -3.7% | 603,722 | $374.9M |
| Genworth Financial Inc | 91.61% | No change | 601,470 | $373.5M |
| &partners | 2.85% | Add +11.8% | 597,818 | $371.8M |
| Investment Management Corp of Ontario | 5.38% | Add +6.8% | 594,670 | $369.2M |
| Allspring Global Investments Holdings, LLC | 0.62% | Reduce -8.5% | 593,205 | $368.2M |
| Manufacturers Life Insurance Company, The | 0.33% | Add +127.6% | 585,855 | $363.8M |
| Quotient Wealth Partners, LLC | 10.60% | Add +1.8% | 580,421 | $360.4M |
| Two Sigma Investments, LP | 0.66% | Add +1.0% | 564,700 | $350.6M |
| Farther Finance Advisors, LLC | 6.89% | Add +38.2% | 553,894 | $343.9M |
| Mirae Asset Global Investments Co., Ltd. | 1.19% | Reduce -39.1% | 551,344 | $342.3M |
| OP Asset Management Ltd | 4.98% | No change | 545,343 | $338.6M |
| Ritholtz Wealth Management | 7.32% | Add +50.3% | 533,959 | $331.5M |
| Orgel Wealth Management, LLC | 7.99% | Add +9.5% | 533,783 | $331.4M |
| Legacy Wealth Management, LLC | 20.47% | Add +4.4% | 530,045 | $329.1M |
| Moneta Group Investment Advisors LLC | 3.90% | Add +6.4% | 527,554 | $327.6M |
| Charter Oak Capital Management, LLC | 27.50% | Add +0.7% | 524,408 | $325.6M |
| Vantagepoint Investment Advisers LLC | 32.64% | Add +213.9% | 524,120 | $325.4M |
| Bank of Finland | 21.04% | Add +0.3% | 518,743 | $322.1M |
| Journey Strategic Wealth LLC | 10.35% | Reduce -2.1% | 513,539 | $318.9M |
| Teacher Retirement System of Texas | 1.33% | Reduce -80.2% | 511,779 | $317.8M |
| Klingman & Associates, LLC | 17.52% | Reduce -3.3% | 511,769 | $317.8M |
| Fort Washington Investment Advisors Inc. | 1.82% | Add +4.9% | 509,816 | $316.5M |
| Susquehanna International Group, LLP | 0.48% | Add +425.9% | 507,512 | $315.1M |
| Halbert Hargrove Global Advisors, LLC | 16.22% | Reduce -0.3% | 497,168 | $308.7M |
| SummitTX Capital, L.P. | 13.43% | Reduce -1.8% | 491,000 | $304.9M |
| Wellspring Financial Advisors, LLC | 27.13% | Add +1.7% | 490,952 | $304.8M |
| Ally Invest Advisors Inc. | 23.31% | Add +2.7% | 481,691 | $299.1M |
| NorthCoast Asset Management LLC | 1.27% | Add +9.0% | 477,811 | $296.7M |
| Sun Life Financial Inc. | 15.77% | No change | 464,479 | $288.4M |
| Fifth Third Wealth Advisors LLC | 12.08% | Add +7.3% | 463,694 | $287.9M |
| GR Financial Group, LLC | 70.26% | Reduce -9.5% | 462,829 | $287.4M |
| Traphagen Investment Advisors LLC | 26.81% | Add +7.1% | 455,887 | $283.1M |
| State Street Corp. | 0.01% | Reduce -3.9% | 454,256 | $282.0M |
| Norinchukin Bank, The | 4.15% | No change | 448,980 | $278.8M |
| Adventist Health System Sunbelt Healthcare Corp. | 21.27% | Reduce -65.1% | 445,254 | $276.5M |
| Haverford Trust Co | 2.59% | Add +9.6% | 439,841 | $273.1M |
| Blair William & Co. | 0.75% | Add +4.5% | 436,143 | $270.8M |
| LBMC Investment Advisors, LLC | 19.31% | Reduce -0.4% | 436,014 | $270.7M |
| Clearstead Advisors, LLC | 3.80% | Reduce -1.3% | 435,763 | $270.6M |
| WealthNavi Inc. | 2.69% | Add +18.8% | 430,497 | $267.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.61% | Reduce -6.2% | 427,272 | $265.3M |
| Citizens Financial Group Inc. | 4.25% | Reduce -0.2% | 426,282 | $264.7M |
| Steward Partners Investment Advisory, LLC | 2.07% | Add +6.5% | 426,028 | $264.5M |
| CIBC Private Wealth Group LLC | 0.47% | Reduce -0.9% | 425,390 | $264.1M |
| Whittier Trust Co. | 3.17% | Add +1.4% | 423,847 | $263.2M |
| Planning Alternatives Ltd. | 36.30% | Add +0.5% | 420,164 | $260.9M |
| Fragasso Financial Advisors Inc | 17.38% | Add +1.5% | 415,027 | $257.7M |
| Toews Corp. | 37.14% | Add +31.5% | 410,940 | $255.2M |
| Lido Advisors, LLC | 1.35% | Reduce -2.0% | 409,878 | $254.5M |
| AE Wealth Management LLC | 1.83% | Add +20.8% | 403,627 | $250.6M |
| Wealthspire Retirement, LLC | 16.48% | Reduce -11.1% | 401,775 | $249.5M |
| Ashford Advisors, LLC | 57.22% | Reduce -2.2% | 397,692 | $246.9M |
| First Hawaiian Bank | 33.37% | Reduce -1.1% | 395,925 | $245.8M |
| Farmers & Merchants Investments Inc. | 7.13% | Add +2.5% | 394,126 | $244.7M |
| Apexium Financial, LP | 12.95% | Add +7.1% | 393,209 | $244.1M |
| RKL Wealth Management LLC | 21.37% | Reduce -0.5% | 391,609 | $243.2M |
| Hirtle & Co., LLC | 10.30% | Add +2.1% | 391,136 | $242.9M |
| Sanctuary Advisors, LLC | 1.50% | Reduce -22.1% | 390,589 | $242.5M |
| Victory Capital Management Inc. | 0.16% | Add +148.2% | 386,383 | $239.9M |
| Taiyo Life Insurance Co. | 22.47% | No change | 385,475 | $239.3M |
| Orion Porfolio Solutions, LLC | 2.02% | Reduce -30.0% | 381,056 | $236.6M |
| Hancock Whitney Corp. | 4.51% | Reduce -3.6% | 380,554 | $236.3M |
| Tarbox Family Office, Inc. | 35.15% | Add +1.4% | 376,451 | $233.7M |
| Steele Capital Management, Inc. | 11.13% | Reduce -0.1% | 373,596 | $232.0M |
| Prudential PLC | 1.42% | Add +3.6% | 373,511 | $231.9M |
| Ballentine Partners, LLC | 3.44% | Reduce -1.0% | 368,147 | $228.6M |
| Hancock Prospecting Pty Ltd | 7.19% | No change | 364,361 | $226.2M |
| Midland Wealth Advisors, LLC | 12.45% | Add +2.3% | 362,926 | $225.3M |
| Analyst IMS Investment Management Services Ltd. | 7.66% | No change | 361,284 | $224.3M |
| Private Advisor Group, LLC | 1.20% | Reduce -3.6% | 358,461 | $222.6M |
| Wellington Management Group LLP | 0.04% | Reduce -1.1% | 356,128 | $221.1M |
| Daido Life Insurance Co. | 32.68% | No change | 351,796 | $218.4M |
| Sofi Wealth, LLC | 12.89% | Add +6.1% | 339,733 | $210.9M |
| Clark Capital Management Group, Inc. | 1.46% | Reduce -51.8% | 338,680 | $210.3M |
| Vicus Capital | 17.45% | Add +3.6% | 338,237 | $210.0M |
| TFC Financial Management, Inc. | 28.47% | Add +13.9% | 334,735 | $207.8M |
| Legacy Private Trust Co. | 13.21% | Add +1.4% | 329,277 | $204.4M |
| Stratos Wealth Partners, LTD. | 2.73% | Add +4.9% | 321,519 | $199.6M |
| Lazard Asset Management LLC | 0.30% | Reduce -2.3% | 318,798 | $197.9M |
| Linscomb Wealth, Inc. | 8.98% | Add +0.1% | 314,740 | $195.4M |
| Integrated Wealth Concepts LLC | 1.96% | Reduce -9.4% | 314,319 | $195.2M |
| Sigma Planning Corp | 5.75% | Reduce -4.5% | 308,031 | $191.3M |
| Glenview Trust Co | 3.29% | Add +0.8% | 306,654 | $190.4M |
| Hantz Financial Services, Inc. | 3.08% | Add +19.9% | 306,477 | $190.3M |
| Apollon Wealth Management, LLC | 3.74% | Add +0.7% | 304,704 | $189.2M |
| True Link Financial Advisors, LLC | 12.96% | Add +7.6% | 302,433 | $187.8M |
| Ellenbecker Investment Group | 30.28% | Reduce -9.9% | 301,512 | $187.2M |
| Gryphon Financial Partners LLC | 24.37% | Reduce -1.0% | 300,558 | $186.6M |
| First Foundation Advisors | 6.84% | Add +1.5% | 297,084 | $184.5M |
| FORM Wealth Advisors, LLC | 22.04% | Add +17.3% | 293,424 | $182.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.11% | Reduce -19.7% | 293,058 | $182.0M |
| Gilbert & Cook, Inc. | 24.00% | Add +0.1% | 286,044 | $177.6M |
| Thrivent Financial for Lutherans | 0.40% | Reduce -78.0% | 285,486 | $177.3M |
| Beacon Pointe Advisors, LLC | 1.85% | Reduce -3.3% | 285,456 | $177.2M |
| Zions Bancorporation, National Association | 9.38% | Add +2.5% | 281,433 | $174.7M |
| Lee Financial Co | 24.51% | Add +2.2% | 275,190 | $170.9M |
| Sagespring Wealth Partners, LLC | 3.66% | Add +8.7% | 360,425 | $169.9M |
| Gotham Asset Management | 1.01% | Reduce -0.2% | 272,313 | $169.1M |
| Heck Capital Advisors, LLC | 14.44% | Add +39.0% | 270,469 | $167.9M |
| Soundwatch Capital LLC | 28.56% | Add +474.9% | 1,507,952 | $167.9M |
| Mason Street Advisors, LLC | 19.62% | Reduce -7.4% | 269,950 | $167.6M |
| Dakota Wealth Management | 3.53% | Reduce -1.1% | 269,665 | $167.4M |
| Modera Wealth Management, LLC | 2.07% | Add +3.9% | 269,566 | $167.4M |
| Daiwa Securities Group Inc. | 0.61% | Add +12.5% | 266,592 | $165.5M |
| Bangor Savings Bank | 14.76% | Reduce -11.2% | 265,936 | $165.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.39% | Reduce -6.0% | 264,876 | $164.5M |
| Federation des caisses Desjardins du Quebec | 0.71% | Add +2.8% | 260,814 | $161.9M |
| Ullmann Wealth Partners Group, LLC | 19.11% | Add +7.6% | 260,430 | $161.7M |
| Atlantic Union Bankshares Corp | 3.69% | Add +1924.1% | 260,301 | $161.6M |
| Element Pointe Advisors, LLC | 38.78% | Reduce -7.6% | 258,153 | $160.3M |
| Lowe Brockenbrough & Co. Inc. | 9.00% | Add +3.3% | 257,785 | $160.1M |
| Goelzer Investment Management, Inc. | 8.74% | Add +2.6% | 256,906 | $159.5M |
| Calamos Wealth Management LLC | 6.83% | Reduce -4.1% | 256,082 | $159.0M |
| Merit Financial Group, LLC | 1.76% | Reduce -4.1% | 253,955 | $157.7M |
| JB Capital LLC | 7.56% | Reduce -45.5% | 251,153 | $155.9M |
| BLB&B Advisors, LLC | 7.20% | Add +4.4% | 248,249 | $154.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.17% | Add +11.1% | 246,516 | $153.1M |
| Phillips Financial Management, LLC | 11.10% | Add +0.8% | 246,492 | $153.0M |
| Mesirow Financial Investment Management, Inc. | 2.93% | Add +3.0% | 241,695 | $150.1M |
| Stairway Partners, LLC | 8.51% | Add +0.6% | 241,631 | $150.0M |
| JNBA Financial Advisors | 14.37% | Add +8.8% | 240,710 | $149.5M |
| BlueStem Wealth Partners, LLC | 18.24% | Add +6.4% | 239,132 | $148.5M |
| Ensign Peak Advisors, Inc | 0.25% | Reduce -9.3% | 236,498 | $146.8M |
| Montag A & Associates Inc. | 7.14% | Add +3.2% | 235,233 | $146.1M |
| Financial Synergies Wealth Advisors, Inc. | 15.84% | Add +0.6% | 234,305 | $145.5M |
| McNamara Financial Services, Inc. | 28.60% | Reduce -0.1% | 232,356 | $144.3M |
| Financial Engines Advisors L.L.C. | 0.29% | Add +1321.4% | 231,813 | $143.9M |
| Quadrant Capital Group LLC | 5.15% | Reduce -16.5% | 230,539 | $143.1M |
| Litman Gregory Wealth Management LLC | 11.16% | Add +1.7% | 228,522 | $141.9M |
| Leverty Financial Group, LLC | 41.84% | Add +379.1% | 225,722 | $140.1M |
| Mandatum Life Insurance Co Ltd | 36.80% | Add +4.1% | 225,204 | $139.8M |
| Commerce Bank | 0.82% | Reduce -6.0% | 224,994 | $139.7M |
| Home Federal Bank of Tennessee | 39.59% | Reduce -0.1% | 224,901 | $139.6M |
| FineMark National Bank & Trust | 4.75% | Add +0.4% | 224,736 | $139.5M |
| Armstrong Advisory Group, Inc. | 10.56% | Reduce -13.3% | 224,654 | $139.5M |
| Bank of Hawaii | 7.34% | Reduce -0.3% | 224,050 | $139.1M |
| Valeo Financial Advisors, LLC | 3.42% | Add +8.3% | 223,578 | $138.8M |
| Atria Investments, Inc | 1.63% | Reduce -14.1% | 222,315 | $138.0M |
| Bricktown Capital, LLC | 24.72% | Reduce -5.3% | 219,795 | $136.5M |
| Prime Capital Investment Advisors, LLC | 1.81% | Reduce -23.4% | 219,209 | $136.1M |
| Single Point Partners, LLC | 29.70% | Reduce -0.2% | 218,729 | $135.8M |
| Graypoint LLC | 7.55% | Add +1.8% | 215,939 | $134.1M |
| RPTC Inc. | 23.56% | Add +0.2% | 215,861 | $134.0M |
| OneDigital Investment Advisors LLC | 1.49% | Add +1.7% | 215,681 | $133.9M |
| Horan Securities, Inc. | 46.30% | Reduce -5.7% | 211,899 | $131.6M |
| Principal Securities, Inc. | 2.44% | Add +48.8% | 209,105 | $129.8M |
| RiverFront Investment Group, LLC | 2.51% | Reduce -59.6% | 207,214 | $128.7M |
| Spire Wealth Management | 4.60% | Reduce -15.6% | 208,042 | $127.9M |
| Capital Analysts, LLC | 4.25% | Reduce -7.9% | 205,354 | $127.5M |
| St. Clair Advisors, LLC | 33.28% | Add +2.7% | 204,944 | $127.2M |
| Adventist Health System/ West | 18.86% | No change | 204,550 | $127.0M |
| Robertson Stephens Wealth Management, LLC | 4.35% | Reduce -7.1% | 201,955 | $125.4M |
| First Interstate Bank | 7.36% | Reduce -1.9% | 201,788 | $125.3M |
| HB Wealth Management, LLC | 1.00% | Add +0.3% | 201,722 | $125.2M |
| Rezny Wealth Management, Inc. | 30.65% | Add +1.2% | 201,480 | $125.1M |
| Qalhat Capital Ltd | 17.57% | Add +13.5% | 198,978 | $123.5M |
| Geneos Wealth Management Inc. | 3.00% | Add +28.5% | 197,471 | $122.6M |
| Mackenzie Financial Corp. | 0.16% | Add +7.0% | 197,402 | $122.6M |
| Mutual Advisors, LLC | 3.05% | Add +1.0% | 190,788 | $122.1M |
| Alternative Investment Advisors, LLC. | 60.58% | Add +28.4% | 196,575 | $122.1M |
| Atria Wealth Solutions, Inc. | 2.76% | Reduce -54.1% | 196,325 | $122.0M |
| Narwhal Capital Management | 9.79% | Add +12.0% | 196,429 | $122.0M |
| Abundance Wealth Counselors | 22.45% | Add +0.2% | 194,907 | $119.9M |
| Bridges Investment Management Inc. | 1.62% | Add +6.0% | 192,841 | $119.7M |
| AQR Capital Management | 0.10% | Add +9.9% | 189,675 | $117.8M |
| BBR Partners, LLC | 7.32% | No change | 189,448 | $117.6M |
| Rwa Wealth Partners, LLC | 1.47% | Add +5.0% | 188,694 | $117.2M |
| Financial Advisory Corp | 17.95% | Add +1.1% | 188,440 | $117.0M |
| Wealth Group Ltd | 29.79% | Reduce -4.4% | 188,412 | $117.0M |
| Summit Financial, LLC | 2.62% | Add +136.0% | 186,655 | $115.9M |
| BSW Wealth Partners | 15.85% | Add +6.8% | 186,231 | $115.6M |
| Ferguson Wellman Capital Management, Inc. | 2.03% | Add +1.6% | 185,800 | $115.4M |
| Callan Family Office, LLC | 3.62% | Add +9.1% | 184,930 | $114.8M |
| First Horizon Advisors, Inc. | 2.98% | Reduce -8.6% | 184,523 | $114.6M |
| Core Wealth Advisors, Inc. | 32.78% | Add +0.1% | 183,719 | $114.1M |
| Perigon Wealth Management, LLC | 2.67% | Reduce -3.2% | 183,612 | $114.0M |
| StoneX Group Inc. | 5.52% | Add +4.4% | 182,591 | $113.4M |
| Fulton Breakefield Broenniman LLC | 7.63% | Add +1.6% | 181,892 | $112.9M |
| Valley Forge Investment Consultants Inc. Adv | 35.82% | Add +0.1% | 180,078 | $111.8M |
| EP Wealth Advisors, LLC | 0.73% | Add +104.3% | 178,759 | $111.0M |
| Citigroup Inc. | 0.08% | Add +37.5% | 177,264 | $110.1M |
| Alps Advisors Inc. | 0.63% | Add +34.4% | 177,199 | $110.0M |
| Catalyst Financial Partners LLC | 12.00% | Add +6.0% | 177,090 | $110.0M |
| Winthrop Advisory Group LLC | 10.58% | Add +7.8% | 176,589 | $109.6M |
| Advisory Services Network, LLC | 1.76% | Reduce -19.6% | 172,387 | $109.4M |
| Quantinno Capital Management LP | 0.47% | Add +33.1% | 175,538 | $109.0M |
| Pure Financial Advisors, LLC | 1.91% | Add +194.9% | 174,334 | $108.2M |
| Brookstone Capital Management | 1.39% | Reduce -7.3% | 170,185 | $105.7M |
| Allstate Corp. | 7.58% | Reduce -44.5% | 169,475 | $105.2M |
| D.A. Davidson & Co. | 0.74% | Reduce -1.3% | 169,281 | $105.1M |
| DT Investment Partners, LLC | 9.39% | Add +26.1% | 168,331 | $104.5M |
| First Commonwealth Financial Corp | 22.52% | Add +5.2% | 167,934 | $104.3M |
| First Citizens Bank & Trust Co. | 1.88% | Add +1.4% | 167,650 | $104.1M |
| McKinley Carter Wealth Services, Inc. | 5.74% | Reduce -0.8% | 166,332 | $103.3M |
| Forvis Mazars Wealth Advisors, LLC | 2.22% | Add +8.3% | 165,580 | $102.8M |
| Bryn Mawr Trust Advisors, LLC | 5.59% | Add +5.8% | 164,595 | $102.2M |
| Stock Yards Bank & Trust Co. | 3.41% | Add +5.9% | 164,383 | $102.1M |
| IMC-Chicago, LLC | 2.55% | New | 164,373 | $102.1M |
| King Wealth Management Group | 13.77% | Add +2.7% | 163,446 | $101.5M |
| Integrated Advisors Network LLC | 4.58% | Reduce -8.2% | 163,252 | $101.4M |
| CenturyLink Investment Management Co | 100.00% | — | 163,204 | $101.3M |
| Integrity Alliance, Llc. | 5.53% | Reduce -38.8% | 163,014 | $101.2M |
| Hennion & Walsh Asset Management, Inc. | 4.08% | Add +1.2% | 162,760 | $101.1M |
| FFT Wealth Management LLC | 19.77% | Add +1.2% | 158,346 | $100.6M |
| Satovsky Asset Management LLC | 21.28% | Reduce -2.3% | 160,956 | $99.9M |
| Arvest Bank Trust Division | 5.82% | Reduce -1.4% | 160,788 | $99.8M |
| 3EDGE Asset Management, LP | 6.16% | Reduce -48.0% | 159,455 | $99.0M |
| Ironclad Investments LLC | 50.33% | No change | 159,114 | $98.8M |
| Resonant Capital Advisors, LLC | 6.27% | Add +6.0% | 158,138 | $98.2M |
| Advisors Capital Management, LLC | 1.36% | Add +12.1% | 158,091 | $98.2M |
| PKO Investment Management Joint-Stock Co | 10.45% | Reduce -23.4% | 156,612 | $97.2M |
| Caliber Wealth Management, LLC / KS | 10.32% | Add +17.0% | 154,664 | $96.0M |
| Whittier Trust Co. of Nevada Inc. | 2.18% | Reduce -2.9% | 154,622 | $96.0M |
| Old National Bancorp | 1.69% | Add +9.5% | 152,782 | $94.9M |
| Cape Cod Five Cents Savings Bank | 8.67% | No change | 164,213 | $94.7M |
| Amtrust Financial Services, Inc. | 33.52% | Add +14.0% | 150,300 | $93.3M |
| Ieq Capital, LLC | 0.57% | Add +11.1% | 149,935 | $93.1M |
| Betterment LLC | 0.20% | Reduce -3.0% | 149,690 | $92.9M |
| Tortoise Investment Management, LLC | 8.85% | Add +0.3% | 149,510 | $92.8M |
| PDS Planning, Inc | 6.87% | Add +4.0% | 148,555 | $92.2M |
| TBH Global Asset Management, LLC | 19.51% | Reduce -13.7% | 863,217 | $91.2M |
| Chandler Asset Management, Inc. | 16.17% | Reduce -0.3% | 146,616 | $91.0M |
| Onyx Bridge Wealth Group LLC | 12.04% | Add +13.2% | 146,604 | $91.0M |
| Janus Henderson Group PLC | 0.04% | Reduce -38.1% | 146,497 | $91.0M |
| Bleakley Financial Group, LLC | 2.31% | Add +270.8% | 146,479 | $90.9M |
| Divergent Planning, LLC | 26.31% | Add +3.3% | 143,457 | $89.0M |
| Icon Wealth Advisors, LLC | 6.34% | Reduce -22.3% | 143,323 | $89.0M |
| Chevy Chase Trust Holdings, LLC | 0.26% | Reduce -23.0% | 142,542 | $88.5M |
| Amarillo National Bank | 16.43% | Add +23.5% | 142,406 | $88.4M |
| Proathlete Wealth Management LLC | 28.06% | Add +17.5% | 142,016 | $88.2M |
| Ritter Daniher Financial Advisory LLC / DE | 21.61% | Add +2.5% | 141,719 | $88.0M |
| Arcataur Capital Management LLC | 27.23% | Add +0.6% | 140,367 | $87.2M |
| RTD Financial Advisors, Inc. | 11.12% | Reduce -3.1% | 139,930 | $86.9M |
| Global Retirement Partners, LLC | 2.15% | — | 139,698 | $86.7M |
| Choreo, LLC | 1.21% | Add +0.6% | 139,195 | $86.4M |
| Progeny 3, Inc. | 4.84% | Add +76.5% | 139,069 | $86.3M |
| Great Lakes Advisors, LLC | 0.72% | Add +6.5% | 138,573 | $86.0M |
| Prosperity Consulting Group, LLC | 6.27% | Add +4.4% | 138,494 | $86.0M |
| Cardinal Strategic Wealth Guidance | 24.72% | Reduce -0.4% | 137,988 | $85.7M |
| Wilmington Savings Fund Society, FSB | 1.52% | Add +28.8% | 137,817 | $85.6M |
| Pinnacle Associates Ltd. | 1.24% | Add +2.1% | 137,423 | $85.3M |
| Conrad N. Hilton Foundation | 90.52% | Reduce -40.9% | 137,225 | $85.2M |
| Summit Financial Strategies, Inc. | 7.88% | Add +3.8% | 137,209 | $85.2M |
| Eastern Bank | 1.62% | Add +5.6% | 137,187 | $85.2M |
| Country Trust Bank | 1.89% | Reduce -3.4% | 135,913 | $84.4M |
| Glenmede Investment Management, LP | 0.42% | — | 135,107 | $83.9M |
| Pine Ridge Advisers LLC | 5.35% | No change | 134,995 | $83.8M |
| Physician Wealth Advisors, Inc. | 13.14% | Add +0.9% | 134,713 | $83.6M |
| Gray Private Wealth, LLC | 44.93% | Add +0.5% | 134,571 | $83.6M |
| Orrstown Financial Services Inc. | 17.44% | Add +1.5% | 133,325 | $82.8M |
| BankPlus Trust Department | 24.41% | Add +1.4% | 132,781 | $82.4M |
| JSF Financial, LLC | 19.48% | Reduce -3.5% | 131,982 | $81.9M |
| Baker Avenue Asset Management, LP | 2.32% | Add +3.1% | 131,510 | $81.7M |
| Curi Capital, LLC | 1.55% | Add +26.8% | 131,465 | $81.6M |
| AMG National Trust Bank | 2.15% | Reduce -1.3% | 131,452 | $81.6M |
| JGP Wealth Management, LLC | 9.83% | Reduce -3.3% | 130,627 | $81.1M |
| Crestwood Advisors Group, LLC | 1.45% | Add +8.0% | 130,330 | $80.9M |
| Centerpoint Advisors, LLC | 27.40% | Add +3.3% | 130,112 | $80.8M |
| Bokf, NA | 1.30% | Add +3.2% | 129,513 | $80.4M |
| Accredited Investors Inc. | 4.73% | Add +0.3% | 128,899 | $80.0M |
| Standpoint Asset Management, LLC | 16.29% | Reduce -19.9% | 128,300 | $79.7M |
| Karpus Management, Inc. | 2.56% | Reduce -8.7% | 127,960 | $79.5M |
| Cambridge Associates LLC /Ma/ | 1.74% | Reduce -13.8% | 127,502 | $79.2M |
| Flow Traders U.S. LLC | 2.92% | New | 127,206 | $79.0M |
| Bryant Woods Investment Advisors, LLC | 34.07% | Add +1.3% | 127,131 | $78.9M |
| SCS Capital Management LLC | 0.86% | Add +6.8% | 125,627 | $78.0M |
| New England Professional Planning Group Inc. | 35.36% | Add +0.1% | 125,022 | $77.6M |
| Hudock, Inc. | 12.44% | Add +0.4% | 124,660 | $77.4M |
| Cim Investment Management Inc. | 14.71% | Reduce -51.9% | 124,350 | $77.2M |
| Vision Capital Management, Inc. | 10.12% | Add +5.6% | 124,098 | $77.1M |
| New Republic Capital, LLC | 27.17% | Reduce -1.1% | 123,567 | $76.7M |
| Courier Capital LLC | 4.63% | Reduce -1.5% | 122,837 | $76.3M |
| Requisite Capital Management, LLC | 16.52% | Add +1.3% | 122,829 | $76.3M |
| Lodestar Private Asset Management LLC | 8.77% | Add +1.5% | 122,631 | $76.1M |
| TCP Asset Management, LLC | 15.09% | Add +3.6% | 122,574 | $76.1M |
| Balentine LLC | 2.96% | Reduce -0.2% | 122,339 | $76.0M |
| Tectonic Advisors LLC | 4.41% | Add +8.3% | 122,196 | $75.9M |
| Ledyard National Bank | 7.13% | Reduce -7.3% | 121,539 | $75.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.68% | Reduce -46.3% | 121,194 | $75.1M |
| Oppenheimer & Co. Inc. | 0.99% | Add +10.9% | 120,944 | $75.1M |
| Trilogy Capital Inc. | 3.63% | Reduce -22.5% | 120,347 | $74.7M |
| Allworth Financial LP | 0.36% | Add +1.3% | 120,345 | $74.7M |
| Stonegate Investment Group, LLC | 1.88% | Add +0.7% | 120,080 | $74.6M |
| Modern Wealth Management, LLC | 1.84% | Add +103.1% | 120,063 | $74.5M |
| Kestra Private Wealth Services, LLC | 1.07% | Add +29.4% | 119,894 | $74.4M |
| Avior Wealth Management, LLC | 2.56% | Add +0.1% | 119,522 | $74.2M |
| Grant Street Asset Management, Inc. | 16.71% | Reduce -0.1% | 119,074 | $73.9M |
| Wealth Architects, LLC | 7.51% | Add +0.8% | 119,012 | $73.9M |
| ESL Trust Services, LLC | 15.06% | Add +2.8% | 118,734 | $73.7M |
| Destination Wealth Management | 2.15% | Reduce -6.1% | 118,041 | $73.3M |
| Alaska Permanent Capital Management, LLC | 5.65% | Add +6.0% | 117,291 | $72.8M |
| Mascoma Wealth Management LLC | 16.75% | Add +2.6% | 116,201 | $72.1M |
| Compound Planning, Inc. | 2.73% | Add +3.9% | 116,139 | $72.1M |
| J.W. Cole Advisors, Inc. | 1.53% | Add +66.2% | 116,004 | $72.0M |
| Gries Financial LLC | 13.07% | Add +0.3% | 115,665 | $71.8M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Reduce -15.1% | 115,609 | $71.8M |
| Financial Partners Group, Inc | 9.90% | Add +2.6% | 115,319 | $71.6M |
| Well Done, LLC | 13.35% | Add +1.6% | 114,619 | $71.2M |
| Deutsche Bank AG | 0.03% | Reduce -2.6% | 114,057 | $70.8M |
| Ameritas Investment Partners, Inc. | 2.22% | Add +3.0% | 113,435 | $70.4M |
| Cibc World Market Inc. | 0.16% | Reduce -8.4% | 113,208 | $70.3M |
| Simon Quick Advisors, LLC | 3.55% | Add +0.3% | 113,050 | $70.2M |
| Wharton Business Group, LLC | 2.96% | Add +19.2% | 112,839 | $70.1M |
| Savant Capital, LLC | 0.50% | Add +4.2% | 112,608 | $69.9M |
| Regal Investment Advisors LLC | 5.24% | Reduce -13.9% | 112,526 | $69.9M |
| BOK Financial Private Wealth, Inc. | 4.63% | Reduce -4.0% | 111,877 | $69.5M |
| MV Capital Management, Inc. | 7.04% | Reduce -5.8% | 110,306 | $68.5M |
| AdvisorNet Financial, Inc | 4.42% | Add +46.4% | 110,201 | $68.4M |
| HighMark Wealth Management LLC | 33.43% | Add +0.6% | 110,157 | $68.4M |
| Country Club Bank | 4.29% | Add +1.7% | 110,380 | $68.2M |
| Passaic Partners LLC | 8.20% | Add +157.1% | 109,164 | $67.8M |
| Meridian Wealth Advisors, LLC | 10.68% | Reduce -2.6% | 108,820 | $67.6M |
| Smith, Moore & Co. | 5.62% | Reduce -0.6% | 107,900 | $67.0M |
| Arkadios Wealth Advisors | 2.01% | Add +12.7% | 107,839 | $67.0M |
| Focus Financial Network, Inc. | 2.64% | Reduce -43.3% | 107,628 | $66.8M |
| Heritage Investment Group, Inc. | 11.47% | Reduce -5.9% | 107,167 | $66.5M |
| Harfst & Associates, Inc. | 13.65% | Reduce -1.5% | 106,594 | $66.2M |
| Asio Capital, LLC | 10.90% | Add +25.6% | 105,415 | $65.5M |
| Bar Harbor Wealth Management | 4.18% | Reduce -1.4% | 105,249 | $65.3M |
| Teramo Advisors, LLC | 23.76% | Add +2900.0% | 105,000 | $65.2M |
| Bull Oak Capital, LLC | 29.60% | Add +8.5% | 104,627 | $65.0M |
| Wela Strategies, Inc. | 25.57% | Add +2.5% | 104,340 | $64.8M |
| Consilio Wealth Advisors, LLC | 22.96% | Add +0.3% | 104,257 | $64.4M |
| Simplicity Wealth,LLC | 2.68% | Add +24.6% | 103,504 | $64.3M |
| Crescent Grove Advisors, LLC | 6.21% | Reduce -0.7% | 103,233 | $64.1M |
| 26North Partners LP | 100.00% | Add +0.2% | 103,090 | $64.0M |
| KMT Wealth Management, LLC | 37.60% | Add +7.7% | 102,601 | $63.7M |
| Composition Wealth, LLC | 1.07% | Reduce -2.0% | 102,454 | $63.6M |
| Conning Inc. | 2.29% | No change | 101,828 | $63.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 4.46% | Add +0.6% | 101,545 | $63.0M |
| IHT Wealth Management, LLC | 1.72% | Add +58.9% | 100,901 | $62.6M |
| Beam Wealth Advisors, Inc. | 18.53% | Add +1.6% | 100,130 | $62.2M |
| Coyle Financial Counsel LLC | 16.63% | Add +6.6% | 100,041 | $62.1M |
| Fiducient Advisors LLC | 7.55% | Add +2.3% | 99,351 | $61.7M |
| Crestmont Private Wealth LLC | 22.28% | Reduce -1.9% | 99,253 | $61.6M |
| Unique Wealth, LLC | 9.88% | Reduce -10.4% | 98,554 | $61.2M |
| Golden State Wealth Management, LLC | 7.44% | Add +13.5% | 98,488 | $61.2M |
| Strategic Point Investment Advisors, LLC | 9.43% | Add +0.9% | 98,438 | $61.1M |
| KMG Fiduciary Partners, LLC | 4.53% | Add +0.1% | 98,359 | $61.1M |
| Baltimore-Washington Financial Advisors, Inc. | 2.82% | Add +23.1% | 97,469 | $60.5M |
| Beaumont Financial Advisors, LLC | 4.36% | Add +4.0% | 97,124 | $60.3M |
| Buska Wealth Management, LLC | 16.47% | Add +1.2% | 97,093 | $60.3M |
| KFA Private Wealth Group, LLC | 18.64% | Reduce -0.8% | 96,879 | $60.2M |
| Lineweaver Wealth Advisors, LLC | 9.48% | Reduce -14.3% | 96,608 | $60.0M |
| Bristlecone Advisors, LLC | 5.03% | Add +3.6% | 96,559 | $60.0M |
| Per Stirling Capital Management, LLC. | 7.80% | Add +0.9% | 96,229 | $59.7M |
| Twele Capital Management, Inc. | 11.82% | Reduce -1.8% | 95,961 | $59.6M |
| Bank of Stockton | 17.67% | Add +4.4% | 95,544 | $59.3M |
| Prospera Financial Services Inc | 1.09% | Add +38.3% | 94,132 | $58.5M |
| Parkside Investments, LLC | 7.89% | Reduce -1.8% | 93,571 | $58.1M |
| Buck Wealth Strategies, LLC | 8.82% | Add +14.9% | 93,280 | $57.9M |
| Roth Financial Partners LLC | 20.80% | Reduce -1.1% | 92,914 | $57.7M |
| Visionary Wealth Advisors | 2.95% | Add +5.5% | 92,894 | $57.7M |
| Future You Wealth LLC | 31.30% | Reduce -0.3% | 92,851 | $57.6M |
| Highland Capital Management, LLC | 3.11% | Add +0.5% | 92,503 | $57.4M |
| Financial Management Network Inc. | 10.26% | Add +5.0% | 91,153 | $57.3M |
| Parker Investment Management, LLC | 8.77% | Reduce -0.6% | 92,214 | $57.3M |
| Ssi Investment Management LLC | 23.00% | Reduce -3.6% | 91,839 | $57.0M |
| Affinity Capital Advisors, LLC | 9.78% | Add +1.1% | 91,550 | $56.8M |
| Banco Santander, S.A. | 0.54% | Add +44.3% | 91,390 | $56.7M |
| CX Institutional | 1.98% | Reduce -1.5% | 91,228 | $56.6M |
| Shufro Rose & Co. LLC | 4.56% | Reduce -2.7% | 100,153 | $56.3M |
| Oxford Financial Group, LTD. LLC | 3.34% | Reduce -1.3% | 90,474 | $56.2M |
| Mizuho Bank, Ltd. | 5.49% | New | 90,000 | $55.9M |
| Waterford Advisors, LLC | 20.53% | Reduce -96.3% | 3,208 | $55.6M |
| Foundations Investment Advisors, LLC | 0.88% | Reduce -66.0% | 89,394 | $55.5M |
| Madrona Financial Services, LLC | 13.25% | Add +3.1% | 88,988 | $55.3M |
| Midwest Trust Co | 0.76% | — | 88,940 | $55.2M |
| Concurrent Investment Advisors, LLC | 1.07% | Add +4.8% | 88,909 | $55.2M |
| GTS Securities LLC | 2.46% | Add +221.4% | 88,839 | $55.2M |
| Bluesphere Advisors LLC | 27.45% | Add +3.9% | 88,668 | $55.1M |
| Sequoia Financial Advisors, LLC | 0.38% | Reduce -0.6% | 88,345 | $54.9M |
| Ancora Advisors LLC | 1.14% | Add +4.4% | 88,178 | $54.7M |
| Smithfield Trust Co | 2.58% | Reduce -0.1% | 87,896 | $54.6M |
| Ironwood Financial, llc | 11.68% | No change | 96,928 | $54.5M |
| Rafferty Asset Management, LLC | 0.18% | No change | 87,516 | $54.3M |
| Towercrest Capital Management | 9.68% | Add +3.7% | 87,231 | $54.2M |
| Bontempo Ohly Capital Mgmt LLC | 24.46% | Add +2.4% | 87,000 | $54.0M |
| Enclave Advisors LLC | 8.73% | Add +1.8% | 86,989 | $54.0M |
| Droms Strauss Advisors Inc. /Mo/ | 16.49% | Reduce -1.0% | 86,582 | $53.8M |
| Diversified Enterprises, LLC | 4.00% | Reduce -8.6% | 86,361 | $53.6M |
| Beaumont Asset Management, L.L.C. | 28.75% | Add +5.0% | 86,229 | $53.5M |
| Sowell Financial Services LLC | 2.18% | Reduce -1.4% | 86,193 | $53.5M |
| MKD Wealth Coaches, LLC | 56.38% | Add +0.7% | 86,123 | $53.5M |
| Independent Financial Group, LLC | 1.47% | Add +8.3% | 85,970 | $53.4M |
| CLG LLC | 16.60% | Add +10.1% | 85,699 | $53.2M |
| Marino, Stram & Associates LLC | 10.73% | Add +3.0% | 85,682 | $53.2M |
| Rogco, LP | 20.00% | Reduce -0.9% | 85,516 | $53.1M |
| Cranbrook Wealth Management, LLC | 11.29% | Add +6.4% | 85,260 | $52.9M |
| Caisse de depot et placement du Quebec | 0.11% | Add +41.7% | 85,000 | $52.8M |
| University of Massachusetts Foundation, Inc. | 26.55% | Add +2.4% | 84,914 | $52.7M |
| AAF Wealth Management, LLC | 23.97% | Add +10.3% | 84,766 | $52.6M |
| Harbour Investments, Inc. | 1.33% | Add +5.4% | 84,658 | $52.6M |
| Gladstone Institutional Advisory LLC | 2.17% | Add +5.0% | 84,581 | $52.5M |
| Natixis Advisors, LLC | 0.08% | Add +29.6% | 84,567 | $52.5M |
| Counterpoint Mutual Funds LLC | 4.63% | New | 84,341 | $52.4M |
| Cypress Capital Group | 6.50% | Reduce -4.7% | 84,119 | $52.2M |
| Riverstone Advisors, LLC | 28.19% | Add +11.6% | 83,985 | $52.1M |
| New World Advisors LLC | 11.02% | Add +26.9% | 83,437 | $51.8M |
| Sand Hill Global Advisors, LLC | 1.92% | Reduce -16.8% | 83,408 | $51.8M |
| Guidance Point Advisors, LLC | 13.76% | Add +3.4% | 83,300 | $51.7M |
| Ackerman Asset Management, LLC | 41.25% | Add +0.1% | 82,937 | $51.5M |
| Keebeck Wealth Management | 6.74% | Reduce -21.3% | 82,796 | $51.4M |
| Foster Group, Inc. | 1.76% | Add +4.6% | 82,761 | $51.4M |
| Guggenheim Capital LLC | 0.42% | Add +95.7% | 82,471 | $51.2M |
| Sovereign Investment Advisors, LLC | 14.02% | Add +14.9% | 82,127 | $51.0M |
| Bernardo Wealth Planning LLC | 11.06% | Add +5.1% | 82,010 | $50.9M |
| Lakeshore Financial Planning, Inc. | 20.45% | Add +3.9% | 81,947 | $50.9M |
| May Hill Capital, LLC | 16.70% | Reduce -7.0% | 81,710 | $50.7M |
| Colton Groome Financial Advisors, LLC | 17.15% | Add +3.5% | 81,526 | $50.6M |
| Baron Silver Stevens Financial Advisors, LLC | 8.10% | Reduce -0.8% | 81,448 | $50.6M |
| Rhumbline Advisers | 0.04% | Reduce -23.8% | 81,357 | $50.5M |
| Fifth Third Securities, Inc. | 3.79% | Add +6.1% | 81,252 | $50.4M |
| Swmg, LLC | 16.92% | Reduce -11.2% | 78,652 | $50.3M |
| Waterway Wealth Management, LLC | 15.17% | Add +22.7% | 80,782 | $50.2M |
| Agur Provident & Training Funds Management Ltd. | 18.90% | No change | 80,500 | $50.0M |
| TD Capital Management LLC | 4.71% | Reduce -0.7% | 80,364 | $49.9M |
