iShares Core S&P 500 ETFIVVETF
13F holders, Q4 2025 (December 31)4,021holders +339
119new positions
56sold out
10famous investors
$682.61avg. 13F price*
At the end of Q4 2025, 4,021 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 339 from Q3 2025. 119 opened new positions and 56 sold out. The largest holders were BlackRock, Inc. ($55.2B), Northwestern Mutual Wealth Management Co. ($23.2B) and Marshall Wace, LLP ($22.2B). 10 famous investors held it, including Ray Dalio (10.5% of Bridgewater Associates's portfolio), Israel Englander (7.4% of Millennium Management's portfolio) and Paul Tudor Jones (5.5% of Tudor Investment Corporation's portfolio).
- Company
- iShares Core S&P 500 ETF
- CUSIP
- 464287200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $13.1B |
| Exits | 56 | $1.6B |
All 13F filers, Q3 2025 → Q4 2025: 112,625,339 shares bought and 48,451,029 shares sold, net +64,174,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4,021 holders
| BlackRock, Inc. | 0.94% | Add +13.1% | 80,604,299 | $55.2B |
| Northwestern Mutual Wealth Management Co. | 14.66% | Add +1.2% | 33,837,717 | $23.2B |
| Marshall Wace, LLP | 21.58% | Add +17.9% | 32,452,900 | $22.2B |
| Royal Bank of Canada | 3.43% | Add +37.9% | 28,438,260 | $19.5B |
| Envestnet Asset Management Inc. | 5.35% | Reduce -7.8% | 26,342,326 | $18.0B |
| Morgan Stanley | 0.98% | Reduce -1.2% | 24,028,236 | $16.5B |
| Creative Planning | 11.27% | Add +1.1% | 22,993,006 | $15.7B |
| Bank of America Corp. | 1.08% | Add +27.7% | 21,696,475 | $14.9B |
| Wells Fargo & Company | 2.53% | Add +0.6% | 18,851,062 | $12.9B |
| Jones Financial Companies LLLP | 7.66% | Add +6.7% | 18,349,288 | $12.6B |
| Nisa Investment Advisors, LLC | 38.01% | Add +40.6% | 16,809,463 | $11.5B |
| PNC Financial Services Group, Inc. | 5.90% | Add +2.0% | 15,763,521 | $10.8B |
| Millennium Management | 7.37% | Add +93.3% | 14,494,278 | $9.9B |
| Goldman Sachs Group Inc. | 1.34% | Add +0.9% | 13,788,022 | $9.4B |
| Bank of New York Mellon Corp | 1.63% | Add +0.3% | 13,475,084 | $9.2B |
| JPMorgan Chase & Co. | 0.51% | Reduce -49.8% | 11,094,121 | $7.6B |
| LPL Financial LLC | 1.96% | Add +3.8% | 10,482,560 | $7.2B |
| Squarepoint Ops LLC | 14.52% | Add +27.2% | 10,478,051 | $7.2B |
| First Command Advisory Services, Inc. | 44.39% | Add +0.8% | 9,298,304 | $6.4B |
| Northern Trust Corp. | 0.81% | Add +6.0% | 9,242,290 | $6.3B |
| Allianz Asset Management GmbH | 6.54% | Add +242.8% | 8,324,104 | $5.7B |
| Schonfeld Strategic Advisors LLC | 28.23% | Add +3927.5% | 8,161,918 | $5.6B |
| Ameriprise Financial Inc. | 1.22% | Reduce -0.4% | 7,888,687 | $5.4B |
| Prudential Financial Inc. | 6.33% | Add +18.3% | 7,648,668 | $5.2B |
| Alberta Investment Management Corp | 31.95% | Add +33.4% | 7,006,862 | $4.8B |
| Truist Financial Corp. | 6.41% | Add +1.1% | 7,006,744 | $4.8B |
| Wealth Enhancement Advisory Services, LLC | 6.16% | Add +0.5% | 6,536,789 | $4.5B |
| Walleye Capital LLC | 27.65% | New | 6,616,070 | $4.5B |
| Alyeska Investment Group, L.P. | 12.12% | Add +1.8% | 6,266,876 | $4.3B |
| FMR LLC | 0.21% | Add +0.1% | 6,024,000 | $4.1B |
| US Bancorp \de | 4.60% | Reduce -4.9% | 5,727,682 | $3.9B |
| Mariner, LLC | 4.43% | Add +5.6% | 5,428,997 | $3.7B |
| Alliancebernstein L.P. | 1.14% | Add +1.3% | 5,259,028 | $3.6B |
| Raymond James Financial Inc. | 0.93% | Add +8.5% | 4,369,066 | $3.0B |
| Bridgewater Associates | 10.45% | Add +3.4% | 4,185,589 | $2.9B |
| National Pension Service | 2.09% | No change | 4,119,355 | $2.8B |
| Captrust Financial Advisors | 5.34% | Add +2.8% | 4,095,469 | $2.8B |
| Corient Private Wealth LP | 3.77% | Add +16.6% | 4,055,791 | $2.8B |
| Cetera Investment Advisers | 3.03% | Add +3.5% | 4,046,475 | $2.8B |
| Korea Investment CORP | 4.92% | Add +66.1% | 3,649,066 | $2.5B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 17.99% | No change | 3,581,847 | $2.5B |
| Bank of Nova Scotia | 3.41% | Add +64.5% | 3,345,592 | $2.3B |
| Asset Management One Co., Ltd. | 6.21% | Reduce -0.1% | 3,235,273 | $2.2B |
| UBS Group AG | 0.44% | Reduce -31.9% | 3,248,974 | $2.2B |
| Michael & Susan Dell Foundation | 75.69% | Add +1.3% | 3,187,927 | $2.2B |
| Envestnet Portfolio Solutions, Inc. | 7.58% | Add +2.9% | 3,152,922 | $2.2B |
| Keybank National Association | 7.73% | Add +1.1% | 3,151,754 | $2.2B |
| California State Teachers Retirement System | 2.03% | New | 2,958,300 | $2.0B |
| Kedalion Capital Management LLP | 48.59% | Add +21.1% | 2,889,500 | $2.0B |
| MKP Capital Management, L.L.C. | 68.04% | Add +43.9% | 2,790,672 | $1.9B |
| Bank of Montreal | 0.78% | Reduce -36.7% | 2,755,114 | $1.9B |
| Commonwealth Equity Services, LLC | 2.49% | Reduce -4.2% | 2,727,210 | $1.9B |
| HighTower Advisors, LLC | 2.01% | Add +2.8% | 2,689,285 | $1.8B |
| Wealthspire Advisors, LLC | 14.52% | Reduce -49.3% | 2,663,792 | $1.8B |
| Healthcare of Ontario Pension Plan Trust Fund | 3.09% | Add +1.4% | 2,649,231 | $1.8B |
| Macquarie Group Ltd. | 7.86% | Add +55.1% | 2,619,538 | $1.8B |
| Cerity Partners LLC | 2.54% | Add +10.3% | 2,547,714 | $1.7B |
| Choate Investment Advisors | 32.84% | Reduce -6.2% | 2,443,219 | $1.7B |
| Cresset Asset Management, LLC | 6.70% | Add +3.2% | 2,301,905 | $1.6B |
| Pathstone Holdings, LLC | 5.94% | Add +0.7% | 2,249,174 | $1.5B |
| BlueCrest Capital Management Ltd | 64.38% | New | 2,222,669 | $1.5B |
| Swiss Re Ltd. | 99.26% | — | 2,222,431 | $1.5B |
| AIA Group Ltd | 22.31% | Reduce -7.5% | 2,176,752 | $1.5B |
| Focus Partners Wealth | 1.64% | Add +26.0% | 2,096,127 | $1.4B |
| Verition Fund Management LLC | 7.31% | Add +25.0% | 1,880,628 | $1.3B |
| HSBC Holdings PLC | 0.73% | Add +248.6% | 1,871,052 | $1.3B |
| MML Investors Services, LLC | 3.08% | Add +3.8% | 1,847,391 | $1.3B |
| Principal Financial Group Inc. | 0.63% | Add +125.1% | 1,789,727 | $1.2B |
| Capstone Investment Advisors, LLC | 12.38% | Add +85.1% | 1,780,940 | $1.2B |
| Neuberger Berman Group LLC | 0.91% | Add +0.6% | 1,778,949 | $1.2B |
| MAI Capital Management | 6.86% | Reduce -0.1% | 1,730,714 | $1.2B |
| Barings LLC | 22.62% | Add +7.1% | 1,717,450 | $1.2B |
| Fifth Third Bancorp | 3.71% | Reduce -1.2% | 1,702,892 | $1.2B |
| Allianz SE | 14.96% | Add +3.4% | 1,696,376 | $1.2B |
| Jain Global LLC | 11.80% | Add +70.0% | 1,685,361 | $1.2B |
| Balyasny Asset Management L.P. | 2.21% | Add +0.4% | 1,653,813 | $1.1B |
| Fund Evaluation Group, LLC | 36.83% | Add +6.6% | 1,625,498 | $1.1B |
| Jasper Ridge Partners, L.P. | 24.53% | Reduce -0.8% | 1,616,483 | $1.1B |
| Osaic Holdings, Inc. | 1.61% | Reduce -6.1% | 1,604,461 | $1.1B |
| Fiduciary Trust Co | 12.14% | Reduce -1.2% | 1,559,079 | $1.1B |
| Constellation Investments, Inc. | 31.82% | Add +49.0% | 1,505,047 | $1.0B |
| Northwestern Mutual Investment Management Company, LLC | 12.02% | Add +6.9% | 1,504,300 | $1.0B |
| National Philanthropic Trust | 10.03% | Add +20.1% | 1,482,724 | $1.0B |
| Greenleaf Trust | 9.25% | Reduce -27.6% | 1,472,903 | $1.0B |
| Woodline Partners LP | 3.90% | New | 1,467,676 | $1.0B |
| Cwm, LLC | 2.67% | Add +6.0% | 1,435,788 | $983.4M |
| Freestone Grove Partners LP | 7.08% | Add +375.6% | 1,430,000 | $979.5M |
| Brown Advisory Inc. | 1.36% | Add +12.3% | 1,420,800 | $973.2M |
| Johnson Investment Counsel Inc. | 7.90% | Add +3.2% | 1,410,609 | $966.2M |
| Tudor Investment Corporation | 5.45% | Add +7089.9% | 1,396,792 | $956.7M |
| Municipal Employees' Retirement System of Michigan | 10.70% | Reduce -6.8% | 1,381,225 | $946.1M |
| Alaska Permanent Fund Corp | 58.85% | Add +0.4% | 1,323,000 | $919.5M |
| Blue Sparrow, LLC | 17.28% | — | 1,340,000 | $917.8M |
| Adventist Health System Sunbelt Healthcare Corp. | 27.25% | Add +69.7% | 1,336,134 | $915.2M |
| M&T Bank Corp | 2.88% | Add +0.8% | 1,309,001 | $896.6M |
| UNC Management Company, Inc. | 80.71% | Add +28.6% | 1,302,361 | $892.0M |
| Alesco Advisors, LLC, An ESL Co | 23.01% | Add +0.4% | 1,298,927 | $889.7M |
| Janney Montgomery Scott LLC | 2.01% | Add +6.5% | 1,277,205 | $874.8M |
| United Capital Financial Advisors, LLC | 5.26% | Add +48.9% | 1,271,953 | $871.2M |
| Johnson Financial Group, Inc. | 31.93% | Reduce 0.0% | 1,245,586 | $853.2M |
| Flputnam Investment Management Co. | 12.30% | Add +2.1% | 1,235,021 | $845.9M |
| Waverly Advisors, LLC | 6.61% | Add +4.4% | 1,191,579 | $816.2M |
| Bank of Korea | 35.30% | — | 1,176,987 | $806.2M |
| D. E. Shaw & Co. | 0.65% | New | 1,175,000 | $804.8M |
| Japan Science & Technology Agency | 14.73% | No change | 1,170,800 | $801.9M |
| Public Employees Retirement System of Ohio | 2.50% | Add +35.3% | 1,170,047 | $801.4M |
| Brown Brothers Harriman & Co. | 4.21% | Add +16.9% | 1,127,525 | $772.3M |
| Regions Financial Corp. | 4.87% | Reduce -1.3% | 1,109,966 | $760.3M |
| Rockefeller Capital Management L.P. | 1.33% | Add +29.8% | 1,081,941 | $741.1M |
| CI Investments Inc. | 3.20% | Reduce -85.4% | 1,064,173 | $728.9M |
| Dynasty Wealth Management, LLC | 7.14% | Add +17.1% | 1,061,013 | $726.7M |
| LMR Partners LLP | 9.07% | Add +593.3% | 1,040,000 | $712.3M |
| Comerica Bank | 2.82% | Add +1.6% | 1,029,808 | $705.4M |
| Simplify Asset Management Inc. | 11.38% | Add +1.6% | 1,010,106 | $691.9M |
| Cambridge Investment Research Advisors, Inc. | 1.81% | Reduce -1.0% | 997,615 | $683.3M |
| Assetmark, Inc. | 1.38% | Add +511.1% | 988,047 | $676.8M |
| Bessemer Group Inc. | 1.02% | Reduce -6.1% | 966,561 | $662.0M |
| Baird Financial Group, Inc. | 1.01% | Add +18.2% | 943,724 | $646.4M |
| Thrivent Financial for Lutherans | 1.16% | Reduce -0.1% | 927,131 | $638.4M |
| Franklin Resources Inc. | 0.16% | Add +1.5% | 920,566 | $630.7M |
| Park Avenue Securities LLC | 5.20% | Add +2.6% | 895,413 | $613.3M |
| Nationwide Fund Advisors | 25.45% | Reduce -2.8% | 867,801 | $594.4M |
| Partners Capital Investment Group, LLP | 22.14% | Add +12.8% | 867,648 | $594.3M |
| Circle Wealth Management, LLC | 9.13% | Add +14.2% | 864,965 | $592.4M |
| Parallel Advisors, LLC | 10.48% | Add +2.0% | 834,790 | $571.8M |
| BNP Paribas Financial Markets | 0.36% | Reduce -74.1% | 824,931 | $565.0M |
| FIL Ltd | 0.41% | Reduce -12.7% | 807,627 | $553.2M |
| NewEdge Advisors, LLC | 2.00% | Add +14.0% | 803,369 | $550.3M |
| Schroder Investment Management Group | 0.41% | Reduce -8.1% | 785,208 | $541.7M |
| Coldstream Capital Management Inc. | 6.96% | Add +4.2% | 781,814 | $535.5M |
| &partners | 2.78% | Add +7.7% | 774,856 | $531.0M |
| Quotient Wealth Partners, LLC | 13.88% | Add +31.0% | 761,651 | $521.7M |
| Farther Finance Advisors, LLC | 5.59% | Add +27.5% | 759,861 | $520.5M |
| Sumitomo Life Insurance Co. | 14.09% | Add +369.4% | 751,000 | $514.4M |
| BW Gestao de Investimentos Ltda. | 17.84% | Add +376.7% | 738,842 | $506.1M |
| Haverford Trust Co | 4.47% | Add +54.4% | 731,349 | $500.9M |
| Mercer Global Advisors Inc. | 0.75% | Add +7.8% | 713,159 | $489.2M |
| Tidal Investments LLC | 2.02% | Add +10.7% | 703,368 | $481.8M |
| P/E Global LLC | 34.52% | New | 699,413 | $479.1M |
| Kestra Advisory Services, LLC | 1.96% | Add +5.2% | 694,671 | $475.8M |
| UMB Bank, n.a. | 6.28% | Add +5.3% | 689,788 | $472.5M |
| Stifel Financial Corp. | 0.42% | Add +5.0% | 683,931 | $468.5M |
| Truepoint, Inc. | 10.52% | Add +2.7% | 682,349 | $467.4M |
| Leith Wheeler Investment Counsel Ltd. | 34.66% | Reduce -6.6% | 674,149 | $461.8M |
| Freestone Capital Holdings, LLC | 13.61% | Add +1.3% | 670,026 | $458.9M |
| Heritage Wealth Advisors | 17.33% | Add +1.0% | 662,356 | $453.7M |
| Equitable Holdings, Inc. | 3.02% | Reduce -0.1% | 644,891 | $441.7M |
| Matson Money. Inc. | 13.86% | Add +2.2% | 640,430 | $438.7M |
| Teacher Retirement System of Texas | 1.50% | Add +27.7% | 632,560 | $433.3M |
| Avidian Wealth Enterprises, LLC | 15.77% | Add +2.2% | 632,445 | $433.2M |
| Swan Global Investments, LLC | 20.44% | Reduce -13.3% | 629,609 | $431.2M |
| Evoke Wealth, LLC | 8.28% | Reduce -1.5% | 628,619 | $430.6M |
| Aspiriant, LLC | 12.36% | Add +4.9% | 627,909 | $430.1M |
| Cahaba Wealth Management, Inc. | 29.79% | Add +2.0% | 624,708 | $427.9M |
| Steward Partners Investment Advisory, LLC | 2.34% | Add +0.5% | 622,585 | $426.4M |
| CKW Financial Group | 46.16% | Reduce -1.3% | 621,471 | $425.7M |
| Main Management Fund Advisors LLC | 38.56% | Add +9.6% | 617,500 | $422.9M |
| Capula Management Ltd | 2.75% | Reduce -94.1% | 616,758 | $422.4M |
| Sigma Investment Counselors Inc. | 20.97% | Reduce -8.1% | 602,552 | $412.7M |
| Genworth Financial Inc | 92.41% | No change | 601,470 | $412.0M |
| Tiaa Trust, National Association | 0.97% | Reduce -6.6% | 593,551 | $406.5M |
| WealthNavi Inc. | 3.41% | Add +12.5% | 563,199 | $385.8M |
| Orgel Wealth Management, LLC | 8.42% | Add +1.8% | 557,287 | $381.7M |
| Apollo Management Holdings, L.P. | 4.44% | New | 551,725 | $377.9M |
| OP Asset Management Ltd | 4.44% | No change | 546,238 | $374.1M |
| Legacy Wealth Management, LLC | 21.49% | Add +1.3% | 544,435 | $372.9M |
| Journey Strategic Wealth LLC | 9.80% | Add +5.7% | 544,345 | $372.8M |
| Man Group plc | 0.72% | New | 540,865 | $370.5M |
| Moneta Group Investment Advisors LLC | 2.80% | Add +0.5% | 540,665 | $370.3M |
| Ritholtz Wealth Management | 6.69% | Reduce -1.8% | 535,002 | $366.4M |
| Clark Capital Management Group, Inc. | 2.24% | Add +2.0% | 532,101 | $364.5M |
| State Street Corp. | 0.01% | Reduce -3.6% | 527,029 | $361.0M |
| Bank of Finland | 24.84% | Add +0.4% | 522,156 | $357.6M |
| Fort Washington Investment Advisors Inc. | 1.90% | Add +2.1% | 520,330 | $356.4M |
| Nissay Asset Management Corp. /Japan | 1.85% | Reduce -20.2% | 519,061 | $355.5M |
| Klingman & Associates, LLC | 16.99% | Add +1.3% | 514,195 | $352.2M |
| Susquehanna International Group, LLP | 0.48% | Add +894.6% | 509,843 | $349.2M |
| Orion Porfolio Solutions, LLC | 2.56% | Add +13.9% | 508,713 | $348.4M |
| AE Wealth Management LLC | 1.99% | Add +8.6% | 506,948 | $347.2M |
| Fifth Third Wealth Advisors LLC | 12.17% | Add +2.7% | 506,654 | $347.0M |
| Midland Wealth Advisors, LLC | 17.90% | Add +7.1% | 502,104 | $343.9M |
| Halbert Hargrove Global Advisors, LLC | 16.40% | Reduce -0.3% | 500,569 | $342.9M |
| Charter Oak Capital Management, LLC | 25.75% | Reduce -2.8% | 492,966 | $337.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.93% | Add +0.1% | 491,069 | $336.4M |
| Ally Invest Advisors Inc. | 23.17% | Add +0.8% | 490,212 | $335.8M |
| Blair William & Co. | 0.90% | Add +9.4% | 488,420 | $334.5M |
| Hantz Financial Services, Inc. | 4.81% | Add +28.1% | 476,729 | $326.5M |
| Zions Bancorporation, National Association | 15.05% | Add +21.9% | 475,585 | $325.7M |
| Traphagen Investment Advisors LLC | 26.66% | Add +2.2% | 472,993 | $324.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1.90% | New | 467,000 | $319.9M |
| GR Financial Group, LLC | 70.89% | Reduce -0.5% | 460,626 | $315.5M |
| Citizens Financial Group Inc. | 4.20% | Add +4.8% | 457,655 | $313.5M |
| Sanctuary Advisors, LLC | 1.70% | Add +40.4% | 453,493 | $310.6M |
| Norinchukin Bank, The | 3.58% | No change | 448,980 | $307.5M |
| Adventist Health System/ West | 51.65% | New | 448,668 | $307.3M |
| Lido Advisors, LLC | 1.22% | Add +9.3% | 452,587 | $307.2M |
| Toronto Dominion Bank | 0.54% | Add +4710.1% | 442,045 | $302.8M |
| Manufacturers Life Insurance Company, The | 0.25% | Reduce -32.6% | 440,466 | $301.7M |
| Fragasso Financial Advisors Inc | 18.16% | Add +2.5% | 437,911 | $299.9M |
| Sun Life Financial Inc. | 15.67% | Reduce -6.2% | 435,931 | $298.6M |
| Whittier Trust Co. | 3.22% | Add +0.4% | 428,003 | $297.4M |
| Clearstead Advisors, LLC | 3.74% | Reduce -1.1% | 432,901 | $296.5M |
| Prosperity Consulting Group, LLC | 13.30% | Add +16.4% | 431,739 | $295.7M |
| Hirtle & Co., LLC | 11.38% | Add +4.3% | 431,704 | $295.7M |
| CIBC Private Wealth Group LLC | 0.50% | Add +1.0% | 430,620 | $294.9M |
| SummitTX Capital, L.P. | 8.94% | Add +11.8% | 430,000 | $294.5M |
| LBMC Investment Advisors, LLC | 18.14% | Reduce -0.9% | 427,413 | $292.8M |
| AQR Capital Management | 0.15% | Add +48.6% | 418,152 | $286.4M |
| Beacon Pointe Advisors, LLC | 2.00% | Add +6.5% | 415,572 | $284.6M |
| Planning Alternatives Ltd. | 35.76% | Reduce -1.3% | 414,533 | $283.9M |
| Toews Corp. | 41.24% | Reduce -0.7% | 414,000 | $283.6M |
| Robinhood Asset Management, LLC | 22.54% | — | 412,993 | $282.9M |
| Gotham Asset Management | 1.02% | Add +6.5% | 407,700 | $279.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.66% | Reduce -10.3% | 403,913 | $276.7M |
| Wealthspire Retirement, LLC | 16.79% | Add +0.7% | 403,209 | $276.2M |
| Bleakley Financial Group, LLC | 4.78% | Add +199.6% | 402,455 | $275.7M |
| Wellspring Financial Advisors, LLC | 21.57% | Reduce -1.2% | 398,267 | $272.8M |
| Prudential PLC | 2.16% | Reduce -2.8% | 393,342 | $269.4M |
| Two Sigma Investments, LP | 0.42% | Reduce -21.6% | 392,760 | $269.0M |
| Hancock Whitney Corp. | 4.80% | Add +2.5% | 388,718 | $266.2M |
| Taiyo Life Insurance Co. | 22.60% | No change | 385,475 | $264.0M |
| Private Advisor Group, LLC | 1.24% | Add +1.1% | 385,117 | $263.8M |
| Farmers & Merchants Investments Inc. | 7.20% | Add +0.1% | 380,174 | $260.4M |
| Steele Capital Management, Inc. | 11.09% | Add +0.6% | 377,396 | $258.5M |
| Goldentree Asset Management LP | 14.03% | New | 376,000 | $257.5M |
| USS Investment Management Ltd | 1.27% | Reduce -62.5% | 373,967 | $256.1M |
| RKL Wealth Management LLC | 20.84% | Reduce -2.4% | 370,634 | $253.9M |
| Readystate Asset Management LP | 19.39% | New | 369,000 | $252.7M |
| Provida Pension Fund Administrator | 4.34% | Reduce -56.1% | 366,031 | $250.7M |
| Ballentine Partners, LLC | 3.52% | Add +0.2% | 365,845 | $250.6M |
| Ashford Advisors, LLC | 54.86% | Reduce -1.5% | 365,804 | $250.6M |
| Missouri Education Pension Trust | 71.44% | — | 364,437 | $249.6M |
| JNBA Financial Advisors | 21.80% | Add +3.4% | 364,404 | $249.6M |
| First Hawaiian Bank | 33.03% | Reduce -7.3% | 362,412 | $248.2M |
| BSN CAPITAL PARTNERS Ltd | 11.64% | New | 364,602 | $247.0M |
| Wellington Management Group LLP | 0.04% | Add +0.8% | 358,706 | $245.7M |
| Quantinno Capital Management LP | 0.49% | Add +44.1% | 353,008 | $241.8M |
| Crestwood Advisors Group, LLC | 4.00% | Add +51.4% | 350,929 | $240.4M |
| Stratos Wealth Partners, LTD. | 2.67% | Add +1.0% | 342,723 | $234.7M |
| Analyst IMS Investment Management Services Ltd. | 6.76% | Reduce -6.3% | 338,605 | $231.9M |
| Daido Life Insurance Co. | 32.32% | Reduce -9.3% | 335,437 | $229.8M |
| Legacy Private Trust Co. | 13.44% | Add +1.1% | 333,049 | $228.1M |
| Endurance Services Ltd | 40.32% | Add +0.1% | 332,601 | $227.8M |
| TFC Financial Management, Inc. | 28.47% | Reduce -1.0% | 331,468 | $227.0M |
| Sofi Wealth, LLC | 11.28% | Add +4.8% | 330,274 | $226.2M |
| Allspring Global Investments Holdings, LLC | 0.36% | Reduce -5.2% | 327,967 | $225.0M |
| Lazard Asset Management LLC | 0.38% | Add +5.9% | 325,676 | $223.1M |
| Apollon Wealth Management, LLC | 3.80% | Add +1.7% | 319,880 | $219.1M |
| Tarbox Family Office, Inc. | 34.79% | Reduce -10.0% | 315,708 | $216.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.13% | Add +15.8% | 312,943 | $214.3M |
| Linscomb Wealth, Inc. | 8.86% | Reduce -0.7% | 308,181 | $211.1M |
| Glenview Trust Co | 3.23% | Add +0.1% | 305,206 | $209.0M |
| True Link Financial Advisors, LLC | 12.65% | Add +0.2% | 303,938 | $208.2M |
| Heck Capital Advisors, LLC | 15.37% | Add +6.2% | 301,140 | $206.3M |
| Allstate Corp. | 2.81% | Add +1.2% | 300,229 | $205.6M |
| Gryphon Financial Partners LLC | 21.83% | Reduce -0.8% | 297,909 | $204.0M |
| Element Pointe Advisors, LLC | 39.10% | Add +13.9% | 295,328 | $202.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.54% | Add +11.5% | 295,377 | $202.3M |
| Principal Securities, Inc. | 3.12% | Add +9.8% | 295,252 | $202.2M |
| Sigma Planning Corp | 5.55% | Add +0.2% | 293,582 | $201.1M |
| Lowe Brockenbrough & Co. Inc. | 9.80% | Add +8.6% | 290,714 | $199.1M |
| NorthCoast Asset Management LLC | 4.41% | Reduce -49.3% | 290,483 | $199.0M |
| Soundwatch Capital LLC | 30.85% | Add +6.4% | 290,366 | $198.9M |
| Vantagepoint Investment Advisers LLC | 1.60% | Reduce -0.7% | 289,946 | $198.6M |
| First Foundation Advisors | 7.46% | Reduce -1.2% | 288,891 | $197.9M |
| Federation des caisses Desjardins du Quebec | 0.76% | Add +6.1% | 288,691 | $197.7M |
| Merit Financial Group, LLC | 1.59% | Add +9.3% | 288,582 | $197.7M |
| FORM Wealth Advisors, LLC | 22.76% | — | 283,872 | $194.4M |
| Ellenbecker Investment Group | 27.02% | Reduce -3.0% | 281,438 | $192.8M |
| JB Capital LLC | 7.85% | Add +3.1% | 280,814 | $192.3M |
| Bangor Savings Bank | 15.31% | Add +4.5% | 277,807 | $190.3M |
| Ullmann Wealth Partners Group, LLC | 19.75% | Add +1.2% | 276,989 | $189.8M |
| Gilbert & Cook, Inc. | 23.67% | Reduce -0.5% | 274,986 | $188.3M |
| Mizuho Markets Americas LLC | 4.03% | Reduce -1.8% | 274,220 | $187.8M |
| Dakota Wealth Management | 3.33% | Add +3.0% | 273,774 | $187.5M |
| Lee Financial Co | 25.27% | Reduce -3.8% | 273,052 | $187.0M |
| BLB&B Advisors, LLC | 7.78% | Add +4.6% | 271,761 | $186.1M |
| Goelzer Investment Management, Inc. | 8.63% | Add +5.6% | 271,624 | $186.0M |
| Integrated Wealth Concepts LLC | 2.18% | Reduce -12.4% | 267,421 | $183.2M |
| Sagespring Wealth Partners, LLC | 3.30% | Reduce -6.2% | 352,191 | $181.7M |
| Daiwa Securities Group Inc. | 0.59% | Add +17.9% | 262,883 | $180.1M |
| Modera Wealth Management, LLC | 2.05% | Reduce -2.5% | 258,467 | $177.0M |
| Calamos Wealth Management LLC | 6.18% | Reduce -0.2% | 258,021 | $176.7M |
| Bridges Investment Management Inc. | 2.24% | Add +30.1% | 257,894 | $176.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.21% | Add +0.7% | 256,954 | $176.0M |
| Montag A & Associates Inc. | 8.02% | Add +8.3% | 256,014 | $175.4M |
| Atlantic Union Bankshares Corp | 3.26% | Reduce -2.2% | 253,996 | $174.0M |
| Phillips Financial Management, LLC | 11.15% | Reduce -0.3% | 252,588 | $173.0M |
| Leverty Financial Group, LLC | 41.19% | Add +12.4% | 251,427 | $172.2M |
| Atria Investments, Inc | 1.96% | Add +13.9% | 251,381 | $172.2M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Add +63.5% | 249,755 | $171.1M |
| DT Investment Partners, LLC | 14.15% | Add +0.2% | 249,503 | $170.9M |
| Quadrant Capital Group LLC | 5.10% | Add +6.4% | 246,455 | $168.8M |
| Mandatum Life Insurance Co Ltd | 38.45% | Add +4.1% | 245,868 | $168.4M |
| Spire Wealth Management | 5.55% | Reduce -0.8% | 242,143 | $165.9M |
| Armstrong Advisory Group, Inc. | 11.04% | Add +3.1% | 238,498 | $163.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.14% | Reduce -31.3% | 237,461 | $163.2M |
| FineMark National Bank & Trust | 5.08% | Add +3.6% | 237,563 | $162.7M |
| Valeo Financial Advisors, LLC | 3.62% | Add +34.5% | 315,833 | $162.7M |
| Prime Capital Investment Advisors, LLC | 1.97% | Add +11.1% | 236,187 | $161.8M |
| Securian Asset Management, Inc. | 6.09% | Reduce -29.9% | 234,670 | $160.7M |
| Financial Synergies Wealth Advisors, Inc. | 15.52% | Add +0.8% | 234,619 | $160.7M |
| Commerce Bank | 0.88% | Add +3.8% | 232,275 | $159.1M |
| Summit Financial, LLC | 2.32% | Reduce -2.1% | 230,276 | $157.7M |
| Advisory Services Network, LLC | 2.22% | Add +19.0% | 229,540 | $157.2M |
| Home Federal Bank of Tennessee | 39.53% | Reduce -0.4% | 222,069 | $152.1M |
| Single Point Partners, LLC | 30.05% | Add +0.2% | 221,909 | $152.0M |
| Bank of Hawaii | 7.50% | Reduce -0.3% | 221,533 | $151.7M |
| Litman Gregory Wealth Management LLC | 11.06% | Reduce -2.9% | 220,538 | $151.1M |
| Victory Capital Management Inc. | 0.09% | Reduce -37.1% | 220,484 | $151.0M |
| Financial Engines Advisors L.L.C. | 0.28% | Reduce -2.0% | 218,740 | $149.8M |
| Planning Project LLC | 37.57% | — | 218,300 | $149.5M |
| RPTC Inc. | 24.99% | Add +0.3% | 217,296 | $148.8M |
| HB Wealth Management, LLC | 0.96% | Add +4.4% | 216,099 | $148.0M |
| Investment Management Corp of Ontario | 1.95% | Reduce -62.1% | 214,291 | $146.8M |
| Mutual Advisors, LLC | 3.13% | Reduce -1.6% | 213,258 | $146.1M |
| Fulton Breakefield Broenniman LLC | 9.15% | Add +4.6% | 211,774 | $145.1M |
| PKO Investment Management Joint-Stock Co | 11.56% | Add +3.1% | 211,605 | $144.9M |
| Mason Street Advisors, LLC | 14.21% | Add +0.5% | 210,793 | $144.4M |
| Narwhal Capital Management | 10.48% | Add +3.3% | 210,559 | $144.2M |
| Teramo Advisors, LLC | 42.95% | Add +39.9% | 210,500 | $144.2M |
| RiverFront Investment Group, LLC | 2.38% | Add +0.5% | 210,451 | $144.1M |
| Stairway Partners, LLC | 7.42% | Reduce -13.4% | 209,190 | $143.3M |
| Resonant Capital Advisors, LLC | 7.86% | Add +2.9% | 208,786 | $143.0M |
| OneDigital Investment Advisors LLC | 1.40% | Reduce -5.1% | 208,317 | $142.7M |
| Bricktown Capital, LLC | 23.91% | Reduce -6.2% | 207,395 | $142.1M |
| Agave Capital Management Ltd | 23.56% | — | 205,129 | $141.0M |
| Alternative Investment Advisors, LLC. | 61.07% | Add +1.1% | 205,779 | $140.9M |
| Capital Analysts, LLC | 3.86% | Reduce -3.7% | 203,887 | $139.6M |
| First Interstate Bank | 7.45% | Add +0.7% | 202,676 | $138.8M |
| Ferguson Wellman Capital Management, Inc. | 2.22% | Add +3.7% | 202,547 | $138.7M |
| ESL Trust Services, LLC | 26.48% | Add +71.8% | 201,392 | $137.9M |
| St. Clair Advisors, LLC | 35.50% | Add +0.2% | 200,832 | $137.6M |
| Rezny Wealth Management, Inc. | 29.62% | Add +1.1% | 200,649 | $137.4M |
| Crewe Advisors LLC | 12.16% | Add +1.8% | 200,342 | $137.2M |
| Callan Family Office, LLC | 2.94% | Add +16.5% | 199,877 | $136.9M |
| EP Wealth Advisors, LLC | 0.71% | — | 198,621 | $136.0M |
| Geneos Wealth Management Inc. | 3.30% | Reduce -0.3% | 197,046 | $135.0M |
| HORAN Wealth, LLC | 20.66% | Add +2.7% | 196,307 | $134.5M |
| University of Chicago | 64.86% | No change | 195,789 | $134.1M |
| Caliber Wealth Management, LLC / KS | 14.34% | Add +9.9% | 194,530 | $133.2M |
| StoneX Group Inc. | 5.75% | Add +4.3% | 192,973 | $132.4M |
| Eastern Bank | 2.28% | Add +28.4% | 193,180 | $132.3M |
| Mackenzie Financial Corp. | 0.16% | Add +1.9% | 190,271 | $131.0M |
| Abundance Wealth Counselors | 22.10% | Reduce -0.2% | 191,110 | $130.9M |
| Catalyst Financial Partners LLC | 14.57% | Add +5.0% | 190,748 | $130.7M |
| Core Wealth Advisors, Inc. | 33.38% | Add +1.3% | 187,849 | $128.7M |
| Valley Forge Investment Consultants Inc. Adv | 37.26% | Reduce -1.3% | 187,057 | $128.1M |
| BBR Partners, LLC | 6.84% | Reduce -1.7% | 186,242 | $127.6M |
| Financial Advisory Corp | 18.35% | Reduce -1.5% | 184,231 | $126.2M |
| BSW Wealth Partners | 15.03% | Reduce -5.2% | 182,892 | $125.3M |
| Janus Henderson Group PLC | 0.06% | Add +3.4% | 182,534 | $125.0M |
| Rwa Wealth Partners, LLC | 1.37% | Add +0.2% | 182,345 | $124.9M |
| Advisors Capital Management, LLC | 1.49% | Add +6.3% | 182,258 | $124.8M |
| Pure Financial Advisors, LLC | 1.87% | Add +2.5% | 181,961 | $124.6M |
| Capital Investment Advisors, LLC | 1.90% | Add +133.1% | 181,699 | $124.5M |
| Winthrop Advisory Group LLC | 10.54% | Add +0.9% | 181,625 | $124.4M |
| Robertson Stephens Wealth Management, LLC | 3.49% | Reduce -1.3% | 180,777 | $123.8M |
| Integrity Alliance, Llc. | 4.50% | Add +0.6% | 179,434 | $122.9M |
| Ieq Capital, LLC | 0.36% | Add +3.0% | 177,214 | $121.4M |
| Brookstone Capital Management | 1.38% | Add +4.3% | 176,687 | $121.0M |
| Stock Yards Bank & Trust Co. | 3.68% | Add +3.2% | 175,745 | $120.4M |
| Integrated Advisors Network LLC | 5.30% | Add +5.4% | 174,916 | $119.8M |
| Alps Advisors Inc. | 0.69% | Reduce -1.6% | 172,344 | $118.0M |
| Perigon Wealth Management, LLC | 2.11% | Add +2.8% | 172,240 | $118.0M |
| Bryn Mawr Trust Advisors, LLC | 5.67% | Reduce -0.3% | 172,108 | $117.9M |
| Hennion & Walsh Asset Management, Inc. | 4.05% | Add +3.4% | 171,258 | $117.3M |
| King Wealth Management Group | 14.10% | Add +1.4% | 170,844 | $117.0M |
| Chandler Asset Management, Inc. | 18.50% | Add +1.9% | 170,651 | $116.9M |
| D.A. Davidson & Co. | 0.71% | Add +0.5% | 170,089 | $116.5M |
| HWG Holdings LP | 28.02% | Add +155.6% | 168,862 | $115.7M |
| Forvis Mazars Wealth Advisors, LLC | 2.15% | Reduce -1.1% | 166,576 | $114.1M |
| Onyx Bridge Wealth Group LLC | 11.92% | Reduce -0.7% | 163,549 | $112.0M |
| Brevan Howard Capital Management LP | 2.34% | New | 162,970 | $112.0M |
| Whittier Trust Co. of Nevada Inc. | 2.31% | Add +2.5% | 159,791 | $111.0M |
| Global Retirement Partners, LLC | 1.97% | Add +11.1% | 162,041 | $111.0M |
| First Citizens Bank & Trust Co. | 2.32% | Reduce -0.4% | 162,015 | $111.0M |
| Requisite Capital Management, LLC | 20.82% | Add +0.3% | 160,129 | $109.7M |
| First Commonwealth Financial Corp | 18.02% | Reduce -5.2% | 159,524 | $109.3M |
| Mesirow Financial Investment Management, Inc. | 2.24% | Reduce -34.3% | 159,079 | $109.0M |
| JGP Wealth Management, LLC | 11.31% | Add +12.8% | 158,376 | $108.5M |
| State of Wisconsin Investment Board | 0.24% | Add +65.4% | 158,110 | $108.3M |
| Wealth Group Ltd | 24.20% | Reduce -8.2% | 157,873 | $108.1M |
| Ironclad Investments LLC | 49.68% | Reduce -1.6% | 155,164 | $106.3M |
| Old National Bancorp | 1.76% | Add +0.0% | 154,615 | $105.9M |
| Orrstown Financial Services Inc. | 17.53% | Add +1.5% | 153,487 | $105.1M |
| Satovsky Asset Management LLC | 20.35% | Reduce -1.4% | 153,309 | $105.0M |
| Glenmede Trust Co. NA | 0.49% | — | 152,185 | $104.2M |
| Proathlete Wealth Management LLC | 28.35% | Add +2.9% | 151,384 | $103.9M |
| Wilmington Savings Fund Society, FSB | 2.44% | Add +9.8% | 151,624 | $103.9M |
| Modern Wealth Management, LLC | 1.89% | Add +26.5% | 151,510 | $103.8M |
| Arvest Bank Trust Division | 5.62% | Reduce -2.6% | 151,493 | $103.8M |
| Amtrust Financial Services, Inc. | 32.79% | No change | 150,300 | $102.9M |
| PDS Planning, Inc | 6.87% | Reduce -0.5% | 150,189 | $102.9M |
| ExodusPoint Capital Management, LP | 1.14% | New | 150,000 | $102.7M |
| Divergent Planning, LLC | 26.08% | Add +0.9% | 148,837 | $102.1M |
| First National Bank of Omaha | 3.02% | Add +1387.8% | 147,817 | $101.9M |
| 3EDGE Asset Management, LP | 5.25% | Reduce -1.6% | 147,784 | $101.2M |
| Summit Financial Strategies, Inc. | 8.32% | Add +3.9% | 147,751 | $101.2M |
| Concurrent Investment Advisors, LLC | 1.15% | Add +50.1% | 147,149 | $100.8M |
| Tortoise Investment Management, LLC | 8.84% | Reduce -3.0% | 147,003 | $100.7M |
| Banco Santander, S.A. | 0.75% | Add +52.4% | 145,918 | $99.9M |
| Unique Wealth, LLC | 13.93% | Add +63.2% | 145,644 | $99.8M |
| Icon Wealth Advisors, LLC | 6.64% | Add +2.6% | 145,582 | $99.7M |
| McKinley Carter Wealth Services, Inc. | 5.55% | Reduce -13.3% | 144,978 | $99.3M |
| Great Lakes Advisors, LLC | 0.80% | Add +1.7% | 143,039 | $98.0M |
| Arkadios Wealth Advisors | 1.94% | Add +12.2% | 142,967 | $97.9M |
| RTD Financial Advisors, Inc. | 11.93% | Add +0.9% | 142,793 | $97.8M |
| Private Wealth Asset Management, LLC | 10.60% | Add +3.7% | 142,321 | $97.5M |
| Ritter Daniher Financial Advisory LLC / DE | 16.32% | Reduce -1.5% | 142,017 | $97.3M |
| Arcataur Capital Management LLC | 27.82% | Add +1.9% | 141,847 | $97.2M |
| Betterment LLC | 0.18% | Reduce -2.1% | 141,807 | $97.1M |
| CenturyLink Investment Management Co | 100.00% | Reduce -13.4% | 141,402 | $96.9M |
| FFT Wealth Management LLC | 18.44% | Reduce -14.8% | 141,372 | $96.8M |
| Grant Street Asset Management, Inc. | 19.46% | Add +17.7% | 141,040 | $96.6M |
| Pinnacle Associates Ltd. | 1.24% | Add +0.8% | 140,600 | $96.3M |
| Compound Planning, Inc. | 2.82% | Add +3.1% | 139,219 | $95.4M |
| Progeny 3, Inc. | 5.13% | No change | 139,069 | $95.3M |
| Baker Avenue Asset Management, LP | 2.20% | Add +2.8% | 139,040 | $95.2M |
| Cape Cod Five Cents Savings Bank | 8.67% | No change | 164,213 | $94.7M |
| Country Trust Bank | 1.71% | Add +0.3% | 137,775 | $94.4M |
| Choreo, LLC | 1.20% | Reduce -1.5% | 136,512 | $94.2M |
| AlTi Global, Inc. | 2.02% | Add +36.5% | 175,457 | $94.0M |
| Gray Private Wealth, LLC | 45.77% | Add +1.9% | 136,830 | $93.7M |
| Guggenheim Capital LLC | 0.69% | No change | 136,471 | $93.5M |
| Physician Wealth Advisors, Inc. | 13.00% | Add +0.7% | 136,375 | $93.4M |
| North Dakota State Investment Board | 3.47% | — | 136,196 | $93.3M |
| Pine Ridge Advisers LLC | 6.37% | Add +0.0% | 135,026 | $92.5M |
| AdvisorNet Financial, Inc | 4.93% | Add +4.7% | 135,021 | $92.5M |
| Consolidated Portfolio Review Corp | 7.99% | Add +1240.7% | 134,952 | $92.4M |
| Curi Capital, LLC | 1.60% | Add +5.0% | 134,921 | $92.4M |
| BankPlus Trust Department | 24.11% | Add +1.0% | 134,576 | $92.2M |
| Tectonic Advisors LLC | 4.83% | Add +5.8% | 133,621 | $91.5M |
| Simon Quick Advisors, LLC | 3.98% | Add +8.6% | 133,031 | $91.1M |
| Accredited Investors Inc. | 4.81% | Add +2.3% | 132,174 | $90.5M |
| Savant Capital, LLC | 0.51% | Add +15.3% | 132,095 | $90.5M |
| Trilogy Capital Inc. | 4.04% | Add +3.5% | 132,035 | $90.4M |
| Allworth Financial LP | 0.37% | Add +7.4% | 131,882 | $90.3M |
| Cardinal Strategic Wealth Guidance | 23.46% | Reduce -4.4% | 131,088 | $89.8M |
| Bokf, NA | 1.36% | Reduce -0.1% | 130,151 | $89.1M |
| AMG National Trust Bank | 2.10% | Reduce -1.2% | 129,949 | $89.0M |
| Lodestar Private Asset Management LLC | 8.89% | Add +2.8% | 129,397 | $88.6M |
| Ashton Thomas Private Wealth, LLC | 2.16% | Add +6.0% | 129,349 | $88.6M |
| Savvy Advisors, Inc. | 2.85% | Add +28.1% | 128,636 | $88.1M |
| Asio Capital, LLC | 12.42% | Add +16.2% | 128,570 | $88.1M |
| TCP Asset Management, LLC | 14.81% | Add +3.6% | 128,361 | $87.9M |
| Centerpoint Advisors, LLC | 27.00% | Reduce -1.7% | 128,146 | $87.8M |
| Parker Investment Management, LLC | 12.47% | Add +34.6% | 127,973 | $87.7M |
| Smartleaf Asset Management LLC | 3.29% | Add +252.0% | 125,817 | $86.8M |
| Cim Investment Management Inc. | 22.67% | Add +1.9% | 126,420 | $86.6M |
| New England Professional Planning Group Inc. | 36.13% | Add +0.6% | 125,878 | $86.2M |
| Amarillo National Bank | 15.14% | Reduce -3.1% | 125,815 | $86.2M |
| Bryant Woods Investment Advisors, LLC | 33.10% | Reduce -2.5% | 124,701 | $85.4M |
| JSF Financial, LLC | 17.67% | Reduce -0.8% | 124,474 | $85.3M |
| Regal Investment Advisors LLC | 5.09% | Add +4.5% | 124,234 | $85.1M |
| Hudock, Inc. | 12.49% | Reduce -0.1% | 123,745 | $84.8M |
| Financial Partners Group, Inc | 9.72% | Add +1.9% | 120,998 | $84.1M |
| Balentine LLC | 3.18% | Reduce -1.2% | 122,312 | $83.8M |
| Cibc World Market Inc. | 0.15% | Reduce -12.1% | 122,306 | $83.8M |
| McNamara Financial Services, Inc. | 15.87% | Reduce -47.2% | 122,150 | $83.7M |
| Courier Capital LLC | 4.63% | Reduce -0.3% | 120,357 | $82.4M |
| Cambridge Associates LLC /Ma/ | 1.35% | Reduce -16.7% | 120,172 | $82.3M |
| USA Financial Formulas | 14.80% | Add +0.1% | 118,799 | $81.4M |
| SCS Capital Management LLC | 0.86% | Reduce -5.0% | 118,383 | $81.1M |
| Well Done, LLC | 12.09% | Add +0.6% | 118,119 | $80.9M |
