iShares Core S&P 500 ETFIVVETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 3,682 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 58 from Q2 2025. 120 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($47.7B), Northwestern Mutual Wealth Management Co. ($22.4B) and Envestnet Asset Management Inc. ($19.1B). 8 famous investors held it, including Ray Dalio (10.6% of Bridgewater Associates's portfolio), Israel Englander (4.1% of Millennium Management's portfolio) and Joel Greenblatt (1.1% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 120 | $4.0B |
| Exits | 49 | $682.2M |
All 13F filers, Q2 2025 → Q3 2025: 69,302,561 shares bought and 26,887,605 shares sold, net +42,414,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,682 holders
| BlackRock, Inc. | 0.84% | Add +0.3% | 71,298,133 | $47.7B |
| Northwestern Mutual Wealth Management Co. | 14.91% | Add +2.9% | 33,427,901 | $22.4B |
| Envestnet Asset Management Inc. | 5.50% | Add +0.7% | 28,570,831 | $19.1B |
| Marshall Wace, LLP | 20.40% | Add +28.5% | 27,524,315 | $18.4B |
| Morgan Stanley | 0.99% | Reduce -1.8% | 24,311,648 | $16.3B |
| Creative Planning | 11.63% | Add +2.3% | 22,735,267 | $15.2B |
| JPMorgan Chase & Co. | 0.94% | Reduce -21.8% | 22,105,313 | $14.8B |
| Royal Bank of Canada | 2.46% | Add +55.0% | 20,629,192 | $13.8B |
| Wells Fargo & Company | 2.57% | Add +5.9% | 18,747,397 | $12.5B |
| Jones Financial Companies LLLP | 7.79% | Add +3.6% | 17,201,745 | $11.4B |
| Bank of America Corp. | 0.85% | Reduce -20.3% | 16,987,863 | $11.4B |
| PNC Financial Services Group, Inc. | 6.27% | Add +0.5% | 15,453,057 | $10.3B |
| Goldman Sachs Group Inc. | 1.32% | Add +26.2% | 13,666,907 | $9.1B |
| Bank of New York Mellon Corp | 1.61% | Add +0.7% | 13,440,510 | $9.0B |
| Nisa Investment Advisors, LLC | 30.88% | Add +56.2% | 11,955,236 | $8.0B |
| Capula Management Ltd | 52.04% | Add +36.3% | 10,434,370 | $7.0B |
| LPL Financial LLC | 1.97% | Add +8.4% | 10,097,239 | $6.8B |
| First Command Advisory Services, Inc. | 44.75% | Reduce -7.8% | 9,226,747 | $6.2B |
| Northern Trust Corp. | 0.75% | Add +4.8% | 8,717,550 | $5.8B |
| Squarepoint Ops LLC | 11.76% | Add +7.7% | 8,236,884 | $5.5B |
| Ameriprise Financial Inc. | 1.22% | Add +0.0% | 7,918,929 | $5.3B |
| Millennium Management | 4.12% | Add +19.4% | 7,499,133 | $5.0B |
| CI Investments Inc. | 17.71% | No change | 7,277,282 | $4.9B |
| Truist Financial Corp. | 6.29% | Reduce -0.2% | 6,929,394 | $4.6B |
| Wealth Enhancement Advisory Services, LLC | 6.62% | Add +0.7% | 6,502,855 | $4.4B |
| Prudential Financial Inc. | 5.14% | Add +27.2% | 6,467,131 | $4.3B |
| Alyeska Investment Group, L.P. | 12.50% | Add +32.2% | 6,154,511 | $4.1B |
| US Bancorp \de | 4.78% | Add +2.2% | 6,023,396 | $4.0B |
| FMR LLC | 0.21% | Add +0.9% | 6,020,258 | $4.0B |
| Wealthspire Advisors, LLC | 18.40% | Add +1.0% | 5,257,772 | $3.5B |
| Alberta Investment Management Corp | 28.38% | Add +12.8% | 5,251,658 | $3.5B |
| Alliancebernstein L.P. | 1.09% | Add +2.2% | 5,189,297 | $3.5B |
| Mariner, LLC | 4.45% | Add +3.7% | 5,140,687 | $3.4B |
| Eisler Capital Management Ltd. | 74.05% | Add +346.1% | 4,963,000 | $3.3B |
| UBS Group AG | 0.62% | Add +53.9% | 4,772,201 | $3.2B |
| Bank of Montreal | 1.24% | Add +62.2% | 4,353,330 | $2.9B |
| National Pension Service | 2.14% | No change | 4,119,355 | $2.8B |
| Bridgewater Associates | 10.62% | Add +75.3% | 4,049,300 | $2.7B |
| Raymond James Financial Inc. | 0.87% | Reduce -4.6% | 4,025,265 | $2.7B |
| Captrust Financial Advisors | 5.44% | Add +2.8% | 3,985,784 | $2.7B |
| Cetera Investment Advisers | 3.04% | Add +111.1% | 3,909,105 | $2.6B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 18.18% | No change | 3,581,847 | $2.4B |
| Asset Management One Co., Ltd. | 6.28% | Add +0.4% | 3,236,841 | $2.2B |
| BNP Paribas Financial Markets | 1.69% | Add +1.9% | 3,189,043 | $2.1B |
| Michael & Susan Dell Foundation | 85.83% | No change | 3,145,697 | $2.1B |
| Corient Private Wealth LP | 3.29% | Add +15.3% | 3,479,224 | $2.1B |
| Keybank National Association | 7.33% | Add +4.3% | 3,116,790 | $2.1B |
| Envestnet Portfolio Solutions, Inc. | 7.56% | Add +1.3% | 3,065,138 | $2.1B |
| Commonwealth Equity Services, LLC | 2.47% | Reduce -0.3% | 2,846,025 | $1.9B |
| HighTower Advisors, LLC | 1.99% | Add +1.9% | 2,615,857 | $1.8B |
| Healthcare of Ontario Pension Plan Trust Fund | 3.26% | Add +0.2% | 2,611,443 | $1.7B |
| Choate Investment Advisors | 36.07% | Reduce -2.0% | 2,605,419 | $1.7B |
| Allianz Asset Management GmbH | 2.00% | Add +203.5% | 2,428,267 | $1.6B |
| Kedalion Capital Management LLP | 59.95% | Reduce -27.6% | 2,385,000 | $1.6B |
| AIA Group Ltd | 27.83% | Add +5.1% | 2,352,523 | $1.6B |
| Cerity Partners LLC | 2.51% | Add +2.0% | 2,309,968 | $1.5B |
| Pathstone Holdings, LLC | 5.71% | Reduce -5.8% | 2,234,087 | $1.5B |
| Cresset Asset Management, LLC | 6.57% | Add +12.0% | 2,230,271 | $1.5B |
| Korea Investment CORP | 3.02% | Add +62.3% | 2,197,094 | $1.5B |
| Bank of Nova Scotia | 2.43% | Add +74.4% | 2,034,092 | $1.4B |
| Greenleaf Trust | 12.37% | Reduce -0.9% | 2,033,275 | $1.4B |
| MKP Capital Management, L.L.C. | 52.03% | Reduce -11.6% | 1,939,406 | $1.3B |
| MML Investors Services, LLC | 3.18% | Reduce -10.2% | 1,779,473 | $1.2B |
| Neuberger Berman Group LLC | 0.87% | Add +0.9% | 1,768,216 | $1.2B |
| MAI Capital Management | 7.26% | Add +0.5% | 1,732,964 | $1.2B |
| Fifth Third Bancorp | 3.69% | Add +2.3% | 1,723,778 | $1.2B |
| Macquarie Group Ltd. | 1.32% | Add +61.7% | 1,689,368 | $1.1B |
| Osaic Holdings, Inc. | 1.58% | Reduce -0.7% | 1,708,934 | $1.1B |
| Focus Partners Wealth | 1.80% | Add +108.5% | 1,663,883 | $1.1B |
| Balyasny Asset Management L.P. | 2.29% | Add +3098.0% | 1,646,961 | $1.1B |
| Allianz SE | 23.34% | Add +3.6% | 1,640,740 | $1.1B |
| Jasper Ridge Partners, L.P. | 24.56% | Reduce -13.9% | 1,629,454 | $1.1B |
| Barings LLC | 20.93% | Add +1.1% | 1,603,253 | $1.1B |
| Fiduciary Trust Co | 11.96% | Add +0.2% | 1,577,352 | $1.1B |
| Fund Evaluation Group, LLC | 36.94% | Reduce -0.3% | 1,524,740 | $1.0B |
| Verition Fund Management LLC | 6.01% | New | 1,504,518 | $1.0B |
| Municipal Employees' Retirement System of Michigan | 11.48% | No change | 1,481,662 | $991.7M |
| Northwestern Mutual Investment Management Company, LLC | 13.62% | Reduce -9.9% | 1,406,900 | $941.6M |
| Johnson Investment Counsel Inc. | 7.66% | Add +1.8% | 1,366,550 | $914.6M |
| Cwm, LLC | 2.73% | Add +10.2% | 1,353,920 | $906.2M |
| Alaska Permanent Fund Corp | 54.14% | No change | 1,318,000 | $903.1M |
| M&T Bank Corp | 2.92% | Reduce -2.2% | 1,298,278 | $868.9M |
| Alesco Advisors, LLC, An ESL Co | 23.47% | Reduce -2.2% | 1,294,326 | $866.3M |
| Brown Advisory Inc. | 1.10% | Reduce -7.2% | 1,265,755 | $847.2M |
| Nearwater Capital Markets, Ltd | 11.19% | No change | 1,250,000 | $836.6M |
| Johnson Financial Group, Inc. | 31.28% | Add +15.7% | 1,245,615 | $833.7M |
| National Philanthropic Trust | 9.24% | Reduce -1.0% | 1,234,913 | $826.5M |
| Flputnam Investment Management Co. | 12.10% | Add +2.8% | 1,208,988 | $809.2M |
| Janney Montgomery Scott LLC | 1.90% | Reduce -5.3% | 1,198,993 | $802.5M |
| Japan Science & Technology Agency | 13.95% | No change | 1,170,800 | $783.6M |
| Waverly Advisors, LLC | 7.62% | Add +3.3% | 1,141,094 | $763.7M |
| Regions Financial Corp. | 4.90% | Add +0.0% | 1,124,371 | $752.5M |
| Bessemer Group Inc. | 1.05% | Add +2.3% | 1,029,054 | $688.7M |
| Comerica Bank | 2.55% | Add +6.5% | 1,013,373 | $678.3M |
| UNC Management Company, Inc. | 76.27% | Reduce -6.1% | 1,013,057 | $678.0M |
| Constellation Investments, Inc. | 31.60% | Reduce -12.5% | 1,010,372 | $676.2M |
| Cambridge Investment Research Advisors, Inc. | 1.85% | Add +1.1% | 1,007,977 | $674.6M |
| USS Investment Management Ltd | 3.21% | New | 998,515 | $668.3M |
| Simplify Asset Management Inc. | 13.48% | Reduce -10.7% | 993,803 | $665.2M |
| Jain Global LLC | 9.23% | New | 991,156 | $663.4M |
| Brown Brothers Harriman & Co. | 3.93% | Add +4.0% | 964,773 | $645.7M |
| Capstone Investment Advisors, LLC | 6.88% | Add +0.3% | 962,339 | $644.1M |
| Thrivent Financial for Lutherans | 1.25% | Add +225.2% | 928,398 | $621.4M |
| FIL Ltd | 0.49% | Reduce -18.8% | 925,421 | $619.4M |
| Franklin Resources Inc. | 0.15% | Add +0.0% | 906,856 | $606.9M |
| Dynasty Wealth Management, LLC | 8.10% | Add +22.8% | 906,088 | $606.4M |
| Nationwide Fund Advisors | 32.95% | Reduce -5.7% | 892,451 | $597.3M |
| Park Avenue Securities LLC | 4.56% | Add +2.6% | 872,931 | $584.3M |
| Public Employees Retirement System of Ohio | 1.84% | Add +6.8% | 864,700 | $578.7M |
| United Capital Financial Advisors, LLC | 4.11% | Reduce -0.2% | 854,136 | $571.7M |
| Schroder Investment Management Group | 0.45% | Reduce -10.3% | 854,333 | $569.6M |
| Provida Pension Fund Administrator | 9.72% | Reduce -27.6% | 833,846 | $558.1M |
| Rockefeller Capital Management L.P. | 1.09% | Add +1.7% | 833,310 | $557.7M |
| Parallel Advisors, LLC | 10.04% | Add +11.8% | 818,542 | $547.9M |
| Baird Financial Group, Inc. | 0.86% | Add +1.2% | 798,319 | $534.3M |
| Principal Financial Group Inc. | 0.27% | Reduce -4.4% | 794,964 | $532.1M |
| Adventist Health System Sunbelt Healthcare Corp. | 22.92% | Add +76.8% | 787,236 | $526.9M |
| Partners Capital Investment Group, LLP | 20.46% | Reduce -5.6% | 769,341 | $514.9M |
| Circle Wealth Management, LLC | 9.87% | Add +3.1% | 757,543 | $507.0M |
| Coldstream Capital Management Inc. | 6.77% | Add +0.9% | 750,533 | $502.3M |
| Swan Global Investments, LLC | 21.51% | Reduce -0.1% | 726,609 | $486.3M |
| Leith Wheeler Investment Counsel Ltd. | 32.70% | Reduce -4.9% | 721,865 | $483.1M |
| &partners | 3.06% | Add +20.4% | 719,462 | $477.8M |
| NewEdge Advisors, LLC | 2.14% | Add +8.3% | 704,663 | $471.6M |
| Truepoint, Inc. | 10.34% | Add +2.5% | 664,364 | $444.7M |
| Mercer Global Advisors Inc. | 0.74% | Reduce -3.1% | 661,365 | $442.6M |
| Freestone Capital Holdings, LLC | 13.58% | Add +1.4% | 661,308 | $442.6M |
| Kestra Advisory Services, LLC | 2.03% | Reduce -9.9% | 660,367 | $442.0M |
| Sigma Investment Counselors Inc. | 22.78% | Reduce -0.2% | 655,738 | $438.9M |
| Heritage Wealth Advisors | 19.20% | Reduce -0.2% | 655,545 | $438.8M |
| UMB Bank, n.a. | 6.46% | Reduce -0.9% | 655,390 | $438.7M |
| Manufacturers Life Insurance Company, The | 0.36% | Add +11.5% | 653,313 | $437.3M |
| Stifel Financial Corp. | 0.40% | Reduce -0.8% | 651,144 | $435.8M |
| Nissay Asset Management Corp. /Japan | 2.40% | No change | 650,447 | $435.3M |
| Equitable Holdings, Inc. | 3.18% | Add +3.4% | 645,448 | $432.0M |
| Evoke Wealth, LLC | 8.91% | Reduce -0.7% | 638,360 | $427.3M |
| Tiaa Trust, National Association | 1.03% | Reduce -1.7% | 635,696 | $425.5M |
| Tidal Investments LLC | 1.81% | Add +0.8% | 635,609 | $425.4M |
| CKW Financial Group | 46.12% | Reduce -5.7% | 629,717 | $423.1M |
| Matson Money. Inc. | 13.80% | Add +1.0% | 626,530 | $419.3M |
| Steward Partners Investment Advisory, LLC | 2.38% | Add +45.4% | 619,601 | $414.7M |
| Avidian Wealth Enterprises, LLC | 15.60% | Add +2.0% | 618,683 | $414.1M |
| Cahaba Wealth Management, Inc. | 29.67% | Add +1.4% | 612,156 | $409.7M |
| Genworth Financial Inc | 92.08% | No change | 601,470 | $402.6M |
| Aspiriant, LLC | 12.25% | Reduce -4.2% | 598,429 | $400.5M |
| Farther Finance Advisors, LLC | 6.03% | Add +7.6% | 595,807 | $398.8M |
| Quotient Wealth Partners, LLC | 10.66% | Add +0.1% | 581,307 | $389.1M |
| NorthCoast Asset Management LLC | 1.50% | Add +19.9% | 572,969 | $383.5M |
| Investment Management Corp of Ontario | 5.75% | Reduce -4.8% | 565,944 | $378.8M |
| Main Management Fund Advisors LLC | 36.55% | Reduce -14.4% | 563,400 | $377.1M |
| Orgel Wealth Management, LLC | 8.36% | Add +2.5% | 547,398 | $366.4M |
| State Street Corp. | 0.01% | Add +20.4% | 546,829 | $366.0M |
| OP Asset Management Ltd | 4.82% | Add +0.2% | 546,238 | $365.6M |
| Ritholtz Wealth Management | 7.09% | Add +2.0% | 544,892 | $364.7M |
| Moneta Group Investment Advisors LLC | 2.86% | Add +2.0% | 537,962 | $360.1M |
| Legacy Wealth Management, LLC | 21.18% | Add +1.4% | 537,532 | $359.8M |
| HSBC Holdings PLC | 0.21% | Reduce -24.2% | 536,752 | $359.2M |
| Clark Capital Management Group, Inc. | 2.19% | Add +54.0% | 521,564 | $349.1M |
| Bank of Finland | 21.32% | Add +0.3% | 520,303 | $348.2M |
| Journey Strategic Wealth LLC | 9.72% | Add +0.3% | 514,991 | $344.7M |
| Fort Washington Investment Advisors Inc. | 1.85% | Reduce -0.1% | 509,507 | $341.0M |
| Klingman & Associates, LLC | 17.14% | Reduce -0.8% | 507,621 | $339.8M |
| Charter Oak Capital Management, LLC | 26.65% | Reduce -3.3% | 507,359 | $339.6M |
| Halbert Hargrove Global Advisors, LLC | 16.43% | Add +0.9% | 501,871 | $335.9M |
| Two Sigma Investments, LP | 0.54% | Reduce -11.3% | 500,700 | $335.1M |
| WealthNavi Inc. | 3.11% | Add +16.3% | 500,587 | $335.0M |
| Teacher Retirement System of Texas | 1.33% | Reduce -3.2% | 495,372 | $331.6M |
| Fifth Third Wealth Advisors LLC | 12.17% | Add +6.4% | 493,275 | $330.1M |
| Mirae Asset Global Investments Co., Ltd. | 1.03% | Reduce -11.0% | 490,717 | $328.4M |
| Ally Invest Advisors Inc. | 23.36% | Add +1.0% | 486,555 | $325.7M |
| Haverford Trust Co | 2.86% | Add +7.7% | 473,654 | $317.0M |
| Midland Wealth Advisors, LLC | 16.79% | Add +29.2% | 469,011 | $313.9M |
| AE Wealth Management LLC | 1.99% | Add +15.7% | 466,917 | $312.5M |
| Sun Life Financial Inc. | 15.85% | No change | 464,479 | $310.9M |
| GR Financial Group, LLC | 71.64% | Add +0.0% | 462,976 | $309.9M |
| Traphagen Investment Advisors LLC | 26.66% | Add +1.5% | 462,767 | $309.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.66% | Add +5.5% | 450,542 | $301.5M |
| Norinchukin Bank, The | 4.03% | No change | 448,980 | $300.5M |
| Orion Porfolio Solutions, LLC | 2.32% | Add +17.2% | 446,709 | $299.0M |
| Blair William & Co. | 0.80% | Add +2.3% | 446,312 | $298.7M |
| Clearstead Advisors, LLC | 4.27% | Add +0.4% | 437,494 | $292.8M |
| Citizens Financial Group Inc. | 4.00% | Add +2.4% | 436,512 | $292.2M |
| LBMC Investment Advisors, LLC | 18.39% | Reduce -1.1% | 431,124 | $288.6M |
| Fragasso Financial Advisors Inc | 17.92% | Add +2.9% | 427,130 | $287.2M |
| Whittier Trust Co. | 3.26% | Add +0.6% | 426,405 | $286.7M |
| CIBC Private Wealth Group LLC | 0.49% | Add +0.2% | 426,194 | $285.3M |
| Planning Alternatives Ltd. | 36.09% | Reduce -0.1% | 419,847 | $281.0M |
| Toews Corp. | 39.88% | Add +1.5% | 416,990 | $279.1M |
| Lido Advisors, LLC | 1.15% | Add +1.1% | 414,274 | $277.3M |
| Hirtle & Co., LLC | 10.95% | Add +5.8% | 413,758 | $276.9M |
| Prudential PLC | 1.99% | Add +8.3% | 404,550 | $270.8M |
| Apexium Financial, LP | 13.15% | Add +2.7% | 403,917 | $270.3M |
| AustralianSuper Pty Ltd | 1.28% | New | 403,717 | $270.2M |
| Wellspring Financial Advisors, LLC | 24.79% | Reduce -17.9% | 403,171 | $269.8M |
| Wealthspire Retirement, LLC | 17.11% | Reduce -0.3% | 400,440 | $268.0M |
| First Hawaiian Bank | 33.56% | Reduce -1.3% | 390,881 | $261.6M |
| Beacon Pointe Advisors, LLC | 2.22% | Add +36.7% | 390,322 | $261.2M |
| Zions Bancorporation, National Association | 12.90% | Add +38.6% | 390,054 | $261.1M |
| Taiyo Life Insurance Co. | 22.61% | No change | 385,475 | $258.0M |
| SummitTX Capital, L.P. | 10.71% | Reduce -21.6% | 384,700 | $257.5M |
| Gotham Asset Management | 1.12% | Add +40.6% | 382,840 | $256.2M |
| Private Advisor Group, LLC | 1.25% | Add +6.3% | 380,945 | $255.0M |
| RKL Wealth Management LLC | 21.67% | Reduce -3.0% | 379,808 | $254.2M |
| Farmers & Merchants Investments Inc. | 7.21% | Reduce -3.6% | 379,752 | $254.2M |
| Hancock Whitney Corp. | 4.62% | Reduce -0.3% | 379,364 | $253.9M |
| Steele Capital Management, Inc. | 11.13% | Add +0.4% | 375,050 | $251.0M |
| Hantz Financial Services, Inc. | 3.77% | Add +21.5% | 372,307 | $249.2M |
| Ashford Advisors, LLC | 54.98% | Reduce -6.6% | 371,344 | $248.5M |
| Prosperity Consulting Group, LLC | 12.24% | Add +167.8% | 370,961 | $248.3M |
| Daido Life Insurance Co. | 35.62% | Add +5.2% | 369,902 | $247.6M |
| Ballentine Partners, LLC | 3.39% | Reduce -0.8% | 365,266 | $244.5M |
| Analyst IMS Investment Management Services Ltd. | 7.52% | No change | 361,284 | $241.8M |
| Wellington Management Group LLP | 0.04% | Reduce -0.1% | 355,853 | $238.2M |
| JNBA Financial Advisors | 21.44% | Add +46.5% | 352,580 | $236.0M |
| Tarbox Family Office, Inc. | 34.46% | Reduce -6.8% | 350,774 | $234.8M |
| Victory Capital Management Inc. | 0.14% | Reduce -9.3% | 350,473 | $234.6M |
| Allspring Global Investments Holdings, LLC | 0.37% | Reduce -41.7% | 345,794 | $232.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.76% | Add +185.2% | 345,688 | $230.7M |
| Stratos Wealth Partners, LTD. | 2.70% | Add +5.5% | 339,315 | $227.1M |
| Securian Asset Management, Inc. | 5.94% | Add +976.9% | 334,900 | $224.1M |
| TFC Financial Management, Inc. | 28.70% | Reduce -0.0% | 334,694 | $224.0M |
| Endurance Services Ltd | 37.25% | New | 332,351 | $222.4M |
| Legacy Private Trust Co. | 13.19% | Add +0.0% | 329,338 | $220.4M |
| GTS Securities LLC | 8.33% | Add +264.6% | 323,900 | $216.8M |
| Sanctuary Advisors, LLC | 1.24% | Reduce -17.3% | 323,125 | $216.3M |
| Sofi Wealth, LLC | 11.36% | Reduce -7.2% | 315,252 | $211.0M |
| Apollon Wealth Management, LLC | 3.75% | Add +3.2% | 314,526 | $210.5M |
| Linscomb Wealth, Inc. | 8.95% | Reduce -1.4% | 310,380 | $207.7M |
| Lazard Asset Management LLC | 0.28% | Reduce -3.6% | 307,431 | $205.8M |
| Integrated Wealth Concepts LLC | 1.83% | Reduce -2.9% | 305,277 | $204.3M |
| Glenview Trust Co | 3.24% | Reduce -0.5% | 305,040 | $204.2M |
| True Link Financial Advisors, LLC | 13.07% | Add +0.3% | 303,423 | $203.1M |
| Freestone Grove Partners LP | 1.50% | New | 300,670 | $201.2M |
| Gryphon Financial Partners LLC | 22.93% | Reduce -0.0% | 300,431 | $201.1M |
| Allstate Corp. | 4.53% | Add +75.0% | 296,629 | $198.5M |
| Sigma Planning Corp | 5.58% | Reduce -4.9% | 293,042 | $196.1M |
| First Foundation Advisors | 7.24% | Reduce -1.6% | 292,432 | $195.7M |
| Vantagepoint Investment Advisers LLC | 1.60% | Reduce -44.3% | 291,920 | $195.4M |
| Ellenbecker Investment Group | 28.68% | Reduce -3.8% | 290,019 | $194.1M |
| Sagespring Wealth Partners, LLC | 3.78% | Add +4.1% | 375,360 | $193.1M |
| Lee Financial Co | 23.89% | Add +3.1% | 283,860 | $190.0M |
| Heck Capital Advisors, LLC | 14.67% | Add +4.8% | 283,481 | $189.7M |
| AQR Capital Management | 0.12% | Add +48.3% | 281,328 | $188.3M |
| Mizuho Markets Americas LLC | 3.94% | Add +277.6% | 279,172 | $186.8M |
| Gilbert & Cook, Inc. | 23.78% | Reduce -3.3% | 276,476 | $185.0M |
| Ullmann Wealth Partners Group, LLC | 20.01% | Add +5.1% | 273,661 | $183.2M |
| Soundwatch Capital LLC | 29.29% | Reduce -81.9% | 272,845 | $182.6M |
| JB Capital LLC | 7.87% | Add +8.5% | 272,479 | $182.4M |
| Federation des caisses Desjardins du Quebec | 0.72% | Add +4.3% | 271,987 | $182.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.10% | Reduce -7.8% | 270,258 | $180.9M |
| Principal Securities, Inc. | 2.96% | Add +28.6% | 268,803 | $179.9M |
| Lowe Brockenbrough & Co. Inc. | 9.22% | Add +3.9% | 267,725 | $179.2M |
| Dakota Wealth Management | 3.59% | Reduce -1.4% | 265,941 | $178.0M |
| Bangor Savings Bank | 14.82% | Reduce -0.1% | 265,802 | $177.9M |
| Modera Wealth Management, LLC | 2.06% | Reduce -1.6% | 265,210 | $177.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.43% | Add +0.0% | 264,924 | $177.4M |
| Merit Financial Group, LLC | 1.62% | Add +4.0% | 263,998 | $176.7M |
| BLB&B Advisors, LLC | 7.51% | Add +4.7% | 259,802 | $173.9M |
| Atlantic Union Bankshares Corp | 3.27% | Reduce -0.2% | 259,674 | $173.8M |
| Element Pointe Advisors, LLC | 36.97% | Add +0.4% | 259,216 | $173.5M |
| Calamos Wealth Management LLC | 6.33% | Add +1.0% | 258,633 | $173.1M |
| Goelzer Investment Management, Inc. | 9.13% | Add +0.2% | 257,321 | $172.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.22% | Add +3.5% | 255,149 | $170.8M |
| Phillips Financial Management, LLC | 11.18% | Add +2.8% | 253,307 | $169.5M |
| DT Investment Partners, LLC | 14.09% | Add +47.9% | 248,897 | $166.6M |
| Quantinno Capital Management LP | 0.45% | Add +39.6% | 245,047 | $164.0M |
| Spire Wealth Management | 5.56% | Add +17.3% | 244,100 | $163.4M |
| Mesirow Financial Investment Management, Inc. | 2.90% | Add +0.1% | 241,999 | $162.0M |
| Stairway Partners, LLC | 8.59% | No change | 241,631 | $161.7M |
| Montag A & Associates Inc. | 7.30% | Add +0.5% | 236,431 | $158.2M |
| Mandatum Life Insurance Co Ltd | 37.76% | Add +4.9% | 236,197 | $158.1M |
| BlueStem Wealth Partners, LLC | 18.08% | Reduce -1.3% | 235,916 | $157.9M |
| Summit Financial, LLC | 2.41% | Add +26.1% | 235,307 | $157.5M |
| Valeo Financial Advisors, LLC | 3.59% | Add +5.0% | 234,868 | $157.2M |
| Financial Synergies Wealth Advisors, Inc. | 15.78% | Reduce -0.6% | 232,830 | $155.8M |
| Crestwood Advisors Group, LLC | 2.64% | Add +77.8% | 231,775 | $155.1M |
| Quadrant Capital Group LLC | 5.04% | Add +0.5% | 231,723 | $155.1M |
| McNamara Financial Services, Inc. | 28.77% | Reduce -0.5% | 231,297 | $154.8M |
| Armstrong Advisory Group, Inc. | 10.91% | Add +2.9% | 231,222 | $154.8M |
| FineMark National Bank & Trust | 5.01% | Add +2.1% | 229,378 | $153.5M |
| Litman Gregory Wealth Management LLC | 11.31% | Reduce -0.6% | 227,080 | $152.0M |
| Commerce Bank | 0.83% | Reduce -0.5% | 223,832 | $149.8M |
| Leverty Financial Group, LLC | 38.86% | Reduce -0.9% | 223,706 | $149.7M |
| Financial Engines Advisors L.L.C. | 0.29% | Reduce -3.7% | 223,312 | $149.5M |
| Daiwa Securities Group Inc. | 0.51% | Reduce -16.3% | 223,024 | $149.3M |
| Home Federal Bank of Tennessee | 39.92% | Reduce -0.9% | 222,951 | $149.2M |
| Bank of Hawaii | 7.43% | Reduce -0.8% | 222,238 | $148.7M |
| Single Point Partners, LLC | 30.09% | Add +1.3% | 221,488 | $148.2M |
| Bricktown Capital, LLC | 24.37% | Add +0.6% | 220,995 | $147.9M |
| Atria Investments, Inc | 1.69% | Reduce -0.8% | 220,604 | $147.7M |
| OneDigital Investment Advisors LLC | 1.51% | Add +1.8% | 219,553 | $146.9M |
| Mutual Advisors, LLC | 3.22% | Add +13.6% | 216,639 | $146.2M |
| RPTC Inc. | 25.31% | Add +0.3% | 216,582 | $145.0M |
| Prime Capital Investment Advisors, LLC | 1.79% | Reduce -3.1% | 212,508 | $142.2M |
| Capital Analysts, LLC | 4.13% | Add +3.1% | 211,654 | $141.7M |
| Sumitomo Mitsui Financial Group, Inc. | 2.47% | New | 210,000 | $140.6M |
| Mason Street Advisors, LLC | 14.55% | Reduce -22.3% | 209,670 | $140.3M |
| RiverFront Investment Group, LLC | 2.46% | Add +1.1% | 209,419 | $140.2M |
| HB Wealth Management, LLC | 0.94% | Add +2.6% | 207,034 | $138.6M |
| PKO Investment Management Joint-Stock Co | 11.74% | Add +31.1% | 205,246 | $137.4M |
| Narwhal Capital Management | 10.11% | Add +3.8% | 203,919 | $136.5M |
| Alternative Investment Advisors, LLC. | 61.91% | Add +3.5% | 203,479 | $136.2M |
| Resonant Capital Advisors, LLC | 7.92% | Add +28.4% | 202,970 | $135.8M |
| Schonfeld Strategic Advisors LLC | 0.95% | New | 202,655 | $135.6M |
| Fulton Breakefield Broenniman LLC | 8.75% | Add +11.3% | 202,441 | $135.5M |
| First Interstate Bank | 7.44% | Reduce -0.2% | 201,313 | $134.7M |
| St. Clair Advisors, LLC | 35.62% | Reduce -2.2% | 200,494 | $134.2M |
| Rezny Wealth Management, Inc. | 29.88% | Reduce -1.5% | 198,386 | $132.8M |
| Bridges Investment Management Inc. | 1.70% | Add +2.8% | 198,247 | $132.7M |
| Geneos Wealth Management Inc. | 3.36% | Add +0.1% | 197,730 | $132.3M |
| Crewe Advisors LLC | 12.57% | New | 196,850 | $131.8M |
| University of Chicago | 64.04% | Add +154.6% | 195,789 | $131.0M |
| Ferguson Wellman Capital Management, Inc. | 2.12% | Add +5.1% | 195,292 | $130.7M |
| BSW Wealth Partners | 16.09% | Add +3.6% | 192,997 | $129.2M |
| Advisory Services Network, LLC | 1.89% | Add +11.9% | 192,842 | $129.1M |
| Abundance Wealth Counselors | 21.96% | Reduce -1.8% | 191,409 | $128.1M |
| HORAN Wealth, LLC | 20.17% | Add +5370.6% | 191,199 | $128.0M |
| Valley Forge Investment Consultants Inc. Adv | 37.10% | Add +5.3% | 189,524 | $126.8M |
| BBR Partners, LLC | 7.31% | Reduce -0.0% | 189,410 | $126.8M |
| Financial Advisory Corp | 18.44% | Reduce -0.7% | 187,111 | $125.2M |
| Mackenzie Financial Corp. | 0.15% | Reduce -5.4% | 186,705 | $125.0M |
| Ensign Peak Advisors, Inc | 0.20% | Reduce -21.3% | 186,117 | $124.6M |
| Core Wealth Advisors, Inc. | 32.36% | Add +0.9% | 185,431 | $124.1M |
| StoneX Group Inc. | 5.41% | Add +1.3% | 184,985 | $123.8M |
| Robertson Stephens Wealth Management, LLC | 3.70% | Reduce -9.3% | 183,207 | $122.6M |
| Rwa Wealth Partners, LLC | 1.38% | Reduce -3.6% | 181,955 | $121.8M |
| Catalyst Financial Partners LLC | 14.66% | Add +2.6% | 181,648 | $121.6M |
| Winthrop Advisory Group LLC | 10.54% | Add +2.0% | 180,084 | $120.5M |
| Integrity Alliance, Llc. | 5.63% | Add +9.4% | 178,400 | $119.4M |
| Pure Financial Advisors, LLC | 1.89% | Add +1.9% | 177,575 | $118.9M |
| Caliber Wealth Management, LLC / KS | 13.20% | Add +14.4% | 176,946 | $118.4M |
| Janus Henderson Group PLC | 0.05% | Add +20.5% | 176,528 | $118.2M |
| Alps Advisors Inc. | 0.65% | Reduce -1.1% | 175,244 | $117.3M |
| Bryn Mawr Trust Advisors, LLC | 5.73% | Add +4.9% | 172,587 | $115.5M |
| Ieq Capital, LLC | 0.35% | Add +14.8% | 172,104 | $115.2M |
| Mizuho Bank, Ltd. | 12.78% | Add +91.1% | 172,000 | $115.1M |
| Wealth Group Ltd | 26.63% | Reduce -8.7% | 171,964 | $115.1M |
| Callan Family Office, LLC | 3.66% | Reduce -7.2% | 171,538 | $114.8M |
| Advisors Capital Management, LLC | 1.44% | Add +8.4% | 171,391 | $114.7M |
| Stock Yards Bank & Trust Co. | 3.57% | Add +3.6% | 170,359 | $114.0M |
| Brookstone Capital Management | 1.35% | Reduce -0.4% | 169,462 | $113.4M |
| D.A. Davidson & Co. | 0.72% | Reduce -0.1% | 169,174 | $113.2M |
| King Wealth Management Group | 14.18% | Add +3.1% | 168,574 | $112.8M |
| Forvis Mazars Wealth Advisors, LLC | 2.24% | Add +1.7% | 168,405 | $112.7M |
| First Commonwealth Financial Corp | 18.88% | Add +0.2% | 168,336 | $112.7M |
| Perigon Wealth Management, LLC | 2.29% | Reduce -8.8% | 167,542 | $112.1M |
| Chandler Asset Management, Inc. | 18.40% | Add +14.2% | 167,501 | $112.1M |
| McKinley Carter Wealth Services, Inc. | 5.88% | Add +0.6% | 167,297 | $112.0M |
| Integrated Advisors Network LLC | 4.67% | Add +1.7% | 165,971 | $111.1M |
| FFT Wealth Management LLC | 20.38% | Add +4.7% | 165,827 | $111.0M |
| Hennion & Walsh Asset Management, Inc. | 4.01% | Add +1.8% | 165,607 | $110.8M |
| Onyx Bridge Wealth Group LLC | 11.98% | Add +12.3% | 164,673 | $110.2M |
| Citigroup Inc. | 0.08% | Reduce -7.2% | 164,535 | $110.1M |
| CenturyLink Investment Management Co | 100.00% | No change | 163,204 | $109.2M |
| First Citizens Bank & Trust Co. | 2.35% | Reduce -2.9% | 162,717 | $108.9M |
| Assetmark, Inc. | 0.23% | Reduce -82.2% | 161,674 | $108.2M |
| Sumitomo Life Insurance Co. | 3.32% | New | 160,000 | $107.1M |
| Requisite Capital Management, LLC | 17.96% | Add +30.0% | 159,684 | $106.9M |
| Ironclad Investments LLC | 50.10% | Reduce -0.9% | 157,664 | $105.5M |
| Whittier Trust Co. of Nevada Inc. | 2.23% | Add +0.9% | 155,973 | $104.9M |
| Arvest Bank Trust Division | 5.77% | Reduce -3.3% | 155,532 | $104.1M |
| Satovsky Asset Management LLC | 20.78% | Reduce -3.4% | 155,531 | $104.1M |
| BW Gestao de Investimentos Ltda. | 7.85% | New | 155,000 | $103.7M |
| Old National Bancorp | 1.77% | Add +1.2% | 154,565 | $103.5M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +32.1% | 152,752 | $102.2M |
| Barclays PLC | 0.04% | Add +175.1% | 151,829 | $101.6M |
| Tortoise Investment Management, LLC | 9.04% | Add +1.4% | 151,604 | $101.5M |
| Orrstown Financial Services Inc. | 17.32% | Add +13.4% | 151,239 | $101.2M |
| PDS Planning, Inc | 6.99% | Add +1.6% | 150,973 | $101.0M |
| Eastern Bank | 1.79% | Add +9.7% | 150,509 | $100.7M |
| Teramo Advisors, LLC | 36.30% | Add +43.3% | 150,500 | $100.7M |
| Amtrust Financial Services, Inc. | 33.81% | No change | 150,300 | $100.6M |
| 3EDGE Asset Management, LP | 5.67% | Reduce -5.8% | 150,148 | $100.5M |
| LMR Partners LLP | 1.93% | New | 150,000 | $100.4M |
| Divergent Planning, LLC | 26.37% | Add +2.8% | 147,527 | $99.2M |
| Proathlete Wealth Management LLC | 28.35% | Add +3.6% | 147,133 | $98.5M |
| Global Retirement Partners, LLC | 2.19% | Add +4.4% | 145,842 | $97.6M |
| Vicus Capital | 7.43% | Reduce -57.0% | 145,325 | $97.3M |
| Betterment LLC | 0.19% | Reduce -3.2% | 144,862 | $97.0M |
| Ritter Daniher Financial Advisory LLC / DE | 17.00% | Add +1.8% | 144,232 | $96.5M |
| Cambridge Associates LLC /Ma/ | 1.77% | Add +13.1% | 144,201 | $96.5M |
| Glenmede Investment Management, LP | 0.46% | Add +6.3% | 143,578 | $96.1M |
| Summit Financial Strategies, Inc. | 8.16% | Add +3.6% | 142,156 | $95.1M |
| Icon Wealth Advisors, LLC | 6.44% | Reduce -1.0% | 141,858 | $94.9M |
| Cape Cod Five Cents Savings Bank | 8.67% | No change | 164,213 | $94.7M |
| RTD Financial Advisors, Inc. | 11.38% | Add +1.1% | 141,479 | $94.7M |
| JGP Wealth Management, LLC | 10.46% | Add +7.5% | 140,372 | $94.4M |
| Great Lakes Advisors, LLC | 0.79% | Add +1.4% | 140,586 | $94.1M |
| Pinnacle Associates Ltd. | 1.24% | Add +1.5% | 139,479 | $93.4M |
| Arcataur Capital Management LLC | 27.38% | Reduce -0.8% | 139,179 | $93.2M |
| Cibc World Market Inc. | 0.19% | Add +22.9% | 139,148 | $93.1M |
| Progeny 3, Inc. | 4.80% | No change | 139,069 | $93.1M |
| Choreo, LLC | 1.21% | Reduce -0.4% | 138,598 | $92.8M |
| Wilmington Savings Fund Society, FSB | 2.23% | Add +0.2% | 138,131 | $92.5M |
| Country Trust Bank | 2.01% | Add +1.0% | 137,328 | $91.9M |
| Private Wealth Asset Management, LLC | 10.83% | Add +103.8% | 137,186 | $91.8M |
| Cardinal Strategic Wealth Guidance | 24.69% | Reduce -0.6% | 137,130 | $91.8M |
| Guggenheim Capital LLC | 0.68% | Add +65.5% | 136,471 | $91.3M |
| Physician Wealth Advisors, Inc. | 12.91% | Add +0.6% | 135,468 | $90.7M |
| Baker Avenue Asset Management, LP | 2.17% | Add +2.8% | 135,233 | $90.5M |
| Pine Ridge Advisers LLC | 6.19% | Add +0.0% | 135,009 | $90.4M |
| Compound Planning, Inc. | 2.93% | Add +16.2% | 135,005 | $90.4M |
| Bleakley Financial Group, LLC | 2.09% | Reduce -8.3% | 134,350 | $89.9M |
| Gray Private Wealth, LLC | 45.33% | Reduce -0.2% | 134,278 | $89.9M |
| Chevy Chase Trust Holdings, LLC | 0.25% | Reduce -6.1% | 133,856 | $89.6M |
| BankPlus Trust Department | 23.87% | Add +0.3% | 133,227 | $89.2M |
| AMG National Trust Bank | 2.15% | Add +0.1% | 131,513 | $88.0M |
| Centerpoint Advisors, LLC | 27.06% | Add +0.1% | 130,306 | $87.2M |
| Bokf, NA | 1.31% | Add +0.6% | 130,277 | $87.2M |
| Amarillo National Bank | 15.28% | Reduce -8.8% | 129,884 | $86.9M |
| Accredited Investors Inc. | 4.82% | Add +0.2% | 129,176 | $86.5M |
| AdvisorNet Financial, Inc | 4.89% | Add +17.0% | 128,909 | $86.3M |
| Curi Capital, LLC | 1.58% | Reduce -2.3% | 128,483 | $86.0M |
| Bryant Woods Investment Advisors, LLC | 33.47% | Add +0.6% | 127,876 | $85.6M |
| American Century Companies Inc. | 0.04% | Add +109.6% | 127,650 | $85.4M |
| Trilogy Capital Inc. | 3.95% | Add +6.0% | 127,626 | $85.4M |
| Arkadios Wealth Advisors | 2.09% | Add +18.1% | 127,416 | $85.3M |
| Tectonic Advisors LLC | 4.62% | Add +3.4% | 126,289 | $84.5M |
| Lodestar Private Asset Management LLC | 8.80% | Add +2.7% | 125,919 | $84.3M |
| JSF Financial, LLC | 18.64% | Reduce -4.9% | 125,533 | $84.0M |
| Karpus Management, Inc. | 2.65% | Reduce -2.4% | 124,938 | $83.6M |
| SCS Capital Management LLC | 0.91% | Reduce -0.8% | 124,576 | $83.4M |
| Cim Investment Management Inc. | 22.53% | Reduce -0.3% | 124,034 | $83.0M |
| TCP Asset Management, LLC | 14.79% | Add +1.1% | 123,864 | $82.9M |
| Hudock, Inc. | 12.59% | Reduce -0.7% | 123,825 | $82.9M |
| Balentine LLC | 3.05% | Add +1.2% | 123,805 | $82.9M |
| New Republic Capital, LLC | 25.21% | Reduce -0.5% | 122,913 | $82.3M |
| Allworth Financial LP | 0.36% | Add +2.0% | 122,758 | $82.2M |
| Vision Capital Management, Inc. | 10.12% | Reduce -1.2% | 122,609 | $82.1M |
| Simon Quick Advisors, LLC | 3.71% | Add +8.4% | 122,518 | $82.0M |
| Ashton Thomas Private Wealth, LLC | 2.12% | Add +76.4% | 122,084 | $81.7M |