| Sharkey, Howes & Javer | 6.68% | Reduce -39.2% | 80,202 | $49.8M |
| Waller Financial Planning Group, Inc. | 12.04% | Add +10.3% | 80,202 | $49.8M |
| Shelter Ins Retirement Plan | 58.22% | No change | 80,061 | $49.7M |
| International City Management Association Retirement Corp | 26.41% | No change | 79,711 | $49.5M |
| SkyView Investment Advisors, LLC | 7.08% | Add +0.6% | 79,982 | $49.4M |
| Snowden Capital Advisors LLC | 1.47% | Reduce -22.8% | 79,503 | $49.4M |
| Bluestem Financial Advisors, LLC | 21.15% | Reduce -1.6% | 79,459 | $49.3M |
| GoalFusion Wealth Management, LLC | 25.31% | Reduce -0.8% | 79,336 | $49.3M |
| Wealth Alliance Advisory Group, LLC | 9.36% | Add +3.5% | 79,148 | $49.1M |
| Central Pacific Bank - Trust Division | 6.50% | Reduce -3.8% | 78,854 | $49.0M |
| Savvy Advisors, Inc. | 3.26% | Add +478.2% | 78,572 | $48.8M |
| Atlanta Consulting Group Advisors, LLC | 13.34% | Add +3.1% | 78,470 | $48.7M |
| Rossmore Private Capital | 5.68% | Add +1.4% | 78,223 | $48.6M |
| Harbor Capital Advisors, Inc. | 2.03% | Add +75.0% | 77,972 | $48.4M |
| Colonial Trust Advisors | 3.99% | Add +9.9% | 77,674 | $48.2M |
| Stewardship Advisors, LLC | 12.21% | Reduce -0.3% | 77,666 | $48.2M |
| First Financial Bank - Trust Division | 4.23% | Add +4.3% | 77,564 | $48.2M |
| JFS Wealth Advisors, LLC | 3.06% | Add +1.7% | 77,357 | $48.0M |
| Spreng Capital Management, Inc. | 20.40% | Reduce -0.5% | 77,310 | $48.0M |
| University of Chicago | 40.64% | New | 76,903 | $47.7M |
| Serenus Wealth Advisors, LLC | 8.09% | Reduce -47.0% | 76,754 | $47.7M |
| Vestmark Advisory Solutions, Inc. | 0.68% | Reduce -5.3% | 76,253 | $47.3M |
| Greenup Street Wealth Management LLC | 8.23% | Add +1.5% | 76,140 | $47.3M |
| Cornerstone Wealth Group, LLC | 3.54% | Reduce -3.1% | 76,010 | $47.2M |
| Fidelis Capital Partners, LLC | 4.30% | Reduce -0.8% | 74,185 | $47.2M |
| Howe & Rusling Inc. | 3.48% | Add +18.5% | 75,888 | $47.1M |
| PKS Advisory Services, LLC | 11.60% | Reduce -0.3% | 75,705 | $47.0M |
| Latko Wealth Management, Ltd. | 26.41% | Add +4.0% | 75,656 | $47.0M |
| Capital Investment Advisors, LLC | 0.83% | Add +6.9% | 75,491 | $46.9M |
| Cornerstone Wealth Management, LLC | 2.84% | Reduce -3.4% | 75,417 | $46.8M |
| Kelleher Financial Advisors | 16.22% | Add +2.7% | 75,274 | $46.7M |
| Stonebridge Capital Advisors LLC | 3.52% | Add +4.2% | 74,554 | $46.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.78% | Reduce -7.3% | 74,434 | $46.2M |
| GAMCO Investors | 0.46% | New | 74,230 | $46.1M |
| Mizuho Markets Americas LLC | 1.52% | Reduce -63.2% | 73,929 | $45.9M |
| Custos Family Office, LLC | 14.60% | Reduce -10.6% | 73,760 | $45.8M |
| Waterloo Capital, L.P. | 3.70% | Add +16.3% | 73,758 | $45.8M |
| Hoxton Planning & Management, LLC | 15.75% | Reduce -6.4% | 73,414 | $45.6M |
| Patriot Financial Group Insurance Agency, LLC | 5.23% | Add +0.2% | 73,358 | $45.5M |
| BankPlus Wealth Management LLC | 30.09% | Reduce -3.0% | 73,049 | $45.4M |
| Mather Group, Llc. | 0.48% | Reduce -6.5% | 72,972 | $45.3M |
| Peapack Gladstone Financial Corp. | 0.64% | Add +3.5% | 72,889 | $45.3M |
| Argent Trust Co | 1.70% | Add +3.9% | 72,705 | $45.1M |
| Newton One Investments LLC | 14.20% | Add +78.9% | 72,699 | $45.1M |
| State of Wisconsin Investment Board | 0.11% | Reduce -39.7% | 72,520 | $45.0M |
| Sage Financial Management Group, Inc. | 15.54% | Add +4.8% | 72,349 | $44.9M |
| High Note Wealth, LLC | 10.26% | Add +2.7% | 72,186 | $44.8M |
| Fi3 FINANCIAL ADVISORS, LLC | 16.15% | Add +5.1% | 72,123 | $44.8M |
| Titan Global Capital Management USA LLC | 7.05% | Add +3.6% | 72,030 | $44.7M |
| Westwood Holdings Group Inc. | 0.33% | Add +2.2% | 71,942 | $44.7M |
| 1900 Wealth Management LLC | 3.37% | Add +3.0% | 71,824 | $44.6M |
| HWG Holdings LP | 12.98% | Add +24.6% | 71,459 | $44.4M |
| Bailard, Inc. | 1.03% | Add +0.8% | 71,189 | $44.2M |
| Hollencrest Capital Management | 1.89% | Reduce -5.2% | 71,167 | $44.2M |
| Horizon Wealth Management, LLC | 7.73% | Add +4065.1% | 70,932 | $44.0M |
| TD Waterhouse Canada Inc. | 0.31% | Add +1.4% | 70,872 | $44.0M |
| Voya Financial Advisors, Inc. | 4.39% | Reduce -0.3% | 70,530 | $43.5M |
| Alpha Financial Partners LLC | 31.37% | Reduce -0.5% | 70,133 | $43.5M |
| Pps&v Asset Management Consultants, Inc. | 27.42% | Add +4.4% | 70,037 | $43.5M |
| Smith Chas P & Associates Pa Cpas | 2.44% | Reduce -8.0% | 69,889 | $43.4M |
| Pictet Asset Management Holding SA | 0.04% | Add +25.6% | 70,100 | $43.3M |
| Ashton Thomas Private Wealth, LLC | 1.52% | Reduce -24.9% | 69,225 | $43.0M |
| Advanced Asset Management Advisors Inc | 11.60% | No change | 69,200 | $43.0M |
| Old Mission Capital LLC | 1.14% | Add +398.4% | 69,148 | $42.9M |
| Capital Planning LLC | 13.42% | Reduce -1.4% | 68,786 | $42.7M |
| National Bank of Canada | 0.05% | Reduce -8.2% | 68,750 | $42.7M |
| Rational Advisors, Inc. | 4.42% | Reduce -37.2% | 68,575 | $42.6M |
| MCF Advisors LLC | 2.81% | Reduce -5.0% | 68,546 | $42.6M |
| Novare Capital Management LLC | 3.45% | Add +7.9% | 68,304 | $42.4M |
| Wescott Financial Advisory Group, LLC | 4.05% | Add +3.1% | 68,119 | $42.3M |
| Cornerstone Advisory, LLC | 4.49% | Add +0.8% | 67,317 | $41.8M |
| Private Wealth Asset Management, LLC | 5.55% | Add +10.9% | 67,300 | $41.8M |
| TD Private Client Wealth LLC | 1.02% | Add +4.4% | 66,907 | $41.5M |
| NDWM LLC | 30.38% | Add +1.7% | 66,824 | $41.5M |
| Silvercrest Asset Management Group LLC | 0.28% | Add +3.2% | 66,443 | $41.3M |
| Evercore Wealth Management, LLC | 0.64% | Reduce -0.9% | 66,429 | $41.2M |
| Kovack Advisors, Inc. | 4.02% | Reduce -40.6% | 66,051 | $41.0M |
| Kaye Capital Management | 15.65% | Reduce -5.9% | 65,555 | $40.7M |
| Dorsey & Whitney Trust CO LLC | 2.14% | Reduce -0.4% | 65,099 | $40.4M |
| Chokshi & Queen Wealth Advisors, Inc | 23.15% | Add +4.4% | 65,080 | $40.4M |
| Retirement Income Solutions, Inc. | 7.33% | Reduce -71.2% | 64,346 | $40.0M |
| Next Capital Management LLC | 14.72% | Add +9.5% | 64,149 | $39.8M |
| Rehmann Capital Advisory Group | 2.41% | Reduce -1.5% | 64,061 | $39.8M |
| 1832 Asset Management L.P. | 0.07% | Reduce -61.3% | 63,880 | $39.7M |
| Greenwood Capital Associates LLC | 4.93% | Add +63.6% | 63,867 | $39.7M |
| Wealthcare Advisory Partners LLC | 0.90% | Add +6.8% | 63,783 | $39.6M |
| Watershed Private Wealth LLC | 14.39% | Reduce -12.3% | 63,676 | $39.5M |
| Portland Global Advisors LLC | 4.65% | Reduce -1.5% | 63,649 | $39.5M |
| Washington Trust Bank | 3.32% | Add +0.6% | 63,533 | $39.4M |
| CreativeOne Wealth, LLC | 1.03% | Add +6.6% | 63,523 | $39.4M |
| Certuity, LLC | 3.69% | Reduce -14.6% | 63,328 | $39.3M |
| Earned Wealth Advisors, LLC | 7.69% | Add +20.6% | 63,203 | $39.2M |
| SouthState Bank Corp | 1.71% | Add +2.4% | 63,134 | $39.2M |
| IFS Advisors, LLC | 29.61% | Reduce -29.9% | 63,019 | $39.1M |
| Fort Henry Capital, LLC | 26.30% | Add +0.9% | 63,017 | $39.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.04% | Reduce -7.6% | 62,955 | $39.1M |
| Salus Financial Advisors, LLC | 25.91% | Add +1.6% | 62,103 | $38.6M |
| Enzi Wealth | 14.07% | Reduce -1.2% | 61,305 | $38.4M |
| Chicago Partners Investment Group LLC | 1.10% | Reduce -1.3% | 59,917 | $38.2M |
| WealthBridge Capital Management, LLC | 9.68% | Add +3.3% | 61,475 | $38.2M |
| Integrity Investment Advisors, LLC | 29.35% | Add +1.4% | 61,472 | $38.2M |
| Bare Financial Services, Inc | 12.83% | Add +4.9% | 61,278 | $38.0M |
| American Century Companies Inc. | 0.02% | Reduce -79.0% | 60,904 | $37.8M |
| Capital Advisors Wealth Management, LLC | 5.88% | Reduce -3.3% | 60,253 | $37.4M |
| Morris Financial Concepts, Inc. | 14.84% | Reduce -4.5% | 60,203 | $37.4M |
| Norris Perne & French LLP | 2.61% | Reduce -1.0% | 60,114 | $37.3M |
| Cisco Systems, Inc. | 8.39% | No change | 60,000 | $37.3M |
| Valmark Advisers, Inc. | 0.52% | Reduce -0.8% | 59,939 | $37.2M |
| CBIZ Investment Advisory Services, LLC | 1.65% | Add +19.7% | 59,872 | $37.2M |
| PCA Investment Advisory Services Inc. | 15.62% | Add +13.1% | 59,721 | $37.1M |
| Stratos Investment Management, LLC | 1.69% | Add +9.0% | 59,574 | $37.0M |
| Arkansas Financial Group, Inc. | 5.74% | Reduce -1.0% | 59,510 | $36.9M |
| Snider Financial Group | 10.63% | Add +4.1% | 59,377 | $36.9M |
| Somnio Financial Group, LLC | 26.36% | — | 59,321 | $36.8M |
| B. Riley Wealth Advisors, Inc. | 1.78% | Reduce -66.6% | 59,254 | $36.8M |
| Integris Wealth Management, LLC | 9.58% | Reduce -1.4% | 59,184 | $36.7M |
| Mayflower Financial Advisors, LLC | 5.11% | Reduce -15.3% | 59,077 | $36.7M |
| Sachem Hill LLC | 7.46% | Reduce -3.0% | 58,885 | $36.6M |
| Creekmur Asset Management LLC | 6.43% | Add +115.9% | 58,614 | $36.4M |
| Blue Trust, Inc. | 0.43% | Reduce -39.7% | 58,561 | $36.4M |
| NRI Wealth Management LC | 21.92% | Add +4.2% | 58,529 | $36.3M |
| Vise Technologies, Inc. | 1.50% | — | 58,391 | $36.3M |
| Avondale Wealth Management | 20.22% | Reduce -0.2% | 58,315 | $36.2M |
| Integrated Capital Management, LLC | 17.35% | Add +7.9% | 57,267 | $36.2M |
| Ironwood Wealth Management, LLC. | 13.17% | Reduce -13.3% | 58,096 | $36.1M |
| Clear Creek Financial Management, LLC | 3.42% | Add +9.2% | 57,910 | $36.0M |
| High Falls Advisors, Inc | 7.95% | Reduce -45.0% | 57,857 | $35.9M |
| Bellwether Advisors, LLC | 6.13% | Add +0.4% | 57,796 | $35.9M |
| SteelPeak Wealth, LLC | 1.40% | Reduce -50.6% | 57,789 | $35.9M |
| Sheets Smith Wealth Management | 4.20% | Add +0.5% | 57,757 | $35.9M |
| Camelot Technology Advisors, Inc. | 30.77% | Add +0.0% | 57,354 | $35.6M |
| ZynergyRetirementPlanningLLC | 23.76% | Add +5.2% | 57,059 | $35.4M |
| Coastline Trust Co | 4.06% | Add +8.8% | 57,031 | $35.4M |
| Windsor Capital Management, LLC | 10.32% | Add +2.4% | 57,013 | $35.4M |
| CoreCap Advisors, LLC | 1.43% | Add +13.4% | 56,995 | $35.4M |
| AMS Capital Ltda | 13.36% | Reduce -6.8% | 56,983 | $35.4M |
| Pinnacle Financial Partners Inc | 0.74% | Reduce -13.1% | 56,967 | $35.4M |
| SWS Partners | 9.53% | Add +7.6% | 56,886 | $35.3M |
| City National Bank of Florida | 25.68% | Add +12.8% | 56,815 | $35.3M |
| SigFig Wealth Management, LLC | 1.17% | Reduce -36.1% | 57,030 | $35.2M |
| Eldridge Investment Advisors, Inc. | 7.35% | Reduce -0.4% | 56,585 | $35.1M |
| Wealth Alliance, LLC | 3.91% | Reduce -36.4% | 56,410 | $35.0M |
| German American Bancorp, Inc. | 3.41% | Add +1.8% | 56,311 | $35.0M |
| Stone House Investment Management, LLC | 6.42% | Reduce -48.2% | 56,252 | $34.9M |
| Chemung Canal Trust Co. | 7.32% | Add +129.9% | 56,173 | $34.9M |
| David J Yvars Group | 20.39% | Add +1.0% | 56,065 | $34.8M |
| Panoramic Capital Partners, LLC | 24.03% | Add +17.9% | 55,151 | $34.6M |
| Corepath Wealth Partners LLC | 29.19% | Add +1.1% | 55,114 | $34.6M |
| Vermillion & White Wealth Management Group, LLC | 22.44% | No change | 55,598 | $34.5M |
| Ames National Corp. | 22.20% | Add +2.8% | 55,284 | $34.3M |
| Dynamic Advisor Solutions LLC | 1.06% | Add +7.5% | 55,254 | $34.3M |
| Barclays PLC | 0.01% | Reduce -76.0% | 55,191 | $34.3M |
| PACK Private Wealth, LLC | 18.14% | Add +5.3% | 55,123 | $34.2M |
| Nomura Asset Management Co. Ltd. | 0.09% | Add +290.5% | 54,745 | $34.0M |
| Good Life Advisors, LLC | 2.12% | Add +5.9% | 54,659 | $33.9M |
| Parr McKnight Wealth Management Group, LLC | 4.64% | Reduce -0.9% | 54,396 | $33.8M |
| Obsidian Cio, LLC | 4.90% | Add +32.4% | 54,329 | $33.7M |
| Ballew Advisors, Inc | 19.95% | Add +1.2% | 53,489 | $33.6M |
| Durante & Waters, LLC | 26.34% | Add +3.9% | 53,913 | $33.5M |
| Disciplina Capital Management LLC | 4.21% | Reduce -0.9% | 53,665 | $33.3M |
| Exencial Wealth Advisors, LLC | 1.17% | Reduce -7.3% | 53,618 | $33.3M |
| Sfmg, LLC | 2.49% | Reduce -78.8% | 53,416 | $33.2M |
| Kanawha Capital Management LLC | 2.46% | Reduce -1.7% | 53,358 | $33.1M |
| Kapstone Financial Advisors LLC | 16.50% | Add +6.4% | 53,283 | $33.1M |
| Bank Hapoalim BM | 4.66% | No change | 58,100 | $32.6M |
| U.S. Capital Wealth Advisors, LLC | 0.95% | Reduce -4.3% | 52,569 | $32.6M |
| Gradient Capital Advisors, LLC | 9.58% | Add +1.2% | 52,248 | $32.4M |
| Keystone Wealth Services, LLC | 7.82% | Add +2.5% | 52,192 | $32.4M |
| IFP Advisors, Inc | 0.92% | Add +5.1% | 51,846 | $32.2M |
| Cypress Financial Planning LLC | 10.57% | Add +3.1% | 51,819 | $32.2M |
| Mgo One Seven LLC | 1.03% | Add +180.0% | 51,567 | $32.0M |
| Syon Capital LLC | 2.12% | Reduce -10.2% | 51,545 | $32.0M |
| Balyasny Asset Management L.P. | 0.07% | Reduce -94.4% | 51,499 | $32.0M |
| RiverGlades Family Offices LLC | 20.89% | Reduce -0.1% | 51,293 | $31.8M |
| Common Fund for Nonprofit Organizations | 3.29% | Reduce -38.8% | 51,239 | $31.8M |
| Orin Green Financial, LLC | 13.45% | Reduce -0.8% | 51,196 | $31.8M |
| Elk River Wealth Management LLC | 5.45% | Add +0.1% | 51,050 | $31.7M |
| WCG Wealth Advisors LLC | 2.05% | Add +12.2% | 50,972 | $31.6M |
| River Wealth Advisors LLC | 3.93% | Add +1.6% | 50,960 | $31.6M |
| VestGen Advisors, LLC | 1.26% | Reduce -2.3% | 50,920 | $31.6M |
| BridgePort Financial Solutions, LLC | 10.51% | Reduce -3.6% | 50,929 | $31.6M |
| Soltis Investment Advisors LLC | 2.48% | Add +12.3% | 50,918 | $31.6M |
| Landing Point Financial Group, LLC | 19.93% | Add +2.8% | 50,917 | $31.6M |
| Atlantic Family Wealth, LLC | 27.48% | Add +0.9% | 50,875 | $31.6M |
| Meridian Management Co. | 8.63% | Add +2.3% | 49,714 | $31.6M |
| Nixon Peabody Trust Co. | 2.44% | Add +18.0% | 50,709 | $31.5M |
| Wealth Quarterback LLC | 14.81% | Reduce -17.0% | 50,310 | $31.2M |
| Axiom Financial Strategies, LLC | 17.41% | Reduce -4.2% | 50,256 | $31.2M |
| SVB Wealth LLC | 1.67% | New | 50,232 | $31.2M |
| Middleton & Co. Inc. | 3.50% | Reduce -3.9% | 50,213 | $31.2M |
| Fort Point Capital Partners LLC | 3.12% | Add +3.7% | 50,206 | $31.2M |
| Valley Financial Group, Inc. | 18.85% | Add +4.5% | 50,107 | $31.1M |
| Beacon Financial Planning, Inc. | 17.30% | Reduce -4.8% | 49,901 | $31.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.56% | Add +3.6% | 49,677 | $30.8M |
| Okabena Investment Services Inc. | 6.83% | Add +239.6% | 49,562 | $30.8M |
| Advus Financial Partners, LLC | 7.82% | Reduce -9.4% | 49,278 | $30.6M |
| Verus Financial Partners, Inc. | 3.11% | Reduce -0.2% | 48,758 | $30.6M |
| Cascade Financial Partners, LLC | 3.67% | Reduce -2.4% | 49,205 | $30.6M |
| Cornerstone Advisors Asset Management, LLC | 5.88% | Add +0.1% | 49,146 | $30.5M |
| NorthLanding Financial Partners, LLC | 26.93% | Add +6.7% | 48,998 | $30.4M |
| Ascent Capital Management, LLC | 26.98% | Add +2.0% | 48,943 | $30.4M |
| Brown Wealth Management, LLC | 9.43% | Add +10.6% | 48,919 | $30.4M |
| New Insight Wealth Advisors | 12.49% | Reduce -2.5% | 48,889 | $30.4M |
| CacheTech Inc. | 5.59% | Add +7.7% | 48,878 | $30.3M |
| Compass Financial Group, Inc. | 15.21% | Add +0.6% | 48,845 | $30.3M |
| World Investment Advisors | 0.69% | Add +1.4% | 48,576 | $30.2M |
| Elevation Point Wealth Partners, LLC | 2.35% | Reduce -12.7% | 48,511 | $30.1M |
| Diversified Trust Co. | 0.67% | Add +5.4% | 48,286 | $30.0M |
| Signaturefd, LLC | 0.51% | Reduce -6.0% | 48,216 | $29.9M |
| Atlas Legacy Advisors, LLC | 6.59% | Reduce -4.0% | 48,204 | $29.9M |
| Adams Wealth Management | 5.69% | Add +6.0% | 48,120 | $29.9M |
| MRA Advisory Group | 13.98% | Reduce -1.5% | 48,057 | $29.8M |
| Nottingham Advisors, Inc. | 4.43% | Add +0.0% | 48,046 | $29.8M |
| Carbahal Olsen Financial Services Group, LLC | 25.43% | Add +2.6% | 48,031 | $29.8M |
| Nwam LLC | 1.73% | Add +64.8% | 47,248 | $29.7M |
| Fulton Bank, N.A. | 1.10% | Add +11.0% | 47,766 | $29.7M |
| Aurdan Capital Management, LLC | 10.07% | Add +1.6% | 47,604 | $29.6M |
| Aptus Capital Advisors, LLC | 0.29% | Add +8.6% | 47,505 | $29.5M |
| Flagstar Securities, Inc. | 8.13% | Reduce -15.9% | 47,312 | $29.4M |
| Pettinga Financial Advisors LLC | 6.42% | Reduce -18.8% | 47,204 | $29.3M |
| Community Bank, N.A. | 3.85% | Reduce -0.0% | 47,120 | $29.3M |
| Meridian Wealth Management, LLC | 1.25% | Reduce -2.8% | 46,978 | $29.2M |
| Sandy Cove Advisors, LLC | 10.51% | Reduce -1.0% | 46,836 | $29.1M |
| Verus Capital Partners, LLC | 2.57% | Reduce -11.1% | 46,458 | $28.8M |
| WealthShield Partners, LLC | 3.48% | Reduce -28.3% | 46,361 | $28.8M |
| Drive Wealth Management, LLC | 6.30% | Reduce -2.3% | 46,324 | $28.8M |
| Verger Capital Management LLC | 11.31% | Add +0.3% | 46,281 | $28.7M |
| CFS Investment Advisory Services, LLC | 2.35% | Add +4.4% | 46,191 | $28.7M |
| SageView Advisory Group, LLC | 1.08% | Add +0.3% | 44,799 | $28.7M |
| Patton Albertson Miller Group, LLC | 3.77% | Reduce -5.0% | 46,074 | $28.6M |
| Brighton Jones LLC | 0.77% | Add +9.5% | 45,994 | $28.6M |
| First National Bank of Hutchinson | 17.72% | Reduce -6.2% | 45,873 | $28.5M |
| Matrix Trust Co | 4.51% | Reduce -2.6% | 45,627 | $28.3M |
| Saiph Capital, LLC | 11.02% | Reduce -0.8% | 45,594 | $28.3M |
| Lee, Kelleher & Klein Wealth Management | 18.80% | Add +5.6% | 45,573 | $28.3M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.82% | Reduce -14.1% | 45,275 | $28.1M |
| Pennsylvania Capital Management Inc. | 9.01% | Reduce -1.3% | 45,236 | $28.1M |
| Shepherd Financial Partners LLC | 2.96% | Reduce -44.1% | 45,089 | $28.0M |
| Catalyst Private Wealth, LLC | 12.45% | Add +37.0% | 45,061 | $28.0M |
| Cynosure Group, LLC | 3.15% | Add +4.5% | 44,817 | $27.8M |
| Adapt Wealth Advisors, LLC | 12.42% | Add +1.6% | 44,734 | $27.8M |
| Benjamin Edwards Inc. | 0.35% | Reduce -1.8% | 44,708 | $27.8M |
| Intrepid Financial Planning Group LLC | 11.59% | Reduce -1.8% | 44,430 | $27.6M |
| Belpointe Asset Management LLC | 1.14% | Add +45.6% | 44,213 | $27.5M |
| Hicks Capital Management LLC | 43.38% | Add +0.1% | 44,164 | $27.4M |
| Armor Investment Advisors, LLC | 10.32% | Add +3.9% | 44,106 | $27.4M |
| VeraBank, N.A. | 5.49% | Add +24.4% | 44,040 | $27.3M |
| Moody National Bank Trust Division | 2.49% | Add +0.8% | 43,850 | $27.2M |
| Beacon Investment Advisory Services, Inc. | 1.20% | Reduce -10.2% | 43,758 | $27.2M |
| IAG Wealth Partners, LLC | 3.59% | Add +8.3% | 43,646 | $27.1M |
| Altus Wealth Group LLC | 11.97% | Reduce -6.8% | 43,563 | $27.0M |
| Fortitude Family Office, LLC | 8.92% | Reduce -23.5% | 43,431 | $27.0M |
| William Howard & Co Financial Advisors Inc | 23.49% | Reduce -1.5% | 43,361 | $26.9M |
| O'shaughnessy Asset Management, LLC | 0.18% | Add +38.2% | 43,283 | $26.9M |
| Adaptive Financial Consulting, LLC | 11.22% | Reduce -0.4% | 43,273 | $26.9M |
| Interactive Financial Advisors, Inc. | 13.06% | Reduce -4.4% | 43,143 | $26.8M |
| Cypress Wealth Services, LLC | 4.79% | Reduce -21.2% | 43,115 | $26.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.62% | Reduce -5.9% | 43,100 | $26.8M |
| Sanchez Wealth Management Group | 6.45% | Reduce -0.7% | 43,063 | $26.7M |
| Aspen Grove Capital, LLC | 4.53% | No change | 42,903 | $26.6M |
| PFG Private Wealth Management, LLC | 13.72% | Add +1.1% | 42,902 | $26.6M |
| Alpine Bank Wealth Management | 4.02% | Add +1.1% | 42,881 | $26.6M |
| Evermay Wealth Management LLC | 3.26% | Reduce -4.5% | 42,646 | $26.5M |
| Cadinha & Co. LLC | 4.38% | Add +25.8% | 42,537 | $26.4M |
| Yukon Wealth Management, Inc. | 9.42% | Add +22.6% | 42,394 | $26.3M |
| Acima Private Wealth, LLC | 8.94% | Add +0.3% | 42,258 | $26.2M |
| CIBC Asset Management Inc | 0.08% | Add +1.4% | 42,229 | $26.2M |
| Vivid Wealth Management, LLC | 11.48% | Reduce -11.8% | 42,088 | $26.1M |
| Gerber Kawasaki Wealth & Investment Management | 1.00% | Add +3.8% | 41,817 | $26.0M |
| Naples Global Advisors, LLC | 2.23% | Add +2.8% | 41,722 | $25.9M |
| Lantz Financial LLC | 6.42% | Reduce -17.4% | 41,476 | $25.8M |
| Wick Capital Partners, LLC | 6.66% | Add +86.7% | 62,017 | $25.6M |
| Birch Hill Investment Advisors LLC | 1.14% | Reduce -0.4% | 41,220 | $25.6M |
| Sovran Advisors, LLC | 2.68% | Reduce -31.3% | 41,013 | $25.6M |
| Roger Wittlin Investment Advisory, LLC | 14.24% | Reduce -3.6% | 41,142 | $25.5M |
| Teachers Insurance & Annuity Association of America | 31.82% | Reduce -1.0% | 41,074 | $25.5M |
| JMG Financial Group, Ltd. | 0.77% | Add +1.4% | 41,062 | $25.5M |
| Charles Schwab Trust Co | 1.91% | Add +3.6% | 40,890 | $25.4M |
| ONE Advisory Partners, LLC | 8.47% | Reduce -39.5% | 39,813 | $25.4M |
| Silverleafe Capital Partners, LLC | 8.81% | Add +48.1% | 40,702 | $25.3M |
| One Capital Management, LLC | 0.87% | Reduce -16.1% | 40,544 | $25.2M |
| Moller Wealth Partners | 5.55% | Add +2.3% | 40,448 | $25.1M |
| Riverpoint Wealth Management Holdings, LLC | 5.88% | Add +0.3% | 40,288 | $25.0M |
| Nova R Wealth, Inc. | 11.62% | Add +2.9% | 40,249 | $25.0M |
| Continuum Wealth Advisors, LLC | 11.95% | Reduce -23.7% | 40,090 | $24.9M |
| Sterling Investment Advisors LLC | 12.92% | Add +2.0% | 40,031 | $24.8M |
| Nadler Financial Group, Inc. | 2.54% | Add +1.1% | 39,941 | $24.8M |
| HCR Wealth Advisors | 2.92% | Add +4.4% | 39,920 | $24.8M |
| Fsa Wealth Partners, Inc. | 11.95% | Add +824.1% | 39,864 | $24.8M |
| Liberty Wealth Management LLC | 3.88% | Reduce -10.0% | 39,841 | $24.7M |
| Grove Bank & Trust | 3.08% | Add +2.6% | 39,767 | $24.7M |
| Wealth Dimensions Group, Ltd. | 5.42% | Add +0.8% | 39,628 | $24.6M |
| Cary Street Partners Financial LLC | 0.69% | Add +15.4% | 39,445 | $24.5M |
| Financial Life Planners | 19.92% | Add +8.1% | 39,440 | $24.5M |
| Alliance Wealth Management Group | 6.23% | Add +3.6% | 39,408 | $24.5M |
| LGL Partners, LLC | 10.84% | Reduce -10.2% | 38,445 | $24.4M |
| Human Investing LLC | 3.84% | Add +4.4% | 39,310 | $24.4M |
| Mission Wealth Management, LP | 0.53% | Add +31.1% | 39,241 | $24.4M |
| Shared Vision Wealth Group LLC | 12.16% | Reduce -6.4% | 38,360 | $24.4M |
| Gimbal Financial | 14.95% | Add +30.1% | 39,186 | $24.3M |
| Rock Creek Group LLC | 2.83% | New | 38,818 | $24.1M |
| McAdam, LLC | 1.32% | Add +1.9% | 38,704 | $24.0M |
| Eley Financial Management, Inc | 9.21% | Add +7.3% | 38,633 | $24.0M |
| Keystone Financial Services | 8.11% | Reduce -47.4% | 38,382 | $23.8M |
| RFG - Bristol Wealth Advisors, LLC | 7.39% | Reduce -13.8% | 38,371 | $23.8M |
| Client First Capital LLC | 11.16% | Reduce -19.5% | 38,295 | $23.8M |
| Prairieview Wealth Partners, LLC | 24.64% | Add +2.2% | 38,232 | $23.7M |
| Kelly Financial Services LLC | 6.99% | Reduce -43.3% | 38,198 | $23.7M |
| Fairman Group, LLC | 19.47% | Add +37.0% | 38,123 | $23.7M |
| Vantage Financial Partners, LLC | 5.45% | Reduce -31.9% | 38,023 | $23.6M |
| Diversified Portfolios, Inc. | 2.24% | Add +0.4% | 37,866 | $23.5M |
| VERITY Wealth Advisors | 15.79% | Reduce -0.1% | 37,850 | $23.5M |
| PAX Financial Group, LLC | 4.48% | Reduce -49.9% | 37,743 | $23.4M |
| Essex Financial Services, Inc. | 1.54% | Reduce -4.8% | 37,706 | $23.4M |
| Hubbell Strickland Wealth Management, LLC | 10.32% | Add +1.6% | 37,669 | $23.4M |
| 4J Wealth Management LLC | 15.74% | Add +1.9% | 37,531 | $23.3M |
| Synovus Financial Corp. | 0.29% | Reduce -1.5% | 37,496 | $23.3M |
| Flagship Private Wealth, LLC | 9.83% | Reduce -4.5% | 37,238 | $23.1M |
| Fusion Family Wealth, LLC | 1.95% | Add +8.5% | 37,138 | $23.1M |
| Abound Wealth Management | 6.51% | Reduce -2.3% | 37,093 | $23.0M |
| Richwood Investment Advisors, LLC | 18.85% | Add +2.9% | 36,965 | $23.0M |
| One Wealth Advisors, LLC | 3.18% | Add +3.0% | 36,822 | $22.9M |
| Marquette Associates, Inc. | 22.37% | Reduce -4.2% | 36,743 | $22.8M |
| Hengehold Capital Management LLC | 2.08% | Add +7.1% | 36,711 | $22.8M |
| SBI Securities Co., Ltd. | 0.65% | Add +0.1% | 36,623 | $22.7M |
| CW Advisors, LLC | 0.22% | Add +6.5% | 36,604 | $22.7M |
| RFP Financial Group LLC | 9.38% | Reduce -3.1% | 36,592 | $22.7M |
| Summit X, LLC | 4.22% | Reduce -26.0% | 36,430 | $22.6M |
| Orion Capital Management LLC | 8.61% | Add +7.7% | 36,385 | $22.6M |
| Peddock Capital Advisors, LLC | 5.21% | Add +2.2% | 36,274 | $22.5M |
| Parcion Private Wealth LLC | 1.61% | Add +39668.3% | 917,058 | $22.5M |
| Southern Capital Advisors, LLC | 11.49% | Add +1.8% | 36,186 | $22.5M |
| Tyler-Stone Wealth Management | 3.60% | Reduce -1.5% | 36,010 | $22.4M |
| Legacy Trust | 5.48% | Add +47.7% | 35,984 | $22.3M |
| Destiny Capital Corp | 13.47% | Add +7.8% | 35,977 | $22.3M |
| Trademark Financial Management, LLC | 13.65% | Add +12.2% | 35,949 | $22.3M |
| Private Client Services, LLC | 8.67% | Add +50.6% | 35,858 | $22.3M |
| 4Thought Financial Group Inc. | 11.82% | Add +152.3% | 35,828 | $22.2M |
| Stephenson & Company, Inc. | 13.51% | Add +4.5% | 35,827 | $22.2M |
| Atwater Malick LLC | 7.04% | Add +2.4% | 35,801 | $22.2M |
| Kraft, Davis & Associates, LLC | 6.10% | Reduce -2.5% | 34,719 | $22.2M |
| Summit Wealth Partners, LLC | 4.24% | Add +95.8% | 35,779 | $22.2M |
| Bradley Foster & Sargent Inc. | 0.35% | Add +16.2% | 35,754 | $22.2M |
| Certified Advisory Corp | 2.30% | Reduce -0.3% | 35,684 | $22.2M |
| TAGStone Capital, Inc. | 9.12% | Add +0.2% | 34,536 | $22.1M |
| DeDora Capital, Inc. | 5.74% | Add +2.4% | 35,411 | $22.0M |
| Diversify Advisory Services, LLC | 0.84% | Add +1.0% | 34,038 | $22.0M |
| KPP Advisory Services LLC | 3.62% | Add +1.5% | 35,335 | $21.9M |
| ACT Advisors, LLC. | 10.10% | Reduce -26.2% | 35,171 | $21.8M |
| CVA Family Office, LLC | 3.07% | Reduce -1.2% | 35,141 | $21.8M |
| Tepp RIA, LLC | 28.12% | Add +7.4% | 35,090 | $21.8M |
| SMI Advisory Services, LLC | 4.20% | Add +11.0% | 34,638 | $21.7M |
| Dagco, Inc. | 6.05% | Add +11.5% | 34,958 | $21.7M |
| GenWealth Group, Inc. | 4.38% | Add +4455.5% | 34,941 | $21.7M |
| Hilltop Wealth Advisors, LLC | 12.18% | Add +2.6% | 34,930 | $21.7M |
| Emergent Wealth Advisors, LLC | 13.81% | Add +1.6% | 34,289 | $21.6M |
| Sunbelt Securities, Inc. | 1.90% | Add +27.8% | 36,544 | $21.5M |
| Scotia Capital Inc. | 0.10% | Reduce -1.3% | 34,454 | $21.4M |
| Arvest Investments, Inc. | 3.22% | Add +1.7% | 34,443 | $21.4M |
| Lynch & Associates | 4.30% | Add +1.4% | 34,406 | $21.4M |
| Mill Creek Capital Advisors, LLC | 0.47% | Reduce -0.7% | 34,248 | $21.3M |
| Waldron Private Wealth LLC | 0.92% | Reduce -1.6% | 34,036 | $21.1M |
| Avestar Capital, LLC | 1.54% | Add +73.1% | 34,022 | $21.1M |
| Sageworth Trust Co | 1.17% | Reduce -0.1% | 33,906 | $21.1M |
| Western Wealth Management, LLC | 1.25% | Add +0.0% | 33,836 | $21.0M |
| Hoese & Co LLP | 16.94% | Reduce -0.4% | 33,819 | $21.0M |
| XML Financial, LLC | 1.82% | Add +10.3% | 33,786 | $21.0M |
| Park Place Capital Corp | 4.78% | Add +248.3% | 33,783 | $21.0M |
| Dimension Capital Management LLC | 3.29% | Add +0.6% | 33,759 | $21.0M |
| Waters Parkerson & Co., LLC | 1.04% | Add +10.4% | 33,708 | $20.9M |
| Madison Wealth Partners, Inc | 4.55% | Add +6.1% | 33,592 | $20.9M |
| Holland Advisory Services, Inc. | 30.31% | Add +0.1% | 33,430 | $20.8M |
| Avaii Wealth Management, LLC | 9.15% | Reduce -9.4% | 33,160 | $20.6M |
| Fairway Wealth LLC | 6.57% | Add +1.1% | 33,106 | $20.6M |
| Gilbert Capital Group, Inc. | 17.03% | — | 33,101 | $20.6M |
| a16z Perennial Management, L.P. | 1.70% | No change | 33,100 | $20.6M |
| Outlook Wealth Advisors, LLC | 5.28% | Add +2.3% | 33,069 | $20.5M |
| Beirne Wealth Consulting Services, LLC | 6.60% | Add +51.2% | 32,733 | $20.3M |
| Jackson Wealth Management, LLC | 2.21% | Add +0.7% | 32,722 | $20.3M |
| Global Wealth Management, LLC | 11.10% | Add +1.4% | 32,234 | $20.2M |
| WBH Advisory Inc. | 1.72% | Reduce -10.6% | 32,518 | $20.2M |
| Sherman Asset Management, Inc. | 17.87% | Reduce -6.3% | 32,458 | $20.2M |
| SIMA Wealth Partners, LLC | 16.22% | Reduce -2.1% | 32,353 | $20.1M |
| Willis Johnson & Associates, Inc. | 1.35% | Add +0.8% | 32,100 | $19.9M |
| Pines Wealth Management, LLC | 7.04% | Add +1.9% | 31,677 | $19.9M |
| Aspen Wealth Strategies, LLC | 11.99% | Add +1.1% | 32,024 | $19.9M |
| E Fund Management (Hong Kong) Co., Ltd. | 19.01% | Add +7.0% | 31,844 | $19.8M |
| E Fund Management Co., Ltd. | 0.94% | Add +7.0% | 31,844 | $19.8M |
| Stevens Capital Partners | 7.08% | Reduce -4.8% | 31,068 | $19.8M |
| Beacon Financial Group | 2.05% | Reduce -42.8% | 31,755 | $19.7M |
| Ascent Group, LLC | 0.77% | Add +2.3% | 31,662 | $19.7M |
| Walkner Condon Financial Advisors LLC | 3.61% | Add +0.1% | 31,590 | $19.6M |
| RFG Advisory, LLC | 0.46% | Reduce -4.9% | 31,475 | $19.5M |
| New England Asset Management Inc. | 3.15% | Reduce -4.3% | 31,235 | $19.4M |
| Goldstone Financial Group, LLC | 2.56% | Add +0.9% | 30,861 | $19.4M |
| Mycio Wealth Partners, LLC | 4.46% | Reduce -1.1% | 31,123 | $19.3M |
| Securian Asset Management, Inc. | 0.55% | Reduce -30.9% | 31,100 | $19.3M |
| Insight 2811, Inc. | 9.12% | Add +26.5% | 31,015 | $19.3M |
| Sunbeam Capital Management, LLC | 14.58% | Add +3.4% | 31,004 | $19.3M |
| Summit Asset Management, LLC | 3.13% | Add +2.9% | 30,953 | $19.2M |
| Grey Ledge Advisors, LLC | 4.70% | Reduce -3.1% | 31,016 | $19.2M |
| USA Financial Formulas | 3.27% | Reduce -49.1% | 30,886 | $19.2M |
| Pacific Financial Group Inc. | 14.96% | Reduce -9.7% | 30,871 | $19.2M |
| Life Line Wealth Management LLC | 6.20% | Reduce -59.1% | 30,855 | $19.2M |
| Asset Management Group, Inc. | 3.34% | Add +0.2% | 30,836 | $19.1M |
| SWP Financial LLC | 10.51% | Reduce -17.9% | 30,827 | $19.1M |
| Van Hulzen Asset Management, LLC | 1.60% | Reduce -0.3% | 30,756 | $19.1M |
| Eq LLC | 7.41% | Add +18.2% | 30,741 | $19.1M |
| Smith Shellnut Wilson LLC | 8.27% | Reduce -0.7% | 30,696 | $19.1M |
| Wiser Wealth Management, Inc | 4.77% | Reduce -1.9% | 30,684 | $19.1M |
| Capital Insight Partners, LLC | 3.29% | Reduce -3.8% | 30,452 | $18.9M |
| JCSD Capital, LLC | 36.77% | — | 30,450 | $18.9M |
| ArborFi Advisors, LLC | 16.64% | Add +8.1% | 30,438 | $18.9M |
| Thomasville National Bank | 1.29% | Reduce -2.2% | 30,390 | $18.9M |
| Vanguard Group Inc. | 0.00% | Add +2.8% | 30,341 | $18.8M |
| AtlasMark Financial, Inc | 14.29% | Add +16.2% | 30,259 | $18.8M |
| Market Street Wealth Management Advisors LLC | 3.05% | Reduce -1.7% | 30,138 | $18.7M |
| Great Valley Advisor Group, Inc. | 0.41% | Reduce -1.7% | 30,126 | $18.7M |
| Focus Partners Advisor Solutions, LLC | 0.25% | Add +0.5% | 29,906 | $18.6M |
| Astra Wealth Partners LLC | 14.93% | Reduce -2.3% | 29,809 | $18.5M |
| Ade, LLC | 9.84% | Reduce -0.4% | 29,781 | $18.5M |
| Element Wealth, LLC | 8.50% | Reduce -1.1% | 29,762 | $18.5M |
