iShares Core S&P 500 ETFIVVETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 4,007 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, down 14 from Q4 2025. 107 opened new positions and 123 sold out. The largest holders were BlackRock, Inc. ($56.1B), Northwestern Mutual Wealth Management Co. ($22.6B) and Envestnet Asset Management Inc. ($21.5B). 8 famous investors held it, including Ray Dalio (7.8% of Bridgewater Associates's portfolio), Israel Englander (6.7% of Millennium Management's portfolio) and Ken Griffin (1.9% of Citadel Advisors's portfolio).
- Company
- iShares Core S&P 500 ETF
- CUSIP
- 464287200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $1.3B |
| Exits | 123 | $7.8B |
All 13F filers, Q4 2025 → Q1 2026: 75,983,469 shares bought and 81,587,326 shares sold, net −5,603,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4,007 holders
| BlackRock, Inc. | 0.99% | Add +6.6% | 85,931,325 | $56.1B |
| Northwestern Mutual Wealth Management Co. | 13.91% | Add +2.3% | 34,597,700 | $22.6B |
| Envestnet Asset Management Inc. | 5.76% | Add +25.1% | 32,959,643 | $21.5B |
| Marshall Wace, LLP | 18.53% | Reduce -19.0% | 26,281,933 | $17.2B |
| Creative Planning | 10.64% | Add +4.5% | 24,018,496 | $15.7B |
| Morgan Stanley | 0.92% | Reduce -2.7% | 23,381,866 | $15.3B |
| JPMorgan Chase & Co. | 1.02% | Add +112.4% | 23,561,821 | $15.0B |
| Bank of America Corp. | 0.96% | Reduce -7.5% | 20,079,104 | $13.1B |
| Wells Fargo & Company | 2.56% | Add +3.9% | 19,577,152 | $12.8B |
| Jones Financial Companies LLLP | 5.79% | Add +3.1% | 18,924,918 | $12.1B |
| Royal Bank of Canada | 2.27% | Reduce -35.7% | 18,294,669 | $12.0B |
| Nisa Investment Advisors, LLC | 38.93% | Reduce -4.1% | 16,114,884 | $10.5B |
| PNC Financial Services Group, Inc. | 5.91% | Reduce -0.5% | 15,679,384 | $10.2B |
| Goldman Sachs Group Inc. | 1.16% | Reduce -2.0% | 13,515,592 | $8.8B |
| Bank of New York Mellon Corp | 1.60% | Reduce -0.9% | 13,359,615 | $8.7B |
| Millennium Management | 6.65% | Reduce -10.4% | 12,985,806 | $8.5B |
| Squarepoint Ops LLC | 17.16% | Add +16.1% | 12,162,948 | $7.9B |
| LPL Financial LLC | 2.01% | Add +10.5% | 11,586,990 | $7.6B |
| Northern Trust Corp. | 0.80% | Add +0.4% | 9,280,154 | $6.1B |
| Capula Management Ltd | 52.23% | Add +1374.6% | 9,094,984 | $5.9B |
| First Command Advisory Services, Inc. | 38.42% | Reduce -6.1% | 8,732,982 | $5.7B |
| Prudential Financial Inc. | 6.35% | Add +3.2% | 7,890,999 | $5.2B |
| Truist Financial Corp. | 6.16% | Reduce -0.3% | 6,988,930 | $4.6B |
| Ameriprise Financial Inc. | 0.95% | Reduce -20.4% | 6,277,407 | $4.1B |
| FMR LLC | 0.21% | Add +0.0% | 6,025,941 | $3.9B |
| US Bancorp \de | 4.62% | Add +1.6% | 5,820,684 | $3.8B |
| Alberta Investment Management Corp | 26.03% | Reduce -17.1% | 5,805,305 | $3.8B |
| Alliancebernstein L.P. | 1.18% | Add +1.3% | 5,328,032 | $3.6B |
| Walleye Capital LLC | 23.95% | Reduce -17.2% | 5,477,415 | $3.6B |
| Mariner, LLC | 4.17% | Add +0.8% | 5,473,014 | $3.6B |
| UBS Group AG | 0.54% | Add +44.1% | 4,681,918 | $3.1B |
| Raymond James Financial Inc. | 0.92% | Add +4.2% | 4,551,199 | $3.0B |
| Wealth Enhancement Advisory Services, LLC | 6.48% | Reduce -31.4% | 4,483,729 | $2.9B |
| Captrust Financial Advisors | 4.92% | Add +5.0% | 4,301,507 | $2.8B |
| Cetera Investment Advisers | 2.96% | Add +5.3% | 4,260,894 | $2.8B |
| Corient Private Wealth LP | 3.95% | Add +12.6% | 4,565,910 | $2.8B |
| Alyeska Investment Group, L.P. | 7.81% | Reduce -32.6% | 4,222,195 | $2.8B |
| National Pension Service | 2.04% | No change | 4,119,355 | $2.7B |
| Citadel Advisors | 1.91% | Add +5363.9% | 4,060,750 | $2.7B |
| Korea Investment CORP | 5.43% | Add +10.1% | 4,015,958 | $2.6B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 18.02% | No change | 3,581,847 | $2.3B |
| Asset Management One Co., Ltd. | 6.21% | Reduce -0.3% | 3,225,810 | $2.1B |
| Michael & Susan Dell Foundation | 73.08% | No change | 3,187,927 | $2.1B |
| HighTower Advisors, LLC | 2.21% | Add +18.4% | 3,184,798 | $2.1B |
| Keybank National Association | 7.59% | Add +1.0% | 3,182,076 | $2.1B |
| USS Investment Management Ltd | 8.41% | Add +711.2% | 3,033,549 | $2.0B |
| Kedalion Capital Management LLP | 59.13% | Add +4.9% | 3,031,500 | $2.0B |
| Potomac Fund Management Inc. | 68.45% | Add +196476.1% | 3,015,478 | $2.0B |
| California State Teachers Retirement System | 2.04% | Reduce -0.1% | 2,956,300 | $1.9B |
| Schonfeld Strategic Advisors LLC | 15.44% | Reduce -64.7% | 2,885,532 | $1.9B |
| Fifth Third Bancorp | 3.38% | Add +66.2% | 2,829,481 | $1.8B |
| Bank of Montreal | 0.74% | Reduce -0.1% | 2,750,861 | $1.8B |
| Bridgewater Associates | 7.81% | Reduce -36.0% | 2,679,084 | $1.8B |
| Wealthspire Advisors, LLC | 13.70% | Add +0.2% | 2,669,963 | $1.7B |
| Cerity Partners LLC | 2.47% | Add +4.5% | 2,661,628 | $1.7B |
| Healthcare of Ontario Pension Plan Trust Fund | 2.88% | Reduce -0.1% | 2,646,824 | $1.7B |
| Commonwealth Equity Services, LLC | 2.41% | Reduce -3.2% | 2,640,321 | $1.7B |
| Choate Investment Advisors | 32.94% | Add +5.5% | 2,576,994 | $1.7B |
| Principal Financial Group Inc. | 0.86% | Add +37.1% | 2,453,100 | $1.6B |
| Cresset Asset Management, LLC | 6.66% | Add +2.4% | 2,355,935 | $1.5B |
| AIA Group Ltd | 22.20% | Add +7.4% | 2,337,533 | $1.5B |
| Pathstone Holdings, LLC | 5.98% | Add +2.3% | 2,299,769 | $1.5B |
| Neuberger Berman Group LLC | 1.14% | Add +29.2% | 2,298,647 | $1.5B |
| Bank of Korea | 35.84% | Add +92.7% | 2,268,111 | $1.5B |
| Focus Partners Wealth | 1.60% | Add +5.1% | 2,203,708 | $1.4B |
| UNC Management Company, Inc. | 74.58% | Add +43.6% | 1,870,773 | $1.2B |
| Bank of Nova Scotia | 2.13% | Reduce -44.4% | 1,859,007 | $1.2B |
| Macquarie Group Ltd. | 7.12% | Reduce -30.2% | 1,827,435 | $1.2B |
| MML Investors Services, LLC | 3.30% | Reduce -1.4% | 1,822,421 | $1.2B |
| Allianz SE | 12.80% | Add +4.2% | 1,767,045 | $1.2B |
| Brown Brothers Harriman & Co. | 6.09% | Add +54.1% | 1,737,782 | $1.1B |
| MAI Capital Management | 6.42% | Reduce -0.1% | 1,729,838 | $1.1B |
| Brown Advisory Inc. | 1.85% | Add +21.1% | 1,721,246 | $1.1B |
| Fund Evaluation Group, LLC | 34.16% | Add +4.7% | 1,701,915 | $1.1B |
| Osaic Holdings, Inc. | 1.57% | Add +2.3% | 1,641,641 | $1.1B |
| Municipal Employees' Retirement System of Michigan | 12.15% | Add +18.6% | 1,637,942 | $1.1B |
| Barings LLC | 17.71% | Reduce -2.5% | 1,673,647 | $1.1B |
| MKP Capital Management, L.L.C. | 34.75% | Reduce -42.0% | 1,618,986 | $1.1B |
| Capstone Investment Advisors, LLC | 11.31% | Reduce -12.5% | 1,557,834 | $1.0B |
| National Philanthropic Trust | 10.68% | Add +3.5% | 1,534,381 | $1.0B |
| Fiduciary Trust Co | 11.72% | Reduce -2.7% | 1,517,545 | $991.3M |
| Alaska Permanent Fund Corp | 60.81% | No change | 1,323,000 | $955.3M |
| Toronto Dominion Bank | 1.83% | Add +226.5% | 1,443,344 | $942.8M |
| Jasper Ridge Partners, L.P. | 20.73% | Reduce -11.8% | 1,425,879 | $931.4M |
| Johnson Investment Counsel Inc. | 7.52% | Add +0.9% | 1,423,029 | $929.5M |
| Janney Montgomery Scott LLC | 2.29% | Add +10.6% | 1,412,900 | $922.9M |
| Greenleaf Trust | 8.97% | Reduce -5.1% | 1,397,421 | $912.8M |
| Cwm, LLC | 2.39% | Reduce -2.9% | 1,394,503 | $910.9M |
| United Capital Financial Advisors, LLC | 5.48% | Add +6.9% | 1,359,535 | $888.2M |
| Constellation Investments, Inc. | 29.45% | Reduce -9.7% | 1,358,390 | $887.3M |
| Blue Sparrow, LLC | 14.96% | No change | 1,340,000 | $875.3M |
| M&T Bank Corp | 2.86% | Add +2.1% | 1,337,071 | $873.4M |
| Alesco Advisors, LLC, An ESL Co | 21.59% | Reduce -0.3% | 1,295,264 | $846.1M |
| Johnson Financial Group, Inc. | 30.22% | Add +2.6% | 1,277,747 | $834.6M |
| California Public Employees Retirement System | 0.51% | New | 1,267,527 | $828.0M |
| Waverly Advisors, LLC | 6.12% | Add +4.8% | 1,249,076 | $815.9M |
| Flputnam Investment Management Co. | 11.96% | Reduce -0.5% | 1,228,966 | $802.8M |
| Envestnet Portfolio Solutions, Inc. | 4.37% | Reduce -61.6% | 1,209,124 | $789.8M |
| Cambridge Investment Research Advisors, Inc. | 2.03% | Add +20.6% | 1,202,937 | $785.8M |
| Northwestern Mutual Investment Management Company, LLC | 11.88% | Reduce -20.3% | 1,199,600 | $783.6M |
| Dynasty Wealth Management, LLC | 6.80% | Add +12.5% | 1,193,426 | $779.6M |
| Park Avenue Securities LLC | 6.00% | Add +31.3% | 1,175,199 | $767.7M |
| Regions Financial Corp. | 4.90% | Add +4.1% | 1,155,500 | $754.8M |
| Rockefeller Capital Management L.P. | 1.33% | Add +6.1% | 1,148,258 | $750.1M |
| Simplify Asset Management Inc. | 11.00% | Add +8.1% | 1,092,266 | $713.5M |
| Circle Wealth Management, LLC | 10.14% | Add +25.9% | 1,088,898 | $711.3M |
| Parallel Advisors, LLC | 12.58% | Add +28.1% | 1,068,916 | $698.2M |
| CI Investments Inc. | 3.37% | No change | 1,064,173 | $695.1M |
| Public Employees Retirement System of Ohio | 2.20% | Reduce -11.0% | 1,041,800 | $680.5M |
| Sumitomo Life Insurance Co. | 15.73% | Add +37.0% | 1,029,000 | $672.2M |
| Bessemer Group Inc. | 1.06% | Add +6.3% | 1,027,583 | $671.2M |
| LMR Partners LLP | 7.92% | Reduce -2.3% | 1,016,400 | $663.9M |
| Freestone Grove Partners LP | 4.67% | Reduce -31.1% | 986,000 | $644.1M |
| Allianz Asset Management GmbH | 0.74% | Reduce -88.2% | 981,961 | $641.4M |
| Thrivent Financial for Lutherans | 1.22% | Add +3.9% | 963,214 | $627.6M |
| NewEdge Advisors, LLC | 2.08% | Add +9.5% | 879,831 | $574.7M |
| Schroder Investment Management Group | 0.47% | Add +15.2% | 904,364 | $574.2M |
| Nationwide Fund Advisors | 24.83% | Add +0.1% | 868,557 | $567.4M |
| Baird Financial Group, Inc. | 0.88% | Reduce -8.5% | 863,829 | $564.3M |
| &partners | 2.75% | Add +9.8% | 851,150 | $556.9M |
| Farther Finance Advisors, LLC | 5.27% | Add +11.4% | 846,215 | $556.9M |
| Japan Science & Technology Agency | 11.51% | Reduce -27.6% | 847,800 | $553.8M |
| Coldstream Capital Management Inc. | 6.81% | Add +7.5% | 840,530 | $549.0M |
| Franklin Resources Inc. | 0.14% | Reduce -9.5% | 833,144 | $544.2M |
| Partners Capital Investment Group, LLP | 20.22% | Reduce -5.3% | 821,849 | $536.8M |
| Quotient Wealth Partners, LLC | 13.63% | Add +4.1% | 793,084 | $518.1M |
| BNP Paribas Financial Markets | 0.34% | Reduce -4.6% | 786,814 | $514.0M |
| Mercer Global Advisors Inc. | 0.75% | Add +8.3% | 772,663 | $504.7M |
| 1832 Asset Management L.P. | 0.67% | Add +832.9% | 772,216 | $504.4M |
| FIL Ltd | 0.39% | Reduce -5.6% | 762,599 | $498.1M |
| Kestra Advisory Services, LLC | 1.87% | Add +8.7% | 755,209 | $493.3M |
| Susquehanna International Group, LLP | 0.63% | Add +45.1% | 739,892 | $483.3M |
| UMB Bank, n.a. | 6.57% | Add +4.5% | 720,762 | $470.8M |
| Stifel Financial Corp. | 0.43% | Add +5.2% | 719,143 | $469.8M |
| Matson Money. Inc. | 14.23% | Add +12.6% | 720,815 | $464.1M |
| Beacon Pointe Advisors, LLC | 2.44% | Add +69.4% | 704,106 | $459.9M |
| Steward Partners Investment Advisory, LLC | 2.34% | Add +12.9% | 702,876 | $459.1M |
| Evoke Wealth, LLC | 8.47% | Add +11.8% | 702,776 | $459.1M |
| Main Management Fund Advisors LLC | 38.19% | Add +30.9% | 808,311 | $454.8M |
| Truepoint, Inc. | 10.14% | Add +2.0% | 695,831 | $454.5M |
| Freestone Capital Holdings, LLC | 13.72% | Add +2.9% | 689,375 | $450.3M |
| P/E Global LLC | 35.48% | Reduce -1.5% | 689,234 | $450.2M |
| Avidian Wealth Enterprises, LLC | 14.06% | Add +7.3% | 678,594 | $443.3M |
| Heritage Wealth Advisors | 17.31% | Add +2.4% | 678,104 | $442.9M |
| Aspiriant, LLC | 12.32% | Add +5.4% | 661,906 | $432.4M |
| Cahaba Wealth Management, Inc. | 28.79% | Add +3.9% | 649,315 | $424.1M |
| WealthNavi Inc. | 3.63% | Add +13.8% | 640,705 | $418.5M |
| CKW Financial Group | 45.13% | Add +1.2% | 628,924 | $413.9M |
| Teacher Retirement System of Texas | 1.72% | No change | 632,560 | $413.2M |
| Haverford Trust Co | 3.66% | Reduce -16.5% | 610,802 | $399.0M |
| Orgel Wealth Management, LLC | 8.58% | Add +9.4% | 609,638 | $398.2M |
| BSN CAPITAL PARTNERS Ltd | 10.11% | Add +63.5% | 596,102 | $397.0M |
| Swan Global Investments, LLC | 21.27% | Reduce -3.7% | 606,594 | $396.2M |
| Genworth Financial Inc | 91.85% | No change | 601,470 | $392.9M |
| Hantz Financial Services, Inc. | 5.97% | Add +25.8% | 599,552 | $391.6M |
| Agave Capital Management Ltd | 62.24% | Add +194.0% | 603,100 | $386.9M |
| Sigma Investment Counselors Inc. | 20.25% | Reduce -2.6% | 586,856 | $383.3M |
| Leith Wheeler Investment Counsel Ltd. | 31.16% | Reduce -14.4% | 577,037 | $376.9M |
| OP Asset Management Ltd | 3.75% | Add +4.5% | 570,878 | $372.9M |
| Nissay Asset Management Corp. /Japan | 1.95% | Add +8.3% | 562,015 | $367.1M |
| Clark Capital Management Group, Inc. | 2.25% | Add +4.9% | 558,202 | $364.6M |
| Legacy Wealth Management, LLC | 21.24% | Add +2.4% | 557,593 | $364.2M |
| Moneta Group Investment Advisors LLC | 2.71% | Add +1.9% | 550,875 | $359.8M |
| Midland Wealth Advisors, LLC | 18.45% | Add +9.2% | 548,029 | $358.0M |
| Fort Washington Investment Advisors Inc. | 1.98% | Add +5.3% | 547,923 | $357.9M |
| Soundwatch Capital LLC | 44.78% | Add +87.3% | 543,836 | $355.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.35% | — | 537,707 | $351.2M |
| AE Wealth Management LLC | 1.89% | Add +5.7% | 535,640 | $349.9M |
| Journey Strategic Wealth LLC | 8.66% | Reduce -1.9% | 533,947 | $348.8M |
| State Street Corp. | 0.01% | Add +1.0% | 532,508 | $347.8M |
| Assetmark, Inc. | 0.70% | Reduce -46.6% | 527,597 | $344.6M |
| Klingman & Associates, LLC | 16.66% | Add +2.4% | 526,701 | $344.0M |
| Ritholtz Wealth Management | 5.97% | Reduce -1.6% | 526,398 | $343.8M |
| Bank of Finland | 25.03% | Add +0.3% | 523,569 | $342.0M |
| AQR Capital Management | 0.16% | Add +25.2% | 523,500 | $342.0M |
| Bleakley Financial Group, LLC | 5.33% | Add +29.6% | 521,601 | $340.7M |
| Ally Invest Advisors Inc. | 22.48% | Add +4.3% | 511,337 | $334.0M |
| Adventist Health System Sunbelt Healthcare Corp. | 11.67% | Reduce -61.8% | 510,550 | $333.5M |
| Halbert Hargrove Global Advisors, LLC | 15.95% | Add +0.3% | 502,323 | $328.1M |
| Fifth Third Wealth Advisors LLC | 10.99% | Reduce -1.8% | 497,598 | $325.0M |
| Blair William & Co. | 0.91% | Reduce -0.5% | 485,839 | $317.4M |
| Charter Oak Capital Management, LLC | 24.58% | Reduce -1.6% | 485,265 | $317.0M |
| Sanctuary Advisors, LLC | 1.70% | Add +5.8% | 479,992 | $313.5M |
| Norinchukin Bank, The | 3.64% | Add +6.3% | 477,180 | $311.7M |
| Traphagen Investment Advisors LLC | 25.21% | Add +0.7% | 476,372 | $311.2M |
| Commerce Bank | 1.48% | Add +101.6% | 468,370 | $305.9M |
| Prime Capital Investment Advisors, LLC | 3.53% | Add +97.7% | 466,993 | $305.0M |
| Wealthspire Retirement, LLC | 18.15% | Add +14.9% | 463,174 | $302.5M |
| CIBC Bancorp USA Inc. | 0.41% | — | 459,404 | $300.1M |
| Robinhood Asset Management, LLC | 21.53% | Add +10.1% | 454,518 | $296.9M |
| Hirtle & Co., LLC | 11.51% | Add +4.7% | 452,028 | $295.3M |
| Citizens Financial Group Inc. | 4.08% | Reduce -2.0% | 448,294 | $292.8M |
| Prosperity Consulting Group, LLC | 12.86% | Add +2.4% | 442,174 | $288.8M |
| Clearstead Advisors, LLC | 2.61% | Add +1.1% | 437,585 | $285.8M |
| Gotham Asset Management | 0.87% | Add +6.8% | 435,384 | $284.4M |
| Crestwood Advisors Group, LLC | 4.78% | Add +24.1% | 435,333 | $284.4M |
| Allspring Global Investments Holdings, LLC | 0.48% | Add +31.7% | 431,892 | $284.2M |
| Orion Porfolio Solutions, LLC | 2.42% | Reduce -14.6% | 434,413 | $283.8M |
| Sun Life Financial Inc. | 16.03% | Reduce -0.8% | 432,316 | $282.4M |
| Fragasso Financial Advisors Inc | 16.99% | Reduce -2.9% | 425,380 | $281.5M |
| Quantinno Capital Management LP | 0.47% | Add +22.0% | 430,601 | $281.3M |
| Armstrong Advisory Group, Inc. | 18.59% | Add +77.9% | 424,239 | $277.1M |
| Zions Bancorporation, National Association | 17.84% | Reduce -10.9% | 423,743 | $276.8M |
| Lido Advisors, LLC | 1.09% | Reduce -7.1% | 420,398 | $274.6M |
| LBMC Investment Advisors, LLC | 16.74% | Reduce -1.6% | 420,340 | $274.6M |
| Hancock Whitney Corp. | 4.77% | Reduce -2.2% | 380,283 | $274.4M |
| Two Sigma Investments, LP | 0.23% | Add +6.0% | 416,280 | $271.9M |
| Planning Alternatives Ltd. | 35.04% | Add +0.3% | 415,589 | $271.5M |
| HORAN Wealth, LLC | 25.52% | Add +100.0% | 392,598 | $268.6M |
| Whittier Trust Co. | 3.00% | Reduce -6.1% | 401,934 | $266.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.76% | Reduce -17.4% | 405,514 | $264.9M |
| Adventist Health System/ West | 46.93% | Reduce -9.7% | 405,108 | $264.6M |
| Wellspring Financial Advisors, LLC | 19.82% | Add +1.6% | 404,618 | $264.3M |
| JB Capital LLC | 10.26% | Add +38.4% | 388,721 | $253.9M |
| Farmers & Merchants Investments Inc. | 6.99% | Add +2.0% | 387,788 | $253.3M |
| EP Wealth Advisors, LLC | 1.23% | Add +92.8% | 382,980 | $250.2M |
| Verition Fund Management LLC | 2.54% | Reduce -79.9% | 377,340 | $246.5M |
| Steele Capital Management, Inc. | 10.19% | Reduce -0.2% | 376,762 | $246.1M |
| Toews Corp. | 94.69% | Reduce -9.2% | 375,750 | $245.4M |
| Private Advisor Group, LLC | 1.15% | Reduce -2.6% | 375,031 | $245.0M |
| Ballentine Partners, LLC | 3.35% | Add +0.8% | 368,896 | $241.0M |
| Wellington Management Group LLP | 0.05% | Add +2.8% | 368,757 | $240.9M |
| First Hawaiian Bank | 33.20% | Add +0.3% | 363,420 | $237.4M |
| Ashford Advisors, LLC | 54.85% | Reduce -1.5% | 360,435 | $235.4M |
| Prudential PLC | 1.78% | Reduce -9.0% | 357,944 | $233.8M |
| Integrated Wealth Concepts LLC | 1.86% | Add +33.7% | 357,617 | $233.6M |
| Sagespring Wealth Partners, LLC | 4.13% | Reduce -1.5% | 347,015 | $226.7M |
| Stratos Wealth Partners, LTD. | 2.56% | Reduce -0.1% | 342,211 | $223.5M |
| Vantagepoint Investment Advisers LLC | 1.87% | Add +16.5% | 337,733 | $220.6M |
| Daido Life Insurance Co. | 32.32% | No change | 335,437 | $219.1M |
| Apollon Wealth Management, LLC | 3.56% | Add +4.7% | 335,046 | $218.9M |
| Equitable Holdings, Inc. | 1.41% | Add +0.6% | 649,001 | $218.5M |
| TFC Financial Management, Inc. | 26.81% | Add +0.5% | 333,103 | $217.6M |
| Endurance Services Ltd | 36.59% | No change | 332,601 | $217.3M |
| Legacy Private Trust Co. | 13.35% | Reduce -0.8% | 330,547 | $215.9M |
| Arrowstreet Capital, Limited Partnership | 0.11% | Add +30.1% | 324,804 | $212.2M |
| RKL Wealth Management LLC | 18.96% | Reduce -13.0% | 322,614 | $210.7M |
| Sofi Wealth, LLC | 10.14% | Reduce -2.5% | 322,074 | $210.4M |
| Tidal Investments LLC | 0.66% | Reduce -54.2% | 322,036 | $210.4M |
| Merit Financial Group, LLC | 1.56% | Add +11.3% | 321,276 | $209.9M |
| Taiyo Life Insurance Co. | 22.74% | Reduce -18.2% | 315,475 | $206.1M |
| Tarbox Family Office, Inc. | 33.27% | Reduce -0.7% | 313,643 | $204.9M |
| Analyst IMS Investment Management Services Ltd. | 6.16% | Reduce -8.0% | 311,425 | $203.4M |
| Principal Securities, Inc. | 2.97% | Add +4.9% | 309,596 | $202.2M |
| Glenview Trust Co | 3.14% | Add +0.2% | 305,877 | $199.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.49% | Reduce -24.4% | 305,368 | $199.5M |
| Conrad N. Hilton Foundation | 87.27% | Add +166.7% | 304,999 | $199.2M |
| Element Pointe Advisors, LLC | 37.58% | Add +3.3% | 304,933 | $199.2M |
| BW Gestao de Investimentos Ltda. | 8.72% | Reduce -59.4% | 300,036 | $196.0M |
| Sigma Planning Corp | 5.42% | Add +1.7% | 298,651 | $195.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.57% | Add +1.0% | 298,253 | $194.9M |
| FORM Wealth Advisors, LLC | 22.78% | Add +4.9% | 297,706 | $194.5M |
| Heck Capital Advisors, LLC | 14.40% | Reduce -1.3% | 297,275 | $194.2M |
| First Foundation Advisors | 7.80% | Add +2.5% | 296,082 | $193.4M |
| Teramo Advisors, LLC | 52.04% | Add +40.1% | 295,000 | $192.7M |
| Gryphon Financial Partners LLC | 20.14% | Reduce -1.3% | 294,166 | $192.2M |
| Lazard Asset Management LLC | 0.31% | Reduce -10.6% | 291,105 | $190.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.32% | Add +22.6% | 290,998 | $188.4M |
| BLB&B Advisors, LLC | 7.76% | Add +5.8% | 287,503 | $187.8M |
| Linscomb Wealth, Inc. | 8.32% | Reduce -7.1% | 286,184 | $186.9M |
| Ellenbecker Investment Group | 25.17% | Add +1.6% | 285,832 | $186.7M |
| Federation des caisses Desjardins du Quebec | 0.67% | Reduce -1.2% | 285,306 | $186.4M |
| True Link Financial Advisors, LLC | 11.35% | Reduce -7.5% | 281,276 | $183.7M |
| Goelzer Investment Management, Inc. | 8.83% | Add +2.9% | 279,455 | $182.5M |
| Bangor Savings Bank | 14.53% | Add +0.1% | 278,151 | $181.7M |
| Gilbert & Cook, Inc. | 23.39% | Add +0.8% | 277,274 | $181.1M |
| Daiwa Securities Group Inc. | 0.52% | Add +4.8% | 275,565 | $180.0M |
| Ullmann Wealth Partners Group, LLC | 18.53% | Reduce -1.4% | 273,257 | $178.5M |
| Calamos Advisors LLC | 0.93% | Add +1854.0% | 273,147 | $178.4M |
| Lee Financial Co | 24.84% | Reduce -1.3% | 269,520 | $176.1M |
| Dakota Wealth Management | 3.80% | Reduce -1.8% | 268,724 | $175.5M |
| DT Investment Partners, LLC | 14.53% | Add +7.1% | 267,267 | $174.6M |
| Provida Pension Fund Administrator | 2.88% | Reduce -28.4% | 262,048 | $171.2M |
| Calamos Wealth Management LLC | 5.89% | Add +0.3% | 258,931 | $169.1M |
| Lowe Brockenbrough & Co. Inc. | 8.43% | Reduce -11.0% | 258,783 | $169.0M |
| Leverty Financial Group, LLC | 37.23% | Add +2.5% | 257,635 | $168.3M |
| Summit Financial, LLC | 2.13% | Add +11.2% | 255,954 | $167.2M |
| Atlantic Union Bankshares Corp | 3.20% | Add +0.5% | 255,315 | $166.8M |
| Quadrant Capital Group LLC | 4.92% | Add +2.3% | 252,064 | $164.7M |
| Mizuho Markets Americas LLC | 4.52% | Reduce -9.1% | 249,220 | $162.8M |
| Mandatum Life Insurance Co Ltd | 36.28% | Add +0.5% | 247,033 | $161.4M |
| Atria Investments, Inc | 1.80% | Reduce -1.9% | 246,696 | $161.1M |
| Modera Wealth Management, LLC | 1.91% | Reduce -5.6% | 243,877 | $159.3M |
| Mesirow Financial Investment Management, Inc. | 2.58% | Add +53.2% | 243,758 | $159.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.40% | Reduce -5.3% | 243,396 | $159.0M |
| Montag A & Associates Inc. | 7.38% | Reduce -5.3% | 242,549 | $158.4M |
| Resonant Capital Advisors, LLC | 8.31% | Add +15.9% | 242,082 | $158.1M |
| JNBA Financial Advisors | 13.15% | Reduce -33.6% | 241,784 | $157.9M |
| NorthCoast Asset Management LLC | 3.65% | Reduce -17.1% | 240,803 | $157.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.10% | Reduce -23.1% | 240,533 | $157.1M |
| Valeo Financial Advisors, LLC | 3.76% | Add +1.4% | 320,240 | $157.1M |
| Independent Advisor Alliance | 1.66% | Add +729.7% | 237,478 | $155.1M |
| Spire Wealth Management | 5.27% | Reduce -2.4% | 236,266 | $154.3M |
| Advisory Services Network, LLC | 2.03% | Add +1.7% | 233,462 | $152.5M |
| Financial Synergies Wealth Advisors, Inc. | 14.49% | Reduce -0.9% | 232,491 | $151.9M |
| Bridges Investment Management Inc. | 2.06% | Reduce -10.0% | 232,208 | $151.7M |
| Bank of Hawaii | 7.94% | Add +4.8% | 232,091 | $151.6M |
| Fulton Breakefield Broenniman LLC | 9.87% | Add +9.3% | 231,529 | $151.2M |
| Orrstown Financial Services Inc. | 25.05% | Add +49.3% | 229,141 | $149.7M |
| Foundations Investment Advisors, LLC | 1.85% | Add +181.6% | 228,629 | $149.3M |
| RPTC Inc. | 26.10% | Add +4.9% | 228,018 | $148.9M |
| HB Wealth Management, LLC | 0.95% | Add +3.9% | 224,445 | $146.6M |
| Single Point Partners, LLC | 29.12% | Add +0.9% | 224,004 | $146.3M |
| Phillips Financial Management, LLC | 10.53% | Reduce -12.0% | 222,342 | $145.2M |
| OneDigital Investment Advisors LLC | 1.42% | Add +6.4% | 221,711 | $144.8M |
| Home Federal Bank of Tennessee | 36.07% | Reduce -0.6% | 220,828 | $144.2M |
| Caliber Wealth Management, LLC / KS | 15.61% | Add +12.3% | 218,425 | $142.7M |
| Missouri Education Pension Trust | 48.47% | Reduce -40.2% | 217,826 | $142.3M |
| Abundance Wealth Counselors | 20.30% | Add +13.3% | 216,628 | $141.5M |
| Crewe Advisors LLC | 12.07% | Add +8.0% | 216,422 | $141.4M |
| Composition Wealth, LLC | 1.93% | Add +96.7% | 215,468 | $140.7M |
| Rakuten Investment Management, Inc. | 0.28% | Add +100.0% | 208,574 | $139.1M |
| Mason Street Advisors, LLC | 13.51% | Add +0.4% | 211,681 | $138.3M |
| Narwhal Capital Management | 10.20% | Add +0.5% | 211,569 | $138.2M |
| Investment Management Corp of Ontario | 1.77% | Reduce -1.7% | 210,706 | $137.6M |
| Defiance ETFs, LLC | 1.98% | New | 210,655 | $137.6M |
| Ferguson Wellman Capital Management, Inc. | 1.87% | Add +3.6% | 209,913 | $137.1M |
| Stairway Partners, LLC | 7.10% | Add +0.3% | 209,875 | $137.1M |
| Geneos Wealth Management Inc. | 3.14% | Add +5.3% | 207,500 | $135.5M |
| Financial Engines Advisors L.L.C. | 0.28% | Reduce -5.2% | 207,322 | $135.4M |
| Mutual Advisors, LLC | 2.90% | Reduce -3.1% | 206,628 | $135.0M |
| First Interstate Bank | 7.57% | Add +1.7% | 206,171 | $134.7M |
| Icon Wealth Advisors, LLC | 8.72% | Add +29.0% | 187,804 | $134.3M |
| Allstate Corp. | 1.43% | Reduce -31.6% | 205,379 | $134.2M |
| Eastern Bank | 2.27% | Add +5.0% | 202,905 | $132.5M |
| PKO Investment Management Joint-Stock Co | 11.15% | Reduce -4.1% | 202,841 | $132.5M |
| GTS Securities LLC | 4.70% | Add +1140.7% | 202,796 | $132.5M |
| ESL Trust Services, LLC | 25.19% | Add +0.3% | 201,950 | $131.9M |
| Rezny Wealth Management, Inc. | 30.35% | No change | 200,649 | $131.9M |
| Catalyst Financial Partners LLC | 15.51% | Add +5.4% | 201,127 | $131.4M |
| Callan Family Office, LLC | 2.97% | Add +0.4% | 200,628 | $131.1M |
| Alternative Investment Advisors, LLC. | 58.13% | Reduce -2.6% | 200,489 | $131.0M |
| Securian Asset Management, Inc. | 5.15% | Reduce -15.1% | 199,170 | $130.1M |
| Mackenzie Financial Corp. | 0.16% | Add +4.6% | 199,086 | $130.0M |
| Pure Financial Advisors, LLC | 1.86% | Add +8.0% | 196,481 | $128.3M |
| Tudor Investment Corporation | 0.68% | Reduce -86.1% | 194,559 | $127.1M |
| Brookstone Capital Management | 1.44% | Add +9.0% | 192,538 | $125.8M |
| Core Wealth Advisors, Inc. | 29.73% | Add +1.5% | 190,694 | $124.6M |
| Advisors Capital Management, LLC | 1.47% | Add +4.5% | 190,547 | $124.5M |
| Chandler Asset Management, Inc. | 18.70% | Add +10.6% | 188,741 | $123.3M |
| JGP Wealth Management, LLC | 12.81% | Add +19.1% | 188,584 | $123.2M |
| Winthrop Advisory Group LLC | 10.04% | Add +3.5% | 188,068 | $122.8M |
| Ieq Capital, LLC | 0.57% | Add +6.1% | 187,959 | $122.8M |
| Stock Yards Bank & Trust Co. | 3.80% | Add +6.5% | 187,139 | $122.2M |
| BBR Partners, LLC | 6.78% | Reduce -0.1% | 186,005 | $121.5M |
| Capital Analysts, LLC | 3.19% | Reduce -8.8% | 185,934 | $121.5M |
| Financial Advisory Corp | 16.68% | Reduce -0.2% | 183,780 | $120.0M |
| Capital Investment Advisors, LLC | 1.75% | Add +0.7% | 182,969 | $119.5M |
| Valley Forge Investment Consultants Inc. Adv | 35.79% | Reduce -2.3% | 182,827 | $119.4M |
| Integrity Alliance, Llc. | 4.54% | Add +1.8% | 182,632 | $119.3M |
| BSW Wealth Partners | 14.55% | Reduce -0.2% | 182,568 | $119.3M |
| Parker Investment Management, LLC | 17.91% | Add +41.0% | 180,497 | $117.9M |
| Alps Advisors Inc. | 0.55% | Add +4.7% | 180,459 | $117.9M |
| RiverFront Investment Group, LLC | 1.82% | Reduce -14.4% | 180,196 | $117.7M |
| St. Clair Advisors, LLC | 30.93% | Reduce -11.4% | 177,961 | $116.2M |
| Robertson Stephens Wealth Management, LLC | 3.25% | Reduce -1.8% | 177,504 | $115.9M |
| Hennion & Walsh Asset Management, Inc. | 3.90% | Add +3.6% | 177,483 | $115.9M |
| D.A. Davidson & Co. | 0.70% | Add +3.6% | 176,187 | $115.1M |
| Rwa Wealth Partners, LLC | 1.24% | Reduce -4.5% | 174,062 | $113.7M |
| Glenmede Trust Co. NA | 0.56% | Add +14.3% | 173,890 | $113.6M |
| TCP Asset Management, LLC | 14.60% | Add +35.4% | 173,854 | $113.6M |
| HSBC Holdings PLC | 0.07% | Reduce -90.7% | 173,202 | $113.1M |
| Whittier Trust Co. of Nevada Inc. | 2.32% | Add +6.8% | 170,587 | $112.9M |
| King Wealth Management Group | 14.05% | Add +0.7% | 171,969 | $112.3M |
| Forvis Mazars Wealth Advisors, LLC | 2.12% | Add +2.8% | 171,207 | $111.8M |
| Bricktown Capital, LLC | 21.90% | Reduce -17.9% | 170,245 | $111.2M |
| Perigon Wealth Management, LLC | 2.02% | Reduce -1.3% | 169,969 | $111.0M |
| Bryn Mawr Trust Advisors, LLC | 5.34% | Reduce -2.1% | 168,499 | $110.1M |
| Summit Financial Strategies, Inc. | 8.63% | Add +13.5% | 167,655 | $109.5M |
| McKinley Carter Wealth Services, Inc. | 6.32% | Add +15.6% | 167,634 | $109.5M |
| AMG National Trust Bank | 2.33% | Add +26.5% | 164,330 | $107.3M |
| Requisite Capital Management, LLC | 19.93% | Add +2.2% | 163,646 | $106.9M |
| Arkadios Wealth Advisors | 1.77% | Add +14.4% | 163,612 | $106.9M |
| FFT Wealth Management LLC | 19.31% | Add +15.5% | 163,294 | $106.7M |
| Concurrent Investment Advisors, LLC | 1.15% | Add +9.3% | 160,880 | $105.1M |
| First Citizens Bank & Trust Co. | 2.21% | Reduce -0.9% | 160,514 | $104.8M |
| First Commonwealth Financial Corp | 16.68% | Add +0.6% | 160,459 | $104.8M |
| Janus Henderson Group PLC | 0.05% | Reduce -12.2% | 160,308 | $104.7M |
| Modern Wealth Management, LLC | 1.78% | Add +4.1% | 157,664 | $103.8M |
| StoneX Group Inc. | 5.57% | Reduce -17.9% | 158,388 | $103.5M |
| Amtrust Financial Services, Inc. | 34.49% | Add +5.1% | 158,000 | $103.2M |
| Wealth Group Ltd | 23.26% | Reduce -1.0% | 156,360 | $102.1M |
| Cambridge Associates LLC /Ma/ | 1.63% | Add +29.9% | 156,041 | $101.9M |
| Proathlete Wealth Management LLC | 28.19% | Add +2.6% | 155,371 | $101.6M |
| Ironclad Investments LLC | 49.70% | No change | 155,164 | $101.4M |
| Wilmington Savings Fund Society, FSB | 2.41% | Add +2.0% | 154,684 | $101.0M |
| AlTi Global, Inc. | 2.19% | Reduce -14.5% | 149,979 | $100.7M |
| Old National Bancorp | 1.69% | Reduce -0.4% | 154,064 | $100.6M |
| PDS Planning, Inc | 6.62% | Add +2.3% | 153,680 | $100.4M |
| 3EDGE Asset Management, LP | 4.84% | Add +3.8% | 153,415 | $100.2M |
| Chevy Chase Trust Holdings, LLC | 0.29% | Add +33.1% | 153,007 | $99.9M |
| Unique Wealth, LLC | 13.75% | Add +4.5% | 152,274 | $99.5M |
| Satovsky Asset Management LLC | 17.47% | Reduce -1.2% | 151,512 | $99.0M |
| Victory Capital Management Inc. | 0.06% | Reduce -32.4% | 149,125 | $97.4M |
| Onyx Bridge Wealth Group LLC | 10.47% | Reduce -8.9% | 149,012 | $97.3M |
| RTD Financial Advisors, Inc. | 11.96% | Add +4.3% | 148,949 | $97.3M |
| GR Financial Group, LLC | 32.18% | Reduce -67.8% | 148,534 | $97.0M |
| First National Bank of Omaha | 2.98% | Add +2.7% | 151,743 | $96.5M |
| Arcataur Capital Management LLC | 26.83% | Add +4.1% | 147,632 | $96.4M |
| Great Lakes Advisors, LLC | 0.80% | Add +3.2% | 147,630 | $96.4M |
| Betterment LLC | 0.18% | Add +3.5% | 146,784 | $95.9M |
| Arvest Bank Trust Division | 5.18% | Reduce -3.7% | 145,833 | $95.3M |
| Tortoise Investment Management, LLC | 7.84% | Reduce -1.2% | 145,300 | $94.9M |
| Trilogy Capital Inc. | 4.20% | Add +9.4% | 144,473 | $94.4M |
| Compound Planning, Inc. | 2.91% | Add +3.8% | 144,467 | $94.4M |
| Private Wealth Asset Management, LLC | 10.08% | Add +1.4% | 144,336 | $94.3M |
| Asio Capital, LLC | 13.16% | Add +11.6% | 143,422 | $93.7M |
| AdvisorNet Financial, Inc | 4.85% | Add +6.2% | 143,394 | $93.7M |
| Grant Street Asset Management, Inc. | 18.01% | Add +1.5% | 143,123 | $93.5M |
| Pinnacle Associates Ltd. | 1.20% | Add +1.6% | 142,920 | $93.4M |
| Ritter Daniher Financial Advisory LLC / DE | 15.71% | Reduce -0.2% | 141,785 | $92.6M |
| Integrated Advisors Network LLC | 4.86% | Reduce -19.0% | 141,684 | $92.5M |
| Baker Avenue Asset Management, LP | 2.11% | Add +1.8% | 141,547 | $92.5M |
| Choreo, LLC | 1.12% | Add +2.4% | 139,767 | $91.3M |
| Curi Capital, LLC | 1.63% | Add +3.4% | 139,538 | $91.1M |
| Progeny 3, Inc. | 4.86% | No change | 139,069 | $90.8M |
| Cibc World Market Inc. | 0.16% | Add +13.6% | 138,950 | $90.8M |
| Smartleaf Asset Management LLC | 3.26% | Add +13.0% | 142,225 | $90.3M |
| Physician Wealth Advisors, Inc. | 12.56% | Add +1.3% | 138,197 | $90.3M |
| Cantor Fitzgerald, L. P. | 3.26% | New | 137,522 | $89.8M |
| Alaska Permanent Capital Management, LLC | 6.23% | Add +29.6% | 136,067 | $88.9M |
| Gray Private Wealth, LLC | 44.67% | Reduce -0.6% | 135,965 | $88.8M |
| Tectonic Advisors LLC | 4.69% | Add +1.7% | 135,905 | $88.8M |
| Regal Investment Advisors LLC | 5.11% | Add +8.9% | 135,286 | $88.4M |
| Pine Ridge Advisers LLC | 6.26% | Add +0.0% | 135,039 | $88.2M |
| Consolidated Portfolio Review Corp | 8.05% | Add +0.0% | 134,965 | $88.2M |
| BankPlus Trust Department | 23.54% | Add +0.2% | 134,877 | $88.1M |
| Cardinal Strategic Wealth Guidance | 23.21% | Add +2.8% | 134,734 | $88.0M |
| Accredited Investors Inc. | 4.74% | Add +1.9% | 134,713 | $88.0M |
| Country Trust Bank | 1.67% | Reduce -2.2% | 134,705 | $88.0M |
| Lodestar Private Asset Management LLC | 8.67% | Add +4.0% | 134,530 | $87.9M |
| Arax Advisory Partners | 2.46% | Add +184.2% | 133,405 | $87.1M |
| Simon Quick Advisors, LLC | 3.94% | Reduce -1.0% | 131,736 | $86.1M |
| Bryant Woods Investment Advisors, LLC | 31.28% | Add +4.3% | 130,125 | $85.0M |
| Bokf, NA | 1.30% | Reduce -0.0% | 130,119 | $85.0M |
| Centerpoint Advisors, LLC | 27.29% | Add +0.2% | 128,404 | $83.9M |
| Banco Santander, S.A. | 0.67% | Reduce -12.3% | 128,005 | $83.6M |
| New England Professional Planning Group Inc. | 34.89% | Add +1.5% | 127,781 | $83.5M |
| Amarillo National Bank | 14.70% | Add +1.3% | 127,455 | $83.3M |
| Hudock, Inc. | 12.24% | Add +2.9% | 127,345 | $83.2M |
| JSF Financial, LLC | 16.30% | Add +2.2% | 127,252 | $83.1M |
| Allworth Financial LP | 0.34% | Reduce -3.6% | 127,142 | $83.1M |
| WealthPlan Investment Management, LLC | 4.56% | Add +81.6% | 125,181 | $81.8M |
| Savant Capital, LLC | 0.39% | Reduce -5.5% | 124,780 | $81.5M |
| Cim Investment Management Inc. | 21.73% | Reduce -1.4% | 124,650 | $81.4M |
| Bluesphere Advisors LLC | 28.91% | Add +43.3% | 124,515 | $81.3M |
| Savvy Advisors, Inc. | 2.18% | Reduce -3.4% | 124,298 | $81.2M |
| Buck Wealth Strategies, LLC | 10.00% | Add +5.7% | 124,038 | $81.0M |
| Harbour Investments, Inc. | 1.25% | Add +44.2% | 123,462 | $80.6M |
| Financial Partners Group, Inc | 9.62% | Add +1.8% | 123,137 | $80.4M |
| Well Done, LLC | 11.74% | Add +3.6% | 122,372 | $79.9M |
| Meridian Wealth Advisors, LLC | 10.55% | Add +3.7% | 122,183 | $79.8M |
| McNamara Financial Services, Inc. | 15.06% | Reduce -0.2% | 121,861 | $79.6M |
| Natixis Advisors, LLC | 0.11% | Add +15.2% | 120,246 | $78.5M |
| Coyle Financial Counsel LLC | 16.53% | Add +5.6% | 119,618 | $78.1M |
| Bull Oak Capital, LLC | 29.89% | Add +9.2% | 119,067 | $77.8M |
| Kestra Private Wealth Services, LLC | 0.96% | Add +12.0% | 118,547 | $77.4M |
| Mascoma Wealth Management LLC | 16.00% | Add +1.6% | 118,495 | $77.4M |
| CenturyLink Investment Management Co | 44.09% | Reduce -16.5% | 118,027 | $77.1M |
| Deutsche Bank AG | 0.03% | Reduce -0.4% | 117,632 | $76.8M |
| SG Americas Securities, LLC | 0.09% | Add +110.2% | 117,372 | $76.7M |
| Balentine LLC | 3.08% | Reduce -4.2% | 117,178 | $76.5M |
| Courier Capital LLC | 4.27% | Reduce -2.9% | 116,822 | $76.3M |
| HighMark Wealth Management LLC | 31.01% | Add +6.0% | 116,955 | $76.2M |
| SCS Capital Management LLC | 0.81% | Reduce -1.6% | 116,534 | $76.1M |
| Vision Capital Management, Inc. | 9.57% | Add +1.0% | 116,007 | $75.8M |
