iShares Core S&P 500 ETFIVVETF
13F holders, Q2 2026 (June 30)4,120holders +113
181new positions
69sold out
9famous investors
$741.31avg. 13F price*
At the end of Q2 2026, 4,120 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 113 from Q1 2026. 181 opened new positions and 69 sold out. The largest holders were BlackRock, Inc. ($65.8B), Envestnet Asset Management Inc. ($31.0B) and Marshall Wace, LLP ($29.8B). 9 famous investors held it, including Ray Dalio (9.2% of Bridgewater Associates's portfolio), Ken Griffin (7.7% of Citadel Advisors's portfolio) and Israel Englander (7.6% of Millennium Management's portfolio).
- Company
- iShares Core S&P 500 ETF
- CUSIP
- 464287200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 181 | $4.6B |
| Exits | 69 | $448.0M |
All 13F filers, Q1 2026 → Q2 2026: 136,326,649 shares bought and 27,530,157 shares sold, net +108,796,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4,120 holders
| BlackRock, Inc. | 0.98% | Add +2.3% | 87,920,842 | $65.8B |
| Envestnet Asset Management Inc. | 7.31% | Add +25.6% | 41,391,871 | $31.0B |
| Marshall Wace, LLP | 25.34% | Add +51.5% | 39,828,525 | $29.8B |
| Northwestern Mutual Wealth Management Co. | 14.01% | Add +1.2% | 35,018,846 | $26.2B |
| Morgan Stanley | 0.98% | Add +5.5% | 24,670,794 | $18.5B |
| Creative Planning | 10.77% | Add +2.5% | 24,609,695 | $18.4B |
| Bank of America Corp. | 1.07% | Add +10.3% | 22,154,893 | $16.6B |
| Wells Fargo & Company | 2.66% | Add +4.3% | 20,418,578 | $15.3B |
| JPMorgan Chase & Co. | 0.89% | Reduce -12.8% | 20,535,841 | $15.3B |
| Capula Management Ltd | 66.31% | Add +120.5% | 20,051,540 | $15.0B |
| Jones Financial Companies LLLP | 5.67% | Add +2.6% | 19,409,670 | $14.2B |
| Nisa Investment Advisors, LLC | 42.76% | Add +13.3% | 18,254,441 | $13.7B |
| Citadel Advisors | 7.72% | Add +335.3% | 17,676,489 | $13.2B |
| Royal Bank of Canada | 1.97% | Reduce -15.2% | 15,507,803 | $11.6B |
| PNC Financial Services Group, Inc. | 5.72% | Reduce -1.7% | 15,414,622 | $11.5B |
| California Public Employees Retirement System | 6.41% | Add +1097.6% | 15,179,345 | $11.4B |
| LPL Financial LLC | 2.49% | Add +27.6% | 14,782,609 | $11.1B |
| Millennium Management | 7.62% | Add +11.7% | 14,503,932 | $10.9B |
| Bank of New York Mellon Corp | 1.68% | Add +2.0% | 13,633,768 | $10.2B |
| Goldman Sachs Group Inc. | 0.93% | Reduce -12.7% | 11,800,876 | $8.8B |
| Northern Trust Corp. | 0.81% | Reduce -0.0% | 9,279,474 | $6.9B |
| First Command Advisory Services, Inc. | 38.79% | Reduce -0.2% | 8,712,032 | $6.5B |
| Prudential Financial Inc. | 6.75% | Add +4.8% | 8,269,900 | $6.2B |
| Squarepoint Ops LLC | 11.76% | Reduce -34.2% | 8,003,931 | $6.0B |
| Ameriprise Financial Inc. | 1.10% | Add +15.1% | 7,224,629 | $5.4B |
| Truist Financial Corp. | 6.41% | Add +2.3% | 7,147,705 | $5.4B |
| US Bancorp \de | 5.38% | Add +13.1% | 6,582,164 | $4.9B |
| Walleye Capital LLC | 24.81% | Add +16.1% | 6,358,980 | $4.8B |
| FMR LLC | 0.20% | Reduce -0.3% | 6,009,148 | $4.5B |
| Mariner, LLC | 4.34% | Add +1.8% | 5,571,768 | $4.2B |
| Alberta Investment Management Corp | 25.41% | Reduce -8.9% | 5,291,151 | $4.0B |
| Alliancebernstein L.P. | 1.22% | Add +5.9% | 5,643,389 | $3.7B |
| Wealth Enhancement Advisory Services, LLC | 6.08% | Add +6.9% | 4,791,453 | $3.6B |
| Allianz Asset Management GmbH | 3.31% | Add +386.6% | 4,777,691 | $3.6B |
| Cetera Investment Advisers | 3.24% | Add +11.6% | 4,755,509 | $3.6B |
| Raymond James Financial Inc. | 0.96% | Add +4.2% | 4,742,179 | $3.6B |
| Captrust Financial Advisors | 5.34% | Add +8.2% | 4,652,450 | $3.5B |
| Alyeska Investment Group, L.P. | 8.76% | Add +7.4% | 4,533,470 | $3.4B |
| Korea Investment CORP | 6.16% | Add +7.9% | 4,334,448 | $3.2B |
| National Pension Service | 1.99% | No change | 4,119,355 | $3.1B |
| Corient Private Wealth LP | 4.20% | Reduce -11.3% | 4,050,717 | $3.0B |
| Schonfeld Strategic Advisors LLC | 15.26% | Add +32.8% | 3,831,918 | $2.9B |
| UBS Group AG | 0.44% | Reduce -22.0% | 3,653,598 | $2.7B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 17.55% | No change | 3,581,847 | $2.7B |
| Potomac Fund Management Inc. | 66.88% | Add +17.6% | 3,546,980 | $2.7B |
| California State Teachers Retirement System | 2.37% | Add +16.1% | 3,431,700 | $2.6B |
| HighTower Advisors, LLC | 2.35% | Add +2.7% | 3,272,035 | $2.5B |
| Asset Management One Co., Ltd. | 6.25% | Add +0.8% | 3,253,020 | $2.4B |
| Fifth Third Bancorp | 3.93% | Add +14.4% | 3,236,397 | $2.4B |
| Keybank National Association | 7.89% | Add +0.6% | 3,201,466 | $2.4B |
| Michael & Susan Dell Foundation | 62.96% | No change | 3,187,927 | $2.4B |
| Bridgewater Associates | 9.22% | Add +12.1% | 3,002,286 | $2.2B |
| Wealthspire Advisors, LLC | 11.83% | Add +7.4% | 2,868,273 | $2.1B |
| MML Investors Services, LLC | 4.33% | Add +55.3% | 2,831,023 | $2.1B |
| Cerity Partners LLC | 2.55% | Add +5.3% | 2,803,692 | $2.1B |
| Macquarie Group Ltd. | 8.75% | Add +48.0% | 2,703,730 | $2.0B |
| Bank of Nova Scotia | 3.11% | Add +45.4% | 2,703,092 | $2.0B |
| Neuberger Berman Group LLC | 1.34% | Add +17.0% | 2,690,124 | $2.0B |
| Healthcare of Ontario Pension Plan Trust Fund | 2.88% | Add +1.2% | 2,678,964 | $2.0B |
| Commonwealth Equity Services, LLC | 2.51% | Add +1.0% | 2,667,178 | $2.0B |
| AIA Group Ltd | 25.08% | Add +13.9% | 2,662,573 | $2.0B |
| Choate Investment Advisors | 33.79% | Reduce -0.4% | 2,567,736 | $1.9B |
| Brown Brothers Harriman & Co. | 8.12% | Add +42.3% | 2,471,912 | $1.9B |
| MAI Capital Management | 7.04% | Add +42.9% | 2,471,229 | $1.9B |
| Principal Financial Group Inc. | 0.89% | Reduce -1.2% | 2,423,361 | $1.8B |
| Focus Partners Wealth | 1.85% | Add +9.5% | 2,413,265 | $1.8B |
| Pathstone Holdings, LLC | 5.24% | Add +4.4% | 2,401,692 | $1.8B |
| Cresset Asset Management, LLC | 6.46% | Add +0.5% | 2,366,720 | $1.8B |
| Bank of Montreal | 0.64% | Reduce -15.7% | 2,320,347 | $1.7B |
| Public Employees Retirement System of Ohio | 4.75% | Add +107.1% | 2,157,500 | $1.6B |
| UNC Management Company, Inc. | 73.37% | Add +8.3% | 2,026,143 | $1.5B |
| Brown Advisory Inc. | 2.33% | Add +16.9% | 2,013,013 | $1.5B |
| Envestnet Portfolio Solutions, Inc. | 7.20% | Add +66.1% | 2,008,278 | $1.5B |
| Osaic Holdings, Inc. | 1.69% | Add +16.7% | 1,915,267 | $1.4B |
| LMR Partners LLP | 12.84% | Add +88.0% | 1,911,286 | $1.4B |
| Verition Fund Management LLC | 10.74% | Add +396.1% | 1,871,854 | $1.4B |
| Park Avenue Securities LLC | 8.67% | Add +57.7% | 1,853,765 | $1.4B |
| Sumitomo Life Insurance Co. | 22.65% | Add +79.8% | 1,850,000 | $1.4B |
| Janney Montgomery Scott LLC | 2.67% | Add +30.3% | 1,840,976 | $1.4B |
| Allianz SE | 14.41% | Add +3.3% | 1,824,479 | $1.4B |
| Bank of Korea | 33.78% | Reduce -22.7% | 1,752,811 | $1.3B |
| Barings LLC | 24.32% | Add +4.2% | 1,744,190 | $1.3B |
| Municipal Employees' Retirement System of Michigan | 13.55% | No change | 1,637,942 | $1.2B |
| Tudor Investment Corporation | 5.01% | Add +730.4% | 1,615,654 | $1.2B |
| Capstone Investment Advisors, LLC | 10.71% | Add +0.3% | 1,562,108 | $1.2B |
| United Capital Financial Advisors, LLC | 6.38% | Add +13.3% | 1,541,045 | $1.2B |
| National Philanthropic Trust | 16.51% | Reduce -0.6% | 1,524,853 | $1.1B |
| Fiduciary Trust Co | 12.28% | Reduce -0.7% | 1,507,059 | $1.1B |
| Kedalion Capital Management LLP | 26.54% | Reduce -50.8% | 1,492,000 | $1.1B |
| Johnson Investment Counsel Inc. | 8.06% | Add +3.5% | 1,473,438 | $1.1B |
| Fund Evaluation Group, LLC | 29.46% | Reduce -14.4% | 1,456,901 | $1.1B |
| Toronto Dominion Bank | 1.82% | Add +0.3% | 1,447,093 | $1.1B |
| Freestone Grove Partners LP | 6.94% | Add +43.3% | 1,413,000 | $1.1B |
| Northwestern Mutual Investment Management Company, LLC | 12.35% | Add +17.2% | 1,405,896 | $1.1B |
| M&T Bank Corp | 3.00% | Add +2.3% | 1,367,395 | $1.0B |
| Nationwide Fund Advisors | 42.12% | Add +56.8% | 1,361,434 | $1.0B |
| Greenleaf Trust | 9.69% | Reduce -3.8% | 1,344,843 | $1.0B |
| Alaska Permanent Fund Corp | 65.58% | Reduce -0.1% | 1,321,665 | $989.8M |
| Swiss Re Ltd. | 89.71% | Add +2917582.2% | 1,312,957 | $985.5M |
| Waverly Advisors, LLC | 5.64% | Add +3.9% | 1,297,944 | $972.0M |
| USS Investment Management Ltd | 3.80% | Reduce -57.7% | 1,283,922 | $962.7M |
| Alesco Advisors, LLC, An ESL Co | 22.03% | Reduce -0.9% | 1,283,781 | $961.4M |
| Mercer Global Advisors Inc. | 1.18% | Add +65.0% | 1,274,862 | $954.7M |
| Johnson Financial Group, Inc. | 31.21% | Reduce -0.8% | 1,267,369 | $949.1M |
| Constellation Investments, Inc. | 29.64% | Reduce -7.2% | 1,260,209 | $943.8M |
| Flputnam Investment Management Co. | 10.99% | Add +0.2% | 1,231,492 | $922.1M |
| Dynasty Wealth Management, LLC | 6.81% | Add +2.6% | 1,224,077 | $916.7M |
| Regions Financial Corp. | 5.40% | Add +4.6% | 1,208,439 | $905.0M |
| Adventist Health System Sunbelt Healthcare Corp. | 28.94% | Add +136.1% | 1,205,528 | $902.8M |
| Rockefeller Capital Management L.P. | 1.38% | Add +4.8% | 1,203,391 | $901.2M |
| Brevan Howard Capital Management LP | 13.28% | New | 1,202,676 | $898.2M |
| NewEdge Advisors, LLC | 2.64% | Add +34.6% | 1,183,931 | $886.6M |
| Blue Sparrow, LLC | 8.57% | Reduce -11.9% | 1,180,000 | $883.7M |
| MKP Capital Management, L.L.C. | 24.35% | Reduce -27.1% | 1,179,376 | $883.2M |
| Cambridge Investment Research Advisors, Inc. | 1.95% | Reduce -3.7% | 1,158,646 | $867.7M |
| Susquehanna International Group, LLP | 0.74% | Add +50.8% | 1,115,544 | $835.4M |
| BW Gestao de Investimentos Ltda. | 19.75% | Add +264.4% | 1,093,321 | $818.8M |
| Circle Wealth Management, LLC | 10.27% | Add +0.3% | 1,091,958 | $817.8M |
| Parallel Advisors, LLC | 12.37% | Add +1.1% | 1,080,659 | $809.3M |
| CI Investments Inc. | 2.56% | No change | 1,064,173 | $796.9M |
| Simplify Asset Management Inc. | 11.02% | Reduce -4.5% | 1,042,652 | $780.8M |
| Element Capital Management LLC | 41.71% | New | 1,025,266 | $767.8M |
| Thrivent Financial for Lutherans | 1.26% | Add +1.8% | 980,103 | $733.5M |
| Schroder Investment Management Group | 0.51% | Add +6.1% | 959,161 | $713.8M |
| Bessemer Group Inc. | 0.98% | Reduce -7.4% | 951,621 | $712.7M |
| Prime Capital Investment Advisors, LLC | 6.87% | Add +102.5% | 945,895 | $708.4M |
| Jasper Ridge Partners, L.P. | 14.98% | Reduce -34.2% | 938,059 | $702.5M |
| &partners | 2.88% | Add +10.0% | 936,468 | $702.0M |
| Jump Financial, LLC | 6.86% | Add +883.8% | 933,551 | $699.1M |
| Farther Finance Advisors, LLC | 5.36% | Add +8.0% | 913,970 | $684.4M |
| Coldstream Capital Management Inc. | 8.60% | Add +8.2% | 909,504 | $681.1M |
| Stifel Financial Corp. | 0.56% | Add +25.6% | 903,149 | $676.4M |
| Baird Financial Group, Inc. | 0.91% | Add +2.1% | 881,643 | $660.3M |
| Aspiriant, LLC | 15.91% | Add +30.0% | 860,648 | $644.5M |
| Franklin Resources Inc. | 0.14% | Add +3.2% | 859,858 | $644.1M |
| Japan Science & Technology Agency | 12.01% | No change | 847,800 | $634.9M |
| Norinchukin Bank, The | 5.97% | Add +71.7% | 819,080 | $613.4M |
| Nissay Asset Management Corp. /Japan | 2.57% | Add +44.7% | 813,104 | $608.9M |
| Quotient Wealth Partners, LLC | 14.18% | Add +1.1% | 801,678 | $600.4M |
| Kestra Advisory Services, LLC | 1.87% | Add +2.4% | 773,614 | $579.4M |
| Heritage Wealth Advisors | 19.33% | Add +10.9% | 752,076 | $563.2M |
| Assetmark, Inc. | 0.97% | Add +42.2% | 750,257 | $561.9M |
| P/E Global LLC | 36.02% | Add +8.8% | 749,698 | $561.4M |
| 1832 Asset Management L.P. | 0.68% | Reduce -3.9% | 742,159 | $555.8M |
| Matson Money. Inc. | 15.44% | Add +2.7% | 740,390 | $554.5M |
| FIL Ltd | 0.40% | Reduce -3.3% | 737,601 | $552.4M |
| Partners Capital Investment Group, LLP | 19.37% | Reduce -10.8% | 733,194 | $549.1M |
| Hantz Financial Services, Inc. | 7.39% | Add +21.7% | 729,647 | $546.4M |
| Conrad N. Hilton Foundation | 94.61% | Add +138.4% | 727,217 | $544.6M |
| Sanctuary Advisors, LLC | 2.52% | Add +50.8% | 723,733 | $542.0M |
| UMB Bank, n.a. | 6.86% | Add +0.3% | 723,246 | $541.6M |
| Freestone Capital Holdings, LLC | 13.99% | Add +4.1% | 717,828 | $537.6M |
| Balyasny Asset Management L.P. | 1.00% | New | 710,479 | $532.1M |
| WealthNavi Inc. | 4.12% | Add +9.7% | 702,867 | $526.4M |
| Avidian Wealth Enterprises, LLC | 14.54% | Add +3.2% | 700,246 | $524.4M |
| Beacon Pointe Advisors, LLC | 2.39% | Reduce -2.8% | 684,738 | $512.8M |
| Truepoint, Inc. | 10.49% | Reduce -3.6% | 671,007 | $502.5M |
| Cahaba Wealth Management, Inc. | 29.84% | Add +1.7% | 660,622 | $494.7M |
| Haverford Trust Co | 4.26% | Add +8.0% | 659,358 | $493.8M |
| JB Capital LLC | 17.03% | Add +69.0% | 656,924 | $492.0M |
| Orgel Wealth Management, LLC | 9.18% | Add +6.0% | 646,536 | $484.2M |
| GTS Securities LLC | 10.00% | Add +212.1% | 632,974 | $474.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2.95% | Add +82.3% | 530,459 | $474.3M |
| Teacher Retirement System of Texas | 1.27% | No change | 632,560 | $473.7M |
| CKW Financial Group | 46.36% | Add +0.1% | 629,862 | $471.8M |
| HSBC Holdings PLC | 0.23% | Add +261.0% | 625,211 | $468.3M |
| AQR Capital Management | 0.16% | Add +19.0% | 622,892 | $466.5M |
| Genworth Financial Inc | 92.66% | No change | 601,470 | $450.4M |
| Robinhood Asset Management, LLC | 23.94% | Add +31.4% | 597,470 | $447.4M |
| Moneta Group Investment Advisors LLC | 3.22% | Add +5.3% | 580,170 | $434.5M |
| Leith Wheeler Investment Counsel Ltd. | 32.80% | Reduce -0.1% | 576,529 | $431.8M |
| OP Asset Management Ltd | 4.55% | Reduce -0.1% | 570,093 | $426.9M |
| Legacy Wealth Management, LLC | 22.13% | Add +1.3% | 564,713 | $422.9M |
| Bleakley Financial Group, LLC | 5.38% | Add +8.1% | 563,885 | $422.3M |
| Quantinno Capital Management LP | 0.50% | Add +29.6% | 558,235 | $418.1M |
| Midland Wealth Advisors, LLC | 19.53% | Add +1.3% | 554,879 | $415.5M |
| Clark Capital Management Group, Inc. | 2.26% | Reduce -0.7% | 554,074 | $414.9M |
| Steward Partners Investment Advisory, LLC | 2.10% | Reduce -21.9% | 548,973 | $411.1M |
| Fort Washington Investment Advisors Inc. | 2.06% | Reduce -0.1% | 547,391 | $409.9M |
| Meitav Investment House Ltd. | 2.74% | New | 543,750 | $407.2M |
| Swan Global Investments, LLC | 18.52% | Reduce -10.7% | 541,901 | $405.8M |
| GR Financial Group, LLC | 54.80% | Add +262.6% | 538,536 | $403.3M |
| Klingman & Associates, LLC | 16.92% | Add +0.8% | 530,731 | $397.5M |
| Sigma Investment Counselors Inc. | 19.35% | Reduce -9.7% | 530,151 | $397.0M |
| Bank of Finland | 25.47% | Add +0.3% | 524,956 | $393.1M |
| Soundwatch Capital LLC | 43.56% | Reduce -3.6% | 524,081 | $392.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.35% | Reduce -2.6% | 523,959 | $392.4M |
| Equitable Holdings, Inc. | 2.32% | Reduce -20.2% | 517,971 | $387.9M |
| AE Wealth Management LLC | 1.81% | Reduce -3.4% | 517,659 | $387.7M |
| Ally Invest Advisors Inc. | 23.22% | Add +0.4% | 513,402 | $384.5M |
| Fifth Third Wealth Advisors LLC | 10.71% | Add +2.8% | 511,496 | $383.1M |
| CIBC Bancorp USA Inc. | 0.46% | Add +9.2% | 501,517 | $375.6M |
| State Street Corp. | 0.01% | Reduce -6.2% | 499,630 | $374.2M |
| Halbert Hargrove Global Advisors, LLC | 16.05% | Reduce -1.9% | 492,680 | $369.0M |
| Foundations Investment Advisors, LLC | 3.78% | Add +114.5% | 490,520 | $367.3M |
| Blair William & Co. | 0.95% | Reduce -0.2% | 484,704 | $363.0M |
| Traphagen Investment Advisors LLC | 25.81% | Add +1.3% | 482,471 | $361.3M |
| Commerce Bank | 1.57% | Add +1.7% | 476,427 | $356.8M |
| Ritholtz Wealth Management | 5.31% | Reduce -9.7% | 475,333 | $356.0M |
| Crestwood Advisors Group, LLC | 5.28% | Add +9.2% | 475,264 | $355.9M |
| Orion Porfolio Solutions, LLC | 2.70% | Add +8.3% | 470,599 | $352.4M |
| Wellspring Financial Advisors, LLC | 22.87% | Add +1085.0% | 4,794,502 | $347.2M |
| Hirtle & Co., LLC | 11.67% | Reduce -1.4% | 445,526 | $333.6M |
| Gotham Asset Management | 0.78% | Add +2.3% | 445,224 | $333.4M |
| Citizens Financial Group Inc. | 4.00% | Reduce -1.1% | 443,357 | $332.0M |
| Arax Advisory Partners | 2.16% | Add +225.4% | 434,087 | $325.1M |
| Zions Bancorporation, National Association | 19.44% | Add +2.4% | 433,693 | $324.8M |
| Clearstead Advisors, LLC | 3.07% | Reduce -0.9% | 433,690 | $324.8M |
| Prosperity Consulting Group, LLC | 12.26% | Reduce -2.2% | 432,475 | $323.9M |
| Sun Life Financial Inc. | 16.57% | Reduce -0.1% | 431,993 | $323.5M |
| Fragasso Financial Advisors Inc | 17.07% | Add +0.3% | 426,551 | $319.4M |
| Atria Investments, Inc | 3.18% | Add +71.7% | 423,685 | $317.3M |
| Planning Alternatives Ltd. | 33.40% | Add +0.1% | 415,929 | $311.5M |
| LBMC Investment Advisors, LLC | 16.98% | Reduce -1.1% | 415,571 | $311.2M |
| Adventist Health System/ West | 47.54% | No change | 405,108 | $303.4M |
| BNP Paribas Financial Markets | 0.16% | Reduce -49.0% | 401,381 | $300.6M |
| Whittier Trust Co. | 2.95% | Reduce -1.2% | 397,105 | $299.7M |
| Agave Capital Management Ltd | 32.58% | Reduce -34.0% | 398,000 | $298.1M |
| Allspring Global Investments Holdings, LLC | 0.46% | Reduce -7.9% | 397,724 | $297.9M |
| BSN CAPITAL PARTNERS Ltd | 13.46% | Reduce -32.9% | 400,032 | $297.7M |
| Integrated Wealth Concepts LLC | 1.94% | Add +10.9% | 396,510 | $296.9M |
| Wealthspire Retirement, LLC | 16.19% | Reduce -15.9% | 389,343 | $295.2M |
| Farmers & Merchants Investments Inc. | 7.09% | Add +0.7% | 390,589 | $292.5M |
| Hancock Whitney Corp. | 4.84% | Add +1.9% | 387,692 | $290.3M |
| Apollon Wealth Management, LLC | 3.51% | Add +15.0% | 385,273 | $288.5M |
| EP Wealth Advisors, LLC | 1.10% | Add +0.4% | 384,493 | $287.9M |
| Steele Capital Management, Inc. | 10.41% | Add +0.2% | 377,597 | $282.8M |
| Lido Advisors, LLC | 1.01% | Reduce -10.8% | 374,926 | $280.8M |
| Principal Securities, Inc. | 3.35% | Add +20.1% | 371,938 | $278.5M |
| Ballentine Partners, LLC | 3.39% | Add +0.5% | 370,566 | $277.5M |
| Abundance Wealth Counselors | 17.72% | Add +68.3% | 364,474 | $273.0M |
| Daiwa Securities Group Inc. | 0.62% | Add +32.1% | 364,060 | $272.6M |
| Heck Capital Advisors, LLC | 16.20% | Add +21.8% | 362,101 | $271.2M |
| Sagespring Wealth Partners, LLC | 4.16% | Add +4.1% | 361,188 | $270.5M |
| First Hawaiian Bank | 34.18% | Reduce -0.8% | 360,377 | $269.9M |
| Teramo Advisors, LLC | 65.80% | Add +22.0% | 360,000 | $269.6M |
| Toews Corp. | 38.85% | Reduce -5.3% | 355,690 | $266.4M |
| Merit Financial Group, LLC | 1.64% | Add +10.0% | 353,499 | $264.7M |
| Ashford Advisors, LLC | 52.83% | Reduce -5.1% | 341,964 | $256.1M |
| Prudential PLC | 1.69% | Reduce -5.0% | 339,989 | $254.6M |
| Sofi Wealth, LLC | 10.19% | Add +5.0% | 338,161 | $253.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.48% | Reduce -17.0% | 336,655 | $252.1M |
| Stratos Wealth Partners, LTD. | 2.54% | Reduce -2.1% | 334,967 | $250.9M |
| Wellington Management Group LLP | 0.04% | Reduce -9.3% | 334,327 | $250.4M |
| Endurance Services Ltd | 38.14% | No change | 332,601 | $249.1M |
| Vantagepoint Investment Advisers LLC | 1.85% | Reduce -2.1% | 330,724 | $247.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.54% | Add +8.2% | 330,345 | $247.4M |
| FORM Wealth Advisors, LLC | 27.18% | Add +10.9% | 330,048 | $247.2M |
| Legacy Private Trust Co. | 13.65% | Reduce -1.3% | 326,335 | $244.4M |
| Holocene Advisors, LP | 0.56% | New | 326,000 | $244.1M |
| TFC Financial Management, Inc. | 26.99% | Reduce -2.4% | 325,201 | $243.5M |
| Centiva Capital, LP | 8.13% | New | 319,957 | $240.2M |
| RKL Wealth Management LLC | 18.88% | Reduce -1.9% | 316,312 | $236.9M |
| Taiyo Life Insurance Co. | 21.59% | No change | 315,475 | $236.3M |
| Glenview Trust Co | 3.25% | Add +2.5% | 313,435 | $234.7M |
| Element Pointe Advisors, LLC | 37.76% | Add +2.7% | 313,184 | $234.5M |
| Tidal Investments LLC | 0.56% | Reduce -3.4% | 311,155 | $233.0M |
| Tarbox Family Office, Inc. | 33.29% | Reduce -1.1% | 310,326 | $232.4M |
| Armstrong Advisory Group, Inc. | 13.88% | Reduce -28.3% | 304,339 | $227.9M |
| Gryphon Financial Partners LLC | 20.45% | Add +3.3% | 303,755 | $227.5M |
| BLB&B Advisors, LLC | 8.30% | Add +5.4% | 302,996 | $226.9M |
| Summit Financial, LLC | 2.47% | Add +17.8% | 301,387 | $225.7M |
| First Foundation Advisors | 8.09% | Add +1.5% | 300,496 | $225.0M |
| Daido Life Insurance Co. | 30.50% | Reduce -10.7% | 299,416 | $224.2M |
| Federation des caisses Desjardins du Quebec | 0.69% | Add +4.6% | 298,406 | $223.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.69% | Reduce -0.8% | 295,817 | $222.0M |
| Analyst IMS Investment Management Services Ltd. | 5.10% | Reduce -5.9% | 293,062 | $219.5M |
| First Citizens Bank & Trust Co. | 3.27% | Add +82.0% | 292,212 | $218.8M |
| Bluespring Wealth Management, LLC | 4.19% | Add +3544.2% | 291,175 | $218.1M |
| DT Investment Partners, LLC | 16.03% | Add +7.5% | 287,172 | $215.1M |
| Sigma Planning Corp | 5.33% | Reduce -5.3% | 282,773 | $211.8M |
| True Link Financial Advisors, LLC | 12.21% | Add +0.3% | 282,065 | $211.2M |
| Ellenbecker Investment Group | 24.55% | Reduce -1.5% | 281,564 | $210.9M |
| Linscomb Wealth, Inc. | 9.11% | Reduce -1.9% | 280,720 | $210.2M |
| Lazard Asset Management LLC | 0.32% | Reduce -3.6% | 280,547 | $210.1M |
| Gilbert & Cook, Inc. | 23.80% | Reduce -0.4% | 276,102 | $206.8M |
| Mizuho Markets Cayman LP | 7.75% | Add +375.4% | 275,717 | $206.5M |
| Goelzer Investment Management, Inc. | 8.95% | Reduce -1.9% | 274,215 | $205.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.12% | Add +13.5% | 273,030 | $204.5M |
| Dakota Wealth Management | 3.87% | Add +0.5% | 270,046 | $202.2M |
| Ullmann Wealth Partners Group, LLC | 18.37% | Reduce -1.2% | 269,865 | $202.1M |
| Lee Financial Co | 25.71% | Reduce -0.2% | 268,900 | $201.4M |
| Atlantic Union Bankshares Corp | 3.34% | Add +4.5% | 266,831 | $199.8M |
| Bank Hapoalim BM | 13.69% | New | 266,000 | $199.2M |
| Mandatum Life Insurance Co Ltd | 36.34% | Add +6.1% | 262,136 | $196.3M |
| Planning Project LLC | 39.09% | — | 254,452 | $196.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.19% | Add +6.3% | 258,792 | $193.8M |
| Quadrant Capital Group LLC | 5.31% | Add +2.6% | 258,614 | $193.7M |
| Icon Wealth Advisors, LLC | 11.66% | Add +37.7% | 258,581 | $193.6M |
| Leverty Financial Group, LLC | 37.60% | Add +0.2% | 258,159 | $193.3M |
| Calamos Wealth Management LLC | 5.85% | Reduce -1.6% | 254,836 | $190.8M |
| Lowe Brockenbrough & Co. Inc. | 8.49% | Reduce -1.6% | 254,751 | $190.8M |
| Advisory Services Network, LLC | 2.17% | Add +9.0% | 254,571 | $190.6M |
| Bangor Savings Bank | 13.82% | Reduce -9.8% | 250,986 | $188.0M |
| Main Management Fund Advisors LLC | 13.24% | Reduce -69.1% | 250,100 | $187.3M |
| HRT Financial LP | 0.34% | Add +349.9% | 249,853 | $187.1M |
| Mesirow Financial Investment Management, Inc. | 2.91% | Add +1.3% | 246,977 | $185.0M |
| Bridges Investment Management Inc. | 2.25% | Add +6.4% | 246,971 | $185.0M |
| Montag A & Associates Inc. | 7.81% | Add +1.6% | 246,507 | $184.6M |
| Valeo Financial Advisors, LLC | 3.86% | Add +2.6% | 328,514 | $182.9M |
| Modera Wealth Management, LLC | 1.92% | Reduce -1.6% | 239,848 | $179.6M |
| Resonant Capital Advisors, LLC | 8.44% | Reduce -2.6% | 235,812 | $176.6M |
| Brookstone Capital Management | 1.76% | Add +21.4% | 233,815 | $175.1M |
| Mizuho Markets Americas LLC | 3.13% | Reduce -6.3% | 233,420 | $174.8M |
| Manufacturers Life Insurance Company, The | 0.14% | Add +281.8% | 233,323 | $174.5M |
| Orrstown Financial Services Inc. | 25.85% | Add +1.5% | 232,565 | $174.2M |
| JNBA Financial Advisors | 13.16% | Reduce -4.0% | 232,149 | $173.9M |
| Spire Wealth Management | 5.25% | Reduce -1.8% | 231,914 | $173.7M |
| Fulton Breakefield Broenniman LLC | 10.17% | Reduce -0.5% | 230,377 | $172.5M |
| Arrowstreet Capital, Limited Partnership | 0.08% | Reduce -29.3% | 229,676 | $172.0M |
| NorthCoast Asset Management LLC | 3.79% | Reduce -5.1% | 228,483 | $171.1M |
| Financial Synergies Wealth Advisors, Inc. | 14.46% | Reduce -2.0% | 227,842 | $170.6M |
| RPTC Inc. | 28.48% | Reduce -1.0% | 225,810 | $169.1M |
| BBR Partners, LLC | 7.90% | Add +20.9% | 224,946 | $168.5M |
| Bank of Hawaii | 8.28% | Reduce -3.4% | 224,165 | $167.9M |
| Single Point Partners, LLC | 29.35% | Reduce -0.6% | 222,628 | $166.7M |
| Home Federal Bank of Tennessee | 35.76% | Add +0.2% | 221,268 | $165.7M |
| OneDigital Investment Advisors LLC | 1.40% | Reduce -0.5% | 220,668 | $165.3M |
| HB Wealth Management, LLC | 0.93% | Reduce -1.8% | 220,501 | $165.1M |
| Capital Analysts, LLC | 3.79% | Add +18.2% | 219,719 | $164.5M |
| Ferguson Wellman Capital Management, Inc. | 2.01% | Add +4.6% | 219,648 | $164.5M |
| Eastern Bank | 2.50% | Add +7.4% | 217,993 | $163.3M |
| Caliber Wealth Management, LLC / KS | 15.70% | Reduce -0.6% | 217,143 | $162.6M |
| Geneos Wealth Management Inc. | 3.30% | Add +4.0% | 215,810 | $161.6M |
| Crewe Advisors LLC | 11.66% | Reduce -0.7% | 214,948 | $161.0M |
| JGP Wealth Management, LLC | 14.39% | Add +13.6% | 214,133 | $160.4M |
| First Interstate Bank | 8.34% | Add +3.5% | 213,448 | $159.8M |
| Callan Family Office, LLC | 3.11% | Add +5.7% | 212,091 | $158.8M |
| Narwhal Capital Management | 10.97% | Add +0.2% | 212,038 | $158.8M |
| Mackenzie Financial Corp. | 0.16% | Add +5.8% | 210,708 | $157.8M |