| Deutsche Bank AG | 0.03% | Add +3.2% | 118,100 | $80.9M |
| Meridian Wealth Advisors, LLC | 11.18% | Add +3.5% | 117,868 | $80.7M |
| Buck Wealth Strategies, LLC | 10.20% | Add +14.4% | 117,357 | $80.4M |
| Ledyard National Bank | 6.91% | Reduce -2.3% | 117,113 | $80.2M |
| Mascoma Wealth Management LLC | 17.13% | Add +1.2% | 116,624 | $79.9M |
| Fiducient Advisors LLC | 9.80% | Add +14.9% | 115,400 | $79.0M |
| Wealth Architects, LLC | 7.11% | Reduce -2.0% | 115,234 | $78.9M |
| Chevy Chase Trust Holdings, LLC | 0.21% | Reduce -14.1% | 114,961 | $78.7M |
| Vision Capital Management, Inc. | 9.49% | Reduce -6.3% | 114,893 | $78.7M |
| Conrad N. Hilton Foundation | 100.00% | No change | 114,347 | $78.3M |
| Wharton Business Group, LLC | 2.96% | Add +1.0% | 113,759 | $77.9M |
| Coyle Financial Counsel LLC | 16.59% | Add +5.7% | 113,317 | $77.6M |
| Destination Wealth Management | 2.03% | Reduce -4.5% | 113,236 | $77.6M |
| KFA Private Wealth Group, LLC | 18.59% | Add +15.7% | 111,611 | $76.4M |
| Heritage Investment Group, Inc. | 11.59% | Add +2.4% | 111,150 | $76.1M |
| HighMark Wealth Management LLC | 30.79% | Add +1.0% | 110,309 | $75.6M |
| BOK Financial Private Wealth, Inc. | 4.62% | Reduce -0.3% | 110,212 | $75.5M |
| Composition Wealth, LLC | 1.08% | Reduce -2.6% | 109,553 | $75.0M |
| Bull Oak Capital, LLC | 30.52% | Add +0.9% | 109,086 | $74.7M |
| NerdWallet Wealth Partners, LLC | 33.42% | Add +10.1% | 109,007 | $74.6M |
| Smith, Moore & Co. | 5.60% | Add +0.0% | 108,101 | $74.0M |
| MidFirst Bank | 5.89% | — | 107,929 | $73.9M |
| Ironwood Financial, llc | 12.52% | Reduce -1.4% | 105,716 | $73.8M |
| Focus Financial Network, Inc. | 2.54% | Add +0.5% | 106,343 | $72.8M |
| Waller Financial Planning Group, Inc. | 16.13% | Add +33.3% | 106,055 | $72.6M |
| Karpus Management, Inc. | 2.23% | Reduce -15.3% | 105,868 | $72.5M |
| Kestra Private Wealth Services, LLC | 0.90% | Add +1.1% | 105,833 | $72.5M |
| Beam Wealth Advisors, Inc. | 19.88% | Add +1.4% | 105,752 | $72.4M |
| Passaic Partners LLC | 7.50% | Reduce -0.1% | 105,738 | $72.4M |
| Oppenheimer & Co. Inc. | 1.03% | Reduce -12.1% | 105,634 | $72.4M |
| Strategic Point Investment Advisors, LLC | 9.98% | Add +4.3% | 105,364 | $72.2M |
| Alaska Permanent Capital Management, LLC | 5.45% | Reduce -1.7% | 104,995 | $71.9M |
| Standpoint Asset Management, LLC | 16.40% | Reduce -3.4% | 104,800 | $71.8M |
| Natixis Advisors, LLC | 0.10% | Add +15.4% | 104,386 | $71.5M |
| Consilio Wealth Advisors, LLC | 20.91% | Add +0.0% | 104,361 | $71.5M |
| Bar Harbor Wealth Management | 4.12% | Add +0.8% | 104,105 | $71.3M |
| Vicus Capital | 5.34% | Reduce -28.5% | 103,959 | $71.2M |
| CLG LLC | 17.71% | Add +6.8% | 103,842 | $71.1M |
| Sumitomo Mitsui Financial Group, Inc. | 1.26% | Reduce -51.0% | 103,000 | $71.1M |
| 26North Partners LP | 100.00% | Add +0.2% | 103,499 | $70.9M |
| Harfst & Associates, Inc. | 12.78% | Reduce -2.3% | 103,484 | $70.9M |
| MV Capital Management, Inc. | 6.81% | Reduce -2.9% | 103,402 | $70.8M |
| Visionary Wealth Advisors | 3.20% | Add +3.7% | 103,367 | $70.8M |
| Affinity Capital Advisors, LLC | 9.77% | Add +6.7% | 103,059 | $70.6M |
| IHT Wealth Management, LLC | 1.71% | Add +0.6% | 102,554 | $70.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 5.20% | Reduce -0.9% | 102,421 | $70.2M |
| Baltimore-Washington Financial Advisors, Inc. | 2.92% | Add +1.8% | 101,896 | $69.8M |
| Brown Wealth Management, LLC | 18.30% | Add +114.0% | 101,567 | $69.6M |
| Rakuten Investment Management, Inc. | 0.23% | No change | 104,287 | $69.5M |
| M Holdings Securities, Inc. | 4.97% | Add +26.0% | 101,277 | $69.4M |
| Crescent Grove Advisors, LLC | 6.55% | Reduce -1.4% | 100,513 | $68.8M |
| KMT Wealth Management, LLC | 36.69% | Reduce -2.6% | 100,082 | $68.6M |
| Golden State Wealth Management, LLC | 7.22% | Add +1.9% | 99,831 | $68.4M |
| Conning Inc. | 2.41% | Reduce -1.1% | 99,405 | $68.1M |
| Towercrest Capital Management | 10.73% | Add +2.7% | 99,339 | $68.1M |
| Lineweaver Wealth Advisors, LLC | 9.21% | Add +1.6% | 98,653 | $67.6M |
| Ssi Investment Management LLC | 25.11% | Reduce -1.0% | 98,100 | $67.2M |
| Midwest Trust Co | 0.83% | Add +7.2% | 97,229 | $66.6M |
| Twele Capital Management, Inc. | 11.71% | Add +1.3% | 95,681 | $65.5M |
| Pinnacle Financial Partners, Inc. | 0.49% | — | 95,299 | $65.3M |
| Titan Global Capital Management USA LLC | 9.35% | Add +14.9% | 95,302 | $65.3M |
| Bank of Stockton | 18.68% | Reduce -1.1% | 95,257 | $65.2M |
| World Investment Advisors | 1.07% | Add +87.3% | 95,079 | $65.1M |
| Earned Wealth Advisors, LLC | 4.57% | Add +25.5% | 94,190 | $64.5M |
| Crestmont Private Wealth LLC | 20.95% | Reduce -3.6% | 94,121 | $64.5M |
| Per Stirling Capital Management, LLC. | 7.23% | Reduce -0.5% | 93,992 | $64.4M |
| Roth Financial Partners LLC | 21.19% | Reduce -0.3% | 93,784 | $64.2M |
| Independent Financial Group, LLC | 1.43% | Add +1.8% | 93,411 | $64.0M |
| Sequoia Financial Advisors, LLC | 0.36% | Add +4.2% | 92,974 | $63.7M |
| Barclays PLC | 0.03% | Reduce -38.8% | 92,894 | $63.6M |
| Fifth Third Securities, Inc. | 4.16% | Add +8.7% | 92,865 | $63.6M |
| Foster Group, Inc. | 1.92% | Add +7.7% | 92,756 | $63.5M |
| Sowell Financial Services LLC | 2.33% | Add +10.1% | 92,667 | $63.5M |
| Parkside Investments, LLC | 7.96% | Reduce -2.0% | 92,247 | $63.2M |
| TD Waterhouse Canada Inc. | 0.39% | Add +2.6% | 92,200 | $63.1M |
| Oxford Financial Group, LTD. LLC | 3.47% | Add +2.8% | 92,142 | $63.1M |
| CX Institutional | 1.88% | Add +0.2% | 91,842 | $62.9M |
| Avior Wealth Management, LLC | 1.96% | Reduce -18.6% | 91,731 | $62.8M |
| Financial Management Network Inc. | 9.93% | Reduce -0.8% | 91,498 | $62.8M |
| Ancora Advisors LLC | 1.29% | Add +3.4% | 91,450 | $62.6M |
| Rogco, LP | 20.74% | Add +3.5% | 91,429 | $62.6M |
| Highland Capital Management, LLC | 3.12% | Reduce -1.2% | 91,417 | $62.6M |
| Colton Groome Financial Advisors, LLC | 17.95% | Add +6.4% | 91,412 | $62.6M |
| Beaumont Financial Advisors, LLC | 4.10% | Reduce -0.2% | 90,809 | $62.2M |
| Central Pacific Bank - Trust Division | 7.91% | Add +6.9% | 90,683 | $62.1M |
| Sovereign Investment Advisors, LLC | 15.53% | Add +10.0% | 90,638 | $62.1M |
| Madrona Financial Services, LLC | 13.20% | Reduce -0.0% | 90,207 | $61.8M |
| Sharkey, Howes & Javer | 7.84% | Add +5.3% | 90,055 | $61.7M |
| Marble Wealth, LLC | 8.49% | — | 89,246 | $61.1M |
| Waterford Advisors, LLC | 23.84% | Reduce -2.6% | 89,097 | $61.0M |
| Kovack Advisors, Inc. | 2.91% | Add +134.3% | 89,095 | $61.0M |
| Marino, Stram & Associates LLC | 10.90% | Add +1.1% | 88,098 | $60.3M |
| Beaumont Asset Management, L.L.C. | 29.99% | Reduce -0.2% | 87,628 | $60.0M |
| Rossmore Private Capital | 5.37% | Add +8.1% | 87,566 | $60.0M |
| New World Advisors LLC | 10.26% | Add +4.3% | 87,531 | $60.0M |
| Rafferty Asset Management, LLC | 0.21% | No change | 87,516 | $59.9M |
| Swmg, LLC | 16.57% | Add +4.2% | 86,010 | $59.7M |
| Enclave Advisors LLC | 8.43% | Add +2.1% | 86,886 | $59.5M |
| Baron Silver Stevens Financial Advisors, LLC | 8.59% | Add +0.8% | 86,874 | $59.5M |
| Bluesphere Advisors LLC | 26.32% | Add +1.3% | 86,874 | $59.5M |
| Smithfield Trust Co | 2.62% | Reduce -0.5% | 86,520 | $59.3M |
| Bontempo Ohly Capital Mgmt LLC | 25.36% | Reduce -1.2% | 85,940 | $58.9M |
| May Hill Capital, LLC | 15.82% | Add +1.6% | 85,659 | $58.7M |
| Harbour Investments, Inc. | 1.19% | Reduce -0.6% | 85,596 | $58.6M |
| AAF Wealth Management, LLC | 24.70% | Reduce -1.3% | 85,528 | $58.6M |
| Bernardo Wealth Planning LLC | 11.14% | Add +0.0% | 85,320 | $58.4M |
| Diversified Enterprises, LLC | 3.47% | Reduce -1.5% | 85,189 | $58.3M |
| Argent Trust Co | 2.00% | Add +17.2% | 84,961 | $58.2M |
| Riverbridge Partners LLC | 1.09% | Add +1203.1% | 84,924 | $58.2M |
| Citigroup Inc. | 0.04% | Reduce -48.4% | 84,915 | $58.2M |
| Greenup Street Wealth Management LLC | 8.36% | Add +5.6% | 84,515 | $57.9M |
| Counterpoint Mutual Funds LLC | 4.28% | No change | 84,341 | $57.8M |
| Riverstone Advisors, LLC | 27.21% | Add +0.0% | 84,325 | $57.8M |
| Gladstone Institutional Advisory LLC | 2.18% | Add +0.3% | 84,202 | $57.7M |
| Cranbrook Wealth Management, LLC | 11.36% | Reduce -0.7% | 84,109 | $57.6M |
| Snowden Capital Advisors LLC | 1.49% | Add +5.3% | 84,018 | $57.5M |
| Colonial Trust Advisors | 4.33% | Add +4.0% | 83,949 | $57.5M |
| Wealth Quarterback LLC | 20.48% | Add +60.2% | 83,028 | $56.9M |
| 1832 Asset Management L.P. | 0.07% | Add +20.2% | 82,775 | $56.7M |
| Lakeshore Financial Planning, Inc. | 20.25% | Add +0.5% | 82,743 | $56.7M |
| Droms Strauss Advisors Inc. /Mo/ | 14.89% | Reduce -1.2% | 82,622 | $56.6M |
| Ackerman Asset Management, LLC | 37.53% | Reduce -0.3% | 82,374 | $56.4M |
| Atlanta Consulting Group Advisors, LLC | 12.76% | Add +4.0% | 82,268 | $56.3M |
| JFS Wealth Advisors, LLC | 3.17% | Add +8.7% | 82,180 | $56.3M |
| Vise Technologies, Inc. | 1.10% | Add +93.0% | 81,725 | $56.0M |
| High Note Wealth, LLC | 10.95% | Add +2.3% | 81,668 | $55.9M |
| MKD Wealth Coaches, LLC | 55.84% | Reduce -3.8% | 81,543 | $55.9M |
| Guidance Point Advisors, LLC | 13.24% | Add +1.0% | 81,327 | $55.8M |
| Foundations Investment Advisors, LLC | 0.73% | Add +9.3% | 81,204 | $55.6M |
| Howe & Rusling Inc. | 3.68% | Add +3.4% | 81,145 | $55.6M |
| Prospera Financial Services Inc | 0.91% | Add +1.9% | 80,570 | $55.2M |
| Daybright Advisory Services, Inc. | 14.72% | — | 80,551 | $55.2M |
| Shelter Ins Retirement Plan | 59.26% | No change | 80,061 | $54.8M |
| GoalFusion Wealth Management, LLC | 25.35% | Add +0.7% | 80,024 | $54.8M |
| First Financial Bank - Trust Division | 4.50% | Add +6.3% | 80,009 | $54.8M |
| Smith Chas P & Associates Pa Cpas | 2.88% | Add +66.6% | 79,891 | $54.7M |
| Wealth Alliance Advisory Group, LLC | 9.37% | Add +1.4% | 79,853 | $54.7M |
| Bluestem Financial Advisors, LLC | 21.13% | Reduce -1.2% | 79,848 | $54.7M |
| Legacy Wealth Partners, LLC | 14.15% | — | 79,788 | $54.7M |
| International City Management Association Retirement Corp | 27.72% | No change | 79,711 | $54.6M |
| Keebeck Wealth Management | 6.28% | Add +0.3% | 79,489 | $54.4M |
| Waterloo Capital, L.P. | 3.89% | Add +5.6% | 78,692 | $53.9M |
| Serenus Wealth Advisors, LLC | 10.43% | Add +1.6% | 78,661 | $53.9M |
| TD Capital Management LLC | 4.78% | Reduce -0.5% | 78,621 | $53.9M |
| Evercore Wealth Management, LLC | 0.79% | Add +18.0% | 78,610 | $53.8M |
| Waterway Wealth Management, LLC | 12.17% | Add +1.0% | 146,437 | $53.8M |
| Rhumbline Advisers | 0.04% | Reduce -11.9% | 78,297 | $53.6M |
| SkyView Investment Advisors, LLC | 6.76% | Reduce -1.2% | 78,187 | $53.5M |
| Financial Counselors Inc. | 74.09% | Add +432.6% | 77,995 | $53.4M |
| Fidelis Capital Partners, LLC | 3.86% | Add +2.3% | 77,548 | $53.1M |
| Pictet Asset Management Holding SA | 0.05% | Reduce -24.3% | 76,340 | $52.7M |
| Ameritas Investment Partners, Inc. | 1.60% | Reduce -1.3% | 76,707 | $52.5M |
| Stratos Investment Management, LLC | 2.10% | Add +3.8% | 76,646 | $52.5M |
| Newton One Investments LLC | 15.45% | Reduce -2.8% | 76,492 | $52.4M |
| BankPlus Wealth Management LLC | 28.91% | Add +2.5% | 76,466 | $52.4M |
| Shufro Rose & Co. LLC | 3.54% | Reduce -23.4% | 76,131 | $52.1M |
| Stonebridge Capital Advisors LLC | 3.59% | Add +1.1% | 75,576 | $51.8M |
| Sand Hill Global Advisors, LLC | 1.80% | Reduce -0.1% | 75,456 | $51.7M |
| Cornerstone Wealth Management, LLC | 2.68% | Reduce -0.1% | 75,285 | $51.6M |
| Sage Financial Management Group, Inc. | 15.74% | Add +2.4% | 75,256 | $51.5M |
| BlueStem Wealth Partners, LLC | 5.66% | Reduce -68.3% | 74,908 | $51.3M |
| Treasurer of the State of North Carolina | 0.16% | Add +188.1% | 74,880 | $51.3M |
| Peapack Gladstone Financial Corp. | 0.64% | Add +3.5% | 74,528 | $51.0M |
| Citadel Advisors | 0.04% | Add +64.9% | 74,320 | $50.9M |
| Hoxton Planning & Management, LLC | 15.10% | Add +0.9% | 73,711 | $50.5M |
| Cornerstone Wealth Group, LLC | 3.45% | Reduce -0.5% | 73,685 | $50.5M |
| Stewardship Advisors, LLC | 11.63% | Reduce -4.5% | 73,490 | $50.3M |
| Spreng Capital Management, Inc. | 19.70% | Add +1.4% | 73,261 | $50.2M |
| Nations Financial Group Inc, /Ia/ | 2.63% | Add +260.8% | 72,953 | $50.0M |
| PKS Advisory Services, LLC | 11.39% | Reduce -1.7% | 72,922 | $49.9M |
| Acumen Wealth Advisors, LLC | 14.28% | — | 72,402 | $49.6M |
| Silvercrest Asset Management Group LLC | 0.34% | Add +5.2% | 71,968 | $49.3M |
| Mather Group, Llc. | 0.51% | Add +0.1% | 71,668 | $49.1M |
| SouthState Bank Corp | 2.19% | Add +7.4% | 71,436 | $48.9M |
| Novare Capital Management LLC | 3.67% | Add +1.9% | 71,404 | $48.9M |
| Hollencrest Capital Management | 1.68% | Reduce -0.9% | 70,899 | $48.6M |
| Wescott Financial Advisory Group, LLC | 4.24% | Add +2.9% | 70,865 | $48.5M |
| Cornerstone Advisory, LLC | 4.57% | Reduce -0.2% | 69,978 | $47.9M |
| Bailard, Inc. | 1.06% | Reduce -1.0% | 69,847 | $47.8M |
| Next Capital Management LLC | 15.31% | Add +1.6% | 69,834 | $47.8M |
| Latko Wealth Management, Ltd. | 23.41% | Reduce -6.0% | 69,808 | $47.8M |
| Boulder Wealth Advisors, LLC | 20.20% | Add +1.1% | 69,786 | $47.8M |
| Pps&v Asset Management Consultants, Inc. | 27.71% | Reduce -1.4% | 69,702 | $47.7M |
| WCG Wealth Advisors LLC | 1.34% | Add +36.4% | 69,557 | $47.6M |
| MCF Advisors LLC | 2.63% | Add +3.2% | 69,498 | $47.6M |
| GAMCO Investors | 0.46% | Reduce -6.5% | 69,190 | $47.4M |
| Westwood Holdings Group Inc. | 0.39% | Reduce -0.3% | 68,964 | $47.2M |
| WealthPlan Investment Management, LLC | 3.01% | Add +73.0% | 68,939 | $47.2M |
| 1900 Wealth Management LLC | 3.03% | Reduce -1.1% | 68,901 | $47.2M |
| Vestor Capital, LLC | 3.97% | Reduce -99.1% | 601 | $47.1M |
| J.W. Cole Advisors, Inc. | 1.14% | Reduce -0.8% | 116,022 | $47.1M |
| Alpha Financial Partners LLC | 28.66% | Reduce -5.7% | 68,535 | $46.9M |
| SigFig Wealth Management, LLC | 1.40% | Add +3.6% | 68,496 | $46.9M |
| NDWM LLC | 30.85% | Add +2.1% | 68,062 | $46.6M |
| Chokshi & Queen Wealth Advisors, Inc | 24.27% | Add +2.2% | 67,832 | $46.5M |
| Rational Advisors, Inc. | 5.05% | Reduce -2.4% | 67,752 | $46.4M |
| Fi3 FINANCIAL ADVISORS, LLC | 14.17% | Reduce -2.2% | 67,627 | $46.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.70% | Reduce -4.7% | 67,368 | $46.1M |
| Corepath Wealth Partners LLC | 30.87% | Add +2.5% | 65,943 | $46.0M |
| Washington Trust Bank | 3.23% | Add +5.3% | 67,219 | $46.0M |
| Watershed Private Wealth LLC | 13.80% | Reduce -0.4% | 67,156 | $46.0M |
| Wealthcare Advisory Partners LLC | 0.90% | Add +2.7% | 66,926 | $45.8M |
| Capital Planning LLC | 12.83% | Reduce -2.1% | 66,730 | $45.8M |
| KMG Fiduciary Partners, LLC | 3.24% | Reduce -35.6% | 66,601 | $45.6M |
| Certuity, LLC | 2.86% | Add +0.5% | 66,260 | $45.4M |
| National Bank of Canada | 0.05% | Add +56.2% | 66,108 | $45.3M |
| Chicago Partners Investment Group LLC | 1.11% | Add +7.3% | 65,257 | $45.2M |
| Portland Global Advisors LLC | 4.85% | Add +0.5% | 65,950 | $45.2M |
| Axxcess Wealth Management, LLC | 0.80% | Add +160.3% | 65,731 | $45.0M |
| Integrity Investment Advisors, LLC | 24.78% | Reduce -2.5% | 65,698 | $45.0M |
| TD Private Client Wealth LLC | 0.96% | Add +4.6% | 65,485 | $44.9M |
| Salus Financial Advisors, LLC | 26.77% | Add +2.0% | 65,216 | $44.7M |
| WealthBridge Capital Management, LLC | 10.14% | Add +3.0% | 65,004 | $44.5M |
| CreativeOne Wealth, LLC | 1.08% | Add +0.6% | 65,000 | $44.5M |
| Buska Wealth Management, LLC | 16.44% | Reduce -21.7% | 64,956 | $44.5M |
| Nixon Peabody Trust Co. | 3.36% | Add +13.5% | 64,745 | $44.3M |
| Valmark Advisers, Inc. | 0.55% | Add +4.0% | 64,521 | $44.2M |
| Apeiron RIA LLC | 8.95% | Add +468.8% | 63,820 | $44.1M |
| Dorsey & Whitney Trust CO LLC | 2.32% | Reduce -1.6% | 63,940 | $43.8M |
| Axiom Financial Strategies, LLC | 18.40% | Reduce -1.2% | 63,851 | $43.7M |
| Armor Investment Advisors, LLC | 16.08% | Reduce -0.7% | 63,825 | $43.7M |
| U.S. Capital Wealth Advisors, LLC | 1.14% | Add +7.4% | 63,549 | $43.5M |
| PCA Investment Advisory Services Inc. | 15.18% | Add +1.1% | 63,227 | $43.4M |
| Mgo One Seven LLC | 0.88% | Add +12.6% | 63,269 | $43.3M |
| RFG - Bristol Wealth Advisors, LLC | 11.98% | Add +4.3% | 62,814 | $43.0M |
| Stone House Investment Management, LLC | 6.66% | Add +1.6% | 62,657 | $42.9M |
| Snider Financial Group | 11.43% | Add +5.1% | 62,635 | $42.9M |
| Ames National Corp. | 24.96% | Add +6.1% | 62,254 | $42.6M |
| Capital Advisors Wealth Management, LLC | 5.79% | Add +1.8% | 62,025 | $42.5M |
| Cynosure Group, LLC | 4.32% | Add +2181.0% | 903,246 | $42.5M |
| Coastline Trust Co | 3.99% | Add +11.3% | 61,996 | $42.5M |
| Bare Financial Services, Inc | 11.76% | Reduce -0.7% | 61,701 | $42.3M |
| CoreCap Advisors, LLC | 1.47% | Add +5.2% | 61,492 | $42.1M |
| Arkansas Financial Group, Inc. | 6.07% | Reduce -0.6% | 61,443 | $42.1M |
| German American Bancorp, Inc. | 3.58% | Add +7.6% | 61,371 | $42.0M |
| Fort Henry Capital, LLC | 25.70% | Reduce -1.7% | 61,252 | $42.0M |
| Norris Perne & French LLP | 2.77% | Add +1.6% | 61,169 | $41.9M |
| SteelPeak Wealth, LLC | 1.37% | Reduce -9.8% | 60,965 | $41.8M |
| Nolet Wealth Management, LLC | 23.27% | — | 60,954 | $41.7M |
| Palatine Hill Wealth Management, LLC | 33.66% | — | 60,942 | $41.7M |
| Napier Financial, LLC | 10.41% | — | 60,850 | $41.7M |
| Ironwood Wealth Management, LLC. | 12.24% | Add +4.8% | 60,793 | $41.6M |
| One Capital Management, LLC | 1.26% | Add +45.5% | 60,762 | $41.6M |
| High Falls Advisors, Inc | 8.41% | Add +1.8% | 60,629 | $41.5M |
| Peak Planning Group, LLC | 11.63% | Add +87.5% | 60,570 | $41.5M |
| B. Riley Wealth Advisors, Inc. | 1.96% | Reduce -2.7% | 60,421 | $41.4M |
| Landing Point Financial Group, LLC | 20.62% | Add +5.9% | 60,365 | $41.3M |
| Kelleher Financial Advisors | 9.56% | Reduce -13.9% | 60,252 | $41.3M |
| Cisco Systems, Inc. | 12.49% | No change | 60,000 | $41.1M |
| Morris Financial Concepts, Inc. | 14.38% | Reduce -1.4% | 59,940 | $41.1M |
| David J Yvars Group | 21.81% | Add +5.8% | 59,692 | $40.9M |
| CBIZ Investment Advisory Services, LLC | 1.55% | Reduce -0.4% | 59,675 | $40.9M |
| Greenwood Capital Associates LLC | 4.43% | Reduce -1.0% | 59,625 | $40.8M |
| Legacy Advisors, LLC | 4.38% | Add +54.9% | 59,494 | $40.7M |
| Vermillion & White Wealth Management Group, LLC | 22.04% | Add +3.3% | 59,099 | $40.5M |
| Windsor Capital Management, LLC | 11.85% | Reduce -0.2% | 59,065 | $40.5M |
| Fulton Bank, N.A. | 1.39% | Add +9.3% | 58,895 | $40.3M |
| Rehmann Capital Advisory Group | 2.09% | Reduce -4.9% | 58,682 | $40.2M |
| Somnio Financial Group, LLC | 26.47% | Reduce -0.7% | 58,466 | $40.0M |
| Apollon Financial, LLC | 5.82% | Add +1.1% | 58,327 | $40.0M |
| American Century Companies Inc. | 0.02% | Reduce -54.3% | 58,320 | $39.9M |
| Kapstone Financial Advisors LLC | 19.80% | Add +2.4% | 58,139 | $39.8M |
| SWS Partners | 9.61% | Add +1.4% | 58,134 | $39.8M |
| Mizuho Markets Cayman LP | 2.00% | New | 58,000 | $39.7M |
| City National Bank of Florida | 25.91% | Reduce -2.8% | 57,932 | $39.7M |
| Mann Financial Group, Inc. | 38.24% | Add +0.3% | 57,724 | $39.5M |
| Mayflower Financial Advisors, LLC | 4.78% | Add +1.6% | 57,663 | $39.5M |
| Valley Financial Group, Inc. | 22.11% | Add +12.5% | 57,477 | $39.4M |
| Avondale Wealth Management | 20.17% | Reduce -1.8% | 57,259 | $39.2M |
| Bellwether Advisors, LLC | 6.25% | Reduce -0.9% | 57,197 | $39.2M |
| LCW Services, LLC | 20.84% | — | 57,124 | $39.1M |
| ZynergyRetirementPlanningLLC | 24.15% | Add +0.6% | 57,117 | $39.1M |
| First Horizon Corp. | 1.75% | Reduce -3.1% | 57,047 | $39.1M |
| Panoramic Capital Partners, LLC | 23.96% | Add +0.5% | 57,039 | $39.1M |
| Blue Trust, Inc. | 0.44% | Reduce -3.0% | 57,016 | $39.1M |
| Advanced Asset Management Advisors Inc | 10.66% | No change | 57,000 | $39.0M |
| PACK Private Wealth, LLC | 17.66% | Add +1.0% | 56,393 | $38.6M |
| Voya Financial Advisors, Inc. | 3.71% | Reduce -10.3% | 55,869 | $38.6M |
| Camelot Technology Advisors, Inc. | 28.96% | Add +1.1% | 56,206 | $38.5M |
| Integris Wealth Management, LLC | 8.72% | Reduce -1.3% | 55,918 | $38.3M |
| Sheets Smith Wealth Management | 4.20% | Reduce -0.9% | 55,901 | $38.3M |
| SG Americas Securities, LLC | 0.05% | Add +1324.0% | 55,851 | $38.3M |
| Clear Creek Financial Management, LLC | 3.12% | Reduce -3.4% | 55,808 | $38.2M |
| Sonoma Allocations LLC | 12.68% | Add +6.4% | 54,713 | $38.2M |
| Sachem Hill LLC | 7.42% | Reduce -1.9% | 55,734 | $38.2M |
| Retirement Income Solutions, Inc. | 6.46% | Reduce -9.9% | 55,640 | $38.1M |
| New Insight Wealth Advisors | 13.61% | Add +9.7% | 55,634 | $38.1M |
| Wealth Alliance, LLC | 3.73% | Add +0.2% | 55,619 | $38.1M |
| Enzi Wealth | 13.41% | Reduce -10.0% | 54,852 | $38.0M |
| Adirondack Capital Advisors, LLC | 25.43% | — | 55,213 | $37.8M |
| Monograph Wealth Advisors, LLC | 3.69% | Reduce -1.2% | 54,837 | $37.6M |
| Chemung Canal Trust Co. | 7.40% | Add +4.6% | 54,604 | $37.4M |
| Durante & Waters, LLC | 26.00% | Add +3.3% | 54,415 | $37.3M |
| Atlas Legacy Advisors, LLC | 6.46% | Add +15.1% | 53,703 | $36.8M |
| Ameritas Advisory Services, LLC | 1.37% | Reduce -37.3% | 53,495 | $36.6M |
| Aurdan Capital Management, LLC | 11.27% | Add +4.3% | 53,341 | $36.5M |
| Orin Green Financial, LLC | 14.60% | Add +2.6% | 53,275 | $36.5M |
| Parr McKnight Wealth Management Group, LLC | 4.76% | Reduce -6.2% | 53,032 | $36.3M |
| Private Client Services, LLC | 11.33% | Add +14.2% | 52,949 | $36.3M |
| Sfmg, LLC | 2.43% | Reduce -0.4% | 52,936 | $36.3M |
| Kanawha Capital Management LLC | 2.50% | Reduce -0.2% | 52,911 | $36.2M |
| Ballew Advisors, Inc | 20.38% | Reduce -0.7% | 51,893 | $36.2M |
| Gradient Capital Advisors, LLC | 9.20% | Reduce -0.7% | 52,144 | $35.7M |
| Alliance Wealth Management Group | 7.82% | Add +3.0% | 52,014 | $35.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 2.02% | Add +17.0% | 51,950 | $35.6M |
| Exencial Wealth Advisors, LLC | 1.13% | Reduce -2.9% | 51,876 | $35.5M |
| River Wealth Advisors LLC | 3.98% | Add +0.3% | 51,874 | $35.5M |
| IFP Advisors, Inc | 0.80% | Reduce -4.2% | 51,716 | $35.4M |
| Meridian Management Co. | 8.72% | Add +1.6% | 51,435 | $35.2M |
| Cypress Financial Planning LLC | 9.85% | Add +0.5% | 51,050 | $35.2M |
| Elevated Financial Group LLC | 12.15% | — | 51,296 | $35.1M |
| Soltis Investment Advisors LLC | 2.31% | Reduce -1.8% | 51,156 | $35.0M |
| Syon Capital LLC | 1.75% | Reduce -0.8% | 51,140 | $35.0M |
| Atlantic Family Wealth, LLC | 26.44% | Reduce -0.2% | 51,120 | $35.0M |
| Integrated Capital Management, LLC | 15.04% | Reduce -1.1% | 51,079 | $35.0M |
| HCR Wealth Advisors | 3.46% | Add +23.3% | 50,961 | $34.9M |
| Atwater Malick LLC | 9.62% | Add +11.4% | 50,906 | $34.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.40% | Add +0.4% | 50,875 | $34.8M |
| J.E. Simmons & Co., P.C. | 22.57% | — | 50,822 | $34.8M |
| Cambient Family Office, LLC | 4.96% | — | 50,794 | $34.8M |
| Fortitude Family Office, LLC | 8.12% | Add +2.9% | 50,643 | $34.7M |
| SVB Wealth LLC | 2.04% | Add +14.0% | 50,452 | $34.6M |
| O'shaughnessy Asset Management, LLC | 0.19% | Add +8.4% | 50,364 | $34.5M |
| Unisphere Establishment | 0.26% | New | 50,000 | $34.2M |
| Elk River Wealth Management LLC | 5.49% | Reduce -2.7% | 50,092 | $34.2M |
| Flagship Private Wealth, LLC | 13.44% | Add +2.5% | 49,875 | $34.2M |
| VestGen Advisors, LLC | 1.44% | Reduce -3.6% | 49,497 | $33.9M |
| AMS Capital Ltda | 13.09% | Add +21.3% | 49,414 | $33.8M |
| CFS Investment Advisory Services, LLC | 2.47% | Add +4.4% | 49,368 | $33.8M |
| VeraBank, N.A. | 6.11% | Add +5.7% | 49,032 | $33.6M |
| Beacon Financial Planning, Inc. | 16.17% | Reduce -0.9% | 48,963 | $33.5M |
| NorthLanding Financial Partners, LLC | 26.88% | Add +1.9% | 48,870 | $33.5M |
| Verus Financial Partners, Inc. | 3.06% | Reduce -1.0% | 47,853 | $33.3M |
| Sei Investments Co. | 0.03% | Add +453.9% | 48,409 | $33.2M |
| Signaturefd, LLC | 0.51% | Add +0.2% | 48,403 | $33.2M |
| Okabena Investment Services Inc. | 6.31% | Reduce -3.7% | 48,320 | $33.1M |
| Lee, Kelleher & Klein Wealth Management | 19.63% | Add +2.7% | 48,034 | $32.9M |
| Nottingham Advisors, Inc. | 4.58% | Add +0.1% | 47,939 | $32.8M |
| Alongside, LLC | 10.89% | — | 47,871 | $32.8M |
| Middleton & Co. Inc. | 3.48% | Add +1.7% | 47,853 | $32.8M |
| Dynamic Advisor Solutions LLC | 1.05% | Reduce -19.4% | 47,741 | $32.7M |
| Carbahal Olsen Financial Services Group, LLC | 25.04% | Reduce -0.5% | 47,613 | $32.6M |
| AlphaCore Capital LLC | 0.72% | Add +73.4% | 47,152 | $32.3M |
| Verus Capital Partners, LLC | 2.16% | Add +2.0% | 46,981 | $32.2M |
| Arax Advisory Partners | 0.94% | New | 46,943 | $32.2M |
| Benjamin Edwards Inc. | 0.36% | Add +2.1% | 46,821 | $32.1M |
| IFS Advisors, LLC | 16.67% | Reduce -24.3% | 46,844 | $32.1M |
| Community Bank, N.A. | 3.79% | Reduce -0.7% | 46,832 | $32.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 3.86% | — | 46,757 | $32.0M |
| Altus Wealth Group LLC | 12.77% | Add +4.7% | 46,663 | $32.0M |
| WealthShield Partners, LLC | 3.51% | Add +3.0% | 46,518 | $31.9M |
| Compass Financial Group, Inc. | 14.03% | Add +0.5% | 46,401 | $31.8M |
| Sandy Cove Advisors, LLC | 9.41% | Reduce -2.3% | 46,389 | $31.8M |
| Aptus Capital Advisors, LLC | 0.27% | Add +0.6% | 46,274 | $31.7M |
| Diversified Trust Co. | 0.58% | Add +9.6% | 46,269 | $31.7M |
| Shepherd Financial Partners LLC | 2.93% | Add +2.7% | 46,235 | $31.7M |
| Bedminster, LLC | 29.09% | — | 46,234 | $31.7M |
| Cornerstone Advisors Asset Management, LLC | 5.13% | Reduce -3.0% | 46,186 | $31.6M |
| Pettinga Financial Advisors LLC | 5.99% | Reduce -0.6% | 46,082 | $31.6M |
| Pennsylvania Capital Management Inc. | 8.62% | Reduce -0.6% | 45,842 | $31.4M |
| Grove Bank & Trust | 3.53% | Add +3.3% | 45,799 | $31.4M |
| Cascade Financial Partners, LLC | 3.17% | Reduce -4.4% | 45,666 | $31.3M |
| Meridian Wealth Management, LLC | 1.10% | Reduce -1.2% | 45,626 | $31.3M |
| BridgePort Financial Solutions, LLC | 8.39% | Reduce -7.8% | 45,607 | $31.2M |
| PFG Private Wealth Management, LLC | 13.61% | New | 45,433 | $31.1M |
| PAX Financial Group, LLC | 5.36% | Add +9.2% | 45,388 | $31.1M |
| Diversify Wealth Management, LLC | 1.45% | Add +879.5% | 44,599 | $31.1M |
| Verger Capital Management LLC | 9.20% | Reduce -2.3% | 45,344 | $31.1M |
| a16z Perennial Management, L.P. | 2.46% | Reduce -89.1% | 45,250 | $31.0M |
| Custos Family Office, LLC | 21.10% | Reduce -7.7% | 45,127 | $30.9M |
| Silverleafe Capital Partners, LLC | 9.15% | Reduce -1.6% | 44,964 | $30.8M |
| Adapt Wealth Advisors, LLC | 10.57% | Add +1.9% | 44,877 | $30.7M |
| Sovran Advisors, LLC | 2.61% | Add +0.7% | 44,151 | $30.7M |
| Patton Albertson Miller Group, LLC | 3.61% | Reduce -0.4% | 44,783 | $30.7M |
| Matrix Trust Co | 5.06% | No change | 44,766 | $30.7M |
| JHP Wealth Management, LLC | 29.54% | — | 44,533 | $30.5M |
| Cadinha & Co. LLC | 4.70% | Add +4.3% | 44,435 | $30.4M |
| Itau Unibanco Holding S.A. | 0.75% | New | 44,415 | $30.4M |
| Hicks Capital Management LLC | 30.63% | New | 44,396 | $30.4M |
| Moody National Bank Trust Division | 2.90% | No change | 43,985 | $30.1M |
| Simplicity Wealth,LLC | 1.79% | Reduce -51.4% | 43,732 | $30.0M |
| Client First Capital LLC | 12.76% | Add +21.5% | 43,589 | $29.9M |
| Diversify Advisory Services, LLC | 0.94% | Add +2.2% | 42,774 | $29.7M |
| Adaptive Financial Consulting, LLC | 11.56% | Add +2.1% | 43,380 | $29.7M |
| Powerhouse Assets LLC | 26.11% | — | 43,343 | $29.7M |
| Intrepid Financial Planning Group LLC | 11.21% | Reduce -1.4% | 43,044 | $29.5M |
| Acima Private Wealth, LLC | 9.13% | Reduce -1.7% | 42,953 | $29.4M |
| Catalyst Private Wealth, LLC | 12.81% | Reduce -1.9% | 42,825 | $29.3M |
| Alpine Bank Wealth Management | 4.13% | Reduce -0.2% | 42,574 | $29.2M |
| First National Bank of Hutchinson | 17.04% | Reduce -2.7% | 42,474 | $29.1M |
| SageView Advisory Group, LLC | 0.98% | Reduce -2.9% | 42,407 | $29.0M |
| Lantz Financial LLC | 6.12% | Add +0.3% | 42,333 | $29.0M |
| E Fund Management (Hong Kong) Co., Ltd. | 9.73% | Add +19.4% | 41,442 | $28.9M |
| CIBC Asset Management Inc | 0.07% | Add +0.0% | 42,234 | $28.9M |
| Scotia Capital Inc. | 0.12% | Add +18.3% | 42,211 | $28.9M |
| CacheTech Inc. | 5.34% | Reduce -1.7% | 42,105 | $28.8M |
| Cypress Wealth Services, LLC | 3.99% | Reduce -0.1% | 42,088 | $28.8M |
| Fairman Group, LLC | 23.01% | Add +1.3% | 42,047 | $28.8M |
| Cary Street Partners Financial LLC | 0.71% | Add +7.7% | 42,042 | $28.8M |
| Nwam LLC | 1.61% | Reduce -12.3% | 41,642 | $28.8M |
| Nadler Financial Group, Inc. | 2.68% | Add +2.3% | 42,005 | $28.8M |
| Advus Financial Partners, LLC | 6.96% | Reduce -1.0% | 41,942 | $28.7M |
| Financial Life Planners | 20.62% | Add +2.3% | 41,934 | $28.7M |
| Sanchez Wealth Management Group | 6.13% | Reduce -1.4% | 41,863 | $28.7M |
| London Co. of Virginia | 0.16% | Add +134.3% | 41,699 | $28.6M |
| Miramontes Capital, LLC | 9.73% | — | 41,666 | $28.5M |
| Summit Wealth Partners, LLC | 5.27% | Add +5.5% | 41,649 | $28.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.03% | Reduce -31.1% | 41,550 | $28.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.99% | Reduce -0.7% | 41,483 | $28.4M |
| Naples Global Advisors, LLC | 2.12% | Add +0.2% | 41,425 | $28.4M |
| Focus Partners Advisor Solutions, LLC | 0.35% | Add +15.9% | 41,306 | $28.3M |
| Kelly Financial Services LLC | 7.09% | Add +16.1% | 41,298 | $28.3M |
| Adams Wealth Management | 6.03% | Reduce -1.6% | 41,253 | $28.3M |
| Pinion Investment Advisors, LLC | 6.89% | Add +20.0% | 41,218 | $28.2M |
| Fidelis Wealth Advisors LLC | 40.83% | — | 41,120 | $28.2M |
| JMG Financial Group, Ltd. | 0.79% | Reduce -1.5% | 41,070 | $28.1M |
| Birch Hill Investment Advisors LLC | 1.17% | Add +0.2% | 41,008 | $28.1M |
| Keystone Wealth Services, LLC | 5.91% | Reduce -1.3% | 40,943 | $28.0M |
| Drive Wealth Management, LLC | 5.47% | Reduce -4.3% | 40,883 | $28.0M |
| Bfsg, LLC | 2.72% | Add +14.6% | 40,851 | $28.0M |
| William Howard & Co Financial Advisors Inc | 23.52% | Reduce -1.1% | 40,739 | $27.9M |
| Continuum Wealth Advisors, LLC | 10.75% | Reduce -3.6% | 40,624 | $27.8M |
| Beacon Investment Advisory Services, Inc. | 1.13% | Reduce -0.8% | 40,536 | $27.8M |
| NewEdge Wealth, LLC | 0.31% | Add +16.5% | 40,480 | $27.7M |
| Aspen Grove Capital, LLC | 4.79% | Reduce -6.2% | 40,353 | $27.6M |
| Vivid Wealth Management, LLC | 10.73% | Add +0.5% | 40,296 | $27.6M |
| Liberty Wealth Management LLC | 3.56% | Add +0.2% | 40,337 | $27.6M |
| First Manhattan Co. Llc. | 0.07% | Add +561.2% | 40,230 | $27.6M |
| Richwood Investment Advisors, LLC | 19.72% | Add +5.7% | 39,583 | $27.5M |
| Keystone Financial Services | 8.28% | Add +5.5% | 40,068 | $27.4M |
| Abound Wealth Management | 6.43% | Add +2.9% | 40,044 | $27.4M |
| Evermay Wealth Management LLC | 3.06% | Reduce -3.4% | 39,828 | $27.3M |
| WHI TRUST Co LLC | 20.99% | — | 39,771 | $27.2M |
| Belpointe Asset Management LLC | 0.98% | Add +4.5% | 39,767 | $27.2M |
| Destiny Capital Corp | 14.01% | Add +3.5% | 39,755 | $27.2M |
| Riverpoint Wealth Management Holdings, LLC | 5.85% | Reduce -2.1% | 39,745 | $27.2M |
| Legacy Trust | 5.09% | Add +6.2% | 39,728 | $27.2M |
| Hubbell Strickland Wealth Management, LLC | 10.93% | Add +2.0% | 39,670 | $27.2M |
| Wealth Dimensions Group, Ltd. | 5.39% | Reduce -0.7% | 39,658 | $27.2M |
| ONE Advisory Partners, LLC | 8.19% | Add +0.6% | 39,640 | $27.2M |
| Eldridge Investment Advisors, Inc. | 5.96% | Reduce -0.9% | 39,535 | $27.1M |
| Prairieview Wealth Partners, LLC | 24.56% | Add +0.9% | 39,532 | $27.1M |
| CM Wealth Advisors LLC | 6.11% | Add +8.0% | 39,461 | $27.0M |
| Breakthru Advisory Services, LLC | 17.27% | Reduce -13.0% | 39,444 | $27.0M |
| Human Investing LLC | 3.81% | Reduce -1.1% | 39,417 | $27.0M |
| Eley Financial Management, Inc | 9.68% | Add +1.0% | 39,348 | $27.0M |
| Teachers Insurance & Annuity Association of America | 31.61% | Reduce -4.3% | 39,280 | $26.9M |
| Fsa Wealth Partners, Inc. | 9.67% | Add +0.2% | 39,271 | $26.9M |
| Peddock Capital Advisors, LLC | 5.63% | Add +6.4% | 39,223 | $26.9M |
| Essex Financial Services, Inc. | 1.52% | Add +0.2% | 39,103 | $26.8M |
| New England Asset Management Inc. | 3.62% | No change | 38,985 | $26.7M |
| Townsend Financial Planning, LLC | 26.58% | — | 38,783 | $26.6M |
| American Wealth Advisors, LLC | 26.08% | Reduce -2.5% | 38,758 | $26.6M |
| Dagco, Inc. | 6.13% | Add +2.9% | 38,735 | $26.5M |
| Fairway Wealth LLC | 7.14% | Add +2.5% | 38,647 | $26.5M |
| Charles Schwab Trust Co | 1.74% | Reduce -5.2% | 38,589 | $26.4M |
| Exchange Traded Concepts, LLC | 0.22% | Add +61.1% | 38,342 | $26.3M |
| IAG Wealth Partners, LLC | 3.04% | Reduce -6.2% | 38,341 | $26.3M |
| Wick Capital Partners, LLC | 4.71% | Reduce -1.8% | 38,337 | $26.3M |
| 4J Wealth Management LLC | 15.01% | Add +0.2% | 38,297 | $26.2M |
| PJT Investments Corp. | 15.34% | Add +33.7% | 38,253 | $26.2M |
| GenWealth Group, Inc. | 4.45% | Add +5.8% | 37,598 | $26.1M |
| Vestmark Advisory Solutions, Inc. | 0.35% | Reduce -21.3% | 38,106 | $26.1M |
| Hengehold Capital Management LLC | 2.19% | Reduce -1.1% | 37,981 | $26.0M |
| McAdam, LLC | 1.19% | Reduce -0.9% | 37,913 | $26.0M |
| Sterling Investment Advisors LLC | 12.56% | Add +0.7% | 37,890 | $26.0M |
| VERITY Wealth Advisors | 16.10% | No change | 37,850 | $25.9M |
| Commonwealth Financial Services, LLC | 4.26% | Add +2.4% | 37,683 | $25.8M |
| Gilbert Capital Group, Inc. | 19.39% | Add +13.7% | 37,664 | $25.8M |
| Vantage Financial Partners, LLC | 5.19% | Reduce -0.5% | 37,356 | $25.6M |
| Southern Capital Advisors, LLC | 11.78% | Add +0.7% | 37,267 | $25.5M |
| Yukon Wealth Management, Inc. | 14.68% | Reduce -11.0% | 36,965 | $25.5M |
| Nova R Wealth, Inc. | 9.28% | Reduce -7.5% | 37,177 | $25.5M |
| Investment Advisory Services Group LLC | 22.43% | — | 36,887 | $25.3M |
| Fusion Family Wealth, LLC | 1.91% | Reduce -0.3% | 36,869 | $25.3M |
| Orion Capital Management LLC | 8.51% | Add +2.7% | 36,815 | $25.2M |
| Shared Vision Wealth Group LLC | 10.20% | Reduce -4.0% | 36,190 | $25.2M |
| Mission Wealth Management, LP | 0.51% | Reduce -4.9% | 36,737 | $25.2M |
| Waldron Private Wealth LLC | 0.99% | Reduce -0.5% | 36,720 | $25.2M |
| Stephenson & Company, Inc. | 13.72% | Add +1.5% | 36,478 | $25.0M |
| Hilltop Wealth Advisors, LLC | 12.54% | Add +0.4% | 36,453 | $25.0M |
| GC Wealth Management RIA, LLC | 0.91% | Add +46.1% | 36,372 | $24.9M |
| One Wealth Advisors, LLC | 3.04% | Reduce -1.3% | 36,302 | $24.9M |
| Moller Wealth Partners | 5.20% | Reduce -7.5% | 36,288 | $24.9M |
| Members Wealth LLC | 15.41% | Reduce -3.2% | 35,361 | $24.6M |
| Stevens Capital Partners | 6.44% | Add +15.3% | 35,918 | $24.6M |