| Wealth Architects, LLC | 6.74% | Add +0.4% | 115,697 | $75.6M |
| Focus Partners Advisor Solutions, LLC | 0.76% | Add +179.7% | 115,547 | $75.5M |
| Foster Group, Inc. | 2.22% | Add +23.0% | 114,123 | $74.5M |
| NerdWallet Wealth Partners, LLC | 32.46% | Add +4.5% | 113,869 | $74.4M |
| Wharton Business Group, LLC | 2.80% | Reduce -0.2% | 113,488 | $74.1M |
| KFA Private Wealth Group, LLC | 17.73% | Add +1.3% | 113,095 | $73.9M |
| Focus Financial Network, Inc. | 2.65% | Add +6.2% | 112,961 | $73.8M |
| Beam Wealth Advisors, Inc. | 18.28% | Add +6.3% | 112,407 | $73.4M |
| North Dakota State Investment Board | 3.17% | Reduce -17.6% | 112,291 | $73.3M |
| Guggenheim Capital LLC | 0.58% | Reduce -18.3% | 111,438 | $72.8M |
| Diversify Wealth Management, LLC | 1.29% | Add +127.4% | 101,415 | $72.5M |
| State of Wisconsin Investment Board | 0.16% | Reduce -30.6% | 109,780 | $71.7M |
| Smith, Moore & Co. | 5.21% | Add +1.3% | 109,463 | $71.5M |
| Waller Financial Planning Group, Inc. | 15.70% | Add +2.7% | 108,907 | $71.1M |
| MidFirst Bank | 5.88% | Add +0.8% | 108,831 | $71.1M |
| Sharkey, Howes & Javer | 9.56% | Add +20.6% | 108,652 | $71.0M |
| Heritage Investment Group, Inc. | 10.62% | Reduce -3.4% | 107,407 | $70.2M |
| Strategic Point Investment Advisors, LLC | 10.16% | Add +1.6% | 107,017 | $69.9M |
| BOK Financial Private Wealth, Inc. | 4.22% | Reduce -3.0% | 106,908 | $69.8M |
| Titan Global Capital Management USA LLC | 10.39% | Add +12.0% | 106,766 | $69.7M |
| Destination Wealth Management | 1.81% | Reduce -6.0% | 106,457 | $69.5M |
| PJT Investments Corp. | 27.52% | Add +177.8% | 106,282 | $69.4M |
| Baltimore-Washington Financial Advisors, Inc. | 3.00% | Add +4.0% | 106,010 | $69.2M |
| Ironwood Financial, llc | 12.09% | Add +0.3% | 105,992 | $69.2M |
| World Investment Advisors | 1.11% | Add +11.0% | 105,508 | $68.9M |
| Visionary Wealth Advisors | 3.04% | Add +1.9% | 105,311 | $68.8M |
| Affinity Capital Advisors, LLC | 9.62% | Add +1.9% | 105,019 | $68.6M |
| Towercrest Capital Management | 10.64% | Add +4.9% | 104,188 | $68.3M |
| Gladstone Institutional Advisory LLC | 2.53% | Add +24.1% | 104,466 | $68.2M |
| Pinnacle Financial Partners, Inc. | 0.52% | Add +9.2% | 104,052 | $68.0M |
| Oppenheimer & Co. Inc. | 0.83% | Reduce -1.5% | 104,059 | $68.0M |
| Ledyard National Bank | 5.88% | Reduce -11.4% | 103,789 | $67.8M |
| Passaic Partners LLC | 8.18% | Reduce -2.2% | 103,451 | $67.6M |
| Brown Wealth Management, LLC | 17.27% | Add +1.3% | 102,896 | $67.2M |
| IHT Wealth Management, LLC | 1.56% | Add +0.3% | 102,838 | $67.2M |
| CLG LLC | 16.65% | Reduce -1.1% | 102,676 | $67.1M |
| Vicus Capital | 4.89% | Reduce -2.1% | 101,778 | $66.5M |
| Golden State Wealth Management, LLC | 7.23% | Add +1.5% | 101,307 | $66.2M |
| Standpoint Asset Management, LLC | 16.05% | Reduce -3.3% | 101,300 | $66.2M |
| Midwest Trust Co | 0.82% | Add +4.1% | 101,256 | $66.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 4.87% | Reduce -1.3% | 101,081 | $66.0M |
| Stone House Investment Management, LLC | 11.80% | Add +61.0% | 100,845 | $65.9M |
| Consilio Wealth Advisors, LLC | 19.15% | Reduce -3.9% | 100,345 | $65.5M |
| Lineweaver Wealth Advisors, LLC | 8.83% | Add +1.6% | 100,233 | $65.5M |
| M Holdings Securities, Inc. | 4.42% | Reduce -3.5% | 97,699 | $65.4M |
| KMT Wealth Management, LLC | 35.53% | Add +0.0% | 100,107 | $65.4M |
| Fiducient Advisors LLC | 8.52% | Reduce -13.5% | 99,775 | $65.2M |
| Harfst & Associates, Inc. | 11.62% | Reduce -3.7% | 99,673 | $65.1M |
| Bar Harbor Wealth Management | 3.81% | Reduce -4.3% | 99,631 | $65.1M |
| Swmg, LLC | 18.57% | Add +15.8% | 99,556 | $65.0M |
| Gateway Wealth Partners, LLC | 2.52% | Add +422.8% | 99,077 | $64.7M |
| Ashton Thomas Private Wealth, LLC | 1.53% | Reduce -23.5% | 99,008 | $64.7M |
| MV Capital Management, Inc. | 6.32% | Reduce -4.7% | 98,557 | $64.4M |
| Ssi Investment Management LLC | 5.33% | Add +0.5% | 98,548 | $64.4M |
| Conning Inc. | 2.23% | Reduce -0.9% | 98,462 | $64.3M |
| Twele Capital Management, Inc. | 11.42% | Add +2.5% | 98,082 | $64.1M |
| TD Waterhouse Canada Inc. | 0.19% | Add +5.1% | 96,930 | $63.9M |
| Crescent Grove Advisors, LLC | 6.33% | Reduce -2.8% | 97,750 | $63.9M |
| Roth Financial Partners LLC | 21.78% | Add +4.1% | 97,644 | $63.8M |
| Fifth Third Securities, Inc. | 4.09% | Add +4.4% | 96,910 | $63.3M |
| Total Investment Management Inc. | 7.36% | Add +11373.6% | 96,608 | $63.1M |
| Sequoia Financial Advisors, LLC | 0.35% | Add +3.5% | 96,226 | $62.9M |
| Earned Wealth Advisors, LLC | 4.20% | Add +2.1% | 96,192 | $62.8M |
| SteelPeak Wealth, LLC | 1.97% | Add +57.6% | 96,096 | $62.8M |
| Snowden Capital Advisors LLC | 1.66% | Add +13.5% | 95,364 | $62.3M |
| Argent Trust Co | 2.11% | Add +12.1% | 95,251 | $62.2M |
| Jump Financial, LLC | 1.02% | Add +362.1% | 94,895 | $62.0M |
| HWG Holdings LP | 16.31% | Reduce -44.0% | 94,651 | $61.8M |
| Central Pacific Bank - Trust Division | 8.22% | Add +4.3% | 94,615 | $61.8M |
| Financial Management Network Inc. | 9.45% | Reduce -1.3% | 90,342 | $61.7M |
| Independent Financial Group, LLC | 1.38% | Add +0.8% | 94,167 | $61.5M |
| Parkside Investments, LLC | 7.41% | Add +1.2% | 93,393 | $61.0M |
| Beaumont Asset Management, L.L.C. | 27.45% | Add +6.5% | 93,364 | $61.0M |
| CX Institutional | 1.86% | Add +1.6% | 93,355 | $61.0M |
| Colton Groome Financial Advisors, LLC | 17.36% | Add +2.1% | 93,326 | $61.0M |
| Crestmont Private Wealth LLC | 19.03% | Reduce -1.8% | 92,445 | $60.4M |
| Bank of Stockton | 18.43% | Reduce -4.2% | 91,259 | $59.6M |
| Sovereign Investment Advisors, LLC | 12.61% | Add +0.6% | 91,163 | $59.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +549.4% | 91,039 | $59.5M |
| Beaumont Financial Advisors, LLC | 4.08% | Add +0.2% | 90,971 | $59.4M |
| May Hill Capital, LLC | 14.90% | Add +6.0% | 90,829 | $59.3M |
| Rogco, LP | 19.81% | Reduce -0.7% | 90,820 | $59.3M |
| Karpus Management, Inc. | 1.85% | Reduce -14.2% | 90,790 | $59.3M |
| Marino, Stram & Associates LLC | 10.59% | Add +2.4% | 90,246 | $58.9M |
| CM Wealth Advisors LLC | 12.53% | Add +128.3% | 90,090 | $58.8M |
| Axiom Financial Strategies, LLC | 20.71% | Add +41.0% | 90,059 | $58.8M |
| Oxford Financial Group, LTD. LLC | 3.15% | Reduce -2.9% | 89,481 | $58.4M |
| Elevation Point Wealth Partners, LLC | 1.38% | Add +503.4% | 89,076 | $58.2M |
| Marble Wealth, LLC | 10.18% | Reduce -0.3% | 89,012 | $58.1M |
| Waterford Advisors, LLC | 18.42% | Add +2.6% | 91,462 | $58.1M |
| Enclave Advisors LLC | 8.26% | Add +2.1% | 88,728 | $58.0M |
| JFS Wealth Advisors, LLC | 3.24% | Add +7.8% | 88,570 | $57.9M |
| Citigroup Inc. | 0.04% | Add +3.6% | 87,963 | $57.5M |
| Smith Chas P & Associates Pa Cpas | 3.11% | Add +9.9% | 87,812 | $57.4M |
| Ancora Advisors LLC | 1.22% | Reduce -4.2% | 87,628 | $57.2M |
| Rafferty Asset Management, LLC | 0.23% | No change | 87,516 | $57.2M |
| Sowell Financial Services LLC | 2.11% | Reduce -5.6% | 87,465 | $57.1M |
| Baron Silver Stevens Financial Advisors, LLC | 8.27% | Add +0.5% | 87,294 | $57.0M |
| Avior Wealth Management, LLC | 1.61% | Reduce -5.4% | 86,770 | $56.7M |
| AAF Wealth Management, LLC | 23.15% | Add +1.0% | 86,392 | $56.4M |
| First Financial Bank - Trust Division | 4.53% | Add +7.6% | 86,056 | $56.2M |
| Vise Technologies, Inc. | 1.10% | No change | 81,725 | $56.0M |
| Bernardo Wealth Planning LLC | 10.91% | Add +0.0% | 85,356 | $55.8M |
| Kovack Advisors, Inc. | 3.00% | Reduce -4.7% | 84,882 | $55.7M |
| Colonial Trust Advisors | 4.33% | Add +1.6% | 85,289 | $55.7M |
| Shufro Rose & Co. LLC | 3.79% | Add +11.9% | 85,201 | $55.7M |
| Greenup Street Wealth Management LLC | 7.82% | Add +0.6% | 85,021 | $55.5M |
| MKD Wealth Coaches, LLC | 54.60% | Add +4.2% | 84,945 | $55.5M |
| Rossmore Private Capital | 4.88% | Reduce -3.2% | 84,765 | $55.4M |
| Smithfield Trust Co | 2.41% | Reduce -2.1% | 84,736 | $55.4M |
| Treasurer of the State of North Carolina | 0.17% | Add +13.1% | 84,701 | $55.3M |
| Stewardship Advisors, LLC | 12.71% | Add +15.2% | 84,683 | $55.3M |
| Diversified Enterprises, LLC | 3.03% | Reduce -0.7% | 84,626 | $55.3M |
| Wealth Alliance Advisory Group, LLC | 8.73% | Add +5.7% | 84,385 | $55.1M |
| Atlanta Consulting Group Advisors, LLC | 11.82% | Add +2.3% | 84,186 | $55.0M |
| Cranbrook Wealth Management, LLC | 11.15% | Reduce -0.2% | 83,947 | $54.8M |
| Ewa, LLC | 12.40% | Add +683.7% | 83,585 | $54.6M |
| Guidance Point Advisors, LLC | 13.11% | Add +1.5% | 82,550 | $54.0M |
| High Note Wealth, LLC | 10.61% | Add +1.1% | 82,605 | $54.0M |
| GoalFusion Wealth Management, LLC | 24.38% | Add +2.8% | 82,277 | $53.7M |
| Droms Strauss Advisors Inc. /Mo/ | 14.02% | Reduce -0.6% | 82,134 | $53.7M |
| Financial Counselors Inc. | 75.71% | Add +5.3% | 82,131 | $53.6M |
| Bontempo Ohly Capital Mgmt LLC | 24.16% | Reduce -4.6% | 81,983 | $53.6M |
| Bluestem Financial Advisors, LLC | 20.66% | Add +2.6% | 81,893 | $53.5M |
| Ackerman Asset Management, LLC | 37.18% | Reduce -1.0% | 81,570 | $53.3M |
| Daybright Advisory Services, Inc. | 14.73% | Add +1.1% | 81,470 | $53.2M |
| Madrona Financial Services, LLC | 11.63% | Reduce -9.8% | 81,322 | $53.1M |
| Fidelis Capital Partners, LLC | 3.78% | Add +4.8% | 81,283 | $53.1M |
| BankPlus Wealth Management LLC | 27.35% | Add +5.9% | 81,004 | $52.9M |
| Keebeck Wealth Management | 5.94% | Add +1.7% | 80,826 | $52.8M |
| TD Capital Management LLC | 4.73% | Add +2.3% | 80,430 | $52.5M |
| Waterloo Capital, L.P. | 3.68% | Add +1.9% | 80,219 | $52.4M |
| Prospera Financial Services Inc | 0.84% | Reduce -0.7% | 80,037 | $52.3M |
| Shelter Ins Retirement Plan | 58.22% | No change | 80,061 | $52.3M |
| Howe & Rusling Inc. | 3.41% | Reduce -1.3% | 80,058 | $52.3M |
| Evercore Wealth Management, LLC | 0.82% | Add +1.7% | 79,941 | $52.2M |
| International City Management Association Retirement Corp | 26.67% | No change | 79,711 | $52.1M |
| Cornerstone Wealth Group, LLC | 3.31% | Reduce -1.7% | 72,460 | $51.2M |
| Waterway Wealth Management, LLC | 11.33% | Reduce -2.3% | 143,033 | $51.2M |
| Riverstone Advisors, LLC | 25.20% | Reduce -7.2% | 78,221 | $51.1M |
| SkyView Investment Advisors, LLC | 6.88% | Add +0.0% | 78,205 | $51.1M |
| Clear Wave Wealth Management LLC | 12.92% | — | 77,825 | $50.8M |
| SigFig Wealth Management, LLC | 1.48% | Add +13.1% | 77,493 | $50.6M |
| Stonehage Fleming Financial Services Holdings Ltd | 1.84% | Add +138.7% | 77,332 | $50.5M |
| Stratos Investment Management, LLC | 2.02% | Add +0.8% | 77,244 | $50.5M |
| Mather Group, Llc. | 0.50% | Add +7.6% | 77,090 | $50.4M |
| Peapack Gladstone Financial Corp. | 0.64% | Add +3.0% | 76,735 | $50.1M |
| Hoxton Planning & Management, LLC | 15.01% | Add +3.9% | 76,581 | $50.0M |
| Fi3 FINANCIAL ADVISORS, LLC | 14.42% | Add +13.1% | 76,471 | $50.0M |
| Acumen Wealth Advisors, LLC | 13.42% | Add +5.5% | 76,357 | $49.9M |
| Stonebridge Capital Advisors LLC | 3.49% | Add +0.9% | 76,241 | $49.8M |
| New World Advisors LLC | 8.73% | Reduce -13.1% | 76,033 | $49.7M |
| Watershed Private Wealth LLC | 15.46% | Add +13.0% | 75,889 | $49.6M |
| Newton One Investments LLC | 13.36% | Reduce -1.5% | 75,371 | $49.2M |
| Serenus Wealth Advisors, LLC | 9.80% | Reduce -4.3% | 75,259 | $49.2M |
| Wescott Financial Advisory Group, LLC | 4.30% | Add +6.0% | 75,119 | $49.1M |
| Rhumbline Advisers | 0.04% | Reduce -4.5% | 74,744 | $48.8M |
| Sage Financial Management Group, Inc. | 14.99% | Reduce -0.8% | 74,689 | $48.8M |
| SouthState Bank Corp | 2.27% | Add +4.2% | 74,444 | $48.6M |
| Nations Financial Group Inc, /Ia/ | 2.49% | Add +1.4% | 73,937 | $48.3M |
| Per Stirling Capital Management, LLC. | 5.33% | Reduce -21.4% | 73,858 | $48.2M |
| Ameritas Investment Partners, Inc. | 1.48% | Reduce -4.1% | 73,592 | $48.1M |
| Chicago Partners Investment Group LLC | 1.07% | Add +2.9% | 67,153 | $48.0M |
| Cornerstone Wealth Management, LLC | 2.39% | Reduce -2.8% | 73,210 | $47.8M |
| Sand Hill Global Advisors, LLC | 1.60% | Reduce -3.5% | 72,845 | $47.6M |
| PKS Advisory Services, LLC | 11.03% | Reduce -89.6% | 7,574 | $47.4M |
| Genoa Capital Gestora de Recursos Ltda. | 40.15% | Add +1057.8% | 72,617 | $47.4M |
| TD Private Client Wealth LLC | 0.98% | Add +10.8% | 72,567 | $47.4M |
| BlueStem Wealth Partners, LLC | 5.25% | Reduce -3.4% | 72,335 | $47.2M |
| AMS Capital Ltda | 18.34% | Add +46.3% | 72,302 | $47.2M |
| Cornerstone Advisory, LLC | 4.45% | Add +2.8% | 71,932 | $47.0M |
| Kelleher Financial Advisors | 11.98% | Add +25.0% | 75,319 | $46.9M |
| Novare Capital Management LLC | 3.71% | Add +0.4% | 71,701 | $46.8M |
| National Bank of Canada | 0.05% | Add +7.7% | 71,216 | $46.5M |
| Nixon Peabody Trust Co. | 3.70% | Add +9.9% | 71,187 | $46.5M |
| Next Capital Management LLC | 13.97% | Add +1.1% | 70,599 | $46.1M |
| American Century Companies Inc. | 0.02% | Add +20.7% | 70,371 | $46.0M |
| Certuity, LLC | 3.01% | Add +6.8% | 70,753 | $45.9M |
| Vestor Capital, LLC | 3.32% | Add +11583.7% | 70,219 | $45.9M |
| Lakeshore Financial Planning, Inc. | 16.62% | Reduce -15.2% | 70,186 | $45.8M |
| Mgo One Seven LLC | 0.92% | Add +10.8% | 70,084 | $45.8M |
| Armor Investment Advisors, LLC | 16.39% | Add +9.1% | 69,615 | $45.5M |
| Legacy Wealth Partners, LLC | 11.35% | Reduce -13.2% | 69,296 | $45.3M |
| Highland Capital Management, LLC | 2.40% | Reduce -24.2% | 69,273 | $45.2M |
| Silvercrest Asset Management Group LLC | 0.33% | Reduce -3.8% | 69,258 | $45.2M |
| MCF Advisors LLC | 1.98% | Reduce -0.4% | 69,242 | $45.2M |
| Kapitalo Investimentos Ltda | 8.52% | New | 69,214 | $45.2M |
| 1900 Wealth Management LLC | 2.90% | Add +0.3% | 69,133 | $45.2M |
| Portland Global Advisors LLC | 4.81% | Add +4.8% | 69,121 | $45.2M |
| GAMCO Investors | 0.44% | Reduce -0.2% | 69,048 | $45.1M |
| Alpha Financial Partners LLC | 26.67% | Add +0.6% | 68,964 | $45.0M |
| Bailard, Inc. | 1.03% | Reduce -1.4% | 68,901 | $45.0M |
| Chokshi & Queen Wealth Advisors, Inc | 24.05% | Add +1.6% | 68,895 | $45.0M |
| Spreng Capital Management, Inc. | 21.19% | Reduce -6.1% | 68,788 | $44.9M |
| Pps&v Asset Management Consultants, Inc. | 27.39% | Reduce -1.5% | 68,676 | $44.9M |
| CreativeOne Wealth, LLC | 1.04% | Add +5.6% | 68,640 | $44.8M |
| First Manhattan Co. Llc. | 0.12% | Add +70.2% | 68,461 | $44.7M |
| Latko Wealth Management, Ltd. | 21.78% | Reduce -2.0% | 68,381 | $44.7M |
| Corepath Wealth Partners LLC | 29.93% | Reduce -0.9% | 65,371 | $44.4M |
| Shepherd Financial Partners LLC | 4.20% | Add +46.7% | 67,819 | $44.3M |
| Integrity Investment Advisors, LLC | 23.99% | Add +3.1% | 67,728 | $44.2M |
| Capital Planning LLC | 14.37% | Add +1.3% | 67,613 | $44.2M |
| Wealthcare Advisory Partners LLC | 0.85% | Add +0.4% | 67,213 | $43.9M |
| Nolet Wealth Management, LLC | 24.66% | Add +8.9% | 66,356 | $43.3M |
| U.S. Capital Wealth Advisors, LLC | 1.09% | Add +3.9% | 66,056 | $43.1M |
| Salus Financial Advisors, LLC | 25.14% | Add +1.2% | 65,994 | $43.1M |
| City National Bank of Florida | 25.66% | Add +13.7% | 65,894 | $43.0M |
| PCA Investment Advisory Services Inc. | 14.35% | Add +3.8% | 65,656 | $43.0M |
| Arkansas Financial Group, Inc. | 5.99% | Add +3.0% | 63,278 | $43.0M |
| Snider Financial Group | 12.92% | Add +4.6% | 65,537 | $42.8M |
| Ironwood Wealth Management, LLC. | 12.23% | Add +7.4% | 65,289 | $42.6M |
| Washington Trust Bank | 3.14% | Reduce -3.1% | 65,161 | $42.6M |
| WealthBridge Capital Management, LLC | 9.79% | Add +0.1% | 65,078 | $42.5M |
| Tandem Financial, LLC | 14.37% | Add +17284.2% | 65,017 | $42.5M |
| RFG - Bristol Wealth Advisors, LLC | 11.46% | Add +3.5% | 65,004 | $42.5M |
| NDWM LLC | 27.48% | Reduce -4.7% | 64,866 | $42.4M |
| Blue Trust, Inc. | 0.48% | Add +13.6% | 64,771 | $42.3M |
| Valmark Advisers, Inc. | 0.50% | Add +0.3% | 64,741 | $42.3M |
| Peak Planning Group, LLC | 11.63% | Add +6.0% | 64,215 | $41.9M |
| Landing Point Financial Group, LLC | 20.30% | Add +6.1% | 64,039 | $41.8M |
| Sentinel Advisory Group, LLC | 20.36% | — | 63,977 | $41.8M |
| Ames National Corp. | 24.92% | Add +2.1% | 63,573 | $41.5M |
| Capital Advisors Wealth Management, LLC | 5.55% | Add +2.0% | 63,290 | $41.3M |
| One Capital Management, LLC | 1.13% | Add +3.4% | 62,839 | $41.0M |
| Wealth Alliance, LLC | 4.05% | Add +12.9% | 62,811 | $41.0M |
| Bare Financial Services, Inc | 10.80% | Add +1.4% | 62,532 | $40.8M |
| Coastline Trust Co | 4.03% | Add +0.4% | 62,233 | $40.7M |
| VestGen Advisors, LLC | 1.14% | Add +10.5% | 54,701 | $40.6M |
| Axxcess Wealth Management, LLC | 1.30% | Reduce -5.8% | 61,936 | $40.5M |
| PAX Financial Group, LLC | 6.88% | Add +36.0% | 61,703 | $40.3M |
| Fort Henry Capital, LLC | 24.37% | Add +0.7% | 61,695 | $40.3M |
| Patriot Financial Group Insurance Agency, LLC | 2.27% | Add +100.6% | 61,386 | $40.1M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -86.1% | 61,105 | $39.9M |
| Napier Financial, LLC | 9.15% | Add +0.4% | 61,091 | $39.9M |
| Morris Financial Concepts, Inc. | 13.47% | Add +1.3% | 60,745 | $39.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 4.61% | Add +29.8% | 60,671 | $39.6M |
| LCW Services, LLC | 19.69% | Add +6.2% | 60,680 | $39.6M |
| O'shaughnessy Asset Management, LLC | 0.20% | Add +20.3% | 60,607 | $39.6M |
| Dorsey & Whitney Trust CO LLC | 2.17% | Reduce -5.4% | 60,488 | $39.5M |
| Fulton Bank, N.A. | 1.39% | Add +2.3% | 60,252 | $39.4M |
| Vermillion & White Wealth Management Group, LLC | 22.65% | Add +1.9% | 60,225 | $39.3M |
| SWS Partners | 9.69% | Add +3.5% | 60,166 | $39.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.57% | Reduce -10.8% | 60,105 | $39.3M |
| KMG Fiduciary Partners, LLC | 2.90% | Reduce -9.8% | 60,055 | $39.2M |
| Cisco Systems, Inc. | 12.36% | No change | 60,000 | $39.2M |
| Mann Financial Group, Inc. | 36.89% | Add +3.9% | 59,978 | $39.2M |
| Kelly Financial Services LLC | 9.43% | Add +45.1% | 59,936 | $39.0M |
| Valley Financial Group, Inc. | 21.04% | Add +3.9% | 59,696 | $39.0M |
| David J Yvars Group | 21.75% | Reduce -0.2% | 59,583 | $38.9M |
| ZynergyRetirementPlanningLLC | 23.51% | Add +4.2% | 59,518 | $38.9M |
| Kapstone Financial Advisors LLC | 19.04% | Add +2.4% | 59,504 | $38.9M |
| Somnio Financial Group, LLC | 25.40% | Add +1.2% | 59,185 | $38.7M |
| GC Wealth Management RIA, LLC | 1.59% | Add +62.0% | 58,936 | $38.5M |
| Apollon Financial, LLC | 5.32% | Add +0.8% | 58,800 | $38.4M |
| Palatine Hill Wealth Management, LLC | 33.37% | Reduce -3.7% | 58,678 | $38.3M |
| Pettinga Financial Advisors LLC | 7.21% | Add +27.2% | 58,613 | $38.3M |
| Panoramic Capital Partners, LLC | 23.58% | Add +2.7% | 58,594 | $38.3M |
| CBIZ Investment Advisory Services, LLC | 1.40% | Reduce -2.2% | 58,356 | $38.2M |
| Norris Perne & French LLP | 1.86% | Reduce -4.5% | 58,418 | $38.2M |
| USA Financial Formulas | 7.19% | Reduce -50.9% | 58,368 | $38.1M |
| Windsor Capital Management, LLC | 11.38% | Reduce -1.2% | 58,335 | $38.1M |
| PACK Private Wealth, LLC | 17.48% | Add +3.3% | 58,274 | $38.1M |
| Mizuho Markets Cayman LP | 2.04% | No change | 58,000 | $37.9M |
| Sovran Advisors, LLC | 2.97% | Add +18.7% | 52,414 | $37.8M |
| Adirondack Capital Advisors, LLC | 24.30% | Add +4.9% | 57,925 | $37.8M |
| Mayflower Financial Advisors, LLC | 4.55% | Reduce -0.7% | 57,250 | $37.4M |
| Bellwether Advisors, LLC | 6.31% | Reduce -0.3% | 57,017 | $37.2M |
| Advanced Asset Management Advisors Inc | 10.28% | No change | 57,000 | $37.2M |
| New Insight Wealth Advisors | 13.35% | Add +2.4% | 56,976 | $37.2M |
| Avondale Wealth Management | 18.29% | Reduce -0.5% | 56,968 | $37.2M |
| Legacy Advisors, LLC | 4.37% | Reduce -4.7% | 56,722 | $37.1M |
| Apeiron RIA LLC | 8.58% | Reduce -11.2% | 56,700 | $37.0M |
| Sheets Smith Wealth Management | 4.17% | Add +1.3% | 56,651 | $37.0M |
| Wealth Quarterback LLC | 14.54% | Reduce -31.9% | 56,554 | $36.9M |
| German American Bancorp, Inc. | 3.17% | Reduce -8.0% | 56,439 | $36.9M |
| Gradient Investments LLC | 0.57% | Add +107.2% | 56,204 | $36.7M |
| Enzi Wealth | 12.73% | Add +2.4% | 56,154 | $36.7M |
| Buska Wealth Management, LLC | 14.70% | Reduce -13.8% | 56,015 | $36.6M |
| First Horizon Corp. | 1.53% | Reduce -2.1% | 55,844 | $36.5M |
| NewEdge Wealth, LLC | 0.43% | Add +37.8% | 55,783 | $36.4M |
| Rehmann Capital Advisory Group | 1.89% | Reduce -5.1% | 55,694 | $36.4M |
| Fortitude Family Office, LLC | 8.17% | Add +9.9% | 55,650 | $36.4M |
| Keystone Financial Services | 10.66% | Add +38.8% | 55,611 | $36.3M |
| HRT Financial LP | 0.09% | New | 55,530 | $36.3M |
| Greenwood Capital Associates LLC | 3.98% | Reduce -7.3% | 55,265 | $36.1M |
| Integris Wealth Management, LLC | 8.28% | Reduce -1.4% | 55,145 | $36.0M |
| Retirement Income Solutions, Inc. | 6.15% | Reduce -1.0% | 55,070 | $36.0M |
| Sachem Hill LLC | 6.94% | Reduce -1.6% | 54,846 | $35.8M |
| Monograph Wealth Advisors, LLC | 3.40% | No change | 54,837 | $35.8M |
| Alliance Wealth Management Group | 7.82% | Add +5.2% | 54,712 | $35.8M |
| Atwater Malick LLC | 9.66% | Add +7.5% | 54,723 | $35.7M |
| Elevated Financial Group LLC | 11.82% | Add +6.4% | 54,578 | $35.7M |
| Chemung Canal Trust Co. | 7.21% | Reduce -0.1% | 54,566 | $35.6M |
| Durante & Waters, LLC | 25.80% | Add +0.3% | 54,566 | $35.6M |
| Private Client Services, LLC | 10.66% | Add +3.0% | 54,566 | $35.6M |
| Beacon Financial Planning, Inc. | 13.80% | Add +11.4% | 54,553 | $35.6M |
| SVB Wealth LLC | 2.34% | Add +7.9% | 54,435 | $35.6M |
| Aurdan Capital Management, LLC | 10.67% | Add +2.0% | 54,411 | $35.5M |
| IFP Advisors, Inc | 0.73% | Add +4.8% | 54,205 | $35.4M |
| WealthShield Partners, LLC | 3.93% | Add +16.0% | 53,959 | $35.2M |
| Parr McKnight Wealth Management Group, LLC | 4.60% | Add +1.3% | 53,726 | $35.1M |
| Clear Creek Financial Management, LLC | 2.69% | Reduce -3.8% | 53,682 | $35.1M |
| Ballew Advisors, Inc | 19.75% | Reduce -1.2% | 51,277 | $35.0M |
| Curry Webb Wealth Management LLC | 16.52% | Add +91.8% | 53,507 | $35.0M |
| Voya Financial Advisors, Inc. | 3.48% | Reduce -1.8% | 54,847 | $34.9M |
| Orin Green Financial, LLC | 14.26% | Reduce -0.1% | 53,221 | $34.8M |
| Gradient Capital Advisors, LLC | 8.96% | Add +1.4% | 52,890 | $34.5M |
| Rational Advisors, Inc. | 3.75% | Reduce -22.1% | 52,767 | $34.5M |
| Simplicity Wealth,LLC | 1.95% | Add +20.7% | 52,766 | $34.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.35% | Add +3.6% | 52,734 | $34.4M |
| Cypress Financial Planning LLC | 9.57% | Add +3.0% | 52,574 | $34.3M |
| Sfmg, LLC | 2.35% | Reduce -0.9% | 52,475 | $34.3M |
| Kanawha Capital Management LLC | 2.41% | Reduce -1.0% | 52,380 | $34.2M |
| Kintra Wealth, LLC | 2.42% | Add +565.3% | 52,351 | $34.2M |
| Boulder Wealth Advisors, LLC | 13.64% | Reduce -25.0% | 52,321 | $34.2M |
| Capital Group Private Client Services, Inc. | 0.58% | Add +122.5% | 52,247 | $34.1M |
| Cambient Family Office, LLC | 4.76% | Add +2.8% | 52,189 | $34.1M |
| Sonoma Allocations LLC | 11.76% | Reduce -5.8% | 51,544 | $34.1M |
| B. Riley Wealth Advisors, Inc. | 2.20% | Reduce -11.2% | 53,667 | $34.1M |
| Atlantic Family Wealth, LLC | 24.58% | Add +1.9% | 52,094 | $34.0M |
| Nottingham Advisors, Inc. | 4.37% | Add +8.5% | 52,008 | $34.0M |
| Vestmark Advisory Solutions, Inc. | 0.37% | Add +35.8% | 51,747 | $33.8M |
| Verus Financial Partners, Inc. | 3.03% | Add +0.0% | 47,862 | $33.7M |
| ONE Advisory Partners, LLC | 10.34% | Add +29.6% | 51,380 | $33.6M |
| Integrated Capital Management, LLC | 14.15% | Add +0.5% | 51,346 | $33.5M |
| Atlas Legacy Advisors, LLC | 6.12% | Reduce -4.6% | 51,232 | $33.5M |
| Camelot Technology Advisors, Inc. | 24.55% | Reduce -8.9% | 51,182 | $33.4M |
| RiverGlades Family Offices LLC | 19.65% | — | 51,172 | $33.4M |
| Tiaa Trust, National Association | 2.01% | Reduce -91.5% | 50,620 | $33.1M |
| HCR Wealth Advisors | 3.43% | Reduce -0.7% | 50,596 | $33.1M |
| Syon Capital LLC | 1.66% | Reduce -1.3% | 50,468 | $33.0M |
| Brighton Jones LLC | 0.73% | New | 50,309 | $32.9M |
| Okabena Investment Services Inc. | 6.31% | Add +3.7% | 50,123 | $32.7M |
| Hengehold Capital Management LLC | 2.86% | Add +31.8% | 50,074 | $32.7M |
| VeraBank, N.A. | 5.98% | Add +2.0% | 49,996 | $32.7M |
| NorthLanding Financial Partners, LLC | 26.29% | Add +2.1% | 49,922 | $32.6M |
| Elk River Wealth Management LLC | 5.39% | Reduce -0.9% | 49,649 | $32.4M |
| Dynamic Advisor Solutions LLC | 1.02% | Add +3.8% | 49,570 | $32.4M |
| Exencial Wealth Advisors, LLC | 1.00% | Reduce -4.8% | 49,402 | $32.3M |
| WCG Wealth Advisors LLC | 0.90% | Reduce -29.1% | 49,286 | $32.2M |
| Verus Capital Partners, LLC | 2.21% | Add +4.8% | 49,228 | $32.2M |
| J.E. Simmons & Co., P.C. | 21.46% | Reduce -3.3% | 49,125 | $32.1M |
| Belpointe Asset Management LLC | 1.16% | Add +22.6% | 48,759 | $31.9M |
| Lee, Kelleher & Klein Wealth Management | 18.94% | Add +1.5% | 48,741 | $31.8M |
| Benjamin Edwards Inc. | 0.32% | Add +3.6% | 48,528 | $31.8M |
| Middleton & Co. Inc. | 3.61% | Add +1.3% | 48,460 | $31.7M |
| CoreCap Advisors, LLC | 1.07% | Reduce -21.4% | 48,313 | $31.6M |
| Scotia Capital Inc. | 0.13% | Add +14.4% | 48,284 | $31.5M |
| Flagship Private Wealth, LLC | 12.80% | Reduce -3.2% | 48,265 | $31.5M |
| Ameritas Advisory Services, LLC | 1.22% | Reduce -10.1% | 48,117 | $31.4M |
| Carbahal Olsen Financial Services Group, LLC | 25.09% | Add +0.9% | 48,056 | $31.4M |
| Illinois Municipal Retirement Fund | 0.40% | Add +149.5% | 47,900 | $31.3M |
| Client First Capital LLC | 13.71% | Add +9.5% | 47,741 | $31.2M |
| Soltis Investment Advisors LLC | 2.02% | Reduce -6.8% | 47,660 | $31.1M |
| Aptus Capital Advisors, LLC | 0.26% | Add +2.5% | 47,455 | $31.0M |
| River Wealth Advisors LLC | 3.56% | Reduce -8.5% | 47,449 | $31.0M |
| Pinion Investment Advisors, LLC | 7.22% | Add +14.8% | 47,335 | $30.9M |
| Lantz Financial LLC | 6.34% | Add +10.9% | 46,947 | $30.7M |
| Community Bank, N.A. | 3.65% | Add +0.1% | 46,895 | $30.6M |
| Meridian Management Co. | 7.61% | Reduce -8.9% | 46,829 | $30.6M |
| BridgePort Financial Solutions, LLC | 8.67% | Add +2.6% | 46,801 | $30.6M |
| PFG Private Wealth Management, LLC | 12.91% | Add +2.6% | 46,597 | $30.4M |
| CIBC Asset Management Inc | 0.07% | Add +10.0% | 46,439 | $30.3M |
| Westwood Holdings Group Inc. | 0.22% | Reduce -32.7% | 46,433 | $30.3M |
| IFS Advisors, LLC | 15.63% | Reduce -0.9% | 46,422 | $30.3M |
| CFS Investment Advisory Services, LLC | 2.09% | Reduce -13.9% | 42,482 | $30.3M |
| Adapt Wealth Advisors, LLC | 10.93% | Add +2.9% | 46,187 | $30.2M |
| Sandy Cove Advisors, LLC | 9.01% | Reduce -0.7% | 46,084 | $30.1M |
| Compass Financial Group, Inc. | 13.57% | Reduce -0.8% | 46,055 | $30.1M |
| Advyzon Investment Management, LLC | 2.69% | Add +58.0% | 46,037 | $30.1M |
| Cypress Wealth Services, LLC | 4.23% | Add +9.0% | 45,887 | $30.0M |
| Altus Wealth Group LLC | 12.25% | Reduce -1.9% | 45,781 | $29.9M |
| Cascade Financial Partners, LLC | 3.07% | Reduce -0.1% | 45,597 | $29.8M |
| Pennsylvania Capital Management Inc. | 8.55% | Reduce -0.6% | 45,592 | $29.8M |
| Meridian Wealth Management, LLC | 1.06% | Reduce -0.4% | 45,451 | $29.7M |
| Verger Capital Management LLC | 8.76% | Add +0.3% | 45,466 | $29.7M |
| a16z Perennial Management, L.P. | 2.46% | No change | 45,250 | $29.6M |
| OpenArc Corporate Advisory, LLC | 0.42% | Add +29.3% | 45,161 | $29.5M |
| Adaptive Financial Consulting, LLC | 11.26% | Add +3.8% | 45,029 | $29.4M |
| Silverleafe Capital Partners, LLC | 8.86% | Add +0.1% | 45,014 | $29.4M |
| JHP Wealth Management, LLC | 28.04% | Add +0.8% | 44,900 | $29.3M |
| Western Wealth Management, LLC | 1.12% | Add +35.5% | 44,876 | $29.3M |
| Nadler Financial Group, Inc. | 2.82% | Add +6.5% | 44,738 | $29.2M |
| Cornerstone Advisors Asset Management, LLC | 4.50% | Reduce -3.4% | 44,620 | $29.1M |
| Grove Bank & Trust | 3.29% | Reduce -2.7% | 44,565 | $29.1M |
| Matrix Trust Co | 4.83% | Reduce -0.5% | 44,530 | $29.1M |
| Patton Albertson Miller Group, LLC | 3.45% | Reduce -0.6% | 44,517 | $29.1M |
| E Fund Management (Hong Kong) Co., Ltd. | 13.21% | Add +7.3% | 44,471 | $29.0M |
| E Fund Management Co., Ltd. | 0.86% | — | 44,471 | $29.0M |
| Custos Family Office, LLC | 20.11% | Reduce -1.6% | 44,408 | $29.0M |
| Hicks Capital Management LLC | 29.00% | Reduce -0.0% | 44,377 | $29.0M |
| Powerhouse Assets LLC | 25.18% | Add +2.2% | 44,304 | $28.9M |
| Fairman Group, LLC | 24.69% | Add +5.1% | 44,209 | $28.9M |
| Liberty Wealth Management LLC | 3.60% | Add +9.3% | 44,109 | $28.8M |
| Moody National Bank Trust Division | 2.74% | No change | 43,985 | $28.7M |
| SageView Advisory Group, LLC | 1.05% | Add +3.5% | 43,872 | $28.7M |
| Acima Private Wealth, LLC | 8.98% | Add +2.0% | 43,808 | $28.6M |
| Trek Financial, LLC | 1.51% | Add +44.3% | 43,477 | $28.4M |
| Summit Wealth Partners, LLC | 4.48% | Add +4.1% | 43,350 | $28.3M |
| Catalyst Private Wealth, LLC | 15.27% | Add +0.8% | 43,158 | $28.2M |
| Naples Global Advisors, LLC | 2.05% | Add +4.0% | 43,086 | $28.1M |
| Legacy Trust | 5.39% | Add +8.3% | 43,030 | $28.1M |
| Diversified Trust Co. | 0.52% | Reduce -7.0% | 43,023 | $28.1M |
| CacheTech Inc. | 5.39% | Add +1.7% | 42,820 | $28.0M |
| Bedminster, LLC | 25.99% | Reduce -7.5% | 42,774 | $27.9M |
| Alpine Bank Wealth Management | 4.04% | Reduce -0.1% | 42,537 | $27.8M |
| Intrepid Financial Planning Group LLC | 11.12% | Reduce -2.0% | 42,186 | $27.6M |
| Financial Life Planners | 21.09% | Add +0.4% | 42,107 | $27.5M |
| Dagco, Inc. | 5.94% | Add +8.3% | 41,967 | $27.4M |
| Advus Financial Partners, LLC | 6.85% | Reduce -0.1% | 41,900 | $27.4M |
| Sanchez Wealth Management Group | 5.91% | Reduce -0.1% | 41,801 | $27.3M |
| Fidelis Wealth Advisors LLC | 39.73% | Add +1.6% | 41,758 | $27.3M |
| Adams Wealth Management | 5.98% | Add +1.1% | 41,716 | $27.2M |
| Abound Wealth Management | 6.17% | Add +3.9% | 41,600 | $27.2M |
| Miramontes Capital, LLC | 9.41% | Reduce -0.2% | 41,594 | $27.2M |
| Legacy Financial Group LLC | 3.38% | Add +44.9% | 41,188 | $26.9M |
| Keystone Wealth Services, LLC | 5.74% | Add +0.4% | 41,109 | $26.9M |
| Peddock Capital Advisors, LLC | 5.92% | Add +4.7% | 41,068 | $26.8M |
| Moller Wealth Partners | 5.29% | Add +13.1% | 41,031 | $26.8M |
| AlphaCore Capital LLC | 0.64% | Reduce -13.1% | 40,994 | $26.8M |
| Birch Hill Investment Advisors LLC | 1.20% | Reduce -0.5% | 40,813 | $26.7M |
| Hubbell Strickland Wealth Management, LLC | 10.59% | Add +2.5% | 40,678 | $26.6M |
| Nicolet Bankshares Inc. | 0.98% | Add +159.8% | 40,521 | $26.6M |
| Wick Capital Partners, LLC | 4.84% | Add +6.0% | 40,644 | $26.5M |
| Cary Street Partners Financial LLC | 0.66% | Reduce -3.5% | 40,573 | $26.5M |
| Aspen Grove Capital, LLC | 5.14% | Add +0.3% | 40,457 | $26.4M |
| JMG Financial Group, Ltd. | 0.73% | Reduce -1.5% | 40,441 | $26.4M |
| Destiny Capital Corp | 14.07% | Add +1.7% | 40,416 | $26.4M |
| Riverpoint Wealth Management Holdings, LLC | 5.61% | Add +1.6% | 40,379 | $26.4M |
| Vivid Wealth Management, LLC | 10.67% | Add +0.1% | 40,355 | $26.4M |
| William Howard & Co Financial Advisors Inc | 22.75% | Reduce -1.0% | 40,329 | $26.3M |
| WHI TRUST Co LLC | 19.84% | Add +1.4% | 40,316 | $26.3M |
| Members Wealth LLC | 15.71% | Add +4.0% | 36,793 | $26.3M |
| Commonwealth Financial Services, LLC | 4.16% | Add +6.7% | 40,217 | $26.3M |
| First National Bank of Hutchinson | 16.75% | Reduce -5.5% | 40,154 | $26.2M |
| Richwood Investment Advisors, LLC | 20.21% | Add +1.4% | 40,152 | $26.2M |
| Drive Wealth Management, LLC | 5.51% | Reduce -2.2% | 39,993 | $26.1M |
| Beacon Investment Advisory Services, Inc. | 1.09% | Reduce -1.4% | 39,978 | $26.1M |
| Townsend Financial Planning, LLC | 25.23% | Add +2.9% | 39,909 | $26.1M |
| Prairieview Wealth Partners, LLC | 21.37% | Add +0.9% | 39,909 | $26.1M |
| Beacon Financial Group | 2.59% | Add +24.4% | 39,783 | $26.0M |
| Southern Capital Advisors, LLC | 12.15% | Add +6.6% | 39,736 | $26.0M |
| Park Place Capital Corp | 5.19% | Add +12.6% | 39,589 | $25.9M |
| Investment Advisory Services Group LLC | 22.49% | Add +7.3% | 39,572 | $25.8M |
| Essex Financial Services, Inc. | 1.44% | Add +0.8% | 39,413 | $25.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.82% | Reduce -5.0% | 39,387 | $25.7M |
| LGL Partners, LLC | 10.57% | Add +9.5% | 39,304 | $25.7M |
| Teachers Insurance & Annuity Association of America | 32.18% | No change | 39,280 | $25.7M |
| Evermay Wealth Management LLC | 2.84% | Reduce -1.4% | 39,263 | $25.6M |
| Signaturefd, LLC | 0.39% | Reduce -19.1% | 39,143 | $25.6M |
| Eldridge Investment Advisors, Inc. | 5.59% | Reduce -1.3% | 39,024 | $25.5M |
| New England Asset Management Inc. | 3.35% | No change | 38,985 | $25.5M |
| Human Investing LLC | 3.70% | Reduce -1.3% | 38,922 | $25.4M |
| Fairway Wealth LLC | 6.70% | Add +0.6% | 38,886 | $25.4M |
| Sterling Investment Advisors LLC | 12.17% | Add +2.5% | 38,837 | $25.4M |
| Wealth Dimensions Group, Ltd. | 4.99% | Reduce -2.1% | 38,809 | $25.4M |
| Traveka Wealth, LLC | 9.63% | Add +49.0% | 38,624 | $25.2M |
| Sunbeam Capital Management, LLC | 14.33% | Add +16.3% | 38,338 | $25.0M |
| Stephenson & Company, Inc. | 13.57% | Add +5.1% | 38,328 | $25.0M |
| IAG Wealth Partners, LLC | 2.79% | Reduce -0.2% | 38,259 | $25.0M |
| TBH Global Asset Management, LLC | 5.03% | New | 38,085 | $25.0M |
| Eley Financial Management, Inc | 8.96% | Reduce -3.5% | 37,988 | $24.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +132.9% | 37,930 | $24.8M |
| VERITY Wealth Advisors | 16.48% | Reduce -0.2% | 37,776 | $24.7M |
| Keyvantage Wealth, LLC | 10.87% | Add +5.5% | 37,752 | $24.7M |
| American Wealth Advisors, LLC | 25.60% | Reduce -3.0% | 37,613 | $24.6M |
| Arvest Investments, Inc. | 3.34% | Add +4.9% | 37,511 | $24.5M |
| Gilbert Capital Group, Inc. | 18.82% | Reduce -1.0% | 37,280 | $24.4M |
| McAdam, LLC | 1.10% | Reduce -1.8% | 37,249 | $24.3M |
| Yukon Wealth Management, Inc. | 14.52% | Add +0.7% | 37,238 | $24.3M |
| Fusion Family Wealth, LLC | 1.80% | No change | 36,869 | $24.2M |
| London Co. of Virginia | 0.15% | Reduce -11.5% | 36,908 | $24.1M |
| Kastel Capital Advisors, LLC | 14.77% | No change | 35,140 | $24.1M |
| Nova R Wealth, Inc. | 7.66% | Reduce -1.1% | 36,758 | $24.0M |
| Orion Capital Management LLC | 8.27% | Reduce -0.3% | 36,695 | $24.0M |
| Bfsg, LLC | 2.27% | Reduce -10.4% | 36,589 | $23.9M |
| Colonial Trust Co / SC | 3.25% | Add +10.7% | 36,589 | $23.9M |
| Hilltop Wealth Advisors, LLC | 14.25% | Reduce -0.1% | 36,399 | $23.8M |
| CVA Family Office, LLC | 2.50% | Add +2.5% | 36,387 | $23.8M |
| XML Financial, LLC | 1.92% | Add +3.6% | 36,340 | $23.7M |
| Trademark Financial Management, LLC | 11.59% | Add +10.9% | 36,227 | $23.7M |
| Diversified Portfolios, Inc. | 1.94% | Add +1.6% | 36,119 | $23.6M |
| Mission Wealth Management, LP | 0.49% | Reduce -2.0% | 35,992 | $23.5M |
| Vericrest Private Wealth | 21.06% | Add +0.5% | 35,947 | $23.5M |
| Charles Schwab Trust Co | 1.52% | Reduce -6.9% | 35,928 | $23.5M |
| Madison Wealth Partners, Inc | 3.73% | Add +3.5% | 35,847 | $23.4M |
| Ascent Group, LLC | 0.81% | Reduce -0.0% | 35,790 | $23.4M |
| Tepp RIA, LLC | 18.31% | Add +4.0% | 35,785 | $23.4M |