| FFT Wealth Management LLC | 24.56% | Add +28.2% | 209,297 | $156.7M |
| Mutual Advisors, LLC | 2.95% | Add +1.2% | 209,128 | $156.6M |
| PKO Investment Management Joint-Stock Co | 11.35% | Add +2.9% | 208,689 | $156.3M |
| Kapitalo Investimentos Ltda | 12.26% | Add +201.2% | 208,479 | $156.1M |
| HORAN Wealth, LLC | 19.51% | Reduce -46.9% | 208,416 | $156.1M |
| Stairway Partners, LLC | 7.29% | Reduce -1.5% | 206,666 | $154.8M |
| Mason Street Advisors, LLC | 13.93% | Reduce -2.5% | 206,485 | $154.6M |
| Defiance ETFs, LLC | 2.15% | Reduce -2.3% | 205,875 | $154.2M |
| Counterpoint Mutual Funds LLC | 15.24% | New | 205,717 | $154.1M |
| Rezny Wealth Management, Inc. | 28.07% | Add +2.5% | 205,661 | $154.0M |
| Alternative Investment Advisors, LLC. | 59.34% | Add +2.2% | 204,888 | $153.4M |
| Global Retirement Partners, LLC | 2.33% | — | 203,286 | $152.2M |
| ESL Trust Services, LLC | 25.85% | Add +0.3% | 202,449 | $151.6M |
| Phillips Financial Management, LLC | 11.09% | Reduce -9.2% | 201,998 | $151.3M |
| Concurrent Investment Advisors, LLC | 1.28% | Add +24.2% | 199,808 | $149.6M |
| Advisors Capital Management, LLC | 1.61% | Add +4.6% | 199,270 | $149.2M |
| Financial Engines Advisors L.L.C. | 0.27% | Reduce -3.9% | 199,252 | $149.2M |
| Modern Wealth Management, LLC | 1.78% | Add +25.9% | 198,582 | $148.7M |
| Winthrop Advisory Group LLC | 9.98% | Add +5.2% | 197,805 | $148.1M |
| Pure Financial Advisors, LLC | 1.89% | Reduce -0.1% | 196,358 | $147.1M |
| Securian Asset Management, Inc. | 5.25% | Reduce -1.8% | 195,555 | $146.0M |
| Catalyst Financial Partners LLC | 14.47% | Reduce -3.1% | 194,787 | $145.9M |
| Core Wealth Advisors, Inc. | 29.14% | Add +1.5% | 193,554 | $145.0M |
| Stock Yards Bank & Trust Co. | 4.14% | Add +3.1% | 192,974 | $144.5M |
| Hennion & Walsh Asset Management, Inc. | 4.09% | Add +7.9% | 191,514 | $143.4M |
| Valley Forge Investment Consultants Inc. Adv | 36.40% | Add +3.2% | 188,749 | $141.4M |
| Alps Advisors Inc. | 0.66% | Add +4.5% | 188,524 | $141.2M |
| Savant Capital, LLC | 0.41% | Add +48.4% | 185,143 | $139.9M |
| Integrity Alliance, Llc. | 4.39% | Add +2.0% | 186,235 | $139.5M |
| Capital Investment Advisors, LLC | 1.83% | Add +1.1% | 185,066 | $138.6M |
| Investment Management Corp of Ontario | 1.74% | Reduce -12.7% | 183,906 | $137.7M |
| Cardinal Strategic Wealth Guidance | 31.09% | Add +35.9% | 183,116 | $137.1M |
| D.A. Davidson & Co. | 0.76% | Add +3.7% | 182,675 | $136.8M |
| RiverFront Investment Group, LLC | 1.80% | Add +0.8% | 181,711 | $136.1M |
| Summit Financial Strategies, Inc. | 9.50% | Add +7.8% | 180,782 | $135.4M |
| North Dakota State Investment Board | 5.47% | Add +60.0% | 179,687 | $134.6M |
| Cape Cod Five Cents Savings Bank | 10.93% | — | 179,593 | $134.5M |
| Composition Wealth, LLC | 1.58% | Reduce -16.8% | 179,336 | $134.3M |
| Rwa Wealth Partners, LLC | 1.29% | Add +3.0% | 179,288 | $134.3M |
| TCP Asset Management, LLC | 15.16% | Add +2.7% | 178,510 | $133.7M |
| Financial Advisory Corp | 17.68% | Reduce -3.1% | 178,067 | $133.4M |
| BSW Wealth Partners | 14.65% | Reduce -3.6% | 175,944 | $131.8M |
| Whittier Trust Co. of Nevada Inc. | 2.47% | Add +2.8% | 175,396 | $131.7M |
| King Wealth Management Group | 14.35% | Add +1.9% | 175,250 | $131.2M |
| SG Americas Securities, LLC | 0.08% | Add +49.1% | 174,996 | $131.1M |
| Chandler Asset Management, Inc. | 18.38% | Reduce -7.7% | 174,221 | $130.5M |
| Hancock Prospecting Pty Ltd | 2.28% | New | 174,000 | $130.3M |
| Ieq Capital, LLC | 0.60% | Reduce -7.5% | 173,789 | $130.1M |
| Vise Technologies, Inc. | 1.46% | Add +111.2% | 172,579 | $129.2M |
| McKinley Carter Wealth Services, Inc. | 6.64% | Add +2.5% | 171,795 | $128.7M |
| St. Clair Advisors, LLC | 33.03% | Reduce -3.7% | 171,431 | $128.4M |
| Regal Investment Advisors LLC | 6.58% | Add +24.8% | 168,826 | $126.4M |
| Perigon Wealth Management, LLC | 2.00% | Reduce -0.8% | 168,683 | $126.3M |
| Bryn Mawr Trust Advisors, LLC | 5.48% | Reduce -0.4% | 167,801 | $125.7M |
| Arkadios Wealth Advisors | 1.91% | Add +1.6% | 166,177 | $124.4M |
| Sharkey, Howes & Javer | 15.00% | Add +52.6% | 165,780 | $124.2M |
| Forvis Mazars Wealth Advisors, LLC | 2.07% | Reduce -3.5% | 165,195 | $123.7M |
| Robertson Stephens Wealth Management, LLC | 3.00% | Reduce -8.3% | 162,845 | $122.0M |
| First National Bank of Omaha | 3.44% | Add +7.9% | 163,739 | $121.9M |
| Chevy Chase Trust Holdings, LLC | 0.31% | Add +6.2% | 162,535 | $121.7M |
| Requisite Capital Management, LLC | 19.94% | Reduce -1.7% | 160,808 | $120.4M |
| 3EDGE Asset Management, LP | 5.33% | Add +4.1% | 159,686 | $119.6M |
| First Commonwealth Financial Corp | 16.72% | Reduce -0.6% | 159,542 | $119.5M |
| Amtrust Financial Services, Inc. | 35.19% | No change | 158,000 | $118.3M |
| StoneX Group Inc. | 4.76% | Reduce -0.4% | 157,700 | $118.1M |
| Compound Planning, Inc. | 3.09% | Add +9.0% | 157,511 | $118.0M |
| Integrated Advisors Network LLC | 5.42% | Add +11.1% | 157,389 | $117.9M |
| PDS Planning, Inc | 6.82% | Add +2.4% | 157,386 | $117.9M |
| Bricktown Capital, LLC | 21.22% | Reduce -7.9% | 156,845 | $117.5M |
| Wealth Group Ltd | 22.43% | Add +0.1% | 156,518 | $117.2M |
| Cibc World Market Inc. | 0.20% | Add +12.5% | 156,263 | $117.0M |
| Allstate Corp. | 1.17% | Reduce -24.0% | 156,000 | $116.8M |
| Garda Capital Partners LP | 81.96% | New | 154,082 | $115.4M |
| Ironclad Investments LLC | 49.39% | Reduce -1.0% | 153,639 | $115.1M |
| Wilmington Savings Fund Society, FSB | 2.57% | Reduce -0.7% | 153,582 | $115.0M |
| Proathlete Wealth Management LLC | 28.45% | Reduce -1.2% | 153,501 | $115.0M |
| Swmg, LLC | 26.86% | Add +51.7% | 151,003 | $114.0M |
| RTD Financial Advisors, Inc. | 12.39% | Add +1.9% | 151,738 | $113.6M |
| Banco Santander, S.A. | 0.71% | Add +18.4% | 151,600 | $113.5M |
| Unique Wealth, LLC | 13.22% | Reduce -0.6% | 151,429 | $113.4M |
| Glenmede Trust Co. NA | 0.50% | Reduce -12.9% | 151,365 | $113.4M |
| Satovsky Asset Management LLC | 18.05% | Reduce -0.2% | 151,191 | $113.2M |
| Trilogy Capital Inc. | 4.41% | Add +4.4% | 150,835 | $113.0M |
| SteelPeak Wealth, LLC | 2.95% | Add +56.1% | 150,012 | $112.3M |
| AdvisorNet Financial, Inc | 5.12% | Add +4.3% | 149,520 | $112.0M |
| WealthPlan Investment Management, LLC | 5.56% | Add +19.3% | 149,301 | $111.8M |
| Arcataur Capital Management LLC | 27.12% | Reduce -1.0% | 146,111 | $109.4M |
| Grant Street Asset Management, Inc. | 17.79% | Add +1.3% | 144,976 | $108.6M |
| Cantor Fitzgerald, L. P. | 2.10% | Add +5.4% | 144,905 | $108.5M |
| Arvest Bank Trust Division | 5.28% | Reduce -0.7% | 144,760 | $108.4M |
| Betterment LLC | 0.18% | Reduce -1.4% | 144,753 | $108.4M |
| Bull Oak Capital, LLC | 36.08% | Add +21.5% | 144,614 | $108.3M |
| Baker Avenue Asset Management, LP | 2.05% | Add +1.8% | 144,124 | $107.9M |
| Tectonic Advisors LLC | 5.18% | Add +5.9% | 143,909 | $107.8M |
| Tortoise Investment Management, LLC | 7.98% | Reduce -1.6% | 142,937 | $107.0M |
| Pinnacle Associates Ltd. | 1.16% | Reduce -0.3% | 142,460 | $106.7M |
| Old National Bancorp | 2.12% | Reduce -7.8% | 142,095 | $106.4M |
| Smartleaf Asset Management LLC | 3.44% | No change | 142,225 | $105.8M |
| Private Wealth Asset Management, LLC | 10.19% | Reduce -2.1% | 141,287 | $105.8M |
| Ritter Daniher Financial Advisory LLC / DE | 16.02% | Reduce -0.9% | 140,529 | $105.2M |
| Great Lakes Advisors, LLC | 0.79% | Reduce -5.5% | 139,445 | $104.4M |
| Gray Private Wealth, LLC | 45.11% | Add +2.5% | 139,376 | $104.4M |
| Stone House Investment Management, LLC | 13.87% | Add +38.1% | 139,300 | $104.3M |
| Progeny 3, Inc. | 5.37% | No change | 139,069 | $104.1M |
| Accredited Investors Inc. | 4.47% | Add +2.6% | 138,176 | $103.5M |
| Physician Wealth Advisors, Inc. | 12.30% | Reduce -0.5% | 137,564 | $103.0M |
| Lodestar Private Asset Management LLC | 8.88% | Add +1.9% | 137,118 | $102.7M |
| Simon Quick Advisors, LLC | 4.13% | Add +3.7% | 136,664 | $102.3M |
| Jupiter Topco LLC | 0.04% | — | 136,281 | $102.1M |
| Alaska Permanent Capital Management, LLC | 6.65% | Reduce -0.3% | 135,686 | $101.8M |
| Pine Ridge Advisers LLC | 6.24% | Add +0.0% | 135,052 | $101.1M |
| BankPlus Trust Department | 23.65% | Add +0.1% | 134,984 | $101.1M |
| Consolidated Portfolio Review Corp | 8.42% | Add +0.0% | 134,978 | $101.1M |
| Bryant Woods Investment Advisors, LLC | 27.99% | Add +3.3% | 134,386 | $100.6M |
| Harbour Investments, Inc. | 1.34% | Add +7.2% | 132,375 | $99.1M |
| Asio Capital, LLC | 12.69% | Reduce -7.7% | 132,328 | $99.1M |
| Choreo, LLC | 1.09% | Reduce -5.5% | 132,103 | $98.9M |
| Buck Wealth Strategies, LLC | 10.33% | Add +6.3% | 131,827 | $98.7M |
| Ssi Investment Management LLC | 33.85% | Add +33.4% | 131,439 | $98.4M |
| Bokf, NA | 1.35% | Add +0.8% | 131,220 | $98.3M |
| Focus Partners Advisor Solutions, LLC | 0.83% | Add +12.6% | 130,156 | $97.5M |
| Country Trust Bank | 1.71% | Reduce -3.5% | 130,054 | $97.4M |
| JSF Financial, LLC | 15.62% | Add +1.8% | 129,530 | $97.0M |
| Centerpoint Advisors, LLC | 27.53% | Add +0.8% | 129,473 | $97.0M |
| Natixis Advisors, LLC | 0.11% | Add +7.6% | 129,349 | $96.9M |
| AMG National Trust Bank | 1.98% | Reduce -21.9% | 128,402 | $96.2M |
| Financial Partners Group, Inc | 9.73% | Add +3.9% | 127,920 | $95.8M |
| Diversify Advisory Services, LLC | 1.60% | New | 128,359 | $95.3M |
| Diversify Wealth Management, LLC | 1.60% | Add +26.6% | 128,359 | $95.3M |
| Curi Capital, LLC | 1.47% | Reduce -8.8% | 127,183 | $95.2M |
| Amarillo National Bank | 15.25% | Reduce -0.3% | 127,047 | $95.1M |
| NerdWallet Wealth Partners, LLC | 32.78% | Add +11.6% | 127,022 | $95.1M |
| New England Professional Planning Group Inc. | 35.46% | Reduce -0.7% | 126,855 | $95.0M |
| Hudock, Inc. | 12.16% | Reduce -0.4% | 126,814 | $95.0M |
| Cambridge Associates LLC /Ma/ | 1.37% | Reduce -18.9% | 126,494 | $94.7M |
| Meridian Wealth Advisors, LLC | 10.76% | Add +3.4% | 126,391 | $94.7M |
| Missouri Education Pension Trust | 34.00% | Reduce -43.0% | 124,141 | $93.0M |
| Bluesphere Advisors LLC | 28.68% | Reduce -0.3% | 124,080 | $92.9M |
| Well Done, LLC | 12.49% | Add +1.3% | 124,013 | $92.9M |
| Focus Financial Network, Inc. | 2.86% | Add +9.3% | 123,492 | $92.5M |
| Coyle Financial Counsel LLC | 16.78% | Add +2.6% | 122,731 | $91.9M |
| Victory Capital Management Inc. | 0.05% | Reduce -18.1% | 122,102 | $91.4M |
| Independent Financial Group, LLC | 1.71% | Add +29.6% | 122,036 | $91.4M |
| Mascoma Wealth Management LLC | 16.93% | Add +2.9% | 121,926 | $91.3M |
| McNamara Financial Services, Inc. | 15.73% | Reduce -0.1% | 121,796 | $91.2M |
| Allworth Financial LP | 0.39% | Reduce -4.4% | 121,498 | $91.0M |
| Genoa Capital Gestora de Recursos Ltda. | 45.45% | Add +66.9% | 121,200 | $90.8M |
| Foster Group, Inc. | 2.40% | Add +5.5% | 120,402 | $90.2M |
| Clal Insurance Enterprises Holdings Ltd | 0.40% | New | 120,000 | $89.9M |
| Ameritas Advisory Services, LLC | 1.81% | Add +149.0% | 119,791 | $89.7M |
| Guggenheim Capital LLC | 0.58% | Add +7.4% | 119,723 | $89.7M |
| Cerity Partners OCIO LLC | 4.49% | New | 118,343 | $88.6M |
| Titan Global Capital Management USA LLC | 11.17% | Add +10.3% | 117,802 | $88.2M |
| Courier Capital LLC | 4.40% | Add +0.8% | 117,740 | $88.2M |
| Balentine LLC | 3.12% | Add +0.1% | 117,337 | $87.9M |
| SCS Capital Management LLC | 0.82% | Reduce -0.1% | 116,381 | $87.2M |
| Central Pacific Bank - Trust Division | 9.16% | Add +22.6% | 115,979 | $86.9M |
| Passaic Partners LLC | 8.27% | Add +11.7% | 115,530 | $86.5M |
| Wealth Architects, LLC | 6.83% | Reduce -0.2% | 115,487 | $86.5M |
| World Investment Advisors | 1.43% | Add +15.9% | 122,271 | $86.3M |
| Savvy Advisors, Inc. | 1.84% | Reduce -7.3% | 115,160 | $86.2M |
| Kestra Private Wealth Services, LLC | 0.95% | Reduce -2.9% | 115,097 | $86.2M |
| Visionary Wealth Advisors | 3.40% | Add +9.0% | 114,825 | $86.0M |
| Shepherd Financial Partners LLC | 7.04% | Add +68.8% | 114,456 | $85.7M |
| Vision Capital Management, Inc. | 9.74% | Reduce -1.8% | 113,897 | $85.3M |
| Towercrest Capital Management | 11.84% | Add +8.9% | 113,426 | $84.9M |
| Citigroup Inc. | 0.04% | Add +28.9% | 113,409 | $84.9M |
| PJT Investments Corp. | 28.69% | Add +6.6% | 113,296 | $84.8M |
| Smith, Moore & Co. | 5.46% | Add +2.6% | 112,291 | $84.1M |
| J.W. Cole Advisors, Inc. | 1.44% | New | 112,278 | $84.1M |
| Tower Research Capital LLC (TRC) | 2.06% | New | 112,156 | $84.0M |
| Ashton Thomas Private Wealth, LLC | 1.74% | Add +12.7% | 111,606 | $83.6M |
| PAX Financial Group, LLC | 12.42% | Add +80.8% | 111,568 | $83.6M |
| Gladstone Institutional Advisory LLC | 2.63% | Add +6.3% | 111,015 | $83.1M |
| Strategic Point Investment Advisors, LLC | 10.81% | Add +3.5% | 110,810 | $83.0M |
| Deutsche Bank AG | 0.02% | Reduce -5.9% | 110,722 | $82.9M |
| Baltimore-Washington Financial Advisors, Inc. | 3.10% | Add +4.1% | 110,359 | $82.6M |
| HighMark Wealth Management LLC | 27.57% | Reduce -6.0% | 109,892 | $82.3M |
| Waller Financial Planning Group, Inc. | 16.88% | Add +0.5% | 109,476 | $82.0M |
| Heritage Investment Group, Inc. | 10.98% | Add +1.6% | 109,155 | $81.7M |
| Affinity Capital Advisors, LLC | 10.08% | Add +3.0% | 108,112 | $81.6M |
| MidFirst Bank | 5.79% | Add +0.1% | 108,944 | $81.6M |
| Ewa, LLC | 14.88% | Add +30.2% | 108,794 | $81.5M |
| Destination Wealth Management | 1.90% | Add +2.0% | 108,582 | $81.3M |
| Stewardship Advisors, LLC | 16.82% | Add +27.6% | 108,102 | $81.0M |
| CLG LLC | 17.60% | Add +4.3% | 107,058 | $80.2M |
| Golden State Wealth Management, LLC | 7.30% | Add +5.5% | 106,900 | $80.1M |
| National Bank of Canada | 0.07% | Add +49.1% | 106,161 | $79.5M |
| TD Waterhouse Canada Inc. | 0.21% | Add +9.5% | 106,124 | $79.5M |
| Beam Wealth Advisors, Inc. | 17.45% | Reduce -6.0% | 105,678 | $79.1M |
| Earned Wealth Advisors, LLC | 5.11% | Add +9.9% | 105,677 | $79.1M |
| BOK Financial Private Wealth, Inc. | 4.05% | Reduce -1.3% | 105,489 | $79.0M |
| Oppenheimer & Co. Inc. | 0.84% | Add +1.2% | 105,288 | $78.8M |
| Brown Wealth Management, LLC | 17.58% | Add +2.0% | 104,951 | $78.6M |
| Pinnacle Financial Partners, Inc. | 0.53% | Add +0.0% | 104,089 | $78.0M |
| Argent Trust Co | 2.25% | Add +9.1% | 103,867 | $77.8M |
| Ironwood Financial, llc | 12.10% | Reduce -3.1% | 102,670 | $77.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 5.18% | Add +1.5% | 102,622 | $76.9M |
| Roth Financial Partners LLC | 22.83% | Add +5.0% | 102,531 | $76.8M |
| Snowden Capital Advisors LLC | 1.82% | Add +7.3% | 102,340 | $76.6M |
| HWG Holdings LP | 17.26% | Add +7.7% | 101,924 | $76.3M |
| Standpoint Asset Management, LLC | 15.90% | No change | 101,300 | $75.9M |
| Elevation Point Wealth Partners, LLC | 1.40% | Add +13.3% | 100,954 | $75.6M |
| Bar Harbor Wealth Management | 4.05% | Add +1.0% | 100,654 | $75.4M |
| Consilio Wealth Advisors, LLC | 18.07% | Add +0.3% | 100,647 | $75.4M |
| Total Investment Management Inc. | 7.94% | Add +3.9% | 100,364 | $75.3M |
| Onyx Bridge Wealth Group LLC | 6.77% | Reduce -32.5% | 100,513 | $75.3M |
| Ledyard National Bank | 6.04% | Reduce -3.2% | 100,495 | $75.3M |
| Lineweaver Wealth Advisors, LLC | 8.94% | Add +0.1% | 100,377 | $75.2M |
| Midwest Trust Co | 0.85% | Reduce -0.9% | 100,336 | $75.1M |
| Beaumont Asset Management, L.L.C. | 28.83% | Add +6.1% | 99,101 | $74.2M |
| Crescent Grove Advisors, LLC | 6.28% | Add +1.3% | 99,058 | $74.2M |
| May Hill Capital, LLC | 15.49% | Add +9.1% | 99,046 | $74.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 7.49% | Add +63.0% | 98,908 | $74.2M |
| CM Wealth Advisors LLC | 13.32% | Add +9.5% | 98,618 | $73.9M |
| Vicus Capital | 4.77% | Reduce -3.1% | 98,603 | $73.8M |
| St. Louis Trust Co | 8.39% | No change | 720 | $73.5M |
| Harfst & Associates, Inc. | 11.37% | Reduce -2.0% | 97,653 | $73.1M |
| Conning Inc. | 2.27% | Reduce -0.9% | 97,544 | $73.0M |
| Fifth Third Securities, Inc. | 4.15% | Add +0.2% | 97,124 | $72.7M |
| Fiducient Advisors LLC | 10.40% | Reduce -2.8% | 96,974 | $72.6M |
| Sequoia Financial Advisors, LLC | 0.36% | Add +0.3% | 96,552 | $72.3M |
| Parkside Investments, LLC | 8.01% | Add +3.4% | 96,530 | $72.3M |
| MV Capital Management, Inc. | 6.40% | Reduce -2.2% | 96,395 | $72.2M |
| WCG Wealth Advisors LLC | 1.69% | Add +93.0% | 95,110 | $71.2M |
| Kelly Financial Services LLC | 15.16% | Add +57.8% | 94,579 | $70.8M |
| Colton Groome Financial Advisors, LLC | 17.10% | Add +1.2% | 94,430 | $70.7M |
| SigFig Wealth Management, LLC | 1.87% | Add +22.2% | 94,718 | $70.5M |
| Stonehage Fleming Financial Services Holdings Ltd | 2.40% | Add +21.6% | 94,016 | $70.4M |
| First Financial Bank - Trust Division | 5.02% | Add +9.1% | 93,877 | $70.3M |
| SageView Advisory Group, LLC | 2.30% | Add +113.3% | 93,564 | $70.1M |
| Enclave Advisors LLC | 9.10% | Add +5.1% | 93,258 | $69.8M |
| Twele Capital Management, Inc. | 11.39% | Reduce -5.1% | 93,090 | $69.7M |
| Waterford Advisors, LLC | 19.02% | Add +1.8% | 93,087 | $69.7M |
| Smith Chas P & Associates Pa Cpas | 3.53% | Add +5.9% | 92,987 | $69.6M |
| KFA Private Wealth Group, LLC | 16.73% | Reduce -18.0% | 92,756 | $69.5M |
| JFS Wealth Advisors, LLC | 3.46% | Add +4.7% | 92,723 | $69.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.7% | 92,602 | $69.3M |
| Keystone Financial Services | 17.72% | Add +65.3% | 91,907 | $68.8M |
| Financial Management Network Inc. | 9.87% | Add +1.9% | 92,089 | $68.8M |
| Vestmark Advisory Solutions, Inc. | 0.65% | Add +77.2% | 91,712 | $68.7M |
| Sovereign Investment Advisors, LLC | 12.85% | Add +0.3% | 91,398 | $68.4M |
| Rakuten Investment Management, Inc. | 0.20% | Reduce -56.0% | 91,857 | $68.4M |
| Crestmont Private Wealth LLC | 19.15% | Reduce -1.4% | 91,163 | $68.3M |
| Marble Wealth, LLC | 10.44% | Add +2.3% | 91,033 | $68.2M |
| Axiom Financial Strategies, LLC | 21.34% | Add +1.0% | 90,945 | $68.1M |
| Marino, Stram & Associates LLC | 10.83% | Add +0.6% | 90,811 | $68.0M |
| Watershed Private Wealth LLC | 19.13% | Add +19.5% | 90,706 | $67.9M |
| First Manhattan Co. Llc. | 0.17% | Add +32.2% | 90,479 | $67.8M |
| Rogco, LP | 20.69% | Reduce -0.6% | 90,254 | $67.6M |
| Keebeck Wealth Management | 6.57% | Add +11.1% | 89,755 | $67.2M |
| 26North Partners LP | 100.00% | New | 88,849 | $66.5M |
| SouthState Bank Corp | 2.77% | Add +19.1% | 88,651 | $66.4M |
| Beaumont Financial Advisors, LLC | 4.20% | Reduce -3.1% | 88,113 | $66.0M |
| Shufro Rose & Co. LLC | 3.79% | Add +3.3% | 87,982 | $65.9M |
| Fidelis Capital Partners, LLC | 3.79% | Add +8.0% | 87,796 | $65.7M |
| Baron Silver Stevens Financial Advisors, LLC | 8.34% | Add +0.5% | 87,712 | $65.7M |
| Rafferty Asset Management, LLC | 0.15% | No change | 87,516 | $65.5M |
| Bernardo Wealth Planning LLC | 11.15% | Add +2.1% | 87,118 | $65.2M |
| MKD Wealth Coaches, LLC | 55.55% | Add +2.2% | 86,824 | $65.0M |
| Rossmore Private Capital | 5.26% | Add +2.1% | 86,564 | $64.8M |
| Ancora Advisors LLC | 1.25% | Reduce -1.3% | 86,485 | $64.8M |
| Colonial Trust Advisors | 4.48% | Add +0.8% | 86,008 | $64.4M |
| Howe & Rusling Inc. | 3.73% | Add +7.4% | 85,966 | $64.4M |
| Atlanta Consulting Group Advisors, LLC | 10.20% | Add +2.0% | 85,882 | $64.3M |
| AlphaCore Capital LLC | 1.18% | Add +109.2% | 85,754 | $64.2M |
| Blue Trust, Inc. | 0.67% | Add +32.0% | 85,501 | $64.0M |
| Pettinga Financial Advisors LLC | 10.24% | Add +45.5% | 85,307 | $63.9M |
| IHT Wealth Management, LLC | 1.35% | Reduce -17.4% | 84,992 | $63.6M |
| Madrona Financial Services, LLC | 11.70% | Add +4.2% | 84,750 | $63.5M |
| Diversified Enterprises, LLC | 3.07% | Add +0.1% | 84,701 | $63.4M |
| Oxford Financial Group, LTD. LLC | 3.21% | Reduce -5.5% | 84,605 | $63.4M |
| Bank of Stockton | 17.78% | Reduce -7.3% | 84,585 | $63.3M |
| Hoxton Planning & Management, LLC | 16.49% | Add +10.2% | 84,395 | $63.2M |
| Wealth Alliance Advisory Group, LLC | 9.12% | Reduce -0.2% | 84,200 | $63.1M |
| High Note Wealth, LLC | 10.74% | Add +1.8% | 84,099 | $63.0M |
| Prospera Financial Services Inc | 0.91% | Add +4.7% | 83,774 | $62.8M |
| Smithfield Trust Co | 2.51% | Reduce -1.1% | 83,796 | $62.7M |
| Wealth Alliance, LLC | 5.23% | Add +33.0% | 83,512 | $62.5M |
| Wharton Business Group, LLC | 2.09% | Reduce -26.5% | 83,433 | $62.5M |
| GoalFusion Wealth Management, LLC | 25.15% | Add +1.1% | 83,186 | $62.3M |
| Cranbrook Wealth Management, LLC | 11.64% | Reduce -1.1% | 83,064 | $62.2M |
| Legacy Wealth Partners, LLC | 13.96% | Add +19.8% | 83,004 | $62.2M |
| Kovack Advisors, Inc. | 2.98% | Reduce -2.5% | 82,768 | $62.0M |
| BankPlus Wealth Management LLC | 27.69% | Add +1.4% | 82,143 | $61.5M |
| Bontempo Ohly Capital Mgmt LLC | 26.19% | Add +0.1% | 82,110 | $61.5M |
| ONE Advisory Partners, LLC | 16.72% | Add +59.7% | 82,038 | $61.4M |
| Parker Investment Management, LLC | 7.43% | Reduce -54.5% | 82,033 | $61.4M |
| Peapack Gladstone Financial Corp. | 0.71% | Add +6.9% | 81,997 | $61.4M |
| Guidance Point Advisors, LLC | 13.24% | Reduce -1.0% | 81,708 | $61.3M |
| Ackerman Asset Management, LLC | 36.63% | Reduce -0.1% | 81,527 | $61.1M |
| AAF Wealth Management, LLC | 22.46% | Reduce -5.9% | 81,307 | $60.9M |
| Daybright Advisory Services, Inc. | 14.50% | Reduce -0.6% | 80,974 | $60.8M |
| OpenArc Corporate Advisory, LLC | 0.72% | Add +79.6% | 81,090 | $60.7M |
| GC Wealth Management RIA, LLC | 3.50% | Add +37.5% | 81,012 | $60.7M |
| Evercore Wealth Management, LLC | 0.86% | Add +1.0% | 80,729 | $60.5M |
| Invst, LLC | 5.89% | Add +147.3% | 80,709 | $60.4M |
| Lakeshore Financial Planning, Inc. | 19.45% | Add +15.0% | 80,686 | $60.4M |
| Karpus Management, Inc. | 1.74% | Reduce -11.2% | 80,591 | $60.4M |
| International City Management Association Retirement Corp | 26.24% | Add +1.1% | 80,586 | $60.4M |
| TD Capital Management LLC | 4.93% | Add +0.0% | 80,455 | $60.3M |
| Novare Capital Management LLC | 4.27% | Add +12.0% | 80,323 | $60.2M |
| Shelter Ins Retirement Plan | 59.55% | No change | 80,061 | $60.0M |
| Droms Strauss Advisors Inc. /Mo/ | 13.61% | Reduce -2.5% | 80,057 | $60.0M |
| Mgo One Seven LLC | 0.99% | Add +13.7% | 79,689 | $59.7M |
| Riverstone Advisors, LLC | 24.70% | Add +1.7% | 79,539 | $59.6M |
| Sowell Financial Services LLC | 1.95% | Reduce -9.1% | 79,523 | $59.6M |
| Exchange Traded Concepts, LLC | 0.29% | New | 79,520 | $59.6M |
| Gateway Wealth Partners, LLC | 3.55% | Reduce -20.1% | 79,120 | $59.3M |
| Rothschild Wealth LLC | 4.73% | Add +136.1% | 79,106 | $59.2M |
| Bluestem Financial Advisors, LLC | 20.49% | Reduce -4.6% | 78,119 | $58.5M |
| Financial Counselors Inc. | 80.38% | Reduce -5.0% | 77,986 | $58.4M |
| New World Advisors LLC | 9.90% | Add +2.3% | 77,752 | $58.2M |
| Wescott Financial Advisory Group, LLC | 4.46% | Add +2.4% | 76,939 | $57.6M |
| Kintra Wealth, LLC | 3.01% | Add +40.5% | 73,578 | $57.5M |
| Mather Group, Llc. | 0.50% | Reduce -0.5% | 76,713 | $57.4M |
| Valmark Advisers, Inc. | 0.61% | Add +18.4% | 76,636 | $57.4M |
| Stonebridge Capital Advisors LLC | 3.66% | Add +0.4% | 76,518 | $57.3M |
| Clear Wave Wealth Management LLC | 12.60% | Reduce -2.8% | 75,673 | $56.7M |
| USA Financial Formulas | 10.37% | — | 75,606 | $56.6M |
| Nixon Peabody Trust Co. | 3.98% | Add +5.5% | 75,123 | $56.3M |
| Nations Financial Group Inc, /Ia/ | 2.68% | Add +1.3% | 74,901 | $56.1M |
| PKS Advisory Services, LLC | 8.95% | Add +888.0% | 74,832 | $56.0M |
| Legacy Financial Group LLC | 6.29% | Add +81.2% | 74,646 | $55.9M |
| Certuity, LLC | 2.74% | Add +5.5% | 74,626 | $55.5M |
| Sage Financial Management Group, Inc. | 15.16% | Reduce -1.3% | 73,702 | $55.2M |
| Cornerstone Advisory, LLC | 4.57% | Add +2.2% | 73,512 | $55.1M |
| Trek Financial, LLC | 2.73% | Add +68.9% | 73,427 | $55.0M |
| Waterway Wealth Management, LLC | 11.22% | Add +1.2% | 144,727 | $54.9M |
| Simplicity Wealth,LLC | 1.85% | Add +39.0% | 73,317 | $54.9M |
| Newton One Investments LLC | 13.79% | Reduce -3.0% | 73,107 | $54.7M |
| TD Private Client Wealth LLC | 1.00% | Add +0.6% | 73,012 | $54.7M |
| Portland Global Advisors LLC | 5.18% | Add +5.3% | 72,750 | $54.5M |
| Stratos Investment Management, LLC | 1.97% | Reduce -6.0% | 72,611 | $54.4M |
| Next Capital Management LLC | 14.65% | Add +2.6% | 72,466 | $54.3M |
| Per Stirling Capital Management, LLC. | 5.16% | Reduce -2.1% | 72,314 | $54.2M |
| City National Bank of Florida | 22.65% | Add +9.5% | 72,145 | $54.0M |
| Cornerstone Wealth Management, LLC | 2.32% | Reduce -1.6% | 72,034 | $53.9M |
| Serenus Wealth Advisors, LLC | 9.41% | Reduce -4.3% | 72,024 | $53.9M |
| WealthShield Partners, LLC | 8.18% | Add +32.3% | 71,406 | $53.5M |
| Avior Wealth Management, LLC | 1.40% | Reduce -17.8% | 71,296 | $53.4M |
| Chokshi & Queen Wealth Advisors, Inc | 24.67% | Add +3.2% | 71,121 | $53.3M |
| Snider Financial Group | 13.55% | Add +8.5% | 71,089 | $53.2M |
| Armor Investment Advisors, LLC | 17.01% | Add +1.7% | 70,816 | $53.0M |
| Cornerstone Wealth Group, LLC | 3.15% | Reduce -2.5% | 70,677 | $52.9M |
| BlueStem Wealth Partners, LLC | 5.26% | Reduce -2.5% | 70,511 | $52.8M |
| Rational Advisors, Inc. | 5.05% | Add +32.4% | 69,863 | $52.3M |
| Spreng Capital Management, Inc. | 18.88% | Add +0.8% | 69,314 | $51.9M |