| New England Professional Planning Group Inc. | 37.12% | Add +0.1% | 125,125 | $81.0M |
| Courier Capital LLC | 4.63% | Reduce -1.7% | 120,761 | $80.8M |
| Oppenheimer & Co. Inc. | 0.98% | Reduce -0.7% | 120,112 | $80.4M |
| Stonegate Investment Group, LLC | 1.87% | No change | 120,080 | $80.4M |
| Ledyard National Bank | 7.19% | Reduce -1.4% | 119,888 | $80.2M |
| Grant Street Asset Management, Inc. | 16.94% | Add +0.6% | 119,794 | $80.2M |
| Modern Wealth Management, LLC | 1.59% | Reduce -0.2% | 119,775 | $80.2M |
| Regal Investment Advisors LLC | 5.18% | Add +5.7% | 118,892 | $79.6M |
| Financial Partners Group, Inc | 9.90% | Add +3.0% | 118,781 | $79.5M |
| USA Financial Formulas | 14.00% | Add +284.4% | 118,728 | $79.5M |
| Destination Wealth Management | 2.19% | Add +0.4% | 118,547 | $79.3M |
| Wealth Architects, LLC | 7.43% | Reduce -1.2% | 117,610 | $78.7M |
| Well Done, LLC | 13.39% | Add +2.5% | 117,478 | $78.6M |
| ESL Trust Services, LLC | 15.39% | Reduce -1.3% | 117,191 | $78.4M |
| J.W. Cole Advisors, Inc. | 1.50% | Add +0.8% | 116,962 | $78.3M |
| AlTi Global, Inc. | 1.83% | Add +431.0% | 128,515 | $78.0M |
| Gries Financial LLC | 12.29% | Add +0.4% | 116,116 | $77.7M |
| Mascoma Wealth Management LLC | 17.00% | Reduce -0.8% | 115,237 | $77.1M |
| Savant Capital, LLC | 0.47% | Add +1.8% | 114,621 | $76.7M |
| Deutsche Bank AG | 0.03% | Add +0.4% | 114,465 | $76.6M |
| Conrad N. Hilton Foundation | 89.75% | Reduce -16.7% | 114,347 | $76.5M |
| Country Club Bank | 4.53% | Add +3.9% | 114,691 | $76.5M |
| Meridian Wealth Advisors, LLC | 10.82% | Add +4.6% | 113,823 | $76.2M |
| Wolverine Trading, LLC | 1.53% | Add +849.1% | 114,203 | $76.1M |
| Avior Wealth Management, LLC | 2.43% | Reduce -5.8% | 112,633 | $75.4M |
| Wharton Business Group, LLC | 3.29% | Reduce -0.2% | 112,599 | $75.4M |
| Composition Wealth, LLC | 1.13% | Add +9.8% | 112,500 | $75.3M |
| Asio Capital, LLC | 11.09% | Add +5.0% | 110,661 | $74.1M |
| BOK Financial Private Wealth, Inc. | 4.66% | Reduce -1.1% | 110,594 | $74.0M |
| HighMark Wealth Management LLC | 32.18% | Reduce -0.9% | 109,177 | $73.1M |
| Heritage Investment Group, Inc. | 11.63% | Add +1.3% | 108,540 | $72.6M |
| Standpoint Asset Management, LLC | 16.41% | Reduce -15.4% | 108,500 | $72.6M |
| Smith, Moore & Co. | 5.54% | Add +0.2% | 108,084 | $72.3M |
| Bull Oak Capital, LLC | 30.72% | Add +3.3% | 108,076 | $72.3M |
| Ironwood Financial, llc | 12.71% | Add +10.6% | 107,184 | $71.7M |
| Coyle Financial Counsel LLC | 16.53% | Add +7.1% | 107,161 | $71.7M |
| Alaska Permanent Capital Management, LLC | 5.26% | Reduce -8.9% | 106,840 | $71.5M |
| MV Capital Management, Inc. | 6.84% | Reduce -3.4% | 106,512 | $71.3M |
| Harfst & Associates, Inc. | 13.07% | Reduce -0.7% | 105,901 | $70.9M |
| Passaic Partners LLC | 8.53% | Reduce -3.1% | 105,817 | $70.8M |
| Focus Financial Network, Inc. | 2.52% | Reduce -1.7% | 105,784 | $70.8M |
| Kestra Private Wealth Services, LLC | 0.92% | Reduce -12.7% | 104,718 | $70.1M |
| Consilio Wealth Advisors, LLC | 22.94% | Add +0.1% | 104,328 | $69.8M |
| Beam Wealth Advisors, Inc. | 19.02% | Add +4.2% | 104,298 | $69.8M |
| Rakuten Investment Management, Inc. | 0.25% | — | 104,287 | $69.5M |
| KMG Fiduciary Partners, LLC | 4.65% | Add +5.2% | 103,445 | $69.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 4.70% | Add +1.8% | 103,374 | $69.2M |
| Bar Harbor Wealth Management | 4.15% | Reduce -1.8% | 103,334 | $69.2M |
| 26North Partners LP | 100.00% | Add +0.2% | 103,277 | $69.1M |
| KMT Wealth Management, LLC | 37.05% | Add +0.2% | 102,783 | $68.8M |
| Buck Wealth Strategies, LLC | 9.41% | Add +9.9% | 102,564 | $68.6M |
| Crescent Grove Advisors, LLC | 6.54% | Reduce -1.2% | 101,993 | $68.3M |
| IHT Wealth Management, LLC | 1.73% | Add +1.1% | 101,984 | $68.3M |
| Strategic Point Investment Advisors, LLC | 9.71% | Add +2.6% | 101,016 | $67.6M |
| Conning Inc. | 2.36% | Reduce -1.3% | 100,546 | $67.3M |
| Pictet Asset Management Holding SA | 0.06% | Add +43.8% | 100,820 | $67.2M |
| Savvy Advisors, Inc. | 3.09% | Add +27.8% | 100,441 | $67.2M |
| Wela Strategies, Inc. | 25.49% | Reduce -3.8% | 100,417 | $67.2M |
| Fiducient Advisors LLC | 7.85% | Add +1.1% | 100,415 | $67.2M |
| Baltimore-Washington Financial Advisors, Inc. | 2.87% | Add +2.7% | 100,126 | $67.0M |
| Bristlecone Advisors, LLC | 5.60% | Add +3.7% | 100,119 | $67.0M |
| Visionary Wealth Advisors | 3.11% | Add +7.3% | 99,683 | $66.7M |
| Ssi Investment Management LLC | 25.06% | Add +7.9% | 99,055 | $66.3M |
| NerdWallet Wealth Partners, LLC | 32.46% | — | 99,045 | $66.2M |
| Concurrent Investment Advisors, LLC | 1.13% | Add +10.3% | 98,049 | $65.6M |
| Golden State Wealth Management, LLC | 7.24% | Reduce -0.5% | 97,984 | $65.6M |
| Crestmont Private Wealth LLC | 21.58% | Reduce -1.7% | 97,594 | $65.3M |
| CLG LLC | 17.72% | Add +13.4% | 97,218 | $65.1M |
| Lineweaver Wealth Advisors, LLC | 9.52% | Add +0.5% | 97,127 | $65.0M |
| Affinity Capital Advisors, LLC | 9.98% | Add +5.5% | 96,556 | $64.9M |
| Towercrest Capital Management | 10.39% | Add +10.9% | 96,751 | $64.8M |
| KFA Private Wealth Group, LLC | 18.45% | Reduce -0.4% | 96,483 | $64.6M |
| Bank of Stockton | 18.37% | Add +0.8% | 96,296 | $64.5M |
| Banco Santander, S.A. | 0.57% | Add +4.8% | 95,756 | $64.1M |
| State of Wisconsin Investment Board | 0.15% | Add +31.8% | 95,585 | $64.0M |
| Parker Investment Management, LLC | 8.68% | Add +3.1% | 95,039 | $63.6M |
| Twele Capital Management, Inc. | 11.67% | Reduce -1.5% | 94,488 | $63.2M |
| Per Stirling Capital Management, LLC. | 7.56% | Reduce -1.9% | 94,420 | $63.2M |
| Parkside Investments, LLC | 7.87% | Add +0.6% | 94,123 | $63.0M |
| Roth Financial Partners LLC | 21.21% | Add +1.2% | 94,035 | $62.9M |
| Financial Management Network Inc. | 10.27% | Add +1.2% | 92,282 | $62.3M |
| Highland Capital Management, LLC | 3.08% | Reduce -0.0% | 92,498 | $61.9M |
| Independent Financial Group, LLC | 1.47% | Add +6.7% | 91,730 | $61.4M |
| CX Institutional | 1.86% | Add +0.5% | 91,679 | $61.4M |
| Waterford Advisors, LLC | 21.16% | Add +2750.5% | 91,443 | $61.2M |
| Beaumont Financial Advisors, LLC | 4.07% | Reduce -6.3% | 90,980 | $60.9M |
| Midwest Trust Co | 0.79% | Add +2.0% | 90,681 | $60.7M |
| Natixis Advisors, LLC | 0.09% | Add +7.0% | 90,447 | $60.5M |
| Madrona Financial Services, LLC | 13.32% | Add +1.4% | 90,236 | $60.4M |
| TD Waterhouse Canada Inc. | 0.39% | Add +26.8% | 89,856 | $60.2M |
| Simplicity Wealth,LLC | 3.49% | Reduce -13.0% | 90,002 | $60.2M |
| Oxford Financial Group, LTD. LLC | 3.39% | Reduce -0.9% | 89,621 | $60.0M |
| Unique Wealth, LLC | 8.76% | Reduce -9.4% | 89,252 | $59.7M |
| Sequoia Financial Advisors, LLC | 0.36% | Add +1.0% | 89,226 | $59.7M |
| Rhumbline Advisers | 0.05% | Add +9.2% | 88,838 | $59.5M |
| Ancora Advisors LLC | 1.19% | Add +0.3% | 88,428 | $59.2M |
| Rogco, LP | 20.76% | Add +3.3% | 88,303 | $59.1M |
| Beaumont Asset Management, L.L.C. | 29.57% | Add +1.8% | 87,814 | $58.8M |
| Rafferty Asset Management, LLC | 0.19% | No change | 87,516 | $58.6M |
| Marino, Stram & Associates LLC | 10.49% | Add +1.7% | 87,135 | $58.3M |
| Bontempo Ohly Capital Mgmt LLC | 25.21% | Reduce -0.0% | 86,963 | $58.2M |
| Smithfield Trust Co | 2.60% | Reduce -1.1% | 86,914 | $58.2M |
| AAF Wealth Management, LLC | 26.27% | Add +2.2% | 86,641 | $58.0M |
| Diversified Enterprises, LLC | 3.90% | Add +0.2% | 86,518 | $57.9M |
| Baron Silver Stevens Financial Advisors, LLC | 8.44% | Add +5.8% | 86,145 | $57.7M |
| Foster Group, Inc. | 1.81% | Add +4.1% | 86,133 | $57.6M |
| Harbour Investments, Inc. | 1.31% | Add +1.7% | 86,100 | $57.6M |
| Colton Groome Financial Advisors, LLC | 17.64% | Add +5.4% | 85,903 | $57.5M |
| Bluesphere Advisors LLC | 26.32% | Reduce -3.3% | 85,771 | $57.4M |
| Sharkey, Howes & Javer | 7.36% | Add +6.7% | 85,541 | $57.3M |
| Fifth Third Securities, Inc. | 3.90% | Add +5.1% | 85,408 | $57.2M |
| Ameritas Advisory Services, LLC | 3.74% | Add +362.3% | 85,379 | $57.1M |
| Bernardo Wealth Planning LLC | 11.19% | Add +4.0% | 85,298 | $57.1M |
| Enclave Advisors LLC | 8.70% | Reduce -2.1% | 85,129 | $57.0M |
| Central Pacific Bank - Trust Division | 7.15% | Add +7.5% | 84,800 | $56.8M |
| MKD Wealth Coaches, LLC | 56.52% | Reduce -1.6% | 84,758 | $56.7M |
| Cranbrook Wealth Management, LLC | 11.38% | Reduce -0.7% | 84,694 | $56.7M |
| Counterpoint Mutual Funds LLC | 4.46% | No change | 84,341 | $56.4M |
| May Hill Capital, LLC | 16.54% | Add +3.2% | 84,331 | $56.4M |
| Riverstone Advisors, LLC | 27.67% | Add +0.4% | 84,300 | $56.4M |
| Sowell Financial Services LLC | 2.16% | Reduce -2.4% | 84,164 | $56.3M |
| Gladstone Institutional Advisory LLC | 2.16% | Reduce -0.7% | 83,981 | $56.2M |
| New World Advisors LLC | 10.28% | Add +0.6% | 83,899 | $56.2M |
| Droms Strauss Advisors Inc. /Mo/ | 16.22% | Reduce -3.4% | 83,608 | $56.0M |
| Shufro Rose & Co. LLC | 4.60% | Reduce -0.7% | 99,455 | $55.9M |
| Swmg, LLC | 16.84% | Add +4.9% | 82,522 | $55.7M |
| Titan Global Capital Management USA LLC | 8.18% | Add +15.2% | 82,975 | $55.5M |
| Buska Wealth Management, LLC | 16.66% | Reduce -14.6% | 82,936 | $55.5M |
| Ackerman Asset Management, LLC | 39.62% | Reduce -0.3% | 82,662 | $55.3M |
| Sovereign Investment Advisors, LLC | 15.04% | Add +0.3% | 82,372 | $55.1M |
| Lakeshore Financial Planning, Inc. | 20.45% | Add +0.5% | 82,339 | $55.1M |
| Rossmore Private Capital | 5.84% | Add +3.6% | 81,044 | $54.2M |
| Bluestem Financial Advisors, LLC | 21.18% | Add +1.7% | 80,842 | $54.1M |
| Colonial Trust Advisors | 4.16% | Add +3.9% | 80,695 | $54.0M |
| Guidance Point Advisors, LLC | 13.45% | Reduce -3.3% | 80,526 | $54.0M |
| M Holdings Securities, Inc. | 11.37% | New | 80,350 | $53.8M |
| Shelter Ins Retirement Plan | 59.23% | No change | 80,061 | $53.6M |
| Greenup Street Wealth Management LLC | 8.23% | Add +5.1% | 80,050 | $53.6M |
| High Note Wealth, LLC | 10.73% | Add +10.6% | 79,846 | $53.4M |
| Snowden Capital Advisors LLC | 1.47% | Add +0.3% | 79,750 | $53.4M |
| International City Management Association Retirement Corp | 27.25% | No change | 79,711 | $53.4M |
| Waller Financial Planning Group, Inc. | 12.22% | Reduce -0.8% | 79,589 | $53.3M |
| Tandem Financial, LLC | 19.82% | Add +18745.7% | 79,529 | $53.2M |
| GoalFusion Wealth Management, LLC | 25.40% | Add +0.2% | 79,490 | $53.2M |
| Keebeck Wealth Management | 6.27% | Reduce -4.3% | 79,246 | $53.0M |
| SkyView Investment Advisors, LLC | 6.69% | Reduce -1.1% | 79,145 | $53.0M |
| Prospera Financial Services Inc | 0.90% | Reduce -16.0% | 79,053 | $53.0M |
| Atlanta Consulting Group Advisors, LLC | 12.96% | Add +0.8% | 79,104 | $52.9M |
| TD Capital Management LLC | 4.76% | Reduce -1.7% | 79,005 | $52.9M |
| Wealth Alliance Advisory Group, LLC | 9.50% | Reduce -0.5% | 78,719 | $52.7M |
| Newton One Investments LLC | 15.60% | Add +8.3% | 78,700 | $52.7M |
| Howe & Rusling Inc. | 3.60% | Add +3.4% | 78,455 | $52.5M |
| Capital Investment Advisors, LLC | 0.86% | Add +3.3% | 77,956 | $52.2M |
| Ameritas Investment Partners, Inc. | 1.59% | Reduce -31.5% | 77,698 | $52.0M |
| Serenus Wealth Advisors, LLC | 8.85% | Add +0.9% | 77,434 | $51.8M |
| Stewardship Advisors, LLC | 12.19% | Reduce -0.9% | 76,994 | $51.5M |
| Waterway Wealth Management, LLC | 12.27% | Add +79.5% | 145,007 | $51.4M |
| Fidelis Capital Partners, LLC | 3.96% | Add +2.2% | 75,819 | $50.7M |
| JFS Wealth Advisors, LLC | 2.96% | Reduce -2.3% | 75,605 | $50.6M |
| Sand Hill Global Advisors, LLC | 1.78% | Reduce -9.4% | 75,541 | $50.6M |
| Cornerstone Wealth Management, LLC | 2.78% | Reduce -0.1% | 75,321 | $50.4M |
| First Financial Bank - Trust Division | 4.30% | Reduce -3.0% | 75,257 | $50.4M |
| Earned Wealth Advisors, LLC | 8.27% | Add +18.7% | 75,027 | $50.2M |
| Stonebridge Capital Advisors LLC | 3.57% | Add +0.2% | 74,734 | $50.0M |
| BankPlus Wealth Management LLC | 29.40% | Add +2.1% | 74,563 | $49.9M |
| Waterloo Capital, L.P. | 3.71% | Add +1.1% | 74,534 | $49.9M |
| Latko Wealth Management, Ltd. | 25.21% | Reduce -1.8% | 74,284 | $49.7M |
| Foundations Investment Advisors, LLC | 0.72% | Reduce -16.9% | 74,258 | $49.7M |
| PKS Advisory Services, LLC | 11.54% | Reduce -2.0% | 74,169 | $49.6M |
| Cornerstone Wealth Group, LLC | 3.35% | Reduce -2.6% | 74,047 | $49.6M |
| GAMCO Investors | 0.48% | Reduce -0.3% | 73,979 | $49.5M |
| Stratos Investment Management, LLC | 2.04% | Add +23.9% | 73,841 | $49.4M |
| Sage Financial Management Group, Inc. | 15.70% | Add +1.6% | 73,481 | $49.2M |
| Harbor Capital Advisors, Inc. | 3.82% | Reduce -5.8% | 73,431 | $49.1M |
| Hoxton Planning & Management, LLC | 15.73% | Reduce -0.5% | 73,051 | $48.9M |
| Alpha Financial Partners LLC | 31.62% | Add +3.6% | 72,644 | $48.6M |
| Argent Trust Co | 1.72% | Reduce -0.3% | 72,503 | $48.5M |
| Spreng Capital Management, Inc. | 19.81% | Reduce -6.6% | 72,239 | $48.3M |
| Peapack Gladstone Financial Corp. | 0.63% | Reduce -1.2% | 72,026 | $48.2M |
| Mather Group, Llc. | 0.48% | Reduce -1.8% | 71,635 | $47.9M |
| Hollencrest Capital Management | 1.73% | Add +0.5% | 71,531 | $47.9M |
| Pps&v Asset Management Consultants, Inc. | 27.31% | Add +0.9% | 70,676 | $47.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.75% | Reduce -5.1% | 70,662 | $47.3M |
| Bailard, Inc. | 1.03% | Reduce -0.9% | 70,542 | $47.2M |
| Patton Fund Management, Inc. | 8.46% | New | 70,352 | $47.1M |
| Cornerstone Advisory, LLC | 4.61% | Add +4.2% | 70,145 | $46.9M |
| Novare Capital Management LLC | 3.57% | Add +2.6% | 70,075 | $46.9M |
| Kelleher Financial Advisors | 11.78% | Reduce -7.0% | 69,994 | $46.8M |
| 1900 Wealth Management LLC | 3.16% | Reduce -3.0% | 69,647 | $46.6M |
| Rational Advisors, Inc. | 4.85% | Add +1.3% | 69,433 | $46.5M |
| Westwood Holdings Group Inc. | 0.34% | Reduce -3.8% | 69,192 | $46.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 15.65% | Reduce -4.1% | 69,172 | $46.3M |
| Boulder Wealth Advisors, LLC | 21.48% | — | 69,022 | $46.2M |
| Wescott Financial Advisory Group, LLC | 4.14% | Add +1.1% | 68,902 | $46.1M |
| 1832 Asset Management L.P. | 0.08% | Add +7.8% | 68,870 | $46.1M |
| Next Capital Management LLC | 15.35% | Add +7.1% | 68,699 | $46.0M |
| Silvercrest Asset Management Group LLC | 0.30% | Add +3.0% | 68,416 | $45.8M |
| Capital Planning LLC | 13.29% | Reduce -0.9% | 68,158 | $45.6M |
| SteelPeak Wealth, LLC | 1.52% | Add +17.0% | 67,589 | $45.2M |
| Watershed Private Wealth LLC | 14.26% | Add +5.9% | 67,435 | $45.1M |
| MCF Advisors LLC | 2.76% | Reduce -1.7% | 67,368 | $45.1M |
| Integrity Investment Advisors, LLC | 29.89% | Add +9.6% | 67,353 | $45.1M |
| NDWM LLC | 30.28% | Reduce -0.2% | 66,674 | $44.6M |
| Evercore Wealth Management, LLC | 0.65% | Add +0.3% | 66,594 | $44.6M |
| SouthState Bank Corp | 2.05% | Add +5.4% | 66,523 | $44.5M |
| Chokshi & Queen Wealth Advisors, Inc | 23.52% | Add +2.0% | 66,371 | $44.4M |
| HWG Holdings LP | 11.21% | Reduce -7.5% | 66,077 | $44.2M |
| Certuity, LLC | 3.03% | Add +4.1% | 65,933 | $44.1M |
| SigFig Wealth Management, LLC | 1.36% | Add +15.9% | 66,125 | $44.1M |
| Vestor Capital, LLC | 2.83% | Add +2795.4% | 65,841 | $44.1M |
| Portland Global Advisors LLC | 4.91% | Add +3.1% | 65,646 | $43.9M |
| Wealthcare Advisory Partners LLC | 0.91% | Add +2.2% | 65,195 | $43.6M |
| Dorsey & Whitney Trust CO LLC | 2.30% | Reduce -0.1% | 65,001 | $43.5M |
| Corepath Wealth Partners LLC | 31.50% | Add +16.7% | 64,307 | $43.4M |
| CreativeOne Wealth, LLC | 1.06% | Add +1.8% | 64,641 | $43.3M |
| Axiom Financial Strategies, LLC | 18.61% | Add +28.6% | 64,606 | $43.2M |
| Armor Investment Advisors, LLC | 13.63% | Add +45.7% | 64,260 | $43.0M |
| Salus Financial Advisors, LLC | 26.38% | Add +2.9% | 63,914 | $42.8M |
| Washington Trust Bank | 3.13% | Add +0.5% | 63,844 | $42.7M |
| WealthBridge Capital Management, LLC | 9.91% | Add +2.7% | 63,113 | $42.2M |
| Chicago Partners Investment Group LLC | 1.10% | Add +1.5% | 60,794 | $42.0M |
| PCA Investment Advisory Services Inc. | 15.52% | Add +4.7% | 62,535 | $42.0M |
| TD Private Client Wealth LLC | 0.94% | Reduce -6.4% | 62,615 | $41.9M |
| Fort Henry Capital, LLC | 26.48% | Reduce -1.1% | 62,292 | $41.7M |
| Bare Financial Services, Inc | 12.42% | Add +1.4% | 62,117 | $41.6M |
| B. Riley Wealth Advisors, Inc. | 2.00% | Add +4.8% | 62,071 | $41.5M |
| Valmark Advisers, Inc. | 0.54% | Add +3.5% | 62,064 | $41.5M |
| Voya Financial Advisors, Inc. | 4.01% | Reduce -11.7% | 62,297 | $41.5M |
| IFS Advisors, LLC | 24.25% | Reduce -1.8% | 61,913 | $41.4M |
| Arkansas Financial Group, Inc. | 6.09% | Add +3.9% | 61,807 | $41.4M |
| Retirement Income Solutions, Inc. | 7.06% | Reduce -4.1% | 61,729 | $41.3M |
| Rehmann Capital Advisory Group | 2.26% | Reduce -3.7% | 61,695 | $41.3M |
| Stone House Investment Management, LLC | 6.95% | Add +9.6% | 61,656 | $41.3M |
| Capital Advisors Wealth Management, LLC | 5.82% | Add +1.1% | 60,932 | $40.8M |
| Creekmur Asset Management LLC | 6.76% | Add +4.0% | 60,932 | $40.8M |
| Morris Financial Concepts, Inc. | 14.69% | Add +0.9% | 60,761 | $40.7M |
| Enzi Wealth | 14.23% | Reduce -0.6% | 60,942 | $40.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.04% | Reduce -4.2% | 60,286 | $40.3M |
| Greenwood Capital Associates LLC | 4.65% | Reduce -5.7% | 60,248 | $40.3M |
| RFG - Bristol Wealth Advisors, LLC | 11.64% | Add +56.9% | 60,216 | $40.3M |
| Norris Perne & French LLP | 2.80% | Add +0.1% | 60,207 | $40.3M |
| Cisco Systems, Inc. | 9.94% | No change | 60,000 | $40.2M |
| CBIZ Investment Advisory Services, LLC | 1.57% | Add +0.1% | 59,913 | $40.1M |
| City National Bank of Florida | 26.33% | Add +4.9% | 59,605 | $39.9M |
| Flow Traders U.S. LLC | 1.63% | Reduce -53.1% | 59,591 | $39.9M |
| Snider Financial Group | 10.88% | Add +0.4% | 59,589 | $39.9M |
| High Falls Advisors, Inc | 8.20% | Add +2.9% | 59,534 | $39.8M |
| Dynamic Advisor Solutions LLC | 1.15% | Add +7.3% | 59,271 | $39.7M |
| Windsor Capital Management, LLC | 10.93% | Add +3.8% | 59,166 | $39.6M |
| U.S. Capital Wealth Advisors, LLC | 1.07% | Add +12.5% | 59,147 | $39.6M |
| First Horizon Corp. | 1.85% | — | 58,849 | $39.4M |
| Somnio Financial Group, LLC | 26.71% | Reduce -0.8% | 58,846 | $39.4M |
| Blue Trust, Inc. | 0.44% | Add +0.4% | 58,784 | $39.3M |
| Ames National Corp. | 23.32% | Add +6.2% | 58,692 | $39.3M |
| CoreCap Advisors, LLC | 1.42% | Add +2.5% | 58,435 | $39.1M |
| Avondale Wealth Management | 20.78% | Reduce -0.0% | 58,290 | $39.0M |
| Ironwood Wealth Management, LLC. | 13.01% | Reduce -0.2% | 57,990 | $38.8M |
| Clear Creek Financial Management, LLC | 3.35% | Reduce -0.3% | 57,748 | $38.7M |
| Bellwether Advisors, LLC | 6.39% | Reduce -0.1% | 57,744 | $38.6M |
| Apollon Financial, LLC | 6.45% | Add +102.7% | 57,686 | $38.6M |
| Mann Financial Group, Inc. | 38.05% | — | 57,557 | $38.5M |
| SWS Partners | 9.37% | Add +0.8% | 57,361 | $38.4M |
| Vermillion & White Wealth Management Group, LLC | 21.80% | Add +2.9% | 57,235 | $38.3M |
| Nixon Peabody Trust Co. | 2.79% | Add +12.4% | 57,024 | $38.2M |
| German American Bancorp, Inc. | 3.37% | Add +1.3% | 57,014 | $38.2M |
| Landing Point Financial Group, LLC | 19.89% | Add +11.9% | 57,003 | $38.2M |
| Advanced Asset Management Advisors Inc | 10.20% | Reduce -17.6% | 57,000 | $38.2M |
| Sachem Hill LLC | 7.61% | Reduce -3.5% | 56,807 | $38.0M |
| Kapstone Financial Advisors LLC | 17.90% | Add +6.6% | 56,790 | $38.0M |
| Panoramic Capital Partners, LLC | 24.42% | Add +3.0% | 56,782 | $38.0M |
| ZynergyRetirementPlanningLLC | 23.96% | Reduce -0.5% | 56,757 | $38.0M |
| Mayflower Financial Advisors, LLC | 4.77% | Reduce -4.0% | 56,736 | $38.0M |
| Integris Wealth Management, LLC | 9.23% | Reduce -4.3% | 56,659 | $37.9M |
| Parr McKnight Wealth Management Group, LLC | 4.97% | Add +4.0% | 56,547 | $37.8M |
| David J Yvars Group | 20.24% | Add +0.7% | 56,446 | $37.8M |
| Sheets Smith Wealth Management | 4.27% | Reduce -2.3% | 56,409 | $37.8M |
| Mgo One Seven LLC | 0.87% | Add +9.0% | 56,214 | $37.6M |
| PACK Private Wealth, LLC | 17.60% | Add +1.3% | 55,813 | $37.4M |
| Coastline Trust Co | 4.00% | Reduce -2.3% | 55,709 | $37.3M |
| Camelot Technology Advisors, Inc. | 29.87% | Reduce -3.1% | 55,586 | $37.2M |
| Monograph Wealth Advisors, LLC | 3.76% | Add +1047.8% | 55,517 | $37.2M |
| Wealth Alliance, LLC | 3.82% | Reduce -1.6% | 55,492 | $37.1M |
| IFP Advisors, Inc | 0.94% | Add +4.1% | 53,982 | $36.1M |
| Fulton Bank, N.A. | 1.26% | Add +12.9% | 53,910 | $36.1M |
| Obsidian Cio, LLC | 4.72% | Reduce -1.2% | 53,697 | $35.9M |
| Exencial Wealth Advisors, LLC | 1.16% | Reduce -0.4% | 53,402 | $35.7M |
| Sfmg, LLC | 2.47% | Reduce -0.5% | 53,170 | $35.6M |
| Integrated Capital Management, LLC | 15.67% | Reduce -9.8% | 51,667 | $35.6M |
| Kanawha Capital Management LLC | 2.45% | Reduce -0.7% | 53,002 | $35.5M |
| Durante & Waters, LLC | 25.94% | Reduce -2.3% | 52,693 | $35.3M |
| Gradient Capital Advisors, LLC | 9.42% | Add +0.5% | 52,496 | $35.1M |
| Chemung Canal Trust Co. | 6.96% | Reduce -7.1% | 52,209 | $34.9M |
| Soltis Investment Advisors LLC | 2.41% | Add +2.4% | 52,113 | $34.9M |
| Pinnacle Financial Partners Inc | 0.84% | Reduce -8.5% | 52,110 | $34.9M |
| Ballew Advisors, Inc | 19.41% | Reduce -2.3% | 52,267 | $34.8M |
| Orin Green Financial, LLC | 13.89% | Add +1.4% | 51,912 | $34.7M |
| Wealth Quarterback LLC | 13.41% | Add +3.0% | 51,827 | $34.7M |
| River Wealth Advisors LLC | 4.05% | Add +1.5% | 51,730 | $34.6M |
| Syon Capital LLC | 1.85% | Reduce -0.0% | 51,531 | $34.5M |
| Elk River Wealth Management LLC | 5.52% | Add +0.8% | 51,468 | $34.4M |
| VestGen Advisors, LLC | 1.15% | Add +0.8% | 51,350 | $34.4M |
| Susquehanna International Group, LLP | 0.05% | Reduce -89.9% | 51,262 | $34.3M |
| Atlantic Family Wealth, LLC | 26.49% | Add +0.7% | 51,219 | $34.3M |
| Aurdan Capital Management, LLC | 10.89% | Add +7.4% | 51,144 | $34.2M |
| Valley Financial Group, Inc. | 19.39% | Add +2.0% | 51,089 | $34.2M |
| Sonoma Allocations LLC | 12.42% | — | 51,423 | $34.1M |
| WCG Wealth Advisors LLC | 2.14% | Add +0.0% | 50,980 | $34.1M |
| Cypress Financial Planning LLC | 10.44% | Reduce -1.9% | 50,816 | $34.0M |
| RiverGlades Family Offices LLC | 20.76% | Reduce -1.0% | 50,783 | $34.0M |
| World Investment Advisors | 0.70% | Add +4.5% | 50,772 | $34.0M |
| New Insight Wealth Advisors | 12.77% | Add +3.7% | 50,714 | $33.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.55% | Add +2.0% | 50,663 | $33.9M |
| Meridian Management Co. | 9.07% | Add +1.9% | 50,649 | $33.9M |
| Alliance Wealth Management Group | 7.52% | Add +28.1% | 50,500 | $33.8M |
| Okabena Investment Services Inc. | 6.52% | Add +1.2% | 50,164 | $33.6M |
| BridgePort Financial Solutions, LLC | 8.90% | Reduce -2.8% | 49,486 | $33.1M |
| Beacon Financial Planning, Inc. | 17.13% | Reduce -1.0% | 49,415 | $33.1M |
| Ascent Capital Management, LLC | 26.30% | Add +0.6% | 49,232 | $33.0M |
| Fortitude Family Office, LLC | 8.92% | Add +13.3% | 49,231 | $33.0M |
| Custos Family Office, LLC | 18.48% | Reduce -33.8% | 48,865 | $32.7M |
| Flagship Private Wealth, LLC | 13.08% | Add +30.6% | 48,635 | $32.6M |
| Vestmark Advisory Solutions, Inc. | 0.62% | Reduce -36.5% | 48,390 | $32.4M |
| Verus Financial Partners, Inc. | 3.11% | Reduce -0.8% | 48,343 | $32.4M |
| Signaturefd, LLC | 0.51% | Add +0.2% | 48,311 | $32.3M |
| CFS Investment Advisory Services, LLC | 2.39% | Add +2.4% | 47,282 | $32.2M |
| NorthLanding Financial Partners, LLC | 26.80% | Reduce -2.1% | 47,981 | $32.1M |
| Smith Chas P & Associates Pa Cpas | 2.78% | Reduce -31.4% | 47,955 | $32.1M |
| Nottingham Advisors, Inc. | 4.45% | Reduce -0.3% | 47,890 | $32.1M |
| Carbahal Olsen Financial Services Group, LLC | 25.69% | Reduce -0.4% | 47,831 | $32.0M |
| Cascade Financial Partners, LLC | 3.66% | Reduce -2.9% | 47,760 | $32.0M |
| Nwam LLC | 1.73% | Add +0.5% | 47,475 | $31.9M |
| Cornerstone Advisors Asset Management, LLC | 5.57% | Reduce -3.1% | 47,624 | $31.9M |
| Brown Wealth Management, LLC | 8.92% | Reduce -3.0% | 47,472 | $31.8M |
| Sandy Cove Advisors, LLC | 10.15% | Add +1.3% | 47,465 | $31.8M |
| Community Bank, N.A. | 3.82% | Add +0.0% | 47,138 | $31.5M |
| Middleton & Co. Inc. | 3.40% | Reduce -6.3% | 47,040 | $31.5M |
| Brighton Jones LLC | 0.75% | Add +1.8% | 46,836 | $31.3M |
| Lee, Kelleher & Klein Wealth Management | 19.28% | Add +2.6% | 46,761 | $31.3M |
| Atlas Legacy Advisors, LLC | 6.03% | Reduce -3.2% | 46,672 | $31.2M |
| O'shaughnessy Asset Management, LLC | 0.18% | Add +7.3% | 46,442 | $31.1M |
| Verger Capital Management LLC | 10.08% | Add +0.3% | 46,420 | $31.1M |
| VeraBank, N.A. | 5.80% | Add +5.3% | 46,392 | $31.1M |
| Pettinga Financial Advisors LLC | 6.05% | Reduce -1.8% | 46,367 | $31.0M |
| Private Client Services, LLC | 10.38% | Add +29.3% | 46,357 | $31.0M |
| Compass Financial Group, Inc. | 13.87% | Reduce -5.4% | 46,189 | $30.9M |
| Pennsylvania Capital Management Inc. | 9.01% | Add +2.0% | 46,134 | $30.9M |
| Verus Capital Partners, LLC | 2.40% | Reduce -0.8% | 46,069 | $30.8M |
| Aptus Capital Advisors, LLC | 0.28% | Reduce -3.2% | 45,999 | $30.8M |
| Meridian Wealth Management, LLC | 1.18% | Reduce -1.7% | 46,168 | $30.8M |
| Benjamin Edwards Inc. | 0.35% | Add +2.5% | 45,836 | $30.7M |
| Silverleafe Capital Partners, LLC | 9.45% | Add +12.3% | 45,705 | $30.6M |
| Atwater Malick LLC | 8.88% | Add +27.7% | 45,703 | $30.6M |
| Breakthru Advisory Services, LLC | 19.96% | Add +60.2% | 45,318 | $30.3M |
| WealthShield Partners, LLC | 3.43% | Reduce -2.6% | 45,151 | $30.2M |
| Citadel Advisors | 0.02% | Add +163.0% | 45,069 | $30.2M |
| Shepherd Financial Partners LLC | 2.87% | Reduce -0.1% | 45,020 | $30.1M |
| Patton Albertson Miller Group, LLC | 3.63% | Reduce -2.5% | 44,946 | $30.1M |
| Sovran Advisors, LLC | 2.65% | Add +7.0% | 43,867 | $30.0M |
| Nomura Asset Management Co. Ltd. | 0.08% | Reduce -18.2% | 44,770 | $30.0M |
| Matrix Trust Co | 4.69% | Reduce -1.9% | 44,766 | $30.0M |
| Altus Wealth Group LLC | 12.25% | Add +2.4% | 44,588 | $29.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.72% | Add +3.0% | 44,400 | $29.7M |
| Grove Bank & Trust | 3.47% | Add +11.4% | 44,318 | $29.7M |
| SVB Wealth LLC | 1.59% | Reduce -11.9% | 44,257 | $29.6M |
| Adapt Wealth Advisors, LLC | 10.90% | Reduce -1.5% | 44,051 | $29.5M |
| Moody National Bank Trust Division | 2.49% | Add +0.3% | 43,985 | $29.4M |
| Acima Private Wealth, LLC | 9.16% | Add +3.4% | 43,700 | $29.2M |
| SageView Advisory Group, LLC | 1.01% | Reduce -2.5% | 43,691 | $29.2M |
| Catalyst Private Wealth, LLC | 12.83% | Reduce -3.1% | 43,677 | $29.2M |
| Intrepid Financial Planning Group LLC | 11.14% | Reduce -1.7% | 43,676 | $29.2M |
| First National Bank of Hutchinson | 15.46% | Reduce -4.8% | 43,649 | $29.2M |
| Aspen Grove Capital, LLC | 4.85% | Add +0.3% | 43,029 | $28.8M |
| Diversify Advisory Services, LLC | 0.97% | Add +23.0% | 41,870 | $28.8M |
| CacheTech Inc. | 5.77% | Reduce -12.3% | 42,848 | $28.7M |
| Drive Wealth Management, LLC | 6.06% | Reduce -7.8% | 42,735 | $28.6M |
| Alpine Bank Wealth Management | 4.02% | Reduce -0.5% | 42,678 | $28.6M |
| Cadinha & Co. LLC | 3.87% | Add +0.1% | 42,585 | $28.5M |
| Adaptive Financial Consulting, LLC | 11.37% | Reduce -1.8% | 42,488 | $28.4M |
| Sanchez Wealth Management Group | 6.31% | Reduce -1.4% | 42,476 | $28.4M |
| Advus Financial Partners, LLC | 6.81% | Reduce -14.0% | 42,360 | $28.4M |
| Vise Technologies, Inc. | 1.05% | Reduce -27.5% | 42,340 | $28.3M |
| National Bank of Canada | 0.03% | Reduce -38.5% | 42,317 | $28.3M |
| CIBC Asset Management Inc | 0.08% | No change | 42,229 | $28.3M |
| Diversified Trust Co. | 0.56% | Reduce -12.6% | 42,201 | $28.2M |
| Lantz Financial LLC | 6.25% | Add +1.7% | 42,195 | $28.2M |
| Cypress Wealth Services, LLC | 4.62% | Reduce -2.3% | 42,136 | $28.2M |
| Continuum Wealth Advisors, LLC | 12.02% | Add +5.1% | 42,124 | $28.2M |
| Adams Wealth Management | 6.01% | Reduce -12.9% | 41,901 | $28.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.96% | Reduce -0.1% | 41,777 | $28.0M |
| One Capital Management, LLC | 0.89% | Add +3.0% | 41,763 | $28.0M |
| JMG Financial Group, Ltd. | 0.79% | Add +1.5% | 41,688 | $27.9M |
| PAX Financial Group, LLC | 5.01% | Add +10.1% | 41,558 | $27.8M |
| HCR Wealth Advisors | 2.88% | Add +3.5% | 41,337 | $27.8M |
| Yukon Wealth Management, Inc. | 9.11% | Reduce -2.1% | 41,522 | $27.8M |
| Fairman Group, LLC | 22.38% | Add +8.9% | 41,512 | $27.8M |
| Keystone Wealth Services, LLC | 6.06% | Reduce -20.6% | 41,468 | $27.8M |
| Naples Global Advisors, LLC | 2.15% | Reduce -0.9% | 41,326 | $27.7M |
| Evermay Wealth Management LLC | 3.16% | Reduce -3.3% | 41,223 | $27.6M |
| William Howard & Co Financial Advisors Inc | 23.45% | Reduce -5.0% | 41,173 | $27.6M |
| Teachers Insurance & Annuity Association of America | 32.80% | Reduce -0.1% | 41,055 | $27.5M |
| Nadler Financial Group, Inc. | 2.62% | Add +2.8% | 41,045 | $27.5M |
| Financial Life Planners | 18.43% | Add +3.9% | 40,992 | $27.4M |
| Birch Hill Investment Advisors LLC | 1.16% | Reduce -0.7% | 40,940 | $27.4M |
| IAG Wealth Partners, LLC | 3.29% | Reduce -6.3% | 40,887 | $27.4M |
| Beacon Investment Advisory Services, Inc. | 1.15% | Reduce -6.6% | 40,884 | $27.4M |
| AMS Capital Ltda | 11.16% | Reduce -28.5% | 40,749 | $27.3M |
| Charles Schwab Trust Co | 1.85% | Reduce -0.5% | 40,683 | $27.2M |
| Riverpoint Wealth Management Holdings, LLC | 5.97% | Add +0.8% | 40,614 | $27.2M |
| Liberty Wealth Management LLC | 3.79% | Add +1.1% | 40,259 | $26.9M |
| Nova R Wealth, Inc. | 11.40% | Reduce -0.2% | 40,179 | $26.9M |
| Vivid Wealth Management, LLC | 10.67% | Reduce -4.7% | 40,106 | $26.8M |
| Wealth Dimensions Group, Ltd. | 5.49% | Add +0.7% | 39,920 | $26.7M |
| Eldridge Investment Advisors, Inc. | 6.08% | Reduce -29.5% | 39,884 | $26.7M |
| WealthPlan Investment Management, LLC | 1.77% | Add +284.5% | 39,849 | $26.7M |
| Human Investing LLC | 3.94% | Add +1.4% | 39,848 | $26.7M |
| American Wealth Advisors, LLC | 26.31% | — | 39,736 | $26.6M |
| MRA Advisory Group | 11.57% | Reduce -17.5% | 39,642 | $26.5M |
| Cynosure Group, LLC | 2.88% | Reduce -11.6% | 39,599 | $26.5M |
| Gimbal Financial | 15.90% | Add +1.0% | 39,564 | $26.5M |
| Summit Wealth Partners, LLC | 4.77% | Add +10.3% | 39,470 | $26.4M |
| ONE Advisory Partners, LLC | 8.05% | Reduce -1.0% | 39,417 | $26.3M |
| Moller Wealth Partners | 5.47% | Reduce -3.0% | 39,224 | $26.3M |
| Fsa Wealth Partners, Inc. | 10.11% | Reduce -1.6% | 39,209 | $26.2M |
| Prairieview Wealth Partners, LLC | 24.64% | Add +2.5% | 39,194 | $26.2M |
| Flagstar Securities, Inc. | 8.03% | Reduce -17.2% | 39,173 | $26.2M |
| Cary Street Partners Financial LLC | 0.68% | Reduce -1.0% | 39,056 | $26.1M |
| Wick Capital Partners, LLC | 6.23% | Reduce -37.1% | 39,019 | $26.1M |
| Essex Financial Services, Inc. | 1.56% | Add +3.5% | 39,013 | $26.1M |
| New England Asset Management Inc. | 3.54% | Add +24.8% | 38,985 | $26.1M |
| Eley Financial Management, Inc | 9.39% | Add +0.8% | 38,942 | $26.1M |
| Abound Wealth Management | 6.52% | Add +4.9% | 38,925 | $26.1M |
| Interactive Financial Advisors, Inc. | 14.07% | Reduce -9.9% | 38,888 | $26.0M |
| Hubbell Strickland Wealth Management, LLC | 10.70% | Add +3.2% | 38,878 | $26.0M |
| Synovus Financial Corp. | 0.30% | Add +3.4% | 38,761 | $26.0M |
| Mission Wealth Management, LP | 0.53% | Reduce -1.6% | 38,615 | $25.8M |
| Destiny Capital Corp | 14.02% | Add +6.8% | 38,422 | $25.7M |
| Legacy Advisors, LLC | 3.18% | — | 38,412 | $25.7M |
| Hengehold Capital Management LLC | 2.19% | Add +4.6% | 38,390 | $25.7M |
| Park Place Capital Corp | 5.42% | Add +13.6% | 38,377 | $25.7M |
| McAdam, LLC | 1.26% | Reduce -1.1% | 38,269 | $25.6M |
| 4J Wealth Management LLC | 15.03% | Add +1.8% | 38,212 | $25.6M |
| Rock Creek Group LLC | 2.68% | Reduce -1.9% | 38,083 | $25.5M |
| Belpointe Asset Management LLC | 0.97% | Reduce -13.9% | 38,067 | $25.5M |
| Kovack Advisors, Inc. | 2.40% | Reduce -42.4% | 38,029 | $25.5M |
| Keystone Financial Services | 7.88% | Reduce -1.1% | 37,976 | $25.4M |
| VERITY Wealth Advisors | 16.00% | No change | 37,850 | $25.3M |
| Shared Vision Wealth Group LLC | 10.72% | Reduce -1.7% | 37,714 | $25.3M |