| Stevens Capital Partners | 5.61% | Reduce -0.5% | 35,745 | $23.3M |
| One Wealth Advisors, LLC | 2.91% | Reduce -1.6% | 35,739 | $23.3M |
| Saiph Capital, LLC | 8.81% | Reduce -0.3% | 35,655 | $23.3M |
| DeDora Capital, Inc. | 5.71% | Reduce -0.0% | 35,652 | $23.3M |
| TAGStone Capital, Inc. | 8.23% | Add +2.9% | 35,621 | $23.3M |
| Cynosure Group, LLC | 2.90% | Reduce -96.1% | 35,422 | $23.2M |
| Willis Johnson & Associates, Inc. | 1.35% | Add +2.5% | 35,475 | $23.2M |
| Jackson Wealth Management, LLC | 2.38% | Add +0.3% | 35,467 | $23.2M |
| Emergent Wealth Advisors, LLC | 13.52% | Add +1.6% | 35,017 | $22.9M |
| Bradley Foster & Sargent Inc. | 0.35% | Reduce -0.7% | 34,883 | $22.8M |
| Synergy Investment Management, LLC | 7.41% | Add +37.9% | 34,684 | $22.7M |
| Summit Trail Advisors, LLC | 0.32% | Add +73.4% | 34,677 | $22.7M |
| AtlasMark Financial, Inc | 14.61% | No change | 33,034 | $22.6M |
| 4J Wealth Management LLC | 12.86% | Reduce -9.6% | 34,633 | $22.6M |
| Shared Vision Wealth Group LLC | 9.20% | Reduce -4.6% | 34,527 | $22.6M |
| Grey Ledge Advisors, LLC | 5.08% | Reduce -0.1% | 34,438 | $22.5M |
| Walkner Condon Financial Advisors LLC | 2.96% | Reduce -0.7% | 34,329 | $22.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.31% | Reduce -34.0% | 34,300 | $22.4M |
| Mill Creek Capital Advisors, LLC | 0.46% | Add +4.8% | 34,276 | $22.4M |
| Kraft, Davis & Associates, LLC | 4.77% | Reduce -3.6% | 30,995 | $22.4M |
| Able Wealth Management LLC | 5.94% | Add +163.1% | 34,031 | $22.2M |
| Certified Advisory Corp | 1.99% | Reduce -2.5% | 33,936 | $22.2M |
| Providence Financial Advisors, LLC | 12.60% | Add +2.2% | 33,835 | $22.1M |
| Sageworth Trust Co | 0.95% | Reduce -0.0% | 33,756 | $22.0M |
| Life Line Wealth Management LLC | 9.79% | Add +4.9% | 33,552 | $21.9M |
| Ameliora Wealth Management Ltd. | 6.98% | Reduce -2.6% | 33,542 | $21.9M |
| Rothschild Wealth LLC | 1.98% | Add +15.1% | 33,510 | $21.9M |
| SBI Securities Co., Ltd. | 0.60% | Reduce -1.2% | 33,482 | $21.9M |
| Van Hulzen Asset Management, LLC | 1.63% | Add +0.3% | 33,445 | $21.8M |
| Lynch & Associates | 4.10% | Add +0.3% | 33,408 | $21.8M |
| Waldron Private Wealth LLC | 0.85% | Reduce -9.4% | 33,271 | $21.7M |
| WBH Advisory Inc. | 1.62% | Reduce -0.4% | 32,892 | $21.6M |
| Wedbush Securities Inc. | 0.63% | Add +2.8% | 33,124 | $21.6M |
| Insight 2811, Inc. | 9.39% | Add +3.0% | 33,058 | $21.6M |
| Rock Creek Group LLC | 2.18% | No change | 32,994 | $21.6M |
| Congress Park Capital LLC | 6.61% | Add +5.8% | 32,937 | $21.5M |
| Holland Advisory Services, Inc. | 28.80% | Add +0.2% | 32,907 | $21.5M |
| Great Valley Advisor Group, Inc. | 0.39% | Add +4.5% | 32,875 | $21.5M |
| Williams Financial, LLC | 12.50% | Reduce -0.2% | 32,865 | $21.5M |
| Cypress Capital Group | 2.41% | Reduce -1.6% | 32,862 | $21.5M |
| Compagnie Lombard Odier SCmA | 0.26% | Add +7.9% | 32,758 | $21.4M |
| Sherman Asset Management, Inc. | 19.67% | Reduce -0.1% | 32,734 | $21.4M |
| Jeter Robert S II | 21.27% | — | 28,819 | $21.4M |
| Invst, LLC | 2.41% | Add +26.4% | 32,632 | $21.3M |
| Sage Advisory Services, Ltd.Co. | 11.64% | Reduce -5.8% | 32,538 | $21.3M |
| Shelter Mutual Insurance Co | 4.72% | Add +1.9% | 32,494 | $21.2M |
| Common Fund for Nonprofit Organizations | 2.04% | Add +11.6% | 32,291 | $21.1M |
| Pacific Financial Group Inc. | 11.30% | Reduce -8.1% | 32,104 | $21.0M |
| EverSource Wealth Advisors, LLC | 0.64% | Add +0.5% | 32,099 | $21.0M |
| Avestar Capital, LLC | 1.43% | Reduce -0.3% | 32,028 | $20.9M |
| Ade, LLC | 10.00% | Add +1.3% | 31,942 | $20.9M |
| Summit Asset Management, LLC | 2.90% | Add +0.0% | 31,893 | $20.8M |
| Nwam LLC | 1.19% | Reduce -23.7% | 31,777 | $20.8M |
| Hemming& Wealth Management, Inc. | 14.49% | Add +16.7% | 31,768 | $20.8M |
| Kilter Group LLC | 8.93% | Add +14.8% | 31,661 | $20.7M |
| Harbor Group, Inc. | 2.98% | Add +0.3% | 31,593 | $20.6M |
| Astra Wealth Partners LLC | 12.99% | Add +2.5% | 31,531 | $20.6M |
| WealthPLAN Partners, LLC | 3.98% | Add +33.7% | 31,516 | $20.6M |
| Flagstar Securities, Inc. | 7.45% | Reduce -10.1% | 31,477 | $20.6M |
| Cadinha & Co. LLC | 3.82% | Reduce -29.4% | 31,370 | $20.5M |
| Sunbelt Securities, Inc. | 1.29% | Add +4.4% | 31,243 | $20.4M |
| Mycio Wealth Partners, LLC | 4.05% | Add +0.5% | 31,077 | $20.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Reduce -25.3% | 31,051 | $20.3M |
| Sax Wealth Advisors, LLC | 0.98% | No change | 29,612 | $20.3M |
| Headland Capital, LLC | 5.70% | Add +5.3% | 30,995 | $20.2M |
| Ducere Wealth Management LLC | 8.05% | Add +3.6% | 30,991 | $20.2M |
| Element Wealth, LLC | 8.36% | Add +4.2% | 30,914 | $20.2M |
| Aspen Wealth Strategies, LLC | 10.84% | Add +3.3% | 30,873 | $20.2M |
| Avaii Wealth Management, LLC | 7.04% | Reduce -5.0% | 30,855 | $20.2M |
| Foundry Financial Group, Inc. | 9.97% | Add +2.7% | 30,774 | $20.1M |
| CRA Financial Services, LLC | 2.61% | Add +5.4% | 30,733 | $20.1M |
| Kingsview Wealth Management, LLC | 0.27% | Add +9.3% | 30,704 | $20.1M |
| Smith Shellnut Wilson LLC | 8.75% | Reduce -0.4% | 30,581 | $20.0M |
| Coordinated Financial Services, Inc. | 11.65% | Add +1.1% | 30,527 | $19.9M |
| Fort Point Capital Partners LLC | 2.61% | Add +20.2% | 30,513 | $19.9M |
| JCSD Capital, LLC | 31.01% | No change | 30,450 | $19.9M |
| ArborFi Advisors, LLC | 16.21% | Reduce -2.9% | 30,400 | $19.9M |
| Interactive Financial Advisors, Inc. | 12.99% | Reduce -0.3% | 30,394 | $19.9M |
| Chesley Taft & Associates LLC | 0.83% | Add +2.1% | 30,387 | $19.8M |
| SWP Financial LLC | 10.11% | Add +11.8% | 30,335 | $19.8M |
| University of Chicago | 6.12% | Reduce -84.5% | 30,317 | $19.8M |
| Bay Harbor Wealth Management, LLC | 5.13% | Add +36.2% | 30,278 | $19.8M |
| Caldwell Trust Co | 1.77% | Add +4.2% | 30,277 | $19.8M |
| Asset Management Group, Inc. | 3.19% | Reduce -1.8% | 30,200 | $19.7M |
| Ashton Thomas Securities, LLC | 2.43% | New | 29,665 | $19.4M |
| Churchill Financial Advisors, LLC | 4.06% | Add +79.6% | 29,544 | $19.3M |
| Oak Wealth Advisors LLC | 10.54% | Reduce -0.8% | 29,367 | $19.2M |
| Market Street Wealth Management Advisors LLC | 3.02% | Reduce -0.5% | 29,309 | $19.1M |
| 4Thought Financial Group Inc. | 9.42% | Reduce -11.6% | 29,150 | $19.0M |
| Everpar Advisors LLC | 6.54% | Add +11.1% | 29,074 | $19.0M |
| Boston Research & Management Inc. | 4.51% | Reduce -8.7% | 29,067 | $19.0M |
| Wesbanco Bank Inc. | 0.53% | Add +1.8% | 29,064 | $19.0M |
| Taylor & Morgan Wealth Management, LLC | 10.81% | Add +2.2% | 29,001 | $18.9M |
| ACT Advisors, LLC. | 8.04% | Reduce -2.0% | 28,960 | $18.9M |
| Retirement Systems of Alabama | 0.06% | No change | 28,898 | $18.9M |
| Fsa Wealth Partners, Inc. | 8.90% | Reduce -27.1% | 28,647 | $18.7M |
| Associated Banc-Corp | 0.49% | Add +5.0% | 28,551 | $18.6M |
| Cobblestone Asset Management LLC | 8.36% | Add +33.3% | 28,478 | $18.6M |
| SIMA Wealth Partners, LLC | 14.17% | Reduce -0.6% | 28,472 | $18.6M |
| Signet Private Wealth LLC | 17.75% | Add +0.4% | 28,458 | $18.6M |
| Trustmark Bank Trust Department | 1.19% | Reduce -2.0% | 28,453 | $18.6M |
| NorthRock Partners, LLC | 0.30% | Add +1.3% | 28,452 | $18.6M |
| Bank of New Hampshire | 4.24% | Add +4.4% | 28,359 | $18.5M |
| Layline Advisors, LLC | 20.70% | — | 28,323 | $18.5M |
| Klingenstein Fields & Co. LP | 0.73% | Add +15.5% | 28,234 | $18.4M |
| Signature Estate & Investment Advisors LLC | 0.37% | Add +8.8% | 28,186 | $18.4M |
| Providence Capital Advisors, LLC | 2.99% | Add +7.0% | 28,082 | $18.3M |
| Outlook Wealth Advisors, LLC | 4.43% | Reduce -14.8% | 28,043 | $18.3M |
| Cooper/Haims Advisors, LLC | 8.60% | Reduce -1.2% | 27,962 | $18.3M |
| RFG Advisory, LLC | 0.34% | Reduce -2.3% | 27,961 | $18.3M |
| Roger Wittlin Investment Advisory, LLC | 14.91% | Reduce -2.3% | 27,914 | $18.2M |
| Zhang Financial LLC | 0.63% | Add +8.6% | 27,878 | $18.2M |
| NWF Advisory Services Inc. | 2.05% | Add +1.9% | 27,797 | $18.2M |
| Kingswood Wealth Advisors, LLC | 0.86% | Add +7.8% | 27,772 | $18.1M |
| American National Bank of Texas | 17.21% | Add +10.5% | 27,649 | $18.1M |
| Acropolis Investment Management, LLC | 0.80% | Reduce -0.8% | 27,611 | $18.0M |
| Beirne Wealth Consulting Services, LLC | 5.04% | Reduce -17.8% | 27,274 | $17.8M |
| Flagship Harbor Advisors, LLC | 0.78% | Add +14.9% | 27,183 | $17.8M |
| Montecito Bank & Trust | 2.92% | Add +1.4% | 27,127 | $17.7M |
| Parsons Capital Management Inc. | 0.81% | Add +9.6% | 27,104 | $17.7M |
| Wiser Wealth Management, Inc | 3.80% | Add +0.8% | 27,009 | $17.6M |
| Pallas Capital Advisors LLC | 0.66% | Reduce -23.3% | 27,007 | $17.6M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.93% | No change | 27,000 | $17.6M |
| Pines Wealth Management, LLC | 5.70% | Reduce -15.6% | 26,964 | $17.6M |
| ICONIQ Capital, LLC | 0.39% | No change | 26,960 | $17.6M |
| BTC Capital Management, Inc. | 1.19% | Reduce -0.8% | 26,927 | $17.6M |
| Fortis Capital Advisors, LLC | 2.30% | Add +31.1% | 26,901 | $17.6M |
| Global Wealth Management Investment Advisory, Inc. | 2.75% | Reduce -0.6% | 26,885 | $17.6M |
| BCGM Wealth Management, LLC | 4.39% | Reduce -1.7% | 26,765 | $17.5M |
| Trifecta Capital Advisors, LLC | 2.69% | Reduce -0.7% | 26,611 | $17.4M |
| Mustico Financial Group, Inc. | 12.12% | Add +9.6% | 24,241 | $17.3M |
| LiftPoint Family Wealth Advisors LLC | 14.29% | Add +17.9% | 26,413 | $17.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.10% | Reduce -4.0% | 26,271 | $17.2M |
| Steel Grove Capital Advisors, LLC | 1.81% | Reduce -5.5% | 26,233 | $17.1M |
| Highview Capital Management LLC | 6.22% | Add +6.5% | 26,202 | $17.1M |
| Sovereign Financial Group, Inc. | 2.97% | Add +2.9% | 26,150 | $17.1M |
| Embree Financial Group | 2.01% | Add +36.7% | 26,102 | $17.1M |
| EPG Wealth Management LLC | 4.61% | Add +0.2% | 26,028 | $17.0M |
| Goepper Burkhardt LLC | 5.63% | Add +9.1% | 25,796 | $16.9M |
| Breakwater Capital Group | 2.26% | Add +3.8% | 25,795 | $16.8M |
| Ausdal Financial Partners, Inc. | 0.75% | Reduce -3.5% | 25,770 | $16.8M |
| Barclays PLC | 0.01% | Reduce -72.3% | 25,702 | $16.8M |
| Ironwood Wealth Management, Inc. | 7.52% | Reduce -0.7% | 24,563 | $16.8M |
| Aureus Asset Management, LLC | 1.12% | Add +3.7% | 25,671 | $16.8M |
| Columbus Macro, LLC | 1.79% | Reduce -1.3% | 25,659 | $16.8M |
| CWA Asset Management Group, LLC | 0.57% | Reduce -8.4% | 25,608 | $16.7M |
| Bigelow Investment Advisors, LLC | 6.70% | Reduce -0.4% | 25,605 | $16.7M |
| BIP Wealth, LLC | 0.68% | Reduce -0.7% | 25,595 | $16.7M |
| CENTRAL TRUST Co | 0.33% | Reduce -8.3% | 25,509 | $16.7M |
| Eq LLC | 4.67% | Reduce -3.4% | 25,404 | $16.6M |
| Continuum Wealth Advisors, LLC | 6.88% | Reduce -37.5% | 25,374 | $16.6M |
| Strategic Blueprint, LLC | 0.96% | Add +68.0% | 25,359 | $16.6M |
| PFG Advisors | 0.80% | Reduce -7.9% | 25,234 | $16.5M |
| Patriot Investment Management Group, Inc. | 1.05% | Add +0.1% | 25,226 | $16.5M |
| Webster Bank, N. A. | 1.56% | Reduce -0.4% | 25,205 | $16.5M |
| Man Group plc | 0.03% | Reduce -95.3% | 25,203 | $16.5M |
| Empowered Funds, LLC | 0.10% | New | 25,198 | $16.5M |
| Keenan, LLC | 13.88% | Add +18.9% | 25,077 | $16.5M |
| Hardy Reed LLC | 1.20% | Reduce -1.3% | 25,160 | $16.4M |
| Pine Valley Investments Ltd Liability Co | 0.80% | Reduce -0.8% | 25,115 | $16.4M |
| MassMutual Private Wealth & Trust, FSB | 0.45% | Add +0.1% | 25,105 | $16.4M |
| Arch Global Advisors, LLC | 8.55% | — | 25,087 | $16.4M |
| Horizon Investments, LLC | 0.18% | Add +95.2% | 25,066 | $16.4M |
| One Wealth Capital Management, LLC | 7.15% | Add +24.3% | 22,886 | $16.4M |
| Venture Visionary Partners LLC | 0.55% | Reduce -3.6% | 25,047 | $16.4M |
| GM Advisory Group, LLC | 0.63% | Add +7.7% | 25,010 | $16.3M |
| Inman Jager Wealth Management, LLC | 9.51% | Add +16.5% | 24,919 | $16.3M |
| Nordwand Advisors, LLC | 2.84% | Add +5.1% | 24,868 | $16.2M |
| Fairvoy Private Wealth, LLC | 3.87% | Reduce -5.1% | 24,853 | $16.2M |
| Beacon Advisors Holdings, LLC | 8.68% | Reduce -0.7% | 24,835 | $16.2M |
| Elyxium Wealth, LLC | 5.20% | Add +1.1% | 24,834 | $16.2M |
| Harbor Investment Advisory, LLC | 1.27% | Add +0.8% | 24,701 | $16.1M |
| Cyndeo Wealth Partners, LLC | 0.84% | Add +1.8% | 24,577 | $16.1M |
| SMI Advisory Services, LLC | 2.63% | Reduce -14.6% | 24,136 | $16.0M |
| Hoese & Co LLP | 11.81% | Reduce -25.6% | 24,359 | $15.9M |
| Guardian Wealth Advisors, LLC / NC | 1.01% | Add +0.0% | 24,358 | $15.9M |
| Peoples Bank | 9.73% | Add +0.6% | 24,278 | $15.9M |
| Parisi Gray Wealth Management | 3.77% | Reduce -0.0% | 24,212 | $15.8M |
| Ingalls & Snyder LLC | 0.56% | Add +3.4% | 24,191 | $15.8M |
| Investment Advisory Group, LLC | 4.02% | Add +2.3% | 24,188 | $15.8M |
| Baring Financial LLC | 9.66% | Add +3.3% | 24,182 | $15.8M |
| Perennial Investment Advisors, LLC | 1.26% | Add +78.0% | 24,137 | $15.8M |
| Retirement Wealth Solutions LLC | 9.92% | Add +19.5% | 24,088 | $15.7M |
| First National Trust Co | 0.54% | Add +1.3% | 24,057 | $15.7M |
| True Vision MN LLC | 8.10% | Add +32.9% | 24,056 | $15.7M |
| Delta Investment Management, LLC | 2.81% | Add +1.1% | 24,027 | $15.7M |
| Anderson Hoagland & Co. | 1.35% | Add +0.1% | 23,998 | $15.7M |
| Verum Partners LLC | 2.98% | Reduce -1.3% | 23,991 | $15.7M |
| Twin Peaks Wealth Advisors, LLC | 3.94% | Add +51.4% | 23,956 | $15.6M |
| Disciplina Capital Management LLC | 1.65% | No change | 23,880 | $15.6M |
| Mosaic Financial Group, LLC | 11.06% | Reduce -1.8% | 23,850 | $15.6M |
| Cherry Tree Wealth Management, LLC | 3.29% | Reduce -1.5% | 23,843 | $15.6M |
| Oarsman Capital, Inc. | 1.93% | Reduce -7.1% | 23,832 | $15.6M |
| GK Wealth Management LLC | 13.53% | Add +1915.7% | 24,491 | $15.5M |
| DWR Wealth Management, LLC | 13.53% | Reduce -2.6% | 24,491 | $15.5M |
| Lutz Financial Services LLC | 1.04% | Reduce -0.8% | 23,774 | $15.5M |
| Dimension Capital Management LLC | 2.17% | Reduce -15.8% | 23,647 | $15.4M |
| Braeburn Wealth Management LLC | 8.82% | Reduce -24.0% | 23,612 | $15.4M |
| Jackson Hole Capital Partners, LLC | 2.54% | Add +2.9% | 23,511 | $15.4M |
| Becker Capital Management Inc. | 0.45% | Reduce -17.2% | 23,439 | $15.3M |
| Evernest Financial Advisors, LLC | 3.17% | Reduce -3.3% | 21,208 | $15.2M |
| Global Wealth Management, LLC | 8.31% | Reduce -11.1% | 23,325 | $15.2M |
| Broadview Financial Management, LLC | 10.40% | Reduce -1.0% | 23,318 | $15.2M |
| Tempo Wealth, LLC | 2.65% | Add +4.8% | 23,285 | $15.2M |
| Endeavor Private Wealth, Inc. | 4.36% | Add +71.8% | 23,252 | $15.2M |
| Campion Asset Management | 10.29% | Add +7.5% | 23,237 | $15.2M |
| Forbes Financial Planning, Inc. | 8.74% | Add +1.9% | 23,171 | $15.1M |
| Genesis Private Wealth, LLC | 4.75% | Reduce -1.2% | 23,123 | $15.1M |
| Ascentis Independent Advisors | 1.14% | Add +139.0% | 23,105 | $15.1M |
| Polaris Investment Advisors, LLC | 11.00% | Add +14.1% | 23,093 | $15.1M |
| Roof Eidam Maycock Peralta, LLC | 3.45% | Add +3.1% | 23,053 | $15.1M |
| ETF Store, Inc. | 14.65% | Add +4.9% | 23,027 | $15.0M |
| Secure Asset Management, LLC | 2.38% | Add +7.0% | 22,987 | $15.0M |
| Caprock Group, LLC | 0.36% | Reduce -4.1% | 22,970 | $15.0M |
| Resolute Wealth Advisor, Inc. | 8.54% | — | 22,968 | $15.0M |
| Fusion Capital, LLC | 4.05% | Reduce -2.2% | 22,966 | $15.0M |
| Omega Financial Group, LLC | 4.95% | Add +4.0% | 22,965 | $15.0M |
| Csenge Advisory Group | 0.69% | Add +13.1% | 22,953 | $15.0M |
| Moisand Fitzgerald Tamayo, LLC | 1.61% | Reduce -1.5% | 22,902 | $15.0M |
| Atlantic Edge Private Wealth Management, LLC | 3.68% | Reduce -1.7% | 22,883 | $14.9M |
| Northwest Bancshares, Inc. | 2.97% | Add +5.2% | 22,877 | $14.9M |
| YHB Investment Advisors, Inc. | 1.07% | Reduce -4.7% | 22,869 | $14.9M |
| Pinnacle Family Advisors, LLC | 7.02% | Reduce -2.0% | 22,869 | $14.9M |
| Meadow Creek Wealth Advisors LLC | 9.65% | Reduce -0.5% | 22,842 | $14.9M |
| Red Door Wealth Management, LLC | 1.53% | Add +2.0% | 22,494 | $14.7M |
| HBK Sorce Advisory LLC | 0.30% | Add +27.3% | 19,816 | $14.7M |
| Motive Wealth Advisors | 6.88% | No change | 22,440 | $14.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.25% | Add +3.4% | 22,371 | $14.6M |
| Henderson Brothers Financial Partners, LLC | 3.70% | — | 22,362 | $14.6M |
| Greenhouse Wealth Management, LLC | 8.97% | Reduce -0.5% | 22,202 | $14.5M |
| Sapient Capital LLC | 0.22% | Add +23.4% | 22,164 | $14.5M |
| Vanguard National Trust Co | 0.91% | — | 22,126 | $14.5M |
| Gerald Baker Financial Group LLC | 4.57% | — | 22,098 | $14.4M |
| Box Hill Private Wealth LLC | 14.27% | Reduce -1.3% | 22,097 | $14.4M |
| Pembroke Management, LTD | 2.09% | Reduce -1.0% | 22,081 | $14.4M |
| Centurion Wealth Management LLC | 3.26% | Add +1.0% | 22,072 | $14.4M |
| MFA Wealth Services | 9.54% | Add +0.7% | 22,065 | $14.4M |
| Private Trust Co. NA | 1.29% | Add +3.3% | 22,053 | $14.4M |
| Park National Corp. | 0.44% | Add +2.5% | 22,049 | $14.4M |
| HighPoint Advisor Group LLC | 0.60% | Reduce -0.0% | 22,048 | $14.4M |
| Gould Asset Management LLC | 2.46% | Add +0.1% | 21,722 | $14.2M |
| Goldstone Financial Group, LLC | 1.54% | Reduce -32.4% | 21,676 | $14.2M |
| Proficio Capital Partners LLC | 0.76% | Reduce -8.5% | 21,671 | $14.2M |
| Strategic Wealth Partners, Ltd. | 0.98% | Add +5.7% | 21,642 | $14.1M |
| GFS Advisors, LLC | 0.91% | Reduce -0.5% | 21,640 | $14.1M |
| Stephens Inc. | 0.18% | Add +14.3% | 21,587 | $14.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.31% | Add +3.8% | 21,557 | $14.1M |
| Peterson Wealth Advisors, LLC | 1.87% | Reduce -12.9% | 21,495 | $14.0M |
| Bright Financial Advisors, Inc. | 6.43% | Add +2.5% | 21,490 | $14.0M |
| Core Wealth Advisors, LLC | 10.78% | Add +30.6% | 21,468 | $14.0M |
| GenTrust, LLC | 0.60% | Reduce -11.4% | 21,423 | $14.0M |
| Doliver Advisors, LP | 3.18% | Add +3.8% | 21,402 | $14.0M |
| Lakeshore Capital Group, Inc. | 11.41% | Add +0.5% | 21,397 | $14.0M |
| Cosner Financial Group, LLC | 7.67% | Add +1.3% | 21,367 | $14.0M |
| TSA Wealth Managment LLC | 4.50% | Reduce -4.6% | 21,322 | $13.9M |
| Fiera Capital Corp | 0.05% | Reduce -5.3% | 21,304 | $13.9M |
| Kooman & Associates | 4.12% | Add +1.6% | 21,165 | $13.8M |
| Palisades Hudson Asset Management, L.P. | 5.37% | Reduce -0.2% | 21,074 | $13.8M |
| Xponance LLC | 0.10% | Reduce -6.0% | 21,019 | $13.7M |
| Sierra Capital LLC | 1.50% | Reduce -6.6% | 21,010 | $13.7M |
| JDM Financial Group LLC | 5.29% | Reduce -1.4% | 20,997 | $13.7M |
| DecisionMap Wealth Management, LLC | 8.85% | Add +1.1% | 20,944 | $13.7M |
| New York Life Investment Management LLC | 0.12% | Add +16.9% | 20,942 | $13.7M |
| Planwiser Financial, LLC | 9.90% | Reduce -9.0% | 19,444 | $13.7M |
| Concorde Asset Management, LLC | 6.69% | Add +1.1% | 20,900 | $13.7M |
| Sepio Capital, LP | 0.74% | Add +103.6% | 20,848 | $13.6M |
| Claro Advisors Inc. | 1.64% | Add +8.7% | 20,844 | $13.6M |
| Sound Stewardship, LLC | 6.24% | Add +3.4% | 20,843 | $13.6M |
| Empower Advisory Group, LLC | 0.04% | Reduce -24.5% | 20,842 | $13.6M |
| North Star Investment Management Corp. | 0.83% | Reduce -3.3% | 20,824 | $13.6M |
| Bulltick Wealth Management, LLC | 3.00% | Reduce -14.4% | 20,802 | $13.6M |
| Capital Fund Management S.A. | 0.12% | Reduce -9.2% | 20,674 | $13.5M |
| MRWM Advisors, LLC | 7.29% | Add +0.1% | 20,587 | $13.4M |
| Cedarwood Wealth LLC | 13.53% | Add +5.8% | 20,503 | $13.4M |
| Ted Buchan & Co | 4.86% | Reduce -0.8% | 20,469 | $13.4M |
| Koshinski Asset Management, Inc. | 0.83% | Add +0.3% | 20,461 | $13.4M |
| Money Concepts Capital Corp. | 0.74% | Add +0.4% | 20,377 | $13.3M |
| Latitude Advisors, LLC | 6.08% | Add +0.8% | 20,319 | $13.3M |
| Horst & Graben Wealth Management LLC | 1.82% | Add +0.6% | 18,471 | $13.3M |
| Wealth Enhancement Trust Services, Inc. | 1.60% | Add +90.1% | 20,274 | $13.2M |
| GWN Securities Inc. | 2.53% | Reduce -0.2% | 20,242 | $13.2M |
| Post Resch Tallon Group Inc. | 10.73% | Add +2.5% | 20,080 | $13.2M |
| Objective Capital Management, LLC | 13.33% | Add +0.7% | 20,197 | $13.2M |
| Blueprint Investment Partners LLC | 1.34% | Reduce -26.0% | 20,167 | $13.2M |
| Insigneo Advisory Services, LLC | 0.94% | Add +6.8% | 20,128 | $13.1M |
| Archer Investment Management, LLC | 5.52% | Add +206.8% | 20,098 | $13.1M |
| Telos Capital Management, Inc. | 1.26% | Add +0.8% | 20,083 | $13.1M |
| Thoroughbred Financial Services, LLC | 0.78% | Reduce -5.4% | 20,043 | $13.1M |
| Precedent Wealth Partners, LLC | 2.62% | Add +7.2% | 20,041 | $13.1M |
| Godfrey Financial Associates, Inc. | 11.23% | Reduce -3.3% | 20,040 | $13.1M |
| Sound Income Strategies, LLC | 0.63% | Add +1.4% | 19,886 | $13.1M |
| Foundation Wealth Management, LLC\PA | 4.61% | Reduce -0.6% | 20,005 | $13.1M |
| Cornerstone Planning Group LLC | 1.74% | Add +55.6% | 17,958 | $13.1M |
| Novem Group | 1.50% | Add +2.5% | 19,970 | $13.0M |
| MidAtlantic Capital Management, Inc. | 8.99% | Add +0.5% | 19,958 | $13.0M |
| Sentry LLC | 4.13% | Add +1.1% | 19,886 | $13.0M |
| CrossGen Wealth, LLC | 11.39% | Reduce -1.9% | 19,865 | $13.0M |
| Chicago Capital, LLC | 0.35% | Reduce -0.3% | 19,863 | $13.0M |
| REDW Wealth LLC | 5.17% | Reduce -4.9% | 19,863 | $13.0M |
| Etesian Wealth Advisors, Inc. | 4.14% | Add +4.3% | 19,841 | $13.0M |
| Wealth Management Partners, LLC | 3.68% | Add +1.5% | 19,733 | $12.9M |
| Unique Wealth Strategies, LLC | 5.24% | Add +0.9% | 19,609 | $12.8M |
| Focused Alpha, LLC | 3.95% | Reduce -7.6% | 19,588 | $12.8M |
| EFG International AG | 0.28% | Add +67.2% | 19,573 | $12.8M |
| Beaird Harris Wealth Management, LLC | 0.87% | Reduce -5.9% | 19,511 | $12.7M |
| FOCUS Wealth Advisors, LLC | 6.23% | Reduce -6.7% | 19,505 | $12.7M |
| BG Investment Services, LLC | 10.54% | Reduce -4.2% | 19,442 | $12.7M |
| Benchmark Financial Wealth Advisors, LLC | 3.52% | Add +48.1% | 19,437 | $12.7M |
| Shulman DeMeo Asset Management LLC | 2.69% | Reduce -0.1% | 19,394 | $12.7M |
| ASL Financial, LLC | 10.12% | Add +2.2% | 19,393 | $12.7M |
| Centennial Wealth Advisory LLC | 3.06% | Reduce -36.3% | 19,356 | $12.6M |
| Archvest Wealth Advisors, Inc. | 8.15% | Add +3.9% | 19,335 | $12.6M |
| TritonPoint Partners, LLC | 4.64% | Add +0.4% | 19,278 | $12.6M |
| Williams Jones Wealth Management, LLC. | 0.15% | Add +0.3% | 19,068 | $12.5M |
| Brooklyn Investment Group | 0.39% | Add +58.2% | 19,017 | $12.4M |
| Glen Eagle Advisors, LLC | 1.74% | Reduce -6.4% | 18,972 | $12.4M |
| ALM First Financial Advisors, LLC | 2.22% | Add +539.9% | 18,910 | $12.4M |
| Red Tortoise LLC | 5.18% | Reduce -0.9% | 18,891 | $12.3M |
| CBM Financial, LLC | 7.70% | Add +12.8% | 17,327 | $12.3M |
| Wealth Management Associates, Inc. | 4.25% | Add +1.6% | 18,845 | $12.3M |
| Evolve Private Wealth, LLC | 0.66% | Add +185.4% | 18,841 | $12.3M |
| Founders Financial Securities LLC | 0.69% | Reduce -5.9% | 17,918 | $12.2M |
| Lanark Financial, Inc. | 0.92% | Reduce -1.0% | 18,730 | $12.2M |
| Canal Capital Management, LLC | 1.65% | Reduce -12.9% | 18,703 | $12.2M |
| GW&K Investment Management, LLC | 0.11% | Add +7.2% | 18,568 | $12.1M |
| Bison Wealth, LLC | 1.18% | Add +2.6% | 16,243 | $12.1M |
| Syntax Research, Inc. | 7.67% | Reduce -12.3% | 18,441 | $12.0M |
| Louisbourg Investments Inc. | 2.28% | Add +3.1% | 18,440 | $12.0M |
| MBE Wealth Management, LLC | 4.98% | Add +4.6% | 18,355 | $12.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.68% | Add +29.8% | 18,344 | $12.0M |
| Instrumental Wealth, LLC | 7.36% | Add +1.1% | 18,319 | $12.0M |
| Welch Group, LLC | 0.45% | Reduce -4.6% | 18,252 | $11.9M |
| NFSG Corp | 1.94% | Add +4.4% | 18,087 | $11.8M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -10.1% | 16,374 | $11.8M |
| MinichMacGregor Wealth Management, LLC | 2.08% | Add +10.6% | 18,078 | $11.8M |
| Revolve Wealth Partners, LLC | 1.52% | Add +2.4% | 17,964 | $11.7M |
| jvl associates llc | 3.93% | Add +9.0% | 17,942 | $11.7M |
| Yanni & Associates Investment Advisors, LLC | 12.15% | Add +1.5% | 17,938 | $11.7M |
| Simmons Bank | 0.78% | Reduce -1.3% | 17,922 | $11.7M |
| MainStreet Investment Advisors LLC | 1.76% | Add +3.1% | 17,909 | $11.7M |
| Argent Advisors, Inc. | 3.19% | Add +2.0% | 17,900 | $11.7M |
| Transamerica Financial Advisors, LLC | 0.99% | Add +5.7% | 17,878 | $11.7M |
| Contango Wealth Management LLC | 13.64% | Reduce -24.5% | 17,866 | $11.7M |
| Larch Capital Partners LLC | 1.69% | New | 17,828 | $11.6M |
| KPP Advisory Services LLC | 1.68% | Reduce -42.3% | 17,727 | $11.6M |
| Trail Ridge Investment Advisors, LLC | 5.00% | Reduce -0.1% | 17,621 | $11.5M |
| Mosley Wealth Management | 5.18% | Add +0.0% | 17,105 | $11.4M |
| Ticino Wealth | 3.98% | Reduce -3.5% | 15,913 | $11.4M |
| Postrock Partners LLC | 5.28% | Add +4.3% | 17,483 | $11.4M |
| American National Bank & Trust | 1.09% | Reduce -0.9% | 17,479 | $11.4M |
| DAVENPORT & Co LLC | 0.06% | Add +1.9% | 17,476 | $11.4M |
| MY Wealth Management Inc. | 11.04% | Add +37.4% | 20,301 | $11.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +18.2% | 17,330 | $11.3M |
| Forum Private Client Group LLC | 3.74% | Add +0.5% | 17,165 | $11.2M |
| Verdence Capital Advisors LLC | 0.65% | Reduce -3.3% | 17,164 | $11.2M |
| Ewing Morris & Co. Investment Partners Ltd. | 5.06% | Add +26.3% | 17,139 | $11.2M |
| Advisory Resource Group | 1.92% | Add +0.7% | 17,098 | $11.2M |
| Symphony Financial, Ltd. Co. | 1.48% | Add +2.7% | 17,227 | $11.2M |
| Roundview Capital LLC | 0.70% | Reduce -1.7% | 17,091 | $11.2M |
| Bank Pictet & Cie (Europe) AG | 0.24% | Reduce -31.9% | 17,068 | $11.1M |
| Welch & Forbes LLC | 0.14% | Reduce -7.0% | 17,064 | $11.1M |
| One Day In July LLC | 0.89% | Add +1.5% | 17,009 | $11.1M |
| Whalerock Point Partners, LLC | 2.22% | Add +6.5% | 16,981 | $11.1M |
| Leavell Investment Management, Inc. | 0.45% | Add +3.7% | 16,952 | $11.1M |
| Moors & Cabot, Inc. | 0.47% | Add +6.3% | 16,943 | $11.1M |
| Garrison Point Advisors, LLC | 5.01% | Add +2.8% | 16,825 | $11.0M |
| Connecticut Wealth Management, LLC | 0.46% | Add +0.6% | 16,812 | $11.0M |
| Wedmont Private Capital | 0.35% | Add +11.4% | 16,128 | $11.0M |
| Milestone Investment Advisors LLC | 2.64% | Add +3.9% | 16,715 | $10.9M |
| MA Private Wealth | 1.85% | Add +0.4% | 16,710 | $10.9M |
| TIAA Wealth Investment Management LLC | 0.08% | — | 17,076 | $10.8M |
| Hollencrest Capital Management | 0.40% | Reduce -76.7% | 16,542 | $10.8M |
| Town Capital LLC | 8.73% | Add +81.6% | 16,525 | $10.8M |
| Integrity Advisory Solutions, LLC | 1.42% | Add +6.4% | 16,504 | $10.8M |
| Chesapeake Wealth Management | 3.30% | Add +5.2% | 16,478 | $10.8M |
| Main Street Financial Solutions, LLC | 0.78% | Add +1.2% | 16,453 | $10.7M |
| Wayfinding Financial, LLC | 4.67% | Reduce -2.2% | 16,450 | $10.7M |
| Agf Management Ltd. | 0.05% | Reduce -3.7% | 16,419 | $10.7M |
| Emerald Advisors, LLC | 1.33% | Add +17.0% | 16,350 | $10.7M |
| Riverbridge Partners LLC | 0.26% | Reduce -80.8% | 16,347 | $10.7M |
| Y.D. More Investments Ltd | 0.42% | Reduce -13.9% | 16,287 | $10.6M |
| Signet Financial Management, LLC | 1.19% | Add +74.7% | 16,275 | $10.6M |
| Maseco LLP | 0.33% | Add +14.5% | 16,273 | $10.6M |
| Strathmore Capital Advisors, Inc. | 3.00% | Add +63.7% | 14,817 | $10.6M |
| Beacon Bridge Wealth Partners, LLC | 3.55% | Add +1.9% | 16,246 | $10.6M |
| WLTH Capital Management, LLC | 8.27% | Add +4.9% | 16,160 | $10.6M |
| SC&H Financial Advisors, Inc. | 1.59% | Reduce -1.2% | 16,149 | $10.5M |
| Twin Focus Capital Partners, LLC | 1.21% | Add +20.3% | 16,116 | $10.5M |
| Tred Avon Family Wealth, LLC | 3.50% | Reduce -6.5% | 16,097 | $10.5M |
| Eagle Strategies LLC | 1.26% | Reduce -21.0% | 16,086 | $10.5M |
| Merited Wealth, LLC | 8.71% | Add +69.8% | 16,073 | $10.5M |
| Allium Financial Advisors, LLC | 8.41% | Add +6.1% | 16,061 | $10.5M |
| Columbia Bank | 2.99% | Reduce -5.0% | 16,018 | $10.5M |
| Rialto Wealth Management, LLC | 2.34% | Add +5.0% | 15,949 | $10.4M |
| Tyche Wealth Partners LLC | 1.61% | Add +0.2% | 15,940 | $10.4M |
| Chung Wu Investment Group, LLC | 8.96% | Reduce -1.4% | 15,933 | $10.4M |
| Bulwark Capital Corp | 6.41% | Add +0.4% | 15,912 | $10.4M |
| TCI Wealth Advisors, Inc. | 0.55% | Add +6.8% | 15,827 | $10.3M |
| Solstein Capital, LLC | 4.24% | No change | 15,798 | $10.3M |
| Boyd Wealth Management, LLC | 4.35% | Reduce -0.3% | 15,757 | $10.3M |
| Carnegie Investment Counsel | 0.20% | Reduce -1.6% | 15,745 | $10.3M |
| Steigerwald, Gordon & Koch Inc. | 1.05% | Add +1.4% | 15,723 | $10.3M |
| Red Wave Investments LLC | 3.06% | Reduce -0.3% | 15,684 | $10.2M |
| Aegis Wealth Management LLC | 5.84% | Reduce -1.4% | 15,640 | $10.2M |
| Platform Technology Partners | 1.97% | Add +26.9% | 15,598 | $10.2M |
| Busey Bank | 0.28% | Add +44.3% | 15,583 | $10.2M |
| Keystone Financial Group | 0.70% | Add +23.8% | 15,378 | $10.1M |
| Evergreen Capital Management LLC | 0.22% | Reduce -36.6% | 15,436 | $10.1M |
| Manhattan West Asset Management, LLC | 1.97% | Add +1.0% | 15,405 | $10.1M |
| Chapin Davis, Inc. | 2.24% | Add +1.9% | 15,350 | $10.0M |
| Mountain Hill Investment Partners Corp. | 5.93% | Reduce -3.0% | 15,344 | $10.0M |
| Cape Ann Savings Bank | 5.03% | Add +3.4% | 15,329 | $10.0M |
| Krilogy Financial LLC | 0.32% | Add +14.0% | 14,152 | $10.0M |
| PCM Encore, LLC | 2.05% | Reduce -5.0% | 15,226 | $9.9M |
| Pitcairn Wealth Advisors LLC | 0.91% | No change | 14,513 | $9.9M |
| Montis Financial, LLC | 2.05% | Reduce -7.1% | 15,196 | $9.9M |
| NorthCrest Asset Manangement, LLC | 0.31% | Reduce -5.7% | 15,057 | $9.9M |
| Harbor Advisory Corp. | 2.98% | Reduce -6.5% | 15,163 | $9.9M |
| Lighthouse Financial LLC | 5.97% | Reduce -0.4% | 15,151 | $9.9M |
| White Pine Capital LLC | 2.69% | Add +0.4% | 15,130 | $9.9M |
| Aprio Wealth Management, LLC | 0.54% | Add +18.4% | 15,130 | $9.9M |
| National Wealth Management Group, LLC | 3.67% | Reduce -6.2% | 15,084 | $9.9M |
| Sugar Maple Asset Management, LLC | 5.97% | Add +0.2% | 15,061 | $9.8M |
| Avid Wealth Partners LLC | 4.65% | Add +11.3% | 15,060 | $9.8M |
| Arrien Investments, Inc. | 5.33% | Reduce -0.0% | 15,052 | $9.8M |
| Joel Isaacson & Co., LLC | 0.33% | Add +3.9% | 15,040 | $9.8M |
| Meridian Financial Advisors, LLC | 5.35% | Reduce -0.0% | 14,985 | $9.8M |
| Davis Wealth Advisors, LLC | 8.13% | Add +18.4% | 14,973 | $9.8M |
| Maia Wealth LLC | 1.65% | Reduce -3.8% | 14,959 | $9.8M |
| Sfm, LLC | 5.89% | Reduce -2.1% | 14,925 | $9.7M |
| Marathon Strategic Advisors, LLC | 7.01% | Reduce -0.6% | 14,919 | $9.7M |
| Canvas Wealth Advisors, LLC | 1.66% | Reduce -49.3% | 14,897 | $9.7M |
| QRG Capital Management, Inc. | 0.10% | Add +4.3% | 14,897 | $9.7M |
| Keel Point, LLC | 0.65% | Add +55.8% | 14,868 | $9.7M |
| Geneva Partners, LLC | 4.65% | Reduce -14.2% | 14,815 | $9.7M |
| Granite Harbor Advisors, Inc. | 4.22% | Reduce -8.3% | 14,788 | $9.7M |
| IFC Advisors LLC | 1.38% | Reduce -7.4% | 14,762 | $9.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Reduce -7.9% | 14,719 | $9.6M |
| EdgeRock Capital LLC | 2.60% | Reduce -3.1% | 14,691 | $9.6M |
| Investment Management Corp. /Va/ | 8.23% | Reduce -0.7% | 14,665 | $9.6M |
| Mechanics Financial Corp | 4.01% | Reduce -0.4% | 14,637 | $9.6M |
| Marquette Associates, Inc. | 10.38% | Add +4723.1% | 14,614 | $9.5M |
| JT Stratford LLC | 1.22% | Add +2.9% | 14,610 | $9.5M |
| Asset Allocation & Management Company, LLC | 3.56% | Reduce -1.7% | 14,595 | $9.5M |
| Cornerstone Wealth Partners, LLC | 5.40% | Add +20.7% | 14,576 | $9.5M |
| Abacus Planning Group, Inc. | 1.27% | Add +1.6% | 14,463 | $9.4M |
| Plante Moran Financial Advisors, LLC | 0.61% | Reduce -1.2% | 14,377 | $9.4M |
| 1015 Capital Partners, LLC | 9.11% | Add +5.3% | 14,345 | $9.4M |
| Elm Partners Management LLC | 0.41% | Add +0.9% | 14,743 | $9.4M |
| KWB Wealth | 0.93% | No change | 13,658 | $9.4M |
| COFG Advisors, LLC | 2.31% | Reduce -3.0% | 14,314 | $9.4M |
| Security National Bank | 1.36% | Add +6.2% | 14,310 | $9.3M |
| Legacy Edge Advisors, LLC | 0.98% | Reduce -5.3% | 14,299 | $9.3M |
| Scissortail Wealth Management, LLC | 1.88% | Add +20.0% | 14,287 | $9.3M |
| Marin Bay Wealth Advisors, LLC | 5.60% | Add +506.7% | 93,030 | $9.3M |
| Jaffetilchin Investment Partners, LLC | 0.55% | Reduce -1.8% | 14,219 | $9.3M |
| Nilsine Partners, LLC | 0.72% | Reduce -22.3% | 12,878 | $9.3M |
| Apex Wealth Management, LLC | 6.34% | Reduce -0.8% | 14,154 | $9.2M |
| LaSalle St. Investment Advisors, LLC | 1.29% | Add +2.2% | 14,066 | $9.2M |
| First Growth Capital LLC | 8.33% | Reduce -3.8% | 13,944 | $9.2M |
| Independent Solutions Wealth Management, LLC | 1.34% | Add +35.6% | 13,965 | $9.1M |
| Strategic Wealth Advisors LLC | 7.31% | Add +6.7% | 13,945 | $9.1M |
| Ethos Financial Group, LLC | 0.67% | Reduce -0.8% | 13,994 | $9.1M |
| Hilltop National Bank | 2.16% | Reduce -0.3% | 13,918 | $9.1M |
| Nepc LLC | 0.18% | Reduce -9.5% | 13,882 | $9.1M |
| Cutler Investment Counsel LLC | 0.93% | Add +2.4% | 13,861 | $9.1M |
| Canandaigua National Corp. | 0.81% | — | 13,857 | $9.1M |
| GeoWealth Management, LLC | 0.33% | Reduce -9.2% | 13,844 | $9.0M |
| Successful Portfolios LLC | 4.98% | Add +4.3% | 13,937 | $9.0M |
| Coign Capital Advisors LLC | 4.74% | Add +4.1% | 13,809 | $9.0M |
| Strategic Financial Concepts, LLC | 2.21% | Add +42.8% | 13,722 | $9.0M |
| NatWest Group plc | 1.94% | Reduce -2.0% | 13,700 | $8.9M |
| Gen-Wealth Partners Inc | 2.81% | Add +18.7% | 13,661 | $8.9M |
| waypoint wealth counsel | 4.61% | Reduce -2.1% | 13,635 | $8.9M |
| Greenwood Gearhart LLC | 0.48% | Add +15.7% | 13,634 | $8.9M |
| Procyon Advisors, LLC | 0.44% | Add +5.4% | 13,629 | $8.9M |
| Continuum Advisory, LLC | 0.85% | Add +1.0% | 13,589 | $8.9M |
| Private Advisory Group LLC | 0.62% | Reduce -1.1% | 13,572 | $8.9M |
| Activest Wealth Management | 1.55% | Reduce -22.1% | 13,523 | $8.8M |
| Shoker Investment Counsel, Inc. | 2.62% | Reduce -1.6% | 13,500 | $8.8M |
| First Heartland Consultants, Inc. | 0.68% | Add +46.3% | 13,492 | $8.8M |
| Awm Capital, LLC | 0.80% | Reduce -0.6% | 13,472 | $8.8M |
| WPG Advisers, LLC | 6.47% | Add +8.6% | 13,439 | $8.8M |
| Founders Financial Alliance, LLC | 1.58% | Reduce -2.4% | 13,410 | $8.8M |
| BWM Planning, LLC | 2.31% | Reduce -15.9% | 13,388 | $8.7M |
| Riverwater Partners LLC | 2.91% | Add +26.1% | 13,369 | $8.7M |
| Mendota Financial Group, LLC | 6.47% | Add +0.1% | 13,367 | $8.7M |
| Ironwood Investment Counsel, LLC | 1.26% | Reduce -2.2% | 13,342 | $8.7M |
| Pittenger & Anderson Inc. | 0.35% | Reduce -3.4% | 13,328 | $8.7M |
| Genesis Wealth Advisors, LLC | 5.80% | Reduce -2.1% | 13,308 | $8.7M |
| West Bancorporation Inc. | 4.34% | Add +0.9% | 13,302 | $8.7M |
| Forefront Wealth Partners, LLC | 3.63% | Add +17.9% | 13,273 | $8.7M |
| Quartz Partners, LLC | 3.34% | Add +6.2% | 13,244 | $8.7M |
| Lexington Hill Partners, LLC | 4.88% | Add +0.2% | 13,191 | $8.6M |
| McMill Wealth Management | 2.29% | Add +0.4% | 13,175 | $8.6M |
| Pension & Wealth Management Advisors, Inc. | 2.54% | Reduce -1.7% | 13,136 | $8.6M |
| C2C Wealth Management, LLC | 7.21% | Add +0.6% | 13,057 | $8.5M |
| Leuthold Group, LLC | 0.91% | Reduce -0.3% | 13,038 | $8.5M |