| Boston Research & Management Inc. | 4.39% | Reduce -2.6% | 29,624 | $18.4M |
| Harbor Group, Inc. | 3.25% | Add +9.0% | 29,562 | $18.4M |
| Sax Wealth Advisors, LLC | 1.11% | Add +28.9% | 29,547 | $18.3M |
| Oak Wealth Advisors LLC | 11.77% | Add +4.0% | 29,543 | $18.3M |
| Commonwealth Financial Services, LLC | 3.52% | Reduce -18.3% | 29,483 | $18.3M |
| Palisades Hudson Asset Management, L.P. | 7.15% | Add +32.8% | 29,422 | $18.3M |
| Compagnie Lombard Odier SCmA | 0.24% | Reduce -3.0% | 29,395 | $18.3M |
| Retirement Systems of Alabama | 0.07% | Add +1.7% | 29,379 | $18.2M |
| Coordinated Financial Services, Inc. | 12.81% | — | 29,374 | $18.2M |
| Wesbanco Bank Inc. | 0.54% | Add +13.6% | 29,266 | $18.2M |
| Tower Research Capital LLC (TRC) | 0.49% | New | 29,084 | $18.1M |
| Sovereign Financial Group, Inc. | 3.71% | Add +1.1% | 29,023 | $18.0M |
| Oarsman Capital, Inc. | 2.82% | Reduce -1.1% | 29,012 | $18.0M |
| Centennial Wealth Advisory LLC | 5.73% | Reduce -33.1% | 29,170 | $18.0M |
| Foundry Financial Group, Inc. | 10.22% | Add +10.9% | 28,929 | $18.0M |
| Stratos Wealth Advisors, LLC | 0.95% | Add +7.4% | 28,887 | $17.9M |
| Kilter Group LLC | 9.44% | Reduce -47.5% | 28,868 | $17.9M |
| Kingswood Wealth Advisors, LLC | 1.42% | Add +30.5% | 28,868 | $17.9M |
| Taylor & Morgan Wealth Management, LLC | 12.10% | Add +4.5% | 28,863 | $17.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.46% | Add +3.5% | 28,713 | $17.8M |
| Apollon Financial, LLC | 3.71% | Add +2.4% | 28,462 | $17.7M |
| Wedbush Securities Inc. | 0.62% | Reduce -60.4% | 28,364 | $17.6M |
| EverSource Wealth Advisors, LLC | 0.79% | Add +6.0% | 28,286 | $17.6M |
| Pallas Capital Advisors LLC | 0.67% | Reduce -0.5% | 28,235 | $17.5M |
| Pembroke Management, LTD | 2.09% | Add +12.7% | 27,882 | $17.3M |
| CRA Financial Services, LLC | 2.65% | Add +5.6% | 27,880 | $17.3M |
| Steel Grove Capital Advisors, LLC | 2.04% | Reduce -0.4% | 27,706 | $17.2M |
| Acropolis Investment Management, LLC | 0.94% | Reduce -1.1% | 27,665 | $17.2M |
| Headland Capital, LLC | 5.18% | New | 27,612 | $17.1M |
| Cooper/Haims Advisors, LLC | 8.43% | Add +16.3% | 27,568 | $17.1M |
| NWF Advisory Services Inc. | 2.04% | Add +7.0% | 27,534 | $17.1M |
| Trifecta Capital Advisors, LLC | 2.84% | Add +1.0% | 27,529 | $17.1M |
| Fifth Lane Capital, LP | 20.85% | New | 27,500 | $17.1M |
| Blueprint Investment Partners LLC | 3.03% | Add +10.7% | 27,478 | $17.1M |
| Colonial Trust Co / SC | 2.48% | Add +10.6% | 27,421 | $17.0M |
| Pinion Investment Advisors, LLC | 5.87% | Reduce -22.3% | 27,421 | $17.0M |
| BCGM Wealth Management, LLC | 4.80% | Reduce -1.4% | 27,405 | $17.0M |
| AlphaCore Capital LLC | 0.65% | Add +93.1% | 27,357 | $17.0M |
| Chesley Taft & Associates LLC | 0.76% | Add +1.3% | 27,339 | $17.0M |
| Canvas Wealth Advisors, LLC | 3.32% | Add +21.1% | 26,320 | $16.8M |
| Evernest Financial Advisors, LLC | 5.43% | Reduce -2.1% | 27,020 | $16.8M |
| Generali Investments CEE, investicni spolecnost, a.s. | 1.38% | No change | 27,000 | $16.8M |
| MassMutual Private Wealth & Trust, FSB | 0.45% | Add +3.3% | 26,898 | $16.7M |
| Signature Estate & Investment Advisors LLC | 0.38% | Reduce -0.7% | 26,833 | $16.7M |
| Peak Planning Group, LLC | 10.60% | Reduce -43.3% | 26,674 | $16.6M |
| United Community Bank | 5.66% | Reduce -4.3% | 26,649 | $16.5M |
| Peoples Bank | 10.22% | Reduce -2.6% | 26,633 | $16.5M |
| Zhang Financial LLC | 0.76% | Add +6.1% | 26,633 | $16.5M |
| Trustmark Bank Trust Department | 1.14% | Add +3.0% | 26,627 | $16.5M |
| Proficio Capital Partners LLC | 1.03% | Reduce -2.6% | 26,605 | $16.5M |
| Caldwell Trust Co | 1.65% | Reduce -2.1% | 26,576 | $16.5M |
| Ironwood Wealth Management, Inc. | 7.74% | Reduce -0.9% | 26,290 | $16.4M |
| Sage Advisory Services, Ltd.Co. | 8.89% | Reduce -29.0% | 26,285 | $16.3M |
| Forefront Wealth Partners, LLC | 11.20% | Add +25.4% | 27,578 | $16.3M |
| Empower Advisory Group, LLC | 0.05% | Add +0.1% | 26,164 | $16.2M |
| Treasurer of the State of North Carolina | 0.05% | Reduce -54.4% | 26,162 | $16.2M |
| Webster Bank, N. A. | 1.67% | Add +8.0% | 26,050 | $16.2M |
| EPG Wealth Management LLC | 4.84% | Reduce -21.1% | 25,948 | $16.1M |
| Congress Park Capital LLC | 5.28% | Add +3.6% | 25,933 | $16.1M |
| BTC Capital Management, Inc. | 1.31% | Reduce -0.1% | 25,909 | $16.1M |
| Evergreen Capital Management LLC | 0.48% | Add +9.2% | 25,899 | $16.1M |
| Independent Advisor Alliance | 0.46% | Add +231.5% | 25,860 | $16.1M |
| Providence Capital Advisors, LLC | 2.93% | Add +6.7% | 25,675 | $15.9M |
| Axxcess Wealth Management, LLC | 0.38% | Add +7.8% | 25,611 | $15.9M |
| Hardy Reed LLC | 1.27% | Reduce -0.6% | 25,609 | $15.9M |
| Breakthru Advisory Services, LLC | 24.58% | No change | 28,286 | $15.9M |
| Pine Valley Investments Ltd Liability Co | 0.93% | Add +18.8% | 25,481 | $15.8M |
| Peterson Wealth Advisors, LLC | 2.60% | Add +4.2% | 25,390 | $15.8M |
| CENTRAL TRUST Co | 0.36% | Add +1.4% | 25,296 | $15.7M |
| Global Wealth Management Investment Advisory, Inc. | 2.94% | Reduce -1.6% | 25,234 | $15.7M |
| Invst, LLC | 1.95% | Reduce -67.4% | 25,228 | $15.7M |
| Broadview Financial Management, LLC | 10.62% | Add +3.8% | 25,190 | $15.6M |
| Bank Pictet & Cie (Europe) AG | 0.33% | Reduce -5.5% | 25,070 | $15.6M |
| Kingsview Wealth Management, LLC | 0.26% | Add +9.6% | 24,950 | $15.5M |
| Verum Partners LLC | 3.57% | Reduce -0.1% | 24,902 | $15.5M |
| Strategic Blueprint, LLC | 0.76% | Reduce -0.4% | 24,859 | $15.4M |
| Moisand Fitzgerald Tamayo, LLC | 1.95% | Reduce -1.8% | 24,811 | $15.4M |
| Becker Capital Management Inc. | 0.48% | Reduce -0.5% | 24,803 | $15.4M |
| Canal Capital Management, LLC | 2.42% | Reduce -3.5% | 24,768 | $15.4M |
| Parisi Gray Wealth Management | 4.39% | Reduce -1.6% | 24,692 | $15.3M |
| Rothschild Wealth LLC | 3.75% | Reduce -45.9% | 24,648 | $15.3M |
| Anderson Hoagland & Co. | 1.46% | Reduce -1.0% | 24,624 | $15.3M |
| Ameliora Wealth Management Ltd. | 5.46% | Add +36.3% | 24,581 | $15.3M |
| Guardian Wealth Advisors, LLC / NC | 1.07% | Add +8.8% | 24,539 | $15.2M |
| Parsons Capital Management Inc. | 0.94% | Reduce -0.4% | 24,534 | $15.2M |
| Highview Capital Management LLC | 5.87% | Reduce -0.9% | 24,509 | $15.2M |
| Associated Banc-Corp | 0.43% | Add +2.0% | 24,446 | $15.2M |
| Family Firm, Inc. | 3.66% | Reduce -0.1% | 24,429 | $15.2M |
| JDM Financial Group LLC | 7.15% | Reduce -0.1% | 24,404 | $15.2M |
| Columbus Macro, LLC | 1.85% | Reduce -17.4% | 24,337 | $15.1M |
| Bigelow Investment Advisors, LLC | 6.65% | Add +2.4% | 24,296 | $15.1M |
| AlTi Global, Inc. | 0.38% | Reduce -2.1% | 24,204 | $15.0M |
| Syntax Research, Inc. | 10.67% | Add +4.5% | 24,188 | $15.0M |
| Bison Wealth, LLC | 1.19% | Add +13.6% | 24,041 | $15.0M |
| Resolute Wealth Advisor, Inc. | 8.54% | — | 22,968 | $15.0M |
| Northwest Bancshares, Inc. | 2.60% | Reduce -2.5% | 24,036 | $14.9M |
| GenTrust, LLC | 0.70% | No change | 23,994 | $14.9M |
| Lutz Financial Services LLC | 1.16% | Add +1.1% | 23,968 | $14.9M |
| Breakwater Capital Group | 2.42% | Reduce -0.8% | 23,944 | $14.9M |
| Aureus Asset Management, LLC | 0.95% | Reduce -0.1% | 23,899 | $14.8M |
| New York Life Investment Management LLC | 0.14% | Add +62.4% | 23,854 | $14.8M |
| First National Trust Co | 0.55% | Reduce -0.7% | 23,836 | $14.8M |
| Scissortail Wealth Management, LLC | 3.54% | Add +3.5% | 23,717 | $14.7M |
| Fusion Capital, LLC | 5.02% | Add +1.5% | 23,636 | $14.7M |
| Sierra Capital LLC | 1.69% | Reduce -0.9% | 23,621 | $14.7M |
| Cyndeo Wealth Partners, LLC | 0.87% | Reduce -6.3% | 23,529 | $14.6M |
| Pinnacle Family Advisors, LLC | 7.03% | Add +6.3% | 23,406 | $14.5M |
| Financial Advocates Investment Management | 1.17% | Reduce -2.5% | 23,079 | $14.3M |
| Mosaic Financial Group, LLC | 10.95% | Add +1.8% | 23,050 | $14.3M |
| Summit Trail Advisors, LLC | 0.25% | New | 23,016 | $14.3M |
| TSA Wealth Managment LLC | 5.22% | Reduce -2.3% | 22,995 | $14.3M |
| Cherry Tree Wealth Management, LLC | 3.32% | Reduce -0.5% | 22,987 | $14.3M |
| CM Wealth Advisors LLC | 4.20% | Add +65.7% | 22,974 | $14.3M |
| Venture Visionary Partners LLC | 0.54% | Add +2.5% | 22,945 | $14.2M |
| Motive Wealth Advisors | 6.45% | Reduce -0.6% | 22,811 | $14.2M |
| Smartleaf Asset Management LLC | 1.25% | Add +78.0% | 22,931 | $14.2M |
| Gould Asset Management LLC | 2.75% | Reduce -3.8% | 22,635 | $14.1M |
| North Star Investment Management Corp. | 0.98% | Reduce -1.3% | 22,623 | $14.0M |
| Jackson Hole Capital Partners, LLC | 2.57% | Reduce -0.5% | 22,617 | $14.0M |
| Greenhouse Wealth Management, LLC | 9.02% | Add +16.8% | 22,560 | $14.0M |
| ETF Store, Inc. | 16.19% | Reduce -1.5% | 22,509 | $14.0M |
| Centurion Wealth Management LLC | 4.01% | Reduce -22.6% | 22,498 | $14.0M |
| GFS Advisors, LLC | 1.91% | Reduce -1.8% | 22,492 | $14.0M |
| CWA Asset Management Group, LLC | 0.59% | Add +6.0% | 22,350 | $13.9M |
| Aegis Wealth Management LLC | 8.30% | Reduce -0.1% | 24,626 | $13.8M |
| Atlantic Edge Private Wealth Management, LLC | 3.80% | Add +35.0% | 22,265 | $13.8M |
| Capital Investment Advisory Services, LLC | 1.12% | Add +0.8% | 22,094 | $13.7M |
| Lakeshore Capital Group, Inc. | 12.17% | Add +1.5% | 22,094 | $13.7M |
| Elyxium Wealth, LLC | 5.14% | Reduce -13.6% | 22,061 | $13.7M |
| SPC Financial, Inc. | 1.14% | Add +9.0% | 21,948 | $13.6M |
| Investment Advisory Group, LLC | 4.13% | Add +4.1% | 21,944 | $13.6M |
| BG Investment Services, LLC | 16.99% | Reduce -55.2% | 21,769 | $13.6M |
| Main Street Financial Solutions, LLC | 0.98% | Add +17.7% | 21,835 | $13.6M |
| Spectrum Strategic Capital Management, LLC | 8.61% | Reduce -61.6% | 21,783 | $13.5M |
| Fiera Capital Corp | 0.05% | Add +2.5% | 21,779 | $13.5M |
| Omega Financial Group, LLC | 4.87% | Add +2.7% | 21,763 | $13.5M |
| Roof Eidam Maycock Peralta, LLC | 3.33% | Add +0.7% | 21,742 | $13.5M |
| Park National Corp. | 0.45% | Reduce -6.0% | 21,732 | $13.5M |
| Cosner Financial Group, LLC | 7.50% | Add +4.0% | 21,684 | $13.5M |
| Trek Financial, LLC | 0.90% | Reduce -48.1% | 21,589 | $13.4M |
| MainStreet Investment Advisors LLC | 1.85% | Add +6.0% | 21,584 | $13.4M |
| MFA Wealth Services | 10.04% | Add +1.6% | 21,516 | $13.4M |
| Delta Investment Management, LLC | 2.56% | Add +10.4% | 21,463 | $13.3M |
| REDW Wealth LLC | 5.30% | Add +0.7% | 21,447 | $13.3M |
| Forbes Financial Planning, Inc. | 8.98% | Add +53.7% | 21,408 | $13.3M |
| Koshinski Asset Management, Inc. | 1.00% | Reduce -2.4% | 21,327 | $13.2M |
| Bank of New Hampshire | 3.29% | Reduce -1.3% | 21,297 | $13.2M |
| FOCUS Wealth Advisors, LLC | 6.85% | Reduce -17.7% | 21,218 | $13.2M |
| Pandora Wealth, Inc. | 8.07% | Add +0.0% | 21,136 | $13.1M |
| Gunma Bank,Ltd. | 4.26% | No change | 21,000 | $13.0M |
| Fairvoy Private Wealth, LLC | 3.24% | Reduce -5.0% | 20,980 | $13.0M |
| Gradient Investments LLC | 0.24% | Add +56.8% | 20,904 | $13.0M |
| Fortis Capital Advisors, LLC | 2.31% | Add +20.4% | 20,764 | $12.9M |
| GPS Wealth Strategies Group, LLC | 1.48% | Add +19.4% | 20,737 | $12.9M |
| Csenge Advisory Group | 0.68% | Reduce -28.3% | 21,683 | $12.8M |
| Foundation Wealth Management, LLC\PA | 5.55% | Reduce -0.1% | 20,657 | $12.8M |
| Kooman & Associates | 4.33% | Reduce -2.1% | 20,654 | $12.8M |
| Latitude Advisors, LLC | 6.44% | Add +2.3% | 20,634 | $12.8M |
| Beaird Harris Wealth Management, LLC | 0.99% | Add +7.9% | 20,621 | $12.8M |
| Planwiser Financial, LLC | 10.92% | Add +7.5% | 20,005 | $12.8M |
| YHB Investment Advisors, Inc. | 0.99% | Reduce -0.4% | 20,609 | $12.8M |
| Capital Fund Management S.A. | 0.14% | Add +16.9% | 20,574 | $12.8M |
| Meadow Creek Wealth Advisors LLC | 8.62% | Add +0.9% | 20,568 | $12.8M |
| WealthPLAN Partners, LLC | 2.05% | Reduce -2.6% | 20,551 | $12.8M |
| Private Trust Co. NA | 1.21% | Reduce -10.8% | 20,507 | $12.7M |
| NewEdge Wealth, LLC | 0.20% | Add +41.4% | 20,028 | $12.7M |
| MRWM Advisors, LLC | 7.93% | Add +17.7% | 20,405 | $12.7M |
| Ted Buchan & Co | 5.03% | Add +2.0% | 20,380 | $12.7M |
| Unique Wealth Strategies, LLC | 5.29% | Reduce -0.8% | 20,322 | $12.6M |
| Doliver Advisors, LP | 3.44% | Add +0.6% | 20,232 | $12.6M |
| Chicago Capital, LLC | 0.31% | Reduce -3.8% | 20,215 | $12.6M |
| Xponance LLC | 0.10% | Reduce -16.4% | 20,166 | $12.5M |
| Columbia Bank | 3.81% | Reduce -17.1% | 20,055 | $12.5M |
| Money Concepts Capital Corp. | 0.84% | Add +49.8% | 20,126 | $12.5M |
| Yelin Lapidot Holdings Management Ltd. | 2.27% | Reduce -1.9% | 20,046 | $12.4M |
| Strategic Wealth Partners, Ltd. | 0.98% | — | 20,001 | $12.4M |
| Ausdal Financial Partners, Inc. | 0.83% | Add +10.5% | 19,996 | $12.4M |
| Bay Harbor Wealth Management, LLC | 3.59% | Reduce -52.9% | 19,920 | $12.4M |
| One Wealth Capital Management, LLC | 5.80% | Reduce -34.6% | 19,911 | $12.4M |
| Sound Stewardship, LLC | 6.38% | Add +7.9% | 19,907 | $12.4M |
| Telos Capital Management, Inc. | 1.26% | Add +8.1% | 19,891 | $12.4M |
| Bright Financial Advisors, Inc. | 6.84% | Add +0.5% | 19,859 | $12.3M |
| Cordatus Wealth Management LLC | 3.01% | New | 19,706 | $12.2M |
| MidAtlantic Capital Management, Inc. | 8.65% | Add +11.0% | 19,630 | $12.2M |
| Cape Ann Savings Bank | 7.27% | Reduce -0.6% | 19,602 | $12.2M |
| Sentry LLC | 2.41% | Add +7.2% | 19,476 | $12.1M |
| Patriot Investment Management Group, Inc. | 0.84% | Reduce -0.1% | 19,471 | $12.1M |
| Wealth Management Partners, LLC | 4.27% | Add +3.9% | 19,372 | $12.1M |
| Transcend Capital Advisors, LLC | 0.94% | Add +0.1% | 19,418 | $12.1M |
| Shulman DeMeo Asset Management LLC | 2.98% | Reduce -0.7% | 19,413 | $12.1M |
| Red Tortoise LLC | 5.87% | Reduce -3.5% | 19,383 | $12.0M |
| Precedent Wealth Partners, LLC | 2.95% | Reduce -10.9% | 19,379 | $12.0M |
| Meritage Portfolio Management | 0.76% | Reduce -17.5% | 19,361 | $12.0M |
| Louisbourg Investments Inc. | 2.83% | Add +0.2% | 19,360 | $12.0M |
| Cobblestone Asset Management LLC | 6.29% | Reduce -52.5% | 19,275 | $12.0M |
| Novem Group | 1.51% | Add +1.7% | 19,198 | $11.9M |
| Synergy Investment Management, LLC | 7.17% | Reduce -33.8% | 19,158 | $11.9M |
| Harbor Advisory Corp. | 3.79% | No change | 19,154 | $11.9M |
| Ingalls & Snyder LLC | 0.42% | Add +13.3% | 19,066 | $11.8M |
| Nations Financial Group Inc, /Ia/ | 0.81% | Add +6.2% | 18,989 | $11.8M |
| SC&H Financial Advisors, Inc. | 2.01% | Add +2.3% | 18,971 | $11.8M |
| GWN Securities Inc. | 2.18% | Reduce -76.0% | 18,841 | $11.8M |
| Tritonpoint Wealth, LLC | 1.09% | Reduce -1.5% | 18,918 | $11.7M |
| Perissos Private Wealth Management, LLC | 9.28% | Add +2074.1% | 18,915 | $11.7M |
| Wealth Management Associates, Inc. | 4.56% | Add +0.2% | 18,872 | $11.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.26% | Add +1.7% | 18,843 | $11.7M |
| Inman Jager Wealth Management, LLC | 7.90% | Reduce -2.5% | 18,818 | $11.7M |
| Thoroughbred Financial Services, LLC | 0.81% | Reduce -4.1% | 18,768 | $11.7M |
| Horst & Graben Wealth Management LLC | 1.92% | Reduce -13.0% | 18,668 | $11.6M |
| MBE Wealth Management, LLC | 5.04% | Add +1.9% | 18,656 | $11.6M |
| One Day In July LLC | 1.04% | Reduce -4.3% | 18,558 | $11.5M |
| NorthRock Partners, LLC | 0.30% | Reduce -0.7% | 18,496 | $11.5M |
| Glen Eagle Advisors, LLC | 1.76% | Add +1.2% | 18,476 | $11.5M |
| Harbor Investment Advisory, LLC | 1.02% | Reduce -2.0% | 18,475 | $11.5M |
| Ameritas Advisory Services, LLC | 0.60% | Reduce -66.7% | 18,468 | $11.5M |
| Claro Advisors Inc. | 1.89% | Add +6.5% | 18,420 | $11.4M |
| Revolve Wealth Partners, LLC | 1.49% | Add +2.9% | 18,415 | $11.4M |
| MA Private Wealth | 2.04% | Reduce -10.0% | 18,396 | $11.4M |
| Retirement Wealth Solutions LLC | 8.34% | Reduce -15.1% | 18,393 | $11.4M |
| Mustico Financial Group, Inc. | 10.53% | — | 18,001 | $11.4M |
| Etesian Wealth Advisors, Inc. | 4.25% | Add +6.5% | 18,365 | $11.4M |
| Lanark Financial, Inc. | 0.94% | Add +31.0% | 18,345 | $11.4M |
| Objective Capital Management, LLC | 12.78% | Add +2.4% | 18,320 | $11.4M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Add +0.2% | 18,299 | $11.4M |
| Red Door Wealth Management, LLC | 1.36% | Add +0.3% | 18,291 | $11.4M |
| Money Design Co.,Ltd. | 0.56% | Reduce -3.3% | 18,161 | $11.3M |
| Nicolet Advisory Services, LLC | 0.96% | Reduce -0.1% | 18,023 | $11.3M |
| Simmons Bank | 0.80% | Add +0.2% | 18,102 | $11.2M |
| Granite Harbor Advisors, Inc. | 5.22% | Reduce -7.7% | 17,904 | $11.1M |
| Wayfinding Financial, LLC | 4.97% | Reduce -1.8% | 17,528 | $11.1M |
| Argent Advisors, Inc. | 3.40% | Add +2.9% | 17,695 | $11.0M |
| PJT Investments Corp. | 5.86% | — | 17,692 | $11.0M |
| Post Resch Tallon Group Inc. | 10.64% | Reduce -0.3% | 17,684 | $11.0M |
| Welch Group, LLC | 0.46% | Add +0.2% | 17,635 | $10.9M |
| TFB Advisors LLC | 2.87% | Add +68.0% | 17,626 | $10.9M |
| Montis Financial, LLC | 3.02% | Reduce -4.4% | 17,522 | $10.9M |
| Mma Asset Management LLC | 4.17% | Reduce -18.9% | 17,517 | $10.9M |
| Secure Asset Management, LLC | 2.02% | Add +40.3% | 17,498 | $10.9M |
| American National Bank & Trust | 1.11% | Add +1.0% | 17,456 | $10.8M |
| Welch & Forbes LLC | 0.13% | Add +0.6% | 17,366 | $10.8M |
| DAVENPORT & Co LLC | 0.06% | Reduce -4.7% | 17,352 | $10.8M |
| Campion Asset Management | 8.07% | Add +7.0% | 17,320 | $10.8M |
| Agf Management Ltd. | 0.05% | Reduce -1.8% | 17,301 | $10.7M |
| Trail Ridge Investment Advisors, LLC | 5.16% | Reduce -4.6% | 16,911 | $10.7M |
| Connecticut Wealth Management, LLC | 0.51% | Reduce -1.4% | 17,282 | $10.7M |
| Verdence Capital Advisors LLC | 0.73% | Reduce -0.9% | 17,244 | $10.7M |
| Advisory Resource Group | 2.05% | Reduce -0.2% | 17,152 | $10.6M |
| Archvest Wealth Advisors, Inc. | 9.28% | Add +11.8% | 17,148 | $10.6M |
| True Vision MN LLC | 5.89% | Reduce -44.0% | 17,139 | $10.6M |
| Citadel Advisors | 0.01% | New | 17,138 | $10.6M |
| Leavell Investment Management, Inc. | 0.47% | Reduce -1.0% | 17,012 | $10.6M |
| Granby Capital Management, LLC | 5.89% | No change | 17,000 | $10.6M |
| Williams Jones Wealth Management, LLC. | 0.13% | Reduce -1.7% | 16,993 | $10.6M |
| Northeast Financial Consultants Inc | 0.43% | Add +2.7% | 16,948 | $10.5M |
| Flagship Harbor Advisors, LLC | 0.50% | Add +17.1% | 16,856 | $10.5M |
| Forum Private Client Group LLC | 4.02% | Add +5.9% | 16,803 | $10.4M |
| Geneva Partners, LLC | 4.13% | Add +0.3% | 16,770 | $10.4M |
| DecisionMap Wealth Management, LLC | 7.12% | Add +3.5% | 16,715 | $10.4M |
| Manhattan West Asset Management, LLC | 2.39% | Reduce -1.2% | 16,651 | $10.3M |
| Roundview Capital LLC | 0.69% | Reduce -0.9% | 16,607 | $10.3M |
| SOL Capital Management CO | 1.00% | Add +1.4% | 16,579 | $10.3M |
| jvl associates llc | 3.69% | Add +1.2% | 16,522 | $10.3M |
| GW&K Investment Management, LLC | 0.09% | Add +52.8% | 16,505 | $10.2M |
| Clearstead Trust, LLC | 1.94% | Add +1.0% | 16,502 | $10.2M |
| Mountain Hill Investment Partners Corp. | 8.59% | Add +8.8% | 16,481 | $10.2M |
| Private Advisory Group LLC | 0.95% | Add +1.5% | 16,422 | $10.2M |
| Postrock Partners LLC | 4.88% | Reduce -0.2% | 16,421 | $10.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -55.9% | 16,341 | $10.1M |
| GM Advisory Group, LLC | 0.50% | Add +11.8% | 16,287 | $10.1M |
| Baldwin Wealth Partners LLC | 0.69% | Reduce -0.5% | 16,284 | $10.1M |
| Old Port Advisors | 2.75% | Add +3.1% | 16,216 | $10.1M |
| IFC Advisors LLC | 1.88% | Add +2.2% | 16,214 | $10.1M |
| BWM Planning, LLC | 3.46% | Add +0.3% | 16,175 | $10.0M |
| Boyd Wealth Management, LLC | 4.35% | Reduce -2.1% | 16,172 | $10.0M |
| Asset Allocation & Management Company, LLC | 4.68% | No change | 16,129 | $10.0M |
| Beacon Bridge Wealth Partners, LLC | 3.96% | Reduce -0.1% | 16,061 | $10.0M |
| MinichMacGregor Wealth Management, LLC | 2.13% | Add +27.3% | 16,043 | $10.0M |
| Arrien Investments, Inc. | 6.29% | Add +1.2% | 16,029 | $10.0M |
| Maia Wealth LLC | 1.90% | Reduce -12.9% | 16,022 | $9.9M |
| Chung Wu Investment Group, LLC | 10.32% | Reduce -12.7% | 15,940 | $9.9M |
| Capital Group Private Client Services, Inc. | 0.09% | Add +9.1% | 15,932 | $9.9M |
| EdgeRock Capital LLC | 3.13% | New | 15,926 | $9.9M |
| Red Wave Investments LLC | 3.25% | Reduce -0.7% | 15,899 | $9.9M |
| Marathon Strategic Advisors, LLC | 9.16% | Reduce -1.3% | 15,885 | $9.9M |
| IFG Advisory, LLC | 0.49% | Reduce -13.9% | 15,831 | $9.8M |
| Solstein Capital, LLC | 5.03% | No change | 15,798 | $9.8M |
| Baring Financial LLC | 7.32% | Reduce -3.0% | 15,780 | $9.8M |
| Legacy Edge Advisors, LLC | 1.31% | Reduce -33.9% | 15,746 | $9.8M |
| Sfm, LLC | 6.26% | Add +79.5% | 15,705 | $9.8M |
| Integrated Investment Consultants, LLC | 1.91% | Add +0.0% | 15,673 | $9.7M |
| Gateway Wealth Partners, LLC | 1.85% | Reduce -35.1% | 15,668 | $9.7M |
| Chapin Davis, Inc. | 2.68% | Add +0.1% | 15,627 | $9.7M |
| Carnegie Investment Counsel | 0.20% | Add +2.5% | 15,625 | $9.7M |
| Copperleaf Capital, LLC | 4.91% | Add +1.2% | 15,622 | $9.7M |
| Steigerwald, Gordon & Koch Inc. | 1.02% | Add +4.2% | 15,572 | $9.7M |
| Maseco LLP | 0.37% | — | 15,570 | $9.7M |
| Goepper Burkhardt LLC | 3.56% | Add +18.2% | 15,563 | $9.7M |
| Symphony Financial, Ltd. Co. | 1.27% | Add +158.8% | 19,427 | $9.7M |
| Garrison Point Advisors, LLC | 4.43% | Add +0.7% | 15,550 | $9.7M |
| White Pine Capital LLC | 3.05% | Add +4.2% | 15,485 | $9.6M |
| Clear Investment Research, LLC | 12.11% | Reduce -1.6% | 15,463 | $9.6M |
| Nicolet Bankshares Inc. | 1.65% | Add +39.8% | 15,390 | $9.6M |
| Whalerock Point Partners, LLC | 2.12% | Add +3.5% | 15,346 | $9.5M |
| Arete Wealth Advisors, LLC | 0.68% | Reduce -15.2% | 15,334 | $9.5M |
| Illinois Municipal Retirement Fund | 0.13% | Reduce -10.5% | 15,300 | $9.5M |
| Lighthouse Financial LLC | 7.24% | Reduce -1.2% | 15,229 | $9.5M |
| Sapient Capital LLC | 0.17% | Add +2.1% | 15,223 | $9.5M |
| Greenwood Gearhart LLC | 0.59% | Reduce -13.3% | 15,203 | $9.4M |
| Rialto Wealth Management, LLC | 2.64% | Add +8.0% | 15,196 | $9.4M |
| Nepc LLC | 0.24% | No change | 15,178 | $9.4M |
| GeoWealth Management, LLC | 0.37% | Reduce -14.3% | 15,169 | $9.4M |
| Bulwark Capital Corp | 7.92% | — | 15,145 | $9.4M |
| Sugar Maple Asset Management, LLC | 7.33% | Add +17.2% | 15,140 | $9.4M |
| Meridian Financial Advisors, LLC | 6.07% | Reduce -1.2% | 15,109 | $9.4M |
| Cassia Capital Partners, LLC | 5.64% | Reduce -3.5% | 15,108 | $9.4M |
| Pension & Wealth Management Advisors, Inc. | 3.14% | Reduce -1.5% | 15,090 | $9.4M |
| Eagle Strategies LLC | 1.42% | Add +5.6% | 15,019 | $9.3M |
| BIP Wealth, LLC | 0.57% | Add +9.6% | 14,972 | $9.3M |
| Calamos Advisors LLC | 0.06% | Add +0.1% | 14,970 | $9.3M |
| Armbruster Capital Management, Inc. | 1.68% | Reduce -19.1% | 14,935 | $9.3M |
| London Co. of Virginia | 0.05% | Reduce -55.5% | 14,907 | $9.3M |
| Everpar Advisors LLC | 4.18% | Add +38.5% | 14,810 | $9.2M |
| NFSG Corp | 1.49% | Add +13.4% | 14,799 | $9.2M |
| Wedmont Private Capital | 0.39% | Add +3.9% | 14,638 | $9.2M |
| Allium Financial Advisors, LLC | 7.99% | Reduce -0.1% | 14,771 | $9.2M |
| Stephens Inc. | 0.13% | Reduce -1.0% | 14,735 | $9.1M |
| Investment Management Corp. /Va/ | 8.26% | Reduce -0.6% | 14,667 | $9.1M |
| Moors & Cabot, Inc. | 0.42% | Add +6.8% | 14,662 | $9.1M |
| Leuthold Group, LLC | 1.09% | Add +2.4% | 14,658 | $9.1M |
| Apex Wealth Management, LLC | 7.28% | Add +31.9% | 14,612 | $9.1M |
| Insigneo Advisory Services, LLC | 0.78% | Add +13.3% | 14,592 | $9.1M |
| Colony Family Offices, LLC | 2.34% | Add +95.6% | 14,589 | $9.1M |
| Milestone Investment Advisors LLC | 2.36% | Reduce -26.0% | 14,579 | $9.1M |
| My Legacy Advisors, LLC | 3.22% | Reduce -9.8% | 14,381 | $9.0M |
| Bawa N Mallick Trust | 3.73% | No change | 14,523 | $9.0M |
| Pitcairn Co. | 0.59% | Add +17.1% | 14,513 | $9.0M |
| Instrumental Wealth, LLC | 7.12% | Add +0.9% | 14,322 | $9.0M |
| Founders Financial Securities LLC | 0.68% | Reduce -5.8% | 14,362 | $8.9M |
| Firethorn Wealth Partners, LLC | 3.85% | Reduce -14.1% | 14,286 | $8.9M |
| National Wealth Management Group, LLC | 4.96% | Add +7.7% | 14,259 | $8.9M |
| Jaffetilchin Investment Partners, LLC | 0.58% | Reduce -0.1% | 14,251 | $8.8M |
| Elm Partners Management LLC | 0.51% | Reduce -46.7% | 14,189 | $8.8M |
| Ironwood Investment Counsel, LLC | 1.36% | Add +25.7% | 14,141 | $8.8M |
| Financial Counselors Inc. | 12.39% | Reduce -84.7% | 14,109 | $8.8M |
| NorthCrest Asset Manangement, LLC | 0.24% | Add +14.8% | 13,935 | $8.8M |
| Joel Isaacson & Co., LLC | 0.36% | Add +4.8% | 14,095 | $8.8M |
| Legacy Capital Wealth Partners, LLC | 1.98% | Reduce -6.5% | 14,015 | $8.7M |
| Transamerica Financial Advisors, LLC | 0.82% | Reduce -1.7% | 13,995 | $8.7M |
| NatWest Group plc | 2.57% | Reduce -0.1% | 13,975 | $8.7M |
| Fullerton Fund Management Co Ltd. | 0.35% | Add +250.6% | 13,878 | $8.6M |
| Hilltop National Bank | 2.24% | — | 13,831 | $8.6M |
| Genesis Wealth Advisors, LLC | 6.44% | Reduce -0.8% | 13,815 | $8.6M |
| waypoint wealth counsel | 4.24% | Add +1.6% | 13,764 | $8.5M |
| Mechanics Financial Corp | 3.63% | Add +3.0% | 13,754 | $8.5M |
| Abacus Planning Group, Inc. | 1.27% | Add +0.3% | 13,693 | $8.5M |
| Perennial Investment Advisors, LLC | 0.82% | Reduce -24.4% | 13,672 | $8.5M |
| Cutler Investment Counsel LLC | 0.94% | Add +14.4% | 13,597 | $8.4M |
| Venturi Wealth Management, LLC | 0.42% | Reduce -2.0% | 13,580 | $8.4M |
| Luken Investment Analytics, LLC | 3.69% | Reduce -23.8% | 13,572 | $8.4M |
| Fidato Wealth LLC | 6.02% | Reduce -1.6% | 13,563 | $8.4M |
| Nelson Capital Management, LLC | 1.11% | Add +7.5% | 13,560 | $8.4M |
| Awm Capital, LLC | 0.88% | No change | 13,548 | $8.4M |
| Continuum Advisory, LLC | 1.01% | Reduce -8.3% | 13,546 | $8.4M |
| West Bancorporation Inc. | 5.29% | Reduce -6.0% | 13,492 | $8.4M |
| Salomon & Ludwin, LLC | 0.83% | Reduce -1.2% | 13,436 | $8.4M |
| Nordwand Advisors, LLC | 1.31% | Add +1556.4% | 13,483 | $8.4M |
| Twin Peaks Wealth Advisors, LLC | 2.70% | Reduce -42.2% | 12,911 | $8.3M |
| Nilsine Partners, LLC | 0.84% | Reduce -5.9% | 13,343 | $8.3M |
| McMill Wealth Management | 2.73% | Reduce -2.9% | 13,332 | $8.3M |
| Mendota Financial Group, LLC | 7.76% | Add +1.9% | 13,207 | $8.2M |
| KWB Wealth | 0.99% | Reduce -3.0% | 14,550 | $8.2M |
| Prasad Wealth Partners, LLC | 2.39% | Reduce -17.5% | 13,155 | $8.2M |
| Quartz Partners, LLC | 3.73% | Add +21.9% | 13,137 | $8.2M |
| MSH Capital Advisors LLC | 2.35% | Reduce -0.3% | 13,127 | $8.2M |
| Trust Point Inc. | 0.77% | Add +0.2% | 13,116 | $8.1M |
| XY Planning Network, Inc. | 2.76% | Add +262.3% | 13,058 | $8.1M |
| Keystone Global Partners, LLC | 4.40% | Reduce -3.5% | 13,010 | $8.1M |
| Ethos Financial Group, LLC | 0.69% | Reduce -2.8% | 12,963 | $8.0M |
| Curated Wealth Partners LLC | 0.94% | Reduce -7.8% | 12,940 | $8.0M |
| Northstar Advisory Group, LLC | 3.91% | Add +19.9% | 12,908 | $8.0M |
| MY Wealth Management Inc. | 7.66% | Reduce -36.6% | 12,873 | $8.0M |
| Flower City Capital | 4.69% | Add +0.4% | 12,817 | $8.0M |
| C2C Wealth Management, LLC | 7.19% | Add +0.8% | 12,783 | $7.9M |
| Twin Focus Capital Partners, LLC | 1.11% | Add +33.1% | 12,773 | $7.9M |
| Coign Capital Advisors LLC | 5.33% | Reduce -7.6% | 12,692 | $7.9M |
| HBK Sorce Advisory LLC | 0.21% | Add +5.4% | 12,689 | $7.9M |
| Koss-Olinger Consulting, LLC | 0.65% | Reduce -4.8% | 12,684 | $7.9M |
| Aprio Wealth Management, LLC | 0.89% | Reduce -6.1% | 12,670 | $7.9M |
| Sterling Financial Planning, Inc. | 2.61% | Add +0.1% | 12,596 | $7.8M |
| Riverbend Wealth Management, LLC | 5.92% | Add +1.2% | 12,594 | $7.8M |
| Certus Wealth Management, LLC | 5.02% | Reduce -1.4% | 12,563 | $7.8M |
| WASHINGTON TRUST Co | 0.27% | No change | 12,471 | $7.7M |
| Barrett & Company, Inc. | 2.90% | Add +1.1% | 12,462 | $7.7M |
| Tudor Investment Corporation | 0.06% | Add +45.6% | 12,420 | $7.7M |
| Greykasell Wealth Strategies, Inc. | 3.69% | Add +3.0% | 12,387 | $7.7M |
| Plante Moran Financial Advisors, LLC | 0.54% | Add +16.0% | 12,366 | $7.7M |
| Index Fund Advisors, Inc. | 0.43% | Add +14.1% | 12,313 | $7.6M |
| KCM Investment Advisors LLC | 0.26% | Add +3.0% | 12,247 | $7.6M |
| Keystone Financial Group | 0.69% | Reduce -1.1% | 12,219 | $7.6M |
| Wealthedge Investment Advisors, LLC | 3.17% | Add +0.8% | 12,217 | $7.6M |
| Platform Technology Partners | 1.98% | Reduce -2.1% | 12,190 | $7.6M |
| Shelter Mutual Insurance Co | 1.75% | Reduce -2.3% | 12,180 | $7.6M |
| GC Wealth Management RIA, LLC | 0.61% | Add +160.4% | 12,068 | $7.5M |
| Ridgecrest Wealth Partners, LLC | 3.95% | Add +8.9% | 12,066 | $7.5M |
| TradeWell Securities, LLC. | 3.57% | Add +1.1% | 12,035 | $7.5M |
| Jacobi Capital Management LLC | 0.50% | Reduce -4.5% | 12,033 | $7.5M |
| Aletheian Wealth Advisors LLC | 3.67% | Reduce -0.2% | 12,009 | $7.5M |
| Norden Group LLC | 0.81% | Reduce -2.7% | 11,976 | $7.4M |
| Wolverine Trading, LLC | 0.19% | Reduce -95.6% | 12,033 | $7.4M |
| Pittenger & Anderson Inc. | 0.27% | Reduce -0.5% | 11,956 | $7.4M |
| Davis Wealth Advisors, LLC | 7.87% | Reduce -37.7% | 11,945 | $7.4M |
| Emerald Advisors, LLC | 0.95% | Add +4.5% | 11,918 | $7.4M |
| Endeavor Private Wealth, Inc. | 3.49% | Reduce -49.2% | 11,880 | $7.4M |
| Heritage Family Offices, LLP | 3.71% | Reduce -0.0% | 13,153 | $7.3M |
| Hohimer Wealth Management, LLC | 1.31% | Add +34.3% | 11,799 | $7.3M |
| Freedom Investment Management, Inc. | 0.58% | Add +109.4% | 11,769 | $7.3M |
| RCS Financial Planning, LLC | 3.62% | Reduce -27.1% | 11,736 | $7.3M |
| Westmount Partners, LLC | 1.99% | Reduce -0.5% | 11,679 | $7.3M |
| Trust Co | 0.82% | Reduce -3.1% | 11,641 | $7.2M |
| Larson Financial Group LLC | 0.29% | Add +5.0% | 11,640 | $7.2M |
| Smith Anglin Financial, LLC | 0.65% | Reduce -59.0% | 11,604 | $7.2M |
| Selective Wealth Management, Inc. | 2.62% | Add +1.6% | 11,444 | $7.2M |
| Barnes Wealth Management Group, Inc | 4.22% | Reduce -35.7% | 11,510 | $7.1M |
| Busey Bank | 0.22% | Reduce -1.5% | 11,483 | $7.1M |
| International Assets Investment Management, LLC | 0.57% | Reduce -38.0% | 11,471 | $7.1M |
| Able Wealth Management LLC | 3.56% | Reduce -0.3% | 11,383 | $7.1M |
| Chancellor Financial Group WB LP | 5.49% | Add +1.2% | 11,380 | $7.1M |
| Arcus Capital Partners, LLC | 3.05% | Add +12.1% | 11,354 | $7.0M |
| Intrua Financial, LLC | 1.01% | Reduce -0.7% | 11,349 | $7.0M |