| 1900 Wealth Management LLC | 2.89% | Add +0.2% | 69,262 | $51.9M |
| MCF Advisors LLC | 1.85% | Reduce -0.2% | 69,097 | $51.7M |
| Silvercrest Asset Management Group LLC | 0.34% | Reduce -0.3% | 69,086 | $51.7M |
| Sand Hill Global Advisors, LLC | 1.56% | Reduce -5.2% | 69,045 | $51.7M |
| Bailard, Inc. | 1.05% | Add +0.1% | 68,986 | $51.7M |
| Chicago Partners Investment Group LLC | 1.03% | Add +3.6% | 69,596 | $51.6M |
| Salus Financial Advisors, LLC | 25.44% | Add +4.4% | 68,895 | $51.6M |
| Latko Wealth Management, Ltd. | 21.46% | Reduce -1.3% | 67,508 | $50.6M |
| Washington Trust Bank | 3.53% | Add +3.6% | 67,490 | $50.5M |
| Procyon Advisors, LLC | 2.17% | Add +393.2% | 67,223 | $50.3M |
| Sovran Advisors, LLC | 3.75% | Add +29.1% | 67,645 | $50.3M |
| Peak Planning Group, LLC | 11.35% | Add +4.6% | 67,160 | $50.3M |
| WealthBridge Capital Management, LLC | 9.99% | Add +3.1% | 67,115 | $50.3M |
| Alpha Financial Partners LLC | 26.35% | Reduce -2.9% | 66,984 | $50.2M |
| Vaquero Private Wealth, Ltd. | 10.32% | — | 66,930 | $50.1M |
| Pps&v Asset Management Consultants, Inc. | 26.96% | Reduce -2.9% | 66,711 | $50.0M |
| Capital Advisors Wealth Management, LLC | 5.83% | Add +4.7% | 66,264 | $49.6M |
| Ameritas Investment Partners, Inc. | 1.32% | Reduce -10.2% | 66,099 | $49.5M |
| Nolet Wealth Management, LLC | 27.22% | Reduce -0.8% | 65,842 | $49.3M |
| Corepath Wealth Partners LLC | 30.71% | Add +0.6% | 65,739 | $49.2M |
| AMS Capital Ltda | 16.91% | Reduce -9.1% | 65,702 | $49.2M |
| Highland Capital Management, LLC | 2.26% | Reduce -5.4% | 65,538 | $49.1M |
| Ironwood Wealth Management, LLC. | 10.86% | Add +0.3% | 65,461 | $49.0M |
| RFG - Bristol Wealth Advisors, LLC | 11.83% | Add +0.5% | 65,342 | $48.9M |
| NDWM LLC | 28.74% | Add +0.7% | 65,309 | $48.9M |
| PCA Investment Advisory Services Inc. | 13.60% | Reduce -1.1% | 64,958 | $48.8M |
| Beacon Financial Group | 4.40% | Add +62.5% | 64,631 | $48.4M |
| CreativeOne Wealth, LLC | 1.04% | Reduce -5.8% | 64,627 | $48.4M |
| Fulton Bank, N.A. | 1.48% | Add +7.1% | 64,523 | $48.3M |
| Vermillion & White Wealth Management Group, LLC | 24.36% | Add +6.4% | 64,086 | $48.2M |
| Wealth Quarterback LLC | 14.87% | Add +13.6% | 64,245 | $48.1M |
| Sentinel Advisory Group, LLC | 19.62% | Add +0.3% | 64,170 | $48.1M |
| Arkansas Financial Group, Inc. | 6.20% | Add +0.5% | 63,594 | $47.6M |
| Integrity Investment Advisors, LLC | 20.72% | Reduce -6.2% | 63,559 | $47.6M |
| Axxcess Wealth Management, LLC | 0.75% | Add +2.0% | 63,186 | $47.3M |
| Bare Financial Services, Inc | 10.84% | Add +0.9% | 63,107 | $47.3M |
| Embree Financial Group | 4.73% | Add +141.4% | 63,006 | $47.2M |
| Ames National Corp. | 25.82% | Reduce -1.4% | 62,673 | $46.9M |
| Adirondack Capital Advisors, LLC | 25.17% | Add +8.2% | 62,670 | $46.9M |
| LCW Services, LLC | 20.41% | Add +3.1% | 62,586 | $46.9M |
| Pinion Investment Advisors, LLC | 8.88% | Add +32.0% | 62,470 | $46.8M |
| Palatine Hill Wealth Management, LLC | 37.67% | Add +6.4% | 62,451 | $46.8M |
| Panoramic Capital Partners, LLC | 22.03% | Add +1907.1% | 1,176,056 | $46.6M |
| Capital Planning LLC | 13.55% | Reduce -8.1% | 62,122 | $46.5M |
| Fortitude Family Office, LLC | 9.06% | Add +11.4% | 62,024 | $46.4M |
| First Horizon Corp. | 1.79% | Add +11.1% | 62,013 | $46.4M |
| Alliance Wealth Management Group | 9.02% | Add +13.1% | 61,877 | $46.3M |
| Dorsey & Whitney Trust CO LLC | 2.25% | Add +2.0% | 61,693 | $46.2M |
| Coastline Trust Co | 4.08% | Reduce -1.2% | 61,472 | $46.0M |
| Kelleher Financial Advisors | 6.59% | Reduce -18.4% | 61,433 | $46.0M |
| Mann Financial Group, Inc. | 38.45% | Add +2.3% | 61,362 | $46.0M |
| Kapstone Financial Advisors LLC | 19.23% | Add +3.1% | 61,329 | $45.9M |
| Napier Financial, LLC | 9.56% | Add +0.3% | 61,286 | $45.9M |
| Avondale Wealth Management | 18.62% | Add +7.0% | 60,978 | $45.7M |
| Fort Henry Capital, LLC | 25.12% | Reduce -1.3% | 60,894 | $45.6M |
| Valley Financial Group, Inc. | 22.46% | Add +1.9% | 60,816 | $45.5M |
| Able Wealth Management LLC | 10.44% | Add +78.6% | 60,774 | $45.5M |
| Empowered Funds, LLC | 0.24% | Add +140.8% | 60,679 | $45.4M |
| Wealthcare Advisory Partners LLC | 0.86% | Reduce -10.1% | 60,420 | $45.2M |
| Cisco Systems, Inc. | 11.09% | No change | 60,000 | $44.9M |
| Morris Financial Concepts, Inc. | 13.78% | Reduce -1.2% | 59,995 | $44.9M |
| Cypress Wealth Services, LLC | 5.53% | Add +30.7% | 59,992 | $44.9M |
| ZynergyRetirementPlanningLLC | 24.18% | Add +0.0% | 59,539 | $44.6M |
| Woodward Financial Advisors, Inc. | 14.85% | — | 59,306 | $44.4M |
| B. Riley Wealth Advisors, Inc. | 2.42% | Add +11.1% | 59,644 | $44.4M |
| Elevated Financial Group LLC | 12.52% | Add +8.5% | 59,230 | $44.4M |
| Windsor Capital Management, LLC | 11.51% | Add +1.4% | 59,122 | $44.3M |
| David J Yvars Group | 21.75% | Reduce -0.9% | 59,043 | $44.2M |
| Somnio Financial Group, LLC | 26.19% | Reduce -0.3% | 59,020 | $44.2M |
| Apollon Financial, LLC | 5.21% | Add +0.0% | 58,806 | $44.0M |
| Bellwether Advisors, LLC | 6.52% | Add +3.0% | 58,738 | $44.0M |
| American Century Companies Inc. | 0.02% | Reduce -16.6% | 58,707 | $44.0M |
| Gradient Investments LLC | 0.61% | Add +4.4% | 58,690 | $44.0M |
| Aurdan Capital Management, LLC | 10.94% | Add +5.8% | 57,573 | $43.1M |
| PACK Private Wealth, LLC | 17.85% | Reduce -1.2% | 57,560 | $43.1M |
| Cambient Family Office, LLC | 5.29% | Add +10.1% | 57,462 | $43.0M |
| Enzi Wealth | 13.61% | Add +1.3% | 56,898 | $43.0M |
| Fsa Wealth Partners, Inc. | 10.73% | Add +99.7% | 57,199 | $42.8M |
| Norris Perne & French LLP | 1.83% | Reduce -2.1% | 57,167 | $42.8M |
| Advanced Asset Management Advisors Inc | 11.23% | No change | 57,000 | $42.7M |
| NewEdge Wealth, LLC | 0.43% | Add +2.1% | 56,970 | $42.7M |
| Sheets Smith Wealth Management | 4.26% | Add +0.4% | 56,870 | $42.6M |
| Mayflower Financial Advisors, LLC | 3.67% | Reduce -1.0% | 56,689 | $42.5M |
| Lantz Financial LLC | 7.76% | Add +20.5% | 56,577 | $42.4M |
| Hengehold Capital Management LLC | 3.29% | Add +12.9% | 56,544 | $42.3M |
| Atwater Malick LLC | 9.16% | Add +2.6% | 56,128 | $42.0M |
| CoreCap Advisors, LLC | 1.24% | Add +16.1% | 56,088 | $42.0M |
| VestGen Advisors, LLC | 1.23% | Add +2.5% | 56,044 | $42.0M |
| Monograph Wealth Advisors, LLC | 3.45% | Add +2.2% | 56,037 | $42.0M |
| Advyzon Investment Management, LLC | 3.04% | Add +21.6% | 55,963 | $41.9M |
| Syon Capital LLC | 1.83% | Add +10.9% | 55,958 | $41.9M |
| New Insight Wealth Advisors | 12.33% | Reduce -2.0% | 55,827 | $41.8M |
| Two Sigma Investments, LP | 0.03% | Reduce -86.6% | 55,800 | $41.8M |
| Rehmann Capital Advisory Group | 1.91% | Add +0.1% | 55,728 | $41.7M |
| Parr McKnight Wealth Management Group, LLC | 4.95% | Add +3.8% | 55,740 | $41.7M |
| German American Bancorp, Inc. | 3.11% | Reduce -2.2% | 55,199 | $41.3M |
| Cypress Financial Planning LLC | 10.11% | Add +4.8% | 55,110 | $41.3M |
| One Capital Management, LLC | 1.14% | No change | 62,839 | $41.0M |
| 49 Wealth Management, LLC | 7.83% | Add +583.3% | 54,793 | $41.0M |
| Alongside, LLC | 7.82% | — | 54,793 | $41.0M |
| Chemung Canal Trust Co. | 7.57% | Add +0.3% | 54,733 | $41.0M |
| Private Client Services, LLC | 10.71% | Reduce -0.0% | 54,561 | $40.9M |
| Curry Webb Wealth Management LLC | 16.89% | Add +1.8% | 54,448 | $40.8M |
| SWS Partners | 8.80% | Reduce -9.6% | 54,398 | $40.7M |
| Integris Wealth Management, LLC | 8.21% | Reduce -1.5% | 54,302 | $40.7M |
| IFP Advisors, Inc | 0.73% | Add +0.1% | 54,261 | $40.6M |
| Sei Investments Co. | 0.04% | Add +468.6% | 54,251 | $40.6M |
| Aptus Capital Advisors, LLC | 0.30% | Add +13.9% | 54,068 | $40.5M |
| Synergy Investment Management, LLC | 9.78% | Add +55.7% | 53,988 | $40.4M |
| Sachem Hill LLC | 7.18% | Reduce -1.7% | 53,908 | $40.4M |
| Orin Green Financial, LLC | 14.87% | Add +1.1% | 53,825 | $40.3M |
| Greenwood Capital Associates LLC | 3.95% | Reduce -2.8% | 53,705 | $40.2M |
| Landing Point Financial Group, LLC | 13.58% | Reduce -16.7% | 53,356 | $40.0M |
| VeraBank, N.A. | 6.61% | Add +6.6% | 53,310 | $39.9M |
| Atlas Legacy Advisors, LLC | 5.90% | Add +4.1% | 53,317 | $39.9M |
| Boulder Wealth Advisors, LLC | 14.54% | Add +1.8% | 53,251 | $39.9M |
| Beacon Financial Planning, Inc. | 13.53% | Reduce -2.5% | 53,211 | $39.8M |
| Kilter Group LLC | 14.36% | Add +67.2% | 52,932 | $39.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.35% | Reduce -0.1% | 52,676 | $39.4M |
| Atlantic Family Wealth, LLC | 25.20% | Add +0.9% | 52,589 | $39.4M |
| Bay Harbor Wealth Management, LLC | 9.06% | Add +73.3% | 52,477 | $39.3M |
| O'shaughnessy Asset Management, LLC | 0.18% | Reduce -13.5% | 52,451 | $39.3M |
| Gradient Capital Advisors, LLC | 9.08% | Reduce -1.0% | 52,370 | $39.2M |
| Integrated Capital Management, LLC | 14.04% | Add +1.3% | 52,033 | $39.0M |
| Kanawha Capital Management LLC | 2.53% | Reduce -0.8% | 51,958 | $38.9M |
| a16z Perennial Management, L.P. | 3.14% | Add +14.7% | 51,895 | $38.9M |
| Nottingham Advisors, Inc. | 4.64% | Add +0.2% | 52,107 | $38.8M |
| Brighton Jones LLC | 0.72% | Add +3.1% | 51,860 | $38.8M |
| Voya Financial Advisors, Inc. | 3.42% | Reduce -4.9% | 52,167 | $38.8M |
| Apeiron RIA LLC | 9.94% | Reduce -8.8% | 51,730 | $38.7M |
| State of Wisconsin Investment Board | 0.08% | Reduce -52.9% | 51,660 | $38.7M |
| NorthLanding Financial Partners, LLC | 26.49% | Add +2.4% | 51,124 | $38.3M |
| CBIZ Investment Advisory Services, LLC | 1.40% | No change | 58,356 | $38.2M |
| Durante & Waters, LLC | 25.03% | Reduce -6.5% | 51,003 | $38.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.50% | Reduce -15.2% | 50,970 | $38.2M |
| Ballew Advisors, Inc | 19.71% | Reduce -0.6% | 50,956 | $38.1M |
| Sfmg, LLC | 2.32% | Reduce -3.0% | 50,917 | $38.1M |
| Tandem Financial, LLC | 12.24% | Reduce -21.8% | 50,823 | $38.1M |
| HCR Wealth Advisors | 3.39% | Add +0.1% | 50,622 | $37.9M |
| KMG Fiduciary Partners, LLC | 3.52% | Reduce -15.8% | 50,540 | $37.8M |
| RiverGlades Family Offices LLC | 17.26% | Reduce -1.8% | 50,248 | $37.6M |
| Benjamin Edwards Inc. | 0.34% | Add +3.2% | 50,090 | $37.6M |
| Clear Creek Financial Management, LLC | 2.42% | Reduce -6.5% | 50,170 | $37.6M |
| Verus Capital Partners, LLC | 2.03% | Add +1.6% | 50,005 | $37.4M |
| Tiaa Trust, National Association | 2.20% | Reduce -1.7% | 49,781 | $37.3M |
| Okabena Investment Services Inc. | 6.65% | Reduce -0.7% | 49,762 | $37.3M |
| Lee, Kelleher & Klein Wealth Management | 19.31% | Add +1.1% | 49,300 | $36.9M |
| Commonwealth Financial Services, LLC | 4.95% | Add +22.3% | 49,171 | $36.8M |
| Cascade Financial Partners, LLC | 3.19% | Add +7.5% | 49,031 | $36.7M |
| Camelot Technology Advisors, Inc. | 25.00% | Reduce -4.4% | 48,915 | $36.6M |
| Flagship Private Wealth, LLC | 12.95% | Add +1.3% | 48,888 | $36.6M |
| Buska Wealth Management, LLC | 13.14% | Reduce -13.2% | 48,642 | $36.4M |
| E Fund Management (Hong Kong) Co., Ltd. | 12.05% | Add +9.1% | 48,512 | $36.3M |
| E Fund Management Co., Ltd. | 0.82% | Add +9.1% | 48,512 | $36.3M |
| Carbahal Olsen Financial Services Group, LLC | 25.17% | Add +0.8% | 48,420 | $36.3M |
| Sonoma Allocations LLC | 11.26% | Reduce -6.6% | 48,165 | $36.2M |
| J.E. Simmons & Co., P.C. | 20.40% | Reduce -1.6% | 48,342 | $36.2M |
| Middleton & Co. Inc. | 3.84% | Reduce -0.3% | 48,302 | $36.2M |
| SVB Wealth LLC | 2.27% | Reduce -11.6% | 48,109 | $36.0M |
| Retirement Income Solutions, Inc. | 6.17% | Reduce -0.4% | 54,870 | $35.8M |
| BridgePort Financial Solutions, LLC | 9.12% | Add +2.2% | 47,849 | $35.8M |
| Belpointe Asset Management LLC | 1.17% | Reduce -2.2% | 47,706 | $35.7M |
| Greenup Street Wealth Management LLC | 4.35% | Reduce -43.9% | 47,688 | $35.7M |
| Client First Capital LLC | 14.40% | Reduce -0.2% | 47,651 | $35.7M |
| Wick Capital Partners, LLC | 5.38% | Add +17.1% | 47,606 | $35.7M |
| Verus Financial Partners, Inc. | 3.05% | Reduce -0.6% | 47,569 | $35.6M |
| Dagco, Inc. | 6.55% | Add +12.7% | 47,303 | $35.4M |
| Community Bank, N.A. | 3.82% | Add +0.8% | 47,247 | $35.4M |
| River Wealth Advisors LLC | 3.70% | Reduce -0.5% | 47,211 | $35.4M |
| SWP Financial LLC | 16.35% | Add +55.6% | 47,201 | $35.3M |
| BIP Wealth, LLC | 1.00% | Add +84.0% | 47,085 | $35.3M |
| Zurich Insurance Group Ltd | 0.24% | Add +358.2% | 47,060 | $35.2M |
| Meridian Management Co. | 7.86% | Reduce -0.1% | 46,777 | $35.0M |
| Altus Wealth Group LLC | 12.65% | Add +2.1% | 46,761 | $35.0M |
| Pennsylvania Capital Management Inc. | 8.84% | Add +2.0% | 46,506 | $34.8M |
| CIBC Asset Management Inc | 0.08% | Reduce 0.0% | 46,437 | $34.8M |
| Nadler Financial Group, Inc. | 2.94% | Add +3.6% | 46,348 | $34.7M |
| Soltis Investment Advisors LLC | 2.00% | Reduce -2.9% | 46,281 | $34.7M |
| Scotia Capital Inc. | 0.13% | Reduce -4.2% | 46,264 | $34.7M |
| Tenet Wealth Partners, LLC | 25.66% | — | 46,469 | $34.5M |
| Twin Peaks Wealth Advisors, LLC | 7.76% | Add +91.0% | 45,752 | $34.3M |
| Bedminster, LLC | 29.26% | Add +6.9% | 45,741 | $34.3M |
| Adaptive Financial Consulting, LLC | 11.99% | Add +1.5% | 45,690 | $34.2M |
| Ground Swell Capital, LLC | 37.39% | New | 45,595 | $34.1M |
| IFS Advisors, LLC | 16.35% | Reduce -1.8% | 45,588 | $34.1M |
| Westwood Holdings Group Inc. | 0.26% | Reduce -1.9% | 45,543 | $34.1M |
| Silverleafe Capital Partners, LLC | 9.29% | Add +1.1% | 45,489 | $34.1M |
| Summit Wealth Partners, LLC | 4.85% | Add +4.8% | 45,451 | $34.0M |
| Adapt Wealth Advisors, LLC | 11.11% | Reduce -1.8% | 45,363 | $34.0M |
| Acima Private Wealth, LLC | 9.82% | Add +3.1% | 45,167 | $33.8M |
| JHP Wealth Management, LLC | 27.66% | Add +0.4% | 45,091 | $33.8M |
| Meridian Wealth Management, LLC | 1.05% | Reduce -0.8% | 45,063 | $33.7M |
| Sandy Cove Advisors, LLC | 8.42% | Reduce -2.5% | 44,954 | $33.7M |
| Matrix Trust Co | 4.87% | Add +0.6% | 44,807 | $33.6M |
| Capital Group Private Client Services, Inc. | 0.47% | Reduce -14.3% | 44,785 | $33.5M |
| Yukon Wealth Management, Inc. | 9.54% | Add +19.5% | 44,495 | $33.3M |
| Diversified Trust Co. | 0.53% | Add +3.3% | 44,459 | $33.3M |
| Hicks Capital Management LLC | 27.29% | Add +0.1% | 44,445 | $33.3M |
| Custos Family Office, LLC | 20.00% | Add +0.1% | 44,434 | $33.3M |
| Cornerstone Advisors Asset Management, LLC | 4.34% | Reduce -0.8% | 44,286 | $33.2M |
| Fairman Group, LLC | 25.95% | Reduce -0.2% | 44,116 | $33.0M |
| Grove Bank & Trust | 3.27% | Reduce -1.1% | 44,070 | $33.0M |
| Moody National Bank Trust Division | 2.73% | No change | 43,985 | $32.9M |
| Cobblestone Asset Management LLC | 13.73% | Add +54.4% | 43,966 | $32.9M |
| Financial Life Planners | 21.12% | Add +4.2% | 43,893 | $32.9M |
| Sunbeam Capital Management, LLC | 14.99% | Add +14.2% | 43,792 | $32.8M |
| Elk River Wealth Management LLC | 5.22% | Reduce -11.8% | 43,782 | $32.8M |
| Archer Investment Management, LLC | 11.20% | Add +117.7% | 43,751 | $32.8M |
| Naples Global Advisors, LLC | 2.02% | Add +1.3% | 43,658 | $32.7M |
| Compass Financial Group, Inc. | 13.79% | Reduce -5.4% | 43,571 | $32.6M |
| Verger Capital Management LLC | 9.53% | Reduce -4.5% | 43,418 | $32.5M |
| Shared Vision Wealth Group LLC | 11.18% | Add +25.7% | 43,407 | $32.5M |
| Patton Albertson Miller Group, LLC | 3.23% | Reduce -2.7% | 43,318 | $32.4M |
| QRG Capital Management, Inc. | 0.26% | Add +187.8% | 42,877 | $32.1M |
| Abound Wealth Management | 6.36% | Add +2.8% | 42,783 | $32.0M |
| Fairvoy Private Wealth, LLC | 6.47% | Add +72.1% | 42,767 | $32.0M |
| Nuveen, LLC | 0.01% | Add +366.6% | 42,611 | $31.9M |
| Eq LLC | 7.83% | Add +67.5% | 42,556 | $31.9M |
| CenturyLink Investment Management Co | 24.69% | Reduce -64.0% | 42,527 | $31.8M |
| First National Bank of Hutchinson | 17.42% | Add +5.5% | 42,374 | $31.7M |
| CacheTech Inc. | 5.13% | Reduce -1.3% | 42,265 | $31.7M |
| Shelter Mutual Insurance Co | 6.69% | Add +30.1% | 42,264 | $31.7M |
| Western Wealth Management, LLC | 1.03% | Reduce -6.0% | 42,201 | $31.6M |
| Advus Financial Partners, LLC | 7.17% | Add +0.7% | 42,193 | $31.6M |
| Eley Financial Management, Inc | 10.21% | Add +10.8% | 42,102 | $31.5M |
| CFS Investment Advisory Services, LLC | 2.10% | Reduce -0.8% | 42,125 | $31.5M |
| Peddock Capital Advisors, LLC | 6.29% | Add +2.4% | 42,053 | $31.5M |
| Alpine Bank Wealth Management | 4.04% | Reduce -1.2% | 42,013 | $31.5M |
| Intrepid Financial Planning Group LLC | 10.65% | Reduce -0.8% | 41,826 | $31.3M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.77% | Add +21.7% | 41,750 | $31.3M |
| Legacy Trust | 5.52% | Reduce -3.1% | 41,688 | $31.2M |
| Keyvantage Wealth, LLC | 11.80% | Add +10.3% | 41,661 | $31.2M |
| AtlasMark Financial, Inc | 15.27% | Add +25.4% | 41,428 | $31.0M |
| Sanchez Wealth Management Group | 5.43% | Reduce -1.0% | 41,374 | $31.0M |
| Keystone Wealth Services, LLC | 5.76% | Add +0.6% | 41,372 | $31.0M |
| Essex Financial Services, Inc. | 1.54% | Add +5.0% | 41,363 | $31.0M |
| Southern Capital Advisors, LLC | 12.90% | Add +3.8% | 41,256 | $30.9M |
| Traveka Wealth, LLC | 10.27% | Add +6.8% | 41,237 | $30.9M |
| New England Asset Management Inc. | 3.68% | Add +5.4% | 41,085 | $30.8M |
| WealthPLAN Partners, LLC | 5.88% | Add +30.3% | 41,056 | $30.7M |
| Adams Wealth Management | 5.89% | Reduce -1.6% | 41,055 | $30.7M |
| Destiny Capital Corp | 14.29% | Add +1.5% | 41,038 | $30.7M |
| Miramontes Capital, LLC | 9.54% | Reduce -1.6% | 40,910 | $30.6M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 4.03% | New | 40,890 | $30.6M |
| Vivid Wealth Management, LLC | 10.75% | Add +1.1% | 40,799 | $30.6M |
| Birch Hill Investment Advisors LLC | 1.24% | Reduce -0.1% | 40,764 | $30.5M |
| Sage Advisory Services, Ltd.Co. | 14.98% | Add +25.0% | 40,668 | $30.5M |
| PFG Private Wealth Management, LLC | 13.17% | Reduce -12.9% | 40,575 | $30.4M |
| Aspen Grove Capital, LLC | 4.37% | Add +0.3% | 40,563 | $30.4M |
| Stephenson & Company, Inc. | 14.22% | Add +5.8% | 40,539 | $30.4M |
| Hubbell Strickland Wealth Management, LLC | 10.95% | Reduce -0.4% | 40,531 | $30.4M |
| Moller Wealth Partners | 5.48% | Reduce -1.4% | 40,463 | $30.3M |
| Evermay Wealth Management LLC | 3.12% | Add +3.0% | 40,432 | $30.3M |
| Gimbal Financial | 19.22% | — | 40,370 | $30.2M |
| Stevens Capital Partners | 5.75% | Add +12.8% | 40,339 | $30.2M |
| Vestor Capital, LLC | 1.90% | Add +313.8% | 290,584 | $30.2M |
| Town Capital LLC | 19.11% | Add +143.5% | 40,241 | $30.1M |
| One Wealth Capital Management, LLC | 8.56% | Add +75.4% | 40,140 | $30.1M |
| Powerhouse Assets LLC | 24.47% | Reduce -9.4% | 40,136 | $30.1M |
| William Howard & Co Financial Advisors Inc | 23.37% | Reduce -0.5% | 40,126 | $30.0M |
| TBH Global Asset Management, LLC | 5.50% | Add +5.2% | 40,073 | $30.0M |
| JMG Financial Group, Ltd. | 0.72% | Reduce -1.4% | 39,892 | $29.9M |
| Townsend Financial Planning, LLC | 26.02% | Reduce -0.1% | 39,864 | $29.9M |
| WHI TRUST Co LLC | 19.26% | Reduce -1.3% | 39,791 | $29.8M |
| Founders Financial Alliance, LLC | 3.93% | Add +195.6% | 39,635 | $29.7M |
| Riverpoint Wealth Management Holdings, LLC | 5.44% | Reduce -2.1% | 39,545 | $29.6M |
| Nicolet Bankshares Inc. | 0.94% | Reduce -2.9% | 39,364 | $29.6M |
| LGL Partners, LLC | 10.81% | Add +0.4% | 39,462 | $29.6M |
| Eldridge Investment Advisors, Inc. | 5.84% | Add +0.9% | 39,389 | $29.5M |
| Rhumbline Advisers | 0.02% | Reduce -47.3% | 39,385 | $29.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.79% | Reduce -0.2% | 39,310 | $29.4M |
| Human Investing LLC | 3.81% | Add +0.9% | 39,270 | $29.4M |
| Teachers Insurance & Annuity Association of America | 32.44% | Reduce -0.1% | 39,256 | $29.4M |
| Richwood Investment Advisors, LLC | 20.63% | Reduce -2.5% | 39,165 | $29.3M |
| Mission Wealth Management, LP | 0.37% | Add +8.8% | 39,149 | $29.3M |
| Cary Street Partners Financial LLC | 0.64% | Reduce -3.7% | 39,082 | $29.3M |
| Legacy Advisors, LLC | 2.73% | Reduce -31.2% | 39,008 | $29.2M |
| Beacon Investment Advisory Services, Inc. | 1.08% | Reduce -2.7% | 38,892 | $29.1M |
| Summit Trail Advisors, LLC | 0.37% | Add +12.1% | 38,885 | $29.1M |
| Prairieview Wealth Partners, LLC | 21.72% | Reduce -2.7% | 38,830 | $29.1M |
| Signaturefd, LLC | 0.39% | Reduce -1.2% | 38,675 | $29.0M |
| Park Place Capital Corp | 4.59% | Reduce -2.5% | 38,598 | $28.9M |
| Fairway Wealth LLC | 6.60% | Reduce -0.9% | 38,540 | $28.9M |
| Liberty Wealth Management LLC | 3.60% | No change | 44,109 | $28.8M |
| Sterling Investment Advisors LLC | 12.93% | Reduce -1.1% | 38,431 | $28.8M |
| Catalyst Private Wealth, LLC | 13.86% | Reduce -11.2% | 38,317 | $28.7M |
| GenWealth Group, Inc. | 4.45% | Add +4869.9% | 38,119 | $28.5M |
| VERITY Wealth Advisors | 17.09% | No change | 37,776 | $28.3M |
| DeDora Capital, Inc. | 6.13% | Add +5.5% | 37,632 | $28.2M |
| Parcion Private Wealth LLC | 1.56% | Add +41007.3% | 1,164,982 | $28.1M |
| Van Hulzen Asset Management, LLC | 2.00% | Add +12.2% | 37,516 | $28.1M |
| XML Financial, LLC | 2.04% | Add +3.0% | 37,445 | $28.0M |
| American Wealth Advisors, LLC | 26.31% | Reduce -0.5% | 37,435 | $28.0M |
| IAG Wealth Partners, LLC | 2.75% | Reduce -2.9% | 37,139 | $27.8M |
| Members Wealth LLC | 15.18% | Add +0.5% | 36,972 | $27.7M |
| LiftPoint Family Wealth Advisors LLC | 18.75% | Add +39.9% | 36,952 | $27.7M |
| One Wealth Advisors, LLC | 3.05% | Add +3.1% | 36,862 | $27.6M |
| Cynosure Group, LLC | 4.15% | Add +4.0% | 36,843 | $27.6M |
| Wealth Dimensions Group, Ltd. | 4.93% | Reduce -5.3% | 36,763 | $27.5M |
| Madison Wealth Partners, Inc | 3.49% | Add +2.3% | 36,658 | $27.5M |
| Investment Advisory Services Group LLC | 20.07% | Reduce -7.5% | 36,617 | $27.4M |
| Ducere Wealth Management LLC | 8.23% | Add +17.9% | 36,527 | $27.4M |
| Gilbert Capital Group, Inc. | 19.15% | Reduce -2.1% | 36,512 | $27.3M |
| CVA Family Office, LLC | 2.47% | Add +0.3% | 36,481 | $27.3M |
| Nova R Wealth, Inc. | 7.95% | Reduce -1.0% | 36,391 | $27.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +17.1% | 36,368 | $27.2M |
| Drive Wealth Management, LLC | 4.85% | Reduce -9.1% | 36,359 | $27.2M |
| Diversified Portfolios, Inc. | 1.96% | Reduce -0.1% | 36,087 | $27.0M |
| Ascent Group, LLC | 0.81% | Add +0.8% | 36,084 | $27.0M |
| Bfsg, LLC | 2.40% | Reduce -1.4% | 36,072 | $27.0M |
| Colonial Trust Co / SC | 3.41% | Reduce -1.7% | 35,960 | $26.9M |
| Capital Fund Management S.A. | 0.19% | Add +73.5% | 35,874 | $26.9M |
| Saiph Capital, LLC | 8.03% | Add +0.5% | 35,828 | $26.8M |
| IMA Advisory Services, Inc. | 1.68% | Add +537.5% | 35,809 | $26.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -5.8% | 35,740 | $26.8M |
| TAGStone Capital, Inc. | 8.48% | Add +0.0% | 35,624 | $26.7M |
| Orion Capital Management LLC | 8.27% | Reduce -3.1% | 35,555 | $26.6M |
| Fusion Family Wealth, LLC | 1.77% | Reduce -3.6% | 35,533 | $26.6M |
| Endeavor Private Wealth, Inc. | 6.47% | Add +52.8% | 35,526 | $26.6M |
| Wedbush Securities Inc. | 0.69% | Add +7.2% | 35,502 | $26.6M |
| Emergent Wealth Advisors, LLC | 13.80% | Add +2.2% | 35,792 | $26.5M |
| CX Institutional | 0.76% | Reduce -62.2% | 35,282 | $26.4M |
| Hilltop Wealth Advisors, LLC | 13.20% | Reduce -3.2% | 35,233 | $26.4M |
| Congress Park Capital LLC | 7.12% | Add +6.9% | 35,213 | $26.4M |
| Charles Schwab Trust Co | 1.46% | Reduce -2.7% | 34,973 | $26.2M |
| Providence Financial Advisors, LLC | 14.83% | Add +2.9% | 34,810 | $26.1M |
| Walkner Condon Financial Advisors LLC | 3.00% | Add +1.2% | 34,743 | $26.0M |
| Arvest Investments, Inc. | 3.15% | Reduce -7.4% | 34,720 | $26.0M |
| Churchill Financial Advisors, LLC | 5.00% | Add +17.3% | 34,653 | $26.0M |
| Willis Johnson & Associates, Inc. | 1.44% | Reduce -2.7% | 34,525 | $25.9M |
| Oak Barrel Wealth Advisory LLC | 11.41% | — | 34,503 | $25.8M |
| Williams Financial, LLC | 13.32% | Add +4.8% | 34,425 | $25.8M |
| Bradley Foster & Sargent Inc. | 0.36% | Reduce -1.6% | 34,306 | $25.7M |
| Tepp RIA, LLC | 17.42% | Reduce -4.1% | 34,303 | $25.7M |
| 4J Wealth Management LLC | 12.59% | Reduce -1.0% | 34,280 | $25.7M |
| Grey Ledge Advisors, LLC | 5.16% | Reduce -0.5% | 34,273 | $25.7M |
| Everpar Advisors LLC | 7.27% | Add +17.4% | 34,120 | $25.6M |
| Acumen Wealth Advisors, LLC | 5.36% | Reduce -55.7% | 33,792 | $25.3M |
| McAdam, LLC | 0.97% | Reduce -9.5% | 33,698 | $25.2M |
| Sageworth Trust Co | 0.99% | Reduce -0.2% | 33,684 | $25.2M |
| Fort Point Capital Partners LLC | 2.69% | Add +10.3% | 33,654 | $25.2M |
| Vericrest Private Wealth | 22.36% | Reduce -6.7% | 33,557 | $25.1M |
| Chesley Taft & Associates LLC | 0.97% | Add +9.9% | 33,396 | $25.0M |
| Headland Capital, LLC | 6.16% | Add +7.6% | 33,358 | $25.0M |
| SBI Securities Co., Ltd. | 0.56% | Reduce -1.0% | 33,139 | $24.8M |
| Layline Advisors, LLC | 22.26% | Add +17.0% | 33,139 | $24.8M |
| Merited Wealth, LLC | 17.49% | Add +105.5% | 33,023 | $24.7M |
| Insight 2811, Inc. | 10.01% | Reduce -0.1% | 33,016 | $24.7M |
| Lynch & Associates | 4.30% | Reduce -1.6% | 32,887 | $24.6M |
| Cypress Capital Group | 2.29% | Reduce -0.4% | 32,745 | $24.5M |
| Ameliora Wealth Management Ltd. | 7.27% | Reduce -2.6% | 32,682 | $24.5M |
| Pacific Financial Group Inc. | 11.73% | Add +1.8% | 32,680 | $24.5M |