| MSH Capital Advisors LLC | 1.80% | Reduce -0.2% | 13,035 | $8.5M |
| Trust Point Inc. | 0.74% | Reduce -1.0% | 13,012 | $8.5M |
| Granby Capital Management, LLC | 4.87% | Reduce -23.5% | 13,000 | $8.5M |
| Investment Research Partners LLC | 3.45% | Reduce -0.7% | 12,984 | $8.5M |
| Nelson Capital Management, LLC | 1.03% | Reduce -5.2% | 12,959 | $8.5M |
| Storen Legacy Partners, LLC | 2.63% | Add +888.9% | 12,865 | $8.4M |
| Reality Financial Planning Services, LLC | 8.11% | Reduce -2.6% | 12,864 | $8.4M |
| Arete Wealth Advisors, LLC | 0.62% | Reduce -19.2% | 12,709 | $8.3M |
| DeLarme Wealth Management, Inc. | 5.34% | Add +4.0% | 12,701 | $8.3M |
| J Hagan Capital, Inc. | 4.47% | Add +29.9% | 12,689 | $8.3M |
| S.A. Mason LLC | 3.11% | Add +18.4% | 12,679 | $8.3M |
| International Assets Investment Management, LLC | 0.57% | Reduce -12.6% | 12,569 | $8.3M |
| Presidio Capital Management, LLC | 2.40% | Add +16.6% | 12,659 | $8.3M |
| HighRoad Wealth Advisors, LLC | 8.07% | Reduce -1.4% | 12,653 | $8.3M |
| WASHINGTON TRUST Co | 0.28% | Add +1.7% | 12,649 | $8.3M |
| Fortress Financial Solutions, LLC | 8.62% | Add +5.1% | 12,633 | $8.3M |
| Integrated Investment Consultants, LLC | 1.75% | Reduce -13.4% | 12,630 | $8.2M |
| Riverbend Wealth Management, LLC | 5.09% | Add +2.8% | 12,533 | $8.2M |
| Barrett & Company, Inc. | 2.82% | Add +0.8% | 12,527 | $8.2M |
| Portfolio Resources Advisor Group, Inc. | 8.12% | Add +47.5% | 12,520 | $8.2M |
| Absolute Capital Management, LLC | 2.71% | Add +79.6% | 12,510 | $8.2M |
| Catalina Capital Group, LLC | 4.98% | Add +5.4% | 12,439 | $8.1M |
| Transcendent Capital Group LLC | 3.70% | Add +16.4% | 12,412 | $8.1M |
| Sterling Financial Planning, Inc. | 2.40% | Reduce -0.8% | 12,401 | $8.1M |
| Innovative Wealth Building LLC | 5.69% | Add +15.3% | 12,391 | $8.1M |
| First Financial Corp. | 3.18% | No change | 12,380 | $8.1M |
| Salomon & Ludwin, LLC | 0.72% | Reduce -0.7% | 12,265 | $8.1M |
| Barnes Wealth Management Group, Inc | 4.10% | Add +2.6% | 12,369 | $8.1M |
| Index Fund Advisors, Inc. | 0.36% | Add +0.3% | 12,339 | $8.1M |
| Commonwealth Retirement Investments LLC | 2.49% | Add +35.0% | 12,311 | $8.0M |
| Fidato Wealth LLC | 5.21% | Reduce -1.8% | 12,286 | $8.0M |
| Navigoe, LLC | 4.73% | Add +12.5% | 12,270 | $8.0M |
| Flower City Capital | 4.01% | Reduce -1.2% | 12,253 | $8.0M |
| Keystone Global Partners, LLC | 3.57% | Reduce -2.9% | 12,239 | $8.0M |
| Brand Asset Management Group, Inc. | 2.08% | Add +7.9% | 12,217 | $8.0M |
| Heritage Trust Co | 0.80% | Add +9.2% | 12,216 | $8.0M |
| WealthSpring Partners, LLC | 7.29% | Add +9.1% | 12,172 | $8.0M |
| W Advisors, LLC | 4.07% | Add +16.5% | 12,148 | $7.9M |
| Uptick Partners, LLC | 1.58% | Add +22.4% | 12,141 | $7.9M |
| XY Planning Network, Inc. | 1.26% | Add +20.0% | 12,021 | $7.9M |
| Legacy Capital Wealth Partners, LLC | 1.63% | Reduce -1.3% | 12,106 | $7.9M |
| North Berkeley Wealth Management, LLC | 4.17% | Add +109.4% | 12,071 | $7.9M |
| TradeWell Securities, LLC. | 3.31% | Add +1.8% | 12,020 | $7.9M |
| Allodium Investment Consultants, LLC | 3.76% | Reduce -0.9% | 12,009 | $7.8M |
| Laurel Oak Wealth Management, LLC | 1.32% | Reduce -0.2% | 12,002 | $7.8M |
| Strategy Asset Managers LLC | 1.29% | Add +2.3% | 11,996 | $7.8M |
| Wealthedge Investment Advisors, LLC | 2.88% | Reduce -0.9% | 11,993 | $7.8M |
| Prudent Man Advisors, LLC | 2.35% | Add +139.1% | 11,967 | $7.8M |
| Retirement Planning Group, LLC | 0.24% | Add +8.0% | 11,942 | $7.8M |
| FDx Advisors, Inc. | 2.49% | Reduce -14.7% | 11,941 | $7.8M |
| Fisher Asset Management | 0.00% | Add +67.8% | 11,921 | $7.8M |
| OMERS ADMINISTRATION Corp | 0.05% | No change | 11,900 | $7.8M |
| Meridian Financial Partners LLC | 2.95% | Add +8.8% | 11,733 | $7.8M |
| Bedel Financial Consulting, Inc. | 0.89% | Add +5.8% | 11,889 | $7.8M |
| Facet Wealth, Inc. | 0.13% | Add +12.8% | 11,882 | $7.8M |
| Clearstead Trust, LLC | 1.26% | Reduce -3.1% | 11,863 | $7.7M |
| Jacobi Capital Management LLC | 0.43% | Reduce -1.6% | 11,855 | $7.7M |
| Confluence Wealth Services, Inc. | 0.30% | Reduce -2.0% | 11,849 | $7.7M |
| Larson Financial Group LLC | 0.25% | Reduce -0.9% | 11,803 | $7.7M |
| Sage Mountain Advisors LLC | 0.54% | Reduce -1.6% | 11,799 | $7.7M |
| Rede Wealth, LLC | 2.77% | Add +8.1% | 11,793 | $7.7M |
| KCM Investment Advisors LLC | 0.26% | Reduce -1.1% | 11,756 | $7.7M |
| Prasad Wealth Partners, LLC | 2.09% | Reduce -0.5% | 11,753 | $7.7M |
| Stone Summit Wealth LLC | 2.13% | Add +2.0% | 11,723 | $7.7M |
| Curated Wealth Partners LLC | 0.96% | Reduce -0.4% | 11,721 | $7.7M |
| MRA Advisory Group | 3.11% | Reduce -41.7% | 11,677 | $7.6M |
| Sterling Investment Counsel, LLC | 2.14% | Reduce -3.0% | 11,671 | $7.6M |
| Westmount Partners, LLC | 1.88% | Add +0.7% | 11,662 | $7.6M |
| Hohimer Wealth Management, LLC | 0.94% | Reduce -0.7% | 11,636 | $7.6M |
| Chancellor Financial Group WB LP | 5.44% | Add +4.2% | 11,631 | $7.6M |
| Greykasell Wealth Strategies, Inc. | 3.06% | Reduce -0.3% | 11,613 | $7.6M |
| Astoria Strategic Wealth, Inc. | 1.92% | Add +3.2% | 11,603 | $7.6M |
| Steph & Co. | 2.16% | Add +14.0% | 11,591 | $7.6M |
| Transcend Capital Advisors, LLC | 0.61% | Add +1.6% | 11,563 | $7.6M |
| Titleist Asset Management, LLC | 0.57% | Add +93.5% | 11,530 | $7.5M |
| Bawa N Mallick Trust | 3.08% | Reduce -20.9% | 11,500 | $7.5M |
| Optiver Holding B.V. | 0.28% | New | 11,495 | $7.5M |
| Clear Investment Research, LLC | 11.74% | Reduce -2.6% | 11,479 | $7.5M |
| Lakeridge Wealth Management LLC | 3.22% | Add +1.0% | 11,478 | $7.5M |
| Bull Harbor Capital LLC | 2.01% | — | 11,470 | $7.5M |
| Unify Financial Advisors | 7.79% | Add +17.6% | 11,449 | $7.5M |
| Capital Advisor Network LLC | 10.43% | — | 11,402 | $7.4M |
| Intrua Financial, LLC | 0.80% | Add +2.1% | 11,401 | $7.4M |
| Koss-Olinger Consulting, LLC | 0.62% | Reduce -4.0% | 11,375 | $7.4M |
| Asempa Wealth Advisors | 6.47% | Reduce -3.4% | 11,284 | $7.4M |
| DKM Wealth Management, Inc. | 5.34% | Add +2.8% | 11,341 | $7.4M |
| 5T Wealth, LLC | 2.92% | Add +5.3% | 11,331 | $7.4M |
| Triumph Capital Management | 1.52% | Add +1.7% | 11,316 | $7.4M |
| Avise Financial Cooperative, Inc. | 6.15% | Add +1.9% | 11,309 | $7.4M |
| Luken Investment Analytics, LLC | 2.83% | Reduce -5.6% | 11,302 | $7.4M |
| Waters Parkerson & Co., LLC | 0.38% | Reduce -66.1% | 11,231 | $7.3M |
| Wilkins Miller Wealth Management, LLC | 4.43% | Reduce -5.7% | 11,222 | $7.3M |
| FAS Wealth Partners, Inc. | 0.46% | Reduce -2.1% | 11,211 | $7.3M |
| Badgley Phelps Wealth Managers, LLC | 0.15% | Reduce -1.1% | 11,168 | $7.3M |
| Old Mission Capital LLC | 0.17% | Reduce -49.3% | 11,125 | $7.3M |
| SFE Investment Counsel | 1.16% | Add +38.5% | 11,114 | $7.3M |
| Cadent Capital Advisors, LLC | 1.91% | Add +2.5% | 11,046 | $7.2M |
| Baldwin Wealth Partners LLC | 0.52% | Reduce -27.8% | 11,045 | $7.2M |
| Wall Capital Group, Inc. | 7.68% | Add +1.3% | 11,017 | $7.2M |
| Meramec Financial Planners, LLC | 2.85% | Reduce -6.0% | 10,088 | $7.2M |
| Redhawk Wealth Advisors, Inc. | 0.79% | Add +4.8% | 10,975 | $7.2M |
| Aletheian Wealth Advisors LLC | 3.49% | — | 10,953 | $7.2M |
| Smithbridge Asset Management Inc. | 1.06% | Add +144.9% | 10,943 | $7.1M |
| Patten Group, Inc. | 1.24% | Reduce -3.7% | 10,928 | $7.1M |
| PFS Partners, LLC | 3.27% | Add +0.6% | 10,909 | $7.1M |
| Cardiff Park Advisors, LLC | 0.57% | Add +1.6% | 10,887 | $7.1M |
| TFR Capital, LLC. | 2.17% | Reduce -1.6% | 10,849 | $7.1M |
| Fortis Capital Management LLC | 0.95% | Add +24.9% | 10,838 | $7.1M |
| Alta Wealth Advisors LLC | 2.28% | Add +33.3% | 10,769 | $7.0M |
| TFB Advisors LLC | 3.68% | Reduce -47.0% | 10,762 | $7.0M |
| Salem Investment Counselors Inc. | 0.21% | Reduce -1.8% | 10,745 | $7.0M |
| Strid Group, LLC | 0.87% | Add +30.0% | 10,729 | $7.0M |
| InTrack Investment Management Inc | 3.98% | Add +10.8% | 10,683 | $7.0M |
| PW Advisors, LLC \ FL | 5.21% | Add +25.2% | 10,652 | $7.0M |
| PMV Capital Advisers, LLC | 11.68% | Add +9.6% | 10,596 | $6.9M |
| United Community Bank | 2.29% | Reduce -12.5% | 10,524 | $6.9M |
| Yelin Lapidot Holdings Management Ltd. | 1.43% | Reduce -25.7% | 10,486 | $6.8M |
| LifePlan Investment Advisors, Inc. | 2.68% | Add +35.2% | 10,460 | $6.8M |
| Mission Creek Capital Partners, Inc. | 1.36% | Reduce -1.1% | 10,451 | $6.8M |
| Triad Wealth Partners, LLC | 0.54% | Add +38.9% | 10,440 | $6.8M |
| Selective Wealth Management, Inc. | 2.02% | Reduce -1.8% | 9,539 | $6.8M |
| Burke & Herbert Bank & Trust Co. | 1.88% | Reduce -1.2% | 10,418 | $6.8M |
| Norden Group LLC | 0.65% | Reduce -2.1% | 10,413 | $6.8M |
| Firethorn Wealth Partners, LLC | 2.49% | Add +2.4% | 10,404 | $6.8M |
| Venturi Wealth Management, LLC | 0.31% | Reduce -34.2% | 10,399 | $6.8M |
| Galvin, Gaustad & Stein, LLC | 0.55% | Add +17.8% | 10,392 | $6.8M |
| BlueChip Wealth Advisors LLC | 2.97% | Add +1.4% | 10,341 | $6.8M |
| Allen Capital Group, LLC | 0.61% | Add +0.2% | 10,340 | $6.8M |
| Ridgecrest Wealth Partners, LLC | 3.73% | Add +0.3% | 10,339 | $6.8M |
| C M Bidwell & Associates Ltd. | 3.15% | No change | 10,331 | $6.7M |
| Hi-Line Capital Management, LLC | 2.12% | Add +10.8% | 10,327 | $6.7M |
| Houlihan Financial Resource Group, Ltd. | 2.63% | Add +0.1% | 10,326 | $6.7M |
| NovaPoint Capital, LLC | 1.69% | Add +3.3% | 10,299 | $6.7M |
| Pinnacle Bancorp, Inc. | 1.99% | Reduce -0.8% | 10,299 | $6.7M |
| Zurich Insurance Group Ltd | 0.05% | No change | 10,270 | $6.7M |
| Blue Bell Private Wealth Management, LLC | 0.95% | Add +4.2% | 10,116 | $6.6M |
| CVFG LLC | 0.82% | Add +58.2% | 10,113 | $6.6M |
| Vanguard Advisers Inc. | 0.03% | — | 10,110 | $6.6M |
| Level Four Advisory Services, LLC | 0.22% | Add +3.4% | 10,103 | $6.6M |
| SK Wealth Management, LLC | 1.83% | Add +3.0% | 9,960 | $6.6M |
| Idaho Trust Co | 2.14% | Add +0.8% | 10,077 | $6.6M |
| Landmark Wealth Management, LLC | 1.76% | Add +3.9% | 10,063 | $6.6M |
| Tru Independence Asset Management 2, LLC | 4.02% | Add +12.3% | 10,014 | $6.5M |
| Cassia Capital Partners, LLC | 3.36% | Reduce -31.3% | 10,012 | $6.5M |
| Power Wealth Management LLC | 2.43% | Reduce -0.8% | 9,995 | $6.5M |
| Banque Pictet & Cie SA | 0.08% | No change | 9,992 | $6.5M |
| Wincap Financial LLC | 4.34% | Reduce -3.4% | 9,992 | $6.5M |
| Black Diamond Financial, LLC | 0.71% | Add +9.8% | 9,986 | $6.5M |
| Mma Asset Management LLC | 2.29% | Reduce -36.1% | 9,957 | $6.5M |
| Bestgate Wealth Advisors, LLC | 11.71% | Reduce -0.7% | 9,942 | $6.5M |
| Variant Private Wealth, LLC | 7.86% | Add +0.2% | 9,940 | $6.5M |
| Lake Street Private Wealth, LLC | 0.83% | Add +0.1% | 9,878 | $6.5M |
| KDK Private Wealth Management, LLC | 5.90% | Reduce -0.3% | 9,944 | $6.4M |
| Vawter Financial, Ltd. | 2.71% | Add +2.3% | 9,856 | $6.4M |
| J. R. Prunier Capital Management LLC | 2.73% | Add +13.6% | 9,845 | $6.4M |
| Purewater Capital LLC | 6.14% | — | 9,800 | $6.4M |
| PUREfi Wealth, LLC | 4.18% | Add +58.9% | 9,776 | $6.4M |
| Windsor Advisory Group, LLC | 5.32% | No change | 9,751 | $6.4M |
| Schorn Wealth LLC | 1.92% | Add +12.3% | 9,716 | $6.3M |
| Stratos Wealth Advisors, LLC | 0.39% | Reduce -65.8% | 9,682 | $6.3M |
| PlanVest Financial, Inc | 4.81% | — | 9,674 | $6.3M |
| Daymark Wealth Partners, LLC | 0.20% | Reduce -3.1% | 9,655 | $6.3M |
| MRP Capital Investments, LLC | 5.49% | Add +0.0% | 9,645 | $6.3M |
| Parkside Financial Bank & Trust | 0.48% | Reduce -1.1% | 9,642 | $6.3M |
| Brady Family Wealth, LLC | 1.96% | Add +5.0% | 9,621 | $6.3M |
| Annex Advisory Services, LLC | 0.12% | Reduce -3.3% | 9,600 | $6.3M |
| Graves Light Lenhart Wealth, Inc. | 0.65% | Reduce -0.6% | 9,596 | $6.3M |
| Lane Brothers & Co. Inc. | 4.56% | Reduce -7.8% | 9,587 | $6.3M |
| Dunhill Financial, LLC | 1.47% | Add +54.2% | 9,565 | $6.2M |
| Fiduciary Group, LLC | 0.53% | Reduce -0.1% | 9,563 | $6.2M |
| Sei Investments Co. | 0.01% | Reduce -80.3% | 9,541 | $6.2M |
| Blalock Williams, LLC | 4.81% | Add +28.5% | 9,520 | $6.2M |
| Daner Wealth Management, LLC | 3.65% | Reduce -0.2% | 8,376 | $6.2M |
| 1 North Wealth Services LLC | 2.24% | Add +0.5% | 9,494 | $6.2M |
| Leo Wealth, LLC | 0.45% | Reduce -9.2% | 9,492 | $6.2M |
| Turtle Creek Wealth Advisors, LLC | 0.47% | Reduce -12.7% | 9,486 | $6.2M |
| Johnson Financial Group, LLC | 0.41% | Add +11.7% | 9,462 | $6.2M |
| FLC Capital Advisors | 1.12% | Add +0.8% | 9,443 | $6.2M |
| New Age Alpha Advisors, LLC | 0.29% | Add +23.7% | 9,418 | $6.2M |
| Burney Co./ | 0.19% | Reduce -14.9% | 9,365 | $6.1M |
| Trust Co | 0.57% | Reduce -20.1% | 9,356 | $6.1M |
| Vident Advisory, LLC | 0.05% | Add +5.3% | 9,342 | $6.1M |
| Heritage Family Offices, LLP | 2.71% | Reduce -8.6% | 9,342 | $6.1M |
| TCTC Holdings, LLC | 0.17% | Reduce -0.7% | 9,319 | $6.1M |
| NBT Bank, N.A. | 0.40% | Add +59.7% | 9,309 | $6.1M |
| First Financial Bankshares Inc | 0.12% | Reduce -10.8% | 9,304 | $6.1M |
| Interchange Capital Partners, LLC | 1.91% | Reduce -7.7% | 10,683 | $6.1M |
| First Bank & Trust | 0.98% | Add +36.1% | 9,268 | $6.1M |
| Guyasuta Investment Advisors Inc. | 0.35% | Reduce -2.0% | 9,251 | $6.0M |
| Glassman Wealth Services | 0.82% | Reduce -2.6% | 9,248 | $6.0M |
| Magnus Financial Group LLC | 0.49% | Add +0.9% | 9,241 | $6.0M |
| Ofc Financial Planning, LLC | 5.93% | No change | 9,233 | $6.0M |
| Compass Ion Advisors, LLC | 0.57% | Reduce -0.8% | 9,209 | $6.0M |
| Power Alpha Investment Ltd | 0.69% | No change | 9,200 | $6.0M |
| Wall Street Financial Group, Inc. | 3.55% | Reduce -4.6% | 9,184 | $6.0M |
| First Trust Advisors LP | 0.00% | Reduce -60.8% | 9,184 | $6.0M |
| Essential Planning, LLC. | 1.91% | Reduce -1.8% | 9,181 | $6.0M |
| Apella Capital, LLC | 0.09% | Add +55.5% | 8,389 | $6.0M |
| Nuveen, LLC | 0.00% | Reduce -16.0% | 9,132 | $6.0M |
| Camden National Bank | 0.81% | Reduce -1.9% | 9,128 | $6.0M |
| West Branch Capital LLC | 1.59% | Reduce -0.1% | 9,120 | $6.0M |
| Dana Investment Advisors, Inc. | 0.18% | Add +9.7% | 9,118 | $6.0M |
| Signal Advisors Wealth, LLC | 0.41% | Reduce -2.3% | 9,100 | $5.9M |
| Curat Global, LLC | 5.85% | Add +48.3% | 9,088 | $5.9M |
| Jamison Private Wealth Management, Inc. | 0.74% | Add +2.9% | 9,083 | $5.9M |
| Madson Wealth Advisors Inc | 4.93% | — | 9,081 | $5.9M |
| Cassaday & Co Wealth Management LLC | 0.13% | Add +5.8% | 9,066 | $5.9M |
| Verity Asset Management, Inc. | 2.47% | Add +3.2% | 9,019 | $5.9M |
| Sunburst Financial Group, LLC | 1.13% | Reduce -0.5% | 9,013 | $5.9M |
| Bluedoor Private Wealth, LLC | 2.72% | Reduce -0.2% | 8,988 | $5.9M |
| McCarter Private Wealth Services LLC | 2.55% | Reduce -0.6% | 8,973 | $5.9M |
| Stockman Wealth Management, Inc. | 0.65% | Reduce -0.6% | 8,950 | $5.8M |
| GSG Advisors LLC | 1.52% | Add +3.5% | 8,932 | $5.8M |
| Olde Wealth Management, LLC | 1.85% | Reduce -1.9% | 8,930 | $5.8M |
| Bayban | 5.06% | Reduce -0.3% | 8,902 | $5.8M |
| Cooper Financial Group | 0.59% | Add +34.0% | 8,896 | $5.8M |
| Defined Wealth Management, LLC | 3.40% | Add +0.1% | 8,874 | $5.8M |
| Essex Bank | 1.28% | Reduce -2.0% | 8,874 | $5.8M |
| Bear Mountain Capital, Inc. | 1.74% | No change | 8,128 | $5.8M |
| Lifeworks Advisors, LLC | 0.74% | Reduce -22.5% | 8,851 | $5.8M |
| James J. Burns & Company, LLC | 0.78% | Reduce -4.0% | 8,842 | $5.8M |
| Atlas Capital Advisors Inc. | 0.66% | Add +4.0% | 8,820 | $5.8M |
| Perspective Wealth Advisors LLC | 3.73% | Add +1.9% | 8,801 | $5.7M |
| Affiance Financial, LLC | 0.93% | Reduce -1.4% | 8,773 | $5.7M |
| Dogwood Wealth Management LLC | 2.49% | No change | 8,773 | $5.7M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +2.3% | 8,738 | $5.7M |
| Pinnacle Wealth Planning Services, Inc. | 0.59% | Add +5.1% | 8,726 | $5.7M |
| Kera Capital Partners, Inc. | 0.70% | Reduce -0.5% | 8,720 | $5.7M |
| Ayalon Insurance Comp Ltd. | 1.16% | Add +9.9% | 8,703 | $5.7M |
| Sonoma Private Wealth LLC | 6.99% | Add +3.4% | 8,697 | $5.7M |
| Tempus Wealth Planning, LLC | 1.30% | Reduce -0.7% | 8,682 | $5.7M |
| Truefg, LLC | 1.50% | Reduce -3.4% | 8,680 | $5.7M |
| Colony Family Offices, LLC | 1.40% | Add +13.8% | 8,677 | $5.7M |
| Keystone Financial Services, LLC | 3.81% | Add +2.4% | 8,675 | $5.7M |
| Accelerate Investment Advisors LLC | 3.77% | Add +17.1% | 8,650 | $5.6M |
| Legacy Advisory Services, LLC | 4.31% | Add +1.8% | 8,646 | $5.6M |
| Semus Wealth Partners LLC | 3.15% | Add +8.0% | 8,644 | $5.6M |
| Kennicott Capital Management LLC | 3.08% | Reduce -0.5% | 8,643 | $5.6M |
| Opulen Financial Group LLC | 3.97% | Add +11.1% | 8,641 | $5.6M |
| Forte Asset Management LLC | 2.47% | Reduce -22.3% | 8,599 | $5.6M |
| HM Payson & Co. | 0.08% | Add +7.8% | 8,570 | $5.6M |
| Nicholas Hoffman & Company, LLC. | 0.13% | Reduce -0.8% | 8,555 | $5.6M |
| Quadcap Wealth Management, LLC | 0.64% | Add +0.2% | 8,555 | $5.6M |
| Forum Financial Management, LP | 0.08% | Reduce -8.8% | 8,546 | $5.6M |
| BCU Wealth Advisors, LLC | 2.08% | Add +30.0% | 8,546 | $5.6M |
| WESPAC Advisors, LLC | 3.05% | Reduce -37.0% | 8,535 | $5.6M |
| Mayport, LLC | 1.03% | Add +120.0% | 8,520 | $5.6M |
| Kwmg, LLC | 0.46% | Reduce -0.1% | 8,498 | $5.6M |
| HUB Investment Partners, LLC | 0.14% | Add +25.7% | 8,495 | $5.5M |
| Two West Capital Advisors LLC | 2.93% | Add +27.9% | 7,741 | $5.5M |
| Stonebridge Financial Planning Group, LLC | 2.03% | Reduce -5.4% | 8,470 | $5.5M |
| Arista Wealth Management, LLC | 0.67% | Add +0.8% | 8,446 | $5.5M |
| St. Johns Investment Management Company, LLC | 2.32% | Reduce -2.8% | 8,426 | $5.5M |
| Reflection Asset Management | 3.36% | Add +13.1% | 7,626 | $5.5M |
| M3 Advisory Group, LLC | 3.39% | Add +0.3% | 8,408 | $5.5M |
| Curtis Wealth Management LLC | 5.15% | Add +33.9% | 8,403 | $5.5M |
| Coastline Complete Wealth LLC | 3.40% | Add +0.3% | 8,394 | $5.5M |
| Peak Asset Management, LLC | 0.97% | Reduce -0.5% | 8,384 | $5.5M |
| Financial Concepts Unlimited, Inc. | 4.91% | — | 8,380 | $5.5M |
| American Trust | 0.48% | Reduce -5.6% | 8,345 | $5.5M |
| Advisor OS, LLC | 0.39% | Add +103.4% | 8,332 | $5.4M |
| Brookwood Investment Group LLC | 0.69% | Reduce -1.4% | 8,308 | $5.4M |
| 1834 Investment Advisors Co. | 0.67% | Reduce -4.1% | 8,273 | $5.4M |
| Zacks Investment Management | 0.04% | Add +29.8% | 8,213 | $5.4M |
| ATX Financial Planning, LLC | 4.07% | Reduce -10.4% | 8,207 | $5.4M |
| Sprinkle Financial Consultants LLC | 2.47% | Add +2.3% | 8,155 | $5.3M |
| Winthrop Capital Management, LLC | 1.37% | Reduce -28.0% | 8,154 | $5.3M |
| Financial Council, LLC | 2.05% | Reduce -0.5% | 8,151 | $5.3M |
| Medallion Wealth Advisors, LLC | 1.74% | Add +6.3% | 8,139 | $5.3M |
| Journey Advisory Group, LLC | 0.46% | Reduce -22.2% | 8,137 | $5.3M |
| Seven Springs Wealth Group, LLC | 1.25% | Reduce -0.1% | 8,125 | $5.3M |
| Patten & Patten Inc. | 0.32% | Reduce -0.2% | 8,123 | $5.3M |
| Northland Securities, Inc. | 5.03% | Add +1.3% | 8,090 | $5.3M |
| Carret Asset Management, LLC | 0.52% | Add +5.3% | 8,063 | $5.3M |
| Americana Partners, LLC | 0.14% | Add +2.9% | 8,062 | $5.3M |
| Morling Financial Advisors, LLC | 1.62% | Reduce -0.5% | 8,055 | $5.3M |
| Raleigh Capital Management Inc. | 1.81% | Add +33.8% | 8,050 | $5.3M |
| Franklin, Parlapiano, Turner & Welch, LLC | 1.25% | No change | 7,364 | $5.2M |
| 49 Wealth Management, LLC | 0.39% | Reduce -2.4% | 8,019 | $5.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -73.5% | 8,010 | $5.2M |
| Bluespring Wealth Management, LLC | 0.45% | Reduce -0.1% | 7,990 | $5.2M |
| Florida Trust Wealth Management Co | 0.15% | Add +26.2% | 7,975 | $5.2M |
| Quad-Cities Investment Group, LLC | 2.08% | Reduce -1.5% | 7,975 | $5.2M |
| Capstone Wealth Management, Inc. | 4.41% | Add +2.1% | 7,878 | $5.2M |
| Davis R M Inc. | 0.09% | Add +33.5% | 7,942 | $5.2M |
| Traynor Capital Management, Inc. | 0.31% | Add +4.2% | 8,163 | $5.2M |
| Beacon Bank & Trust | 1.06% | Add +4.4% | 7,932 | $5.2M |
| Wealth Advisors of Iowa, LLC | 1.60% | Reduce -9.0% | 7,931 | $5.2M |
| Rockwood Wealth Management, LLC | 0.37% | Add +1.0% | 7,898 | $5.2M |
| ADG Wealth Management Group, LLC | 3.56% | Add +0.1% | 7,892 | $5.2M |
| Access Financial Services, Inc. | 1.83% | Reduce -0.3% | 7,887 | $5.2M |
| Milestone Asset Management Group, LLC | 3.01% | Add +0.3% | 7,885 | $5.2M |
| Burling Wealth Partners, LLC | 0.83% | Add +8.2% | 7,855 | $5.1M |
| Schmidt P J Investment Management Inc. | 0.86% | Add +3.5% | 7,836 | $5.1M |
| Rinkey Investments | 1.31% | Reduce -0.1% | 7,831 | $5.1M |
| Milestone Asset Management, LLC | 0.94% | Add +624.4% | 7,809 | $5.1M |
| Pachira Investments Inc. | 2.38% | Reduce -9.7% | 7,799 | $5.1M |
| Quadrant Private Wealth Management, LLC | 0.79% | Reduce -10.5% | 7,796 | $5.1M |
| Sage Financial Group Inc. | 0.33% | Add +18.0% | 7,795 | $5.1M |
| Smith Thornton Advisors LLC | 2.56% | Reduce -0.9% | 7,792 | $5.1M |
| Hilltop Holdings Inc. | 0.46% | Reduce -18.4% | 7,773 | $5.1M |
| University of Texas/Texas Am Investment Management Co. | 0.74% | Add +2.6% | 7,763 | $5.1M |
| Stage Harbor Financial, LLC | 3.36% | Reduce -3.2% | 7,755 | $5.1M |
| Mitchell Capital Management Co. | 0.93% | Reduce -2.6% | 7,732 | $5.1M |
| SBI Okasan Asset Management Co.Ltd. | 0.21% | Add +25.0% | 7,952 | $5.0M |
| Alpha Advisors, LLC | 3.98% | Reduce -1.0% | 7,728 | $5.0M |
| Woodmont Investment Counsel LLC | 0.31% | Add +7.7% | 7,727 | $5.0M |
| Financial Perspectives, Inc | 1.40% | Add +2.7% | 7,685 | $5.0M |
| Spectrum Strategic Capital Management, LLC | 2.69% | Reduce -5.3% | 7,649 | $5.0M |
| Rossby Financial, LCC | 1.04% | Add +61.0% | 7,586 | $5.0M |
| Macroview Investment Management LLC | 3.48% | Add +3.4% | 7,629 | $5.0M |
| Auxano Advisors, LLC | 0.99% | Reduce -0.8% | 7,628 | $5.0M |
| Aufman Associates Inc | 2.44% | Reduce -1.0% | 7,626 | $5.0M |
| Quest 10 Wealth Builders, Inc. | 4.36% | Add +0.8% | 7,616 | $5.0M |
| Armbruster Capital Management, Inc. | 0.82% | Add +14.8% | 7,615 | $5.0M |
| AA Financial Advisors, LLC | 0.70% | Reduce -21.8% | 7,592 | $5.0M |
| World Equity Group, Inc. | 1.28% | Reduce -3.7% | 7,539 | $4.9M |
| Rathbones Group PLC | 0.02% | Reduce -3.3% | 7,531 | $4.9M |
| SHP Wealth Management | 0.37% | Reduce -4.4% | 7,527 | $4.9M |
| Avail Investment Partners, LLC | 5.25% | — | 7,520 | $4.9M |
| Kestra Investment Management, LLC | 0.08% | Add +14.7% | 7,505 | $4.9M |
| Perissos Private Wealth Management, LLC | 4.25% | Reduce -45.1% | 7,504 | $4.9M |
| Tufton Capital Management | 0.89% | Add +3.3% | 7,501 | $4.9M |
| Marathon Wealth Advisors LLC | 2.00% | Reduce -9.5% | 7,476 | $4.9M |
| Trust Co of the South | 0.78% | Reduce -0.6% | 7,416 | $4.8M |
| Infinity Wealth Counsel, LLC | 4.45% | Add +0.5% | 7,413 | $4.8M |
| Nemes Rush Group LLC | 0.46% | Reduce -6.6% | 7,411 | $4.8M |
| Triglav Investments, D.O.O. | 0.34% | Reduce -1.1% | 7,405 | $4.8M |
| Pettyjohn, Wood & White, Inc. | 0.77% | Reduce -0.0% | 7,384 | $4.8M |
| Madison Asset Management, LLC | 0.06% | Add +2.8% | 7,378 | $4.8M |
| Stegner Investment Associates Inc. | 2.64% | Add +0.6% | 7,377 | $4.8M |
| Debussy Capital Management LP | 0.66% | Reduce -0.9% | 7,340 | $4.8M |
| Edgemoor Investment Advisors, Inc. | 0.38% | Add +0.1% | 7,338 | $4.8M |
| Marex Group Ltd | 0.05% | Reduce -1.3% | 7,337 | $4.8M |
| Oxinas Partners, LLC | 2.19% | Add +5.7% | 7,332 | $4.8M |
| Piedmont Capital Management, LLC | 3.19% | Add +0.1% | 7,325 | $4.8M |
| Chilton Capital Management LLC | 0.17% | Add +7.0% | 7,313 | $4.8M |
| Atlas Brown,Inc. | 1.44% | Reduce -2.1% | 7,309 | $4.8M |
| Berkeley, Inc | 1.60% | Reduce -4.2% | 7,295 | $4.8M |
| Independence Bank of Kentucky | 0.60% | Add +0.3% | 7,269 | $4.7M |
| LVZ, Inc. | 0.54% | Reduce -12.4% | 7,261 | $4.7M |
| NorthStar Asset Management LLC | 2.29% | Reduce -1.0% | 7,251 | $4.7M |
| Winthrop Partners - WNY, LLC | 2.52% | Reduce -0.8% | 7,233 | $4.7M |
| Arcadia Wealth Management, Inc. | 2.56% | Add +17.6% | 7,229 | $4.7M |
| Cornell Pochily Investment Advisors, Inc. | 1.39% | Add +1.1% | 7,226 | $4.7M |
| Marietta Wealth Management, LLC | 0.56% | Reduce -3.2% | 7,222 | $4.7M |
| Paladin Advisory Group, LLC | 3.58% | Reduce -5.3% | 7,204 | $4.7M |
| West Paces Advisors Inc. | 0.91% | No change | 7,200 | $4.7M |
| Foresight Capital Management Advisors, Inc. | 2.61% | Add +1.4% | 7,174 | $4.7M |
| Raab & Moskowitz Asset Management LLC | 1.04% | Reduce -4.4% | 7,172 | $4.7M |
| TFO Wealth Partners, LLC | 0.64% | Add +0.0% | 7,148 | $4.7M |
| Harvey Capital Management Inc. | 1.06% | Reduce -0.2% | 7,138 | $4.7M |
| South Plains Financial, Inc. | 2.71% | Add +4.7% | 7,134 | $4.7M |
| Rockland Trust Co. | 0.19% | Reduce -34.2% | 7,131 | $4.7M |
| Bridgewater Advisors Inc. | 0.28% | Add +1.1% | 6,229 | $4.6M |
| PFG Investments, LLC | 0.22% | Reduce -33.1% | 7,107 | $4.6M |
| Wealthgarden F.S. LLC | 3.16% | Add +20.2% | 7,095 | $4.6M |
| SeaBridge Investment Advisors LLC | 0.78% | Add +2.1% | 7,077 | $4.6M |
| Palisade Capital Management, LP | 0.17% | Reduce -41.9% | 7,066 | $4.6M |
| New England Private Wealth Advisors LLC | 0.53% | Add +0.1% | 7,062 | $4.6M |
| KKM Financial LLC | 0.82% | No change | 6,726 | $4.6M |
| Petersen Hastings Wealth Advisors Inc. | 0.42% | Reduce -0.6% | 7,053 | $4.6M |
| Diversified Management Inc. | 0.79% | Add +7.5% | 7,049 | $4.6M |
| Comprehensive Financial Planning, Inc. | 3.19% | Add +11.3% | 7,046 | $4.6M |
| Hudson Bay Capital Management LP | 0.03% | New | 7,000 | $4.6M |
| Davidson Trust Co. | 1.96% | No change | 6,975 | $4.6M |
| McNaughton Wealth Management, LLC | 1.88% | Reduce -0.7% | 6,967 | $4.6M |
| Weaver Consulting Group | 1.08% | Reduce -0.4% | 6,954 | $4.5M |
| Harbor Asset Planning, Inc. | 3.82% | Add +0.3% | 6,944 | $4.5M |
| McMillan Office, Inc. | 0.58% | No change | 6,944 | $4.5M |
| Prostatis Group LLC | 1.16% | Reduce -20.2% | 6,929 | $4.5M |
| First Western Trust Bank | 0.23% | Add +66.7% | 6,924 | $4.5M |
| Stephen J. Garry & Associates, LLC | 3.64% | Reduce -6.9% | 6,922 | $4.5M |
| Inspire Advisors, LLC | 0.37% | Add +34.9% | 6,913 | $4.5M |
| Ellis Investment Partners, LLC | 0.78% | Reduce -0.3% | 6,912 | $4.5M |
| Bearing Point Capital, LLC | 0.71% | Reduce -5.6% | 6,894 | $4.5M |
| Summit Wealth Group LLC / Co. | 0.47% | Add +19.6% | 6,884 | $4.5M |
| O'Connor Financial Group LLC | 1.84% | Reduce -1.3% | 6,870 | $4.5M |
| Howard Financial Services, LTD. | 0.51% | Add +4.3% | 6,867 | $4.5M |
| LOM Asset Management Ltd | 1.29% | Reduce -1.9% | 6,865 | $4.5M |
| Cornerstone Partners Capital Management, LLC | 11.12% | Reduce -7.3% | 6,858 | $4.5M |
| Meridian Wealth Partners, LLC | 0.61% | Reduce -2.0% | 6,850 | $4.5M |
| Gallagher Fiduciary Advisors, LLC | 0.17% | Add +7.8% | 6,848 | $4.5M |
| Northeast Investment Management | 0.18% | Reduce -9.5% | 6,826 | $4.5M |
| Howard Wealth Management, LLC | 1.87% | Add +11.5% | 6,813 | $4.5M |
| Paces Ferry Wealth Advisors, LLC | 1.85% | Reduce -0.4% | 6,811 | $4.4M |
| Everhart Financial Group, Inc. | 0.38% | Add +14.3% | 6,811 | $4.4M |
| Three Seasons Wealth, LLC | 1.69% | Reduce -7.1% | 6,776 | $4.4M |
| Sage Capital Advisors,llc | 1.03% | Add +0.1% | 6,769 | $4.4M |
| Strategies Wealth Advisors, LLC | 0.44% | Add +1.1% | 6,768 | $4.4M |
| Cassilly Financial Group LLC | 3.83% | Add +4.8% | 6,763 | $4.4M |
| Measured Wealth Private Client Group, LLC | 1.20% | Reduce -5.2% | 6,749 | $4.4M |
| New Jersey Better Educational Savings Trust | 7.21% | New | 6,724 | $4.4M |
| BOS Asset Management, LLC | 1.12% | Reduce -15.5% | 6,704 | $4.4M |
| Stokes Family Office, LLC | 0.45% | Reduce -2.6% | 6,703 | $4.4M |
| Sonata Capital Group Inc. | 1.61% | Reduce -0.0% | 6,695 | $4.4M |
| First American Trust, FSB | 0.29% | Reduce -4.7% | 6,678 | $4.4M |
| Discipline Wealth Solutions, LLC | 0.46% | Add +17.1% | 6,671 | $4.4M |
| First United Bank & Trust | 1.41% | Reduce -0.9% | 6,654 | $4.3M |
| Oakwell Private Wealth Management, LLC | 0.77% | No change | 6,645 | $4.3M |
| WNY Asset Management, LLC | 0.45% | — | 6,643 | $4.3M |
| Capital Asset Managemnet, LLC | 4.87% | Add +33.1% | 6,623 | $4.3M |
| Vision Retirement, LLC | 1.23% | Reduce -20.9% | 6,622 | $4.3M |
| Forza Wealth Management, LLC | 1.50% | Add +6.8% | 6,598 | $4.3M |
| Helium Advisors LLC | 4.12% | Reduce -0.5% | 6,589 | $4.3M |
| GAMMA Investing LLC | 0.20% | Reduce -15.7% | 6,575 | $4.3M |
| Edmond DE Rothschild Holding S.A. | 0.06% | Reduce -21.9% | 6,568 | $4.3M |
| Thrive Wealth Management, LLC | 0.64% | Add +6.6% | 6,556 | $4.3M |
| Insight Advisors, LLC/ PA | 0.81% | Reduce -9.0% | 6,549 | $4.3M |
| Boston Family Office LLC | 0.28% | Reduce -0.2% | 6,537 | $4.3M |
| Jackson, Grant Investment Advisers, Inc. | 1.42% | Reduce -1.1% | 6,514 | $4.3M |
| W1M Asset Management Ltd | 0.05% | Add +16.7% | 6,495 | $4.2M |
| Straight Path Wealth Management | 1.13% | Add +0.3% | 6,490 | $4.2M |
| Investors Research Corp | 0.81% | Add +0.1% | 6,486 | $4.2M |
| First Business Financial Services, Inc. | 0.38% | Add +10.2% | 6,474 | $4.2M |
| Intelligent Financial Strategies | 2.20% | Add +0.0% | 6,463 | $4.2M |
| Mairs & Power Inc. | 0.04% | Reduce -0.3% | 6,461 | $4.2M |
| Triune Financial Partners, LLC | 1.00% | Reduce -2.4% | 6,460 | $4.2M |
| Harbour Capital Advisors, LLC | 0.80% | Add +0.3% | 5,899 | $4.2M |
| J.M. Arbour, LLC | 4.04% | Add +36.4% | 6,445 | $4.2M |
| Cary Street Partners Investment Advisory LLC | 1.07% | Add +16.0% | 6,439 | $4.2M |
| Plum Street Advisors, LLC | 1.45% | Reduce -4.0% | 6,429 | $4.2M |
| Lifelong Wealth Advisors, Inc. | 1.12% | Add +10.8% | 6,427 | $4.2M |
| Polymer Capital Management (HK) LTD | 0.59% | Add +18.5% | 6,400 | $4.2M |
| Richard W. Paul & Associates, LLC | 1.41% | Reduce -6.6% | 6,396 | $4.2M |
| B&D White Capital Company, LLC | 0.52% | Reduce -80.6% | 6,383 | $4.2M |
| Kaydan Wealth Management, Inc. | 1.39% | Add +2.5% | 6,383 | $4.2M |
| Michels Family Financial, LLC | 3.00% | Reduce -0.3% | 6,360 | $4.2M |
| Koesten, Hirschmann & Crabtree, INC. | 2.02% | No change | 6,352 | $4.1M |
| Sandhill Capital Partners LLC | 0.36% | Add +130.1% | 6,351 | $4.1M |
| OFS Enterprise LLC | 1.22% | — | 6,349 | $4.1M |
| Portside Wealth Group, LLC | 0.56% | Reduce -7.7% | 6,346 | $4.1M |
| Flywheel Private Wealth LLC | 2.36% | Reduce -1.3% | 6,346 | $4.1M |
| CoreFirst Bank & Trust | 2.20% | Add +4.5% | 6,345 | $4.1M |
| Cahill Financial Advisors Inc. | 0.45% | Reduce -8.4% | 6,337 | $4.1M |
| Kohmann Bosshard Financial Services, LLC | 0.40% | No change | 6,317 | $4.1M |
| Hill Island Financial LLC | 1.00% | Reduce -0.1% | 6,303 | $4.1M |
| Allen Investment Management, LLC | 0.05% | Add +4.5% | 6,301 | $4.1M |
| Arlington Trust Co LLC | 0.36% | No change | 6,296 | $4.1M |
| GDS Wealth Management | 0.25% | Add +3.9% | 6,276 | $4.1M |
| Torrey-Payne Wealth Management, LLC | 3.76% | Add +6.0% | 6,269 | $4.1M |
| O'Keefe Stevens Advisory, Inc. | 1.01% | New | 6,268 | $4.1M |
| Laurel Wealth Planning LLC | 2.16% | Add +3.1% | 6,260 | $4.1M |
| First County Bank | 2.19% | No change | 6,235 | $4.1M |
| Romano Brothers and Company | 0.46% | Reduce -0.5% | 6,234 | $4.1M |
| Beverly Hills Private Wealth, LLC | 0.69% | Add +2.1% | 6,225 | $4.1M |
| Southern Michigan Bank & Trust | 1.56% | — | 6,221 | $4.1M |
| Antonelli Financial Advisors, LLC | 2.80% | Reduce -25.4% | 6,213 | $4.1M |
| Wealth Management Nebraska | 0.41% | Add +0.4% | 6,205 | $4.1M |
| ZWJ Investment Counsel Inc. | 0.15% | Reduce -0.8% | 6,186 | $4.0M |
| BCS Private Wealth Management, Inc. | 1.23% | No change | 6,178 | $4.0M |
| Evensky & Katz LLC | 0.23% | Reduce -3.5% | 6,138 | $4.0M |
| SMART Wealth LLC | 1.17% | Add +65.1% | 6,137 | $4.0M |
| Tudor Financial Inc. | 2.04% | Reduce -1.5% | 6,121 | $4.0M |
| Mezzasalma Advisors, LLC | 1.02% | Add +18.9% | 6,116 | $4.0M |
| Gilliland Jeter Wealth Management LLC | 1.18% | Reduce -0.5% | 6,106 | $4.0M |
| American Financial Advisors, LLC | 0.53% | Reduce -2.6% | 6,099 | $4.0M |
| Plan Group Financial, LLC | 0.93% | Reduce -20.9% | 6,088 | $4.0M |
| L.K. Benson & Company, P.C. | 1.31% | Add +1.1% | 6,081 | $4.0M |
| Clifford Swan Investment Counsel LLC | 0.14% | Reduce -2.0% | 6,079 | $4.0M |
| ERn Financial, LLC | 0.74% | Reduce -1.0% | 6,060 | $4.0M |
| Sanchez Gaunt Capital Management, LLC | 2.47% | — | 6,045 | $3.9M |
| Oakworth Capital, Inc. | 0.21% | Reduce -0.8% | 6,031 | $3.9M |
| Invested Advisors | 3.97% | Reduce -0.4% | 6,012 | $3.9M |
| Retirement Management Systems Inc. | 0.95% | Reduce -2.7% | 6,007 | $3.9M |
| McAlister, Sweet & Associates, Inc. | 2.44% | Reduce -0.2% | 6,006 | $3.9M |
| ORBA Wealth Advisors, L.L.C. | 4.65% | Add +1.6% | 5,970 | $3.9M |
| WestHill Financial Advisors, Inc. | 0.74% | Reduce -1.9% | 5,953 | $3.9M |
| Legacy Financial Advisors, Inc. | 0.54% | Add +2.1% | 5,953 | $3.9M |
| Old Mission Investment Co LLC | 0.91% | Reduce -0.4% | 5,943 | $3.9M |
| Schneider Downs Wealth Management Advisors, LP | 0.43% | Add +0.9% | 5,936 | $3.9M |
| Fulcrum Capital LLC | 0.83% | Reduce -6.6% | 5,885 | $3.8M |
| Eaton Financial Holdings Company, LLC | 1.26% | Reduce -15.3% | 5,871 | $3.8M |
| Woodley Farra Manion Portfolio Management Inc. | 0.19% | Add +4.2% | 5,860 | $3.8M |
| Asset One Wealth Management LLC | 0.42% | Reduce -4.7% | 5,406 | $3.8M |
| Equitable Trust Co. | 0.18% | No change | 5,842 | $3.8M |
| Capital Investment Management, Inc. | 1.31% | Add +48.4% | 5,840 | $3.8M |
| Fonville Wealth Management LLC | 0.73% | Add +4.1% | 5,838 | $3.8M |
| Alaethes Wealth, LLC | 1.10% | Add +0.5% | 5,824 | $3.8M |
| Gemmer Asset Management LLC | 0.30% | Reduce -1.2% | 5,814 | $3.8M |
| Cim, LLC | 0.55% | Reduce -10.8% | 5,802 | $3.8M |
| Renasant Bank | 2.68% | Add +251.0% | 5,795 | $3.8M |
| Sculati Wealth Management, LLC | 1.40% | Add +1.4% | 5,786 | $3.8M |
| Ruggaard & Associates LLC | 1.49% | Reduce -3.3% | 5,774 | $3.8M |
| Tennessee Valley Asset Management Partners | 0.50% | Add +60.1% | 5,771 | $3.8M |
| Motco | 0.35% | Reduce -22.4% | 5,768 | $3.8M |
| Fortis Group Advisors, LLC | 0.62% | Reduce -29.1% | 5,204 | $3.7M |
| Blodgett Wealth Advisors, LLC | 2.97% | Add +2.0% | 5,737 | $3.7M |
| Aaron Wealth Advisors LLC | 0.22% | Reduce -4.5% | 5,732 | $3.7M |
| Ipswich Investment Management Co., Inc. | 0.88% | Add +0.3% | 5,731 | $3.7M |
| PGIM Custom Harvest LLC | 0.06% | Add +6.3% | 5,724 | $3.7M |
| First National Bank & Trust Co. of Newtown | 0.80% | Add +48.9% | 5,701 | $3.7M |
| Leeward Financial Partners, LLC | 1.10% | Reduce -2.3% | 5,676 | $3.7M |
| Mason & Associates, LLC | 0.85% | No change | 5,661 | $3.7M |
| Aspen Investment Management Inc | 1.13% | Add +2.4% | 5,660 | $3.7M |
| Gilpin Wealth Management, LLC | 2.93% | Reduce -1.1% | 5,658 | $3.7M |
| Biltmore Family Office, LLC | 0.52% | Add +2.1% | 5,657 | $3.7M |
| Mattson Financial Services, LLC | 0.88% | Add +67.3% | 5,650 | $3.7M |
| Richmond Investment Services, LLC | 0.60% | Add +25.6% | 5,648 | $3.7M |
| Ridgepath Capital Management LLC | 1.83% | Add +5.8% | 5,644 | $3.7M |
| Alterna Wealth Management, Inc. | 2.79% | Add +26.4% | 5,630 | $3.7M |
| Cape Investment Advisory, Inc. | 1.22% | Add +36.5% | 5,619 | $3.7M |