| Fairway Wealth LLC | 7.08% | Add +13.9% | 37,699 | $25.2M |
| Roger Wittlin Investment Advisory, LLC | 14.02% | Reduce -8.4% | 37,668 | $25.2M |
| Dagco, Inc. | 6.33% | Add +7.7% | 37,633 | $25.2M |
| Sterling Investment Advisors LLC | 12.47% | Reduce -6.0% | 37,627 | $25.2M |
| Capital Insight Partners, LLC | 4.17% | Add +23.5% | 37,600 | $25.2M |
| Vantage Financial Partners, LLC | 5.29% | Reduce -1.2% | 37,559 | $25.1M |
| Richwood Investment Advisors, LLC | 19.65% | Add +1.4% | 37,465 | $25.1M |
| Legacy Trust | 4.94% | Add +4.0% | 37,407 | $25.0M |
| TBH Global Asset Management, LLC | 4.88% | Reduce -95.7% | 37,387 | $25.0M |
| Diversified Portfolios, Inc. | 2.19% | Reduce -1.9% | 37,147 | $24.9M |
| Bradley Foster & Sargent Inc. | 0.37% | Add +3.8% | 37,114 | $24.8M |
| Southern Capital Advisors, LLC | 11.61% | Add +2.3% | 37,007 | $24.8M |
| Fusion Family Wealth, LLC | 1.86% | Reduce -0.4% | 36,999 | $24.8M |
| Waldron Private Wealth LLC | 1.00% | Add +8.4% | 36,892 | $24.7M |
| Peddock Capital Advisors, LLC | 5.32% | Add +1.6% | 36,868 | $24.7M |
| Commonwealth Financial Services, LLC | 4.22% | Add +24.9% | 36,815 | $24.6M |
| One Wealth Advisors, LLC | 3.09% | Reduce -0.1% | 36,790 | $24.6M |
| Members Wealth LLC | 15.54% | — | 36,527 | $24.5M |
| CM Wealth Advisors LLC | 6.45% | Add +59.1% | 36,551 | $24.5M |
| Hilltop Wealth Advisors, LLC | 12.66% | Add +3.9% | 36,297 | $24.3M |
| Focus Partners Advisor Solutions, LLC | 0.27% | Add +19.2% | 35,638 | $24.2M |
| Trademark Financial Management, LLC | 14.01% | Add +0.1% | 35,969 | $24.1M |
| LGL Partners, LLC | 10.25% | Reduce -6.4% | 35,969 | $24.1M |
| Stephenson & Company, Inc. | 13.82% | Add +0.3% | 35,951 | $24.1M |
| Client First Capital LLC | 10.69% | Reduce -6.3% | 35,863 | $24.0M |
| Orion Capital Management LLC | 8.37% | Reduce -1.4% | 35,859 | $24.0M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.68% | Reduce -20.9% | 35,804 | $24.0M |
| SBI Securities Co., Ltd. | 0.61% | Reduce -2.5% | 35,717 | $23.9M |
| Scotia Capital Inc. | 0.10% | Add +3.5% | 35,677 | $23.9M |
| Bfsg, LLC | 2.32% | Add +283.3% | 35,661 | $23.9M |
| Smartleaf Asset Management LLC | 1.47% | Add +55.9% | 35,740 | $23.8M |
| Kelly Financial Services LLC | 6.17% | Reduce -6.8% | 35,582 | $23.8M |
| DeDora Capital, Inc. | 5.75% | Add +0.5% | 35,575 | $23.8M |
| GenWealth Group, Inc. | 4.43% | Add +1.7% | 35,528 | $23.8M |
| Certified Advisory Corp | 2.26% | Reduce -0.6% | 35,489 | $23.8M |
| 4Thought Financial Group Inc. | 11.97% | Reduce -1.3% | 35,373 | $23.7M |
| CVA Family Office, LLC | 3.04% | Add +0.6% | 35,343 | $23.7M |
| NewEdge Wealth, LLC | 0.34% | Add +73.4% | 34,737 | $23.7M |
| Saiph Capital, LLC | 8.51% | Reduce -22.6% | 35,313 | $23.6M |
| Emergent Wealth Advisors, LLC | 13.66% | Add +2.7% | 35,213 | $23.6M |
| Walkner Condon Financial Advisors LLC | 3.72% | Add +11.0% | 35,072 | $23.5M |
| Pinion Investment Advisors, LLC | 6.39% | Add +25.3% | 34,354 | $23.4M |
| E Fund Management (Hong Kong) Co., Ltd. | 14.13% | Add +8.9% | 34,693 | $23.2M |
| Mill Creek Capital Advisors, LLC | 0.48% | Add +1.2% | 34,674 | $23.2M |
| TAGStone Capital, Inc. | 9.16% | Add +0.1% | 34,552 | $23.1M |
| SMI Advisory Services, LLC | 4.35% | Reduce -1.3% | 34,192 | $23.0M |
| Providence Financial Advisors, LLC | 21.76% | — | 34,088 | $22.8M |
| Kraft, Davis & Associates, LLC | 5.55% | Reduce -2.7% | 33,780 | $22.8M |
| XML Financial, LLC | 1.85% | Add +0.7% | 34,004 | $22.8M |
| Arvest Investments, Inc. | 3.26% | Reduce -1.3% | 34,000 | $22.8M |
| Avaii Wealth Management, LLC | 8.64% | Add +2.4% | 33,951 | $22.7M |
| Western Wealth Management, LLC | 1.20% | Reduce -0.0% | 33,821 | $22.6M |
| Sageworth Trust Co | 1.05% | Reduce -0.3% | 33,809 | $22.6M |
| Aspen Wealth Strategies, LLC | 12.65% | Add +5.4% | 33,758 | $22.6M |
| Madison Wealth Partners, Inc | 4.45% | Add +0.2% | 33,645 | $22.5M |
| Hoese & Co LLP | 17.19% | Reduce -0.6% | 33,605 | $22.5M |
| Lynch & Associates | 4.34% | Reduce -2.5% | 33,554 | $22.5M |
| KPP Advisory Services LLC | 3.33% | Reduce -5.2% | 33,510 | $22.4M |
| Willis Johnson & Associates, Inc. | 1.39% | Add +4.3% | 33,478 | $22.4M |
| Waters Parkerson & Co., LLC | 1.09% | Reduce -1.0% | 33,373 | $22.3M |
| Cypress Capital Group | 2.67% | Reduce -60.4% | 33,338 | $22.3M |
| Eq LLC | 7.57% | Add +8.3% | 33,309 | $22.3M |
| Gilbert Capital Group, Inc. | 17.16% | Add +0.1% | 33,140 | $22.2M |
| Dimension Capital Management LLC | 3.22% | Reduce -2.0% | 33,095 | $22.2M |
| Beirne Wealth Consulting Services, LLC | 5.29% | Add +0.5% | 32,909 | $22.0M |
| WBH Advisory Inc. | 1.68% | Add +1.1% | 32,890 | $22.0M |
| EverSource Wealth Advisors, LLC | 0.87% | Add +16.2% | 32,859 | $22.0M |
| Avestar Capital, LLC | 1.57% | Reduce -3.4% | 32,856 | $22.0M |
| Jackson Wealth Management, LLC | 2.19% | Add +0.1% | 32,740 | $21.9M |
| Pacific Financial Group Inc. | 16.20% | Add +5.9% | 32,685 | $21.9M |
| B&D White Capital Company, LLC | 2.80% | New | 32,631 | $21.8M |
| Goldstone Financial Group, LLC | 2.58% | Add +5.6% | 32,601 | $21.8M |
| Grey Ledge Advisors, LLC | 4.94% | Add +5.1% | 32,584 | $21.8M |
| RFP Financial Group LLC | 8.87% | Add +0.8% | 36,899 | $21.8M |
| Sherman Asset Management, Inc. | 18.78% | Add +0.2% | 32,517 | $21.8M |
| Holland Advisory Services, Inc. | 29.84% | Reduce -2.9% | 32,464 | $21.7M |
| Sunbeam Capital Management, LLC | 13.49% | Add +4.6% | 32,442 | $21.7M |
| Tepp RIA, LLC | 24.57% | Reduce -7.8% | 32,339 | $21.6M |
| Peak Planning Group, LLC | 11.26% | Add +21.1% | 32,302 | $21.6M |
| Outlook Wealth Advisors, LLC | 5.36% | Reduce -2.8% | 32,136 | $21.5M |
| Insight 2811, Inc. | 9.58% | Add +3.5% | 32,114 | $21.5M |
| SIMA Wealth Partners, LLC | 16.42% | Reduce -0.8% | 32,086 | $21.5M |
| Kingswood Wealth Advisors, LLC | 1.30% | Add +10.9% | 32,006 | $21.4M |
| Van Hulzen Asset Management, LLC | 1.59% | Add +4.0% | 31,997 | $21.4M |
| Beacon Financial Group | 2.09% | Add +0.2% | 31,810 | $21.3M |
| Ascent Group, LLC | 0.75% | Add +0.3% | 31,773 | $21.3M |
| AtlasMark Financial, Inc | 14.17% | Add +4.6% | 31,664 | $21.2M |
| Pines Wealth Management, LLC | 7.12% | Reduce -0.4% | 31,559 | $21.1M |
| Summit Asset Management, LLC | 3.24% | Add +1.8% | 31,497 | $21.1M |
| ArborFi Advisors, LLC | 17.11% | Add +3.1% | 31,394 | $21.0M |
| Gallagher Capital Advisors, LLC | 12.05% | Add +0.2% | 10,134 | $20.9M |
| Harbor Group, Inc. | 3.32% | Add +5.5% | 31,193 | $20.9M |
| Vanguard Group Inc. | 0.00% | Add +2.8% | 31,187 | $20.9M |
| Stevens Capital Partners | 6.22% | Add +0.3% | 31,151 | $20.8M |
| Oak Wealth Advisors LLC | 12.10% | Add +5.3% | 31,111 | $20.8M |
| Colonial Trust Co / SC | 2.80% | Add +13.4% | 31,098 | $20.8M |
| SWP Financial LLC | 10.60% | Add +0.8% | 31,073 | $20.8M |
| Patriot Financial Group Insurance Agency, LLC | 2.65% | Reduce -57.8% | 30,934 | $20.7M |
| Ashton Thomas Securities, LLC | 2.88% | New | 30,902 | $20.6M |
| Asset Management Group, Inc. | 3.37% | Reduce -0.2% | 30,772 | $20.6M |
| Smith Shellnut Wilson LLC | 7.91% | Add +0.2% | 30,753 | $20.6M |
| Mycio Wealth Partners, LLC | 4.76% | Reduce -1.2% | 30,737 | $20.6M |
| Life Line Wealth Management LLC | 6.22% | Reduce -1.3% | 30,461 | $20.4M |
| JCSD Capital, LLC | 36.21% | No change | 30,450 | $20.4M |
| Centennial Wealth Advisory LLC | 5.66% | Add +4.2% | 30,407 | $20.4M |
| Astra Wealth Partners LLC | 14.14% | Add +1.8% | 30,338 | $20.3M |
| ACT Advisors, LLC. | 8.17% | Reduce -14.1% | 30,228 | $20.2M |
| Great Valley Advisor Group, Inc. | 0.41% | Add +0.2% | 30,191 | $20.2M |
| Ade, LLC | 10.17% | Add +0.9% | 30,062 | $20.1M |
| Global Wealth Management, LLC | 10.55% | Reduce -6.8% | 30,032 | $20.1M |
| Ameliora Wealth Management Ltd. | 6.68% | Add +22.0% | 29,994 | $20.1M |
| Thomasville National Bank | 1.26% | Reduce -1.3% | 29,990 | $20.1M |
| Market Street Wealth Management Advisors LLC | 3.19% | Reduce -0.6% | 29,973 | $20.1M |
| Element Wealth, LLC | 8.71% | Add +0.3% | 29,836 | $20.0M |
| Boston Research & Management Inc. | 4.34% | Reduce -0.7% | 29,431 | $19.7M |
| Taylor & Morgan Wealth Management, LLC | 12.07% | Add +1.7% | 29,365 | $19.7M |
| Congress Park Capital LLC | 6.11% | Add +13.2% | 29,349 | $19.6M |
| Foundry Financial Group, Inc. | 10.31% | Add +1.4% | 29,333 | $19.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.32% | Add +2.1% | 29,322 | $19.6M |
| Sunbelt Securities, Inc. | 1.35% | Reduce -19.8% | 29,296 | $19.6M |
| Headland Capital, LLC | 5.50% | Add +6.1% | 29,286 | $19.6M |
| Palisades Hudson Asset Management, L.P. | 7.06% | Reduce -1.1% | 29,090 | $19.5M |
| Wedbush Securities Inc. | 0.64% | Add +2.5% | 29,085 | $19.5M |
| Retirement Systems of Alabama | 0.06% | Reduce -1.3% | 28,993 | $19.4M |
| Wiser Wealth Management, Inc | 4.43% | Reduce -5.6% | 28,953 | $19.4M |
| Compagnie Lombard Odier SCmA | 0.21% | Reduce -1.6% | 28,914 | $19.4M |
| Canvas Wealth Advisors, LLC | 3.52% | Add +9.3% | 28,764 | $19.3M |
| Sax Wealth Advisors, LLC | 1.04% | Reduce -2.2% | 28,886 | $19.3M |
| Common Fund for Nonprofit Organizations | 1.66% | Reduce -43.7% | 28,833 | $19.3M |
| Pallas Capital Advisors LLC | 0.71% | Add +2.1% | 28,827 | $19.3M |
| CRA Financial Services, LLC | 2.64% | Add +3.3% | 28,795 | $19.3M |
| NRI Wealth Management LC | 10.29% | Reduce -50.8% | 28,770 | $19.3M |
| Wesbanco Bank Inc. | 0.54% | Reduce -1.9% | 28,715 | $19.2M |
| Caldwell Trust Co | 1.79% | Add +7.9% | 28,671 | $19.2M |
| Coordinated Financial Services, Inc. | 12.47% | Reduce -2.5% | 28,653 | $19.2M |
| PJT Investments Corp. | 10.79% | Add +61.7% | 28,611 | $19.1M |
| Chesley Taft & Associates LLC | 0.81% | Add +4.2% | 28,499 | $19.1M |
| Independent Advisor Alliance | 0.49% | Add +10.0% | 28,451 | $19.0M |
| Stratos Wealth Advisors, LLC | 0.91% | Reduce -2.8% | 28,092 | $18.8M |
| Trustmark Bank Trust Department | 1.22% | Add +5.2% | 28,019 | $18.8M |
| NWF Advisory Services Inc. | 2.06% | Add +1.7% | 28,005 | $18.7M |
| RFG Advisory, LLC | 0.38% | Reduce -12.0% | 27,706 | $18.5M |
| Fifth Lane Capital, LP | 18.95% | No change | 27,500 | $18.4M |
| Legacy Financial Group LLC | 2.40% | Add +3848.6% | 27,443 | $18.4M |
| BCGM Wealth Management, LLC | 4.77% | Reduce -0.1% | 27,390 | $18.3M |
| Invst, LLC | 2.07% | Add +8.1% | 27,259 | $18.2M |
| AlphaCore Capital LLC | 0.61% | Reduce -0.6% | 27,196 | $18.2M |
| Blueprint Investment Partners LLC | 2.55% | Reduce -1.2% | 27,158 | $18.2M |
| Montecito Bank & Trust | 2.81% | — | 27,039 | $18.1M |
| Kilter Group LLC | 8.57% | Reduce -6.4% | 27,011 | $18.1M |
| United Community Bank | 5.60% | Add +1.3% | 27,007 | $18.1M |
| Generali Investments CEE, investicni spolecnost, a.s. | 1.38% | No change | 27,000 | $18.1M |
| CENTRAL TRUST Co | 0.38% | Add +6.7% | 26,983 | $18.1M |
| Evernest Financial Advisors, LLC | 5.06% | Reduce -0.1% | 26,981 | $18.1M |
| CWA Asset Management Group, LLC | 0.67% | Add +20.7% | 26,976 | $18.1M |
| BTC Capital Management, Inc. | 1.24% | Add +3.3% | 26,762 | $17.9M |
| Providence Capital Advisors, LLC | 3.09% | Add +3.8% | 26,654 | $17.8M |
| Acropolis Investment Management, LLC | 0.90% | Add +3.5% | 28,648 | $17.8M |
| Zhang Financial LLC | 0.72% | Reduce -0.4% | 26,536 | $17.8M |
| Ausdal Financial Partners, Inc. | 0.87% | Add +32.7% | 26,526 | $17.8M |
| Cooper/Haims Advisors, LLC | 8.27% | Reduce -4.0% | 26,463 | $17.7M |
| Kingsview Wealth Management, LLC | 0.27% | Add +5.9% | 26,425 | $17.7M |
| Trifecta Capital Advisors, LLC | 2.68% | Reduce -4.2% | 26,382 | $17.7M |
| Global Wealth Management Investment Advisory, Inc. | 2.93% | Add +3.6% | 26,144 | $17.5M |
| Empower Advisory Group, LLC | 0.05% | Reduce -0.2% | 26,102 | $17.5M |
| Treasurer of the State of North Carolina | 0.05% | Reduce -0.7% | 25,988 | $17.4M |
| EPG Wealth Management LLC | 4.79% | Add +0.0% | 25,954 | $17.4M |
| Fairvoy Private Wealth, LLC | 3.95% | Add +23.7% | 25,950 | $17.4M |
| Oarsman Capital, Inc. | 2.43% | Reduce -10.6% | 25,931 | $17.4M |
| Webster Bank, N. A. | 1.67% | Reduce -0.5% | 25,919 | $17.3M |
| Steel Grove Capital Advisors, LLC | 2.05% | No change | 27,706 | $17.2M |
| Sovereign Financial Group, Inc. | 3.22% | Reduce -11.5% | 25,692 | $17.2M |
| Signature Estate & Investment Advisors LLC | 0.37% | Reduce -4.7% | 25,585 | $17.1M |
| Ironwood Wealth Management, Inc. | 7.84% | Reduce -0.8% | 26,079 | $17.1M |
| Strategic Blueprint, LLC | 0.74% | Add +2.4% | 25,461 | $17.0M |
| Bank of New Hampshire | 3.92% | Add +19.5% | 25,447 | $17.0M |
| Hardy Reed LLC | 1.25% | Reduce -0.8% | 25,395 | $17.0M |
| Sage Advisory Services, Ltd.Co. | 8.91% | Reduce -3.4% | 25,393 | $17.0M |
| Gradient Investments LLC | 0.28% | Add +21.3% | 25,348 | $17.0M |
| Pine Valley Investments Ltd Liability Co | 0.88% | Reduce -0.8% | 25,273 | $16.9M |
| Axxcess Wealth Management, LLC | 0.36% | Reduce -1.4% | 25,253 | $16.9M |
| Peterson Wealth Advisors, LLC | 2.52% | Reduce -1.5% | 25,018 | $16.8M |
| Associated Banc-Corp | 0.44% | Add +2.8% | 25,133 | $16.8M |
| Bank Pictet & Cie (Europe) AG | 0.34% | No change | 25,070 | $16.8M |
| GC Wealth Management RIA, LLC | 0.55% | Add +106.3% | 24,897 | $16.7M |
| Rothschild Wealth LLC | 3.62% | Add +0.7% | 24,824 | $16.6M |
| Verum Partners LLC | 3.53% | Reduce -0.6% | 24,756 | $16.6M |
| Becker Capital Management Inc. | 0.48% | Reduce -0.5% | 24,678 | $16.5M |
| Peoples Bank | 10.14% | Reduce -7.4% | 24,667 | $16.5M |
| Summit Trail Advisors, LLC | 0.23% | Add +7.1% | 24,645 | $16.5M |
| Breakwater Capital Group | 2.44% | Add +2.9% | 24,643 | $16.5M |
| NorthRock Partners, LLC | 0.30% | Add +32.7% | 24,549 | $16.4M |
| MassMutual Private Wealth & Trust, FSB | 0.42% | Reduce -8.8% | 24,517 | $16.4M |
| Highview Capital Management LLC | 6.03% | Reduce -0.0% | 24,504 | $16.4M |
| Bigelow Investment Advisors, LLC | 6.61% | Add +0.8% | 24,494 | $16.4M |
| Guardian Wealth Advisors, LLC / NC | 1.07% | Reduce -0.3% | 24,478 | $16.4M |
| Trek Financial, LLC | 0.98% | Add +13.4% | 24,476 | $16.4M |
| Parisi Gray Wealth Management | 4.23% | Reduce -1.6% | 24,297 | $16.3M |
| Fort Point Capital Partners LLC | 2.06% | Reduce -51.6% | 24,284 | $16.3M |
| Anderson Hoagland & Co. | 1.45% | Reduce -1.9% | 24,166 | $16.2M |
| Venture Visionary Partners LLC | 0.56% | Add +5.1% | 24,116 | $16.1M |
| Columbus Macro, LLC | 1.83% | Reduce -1.1% | 24,070 | $16.1M |
| Canal Capital Management, LLC | 2.42% | Reduce -2.9% | 24,051 | $16.1M |
| Evergreen Capital Management LLC | 0.38% | Reduce -7.4% | 23,977 | $16.0M |
| Aureus Asset Management, LLC | 1.04% | Add +0.2% | 23,946 | $16.0M |
| Moisand Fitzgerald Tamayo, LLC | 1.88% | Reduce -3.7% | 23,897 | $16.0M |
| Parsons Capital Management Inc. | 0.91% | Reduce -2.6% | 23,887 | $16.0M |
| Disciplina Capital Management LLC | 1.95% | Reduce -55.5% | 23,880 | $16.0M |
| Broadview Financial Management, LLC | 10.74% | Reduce -5.5% | 23,800 | $15.9M |
| Exchange Traded Concepts, LLC | 0.15% | Add +124.9% | 23,800 | $15.9M |
| Cyndeo Wealth Partners, LLC | 0.88% | Add +1.1% | 23,779 | $15.9M |
| Fusion Capital, LLC | 4.63% | Reduce -1.8% | 23,216 | $15.9M |
| Lutz Financial Services LLC | 1.15% | Reduce -0.9% | 23,742 | $15.9M |
| GenTrust, LLC | 0.72% | Reduce -1.1% | 23,722 | $15.9M |
| Private Trust Co. NA | 1.40% | Add +15.3% | 23,649 | $15.8M |
| PFG Advisors | 0.65% | New | 23,643 | $15.8M |
| Mosaic Financial Group, LLC | 11.23% | Add +2.3% | 23,579 | $15.8M |
| Pinnacle Family Advisors, LLC | 6.87% | Add +0.5% | 23,517 | $15.7M |
| Bison Wealth, LLC | 1.45% | Reduce -3.7% | 23,158 | $15.7M |
| Seven Mile Advisory | 2.57% | Add +2150.1% | 23,423 | $15.7M |
| Cherry Tree Wealth Management, LLC | 3.44% | Add +1.8% | 23,401 | $15.7M |
| Northwest Bancshares, Inc. | 2.59% | Reduce -3.1% | 23,278 | $15.6M |
| First National Trust Co | 0.53% | Reduce -2.6% | 23,205 | $15.5M |
| Main Street Financial Solutions, LLC | 0.99% | Add +5.3% | 22,992 | $15.4M |
| Investment Advisory Group, LLC | 4.17% | Add +4.5% | 22,922 | $15.3M |
| Gould Asset Management LLC | 2.83% | Add +0.7% | 22,790 | $15.3M |
| Flagship Harbor Advisors, LLC | 0.66% | Add +35.1% | 22,767 | $15.2M |
| Sierra Capital LLC | 1.67% | Reduce -4.0% | 22,679 | $15.2M |
| Atlantic Edge Private Wealth Management, LLC | 3.90% | Add +1.8% | 22,670 | $15.2M |
| Ingalls & Snyder LLC | 0.50% | Add +18.7% | 22,633 | $15.1M |
| Elyxium Wealth, LLC | 5.28% | Add +2.5% | 22,607 | $15.1M |
| YHB Investment Advisors, Inc. | 1.11% | Add +9.7% | 22,597 | $15.1M |
| TSA Wealth Managment LLC | 5.14% | Reduce -1.8% | 22,589 | $15.1M |
| Caprock Group, LLC | 0.37% | — | 23,299 | $15.1M |
| Jackson Hole Capital Partners, LLC | 2.57% | Reduce -0.6% | 22,486 | $15.1M |
| SPC Financial, Inc. | 1.17% | Add +2.4% | 22,467 | $15.0M |
| Motive Wealth Advisors | 6.47% | Reduce -1.6% | 22,440 | $15.0M |
| Pembroke Management, LTD | 1.49% | Reduce -19.8% | 22,368 | $15.0M |
| IMC-Chicago, LLC | 0.27% | Reduce -86.4% | 22,367 | $15.0M |
| Capital Investment Advisory Services, LLC | 1.19% | Add +1.0% | 22,324 | $14.9M |
| ETF Store, Inc. | 15.83% | Reduce -0.9% | 22,303 | $14.9M |
| JDM Financial Group LLC | 6.25% | Reduce -8.7% | 22,290 | $14.9M |
| Greenhouse Wealth Management, LLC | 8.96% | Reduce -1.2% | 22,280 | $14.9M |
| MRWM Advisors, LLC | 8.48% | Add +9.0% | 22,248 | $14.9M |
| GPS Wealth Strategies Group, LLC | 1.57% | Add +7.0% | 22,184 | $14.8M |
| a16z Perennial Management, L.P. | 1.18% | Add +1151.4% | 414,212 | $14.8M |
| Roof Eidam Maycock Peralta, LLC | 3.60% | Add +1.8% | 22,126 | $14.8M |
| Klingenstein Fields & Co. LP | 0.56% | Add +1022.8% | 22,086 | $14.8M |
| North Star Investment Management Corp. | 0.95% | Reduce -2.5% | 22,045 | $14.8M |
| Fiera Capital Corp | 0.05% | Add +1.2% | 22,045 | $14.8M |
| Omega Financial Group, LLC | 4.95% | Add +1.1% | 21,998 | $14.7M |
| Forbes Financial Planning, Inc. | 9.72% | Add +1.9% | 21,817 | $14.7M |
| MFA Wealth Services | 10.09% | Add +1.5% | 21,848 | $14.6M |
| Lakeshore Capital Group, Inc. | 11.79% | Reduce -1.3% | 21,815 | $14.6M |
| Bay Harbor Wealth Management, LLC | 3.94% | Add +9.4% | 21,793 | $14.6M |
| GFS Advisors, LLC | 1.86% | Reduce -3.2% | 21,767 | $14.6M |
| Park National Corp. | 0.45% | Reduce -0.3% | 21,673 | $14.5M |
| Doliver Advisors, LP | 3.75% | Add +7.1% | 21,660 | $14.5M |
| Synergy Investment Management, LLC | 5.54% | Add +13.0% | 21,656 | $14.5M |
| Centurion Wealth Management LLC | 3.31% | Reduce -3.9% | 21,626 | $14.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.29% | Add +14.4% | 21,565 | $14.4M |
| American National Bank of Texas | 13.53% | — | 21,480 | $14.4M |
| REDW Wealth LLC | 5.40% | Reduce -0.5% | 21,345 | $14.3M |
| Secure Asset Management, LLC | 2.35% | Add +21.4% | 21,233 | $14.3M |
| Proficio Capital Partners LLC | 0.98% | Reduce -20.1% | 21,250 | $14.2M |
| Cobblestone Asset Management LLC | 6.49% | Add +10.1% | 21,216 | $14.2M |
| Cosner Financial Group, LLC | 7.63% | Reduce -2.2% | 21,212 | $14.2M |
| Pandora Wealth, Inc. | 8.59% | Add +0.3% | 21,210 | $14.2M |
| WealthPLAN Partners, LLC | 2.13% | Add +3.1% | 21,193 | $14.2M |
| Delta Investment Management, LLC | 2.54% | Reduce -1.4% | 21,166 | $14.2M |
| Syntax Research, Inc. | 9.04% | Reduce -13.2% | 21,007 | $14.1M |
| Capital Group Private Client Services, Inc. | 0.23% | Add +31.6% | 20,959 | $14.0M |
| Koshinski Asset Management, Inc. | 1.00% | Reduce -1.9% | 20,922 | $14.0M |
| FOCUS Wealth Advisors, LLC | 6.72% | Reduce -1.5% | 20,906 | $14.0M |
| Latitude Advisors, LLC | 6.37% | Add +1.1% | 20,858 | $14.0M |
| Thoroughbred Financial Services, LLC | 0.86% | Add +11.0% | 20,830 | $13.9M |
| Meadow Creek Wealth Advisors LLC | 9.24% | Add +2.0% | 20,971 | $13.9M |
| Kooman & Associates | 4.29% | Add +0.6% | 20,783 | $13.9M |
| BG Investment Services, LLC | 13.71% | Reduce -4.6% | 20,775 | $13.9M |
| Xponance LLC | 0.11% | Add +1.4% | 20,449 | $13.7M |
| Ted Buchan & Co | 5.36% | Add +0.3% | 20,438 | $13.7M |
| GM Advisory Group, LLC | 0.58% | Add +25.4% | 20,430 | $13.7M |
| My Personal CFO, LLC | 5.28% | Add +521.7% | 20,361 | $13.6M |
| Foundation Wealth Management, LLC\PA | 5.28% | Reduce -1.4% | 20,361 | $13.6M |
| Money Concepts Capital Corp. | 0.84% | Add +0.9% | 20,313 | $13.6M |
| Strategic Wealth Partners, Ltd. | 1.01% | Add +1.3% | 20,266 | $13.6M |
| Sound Stewardship, LLC | 6.49% | Add +1.6% | 20,223 | $13.5M |
| Nations Financial Group Inc, /Ia/ | 0.84% | Add +6.5% | 20,220 | $13.5M |
| Concorde Asset Management, LLC | 5.61% | — | 19,983 | $13.4M |
| Beaird Harris Wealth Management, LLC | 0.95% | Reduce -2.8% | 20,044 | $13.4M |
| Traveka Wealth, LLC | 5.98% | Add +135.2% | 20,000 | $13.4M |
| Csenge Advisory Group | 0.64% | Reduce -7.9% | 19,979 | $13.4M |
| Bright Financial Advisors, Inc. | 6.53% | Add +0.6% | 19,975 | $13.4M |
| Telos Capital Management, Inc. | 1.28% | Reduce -0.1% | 19,880 | $13.3M |
| MainStreet Investment Advisors LLC | 1.79% | Reduce -8.0% | 19,849 | $13.3M |
| Insigneo Advisory Services, LLC | 0.93% | Add +36.0% | 19,840 | $13.3M |
| Tower Research Capital LLC (TRC) | 0.37% | Reduce -32.0% | 19,785 | $13.2M |
| Unique Wealth Strategies, LLC | 5.20% | Reduce -2.8% | 19,752 | $13.2M |
| Chicago Capital, LLC | 0.32% | Reduce -2.5% | 19,719 | $13.2M |
| MidAtlantic Capital Management, Inc. | 8.97% | No change | 19,630 | $13.1M |
| Objective Capital Management, LLC | 13.58% | Add +7.0% | 19,606 | $13.1M |
| Nordwand Advisors, LLC | 2.08% | Add +45.2% | 19,573 | $13.1M |
| Novem Group | 1.56% | Add +1.8% | 19,549 | $13.1M |
| Meritage Portfolio Management | 0.87% | Add +0.9% | 19,533 | $13.1M |
| Wealth Management Partners, LLC | 4.15% | Add +0.8% | 19,519 | $13.1M |
| Shulman DeMeo Asset Management LLC | 3.00% | Add +0.3% | 19,481 | $13.0M |
| Revolve Wealth Partners, LLC | 1.56% | Add +5.6% | 19,438 | $13.0M |
| Tudor Investment Corporation | 0.09% | Add +56.4% | 19,427 | $13.0M |
| Red Tortoise LLC | 5.70% | Add +0.2% | 19,418 | $13.0M |
| Sentry LLC | 3.23% | Reduce -0.4% | 19,398 | $13.0M |
| Goepper Burkhardt LLC | 4.42% | Add +24.5% | 19,380 | $13.0M |
| GeoWealth Management, LLC | 0.47% | Add +27.5% | 19,338 | $12.9M |
| Precedent Wealth Partners, LLC | 2.83% | Reduce -1.0% | 19,189 | $12.8M |
| Planwiser Financial, LLC | 10.20% | Reduce -6.5% | 18,696 | $12.8M |
| GWN Securities Inc. | 2.97% | Add +1.1% | 19,038 | $12.8M |
| Eagle Strategies LLC | 1.71% | Add +27.2% | 19,102 | $12.8M |
| Inman Jager Wealth Management, LLC | 8.14% | Add +1.2% | 19,042 | $12.7M |
| Mustico Financial Group, Inc. | 12.92% | Add +8.1% | 19,463 | $12.7M |
| Retirement Wealth Solutions LLC | 8.37% | Add +3.5% | 19,033 | $12.7M |
| Etesian Wealth Advisors, Inc. | 4.18% | Add +2.9% | 18,898 | $12.6M |
| Harbor Advisory Corp. | 3.74% | Reduce -1.4% | 18,884 | $12.6M |
| Patriot Investment Management Group, Inc. | 0.82% | Reduce -3.1% | 18,866 | $12.6M |
| Lanark Financial, Inc. | 0.98% | Add +2.6% | 18,831 | $12.6M |
| Glen Eagle Advisors, LLC | 1.75% | Add +1.8% | 18,805 | $12.6M |
| Wealth Management Associates, Inc. | 4.47% | Reduce -0.4% | 18,804 | $12.6M |
| Aegis Wealth Management LLC | 6.72% | Reduce -23.9% | 18,740 | $12.5M |
| Fortis Capital Advisors, LLC | 1.98% | Reduce -9.9% | 18,712 | $12.5M |
| One Wealth Capital Management, LLC | 5.58% | Reduce -6.7% | 18,587 | $12.4M |
| Everpar Advisors LLC | 4.90% | Add +25.1% | 18,529 | $12.4M |
| Integrated Investment Consultants, LLC | 2.10% | Add +18.2% | 18,526 | $12.4M |
| Cape Ann Savings Bank | 6.62% | Reduce -5.6% | 18,513 | $12.4M |
| Horst & Graben Wealth Management LLC | 1.89% | Reduce -1.1% | 18,468 | $12.4M |
| von Borstel & Associates, Inc. | 1.89% | Add +2251.2% | 17,987 | $12.3M |
| Louisbourg Investments Inc. | 2.69% | Reduce -5.0% | 18,400 | $12.3M |
| Tritonpoint Wealth, LLC | 1.05% | Reduce -2.9% | 18,368 | $12.3M |
| Welch Group, LLC | 0.48% | Add +3.5% | 18,254 | $12.2M |
| GW&K Investment Management, LLC | 0.11% | Add +10.1% | 18,178 | $12.2M |
| MA Private Wealth | 2.05% | Reduce -1.2% | 18,173 | $12.2M |
| BIP Wealth, LLC | 0.60% | Add +21.3% | 18,163 | $12.2M |
| Columbia Bank | 3.39% | Reduce -9.4% | 18,173 | $12.1M |
| Red Door Wealth Management, LLC | 1.29% | Reduce -0.9% | 18,131 | $12.1M |
| True Vision MN LLC | 6.31% | Add +5.5% | 18,085 | $12.1M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Reduce -1.4% | 18,040 | $12.1M |
| Transcend Capital Advisors, LLC | 0.85% | Reduce -7.2% | 18,020 | $12.1M |
| Simmons Bank | 0.80% | Reduce -0.6% | 17,988 | $12.0M |
| Nicolet Advisory Services, LLC | 0.93% | Reduce -0.9% | 17,857 | $12.0M |
| Archvest Wealth Advisors, Inc. | 10.68% | Add +4.4% | 17,895 | $12.0M |
| Harbor Investment Advisory, LLC | 0.99% | Reduce -3.1% | 17,893 | $12.0M |
| Claro Advisors Inc. | 1.74% | Reduce -3.1% | 17,853 | $11.9M |
| London Co. of Virginia | 0.07% | Add +19.4% | 17,795 | $11.9M |
| MBE Wealth Management, LLC | 5.14% | Reduce -4.8% | 17,762 | $11.9M |
| Post Resch Tallon Group Inc. | 10.54% | Add +0.1% | 17,711 | $11.9M |
| Argent Advisors, Inc. | 3.49% | Add +0.0% | 17,696 | $11.8M |
| American National Bank & Trust | 1.17% | Add +1.2% | 17,671 | $11.8M |
| Verdence Capital Advisors LLC | 0.68% | Reduce -0.6% | 17,140 | $11.8M |
| Welch & Forbes LLC | 0.14% | Add +0.5% | 17,450 | $11.7M |
| Y.D. More Investments Ltd | 0.66% | Add +138.6% | 17,362 | $11.6M |
| Trail Ridge Investment Advisors, LLC | 5.20% | Add +2.4% | 17,313 | $11.6M |
| National Wealth Management Group, LLC | 4.36% | Add +21.2% | 17,285 | $11.6M |
| Capital Fund Management S.A. | 0.12% | Reduce -16.0% | 17,274 | $11.6M |
| DAVENPORT & Co LLC | 0.06% | Reduce -0.5% | 17,272 | $11.6M |
| SC&H Financial Advisors, Inc. | 1.88% | Reduce -9.0% | 17,269 | $11.6M |
| Wayfinding Financial, LLC | 4.98% | Reduce -1.5% | 17,270 | $11.6M |
| Connecticut Wealth Management, LLC | 0.51% | Reduce -0.1% | 17,258 | $11.6M |
| Agf Management Ltd. | 0.05% | Reduce -0.6% | 17,196 | $11.5M |
| Advisory Resource Group | 2.06% | Reduce -0.1% | 17,138 | $11.5M |
| One Day In July LLC | 0.97% | Reduce -7.7% | 17,125 | $11.5M |
| Gateway Wealth Partners, LLC | 1.55% | Add +9.3% | 17,123 | $11.5M |
| Geneva Partners, LLC | 4.19% | Add +2.1% | 17,122 | $11.5M |
| Headlands Technologies LLC | 0.91% | New | 17,116 | $11.5M |
| Arete Wealth Advisors, LLC | 0.71% | Add +11.2% | 17,043 | $11.4M |
| Granby Capital Management, LLC | 6.04% | No change | 17,000 | $11.4M |
| Forum Private Client Group LLC | 4.05% | Add +1.1% | 16,983 | $11.4M |
| Roundview Capital LLC | 0.72% | Add +1.9% | 16,921 | $11.3M |
| Verity Asset Management, Inc. | 3.69% | Add +78.8% | 16,904 | $11.3M |
| HRT Financial LP | 0.04% | Add +286.3% | 16,901 | $11.3M |
| Northstar Advisory Group, LLC | 4.61% | Add +30.7% | 16,868 | $11.3M |
| Granite Harbor Advisors, Inc. | 4.74% | Reduce -5.9% | 16,840 | $11.3M |
| DecisionMap Wealth Management, LLC | 7.22% | Add +0.7% | 16,836 | $11.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Add +71.3% | 16,772 | $11.2M |
| Venturi Wealth Management, LLC | 0.52% | Add +22.7% | 16,663 | $11.2M |
| Montis Financial, LLC | 2.56% | Reduce -5.3% | 16,602 | $11.1M |
| Campion Asset Management | 7.86% | Reduce -4.5% | 16,550 | $11.1M |
| jvl associates llc | 3.66% | Add +0.1% | 16,542 | $11.1M |
| Manhattan West Asset Management, LLC | 2.32% | Reduce -1.3% | 16,443 | $11.0M |
| Sapient Capital LLC | 0.17% | Add +8.4% | 16,504 | $11.0M |
| Postrock Partners LLC | 4.86% | No change | 16,421 | $11.0M |
| Williams Jones Wealth Management, LLC. | 0.13% | Reduce -3.4% | 16,419 | $11.0M |
| Symphony Financial, Ltd. Co. | 1.34% | Reduce -15.6% | 16,398 | $11.0M |
| Tred Avon Family Wealth, LLC | 3.77% | — | 16,368 | $11.0M |
| MinichMacGregor Wealth Management, LLC | 2.14% | Add +2.0% | 16,361 | $11.0M |
| Leavell Investment Management, Inc. | 0.46% | Reduce -3.9% | 16,347 | $10.9M |
| CIBC Bancorp USA Inc. | 0.07% | — | 16,322 | $10.9M |
| IFG Advisory, LLC | 0.50% | Add +2.9% | 16,282 | $10.9M |
| Chung Wu Investment Group, LLC | 9.05% | Add +1.8% | 16,230 | $10.9M |
| IFC Advisors LLC | 1.99% | Add +0.0% | 16,217 | $10.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.8% | 16,210 | $10.8M |
| SOL Capital Management CO | 0.97% | Reduce -2.3% | 16,206 | $10.8M |
| Marathon Strategic Advisors, LLC | 8.68% | Add +2.0% | 16,205 | $10.8M |
| Beacon Bridge Wealth Partners, LLC | 3.85% | Add +0.8% | 16,192 | $10.8M |
| Baldwin Wealth Partners LLC | 0.70% | Reduce -1.4% | 16,057 | $10.7M |
| Boyd Wealth Management, LLC | 4.62% | Reduce -0.8% | 16,034 | $10.7M |
| BWM Planning, LLC | 3.19% | Reduce -0.9% | 16,028 | $10.7M |
| Maia Wealth LLC | 1.81% | Reduce -2.3% | 15,659 | $10.7M |
| Carnegie Investment Counsel | 0.20% | Add +2.5% | 16,009 | $10.7M |
| Garrison Point Advisors, LLC | 4.47% | Add +2.3% | 15,907 | $10.6M |
| Red Wave Investments LLC | 3.26% | Reduce -0.2% | 15,874 | $10.6M |
| Baring Financial LLC | 7.24% | Add +0.5% | 15,863 | $10.6M |
| Whalerock Point Partners, LLC | 2.15% | Add +3.0% | 15,812 | $10.6M |
| Solstein Capital, LLC | 4.84% | No change | 15,798 | $10.6M |
| Allium Financial Advisors, LLC | 8.74% | Add +6.9% | 15,787 | $10.6M |
| Asset Allocation & Management Company, LLC | 4.48% | Reduce -2.5% | 15,718 | $10.5M |
| Mma Asset Management LLC | 3.51% | Reduce -10.3% | 15,707 | $10.5M |
| Mountain Hill Investment Partners Corp. | 9.16% | Reduce -5.3% | 15,613 | $10.4M |
| Arrien Investments, Inc. | 6.09% | Reduce -3.0% | 15,550 | $10.4M |
| EdgeRock Capital LLC | 2.89% | Reduce -2.5% | 15,522 | $10.4M |
| Clearstead Trust, LLC | 1.77% | Reduce -6.1% | 15,502 | $10.4M |
| Williams Financial, LLC | 10.68% | New | 15,477 | $10.4M |
| Sfm, LLC | 5.99% | Reduce -1.9% | 15,401 | $10.3M |
| NorthCrest Asset Manangement, LLC | 0.25% | Add +10.0% | 15,326 | $10.3M |
| MY Wealth Management Inc. | 9.03% | Add +19.6% | 15,390 | $10.3M |
| Steigerwald, Gordon & Koch Inc. | 1.00% | Reduce -1.5% | 15,345 | $10.3M |
| Transamerica Financial Advisors, LLC | 0.85% | Add +9.6% | 15,339 | $10.3M |
| NFSG Corp | 1.53% | Add +3.2% | 15,270 | $10.2M |
| Stephens Inc. | 0.13% | Add +3.6% | 15,259 | $10.2M |
| Bulwark Capital Corp | 7.94% | Add +0.7% | 15,256 | $10.2M |
| Chapin Davis, Inc. | 2.51% | Reduce -2.4% | 15,251 | $10.2M |
| Sugar Maple Asset Management, LLC | 7.30% | Add +0.7% | 15,247 | $10.2M |
| Lighthouse Financial LLC | 6.73% | No change | 15,229 | $10.2M |
| Nepc LLC | 0.27% | Add +0.3% | 15,220 | $10.2M |
| White Pine Capital LLC | 2.92% | Reduce -1.8% | 15,209 | $10.2M |
| Meridian Financial Advisors, LLC | 5.71% | Add +0.2% | 15,142 | $10.1M |
| Cassia Capital Partners, LLC | 5.52% | Reduce -0.0% | 15,103 | $10.1M |
| Instrumental Wealth, LLC | 7.06% | Add +2.8% | 14,723 | $10.1M |
| Pension & Wealth Management Advisors, Inc. | 3.14% | Reduce -1.3% | 14,895 | $10.0M |
| Investment Management Corp. /Va/ | 8.49% | Add +0.7% | 14,763 | $9.9M |
| Calamos Advisors LLC | 0.06% | Reduce -1.4% | 14,758 | $9.9M |
| Milestone Investment Advisors LLC | 2.45% | Add +1.1% | 14,743 | $9.9M |
| Rialto Wealth Management, LLC | 2.54% | Reduce -3.2% | 14,715 | $9.8M |
| Elm Partners Management LLC | 0.49% | Add +3.6% | 14,700 | $9.8M |
| Financial Counselors Inc. | 13.04% | Add +3.8% | 14,643 | $9.8M |
| Nicolet Bankshares Inc. | 1.57% | Reduce -5.2% | 14,593 | $9.8M |
| Legacy Edge Advisors, LLC | 1.15% | Reduce -7.6% | 14,551 | $9.7M |
| Bawa N Mallick Trust | 3.68% | Add +0.1% | 14,532 | $9.7M |
| Mechanics Financial Corp | 3.68% | Add +5.6% | 14,525 | $9.7M |
| Plante Moran Financial Advisors, LLC | 0.61% | Add +17.3% | 14,509 | $9.7M |
| Nilsine Partners, LLC | 0.87% | Add +8.5% | 14,477 | $9.7M |
| Mach-1 Financial Group, LLC | 1.55% | Add +3941.6% | 14,469 | $9.7M |
| Integrity Advisory Solutions, LLC | 1.55% | — | 14,469 | $9.7M |
| Moors & Cabot, Inc. | 0.42% | Reduce -1.4% | 14,454 | $9.7M |
| Wedmont Private Capital | 0.36% | Reduce -2.1% | 14,327 | $9.6M |
| Founders Financial Alliance, LLC | 1.81% | Add +28.7% | 14,350 | $9.6M |
| Leuthold Group, LLC | 1.05% | Reduce -2.5% | 14,298 | $9.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +28.1% | 14,288 | $9.6M |
| Jaffetilchin Investment Partners, LLC | 0.57% | Reduce -0.3% | 14,209 | $9.5M |