| LGL Partners, LLC | 10.49% | Reduce -0.2% | 35,883 | $24.6M |
| Ascent Group, LLC | 0.84% | Add +12.7% | 35,805 | $24.5M |
| Keyvantage Wealth, LLC | 10.48% | Add +2298.4% | 35,784 | $24.5M |
| Vericrest Private Wealth | 21.78% | — | 35,783 | $24.5M |
| Saiph Capital, LLC | 8.80% | Add +1.3% | 35,776 | $24.5M |
| Arvest Investments, Inc. | 3.44% | Add +5.1% | 35,744 | $24.5M |
| DeDora Capital, Inc. | 5.78% | Add +0.2% | 35,660 | $24.4M |
| Diversified Portfolios, Inc. | 2.03% | Reduce -4.3% | 35,559 | $24.4M |
| CVA Family Office, LLC | 2.80% | Add +0.5% | 35,508 | $24.3M |
| Jackson Wealth Management, LLC | 2.36% | Add +8.0% | 35,369 | $24.2M |
| Pallas Capital Advisors LLC | 0.80% | Add +22.1% | 35,198 | $24.1M |
| Park Place Capital Corp | 5.01% | Reduce -8.4% | 35,148 | $24.1M |
| Bradley Foster & Sargent Inc. | 0.35% | Reduce -5.3% | 35,141 | $24.1M |
| Kastel Capital Advisors, LLC | 14.77% | — | 35,140 | $24.1M |
| XML Financial, LLC | 1.96% | Add +3.1% | 35,060 | $24.0M |
| Flagstar Securities, Inc. | 8.03% | Reduce -10.7% | 34,999 | $24.0M |
| OpenArc Corporate Advisory, LLC | 0.40% | — | 34,927 | $23.9M |
| Pacific Financial Group Inc. | 13.30% | Add +6.8% | 34,922 | $23.9M |
| Certified Advisory Corp | 2.17% | Reduce -1.9% | 34,816 | $23.8M |
| Capital Insight Partners, LLC | 5.02% | Reduce -7.8% | 34,660 | $23.7M |
| Madison Wealth Partners, Inc | 4.33% | Add +3.0% | 34,651 | $23.7M |
| TAGStone Capital, Inc. | 8.84% | Add +0.2% | 34,633 | $23.7M |
| Willis Johnson & Associates, Inc. | 1.46% | Add +3.4% | 34,603 | $23.7M |
| Walkner Condon Financial Advisors LLC | 3.29% | Reduce -1.5% | 34,553 | $23.7M |
| Sage Advisory Services, Ltd.Co. | 12.88% | Add +36.0% | 34,523 | $23.6M |
| Grey Ledge Advisors, LLC | 5.34% | Add +5.8% | 34,483 | $23.6M |
| Emergent Wealth Advisors, LLC | 13.27% | Reduce -2.1% | 34,455 | $23.6M |
| Ameliora Wealth Management Ltd. | 7.19% | Add +14.8% | 34,443 | $23.6M |
| Renaissance Technologies | 0.04% | New | 34,420 | $23.6M |
| Tepp RIA, LLC | 23.32% | Add +6.3% | 34,394 | $23.6M |
| SBI Securities Co., Ltd. | 0.60% | Reduce -5.1% | 33,883 | $23.2M |
| Sageworth Trust Co | 0.99% | Reduce -0.1% | 33,765 | $23.1M |
| Cypress Capital Group | 2.56% | Add +0.2% | 33,407 | $22.9M |
| Van Hulzen Asset Management, LLC | 1.68% | Add +4.3% | 33,358 | $22.8M |
| Lynch & Associates | 4.32% | Reduce -0.7% | 33,320 | $22.8M |
| Beirne Wealth Consulting Services, LLC | 6.59% | Add +0.9% | 33,194 | $22.8M |
| Waters Parkerson & Co., LLC | 1.12% | Reduce -0.6% | 33,169 | $22.7M |
| Western Wealth Management, LLC | 1.05% | Reduce -2.1% | 33,121 | $22.7M |
| Providence Financial Advisors, LLC | 22.62% | Reduce -2.9% | 33,113 | $22.7M |
| Colonial Trust Co / SC | 3.02% | Add +6.3% | 33,041 | $22.6M |
| AtlasMark Financial, Inc | 14.61% | Add +4.3% | 33,034 | $22.6M |
| WBH Advisory Inc. | 1.67% | Add +0.4% | 33,016 | $22.6M |
| Rock Creek Group LLC | 2.53% | Reduce -13.4% | 32,994 | $22.6M |
| Sunbeam Capital Management, LLC | 13.38% | Add +1.6% | 32,956 | $22.6M |
| 4Thought Financial Group Inc. | 11.18% | Reduce -6.8% | 32,955 | $22.6M |
| B&D White Capital Company, LLC | 2.62% | Add +1.0% | 32,955 | $22.6M |
| Williams Financial, LLC | 13.05% | Add +112.7% | 32,921 | $22.5M |
| Parcion Private Wealth LLC | 1.37% | Add +33715.3% | 894,415 | $22.5M |
| Outlook Wealth Advisors, LLC | 5.10% | Add +2.4% | 32,896 | $22.5M |
| Holland Advisory Services, Inc. | 30.36% | Add +1.2% | 32,849 | $22.5M |
| Sherman Asset Management, Inc. | 18.99% | Add +0.7% | 32,749 | $22.4M |
| Hoese & Co LLP | 15.98% | Reduce -2.6% | 32,734 | $22.4M |
| Kraft, Davis & Associates, LLC | 5.02% | Reduce -4.8% | 32,158 | $22.4M |
| Mill Creek Capital Advisors, LLC | 0.46% | Reduce -5.7% | 32,692 | $22.4M |
| Trademark Financial Management, LLC | 12.31% | Reduce -9.2% | 32,658 | $22.4M |
| Avaii Wealth Management, LLC | 8.07% | Reduce -4.3% | 32,486 | $22.3M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.68% | Reduce -9.5% | 32,394 | $22.2M |
| Wedbush Securities Inc. | 0.64% | Add +10.8% | 32,235 | $22.1M |
| Avestar Capital, LLC | 1.51% | Reduce -2.2% | 32,126 | $22.0M |
| Insight 2811, Inc. | 9.71% | Reduce -0.0% | 32,102 | $22.0M |
| Goldstone Financial Group, LLC | 2.45% | Reduce -1.6% | 32,063 | $22.0M |
| Life Line Wealth Management LLC | 6.47% | Add +5.0% | 31,988 | $21.9M |
| Beacon Financial Group | 2.18% | Add +0.5% | 31,975 | $21.9M |
| Pines Wealth Management, LLC | 7.08% | Add +1.3% | 31,952 | $21.9M |
| EverSource Wealth Advisors, LLC | 0.81% | Reduce -2.8% | 31,949 | $21.9M |
| Shelter Mutual Insurance Co | 4.87% | Add +188.1% | 31,896 | $21.8M |
| Summit Asset Management, LLC | 3.09% | Add +1.2% | 31,884 | $21.8M |
| Boston Research & Management Inc. | 5.03% | Add +8.1% | 31,827 | $21.8M |
| Vanguard Group Inc. | 0.00% | Add +1.3% | 31,602 | $21.6M |
| Ade, LLC | 10.46% | Add +4.9% | 31,543 | $21.6M |
| Harbor Group, Inc. | 3.23% | Add +0.9% | 31,489 | $21.6M |
| Great Valley Advisor Group, Inc. | 0.41% | Add +4.2% | 31,449 | $21.5M |
| ArborFi Advisors, LLC | 17.40% | Reduce -0.3% | 31,297 | $21.4M |
| Congress Park Capital LLC | 6.37% | Add +6.0% | 31,124 | $21.3M |
| Braeburn Wealth Management LLC | 10.87% | — | 31,064 | $21.3M |
| Mycio Wealth Partners, LLC | 4.38% | Add +0.6% | 30,912 | $21.2M |
| Asset Management Group, Inc. | 3.41% | Reduce -0.0% | 30,763 | $21.1M |
| Astra Wealth Partners LLC | 12.88% | Add +1.4% | 30,757 | $21.1M |
| KPP Advisory Services LLC | 3.06% | Reduce -8.3% | 30,737 | $21.1M |
| Smith Shellnut Wilson LLC | 8.06% | Reduce -0.2% | 30,691 | $21.0M |
| IMC-Chicago, LLC | 0.37% | Add +37.0% | 30,647 | $21.0M |
| Patriot Financial Group Insurance Agency, LLC | 2.50% | Reduce -1.1% | 30,606 | $21.0M |
| Interactive Financial Advisors, Inc. | 13.49% | Reduce -21.6% | 30,473 | $20.9M |
| JCSD Capital, LLC | 28.87% | No change | 30,450 | $20.9M |
| Centennial Wealth Advisory LLC | 5.50% | Reduce -0.1% | 30,361 | $20.8M |
| Compagnie Lombard Odier SCmA | 0.23% | Add +5.0% | 30,360 | $20.8M |
| Nomura Asset Management Co. Ltd. | 0.05% | Reduce -32.4% | 30,270 | $20.7M |
| Coordinated Financial Services, Inc. | 12.04% | Add +5.4% | 30,193 | $20.7M |
| Trek Financial, LLC | 1.20% | Add +23.1% | 30,138 | $20.6M |
| Foundry Financial Group, Inc. | 10.27% | Add +2.1% | 29,962 | $20.5M |
| Sunbelt Securities, Inc. | 1.37% | Add +2.2% | 29,936 | $20.5M |
| Ducere Wealth Management LLC | 7.92% | — | 29,915 | $20.5M |
| Aspen Wealth Strategies, LLC | 11.21% | Reduce -11.4% | 29,902 | $20.5M |
| Thomasville National Bank | 1.27% | Reduce -0.5% | 29,830 | $20.4M |
| Chesley Taft & Associates LLC | 0.80% | Add +4.4% | 29,762 | $20.4M |
| Element Wealth, LLC | 8.41% | Reduce -0.5% | 29,683 | $20.3M |
| Sax Wealth Advisors, LLC | 0.95% | Add +2.5% | 29,612 | $20.3M |
| Oak Wealth Advisors LLC | 11.64% | Reduce -4.9% | 29,593 | $20.3M |
| ACT Advisors, LLC. | 7.98% | Reduce -2.2% | 29,559 | $20.2M |
| Market Street Wealth Management Advisors LLC | 3.14% | Reduce -1.7% | 29,467 | $20.2M |
| Headland Capital, LLC | 5.61% | Add +0.5% | 29,424 | $20.2M |
| Canvas Wealth Advisors, LLC | 3.42% | Add +2.2% | 29,396 | $20.1M |
| CRA Financial Services, LLC | 2.61% | Add +1.3% | 29,163 | $20.0M |
| Advyzon Investment Management, LLC | 2.32% | Add +197.8% | 29,146 | $20.0M |
| Rothschild Wealth LLC | 1.92% | Add +17.2% | 29,103 | $19.9M |
| Caldwell Trust Co | 1.77% | Add +1.4% | 29,066 | $19.9M |
| Trustmark Bank Trust Department | 1.25% | Add +3.6% | 29,022 | $19.9M |
| Common Fund for Nonprofit Organizations | 1.61% | Add +0.3% | 28,933 | $19.8M |
| Retirement Systems of Alabama | 0.06% | Reduce -0.3% | 28,898 | $19.8M |
| SMI Advisory Services, LLC | 3.40% | Reduce -17.4% | 28,245 | $19.7M |
| SIMA Wealth Partners, LLC | 14.92% | Reduce -10.7% | 28,640 | $19.6M |
| Independent Advisor Alliance | 0.48% | Add +0.6% | 28,622 | $19.6M |
| Legacy Financial Group LLC | 2.42% | Add +3.6% | 28,432 | $19.6M |
| RFG Advisory, LLC | 0.37% | Add +3.3% | 28,612 | $19.6M |
| Wesbanco Bank Inc. | 0.54% | Reduce -0.5% | 28,562 | $19.6M |
| Roger Wittlin Investment Advisory, LLC | 13.68% | Reduce -24.2% | 28,556 | $19.6M |
| Taylor & Morgan Wealth Management, LLC | 10.89% | Reduce -3.4% | 28,379 | $19.4M |
| Signet Private Wealth LLC | 18.59% | — | 28,354 | $19.4M |
| Becker Capital Management Inc. | 0.55% | Add +14.7% | 28,294 | $19.4M |
| Cooper/Haims Advisors, LLC | 8.81% | Add +6.9% | 28,292 | $19.4M |
| Stratos Wealth Advisors, LLC | 0.94% | Add +0.6% | 28,267 | $19.4M |
| Dimension Capital Management LLC | 2.70% | Reduce -15.1% | 28,084 | $19.3M |
| NRI Wealth Management LC | 9.83% | Reduce -2.2% | 28,128 | $19.3M |
| Kingsview Wealth Management, LLC | 0.28% | Add +6.3% | 28,094 | $19.2M |
| NorthRock Partners, LLC | 0.33% | Add +14.4% | 28,087 | $19.2M |
| CWA Asset Management Group, LLC | 0.69% | Add +3.6% | 27,949 | $19.1M |
| Curry Webb Wealth Management LLC | 9.48% | — | 27,891 | $19.1M |
| Acropolis Investment Management, LLC | 0.86% | Reduce -2.8% | 27,840 | $19.1M |
| CENTRAL TRUST Co | 0.37% | Add +3.1% | 27,833 | $19.1M |
| Steel Grove Capital Advisors, LLC | 1.98% | Add +0.2% | 27,755 | $19.0M |
| Empower Advisory Group, LLC | 0.05% | Add +5.8% | 27,619 | $18.9M |
| Kilter Group LLC | 8.39% | Add +2.1% | 27,577 | $18.9M |
| Fifth Lane Capital, LP | 22.50% | No change | 27,500 | $18.8M |
| PFG Advisors | 0.91% | Add +15.8% | 27,391 | $18.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.25% | Reduce -6.7% | 27,369 | $18.7M |
| NWF Advisory Services Inc. | 2.07% | Reduce -2.6% | 27,280 | $18.7M |
| Blueprint Investment Partners LLC | 2.00% | Add +0.4% | 27,262 | $18.7M |
| Hemming& Wealth Management, Inc. | 12.76% | — | 27,228 | $18.6M |
| BCGM Wealth Management, LLC | 4.76% | Reduce -0.6% | 27,221 | $18.6M |
| Associated Banc-Corp | 0.48% | Add +8.2% | 27,182 | $18.6M |
| Bank of New Hampshire | 4.18% | Add +6.7% | 27,163 | $18.6M |
| SWP Financial LLC | 9.33% | Reduce -12.7% | 27,142 | $18.6M |
| BTC Capital Management, Inc. | 1.30% | Add +1.4% | 27,140 | $18.6M |
| Gradient Investments LLC | 0.29% | Add +7.0% | 27,130 | $18.6M |
| Global Wealth Management Investment Advisory, Inc. | 2.97% | Add +3.5% | 27,050 | $18.5M |
| Generali Investments CEE, investicni spolecnost, a.s. | 1.30% | No change | 27,000 | $18.5M |
| ICONIQ Capital, LLC | 0.28% | Add +147.1% | 26,960 | $18.5M |
| Trifecta Capital Advisors, LLC | 2.72% | Add +1.6% | 26,796 | $18.4M |
| Wiser Wealth Management, Inc | 4.08% | Reduce -7.5% | 26,785 | $18.3M |
| Montecito Bank & Trust | 2.92% | Reduce -1.1% | 26,745 | $18.3M |
| Ausdal Financial Partners, Inc. | 0.85% | Add +0.7% | 26,703 | $18.3M |
| Eq LLC | 5.19% | Reduce -21.1% | 26,299 | $18.0M |
| Providence Capital Advisors, LLC | 3.02% | Reduce -1.5% | 26,244 | $18.0M |
| Global Wealth Management, LLC | 9.67% | Reduce -12.7% | 26,225 | $18.0M |
| Fairvoy Private Wealth, LLC | 4.01% | Add +0.9% | 26,181 | $17.9M |
| Everpar Advisors LLC | 6.65% | Add +41.2% | 26,166 | $17.9M |
| Venture Visionary Partners LLC | 0.58% | Add +7.8% | 25,997 | $17.9M |
| Columbus Macro, LLC | 1.95% | Add +8.0% | 25,984 | $17.8M |
| EPG Wealth Management LLC | 4.79% | Add +0.1% | 25,983 | $17.8M |
| Traveka Wealth, LLC | 7.23% | Add +29.6% | 25,914 | $17.7M |
| Signature Estate & Investment Advisors LLC | 0.36% | Add +1.3% | 25,910 | $17.7M |
| Invst, LLC | 1.92% | Reduce -5.3% | 25,825 | $17.7M |
| BIP Wealth, LLC | 0.62% | Add +41.9% | 25,781 | $17.7M |
| Fort Point Capital Partners LLC | 2.14% | Add +4.5% | 25,381 | $17.6M |
| Kingswood Wealth Advisors, LLC | 0.85% | Reduce -19.5% | 25,762 | $17.6M |
| Bigelow Investment Advisors, LLC | 6.88% | Add +4.9% | 25,697 | $17.6M |
| Zhang Financial LLC | 0.66% | Reduce -3.3% | 25,662 | $17.6M |
| Oarsman Capital, Inc. | 2.28% | Reduce -1.1% | 25,642 | $17.6M |
| Hardy Reed LLC | 1.25% | Add +0.4% | 25,495 | $17.5M |
| Sovereign Financial Group, Inc. | 3.10% | Reduce -1.1% | 25,410 | $17.4M |
| DWR Wealth Management, LLC | 16.10% | — | 25,143 | $17.3M |
| Pine Valley Investments Ltd Liability Co | 0.86% | Add +0.1% | 25,311 | $17.3M |
| Webster Bank, N. A. | 1.63% | Reduce -2.4% | 25,304 | $17.3M |
| Patriot Investment Management Group, Inc. | 1.09% | Add +33.5% | 25,196 | $17.3M |
| Ironwood Wealth Management, Inc. | 7.73% | Reduce -5.2% | 24,734 | $17.2M |
| Synergy Investment Management, LLC | 6.10% | Add +16.1% | 25,148 | $17.2M |
| MassMutual Private Wealth & Trust, FSB | 0.44% | Add +2.4% | 25,093 | $17.2M |
| Bank Pictet & Cie (Europe) AG | 0.34% | No change | 25,070 | $17.2M |
| American National Bank of Texas | 16.47% | Add +16.5% | 25,030 | $17.1M |
| Beacon Advisors Holdings, LLC | 9.02% | — | 25,018 | $17.1M |
| Breakwater Capital Group | 2.38% | Add +0.9% | 24,854 | $17.0M |
| Edgestream Partners, L.P. | 0.48% | Add +122.3% | 24,805 | $17.0M |
| Aureus Asset Management, LLC | 1.08% | Add +3.4% | 24,765 | $17.0M |
| Parsons Capital Management Inc. | 0.93% | Add +3.5% | 24,724 | $16.9M |
| Peterson Wealth Advisors, LLC | 2.25% | Reduce -1.4% | 24,681 | $16.9M |
| Highview Capital Management LLC | 5.94% | Add +0.4% | 24,600 | $16.8M |
| Elyxium Wealth, LLC | 4.67% | Add +8.7% | 24,567 | $16.8M |
| Harbor Investment Advisory, LLC | 1.26% | Add +36.9% | 24,503 | $16.8M |
| Klingenstein Fields & Co. LP | 0.63% | Add +10.6% | 24,436 | $16.7M |
| Guardian Wealth Advisors, LLC / NC | 1.05% | Reduce -0.5% | 24,349 | $16.7M |
| Evergreen Capital Management LLC | 0.37% | Add +1.5% | 24,335 | $16.7M |
| Verum Partners LLC | 3.36% | Reduce -1.8% | 24,302 | $16.6M |
| Bulltick Wealth Management, LLC | 3.54% | Add +173.6% | 24,296 | $16.6M |
| Mosaic Financial Group, LLC | 11.36% | Add +3.0% | 24,282 | $16.6M |
| Parisi Gray Wealth Management | 3.77% | Reduce -0.3% | 24,215 | $16.6M |
| Cherry Tree Wealth Management, LLC | 3.50% | Add +3.5% | 24,215 | $16.6M |
| GenTrust, LLC | 0.72% | Add +2.0% | 24,192 | $16.6M |
| Peoples Bank | 10.26% | Reduce -2.1% | 24,146 | $16.5M |
| Cyndeo Wealth Partners, LLC | 0.89% | Add +1.5% | 24,139 | $16.5M |
| YHB Investment Advisors, Inc. | 1.14% | Add +6.2% | 23,986 | $16.4M |
| Anderson Hoagland & Co. | 1.41% | Reduce -0.8% | 23,974 | $16.4M |
| Lutz Financial Services LLC | 1.12% | Add +0.9% | 23,966 | $16.4M |
| Caprock Group, LLC | 0.35% | Add +2.8% | 23,947 | $16.4M |
| Disciplina Capital Management LLC | 1.87% | No change | 23,880 | $16.4M |
| Delta Investment Management, LLC | 2.82% | Add +12.3% | 23,760 | $16.3M |
| First National Trust Co | 0.54% | Add +2.4% | 23,755 | $16.3M |
| Proficio Capital Partners LLC | 1.14% | Add +11.4% | 23,675 | $16.2M |
| Nordwand Advisors, LLC | 2.83% | Add +20.9% | 23,668 | $16.2M |
| Contango Wealth Management LLC | 18.11% | — | 23,661 | $16.2M |
| Flagship Harbor Advisors, LLC | 0.76% | Add +3.9% | 23,649 | $16.2M |
| Investment Advisory Group, LLC | 4.17% | Add +3.1% | 23,644 | $16.2M |
| Goepper Burkhardt LLC | 5.28% | Add +22.0% | 23,643 | $16.2M |
| WealthPLAN Partners, LLC | 2.41% | Add +11.2% | 23,573 | $16.1M |
| Broadview Financial Management, LLC | 10.79% | Reduce -1.1% | 23,543 | $16.1M |
| Fusion Capital, LLC | 4.53% | Add +1.2% | 23,493 | $16.1M |
| Capital Group Private Client Services, Inc. | 0.26% | Add +12.0% | 23,478 | $16.1M |
| Genesis Private Wealth, LLC | 4.98% | New | 23,414 | $16.0M |
| Baring Financial LLC | 9.76% | Add +47.5% | 23,400 | $16.0M |
| First Trust Advisors LP | 0.01% | Add +247.3% | 23,399 | $16.0M |
| Ingalls & Snyder LLC | 0.59% | Add +3.4% | 23,391 | $16.0M |
| Pinnacle Family Advisors, LLC | 7.04% | Reduce -0.8% | 23,341 | $16.0M |
| Atlantic Edge Private Wealth Management, LLC | 3.97% | Add +2.7% | 23,287 | $16.0M |
| Moisand Fitzgerald Tamayo, LLC | 1.80% | Reduce -2.7% | 23,258 | $15.9M |
| GM Advisory Group, LLC | 0.62% | Add +13.7% | 23,232 | $15.9M |
| Meadow Creek Wealth Advisors LLC | 10.05% | Add +9.4% | 22,946 | $15.7M |
| Jackson Hole Capital Partners, LLC | 2.68% | Add +1.6% | 22,858 | $15.7M |
| Capital Fund Management S.A. | 0.15% | Add +31.8% | 22,774 | $15.6M |
| Forbes Financial Planning, Inc. | 9.11% | Add +4.2% | 22,736 | $15.6M |
| Mustico Financial Group, Inc. | 11.89% | Add +13.7% | 22,127 | $15.4M |
| Fiera Capital Corp | 0.05% | Add +2.0% | 22,484 | $15.4M |
| Sierra Capital LLC | 1.63% | Reduce -0.9% | 22,484 | $15.4M |
| Seven Mile Advisory | 2.69% | Reduce -4.1% | 22,461 | $15.4M |
| Capital Investment Advisory Services, LLC | 1.09% | Add +0.6% | 22,453 | $15.4M |
| Motive Wealth Advisors | 6.55% | No change | 22,440 | $15.4M |
| LiftPoint Family Wealth Advisors LLC | 13.10% | — | 22,412 | $15.4M |
| Box Hill Private Wealth LLC | 15.52% | — | 22,390 | $15.3M |
| Xponance LLC | 0.11% | Add +9.3% | 22,362 | $15.3M |
| TSA Wealth Managment LLC | 5.07% | Reduce -1.0% | 22,359 | $15.3M |
| Roof Eidam Maycock Peralta, LLC | 3.47% | Add +1.1% | 22,358 | $15.3M |
| Evernest Financial Advisors, LLC | 3.20% | Reduce -18.7% | 21,933 | $15.3M |
| Greenhouse Wealth Management, LLC | 9.04% | Add +0.1% | 22,314 | $15.3M |
| Pembroke Management, LTD | 1.58% | Reduce -0.3% | 22,303 | $15.3M |
| Bay Harbor Wealth Management, LLC | 3.98% | Add +2.0% | 22,226 | $15.2M |
| Tempo Wealth, LLC | 2.71% | — | 22,209 | $15.2M |
| Omega Financial Group, LLC | 5.03% | Add +0.4% | 22,088 | $15.1M |
| HighPoint Advisor Group LLC | 0.33% | New | 22,056 | $15.1M |
| Red Door Wealth Management, LLC | 1.57% | Add +21.6% | 22,052 | $15.1M |
| Old Mission Capital LLC | 0.58% | Add +118.3% | 21,958 | $15.0M |
| ETF Store, Inc. | 15.34% | Reduce -1.6% | 21,952 | $15.0M |
| MFA Wealth Services | 10.15% | Add +0.3% | 21,922 | $15.0M |
| Centurion Wealth Management LLC | 3.29% | Add +1.0% | 21,850 | $15.0M |
| Cibc World Markets Corp. | 0.07% | — | 21,779 | $14.9M |
| GFS Advisors, LLC | 1.77% | Reduce -0.1% | 21,755 | $14.9M |
| Northwest Bancshares, Inc. | 2.88% | Reduce -6.6% | 21,743 | $14.9M |
| Gould Asset Management LLC | 2.63% | Reduce -4.8% | 21,704 | $14.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.27% | Add +0.3% | 21,634 | $14.8M |
| Campion Asset Management | 10.27% | Add +30.6% | 21,607 | $14.8M |
| North Star Investment Management Corp. | 0.93% | Reduce -2.3% | 21,534 | $14.7M |
| Park National Corp. | 0.46% | Reduce -0.8% | 21,505 | $14.7M |
| Secure Asset Management, LLC | 2.32% | Add +1.2% | 21,488 | $14.7M |
| Planwiser Financial, LLC | 11.00% | Add +14.3% | 21,365 | $14.7M |
| Canal Capital Management, LLC | 2.09% | Reduce -10.8% | 21,464 | $14.7M |
| Inman Jager Wealth Management, LLC | 8.97% | Add +12.4% | 21,397 | $14.7M |
| Cobblestone Asset Management LLC | 6.57% | Add +0.7% | 21,359 | $14.6M |
| Private Trust Co. NA | 1.28% | Reduce -9.7% | 21,357 | $14.6M |
| Lakeshore Capital Group, Inc. | 11.67% | Reduce -2.4% | 21,297 | $14.6M |
| JDM Financial Group LLC | 5.66% | Reduce -4.5% | 21,292 | $14.6M |
| Pandora Wealth, Inc. | 8.85% | Add +0.3% | 21,271 | $14.6M |
| Focused Alpha, LLC | 4.26% | — | 21,192 | $14.5M |
| Thoroughbred Financial Services, LLC | 0.86% | Add +1.7% | 21,185 | $14.5M |
| Palisades Hudson Asset Management, L.P. | 5.61% | Reduce -27.4% | 21,108 | $14.5M |
| Keenan, LLC | 12.70% | — | 21,089 | $14.4M |
| Cosner Financial Group, LLC | 7.37% | Reduce -0.6% | 21,085 | $14.4M |
| Syntax Research, Inc. | 8.88% | Add +0.1% | 21,030 | $14.4M |
| Bright Financial Advisors, Inc. | 6.78% | Add +5.0% | 20,966 | $14.4M |
| FOCUS Wealth Advisors, LLC | 6.66% | No change | 20,906 | $14.3M |
| REDW Wealth LLC | 5.45% | Reduce -2.2% | 20,877 | $14.3M |
| Kooman & Associates | 4.22% | Add +0.2% | 20,823 | $14.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.30% | New | 20,767 | $14.2M |
| Beaird Harris Wealth Management, LLC | 0.98% | Add +3.5% | 20,736 | $14.2M |
| Godfrey Financial Associates, Inc. | 12.28% | — | 20,725 | $14.2M |
| DecisionMap Wealth Management, LLC | 8.75% | Add +23.1% | 20,721 | $14.2M |
| Concorde Asset Management, LLC | 5.67% | Add +3.5% | 20,678 | $14.2M |
| Ted Buchan & Co | 5.19% | Add +1.0% | 20,641 | $14.1M |
| Doliver Advisors, LP | 3.54% | Reduce -4.8% | 20,625 | $14.1M |
| MRWM Advisors, LLC | 7.56% | Reduce -7.6% | 20,567 | $14.1M |
| Jump Financial, LLC | 0.19% | New | 20,538 | $14.1M |
| Fortis Capital Advisors, LLC | 2.08% | Add +9.7% | 20,528 | $14.1M |
| Strategic Wealth Partners, Ltd. | 0.96% | Add +1.0% | 20,473 | $14.0M |
| Koshinski Asset Management, Inc. | 0.90% | Reduce -2.5% | 20,404 | $14.0M |
| Eagle Strategies LLC | 1.78% | Add +6.6% | 20,362 | $13.9M |
| Csenge Advisory Group | 0.63% | Add +1.6% | 20,293 | $13.9M |
| TFB Advisors LLC | 3.88% | Add +56.0% | 20,289 | $13.9M |
| Money Concepts Capital Corp. | 0.78% | Reduce -0.1% | 20,288 | $13.9M |
| GWN Securities Inc. | 2.81% | Add +6.5% | 20,285 | $13.9M |
| BG Investment Services, LLC | 12.38% | Reduce -2.4% | 20,284 | $13.9M |
| Glen Eagle Advisors, LLC | 1.89% | Add +7.8% | 20,272 | $13.9M |
| CrossGen Wealth, LLC | 12.22% | — | 20,260 | $13.9M |
| Oak Barrel Wealth Advisory LLC | 8.29% | — | 20,260 | $13.9M |
| Polaris Investment Advisors, LLC | 10.02% | — | 20,244 | $13.9M |
| Sound Stewardship, LLC | 6.62% | Reduce -0.3% | 20,162 | $13.8M |
| Retirement Wealth Solutions LLC | 8.72% | Add +5.9% | 20,155 | $13.8M |
| Latitude Advisors, LLC | 6.07% | Reduce -3.4% | 20,147 | $13.8M |
| Foundation Wealth Management, LLC\PA | 5.00% | Reduce -1.1% | 20,129 | $13.8M |
| Objective Capital Management, LLC | 13.98% | Add +2.3% | 20,050 | $13.7M |
| MRA Advisory Group | 5.76% | Reduce -49.5% | 20,025 | $13.7M |
| Summit Trail Advisors, LLC | 0.24% | Reduce -18.9% | 19,994 | $13.7M |
| Telos Capital Management, Inc. | 1.27% | Add +0.3% | 19,932 | $13.7M |
| Chicago Capital, LLC | 0.34% | Add +1.0% | 19,924 | $13.6M |
| Sound Income Strategies, LLC | 0.64% | Add +67.2% | 19,609 | $13.6M |
| MidAtlantic Capital Management, Inc. | 8.71% | Add +1.2% | 19,867 | $13.6M |
| Cedarwood Wealth LLC | 15.02% | — | 19,374 | $13.5M |
| Sentry LLC | 3.69% | Add +1.4% | 19,667 | $13.5M |
| Post Resch Tallon Group Inc. | 11.33% | Add +10.6% | 19,582 | $13.4M |
| Novem Group | 1.55% | Reduce -0.3% | 19,486 | $13.3M |
| Wealth Management Partners, LLC | 3.80% | Reduce -0.4% | 19,448 | $13.3M |
| Unique Wealth Strategies, LLC | 5.22% | Reduce -1.6% | 19,428 | $13.3M |
| Shulman DeMeo Asset Management LLC | 3.01% | Reduce -0.4% | 19,406 | $13.3M |
| Illinois Municipal Retirement Fund | 0.16% | Add +69.9% | 19,200 | $13.2M |
| Meritage Portfolio Management | 0.87% | Reduce -1.7% | 19,200 | $13.2M |
| TritonPoint Partners, LLC | 7.02% | — | 19,196 | $13.1M |
| Claro Advisors Inc. | 1.79% | Add +7.4% | 19,174 | $13.1M |
| Welch Group, LLC | 0.51% | Add +4.8% | 19,139 | $13.1M |
| Embree Financial Group | 1.61% | Add +36.3% | 19,090 | $13.1M |
| Red Tortoise LLC | 5.61% | Reduce -1.8% | 19,067 | $13.1M |
| Founders Financial Securities LLC | 0.77% | Add +34.8% | 19,050 | $13.0M |
| Etesian Wealth Advisors, Inc. | 4.09% | Add +0.7% | 19,032 | $13.0M |
| Williams Jones Wealth Management, LLC. | 0.15% | Add +15.8% | 19,021 | $13.0M |
| ASL Financial, LLC | 10.20% | — | 18,983 | $13.0M |
| Gateway Wealth Partners, LLC | 1.44% | Add +10.7% | 18,950 | $13.0M |
| Lanark Financial, Inc. | 0.98% | Add +0.4% | 18,911 | $13.0M |
| Y.D. More Investments Ltd | 0.62% | Add +8.9% | 18,907 | $13.0M |
| Stephens Inc. | 0.16% | Add +23.7% | 18,882 | $12.9M |
| Insigneo Advisory Services, LLC | 0.93% | Reduce -5.0% | 18,839 | $12.9M |
| Precedent Wealth Partners, LLC | 2.69% | Reduce -2.6% | 18,693 | $12.8M |
| Archvest Wealth Advisors, Inc. | 8.13% | Add +4.0% | 18,610 | $12.7M |
| Wealth Management Associates, Inc. | 4.42% | Reduce -1.3% | 18,554 | $12.7M |
| One Wealth Capital Management, LLC | 5.37% | Reduce -1.0% | 18,409 | $12.6M |
| Nicolet Advisory Services, LLC | 0.85% | Add +0.9% | 18,022 | $12.6M |
| Horst & Graben Wealth Management LLC | 1.90% | Reduce -0.6% | 18,357 | $12.6M |
| Welch & Forbes LLC | 0.15% | Add +5.1% | 18,340 | $12.6M |
| Instrumental Wealth, LLC | 7.52% | Add +23.0% | 18,111 | $12.5M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Add +1.0% | 18,221 | $12.5M |
| Simmons Bank | 0.83% | Add +0.9% | 18,155 | $12.4M |
| True Vision MN LLC | 6.30% | Add +0.1% | 18,098 | $12.4M |
| Sapient Capital LLC | 0.17% | Add +8.8% | 17,957 | $12.4M |
| New York Life Investment Management LLC | 0.11% | Add +61.1% | 17,916 | $12.3M |
| Louisbourg Investments Inc. | 2.44% | Reduce -2.8% | 17,880 | $12.2M |
| Verdence Capital Advisors LLC | 0.72% | Add +3.5% | 17,748 | $12.2M |
| Yanni & Associates Investment Advisors, LLC | 12.11% | — | 17,675 | $12.1M |
| American National Bank & Trust | 1.14% | Reduce -0.1% | 17,644 | $12.1M |
| Trail Ridge Investment Advisors, LLC | 5.20% | Add +1.9% | 17,643 | $12.1M |
| Argent Advisors, Inc. | 3.36% | Reduce -0.8% | 17,555 | $12.0M |
| MBE Wealth Management, LLC | 5.03% | Reduce -1.2% | 17,554 | $12.0M |
| Revolve Wealth Partners, LLC | 1.41% | Reduce -9.8% | 17,542 | $12.0M |
| Capital Advisors, Ltd. LLC | 1.35% | Add +529.6% | 17,490 | $12.0M |
| Roundview Capital LLC | 0.73% | Add +2.8% | 17,386 | $11.9M |
| MainStreet Investment Advisors LLC | 1.71% | Reduce -12.5% | 17,362 | $11.9M |
| Activest Wealth Management | 2.22% | Add +45.2% | 17,355 | $11.9M |
| GW&K Investment Management, LLC | 0.10% | Reduce -4.7% | 17,329 | $11.9M |
| NFSG Corp | 1.84% | Add +13.5% | 17,328 | $11.9M |
| Geneva Partners, LLC | 4.21% | Add +0.9% | 17,275 | $11.8M |
| Tred Avon Family Wealth, LLC | 3.84% | Add +5.1% | 17,209 | $11.8M |
| DAVENPORT & Co LLC | 0.06% | Reduce -0.7% | 17,147 | $11.7M |
| Forum Private Client Group LLC | 3.99% | Add +0.6% | 17,088 | $11.7M |
| Agf Management Ltd. | 0.05% | Reduce -0.8% | 17,051 | $11.7M |
| Granby Capital Management, LLC | 6.21% | No change | 17,000 | $11.6M |
| Advisory Resource Group | 2.05% | Reduce -0.9% | 16,984 | $11.6M |
| Transamerica Financial Advisors, LLC | 0.97% | Add +10.2% | 16,910 | $11.6M |
| Mosley Wealth Management | 5.29% | — | 17,104 | $11.6M |
| Columbia Bank | 3.21% | Reduce -7.2% | 16,870 | $11.6M |
| Symphony Financial, Ltd. Co. | 1.55% | Add +2.3% | 16,777 | $11.5M |
| Wayfinding Financial, LLC | 4.88% | Reduce -2.6% | 16,814 | $11.5M |
| Reyes Financial Architecture, Inc. | 7.01% | Add +1705.6% | 16,792 | $11.5M |
| Northstar Advisory Group, LLC | 4.08% | Reduce -0.6% | 16,765 | $11.5M |
| One Day In July LLC | 0.94% | Reduce -2.1% | 16,764 | $11.5M |
| Postrock Partners LLC | 4.99% | Add +2.0% | 16,755 | $11.5M |
| Connecticut Wealth Management, LLC | 0.50% | Reduce -3.2% | 16,713 | $11.4M |
| MA Private Wealth | 1.90% | Reduce -8.4% | 16,647 | $11.4M |
| IFG Advisory, LLC | 0.50% | Add +2.1% | 16,620 | $11.4M |
| Nilsine Partners, LLC | 0.98% | Add +14.4% | 16,564 | $11.3M |
| Ticino Wealth | 4.19% | — | 16,493 | $11.3M |
| jvl associates llc | 3.67% | Reduce -0.5% | 16,458 | $11.3M |
| Churchill Financial Advisors, LLC | 3.44% | — | 16,449 | $11.3M |
| Core Wealth Advisors, LLC | 8.87% | — | 16,436 | $11.3M |
| Garrison Point Advisors, LLC | 4.97% | Add +2.9% | 16,375 | $11.2M |
| Montis Financial, LLC | 2.21% | Reduce -1.5% | 16,360 | $11.2M |
| MinichMacGregor Wealth Management, LLC | 2.03% | Reduce -0.1% | 16,345 | $11.2M |
| GTS Securities LLC | 0.38% | Reduce -95.0% | 16,345 | $11.2M |
| SC&H Financial Advisors, Inc. | 1.73% | Reduce -5.3% | 16,345 | $11.2M |
| Leavell Investment Management, Inc. | 0.47% | Reduce -0.0% | 16,342 | $11.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.5% | 16,289 | $11.2M |
| Main Street Financial Solutions, LLC | 0.83% | Reduce -29.3% | 16,251 | $11.1M |
| Harbor Advisory Corp. | 3.36% | Reduce -14.1% | 16,218 | $11.1M |
| Congress Asset Management Co. | 0.08% | Add +1509.2% | 16,205 | $11.1M |
| Chung Wu Investment Group, LLC | 9.05% | Reduce -0.4% | 16,163 | $11.1M |
| Granite Harbor Advisors, Inc. | 4.66% | Reduce -4.3% | 16,120 | $11.0M |
| NorthCrest Asset Manangement, LLC | 0.25% | Add +4.2% | 15,970 | $11.0M |
| Twin Peaks Wealth Advisors, LLC | 3.21% | Add +19.5% | 15,824 | $11.0M |
| Milestone Investment Advisors LLC | 2.67% | Add +9.1% | 16,085 | $11.0M |
| National Wealth Management Group, LLC | 3.82% | Reduce -7.0% | 16,083 | $11.0M |
| PCM Encore, LLC | 2.33% | — | 16,019 | $11.0M |
| SOL Capital Management CO | 0.98% | Reduce -1.2% | 16,009 | $11.0M |
| Carnegie Investment Counsel | 0.20% | Reduce -0.1% | 15,993 | $11.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Reduce -4.7% | 15,982 | $10.9M |
| IFC Advisors LLC | 1.60% | Reduce -1.6% | 15,949 | $10.9M |
| Beacon Bridge Wealth Partners, LLC | 3.63% | Reduce -1.5% | 15,949 | $10.9M |
| Whalerock Point Partners, LLC | 2.15% | Add +0.9% | 15,949 | $10.9M |
| Moors & Cabot, Inc. | 0.47% | Add +10.3% | 15,945 | $10.9M |
| BWM Planning, LLC | 2.91% | Reduce -0.7% | 15,915 | $10.9M |
| Tyche Wealth Partners LLC | 1.73% | Add +24.0% | 15,902 | $10.9M |
| Aegis Wealth Management LLC | 6.14% | Reduce -15.3% | 15,870 | $10.9M |
| Bulwark Capital Corp | 7.72% | Add +3.9% | 15,847 | $10.9M |
| Mountain Hill Investment Partners Corp. | 7.76% | Add +1.4% | 15,823 | $10.8M |
| Venturi Wealth Management, LLC | 0.48% | Reduce -5.1% | 15,810 | $10.8M |
| Solstein Capital, LLC | 4.34% | No change | 15,798 | $10.8M |
| Boyd Wealth Management, LLC | 4.59% | Reduce -1.5% | 15,796 | $10.8M |
| HBK Sorce Advisory LLC | 0.25% | Add +18.3% | 15,571 | $10.8M |
| Red Wave Investments LLC | 3.21% | Reduce -0.8% | 15,739 | $10.8M |
| Arete Wealth Advisors, LLC | 0.75% | Reduce -7.7% | 15,732 | $10.8M |
| Chesapeake Wealth Management | 3.20% | Add +11.1% | 15,662 | $10.7M |
| Nicolet Bankshares Inc. | 1.71% | Add +6.9% | 15,595 | $10.7M |
| Mma Asset Management LLC | 3.81% | Reduce -0.7% | 15,594 | $10.7M |
| Maia Wealth LLC | 1.82% | Reduce -0.7% | 15,553 | $10.6M |
| Integrity Advisory Solutions, LLC | 1.53% | Add +7.2% | 15,517 | $10.6M |
| Steigerwald, Gordon & Koch Inc. | 1.03% | Add +1.0% | 15,502 | $10.6M |
| CBM Financial, LLC | 7.19% | — | 15,361 | $10.6M |
| WLTH Capital Management, LLC | 8.16% | — | 15,405 | $10.5M |
| Marin Bay Wealth Advisors, LLC | 6.02% | — | 15,334 | $10.5M |
| Nepc LLC | 0.22% | Add +0.8% | 15,334 | $10.5M |
| Baldwin Wealth Partners LLC | 0.67% | Reduce -4.7% | 15,298 | $10.5M |
| Manhattan West Asset Management, LLC | 2.14% | Reduce -7.2% | 15,258 | $10.5M |
| GeoWealth Management, LLC | 0.39% | Reduce -21.2% | 15,247 | $10.4M |
| Sfm, LLC | 6.12% | Reduce -1.1% | 15,239 | $10.4M |
| Lighthouse Financial LLC | 6.81% | Reduce -0.1% | 15,207 | $10.4M |
| Rialto Wealth Management, LLC | 2.49% | Add +3.2% | 15,182 | $10.4M |
| EdgeRock Capital LLC | 2.76% | Reduce -2.4% | 15,158 | $10.4M |
| Allium Financial Advisors, LLC | 8.22% | Reduce -4.1% | 15,140 | $10.4M |
| Strategic Blueprint, LLC | 0.61% | Reduce -40.7% | 15,096 | $10.3M |
| Legacy Edge Advisors, LLC | 1.13% | Add +3.7% | 15,092 | $10.3M |
| White Pine Capital LLC | 2.84% | Reduce -0.9% | 15,072 | $10.3M |
| Chapin Davis, Inc. | 2.42% | Reduce -1.3% | 15,061 | $10.3M |
| Arrien Investments, Inc. | 5.82% | Reduce -3.2% | 15,057 | $10.3M |
| Aprio Wealth Management, LLC | 0.59% | Add +5.0% | 12,779 | $10.3M |
| Bison Wealth, LLC | 1.16% | Reduce -31.6% | 15,832 | $10.3M |
| Sugar Maple Asset Management, LLC | 6.92% | Reduce -1.4% | 15,031 | $10.3M |
| Marathon Strategic Advisors, LLC | 7.85% | Reduce -7.3% | 15,014 | $10.3M |
| Meridian Financial Advisors, LLC | 5.59% | Reduce -1.0% | 14,988 | $10.3M |
| Asset Allocation & Management Company, LLC | 4.08% | Reduce -5.5% | 14,845 | $10.2M |
| Cape Ann Savings Bank | 5.21% | Reduce -19.9% | 14,820 | $10.2M |
| TCI Wealth Advisors, Inc. | 0.56% | Add +32.6% | 14,814 | $10.1M |
| MY Wealth Management Inc. | 8.82% | Reduce -4.0% | 14,777 | $10.1M |
| COFG Advisors, LLC | 2.50% | — | 14,764 | $10.1M |
| Elevation Point Wealth Partners, LLC | 0.49% | Add +177.7% | 14,763 | $10.1M |
| Investment Management Corp. /Va/ | 8.48% | Reduce -0.0% | 14,762 | $10.1M |
| First Growth Capital LLC | 8.95% | — | 14,498 | $10.1M |
| Mechanics Financial Corp | 3.72% | Add +1.2% | 14,695 | $10.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +2.6% | 14,659 | $10.0M |
| Wedmont Private Capital | 0.35% | Add +1.1% | 14,480 | $10.0M |
| Elm Partners Management LLC | 0.45% | Reduce -0.6% | 14,610 | $10.0M |
| Integrated Investment Consultants, LLC | 1.96% | Reduce -21.3% | 14,585 | $10.0M |
| Cassia Capital Partners, LLC | 5.40% | Reduce -3.5% | 14,571 | $10.0M |
| Plante Moran Financial Advisors, LLC | 0.63% | Add +0.3% | 14,548 | $10.0M |
| Bawa N Mallick Trust | 3.70% | Add +0.1% | 14,543 | $10.0M |
| Pitcairn Wealth Advisors LLC | 0.89% | — | 14,513 | $9.9M |
| Joel Isaacson & Co., LLC | 0.33% | Add +2.0% | 14,480 | $9.9M |
| Jaffetilchin Investment Partners, LLC | 0.58% | Add +1.9% | 14,479 | $9.9M |
| Apex Wealth Management, LLC | 10.06% | Add +3.0% | 14,263 | $9.9M |
| International Assets Investment Management, LLC | 0.67% | Add +25.3% | 14,378 | $9.8M |
| QRG Capital Management, Inc. | 0.11% | Add +22.9% | 14,277 | $9.8M |
| Abacus Planning Group, Inc. | 1.30% | Add +1.9% | 14,236 | $9.8M |
| Maseco LLP | 0.42% | New | 14,217 | $9.7M |
| JT Stratford LLC | 1.25% | Add +27.2% | 14,202 | $9.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.58% | Add +67.7% | 14,132 | $9.7M |
| Yelin Lapidot Holdings Management Ltd. | 1.94% | Add +4.0% | 14,119 | $9.7M |
| Ethos Financial Group, LLC | 0.72% | Add +1.5% | 14,100 | $9.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +83.1% | 14,020 | $9.6M |
| FDx Advisors, Inc. | 4.89% | Add +40.7% | 13,997 | $9.6M |
| Calamos Advisors LLC | 0.06% | Reduce -5.3% | 13,979 | $9.6M |
| Emerald Advisors, LLC | 1.30% | Add +13.8% | 13,978 | $9.6M |
| NatWest Group plc | 2.23% | No change | 13,975 | $9.6M |
| Hilltop National Bank | 2.31% | Add +1.0% | 13,953 | $9.6M |
| waypoint wealth counsel | 3.50% | Add +0.5% | 13,932 | $9.5M |
| Pittenger & Anderson Inc. | 0.36% | Add +1.0% | 13,800 | $9.5M |
| LaSalle St. Investment Advisors, LLC | 1.52% | Add +13.5% | 13,769 | $9.4M |
| Founders Financial Alliance, LLC | 1.78% | Reduce -4.2% | 13,744 | $9.4M |
| Ewing Morris & Co. Investment Partners Ltd. | 4.12% | Add +11.6% | 13,567 | $9.4M |
| Private Advisory Group LLC | 0.74% | Reduce -3.0% | 13,725 | $9.4M |
| Shoker Investment Counsel, Inc. | 2.75% | Add +1.0% | 13,715 | $9.4M |
| Nelson Capital Management, LLC | 1.10% | Reduce -0.6% | 13,674 | $9.4M |
| Perissos Private Wealth Management, LLC | 8.08% | Reduce -2.2% | 13,671 | $9.4M |
| Polen Capital Management LLC | 0.04% | New | 13,669 | $9.4M |
| KWB Wealth | 0.89% | Add +4.5% | 13,658 | $9.4M |
| Ironwood Investment Counsel, LLC | 1.31% | Reduce -3.8% | 13,648 | $9.3M |
| 1015 Capital Partners, LLC | 9.16% | — | 13,621 | $9.3M |
| Successful Portfolios LLC | 4.75% | Add +12.5% | 13,361 | $9.3M |