| WBH Advisory Inc. | 1.63% | Reduce -1.2% | 32,486 | $24.3M |
| Northwest Bancshares, Inc. | 4.38% | Add +42.0% | 32,477 | $24.3M |
| Rose Capital Advisors LLC | 13.04% | — | 32,464 | $24.3M |
| Aspen Wealth Strategies, LLC | 11.70% | Add +4.6% | 32,300 | $24.2M |
| Ade, LLC | 10.22% | Add +1.1% | 32,297 | $24.2M |
| Flagstar Securities, Inc. | 7.30% | Add +2.5% | 32,275 | $24.2M |
| Fidelis Wealth Advisors LLC | 36.09% | Reduce -22.8% | 32,248 | $24.1M |
| Csenge Advisory Group | 0.98% | Add +40.0% | 32,139 | $24.1M |
| Astra Wealth Partners LLC | 13.38% | Add +1.8% | 32,086 | $24.0M |
| Great Valley Advisor Group, Inc. | 0.38% | Reduce -2.5% | 32,068 | $24.0M |
| Signature Estate & Investment Advisors LLC | 0.43% | Add +13.7% | 32,056 | $24.0M |
| Polaris Investment Advisors, LLC | 15.37% | Add +38.8% | 32,049 | $24.0M |
| Sapient Capital LLC | 0.31% | Add +44.4% | 32,011 | $24.0M |
| Flagship Harbor Advisors, LLC | 0.91% | Add +17.3% | 31,893 | $23.9M |
| Summit Asset Management, LLC | 3.06% | No change | 31,893 | $23.9M |
| Harbor Group, Inc. | 2.80% | Add +0.7% | 31,818 | $23.8M |
| Foundry Financial Group, Inc. | 10.30% | Add +3.4% | 31,807 | $23.8M |
| Sherman Asset Management, Inc. | 18.46% | Reduce -3.0% | 31,761 | $23.8M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -62.5% | 31,719 | $23.8M |
| Klingenstein Fields & Co. LP | 0.83% | Add +12.0% | 31,623 | $23.7M |
| Caldwell Trust Co | 1.91% | Add +4.0% | 31,504 | $23.6M |
| Avaii Wealth Management, LLC | 6.93% | Add +2.0% | 31,467 | $23.6M |
| Patriot Financial Group Insurance Agency, LLC | 2.42% | Reduce -48.8% | 31,461 | $23.6M |
| Sax Wealth Advisors, LLC | 0.96% | Add +21.6% | 35,996 | $23.5M |
| CRA Financial Services, LLC | 2.71% | Add +2.1% | 31,388 | $23.5M |
| Certified Advisory Corp | 1.90% | Reduce -7.5% | 31,376 | $23.5M |
| Holland Advisory Services, Inc. | 25.93% | Reduce -4.7% | 31,353 | $23.5M |
| Mycio Wealth Partners, LLC | 4.38% | Add +0.6% | 31,261 | $23.4M |
| Hemming& Wealth Management, Inc. | 14.25% | Reduce -1.6% | 31,260 | $23.4M |
| ArborFi Advisors, LLC | 16.90% | Add +2.4% | 31,135 | $23.3M |
| Braeburn Wealth Management LLC | 10.00% | Add +31.8% | 31,112 | $23.3M |
| Bank of New Hampshire | 4.86% | Add +9.6% | 31,088 | $23.3M |
| Kraft, Davis & Associates, LLC | 4.85% | Add +0.2% | 31,045 | $23.2M |
| Element Wealth, LLC | 8.73% | Add +0.2% | 30,967 | $23.2M |
| Kingsview Wealth Management, LLC | 0.28% | Add +0.8% | 30,945 | $23.2M |
| Optiver Holding B.V. | 0.33% | Add +169.2% | 30,944 | $23.2M |
| YHB Investment Advisors, Inc. | 1.48% | Add +35.0% | 30,863 | $23.1M |
| Kastel Capital Advisors, LLC | 14.61% | Add +0.6% | 35,362 | $23.1M |
| Cadinha & Co. LLC | 3.42% | Reduce -1.7% | 30,840 | $23.1M |
| Waldron Private Wealth LLC | 0.80% | Reduce -7.5% | 30,770 | $23.0M |
| Signet Private Wealth LLC | 18.35% | Add +8.0% | 30,735 | $23.0M |
| Core Wealth Advisors, LLC | 16.95% | Add +43.0% | 30,708 | $23.0M |
| Trademark Financial Management, LLC | 9.40% | Reduce -15.4% | 30,642 | $22.9M |
| Nwam LLC | 1.15% | Reduce -3.6% | 30,634 | $22.9M |
| Smith Shellnut Wilson LLC | 8.60% | Add +0.1% | 30,602 | $22.9M |
| Compagnie Lombard Odier SCmA | 0.25% | Reduce -6.7% | 30,575 | $22.9M |
| JCSD Capital, LLC | 33.95% | No change | 30,450 | $22.8M |
| Retirement Wealth Solutions LLC | 12.53% | Add +26.0% | 30,361 | $22.7M |
| Norden Group LLC | 1.85% | Add +189.0% | 30,098 | $22.5M |
| Independent Advisor Alliance | 0.53% | Reduce -87.4% | 30,024 | $22.5M |
| Asset Management Group, Inc. | 3.28% | Reduce -1.1% | 29,882 | $22.4M |
| Wesbanco Bank Inc. | 0.55% | Add +2.4% | 29,757 | $22.3M |
| Sovereign Financial Group, Inc. | 3.40% | Add +13.6% | 29,712 | $22.3M |
| Scissortail Wealth Management, LLC | 4.27% | Add +107.3% | 29,611 | $22.2M |
| Pallas Capital Advisors LLC | 0.68% | Add +9.3% | 29,517 | $22.1M |
| Jeter Robert S II | 21.11% | Add +0.8% | 29,063 | $22.0M |
| Kingswood Wealth Advisors, LLC | 0.89% | Add +5.7% | 29,366 | $22.0M |
| Providence Capital Advisors, LLC | 3.33% | Add +4.5% | 29,342 | $22.0M |
| Strategic Blueprint, LLC | 1.10% | Add +15.6% | 29,321 | $22.0M |
| Thomasville National Bank | 1.20% | — | 29,252 | $21.9M |
| Interactive Financial Advisors, Inc. | 13.29% | Reduce -2.1% | 29,754 | $21.8M |
| Taylor & Morgan Wealth Management, LLC | 10.71% | Add +0.0% | 29,011 | $21.7M |
| Oak Wealth Advisors LLC | 10.40% | Reduce -1.4% | 28,956 | $21.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.51% | New | 28,840 | $21.6M |
| Boston Research & Management Inc. | 4.83% | Reduce -0.7% | 28,863 | $21.6M |
| Market Street Wealth Management Advisors LLC | 3.07% | Reduce -1.7% | 28,809 | $21.6M |
| Associated Banc-Corp | 0.51% | Add +0.8% | 28,794 | $21.6M |
| ACT Advisors, LLC. | 7.15% | Reduce -0.8% | 28,726 | $21.5M |
| Retirement Systems of Alabama | 0.06% | Reduce -0.7% | 28,708 | $21.5M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +258.1% | 28,680 | $21.5M |
| Cornerstone Planning Group LLC | 2.70% | Add +58.9% | 28,527 | $21.4M |
| Trustmark Bank Trust Department | 1.27% | Reduce -0.1% | 28,418 | $21.3M |
| EverSource Wealth Advisors, LLC | 0.71% | Reduce -11.9% | 28,276 | $21.2M |
| NorthRock Partners, LLC | 0.31% | Reduce -0.9% | 28,201 | $21.1M |
| Outlook Wealth Advisors, LLC | 4.56% | Add +0.6% | 28,200 | $21.1M |
| Venture Visionary Partners LLC | 0.59% | Add +12.4% | 28,157 | $21.1M |
| NWF Advisory Services Inc. | 1.98% | Add +1.0% | 28,065 | $21.0M |
| Proficio Capital Partners LLC | 0.75% | Add +29.5% | 28,056 | $21.0M |
| Cooper/Haims Advisors, LLC | 9.01% | Reduce -0.1% | 27,945 | $20.9M |
| Delta Investment Management, LLC | 3.42% | Add +15.6% | 27,784 | $20.8M |
| Common Fund for Nonprofit Organizations | 1.90% | Reduce -14.3% | 27,668 | $20.7M |
| Parsons Capital Management Inc. | 0.93% | Add +1.7% | 27,575 | $20.7M |
| Roger Wittlin Investment Advisory, LLC | 16.21% | Reduce -1.3% | 27,557 | $20.6M |
| Absolute Capital Management, LLC | 5.14% | Add +119.9% | 27,505 | $20.6M |
| Beirne Wealth Consulting Services, LLC | 4.09% | Add +0.6% | 27,441 | $20.6M |
| Focused Alpha, LLC | 5.27% | Add +40.0% | 27,433 | $20.5M |
| United Services Automobile Association | 1.65% | New | 27,334 | $20.5M |
| Pines Wealth Management, LLC | 5.85% | Add +0.6% | 27,131 | $20.3M |
| Keenan, LLC | 14.34% | Add +8.1% | 27,115 | $20.3M |
| Avestar Capital, LLC | 1.20% | Reduce -15.7% | 27,013 | $20.2M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.96% | No change | 27,000 | $20.2M |
| New York Life Investment Management LLC | 0.14% | Add +28.9% | 26,985 | $20.2M |
| SIMA Wealth Partners, LLC | 14.29% | Reduce -5.4% | 26,925 | $20.2M |
| Acropolis Investment Management, LLC | 0.79% | Reduce -2.9% | 26,803 | $20.1M |
| Goepper Burkhardt LLC | 6.03% | Add +3.9% | 26,800 | $20.1M |
| Wiser Wealth Management, Inc | 3.83% | Reduce -1.1% | 26,722 | $20.0M |
| Global Wealth Management Investment Advisory, Inc. | 2.85% | Reduce -0.7% | 26,699 | $20.0M |
| Peoples Bank | 10.26% | Add +9.8% | 26,649 | $20.0M |
| Trifecta Capital Advisors, LLC | 2.57% | Add +0.0% | 26,620 | $19.9M |
| BTC Capital Management, Inc. | 1.21% | Reduce -1.2% | 26,614 | $19.9M |
| Investment Advisory Group, LLC | 4.32% | Add +9.9% | 26,592 | $19.9M |
| Collaborative Capital Advisors LLC | 12.55% | — | 26,540 | $19.9M |
| Phoenix Financial Ltd. | 0.14% | Add +7500.0% | 26,524 | $19.9M |
| Continuum Wealth Advisors, LLC | 6.69% | Add +4.4% | 26,482 | $19.8M |
| Russell Investments Group, Ltd. | 0.02% | Add +52.8% | 26,475 | $19.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.20% | Add +0.8% | 26,472 | $19.8M |
| Mustico Financial Group, Inc. | 12.87% | Add +10.1% | 26,684 | $19.8M |
| BCGM Wealth Management, LLC | 4.17% | Reduce -1.6% | 26,331 | $19.7M |
| ICONIQ Capital, LLC | 0.57% | Reduce -2.5% | 26,299 | $19.7M |
| Arch Global Advisors, LLC | 8.71% | Add +4.8% | 26,286 | $19.7M |
| AlTi Global, Inc. | 0.41% | Reduce -82.5% | 26,239 | $19.6M |
| Waterloo Capital, L.P. | 1.10% | Reduce -67.5% | 26,103 | $19.5M |
| Bigelow Investment Advisors, LLC | 7.07% | Add +1.8% | 26,068 | $19.5M |
| RFG Advisory, LLC | 0.31% | Reduce -6.8% | 26,054 | $19.5M |
| Ausdal Financial Partners, Inc. | 0.76% | Add +0.9% | 26,004 | $19.5M |
| CWA Asset Management Group, LLC | 0.60% | Add +1.5% | 25,990 | $19.5M |
| Stephens Inc. | 0.22% | Add +20.1% | 25,931 | $19.4M |
| Cyndeo Wealth Partners, LLC | 0.91% | Add +5.4% | 25,907 | $19.4M |
| EPG Wealth Management LLC | 4.65% | Reduce -0.5% | 25,907 | $19.4M |
| Highview Capital Management LLC | 5.58% | Reduce -1.2% | 25,895 | $19.4M |
| Montecito Bank & Trust | 2.89% | Reduce -5.0% | 25,770 | $19.3M |
| Columbus Macro, LLC | 1.87% | Reduce -0.2% | 25,616 | $19.2M |
| Zhang Financial LLC | 0.56% | Reduce -8.2% | 25,602 | $19.2M |
| Nordwand Advisors, LLC | 2.93% | Add +2.7% | 25,546 | $19.1M |
| Breakwater Capital Group | 2.29% | Reduce -1.2% | 25,487 | $19.1M |
| Man Group plc | 0.04% | Add +0.8% | 25,412 | $19.0M |
| MassMutual Private Wealth & Trust, FSB | 0.49% | Add +1.1% | 25,392 | $19.0M |
| American National Bank of Texas | 17.31% | Reduce -8.4% | 25,327 | $19.0M |
| Caprock Group, LLC | 0.36% | Add +10.1% | 25,287 | $18.9M |
| Patriot Investment Management Group, Inc. | 1.09% | Reduce -0.1% | 25,206 | $18.9M |
| Inman Jager Wealth Management, LLC | 10.04% | Add +1.1% | 25,197 | $18.9M |
| Wealth Enhancement Trust Services, Inc. | 2.10% | Add +24.2% | 25,185 | $18.9M |
| Fortis Capital Advisors, LLC | 2.12% | Reduce -6.5% | 25,163 | $18.8M |
| CENTRAL TRUST Co | 0.34% | Reduce -1.4% | 25,155 | $18.8M |
| Guardian Wealth Advisors, LLC / NC | 1.06% | Add +2.8% | 25,045 | $18.8M |
| Webster Bank, N. A. | 1.62% | Reduce -0.9% | 24,970 | $18.7M |
| Pine Valley Investments Ltd Liability Co | 0.79% | Reduce -0.7% | 24,935 | $18.7M |
| Harbor Investment Advisory, LLC | 1.30% | Add +0.5% | 24,813 | $18.6M |
| Becker Capital Management Inc. | 0.50% | Add +5.5% | 24,719 | $18.5M |
| SMI Advisory Services, LLC | 2.99% | Add +1.3% | 24,446 | $18.5M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 12.81% | New | 24,607 | $18.4M |
| Secure Asset Management, LLC | 2.59% | Add +6.8% | 24,557 | $18.4M |
| Ironwood Wealth Management, Inc. | 7.71% | Reduce -1.7% | 24,148 | $18.2M |
| Genesis Private Wealth, LLC | 5.12% | Add +5.2% | 24,321 | $18.2M |
| Hardy Reed LLC | 1.17% | Reduce -3.6% | 24,265 | $18.2M |
| First National Trust Co | 0.62% | Add +0.8% | 24,257 | $18.2M |
| Beacon Advisors Holdings, LLC | 8.86% | Reduce -2.6% | 24,178 | $18.1M |
| Tempo Wealth, LLC | 2.68% | Add +3.8% | 24,165 | $18.1M |
| Baring Financial LLC | 9.99% | Reduce -0.1% | 24,164 | $18.1M |
| Parisi Gray Wealth Management | 3.71% | Reduce -0.3% | 24,135 | $18.1M |
| Gainline Financial Partners, LLC | 16.86% | — | 24,119 | $18.1M |
| ETF Store, Inc. | 15.07% | Add +4.5% | 24,062 | $18.0M |
| Ingalls & Snyder LLC | 0.49% | Reduce -0.6% | 24,055 | $18.0M |
| Elyxium Wealth, LLC | 1.89% | Reduce -3.2% | 24,041 | $18.0M |
| Aureus Asset Management, LLC | 1.09% | Reduce -6.5% | 24,015 | $18.0M |
| Barclays PLC | 0.01% | Reduce -6.6% | 24,006 | $18.0M |
| Hoese & Co LLP | 11.63% | Reduce -1.9% | 23,906 | $17.9M |
| Dimension Capital Management LLC | 2.09% | Add +0.8% | 23,824 | $17.8M |
| Foundation Wealth Management, LLC\PA | 5.38% | Add +19.0% | 23,813 | $17.8M |
| Mosaic Financial Group, LLC | 11.39% | Reduce -0.3% | 23,769 | $17.8M |
| Verum Partners LLC | 2.69% | Reduce -0.9% | 23,767 | $17.8M |
| Cherry Tree Wealth Management, LLC | 3.34% | Reduce -0.4% | 23,740 | $17.8M |
| Atlantic Edge Private Wealth Management, LLC | 3.63% | Add +3.3% | 23,648 | $17.7M |
| Anderson Hoagland & Co. | 1.39% | Reduce -1.5% | 23,629 | $17.7M |
| Steel Grove Capital Advisors, LLC | 1.65% | Reduce -10.2% | 23,553 | $17.6M |
| Campion Asset Management | 10.75% | Add +1.2% | 23,525 | $17.6M |
| Lutz Financial Services LLC | 1.07% | Reduce -1.1% | 23,501 | $17.6M |
| ALM First Financial Advisors, LLC | 2.95% | Add +23.5% | 23,355 | $17.5M |
| Global Wealth Management, LLC | 8.90% | Add +0.1% | 23,345 | $17.5M |
| Omega Financial Group, LLC | 5.30% | Add +1.3% | 23,260 | $17.4M |
| Roof Eidam Maycock Peralta, LLC | 3.42% | Add +0.7% | 23,215 | $17.4M |
| MainStreet Investment Advisors LLC | 2.36% | Add +29.4% | 23,168 | $17.4M |
| GWN Securities Inc. | 2.89% | Add +14.1% | 23,100 | $17.3M |
| DWR Wealth Management, LLC | 12.94% | Reduce -5.1% | 23,234 | $17.3M |
| Meadow Creek Wealth Advisors LLC | 10.51% | Add +0.7% | 22,991 | $17.2M |
| Box Hill Private Wealth LLC | 13.81% | Add +4.0% | 22,988 | $17.2M |
| Forbes Financial Planning, Inc. | 9.22% | Reduce -1.0% | 22,945 | $17.2M |
| Sound Income Strategies, LLC | 0.77% | Add +15.4% | 22,945 | $17.2M |
| Broadview Financial Management, LLC | 10.48% | Reduce -1.7% | 22,921 | $17.2M |
| Red Door Wealth Management, LLC | 1.56% | Add +1.7% | 22,870 | $17.1M |
| PFG Advisors | 0.86% | Reduce -9.6% | 22,819 | $17.1M |
| Gerald Baker Financial Group LLC | 4.84% | Add +2.8% | 22,718 | $17.0M |
| Rock Creek Group LLC | 1.71% | Reduce -31.1% | 22,717 | $17.0M |
| HighPoint Advisor Group LLC | 0.60% | Add +3.0% | 22,700 | $17.0M |
| Concorde Asset Management, LLC | 9.81% | Add +8.3% | 22,630 | $16.9M |
| Moisand Fitzgerald Tamayo, LLC | 1.64% | Reduce -2.0% | 22,439 | $16.8M |
| Motive Wealth Advisors | 6.90% | Reduce -0.1% | 22,414 | $16.8M |
| Pinnacle Family Advisors, LLC | 7.04% | Reduce -2.0% | 22,404 | $16.8M |
| Fusion Capital, LLC | 3.88% | Reduce -3.0% | 22,272 | $16.7M |
| Strategic Wealth Partners, Ltd. | 1.03% | Add +2.8% | 22,254 | $16.7M |
| Greenhouse Wealth Management, LLC | 11.65% | Reduce -0.3% | 22,130 | $16.6M |
| Empower Advisory Group, LLC | 0.04% | Add +5.7% | 22,022 | $16.5M |
| IFG Advisory, LLC | 0.58% | Add +10185.0% | 22,010 | $16.5M |
| EFG International AG | 0.31% | Add +12.4% | 22,006 | $16.5M |
| Park National Corp. | 0.46% | Reduce -0.2% | 22,006 | $16.5M |
| Portfolio Resources Advisor Group, Inc. | 13.82% | Add +74.3% | 21,819 | $16.3M |
| Vanguard National Trust Co | 0.89% | Reduce -1.5% | 21,803 | $16.3M |
| MFA Wealth Services | 9.71% | Reduce -1.6% | 21,704 | $16.3M |
| Oarsman Capital, Inc. | 1.72% | Reduce -9.0% | 21,685 | $16.2M |
| Lakeshore Capital Group, Inc. | 12.01% | Add +1.3% | 21,671 | $16.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.31% | Add +0.1% | 21,572 | $16.2M |
| DecisionMap Wealth Management, LLC | 9.04% | Add +3.0% | 21,569 | $16.2M |
| Doliver Advisors, LP | 3.64% | Add +0.2% | 21,445 | $16.1M |
| Larch Capital Partners LLC | 2.30% | Add +20.3% | 21,441 | $16.1M |
| HBK Sorce Advisory LLC | 0.31% | Add +4.8% | 20,759 | $16.1M |
| Bright Financial Advisors, Inc. | 6.72% | Reduce -0.3% | 21,424 | $16.0M |
| GenTrust, LLC | 0.62% | No change | 21,423 | $16.0M |
| Transamerica Financial Advisors, LLC | 1.36% | Add +19.7% | 21,398 | $16.0M |
| Sound Stewardship, LLC | 6.60% | Add +2.5% | 21,356 | $16.0M |
| TSA Wealth Managment LLC | 4.52% | Add +0.1% | 21,345 | $16.0M |
| Fiera Capital Corp | 0.06% | Reduce -0.1% | 21,288 | $15.9M |
| Money Concepts Capital Corp. | 0.74% | Add +4.4% | 21,282 | $15.9M |
| Benchmark Financial Wealth Advisors, LLC | 3.93% | Add +9.4% | 21,272 | $15.9M |
| Palisades Hudson Asset Management, L.P. | 5.57% | Add +0.8% | 21,253 | $15.9M |
| Kooman & Associates | 4.27% | Add +0.4% | 21,248 | $15.9M |
| Unique Wealth Strategies, LLC | 5.79% | Add +7.9% | 21,164 | $15.8M |
| Disciplina Capital Management LLC | 1.63% | Reduce -11.8% | 21,050 | $15.8M |
| Private Trust Co. NA | 1.26% | Reduce -4.6% | 21,030 | $15.7M |
| Sierra Capital LLC | 1.52% | Add +0.0% | 21,012 | $15.7M |
| Tyche Wealth Partners LLC | 2.20% | Add +31.5% | 20,963 | $15.7M |
| Davis Wealth Advisors, LLC | 12.13% | Add +39.9% | 20,944 | $15.7M |
| Peterson Wealth Advisors, LLC | 1.85% | Reduce -2.6% | 20,944 | $15.7M |
| Sepio Capital, LP | 0.79% | Add +0.4% | 20,923 | $15.7M |
| Goldstone Financial Group, LLC | 1.43% | Reduce -3.5% | 20,909 | $15.7M |
| Bulltick Wealth Management, LLC | 3.19% | Add +0.5% | 20,905 | $15.7M |
| Novem Group | 1.59% | Add +4.5% | 20,874 | $15.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.23% | Reduce -6.9% | 20,833 | $15.6M |
| TritonPoint Partners, LLC | 1.29% | Add +8.0% | 20,818 | $15.6M |
| MRWM Advisors, LLC | 6.39% | Add +0.9% | 20,771 | $15.6M |
| Archvest Wealth Advisors, Inc. | 8.98% | Add +7.2% | 20,719 | $15.5M |
| Claro Advisors Inc. | 1.63% | Reduce -0.6% | 20,715 | $15.5M |
| JDM Financial Group LLC | 5.29% | Reduce -1.5% | 20,687 | $15.5M |
| Objective Capital Management, LLC | 13.74% | Add +2.3% | 20,659 | $15.5M |
| North Star Investment Management Corp. | 0.84% | Reduce -1.0% | 20,607 | $15.4M |
| Lanark Financial, Inc. | 1.05% | Add +9.9% | 20,592 | $15.4M |
| Pembroke Management, LTD | 1.99% | Reduce -6.9% | 20,566 | $15.4M |
| Centurion Wealth Management LLC | 3.68% | Reduce -6.9% | 20,557 | $15.4M |
| Ted Buchan & Co | 5.04% | Add +0.4% | 20,557 | $15.4M |
| Chicago Capital, LLC | 0.37% | Add +3.4% | 20,531 | $15.4M |
| Revolve Wealth Partners, LLC | 1.60% | Add +14.3% | 20,525 | $15.4M |
| Gould Asset Management LLC | 2.42% | Reduce -5.5% | 20,523 | $15.4M |
| Barnes Wealth Management Group, Inc | 7.09% | Add +65.6% | 20,486 | $15.3M |
| Moors & Cabot, Inc. | 0.60% | Add +20.8% | 20,474 | $15.3M |
| Insigneo Advisory Services, LLC | 0.58% | Add +1.7% | 20,466 | $15.3M |
| Koshinski Asset Management, Inc. | 0.81% | Reduce -0.8% | 20,306 | $15.2M |
| Telos Capital Management, Inc. | 1.34% | Add +1.0% | 20,277 | $15.2M |
| Thoroughbred Financial Services, LLC | 0.72% | Add +0.2% | 20,079 | $15.0M |
| Cedarwood Wealth LLC | 11.34% | Reduce -2.3% | 20,037 | $15.0M |
| Resolute Wealth Advisor, Inc. | 8.54% | No change | 22,968 | $15.0M |
| Perennial Investment Advisors, LLC | 1.00% | Reduce -17.0% | 20,032 | $15.0M |
| Post Resch Tallon Group Inc. | 10.36% | Reduce -0.4% | 20,005 | $15.0M |
| 4Thought Financial Group Inc. | 7.03% | Reduce -31.5% | 19,967 | $15.0M |
| Sentry LLC | 4.18% | Add +0.3% | 19,936 | $14.9M |
| Godfrey Financial Associates, Inc. | 11.42% | Reduce -0.6% | 19,927 | $14.9M |
| DAVENPORT & Co LLC | 0.08% | Add +13.6% | 19,846 | $14.9M |
| Beaird Harris Wealth Management, LLC | 0.93% | Add +1.5% | 19,799 | $14.8M |
| Wealth Management Partners, LLC | 3.49% | Add +0.3% | 19,785 | $14.8M |
| Precedent Wealth Partners, LLC | 2.46% | Reduce -1.3% | 19,774 | $14.8M |
| CrossGen Wealth, LLC | 11.48% | Reduce -0.6% | 19,739 | $14.8M |
| Evernest Financial Advisors, LLC | 3.08% | Reduce -7.3% | 19,663 | $14.7M |
| MidAtlantic Capital Management, Inc. | 9.14% | Reduce -1.6% | 19,649 | $14.7M |
| REDW Wealth LLC | 5.25% | Reduce -1.4% | 19,577 | $14.7M |
| Glen Eagle Advisors, LLC | 1.84% | Add +2.7% | 19,492 | $14.6M |
| Shulman DeMeo Asset Management LLC | 2.72% | Add +0.1% | 19,410 | $14.5M |
| ASL Financial, LLC | 10.22% | Reduce -0.1% | 19,377 | $14.5M |
| Illinois Municipal Retirement Fund | 0.16% | Reduce -59.8% | 19,250 | $14.4M |
| Latitude Advisors, LLC | 5.74% | Reduce -5.5% | 19,210 | $14.4M |
| Etesian Wealth Advisors, Inc. | 4.25% | Reduce -3.3% | 19,184 | $14.4M |
| Instrumental Wealth, LLC | 7.23% | Add +4.1% | 19,073 | $14.3M |
| Williams Jones Wealth Management, LLC. | 0.16% | Reduce -0.1% | 19,046 | $14.3M |
| Centennial Wealth Advisory LLC | 3.08% | Reduce -1.7% | 19,025 | $14.3M |
| Planwiser Financial, LLC | 9.90% | Reduce -2.2% | 19,023 | $14.2M |
| Fisher Asset Management | 0.00% | Add +59.4% | 19,000 | $14.2M |
| Renaissance Technologies | 0.02% | New | 18,980 | $14.2M |
| International Assets Investment Management, LLC | 0.85% | Add +50.7% | 18,942 | $14.2M |
| Wealth Management Associates, Inc. | 3.90% | Add +0.0% | 18,849 | $14.1M |
| NFSG Corp | 1.74% | Add +4.1% | 18,831 | $14.1M |
| North Berkeley Wealth Management, LLC | 5.69% | Add +55.8% | 18,801 | $14.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Add +27.9% | 18,828 | $14.0M |
| Milestone Asset Management, LLC | 2.21% | Add +140.1% | 18,751 | $14.0M |
| BG Investment Services, LLC | 10.11% | Reduce -3.6% | 18,740 | $14.0M |
| Wayfinding Financial, LLC | 5.30% | Add +13.5% | 18,668 | $14.0M |
| GW&K Investment Management, LLC | 0.11% | Add +0.4% | 18,645 | $14.0M |
| Horst & Graben Wealth Management LLC | 1.83% | Add +0.6% | 18,580 | $13.9M |
| Postrock Partners LLC | 5.64% | Add +5.9% | 18,522 | $13.9M |
| MinichMacGregor Wealth Management, LLC | 2.10% | Add +2.3% | 18,500 | $13.9M |
| Ewing Morris & Co. Investment Partners Ltd. | 7.21% | Add +7.3% | 18,383 | $13.8M |
| Integrity Advisory Solutions, LLC | 1.41% | Add +11.1% | 18,332 | $13.7M |
| Simmons Bank | 0.78% | Add +2.2% | 18,311 | $13.7M |
| MBE Wealth Management, LLC | 4.82% | Reduce -0.3% | 18,305 | $13.7M |
| Syntax Research, Inc. | 10.02% | Reduce -0.9% | 18,266 | $13.7M |
| Welch Group, LLC | 0.47% | Reduce -0.1% | 18,233 | $13.7M |
| Argent Advisors, Inc. | 3.40% | Add +1.4% | 18,149 | $13.6M |
| Garrison Point Advisors, LLC | 5.46% | Add +6.9% | 17,985 | $13.5M |
| Symphony Financial, Ltd. Co. | 1.47% | Add +4.5% | 17,999 | $13.4M |
| Advisory Resource Group | 2.02% | Add +4.7% | 17,909 | $13.4M |
| Yanni & Associates Investment Advisors, LLC | 12.32% | Reduce -0.6% | 17,828 | $13.4M |
| Pitcairn Wealth Advisors LLC | 1.46% | Add +22.7% | 17,801 | $13.3M |
| Bison Wealth, LLC | 1.23% | Add +8.6% | 17,633 | $13.3M |
| Rialto Wealth Management, LLC | 2.61% | Add +10.6% | 17,631 | $13.2M |
| Balefire, LLC | 2.15% | Add +244.7% | 17,608 | $13.2M |
| First Heartland Consultants, Inc. | 0.85% | Add +30.5% | 17,602 | $13.2M |
| One Day In July LLC | 0.92% | Add +3.4% | 17,579 | $13.2M |
| Forum Private Client Group LLC | 3.91% | Add +2.2% | 17,546 | $13.1M |
| Trail Ridge Investment Advisors, LLC | 5.53% | Reduce -0.9% | 17,470 | $13.1M |
| American National Bank & Trust | 1.12% | Reduce -0.2% | 17,451 | $13.1M |
| Roundview Capital LLC | 0.71% | Add +2.0% | 17,438 | $13.1M |
| LifePlan Investment Advisors, Inc. | 4.49% | Add +66.4% | 17,403 | $13.0M |
| jvl associates llc | 3.70% | Reduce -3.0% | 17,402 | $13.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.64% | Reduce -5.5% | 17,344 | $13.0M |
| Eagle Strategies LLC | 1.29% | Add +7.5% | 17,298 | $13.0M |
| Wedmont Private Capital | 0.36% | Add +5.9% | 17,078 | $12.9M |
| FOCUS Wealth Advisors, LLC | 5.99% | Reduce -11.5% | 17,263 | $12.9M |
| HUB Investment Partners, LLC | 0.24% | Add +103.2% | 17,261 | $12.9M |
| Louisbourg Investments Inc. | 2.38% | Reduce -6.5% | 17,250 | $12.9M |
| Founders Financial Securities LLC | 0.66% | Reduce -3.7% | 17,247 | $12.9M |
| Leavell Investment Management, Inc. | 0.47% | Add +1.6% | 17,227 | $12.9M |
| Emerald Advisors, LLC | 1.62% | Add +5.3% | 17,224 | $12.9M |
| Columbia Bank | 2.87% | Add +6.6% | 17,080 | $12.8M |
| Bank Pictet & Cie (Europe) AG | 0.25% | No change | 17,068 | $12.8M |
| London Co. of Virginia | 0.07% | Reduce -53.9% | 17,020 | $12.8M |
| Busey Bank | 0.31% | Add +8.8% | 16,960 | $12.7M |
| Blueprint Investment Partners LLC | 1.06% | Reduce -16.0% | 16,945 | $12.7M |
| Fiduciary Financial Advisors | 1.29% | Add +285.7% | 16,956 | $12.7M |
| Main Street Financial Solutions, LLC | 0.81% | Add +2.9% | 16,927 | $12.7M |
| Cornerstone Wealth Partners, LLC | 5.87% | Add +15.8% | 16,875 | $12.6M |
| Vista Finance, LLC | 7.05% | Add +372.9% | 16,853 | $12.6M |
| Xponance LLC | 0.08% | Reduce -19.9% | 16,826 | $12.6M |
| TIAA Wealth Investment Management LLC | 0.08% | Reduce -0.9% | 16,922 | $12.6M |
| CBM Financial, LLC | 7.49% | Reduce -2.7% | 16,855 | $12.6M |
| Verdence Capital Advisors LLC | 0.66% | Reduce -2.1% | 16,796 | $12.6M |
| Allium Financial Advisors, LLC | 8.22% | Add +4.5% | 16,775 | $12.6M |
| Welch & Forbes LLC | 0.15% | Reduce -1.8% | 16,765 | $12.6M |
| Milestone Investment Advisors LLC | 2.71% | Add +0.2% | 16,755 | $12.5M |
| Whalerock Point Partners, LLC | 2.20% | Reduce -1.8% | 16,678 | $12.5M |
| Connecticut Wealth Management, LLC | 0.46% | Reduce -0.8% | 16,670 | $12.5M |
| Blalock Williams, LLC | 8.08% | Add +74.9% | 16,650 | $12.5M |
| MA Private Wealth | 1.85% | Reduce -0.6% | 16,610 | $12.4M |
| NorthCrest Asset Manangement, LLC | 0.32% | Add +8.8% | 16,384 | $12.4M |
| Sykon Capital LLC | 3.80% | New | 16,475 | $12.3M |
| Beacon Bridge Wealth Partners, LLC | 3.51% | Add +1.1% | 16,429 | $12.3M |
| Bulwark Capital Corp | 6.88% | Add +2.6% | 16,326 | $12.2M |
| Aprio Wealth Management, LLC | 0.60% | Add +7.8% | 16,306 | $12.2M |
| Y.D. More Investments Ltd | 0.38% | No change | 16,287 | $12.2M |
| Tred Avon Family Wealth, LLC | 3.72% | Add +0.5% | 16,175 | $12.1M |
| Twin Focus Capital Partners, LLC | 1.23% | No change | 16,116 | $12.1M |
| Pictet Asset Management Holding SA | 0.01% | Add +1062.5% | 16,112 | $12.0M |
| White Pine Capital LLC | 2.83% | Add +5.6% | 15,977 | $12.0M |
| Platform Technology Partners | 1.96% | Add +2.2% | 15,946 | $11.9M |
| Chesapeake Wealth Management | 3.35% | Reduce -3.3% | 15,939 | $11.9M |
| Aegis Wealth Management LLC | 5.60% | Add +1.6% | 15,894 | $11.9M |
| Chung Wu Investment Group, LLC | 7.81% | Reduce -0.4% | 15,868 | $11.9M |
| Zenith Solutions, Inc. | 10.76% | — | 15,850 | $11.9M |