| IMA Advisory Services, Inc. | 0.36% | No change | 5,617 | $3.7M |
| Lincoln Capital Corp. | 1.35% | Reduce -15.9% | 5,602 | $3.7M |
| Frank, Rimerman Advisors LLC | 0.24% | No change | 5,595 | $3.7M |
| Summit Financial Wealth Advisors, LLC | 0.52% | Add +44.8% | 5,577 | $3.6M |
| FSM Wealth Advisors, LLC | 0.47% | Add +2.2% | 5,566 | $3.6M |
| REAP Financial Group, LLC | 0.72% | Add +19.9% | 5,556 | $3.6M |
| Corsicana & Co. | 2.29% | Reduce -1.6% | 6,439 | $3.6M |
| Condor Capital Management | 0.30% | Reduce -2.9% | 5,508 | $3.6M |
| Lyell Wealth Management, LP | 0.26% | Reduce -1.7% | 5,501 | $3.6M |
| Roxbury Financial LLC | 3.22% | Add +5.5% | 5,490 | $3.6M |
| Berman McAleer LLC | 0.49% | Add +1.7% | 5,489 | $3.6M |
| ARS Investment Partners, LLC | 0.19% | Add +0.1% | 5,487 | $3.6M |
| Obsidian Cio, LLC | 3.21% | Add +5.5% | 5,483 | $3.6M |
| One Charles Private Wealth Services, LLC | 0.89% | Add +0.6% | 5,442 | $3.6M |
| Tenzing Financial LLC | 2.67% | Reduce -0.1% | 5,150 | $3.6M |
| Wealth Care LLC | 3.15% | — | 5,423 | $3.5M |
| Old North State Trust, LLC | 2.09% | No change | 5,396 | $3.5M |
| Arcus Capital Partners, LLC | 1.27% | Reduce -52.9% | 5,396 | $3.5M |
| 2UniFi Bank | 1.70% | Reduce -36.6% | 5,384 | $3.5M |
| Stenger Family Office, LLC | 0.62% | Add +0.0% | 5,354 | $3.5M |
| Redwood Wealth Management Group, LLC | 1.51% | Reduce -0.5% | 5,350 | $3.5M |
| Essential Partners LLC | 1.18% | Add +5.3% | 5,350 | $3.5M |
| Newport Capital Group, LLC | 2.13% | No change | 5,346 | $3.5M |
| Asset Dedication, LLC | 0.24% | Add +3.1% | 5,329 | $3.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.59% | Reduce -2.0% | 5,315 | $3.5M |
| Evergreen Wealth Partners LLC | 2.64% | Add +97.8% | 5,290 | $3.5M |
| Goodman Financial Corp | 0.59% | No change | 5,278 | $3.4M |
| Schnieders Capital Management, Llc. | 0.55% | Reduce -0.1% | 5,266 | $3.4M |
| Encompass Wealth Advisors, LLC | 1.19% | Reduce -3.1% | 5,256 | $3.4M |
| Certior Financial Group, LLC | 2.19% | Add +3.3% | 5,254 | $3.4M |
| Vigil Wealth Management, LLC | 2.77% | Reduce -2.7% | 5,252 | $3.4M |
| Global Strategic Investment Solutions, LLC | 0.34% | Add +0.1% | 5,251 | $3.4M |
| Mattern Wealth Management LLC | 0.67% | Reduce -4.4% | 5,246 | $3.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | No change | 5,245 | $3.4M |
| Tolleson Wealth Management, Inc. | 0.50% | Reduce -9.7% | 5,240 | $3.4M |
| Mogy Joel R Investment Counsel Inc. | 0.21% | No change | 5,229 | $3.4M |
| RAM Investment Partners, LLC | 0.60% | Add +323.7% | 5,228 | $3.4M |
| Barnes Pettey Financial Advisors, LLC | 1.49% | Add +3.1% | 5,225 | $3.4M |
| Lansing Street Advisors | 0.86% | Reduce -2.8% | 5,222 | $3.4M |
| Appleton Partners Inc. | 0.24% | Reduce -0.3% | 5,208 | $3.4M |
| Security Benefit Life Insurance Co. | 1.80% | Reduce -20.0% | 5,200 | $3.4M |
| Elmwood Wealth Management, Inc. | 0.94% | New | 5,196 | $3.4M |
| Donaldson Capital Management, LLC | 0.11% | Reduce -3.8% | 5,191 | $3.4M |
| Hopwood Financial Services, Inc. | 2.28% | Add +8.2% | 5,180 | $3.4M |
| Tranquility Partners, LLC | 1.27% | Reduce -0.4% | 5,171 | $3.4M |
| Maripau Wealth Management LLC | 1.48% | Add +19.7% | 5,162 | $3.4M |
| Global Financial Private Client, LLC | 1.10% | Add +5.0% | 5,154 | $3.4M |
| Arcadia Investment Advisors LLC | 1.59% | Reduce -0.1% | 5,147 | $3.4M |
| Balefire, LLC | 0.63% | Reduce -29.4% | 5,109 | $3.3M |
| Stewardship Concepts Financial Services LLC | 2.61% | Add +11.5% | 5,103 | $3.3M |
| Private Capital Management, LLC | 0.34% | Add +3.4% | 5,081 | $3.3M |
| Sunpointe, LLC | 1.09% | Add +1074.5% | 5,074 | $3.3M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +7.5% | 5,049 | $3.3M |
| Itau Unibanco Holding S.A. | 0.08% | Reduce -88.7% | 5,039 | $3.3M |
| Evanson Asset Management, LLC | 0.18% | Reduce -0.0% | 5,033 | $3.3M |
| Arbor Trust Wealth Advisors, LLC | 1.44% | Reduce -1.4% | 5,025 | $3.3M |
| Arcadia Investment Management Corp. | 0.56% | Reduce -3.0% | 5,021 | $3.3M |
| Vontobel Holding Ltd. | 0.01% | Reduce -9.7% | 5,018 | $3.3M |
| Investment Partners, LTD. | 1.17% | Reduce -2.3% | 5,013 | $3.3M |
| Cidel Asset Management Inc. | 0.18% | No change | 5,009 | $3.3M |
| Edgestream Partners, L.P. | 0.11% | Reduce -79.8% | 4,997 | $3.3M |
| Westfuller Advisors, LLC | 1.41% | Add +18.2% | 4,991 | $3.3M |
| Gibbs Wealth Management | 0.43% | Add +151.9% | 4,977 | $3.3M |
| McIlrath & Eck, LLC | 0.24% | Reduce -3.6% | 4,969 | $3.2M |
| Sterling Wealth Advisors Inc | 1.85% | Reduce -0.8% | 4,557 | $3.2M |
| Premier Path Wealth Partners, LLC | 0.42% | Add +3.6% | 4,964 | $3.2M |
| Centaurus Financial, Inc. | 0.15% | Add +1.9% | 4,964 | $3.2M |
| Praetorian Wealth Management, Inc. | 0.62% | Reduce -0.8% | 4,768 | $3.2M |
| First Bancorp, Inc | 1.60% | Reduce -11.8% | 4,932 | $3.2M |
| Rothschild & Co Wealth Management UK Ltd | 0.05% | No change | 4,929 | $3.2M |
| GHP Investment Advisors, Inc. | 0.13% | Add +6.6% | 4,923 | $3.2M |
| Capital Advantage, Inc. | 0.42% | Add +1.6% | 4,892 | $3.2M |
| Family Manage LLC | 0.38% | Add +0.1% | 4,883 | $3.2M |
| SRH Advisors, LLC | 0.91% | No change | 4,879 | $3.2M |
| Warner Financial, Inc. | 1.09% | Reduce -0.2% | 4,863 | $3.2M |
| Optivise Advisory Services LLC | 1.92% | Add +6.6% | 4,855 | $3.2M |
| Hughes Financial Services, LLC | 0.49% | Reduce -0.9% | 4,843 | $3.2M |
| Total Clarity Wealth Management, Inc. | 0.74% | Add +0.3% | 4,843 | $3.2M |
| Eagle Bay Advisors LLC | 2.78% | Reduce -17.9% | 4,823 | $3.2M |
| Caldwell Sutter Capital, Inc. | 1.28% | Reduce -0.5% | 4,821 | $3.1M |
| Signature Resources Capital Management, LLC | 1.49% | Add +3.5% | 4,819 | $3.1M |
| Warm Springs Advisors Inc. | 2.67% | Add +1.9% | 4,809 | $3.1M |
| Mullaney, Keating & Wright, Inc. | 1.71% | Add +0.3% | 4,808 | $3.1M |
| Silver Oak Securities, Incorporated | 0.23% | Reduce -51.1% | 4,807 | $3.1M |
| Capital Investment Counsel, LLC | 0.43% | Add +44.0% | 4,803 | $3.1M |
| Delta Wealth Advisors LLC | 2.38% | Reduce -5.2% | 4,795 | $3.1M |
| Texas Yale Capital Corp. | 0.09% | Reduce -0.0% | 4,794 | $3.1M |
| Strategic Investment Advisors / MI | 0.22% | Add +73.6% | 4,794 | $3.1M |
| Donor Advised Charitable Giving, Inc. | 0.08% | Reduce -0.4% | 4,794 | $3.1M |
| Gratus Wealth Advisors, LLC | 0.45% | Add +0.3% | 4,788 | $3.1M |
| Upper Left Wealth Management, LLC | 1.85% | Add +6.0% | 4,784 | $3.1M |
| Ballast Rock Private Wealth LLC | 1.73% | Add +0.2% | 4,779 | $3.1M |
| Clarity Capital Advisors, LLC | 1.45% | Add +0.2% | 4,778 | $3.1M |
| Twelve Points Wealth Management LLC | 0.69% | Reduce -0.3% | 4,770 | $3.1M |
| TRB Wealth Management, LLC | 0.44% | — | 4,770 | $3.1M |
| Birmingham Capital Management Co. Inc. | 1.31% | No change | 4,768 | $3.1M |
| Alerus Financial NA | 0.15% | Reduce -0.7% | 4,750 | $3.1M |
| HHM Wealth Advisors, LLC | 0.36% | Add +38.1% | 4,741 | $3.1M |
| Magnolia Capital Advisors LLC | 0.61% | Add +7.2% | 4,726 | $3.1M |
| Athena Wealth Management, LLC | 2.52% | Reduce -0.1% | 4,723 | $3.1M |
| Alteri Wealth LLC | 1.00% | Add +1.3% | 4,720 | $3.1M |
| Kavar Capital Partners Group, LLC | 0.39% | Add +0.0% | 4,714 | $3.1M |
| Knightsbridge Asset Management, LLC | 0.42% | Reduce -1.7% | 4,711 | $3.1M |
| Melfa Wealth Management, Inc. | 1.77% | Reduce -1.4% | 4,707 | $3.1M |
| Obermeyer Wealth Partners | 0.14% | Add +20.1% | 4,707 | $3.1M |
| Centric Wealth Management | 0.61% | Reduce -1.8% | 4,262 | $3.1M |
| CWS Financial Advisors, LLC | 0.79% | Reduce -6.0% | 4,705 | $3.1M |
| Flatrock Wealth Partners LLC | 1.38% | Add +9.9% | 4,701 | $3.1M |
| PMG Wealth Management, Inc. | 2.21% | Reduce -5.0% | 4,694 | $3.1M |
| Private Wealth Partners, LLC | 0.24% | Reduce -20.2% | 4,694 | $3.1M |
| TRUE Private Wealth Advisors | 0.29% | Add +1.6% | 4,674 | $3.1M |
| HBW Advisory Services LLC | 0.32% | Reduce -6.8% | 4,664 | $3.0M |
| Ackerman Capital Advisors, LLC | 0.62% | Reduce -0.0% | 4,649 | $3.0M |
| M1 Capital Management LLC | 1.40% | Reduce -1.0% | 4,643 | $3.0M |
| Clearwater Capital Advisors, LLC | 0.24% | Add +4.8% | 4,629 | $3.0M |
| Darrow Company, Inc. | 1.36% | Reduce -0.9% | 4,621 | $3.0M |
| Barnes Dennig Private Wealth Management LLC | 2.99% | Add +2.3% | 4,617 | $3.0M |
| Retirement Investment Advisors, Inc. | 0.24% | No change | 4,395 | $3.0M |
| Pathfinder Wealth Consulting, Inc. | 1.94% | Reduce -11.5% | 4,590 | $3.0M |
| Impact Partnership Wealth, LLC | 0.37% | Add +4.6% | 4,582 | $3.0M |
| Allegheny Financial Group | 0.40% | Add +9.6% | 4,566 | $3.0M |
| NYL Investors LLC | 1.12% | No change | 4,554 | $3.0M |
| Potentia Wealth | 1.15% | Add +7.2% | 4,547 | $3.0M |
| Lincoln Capital LLC | 0.56% | Reduce -4.5% | 4,548 | $3.0M |
| Generation Capital Management LLC | 2.17% | Reduce -4.9% | 4,546 | $3.0M |
| MBM Wealth Consultants, LLC | 0.68% | Add +1.1% | 4,540 | $3.0M |
| JTC Employer Solutions Trustee Ltd | 0.25% | Reduce -35.4% | 4,537 | $3.0M |
| Cove Private Wealth, LLC | 0.68% | Add +280.4% | 4,535 | $3.0M |
| Panoramic Investment Advisors, LLC | 1.60% | Add +1.3% | 4,534 | $3.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.90% | Reduce -20.1% | 4,531 | $3.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1.22% | Reduce -4.8% | 4,528 | $3.0M |
| Segment Wealth Management, LLC | 0.17% | Add +1.2% | 4,520 | $3.0M |
| Central Bank & Trust Co. | 0.46% | Reduce -1.5% | 4,514 | $2.9M |
| Capital Advisors, Ltd. LLC | 0.33% | Reduce -74.2% | 4,512 | $2.9M |
| Meyer Handelman Co. | 0.09% | Reduce -2.2% | 4,506 | $2.9M |
| Old Port Advisors | 0.68% | Reduce -22.4% | 4,493 | $2.9M |
| True North Advisors, LLC | 0.33% | Add +56.3% | 4,493 | $2.9M |
| United Advisor Group, LLC | 0.36% | Reduce -36.4% | 4,478 | $2.9M |
| SilverOak Wealth Management LLC | 0.46% | Reduce -39.8% | 4,476 | $2.9M |
| RCS Financial Planning, LLC | 1.52% | Reduce -63.1% | 4,475 | $2.9M |
| Forefront Analytics, LLC | 2.66% | Reduce -5.0% | 4,474 | $2.9M |
| Banque Cantonale Vaudoise | 0.11% | Reduce -0.8% | 4,463 | $2.9M |
| PCG Wealth Advisors, LLC | 0.74% | Add +5.1% | 4,460 | $2.9M |
| Beacon Financial Advisory LLC | 0.66% | Reduce -3.5% | 4,458 | $2.9M |
| Pennington Partners & Co., LLC | 1.00% | Add +11.3% | 4,458 | $2.9M |
| Granville Capital, Inc. | 1.52% | Reduce -16.7% | 4,452 | $2.9M |
| Mengis Capital Management, Inc. | 0.50% | Reduce -0.3% | 4,449 | $2.9M |
| Highline Wealth Partners LLC | 0.74% | Add +99.1% | 4,441 | $2.9M |
| Courage Miller Partners, LLC | 0.82% | Add +0.0% | 4,432 | $2.9M |
| Mayfair Advisory Group, LLC | 1.01% | Add +0.4% | 4,430 | $2.9M |
| Valley Wealth Managers, Inc. | 0.19% | Reduce -1.8% | 4,429 | $2.9M |
| Community Trust & Investment Co. | 0.16% | Reduce -2.9% | 4,427 | $2.9M |
| Mainstream Capital Management LLC | 1.94% | Reduce -0.3% | 4,423 | $2.9M |
| Fiduciary Alliance LLC | 0.17% | Add +46.7% | 4,109 | $2.9M |
| St Germain D J Co. Inc. | 0.11% | Add +2.1% | 4,421 | $2.9M |
| Beck Mack & Oliver LLC | 0.06% | No change | 4,407 | $2.9M |
| Montgomery Investment Management Inc. | 0.98% | Reduce -18.4% | 4,394 | $2.9M |
| Fiduciary Financial Advisors | 2.56% | — | 4,396 | $2.9M |
| Rik Saylor Financial, Inc. | 2.18% | Add +0.5% | 4,393 | $2.9M |
| Legacy Bridge, LLC | 1.09% | Add +778.6% | 4,393 | $2.9M |
| LTG Capital LLC | 2.19% | Add +2.8% | 4,383 | $2.9M |
| HTG Investment Advisors, Inc. | 0.82% | New | 4,383 | $2.9M |
| Alliance Wealth Advisors, LLC | 0.62% | Reduce -24.2% | 4,381 | $2.9M |
| Wealth Effects LLC | 1.01% | Add +2.3% | 4,374 | $2.9M |
| BlueSky Wealth Advisors, LLC | 0.37% | Reduce -16.4% | 4,373 | $2.9M |
| OneAscent Financial Services LLC | 0.15% | Add +100.2% | 4,370 | $2.9M |
| FF Advisors,LLC | 1.16% | Reduce -1.2% | 4,010 | $2.9M |
| Sound View Wealth Advisors Group, LLC | 0.19% | Reduce -9.9% | 4,366 | $2.9M |
| Moneywise, Inc. | 1.24% | Add +20.5% | 4,363 | $2.8M |
| Financial Gravity Asset Management, Inc. | 0.51% | Reduce -3.7% | 4,353 | $2.8M |
| Clarendon Private LLC | 2.18% | Add +34.3% | 4,352 | $2.8M |
| Capital Advisors Inc. | 0.05% | Reduce -0.4% | 4,349 | $2.8M |
| Cannon Financial Strategists, Inc. | 0.37% | Add +14.4% | 4,347 | $2.8M |
| Gallacher Capital Management LLC | 1.09% | Reduce -4.4% | 4,342 | $2.8M |
| Wealthfront Advisers LLC | 0.01% | Add +46.3% | 4,329 | $2.8M |
| Allie Family Office LLC | 1.23% | Add +65.7% | 4,315 | $2.8M |
| TD Asset Management Inc | 0.00% | Add +3.4% | 4,313 | $2.8M |
| Empirical Asset Management, LLC | 0.74% | Add +0.9% | 4,302 | $2.8M |
| Flavin Financial Services, Inc. | 1.89% | Add +0.3% | 4,302 | $2.8M |
| Financial Solutions Advisory Group, Inc. | 0.39% | — | 4,293 | $2.8M |
| Thompson David Blair | 1.61% | Reduce -9.2% | 4,292 | $2.8M |
| Walleye Trading LLC | 0.06% | Add +383.6% | 4,285 | $2.8M |
| Silvia McColl Wealth Management, LLC | 1.84% | No change | 4,275 | $2.8M |
| MB Generational Wealth, LLC | 1.54% | Reduce -11.4% | 4,271 | $2.8M |
| Archford Capital Strategies, LLC | 0.32% | No change | 4,254 | $2.8M |
| Cohen Capital Management, Inc. | 0.43% | Add +4.7% | 4,242 | $2.8M |
| Foster Dykema Cabot & Partners, LLC | 0.18% | Reduce -0.3% | 4,240 | $2.8M |
| Clarkston Capital Partners, LLC | 0.21% | Reduce -31.0% | 4,238 | $2.8M |
| Caerus Investment Advisors, LLC | 1.17% | No change | 4,231 | $2.8M |
| Plan A Wealth LLC | 1.32% | Add +0.6% | 4,230 | $2.8M |
| Firestone Capital Management | 0.57% | Reduce -15.8% | 4,220 | $2.8M |
| New Republic Capital, LLC | 0.93% | Add +2.6% | 4,220 | $2.8M |
| CapWealth Advisors, LLC | 0.25% | Reduce -1.9% | 4,211 | $2.8M |
| Beacon Capital Management, LLC | 0.48% | Add +20.0% | 4,204 | $2.7M |
| Walleye Partners, LLC | 3.36% | Reduce -3.8% | 4,188 | $2.7M |
| Walled Lake Planning & Wealth Management, LLC | 0.80% | Reduce -5.8% | 4,184 | $2.7M |
| Round Rock Advisors LLC | 0.42% | Add +47.7% | 4,172 | $2.7M |
| One Wealth Management Investment & Advisory Services, LLC | 3.27% | Add +0.6% | 4,158 | $2.7M |
| Falcon Wealth Planning | 0.18% | Add +0.2% | 4,145 | $2.7M |
| Factor Wealth Management LTD | 0.51% | Add +60.0% | 4,134 | $2.7M |
| Paulson Wealth Management Inc. | 0.63% | Reduce -28.9% | 4,122 | $2.7M |
| Operose Advisors LLC | 0.62% | Reduce -6.5% | 4,111 | $2.7M |
| Ironsides Asset Advisors, LLC | 0.67% | No change | 4,100 | $2.7M |
| tru Independence LLC | 1.32% | Reduce -3.5% | 4,091 | $2.7M |
| Resources Management Corp. /CT/ | 0.35% | Add +10.8% | 4,089 | $2.7M |
| Carrera Capital Advisors | 0.41% | Add +3.5% | 4,085 | $2.7M |
| Hobart Private Capital, LLC | 0.52% | Reduce -4.0% | 4,082 | $2.7M |
| Addison Capital Co | 0.47% | New | 4,069 | $2.7M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.74% | Reduce -8.7% | 4,055 | $2.6M |
| Pacifica Partners Inc. | 0.88% | Add +18.0% | 4,051 | $2.6M |
| Advisory Alpha, LLC | 0.07% | Add +9.9% | 4,027 | $2.6M |
| CGN Advisors LLC | 0.21% | Add +0.0% | 4,020 | $2.6M |
| LongView Wealth Management | 0.66% | Add +9.7% | 3,762 | $2.6M |
| SeaCrest Wealth Management, LLC | 0.28% | Add +4.3% | 3,997 | $2.6M |
| Everest Financial Group LLC | 0.43% | New | 3,995 | $2.6M |
| Client 1ST Advisory Group, LLC | 0.79% | Add +0.7% | 3,994 | $2.6M |
| Park Capital Management, LLC / WI | 2.54% | Reduce -1.8% | 3,987 | $2.6M |
| Curbstone Financial Management Corp | 0.50% | Add +3.7% | 3,976 | $2.6M |
| Wealthcare Capital Management LLC | 0.26% | Reduce -3.0% | 3,974 | $2.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.20% | New | 3,972 | $2.6M |
| UNIVEST FINANCIAL Corp | 0.15% | Reduce -8.7% | 3,960 | $2.6M |
| Financial Consulate, Inc. | 0.32% | Add +4.7% | 3,950 | $2.6M |
| Bath Savings Trust Co | 0.28% | Add +32.2% | 3,942 | $2.6M |
| Sentinel Pension Advisors, LLC | 0.38% | Add +11.4% | 3,935 | $2.6M |
| Trust Co. of Toledo NA | 0.24% | Add +8.1% | 3,925 | $2.6M |
| TMB Capital Partners, LLC | 0.86% | Reduce -3.5% | 3,924 | $2.6M |
| W.H. Cornerstone Investments Inc. | 1.60% | Add +0.3% | 3,921 | $2.6M |
| Opus Capital Group, LLC | 0.28% | Reduce -6.1% | 3,915 | $2.6M |
| GW Henssler & Associates Ltd. | 0.12% | Reduce -36.9% | 3,908 | $2.6M |
| Decker Wealth Management LLC | 0.58% | No change | 3,897 | $2.5M |
| Briaud Financial Planning Inc | 0.67% | Add +0.1% | 3,894 | $2.5M |
| Clark Asset Management, LLC | 0.24% | Reduce -0.7% | 3,893 | $2.5M |
| Breakthru Advisory Services, LLC | 4.07% | Reduce -90.2% | 3,886 | $2.5M |
| Resurgent Financial Advisors LLC | 0.92% | Add +6.5% | 3,875 | $2.5M |
| Impact Capital Partners LLC | 0.76% | Reduce -2.4% | 3,869 | $2.5M |
| Key Financial Inc | 0.45% | No change | 3,868 | $2.5M |
| Aspire Capital Advisors LLC | 0.57% | Reduce -0.8% | 3,844 | $2.5M |
| Efficient Advisors, LLC | 0.18% | Reduce -10.3% | 3,838 | $2.5M |
| Roman Butler Fullerton & Co. | 0.69% | Reduce -1.6% | 3,686 | $2.5M |
| Bank Ozk | 0.88% | Add +7.0% | 3,828 | $2.5M |
| Denver PWM, LLC | 0.86% | Reduce -9.4% | 3,370 | $2.5M |
| Team Hewins, LLC | 0.74% | Reduce -0.3% | 3,819 | $2.5M |
| Precision Wealth Strategies, LLC | 0.83% | Reduce -10.6% | 3,817 | $2.5M |
| Tompkins Financial Corp. | 0.20% | Reduce -0.4% | 3,816 | $2.5M |
| Financial Symmetry Inc | 0.89% | Add +4.9% | 3,450 | $2.5M |
| Talon Private Wealth, LLC | 0.33% | — | 3,810 | $2.5M |
| Clarity Wealth Advisors, LLC | 0.51% | Reduce -1.1% | 3,805 | $2.5M |
| Centennial Bank | 0.89% | Reduce -1.3% | 3,791 | $2.5M |
| United Capital Management of KS, Inc. | 0.37% | Reduce -4.8% | 3,783 | $2.5M |
| Altiora Financial Group, LLC | 0.41% | Add +47.8% | 3,779 | $2.5M |
| Chatterton & Associates Inc. | 1.73% | Add +31.3% | 3,608 | $2.5M |
| Manchester Capital Management LLC | 0.35% | Add +5.2% | 3,771 | $2.5M |
| Formidable Asset Management, LLC | 0.38% | Add +1.7% | 3,596 | $2.5M |
| Cambria Investment Management, L.P. | 0.14% | Reduce -17.0% | 3,770 | $2.5M |
| Sage Rhino Capital LLC | 0.46% | Add +0.0% | 3,767 | $2.5M |
| Builder Investment Group Inc. | 0.53% | No change | 3,765 | $2.5M |
| Indiana Trust & Investment Management Co | 0.76% | Add +6.7% | 3,760 | $2.5M |
| Hyposwiss Advisors SA | 2.42% | No change | 3,750 | $2.4M |
| Bragg Financial Advisors, Inc | 0.08% | Add +17.5% | 3,744 | $2.4M |
| Envision Financial LLC | 1.31% | Add +9.7% | 3,739 | $2.4M |
| Alliance Private Wealth, LLC | 0.88% | Reduce -2.8% | 3,738 | $2.4M |
| Arsenal Capital Advisors LLC | 1.77% | No change | 3,736 | $2.4M |
| Weatherly Asset Management L. P. | 0.20% | No change | 3,732 | $2.4M |
| Hartford Funds Management Co LLC | 0.21% | Reduce -37.7% | 3,702 | $2.4M |
| Hollow Brook Wealth Management LLC | 0.62% | Reduce -50.4% | 3,701 | $2.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.14% | Add +0.1% | 3,694 | $2.4M |
| Odyssey Capital Advisors, Inc. | 2.16% | Reduce -3.7% | 3,691 | $2.4M |
| McGlone Suttner Wealth Management, Inc. | 0.32% | Add +0.1% | 3,688 | $2.4M |
| Sanders Morris Harris LLC | 0.39% | New | 3,685 | $2.4M |
| Roble, Belko & Company, Inc | 0.31% | Add +37.1% | 3,682 | $2.4M |
| Shearwater Capital LLC | 1.26% | Add +104.4% | 3,680 | $2.4M |
| Sunflower Bank, N.A. | 0.61% | Reduce -0.1% | 3,679 | $2.4M |
| Aspire Private Capital, LLC | 0.54% | Add +22.4% | 3,671 | $2.4M |
| Goldstein Advisors, LLC | 0.27% | Add +4.9% | 3,667 | $2.4M |
| Arq Wealth Advisors, LLC | 0.43% | Reduce -0.1% | 3,655 | $2.4M |
| Valley National Advisers Inc. | 0.31% | Add +1.4% | 3,652 | $2.4M |
| Strategic Equity Management | 0.90% | Add +1.5% | 3,649 | $2.4M |
| Angeles Wealth Management, LLC | 0.13% | Reduce -2.7% | 3,646 | $2.4M |
| Francis Financial, Inc. | 0.44% | Reduce -1.9% | 3,643 | $2.4M |
| Trivium Point Advisory, LLC | 0.43% | Reduce -28.3% | 3,642 | $2.4M |
| Downshift Financial, LLC | 1.23% | Reduce -22.7% | 3,335 | $2.4M |
| Essex LLC | 0.42% | Add +1.4% | 3,614 | $2.4M |
| Schrum Private Wealth Management LLC | 1.80% | Reduce -1.2% | 3,613 | $2.4M |
| Relyea Zuckerberg Hanson LLC | 0.24% | No change | 3,612 | $2.4M |
| Scott Capital Advisors, LLC | 0.48% | Add +6.6% | 3,453 | $2.4M |
| Trinity Wealth Management, LLC | 0.86% | No change | 3,589 | $2.3M |
| Regimen Wealth, LLC | 0.68% | Reduce -20.5% | 3,586 | $2.3M |
| Graetz Wealth LLC | 2.09% | Add +0.3% | 3,586 | $2.3M |
| Truvestments Capital LLC | 0.42% | Reduce -2.7% | 3,567 | $2.3M |
| Vista Finance, LLC | 1.85% | Add +57.7% | 3,564 | $2.3M |
| Huntleigh Advisors, Inc. | 0.40% | Add +15.1% | 3,555 | $2.3M |
| Osborne Partners Capital Management, LLC | 0.12% | Reduce -15.9% | 3,553 | $2.3M |
| Wedgewood Investors Inc. | 2.66% | Reduce -1.4% | 3,551 | $2.3M |
| SOA Wealth Advisors, LLC. | 0.44% | Reduce -2.3% | 3,551 | $2.3M |
| KERR FINANCIAL PLANNING Corp | 1.64% | Add +6.4% | 3,246 | $2.3M |
| Greenspring Advisors, LLC | 0.14% | Reduce -2.9% | 3,541 | $2.3M |
| High Point Wealth Management, LLC | 2.28% | Reduce -2.6% | 3,540 | $2.3M |
| Moneco Advisors, LLC | 0.18% | Reduce -3.4% | 3,538 | $2.3M |
| Signature Wealth Management Partners, LLC | 1.16% | Add +7.0% | 3,526 | $2.3M |
| Urban Wealth Management, LLC | 2.35% | No change | 3,516 | $2.3M |
| Aspen Capital Management, LLC | 0.57% | Reduce -3.1% | 3,514 | $2.3M |
| Fiduciary Advisors, Inc. | 1.72% | Reduce -4.5% | 3,514 | $2.3M |
| Garden State Investment Advisory Services LLC | 0.55% | Reduce -13.1% | 3,509 | $2.3M |
| Spirepoint Private Client, LLC | 0.22% | Reduce -33.1% | 3,511 | $2.3M |
| Versant Capital Management, Inc | 0.23% | Reduce -2.8% | 3,511 | $2.3M |
| First PREMIER Bank | 0.53% | Reduce -0.7% | 3,511 | $2.3M |
| Adkins Seale Capital Management LLC | 2.26% | Reduce -2.6% | 3,502 | $2.3M |
| Disciplined Investments, LLC | 0.82% | Reduce -1.4% | 3,491 | $2.3M |
| Aviance Capital Partners, LLC | 0.27% | Add +0.2% | 3,481 | $2.3M |
| YANKCOM Partnership | 0.93% | Add +5.0% | 3,480 | $2.3M |
| Trust Co of Tennessee | 0.42% | Reduce -12.4% | 3,473 | $2.3M |
| Baker Tilly Wealth Management, LLC | 0.55% | Add +3.9% | 3,471 | $2.3M |
| StoneCrest Wealth Management, Inc. | 0.96% | Reduce -2.5% | 3,463 | $2.3M |
| Union Bancaire Privee, UBP SA | 0.03% | Add +16.4% | 4,305 | $2.3M |
| Tradition Wealth Management, LLC | 0.16% | Add +3.4% | 3,458 | $2.3M |
| Glass Jacobson Investment Advisors llc | 0.78% | Reduce -8.0% | 3,457 | $2.3M |
| Octavia Wealth Advisors, LLC | 0.22% | Add +6.0% | 3,457 | $2.3M |
| 1ST Source Bank | 0.12% | Reduce -2.1% | 3,452 | $2.3M |
| Weik Capital Management | 0.90% | Add +0.4% | 3,443 | $2.2M |
| Holistic Financial Partners | 0.83% | Add +71.4% | 3,433 | $2.2M |
| Live Oak Private Wealth LLC | 0.31% | Add +0.6% | 3,410 | $2.2M |
| Regent Peak Wealth Advisors LLC | 0.45% | Add +8.2% | 3,409 | $2.2M |
| Roan Capital Partners | 2.06% | — | 3,409 | $2.2M |
| Toth Financial Advisory Corp. | 0.24% | Add +5.0% | 3,404 | $2.2M |
| Berger Financial Group, Inc | 0.12% | Add +3.2% | 3,402 | $2.2M |
| Peak Financial Management, Inc. | 0.56% | Reduce -2.6% | 3,398 | $2.2M |
| Narus Financial Partners, LLC | 0.58% | Add +0.6% | 3,397 | $2.2M |
| NTV Asset Management LLC | 0.24% | Reduce -7.5% | 3,392 | $2.2M |
| Huntington National Bank | 0.02% | New | 3,392 | $2.2M |
| Commerce Advisors, LLC | 1.86% | — | 3,378 | $2.2M |
| Van Strum & Towne Inc. | 0.64% | Reduce -12.0% | 3,361 | $2.2M |
| Root Financial Partners, LLC | 0.10% | Add +27.9% | 3,345 | $2.2M |
| Old Second National Bank of Aurora | 0.45% | No change | 3,334 | $2.2M |
| Quattro Advisors LLC | 1.89% | Add +20.4% | 3,331 | $2.2M |
| Evolution Wealth Management Inc. | 1.59% | Add +4.0% | 3,329 | $2.2M |
| MJP Associates Inc. | 0.26% | Reduce -1.3% | 3,327 | $2.2M |
| Raffa Wealth Management, LLC | 0.34% | Add +0.3% | 3,315 | $2.2M |
| Meadowbrook Advisors Group, LLC | 1.29% | Reduce -1.3% | 3,314 | $2.2M |
| Corundum Trust Company, INC | 4.93% | Add +12.3% | 3,306 | $2.2M |
| First Merchants Corp. | 0.08% | Reduce -0.8% | 3,302 | $2.2M |
| Riversedge Advisors, LLC | 0.35% | Reduce -4.5% | 3,291 | $2.1M |
| Matrix Asset Advisors Inc. | 0.20% | Add +0.3% | 3,289 | $2.1M |
| Morton Capital Management LLC | 0.32% | Add +11.0% | 3,286 | $2.1M |
| Lantern Wealth Advisors, LLC | 1.10% | Add +53.5% | 3,284 | $2.1M |
| SlateStone Wealth, LLC | 0.18% | Reduce -0.1% | 3,283 | $2.1M |
| Ellevest, Inc. | 0.30% | Add +0.8% | 3,283 | $2.1M |
| Laurel Wealth Advisors LLC | 0.21% | Add +2.8% | 2,894 | $2.1M |
| Boston Trust Walden Corp | 0.02% | Add +2.3% | 3,281 | $2.1M |
| Searle & Co. | 0.54% | No change | 3,274 | $2.1M |
| Iowa State Bank | 0.39% | Add +2.3% | 3,273 | $2.1M |
| Values Added Financial LLC | 0.90% | No change | 3,272 | $2.1M |
| Tower Bridge Advisors | 0.21% | New | 3,266 | $2.1M |
| WJ Wealth Management, LLC | 1.00% | Reduce -5.8% | 3,264 | $2.1M |
| Seeds Investor LLC | 0.29% | Add +417.8% | 3,050 | $2.1M |
| Brandywine Trust Co. | 0.39% | No change | 3,255 | $2.1M |
| J2 Capital Management Inc | 1.46% | Add +7.8% | 3,250 | $2.1M |
| Ceera Investments, LLC | 0.93% | Add +22.9% | 3,246 | $2.1M |
| Howland Capital Management LLC | 0.08% | Reduce -2.1% | 3,243 | $2.1M |
| 626 Financial, LLC | 0.95% | Add +736.4% | 3,237 | $2.1M |
| 21 West Wealth Management LLC | 1.96% | Reduce -0.9% | 3,236 | $2.1M |
| Burton Enright Welch | 0.29% | Reduce -2.2% | 3,235 | $2.1M |
| VestGen Investment Management | 1.16% | Add +18.8% | 3,218 | $2.1M |
| Forbes J M & Co. LLP | 0.18% | Add +0.4% | 3,210 | $2.1M |
| North Star Asset Management Inc. | 0.09% | Reduce -2.9% | 3,207 | $2.1M |
| CDM Financial Counseling Services, Inc. | 2.00% | Add +7.0% | 3,198 | $2.1M |
| F&V Capital Management, LLC | 0.44% | No change | 3,194 | $2.1M |
| Griffin Asset Management, Inc. | 0.24% | Reduce -1.0% | 3,191 | $2.1M |
| Maple Capital Management, Inc. | 0.14% | Reduce -7.9% | 3,188 | $2.1M |
| Petros Family Wealth, LLC | 1.48% | Reduce -16.2% | 3,174 | $2.1M |
| Counterweight Ventures, LLC | 1.16% | Reduce -7.0% | 3,164 | $2.1M |
| Granite FO LLC | 1.22% | Reduce -7.4% | 3,160 | $2.1M |
| Castle Wealth Management LLC | 0.67% | Reduce -0.8% | 3,157 | $2.1M |
| Lazard Freres Gestion S.A.S. | 0.04% | No change | 3,150 | $2.1M |
| Werba Rubin Papier Wealth Management | 0.29% | Reduce -1.8% | 3,145 | $2.1M |
| James Investment Research, Inc. | 0.23% | Reduce -0.9% | 3,144 | $2.1M |
| Grandfield & Dodd, LLC | 0.12% | Reduce -4.3% | 3,144 | $2.1M |
| Fingerlakes Wealth Management, Inc. | 1.36% | Add +4.4% | 3,143 | $2.1M |
| Redwood Investment Management, LLC | 0.25% | Add +23.4% | 3,139 | $2.1M |
| Retirement Planning Group, LLC / NY | 1.32% | Add +72.0% | 3,139 | $2.1M |
| Rodgers & Associates, LTD | 0.21% | Add +2.3% | 3,132 | $2.0M |
| Pacific Park Financial, Inc. | 1.34% | Reduce -15.3% | 3,131 | $2.0M |
| Sachetta, LLC | 1.11% | Reduce -2.6% | 3,131 | $2.0M |
| Smith Salley Wealth Management | 0.10% | Add +0.1% | 3,120 | $2.0M |
| Farmers Trust Co. | 0.32% | Reduce -5.1% | 3,112 | $2.0M |
| STAR Financial Bank | 0.96% | Reduce -16.5% | 3,111 | $2.0M |
| Fortress Financial Group, LLC | 1.50% | No change | 3,108 | $2.0M |
| Signature Equity Partners, LLC | 1.09% | Reduce -2.2% | 3,105 | $2.0M |
| Tableaux LLC | 0.98% | Reduce -1.4% | 3,103 | $2.0M |
| Greenwich Wealth Management LLC | 0.08% | Add +2.1% | 3,101 | $2.0M |
| Performance Wealth Partners, LLC | 0.06% | Add +1.1% | 3,095 | $2.0M |
| Collective Family Office LLC | 0.45% | Reduce -2.4% | 3,089 | $2.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -0.7% | 2,955 | $2.0M |
| Realta Investment Advisors | 0.70% | Reduce -0.2% | 3,084 | $2.0M |
| Kagan Cocozza Asset Management | 1.42% | Reduce -1.1% | 3,080 | $2.0M |
| Aerodigm Wealth, LLC | 0.76% | Add +0.7% | 3,079 | $2.0M |
| Arbor Wealth Advisors LLC | 1.41% | Add +0.3% | 3,078 | $2.0M |
| Advance Capital Management, Inc. | 0.08% | Add +10.9% | 3,065 | $2.0M |
| Continental Investors Services, Inc. | 1.88% | Add +2.7% | 2,680 | $2.0M |
| Keb Asset Management, LLC | 0.38% | No change | 3,045 | $2.0M |
| Frontier Asset Management, LLC | 0.42% | Reduce -7.5% | 3,036 | $2.0M |
| Integras Partners LLC | 1.30% | Reduce -5.1% | 3,036 | $2.0M |
| Next Level Private LLC | 0.45% | Add +160.2% | 3,034 | $2.0M |
| Zullo Investment Group, Inc. | 0.75% | Add +0.8% | 3,029 | $2.0M |
| PSI Advisors, LLC | 0.48% | Reduce -5.7% | 3,025 | $2.0M |
| Creative Financial Designs Inc. | 0.12% | Reduce -14.8% | 3,023 | $2.0M |
| Plancorp, LLC | 0.06% | Add +0.9% | 2,893 | $2.0M |
| Thayer Partners, LLC / MA | 0.94% | Add +3.6% | 3,018 | $2.0M |
| TCV Trust & Wealth Management, Inc. | 0.16% | Add +4.4% | 3,012 | $2.0M |
| Tobias Financial Advisors, Inc. | 0.27% | Reduce -9.6% | 3,009 | $2.0M |
| Nest Investments, LLC | 1.60% | Add +19.4% | 3,009 | $2.0M |
| Archer Investment Corp | 0.42% | Add +0.9% | 3,003 | $2.0M |
| Crusonia Wealth Advisors LLC | 0.40% | Add +0.4% | 2,994 | $2.0M |
| Austin Asset Management Co Inc | 0.33% | Add +1.5% | 2,988 | $2.0M |
| CNB Bank | 0.82% | No change | 2,986 | $2.0M |
| Johnson & White Wealth Management, LLC | 0.82% | Reduce -1.4% | 2,984 | $1.9M |
| Bolthouse Investments, LLC | 1.76% | Reduce -0.3% | 2,982 | $1.9M |
| Sankala Group LLC | 1.60% | Add +0.1% | 3,027 | $1.9M |
| My Personal CFO, LLC | 0.85% | Reduce -3.9% | 2,972 | $1.9M |
| GEM Asset Management, LLC | 0.85% | Add +0.5% | 2,958 | $1.9M |
| Epiq Partners, LLC | 0.93% | Add +0.5% | 2,954 | $1.9M |
| Capital Square, LLC | 0.89% | Reduce -7.8% | 2,690 | $1.9M |
| Atlantic Private Wealth, LLC | 1.26% | Reduce -8.3% | 2,951 | $1.9M |
| S Harris Financial Group, LLC | 1.75% | Reduce -2.6% | 2,946 | $1.9M |
| Lee Danner & Bass Inc. | 0.12% | No change | 2,944 | $1.9M |
| MKT Advisors LLC | 0.64% | Reduce -1.7% | 2,892 | $1.9M |
| Benin Management CORP | 0.43% | Add +0.3% | 2,928 | $1.9M |
| Spartan Wealth Advisory Services LLC | 0.17% | — | 2,926 | $1.9M |
| Cabot Wealth Management Inc. | 0.22% | Add +25.9% | 2,916 | $1.9M |
| DBK Financial Counsel, LLC | 1.44% | Reduce -12.1% | 2,913 | $1.9M |
| ZEGA Investments, LLC | 0.36% | Reduce -1.7% | 2,907 | $1.9M |
| Panagora Asset Management Inc. | 0.01% | Add +1.3% | 2,904 | $1.9M |
| Monetary Management Group Inc. | 0.45% | No change | 2,900 | $1.9M |
| Axiom Investors LLC | 0.02% | Add +11.5% | 2,900 | $1.9M |
| Generations Wealth, LLC | 1.84% | Reduce -0.7% | 2,896 | $1.9M |
| Westchester Capital Management, Inc. | 0.38% | No change | 2,896 | $1.9M |
| Evelyn Partners Asset Management Ltd | 0.47% | Add +5.6% | 2,892 | $1.9M |
| Bogart Wealth, LLC | 0.07% | Add +11.4% | 2,881 | $1.9M |
| Marco Investment Management LLC | 0.14% | Add +183.7% | 2,880 | $1.9M |
| Talisman Wealth Advisors LLC | 1.51% | Add +13.8% | 2,878 | $1.9M |
| Greenline Partners, LLC | 0.20% | No change | 2,877 | $1.9M |
| Cerro Pacific Wealth Advisors LLC | 0.49% | Reduce -14.9% | 2,867 | $1.9M |
| Brandywine Oak Private Wealth LLC | 0.16% | Add +0.2% | 2,863 | $1.9M |
| Moss Adams Wealth Advisors LLC | 0.14% | Add +0.0% | 2,856 | $1.9M |
| Worth Financial Advisory Group, LLC | 0.81% | Reduce -62.2% | 1,912 | $1.9M |
| Beto Financial Group, LLC | 1.09% | Reduce -9.7% | 2,525 | $1.9M |
| Rebalance, LLC | 0.11% | Add +0.3% | 2,840 | $1.9M |
| Parcion Private Wealth LLC | 0.11% | Reduce -99.7% | 2,834 | $1.9M |
| Institute for Wealth Management, LLC. | 0.20% | Add +6.7% | 2,828 | $1.8M |
| Goodwin Investment Advisory | 2.20% | No change | 2,825 | $1.8M |
| Lazari Capital Management, Inc. | 0.65% | Reduce -5.3% | 2,820 | $1.8M |
| Wealthquest Corp | 0.13% | Reduce -6.3% | 2,814 | $1.8M |
| Broussard Financial Group LLC | 1.47% | Reduce -5.6% | 2,808 | $1.8M |
| Cauble & Harre Wealth Management, Inc. | 1.46% | No change | 2,472 | $1.8M |
| Kornitzer Capital Management Inc. | 0.04% | Reduce -4.8% | 2,792 | $1.8M |
| Clarity Retirement & Wealth, LLC | 1.47% | Reduce -5.8% | 2,787 | $1.8M |
| First Community Trust NA | 1.34% | No change | 2,785 | $1.8M |
| Juncture Wealth Strategies, LLC | 0.61% | Add +0.9% | 2,775 | $1.8M |
| Capital Asset Advisory Services LLC | 0.07% | Add +39.4% | 2,545 | $1.8M |
| Hummer Financial Advisory Services Inc | 1.28% | Add +2.2% | 2,774 | $1.8M |
| Theory Financial LLC | 0.64% | Add +2.5% | 2,773 | $1.8M |
| Voisard Asset Management Group, Inc. | 0.39% | Add +0.6% | 2,768 | $1.8M |
| Beese Fulmer Investment Management, Inc. | 0.12% | Reduce -0.4% | 2,752 | $1.8M |
| Headinvest, LLC | 0.37% | Reduce -0.7% | 2,744 | $1.8M |
| Destiny Wealth Partners, LLC | 0.20% | Add +6.5% | 2,740 | $1.8M |
| Seneca Financial Advisors LLC | 0.52% | Add +0.1% | 2,740 | $1.8M |
| Brown Miller Wealth Management, LLC | 0.51% | Reduce -0.1% | 2,737 | $1.8M |
| Founders Grove Wealth Partners, LLC | 0.41% | No change | 2,732 | $1.8M |
| Navis Wealth Advisors, LLC | 0.91% | Add +2.2% | 2,726 | $1.8M |
| Quent Capital, LLC | 0.13% | Reduce -1.6% | 2,725 | $1.8M |
| Fullerton Fund Management Co Ltd. | 0.14% | Reduce -54.1% | 2,724 | $1.8M |
| Shade Tree Advisors LLC | 1.27% | No change | 2,722 | $1.8M |
| Oak Harvest Investment Services | 0.18% | Reduce -6.6% | 2,708 | $1.8M |
| RoundAngle Advisors LLC | 1.32% | Add +1.6% | 2,708 | $1.8M |
| Kelman-Lazarov, Inc. | 0.25% | Add +4.1% | 2,703 | $1.8M |
| Saxon Interests, Inc. | 0.61% | Reduce -0.5% | 2,699 | $1.8M |
| Amicus Financial Advisors, LLC | 0.49% | Reduce -2.9% | 2,696 | $1.8M |
| Sheridan Capital Management, LLC | 0.93% | Reduce -0.2% | 2,692 | $1.8M |
| Spectrum Advisors, Inc. | 1.39% | — | 2,685 | $1.8M |
| Northstar Advisory Group, LLC | 0.67% | Reduce -84.0% | 2,685 | $1.8M |
| Kings Path Partners LLC | 0.60% | Reduce -0.9% | 2,678 | $1.7M |
| Hudson Oak Wealth Advisory LLC | 1.52% | No change | 2,674 | $1.7M |
| Silverlake Wealth Management LLC | 0.37% | Add +74.1% | 2,672 | $1.7M |
| Parthenon LLC | 0.20% | Reduce -6.3% | 2,672 | $1.7M |
| Philadelphia Trust Co. | 0.12% | Reduce -8.8% | 2,665 | $1.7M |
| Uptown Financial Advisors LLC | 1.41% | Add +2.7% | 2,661 | $1.7M |
| Ridgeline Wealth Planning, LLC | 1.27% | Add +5.7% | 2,657 | $1.7M |
| Geometric Wealth Advisors | 0.22% | No change | 2,654 | $1.7M |
| Oregon Pacific Wealth Management, LLC | 1.81% | Add +19.9% | 2,652 | $1.7M |
| Code Waechter LLC | 1.03% | Reduce -0.8% | 2,649 | $1.7M |
| DDD Partners, LLC | 0.12% | Reduce -10.1% | 2,644 | $1.7M |
| TruWealth Advisors, LLC | 0.08% | Add +1.4% | 2,643 | $1.7M |
| BNP Paribas | 0.05% | Reduce -61.0% | 2,634 | $1.7M |
| Second Line Capital, LLC | 0.32% | Add +2.9% | 2,373 | $1.7M |
| Family Wealth Partners, LLC | 0.58% | No change | 2,622 | $1.7M |
| Islay Capital Management, LLC | 0.87% | Add +28.8% | 2,610 | $1.7M |
| Bay Capital Advisors, LLC | 1.05% | Add +0.1% | 2,600 | $1.7M |
| Excalibur Management Corp. | 0.61% | No change | 2,596 | $1.7M |
| Frederick Financial Consultants, LLC | 0.84% | Add +17.1% | 2,592 | $1.7M |
| Calton & Associates, Inc. | 0.24% | Reduce -12.5% | 2,592 | $1.7M |
| River Street Advisors LLC | 0.57% | Add +21.4% | 2,586 | $1.7M |
| DV Trading LLC | 0.15% | Add +19.0% | 2,583 | $1.7M |
| Aegis Wealth Management, Inc. | 1.33% | Add +28.3% | 2,583 | $1.7M |
| Drake & Associates, LLC | 0.32% | Add +2.3% | 2,580 | $1.7M |
| Intelligence Driven Advisers, LLC | 0.29% | Reduce -0.7% | 2,580 | $1.7M |
| Cura Wealth Advisors, LLC | 0.75% | No change | 2,579 | $1.7M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.88% | Reduce -2.5% | 2,578 | $1.7M |