| Genesis Wealth Advisors, LLC | 6.38% | Reduce -1.0% | 13,588 | $9.3M |
| Perennial Investment Advisors, LLC | 0.73% | Reduce -1.2% | 13,562 | $9.3M |
| Awm Capital, LLC | 0.84% | Add +0.0% | 13,546 | $9.3M |
| WESPAC Advisors, LLC | 5.03% | Add +28.8% | 13,543 | $9.3M |
| Endeavor Private Wealth, Inc. | 2.66% | Add +4.9% | 13,535 | $9.3M |
| Cutler Investment Counsel LLC | 0.96% | Add +2.4% | 13,532 | $9.3M |
| Avid Wealth Partners LLC | 4.53% | Add +47.3% | 13,529 | $9.3M |
| Security National Bank | 1.33% | Add +22.1% | 13,474 | $9.2M |
| Continuum Advisory, LLC | 0.92% | Reduce -0.1% | 13,456 | $9.2M |
| Twin Focus Capital Partners, LLC | 1.06% | Reduce -1.1% | 13,400 | $9.2M |
| Pension & Wealth Management Advisors, Inc. | 2.71% | Reduce -10.3% | 13,363 | $9.2M |
| Mendota Financial Group, LLC | 6.66% | Add +1.3% | 13,355 | $9.1M |
| Coign Capital Advisors LLC | 4.76% | Add +3.8% | 13,269 | $9.1M |
| Reality Financial Planning Services, LLC | 8.67% | — | 13,212 | $9.0M |
| West Bancorporation Inc. | 4.73% | Reduce -1.3% | 13,185 | $9.0M |
| Lexington Hill Partners, LLC | 6.78% | — | 13,162 | $9.0M |
| Trust Point Inc. | 0.71% | Add +0.2% | 13,144 | $9.0M |
| McMill Wealth Management | 2.53% | Reduce -1.1% | 13,125 | $9.0M |
| Benchmark Financial Wealth Advisors, LLC | 2.58% | Add +22.6% | 13,124 | $9.0M |
| Hixon Zuercher, LLC | 2.72% | Add +1628.8% | 13,087 | $9.0M |
| Strategic Wealth Advisors LLC | 7.66% | — | 13,076 | $9.0M |
| Investment Research Partners LLC | 3.85% | Add +1.8% | 13,075 | $9.0M |
| Leuthold Group, LLC | 0.97% | Reduce -8.6% | 13,073 | $9.0M |
| MSH Capital Advisors LLC | 1.91% | Add +0.7% | 13,059 | $8.9M |
| C2C Wealth Management, LLC | 7.50% | Add +1.5% | 12,984 | $8.9M |
| Able Wealth Management LLC | 2.80% | Add +16.5% | 12,934 | $8.9M |
| Procyon Advisors, LLC | 0.44% | Add +1.9% | 12,930 | $8.9M |
| Horizon Investments, LLC | 0.11% | Add +42.2% | 12,839 | $8.8M |
| HighRoad Wealth Advisors, LLC | 8.39% | — | 12,830 | $8.8M |
| Davis Wealth Advisors, LLC | 7.20% | Add +3.6% | 12,643 | $8.7M |
| Krilogy Financial LLC | 0.29% | Add +0.8% | 12,416 | $8.6M |
| Keystone Global Partners, LLC | 3.80% | Reduce -0.7% | 12,598 | $8.6M |
| Fidato Wealth LLC | 5.47% | Reduce -6.1% | 12,509 | $8.6M |
| Sterling Financial Planning, Inc. | 2.58% | Reduce -0.9% | 12,501 | $8.6M |
| Global View Capital Management LLC | 1.59% | Add +91.5% | 12,486 | $8.6M |
| Quartz Partners, LLC | 3.18% | Add +3.1% | 12,466 | $8.5M |
| Salomon & Ludwin, LLC | 0.75% | Reduce -0.9% | 12,355 | $8.5M |
| Blueprint Financial Advisors LLC | 1.30% | Add +2.6% | 12,449 | $8.5M |
| WASHINGTON TRUST Co | 0.28% | Add +0.6% | 12,443 | $8.5M |
| Barrett & Company, Inc. | 2.84% | Add +0.5% | 12,434 | $8.5M |
| Keystone Financial Group | 0.63% | Reduce -3.5% | 12,424 | $8.5M |
| Flower City Capital | 4.33% | Reduce -0.7% | 12,399 | $8.5M |
| First Financial Corp. | 3.20% | No change | 12,380 | $8.5M |
| WPG Advisers, LLC | 6.29% | Add +27.5% | 12,375 | $8.5M |
| Index Fund Advisors, Inc. | 0.40% | Reduce -2.1% | 12,301 | $8.4M |
| Platform Technology Partners | 1.79% | Add +0.8% | 12,289 | $8.4M |
| Legacy Capital Wealth Partners, LLC | 1.80% | Reduce -6.9% | 12,259 | $8.4M |
| Clearstead Trust, LLC | 1.32% | Reduce -21.0% | 12,244 | $8.4M |
| DeLarme Wealth Management, Inc. | 5.94% | — | 12,217 | $8.4M |
| Riverbend Wealth Management, LLC | 5.26% | Reduce -0.4% | 12,187 | $8.3M |
| Palisade Capital Management, LP | 0.28% | Add +105.3% | 12,168 | $8.3M |
| RCS Financial Planning, LLC | 3.58% | Add +0.2% | 12,140 | $8.3M |
| Brooklyn Investment Group | 0.38% | Add +246.7% | 12,018 | $8.3M |
| Allodium Investment Consultants, LLC | 4.21% | Add +3.1% | 12,116 | $8.3M |
| Wealthedge Investment Advisors, LLC | 3.07% | Reduce -0.9% | 12,102 | $8.3M |
| Confluence Wealth Services, Inc. | 0.34% | Add +54.7% | 12,093 | $8.3M |
| Cornerstone Wealth Partners, LLC | 5.74% | — | 12,076 | $8.3M |
| Barnes Wealth Management Group, Inc | 4.42% | Add +2.1% | 12,051 | $8.3M |
| Jacobi Capital Management LLC | 0.48% | Reduce -1.3% | 12,045 | $8.2M |
| Sterling Investment Counsel, LLC | 2.36% | Add +1.7% | 12,032 | $8.2M |
| Laurel Oak Wealth Management, LLC | 1.39% | — | 12,030 | $8.2M |
| United Community Bank | 3.12% | Reduce -55.5% | 12,027 | $8.2M |
| Fortress Financial Solutions, LLC | 8.43% | Add +7.0% | 12,025 | $8.2M |
| Sage Mountain Advisors LLC | 0.44% | Reduce -0.1% | 11,989 | $8.2M |
| Luken Investment Analytics, LLC | 3.24% | Reduce -2.6% | 11,975 | $8.2M |
| Larson Financial Group LLC | 0.27% | Add +1.3% | 11,908 | $8.2M |
| Scissortail Wealth Management, LLC | 1.86% | Reduce -1.0% | 11,902 | $8.2M |
| OMERS ADMINISTRATION Corp | 0.06% | No change | 11,900 | $8.2M |
| Wilkins Miller Wealth Management, LLC | 4.85% | Reduce -0.4% | 11,896 | $8.1M |
| KCM Investment Advisors LLC | 0.26% | Reduce -3.0% | 11,883 | $8.1M |
| Koss-Olinger Consulting, LLC | 0.63% | Reduce -6.4% | 11,854 | $8.1M |
| Prasad Wealth Partners, LLC | 2.16% | Reduce -0.9% | 11,809 | $8.1M |
| TradeWell Securities, LLC. | 3.15% | Reduce -0.8% | 11,806 | $8.1M |
| Catalina Capital Group, LLC | 4.96% | Add +3.0% | 11,800 | $8.1M |
| Clear Investment Research, LLC | 13.40% | Reduce -3.0% | 11,788 | $8.1M |
| Greenwood Gearhart LLC | 0.44% | Reduce -15.6% | 11,784 | $8.1M |
| Cornerstone Planning Group LLC | 1.26% | Add +6.5% | 11,541 | $8.1M |
| Curated Wealth Partners LLC | 0.87% | Add +23.0% | 11,766 | $8.1M |
| Strategy Asset Managers LLC | 1.32% | Add +18.6% | 11,731 | $8.0M |
| Hohimer Wealth Management, LLC | 1.09% | Reduce -0.8% | 11,722 | $8.0M |
| EFG International AG | 0.16% | — | 11,706 | $8.0M |
| Trust Co | 0.75% | Add +2.4% | 11,703 | $8.0M |
| Asempa Wealth Advisors | 6.89% | — | 11,677 | $8.0M |
| Greykasell Wealth Strategies, Inc. | 3.15% | Add +10.8% | 11,649 | $8.0M |
| Westmount Partners, LLC | 1.98% | Reduce -0.5% | 11,577 | $7.9M |
| Interchange Capital Partners, LLC | 1.47% | Add +0.8% | 11,578 | $7.9M |
| Gen-Wealth Partners Inc | 2.53% | Add +15.2% | 11,507 | $7.9M |
| Stone Summit Wealth LLC | 2.13% | Add +0.6% | 11,491 | $7.9M |
| Arcus Capital Partners, LLC | 2.82% | Add +0.8% | 11,456 | $7.8M |
| FAS Wealth Partners, Inc. | 0.51% | Add +44.3% | 11,454 | $7.8M |
| Lifeworks Advisors, LLC | 1.01% | Add +7.0% | 11,416 | $7.8M |
| Transcend Capital Advisors, LLC | 0.60% | Reduce -36.8% | 11,381 | $7.8M |
| Trust Co. of Vermont | 0.32% | Add +5.0% | 11,365 | $7.8M |
| Lakeridge Wealth Management LLC | 3.54% | Add +0.2% | 11,363 | $7.8M |
| Patten Group, Inc. | 1.44% | Add +3.0% | 11,348 | $7.8M |
| Brand Asset Management Group, Inc. | 2.17% | Reduce -0.1% | 11,319 | $7.8M |
| Winthrop Capital Management, LLC | 1.81% | Reduce -7.8% | 11,318 | $7.8M |
| Badgley Phelps Wealth Managers, LLC | 0.14% | Add +4.8% | 11,293 | $7.7M |
| Forefront Wealth Partners, LLC | 3.65% | Reduce -18.4% | 11,262 | $7.7M |
| Astoria Strategic Wealth, Inc. | 1.94% | Add +1.1% | 11,246 | $7.7M |
| Bedel Financial Consulting, Inc. | 0.83% | Reduce -1.4% | 11,239 | $7.7M |
| Heritage Trust Co | 0.78% | Add +2.6% | 11,191 | $7.7M |
| Intrua Financial, LLC | 0.84% | Reduce -0.7% | 11,171 | $7.7M |
| Chancellor Financial Group WB LP | 5.23% | Reduce -1.7% | 11,158 | $7.6M |
| WealthSpring Partners, LLC | 7.83% | — | 11,155 | $7.6M |
| Triumph Capital Management | 1.65% | Add +12.1% | 11,127 | $7.6M |
| Avise Financial Cooperative, Inc. | 6.90% | — | 11,104 | $7.6M |
| Forte Asset Management LLC | 3.44% | Reduce -0.9% | 11,064 | $7.6M |
| Retirement Planning Group, LLC | 0.25% | Add +0.0% | 11,053 | $7.6M |
| DKM Wealth Management, Inc. | 5.64% | Add +3.8% | 11,036 | $7.6M |
| TFR Capital, LLC. | 2.50% | Add +1.2% | 11,031 | $7.6M |
| Burney Co./ | 0.23% | Add +355.9% | 11,006 | $7.5M |
| Salem Investment Counselors Inc. | 0.21% | Reduce -1.1% | 10,937 | $7.5M |
| Navigoe, LLC | 4.61% | Add +0.2% | 10,911 | $7.5M |
| Rede Wealth, LLC | 2.60% | Add +61.5% | 10,906 | $7.5M |
| Wall Capital Group, Inc. | 7.09% | — | 10,878 | $7.5M |
| Nuveen, LLC | 0.00% | Reduce -0.4% | 10,870 | $7.4M |
| Meramec Financial Planners, LLC | 2.90% | — | 10,728 | $7.4M |
| Turtle Creek Wealth Advisors, LLC | 0.59% | Add +52.8% | 10,860 | $7.4M |
| Presidio Capital Management, LLC | 2.23% | Add +7.5% | 10,852 | $7.4M |
| PFS Partners, LLC | 3.41% | Reduce -1.1% | 10,844 | $7.4M |
| Meridian Financial Partners LLC | 2.94% | Reduce -0.8% | 10,782 | $7.4M |
| Rockland Trust Co. | 0.29% | Add +0.0% | 10,830 | $7.4M |
| Busey Bank | 0.19% | Reduce -4.7% | 10,797 | $7.4M |
| Cadent Capital Advisors, LLC | 1.95% | Add +7.7% | 10,778 | $7.4M |
| 5T Wealth, LLC | 2.94% | Reduce -1.0% | 10,760 | $7.4M |
| Innovative Wealth Building LLC | 5.37% | Add +3.4% | 10,746 | $7.4M |
| Facet Wealth, Inc. | 0.13% | Add +20.6% | 10,531 | $7.4M |
| Cardiff Park Advisors, LLC | 0.60% | Add +0.2% | 10,716 | $7.3M |
| S.A. Mason LLC | 2.90% | Add +0.7% | 10,706 | $7.3M |
| Wealth Enhancement Trust Services, Inc. | 0.92% | — | 10,667 | $7.3M |
| Ewa, LLC | 1.79% | Add +136.3% | 10,665 | $7.3M |
| Transcendent Capital Group LLC | 3.31% | Reduce -1.8% | 10,662 | $7.3M |
| Norden Group LLC | 0.71% | Reduce -10.8% | 10,639 | $7.3M |
| PFG Investments, LLC | 0.34% | Reduce -1.9% | 10,628 | $7.3M |
| Riverwater Partners LLC | 2.81% | Add +80.8% | 10,605 | $7.3M |
| Mission Creek Capital Partners, Inc. | 1.46% | Reduce -3.1% | 10,565 | $7.2M |
| Burke & Herbert Bank & Trust Co. | 1.99% | Reduce -4.9% | 10,540 | $7.2M |
| Redhawk Wealth Advisors, Inc. | 0.80% | Add +14.3% | 10,470 | $7.2M |
| Journey Advisory Group, LLC | 0.60% | Add +6.1% | 10,458 | $7.2M |
| Leo Wealth, LLC | 0.52% | Add +59.2% | 10,456 | $7.2M |
| First Financial Bankshares Inc | 0.14% | Reduce -13.7% | 10,429 | $7.1M |
| W Advisors, LLC | 3.59% | Add +0.2% | 10,428 | $7.1M |
| Lane Brothers & Co. Inc. | 5.16% | — | 10,400 | $7.1M |
| Houlihan Financial Resource Group, Ltd. | 2.76% | Add +91.6% | 10,316 | $7.1M |
| Pinnacle Bancorp, Inc. | 2.08% | Add +0.0% | 10,377 | $7.1M |
| Zurich Insurance Group Ltd | 0.05% | No change | 10,270 | $7.1M |
| Wincap Financial LLC | 4.86% | Add +15.5% | 10,340 | $7.1M |
| C M Bidwell & Associates Ltd. | 3.34% | Add +0.3% | 10,331 | $7.1M |
| Colter Lewis Investment Partners LLC | 8.18% | — | 10,328 | $7.1M |
| Allen Capital Group, LLC | 0.65% | Reduce -1.7% | 10,318 | $7.1M |
| Ridgecrest Wealth Partners, LLC | 3.83% | Reduce -14.5% | 10,311 | $7.1M |
| Independent Solutions Wealth Management, LLC | 1.30% | Add +16.3% | 10,302 | $7.1M |
| Sepio Capital, LP | 0.38% | Add +584.5% | 10,240 | $7.0M |
| Heritage Family Offices, LLP | 3.18% | Add +14.3% | 10,221 | $7.0M |
| BlueChip Wealth Advisors LLC | 2.94% | Reduce -3.9% | 10,202 | $7.0M |
| Steph & Co. | 2.01% | Add +1.3% | 10,164 | $7.0M |
| Firethorn Wealth Partners, LLC | 2.60% | Reduce -2.6% | 10,160 | $7.0M |
| Gallagher Capital Advisors, LLC | 4.48% | Reduce -0.1% | 10,125 | $6.9M |
| Power Wealth Management LLC | 2.43% | Reduce -0.5% | 10,076 | $6.9M |
| XY Planning Network, Inc. | 1.20% | Reduce -23.3% | 10,021 | $6.9M |
| Bestgate Wealth Advisors, LLC | 12.05% | Reduce -1.9% | 10,014 | $6.9M |
| Idaho Trust Co | 2.27% | Reduce -12.5% | 10,001 | $6.9M |
| Banque Pictet & Cie SA | 0.07% | Add +16.0% | 9,992 | $6.8M |
| KDK Private Wealth Management, LLC | 5.96% | Reduce -1.3% | 9,974 | $6.8M |
| NovaPoint Capital, LLC | 1.76% | Reduce -0.8% | 9,971 | $6.8M |
| Daymark Wealth Partners, LLC | 0.22% | Reduce -11.3% | 9,962 | $6.8M |
| Annex Advisory Services, LLC | 0.13% | Add +2.8% | 9,931 | $6.8M |
| Variant Private Wealth, LLC | 7.06% | Reduce -2.1% | 9,923 | $6.8M |
| Uptick Partners, LLC | 1.45% | Add +6.5% | 9,917 | $6.8M |
| Silver Oak Securities, Incorporated | 0.46% | Reduce -7.0% | 9,841 | $6.8M |
| Lake Street Private Wealth, LLC | 0.83% | Reduce -0.1% | 9,870 | $6.8M |
| Selective Wealth Management, Inc. | 2.11% | Reduce -11.5% | 9,712 | $6.8M |
| SK Wealth Management, LLC | 1.88% | Add +0.3% | 9,673 | $6.7M |
| Level Four Advisory Services, LLC | 0.22% | Add +3.7% | 9,774 | $6.7M |
| J Hagan Capital, Inc. | 3.70% | Add +206.9% | 9,770 | $6.7M |
| Windsor Advisory Group, LLC | 5.96% | No change | 9,751 | $6.7M |
| Parkside Financial Bank & Trust | 0.50% | Add +0.8% | 9,746 | $6.7M |
| Unify Financial Advisors | 6.97% | — | 9,740 | $6.7M |
| Blue Bell Private Wealth Management, LLC | 0.98% | Add +1.0% | 9,707 | $6.6M |
| AA Financial Advisors, LLC | 1.23% | Add +9.0% | 9,705 | $6.6M |
| Landmark Wealth Management, LLC | 2.54% | Add +1.2% | 9,682 | $6.6M |
| PMV Capital Advisers, LLC | 12.06% | Add +5.5% | 9,671 | $6.6M |
| Ascentis Independent Advisors | 1.07% | Add +14.9% | 9,668 | $6.6M |
| Graves Light Lenhart Wealth, Inc. | 0.70% | Reduce -0.2% | 9,655 | $6.6M |
| MRP Capital Investments, LLC | 5.54% | Reduce -14.1% | 9,644 | $6.6M |
| InTrack Investment Management Inc | 3.69% | Reduce -0.6% | 9,642 | $6.6M |
| Vawter Financial, Ltd. | 2.79% | Add +3.2% | 9,632 | $6.6M |
| Wall Street Financial Group, Inc. | 4.80% | Reduce -3.4% | 9,623 | $6.6M |
| Strategic Financial Concepts, LLC | 6.02% | Add +244.4% | 9,610 | $6.6M |
| Fiduciary Group, LLC | 0.55% | Add +17.4% | 9,574 | $6.6M |
| Keel Point, LLC | 0.39% | Add +22.4% | 9,545 | $6.5M |
| Vantus Wealth LLC | 4.81% | — | 9,528 | $6.5M |
| Hilltop Holdings Inc. | 0.39% | Add +3.4% | 9,520 | $6.5M |
| Glassman Wealth Services | 0.88% | Reduce -3.9% | 9,497 | $6.5M |
| Moneda S.A. Administradora General de Fondos | 5.83% | Add +9.0% | 9,480 | $6.5M |
| Merited Wealth, LLC | 6.01% | — | 9,463 | $6.5M |
| 1 North Wealth Services LLC | 2.28% | Add +46.2% | 9,446 | $6.5M |
| Guyasuta Investment Advisors Inc. | 0.37% | Reduce -7.2% | 9,438 | $6.5M |
| Running Point Capital Advisors, LLC | 1.76% | Add +129.2% | 9,424 | $6.5M |
| TCTC Holdings, LLC | 0.19% | Reduce -0.6% | 9,388 | $6.4M |
| FLC Capital Advisors | 1.19% | Reduce -0.2% | 9,372 | $6.4M |
| Forum Financial Management, LP | 0.08% | Add +3.5% | 9,367 | $6.4M |
| Essential Planning, LLC. | 2.04% | Add +5.3% | 9,352 | $6.4M |
| Hi-Line Capital Management, LLC | 2.13% | Reduce -9.9% | 9,324 | $6.4M |
| Signal Advisors Wealth, LLC | 0.51% | Add +8.7% | 9,318 | $6.4M |
| Signet Financial Management, LLC | 0.71% | Reduce -3.4% | 9,317 | $6.4M |
| Camden National Bank | 0.88% | Add +266.1% | 9,306 | $6.4M |
| Compass Ion Advisors, LLC | 0.61% | Reduce -2.1% | 9,284 | $6.4M |
| Ofc Financial Planning, LLC | 6.00% | Reduce -4.7% | 9,233 | $6.3M |
| First Heartland Consultants, Inc. | 0.48% | Add +1.5% | 9,220 | $6.3M |
| James J. Burns & Company, LLC | 0.87% | Reduce -0.6% | 9,210 | $6.3M |
| Power Alpha Investment Ltd | 0.65% | — | 9,200 | $6.3M |
| ATX Financial Planning, LLC | 4.84% | — | 9,160 | $6.3M |
| Brady Family Wealth, LLC | 1.94% | Add +0.0% | 9,159 | $6.3M |
| Magnus Financial Group LLC | 0.48% | Reduce -2.6% | 9,155 | $6.3M |
| West Branch Capital LLC | 1.61% | Add +0.2% | 9,134 | $6.3M |
| Commonwealth Retirement Investments LLC | 2.01% | Add +6.4% | 9,122 | $6.2M |
| Olde Wealth Management, LLC | 1.92% | Reduce -0.0% | 9,108 | $6.2M |
| Town Capital LLC | 5.10% | — | 9,098 | $6.2M |
| Black Diamond Financial, LLC | 0.66% | Add +0.5% | 9,094 | $6.2M |
| Sunburst Financial Group, LLC | 1.26% | Reduce -0.7% | 9,059 | $6.2M |
| Essex Bank | 1.34% | Add +5.5% | 9,056 | $6.2M |
| Strathmore Capital Advisors, Inc. | 2.03% | Reduce -3.0% | 9,051 | $6.2M |
| McCarter Private Wealth Services LLC | 2.78% | Add +14.9% | 9,030 | $6.2M |
| Bluedoor Private Wealth, LLC | 2.85% | — | 9,009 | $6.2M |
| Stockman Wealth Management, Inc. | 0.72% | Reduce -1.0% | 9,004 | $6.2M |
| Truefg, LLC | 1.65% | Reduce -0.5% | 8,983 | $6.2M |
| Stonebridge Financial Planning Group, LLC | 2.21% | Reduce -2.9% | 8,952 | $6.1M |
| Bayban | 5.40% | — | 8,927 | $6.1M |
| Tru Independence Asset Management 2, LLC | 3.82% | Add +23.1% | 8,919 | $6.1M |
| Affiance Financial, LLC | 0.98% | Reduce -1.9% | 8,900 | $6.1M |
| Kera Capital Partners, Inc. | 0.75% | Reduce -4.2% | 8,762 | $6.1M |
| ORG Partners LLC | 1.09% | Add +10.0% | 8,876 | $6.1M |
| Vident Advisory, LLC | 0.06% | Reduce -5.2% | 8,874 | $6.1M |
| Defined Wealth Management, LLC | 3.50% | No change | 8,864 | $6.1M |
| American Trust | 0.51% | Reduce -16.5% | 8,836 | $6.1M |
| Jamison Private Wealth Management, Inc. | 0.75% | Add +5.0% | 8,831 | $6.0M |
| Galvin, Gaustad & Stein, LLC | 0.48% | Add +24.0% | 8,822 | $6.0M |
| Dogwood Wealth Management LLC | 2.64% | No change | 8,773 | $6.0M |
| Tempus Wealth Planning, LLC | 1.37% | Reduce -1.7% | 8,746 | $6.0M |
| Verity Asset Management, Inc. | 2.57% | Reduce -48.3% | 8,740 | $6.0M |
| Wealth Advisors of Iowa, LLC | 1.96% | Reduce -0.1% | 8,719 | $6.0M |
| Quadrant Private Wealth Management, LLC | 0.98% | Add +1.7% | 8,713 | $6.0M |
| NBT Bank, N.A. | 0.38% | Add +17.0% | 5,828 | $6.0M |
| Kennicott Capital Management LLC | 2.88% | Add +0.4% | 8,683 | $5.9M |
| Prostatis Group LLC | 1.42% | Reduce -16.4% | 8,682 | $5.9M |
| Fortis Capital Management LLC | 0.79% | Add +78.5% | 8,680 | $5.9M |
| J. R. Prunier Capital Management LLC | 2.47% | — | 8,669 | $5.9M |
| St. Johns Investment Management Company, LLC | 2.48% | Reduce -6.8% | 8,666 | $5.9M |
| Schorn Wealth LLC | 1.80% | Add +1.2% | 8,651 | $5.9M |
| Pachira Investments Inc. | 2.88% | Reduce -12.8% | 8,635 | $5.9M |
| Perspective Wealth Advisors LLC | 4.21% | — | 8,635 | $5.9M |
| GSG Advisors LLC | 1.53% | Reduce -0.1% | 8,632 | $5.9M |
| 1834 Investment Advisors Co. | 0.74% | Reduce -1.9% | 8,628 | $5.9M |
| Nicholas Hoffman & Company, LLC. | 0.14% | Reduce -0.1% | 8,623 | $5.9M |
| Cassaday & Co Wealth Management LLC | 0.12% | Add +4.5% | 8,570 | $5.9M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +3.5% | 8,541 | $5.9M |
| Quadcap Wealth Management, LLC | 0.67% | Add +0.2% | 8,535 | $5.8M |
| Daner Wealth Management, LLC | 3.57% | Add +1.0% | 8,392 | $5.8M |
| PW Advisors, LLC \ FL | 4.68% | — | 8,507 | $5.8M |
| Kwmg, LLC | 0.50% | Reduce -0.3% | 8,506 | $5.8M |
| Legacy Advisory Services, LLC | 4.37% | Add +1.0% | 8,493 | $5.8M |
| 2UniFi Bank | 2.76% | Add +12.4% | 8,492 | $5.8M |
| Portfolio Resources Advisor Group, Inc. | 5.81% | — | 8,485 | $5.8M |
| Atlas Capital Advisors Inc. | 0.65% | — | 8,483 | $5.8M |
| Johnson Financial Group, LLC | 0.36% | Add +59.3% | 8,469 | $5.8M |
| Keystone Financial Services, LLC | 3.95% | Add +0.2% | 8,468 | $5.8M |
| Peak Asset Management, LLC | 0.98% | Reduce -1.4% | 8,422 | $5.8M |
| Brookwood Investment Group LLC | 0.69% | Add +8.5% | 8,422 | $5.8M |
| Edmond DE Rothschild Holding S.A. | 0.08% | Reduce -9.0% | 8,413 | $5.8M |
| Sonoma Private Wealth LLC | 6.96% | Reduce -3.1% | 8,412 | $5.8M |
| Elevation Capital Advisory, LLC | 2.35% | New | 8,391 | $5.7M |
| Arista Wealth Management, LLC | 0.71% | Add +0.1% | 8,383 | $5.7M |
| M3 Advisory Group, LLC | 3.50% | Add +1.9% | 8,382 | $5.7M |
| Vision Retirement, LLC | 1.54% | — | 8,375 | $5.7M |
| Coastline Complete Wealth LLC | 3.61% | — | 8,365 | $5.7M |
| Antonelli Financial Advisors, LLC | 3.75% | Add +1.7% | 8,334 | $5.7M |
| Dana Investment Advisors, Inc. | 0.17% | Reduce -1.0% | 8,309 | $5.7M |
| Pinnacle Wealth Planning Services, Inc. | 0.59% | Reduce -4.3% | 8,301 | $5.7M |
| LVZ, Inc. | 0.63% | Reduce -26.2% | 8,289 | $5.7M |
| Coppell Advisory Solutions LLC | 0.56% | Add +1.2% | 8,212 | $5.7M |
| Marathon Wealth Advisors LLC | 2.25% | — | 8,257 | $5.7M |
| Strid Group, LLC | 0.70% | Add +60.8% | 8,253 | $5.7M |
| Bear Mountain Capital, Inc. | 1.82% | No change | 8,128 | $5.7M |
| 49 Wealth Management, LLC | 0.46% | Add +7.0% | 8,213 | $5.6M |
| Financial Council, LLC | 2.24% | Reduce -0.3% | 8,189 | $5.6M |
| Patten & Patten Inc. | 0.33% | Reduce -2.5% | 8,140 | $5.6M |
| Seven Springs Wealth Group, LLC | 1.63% | Reduce -0.3% | 8,135 | $5.6M |
| Quad-Cities Investment Group, LLC | 2.29% | Reduce -6.0% | 8,099 | $5.5M |
| Morling Financial Advisors, LLC | 1.75% | Reduce -3.9% | 8,095 | $5.5M |
| Alta Wealth Advisors LLC | 1.85% | Add +26.9% | 8,081 | $5.5M |
| Spectrum Strategic Capital Management, LLC | 2.94% | Reduce -33.6% | 8,079 | $5.5M |
| Opal Wealth Advisors, LLC | 1.44% | Add +632.6% | 8,037 | $5.5M |
| SFE Investment Counsel | 0.86% | Add +167.1% | 8,024 | $5.5M |
| Stage Harbor Financial, LLC | 3.70% | Add +0.1% | 8,011 | $5.5M |
| Semus Wealth Partners LLC | 2.95% | Add +0.1% | 8,006 | $5.5M |
| Bluespring Wealth Management, LLC | 0.47% | Reduce -2.1% | 7,999 | $5.5M |
| Northland Securities, Inc. | 5.26% | — | 7,986 | $5.5M |
| Sprinkle Financial Consultants LLC | 2.78% | Reduce -0.8% | 7,974 | $5.5M |
| HM Payson & Co. | 0.08% | Add +10.3% | 7,949 | $5.4M |
| Mitchell Capital Management Co. | 0.97% | Add +0.2% | 7,941 | $5.4M |
| Nemes Rush Group LLC | 0.51% | Add +47.1% | 7,935 | $5.4M |
| BOS Asset Management, LLC | 1.46% | Add +0.2% | 7,933 | $5.4M |
| Ayalon Insurance Comp Ltd. | 1.32% | Add +4.8% | 7,919 | $5.4M |
| Access Financial Services, Inc. | 1.97% | Reduce -0.5% | 7,914 | $5.4M |
| ADG Wealth Management Group, LLC | 4.09% | Reduce -10.9% | 7,888 | $5.4M |
| SHP Wealth Management | 0.42% | — | 7,871 | $5.4M |
| Kintra Wealth, LLC | 0.75% | Add +88.5% | 7,869 | $5.4M |
| Smith Thornton Advisors LLC | 2.74% | Add +0.6% | 7,865 | $5.4M |
| Milestone Asset Management Group, LLC | 3.04% | Add +5.5% | 7,862 | $5.4M |
| Rinkey Investments | 1.36% | Reduce -0.0% | 7,842 | $5.4M |
| Americana Partners, LLC | 0.15% | Add +18.1% | 7,836 | $5.4M |
| Traynor Capital Management, Inc. | 0.30% | Reduce -12.5% | 7,834 | $5.4M |
| World Equity Group, Inc. | 1.50% | Reduce -10.9% | 7,829 | $5.4M |
| Rockwood Wealth Management, LLC | 0.40% | Add +2.6% | 7,823 | $5.4M |
| Alpha Advisors, LLC | 4.12% | Reduce -2.1% | 7,807 | $5.3M |
| GAMMA Investing LLC | 0.27% | Add +4.2% | 7,796 | $5.3M |
| Rathbones Group PLC | 0.02% | Add +1.6% | 7,785 | $5.3M |
| Opulen Financial Group LLC | 3.88% | Add +10.3% | 7,777 | $5.3M |
| LifePlan Investment Advisors, Inc. | 2.16% | Add +4.5% | 7,739 | $5.3M |
| Capstone Wealth Management, Inc. | 4.64% | — | 7,718 | $5.3M |
| Aufman Associates Inc | 2.70% | Reduce -0.8% | 7,702 | $5.3M |
| Plan Group Financial, LLC | 1.37% | Reduce -0.2% | 7,695 | $5.3M |
| Auxano Advisors, LLC | 1.04% | Reduce -0.9% | 7,691 | $5.3M |
| Carret Asset Management, LLC | 0.50% | Add +4.1% | 7,659 | $5.2M |
| Medallion Wealth Advisors, LLC | 1.76% | Add +4.8% | 7,654 | $5.2M |
| Colony Family Offices, LLC | 1.30% | Add +2.6% | 7,622 | $5.2M |
| Berkeley, Inc | 1.66% | Reduce -11.7% | 7,613 | $5.2M |
| New Age Alpha Advisors, LLC | 0.23% | Reduce -24.8% | 7,612 | $5.2M |
| Paladin Advisory Group, LLC | 3.80% | Add +5.0% | 7,604 | $5.2M |
| Beacon Bank & Trust | 1.06% | Reduce -29.9% | 7,600 | $5.2M |
| Schmidt P J Investment Management Inc. | 0.84% | Reduce -3.9% | 7,573 | $5.2M |
| University of Texas/Texas Am Investment Management Co. | 0.73% | Reduce -8.4% | 7,563 | $5.2M |
| Quest 10 Wealth Builders, Inc. | 4.63% | Add +0.6% | 7,559 | $5.2M |
| Atomic Invest LLC | 2.91% | — | 7,490 | $5.2M |
| Northeast Investment Management | 0.20% | No change | 7,543 | $5.2M |
| Triad Wealth Partners, LLC | 0.49% | Add +49.1% | 7,517 | $5.1M |
| Raab & Moskowitz Asset Management LLC | 1.12% | Reduce -0.7% | 7,499 | $5.1M |
| Triglav Investments, D.O.O. | 0.32% | No change | 7,490 | $5.1M |
| Financial Perspectives, Inc | 1.38% | Add +8.7% | 7,485 | $5.1M |
| Franklin, Parlapiano, Turner & Welch, LLC | 1.27% | Reduce -9.2% | 7,364 | $5.1M |
| Atlas Brown,Inc. | 1.52% | Reduce -0.1% | 7,465 | $5.1M |
| Trust Co of the South | 0.82% | Add +11.0% | 7,464 | $5.1M |
| Hollow Brook Wealth Management LLC | 1.32% | Reduce -35.2% | 7,462 | $5.1M |
| Marietta Wealth Management, LLC | 0.59% | Add +1.6% | 7,460 | $5.1M |
| Fortis Group Advisors, LLC | 0.86% | Reduce -3.8% | 7,341 | $5.1M |
| SilverOak Wealth Management LLC | 0.80% | Add +0.4% | 7,439 | $5.1M |
| Stephen J. Garry & Associates, LLC | 4.04% | Reduce -1.8% | 7,437 | $5.1M |
| Motco | 0.46% | Add +11.4% | 7,436 | $5.1M |
| Marex Group Ltd | 0.06% | No change | 7,432 | $5.1M |
| Debussy Capital Management LP | 0.69% | Reduce -2.1% | 7,406 | $5.1M |
| Blalock Williams, LLC | 4.06% | Add +2.9% | 7,406 | $5.1M |
| Cornerstone Partners Capital Management, LLC | 13.97% | Add +11.9% | 7,395 | $5.1M |
| Pettyjohn, Wood & White, Inc. | 0.79% | Add +34.2% | 7,387 | $5.1M |
| Accelerate Investment Advisors LLC | 3.41% | Add +0.2% | 7,386 | $5.1M |
| Macroview Investment Management LLC | 3.48% | Add +1.2% | 7,378 | $5.1M |
| Infinity Wealth Counsel, LLC | 4.60% | Reduce -5.2% | 7,375 | $5.1M |
| Stegner Investment Associates Inc. | 2.67% | Reduce -4.5% | 7,332 | $5.0M |
| Edgemoor Investment Advisors, Inc. | 0.39% | Reduce -22.6% | 7,330 | $5.0M |
| NorthStar Asset Management LLC | 2.26% | Add +2.2% | 7,325 | $5.0M |
| Piedmont Capital Management, LLC | 3.30% | — | 7,321 | $5.0M |
| Bearing Point Capital, LLC | 0.78% | Add +0.1% | 7,305 | $5.0M |
| Three Seasons Wealth, LLC | 0.48% | Reduce -9.1% | 7,291 | $5.0M |
| Winthrop Partners - WNY, LLC | 2.69% | — | 7,290 | $5.0M |
| Tufton Capital Management | 0.87% | Add +0.3% | 7,263 | $5.0M |
| Burling Wealth Partners, LLC | 0.77% | Add +116.1% | 7,259 | $5.0M |
| Independence Bank of Kentucky | 0.62% | Reduce -1.1% | 7,248 | $5.0M |
| Balefire, LLC | 0.97% | Add +61.9% | 7,235 | $5.0M |
| Insight Advisors, LLC/ PA | 0.75% | Reduce -1.2% | 7,199 | $4.9M |
| West Paces Advisors Inc. | 0.95% | Reduce -0.6% | 7,200 | $4.9M |
| Madison Asset Management, LLC | 0.06% | Reduce -0.1% | 7,178 | $4.9M |
| Woodmont Investment Counsel LLC | 0.31% | Reduce -2.3% | 7,173 | $4.9M |
| Harvey Capital Management Inc. | 1.04% | Add +1.8% | 7,151 | $4.9M |
| Cornell Pochily Investment Advisors, Inc. | 1.42% | Reduce -0.3% | 7,149 | $4.9M |
| TFO Wealth Partners, LLC | 0.73% | Add +4.5% | 7,147 | $4.9M |
| Measured Wealth Private Client Group, LLC | 1.29% | Reduce -12.2% | 7,119 | $4.9M |
| Fisher Asset Management | 0.00% | Add +26.1% | 7,102 | $4.9M |
| Petersen Hastings Wealth Advisors Inc. | 0.47% | — | 7,095 | $4.9M |
| Foresight Capital Management Advisors, Inc. | 2.62% | Add +0.7% | 7,072 | $4.8M |
| New England Private Wealth Advisors LLC | 0.60% | Reduce -0.3% | 7,053 | $4.8M |
| Austin Private Wealth, LLC | 0.36% | Add +38.4% | 7,050 | $4.8M |
| United Advisor Group, LLC | 0.62% | Add +12.9% | 7,037 | $4.8M |
| O'Connor Financial Group LLC | 1.92% | Reduce -1.3% | 6,958 | $4.8M |
| JTC Employer Solutions Trustee Ltd | 0.33% | No change | 7,026 | $4.8M |
| McNaughton Wealth Management, LLC | 1.98% | Add +1.2% | 7,018 | $4.8M |
| First American Trust, FSB | 0.33% | Add +20.2% | 7,008 | $4.8M |
| LOM Asset Management Ltd | 1.39% | Reduce -1.3% | 6,995 | $4.8M |
| Meridian Wealth Partners, LLC | 0.66% | Reduce -3.5% | 6,987 | $4.8M |
| Weaver Consulting Group | 1.17% | Reduce -1.0% | 6,979 | $4.8M |
| Davidson Trust Co. | 1.99% | Reduce -0.7% | 6,975 | $4.8M |
| Absolute Capital Management, LLC | 1.74% | Add +53.9% | 6,965 | $4.8M |
| McMillan Office, Inc. | 0.57% | — | 6,944 | $4.8M |
| Ellis Investment Partners, LLC | 0.83% | Reduce -8.0% | 6,936 | $4.8M |
| Oxinas Partners, LLC | 2.29% | Add +92.0% | 6,935 | $4.8M |
| Eaton Financial Holdings Company, LLC | 1.28% | Reduce -8.0% | 6,933 | $4.7M |
| Headlands Technologies LLC | 0.40% | Reduce -59.5% | 6,932 | $4.7M |
| SeaBridge Investment Advisors LLC | 0.78% | Reduce -0.7% | 6,931 | $4.7M |
| Harbor Asset Planning, Inc. | 4.06% | Add +0.3% | 6,927 | $4.7M |
| Cahill Financial Advisors Inc. | 0.52% | Reduce -12.1% | 6,915 | $4.7M |
| Stokes Family Office, LLC | 0.43% | Reduce -24.7% | 6,885 | $4.7M |
| Portside Wealth Group, LLC | 0.64% | Add +17.6% | 6,874 | $4.7M |
| Richard W. Paul & Associates, LLC | 1.56% | Add +2.4% | 6,847 | $4.7M |
| Paces Ferry Wealth Advisors, LLC | 1.90% | Reduce -1.0% | 6,839 | $4.7M |
| Chilton Capital Management LLC | 0.16% | Add +2.3% | 6,836 | $4.7M |
| South Plains Financial, Inc. | 2.78% | Add +3.6% | 6,816 | $4.7M |
| First Bank & Trust | 0.76% | Add +8.7% | 6,809 | $4.7M |
| Opal Capital LLC | 1.17% | — | 6,688 | $4.7M |
| Reflection Asset Management | 3.31% | — | 6,742 | $4.7M |
| BNP Paribas | 0.13% | Add +22.4% | 6,759 | $4.6M |
| Sage Capital Advisors,llc | 1.10% | Add +0.3% | 6,759 | $4.6M |
| HUB Investment Partners, LLC | 0.13% | Reduce -5.7% | 6,757 | $4.6M |
| KKM Financial LLC | 0.82% | Add +714.3% | 6,726 | $4.6M |
| First United Bank & Trust | 1.47% | No change | 6,718 | $4.6M |
| Triune Financial Partners, LLC | 1.08% | Reduce -1.8% | 6,620 | $4.6M |
| Plum Street Advisors, LLC | 1.63% | Reduce -0.9% | 6,699 | $4.6M |
| Sonata Capital Group Inc. | 1.66% | Add +1.1% | 6,697 | $4.6M |
| Strategies Wealth Advisors, LLC | 0.46% | Reduce -2.4% | 6,691 | $4.6M |
| Encompass More Asset Management | 0.85% | Add +0.7% | 6,689 | $4.6M |
| Lincoln Capital Corp. | 1.62% | Reduce -1.7% | 6,658 | $4.6M |
| Oakwell Private Wealth Management, LLC | 0.85% | Add +0.3% | 6,645 | $4.6M |
| Cooper Financial Group | 0.48% | Reduce -11.3% | 6,638 | $4.5M |
| Armbruster Capital Management, Inc. | 0.76% | Reduce -30.5% | 6,635 | $4.5M |
| Helium Advisors LLC | 4.59% | Reduce -0.6% | 6,619 | $4.5M |
| Sage Financial Group Inc. | 0.30% | Reduce -0.3% | 6,607 | $4.5M |
| Evolve Private Wealth, LLC | 0.27% | — | 6,601 | $4.5M |
| Howard Financial Services, LTD. | 0.53% | Add +0.7% | 6,585 | $4.5M |
| Jackson, Grant Investment Advisers, Inc. | 1.48% | Reduce -5.6% | 6,584 | $4.5M |
| Dentgroup LLC | 3.09% | Reduce -0.3% | 6,580 | $4.5M |
| BCU Wealth Advisors, LLC | 1.72% | Add +4.3% | 6,572 | $4.5M |
| Diversified Management Inc. | 1.05% | — | 6,555 | $4.5M |
| Archer Investment Management, LLC | 2.41% | New | 6,550 | $4.5M |
| Boston Family Office LLC | 0.28% | Reduce -0.9% | 6,548 | $4.5M |
| Corsicana & Co. | 2.52% | No change | 6,544 | $4.5M |
| Kestra Investment Management, LLC | 0.11% | Reduce -7.0% | 6,543 | $4.5M |
| Cim, LLC | 0.58% | Add +12.4% | 6,503 | $4.5M |
| Security Benefit Life Insurance Co. | 1.85% | Add +12.1% | 6,500 | $4.5M |
| Mairs & Power Inc. | 0.04% | Add +1264.4% | 6,481 | $4.4M |
| Investors Research Corp | 0.81% | Add +0.2% | 6,479 | $4.4M |
| Straight Path Wealth Management | 1.20% | Add +0.1% | 6,474 | $4.4M |
| Intelligent Financial Strategies | 2.13% | Reduce -1.3% | 6,461 | $4.4M |
| Cassilly Financial Group LLC | 3.91% | — | 6,455 | $4.4M |
| MIdWestOne Financial Group, Inc. | 0.49% | No change | 6,452 | $4.4M |
| Flywheel Private Wealth LLC | 2.75% | Reduce -2.3% | 6,427 | $4.4M |
| SBI Okasan Asset Management Co.Ltd. | 0.24% | — | 6,361 | $4.4M |
| CVFG LLC | 3.00% | Add +27.1% | 6,392 | $4.4M |
| Michels Family Financial, LLC | 3.21% | Add +1.4% | 6,382 | $4.4M |
| Curtis Wealth Management LLC | 3.80% | — | 6,278 | $4.4M |
| Evensky & Katz LLC | 0.25% | Add +3.5% | 6,357 | $4.4M |
| Gallagher Fiduciary Advisors, LLC | 0.14% | Add +1.0% | 6,355 | $4.4M |
| Oldfather Financial Services, LLC | 1.30% | Add +0.8% | 6,353 | $4.4M |
| Koesten, Hirschmann & Crabtree, INC. | 2.14% | Reduce -7.2% | 6,352 | $4.4M |
| Comprehensive Financial Planning, Inc. | 2.87% | Add +5.3% | 6,330 | $4.3M |
| Zacks Investment Management | 0.03% | Reduce -11.2% | 6,328 | $4.3M |
| Argent Capital Management LLC | 0.12% | Add +462.8% | 6,326 | $4.3M |
| Florida Trust Wealth Management Co | 0.12% | Add +1.9% | 6,318 | $4.3M |
| Kohmann Bosshard Financial Services, LLC | 0.39% | Reduce -0.6% | 6,317 | $4.3M |
| Hill Island Financial LLC | 1.03% | Reduce -0.3% | 6,308 | $4.3M |
| Fulcrum Capital LLC | 0.87% | Reduce -10.6% | 6,298 | $4.3M |
| Arlington Trust Co LLC | 0.44% | Reduce -12.2% | 6,296 | $4.3M |
| Genoa Capital Gestora de Recursos Ltda. | 2.72% | — | 6,272 | $4.3M |
| Romano Brothers and Company | 0.49% | Add +0.5% | 6,264 | $4.3M |
| American Financial Advisors, LLC | 0.55% | Add +1.4% | 6,259 | $4.3M |
| First County Bank | 2.25% | Reduce -0.1% | 6,235 | $4.3M |
| ZWJ Investment Counsel Inc. | 0.15% | Reduce -1.2% | 6,235 | $4.3M |
| Kaydan Wealth Management, Inc. | 1.23% | Add +1.3% | 6,224 | $4.3M |
| Tudor Financial Inc. | 2.18% | Add +31.2% | 6,216 | $4.3M |
| Clifford Swan Investment Counsel LLC | 0.14% | Reduce -0.0% | 6,204 | $4.2M |
| Dunhill Financial, LLC | 1.34% | Add +17.1% | 6,202 | $4.2M |
| Bridgewater Advisors Inc. | 0.27% | Add +2.1% | 6,164 | $4.2M |
| GW Henssler & Associates Ltd. | 0.20% | Add +7.7% | 6,194 | $4.2M |
| Forza Wealth Management, LLC | 1.53% | Reduce -4.3% | 6,181 | $4.2M |
| Wealth Management Nebraska | 0.48% | Add +0.2% | 6,180 | $4.2M |
| BCS Private Wealth Management, Inc. | 1.45% | Reduce -0.7% | 6,178 | $4.2M |
| Retirement Management Systems Inc. | 1.08% | — | 6,173 | $4.2M |
| PUREfi Wealth, LLC | 3.23% | Reduce -3.9% | 6,152 | $4.2M |
| Arcadia Wealth Management, Inc. | 2.42% | Add +11.4% | 6,149 | $4.2M |
| Thrive Wealth Management, LLC | 0.62% | Reduce -0.6% | 6,149 | $4.2M |
| Clarkston Capital Partners, LLC | 0.10% | Add +1.6% | 6,145 | $4.2M |
| Gilliland Jeter Wealth Management LLC | 1.27% | Add +13.8% | 6,139 | $4.2M |
| Curat Global, LLC | 4.66% | Reduce -32.9% | 6,127 | $4.2M |
| ERn Financial, LLC | 0.79% | Add +1.2% | 6,121 | $4.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Add +1853.0% | 6,113 | $4.2M |
| Howard Wealth Management, LLC | 1.83% | Add +25.2% | 6,111 | $4.2M |
| Beverly Hills Private Wealth, LLC | 0.73% | Add +0.7% | 6,094 | $4.2M |
| Oakworth Capital, Inc. | 0.23% | No change | 6,078 | $4.2M |
| Laurel Wealth Planning LLC | 2.30% | Reduce -22.9% | 6,070 | $4.2M |
| CoreFirst Bank & Trust | 2.25% | Reduce -8.7% | 6,070 | $4.2M |
| WestHill Financial Advisors, Inc. | 0.79% | Reduce -0.7% | 6,069 | $4.2M |
| Two West Capital Advisors LLC | 2.41% | Add +3.6% | 6,053 | $4.1M |
| Liberty Capital Management, Inc. | 0.77% | Reduce -2.1% | 6,050 | $4.1M |
| GDS Wealth Management | 0.26% | Reduce -0.5% | 6,039 | $4.1M |
| Invested Advisors | 4.28% | Add +19.7% | 6,036 | $4.1M |
| Allen Investment Management, LLC | 0.05% | New | 6,032 | $4.1M |
| L.K. Benson & Company, P.C. | 2.07% | Reduce -11.3% | 6,018 | $4.1M |
| Raleigh Capital Management Inc. | 1.50% | Add +6.1% | 6,017 | $4.1M |
| McAlister, Sweet & Associates, Inc. | 3.13% | Add +6.4% | 6,016 | $4.1M |
| Torrey-Payne Wealth Management, LLC | 3.69% | — | 5,914 | $4.1M |
| Aaron Wealth Advisors LLC | 0.23% | Add +0.3% | 6,004 | $4.1M |
| Wealthgarden F.S. LLC | 2.71% | Add +0.3% | 5,904 | $4.1M |
| Maxele Advisors, LLC | 3.34% | Reduce -0.6% | 5,993 | $4.1M |
| Ruggaard & Associates LLC | 1.61% | Reduce -22.2% | 5,969 | $4.1M |
| Old Mission Investment Co LLC | 0.98% | Reduce -9.4% | 5,969 | $4.1M |
| Titleist Asset Management, LLC | 0.33% | Add +5.5% | 5,959 | $4.1M |
| Everhart Financial Group, Inc. | 0.38% | Add +0.2% | 5,957 | $4.1M |