| Triad Wealth Partners, LLC | 0.70% | Add +49.2% | 15,577 | $11.9M |
| Evergreen Capital Management LLC | 0.21% | Add +2.5% | 15,829 | $11.9M |
| GeoWealth Management, LLC | 0.37% | Add +14.2% | 15,805 | $11.8M |
| Solstein Capital, LLC | 4.05% | No change | 15,798 | $11.8M |
| Steigerwald, Gordon & Koch Inc. | 1.17% | Add +0.2% | 15,755 | $11.8M |
| TCI Wealth Advisors, Inc. | 0.51% | Reduce -0.5% | 15,751 | $11.8M |
| Two Sigma Securities, LLC | 1.01% | New | 15,697 | $11.8M |
| Mechanics Financial Corp | 4.19% | Add +6.9% | 15,650 | $11.7M |
| Boyd Wealth Management, LLC | 4.44% | Reduce -0.7% | 15,648 | $11.7M |
| JT Stratford LLC | 1.29% | Add +7.0% | 15,636 | $11.7M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -4.7% | 15,601 | $11.7M |
| KPP Advisory Services LLC | 1.48% | Reduce -12.1% | 15,576 | $11.7M |
| Dynamic Advisor Solutions LLC | 0.33% | Reduce -68.6% | 15,560 | $11.7M |
| FDx Advisors, Inc. | 3.51% | Add +30.2% | 15,544 | $11.6M |
| Ticino Wealth | 3.65% | Reduce -2.8% | 15,468 | $11.6M |
| SC&H Financial Advisors, Inc. | 1.53% | Reduce -4.5% | 15,422 | $11.5M |
| Sandhill Capital Partners LLC | 0.94% | Add +142.8% | 15,417 | $11.5M |
| EdgeRock Capital LLC | 2.61% | Add +4.8% | 15,404 | $11.5M |
| Carnegie Investment Counsel | 0.23% | Reduce -2.3% | 15,388 | $11.5M |
| WLTH Capital Management, LLC | 7.39% | Reduce -4.8% | 15,386 | $11.5M |
| Security National Bank | 1.37% | Add +7.3% | 15,348 | $11.5M |
| Manhattan West Asset Management, LLC | 1.92% | Reduce -0.4% | 15,340 | $11.5M |
| Red Wave Investments LLC | 2.91% | Reduce -2.4% | 15,315 | $11.5M |
| Mountain Hill Investment Partners Corp. | 6.49% | Reduce -0.3% | 15,295 | $11.5M |
| Vantus Wealth LLC | 6.13% | — | 15,279 | $11.4M |
| Krilogy Financial LLC | 0.34% | Add +7.4% | 15,195 | $11.4M |
| Cape Ann Savings Bank | 5.36% | Reduce -0.9% | 15,192 | $11.4M |
| Elm Partners Management LLC | 0.41% | Add +3.0% | 15,186 | $11.4M |
| Independent Solutions Wealth Management, LLC | 1.48% | Add +8.3% | 15,125 | $11.3M |
| Montis Financial, LLC | 2.31% | Reduce -0.6% | 15,098 | $11.3M |
| Joel Isaacson & Co., LLC | 0.33% | Add +0.1% | 15,057 | $11.3M |
| Maseco LLP | 0.32% | Reduce -7.7% | 15,027 | $11.3M |
| W Advisors, LLC | 5.11% | Add +23.4% | 14,997 | $11.2M |
| Plante Moran Financial Advisors, LLC | 0.52% | Add +4.3% | 14,992 | $11.2M |
| Chapin Davis, Inc. | 1.97% | Reduce -2.3% | 14,991 | $11.2M |
| Harbor Advisory Corp. | 2.99% | Reduce -1.7% | 14,901 | $11.2M |
| National Wealth Management Group, LLC | 3.45% | Reduce -1.3% | 14,888 | $11.1M |
| Legacy Edge Advisors, LLC | 1.02% | Add +3.8% | 14,840 | $11.1M |
| TriCert Investment Counsel Inc. | 1.03% | — | 14,775 | $11.1M |
| IFC Advisors LLC | 1.40% | Add +0.1% | 14,771 | $11.1M |
| Abacus Planning Group, Inc. | 1.37% | Add +2.0% | 14,754 | $11.0M |
| Chilton Investment Co. Inc. | 0.27% | Add +596.4% | 14,750 | $11.0M |
| Lighthouse Financial LLC | 5.73% | Reduce -2.7% | 14,742 | $11.0M |
| Curtis Wealth Management LLC | 9.36% | Add +75.4% | 14,742 | $11.0M |
| 5T Wealth, LLC | 4.11% | Add +29.9% | 14,723 | $11.0M |
| Sugar Maple Asset Management, LLC | 7.11% | Reduce -2.3% | 14,720 | $11.0M |
| Investment Management Corp. /Va/ | 9.20% | Add +0.3% | 14,716 | $11.0M |
| Arrien Investments, Inc. | 5.55% | Reduce -2.3% | 14,703 | $11.0M |
| Gen-Wealth Partners Inc | 3.06% | Add +7.5% | 14,691 | $11.0M |
| Maia Wealth LLC | 1.62% | Reduce -1.8% | 14,689 | $11.0M |
| Geneva Partners, LLC | 2.92% | Reduce -1.2% | 14,642 | $11.0M |
| Schorn Wealth LLC | 2.87% | Add +50.6% | 14,635 | $11.0M |
| Schuylkill Financial LLC | 10.13% | — | 14,627 | $11.0M |
| Meridian Financial Advisors, LLC | 5.26% | Reduce -2.4% | 14,620 | $10.9M |
| Marquette Associates, Inc. | 7.98% | No change | 14,614 | $10.9M |
| Asset Allocation & Management Company, LLC | 3.58% | No change | 14,595 | $10.9M |
| Storen Legacy Partners, LLC | 2.98% | Add +13.3% | 14,572 | $10.9M |
| Bawa N Mallick Trust | 3.53% | Add +26.6% | 14,560 | $10.9M |
| Successful Portfolios LLC | 5.06% | Add +2.7% | 14,309 | $10.8M |
| Avid Wealth Partners LLC | 5.24% | Reduce -4.0% | 14,463 | $10.8M |
| Apex Wealth Management, LLC | 6.60% | Add +2.0% | 14,431 | $10.8M |
| Calamos Advisors LLC | 0.06% | Reduce -94.7% | 14,421 | $10.8M |
| Marathon Strategic Advisors, LLC | 6.09% | Reduce -3.4% | 14,417 | $10.8M |
| SMART Wealth LLC | 2.33% | Add +134.7% | 14,406 | $10.8M |
| 1015 Capital Partners, LLC | 9.00% | Reduce -0.0% | 14,341 | $10.7M |
| Keel Point, LLC | 0.63% | Reduce -3.6% | 14,325 | $10.7M |
| Sfm, LLC | 5.49% | Reduce -4.2% | 14,296 | $10.7M |
| Unify Financial Advisors | 9.88% | Add +24.8% | 14,291 | $10.7M |
| Marin Bay Wealth Advisors, LLC | 5.73% | Reduce -84.7% | 14,237 | $10.7M |
| Cutler Investment Counsel LLC | 1.00% | Add +2.7% | 14,234 | $10.7M |
| WPG Advisers, LLC | 6.26% | Add +5.9% | 14,227 | $10.7M |
| Strathmore Capital Advisors, Inc. | 2.87% | Reduce -4.5% | 14,153 | $10.6M |
| Continuum Advisory, LLC | 0.86% | Add +4.5% | 14,199 | $10.6M |
| LaSalle St. Investment Advisors, LLC | 1.29% | Add +0.4% | 14,117 | $10.6M |
| Presidio Capital Management, LLC | 2.64% | Add +11.5% | 14,114 | $10.6M |
| XY Planning Network, Inc. | 1.33% | Add +17.3% | 14,106 | $10.6M |
| Coign Capital Advisors LLC | 4.75% | Add +2.1% | 14,094 | $10.6M |
| Wealthgarden F.S. LLC | 5.95% | Add +97.6% | 14,017 | $10.5M |
| Blueprint Financial Advisors LLC | 1.16% | New | 13,991 | $10.5M |
| Riverwater Partners LLC | 3.10% | Add +4.2% | 13,935 | $10.4M |
| Nepc LLC | 0.19% | Add +0.2% | 13,913 | $10.4M |
| Canvas Wealth Advisors, LLC | 1.45% | Reduce -6.8% | 13,883 | $10.4M |
| Nelson Capital Management, LLC | 1.14% | Add +7.1% | 13,877 | $10.4M |
| waypoint wealth counsel | 6.51% | Add +1.6% | 13,858 | $10.4M |
| Titleist Asset Management, LLC | 0.70% | Add +20.1% | 13,853 | $10.4M |
| Arete Wealth Advisors, LLC | 0.69% | Add +8.9% | 13,835 | $10.4M |
| Granite Harbor Advisors, Inc. | 4.13% | Reduce -6.8% | 13,778 | $10.3M |
| COFG Advisors, LLC | 1.77% | Reduce -4.1% | 13,732 | $10.3M |
| BCU Wealth Advisors, LLC | 3.41% | Add +60.6% | 13,727 | $10.3M |
| BWM Planning, LLC | 2.38% | Add +2.5% | 13,720 | $10.3M |
| NatWest Group plc | 1.83% | No change | 13,700 | $10.3M |
| Hilltop National Bank | 2.19% | Reduce -1.7% | 13,683 | $10.2M |
| C2C Wealth Management, LLC | 7.99% | Add +4.3% | 13,614 | $10.2M |
| Curated Wealth Partners LLC | 1.18% | Add +16.0% | 13,595 | $10.2M |
| Activest Wealth Management | 1.97% | Add +0.5% | 13,590 | $10.2M |
| Greenwood Gearhart LLC | 0.47% | Reduce -0.6% | 13,559 | $10.2M |
| Transcend Capital Advisors, LLC | 0.69% | Add +17.2% | 13,557 | $10.2M |
| Awm Capital, LLC | 0.81% | Add +0.5% | 13,545 | $10.1M |
| S.A. Mason LLC | 3.12% | Add +6.8% | 13,540 | $10.1M |
| Trust Point Inc. | 0.86% | Add +4.0% | 13,533 | $10.1M |
| Pittenger & Anderson Inc. | 0.36% | Add +1.1% | 13,473 | $10.1M |
| Ethos Financial Group, LLC | 0.67% | Reduce -2.3% | 13,672 | $10.1M |
| Quartz Partners, LLC | 3.29% | Add +1.2% | 13,407 | $10.0M |
| Riverbend Wealth Management, LLC | 5.09% | Add +6.7% | 13,369 | $10.0M |
| Genesis Wealth Advisors, LLC | 5.98% | Add +0.3% | 13,355 | $10.0M |
| Uptick Partners, LLC | 1.55% | Add +9.6% | 13,303 | $10.0M |
| Facet Wealth, Inc. | 0.14% | Add +11.8% | 13,289 | $10.0M |
| Cosner Financial Group, LLC | 5.11% | Reduce -37.9% | 13,270 | $9.9M |
| Strategy Asset Managers LLC | 1.48% | Add +10.4% | 13,239 | $9.9M |
| Commonwealth Retirement Investments LLC | 2.69% | Add +7.4% | 13,227 | $9.9M |
| TFR Capital, LLC. | 2.79% | Add +21.8% | 13,214 | $9.9M |
| Mendota Financial Group, LLC | 6.12% | Reduce -1.3% | 13,196 | $9.9M |
| Ironwood Investment Counsel, LLC | 1.30% | Reduce -1.2% | 13,185 | $9.9M |
| Lexington Hill Partners, LLC | 4.79% | Reduce -0.1% | 13,180 | $9.9M |
| First Growth Capital LLC | 7.49% | Reduce -5.5% | 13,173 | $9.9M |
| J Hagan Capital, Inc. | 4.56% | Add +3.7% | 13,157 | $9.9M |
| Ami Investment Management Inc. | 2.09% | New | 13,136 | $9.8M |
| Pension & Wealth Management Advisors, Inc. | 2.64% | Reduce -0.5% | 13,074 | $9.8M |
| Raleigh Capital Management Inc. | 3.12% | Add +62.4% | 13,069 | $9.8M |
| Leuthold Group, LLC | 0.98% | Reduce -0.0% | 13,036 | $9.8M |
| Shoker Investment Counsel, Inc. | 2.45% | Reduce -3.6% | 13,013 | $9.7M |
| Granby Capital Management, LLC | 5.08% | No change | 13,000 | $9.7M |
| Nilsine Partners, LLC | 0.67% | Add +0.9% | 12,993 | $9.7M |
| Gallagher Capital Advisors, LLC | 5.57% | New | 12,967 | $9.7M |
| Forefront Wealth Partners, LLC | 3.00% | Reduce -2.5% | 12,935 | $9.7M |
| Barrett & Company, Inc. | 2.71% | Add +3.1% | 12,919 | $9.7M |
| Purewater Capital LLC | 6.98% | Add +31.7% | 12,910 | $9.7M |
| SK Wealth Management, LLC | 2.18% | Add +24.9% | 12,443 | $9.7M |
| Clearstead Trust, LLC | 1.26% | Add +8.8% | 12,903 | $9.7M |
| MSH Capital Advisors LLC | 1.68% | Reduce -1.0% | 12,902 | $9.7M |
| Investment Research Partners LLC | 3.27% | Reduce -0.6% | 12,901 | $9.7M |
| Prudent Man Advisors, LLC | 2.21% | Add +7.4% | 12,854 | $9.6M |
| DeLarme Wealth Management, Inc. | 5.58% | Add +1.1% | 12,841 | $9.6M |
| West Bancorporation Inc. | 4.10% | Reduce -3.7% | 12,811 | $9.6M |
| Two West Capital Advisors LLC | 4.75% | Add +65.6% | 12,819 | $9.6M |
| Navigoe, LLC | 4.99% | Add +3.9% | 12,752 | $9.5M |
| Cambria Investment Management, L.P. | 0.47% | Add +237.8% | 12,735 | $9.5M |
| Fortis Capital Management LLC | 1.07% | Add +17.3% | 12,717 | $9.5M |
| Private Advisory Group LLC | 0.53% | Reduce -6.3% | 12,717 | $9.5M |
| Basso Capital Management, L.P. | 2.35% | New | 12,717 | $9.5M |
| InTrack Investment Management Inc | 4.72% | Add +19.0% | 12,709 | $9.5M |
| Brand Asset Management Group, Inc. | 2.10% | Add +4.0% | 12,704 | $9.5M |
| Reality Financial Planning Services, LLC | 9.17% | Reduce -1.3% | 12,692 | $9.5M |
| TFB Advisors LLC | 4.19% | Add +17.9% | 12,692 | $9.5M |
| McMill Wealth Management | 2.28% | Reduce -3.7% | 12,687 | $9.5M |
| Transcendent Capital Group LLC | 3.66% | Add +1.3% | 12,570 | $9.4M |
| KWB Wealth | 0.80% | Reduce -8.1% | 12,547 | $9.4M |
| Sage Mountain Advisors LLC | 0.58% | Add +6.1% | 12,524 | $9.4M |
| Bull Harbor Capital LLC | 1.83% | Add +9.2% | 12,524 | $9.4M |
| Qube Research & Technologies Ltd | 0.01% | New | 12,477 | $9.3M |
| WASHINGTON TRUST Co | 0.29% | Reduce -1.4% | 12,474 | $9.3M |
| HighRoad Wealth Advisors, LLC | 7.86% | Reduce -1.6% | 12,450 | $9.3M |
| Equity Wealth Partners, LLC | 3.35% | Add +666.7% | 12,428 | $9.3M |
| Accelerate Investment Advisors LLC | 5.34% | Add +43.7% | 12,427 | $9.3M |
| Canal Capital Management, LLC | 1.14% | Reduce -33.6% | 12,425 | $9.3M |
| Confluence Wealth Services, Inc. | 0.27% | Add +4.8% | 12,418 | $9.3M |
| Integrated Investment Consultants, LLC | 1.83% | Reduce -1.9% | 12,392 | $9.3M |
| Agf Management Ltd. | 0.04% | Reduce -24.5% | 12,389 | $9.3M |
| First Financial Corp. | 3.21% | No change | 12,380 | $9.3M |
| Keystone Financial Group | 0.55% | Reduce -19.6% | 12,359 | $9.3M |
| WealthSpring Partners, LLC | 7.95% | Add +1.4% | 12,348 | $9.2M |
| PCM Encore, LLC | 1.62% | Reduce -18.9% | 12,340 | $9.2M |
| Horizon Investments, LLC | 0.10% | Reduce -50.8% | 12,336 | $9.2M |
| Index Fund Advisors, Inc. | 0.37% | Reduce -0.2% | 12,318 | $9.2M |
| Wall Capital Group, Inc. | 7.55% | Add +11.8% | 12,314 | $9.2M |
| Retirement Planning Group, LLC | 0.23% | Add +3.0% | 12,305 | $9.2M |
| Sterling Financial Planning, Inc. | 2.50% | Reduce -1.0% | 12,282 | $9.2M |
| Trust Co. of Vermont | 0.34% | — | 12,272 | $9.2M |
| Heritage Trust Co | 0.79% | Reduce -0.1% | 12,199 | $9.1M |
| Signal Advisors Wealth, LLC | 0.48% | Add +33.8% | 12,171 | $9.1M |
| Flower City Capital | 4.01% | Reduce -0.8% | 12,150 | $9.1M |
| Westmount Partners, LLC | 2.00% | Add +3.8% | 12,109 | $9.1M |
| Advisory Solutions Group, LLC | 3.08% | — | 12,025 | $9.0M |
| Greykasell Wealth Strategies, Inc. | 3.26% | Add +3.4% | 12,002 | $9.0M |
| Keystone Global Partners, LLC | 3.41% | Reduce -2.1% | 11,987 | $9.0M |
| Legacy Capital Wealth Partners, LLC | 1.72% | Reduce -1.1% | 11,979 | $9.0M |
| Strategic Wealth Advisors LLC | 7.66% | Reduce -6.2% | 13,076 | $9.0M |
| Innovative Wealth Building LLC | 5.20% | Reduce -3.6% | 11,941 | $8.9M |
| Prasad Wealth Partners, LLC | 2.15% | Add +1.5% | 11,927 | $8.9M |
| OMERS ADMINISTRATION Corp | 0.05% | No change | 11,900 | $8.9M |
| Jacobi Capital Management LLC | 0.43% | Add +0.2% | 11,877 | $8.9M |
| Henderson Brothers Financial Partners, LLC | 4.21% | Reduce -46.9% | 11,872 | $8.9M |
| Allodium Investment Consultants, LLC | 3.78% | Reduce -1.1% | 11,871 | $8.9M |
| Alterna Wealth Management, Inc. | 5.09% | Add +110.6% | 11,856 | $8.9M |
| KCM Investment Advisors LLC | 0.26% | Add +0.7% | 11,839 | $8.9M |
| Inspire Advisors, LLC | 0.62% | Add +71.0% | 11,819 | $8.9M |
| Laurel Oak Wealth Management, LLC | 1.28% | Reduce -2.0% | 11,766 | $8.8M |
| Meridian Financial Partners LLC | 3.00% | Reduce -1.1% | 11,610 | $8.8M |
| TradeWell Securities, LLC. | 3.14% | Reduce -2.4% | 11,737 | $8.8M |
| Astoria Strategic Wealth, Inc. | 2.00% | Add +1.0% | 11,718 | $8.8M |
| Avise Financial Cooperative, Inc. | 6.26% | Add +3.6% | 11,714 | $8.8M |
| Burke & Herbert Bank & Trust Co. | 2.17% | Add +12.4% | 11,706 | $8.8M |
| Alta Wealth Advisors LLC | 2.37% | Add +8.4% | 11,673 | $8.7M |
| Rede Wealth, LLC | 2.89% | Reduce -1.1% | 11,666 | $8.7M |
| Lakeridge Wealth Management LLC | 3.20% | Add +1.6% | 11,656 | $8.7M |
| Steph & Co. | 2.20% | Add +0.2% | 11,616 | $8.7M |
| Hohimer Wealth Management, LLC | 0.90% | Reduce -0.3% | 11,604 | $8.7M |
| PUREfi Wealth, LLC | 4.77% | Add +18.6% | 11,593 | $8.7M |
| Sterling Investment Counsel, LLC | 2.04% | Reduce -0.8% | 11,581 | $8.7M |
| First Bank & Trust | 1.27% | Add +24.8% | 11,562 | $8.7M |
| MRA Advisory Group | 3.13% | Reduce -1.5% | 11,504 | $8.6M |
| MW Advisory, LLC | 3.43% | — | 11,450 | $8.6M |
| Clear Investment Research, LLC | 13.34% | Reduce -0.3% | 11,445 | $8.6M |
| CVFG LLC | 0.90% | Add +13.1% | 11,439 | $8.6M |
| Cullen/Frost Bankers, Inc. | 0.08% | Add +126.4% | 11,431 | $8.6M |
| Wealthedge Investment Advisors, LLC | 2.90% | Reduce -5.0% | 11,396 | $8.5M |
| Cadent Capital Advisors, LLC | 1.77% | Add +3.1% | 11,388 | $8.5M |
| Asempa Wealth Advisors | 6.50% | Add +0.9% | 11,387 | $8.5M |
| Badgley Phelps Wealth Managers, LLC | 0.15% | Add +1.9% | 11,379 | $8.5M |
| Capital Advisor Network LLC | 10.66% | Reduce -0.3% | 11,365 | $8.5M |
| DKM Wealth Management, Inc. | 5.54% | Reduce -0.3% | 11,309 | $8.5M |
| Salomon & Ludwin, LLC | 0.70% | Reduce -7.9% | 11,292 | $8.5M |
| Turtle Creek Wealth Advisors, LLC | 0.45% | Add +18.8% | 11,272 | $8.4M |
| FSM Wealth Advisors, LLC | 0.90% | Add +101.6% | 11,220 | $8.4M |
| Indivisible Partners | 0.47% | Add +460.3% | 11,138 | $8.3M |
| United Community Bank | 2.58% | Add +5.7% | 11,121 | $8.3M |
| Semus Wealth Partners LLC | 4.01% | Add +28.3% | 11,087 | $8.3M |
| Lifeworks Advisors, LLC | 0.87% | Add +25.0% | 11,064 | $8.3M |
| Wilkins Miller Wealth Management, LLC | 4.55% | Reduce -1.6% | 11,046 | $8.3M |
| Intrua Financial, LLC | 0.78% | Reduce -3.4% | 11,017 | $8.3M |
| PW Advisors, LLC \ FL | 5.50% | Add +3.3% | 11,007 | $8.2M |
| Hi-Line Capital Management, LLC | 2.32% | Add +6.4% | 10,992 | $8.2M |
| PFS Partners, LLC | 3.32% | Add +0.4% | 10,949 | $8.2M |
| Aletheian Wealth Advisors LLC | 3.50% | Reduce -0.2% | 10,932 | $8.2M |
| Stone Summit Wealth LLC | 2.08% | Reduce -6.8% | 10,928 | $8.2M |
| Triumph Capital Management | 1.48% | Reduce -3.5% | 10,923 | $8.2M |
| Fidato Wealth LLC | 4.77% | Reduce -11.4% | 10,890 | $8.2M |
| Interchange Capital Partners, LLC | 1.53% | Add +1.9% | 10,882 | $8.1M |
| Chancellor Financial Group WB LP | 5.04% | Reduce -6.5% | 10,881 | $8.1M |
| SFE Investment Counsel | 1.12% | Reduce -2.1% | 10,876 | $8.1M |
| Meramec Financial Planners, LLC | 2.97% | Add +8.6% | 10,952 | $8.1M |
| Baldwin Wealth Partners LLC | 0.53% | Reduce -1.9% | 10,837 | $8.1M |
| Pinnacle Bancorp, Inc. | 2.11% | Add +5.0% | 10,813 | $8.1M |
| Galvin, Gaustad & Stein, LLC | 0.60% | Add +3.7% | 10,776 | $8.1M |
| Johnson Financial Group, LLC | 0.43% | Add +13.7% | 10,756 | $8.1M |
| PMV Capital Advisers, LLC | 12.08% | Add +1.3% | 10,735 | $8.0M |
| Bedel Financial Consulting, Inc. | 0.77% | Reduce -9.8% | 10,722 | $8.0M |
| Yelin Lapidot Holdings Management Ltd. | 1.52% | Add +2.2% | 10,721 | $8.0M |
| Luken Investment Analytics, LLC | 2.80% | Reduce -5.3% | 10,706 | $8.0M |
| Cardiff Park Advisors, LLC | 0.62% | Reduce -1.8% | 10,689 | $8.0M |
| Mairs & Power Inc. | 0.07% | Add +64.9% | 10,654 | $8.0M |
| J.M. Arbour, LLC | 6.85% | Add +64.6% | 10,611 | $7.9M |
| Venturi Wealth Management, LLC | 0.31% | Add +1.6% | 10,566 | $7.9M |
| Capital Investment Management, Inc. | 2.41% | Add +79.7% | 10,494 | $7.9M |
| Mosley Wealth Management | 2.50% | Reduce -38.7% | 10,490 | $7.9M |
| Patten Group, Inc. | 1.22% | Reduce -4.2% | 10,473 | $7.8M |
| Allen Capital Group, LLC | 0.64% | Add +0.8% | 10,418 | $7.8M |
| Waters Parkerson & Co., LLC | 0.38% | Reduce -7.3% | 10,417 | $7.8M |
| C M Bidwell & Associates Ltd. | 3.18% | Add +0.5% | 10,383 | $7.8M |
| Tru Independence Asset Management 2, LLC | 4.21% | Add +3.6% | 10,374 | $7.8M |
| Blue Bell Private Wealth Management, LLC | 0.97% | Add +2.2% | 10,342 | $7.7M |
| Vanguard Advisers Inc. | 0.03% | Add +2.2% | 10,333 | $7.7M |
| Houlihan Financial Resource Group, Ltd. | 2.76% | No change | 10,326 | $7.7M |
| BlueChip Wealth Advisors LLC | 2.92% | Reduce -0.5% | 10,285 | $7.7M |
| First National Bank & Trust Co. of Newtown | 1.56% | Add +79.8% | 10,252 | $7.7M |
| Firethorn Wealth Partners, LLC | 2.48% | Reduce -1.3% | 10,267 | $7.7M |
| Vawter Financial, Ltd. | 2.89% | Add +3.9% | 10,241 | $7.7M |
| Level Four Advisory Services, LLC | 0.22% | Add +1.1% | 10,216 | $7.7M |
| Mayport, LLC | 1.18% | Add +19.7% | 10,195 | $7.6M |
| Mission Creek Capital Partners, Inc. | 1.34% | Reduce -2.7% | 10,170 | $7.6M |
| Redhawk Wealth Advisors, Inc. | 0.74% | Reduce -8.3% | 10,066 | $7.5M |
| SBI Okasan Asset Management Co.Ltd. | 0.25% | Add +27.1% | 10,104 | $7.5M |
| Banque Pictet & Cie SA | 0.08% | Add +0.4% | 10,032 | $7.5M |
| 1 North Wealth Services LLC | 2.45% | Add +5.6% | 10,022 | $7.5M |
| NovaPoint Capital, LLC | 1.56% | Reduce -2.8% | 10,012 | $7.5M |
| Ridgecrest Wealth Partners, LLC | 3.61% | Reduce -3.3% | 9,999 | $7.5M |
| Larson Financial Group LLC | 0.20% | Reduce -15.3% | 9,992 | $7.5M |
| Salem Investment Counselors Inc. | 0.19% | Reduce -7.1% | 9,978 | $7.5M |
| FAS Wealth Partners, Inc. | 0.39% | Reduce -11.1% | 9,967 | $7.5M |
| Parkwoods Wealth Partners, LLC | 1.20% | Add +1165.1% | 9,956 | $7.5M |
| Bestgate Wealth Advisors, LLC | 11.81% | Reduce -0.4% | 9,904 | $7.4M |
| Tempus Wealth Planning, LLC | 1.45% | Add +14.0% | 9,897 | $7.4M |
| Cassia Capital Partners, LLC | 3.59% | Reduce -1.2% | 9,892 | $7.4M |
| Permanens Capital L.P. | 0.76% | Add +1446.2% | 9,880 | $7.4M |
| KDK Private Wealth Management, LLC | 6.14% | Reduce -0.7% | 9,879 | $7.4M |
| Power Wealth Management LLC | 2.54% | Reduce -1.5% | 9,846 | $7.4M |
| Stratos Wealth Advisors, LLC | 0.41% | Add +1.6% | 9,838 | $7.4M |
| Kestra Investment Management, LLC | 0.14% | Add +31.1% | 9,837 | $7.4M |
| Wincap Financial LLC | 3.96% | Reduce -1.9% | 9,798 | $7.3M |
| Landmark Wealth Management, LLC | 1.75% | Reduce -2.8% | 9,785 | $7.3M |
| AA Financial Advisors, LLC | 0.88% | Add +28.9% | 9,783 | $7.3M |
| Windsor Advisory Group, LLC | 5.30% | No change | 9,751 | $7.3M |
| Variant Private Wealth, LLC | 8.20% | Reduce -2.1% | 9,735 | $7.3M |
| Brady Family Wealth, LLC | 2.10% | Add +1.0% | 9,715 | $7.3M |
| Mma Asset Management LLC | 2.31% | Reduce -2.5% | 9,704 | $7.3M |
| Davis R M Inc. | 0.11% | Add +22.1% | 9,695 | $7.3M |
| Pacific Point Advisors, LLC | 3.31% | Add +382.2% | 9,673 | $7.2M |
| MRP Capital Investments, LLC | 5.32% | Reduce -0.2% | 9,628 | $7.2M |
| PlanVest Financial, Inc | 4.82% | Reduce -0.5% | 9,624 | $7.2M |
| Florida Trust Wealth Management Co | 0.18% | Add +20.6% | 9,621 | $7.2M |
| Glassman Wealth Services | 0.86% | Add +3.5% | 9,575 | $7.2M |
| Annex Advisory Services, LLC | 0.12% | Reduce -0.4% | 9,563 | $7.2M |
| Koss-Olinger Consulting, LLC | 0.55% | Reduce -16.3% | 9,525 | $7.1M |
| Moneda S.A. Administradora General de Fondos | 5.84% | New | 9,508 | $7.1M |
| Lake Street Private Wealth, LLC | 0.82% | Reduce -3.8% | 9,505 | $7.1M |
| Graves Light Lenhart Wealth, Inc. | 0.66% | Reduce -1.0% | 9,499 | $7.1M |
| Daymark Wealth Partners, LLC | 0.17% | Reduce -1.9% | 9,476 | $7.1M |
| Burney Co./ | 0.19% | Add +1.1% | 9,472 | $7.1M |
| Verity Asset Management, Inc. | 2.68% | Add +4.7% | 9,443 | $7.1M |
| Selective Wealth Management, Inc. | 1.85% | Reduce -0.7% | 9,468 | $7.1M |
| Cary Street Partners Investment Advisory LLC | 1.43% | Add +46.5% | 9,431 | $7.1M |
| Black Diamond Financial, LLC | 0.62% | Reduce -5.6% | 9,428 | $7.1M |
| Vident Advisory, LLC | 0.05% | Add +0.4% | 9,378 | $7.0M |
| Perspective Wealth Advisors LLC | 3.86% | Add +6.6% | 9,378 | $7.0M |
| Compass Ion Advisors, LLC | 0.60% | Add +1.7% | 9,363 | $7.0M |
| Sanchez Gaunt Capital Management, LLC | 3.90% | Add +54.4% | 9,331 | $7.0M |
| Fiduciary Group, LLC | 0.55% | Reduce -2.5% | 9,328 | $7.0M |
| Parkside Financial Bank & Trust | 0.48% | Reduce -3.3% | 9,320 | $7.0M |
| PFG Investments, LLC | 0.27% | Add +31.1% | 9,314 | $7.0M |
| Summit Wealth Group LLC / Co. | 0.58% | Add +34.9% | 9,283 | $7.0M |
| TCTC Holdings, LLC | 0.18% | Reduce -0.4% | 9,282 | $7.0M |
| Camden National Bank | 0.91% | Add +1.6% | 9,279 | $6.9M |
| Magnus Financial Group LLC | 0.49% | Add +0.2% | 9,261 | $6.9M |
| Guyasuta Investment Advisors Inc. | 0.36% | Add +0.0% | 9,255 | $6.9M |
| Ofc Financial Planning, LLC | 6.14% | No change | 9,233 | $6.9M |
| Dunhill Financial, LLC | 1.41% | Reduce -3.5% | 9,229 | $6.9M |
| Stockman Wealth Management, Inc. | 0.71% | Add +2.9% | 9,207 | $6.9M |
| Power Alpha Investment Ltd | 0.69% | No change | 9,200 | $6.9M |
| West Branch Capital LLC | 1.60% | Add +0.7% | 9,179 | $6.9M |
| Jamison Private Wealth Management, Inc. | 0.71% | Add +0.8% | 9,157 | $6.9M |
| Brookwood Investment Group LLC | 0.79% | Add +9.9% | 9,134 | $6.8M |
| Trust Co | 0.62% | Reduce -2.4% | 9,130 | $6.8M |
| McCarter Private Wealth Services LLC | 2.36% | Add +1.6% | 9,117 | $6.8M |
| First Financial Bankshares Inc | 0.13% | Reduce -2.2% | 9,102 | $6.8M |
| Essential Planning, LLC. | 1.92% | Reduce -1.3% | 9,064 | $6.8M |
| Obermeyer Wealth Partners | 0.28% | Add +92.5% | 9,061 | $6.8M |
| Rossby Financial, LCC | 1.24% | Add +20.6% | 9,151 | $6.8M |
| World Equity Group, Inc. | 1.51% | Add +19.6% | 9,018 | $6.8M |
| Sunburst Financial Group, LLC | 1.13% | Reduce -0.0% | 9,009 | $6.7M |
| Bluedoor Private Wealth, LLC | 2.83% | Reduce -0.1% | 8,978 | $6.7M |
| Wall Street Financial Group, Inc. | 3.57% | Reduce -2.8% | 8,930 | $6.7M |
| LVZ, Inc. | 0.68% | Add +22.9% | 8,927 | $6.7M |
| Olde Wealth Management, LLC | 1.89% | Reduce -0.2% | 8,914 | $6.7M |
| Lane Brothers & Co. Inc. | 4.36% | Reduce -7.1% | 8,907 | $6.7M |
| GSG Advisors LLC | 1.47% | Reduce -0.3% | 8,907 | $6.7M |
| Bayban | 5.11% | No change | 8,902 | $6.7M |
| FLC Capital Advisors | 1.09% | Reduce -5.9% | 8,890 | $6.7M |
| American Trust | 0.51% | Add +6.2% | 8,858 | $6.6M |
| Financial Concepts Unlimited, Inc. | 5.20% | Add +5.6% | 8,849 | $6.6M |
| Defined Wealth Management, LLC | 3.40% | Reduce -0.5% | 8,827 | $6.6M |
| Atlas Capital Advisors Inc. | 0.72% | No change | 8,820 | $6.6M |
| Kera Capital Partners, Inc. | 0.64% | Add +1.1% | 8,816 | $6.6M |
| Forte Asset Management LLC | 2.69% | Add +2.2% | 8,791 | $6.6M |
| Medallion Wealth Advisors, LLC | 2.08% | Add +7.8% | 8,772 | $6.6M |
| Affiance Financial, LLC | 0.95% | Add +0.1% | 8,781 | $6.6M |
| Dogwood Wealth Management LLC | 2.59% | No change | 8,773 | $6.6M |
| Keystone Financial Services, LLC | 3.94% | Add +1.0% | 8,761 | $6.6M |
| James J. Burns & Company, LLC | 0.71% | Reduce -1.0% | 8,752 | $6.6M |
| Cooper Financial Group | 0.54% | Reduce -1.8% | 8,739 | $6.5M |
| Sonoma Private Wealth LLC | 7.01% | Add +0.1% | 8,710 | $6.5M |
| OceanIQ Capital, LLC | 3.98% | — | 8,416 | $6.5M |
| Pinnacle Wealth Planning Services, Inc. | 0.62% | Reduce -0.4% | 8,690 | $6.5M |
| Journey Advisory Group, LLC | 0.50% | Add +6.6% | 8,676 | $6.5M |
| Traynor Capital Management, Inc. | 0.30% | Add +6.1% | 8,664 | $6.5M |
| Opulen Financial Group LLC | 4.08% | Add +0.2% | 8,660 | $6.5M |
| Kennicott Capital Management LLC | 3.00% | Add +0.0% | 8,644 | $6.5M |
| First Business Financial Services, Inc. | 0.50% | Add +33.4% | 8,639 | $6.5M |
| Idaho Trust Co | 1.89% | Reduce -14.3% | 8,638 | $6.5M |
| Truefg, LLC | 1.50% | Reduce -0.9% | 8,605 | $6.4M |
| Daner Wealth Management, LLC | 3.49% | Reduce -1.6% | 8,240 | $6.4M |
| Strid Group, LLC | 0.71% | Reduce -19.9% | 8,589 | $6.4M |
| Burling Wealth Partners, LLC | 0.94% | Add +9.3% | 8,589 | $6.4M |
| Nicholas Hoffman & Company, LLC. | 0.14% | Add +0.1% | 8,561 | $6.4M |