| Wealth Advisory Solutions, LLC | 0.37% | Reduce -2.4% | 2,576 | $1.7M |
| Faithward Advisors, LLC | 0.24% | Reduce -0.9% | 2,573 | $1.7M |
| Bank of Marin | 1.22% | Add +13.1% | 2,562 | $1.7M |
| Vigilare Wealth Management | 0.57% | Reduce -7.8% | 2,562 | $1.7M |
| Wills Financial Group LLC | 0.63% | Add +0.2% | 2,243 | $1.7M |
| Summit Wealth Group, LLC | 0.38% | Reduce -0.4% | 2,559 | $1.7M |
| Outbound Financial Inc | 1.25% | No change | 2,558 | $1.7M |
| Elevated Capital Advisors, LLC | 0.42% | Reduce -48.0% | 2,554 | $1.7M |
| Main Street Research LLC | 0.10% | Add +102.7% | 2,554 | $1.7M |
| Teamwork Financial Advisors, LLC | 0.18% | Add +59.2% | 2,545 | $1.7M |
| Range Advisory, LLC | 0.31% | Add +79.9% | 2,526 | $1.6M |
| Sageworth Trust Co of South Dakota | 1.30% | No change | 2,519 | $1.6M |
| Sensible Money, LLC | 0.50% | Add +31.0% | 2,519 | $1.6M |
| Hardin Capital Partners, LLC | 0.76% | Reduce -1.3% | 2,508 | $1.6M |
| Investment Planning Advisors, Inc. | 0.45% | Add +2.8% | 2,505 | $1.6M |
| Sterling Capital Management LLC | 0.03% | Add +0.2% | 2,503 | $1.6M |
| Hutchens & Kramer Investment Management Group, LLC | 0.52% | Reduce -37.9% | 2,497 | $1.6M |
| Tritonpoint Wealth, LLC | 0.17% | Reduce -14.0% | 2,493 | $1.6M |
| Israel Discount Bank of New York | 3.57% | Reduce -9.2% | 2,493 | $1.6M |
| Atlatl Advisers LLC | 1.21% | Reduce -52.0% | 2,491 | $1.6M |
| S&T Bank | 0.61% | No change | 2,488 | $1.6M |
| Coastal Bridge Advisors, LLC | 0.12% | Add +21.8% | 2,488 | $1.6M |
| McGuire Investment Group, LLC | 0.18% | Add +5.7% | 2,487 | $1.6M |
| Magnolia Private Wealth, LLC | 1.08% | Reduce -27.7% | 2,485 | $1.6M |
| Range Financial Group LLC | 0.54% | Add +0.2% | 2,483 | $1.6M |
| Christensen, King & Associates Investment Services, Inc. | 0.70% | Reduce -6.5% | 2,481 | $1.6M |
| Violich Capital Management, Inc. | 0.19% | Add +9.3% | 2,479 | $1.6M |
| Acorn Financial Advisory Services Inc. | 0.22% | Reduce -8.4% | 2,478 | $1.6M |
| Asset Advisors Investment Management, LLC | 0.15% | No change | 2,476 | $1.6M |
| MMBG Investment Advisors Co. | 0.15% | Reduce -10.8% | 2,474 | $1.6M |
| Tanglewood Legacy Advisors, LLC | 0.58% | No change | 2,468 | $1.6M |
| Waterfront Wealth Inc. | 0.30% | Reduce -1.7% | 2,463 | $1.6M |
| Hickory Point Bank & Trust | 1.06% | Add +7.0% | 2,461 | $1.6M |
| Accretive Wealth Partners, LLC | 0.45% | Reduce -0.6% | 2,459 | $1.6M |
| Frisch Financial Group, Inc. | 0.34% | Reduce -0.9% | 2,459 | $1.6M |
| IPG Investment Advisors LLC | 0.28% | Add +304.9% | 2,458 | $1.6M |
| Family Office Research LLC | 0.70% | Add +0.1% | 2,453 | $1.6M |
| Maridea Wealth Management LLC | 0.23% | Reduce -3.3% | 2,449 | $1.6M |
| Accurate Wealth Management, LLC | 0.19% | Reduce -15.0% | 2,339 | $1.6M |
| MBA Advisors LLC | 0.61% | Reduce -5.1% | 2,444 | $1.6M |
| Inspirion Wealth Advisors, LLC | 0.20% | Reduce -1.8% | 2,443 | $1.6M |
| Lawood & Co. | 1.48% | No change | 2,435 | $1.6M |
| Powers Advisory Group, LLC | 0.56% | Add +12.9% | 2,432 | $1.6M |
| Trinity Financial Advisors LLC | 0.45% | Reduce -13.3% | 2,430 | $1.6M |
| Fortitude Advisory Group L.L.C. | 0.71% | Reduce -7.0% | 2,417 | $1.6M |
| Argent Capital Management LLC | 0.05% | Reduce -62.0% | 2,404 | $1.6M |
| Evelyn Partners Investment Management LLP | 0.04% | Add +1.3% | 2,403 | $1.6M |
| Clientfirst Wealth Management, LLC | 1.32% | No change | 2,391 | $1.6M |
| High Probability Advisors, LLC | 0.20% | Reduce -29.1% | 2,390 | $1.6M |
| Birchwood Financial Partners, Inc. | 1.50% | Reduce -0.6% | 2,387 | $1.6M |
| Mechanics Bank Trust Department | 0.22% | Add +6.5% | 2,387 | $1.6M |
| Capital Management Associates, Inc | 0.35% | Reduce -45.0% | 2,387 | $1.6M |
| Carl P. Sherr & Co., LLC | 0.73% | No change | 2,385 | $1.6M |
| Proactive Wealth Strategies LLC | 0.29% | Add +117.4% | 2,381 | $1.6M |
| Pacific Excel Wealth Advisors, Inc. | 1.63% | Add +60.8% | 2,378 | $1.6M |
| Blue Capital, Inc. | 1.01% | Add +2.8% | 2,379 | $1.6M |
| Pitti Group Wealth Management, LLC | 1.26% | Add +6.6% | 2,377 | $1.6M |
| Mars Jewett Financial Group, Inc. | 0.49% | Add +0.3% | 2,373 | $1.6M |
| Vista Capital Partners, Inc. | 0.16% | Reduce -5.5% | 2,368 | $1.5M |
| Ehrlich Financial Group | 0.89% | Reduce -17.4% | 2,368 | $1.5M |
| marrick wealth, LLC | 1.30% | Reduce -43.4% | 2,365 | $1.5M |
| Tiemann Investment Advisors, LLC | 0.60% | Add +0.9% | 2,361 | $1.5M |
| NCM Capital Management, LLC | 0.55% | Reduce -2.7% | 2,359 | $1.5M |
| Painted Porch Advisors LLC | 0.73% | Reduce -50.3% | 2,356 | $1.5M |
| Everett Harris & Co. | 0.02% | No change | 2,344 | $1.5M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.36% | Reduce -1.0% | 2,344 | $1.5M |
| Cora Capital Advisors LLC | 0.51% | No change | 2,341 | $1.5M |
| Pasadena Private Wealth, LLC | 0.21% | Reduce -4.1% | 2,338 | $1.5M |
| 55 North Private Wealth, LLC | 0.39% | Add +143.1% | 2,334 | $1.5M |
| Leigh Baldwin & Co., LLC | 0.98% | Add +2.9% | 2,330 | $1.5M |
| E&G Advisors, LLC | 0.34% | Reduce -0.1% | 2,325 | $1.5M |
| SkyOak Wealth, LLC | 0.28% | Reduce -0.2% | 2,319 | $1.5M |
| Next Level Wealth Planning, LLC | 0.78% | Add +10.7% | 2,316 | $1.5M |
| Arthur M. Cohen & Associates, LLC | 0.27% | Add +0.2% | 2,298 | $1.5M |
| Lakewood Asset Management LLC | 0.97% | Reduce -12.1% | 2,313 | $1.5M |
| Avantra Family Wealth, Inc. | 1.12% | Reduce -0.3% | 2,311 | $1.5M |
| Cozad Asset Management Inc. | 0.12% | Reduce -1.6% | 2,307 | $1.5M |
| GLR Partners, LLC | 0.82% | — | 2,307 | $1.5M |
| Athena Investment Management | 0.78% | No change | 2,307 | $1.5M |
| Corrado Advisors, LLC | 0.79% | Add +0.3% | 2,307 | $1.5M |
| Cortland Associates Inc. | 0.22% | Reduce -13.9% | 2,306 | $1.5M |
| Southeast Asset Advisors, LLC | 0.16% | Add +8.7% | 2,302 | $1.5M |
| Guardian Asset Advisors, LLC | 0.88% | Reduce -2.9% | 2,297 | $1.5M |
| Pekin Hardy Strauss, Inc. | 0.16% | Reduce -4.1% | 2,296 | $1.5M |
| Lockerman Financial Group, Inc. | 2.70% | Add +40.6% | 2,295 | $1.5M |
| Whipplewood Advisors, LLC | 0.78% | Reduce -20.8% | 2,295 | $1.5M |
| KLCM Advisors, Inc. | 0.13% | Add +15.9% | 2,294 | $1.5M |
| Denver Wealth Management, Inc. | 0.51% | Add +161.5% | 2,291 | $1.5M |
| LCNB Corp. | 0.50% | Add +16.2% | 2,288 | $1.5M |
| Canopy Partners, LLC | 0.51% | No change | 2,282 | $1.5M |
| Strategic Investment Solutions, Inc. | 0.36% | Add +1.7% | 2,281 | $1.5M |
| Sompo Asset Management Co., Ltd. | 0.27% | Add +1.6% | 2,281 | $1.5M |
| Mosaic Family Wealth Partners, LLC | 0.15% | Add +59.1% | 2,280 | $1.5M |
| Legacy Wealth Managment, LLC | 0.74% | Add +56.0% | 2,278 | $1.5M |
| Brown Financial Advisory | 0.74% | Reduce -2.6% | 2,274 | $1.5M |
| Triton Financial Group Inc | 2.58% | Add +100.0% | 2,210 | $1.5M |
| WealthTrust Axiom LLC | 0.36% | Add +0.2% | 2,260 | $1.5M |
| HFG Advisors, Inc. | 1.04% | No change | 2,259 | $1.5M |
| Spinnaker Trust | 0.08% | Add +1.2% | 2,257 | $1.5M |
| Hibernia Wealth Partners, LLC | 0.44% | Add +4.8% | 2,255 | $1.5M |
| Reinhart Partners, Llc. | 0.04% | No change | 2,245 | $1.5M |
| Compass Capital Corp. /Ma/ | 0.52% | Add +0.1% | 1,987 | $1.5M |
| Integrity Wealth Solutions LLC | 0.57% | Add +0.3% | 2,238 | $1.5M |
| Hamilton Capital, LLC | 0.08% | Add +2.3% | 2,234 | $1.5M |
| Haverford Financial Services, Inc. | 0.43% | Reduce -14.2% | 2,232 | $1.5M |
| 71 West Capital Partners | 0.06% | Add +12.2% | 2,229 | $1.5M |
| KG Capital Management | 1.04% | Reduce -15.3% | 2,228 | $1.5M |
| Peninsula Asset Management Inc. | 0.74% | Reduce -3.2% | 2,212 | $1.4M |
| Arbor Investment Advisors, LLC | 0.19% | No change | 2,205 | $1.4M |
| Emerald Investment Advisers, LLC | 0.13% | — | 2,201 | $1.4M |
| Gateway Investment Advisers LLC | 0.02% | Add +5.6% | 2,191 | $1.4M |
| TruNorth Capital Management, LLC | 0.27% | No change | 2,190 | $1.4M |
| Rollins Financial Advisors, LLC | 0.23% | Add +14.5% | 2,183 | $1.4M |
| Capital Squared Financial LLC | 1.09% | Reduce -0.9% | 2,182 | $1.4M |
| Autumn Glory Partners, LLC | 0.52% | No change | 2,179 | $1.4M |
| White Lighthouse Investment Management Inc. | 0.20% | Reduce -0.1% | 2,172 | $1.4M |
| Traub Capital Management LLC | 1.41% | No change | 2,169 | $1.4M |
| Randolph Co Inc | 0.13% | Reduce -7.7% | 2,161 | $1.4M |
| MBL Wealth, LLC | 0.11% | Add +0.2% | 2,146 | $1.4M |
| Rothschild Investment LLC | 0.07% | Add +23.5% | 2,143 | $1.4M |
| Hunter Perkins Capital Management, LLC | 0.33% | No change | 2,140 | $1.4M |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -6.7% | 2,199 | $1.4M |
| West Wealth Group, LLC | 0.28% | Add +48.3% | 2,135 | $1.4M |
| A&I Financial Services, LLC | 0.66% | Add +11.7% | 2,131 | $1.4M |
| FMB Wealth Management | 0.58% | Add +1.2% | 2,128 | $1.4M |
| Patron Partners, LLC | 0.61% | Reduce -27.5% | 2,127 | $1.4M |
| Altfest L J & Co. Inc. | 0.15% | Add +3.2% | 2,124 | $1.4M |
| Black Swift Group, LLC | 0.24% | No change | 2,121 | $1.4M |
| Ervin Investment Management, LLC | 0.81% | Reduce -0.8% | 2,120 | $1.4M |
| Vista Investment Management | 0.46% | Add +6.3% | 2,118 | $1.4M |
| Chilton Investment Co. Inc. | 0.03% | Add +92.9% | 2,118 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -90.6% | 2,114 | $1.4M |
| Principle Wealth Partners LLC | 0.08% | Add +1.6% | 2,113 | $1.4M |
| Independent Investors Inc. | 0.27% | No change | 2,106 | $1.4M |
| Stirlingshire Investments, Inc. | 1.21% | Add +35.6% | 2,104 | $1.4M |
| Midwest Heritage Bank, FSB | 0.44% | Reduce -0.1% | 2,101 | $1.4M |
| Mendel Capital Management LLC | 0.69% | — | 2,100 | $1.4M |
| Yarbrough Capital, LLC | 0.05% | No change | 2,098 | $1.4M |
| Harvest Investment Services, LLC | 0.25% | Reduce -11.9% | 2,097 | $1.4M |
| Financial Advisors Network, Inc. | 0.19% | Reduce -0.8% | 2,094 | $1.4M |
| Kathmere Capital Management, LLC | 0.08% | Reduce -0.8% | 2,091 | $1.4M |
| Center for Financial Planning, Inc. | 0.14% | Reduce -1.5% | 2,089 | $1.4M |
| Sequent Planning LLC | 0.33% | Add +18.6% | 2,088 | $1.4M |
| Cornerstone Wealth, LLC | 0.77% | — | 1,904 | $1.4M |
| Wallace Advisory Group, LLC | 1.45% | Reduce -2.3% | 2,082 | $1.4M |
| Miller Capital Partners, Inc. | 0.66% | Add +2.5% | 2,081 | $1.4M |
| Meeder Advisory Services, Inc. | 0.06% | Add +72.1% | 2,079 | $1.4M |
| Strata Wealth Advisors, LLC | 0.37% | Reduce -3.3% | 2,071 | $1.4M |
| Legacy Financial Group, Inc. | 0.36% | Reduce -3.0% | 2,069 | $1.4M |
| McClarren Financial Advisors, Inc. | 0.80% | Reduce -81.2% | 2,066 | $1.3M |
| Farmers National Bank | 0.30% | No change | 2,066 | $1.3M |
| Ballast Advisors LLC | 0.39% | Add +33.0% | 2,566 | $1.3M |
| Cannell & Spears LLC | 0.03% | Add +9.8% | 2,052 | $1.3M |
| Strive Financial Group ,LLC | 0.71% | Add +1.3% | 2,050 | $1.3M |
| Sacks & Associates, LLC | 0.99% | Reduce -2.9% | 2,048 | $1.3M |
| SmartHarvest Portfolios, LLC | 0.56% | Reduce -57.5% | 2,044 | $1.3M |
| Cannon Wealth Management Services, LLC | 0.90% | Reduce -0.3% | 2,041 | $1.3M |
| ABLE Financial Group, LLC | 0.26% | Reduce -5.3% | 2,036 | $1.3M |
| SLT Holdings LLC | 0.94% | Reduce -13.1% | 2,033 | $1.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.23% | Add +5.8% | 2,029 | $1.3M |
| Means Investment Co., Inc. | 0.12% | Reduce -1.7% | 2,028 | $1.3M |
| Roberts Wealth Advisors, LLC | 0.34% | Add +11.9% | 2,027 | $1.3M |
| Birchcreek Wealth Management, LLC | 0.64% | Add +13.4% | 2,024 | $1.3M |
| Accel Wealth Management | 0.34% | Reduce -13.1% | 2,022 | $1.3M |
| Indie Asset Partners, LLC | 1.50% | Reduce -0.1% | 2,020 | $1.3M |
| Crew Capital Management, Ltd | 0.88% | Add +0.1% | 2,017 | $1.3M |
| Pacific Point Advisors, LLC | 0.69% | Add +57.2% | 2,006 | $1.3M |
| Rock Point Advisors, LLC | 0.35% | Add +2.1% | 2,006 | $1.3M |
| F/m Investments LLC | 0.09% | Reduce -29.3% | 1,981 | $1.3M |
| Lavelle Capital LP | 0.81% | Reduce -17.2% | 2,000 | $1.3M |
| MADDEN SECURITIES Corp | 0.39% | No change | 2,000 | $1.3M |
| Marion Wealth Management | 0.29% | Reduce -3.3% | 1,999 | $1.3M |
| Tounjian Advisory Partners, LLC | 0.47% | Reduce -0.2% | 1,992 | $1.3M |
| Register Financial Advisors LLC | 0.48% | Add +3.7% | 1,991 | $1.3M |
| Indivisible Partners | 0.11% | Reduce -0.8% | 1,988 | $1.3M |
| Intergy Private Wealth, LLC | 0.38% | Reduce -1.2% | 1,988 | $1.3M |
| Focused Wealth Management, Inc | 0.14% | Reduce -0.8% | 1,977 | $1.3M |
| Prentiss Smith & Co. Inc. | 0.75% | No change | 1,977 | $1.3M |
| Crown Wealth Group, LLC | 0.38% | Reduce -7.0% | 1,973 | $1.3M |
| Goldenstone Wealth Management LLC | 0.94% | Add +0.2% | 1,968 | $1.3M |
| LexAurum Advisors, LLC | 0.17% | — | 1,968 | $1.3M |
| Ardent Capital Management, Inc. | 0.55% | No change | 1,966 | $1.3M |
| Novus Advisors, LLC | 2.87% | Reduce -2.4% | 1,966 | $1.3M |
| Van Diest Capital, LLC | 1.01% | Reduce -25.9% | 1,965 | $1.3M |
| Atticus Wealth Management, LLC | 0.35% | Add +34.0% | 1,963 | $1.3M |
| Avalon Trust Co | 0.09% | No change | 1,961 | $1.3M |
| 17 Capital Partners, LLC | 0.66% | Add +3.0% | 1,960 | $1.3M |
| Balboa Wealth Partners | 0.21% | Reduce -5.5% | 1,957 | $1.3M |
| Wingate Wealth Advisors, Inc. | 0.68% | Reduce -0.8% | 1,955 | $1.3M |
| BDFS Capital LLC | 0.61% | Add +14.9% | 1,953 | $1.3M |
| Sierra Ocean, LLC | 1.05% | No change | 1,950 | $1.3M |
| Blue Sky Capital Consultants Group, Inc. | 0.61% | Add +540.8% | 1,948 | $1.3M |
| Sterling Wealth Management, Inc. | 0.35% | Reduce -4.3% | 1,947 | $1.3M |
| Fort Sheridan Advisors LLC | 0.15% | No change | 1,942 | $1.3M |
| CCG Wealth Management, LLC | 0.34% | Add +2.7% | 1,936 | $1.3M |
| Woodside Wealth Management LLC | 0.99% | Add +3.2% | 1,935 | $1.3M |
| Steelhead Wealth Management LLC | 0.64% | — | 1,933 | $1.3M |
| Intellus Advisors LLC | 0.17% | Add +59.6% | 1,928 | $1.3M |
| Elite Financial, Inc. | 0.56% | Reduce -2.5% | 1,928 | $1.3M |
| Jim Saulnier & Associates, LLC | 0.61% | Reduce -3.2% | 1,926 | $1.3M |
| Ballast, Inc. | 0.29% | Add +0.2% | 1,920 | $1.3M |
| Fayez Sarofim & Co | 0.00% | Reduce -38.1% | 1,919 | $1.3M |
| Three Bearings Fiduciary Advisors, Inc. | 1.21% | Reduce -10.8% | 1,918 | $1.3M |
| Northwest Financial Advisors | 2.42% | Reduce -1.9% | 1,916 | $1.3M |
| Adelphi Trust Co | 1.02% | Add +132.8% | 1,916 | $1.3M |
| Bci Securities, Inc. | 12.30% | Add +140.5% | 1,912 | $1.2M |
| Financial Network Wealth Advisors LLC | 1.28% | Add +2.5% | 1,911 | $1.2M |
| Affinity Wealth Management LLC | 0.19% | Add +0.1% | 1,905 | $1.2M |
| Summit Global Investments | 0.07% | Add +9.5% | 1,903 | $1.2M |
| Almanack Investment Partners, LLC. | 0.21% | Reduce -15.6% | 1,902 | $1.2M |
| Nichols & Pratt Advisers LLP | 0.08% | No change | 327 | $1.2M |
| Rather & Kittrell, Inc. | 0.19% | Reduce -1.3% | 1,897 | $1.2M |
| Morangie Management LLC | 1.14% | Reduce -3.2% | 1,895 | $1.2M |
| Sara-Bay Financial | 0.37% | Add +2.1% | 1,890 | $1.2M |
| Marble Harbor Investment Counsel, LLC | 0.13% | No change | 1,887 | $1.2M |
| Centerpoint Advisory Group | 0.93% | Add +4.1% | 1,885 | $1.2M |
| Financial Insights, Inc. | 0.40% | Reduce -18.2% | 1,875 | $1.2M |
| Planned Solutions, Inc. | 0.40% | Add +0.1% | 1,875 | $1.2M |
| Princeton Capital Management LLC | 0.33% | Reduce -0.3% | 1,874 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.34% | Reduce -2.6% | 1,873 | $1.2M |
| Foster & Motley Inc. | 0.06% | Add +23.5% | 1,872 | $1.2M |
| BFI Infinity Ltd. | 0.68% | Reduce -15.6% | 1,868 | $1.2M |
| GEN Financial Management, INC. | 0.76% | No change | 1,868 | $1.2M |
| Chicago Wealth Management, Inc. | 0.49% | No change | 1,866 | $1.2M |
| TrustBank | 0.47% | Add +1.9% | 1,865 | $1.2M |
| Dickmeyer Boyce Financial Management, Inc. | 0.72% | — | 1,864 | $1.2M |
| Gleason Group, Inc. | 0.12% | Add +0.1% | 1,861 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.08% | Add +1.8% | 1,857 | $1.2M |
| BCS Wealth Management | 0.25% | Reduce -68.5% | 1,854 | $1.2M |
| Beutel, Goodman & Co Ltd. | 0.01% | Add +69.0% | 1,849 | $1.2M |
| Peck Wealth Management, LLC | 1.21% | Reduce -1.6% | 1,846 | $1.2M |
| Taylor Securities Services, Inc. | 0.56% | Add +11.9% | 1,843 | $1.2M |
| Life Planning Partners, Inc | 0.91% | Add +1.0% | 1,826 | $1.2M |
| Garrison Bradford & Associates Inc. | 1.35% | New | 1,825 | $1.2M |
| Advocacy Wealth Management, LLC | 0.05% | Add +1.2% | 1,822 | $1.2M |
| Rockbridge Investment Management, LCC | 0.11% | Reduce -4.2% | 1,819 | $1.2M |
| Connable Office Inc. | 0.12% | Add +7.8% | 1,819 | $1.2M |
| Brooklyn FI, LLC | 0.25% | Add +0.2% | 1,817 | $1.2M |
| Red Reef Advisors LLC | 1.24% | Add +9.3% | 1,815 | $1.2M |
| Blue Line Capital, LLC / IL | 1.34% | Reduce -15.9% | 1,815 | $1.2M |
| Independent Wealth Network Inc. | 0.35% | Add +7.3% | 1,815 | $1.2M |
| Smart Money Group LLC | 0.34% | Reduce -1.3% | 1,811 | $1.2M |
| Financially in Tune, LLC | 1.02% | Reduce -3.0% | 1,808 | $1.2M |
| Silicon Valley Capital Partners | 0.12% | Reduce -3.6% | 1,804 | $1.2M |
| McLean Asset Management Corp | 0.21% | No change | 1,803 | $1.2M |
| JM2 Capital Inc. | 0.98% | No change | 1,801 | $1.2M |
| Fiscal Wisdom Wealth Management, LLC | 1.13% | Add +40.3% | 1,799 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.13% | Add +42.4% | 1,774 | $1.2M |
| Global View Capital Management LLC | 0.31% | Reduce -85.6% | 1,794 | $1.2M |
| Tanager Wealth Management LLP | 0.11% | Add +14.4% | 1,788 | $1.2M |
| SwitchPoint Financial Planning, LLC | 0.79% | No change | 1,785 | $1.2M |
| Worth Asset Management, LLC | 0.43% | Add +16.5% | 1,783 | $1.2M |
| Newman Dignan & Sheerar, Inc. | 0.25% | Add +28.9% | 1,783 | $1.2M |
| Barlow Wealth Partners, LLC | 0.13% | Add +10.4% | 1,630 | $1.2M |
| Citizens Business Bank | 0.19% | No change | 1,776 | $1.2M |
| Paladin Wealth, LLC | 0.80% | Add +73.5% | 1,775 | $1.2M |
| CMH Wealth Management LLC | 0.20% | New | 1,775 | $1.2M |
| Portland Financial Advisors Inc | 2.41% | Add +24.8% | 1,774 | $1.2M |
| J.Safra Asset Management Corp | 0.06% | No change | 1,771 | $1.2M |
| Aventus Investment Advisors, Inc. | 0.98% | Reduce -4.3% | 1,768 | $1.2M |
| 10Elms LLP | 0.80% | Add +6696.1% | 1,767 | $1.2M |
| Sincerus Advisory, LLC | 0.87% | Add +13.7% | 1,764 | $1.2M |
| Councilor Wealth, LLC | 0.56% | Add +0.5% | 1,761 | $1.2M |
| Foster Victor Wealth Advisors, LLC | 0.07% | Add +47.5% | 1,648 | $1.1M |
| Clarity Financial LLC | 0.12% | Add +3.8% | 1,750 | $1.1M |
| Ameriflex Group, Inc. | 0.58% | Reduce -7.7% | 1,746 | $1.1M |
| Nvest Financial, LLC | 0.42% | Reduce -3.1% | 1,741 | $1.1M |
| Veracity Capital LLC | 0.41% | Add +7.7% | 1,740 | $1.1M |
| Cowa, LLC | 0.33% | Reduce -63.1% | 1,814 | $1.1M |
| Horizon Wealth Management, LLC | 0.17% | Add +0.9% | 1,738 | $1.1M |
| Sightline Wealth Advisors, LLC | 0.48% | Reduce -0.1% | 1,737 | $1.1M |
| Brookmont Capital Management | 0.63% | Add +5.8% | 1,735 | $1.1M |
| Keener Financial Planning LLC | 0.48% | No change | 1,734 | $1.1M |
| LMCG Investments, LLC | 0.07% | Add +4.8% | 1,730 | $1.1M |
| Poinciana Advisors Group, LLC | 0.89% | No change | 1,729 | $1.1M |
| Crux Wealth Advisors | 0.43% | Reduce -5.0% | 1,727 | $1.1M |
| Northwest Wealth Management, LLC | 0.17% | Reduce -2.3% | 1,727 | $1.1M |
| Atwood & Palmer Inc. | 0.06% | Reduce -2.8% | 1,725 | $1.1M |
| Aspen Wealth Management LLC | 0.22% | Add +0.5% | 1,724 | $1.1M |
| Juno Financial Group LLC | 0.44% | Add +0.3% | 1,720 | $1.1M |
| Redwood Financial Network Corp | 0.73% | Add +3.8% | 1,716 | $1.1M |
| Charter Capital Management, LLC\DE | 0.56% | Add +10.8% | 1,716 | $1.1M |
| Everest Private Wealth | 0.57% | Reduce -12.8% | 1,716 | $1.1M |
| Hamrick Investment Counsel, llc | 0.62% | Add +177.1% | 1,715 | $1.1M |
| Three Magnolias Financial Advisors, LLC | 0.71% | Add +159.9% | 1,710 | $1.1M |
| Bill Few Associates, Inc. | 0.27% | Add +18.1% | 1,708 | $1.1M |
| Sage Capital Management, LLC | 0.52% | Add +0.1% | 1,703 | $1.1M |
| Strategic Financial Services, Inc. | 0.05% | New | 1,702 | $1.1M |
| GKV Capital Management Co., Inc. | 0.42% | Reduce -9.4% | 1,701 | $1.1M |
| Timber Creek Capital Management LLC | 0.27% | No change | 1,698 | $1.1M |
| North Point Portfolio Managers Corp. | 0.20% | Add +32.4% | 1,695 | $1.1M |
| Regency Capital Management Inc.\DE | 0.49% | Add +2.2% | 1,692 | $1.1M |
| Stone Wealth Partners | 0.99% | Reduce -5.0% | 1,687 | $1.1M |
| Gerber, LLC | 0.62% | No change | 1,685 | $1.1M |
| Rockport Wealth LLC | 0.20% | No change | 1,682 | $1.1M |
| Sandbox Financial Partners, LLC | 0.31% | Reduce -1.4% | 1,678 | $1.1M |
| Lavaca Capital LLC | 0.20% | Add +0.5% | 1,677 | $1.1M |
| Insight Wealth Strategies, LLC | 0.12% | Reduce -3.4% | 1,675 | $1.1M |
| Selby Wealth Management, LLC | 0.43% | Add +4.6% | 1,674 | $1.1M |
| Financial Planning Navigators CORP | 0.48% | Reduce -1.6% | 1,674 | $1.1M |
| Montz Harcus Wealth Management LLC | 0.44% | Add +0.5% | 1,674 | $1.1M |
| Atlas Private Wealth Advisors | 0.26% | Add +72.5% | 1,670 | $1.1M |
| Agate Pass Investment Management, LLC | 0.43% | Reduce -0.2% | 1,666 | $1.1M |
| Balanced Wealth Group LLC | 0.39% | Reduce -12.5% | 1,666 | $1.1M |
| McRae Capital Management Inc. | 0.23% | Reduce -28.7% | 1,661 | $1.1M |
| Anchor Capital Advisors LLC | 0.03% | Reduce -11.7% | 1,654 | $1.1M |
| Correct Capital Wealth Management | 0.20% | No change | 1,646 | $1.1M |
| McHugh Group, LLC | 0.64% | No change | 1,645 | $1.1M |
| Aureum Wealth Management, LLC | 0.75% | Add +9.4% | 1,644 | $1.1M |
| Key Capital Management, INC | 0.71% | Add +380.4% | 1,643 | $1.1M |
| Align Financial, LLC | 0.61% | Reduce -99.8% | 1,635 | $1.1M |
| Quattro Financial Advisors LLC | 0.32% | Add +56.2% | 1,634 | $1.1M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -13.4% | 1,633 | $1.1M |
| Provenance Wealth Advisors, LLC | 0.11% | No change | 1,624 | $1.1M |
| Beck Capital Management, LLC | 0.24% | Reduce -52.9% | 1,623 | $1.1M |
| Equity Wealth Partners, LLC | 0.68% | Add +0.8% | 1,621 | $1.1M |
| Frazier Financial Advisors, LLC | 0.59% | Add +69.8% | 1,618 | $1.1M |
| Redmond Asset Management, LLC | 0.29% | Add +0.1% | 1,616 | $1.1M |
| Bitterroot Capital Advisors LLC | 0.64% | Add +0.2% | 1,608 | $1.1M |
| Seascape Capital Management | 0.30% | Add +0.1% | 1,604 | $1.0M |
| Silver Grove Financial Group, Inc. | 0.84% | Reduce -10.8% | 1,602 | $1.0M |
| FWL Investment Management, LLC | 0.23% | Add +6.4% | 1,599 | $1.0M |
| Marks Group Wealth Management, Inc | 0.10% | Reduce -20.5% | 1,598 | $1.0M |
| PW Nova Financial Services LLC | 0.28% | Reduce -0.6% | 1,592 | $1.0M |
| Merkkuri Wealth Advisors LLC | 0.69% | Reduce -1.9% | 1,592 | $1.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.22% | Reduce -3.0% | 1,590 | $1.0M |
| Granite Bay Wealth Management, LLC | 0.22% | No change | 1,588 | $1.0M |
| 46 Peaks LLC | 0.76% | No change | 1,588 | $1.0M |
| Valtrion Capital Management, LLC | 0.97% | Add +2.4% | 1,578 | $1.0M |
| SJS Investment Consulting Inc. | 0.13% | No change | 1,574 | $1.0M |
| Warwick Investment Management, Inc. | 0.15% | Add +2.8% | 1,570 | $1.0M |
| Independent Family Office, LLC | 0.42% | No change | 1,568 | $1.0M |
| Capital Developers, LLC | 0.92% | Reduce -2.3% | 1,564 | $1.0M |
| Dodds Wealth, LLC | 0.25% | Add +0.3% | 1,558 | $1.0M |
| D'Orazio & Associates, Inc. | 0.13% | Add +146.4% | 1,557 | $1.0M |
| Ceeto Capital Group, LLC | 0.31% | No change | 1,556 | $1.0M |
| Ramirez Asset Management, Inc. | 0.12% | No change | 1,555 | $1.0M |
| SP Asset Management LLC | 0.09% | Reduce -66.9% | 1,554 | $1.0M |
| TrinityBridge Ltd | 0.03% | Reduce -14.6% | 1,547 | $1.0M |
| VCI Wealth Management LLC | 0.28% | Add +8.1% | 1,545 | $1.0M |
| Bouchey Financial Group, Ltd. | 0.07% | Add +1.2% | 1,476 | $1.0M |
| Cardinal Point Capital Management ULC | 0.06% | Reduce -28.0% | 1,539 | $1.0M |
| Howard Bailey Securities, LLC | 0.41% | Reduce -29.2% | 1,534 | $1.0M |
| Copia Wealth Management | 0.69% | Reduce -33.4% | 1,530 | $999K |
| River's Edge Wealth Management, LLC | 0.94% | Reduce -0.2% | 1,393 | $999K |
| 180 Wealth Advisors, LLC | 0.11% | Add +17.8% | 1,529 | $999K |
| Colter Lewis Investment Partners LLC | 0.94% | Reduce -85.2% | 1,529 | $999K |
| Karani Asset Management LLC | 0.87% | Add +0.2% | 1,527 | $997K |
| Objectivity Squared, LLC | 0.63% | Add +2.0% | 1,525 | $996K |
| Ascentis Wealth Management, LLC | 0.21% | Add +9.3% | 1,522 | $995K |
| Argentarii, LLC | 0.35% | Add +1.3% | 1,522 | $994K |
| Lake Hills Wealth Management, LLC | 0.56% | No change | 1,520 | $993K |
| Wealth Advisors of Tampa Bay, LLC | 0.33% | Reduce -0.1% | 1,520 | $993K |
| FSB Premier Wealth Management, Inc. | 0.31% | Reduce -13.1% | 1,517 | $991K |
| Reik & Co., LLC | 0.27% | No change | 1,516 | $990K |
| Fiduciary Financial Group, LLC | 0.13% | Add +6.5% | 1,514 | $989K |
| Hexagon Capital Partners LLC | 0.14% | New | 1,514 | $989K |
| Smart Portfolios, LLC | 0.99% | Reduce -0.2% | 1,513 | $988K |
| Vilga Financial Planning LLC | 0.88% | Add +0.1% | 1,512 | $988K |
| DDFG, Inc | 0.21% | Add +0.7% | 1,510 | $986K |
| Meritas Wealth Management, LLC | 0.45% | Add +5.5% | 1,510 | $986K |
| Florida Financial Advisors, LLC | 0.24% | Add +20.1% | 1,504 | $983K |
| Planning Center, Inc. | 0.10% | Reduce -16.0% | 1,501 | $980K |
| Avion Wealth | 0.20% | Reduce -10.1% | 1,501 | $980K |
| Asset Allocation Strategies LLC | 0.17% | Reduce -18.9% | 1,500 | $980K |
| RMR Capital Management, LLC | 0.71% | Reduce -3.4% | 1,498 | $979K |
| Kondo Wealth Advisors, Inc. | 0.37% | No change | 1,496 | $977K |
| Towneley Capital Management, Inc / DE | 0.20% | Add +0.2% | 1,494 | $976K |
| Skyline Advisors, Inc. | 0.34% | Reduce -0.1% | 1,494 | $976K |
| Peachtree Investment Partners, LLC | 0.37% | Add +31.1% | 1,491 | $974K |
| Portfolio Strategies, Inc. | 0.12% | Reduce -0.5% | 1,485 | $970K |
| Nicollet Investment Management, Inc. | 0.33% | No change | 1,485 | $970K |
| Capstone Wealth Management Group, LLC | 0.41% | Add +0.1% | 1,482 | $968K |
| Navellier & Associates Inc. | 0.10% | Reduce -1.1% | 1,480 | $967K |
| LifeWealth Investments, LLC | 0.29% | Reduce -27.3% | 1,479 | $966K |
| Muirfield Wealth Advisors LLC | 0.71% | Add +9.7% | 1,474 | $963K |
| PVG Asset Management Corp. | 0.57% | Reduce -2.5% | 1,272 | $962K |
| MN Wealth Advisors, LLC | 0.47% | Reduce -29.3% | 1,472 | $962K |
| TrueWealth Advisors, LLC | 0.24% | Add +7.8% | 1,472 | $962K |
| Mitchell McLeod Pugh & Williams Inc. | 0.14% | Reduce -1.2% | 1,470 | $960K |
| Pathway Financial Advisors LLC | 0.12% | Reduce -3.1% | 1,456 | $959K |
| Colorado Capital Management, Inc. | 0.36% | No change | 1,467 | $958K |
| WT Wealth Management | 0.28% | No change | 1,465 | $957K |
| Flagship Wealth Advisors, LLC | 0.41% | Add +0.5% | 1,538 | $955K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -3.2% | 1,461 | $954K |
| DSG Capital Advisors, LLC | 0.15% | No change | 1,457 | $952K |
| Team Financial Group, LLC | 0.43% | Add +4.5% | 1,447 | $945K |
| Green Ridge Wealth Planning LLC | 0.50% | No change | 1,447 | $945K |
| Capital City Trust Co. | 0.22% | Reduce -4.7% | 1,446 | $945K |
| Ifrah Financial Services, Inc. | 0.25% | Reduce -6.5% | 1,445 | $944K |
| Essential Investment Partners LLC | 0.87% | Add +0.5% | 1,442 | $942K |
| M. Kulyk & Associates, LLC | 0.18% | No change | 1,442 | $942K |
| InvesTrust | 0.40% | Reduce -2.2% | 1,440 | $941K |
| Gutierrez Wealth Advisory, LLC | 0.58% | Add +1.6% | 1,431 | $935K |
| Colonial River Investments, LLC | 0.33% | Reduce -17.4% | 1,430 | $934K |
| United Bank | 0.31% | Reduce -5.7% | 1,430 | $934K |
| Thryve Wealth Management LLC | 0.62% | Add +268.5% | 1,426 | $931K |
| Partners in Financial Planning | 0.15% | No change | 1,417 | $926K |
| J. Derek Lewis & Associates Inc. | 0.21% | Add +2.0% | 1,412 | $923K |
| Bennett Selby Investments LP | 0.32% | No change | 1,408 | $920K |
| Guardian Financial Partners, LLC | 0.39% | Reduce -13.1% | 1,406 | $918K |
| Highland Financial Advisors, LLC | 0.24% | Add +68.9% | 1,405 | $918K |
| ProVise Management Group, LLC | 0.07% | Reduce -1.1% | 1,405 | $918K |
| Staley Capital Advisers Inc. | 0.04% | Reduce -3.1% | 1,403 | $916K |
| Chatham Capital Group, Inc. | 0.13% | No change | 1,402 | $916K |
| Sequent Asset Management, LLC | 0.44% | Reduce -20.8% | 1,401 | $915K |
| Amplius Wealth Advisors, LLC | 0.08% | Add +0.3% | 1,400 | $914K |
| NBZ Investment Advisors LLC | 0.40% | No change | 1,397 | $913K |
| Peak Retirement Planning, Inc. | 0.18% | Add +15.3% | 1,396 | $912K |
| Investment Research & Advisory Group, Inc. | 0.32% | Reduce -3.5% | 1,395 | $911K |
| Prepared Retirement Institute LLC | 0.45% | Reduce -0.5% | 1,394 | $911K |
| Gibson Capital, LLC | 0.17% | No change | 1,391 | $909K |
| Safeguard Investment Advisory Group, LLC | 0.25% | Reduce -17.1% | 1,387 | $906K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +4.4% | 1,386 | $906K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -98.2% | 1,386 | $905K |
| Summit Investment Advisory Services, LLC | 0.34% | Reduce -0.4% | 1,385 | $905K |
| Chemistry Wealth Management LLC | 0.16% | Add +5.6% | 1,380 | $902K |
| Bensler, LLC | 0.09% | Add +3.4% | 1,379 | $901K |
| Bradyco, Inc. | 0.70% | Add +0.5% | 1,379 | $901K |
| Keating Financial Advisory Services, Inc. | 0.15% | Add +9.0% | 1,379 | $900K |
| Victory Financial Group, LLC | 0.11% | Add +9.4% | 1,378 | $900K |
| Aspiring Ventures, LLC | 0.30% | No change | 1,376 | $899K |
| Addison Advisors LLC | 0.20% | Reduce -13.0% | 1,375 | $898K |
| MeadowBrook Investment Advisors LLC | 0.81% | No change | 1,374 | $898K |
| Penney Financial, LLC | 0.34% | No change | 1,374 | $898K |
| Walter & Keenan Wealth Management LLC /in/ | 0.25% | No change | 1,372 | $896K |
| Tenret Co LLC | 0.43% | No change | 1,371 | $896K |
| Hall Laurie J Trustee | 0.32% | Add +72.8% | 1,369 | $894K |
| Washington Trust Advisors, Inc. | 0.07% | Reduce -40.5% | 1,368 | $893K |
| Prosperity Planning, Inc. | 0.32% | Add +50.1% | 1,363 | $890K |
| Capital Investment Services of America, Inc. | 0.09% | Add +0.8% | 1,362 | $890K |
| KFG Wealth Management, LLC | 0.11% | Reduce -1.9% | 1,361 | $889K |
| Johnson Bixby & Associates, LLC | 0.11% | Reduce -0.1% | 1,359 | $888K |
| Pearl Planning LLC | 0.47% | Reduce -0.1% | 1,352 | $883K |
| Cullen Investment Group, LTD. | 0.12% | Reduce -7.1% | 1,350 | $882K |
| Reicon Wealth Advisors, LLC | 0.68% | Add +6.2% | 1,347 | $880K |
| Elgethun Capital Management | 0.15% | No change | 1,344 | $878K |
| Virtue Capital Management, LLC | 0.13% | Reduce -50.1% | 1,381 | $877K |
| Shakespeare Wealth Management, LLC | 0.21% | Add +7.0% | 1,341 | $876K |
| Ethic Inc. | 0.01% | Add +40.6% | 1,340 | $875K |
| Littlejohn Financial Services, Inc. | 0.66% | Reduce -16.9% | 1,338 | $874K |
| Hemenway Trust Co LLC | 0.07% | No change | 1,334 | $871K |
| Plimoth Trust Co. LLC | 0.19% | Add +8.8% | 1,333 | $871K |
| Tandem Capital Management Corp. | 0.43% | Reduce -2.9% | 1,326 | $866K |
| Financial Futures Ltd Liability Co. | 0.38% | No change | 1,326 | $866K |
| Tenon Financial LLC | 0.34% | Reduce -19.3% | 1,325 | $866K |
| ARS Wealth Advisors Group, LLC | 0.07% | Reduce -0.5% | 1,325 | $865K |
| Delta Asset Management LLC | 0.08% | Reduce -6.8% | 1,324 | $865K |
| Peoples Financial Services Corp. | 0.41% | No change | 1,323 | $864K |
| City State Bank | 0.22% | No change | 1,322 | $864K |
| Heartwood Wealth Advisors LLC | 0.08% | New | 1,320 | $862K |
| Great Waters Wealth Management | 0.09% | Add +0.5% | 1,317 | $860K |
| Torrey Growth & Income Advisors | 0.36% | No change | 1,330 | $858K |
| City Holding Co. | 0.11% | Reduce -11.1% | 1,310 | $856K |
| LMG Wealth Partners, LLC | 0.16% | Reduce -0.8% | 1,309 | $855K |
| Monte Financial Group, LLC | 0.30% | Add +20.6% | 1,308 | $854K |
| Harrell Investment Partners, LLC | 0.20% | Reduce -4.5% | 1,306 | $853K |
| Elevation Wealth Management LLC | 0.78% | Reduce -1.2% | 1,302 | $851K |
| Convergence Financial, LLC | 0.09% | Add +3.3% | 1,296 | $849K |
| Hudson Capital Management LLC | 0.23% | Add +3.9% | 1,298 | $848K |
| Integral Investment Advisors, Inc. | 0.21% | Add +10.7% | 1,297 | $847K |
| Compton Wealth Advisory Group, LLC | 0.19% | No change | 1,287 | $847K |
| USAdvisors Wealth Management, LLC | 0.28% | Add +0.2% | 1,335 | $847K |
| Tucker Asset Management LLC | 0.25% | Reduce -15.5% | 1,296 | $847K |
| Culbertson A N & Co. Inc. | 0.11% | Reduce -6.8% | 1,295 | $846K |
| Hurley Capital, LLC | 0.45% | Add +23.5% | 1,294 | $845K |
| Shepherd Kaplan Krochuk, LLC | 0.71% | Reduce -3.7% | 1,294 | $845K |
| First Pacific Financial | 0.11% | Add +36.6% | 1,294 | $845K |
| N.E.W. Advisory Services LLC | 0.06% | Add +2.9% | 1,291 | $844K |
| Brooks, Moore & Associates, Inc. | 0.42% | Reduce -7.2% | 1,290 | $843K |
| Foguth Wealth Management, LLC. | 0.10% | Add +40.0% | 1,107 | $842K |
| Ignite Planners, LLC | 0.13% | Reduce -0.6% | 1,288 | $841K |
| Westbourne Investment Advisors, Inc. | 0.25% | Reduce -10.3% | 1,288 | $841K |
| Arrowroot Family Office, LLC | 0.28% | Add +1.0% | 1,287 | $840K |
| Arrow Financial Corp | 0.08% | Add +1.6% | 1,286 | $840K |
| Penobscot Investment Management Company, Inc. | 0.07% | Reduce -4.1% | 1,285 | $839K |
| RMG Wealth Management LLC | 0.10% | Reduce -17.3% | 1,129 | $839K |
| D L Carlson Investment Group Inc. | 0.14% | Reduce -1.1% | 1,282 | $837K |
| HRC Wealth Management, LLC | 0.39% | Add +3.7% | 1,275 | $833K |
| M.E. Allison & Co., Inc. | 0.55% | No change | 1,275 | $833K |
| Foundry Financial LLC | 0.35% | New | 1,275 | $833K |
| OMNI 360 Wealth, Inc. | 0.43% | Reduce -10.7% | 1,275 | $833K |
| FourThought Financial Partners, LLC | 0.07% | Reduce -0.1% | 1,275 | $833K |
| DHJJ Financial Advisors, Ltd. | 0.28% | Reduce -6.0% | 1,274 | $832K |
| Opal Wealth Advisors, LLC | 0.19% | Reduce -84.2% | 1,274 | $832K |
| Kassira Wealth Management LLC | 0.76% | No change | 1,273 | $832K |
| Noble Wealth Management PBC | 0.43% | Reduce -1.5% | 1,272 | $831K |
| Woodard & Co. Asset Management Group Inc. | 0.13% | Add +2.1% | 1,266 | $827K |
| Gordian Advisors LLC | 0.55% | Add +279.9% | 1,265 | $826K |
| Jackson Thornton Wealth Management, LLC | 0.07% | No change | 1,209 | $825K |
| Tsfg, LLC | 0.13% | Add +1.1% | 1,261 | $824K |
| Pinney & Scofield, Inc. | 0.44% | Add +11.2% | 1,261 | $824K |
| Tilson Financial Group, Inc. | 0.25% | Reduce -16.3% | 1,256 | $821K |
| Strategic Family Wealth Counselors, L.L.C. | 0.21% | No change | 1,250 | $817K |
| Hillman Capital Management, Inc. | 0.57% | Add +22.3% | 1,250 | $817K |
| Regatta Capital Group, LLC | 0.12% | Add +6.0% | 1,247 | $814K |
| Piedmont Capital Management, LLC | 0.41% | Add +11.9% | 1,231 | $814K |
| BostonPremier Wealth LLC | 0.42% | Add +0.1% | 1,241 | $810K |
| Inscription Capital, LLC | 0.09% | Reduce -11.1% | 1,240 | $810K |
| Prosperity Financial Group, Inc. | 0.30% | Reduce -8.8% | 1,240 | $810K |
| First National Bank Sioux Falls | 0.22% | Reduce -2.7% | 1,143 | $806K |
| Madden Advisory Services, Inc. | 0.32% | Reduce -23.4% | 1,232 | $805K |
| Horizons Wealth Management | 0.54% | Reduce -0.4% | 1,232 | $805K |
| Avant Financial Advisors LLC | 0.56% | Add +0.3% | 1,226 | $801K |