| Allodium Investment Consultants, LLC | 4.46% | Add +3.0% | 11,343 | $7.0M |
| Chesapeake Wealth Management | 2.35% | Add +1.0% | 11,335 | $7.0M |
| New Millennium Group LLC | 3.88% | Add +1.4% | 11,283 | $7.0M |
| Forte Asset Management LLC | 3.56% | Reduce -9.3% | 11,263 | $7.0M |
| Wilkins Miller Wealth Management, LLC | 4.76% | Reduce -0.5% | 11,259 | $7.0M |
| MRP Capital Investments, LLC | 4.80% | Add +2.5% | 11,220 | $7.0M |
| Cardiff Park Advisors, LLC | 0.60% | Reduce -14.5% | 11,212 | $7.0M |
| Burke & Herbert Bank & Trust Co. | 1.56% | Reduce -0.3% | 11,194 | $7.0M |
| Lake Street Private Wealth, LLC | 0.99% | Reduce -0.9% | 11,183 | $6.9M |
| Meridian Financial Partners LLC | 3.26% | Reduce -1.4% | 11,166 | $6.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +13.0% | 11,156 | $6.9M |
| Successful Portfolios LLC | 4.26% | Add +9.0% | 11,151 | $6.9M |
| Founders Financial Alliance, LLC | 1.57% | Add +1.3% | 11,151 | $6.9M |
| Silver Oak Securities, Incorporated | 0.58% | Reduce -19.3% | 11,144 | $6.9M |
| Winthrop Capital Management, LLC | 1.75% | Add +7.5% | 11,142 | $6.9M |
| PFS Partners, LLC | 3.48% | Add +2.9% | 11,125 | $6.9M |
| Security National Bank | 1.19% | Add +23.1% | 11,112 | $6.9M |
| Patten Group, Inc. | 1.45% | Reduce -3.0% | 11,075 | $6.9M |
| Graves Light Lenhart Wealth, Inc. | 0.82% | Reduce -0.2% | 11,044 | $6.9M |
| Lakeridge Wealth Management LLC | 3.15% | Add +4.9% | 11,043 | $6.9M |
| Advyzon Investment Management, LLC | 1.52% | Reduce -27.1% | 11,023 | $6.8M |
| Innovative Wealth Building LLC | 5.67% | Reduce -2.4% | 11,015 | $6.8M |
| Heritage Trust Co | 0.79% | Reduce -0.3% | 10,999 | $6.8M |
| ICONIQ Capital, LLC | 0.12% | Reduce -5.3% | 10,981 | $6.8M |
| Debussy Capital Management LP | 1.02% | Add +2.2% | 10,955 | $6.8M |
| Astoria Strategic Wealth, Inc. | 1.84% | Reduce -7.0% | 10,947 | $6.8M |
| Bedel Financial Consulting, Inc. | 0.93% | Add +0.5% | 10,915 | $6.8M |
| Mission Creek Capital Partners, Inc. | 1.51% | Reduce -7.5% | 10,915 | $6.8M |
| TCI Wealth Advisors, Inc. | 0.46% | Reduce -7.0% | 10,873 | $6.8M |
| Daymark Wealth Partners, LLC | 0.26% | Add +4.5% | 10,872 | $6.8M |
| Lifeworks Advisors, LLC | 1.00% | Reduce -9.4% | 10,842 | $6.7M |
| BlueChip Wealth Advisors LLC | 2.76% | Reduce -4.1% | 10,793 | $6.7M |
| Gen-Wealth Partners Inc | 2.58% | Add +3.8% | 10,786 | $6.7M |
| Trust Co. of Vermont | 0.32% | Reduce -7.0% | 10,781 | $6.7M |
| FSA Wealth Management LLC | 2.60% | Reduce -2.4% | 86,203 | $6.7M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -4.5% | 10,730 | $6.7M |
| Wall Street Financial Group, Inc. | 6.01% | Reduce -30.2% | 10,729 | $6.7M |
| TFR Capital, LLC. | 2.41% | Reduce -3.7% | 10,726 | $6.7M |
| Catalina Capital Group, LLC | 4.48% | Add +2.8% | 10,704 | $6.6M |
| C M Bidwell & Associates Ltd. | 3.45% | Add +2349.0% | 10,702 | $6.6M |
| Blueprint Financial Advisors LLC | 2.13% | New | 10,687 | $6.6M |
| Badgley Phelps Wealth Managers, LLC | 0.15% | Add +1.5% | 10,685 | $6.6M |
| Idaho Trust Co | 2.37% | Reduce -3.6% | 10,665 | $6.6M |
| PFG Investments, LLC | 0.39% | Add +3.2% | 10,599 | $6.6M |
| Salem Investment Counselors Inc. | 0.21% | Add +0.5% | 10,588 | $6.6M |
| Exchange Traded Concepts, LLC | 0.08% | New | 10,583 | $6.6M |
| Retirement Planning Group, LLC | 0.28% | Reduce -0.8% | 10,573 | $6.6M |
| Shoker Investment Counsel, Inc. | 2.06% | Add +0.1% | 10,569 | $6.6M |
| Rede Wealth, LLC | 2.37% | Add +1.3% | 10,552 | $6.6M |
| Strata Wealth Advisors, LLC | 1.80% | Reduce -5.6% | 10,550 | $6.6M |
| Tyche Wealth Partners LLC | 1.31% | Add +13.3% | 10,489 | $6.5M |
| Houlihan Financial Resource Group, Ltd. | 2.70% | Reduce -1.4% | 10,357 | $6.5M |
| FDx Advisors, Inc. | 1.99% | Reduce -36.1% | 10,476 | $6.5M |
| W Advisors, LLC | 3.73% | Reduce -27.7% | 10,473 | $6.5M |
| New Age Alpha Advisors, LLC | 0.29% | Reduce -3.6% | 10,472 | $6.5M |
| S.A. Mason LLC | 3.14% | Add +2.4% | 10,456 | $6.5M |
| Guyasuta Investment Advisors Inc. | 0.40% | Add +1.3% | 10,451 | $6.5M |
| Blue Bell Private Wealth Management, LLC | 1.08% | Add +6.2% | 10,431 | $6.5M |
| ADG Wealth Management Group, LLC | 5.51% | Reduce -5.2% | 10,416 | $6.5M |
| Gallagher Capital Advisors, LLC | 5.22% | Add +5.4% | 10,110 | $6.5M |
| Prostatis Group LLC | 1.85% | Add +45.8% | 10,407 | $6.5M |
| Allen Capital Group, LLC | 0.67% | Add +0.0% | 10,372 | $6.4M |
| WealthPlan Investment Management, LLC | 0.47% | Add +12.5% | 10,363 | $6.4M |
| 5T Wealth, LLC | 3.27% | Reduce -28.3% | 10,349 | $6.4M |
| Arax Advisory Partners | 0.29% | Add +5.2% | 4,320 | $6.4M |
| Zurich Insurance Group Ltd | 0.05% | No change | 10,270 | $6.4M |
| Moloney Securities Asset Management, LLC | 0.79% | Reduce -1.6% | 10,301 | $6.4M |
| DKM Wealth Management, Inc. | 5.49% | Add +6.5% | 10,259 | $6.4M |
| Shorepath Capital Management LLC | 5.23% | Add +25.6% | 10,216 | $6.3M |
| American Trust | 0.60% | Add +1491.7% | 10,203 | $6.3M |
| Cadent Capital Advisors, LLC | 2.07% | Add +1.2% | 10,193 | $6.3M |
| LVZ, Inc. | 0.76% | Add +50.0% | 10,190 | $6.3M |
| Optivise Advisory Services LLC | 3.22% | Add +4.6% | 10,158 | $6.3M |
| Power Wealth Management LLC | 2.42% | Reduce -2.0% | 10,145 | $6.3M |
| Variant Private Wealth, LLC | 6.52% | Reduce -1.7% | 10,122 | $6.3M |
| TCTC Holdings, LLC | 0.20% | Add +12.8% | 10,120 | $6.3M |
| Windsor Advisory Group, LLC | 8.91% | Add +3.1% | 10,107 | $6.3M |
| Journey Advisory Group, LLC | 0.49% | Add +5.5% | 10,048 | $6.2M |
| Steph & Co. | 2.02% | Add +3.9% | 10,047 | $6.2M |
| Stone Summit Wealth LLC | 1.93% | Add +25.5% | 10,041 | $6.2M |
| Interchange Capital Partners, LLC | 1.44% | Reduce -29.3% | 10,039 | $6.2M |
| EFG Asset Management (Americas) Corp. | 1.15% | Add +11.6% | 10,010 | $6.2M |
| Leo Wealth, LLC | 0.48% | Add +54.9% | 10,020 | $6.2M |
| Transcendent Capital Group LLC | 3.17% | Add +0.3% | 9,936 | $6.2M |
| First National Bank of Omaha | 0.40% | No change | 9,935 | $6.2M |
| 1834 Investment Advisors Co. | 0.78% | Reduce -1.9% | 9,931 | $6.2M |
| Sagard Holdings Management Inc. | 17.22% | — | 9,911 | $6.2M |
| Pinnacle Bancorp, Inc. | 1.90% | Add +4.6% | 9,910 | $6.2M |
| Advisor Resource Council | 3.02% | Reduce -55.2% | 9,900 | $6.1M |
| Annex Advisory Services, LLC | 0.15% | Reduce -13.9% | 9,885 | $6.1M |
| Glassman Wealth Services | 0.94% | Reduce -1.5% | 9,879 | $6.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -36.9% | 9,793 | $6.1M |
| Ewing Morris & Co. Investment Partners Ltd. | 2.74% | Add +45.1% | 9,773 | $6.1M |
| Ofc Financial Planning, LLC | 6.40% | No change | 9,703 | $6.0M |
| Redhawk Wealth Advisors, Inc. | 0.75% | Add +18.6% | 9,689 | $6.0M |
| Bulltick Wealth Management, LLC | 1.48% | No change | 9,653 | $6.0M |
| KDK Private Wealth Management, LLC | 6.41% | Reduce -0.7% | 9,648 | $6.0M |
| Signet Financial Management, LLC | 0.75% | Reduce -23.6% | 9,623 | $6.0M |
| Presidio Capital Management, LLC | 2.30% | Reduce -2.4% | 9,623 | $6.0M |
| Triumph Capital Management | 1.79% | Add +77.9% | 9,604 | $6.0M |
| Landmark Wealth Management, LLC | 2.53% | Reduce -1.8% | 9,586 | $6.0M |
| NovaPoint Capital, LLC | 1.82% | Add +60.5% | 9,561 | $5.9M |
| Nuveen, LLC | 0.00% | Reduce -89.1% | 9,533 | $5.9M |
| Bestgate Wealth Advisors, LLC | 12.23% | No change | 10,497 | $5.9M |
| Uptick Partners, LLC | 1.69% | Add +40.1% | 9,487 | $5.9M |
| Verity Asset Management, Inc. | 2.80% | Reduce -54.1% | 9,455 | $5.9M |
| Stonebridge Financial Planning Group, LLC | 2.45% | Reduce -3.3% | 9,446 | $5.9M |
| Strategy Asset Managers LLC | 1.09% | Reduce -4.0% | 9,444 | $5.9M |
| Sykon Capital LLC | 2.14% | New | 9,442 | $5.9M |
| James J. Burns & Company, LLC | 0.95% | Add +1.8% | 9,425 | $5.9M |
| FLC Capital Advisors | 1.21% | Reduce -3.8% | 9,422 | $5.9M |
| Magnus Financial Group LLC | 0.51% | Add +10.4% | 9,414 | $5.8M |
| Embree Financial Group | 0.88% | Add +238.6% | 9,403 | $5.8M |
| Beacon Bank & Trust | 1.33% | Add +10.5% | 9,403 | $5.8M |
| St. Johns Investment Management Company, LLC | 2.67% | Add +39.3% | 9,353 | $5.8M |
| Morling Financial Advisors, LLC | 1.90% | Reduce -1.7% | 9,330 | $5.8M |
| Bfsg, LLC | 0.65% | Reduce -2.2% | 9,305 | $5.8M |
| Essential Planning, LLC. | 2.15% | Reduce -1.0% | 9,287 | $5.8M |
| Strathmore Capital Advisors, Inc. | 2.55% | — | 9,193 | $5.8M |
| Quadcap Wealth Management, LLC | 0.73% | Add +1.1% | 9,262 | $5.8M |
| Sage Mountain Advisors LLC | 0.37% | Add +13.5% | 9,242 | $5.7M |
| Eaton Financial Holdings Company, LLC | 1.76% | Reduce -37.0% | 9,229 | $5.7M |
| Truefg, LLC | 1.70% | Reduce -2.1% | 9,221 | $5.7M |
| Compass Ion Advisors, LLC | 0.62% | Reduce -3.5% | 9,215 | $5.7M |
| Forum Financial Management, LP | 0.09% | Reduce -12.3% | 9,191 | $5.7M |
| JT Stratford LLC | 0.87% | Reduce -1.2% | 9,191 | $5.7M |
| Navigoe, LLC | 4.29% | Add +67.4% | 9,163 | $5.7M |
| Strategies Wealth Advisors, LLC | 0.62% | Reduce -8.7% | 9,152 | $5.7M |
| Brady Family Wealth, LLC | 1.76% | Add +1.1% | 9,148 | $5.7M |
| Kera Capital Partners, Inc. | 1.12% | Add +32.9% | 9,140 | $5.7M |
| PMV Capital Advisers, LLC | 12.61% | Reduce -1.6% | 9,117 | $5.7M |
| Sunburst Financial Group, LLC | 1.27% | Add +0.6% | 9,111 | $5.7M |
| Affiance Financial, LLC | 1.15% | Reduce -0.0% | 9,101 | $5.7M |
| Sound Income Strategies, LLC | 0.32% | Add +7.3% | 9,079 | $5.6M |
| West Branch Capital LLC | 1.66% | Reduce -3.4% | 9,061 | $5.6M |
| WPG Advisers, LLC | 4.74% | Add +20.5% | 9,057 | $5.6M |
| University of Texas/Texas Am Investment Management Co. | 0.88% | Add +12.2% | 9,049 | $5.6M |
| First Heartland Consultants, Inc. | 0.50% | Reduce -20.5% | 9,046 | $5.6M |
| Cornerstone Partners Capital Management, LLC | 16.79% | No change | 9,026 | $5.6M |
| Laurel Wealth Planning LLC | 3.19% | Add +89.2% | 9,025 | $5.6M |
| Avid Wealth Partners LLC | 3.19% | Reduce -45.4% | 8,978 | $5.6M |
| Empowered Funds, LLC | 0.06% | Reduce -48.8% | 8,970 | $5.6M |
| Brand Asset Management Group, Inc. | 2.08% | Reduce -2.2% | 8,967 | $5.6M |
| Independent Solutions Wealth Management, LLC | 1.08% | Reduce -14.5% | 8,950 | $5.6M |
| QRG Capital Management, Inc. | 0.05% | Add +22.5% | 8,938 | $5.5M |
| Peak Asset Management, LLC | 1.02% | Reduce -1.9% | 8,925 | $5.5M |
| Plan Group Financial, LLC | 1.82% | Add +612.6% | 8,893 | $5.5M |
| Defined Wealth Management, LLC | 3.42% | Reduce -0.1% | 8,891 | $5.5M |
| Parkside Financial Bank & Trust | 0.60% | Reduce -12.5% | 8,883 | $5.5M |
| Vertex Planning Partners, LLC | 1.15% | Reduce -8.8% | 8,882 | $5.5M |
| Quad-Cities Investment Group, LLC | 2.50% | Reduce -2.5% | 8,842 | $5.5M |
| Level Four Advisory Services, LLC | 0.20% | Add +12.1% | 8,808 | $5.5M |
| Dogwood Wealth Management LLC | 2.67% | Reduce -10.1% | 8,773 | $5.5M |
| AA Financial Advisors, LLC | 1.18% | Add +9.9% | 8,796 | $5.5M |
| Berkeley, Inc | 1.95% | Reduce -0.3% | 8,756 | $5.4M |
| Vontobel Holding Ltd. | 0.02% | Add +55.9% | 8,746 | $5.4M |
| Wealth Advisors of Iowa, LLC | 2.03% | Reduce -0.2% | 8,743 | $5.4M |
| InTrack Investment Management Inc | 3.64% | Add +44.6% | 8,729 | $5.4M |
| GSG Advisors LLC | 1.57% | Reduce -2.9% | 8,703 | $5.4M |
| Moneda S.A. Administradora General de Fondos | 5.85% | No change | 8,700 | $5.4M |
| Hilltop Holdings Inc. | 0.35% | Reduce -1.4% | 8,688 | $5.4M |
| Fortress Financial Solutions, LLC | 6.75% | Add +13.0% | 8,668 | $5.4M |
| Sonoma Private Wealth LLC | 6.60% | Reduce -1.6% | 8,663 | $5.4M |
| Hi-Line Capital Management, LLC | 1.90% | Add +25.4% | 8,663 | $5.4M |
| Kennicott Capital Management LLC | 3.06% | Add +74.8% | 8,649 | $5.4M |
| Tempus Wealth Planning, LLC | 1.34% | Reduce -0.6% | 8,639 | $5.4M |
| Daner Wealth Management, LLC | 3.70% | — | 8,304 | $5.4M |
| Kwmg, LLC | 0.50% | Reduce -0.3% | 8,628 | $5.4M |
| Banque Pictet & Cie SA | 0.06% | Reduce -27.9% | 8,612 | $5.3M |
| B.O.S.S. Retirement Advisors, LLC | 1.34% | Reduce -4.8% | 8,607 | $5.3M |
| Keystone Financial Services, LLC | 4.06% | Add +1.9% | 8,595 | $5.3M |
| Nicholas Hoffman & Company, LLC. | 0.14% | Reduce -5.1% | 8,585 | $5.3M |
| Trivium Point Advisory, LLC | 0.58% | Add +27.9% | 8,579 | $5.3M |
| Rockwood Wealth Management, LLC | 0.47% | Reduce -2.0% | 8,558 | $5.3M |
| Wooster Corthell Wealth Management, Inc. | 0.98% | Reduce -4.5% | 8,541 | $5.3M |
| Black Diamond Financial, LLC | 0.82% | Add +2.1% | 8,526 | $5.3M |
| Commonwealth Retirement Investments LLC | 2.01% | Reduce -40.2% | 8,515 | $5.3M |
| Traveka Wealth, LLC | 2.80% | Add +205.3% | 8,504 | $5.3M |
| Sei Investments Co. | 0.01% | Add +0.2% | 8,455 | $5.2M |
| Private Wealth Partners, LLC | 0.41% | Reduce -5.5% | 8,421 | $5.2M |
| Pinnacle Wealth Planning Services, Inc. | 0.69% | Add +5.2% | 8,419 | $5.2M |
| Edgestream Partners, L.P. | 0.15% | Add +95.2% | 8,417 | $5.2M |
| Atlas Capital Advisors Inc. | 0.64% | Reduce -32.9% | 8,398 | $5.2M |
| Arista Wealth Management, LLC | 0.72% | Add +29.3% | 8,378 | $5.2M |
| LaSalle St. Investment Advisors, LLC | 1.42% | Reduce -13.5% | 8,349 | $5.2M |
| Legacy Advisory Services, LLC | 4.11% | Add +19.7% | 8,339 | $5.2M |
| Antonelli Financial Advisors, LLC | 3.74% | Reduce -0.0% | 8,334 | $5.2M |
| Financial Council, LLC | 2.47% | Reduce -2.6% | 8,264 | $5.1M |
| Tru Independence Asset Management 2, LLC | 3.51% | Add +3.1% | 8,257 | $5.1M |
| Bear Mountain Capital, Inc. | 1.84% | No change | 8,128 | $5.1M |
| Bluespring Wealth Management, LLC | 0.49% | Add +6.4% | 8,248 | $5.1M |
| Dana Investment Advisors, Inc. | 0.17% | Add +1.4% | 8,234 | $5.1M |
| Mitchell Capital Management Co. | 0.96% | Add +7.2% | 8,103 | $5.1M |
| Quadrant Private Wealth Management, LLC | 1.06% | Reduce -11.9% | 8,229 | $5.1M |
| Stockman Wealth Management, Inc. | 0.69% | Add +3.0% | 8,226 | $5.1M |
| Cassaday & Co Wealth Management LLC | 0.13% | Reduce -0.2% | 8,226 | $5.1M |
| M3 Advisory Group, LLC | 3.53% | Add +1.2% | 8,222 | $5.1M |
| Seven Springs Wealth Group, LLC | 1.28% | No change | 8,213 | $5.1M |
| Curat Global, LLC | 4.85% | Add +96.9% | 8,180 | $5.1M |
| Vident Advisory, LLC | 0.06% | Add +4.5% | 8,155 | $5.1M |
| FAS Wealth Partners, Inc. | 0.37% | Add +1.8% | 8,138 | $5.1M |
| Fiduciary Group, LLC | 0.48% | Reduce -3.4% | 8,134 | $5.1M |
| Three Seasons Wealth, LLC | 0.58% | Reduce -8.8% | 8,131 | $5.0M |
| Access Financial Services, Inc. | 1.91% | Add +1.5% | 8,131 | $5.0M |
| Franklin, Parlapiano, Turner & Welch, LLC | 1.31% | No change | 8,109 | $5.0M |
| Edge Financial Advisors LLC | 2.65% | Reduce -11.3% | 8,111 | $5.0M |
| Jamison Private Wealth Management, Inc. | 0.72% | Reduce -1.9% | 8,093 | $5.0M |
| Asset Planning Corporation | 2.67% | Reduce -0.8% | 8,083 | $5.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.33% | Reduce -21.6% | 8,082 | $5.0M |
| Alpha Advisors, LLC | 4.28% | Add +0.7% | 8,045 | $5.0M |
| Schorn Wealth LLC | 1.65% | Reduce -3.9% | 8,038 | $5.0M |
| Stokes Family Office, LLC | 0.52% | Reduce -0.6% | 8,029 | $5.0M |
| NBT Bank, N.A. | 0.34% | Reduce -1.4% | 8,018 | $5.0M |
| World Equity Group, Inc. | 1.36% | Reduce -27.7% | 8,007 | $5.0M |
| Wincap Financial LLC | 4.00% | Add +47.2% | 8,008 | $5.0M |
| Meridian Wealth Partners, LLC | 0.72% | Reduce -2.5% | 7,980 | $5.0M |
| Coppell Advisory Solutions LLC | 0.59% | New | 8,020 | $5.0M |
| Semus Wealth Partners LLC | 3.19% | Reduce -18.8% | 7,926 | $4.9M |
| Premier Path Wealth Partners, LLC | 0.68% | Add +17.3% | 7,924 | $4.9M |
| Measured Wealth Private Client Group, LLC | 1.47% | No change | 7,917 | $4.9M |
| Sprinkle Financial Consultants LLC | 3.00% | Add +3.1% | 7,905 | $4.9M |
| Confluence Wealth Services, Inc. | 0.27% | Reduce -0.2% | 7,893 | $4.9M |
| Stephen J. Garry & Associates, LLC | 4.24% | Reduce -1.4% | 7,893 | $4.9M |
| Fortis Group Advisors, LLC | 0.89% | Reduce -3.0% | 7,699 | $4.9M |
| SK Wealth Management, LLC | 2.11% | Add +80.0% | 7,745 | $4.9M |
| Fulcrum Capital LLC | 1.02% | Reduce -27.1% | 7,773 | $4.8M |
| Infinity Wealth Counsel, LLC | 4.87% | Reduce -0.2% | 7,765 | $4.8M |
| Auxano Advisors, LLC | 1.13% | Add +0.0% | 7,760 | $4.8M |
| BOS Asset Management, LLC | 1.54% | Reduce -0.7% | 7,758 | $4.8M |
| Aufman Associates Inc | 2.97% | Reduce -0.5% | 7,749 | $4.8M |
| Bearing Point Capital, LLC | 0.89% | Add +60.6% | 7,741 | $4.8M |
| Schmidt P J Investment Management Inc. | 0.83% | Add +3.8% | 7,733 | $4.8M |
| Cooper Financial Group | 0.56% | Reduce -32.8% | 7,720 | $4.8M |
| MAS Advisors LLC | 7.84% | Reduce -24.7% | 7,717 | $4.8M |
| Smith Thornton Advisors LLC | 2.75% | Add +81.0% | 7,706 | $4.8M |
| Ellis Investment Partners, LLC | 0.93% | Reduce -2.4% | 7,674 | $4.8M |
| LifePlan Investment Advisors, Inc. | 2.37% | Reduce -31.4% | 7,671 | $4.8M |
| 2UniFi Bank | 2.70% | Add +2.5% | 7,654 | $4.8M |
| Horizon Investments, LLC | 0.08% | Reduce -50.2% | 7,653 | $4.8M |
| Centricity Wealth Management, LLC | 3.80% | Add +2.0% | 7,651 | $4.8M |
| New Century Financial Group, LLC | 5.57% | Add +570.7% | 7,646 | $4.7M |
| 49 Wealth Management, LLC | 0.51% | Reduce -4.4% | 7,640 | $4.7M |
| McCarter Private Wealth Services LLC | 2.70% | New | 7,603 | $4.7M |
| Ruggaard & Associates LLC | 1.90% | Reduce -6.8% | 7,597 | $4.7M |
| Raab & Moskowitz Asset Management LLC | 1.12% | Reduce -2.6% | 7,581 | $4.7M |
| Quest 10 Wealth Builders, Inc. | 4.57% | Add +0.3% | 7,563 | $4.7M |
| Alliance Wealth Advisors, LLC | 1.13% | Reduce -44.2% | 7,561 | $4.7M |
| Fermata Advisors, LLC | 1.25% | Reduce -85.9% | 7,561 | $4.7M |
| Northeast Investment Management | 0.20% | No change | 7,543 | $4.7M |
| Full Sail Capital, LLC | 0.27% | Reduce -8.8% | 7,507 | $4.7M |
| Atlas Brown,Inc. | 1.50% | Reduce -1.4% | 7,504 | $4.7M |
| Davidson Trust Co. | 2.15% | Reduce -1.4% | 7,503 | $4.7M |
| Triglav Investments, D.O.O. | 0.34% | Reduce -4.2% | 7,490 | $4.7M |
| Stegner Investment Associates Inc. | 2.85% | Add +0.8% | 7,482 | $4.6M |
| HUB Investment Partners, LLC | 0.16% | Add +8.7% | 7,481 | $4.6M |
| Accelerate Investment Advisors LLC | 3.45% | Reduce -11.2% | 7,468 | $4.6M |
| Weaver Consulting Group | 1.28% | Reduce -1.2% | 7,465 | $4.6M |
| Blalock Williams, LLC | 4.63% | Reduce -35.8% | 7,464 | $4.6M |
| Hollow Brook Wealth Management LLC | 1.36% | Reduce -2.7% | 7,462 | $4.6M |
| Helium Advisors LLC | 2.93% | Reduce -4.3% | 7,456 | $4.6M |
| Traynor Capital Management, Inc. | 0.33% | Add +5.7% | 7,448 | $4.6M |
| Carret Asset Management, LLC | 0.49% | Add +2.2% | 7,441 | $4.6M |
| Eagle Bay Advisors LLC | 3.82% | Add +4.4% | 7,436 | $4.6M |
| SeaBridge Investment Advisors LLC | 0.86% | Reduce -4.6% | 7,415 | $4.6M |
| Gitterman Wealth Management, LLC | 1.07% | Add +0.9% | 7,414 | $4.6M |
| Independence Bank of Kentucky | 0.65% | Add +29.6% | 7,412 | $4.6M |
| Milestone Asset Management Group, LLC | 3.39% | Add +9.2% | 7,381 | $4.6M |
| Lincoln Capital Corp. | 1.76% | Reduce -1.4% | 7,381 | $4.6M |
| Tufton Capital Management | 0.87% | Add +1.7% | 7,374 | $4.6M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +9.6% | 7,358 | $4.6M |
| Ascentis Independent Advisors | 0.85% | Add +45.4% | 7,359 | $4.6M |
| O'Connor Financial Group LLC | 2.01% | Reduce -11.4% | 7,267 | $4.6M |
| SilverOak Wealth Management LLC | 0.86% | Reduce -1.9% | 7,343 | $4.6M |
| West Paces Advisors Inc. | 0.97% | Add +22.7% | 7,311 | $4.5M |
| Insight Advisors, LLC/ PA | 0.73% | Reduce -0.3% | 7,308 | $4.5M |
| Ayalon Insurance Comp Ltd. | 1.31% | Add +10.3% | 7,301 | $4.5M |
| Brookwood Investment Group LLC | 0.73% | Reduce -33.1% | 7,300 | $4.5M |
| Edgemoor Investment Advisors, Inc. | 0.39% | Add +0.0% | 7,299 | $4.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.20% | — | 7,296 | $4.5M |
| Galvin, Gaustad & Stein, LLC | 0.40% | Reduce -0.8% | 7,291 | $4.5M |
| New England Private Wealth Advisors LLC | 0.66% | Reduce -4.9% | 7,061 | $4.5M |
| Essex Bank | 1.07% | Reduce -22.6% | 7,250 | $4.5M |
| Marietta Wealth Management, LLC | 0.59% | Add +0.3% | 7,249 | $4.5M |
| Paladin Advisory Group, LLC | 3.44% | Add +5.3% | 7,245 | $4.5M |
| Y.D. More Investments Ltd | 0.31% | Add +256.4% | 7,277 | $4.5M |
| Madison Asset Management, LLC | 0.05% | Add +0.3% | 7,236 | $4.5M |
| Foresight Capital Management Advisors, Inc. | 2.61% | Add +2.4% | 7,216 | $4.5M |
| Harvey Capital Management Inc. | 1.05% | No change | 7,191 | $4.5M |
| Arlington Trust Co LLC | 0.87% | No change | 7,170 | $4.5M |
| Woodmont Investment Counsel LLC | 0.29% | Add +91.8% | 7,161 | $4.4M |
| LOM Asset Management Ltd | 1.50% | — | 7,130 | $4.4M |
| NorthStar Asset Management LLC | 2.33% | Reduce -11.2% | 7,115 | $4.4M |
| Rinkey Investments | 1.33% | No change | 7,108 | $4.4M |
| Macroview Investment Management LLC | 3.62% | Add +4.9% | 7,105 | $4.4M |
| Opulen Financial Group LLC | 3.62% | Add +3.9% | 7,102 | $4.4M |
| Paces Ferry Wealth Advisors, LLC | 2.01% | Reduce -8.1% | 7,055 | $4.4M |
| Benchmark Financial Wealth Advisors, LLC | 1.45% | Reduce -13.1% | 7,048 | $4.4M |
| HM Payson & Co. | 0.07% | Add +0.8% | 7,040 | $4.4M |
| Cornell Pochily Investment Advisors, Inc. | 1.43% | Reduce -1.0% | 7,036 | $4.4M |
| JTC Employer Solutions Trustee Ltd | 0.42% | No change | 7,026 | $4.4M |
| First Trust Advisors LP | 0.00% | Add +43.1% | 6,989 | $4.3M |
| Consolidated Portfolio Review Corp | 0.60% | Add +270.0% | 6,967 | $4.3M |
| Jackson, Grant Investment Advisers, Inc. | 1.59% | Add +0.5% | 6,965 | $4.3M |
| Financial Perspectives, Inc | 1.30% | Add +5.3% | 6,948 | $4.3M |
| McNaughton Wealth Management, LLC | 1.92% | Reduce -3.3% | 6,936 | $4.3M |
| Evensky & Katz LLC | 0.26% | Reduce -57.4% | 6,931 | $4.3M |
| Medallion Wealth Advisors, LLC | 1.66% | Add +0.8% | 6,928 | $4.3M |
| Gemmer Asset Management LLC | 0.38% | Reduce -7.0% | 6,918 | $4.3M |
| Harbor Asset Planning, Inc. | 4.10% | — | 6,913 | $4.3M |
| Encompass More Asset Management | 1.00% | Add +16.7% | 6,911 | $4.3M |
| WJ Wealth Management, LLC | 1.35% | Reduce -8.6% | 6,896 | $4.3M |
| Rathbones Group PLC | 0.02% | Add +5.3% | 6,855 | $4.3M |
| Koesten, Hirschmann & Crabtree, INC. | 2.20% | Add +23.0% | 6,852 | $4.3M |
| Old Mission Investment Co LLC | 1.17% | Add +0.8% | 6,850 | $4.3M |
| Keel Point, LLC | 0.28% | Add +0.8% | 6,845 | $4.3M |
| TFO Wealth Partners, LLC | 0.75% | Reduce -0.4% | 6,822 | $4.2M |
| Plum Street Advisors, LLC | 1.87% | Reduce -2.9% | 6,816 | $4.2M |
| American Financial Advisors, LLC | 0.59% | Add +38.3% | 6,812 | $4.2M |
| Sage Capital Advisors,llc | 1.04% | Add +0.4% | 6,805 | $4.2M |
| Security Benefit Life Insurance Co. | 2.04% | No change | 6,800 | $4.2M |
| Maridea Wealth Management LLC | 1.10% | Add +18.9% | 6,794 | $4.2M |
| 1 North Wealth Services LLC | 1.67% | Reduce -33.5% | 6,771 | $4.2M |
| Fisher Asset Management | 0.00% | Reduce -30.3% | 6,765 | $4.2M |
| Intelligent Financial Strategies | 2.23% | Reduce -3.8% | 6,758 | $4.2M |
| Prudent Man Advisors, LLC | 1.33% | Reduce -3.1% | 6,756 | $4.2M |
| Chilton Capital Management LLC | 0.15% | Add +35.6% | 6,751 | $4.2M |
| First United Bank & Trust | 1.46% | No change | 6,748 | $4.2M |
| Parkside Advisors LLC | 0.92% | Add +171.5% | 6,746 | $4.2M |
| Signal Advisors Wealth, LLC | 0.33% | Reduce -26.8% | 6,745 | $4.2M |
| Potentia Wealth | 2.39% | Reduce -42.6% | 6,743 | $4.2M |
| Hemington Wealth Management | 0.61% | Add +0.0% | 6,733 | $4.2M |
| Trust Co of the South | 0.74% | No change | 6,727 | $4.2M |
| Romano Brothers and Company | 0.52% | Add +0.6% | 6,725 | $4.2M |
| Triune Financial Partners, LLC | 1.15% | Add +2.7% | 6,717 | $4.2M |
| CoreFirst Bank & Trust | 2.35% | Add +2.4% | 6,701 | $4.2M |
| Donor Advised Charitable Giving, Inc. | 0.09% | Add +4.3% | 6,686 | $4.2M |
| GAMMA Investing LLC | 0.26% | Reduce -8.8% | 6,676 | $4.1M |
| Warm Springs Advisors Inc. | 3.55% | Reduce -1.6% | 6,663 | $4.1M |
| Oakwell Private Wealth Management, LLC | 0.95% | Reduce -4.3% | 6,627 | $4.1M |
| Richard W. Paul & Associates, LLC | 1.49% | Reduce -1.5% | 6,626 | $4.1M |
| Sonata Capital Group Inc. | 1.64% | Reduce -0.0% | 6,622 | $4.1M |
| Zacks Investment Management | 0.04% | Add +11.8% | 6,619 | $4.1M |
| Dentgroup LLC | 2.85% | Reduce -16.4% | 6,611 | $4.1M |
| Boston Family Office LLC | 0.27% | Add +0.6% | 6,607 | $4.1M |
| ERn Financial, LLC | 0.85% | Add +93.7% | 6,525 | $4.1M |
| Howard Financial Services, LTD. | 0.53% | Reduce -10.0% | 6,520 | $4.0M |
| Gallagher Fiduciary Advisors, LLC | 0.16% | Reduce -8.0% | 6,514 | $4.0M |
| WNY Asset Management, LLC | 0.45% | Reduce -2.4% | 6,511 | $4.0M |
| Sage Financial Group Inc. | 0.30% | Add +2.5% | 6,504 | $4.0M |
| Lion Street Advisors, LLC | 1.22% | Reduce -18.6% | 6,503 | $4.0M |
| Sepio Capital, LP | 0.29% | Reduce -9.6% | 6,481 | $4.0M |
| South Plains Financial, Inc. | 2.83% | Add +2.2% | 6,481 | $4.0M |
| Facet Wealth, Inc. | 0.09% | Reduce -6.1% | 6,330 | $4.0M |
| Motco | 0.38% | Reduce -58.0% | 6,329 | $4.0M |
| Michels Family Financial, LLC | 3.42% | Reduce -2.3% | 6,469 | $4.0M |
| Investors Research Corp | 0.79% | No change | 6,468 | $4.0M |
| MIdWestOne Financial Group, Inc. | 0.52% | Reduce -0.6% | 6,452 | $4.0M |
| Straight Path Wealth Management | 1.36% | Add +0.3% | 6,447 | $4.0M |
| Turtle Creek Wealth Advisors, LLC | 0.47% | Add +47.3% | 6,445 | $4.0M |
| BCS Private Wealth Management, Inc. | 1.50% | — | 6,433 | $4.0M |
| Alta Wealth Advisors LLC | 1.87% | Add +11.4% | 6,375 | $4.0M |
| Walleye Trading LLC | 0.10% | Add +612.3% | 6,368 | $4.0M |
| Hill Island Financial LLC | 1.10% | Reduce -0.6% | 6,344 | $3.9M |
| Oldfather Financial Services, LLC | 1.35% | Reduce -3.6% | 6,338 | $3.9M |
| Thrive Wealth Management, LLC | 0.63% | Add +0.1% | 6,307 | $3.9M |
| Wealth Management Nebraska | 0.53% | Add +5.8% | 6,312 | $3.9M |
| ORBA Wealth Advisors, L.L.C. | 3.55% | Add +59.0% | 6,276 | $3.9M |
| First County Bank | 2.09% | Reduce -1.3% | 6,242 | $3.9M |
| GDS Wealth Management | 0.28% | Add +1.4% | 6,224 | $3.9M |
| Kestra Investment Management, LLC | 0.12% | Add +1.7% | 6,187 | $3.8M |
| UNIVEST FINANCIAL Corp | 0.23% | Reduce -2.5% | 6,187 | $3.8M |
| First American Trust, FSB | 0.31% | Reduce -77.4% | 6,186 | $3.8M |
| Equitable Trust Co. | 0.19% | Reduce -1.9% | 6,183 | $3.8M |
| Townsquare Capital LLC | 0.37% | Reduce -96.1% | 6,165 | $3.8M |
| Napa Wealth Management | 1.83% | Add +3.9% | 6,159 | $3.8M |
| Global View Capital Management LLC | 1.22% | Add +214.0% | 6,157 | $3.8M |
| Clifford Swan Investment Counsel LLC | 0.13% | Reduce -0.5% | 6,151 | $3.8M |
| Harbour Capital Advisors, LLC | 0.80% | Add +3.5% | 6,116 | $3.8M |
| WestHill Financial Advisors, Inc. | 0.81% | Reduce -0.1% | 6,137 | $3.8M |
| Stenger Family Office, LLC | 0.98% | — | 5,966 | $3.8M |
| Beverly Hills Private Wealth, LLC | 0.72% | Reduce -10.8% | 6,122 | $3.8M |
| Lyell Wealth Management, LP | 0.30% | Reduce -0.9% | 6,093 | $3.8M |
| PGIM Custom Harvest LLC | 0.08% | Reduce -12.7% | 6,089 | $3.8M |
| Oakworth Capital, Inc. | 0.24% | Reduce -2.3% | 6,080 | $3.8M |
| Forte Capital LLC | 0.40% | Reduce -8.4% | 6,054 | $3.8M |
| Paulson Wealth Management Inc. | 0.97% | Add +22.8% | 6,046 | $3.8M |
| Liberty Capital Management, Inc. | 0.76% | Reduce -0.1% | 6,030 | $3.7M |
| Maxele Advisors, LLC | 3.26% | Reduce -3.6% | 6,022 | $3.7M |
| Legacy Financial Advisors, Inc. | 0.58% | Add +8.7% | 6,020 | $3.7M |
| Clarkston Capital Partners, LLC | 0.08% | Reduce -0.6% | 6,019 | $3.7M |
| Tounjian Advisory Partners, LLC | 0.72% | Reduce -0.2% | 6,646 | $3.7M |
| Flywheel Private Wealth LLC | 3.00% | Reduce -5.1% | 6,011 | $3.7M |
| GW Henssler & Associates Ltd. | 0.20% | Add +38.2% | 6,004 | $3.7M |
| BCU Wealth Advisors, LLC | 1.67% | Reduce -47.0% | 5,997 | $3.7M |
| Aaron Wealth Advisors LLC | 0.38% | Add +9.2% | 5,977 | $3.7M |
| Goodman Financial Corp | 0.74% | Reduce -0.3% | 5,964 | $3.7M |
| First Bank & Trust | 0.66% | Add +16.1% | 5,937 | $3.7M |
| ZWJ Investment Counsel Inc. | 0.14% | Reduce -9.2% | 5,921 | $3.7M |
| Kaydan Wealth Management, Inc. | 1.20% | Add +20.1% | 5,887 | $3.7M |
| Balefire, LLC | 0.79% | Add +500.3% | 5,883 | $3.7M |
| First Business Financial Services, Inc. | 0.33% | No change | 5,873 | $3.6M |
| WESPAC Advisors, LLC | 2.55% | Reduce -23.2% | 5,866 | $3.6M |
| Condor Capital Management | 0.32% | Reduce -2.0% | 5,862 | $3.6M |
| Comprehensive Financial Planning, Inc. | 2.86% | Add +6.5% | 5,852 | $3.6M |
| Leeward Financial Partners, LLC | 1.15% | Add +0.1% | 5,829 | $3.6M |
| Mason & Associates, LLC | 0.91% | Reduce -2.3% | 5,829 | $3.6M |
| Cim, LLC | 0.49% | Reduce -0.4% | 5,829 | $3.6M |
| Palisade Capital Management, LP | 0.12% | Add +3.4% | 5,826 | $3.6M |
| First Bancorp, Inc | 2.08% | Reduce -9.2% | 5,823 | $3.6M |
| Aspen Investment Management Inc | 1.51% | No change | 5,792 | $3.6M |
| Summit Wealth Group LLC / Co. | 0.90% | — | 5,790 | $3.6M |
| Woodley Farra Manion Portfolio Management Inc. | 0.17% | Reduce -3.9% | 5,765 | $3.6M |
| Asset Dedication, LLC | 0.26% | Add +0.3% | 5,719 | $3.6M |
| Tranquility Partners, LLC | 1.27% | Reduce -0.7% | 5,718 | $3.6M |
| Ameriflex Group, Inc. | 1.86% | Reduce -6.8% | 5,763 | $3.5M |
| First National Corp. /Ma/ | 0.71% | Reduce -1.2% | 5,704 | $3.5M |
| ORG Partners LLC | 0.77% | Add +26.8% | 5,691 | $3.5M |
| Bridgewater Advisors Inc. | 0.27% | Add +65.0% | 5,520 | $3.5M |
| Lifelong Wealth Advisors, Inc. | 1.17% | Add +3.2% | 5,671 | $3.5M |
| Titleist Asset Management, LLC | 0.35% | Add +11.4% | 5,667 | $3.5M |
| Everhart Financial Group, Inc. | 0.41% | Add +4.4% | 5,665 | $3.5M |
| Schnieders Capital Management LLC | 0.62% | Add +0.8% | 5,656 | $3.5M |
| M1 Capital Management LLC | 1.77% | Add +5.8% | 5,646 | $3.5M |
| Wealthgarden F.S. LLC | 2.90% | Reduce -23.7% | 5,505 | $3.5M |
| Portside Wealth Group, LLC | 0.52% | Reduce -38.2% | 5,627 | $3.5M |
| Florida Trust Wealth Management Co | 0.11% | Add +12.3% | 5,620 | $3.5M |
| Evanson Asset Management, LLC | 0.22% | Reduce -0.1% | 5,594 | $3.5M |
| Redwood Wealth Management Group, LLC | 1.57% | Add +1.2% | 5,593 | $3.5M |
| Frank, Rimerman Advisors LLC | 0.23% | No change | 5,593 | $3.5M |
| Mattern Wealth Management LLC | 0.72% | Reduce -0.2% | 5,575 | $3.5M |
| Schneider Downs Wealth Management Advisors, LP | 0.52% | Reduce -1.9% | 5,555 | $3.4M |
| Lansing Street Advisors | 1.03% | Add +0.4% | 5,544 | $3.4M |
| Ipswich Investment Management Co., Inc. | 0.83% | Reduce -0.0% | 5,520 | $3.4M |
| Two West Capital Advisors LLC | 2.24% | Reduce -14.3% | 5,343 | $3.4M |