| Gallagher Fiduciary Advisors, LLC | 0.21% | Add +24.5% | 8,525 | $6.4M |
| HM Payson & Co. | 0.08% | Reduce -0.7% | 8,514 | $6.4M |
| Riverbridge Partners LLC | 0.18% | Reduce -47.9% | 8,512 | $6.4M |
| Forum Financial Management, LP | 0.08% | Reduce -0.5% | 8,501 | $6.4M |
| Dana Investment Advisors, Inc. | 0.17% | Reduce -6.9% | 8,490 | $6.4M |
| Kwmg, LLC | 0.46% | Reduce -0.3% | 8,469 | $6.3M |
| Copper Harbor Investment Advisors, LLC | 1.34% | — | 8,440 | $6.3M |
| M3 Advisory Group, LLC | 3.28% | Add +0.3% | 8,435 | $6.3M |
| St. Johns Investment Management Company, LLC | 2.39% | No change | 8,426 | $6.3M |
| Marathon Wealth Advisors LLC | 2.16% | Add +12.6% | 8,418 | $6.3M |
| Apella Capital, LLC | 0.09% | Reduce -0.4% | 8,355 | $6.3M |
| Colony Family Offices, LLC | 1.38% | Reduce -3.5% | 8,377 | $6.3M |
| First PREMIER Bank | 1.01% | Add +138.6% | 8,376 | $6.3M |
| Capstone Wealth Management, Inc. | 4.70% | Add +5.9% | 8,345 | $6.3M |
| Arista Wealth Management, LLC | 0.68% | Reduce -1.0% | 8,360 | $6.3M |
| Carret Asset Management, LLC | 0.54% | Add +3.2% | 8,319 | $6.2M |
| Gilliland Jeter Wealth Management LLC | 1.63% | Add +36.1% | 8,312 | $6.2M |
| Stonebridge Financial Planning Group, LLC | 1.97% | Reduce -2.3% | 8,275 | $6.2M |
| Rockwood Wealth Management, LLC | 0.39% | Add +4.8% | 8,273 | $6.2M |
| First Trust Advisors LP | 0.00% | Reduce -9.9% | 8,271 | $6.2M |
| ATX Financial Planning, LLC | 4.08% | Add +0.4% | 8,239 | $6.2M |
| Essex Bank | 1.33% | Reduce -7.2% | 8,236 | $6.2M |
| Peak Asset Management, LLC | 0.90% | Reduce -2.0% | 8,213 | $6.2M |
| Bear Mountain Capital, Inc. | 1.78% | Add +0.2% | 8,143 | $6.1M |
| Morling Financial Advisors, LLC | 1.71% | Add +1.6% | 8,180 | $6.1M |
| Patten & Patten Inc. | 0.32% | Add +0.7% | 8,177 | $6.1M |
| Marex Group Ltd | 0.05% | Add +11.4% | 8,173 | $6.1M |
| 1834 Investment Advisors Co. | 0.69% | Reduce -1.3% | 8,164 | $6.1M |
| Legacy Advisory Services, LLC | 4.30% | Reduce -5.6% | 8,162 | $6.1M |
| Madison Asset Management, LLC | 0.07% | Add +10.5% | 8,152 | $6.1M |
| Financial Perspectives, Inc | 1.49% | Add +6.0% | 8,149 | $6.1M |
| Sprinkle Financial Consultants LLC | 2.39% | Reduce -0.1% | 8,151 | $6.1M |
| Financial Council, LLC | 1.97% | Reduce -0.4% | 8,121 | $6.1M |
| Smith Thornton Advisors LLC | 2.67% | Add +3.2% | 8,043 | $6.1M |
| Seven Springs Wealth Group, LLC | 1.35% | Reduce -0.6% | 8,078 | $6.0M |
| New Age Alpha Advisors, LLC | 0.26% | Reduce -14.3% | 8,068 | $6.0M |
| Quadcap Wealth Management, LLC | 0.59% | Reduce -5.9% | 8,052 | $6.0M |
| Northland Securities, Inc. | 3.47% | Reduce -1.7% | 7,953 | $6.0M |
| Cassaday & Co Wealth Management LLC | 0.11% | Reduce -12.3% | 7,948 | $6.0M |
| Heritage Family Offices, LLP | 2.29% | Reduce -15.1% | 7,931 | $5.9M |
| Pacific Excel Wealth Advisors, Inc. | 2.30% | Add +233.5% | 7,931 | $5.9M |
| Curat Global, LLC | 4.85% | Add +4.4% | 9,487 | $5.9M |
| Highland Investment Advisors LLC | 2.58% | — | 7,898 | $5.9M |
| Milestone Asset Management Group, LLC | 2.97% | Reduce -0.1% | 7,876 | $5.9M |
| GAMMA Investing LLC | 0.22% | Add +19.5% | 7,859 | $5.9M |
| Rinkey Investments | 1.38% | No change | 7,831 | $5.9M |
| Madson Wealth Advisors Inc | 3.98% | Reduce -13.9% | 7,820 | $5.9M |
| Sage Financial Group Inc. | 0.32% | Add +0.1% | 7,804 | $5.8M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -10.7% | 7,804 | $5.8M |
| Hilltop Holdings Inc. | 0.47% | Add +0.1% | 7,777 | $5.8M |
| Trust Co of the South | 0.82% | Add +4.8% | 7,776 | $5.8M |
| Access Financial Services, Inc. | 1.91% | Reduce -1.5% | 7,766 | $5.8M |
| University of Texas/Texas Am Investment Management Co. | 0.67% | No change | 7,763 | $5.8M |
| ADG Wealth Management Group, LLC | 3.68% | Reduce -1.8% | 7,747 | $5.8M |
| Mitchell Capital Management Co. | 0.88% | Add +0.2% | 7,745 | $5.8M |
| Pachira Investments Inc. | 2.19% | Reduce -0.8% | 7,739 | $5.8M |
| Woodmont Investment Counsel LLC | 0.32% | Reduce -0.1% | 7,722 | $5.8M |
| Perissos Private Wealth Management, LLC | 3.89% | Add +2.6% | 7,698 | $5.8M |
| Macroview Investment Management LLC | 3.58% | Add +0.9% | 7,696 | $5.8M |
| Quad-Cities Investment Group, LLC | 2.07% | Reduce -3.5% | 7,694 | $5.8M |
| Aufman Associates Inc | 2.29% | Add +0.5% | 7,666 | $5.7M |
| Schmidt P J Investment Management Inc. | 0.89% | Reduce -2.4% | 7,650 | $5.7M |
| Arcadia Wealth Management, Inc. | 2.73% | Add +5.8% | 7,646 | $5.7M |
| Cape Investment Advisory, Inc. | 1.53% | Add +36.0% | 7,644 | $5.7M |
| Auxano Advisors, LLC | 1.08% | Add +0.1% | 7,636 | $5.7M |
| Quest 10 Wealth Builders, Inc. | 4.44% | Add +0.3% | 7,635 | $5.7M |
| Wealth Advisors of Iowa, LLC | 1.55% | Reduce -3.8% | 7,630 | $5.7M |
| Americana Partners, LLC | 0.13% | Reduce -5.4% | 7,628 | $5.7M |
| Atlas Brown,Inc. | 1.53% | Add +3.9% | 7,593 | $5.7M |
| Avail Investment Partners, LLC | 4.38% | Add +0.9% | 7,590 | $5.7M |
| Vision Retirement, LLC | 1.37% | Add +14.2% | 7,564 | $5.7M |
| Stegner Investment Associates Inc. | 2.69% | Add +2.5% | 7,563 | $5.7M |
| Armbruster Capital Management, Inc. | 0.84% | Reduce -0.9% | 7,548 | $5.7M |
| Lansing Street Advisors | 1.20% | Add +44.2% | 7,531 | $5.6M |
| Infinity Wealth Counsel, LLC | 4.53% | Add +1.0% | 7,486 | $5.6M |
| Crusonia Wealth Advisors LLC | 0.92% | Add +149.3% | 7,464 | $5.6M |
| Tufton Capital Management | 0.94% | Reduce -0.7% | 7,448 | $5.6M |
| SHP Wealth Management | 0.38% | Reduce -1.1% | 7,447 | $5.6M |
| Rathbones Group PLC | 0.02% | Reduce -1.3% | 7,431 | $5.6M |
| Prairie Advisory, LLC | 1.34% | — | 7,423 | $5.6M |
| Juncture Wealth Strategies, LLC | 1.44% | Add +166.8% | 7,403 | $5.5M |
| Straight Path Wealth Management | 1.30% | Add +14.0% | 7,400 | $5.5M |
| Cornell Pochily Investment Advisors, Inc. | 1.49% | Add +2.3% | 7,394 | $5.5M |
| Triglav Investments, D.O.O. | 0.29% | Reduce -0.2% | 7,391 | $5.5M |
| Schneider Downs Wealth Management Advisors, LP | 0.52% | Add +23.9% | 7,353 | $5.5M |
| Almanack Investment Partners, LLC. | 0.70% | Add +285.5% | 7,333 | $5.5M |
| Pettyjohn, Wood & White, Inc. | 0.80% | Reduce -0.8% | 7,326 | $5.5M |
| Piedmont Capital Management, LLC | 3.35% | No change | 7,325 | $5.5M |
| Cassilly Financial Group LLC | 3.98% | Add +8.3% | 7,322 | $5.5M |
| New Republic Capital, LLC | 1.26% | Add +73.2% | 7,310 | $5.5M |
| Howard Financial Services, LTD. | 0.55% | Add +6.3% | 7,299 | $5.5M |
| Sunpointe, LLC | 1.55% | Add +43.9% | 7,299 | $5.5M |
| Zacks Investment Management | 0.04% | Reduce -11.3% | 7,284 | $5.5M |
| Comprehensive Financial Planning, Inc. | 2.91% | Add +3.4% | 7,284 | $5.5M |
| Davidson Trust Co. | 2.13% | Add +4.3% | 7,278 | $5.5M |
| Marietta Wealth Management, LLC | 0.56% | Add +0.7% | 7,272 | $5.4M |
| Kathmere Capital Management, LLC | 0.29% | Add +247.8% | 7,272 | $5.4M |
| Berkeley, Inc | 1.70% | Reduce -0.7% | 7,246 | $5.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 1.23% | Reduce -1.7% | 7,239 | $5.4M |
| NorthStar Asset Management LLC | 1.16% | Reduce -0.7% | 7,204 | $5.4M |
| WESPAC Advisors, LLC | 2.63% | Reduce -15.6% | 7,201 | $5.4M |
| Independence Bank of Kentucky | 0.61% | Reduce -1.0% | 7,196 | $5.4M |
| Palisade Capital Management, LP | 0.26% | Add +1.7% | 7,189 | $5.4M |
| Stage Harbor Financial, LLC | 3.11% | Reduce -7.3% | 7,188 | $5.4M |
| Oxinas Partners, LLC | 2.12% | Reduce -2.3% | 7,166 | $5.4M |
| Arlington Trust Co LLC | 0.45% | Add +13.3% | 7,136 | $5.3M |
| Paladin Advisory Group, LLC | 3.54% | Reduce -1.1% | 7,121 | $5.3M |
| Harvey Capital Management Inc. | 1.09% | Reduce -0.7% | 7,088 | $5.3M |
| Foresight Capital Management Advisors, Inc. | 2.58% | Reduce -1.2% | 7,087 | $5.3M |
| South Plains Financial, Inc. | 2.85% | Reduce -0.7% | 7,083 | $5.3M |
| Petersen Hastings Wealth Advisors Inc. | 0.44% | Reduce -0.3% | 7,033 | $5.3M |
| Evergreen Wealth Partners LLC | 3.15% | Add +32.7% | 7,019 | $5.3M |
| Rockland Trust Co. | 0.21% | Reduce -1.8% | 7,004 | $5.2M |
| Winthrop Partners - WNY, LLC | 2.59% | Reduce -3.5% | 6,981 | $5.2M |
| Ipswich Investment Management Co., Inc. | 1.10% | Add +21.7% | 6,976 | $5.2M |
| McNaughton Wealth Management, LLC | 1.85% | Reduce -0.1% | 6,957 | $5.2M |
| Torrey-Payne Wealth Management, LLC | 4.28% | Add +10.9% | 6,953 | $5.2M |
| McMillan Office, Inc. | 0.60% | No change | 6,944 | $5.2M |
| SeaBridge Investment Advisors LLC | 0.75% | Reduce -2.1% | 6,931 | $5.2M |
| First Western Trust Bank | 0.25% | Reduce -0.1% | 6,919 | $5.2M |
| Bearing Point Capital, LLC | 0.70% | Add +0.3% | 6,913 | $5.2M |
| First American Trust, FSB | 0.31% | Add +3.4% | 6,907 | $5.2M |
| Advisor OS, LLC | 0.35% | Reduce -17.1% | 6,905 | $5.2M |
| Raab & Moskowitz Asset Management LLC | 1.04% | Reduce -3.8% | 6,899 | $5.2M |
| Ellis Investment Partners, LLC | 0.78% | Reduce -0.3% | 6,894 | $5.2M |
| West Paces Advisors Inc. | 0.86% | Reduce -4.7% | 6,865 | $5.1M |
| New England Private Wealth Advisors LLC | 0.50% | Reduce -2.0% | 6,920 | $5.1M |
| Northeast Investment Management | 0.19% | No change | 6,826 | $5.1M |
| Portside Wealth Group, LLC | 0.60% | Add +7.4% | 6,817 | $5.1M |
| TFO Wealth Partners, LLC | 0.55% | Reduce -4.7% | 6,811 | $5.1M |
| Discipline Wealth Solutions, LLC | 0.44% | Add +1.8% | 6,794 | $5.1M |
| Sonata Capital Group Inc. | 1.64% | Add +1.4% | 6,791 | $5.1M |
| UNIVEST FINANCIAL Corp | 0.25% | Add +70.9% | 6,769 | $5.1M |
| Meridian Wealth Partners, LLC | 0.61% | Reduce -1.3% | 6,759 | $5.1M |
| Weaver Consulting Group | 1.04% | Reduce -3.0% | 6,744 | $5.1M |
| Cromwell Holdings LLC | 2.27% | New | 6,740 | $5.0M |
| New Jersey Better Educational Savings Trust | 8.10% | No change | 6,724 | $5.0M |
| BOS Asset Management, LLC | 1.17% | Add +0.3% | 6,723 | $5.0M |
| O'Connor Financial Group LLC | 1.77% | Reduce -2.5% | 6,700 | $5.0M |
| WNY Asset Management, LLC | 0.45% | Add +0.7% | 6,689 | $5.0M |
| Howard Wealth Management, LLC | 1.85% | Reduce -2.1% | 6,672 | $5.0M |
| Corsicana & Co. | 2.42% | Add +3.6% | 6,669 | $5.0M |
| Oakwell Private Wealth Management, LLC | 0.82% | No change | 6,645 | $5.0M |
| Woodley Farra Manion Portfolio Management Inc. | 0.24% | Add +13.4% | 6,643 | $5.0M |
| Insight Advisors, LLC/ PA | 0.88% | Add +1.4% | 6,641 | $5.0M |
| First United Bank & Trust | 1.43% | Reduce -0.3% | 6,634 | $5.0M |
| Paces Ferry Wealth Advisors, LLC | 1.86% | Reduce -2.7% | 6,630 | $5.0M |
| Thrive Wealth Management, LLC | 0.64% | Add +1.1% | 6,630 | $5.0M |
| Three Seasons Wealth, LLC | 0.45% | Reduce -2.9% | 6,581 | $4.9M |
| Diversified Management Inc. | 1.05% | Reduce -6.8% | 6,573 | $4.9M |
| Cornerstone Partners Capital Management, LLC | 14.31% | Reduce -4.2% | 6,571 | $4.9M |
| Harbor Asset Planning, Inc. | 3.69% | Reduce -5.4% | 6,566 | $4.9M |
| Helium Advisors LLC | 4.11% | Reduce -0.4% | 6,565 | $4.9M |
| Prostatis Group LLC | 1.14% | Reduce -5.4% | 6,556 | $4.9M |
| MY Wealth Management Inc. | 3.46% | Reduce -67.7% | 6,552 | $4.9M |
| Edmond DE Rothschild Holding S.A. | 0.06% | Reduce -0.3% | 6,548 | $4.9M |
| Boston Family Office LLC | 0.30% | Reduce -0.2% | 6,525 | $4.9M |
| Kaydan Wealth Management, Inc. | 1.49% | Add +2.2% | 6,523 | $4.9M |
| Measured Wealth Private Client Group, LLC | 1.18% | Reduce -3.7% | 6,498 | $4.9M |
| Strategic Investment Advisors / MI | 0.29% | Add +35.5% | 6,498 | $4.9M |
| Stephen J. Garry & Associates, LLC | 3.55% | Reduce -6.2% | 6,496 | $4.9M |
| Jackson, Grant Investment Advisers, Inc. | 1.51% | Reduce -0.6% | 6,473 | $4.8M |
| Seeds Investor LLC | 0.50% | Add +112.1% | 6,470 | $4.8M |
| Lifelong Wealth Advisors, Inc. | 1.14% | Add +0.5% | 6,456 | $4.8M |
| Sage Capital Advisors,llc | 1.00% | Reduce -4.8% | 6,446 | $4.8M |
| Triune Financial Partners, LLC | 1.00% | Reduce -0.6% | 6,421 | $4.8M |
| Bienville Capital Management, LLC | 0.69% | Add +1377.0% | 6,410 | $4.8M |
| GDS Wealth Management | 0.23% | Add +2.1% | 6,409 | $4.8M |
| Ruggaard & Associates LLC | 1.72% | Add +10.9% | 6,406 | $4.8M |
| B&D White Capital Company, LLC | 0.48% | Add +0.4% | 6,406 | $4.8M |
| Stokes Family Office, LLC | 0.56% | Reduce -4.5% | 6,405 | $4.8M |
| Aspen Investment Management Inc | 1.29% | Add +13.1% | 6,403 | $4.8M |
| Mezzasalma Advisors, LLC | 0.96% | Add +4.7% | 6,401 | $4.8M |
| Maripau Wealth Management LLC | 1.71% | Add +24.0% | 6,402 | $4.8M |
| Richard W. Paul & Associates, LLC | 1.47% | Add +0.1% | 6,399 | $4.8M |
| Flywheel Private Wealth LLC | 2.35% | Add +0.5% | 6,376 | $4.8M |
| Allen Investment Management, LLC | 0.06% | Add +1.1% | 6,369 | $4.8M |
| Essential Partners LLC | 2.20% | Add +19.0% | 6,368 | $4.8M |
| Intelligent Financial Strategies | 2.29% | Reduce -1.8% | 6,350 | $4.8M |
| OFS Enterprise LLC | 1.21% | Reduce -0.0% | 6,347 | $4.8M |
| Edgemoor Investment Advisors, Inc. | 0.33% | Reduce -13.6% | 6,344 | $4.8M |
| Bridgewater Advisors Inc. | 0.26% | No change | 6,229 | $4.7M |
| Hill Island Financial LLC | 1.01% | No change | 6,303 | $4.7M |
| Kohmann Bosshard Financial Services, LLC | 0.40% | Reduce -0.5% | 6,288 | $4.7M |
| Cove Private Wealth, LLC | 0.91% | Add +38.6% | 6,284 | $4.7M |
| Ayalon Insurance Comp Ltd. | 0.58% | Reduce -28.1% | 6,260 | $4.7M |
| O'Keefe Stevens Advisory, Inc. | 0.96% | Reduce -0.2% | 6,257 | $4.7M |
| Koesten, Hirschmann & Crabtree, INC. | 1.95% | Reduce -1.6% | 6,252 | $4.7M |
| Michels Family Financial, LLC | 3.00% | Reduce -1.8% | 6,247 | $4.7M |
| First County Bank | 2.21% | Add +0.1% | 6,243 | $4.7M |
| Forza Wealth Management, LLC | 1.43% | Reduce -5.7% | 6,224 | $4.7M |
| McAlister, Sweet & Associates, Inc. | 2.48% | Add +3.0% | 6,187 | $4.6M |
| CoreFirst Bank & Trust | 2.30% | Reduce -2.6% | 6,178 | $4.6M |
| Evensky & Katz LLC | 0.24% | Add +0.2% | 6,149 | $4.6M |
| Regatta Research & Money Management | 4.35% | — | 6,149 | $4.6M |
| BCS Private Wealth Management, Inc. | 1.39% | Reduce -0.7% | 6,136 | $4.6M |
| Raffa Wealth Management, LLC | 0.58% | Add +85.0% | 6,132 | $4.6M |
| Tudor Financial Inc. | 2.06% | Add +0.1% | 6,130 | $4.6M |
| ZWJ Investment Counsel Inc. | 0.15% | Reduce -1.3% | 6,107 | $4.6M |
| Retirement Management Systems Inc. | 0.94% | Add +1.6% | 6,106 | $4.6M |
| Everhart Financial Group, Inc. | 0.29% | Reduce -10.4% | 6,100 | $4.6M |
| Gateway Investment Advisers LLC | 0.04% | Add +177.9% | 6,089 | $4.6M |
| ERn Financial, LLC | 0.75% | Add +0.1% | 6,066 | $4.5M |
| Winthrop Capital Management, LLC | 1.09% | Reduce -26.1% | 6,029 | $4.5M |
| Beacon Bank & Trust | 0.86% | Reduce -24.2% | 6,012 | $4.5M |
| Oakworth Capital, Inc. | 0.21% | Reduce -0.4% | 6,008 | $4.5M |
| Maxele Advisors, LLC | 3.14% | — | 6,003 | $4.5M |
| Cim, LLC | 0.58% | Add +3.5% | 6,003 | $4.5M |
| Beverly Hills Private Wealth, LLC | 0.87% | Reduce -3.6% | 6,001 | $4.5M |
| PGIM Custom Harvest LLC | 0.06% | Add +4.7% | 5,994 | $4.5M |
| Harbour Capital Advisors, LLC | 0.82% | Add +0.3% | 5,914 | $4.5M |
| Investors Research Corp | 0.80% | Reduce -7.7% | 5,984 | $4.5M |
| Alpha Advisors, LLC | 3.36% | Reduce -22.7% | 5,975 | $4.5M |
| Wealth Management Nebraska | 0.40% | Reduce -3.8% | 5,972 | $4.5M |
| Cahill Financial Advisors Inc. | 0.43% | Reduce -6.1% | 5,949 | $4.5M |
| L.K. Benson & Company, P.C. | 1.34% | Reduce -2.2% | 5,947 | $4.5M |
| Beacon Capital Management, LLC | 0.65% | Add +41.4% | 5,945 | $4.5M |
| American Financial Advisors, LLC | 0.54% | Reduce -2.6% | 5,938 | $4.4M |
| Romano Brothers and Company | 0.45% | Reduce -4.8% | 5,937 | $4.4M |
| Old Mission Investment Co LLC | 0.93% | Reduce -0.2% | 5,932 | $4.4M |
| Alaethes Wealth, LLC | 1.29% | Add +1.7% | 5,921 | $4.4M |
| GAMCO Investors | 0.04% | Reduce -91.4% | 5,910 | $4.4M |
| Gemmer Asset Management LLC | 0.30% | Add +1.6% | 5,908 | $4.4M |
| Sculati Wealth Management, LLC | 1.47% | Add +2.2% | 5,913 | $4.4M |
| Eaton Financial Holdings Company, LLC | 1.21% | Reduce -0.2% | 5,861 | $4.4M |
| Equitable Trust Co. | 0.18% | No change | 5,842 | $4.4M |
| Hopwood Financial Services, Inc. | 2.53% | Add +12.7% | 5,838 | $4.4M |
| Aaron Wealth Advisors LLC | 0.22% | Add +1.7% | 5,830 | $4.4M |
| Summit Financial Wealth Advisors, LLC | 0.56% | Add +4.5% | 5,829 | $4.4M |
| Optivise Advisory Services LLC | 2.22% | Add +20.0% | 5,827 | $4.4M |
| Blodgett Wealth Advisors, LLC | 2.92% | Add +1.6% | 5,827 | $4.4M |
| Strategies Wealth Advisors, LLC | 0.39% | Reduce -14.2% | 5,810 | $4.4M |
| Mattson Financial Services, LLC | 0.90% | Add +1.1% | 5,712 | $4.3M |
| Fonville Wealth Management LLC | 0.70% | Reduce -1.7% | 5,739 | $4.3M |
| Mason & Associates, LLC | 0.89% | Add +1.3% | 5,735 | $4.3M |
| United Advisor Group, LLC | 0.46% | Add +28.0% | 5,733 | $4.3M |
| Range Advisory, LLC | 0.51% | Add +126.9% | 5,732 | $4.3M |
| NBT Bank, N.A. | 0.28% | Reduce -38.5% | 5,727 | $4.3M |
| W1M Asset Management Ltd | 0.04% | Reduce -12.3% | 5,696 | $4.3M |
| Leeward Financial Partners, LLC | 1.12% | Add +0.1% | 5,679 | $4.3M |
| Fulcrum Capital LLC | 0.86% | Reduce -3.5% | 5,678 | $4.3M |
| Aspire Private Capital, LLC | 0.88% | Add +54.6% | 5,677 | $4.3M |
| Legacy Financial Advisors, Inc. | 0.52% | Reduce -4.7% | 5,673 | $4.2M |
| Private Capital Management, LLC | 0.39% | Add +11.4% | 5,660 | $4.2M |
| Ridgepath Capital Management LLC | 1.87% | Add +0.2% | 5,657 | $4.2M |
| Global Financial Private Client, LLC | 1.15% | Add +9.6% | 5,647 | $4.2M |
| Roxbury Financial LLC | 3.33% | Add +2.5% | 5,630 | $4.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.03% | Add +38.6% | 5,619 | $4.2M |
| Appleton Partners Inc. | 0.26% | Add +7.8% | 5,616 | $4.2M |
| Newport Capital Group, LLC | 2.36% | Add +5.0% | 5,613 | $4.2M |
| WestHill Financial Advisors, Inc. | 0.71% | Reduce -5.8% | 5,605 | $4.2M |
| Lincoln Capital Corp. | 1.36% | Reduce -0.2% | 5,592 | $4.2M |
| Antonelli Financial Advisors, LLC | 2.86% | Reduce -10.3% | 5,574 | $4.2M |
| Tennessee Valley Asset Management Partners | 0.46% | Reduce -3.4% | 5,573 | $4.2M |
| Wealth Effects LLC | 1.13% | Add +27.3% | 5,569 | $4.2M |
| Fullerton Fund Management Co Ltd. | 0.27% | Add +104.4% | 5,569 | $4.2M |
| Total Clarity Wealth Management, Inc. | 0.81% | Add +14.3% | 5,538 | $4.1M |
| NBH Bank | 1.75% | — | 5,531 | $4.1M |
| Motco | 0.35% | Reduce -4.2% | 5,527 | $4.1M |
| Frank, Rimerman Advisors LLC | 0.23% | Reduce -1.4% | 5,519 | $4.1M |
| Biltmore Family Office, LLC | 0.54% | Reduce -2.5% | 5,517 | $4.1M |
| Global Strategic Investment Solutions, LLC | 0.37% | Add +4.9% | 5,508 | $4.1M |
| Lyell Wealth Management, LP | 0.25% | No change | 5,501 | $4.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.61% | Add +3.2% | 5,486 | $4.1M |
| ARS Investment Partners, LLC | 0.18% | Reduce -0.1% | 5,483 | $4.1M |
| Plum Street Advisors, LLC | 1.31% | Reduce -14.8% | 5,480 | $4.1M |
| PCG Wealth Advisors, LLC | 0.92% | Add +22.8% | 5,477 | $4.1M |
| Certior Financial Group, LLC | 2.25% | Add +4.2% | 5,477 | $4.1M |
| Laurel Wealth Planning LLC | 1.81% | Reduce -12.7% | 5,466 | $4.1M |
| Condor Capital Management | 0.31% | Reduce -0.9% | 5,458 | $4.1M |
| Union Bancaire Privee, UBP SA | 0.04% | Add +46.0% | 6,284 | $4.1M |
| Berman McAleer LLC | 0.47% | Reduce -0.8% | 5,445 | $4.1M |
| Spectrum Strategic Capital Management, LLC | 2.02% | Reduce -28.9% | 5,440 | $4.1M |
| Old North State Trust, LLC | 2.09% | Add +0.5% | 5,425 | $4.1M |
| Wealth Care LLC | 3.29% | Add +0.0% | 5,424 | $4.1M |
| Gilpin Wealth Management, LLC | 2.81% | Reduce -4.2% | 5,423 | $4.1M |
| Vontobel Holding Ltd. | 0.01% | Add +7.6% | 5,401 | $4.0M |
| Invested Advisors | 3.57% | Reduce -10.3% | 5,390 | $4.0M |
| One Charles Private Wealth Services, LLC | 0.93% | Reduce -1.2% | 5,379 | $4.0M |
| Premier Path Wealth Partners, LLC | 0.46% | Add +7.9% | 5,356 | $4.0M |
| Edgestream Partners, L.P. | 0.12% | Add +6.9% | 5,344 | $4.0M |
| RCS Financial Planning, LLC | 1.89% | Add +19.3% | 5,337 | $4.0M |
| Schnieders Capital Management, Llc. | 0.53% | Add +1.3% | 5,336 | $4.0M |
| Mattern Wealth Management LLC | 0.65% | Add +1.5% | 5,325 | $4.0M |
| REAP Financial Group, LLC | 0.68% | Reduce -5.0% | 5,280 | $4.0M |
| Goodman Financial Corp | 0.61% | No change | 5,278 | $4.0M |
| Liberty Capital Management, Inc. | 0.68% | — | 5,260 | $3.9M |
| Stewardship Concepts Financial Services LLC | 2.65% | Add +3.0% | 5,255 | $3.9M |
| Evolve Private Wealth, LLC | 0.24% | Reduce -72.1% | 5,249 | $3.9M |
| Upper Left Wealth Management, LLC | 2.18% | Add +9.7% | 5,247 | $3.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | No change | 5,245 | $3.9M |
| Tolleson Wealth Management, Inc. | 0.53% | No change | 5,240 | $3.9M |
| Mogy Joel R Investment Counsel Inc. | 0.22% | No change | 5,229 | $3.9M |
| Stenger Family Office, LLC | 0.62% | Reduce -2.4% | 5,228 | $3.9M |
| Encompass Wealth Advisors, LLC | 1.19% | Reduce -0.7% | 5,217 | $3.9M |
| Elmwood Wealth Management, Inc. | 0.97% | No change | 5,196 | $3.9M |
| Fortis Group Advisors, LLC | 0.62% | Reduce -0.2% | 5,192 | $3.9M |
| Vigil Wealth Management, LLC | 2.77% | Reduce -1.2% | 5,187 | $3.9M |
| Plan Group Financial, LLC | 0.80% | Reduce -14.8% | 5,186 | $3.9M |
| HBW Advisory Services LLC | 0.35% | Add +10.7% | 5,165 | $3.9M |
| Tenzing Financial LLC | 2.65% | Reduce -0.6% | 5,118 | $3.9M |
| Tranquility Partners, LLC | 1.33% | Reduce -0.3% | 5,158 | $3.9M |
| GHP Investment Advisors, Inc. | 0.14% | Add +4.5% | 5,146 | $3.9M |
| Evanson Financial, LLC | 0.19% | — | 5,145 | $3.9M |
| Westfuller Advisors, LLC | 1.39% | Add +2.2% | 5,103 | $3.8M |
| Donaldson Capital Management, LLC | 0.11% | Reduce -1.9% | 5,092 | $3.8M |
| Arcadia Investment Advisors LLC | 1.60% | Reduce -1.5% | 5,070 | $3.8M |
| Flavin Financial Services, Inc. | 2.16% | Add +17.8% | 5,068 | $3.8M |
| Worth Financial Advisory Group, LLC | 1.57% | Add +164.0% | 5,047 | $3.8M |
| Stash Investments, LLC | 1.22% | New | 5,046 | $3.8M |
| Barnes Pettey Financial Advisors, LLC | 1.18% | Reduce -3.5% | 5,040 | $3.8M |
| Asset One Wealth Management LLC | 0.40% | Reduce -8.4% | 4,949 | $3.8M |
| Cidel Asset Management Inc. | 0.18% | No change | 5,009 | $3.8M |
| Renasant Bank | 2.40% | Reduce -13.8% | 4,993 | $3.7M |
| Ascentis Independent Advisors | 10.06% | Reduce -78.5% | 4,972 | $3.7M |
| Lantern Wealth Advisors, LLC | 1.71% | Add +51.8% | 4,986 | $3.7M |
| Trivium Point Advisory, LLC | 0.34% | Add +36.9% | 4,985 | $3.7M |
| Investment Partners, LTD. | 1.17% | Reduce -0.6% | 4,984 | $3.7M |
| Centaurus Financial, Inc. | 0.15% | Add +0.4% | 4,983 | $3.7M |
| One Wealth Management Investment & Advisory Services, LLC | 3.91% | Add +19.5% | 4,969 | $3.7M |
| HHM Wealth Advisors, LLC | 0.37% | Add +4.5% | 4,953 | $3.7M |
| Rothschild & Co Wealth Management UK Ltd | 0.05% | No change | 4,929 | $3.7M |
| Mullaney, Keating & Wright, Inc. | 1.78% | Add +2.5% | 4,928 | $3.7M |
| Rik Saylor Financial, Inc. | 2.44% | Add +12.1% | 4,923 | $3.7M |
| First Bancorp, Inc | 1.45% | Reduce -0.4% | 4,914 | $3.7M |
| Magnolia Capital Advisors LLC | 0.63% | Add +4.0% | 4,913 | $3.7M |
| Barnes Dennig Private Wealth Management LLC | 2.94% | Add +6.4% | 4,913 | $3.7M |
| Capital Advantage, Inc. | 0.45% | Add +0.2% | 4,902 | $3.7M |
| Sentinel Pension Advisors, LLC | 0.48% | Add +24.6% | 4,901 | $3.7M |
| SRH Advisors, LLC | 0.93% | No change | 4,879 | $3.7M |
| Family Manage LLC | 0.38% | Reduce -0.1% | 4,876 | $3.7M |
| Warm Springs Advisors Inc. | 2.52% | Add +1.2% | 4,867 | $3.6M |
| Signature Resources Capital Management, LLC | 1.44% | Add +0.9% | 4,864 | $3.6M |
| Mayfair Advisory Group, LLC | 1.10% | Add +10.8% | 4,907 | $3.6M |
| Asset Dedication, LLC | 0.23% | Reduce -9.4% | 4,827 | $3.6M |
| Nemes Rush Group LLC | 0.30% | Reduce -34.9% | 4,824 | $3.6M |
| Impact Partnership Wealth, LLC | 0.35% | Add +5.2% | 4,821 | $3.6M |
| Lincoln Capital LLC | 0.64% | Add +6.0% | 4,821 | $3.6M |
| Jane Street Group, LLC | 0.00% | Add +329.2% | 4,820 | $3.6M |
| Flatrock Wealth Partners LLC | 1.42% | Add +2.4% | 4,815 | $3.6M |
| Eagle Bay Advisors LLC | 2.70% | Reduce -0.2% | 4,813 | $3.6M |
| Compass Financial Management LLC | 0.44% | — | 4,700 | $3.6M |
| BlueSky Wealth Advisors, LLC | 0.42% | Add +9.8% | 4,803 | $3.6M |
| Security Benefit Life Insurance Co. | 1.99% | Reduce -7.7% | 4,800 | $3.6M |
| Alteri Wealth LLC | 0.99% | Add +1.6% | 4,794 | $3.6M |
| Clarity Capital Advisors, LLC | 1.50% | Add +0.2% | 4,789 | $3.6M |
| Praetorian Wealth Management, Inc. | 0.62% | Add +0.4% | 4,789 | $3.6M |
| Moneco Advisors, LLC | 0.22% | Add +35.1% | 4,779 | $3.6M |
| Ballast Rock Private Wealth LLC | 1.65% | No change | 4,779 | $3.6M |
| Hughes Financial Services, LLC | 0.47% | Reduce -1.4% | 4,773 | $3.6M |
| Caldwell Sutter Capital, Inc. | 1.35% | Reduce -1.1% | 4,770 | $3.6M |
| Birmingham Capital Management Co. Inc. | 1.36% | No change | 4,768 | $3.6M |
| Allegheny Financial Group | 0.38% | Add +4.3% | 4,764 | $3.6M |
| Donor Advised Charitable Giving, Inc. | 0.08% | Reduce -0.8% | 4,758 | $3.6M |
| Texas Yale Capital Corp. | 0.08% | Reduce -0.8% | 4,758 | $3.6M |
| PMG Wealth Management, Inc. | 2.20% | Add +1.3% | 4,756 | $3.6M |
| Alerus Financial NA | 0.16% | Reduce -0.0% | 4,749 | $3.6M |
| Athena Wealth Management, LLC | 2.63% | Add +0.0% | 4,724 | $3.5M |