| Congress Asset Management Co. | 0.01% | Reduce -92.4% | 1,226 | $801K |
| William Mack & Associates, Inc. | 0.46% | Reduce -19.0% | 1,226 | $801K |
| Invera Wealth Advisors, LLC | 0.51% | Reduce -9.9% | 1,225 | $800K |
| Moment Partners, LLC | 0.14% | Reduce -0.5% | 1,225 | $800K |
| Innova Wealth Partners | 0.38% | No change | 1,222 | $798K |
| Members Trust Co | 0.03% | Add +1.2% | 1,222 | $798K |
| Conservest Capital Advisors, Inc. | 0.07% | Reduce -5.0% | 1,217 | $795K |
| Martin & Co. Inc. | 0.14% | No change | 1,217 | $795K |
| Ables, Iannone, Moore & Associates, Inc. | 0.47% | Add +11.2% | 1,216 | $794K |
| Charis Legacy Partners, LLC | 1.16% | No change | 1,215 | $794K |
| Hamilton Point Investment Advisors, LLC | 0.12% | No change | 1,215 | $794K |
| BXM Wealth LLC | 0.61% | Reduce -14.0% | 1,211 | $791K |
| Community Financial Services Group, LLC | 0.14% | Reduce -0.6% | 1,202 | $791K |
| First National Bank of Mount Dora, Trust Investment Services | 0.17% | Reduce -6.8% | 1,210 | $790K |
| Spartan Planning & Wealth Management | 0.58% | Reduce -44.0% | 1,209 | $790K |
| Liberty Square Wealth Partners LLC | 0.22% | Reduce -7.4% | 1,204 | $786K |
| Matauro, LLC | 0.11% | Add +33.5% | 1,204 | $786K |
| Van Cleef Asset Management,Inc | 0.08% | Reduce -21.4% | 1,202 | $785K |
| Warner Group LLC | 0.51% | Add +9.2% | 1,200 | $784K |
| Wimmer Associates 1, LLC | 0.38% | No change | 1,200 | $784K |
| Bonfire Financial | 0.59% | No change | 1,197 | $782K |
| Coastwise Capital Group, LLC | 0.43% | No change | 1,197 | $782K |
| Laffer Tengler Investments, Inc. | 0.14% | No change | 1,194 | $780K |
| Future Financial Wealth Managment LLC | 0.50% | No change | 1,106 | $778K |
| West Michigan Advisors, LLC | 0.17% | Reduce -4.8% | 1,189 | $777K |
| Garrett Wealth Advisory Group, LLC | 0.14% | Reduce -1.0% | 1,188 | $776K |
| Gill Capital Partners, LLC | 0.22% | No change | 1,187 | $776K |
| Fairview Capital Investment Management, LLC | 0.04% | Add +2.3% | 1,186 | $775K |
| Navalign, LLC | 0.20% | Reduce -5.2% | 1,186 | $775K |
| Revisor Wealth Management LLC | 0.21% | Reduce -5.8% | 1,182 | $772K |
| GatePass Capital, LLC | 0.38% | Add +0.3% | 1,181 | $771K |
| One Wealth Map LLC | 0.38% | Add +0.7% | 1,065 | $771K |
| Grant Private Wealth Management Inc | 0.40% | Reduce -38.5% | 1,167 | $762K |
| Zuckerman Investment Group, LLC | 0.07% | No change | 1,166 | $762K |
| Cambridge Capital Management, LLC | 0.33% | Add +113.8% | 1,165 | $761K |
| AdviceOne Advisory Services, LLC | 0.46% | Reduce -4.8% | 1,165 | $761K |
| Revere Asset Management, Inc | 0.39% | Reduce -0.2% | 1,162 | $759K |
| Milestones Private Investment Advisors LLC | 0.67% | Reduce -22.6% | 1,159 | $757K |
| Sjbenen Advisory, LLC | 0.63% | Reduce -11.0% | 1,159 | $757K |
| Sharp Wealth Advisory, LLC | 0.37% | Add +1.3% | 1,159 | $757K |
| Midwest Capital Advisors, LLC | 0.35% | Add +7.7% | 1,157 | $756K |
| Jordan Park Group LLC | 0.04% | Add +0.3% | 1,157 | $756K |
| AmeriServ Wealth Advisors | 0.48% | No change | 1,154 | $754K |
| Fenimore Asset Management Inc | 0.02% | No change | 1,150 | $751K |
| Global Assets Advisory, LLC | 0.21% | Reduce -7.8% | 1,149 | $751K |
| San Luis Wealth Advisors LLC | 0.12% | Reduce -1.3% | 1,148 | $750K |
| Slow Capital, Inc. | 0.10% | Add +0.5% | 1,145 | $748K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.25% | New | 1,040 | $747K |
| Somerset Trust Co | 0.23% | No change | 1,142 | $746K |
| Radnor Capital Management, LLC | 0.11% | No change | 1,139 | $744K |
| Fermata Advisors, LLC | 0.17% | Reduce -16.1% | 1,139 | $744K |
| Stiles Financial Services Inc | 0.23% | Add +10.0% | 1,135 | $741K |
| Harbor Capital Advisors, Inc. | 0.06% | Reduce -53.9% | 1,130 | $738K |
| Concord Wealth Partners | 0.10% | Add +144.9% | 1,129 | $738K |
| Sterling Investment Advisors, Ltd. | 0.13% | No change | 1,129 | $737K |
| TPG Financial Advisors, LLC | 0.24% | Reduce -11.4% | 1,123 | $734K |
| Jane Street Group, LLC | 0.00% | Reduce -5.5% | 1,123 | $734K |
| Arlington Financial Advisors, LLC | 0.10% | Reduce -14.0% | 1,122 | $733K |
| Third View Private Wealth, LLC | 0.10% | Add +2.1% | 1,122 | $733K |
| Samalin Investment Counsel, LLC | 0.26% | Reduce -43.0% | 1,121 | $732K |
| Glenorchy Capital Ltd | 0.39% | No change | 1,118 | $730K |
| Front Row Advisors LLC | 0.25% | No change | 1,118 | $730K |
| True Wealth Design, LLC | 0.20% | Reduce -1.5% | 1,118 | $730K |
| CFO4Life Group, LLC | 0.11% | Add +11.4% | 1,116 | $729K |
| Castle Rock Wealth Management, LLC | 0.16% | Add +24.6% | 1,105 | $728K |
| Investor's Fiduciary Advisor Network, LLC | 0.22% | Reduce -22.9% | 1,114 | $727K |
| Gilman Hill Asset Management, LLC | 0.11% | Reduce -33.3% | 1,112 | $726K |
| Security National Bank of So Dak | 0.35% | No change | 1,111 | $726K |
| Noesis Capital Mangement Corp. | 0.11% | Add +43.1% | 1,108 | $723K |
| FWG Investments, LLC. | 0.46% | Add +4.0% | 1,106 | $722K |
| D.B. Root & Company, LLC | 0.17% | Reduce -7.5% | 1,105 | $722K |
| Exchange Bank | 0.50% | No change | 1,104 | $721K |
| Triton Wealth Management, PLLC | 0.27% | Reduce -0.8% | 1,089 | $719K |
| Seven Post Investment Office LP | 0.23% | No change | 1,100 | $719K |
| Mason Investment Advisory Services, Inc. | 0.03% | Reduce -6.0% | 1,090 | $712K |
| Fourpath Capital Management, LLC | 0.10% | Reduce -9.2% | 1,090 | $712K |
| Fourth Dimension Wealth, LLC | 0.27% | Add +82.7% | 1,087 | $710K |
| Cornerstone Financial Management LLC | 0.65% | Reduce -0.3% | 1,085 | $709K |
| Patrick M Sweeney & Associates, Inc. | 0.45% | No change | 1,085 | $709K |
| one8zero8, LLC | 0.16% | Reduce -5.3% | 1,085 | $709K |
| MJT & Associates Financial Advisory Group, Inc. | 0.52% | No change | 1,085 | $708K |
| Ruggiero Investments, Inc. | 0.68% | No change | 1,083 | $707K |
| Insight Wealth Partners, LLC | 0.29% | Add +55.6% | 1,080 | $705K |
| Legacy Solutions, LLC | 0.65% | Reduce -8.5% | 1,080 | $705K |
| Slagle Financial, LLC | 0.23% | Add +9.3% | 1,075 | $703K |
| Manuka Financial, LLC | 0.43% | Reduce -6.9% | 1,075 | $702K |
| Townsend Asset Management Corp. /NC/ | 0.25% | Add +1.4% | 1,069 | $698K |
| Integrated Wealth Management | 0.80% | Reduce -28.3% | 1,067 | $697K |
| Kelly Financial Group LLC | 0.18% | Add +3.7% | 1,067 | $697K |
| RDA Financial Network | 0.17% | Add +12.6% | 1,066 | $697K |
| Seneca House Advisors | 0.27% | No change | 1,055 | $689K |
| Novak & Powell Financial Services, Inc. | 0.37% | Add +24.1% | 1,055 | $689K |
| Up Strategic Wealth Investment Advisors LLC | 0.43% | Reduce -3.1% | 935 | $687K |
| Mascagni Wealth Management, Inc. | 0.49% | No change | 1,051 | $687K |
| Manske Wealth Management | 0.19% | Reduce -9.1% | 1,051 | $687K |
| Triangle Securities Wealth Management | 0.16% | Add +9.3% | 1,051 | $687K |
| Westshore Wealth, LLC | 0.24% | Add +35.7% | 1,050 | $686K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -34.8% | 1,050 | $685K |
| Dash Acquisitions Inc. | 0.14% | Reduce -1.2% | 961 | $684K |
| Resolute Capital, LLC | 0.28% | Reduce -1.2% | 1,047 | $684K |
| Warren Street Wealth Advisors, LLC | 0.17% | No change | 1,046 | $683K |
| Bravera Wealth | 0.31% | Add +12.4% | 1,045 | $683K |
| Kiley Juergens Wealth Management, LLC | 0.12% | New | 1,042 | $681K |
| Pursuit Wealth Strategies, LLC | 0.94% | Add +0.1% | 1,040 | $680K |
| Parker Financial LLC | 0.27% | Reduce -35.9% | 1,040 | $679K |
| GGM Financial LLC | 0.31% | Reduce -2.3% | 1,039 | $679K |
| Ahara Advisors LLC | 0.57% | Reduce -12.0% | 1,038 | $678K |
| Summitry LLC | 0.02% | Reduce -30.3% | 1,037 | $677K |
| Balance Wealth Partners LLC | 0.21% | Reduce -8.3% | 1,035 | $676K |
| Seal Cove Capital, LLC | 0.59% | No change | 1,033 | $675K |
| Jackson Square Capital, LLC | 0.14% | No change | 1,033 | $675K |
| Wellington Grp LLC | 0.21% | Add +13.1% | 1,030 | $673K |
| Mattern Capital Management, LLC | 0.08% | Add +217.9% | 1,030 | $673K |
| Hunter Associates Investment Management LLC | 0.09% | Reduce -0.5% | 1,029 | $671K |
| American Investment Services, Inc. | 0.15% | Reduce -0.6% | 1,025 | $669K |
| VSM Wealth Advisory, LLC | 0.20% | Reduce -22.0% | 1,023 | $668K |
| HMS Capital Management, LLC | 0.26% | Reduce -1.3% | 1,022 | $668K |
| Texas Bank & Trust Co | 0.25% | Add +87.5% | 1,022 | $668K |
| Tidemark, LLC | 0.17% | Add +11.5% | 1,021 | $667K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.20% | No change | 1,021 | $667K |
| Lumbard & Kellner, LLC | 0.23% | No change | 1,020 | $666K |
| Wealthspan Partners, LLC | 0.23% | No change | 1,019 | $666K |
| Townsquare Capital LLC | 0.15% | Reduce -3.8% | 1,019 | $666K |
| SpringVest Wealth Management LLC | 0.45% | Reduce -13.1% | 1,018 | $665K |
| Bush Investment Group, LLC | 0.36% | Add +89.7% | 1,011 | $660K |
| Clayton Financial Group LLC | 0.34% | Add +3.2% | 1,009 | $660K |
| Walsh & Associates, LLC | 0.65% | Reduce -6.0% | 1,009 | $659K |
| Koa Wealth Management, LLC | 0.48% | Reduce -2.2% | 1,007 | $658K |
| Osprey Private Wealth LLC | 0.19% | No change | 1,006 | $657K |
| Jacksonville Wealth Management, LLC | 0.44% | Add +10.8% | 1,006 | $657K |
| First Nebraska Trust Co | 0.06% | Add +4.7% | 1,005 | $656K |
| Beckerman Institutional, LLC | 0.35% | Add +26.1% | 1,005 | $656K |
| Seaside Wealth Management, Inc. | 0.18% | No change | 1,004 | $656K |
| Tannin Capital LLC | 0.47% | Reduce -0.7% | 1,001 | $654K |
| Garde Capital, Inc. | 0.04% | Add +6.2% | 1,000 | $653K |
| Stonekeep Investments, LLC | 0.42% | Reduce -2.5% | 999 | $652K |
| L. Roy Papp & Associates, LLP | 0.08% | Reduce -6.5% | 998 | $652K |
| Retirement Guys Formula LLC | 0.30% | Add +0.7% | 1,130 | $651K |
| Heritage Wealth Management, Inc./Texas | 0.28% | Reduce -1.0% | 996 | $651K |
| United Bank | 0.08% | No change | 996 | $651K |
| Brio Consultants, LLC | 0.08% | Reduce -1.9% | 893 | $649K |
| Aries Wealth Management | 0.14% | No change | 992 | $648K |
| Monument Group Wealth Advisors, LLC | 0.36% | No change | 991 | $647K |
| Key Client Fiduciary Advisors, LLC | 0.22% | Reduce -1.2% | 991 | $647K |
| Orographic Financial Advisors, LLC | 0.46% | — | 991 | $647K |
| Barnett & Company, Inc. | 0.50% | Add +0.8% | 989 | $646K |
| Resolute Wealth Strategies, LLC | 0.28% | Reduce -5.7% | 986 | $644K |
| Richardson Capital Management LLC | 0.31% | Reduce -0.4% | 986 | $644K |
| Seven Mile Advisory | 0.46% | Reduce -95.7% | 978 | $639K |
| JPL Wealth Management, LLC | 0.15% | Add +1.1% | 975 | $637K |
| Delta Financial Advisors LLC | 0.17% | Add +3.3% | 975 | $637K |
| Carmel Capital Partners, LLC | 0.23% | No change | 974 | $636K |
| Union Savings Bank | 0.28% | Add +4.6% | 974 | $636K |
| WealthTrust Asset Management, LLC | 0.38% | Add +13.3% | 974 | $636K |
| Virtue Asset Management LLC | 0.52% | No change | 972 | $635K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Add +16.2% | 970 | $633K |
| Main Street Group, LTD | 0.20% | Reduce -17.3% | 969 | $633K |
| RW Investment Management LLC | 0.06% | — | 968 | $632K |
| Andrews Advisory Associates, LLC | 0.33% | Reduce -14.3% | 967 | $632K |
| Premier Financial Group | 0.11% | Reduce -2.4% | 953 | $630K |
| Cypress Point Wealth Management, LLC | 0.14% | Reduce -4.8% | 964 | $630K |
| Breachway Investments LLC | 0.60% | No change | 953 | $627K |
| Alpha Zero LLC | 0.32% | Add +4.5% | 957 | $625K |
| Westside Investment Management, Inc. | 0.10% | Add +2.8% | 954 | $624K |
| Blankinship & Foster, LLC | 0.14% | Reduce -17.1% | 955 | $624K |
| Passive Capital Management, LLC. | 0.19% | Reduce -6.5% | 954 | $623K |
| Princeton Global Asset Management LLC | 0.10% | Reduce -50.8% | 952 | $622K |
| Stonebridge Financial Group, LLC / MO | 0.52% | Add +0.3% | 949 | $620K |
| Cambridge Advisors Inc. | 0.12% | No change | 947 | $619K |
| LJI Wealth Management, LLC | 0.10% | Reduce -17.8% | 945 | $618K |
| Northstar Group, Inc. | 0.09% | No change | 945 | $617K |
| Harbour Investment Management LLC | 0.33% | No change | 941 | $615K |
| Timmons Wealth Management, LLC | 0.58% | Reduce -0.7% | 941 | $614K |
| DecisionPoint Financial, LLC | 0.13% | No change | 938 | $613K |
| BCO Wealth Management LLC | 0.37% | No change | 935 | $611K |
| Wealth Watch Advisors, INC | 0.26% | Add +9.6% | 934 | $610K |
| G&S Capital LLC | 0.21% | Reduce -12.2% | 933 | $610K |
| Vestia Personal Wealth Advisors | 0.29% | Add +2.3% | 932 | $608K |
| Grove Street Fiduciary, LLC | 0.27% | No change | 928 | $606K |
| Beacon Financial Strategies CORP | 0.34% | No change | 925 | $604K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.92% | Reduce -3.4% | 922 | $602K |
| Legacies Wealth LLC | 0.38% | No change | 922 | $602K |
| Austin Wealth Management, LLC | 0.14% | Reduce -16.0% | 907 | $601K |
| Private Management Group Inc. | 0.02% | No change | 917 | $599K |
| Old Peak Finance LLC | 0.35% | No change | 917 | $599K |
| Matrix Private Capital Group LLC | 0.29% | Add +0.1% | 915 | $598K |
| Synergy Financial Group, LTD | 0.45% | Add +39.6% | 913 | $596K |
| Azimuth Capital Investment Management LLC | 0.02% | Add +2.2% | 913 | $596K |
| Arkos Global Advisors | 0.07% | Reduce -0.4% | 913 | $596K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | No change | 912 | $595K |
| Financial Security Advisor, Inc. | 0.11% | Add +0.2% | 911 | $595K |
| Advocate Investing Services LLC | 0.50% | Add +3.1% | 910 | $595K |
| Lodestone Wealth Management LLC | 0.24% | Add +2.5% | 909 | $594K |
| Cornerstone Planning, LLC | 0.13% | Add +4.4% | 907 | $593K |
| BNC Wealth Management, LLC | 0.16% | Reduce -39.4% | 906 | $592K |
| Sfam, LLC | 0.55% | No change | 905 | $591K |
| Brady Martz Wealth Solutions, LLC | 0.10% | Add +54.7% | 902 | $589K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.25% | No change | 900 | $588K |
| Cravens & Co Advisors, LLC | 0.38% | No change | 900 | $588K |
| J. L. Bainbridge & Co., Inc. | 0.05% | Add +44.8% | 898 | $587K |
| Chapman Financial Group, LLC | 0.42% | No change | 896 | $585K |
| Great Lakes Retirement, Inc. | 0.06% | Reduce -17.4% | 895 | $585K |
| Cypress Capital, LLC | 0.17% | No change | 894 | $584K |
| Eclectic Associates Inc. | 0.08% | Add +35.1% | 893 | $583K |
| Level Financial Advisors | 0.15% | Reduce -2.6% | 892 | $582K |
| Retiremitten Financial LLC | 0.28% | — | 889 | $581K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +0.3% | 886 | $579K |
| Reyes Financial Architecture, Inc. | 0.47% | Reduce -94.7% | 886 | $579K |
| Willner & Heller, LLC | 0.43% | Reduce -2.2% | 880 | $575K |
| Aberdeen Wealth Management LLC | 0.26% | No change | 880 | $575K |
| AMG Asset Management Group, Inc. | 0.45% | New | 878 | $574K |
| Joel Adams & Associates, Inc. | 0.42% | Add +2.3% | 875 | $572K |
| Orange Investment Advisors, Inc. | 0.07% | No change | 875 | $572K |
| Reliant Investment Partners, LLC | 0.47% | Add +116.3% | 874 | $571K |
| CCM Investment Advisers LLC | 0.05% | No change | 873 | $570K |
| Eagle Global Advisors LLC | 0.02% | No change | 873 | $570K |
| Peregrine Asset Advisers, Inc. | 0.15% | Add +9.4% | 873 | $570K |
| Vann Equity Management LLC | 0.41% | — | 871 | $569K |
| Syntegra Private Wealth Group, LLC | 0.05% | Add +9.8% | 870 | $568K |
| Waystone Advisors LLC | 0.51% | Reduce -35.0% | 870 | $568K |
| Dravo Bay LLC | 0.23% | Reduce -5.0% | 867 | $566K |
| URS Advisory LLC | 0.41% | Add +9.8% | 866 | $566K |
| Cornerstone National Bank & Trust Co | 0.21% | Reduce -14.7% | 857 | $564K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.08% | New | 860 | $562K |
| Prospect Financial Services LLC | 0.34% | Reduce -1.5% | 860 | $562K |
| Davis Capital Management | 0.38% | Reduce -0.6% | 858 | $560K |
| Howard Capital Management Group, LLC | 0.04% | No change | 856 | $559K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Add +1.7% | 856 | $559K |
| First City Capital Management, Inc. | 0.30% | Add +2.4% | 855 | $559K |
| Prossimo Advisors, LLC | 3.40% | New | 855 | $558K |
| Smith & Howard Wealth Management, LLC | 0.12% | No change | 855 | $558K |
| Briggs Wealth Management, Inc | 0.59% | Reduce -0.2% | 855 | $558K |
| David Kennon Inc | 0.20% | Reduce -29.6% | 855 | $558K |
| Holderness Investments Co. | 0.11% | No change | 854 | $558K |
| RVW Wealth, LLC | 0.04% | Add +13.6% | 854 | $558K |
| RPS Advisory Solutions LLC | 0.32% | Reduce -48.8% | 854 | $558K |
| LVM Capital Management Ltd. | 0.05% | No change | 853 | $557K |
| Greenfield Savings Bank | 0.24% | No change | 852 | $557K |
| Global Wealth Strategies & Associates | 0.14% | Add +1.2% | 851 | $556K |
| Ring Mountain Capital, LLC | 0.30% | Reduce -2.9% | 851 | $556K |
| Collier Financial | 0.42% | Add +0.1% | 851 | $556K |
| McDonald Partners LLC | 0.13% | No change | 849 | $555K |
| Am Investment Strategies LLC | 0.12% | Reduce -90.0% | 848 | $554K |
| Verde Capital Management | 0.12% | Add +43.1% | 846 | $553K |
| Bernicke Wealth Management, Ltd. | 0.07% | Reduce -2.7% | 843 | $551K |
| Curran Financial Partners, LLC | 0.10% | New | 843 | $551K |
| Everstar Asset Management, LLC | 0.29% | Reduce -8.1% | 840 | $549K |
| LVW Advisors, LLC | 0.05% | Add +3.1% | 840 | $549K |
| CGC Financial Services, LLC | 0.16% | Add +5.7% | 839 | $548K |
| Sollinda Capital Management LLC | 0.13% | Reduce -12.5% | 838 | $547K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 837 | $547K |
| Quest Investment Management LLC | 0.06% | No change | 836 | $546K |
| Centennial Advisors, LLC | 0.69% | Reduce -26.0% | 836 | $546K |
| Kickstand Ventures, Llc. | 0.11% | Reduce -3.1% | 836 | $546K |
| Vertrix Wealth Management, LLC | 0.20% | — | 833 | $544K |
| Brickley Wealth Management | 0.09% | No change | 833 | $544K |
| Whitener Capital Management, Inc. | 0.12% | Reduce -7.3% | 831 | $543K |
| Financial Freedom, LLC | 0.27% | Add +92.8% | 831 | $543K |
| Traction Financial Partners, LLC | 0.33% | Reduce -1.2% | 830 | $542K |
| Annandale Capital, LLC | 0.09% | No change | 829 | $542K |
| Northbridge Financial Group, LLC | 0.23% | Reduce -7.1% | 784 | $541K |
| Verity & Verity, LLC | 0.04% | Reduce -19.9% | 825 | $539K |
| Retirement Capital Strategies | 0.20% | No change | 824 | $538K |
| Aventura Private Wealth, LLC | 0.20% | Add +40.9% | 820 | $536K |
| New Wave Wealth Advisors LLC | 0.19% | Add +92.7% | 819 | $535K |
| Ares Financial Consulting, LLC | 0.42% | Add +2.8% | 811 | $534K |
| TPG Advisors LLC | 0.33% | Reduce -0.4% | 816 | $533K |
| BTG Pactual Asset Management US LLC | 0.05% | Reduce -10.2% | 815 | $532K |
| Quantum Financial Advisors, LLC | 0.06% | No change | 812 | $530K |
| TCFG Wealth Management, LLC | 0.20% | Add +48.7% | 809 | $530K |
| TCFG Investment Advisors, LLC | 0.20% | — | 809 | $530K |
| Meridian Investment Counsel Inc. | 0.13% | No change | 810 | $529K |
| O'ROURKE & COMPANY, Inc | 0.21% | Reduce -23.0% | 809 | $529K |
| Chris Bulman Inc | 0.23% | Add +9.3% | 807 | $527K |
| Andrew Hill Investment Advisors, Inc. | 0.47% | Reduce -8.0% | 806 | $527K |
| Prudent Investors Network, Inc. | 0.11% | Add +6.1% | 805 | $526K |
| Castleview Partners, LLC | 0.27% | Reduce -7.5% | 805 | $526K |
| Integrity Financial Corp | 0.26% | Add +5.5% | 804 | $525K |
| Kirtland Hills Capital Management, LLC | 0.17% | Add +17.2% | 735 | $524K |
| Longview Financial Advisors, Inc. | 0.32% | Reduce -0.1% | 802 | $524K |
| RMR Wealth Builders | 0.04% | Add +2.8% | 802 | $524K |
| Pointe Capital Management LLC | 0.26% | No change | 802 | $524K |
| Boston Partners | 0.00% | New | 801 | $523K |
| Ipsen Advisor Group LLC | 0.37% | Reduce -3.6% | 799 | $522K |
| Family Legacy Financial Solutions, LLC | 0.42% | No change | 792 | $521K |
| Compass Financial Group, Inc. (Ohio) | 0.38% | No change | 798 | $521K |
| Holcombe Financial, Inc. | 0.31% | Reduce -6.1% | 798 | $521K |
| Astoria Portfolio Advisors LLC. | 0.11% | Add +28.3% | 721 | $518K |
| Herold Advisors, Inc. | 0.11% | New | 793 | $518K |
| Stillwater Private Wealth, LLC | 0.44% | — | 793 | $517K |
| WealthCare Investment Partners, LLC | 0.14% | Reduce -2.0% | 783 | $517K |
| Nestegg Advisors, Inc. | 0.45% | Add +0.4% | 791 | $516K |
| Smith Partners Wealth Management, LLC | 0.46% | Add +113.5% | 790 | $516K |
| Taylor Financial Group, Inc. | 0.31% | No change | 789 | $515K |
| Parkwoods Wealth Partners, LLC | 0.13% | Reduce -12.8% | 787 | $514K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | Add +3.7% | 782 | $511K |
| Trevian Wealth Management LLC | 0.25% | No change | 779 | $510K |
| Adell Harriman & Carpenter Inc. | 0.03% | Add +14.7% | 780 | $510K |
| Barr E S & Co. | 0.03% | No change | 778 | $508K |
| First Citizens Financial Corp | 0.24% | Add +82.6% | 778 | $508K |
| Optima Capital LLC | 0.24% | Add +0.1% | 778 | $508K |
| South Shore Capital Advisors | 0.37% | Reduce -7.4% | 778 | $508K |
| Ryan Investment Management, Inc. | 0.29% | New | 777 | $508K |
| Brown Financial Advisors | 0.19% | Add +124.6% | 775 | $506K |
| Core Wealth Partners LLC | 0.23% | Add +0.1% | 773 | $505K |
| Sentinel Wealth Management, Inc. | 0.40% | No change | 772 | $504K |
| Evansbrook LLC | 0.34% | No change | 772 | $504K |
| Grange Capital, LLC | 0.50% | Add +3.9% | 771 | $504K |
| Compass Planning Associates Inc | 0.32% | Add +0.3% | 771 | $503K |
| Challenger Wealth Management | 0.40% | Add +0.3% | 770 | $503K |
| Elevation Advisory Partners LLC | 0.47% | — | 719 | $502K |
| Canandaigua National Trust Co of Florida | 0.40% | Reduce -1.9% | 768 | $502K |
| GenWealth Group, Inc. | 0.09% | Reduce -98.0% | 767 | $501K |
| Marietta Investment Partners LLC | 0.10% | No change | 767 | $501K |
| Columbia Asset Management | 0.10% | No change | 766 | $500K |
| Palisade Asset Management, LLC | 0.05% | Add +11.0% | 765 | $499K |
| LifeSteps Financial, Inc. | 0.32% | Add +5.2% | 763 | $498K |
| Rothschild Capital Partners, LLC | 0.12% | Add +24.7% | 762 | $498K |
| Payne Capital LLC | 0.46% | Reduce -28.9% | 762 | $498K |
| Crews Bank & Trust | 0.07% | Reduce -1.3% | 762 | $498K |
| Apriem Advisors | 0.05% | Reduce -25.0% | 760 | $496K |
| Burns J W & Co. Inc. | 0.06% | Reduce -5.1% | 760 | $496K |
| OneAscent Family Office, LLC | 0.35% | No change | 758 | $495K |
| DiNuzzo Private Wealth, Inc. | 0.05% | No change | 756 | $494K |
| Finley Financial, LLC | 0.23% | No change | 755 | $493K |
| Hixon Zuercher, LLC | 0.15% | Reduce -94.2% | 755 | $493K |
| Family Capital Trust Co | 0.18% | Add +0.3% | 755 | $493K |
| Silver Oak Advisory Group, Inc. | 0.21% | Reduce -2.2% | 755 | $493K |
| Wagner Wealth Management, Corp | 0.44% | Add +4.0% | 754 | $493K |
| Wealth Science Advisors LLC | 0.28% | No change | 718 | $492K |
| Buttonwood Financial Advisors Inc. | 0.16% | Reduce -0.8% | 752 | $491K |
| Mountain Capital Investment Advisors Inc. | 0.07% | Add +14.8% | 682 | $490K |
| Boston Common Asset Management, LLC | 0.03% | No change | 750 | $490K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.11% | No change | 750 | $490K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.22% | Reduce -13.3% | 750 | $490K |
| Private Wealth Group, LLC | 0.23% | No change | 749 | $489K |
| IMZ Advisory Inc | 0.18% | Add +2.5% | 748 | $489K |
| Clarity Wealth Development LLC | 0.39% | No change | 740 | $483K |
| Guided Capital Wealth Management, LLC | 0.32% | No change | 736 | $481K |
| Primoris Wealth Advisors, LLC | 0.34% | Add +34.8% | 736 | $481K |
| Leading Edge Financial Planning LLC | 0.10% | Add +5.8% | 735 | $480K |
| Presilium Private Wealth, LLC | 0.08% | Add +38.8% | 734 | $480K |
| Financial Planning Fort Collins, LLC | 0.37% | New | 668 | $479K |
| Visionary Horizons, LLC | 0.24% | Reduce -4.7% | 731 | $478K |
| Luminvest Wealth Management LLC | 0.12% | Add +101.7% | 730 | $477K |
| Willow Financial LLC | 0.48% | No change | 730 | $477K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -1.5% | 726 | $474K |
| Stablepoint Partners, LLC | 0.07% | Add +22.9% | 724 | $473K |
| Serenity Investment Advisors | 0.22% | Add +46.4% | 631 | $473K |
| Delos Wealth Advisors, LLC | 0.27% | Add +67.4% | 723 | $472K |
| Caitlin John, LLC | 0.28% | No change | 722 | $472K |
| Cannon Advisors, Inc. | 0.35% | Add +0.1% | 723 | $472K |
| Lewis Asset Management, LLC | 0.19% | Add +0.1% | 722 | $471K |
| Riverview Trust Co | 0.58% | No change | 720 | $470K |
| St. Louis Trust Co | 0.05% | No change | 720 | $470K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.35% | Add +120.1% | 647 | $470K |
| Cordgrass Capital Advisors, LLC | 0.11% | No change | 717 | $468K |
| Fogel Capital Management, Inc. | 0.21% | No change | 717 | $468K |
| Mark Sheptoff Financial Planning, LLC | 0.25% | Reduce -18.1% | 644 | $468K |
| Financial Life Advisors | 0.15% | Reduce -2.6% | 716 | $468K |
| Cetera Trust Company, N.A | 0.26% | No change | 715 | $467K |
| Sterling Group Wealth Management, LLC | 0.22% | No change | 715 | $467K |
| BFI Wealth Solutions, LLC | 0.45% | No change | 705 | $466K |
| O'Brien Greene & Co. Inc | 0.13% | No change | 713 | $466K |
| Hofer & Associates. Inc | 0.25% | Reduce -27.2% | 713 | $466K |
| Axis Wealth Partners, LLC | 0.25% | Reduce -4.4% | 712 | $465K |
| Valued Wealth Advisors LLC | 0.19% | Reduce -2.2% | 711 | $464K |
| Rainier Family Wealth Inc. | 0.31% | Reduce -4.2% | 710 | $464K |
| Richardson Financial Services Inc. | 0.29% | Add +4.7% | 709 | $463K |
| Knollwood Investment Advisory, LLC | 0.05% | Add +6.1% | 709 | $463K |
| Vines Capital Management, LLC | 0.46% | No change | 706 | $461K |
| TL Private Wealth | 0.18% | Add +0.3% | 673 | $460K |
| truNorth Financial Services, Inc. | 0.47% | No change | 703 | $459K |
| Blue Fin Capital, Inc. | 0.08% | No change | 701 | $458K |
| Brown, Lisle/Cummings, Inc. | 0.11% | Add +23.5% | 700 | $457K |
| Guidance Capital, Inc. | 0.10% | Reduce -63.9% | 628 | $457K |
| Provident Living Financial Services, Inc. | 0.50% | No change | 699 | $457K |
| Emprise Bank | 0.18% | No change | 699 | $457K |
| Vectors Research Management, LLC | 0.13% | Reduce -3.6% | 698 | $456K |
| Ellsworth Advisors, LLC | 0.09% | Reduce -2.6% | 697 | $455K |
| DUTCH ASSET Corp | 0.31% | Reduce -5.0% | 696 | $455K |
| Hilltop Partners LLC | 0.12% | Add +2.6% | 696 | $455K |
| Independence Wealth Advisors, LLC | 0.24% | Reduce -23.0% | 696 | $455K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 696 | $455K |
| Farrell Financial LLC | 0.27% | Add +0.3% | 695 | $454K |
| Sage Investment Advisers LLC | 0.34% | New | 689 | $453K |
| Integrity Wealth Partners, LLC | 0.41% | — | 693 | $453K |
| LFG Wealth Partners, LLC | 0.27% | Add +62.3% | 693 | $453K |
| Financial Strategies Group, Inc. | 0.08% | Reduce -7.5% | 627 | $450K |
| KOM Wealth Management Group, LLC | 0.31% | Add +27.6% | 689 | $450K |
| Elser Financial Planning, Inc | 0.02% | No change | 688 | $449K |
| Leisure Capital Management | 0.16% | Add +24.4% | 688 | $449K |
| CV Advisors LLC | 0.12% | Reduce -58.7% | 687 | $449K |
| ATLas Financial Planning LLC | 0.40% | No change | 687 | $449K |
| Elevatus Welath Management | 0.23% | Add +0.1% | 686 | $448K |
| Ponta Wealth Partners, LLC | 0.36% | New | 686 | $448K |
| Mitchell Sinkler & Starr | 0.21% | No change | 686 | $448K |
| TSG Advice Partners, LLC | 0.07% | Add +0.7% | 683 | $446K |
| CFM Wealth Partners LLC | 0.07% | Reduce -10.7% | 683 | $446K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -62.9% | 683 | $446K |
| Fortune Financial Advisors, LLC | 0.23% | No change | 682 | $445K |
| Finer Wealth Management, Inc. | 0.22% | Reduce -2.0% | 679 | $444K |
| Cornerstone Select Advisors, LLC | 0.28% | Reduce -1.6% | 679 | $444K |
| Center For Asset Management LLC | 0.22% | Add +0.4% | 679 | $443K |
| Clark Financial Services Group Inc. | 0.24% | Reduce -5.8% | 678 | $443K |
| FSA Advisors, Inc. | 0.29% | New | 673 | $439K |
| Vickerman Investment Advisors, Inc. | 0.09% | Add +41.5% | 672 | $439K |
| Sawgrass Asset Management LLC | 0.07% | No change | 671 | $438K |
| 25 LLC | 0.13% | No change | 669 | $437K |
| Nicholas Wealth, LLC. | 0.30% | Add +3.6% | 668 | $436K |
| High Net Worth Advisory Group LLC | 0.10% | Add +42.8% | 667 | $436K |
| August Group Capital Ltd | 0.51% | Reduce -18.2% | 666 | $435K |
| Advisors Management Group Inc. | 0.08% | Add +72.8% | 667 | $435K |
| Eubel Brady & Suttman Asset Management Inc. | 0.06% | Reduce -34.3% | 666 | $435K |
| Ergawealth Advisors, Inc. | 0.19% | Add +12.2% | 664 | $434K |
| Beacon Wealthcare LLC | 0.15% | No change | 662 | $432K |
| Belvedere Trading LLC | 0.06% | New | 660 | $431K |
| Fagan Associates, Inc. | 0.06% | Reduce -0.6% | 659 | $431K |
| Acute Investment Advisory, LLC | 4.83% | New | 659 | $430K |
| WJ Financial Advisors LLC | 0.35% | No change | 659 | $430K |
| NWK Group, Inc. | 0.17% | Reduce -1.6% | 659 | $430K |
| Soros Capital Management LLC | 0.19% | Add +23.1% | 655 | $428K |
| Kirr Marbach & Co. LLC | 0.08% | No change | 654 | $427K |
| Alchemi Wealth, LLC | 0.24% | No change | 654 | $427K |
| Aurora Private Wealth, Inc. | 0.30% | Reduce -1.6% | 623 | $427K |
| Owl Creek Wealth Partners LLC | 0.15% | — | 653 | $427K |
| Watchman Group, Inc. | 0.10% | Reduce -1.4% | 653 | $427K |
| Hassell Wealth Management, LLC | 0.14% | Add +0.5% | 652 | $426K |
| Pinnacle Financial Group, LLC / IL | 0.12% | Reduce -3.7% | 650 | $425K |
| Andina Capital Management, LLC | 0.38% | Reduce -8.2% | 650 | $425K |
| OLIO Financial Planning | 0.12% | Reduce -21.8% | 650 | $424K |
| NewSquare Capital LLC | 0.04% | No change | 649 | $424K |
| Strategent Financial, LLC | 0.29% | Reduce -8.2% | 648 | $423K |
| Oxford Wealth Group, LLC | 0.23% | Reduce -88.4% | 648 | $423K |
| Fullerton Advisors, LLC | 0.44% | Add +0.3% | 647 | $423K |
| Hegarty Advisors, LLC | 0.33% | No change | 647 | $423K |
| Buffalo Business & Estate Services Ltd. | 0.06% | Reduce -6.1% | 645 | $421K |
| Great Diamond Partners, LLC | 0.08% | No change | 642 | $419K |
| Prentice Wealth Management LLC | 0.09% | No change | 640 | $418K |
| Permanens Capital L.P. | 0.05% | Add +4.1% | 639 | $417K |
| Ballentine Capital Advisors, Inc | 0.17% | No change | 638 | $417K |
| Vantage Point Financial LLC | 0.15% | Reduce -2.0% | 638 | $416K |
| GoalVest Advisory LLC | 0.08% | Reduce -12.5% | 635 | $415K |
| Shepherd Street Advisors LLC | 0.41% | No change | 635 | $415K |
| TrueWealth Financial Partners | 0.17% | New | 634 | $414K |
| Mirador Capital Partners LP | 0.06% | No change | 633 | $414K |
| Lauterbach Financial Advisors, LLC | 0.20% | No change | 633 | $413K |
| Iron Gate Global Advisors LLC | 0.04% | Add +2.6% | 632 | $413K |
| Steinberganna Wealth Management | 0.20% | Add +0.2% | 631 | $412K |
| Security Financial Services, INC. | 0.07% | Add +4.0% | 631 | $412K |
| Ascent Advisors, LLC | 0.76% | — | 630 | $412K |
| Byrne Financial Freedom, LLC | 0.20% | New | 629 | $411K |
| Sage Private Wealth Group, LLC | 0.21% | Reduce -21.5% | 627 | $410K |
| American Money Management, LLC | 0.06% | Reduce -18.1% | 626 | $409K |
| Sutton Place Investors LLC | 0.22% | No change | 626 | $409K |
| Alpha Financial Advisors, LLC | 0.13% | Add +1.5% | 625 | $409K |
| Kozak & Associates, Inc. | 0.08% | Add +0.2% | 590 | $407K |
| American Capital Advisory, LLC | 0.16% | No change | 622 | $406K |
| Elm3 Financial Group, LLC | 0.34% | Reduce -4.3% | 621 | $406K |
| Tactive Advisors, LLC | 0.11% | Reduce -32.3% | 621 | $406K |
| Central Valley Advisors, LLC | 0.11% | New | 620 | $405K |
| Dover Advisors, LLC | 0.17% | No change | 620 | $405K |
| Bright Futures Wealth Management, LLC. | 0.28% | Add +11.1% | 619 | $405K |
| Verisail Partners, LLC | 0.16% | Add +19.7% | 619 | $404K |
| Lynx Investment Advisory | 0.19% | Add +0.3% | 619 | $404K |
| Stanich Group LLC | 0.31% | Add +25.9% | 617 | $403K |
| SoundView Advisors Inc. | 0.14% | Reduce -1.8% | 615 | $402K |
| Samara Investment Management, LLC | 0.42% | — | 615 | $402K |
| Invenio Wealth Partners LLC | 0.16% | No change | 614 | $401K |
| Secured Retirement Advisors, LLC | 0.23% | New | 613 | $400K |
| Carson Advisory Inc. | 0.21% | Add +3.5% | 612 | $400K |
| Brogan Financial, Inc. | 0.18% | Reduce -1.6% | 611 | $399K |
| Stonebrook Private Inc. | 0.08% | Reduce -36.3% | 610 | $399K |
| TrustWell Financial Advisors, LLC | 0.37% | No change | 608 | $397K |
| Presper Financial Architects, LLC | 0.24% | Add +4.7% | 607 | $397K |
| Park Edge Advisors, LLC | 0.09% | Add +6.9% | 606 | $396K |
| Strategic Financial Planning, Inc. | 0.23% | Reduce -42.4% | 662 | $396K |
| Kearns & Associates LLC | 0.21% | No change | 604 | $395K |
| Horizon Investment Services, LLC | 0.14% | No change | 603 | $394K |
| Abacus Wealth Partners, LLC | 0.04% | Add +10.4% | 603 | $394K |
| Holos Integrated Wealth LLC | 0.20% | New | 592 | $392K |
| Community Bank of Raymore | 0.26% | No change | 600 | $392K |
| Neumann Capital Management, LLC | 0.12% | No change | 600 | $392K |
| Kidder Stephen W | 0.12% | Reduce -7.7% | 600 | $392K |
| Shelton Capital Management | 0.01% | New | 600 | $392K |
| Intrust Bank NA | 0.03% | No change | 598 | $391K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -20.3% | 596 | $389K |
| Henson-Edgewater Management, LLC | 0.25% | Reduce -4.4% | 592 | $387K |
| Afg Fiduciary Services Limited Partnership | 0.23% | No change | 584 | $387K |
| Matthew Goff Investment Advisor, LLC | 0.06% | Add +2.6% | 590 | $386K |
| Capital Planning Advisors, LLC | 0.06% | Add +1.0% | 588 | $384K |
| Kaizen Financial Strategies | 0.16% | Reduce -3.0% | 544 | $383K |
| Abner Herrman & Brock LLC | 0.04% | No change | 587 | $383K |
| Fischer Financial Services, Inc. | 0.13% | No change | 586 | $383K |
| Strait & Sound Wealth Management LLC | 0.15% | Reduce -2.0% | 585 | $382K |
| Clear Trail Advisors, LLC | 0.06% | Add +0.9% | 585 | $382K |
| Baxter Bros Inc. | 0.05% | Reduce -20.4% | 585 | $382K |
| Veridan Wealth LLC | 0.14% | Add +0.2% | 582 | $380K |
| Orcam Financial Group | 0.27% | No change | 582 | $380K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.12% | Add +15.3% | 581 | $380K |
| Cambridge Financial Group, LLC | 0.13% | Reduce -13.4% | 581 | $379K |
| IMPACTfolio, LLC | 0.16% | Reduce -2.0% | 579 | $378K |
| Pioneer Family Office, LLC | 0.27% | No change | 579 | $378K |
| Shum Financial Group, Inc. | 0.27% | No change | 579 | $378K |
| Rolek Wealth Management LLC | 0.27% | No change | 578 | $378K |
| Guardsman Private Capital Management, Inc. | 0.30% | Add +0.5% | 578 | $378K |
| Old North State Wealth Management, LLC | 0.17% | Reduce -5.1% | 575 | $378K |
| MilWealth Group LLC | 0.09% | No change | 578 | $378K |
| Guardian Capital, LLC | 0.36% | Reduce -4.2% | 576 | $377K |
| Rayburn West Financial Services LLC | 0.22% | No change | 576 | $376K |
| SageGuard Financial Group, LLC | 0.06% | Reduce -10.3% | 575 | $376K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.13% | Add +6.7% | 575 | $376K |
| Bell Bank | 0.02% | Reduce -30.3% | 574 | $375K |
| BlackDiamond Wealth Management, LLC | 0.18% | Reduce -0.7% | 571 | $373K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +1.6% | 571 | $373K |
| Hobbs Group Advisors, LLC | 0.11% | Add +7.8% | 569 | $372K |
| 1776 Wealth LLC | 0.15% | New | 568 | $371K |
| Hillcrest Wealth Advisors - NY, LLC | 0.15% | No change | 566 | $370K |