| Joel Isaacson & Co., LLC | 0.34% | Add +0.7% | 14,197 | $9.5M |
| Ironwood Investment Counsel, LLC | 1.38% | Add +0.3% | 14,182 | $9.5M |
| Private Advisory Group LLC | 0.83% | Reduce -13.8% | 14,151 | $9.5M |
| Founders Financial Securities LLC | 0.64% | Reduce -1.6% | 14,135 | $9.5M |
| Chesapeake Wealth Management | 2.88% | Add +24.3% | 14,094 | $9.4M |
| Embree Financial Group | 1.26% | Add +48.9% | 14,002 | $9.4M |
| Perissos Private Wealth Management, LLC | 6.81% | Reduce -26.1% | 13,975 | $9.4M |
| NatWest Group plc | 2.31% | No change | 13,975 | $9.4M |
| Greenwood Gearhart LLC | 0.54% | Reduce -8.1% | 13,968 | $9.3M |
| Abacus Planning Group, Inc. | 1.29% | Add +2.0% | 13,964 | $9.3M |
| Ethos Financial Group, LLC | 0.73% | Add +7.1% | 13,889 | $9.3M |
| waypoint wealth counsel | 3.66% | Add +0.7% | 13,863 | $9.3M |
| Apex Wealth Management, LLC | 6.63% | Reduce -5.2% | 13,846 | $9.3M |
| Hilltop National Bank | 2.28% | Reduce -0.1% | 13,819 | $9.2M |
| Forefront Wealth Partners, LLC | 2.33% | Reduce -49.9% | 13,806 | $9.2M |
| Nelson Capital Management, LLC | 1.10% | Add +1.5% | 13,759 | $9.2M |
| Perennial Investment Advisors, LLC | 0.76% | Add +0.4% | 13,724 | $9.2M |
| Genesis Wealth Advisors, LLC | 6.47% | Reduce -0.7% | 13,721 | $9.2M |
| Pittenger & Anderson Inc. | 0.34% | Add +14.3% | 13,666 | $9.1M |
| Shoker Investment Counsel, Inc. | 2.68% | Add +28.5% | 13,583 | $9.1M |
| Yelin Lapidot Holdings Management Ltd. | 1.91% | Reduce -32.3% | 13,573 | $9.1M |
| Twin Focus Capital Partners, LLC | 1.15% | Add +6.0% | 13,546 | $9.1M |
| Awm Capital, LLC | 0.82% | Reduce -0.0% | 13,543 | $9.1M |
| Continuum Advisory, LLC | 0.95% | Reduce -0.6% | 13,467 | $9.0M |
| West Bancorporation Inc. | 4.97% | Reduce -1.0% | 13,354 | $8.9M |
| Fidato Wealth LLC | 5.86% | Reduce -1.8% | 13,323 | $8.9M |
| McMill Wealth Management | 2.53% | Reduce -0.5% | 13,271 | $8.9M |
| Investment Research Partners LLC | 3.99% | — | 12,839 | $8.9M |
| Twin Peaks Wealth Advisors, LLC | 3.03% | Add +2.6% | 13,243 | $8.9M |
| Cutler Investment Counsel LLC | 0.93% | Reduce -2.8% | 13,213 | $8.8M |
| Mendota Financial Group, LLC | 6.59% | Reduce -0.2% | 13,181 | $8.8M |
| Legacy Capital Wealth Partners, LLC | 1.92% | Reduce -6.1% | 13,163 | $8.8M |
| HBK Sorce Advisory LLC | 0.22% | Add +3.7% | 13,158 | $8.8M |
| Trust Point Inc. | 0.71% | Reduce -0.0% | 13,114 | $8.8M |
| MSH Capital Advisors LLC | 2.33% | Reduce -1.2% | 12,966 | $8.7M |
| TFB Advisors LLC | 2.52% | Reduce -26.2% | 13,004 | $8.7M |
| Keystone Financial Group | 0.66% | Add +5.4% | 12,874 | $8.6M |
| Endeavor Private Wealth, Inc. | 2.67% | Add +8.6% | 12,898 | $8.6M |
| Tyche Wealth Partners LLC | 1.51% | Add +22.2% | 12,821 | $8.6M |
| C2C Wealth Management, LLC | 7.35% | Add +0.1% | 12,796 | $8.6M |
| Coign Capital Advisors LLC | 4.71% | Add +0.8% | 12,787 | $8.6M |
| Keystone Global Partners, LLC | 4.33% | Reduce -2.5% | 12,685 | $8.5M |
| Procyon Advisors, LLC | 0.50% | Add +185.1% | 12,683 | $8.5M |
| Sterling Financial Planning, Inc. | 2.66% | Add +0.2% | 12,620 | $8.4M |
| Index Fund Advisors, Inc. | 0.41% | Add +2.0% | 12,560 | $8.4M |
| Salomon & Ludwin, LLC | 0.75% | Reduce -7.2% | 12,472 | $8.4M |
| Krilogy Financial LLC | 0.31% | New | 12,311 | $8.4M |
| Flower City Capital | 4.50% | Reduce -2.5% | 12,492 | $8.4M |
| First Financial Corp. | 3.25% | Add +5036.9% | 12,380 | $8.3M |
| WASHINGTON TRUST Co | 0.27% | Reduce -0.8% | 12,372 | $8.3M |
| Barrett & Company, Inc. | 2.84% | Reduce -0.8% | 12,368 | $8.3M |
| Pitcairn Co. | 0.65% | Reduce -15.1% | 12,327 | $8.3M |
| Luken Investment Analytics, LLC | 3.21% | Reduce -9.4% | 12,291 | $8.2M |
| Emerald Advisors, LLC | 1.09% | Add +3.0% | 12,278 | $8.2M |
| Winthrop Capital Management, LLC | 1.99% | Add +10.2% | 12,273 | $8.2M |
| KCM Investment Advisors LLC | 0.27% | Add +0.0% | 12,252 | $8.2M |
| Riverbend Wealth Management, LLC | 5.72% | Reduce -2.8% | 12,241 | $8.2M |
| Certus Wealth Management, LLC | 4.89% | Reduce -2.8% | 12,217 | $8.2M |
| Wealthedge Investment Advisors, LLC | 3.09% | Reduce -0.0% | 12,212 | $8.2M |
| Jacobi Capital Management LLC | 0.50% | Add +1.4% | 12,206 | $8.2M |
| Davis Wealth Advisors, LLC | 7.33% | Add +2.2% | 12,203 | $8.2M |
| Platform Technology Partners | 1.96% | Add +0.1% | 12,197 | $8.2M |
| Spectrum Strategic Capital Management, LLC | 4.88% | Reduce -44.1% | 12,168 | $8.1M |
| Aprio Wealth Management, LLC | 0.81% | Reduce -4.0% | 12,168 | $8.1M |
| Ewing Morris & Co. Investment Partners Ltd. | 3.49% | Add +24.4% | 12,161 | $8.1M |
| Clear Investment Research, LLC | 10.90% | Reduce -21.4% | 12,156 | $8.1M |
| LaSalle St. Investment Advisors, LLC | 1.46% | Add +45.3% | 12,133 | $8.1M |
| Blueprint Financial Advisors LLC | 1.75% | Add +13.5% | 12,128 | $8.1M |
| KWB Wealth | 0.90% | Reduce -10.2% | 13,064 | $8.1M |
| XY Planning Network, Inc. | 2.76% | No change | 13,058 | $8.1M |
| RCS Financial Planning, LLC | 3.59% | Add +3.2% | 12,111 | $8.1M |
| Quartz Partners, LLC | 2.93% | Reduce -7.9% | 12,096 | $8.1M |
| First Financial Bankshares Inc | 0.17% | Add +204.6% | 12,089 | $8.1M |
| Ridgecrest Wealth Partners, LLC | 3.65% | Reduce -0.0% | 12,065 | $8.1M |
| Scissortail Wealth Management, LLC | 1.75% | Reduce -49.3% | 12,019 | $8.0M |
| Sage Mountain Advisors LLC | 0.46% | Add +29.9% | 12,001 | $8.0M |
| Aletheian Wealth Advisors LLC | 3.73% | Reduce -0.2% | 11,986 | $8.0M |
| Activest Wealth Management | 1.62% | Add +941.9% | 11,951 | $8.0M |
| TradeWell Securities, LLC. | 3.36% | Reduce -1.1% | 11,902 | $8.0M |
| Wilkins Miller Wealth Management, LLC | 4.95% | Add +6.1% | 11,949 | $8.0M |
| Norden Group LLC | 0.81% | Reduce -0.4% | 11,924 | $8.0M |
| Prasad Wealth Partners, LLC | 2.22% | Reduce -9.4% | 11,918 | $8.0M |
| OMERS ADMINISTRATION Corp | 0.06% | New | 11,900 | $8.0M |
| Successful Portfolios LLC | 4.64% | Add +6.5% | 11,881 | $8.0M |
| Sterling Investment Counsel, LLC | 2.54% | Add +306.1% | 11,834 | $7.9M |
| Sound Income Strategies, LLC | 0.43% | Add +29.1% | 11,725 | $7.9M |
| Hohimer Wealth Management, LLC | 1.12% | Add +0.1% | 11,815 | $7.9M |
| Barnes Wealth Management Group, Inc | 4.35% | Add +2.6% | 11,806 | $7.9M |
| Larson Financial Group LLC | 0.28% | Add +1.0% | 11,754 | $7.9M |
| Allodium Investment Consultants, LLC | 4.44% | Add +3.6% | 11,751 | $7.9M |
| Koss-Olinger Consulting, LLC | 0.65% | Reduce -0.2% | 12,664 | $7.9M |
| Westmount Partners, LLC | 2.02% | Reduce -0.4% | 11,632 | $7.8M |
| QRG Capital Management, Inc. | 0.09% | Add +30.0% | 11,619 | $7.8M |
| Hollow Brook Wealth Management LLC | 1.82% | Add +54.4% | 11,523 | $7.7M |
| Interchange Capital Partners, LLC | 1.51% | Add +14.4% | 11,489 | $7.7M |
| Catalina Capital Group, LLC | 4.73% | Add +7.0% | 11,457 | $7.7M |
| Trust Co | 0.78% | Reduce -1.9% | 11,426 | $7.6M |
| Idaho Trust Co | 2.57% | Add +7.1% | 11,426 | $7.6M |
| Stone Summit Wealth LLC | 2.17% | Add +13.8% | 11,422 | $7.6M |
| Bedel Financial Consulting, Inc. | 0.97% | Add +4.4% | 11,398 | $7.6M |
| Arcus Capital Partners, LLC | 3.33% | Add +0.1% | 11,365 | $7.6M |
| Chancellor Financial Group WB LP | 5.40% | Reduce -0.3% | 11,351 | $7.6M |
| Lakeridge Wealth Management LLC | 3.37% | Add +2.7% | 11,342 | $7.6M |
| Brand Asset Management Group, Inc. | 2.13% | Add +26.4% | 11,333 | $7.6M |
| Busey Bank | 0.21% | Reduce -1.4% | 11,324 | $7.6M |
| Illinois Municipal Retirement Fund | 0.10% | Reduce -26.1% | 11,300 | $7.6M |
| Intrua Financial, LLC | 0.88% | Reduce -0.9% | 11,246 | $7.5M |
| LVZ, Inc. | 0.85% | Add +10.3% | 11,236 | $7.5M |
| Fortress Financial Solutions, LLC | 8.19% | Add +29.6% | 11,233 | $7.5M |
| Daymark Wealth Partners, LLC | 0.26% | Add +3.3% | 11,230 | $7.5M |
| Empowered Funds, LLC | 0.08% | Add +25.0% | 11,211 | $7.5M |
| TCI Wealth Advisors, Inc. | 0.45% | Add +2.7% | 11,171 | $7.5M |
| Forte Asset Management LLC | 3.60% | Reduce -0.8% | 11,170 | $7.5M |
| Apeiron RIA LLC | 1.68% | Add +147.5% | 11,220 | $7.5M |
| JT Stratford LLC | 1.01% | Add +21.5% | 11,165 | $7.5M |
| Edgestream Partners, L.P. | 0.22% | Add +32.6% | 11,161 | $7.5M |
| New York Life Investment Management LLC | 0.07% | Reduce -53.4% | 11,124 | $7.4M |
| Astoria Strategic Wealth, Inc. | 1.88% | Add +1.6% | 11,121 | $7.4M |
| Brass Tax Wealth Management, Inc. | 1.24% | New | 11,111 | $7.4M |
| Able Wealth Management LLC | 2.79% | Reduce -2.5% | 11,104 | $7.4M |
| Burke & Herbert Bank & Trust Co. | 1.59% | Reduce -1.0% | 11,084 | $7.4M |
| Shelter Mutual Insurance Co | 1.66% | Reduce -9.1% | 11,070 | $7.4M |
| Cornerstone Planning Group LLC | 1.19% | Add +1435.3% | 10,839 | $7.4M |
| Salem Investment Counselors Inc. | 0.21% | Add +4.4% | 11,057 | $7.4M |
| Retirement Planning Group, LLC | 0.26% | Add +4.5% | 11,051 | $7.4M |
| Security National Bank | 1.13% | Reduce -0.7% | 11,037 | $7.4M |
| Selective Wealth Management, Inc. | 2.38% | Reduce -4.1% | 10,973 | $7.4M |
| Patten Group, Inc. | 1.44% | Reduce -0.6% | 11,014 | $7.4M |
| Meridian Financial Partners LLC | 3.05% | Reduce -2.7% | 10,864 | $7.3M |
| PFS Partners, LLC | 3.49% | Reduce -1.4% | 10,969 | $7.3M |
| Nuveen, LLC | 0.00% | Add +14.5% | 10,916 | $7.3M |
| ICONIQ Capital, LLC | 0.09% | Reduce -0.6% | 10,912 | $7.3M |
| Heritage Trust Co | 0.77% | Reduce -0.8% | 10,911 | $7.3M |
| Mission Creek Capital Partners, Inc. | 1.44% | Reduce -0.1% | 10,902 | $7.3M |
| TFR Capital, LLC. | 2.44% | Add +1.6% | 10,899 | $7.3M |
| Navigoe, LLC | 4.65% | Add +18.8% | 10,888 | $7.3M |
| 5T Wealth, LLC | 3.17% | Add +5.0% | 10,868 | $7.3M |
| Transcendent Capital Group LLC | 3.25% | Add +9.3% | 10,856 | $7.3M |
| Beacon Bank & Trust | 1.56% | Add +15.3% | 10,840 | $7.3M |
| PFG Investments, LLC | 0.38% | Add +2.2% | 10,833 | $7.3M |
| Rockland Trust Co. | 0.30% | Add +100.8% | 10,826 | $7.2M |
| Trust Co. of Vermont | 0.32% | Add +0.4% | 10,825 | $7.2M |
| Badgley Phelps Wealth Managers, LLC | 0.15% | Add +0.9% | 10,779 | $7.2M |
| Pinebridge Investments, L.P. | 0.05% | No change | 10,730 | $7.2M |
| Benchmark Financial Wealth Advisors, LLC | 2.16% | Add +51.9% | 10,704 | $7.2M |
| Cardiff Park Advisors, LLC | 0.55% | Reduce -4.6% | 10,695 | $7.2M |
| Lifeworks Advisors, LLC | 0.96% | Reduce -1.6% | 10,674 | $7.1M |
| International Assets Investment Management, LLC | 0.57% | No change | 11,471 | $7.1M |
| DKM Wealth Management, Inc. | 5.71% | Add +3.6% | 10,632 | $7.1M |
| S.A. Mason LLC | 3.14% | Add +1.6% | 10,628 | $7.1M |
| BlueChip Wealth Advisors LLC | 3.03% | Reduce -1.7% | 10,613 | $7.1M |
| American Trust | 0.60% | Add +3.7% | 10,583 | $7.1M |
| Silver Oak Securities, Incorporated | 0.53% | Reduce -5.0% | 10,582 | $7.1M |
| FSA Wealth Management LLC | 2.58% | Reduce -0.9% | 85,453 | $7.1M |
| WESPAC Advisors, LLC | 4.11% | Add +79.3% | 10,517 | $7.0M |
| Greykasell Wealth Strategies, Inc. | 2.96% | Reduce -15.1% | 10,516 | $7.0M |
| Allen Capital Group, LLC | 0.67% | Add +1.2% | 10,494 | $7.0M |
| Firethorn Wealth Partners, LLC | 2.75% | Reduce -26.9% | 10,436 | $7.0M |
| MRP Capital Investments, LLC | 5.99% | No change | 11,220 | $7.0M |
| W Advisors, LLC | 3.67% | Reduce -0.7% | 10,404 | $7.0M |
| Innovative Wealth Building LLC | 5.42% | Reduce -5.6% | 10,397 | $7.0M |
| Prostatis Group LLC | 1.74% | Reduce -0.2% | 10,390 | $7.0M |
| Pinnacle Bancorp, Inc. | 2.05% | Add +4.7% | 10,374 | $6.9M |
| Hi-Line Capital Management, LLC | 2.19% | Add +19.5% | 10,352 | $6.9M |
| Zurich Insurance Group Ltd | 0.05% | No change | 10,270 | $6.9M |
| C M Bidwell & Associates Ltd. | 3.32% | Reduce -3.8% | 10,300 | $6.9M |
| Moloney Securities Asset Management, LLC | 0.82% | Reduce -0.6% | 10,235 | $6.9M |
| Bestgate Wealth Advisors, LLC | 12.07% | Reduce -2.7% | 10,213 | $6.8M |
| FDx Advisors, Inc. | 2.04% | Reduce -5.1% | 9,946 | $6.8M |
| Guyasuta Investment Advisors Inc. | 0.39% | Reduce -2.7% | 10,170 | $6.8M |
| Variant Private Wealth, LLC | 6.27% | Add +0.1% | 10,135 | $6.8M |
| Power Wealth Management LLC | 2.47% | Reduce -0.2% | 10,122 | $6.8M |
| New Age Alpha Advisors, LLC | 0.28% | Reduce -3.4% | 10,121 | $6.8M |
| KDK Private Wealth Management, LLC | 6.86% | Add +4.7% | 10,105 | $6.8M |
| Presidio Capital Management, LLC | 2.37% | Add +4.9% | 10,095 | $6.8M |
| Consolidated Portfolio Review Corp | 0.85% | Add +44.5% | 10,066 | $6.7M |
| Old Mission Capital LLC | 0.24% | Reduce -85.5% | 10,061 | $6.7M |
| NovaPoint Capital, LLC | 1.65% | Add +5.1% | 10,047 | $6.7M |
| Steph & Co. | 2.05% | Reduce -0.1% | 10,037 | $6.7M |
| Cadent Capital Advisors, LLC | 1.77% | Reduce -1.8% | 10,007 | $6.7M |
| Gen-Wealth Partners Inc | 2.26% | Reduce -7.4% | 9,988 | $6.7M |
| Wall Street Financial Group, Inc. | 4.90% | Reduce -7.1% | 9,964 | $6.7M |
| First National Bank of Omaha | 0.42% | No change | 9,935 | $6.6M |
| Triumph Capital Management | 1.79% | Add +3.4% | 9,927 | $6.6M |
| Sagard Holdings Management Inc. | 33.22% | No change | 9,911 | $6.6M |
| Pachira Investments Inc. | 3.72% | New | 9,897 | $6.6M |
| Strategy Asset Managers LLC | 1.19% | Add +4.7% | 9,891 | $6.6M |
| Lake Street Private Wealth, LLC | 0.86% | Reduce -11.6% | 9,885 | $6.6M |
| Glassman Wealth Services | 0.93% | No change | 9,879 | $6.6M |
| Journey Advisory Group, LLC | 0.49% | Reduce -1.9% | 9,855 | $6.6M |
| Advyzon Investment Management, LLC | 1.12% | Reduce -11.2% | 9,788 | $6.6M |
| Windsor Advisory Group, LLC | 5.78% | Reduce -3.5% | 9,751 | $6.5M |
| SK Wealth Management, LLC | 2.43% | Add +24.6% | 9,648 | $6.5M |
| WPG Advisers, LLC | 5.04% | Add +7.2% | 9,708 | $6.5M |
| InTrack Investment Management Inc | 3.88% | Add +11.2% | 9,702 | $6.5M |
| Ofc Financial Planning, LLC | 6.42% | Reduce -0.2% | 9,683 | $6.5M |
| Parkside Financial Bank & Trust | 0.50% | Add +8.9% | 9,673 | $6.5M |
| Graves Light Lenhart Wealth, Inc. | 0.72% | Reduce -12.4% | 9,670 | $6.5M |
| Annex Advisory Services, LLC | 0.14% | Reduce -2.3% | 9,660 | $6.5M |
| Signet Financial Management, LLC | 0.75% | Add +0.3% | 9,649 | $6.5M |
| Blue Bell Private Wealth Management, LLC | 0.98% | Reduce -7.9% | 9,611 | $6.4M |
| Curated Wealth Partners LLC | 0.77% | Reduce -26.1% | 9,569 | $6.4M |
| Landmark Wealth Management, LLC | 2.54% | Reduce -0.2% | 9,566 | $6.4M |
| Armbruster Capital Management, Inc. | 1.09% | Reduce -36.1% | 9,548 | $6.4M |
| Compass Ion Advisors, LLC | 0.61% | Add +2.9% | 9,482 | $6.3M |
| Edgemoor Investment Advisors, Inc. | 0.49% | Add +29.7% | 9,468 | $6.3M |
| TCTC Holdings, LLC | 0.19% | Reduce -6.7% | 9,445 | $6.3M |
| Level Four Advisory Services, LLC | 0.22% | Add +7.0% | 9,425 | $6.3M |
| Magnus Financial Group LLC | 0.50% | Reduce -0.1% | 9,402 | $6.3M |
| FLC Capital Advisors | 1.22% | Reduce -0.4% | 9,387 | $6.3M |
| Vident Advisory, LLC | 0.06% | Add +14.7% | 9,356 | $6.3M |
| Vawter Financial, Ltd. | 2.83% | Add +977.8% | 9,334 | $6.2M |
| Strathmore Capital Advisors, Inc. | 2.56% | Add +1.5% | 9,328 | $6.2M |
| Olde Wealth Management, LLC | 1.93% | — | 9,112 | $6.2M |
| Uptick Partners, LLC | 1.64% | Reduce -1.9% | 9,307 | $6.2M |
| St. Johns Investment Management Company, LLC | 2.64% | Reduce -0.6% | 9,295 | $6.2M |
| James J. Burns & Company, LLC | 0.92% | Reduce -1.7% | 9,269 | $6.2M |
| Edmond DE Rothschild Holding S.A. | 0.10% | Add +80.8% | 9,248 | $6.2M |
| Stonebridge Financial Planning Group, LLC | 2.32% | Reduce -2.4% | 9,216 | $6.2M |
| Hilltop Holdings Inc. | 0.33% | Add +6.0% | 9,210 | $6.2M |
| Avid Wealth Partners LLC | 3.06% | Add +2.3% | 9,187 | $6.1M |
| Toronto Dominion Bank | 0.01% | Add +218.8% | 9,190 | $6.1M |
| PMV Capital Advisers, LLC | 11.91% | Add +0.6% | 9,167 | $6.1M |
| Redhawk Wealth Advisors, Inc. | 0.71% | Reduce -5.5% | 9,160 | $6.1M |
| Brady Family Wealth, LLC | 1.90% | Add +0.1% | 9,158 | $6.1M |
| Stokes Family Office, LLC | 0.58% | Add +13.9% | 9,146 | $6.1M |
| Kera Capital Partners, Inc. | 0.92% | Add +0.0% | 9,144 | $6.1M |
| Curat Global, LLC | 5.73% | Add +11.6% | 9,127 | $6.1M |
| Sunburst Financial Group, LLC | 1.29% | Add +0.1% | 9,125 | $6.1M |
| West Branch Capital LLC | 1.60% | Add +0.6% | 9,116 | $6.1M |
| Stockman Wealth Management, Inc. | 0.76% | Add +10.6% | 9,095 | $6.1M |
| First Heartland Consultants, Inc. | 0.49% | Add +0.4% | 9,081 | $6.1M |
| Affiance Financial, LLC | 1.11% | Reduce -0.3% | 9,072 | $6.1M |
| Black Diamond Financial, LLC | 0.68% | Add +6.1% | 9,048 | $6.1M |
| Forum Financial Management, LP | 0.08% | Reduce -1.6% | 9,048 | $6.1M |
| Horizon Investments, LLC | 0.08% | Add +17.9% | 9,027 | $6.0M |
| Truefg, LLC | 1.67% | Reduce -2.1% | 9,024 | $6.0M |
| Traynor Capital Management, Inc. | 0.34% | Add +20.3% | 8,957 | $6.0M |
| Wincap Financial LLC | 4.14% | Add +11.8% | 8,955 | $6.0M |
| Heritage Family Offices, LLP | 2.79% | Reduce -32.0% | 8,943 | $6.0M |
| Moneda S.A. Administradora General de Fondos | 6.58% | No change | 8,700 | $6.0M |
| AA Financial Advisors, LLC | 1.17% | Add +1.2% | 8,903 | $6.0M |
| Tempus Wealth Planning, LLC | 1.37% | Add +3.0% | 8,895 | $6.0M |
| Essential Planning, LLC. | 2.05% | Reduce -4.4% | 8,882 | $5.9M |
| Bulltick Wealth Management, LLC | 1.41% | Reduce -8.0% | 8,880 | $5.9M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.67% | New | 8,862 | $5.9M |
| Defined Wealth Management, LLC | 3.44% | Reduce -0.3% | 8,864 | $5.9M |
| Independent Solutions Wealth Management, LLC | 1.05% | Reduce -1.1% | 8,856 | $5.9M |
| ADG Wealth Management Group, LLC | 4.71% | Reduce -15.0% | 8,853 | $5.9M |
| Vertex Planning Partners, LLC | 1.13% | Reduce -0.6% | 8,832 | $5.9M |
| 1834 Investment Advisors Co. | 0.72% | Reduce -11.4% | 8,798 | $5.9M |
| World Equity Group, Inc. | 1.33% | Add +9.7% | 8,785 | $5.9M |
| Dogwood Wealth Management LLC | 2.67% | No change | 8,773 | $5.9M |
| EFG Asset Management (Americas) Corp. | 1.01% | Reduce -12.6% | 8,751 | $5.9M |
| Sei Investments Co. | 0.01% | Add +3.4% | 8,739 | $5.8M |
| Facet Wealth, Inc. | 0.12% | Add +37.9% | 8,729 | $5.8M |
| Wealth Advisors of Iowa, LLC | 1.99% | Reduce -0.2% | 8,725 | $5.8M |
| Sonoma Private Wealth LLC | 6.94% | Add +0.2% | 8,684 | $5.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.68% | Add +3.0% | 8,671 | $5.8M |
| GSG Advisors LLC | 1.54% | Reduce -0.8% | 8,636 | $5.8M |
| Kennicott Capital Management LLC | 2.79% | Add +0.0% | 8,651 | $5.8M |
| Nicholas Hoffman & Company, LLC. | 0.14% | Add +0.5% | 8,627 | $5.8M |
| Berkeley, Inc | 1.86% | Reduce -1.5% | 8,623 | $5.8M |
| Quad-Cities Investment Group, LLC | 2.46% | Reduce -2.5% | 8,621 | $5.8M |
| Strata Wealth Advisors, LLC | 1.52% | Reduce -18.4% | 8,613 | $5.8M |
| Banque Pictet & Cie SA | 0.06% | No change | 8,612 | $5.8M |
| Essex Bank | 1.29% | Add +18.5% | 8,588 | $5.7M |
| Commonwealth Retirement Investments LLC | 1.95% | Add +0.7% | 8,571 | $5.7M |
| Signal Advisors Wealth, LLC | 0.52% | Add +27.1% | 8,570 | $5.7M |
| Quadrant Private Wealth Management, LLC | 1.05% | Add +4.1% | 8,564 | $5.7M |
| Schorn Wealth LLC | 1.75% | Add +6.3% | 8,545 | $5.7M |
| Peak Asset Management, LLC | 1.00% | Reduce -4.3% | 8,541 | $5.7M |
| Kwmg, LLC | 0.50% | Reduce -1.1% | 8,536 | $5.7M |
| Quadcap Wealth Management, LLC | 0.67% | Reduce -8.0% | 8,521 | $5.7M |
| Private Wealth Partners, LLC | 0.41% | Add +1.0% | 8,508 | $5.7M |
| Financial Advocates Investment Management | 3.19% | Reduce -63.2% | 8,485 | $5.7M |
| Keystone Financial Services, LLC | 3.96% | Reduce -1.6% | 8,454 | $5.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.33% | Add +4.2% | 8,425 | $5.6M |
| Morling Financial Advisors, LLC | 1.87% | Reduce -9.7% | 8,423 | $5.6M |
| Ascentis Independent Advisors | 0.95% | Add +14.3% | 8,414 | $5.6M |
| Jamison Private Wealth Management, Inc. | 0.73% | Add +4.0% | 8,413 | $5.6M |
| Legacy Advisory Services, LLC | 4.25% | Add +0.8% | 8,409 | $5.6M |
| ORG Partners LLC | 1.04% | Add +41.8% | 8,070 | $5.6M |
| Dana Investment Advisors, Inc. | 0.16% | Add +1.9% | 8,391 | $5.6M |
| Arista Wealth Management, LLC | 0.70% | No change | 8,378 | $5.6M |
| Patten & Patten Inc. | 0.33% | Add +103.9% | 8,353 | $5.6M |
| Daner Wealth Management, LLC | 3.60% | Add +0.1% | 8,309 | $5.5M |
| University of Texas/Texas Am Investment Management Co. | 0.80% | Reduce -8.8% | 8,253 | $5.5M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +12.1% | 8,249 | $5.5M |
| M3 Advisory Group, LLC | 3.43% | Add +0.1% | 8,227 | $5.5M |
| Financial Council, LLC | 2.44% | Reduce -0.6% | 8,215 | $5.5M |
| Cassaday & Co Wealth Management LLC | 0.13% | Reduce -0.3% | 8,205 | $5.5M |
| Antonelli Financial Advisors, LLC | 3.73% | Reduce -1.7% | 8,196 | $5.5M |
| Bear Mountain Capital, Inc. | 1.84% | No change | 8,128 | $5.5M |
| Bluespring Wealth Management, LLC | 0.48% | Reduce -1.0% | 8,168 | $5.5M |
| Seven Springs Wealth Group, LLC | 1.35% | Reduce -0.7% | 8,158 | $5.5M |
| Fiduciary Group, LLC | 0.48% | Add +0.2% | 8,153 | $5.5M |
| Franklin, Parlapiano, Turner & Welch, LLC | 1.37% | No change | 8,109 | $5.4M |
| Measured Wealth Private Client Group, LLC | 1.46% | Add +2.4% | 8,107 | $5.4M |
| Coppell Advisory Solutions LLC | 0.57% | Add +1.2% | 8,117 | $5.4M |
| Asset Planning Corporation | 2.56% | Reduce -0.4% | 8,053 | $5.4M |
| Sprinkle Financial Consultants LLC | 3.01% | Add +1.7% | 8,040 | $5.4M |
| NBT Bank, N.A. | 0.35% | Reduce -37.9% | 4,983 | $5.4M |
| Three Seasons Wealth, LLC | 0.53% | Reduce -1.3% | 8,022 | $5.4M |
| B.O.S.S. Retirement Advisors, LLC | 1.28% | Reduce -6.8% | 8,017 | $5.4M |
| Stage Harbor Financial, LLC | 3.92% | Add +82.0% | 8,007 | $5.4M |
| Semus Wealth Partners LLC | 3.03% | Add +0.9% | 7,999 | $5.4M |
| Alpha Advisors, LLC | 4.01% | Reduce -0.9% | 7,972 | $5.3M |
| Copperleaf Capital, LLC | 2.56% | Reduce -49.0% | 7,970 | $5.3M |
| Premier Path Wealth Partners, LLC | 0.69% | Add +0.5% | 7,961 | $5.3M |
| Access Financial Services, Inc. | 1.93% | Reduce -2.2% | 7,955 | $5.3M |
| FAS Wealth Partners, Inc. | 0.36% | Reduce -2.5% | 7,936 | $5.3M |
| Mitchell Capital Management Co. | 0.91% | Reduce -2.2% | 7,922 | $5.3M |
| BOS Asset Management, LLC | 1.50% | Add +2.0% | 7,916 | $5.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +94.4% | 7,901 | $5.3M |
| Schmidt P J Investment Management Inc. | 0.87% | Add +1.9% | 7,877 | $5.3M |
| Laurel Wealth Planning LLC | 2.79% | Reduce -12.8% | 7,868 | $5.3M |
| Cahill Financial Advisors Inc. | 0.60% | Add +64.3% | 7,866 | $5.3M |
| McCarter Private Wealth Services LLC | 2.69% | Add +3.4% | 7,860 | $5.3M |
| Rinkey Investments | 1.39% | Add +10.4% | 7,845 | $5.3M |
| Confluence Wealth Services, Inc. | 0.26% | Reduce -0.9% | 7,819 | $5.2M |
| Smith Thornton Advisors LLC | 2.74% | Add +1.4% | 7,816 | $5.2M |
| Fortis Group Advisors, LLC | 0.90% | Reduce -0.9% | 7,629 | $5.2M |
| Keel Point, LLC | 0.32% | Add +13.9% | 7,796 | $5.2M |
| Infinity Wealth Counsel, LLC | 5.06% | Add +0.2% | 7,782 | $5.2M |
| Aufman Associates Inc | 2.93% | Add +0.2% | 7,767 | $5.2M |
| Brookwood Investment Group LLC | 0.67% | Add +6.4% | 7,765 | $5.2M |
| Auxano Advisors, LLC | 1.10% | Add +0.0% | 7,762 | $5.2M |
| Plan Group Financial, LLC | 1.39% | Reduce -13.3% | 7,713 | $5.2M |
| Stegner Investment Associates Inc. | 2.82% | Add +2.7% | 7,681 | $5.1M |
| Old Port Advisors | 1.30% | Reduce -52.7% | 7,677 | $5.1M |
| Ruggaard & Associates LLC | 1.92% | Add +1.0% | 7,676 | $5.1M |
| 49 Wealth Management, LLC | 0.48% | Add +0.4% | 7,673 | $5.1M |
| Rathbones Group PLC | 0.02% | Add +11.8% | 7,665 | $5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.4% | 7,657 | $5.1M |
| MAS Advisors LLC | 8.11% | Reduce -0.8% | 7,656 | $5.1M |
| Rockwood Wealth Management, LLC | 0.41% | Reduce -10.9% | 7,628 | $5.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.21% | Add +4.4% | 7,615 | $5.1M |
| Stephen J. Garry & Associates, LLC | 4.05% | Reduce -4.0% | 7,574 | $5.1M |
| Debussy Capital Management LP | 0.72% | Reduce -31.0% | 7,562 | $5.1M |
| Ayalon Insurance Comp Ltd. | 1.28% | Add +3.5% | 7,559 | $5.1M |
| 2UniFi Bank | 2.53% | Reduce -1.3% | 7,552 | $5.1M |
| Raab & Moskowitz Asset Management LLC | 1.13% | Reduce -0.4% | 7,548 | $5.1M |
| Northeast Investment Management | 0.20% | No change | 7,543 | $5.0M |
| Ellis Investment Partners, LLC | 0.91% | Reduce -1.8% | 7,540 | $5.0M |
| Eaton Financial Holdings Company, LLC | 1.42% | Reduce -18.3% | 7,538 | $5.0M |
| Full Sail Capital, LLC | 0.28% | Add +0.4% | 7,535 | $5.0M |
| Quest 10 Wealth Builders, Inc. | 4.63% | Reduce -0.7% | 7,511 | $5.0M |
| Triglav Investments, D.O.O. | 0.33% | No change | 7,490 | $5.0M |
| GAMMA Investing LLC | 0.28% | Add +12.1% | 7,485 | $5.0M |
| Cooper Financial Group | 0.55% | Reduce -3.0% | 7,485 | $5.0M |
| Atlas Brown,Inc. | 1.48% | Reduce -0.4% | 7,474 | $5.0M |
| Alliance Wealth Advisors, LLC | 1.17% | Reduce -1.3% | 7,465 | $5.0M |
| Milestone Asset Management Group, LLC | 3.14% | Add +1.0% | 7,456 | $5.0M |
| Marex Group Ltd | 0.06% | New | 7,432 | $5.0M |
| Colony Family Offices, LLC | 1.29% | Reduce -49.1% | 7,425 | $5.0M |
| SilverOak Wealth Management LLC | 0.84% | Add +0.9% | 7,412 | $5.0M |
| LifePlan Investment Advisors, Inc. | 2.08% | Reduce -3.4% | 7,409 | $5.0M |
| Accelerate Investment Advisors LLC | 3.36% | Reduce -1.3% | 7,369 | $4.9M |
| Carret Asset Management, LLC | 0.48% | Reduce -1.1% | 7,358 | $4.9M |
| Gitterman Wealth Management, LLC | 1.13% | Reduce -0.8% | 7,351 | $4.9M |
| Marietta Wealth Management, LLC | 0.60% | Add +1.3% | 7,346 | $4.9M |
| Woodmont Investment Counsel LLC | 0.33% | Add +2.6% | 7,345 | $4.9M |
| Cromwell Holdings LLC | 2.62% | New | 7,335 | $4.9M |
| Independence Bank of Kentucky | 0.63% | Reduce -1.1% | 7,330 | $4.9M |
| Medallion Wealth Advisors, LLC | 1.74% | Add +5.4% | 7,302 | $4.9M |
| Bearing Point Capital, LLC | 0.84% | Reduce -5.7% | 7,299 | $4.9M |
| Insight Advisors, LLC/ PA | 0.75% | Reduce -0.3% | 7,284 | $4.9M |
| Macroview Investment Management LLC | 3.66% | Add +2.6% | 7,288 | $4.9M |
| Paladin Advisory Group, LLC | 3.78% | No change | 7,245 | $4.8M |
| Tru Independence Asset Management 2, LLC | 3.19% | Reduce -12.3% | 7,244 | $4.8M |
| West Paces Advisors Inc. | 0.96% | Reduce -0.9% | 7,243 | $4.8M |
| Groupe la Francaise | 0.07% | New | 8,535 | $4.8M |
| Meridian Wealth Partners, LLC | 0.67% | Reduce -9.3% | 7,239 | $4.8M |
| Tufton Capital Management | 0.86% | Reduce -1.8% | 7,240 | $4.8M |
| HM Payson & Co. | 0.07% | Add +2.4% | 7,206 | $4.8M |
| Blalock Williams, LLC | 4.22% | Reduce -3.5% | 7,199 | $4.8M |
| Madison Asset Management, LLC | 0.05% | Reduce -0.7% | 7,186 | $4.8M |
| Arlington Trust Co LLC | 0.86% | No change | 7,170 | $4.8M |
| NorthStar Asset Management LLC | 2.30% | Add +0.8% | 7,169 | $4.8M |
| Cornell Pochily Investment Advisors, Inc. | 1.43% | Add +1.9% | 7,168 | $4.8M |
| HUB Investment Partners, LLC | 0.18% | Reduce -4.2% | 7,167 | $4.8M |
| Zacks Investment Management | 0.04% | Add +7.7% | 7,127 | $4.8M |
| Potentia Wealth | 1.82% | Add +5.6% | 7,118 | $4.8M |
| Galvin, Gaustad & Stein, LLC | 0.39% | Reduce -2.4% | 7,117 | $4.8M |
| Turtle Creek Wealth Advisors, LLC | 0.42% | Add +10.3% | 7,109 | $4.8M |
| LOM Asset Management Ltd | 1.45% | Reduce -0.6% | 7,085 | $4.7M |
| New England Private Wealth Advisors LLC | 0.62% | Add +0.1% | 7,071 | $4.7M |
| Opulen Financial Group LLC | 3.58% | Reduce -0.7% | 7,053 | $4.7M |
| Weaver Consulting Group | 1.20% | Reduce -5.5% | 7,051 | $4.7M |
| O'Connor Financial Group LLC | 1.98% | Reduce -3.0% | 7,046 | $4.7M |
| Fulcrum Capital LLC | 0.97% | Reduce -9.3% | 7,046 | $4.7M |
| Kestra Investment Management, LLC | 0.13% | Add +13.8% | 7,038 | $4.7M |
| New Century Financial Group, LLC | 8.36% | Reduce -8.1% | 7,029 | $4.7M |
| Davidson Trust Co. | 1.94% | Reduce -6.4% | 7,026 | $4.7M |
| Harvey Capital Management Inc. | 1.00% | Reduce -2.3% | 7,026 | $4.7M |
| JTC Employer Solutions Trustee Ltd | 0.40% | No change | 7,026 | $4.7M |
| Foresight Capital Management Advisors, Inc. | 2.65% | Reduce -2.7% | 7,021 | $4.7M |
| SeaBridge Investment Advisors LLC | 0.76% | Reduce -5.9% | 6,976 | $4.7M |
| Jackson, Grant Investment Advisers, Inc. | 1.56% | Add +0.1% | 6,972 | $4.7M |
| McNaughton Wealth Management, LLC | 1.96% | Add +0.0% | 6,937 | $4.6M |
| Paces Ferry Wealth Advisors, LLC | 1.92% | Reduce -2.0% | 6,911 | $4.6M |
| Harbor Asset Planning, Inc. | 4.13% | Reduce -0.1% | 6,903 | $4.6M |
| Financial Perspectives, Inc | 1.28% | Reduce -0.9% | 6,888 | $4.6M |
| Strategies Wealth Advisors, LLC | 0.48% | Reduce -25.1% | 6,852 | $4.6M |
| Koesten, Hirschmann & Crabtree, INC. | 2.19% | Reduce -0.1% | 6,842 | $4.6M |
| TFO Wealth Partners, LLC | 0.75% | Add +0.2% | 6,836 | $4.6M |
| L.K. Benson & Company, P.C. | 2.45% | Add +87.1% | 6,788 | $4.5M |
| Lincoln Capital Corp. | 1.63% | Reduce -8.2% | 6,773 | $4.5M |
| Plum Street Advisors, LLC | 1.75% | Reduce -0.8% | 6,763 | $4.5M |
| Rede Wealth, LLC | 3.55% | Reduce -36.0% | 6,752 | $4.5M |
| Eagle Bay Advisors LLC | 3.55% | Reduce -9.2% | 6,752 | $4.5M |
| Triune Financial Partners, LLC | 1.14% | Add +0.3% | 6,738 | $4.5M |
| First Trust Advisors LP | 0.00% | Reduce -3.6% | 6,737 | $4.5M |
| Sage Capital Advisors,llc | 1.07% | Reduce -1.0% | 6,737 | $4.5M |
| Trust Co of the South | 0.75% | No change | 6,727 | $4.5M |
| First United Bank & Trust | 1.46% | Reduce -0.4% | 6,718 | $4.5M |
| Richard W. Paul & Associates, LLC | 1.53% | Add +0.9% | 6,685 | $4.5M |
| Chilton Capital Management LLC | 0.15% | Reduce -1.0% | 6,684 | $4.5M |
| Hemington Wealth Management | 0.58% | Reduce -0.8% | 6,679 | $4.5M |
| Motco | 0.41% | Add +5.4% | 6,672 | $4.5M |
| Helium Advisors LLC | 3.72% | Reduce -10.7% | 6,657 | $4.5M |
| CoreFirst Bank & Trust | 2.41% | Reduce -0.8% | 6,651 | $4.5M |
| Encompass More Asset Management | 0.86% | Reduce -3.8% | 6,646 | $4.4M |
| Americana Partners, LLC | 0.13% | Add +21.8% | 6,635 | $4.4M |
| Warm Springs Advisors Inc. | 3.37% | Reduce -0.5% | 6,631 | $4.4M |
| Sage Financial Group Inc. | 0.30% | Add +1.9% | 6,630 | $4.4M |
| Oakwell Private Wealth Management, LLC | 0.89% | No change | 6,627 | $4.4M |
| Sonata Capital Group Inc. | 1.64% | No change | 6,622 | $4.4M |
| Boston Family Office LLC | 0.28% | Add +0.0% | 6,609 | $4.4M |
| Cornerstone Partners Capital Management, LLC | 12.80% | Reduce -26.8% | 6,606 | $4.4M |
| Dentgroup LLC | 2.86% | Reduce -0.2% | 6,600 | $4.4M |
| Old Mission Investment Co LLC | 1.08% | Reduce -3.9% | 6,586 | $4.4M |
| Flywheel Private Wealth LLC | 3.44% | Add +9.5% | 6,580 | $4.4M |
| South Plains Financial, Inc. | 2.75% | Add +1.5% | 6,579 | $4.4M |
| Leo Wealth, LLC | 0.57% | Reduce -34.5% | 6,567 | $4.4M |
| Intelligent Financial Strategies | 2.13% | Reduce -3.1% | 6,545 | $4.4M |
| Corsicana & Co. | 2.46% | — | 6,544 | $4.4M |
| Howard Financial Services, LTD. | 0.54% | Add +0.3% | 6,539 | $4.4M |
| Global View Capital Management LLC | 0.93% | Add +5.9% | 6,520 | $4.4M |
| Riverbridge Partners LLC | 0.07% | Add +120.8% | 6,517 | $4.4M |
| Investors Research Corp | 0.80% | No change | 6,468 | $4.3M |
| Straight Path Wealth Management | 1.21% | Add +0.3% | 6,465 | $4.3M |
| 1 North Wealth Services LLC | 1.77% | Reduce -4.6% | 6,462 | $4.3M |
| Forza Wealth Management, LLC | 1.66% | Add +28.6% | 6,457 | $4.3M |
| MIdWestOne Financial Group, Inc. | 0.52% | No change | 6,452 | $4.3M |
| Fullerton Fund Management Co Ltd. | 0.17% | Reduce -53.8% | 6,418 | $4.3M |
| PUREfi Wealth, LLC | 3.30% | Add +23.0% | 6,401 | $4.3M |
| Alta Wealth Advisors LLC | 1.53% | Reduce -0.1% | 6,370 | $4.3M |
| Kohmann Bosshard Financial Services, LLC | 0.44% | Add +28.4% | 6,355 | $4.3M |
| Tableaux LLC | 1.70% | Add +98.6% | 6,352 | $4.3M |
| Hill Island Financial LLC | 1.06% | Reduce -0.3% | 6,327 | $4.2M |
| ZWJ Investment Counsel Inc. | 0.15% | Add +6.6% | 6,310 | $4.2M |
| Oldfather Financial Services, LLC | 1.31% | Reduce -0.6% | 6,300 | $4.2M |
| BCU Wealth Advisors, LLC | 1.71% | Add +5.0% | 6,300 | $4.2M |
| Michels Family Financial, LLC | 3.28% | Reduce -2.7% | 6,296 | $4.2M |
| Gallagher Fiduciary Advisors, LLC | 0.15% | Reduce -3.4% | 6,291 | $4.2M |
| ORBA Wealth Advisors, L.L.C. | 3.46% | No change | 6,276 | $4.2M |
| First Bank & Trust | 0.71% | Add +5.5% | 6,263 | $4.2M |
| First County Bank | 2.14% | No change | 6,242 | $4.2M |
| Romano Brothers and Company | 0.48% | Reduce -7.3% | 6,232 | $4.2M |