| Certior Financial Group, LLC | 2.62% | Reduce -41.8% | 5,500 | $3.4M |
| Two Sigma Securities, LLC | 0.42% | Reduce -1.8% | 5,490 | $3.4M |
| Financial Gravity Companies, Inc. | 0.67% | — | 5,482 | $3.4M |
| Alaethes Wealth, LLC | 1.01% | Add +1.2% | 5,468 | $3.4M |
| Total Clarity Wealth Management, Inc. | 0.97% | Add +14.1% | 5,467 | $3.4M |
| Sound View Wealth Advisors Group, LLC | 0.25% | Add +5.0% | 5,464 | $3.4M |
| Americana Partners, LLC | 0.12% | Add +697.7% | 5,448 | $3.4M |
| Delta Wealth Advisors LLC | 2.83% | New | 5,446 | $3.4M |
| Encompass Wealth Advisors, LLC | 1.24% | Add +11.9% | 5,443 | $3.4M |
| Dunhill Financial, LLC | 0.97% | Add +216.8% | 5,414 | $3.4M |
| Appleton Partners Inc. | 0.24% | Add +8.9% | 5,402 | $3.4M |
| Rockland Trust Co. | 0.16% | Reduce -1.3% | 5,392 | $3.3M |
| Nemes Rush Group LLC | 0.36% | Reduce -39.9% | 5,389 | $3.3M |
| Strid Group, LLC | 0.47% | Reduce -6.0% | 5,378 | $3.3M |
| Central Bank & Trust Co. | 0.54% | Add +16.5% | 5,364 | $3.3M |
| First Western Trust Bank | 0.15% | Reduce -3.5% | 5,352 | $3.3M |
| Frontier Asset Management, LLC | 0.90% | Reduce -4.5% | 5,350 | $3.3M |
| Newport Capital Group, LLC | 2.25% | Reduce -3.5% | 5,346 | $3.3M |
| Arcadia Investment Advisors LLC | 1.71% | Reduce -0.1% | 5,308 | $3.3M |
| Centric Wealth Management | 0.78% | Reduce -1.9% | 5,124 | $3.3M |
| Global Strategic Investment Solutions, LLC | 0.35% | Reduce -0.1% | 5,246 | $3.3M |
| Canandaigua National Bank & Trust Co. | 0.30% | Reduce -2.9% | 5,245 | $3.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | No change | 5,245 | $3.3M |
| Mogy Joel R Investment Counsel Inc. | 0.19% | No change | 5,229 | $3.2M |
| Global Financial Private Client, LLC | 1.22% | Add +3.9% | 5,228 | $3.2M |
| BNP Paribas | 0.11% | Reduce -34.4% | 5,225 | $3.2M |
| Ridgepath Capital Management LLC | 1.49% | Add +0.0% | 5,219 | $3.2M |
| Alterna Wealth Management, Inc. | 2.59% | Reduce -21.0% | 5,215 | $3.2M |
| Blodgett Wealth Advisors, LLC | 2.53% | Add +7.9% | 5,211 | $3.2M |
| PUREfi Wealth, LLC | 2.58% | Add +29.7% | 5,203 | $3.2M |
| Precision Wealth Strategies, LLC | 1.05% | Add +151.4% | 5,190 | $3.2M |
| Roxbury Financial LLC | 3.12% | Add +11.1% | 5,150 | $3.2M |
| BlueSky Wealth Advisors, LLC | 0.46% | Add +0.1% | 5,138 | $3.2M |
| Worth Financial Advisory Group, LLC | 1.96% | Add +2.8% | 5,129 | $3.2M |
| Pettyjohn, Wood & White, Inc. | 0.57% | No change | 5,128 | $3.2M |
| Montgomery Investment Management Inc. | 1.23% | Add +11.1% | 5,122 | $3.2M |
| Barnes Pettey Financial Advisors, LLC | 2.12% | Reduce -0.5% | 5,120 | $3.2M |
| Mairs & Power Inc. | 0.03% | Add +10.4% | 5,120 | $3.2M |
| Edmond DE Rothschild Holding S.A. | 0.05% | Reduce -31.7% | 5,115 | $3.2M |
| FSM Wealth Advisors, LLC | 0.52% | Add +11.5% | 5,091 | $3.2M |
| Arbor Trust Wealth Advisors, LLC | 1.55% | Reduce -1.6% | 5,113 | $3.2M |
| Ceera Investments, LLC | 0.97% | Add +24.3% | 5,112 | $3.2M |
| Family Manage LLC | 0.48% | Add +14.8% | 5,111 | $3.2M |
| Biltmore Family Office, LLC | 0.54% | Reduce -1.4% | 5,107 | $3.2M |
| CWS Financial Advisors, LLC | 0.92% | Reduce -2.7% | 5,098 | $3.2M |
| Hughes Financial Services, LLC | 0.54% | Reduce -10.4% | 4,977 | $3.2M |
| Breed's Hill Capital LLC | 1.52% | Add +16.7% | 5,090 | $3.2M |
| McIlrath & Eck, LLC | 0.36% | Reduce -13.7% | 5,087 | $3.2M |
| North Berkeley Wealth Management, LLC | 2.89% | Add +11.3% | 5,074 | $3.2M |
| CVFG LLC | 2.50% | Add +3.5% | 5,073 | $3.1M |
| Discipline Wealth Solutions, LLC | 1.20% | Add +11.0% | 5,056 | $3.1M |
| Elevated Capital Advisors, LLC | 0.88% | No change | 5,581 | $3.1M |
| Private Capital Management, LLC | 0.32% | Reduce -6.3% | 5,019 | $3.1M |
| Forza Wealth Management, LLC | 1.28% | Add +82.2% | 5,019 | $3.1M |
| McAlister, Sweet & Associates, Inc. | 2.76% | Reduce -93.3% | 5,017 | $3.1M |
| Cidel Asset Management Inc. | 0.19% | Reduce -1.7% | 5,009 | $3.1M |
| Carrera Capital Advisors | 0.63% | Reduce -18.5% | 5,007 | $3.1M |
| Cowa, LLC | 1.18% | Add +1.8% | 5,006 | $3.1M |
| Summit Financial Wealth Advisors, LLC | 0.55% | Reduce -0.2% | 4,980 | $3.1M |
| Arcadia Wealth Management, Inc. | 2.10% | Add +29.6% | 4,968 | $3.1M |
| Arcadia Investment Management Corp. | 0.49% | No change | 4,966 | $3.1M |
| Investment Partners, LTD. | 1.16% | Reduce -5.3% | 4,950 | $3.1M |
| Kohmann Bosshard Financial Services, LLC | 0.34% | No change | 4,949 | $3.1M |
| Valley Wealth Managers, Inc. | 0.22% | Reduce -3.3% | 4,933 | $3.1M |
| Caldwell Sutter Capital, Inc. | 1.40% | Reduce -0.1% | 4,932 | $3.1M |
| Rothschild & Co Wealth Management UK Ltd | 0.05% | New | 4,929 | $3.1M |
| Warner Financial, Inc. | 1.26% | Reduce -0.2% | 4,921 | $3.1M |
| Clarity Capital Advisors, LLC | 1.77% | Add +0.3% | 4,897 | $3.0M |
| Topel & Distasi Wealth Management, LLC | 1.59% | No change | 4,891 | $3.0M |
| SRH Advisors, LLC | 0.92% | Add +4.3% | 4,879 | $3.0M |
| Painted Porch Advisors LLC | 1.24% | Reduce -0.7% | 4,870 | $3.0M |
| Melfa Wealth Management, Inc. | 1.91% | Reduce -0.2% | 4,869 | $3.0M |
| Kavar Capital Partners Group, LLC | 0.43% | Reduce -0.5% | 4,868 | $3.0M |
| Capital Advantage, Inc. | 0.48% | Reduce -13.2% | 4,865 | $3.0M |
| Fortis Capital Management LLC | 0.47% | Add +0.2% | 4,862 | $3.0M |
| Howard Wealth Management, LLC | 1.52% | Reduce -2.7% | 4,856 | $3.0M |
| PMG Wealth Management, Inc. | 2.48% | Add +22.6% | 4,839 | $3.0M |
| Monograph Wealth Advisors, LLC | 0.37% | No change | 4,837 | $3.0M |
| Austin Private Wealth, LLC | 0.24% | Reduce -0.0% | 4,833 | $3.0M |
| Segment Wealth Management, LLC | 0.19% | Reduce -0.3% | 4,822 | $3.0M |
| Hopwood Financial Services, Inc. | 2.34% | No change | 4,811 | $3.0M |
| Texas Yale Capital Corp. | 0.10% | Add +9.2% | 4,796 | $3.0M |
| Generation Capital Management LLC | 2.36% | Add +0.0% | 4,795 | $3.0M |
| Gratus Wealth Advisors, LLC | 0.45% | Reduce -0.7% | 4,789 | $3.0M |
| Cahill Financial Advisors Inc. | 0.37% | Reduce -1.4% | 4,786 | $3.0M |
| Beacon Financial Advisory LLC | 0.77% | Reduce -10.8% | 4,782 | $3.0M |
| Efficient Advisors, LLC | 0.18% | Reduce -6.0% | 4,782 | $3.0M |
| First Manhattan Co. Llc. | 0.01% | Add +1.4% | 4,776 | $3.0M |
| Birmingham Capital Management Co. Inc. | 1.31% | No change | 4,768 | $3.0M |
| Sterling Wealth Advisors Inc | 2.09% | Reduce -6.6% | 4,722 | $3.0M |
| Kagan Cocozza Asset Management | 2.26% | Reduce -0.4% | 4,751 | $2.9M |
| Spirepoint Private Client, LLC | 0.33% | Reduce -10.8% | 4,749 | $2.9M |
| Alerus Financial NA | 0.21% | Add +0.4% | 4,747 | $2.9M |
| Gilliland Jeter Wealth Management LLC | 0.96% | Reduce -1.5% | 4,731 | $2.9M |
| Darrow Company, Inc. | 1.48% | Reduce -0.6% | 4,721 | $2.9M |
| TRUE Private Wealth Advisors | 0.33% | Reduce -18.7% | 4,720 | $2.9M |
| Essential Partners LLC | 1.17% | — | 4,714 | $2.9M |
| Centaurus Financial, Inc. | 0.17% | Reduce -12.5% | 4,713 | $2.9M |
| REAP Financial Group, LLC | 0.68% | Add +7.8% | 4,686 | $2.9M |
| Manchester Capital Management LLC | 0.38% | Add +23.9% | 4,672 | $2.9M |
| Meyer Handelman Co. | 0.10% | No change | 4,670 | $2.9M |
| Riverwater Partners LLC | 1.36% | Add +17.9% | 4,667 | $2.9M |
| Sage Rhino Capital LLC | 0.61% | No change | 4,666 | $2.9M |
| Tolleson Wealth Management, Inc. | 0.49% | Reduce -5.4% | 4,656 | $2.9M |
| Courage Miller Partners, LLC | 0.92% | Add +3.1% | 4,653 | $2.9M |
| Ackerman Capital Advisors, LLC | 0.67% | No change | 4,650 | $2.9M |
| Mengis Capital Management, Inc. | 0.61% | Reduce -0.5% | 4,624 | $2.9M |
| Plancorp, LLC | 0.10% | Reduce -1.1% | 4,620 | $2.9M |
| Signature Resources Capital Management, LLC | 1.74% | Add +212.3% | 4,619 | $2.9M |
| Upper Left Wealth Management, LLC | 1.91% | Reduce -8.6% | 4,610 | $2.9M |
| Sachetta, LLC | 1.13% | Add +34.6% | 4,605 | $2.9M |
| Walled Lake Planning & Wealth Management, LLC | 0.93% | Reduce -17.0% | 4,588 | $2.8M |
| MBM Wealth Consultants, LLC | 0.76% | Add +0.2% | 4,584 | $2.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.61% | Add +113.7% | 4,581 | $2.8M |
| Regimen Wealth, LLC | 0.88% | Reduce -58.8% | 4,565 | $2.8M |
| Magnolia Private Wealth, LLC | 2.19% | Reduce -5.6% | 4,560 | $2.8M |
| Kathleen S. Wright Associates Inc. | 1.10% | Add +0.1% | 4,558 | $2.8M |
| NYL Investors LLC | 0.82% | Reduce -20.4% | 4,554 | $2.8M |
| Ewa, LLC | 0.89% | Reduce -47.3% | 4,544 | $2.8M |
| Mayfair Advisory Group, LLC | 1.33% | Add +10.3% | 4,405 | $2.8M |
| Apeiron RIA LLC | 0.72% | Add +23.1% | 4,533 | $2.8M |
| Mainstream Capital Management LLC | 2.04% | Reduce -6.0% | 4,522 | $2.8M |
| Maripau Wealth Management LLC | 1.41% | Reduce -38.0% | 4,522 | $2.8M |
| Old North State Trust, LLC | 1.92% | Add +12.6% | 4,519 | $2.8M |
| Knightsbridge Asset Management, LLC | 0.63% | Add +5.6% | 4,515 | $2.8M |
| TD Asset Management Inc | 0.00% | Add +6.2% | 4,513 | $2.8M |
| Park Capital Management, LLC / WI | 2.59% | Reduce -14.5% | 4,502 | $2.8M |
| Alteri Wealth LLC | 1.08% | Add +0.4% | 4,494 | $2.8M |
| One Wealth Management Investment & Advisory Services, LLC | 3.59% | Reduce -4.3% | 4,491 | $2.8M |
| Lincoln Capital LLC | 0.54% | Add +0.2% | 4,486 | $2.8M |
| GHP Investment Advisors, Inc. | 0.12% | Reduce -3.3% | 4,483 | $2.8M |
| Rik Saylor Financial, Inc. | 2.14% | Reduce -0.1% | 4,481 | $2.8M |
| Tudor Financial Inc. | 1.58% | Add +2.9% | 4,479 | $2.8M |
| Pineridge Advisors LLC | 1.01% | Add +1.2% | 4,470 | $2.8M |
| Clark Asset Management, LLC | 0.38% | Add +2.3% | 4,465 | $2.8M |
| Tobias Financial Advisors, Inc. | 0.47% | Add +351.8% | 4,459 | $2.8M |
| Foster Dykema Cabot & Partners, LLC | 0.19% | No change | 4,457 | $2.8M |
| Wallace Advisory Group, LLC | 2.01% | Reduce -4.3% | 4,921 | $2.8M |
| Gallacher Capital Management LLC | 1.28% | Reduce -3.6% | 4,449 | $2.8M |
| Procyon Advisors, LLC | 0.26% | Reduce -16.6% | 4,448 | $2.8M |
| Firestone Capital Management | 0.65% | Add +1.4% | 4,446 | $2.8M |
| United Capital Management of KS, Inc. | 0.43% | Reduce -3.7% | 4,429 | $2.7M |
| Clearwater Capital Advisors, LLC | 0.25% | Add +14.1% | 4,427 | $2.7M |
| Laurel Wealth Advisors LLC | 0.41% | Add +1.9% | 4,427 | $2.7M |
| Forefront Analytics, LLC | 3.06% | Reduce -3.5% | 4,419 | $2.7M |
| Beck Mack & Oliver LLC | 0.05% | No change | 4,407 | $2.7M |
| Polymer Capital Management (HK) LTD | 0.43% | No change | 4,400 | $2.7M |
| Stage Harbor Financial, LLC | 2.22% | Reduce -32.8% | 4,399 | $2.7M |
| HBW Advisory Services LLC | 0.34% | Add +27.3% | 4,398 | $2.7M |
| Goodwin Investment Advisory | 3.15% | Reduce -1.0% | 4,391 | $2.7M |
| Empirical Asset Management, LLC | 0.84% | Reduce -1.8% | 4,391 | $2.7M |
| Sculati Wealth Management, LLC | 1.02% | New | 4,390 | $2.7M |
| HRT Financial LP | 0.01% | New | 4,375 | $2.7M |
| Flavin Financial Services, Inc. | 2.63% | Add +1.2% | 4,371 | $2.7M |
| Obermeyer Wealth Partners | 0.13% | Add +11.8% | 4,346 | $2.7M |
| Panoramic Investment Advisors, LLC | 1.65% | Add +0.9% | 4,334 | $2.7M |
| Advisor OS, LLC | 0.26% | Add +20.3% | 4,327 | $2.7M |
| CapWealth Advisors, LLC | 0.26% | Reduce -0.1% | 4,308 | $2.7M |
| Counterweight Ventures, LLC | 1.74% | Add +9.3% | 4,283 | $2.7M |
| Archford Capital Strategies, LLC | 0.34% | Reduce -9.0% | 4,277 | $2.7M |
| Silvia McColl Wealth Management, LLC | 1.93% | No change | 4,275 | $2.7M |
| Wealth Effects LLC | 0.99% | Reduce -4.5% | 4,256 | $2.6M |
| Creative Financial Designs Inc. | 0.19% | Reduce -0.3% | 4,217 | $2.6M |
| SP Asset Management LLC | 0.21% | Add +0.7% | 4,196 | $2.6M |
| Van Strum & Towne Inc. | 0.82% | Reduce -0.6% | 4,196 | $2.6M |
| FF Advisors,LLC | 1.35% | No change | 4,192 | $2.6M |
| Magnolia Capital Advisors LLC | 0.65% | Reduce -1.2% | 4,188 | $2.6M |
| Allie Family Office LLC | 1.28% | Add +8.9% | 4,104 | $2.6M |
| Mezzasalma Advisors, LLC | 0.78% | Add +0.5% | 4,163 | $2.6M |
| Hobart Private Capital, LLC | 0.58% | Reduce -5.8% | 4,146 | $2.6M |
| Wealthcare Capital Management LLC | 0.27% | Add +0.3% | 4,141 | $2.6M |
| Hutchens & Kramer Investment Management Group, LLC | 1.18% | Reduce -3.0% | 4,137 | $2.6M |
| NTV Asset Management LLC | 0.31% | Add +3.5% | 4,130 | $2.6M |
| Falcon Wealth Planning | 0.26% | Reduce -4.8% | 4,126 | $2.6M |
| Cobblestone Capital Advisors LLC | 0.13% | Reduce -4.0% | 4,109 | $2.6M |
| Ironsides Asset Advisors, LLC | 0.74% | No change | 4,100 | $2.5M |
| Patten & Patten Inc. | 0.16% | Add +0.0% | 4,097 | $2.5M |
| Cohen Capital Management, Inc. | 0.41% | Add +3.6% | 4,091 | $2.5M |
| Warren Street Wealth Advisors, LLC | 0.84% | Add +14.3% | 4,080 | $2.5M |
| Resurgent Financial Advisors LLC | 1.40% | Reduce -19.8% | 4,080 | $2.5M |
| Jentner Corp | 0.68% | No change | 4,079 | $2.5M |
| Northwest Capital Management Inc | 1.37% | Reduce -14.1% | 4,070 | $2.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -75.4% | 4,065 | $2.5M |
| PCG Wealth Advisors, LLC | 1.29% | Add +9.7% | 4,063 | $2.5M |
| Opus Capital Group, LLC | 0.30% | Reduce -2.1% | 4,061 | $2.5M |
| Strategic Financial Concepts, LLC | 0.35% | Reduce -68.0% | 4,058 | $2.5M |
| Garden State Investment Advisory Services LLC | 0.68% | Add +5.0% | 4,045 | $2.5M |
| Trust Co of Tennessee | 0.58% | Reduce -0.5% | 4,029 | $2.5M |
| AlphaStar Capital Management, LLC | 0.18% | New | 4,025 | $2.5M |
| CGN Advisors LLC | 0.22% | Reduce -0.5% | 4,021 | $2.5M |
| Operose Advisors LLC | 0.70% | Add +0.3% | 4,004 | $2.5M |
| Pennington Partners & Co., LLC | 1.33% | Add +6.2% | 3,994 | $2.5M |
| SOA Wealth Advisors, LLC. | 0.45% | Reduce -5.8% | 3,985 | $2.5M |
| Clarius Group, LLC | 0.14% | Add +73.8% | 3,984 | $2.5M |
| First Financial Bankshares Inc | 0.06% | Reduce -38.5% | 3,969 | $2.5M |
| Francis Financial, Inc. | 0.57% | Reduce -3.4% | 3,945 | $2.4M |
| Cerro Pacific Wealth Advisors LLC | 0.68% | Add +8.1% | 3,939 | $2.4M |
| Builder Investment Group Inc. | 0.60% | Add +11.7% | 3,934 | $2.4M |
| Cadence Bank | 0.16% | Add +2.6% | 3,919 | $2.4M |
| Inspire Advisors, LLC | 0.25% | Add +1.5% | 3,896 | $2.4M |
| Allegheny Financial Group | 0.54% | Add +33.4% | 3,895 | $2.4M |
| Key Financial Inc | 0.49% | No change | 3,885 | $2.4M |
| W.H. Cornerstone Investments Inc. | 1.53% | Add +0.3% | 3,885 | $2.4M |
| Resources Management Corp. /CT/ | 0.33% | Reduce -5.7% | 3,873 | $2.4M |
| Oxinas Partners, LLC | 1.23% | Reduce -11.2% | 3,869 | $2.4M |
| Impact Capital Partners LLC | 0.79% | Add +0.9% | 3,867 | $2.4M |
| Financial Consulate, Inc. | 0.47% | Reduce -3.4% | 3,867 | $2.4M |
| Continental Investors Services, Inc. | 4.31% | Add +0.5% | 3,862 | $2.4M |
| Seven Post Investment Office LP | 0.90% | No change | 3,860 | $2.4M |
| Aspire Capital Advisors LLC | 0.66% | Reduce -1.1% | 3,859 | $2.4M |
| Baker Tilly Wealth Management, LLC | 0.86% | Reduce -1.1% | 3,858 | $2.4M |
| ARS Investment Partners, LLC | 0.17% | No change | 3,848 | $2.4M |
| Truvestments Capital LLC | 0.48% | Reduce -9.4% | 3,848 | $2.4M |
| Kintra Wealth, LLC | 1.44% | Add +484.0% | 3,843 | $2.4M |
| Centennial Bank | 1.00% | Reduce -14.3% | 3,836 | $2.4M |
| Envision Financial LLC | 1.59% | Add +0.0% | 3,833 | $2.4M |
| Sonora Investment Management Group, LLC | 0.18% | Reduce -15.2% | 3,820 | $2.4M |
| Client 1ST Advisory Group, LLC | 0.86% | Add +1.6% | 3,818 | $2.4M |
| Curbstone Financial Management Corp | 0.49% | Reduce -14.6% | 3,812 | $2.4M |
| Roman Butler Fullerton & Co. | 0.70% | Add +0.2% | 3,693 | $2.4M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -1.7% | 3,792 | $2.4M |
| StoneCrest Wealth Management, Inc. | 1.12% | Reduce -4.5% | 3,773 | $2.3M |
| Tompkins Financial Corp. | 0.21% | Add +13.4% | 3,767 | $2.3M |
| Glass Jacobson Investment Advisors llc | 0.90% | Reduce -19.0% | 3,759 | $2.3M |
| Peak Financial Management, Inc. | 0.66% | Reduce -0.4% | 3,753 | $2.3M |
| 1ST Source Bank | 0.13% | Add +19.2% | 3,722 | $2.3M |
| Denver PWM, LLC | 0.72% | Reduce -1.7% | 3,719 | $2.3M |
| Talon Private Wealth, LLC | 0.32% | Add +3.2% | 3,715 | $2.3M |
| Weik Capital Management | 0.91% | Add +0.5% | 3,715 | $2.3M |
| Davis R M Inc. | 0.04% | Reduce -27.6% | 3,715 | $2.3M |
| Moneco Advisors, LLC | 0.21% | Add +3.9% | 3,713 | $2.3M |
| Versant Capital Management, Inc | 0.35% | No change | 3,706 | $2.3M |
| Weatherly Asset Management L. P. | 0.20% | Reduce -0.9% | 3,704 | $2.3M |
| LGT Financial Advisors LLC | 5.83% | Reduce -15.2% | 3,698 | $2.3M |
| Sunflower Bank, N.A. | 0.58% | Reduce -2.5% | 3,699 | $2.3M |
| Moneywise, Inc. | 1.08% | Add +10.4% | 3,695 | $2.3M |
| Absolute Capital Management, LLC | 1.15% | Reduce -44.1% | 3,688 | $2.3M |
| Rossby Financial, LCC | 0.86% | Reduce -2.5% | 3,685 | $2.3M |
| Naviter Wealth, LLC | 0.28% | Reduce -9.9% | 3,675 | $2.3M |
| First PREMIER Bank | 0.55% | Reduce -0.5% | 3,668 | $2.3M |
| Wedgewood Investors Inc. | 2.60% | Reduce -0.1% | 3,641 | $2.3M |
| Briaud Financial Planning Inc | 0.89% | Add +11.0% | 3,629 | $2.3M |
| L.K. Benson & Company, P.C. | 1.38% | Add +39.8% | 3,628 | $2.3M |
| Schrum Private Wealth Management LLC | 1.81% | Reduce -1.6% | 3,626 | $2.3M |
| Aspen Capital Management, LLC | 0.63% | No change | 3,625 | $2.3M |
| Disciplined Investments, LLC | 0.95% | Reduce -6.3% | 3,618 | $2.2M |
| J2 Capital Management Inc | 1.79% | Add +1.9% | 3,612 | $2.2M |
| Essex LLC | 0.44% | Reduce -4.4% | 3,606 | $2.2M |
| Waypoint Wealth Partners Inc. | 0.54% | New | 3,600 | $2.2M |
| Trinity Wealth Management, LLC | 0.89% | Add +107.4% | 3,599 | $2.2M |
| HHM Wealth Advisors, LLC | 0.27% | Reduce -13.1% | 3,597 | $2.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.25% | No change | 3,971 | $2.2M |
| Beck Capital Management, LLC | 0.55% | Add +4.0% | 3,573 | $2.2M |
| J Hagan Capital, Inc. | 1.50% | Add +169.8% | 3,510 | $2.2M |
| Fiduciary Advisors, Inc. | 1.95% | Add +1.2% | 3,566 | $2.2M |
| Heritage Financial Services, LLC | 0.21% | Add +9.1% | 3,562 | $2.2M |
| Alpha Cubed Investments, LLC | 0.08% | Reduce -5.0% | 3,553 | $2.2M |
| Strategic Equity Management | 0.81% | Reduce -22.4% | 3,552 | $2.2M |
| Intrust Bank NA | 0.19% | Reduce -2.4% | 3,528 | $2.2M |
| Sentinel Pension Advisors, LLC | 0.37% | Add +1.6% | 3,525 | $2.2M |
| Indiana Trust & Investment Management Co | 0.72% | Add +1.9% | 3,524 | $2.2M |
| SeaCrest Wealth Management, LLC | 0.24% | Reduce -3.0% | 3,519 | $2.2M |
| Collective Family Office LLC | 0.56% | Reduce -5.8% | 3,509 | $2.2M |
| Virtue Capital Management, LLC | 0.40% | Reduce -66.8% | 3,498 | $2.2M |
| Brooklyn Investment Group | 0.29% | Add +306.7% | 3,498 | $2.2M |
| HORAN Wealth, LLC | 0.66% | — | 3,495 | $2.2M |
| North Star Asset Management Inc. | 0.09% | No change | 3,492 | $2.2M |
| Riversedge Advisors, LLC | 0.42% | Add +9.1% | 3,485 | $2.2M |
| Richmond Investment Services, LLC | 0.46% | Add +387.8% | 3,483 | $2.2M |
| Maple Capital Management, Inc. | 0.15% | Reduce -6.1% | 3,483 | $2.2M |
| Live Oak Private Wealth LLC | 0.32% | Add +9.4% | 3,480 | $2.2M |
| Fullcircle Wealth LLC | 0.80% | Reduce -42.1% | 3,399 | $2.2M |
| McGlone Suttner Wealth Management, Inc. | 0.32% | Add +1.1% | 3,454 | $2.1M |
| Castle Wealth Management LLC | 0.78% | Reduce -26.6% | 3,451 | $2.1M |
| Grandfield & Dodd, LLC | 0.13% | Reduce -1.1% | 3,449 | $2.1M |
| Howland Capital Management LLC | 0.09% | No change | 3,436 | $2.1M |
| DBK Financial Counsel, LLC | 1.93% | No change | 3,431 | $2.1M |
| Farmers Trust Co. | 0.40% | Reduce -1.1% | 3,425 | $2.1M |
| Valley National Advisers Inc. | 0.35% | Add +4.4% | 3,426 | $2.1M |
| tru Independence LLC | 0.61% | Reduce -1.9% | 3,424 | $2.1M |
| Bank Ozk | 0.81% | Reduce -2.5% | 3,417 | $2.1M |
| Werba Rubin Papier Wealth Management | 0.40% | Reduce -1.4% | 3,415 | $2.1M |
| Granite FO LLC | 1.20% | No change | 3,413 | $2.1M |
| Relyea Zuckerberg Hanson LLC | 0.25% | Add +85.5% | 3,405 | $2.1M |
| Goldstein Advisors, LLC | 0.28% | Add +6.3% | 3,402 | $2.1M |
| Angeles Wealth Management, LLC | 0.14% | Reduce -11.3% | 3,399 | $2.1M |
| Old Second National Bank of Aurora | 0.46% | Reduce -0.9% | 3,374 | $2.1M |
| F/m Investments LLC | 0.08% | Add +36.4% | 3,645 | $2.1M |
| James Investment Research, Inc. | 0.25% | Add +3.1% | 3,360 | $2.1M |
| Pacifica Partners Inc. | 0.85% | Reduce -4.8% | 3,374 | $2.1M |
| Bragg Financial Advisors, Inc | 0.07% | Reduce -2.3% | 3,352 | $2.1M |
| Running Point Capital Advisors, LLC | 0.57% | Add +82.6% | 3,349 | $2.1M |
| LCNB Corp. | 0.73% | Add +30.7% | 3,344 | $2.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Add +10.1% | 3,342 | $2.1M |
| Rockbridge Investment Management, LCC | 0.22% | Reduce -2.1% | 3,339 | $2.1M |
| Financial Symmetry Inc | 1.07% | Reduce -1.3% | 3,329 | $2.1M |
| Tradition Wealth Management, LLC | 0.16% | Reduce -2.8% | 3,326 | $2.1M |
| Lazari Capital Management, Inc. | 0.78% | Reduce -8.6% | 3,323 | $2.1M |
| Whipplewood Advisors, LLC | 1.13% | Add +6679.6% | 3,322 | $2.1M |
| Griffin Asset Management, Inc. | 0.24% | Reduce -2.9% | 3,322 | $2.1M |
| Community Trust & Investment Co. | 0.12% | Add +11.0% | 3,322 | $2.1M |
| Raleigh Capital Management Inc. | 0.86% | Reduce -51.4% | 3,317 | $2.1M |
| Barnes Dennig Private Wealth Management LLC | 2.46% | Add +158.5% | 3,314 | $2.1M |
| Signature Wealth Management Partners, LLC | 1.17% | Add +9.7% | 3,310 | $2.1M |
| Burling Wealth Partners, LLC | 0.38% | Add +40.6% | 3,300 | $2.0M |
| 21 West Wealth Management LLC | 2.06% | — | 3,294 | $2.0M |
| YANKCOM Partnership | 1.00% | No change | 3,294 | $2.0M |
| Values Added Financial LLC | 0.99% | Add +2.1% | 3,289 | $2.0M |
| First Merchants Corp. | 0.08% | Add +7.1% | 3,288 | $2.0M |
| My Personal CFO, LLC | 0.92% | Reduce -0.1% | 3,275 | $2.0M |
| Trust Co. of Toledo NA | 0.22% | Reduce -0.6% | 3,275 | $2.0M |
| Randolph Co Inc | 0.21% | Add +36.2% | 3,275 | $2.0M |
| Searle & Co. | 0.58% | Add +2.5% | 3,274 | $2.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -12.7% | 3,270 | $2.0M |
| FSC Wealth Advisors, LLC | 1.28% | Add +5.9% | 3,268 | $2.0M |
| Archer Investment Corp | 0.48% | Add +2.3% | 3,266 | $2.0M |
| Greenwich Wealth Management LLC | 0.10% | Add +2.9% | 3,259 | $2.0M |
| Brandywine Trust Co. | 0.31% | Add +66.2% | 3,255 | $2.0M |
| Scott Capital Advisors, LLC | 0.55% | Add +2.2% | 3,221 | $2.0M |
| Clarity Wealth Advisors, LLC | 0.50% | Add +1.5% | 3,253 | $2.0M |
| Matrix Asset Advisors Inc. | 0.20% | Add +3.0% | 3,237 | $2.0M |
| Iowa State Bank | 0.40% | Reduce -0.1% | 3,232 | $2.0M |
| Aviance Capital Partners, LLC | 0.26% | Add +0.3% | 3,227 | $2.0M |
| Cullen/Frost Bankers, Inc. | 0.03% | Reduce -4.3% | 3,225 | $2.0M |
| Realta Investment Advisors | 0.79% | Reduce -8.4% | 3,222 | $2.0M |
| Zullo Investment Group, Inc. | 0.81% | Reduce -0.2% | 3,221 | $2.0M |
| Strategic Investment Solutions, Inc. | 0.60% | Reduce -13.2% | 3,221 | $2.0M |
| Cannon Financial Strategists, Inc. | 0.32% | No change | 3,217 | $2.0M |
| Fortress Financial Group, LLC | 1.69% | Add +3.3% | 3,207 | $2.0M |
| Tableaux LLC | 1.14% | Reduce -4.3% | 3,198 | $2.0M |
| F&V Capital Management, LLC | 0.51% | Reduce -9.5% | 3,194 | $2.0M |
| United Advisor Group, LLC | 0.34% | Reduce -17.1% | 3,174 | $2.0M |
| FreeGulliver LLC | 0.91% | Add +11.5% | 3,170 | $2.0M |
| Theory Financial LLC | 0.74% | Add +2.0% | 3,080 | $2.0M |
| PSI Advisors, LLC | 0.97% | Reduce -4.4% | 3,149 | $2.0M |
| Lazard Freres Gestion S.A.S. | 0.05% | No change | 3,150 | $2.0M |
| Rodgers & Associates, LTD | 0.21% | Add +20.8% | 3,130 | $1.9M |
| Forbes J M & Co. LLP | 0.18% | No change | 3,125 | $1.9M |
| Narus Financial Partners, LLC | 0.61% | Reduce -0.2% | 3,125 | $1.9M |
| Capital Advisors Inc. | 0.03% | Reduce -9.3% | 3,123 | $1.9M |
| Huntleigh Advisors, Inc. | 0.37% | Reduce -0.8% | 3,119 | $1.9M |
| Beacon Capital Management, LLC | 0.26% | Reduce -8.1% | 3,116 | $1.9M |
| SlateStone Wealth, LLC | 0.18% | Reduce -4.0% | 3,114 | $1.9M |
| Burton Enright Welch | 0.34% | Add +129.5% | 3,114 | $1.9M |
| Triad Wealth Partners, LLC | 0.39% | Add +2.7% | 3,091 | $1.9M |
| Raffa Wealth Management, LLC | 0.38% | Reduce -4.3% | 3,089 | $1.9M |
| Johnson & White Wealth Management, LLC | 0.97% | Add +0.7% | 3,085 | $1.9M |
| Fingerlakes Wealth Management, Inc. | 1.43% | Add +0.1% | 3,085 | $1.9M |
| Kornitzer Capital Management Inc. | 0.04% | No change | 3,084 | $1.9M |
| MJP Associates Inc. | 0.28% | Add +18.6% | 3,080 | $1.9M |
| SFE Investment Counsel | 0.34% | Reduce -56.1% | 3,079 | $1.9M |
| Ehrlich Financial Group | 1.24% | Reduce -5.4% | 3,078 | $1.9M |
| JFG Wealth Management, LLC | 0.40% | Reduce -0.0% | 3,076 | $1.9M |
| Headinvest, LLC | 0.41% | Reduce -15.0% | 3,074 | $1.9M |
| Patron Partners, LLC | 0.94% | Add +32.9% | 3,073 | $1.9M |
| Keb Asset Management, LLC | 0.47% | No change | 3,062 | $1.9M |
| Willow Creek Wealth Management Inc. | 0.17% | Reduce -1.4% | 3,050 | $1.9M |
| Arbor Wealth Advisors LLC | 1.54% | Add +0.3% | 3,049 | $1.9M |
| Summit Global Investments | 0.11% | Add +160.2% | 3,047 | $1.9M |
| STAR Financial Bank | 1.20% | Add +4.1% | 3,041 | $1.9M |
| ZEGA Investments, LLC | 0.47% | Add +1.2% | 3,024 | $1.9M |
| Smith Salley Wealth Management | 0.11% | Add +32.9% | 3,016 | $1.9M |
| Arq Wealth Advisors, LLC | 0.64% | No change | 3,331 | $1.9M |
| CNB Bank | 0.89% | No change | 3,013 | $1.9M |
| Evolution Wealth Management Inc. | 2.30% | — | 3,010 | $1.9M |
| Bolthouse Investments, LLC | 1.84% | Add +0.2% | 2,999 | $1.9M |
| Formidable Asset Management, LLC | 0.31% | No change | 3,313 | $1.9M |
| Almanack Investment Partners, LLC. | 0.30% | Add +54.7% | 2,997 | $1.9M |
| Gibbs Wealth Management | 0.36% | Add +21.5% | 2,997 | $1.9M |
| Vigilare Wealth Management | 0.69% | Reduce -49.6% | 2,983 | $1.9M |
| MKT Advisors LLC | 0.73% | No change | 2,960 | $1.8M |
| Capital Square, LLC | 0.98% | Add +11.8% | 2,931 | $1.8M |
| Corundum Trust Company, INC | 4.85% | No change | 2,957 | $1.8M |
| TCV Trust & Wealth Management, Inc. | 0.16% | Reduce -0.6% | 2,957 | $1.8M |
| GEM Asset Management, LLC | 0.94% | No change | 2,943 | $1.8M |
| Johnson Financial Group, LLC | 0.17% | No change | 2,956 | $1.8M |
| Advance Capital Management, Inc. | 0.08% | Add +0.5% | 2,954 | $1.8M |
| Riverbridge Partners LLC | 0.03% | Reduce -54.4% | 2,951 | $1.8M |
| Bath Savings Trust Co | 0.18% | Reduce -2.4% | 2,939 | $1.8M |
| Parthenon LLC | 0.21% | No change | 2,937 | $1.8M |
| MMBG Investment Advisors Co. | 0.18% | No change | 2,924 | $1.8M |
| Philadelphia Trust Co. | 0.14% | Reduce -0.5% | 2,923 | $1.8M |
| Ridgeline Wealth Planning, LLC | 1.49% | Add +49.4% | 2,916 | $1.8M |
| Sterling Investment Counsel, LLC | 1.06% | Reduce -75.4% | 2,914 | $1.8M |
| Atlantic Private Wealth, LLC | 1.21% | Reduce -3.7% | 2,900 | $1.8M |
| Monetary Management Group Inc. | 0.44% | No change | 2,900 | $1.8M |
| Osborne Partners Capital Management, LLC | 0.10% | Reduce -0.3% | 2,897 | $1.8M |
| Benin Management CORP | 0.47% | No change | 2,890 | $1.8M |
| Toronto Dominion Bank | 0.00% | Add +2.5% | 2,883 | $1.8M |
| Sebold Capital Management, Inc. | 1.10% | Add +0.4% | 2,883 | $1.8M |
| NCM Capital Management, LLC | 0.73% | Add +21.1% | 2,861 | $1.8M |
| KG Capital Management | 0.53% | Reduce -2.6% | 2,881 | $1.8M |
| Florida Financial Advisors, LLC | 0.43% | Add +115.5% | 2,864 | $1.8M |
| Advisory Alpha, LLC | 0.06% | Reduce -6.2% | 2,844 | $1.8M |
| Tradewinds, LLC. | 1.34% | Add +9.1% | 2,842 | $1.8M |
| Merkkuri Wealth Advisors LLC | 1.34% | Reduce -51.5% | 2,842 | $1.8M |
| Accurate Wealth Management, LLC | 0.27% | Reduce -1.9% | 2,801 | $1.8M |
| Berger Financial Group, Inc | 0.11% | Reduce -0.1% | 2,835 | $1.8M |
| OneAscent Financial Services LLC | 0.13% | Reduce -5.9% | 2,835 | $1.8M |
| Performance Wealth Partners, LLC | 0.06% | Add +170.2% | 2,834 | $1.8M |
| Aspire Private Capital, LLC | 0.41% | Reduce -42.7% | 2,833 | $1.8M |
| Brandywine Oak Private Wealth LLC | 0.16% | Add +0.3% | 2,830 | $1.8M |
| Capital Advisors, Ltd. LLC | 0.22% | Add +24.5% | 2,826 | $1.8M |
| Aerodigm Wealth, LLC | 0.84% | Reduce -19.1% | 2,824 | $1.8M |
| Voisard Asset Management Group, Inc. | 0.45% | Reduce -7.4% | 2,812 | $1.7M |
| Brown Miller Wealth Management, LLC | 0.54% | Reduce -17.2% | 2,809 | $1.7M |
| Cape Investment Advisory, Inc. | 0.64% | Add +35.9% | 2,807 | $1.7M |
| Rebalance, LLC | 0.12% | Add +0.3% | 2,802 | $1.7M |
| Roble, Belko & Company, Inc | 0.25% | No change | 2,793 | $1.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.16% | Reduce -1.8% | 2,788 | $1.7M |
| First Community Trust NA | 1.41% | No change | 2,785 | $1.7M |
| McRae Capital Management Inc. | 0.35% | Reduce -12.6% | 2,784 | $1.7M |
| Moss Adams Wealth Advisors LLC | 0.16% | Reduce -11.6% | 2,781 | $1.7M |
| Financial Advisors, LLC | 0.32% | Reduce -1.0% | 2,771 | $1.7M |
| Enterprise Bank & Trust Co | 0.64% | Reduce -62.5% | 2,765 | $1.7M |
| Donaldson Capital Management, LLC | 0.06% | Reduce -2.0% | 2,765 | $1.7M |
| St Germain D J Co. Inc. | 0.07% | Reduce -22.1% | 2,762 | $1.7M |
| Austin Asset Management Co Inc | 0.35% | Reduce -0.5% | 2,759 | $1.7M |
| Epiq Partners, LLC | 0.91% | Add +3.7% | 2,759 | $1.7M |
| Bordeaux Wealth Advisors LLC | 0.22% | Reduce -7.1% | 2,740 | $1.7M |
| Navis Wealth Advisors, LLC | 1.43% | Add +207.1% | 2,739 | $1.7M |
| LM Advisors LLC | 0.22% | Reduce -1.1% | 2,736 | $1.7M |
| Founders Grove Wealth Partners, LLC | 0.43% | Reduce -1.5% | 2,734 | $1.7M |
| Islay Capital Management, LLC | 1.10% | Reduce -22.9% | 2,732 | $1.7M |
| 17 Capital Partners, LLC | 0.97% | Add +0.6% | 2,719 | $1.7M |
| Kings Path Partners LLC | 0.68% | Add +0.3% | 2,716 | $1.7M |
| Faithward Advisors, LLC | 0.26% | Reduce -0.2% | 2,716 | $1.7M |
| Juncture Wealth Strategies, LLC | 0.60% | Reduce -0.1% | 2,713 | $1.7M |
| Altiora Financial Group, LLC | 0.33% | Add +5.5% | 2,708 | $1.7M |
| Hummer Financial Advisory Services Inc | 1.26% | Add +27.6% | 2,704 | $1.7M |
| Lakewood Asset Management LLC | 1.12% | Add +4.7% | 2,697 | $1.7M |
| Exchange Capital Management, Inc. | 0.25% | Reduce -10.0% | 2,693 | $1.7M |
| Summit Wealth Group, LLC | 0.43% | Add +98.6% | 2,683 | $1.7M |
| Sandhill Capital Partners LLC | 0.12% | Reduce -5.6% | 2,683 | $1.7M |
| EWG Elevate Inc. | 0.51% | Reduce -58.9% | 2,677 | $1.7M |
| Second Line Capital, LLC | 0.39% | Reduce -9.1% | 2,675 | $1.7M |
| Fortitude Advisory Group L.L.C. | 0.95% | Add +8.8% | 2,673 | $1.7M |
| Morton Capital Management LLC | 0.29% | Reduce -2.5% | 2,659 | $1.7M |