| Davis R M Inc. | 0.07% | Reduce -3.7% | 5,947 | $4.1M |
| Hartford Funds Management Co LLC | 0.33% | Add +1868.9% | 5,946 | $4.1M |
| Fullerton Fund Management Co Ltd. | 0.18% | Reduce -7.5% | 5,934 | $4.1M |
| Harbour Capital Advisors, LLC | 0.82% | Add +0.7% | 5,879 | $4.0M |
| BCS Wealth Management | 0.41% | Add +371.6% | 5,886 | $4.0M |
| Gemmer Asset Management LLC | 0.31% | Add +2.0% | 5,883 | $4.0M |
| Private Wealth Partners, LLC | 0.29% | Reduce -30.9% | 5,881 | $4.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.45% | Add +9.5% | 5,880 | $4.0M |
| Eagle Bay Advisors LLC | 2.94% | Reduce -12.9% | 5,878 | $4.0M |
| ORBA Wealth Advisors, L.L.C. | 3.49% | Reduce -6.4% | 5,876 | $4.0M |
| First Business Financial Services, Inc. | 0.37% | No change | 5,873 | $4.0M |
| Equitable Trust Co. | 0.18% | Reduce -5.3% | 5,842 | $4.0M |
| Legacy Financial Advisors, Inc. | 0.55% | Reduce -2.0% | 5,828 | $4.0M |
| Leeward Financial Partners, LLC | 1.12% | Reduce -1.2% | 5,809 | $4.0M |
| Tolleson Wealth Management, Inc. | 0.57% | Add +24.7% | 5,805 | $4.0M |
| Lifelong Wealth Advisors, Inc. | 1.06% | Add +0.9% | 5,799 | $4.0M |
| Paulson Wealth Management Inc. | 0.92% | Reduce -3.8% | 5,797 | $4.0M |
| Alaethes Wealth, LLC | 1.12% | Add +8.2% | 5,795 | $4.0M |
| Old Port Advisors | 0.98% | Reduce -24.6% | 5,791 | $4.0M |
| Asset One Wealth Management LLC | 0.54% | — | 5,672 | $4.0M |
| Alliance Wealth Advisors, LLC | 0.86% | Reduce -22.6% | 5,777 | $4.0M |
| North Berkeley Wealth Management, LLC | 2.33% | Add +12.1% | 5,764 | $3.9M |
| Edge Financial Advisors LLC | 1.66% | Reduce -4.4% | 5,758 | $3.9M |
| Summit Wealth Group LLC / Co. | 0.52% | New | 5,755 | $3.9M |
| Gilpin Wealth Management, LLC | 3.11% | — | 5,721 | $3.9M |
| Ipswich Investment Management Co., Inc. | 0.91% | Reduce -3.3% | 5,712 | $3.9M |
| XTX Topco Ltd | 0.10% | New | 5,709 | $3.9M |
| Sculati Wealth Management, LLC | 1.38% | Add +5.4% | 5,708 | $3.9M |
| Discipline Wealth Solutions, LLC | 0.72% | Reduce -4.2% | 5,696 | $3.9M |
| Condor Capital Management | 0.31% | Reduce -1.6% | 5,672 | $3.9M |
| B.O.S.S. Retirement Advisors, LLC | 1.22% | Reduce -29.3% | 5,671 | $3.9M |
| Mason & Associates, LLC | 0.88% | Reduce -2.9% | 5,661 | $3.9M |
| Woodley Farra Manion Portfolio Management Inc. | 0.18% | Reduce -0.9% | 5,624 | $3.9M |
| Blodgett Wealth Advisors, LLC | 2.69% | Add +5.6% | 5,622 | $3.9M |
| IMA Advisory Services, Inc. | 0.37% | Add +2587.6% | 5,617 | $3.8M |
| Fonville Wealth Management LLC | 0.79% | Reduce -4.6% | 5,610 | $3.8M |
| Frank, Rimerman Advisors LLC | 0.24% | No change | 5,595 | $3.8M |
| Lyell Wealth Management, LP | 0.28% | Reduce -8.4% | 5,594 | $3.8M |
| First Bancorp, Inc | 2.04% | Reduce -1.0% | 5,589 | $3.8M |
| Oxford Wealth Group, LLC | 1.86% | — | 5,584 | $3.8M |
| W1M Asset Management Ltd | 0.04% | New | 5,567 | $3.8M |
| Vontobel Holding Ltd. | 0.01% | Reduce -5.1% | 5,555 | $3.8M |
| Cary Street Partners Investment Advisory LLC | 1.03% | Add +214.8% | 5,550 | $3.8M |
| Aznar Financial Advisors, LLC | 3.65% | — | 5,543 | $3.8M |
| Biltmore Family Office, LLC | 0.52% | Add +8.5% | 5,539 | $3.8M |
| Aspen Investment Management Inc | 1.14% | Reduce -4.7% | 5,527 | $3.8M |
| Mattern Wealth Management LLC | 0.72% | Add +1.2% | 5,486 | $3.8M |
| ARS Investment Partners, LLC | 0.22% | No change | 5,480 | $3.8M |
| FSM Wealth Advisors, LLC | 0.51% | Add +3.0% | 5,445 | $3.7M |
| Encompass Wealth Advisors, LLC | 1.26% | Reduce -0.3% | 5,425 | $3.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.65% | Reduce -1.4% | 5,423 | $3.7M |
| One Charles Private Wealth Services, LLC | 0.96% | Add +1141.1% | 5,411 | $3.7M |
| Polymer Capital Management (HK) LTD | 0.58% | Add +22.7% | 5,400 | $3.7M |
| Donaldson Capital Management, LLC | 0.12% | Add +6.4% | 5,398 | $3.7M |
| Berman McAleer LLC | 0.51% | Reduce -1.4% | 5,397 | $3.7M |
| Old North State Trust, LLC | 2.19% | Add +19.4% | 5,396 | $3.7M |
| Vigil Wealth Management, LLC | 3.07% | — | 5,396 | $3.7M |
| Apella Capital, LLC | 0.07% | Add +145.6% | 5,394 | $3.7M |
| Montgomery Investment Management Inc. | 1.33% | Add +0.2% | 5,384 | $3.7M |
| PGIM Custom Harvest LLC | 0.05% | Add +3.1% | 5,383 | $3.7M |
| Redwood Wealth Management Group, LLC | 1.54% | Reduce -3.9% | 5,376 | $3.7M |
| Lansing Street Advisors | 0.95% | Add +0.3% | 5,374 | $3.7M |
| Stenger Family Office, LLC | 0.76% | Reduce -2.6% | 5,352 | $3.7M |
| Newport Capital Group, LLC | 2.24% | No change | 5,346 | $3.7M |
| Granville Capital, Inc. | 1.94% | — | 5,343 | $3.7M |
| Goodman Financial Corp | 0.68% | Reduce -11.2% | 5,278 | $3.6M |
| Schnieders Capital Management, Llc. | 0.57% | Reduce -6.8% | 5,274 | $3.6M |
| Spirepoint Private Client, LLC | 0.34% | Add +8.3% | 5,249 | $3.6M |
| Global Strategic Investment Solutions, LLC | 0.35% | Add +0.0% | 5,248 | $3.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | No change | 5,245 | $3.6M |
| BlueSky Wealth Advisors, LLC | 0.47% | Add +1.6% | 5,234 | $3.6M |
| Mogy Joel R Investment Counsel Inc. | 0.19% | No change | 5,229 | $3.6M |
| Appleton Partners Inc. | 0.24% | Add +0.2% | 5,226 | $3.6M |
| Ridgepath Capital Management LLC | 1.64% | No change | 5,336 | $3.6M |
| Roxbury Financial LLC | 3.20% | Add +1.7% | 5,202 | $3.6M |
| Obsidian Cio, LLC | 5.27% | Reduce -90.3% | 5,195 | $3.6M |
| Tranquility Partners, LLC | 1.28% | Reduce -3.9% | 5,192 | $3.6M |
| Pathfinder Wealth Consulting, Inc. | 2.24% | — | 5,184 | $3.6M |
| Atlatl Advisers LLC | 1.36% | Add +21.9% | 5,184 | $3.6M |
| Arcadia Investment Management Corp. | 0.58% | Add +2.4% | 5,176 | $3.5M |
| Asset Dedication, LLC | 0.23% | Add +0.9% | 5,171 | $3.5M |
| McIlrath & Eck, LLC | 0.33% | Add +0.7% | 5,157 | $3.5M |
| Mezzasalma Advisors, LLC | 0.85% | Add +14.3% | 5,145 | $3.5M |
| Tenzing Financial LLC | 2.86% | — | 5,153 | $3.5M |
| Arcadia Investment Advisors LLC | 1.64% | Reduce -1.3% | 5,153 | $3.5M |
| Investment Partners, LTD. | 1.23% | Add +4.7% | 5,131 | $3.5M |
| Inspire Advisors, LLC | 0.32% | Add +19.2% | 5,125 | $3.5M |
| Arbor Trust Wealth Advisors, LLC | 1.53% | Add +0.2% | 5,095 | $3.5M |
| Certior Financial Group, LLC | 2.37% | Add +1.2% | 5,085 | $3.5M |
| Essential Partners LLC | 1.07% | Add +4.4% | 5,083 | $3.5M |
| Capital Asset Managemnet, LLC | 3.86% | — | 4,974 | $3.5M |
| Trivium Point Advisory, LLC | 0.35% | Reduce -0.4% | 5,079 | $3.5M |
| Barnes Pettey Financial Advisors, LLC | 1.72% | Add +0.6% | 5,066 | $3.5M |
| Worth Financial Advisory Group, LLC | 1.68% | Add +1.3% | 5,063 | $3.5M |
| Delta Wealth Advisors LLC | 2.90% | Reduce -6.1% | 5,057 | $3.5M |
| Evanson Asset Management, LLC | 0.19% | Add +3.8% | 5,034 | $3.4M |
| Firestone Capital Management | 0.73% | Add +1.6% | 5,013 | $3.4M |
| Cidel Asset Management Inc. | 0.24% | No change | 5,009 | $3.4M |
| Prudent Man Advisors, LLC | 1.25% | Add +5.6% | 5,006 | $3.4M |
| CWS Financial Advisors, LLC | 0.93% | Reduce -0.3% | 5,003 | $3.4M |
| HBW Advisory Services LLC | 0.37% | Add +5.3% | 5,003 | $3.4M |
| PMG Wealth Management, Inc. | 2.48% | No change | 4,939 | $3.4M |
| Rothschild & Co Wealth Management UK Ltd | 0.05% | No change | 4,929 | $3.4M |
| Cowa, LLC | 1.02% | Reduce -1.5% | 4,912 | $3.4M |
| Private Capital Management, LLC | 0.32% | Reduce -0.9% | 4,912 | $3.4M |
| Elevated Capital Advisors, LLC | 0.78% | Reduce -2.9% | 4,907 | $3.4M |
| Global Financial Private Client, LLC | 1.18% | Reduce -0.2% | 4,907 | $3.4M |
| Hughes Financial Services, LLC | 0.53% | Reduce -0.8% | 4,889 | $3.3M |
| SRH Advisors, LLC | 0.96% | No change | 4,879 | $3.3M |
| Family Manage LLC | 0.42% | Reduce -3.1% | 4,878 | $3.3M |
| Centaurus Financial, Inc. | 0.15% | Reduce -1.1% | 4,872 | $3.3M |
| Warner Financial, Inc. | 1.16% | Reduce -1.1% | 4,871 | $3.3M |
| Twelve Points Wealth Management LLC | 0.75% | Add +270.4% | 4,785 | $3.3M |
| Sound View Wealth Advisors Group, LLC | 0.22% | Reduce -11.4% | 4,847 | $3.3M |
| Caldwell Sutter Capital, Inc. | 1.41% | No change | 4,846 | $3.3M |
| Total Clarity Wealth Management, Inc. | 0.80% | Reduce -6.0% | 4,826 | $3.3M |
| MB Generational Wealth, LLC | 1.75% | Reduce -0.1% | 4,821 | $3.3M |
| Capital Advantage, Inc. | 0.44% | Reduce -0.0% | 4,816 | $3.3M |
| SmartHarvest Portfolios, LLC | 1.15% | — | 4,814 | $3.3M |
| Donor Advised Charitable Giving, Inc. | 0.07% | Add +0.1% | 4,813 | $3.3M |
| Praetorian Wealth Management, Inc. | 0.65% | Reduce -6.5% | 4,806 | $3.3M |
| Texas Yale Capital Corp. | 0.10% | No change | 4,796 | $3.3M |
| Knightsbridge Asset Management, LLC | 0.53% | Reduce -2.4% | 4,794 | $3.3M |
| Premier Path Wealth Partners, LLC | 0.42% | Reduce -39.8% | 4,791 | $3.3M |
| Mullaney, Keating & Wright, Inc. | 1.73% | Add +103.9% | 4,791 | $3.3M |
| Hopwood Financial Services, Inc. | 2.31% | Reduce -0.3% | 4,788 | $3.3M |
| Alerus Financial NA | 0.16% | Add +0.4% | 4,785 | $3.3M |
| Generation Capital Management LLC | 2.12% | Add +0.2% | 4,779 | $3.3M |
| Gratus Wealth Advisors, LLC | 0.45% | Add +0.3% | 4,776 | $3.3M |
| Melfa Wealth Management, Inc. | 1.89% | Reduce -1.8% | 4,776 | $3.3M |
| Ballast Rock Private Wealth LLC | 2.04% | — | 4,769 | $3.3M |
| Birmingham Capital Management Co. Inc. | 1.44% | No change | 4,768 | $3.3M |
| Clarity Capital Advisors, LLC | 1.63% | Reduce -1.3% | 4,767 | $3.3M |
| Lincoln Capital LLC | 0.59% | Add +3.6% | 4,761 | $3.3M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1.14% | Add +95080.0% | 4,759 | $3.3M |
| Painted Porch Advisors LLC | 1.31% | Reduce -1.8% | 4,739 | $3.2M |
| Athena Wealth Management, LLC | 3.15% | — | 4,729 | $3.2M |
| Thompson David Blair | 1.85% | — | 4,727 | $3.2M |
| J.M. Arbour, LLC | 3.23% | — | 4,726 | $3.2M |
| Warm Springs Advisors Inc. | 2.50% | Reduce -28.8% | 4,721 | $3.2M |
| Rossby Financial, LCC | 1.02% | Add +4.3% | 4,713 | $3.2M |
| Kavar Capital Partners Group, LLC | 0.45% | No change | 4,713 | $3.2M |
| Forefront Analytics, LLC | 2.85% | Add +16.3% | 4,707 | $3.2M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +14.4% | 4,699 | $3.2M |
| SP Asset Management LLC | 0.25% | Add +0.1% | 4,693 | $3.2M |
| M1 Capital Management LLC | 1.34% | Reduce -13.4% | 4,690 | $3.2M |
| Darrow Company, Inc. | 1.44% | Reduce -0.6% | 4,663 | $3.2M |
| Alteri Wealth LLC | 1.03% | Add +2.7% | 4,660 | $3.2M |
| Signature Resources Capital Management, LLC | 1.61% | Add +0.8% | 4,657 | $3.2M |
| Ackerman Capital Advisors, LLC | 0.64% | No change | 4,650 | $3.2M |
| REAP Financial Group, LLC | 0.64% | Reduce -4.3% | 4,634 | $3.2M |
| GHP Investment Advisors, Inc. | 0.13% | Add +3.0% | 4,620 | $3.2M |
| Beacon Financial Advisory LLC | 0.73% | Reduce -3.3% | 4,618 | $3.2M |
| Meyer Handelman Co. | 0.10% | Add +0.3% | 4,606 | $3.2M |
| TRUE Private Wealth Advisors | 0.32% | Reduce -0.6% | 4,598 | $3.1M |
| Sterling Wealth Advisors Inc | 1.90% | Reduce -2.8% | 4,592 | $3.1M |
| Central Bank & Trust Co. | 0.49% | Reduce -0.2% | 4,583 | $3.1M |
| Stewardship Concepts Financial Services LLC | 2.65% | — | 4,576 | $3.1M |
| Community Trust & Investment Co. | 0.17% | Add +5.7% | 4,559 | $3.1M |
| Optivise Advisory Services LLC | 1.80% | Add +6.5% | 4,554 | $3.1M |
| NYL Investors LLC | 1.06% | No change | 4,554 | $3.1M |
| Gallacher Capital Management LLC | 1.20% | Add +4.3% | 4,540 | $3.1M |
| Cambria Investment Management, L.P. | 0.18% | Add +143.0% | 4,540 | $3.1M |
| Financial Gravity Asset Management, Inc. | 0.60% | Reduce -16.5% | 4,519 | $3.1M |
| Upper Left Wealth Management, LLC | 1.88% | Reduce -1.4% | 4,514 | $3.1M |
| Barnes Dennig Private Wealth Management LLC | 3.10% | Add +17.8% | 4,512 | $3.1M |
| Regimen Wealth, LLC | 0.90% | Reduce -0.3% | 4,509 | $3.1M |
| Valley Wealth Managers, Inc. | 0.20% | Reduce -4.4% | 4,508 | $3.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.46% | Add +90.8% | 4,441 | $3.1M |
| Richmond Investment Services, LLC | 0.53% | Add +20.2% | 4,497 | $3.1M |
| Banque Cantonale Vaudoise | 0.11% | Add +84.8% | 4,497 | $3.1M |
| MBM Wealth Consultants, LLC | 0.73% | Reduce -2.0% | 4,492 | $3.1M |
| Value Investment Professionals, LLC | 3.22% | — | 10,084 | $3.1M |
| Panoramic Investment Advisors, LLC | 1.67% | Add +2.1% | 4,477 | $3.1M |
| Smithbridge Asset Management Inc. | 0.26% | Add +83.3% | 4,468 | $3.1M |
| Segment Wealth Management, LLC | 0.18% | Reduce -18.2% | 4,466 | $3.1M |
| Mengis Capital Management, Inc. | 0.54% | Reduce -3.6% | 4,460 | $3.1M |
| Alterna Wealth Management, Inc. | 2.54% | Reduce -7.2% | 4,454 | $3.1M |
| Walled Lake Planning & Wealth Management, LLC | 0.96% | Add +0.1% | 4,442 | $3.0M |
| Mainstream Capital Management LLC | 1.99% | Reduce -0.0% | 4,437 | $3.0M |
| Courage Miller Partners, LLC | 0.91% | Reduce -0.6% | 4,431 | $3.0M |
| Centric Wealth Management | 0.64% | Reduce -15.3% | 4,342 | $3.0M |
| Mayfair Advisory Group, LLC | 1.18% | Reduce -0.9% | 4,413 | $3.0M |
| Clearwater Capital Advisors, LLC | 0.25% | No change | 4,419 | $3.0M |
| Beck Mack & Oliver LLC | 0.05% | No change | 4,407 | $3.0M |
| Magnolia Capital Advisors LLC | 0.63% | Add +8.0% | 4,407 | $3.0M |
| Operose Advisors LLC | 0.70% | Add +7.5% | 4,398 | $3.0M |
| Retirement Investment Advisors, Inc. | 0.24% | Add +1.1% | 4,395 | $3.0M |
| Impact Partnership Wealth, LLC | 0.38% | Add +86.6% | 4,380 | $3.0M |
| Rik Saylor Financial, Inc. | 2.19% | Reduce -2.4% | 4,372 | $3.0M |
| Capital Advisors Inc. | 0.05% | Add +32.5% | 4,367 | $3.0M |
| Walleye Partners, LLC | 3.31% | — | 4,353 | $3.0M |
| Capital Management Associates, Inc | 0.66% | Add +162.8% | 4,344 | $3.0M |
| UNIVEST FINANCIAL Corp | 0.16% | Add +12.6% | 4,335 | $3.0M |
| St Germain D J Co. Inc. | 0.12% | Add +25.6% | 4,331 | $3.0M |
| Canandaigua National Bank & Trust Co. | 0.27% | Reduce -15.7% | 4,319 | $3.0M |
| Maripau Wealth Management LLC | 1.36% | Add +16.4% | 4,313 | $3.0M |
| CapWealth Advisors, LLC | 0.26% | No change | 4,293 | $2.9M |
| Flavin Financial Services, Inc. | 2.01% | Reduce -4.3% | 4,289 | $2.9M |
| Efficient Advisors, LLC | 0.17% | Add +2.2% | 4,281 | $2.9M |
| Downshift Financial, LLC | 1.81% | — | 4,312 | $2.9M |
| Flatrock Wealth Partners LLC | 1.41% | — | 4,279 | $2.9M |
| Wealth Effects LLC | 0.92% | Add +0.3% | 4,276 | $2.9M |
| Silvia McColl Wealth Management, LLC | 1.95% | No change | 4,275 | $2.9M |
| Precision Wealth Strategies, LLC | 0.95% | Reduce -3.9% | 4,271 | $2.9M |
| LTG Capital LLC | 2.28% | Add +68.2% | 4,265 | $2.9M |
| Empirical Asset Management, LLC | 0.82% | Reduce -3.3% | 4,264 | $2.9M |
| Foster Dykema Cabot & Partners, LLC | 0.18% | Reduce -4.5% | 4,255 | $2.9M |
| Archford Capital Strategies, LLC | 0.34% | Reduce -0.5% | 4,254 | $2.9M |
| Hobart Private Capital, LLC | 0.57% | Add +2.6% | 4,251 | $2.9M |
| PCG Wealth Advisors, LLC | 0.82% | Add +1.5% | 4,242 | $2.9M |
| Potentia Wealth | 1.06% | Reduce -40.4% | 4,242 | $2.9M |
| tru Independence LLC | 0.73% | Add +5.8% | 4,237 | $2.9M |
| Caerus Investment Advisors, LLC | 0.97% | New | 4,231 | $2.9M |
| Osborne Partners Capital Management, LLC | 0.15% | Add +47.1% | 4,225 | $2.9M |
| Westfuller Advisors, LLC | 1.17% | Add +16.5% | 4,222 | $2.9M |
| Heritage Oak Wealth Advisors LLC | 1.07% | Add +570.1% | 4,208 | $2.9M |
| Plan A Wealth LLC | 1.41% | Add +61.8% | 4,204 | $2.9M |
| Alpha Cubed Investments, LLC | 0.10% | Add +15.6% | 4,197 | $2.9M |
| marrick wealth, LLC | 2.34% | — | 4,175 | $2.9M |
| Opus Capital Group, LLC | 0.31% | Add +3.8% | 4,171 | $2.9M |
| TD Asset Management Inc | 0.00% | Reduce -2.2% | 4,171 | $2.9M |
| Allegheny Financial Group | 0.42% | Add +1.0% | 4,168 | $2.9M |
| First Western Trust Bank | 0.14% | No change | 4,153 | $2.8M |
| Falcon Wealth Planning | 0.24% | Reduce -0.1% | 4,135 | $2.8M |
| One Wealth Management Investment & Advisory Services, LLC | 3.09% | Reduce -8.7% | 4,132 | $2.8M |
| Cape Investment Advisory, Inc. | 0.87% | Add +23.8% | 4,116 | $2.8M |
| New Republic Capital, LLC | 0.75% | Reduce -96.7% | 4,113 | $2.8M |
| Ironsides Asset Advisors, LLC | 0.71% | No change | 4,100 | $2.8M |
| Advisor OS, LLC | 0.23% | Reduce -7.7% | 4,097 | $2.8M |
| Wealthcare Capital Management LLC | 0.28% | Add +0.5% | 4,096 | $2.8M |
| TMB Capital Partners, LLC | 0.95% | — | 4,065 | $2.8M |
| Park Capital Management, LLC / WI | 1.99% | Reduce -5.8% | 4,060 | $2.8M |
| FF Advisors,LLC | 1.24% | Reduce -0.4% | 4,058 | $2.8M |
| Cohen Capital Management, Inc. | 0.42% | Reduce -0.1% | 4,052 | $2.8M |
| Garden State Investment Advisory Services LLC | 0.66% | Add +0.4% | 4,040 | $2.8M |
| Hutchens & Kramer Investment Management Group, LLC | 0.95% | Add +0.3% | 4,021 | $2.8M |
| CGN Advisors LLC | 0.22% | Reduce -0.1% | 4,019 | $2.8M |
| Pennington Partners & Co., LLC | 1.10% | Reduce -3.0% | 4,006 | $2.7M |
| United Capital Management of KS, Inc. | 0.38% | Reduce -7.2% | 3,976 | $2.7M |
| Client 1ST Advisory Group, LLC | 0.85% | Add +3.9% | 3,967 | $2.7M |
| Trust Co of Tennessee | 0.54% | No change | 3,966 | $2.7M |
| Impact Capital Partners LLC | 0.80% | Reduce -0.5% | 3,962 | $2.7M |
| Carrera Capital Advisors | 0.45% | Reduce -2.9% | 3,947 | $2.7M |
| Capital Investment Management, Inc. | 0.94% | — | 3,935 | $2.7M |
| Clark Asset Management, LLC | 0.28% | Reduce -12.2% | 3,920 | $2.7M |
| Obermeyer Wealth Partners | 0.12% | Add +1.0% | 3,919 | $2.7M |
| W.H. Cornerstone Investments Inc. | 1.61% | Add +0.4% | 3,910 | $2.7M |
| Decker Wealth Management LLC | 0.59% | — | 3,897 | $2.7M |
| Briaud Financial Planning Inc | 0.66% | Add +4.6% | 3,890 | $2.7M |
| Alliance Private Wealth, LLC | 0.93% | — | 3,847 | $2.7M |
| SeaCrest Wealth Management, LLC | 0.27% | Add +8.3% | 3,834 | $2.7M |
| Aspire Capital Advisors LLC | 0.62% | Add +0.9% | 3,873 | $2.7M |
| Mayport, LLC | 0.53% | Add +53.9% | 3,872 | $2.7M |
| Key Financial Inc | 0.48% | Reduce -8.9% | 3,868 | $2.6M |
| Summit Financial Wealth Advisors, LLC | 0.38% | Reduce -32.3% | 3,852 | $2.6M |
| Clarity Wealth Advisors, LLC | 0.54% | Add +18.6% | 3,847 | $2.6M |
| Centennial Bank | 1.05% | No change | 3,839 | $2.6M |
| Curbstone Financial Management Corp | 0.50% | Add +0.1% | 3,834 | $2.6M |
| Odyssey Capital Advisors, Inc. | 2.33% | — | 3,833 | $2.6M |
| Team Hewins, LLC | 0.85% | Reduce -0.1% | 3,832 | $2.6M |
| Tompkins Financial Corp. | 0.20% | Add +0.4% | 3,832 | $2.6M |
| First National Bank & Trust Co. of Newtown | 0.48% | Add +32.1% | 3,828 | $2.6M |
| Van Strum & Towne Inc. | 0.73% | Reduce -5.7% | 3,821 | $2.6M |
| Cannon Financial Strategists, Inc. | 0.36% | Add +7.4% | 3,799 | $2.6M |
| Petros Family Wealth, LLC | 1.73% | New | 3,788 | $2.6M |
| Roman Butler Fullerton & Co. | 0.68% | Add +0.1% | 3,748 | $2.6M |
| Financial Consulate, Inc. | 0.35% | Reduce -1.1% | 3,773 | $2.6M |
| Sage Rhino Capital LLC | 0.49% | Reduce -19.3% | 3,766 | $2.6M |
| Builder Investment Group Inc. | 0.56% | Reduce -4.3% | 3,765 | $2.6M |
| Glass Jacobson Investment Advisors llc | 0.93% | Add +2.5% | 3,756 | $2.6M |
| Hyposwiss Advisors SA | 2.52% | — | 3,750 | $2.6M |
| Angeles Wealth Management, LLC | 0.14% | Reduce -13.9% | 3,748 | $2.6M |
| Arsenal Capital Advisors LLC | 1.81% | — | 3,736 | $2.6M |
| Weatherly Asset Management L. P. | 0.20% | No change | 3,732 | $2.6M |
| STAR Financial Bank | 1.30% | Add +20.7% | 3,726 | $2.6M |
| SMART Wealth LLC | 0.78% | Add +40.5% | 3,718 | $2.5M |
| Francis Financial, Inc. | 0.50% | Reduce -4.8% | 3,713 | $2.5M |
| Pacific Park Financial, Inc. | 1.58% | — | 3,695 | $2.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.15% | Reduce -1.0% | 3,690 | $2.5M |
| Resources Management Corp. /CT/ | 0.33% | Reduce -3.7% | 3,690 | $2.5M |
| McGlone Suttner Wealth Management, Inc. | 0.34% | Add +5.4% | 3,686 | $2.5M |
| Sunflower Bank, N.A. | 0.64% | Reduce -0.4% | 3,683 | $2.5M |
| Fiduciary Advisors, Inc. | 1.92% | Reduce -1.3% | 3,680 | $2.5M |
| NTV Asset Management LLC | 0.27% | Reduce -9.8% | 3,667 | $2.5M |
| Truvestments Capital LLC | 0.46% | Reduce -4.5% | 3,666 | $2.5M |
| Advisory Alpha, LLC | 0.07% | Add +27.3% | 3,663 | $2.5M |
| Moneco Advisors, LLC | 0.20% | Reduce -1.4% | 3,661 | $2.5M |
| Schrum Private Wealth Management LLC | 1.85% | Add +0.3% | 3,658 | $2.5M |
| Arq Wealth Advisors, LLC | 0.68% | Reduce -1.5% | 3,657 | $2.5M |
| Greenspring Advisors, LLC | 0.15% | Add +62.6% | 3,645 | $2.5M |
| Resurgent Financial Advisors LLC | 1.25% | Reduce -2.5% | 3,638 | $2.5M |
| SOA Wealth Advisors, LLC. | 0.41% | Reduce -7.5% | 3,635 | $2.5M |
| High Point Wealth Management, LLC | 2.38% | — | 3,635 | $2.5M |
| Trust Co. of Toledo NA | 0.25% | Add +1.8% | 3,630 | $2.5M |
| Aspen Capital Management, LLC | 0.61% | No change | 3,625 | $2.5M |
| Moneywise, Inc. | 1.03% | Add +0.6% | 3,622 | $2.5M |
| Relyea Zuckerberg Hanson LLC | 0.25% | Add +8.6% | 3,612 | $2.5M |
| Versant Capital Management, Inc | 0.31% | Reduce -0.3% | 3,611 | $2.5M |
| Tennessee Valley Asset Management Partners | 0.32% | Add +6.2% | 3,604 | $2.5M |
| Wedgewood Investors Inc. | 2.81% | No change | 3,603 | $2.5M |
| Valley National Advisers Inc. | 0.34% | Add +11.7% | 3,603 | $2.5M |
| Adkins Seale Capital Management LLC | 2.43% | — | 3,596 | $2.5M |
| Strategic Equity Management | 0.83% | Reduce -0.8% | 3,594 | $2.5M |
| Trinity Wealth Management, LLC | 0.91% | Reduce -0.3% | 3,589 | $2.5M |
| Manchester Capital Management LLC | 0.33% | Reduce -20.6% | 3,585 | $2.5M |
| Bank Ozk | 0.87% | Add +1.3% | 3,579 | $2.5M |
| Graetz Wealth LLC | 2.23% | — | 3,576 | $2.4M |
| Essex LLC | 0.43% | Reduce -0.1% | 3,565 | $2.4M |
| StoneCrest Wealth Management, Inc. | 0.98% | Reduce -2.3% | 3,551 | $2.4M |
| Creative Financial Designs Inc. | 0.15% | Reduce -2.7% | 3,548 | $2.4M |
| Disciplined Investments, LLC | 0.93% | Reduce -2.0% | 3,540 | $2.4M |
| First PREMIER Bank | 0.56% | Reduce -1.9% | 3,537 | $2.4M |
| Sentinel Pension Advisors, LLC | 0.37% | Add +0.2% | 3,533 | $2.4M |
| 1ST Source Bank | 0.13% | Reduce -0.3% | 3,526 | $2.4M |
| Indiana Trust & Investment Management Co | 0.71% | No change | 3,524 | $2.4M |
| Urban Wealth Management, LLC | 2.24% | — | 3,516 | $2.4M |
| Beacon Capital Management, LLC | 0.37% | Add +23.3% | 3,503 | $2.4M |
| Goldstein Advisors, LLC | 0.27% | Reduce -2.9% | 3,497 | $2.4M |
| LongView Wealth Management | 0.58% | Add +33.8% | 3,428 | $2.4M |
| Peak Financial Management, Inc. | 0.62% | Reduce -0.9% | 3,490 | $2.4M |
| Aviance Capital Partners, LLC | 0.27% | Add +0.3% | 3,473 | $2.4M |
| WJ Wealth Management, LLC | 1.04% | Reduce -0.5% | 3,466 | $2.4M |
| Maple Capital Management, Inc. | 0.15% | Reduce -0.9% | 3,463 | $2.4M |
| Formidable Asset Management, LLC | 0.34% | Add +5.3% | 3,535 | $2.4M |
| Beck Capital Management, LLC | 0.56% | Reduce -13.1% | 3,449 | $2.4M |
| Riversedge Advisors, LLC | 0.38% | Reduce -0.1% | 3,447 | $2.4M |
| Pacifica Partners Inc. | 1.05% | Reduce -1.1% | 3,432 | $2.4M |
| Magnolia Private Wealth, LLC | 1.65% | Reduce -10.3% | 3,437 | $2.4M |
| HHM Wealth Advisors, LLC | 0.28% | Add +1.9% | 3,432 | $2.4M |
| Weik Capital Management | 0.88% | Reduce -3.2% | 3,430 | $2.3M |
| Heritage Financial Services, LLC | 0.20% | Reduce -4.0% | 3,422 | $2.3M |
| Orleans Capital Management Corp. | 1.46% | New | 3,420 | $2.3M |
| Granite FO LLC | 1.25% | No change | 3,413 | $2.3M |
| Envision Financial LLC | 1.23% | Reduce -11.0% | 3,410 | $2.3M |
| Counterweight Ventures, LLC | 1.31% | Add +1.3% | 3,401 | $2.3M |
| Cadence Bank | 0.14% | No change | 3,395 | $2.3M |
| Live Oak Private Wealth LLC | 0.32% | Reduce -2.5% | 3,389 | $2.3M |
| Mattson Financial Services, LLC | 0.54% | Add +1.1% | 3,377 | $2.3M |
| Narus Financial Partners, LLC | 0.64% | Add +0.0% | 3,377 | $2.3M |
| Denver PWM, LLC | 0.77% | No change | 3,719 | $2.3M |
| High Probability Advisors, LLC | 0.31% | Add +215.5% | 3,370 | $2.3M |
| MJP Associates Inc. | 0.29% | Reduce -0.3% | 3,370 | $2.3M |
| Cerro Pacific Wealth Advisors LLC | 0.62% | Add +4.1% | 3,369 | $2.3M |
| Meadowbrook Advisors Group, LLC | 1.29% | — | 3,358 | $2.3M |
| Tradition Wealth Management, LLC | 0.16% | Reduce -2.0% | 3,343 | $2.3M |
| Baker Tilly Wealth Management, LLC | 0.56% | Reduce -12.1% | 3,341 | $2.3M |
| Capital Investment Counsel, LLC | 0.32% | Add +31.7% | 3,335 | $2.3M |
| Old Second National Bank of Aurora | 0.46% | Reduce -1.2% | 3,334 | $2.3M |
| Tobias Financial Advisors, Inc. | 0.32% | Reduce -6.5% | 3,330 | $2.3M |
| First Merchants Corp. | 0.08% | Add +4.4% | 3,327 | $2.3M |
| YANKCOM Partnership | 0.97% | Add +0.7% | 3,316 | $2.3M |
| DBK Financial Counsel, LLC | 1.74% | Reduce -0.2% | 3,313 | $2.3M |
| Howland Capital Management LLC | 0.09% | Reduce -0.8% | 3,312 | $2.3M |
| Burton Enright Welch | 0.32% | Add +6.3% | 3,309 | $2.3M |
| Raffa Wealth Management, LLC | 0.35% | Add +6.7% | 3,306 | $2.3M |
| North Star Asset Management Inc. | 0.09% | Reduce -0.3% | 3,303 | $2.3M |
| Signature Wealth Management Partners, LLC | 1.12% | Reduce -0.8% | 3,297 | $2.3M |
| Berger Financial Group, Inc | 0.13% | Reduce -0.2% | 3,296 | $2.3M |
| Financial Symmetry Inc | 0.92% | Reduce -1.1% | 3,290 | $2.3M |
| SlateStone Wealth, LLC | 0.19% | Add +5.5% | 3,285 | $2.3M |
| Grandfield & Dodd, LLC | 0.13% | Reduce -1.5% | 3,284 | $2.2M |
| Frontier Asset Management, LLC | 0.52% | Reduce -35.7% | 3,283 | $2.2M |
| Farmers Trust Co. | 0.37% | Reduce -1.7% | 3,279 | $2.2M |
| Matrix Asset Advisors Inc. | 0.20% | Add +0.0% | 3,278 | $2.2M |
| Searle & Co. | 0.58% | No change | 3,274 | $2.2M |
| Values Added Financial LLC | 0.95% | No change | 3,272 | $2.2M |
| 21 West Wealth Management LLC | 2.04% | Reduce -0.9% | 3,265 | $2.2M |
| Octavia Wealth Advisors, LLC | 0.21% | Reduce -1.5% | 3,262 | $2.2M |
| Ellevest, Inc. | 0.31% | Add +5.0% | 3,257 | $2.2M |
| Brandywine Trust Co. | 0.39% | No change | 3,255 | $2.2M |
| Fiduciary Management Inc. | 0.02% | Add +323.8% | 3,246 | $2.2M |
| Clarendon Private LLC | 1.88% | Add +74.3% | 3,241 | $2.2M |
| Toth Financial Advisory Corp. | 0.24% | Add +2.5% | 3,241 | $2.2M |
| Scott Capital Advisors, LLC | 0.49% | Add +0.3% | 3,239 | $2.2M |
| Griffin Asset Management, Inc. | 0.24% | Reduce -2.8% | 3,222 | $2.2M |
| Atlantic Private Wealth, LLC | 1.41% | Reduce -4.7% | 3,219 | $2.2M |
| Sachetta, LLC | 1.21% | Reduce -29.2% | 3,214 | $2.2M |
| PSI Advisors, LLC | 0.55% | Add +2.3% | 3,207 | $2.2M |
| Boston Trust Walden Corp | 0.02% | No change | 3,207 | $2.2M |
| Werba Rubin Papier Wealth Management | 0.59% | Reduce -5.3% | 3,204 | $2.2M |
| Evolution Wealth Management Inc. | 1.81% | Add +20.7% | 3,202 | $2.2M |
| Iowa State Bank | 0.41% | No change | 3,201 | $2.2M |
| Integras Partners LLC | 1.77% | Reduce -2.4% | 3,199 | $2.2M |
| Forbes J M & Co. LLP | 0.18% | Add +2.3% | 3,197 | $2.2M |
| F&V Capital Management, LLC | 0.47% | No change | 3,194 | $2.2M |
| Bragg Financial Advisors, Inc | 0.07% | Reduce -1.0% | 3,187 | $2.2M |
| Castle Wealth Management LLC | 0.72% | Reduce -1.9% | 3,183 | $2.2M |
| Signature Equity Partners, LLC | 1.20% | — | 3,175 | $2.2M |
| James Investment Research, Inc. | 0.24% | Reduce -4.5% | 3,172 | $2.2M |
| Collective Family Office LLC | 0.50% | Reduce -9.8% | 3,165 | $2.2M |
| Regent Peak Wealth Advisors LLC | 0.43% | Reduce -5.5% | 3,151 | $2.2M |
| Lazard Freres Gestion S.A.S. | 0.04% | No change | 3,150 | $2.2M |
| Tableaux LLC | 1.53% | Reduce -50.5% | 3,146 | $2.2M |
| Smith Salley Wealth Management | 0.11% | Add +1.0% | 3,116 | $2.1M |
| Kagan Cocozza Asset Management | 1.52% | Reduce -0.6% | 3,115 | $2.1M |
| Fortress Financial Group, LLC | 1.57% | Add +0.0% | 3,108 | $2.1M |
| Fayez Sarofim & Co | 0.01% | Add +271.1% | 3,099 | $2.1M |
| My Personal CFO, LLC | 0.88% | Reduce -84.8% | 3,093 | $2.1M |
| Realta Investment Advisors | 0.70% | Reduce -3.2% | 3,090 | $2.1M |
| Huntleigh Advisors, Inc. | 0.36% | Reduce -0.7% | 3,090 | $2.1M |
| Arbor Wealth Advisors LLC | 1.50% | Add +0.4% | 3,069 | $2.1M |
| Rodgers & Associates, LTD | 0.21% | Reduce -0.3% | 3,063 | $2.1M |
| Performance Wealth Partners, LLC | 0.06% | Add +12.9% | 3,061 | $2.1M |
| Aerodigm Wealth, LLC | 0.81% | Add +8.3% | 3,057 | $2.1M |
| Keb Asset Management, LLC | 0.42% | Reduce -0.5% | 3,045 | $2.1M |
| Sankala Group LLC | 1.67% | — | 3,023 | $2.1M |
| Greenwich Wealth Management LLC | 0.09% | Add +4.9% | 3,036 | $2.1M |
| KERR FINANCIAL PLANNING Corp | 2.82% | Add +0.3% | 3,050 | $2.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -10.5% | 2,975 | $2.1M |
| Johnson & White Wealth Management, LLC | 0.90% | Reduce -1.7% | 3,027 | $2.1M |
| S Harris Financial Group, LLC | 1.99% | — | 3,026 | $2.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -61.8% | 3,018 | $2.1M |
| J2 Capital Management Inc | 1.51% | Add +3.6% | 3,014 | $2.1M |
| Fingerlakes Wealth Management, Inc. | 1.31% | Reduce -2.6% | 3,011 | $2.1M |
| Zullo Investment Group, Inc. | 0.75% | Reduce -6.4% | 3,005 | $2.1M |
| Wealthquest Corp | 0.16% | New | 3,004 | $2.1M |
| Aspire Private Capital, LLC | 0.46% | Reduce -2.0% | 2,998 | $2.1M |
| Bolthouse Investments, LLC | 1.82% | No change | 2,992 | $2.0M |
| CDM Financial Counseling Services, Inc. | 1.92% | — | 2,989 | $2.0M |
| CNB Bank | 0.84% | Reduce -0.4% | 2,986 | $2.0M |
| Crusonia Wealth Advisors LLC | 0.45% | — | 2,983 | $2.0M |
| Bath Savings Trust Co | 0.20% | Add +1.4% | 2,982 | $2.0M |
| Clarius Group, LLC | 0.12% | Add +0.1% | 2,980 | $2.0M |
| Lazari Capital Management, Inc. | 0.69% | Add +3.2% | 2,979 | $2.0M |
| Archer Investment Corp | 0.46% | Reduce -3.7% | 2,977 | $2.0M |
| GEM Asset Management, LLC | 0.91% | No change | 2,943 | $2.0M |
| Broussard Financial Group LLC | 1.65% | — | 2,975 | $2.0M |
| MKT Advisors LLC | 0.69% | Reduce -0.6% | 2,942 | $2.0M |
| Calton & Associates, Inc. | 0.30% | Add +15.3% | 2,962 | $2.0M |
| Morton Capital Management LLC | 0.31% | Add +11.8% | 2,960 | $2.0M |
| Wealthfront Advisers LLC | 0.00% | Add +64.6% | 2,960 | $2.0M |
| Clarity Retirement & Wealth, LLC | 1.78% | — | 2,957 | $2.0M |
| ZEGA Investments, LLC | 0.39% | Reduce -0.2% | 2,956 | $2.0M |
| ALM First Financial Advisors, LLC | 0.40% | New | 2,955 | $2.0M |
| Lee Danner & Bass Inc. | 0.14% | No change | 2,944 | $2.0M |
| Austin Asset Management Co Inc | 0.34% | Add +6.7% | 2,944 | $2.0M |
| Corundum Trust Company, INC | 4.59% | Reduce -0.5% | 2,943 | $2.0M |
| DDD Partners, LLC | 0.13% | Add +14.7% | 2,942 | $2.0M |
| Epiq Partners, LLC | 0.97% | Add +0.1% | 2,938 | $2.0M |
| Patron Partners, LLC | 0.90% | Reduce -4.6% | 2,935 | $2.0M |
| Kornitzer Capital Management Inc. | 0.04% | Reduce -9.4% | 2,934 | $2.0M |
| Union Bancaire Privee, UBP SA | 0.02% | Add +249.8% | 3,697 | $2.0M |
| Philadelphia Trust Co. | 0.14% | No change | 2,923 | $2.0M |
| Benin Management CORP | 0.45% | No change | 2,920 | $2.0M |
| Capital Square, LLC | 1.02% | Reduce -1.6% | 2,918 | $2.0M |
| Generations Wealth, LLC | 2.04% | — | 2,916 | $2.0M |
| Thayer Partners, LLC / MA | 0.97% | — | 2,913 | $2.0M |
| Tritonpoint Wealth, LLC | 0.20% | Reduce -84.2% | 2,900 | $2.0M |
| Monetary Management Group Inc. | 0.46% | No change | 2,900 | $2.0M |
| Oak Harvest Investment Services | 0.22% | Add +21.6% | 2,899 | $2.0M |
| Whipplewood Advisors, LLC | 1.27% | Reduce -1.1% | 2,896 | $2.0M |
| Westchester Capital Management, Inc. | 0.41% | No change | 2,896 | $2.0M |
| TCV Trust & Wealth Management, Inc. | 0.16% | Reduce -10.4% | 2,884 | $2.0M |
| Greenline Partners, LLC | 0.23% | No change | 2,877 | $2.0M |
| True North Advisors, LLC | 0.25% | Add +28.4% | 2,874 | $2.0M |
| Panagora Asset Management Inc. | 0.01% | Add +5.3% | 2,868 | $2.0M |
| Plancorp, LLC | 0.06% | Add +1.0% | 2,866 | $2.0M |
| Ehrlich Financial Group | 1.12% | Reduce -1.7% | 2,866 | $2.0M |
| Brandywine Oak Private Wealth LLC | 0.16% | Add +0.8% | 2,858 | $2.0M |
| Moss Adams Wealth Advisors LLC | 0.14% | Add +0.0% | 2,855 | $2.0M |
| Beto Financial Group, LLC | 1.32% | — | 2,795 | $2.0M |
| Parthenon LLC | 0.21% | Reduce -1.3% | 2,850 | $2.0M |
| Rebalance, LLC | 0.11% | Add +0.8% | 2,833 | $1.9M |
| Goodwin Investment Advisory | 2.12% | Reduce -4.5% | 2,825 | $1.9M |
| Round Rock Advisors LLC | 0.29% | Add +8.7% | 2,824 | $1.9M |
| Laurel Wealth Advisors LLC | 0.25% | Reduce -35.0% | 2,815 | $1.9M |
| Trinity Financial Advisors LLC | 0.54% | Add +9.5% | 2,803 | $1.9M |
| F/m Investments LLC | 0.07% | Reduce -0.7% | 2,802 | $1.9M |
| Fiduciary Alliance LLC | 0.13% | Add +19.2% | 2,801 | $1.9M |
| Accurate Wealth Management, LLC | 0.24% | Add +2.8% | 2,752 | $1.9M |
| First Community Trust NA | 1.42% | No change | 2,785 | $1.9M |
| Vigilare Wealth Management | 0.64% | Reduce -5.3% | 2,778 | $1.9M |
| Amicus Financial Advisors, LLC | 0.53% | — | 2,777 | $1.9M |
| Virtue Capital Management, LLC | 0.29% | Reduce -78.7% | 2,769 | $1.9M |
| MMBG Investment Advisors Co. | 0.16% | No change | 2,774 | $1.9M |
| Quent Capital, LLC | 0.14% | Add +8.2% | 2,768 | $1.9M |
| Quattro Advisors LLC | 1.51% | — | 2,766 | $1.9M |
| Headinvest, LLC | 0.38% | Reduce -9.2% | 2,764 | $1.9M |
| Beese Fulmer Investment Management, Inc. | 0.12% | Add +4.1% | 2,764 | $1.9M |
| Advance Capital Management, Inc. | 0.08% | Reduce -4.7% | 2,763 | $1.9M |
| Strategic Investment Advisors / MI | 0.16% | Add +4147.7% | 2,761 | $1.9M |
| Sandhill Capital Partners LLC | 0.13% | Add +1.3% | 2,760 | $1.9M |
| Voisard Asset Management Group, Inc. | 0.41% | Reduce -0.3% | 2,751 | $1.9M |
| Juncture Wealth Strategies, LLC | 0.62% | Reduce -1.4% | 2,750 | $1.9M |
| Theory Financial LLC | 0.63% | Add +1.8% | 2,705 | $1.9M |
| Chatterton & Associates Inc. | 1.61% | — | 2,748 | $1.9M |
| Israel Discount Bank of New York | 5.12% | Add +2.8% | 2,746 | $1.9M |
| Brown Miller Wealth Management, LLC | 0.52% | Reduce -1.6% | 2,740 | $1.9M |
| Evelyn Partners Asset Management Ltd | 0.44% | No change | 2,739 | $1.9M |
| Seneca Financial Advisors LLC | 0.57% | Add +14.2% | 2,737 | $1.9M |
| Founders Grove Wealth Partners, LLC | 0.42% | No change | 2,732 | $1.9M |
| Shade Tree Advisors LLC | 1.42% | New | 2,722 | $1.9M |
| Hummer Financial Advisory Services Inc | 1.31% | Add +0.4% | 2,714 | $1.9M |
| Saxon Interests, Inc. | 0.66% | Reduce -1.6% | 2,712 | $1.9M |
| VestGen Investment Management | 1.03% | Reduce -3.1% | 2,710 | $1.9M |
| Acorn Financial Advisory Services Inc. | 0.27% | Add +10.2% | 2,704 | $1.9M |
| Kings Path Partners LLC | 0.65% | Reduce -0.5% | 2,703 | $1.9M |
| Sheridan Capital Management, LLC | 0.94% | Add +8.0% | 2,697 | $1.8M |
| Stonebridge Financial Group, LLC | 0.16% | Add +413.7% | 2,692 | $1.8M |
| Roble, Belko & Company, Inc | 0.24% | No change | 2,686 | $1.8M |
| Cortland Associates Inc. | 0.23% | Add +33.6% | 2,679 | $1.8M |
| Evergreen Wealth Partners LLC | 1.54% | — | 2,674 | $1.8M |
| Hudson Oak Wealth Advisory LLC | 1.62% | — | 2,674 | $1.8M |
| Code Waechter LLC | 1.17% | Add +7.7% | 2,669 | $1.8M |