| United Advisor Group, LLC | 0.56% | Add +96.3% | 6,230 | $4.2M |
| BCS Private Wealth Management, Inc. | 1.49% | Reduce -3.3% | 6,223 | $4.2M |
| Clifford Swan Investment Counsel LLC | 0.14% | Add +0.9% | 6,205 | $4.2M |
| Florida Trust Wealth Management Co | 0.12% | Add +10.4% | 6,203 | $4.2M |
| Thrive Wealth Management, LLC | 0.63% | Reduce -1.9% | 6,188 | $4.1M |
| Liberty Capital Management, Inc. | 0.78% | Add +2.5% | 6,181 | $4.1M |
| American Financial Advisors, LLC | 0.53% | Reduce -9.3% | 6,175 | $4.1M |
| Davis R M Inc. | 0.07% | Add +66.2% | 6,174 | $4.1M |
| Equitable Trust Co. | 0.19% | Reduce -0.2% | 6,171 | $4.1M |
| Wealth Management Nebraska | 0.49% | Reduce -2.3% | 6,165 | $4.1M |
| Evensky & Katz LLC | 0.24% | Reduce -11.3% | 6,145 | $4.1M |
| Kaydan Wealth Management, Inc. | 1.17% | Add +4.3% | 6,143 | $4.1M |
| WestHill Financial Advisors, Inc. | 0.80% | Reduce -0.4% | 6,114 | $4.1M |
| Lyell Wealth Management, LP | 0.30% | Add +0.2% | 6,106 | $4.1M |
| Napa Wealth Management | 1.91% | Reduce -1.0% | 6,098 | $4.1M |
| WNY Asset Management, LLC | 0.39% | Reduce -6.4% | 6,092 | $4.1M |
| First Manhattan Co. Llc. | 0.01% | Add +27.4% | 6,084 | $4.1M |
| Oakworth Capital, Inc. | 0.24% | Reduce -0.0% | 6,078 | $4.1M |
| Bridgewater Advisors Inc. | 0.28% | Add +9.3% | 6,034 | $4.1M |
| GDS Wealth Management | 0.27% | Reduce -2.5% | 6,071 | $4.1M |
| Beverly Hills Private Wealth, LLC | 0.72% | Reduce -1.2% | 6,050 | $4.0M |
| Clarkston Capital Partners, LLC | 0.09% | Add +0.5% | 6,050 | $4.0M |
| ERn Financial, LLC | 0.80% | Reduce -7.3% | 6,046 | $4.0M |
| Maxele Advisors, LLC | 3.48% | Add +0.1% | 6,031 | $4.0M |
| Paulson Wealth Management Inc. | 0.95% | Reduce -0.3% | 6,027 | $4.0M |
| Edge Financial Advisors LLC | 1.81% | Reduce -25.8% | 6,022 | $4.0M |
| Comprehensive Financial Planning, Inc. | 2.76% | Add +2.7% | 6,012 | $4.0M |
| Aaron Wealth Advisors LLC | 0.24% | Add +0.2% | 5,989 | $4.0M |
| Discipline Wealth Solutions, LLC | 1.05% | Add +17.6% | 5,947 | $4.0M |
| Everhart Financial Group, Inc. | 0.40% | Add +5.0% | 5,947 | $4.0M |
| Legacy Financial Advisors, Inc. | 0.55% | Reduce -1.3% | 5,945 | $4.0M |
| Goodman Financial Corp | 0.77% | Reduce -0.3% | 5,944 | $4.0M |
| Two West Capital Advisors LLC | 2.40% | Add +9.4% | 5,845 | $4.0M |
| Wealthgarden F.S. LLC | 2.83% | Add +7.0% | 5,889 | $4.0M |
| Palisade Capital Management, LP | 0.12% | Add +1.7% | 5,927 | $4.0M |
| Ipswich Investment Management Co., Inc. | 0.92% | Add +7.0% | 5,908 | $4.0M |
| Fonville Wealth Management LLC | 0.89% | Add +121.3% | 5,882 | $3.9M |
| Leeward Financial Partners, LLC | 1.12% | Add +0.9% | 5,880 | $3.9M |
| First Business Financial Services, Inc. | 0.36% | No change | 5,873 | $3.9M |
| Harbour Capital Advisors, LLC | 0.80% | Reduce -4.5% | 5,838 | $3.9M |
| Riverwater Partners LLC | 1.63% | Add +25.6% | 5,864 | $3.9M |
| Vontobel Holding Ltd. | 0.01% | Reduce -33.1% | 5,855 | $3.9M |
| Portside Wealth Group, LLC | 0.54% | Add +3.9% | 5,847 | $3.9M |
| First American Trust, FSB | 0.28% | Reduce -5.7% | 5,831 | $3.9M |
| Aspen Investment Management Inc | 1.50% | Add +0.1% | 5,800 | $3.9M |
| Security Benefit Life Insurance Co. | 1.58% | Reduce -14.7% | 5,800 | $3.9M |
| Cim, LLC | 0.51% | Reduce -0.8% | 5,784 | $3.9M |
| Gemmer Asset Management LLC | 0.31% | Reduce -16.6% | 5,768 | $3.9M |
| Condor Capital Management | 0.32% | Reduce -1.6% | 5,766 | $3.9M |
| GW Henssler & Associates Ltd. | 0.19% | Reduce -4.3% | 5,749 | $3.8M |
| Lifelong Wealth Advisors, Inc. | 1.15% | Add +1.3% | 5,746 | $3.8M |
| First National Corp. /Ma/ | 0.73% | No change | 5,704 | $3.8M |
| Summit Financial Wealth Advisors, LLC | 0.59% | Add +14.3% | 5,691 | $3.8M |
| Woodley Farra Manion Portfolio Management Inc. | 0.18% | Reduce -1.5% | 5,677 | $3.8M |
| Raleigh Capital Management Inc. | 1.44% | Add +71.0% | 5,672 | $3.8M |
| Schnieders Capital Management, Llc. | 0.61% | — | 5,656 | $3.8M |
| McAlister, Sweet & Associates, Inc. | 2.50% | Add +12.7% | 5,654 | $3.8M |
| Stenger Family Office, LLC | 0.78% | Reduce -7.9% | 5,493 | $3.8M |
| Ocean Park Asset Management, LLC | 0.16% | New | 5,651 | $3.8M |
| First Bancorp, Inc | 2.01% | Reduce -3.0% | 5,648 | $3.8M |
| Titleist Asset Management, LLC | 0.33% | Reduce -0.3% | 5,647 | $3.8M |
| Fisher Asset Management | 0.00% | Reduce -16.8% | 5,630 | $3.8M |
| Frank, Rimerman Advisors LLC | 0.24% | Add +0.0% | 5,595 | $3.7M |
| Redwood Wealth Management Group, LLC | 1.59% | Reduce -0.0% | 5,592 | $3.7M |
| Mairs & Power Inc. | 0.04% | Reduce -90.7% | 475 | $3.7M |
| BNP Paribas | 0.11% | Add +5.7% | 5,524 | $3.7M |
| Arcadia Wealth Management, Inc. | 2.24% | Add +11.1% | 5,518 | $3.7M |
| Pettyjohn, Wood & White, Inc. | 0.61% | Add +7.3% | 5,505 | $3.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.71% | Add +20.1% | 5,500 | $3.7M |
| ARS Investment Partners, LLC | 0.24% | Add +42.4% | 5,480 | $3.7M |
| Sound View Wealth Advisors Group, LLC | 0.25% | Add +0.2% | 5,474 | $3.7M |
| Berman McAleer LLC | 0.51% | — | 5,472 | $3.7M |
| Segment Wealth Management, LLC | 0.22% | Add +13.3% | 5,462 | $3.7M |
| Encompass Wealth Advisors, LLC | 1.24% | Reduce -0.1% | 5,440 | $3.6M |
| Mattern Wealth Management LLC | 0.72% | Reduce -2.8% | 5,419 | $3.6M |
| M1 Capital Management LLC | 1.56% | Reduce -4.1% | 5,416 | $3.6M |
| Sculati Wealth Management, LLC | 1.28% | Add +23.4% | 5,415 | $3.6M |
| Financial Gravity Asset Management, Inc. | 0.71% | — | 5,412 | $3.6M |
| Mason & Associates, LLC | 0.91% | No change | 5,829 | $3.6M |
| Tranquility Partners, LLC | 1.22% | Reduce -5.5% | 5,404 | $3.6M |
| Gilliland Jeter Wealth Management LLC | 1.11% | Add +14.0% | 5,394 | $3.6M |
| Nemes Rush Group LLC | 0.36% | Add +0.1% | 5,394 | $3.6M |
| Houlihan Financial Resource Group, Ltd. | 3.17% | Reduce -48.0% | 5,385 | $3.6M |
| Delta Wealth Advisors LLC | 2.82% | Reduce -1.2% | 5,383 | $3.6M |
| Schneider Downs Wealth Management Advisors, LP | 0.43% | Reduce -3.3% | 5,371 | $3.6M |
| Montgomery Investment Management Inc. | 1.26% | Add +4.9% | 5,371 | $3.6M |
| Maridea Wealth Management LLC | 0.56% | Reduce -21.6% | 5,323 | $3.6M |
| Lansing Street Advisors | 0.95% | Reduce -3.4% | 5,357 | $3.6M |
| Alaethes Wealth, LLC | 1.02% | Reduce -2.0% | 5,357 | $3.6M |
| Newport Capital Group, LLC | 2.25% | No change | 5,346 | $3.6M |
| Ridgepath Capital Management LLC | 1.52% | Add +2.2% | 5,336 | $3.6M |
| Blodgett Wealth Advisors, LLC | 2.45% | Add +2.1% | 5,322 | $3.6M |
| Elevation Point Wealth Partners, LLC | 0.25% | Reduce -89.0% | 5,317 | $3.6M |
| Johnson Financial Group, LLC | 0.33% | Add +79.8% | 5,316 | $3.6M |
| Dunhill Financial, LLC | 1.19% | Reduce -2.2% | 5,294 | $3.5M |
| FSM Wealth Advisors, LLC | 0.50% | Add +3.8% | 5,286 | $3.5M |
| Global Strategic Investment Solutions, LLC | 0.35% | Add +0.0% | 5,247 | $3.5M |
| Centric Wealth Management | 0.78% | Add +0.0% | 5,125 | $3.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | No change | 5,245 | $3.5M |
| Ceera Investments, LLC | 1.09% | Add +2.4% | 5,233 | $3.5M |
| Mogy Joel R Investment Counsel Inc. | 0.19% | No change | 5,229 | $3.5M |
| Arcadia Investment Advisors LLC | 1.70% | Reduce -1.6% | 5,221 | $3.5M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -14.3% | 5,220 | $3.5M |
| Appleton Partners Inc. | 0.23% | Reduce -3.4% | 5,216 | $3.5M |
| BlueSky Wealth Advisors, LLC | 0.47% | Add +0.3% | 5,152 | $3.4M |
| North Berkeley Wealth Management, LLC | 2.72% | Add +1.4% | 5,144 | $3.4M |
| Praetorian Wealth Management, Inc. | 0.71% | New | 5,143 | $3.4M |
| Total Clarity Wealth Management, Inc. | 0.91% | Reduce -6.0% | 5,136 | $3.4M |
| Strid Group, LLC | 0.44% | Reduce -4.5% | 5,134 | $3.4M |
| Asset Dedication, LLC | 0.23% | Reduce -10.4% | 5,126 | $3.4M |
| Canandaigua National Bank & Trust Co. | 0.30% | Reduce -2.3% | 5,124 | $3.4M |
| McIlrath & Eck, LLC | 0.35% | Add +0.7% | 5,120 | $3.4M |
| Roxbury Financial LLC | 3.16% | Reduce -0.6% | 5,117 | $3.4M |
| EWG Elevate Inc. | 1.07% | Add +90.8% | 5,109 | $3.4M |
| Biltmore Family Office, LLC | 0.49% | Reduce -0.0% | 5,105 | $3.4M |
| Frontier Asset Management, LLC | 0.85% | Reduce -4.6% | 5,103 | $3.4M |
| Trivium Point Advisory, LLC | 0.35% | Reduce -40.5% | 5,100 | $3.4M |
| Austin Private Wealth, LLC | 0.26% | Add +5.4% | 5,093 | $3.4M |
| Arbor Trust Wealth Advisors, LLC | 1.53% | Reduce -0.6% | 5,084 | $3.4M |
| Donaldson Capital Management, LLC | 0.11% | Add +83.5% | 5,073 | $3.4M |
| Arcadia Investment Management Corp. | 0.52% | Add +1.8% | 5,056 | $3.4M |
| Elevated Capital Advisors, LLC | 0.84% | Reduce -9.5% | 5,051 | $3.4M |
| Hughes Financial Services, LLC | 0.54% | Reduce -1.0% | 4,928 | $3.4M |
| Triad Wealth Partners, LLC | 0.44% | Add +63.1% | 5,042 | $3.4M |
| Barnes Pettey Financial Advisors, LLC | 1.85% | Reduce -1.6% | 5,038 | $3.4M |
| Family Manage LLC | 0.47% | Reduce -1.6% | 5,032 | $3.4M |
| CVFG LLC | 2.43% | Reduce -0.9% | 5,028 | $3.4M |
| Certior Financial Group, LLC | 2.28% | Reduce -8.6% | 5,025 | $3.4M |
| CWS Financial Advisors, LLC | 0.93% | Reduce -1.5% | 5,020 | $3.4M |
| Cidel Asset Management Inc. | 0.19% | No change | 5,009 | $3.4M |
| Worth Financial Advisory Group, LLC | 1.88% | Reduce -2.5% | 4,998 | $3.3M |
| Cowa, LLC | 1.18% | Reduce -0.4% | 4,987 | $3.3M |
| Private Capital Management, LLC | 0.31% | Reduce -1.2% | 4,959 | $3.3M |
| Firestone Capital Management | 0.71% | Add +11.0% | 4,936 | $3.3M |
| Rothschild & Co Wealth Management UK Ltd | 0.05% | No change | 4,929 | $3.3M |
| Warner Financial, Inc. | 1.23% | Add +0.1% | 4,927 | $3.3M |
| Centaurus Financial, Inc. | 0.15% | Add +4.5% | 4,927 | $3.3M |
| PMG Wealth Management, Inc. | 2.51% | Add +2.1% | 4,939 | $3.3M |
| Global Financial Private Client, LLC | 1.17% | Reduce -6.0% | 4,916 | $3.3M |
| Knightsbridge Asset Management, LLC | 0.56% | Add +8.8% | 4,913 | $3.3M |
| Investment Partners, LTD. | 1.16% | Reduce -0.9% | 4,903 | $3.3M |
| Forthright Family Wealth Advisory LLC | 2.01% | Add +740.2% | 4,890 | $3.3M |
| Howard Wealth Management, LLC | 1.50% | Add +0.5% | 4,881 | $3.3M |
| SRH Advisors, LLC | 0.95% | No change | 4,879 | $3.3M |
| Essential Partners LLC | 1.07% | Add +3.3% | 4,868 | $3.3M |
| Fortis Capital Management LLC | 0.46% | Add +0.0% | 4,864 | $3.3M |
| Melfa Wealth Management, Inc. | 1.91% | Reduce -0.1% | 4,864 | $3.3M |
| Evanson Asset Management, LLC | 0.18% | Reduce -13.3% | 4,851 | $3.2M |
| Spirepoint Private Client, LLC | 0.34% | Add +2.1% | 4,848 | $3.2M |
| Caldwell Sutter Capital, Inc. | 1.39% | Reduce -1.7% | 4,846 | $3.2M |
| REAP Financial Group, LLC | 0.70% | Add +3.4% | 4,843 | $3.2M |
| Clarity Capital Advisors, LLC | 1.76% | Reduce -1.4% | 4,828 | $3.2M |
| MB Generational Wealth, LLC | 2.05% | — | 4,828 | $3.2M |
| Painted Porch Advisors LLC | 1.23% | Reduce -0.9% | 4,824 | $3.2M |
| Capital Advantage, Inc. | 0.48% | Reduce -1.0% | 4,818 | $3.2M |
| Donor Advised Charitable Giving, Inc. | 0.06% | Reduce -28.1% | 4,807 | $3.2M |
| Hopwood Financial Services, Inc. | 2.15% | Reduce -0.2% | 4,801 | $3.2M |
| Alterna Wealth Management, Inc. | 2.64% | Reduce -8.0% | 4,799 | $3.2M |
| Texas Yale Capital Corp. | 0.10% | No change | 4,796 | $3.2M |
| Beacon Financial Advisory LLC | 0.74% | Reduce -0.1% | 4,776 | $3.2M |
| Generation Capital Management LLC | 2.31% | Reduce -0.5% | 4,770 | $3.2M |
| Birmingham Capital Management Co. Inc. | 1.47% | No change | 4,768 | $3.2M |
| Alerus Financial NA | 0.16% | Add +0.4% | 4,767 | $3.2M |
| Gratus Wealth Advisors, LLC | 0.45% | Reduce -0.6% | 4,761 | $3.2M |
| HBW Advisory Services LLC | 0.36% | Add +8.1% | 4,753 | $3.2M |
| Prudent Man Advisors, LLC | 1.17% | Reduce -29.8% | 4,742 | $3.2M |
| Tudor Financial Inc. | 1.68% | Add +5.8% | 4,737 | $3.2M |
| Marquette Associates, Inc. | 3.80% | Reduce -87.2% | 4,716 | $3.2M |
| Valley Wealth Managers, Inc. | 0.21% | Reduce -4.4% | 4,714 | $3.2M |
| Kavar Capital Partners Group, LLC | 0.42% | Reduce -3.2% | 4,713 | $3.2M |
| Sterling Wealth Advisors Inc | 2.01% | No change | 4,722 | $3.2M |
| Darrow Company, Inc. | 1.46% | Reduce -0.6% | 4,693 | $3.1M |
| SP Asset Management LLC | 0.25% | Add +11.8% | 4,689 | $3.1M |
| Diversify Wealth Management, LLC | 0.18% | Add +102.9% | 4,553 | $3.1M |
| Sage Rhino Capital LLC | 0.60% | No change | 4,666 | $3.1M |
| Tolleson Wealth Management, Inc. | 0.48% | No change | 4,656 | $3.1M |
| Ackerman Capital Advisors, LLC | 0.65% | No change | 4,650 | $3.1M |
| Mengis Capital Management, Inc. | 0.61% | Add +0.1% | 4,628 | $3.1M |
| TRUE Private Wealth Advisors | 0.32% | Reduce -2.0% | 4,624 | $3.1M |
| Signature Resources Capital Management, LLC | 1.69% | No change | 4,619 | $3.1M |
| Lincoln Capital LLC | 0.58% | Add +2.4% | 4,594 | $3.1M |
| Central Bank & Trust Co. | 0.48% | Reduce -14.3% | 4,594 | $3.1M |
| Meyer Handelman Co. | 0.10% | Reduce -1.7% | 4,590 | $3.1M |
| MBM Wealth Consultants, LLC | 0.76% | No change | 4,584 | $3.1M |
| Upper Left Wealth Management, LLC | 1.92% | Reduce -0.7% | 4,580 | $3.1M |
| NYL Investors LLC | 1.05% | No change | 4,554 | $3.0M |
| Sachetta, LLC | 1.13% | Reduce -1.4% | 4,541 | $3.0M |
| Alteri Wealth LLC | 1.04% | Add +1.0% | 4,538 | $3.0M |
| Rossby Financial, LCC | 1.01% | Add +22.6% | 4,517 | $3.0M |
| Absolute Capital Management, LLC | 1.30% | Add +22.8% | 4,527 | $3.0M |
| One Wealth Management Investment & Advisory Services, LLC | 3.52% | Add +0.8% | 4,525 | $3.0M |
| Regimen Wealth, LLC | 0.90% | Reduce -0.9% | 4,524 | $3.0M |
| Kathleen S. Wright Associates Inc. | 1.12% | Reduce -0.8% | 4,520 | $3.0M |
| Old North State Trust, LLC | 1.84% | Reduce -0.0% | 4,518 | $3.0M |
| Manchester Capital Management LLC | 0.41% | Reduce -3.3% | 4,517 | $3.0M |
| Ewa, LLC | 0.84% | Reduce -0.7% | 4,513 | $3.0M |
| Mezzasalma Advisors, LLC | 0.77% | Add +8.1% | 4,500 | $3.0M |
| GHP Investment Advisors, Inc. | 0.13% | Add +0.1% | 4,486 | $3.0M |
| Flavin Financial Services, Inc. | 2.13% | Add +2.6% | 4,483 | $3.0M |
| Rik Saylor Financial, Inc. | 2.19% | No change | 4,481 | $3.0M |
| Balefire, LLC | 0.60% | Reduce -24.0% | 4,469 | $3.0M |
| Clark Asset Management, LLC | 0.35% | Reduce -0.1% | 4,462 | $3.0M |
| Invested Advisors | 4.35% | — | 5,041 | $3.0M |
| Courage Miller Partners, LLC | 0.89% | Reduce -4.2% | 4,458 | $3.0M |
| Foster Dykema Cabot & Partners, LLC | 0.20% | No change | 4,457 | $3.0M |
| Mayfair Advisory Group, LLC | 1.28% | Add +1.1% | 4,454 | $3.0M |
| Precision Wealth Strategies, LLC | 0.96% | Reduce -14.4% | 4,442 | $3.0M |
| Walled Lake Planning & Wealth Management, LLC | 0.98% | Reduce -3.3% | 4,439 | $3.0M |
| Advisor OS, LLC | 0.26% | Add +2.6% | 4,438 | $3.0M |
| Mainstream Capital Management LLC | 1.97% | Reduce -1.9% | 4,438 | $3.0M |
| Clearwater Capital Advisors, LLC | 0.25% | Reduce -0.2% | 4,419 | $3.0M |
| Empirical Asset Management, LLC | 0.82% | Add +0.4% | 4,409 | $3.0M |
| Beck Mack & Oliver LLC | 0.05% | No change | 4,407 | $2.9M |
| Polymer Capital Management (HK) LTD | 0.41% | No change | 4,400 | $2.9M |
| Panoramic Investment Advisors, LLC | 1.65% | Add +1.1% | 4,384 | $2.9M |
| Angeles Wealth Management, LLC | 0.18% | Add +28.1% | 4,355 | $2.9M |
| Gallacher Capital Management LLC | 1.15% | Reduce -2.1% | 4,354 | $2.9M |
| Retirement Investment Advisors, Inc. | 0.24% | New | 4,348 | $2.9M |
| Laurel Wealth Advisors LLC | 0.41% | Reduce -2.2% | 4,331 | $2.9M |
| Community Trust & Investment Co. | 0.16% | Add +29.9% | 4,314 | $2.9M |
| Park Capital Management, LLC / WI | 2.31% | Reduce -4.3% | 4,309 | $2.9M |
| Inspire Advisors, LLC | 0.28% | Add +10.3% | 4,298 | $2.9M |
| CapWealth Advisors, LLC | 0.26% | Reduce -0.3% | 4,293 | $2.9M |
| United Capital Management of KS, Inc. | 0.39% | Reduce -3.3% | 4,283 | $2.9M |
| Archford Capital Strategies, LLC | 0.34% | Reduce -0.0% | 4,276 | $2.9M |
| Silvia McColl Wealth Management, LLC | 1.94% | No change | 4,275 | $2.9M |
| Optivise Advisory Services LLC | 1.70% | Reduce -57.9% | 4,275 | $2.9M |
| TD Asset Management Inc | 0.00% | Reduce -5.5% | 4,264 | $2.9M |
| Wealth Effects LLC | 0.92% | Add +0.1% | 4,261 | $2.9M |
| Key Financial Inc | 0.53% | Add +9.2% | 4,244 | $2.9M |
| Atlatl Advisers LLC | 1.13% | Add +74.8% | 4,251 | $2.8M |
| Efficient Advisors, LLC | 0.16% | Reduce -12.4% | 4,188 | $2.8M |
| PCG Wealth Advisors, LLC | 0.81% | Add +2.9% | 4,179 | $2.8M |
| Kintra Wealth, LLC | 1.57% | Add +8.6% | 4,174 | $2.8M |
| Warren Street Wealth Advisors, LLC | 0.84% | Add +2.2% | 4,169 | $2.8M |
| First Western Trust Bank | 0.13% | Reduce -22.4% | 4,153 | $2.8M |
| Hobart Private Capital, LLC | 0.58% | Reduce -0.0% | 4,145 | $2.8M |
| Falcon Wealth Planning | 0.25% | Add +0.4% | 4,141 | $2.8M |
| Pennington Partners & Co., LLC | 1.31% | Add +3.5% | 4,132 | $2.8M |
| Sanders Morris Harris LLC | 0.37% | Add +461.8% | 4,129 | $2.8M |
| Allegheny Financial Group | 0.52% | Add +6.0% | 4,128 | $2.8M |
| Running Point Capital Advisors, LLC | 0.74% | Add +22.8% | 4,111 | $2.8M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +27.4% | 4,107 | $2.7M |
| Ironsides Asset Advisors, LLC | 0.71% | No change | 4,100 | $2.7M |
| Operose Advisors LLC | 0.68% | Add +2.2% | 4,091 | $2.7M |
| Magnolia Capital Advisors LLC | 0.71% | Reduce -2.5% | 4,082 | $2.7M |
| FF Advisors,LLC | 1.30% | Reduce -2.8% | 4,076 | $2.7M |
| Wealthcare Capital Management LLC | 0.28% | Reduce -1.6% | 4,075 | $2.7M |
| NTV Asset Management LLC | 0.30% | Reduce -1.5% | 4,067 | $2.7M |
| Carrera Capital Advisors | 0.49% | Reduce -18.8% | 4,066 | $2.7M |
| Cohen Capital Management, Inc. | 0.42% | Reduce -0.9% | 4,056 | $2.7M |
| Van Strum & Towne Inc. | 0.80% | Reduce -3.5% | 4,050 | $2.7M |
| Forefront Analytics, LLC | 2.61% | Reduce -8.4% | 4,046 | $2.7M |
| CGN Advisors LLC | 0.22% | Add +0.1% | 4,025 | $2.7M |
| Garden State Investment Advisory Services LLC | 0.68% | Reduce -0.5% | 4,023 | $2.7M |
| Opus Capital Group, LLC | 0.30% | Reduce -1.1% | 4,018 | $2.7M |
| Hutchens & Kramer Investment Management Group, LLC | 1.06% | Reduce -3.1% | 4,009 | $2.7M |
| tru Independence LLC | 0.70% | Add +16.9% | 4,003 | $2.7M |
| Impact Capital Partners LLC | 0.80% | Add +3.0% | 3,982 | $2.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.30% | Add +0.0% | 3,972 | $2.7M |
| Beck Capital Management, LLC | 0.61% | Add +11.1% | 3,968 | $2.7M |
| Trust Co of Tennessee | 0.56% | Reduce -1.6% | 3,966 | $2.7M |
| Townsquare Capital LLC | 0.40% | Reduce -35.9% | 3,955 | $2.6M |
| Builder Investment Group Inc. | 0.59% | No change | 3,934 | $2.6M |
| SOA Wealth Advisors, LLC. | 0.43% | Reduce -1.4% | 3,928 | $2.6M |
| SG Americas Securities, LLC | 0.01% | Reduce -99.5% | 3,922 | $2.6M |
| Francis Financial, Inc. | 0.47% | Reduce -1.2% | 3,899 | $2.6M |
| W.H. Cornerstone Investments Inc. | 1.59% | Add +0.3% | 3,896 | $2.6M |
| Obermeyer Wealth Partners | 0.12% | Reduce -10.7% | 3,880 | $2.6M |
| Roman Butler Fullerton & Co. | 0.70% | Add +1.4% | 3,743 | $2.6M |
| LGT Financial Advisors LLC | 5.57% | Add +4.4% | 3,861 | $2.6M |
| Seven Post Investment Office LP | 0.93% | No change | 3,860 | $2.6M |
| UNIVEST FINANCIAL Corp | 0.14% | Reduce -37.8% | 3,849 | $2.6M |
| Centennial Bank | 1.01% | Add +0.1% | 3,839 | $2.6M |
| Aspire Capital Advisors LLC | 0.63% | Reduce -0.5% | 3,839 | $2.6M |
| Truvestments Capital LLC | 0.46% | Reduce -0.3% | 3,837 | $2.6M |
| Team Hewins, LLC | 0.87% | Add +208.2% | 3,834 | $2.6M |
| Resources Management Corp. /CT/ | 0.33% | Reduce -1.0% | 3,833 | $2.6M |
| Barnes Dennig Private Wealth Management LLC | 2.76% | Add +15.6% | 3,832 | $2.6M |
| Curbstone Financial Management Corp | 0.49% | Add +0.5% | 3,832 | $2.6M |
| Magnolia Private Wealth, LLC | 1.88% | Reduce -16.0% | 3,830 | $2.6M |
| Envision Financial LLC | 1.47% | Reduce -0.1% | 3,830 | $2.6M |
| Tompkins Financial Corp. | 0.21% | Add +1.4% | 3,818 | $2.6M |
| Client 1ST Advisory Group, LLC | 0.85% | No change | 3,818 | $2.6M |
| Financial Consulate, Inc. | 0.36% | Reduce -1.3% | 3,815 | $2.6M |
| Cobblestone Capital Advisors LLC | 0.12% | Reduce -7.2% | 3,813 | $2.6M |
| Fullcircle Wealth LLC | 0.90% | Add +10.4% | 3,753 | $2.5M |
| Baker Tilly Wealth Management, LLC | 0.57% | Reduce -1.5% | 3,801 | $2.5M |
| Richmond Investment Services, LLC | 0.47% | Add +7.4% | 3,740 | $2.5M |
| Resurgent Financial Advisors LLC | 1.23% | Reduce -8.5% | 3,732 | $2.5M |
| Weatherly Asset Management L. P. | 0.21% | Add +0.8% | 3,732 | $2.5M |
| Fiduciary Advisors, Inc. | 2.02% | Add +4.6% | 3,730 | $2.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.21% | Add +33.7% | 3,727 | $2.5M |
| Briaud Financial Planning Inc | 0.81% | Add +2.5% | 3,719 | $2.5M |
| Moneco Advisors, LLC | 0.21% | Add +0.1% | 3,715 | $2.5M |
| Arq Wealth Advisors, LLC | 0.74% | Add +11.4% | 3,712 | $2.5M |
| Maripau Wealth Management LLC | 1.25% | Reduce -18.1% | 3,706 | $2.5M |
| Sunflower Bank, N.A. | 0.60% | No change | 3,699 | $2.5M |
| Lion Street Advisors, LLC | 0.85% | Reduce -17.8% | 5,347 | $2.5M |
| Naviter Wealth, LLC | 0.29% | No change | 3,675 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.89% | Reduce -2.5% | 3,666 | $2.5M |
| Schrum Private Wealth Management LLC | 1.79% | Add +0.6% | 3,648 | $2.4M |
| Creative Financial Designs Inc. | 0.16% | Reduce -13.5% | 3,647 | $2.4M |
| StoneCrest Wealth Management, Inc. | 1.07% | Reduce -3.6% | 3,636 | $2.4M |
| Alpha Cubed Investments, LLC | 0.08% | Add +2.2% | 3,630 | $2.4M |
| Aspen Capital Management, LLC | 0.62% | No change | 3,625 | $2.4M |
| Westfuller Advisors, LLC | 1.10% | Add +47.5% | 3,624 | $2.4M |
| Strategic Equity Management | 0.90% | Add +2.0% | 3,623 | $2.4M |
| Versant Capital Management, Inc | 0.33% | Reduce -2.3% | 3,622 | $2.4M |
| Disciplined Investments, LLC | 0.96% | Reduce -0.1% | 3,614 | $2.4M |
| Oxinas Partners, LLC | 1.29% | Reduce -6.7% | 3,611 | $2.4M |
| First PREMIER Bank | 0.55% | Reduce -1.7% | 3,606 | $2.4M |
| Wedgewood Investors Inc. | 2.64% | Reduce -1.0% | 3,603 | $2.4M |
| Goldstein Advisors, LLC | 0.29% | Add +5.8% | 3,601 | $2.4M |
| Moneywise, Inc. | 1.09% | Reduce -2.6% | 3,599 | $2.4M |
| Trinity Wealth Management, LLC | 0.90% | No change | 3,599 | $2.4M |
| Topel & Distasi Wealth Management, LLC | 1.18% | Reduce -26.8% | 3,579 | $2.4M |
| SeaCrest Wealth Management, LLC | 0.25% | Add +0.6% | 3,540 | $2.4M |
| Essex LLC | 0.43% | Reduce -1.1% | 3,567 | $2.4M |
| WJ Wealth Management, LLC | 1.05% | Reduce -49.5% | 3,483 | $2.4M |
| Trust Co. of Toledo NA | 0.24% | Add +8.8% | 3,565 | $2.4M |
| Tobias Financial Advisors, Inc. | 0.36% | Reduce -20.1% | 3,563 | $2.4M |
| Heritage Financial Services, LLC | 0.21% | Add +0.0% | 3,563 | $2.4M |
| Weik Capital Management | 0.89% | Reduce -4.6% | 3,545 | $2.4M |
| Cannon Financial Strategists, Inc. | 0.34% | Add +9.9% | 3,537 | $2.4M |
| 1ST Source Bank | 0.12% | Reduce -5.0% | 3,535 | $2.4M |
| Ameriflex Group, Inc. | 0.89% | Reduce -38.7% | 3,533 | $2.4M |
| Bank Ozk | 0.84% | Add +3.4% | 3,532 | $2.4M |
| Sentinel Pension Advisors, LLC | 0.38% | Add +0.0% | 3,526 | $2.4M |
| Indiana Trust & Investment Management Co | 0.72% | No change | 3,524 | $2.4M |
| Peak Financial Management, Inc. | 0.62% | Reduce -6.2% | 3,522 | $2.4M |
| Collective Family Office LLC | 0.56% | No change | 3,509 | $2.3M |
| McGlone Suttner Wealth Management, Inc. | 0.33% | Add +1.3% | 3,498 | $2.3M |
| Maple Capital Management, Inc. | 0.15% | Add +0.3% | 3,494 | $2.3M |
| Pacifica Partners Inc. | 0.83% | Add +2.8% | 3,469 | $2.3M |
| Live Oak Private Wealth LLC | 0.32% | Reduce -0.1% | 3,477 | $2.3M |
| Aviance Capital Partners, LLC | 0.28% | Add +7.3% | 3,462 | $2.3M |
| Pineridge Advisors LLC | 0.66% | Reduce -22.7% | 3,457 | $2.3M |
| Riversedge Advisors, LLC | 0.39% | Reduce -1.0% | 3,451 | $2.3M |
| Denver PWM, LLC | 0.72% | No change | 3,719 | $2.3M |
| St Germain D J Co. Inc. | 0.09% | Add +24.8% | 3,447 | $2.3M |
| Granite FO LLC | 1.24% | No change | 3,413 | $2.3M |
| Tradition Wealth Management, LLC | 0.17% | Add +2.5% | 3,410 | $2.3M |
| Tennessee Valley Asset Management Partners | 0.31% | New | 3,395 | $2.3M |
| Cadence Bank | 0.14% | Reduce -13.4% | 3,395 | $2.3M |
| Werba Rubin Papier Wealth Management | 0.37% | Reduce -0.9% | 3,385 | $2.3M |
| MJP Associates Inc. | 0.30% | Add +9.7% | 3,380 | $2.3M |
| Atlantic Private Wealth, LLC | 1.46% | Add +16.5% | 3,379 | $2.3M |
| Narus Financial Partners, LLC | 0.62% | Add +8.0% | 3,376 | $2.3M |
| Sonora Investment Management Group, LLC | 0.16% | Reduce -11.7% | 3,375 | $2.3M |
| Old Second National Bank of Aurora | 0.47% | No change | 3,374 | $2.3M |
| HHM Wealth Advisors, LLC | 0.26% | Reduce -6.4% | 3,367 | $2.3M |
| Burling Wealth Partners, LLC | 0.37% | Add +1.8% | 3,359 | $2.2M |
| Counterweight Ventures, LLC | 1.31% | Reduce -21.6% | 3,358 | $2.2M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Add +1.7% | 3,325 | $2.2M |
| Mattson Financial Services, LLC | 0.53% | Add +51.4% | 3,339 | $2.2M |
| Howland Capital Management LLC | 0.09% | Reduce -2.9% | 3,338 | $2.2M |
| Farmers Trust Co. | 0.38% | Reduce -2.6% | 3,336 | $2.2M |
| Grandfield & Dodd, LLC | 0.13% | Reduce -3.3% | 3,334 | $2.2M |
| Regent Peak Wealth Advisors LLC | 0.45% | — | 3,333 | $2.2M |
| Financial Symmetry Inc | 1.00% | Reduce -0.1% | 3,325 | $2.2M |
| Cape Investment Advisory, Inc. | 2.19% | Add +18.4% | 3,325 | $2.2M |
| Relyea Zuckerberg Hanson LLC | 0.23% | Reduce -2.4% | 3,325 | $2.2M |
| Signature Wealth Management Partners, LLC | 1.16% | Add +0.4% | 3,323 | $2.2M |
| James Investment Research, Inc. | 0.24% | Reduce -1.1% | 3,322 | $2.2M |
| DBK Financial Counsel, LLC | 1.87% | Reduce -3.3% | 3,319 | $2.2M |
| Griffin Asset Management, Inc. | 0.25% | Reduce -0.3% | 3,313 | $2.2M |
| Octavia Wealth Advisors, LLC | 0.22% | Add +90.7% | 3,313 | $2.2M |
| North Star Asset Management Inc. | 0.09% | Reduce -5.2% | 3,312 | $2.2M |
| Continental Investors Services, Inc. | 3.28% | Reduce -14.2% | 3,312 | $2.2M |
| Berger Financial Group, Inc | 0.13% | Add +16.5% | 3,302 | $2.2M |
| Capital Advisors Inc. | 0.04% | Add +5.5% | 3,295 | $2.2M |
| 21 West Wealth Management LLC | 2.09% | No change | 3,294 | $2.2M |
| YANKCOM Partnership | 0.99% | No change | 3,294 | $2.2M |
| Rockbridge Investment Management, LCC | 0.22% | Reduce -1.6% | 3,284 | $2.2M |
| FSC Wealth Advisors, LLC | 1.27% | Add +0.4% | 3,280 | $2.2M |
| Matrix Asset Advisors Inc. | 0.20% | Add +1.2% | 3,277 | $2.2M |
| Integras Partners LLC | 1.77% | Add +50.5% | 3,277 | $2.2M |
| Searle & Co. | 0.58% | No change | 3,274 | $2.2M |
| Values Added Financial LLC | 0.97% | Reduce -0.5% | 3,272 | $2.2M |
| Scott Capital Advisors, LLC | 0.49% | Add +0.3% | 3,229 | $2.2M |
| Brandywine Trust Co. | 0.33% | No change | 3,255 | $2.2M |
| Clarity Wealth Advisors, LLC | 0.48% | Reduce -0.3% | 3,245 | $2.2M |
| Castle Wealth Management LLC | 0.73% | Reduce -6.0% | 3,243 | $2.2M |
| Kornitzer Capital Management Inc. | 0.04% | Add +5.0% | 3,239 | $2.2M |
| Cerro Pacific Wealth Advisors LLC | 0.59% | Reduce -17.9% | 3,236 | $2.2M |
| Valley National Advisers Inc. | 0.33% | Reduce -5.8% | 3,227 | $2.2M |
| Bragg Financial Advisors, Inc | 0.07% | Reduce -4.0% | 3,218 | $2.2M |
| TCV Trust & Wealth Management, Inc. | 0.18% | Add +8.8% | 3,218 | $2.2M |
| Zullo Investment Group, Inc. | 0.79% | Reduce -0.3% | 3,211 | $2.1M |
| Willow Creek Wealth Management Inc. | 0.18% | Add +5.2% | 3,208 | $2.1M |
| Boston Trust Walden Corp | 0.02% | Add +29.3% | 3,207 | $2.1M |
| Iowa State Bank | 0.41% | Reduce -1.0% | 3,201 | $2.1M |
| Brooklyn Investment Group | 0.29% | Reduce -0.9% | 3,466 | $2.1M |
| F&V Capital Management, LLC | 0.48% | No change | 3,194 | $2.1M |
| Realta Investment Advisors | 0.71% | Reduce -0.9% | 3,192 | $2.1M |
| First Merchants Corp. | 0.08% | Reduce -3.1% | 3,187 | $2.1M |
| J Hagan Capital, Inc. | 1.29% | Reduce -9.3% | 3,183 | $2.1M |
| Strategic Investment Solutions, Inc. | 0.56% | Reduce -1.6% | 3,169 | $2.1M |
| Toth Financial Advisory Corp. | 0.23% | Add +22.8% | 3,162 | $2.1M |
| Lazard Freres Gestion S.A.S. | 0.04% | No change | 3,150 | $2.1M |
| Kagan Cocozza Asset Management | 1.59% | Reduce -34.0% | 3,135 | $2.1M |
| PSI Advisors, LLC | 0.54% | Reduce -0.5% | 3,134 | $2.1M |
| Forbes J M & Co. LLP | 0.17% | No change | 3,125 | $2.1M |
| Formidable Asset Management, LLC | 0.33% | Add +1.4% | 3,358 | $2.1M |
| Burton Enright Welch | 0.31% | No change | 3,114 | $2.1M |
| SlateStone Wealth, LLC | 0.18% | No change | 3,114 | $2.1M |
| Huntleigh Advisors, Inc. | 0.36% | Reduce -0.3% | 3,111 | $2.1M |
| Fortress Financial Group, LLC | 1.59% | Reduce -3.1% | 3,107 | $2.1M |
| Ellevest, Inc. | 0.30% | Add +26.9% | 3,103 | $2.1M |
| Raffa Wealth Management, LLC | 0.37% | Add +0.3% | 3,098 | $2.1M |
| Fingerlakes Wealth Management, Inc. | 1.35% | Add +0.3% | 3,093 | $2.1M |
| Archer Investment Corp | 0.47% | Reduce -5.3% | 3,092 | $2.1M |
| STAR Financial Bank | 1.22% | Add +1.5% | 3,086 | $2.1M |
| Smith Salley Wealth Management | 0.11% | Add +2.3% | 3,085 | $2.1M |
| Johnson & White Wealth Management, LLC | 0.94% | Reduce -0.2% | 3,079 | $2.1M |
| JFG Wealth Management, LLC | 0.40% | No change | 3,076 | $2.1M |
| Patron Partners, LLC | 0.93% | Add +0.1% | 3,076 | $2.1M |
| Rodgers & Associates, LTD | 0.21% | Reduce -1.8% | 3,073 | $2.1M |
| KERR FINANCIAL PLANNING Corp | 2.90% | — | 3,041 | $2.1M |
| Keb Asset Management, LLC | 0.46% | Reduce -0.1% | 3,059 | $2.0M |
| Aspire Private Capital, LLC | 0.45% | Add +7.9% | 3,058 | $2.0M |
| Arbor Wealth Advisors LLC | 1.53% | Add +0.3% | 3,058 | $2.0M |
| Headinvest, LLC | 0.42% | Reduce -1.0% | 3,044 | $2.0M |
| FreeGulliver LLC | 0.91% | Reduce -4.6% | 3,024 | $2.0M |
| SFE Investment Counsel | 0.32% | Reduce -2.4% | 3,004 | $2.0M |
| CNB Bank | 0.84% | Reduce -0.5% | 2,998 | $2.0M |
| Bolthouse Investments, LLC | 1.82% | Reduce -0.2% | 2,992 | $2.0M |
| Clarius Group, LLC | 0.12% | Reduce -25.3% | 2,978 | $2.0M |
| MKT Advisors LLC | 0.74% | No change | 2,960 | $2.0M |
| Capital Square, LLC | 1.01% | Add +1.2% | 2,965 | $2.0M |
| ZEGA Investments, LLC | 0.45% | Reduce -2.1% | 2,961 | $2.0M |
| Goodwin Investment Advisory | 2.12% | Reduce -32.6% | 2,958 | $2.0M |
| Corundum Trust Company, INC | 4.29% | No change | 2,957 | $2.0M |
| GEM Asset Management, LLC | 0.94% | No change | 2,943 | $2.0M |
| Ridgeline Wealth Planning, LLC | 1.48% | Add +1.0% | 2,946 | $2.0M |
| Lee Danner & Bass Inc. | 0.14% | Add +27.6% | 2,944 | $2.0M |
| Bath Savings Trust Co | 0.19% | Add +0.1% | 2,942 | $2.0M |
| Epiq Partners, LLC | 0.96% | Add +6.4% | 2,936 | $2.0M |
| Vigilare Wealth Management | 0.68% | Reduce -1.7% | 2,932 | $2.0M |
| Whipplewood Advisors, LLC | 1.29% | Reduce -11.8% | 2,929 | $2.0M |
| Philadelphia Trust Co. | 0.14% | No change | 2,923 | $2.0M |
| Benin Management CORP | 0.46% | Add +1.0% | 2,920 | $2.0M |
| Ehrlich Financial Group | 1.16% | Reduce -5.3% | 2,915 | $2.0M |
| J2 Capital Management Inc | 1.46% | Reduce -19.5% | 2,909 | $1.9M |
| Monetary Management Group Inc. | 0.45% | No change | 2,900 | $1.9M |
| Advance Capital Management, Inc. | 0.08% | Reduce -1.8% | 2,900 | $1.9M |
| First National Bank & Trust Co. of Newtown | 0.37% | Add +15.3% | 2,898 | $1.9M |
| Westchester Capital Management, Inc. | 0.42% | New | 2,896 | $1.9M |
| Greenwich Wealth Management LLC | 0.10% | Reduce -11.2% | 2,895 | $1.9M |
| Advisory Alpha, LLC | 0.05% | Add +1.2% | 2,877 | $1.9M |
| Parthenon LLC | 0.21% | Reduce -1.7% | 2,887 | $1.9M |
| Lazari Capital Management, Inc. | 0.66% | Reduce -13.1% | 2,887 | $1.9M |
| McRae Capital Management Inc. | 0.38% | Add +3.4% | 2,879 | $1.9M |
| Greenline Partners, LLC | 0.23% | New | 2,877 | $1.9M |
| Osborne Partners Capital Management, LLC | 0.10% | Reduce -0.9% | 2,872 | $1.9M |
| Moss Adams Wealth Advisors LLC | 0.15% | Add +2.6% | 2,854 | $1.9M |
| Beacon Capital Management, LLC | 0.27% | Reduce -8.8% | 2,841 | $1.9M |
| Plancorp, LLC | 0.06% | Reduce -38.6% | 2,838 | $1.9M |
| Aerodigm Wealth, LLC | 0.80% | No change | 2,824 | $1.9M |
| Brandywine Oak Private Wealth LLC | 0.16% | Add +0.1% | 2,834 | $1.9M |
| F/m Investments LLC | 0.07% | Reduce -22.6% | 2,821 | $1.9M |