| Capital Asset Managemnet, LLC | 7.96% | Reduce -28.7% | 4,722 | $3.5M |
| Knightsbridge Asset Management, LLC | 0.47% | Reduce -0.0% | 4,709 | $3.5M |
| CWS Financial Advisors, LLC | 0.78% | Add +0.0% | 4,707 | $3.5M |
| Kavar Capital Partners Group, LLC | 0.43% | Reduce -0.4% | 4,697 | $3.5M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1.28% | Add +3.6% | 4,691 | $3.5M |
| Clarendon Private LLC | 2.26% | Add +7.7% | 4,686 | $3.5M |
| Melfa Wealth Management, Inc. | 1.89% | Reduce -0.5% | 4,682 | $3.5M |
| Private Wealth Partners, LLC | 0.25% | Reduce -0.3% | 4,679 | $3.5M |
| Emerald Investment Advisers, LLC | 0.23% | Add +112.5% | 4,677 | $3.5M |
| OneAscent Financial Services LLC | 0.17% | Add +6.5% | 4,653 | $3.5M |
| RAM Investment Partners, LLC | 0.56% | Reduce -11.0% | 4,651 | $3.5M |
| Gratus Wealth Advisors, LLC | 0.44% | Reduce -3.1% | 4,638 | $3.5M |
| Ackerman Capital Advisors, LLC | 0.70% | Reduce -0.3% | 4,633 | $3.5M |
| Central Bank & Trust Co. | 0.49% | Add +2.5% | 4,628 | $3.5M |
| TRUE Private Wealth Advisors | 0.30% | Reduce -1.0% | 4,628 | $3.5M |
| M1 Capital Management LLC | 1.28% | Reduce -0.4% | 4,623 | $3.5M |
| Capital Investment Counsel, LLC | 0.43% | Reduce -3.8% | 4,621 | $3.5M |
| Bath Savings Trust Co | 0.36% | Add +17.1% | 4,616 | $3.5M |
| Addison Capital Co | 0.57% | Add +13.4% | 4,613 | $3.5M |
| Banque Cantonale Vaudoise | 0.15% | Add +3.4% | 4,613 | $3.5M |
| Integras Partners LLC | 1.90% | Add +51.5% | 4,598 | $3.4M |
| Silver Oak Securities, Incorporated | 0.21% | Reduce -4.3% | 4,598 | $3.4M |
| Panoramic Investment Advisors, LLC | 1.64% | Add +1.1% | 4,583 | $3.4M |
| Resurgent Financial Advisors LLC | 0.96% | Add +18.1% | 4,577 | $3.4M |
| Mechanics Bank Trust Department | 0.42% | Add +91.7% | 4,576 | $3.4M |
| Clearwater Capital Advisors, LLC | 0.25% | Reduce -1.3% | 4,570 | $3.4M |
| Sterling Wealth Advisors Inc | 1.85% | No change | 4,557 | $3.4M |
| NYL Investors LLC | 1.31% | No change | 4,554 | $3.4M |
| Operose Advisors LLC | 0.66% | Add +10.6% | 4,547 | $3.4M |
| Generation Capital Management LLC | 2.09% | No change | 4,546 | $3.4M |
| JTC Employer Solutions Trustee Ltd | 0.27% | No change | 4,537 | $3.4M |
| Retirement Investment Advisors, Inc. | 0.24% | Add +2.8% | 4,516 | $3.4M |
| Advisory Alpha, LLC | 0.08% | Add +12.6% | 4,534 | $3.4M |
| Clifford Swan Investment Counsel LLC | 0.11% | Reduce -25.4% | 4,534 | $3.4M |
| Segment Wealth Management, LLC | 0.18% | Add +0.1% | 4,523 | $3.4M |
| AssuredPartners Investment Advisors, LLC | 0.33% | Add +154.3% | 4,512 | $3.4M |
| Capital Advisors, Ltd. LLC | 0.34% | No change | 4,512 | $3.4M |
| SilverOak Wealth Management LLC | 0.43% | Add +0.8% | 4,510 | $3.4M |
| Firestone Capital Management | 0.63% | Add +6.8% | 4,508 | $3.4M |
| MBM Wealth Consultants, LLC | 0.65% | Reduce -1.4% | 4,477 | $3.4M |
| St Germain D J Co. Inc. | 0.12% | Add +1.1% | 4,471 | $3.3M |
| Granville Capital, Inc. | 1.49% | Add +0.2% | 4,460 | $3.3M |
| Montgomery Investment Management Inc. | 1.01% | Add +1.5% | 4,459 | $3.3M |
| Fiduciary Alliance LLC | 0.23% | Add +8.5% | 4,457 | $3.3M |
| Meyer Handelman Co. | 0.09% | Reduce -1.1% | 4,456 | $3.3M |
| Warner Financial, Inc. | 0.98% | Reduce -8.4% | 4,455 | $3.3M |
| Forefront Analytics, LLC | 3.62% | Reduce -0.5% | 4,450 | $3.3M |
| Trust Co. of Toledo NA | 0.28% | Add +13.1% | 4,440 | $3.3M |
| Mengis Capital Management, Inc. | 0.51% | Reduce -0.4% | 4,430 | $3.3M |
| Canandaigua National Bank & Trust Co. | 0.28% | — | 4,429 | $3.3M |
| Community Trust & Investment Co. | 0.17% | No change | 4,427 | $3.3M |
| Capital Advisors Inc. | 0.05% | Add +1.7% | 4,423 | $3.3M |
| Blue Capital, Inc. | 2.10% | Add +85.3% | 4,409 | $3.3M |
| Beck Mack & Oliver LLC | 0.06% | No change | 4,407 | $3.3M |
| Financial Solutions Advisory Group, Inc. | 0.42% | Add +1.5% | 4,358 | $3.3M |
| Truvestments Capital LLC | 0.49% | Add +30.5% | 4,654 | $3.3M |
| Legacy Bridge, LLC | 1.02% | No change | 4,393 | $3.3M |
| Sound View Wealth Advisors Group, LLC | 0.20% | Add +0.3% | 4,377 | $3.3M |
| Beacon Financial Advisory LLC | 0.65% | Reduce -1.9% | 4,373 | $3.3M |
| HTG Investment Advisors, Inc. | 0.84% | Reduce -0.2% | 4,373 | $3.3M |
| LTG Capital LLC | 2.19% | Reduce -0.3% | 4,372 | $3.3M |
| VestGen Investment Management | 1.73% | Add +35.5% | 4,361 | $3.3M |
| Lavaca Capital LLC | 0.34% | Add +159.8% | 4,356 | $3.3M |
| Orleans Capital Management Corp. | 1.68% | New | 4,355 | $3.3M |
| Courage Miller Partners, LLC | 0.86% | Reduce -1.8% | 4,351 | $3.3M |
| Round Rock Advisors LLC | 0.42% | Add +4.1% | 4,343 | $3.3M |
| Mainstream Capital Management LLC | 1.96% | Reduce -1.9% | 4,340 | $3.3M |
| Cannon Financial Strategists, Inc. | 0.37% | Reduce -0.2% | 4,339 | $3.2M |
| Moneywise, Inc. | 1.21% | Reduce -0.6% | 4,335 | $3.2M |
| Darrow Company, Inc. | 1.25% | Reduce -6.5% | 4,323 | $3.2M |
| Financial Gravity Companies, Inc. | 0.53% | — | 4,320 | $3.2M |
| Kachkovsky & Fisher, Inc. | 3.09% | — | 4,285 | $3.2M |
| Silvia McColl Wealth Management, LLC | 1.93% | No change | 4,275 | $3.2M |
| Meadowbrook Advisors Group, LLC | 1.71% | Add +28.8% | 4,268 | $3.2M |
| Arbor Trust Wealth Advisors, LLC | 1.29% | Reduce -15.3% | 4,256 | $3.2M |
| Twelve Points Wealth Management LLC | 0.64% | Reduce -10.8% | 4,255 | $3.2M |
| Cohen Capital Management, Inc. | 0.43% | Add +0.1% | 4,244 | $3.2M |
| Walled Lake Planning & Wealth Management, LLC | 0.80% | Add +1.4% | 4,244 | $3.2M |
| Falcon Wealth Planning | 0.20% | Add +2.2% | 4,237 | $3.2M |
| Valley Wealth Managers, Inc. | 0.18% | Reduce -4.4% | 4,234 | $3.2M |
| Archford Capital Strategies, LLC | 0.32% | Reduce -0.5% | 4,233 | $3.2M |
| Caerus Investment Advisors, LLC | 1.07% | No change | 4,231 | $3.2M |
| Potentia Wealth | 1.30% | Reduce -7.0% | 4,231 | $3.2M |
| Delta Wealth Advisors LLC | 2.26% | Reduce -11.8% | 4,229 | $3.2M |
| MB Generational Wealth, LLC | 1.55% | Reduce -1.0% | 4,227 | $3.2M |
| Pacifica Partners Inc. | 0.95% | Add +4.0% | 4,212 | $3.2M |
| Factor Wealth Management LTD | 0.47% | Add +1.1% | 4,178 | $3.1M |
| Wealthfront Advisers LLC | 0.01% | Reduce -4.0% | 4,155 | $3.1M |
| TRB Wealth Management, LLC | 0.41% | Reduce -13.0% | 4,152 | $3.1M |
| CapWealth Advisors, LLC | 0.25% | Reduce -1.8% | 4,135 | $3.1M |
| Pennington Partners & Co., LLC | 0.99% | Reduce -7.4% | 4,127 | $3.1M |
| Clarkston Capital Partners, LLC | 0.26% | Reduce -2.8% | 4,120 | $3.1M |
| Guardian Asset Advisors, LLC | 1.42% | Add +79.0% | 4,112 | $3.1M |
| Centric Wealth Management | 0.48% | No change | 4,262 | $3.1M |
| Ironsides Asset Advisors, LLC | 0.72% | No change | 4,100 | $3.1M |
| Thompson David Blair | 1.53% | Reduce -4.5% | 4,099 | $3.1M |
| Foster Dykema Cabot & Partners, LLC | 0.18% | Reduce -3.9% | 4,074 | $3.1M |
| FF Advisors,LLC | 1.14% | Add +0.9% | 4,048 | $3.0M |
| Lockerman Financial Group, Inc. | 4.63% | Add +76.2% | 4,043 | $3.0M |
| Live Oak Private Wealth LLC | 0.38% | Add +18.2% | 4,030 | $3.0M |
| Paulson Wealth Management Inc. | 0.64% | Reduce -2.3% | 4,028 | $3.0M |
| Arcus Capital Partners, LLC | 1.25% | Reduce -25.5% | 4,022 | $3.0M |
| CGN Advisors LLC | 0.22% | Add +0.0% | 4,021 | $3.0M |
| Itau Unibanco Holding S.A. | 0.06% | Reduce -20.2% | 4,020 | $3.0M |
| tru Independence LLC | 1.32% | Reduce -1.8% | 4,017 | $3.0M |
| GW Henssler & Associates Ltd. | 0.13% | Add +2.8% | 4,016 | $3.0M |
| Allie Family Office LLC | 1.12% | Reduce -7.9% | 3,975 | $3.0M |
| Chatterton & Associates Inc. | 1.77% | Add +10.2% | 3,975 | $3.0M |
| Impact Capital Partners LLC | 0.82% | Add +3.4% | 4,002 | $3.0M |
| Belvedere Trading LLC | 0.25% | Add +505.4% | 3,996 | $3.0M |
| Everest Financial Group LLC | 0.40% | Reduce -0.1% | 3,993 | $3.0M |
| Client 1ST Advisory Group, LLC | 0.80% | Reduce -0.0% | 3,993 | $3.0M |
| Talon Private Wealth, LLC | 0.35% | Add +4.5% | 3,982 | $3.0M |
| Carrera Capital Advisors | 0.44% | Reduce -2.6% | 3,980 | $3.0M |
| Park Capital Management, LLC / WI | 1.75% | Reduce -0.3% | 3,973 | $3.0M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.21% | Reduce -0.1% | 3,966 | $3.0M |
| Chilton Capital Management LLC | 0.09% | Reduce -45.9% | 3,954 | $3.0M |
| Clark Asset Management, LLC | 0.23% | Add +1.3% | 3,945 | $3.0M |
| IPG Investment Advisors LLC | 0.42% | Add +60.2% | 3,938 | $2.9M |
| Financial Consulate, Inc. | 0.33% | Reduce -0.5% | 3,932 | $2.9M |
| W.H. Cornerstone Investments Inc. | 1.66% | Add +0.2% | 3,930 | $2.9M |
| Wealthcare Capital Management LLC | 0.28% | Reduce -1.2% | 3,927 | $2.9M |
| Castle Wealth Management LLC | 0.87% | Add +24.1% | 3,919 | $2.9M |
| Aegis Wealth Management, Inc. | 1.89% | Add +51.4% | 3,910 | $2.9M |
| Opus Capital Group, LLC | 0.28% | Reduce -0.2% | 3,908 | $2.9M |
| Briaud Financial Planning Inc | 0.77% | Add +0.2% | 3,903 | $2.9M |
| TMB Capital Partners, LLC | 0.91% | Reduce -0.6% | 3,900 | $2.9M |
| Decker Wealth Management LLC | 0.62% | No change | 3,897 | $2.9M |
| Alliance Private Wealth, LLC | 1.01% | Add +4.0% | 3,886 | $2.9M |
| Panagora Asset Management Inc. | 0.01% | Add +33.5% | 3,878 | $2.9M |
| Baker Tilly Wealth Management, LLC | 0.62% | Add +11.7% | 3,876 | $2.9M |
| Key Financial Inc | 0.47% | Add +0.0% | 3,869 | $2.9M |
| Team Hewins, LLC | 0.79% | Add +0.9% | 3,853 | $2.9M |
| Empirical Asset Management, LLC | 0.65% | Reduce -10.9% | 3,832 | $2.9M |
| Walleye Partners, LLC | 3.27% | Reduce -8.5% | 3,831 | $2.9M |
| Relyea Zuckerberg Hanson LLC | 0.24% | Add +5.7% | 3,816 | $2.9M |
| Tompkins Financial Corp. | 0.20% | Reduce -0.2% | 3,810 | $2.9M |
| Resources Management Corp. /CT/ | 0.36% | Reduce -7.0% | 3,804 | $2.8M |
| Huntleigh Advisors, Inc. | 0.40% | Add +6.9% | 3,801 | $2.8M |
| Old Port Advisors | 0.56% | Reduce -15.4% | 3,799 | $2.8M |
| Alliance Wealth Advisors, LLC | 0.54% | Reduce -13.3% | 3,797 | $2.8M |
| Sage Rhino Capital LLC | 0.47% | Add +0.5% | 3,787 | $2.8M |
| Aspire Capital Advisors LLC | 0.55% | Reduce -1.5% | 3,786 | $2.8M |
| Builder Investment Group Inc. | 0.56% | No change | 3,765 | $2.8M |
| Indiana Trust & Investment Management Co | 0.77% | No change | 3,760 | $2.8M |
| LongView Wealth Management | 0.72% | Reduce -0.1% | 3,760 | $2.8M |
| Centennial Bank | 0.91% | Reduce -0.9% | 3,755 | $2.8M |
| Hyposwiss Advisors SA | 2.66% | No change | 3,750 | $2.8M |
| Strategic Financial Concepts, LLC | 0.83% | Reduce -72.0% | 3,844 | $2.8M |
| Arsenal Capital Advisors LLC | 1.65% | No change | 3,736 | $2.8M |
| Weatherly Asset Management L. P. | 0.20% | No change | 3,732 | $2.8M |
| Altiora Financial Group, LLC | 0.44% | Reduce -1.4% | 3,725 | $2.8M |
| Clarity Wealth Advisors, LLC | 0.49% | Reduce -2.2% | 3,723 | $2.8M |
| United Capital Management of KS, Inc. | 0.37% | Reduce -1.6% | 3,723 | $2.8M |
| Greenspring Advisors, LLC | 0.15% | Add +4.8% | 3,710 | $2.8M |
| Tradewinds, LLC. | 0.63% | New | 1,398 | $2.8M |
| Goldstein Advisors, LLC | 0.25% | Add +1.1% | 3,707 | $2.8M |
| Hollow Brook Wealth Management LLC | 0.55% | No change | 3,701 | $2.8M |
| Bragg Financial Advisors, Inc | 0.07% | Reduce -1.4% | 3,693 | $2.8M |
| Envision Financial LLC | 1.27% | Reduce -1.3% | 3,690 | $2.8M |
| Peachtree Investment Partners, LLC | 0.89% | Add +147.2% | 3,686 | $2.8M |
| Osborne Partners Capital Management, LLC | 0.15% | Add +3.7% | 3,683 | $2.8M |
| Roble, Belko & Company, Inc | 0.30% | No change | 3,682 | $2.8M |
| Sunflower Bank, N.A. | 0.66% | Add +0.1% | 3,681 | $2.8M |
| Naviter Wealth, LLC | 0.25% | New | 3,675 | $2.8M |
| Roman Butler Fullerton & Co. | 0.65% | Reduce -1.3% | 3,640 | $2.7M |
| Toth Financial Advisory Corp. | 0.27% | Add +6.8% | 3,636 | $2.7M |
| Strategic Equity Management | 0.91% | Reduce -0.8% | 3,620 | $2.7M |
| Curbstone Financial Management Corp | 0.46% | Reduce -9.1% | 3,614 | $2.7M |
| SOA Wealth Advisors, LLC. | 0.45% | Add +1.6% | 3,609 | $2.7M |
| Silverlake Wealth Management LLC | 0.52% | Add +34.9% | 3,605 | $2.7M |
| Manchester Capital Management LLC | 0.35% | Reduce -4.5% | 3,603 | $2.7M |
| Gallacher Capital Management LLC | 1.51% | Reduce -17.0% | 3,602 | $2.7M |
| Redwood Investment Management, LLC | 0.27% | Add +14.6% | 3,598 | $2.7M |
| Graetz Wealth LLC | 2.15% | Add +0.3% | 3,595 | $2.7M |
| Silver Grove Financial Group, Inc. | 1.45% | Add +124.0% | 3,588 | $2.7M |
| Valley National Advisers Inc. | 0.30% | Reduce -1.8% | 3,587 | $2.7M |
| Trinity Wealth Management, LLC | 0.85% | Reduce -0.1% | 3,585 | $2.7M |
| Atlatl Advisers LLC | 0.64% | Add +43.9% | 3,585 | $2.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.14% | Reduce -3.2% | 3,577 | $2.7M |
| Mosaic Family Wealth Partners, LLC | 0.18% | Add +56.8% | 3,574 | $2.7M |
| Bank Ozk | 0.79% | Reduce -6.7% | 3,570 | $2.7M |
| Shearwater Capital LLC | 1.27% | Reduce -3.1% | 3,564 | $2.7M |
| Denver PWM, LLC | 0.87% | Add +1.3% | 3,412 | $2.7M |
| Hutchens & Kramer Investment Management Group, LLC | 0.71% | Add +42.1% | 3,548 | $2.7M |
| High Point Wealth Management, LLC | 2.22% | Add +0.2% | 3,547 | $2.7M |
| Huntington National Bank | 0.02% | Add +4.5% | 3,544 | $2.7M |
| Regimen Wealth, LLC | 0.71% | Reduce -1.9% | 3,518 | $2.6M |
| Aviance Capital Partners, LLC | 0.27% | Add +1.3% | 3,527 | $2.6M |
| Urban Wealth Management, LLC | 2.30% | Add +0.1% | 3,521 | $2.6M |
| Essex LLC | 0.40% | Reduce -2.6% | 3,520 | $2.6M |
| Nest Investments, LLC | 2.00% | Add +16.8% | 3,515 | $2.6M |
| Aspen Capital Management, LLC | 0.58% | No change | 3,514 | $2.6M |
| Adkins Seale Capital Management LLC | 2.34% | Add +0.3% | 3,512 | $2.6M |
| Angeles Wealth Management, LLC | 0.12% | Reduce -3.7% | 3,510 | $2.6M |
| Versant Capital Management, Inc | 0.23% | Reduce -0.3% | 3,499 | $2.6M |
| Berger Financial Group, Inc | 0.13% | Add +2.8% | 3,498 | $2.6M |
| Disciplined Investments, LLC | 0.85% | Add +0.1% | 3,496 | $2.6M |
| Legacy Wealth Managment, LLC | 1.08% | Add +53.4% | 3,495 | $2.6M |
| Navis Wealth Advisors, LLC | 0.99% | Add +28.2% | 3,495 | $2.6M |
| Islay Capital Management, LLC | 1.24% | Add +33.8% | 3,493 | $2.6M |
| YANKCOM Partnership | 0.94% | Add +0.3% | 3,490 | $2.6M |
| Plancorp, LLC | 0.06% | Add +19.8% | 3,467 | $2.6M |
| NTV Asset Management LLC | 0.26% | Add +2.6% | 3,482 | $2.6M |
| Signature Wealth Management Partners, LLC | 1.21% | Reduce -1.5% | 3,473 | $2.6M |
| STAR Financial Bank | 1.06% | Add +11.6% | 3,473 | $2.6M |
| BNP Paribas | 0.07% | Add +31.8% | 3,472 | $2.6M |
| Oregon Pacific Wealth Management, LLC | 2.44% | Add +30.8% | 3,470 | $2.6M |
| Schrum Private Wealth Management LLC | 2.67% | Add +2.8% | 3,714 | $2.6M |
| Scott Capital Advisors, LLC | 0.41% | Add +0.2% | 3,460 | $2.6M |
| Fiduciary Advisors, Inc. | 1.74% | Reduce -1.6% | 3,456 | $2.6M |
| Root Financial Partners, LLC | 0.10% | Add +3.3% | 3,455 | $2.6M |
| Financial Symmetry Inc | 0.86% | Add +0.0% | 3,451 | $2.6M |
| Wedgewood Investors Inc. | 2.65% | Reduce -2.9% | 3,448 | $2.6M |
| Weik Capital Management | 0.99% | Add +0.1% | 3,448 | $2.6M |
| Tradition Wealth Management, LLC | 0.16% | Reduce -0.4% | 3,445 | $2.6M |
| DV Trading LLC | 0.21% | Add +33.0% | 3,434 | $2.6M |
| Glass Jacobson Investment Advisors llc | 0.80% | Reduce -0.9% | 3,427 | $2.6M |
| Francis Financial, Inc. | 0.42% | Reduce -6.0% | 3,426 | $2.6M |
| Keb Asset Management, LLC | 0.41% | Add +12.3% | 3,418 | $2.6M |
| Odyssey Capital Advisors, Inc. | 1.83% | Reduce -7.7% | 3,407 | $2.6M |
| SlateStone Wealth, LLC | 0.20% | Add +3.6% | 3,401 | $2.5M |
| Hartford Funds Management Co LLC | 0.20% | Reduce -8.2% | 3,397 | $2.5M |
| Quattro Advisors LLC | 1.69% | Add +1.8% | 3,390 | $2.5M |
| Austin Asset Management Co Inc | 0.36% | Add +13.3% | 3,387 | $2.5M |
| Signature Equity Partners, LLC | 1.16% | Add +9.0% | 3,384 | $2.5M |
| Evolution Wealth Management Inc. | 1.48% | Add +1.2% | 3,370 | $2.5M |
| Petros Family Wealth, LLC | 1.54% | Add +6.1% | 3,367 | $2.5M |
| Peak Financial Management, Inc. | 0.58% | Reduce -1.0% | 3,365 | $2.5M |
| Avantra Family Wealth, Inc. | 1.61% | Add +45.4% | 3,359 | $2.5M |
| Garden State Investment Advisory Services LLC | 0.49% | Reduce -4.7% | 3,345 | $2.5M |
| Downshift Financial, LLC | 1.14% | Add +0.2% | 3,343 | $2.5M |
| Van Strum & Towne Inc. | 0.68% | Reduce -0.5% | 3,343 | $2.5M |
| Matrix Asset Advisors Inc. | 0.20% | Add +1.6% | 3,342 | $2.5M |
| Arq Wealth Advisors, LLC | 0.31% | Reduce -8.9% | 3,331 | $2.5M |
| Plan A Wealth LLC | 1.06% | Reduce -21.2% | 3,335 | $2.5M |
| Breakthru Advisory Services, LLC | 8.38% | Reduce -14.2% | 3,333 | $2.5M |
| Commerce Advisors, LLC | 1.35% | Reduce -1.7% | 3,320 | $2.5M |
| Narus Financial Partners, LLC | 0.64% | Reduce -2.4% | 3,317 | $2.5M |
| Old Second National Bank of Aurora | 0.47% | Reduce -0.8% | 3,309 | $2.5M |
| Corundum Trust Company, INC | 6.61% | No change | 3,306 | $2.5M |
| Archer Investment Corp | 0.47% | Add +10.0% | 3,303 | $2.5M |
| MJP Associates Inc. | 0.27% | Reduce -0.8% | 3,299 | $2.5M |
| Maple Capital Management, Inc. | 0.15% | Add +3.5% | 3,298 | $2.5M |
| Brandywine Trust Co. | 0.40% | Add +1.1% | 3,290 | $2.5M |
| Cardinal Point Capital Management ULC | 0.14% | Add +113.7% | 3,289 | $2.5M |
| Ellevest, Inc. | 0.29% | Add +1.1% | 3,318 | $2.5M |
| Boston Trust Walden Corp | 0.02% | No change | 3,281 | $2.5M |
| Talisman Wealth Advisors LLC | 1.82% | Add +13.8% | 3,276 | $2.5M |
| Searle & Co. | 0.55% | No change | 3,274 | $2.5M |
| Iowa State Bank | 0.41% | No change | 3,273 | $2.5M |
| First Merchants Corp. | 0.09% | Reduce -0.9% | 3,273 | $2.5M |
| Values Added Financial LLC | 0.88% | Reduce -0.0% | 3,271 | $2.4M |
| Granite Bay Wealth Management, LLC | 0.23% | Add +105.9% | 3,270 | $2.4M |
| Tower Bridge Advisors | 0.22% | No change | 3,266 | $2.4M |
| Capital Asset Advisory Services LLC | 0.09% | Add +28.3% | 3,264 | $2.4M |
| McGlone Suttner Wealth Management, Inc. | 0.29% | Reduce -11.7% | 3,256 | $2.4M |
| Regent Peak Wealth Advisors LLC | 0.45% | Reduce -4.5% | 3,254 | $2.4M |
| Ceera Investments, LLC | 1.03% | Add +0.2% | 3,253 | $2.4M |
| 626 Financial, LLC | 0.95% | Add +0.3% | 3,245 | $2.4M |
| WJ Wealth Management, LLC | 0.96% | Reduce -0.7% | 3,240 | $2.4M |
| Burton Enright Welch | 0.28% | Reduce -0.4% | 3,223 | $2.4M |
| Werba Rubin Papier Wealth Management | 0.29% | Add +2.4% | 3,221 | $2.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Add +8.8% | 3,214 | $2.4M |
| Forbes J M & Co. LLP | 0.19% | No change | 3,210 | $2.4M |
| Fiscal Wisdom Wealth Management, LLC | 2.04% | Add +78.2% | 3,205 | $2.4M |
| CDM Financial Counseling Services, Inc. | 2.06% | No change | 3,198 | $2.4M |
| Griffin Asset Management, Inc. | 0.25% | Add +0.2% | 3,196 | $2.4M |
| North Star Asset Management Inc. | 0.09% | Reduce -0.3% | 3,196 | $2.4M |
| F&V Capital Management, LLC | 0.44% | No change | 3,194 | $2.4M |
| Thayer Partners, LLC / MA | 0.99% | Add +5.8% | 3,192 | $2.4M |
| J2 Capital Management Inc | 1.60% | Reduce -2.1% | 3,181 | $2.4M |
| Advance Capital Management, Inc. | 0.08% | Add +3.7% | 3,178 | $2.4M |
| KERR FINANCIAL PLANNING Corp | 2.65% | Reduce -2.2% | 3,176 | $2.4M |
| 21 West Wealth Management LLC | 2.03% | Reduce -2.1% | 3,168 | $2.4M |
| Johnson & White Wealth Management, LLC | 0.89% | Add +6.0% | 3,162 | $2.4M |
| Granite FO LLC | 1.25% | No change | 3,160 | $2.4M |
| Fingerlakes Wealth Management, Inc. | 1.27% | Add +0.3% | 3,152 | $2.4M |
| Lazard Freres Gestion S.A.S. | 0.04% | No change | 3,150 | $2.4M |
| Counterweight Ventures, LLC | 1.17% | Reduce -0.8% | 3,139 | $2.4M |
| Creative Financial Designs Inc. | 0.11% | Add +3.7% | 3,136 | $2.3M |
| ORBA Wealth Advisors, L.L.C. | 2.00% | Reduce -47.6% | 3,129 | $2.3M |
| Epiq Partners, LLC | 1.02% | Add +5.9% | 3,127 | $2.3M |
| StoneCrest Wealth Management, Inc. | 0.75% | Reduce -10.0% | 3,116 | $2.3M |
| Performance Wealth Partners, LLC | 0.06% | Add +0.6% | 3,114 | $2.3M |
| Formidable Asset Management, LLC | 0.37% | Reduce -0.8% | 3,566 | $2.3M |
| Kagan Cocozza Asset Management | 1.45% | Add +0.6% | 3,097 | $2.3M |
| Collective Family Office LLC | 0.47% | No change | 3,089 | $2.3M |
| Arbor Wealth Advisors LLC | 1.41% | Add +0.3% | 3,086 | $2.3M |
| Fortress Financial Group, LLC | 1.15% | Reduce -0.8% | 3,084 | $2.3M |
| Highline Wealth Partners LLC | 0.47% | Reduce -30.7% | 3,078 | $2.3M |
| Roan Capital Partners | 1.91% | Reduce -9.9% | 3,071 | $2.3M |
| Intelligence Driven Advisers, LLC | 0.37% | Add +18.9% | 3,069 | $2.3M |
| Benin Management CORP | 0.47% | Add +4.8% | 3,068 | $2.3M |
| Greenwich Wealth Management LLC | 0.08% | Reduce -1.4% | 3,059 | $2.3M |
| Aerodigm Wealth, LLC | 0.77% | Reduce -0.9% | 3,051 | $2.3M |
| Laurel Wealth Advisors LLC | 0.22% | Add +5.2% | 3,043 | $2.3M |
| Precision Wealth Strategies, LLC | 0.69% | Reduce -20.5% | 3,035 | $2.3M |
| Grandfield & Dodd, LLC | 0.12% | Reduce -3.6% | 3,030 | $2.3M |
| Hanson & Doremus Investment Management | 0.23% | Add +841.0% | 3,030 | $2.3M |
| James Investment Research, Inc. | 0.23% | Reduce -4.1% | 3,015 | $2.3M |
| Rodgers & Associates, LTD | 0.20% | Reduce -3.8% | 3,013 | $2.3M |
| Trust Co of Tennessee | 0.39% | Reduce -13.3% | 3,011 | $2.3M |
| Kinetic Wealth Investment Advisors LLC | 1.06% | — | 3,007 | $2.3M |
| My Personal CFO, LLC | 0.88% | Add +1.2% | 3,007 | $2.3M |
| Zullo Investment Group, Inc. | 0.77% | Reduce -1.0% | 3,000 | $2.2M |
| Axiom Investors LLC | 0.02% | Add +3.5% | 3,000 | $2.2M |
| CNB Bank | 0.87% | No change | 2,986 | $2.2M |
| Amicus Financial Advisors, LLC | 0.55% | Add +10.7% | 2,985 | $2.2M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.48% | Add +27.3% | 2,984 | $2.2M |
| Sankala Group LLC | 1.49% | Reduce -4.5% | 2,892 | $2.2M |
| Bolthouse Investments, LLC | 1.81% | Reduce -0.1% | 2,978 | $2.2M |
| PSI Advisors, LLC | 0.52% | Reduce -2.0% | 2,963 | $2.2M |
| GEM Asset Management, LLC | 0.87% | Add +0.1% | 2,961 | $2.2M |
| Spirepoint Private Client, LLC | 0.18% | Reduce -15.8% | 2,958 | $2.2M |
| Next Level Private LLC | 0.43% | Reduce -2.6% | 2,955 | $2.2M |
| Sequent Planning LLC | 0.47% | Add +41.4% | 2,953 | $2.2M |
| Howland Capital Management LLC | 0.08% | Reduce -9.1% | 2,949 | $2.2M |
| Frontier Asset Management, LLC | 0.40% | Reduce -2.9% | 2,948 | $2.2M |
| S Harris Financial Group, LLC | 1.70% | Reduce -0.5% | 2,931 | $2.2M |
| Spartan Wealth Advisory Services LLC | 0.18% | Add +0.0% | 2,927 | $2.2M |
| Hobart Private Capital, LLC | 0.38% | Reduce -28.4% | 2,923 | $2.2M |
| Sterling Wealth Management, Inc. | 0.54% | Add +49.8% | 2,916 | $2.2M |
| Riversedge Advisors, LLC | 0.29% | Reduce -11.6% | 2,911 | $2.2M |
| Bogart Wealth, LLC | 0.07% | Add +1.0% | 2,911 | $2.2M |
| Monetary Management Group Inc. | 0.45% | No change | 2,900 | $2.2M |
| MKT Advisors LLC | 0.67% | Reduce -0.1% | 2,890 | $2.2M |
| Obsidian Cio, LLC | 1.61% | Reduce -47.2% | 2,896 | $2.2M |
| Westchester Capital Management, Inc. | 0.39% | No change | 2,896 | $2.2M |
| 1ST Source Bank | 0.10% | Reduce -16.2% | 2,894 | $2.2M |
| Atlantic Private Wealth, LLC | 1.32% | Reduce -2.3% | 2,883 | $2.2M |
| Wealthquest Corp | 0.14% | Add +2.3% | 2,878 | $2.2M |
| Greenline Partners, LLC | 0.22% | No change | 2,877 | $2.2M |
| Spinnaker Investment Group, LLC | 0.34% | Add +750.6% | 2,875 | $2.2M |
| Tritonpoint Wealth, LLC | 0.21% | Add +15.3% | 2,875 | $2.2M |
| Smith Salley Wealth Management | 0.09% | Reduce -8.0% | 2,870 | $2.1M |
| Theory Financial LLC | 0.68% | Add +3.5% | 2,869 | $2.1M |
| TCV Trust & Wealth Management, Inc. | 0.16% | Reduce -4.8% | 2,868 | $2.1M |
| Pacific Park Financial, Inc. | 1.25% | Reduce -8.5% | 2,866 | $2.1M |
| Beese Fulmer Investment Management, Inc. | 0.12% | Add +3.9% | 2,860 | $2.1M |
| Brandywine Oak Private Wealth LLC | 0.16% | Reduce -0.1% | 2,859 | $2.1M |
| Lee Danner & Bass Inc. | 0.12% | Reduce -3.2% | 2,849 | $2.1M |
| Realta Investment Advisors | 0.66% | Reduce -7.7% | 2,848 | $2.1M |
| Reicon Wealth Advisors, LLC | 1.33% | Add +111.4% | 2,847 | $2.1M |
| Vienna Asset Management LLC | 1.52% | Add +727.0% | 2,845 | $2.1M |
| Drake & Associates, LLC | 0.36% | Add +10.0% | 2,838 | $2.1M |
| Tableaux LLC | 0.89% | Reduce -9.2% | 2,819 | $2.1M |
| Lazari Capital Management, Inc. | 0.65% | Reduce -0.3% | 2,811 | $2.1M |
| Marco Investment Management LLC | 0.14% | Reduce -2.4% | 2,810 | $2.1M |
| Warwick Investment Management, Inc. | 0.24% | Add +78.3% | 2,799 | $2.1M |
| Rebalance, LLC | 0.11% | Reduce -1.6% | 2,796 | $2.1M |
| Goldenstone Wealth Management LLC | 1.37% | Add +42.0% | 2,795 | $2.1M |
| Kornitzer Capital Management Inc. | 0.04% | No change | 2,792 | $2.1M |
| Maridea Wealth Management LLC | 0.23% | Add +13.8% | 2,786 | $2.1M |
| First Community Trust NA | 0.94% | No change | 2,785 | $2.1M |
| Hummer Financial Advisory Services Inc | 1.37% | No change | 2,774 | $2.1M |
| Morton Capital Management LLC | 0.28% | Reduce -15.8% | 2,767 | $2.1M |
| Oak Harvest Investment Services | 0.19% | Add +2.0% | 2,763 | $2.1M |
| Israel Discount Bank of New York | 3.83% | Add +10.7% | 2,760 | $2.1M |
| Broussard Financial Group LLC | 1.66% | Reduce -1.7% | 2,760 | $2.1M |
| Capital Square, LLC | 0.91% | Add +1.2% | 2,723 | $2.1M |
| WoodTrust Financial Corp | 0.24% | New | 2,752 | $2.1M |