| Navis Wealth Advisors, LLC | 0.77% | Reduce -1.7% | 2,668 | $1.8M |
| RoundAngle Advisors LLC | 1.33% | Add +17.5% | 2,665 | $1.8M |
| Geometric Wealth Advisors | 0.23% | Reduce -1.4% | 2,654 | $1.8M |
| Christensen, King & Associates Investment Services, Inc. | 0.78% | Add +1.0% | 2,652 | $1.8M |
| Van Diest Capital, LLC | 2.71% | — | 2,650 | $1.8M |
| Institute for Wealth Management, LLC. | 0.19% | Add +1.0% | 2,650 | $1.8M |
| Continental Investors Services, Inc. | 2.34% | Reduce -21.2% | 2,610 | $1.8M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.95% | — | 2,645 | $1.8M |
| Ceera Investments, LLC | 0.70% | Reduce -49.5% | 2,641 | $1.8M |
| Wealth Advisory Solutions, LLC | 0.42% | Add +3.0% | 2,640 | $1.8M |
| KG Capital Management | 0.47% | Add +0.0% | 2,632 | $1.8M |
| Lakewood Asset Management LLC | 1.06% | Reduce -4.1% | 2,631 | $1.8M |
| Family Wealth Partners, LLC | 0.65% | No change | 2,622 | $1.8M |
| Root Financial Partners, LLC | 0.09% | Add +21.9% | 2,616 | $1.8M |
| Destiny Wealth Partners, LLC | 0.21% | Reduce -6.9% | 2,572 | $1.8M |
| TruWealth Advisors, LLC | 0.09% | Add +172.6% | 2,606 | $1.8M |
| Allie Family Office LLC | 0.83% | No change | 2,604 | $1.8M |
| Haverford Financial Services, Inc. | 0.50% | Add +2.4% | 2,600 | $1.8M |
| Axiom Investors LLC | 0.02% | Reduce -3.7% | 2,600 | $1.8M |
| Intelligence Driven Advisers, LLC | 0.25% | Reduce -1.0% | 2,599 | $1.8M |
| Fortitude Advisory Group L.L.C. | 0.76% | Reduce -2.3% | 2,598 | $1.8M |
| Faithward Advisors, LLC | 0.26% | Reduce -0.5% | 2,597 | $1.8M |
| Bay Capital Advisors, LLC | 1.09% | Add +0.8% | 2,597 | $1.8M |
| Excalibur Management Corp. | 0.64% | Reduce -0.9% | 2,596 | $1.8M |
| Kelman-Lazarov, Inc. | 0.25% | Add +0.0% | 2,596 | $1.8M |
| Uptown Financial Advisors LLC | 1.51% | Add +13.1% | 2,592 | $1.8M |
| Bogart Wealth, LLC | 0.07% | Reduce -4.6% | 2,587 | $1.8M |
| Factor Wealth Management LTD | 0.38% | Reduce -2.5% | 2,584 | $1.8M |
| Cura Wealth Advisors, LLC | 0.67% | Add +0.4% | 2,579 | $1.8M |
| MBA Advisors LLC | 0.71% | Add +0.6% | 2,575 | $1.8M |
| Summit Wealth Group, LLC | 0.41% | Reduce -0.8% | 2,570 | $1.8M |
| Outbound Financial Inc | 1.36% | No change | 2,558 | $1.8M |
| Altiora Financial Group, LLC | 0.30% | Reduce -2.5% | 2,557 | $1.8M |
| Redwood Investment Management, LLC | 0.20% | Reduce -6.4% | 2,543 | $1.7M |
| Waterfront Wealth Inc. | 0.33% | Reduce -1.3% | 2,505 | $1.7M |
| Hardin Capital Partners, LLC | 0.82% | Add +31.4% | 2,541 | $1.7M |
| Maridea Wealth Management LLC | 0.26% | Reduce -52.4% | 2,533 | $1.7M |
| Talisman Wealth Advisors LLC | 1.35% | Add +1.8% | 2,529 | $1.7M |
| Drake & Associates, LLC | 0.34% | Add +115.5% | 2,521 | $1.7M |
| Nest Investments, LLC | 1.44% | — | 2,519 | $1.7M |
| Sageworth Trust Co of South Dakota | 1.41% | Add +3.1% | 2,519 | $1.7M |
| Ridgeline Wealth Planning, LLC | 1.23% | Reduce -14.6% | 2,515 | $1.7M |
| Vista Capital Partners, Inc. | 0.17% | Add +4.9% | 2,507 | $1.7M |
| Sterling Capital Management LLC | 0.03% | Reduce -5.8% | 2,498 | $1.7M |
| Prosperity Wealth Management, Inc. | 0.57% | Add +4.3% | 2,495 | $1.7M |
| S&T Bank | 0.54% | Add +18.0% | 2,488 | $1.7M |
| Inspirion Wealth Advisors, LLC | 0.21% | Reduce -23.5% | 2,487 | $1.7M |
| Frisch Financial Group, Inc. | 0.38% | No change | 2,482 | $1.7M |
| Range Financial Group LLC | 0.59% | No change | 2,479 | $1.7M |
| Asset Advisors Investment Management, LLC | 0.16% | Add +385.5% | 2,476 | $1.7M |
| Accretive Wealth Partners, LLC | 0.50% | Add +21.8% | 2,474 | $1.7M |
| Family Office Research LLC | 0.69% | Add +2.5% | 2,451 | $1.7M |
| Cauble & Harre Wealth Management, Inc. | 1.42% | — | 2,472 | $1.7M |
| Tanglewood Legacy Advisors, LLC | 0.63% | Add +1.6% | 2,468 | $1.7M |
| Tradewinds, LLC. | 0.40% | Reduce -2.0% | 2,467 | $1.7M |
| Harbor Capital Advisors, Inc. | 0.13% | Reduce -96.7% | 2,449 | $1.7M |
| Pasadena Private Wealth, LLC | 0.23% | Add +22.0% | 2,438 | $1.7M |
| Investment Planning Advisors, Inc. | 0.49% | Add +3.2% | 2,436 | $1.7M |
| Lawood & Co. | 1.58% | — | 2,435 | $1.7M |
| NCM Capital Management, LLC | 0.62% | Add +2.6% | 2,425 | $1.7M |
| Carl P. Sherr & Co., LLC | 0.74% | Reduce -1.2% | 2,385 | $1.7M |
| Lavelle Capital LP | 1.05% | — | 2,415 | $1.7M |
| Investment Counsel Co. of Nevada | 3.55% | No change | 2,414 | $1.7M |
| Mars Jewett Financial Group, Inc. | 0.49% | — | 2,367 | $1.6M |
| Birchwood Financial Partners, Inc. | 1.63% | — | 2,401 | $1.6M |
| Pekin Hardy Strauss, Inc. | 0.15% | Add +60.2% | 2,395 | $1.6M |
| Clientfirst Wealth Management, LLC | 1.31% | No change | 2,391 | $1.6M |
| Harvest Investment Services, LLC | 0.31% | Add +19.9% | 2,381 | $1.6M |
| J. Safra Sarasin Holding AG | 0.03% | Add +1.5% | 2,357 | $1.6M |
| Evelyn Partners Investment Management LLP | 0.04% | Add +16.1% | 2,373 | $1.6M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.37% | Reduce -1.2% | 2,368 | $1.6M |
| Guardian Asset Advisors, LLC | 0.84% | Add +0.5% | 2,366 | $1.6M |
| McGuire Investment Group, LLC | 0.17% | Reduce -0.8% | 2,353 | $1.6M |
| Cozad Asset Management Inc. | 0.12% | Add +6.4% | 2,345 | $1.6M |
| Everett Harris & Co. | 0.02% | Reduce -4.2% | 2,344 | $1.6M |
| Cora Capital Advisors LLC | 0.62% | No change | 2,341 | $1.6M |
| Randolph Co Inc | 0.15% | Reduce -10.8% | 2,341 | $1.6M |
| Tiemann Investment Advisors, LLC | 0.62% | Add +2.8% | 2,339 | $1.6M |
| SLT Holdings LLC | 1.07% | Add +10.2% | 2,338 | $1.6M |
| Brown Financial Advisory | 0.81% | Reduce -1.6% | 2,336 | $1.6M |
| McRae Capital Management Inc. | 0.33% | Reduce -19.0% | 2,331 | $1.6M |
| Accel Wealth Management | 0.44% | No change | 2,328 | $1.6M |
| E&G Advisors, LLC | 0.36% | Reduce -0.5% | 2,327 | $1.6M |
| SkyOak Wealth, LLC | 0.29% | No change | 2,324 | $1.6M |
| Avantra Family Wealth, Inc. | 1.15% | Add +0.7% | 2,318 | $1.6M |
| Cabot Wealth Management Inc. | 0.18% | Add +0.1% | 2,316 | $1.6M |
| Blue Capital, Inc. | 1.13% | Add +11.8% | 2,315 | $1.6M |
| Second Line Capital, LLC | 0.32% | Reduce -11.9% | 2,307 | $1.6M |
| Athena Investment Management | 0.81% | Reduce -0.1% | 2,307 | $1.6M |
| Corrado Advisors, LLC | 0.79% | Add +0.3% | 2,301 | $1.6M |
| Washington Trust Advisors, Inc. | 0.12% | Add +2.1% | 2,299 | $1.6M |
| Hickory Point Bank & Trust | 1.14% | No change | 2,299 | $1.6M |
| Copia Wealth Management | 1.12% | Reduce -1.9% | 2,296 | $1.6M |
| Arthur M. Cohen & Associates, LLC | 0.26% | Add +0.3% | 2,293 | $1.6M |
| Financial Insights, Inc. | 0.53% | Add +407.3% | 2,293 | $1.6M |
| Peninsula Asset Management Inc. | 0.80% | Add +2.7% | 2,285 | $1.6M |
| Canopy Partners, LLC | 0.51% | Add +1.3% | 2,282 | $1.6M |
| Violich Capital Management, Inc. | 0.17% | Reduce -0.9% | 2,269 | $1.6M |
| Bank of Marin | 1.07% | Reduce -1.6% | 2,265 | $1.6M |
| Leigh Baldwin & Co., LLC | 1.02% | Reduce -1.1% | 2,265 | $1.6M |
| Vista Finance, LLC | 1.03% | Add +9.3% | 2,260 | $1.5M |
| HFG Advisors, Inc. | 1.12% | Reduce -1.7% | 2,259 | $1.5M |
| WealthTrust Axiom LLC | 0.40% | Add +2.5% | 2,256 | $1.5M |
| Almanack Investment Partners, LLC. | 0.26% | Reduce -16.6% | 2,254 | $1.5M |
| Sompo Asset Management Co., Ltd. | 0.26% | Add +81.1% | 2,246 | $1.5M |
| Reinhart Partners, Llc. | 0.05% | No change | 2,245 | $1.5M |
| Strategic Investment Solutions, Inc. | 0.37% | Reduce -29.2% | 2,243 | $1.5M |
| Mechanics Bank Trust Department | 0.20% | Add +6.5% | 2,242 | $1.5M |
| Wills Financial Group LLC | 0.59% | Add +1.1% | 2,238 | $1.5M |
| Integrity Wealth Solutions LLC | 0.60% | New | 2,232 | $1.5M |
| Spinnaker Trust | 0.08% | Reduce -0.9% | 2,231 | $1.5M |
| Highline Wealth Partners LLC | 0.43% | Reduce -1.9% | 2,231 | $1.5M |
| Pitti Group Wealth Management, LLC | 1.26% | Add +3.1% | 2,230 | $1.5M |
| Frederick Financial Consultants, LLC | 0.83% | Add +2.6% | 2,213 | $1.5M |
| BFI Infinity Ltd. | 0.94% | No change | 2,213 | $1.5M |
| Oregon Pacific Wealth Management, LLC | 1.56% | Add +33.8% | 2,211 | $1.5M |
| Arbor Investment Advisors, LLC | 0.20% | Reduce -0.3% | 2,205 | $1.5M |
| Capital Squared Financial LLC | 1.18% | Add +18.8% | 2,203 | $1.5M |
| TruNorth Capital Management, LLC | 0.28% | Add +62.3% | 2,190 | $1.5M |
| True Freedom Investing, LLC | 0.10% | New | 2,184 | $1.5M |
| OneAscent Financial Services LLC | 0.14% | Reduce -19.3% | 2,183 | $1.5M |
| Three Bearings Fiduciary Advisors, Inc. | 1.40% | — | 2,151 | $1.5M |
| Hamilton Capital, LLC | 0.07% | — | 2,183 | $1.5M |
| Autumn Glory Partners, LLC | 0.52% | Add +41.5% | 2,179 | $1.5M |
| White Lighthouse Investment Management Inc. | 0.21% | Add +0.1% | 2,174 | $1.5M |
| DV Trading LLC | 0.13% | — | 2,171 | $1.5M |
| Traub Capital Management LLC | 1.43% | Reduce -3.5% | 2,169 | $1.5M |
| Howard Bailey Securities, LLC | 0.58% | Reduce -13.1% | 2,167 | $1.5M |
| Spartan Planning & Wealth Management | 1.09% | Reduce -5.8% | 2,161 | $1.5M |
| Blue Line Capital, LLC / IL | 1.75% | — | 2,159 | $1.5M |
| Powers Advisory Group, LLC | 0.56% | Add +37.6% | 2,154 | $1.5M |
| Hibernia Wealth Partners, LLC | 0.44% | Add +110.8% | 2,152 | $1.5M |
| ABLE Financial Group, LLC | 0.30% | Add +3.8% | 2,151 | $1.5M |
| Strata Wealth Advisors, LLC | 0.41% | Reduce -75.1% | 2,142 | $1.5M |
| MBL Wealth, LLC | 0.12% | No change | 2,141 | $1.5M |
| Hunter Perkins Capital Management, LLC | 0.34% | No change | 2,140 | $1.5M |
| Lantern Wealth Advisors, LLC | 0.78% | Add +2.7% | 2,140 | $1.5M |
| Cardinal Point Capital Management ULC | 0.10% | Add +2.6% | 2,138 | $1.5M |
| Ervin Investment Management, LLC | 0.82% | Reduce -4.7% | 2,136 | $1.5M |
| Legacy Financial Group, Inc. | 0.38% | Add +0.1% | 2,134 | $1.5M |
| River Street Advisors LLC | 0.55% | Reduce -0.1% | 2,131 | $1.5M |
| Wallace Advisory Group, LLC | 1.53% | Reduce -17.7% | 2,131 | $1.5M |
| Crown Wealth Group, LLC | 0.41% | Reduce -0.1% | 2,122 | $1.5M |
| Black Swift Group, LLC | 0.24% | No change | 2,121 | $1.5M |
| Center for Financial Planning, Inc. | 0.15% | Reduce -2.4% | 2,120 | $1.5M |
| Southeast Asset Advisors, LLC | 0.14% | Reduce -2.4% | 2,117 | $1.5M |
| Financial Advisors Network, Inc. | 0.20% | Reduce -1.7% | 2,111 | $1.4M |
| Kathmere Capital Management, LLC | 0.10% | Add +0.4% | 2,109 | $1.4M |
| Sacks & Associates, LLC | 1.06% | — | 2,109 | $1.4M |
| Independent Investors Inc. | 0.27% | Add +1.4% | 2,106 | $1.4M |
| Midwest Heritage Bank, FSB | 0.50% | Add +1.4% | 2,104 | $1.4M |
| FMB Wealth Management | 0.57% | No change | 2,103 | $1.4M |
| Yarbrough Capital, LLC | 0.04% | No change | 2,098 | $1.4M |
| Topel & Distasi Wealth Management, LLC | 0.70% | Reduce -41.5% | 2,094 | $1.4M |
| Next Level Wealth Planning, LLC | 0.76% | Reduce -14.1% | 2,093 | $1.4M |
| Marion Wealth Management | 0.32% | Reduce -3.7% | 2,068 | $1.4M |
| MN Wealth Advisors, LLC | 0.72% | Add +38.8% | 2,083 | $1.4M |
| Principle Wealth Partners LLC | 0.08% | Add +18.4% | 2,080 | $1.4M |
| Gateway Investment Advisers LLC | 0.01% | Add +315.0% | 2,075 | $1.4M |
| Balboa Wealth Partners | 0.24% | Add +3.2% | 2,072 | $1.4M |
| Farmers National Bank | 0.32% | Add +21.9% | 2,066 | $1.4M |
| Means Investment Co., Inc. | 0.12% | Reduce -3.5% | 2,063 | $1.4M |
| McClarren Financial Advisors, Inc. | 0.84% | Add +310.2% | 10,998 | $1.4M |
| Altfest L J & Co. Inc. | 0.15% | Reduce -0.8% | 2,058 | $1.4M |
| Cannon Wealth Management Services, LLC | 0.99% | Reduce -3.4% | 2,047 | $1.4M |
| Coastal Bridge Advisors, LLC | 0.10% | Add +1.3% | 2,043 | $1.4M |
| Sterling Wealth Management, Inc. | 0.40% | Reduce -13.4% | 2,035 | $1.4M |
| LifeWealth Investments, LLC | 0.44% | Reduce -5.3% | 2,035 | $1.4M |
| Miller Capital Partners, Inc. | 0.71% | — | 2,031 | $1.4M |
| Islay Capital Management, LLC | 0.82% | Reduce -26.1% | 2,026 | $1.4M |
| Strive Financial Group ,LLC | 0.73% | — | 2,023 | $1.4M |
| Indie Asset Partners, LLC | 1.54% | Add +38.4% | 2,022 | $1.4M |
| Compass Capital Corp. /Ma/ | 0.53% | Add +214.2% | 1,986 | $1.4M |
| Crew Capital Management, Ltd | 0.87% | Reduce -2.8% | 2,016 | $1.4M |
| Aegis Wealth Management, Inc. | 1.08% | — | 2,014 | $1.4M |
| Novus Advisors, LLC | 3.08% | Reduce -0.3% | 2,014 | $1.4M |
| Intergy Private Wealth, LLC | 0.42% | Reduce -4.7% | 2,013 | $1.4M |
| Gibbs Wealth Management | 0.33% | Reduce -1.3% | 1,976 | $1.4M |
| Marks Group Wealth Management, Inc | 0.13% | Add +25.5% | 2,009 | $1.4M |
| Holistic Financial Partners | 0.50% | Add +70.6% | 2,003 | $1.4M |
| Indivisible Partners | 0.15% | — | 2,003 | $1.4M |
| MADDEN SECURITIES Corp | 0.42% | Reduce -0.6% | 2,000 | $1.4M |
| Hound Partners, LLC | 0.19% | New | 2,000 | $1.4M |
| DF Dent & Co. Inc. | 0.02% | New | 1,998 | $1.4M |
| Tounjian Advisory Partners, LLC | 0.46% | Add +0.2% | 1,996 | $1.4M |
| Vista Investment Management | 0.45% | Reduce -0.6% | 1,993 | $1.4M |
| Focused Wealth Management, Inc | 0.14% | Reduce -5.7% | 1,992 | $1.4M |
| Jim Saulnier & Associates, LLC | 0.71% | Add +4.5% | 1,989 | $1.4M |
| 71 West Capital Partners | 0.06% | — | 1,987 | $1.4M |
| KLCM Advisors, Inc. | 0.12% | New | 1,980 | $1.4M |
| Prentiss Smith & Co. Inc. | 0.81% | Reduce -2.8% | 1,977 | $1.4M |
| Elite Financial, Inc. | 0.62% | No change | 1,978 | $1.4M |
| Wingate Wealth Advisors, Inc. | 0.75% | Reduce -6.8% | 1,971 | $1.4M |
| Long Run Wealth Advisors, LLC | 0.25% | Reduce -0.4% | 1,971 | $1.4M |
| LCNB Corp. | 0.45% | No change | 1,969 | $1.3M |
| Everest Private Wealth | 0.75% | Add +368.3% | 1,967 | $1.3M |
| Samalin Investment Counsel, LLC | 0.48% | Reduce -24.8% | 1,966 | $1.3M |
| Ardent Capital Management, Inc. | 0.53% | No change | 1,966 | $1.3M |
| Rock Point Advisors, LLC | 0.34% | Add +11.1% | 1,965 | $1.3M |
| Goldenstone Wealth Management LLC | 1.01% | — | 1,964 | $1.3M |
| Avalon Trust Co | 0.09% | Reduce -3.8% | 1,961 | $1.3M |
| Morangie Management LLC | 1.07% | No change | 1,958 | $1.3M |
| Northwest Financial Advisors | 2.75% | Add +16.9% | 1,953 | $1.3M |
| Sierra Ocean, LLC | 1.11% | Reduce -20.4% | 1,950 | $1.3M |
| Fort Sheridan Advisors LLC | 0.17% | No change | 1,942 | $1.3M |
| Princeton Global Asset Management LLC | 0.21% | Add +0.3% | 1,936 | $1.3M |
| Ballast Advisors LLC | 0.36% | Reduce -1.1% | 1,930 | $1.3M |
| Bond & Devick Financial Network, Inc. | 0.37% | Add +10.1% | 1,924 | $1.3M |
| Sensible Money, LLC | 0.42% | Add +0.2% | 1,923 | $1.3M |
| Rather & Kittrell, Inc. | 0.21% | Add +0.9% | 1,921 | $1.3M |
| Register Financial Advisors LLC | 0.51% | Add +1.9% | 1,920 | $1.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.24% | Reduce -0.5% | 1,918 | $1.3M |
| Ballast, Inc. | 0.31% | No change | 1,916 | $1.3M |
| A&I Financial Services, LLC | 0.62% | Reduce -1.3% | 1,908 | $1.3M |
| Axecap Investments, LLC | 0.81% | Add +60.8% | 1,907 | $1.3M |
| Rollins Financial Advisors, LLC | 0.19% | Add +2.3% | 1,907 | $1.3M |
| Affinity Wealth Management LLC | 0.19% | No change | 1,904 | $1.3M |
| 17 Capital Partners, LLC | 0.68% | Reduce -29.9% | 1,903 | $1.3M |
| Rockbridge Investment Management, LCC | 0.12% | Reduce -42.2% | 1,899 | $1.3M |
| Grant Private Wealth Management Inc | 0.78% | Add +55.9% | 1,897 | $1.3M |
| Ameriflex Group, Inc. | 0.67% | Reduce -46.5% | 1,891 | $1.3M |
| Marble Harbor Investment Counsel, LLC | 0.14% | Reduce -8.1% | 1,887 | $1.3M |
| Avantax Planning Partners, Inc. | 0.04% | Add +8.6% | 1,886 | $1.3M |
| CCG Wealth Management, LLC | 0.55% | Reduce -0.1% | 1,885 | $1.3M |
| Princeton Capital Management LLC | 0.33% | Add +0.3% | 1,880 | $1.3M |
| GKV Capital Management Co., Inc. | 0.48% | Add +26.5% | 1,877 | $1.3M |
| Peck Wealth Management, LLC | 1.22% | Reduce -1.5% | 1,877 | $1.3M |
| Woodside Wealth Management LLC | 0.96% | Add +3.9% | 1,875 | $1.3M |
| Planned Solutions, Inc. | 0.41% | Reduce -9.8% | 1,874 | $1.3M |
| Anchor Capital Advisors LLC | 0.04% | Add +90.8% | 1,872 | $1.3M |
| Silicon Valley Capital Partners | 0.12% | Add +0.3% | 1,871 | $1.3M |
| GEN Financial Management, INC. | 0.81% | Reduce -5.0% | 1,868 | $1.3M |
| Cannell & Spears LLC | 0.02% | Add +1.0% | 1,868 | $1.3M |
| Balanced Wealth Group LLC | 0.47% | Reduce -1.2% | 1,904 | $1.3M |
| Chicago Wealth Management, Inc. | 0.51% | Reduce -0.1% | 1,866 | $1.3M |
| Sara-Bay Financial | 0.38% | Add +12.0% | 1,851 | $1.3M |
| Financial Network Wealth Advisors LLC | 1.33% | Add +2.5% | 1,864 | $1.3M |
| Financially in Tune, LLC | 1.19% | — | 1,863 | $1.3M |
| Gleason Group, Inc. | 0.12% | Add +84.9% | 1,860 | $1.3M |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -19.5% | 1,826 | $1.3M |
| Asset Allocation Strategies LLC | 0.23% | Add +18.7% | 1,850 | $1.3M |
| First Long Island Investors, LLC | 0.09% | New | 1,850 | $1.3M |
| Aventus Investment Advisors, Inc. | 1.03% | No change | 1,848 | $1.3M |
| Douglass Winthrop Advisors, LLC | 0.02% | Add +7.9% | 1,839 | $1.3M |
| Smart Money Group LLC | 0.37% | Reduce -1.6% | 1,835 | $1.3M |
| TrustBank | 0.52% | — | 1,831 | $1.3M |
| McLean Asset Management Corp | 0.22% | No change | 1,803 | $1.3M |
| Retirement Planning Group, LLC / NY | 0.85% | Reduce -0.3% | 1,825 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.09% | Reduce -20.2% | 1,824 | $1.2M |
| Crux Wealth Advisors | 0.46% | Reduce -2.3% | 1,817 | $1.2M |
| Brooklyn FI, LLC | 0.27% | Add +4.0% | 1,814 | $1.2M |
| Roberts Wealth Advisors, LLC | 0.32% | Reduce -2.7% | 1,812 | $1.2M |
| TrinityBridge Ltd | 0.03% | Reduce -8.8% | 1,812 | $1.2M |
| Centerpoint Advisory Group | 0.95% | Add +22.1% | 1,810 | $1.2M |
| Life Planning Partners, Inc | 0.95% | Add +13.1% | 1,808 | $1.2M |
| SB Capital Management Inc | 0.45% | — | 1,808 | $1.2M |
| JM2 Capital Inc. | 0.99% | — | 1,801 | $1.2M |
| Advocacy Wealth Management, LLC | 0.05% | No change | 1,801 | $1.2M |
| Shearwater Capital LLC | 0.71% | Add +27.1% | 1,800 | $1.2M |
| Nvest Financial, LLC | 0.51% | Add +27.5% | 1,797 | $1.2M |
| Planning Center, Inc. | 0.13% | No change | 1,787 | $1.2M |
| SwitchPoint Financial Planning, LLC | 0.86% | No change | 1,785 | $1.2M |
| Birchcreek Wealth Management, LLC | 0.60% | Reduce -12.3% | 1,784 | $1.2M |
| IronBridge Private Wealth, LLC | 0.39% | No change | 1,825 | $1.2M |
| Silver Grove Financial Group, Inc. | 1.06% | Add +5.7% | 1,797 | $1.2M |
| Citizens Business Bank | 0.20% | No change | 1,776 | $1.2M |
| Atwood & Palmer Inc. | 0.07% | No change | 1,775 | $1.2M |
| Creegan & Nassoura Financial Group, LLC | 0.79% | Reduce -6.8% | 1,775 | $1.2M |
| Stone Wealth Partners | 1.08% | — | 1,775 | $1.2M |
| J.Safra Asset Management Corp | 0.06% | No change | 1,771 | $1.2M |
| Sequent Asset Management, LLC | 0.54% | Add +0.5% | 1,768 | $1.2M |
| Northwest Wealth Management, LLC | 0.19% | Reduce -14.0% | 1,767 | $1.2M |
| Sequent Planning LLC | 0.31% | Add +45.8% | 1,761 | $1.2M |
| Guidance Capital, Inc. | 0.29% | Reduce -1.9% | 1,740 | $1.2M |
| CV Advisors LLC | 0.31% | Add +268.5% | 1,662 | $1.2M |
| Councilor Wealth, LLC | 0.57% | Reduce -15.3% | 1,753 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.38% | Reduce -4.1% | 1,746 | $1.2M |
| Sightline Wealth Advisors, LLC | 0.51% | Reduce -15.1% | 1,739 | $1.2M |
| Summit Global Investments | 0.07% | Add +5.2% | 1,738 | $1.2M |
| Rothschild Investment LLC | 0.07% | Add +0.5% | 1,735 | $1.2M |
| Insight Wealth Strategies, LLC | 0.14% | Add +4.8% | 1,734 | $1.2M |
| Keener Financial Planning LLC | 0.51% | Add +2.7% | 1,734 | $1.2M |
| Colonial River Investments, LLC | 0.42% | Reduce -13.4% | 1,732 | $1.2M |
| Poinciana Advisors Group, LLC | 0.93% | No change | 1,729 | $1.2M |
| Horizon Wealth Management, LLC | 0.18% | Reduce -0.2% | 1,722 | $1.2M |
| Aspen Wealth Management LLC | 0.25% | Add +0.5% | 1,716 | $1.2M |
| Juno Financial Group LLC | 0.47% | — | 1,715 | $1.2M |
| Marshall Financial Group, LLC | 0.23% | No change | 1,715 | $1.2M |
| Sage Capital Management, LLC | 0.54% | Reduce -5.5% | 1,702 | $1.2M |
| Financial Planning Navigators CORP | 0.54% | — | 1,702 | $1.2M |
| Sandbox Financial Partners, LLC | 0.32% | Add +0.8% | 1,702 | $1.2M |
| BDFS Capital LLC | 0.59% | — | 1,699 | $1.2M |
| Timber Creek Capital Management LLC | 0.27% | No change | 1,698 | $1.2M |
| Independent Wealth Network Inc. | 0.35% | Add +9.0% | 1,691 | $1.2M |
| Saratoga Research & Investment Management | 0.06% | New | 1,688 | $1.2M |
| Connable Office Inc. | 0.11% | Add +7.7% | 1,687 | $1.2M |
| Clarity Financial LLC | 0.11% | Reduce -15.7% | 1,686 | $1.2M |
| Gerber, LLC | 0.64% | Add +0.1% | 1,685 | $1.2M |
| Rockport Wealth LLC | 0.22% | No change | 1,682 | $1.2M |
| Safeguard Investment Advisory Group, LLC | 0.29% | Add +20.7% | 1,673 | $1.1M |
| Agate Pass Investment Management, LLC | 0.42% | Reduce -5.8% | 1,669 | $1.1M |
| Lavaca Capital LLC | 0.19% | Reduce -2.6% | 1,668 | $1.1M |
| Gilman Hill Asset Management, LLC | 0.18% | New | 1,668 | $1.1M |
| RPS Advisory Solutions LLC | 0.54% | Reduce -4.0% | 1,668 | $1.1M |
| Avion Wealth | 0.24% | Add +11.4% | 1,669 | $1.1M |
| Montz Harcus Wealth Management LLC | 0.46% | Add +0.3% | 1,666 | $1.1M |
| Red Reef Advisors LLC | 1.16% | — | 1,660 | $1.1M |
| Regency Capital Management Inc.\DE | 0.47% | Add +19.6% | 1,656 | $1.1M |
| Redwood Financial Network Corp | 0.72% | Add +7.5% | 1,653 | $1.1M |
| Renasant Bank | 0.77% | Reduce -3.8% | 1,651 | $1.1M |
| LMCG Investments, LLC | 0.06% | Reduce -0.1% | 1,651 | $1.1M |
| Taylor Securities Services, Inc. | 0.51% | — | 1,647 | $1.1M |
| Correct Capital Wealth Management | 0.21% | Reduce -9.3% | 1,646 | $1.1M |
| McHugh Group, LLC | 0.65% | Add +0.1% | 1,645 | $1.1M |
| Tenon Financial LLC | 0.47% | Add +31.7% | 1,641 | $1.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.23% | Add +2.4% | 1,640 | $1.1M |
| Brookmont Capital Management | 0.65% | Reduce -0.6% | 1,640 | $1.1M |
| Align Financial, LLC | 0.65% | — | 1,118,082 | $1.1M |
| Lockerman Financial Group, Inc. | 2.14% | Reduce -39.2% | 1,632 | $1.1M |
| Provenance Wealth Advisors, LLC | 0.12% | No change | 1,624 | $1.1M |
| Parker Financial LLC | 0.45% | Add +14.5% | 1,622 | $1.1M |
| Merkkuri Wealth Advisors LLC | 0.76% | Reduce -5.6% | 1,622 | $1.1M |
| Guardian Financial Partners, LLC | 0.47% | Add +0.4% | 1,618 | $1.1M |
| Corundum Group, Inc. | 0.37% | New | 1,618 | $1.1M |
| Veracity Capital LLC | 0.33% | Add +40.0% | 1,616 | $1.1M |
| Redmond Asset Management, LLC | 0.28% | Reduce -0.4% | 1,614 | $1.1M |
| Littlejohn Financial Services, Inc. | 0.81% | Add +16.7% | 1,610 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Add +122.1% | 1,610 | $1.1M |
| Madden Advisory Services, Inc. | 0.44% | Reduce -1.4% | 1,608 | $1.1M |
| Equity Wealth Partners, LLC | 0.71% | Reduce -0.1% | 1,608 | $1.1M |
| Bitterroot Capital Advisors LLC | 0.75% | — | 1,605 | $1.1M |
| PW Nova Financial Services LLC | 0.42% | — | 1,602 | $1.1M |
| Seascape Capital Management | 0.31% | Add +0.1% | 1,603 | $1.1M |
| Selby Wealth Management, LLC | 0.44% | — | 1,601 | $1.1M |
| Capital Developers, LLC | 0.98% | — | 1,600 | $1.1M |
| Teamwork Financial Advisors, LLC | 0.12% | Add +16.4% | 1,599 | $1.1M |
| Granite Bay Wealth Management, LLC | 0.26% | No change | 1,588 | $1.1M |
| 46 Peaks LLC | 0.80% | — | 1,588 | $1.1M |
| Addison Advisors LLC | 0.24% | Add +4.2% | 1,580 | $1.1M |
| SJS Investment Consulting Inc. | 0.14% | Add +18.2% | 1,574 | $1.1M |
| Berkshire Money Management, Inc. | 0.10% | New | 1,569 | $1.1M |
| Independent Family Office, LLC | 0.45% | No change | 1,568 | $1.1M |
| Tanager Wealth Management LLP | 0.11% | No change | 1,563 | $1.1M |
| Ceeto Capital Group, LLC | 0.31% | Reduce -13.0% | 1,556 | $1.1M |
| Ramirez Asset Management, Inc. | 0.14% | No change | 1,555 | $1.1M |
| Dodds Wealth, LLC | 0.26% | Add +0.2% | 1,554 | $1.1M |
| Sincerus Advisory, LLC | 0.85% | Reduce -0.6% | 1,552 | $1.1M |
| RMR Capital Management, LLC | 0.77% | No change | 1,551 | $1.1M |
| Stirlingshire Investments, Inc. | 0.94% | — | 1,551 | $1.1M |
| Charter Capital Management, LLC\DE | 0.55% | Add +4.0% | 1,548 | $1.1M |
| Ifrah Financial Services, Inc. | 0.27% | Reduce -1.6% | 1,545 | $1.1M |
| Valtrion Capital Management, LLC | 1.05% | Reduce -10.5% | 1,541 | $1.1M |
| Silverlake Wealth Management LLC | 0.24% | Add +56.5% | 1,535 | $1.1M |
| Tucker Asset Management LLC | 0.31% | Add +2.9% | 1,534 | $1.1M |
| Potomac Fund Management Inc. | 0.04% | Reduce -19.4% | 1,534 | $1.1M |
| Worth Asset Management, LLC | 0.44% | No change | 1,531 | $1.0M |
| Flagship Wealth Advisors, LLC | 0.30% | Reduce -0.1% | 1,531 | $1.0M |
| Van Cleef Asset Management,Inc | 0.11% | Add +3.1% | 1,529 | $1.0M |
| Warwick Investment Management, Inc. | 0.16% | Add +0.9% | 1,527 | $1.0M |
| Karani Asset Management LLC | 0.92% | No change | 1,524 | $1.0M |
| Pathway Financial Advisors LLC | 0.13% | No change | 1,502 | $1.0M |
| Wealth Advisors of Tampa Bay, LLC | 0.36% | Add +0.1% | 1,521 | $1.0M |
| Lake Hills Wealth Management, LLC | 0.54% | No change | 1,520 | $1.0M |
| Capital City Trust Co. | 0.23% | Reduce -2.5% | 1,518 | $1.0M |
| Smart Portfolios, LLC | 1.03% | Reduce -12.0% | 1,516 | $1.0M |
| United Bank | 0.35% | Add +40.5% | 1,516 | $1.0M |
| Reik & Co., LLC | 0.29% | No change | 1,516 | $1.0M |
| Foster & Motley Inc. | 0.06% | Add +3.4% | 1,516 | $1.0M |
| William Mack & Associates, Inc. | 0.49% | Reduce -0.7% | 1,514 | $1.0M |
| Vilga Financial Planning LLC | 0.99% | — | 1,510 | $1.0M |
| GLOBALT Investments LLC / GA | 0.04% | No change | 1,509 | $1.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.15% | Reduce -5.0% | 1,488 | $1.0M |
| FWL Investment Management, LLC | 0.25% | Reduce -0.1% | 1,503 | $1.0M |
| Aureum Wealth Management, LLC | 0.96% | — | 1,503 | $1.0M |
| Barlow Wealth Partners, LLC | 0.11% | Reduce -20.6% | 1,476 | $1.0M |
| Argentarii, LLC | 0.34% | Add +30.4% | 1,502 | $1.0M |
| Tilson Financial Group, Inc. | 0.32% | Add +0.2% | 1,501 | $1.0M |
| DDFG, Inc | 0.22% | Add +0.1% | 1,499 | $1.0M |
| Milestones Private Investment Advisors LLC | 0.71% | No change | 1,498 | $1.0M |
| BNC Wealth Management, LLC | 0.26% | No change | 1,496 | $1.0M |
| Kondo Wealth Advisors, Inc. | 0.39% | No change | 1,496 | $1.0M |
| Navellier & Associates Inc. | 0.11% | Add +1.1% | 1,496 | $1.0M |
| Objectivity Squared, LLC | 0.57% | Reduce -0.1% | 1,495 | $1.0M |
| Skyline Advisors, Inc. | 0.34% | Reduce -3.8% | 1,495 | $1.0M |
| Portfolio Strategies, Inc. | 0.12% | Reduce -4.5% | 1,493 | $1.0M |
| Towneley Capital Management, Inc / DE | 0.22% | Reduce -2.7% | 1,491 | $1.0M |
| Integrated Wealth Management | 1.15% | — | 1,488 | $1.0M |
| Lloyd Advisory Services, LLC. | 0.40% | Add +14.6% | 1,488 | $1.0M |
| Summitry LLC | 0.04% | Reduce -21.8% | 1,488 | $1.0M |
| Nicollet Investment Management, Inc. | 0.32% | Add +0.3% | 1,485 | $1.0M |
| POM Investment Strategies, LLC | 0.52% | New | 1,485 | $1.0M |
| Capstone Wealth Management Group, LLC | 0.42% | Add +0.1% | 1,480 | $1.0M |
| DSG Capital Advisors, LLC | 0.15% | Reduce -7.1% | 1,457 | $1.0M |
| Pacific Excel Wealth Advisors, Inc. | 1.91% | — | 1,479 | $1.0M |
| Cullen Investment Group, LTD. | 0.13% | Reduce -8.1% | 1,453 | $1.0M |
| City Holding Co. | 0.12% | Add +146.7% | 1,473 | $1.0M |
| InvesTrust | 0.39% | Add +0.7% | 1,472 | $1.0M |
| Colorado Capital Management, Inc. | 0.38% | Add +0.3% | 1,467 | $1.0M |
| Atticus Wealth Management, LLC | 0.25% | Add +61.5% | 1,465 | $1.0M |
| WT Wealth Management | 0.29% | No change | 1,465 | $1.0M |
| Joule Financial, LLC | 0.30% | No change | 1,463 | $1.0M |
| Legacy Wealth Managment, LLC | 0.48% | Reduce -34.5% | 1,460 | $1.0M |
| Bouchey Financial Group, Ltd. | 0.07% | Reduce -3.2% | 1,459 | $1000K |
| GPS Wealth Strategies Group, LLC | 0.85% | Reduce -93.4% | 1,455 | $997K |
| Staley Capital Advisers Inc. | 0.04% | Reduce -0.8% | 1,448 | $992K |
| Green Ridge Wealth Planning LLC | 0.51% | — | 1,447 | $991K |
| Bill Few Associates, Inc. | 0.24% | Reduce -7.0% | 1,446 | $990K |
| Investment Research & Advisory Group, Inc. | 0.33% | Add +24.9% | 1,445 | $990K |
| OMNI 360 Wealth, Inc. | 0.51% | Reduce -2.5% | 1,427 | $989K |
| Investor's Fiduciary Advisor Network, LLC | 0.21% | Add +22.5% | 1,444 | $988K |
| M. Kulyk & Associates, LLC | 0.19% | Add +24.6% | 1,442 | $988K |
| West Wealth Group, LLC | 0.20% | Add +1.1% | 1,440 | $987K |
| Westbourne Investment Advisors, Inc. | 0.27% | Reduce -4.0% | 1,436 | $983K |
| Essential Investment Partners LLC | 0.93% | — | 1,435 | $983K |
| Mosaic Family Wealth Partners, LLC | 0.11% | Reduce -16.7% | 1,433 | $981K |
| Meritas Wealth Management, LLC | 0.47% | Reduce -1.1% | 1,431 | $980K |
| VCI Wealth Management LLC | 0.27% | Add +16.2% | 1,429 | $979K |
| Fiduciary Financial Group, LLC | 0.14% | Add +2.0% | 1,422 | $974K |
| Portland Financial Advisors Inc | 2.07% | Reduce -4.4% | 1,421 | $973K |
| ProVise Management Group, LLC | 0.07% | Reduce -7.8% | 1,421 | $973K |
| Delta Asset Management LLC | 0.08% | Reduce -13.1% | 1,420 | $973K |
| Baron Wealth Management LLC | 0.30% | Add +310.1% | 1,419 | $972K |
| Partners in Financial Planning | 0.16% | Add +0.1% | 1,417 | $970K |
| BXM Wealth LLC | 0.74% | Add +223.7% | 1,408 | $964K |
| Gutierrez Wealth Advisory, LLC | 0.61% | Add +19.2% | 1,408 | $964K |
| Bennett Selby Investments LP | 0.31% | No change | 1,408 | $964K |
| Range Advisory, LLC | 0.25% | — | 1,404 | $962K |
| Chatham Capital Group, Inc. | 0.14% | Reduce -0.2% | 1,402 | $960K |
| Prepared Retirement Institute LLC | 0.48% | Reduce -0.5% | 1,401 | $960K |
| NBZ Investment Advisors LLC | 0.42% | No change | 1,397 | $957K |
| Fulcrum Equity Management | 0.92% | Reduce -8.9% | 1,396 | $956K |
| River's Edge Wealth Management, LLC | 0.93% | — | 1,396 | $956K |
| Amplius Wealth Advisors, LLC | 0.08% | Add +0.4% | 1,396 | $956K |
| Inscription Capital, LLC | 0.10% | Add +0.7% | 1,395 | $956K |
| Ascentis Wealth Management, LLC | 0.24% | Reduce -4.5% | 1,392 | $956K |
| Gibson Capital, LLC | 0.17% | No change | 1,391 | $953K |
| Summit Investment Advisory Services, LLC | 0.36% | Add +1.6% | 1,391 | $953K |
| Brooks, Moore & Associates, Inc. | 0.47% | Reduce -8.8% | 1,390 | $952K |
| Culbertson A N & Co. Inc. | 0.13% | Reduce -0.7% | 1,390 | $952K |
| KFG Wealth Management, LLC | 0.13% | Reduce -2.1% | 1,387 | $950K |
| Team Financial Group, LLC | 0.43% | Add +11.5% | 1,384 | $948K |
| J. Derek Lewis & Associates Inc. | 0.22% | — | 1,384 | $948K |
| Newman Dignan & Sheerar, Inc. | 0.20% | No change | 1,383 | $947K |
| Collaborative Wealth Managment Inc. | 0.33% | Add +9.3% | 1,381 | $946K |
| Aspiring Ventures, LLC | 0.34% | Add +8.9% | 1,376 | $942K |
| MeadowBrook Investment Advisors LLC | 0.82% | No change | 1,374 | $941K |
| Penney Financial, LLC | 0.36% | No change | 1,374 | $941K |
| Walter & Keenan Wealth Management LLC /in/ | 0.25% | Add +0.2% | 1,372 | $940K |
| Bradyco, Inc. | 1.17% | Reduce -19.5% | 1,372 | $940K |
| Tenret Co LLC | 0.48% | No change | 1,371 | $939K |
| Harrell Investment Partners, LLC | 0.22% | Add +6.2% | 1,367 | $936K |
| TrueWealth Advisors, LLC | 0.24% | Add +4.2% | 1,366 | $936K |
| Tandem Capital Management Corp. | 0.43% | Add +12.8% | 1,366 | $936K |
| RMG Wealth Management LLC | 0.12% | Add +3.5% | 1,365 | $934K |
| Johnson Bixby & Associates, LLC | 0.12% | Reduce -6.7% | 1,361 | $932K |
| Invera Wealth Advisors, LLC | 0.59% | Reduce -10.5% | 1,359 | $931K |
| Prosperity Financial Group, Inc. | 0.34% | Reduce -0.3% | 1,359 | $931K |
| Fermata Advisors, LLC | 0.22% | Reduce -14.3% | 1,357 | $930K |
| DHJJ Financial Advisors, Ltd. | 0.31% | Reduce -2.2% | 1,355 | $928K |
| Pearl Planning LLC | 0.57% | — | 1,353 | $927K |
| Capital Investment Services of America, Inc. | 0.09% | Add +6.9% | 1,351 | $925K |
| Shepherd Kaplan Krochuk, LLC | 0.76% | No change | 1,344 | $921K |
| Muirfield Wealth Advisors LLC | 0.68% | Reduce -8.3% | 1,344 | $921K |
| Elgethun Capital Management | 0.16% | Reduce -3.1% | 1,344 | $921K |
| Penobscot Investment Management Company, Inc. | 0.07% | Add +12.6% | 1,340 | $918K |
| Waystone Advisors LLC | 0.79% | — | 1,338 | $916K |
| Boreal Capital Management LLC | 0.84% | No change | 1,335 | $914K |
| Hemenway Trust Co LLC | 0.07% | Add +51.1% | 1,334 | $914K |
| Bensler, LLC | 0.09% | Add +0.4% | 1,334 | $913K |
| USAdvisors Wealth Management, LLC | 0.30% | Reduce -0.9% | 1,332 | $912K |
| ARS Wealth Advisors Group, LLC | 0.08% | Add +1.7% | 1,331 | $911K |
| Torrey Growth & Income Advisors | 0.32% | No change | 1,330 | $911K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +1.0% | 1,328 | $910K |
| Financial Futures Ltd Liability Co. | 0.42% | Reduce -0.6% | 1,326 | $908K |
| Peoples Financial Services Corp. | 0.42% | Reduce -6.4% | 1,323 | $906K |
| City State Bank | 0.25% | Add +29.4% | 1,322 | $905K |
| LMG Wealth Partners, LLC | 0.17% | Add +0.8% | 1,319 | $903K |
| Elevation Wealth Management LLC | 0.87% | — | 1,318 | $903K |
| Ignite Planners, LLC | 0.14% | Add +6.2% | 1,296 | $901K |
| VSM Wealth Advisory, LLC | 0.27% | Reduce -16.0% | 1,312 | $899K |
| Great Waters Wealth Management | 0.10% | Reduce -5.3% | 1,311 | $898K |
| Chemistry Wealth Management LLC | 0.17% | Add +1.7% | 1,307 | $895K |
| PVG Asset Management Corp. | 1.90% | Reduce -17.8% | 1,305 | $894K |
| Arlington Financial Advisors, LLC | 0.13% | Reduce -1.2% | 1,304 | $893K |
| Sjbenen Advisory, LLC | 0.93% | — | 1,302 | $892K |
| Storen Legacy Partners, LLC | 0.28% | — | 1,301 | $891K |
| Liberty Square Wealth Partners LLC | 0.25% | No change | 1,300 | $890K |
| First National Bank of Mount Dora, Trust Investment Services | 0.19% | Add +2.4% | 1,299 | $890K |
| 180 Wealth Advisors, LLC | 0.10% | Reduce -8.7% | 1,298 | $889K |
| D L Carlson Investment Group Inc. | 0.15% | Reduce -0.7% | 1,296 | $888K |
| Noble Wealth Management PBC | 0.44% | Reduce -2.3% | 1,291 | $884K |
| Compton Wealth Advisory Group, LLC | 0.19% | No change | 1,287 | $882K |
| Fiscal Wisdom Wealth Management, LLC | 0.83% | Add +18.4% | 1,282 | $878K |
| Conservest Capital Advisors, Inc. | 0.08% | No change | 1,281 | $878K |
| North Point Portfolio Managers Corp. | 0.15% | New | 1,280 | $877K |
| Pacific Point Advisors, LLC | 0.47% | Add +7.4% | 1,276 | $874K |
| FourThought Financial Partners, LLC | 0.07% | No change | 1,276 | $874K |
| M.E. Allison & Co., Inc. | 0.59% | Reduce -3.3% | 1,275 | $873K |
| Arrowroot Family Office, LLC | 0.32% | Add +9.0% | 1,274 | $872K |
| Kassira Wealth Management LLC | 0.83% | No change | 1,273 | $872K |
| Reicon Wealth Advisors, LLC | 0.64% | — | 1,269 | $869K |
| TPG Financial Advisors, LLC | 0.29% | No change | 1,268 | $869K |
| Arrow Financial Corp | 0.09% | Reduce -4.5% | 1,266 | $867K |
| Keating Financial Advisory Services, Inc. | 0.12% | — | 1,265 | $867K |
| Revisor Wealth Management LLC | 0.23% | Add +61.5% | 1,255 | $866K |
| Main Street Research LLC | 0.05% | Reduce -13.1% | 1,260 | $863K |
| Victory Financial Group, LLC | 0.11% | Add +12.2% | 1,259 | $862K |