| Fonville Wealth Management LLC | 0.42% | No change | 2,658 | $1.7M |
| Beese Fulmer Investment Management, Inc. | 0.12% | Add +21.4% | 2,657 | $1.6M |
| LexAurum Advisors, LLC | 0.26% | Reduce -12.0% | 2,652 | $1.6M |
| Factor Wealth Management LTD | 0.45% | Add +24.1% | 2,638 | $1.6M |
| Intelligence Driven Advisers, LLC | 0.25% | Reduce -0.4% | 2,635 | $1.6M |
| Christensen, King & Associates Investment Services, Inc. | 0.75% | Add +3.7% | 2,633 | $1.6M |
| Excalibur Management Corp. | 0.61% | No change | 2,621 | $1.6M |
| Arbor Investment Advisors, LLC | 0.21% | No change | 2,616 | $1.6M |
| Family Wealth Partners, LLC | 0.65% | No change | 2,616 | $1.6M |
| Samalin Investment Counsel, LLC | 0.63% | Add +7.8% | 2,613 | $1.6M |
| Institute for Wealth Management, LLC. | 0.18% | Reduce -26.0% | 2,610 | $1.6M |
| Capital Investment Counsel, LLC | 0.25% | Reduce -4.5% | 2,605 | $1.6M |
| Israel Discount Bank of New York | 6.14% | Reduce -15.8% | 2,605 | $1.6M |
| Sierra Ocean, LLC | 1.16% | Reduce -3.1% | 2,595 | $1.6M |
| Watts Gwilliam & Co., LLC | 0.26% | Reduce -17.0% | 2,426 | $1.6M |
| Kelman-Lazarov, Inc. | 0.26% | Reduce -4.9% | 2,585 | $1.6M |
| Lockerman Financial Group, Inc. | 2.16% | Reduce -16.8% | 2,578 | $1.6M |
| Outbound Financial Inc | 1.46% | — | 2,575 | $1.6M |
| Toth Financial Advisory Corp. | 0.19% | Add +6.8% | 2,574 | $1.6M |
| Cura Wealth Advisors, LLC | 0.74% | Add +10.2% | 2,568 | $1.6M |
| Calton & Associates, Inc. | 0.28% | Add +36.3% | 2,566 | $1.6M |
| DDD Partners, LLC | 0.17% | Reduce -0.6% | 2,565 | $1.6M |
| Everett Harris & Co. | 0.02% | Reduce -0.7% | 2,562 | $1.6M |
| Quent Capital, LLC | 0.15% | Reduce -9.4% | 2,559 | $1.6M |
| Trinity Financial Advisors LLC | 0.49% | Add +91.0% | 2,553 | $1.6M |
| MBA Advisors LLC | 0.73% | Reduce -8.1% | 2,550 | $1.6M |
| Round Rock Advisors LLC | 0.27% | Reduce -4.2% | 2,551 | $1.6M |
| Bay Capital Advisors, LLC | 1.21% | Reduce -2.5% | 2,549 | $1.6M |
| Howard Bailey Securities, LLC | 0.49% | Reduce -2.1% | 2,545 | $1.6M |
| Impact Partnership Wealth, LLC | 0.29% | Add +4.0% | 2,543 | $1.6M |
| Redwood Investment Management, LLC | 0.17% | Add +26.7% | 2,541 | $1.6M |
| Inspirion Wealth Advisors, LLC | 0.21% | Reduce -4.4% | 2,525 | $1.6M |
| Bogart Wealth, LLC | 0.07% | Add +4.8% | 2,524 | $1.6M |
| Mayport, LLC | 0.38% | Add +0.0% | 2,522 | $1.6M |
| Oregon Pacific Wealth Management, LLC | 1.48% | Add +12.5% | 2,518 | $1.6M |
| Sterling Wealth Management, Inc. | 0.53% | — | 2,518 | $1.6M |
| Banque Cantonale Vaudoise | 0.06% | Reduce -22.8% | 2,518 | $1.6M |
| Wealth Advisory Solutions, LLC | 0.40% | Reduce -4.7% | 2,514 | $1.6M |
| First National Bank & Trust Co. of Newtown | 0.31% | Reduce -3.3% | 2,513 | $1.6M |
| LTG Capital LLC | 1.33% | Reduce -20.9% | 2,505 | $1.6M |
| Axiom Investors LLC | 0.01% | Reduce -3.9% | 2,500 | $1.6M |
| VestGen Investment Management | 1.11% | Reduce -43.8% | 2,491 | $1.5M |
| Spartan Planning & Wealth Management | 1.32% | Add +33.5% | 2,487 | $1.5M |
| Code Waechter LLC | 1.10% | Reduce -21.0% | 2,484 | $1.5M |
| Frisch Financial Group, Inc. | 0.38% | Add +67.0% | 2,481 | $1.5M |
| Boston Trust Walden Corp | 0.01% | Reduce -4.8% | 2,481 | $1.5M |
| Smithbridge Asset Management Inc. | 0.27% | Reduce -15.7% | 2,480 | $1.5M |
| Saxon Interests, Inc. | 0.72% | No change | 2,739 | $1.5M |
| Range Financial Group LLC | 0.60% | Add +0.3% | 2,477 | $1.5M |
| ABLE Financial Group, LLC | 0.37% | Add +4.9% | 2,477 | $1.5M |
| Geometric Wealth Advisors | 0.23% | Add +2.3% | 2,474 | $1.5M |
| Burney Co./ | 0.05% | Add +9.0% | 2,473 | $1.5M |
| Prentiss Smith & Co. Inc. | 0.91% | No change | 2,473 | $1.5M |
| Vista Capital Partners, Inc. | 0.17% | Reduce -1.9% | 2,463 | $1.5M |
| Westfuller Advisors, LLC | 0.87% | Reduce -7.9% | 2,457 | $1.5M |
| Sheridan Capital Management, LLC | 1.05% | New | 2,447 | $1.5M |
| Carl P. Sherr & Co., LLC | 0.77% | Reduce -0.8% | 2,446 | $1.5M |
| Ellevest, Inc. | 0.24% | Reduce -13.8% | 2,445 | $1.5M |
| Sageworth Trust Co of South Dakota | 1.64% | Add +87.6% | 2,442 | $1.5M |
| Cora Capital Advisors LLC | 0.67% | Reduce -14.6% | 2,433 | $1.5M |
| Atlatl Advisers LLC | 0.71% | Reduce -50.0% | 2,432 | $1.5M |
| Wealthquest Corp | 0.12% | Add +14.9% | 2,427 | $1.5M |
| Tanglewood Legacy Advisors, LLC | 0.62% | Reduce -4.3% | 2,420 | $1.5M |
| Haverford Financial Services, Inc. | 0.44% | No change | 2,420 | $1.5M |
| Talisman Wealth Advisors LLC | 1.36% | Add +8.0% | 2,406 | $1.5M |
| Cibc World Markets Corp. | 0.01% | Add +0.3% | 2,399 | $1.5M |
| Capital Asset Advisory Services LLC | 0.07% | Add +51.5% | 2,399 | $1.5M |
| Plan A Wealth LLC | 0.84% | Add +40.4% | 2,398 | $1.5M |
| Seneca Financial Advisors LLC | 0.57% | Add +0.1% | 2,393 | $1.5M |
| Clientfirst Wealth Management, LLC | 1.52% | No change | 2,391 | $1.5M |
| Brown Financial Advisory | 0.82% | Reduce -1.0% | 2,391 | $1.5M |
| Guardian Asset Advisors, LLC | 0.85% | Reduce -1.3% | 2,383 | $1.5M |
| Camden National Bank | 0.21% | Add +1.1% | 2,383 | $1.5M |
| Waterfront Wealth Inc. | 0.33% | Reduce -0.8% | 2,378 | $1.5M |
| Acorn Financial Advisory Services Inc. | 0.24% | Reduce -9.5% | 2,373 | $1.5M |
| Oak Harvest Investment Services | 0.18% | Add +5.6% | 2,372 | $1.5M |
| Family Office Research LLC | 0.70% | Add +0.0% | 2,371 | $1.5M |
| Accel Wealth Management | 0.49% | No change | 2,371 | $1.5M |
| McGuire Investment Group, LLC | 0.19% | Reduce -8.9% | 2,371 | $1.5M |
| L2 Asset Management, LLC | 0.24% | New | 2,361 | $1.5M |
| Next Level Wealth Planning, LLC | 0.94% | Reduce -3.0% | 2,359 | $1.5M |
| Copia Wealth Management | 1.23% | Add +0.7% | 2,353 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Add +7.9% | 2,353 | $1.5M |
| RoundAngle Advisors LLC | 1.22% | Add +1.0% | 2,350 | $1.5M |
| Pitti Group Wealth Management, LLC | 1.26% | Add +2.8% | 2,343 | $1.5M |
| Ervin Investment Management, LLC | 0.91% | Reduce -7.5% | 2,336 | $1.5M |
| Diversify Wealth Management, LLC | 0.09% | Reduce -1.9% | 2,244 | $1.4M |
| Mullaney, Keating & Wright, Inc. | 0.95% | Add +1.2% | 2,331 | $1.4M |
| Athena Investment Management | 0.81% | Reduce -1.4% | 2,330 | $1.4M |
| Cabot Wealth Management Inc. | 0.17% | No change | 2,327 | $1.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.50% | Add +0.1% | 2,326 | $1.4M |
| Highline Wealth Partners LLC | 0.43% | Add +8.9% | 2,325 | $1.4M |
| SkyOak Wealth, LLC | 0.29% | No change | 2,324 | $1.4M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.30% | Add +1.2% | 2,310 | $1.4M |
| Lee Danner & Bass Inc. | 0.11% | Reduce -3.6% | 2,307 | $1.4M |
| Bank of Marin | 1.08% | No change | 2,302 | $1.4M |
| Hickory Point Bank & Trust | 1.15% | Add +4.1% | 2,299 | $1.4M |
| Uptown Financial Advisors LLC | 1.32% | No change | 2,292 | $1.4M |
| Means Investment Co., Inc. | 0.13% | Add +2.5% | 2,292 | $1.4M |
| Fiduciary Alliance LLC | 0.11% | Add +65.2% | 2,290 | $1.4M |
| Corrado Advisors, LLC | 0.87% | Add +4.3% | 2,287 | $1.4M |
| Arthur M. Cohen & Associates, LLC | 0.25% | Add +0.3% | 2,282 | $1.4M |
| Atlas Private Wealth Advisors | 0.18% | Reduce -0.8% | 2,277 | $1.4M |
| HFG Advisors, Inc. | 1.12% | Reduce -12.1% | 2,269 | $1.4M |
| Traub Capital Management LLC | 1.30% | — | 2,265 | $1.4M |
| Clarendon Private LLC | 1.35% | Reduce -0.7% | 2,259 | $1.4M |
| Destiny Wealth Partners, LLC | 0.19% | Reduce -4.2% | 2,257 | $1.4M |
| Canopy Partners, LLC | 0.51% | No change | 2,253 | $1.4M |
| E&G Advisors, LLC | 0.36% | Reduce -5.2% | 2,248 | $1.4M |
| Reinhart Partners, Llc. | 0.05% | No change | 2,245 | $1.4M |
| Novus Advisors, LLC | 2.12% | Reduce -54.7% | 2,236 | $1.4M |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -9.3% | 2,245 | $1.4M |
| Harvest Investment Services, LLC | 0.31% | Add +7.0% | 2,219 | $1.4M |
| Washington Trust Advisors, Inc. | 0.11% | Reduce -6.0% | 2,215 | $1.4M |
| Cozad Asset Management Inc. | 0.12% | Add +8.5% | 2,214 | $1.4M |
| BFI Infinity Ltd. | 1.15% | New | 2,213 | $1.4M |
| MBL Wealth, LLC | 0.13% | Add +3.8% | 2,207 | $1.4M |
| Mattson Financial Services, LLC | 0.37% | Add +902.7% | 2,206 | $1.4M |
| Peninsula Asset Management Inc. | 0.72% | Add +106.8% | 2,198 | $1.4M |
| Coastal Bridge Advisors, LLC | 0.11% | Reduce -26.3% | 2,196 | $1.4M |
| Center for Financial Planning, Inc. | 0.16% | Reduce -0.9% | 2,188 | $1.4M |
| White Lighthouse Investment Management Inc. | 0.22% | Add +1.8% | 2,185 | $1.4M |
| Tiemann Investment Advisors, LLC | 0.56% | Add +1.4% | 2,184 | $1.4M |
| Frederick Financial Consultants, LLC | 0.84% | Add +0.1% | 2,178 | $1.4M |
| Integras Partners LLC | 1.45% | Add +8.8% | 2,178 | $1.4M |
| Spinnaker Trust | 0.08% | No change | 2,171 | $1.3M |
| Southeast Asset Advisors, LLC | 0.16% | Add +3.1% | 2,170 | $1.3M |
| Financial Advisors Network, Inc. | 0.20% | Add +4.5% | 2,168 | $1.3M |
| Crew Capital Management, Ltd | 0.97% | Reduce -6.9% | 2,167 | $1.3M |
| WealthTrust Axiom LLC | 0.39% | Add +4.4% | 2,163 | $1.3M |
| CCG Wealth Management, LLC | 0.70% | Reduce -0.3% | 2,153 | $1.3M |
| Violich Capital Management, Inc. | 0.19% | Reduce -9.5% | 2,152 | $1.3M |
| Ballast Advisors LLC | 0.39% | Add +7.1% | 2,151 | $1.3M |
| Marion Wealth Management | 0.33% | Add +92.3% | 2,148 | $1.3M |
| McClarren Financial Advisors, Inc. | 0.87% | Reduce -33.1% | 2,145 | $1.3M |
| Hunter Perkins Capital Management, LLC | 0.32% | No change | 2,140 | $1.3M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.17% | Add +2.0% | 2,135 | $1.3M |
| Root Financial Partners, LLC | 0.13% | Add +6.8% | 2,134 | $1.3M |
| Apella Capital, LLC | 0.04% | Add +43.6% | 2,123 | $1.3M |
| D. Scott Neal, Inc. | 0.66% | Add +0.5% | 2,129 | $1.3M |
| Cannon Wealth Management Services, LLC | 1.08% | No change | 2,128 | $1.3M |
| Investment Counsel Co. of Nevada | 2.70% | Add +3696.4% | 2,126 | $1.3M |
| Hibernia Wealth Partners, LLC | 0.48% | Add +109.1% | 2,120 | $1.3M |
| Clear Harbor Asset Management, LLC | 0.10% | Reduce -1.0% | 2,115 | $1.3M |
| Legacy Financial Group, Inc. | 0.39% | Add +64.1% | 2,115 | $1.3M |
| S&T Bank | 0.40% | No change | 2,108 | $1.3M |
| Crown Wealth Group, LLC | 0.49% | Reduce -9.3% | 2,107 | $1.3M |
| Mendel Capital Management LLC | 0.75% | Reduce -9.5% | 2,105 | $1.3M |
| Mechanics Bank Trust Department | 0.19% | Reduce -17.6% | 2,105 | $1.3M |
| Birchcreek Wealth Management, LLC | 0.74% | Add +9.0% | 2,103 | $1.3M |
| FMB Wealth Management | 0.62% | Reduce -3.6% | 2,103 | $1.3M |
| Intergy Private Wealth, LLC | 0.45% | Reduce -7.3% | 2,102 | $1.3M |
| Yarbrough Capital, LLC | 0.05% | No change | 2,098 | $1.3M |
| Wills Financial Group LLC | 0.56% | Add +190.8% | 2,094 | $1.3M |
| Avalon Trust Co | 0.09% | Add +20.0% | 2,085 | $1.3M |
| Councilor Wealth, LLC | 0.60% | Add +0.2% | 2,083 | $1.3M |
| Vista Finance, LLC | 1.12% | Reduce -24.5% | 2,083 | $1.3M |
| Focused Wealth Management, Inc | 0.16% | Add +0.2% | 2,083 | $1.3M |
| Independent Investors Inc. | 0.28% | Reduce -0.9% | 2,076 | $1.3M |
| Midwest Heritage Bank, FSB | 0.48% | Reduce -8.8% | 2,076 | $1.3M |
| LongView Wealth Management | 0.39% | Add +19.9% | 2,076 | $1.3M |
| Brookmont Capital Management | 0.74% | Add +0.4% | 2,070 | $1.3M |
| Altfest L J & Co. Inc. | 0.15% | Reduce -82.1% | 2,065 | $1.3M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.42% | Reduce -1.2% | 2,065 | $1.3M |
| Lantern Wealth Advisors, LLC | 0.76% | — | 2,062 | $1.3M |
| Potomac Fund Management Inc. | 0.07% | Reduce -4.9% | 2,041 | $1.3M |
| PBMares Wealth Management LLC | 0.23% | Reduce -17.9% | 2,057 | $1.3M |
| LifeWealth Investments, LLC | 0.46% | Add +11.2% | 2,057 | $1.3M |
| Leigh Baldwin & Co., LLC | 0.83% | Add +3.6% | 2,039 | $1.3M |
| Accretive Wealth Partners, LLC | 0.41% | No change | 2,031 | $1.3M |
| Sightline Wealth Advisors, LLC | 0.61% | Add +0.3% | 2,019 | $1.3M |
| Prepared Retirement Institute LLC | 0.74% | Reduce -9.9% | 2,017 | $1.3M |
| Vista Investment Management | 0.46% | Reduce -0.4% | 2,008 | $1.2M |
| Oliver Lagore Vanvalin Investment Group | 0.49% | — | 2,219 | $1.2M |
| Elite Financial, Inc. | 0.61% | Add +55.5% | 1,961 | $1.2M |
| MADDEN SECURITIES Corp | 0.42% | No change | 2,000 | $1.2M |
| FWL Investment Management, LLC | 0.38% | Reduce -12.8% | 1,998 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.16% | Reduce -25.7% | 1,995 | $1.2M |
| Joule Financial, LLC | 0.40% | No change | 1,988 | $1.2M |
| Prosperity Wealth Management, Inc. | 0.46% | Reduce -0.1% | 1,983 | $1.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.25% | Add +1.3% | 1,978 | $1.2M |
| Long Run Wealth Advisors, LLC | 0.26% | Add +1.9% | 1,972 | $1.2M |
| A&I Financial Services, LLC | 0.69% | Add +1.6% | 1,971 | $1.2M |
| Klingenstein Fields & Co. LP | 0.05% | Reduce -19.9% | 1,967 | $1.2M |
| GEN Financial Management, INC. | 1.00% | Reduce -18.7% | 1,967 | $1.2M |
| Colonial River Investments, LLC | 0.53% | Reduce -40.6% | 1,942 | $1.2M |
| Ardent Capital Management, Inc. | 0.59% | No change | 1,966 | $1.2M |
| SMART Wealth LLC | 0.38% | Add +21.9% | 1,965 | $1.2M |
| Balanced Wealth Group LLC | 0.53% | Reduce -3.0% | 1,912 | $1.2M |
| Bradyco, Inc. | 0.89% | No change | 2,054 | $1.2M |
| True North Advisors, LLC | 0.23% | Reduce -24.2% | 1,950 | $1.2M |
| Balboa Wealth Partners | 0.24% | Add +14.7% | 1,943 | $1.2M |
| Fort Sheridan Advisors LLC | 0.17% | No change | 1,942 | $1.2M |
| Hardin Capital Partners, LLC | 0.71% | Reduce -3.1% | 1,941 | $1.2M |
| Jim Saulnier & Associates, LLC | 0.82% | Add +1.5% | 1,935 | $1.2M |
| Skyline Advisors, Inc. | 0.44% | Reduce -16.7% | 1,931 | $1.2M |
| Members Trust Co | 0.04% | Add +1.2% | 1,924 | $1.2M |
| Guardian Financial Partners, LLC | 0.54% | Add +0.3% | 1,919 | $1.2M |
| Sensible Money, LLC | 0.45% | Add +0.2% | 1,916 | $1.2M |
| Ballast, Inc. | 0.31% | Add +0.8% | 1,916 | $1.2M |
| Drake & Associates, LLC | 0.29% | Reduce -10.9% | 1,911 | $1.2M |
| Creegan & Nassoura Financial Group, LLC | 0.77% | No change | 1,904 | $1.2M |
| Affinity Wealth Management LLC | 0.19% | Reduce -0.7% | 1,904 | $1.2M |
| Summitry LLC | 0.05% | Add +28.2% | 1,902 | $1.2M |
| Princeton Global Asset Management LLC | 0.21% | Add +0.1% | 1,897 | $1.2M |
| Bill Few Associates, Inc. | 0.33% | Add +3.6% | 1,893 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.42% | Add +14.3% | 1,885 | $1.2M |
| Morangie Management LLC | 1.01% | New | 1,882 | $1.2M |
| Garde Capital, Inc. | 0.06% | No change | 1,877 | $1.2M |
| Princeton Capital Management LLC | 0.35% | Add +1.4% | 1,874 | $1.2M |
| Herold Advisors, Inc. | 0.24% | Add +7.5% | 1,869 | $1.2M |
| Chicago Wealth Management, Inc. | 0.55% | No change | 1,868 | $1.2M |
| Barlow Wealth Partners, LLC | 0.14% | Add +14.6% | 1,860 | $1.2M |
| Roberts Wealth Advisors, LLC | 0.33% | Reduce -0.8% | 1,865 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.38% | Reduce -4.2% | 1,863 | $1.2M |
| Cortland Associates Inc. | 0.13% | No change | 1,860 | $1.2M |
| Silicon Valley Capital Partners | 0.12% | Add +0.3% | 1,859 | $1.2M |
| Smart Money Group LLC | 0.36% | Reduce -13.1% | 1,858 | $1.2M |
| Penney Financial, LLC | 0.59% | No change | 1,854 | $1.2M |
| TrinityBridge Ltd | 0.03% | Add +3.3% | 1,853 | $1.1M |
| Financial Network Wealth Advisors LLC | 1.40% | Reduce -25.4% | 1,852 | $1.1M |
| Cannell & Spears LLC | 0.02% | No change | 1,850 | $1.1M |
| Capital Squared Financial LLC | 1.34% | — | 1,850 | $1.1M |
| Register Financial Advisors LLC | 0.50% | Add +0.3% | 1,849 | $1.1M |
| Aventus Investment Advisors, Inc. | 1.03% | — | 1,848 | $1.1M |
| Hamilton Capital, LLC | 0.06% | Add +0.1% | 1,847 | $1.1M |
| Crux Wealth Advisors | 0.49% | Reduce -17.6% | 1,843 | $1.1M |
| Rollins Financial Advisors, LLC | 0.18% | No change | 1,841 | $1.1M |
| River Street Advisors LLC | 0.49% | Add +27.1% | 1,830 | $1.1M |
| Sequent Asset Management, LLC | 0.91% | Reduce -0.5% | 1,827 | $1.1M |
| Legacy Investment Solutions, LLC | 0.60% | — | 1,825 | $1.1M |
| Legacy Wealth Managment, LLC | 0.60% | Add +11.5% | 1,825 | $1.1M |
| IronBridge Private Wealth, LLC | 0.39% | No change | 1,825 | $1.1M |
| Smart Portfolios, LLC | 1.14% | Add +63.5% | 1,815 | $1.1M |
| Correct Capital Wealth Management | 0.22% | Reduce -3.4% | 1,815 | $1.1M |
| Nvest Financial, LLC | 0.58% | Reduce -7.6% | 1,806 | $1.1M |
| Woodside Wealth Management LLC | 0.96% | Add +3.1% | 1,805 | $1.1M |
| Advocacy Wealth Management, LLC | 0.07% | Reduce -3.2% | 1,802 | $1.1M |
| Moment Partners, LLC | 0.21% | Reduce -1.5% | 1,801 | $1.1M |
| Insight Wealth Strategies, LLC | 0.14% | Add +4.2% | 1,798 | $1.1M |
| Redwood Financial Network Corp | 0.75% | Add +17.7% | 1,789 | $1.1M |
| Sage Capital Management, LLC | 0.53% | Add +0.1% | 1,789 | $1.1M |
| Planning Center, Inc. | 0.12% | Reduce -4.0% | 1,787 | $1.1M |
| DRW Securities, LLC | 0.08% | Reduce -41.3% | 1,786 | $1.1M |
| SwitchPoint Financial Planning, LLC | 0.91% | Add +197.5% | 1,785 | $1.1M |
| Agate Pass Investment Management, LLC | 0.46% | Reduce -5.0% | 1,785 | $1.1M |
| Evelyn Partners Investment Management LLP | 0.03% | Add +34.8% | 1,783 | $1.1M |
| Citizens Business Bank | 0.21% | No change | 1,776 | $1.1M |
| Guidance Capital, Inc. | 0.31% | Reduce -8.3% | 1,764 | $1.1M |
| J.Safra Asset Management Corp | 0.08% | New | 1,771 | $1.1M |
| Rather & Kittrell, Inc. | 0.22% | Add +0.6% | 1,769 | $1.1M |
| Atwood & Palmer Inc. | 0.07% | No change | 1,760 | $1.1M |
| Principle Wealth Partners LLC | 0.07% | Add +17.4% | 1,757 | $1.1M |
| Retirement Planning Group, LLC / NY | 0.96% | Add +9.1% | 1,751 | $1.1M |
| Rothschild Investment LLC | 0.07% | Reduce -3.5% | 1,750 | $1.1M |
| TPG Financial Advisors, LLC | 0.43% | Reduce -6.0% | 1,749 | $1.1M |
| Lavaca Capital LLC | 0.44% | Reduce -2.4% | 1,746 | $1.1M |
| McLean Asset Management Corp | 0.28% | Add +20.7% | 1,738 | $1.1M |
| Rock Point Advisors, LLC | 0.30% | Add +21.4% | 1,741 | $1.1M |
| Better Money Decisions, LLC | 0.66% | Reduce -0.2% | 1,741 | $1.1M |
| Transce3nd, LLC | 0.46% | Reduce -7.7% | 1,738 | $1.1M |
| CFO4Life Group, LLC | 0.17% | No change | 1,738 | $1.1M |
| Octavia Wealth Advisors, LLC | 0.12% | Reduce -50.2% | 1,737 | $1.1M |
| Brooklyn FI, LLC | 0.28% | New | 1,736 | $1.1M |
| Clarity Capital Partners LLC | 0.38% | Reduce -10.9% | 1,732 | $1.1M |
| Poinciana Advisors Group, LLC | 0.97% | Add +323.8% | 1,729 | $1.1M |
| Timber Creek Capital Management LLC | 0.27% | Reduce -0.5% | 1,698 | $1.1M |
| Marshall Financial Group, LLC | 0.21% | Add +0.2% | 1,711 | $1.1M |
| West Wealth Group, LLC | 0.27% | Add +56.0% | 1,676 | $1.1M |
| Wingate Wealth Advisors, Inc. | 0.95% | Add +21.8% | 1,711 | $1.1M |
| Aspen Wealth Management LLC | 0.26% | Add +0.9% | 1,698 | $1.1M |
| Revisor Wealth Management LLC | 0.38% | Add +74.5% | 1,675 | $1.1M |
| Keener Financial Planning LLC | 0.52% | No change | 1,688 | $1.0M |
| DSG Capital Advisors, LLC | 0.19% | Add +16.7% | 1,686 | $1.0M |
| Cambria Investment Management, L.P. | 0.07% | Add +30.1% | 1,684 | $1.0M |
| Sompo Asset Management Co., Ltd. | 0.18% | Reduce -50.5% | 1,680 | $1.0M |
| Asset Allocation Strategies LLC | 0.23% | Reduce -51.5% | 1,676 | $1.0M |
| Gerber, LLC | 0.73% | No change | 1,671 | $1.0M |
| Capital International Investors | 0.00% | Add +34.4% | 1,677 | $1.0M |
| Vishria Bird Financial Group, LLC | 0.34% | No change | 1,664 | $1.0M |
| Sandbox Financial Partners, LLC | 0.33% | Add +0.2% | 1,663 | $1.0M |
| Montz Harcus Wealth Management LLC | 0.50% | Reduce -3.7% | 1,656 | $1.0M |
| Northwest Financial Advisors | 1.43% | Reduce -17.8% | 1,654 | $1.0M |
| LMCG Investments, LLC | 0.06% | New | 1,652 | $1.0M |
| McHugh Group, LLC | 0.69% | No change | 1,644 | $1.0M |
| Redmond Asset Management, LLC | 0.24% | Reduce -5.6% | 1,636 | $1.0M |
| Madden Advisory Services, Inc. | 0.43% | No change | 1,633 | $1.0M |
| Farmers National Bank | 0.27% | No change | 1,632 | $1.0M |
| Life Planning Partners, Inc | 0.81% | Add +0.1% | 1,630 | $1.0M |
| Provenance Wealth Advisors, LLC | 0.14% | No change | 1,624 | $1.0M |
| PVG Asset Management Corp. | 3.43% | Reduce -0.1% | 1,621 | $1.0M |
| Sincerus Advisory, LLC | 0.94% | Add +8.1% | 1,565 | $1.0M |
| Northwest Wealth Management, LLC | 0.18% | Add +0.9% | 1,612 | $1.0M |
| Stephens Consulting, LLC | 0.24% | Reduce -5.7% | 1,605 | $997K |
| Marks Group Wealth Management, Inc | 0.09% | Reduce -3.0% | 1,598 | $992K |
| Marble Harbor Investment Counsel, LLC | 0.11% | No change | 1,596 | $991K |
| Black Swift Group, LLC | 0.20% | Reduce -8.8% | 1,596 | $991K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.23% | Add +3.5% | 1,592 | $989K |
| Dodds Wealth, LLC | 0.27% | Reduce -17.0% | 1,592 | $989K |
| Planned Solutions, Inc. | 0.38% | Add +0.4% | 1,586 | $985K |
| GLOBALT Investments LLC / GA | 0.04% | No change | 1,584 | $984K |
| DDFG, Inc | 0.25% | Add +0.1% | 1,581 | $982K |
| Sara-Bay Financial | 0.35% | Reduce -23.9% | 1,573 | $976K |
| Littlejohn Financial Services, Inc. | 0.75% | Add +22.9% | 1,572 | $976K |
| Independent Family Office, LLC | 0.45% | Add +0.3% | 1,568 | $974K |
| Portfolio Strategies, Inc. | 0.13% | No change | 1,563 | $970K |
| Tanager Wealth Management LLP | 0.11% | No change | 1,563 | $970K |
| Independent Wealth Network Inc. | 0.35% | Add +2.8% | 1,561 | $969K |
| Pure Portfolios Holdings LLC | 0.33% | Reduce -10.9% | 1,561 | $969K |
| Brooks, Moore & Associates, Inc. | 0.52% | Reduce -11.6% | 1,525 | $968K |
| Capital City Trust Co. | 0.25% | Reduce -9.8% | 1,557 | $967K |
| Ceeto Capital Group, LLC | 0.34% | No change | 1,556 | $966K |
| Ramirez Asset Management, Inc. | 0.15% | No change | 1,555 | $965K |
| RMR Capital Management, LLC | 0.69% | No change | 1,551 | $963K |
| Safeguard Investment Advisory Group, LLC | 0.24% | Reduce -0.7% | 1,550 | $962K |
| Connable Office Inc. | 0.10% | Add +29.2% | 1,546 | $960K |
| Global Assets Advisory, LLC | 0.37% | Reduce -19.8% | 1,541 | $956K |
| Autumn Glory Partners, LLC | 0.45% | No change | 1,540 | $956K |
| ProVise Management Group, LLC | 0.08% | Add +9.9% | 1,539 | $956K |
| Van Cleef Asset Management,Inc | 0.10% | Reduce -18.6% | 1,538 | $955K |
| Flagship Wealth Advisors, LLC | 0.36% | Add +0.8% | 1,538 | $955K |
| Worth Asset Management, LLC | 0.47% | Add +0.4% | 1,531 | $951K |
| Towneley Capital Management, Inc / DE | 0.22% | Reduce -8.9% | 1,530 | $950K |
| William Mack & Associates, Inc. | 0.60% | Reduce -0.7% | 1,527 | $948K |
| Ifrah Financial Services, Inc. | 0.26% | Reduce -2.9% | 1,525 | $947K |
| Karani Asset Management LLC | 0.92% | Reduce -20.8% | 1,524 | $946K |
| Seascape Capital Management | 0.30% | Reduce -16.7% | 1,524 | $946K |
| Valtrion Capital Management, LLC | 1.13% | Add +0.1% | 1,521 | $944K |
| Lake Hills Wealth Management, LLC | 0.54% | No change | 1,520 | $944K |
| Wealth Advisors of Tampa Bay, LLC | 0.36% | Reduce -7.7% | 1,520 | $944K |
| Mitchell McLeod Pugh & Williams Inc. | 0.18% | Reduce -3.1% | 1,517 | $942K |
| Reik & Co., LLC | 0.23% | No change | 1,516 | $941K |
| GKV Capital Management Co., Inc. | 0.42% | Add +398.0% | 1,514 | $940K |
| Fulcrum Equity Management | 0.96% | New | 1,512 | $939K |
| Invera Wealth Advisors, LLC | 0.61% | Reduce -57.8% | 1,512 | $939K |
| Warwick Investment Management, Inc. | 0.18% | Add +75.2% | 1,512 | $938K |
| Charter Capital Management, LLC\DE | 0.55% | — | 1,507 | $935K |
| Pathway Financial Advisors LLC | 0.14% | No change | 1,502 | $932K |
| Portland Financial Advisors Inc | 2.23% | No change | 1,498 | $930K |
| Milestones Private Investment Advisors LLC | 0.69% | — | 1,498 | $930K |
| Kondo Wealth Advisors, Inc. | 0.41% | Add +23.8% | 1,498 | $930K |
| Objectivity Squared, LLC | 0.64% | Add +0.3% | 1,495 | $929K |
| Westbourne Investment Advisors, Inc. | 0.28% | Add +0.1% | 1,494 | $928K |
| Keyvantage Wealth, LLC | 0.42% | Add +0.2% | 1,492 | $927K |
| Wells Financial Advisors INC | 1.27% | Reduce -21.6% | 1,492 | $926K |
| Cullen Investment Group, LTD. | 0.13% | Add +30.7% | 1,489 | $925K |
| Community Financial Services Group, LLC | 0.18% | Reduce -21.5% | 1,487 | $923K |
| Sequent Planning LLC | 0.29% | Reduce -0.3% | 1,486 | $923K |
| Navellier & Associates Inc. | 0.11% | No change | 1,480 | $919K |
| Commons Capital, LLC | 0.70% | Reduce -4.2% | 1,478 | $918K |
| Powers Advisory Group, LLC | 0.40% | No change | 1,478 | $917K |
| InvesTrust | 0.35% | Reduce -6.6% | 1,477 | $917K |
| Capstone Wealth Management Group, LLC | 0.88% | Reduce -33.6% | 1,476 | $917K |
| Tilson Financial Group, Inc. | 0.35% | Add +38.9% | 1,474 | $915K |
| Teamwork Financial Advisors, LLC | 0.11% | Reduce -3.3% | 1,471 | $913K |
| WT Wealth Management | 0.27% | Reduce -4.2% | 1,468 | $911K |
| Shakespeare Wealth Management, LLC | 0.24% | Add +1.4% | 1,466 | $910K |
| Nicollet Investment Management, Inc. | 0.30% | No change | 1,465 | $910K |
| Muirfield Wealth Advisors LLC | 0.72% | Reduce -6.2% | 1,466 | $910K |
| OMNI 360 Wealth, Inc. | 0.56% | Reduce -5.3% | 1,465 | $910K |
| Ascentis Wealth Management, LLC | 0.25% | Reduce -2.3% | 1,462 | $909K |
| Tillman Hartley LLC | 0.26% | New | 1,459 | $906K |
| Staley Capital Advisers Inc. | 0.04% | Add +2.8% | 1,459 | $906K |
| Centerpoint Advisory Group | 0.78% | Add +6.5% | 1,453 | $902K |
| Intellus Advisors LLC | 0.13% | Add +138.4% | 1,452 | $902K |
| DHJJ Financial Advisors, Ltd. | 0.33% | Reduce -4.2% | 1,450 | $900K |
| Amplius Wealth Advisors, LLC | 0.08% | Add +2.2% | 1,449 | $900K |
| Meritas Wealth Management, LLC | 0.49% | Reduce -2.8% | 1,447 | $898K |
| Avion Wealth | 0.20% | Add +1.0% | 1,445 | $897K |
| VSM Wealth Advisory, LLC | 0.30% | Add +4.0% | 1,443 | $896K |
| Rockport Wealth LLC | 0.21% | New | 1,439 | $893K |
| RPS Advisory Solutions LLC | 0.49% | Add +2.4% | 1,437 | $892K |
| Chatham Capital Group, Inc. | 0.14% | No change | 1,434 | $890K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +12.1% | 1,430 | $888K |
| MN Wealth Advisors, LLC | 0.52% | Reduce -5.6% | 1,429 | $888K |
| Parker Financial LLC | 0.38% | New | 1,426 | $885K |
| Culbertson A N & Co. Inc. | 0.14% | Add +1.1% | 1,420 | $882K |
| Partners in Financial Planning | 0.16% | No change | 1,416 | $879K |
| Shearwater Capital LLC | 0.55% | Reduce -1.2% | 1,416 | $879K |
| BCS Wealth Management | 0.19% | Reduce -0.2% | 1,416 | $879K |
| Silver Oak Advisory Group, Inc. | 0.42% | Add +39.6% | 1,410 | $875K |
| Bennett Selby Investments LP | 0.31% | No change | 1,408 | $874K |
| Johnson Bixby & Associates, LLC | 0.12% | Add +1.1% | 1,403 | $871K |
| Newman Dignan & Sheerar, Inc. | 0.20% | New | 1,403 | $871K |
| Financial Futures Ltd Liability Co. | 0.47% | Reduce -2.5% | 1,398 | $868K |
| Bouchey Financial Group, Ltd. | 0.07% | Reduce -0.1% | 1,397 | $868K |
| NBZ Investment Advisors LLC | 0.50% | No change | 1,397 | $867K |
| Lloyd Advisory Services, LLC. | 0.42% | Add +4.0% | 1,394 | $865K |
| Prosperity Financial Group, Inc. | 0.37% | Add +18.1% | 1,392 | $865K |
| Gibson Capital, LLC | 0.17% | No change | 1,391 | $864K |
| Elgethun Capital Management | 0.17% | Add +285.3% | 1,387 | $861K |
| Regency Capital Management Inc.\DE | 0.45% | No change | 1,385 | $860K |
| Capital Management Associates, Inc | 0.27% | Add +13.7% | 1,383 | $859K |
| Fiduciary Financial Group, LLC | 0.15% | Reduce -0.7% | 1,380 | $857K |
| KFG Wealth Management, LLC | 0.14% | Reduce -61.8% | 1,375 | $854K |
| MeadowBrook Investment Advisors LLC | 0.77% | No change | 1,374 | $853K |
| Tenret Co LLC | 0.46% | No change | 1,371 | $851K |
| Ethic Inc. | 0.02% | Add +42.5% | 1,378 | $851K |
| GatePass Capital, LLC | 0.57% | Reduce -5.2% | 1,370 | $851K |
| Hudson Capital Management LLC | 0.25% | No change | 1,369 | $850K |
| Walter & Keenan Wealth Management LLC /in/ | 0.25% | Add +0.1% | 1,369 | $850K |
| Summit Investment Advisory Services, LLC | 0.37% | Add +0.1% | 1,361 | $845K |
| Slow Capital, Inc. | 0.10% | Reduce -2.4% | 1,359 | $844K |
| TruNorth Capital Management, LLC | 0.19% | Reduce -26.6% | 1,349 | $838K |
| Lokken Investment Group LLC | 0.32% | Add +0.1% | 1,349 | $837K |
| Tripletail Wealth Management, LLC | 1.19% | — | 1,305 | $836K |
| RMG Wealth Management LLC | 0.13% | — | 1,319 | $832K |
| Arlington Financial Advisors, LLC | 0.14% | Reduce -75.5% | 1,337 | $830K |
| Tsfg, LLC | 0.15% | Reduce -2.3% | 1,335 | $829K |
| Boreal Capital Management LLC | 0.79% | — | 1,335 | $829K |
| Shepherd Kaplan Krochuk, LLC | 0.72% | Add +1.4% | 1,331 | $827K |
| Wambolt & Associates, LLC | 0.28% | Add +113.5% | 1,328 | $825K |
| D L Carlson Investment Group Inc. | 0.15% | Add +2.1% | 1,326 | $823K |
| Arrow Financial Corp | 0.09% | Add +9.5% | 1,325 | $823K |
| Indie Asset Partners, LLC | 1.49% | Add +3.8% | 1,323 | $821K |
| USAdvisors Wealth Management, LLC | 0.31% | Reduce -8.4% | 1,322 | $821K |
| Shilanski & Associates, Inc. | 0.23% | Reduce -2.0% | 1,322 | $821K |
| ARS Wealth Advisors Group, LLC | 0.09% | Reduce -0.7% | 1,321 | $820K |
| Prairie Wealth Advisors, Inc. | 0.35% | Reduce -9.8% | 1,320 | $819K |
| Navalign, LLC | 0.22% | Reduce -2.0% | 1,312 | $815K |
| Horizons Wealth Management | 0.59% | No change | 1,312 | $815K |
| LMG Wealth Partners, LLC | 0.17% | New | 1,309 | $813K |
| Bensler, LLC | 0.09% | Reduce -0.3% | 1,306 | $811K |
| Investment Research & Advisory Group, Inc. | 0.30% | Add +0.3% | 1,305 | $810K |
| Investor's Fiduciary Advisor Network, LLC | 0.30% | Reduce -8.1% | 1,305 | $810K |
| Congress Asset Management Co. | 0.01% | Reduce -71.5% | 1,301 | $808K |
| Liberty Square Wealth Partners LLC | 0.28% | Reduce -22.3% | 1,293 | $803K |
| Twelve Points Wealth Management LLC | 0.22% | Add +0.4% | 1,292 | $802K |
| Harrell Investment Partners, LLC | 0.20% | Reduce -7.9% | 1,288 | $800K |
| Compton Wealth Advisory Group, LLC | 0.20% | No change | 1,287 | $799K |
| Conservest Capital Advisors, Inc. | 0.08% | Add +0.2% | 1,281 | $795K |
| RDA Financial Network | 0.21% | Reduce -3.0% | 1,274 | $791K |
| Collaborative Wealth Managment Inc. | 0.34% | Add +5.7% | 1,269 | $788K |
| First National Bank of Mount Dora, Trust Investment Services | 0.18% | No change | 1,269 | $788K |
| Gill Capital Partners, LLC | 0.25% | Add +4.3% | 1,269 | $788K |
| Tucker Asset Management LLC | 0.25% | Add +71.0% | 1,267 | $787K |
| Strategic Family Wealth Counselors, L.L.C. | 0.22% | Add +66.9% | 1,267 | $787K |