| Rebalance, LLC | 0.11% | Add +0.3% | 2,811 | $1.9M |
| Inspirion Wealth Advisors, LLC | 0.26% | Add +28.8% | 3,252 | $1.9M |
| VestGen Investment Management | 1.12% | Add +12.2% | 2,796 | $1.9M |
| Juncture Wealth Strategies, LLC | 0.63% | Add +2.8% | 2,789 | $1.9M |
| Brown Miller Wealth Management, LLC | 0.53% | Reduce -0.8% | 2,786 | $1.9M |
| First Community Trust NA | 1.44% | No change | 2,785 | $1.9M |
| Capital Advisors, Ltd. LLC | 0.21% | Reduce -1.7% | 2,778 | $1.9M |
| Strategic Financial Concepts, LLC | 0.27% | Reduce -31.3% | 2,790 | $1.9M |
| Northwest Capital Management Inc | 1.95% | Reduce -31.8% | 2,775 | $1.9M |
| MMBG Investment Advisors Co. | 0.16% | Reduce -5.1% | 2,774 | $1.9M |
| Financial Advisors, LLC | 0.33% | No change | 2,771 | $1.9M |
| Destiny Wealth Partners, LLC | 0.23% | Add +22.4% | 2,763 | $1.8M |
| Voisard Asset Management Group, Inc. | 0.43% | Reduce -1.9% | 2,760 | $1.8M |
| Austin Asset Management Co Inc | 0.35% | No change | 2,759 | $1.8M |
| Lakewood Asset Management LLC | 1.11% | Add +1.7% | 2,744 | $1.8M |
| Islay Capital Management, LLC | 1.06% | Add +0.3% | 2,741 | $1.8M |
| Evelyn Partners Asset Management Ltd | 0.41% | Add +290.7% | 2,739 | $1.8M |
| LM Advisors LLC | 0.27% | No change | 2,736 | $1.8M |
| Founders Grove Wealth Partners, LLC | 0.43% | Reduce -0.1% | 2,732 | $1.8M |
| Sandhill Capital Partners LLC | 0.13% | Add +1.6% | 2,726 | $1.8M |
| Panagora Asset Management Inc. | 0.01% | New | 2,724 | $1.8M |
| Redwood Investment Management, LLC | 0.20% | Add +6.9% | 2,717 | $1.8M |
| Kings Path Partners LLC | 0.67% | No change | 2,716 | $1.8M |
| 17 Capital Partners, LLC | 0.99% | Reduce -0.2% | 2,713 | $1.8M |
| Navis Wealth Advisors, LLC | 1.36% | Reduce -0.9% | 2,713 | $1.8M |
| Performance Wealth Partners, LLC | 0.05% | Reduce -4.3% | 2,712 | $1.8M |
| Bogart Wealth, LLC | 0.07% | Add +7.4% | 2,711 | $1.8M |
| OneAscent Financial Services LLC | 0.12% | Reduce -4.5% | 2,706 | $1.8M |
| Hummer Financial Advisory Services Inc | 1.32% | No change | 2,704 | $1.8M |
| Almanack Investment Partners, LLC. | 0.28% | Reduce -9.8% | 2,702 | $1.8M |
| Axiom Investors LLC | 0.01% | Add +8.0% | 2,700 | $1.8M |
| Geometric Wealth Advisors | 0.24% | Add +8.8% | 2,692 | $1.8M |
| Roble, Belko & Company, Inc | 0.24% | Reduce -3.8% | 2,686 | $1.8M |
| Lockerman Financial Group, Inc. | 2.26% | Add +4.1% | 2,683 | $1.8M |
| Theory Financial LLC | 0.63% | Reduce -13.8% | 2,656 | $1.8M |
| Israel Discount Bank of New York | 5.29% | Add +2.5% | 2,671 | $1.8M |
| PBMares Wealth Management LLC | 0.29% | Add +29.8% | 2,669 | $1.8M |
| Saxon Interests, Inc. | 0.70% | Add +0.6% | 2,755 | $1.8M |
| Accurate Wealth Management, LLC | 0.24% | Reduce -4.4% | 2,677 | $1.8M |
| Fortitude Advisory Group L.L.C. | 0.96% | Reduce -0.5% | 2,659 | $1.8M |
| Beese Fulmer Investment Management, Inc. | 0.12% | Reduce -0.1% | 2,654 | $1.8M |
| Evolution Wealth Management Inc. | 1.82% | Reduce -11.9% | 2,653 | $1.8M |
| Sterling Capital Management LLC | 0.03% | Add +12.7% | 2,652 | $1.8M |
| Factor Wealth Management LTD | 0.44% | Add +0.5% | 2,650 | $1.8M |
| Morton Capital Management LLC | 0.29% | Reduce -0.5% | 2,647 | $1.8M |
| SMART Wealth LLC | 0.67% | Add +34.7% | 2,646 | $1.8M |
| Parcion Private Wealth LLC | 0.11% | Reduce -99.7% | 2,645 | $1.8M |
| KG Capital Management | 0.48% | Reduce -8.7% | 2,631 | $1.8M |
| LexAurum Advisors, LLC | 0.25% | Reduce -0.9% | 2,628 | $1.8M |
| Christensen, King & Associates Investment Services, Inc. | 0.76% | Reduce -0.3% | 2,626 | $1.8M |
| Intelligence Driven Advisers, LLC | 0.24% | Reduce -0.4% | 2,625 | $1.8M |
| Randolph Co Inc | 0.17% | Reduce -19.9% | 2,624 | $1.8M |
| Institute for Wealth Management, LLC. | 0.18% | Add +0.5% | 2,623 | $1.8M |
| Altiora Financial Group, LLC | 0.32% | Reduce -3.2% | 2,622 | $1.8M |
| Family Wealth Partners, LLC | 0.66% | Add +0.2% | 2,622 | $1.8M |
| Excalibur Management Corp. | 0.64% | No change | 2,621 | $1.8M |
| Second Line Capital, LLC | 0.36% | Reduce -2.1% | 2,619 | $1.8M |
| Samalin Investment Counsel, LLC | 0.61% | Add +0.0% | 2,614 | $1.7M |
| Faithward Advisors, LLC | 0.26% | Reduce -3.9% | 2,611 | $1.7M |
| Allie Family Office LLC | 0.83% | Reduce -36.5% | 2,604 | $1.7M |
| Plan A Wealth LLC | 0.88% | Add +8.3% | 2,598 | $1.7M |
| Kelman-Lazarov, Inc. | 0.26% | Add +0.4% | 2,595 | $1.7M |
| Round Rock Advisors LLC | 0.27% | Add +1.8% | 2,598 | $1.7M |
| Summit Wealth Group, LLC | 0.42% | Reduce -3.4% | 2,591 | $1.7M |
| Bay Capital Advisors, LLC | 1.12% | Add +1.1% | 2,576 | $1.7M |
| Calton & Associates, Inc. | 0.26% | Add +0.1% | 2,568 | $1.7M |
| Cura Wealth Advisors, LLC | 0.66% | No change | 2,568 | $1.7M |
| DDD Partners, LLC | 0.11% | No change | 2,565 | $1.7M |
| Wealth Advisory Solutions, LLC | 0.42% | Add +2.0% | 2,564 | $1.7M |
| Cannon Advisors, Inc. | 1.15% | Add +681.9% | 2,541 | $1.7M |
| LongView Wealth Management | 0.46% | Add +23.4% | 2,562 | $1.7M |
| MBA Advisors LLC | 0.73% | Add +0.3% | 2,559 | $1.7M |
| Quent Capital, LLC | 0.14% | No change | 2,559 | $1.7M |
| Trinity Financial Advisors LLC | 0.49% | Add +0.2% | 2,559 | $1.7M |
| Outbound Financial Inc | 1.40% | Reduce -0.7% | 2,558 | $1.7M |
| Camden National Bank | 0.24% | Add +6.7% | 2,542 | $1.7M |
| Waterfront Wealth Inc. | 0.35% | Add +6.7% | 2,537 | $1.7M |
| Haverford Financial Services, Inc. | 0.48% | Add +5.0% | 2,540 | $1.7M |
| LTG Capital LLC | 1.34% | Add +1.2% | 2,536 | $1.7M |
| Capital Investment Counsel, LLC | 0.25% | Reduce -2.8% | 2,532 | $1.7M |
| Tradewinds, LLC. | 0.41% | Reduce -11.4% | 2,518 | $1.7M |
| Mayport, LLC | 0.36% | Reduce -0.2% | 2,516 | $1.7M |
| Intrust Bank NA | 0.14% | Reduce -29.2% | 2,498 | $1.7M |
| Sheridan Capital Management, LLC | 0.88% | Add +2.0% | 2,497 | $1.7M |
| Howard Bailey Securities, LLC | 0.47% | Reduce -2.0% | 2,493 | $1.7M |
| Talisman Wealth Advisors LLC | 1.38% | Add +3.3% | 2,485 | $1.7M |
| Frisch Financial Group, Inc. | 0.39% | Add +0.0% | 2,482 | $1.7M |
| Range Financial Group LLC | 0.60% | Add +0.1% | 2,479 | $1.7M |
| Code Waechter LLC | 1.08% | Reduce -0.2% | 2,479 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 2,464 | $1.6M |
| Acorn Financial Advisory Services Inc. | 0.25% | Add +3.4% | 2,454 | $1.6M |
| Sierra Ocean, LLC | 1.38% | Reduce -5.6% | 2,450 | $1.6M |
| Everett Harris & Co. | 0.02% | Reduce -4.5% | 2,447 | $1.6M |
| Sageworth Trust Co of South Dakota | 1.54% | No change | 2,442 | $1.6M |
| Smithbridge Asset Management Inc. | 0.24% | Reduce -1.7% | 2,437 | $1.6M |
| Next Level Wealth Planning, LLC | 0.92% | Add +3.3% | 2,437 | $1.6M |
| Banque Cantonale Vaudoise | 0.06% | Reduce -3.4% | 2,433 | $1.6M |
| Tanglewood Legacy Advisors, LLC | 0.63% | Add +0.4% | 2,430 | $1.6M |
| Watts Gwilliam & Co., LLC | 0.26% | Add +0.0% | 2,427 | $1.6M |
| Carl P. Sherr & Co., LLC | 0.77% | Reduce -1.3% | 2,415 | $1.6M |
| Burney Co./ | 0.05% | Reduce -2.4% | 2,414 | $1.6M |
| Investment Counsel Co. of Nevada | 3.29% | Add +13.6% | 2,414 | $1.6M |
| Wallace Advisory Group, LLC | 1.29% | Reduce -47.4% | 2,590 | $1.6M |
| Seneca Financial Advisors LLC | 0.52% | Add +0.1% | 2,396 | $1.6M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.34% | Add +3.7% | 2,396 | $1.6M |
| Prosperity Wealth Management, Inc. | 0.54% | Add +20.7% | 2,393 | $1.6M |
| Family Office Research LLC | 0.70% | Add +0.9% | 2,392 | $1.6M |
| Clientfirst Wealth Management, LLC | 1.28% | No change | 2,391 | $1.6M |
| Vista Capital Partners, Inc. | 0.16% | Reduce -3.0% | 2,390 | $1.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -28.6% | 2,386 | $1.6M |
| Oak Harvest Investment Services | 0.19% | Add +0.6% | 2,385 | $1.6M |
| Brown Financial Advisory | 0.83% | Reduce -0.7% | 2,375 | $1.6M |
| McGuire Investment Group, LLC | 0.18% | Add +0.1% | 2,373 | $1.6M |
| NCM Capital Management, LLC | 0.61% | Reduce -17.4% | 2,363 | $1.6M |
| Investment Planning Advisors, Inc. | 0.50% | Add +140.8% | 2,360 | $1.6M |
| Guardian Asset Advisors, LLC | 0.85% | Reduce -1.2% | 2,354 | $1.6M |
| Sterling Wealth Management, Inc. | 0.48% | Reduce -6.6% | 2,351 | $1.6M |
| Mullaney, Keating & Wright, Inc. | 0.87% | Add +0.8% | 2,350 | $1.6M |
| Fiduciary Alliance LLC | 0.11% | Add +2.6% | 2,349 | $1.6M |
| Impact Partnership Wealth, LLC | 0.23% | Reduce -7.7% | 2,347 | $1.6M |
| Cora Capital Advisors LLC | 0.67% | Reduce -3.8% | 2,341 | $1.6M |
| Copia Wealth Management | 1.16% | Reduce -0.6% | 2,340 | $1.6M |
| E&G Advisors, LLC | 0.36% | Add +4.0% | 2,338 | $1.6M |
| Accel Wealth Management | 0.45% | Reduce -1.8% | 2,328 | $1.6M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.49% | Add +0.1% | 2,328 | $1.6M |
| SkyOak Wealth, LLC | 0.29% | No change | 2,324 | $1.6M |
| J. Safra Sarasin Holding AG | 0.03% | Add +3.4% | 2,322 | $1.5M |
| Cabot Wealth Management Inc. | 0.17% | Reduce -0.6% | 2,313 | $1.5M |
| Athena Investment Management | 0.81% | Reduce -0.9% | 2,310 | $1.5M |
| Bank of Marin | 1.09% | No change | 2,302 | $1.5M |
| Avantra Family Wealth, Inc. | 1.15% | New | 2,301 | $1.5M |
| Hickory Point Bank & Trust | 1.15% | No change | 2,299 | $1.5M |
| HFG Advisors, Inc. | 1.13% | Add +1.3% | 2,298 | $1.5M |
| Corrado Advisors, LLC | 0.82% | Add +0.3% | 2,293 | $1.5M |
| Spartan Planning & Wealth Management | 1.20% | Reduce -7.8% | 2,293 | $1.5M |
| Uptown Financial Advisors LLC | 1.35% | No change | 2,292 | $1.5M |
| Violich Capital Management, Inc. | 0.18% | Add +6.4% | 2,290 | $1.5M |
| Leigh Baldwin & Co., LLC | 0.86% | Add +12.3% | 2,289 | $1.5M |
| Arthur M. Cohen & Associates, LLC | 0.26% | Add +0.2% | 2,287 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.11% | Add +8.1% | 2,286 | $1.5M |
| Tiemann Investment Advisors, LLC | 0.58% | Add +4.2% | 2,276 | $1.5M |
| Highline Wealth Partners LLC | 0.41% | Reduce -2.2% | 2,274 | $1.5M |
| Capital Asset Advisory Services LLC | 0.07% | Reduce -5.5% | 2,268 | $1.5M |
| RoundAngle Advisors LLC | 1.18% | Reduce -3.5% | 2,268 | $1.5M |
| Canopy Partners, LLC | 0.50% | No change | 2,253 | $1.5M |
| Washington Trust Advisors, Inc. | 0.11% | Add +1.6% | 2,251 | $1.5M |
| Spinnaker Trust | 0.08% | Add +3.7% | 2,251 | $1.5M |
| Traub Capital Management LLC | 1.49% | Reduce -0.8% | 2,247 | $1.5M |
| Reinhart Partners, Llc. | 0.05% | No change | 2,245 | $1.5M |
| Greenspring Advisors, LLC | 0.27% | — | 2,241 | $1.5M |
| Ervin Investment Management, LLC | 0.86% | Reduce -4.1% | 2,241 | $1.5M |
| True North Advisors, LLC | 0.24% | Add +14.8% | 2,238 | $1.5M |
| Legacy Wealth Managment, LLC | 0.68% | Add +22.1% | 2,229 | $1.5M |
| Peninsula Asset Management Inc. | 0.76% | Add +1.2% | 2,225 | $1.5M |
| BFI Infinity Ltd. | 0.99% | No change | 2,213 | $1.5M |
| Wills Financial Group LLC | 0.61% | Add +5.7% | 2,213 | $1.5M |
| Arbor Investment Advisors, LLC | 0.19% | Reduce -15.4% | 2,212 | $1.5M |
| Cozad Asset Management Inc. | 0.12% | Reduce -0.5% | 2,204 | $1.5M |
| WealthTrust Axiom LLC | 0.39% | Add +1.8% | 2,201 | $1.5M |
| Apella Capital, LLC | 0.03% | Add +3.4% | 2,196 | $1.5M |
| White Lighthouse Investment Management Inc. | 0.22% | Reduce -0.6% | 2,172 | $1.5M |
| Center for Financial Planning, Inc. | 0.16% | Reduce -0.8% | 2,171 | $1.5M |
| Southeast Asset Advisors, LLC | 0.16% | No change | 2,170 | $1.5M |
| Pitti Group Wealth Management, LLC | 1.23% | Reduce -7.7% | 2,163 | $1.4M |
| Frederick Financial Consultants, LLC | 0.81% | Reduce -1.0% | 2,157 | $1.4M |
| Marion Wealth Management | 0.34% | No change | 2,148 | $1.4M |
| LifeWealth Investments, LLC | 0.47% | Add +4.4% | 2,148 | $1.4M |
| Financial Advisors Network, Inc. | 0.20% | Reduce -1.0% | 2,147 | $1.4M |
| Root Financial Partners, LLC | 0.09% | Add +0.6% | 2,146 | $1.4M |
| MBL Wealth, LLC | 0.13% | Reduce -3.0% | 2,141 | $1.4M |
| Hunter Perkins Capital Management, LLC | 0.32% | No change | 2,140 | $1.4M |
| Means Investment Co., Inc. | 0.12% | Reduce -6.8% | 2,137 | $1.4M |
| River Street Advisors LLC | 0.55% | Add +16.5% | 2,132 | $1.4M |
| Legacy Financial Group, Inc. | 0.39% | Add +0.8% | 2,132 | $1.4M |
| D. Scott Neal, Inc. | 0.66% | No change | 2,129 | $1.4M |
| Crown Wealth Group, LLC | 0.43% | Add +0.8% | 2,124 | $1.4M |
| SLT Holdings LLC | 0.95% | Add +262.6% | 2,121 | $1.4M |
| Black Swift Group, LLC | 0.25% | Add +32.9% | 2,121 | $1.4M |
| Cannon Wealth Management Services, LLC | 1.07% | Reduce -0.4% | 2,119 | $1.4M |
| Wingate Wealth Advisors, Inc. | 0.98% | Add +23.6% | 2,114 | $1.4M |
| Intergy Private Wealth, LLC | 0.44% | Add +0.5% | 2,112 | $1.4M |
| Focused Wealth Management, Inc | 0.15% | Add +1.4% | 2,112 | $1.4M |
| S&T Bank | 0.40% | No change | 2,108 | $1.4M |
| Mendel Capital Management LLC | 0.74% | No change | 2,105 | $1.4M |
| Mechanics Bank Trust Department | 0.20% | No change | 2,105 | $1.4M |
| FMB Wealth Management | 0.60% | No change | 2,103 | $1.4M |
| Kathmere Capital Management, LLC | 0.10% | Add +98.0% | 2,101 | $1.4M |
| Yarbrough Capital, LLC | 0.04% | No change | 2,098 | $1.4M |
| Lantern Wealth Advisors, LLC | 0.73% | Add +1.0% | 2,083 | $1.4M |
| Planned Solutions, Inc. | 0.48% | Add +31.0% | 2,078 | $1.4M |
| Independent Investors Inc. | 0.27% | No change | 2,076 | $1.4M |
| Midwest Heritage Bank, FSB | 0.49% | No change | 2,076 | $1.4M |
| Altfest L J & Co. Inc. | 0.15% | Add +0.4% | 2,074 | $1.4M |
| Cardinal Point Capital Management ULC | 0.10% | Add +94.8% | 2,084 | $1.4M |
| Crew Capital Management, Ltd | 0.93% | Reduce -4.3% | 2,073 | $1.4M |
| ABLE Financial Group, LLC | 0.30% | Reduce -16.4% | 2,072 | $1.4M |
| Blue Capital, Inc. | 1.03% | Add +99.2% | 2,070 | $1.4M |
| Councilor Wealth, LLC | 0.64% | Reduce -0.7% | 2,069 | $1.4M |
| Vista Finance, LLC | 0.92% | Reduce -0.7% | 2,068 | $1.4M |
| McClarren Financial Advisors, Inc. | 0.84% | Add +25.0% | 2,681 | $1.4M |
| Marble Harbor Investment Counsel, LLC | 0.14% | Add +28.7% | 2,054 | $1.4M |
| Northwest Wealth Management, LLC | 0.23% | Add +27.4% | 2,054 | $1.4M |
| Sightline Wealth Advisors, LLC | 0.62% | Add +1.5% | 2,049 | $1.4M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.43% | Reduce -0.8% | 2,048 | $1.4M |
| Evelyn Partners Investment Management LLP | 0.04% | Add +14.6% | 2,043 | $1.4M |
| Virtue Capital Management, LLC | 0.22% | Add +272.2% | 13,020 | $1.4M |
| Avalon Trust Co | 0.09% | Reduce -2.3% | 2,038 | $1.4M |
| Birchcreek Wealth Management, LLC | 0.70% | Reduce -3.3% | 2,033 | $1.4M |
| Prentiss Smith & Co. Inc. | 0.77% | Reduce -17.8% | 2,033 | $1.4M |
| Accretive Wealth Partners, LLC | 0.41% | No change | 2,031 | $1.4M |
| Elite Financial, Inc. | 0.62% | Add +0.9% | 1,978 | $1.4M |
| Novus Advisors, LLC | 3.10% | Reduce -9.7% | 2,020 | $1.4M |
| Coastal Bridge Advisors, LLC | 0.10% | Reduce -8.2% | 2,016 | $1.3M |
| MADDEN SECURITIES Corp | 0.41% | Add +0.6% | 2,012 | $1.3M |
| Balboa Wealth Partners | 0.23% | Add +3.4% | 2,008 | $1.3M |
| Cortland Associates Inc. | 0.16% | Add +7.8% | 2,005 | $1.3M |
| Vista Investment Management | 0.47% | Reduce -0.2% | 2,004 | $1.3M |
| Gibbs Wealth Management | 0.30% | Reduce -33.2% | 2,002 | $1.3M |
| Colonial River Investments, LLC | 0.49% | Add +3.0% | 2,000 | $1.3M |
| Clarity Financial LLC | 0.13% | Add +173.8% | 1,999 | $1.3M |
| Pasadena Private Wealth, LLC | 0.19% | Add +80.2% | 1,998 | $1.3M |
| Tounjian Advisory Partners, LLC | 0.45% | Reduce -70.0% | 1,992 | $1.3M |
| Harvest Investment Services, LLC | 0.27% | Reduce -10.5% | 1,986 | $1.3M |
| TrinityBridge Ltd | 0.03% | Add +7.2% | 1,986 | $1.3M |
| Long Run Wealth Advisors, LLC | 0.26% | Add +0.3% | 1,979 | $1.3M |
| LCNB Corp. | 0.46% | Reduce -41.1% | 1,969 | $1.3M |
| Ethic Inc. | 0.02% | Add +42.7% | 1,967 | $1.3M |
| GEN Financial Management, INC. | 1.14% | No change | 1,967 | $1.3M |
| Ardent Capital Management, Inc. | 0.56% | No change | 1,966 | $1.3M |
| Morangie Management LLC | 1.13% | Add +4.0% | 1,958 | $1.3M |
| Ballast Advisors LLC | 0.36% | Reduce -9.3% | 1,952 | $1.3M |
| Fort Sheridan Advisors LLC | 0.17% | No change | 1,942 | $1.3M |
| A&I Financial Services, LLC | 0.63% | Reduce -1.9% | 1,934 | $1.3M |
| Hardin Capital Partners, LLC | 0.69% | Reduce -0.4% | 1,933 | $1.3M |
| Princeton Global Asset Management LLC | 0.21% | Add +1.7% | 1,930 | $1.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.24% | Reduce -2.6% | 1,927 | $1.3M |
| Sensible Money, LLC | 0.44% | Add +0.2% | 1,919 | $1.3M |
| Ballast, Inc. | 0.31% | No change | 1,916 | $1.3M |
| Peck Wealth Management, LLC | 1.22% | — | 1,906 | $1.3M |
| Creegan & Nassoura Financial Group, LLC | 0.82% | No change | 1,904 | $1.3M |
| Rather & Kittrell, Inc. | 0.22% | Add +7.6% | 1,904 | $1.3M |
| Affinity Wealth Management LLC | 0.19% | No change | 1,904 | $1.3M |
| Summitry LLC | 0.05% | Add +0.1% | 1,903 | $1.3M |
| Jim Saulnier & Associates, LLC | 0.71% | Reduce -1.6% | 1,903 | $1.3M |
| Potomac Fund Management Inc. | 0.05% | Reduce -6.8% | 1,902 | $1.3M |
| Richardson Financial Services Inc. | 0.79% | Add +546.4% | 2,715 | $1.3M |
| CCG Wealth Management, LLC | 0.60% | Reduce -12.3% | 1,887 | $1.3M |
| Register Financial Advisors LLC | 0.50% | Add +1.9% | 1,885 | $1.3M |
| Princeton Capital Management LLC | 0.34% | No change | 1,874 | $1.3M |
| Absher Wealth Management, LLC | 0.15% | New | 1,873 | $1.3M |
| Chicago Wealth Management, Inc. | 0.54% | No change | 1,868 | $1.3M |
| Cambria Investment Management, L.P. | 0.08% | Add +10.9% | 1,868 | $1.3M |
| Rollins Financial Advisors, LLC | 0.19% | Add +1.3% | 1,865 | $1.2M |
| Barlow Wealth Partners, LLC | 0.14% | No change | 1,860 | $1.2M |
| Silicon Valley Capital Partners | 0.12% | Add +0.3% | 1,865 | $1.2M |
| Smart Money Group LLC | 0.37% | Add +0.3% | 1,864 | $1.2M |
| Roberts Wealth Advisors, LLC | 0.33% | Reduce -0.2% | 1,862 | $1.2M |
| Crux Wealth Advisors | 0.49% | Add +0.9% | 1,860 | $1.2M |
| Clarendon Private LLC | 1.13% | Reduce -17.7% | 1,860 | $1.2M |
| Capital Squared Financial LLC | 1.08% | Add +0.2% | 1,854 | $1.2M |
| Cannell & Spears LLC | 0.02% | No change | 1,850 | $1.2M |
| Aventus Investment Advisors, Inc. | 1.05% | No change | 1,848 | $1.2M |
| Retirement Planning Group, LLC / NY | 0.92% | Add +4.5% | 1,830 | $1.2M |
| IronBridge Private Wealth, LLC | 0.39% | No change | 1,825 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.40% | Reduce -3.4% | 1,821 | $1.2M |
| Financial Network Wealth Advisors LLC | 1.33% | Reduce -1.8% | 1,819 | $1.2M |
| McLean Asset Management Corp | 0.25% | Add +3.7% | 1,803 | $1.2M |
| Correct Capital Wealth Management | 0.22% | No change | 1,815 | $1.2M |
| Woodside Wealth Management LLC | 0.95% | No change | 1,805 | $1.2M |
| Sage Capital Management, LLC | 0.54% | Add +0.7% | 1,802 | $1.2M |
| Guidance Capital, Inc. | 0.31% | Add +0.5% | 1,773 | $1.2M |
| RDA Financial Network | 0.30% | Add +41.4% | 1,801 | $1.2M |
| Advocacy Wealth Management, LLC | 0.05% | Reduce -0.1% | 1,801 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +65.7% | 1,798 | $1.2M |
| Moment Partners, LLC | 0.21% | Reduce -0.5% | 1,792 | $1.2M |
| Ceeto Capital Group, LLC | 0.35% | Add +15.0% | 1,789 | $1.2M |
| Planning Center, Inc. | 0.13% | No change | 1,787 | $1.2M |
| Balanced Wealth Group LLC | 0.53% | Add +0.8% | 1,927 | $1.2M |
| SwitchPoint Financial Planning, LLC | 0.87% | No change | 1,785 | $1.2M |
| Citizens Business Bank | 0.20% | No change | 1,776 | $1.2M |
| Atwood & Palmer Inc. | 0.07% | Add +0.8% | 1,775 | $1.2M |
| Agate Pass Investment Management, LLC | 0.45% | Reduce -0.7% | 1,772 | $1.2M |
| J.Safra Asset Management Corp | 0.07% | No change | 1,771 | $1.2M |
| Rock Point Advisors, LLC | 0.31% | Add +1.6% | 1,769 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.49% | Add +59.3% | 1,763 | $1.2M |
| Sequent Asset Management, LLC | 0.56% | Reduce -3.7% | 1,759 | $1.2M |
| Principle Wealth Partners LLC | 0.07% | No change | 1,757 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.35% | Reduce -6.2% | 1,747 | $1.2M |
| Brooklyn FI, LLC | 0.26% | Add +0.5% | 1,744 | $1.2M |
| RPS Advisory Solutions LLC | 0.57% | Add +20.9% | 1,738 | $1.2M |
| CFO4Life Group, LLC | 0.17% | No change | 1,738 | $1.2M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -54.2% | 1,737 | $1.2M |
| Visionary Horizons, LLC | 0.65% | Add +299.5% | 1,734 | $1.2M |
| Poinciana Advisors Group, LLC | 0.98% | No change | 1,729 | $1.2M |
| Rothschild Investment LLC | 0.07% | Reduce -1.4% | 1,726 | $1.2M |
| Horizon Wealth Management, LLC | 0.17% | Reduce -97.6% | 1,725 | $1.2M |
| Smart Portfolios, LLC | 1.11% | Reduce -5.1% | 1,722 | $1.2M |
| Valtrion Capital Management, LLC | 1.24% | Add +13.2% | 1,721 | $1.2M |
| Merkkuri Wealth Advisors LLC | 0.83% | Reduce -39.5% | 1,719 | $1.2M |
| Renasant Bank | 0.73% | Add +37.3% | 1,716 | $1.1M |
| Marshall Financial Group, LLC | 0.22% | Add +0.2% | 1,715 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.13% | Reduce -13.8% | 1,720 | $1.1M |
| Lavaca Capital LLC | 0.21% | Reduce -1.9% | 1,712 | $1.1M |
| Aspen Wealth Management LLC | 0.25% | Add +0.6% | 1,708 | $1.1M |
| Bradyco, Inc. | 1.29% | Reduce -17.0% | 1,705 | $1.1M |
| Douglass Winthrop Advisors, LLC | 0.02% | New | 1,704 | $1.1M |
| Silver Grove Financial Group, Inc. | 1.08% | — | 1,700 | $1.1M |
| Timber Creek Capital Management LLC | 0.27% | No change | 1,698 | $1.1M |
| Farmers National Bank | 0.27% | Add +3.9% | 1,695 | $1.1M |
| Sandbox Financial Partners, LLC | 0.32% | Add +1.5% | 1,688 | $1.1M |
| Keener Financial Planning LLC | 0.52% | No change | 1,688 | $1.1M |
| Garde Capital, Inc. | 0.06% | Reduce -10.3% | 1,684 | $1.1M |
| Gerber, LLC | 0.71% | Add +0.8% | 1,684 | $1.1M |
| Rockport Wealth LLC | 0.23% | Add +16.9% | 1,682 | $1.1M |
| Northwest Financial Advisors | 1.44% | Add +1.0% | 1,670 | $1.1M |
| Vishria Bird Financial Group, LLC | 0.22% | No change | 1,664 | $1.1M |
| Montz Harcus Wealth Management LLC | 0.49% | Add +0.3% | 1,661 | $1.1M |
| Insight Wealth Strategies, LLC | 0.13% | Reduce -8.0% | 1,654 | $1.1M |
| Capital Management Associates, Inc | 0.30% | Add +19.5% | 1,653 | $1.1M |
| Oregon Pacific Wealth Management, LLC | 0.96% | Reduce -34.4% | 1,653 | $1.1M |
| Sara-Bay Financial | 0.31% | Add +5.1% | 1,653 | $1.1M |
| Summit Global Investments | 0.06% | Reduce -45.8% | 1,652 | $1.1M |
| LMCG Investments, LLC | 0.07% | No change | 1,652 | $1.1M |
| Brookmont Capital Management | 0.61% | Reduce -20.3% | 1,650 | $1.1M |
| McHugh Group, LLC | 0.67% | No change | 1,644 | $1.1M |
| Peachtree Investment Partners, LLC | 0.38% | Add +85.2% | 1,635 | $1.1M |
| Delta Asset Management LLC | 0.09% | Add +58.8% | 1,634 | $1.1M |
| Madden Advisory Services, Inc. | 0.46% | Reduce -0.2% | 1,630 | $1.1M |
| Provenance Wealth Advisors, LLC | 0.14% | No change | 1,624 | $1.1M |
| Redmond Asset Management, LLC | 0.27% | Reduce -0.9% | 1,621 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.17% | Add +3.3% | 1,567 | $1.1M |
| Guardian Financial Partners, LLC | 0.46% | Reduce -16.0% | 1,612 | $1.1M |
| Equity Wealth Partners, LLC | 0.87% | — | 1,609 | $1.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.23% | Add +0.6% | 1,602 | $1.1M |
| Marks Group Wealth Management, Inc | 0.10% | Add +0.2% | 1,601 | $1.1M |
| Seascape Capital Management | 0.31% | Add +5.0% | 1,601 | $1.1M |
| Life Planning Partners, Inc | 0.78% | Reduce -2.0% | 1,598 | $1.1M |
| Granite Bay Wealth Management, LLC | 0.28% | New | 1,588 | $1.1M |
| Cullen Investment Group, LTD. | 0.14% | Add +6.2% | 1,581 | $1.1M |
| PVG Asset Management Corp. | 3.91% | Reduce -2.1% | 1,587 | $1.1M |
| Sheets Smith Investment Management | 0.69% | New | 1,587 | $1.1M |
| Fermata Advisors, LLC | 0.27% | Reduce -79.1% | 1,583 | $1.1M |
| Ifrah Financial Services, Inc. | 0.27% | Add +3.0% | 1,570 | $1.1M |
| DSG Capital Advisors, LLC | 0.17% | Reduce -7.0% | 1,568 | $1.0M |
| Independent Family Office, LLC | 0.44% | No change | 1,568 | $1.0M |
| Connable Office Inc. | 0.10% | Add +1.3% | 1,566 | $1.0M |
| Powers Advisory Group, LLC | 0.42% | Add +5.9% | 1,565 | $1.0M |
| Portfolio Strategies, Inc. | 0.12% | No change | 1,563 | $1.0M |
| Tanager Wealth Management LLP | 0.11% | No change | 1,563 | $1.0M |
| Sincerus Advisory, LLC | 0.90% | Reduce -0.2% | 1,562 | $1.0M |
| VSM Wealth Advisory, LLC | 0.33% | Add +8.3% | 1,562 | $1.0M |
| Asset Allocation Strategies LLC | 0.21% | Reduce -7.0% | 1,558 | $1.0M |
| Capital City Trust Co. | 0.25% | No change | 1,557 | $1.0M |
| Bill Few Associates, Inc. | 0.27% | Reduce -17.9% | 1,555 | $1.0M |
| Ramirez Asset Management, Inc. | 0.14% | No change | 1,555 | $1.0M |
| Skyline Advisors, Inc. | 0.36% | Reduce -19.5% | 1,554 | $1.0M |
| Independent Wealth Network Inc. | 0.33% | Reduce -0.6% | 1,552 | $1.0M |
| RMR Capital Management, LLC | 0.73% | No change | 1,551 | $1.0M |
| Dodds Wealth, LLC | 0.26% | Reduce -2.6% | 1,551 | $1.0M |
| Commons Capital, LLC | 0.70% | Add +4.8% | 1,549 | $1.0M |
| ProVise Management Group, LLC | 0.08% | Add +0.1% | 1,541 | $1.0M |
| Autumn Glory Partners, LLC | 0.42% | No change | 1,540 | $1.0M |
| Redwood Financial Network Corp | 0.65% | Reduce -14.1% | 1,537 | $1.0M |
| Fulcrum Equity Management | 1.04% | Add +1.4% | 1,533 | $1.0M |
| Flagship Wealth Advisors, LLC | 0.34% | Reduce -0.4% | 1,532 | $1.0M |
| Towneley Capital Management, Inc / DE | 0.22% | Add +0.1% | 1,532 | $1.0M |
| Worth Asset Management, LLC | 0.46% | No change | 1,531 | $1.0M |
| William Mack & Associates, Inc. | 0.55% | Reduce -0.1% | 1,525 | $1.0M |
| Brooks, Moore & Associates, Inc. | 0.52% | No change | 1,525 | $1.0M |
| Karani Asset Management LLC | 0.87% | No change | 1,524 | $1.0M |
| Lake Hills Wealth Management, LLC | 0.54% | No change | 1,520 | $1.0M |
| Wealth Advisors of Tampa Bay, LLC | 0.34% | No change | 1,520 | $1.0M |
| Invera Wealth Advisors, LLC | 0.63% | Add +0.4% | 1,518 | $1.0M |
| Addison Advisors LLC | 0.24% | Add +22.4% | 1,517 | $1.0M |
| Reik & Co., LLC | 0.26% | No change | 1,516 | $1.0M |
| Warwick Investment Management, Inc. | 0.18% | Add +0.1% | 1,513 | $1.0M |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -4.7% | 1,509 | $1.0M |
| Bouchey Financial Group, Ltd. | 0.08% | Add +7.9% | 1,507 | $1.0M |
| FWL Investment Management, LLC | 0.26% | Reduce -24.7% | 1,505 | $1.0M |
| Pathway Financial Advisors LLC | 0.13% | No change | 1,502 | $1.0M |
| MN Wealth Advisors, LLC | 0.54% | Add +5.0% | 1,501 | $1.0M |
| Tilson Financial Group, Inc. | 0.33% | Add +1.6% | 1,498 | $1.0M |
| Milestones Private Investment Advisors LLC | 0.68% | No change | 1,498 | $1.0M |
| Avion Wealth | 0.21% | Add +3.7% | 1,498 | $1.0M |
| Objectivity Squared, LLC | 0.60% | Add +0.1% | 1,497 | $1.0M |
| DDFG, Inc | 0.23% | Reduce -5.3% | 1,497 | $1.0M |
| Sepio Capital, LP | 0.06% | Reduce -76.9% | 1,496 | $1.0M |
| BNC Wealth Management, LLC | 0.25% | Add +243.9% | 1,496 | $1.0M |
| Kondo Wealth Advisors, Inc. | 0.40% | Reduce -0.1% | 1,496 | $1.0M |
| Westbourne Investment Advisors, Inc. | 0.28% | Add +0.1% | 1,496 | $1.0M |
| Pekin Hardy Strauss, Inc. | 0.10% | Add +192.0% | 1,495 | $1.0M |
| BostonPremier Wealth LLC | 0.50% | New | 1,495 | $1.0M |
| Keyvantage Wealth, LLC | 0.42% | No change | 1,492 | $999K |
| Tucker Asset Management LLC | 0.30% | Add +17.7% | 1,491 | $998K |
| Charter Capital Management, LLC\DE | 0.54% | Reduce -1.3% | 1,488 | $996K |
| Portland Financial Advisors Inc | 2.12% | Reduce -0.8% | 1,486 | $995K |
| GKV Capital Management Co., Inc. | 0.39% | Reduce -2.0% | 1,484 | $993K |
| Centerpoint Advisory Group | 0.77% | Add +2.1% | 1,483 | $993K |
| Van Cleef Asset Management,Inc | 0.10% | Reduce -3.6% | 1,483 | $993K |
| Nicollet Investment Management, Inc. | 0.32% | Add +1.0% | 1,480 | $991K |
| Navellier & Associates Inc. | 0.10% | No change | 1,480 | $991K |
| Capstone Wealth Management Group, LLC | 0.42% | Add +0.1% | 1,478 | $989K |
| Global Assets Advisory, LLC | 0.29% | Reduce -4.1% | 1,478 | $989K |
| Two Sigma Securities, LLC | 0.15% | Reduce -73.2% | 1,473 | $986K |
| Muirfield Wealth Advisors LLC | 0.73% | No change | 1,466 | $981K |
| Foster & Motley Inc. | 0.05% | Add +19.1% | 1,466 | $981K |
| WT Wealth Management | 0.28% | Reduce -0.2% | 1,465 | $981K |
| Joule Financial, LLC | 0.29% | Reduce -26.4% | 1,463 | $979K |
| OMNI 360 Wealth, Inc. | 0.55% | Reduce -0.1% | 1,463 | $979K |
| Colorado Capital Management, Inc. | 0.38% | Add +26.2% | 1,463 | $979K |
| InvesTrust | 0.36% | Reduce -1.0% | 1,462 | $979K |
| Indie Asset Partners, LLC | 1.30% | Add +10.4% | 1,461 | $978K |
| Ascentis Wealth Management, LLC | 0.23% | Reduce -0.3% | 1,458 | $978K |
| Staley Capital Advisers Inc. | 0.04% | No change | 1,459 | $977K |
| Johnson Bixby & Associates, LLC | 0.13% | Add +3.9% | 1,458 | $976K |
| Main Street Research LLC | 0.05% | Add +20.6% | 1,450 | $970K |
| Meritas Wealth Management, LLC | 0.48% | No change | 1,447 | $969K |
| Cordatus Wealth Management LLC | 0.23% | Reduce -92.7% | 1,447 | $968K |
| West Wealth Group, LLC | 0.21% | Reduce -15.0% | 1,425 | $953K |
| 180 Wealth Advisors, LLC | 0.12% | Add +20.2% | 1,421 | $951K |
| Parker Financial LLC | 0.39% | Reduce -0.6% | 1,417 | $949K |
| KFG Wealth Management, LLC | 0.14% | Add +3.0% | 1,417 | $948K |
| Partners in Financial Planning | 0.16% | No change | 1,416 | $948K |
| Shearwater Capital LLC | 0.56% | No change | 1,416 | $948K |
| Peoples Financial Services Corp. | 0.43% | Add +71.2% | 1,414 | $946K |
| Nvest Financial, LLC | 0.54% | Reduce -22.0% | 1,409 | $943K |
| Prepared Retirement Institute LLC | 0.49% | Reduce -30.2% | 1,408 | $942K |
| Bennett Selby Investments LP | 0.31% | No change | 1,408 | $942K |
| L. Roy Papp & Associates, LLP | 0.11% | Add +27.1% | 1,406 | $941K |
| Chatham Capital Group, Inc. | 0.14% | Reduce -2.0% | 1,405 | $940K |
| Culbertson A N & Co. Inc. | 0.13% | Reduce -1.4% | 1,400 | $937K |
| NBZ Investment Advisors LLC | 0.49% | No change | 1,397 | $935K |
| Fiduciary Financial Group, LLC | 0.15% | Add +1.0% | 1,394 | $933K |
| Gibson Capital, LLC | 0.17% | No change | 1,391 | $931K |
| Amplius Wealth Advisors, LLC | 0.08% | Reduce -4.0% | 1,391 | $931K |
| Elgethun Capital Management | 0.17% | No change | 1,387 | $928K |
| Safeguard Investment Advisory Group, LLC | 0.23% | Reduce -10.6% | 1,386 | $927K |
| Inscription Capital, LLC | 0.10% | Add +65.3% | 1,385 | $927K |
| Regency Capital Management Inc.\DE | 0.44% | No change | 1,385 | $927K |
| DHJJ Financial Advisors, Ltd. | 0.31% | Reduce -4.5% | 1,385 | $927K |
| Great Waters Wealth Management | 0.11% | Add +10.2% | 1,384 | $926K |
| Newman Dignan & Sheerar, Inc. | 0.20% | Reduce -1.4% | 1,383 | $926K |
| Littlejohn Financial Services, Inc. | 0.67% | Reduce -12.2% | 1,380 | $924K |
| Teamwork Financial Advisors, LLC | 0.10% | Reduce -6.6% | 1,374 | $920K |
| MeadowBrook Investment Advisors LLC | 0.80% | No change | 1,374 | $920K |
| Penney Financial, LLC | 0.41% | Reduce -25.9% | 1,374 | $920K |
| Shilanski & Associates, Inc. | 0.24% | Add +3.9% | 1,373 | $919K |
| Tenret Co LLC | 0.47% | No change | 1,371 | $918K |
| Summit Investment Advisory Services, LLC | 0.36% | Add +0.6% | 1,369 | $916K |
| Walter & Keenan Wealth Management LLC /in/ | 0.25% | No change | 1,369 | $916K |
| GatePass Capital, LLC | 0.54% | Reduce -0.4% | 1,365 | $914K |
| Hudson Capital Management LLC | 0.25% | Reduce -0.4% | 1,364 | $913K |
| Prosperity Financial Group, Inc. | 0.33% | Reduce -2.1% | 1,363 | $913K |
| Prairie Wealth Advisors, Inc. | 0.37% | Add +2.6% | 1,354 | $906K |
| TruNorth Capital Management, LLC | 0.18% | No change | 1,349 | $903K |
| Lokken Investment Group LLC | 0.31% | No change | 1,349 | $903K |
| Manske Wealth Management | 0.28% | Add +17.9% | 1,345 | $900K |
| Shepherd Kaplan Krochuk, LLC | 0.74% | Add +1.0% | 1,344 | $899K |
| USAdvisors Wealth Management, LLC | 0.31% | Add +1.7% | 1,344 | $899K |
| Synergy Asset Management, LLC | 0.03% | Add +217.6% | 1,407 | $899K |
| Boreal Capital Management LLC | 0.86% | No change | 1,335 | $894K |
| Financial Futures Ltd Liability Co. | 0.43% | Reduce -4.6% | 1,334 | $893K |
| SJS Investment Consulting Inc. | 0.12% | Add +54.7% | 1,332 | $892K |
| Torrey Growth & Income Advisors | 0.26% | — | 1,330 | $890K |
| Bensler, LLC | 0.09% | Add +1.8% | 1,329 | $889K |
| Arrow Financial Corp | 0.09% | No change | 1,325 | $887K |