| N.E.W. Advisory Services LLC | 0.06% | Add +1.0% | 1,255 | $860K |
| Convergence Financial, LLC | 0.13% | Reduce -0.3% | 1,255 | $860K |
| Shakespeare Wealth Management, LLC | 0.19% | Add +0.5% | 1,253 | $858K |
| Florida Financial Advisors, LLC | 0.23% | Reduce -0.6% | 1,252 | $857K |
| Navalign, LLC | 0.21% | Reduce -4.2% | 1,251 | $857K |
| Hudson Capital Management LLC | 0.22% | Reduce -8.4% | 1,249 | $856K |
| West Michigan Advisors, LLC | 0.20% | Add +16.8% | 1,249 | $855K |
| Tsfg, LLC | 0.13% | Reduce -5.1% | 1,247 | $854K |
| AssuredPartners Investment Advisors, LLC | 0.13% | Add +52.3% | 1,246 | $853K |
| Global Assets Advisory, LLC | 0.24% | Reduce -15.7% | 1,246 | $853K |
| Strategic Family Wealth Counselors, L.L.C. | 0.19% | No change | 1,250 | $851K |
| Woodard & Co. Asset Management Group Inc. | 0.13% | Reduce -2.3% | 1,240 | $850K |
| BostonPremier Wealth LLC | 0.44% | Reduce -17.1% | 1,240 | $850K |
| Horizons Wealth Management | 0.56% | Reduce -1.7% | 1,237 | $847K |
| RAM Investment Partners, LLC | 0.15% | No change | 1,234 | $845K |
| Moment Partners, LLC | 0.17% | Reduce -31.3% | 1,231 | $843K |
| HRC Wealth Management, LLC | 0.40% | Add +0.3% | 1,230 | $842K |
| Jackson Thornton Wealth Management, LLC | 0.08% | No change | 1,209 | $840K |
| Plimoth Trust Co. LLC | 0.19% | Add +0.7% | 1,225 | $839K |
| AdviceOne Advisory Services, LLC | 0.50% | Add +31.1% | 1,224 | $838K |
| Avant Financial Advisors LLC | 0.60% | No change | 1,222 | $837K |
| Innova Wealth Partners | 0.42% | No change | 1,222 | $837K |
| Fortis Advisors, LLC | 0.46% | Add +0.2% | 1,219 | $835K |
| Martin & Co. Inc. | 0.14% | No change | 1,217 | $834K |
| David Kennon Inc | 0.30% | Add +0.2% | 1,215 | $832K |
| GK Wealth Management LLC | 0.61% | Add +14.6% | 1,215 | $832K |
| Charis Legacy Partners, LLC | 1.23% | No change | 1,215 | $832K |
| Hamilton Point Investment Advisors, LLC | 0.13% | Add +13.9% | 1,215 | $832K |
| O'Brien Wealth Partners LLC | 0.11% | No change | 1,215 | $832K |
| Peak Retirement Planning, Inc. | 0.19% | Reduce -2.2% | 1,211 | $830K |
| Community Financial Services Group, LLC | 0.15% | Reduce -3.5% | 1,209 | $828K |
| Intellus Advisors LLC | 0.11% | No change | 1,208 | $827K |
| Meeder Advisory Services, Inc. | 0.04% | Add +28.2% | 1,208 | $827K |
| Members Trust Co | 0.03% | Reduce -7.5% | 1,207 | $827K |
| Fourpath Capital Management, LLC | 0.11% | Add +1.9% | 1,201 | $823K |
| Wimmer Associates 1, LLC | 0.38% | Reduce -0.9% | 1,200 | $822K |
| Garrett Wealth Advisory Group, LLC | 0.16% | Reduce -2.8% | 1,200 | $822K |
| Bonfire Financial | 0.61% | No change | 1,197 | $820K |
| Coastwise Capital Group, LLC | 0.42% | Add +0.1% | 1,197 | $820K |
| Laffer Tengler Investments, Inc. | 0.14% | No change | 1,194 | $818K |
| D.B. Root & Company, LLC | 0.20% | Add +7.0% | 1,194 | $818K |
| Cove Private Wealth, LLC | 0.24% | No change | 1,192 | $816K |
| Jane Street Group, LLC | 0.00% | Reduce -51.8% | 1,188 | $814K |
| Gill Capital Partners, LLC | 0.25% | Reduce -6.5% | 1,187 | $813K |
| Golden Reserve Retirement LLC | 0.15% | New | 1,184 | $811K |
| Legacy Solutions, LLC | 0.71% | Add +0.2% | 1,180 | $808K |
| Ahara Advisors LLC | 0.73% | — | 1,179 | $808K |
| GatePass Capital, LLC | 0.42% | Reduce -13.8% | 1,177 | $806K |
| Regatta Capital Group, LLC | 0.12% | Add +0.7% | 1,176 | $805K |
| First National Bank Sioux Falls | 0.24% | Add +161.7% | 1,175 | $805K |
| Integral Investment Advisors, Inc. | 0.20% | No change | 1,172 | $803K |
| Main Street Group, LTD | 0.28% | Add +6.0% | 1,172 | $803K |
| SpringVest Wealth Management LLC | 0.56% | Reduce -7.2% | 1,172 | $803K |
| Zuckerman Investment Group, LLC | 0.07% | Reduce -1.2% | 1,166 | $799K |
| Next Level Private LLC | 0.21% | Add +7.0% | 1,166 | $798K |
| Revere Asset Management, Inc | 0.28% | Add +32.9% | 1,164 | $797K |
| San Luis Wealth Advisors LLC | 0.13% | Reduce -8.7% | 1,163 | $796K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.3% | 1,160 | $794K |
| Fairview Capital Investment Management, LLC | 0.04% | Add +1.3% | 1,159 | $794K |
| Manske Wealth Management | 0.23% | Reduce -14.1% | 1,156 | $792K |
| Manuka Financial, LLC | 0.49% | No change | 1,155 | $791K |
| Jordan Park Group LLC | 0.05% | Add +30.4% | 1,154 | $790K |
| AmeriServ Wealth Advisors | 0.46% | No change | 1,154 | $790K |
| Hills Bank & Trust Co | 0.05% | Add +15.6% | 1,152 | $789K |
| Blankinship & Foster, LLC | 0.17% | No change | 1,152 | $789K |
| LJI Wealth Management, LLC | 0.12% | Add +22.6% | 1,150 | $788K |
| Fenimore Asset Management Inc | 0.02% | Reduce -4.2% | 1,150 | $788K |
| Strategic Financial Planning, Inc. | 0.45% | No change | 1,149 | $787K |
| one8zero8, LLC | 0.17% | Add +0.1% | 1,146 | $785K |
| Clearview Wealth Advisors LLC | 0.50% | Reduce -0.1% | 1,145 | $784K |
| Sharp Wealth Advisory, LLC | 0.39% | Add +0.6% | 1,144 | $784K |
| Somerset Trust Co | 0.24% | No change | 1,142 | $782K |
| Radnor Capital Management, LLC | 0.12% | No change | 1,139 | $780K |
| Slow Capital, Inc. | 0.09% | Reduce -1.5% | 1,139 | $780K |
| Peachtree Investment Partners, LLC | 0.26% | Reduce -30.5% | 1,137 | $779K |
| True Wealth Design, LLC | 0.23% | Add +2.7% | 1,135 | $777K |
| Pinney & Scofield, Inc. | 0.44% | No change | 1,134 | $777K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +5.4% | 1,117 | $776K |
| Centennial Advisors, LLC | 1.01% | — | 1,130 | $774K |
| Balance Wealth Partners LLC | 0.25% | Add +10.8% | 1,129 | $774K |
| Sterling Investment Advisors, Ltd. | 0.14% | Add +121.8% | 1,129 | $773K |
| Andrews Advisory Associates, LLC | 0.41% | — | 1,128 | $773K |
| Blue Zone Wealth Advisors, LLC | 0.15% | Add +91.2% | 1,128 | $773K |
| Glenorchy Capital Ltd | 0.50% | No change | 1,118 | $766K |
| Front Row Advisors LLC | 0.26% | Reduce -4.1% | 1,118 | $766K |
| Security National Bank of So Dak | 0.37% | No change | 1,111 | $761K |
| Triton Wealth Management, PLLC | 0.28% | No change | 1,098 | $758K |
| Triton Financial Group Inc | 0.50% | Reduce -3.2% | 1,105 | $757K |
| Exchange Bank | 0.52% | Add +2.3% | 1,104 | $756K |
| Piedmont Capital Management, LLC | 0.38% | Add +15.8% | 1,100 | $753K |
| Seven Post Investment Office LP | 0.27% | Reduce -71.5% | 1,100 | $753K |
| Warner Group LLC | 0.46% | Add +171.4% | 1,099 | $753K |
| Third View Private Wealth, LLC | 0.10% | — | 1,099 | $753K |
| Future Financial Wealth Managment LLC | 0.51% | Reduce -0.1% | 1,106 | $753K |
| Chilton Investment Co. Inc. | 0.02% | Add +34.2% | 1,098 | $752K |
| FSC Wealth Advisors, LLC | 1.22% | Reduce -66.5% | 1,097 | $752K |
| Proactive Wealth Strategies LLC | 0.30% | Add +0.6% | 1,095 | $750K |
| Ables, Iannone, Moore & Associates, Inc. | 0.41% | Add +3.5% | 1,094 | $749K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 1,094 | $749K |
| Austin Wealth Management, LLC | 0.11% | Add +10.0% | 1,080 | $748K |
| Cornerstone Financial Management LLC | 0.70% | — | 1,088 | $745K |
| Patrick M Sweeney & Associates, Inc. | 0.46% | Add +197.3% | 1,085 | $743K |
| Monte Financial Group, LLC | 0.28% | Add +20.4% | 1,085 | $743K |
| MJT & Associates Financial Advisory Group, Inc. | 0.55% | Reduce -2.0% | 1,085 | $743K |
| Great Lakes Retirement, Inc. | 0.08% | Reduce -1.0% | 1,083 | $742K |
| Ruggiero Investments, Inc. | 0.67% | — | 1,083 | $742K |
| Milestone Asset Management, LLC | 0.14% | Reduce -3.7% | 1,078 | $739K |
| One Wealth Map LLC | 0.38% | Add +0.4% | 1,058 | $739K |
| Bowman & Co S.C. | 0.31% | Add +8.9% | 1,074 | $736K |
| Northstar Financial Companies, Inc. | 0.59% | New | 1,074 | $736K |
| Akuna Securities LLC | 0.28% | New | 1,074 | $736K |
| Walsh & Associates, LLC | 0.73% | — | 1,074 | $735K |
| Midwest Capital Advisors, LLC | 0.35% | Add +0.4% | 1,074 | $735K |
| Payne Capital LLC | 0.75% | No change | 1,072 | $734K |
| L. Roy Papp & Associates, LLP | 0.08% | Reduce -24.0% | 1,068 | $732K |
| FWG Investments, LLC. | 0.46% | Add +0.5% | 1,064 | $729K |
| GGM Financial LLC | 0.35% | Reduce -4.5% | 1,063 | $728K |
| G&S Capital LLC | 0.26% | Add +22.3% | 1,063 | $728K |
| Resolute Capital, LLC | 0.30% | — | 1,060 | $726K |
| Safe Harbor Wealth Advisors, LLC | 0.70% | — | 1,060 | $725K |
| Townsquare Capital LLC | 0.16% | Reduce -73.2% | 1,059 | $725K |
| Seneca House Advisors | 0.27% | Reduce -8.0% | 1,055 | $723K |
| Townsend Asset Management Corp. /NC/ | 0.25% | Add +1.0% | 1,054 | $722K |
| O'ROURKE & COMPANY, Inc | 0.28% | Add +0.1% | 1,051 | $720K |
| Mascagni Wealth Management, Inc. | 0.54% | Add +12.7% | 1,051 | $720K |
| Hurley Capital, LLC | 0.40% | Add +9.1% | 1,048 | $718K |
| Quattro Financial Advisors LLC | 0.21% | No change | 1,046 | $716K |
| Warren Street Wealth Advisors, LLC | 0.21% | Reduce -74.9% | 1,046 | $716K |
| Resolute Wealth Strategies, LLC | 0.31% | Add +4.1% | 1,045 | $716K |
| Pursuit Wealth Strategies, LLC | 1.00% | — | 1,039 | $712K |
| HMS Capital Management, LLC | 0.29% | No change | 1,035 | $709K |
| Seal Cove Capital, LLC | 0.66% | — | 1,033 | $708K |
| Jackson Square Capital, LLC | 0.14% | Add +6.4% | 1,033 | $708K |
| Hunter Associates Investment Management LLC | 0.09% | Reduce -0.4% | 1,034 | $707K |
| Stiles Financial Services Inc | 0.22% | Add +0.8% | 1,032 | $707K |
| American Investment Services, Inc. | 0.16% | No change | 1,031 | $706K |
| Koa Wealth Management, LLC | 0.48% | New | 1,030 | $705K |
| Verity & Verity, LLC | 0.05% | Reduce -1.0% | 1,030 | $705K |
| Tailwinds Wealth, LLC | 0.76% | — | 1,029 | $705K |
| Kelly Financial Group LLC | 0.18% | Reduce -16.5% | 1,029 | $704K |
| Stonekeep Investments, LLC | 0.45% | Add +2.2% | 1,025 | $702K |
| Paladin Wealth, LLC | 0.48% | Add +3.0% | 1,023 | $701K |
| Hillman Capital Management, Inc. | 0.44% | Reduce -20.0% | 1,022 | $700K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.21% | Reduce -50.1% | 1,021 | $699K |
| Passive Capital Management, LLC. | 0.22% | No change | 1,020 | $699K |
| Lumbard & Kellner, LLC | 0.24% | Add +5.2% | 1,020 | $699K |
| Wealthspan Partners, LLC | 0.25% | No change | 1,019 | $698K |
| Field & Main Bank | 0.20% | Reduce -2.2% | 1,015 | $695K |
| Marco Investment Management LLC | 0.05% | No change | 1,015 | $695K |
| Eubel Brady & Suttman Asset Management Inc. | 0.08% | Add +47.5% | 1,013 | $694K |
| Cypress Point Wealth Management, LLC | 0.15% | No change | 1,013 | $694K |
| Apriem Advisors | 0.06% | Reduce -21.9% | 1,013 | $694K |
| Tannin Capital LLC | 0.62% | — | 1,008 | $690K |
| Van Den Berg Management I, Inc. | 0.16% | New | 1,008 | $690K |
| Osprey Private Wealth LLC | 0.20% | No change | 1,006 | $689K |
| Heritage Wealth Management, Inc./Texas | 0.30% | Reduce -7.4% | 1,006 | $689K |
| Cornerstone National Bank & Trust Co | 0.27% | Add +17.3% | 1,005 | $688K |
| Seaside Wealth Management, Inc. | 0.20% | Add +0.1% | 1,004 | $688K |
| Key Client Fiduciary Advisors, LLC | 0.24% | Reduce -0.3% | 1,003 | $687K |
| CFO4Life Group, LLC | 0.10% | Reduce -42.4% | 1,002 | $686K |
| United Bank | 0.09% | No change | 996 | $682K |
| Spinnaker Investment Group, LLC | 0.12% | Add +6.2% | 995 | $682K |
| Pure Portfolios Holdings LLC | 0.20% | Reduce -3.6% | 994 | $681K |
| Aries Wealth Management | 0.15% | Add +5.2% | 992 | $679K |
| Monument Group Wealth Advisors, LLC | 0.37% | Add +0.4% | 991 | $679K |
| Richardson Capital Management LLC | 0.34% | Reduce -4.7% | 990 | $678K |
| Slagle Financial, LLC | 0.24% | Add +0.2% | 984 | $674K |
| Premier Financial Group | 0.18% | Add +16.1% | 976 | $672K |
| Barnett & Company, Inc. | 0.54% | Add +124.0% | 981 | $672K |
| Hofer & Associates. Inc | 0.36% | Add +0.1% | 980 | $671K |
| Dash Acquisitions Inc. | 0.14% | Reduce -2.3% | 973 | $670K |
| Clayton Financial Group LLC | 0.34% | Add +70.4% | 978 | $670K |
| Up Strategic Wealth Investment Advisors LLC | 0.49% | No change | 965 | $669K |
| Carmel Capital Partners, LLC | 0.23% | Add +170.6% | 974 | $667K |
| Virtue Asset Management LLC | 0.54% | No change | 972 | $666K |
| LongView Asset Management LLC | 0.46% | Reduce -0.4% | 971 | $665K |
| Atlas Private Wealth Advisors | 0.15% | Reduce -12.9% | 968 | $663K |
| JPL Wealth Management, LLC | 0.16% | Add +61.2% | 964 | $660K |
| Triangle Securities Wealth Management | 0.14% | Reduce -16.4% | 962 | $659K |
| CPC Advisors, LLC | 0.07% | Reduce -1.7% | 962 | $659K |
| 55 North Private Wealth, LLC | 0.17% | — | 960 | $658K |
| First Nebraska Trust Co | 0.06% | Reduce -1.3% | 960 | $658K |
| Sollinda Capital Management LLC | 0.17% | Reduce -10.6% | 958 | $656K |
| Stonebrook Private Inc. | 0.14% | Reduce -4.8% | 957 | $656K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.95% | Add +3.5% | 954 | $653K |
| Retirement Guys Formula LLC | 0.30% | No change | 1,122 | $653K |
| Frazier Financial Advisors, LLC | 0.39% | No change | 953 | $653K |
| Ethic Inc. | 0.01% | Reduce -51.5% | 953 | $653K |
| Breachway Investments LLC | 0.69% | — | 953 | $653K |
| Timmons Wealth Management, LLC | 0.64% | — | 948 | $649K |
| RDA Financial Network | 0.16% | Reduce -47.4% | 947 | $649K |
| First Pacific Financial | 0.08% | Add +32.1% | 947 | $649K |
| Cambridge Advisors Inc. | 0.12% | No change | 947 | $649K |
| Stonebridge Financial Group, LLC / MO | 0.56% | — | 946 | $648K |
| Northstar Group, Inc. | 0.09% | Add +173.9% | 945 | $647K |
| Wells Financial Advisors INC | 1.23% | Reduce -16.7% | 945 | $647K |
| Delta Financial Advisors LLC | 0.17% | Add +36.0% | 944 | $646K |
| Garde Capital, Inc. | 0.04% | Reduce -44.1% | 942 | $645K |
| Harbour Investment Management LLC | 0.34% | Reduce -3.3% | 941 | $645K |
| KM Capital Management Ltd. | 0.33% | Add +19.9% | 939 | $643K |
| DecisionPoint Financial, LLC | 0.14% | Add +97.1% | 938 | $642K |
| Covenant Partners, LLC | 0.19% | Add +11.8% | 936 | $641K |
| BCO Wealth Management LLC | 0.39% | Reduce -2.1% | 935 | $640K |
| Union Savings Bank | 0.28% | — | 931 | $638K |
| Bravera Wealth | 0.32% | — | 930 | $637K |
| Westside Investment Management, Inc. | 0.10% | Add +9.3% | 928 | $636K |
| Grove Street Fiduciary, LLC | 0.27% | Add +11.7% | 928 | $636K |
| Beacon Financial Strategies CORP | 0.35% | No change | 925 | $633K |
| Legacies Wealth LLC | 0.36% | Add +715.9% | 922 | $632K |
| Tactive Advisors, LLC | 0.18% | Reduce -28.3% | 917 | $628K |
| Private Management Group Inc. | 0.02% | Add +0.1% | 917 | $628K |
| Arkos Global Advisors | 0.08% | Add +4.3% | 917 | $628K |
| Old Peak Finance LLC | 0.39% | — | 917 | $628K |
| Tidemark, LLC | 0.18% | Reduce -1.2% | 916 | $628K |
| Alpha Zero LLC | 0.34% | Add +5.7% | 916 | $627K |
| Cravens & Co Advisors, LLC | 0.41% | No change | 900 | $627K |
| Level Financial Advisors | 0.17% | Add +2.2% | 916 | $627K |
| Vestia Personal Wealth Advisors | 0.32% | Add +1.8% | 911 | $627K |
| Matrix Private Capital Group LLC | 0.32% | No change | 914 | $626K |
| Everstar Asset Management, LLC | 0.34% | Reduce -7.7% | 914 | $626K |
| Dravo Bay LLC | 0.26% | Add +35.5% | 913 | $625K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +0.4% | 912 | $624K |
| Wellington Grp LLC | 0.21% | — | 911 | $624K |
| Brio Consultants, LLC | 0.08% | Add +3.8% | 910 | $623K |
| Financial Security Advisor, Inc. | 0.12% | Add +22.0% | 909 | $623K |
| Jacksonville Wealth Management, LLC | 0.44% | No change | 908 | $622K |
| Prosperity Planning, Inc. | 0.23% | Reduce -4.3% | 908 | $622K |
| Sfam, LLC | 0.57% | — | 905 | $620K |
| Independence Wealth Advisors, LLC | 0.35% | — | 904 | $619K |
| Parkwoods Wealth Partners, LLC | 0.18% | Add +11.1% | 903 | $619K |
| Matauro, LLC | 0.09% | Reduce -1.1% | 902 | $618K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.24% | Reduce -0.3% | 900 | $616K |
| Willner & Heller, LLC | 0.44% | Reduce -1.6% | 900 | $616K |
| Whitener Capital Management, Inc. | 0.14% | Reduce -20.2% | 896 | $614K |
| Chapman Financial Group, LLC | 0.42% | No change | 896 | $614K |
| Cypress Capital, LLC | 0.17% | No change | 894 | $612K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -5.8% | 893 | $612K |
| Castle Rock Wealth Management, LLC | 0.13% | No change | 887 | $611K |
| Thrive Capital Management, LLC | 0.14% | Add +53.6% | 891 | $610K |
| Ring Mountain Capital, LLC | 0.31% | Add +83.7% | 876 | $608K |
| Lodestone Wealth Management LLC | 0.25% | No change | 887 | $607K |
| Walleye Trading LLC | 0.01% | New | 886 | $607K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -4.3% | 883 | $605K |
| Advocate Investing Services LLC | 0.54% | — | 883 | $605K |
| Aberdeen Wealth Management LLC | 0.28% | Add +193.3% | 880 | $603K |
| Andrew Hill Investment Advisors, Inc. | 0.46% | Add +6.4% | 876 | $601K |
| Denver Wealth Management, Inc. | 0.21% | Add +0.7% | 876 | $600K |
| Orange Investment Advisors, Inc. | 0.07% | Add +12.9% | 875 | $599K |
| Prospect Financial Services LLC | 0.34% | Reduce -7.6% | 873 | $598K |
| Eagle Global Advisors LLC | 0.02% | Add +6.0% | 873 | $598K |
| CCM Investment Advisers LLC | 0.06% | Add +16.7% | 873 | $598K |
| Castleview Partners, LLC | 0.30% | Add +1.1% | 870 | $596K |
| Cornerstone Planning, LLC | 0.14% | — | 869 | $595K |
| Bernicke Wealth Management, Ltd. | 0.08% | — | 866 | $593K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.31% | — | 865 | $592K |
| Davis Capital Management | 0.41% | Reduce -0.5% | 863 | $591K |
| Kickstand Ventures, Llc. | 0.12% | Reduce -1.8% | 863 | $591K |
| WealthTrust Asset Management, LLC | 0.41% | Add +0.2% | 860 | $589K |
| Freedom Investment Management, Inc. | 0.17% | Reduce -31.4% | 857 | $587K |
| Briggs Wealth Management, Inc | 0.63% | — | 857 | $587K |
| Howard Capital Management Group, LLC | 0.04% | Add +3.1% | 856 | $586K |
| Smith & Howard Wealth Management, LLC | 0.13% | Reduce -8.0% | 855 | $586K |
| Joel Adams & Associates, Inc. | 0.44% | Reduce -5.6% | 855 | $585K |
| Holderness Investments Co. | 0.12% | No change | 854 | $585K |
| LVM Capital Management Ltd. | 0.05% | Reduce -6.9% | 853 | $584K |
| Wealth Watch Advisors, INC | 0.22% | Reduce -3.5% | 852 | $584K |
| Greenfield Savings Bank | 0.25% | No change | 852 | $584K |
| Collier Financial | 0.44% | Reduce -0.7% | 850 | $582K |
| Hershey Financial Advisers, LLC | 0.49% | New | 850 | $582K |
| Holcombe Financial, Inc. | 0.37% | Add +11.8% | 850 | $582K |
| Novak & Powell Financial Services, Inc. | 0.30% | Reduce -4.0% | 850 | $582K |
| McDonald Partners LLC | 0.18% | No change | 849 | $582K |
| Am Investment Strategies LLC | 0.12% | Add +900.9% | 8,478 | $581K |
| Northbridge Financial Group, LLC | 0.26% | — | 844 | $578K |
| Total Investment Management Inc. | 0.07% | Add +13.0% | 842 | $577K |
| Grey Fox Wealth Advisors, LLC | 0.12% | Reduce -9.2% | 842 | $576K |
| Global Wealth Strategies & Associates | 0.14% | Reduce -4.3% | 841 | $576K |
| South Shore Capital Advisors | 0.42% | — | 840 | $575K |
| Traction Financial Partners, LLC | 0.34% | No change | 840 | $575K |
| Sendero Wealth Management, LLC | 0.06% | Add +23.4% | 838 | $574K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -1.8% | 837 | $573K |
| Quest Investment Management LLC | 0.06% | No change | 836 | $573K |
| Hazlett, Burt & Watson, Inc. | 0.18% | Reduce -6.3% | 835 | $572K |
| First City Capital Management, Inc. | 0.30% | No change | 835 | $572K |
| Heritage Wealth Management, Inc. | 0.16% | Reduce -6.2% | 834 | $572K |
| Brickley Wealth Management | 0.10% | No change | 833 | $571K |
| Highland Financial Advisors, LLC | 0.16% | Add +0.5% | 832 | $570K |
| OLIO Financial Planning | 0.16% | No change | 831 | $569K |
| Annandale Capital, LLC | 0.09% | No change | 829 | $568K |
| Ipsen Advisor Group LLC | 0.40% | Reduce -17.0% | 829 | $568K |
| RFP Financial Group LLC | 0.27% | Reduce -97.8% | 828 | $567K |
| Retirement Capital Strategies | 0.21% | Reduce -0.4% | 824 | $564K |
| BTG Pactual Asset Management US LLC | 0.06% | Reduce -5.3% | 908 | $564K |
| Bell Bank | 0.02% | Reduce -5.1% | 823 | $564K |
| Adelphi Trust Co | 0.46% | — | 823 | $564K |
| TPG Advisors LLC | 0.35% | Reduce -30.8% | 819 | $561K |
| LVW Advisors, LLC | 0.06% | Add +6.5% | 815 | $559K |
| August Group Capital Ltd | 0.62% | — | 814 | $558K |
| Quantum Financial Advisors, LLC | 0.06% | No change | 812 | $556K |
| Meridian Investment Counsel Inc. | 0.13% | No change | 810 | $555K |
| Longview Financial Advisors, Inc. | 0.37% | Add +0.1% | 803 | $550K |
| Pointe Capital Management LLC | 0.27% | Add +1.0% | 802 | $549K |
| WealthCare Investment Partners, LLC | 0.16% | Reduce -4.1% | 799 | $548K |
| Burns J W & Co. Inc. | 0.06% | Add +5.4% | 801 | $548K |
| Sage Private Wealth Group, LLC | 0.29% | Reduce -0.5% | 799 | $547K |
| Compass Financial Group, Inc. (Ohio) | 0.40% | — | 798 | $547K |
| Peregrine Asset Advisers, Inc. | 0.15% | Reduce -9.1% | 798 | $547K |
| Beckerman Institutional, LLC | 0.31% | No change | 797 | $546K |
| Bci Securities, Inc. | 4.70% | — | 795 | $545K |
| CGC Financial Services, LLC | 0.15% | Add +17.3% | 794 | $544K |
| Foguth Wealth Management, LLC. | 0.08% | — | 791 | $543K |
| Family Legacy Financial Solutions, LLC | 0.42% | No change | 792 | $543K |
| Syntegra Private Wealth Group, LLC | 0.05% | Add +2.2% | 792 | $543K |
| Hall Laurie J Trustee | 0.18% | No change | 792 | $542K |
| URS Advisory LLC | 0.45% | — | 789 | $541K |
| Taylor Financial Group, Inc. | 0.32% | Reduce -0.1% | 789 | $540K |
| Ares Financial Consulting, LLC | 0.51% | — | 789 | $540K |
| Nestegg Advisors, Inc. | 0.46% | Reduce -15.2% | 788 | $540K |
| Mark Sheptoff Financial Planning, LLC | 0.26% | Reduce -13.8% | 786 | $538K |
| Canandaigua National Trust Co of Florida | 0.34% | No change | 783 | $536K |
| RMR Wealth Builders | 0.04% | Add +2.1% | 780 | $535K |
| Trevian Wealth Management LLC | 0.25% | Reduce -1.5% | 779 | $534K |
| Barr E S & Co. | 0.03% | Add +12.8% | 778 | $533K |
| Optima Capital LLC | 0.23% | Add +47.4% | 777 | $532K |
| Petra Financial Advisors Inc. | 0.31% | Reduce -4.3% | 777 | $532K |
| Westshore Wealth, LLC | 0.18% | Add +1.4% | 774 | $530K |
| Noesis Capital Mangement Corp. | 0.08% | Reduce -4.6% | 774 | $530K |
| Core Wealth Partners LLC | 0.24% | Add +0.1% | 772 | $529K |
| Sentinel Wealth Management, Inc. | 0.44% | Reduce -0.4% | 772 | $529K |
| Evansbrook LLC | 0.35% | — | 772 | $529K |
| Crews Bank & Trust | 0.08% | Reduce -8.1% | 772 | $529K |
| Silver Oak Advisory Group, Inc. | 0.24% | Reduce -22.6% | 772 | $528K |
| Compass Planning Associates Inc | 0.36% | Add +0.3% | 769 | $526K |
| Challenger Wealth Management | 0.40% | Add +0.3% | 768 | $526K |
| von Borstel & Associates, Inc. | 0.12% | Reduce -95.7% | 768 | $526K |
| Visionary Horizons, LLC | 0.27% | Reduce -55.8% | 767 | $526K |
| Marietta Investment Partners LLC | 0.10% | No change | 767 | $525K |
| Advisor Resource Council | 0.19% | New | 754 | $525K |
| Columbia Asset Management | 0.09% | No change | 766 | $525K |
| CFM Wealth Partners LLC | 0.08% | Reduce -25.1% | 765 | $524K |
| American Money Management, LLC | 0.08% | Add +19.0% | 764 | $523K |
| Integrity Financial Corp | 0.26% | Add +2.1% | 762 | $522K |
| Prudent Investors Network, Inc. | 0.12% | Add +31.3% | 759 | $520K |
| OneAscent Family Office, LLC | 0.35% | Reduce -1.0% | 758 | $519K |
| Buttonwood Financial Advisors Inc. | 0.17% | Reduce -1.2% | 758 | $519K |
| DiNuzzo Private Wealth, Inc. | 0.06% | Reduce -2.6% | 756 | $518K |
| Finley Financial, LLC | 0.24% | No change | 755 | $517K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | Add +1.3% | 754 | $516K |
| Family Capital Trust Co | 0.17% | Reduce -1.3% | 753 | $516K |
| RVW Wealth, LLC | 0.04% | Reduce -16.7% | 752 | $515K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.11% | No change | 750 | $514K |
| Boston Common Asset Management, LLC | 0.03% | Reduce -5.7% | 750 | $514K |
| Private Wealth Group, LLC | 0.25% | No change | 749 | $513K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -17.4% | 748 | $512K |
| Axis Wealth Partners, LLC | 0.28% | Reduce -1.2% | 745 | $510K |
| 44 Wealth Management LLC | 0.17% | New | 744 | $510K |
| Grange Capital, LLC | 0.49% | Reduce -4.5% | 742 | $508K |
| Rainier Family Wealth Inc. | 0.38% | Add +3.1% | 741 | $508K |
| Clarity Wealth Development LLC | 0.43% | No change | 740 | $507K |
| Chris Bulman Inc | 0.22% | Add +0.1% | 738 | $505K |
| Guided Capital Wealth Management, LLC | 0.35% | No change | 736 | $504K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -10.9% | 737 | $504K |
| Financial Life Advisors | 0.16% | Add +19.5% | 735 | $503K |
| Baxter Bros Inc. | 0.06% | No change | 735 | $503K |
| DUTCH ASSET Corp | 0.39% | — | 733 | $503K |
| Cannon Advisors, Inc. | 0.35% | Reduce -71.6% | 722 | $501K |
| Willow Financial LLC | 0.51% | — | 730 | $500K |
| IMZ Advisory Inc | 0.18% | Add +2.4% | 730 | $500K |
| Valued Wealth Advisors LLC | 0.22% | Reduce -26.3% | 727 | $498K |
| Ellsworth Advisors, LLC | 0.10% | Reduce -5.7% | 716 | $498K |
| Clark Financial Services Group Inc. | 0.26% | Add +3.9% | 720 | $497K |
| GoalVest Advisory LLC | 0.10% | Add +80.2% | 726 | $497K |
| LifeSteps Financial, Inc. | 0.32% | Reduce -1.8% | 725 | $497K |
| Equita Financial Network, Inc. | 0.15% | Reduce -23.6% | 725 | $497K |
| Wagner Wealth Management, Corp | 0.49% | — | 725 | $497K |
| Vectors Research Management, LLC | 0.15% | No change | 724 | $496K |
| Caitlin John, LLC | 0.32% | Add +33.2% | 722 | $495K |
| Lewis Asset Management, LLC | 0.20% | No change | 721 | $494K |
| Riverview Trust Co | 0.60% | Reduce -5.9% | 720 | $493K |
| St. Louis Trust Co | 0.06% | No change | 720 | $493K |
| Wealth Science Advisors LLC | 0.28% | — | 718 | $492K |
| Cordgrass Capital Advisors, LLC | 0.12% | No change | 717 | $491K |
| Fogel Capital Management, Inc. | 0.23% | Add +1.7% | 717 | $491K |
| Cetera Trust Company, N.A | 0.26% | Add +240.5% | 715 | $490K |
| Sterling Group Wealth Management, LLC | 0.24% | Add +1.4% | 715 | $490K |
| SFG Wealth Management, LLC. | 0.19% | Add +20.2% | 713 | $489K |
| O'Brien Greene & Co. Inc | 0.14% | No change | 713 | $488K |
| Alpine Global Management, LLC | 0.12% | New | 710 | $486K |
| Commons Capital, LLC | 0.34% | Reduce -54.3% | 708 | $485K |
| Andina Capital Management, LLC | 0.29% | New | 708 | $485K |
| Vines Capital Management, LLC | 0.47% | — | 706 | $484K |
| Strategent Financial, LLC | 0.31% | No change | 706 | $484K |
| BFI Wealth Solutions, LLC | 0.46% | — | 705 | $483K |
| truNorth Financial Services, Inc. | 0.52% | — | 703 | $482K |
| Blue Fin Capital, Inc. | 0.07% | No change | 701 | $480K |
| Provident Living Financial Services, Inc. | 0.47% | — | 699 | $479K |
| Emprise Bank | 0.20% | No change | 699 | $479K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -27.1% | 696 | $477K |
| Leading Edge Financial Planning LLC | 0.11% | Add +13.8% | 695 | $476K |
| Insight Wealth Partners, LLC | 0.20% | No change | 694 | $475K |
| Finer Wealth Management, Inc. | 0.23% | No change | 693 | $475K |
| Farrell Financial LLC | 0.28% | Add +0.4% | 693 | $474K |
| Cornerstone Select Advisors, LLC | 0.33% | No change | 690 | $473K |
| Palisade Asset Management, LLC | 0.05% | Add +5.3% | 689 | $472K |
| Financial Strategies Group, Inc. | 0.09% | No change | 678 | $471K |
| Elser Financial Planning, Inc | 0.34% | No change | 688 | $471K |
| ATLas Financial Planning LLC | 0.46% | — | 687 | $471K |
| Buffalo Business & Estate Services Ltd. | 0.07% | — | 687 | $470K |
| Mitchell Sinkler & Starr | 0.21% | No change | 686 | $470K |
| Elevatus Welath Management | 0.13% | Reduce -1.0% | 685 | $469K |
| TL Private Wealth | 0.18% | Add +2.6% | 671 | $468K |
| Fortune Financial Advisors, LLC | 0.31% | Add +0.1% | 682 | $467K |
| Fielder Capital Group LLC | 0.10% | No change | 681 | $466K |
| Adell Harriman & Carpenter Inc. | 0.03% | Reduce -3.5% | 680 | $466K |
| Hilltop Partners LLC | 0.12% | Add +3.5% | 678 | $464K |
| TSG Advice Partners, LLC | 0.07% | — | 678 | $464K |
| Center For Asset Management LLC | 0.24% | Add +0.3% | 676 | $463K |
| Pinnacle Financial Group, LLC / IL | 0.13% | No change | 675 | $463K |
| Somerville Kurt F | 0.08% | No change | 671 | $460K |
| Sawgrass Asset Management LLC | 0.06% | Add +2.0% | 671 | $460K |
| NWK Group, Inc. | 0.16% | No change | 670 | $459K |
| 25 LLC | 0.15% | Add +40.5% | 669 | $458K |
| Knollwood Investment Advisory, LLC | 0.04% | No change | 668 | $458K |
| Fagan Associates, Inc. | 0.06% | Reduce -17.3% | 663 | $454K |
| Watchman Group, Inc. | 0.11% | Add +9.4% | 662 | $453K |
| Beacon Wealthcare LLC | 0.16% | Reduce -13.1% | 662 | $453K |
| Eclectic Associates Inc. | 0.07% | Reduce -27.7% | 661 | $452K |
| WJ Financial Advisors LLC | 0.40% | Reduce -0.8% | 659 | $451K |
| Three Magnolias Financial Advisors, LLC | 0.28% | Reduce -13.0% | 658 | $451K |
| Hassell Wealth Management, LLC | 0.15% | Reduce -1.2% | 649 | $451K |
| Synergy Financial Group, LTD | 0.31% | Reduce -0.6% | 654 | $448K |
| Alchemi Wealth, LLC | 0.24% | — | 654 | $448K |
| Kirr Marbach & Co. LLC | 0.09% | No change | 654 | $448K |
| Vantage Point Financial LLC | 0.16% | Add +0.6% | 651 | $446K |
| Kidder Stephen W | 0.13% | No change | 650 | $445K |
| Elm3 Financial Group, LLC | 0.37% | Reduce -27.2% | 649 | $445K |
| NewSquare Capital LLC | 0.04% | Reduce -11.2% | 649 | $445K |
| Hegarty Advisors, LLC | 0.38% | — | 647 | $443K |
| Fullerton Advisors, LLC | 0.44% | — | 645 | $442K |
| Nicholas Wealth, LLC. | 0.30% | Add +6.1% | 645 | $442K |
| Coston, McIsaac & Partners | 0.10% | Reduce -10.3% | 643 | $440K |
| A4 Wealth Advisors LLC | 0.38% | Reduce -29.4% | 642 | $440K |
| Great Diamond Partners, LLC | 0.08% | Reduce -0.8% | 642 | $440K |
| SageGuard Financial Group, LLC | 0.07% | — | 641 | $439K |
| Prentice Wealth Management LLC | 0.10% | No change | 640 | $438K |
| Ballentine Capital Advisors, Inc | 0.18% | No change | 638 | $437K |
| Shepherd Street Advisors LLC | 0.42% | — | 635 | $435K |
| Mirador Capital Partners LP | 0.06% | Add +18.8% | 633 | $434K |
| Lauterbach Financial Advisors, LLC | 0.21% | No change | 633 | $434K |
| D'Orazio & Associates, Inc. | 0.06% | No change | 632 | $433K |
| Aurora Private Wealth, Inc. | 0.28% | — | 633 | $433K |
| Steinberganna Wealth Management | 0.20% | Add +0.3% | 630 | $431K |
| IMG Wealth Management, Inc. | 0.27% | Add +62.9% | 627 | $429K |
| Kirtland Hills Capital Management, LLC | 0.15% | No change | 627 | $429K |
| Sutton Place Investors LLC | 0.24% | Reduce -8.9% | 626 | $429K |
| SoundView Advisors Inc. | 0.15% | New | 626 | $428K |
| Financial & Tax Architects, LLC | 0.10% | Reduce -5.7% | 625 | $428K |
| Purkiss Capital Advisors LLC | 0.20% | Add +14.8% | 622 | $426K |
| American Capital Advisory, LLC | 0.19% | No change | 622 | $426K |
| Brogan Financial, Inc. | 0.19% | Add +0.5% | 621 | $425K |
| Dover Advisors, LLC | 0.16% | No change | 620 | $425K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Reduce -19.5% | 620 | $425K |
| Vaughan David Investments LLC | 0.01% | Reduce -1.4% | 619 | $424K |
| Hamrick Investment Counsel, llc | 0.32% | — | 619 | $424K |
| Henson-Edgewater Management, LLC | 0.25% | — | 619 | $424K |
| Lynx Investment Advisory | 0.23% | Add +0.3% | 617 | $423K |
| Alpha Financial Advisors, LLC | 0.13% | Add +10.4% | 616 | $422K |
| Iron Gate Global Advisors LLC | 0.04% | Add +47.0% | 616 | $422K |
| Invenio Wealth Partners LLC | 0.16% | No change | 614 | $421K |
| Permanens Capital L.P. | 0.05% | Add +3.4% | 614 | $421K |
| Rothschild Capital Partners, LLC | 0.10% | Reduce -36.0% | 611 | $418K |
| Old North State Wealth Management, LLC | 0.20% | Add +0.7% | 606 | $417K |
| TrustWell Financial Advisors, LLC | 0.40% | — | 608 | $416K |
| IPG Investment Advisors LLC | 0.07% | No change | 607 | $416K |
| Security Financial Services, INC. | 0.07% | Reduce -3.0% | 607 | $416K |
| McCollum Christoferson Group LLC | 0.12% | No change | 605 | $414K |
| Kearns & Associates LLC | 0.21% | Reduce -0.2% | 604 | $414K |
| Horizon Investment Services, LLC | 0.15% | No change | 603 | $414K |
| Royal Fund Management, LLC | 0.04% | Add +2.9% | 601 | $412K |
| Guardian Capital, LLC | 0.37% | — | 601 | $412K |
| Mountain Capital Investment Advisors Inc. | 0.07% | Add +23.8% | 594 | $411K |
| Community Bank of Raymore | 0.28% | No change | 600 | $411K |
| Graybill Wealth Management, LTD. | 0.12% | No change | 600 | $411K |
| Neumann Capital Management, LLC | 0.12% | No change | 600 | $411K |
| Kozak & Associates, Inc. | 0.08% | Reduce -13.9% | 589 | $411K |
| Williams & Novak, LLC | 0.31% | Reduce -0.3% | 599 | $410K |
| White Knight Strategic Wealth Advisors, LLC | 0.30% | Reduce -2.3% | 599 | $410K |
| Net Worth Advisory Group | 0.08% | New | 598 | $410K |
| Dock Street Asset Management Inc. | 0.04% | Reduce -3.7% | 598 | $410K |
| Intrust Bank NA | 0.03% | Reduce -76.1% | 598 | $410K |
| Strait & Sound Wealth Management LLC | 0.15% | Reduce -0.2% | 597 | $409K |
| Fourth Dimension Wealth, LLC | 0.15% | Add +0.3% | 595 | $408K |
| Alhambra Investment Management LLC | 0.19% | Reduce -4.3% | 595 | $408K |
| Ergawealth Advisors, Inc. | 0.19% | No change | 592 | $405K |
| Hiley Hunt Wealth Management | 0.18% | Add +0.3% | 592 | $405K |
| Buckhead Capital Management LLC | 0.15% | Add +0.3% | 592 | $405K |
| Verde Capital Management | 0.09% | Add +0.3% | 591 | $405K |
| IMPACTfolio, LLC | 0.17% | No change | 591 | $405K |
| Carson Advisory Inc. | 0.21% | Reduce -2.8% | 591 | $405K |
| Seeds Investor LLC | 0.08% | New | 589 | $404K |
| Uniting Wealth Partners, LLC | 0.12% | No change | 589 | $403K |
| Stablepoint Partners, LLC | 0.06% | Reduce -0.3% | 589 | $403K |
| Cambridge Financial Group, LLC | 0.14% | No change | 671 | $403K |
| Strategic Advisory Partners, LLC | 0.33% | — | 588 | $403K |
| Abner Herrman & Brock LLC | 0.04% | Add +6.3% | 587 | $402K |
| Fischer Financial Services, Inc. | 0.11% | No change | 586 | $401K |
| BlackDiamond Wealth Management, LLC | 0.20% | Reduce -0.7% | 575 | $401K |
| Afg Fiduciary Services Limited Partnership | 0.24% | No change | 584 | $401K |
| Brady Martz Wealth Solutions, LLC | 0.07% | Reduce -20.7% | 583 | $399K |
| Orcam Financial Group | 0.30% | Add +1.2% | 582 | $399K |
| Aventura Private Wealth, LLC | 0.14% | No change | 582 | $399K |
| Lawson Kroeker Investment Management Inc. | 0.12% | Reduce -4.9% | 582 | $399K |
| Capital Planning Advisors, LLC | 0.05% | Add +7.4% | 582 | $399K |
| Veridan Wealth LLC | 0.13% | Add +2.8% | 581 | $398K |
| Presper Financial Architects, LLC | 0.22% | Reduce -1.4% | 580 | $397K |
| Clear Trail Advisors, LLC | 0.09% | — | 580 | $397K |
| Pioneer Family Office, LLC | 0.27% | — | 579 | $397K |
| Shum Financial Group, Inc. | 0.29% | No change | 579 | $396K |
| Rolek Wealth Management LLC | 0.27% | No change | 578 | $396K |
| MilWealth Group LLC | 0.09% | No change | 578 | $396K |
| Rayburn West Financial Services LLC | 0.25% | — | 576 | $395K |