| Capital Investment Services of America, Inc. | 0.07% | Reduce -9.0% | 1,264 | $785K |
| SpringVest Wealth Management LLC | 0.63% | Reduce -0.4% | 1,263 | $784K |
| Convergence Financial, LLC | 0.13% | Add +2.9% | 1,262 | $784K |
| Great Waters Wealth Management | 0.10% | Add +0.1% | 1,256 | $780K |
| Tenon Financial LLC | 0.34% | Add +0.6% | 1,252 | $777K |
| Woodard & Co. Asset Management Group Inc. | 0.14% | Reduce -2.0% | 1,251 | $777K |
| Renasant Bank | 0.52% | Reduce -4.8% | 1,250 | $776K |
| Garrett Wealth Advisory Group, LLC | 0.16% | Reduce -37.7% | 1,247 | $774K |
| Team Hewins, LLC | 0.28% | Reduce -50.5% | 1,244 | $772K |
| N.E.W. Advisory Services LLC | 0.07% | Reduce -15.1% | 1,243 | $772K |
| Ignite Planners, LLC | 0.13% | Reduce -3.5% | 1,221 | $770K |
| Addison Advisors LLC | 0.19% | Reduce -1.0% | 1,239 | $769K |
| Kelly Financial Group LLC | 0.22% | Reduce -29.7% | 1,237 | $768K |
| RAM Investment Partners, LLC | 0.16% | No change | 1,234 | $766K |
| Aspiring Ventures, LLC | 0.36% | No change | 1,234 | $766K |
| Foster & Motley Inc. | 0.04% | Reduce -3.0% | 1,231 | $765K |
| Avant Financial Advisors LLC | 0.63% | No change | 1,222 | $759K |
| Plimoth Trust Co. LLC | 0.18% | Add +18.9% | 1,219 | $757K |
| Martin & Co. Inc. | 0.14% | No change | 1,217 | $756K |
| Charis Legacy Partners, LLC | 1.24% | No change | 1,215 | $754K |
| O'Brien Wealth Partners LLC | 0.12% | No change | 1,215 | $754K |
| David Kennon Inc | 0.28% | Reduce -1.9% | 1,212 | $752K |
| Wimmer Associates 1, LLC | 0.38% | No change | 1,211 | $752K |
| Tandem Capital Management Corp. | 0.38% | No change | 1,211 | $752K |
| Team Financial Group, LLC | 0.37% | Add +42.0% | 1,207 | $750K |
| Main Street Research LLC | 0.05% | Reduce -4.6% | 1,202 | $746K |
| Chemistry Wealth Management LLC | 0.16% | Reduce -0.5% | 1,201 | $746K |
| Fenimore Asset Management Inc | 0.01% | No change | 1,200 | $745K |
| Renaissance Technologies | 0.00% | New | 1,200 | $745K |
| Legal & General Group Plc | 0.00% | Reduce -89.2% | 1,200 | $745K |
| Clearview Wealth Advisors LLC | 0.52% | Reduce -12.6% | 1,198 | $744K |
| Bonfire Financial | 0.61% | Add +20.3% | 1,197 | $743K |
| Veracity Capital LLC | 0.26% | Reduce -26.3% | 1,194 | $741K |
| Cove Private Wealth, LLC | 0.26% | Add +95.7% | 1,192 | $740K |
| Pacific Point Advisors, LLC | 0.40% | Add +2.2% | 1,188 | $738K |
| 180 Wealth Advisors, LLC | 0.10% | Reduce -25.8% | 1,182 | $734K |
| Gutierrez Wealth Advisory, LLC | 0.49% | Reduce -4.0% | 1,178 | $731K |
| Legacy Solutions, LLC | 0.70% | Reduce -1.5% | 1,177 | $731K |
| Apriem Advisors | 0.08% | Add +8.1% | 1,171 | $728K |
| Jackson Thornton Wealth Management, LLC | 0.08% | Add +140.6% | 1,167 | $727K |
| FWG Investments, LLC. | 0.55% | New | 1,170 | $726K |
| Arrowroot Family Office, LLC | 0.33% | — | 1,169 | $726K |
| Stiles Financial Services Inc | 0.25% | Add +0.1% | 1,169 | $726K |
| Axecap Investments, LLC | 0.47% | Add +11.8% | 1,168 | $725K |
| LJI Wealth Management, LLC | 0.13% | Add +0.3% | 1,168 | $725K |
| Front Row Advisors LLC | 0.25% | No change | 1,166 | $724K |
| Blankinship & Foster, LLC | 0.17% | Reduce -2.4% | 1,165 | $723K |
| Sharp Wealth Advisory, LLC | 0.47% | Reduce -22.4% | 1,162 | $721K |
| Zuckerman Investment Group, LLC | 0.07% | Add +2.9% | 1,162 | $721K |
| CFM Wealth Partners LLC | 0.11% | Reduce -2.9% | 1,161 | $721K |
| Dash Acquisitions Inc. | 0.15% | No change | 1,131 | $721K |
| Colorado Capital Management, Inc. | 0.31% | Reduce -1.4% | 1,159 | $720K |
| HRC Wealth Management, LLC | 0.38% | Add +0.3% | 1,158 | $719K |
| True Wealth Design, LLC | 0.25% | Add +4.5% | 1,155 | $717K |
| AmeriServ Wealth Advisors | 0.35% | Reduce -0.8% | 1,154 | $717K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.3% | 1,153 | $716K |
| Argentarii, LLC | 0.33% | Add +0.1% | 1,152 | $715K |
| Somerset Trust Co | 0.23% | No change | 1,149 | $713K |
| Strategic Financial Planning, Inc. | 0.44% | No change | 1,149 | $713K |
| Activest Wealth Management | 0.17% | Add +0.3% | 1,147 | $712K |
| M. Kulyk & Associates, LLC | 0.15% | Reduce -5.7% | 1,146 | $712K |
| one8zero8, LLC | 0.17% | Add +0.2% | 1,144 | $710K |
| Manske Wealth Management | 0.23% | Add +0.5% | 1,141 | $708K |
| Triton Financial Group Inc | 0.51% | — | 1,140 | $708K |
| Radnor Capital Management, LLC | 0.11% | No change | 1,139 | $707K |
| Fourpath Capital Management, LLC | 0.11% | Add +4.4% | 1,137 | $706K |
| Integral Investment Advisors, Inc. | 0.20% | Add +13.5% | 1,136 | $706K |
| VCI Wealth Management LLC | 0.25% | Add +20.6% | 1,135 | $705K |
| Strategic Investment Advisors / MI | 0.07% | Add +10.1% | 1,135 | $705K |
| Triton Wealth Management, PLLC | 0.30% | — | 1,105 | $705K |
| Pinney & Scofield, Inc. | 0.48% | No change | 1,134 | $704K |
| Peak Retirement Planning, Inc. | 0.28% | Add +37.6% | 1,134 | $704K |
| McDonald Partners LLC | 0.17% | No change | 1,133 | $704K |
| Manuka Financial, LLC | 0.38% | No change | 1,132 | $703K |
| Great Lakes Retirement, Inc. | 0.08% | Reduce -5.5% | 1,131 | $702K |
| Sollinda Capital Management LLC | 0.18% | Add +28.9% | 1,128 | $700K |
| Argent Capital Management LLC | 0.02% | No change | 1,124 | $698K |
| Greystone Financial Group, LLC | 0.11% | New | 1,121 | $696K |
| Slagle Financial, LLC | 0.28% | Reduce -5.3% | 1,120 | $695K |
| Glenorchy Capital Ltd | 0.51% | No change | 1,118 | $694K |
| Heritage Wealth Management, Inc./Texas | 0.34% | Add +96.3% | 1,115 | $692K |
| Field & Main Bank | 0.23% | Reduce -8.2% | 1,115 | $692K |
| Wells Trecaso Financial Group, LLC | 0.21% | No change | 1,113 | $691K |
| Hemenway Trust Co LLC | 0.05% | Reduce -24.6% | 1,113 | $691K |
| GGM Financial LLC | 0.40% | Add +0.2% | 1,110 | $689K |
| Opal Wealth Advisors, LLC | 0.19% | Add +32.8% | 1,109 | $689K |
| Main Street Group, LTD | 0.25% | Reduce -6.1% | 1,109 | $689K |
| Pasadena Private Wealth, LLC | 0.12% | Reduce -31.5% | 1,109 | $688K |
| Concord Asset Management, LLC | 0.10% | New | 1,109 | $688K |
| Concord Wealth Partners | 0.10% | Add +2.1% | 1,109 | $688K |
| Cary Street Partners Investment Advisory LLC | 0.33% | Reduce -49.2% | 1,107 | $687K |
| Future Financial Wealth Managment LLC | 0.47% | Add +0.5% | 1,107 | $687K |
| L. Roy Papp & Associates, LLP | 0.08% | Add +18.8% | 1,106 | $687K |
| TPG Advisors LLC | 0.50% | Add +2.2% | 1,106 | $687K |
| M.E. Allison & Co., Inc. | 0.55% | Add +0.1% | 1,099 | $682K |
| Wealth Watch Advisors, INC | 0.39% | Add +1.5% | 1,098 | $682K |
| Seneca House Advisors | 0.29% | Add +2.3% | 1,097 | $681K |
| Next Level Private LLC | 0.22% | Add +1.6% | 1,089 | $676K |
| Wealthfront Advisers LLC | 0.00% | Add +19.6% | 1,085 | $674K |
| D.B. Root & Company, LLC | 0.20% | Reduce -9.5% | 1,083 | $673K |
| Proactive Wealth Strategies LLC | 0.32% | Reduce -1.7% | 1,082 | $672K |
| West Oak Capital, LLC | 0.34% | No change | 1,081 | $671K |
| Hanson & Doremus Investment Management | 0.09% | No change | 1,081 | $671K |
| SYM FINANCIAL Corp | 0.08% | New | 1,080 | $671K |
| United Bank | 0.26% | No change | 1,079 | $670K |
| Cypress Point Wealth Management, LLC | 0.16% | Add +55.3% | 1,078 | $669K |
| Innova Wealth Partners | 0.39% | Reduce -2.6% | 1,077 | $669K |
| Midwest Capital Advisors, LLC | 0.35% | Reduce -6.0% | 1,075 | $667K |
| One Wealth Map LLC | 0.37% | Add +167.5% | 1,054 | $666K |
| Cardinal Point Capital Management ULC | 0.05% | Reduce -6.6% | 1,070 | $664K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -67.7% | 1,069 | $663K |
| Hamilton Point Investment Advisors, LLC | 0.11% | No change | 1,067 | $663K |
| Hofer & Associates. Inc | 0.41% | Reduce -0.2% | 1,065 | $661K |
| Townsend Asset Management Corp. /NC/ | 0.24% | Add +0.1% | 1,065 | $661K |
| High Probability Advisors, LLC | 0.10% | New | 1,064 | $661K |
| Beutel, Goodman & Co Ltd. | 0.00% | New | 1,064 | $660K |
| Kathmere Capital Management, LLC | 0.05% | Add +52.4% | 1,061 | $659K |
| West Michigan Advisors, LLC | 0.19% | Add +1.4% | 1,061 | $659K |
| FourThought Financial Partners, LLC | 0.07% | No change | 1,061 | $659K |
| GK Wealth Management LLC | 0.65% | Reduce -10.6% | 1,058 | $657K |
| Ables, Iannone, Moore & Associates, Inc. | 0.41% | Add +193.6% | 1,057 | $656K |
| HMS Capital Management, LLC | 0.30% | Reduce -0.8% | 1,056 | $656K |
| Hunter Associates Investment Management LLC | 0.10% | No change | 1,054 | $655K |
| Wealthstar Advisors, LLC | 0.25% | No change | 1,049 | $652K |
| American Investment Services, Inc. | 0.17% | Reduce -24.9% | 1,045 | $649K |
| Regatta Capital Group, LLC | 0.11% | Add +2.3% | 1,043 | $648K |
| Seven Mile Advisory | 0.39% | No change | 1,041 | $646K |
| Verity & Verity, LLC | 0.06% | Reduce -27.2% | 1,040 | $646K |
| Blue Capital, Inc. | 0.46% | — | 1,039 | $645K |
| Iron Horse Wealth Management, LLC | 0.19% | Add +3.4% | 1,035 | $643K |
| Wealthspan Partners, LLC | 0.27% | Reduce -1.1% | 1,033 | $641K |
| Retirement Guys Formula LLC | 0.24% | Reduce -5.8% | 1,122 | $639K |
| Delta Asset Management LLC | 0.06% | No change | 1,029 | $639K |
| Penobscot Investment Management Company, Inc. | 0.05% | No change | 1,028 | $638K |
| Resolute Wealth Strategies, LLC | 0.34% | Reduce -0.9% | 1,023 | $635K |
| City State Bank | 0.20% | Add +2.5% | 1,022 | $635K |
| BTG Pactual Asset Management US LLC | 0.09% | Add +25.6% | 1,022 | $635K |
| Compass Wealth Management LLC | 0.15% | Reduce -0.2% | 1,020 | $633K |
| Passive Capital Management, LLC. | 0.20% | No change | 1,020 | $633K |
| Marco Investment Management LLC | 0.05% | Reduce -1.6% | 1,019 | $633K |
| Milestone Asset Management, LLC | 0.13% | Add +0.2% | 1,017 | $632K |
| Everstar Asset Management, LLC | 0.39% | New | 1,017 | $631K |
| Austin Wealth Management, LLC | 0.11% | Add +1.1% | 993 | $631K |
| LongView Asset Management LLC | 0.47% | Reduce -4.7% | 1,009 | $626K |
| Hills Bank & Trust Co | 0.04% | Reduce -10.1% | 1,008 | $626K |
| Stonebrook Private Inc. | 0.15% | Add +0.1% | 1,004 | $624K |
| Seaside Wealth Management, Inc. | 0.20% | Reduce -33.4% | 1,003 | $623K |
| Gleason Group, Inc. | 0.07% | Add +0.3% | 1,003 | $623K |
| Wealthstream Advisors, Inc. | 0.10% | Add +5.2% | 997 | $619K |
| United Bank | 0.07% | No change | 996 | $618K |
| Tactive Advisors, LLC | 0.20% | — | 996 | $618K |
| Ipsen Advisor Group LLC | 0.47% | Add +0.3% | 996 | $618K |
| Private Management Group Inc. | 0.02% | Reduce -2.0% | 995 | $618K |
| Bowman & Co S.C. | 0.28% | Add +59.6% | 993 | $617K |
| Triangle Securities Wealth Management | 0.15% | Add +101.6% | 992 | $616K |
| Frazier Financial Advisors, LLC | 0.43% | Reduce -2.8% | 991 | $615K |
| Key Client Fiduciary Advisors, LLC | 0.25% | Reduce -1.5% | 988 | $613K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +4.4% | 987 | $613K |
| Monument Group Wealth Advisors, LLC | 0.39% | Add +0.2% | 987 | $613K |
| Valued Wealth Advisors LLC | 0.32% | Reduce -10.9% | 986 | $612K |
| Rothschild Capital Partners, LLC | 0.16% | Add +4.2% | 986 | $612K |
| Cypress Capital, LLC | 0.18% | No change | 985 | $612K |
| TrueWealth Advisors, LLC | 0.18% | Reduce -31.1% | 983 | $610K |
| Investment Planning Advisors, Inc. | 0.22% | Add +14.1% | 980 | $609K |
| First Nebraska Trust Co | 0.06% | No change | 973 | $604K |
| Paladin Wealth, LLC | 0.47% | Add +38.3% | 972 | $604K |
| Stonekeep Investments, LLC | 0.40% | Reduce -5.2% | 967 | $600K |
| Up Strategic Wealth Investment Advisors LLC | 0.47% | Add +2.5% | 965 | $599K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -4.5% | 962 | $597K |
| BIP Alliance, LLC | 0.23% | No change | 961 | $597K |
| Prosperity Planning, Inc. | 0.24% | Reduce -34.8% | 958 | $595K |
| AssuredPartners Investment Advisors, LLC | 0.14% | Reduce -43.3% | 955 | $593K |
| Union Savings Bank | 0.27% | Add +6.9% | 931 | $591K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -32.2% | 1,197 | $590K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -1.9% | 948 | $589K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.10% | Reduce -0.9% | 947 | $588K |
| Cambridge Advisors Inc. | 0.12% | Reduce -2.7% | 947 | $588K |
| Smith & Howard Wealth Management, LLC | 0.15% | No change | 944 | $586K |
| Aries Wealth Management | 0.15% | No change | 943 | $586K |
| Grey Fox Wealth Advisors, LLC | 0.14% | Reduce -2.5% | 942 | $585K |
| Mascagni Wealth Management, Inc. | 0.50% | No change | 938 | $582K |
| Prospect Financial Services LLC | 0.36% | New | 938 | $582K |
| BCO Wealth Management LLC | 0.41% | No change | 935 | $581K |
| Matauro, LLC | 0.11% | Reduce -5.8% | 934 | $580K |
| AdviceOne Advisory Services, LLC | 0.43% | No change | 934 | $580K |
| Brio Consultants, LLC | 0.08% | Add +3.9% | 933 | $579K |
| Piedmont Capital Management, LLC | 0.33% | Add +2.5% | 931 | $578K |
| Level Financial Advisors | 0.18% | No change | 930 | $578K |
| Silverlake Wealth Management LLC | 0.17% | Add +57.9% | 930 | $578K |
| Reyes Financial Architecture, Inc. | 0.50% | Reduce -34.6% | 930 | $577K |
| Security National Bank of So Dak | 0.31% | Reduce -55.2% | 930 | $577K |
| RVW Wealth, LLC | 0.05% | No change | 930 | $577K |
| Tidemark, LLC | 0.19% | Reduce -7.9% | 927 | $575K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 925 | $574K |
| TruWealth Advisors, LLC | 0.03% | Reduce -0.1% | 925 | $574K |
| Beacon Financial Strategies CORP | 0.36% | No change | 925 | $574K |
| Mirador Capital Partners LP | 0.09% | Reduce -5.6% | 924 | $574K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.93% | Reduce -28.8% | 922 | $572K |
| Richardson Capital Management LLC | 0.30% | Reduce -0.1% | 918 | $570K |
| Monte Financial Group, LLC | 0.22% | Add +5.9% | 918 | $570K |
| Nestegg Advisors, Inc. | 0.55% | Reduce -15.1% | 917 | $570K |
| Elm3 Financial Group, LLC | 0.47% | Reduce -18.1% | 917 | $569K |
| Willner & Heller, LLC | 0.48% | Add +2.9% | 917 | $569K |
| Howard Capital Management Group, LLC | 0.04% | Add +7.8% | 915 | $568K |
| Hurley Capital, LLC | 0.40% | Add +54.3% | 915 | $568K |
| Matrix Private Capital Group LLC | 0.33% | Reduce -8.9% | 914 | $568K |
| Heritage Wealth Management, Inc. | 0.18% | Add +4.6% | 913 | $567K |
| Eclectic Associates Inc. | 0.12% | No change | 913 | $567K |
| Mark Sheptoff Financial Planning, LLC | 0.30% | Reduce -0.6% | 912 | $566K |
| Quattro Financial Advisors LLC | 0.20% | Add +115.1% | 910 | $565K |
| Jacksonville Wealth Management, LLC | 0.45% | No change | 908 | $564K |
| KKM Financial LLC | 0.20% | No change | 908 | $564K |
| Arkos Global Advisors | 0.08% | Reduce -1.5% | 906 | $563K |
| Castle Rock Wealth Management, LLC | 0.13% | No change | 887 | $562K |
| LVM Capital Management Ltd. | 0.06% | No change | 903 | $561K |
| Noesis Capital Mangement Corp. | 0.10% | Add +18.2% | 903 | $561K |
| Joel Adams & Associates, Inc. | 0.50% | Reduce -8.1% | 902 | $560K |
| Cravens & Co Advisors, LLC | 0.42% | No change | 900 | $559K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.25% | Reduce -2.9% | 900 | $559K |
| Bell Bank | 0.03% | Reduce -4.1% | 894 | $555K |
| Exchange Bank | 0.44% | Add +6.8% | 892 | $554K |
| Hall Laurie J Trustee | 0.18% | No change | 892 | $554K |
| Lodestone Wealth Management LLC | 0.27% | Add +0.2% | 889 | $552K |
| Vestia Personal Wealth Advisors | 0.38% | Reduce -1.8% | 888 | $552K |
| Kickstand Ventures, Llc. | 0.13% | Reduce -0.1% | 888 | $551K |
| Hazlett, Burt & Watson, Inc. | 0.23% | Reduce -15.9% | 886 | $550K |
| Peachtree Investment Partners, LLC | 0.21% | Reduce -49.0% | 883 | $548K |
| Global Wealth Strategies & Associates | 0.16% | Reduce -8.8% | 882 | $547K |
| Crews Bank & Trust | 0.09% | Reduce -2.5% | 880 | $546K |
| Avity Investment Management Inc. | 0.04% | Add +0.5% | 879 | $546K |
| Peregrine Asset Advisers, Inc. | 0.17% | Reduce -10.2% | 878 | $545K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -49.7% | 877 | $545K |
| Jackson Square Capital, LLC | 0.12% | Reduce -29.8% | 875 | $543K |
| Premier Financial Group | 0.15% | — | 841 | $542K |
| KM Capital Management Ltd. | 0.27% | Reduce -23.9% | 871 | $541K |
| Victory Financial Group, LLC | 0.09% | Reduce -16.8% | 870 | $540K |
| Revere Asset Management, Inc | 0.26% | Reduce -61.3% | 869 | $540K |
| Greenfield Savings Bank | 0.24% | Add +2.0% | 869 | $540K |
| Denver Wealth Management, Inc. | 0.22% | Add +52.6% | 867 | $538K |
| Vawter Financial, Ltd. | 6.07% | Reduce -90.6% | 866 | $538K |
| RW Investment Management LLC | 0.06% | Reduce -3.9% | 865 | $537K |
| Andrew Hill Investment Advisors, Inc. | 0.43% | Reduce -12.9% | 864 | $537K |
| Channel Wealth LLC | 0.15% | Add +52.5% | 863 | $536K |
| SJS Investment Consulting Inc. | 0.08% | Reduce -61.3% | 861 | $535K |
| Whitener Capital Management, Inc. | 0.14% | Reduce -0.5% | 860 | $534K |
| Alpha Zero LLC | 0.35% | No change | 860 | $534K |
| Cornerstone National Bank & Trust Co | 0.23% | Reduce -49.3% | 857 | $532K |
| WealthTrust Asset Management, LLC | 0.40% | Add +6.6% | 857 | $532K |
| Holderness Investments Co. | 0.11% | No change | 854 | $530K |
| L.M. Kohn & Company | 0.14% | Reduce -45.7% | 854 | $530K |
| Westside Investment Management, Inc. | 0.10% | No change | 849 | $528K |
| Am Investment Strategies LLC | 0.12% | Add +0.1% | 847 | $525K |
| Reynders McVeigh Capital Management, LLC | 0.03% | Add +23.4% | 844 | $524K |
| Fayez Sarofim & Co | 0.00% | Reduce -44.5% | 841 | $522K |
| Inscription Capital, LLC | 0.07% | Reduce -27.7% | 838 | $520K |
| Eagle Global Advisors LLC | 0.02% | Reduce -1.9% | 836 | $519K |
| First City Capital Management, Inc. | 0.30% | No change | 835 | $518K |
| WealthCare Investment Partners, LLC | 0.19% | Reduce -0.8% | 823 | $517K |
| Buttonwood Financial Advisors Inc. | 0.21% | Reduce -0.6% | 832 | $516K |
| Grove Street Fiduciary, LLC | 0.25% | No change | 831 | $516K |
| Annandale Capital, LLC | 0.10% | No change | 829 | $515K |
| Retirement Capital Strategies | 0.20% | Reduce -5.3% | 827 | $513K |
| Peoples Financial Services Corp. | 0.25% | Reduce -75.1% | 826 | $513K |
| Fairview Capital Investment Management, LLC | 0.03% | No change | 824 | $512K |
| W1M Investment Management Ltd | 0.01% | Add +27.1% | 820 | $509K |
| Canandaigua National Trust Co of Florida | 0.36% | No change | 818 | $508K |
| Sentinel Wealth Management, Inc. | 0.48% | — | 815 | $506K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -20.4% | 815 | $506K |
| Parkwoods Wealth Partners, LLC | 0.29% | No change | 813 | $505K |
| Meridian Investment Counsel Inc. | 0.14% | No change | 810 | $503K |
| Covenant Partners, LLC | 0.15% | Reduce -7.7% | 808 | $502K |
| Longview Financial Advisors, Inc. | 0.42% | Reduce -1.7% | 802 | $498K |
| Sage Private Wealth Group, LLC | 0.32% | Add +0.1% | 802 | $498K |
| Taylor Financial Group, Inc. | 0.31% | Reduce -2.8% | 797 | $495K |
| Beckerman Institutional, LLC | 0.33% | No change | 796 | $494K |
| Pointe Capital Management LLC | 0.26% | Reduce -10.6% | 794 | $493K |
| Three Magnolias Financial Advisors, LLC | 0.34% | Reduce -4.5% | 791 | $491K |
| Trevian Wealth Management LLC | 0.30% | Add +7.6% | 791 | $491K |
| O'ROURKE & COMPANY, Inc | 0.23% | Reduce -0.8% | 789 | $490K |
| Westshore Wealth, LLC | 0.19% | No change | 789 | $490K |
| Petra Financial Advisors Inc. | 0.31% | Add +2.2% | 788 | $489K |
| Challenger Wealth Management | 0.34% | Reduce -10.1% | 787 | $489K |
| Fagan Associates, Inc. | 0.08% | No change | 786 | $488K |
| Vectors Research Management, LLC | 0.17% | Reduce -2.0% | 785 | $487K |
| von Borstel & Associates, Inc. | 0.13% | No change | 765 | $485K |
| Quantum Financial Advisors, LLC | 0.07% | No change | 779 | $484K |
| J. L. Bainbridge & Co., Inc. | 0.04% | No change | 778 | $483K |
| Grange Capital, LLC | 0.50% | Reduce -16.4% | 777 | $482K |
| Ellsworth Advisors, LLC | 0.12% | Add +6.3% | 777 | $482K |
| DiNuzzo Private Wealth, Inc. | 0.06% | Reduce -0.6% | 776 | $482K |
| Priebe Wealth Holdings LLC | 0.42% | No change | 776 | $482K |
| Orange Investment Advisors, Inc. | 0.05% | No change | 775 | $481K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 775 | $481K |
| Kaizen Financial Strategies | 0.24% | No change | 773 | $480K |
| LVW Advisors, LLC | 0.05% | Reduce -0.5% | 773 | $480K |
| First Pacific Financial | 0.07% | Add +23.5% | 773 | $480K |
| Core Wealth Partners LLC | 0.24% | Add +0.1% | 770 | $478K |
| Marietta Investment Partners LLC | 0.10% | No change | 767 | $476K |
| Columbia Asset Management | 0.09% | No change | 766 | $476K |
| Baxter Bros Inc. | 0.06% | No change | 766 | $476K |
| Compass Planning Associates Inc | 0.44% | Add +0.1% | 765 | $475K |
| Riverview Trust Co | 0.59% | Reduce -2.5% | 765 | $475K |
| RMR Wealth Builders | 0.04% | Add +0.3% | 763 | $474K |
| Holcombe Financial, Inc. | 0.36% | No change | 760 | $472K |
| Burns J W & Co. Inc. | 0.06% | Reduce -5.6% | 760 | $472K |
| OneAscent Family Office, LLC | 0.45% | New | 758 | $471K |
| Obsidian Personal Planning Solutions LLC | 0.19% | No change | 758 | $471K |
| Finley Financial, LLC | 0.24% | No change | 755 | $469K |
| Nicholson Meyer Capital Management, Inc. | 0.40% | Reduce -2.3% | 754 | $468K |
| Axis Wealth Partners, LLC | 0.31% | Reduce -8.3% | 753 | $468K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.11% | No change | 750 | $466K |
| OLIO Financial Planning | 0.15% | Add +0.1% | 750 | $465K |
| Private Wealth Group, LLC | 0.25% | No change | 749 | $465K |
| Equita Financial Network, Inc. | 0.18% | Reduce -94.5% | 748 | $464K |
| Retireful, LLC | 0.32% | New | 745 | $463K |
| Integrity Financial Corp | 0.24% | No change | 745 | $463K |
| Financial Security Advisor, Inc. | 0.11% | Add +0.3% | 744 | $462K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 741 | $460K |
| Clarity Wealth Development LLC | 0.46% | No change | 740 | $459K |
| Chris Bulman Inc | 0.26% | Reduce -18.9% | 737 | $458K |
| Guided Capital Wealth Management, LLC | 0.35% | No change | 736 | $457K |
| Sanders Morris Harris LLC | 0.11% | Reduce -83.7% | 735 | $456K |
| Mountain Capital Investment Advisors Inc. | 0.09% | Reduce -15.9% | 734 | $456K |
| Hillman Capital Management, Inc. | 0.25% | No change | 732 | $454K |
| NewSquare Capital LLC | 0.03% | Add +8.5% | 731 | $454K |
| Quest Investment Management LLC | 0.05% | Reduce -3.3% | 731 | $454K |
| Capital Market Strategies LLC | 0.32% | Reduce -1.2% | 731 | $454K |
| Clarity Financial LLC | 0.05% | Reduce -0.1% | 730 | $453K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 730 | $453K |
| Astoria Portfolio Advisors LLC. | 0.13% | Add +3.8% | 711 | $453K |
| Core Alternative Capital | 0.12% | Reduce -3.1% | 724 | $450K |
| Financial Strategies Group, Inc. | 0.09% | Reduce -20.1% | 717 | $449K |
| Hilltop Partners LLC | 0.14% | Add +28.8% | 721 | $448K |
| St. Louis Trust Co | 0.06% | No change | 720 | $447K |
| Lewis Asset Management, LLC | 0.21% | New | 720 | $447K |
| Rainier Family Wealth Inc. | 0.45% | Add +74.1% | 719 | $447K |
| Cornerstone Planning Group LLC | 0.09% | Reduce -38.2% | 706 | $446K |
| Coston, McIsaac & Partners | 0.12% | No change | 717 | $445K |
| Western Pacific Wealth Management, LP | 0.43% | Add +5400.0% | 715 | $444K |
| O'Brien Greene & Co. Inc | 0.14% | No change | 713 | $443K |
| Cordgrass Capital Advisors, LLC | 0.12% | No change | 712 | $442K |
| WorthPointe, LLC | 0.18% | No change | 707 | $439K |
| Strategent Financial, LLC | 0.34% | No change | 706 | $438K |
| Fogel Capital Management, Inc. | 0.23% | Add +1.1% | 705 | $438K |
| Sterling Group Wealth Management, LLC | 0.24% | Reduce -4.0% | 705 | $438K |
| Evelyn Partners Asset Management Ltd | 0.11% | No change | 701 | $435K |
| Blue Fin Capital, Inc. | 0.07% | Reduce -77.3% | 701 | $435K |
| Kidder Stephen W | 0.13% | Reduce -6.7% | 700 | $435K |
| Emprise Bank | 0.21% | Reduce -14.1% | 699 | $434K |
| Farrell Financial LLC | 0.29% | Reduce -1.6% | 696 | $432K |
| Legacy Financial Group LLC | 0.06% | No change | 695 | $432K |
| Insight Wealth Partners, LLC | 0.24% | No change | 694 | $431K |
| Total Wealth Planning, LLC | 0.05% | Reduce -36.3% | 693 | $430K |
| Clark Financial Services Group Inc. | 0.26% | Add +0.6% | 691 | $429K |
| Sutton Place Investors LLC | 0.26% | Add +5.0% | 691 | $429K |
| Finer Wealth Management, Inc. | 0.23% | Reduce -6.6% | 691 | $429K |
| Holistic Financial Partners | 0.19% | New | 691 | $429K |
| Cornerstone Select Advisors, LLC | 0.38% | No change | 690 | $428K |
| Barr E S & Co. | 0.02% | No change | 690 | $428K |
| Financial & Tax Architects, LLC | 0.10% | Reduce -48.6% | 689 | $428K |
| Elser Financial Planning, Inc | 0.53% | Reduce -0.4% | 688 | $427K |
| Fielder Capital Group LLC | 0.11% | Reduce -3.2% | 688 | $427K |
| Center For Asset Management LLC | 0.26% | Reduce -0.4% | 721 | $426K |
| Delta Financial Advisors LLC | 0.15% | Add +1.9% | 686 | $426K |
| Mitchell Sinkler & Starr | 0.20% | No change | 686 | $426K |
| NWK Group, Inc. | 0.15% | No change | 685 | $425K |
| Pinnacle Financial Group, LLC / IL | 0.14% | Reduce -23.6% | 684 | $425K |
| Highland Financial Advisors, LLC | 0.14% | No change | 684 | $425K |
| Fortune Financial Advisors, LLC | 0.34% | Reduce -2.7% | 681 | $423K |
| Sendero Wealth Management, LLC | 0.05% | No change | 679 | $422K |
| Reliant Investment Partners, LLC | 0.37% | No change | 679 | $422K |
| City Holding Co. | 0.06% | Add +1.3% | 679 | $422K |
| Hassell Wealth Management, LLC | 0.15% | Reduce -4.6% | 657 | $419K |
| Dravo Bay LLC | 0.20% | No change | 674 | $418K |
| Somerville Kurt F | 0.07% | Reduce -5.4% | 671 | $417K |
| Leading Edge Financial Planning LLC | 0.12% | Add +11.7% | 669 | $416K |
| Hamilton Wealth, LLC | 0.09% | No change | 669 | $415K |
| Vantage Point Financial LLC | 0.18% | Add +0.9% | 666 | $414K |
| Palo Alto Wealth Advisors, LLC | 0.16% | Add +0.3% | 664 | $412K |
| Synergy Financial Group, LTD | 0.30% | Add +2.5% | 661 | $410K |
| TL Private Wealth | 0.17% | Reduce -6.3% | 653 | $407K |
| Promus Capital, LLC | 0.26% | No change | 655 | $407K |
| Great Diamond Partners, LLC | 0.08% | New | 647 | $402K |
| Valtinson Bruner Financial Planning LLC | 0.13% | Add +63.0% | 647 | $401K |
| Aspire Growth Partners LLC | 0.33% | Add +0.3% | 642 | $399K |
| Traction Financial Partners, LLC | 0.27% | New | 642 | $399K |
| Dover Advisors, LLC | 0.17% | Reduce -10.5% | 640 | $397K |
| Ballentine Capital Advisors, Inc | 0.19% | Reduce -5.5% | 638 | $396K |
| Family Capital Trust Co | 0.14% | Reduce -0.6% | 636 | $395K |
| Sawgrass Asset Management LLC | 0.04% | New | 635 | $394K |
| Presper Financial Architects, LLC | 0.29% | — | 635 | $394K |
| Lauterbach Financial Advisors, LLC | 0.22% | No change | 633 | $393K |
| D'Orazio & Associates, Inc. | 0.06% | No change | 632 | $393K |
| Aurora Private Wealth, Inc. | 0.29% | Reduce -60.8% | 631 | $392K |
| Security Financial Services, INC. | 0.07% | Reduce -33.1% | 629 | $391K |
| Altura Wealth Advisors Inc. | 0.22% | New | 628 | $390K |
| LifeSteps Financial, Inc. | 0.27% | No change | 627 | $389K |
| Kirtland Hills Capital Management, LLC | 0.18% | New | 627 | $389K |
| American Money Management, LLC | 0.07% | Reduce -3.9% | 625 | $388K |
| Kiker Wealth Management, LLC | 0.22% | Reduce -27.7% | 625 | $388K |
| CGC Financial Services, LLC | 0.13% | Reduce -4.9% | 623 | $387K |
| American Capital Advisory, LLC | 0.19% | No change | 622 | $386K |
| SoundView Advisors Inc. | 0.14% | Add +2.0% | 621 | $385K |
| SevenBridge Financial Group, LLC | 0.07% | Reduce -6.2% | 595 | $384K |
| Park Edge Advisors, LLC | 0.10% | Reduce -9.1% | 618 | $384K |
| Fourth Dimension Wealth, LLC | 0.16% | No change | 618 | $384K |
| Balance Wealth Partners LLC | 0.22% | Add +9.3% | 614 | $381K |
| Invenio Wealth Partners LLC | 0.15% | No change | 614 | $381K |
| Lynx Investment Advisory | 0.25% | Add +0.3% | 613 | $381K |
| White Knight Strategic Wealth Advisors, LLC | 0.32% | Reduce -1.1% | 613 | $381K |
| Beacon Wealthcare LLC | 0.14% | Add +1.5% | 612 | $380K |
| Lawson Kroeker Investment Management Inc. | 0.07% | No change | 612 | $380K |
| IPG Investment Advisors LLC | 0.07% | Reduce -3.5% | 611 | $379K |
| Planning Directions Inc. | 0.21% | Reduce -16.3% | 611 | $379K |
| Nicholas Wealth, LLC. | 0.33% | No change | 607 | $377K |
| Lumbard & Kellner, LLC | 0.16% | Reduce -10.6% | 606 | $376K |
| Brogan Financial, Inc. | 0.17% | Add +0.3% | 606 | $376K |
| McCollum Christoferson Group LLC | 0.11% | No change | 605 | $376K |
| Kearns & Associates LLC | 0.22% | No change | 605 | $376K |
| Schiavi & Co LLC | 0.13% | No change | 605 | $376K |
| Horizon Investment Services, LLC | 0.16% | No change | 604 | $375K |
| Financial Life Advisors | 0.13% | No change | 602 | $374K |
| Verde Capital Management | 0.09% | Reduce -6.1% | 602 | $374K |
| Williams & Novak, LLC | 0.32% | No change | 601 | $373K |
| Community Bank of Raymore | 0.28% | No change | 600 | $373K |
| Graybill Wealth Management, LTD. | 0.12% | No change | 600 | $373K |
| Neumann Capital Management, LLC | 0.12% | Reduce -12.4% | 600 | $373K |
| Watchman Group, Inc. | 0.10% | New | 599 | $372K |
| JPL Wealth Management, LLC | 0.10% | Reduce -15.9% | 598 | $371K |
| Carson Advisory Inc. | 0.24% | Reduce -7.0% | 596 | $370K |
| Permanens Capital L.P. | 0.05% | Add +6.3% | 594 | $369K |
| Matthew Goff Investment Advisor, LLC | 0.07% | No change | 593 | $368K |
| SFG Wealth Management, LLC. | 0.22% | Add +8.8% | 593 | $368K |
| Hiley Hunt Wealth Management | 0.19% | Add +0.2% | 588 | $367K |
| Stablepoint Partners, LLC | 0.06% | Add +23.4% | 591 | $367K |
| Cambridge Financial Group, LLC | 0.14% | No change | 591 | $367K |
| G&S Capital LLC | 0.15% | No change | 590 | $366K |
| Buckhead Capital Management LLC | 0.14% | Add +0.2% | 590 | $366K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 588 | $365K |
| Strait & Sound Wealth Management LLC | 0.15% | Add +0.9% | 587 | $364K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -8.1% | 581 | $364K |
| Foguth Wealth Management, LLC. | 0.08% | Reduce -8.7% | 586 | $364K |
| SLT Holdings LLC | 0.28% | Add +19.4% | 585 | $363K |
| Eubel Brady & Suttman Asset Management Inc. | 0.05% | No change | 585 | $363K |
| Royal Fund Management, LLC | 0.04% | Add +0.3% | 584 | $363K |
| Prentice Wealth Management LLC | 0.10% | Reduce -1.7% | 584 | $363K |
| Afg Fiduciary Services Limited Partnership | 0.23% | No change | 584 | $362K |
| Letson Investment Management, Inc. | 0.14% | No change | 583 | $362K |