| Checchi Capital Advisers, LLC | 0.03% | No change | 566 | $370K |
| LRI Investments, LLC | 0.03% | Reduce -1.2% | 565 | $369K |
| SFG Wealth Management, LLC. | 0.15% | Reduce -21.0% | 563 | $367K |
| Rubicon Advisors, GP | 0.33% | Add +16.5% | 559 | $365K |
| Attessa Capital LLC | 0.20% | No change | 559 | $365K |
| Rockingstone Advisors LLC | 0.17% | No change | 557 | $364K |
| Purkiss Capital Advisors LLC | 0.16% | Reduce -10.4% | 557 | $364K |
| Richmond Brothers, Inc. | 0.24% | No change | 556 | $363K |
| Richards, Merrill & Peterson, Inc. | 0.13% | Add +2.8% | 556 | $363K |
| Bucket List Wealth Management, LLC | 0.22% | New | 555 | $363K |
| PCG Asset Management, LLC | 0.29% | New | 555 | $363K |
| Seelaus Asset Management LLC | 0.26% | No change | 555 | $363K |
| Marshall Financial Group, LLC | 0.06% | Reduce -67.7% | 554 | $362K |
| Aspire Growth Partners LLC | 0.25% | Reduce -0.7% | 554 | $362K |
| Xena Financial Planning, LLC | 0.41% | Add +3.8% | 554 | $362K |
| Williams & Novak, LLC | 0.27% | Reduce -8.8% | 546 | $359K |
| Graybill Wealth Management, LTD. | 0.11% | Reduce -8.3% | 550 | $359K |
| Hurlow Wealth Management Group, Inc. | 0.09% | No change | 550 | $359K |
| Wilkins Investment Counsel Inc. | 0.05% | No change | 550 | $359K |
| Mill Capital Management, LLC | 0.03% | No change | 550 | $359K |
| Duncan Williams Asset Management, LLC | 0.10% | Add +1.5% | 548 | $358K |
| Xxi Wealth, LLC | 0.20% | Add +31.2% | 547 | $357K |
| Mid-American Wealth Advisory Group, Inc. | 0.15% | No change | 521 | $357K |
| Net Worth Advisory Group | 0.07% | Reduce -8.7% | 546 | $357K |
| Morton Brown Family Wealth, LLC | 0.09% | Reduce -3.7% | 545 | $356K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 544 | $355K |
| Mount Vernon Associates Inc. | 0.25% | Reduce -3.7% | 543 | $355K |
| Grand Wealth Management, LLC | 0.17% | Reduce -0.4% | 543 | $355K |
| Rooted Wealth Advisors, Inc. | 0.09% | Add +8.3% | 498 | $355K |
| GreatBanc Trust CO | 0.25% | Add +13.9% | 542 | $354K |
| Harbour Trust & Investment Management Co | 0.04% | Add +8.0% | 541 | $353K |
| Altrius Capital Management Inc | 0.07% | Add +43.1% | 541 | $353K |
| Thrive Capital Management, LLC | 0.08% | Reduce -39.3% | 541 | $353K |
| AG Asset Advisory, LLC | 0.29% | No change | 540 | $353K |
| Kellett Wealth Advisors, LLC | 0.19% | Add +0.8% | 538 | $351K |
| Matisse Capital | 0.15% | No change | 538 | $351K |
| Buckhead Capital Management LLC | 0.13% | Reduce -9.1% | 538 | $351K |
| Eagle Capital Management, LLC | 0.14% | New | 538 | $351K |
| Manning & Napier Advisors LLC | 0.00% | Add +328.0% | 535 | $350K |
| Eagle Wealth Advisors LLC | 0.32% | Add +20.3% | 534 | $349K |
| Noble Family Wealth, LLC | 0.07% | No change | 533 | $348K |
| Cultivar Capital, Inc. | 0.22% | New | 532 | $348K |
| Brindle & Bay Financial Advisors, LLC | 0.21% | Add +3.7% | 532 | $347K |
| Freedom Investment Management, Inc. | 0.10% | Reduce -38.0% | 531 | $347K |
| White Knight Strategic Wealth Advisors, LLC | 0.29% | Reduce -11.3% | 531 | $347K |
| Seneschal Advisors, LLC | 0.26% | No change | 530 | $346K |
| Dock Street Asset Management Inc. | 0.04% | Reduce -11.9% | 527 | $344K |
| American State Bank (Iowa) | 0.17% | No change | 526 | $344K |
| Capstone Capital LLC | 0.22% | Add +75.0% | 525 | $343K |
| Channel Wealth LLC | 0.08% | Reduce -8.1% | 525 | $343K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -80.5% | 525 | $343K |
| Battery Global Advisors, LLC | 0.18% | Add +98.5% | 524 | $342K |
| Blue Edge Capital, LLC | 0.05% | No change | 524 | $342K |
| Define Financial, LLC | 0.19% | Reduce -8.4% | 522 | $341K |
| Foronjy Financial LLC | 0.14% | Add +25.8% | 522 | $341K |
| Financial Plan, Inc. | 0.04% | Reduce -2.3% | 521 | $340K |
| Financial Alternatives, Inc | 0.18% | Add +0.8% | 518 | $338K |
| Broadway Wealth Solutions, Inc. | 0.17% | No change | 518 | $338K |
| RHS Financial, LLC | 0.16% | Add +0.4% | 518 | $338K |
| Financial Enhancement Group LLC | 0.04% | Reduce -1.9% | 474 | $338K |
| Sloy Dahl & Holst, LLC | 0.05% | Add +1.4% | 517 | $338K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | Add +25.0% | 515 | $337K |
| TriaGen Wealth Management LLC | 0.09% | No change | 515 | $336K |
| Allstreet Capital Advisors LLC | 0.25% | Add +2.8% | 514 | $336K |
| Accredited Investor Services, LLC | 0.22% | Add +20.7% | 514 | $336K |
| Paul R. Ried Financial Group, LLC | 0.16% | No change | 514 | $336K |
| Drucker Wealth 3.0, LLC | 0.06% | Add +1.8% | 514 | $336K |
| Blue Zone Wealth Advisors, LLC | 0.07% | Reduce -54.5% | 513 | $335K |
| Cooke Wealth Management, LLC | 0.30% | Add +3.9% | 512 | $334K |
| Equita Financial Network, Inc. | 0.11% | Reduce -29.4% | 512 | $334K |
| Concentrum Wealth Management | 0.10% | Add +49.9% | 511 | $334K |
| Xcelsior Advisor Partners LLC | 0.13% | Reduce -8.8% | 510 | $333K |
| Hiley Hunt Wealth Management | 0.15% | Reduce -14.0% | 509 | $332K |
| Forum Finance Group S.A. | 0.18% | — | 626 | $331K |
| Strategic Advisory Partners, LLC | 0.26% | Reduce -13.9% | 506 | $331K |
| Stonehearth Capital Management, LLC | 0.13% | No change | 506 | $330K |
| Letson Investment Management, Inc. | 0.13% | No change | 505 | $330K |
| Rosenblum Silverman Sutton S F Inc. | 0.09% | No change | 505 | $330K |
| Greenline Wealth Management LLC | 0.38% | No change | 504 | $329K |
| Kaufman Rossin Wealth, LLC | 0.19% | No change | 504 | $329K |
| Blue Square Asset Management, LLC | 0.16% | Add +44.0% | 504 | $329K |
| Constant Guidance Financial LLC | 0.23% | New | 503 | $329K |
| Anchor Investment Management, LLC | 0.03% | Add +0.2% | 503 | $328K |
| Schulhoff & Co. Inc. | 0.13% | No change | 502 | $328K |
| Prodigy Asset Management LLC | 0.11% | No change | 502 | $328K |
| Oliver Luxxe Assets LLC | 0.05% | No change | 502 | $328K |
| McDonough Capital Management, Inc | 0.18% | No change | 501 | $328K |
| Delaney Dennis R | 0.12% | New | 500 | $327K |
| Lawson Kroeker Investment Management Inc. | 0.10% | Reduce -14.1% | 500 | $327K |
| Warther Private Wealth, LLC | 0.08% | New | 500 | $327K |
| Alaska Wealth Advisors, LLC | 0.04% | New | 499 | $326K |
| Wiser Advisor Group LLC | 0.39% | Reduce -13.2% | 499 | $326K |
| Adamsbrown Wealth Consultants LLC | 0.09% | Add +26.1% | 498 | $326K |
| DiPaolo Financial Group, Inc. | 0.24% | Add +65.7% | 497 | $325K |
| Tevis Investment Management | 0.18% | Add +47.6% | 496 | $324K |
| Iams Wealth Management, LLC | 0.11% | Reduce -1.4% | 494 | $323K |
| Vermillion Wealth Management, Inc. | 0.13% | Add +2.3% | 493 | $322K |
| Synergy Asset Management, LLC | 0.03% | Reduce -4.8% | 492 | $321K |
| Basepoint Wealth LLC | 0.18% | Add +0.4% | 492 | $321K |
| Walker Financial Services, Inc. | 0.11% | Add +0.2% | 491 | $321K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.02% | New | 490 | $320K |
| Wisconsin Wealth Advisors, LLC | 0.31% | No change | 489 | $319K |
| CPC Advisors, LLC | 0.05% | Reduce -49.3% | 488 | $319K |
| Wood Tarver Financial Group, LLC | 0.09% | No change | 487 | $318K |
| Northstar Asset Management Inc. | 0.10% | No change | 485 | $317K |
| Clifford Group, LLC | 0.24% | Add +55.1% | 484 | $316K |
| Petra Financial Advisors Inc. | 0.20% | Reduce -37.7% | 484 | $316K |
| Cathy Pareto & Associates, Inc. | 0.21% | Reduce -16.0% | 483 | $316K |
| Tribridge Partners Financial LLC | 0.13% | Add +2.8% | 479 | $316K |
| 3 Factor Indexing, LLC | 0.30% | — | 482 | $315K |
| Vista Investment Partners Ii, LLC | 0.14% | No change | 482 | $315K |
| Zevin Asset Management LLC | 0.04% | No change | 482 | $315K |
| Xcel Wealth Management, LLC | 0.09% | Reduce -0.8% | 476 | $311K |
| Tradewinds Capital Management, LLC | 0.06% | Add +0.2% | 475 | $310K |
| Field & Main Bank | 0.09% | Reduce -53.2% | 475 | $310K |
| Cairn Investment Group, Inc. | 0.15% | No change | 475 | $310K |
| Argus Investors' Counsel, Inc. | 0.28% | Reduce -2.3% | 474 | $310K |
| Shotwell Rutter Baer Inc | 0.18% | Add +4.0% | 474 | $310K |
| SevenBridge Financial Group, LLC | 0.05% | No change | 433 | $309K |
| Strategic Wealth Investment Group, LLC | 0.04% | Add +0.2% | 472 | $308K |
| Meredith Wealth Planning | 0.08% | Add +0.2% | 470 | $307K |
| IFG Advisors, LLC | 0.05% | Reduce -3.1% | 470 | $307K |
| Perryman Financial Advisory Inc. | 0.05% | Add +0.2% | 469 | $306K |
| CJM Wealth Advisers, Ltd. | 0.09% | Add +5.2% | 469 | $306K |
| HT Partners LLC | 0.09% | No change | 468 | $306K |
| Compass Financial Group, INC | 0.04% | Reduce -4.5% | 468 | $306K |
| Mittelman Wealth Management | 0.19% | New | 467 | $305K |
| Liberty Atlantic Advisors LLC | 0.26% | Reduce -2.5% | 466 | $304K |
| Natural Investments, LLC | 0.07% | No change | 464 | $303K |
| Opes Wealth Management LLC | 0.05% | No change | 462 | $302K |
| Three Cord True Wealth Management, LLC | 0.17% | Add +5.0% | 461 | $301K |
| Investment Counsel Co. of Nevada | 0.68% | Reduce -80.9% | 461 | $301K |
| Redwood Park Advisors LLC | 0.22% | Add +0.2% | 460 | $301K |
| Hoey Investments, Inc. | 0.04% | No change | 460 | $300K |
| Ciovacco Capital Management LLC | 0.17% | No change | 459 | $300K |
| BLVD Private Wealth, LLC | 0.26% | Reduce -0.2% | 458 | $299K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | Add +0.2% | 456 | $298K |
| Monetary Solutions, Ltd | 0.29% | No change | 456 | $298K |
| Rochester Wealth Strategies, LLC | 0.18% | No change | 455 | $298K |
| Yardley Wealth Management LLC | 0.15% | No change | 455 | $297K |
| Westco Advisory Services Inc. | 0.19% | Reduce -1.1% | 454 | $297K |
| Avity Investment Management Inc. | 0.02% | No change | 454 | $297K |
| Independent Wealth Advisors LLC | 0.29% | Add +32.0% | 454 | $296K |
| Canton Hathaway, LLC | 0.06% | No change | 453 | $296K |
| First Wilshire Securities Management Inc. | 0.07% | No change | 452 | $295K |
| Lynch Investment Planning, LLC | 0.26% | New | 451 | $295K |
| Targeted Financial Services LLC | 0.24% | No change | 450 | $294K |
| Ellerson Group Inc. | 0.19% | No change | 450 | $294K |
| Fairfield, Bush & Co. | 0.16% | No change | 450 | $294K |
| Heartland Bank & Trust Co | 0.07% | New | 450 | $294K |
| A4 Wealth Advisors LLC | 0.24% | Reduce -29.9% | 450 | $294K |
| S&A Financial Services, Inc. | 0.20% | — | 449 | $293K |
| Encompass More Asset Management | 0.05% | Reduce -93.3% | 449 | $293K |
| Breakwater Investment Management | 0.11% | No change | 449 | $293K |
| Intrepid Capital Management Inc. | 0.14% | No change | 449 | $293K |
| Coston, McIsaac & Partners | 0.07% | Reduce -30.0% | 450 | $293K |
| Protective Life Corp. | 0.97% | New | 448 | $293K |
| Cordatus Wealth Management LLC | 0.07% | No change | 447 | $292K |
| MTM Investment Management, LLC | 0.09% | Reduce -3.0% | 446 | $291K |
| Ssa Swiss Advisors AG | 0.13% | No change | 445 | $291K |
| Fidelity D & D Bancorp Inc. | 0.12% | Add +25.1% | 443 | $289K |
| Aljian Capital Management, LLC | 0.06% | New | 443 | $289K |
| Citrine Capital LLC | 0.13% | No change | 442 | $289K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 442 | $289K |
| Cpwa, LLC | 0.34% | — | 388 | $288K |
| McCollum Christoferson Group LLC | 0.09% | Reduce -27.3% | 440 | $287K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | Reduce -14.8% | 439 | $287K |
| Shayne & Jacobs, LLC | 0.09% | Reduce -2.0% | 437 | $285K |
| Centerline Wealth Advisors, LLC | 0.10% | Add +11.8% | 436 | $285K |
| Sicart Associates LLC | 0.07% | No change | 436 | $285K |
| Turim 21 Investimentos Ltda. | 0.07% | Add +36.3% | 436 | $285K |
| Carnegie Lake Advisors LLC | 0.11% | Reduce -1.4% | 436 | $285K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.26% | Add +0.2% | 436 | $285K |
| Zinnia Wealth Advisory, LLC | 0.32% | Reduce -5.2% | 435 | $284K |
| Bienville Capital Management, LLC | 0.05% | New | 434 | $283K |
| Swisher Financial Concepts, Inc. | 0.16% | New | 433 | $283K |
| Pacific Sage Partners, LLC | 0.04% | No change | 433 | $283K |
| Terra Nova Asset Management LLC | 0.21% | Reduce -4.6% | 432 | $282K |
| Ranch Capital Advisors Inc. | 0.10% | Reduce -8.9% | 431 | $282K |
| Alhambra Investment Management LLC | 0.13% | Reduce -27.7% | 430 | $281K |
| Arcadia Wealth Management, LLC | 0.10% | Reduce -3.8% | 430 | $281K |
| Cascade Investment Advisors, Inc. | 0.17% | No change | 429 | $280K |
| Main Management LLC | 0.02% | No change | 428 | $280K |
| Eaton-Cambridge Inc. | 0.09% | Add +7.3% | 428 | $280K |
| Allied Investment Advisors, LLC | 0.04% | Reduce -11.2% | 428 | $280K |
| Myecfo, LLC | 0.12% | No change | 428 | $279K |
| Empire Financial Management Company, LLC | 0.06% | No change | 427 | $279K |
| Proffitt & Goodson Inc. | 0.04% | Add +468.0% | 426 | $278K |
| Slocum, Gordon & Co LLP | 0.19% | Reduce -10.3% | 425 | $278K |
| Schwallier Wealth Management LLC | 0.20% | Add +4.2% | 425 | $278K |
| United Financial Planning Group LLC | 0.16% | Add +7.3% | 425 | $277K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Add +4.7% | 422 | $276K |
| Bernard Wealth Management Corp. | 0.12% | Reduce -5.4% | 421 | $275K |
| CarsonAllaria Wealth Management, Ltd. | 0.14% | Add +0.2% | 421 | $275K |
| Peak Wealth Management LLC | 0.23% | No change | 420 | $275K |
| Tiller Private Wealth, Inc. | 0.10% | Add +27.3% | 420 | $274K |
| Providence First Trust Co | 0.10% | No change | 420 | $274K |
| Crumly & Associates Inc. | 0.06% | Add +0.2% | 419 | $274K |
| Marmo Financial Group, LLC | 0.14% | Add +0.2% | 418 | $273K |
| Seros Financial, LLC | 0.17% | Reduce -15.0% | 418 | $273K |
| Sellwood Investment Partners LLC | 0.11% | Add +1890.5% | 418 | $273K |
| Three Arch Wealth Management LLC | 0.05% | No change | 417 | $272K |
| Armstrong Henry H Associates Inc. | 0.03% | No change | 417 | $272K |
| FLP Wealth Management, LLC | 0.56% | Add +30.8% | 416 | $272K |
| Towne Trust Company, N.A | 0.09% | Reduce -10.8% | 415 | $271K |
| Intellectus Partners, LLC | 0.06% | Reduce -10.6% | 414 | $271K |
| Columbia River Financial Group, LLC | 0.16% | No change | 413 | $270K |
| Advocate Group LLC | 0.04% | Reduce -8.2% | 413 | $270K |
| One Plus One Wealth Management, LLC | 0.11% | Add +3.0% | 412 | $269K |
| von Borstel & Associates, Inc. | 0.06% | Reduce -46.5% | 411 | $268K |
| Financial Harvest, LLC | 0.16% | Add +4.9% | 410 | $268K |
| Total Wealth Planning & Management, Inc. | 0.21% | New | 409 | $267K |
| Northern Financial Advisors Inc | 0.19% | New | 409 | $267K |
| Probity Advisors, Inc. | 0.04% | Add +4.1% | 408 | $267K |
| Griffith & Werner, Inc. | 0.13% | Add +0.5% | 407 | $266K |
| Cedar Point Capital Partners, LLC | 0.17% | No change | 407 | $266K |
| Hopwood Nicholas Hunter | 0.08% | Reduce -22.5% | 406 | $265K |
| Reliant Wealth Planning | 0.08% | Reduce -1.9% | 406 | $265K |
| Nicholson Meyer Capital Management, Inc. | 0.20% | Reduce -2.2% | 406 | $265K |
| Northstar Financial Companies, Inc. | 0.21% | Reduce -62.3% | 405 | $265K |
| Citizens & Northern Corp. | 0.07% | Reduce -26.4% | 405 | $265K |
| Split Rock Private Trading & Wealth Management, LLC | 0.20% | Reduce -29.1% | 405 | $264K |
| ShoreHaven Wealth Partners, LLC | 0.09% | Add +0.5% | 405 | $264K |
| Wellington-Altus USA Inc. | 0.16% | Add +53.7% | 352 | $264K |
| Midwest Financial Group LLC | 0.11% | No change | 403 | $263K |
| Z3 Capital Partners, LLC | 0.07% | No change | 403 | $263K |
| Graham Capital Wealth Management, LLC | 0.23% | Reduce -6.1% | 402 | $263K |
| Lloyd Advisory Services, LLC. | 0.07% | Reduce -73.0% | 401 | $262K |
| Kingdom Financial Group LLC. | 0.07% | Add +106.7% | 401 | $262K |
| Aull & Monroe Investment Management Corp | 0.12% | No change | 400 | $261K |
| Financial Sense Advisors, Inc. | 0.06% | Reduce -2.2% | 400 | $261K |
| Provident Wealth Management, LLC | 0.08% | No change | 399 | $261K |
| Hills Bank & Trust Co | 0.01% | Reduce -65.4% | 399 | $261K |
| Riverview Capital Advisers, LLC | 0.09% | Add +0.3% | 397 | $259K |
| Calder Financial LLC | 0.26% | Reduce -7.9% | 394 | $259K |
| Robinson Smith Wealth Advisors LLC | 0.17% | No change | 396 | $258K |
| Hidden Cove Wealth Management, LLC | 0.17% | Add +2.1% | 395 | $258K |
| Echo45 Advisors LLC | 0.15% | No change | 395 | $258K |
| Seamount Financial Group Inc. | 0.12% | Add +0.3% | 395 | $258K |
| Blue Chip Partners, LLC | 0.02% | Add +5.1% | 393 | $256K |
| Manchester Financial Inc. | 0.05% | Add +2.1% | 392 | $256K |
| Stordahl Capital Management, Inc. | 0.05% | No change | 392 | $256K |
| Rwwm, Inc. | 0.02% | Reduce -6.2% | 392 | $256K |
| Global Trust Wealth Management LLC | 0.19% | No change | 391 | $255K |
| ForthRight Wealth Management, LLC | 0.07% | Add +1.3% | 391 | $255K |
| Farnam Financial LLC | 0.21% | Add +10.2% | 390 | $255K |
| Expressive Wealth LLC | 0.24% | Add +3.6% | 345 | $254K |
| Capstone Wealth Management Group LLC | 0.16% | Add +4.3% | 389 | $254K |
| Clark Wealth Partners | 0.17% | Add +1.0% | 389 | $254K |
| Horizon Advisory Services, Inc. | 0.13% | No change | 388 | $253K |
| Pine Harbor Wealth Management, LLC | 0.08% | No change | 387 | $253K |
| Dupree Financial Group, LLC | 0.10% | Add +1.6% | 386 | $252K |
| Prosperitas Financial LLC | 0.09% | Reduce -0.3% | 386 | $252K |
| Darwin Wealth Management, LLC | 0.08% | Reduce -5.7% | 384 | $251K |
| Uniting Wealth Partners, LLC | 0.05% | Reduce -34.8% | 384 | $251K |
| Nautilus Advisors LLC | 0.17% | Add +17.1% | 383 | $250K |
| Taylor Hoffman Capital Management LLC | 0.08% | New | 382 | $250K |
| Merrion Investment Management Co, LLC | 0.13% | No change | 382 | $250K |
| Professional Financial Advisors, LLC | 0.05% | Add +5.9% | 379 | $248K |
| Wealth Analytics Partners, LLC | 0.10% | No change | 378 | $247K |
| McGrath & Associates, Inc. | 0.36% | Add +9.0% | 377 | $246K |
| Unified Investment Management | 0.25% | New | 376 | $246K |
| Dumont & Blake Investment Advisors LLC | 0.06% | Reduce -2.8% | 376 | $245K |
| Morgan Dempsey Capital Management LLC | 0.11% | No change | 375 | $245K |
| Brian Low Financial Group, LLC | 0.17% | Reduce -20.6% | 374 | $244K |
| Ironvine Capital Partners, LLC | 0.03% | No change | 374 | $244K |
| Ankerstar Wealth, LLC | 0.26% | Reduce -9.1% | 372 | $243K |
| AJ Advisors, LLC | 0.09% | Add +0.3% | 372 | $243K |
| Financial Management, Inc. | 0.23% | Reduce -3.6% | 371 | $242K |
| First Fiduciary Investment Counsel, Inc. | 0.05% | Add +0.3% | 370 | $242K |
| White & Co Financial Planning Inc | 0.17% | Reduce -12.7% | 370 | $242K |
| Capital Wealth Management, LLC | 0.07% | Add +11.4% | 370 | $242K |
| RFG Holdings, Inc. | 0.06% | Reduce -2.9% | 369 | $241K |
| Abbot Financial Management, Inc. | 0.10% | No change | 368 | $240K |
| 4WEALTH Advisors, Inc. | 0.20% | Add +0.3% | 378 | $240K |
| TKG Advisors, LLC | 0.10% | Reduce -10.3% | 366 | $239K |
| Bridgewealth Advisory Group, LLC | 0.05% | Add +6.7% | 366 | $239K |
| Schiavi & Co LLC | 0.07% | Add +14.1% | 365 | $239K |
| Axecap Investments, LLC | 0.16% | Reduce -80.9% | 365 | $238K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -2.7% | 365 | $238K |
| Redwood Family Wealth LLC | 0.23% | Add +1.1% | 364 | $238K |
| Guardian Wealth Advisors, LLC | 0.14% | Reduce -3.5% | 363 | $237K |
| Prosperity Advisers, LLC | 0.20% | No change | 363 | $237K |
| Heritage Wealth Management, Inc. | 0.13% | Reduce -16.7% | 363 | $237K |
| Ridgeline Wealth, LLC | 0.17% | No change | 363 | $237K |
| LaFleur & Godfrey LLC | 0.03% | No change | 362 | $236K |
| Aft, Forsyth & Company, Inc. | 0.11% | No change | 361 | $236K |
| Wallace Capital Management Inc. | 0.03% | No change | 360 | $235K |
| Envision Financial Transparency, LLC | 0.23% | — | 360 | $235K |
| Heritage Investors Management Corp. | 0.01% | Reduce -1.4% | 360 | $235K |
| Plotkin Financial Advisors, LLC | 0.12% | No change | 359 | $235K |
| Inlet Private Wealth, LLC | 0.06% | Reduce -7.5% | 359 | $235K |
| Graney & King, LLC | 0.13% | Add +0.3% | 359 | $234K |
| Shelton Wealth Management, LLC | 0.10% | No change | 357 | $233K |
| Towerpoint Wealth, LLC | 0.09% | Reduce -4.3% | 356 | $233K |
| Legacy Capital Group California, Inc. | 0.09% | Add +2.6% | 355 | $232K |
| Sendero Wealth Management, LLC | 0.03% | Reduce -57.6% | 355 | $232K |
| Portus Wealth Advisors, LLC | 0.22% | No change | 355 | $232K |
| Balanced Rock Investment Advisors LLC | 0.16% | New | 354 | $231K |
| Opinicus Capital, Inc. | 0.16% | Reduce -2.5% | 353 | $231K |
| IF Advisors, LLC | 0.16% | No change | 353 | $231K |
| Rise Advisors, LLC | 0.08% | Add +15.9% | 349 | $230K |
| Welch Financial Planning, LLC | 0.17% | New | 351 | $229K |
| Wealthstar Advisors, LLC | 0.14% | No change | 351 | $229K |
| Bannerstone Capital Management, LLC | 0.21% | Reduce -9.1% | 350 | $229K |
| Baron Wealth Management LLC | 0.07% | Reduce -75.4% | 349 | $228K |
| Darden Wealth Group Inc | 0.12% | No change | 349 | $228K |
| Phoenix Financial Ltd. | 0.00% | No change | 349 | $228K |
| Tassel Capital Management, Inc. | 0.12% | New | 347 | $227K |
| Nova Wealth Management, Inc. | 0.15% | Add +6.1% | 346 | $226K |
| Widmann Financial Services, Inc. | 0.13% | Add +10.5% | 346 | $226K |
| Pinkerton Wealth, LLC | 0.02% | No change | 329 | $225K |
| Base Wealth Management LLC | 0.13% | Add +9.2% | 345 | $225K |
| Westend Capital Management, LLC | 0.07% | Reduce -5.2% | 344 | $225K |
| Vienna Asset Management LLC | 0.18% | Add +0.3% | 344 | $225K |
| Tulsa Wealth Advisors, INC | 0.04% | New | 342 | $224K |
| Spinnaker Investment Group, LLC | 0.04% | Reduce -66.0% | 338 | $221K |
| LPWM LLC | 0.06% | New | 337 | $220K |
| Vannoy Advisory Group, Inc. | 0.14% | No change | 336 | $219K |
| United Asset Strategies, Inc. | 0.02% | Reduce -10.7% | 335 | $219K |
| Nicholson Wealth Management Group, LLC | 0.13% | No change | 335 | $219K |
| Winning Points Advisors, LLC | 0.22% | Add +13.9% | 335 | $219K |
| Paragon Private Wealth Management, LLC | 0.07% | No change | 334 | $218K |
| Ferguson Shapiro LLC | 0.07% | No change | 334 | $218K |
| Tortuga Wealth Management, Inc | 0.20% | Reduce -13.1% | 332 | $218K |
| Bank & Trust Co | 0.15% | No change | 333 | $218K |
| Roberts Financial Services LLC | 0.07% | New | 333 | $217K |
| RPg Family Wealth Advisory, LLC | 0.05% | Reduce -7.5% | 332 | $217K |
| Financial Connections Group, Inc. | 0.08% | Add +0.6% | 333 | $217K |
| Murphy & Mullick Capital Management Corp | 0.16% | Add +3.1% | 331 | $216K |
| Wynn Capital, LLC | 0.11% | No change | 331 | $216K |
| Summa Corp. | 0.09% | New | 331 | $216K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.04% | No change | 331 | $216K |
| McGowan Group Asset Management, Inc. | 0.03% | No change | 329 | $215K |
| Cooper Capital Advisors LLC | 0.15% | No change | 329 | $215K |
| Braun-Bostich & Associates Inc. | 0.13% | Reduce -6.0% | 329 | $215K |
| Thompson Davis & Co., Inc. | 0.14% | Reduce -13.7% | 328 | $214K |
| Jacobs & Co. | 0.02% | No change | 329 | $214K |
| Columbia Advisory Partners LLC | 0.14% | Reduce -4.9% | 327 | $214K |
| Roehl & Yi Investment Advisors, LLC | 0.08% | New | 326 | $213K |
| Fielder Capital Group LLC | 0.05% | Reduce -52.1% | 326 | $213K |
| Clarus Group, Inc. | 0.08% | No change | 325 | $213K |
| Floyd Financial Group LLC | 0.14% | New | 302 | $212K |
| Beacon Harbor Wealth Advisors, Inc. | 0.04% | No change | 325 | $212K |
| Sather Financial Group Inc | 0.01% | New | 325 | $212K |
| Yousif Capital Management, LLC | 0.00% | No change | 325 | $212K |
| Crescent Sterling, Ltd. | 0.20% | New | 324 | $212K |
| United Wealth Management, LLC | 0.05% | Reduce -9.3% | 323 | $211K |
| Level Wealth Management LLC | 0.10% | Reduce -28.5% | 323 | $211K |
| KTF Investments, LLC | 0.04% | Add +0.3% | 322 | $210K |
| Hanson & Doremus Investment Management | 0.02% | Add +18.4% | 322 | $210K |
| Vaughan David Investments LLC | 0.00% | Reduce -48.0% | 322 | $210K |
| Quantum Financial Planning Services, Inc. | 0.08% | Reduce -4.5% | 321 | $210K |
| MayTech Global Investments, LLC | 0.03% | Add +0.3% | 321 | $210K |
| Prevail Innovative Wealth Advisors, LLC | 0.04% | New | 321 | $210K |
| Joule Financial, LLC | 0.06% | Reduce -78.1% | 320 | $209K |
| Altura Wealth Advisors Inc. | 0.09% | No change | 320 | $209K |
| Valpey Financial Services, LLC | 0.14% | No change | 320 | $209K |
| Moseley Investment Management Inc. | 0.07% | Reduce -6.2% | 320 | $209K |
| Riggs Asset Managment Co. Inc. | 0.04% | Reduce -2.1% | 319 | $208K |
| KRM Wealth Management L.L.C. | 0.11% | New | 319 | $208K |
| Bauman Advisory Group, LLC | 0.15% | New | 318 | $208K |
| Shira Ridge Wealth Management | 0.08% | Add +1.9% | 317 | $207K |
| Quarry Hill Advisors, LLC | 0.09% | Reduce -5.8% | 290 | $207K |
| Flagship Capital Management Inc. | 0.15% | No change | 316 | $206K |
| Victrix Investment Advisors | 0.07% | No change | 316 | $206K |
| 360 Financial, Inc. | 0.06% | New | 315 | $206K |
| Boomfish Wealth Group, LLC | 0.11% | New | 315 | $206K |
| Spectrum Planning & Advisory Services Inc. | 0.10% | Reduce -6.3% | 313 | $204K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -94.9% | 313 | $204K |
| Weinberger Asset Management, Inc | 0.08% | New | 312 | $204K |
| Wolff Financial Management LLC | 0.04% | No change | 312 | $204K |
| Byrne Asset Management LLC | 0.12% | Reduce -8.3% | 310 | $202K |
| Burk Holdings LLC | 0.09% | No change | 310 | $202K |
| Mission Hills Financial Advisory, LLC | 0.10% | New | 309 | $202K |
| Sherman Wealth Management LLC | 0.17% | Add +0.3% | 308 | $201K |
| Plus Group Wealth Advisors LLC | 0.22% | No change | 308 | $201K |
| Partners Wealth Management, LLC | 0.21% | Reduce -20.4% | 308 | $201K |
| Optas, LLC | 0.03% | New | 308 | $201K |
| IFC & Insurance Marketing, Inc. | 0.21% | Add +43.5% | 307 | $201K |
| FSC Wealth Advisors, LLC | 3.83% | Reduce -72.0% | 307 | $200K |
| Hilton Head Capital Partners, LLC | 0.11% | No change | 304 | $199K |
| Powell Investment Advisors, LLC | 0.07% | No change | 298 | $195K |
| Anfield Capital Management, LLC | 0.05% | No change | 292 | $191K |
| Evergreen Private Wealth LLC | 0.08% | Reduce -4.0% | 289 | $189K |
| Capital Investment Counsel, Inc | 0.02% | Reduce -0.7% | 288 | $188K |
| Bellevue Asset Management, LLC | 0.09% | No change | 286 | $187K |
| WestEnd Advisors, LLC | 0.00% | Add +97.2% | 280 | $183K |
| Tripletail Wealth Management, LLC | 0.25% | No change | 273 | $180K |
| Millstone Evans Group, LLC | 0.11% | No change | 274 | $179K |
| Perkins Coie Trust Co | 0.03% | No change | 273 | $178K |
| Kentucky Trust Co | 0.09% | No change | 270 | $176K |
| Cedar Mountain Advisors, LLC | 0.03% | Add +0.4% | 269 | $176K |
| Networth Advisors, LLC | 0.12% | Reduce -8.6% | 267 | $174K |
| Covestor Ltd | 0.12% | Reduce -7.0% | 266 | $174K |
| Pin Oak Investment Advisors Inc. | 0.12% | No change | 262 | $171K |
| Friedenthal Financial | 0.09% | Add +7.8% | 261 | $170K |
| Urban Financial Advisory Corp | 0.06% | Add +9.8% | 259 | $169K |
| LFA - Lugano Financial Advisors SA | 0.09% | No change | 257 | $168K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +9.4% | 256 | $167K |
| Marshall Investment Management, LLC | 0.08% | New | 256 | $167K |
| Wolff Wiese Magana LLC | 0.09% | No change | 251 | $164K |
| RHL Group, LLC | 0.14% | Add +0.4% | 246 | $160K |
| Weaver Capital Management LLC | 0.03% | Add +0.4% | 244 | $160K |
| North Ridge Wealth Advisors, Inc. | 0.09% | Add +31.1% | 236 | $154K |
| Core Alternative Capital | 0.05% | Reduce -29.9% | 235 | $154K |
| Leo H. Evart, Inc. | 0.13% | — | 235 | $153K |
| Insight Inv LLC | 0.08% | Reduce -1.3% | 234 | $153K |
| Arjuna Capital | 0.04% | No change | 223 | $146K |
| Morse Asset Management, Inc | 0.03% | Reduce -3.0% | 223 | $146K |
| SYM FINANCIAL Corp | 0.01% | New | 221 | $144K |
| ROSS\JOHNSON & Associates LLC | 2.56% | Reduce -6.9% | 217 | $142K |
| Scarborough Advisors, LLC | 0.02% | New | 216 | $141K |
| IFG Advisory, LLC | 0.40% | Reduce -98.7% | 214 | $140K |
| Private Wealth Management Group, LLC | 0.04% | Add +39.0% | 214 | $140K |
| Prudent Man Investment Management, Inc. | 0.04% | No change | 191 | $131K |
| Costello Asset Management, INC | 0.04% | No change | 199 | $130K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.10% | Reduce -19.8% | 198 | $129K |
| CDKV Holdings LLC | 0.11% | No change | 196 | $128K |
| Robinswood Financial LLC | 0.04% | Add +21.3% | 194 | $127K |
| MPWM Advisory Solutions, LLC | 0.07% | No change | 192 | $125K |
| Smallwood Wealth Investment Management, LLC | 0.06% | Add +89.7% | 184 | $121K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.04% | No change | 178 | $116K |
| IMG Wealth Management, Inc. | 0.07% | Reduce -71.8% | 177 | $116K |
| Boreal Capital Management LLC | 0.11% | Reduce -86.9% | 175 | $114K |
| Topsail Wealth Management, LLC | 0.02% | No change | 174 | $114K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 171 | $112K |
| Gables Capital Management Inc. | 0.05% | No change | 168 | $110K |
| POM Investment Strategies, LLC | 0.14% | Reduce -88.8% | 167 | $109K |
| Albion Financial Group | 0.01% | Add +40.7% | 166 | $108K |
| Citizens National Bank Trust Department | 0.02% | Add +305.0% | 162 | $106K |
| Midway Capital Research & Management | 0.10% | New | 161 | $105K |
| Game Plan Financial Advisors, LLC | 0.05% | No change | 161 | $105K |
| Investors Portfolio Services LLC | 0.10% | Reduce -8.6% | 160 | $105K |
| Kopp Family Office, LLC | 0.07% | No change | 147 | $96K |
| Benson Wealth Management INC | 0.13% | No change | 146 | $95K |
| Rice Partnership, LLC | 0.01% | Add +30.4% | 146 | $95K |
| Godsey & Gibb, Inc. | 0.01% | Add +10.7% | 145 | $95K |
| Magnolia Wealth Management, LLC | 0.06% | New | 145 | $95K |
| Heartland Advisors Inc. | 0.00% | Reduce -17.2% | 140 | $91K |
| Aviso Financial Inc. | 0.00% | No change | 140 | $91K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -73.3% | 138 | $90K |
| Go Invest LLC | 0.03% | Add +0.7% | 136 | $89K |
| Conquis Financial LLC | 0.07% | No change | 123 | $88K |
| Strategic Investment Management, LLC | 0.04% | No change | 132 | $86K |
| Wells Financial Advisors INC | 0.39% | Reduce -86.1% | 131 | $86K |
| Adirondack Trust Co. | 0.03% | No change | 131 | $86K |
| Quaker Wealth Management, LLC | 0.03% | Reduce -12.8% | 130 | $85K |
| Creative Capital Management Investments LLC | 0.02% | No change | 129 | $84K |
| Evolution Advisers, Inc. | 0.04% | Add +28.0% | 128 | $83K |
| Evergreen Advisors, LLC | 0.02% | New | 127 | $83K |
| Legend Capital Advisors LLC | 0.05% | New | 124 | $81K |
| NorthAvenue LLC | 0.06% | No change | 122 | $80K |
| Bullseye Investment Management, LLC | 0.04% | No change | 121 | $79K |
| Axiom Investment Management LLC | 0.06% | — | 119 | $78K |
| Missouri Trust & Investment Co | 0.02% | Reduce -11.3% | 118 | $77K |
| Van Den Berg Management I, Inc. | 0.02% | Reduce -88.5% | 116 | $76K |
| Burkett Financial Services, LLC | 0.03% | Add +213.9% | 113 | $74K |
| Hartford Financial Management Inc. | 0.02% | No change | 108 | $71K |
| Bullock Wealth Management Group | 0.03% | No change | 104 | $69K |
| BankChampaign, National Association | 0.07% | Reduce -92.7% | 104 | $68K |
| Thompson Investment Management, Inc. | 0.01% | No change | 103 | $67K |
| Blume Capital Management, Inc. | 0.01% | No change | 100 | $65K |
| Legal & General Group Plc | 0.00% | Reduce -4.8% | 100 | $65K |
| Hager Investment Management Services, LLC | 0.04% | No change | 99 | $65K |
| Ulland Investment Advisors, LLC | 0.06% | No change | 98 | $64K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 95 | $62K |
| Horizon Bancorp Inc. | 0.03% | No change | 94 | $61K |
| Chesapeake Asset Management LLC | 0.05% | No change | 91 | $59K |
| Clarity Asset Management, Inc. | 0.03% | Add +64.8% | 89 | $58K |
| Dorato Capital Management | 0.04% | No change | 80 | $54K |
| TopTier Wealth Management, LLC | 0.03% | New | 80 | $52K |
| Advisortrust Partners, LLC | 0.02% | New | 79 | $52K |
| Intentional Wealth Strategies, LLC | 0.04% | — | 73 | $48K |
| Zeit Capital LLC | 0.03% | New | 70 | $46K |
| Financial Management Professionals, Inc. | 0.01% | New | 70 | $46K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 67 | $44K |
| Duncker Streett & Co. Inc. | 0.01% | Add +4.8% | 66 | $43K |
| Prosperity Bancshares Inc | 0.03% | No change | 64 | $42K |
| Park Square Financial Group, LLC | 0.30% | Reduce -22.1% | 60 | $39K |
| Your Advocates Ltd., LLP | 0.01% | Reduce -54.9% | 65 | $39K |
| Eukles Asset Management | 0.02% | No change | 59 | $39K |
| Sittner & Nelson, LLC | 0.01% | No change | 55 | $36K |
| Kennebec Savings Bank | 0.03% | No change | 54 | $35K |
| Cheviot Value Management, LLC | 0.00% | No change | 53 | $35K |
| Capital & Planning, LLC | 0.02% | New | 52 | $34K |
| Knuff & Co LLC | 0.01% | Reduce -47.4% | 50 | $33K |
| Pflug Koory, LLC | 0.01% | No change | 48 | $31K |
| Rakuten Securities, Inc. | 0.01% | Reduce -51.6% | 46 | $30K |
| Swiss Re Ltd. | 0.18% | Reduce -100.0% | 45 | $29K |
| GS Investments, Inc. | 0.02% | No change | 44 | $29K |
| Tower View Wealth Management LLC | 0.01% | No change | 44 | $29K |
| John A. Wolfe & Associates, Inc. | 0.04% | New | 42 | $27K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +50.0% | 42 | $27K |
| Purpose Unlimited Inc. | 0.00% | New | 39 | $25K |
| Birchbrook, Inc. | 0.01% | Reduce -5.0% | 38 | $25K |
| Nvwm, LLC | 0.01% | Reduce -26.9% | 38 | $25K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 37 | $24K |
| Marquette Asset Management, LLC | 0.00% | Reduce -21.3% | 37 | $24K |
| Global Trust Asset Management, LLC | 0.01% | No change | 36 | $23K |
| Entrust Financial LLC | 0.02% | No change | 33 | $22K |
| Sawyer & Company, Inc | 0.01% | No change | 32 | $21K |
| Daytona Street Capital LLC | 0.02% | No change | 30 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -51.6% | 30 | $20K |
| WealthCollab, LLC | 0.01% | No change | 24 | $16K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 24 | $16K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 23 | $15K |
| Osbon Capital Management LLC | 0.01% | No change | 22 | $14K |
| Accordant Advisory Group Inc | 0.01% | New | 22 | $14K |
| Longview Financial Advisors LLC | 0.01% | No change | 22 | $14K |
| Asset Planning,Inc | 0.01% | No change | 22 | $14K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 19 | $12K |
| Imprint Wealth LLC | 0.05% | No change | 16 | $10K |
| Nvest Wealth Strategies, Inc. | 0.01% | No change | 14 | $9K |
| Wilkerson Advisory Group LLC | 0.00% | New | 14 | $9K |
| Western Pacific Wealth Management, LP | 0.01% | Add +7.7% | 14 | $9K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | Reduce -97.6% | 10 | $7K |
| Vision Financial Markets LLC | 0.01% | No change | 11 | $7K |
| West Financial Advisors, LLC | 0.00% | No change | 10 | $7K |
| Kiker Wealth Management, LLC | 0.00% | New | 8 | $5K |
| Spurstone Advisory Services, LLC | 0.07% | No change | 6 | $4K |
| LM Advisors LLC | 0.02% | Reduce -4.6% | 1,787 | $3K |
| Ball & Co Wealth Management Inc. | 0.00% | No change | 3 | $2K |
| Decker Retirement Planning Inc. | 0.00% | Reduce -95.2% | 2 | $1K |
| Chelsea Counsel Co. | 0.00% | No change | 1 | $654 |
"% 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.