| Guardsman Private Capital Management, Inc. | 0.31% | — | 575 | $394K |
| Matthew Goff Investment Advisor, LLC | 0.07% | Reduce -3.0% | 575 | $394K |
| Cathy Pareto & Associates, Inc. | 0.27% | Reduce -0.5% | 575 | $394K |
| Wiser Advisor Group LLC | 0.45% | Reduce -0.3% | 575 | $394K |
| LRI Investments, LLC | 0.03% | Reduce -0.7% | 572 | $392K |
| Channel Wealth LLC | 0.10% | Add +9.4% | 571 | $391K |
| Split Rock Private Trading & Wealth Management, LLC | 0.31% | — | 571 | $391K |
| Define Financial, LLC | 0.22% | Add +9.8% | 570 | $390K |
| Reston Wealth Management LLC | 0.12% | New | 568 | $389K |
| Brown, Lisle/Cummings, Inc. | 0.10% | No change | 567 | $388K |
| Park Edge Advisors, LLC | 0.09% | Reduce -1.6% | 567 | $388K |
| Hillcrest Wealth Advisors - NY, LLC | 0.17% | No change | 566 | $388K |
| Morton Brown Family Wealth, LLC | 0.11% | No change | 566 | $388K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -11.3% | 566 | $388K |
| Mount Vernon Associates Inc. | 0.26% | Add +21.8% | 564 | $386K |
| Astoria Portfolio Advisors LLC. | 0.09% | Reduce -21.8% | 562 | $385K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -76.5% | 562 | $385K |
| Kaizen Financial Strategies | 0.17% | No change | 561 | $385K |
| Attessa Capital LLC | 0.21% | No change | 559 | $383K |
| Xcelsior Advisor Partners LLC | 0.19% | — | 559 | $383K |
| Aspire Growth Partners LLC | 0.27% | Add +0.4% | 558 | $382K |
| Bright Futures Wealth Management, LLC. | 0.29% | Add +8.4% | 557 | $382K |
| Rockingstone Advisors LLC | 0.17% | New | 557 | $382K |
| Richmond Brothers, Inc. | 0.24% | No change | 556 | $381K |
| Seelaus Asset Management LLC | 0.31% | Reduce -4.2% | 555 | $380K |
| Maltin Wealth Management, Inc. | 0.15% | Reduce -1.8% | 554 | $380K |
| Leisure Capital Management | 0.13% | Reduce -2.8% | 553 | $379K |
| Citizens & Northern Corp. | 0.09% | Add +7.4% | 550 | $377K |
| Hurlow Wealth Management Group, Inc. | 0.09% | Add +56.3% | 550 | $377K |
| Wilkins Investment Counsel Inc. | 0.05% | No change | 550 | $377K |
| Mill Capital Management, LLC | 0.03% | Add +120.0% | 550 | $377K |
| TCFG Wealth Management, LLC | 0.15% | Reduce -3.7% | 544 | $377K |
| Abacus Wealth Partners, LLC | 0.04% | No change | 546 | $374K |
| Primoris Wealth Advisors, LLC | 0.22% | Add +34.8% | 546 | $374K |
| Grand Wealth Management, LLC | 0.17% | Add +0.4% | 545 | $373K |
| Texas Bank & Trust Co | 0.14% | No change | 545 | $373K |
| Cambridge Capital Management, LLC | 0.17% | Reduce -1.3% | 545 | $373K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 544 | $373K |
| Duncan Williams Asset Management, LLC | 0.09% | Add +0.2% | 540 | $372K |
| New Millennium Group LLC | 0.16% | Reduce -5.9% | 542 | $372K |
| Journey Retirement Planning & Investment Management LLC | 0.08% | — | 543 | $371K |
| Richards, Merrill & Peterson, Inc. | 0.14% | Add +10.9% | 541 | $371K |
| KOM Wealth Management Group, LLC | 0.26% | Add +3.9% | 540 | $370K |
| AG Asset Advisory, LLC | 0.32% | No change | 540 | $370K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.13% | Add +2.9% | 539 | $369K |
| Matisse Capital | 0.17% | No change | 538 | $368K |
| Xena Financial Planning, LLC | 0.43% | — | 534 | $366K |
| Kellett Wealth Advisors, LLC | 0.21% | Add +40.5% | 534 | $366K |
| Noble Family Wealth, LLC | 0.08% | No change | 533 | $365K |
| Bush Investment Group, LLC | 0.20% | New | 533 | $365K |
| Financial Plan, Inc. | 0.04% | — | 533 | $365K |
| Soros Capital Management LLC | 0.10% | No change | 532 | $364K |
| Seneschal Advisors, LLC | 0.27% | No change | 530 | $363K |
| Presilium Private Wealth, LLC | 0.07% | Add +71.8% | 529 | $363K |
| Hobbs Group Advisors, LLC | 0.11% | New | 528 | $362K |
| Motiv8 Investments LLC | 0.20% | Reduce -0.2% | 528 | $361K |
| American State Bank (Iowa) | 0.17% | No change | 526 | $360K |
| Puff Wealth Management, LLC | 0.47% | Add +0.2% | 525 | $360K |
| Blue Edge Capital, LLC | 0.05% | Add +7.8% | 524 | $359K |
| Hopwood Nicholas Hunter | 0.12% | — | 524 | $359K |
| Gunderson Capital Management LLC | 0.16% | Add +59.1% | 522 | $358K |
| Mid-American Wealth Advisory Group, Inc. | 0.15% | Reduce -16.4% | 521 | $357K |
| Broadway Wealth Solutions, Inc. | 0.19% | No change | 518 | $355K |
| Verisail Partners, LLC | 0.15% | Add +32.9% | 517 | $354K |
| Synergy Asset Management, LLC | 0.04% | Reduce -63.3% | 517 | $354K |
| RHS Financial, LLC | 0.17% | Add +0.2% | 516 | $353K |
| Bell Investment Advisors, Inc | 0.06% | Reduce -13.0% | 516 | $353K |
| TriaGen Wealth Management LLC | 0.09% | No change | 515 | $353K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | New | 515 | $353K |
| Financial Alternatives, Inc | 0.20% | No change | 514 | $352K |
| Paul R. Ried Financial Group, LLC | 0.17% | New | 514 | $352K |
| Brindle & Bay Financial Advisors, LLC | 0.23% | — | 513 | $352K |
| Sloy Dahl & Holst, LLC | 0.04% | Add +0.8% | 510 | $349K |
| Stonehearth Capital Management, LLC | 0.13% | No change | 506 | $346K |
| Letson Investment Management, Inc. | 0.13% | Reduce -13.4% | 505 | $346K |
| Rosenblum Silverman Sutton S F Inc. | 0.08% | Reduce -1.9% | 505 | $346K |
| Drucker Wealth 3.0, LLC | 0.06% | Reduce -13.1% | 505 | $346K |
| Kaufman Rossin Wealth, LLC | 0.18% | No change | 504 | $345K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.12% | Add +8.6% | 504 | $345K |
| Greenline Wealth Management LLC | 0.36% | — | 504 | $345K |
| Anchor Investment Management, LLC | 0.03% | Reduce -0.2% | 502 | $344K |
| Prodigy Asset Management LLC | 0.12% | No change | 502 | $344K |
| Schulhoff & Co. Inc. | 0.14% | No change | 502 | $344K |
| McDonough Capital Management, Inc | 0.17% | Reduce -5.5% | 501 | $344K |
| Oliver Luxxe Assets LLC | 0.05% | New | 502 | $344K |
| Iams Wealth Management, LLC | 0.12% | Add +0.4% | 501 | $343K |
| Harbour Trust & Investment Management Co | 0.04% | No change | 501 | $343K |
| Allstreet Capital Advisors LLC | 0.25% | — | 500 | $343K |
| Legacy Bridge, LLC | 0.14% | No change | 500 | $342K |
| Cooke Wealth Management, LLC | 0.30% | — | 493 | $342K |
| Seros Financial, LLC | 0.20% | No change | 492 | $337K |
| Basepoint Wealth LLC | 0.20% | Add +0.2% | 490 | $336K |
| Walker Financial Services, Inc. | 0.12% | Reduce -3.7% | 490 | $336K |
| Compass Financial Group, INC | 0.05% | Add +4.9% | 490 | $336K |
| Stanich Group LLC | 0.25% | No change | 490 | $336K |
| Wisconsin Wealth Advisors, LLC | 0.33% | No change | 489 | $335K |
| Wood Tarver Financial Group, LLC | 0.09% | Reduce -10.0% | 487 | $333K |
| Financial Enhancement Group LLC | 0.04% | Add +2.1% | 483 | $332K |
| Argus Investors' Counsel, Inc. | 0.27% | Reduce -1.8% | 485 | $332K |
| Northstar Asset Management Inc. | 0.09% | No change | 485 | $332K |
| IFG Advisors, LLC | 0.06% | Add +0.2% | 485 | $332K |
| Vista Investment Partners Ii, LLC | 0.14% | New | 482 | $330K |
| Allied Investment Advisors, LLC | 0.05% | Reduce -4.0% | 482 | $330K |
| Zevin Asset Management LLC | 0.04% | New | 482 | $330K |
| Vermillion Wealth Management, Inc. | 0.14% | Add +0.4% | 482 | $330K |
| Xcel Wealth Management, LLC | 0.09% | No change | 480 | $329K |
| Rubicon Advisors, GP | 0.31% | — | 480 | $329K |
| Liberty Atlantic Advisors LLC | 0.32% | — | 478 | $327K |
| GreatBanc Trust CO | 0.23% | No change | 476 | $326K |
| Vickerman Investment Advisors, Inc. | 0.07% | New | 475 | $325K |
| Cairn Investment Group, Inc. | 0.15% | No change | 475 | $325K |
| Slocum, Gordon & Co LLP | 0.24% | No change | 474 | $325K |
| Tradewinds Capital Management, LLC | 0.07% | Add +0.4% | 474 | $325K |
| Ranch Capital Advisors Inc. | 0.12% | Reduce -4.1% | 473 | $324K |
| Clear Point Advisors Inc. | 0.25% | Add +0.4% | 472 | $323K |
| Strategic Wealth Investment Group, LLC | 0.04% | Reduce -55.3% | 471 | $323K |
| Brian Low Financial Group, LLC | 0.23% | Reduce -26.6% | 471 | $323K |
| Meredith Wealth Planning | 0.10% | No change | 469 | $321K |
| HT Partners LLC | 0.10% | No change | 468 | $321K |
| Perryman Financial Advisory Inc. | 0.05% | — | 468 | $320K |
| High Net Worth Advisory Group LLC | 0.07% | Reduce -5.7% | 467 | $320K |
| Tribridge Partners Financial LLC | 0.13% | Reduce -2.9% | 466 | $319K |
| Towne Trust Company, N.A | 0.10% | Add +2.9% | 465 | $318K |
| Intellectus Partners, LLC | 0.06% | No change | 463 | $317K |
| Rooted Wealth Advisors, Inc. | 0.09% | Reduce -0.9% | 460 | $317K |
| Natural Investments, LLC | 0.08% | New | 464 | $317K |
| Opes Wealth Management LLC | 0.05% | Add +0.2% | 462 | $316K |
| Concord Wealth Partners | 0.04% | Reduce -58.5% | 461 | $316K |
| Shotwell Rutter Baer Inc | 0.19% | No change | 456 | $316K |
| Hoey Investments, Inc. | 0.04% | No change | 460 | $315K |
| MTM Investment Management, LLC | 0.10% | Add +0.2% | 460 | $315K |
| Ciovacco Capital Management LLC | 0.16% | No change | 459 | $315K |
| Redwood Park Advisors LLC | 0.21% | Add +0.4% | 459 | $314K |
| Westco Advisory Services Inc. | 0.19% | — | 459 | $314K |
| Zinnia Wealth Advisory, LLC | 0.34% | — | 459 | $314K |
| BLVD Private Wealth, LLC | 0.27% | Add +1.6% | 459 | $314K |
| Monetary Solutions, Ltd | 0.31% | — | 456 | $312K |
| Rochester Wealth Strategies, LLC | 0.20% | No change | 455 | $312K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | Add +2.5% | 455 | $312K |
| Yardley Wealth Management LLC | 0.17% | Reduce -0.7% | 455 | $312K |
| Avity Investment Management Inc. | 0.02% | Reduce -49.5% | 454 | $311K |
| Canton Hathaway, LLC | 0.06% | No change | 453 | $310K |
| Terra Nova Asset Management LLC | 0.20% | Add +0.4% | 453 | $310K |
| Level Wealth Management LLC | 0.16% | No change | 452 | $310K |
| Tower Wealth Partners, Inc. | 0.17% | No change | 452 | $310K |
| First Wilshire Securities Management Inc. | 0.08% | No change | 452 | $310K |
| Targeted Financial Services LLC | 0.27% | — | 450 | $308K |
| Ellerson Group Inc. | 0.21% | No change | 450 | $308K |
| Fairfield, Bush & Co. | 0.16% | No change | 450 | $308K |
| Advocate Group LLC | 0.05% | No change | 450 | $308K |
| Breakwater Investment Management | 0.11% | No change | 449 | $308K |
| Intrepid Capital Management Inc. | 0.15% | Reduce -6.3% | 449 | $308K |
| Cordatus Wealth Management LLC | 0.07% | Reduce -69.1% | 447 | $306K |
| Arcadia Wealth Management, LLC | 0.11% | New | 447 | $306K |
| Shayne & Jacobs, LLC | 0.09% | Reduce -0.9% | 446 | $305K |
| CJM Wealth Advisers, Ltd. | 0.09% | Add +0.7% | 446 | $305K |
| Bernard Wealth Management Corp. | 0.12% | No change | 445 | $305K |
| Ssa Swiss Advisors AG | 0.14% | No change | 445 | $305K |
| Eagle Wealth Advisors LLC | 0.26% | — | 444 | $304K |
| Citrine Capital LLC | 0.14% | No change | 442 | $303K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 442 | $303K |
| Carnegie Lake Advisors LLC | 0.12% | No change | 442 | $303K |
| SevenBridge Financial Group, LLC | 0.05% | Reduce -2.0% | 433 | $301K |
| Three Cord True Wealth Management, LLC | 0.17% | Add +3.3% | 439 | $301K |
| Catalyst Investment Management LLC | 0.28% | — | 437 | $299K |
| Serenity Investment Advisors | 0.17% | — | 431 | $299K |
| Heritage Wealth Management, Inc. | 0.19% | No change | 436 | $299K |
| Sicart Associates LLC | 0.08% | No change | 436 | $299K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.28% | — | 435 | $298K |
| Scientech Research LLC | 0.19% | New | 435 | $298K |
| Pacific Sage Partners, LLC | 0.05% | No change | 433 | $297K |
| Delos Wealth Advisors, LLC | 0.20% | Reduce -9.6% | 432 | $296K |
| Sunpointe, LLC | 0.10% | No change | 432 | $296K |
| Financial Freedom, LLC | 0.15% | Add +95.0% | 431 | $295K |
| Bristol Gate Capital Partners Inc. | 0.02% | New | 429 | $294K |
| Cascade Investment Advisors, Inc. | 0.17% | Reduce -5.5% | 429 | $294K |
| Graham Capital Wealth Management, LLC | 0.27% | No change | 428 | $293K |
| Calder Financial LLC | 0.29% | — | 428 | $293K |
| Main Management LLC | 0.02% | Add +16.3% | 428 | $293K |
| Myecfo, LLC | 0.12% | No change | 428 | $293K |
| Empire Financial Management Company, LLC | 0.06% | No change | 427 | $292K |
| LFG Wealth Partners, LLC | 0.19% | — | 427 | $292K |
| Accredited Investor Services, LLC | 0.19% | No change | 426 | $292K |
| First Citizens Financial Corp | 0.14% | Reduce -0.9% | 426 | $292K |
| New Wave Wealth Advisors LLC | 0.11% | New | 425 | $291K |
| White & Co Financial Planning Inc | 0.22% | No change | 424 | $290K |
| Bellecapital International Ltd. | 0.05% | No change | 421 | $288K |
| Peak Wealth Management LLC | 0.24% | — | 420 | $288K |
| Providence First Trust Co | 0.10% | No change | 420 | $288K |
| CarsonAllaria Wealth Management, Ltd. | 0.14% | Reduce -0.5% | 420 | $287K |
| Crumly & Associates Inc. | 0.06% | Add +0.2% | 418 | $287K |
| Rwwm, Inc. | 0.02% | New | 418 | $286K |
| Marmo Financial Group, LLC | 0.14% | Add +0.5% | 417 | $286K |
| Richardson Financial Services Inc. | 0.09% | Reduce -75.1% | 677 | $286K |
| Three Arch Wealth Management LLC | 0.05% | — | 417 | $286K |
| Xxi Wealth, LLC | 0.17% | — | 417 | $286K |
| Armstrong Henry H Associates Inc. | 0.03% | Reduce -18.6% | 417 | $286K |
| Foronjy Financial LLC | 0.12% | Reduce -0.2% | 415 | $284K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.08% | No change | 415 | $284K |
| Nicholson Meyer Capital Management, Inc. | 0.21% | Reduce -47.1% | 415 | $284K |
| Reliant Wealth Planning | 0.09% | Reduce -1.4% | 414 | $284K |
| Schwallier Wealth Management LLC | 0.18% | Add +0.5% | 408 | $283K |
| Columbia River Financial Group, LLC | 0.17% | No change | 413 | $283K |
| B & T Capital Management DBA Alpha Capital Management | 0.04% | No change | 412 | $282K |
| Retirement Solution LLC | 0.06% | New | 411 | $281K |
| Sivia Capital Partners, LLC | 0.06% | No change | 410 | $281K |
| Financial Sense Advisors, Inc. | 0.06% | No change | 409 | $280K |
| Ankerstar Wealth, LLC | 0.28% | — | 409 | $280K |
| TKG Advisors, LLC | 0.11% | Add +28.3% | 408 | $279K |
| Darwin Wealth Management, LLC | 0.09% | Reduce -51.4% | 407 | $279K |
| Cedar Point Capital Partners, LLC | 0.18% | Reduce -9.8% | 407 | $279K |
| Griffith & Werner, Inc. | 0.14% | Add +0.3% | 405 | $277K |
| Reliant Investment Partners, LLC | 0.22% | Reduce -40.5% | 404 | $277K |
| Midwest Financial Group LLC | 0.12% | No change | 403 | $276K |
| Z3 Capital Partners, LLC | 0.07% | — | 403 | $276K |
| ShoreHaven Wealth Partners, LLC | 0.10% | Reduce -1.9% | 403 | $276K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Add +0.5% | 403 | $276K |
| WorthPointe, LLC | 0.07% | Reduce -44.7% | 402 | $275K |
| Aull & Monroe Investment Management Corp | 0.14% | No change | 400 | $274K |
| One Plus One Wealth Management, LLC | 0.13% | No change | 400 | $274K |
| Eaton-Cambridge Inc. | 0.09% | Reduce -2.2% | 399 | $273K |
| Provident Wealth Management, LLC | 0.08% | No change | 399 | $273K |
| United Financial Planning Group LLC | 0.16% | Reduce -27.7% | 396 | $272K |
| Riverview Capital Advisers, LLC | 0.08% | No change | 396 | $271K |
| Robinson Smith Wealth Advisors LLC | 0.18% | Reduce -2.7% | 396 | $271K |
| Adamsbrown Wealth Consultants LLC | 0.08% | Reduce -1.3% | 395 | $271K |
| Echo45 Advisors LLC | 0.15% | No change | 395 | $271K |
| Seamount Financial Group Inc. | 0.12% | Add +0.3% | 394 | $270K |
| Stordahl Capital Management, Inc. | 0.06% | No change | 392 | $268K |
| Probity Advisors, Inc. | 0.04% | Reduce -11.3% | 392 | $268K |
| Global Trust Wealth Management LLC | 0.20% | — | 391 | $268K |
| Financial Harvest, LLC | 0.17% | Reduce -5.3% | 391 | $268K |
| Centerline Wealth Advisors, LLC | 0.10% | New | 390 | $267K |
| Planning Directions Inc. | 0.13% | Reduce -30.3% | 389 | $267K |
| Horizon Advisory Services, Inc. | 0.13% | No change | 388 | $266K |
| Inlet Private Wealth, LLC | 0.06% | Reduce -1.3% | 388 | $266K |
| Prosperitas Financial LLC | 0.10% | Add +3.2% | 387 | $265K |
| Thryve Wealth Management LLC | 0.13% | — | 387 | $265K |
| Hidden Cove Wealth Management, LLC | 0.17% | No change | 387 | $265K |
| 626 Financial, LLC | 0.11% | No change | 387 | $265K |
| Pine Harbor Wealth Management, LLC | 0.08% | New | 387 | $265K |
| Dumont & Blake Investment Advisors LLC | 0.06% | Add +0.3% | 387 | $265K |
| Partners Wealth Management, LLC | 0.28% | Reduce -1.3% | 387 | $265K |
| ForthRight Wealth Management, LLC | 0.08% | Reduce -7.2% | 386 | $264K |
| Bannerstone Capital Management, LLC | 0.25% | — | 385 | $264K |
| Advisors Management Group Inc. | 0.05% | No change | 386 | $264K |
| Clark Wealth Partners | 0.16% | No change | 385 | $264K |
| Financial Management, Inc. | 0.25% | — | 385 | $263K |
| Manchester Financial Inc. | 0.05% | Reduce -11.7% | 384 | $263K |
| Tortuga Wealth Management, Inc | 0.28% | — | 382 | $262K |
| Merrion Investment Management Co, LLC | 0.14% | No change | 382 | $262K |
| Dupree Financial Group, LLC | 0.09% | Add +3.3% | 380 | $260K |
| Disciplined Investors, L.L.C. | 0.17% | New | 380 | $260K |
| RFG Holdings, Inc. | 0.07% | Reduce -4.0% | 380 | $260K |
| Thompson Davis & Co., Inc. | 0.16% | Add +0.3% | 380 | $260K |
| Wealth Analytics Partners, LLC | 0.10% | — | 378 | $259K |
| Altrius Capital Management Inc | 0.05% | No change | 378 | $259K |
| 4WEALTH Advisors, Inc. | 0.22% | No change | 377 | $259K |
| Mach-1 Financial Group, LLC | 0.05% | Reduce -97.4% | 376 | $258K |
| Guardian Wealth Advisors, LLC | 0.15% | Reduce -29.7% | 376 | $258K |
| Strategic Advocates LLC | 0.07% | Add +11.0% | 373 | $257K |
| United Asset Strategies, Inc. | 0.02% | Add +10.0% | 375 | $257K |
| Morgan Dempsey Capital Management LLC | 0.13% | No change | 375 | $257K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 375 | $257K |
| Ironvine Capital Partners, LLC | 0.03% | Add +1.6% | 374 | $256K |
| Blue Chip Partners, LLC | 0.02% | Add +14.0% | 374 | $256K |
| Capstone Wealth Management Group LLC | 0.15% | Add +19.6% | 373 | $256K |
| Towerpoint Wealth, LLC | 0.10% | Add +13.8% | 372 | $255K |
| AJ Advisors, LLC | 0.09% | Add +0.5% | 371 | $254K |
| Smith Partners Wealth Management, LLC | 0.23% | — | 370 | $253K |
| First Fiduciary Investment Counsel, Inc. | 0.05% | Reduce -0.5% | 369 | $253K |
| Abbot Financial Management, Inc. | 0.10% | No change | 368 | $252K |
| Heritage Investors Management Corp. | 0.01% | Reduce -9.7% | 365 | $250K |
| Prosperity Advisers, LLC | 0.21% | — | 363 | $249K |
| Westend Capital Management, LLC | 0.07% | No change | 363 | $249K |
| Ridgeline Wealth, LLC | 0.17% | No change | 363 | $248K |
| Opinicus Capital, Inc. | 0.17% | No change | 362 | $248K |
| Luminvest Wealth Management LLC | 0.07% | No change | 362 | $248K |
| LaFleur & Godfrey LLC | 0.03% | No change | 362 | $248K |
| Aft, Forsyth & Company, Inc. | 0.11% | Add +0.6% | 361 | $247K |
| Wallace Capital Management Inc. | 0.03% | Reduce -2.2% | 360 | $247K |
| Redwood Family Wealth LLC | 0.24% | — | 360 | $247K |
| apricus wealth, LLC | 0.13% | Reduce -53.9% | 360 | $247K |
| RPg Family Wealth Advisory, LLC | 0.05% | Reduce -33.3% | 359 | $246K |
| Plotkin Financial Advisors, LLC | 0.12% | No change | 359 | $246K |
| Professional Financial Advisors, LLC | 0.05% | No change | 358 | $245K |
| Graney & King, LLC | 0.14% | Reduce -9.8% | 358 | $245K |
| Shelton Wealth Management, LLC | 0.11% | No change | 357 | $245K |
| United Wealth Management, LLC | 0.06% | No change | 356 | $244K |
| Marotta Asset Management | 0.05% | Reduce -37.6% | 356 | $244K |
| Portus Wealth Advisors, LLC | 0.23% | Reduce -13.0% | 355 | $243K |
| Fidelity D & D Bancorp Inc. | 0.10% | No change | 354 | $242K |
| Farnam Financial LLC | 0.18% | Reduce -3.8% | 354 | $242K |
| IF Advisors, LLC | 0.20% | — | 353 | $242K |
| NDVR, Inc. | 0.20% | No change | 352 | $241K |
| Wealthstar Advisors, LLC | 0.13% | Reduce -66.7% | 351 | $240K |
| Braun-Bostich & Associates Inc. | 0.15% | Reduce -7.4% | 350 | $240K |
| Blue Square Asset Management, LLC | 0.11% | No change | 350 | $240K |
| Darden Wealth Group Inc | 0.12% | Reduce -7.4% | 349 | $239K |
| Phoenix Financial Ltd. | 0.00% | No change | 349 | $239K |
| McGrath & Associates, Inc. | 0.34% | Add +4.8% | 346 | $237K |
| Legacy Capital Group California, Inc. | 0.06% | No change | 346 | $237K |
| Two Sigma Securities, LLC | 0.03% | Reduce -76.5% | 346 | $237K |
| Brown Financial Advisors | 0.09% | Add +1.5% | 345 | $236K |
| Columbia Advisory Partners LLC | 0.16% | No change | 344 | $236K |
| Independent Wealth Advisors LLC | 0.25% | — | 344 | $236K |
| Bridgewealth Advisory Group, LLC | 0.05% | Add +4.6% | 343 | $235K |
| Vienna Asset Management LLC | 0.13% | Add +0.3% | 343 | $235K |
| Key Capital Management, INC | 0.23% | — | 342 | $234K |
| Moseley Investment Management Inc. | 0.07% | No change | 341 | $234K |
| Concentrum Wealth Management | 0.07% | Reduce -1.7% | 341 | $234K |
| Stark Wealth Management LLC | 0.87% | New | 338 | $232K |
| Byrne Asset Management LLC | 0.13% | No change | 338 | $232K |
| Vannoy Advisory Group, Inc. | 0.15% | No change | 336 | $230K |
| Quantum Financial Planning Services, Inc. | 0.08% | Add +0.3% | 336 | $230K |
| Nicholson Wealth Management Group, LLC | 0.13% | No change | 335 | $229K |
| Core Alternative Capital | 0.06% | Reduce -16.3% | 335 | $229K |
| Spectrum Planning & Advisory Services Inc. | 0.12% | Reduce -1.5% | 334 | $229K |
| Paragon Private Wealth Management, LLC | 0.07% | Add +3.4% | 334 | $229K |
| Ferguson Shapiro LLC | 0.07% | No change | 334 | $229K |
| Gordian Advisors LLC | 0.15% | No change | 333 | $228K |
| Northwest Capital Management Inc | 0.99% | Reduce -88.0% | 333 | $228K |
| Expressive Wealth LLC | 0.25% | — | 333 | $228K |
| Bank & Trust Co | 0.16% | New | 333 | $228K |
| Capital Wealth Management, LLC | 0.07% | New | 332 | $227K |
| Wynn Capital, LLC | 0.11% | No change | 331 | $227K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.04% | Reduce -19.9% | 331 | $227K |
| Tiller Private Wealth, Inc. | 0.08% | Reduce -1.8% | 330 | $226K |
| Financial Connections Group, Inc. | 0.08% | No change | 331 | $226K |
| McGowan Group Asset Management, Inc. | 0.03% | No change | 329 | $225K |
| Cooper Capital Advisors LLC | 0.14% | No change | 329 | $225K |
| Pinkerton Wealth, LLC | 0.02% | New | 329 | $225K |
| Jacobs & Co. | 0.02% | No change | 329 | $225K |
| Tevis Investment Management | 0.14% | No change | 336 | $225K |
| Nautilus Advisors LLC | 0.15% | No change | 327 | $224K |
| Nichols & Pratt Advisers LLP | 0.01% | Reduce -13.3% | 327 | $224K |
| Nova Wealth Management, Inc. | 0.15% | No change | 326 | $223K |
| Riggs Asset Managment Co. Inc. | 0.04% | No change | 326 | $223K |
| Clarus Group, Inc. | 0.08% | New | 325 | $223K |
| IVC Wealth Advisors LLC | 0.10% | New | 325 | $223K |
| Beacon Harbor Wealth Advisors, Inc. | 0.05% | Add +0.3% | 325 | $223K |
| Mattern Capital Management, LLC | 0.03% | Add +0.6% | 324 | $222K |
| Yousif Capital Management, LLC | 0.00% | No change | 325 | $221K |
| Stephens Consulting, LLC | 0.07% | Add +3.9% | 322 | $221K |
| CWC Advisors, LLC. | 0.11% | Reduce -7.2% | 322 | $221K |
| KTF Investments, LLC | 0.04% | — | 321 | $220K |
| Tandem Financial, LLC | 0.27% | Reduce -99.5% | 374 | $220K |
| Murphy & Mullick Capital Management Corp | 0.16% | No change | 321 | $220K |
| Oxbow Advisors, LLC | 0.02% | Reduce -23.8% | 321 | $220K |
| Altura Wealth Advisors Inc. | 0.09% | Add +0.9% | 320 | $219K |
| MayTech Global Investments, LLC | 0.02% | Add +0.3% | 320 | $219K |
| Valpey Financial Services, LLC | 0.14% | Add +2.2% | 320 | $219K |
| Turim 21 Investimentos Ltda. | 0.08% | New | 320 | $219K |
| Schiavi & Co LLC | 0.07% | No change | 320 | $219K |
| Causey Wealth LLC | 0.10% | New | 319 | $218K |
| FLP Wealth Management, LLC | 0.52% | New | 318 | $218K |
| OneAscent Wealth Management LLC | 0.07% | Add +3.3% | 318 | $218K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.20% | Reduce -8.9% | 317 | $217K |
| Flagship Capital Management Inc. | 0.15% | — | 316 | $216K |
| Victrix Investment Advisors | 0.08% | New | 316 | $216K |
| Base Wealth Management LLC | 0.12% | Add +0.6% | 316 | $216K |
| SS&H Financial Advisors, Inc. | 0.06% | Reduce -36.7% | 316 | $216K |
| Widmann Financial Services, Inc. | 0.13% | New | 313 | $214K |
| Clifford Group, LLC | 0.17% | New | 312 | $214K |
| Wolff Financial Management LLC | 0.05% | No change | 312 | $214K |
| Shira Ridge Wealth Management | 0.09% | Reduce -27.8% | 311 | $213K |
| Burk Holdings LLC | 0.10% | New | 310 | $212K |
| Quarry Hill Advisors, LLC | 0.10% | No change | 308 | $211K |
| Plus Group Wealth Advisors LLC | 0.23% | — | 308 | $211K |
| Oath Planning, LLC | 0.21% | — | 308 | $211K |
| Sherman Wealth Management LLC | 0.18% | — | 307 | $210K |
| Bravias Capital Group, LLC | 0.13% | No change | 306 | $210K |
| APS Management Group, Inc. | 0.18% | Reduce -6.2% | 304 | $208K |
| MontVue Capital Management, Inc. | 0.14% | No change | 304 | $208K |
| Hilton Head Capital Partners, LLC | 0.12% | — | 304 | $208K |
| Blue Sky Capital Consultants Group, Inc. | 0.09% | New | 304 | $208K |
| Cherrydale Wealth Management, LLC | 0.06% | No change | 304 | $208K |
| Christine Messmer PC | 0.14% | — | 304 | $208K |
| Marquette Associates, Inc. | 0.27% | Reduce -93.6% | 303 | $208K |
| Prism Advisors, Inc. | 0.06% | No change | 302 | $207K |
| Evergreen Private Wealth LLC | 0.08% | No change | 301 | $206K |
| Paradigm Capital Management, LLC | 0.19% | No change | 301 | $206K |
| Rise Advisors, LLC | 0.07% | Reduce -18.2% | 301 | $206K |
| DiPaolo Financial Group, Inc. | 0.22% | — | 300 | $205K |
| Capstone Capital LLC | 0.13% | Reduce -2.3% | 300 | $205K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.14% | New | 294 | $204K |
| rebel Financial LLC | 0.09% | Add +0.0% | 298 | $204K |
| Powell Investment Advisors, LLC | 0.07% | No change | 298 | $204K |
| Cottage Street Advisors LLC | 0.09% | New | 297 | $204K |
| DB&C Advisors, LLC | 0.26% | — | 297 | $204K |
| Claris Financial LLC | 0.11% | Reduce -21.4% | 297 | $203K |
| Websterrogers Financial Advisors, LLC | 0.06% | Reduce -5.4% | 296 | $203K |
| Three Bridge Wealth Advisors, LLC | 0.05% | New | 296 | $203K |
| Penobscot Wealth Management | 0.06% | New | 294 | $201K |
| Winning Points Advisors, LLC | 0.21% | — | 294 | $201K |
| Networth Advisors, LLC | 0.15% | — | 292 | $200K |
| Anfield Capital Management, LLC | 0.06% | No change | 292 | $200K |
| Capital Investment Counsel, Inc | 0.02% | New | 290 | $199K |
| Bellevue Asset Management, LLC | 0.06% | Add +0.3% | 286 | $196K |
| Covestor Ltd | 0.10% | Add +13.0% | 286 | $196K |
| Millstone Evans Group, LLC | 0.11% | No change | 274 | $188K |
| Tripletail Wealth Management, LLC | 0.24% | Reduce -79.1% | 273 | $187K |
| Perkins Coie Trust Co | 0.03% | No change | 273 | $187K |
| Hanson & Doremus Investment Management | 0.02% | Reduce -74.8% | 272 | $186K |
| Kentucky Trust Co | 0.10% | No change | 270 | $185K |
| Cedar Mountain Advisors, LLC | 0.04% | Add +0.4% | 268 | $184K |
| Pin Oak Investment Advisors Inc. | 0.13% | Reduce -57.5% | 262 | $182K |
| LFA - Lugano Financial Advisors SA | 0.09% | No change | 257 | $176K |
| Wolff Wiese Magana LLC | 0.09% | No change | 251 | $172K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.13% | — | 247 | $169K |
| RHL Group, LLC | 0.13% | — | 245 | $168K |
| Weaver Capital Management LLC | 0.04% | No change | 243 | $166K |
| Friedenthal Financial | 0.09% | Reduce -27.8% | 242 | $166K |
| Insight Inv LLC | 0.09% | Add +20.9% | 237 | $162K |
| Urban Financial Advisory Corp | 0.06% | New | 236 | $162K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +3.1% | 234 | $161K |
| ROSS\JOHNSON & Associates LLC | 2.97% | No change | 233 | $160K |
| Morse Asset Management, Inc | 0.03% | Reduce -4.2% | 230 | $158K |
| Wellington-Altus USA Inc. | 0.12% | — | 229 | $157K |
| Arjuna Capital | 0.04% | Reduce -6.3% | 223 | $153K |
| IFC & Insurance Marketing, Inc. | 0.15% | — | 214 | $147K |
| Ransom Advisory, Ltd | 0.06% | New | 209 | $143K |
| Costello Asset Management, INC | 0.04% | No change | 199 | $136K |
| CDKV Holdings LLC | 0.11% | — | 196 | $134K |
| Kingdom Financial Group LLC. | 0.04% | New | 194 | $133K |
| MPWM Advisory Solutions, LLC | 0.07% | Add +0.5% | 192 | $131K |
| Prudent Man Investment Management, Inc. | 0.04% | No change | 191 | $131K |
| Garton & Associates Financial Advisors LLC | 0.07% | — | 188 | $129K |
| North Ridge Wealth Advisors, Inc. | 0.07% | Reduce -58.2% | 180 | $123K |
| 1922 Investment Co LLC | 3.66% | New | 178 | $122K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.04% | Add +24.5% | 178 | $122K |
| Investors Portfolio Services LLC | 0.11% | — | 175 | $120K |
| Topsail Wealth Management, LLC | 0.02% | No change | 174 | $119K |
| Elevate Wealth Advisory, Inc. | 0.08% | No change | 171 | $117K |
| Heartland Advisors Inc. | 0.01% | No change | 169 | $116K |
| Gables Capital Management Inc. | 0.05% | Add +950.0% | 168 | $115K |
| Alexis Investment Partners, LLC | 0.04% | No change | 166 | $114K |
| Compass Financial Services Inc | 0.05% | Reduce -25.0% | 165 | $113K |
| Camelot Portfolios, LLC | 0.07% | New | 162 | $111K |
| Game Plan Financial Advisors, LLC | 0.05% | Reduce -3.0% | 161 | $110K |
| Robinswood Financial LLC | 0.04% | Reduce -4.2% | 160 | $110K |
| Private Wealth Management Group, LLC | 0.03% | No change | 154 | $105K |
| Quaker Wealth Management, LLC | 0.03% | Reduce -15.8% | 149 | $102K |
| Kopp Family Office, LLC | 0.06% | Reduce -7.5% | 147 | $101K |
| Benson Wealth Management INC | 0.11% | — | 146 | $100K |
| WestEnd Advisors, LLC | 0.00% | Add +47.9% | 142 | $97K |
| Aviso Financial Inc. | 0.00% | No change | 140 | $96K |
| Your Advocates Ltd., LLP | 0.03% | Reduce -74.8% | 144 | $95K |
| Wealth Preservation Advisors, LLC | 0.05% | No change | 135 | $92K |
| Go Invest LLC | 0.03% | — | 135 | $92K |
| Missouri Trust & Investment Co | 0.03% | No change | 133 | $91K |
| Strategic Investment Management, LLC | 0.05% | No change | 132 | $90K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -24.3% | 131 | $90K |
| Adirondack Trust Co. | 0.03% | No change | 131 | $90K |
| Creative Capital Management Investments LLC | 0.03% | No change | 129 | $88K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -79.6% | 125 | $86K |
| Conquis Financial LLC | 0.07% | No change | 123 | $84K |
| NorthAvenue LLC | 0.07% | — | 122 | $84K |
| Bullseye Investment Management, LLC | 0.04% | New | 121 | $83K |
| Albion Financial Group | 0.01% | Reduce -61.3% | 118 | $81K |
| Rice Partnership, LLC | 0.01% | Reduce -23.3% | 112 | $77K |
| Hartford Financial Management Inc. | 0.02% | Add +0.9% | 108 | $74K |
| Affinity Wealth LLC | 0.05% | Add +72.1% | 105 | $72K |
| Legal & General Group Plc | 0.00% | Reduce -25.0% | 105 | $72K |
| Bullock Wealth Management Group | 0.03% | — | 104 | $71K |
| BankChampaign, National Association | 0.07% | — | 1,419 | $71K |
| Modus Advisors, LLC | 0.02% | New | 104 | $71K |
| Thompson Investment Management, Inc. | 0.01% | Add +7.3% | 103 | $71K |
| Blume Capital Management, Inc. | 0.01% | No change | 100 | $68K |
| Evolution Advisers, Inc. | 0.03% | No change | 100 | $68K |
| Hager Investment Management Services, LLC | 0.04% | No change | 99 | $68K |
| Smallwood Wealth Investment Management, LLC | 0.04% | Reduce -59.2% | 97 | $67K |
| Ulland Investment Advisors, LLC | 0.05% | Reduce -4.8% | 98 | $67K |
| Inlight Wealth Management, LLC | 0.02% | No change | 97 | $66K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 95 | $65K |
| Rakuten Securities, Inc. | 0.02% | Reduce -45.4% | 95 | $65K |
| Knuff & Co LLC | 0.02% | No change | 95 | $65K |
| Horizon Bancorp Inc. | 0.03% | No change | 94 | $64K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 94 | $64K |
| Chesapeake Asset Management LLC | 0.05% | No change | 91 | $62K |
| Maryland Capital Advisors Inc. | 0.02% | Add +681.8% | 86 | $59K |
| Dorato Capital Management | 0.04% | — | 80 | $55K |
| Eq Wealth Advisors, LLC | 0.03% | New | 81 | $55K |
| Arbor Wealth Management LLC\AZ | 0.04% | — | 78 | $53K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 78 | $53K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -40.0% | 75 | $51K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 67 | $46K |
| Park Square Financial Group, LLC | 0.27% | Reduce -51.0% | 77 | $45K |
| Prosperity Bancshares Inc | 0.04% | — | 64 | $44K |
| Duncker Streett & Co. Inc. | 0.01% | Reduce -89.3% | 63 | $43K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 62 | $42K |
| Eukles Asset Management | 0.02% | No change | 59 | $40K |
| Palouse Capital Management, Inc. | 0.03% | New | 56 | $38K |
| Sittner & Nelson, LLC | 0.01% | Reduce -3.5% | 55 | $38K |
| Estate Planners Group, LLC | 0.02% | — | 56 | $38K |
| Cheviot Value Management, LLC | 0.00% | Add +15.2% | 53 | $37K |
| Kennebec Savings Bank | 0.03% | Reduce -21.7% | 54 | $37K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -81.2% | 54 | $37K |
| Nvwm, LLC | 0.01% | Add +26.8% | 52 | $36K |
| Pflug Koory, LLC | 0.02% | No change | 48 | $33K |
| Marquette Asset Management, LLC | 0.00% | Reduce -9.6% | 47 | $32K |
| GS Investments, Inc. | 0.02% | Add +83.3% | 44 | $30K |
| Tower View Wealth Management LLC | 0.01% | Reduce -29.0% | 44 | $30K |
| Decker Retirement Planning Inc. | 0.01% | New | 42 | $29K |
| 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% | Reduce -2.7% | 36 | $25K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -80.0% | 36 | $24K |
| Battery Global Advisors, LLC | 0.01% | Reduce -49.6% | 264 | $24K |
| Entrust Financial LLC | 0.02% | — | 33 | $23K |
| Garner Asset Management Corp | 0.01% | New | 33 | $23K |
| Sawyer & Company, Inc | 0.01% | No change | 32 | $22K |
| Daytona Street Capital LLC | 0.02% | — | 30 | $21K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 28 | $19K |
| 10Elms LLP | 0.02% | No change | 26 | $18K |
| Turning Point Benefit Group, Inc. | 0.01% | New | 26 | $18K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 24 | $16K |
| WealthCollab, LLC | 0.01% | No change | 24 | $16K |
| McGuire Capital Advisors Inc. | 0.01% | — | 23 | $16K |
| Osbon Capital Management LLC | 0.01% | — | 22 | $15K |
| 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 |
| Imprint Wealth LLC | 0.05% | Reduce -72.4% | 16 | $11K |
| Nvest Wealth Strategies, Inc. | 0.01% | — | 14 | $10K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 13 | $9K |
| Vision Financial Markets LLC | 0.01% | No change | 11 | $7K |
| West Financial Advisors, LLC | 0.00% | New | 10 | $7K |
| Spurstone Advisory Services, LLC | 0.06% | No change | 6 | $4K |
| LM Advisors LLC | 0.01% | Reduce -31.5% | 1,874 | $3K |
| Ball & Co Wealth Management Inc. | 0.00% | No change | 3 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 2 | $1K |
| Chelsea Counsel Co. | 0.00% | No change | 1 | $685 |
| Cresta Advisors, Ltd. | 0.00% | New | 1 | $685 |
"% 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.