| Forthright Family Wealth Advisory LLC | 0.23% | New | 582 | $361K |
| Alpha Financial Advisors, LLC | 0.14% | Reduce -51.0% | 581 | $361K |
| Morton Brown Family Wealth, LLC | 0.11% | Reduce -7.0% | 580 | $360K |
| Fischer Financial Services, Inc. | 0.11% | No change | 586 | $360K |
| Seelaus Asset Management LLC | 0.32% | No change | 579 | $360K |
| MilWealth Group LLC | 0.09% | No change | 578 | $359K |
| Rolek Wealth Management LLC | 0.31% | Add +16.8% | 578 | $359K |
| Richmond Brothers, Inc. | 0.23% | Reduce -27.2% | 577 | $358K |
| Mid-American Wealth Advisory Group, Inc. | 0.17% | Reduce -25.7% | 577 | $358K |
| Wiser Advisor Group LLC | 0.62% | Reduce -15.5% | 576 | $358K |
| Orcam Financial Group | 0.31% | No change | 575 | $357K |
| Alhambra Investment Management LLC | 0.18% | Add +42.0% | 575 | $357K |
| Atticus Wealth Management, LLC | 0.10% | Add +357.6% | 572 | $355K |
| Total Investment Management Inc. | 0.05% | Reduce -1.2% | 571 | $355K |
| TCFG Wealth Management, LLC | 0.16% | New | 571 | $355K |
| Palisade Asset Management, LLC | 0.04% | Add +15.8% | 571 | $354K |
| Aventura Private Wealth, LLC | 0.15% | No change | 570 | $354K |
| Thrive Capital Management, LLC | 0.11% | New | 568 | $353K |
| Brown, Lisle/Cummings, Inc. | 0.09% | Add +503.2% | 567 | $352K |
| Hillcrest Wealth Advisors - NY, LLC | 0.17% | No change | 566 | $351K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 566 | $351K |
| LRI Investments, LLC | 0.03% | Add +623.1% | 564 | $350K |
| Cathy Pareto & Associates, Inc. | 0.29% | Reduce -6.9% | 563 | $350K |
| Texas Bank & Trust Co | 0.14% | No change | 563 | $350K |
| Allied Investment Advisors, LLC | 0.06% | Reduce -10.2% | 563 | $350K |
| Maltin Wealth Management, Inc. | 0.16% | Reduce -1.4% | 563 | $349K |
| Attessa Capital LLC | 0.22% | Add +6.9% | 559 | $347K |
| JARISLOWSKY, FRASER Ltd | 0.00% | No change | 558 | $346K |
| Pin Oak Investment Advisors Inc. | 0.29% | Reduce -26.9% | 616 | $346K |
| IMZ Advisory Inc | 0.14% | Add +0.7% | 548 | $346K |
| Novak & Powell Financial Services, Inc. | 0.24% | Add +0.2% | 557 | $346K |
| Summa Corp. | 0.18% | New | 555 | $345K |
| IMPACTfolio, LLC | 0.16% | No change | 552 | $343K |
| Purkiss Capital Advisors LLC | 0.19% | Reduce -3.8% | 551 | $342K |
| Wilkins Investment Counsel Inc. | 0.05% | No change | 550 | $341K |
| Cairn Investment Group, Inc. | 0.18% | Reduce -8.3% | 550 | $341K |
| Caitlin John, LLC | 0.31% | Reduce -17.0% | 548 | $340K |
| Blue Zone Wealth Advisors, LLC | 0.09% | Add +12.8% | 548 | $340K |
| Abacus Wealth Partners, LLC | 0.05% | Add +9.9% | 546 | $339K |
| Heritage Oak Wealth Advisors LLC | 0.13% | New | 544 | $338K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 544 | $338K |
| Grand Wealth Management, LLC | 0.17% | No change | 543 | $337K |
| Probity Advisors, Inc. | 0.06% | Reduce -5.7% | 542 | $337K |
| Capital Planning Advisors, LLC | 0.05% | Add +7.1% | 542 | $337K |
| Cambridge Capital Management, LLC | 0.18% | Reduce -2.0% | 541 | $336K |
| AG Asset Advisory, LLC | 0.29% | No change | 540 | $335K |
| B & T Capital Management DBA Alpha Capital Management | 0.06% | Reduce -22.2% | 539 | $335K |
| Richards, Merrill & Peterson, Inc. | 0.16% | Add +6.5% | 538 | $334K |
| Matisse Capital | 0.16% | No change | 538 | $334K |
| Duncan Williams Asset Management, LLC | 0.11% | Add +23.7% | 538 | $334K |
| Guardian Wealth Advisors, LLC | 0.20% | Reduce -9.8% | 535 | $332K |
| Motiv8 Investments LLC | 0.20% | Reduce -0.7% | 535 | $332K |
| Leisure Capital Management | 0.13% | New | 534 | $332K |
| Noble Family Wealth, LLC | 0.08% | No change | 533 | $331K |
| Three Cord True Wealth Management, LLC | 0.25% | Add +25.4% | 533 | $331K |
| Soros Capital Management LLC | 0.10% | No change | 532 | $330K |
| McDonough Capital Management, Inc | 0.18% | No change | 530 | $330K |
| Seneschal Advisors, LLC | 0.26% | No change | 530 | $329K |
| KOM Wealth Management Group, LLC | 0.26% | Reduce -2.6% | 529 | $328K |
| American State Bank (Iowa) | 0.18% | New | 526 | $327K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -25.8% | 526 | $327K |
| Puff Wealth Management, LLC | 0.53% | New | 523 | $325K |
| Hapanowicz & Associates Financial Services, Inc | 0.16% | No change | 521 | $323K |
| Broadway Wealth Solutions, Inc. | 0.20% | Add +3.6% | 518 | $322K |
| Rooted Wealth Advisors, Inc. | 0.11% | Add +5.1% | 513 | $321K |
| TriaGen Wealth Management LLC | 0.10% | Reduce -18.6% | 515 | $320K |
| Capital Research Global Investors | 0.00% | New | 518 | $320K |
| RHS Financial, LLC | 0.18% | Reduce -88.7% | 515 | $320K |
| Rosenblum Silverman Sutton S F Inc. | 0.08% | Reduce -11.2% | 515 | $320K |
| Family Legacy Financial Solutions, LLC | 0.27% | — | 514 | $319K |
| Eaton-Cambridge Inc. | 0.12% | No change | 514 | $319K |
| CPC Advisors, LLC | 0.04% | Reduce -28.9% | 514 | $319K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.13% | Add +0.2% | 513 | $319K |
| Citizens & Northern Corp. | 0.09% | Reduce -5.0% | 512 | $318K |
| Armstrong Henry H Associates Inc. | 0.03% | No change | 512 | $318K |
| Oak Hill Wealth Advisors, LLC | 0.07% | No change | 510 | $318K |
| Financial Harvest, LLC | 0.24% | New | 512 | $318K |
| Pekin Hardy Strauss, Inc. | 0.04% | Add +12.3% | 512 | $318K |
| Level Wealth Management LLC | 0.18% | No change | 509 | $316K |
| Sterling Investment Advisors, Ltd. | 0.07% | Add +1.2% | 509 | $316K |
| Asset Advisors Investment Management, LLC | 0.03% | Add +3.7% | 508 | $315K |
| Stonehearth Capital Management, LLC | 0.13% | No change | 506 | $314K |
| Paragon Advisors, LLC | 0.08% | Reduce -67.7% | 505 | $314K |
| Ssa Swiss Advisors AG | 0.15% | Reduce -13.9% | 495 | $313K |
| Kaufman Rossin Wealth, LLC | 0.20% | No change | 504 | $313K |
| Stanich Group LLC | 0.28% | Reduce -5.5% | 498 | $313K |
| FLP Wealth Management, LLC | 0.88% | Reduce -20.5% | 503 | $312K |
| Tribridge Partners Financial LLC | 0.18% | — | 502 | $312K |
| Prodigy Asset Management LLC | 0.20% | New | 502 | $312K |
| Schulhoff & Co. Inc. | 0.14% | No change | 502 | $312K |
| Harbour Trust & Investment Management Co | 0.03% | No change | 501 | $311K |
| Argus Investors' Counsel, Inc. | 0.22% | Reduce -15.7% | 500 | $310K |
| Legacy Bridge, LLC | 0.15% | No change | 500 | $310K |
| Belmont Capital, LLC | 0.05% | No change | 500 | $310K |
| BlackDiamond Wealth Management, LLC | 0.18% | Reduce -16.1% | 500 | $310K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -7.0% | 493 | $309K |
| Brian Low Financial Group, LLC | 0.29% | — | 497 | $309K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 495 | $307K |
| Knollwood Investment Advisory, LLC | 0.03% | No change | 495 | $307K |
| Carnegie Lake Advisors LLC | 0.12% | New | 495 | $307K |
| Sloy Dahl & Holst, LLC | 0.04% | Add +1.6% | 494 | $306K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.06% | Reduce -2.0% | 493 | $306K |
| Seros Financial, LLC | 0.19% | No change | 492 | $305K |
| SS&H Financial Advisors, Inc. | 0.10% | Reduce -27.1% | 492 | $305K |
| Wisconsin Wealth Advisors, LLC | 0.35% | No change | 489 | $304K |
| Walker Financial Services, Inc. | 0.14% | No change | 489 | $303K |
| Anchor Investment Management, LLC | 0.03% | Add +33.0% | 488 | $303K |
| Hartford Funds Management Co LLC | 0.03% | Reduce -74.3% | 486 | $302K |
| Wood Tarver Financial Group, LLC | 0.09% | No change | 487 | $302K |
| Northstar Asset Management Inc. | 0.08% | Reduce -9.0% | 485 | $301K |
| Optima Capital LLC | 0.16% | Reduce -6.0% | 484 | $301K |
| Ring Mountain Capital, LLC | 0.18% | Reduce -5.9% | 477 | $301K |
| Basepoint Wealth LLC | 0.23% | No change | 484 | $301K |
| Defined Financial Planning LLC | 0.27% | Add +3.7% | 480 | $300K |
| Tradewinds Capital Management, LLC | 0.08% | Add +0.4% | 483 | $300K |
| Clarity Asset Management, Inc. | 0.18% | Add +38.1% | 482 | $299K |
| Financial Alternatives, Inc | 0.19% | Reduce -8.2% | 481 | $299K |
| Intrepid Capital Management Inc. | 0.16% | Reduce -0.4% | 479 | $297K |
| Financial Enhancement Group LLC | 0.04% | Reduce -47.1% | 473 | $296K |
| Mittelman Wealth Management | 0.25% | Reduce -58.5% | 477 | $296K |
| Slocum, Gordon & Co LLP | 0.24% | No change | 474 | $294K |
| Ranch Capital Advisors Inc. | 0.13% | Reduce -13.7% | 474 | $294K |
| Xcel Wealth Management, LLC | 0.09% | Reduce -4.6% | 473 | $294K |
| HT Partners LLC | 0.09% | No change | 468 | $291K |
| Meredith Wealth Planning | 0.11% | Add +0.4% | 468 | $290K |
| Compass Financial Group, INC | 0.05% | Reduce -7.5% | 467 | $290K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.13% | No change | 466 | $289K |
| Reliant Wealth Planning | 0.11% | No change | 466 | $289K |
| Bravias Capital Group, LLC | 0.21% | Reduce -1.3% | 464 | $288K |
| Bernard Wealth Management Corp. | 0.13% | No change | 464 | $288K |
| Natural Investments, LLC | 0.07% | Add +19.6% | 464 | $288K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -5.7% | 463 | $288K |
| Intellectus Partners, LLC | 0.06% | No change | 463 | $288K |
| Mount Vernon Associates Inc. | 0.21% | Reduce -9.8% | 463 | $287K |
| BLVD Private Wealth, LLC | 0.27% | — | 462 | $287K |
| Shotwell Rutter Baer Inc | 0.19% | No change | 456 | $286K |
| Opes Wealth Management LLC | 0.05% | Reduce -6.1% | 461 | $286K |
| White & Co Financial Planning Inc | 0.23% | Reduce -12.1% | 463 | $286K |
| Hoey Investments, Inc. | 0.04% | No change | 460 | $286K |
| MTM Investment Management, LLC | 0.10% | No change | 459 | $285K |
| Verisail Partners, LLC | 0.12% | Add +1.1% | 458 | $284K |
| Yardley Wealth Management LLC | 0.16% | Reduce -2.5% | 458 | $284K |
| Redwood Park Advisors LLC | 0.22% | Reduce -13.1% | 456 | $283K |
| TFG Advisers LLC | 0.10% | Reduce -3.4% | 455 | $282K |
| Vestor Capital, LLC | 0.02% | Reduce -95.4% | 2,274 | $282K |
| Rochester Wealth Strategies, LLC | 0.20% | Add +0.2% | 454 | $282K |
| Financial Sense Advisors, Inc. | 0.07% | Reduce -17.1% | 454 | $282K |
| Canton Hathaway, LLC | 0.06% | Reduce -12.9% | 453 | $281K |
| Towne Trust Company, N.A | 0.10% | No change | 452 | $281K |
| First Wilshire Securities Management Inc. | 0.08% | No change | 452 | $281K |
| Cedar Point Capital Partners, LLC | 0.20% | No change | 451 | $280K |
| CV Advisors LLC | 0.09% | Reduce -8.9% | 451 | $280K |
| Terra Nova Asset Management LLC | 0.20% | Add +0.2% | 450 | $280K |
| Ellerson Group Inc. | 0.20% | No change | 450 | $279K |
| Fairfield, Bush & Co. | 0.16% | Reduce -8.7% | 450 | $279K |
| Shayne & Jacobs, LLC | 0.09% | Reduce -6.3% | 450 | $279K |
| Advocate Group LLC | 0.05% | Add +8.4% | 450 | $279K |
| Dock Street Asset Management Inc. | 0.03% | No change | 450 | $279K |
| Breakwater Investment Management | 0.11% | No change | 449 | $279K |
| First National Bank Sioux Falls | 0.10% | No change | 449 | $279K |
| Robinson Smith Wealth Advisors LLC | 0.22% | Reduce -17.2% | 448 | $278K |
| Crowley Wealth Management, Inc. | 0.25% | Add +168.7% | 446 | $277K |
| Vermillion Wealth Management, Inc. | 0.13% | Add +0.7% | 445 | $276K |
| Heritage Investors Management Corp. | 0.01% | Reduce -19.6% | 444 | $276K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | Add +10.2% | 444 | $276K |
| Synergy Asset Management, LLC | 0.03% | Add +1.4% | 443 | $275K |
| Citrine Capital LLC | 0.15% | Reduce -5.8% | 442 | $274K |
| Delos Wealth Advisors, LLC | 0.21% | Add +3.5% | 442 | $274K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -0.7% | 442 | $274K |
| Sunpointe, LLC | 0.11% | New | 440 | $273K |
| Copperwynd Financial, LLC | 0.07% | Reduce -18.6% | 438 | $272K |
| Tower Wealth Partners, Inc. | 0.16% | No change | 438 | $272K |
| Heritage Wealth Management, Inc. | 0.21% | No change | 436 | $271K |
| Sicart Associates LLC | 0.09% | New | 436 | $271K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 436 | $271K |
| BXM Wealth LLC | 0.32% | Add +10.1% | 435 | $270K |
| BNC Wealth Management, LLC | 0.08% | Add +2.8% | 435 | $270K |
| Visionary Horizons, LLC | 0.17% | Add +2.4% | 434 | $270K |
| Pacific Sage Partners, LLC | 0.05% | No change | 433 | $269K |
| Addison Capital Co | 0.09% | No change | 431 | $268K |
| First Citizens Financial Corp | 0.15% | No change | 430 | $267K |
| Graham Capital Wealth Management, LLC | 0.30% | Reduce -35.1% | 428 | $266K |
| Chilton Investment Co. Inc. | 0.01% | No change | 428 | $266K |
| Myecfo, LLC | 0.13% | No change | 428 | $265K |
| Accredited Investor Services, LLC | 0.20% | Reduce -21.4% | 426 | $265K |
| Oxbow Advisors, LLC | 0.03% | Reduce -0.9% | 426 | $265K |
| Define Financial, LLC | 0.17% | Add +0.2% | 424 | $263K |
| Atlas Wealth LLC | 0.13% | New | 423 | $263K |
| Cobler Capital Management, LLC | 0.26% | — | 2,300 | $262K |
| Manchester Financial Inc. | 0.05% | Add +12.5% | 422 | $262K |
| Tandem Financial, LLC | 0.25% | No change | 422 | $262K |
| Nova Wealth Management, Inc. | 0.19% | Reduce -28.4% | 422 | $262K |
| Columbia River Financial Group, LLC | 0.17% | No change | 413 | $262K |
| CarsonAllaria Wealth Management, Ltd. | 0.14% | Reduce -0.2% | 421 | $262K |
| Bellecapital International Ltd. | 0.05% | No change | 421 | $261K |
| Everest Private Wealth | 0.19% | No change | 420 | $261K |
| Providence First Trust Co | 0.09% | No change | 420 | $261K |
| Richardson Financial Services Inc. | 0.18% | Reduce -31.7% | 420 | $261K |
| Iron Gate Global Advisors LLC | 0.03% | Reduce -20.6% | 419 | $260K |
| First Fiduciary Investment Counsel, Inc. | 0.05% | Reduce -0.7% | 418 | $260K |
| Advisors Management Group Inc. | 0.05% | Add +3.0% | 418 | $260K |
| Altrius Capital Management Inc | 0.06% | No change | 417 | $259K |
| Foronjy Financial LLC | 0.12% | — | 416 | $258K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.08% | Reduce -1.9% | 415 | $258K |
| Mills Wealth Advisors LLC | 0.12% | Add +16.3% | 415 | $258K |
| Marmo Financial Group, LLC | 0.13% | Add +0.5% | 415 | $257K |
| ForthRight Wealth Management, LLC | 0.08% | New | 414 | $257K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.25% | Reduce -25.4% | 413 | $256K |
| Hobbs Wealth Management, LLC | 0.24% | No change | 413 | $256K |
| Financial Insights, Inc. | 0.09% | Reduce -0.7% | 412 | $256K |
| IFG Advisors, LLC | 0.04% | No change | 412 | $256K |
| Grant Private Wealth Management Inc | 0.14% | Reduce -67.7% | 408 | $253K |
| Berkshire Money Management, Inc. | 0.03% | Reduce -15.2% | 407 | $252K |
| Graney & King, LLC | 0.17% | No change | 406 | $252K |
| Old North State Wealth Management, LLC | 0.13% | Add +0.5% | 404 | $252K |
| Elevatus Welath Management | 0.08% | Add +0.5% | 406 | $252K |
| Red Mountain Financial, LLC | 0.28% | No change | 405 | $252K |
| Schwallier Wealth Management LLC | 0.15% | New | 405 | $252K |
| Marotta Asset Management | 0.05% | New | 405 | $251K |
| Provident Wealth Management, LLC | 0.08% | Reduce -0.3% | 404 | $251K |
| Midwest Financial Group LLC | 0.13% | Add +11.0% | 403 | $250K |
| CJM Wealth Advisers, Ltd. | 0.08% | Reduce -1.5% | 403 | $250K |
| Souders Financial Advisors | 0.03% | New | 402 | $250K |
| Empire Financial Management Company, LLC | 0.07% | Add +0.8% | 402 | $250K |
| Net Worth Advisory Group | 0.06% | New | 400 | $248K |
| American Asset Management Inc. | 0.23% | New | 400 | $248K |
| One Plus One Wealth Management, LLC | 0.14% | Reduce -4.8% | 400 | $248K |
| Aull & Monroe Investment Management Corp | 0.13% | No change | 400 | $248K |
| WoodTrust Financial Corp | 0.03% | Reduce -4.8% | 399 | $248K |
| Vaughan David Investments LLC | 0.01% | No change | 399 | $248K |
| Partners Wealth Management, LLC | 0.28% | No change | 439 | $248K |
| Clear Point Advisors Inc. | 0.21% | Add +0.3% | 398 | $247K |
| Quantum Financial Planning Services, Inc. | 0.12% | Reduce -16.7% | 398 | $247K |
| Braun-Bostich & Associates Inc. | 0.17% | No change | 397 | $246K |
| Riverview Capital Advisers, LLC | 0.07% | Reduce -24.1% | 396 | $246K |
| RFG Holdings, Inc. | 0.07% | Reduce -0.5% | 395 | $246K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 395 | $245K |
| Prosperitas Financial LLC | 0.12% | Reduce -9.2% | 395 | $245K |
| Sterling Financial Group, Inc. | 0.08% | No change | 393 | $244K |
| United Asset Strategies, Inc. | 0.02% | Add +2.1% | 392 | $243K |
| Stordahl Capital Management, Inc. | 0.05% | No change | 392 | $243K |
| Dumont & Blake Investment Advisors LLC | 0.06% | Reduce -0.5% | 391 | $243K |
| Horizon Advisory Services, Inc. | 0.13% | No change | 388 | $241K |
| 25 LLC | 0.09% | No change | 387 | $240K |
| 626 Financial, LLC | 0.11% | Add +0.3% | 387 | $240K |
| Tevis Investment Management | 0.15% | Reduce -37.8% | 385 | $239K |
| Brady Martz Wealth Solutions, LLC | 0.05% | New | 382 | $237K |
| Merrion Investment Management Co, LLC | 0.15% | No change | 382 | $237K |
| NBW Capital LLC | 0.05% | No change | 380 | $236K |
| Manning & Napier Advisors LLC | 0.00% | Add +2.1% | 380 | $236K |
| Thompson Davis & Co., Inc. | 0.16% | New | 379 | $235K |
| IMG Wealth Management, Inc. | 0.18% | Add +171.2% | 377 | $234K |
| Nichols & Pratt Advisers LLP | 0.02% | No change | 377 | $234K |
| 4WEALTH Advisors, Inc. | 0.24% | No change | 376 | $234K |
| Rise Advisors, LLC | 0.09% | Add +1.1% | 375 | $233K |
| Morgan Dempsey Capital Management LLC | 0.10% | New | 375 | $233K |
| Family Investment Center, Inc. | 0.05% | Reduce -2.1% | 373 | $232K |
| Byrne Asset Management LLC | 0.18% | New | 372 | $231K |
| Patrick M Sweeney & Associates, Inc. | 0.16% | No change | 365 | $229K |
| ShoreHaven Wealth Partners, LLC | 0.09% | Reduce -30.9% | 369 | $229K |
| Wallace Capital Management Inc. | 0.03% | No change | 368 | $229K |
| AJ Advisors, LLC | 0.10% | Add +0.3% | 368 | $229K |
| Abbot Financial Management, Inc. | 0.11% | No change | 368 | $228K |
| Farnam Financial LLC | 0.20% | Reduce -16.0% | 367 | $228K |
| Blue Chip Partners, LLC | 0.02% | New | 366 | $227K |
| Ironvine Capital Partners, LLC | 0.02% | Add +2.8% | 366 | $227K |
| Adamsbrown Wealth Consultants LLC | 0.07% | New | 366 | $227K |
| Ridgeline Wealth, LLC | 0.19% | Reduce -15.1% | 366 | $227K |
| Opinicus Capital, Inc. | 0.17% | Add +0.3% | 363 | $225K |
| Westend Capital Management, LLC | 0.07% | Add +1.7% | 363 | $225K |
| LaFleur & Godfrey LLC | 0.03% | Reduce -0.3% | 363 | $225K |
| Carmel Capital Partners, LLC | 0.08% | No change | 360 | $224K |
| Dohj, LLC | 0.06% | Reduce -17.2% | 415 | $223K |
| Plotkin Financial Advisors, LLC | 0.12% | New | 359 | $223K |
| Powell Investment Advisors, LLC | 0.08% | No change | 359 | $223K |
| Shira Ridge Wealth Management | 0.10% | New | 359 | $223K |
| Aft, Forsyth & Company, Inc. | 0.11% | Add +0.6% | 359 | $223K |
| Mach-1 Financial Group, LLC | 0.07% | New | 358 | $222K |
| Ergawealth Advisors, Inc. | 0.10% | New | 358 | $222K |
| Professional Financial Advisors, LLC | 0.05% | No change | 358 | $222K |
| J. W. Coons Advisors, LLC | 0.05% | No change | 357 | $222K |
| Dupree Financial Group, LLC | 0.09% | Reduce -13.6% | 356 | $221K |
| Polen Capital Management LLC | 0.00% | New | 355 | $220K |
| AIFG Consultants Ltd. | 0.43% | Reduce -42.9% | 355 | $220K |
| Fidelity D & D Bancorp Inc. | 0.13% | New | 354 | $220K |
| Seamount Financial Group Inc. | 0.11% | New | 352 | $219K |
| NDVR, Inc. | 0.20% | New | 352 | $219K |
| Hurlow Wealth Management Group, Inc. | 0.06% | New | 352 | $219K |
| GoalVest Advisory LLC | 0.05% | Reduce -54.1% | 352 | $219K |
| Blue Square Asset Management, LLC | 0.10% | New | 350 | $217K |
| Phoenix Financial Ltd. | 0.00% | New | 349 | $217K |
| Legacy Capital Group California, Inc. | 0.06% | New | 346 | $215K |
| Baron Wealth Management LLC | 0.08% | New | 346 | $215K |
| Concentrum Wealth Management | 0.07% | New | 345 | $214K |
| Northstar Group, Inc. | 0.03% | New | 345 | $214K |
| Paradigm Capital Management, LLC | 0.21% | New | 345 | $214K |
| Future Fund LLC | 0.10% | New | 344 | $214K |
| Sage Advisors, LLC | 0.15% | New | 343 | $213K |
| DMC Group, LLC | 0.17% | New | 342 | $212K |
| Belvedere Trading LLC | 0.02% | New | 342 | $212K |
| Moseley Investment Management Inc. | 0.07% | New | 341 | $212K |
| Riggs Asset Managment Co. Inc. | 0.05% | Reduce -4.2% | 341 | $212K |
| Vienna Asset Management LLC | 0.15% | Reduce -37.4% | 341 | $212K |
| CWC Advisors, LLC. | 0.11% | New | 339 | $210K |
| Atala Financial Inc | 0.14% | Add +206.4% | 337 | $209K |
| Columbia Advisory Partners LLC | 0.16% | New | 336 | $209K |
| Vannoy Advisory Group, Inc. | 0.14% | New | 336 | $209K |
| Nicholson Wealth Management Group, LLC | 0.13% | New | 335 | $208K |
| Ferguson Shapiro LLC | 0.07% | New | 334 | $207K |
| Capasso Planning Partners LLC | 0.12% | Reduce -42.8% | 332 | $206K |
| Gordian Advisors LLC | 0.15% | New | 332 | $206K |
| Wynn Capital, LLC | 0.11% | New | 331 | $206K |
| Pinkerton Wealth, LLC | 0.02% | New | 331 | $206K |
| Financial Connections Group, Inc. | 0.08% | Reduce -20.2% | 331 | $205K |
| Kellett Wealth Advisors, LLC | 0.13% | New | 330 | $205K |
| Clayton Financial Group LLC | 0.24% | Reduce -96.4% | 330 | $205K |
| McGrath & Associates, Inc. | 0.33% | New | 330 | $205K |
| Cooper Capital Advisors LLC | 0.20% | New | 329 | $204K |
| McGowan Group Asset Management, Inc. | 0.03% | New | 329 | $204K |
| Jacobs & Co. | 0.02% | New | 329 | $204K |
| Murphy & Mullick Capital Management Corp | 0.17% | Add +53.6% | 321 | $204K |
| Bridgewealth Advisory Group, LLC | 0.05% | New | 328 | $204K |
| Towerpoint Wealth, LLC | 0.09% | New | 328 | $203K |
| Spectrum Planning & Advisory Services Inc. | 0.13% | New | 327 | $203K |
| Cannon Advisors, Inc. | 0.16% | New | 325 | $202K |
| rebel Financial LLC | 0.09% | — | 325 | $202K |
| Yousif Capital Management, LLC | 0.00% | New | 325 | $202K |
| Envision Financial Planning, LLC | 0.09% | New | 324 | $201K |
| United Wealth Management, LLC | 0.06% | New | 323 | $201K |
| Battery Global Advisors, LLC | 0.10% | Reduce -19.6% | 323 | $201K |
| Paragon Private Wealth Management, LLC | 0.08% | New | 323 | $201K |
| Semmax Financial Advisors Inc. | 0.05% | Add +6.1% | 313 | $200K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 313 | $194K |
| Lowe Wealth Advisors, LLC | 0.07% | No change | 309 | $192K |
| Evergreen Private Wealth LLC | 0.08% | No change | 301 | $187K |
| Chapman Financial Group, LLC | 0.16% | — | 300 | $186K |
| Aberdeen Wealth Management LLC | 0.12% | New | 300 | $186K |
| Elevate Wealth Advisory, Inc. | 0.13% | Add +74.3% | 298 | $185K |
| Clark Wealth Partners | 0.12% | Reduce -55.4% | 297 | $184K |
| AllSquare Wealth Management LLC | 0.10% | No change | 297 | $184K |
| Main Management LLC | 0.01% | Reduce -39.1% | 297 | $184K |
| Anfield Capital Management, LLC | 0.06% | No change | 292 | $181K |
| Bellevue Asset Management, LLC | 0.09% | Reduce -4.0% | 290 | $180K |
| Millstone Evans Group, LLC | 0.12% | No change | 289 | $179K |
| Capital Investment Counsel, Inc | 0.02% | Reduce -8.6% | 288 | $179K |
| Stuart Chaussee & Associates, Inc. | 0.04% | No change | 282 | $175K |
| Perkins Coie Trust Co | 0.03% | No change | 273 | $170K |
| Kentucky Trust Co | 0.10% | Add +8.0% | 270 | $168K |
| DecisionPoint Financial, LLC | 0.04% | Reduce -27.9% | 269 | $167K |
| Morse Asset Management, Inc | 0.04% | Reduce -0.7% | 268 | $166K |
| Cedar Mountain Advisors, LLC | 0.03% | Add +0.4% | 267 | $166K |
| LFA - Lugano Financial Advisors SA | 0.09% | No change | 257 | $160K |
| Arjuna Capital | 0.04% | No change | 254 | $158K |
| Wolff Wiese Magana LLC | 0.10% | No change | 252 | $156K |
| Mill Capital Management, LLC | 0.01% | No change | 250 | $155K |
| Smallwood Wealth Investment Management, LLC | 0.09% | Add +2.5% | 243 | $151K |
| Weaver Capital Management LLC | 0.04% | Add +0.4% | 242 | $150K |
| First Financial Corp. | 0.07% | Reduce -38.0% | 241 | $150K |
| Christopher J. Hasenberg, Inc | 0.05% | No change | 234 | $145K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Add +29.0% | 227 | $141K |
| Friedenthal Financial | 0.08% | Add +7.1% | 227 | $141K |
| Bell Investment Advisors, Inc | 0.02% | Add +20.2% | 226 | $140K |
| Kozak & Associates, Inc. | 0.03% | No change | 222 | $139K |
| Rakuten Securities, Inc. | 0.05% | Add +1.4% | 218 | $135K |
| Covestor Ltd | 0.08% | Add +429.3% | 217 | $135K |
| ROSS\JOHNSON & Associates LLC | 2.77% | Reduce -60.9% | 217 | $135K |
| Financial Freedom, LLC | 0.07% | Add +0.5% | 216 | $134K |
| Cetera Trust Company, N.A | 0.08% | No change | 210 | $130K |
| IMA Advisory Services, Inc. | 0.01% | No change | 209 | $130K |
| Costello Asset Management, INC | 0.05% | No change | 199 | $123K |
| Insight Inv LLC | 0.08% | No change | 196 | $122K |
| Blume Capital Management, Inc. | 0.02% | Reduce -8.9% | 195 | $121K |
| Park Square Financial Group, LLC | 0.09% | Reduce -55.6% | 192 | $119K |
| Robinswood Financial LLC | 0.04% | Add +8.9% | 184 | $115K |
| Prudent Man Investment Management, Inc. | 0.06% | No change | 191 | $112K |
| North Ridge Wealth Advisors, Inc. | 0.07% | No change | 180 | $112K |
| Quaker Wealth Management, LLC | 0.04% | — | 177 | $110K |
| North Capital, Inc. | 0.09% | Reduce -10.2% | 176 | $109K |
| MPWM Advisory Solutions, LLC | 0.07% | Reduce -27.4% | 175 | $109K |
| Topsail Wealth Management, LLC | 0.02% | No change | 174 | $108K |
| Global Trust Asset Management, LLC | 0.06% | No change | 170 | $105K |
| WFA Asset Management Corp | 0.06% | Add +397.4% | 189 | $103K |
| Game Plan Financial Advisors, LLC | 0.05% | No change | 166 | $103K |
| Compass Financial Services Inc | 0.05% | Add +101.2% | 165 | $103K |
| Kopp Family Office, LLC | 0.06% | No change | 159 | $99K |
| Private Wealth Management Group, LLC | 0.03% | No change | 154 | $96K |
| Perritt Capital Management Inc | 0.05% | No change | 148 | $92K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -46.9% | 147 | $92K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.03% | No change | 143 | $89K |
| Aviso Financial Inc. | 0.00% | No change | 140 | $87K |
| Accredited Wealth Management, LLC | 0.07% | Reduce -9.8% | 138 | $86K |
| Your Advocates Ltd., LLP | 0.03% | Add +51.6% | 138 | $86K |
| Wealth Preservation Advisors, LLC | 0.05% | No change | 135 | $84K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -5.6% | 135 | $84K |
| Missouri Trust & Investment Co | 0.03% | Add +33.0% | 133 | $83K |
| Strategic Investment Management, LLC | 0.04% | Reduce -68.0% | 132 | $82K |
| Adirondack Trust Co. | 0.03% | Add +8.3% | 131 | $81K |
| Creative Capital Management Investments LLC | 0.03% | New | 129 | $80K |
| Godsey & Gibb, Inc. | 0.01% | Add +10.9% | 122 | $76K |
| PrairieView Partners, LLC | 0.01% | Add +4.4% | 118 | $73K |
| Legacies Wealth LLC | 0.05% | No change | 113 | $70K |
| Rice Partnership, LLC | 0.01% | Add +460.0% | 112 | $70K |
| Hartford Financial Management Inc. | 0.02% | No change | 107 | $66K |
| Knuff & Co LLC | 0.02% | Reduce -80.0% | 100 | $62K |
| Parkworth Wealth Management, Inc. | 0.04% | No change | 100 | $62K |
| Evolution Advisers, Inc. | 0.03% | No change | 100 | $62K |
| Hager Investment Management Services, LLC | 0.04% | New | 99 | $61K |
| Inlight Wealth Management, LLC | 0.03% | Reduce -8.5% | 97 | $60K |
| Thompson Investment Management, Inc. | 0.01% | No change | 96 | $60K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 95 | $59K |
| Horizon Bancorp Inc. | 0.03% | No change | 94 | $58K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 94 | $58K |
| Chesapeake Asset Management LLC | 0.05% | No change | 91 | $57K |
| WestEnd Advisors, LLC | 0.00% | Reduce -89.7% | 91 | $56K |
| Putney Financial Group LLC | 0.06% | Add +12.5% | 90 | $56K |
| Capital A Wealth Management, LLC | 0.58% | Reduce -69.5% | 109 | $52K |
| Eq Wealth Advisors, LLC | 0.03% | No change | 81 | $50K |
| MJT & Associates Financial Advisory Group, Inc. | 0.06% | Reduce -99.6% | 81 | $50K |
| Nalls Sherbakoff Group, LLC | 0.04% | Reduce -23.5% | 78 | $48K |
| Elevation Wealth Partners, LLC | 0.02% | Reduce -22.1% | 74 | $46K |
| Kennebec Savings Bank | 0.04% | No change | 69 | $43K |
| Tower View Wealth Management LLC | 0.02% | No change | 69 | $43K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 67 | $42K |
| Legacy Advisors, LLC | 0.61% | — | 24,030 | $39K |
| Eukles Asset Management | 0.01% | No change | 59 | $37K |
| Nvwm, LLC | 0.01% | Add +210.5% | 59 | $37K |
| Sittner & Nelson, LLC | 0.01% | No change | 57 | $35K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 55 | $34K |
| Marquette Asset Management, LLC | 0.01% | Reduce -34.2% | 52 | $32K |
| Pflug Koory, LLC | 0.02% | No change | 48 | $30K |
| Cheviot Value Management, LLC | 0.00% | Reduce -49.5% | 46 | $29K |
| Sawyer & Company, Inc | 0.01% | Add +12.5% | 36 | $27K |
| Birchbrook, Inc. | 0.01% | Reduce -51.2% | 40 | $25K |
| Citizens National Bank Trust Department | 0.01% | No change | 40 | $25K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 37 | $23K |
| Burkett Financial Services, LLC | 0.01% | No change | 37 | $23K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -16.3% | 36 | $22K |
| Marshall & Sullivan Inc. | 0.01% | New | 33 | $20K |
| Curio Wealth, LLC | 0.01% | Add +2700.0% | 28 | $17K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 28 | $17K |
| Decker Retirement Planning Inc. | 0.01% | New | 27 | $17K |
| 10Elms LLP | 0.02% | No change | 26 | $16K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 24 | $15K |
| Affinity Wealth LLC | 0.01% | Reduce -4.0% | 24 | $15K |
| WealthCollab, LLC | 0.01% | No change | 24 | $15K |
| GS Investments, Inc. | 0.01% | No change | 24 | $15K |
| Longview Financial Advisors LLC | 0.01% | No change | 22 | $14K |
| Bridge Generations Wealth Management LLC | 0.01% | No change | 22 | $14K |
| Asset Planning,Inc | 0.01% | No change | 22 | $14K |
| Sellwood Investment Partners LLC | 0.01% | No change | 21 | $13K |
| Gables Capital Management Inc. | 0.00% | No change | 16 | $10K |
| Albion Financial Group | 0.00% | Reduce -99.4% | 15 | $10K |
| Logan Capital Management Inc. | 0.00% | Reduce -29.4% | 12 | $7K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 11 | $7K |
| Vision Financial Markets LLC | 0.01% | Add +10.0% | 11 | $6K |
| Spurstone Advisory Services, LLC | 0.06% | Reduce -93.8% | 6 | $4K |
| Quantbot Technologies LP | 0.00% | New | 4 | $2K |
| Ball & Co Wealth Management Inc. | 0.00% | No change | 3 | $1K |
"% of holder's portfolio" is IVV's weight in each manager's 13F, not the share of iShares Core S&P 500 ETF the manager owns.