| RMG Wealth Management LLC | 0.12% | No change | 1,319 | $886K |
| Noble Wealth Management PBC | 0.47% | — | 1,321 | $884K |
| Arlington Financial Advisors, LLC | 0.13% | Reduce -1.3% | 1,320 | $884K |
| M.E. Allison & Co., Inc. | 0.62% | Add +20.0% | 1,319 | $883K |
| Tripletail Wealth Management, LLC | 1.04% | No change | 1,305 | $882K |
| Capstone Financial Advisors, Inc. | 0.05% | Reduce -8.0% | 1,315 | $880K |
| Tsfg, LLC | 0.14% | Reduce -1.6% | 1,314 | $880K |
| TrueWealth Advisors, LLC | 0.24% | Add +33.4% | 1,311 | $878K |
| LMG Wealth Partners, LLC | 0.16% | No change | 1,309 | $876K |
| ARS Wealth Advisors Group, LLC | 0.09% | Reduce -0.9% | 1,309 | $876K |
| Navalign, LLC | 0.23% | Reduce -0.5% | 1,306 | $874K |
| D L Carlson Investment Group Inc. | 0.15% | Reduce -1.6% | 1,305 | $873K |
| Members Trust Co | 0.03% | Reduce -32.2% | 1,305 | $873K |
| Liberty Square Wealth Partners LLC | 0.27% | Add +0.5% | 1,300 | $870K |
| Lloyd Advisory Services, LLC. | 0.41% | Reduce -6.9% | 1,298 | $869K |
| Apriem Advisors | 0.08% | Add +10.8% | 1,297 | $868K |
| Twelve Points Wealth Management LLC | 0.22% | No change | 1,292 | $865K |
| Compton Wealth Advisory Group, LLC | 0.20% | No change | 1,287 | $862K |
| Harrell Investment Partners, LLC | 0.20% | Reduce -0.1% | 1,287 | $861K |
| Chemistry Wealth Management LLC | 0.17% | Add +7.0% | 1,285 | $860K |
| Conservest Capital Advisors, Inc. | 0.08% | No change | 1,281 | $857K |
| Tactive Advisors, LLC | 0.24% | Add +28.3% | 1,278 | $855K |
| Hillman Capital Management, Inc. | 0.50% | Add +74.5% | 1,277 | $855K |
| FourThought Financial Partners, LLC | 0.08% | Add +20.3% | 1,276 | $854K |
| San Luis Wealth Advisors LLC | 0.15% | New | 1,274 | $853K |
| Kassira Wealth Management LLC | 0.82% | — | 1,273 | $852K |
| Gill Capital Partners, LLC | 0.26% | Add +0.1% | 1,270 | $850K |
| First National Bank of Mount Dora, Trust Investment Services | 0.19% | No change | 1,269 | $849K |
| Woodard & Co. Asset Management Group Inc. | 0.14% | Add +1.4% | 1,269 | $849K |
| Palo Alto Wealth Advisors, LLC | 0.25% | Add +86.3% | 1,237 | $849K |
| TPG Financial Advisors, LLC | 0.32% | Reduce -27.5% | 1,268 | $849K |
| Collaborative Wealth Managment Inc. | 0.34% | Reduce -0.4% | 1,264 | $846K |
| Aspiring Ventures, LLC | 0.31% | Add +2.4% | 1,264 | $846K |
| Capital Investment Services of America, Inc. | 0.08% | No change | 1,264 | $846K |
| SpringVest Wealth Management LLC | 0.62% | No change | 1,263 | $845K |
| Florida Financial Advisors, LLC | 0.26% | Reduce -56.0% | 1,260 | $844K |
| Convergence Financial, LLC | 0.13% | Reduce -0.2% | 1,259 | $843K |
| Horizons Wealth Management | 0.58% | Reduce -4.1% | 1,258 | $842K |
| Community Financial Services Group, LLC | 0.15% | Reduce -15.7% | 1,253 | $839K |
| Strategic Family Wealth Counselors, L.L.C. | 0.22% | Reduce -1.3% | 1,250 | $837K |
| Freedom Investment Management, Inc. | 0.22% | Reduce -89.4% | 1,249 | $836K |
| BCS Wealth Management | 0.19% | Reduce -11.9% | 1,248 | $835K |
| Shakespeare Wealth Management, LLC | 0.19% | Reduce -14.9% | 1,247 | $835K |
| Tenon Financial LLC | 0.43% | Reduce -0.5% | 1,246 | $834K |
| N.E.W. Advisory Services LLC | 0.07% | No change | 1,243 | $832K |
| Team Financial Group, LLC | 0.38% | Add +2.8% | 1,241 | $830K |
| Sompo Asset Management Co., Ltd. | 0.14% | Reduce -26.2% | 1,240 | $830K |
| Peak Retirement Planning, Inc. | 0.23% | Add +9.2% | 1,238 | $829K |
| Garrett Wealth Advisory Group, LLC | 0.16% | Reduce -1.0% | 1,234 | $826K |
| RAM Investment Partners, LLC | 0.15% | No change | 1,234 | $826K |
| Kelly Financial Group LLC | 0.22% | Reduce -0.4% | 1,232 | $824K |
| VCI Wealth Management LLC | 0.25% | Add +8.4% | 1,230 | $823K |
| HRC Wealth Management, LLC | 0.40% | Add +5.9% | 1,226 | $820K |
| Avant Financial Advisors LLC | 0.62% | No change | 1,222 | $818K |
| Innova Wealth Partners | 0.44% | Add +13.5% | 1,222 | $818K |
| Jackson Thornton Wealth Management, LLC | 0.08% | Add +3.6% | 1,209 | $818K |
| Ignite Planners, LLC | 0.13% | Reduce -0.1% | 1,220 | $816K |
| Fortis Advisors, LLC | 0.46% | New | 1,217 | $815K |
| Grant Private Wealth Management Inc | 0.50% | Add +198.3% | 1,217 | $815K |
| Plimoth Trust Co. LLC | 0.18% | Reduce -0.2% | 1,217 | $815K |
| Martin & Co. Inc. | 0.14% | No change | 1,217 | $815K |
| Charis Legacy Partners, LLC | 1.21% | No change | 1,215 | $813K |
| O'Brien Wealth Partners LLC | 0.11% | No change | 1,215 | $813K |
| David Kennon Inc | 0.29% | Add +0.1% | 1,213 | $812K |
| Wimmer Associates 1, LLC | 0.39% | No change | 1,211 | $811K |
| Tandem Capital Management Corp. | 0.38% | No change | 1,211 | $811K |
| Sequent Planning LLC | 0.23% | Reduce -18.7% | 1,208 | $809K |
| Intellus Advisors LLC | 0.11% | Reduce -16.8% | 1,208 | $809K |
| Fenimore Asset Management Inc | 0.02% | No change | 1,200 | $803K |
| Bonfire Financial | 0.62% | No change | 1,197 | $801K |
| West Oak Capital, LLC | 0.40% | Add +10.6% | 1,196 | $801K |
| Coastwise Capital Group, LLC | 0.56% | New | 1,196 | $800K |
| Laffer Tengler Investments, Inc. | 0.15% | New | 1,194 | $799K |
| Cove Private Wealth, LLC | 0.26% | No change | 1,192 | $798K |
| Drake & Associates, LLC | 0.17% | Reduce -38.8% | 1,170 | $797K |
| Penobscot Investment Management Company, Inc. | 0.06% | Add +15.8% | 1,190 | $797K |
| Pacific Point Advisors, LLC | 0.46% | No change | 1,188 | $795K |
| Axecap Investments, LLC | 0.49% | Add +1.5% | 1,186 | $794K |
| TPG Advisors LLC | 0.52% | Add +7.0% | 1,184 | $792K |
| Gutierrez Wealth Advisory, LLC | 0.51% | Add +0.3% | 1,181 | $791K |
| Zuckerman Investment Group, LLC | 0.07% | Add +1.6% | 1,180 | $790K |
| Investor's Fiduciary Advisor Network, LLC | 0.27% | Reduce -9.7% | 1,179 | $789K |
| Legacy Solutions, LLC | 0.71% | Add +0.1% | 1,178 | $788K |
| Fourpath Capital Management, LLC | 0.11% | Add +3.6% | 1,178 | $788K |
| Holistic Financial Partners | 0.32% | Add +69.9% | 1,174 | $786K |
| Integral Investment Advisors, Inc. | 0.21% | Add +3.2% | 1,172 | $785K |
| Arrowroot Family Office, LLC | 0.31% | No change | 1,169 | $783K |
| Regatta Capital Group, LLC | 0.12% | Add +12.0% | 1,168 | $781K |
| Front Row Advisors LLC | 0.26% | No change | 1,166 | $780K |
| M. Kulyk & Associates, LLC | 0.16% | Add +1.0% | 1,157 | $774K |
| Investment Research & Advisory Group, Inc. | 0.26% | Reduce -11.3% | 1,157 | $774K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.3% | 1,156 | $774K |
| Slow Capital, Inc. | 0.09% | Reduce -14.9% | 1,156 | $774K |
| Manuka Financial, LLC | 0.48% | Add +2.0% | 1,155 | $773K |
| Veracity Capital LLC | 0.25% | Reduce -3.4% | 1,154 | $772K |
| AmeriServ Wealth Advisors | 0.39% | No change | 1,154 | $772K |
| Argentarii, LLC | 0.31% | No change | 1,152 | $771K |
| Blankinship & Foster, LLC | 0.17% | Reduce -1.1% | 1,152 | $771K |
| Triangle Securities Wealth Management | 0.17% | Add +15.9% | 1,150 | $770K |
| Strategic Financial Planning, Inc. | 0.45% | No change | 1,149 | $769K |
| Seneca House Advisors | 0.31% | Add +4.6% | 1,147 | $768K |
| Clearview Wealth Advisors LLC | 0.49% | Reduce -4.3% | 1,146 | $767K |
| one8zero8, LLC | 0.17% | Add +0.1% | 1,145 | $766K |
| Fairview Capital Investment Management, LLC | 0.04% | Add +38.8% | 1,144 | $766K |
| Somerset Trust Co | 0.24% | Reduce -0.6% | 1,142 | $764K |
| Triton Financial Group Inc | 0.51% | Add +0.1% | 1,141 | $763K |
| Radnor Capital Management, LLC | 0.12% | No change | 1,139 | $762K |
| Sharp Wealth Advisory, LLC | 0.41% | Reduce -2.1% | 1,137 | $761K |
| Wells Financial Advisors INC | 1.02% | Reduce -24.0% | 1,134 | $759K |
| Pinney & Scofield, Inc. | 0.47% | No change | 1,134 | $759K |
| Triton Wealth Management, PLLC | 0.29% | Reduce -0.6% | 1,098 | $755K |
| Argent Capital Management LLC | 0.02% | No change | 1,124 | $752K |
| Whitener Capital Management, Inc. | 0.18% | Add +30.6% | 1,123 | $752K |
| Victory Financial Group, LLC | 0.10% | Add +29.0% | 1,122 | $751K |
| Milestone Asset Management, LLC | 0.14% | Add +10.0% | 1,119 | $749K |
| Harpswell Capital Advisors, LLC | 0.71% | — | 1,119 | $749K |
| Glenorchy Capital Ltd | 0.54% | No change | 1,118 | $748K |
| D.B. Root & Company, LLC | 0.19% | Add +3.0% | 1,116 | $747K |
| GGM Financial LLC | 0.38% | Add +0.3% | 1,113 | $745K |
| Security National Bank of So Dak | 0.37% | Add +19.5% | 1,111 | $744K |
| Atlas Private Wealth Advisors | 0.18% | Reduce -51.2% | 1,111 | $744K |
| Concord Wealth Partners | 0.10% | Add +0.2% | 1,111 | $743K |
| Future Financial Wealth Managment LLC | 0.47% | No change | 1,107 | $741K |
| MJT & Associates Financial Advisory Group, Inc. | 0.60% | Add +1266.7% | 1,107 | $740K |
| Main Street Group, LTD | 0.24% | Reduce -0.3% | 1,106 | $740K |
| True Wealth Design, LLC | 0.23% | Reduce -4.3% | 1,105 | $740K |
| Next Level Private LLC | 0.21% | Add +0.1% | 1,090 | $736K |
| Opal Wealth Advisors, LLC | 0.20% | Reduce -1.1% | 1,097 | $734K |
| Beutel, Goodman & Co Ltd. | 0.00% | Add +2.8% | 1,094 | $732K |
| Great Lakes Retirement, Inc. | 0.08% | Reduce -3.3% | 1,094 | $732K |
| Greystone Financial Group, LLC | 0.11% | Reduce -2.7% | 1,091 | $730K |
| Proactive Wealth Strategies LLC | 0.31% | Add +0.6% | 1,088 | $728K |
| Heritage Wealth Management, Inc./Texas | 0.32% | Reduce -2.6% | 1,086 | $727K |
| Fiscal Wisdom Wealth Management, LLC | 0.69% | — | 1,083 | $727K |
| Hanson & Doremus Investment Management | 0.09% | No change | 1,081 | $724K |
| SYM FINANCIAL Corp | 0.08% | No change | 1,080 | $723K |
| Exchange Bank | 0.50% | Add +21.0% | 1,079 | $722K |
| United Bank | 0.25% | No change | 1,079 | $722K |
| One Wealth Map LLC | 0.38% | No change | 1,054 | $722K |
| Sollinda Capital Management LLC | 0.20% | Reduce -5.0% | 1,072 | $718K |
| Payne Capital LLC | 0.73% | — | 1,072 | $717K |
| Midwest Capital Advisors, LLC | 0.35% | Reduce -0.5% | 1,070 | $716K |
| West Michigan Advisors, LLC | 0.17% | Add +0.8% | 1,069 | $715K |
| High Probability Advisors, LLC | 0.10% | Add +0.4% | 1,068 | $715K |
| Hamilton Point Investment Advisors, LLC | 0.11% | No change | 1,067 | $714K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +115.0% | 1,060 | $713K |
| GK Wealth Management LLC | 0.53% | Add +0.2% | 1,060 | $710K |
| Strategic Investment Advisors / MI | 0.06% | Reduce -94.3% | 65 | $710K |
| FWG Investments, LLC. | 0.49% | Reduce -9.5% | 1,059 | $709K |
| Ables, Iannone, Moore & Associates, Inc. | 0.41% | No change | 1,057 | $707K |
| Wealthstar Advisors, LLC | 0.28% | Add +0.6% | 1,055 | $706K |
| Strategic Wealth Investment Group, LLC | 0.06% | New | 1,053 | $705K |
| O'ROURKE & COMPANY, Inc | 0.29% | Add +33.1% | 1,050 | $703K |
| Quattro Financial Advisors LLC | 0.22% | Add +14.9% | 1,046 | $700K |
| Townsend Asset Management Corp. /NC/ | 0.25% | Reduce -2.0% | 1,044 | $699K |
| Verity & Verity, LLC | 0.06% | No change | 1,040 | $696K |
| Richardson Capital Management LLC | 0.33% | Add +13.2% | 1,039 | $695K |
| Hunter Associates Investment Management LLC | 0.10% | Reduce -1.5% | 1,038 | $695K |
| Field & Main Bank | 0.21% | Reduce -6.9% | 1,038 | $695K |
| HMS Capital Management, LLC | 0.29% | Reduce -2.0% | 1,035 | $693K |
| Pure Portfolios Holdings LLC | 0.22% | Reduce -34.0% | 1,031 | $690K |
| American Investment Services, Inc. | 0.17% | Reduce -1.3% | 1,031 | $690K |
| Dash Acquisitions Inc. | 0.14% | Reduce -11.9% | 996 | $688K |
| Stiles Financial Services Inc | 0.22% | Reduce -12.4% | 1,024 | $686K |
| CFM Wealth Partners LLC | 0.10% | Reduce -12.0% | 1,022 | $684K |
| City State Bank | 0.20% | No change | 1,022 | $684K |
| Hibernia Wealth Partners, LLC | 0.44% | Reduce -51.8% | 1,021 | $683K |
| Passive Capital Management, LLC. | 0.22% | No change | 1,020 | $683K |
| Wealthspan Partners, LLC | 0.26% | Reduce -1.4% | 1,019 | $682K |
| Balance Wealth Partners LLC | 0.17% | Add +66.0% | 1,019 | $682K |
| Marco Investment Management LLC | 0.05% | Reduce -0.4% | 1,015 | $679K |
| Cypress Point Wealth Management, LLC | 0.14% | Reduce -6.0% | 1,013 | $678K |
| Congress Asset Management Co. | 0.00% | Reduce -22.6% | 1,007 | $674K |
| Osprey Private Wealth LLC | 0.24% | New | 1,006 | $674K |
| Key Client Fiduciary Advisors, LLC | 0.23% | Add +1.8% | 1,006 | $674K |
| Gleason Group, Inc. | 0.07% | Add +0.3% | 1,006 | $673K |
| Stonebrook Private Inc. | 0.15% | Add +0.1% | 1,005 | $673K |
| Resolute Wealth Strategies, LLC | 0.31% | Reduce -1.9% | 1,004 | $672K |
| Seaside Wealth Management, Inc. | 0.20% | No change | 1,003 | $671K |
| Stonekeep Investments, LLC | 0.43% | Add +3.7% | 1,003 | $671K |
| Ipsen Advisor Group LLC | 0.48% | Add +0.3% | 999 | $668K |
| Hills Bank & Trust Co | 0.04% | Reduce -1.1% | 997 | $667K |
| Silver Oak Advisory Group, Inc. | 0.30% | Reduce -29.2% | 998 | $667K |
| Wealthstream Advisors, Inc. | 0.10% | No change | 997 | $667K |
| United Bank | 0.08% | No change | 996 | $667K |
| Paladin Wealth, LLC | 0.48% | Add +2.2% | 993 | $665K |
| Everstar Asset Management, LLC | 0.38% | Reduce -2.6% | 990 | $663K |
| Bowman & Co S.C. | 0.28% | Reduce -0.7% | 986 | $661K |
| Monument Group Wealth Advisors, LLC | 0.39% | No change | 987 | $661K |
| Valued Wealth Advisors LLC | 0.31% | No change | 986 | $660K |
| Austin Wealth Management, LLC | 0.10% | Reduce -1.1% | 982 | $659K |
| Slagle Financial, LLC | 0.24% | Reduce -12.3% | 982 | $657K |
| Silverlake Wealth Management LLC | 0.16% | Add +5.5% | 981 | $657K |
| Anchor Capital Advisors LLC | 0.02% | Add +2.0% | 981 | $657K |
| Hofer & Associates. Inc | 0.38% | Reduce -8.1% | 979 | $655K |
| CPC Advisors, LLC | 0.07% | Add +90.5% | 979 | $655K |
| LongView Asset Management LLC | 0.45% | Reduce -3.4% | 975 | $653K |
| Harbour Investment Management LLC | 0.28% | New | 973 | $651K |
| First Nebraska Trust Co | 0.06% | No change | 973 | $651K |
| Virtue Asset Management LLC | 0.55% | — | 972 | $651K |
| Jackson Square Capital, LLC | 0.14% | Add +11.0% | 971 | $650K |
| Retirement Guys Formula LLC | 0.23% | No change | 1,122 | $650K |
| Lumbard & Kellner, LLC | 0.24% | Add +60.1% | 970 | $649K |
| Up Strategic Wealth Investment Advisors LLC | 0.48% | No change | 965 | $645K |
| Hurley Capital, LLC | 0.36% | Add +5.0% | 961 | $643K |
| TruWealth Advisors, LLC | 0.03% | Add +3.4% | 956 | $640K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.2% | 955 | $639K |
| BCO Wealth Management LLC | 0.42% | Add +2.1% | 955 | $639K |
| Rothschild Capital Partners, LLC | 0.15% | Reduce -3.3% | 954 | $639K |
| Frazier Financial Advisors, LLC | 0.39% | Reduce -3.8% | 953 | $638K |
| Piedmont Capital Management, LLC | 0.34% | Add +2.0% | 950 | $636K |
| Prosperity Planning, Inc. | 0.24% | Reduce -0.9% | 949 | $635K |
| Equita Financial Network, Inc. | 0.21% | Add +26.9% | 949 | $635K |
| Azimuth Capital Investment Management LLC | 0.02% | No change | 948 | $634K |
| Cambridge Advisors Inc. | 0.12% | No change | 947 | $634K |
| Whalen Wealth Management Inc. | 0.37% | New | 945 | $633K |
| Prospect Financial Services LLC | 0.36% | Add +0.8% | 945 | $632K |
| Compass Wealth Management LLC | 0.14% | Reduce -7.3% | 945 | $632K |
| Aries Wealth Management | 0.15% | No change | 943 | $631K |
| Meeder Advisory Services, Inc. | 0.03% | Add +15.6% | 942 | $630K |
| LJI Wealth Management, LLC | 0.11% | Reduce -19.7% | 938 | $628K |
| Spinnaker Investment Group, LLC | 0.12% | New | 937 | $627K |
| AdviceOne Advisory Services, LLC | 0.42% | No change | 934 | $625K |
| Mascagni Wealth Management, Inc. | 0.48% | Reduce -0.5% | 933 | $624K |
| Reyes Financial Architecture, Inc. | 0.42% | No change | 930 | $622K |
| Nestegg Advisors, Inc. | 0.55% | Add +1.3% | 929 | $622K |
| Smith & Howard Wealth Management, LLC | 0.14% | Reduce -1.6% | 929 | $622K |
| Tidemark, LLC | 0.18% | No change | 927 | $621K |
| Grey Fox Wealth Advisors, LLC | 0.13% | Reduce -1.6% | 927 | $620K |
| Beacon Financial Strategies CORP | 0.37% | No change | 925 | $619K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -6.5% | 923 | $618K |
| Mowery & Schoenfeld Wealth Management, LLC | 1.06% | No change | 922 | $617K |
| Private Management Group Inc. | 0.02% | Reduce -7.9% | 916 | $613K |
| LVM Capital Management Ltd. | 0.06% | Add +1.4% | 916 | $613K |
| Willner & Heller, LLC | 0.47% | Reduce -0.2% | 915 | $613K |
| Matrix Private Capital Group LLC | 0.32% | No change | 914 | $612K |
| Eclectic Associates Inc. | 0.11% | Add +0.1% | 914 | $612K |
| Matauro, LLC | 0.10% | Reduce -2.4% | 912 | $610K |
| Mark Sheptoff Financial Planning, LLC | 0.29% | No change | 912 | $610K |
| A4 Wealth Advisors LLC | 0.51% | — | 909 | $608K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Reduce -4.1% | 908 | $608K |
| Jacksonville Wealth Management, LLC | 0.45% | No change | 908 | $608K |
| Atticus Wealth Management, LLC | 0.15% | Add +58.6% | 907 | $607K |
| Joel Adams & Associates, Inc. | 0.49% | Add +0.4% | 906 | $607K |
| Acorn Wealth Advisors, LLC | 0.19% | Add +95.5% | 905 | $605K |
| RVW Wealth, LLC | 0.05% | Reduce -2.9% | 903 | $604K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.25% | Add +0.3% | 903 | $604K |
| Monte Financial Group, LLC | 0.22% | Reduce -1.9% | 901 | $603K |
| Cravens & Co Advisors, LLC | 0.41% | No change | 900 | $602K |
| Avity Investment Management Inc. | 0.04% | Add +2.3% | 899 | $602K |
| Chapman Financial Group, LLC | 0.41% | Add +198.7% | 896 | $600K |
| Level Financial Advisors | 0.17% | Reduce -3.7% | 896 | $599K |
| Vestia Personal Wealth Advisors | 0.32% | Add +0.8% | 895 | $599K |
| Cypress Capital, LLC | 0.17% | Reduce -9.2% | 894 | $598K |
| Hazlett, Burt & Watson, Inc. | 0.21% | Add +0.6% | 891 | $597K |
| Elm3 Financial Group, LLC | 0.49% | Reduce -2.8% | 891 | $596K |
| Castle Rock Wealth Management, LLC | 0.13% | No change | 887 | $596K |
| BTG Pactual Asset Management US LLC | 0.07% | Reduce -6.2% | 959 | $595K |
| Heritage Wealth Management, Inc. | 0.17% | Reduce -2.6% | 889 | $595K |
| Lodestone Wealth Management LLC | 0.27% | Reduce -0.2% | 887 | $594K |
| Jordan Park Group LLC | 0.03% | New | 885 | $592K |
| Novak & Powell Financial Services, Inc. | 0.31% | Add +58.9% | 885 | $592K |
| Wealth Watch Advisors, INC | 0.24% | Reduce -19.6% | 883 | $591K |
| Hemenway Trust Co LLC | 0.05% | Reduce -20.7% | 883 | $591K |
| Kickstand Ventures, Llc. | 0.13% | Reduce -1.0% | 879 | $589K |
| Global Wealth Strategies & Associates | 0.15% | Reduce -0.3% | 879 | $588K |
| Arkos Global Advisors | 0.07% | Reduce -3.0% | 879 | $588K |
| Peregrine Asset Advisers, Inc. | 0.18% | No change | 878 | $588K |
| Brio Consultants, LLC | 0.08% | Reduce -6.0% | 877 | $587K |
| Revere Asset Management, Inc | 0.22% | Add +0.8% | 876 | $586K |
| Denver Wealth Management, Inc. | 0.21% | Add +0.3% | 870 | $582K |
| G&S Capital LLC | 0.21% | Add +47.3% | 869 | $582K |
| Davis Capital Management | 0.40% | — | 867 | $580K |
| Alpha Zero LLC | 0.34% | Add +0.8% | 867 | $580K |
| Bell Bank | 0.03% | Reduce -3.0% | 867 | $580K |
| RW Investment Management LLC | 0.06% | No change | 865 | $579K |
| Castleview Partners, LLC | 0.31% | New | 861 | $576K |
| WealthTrust Asset Management, LLC | 0.40% | Add +0.1% | 858 | $574K |
| Cornerstone National Bank & Trust Co | 0.23% | No change | 857 | $574K |
| Collier Financial | 0.43% | — | 856 | $573K |
| Holderness Investments Co. | 0.12% | No change | 854 | $572K |
| Greenfield Savings Bank | 0.24% | Reduce -2.0% | 852 | $570K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -2.9% | 852 | $570K |
| Westside Investment Management, Inc. | 0.09% | No change | 849 | $569K |
| McDonald Partners LLC | 0.17% | Reduce -25.1% | 849 | $568K |
| Am Investment Strategies LLC | 0.12% | No change | 847 | $567K |
| Traction Financial Partners, LLC | 0.35% | Add +30.8% | 840 | $562K |
| Crews Bank & Trust | 0.08% | Reduce -4.5% | 840 | $562K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -11.7% | 1,057 | $561K |
| Darwin Wealth Management, LLC | 0.18% | Add +469.4% | 837 | $560K |
| Premier Financial Group | 0.15% | No change | 841 | $560K |
| Covenant Partners, LLC | 0.16% | Add +3.6% | 837 | $560K |
| WealthCare Investment Partners, LLC | 0.18% | Add +1.2% | 833 | $560K |
| Quest Investment Management LLC | 0.06% | Add +14.4% | 836 | $560K |
| First City Capital Management, Inc. | 0.30% | No change | 835 | $559K |
| Fayez Sarofim & Co | 0.00% | Reduce -0.7% | 835 | $559K |
| Brickley Wealth Management | 0.10% | New | 833 | $558K |
| Grove Street Fiduciary, LLC | 0.26% | No change | 831 | $556K |
| OLIO Financial Planning | 0.16% | Add +10.8% | 831 | $556K |
| Howard Capital Management Group, LLC | 0.04% | Reduce -9.3% | 830 | $556K |
| Annandale Capital, LLC | 0.10% | No change | 829 | $555K |
| Highland Financial Advisors, LLC | 0.16% | Add +21.1% | 828 | $554K |
| Retirement Capital Strategies | 0.21% | No change | 827 | $554K |
| Reynders McVeigh Capital Management, LLC | 0.03% | Reduce -2.0% | 827 | $553K |
| KKM Financial LLC | 0.17% | Reduce -9.0% | 826 | $553K |
| Eagle Global Advisors LLC | 0.02% | Reduce -1.4% | 824 | $552K |
| Andrew Hill Investment Advisors, Inc. | 0.43% | Reduce -4.8% | 823 | $551K |
| Wells Trecaso Financial Group, LLC | 0.26% | Reduce -26.1% | 823 | $551K |
| W1M Investment Management Ltd | 0.01% | No change | 820 | $549K |
| AssuredPartners Investment Advisors, LLC | 0.12% | Reduce -14.3% | 818 | $548K |
| Chilton Investment Co. Inc. | 0.01% | Add +91.1% | 818 | $547K |
| Parkwoods Wealth Partners, LLC | 0.19% | No change | 813 | $544K |
| Petra Financial Advisors Inc. | 0.32% | Add +3.0% | 812 | $544K |
| Quantum Financial Advisors, LLC | 0.07% | Add +4.2% | 812 | $543K |
| Noesis Capital Mangement Corp. | 0.08% | Reduce -10.2% | 811 | $543K |
| Meridian Investment Counsel Inc. | 0.13% | No change | 810 | $542K |
| Sage Private Wealth Group, LLC | 0.30% | Add +0.1% | 803 | $537K |
| Longview Financial Advisors, Inc. | 0.38% | No change | 802 | $537K |
| Fagan Associates, Inc. | 0.07% | Add +2.0% | 802 | $537K |
| Beckerman Institutional, LLC | 0.31% | Add +0.1% | 797 | $533K |
| Boston Common Asset Management, LLC | 0.01% | New | 795 | $532K |
| Pointe Capital Management LLC | 0.26% | No change | 794 | $531K |
| Trevian Wealth Management LLC | 0.28% | No change | 791 | $530K |
| Family Legacy Financial Solutions, LLC | 0.41% | Add +54.1% | 792 | $530K |
| Hall Laurie J Trustee | 0.17% | Reduce -11.2% | 792 | $530K |
| Taylor Financial Group, Inc. | 0.30% | Reduce -0.9% | 790 | $529K |
| Nicholson Meyer Capital Management, Inc. | 0.40% | Add +4.0% | 784 | $525K |
| Revisor Wealth Management LLC | 0.18% | Reduce -53.6% | 777 | $524K |
| Canandaigua National Trust Co of Florida | 0.42% | Reduce -4.3% | 783 | $524K |
| KM Capital Management Ltd. | 0.24% | Reduce -10.1% | 783 | $524K |
| apricus wealth, LLC | 0.28% | New | 780 | $522K |
| Grange Capital, LLC | 0.50% | No change | 777 | $520K |
| Obsidian Personal Planning Solutions LLC | 0.18% | No change | 758 | $519K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 775 | $519K |
| Sentinel Wealth Management, Inc. | 0.45% | Reduce -4.9% | 775 | $519K |
| Orange Investment Advisors, Inc. | 0.05% | No change | 775 | $519K |
| Core Wealth Partners LLC | 0.24% | Add +0.1% | 771 | $516K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Reduce -1.0% | 770 | $515K |
| Marietta Investment Partners LLC | 0.10% | No change | 767 | $513K |
| Compass Planning Associates Inc | 0.47% | Add +0.3% | 767 | $513K |
| Buttonwood Financial Advisors Inc. | 0.18% | Reduce -7.8% | 767 | $513K |
| OneAscent Family Office, LLC | 0.42% | Add +1.1% | 766 | $513K |
| Columbia Asset Management | 0.10% | No change | 766 | $513K |
| Fiduciary Management Inc. | 0.01% | New | 766 | $513K |
| Challenger Wealth Management | 0.40% | Reduce -2.7% | 766 | $512K |
| Riverview Trust Co | 0.62% | No change | 765 | $512K |
| LVW Advisors, LLC | 0.05% | Reduce -1.0% | 765 | $512K |
| RMR Wealth Builders | 0.04% | Add +0.1% | 764 | $511K |
| Westshore Wealth, LLC | 0.17% | Reduce -3.3% | 763 | $511K |
| Family Capital Trust Co | 0.17% | Add +20.0% | 763 | $511K |
| Clarity Wealth Development LLC | 0.46% | No change | 740 | $511K |
| Beacon Wealthcare LLC | 0.18% | Add +24.5% | 762 | $510K |
| Holcombe Financial, Inc. | 0.36% | No change | 760 | $509K |
| Burns J W & Co. Inc. | 0.06% | No change | 760 | $508K |
| Ellsworth Advisors, LLC | 0.11% | Reduce -2.3% | 759 | $507K |
| Hixon Zuercher, LLC | 0.15% | New | 757 | $507K |
| Three Magnolias Financial Advisors, LLC | 0.32% | Reduce -4.4% | 756 | $506K |
| Finley Financial, LLC | 0.23% | No change | 755 | $505K |
| Axis Wealth Partners, LLC | 0.30% | Add +0.1% | 754 | $505K |
| DiNuzzo Private Wealth, Inc. | 0.06% | No change | 776 | $503K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.11% | No change | 750 | $502K |
| Private Wealth Group, LLC | 0.25% | No change | 749 | $501K |
| CCM Investment Advisers LLC | 0.05% | New | 748 | $501K |
| Integrity Financial Corp | 0.24% | Add +0.1% | 746 | $499K |
| Financial Security Advisor, Inc. | 0.11% | Add +0.1% | 745 | $499K |
| Total Investment Management Inc. | 0.06% | Add +30.5% | 745 | $499K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | Add +0.4% | 744 | $498K |
| LifeSteps Financial, Inc. | 0.32% | Add +17.7% | 738 | $494K |
| Chris Bulman Inc | 0.25% | No change | 737 | $493K |
| Guided Capital Wealth Management, LLC | 0.42% | No change | 736 | $493K |
| Brady Martz Wealth Solutions, LLC | 0.09% | Add +92.4% | 735 | $492K |
| Baxter Bros Inc. | 0.06% | Reduce -4.0% | 735 | $492K |
| NewSquare Capital LLC | 0.03% | No change | 731 | $489K |
| WorthPointe, LLC | 0.18% | Add +2.8% | 727 | $487K |
| Astoria Portfolio Advisors LLC. | 0.13% | Add +1.1% | 719 | $486K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -32.2% | 725 | $485K |
| Vectors Research Management, LLC | 0.15% | Reduce -7.8% | 724 | $485K |
| Lewis Asset Management, LLC | 0.20% | Add +0.1% | 721 | $482K |
| St. Louis Trust Co | 0.06% | No change | 720 | $482K |
| Rainier Family Wealth Inc. | 0.43% | No change | 719 | $481K |
| Cordgrass Capital Advisors, LLC | 0.12% | Add +0.7% | 717 | $480K |
| First Pacific Financial | 0.07% | Reduce -7.2% | 717 | $480K |
| Coston, McIsaac & Partners | 0.11% | No change | 717 | $479K |
| IMZ Advisory Inc | 0.18% | Add +30.1% | 713 | $477K |
| O'Brien Greene & Co. Inc | 0.15% | No change | 713 | $477K |
| Strategent Financial, LLC | 0.34% | No change | 706 | $473K |
| Fogel Capital Management, Inc. | 0.22% | No change | 705 | $472K |
| Sterling Group Wealth Management, LLC | 0.23% | No change | 705 | $472K |
| Adell Harriman & Carpenter Inc. | 0.03% | Reduce -3.4% | 705 | $472K |
| Blue Fin Capital, Inc. | 0.07% | No change | 701 | $469K |
| Emprise Bank | 0.20% | No change | 699 | $468K |
| Financial Strategies Group, Inc. | 0.09% | Reduce -5.4% | 678 | $466K |
| Delta Financial Advisors LLC | 0.13% | Add +1.2% | 694 | $465K |
| Insight Wealth Partners, LLC | 0.21% | No change | 694 | $464K |
| Finer Wealth Management, Inc. | 0.23% | Add +0.3% | 693 | $464K |
| Clark Financial Services Group Inc. | 0.25% | Add +0.3% | 693 | $464K |
| Total Wealth Planning, LLC | 0.05% | No change | 693 | $464K |
| Elevatus Welath Management | 0.13% | Add +70.4% | 692 | $463K |
| Elser Financial Planning, Inc | 0.56% | No change | 688 | $463K |
| Farrell Financial LLC | 0.29% | Reduce -0.9% | 690 | $462K |
| Cornerstone Select Advisors, LLC | 0.34% | No change | 690 | $462K |
| Barr E S & Co. | 0.03% | No change | 690 | $462K |
| Crowley Wealth Management, Inc. | 0.37% | Add +54.5% | 689 | $461K |
| Eubel Brady & Suttman Asset Management Inc. | 0.06% | Add +17.4% | 687 | $460K |
| Sutton Place Investors LLC | 0.26% | Reduce -0.6% | 687 | $460K |
| Mitchell Sinkler & Starr | 0.21% | No change | 686 | $459K |
| Kozak & Associates, Inc. | 0.09% | Add +208.1% | 684 | $458K |
| Reliant Investment Partners, LLC | 0.36% | No change | 679 | $457K |
| Fortune Financial Advisors, LLC | 0.34% | No change | 681 | $456K |
| Fielder Capital Group LLC | 0.10% | Reduce -1.0% | 681 | $456K |
| Sendero Wealth Management, LLC | 0.05% | No change | 679 | $454K |
| CGC Financial Services, LLC | 0.13% | Add +8.7% | 677 | $453K |
| Pinnacle Financial Group, LLC / IL | 0.14% | Reduce -1.3% | 675 | $452K |
| Dravo Bay LLC | 0.20% | No change | 674 | $451K |
| Center For Asset Management LLC | 0.24% | Reduce -6.5% | 674 | $451K |
| Somerville Kurt F | 0.07% | No change | 671 | $449K |
| Cambridge Financial Group, LLC | 0.14% | Add +13.5% | 671 | $449K |
| NWK Group, Inc. | 0.15% | Reduce -2.2% | 670 | $448K |
| Knollwood Investment Advisory, LLC | 0.04% | Add +35.0% | 668 | $447K |
| WJ Financial Advisors LLC | 0.43% | — | 664 | $444K |
| Financial & Tax Architects, LLC | 0.10% | Reduce -3.8% | 663 | $444K |
| JARISLOWSKY, FRASER Ltd | 0.00% | Add +18.3% | 660 | $442K |
| Sawgrass Asset Management LLC | 0.05% | Add +3.6% | 658 | $440K |
| Synergy Financial Group, LTD | 0.30% | Reduce -0.5% | 658 | $440K |
| Hassell Wealth Management, LLC | 0.15% | No change | 657 | $440K |
| Promus Capital, LLC | 0.28% | No change | 655 | $439K |
| Hilltop Partners LLC | 0.13% | Reduce -9.2% | 655 | $438K |
| Palisade Asset Management, LLC | 0.04% | Add +14.5% | 654 | $438K |
| Kirr Marbach & Co. LLC | 0.08% | New | 654 | $438K |
| TL Private Wealth | 0.17% | Add +0.1% | 654 | $436K |
| Kiker Wealth Management, LLC | 0.22% | Add +4.2% | 651 | $435K |
| Kidder Stephen W | 0.12% | Reduce -7.1% | 650 | $435K |
| Vantage Point Financial LLC | 0.17% | Reduce -2.9% | 647 | $433K |
| Great Diamond Partners, LLC | 0.08% | No change | 647 | $433K |
| Compass Capital Corp. /Ma/ | 0.19% | New | 632 | $432K |
| Brian Low Financial Group, LLC | 0.33% | Add +29.2% | 642 | $430K |
| American Money Management, LLC | 0.07% | Add +2.7% | 642 | $430K |
| Prentice Wealth Management LLC | 0.11% | Add +9.6% | 640 | $428K |
| Ballentine Capital Advisors, Inc | 0.19% | No change | 638 | $427K |
| Checchi Capital Advisers, LLC | 0.03% | Add +12.7% | 638 | $427K |
| Lauterbach Financial Advisors, LLC | 0.21% | No change | 633 | $424K |
| D'Orazio & Associates, Inc. | 0.06% | No change | 632 | $423K |
| Steinberganna Wealth Management | 0.20% | — | 628 | $421K |
| Heritage Oak Wealth Advisors LLC | 0.16% | Add +15.4% | 628 | $420K |
| Vaughan David Investments LLC | 0.01% | Add +57.4% | 628 | $420K |
| Kirtland Hills Capital Management, LLC | 0.17% | No change | 627 | $419K |
| Security Financial Services, INC. | 0.07% | Reduce -0.5% | 626 | $419K |
| Mid-American Wealth Advisory Group, Inc. | 0.19% | Add +8.0% | 623 | $417K |
| Alhambra Investment Management LLC | 0.20% | Add +8.2% | 622 | $416K |
| American Capital Advisory, LLC | 0.19% | No change | 622 | $416K |
| Dock Street Asset Management Inc. | 0.04% | Add +38.0% | 621 | $416K |
| Dover Advisors, LLC | 0.17% | Reduce -3.1% | 620 | $415K |
| Brogan Financial, Inc. | 0.18% | Add +2.0% | 618 | $414K |
| Pin Oak Investment Advisors Inc. | 0.29% | No change | 616 | $412K |
| Financial Life Advisors | 0.13% | Add +2.2% | 615 | $412K |
| Lynx Investment Advisory | 0.25% | Add +0.3% | 615 | $412K |
| Invenio Wealth Partners LLC | 0.15% | No change | 614 | $411K |
| White Knight Strategic Wealth Advisors, LLC | 0.32% | No change | 613 | $410K |
| Lawson Kroeker Investment Management Inc. | 0.07% | No change | 612 | $410K |
| Manning & Napier Advisors LLC | 0.01% | Add +61.0% | 612 | $410K |
| Leading Edge Financial Planning LLC | 0.10% | Reduce -8.7% | 611 | $409K |
| Nicholas Wealth, LLC. | 0.30% | Add +0.2% | 608 | $407K |
| Carson Advisory Inc. | 0.22% | Add +2.0% | 608 | $407K |
| IPG Investment Advisors LLC | 0.07% | Reduce -0.7% | 607 | $406K |
| Old North State Wealth Management, LLC | 0.19% | Add +49.0% | 602 | $405K |
| McCollum Christoferson Group LLC | 0.12% | No change | 605 | $405K |
| Watchman Group, Inc. | 0.10% | Add +1.0% | 605 | $405K |
| Kearns & Associates LLC | 0.21% | No change | 605 | $405K |
| Horizon Investment Services, LLC | 0.15% | Reduce -0.2% | 603 | $404K |
| Williams & Novak, LLC | 0.31% | No change | 601 | $402K |
| Community Bank of Raymore | 0.28% | No change | 600 | $402K |
| Graybill Wealth Management, LTD. | 0.12% | No change | 600 | $402K |
| Neumann Capital Management, LLC | 0.12% | No change | 600 | $402K |
| Strait & Sound Wealth Management LLC | 0.15% | Add +1.9% | 598 | $400K |
| JPL Wealth Management, LLC | 0.10% | No change | 598 | $400K |
| City Holding Co. | 0.05% | Reduce -12.1% | 597 | $400K |
| Permanens Capital L.P. | 0.06% | No change | 594 | $398K |
| Bell Investment Advisors, Inc | 0.06% | Add +162.4% | 593 | $397K |
| Fourth Dimension Wealth, LLC | 0.15% | Reduce -4.0% | 593 | $397K |
| Matthew Goff Investment Advisor, LLC | 0.07% | No change | 593 | $397K |
| SFG Wealth Management, LLC. | 0.17% | No change | 593 | $397K |
| Ergawealth Advisors, Inc. | 0.18% | Add +65.4% | 592 | $396K |
| IMPACTfolio, LLC | 0.17% | Add +7.1% | 591 | $396K |
| Stablepoint Partners, LLC | 0.06% | No change | 591 | $396K |
| BancFirst Trust & Investment Management | 0.15% | New | 593 | $395K |
| Blue Zone Wealth Advisors, LLC | 0.08% | Add +7.7% | 590 | $395K |
| Hiley Hunt Wealth Management | 0.19% | Add +0.3% | 590 | $395K |
| Buckhead Capital Management LLC | 0.14% | No change | 590 | $395K |
| Verde Capital Management | 0.09% | Reduce -2.2% | 589 | $394K |
| Uniting Wealth Partners, LLC | 0.09% | New | 589 | $394K |
| Presper Financial Architects, LLC | 0.23% | Reduce -7.4% | 588 | $394K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 588 | $394K |
| Afg Fiduciary Services Limited Partnership | 0.23% | No change | 584 | $392K |
| Fischer Financial Services, Inc. | 0.11% | No change | 586 | $392K |
| Royal Fund Management, LLC | 0.05% | No change | 584 | $391K |
| Letson Investment Management, Inc. | 0.14% | No change | 583 | $390K |
| L.M. Kohn & Company | 0.47% | Reduce -31.9% | 582 | $390K |
| Aventura Private Wealth, LLC | 0.14% | Add +2.1% | 582 | $390K |
| Drucker Wealth 3.0, LLC | 0.07% | No change | 581 | $389K |
| Thrive Capital Management, LLC | 0.10% | Add +2.1% | 580 | $388K |
| Seelaus Asset Management LLC | 0.31% | No change | 579 | $388K |
| BlackDiamond Wealth Management, LLC | 0.21% | Add +15.8% | 579 | $388K |
| Shum Financial Group, Inc. | 0.29% | — | 579 | $387K |
| Prudent Investors Network, Inc. | 0.09% | New | 578 | $387K |
| Cathy Pareto & Associates, Inc. | 0.29% | Add +2.7% | 578 | $387K |
| MilWealth Group LLC | 0.09% | No change | 578 | $387K |
| Rolek Wealth Management LLC | 0.29% | No change | 578 | $387K |
| Wiser Advisor Group LLC | 0.48% | Add +0.2% | 577 | $386K |
| Park Edge Advisors, LLC | 0.09% | Reduce -6.8% | 576 | $386K |
| New Millennium Group LLC | 0.18% | Reduce -94.9% | 576 | $386K |
| LRI Investments, LLC | 0.03% | Add +2.1% | 576 | $385K |
| Orcam Financial Group | 0.31% | No change | 575 | $385K |
| Clayton Financial Group LLC | 0.28% | Add +73.9% | 574 | $385K |
| Marotta Asset Management | 0.07% | Add +41.0% | 571 | $384K |
| Retireful, LLC | 0.37% | Reduce -23.1% | 573 | $384K |
| Leisure Capital Management | 0.13% | Add +6.5% | 569 | $381K |
| Brown, Lisle/Cummings, Inc. | 0.10% | No change | 567 | $379K |
| TCFG Wealth Management, LLC | 0.15% | Reduce -1.1% | 565 | $379K |
| Hillcrest Wealth Advisors - NY, LLC | 0.17% | No change | 566 | $379K |
| Morton Brown Family Wealth, LLC | 0.11% | Reduce -2.4% | 566 | $379K |
| Veridan Wealth LLC | 0.13% | — | 565 | $378K |
| Kaizen Financial Strategies | 0.17% | Reduce -27.4% | 561 | $378K |
| Maltin Wealth Management, Inc. | 0.16% | Add +0.2% | 564 | $378K |
| Attessa Capital LLC | 0.22% | No change | 559 | $374K |
| Alpha Financial Advisors, LLC | 0.13% | Reduce -4.0% | 558 | $374K |
| Planning Directions Inc. | 0.19% | Reduce -8.7% | 558 | $373K |
| Aspire Growth Partners LLC | 0.27% | Reduce -13.4% | 556 | $372K |
| Richmond Brothers, Inc. | 0.23% | Reduce -3.6% | 556 | $372K |
| Cambridge Capital Management, LLC | 0.18% | Add +2.0% | 552 | $369K |
| Abner Herrman & Brock LLC | 0.04% | New | 552 | $369K |
| Wilkins Investment Counsel Inc. | 0.05% | No change | 550 | $368K |
| Abacus Wealth Partners, LLC | 0.05% | No change | 546 | $365K |
| Texas Bank & Trust Co | 0.14% | Reduce -3.2% | 545 | $365K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 544 | $364K |
| Grand Wealth Management, LLC | 0.18% | No change | 543 | $363K |
| Caitlin John, LLC | 0.25% | Reduce -1.1% | 542 | $363K |
| Purkiss Capital Advisors LLC | 0.17% | Reduce -1.6% | 542 | $363K |
| Capital Planning Advisors, LLC | 0.05% | No change | 542 | $363K |
| Wood Tarver Financial Group, LLC | 0.11% | Add +11.1% | 541 | $362K |
| AG Asset Advisory, LLC | 0.30% | No change | 540 | $361K |
| Duncan Williams Asset Management, LLC | 0.10% | Add +0.2% | 539 | $361K |
| RPg Family Wealth Advisory, LLC | 0.08% | New | 538 | $360K |
| Matisse Capital | 0.16% | No change | 538 | $360K |
| Guardian Wealth Advisors, LLC | 0.20% | No change | 535 | $358K |
| Mirador Capital Partners LP | 0.05% | Reduce -42.3% | 533 | $357K |
| Noble Family Wealth, LLC | 0.08% | No change | 533 | $357K |
| Soros Capital Management LLC | 0.09% | No change | 532 | $356K |
| McDonough Capital Management, Inc | 0.18% | No change | 530 | $355K |
| Seneschal Advisors, LLC | 0.26% | No change | 530 | $355K |
| Motiv8 Investments LLC | 0.19% | Reduce -1.1% | 529 | $354K |
| United Financial Planning Group LLC | 0.22% | — | 548 | $354K |
| Optima Capital LLC | 0.17% | Add +8.9% | 527 | $352K |
| American State Bank (Iowa) | 0.18% | No change | 526 | $352K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.13% | Add +2.1% | 524 | $351K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -0.4% | 524 | $351K |
| Puff Wealth Management, LLC | 0.53% | Add +0.2% | 524 | $351K |
| Battery Global Advisors, LLC | 0.16% | Add +62.2% | 524 | $351K |
| Channel Wealth LLC | 0.09% | Reduce -39.5% | 522 | $349K |
| Constant Guidance Financial LLC | 0.28% | New | 522 | $349K |
| KOM Wealth Management Group, LLC | 0.26% | Reduce -1.7% | 520 | $348K |
| Define Financial, LLC | 0.21% | Add +22.4% | 519 | $348K |
| Broadway Wealth Solutions, Inc. | 0.19% | No change | 518 | $347K |
| TriaGen Wealth Management LLC | 0.09% | No change | 515 | $345K |
| RHS Financial, LLC | 0.18% | No change | 515 | $345K |
| Rosenblum Silverman Sutton S F Inc. | 0.08% | No change | 515 | $345K |
| Bright Futures Wealth Management, LLC. | 0.27% | — | 514 | $344K |
| Financial Alternatives, Inc | 0.21% | Add +6.9% | 514 | $344K |
| Citizens & Northern Corp. | 0.08% | No change | 512 | $343K |
| Armstrong Henry H Associates Inc. | 0.03% | No change | 512 | $343K |
| Oak Hill Wealth Advisors, LLC | 0.06% | No change | 510 | $341K |
| Asset Advisors Investment Management, LLC | 0.03% | Add +0.4% | 510 | $341K |
| Sterling Investment Advisors, Ltd. | 0.07% | No change | 509 | $341K |
| Walker Financial Services, Inc. | 0.13% | Add +4.1% | 509 | $340K |
| Sloy Dahl & Holst, LLC | 0.04% | Add +2.4% | 506 | $339K |
| Stonehearth Capital Management, LLC | 0.13% | No change | 506 | $339K |
| Kaufman Rossin Wealth, LLC | 0.18% | No change | 504 | $337K |
| Anchor Investment Management, LLC | 0.03% | Add +3.1% | 503 | $337K |
| Prodigy Asset Management LLC | 0.15% | No change | 502 | $336K |
| Allied Investment Advisors, LLC | 0.05% | Reduce -10.8% | 502 | $336K |
| Schulhoff & Co. Inc. | 0.14% | No change | 502 | $336K |
| Harbour Trust & Investment Management Co | 0.03% | No change | 501 | $335K |
| Legacy Bridge, LLC | 0.14% | No change | 500 | $335K |
| Optiver Holding B.V. | 0.01% | New | 500 | $335K |
| Gateway Investment Advisers LLC | 0.00% | New | 500 | $335K |
| SS&H Financial Advisors, Inc. | 0.10% | Add +1.4% | 499 | $334K |
| Iams Wealth Management, LLC | 0.13% | New | 499 | $334K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 495 | $331K |
| Argus Investors' Counsel, Inc. | 0.26% | Reduce -1.2% | 494 | $331K |
| Ranch Capital Advisors Inc. | 0.13% | Add +4.0% | 493 | $330K |
| Seros Financial, LLC | 0.20% | No change | 492 | $329K |
| Stanich Group LLC | 0.20% | Reduce -1.6% | 490 | $328K |
| Wisconsin Wealth Advisors, LLC | 0.31% | No change | 489 | $327K |
| Basepoint Wealth LLC | 0.23% | Add +1.0% | 489 | $327K |
| Richards, Merrill & Peterson, Inc. | 0.14% | Reduce -9.3% | 488 | $327K |
| Blue Edge Capital, LLC | 0.05% | New | 486 | $325K |
| Northstar Asset Management Inc. | 0.08% | No change | 485 | $325K |
| IFG Advisors, LLC | 0.05% | Add +17.5% | 484 | $324K |
| Tribridge Partners Financial LLC | 0.15% | Reduce -4.4% | 480 | $323K |
| Mountain Capital Investment Advisors Inc. | 0.06% | Reduce -34.6% | 480 | $323K |
| Xcel Wealth Management, LLC | 0.09% | Add +1.5% | 480 | $322K |
| Vermillion Wealth Management, Inc. | 0.09% | Add +7.9% | 480 | $321K |
| Intrepid Capital Management Inc. | 0.16% | No change | 479 | $321K |
| Financial Enhancement Group LLC | 0.04% | No change | 473 | $320K |
| Delos Wealth Advisors, LLC | 0.22% | Add +8.1% | 478 | $320K |
| DecisionPoint Financial, LLC | 0.07% | Add +77.0% | 476 | $320K |
| Ring Mountain Capital, LLC | 0.18% | No change | 477 | $319K |
| GreatBanc Trust CO | 0.22% | — | 476 | $319K |
| 25 LLC | 0.11% | Add +23.0% | 476 | $318K |
| Cairn Investment Group, Inc. | 0.14% | Reduce -13.6% | 475 | $318K |
| Slocum, Gordon & Co LLP | 0.25% | No change | 474 | $317K |
| Tradewinds Capital Management, LLC | 0.07% | Reduce -2.3% | 472 | $316K |
| Clear Point Advisors Inc. | 0.24% | Add +18.1% | 470 | $315K |
| Meredith Wealth Planning | 0.10% | Add +0.2% | 469 | $314K |
| HT Partners LLC | 0.10% | No change | 468 | $313K |
| Compass Financial Group, INC | 0.05% | No change | 467 | $313K |
| Rooted Wealth Advisors, Inc. | 0.10% | Reduce -9.6% | 464 | $312K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.11% | Reduce -0.4% | 464 | $311K |
| Intellectus Partners, LLC | 0.06% | No change | 463 | $310K |
| Mount Vernon Associates Inc. | 0.22% | No change | 463 | $310K |
| Opes Wealth Management LLC | 0.05% | No change | 461 | $309K |
| Security National Bank of Sioux City Iowa | 0.20% | New | 461 | $309K |
| Shotwell Rutter Baer Inc | 0.20% | No change | 456 | $308K |
| Hoey Investments, Inc. | 0.04% | No change | 460 | $308K |
| MTM Investment Management, LLC | 0.10% | No change | 459 | $307K |
| Ciovacco Capital Management LLC | 0.15% | New | 459 | $307K |
| Yardley Wealth Management LLC | 0.17% | No change | 458 | $307K |
| Redwood Park Advisors LLC | 0.23% | Add +0.2% | 457 | $306K |
| Mittelman Wealth Management | 0.20% | Reduce -4.4% | 456 | $306K |
| Rochester Wealth Strategies, LLC | 0.20% | Add +0.2% | 455 | $305K |
| Cascade Investment Advisors, Inc. | 0.18% | New | 454 | $304K |
| SevenBridge Financial Group, LLC | 0.05% | Reduce -25.7% | 442 | $304K |
| Canton Hathaway, LLC | 0.06% | No change | 453 | $303K |
| Level Wealth Management LLC | 0.16% | Reduce -11.2% | 452 | $303K |
| BLVD Private Wealth, LLC | 0.26% | Reduce -2.2% | 452 | $303K |
| Tower Wealth Partners, Inc. | 0.17% | Add +3.2% | 452 | $303K |
| Financial Insights, Inc. | 0.10% | Add +9.7% | 452 | $303K |
| Towne Trust Company, N.A | 0.10% | No change | 452 | $303K |
| First Wilshire Securities Management Inc. | 0.08% | No change | 452 | $303K |
| Terra Nova Asset Management LLC | 0.19% | Add +0.2% | 451 | $302K |
| Cedar Point Capital Partners, LLC | 0.20% | No change | 451 | $302K |
| CV Advisors LLC | 0.08% | No change | 451 | $302K |
| Ellerson Group Inc. | 0.19% | No change | 450 | $301K |
| Fairfield, Bush & Co. | 0.15% | No change | 450 | $301K |
| Shayne & Jacobs, LLC | 0.09% | No change | 450 | $301K |
| Advocate Group LLC | 0.05% | No change | 450 | $301K |
| Breakwater Investment Management | 0.11% | No change | 449 | $301K |
| First National Bank Sioux Falls | 0.09% | No change | 449 | $301K |
| Bernard Wealth Management Corp. | 0.12% | Reduce -4.1% | 445 | $298K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | No change | 444 | $297K |
| Ssa Swiss Advisors AG | 0.14% | Reduce -10.1% | 445 | $297K |
| CJM Wealth Advisers, Ltd. | 0.09% | Add +9.9% | 443 | $296K |
| Citrine Capital LLC | 0.14% | No change | 442 | $296K |
| Carnegie Lake Advisors LLC | 0.11% | Reduce -10.7% | 442 | $296K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 442 | $296K |
| Probity Advisors, Inc. | 0.05% | Reduce -18.4% | 442 | $296K |
| Barnett & Company, Inc. | 0.23% | New | 438 | $293K |
| Heritage Wealth Management, Inc. | 0.20% | No change | 436 | $292K |
| Sicart Associates LLC | 0.08% | No change | 436 | $292K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 436 | $292K |
| BXM Wealth LLC | 0.28% | No change | 435 | $291K |
| Manchester Financial Inc. | 0.06% | Add +3.1% | 435 | $291K |
| Pacific Sage Partners, LLC | 0.05% | No change | 433 | $290K |
| Sunpointe, LLC | 0.10% | Reduce -1.8% | 432 | $289K |
| Shira Ridge Wealth Management | 0.12% | Add +20.1% | 431 | $289K |
| North Ridge Wealth Advisors, Inc. | 0.17% | Add +139.4% | 431 | $289K |
| First Citizens Financial Corp | 0.14% | No change | 430 | $288K |
| Graham Capital Wealth Management, LLC | 0.29% | No change | 428 | $286K |
| Lowe Wealth Advisors, LLC | 0.10% | Add +38.5% | 428 | $286K |
| Myecfo, LLC | 0.13% | No change | 428 | $286K |
| Empire Financial Management Company, LLC | 0.07% | Add +6.2% | 427 | $286K |
| Accredited Investor Services, LLC | 0.20% | No change | 426 | $285K |
| Three Cord True Wealth Management, LLC | 0.19% | Reduce -20.3% | 425 | $284K |
| White & Co Financial Planning Inc | 0.21% | Reduce -8.4% | 424 | $284K |
| Atlas Wealth LLC | 0.12% | No change | 423 | $283K |
| Columbia River Financial Group, LLC | 0.17% | No change | 413 | $283K |
| CarsonAllaria Wealth Management, Ltd. | 0.15% | Add +0.2% | 422 | $283K |
| Bellecapital International Ltd. | 0.05% | No change | 421 | $282K |
| Oxbow Advisors, LLC | 0.03% | Reduce -1.2% | 421 | $282K |
| Everest Private Wealth | 0.18% | No change | 420 | $281K |
| Providence First Trust Co | 0.10% | No change | 420 | $281K |
| Reliant Wealth Planning | 0.09% | Reduce -9.9% | 420 | $281K |
| Iron Gate Global Advisors LLC | 0.03% | No change | 419 | $281K |
| Crumly & Associates Inc. | 0.06% | New | 417 | $279K |
| ForthRight Wealth Management, LLC | 0.08% | Add +0.5% | 416 | $278K |
| Foronjy Financial LLC | 0.12% | No change | 416 | $278K |
| Marmo Financial Group, LLC | 0.13% | No change | 415 | $278K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.08% | No change | 415 | $278K |
| Griffith & Werner, Inc. | 0.14% | — | 404 | $277K |
| Hobbs Wealth Management, LLC | 0.23% | No change | 413 | $276K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | Reduce -16.2% | 413 | $276K |
| Financial Harvest, LLC | 0.19% | Reduce -19.3% | 413 | $276K |
| B & T Capital Management DBA Alpha Capital Management | 0.04% | Reduce -23.6% | 412 | $276K |
| ShoreHaven Wealth Partners, LLC | 0.10% | Add +11.4% | 411 | $275K |
| Sivia Capital Partners, LLC | 0.08% | New | 410 | $274K |
| Financial Sense Advisors, Inc. | 0.06% | Reduce -9.9% | 409 | $274K |
| Mills Wealth Advisors LLC | 0.11% | Reduce -1.7% | 408 | $273K |
| Eaton-Cambridge Inc. | 0.10% | Reduce -20.6% | 408 | $273K |
| Portus Wealth Advisors, LLC | 0.27% | — | 408 | $273K |
| Robinson Smith Wealth Advisors LLC | 0.20% | Reduce -9.2% | 407 | $272K |
| Schwallier Wealth Management LLC | 0.17% | Add +0.3% | 406 | $272K |
| Red Mountain Financial, LLC | 0.28% | Add +0.3% | 406 | $272K |
| Abich Financial Wealth Management LLC | 0.10% | — | 406 | $272K |
| Primoris Wealth Advisors, LLC | 0.17% | New | 405 | $271K |
| Warner Group LLC | 0.19% | — | 405 | $271K |
| Heritage Investors Management Corp. | 0.01% | Reduce -9.0% | 404 | $270K |
| Midwest Financial Group LLC | 0.13% | No change | 403 | $270K |
| GoalVest Advisory LLC | 0.06% | Add +14.5% | 403 | $270K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Reduce -38.0% | 401 | $268K |
| Adamsbrown Wealth Consultants LLC | 0.07% | Add +9.3% | 400 | $268K |
| American Asset Management Inc. | 0.24% | No change | 400 | $268K |
| Aull & Monroe Investment Management Corp | 0.14% | No change | 400 | $268K |
| One Plus One Wealth Management, LLC | 0.13% | No change | 400 | $268K |
| Core Alternative Capital | 0.08% | Reduce -44.8% | 400 | $268K |
| Provident Wealth Management, LLC | 0.08% | Reduce -1.2% | 399 | $267K |
| WoodTrust Financial Corp | 0.03% | No change | 399 | $267K |
| Graney & King, LLC | 0.18% | Reduce -2.2% | 397 | $266K |
| Riverview Capital Advisers, LLC | 0.08% | No change | 396 | $265K |
| RFG Holdings, Inc. | 0.07% | Add +0.3% | 396 | $265K |
| Echo45 Advisors LLC | 0.15% | New | 395 | $264K |
| Clark Wealth Partners | 0.16% | Add +29.6% | 385 | $264K |
| Seamount Financial Group Inc. | 0.12% | Add +11.7% | 393 | $263K |
| Sterling Financial Group, Inc. | 0.08% | No change | 393 | $263K |
| Inlet Private Wealth, LLC | 0.06% | New | 393 | $263K |
| Partners Wealth Management, LLC | 0.26% | Reduce -10.7% | 392 | $263K |
| Stordahl Capital Management, Inc. | 0.06% | No change | 392 | $262K |
| Verisail Partners, LLC | 0.11% | Reduce -15.1% | 389 | $260K |
| Horizon Advisory Services, Inc. | 0.13% | No change | 388 | $260K |
| Hidden Cove Wealth Management, LLC | 0.17% | New | 387 | $259K |
| 626 Financial, LLC | 0.11% | No change | 387 | $259K |
| Dumont & Blake Investment Advisors LLC | 0.06% | Reduce -1.3% | 386 | $258K |
| Advisors Management Group Inc. | 0.05% | Reduce -7.7% | 386 | $258K |
| IMG Wealth Management, Inc. | 0.17% | Add +2.1% | 385 | $258K |
| Merrion Investment Management Co, LLC | 0.15% | No change | 382 | $256K |
| Kellett Wealth Advisors, LLC | 0.15% | Add +15.2% | 380 | $254K |
| Thompson Davis & Co., Inc. | 0.16% | No change | 379 | $254K |
| Claris Financial LLC | 0.14% | New | 378 | $253K |
| Braun-Bostich & Associates Inc. | 0.16% | Reduce -4.8% | 378 | $253K |
| Altrius Capital Management Inc | 0.06% | Reduce -9.3% | 378 | $253K |
| Darden Wealth Group Inc | 0.13% | New | 377 | $253K |
| Nichols & Pratt Advisers LLP | 0.02% | No change | 377 | $252K |
| 4WEALTH Advisors, Inc. | 0.23% | Add +0.3% | 377 | $252K |
| Prosperitas Financial LLC | 0.10% | Reduce -5.1% | 375 | $251K |
| Morgan Dempsey Capital Management LLC | 0.11% | No change | 375 | $251K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -5.1% | 375 | $251K |
| First Fiduciary Investment Counsel, Inc. | 0.05% | Reduce -11.2% | 371 | $248K |
| AJ Advisors, LLC | 0.10% | Add +0.3% | 369 | $247K |
| Wallace Capital Management Inc. | 0.03% | No change | 368 | $247K |
| Dupree Financial Group, LLC | 0.10% | Add +3.4% | 368 | $246K |
| Rise Advisors, LLC | 0.09% | Reduce -1.9% | 368 | $246K |
| Abbot Financial Management, Inc. | 0.11% | No change | 368 | $246K |
| Ironvine Capital Partners, LLC | 0.02% | Add +0.6% | 368 | $246K |
| Farnam Financial LLC | 0.19% | Add +0.3% | 368 | $246K |
| Main Management LLC | 0.02% | Add +23.9% | 368 | $246K |
| Family Investment Center, Inc. | 0.05% | Reduce -1.6% | 367 | $246K |
| Patrick M Sweeney & Associates, Inc. | 0.16% | No change | 365 | $244K |
| Westend Capital Management, LLC | 0.07% | No change | 363 | $243K |
| Ridgeline Wealth, LLC | 0.18% | Reduce -0.8% | 363 | $243K |
| Luminvest Wealth Management LLC | 0.08% | New | 362 | $243K |
| Opinicus Capital, Inc. | 0.17% | Reduce -0.3% | 362 | $242K |
| LaFleur & Godfrey LLC | 0.03% | Reduce -0.3% | 362 | $242K |
| Carmel Capital Partners, LLC | 0.10% | No change | 360 | $241K |
| Aft, Forsyth & Company, Inc. | 0.12% | No change | 359 | $241K |
| Plotkin Financial Advisors, LLC | 0.12% | No change | 359 | $240K |
| Professional Financial Advisors, LLC | 0.05% | No change | 358 | $240K |
| Shelton Wealth Management, LLC | 0.11% | New | 357 | $239K |
| United Wealth Management, LLC | 0.06% | Add +10.2% | 356 | $239K |
| Summa Corp. | 0.10% | Reduce -36.0% | 355 | $238K |
| Fidelity D & D Bancorp Inc. | 0.13% | No change | 354 | $237K |
| NDVR, Inc. | 0.20% | No change | 352 | $236K |
| Hurlow Wealth Management Group, Inc. | 0.06% | No change | 352 | $236K |
| Blue Square Asset Management, LLC | 0.10% | No change | 350 | $234K |
| Phoenix Financial Ltd. | 0.00% | No change | 349 | $234K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.22% | Reduce -15.7% | 348 | $233K |
| CWC Advisors, LLC. | 0.11% | Add +2.4% | 347 | $232K |
| Concentrum Wealth Management | 0.07% | Add +0.6% | 347 | $232K |
| Legacy Capital Group California, Inc. | 0.06% | No change | 346 | $232K |
| Baron Wealth Management LLC | 0.08% | No change | 346 | $232K |
| Northstar Group, Inc. | 0.04% | No change | 345 | $231K |
| Columbia Advisory Partners LLC | 0.16% | Add +2.4% | 344 | $230K |
| Future Fund LLC | 0.08% | No change | 344 | $230K |
| Vienna Asset Management LLC | 0.14% | Add +0.3% | 342 | $229K |
| Moseley Investment Management Inc. | 0.07% | No change | 341 | $228K |
| Hamilton Wealth, LLC | 0.05% | Reduce -49.0% | 341 | $228K |
| United Asset Strategies, Inc. | 0.02% | Reduce -13.0% | 341 | $228K |
| Brown Financial Advisors | 0.08% | New | 340 | $228K |
| Spectrum Planning & Advisory Services Inc. | 0.13% | Add +3.7% | 339 | $227K |
| Byrne Asset Management LLC | 0.16% | Reduce -9.1% | 338 | $226K |
| Vannoy Advisory Group, Inc. | 0.15% | No change | 336 | $225K |
| Tevis Investment Management | 0.14% | Reduce -12.7% | 336 | $225K |
| Tiller Private Wealth, Inc. | 0.08% | New | 336 | $225K |
| Strategic Advocates LLC | 0.06% | New | 336 | $225K |
| Friedenthal Financial | 0.12% | Add +47.6% | 335 | $224K |
| Nicholson Wealth Management Group, LLC | 0.13% | No change | 335 | $224K |
| Quantum Financial Planning Services, Inc. | 0.09% | Reduce -15.8% | 335 | $224K |
| Ferguson Shapiro LLC | 0.07% | No change | 334 | $224K |
| Gordian Advisors LLC | 0.15% | Add +0.3% | 333 | $223K |
| Wynn Capital, LLC | 0.11% | No change | 331 | $222K |
| McGrath & Associates, Inc. | 0.33% | No change | 330 | $221K |
| Financial Connections Group, Inc. | 0.09% | No change | 331 | $221K |
| DMC Group, LLC | 0.15% | Reduce -3.5% | 330 | $221K |
| Cooper Capital Advisors LLC | 0.14% | No change | 329 | $220K |
| McGowan Group Asset Management, Inc. | 0.03% | No change | 329 | $220K |
| Jacobs & Co. | 0.02% | No change | 329 | $220K |
| Blue Chip Partners, LLC | 0.02% | Reduce -10.4% | 328 | $220K |
| Gunderson Capital Management LLC | 0.08% | New | 328 | $220K |
| Bridgewealth Advisory Group, LLC | 0.05% | No change | 328 | $220K |
| Nautilus Advisors LLC | 0.15% | New | 327 | $219K |
| Towerpoint Wealth, LLC | 0.09% | Reduce -0.3% | 327 | $219K |
| Nova Wealth Management, Inc. | 0.15% | Reduce -22.8% | 326 | $218K |
| Riggs Asset Managment Co. Inc. | 0.05% | Reduce -4.4% | 326 | $218K |
| Yousif Capital Management, LLC | 0.00% | No change | 325 | $218K |
| APS Management Group, Inc. | 0.19% | — | 324 | $217K |
| Beacon Harbor Wealth Advisors, Inc. | 0.05% | New | 324 | $217K |
| Paragon Private Wealth Management, LLC | 0.07% | No change | 323 | $216K |
| Mattern Capital Management, LLC | 0.03% | New | 322 | $216K |
| Murphy & Mullick Capital Management Corp | 0.16% | No change | 321 | $215K |
| Schiavi & Co LLC | 0.07% | Reduce -47.1% | 320 | $214K |
| MayTech Global Investments, LLC | 0.02% | New | 319 | $214K |
| TKG Advisors, LLC | 0.09% | New | 318 | $213K |
| Kingsman Wealth Management, Inc. | 0.12% | New | 318 | $213K |
| Altura Wealth Advisors Inc. | 0.10% | Reduce -49.5% | 317 | $212K |
| Burt Wealth Advisors | 0.05% | New | 315 | $211K |
| Base Wealth Management LLC | 0.12% | New | 314 | $210K |
| Court Place Advisors, LLC | 0.06% | New | 314 | $210K |
| Websterrogers Financial Advisors, LLC | 0.06% | New | 313 | $210K |
| Valpey Financial Services, LLC | 0.14% | New | 313 | $209K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 313 | $209K |
| Capstone Wealth Management Group LLC | 0.13% | New | 312 | $209K |
| Wolff Financial Management LLC | 0.05% | New | 312 | $209K |
| Stephens Consulting, LLC | 0.07% | Reduce -80.7% | 310 | $207K |
| Masso Torrence Wealth Management Inc. | 0.09% | New | 309 | $207K |
| Presilium Private Wealth, LLC | 0.04% | New | 308 | $206K |
| Quarry Hill Advisors, LLC | 0.11% | New | 308 | $206K |
| OneAscent Wealth Management LLC | 0.07% | New | 308 | $206K |
| Capstone Capital LLC | 0.14% | New | 307 | $205K |
| Bravias Capital Group, LLC | 0.14% | Reduce -34.0% | 306 | $205K |
| Albion Financial Group | 0.01% | Add +1933.3% | 305 | $204K |
| MontVue Capital Management, Inc. | 0.14% | New | 304 | $203K |
| ARK & TLK Investments, LLC | 0.06% | New | 304 | $203K |
| Cherrydale Wealth Management, LLC | 0.06% | New | 304 | $203K |
| Prism Advisors, Inc. | 0.05% | New | 302 | $202K |
| Hartford Funds Management Co LLC | 0.02% | Reduce -37.9% | 302 | $202K |
| Paradigm Capital Management, LLC | 0.20% | Reduce -12.8% | 301 | $202K |
| Blackston Financial Advisory Group, LLC | 0.12% | New | 301 | $201K |
| Evergreen Private Wealth LLC | 0.08% | No change | 301 | $201K |
| Aberdeen Wealth Management LLC | 0.13% | No change | 300 | $201K |
| Powell Investment Advisors, LLC | 0.07% | Reduce -17.0% | 298 | $199K |
| AllSquare Wealth Management LLC | 0.10% | No change | 297 | $199K |
| Anfield Capital Management, LLC | 0.06% | No change | 292 | $195K |
| Clarity Asset Management, Inc. | 0.11% | Reduce -40.5% | 287 | $192K |
| Bellevue Asset Management, LLC | 0.09% | Reduce -1.7% | 285 | $191K |
| Stuart Chaussee & Associates, Inc. | 0.04% | No change | 282 | $189K |
| Millstone Evans Group, LLC | 0.12% | Reduce -5.2% | 274 | $183K |
| Perkins Coie Trust Co | 0.03% | No change | 273 | $183K |
| Kentucky Trust Co | 0.10% | No change | 270 | $181K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 267 | $179K |
| LFA - Lugano Financial Advisors SA | 0.09% | No change | 257 | $172K |
| Covestor Ltd | 0.09% | Add +16.6% | 253 | $170K |
| Wolff Wiese Magana LLC | 0.10% | Reduce -0.4% | 251 | $168K |
| Mill Capital Management, LLC | 0.01% | No change | 250 | $167K |
| Weaver Capital Management LLC | 0.04% | Add +0.4% | 243 | $163K |
| Morse Asset Management, Inc | 0.03% | Reduce -10.4% | 240 | $161K |
| Smallwood Wealth Investment Management, LLC | 0.08% | Reduce -2.1% | 238 | $160K |
| Arjuna Capital | 0.04% | Reduce -6.3% | 238 | $159K |
| Belvedere Trading LLC | 0.01% | Reduce -30.7% | 237 | $159K |
| ROSS\JOHNSON & Associates LLC | 2.94% | Add +7.4% | 233 | $156K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 227 | $152K |
| Financial Freedom, LLC | 0.07% | Add +2.3% | 221 | $148K |
| Compass Financial Services Inc | 0.07% | Add +33.3% | 220 | $147K |
| Cetera Trust Company, N.A | 0.08% | No change | 210 | $141K |
| IMA Advisory Services, Inc. | 0.01% | No change | 209 | $141K |
| Costello Asset Management, INC | 0.04% | No change | 199 | $133K |
| Insight Inv LLC | 0.08% | No change | 196 | $131K |
| MPWM Advisory Solutions, LLC | 0.08% | Add +9.1% | 191 | $128K |
| Your Advocates Ltd., LLP | 0.04% | Add +314.5% | 572 | $121K |
| Global Trust Asset Management, LLC | 0.05% | Add +5.9% | 180 | $120K |
| Quaker Wealth Management, LLC | 0.04% | No change | 177 | $118K |
| North Capital, Inc. | 0.09% | Add +0.6% | 177 | $118K |
| Rakuten Securities, Inc. | 0.04% | Reduce -20.2% | 174 | $116K |
| Topsail Wealth Management, LLC | 0.02% | No change | 174 | $116K |
| Godsey & Gibb, Inc. | 0.01% | Add +41.8% | 173 | $116K |
| Elevate Wealth Advisory, Inc. | 0.08% | Reduce -42.6% | 171 | $114K |
| Heartland Advisors Inc. | 0.01% | New | 169 | $113K |
| Prudent Man Investment Management, Inc. | 0.06% | No change | 191 | $112K |
| Robinswood Financial LLC | 0.04% | Reduce -9.2% | 167 | $112K |
| Game Plan Financial Advisors, LLC | 0.05% | No change | 166 | $111K |
| Alexis Investment Partners, LLC | 0.01% | New | 166 | $111K |
| Kopp Family Office, LLC | 0.07% | No change | 159 | $106K |
| Park Square Financial Group, LLC | 0.45% | Reduce -18.2% | 157 | $105K |
| Private Wealth Management Group, LLC | 0.03% | No change | 154 | $103K |
| Rice Partnership, LLC | 0.01% | Add +30.4% | 146 | $98K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.03% | No change | 143 | $96K |
| Legal & General Group Plc | 0.00% | Reduce -88.3% | 140 | $94K |
| Aviso Financial Inc. | 0.00% | No change | 140 | $94K |
| Accredited Wealth Management, LLC | 0.07% | Add +7302.2% | 10,215 | $92K |
| Wealth Preservation Advisors, LLC | 0.05% | No change | 135 | $90K |
| Missouri Trust & Investment Co | 0.03% | No change | 133 | $89K |
| Strategic Investment Management, LLC | 0.05% | No change | 132 | $88K |
| Adirondack Trust Co. | 0.03% | No change | 131 | $88K |
| Creative Capital Management Investments LLC | 0.03% | No change | 129 | $86K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -7.4% | 125 | $84K |
| Conquis Financial LLC | 0.08% | New | 123 | $82K |
| Legacies Wealth LLC | 0.05% | No change | 113 | $76K |
| WFA Asset Management Corp | 0.04% | Reduce -31.8% | 129 | $75K |
| Hartford Financial Management Inc. | 0.02% | No change | 107 | $72K |
| Ulland Investment Advisors, LLC | 0.05% | Add +87.3% | 103 | $69K |
| Texas Capital Bancshares Inc | 0.03% | New | 102 | $68K |
| Evolution Advisers, Inc. | 0.03% | No change | 100 | $67K |
| Blume Capital Management, Inc. | 0.01% | Reduce -48.7% | 100 | $67K |
| Hager Investment Management Services, LLC | 0.04% | No change | 99 | $66K |
| Perritt Capital Management Inc | 0.03% | Reduce -33.1% | 99 | $66K |
| Inlight Wealth Management, LLC | 0.03% | No change | 97 | $65K |
| WestEnd Advisors, LLC | 0.00% | Add +5.5% | 96 | $64K |
| Thompson Investment Management, Inc. | 0.01% | No change | 96 | $64K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 95 | $64K |
| Knuff & Co LLC | 0.02% | Reduce -5.0% | 95 | $64K |
| Horizon Bancorp Inc. | 0.03% | No change | 94 | $63K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 94 | $62K |
| Winnacle Wealth LLC | 0.05% | New | 91 | $61K |
| Chesapeake Asset Management LLC | 0.05% | No change | 91 | $61K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 78 | $52K |
| Kennebec Savings Bank | 0.04% | No change | 69 | $46K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 67 | $45K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -16.2% | 62 | $41K |
| Tower View Wealth Management LLC | 0.02% | Reduce -10.1% | 62 | $41K |
| Affinity Wealth LLC | 0.03% | Add +154.2% | 61 | $41K |
| Eukles Asset Management | 0.02% | No change | 59 | $39K |
| Imprint Wealth LLC | 0.12% | — | 58 | $39K |
| Sittner & Nelson, LLC | 0.01% | No change | 57 | $38K |
| Marquette Asset Management, LLC | 0.01% | No change | 52 | $35K |
| Pflug Koory, LLC | 0.02% | No change | 48 | $32K |
| Cheviot Value Management, LLC | 0.00% | No change | 46 | $32K |
| Nvwm, LLC | 0.01% | Reduce -30.5% | 41 | $27K |
| Birchbrook, Inc. | 0.01% | No change | 40 | $27K |
| Citizens National Bank Trust Department | 0.00% | No change | 40 | $27K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 37 | $25K |
| Burkett Financial Services, LLC | 0.01% | No change | 37 | $25K |
| Sawyer & Company, Inc | 0.01% | Reduce -11.1% | 32 | $20K |
| Curio Wealth, LLC | 0.01% | No change | 28 | $19K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 28 | $19K |
| 10Elms LLP | 0.02% | No change | 26 | $17K |
| WealthCollab, LLC | 0.01% | No change | 24 | $16K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 24 | $16K |
| GS Investments, Inc. | 0.01% | No change | 24 | $16K |
| Bridge Generations Wealth Management LLC | 0.01% | No change | 22 | $15K |
| Longview Financial Advisors LLC | 0.01% | No change | 22 | $15K |
| Asset Planning,Inc | 0.01% | No change | 22 | $15K |
| Sellwood Investment Partners LLC | 0.01% | No change | 21 | $14K |
| Strive Asset Management, LLC | 0.01% | New | 20 | $13K |
| Viewpoint Capital Management LLC | 0.01% | New | 18 | $12K |
| Gables Capital Management Inc. | 0.00% | No change | 16 | $11K |
| Guerra Advisors Inc | 0.00% | New | 15 | $10K |
| Western Pacific Wealth Management, LP | 0.01% | Reduce -98.2% | 13 | $9K |
| Logan Capital Management Inc. | 0.00% | No change | 12 | $8K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 11 | $7K |
| Vision Financial Markets LLC | 0.01% | No change | 11 | $7K |
| Spurstone Advisory Services, LLC | 0.06% | No change | 6 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -99.8% | 5 | $3K |
| Ball & Co Wealth Management Inc. | 0.00% | No change | 3 | $2K |
| Chelsea Counsel Co. | 0.00% | New | 1 | $670 |
"% 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.