| Continental Investors Services, Inc. | 1.61% | Reduce -0.7% | 2,662 | $2.1M |
| Seneca Financial Advisors LLC | 0.53% | Add +0.1% | 2,743 | $2.1M |
| Headinvest, LLC | 0.38% | Reduce -0.0% | 2,743 | $2.1M |
| Voisard Asset Management Group, Inc. | 0.39% | Reduce -1.0% | 2,741 | $2.1M |
| J. Safra Sarasin Holding AG | 0.03% | Add +25.2% | 2,753 | $2.1M |
| Founders Grove Wealth Partners, LLC | 0.41% | Reduce -0.1% | 2,730 | $2.0M |
| Nvest Financial, LLC | 0.65% | Add +56.7% | 2,728 | $2.0M |
| Shade Tree Advisors LLC | 1.19% | Add +0.0% | 2,723 | $2.0M |
| Quent Capital, LLC | 0.13% | Reduce -0.1% | 2,722 | $2.0M |
| Brown Miller Wealth Management, LLC | 0.51% | Reduce -1.7% | 2,691 | $2.0M |
| Northstar Advisory Group, LLC | 0.62% | Reduce -0.2% | 2,679 | $2.0M |
| Kings Path Partners LLC | 0.53% | No change | 2,678 | $2.0M |
| Strive Financial Group ,LLC | 0.87% | Add +30.5% | 2,676 | $2.0M |
| Moss Adams Wealth Advisors LLC | 0.13% | Reduce -6.4% | 2,674 | $2.0M |
| Atticus Wealth Management, LLC | 0.48% | Add +36.2% | 2,674 | $2.0M |
| Stirlingshire Investments, Inc. | 1.48% | Add +26.9% | 2,671 | $2.0M |
| Philadelphia Trust Co. | 0.13% | No change | 2,665 | $2.0M |
| Sheridan Capital Management, LLC | 0.96% | Reduce -1.1% | 2,662 | $2.0M |
| Clear Trail Advisors, LLC | 0.30% | Add +354.5% | 2,659 | $2.0M |
| Clarity Retirement & Wealth, LLC | 1.38% | Reduce -4.6% | 2,658 | $2.0M |
| Geometric Wealth Advisors | 0.21% | No change | 2,654 | $2.0M |
| DDD Partners, LLC | 0.12% | No change | 2,644 | $2.0M |
| Uptown Financial Advisors LLC | 1.44% | Reduce -1.1% | 2,631 | $2.0M |
| Tobias Financial Advisors, Inc. | 0.25% | Reduce -12.6% | 2,630 | $2.0M |
| Family Wealth Partners, LLC | 0.60% | No change | 2,622 | $2.0M |
| Veracity Capital LLC | 0.53% | Add +50.3% | 2,615 | $2.0M |
| Code Waechter LLC | 1.01% | Reduce -1.5% | 2,609 | $2.0M |
| Faithward Advisors, LLC | 0.24% | Add +1.2% | 2,605 | $2.0M |
| Goodwin Investment Advisory | 3.92% | Reduce -8.1% | 2,597 | $1.9M |
| R2 Capital Strategies, LLC | 0.88% | — | 2,596 | $1.9M |
| Excalibur Management Corp. | 0.64% | No change | 2,596 | $1.9M |
| Institute for Wealth Management, LLC. | 0.17% | Reduce -8.3% | 2,593 | $1.9M |
| MBA Advisors LLC | 0.66% | Add +6.0% | 2,590 | $1.9M |
| NCM Capital Management, LLC | 0.60% | Add +9.5% | 2,584 | $1.9M |
| Cura Wealth Advisors, LLC | 0.82% | Reduce -0.1% | 2,577 | $1.9M |
| River Street Advisors LLC | 0.57% | Reduce -0.4% | 2,576 | $1.9M |
| B.O.S.S. Retirement Advisors, LLC | 0.52% | Reduce -43.2% | 2,574 | $1.9M |
| Wealth Advisory Solutions, LLC | 0.40% | Reduce -0.2% | 2,571 | $1.9M |
| Ridgeline Wealth Planning, LLC | 1.22% | Reduce -3.2% | 2,571 | $1.9M |
| ZEGA Investments, LLC | 0.32% | Reduce -11.7% | 2,566 | $1.9M |
| Parthenon LLC | 0.20% | Reduce -4.3% | 2,557 | $1.9M |
| Investment Planning Advisors, Inc. | 0.44% | Add +2.0% | 2,554 | $1.9M |
| Meeder Advisory Services, Inc. | 0.07% | Add +22.8% | 2,553 | $1.9M |
| Saxon Interests, Inc. | 0.53% | Reduce -5.5% | 2,550 | $1.9M |
| Summit Wealth Group, LLC | 0.39% | Reduce -0.6% | 2,545 | $1.9M |
| marrick wealth, LLC | 1.35% | Add +7.6% | 2,544 | $1.9M |
| Frederick Financial Consultants, LLC | 0.81% | Reduce -2.0% | 2,539 | $1.9M |
| Bank of Marin | 1.33% | Reduce -1.0% | 2,537 | $1.9M |
| Pasadena Private Wealth, LLC | 0.24% | Add +8.4% | 2,534 | $1.9M |
| Intergy Private Wealth, LLC | 0.44% | Add +27.3% | 2,530 | $1.9M |
| McGuire Investment Group, LLC | 0.17% | Add +1.6% | 2,527 | $1.9M |
| Bay Capital Advisors, LLC | 1.01% | Reduce -3.1% | 2,520 | $1.9M |
| Proactive Wealth Strategies LLC | 0.30% | Add +5.9% | 2,522 | $1.9M |
| Sageworth Trust Co of South Dakota | 1.16% | No change | 2,519 | $1.9M |
| Kelman-Lazarov, Inc. | 0.25% | Reduce -6.9% | 2,517 | $1.9M |
| Ameriflex Group, Inc. | 0.77% | Add +43.9% | 2,513 | $1.9M |
| Sterling Capital Management LLC | 0.03% | Add +0.1% | 2,506 | $1.9M |
| Rasp Wealth Solutions, LLC | 0.62% | — | 2,504 | $1.9M |
| Outbound Financial Inc | 1.21% | Reduce -2.2% | 2,502 | $1.9M |
| Hudson Oak Wealth Advisory LLC | 1.44% | Reduce -6.6% | 2,497 | $1.9M |
| GLR Partners, LLC | 0.87% | Add +8.2% | 2,496 | $1.9M |
| Mars Jewett Financial Group, Inc. | 0.38% | Add +5.1% | 2,493 | $1.9M |
| Waterfront Wealth Inc. | 0.29% | Reduce -0.5% | 2,452 | $1.9M |
| Trinity Financial Advisors LLC | 0.48% | Add +2.1% | 2,481 | $1.9M |
| Christensen, King & Associates Investment Services, Inc. | 0.74% | No change | 2,481 | $1.9M |
| S&T Bank | 0.56% | Reduce -0.4% | 2,478 | $1.9M |
| Asset Advisors Investment Management, LLC | 0.17% | No change | 2,476 | $1.9M |
| MMBG Investment Advisors Co. | 0.15% | No change | 2,474 | $1.9M |
| Acorn Financial Advisory Services Inc. | 0.25% | Reduce -0.2% | 2,474 | $1.9M |
| Painted Porch Advisors LLC | 0.81% | Add +5.0% | 2,473 | $1.9M |
| Accurate Wealth Management, LLC | 0.18% | Add +4.2% | 2,438 | $1.8M |
| Tanglewood Legacy Advisors, LLC | 0.60% | No change | 2,468 | $1.8M |
| WealthTrust Axiom LLC | 0.41% | Add +8.8% | 2,459 | $1.8M |
| Violich Capital Management, Inc. | 0.20% | Reduce -1.4% | 2,444 | $1.8M |
| Everett Harris & Co. | 0.02% | Add +4.3% | 2,444 | $1.8M |
| Inspirion Wealth Advisors, LLC | 0.21% | Reduce -0.3% | 2,435 | $1.8M |
| Independent Wealth Network Inc. | 0.46% | Add +34.2% | 2,435 | $1.8M |
| Lawood & Co. | 1.24% | No change | 2,435 | $1.8M |
| Cauble & Harre Wealth Management, Inc. | 1.46% | Reduce -1.9% | 2,426 | $1.8M |
| Cabot Wealth Management Inc. | 0.18% | Reduce -16.8% | 2,425 | $1.8M |
| High Probability Advisors, LLC | 0.19% | Add +1.3% | 2,422 | $1.8M |
| Bell Bank | 0.07% | Add +321.3% | 2,418 | $1.8M |
| Sensible Money, LLC | 0.48% | Reduce -4.0% | 2,417 | $1.8M |
| Griffith & Werner, Inc. | 0.85% | Add +492.1% | 2,410 | $1.8M |
| Marble Harbor Investment Counsel, LLC | 0.18% | Add +27.7% | 2,410 | $1.8M |
| Holistic Financial Partners | 1.10% | Reduce -29.9% | 2,406 | $1.8M |
| Next Level Wealth Planning, LLC | 0.79% | Add +3.9% | 2,406 | $1.8M |
| Warner Group LLC | 0.44% | Add +100.2% | 2,402 | $1.8M |
| Birchwood Financial Partners, Inc. | 1.47% | Add +0.4% | 2,397 | $1.8M |
| Clientfirst Wealth Management, LLC | 1.47% | No change | 2,391 | $1.8M |
| Insight Wealth Strategies, LLC | 0.17% | Add +42.1% | 2,381 | $1.8M |
| Family Office Research LLC | 0.67% | Reduce -3.0% | 2,380 | $1.8M |
| Hickory Point Bank & Trust | 1.08% | Reduce -3.3% | 2,379 | $1.8M |
| Capital Management Associates, Inc | 0.36% | Reduce -0.5% | 2,374 | $1.8M |
| Cozad Asset Management Inc. | 0.11% | Add +2.5% | 2,365 | $1.8M |
| Beto Financial Group, LLC | 0.93% | Reduce -6.1% | 2,372 | $1.8M |
| Carl P. Sherr & Co., LLC | 0.74% | Reduce -1.1% | 2,360 | $1.8M |
| True North Advisors, LLC | 0.17% | Reduce -47.5% | 2,360 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.64% | Reduce -0.1% | 2,358 | $1.8M |
| Powers Advisory Group, LLC | 0.55% | Reduce -3.4% | 2,349 | $1.8M |
| Pitti Group Wealth Management, LLC | 1.28% | Reduce -1.2% | 2,348 | $1.8M |
| Cora Capital Advisors LLC | 0.49% | No change | 2,341 | $1.8M |
| Accretive Wealth Partners, LLC | 0.43% | Reduce -4.9% | 2,339 | $1.8M |
| Octavia Wealth Advisors, LLC | 0.15% | Reduce -32.5% | 2,335 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.22% | Add +7.0% | 2,324 | $1.7M |
| Fortitude Advisory Group L.L.C. | 0.66% | Reduce -3.9% | 2,323 | $1.7M |
| Strategic Investment Solutions, Inc. | 0.40% | Add +1.8% | 2,321 | $1.7M |
| Denver Wealth Management, Inc. | 0.50% | Add +1.4% | 2,322 | $1.7M |
| 55 North Private Wealth, LLC | 0.34% | Reduce -0.6% | 2,320 | $1.7M |
| Destiny Wealth Partners, LLC | 0.25% | Reduce -15.5% | 2,315 | $1.7M |
| Corrado Advisors, LLC | 0.80% | Add +0.2% | 2,312 | $1.7M |
| Global View Capital Management LLC | 0.36% | Add +28.7% | 2,309 | $1.7M |
| Arthur M. Cohen & Associates, LLC | 0.27% | Add +0.2% | 2,303 | $1.7M |
| Southeast Asset Advisors, LLC | 0.18% | No change | 2,302 | $1.7M |
| KLCM Advisors, Inc. | 0.14% | No change | 2,294 | $1.7M |
| BTG Pactual Asset Management US LLC | 0.13% | Add +181.2% | 2,292 | $1.7M |
| Ehrlich Financial Group | 0.88% | Reduce -3.4% | 2,288 | $1.7M |
| Cortland Associates Inc. | 0.25% | Reduce -0.8% | 2,287 | $1.7M |
| Coastal Bridge Advisors, LLC | 0.11% | Reduce -8.2% | 2,284 | $1.7M |
| Canopy Partners, LLC | 0.51% | No change | 2,282 | $1.7M |
| Cerity Partners Retirement Plan Advisors LLC | 0.71% | New | 2,271 | $1.7M |
| SkyOak Wealth, LLC | 0.28% | Reduce -2.1% | 2,271 | $1.7M |
| Range Financial Group LLC | 0.46% | Reduce -8.7% | 2,267 | $1.7M |
| Second Line Capital, LLC | 0.32% | Reduce -4.6% | 2,263 | $1.7M |
| LMG Wealth Partners, LLC | 0.27% | Add +72.7% | 2,260 | $1.7M |
| Spinnaker Trust | 0.08% | No change | 2,257 | $1.7M |
| HFG Advisors, Inc. | 1.05% | Reduce -0.6% | 2,246 | $1.7M |
| Reinhart Partners, Llc. | 0.04% | No change | 2,245 | $1.7M |
| LCNB Corp. | 0.52% | Reduce -2.0% | 2,243 | $1.7M |
| Brown Financial Advisory | 0.70% | Reduce -1.7% | 2,236 | $1.7M |
| Haverford Financial Services, Inc. | 0.49% | No change | 2,232 | $1.7M |
| Lakewood Asset Management LLC | 0.91% | Reduce -4.0% | 2,221 | $1.7M |
| Wills Financial Group LLC | 0.60% | Reduce -1.1% | 2,219 | $1.7M |
| Principle Wealth Partners LLC | 0.08% | Add +4.9% | 2,217 | $1.7M |
| Smithbridge Asset Management Inc. | 0.23% | Reduce -79.8% | 2,216 | $1.7M |
| E&G Advisors, LLC | 0.32% | Reduce -4.7% | 2,215 | $1.7M |
| West Wealth Group, LLC | 0.27% | Add +3.3% | 2,206 | $1.7M |
| TOP Private Wealth LLC. | 1.58% | — | 2,205 | $1.7M |
| Arbor Investment Advisors, LLC | 0.19% | No change | 2,205 | $1.7M |
| Whipplewood Advisors, LLC | 1.11% | Reduce -4.3% | 2,197 | $1.6M |
| Castellan Group | 0.18% | New | 2,196 | $1.6M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.26% | Add +8.1% | 2,193 | $1.6M |
| TruNorth Capital Management, LLC | 0.26% | No change | 2,190 | $1.6M |
| White Knight Strategic Wealth Advisors, LLC | 1.15% | Add +311.7% | 2,186 | $1.6M |
| Randolph Co Inc | 0.14% | Add +1.0% | 2,183 | $1.6M |
| MBL Wealth, LLC | 0.11% | Add +1.7% | 2,182 | $1.6M |
| Rollins Financial Advisors, LLC | 0.22% | Reduce -0.1% | 2,180 | $1.6M |
| Athena Investment Management | 0.97% | Reduce -5.5% | 2,180 | $1.6M |
| Altfest L J & Co. Inc. | 0.16% | Add +2.6% | 2,179 | $1.6M |
| Victory Financial Group, LLC | 0.17% | Add +58.1% | 2,179 | $1.6M |
| Capital Squared Financial LLC | 1.06% | Reduce -0.4% | 2,174 | $1.6M |
| Jim Saulnier & Associates, LLC | 0.65% | Add +12.5% | 2,166 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.10% | Add +1.9% | 2,155 | $1.6M |
| Indie Asset Partners, LLC | 1.54% | Add +6.5% | 2,152 | $1.6M |
| McClarren Financial Advisors, Inc. | 0.83% | Add +4.1% | 2,150 | $1.6M |
| Traub Capital Management LLC | 1.44% | Reduce -0.9% | 2,150 | $1.6M |
| Pekin Hardy Strauss, Inc. | 0.14% | Reduce -6.5% | 2,147 | $1.6M |
| Rothschild Investment LLC | 0.06% | No change | 2,143 | $1.6M |
| Hunter Perkins Capital Management, LLC | 0.36% | No change | 2,140 | $1.6M |
| Vista Capital Partners, Inc. | 0.14% | Reduce -9.8% | 2,135 | $1.6M |
| Retirement Planning Group, LLC / NY | 0.87% | Reduce -32.0% | 2,135 | $1.6M |
| FMB Wealth Management | 0.59% | No change | 2,128 | $1.6M |
| A&I Financial Services, LLC | 0.69% | Reduce -0.7% | 2,117 | $1.6M |
| Vigilare Wealth Management | 0.49% | Reduce -17.4% | 2,116 | $1.6M |
| Vista Investment Management | 0.48% | Reduce -0.1% | 2,115 | $1.6M |
| Black Swift Group, LLC | 0.23% | Reduce -0.6% | 2,108 | $1.6M |
| Independent Investors Inc. | 0.30% | No change | 2,106 | $1.6M |
| SmartHarvest Portfolios, LLC | 0.51% | Add +3.0% | 2,106 | $1.6M |
| Mendel Capital Management LLC | 0.71% | Add +0.1% | 2,102 | $1.6M |
| Financial Advisors Network, Inc. | 0.19% | Add +0.3% | 2,101 | $1.6M |
| Horizon Wealth Management, LLC | 0.20% | Add +20.9% | 2,101 | $1.6M |
| Yarbrough Capital, LLC | 0.05% | No change | 2,098 | $1.6M |
| Center for Financial Planning, Inc. | 0.15% | No change | 2,089 | $1.6M |
| Autumn Glory Partners, LLC | 0.44% | Reduce -4.1% | 2,089 | $1.6M |
| Crown Wealth Group, LLC | 0.40% | Add +5.9% | 2,089 | $1.6M |
| Miller Capital Partners, Inc. | 0.61% | No change | 2,081 | $1.6M |
| KG Capital Management | 0.92% | Reduce -6.9% | 2,074 | $1.6M |
| Valtrion Capital Management, LLC | 1.15% | Add +31.2% | 2,071 | $1.6M |
| Legacy Financial Group, Inc. | 0.36% | No change | 2,069 | $1.5M |
| Compass Capital Corp. /Ma/ | 0.50% | Add +0.1% | 1,989 | $1.5M |
| Harvest Investment Services, LLC | 0.24% | Reduce -1.8% | 2,059 | $1.5M |
| 71 West Capital Partners | 0.05% | Reduce -7.8% | 2,055 | $1.5M |
| Kirtland Hills Capital Management, LLC | 0.44% | Add +179.6% | 2,055 | $1.5M |
| Wallace Advisory Group, LLC | 1.45% | Reduce -1.4% | 2,052 | $1.5M |
| Midwest Heritage Bank, FSB | 0.44% | Reduce -2.4% | 2,051 | $1.5M |
| Financial Network Wealth Advisors LLC | 1.56% | Add +7.1% | 2,047 | $1.5M |
| Dickmeyer Boyce Financial Management, Inc. | 0.79% | Add +9.7% | 2,045 | $1.5M |
| Cannell & Spears LLC | 0.03% | Reduce -0.4% | 2,043 | $1.5M |
| Peninsula Asset Management Inc. | 0.73% | Reduce -7.7% | 2,042 | $1.5M |
| Paladin Wealth, LLC | 0.89% | Add +14.9% | 2,039 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.17% | Reduce -49.0% | 2,039 | $1.5M |
| Means Investment Co., Inc. | 0.12% | Add +0.5% | 2,039 | $1.5M |
| ABLE Financial Group, LLC | 0.26% | No change | 2,036 | $1.5M |
| Roehl & Yi Investment Advisors, LLC | 0.50% | Add +467030.7% | 1,522,846 | $1.5M |
| 17 Capital Partners, LLC | 0.69% | Add +3.5% | 2,028 | $1.5M |
| Accel Wealth Management | 0.34% | No change | 2,022 | $1.5M |
| Cannon Wealth Management Services, LLC | 0.83% | Reduce -1.1% | 2,019 | $1.5M |
| McLean Asset Management Corp | 0.20% | Add +11.4% | 2,008 | $1.5M |
| Focused Wealth Management, Inc | 0.13% | Add +1.7% | 2,010 | $1.5M |
| 10Elms LLP | 0.67% | Add +13.7% | 2,009 | $1.5M |
| Bci Securities, Inc. | 12.96% | Add +5.1% | 2,009 | $1.5M |
| Lavelle Capital LP | 0.76% | No change | 2,000 | $1.5M |
| MADDEN SECURITIES Corp | 0.42% | No change | 2,000 | $1.5M |
| Register Financial Advisors LLC | 0.46% | Add +0.4% | 1,999 | $1.5M |
| Balboa Wealth Partners | 0.20% | Add +2.0% | 1,997 | $1.5M |
| GatePass Capital, LLC | 0.58% | Add +68.8% | 1,994 | $1.5M |
| Foster & Motley Inc. | 0.07% | Add +6.5% | 1,994 | $1.5M |
| Cowa, LLC | 0.40% | Add +9.3% | 1,983 | $1.5M |
| Ervin Investment Management, LLC | 0.80% | Reduce -6.7% | 1,978 | $1.5M |
| LexAurum Advisors, LLC | 0.17% | Add +0.5% | 1,978 | $1.5M |
| Prentiss Smith & Co. Inc. | 0.81% | No change | 1,977 | $1.5M |
| J.Safra Asset Management Corp | 0.07% | Add +11.6% | 1,976 | $1.5M |
| Patton Fund Management, Inc. | 0.32% | New | 1,974 | $1.5M |
| Blue Line Capital, LLC / IL | 1.28% | Add +8.8% | 1,974 | $1.5M |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.19% | Add +128.9% | 1,969 | $1.5M |
| Ardent Capital Management, Inc. | 0.61% | No change | 1,966 | $1.5M |
| Quantum Financial Partners LLC | 0.75% | — | 1,962 | $1.5M |
| Wingate Wealth Advisors, Inc. | 0.65% | Add +0.3% | 1,961 | $1.5M |
| Avalon Trust Co | 0.09% | No change | 1,961 | $1.5M |
| Connable Office Inc. | 0.13% | Add +7.7% | 1,959 | $1.5M |
| Financial Insights, Inc. | 0.40% | Add +4.3% | 1,956 | $1.5M |
| Cornerstone Wealth, LLC | 0.74% | Add +1.3% | 1,929 | $1.5M |
| Birchcreek Wealth Management, LLC | 0.57% | Reduce -3.6% | 1,952 | $1.5M |
| Provident Co of the Employees of the Hebrew University LTD | 1.11% | New | 1,944 | $1.5M |
| Woodside Wealth Management LLC | 1.01% | Add +0.5% | 1,944 | $1.5M |
| Hamilton Capital, LLC | 0.07% | Reduce -13.0% | 1,943 | $1.5M |
| Fort Sheridan Advisors LLC | 0.16% | No change | 1,942 | $1.5M |
| Elite Financial, Inc. | 0.59% | Add +0.7% | 1,941 | $1.5M |
| Advocacy Wealth Management, LLC | 0.05% | Add +6.4% | 1,938 | $1.5M |
| Sara-Bay Financial | 0.39% | Add +2.5% | 1,938 | $1.5M |
| Rock Point Advisors, LLC | 0.35% | Reduce -3.5% | 1,936 | $1.4M |
| Roberts Wealth Advisors, LLC | 0.33% | Reduce -4.5% | 1,935 | $1.4M |
| Strata Wealth Advisors, LLC | 0.35% | Reduce -6.7% | 1,932 | $1.4M |
| Intellus Advisors LLC | 0.18% | No change | 1,928 | $1.4M |
| Farmers National Bank | 0.30% | Reduce -6.9% | 1,924 | $1.4M |
| Adelphi Trust Co | 0.95% | No change | 1,916 | $1.4M |
| Northwest Financial Advisors | 0.19% | Reduce -0.1% | 1,915 | $1.4M |
| Marion Wealth Management | 0.29% | Reduce -4.2% | 1,915 | $1.4M |
| Crew Capital Management, Ltd | 0.78% | Reduce -5.2% | 1,912 | $1.4M |
| Ballast, Inc. | 0.27% | Reduce -0.8% | 1,905 | $1.4M |
| Affinity Wealth Management LLC | 0.18% | Reduce -0.1% | 1,904 | $1.4M |
| CMH Wealth Management LLC | 0.22% | Add +7.0% | 1,900 | $1.4M |
| Rather & Kittrell, Inc. | 0.20% | No change | 1,897 | $1.4M |
| TrustBank | 0.48% | Add +1.6% | 1,894 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.09% | Add +1.9% | 1,893 | $1.4M |
| Morangie Management LLC | 1.18% | Reduce -0.2% | 1,891 | $1.4M |
| Sacks & Associates, LLC | 0.95% | Reduce -8.1% | 1,883 | $1.4M |
| Sierra Ocean, LLC | 0.98% | Reduce -3.4% | 1,883 | $1.4M |
| Planned Solutions, Inc. | 0.40% | Add +0.1% | 1,876 | $1.4M |
| Princeton Capital Management LLC | 0.32% | No change | 1,874 | $1.4M |
| Ballast Advisors LLC | 0.33% | Reduce -27.0% | 1,874 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.35% | No change | 1,873 | $1.4M |
| BFI Infinity Ltd. | 0.67% | No change | 1,868 | $1.4M |
| GEN Financial Management, INC. | 0.84% | No change | 1,868 | $1.4M |
| Northwest Wealth Management, LLC | 0.18% | Add +8.1% | 1,867 | $1.4M |
| Chicago Wealth Management, Inc. | 0.50% | No change | 1,866 | $1.4M |
| Sharp Wealth Advisory, LLC | 0.64% | Add +60.2% | 1,857 | $1.4M |
| TrueWealth Advisors, LLC | 0.31% | Add +26.1% | 1,856 | $1.4M |
| BCS Wealth Management | 0.25% | No change | 1,854 | $1.4M |
| Vertrix Wealth Management, LLC | 0.47% | Add +122.5% | 1,853 | $1.4M |
| Beutel, Goodman & Co Ltd. | 0.01% | No change | 1,849 | $1.4M |
| Peck Wealth Management, LLC | 1.16% | Reduce -0.3% | 1,841 | $1.4M |
| Summit Global Investments | 0.08% | Reduce -3.3% | 1,840 | $1.4M |
| Brooklyn FI, LLC | 0.25% | Add +0.2% | 1,821 | $1.4M |
| GKV Capital Management Co., Inc. | 0.44% | Add +7.2% | 1,824 | $1.4M |
| Rockbridge Investment Management, LCC | 0.11% | Reduce -0.1% | 1,817 | $1.4M |
| Van Diest Capital, LLC | 1.22% | Reduce -7.5% | 1,817 | $1.4M |
| Main Street Research LLC | 0.06% | Reduce -29.1% | 1,810 | $1.4M |
| Frisch Financial Group, Inc. | 0.23% | Reduce -26.6% | 1,805 | $1.4M |
| JM2 Capital Inc. | 0.93% | No change | 1,801 | $1.3M |
| Fayez Sarofim & Co | 0.00% | Reduce -6.4% | 1,797 | $1.3M |
| Centerpoint Advisory Group | 0.85% | Reduce -4.9% | 1,793 | $1.3M |
| Opal Wealth Advisors, LLC | 0.29% | Add +40.6% | 1,791 | $1.3M |
| Elevation Wealth Management LLC | 1.00% | Add +37.3% | 1,788 | $1.3M |
| VCI Wealth Management LLC | 0.34% | Add +15.7% | 1,788 | $1.3M |
| Tanager Wealth Management LLP | 0.12% | No change | 1,788 | $1.3M |
| SwitchPoint Financial Planning, LLC | 0.77% | No change | 1,785 | $1.3M |
| Newman Dignan & Sheerar, Inc. | 0.26% | No change | 1,783 | $1.3M |
| Worth Asset Management, LLC | 0.43% | No change | 1,783 | $1.3M |
| Keener Financial Planning LLC | 0.48% | Add +2.7% | 1,781 | $1.3M |
| Smart Money Group LLC | 0.34% | Reduce -1.8% | 1,778 | $1.3M |
| Citizens Business Bank | 0.20% | No change | 1,776 | $1.3M |
| Portland Financial Advisors Inc | 2.42% | No change | 1,774 | $1.3M |
| Brookmont Capital Management | 0.71% | Add +2.3% | 1,774 | $1.3M |
| Silicon Valley Capital Partners | 0.11% | Reduce -1.7% | 1,774 | $1.3M |
| Orcam Financial Group | 0.65% | Add +204.3% | 1,771 | $1.3M |
| Redwood Financial Network Corp | 0.74% | Add +3.2% | 1,771 | $1.3M |
| Aventus Investment Advisors, Inc. | 0.97% | No change | 1,768 | $1.3M |
| McRae Capital Management Inc. | 0.26% | Add +6.3% | 1,766 | $1.3M |
| D'Orazio & Associates, Inc. | 0.15% | Add +13.4% | 1,765 | $1.3M |
| Councilor Wealth, LLC | 0.53% | Add +0.1% | 1,762 | $1.3M |
| Hardin Capital Partners, LLC | 0.61% | Reduce -30.1% | 1,754 | $1.3M |
| J. Derek Lewis & Associates Inc. | 0.25% | Add +24.3% | 1,755 | $1.3M |
| Calton & Associates, Inc. | 0.19% | Reduce -32.3% | 1,754 | $1.3M |
| Avion Wealth | 0.24% | Add +16.7% | 1,752 | $1.3M |
| Storgate, LLC | 0.27% | New | 1,751 | $1.3M |
| Ryan Investment Management, Inc. | 0.59% | Add +125.0% | 1,748 | $1.3M |
| Red Reef Advisors LLC | 1.21% | Reduce -3.8% | 1,746 | $1.3M |
| Sightline Wealth Advisors, LLC | 0.48% | Add +0.2% | 1,740 | $1.3M |
| Jackson Wealth Management, LLC | 0.77% | Reduce -95.1% | 1,736 | $1.3M |
| Crux Wealth Advisors | 0.45% | Add +0.3% | 1,732 | $1.3M |
| LMCG Investments, LLC | 0.07% | No change | 1,730 | $1.3M |
| Poinciana Advisors Group, LLC | 0.96% | Reduce -5.0% | 1,642 | $1.3M |
| Three Bearings Fiduciary Advisors, Inc. | 1.16% | Reduce -9.8% | 1,729 | $1.3M |
| Walleye Trading LLC | 0.02% | Reduce -59.7% | 1,726 | $1.3M |
| Atwood & Palmer Inc. | 0.07% | No change | 1,725 | $1.3M |
| Juno Financial Group LLC | 0.46% | Add +0.2% | 1,724 | $1.3M |
| Aspen Wealth Management LLC | 0.22% | No change | 1,724 | $1.3M |
| Garrison Bradford & Associates Inc. | 1.40% | Reduce -5.5% | 1,725 | $1.3M |
| Addison Advisors LLC | 0.61% | Add +24.8% | 1,716 | $1.3M |
| Everest Private Wealth | 0.48% | No change | 1,716 | $1.3M |
| Agate Pass Investment Management, LLC | 0.47% | Add +2.9% | 1,714 | $1.3M |
| 180 Wealth Advisors, LLC | 0.13% | Add +11.8% | 1,710 | $1.3M |
| Sincerus Advisory, LLC | 0.87% | Reduce -3.1% | 1,710 | $1.3M |
| Atlas Private Wealth Advisors | 0.28% | Add +2.2% | 1,706 | $1.3M |
| Sage Capital Management, LLC | 0.50% | Add +0.1% | 1,705 | $1.3M |
| Novus Advisors, LLC | 2.66% | Reduce -13.4% | 1,702 | $1.3M |
| Bill Few Associates, Inc. | 0.27% | Reduce -0.3% | 1,702 | $1.3M |
| Strategic Financial Services, Inc. | 0.06% | No change | 1,702 | $1.3M |
| Xena Financial Planning, LLC | 1.22% | Add +207.0% | 1,701 | $1.3M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.24% | Add +6.8% | 1,698 | $1.3M |
| Timber Creek Capital Management LLC | 0.26% | No change | 1,698 | $1.3M |
| Key Capital Management, INC | 0.65% | Add +3.2% | 1,696 | $1.3M |
| North Point Portfolio Managers Corp. | 0.21% | No change | 1,695 | $1.3M |
| Team Financial Group, LLC | 0.54% | Add +17.1% | 1,695 | $1.3M |
| Regency Capital Management Inc.\DE | 0.50% | No change | 1,692 | $1.3M |
| Stone Wealth Partners | 0.92% | Reduce -0.8% | 1,674 | $1.3M |
| Clarity Financial LLC | 0.11% | Reduce -3.7% | 1,686 | $1.3M |
| Rockport Wealth LLC | 0.21% | No change | 1,682 | $1.3M |
| Life Planning Partners, Inc | 0.94% | Reduce -7.9% | 1,681 | $1.3M |
| Aspiring Ventures, LLC | 0.33% | Add +22.2% | 1,681 | $1.3M |
| Selby Wealth Management, LLC | 0.45% | Add +0.2% | 1,678 | $1.3M |
| Fiduciary Management Inc. | 0.02% | New | 1,678 | $1.3M |
| Montz Harcus Wealth Management LLC | 0.45% | Add +0.1% | 1,675 | $1.3M |
| Financial Planning Navigators CORP | 0.47% | Reduce -0.1% | 1,673 | $1.3M |
| Balanced Wealth Group LLC | 0.40% | Add +0.2% | 1,669 | $1.3M |
| Steelhead Wealth Management LLC | 0.50% | Reduce -13.6% | 1,670 | $1.3M |
| Independent Family Office, LLC | 0.50% | Add +6.4% | 1,668 | $1.2M |
| Prosperity Planning, Inc. | 0.40% | Add +20.9% | 1,648 | $1.2M |
| Gerber, LLC | 0.58% | Reduce -2.3% | 1,646 | $1.2M |
| McHugh Group, LLC | 0.64% | No change | 1,645 | $1.2M |
| Mitchell McLeod Pugh & Williams Inc. | 0.15% | Add +11.6% | 1,641 | $1.2M |
| Correct Capital Wealth Management | 0.21% | Reduce -0.3% | 1,641 | $1.2M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +45.0% | 1,639 | $1.2M |
| Align Financial, LLC | 0.61% | No change | 1,635 | $1.2M |
| Beck Capital Management, LLC | 0.23% | Add +0.7% | 1,634 | $1.2M |
| Charter Capital Management, LLC\DE | 0.54% | Reduce -4.9% | 1,632 | $1.2M |
| Barlow Wealth Partners, LLC | 0.13% | No change | 1,630 | $1.2M |
| Aureum Wealth Management, LLC | 0.76% | Reduce -0.9% | 1,629 | $1.2M |
| Provenance Wealth Advisors, LLC | 0.12% | No change | 1,624 | $1.2M |
| SLT Holdings LLC | 0.77% | Reduce -20.4% | 1,618 | $1.2M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -1.2% | 1,614 | $1.2M |
| Teamwork Financial Advisors, LLC | 0.11% | Reduce -36.6% | 1,613 | $1.2M |
| Arrowroot Family Office, LLC | 0.35% | Add +25.3% | 1,612 | $1.2M |
| Marshall Financial Group, LLC | 0.18% | Add +190.8% | 1,611 | $1.2M |
| Bitterroot Capital Advisors LLC | 0.73% | Add +0.2% | 1,611 | $1.2M |
| Taylor Securities Services, Inc. | 0.49% | Reduce -12.6% | 1,610 | $1.2M |
| Revisor Wealth Management LLC | 0.29% | Add +36.0% | 1,607 | $1.2M |
| Seascape Capital Management | 0.29% | Add +0.1% | 1,606 | $1.2M |
| Ascentis Wealth Management, LLC | 0.20% | Add +5.2% | 1,601 | $1.2M |
| PW Nova Financial Services LLC | 0.26% | Add +0.6% | 1,601 | $1.2M |
| Jordan Park Group LLC | 0.06% | Add +38.4% | 1,601 | $1.2M |
| Martin & Co. Inc. | 0.19% | Add +31.3% | 1,598 | $1.2M |
| Marks Group Wealth Management, Inc | 0.10% | No change | 1,598 | $1.2M |
| Hillman Capital Management, Inc. | 0.86% | Add +27.1% | 1,589 | $1.2M |
| Alpha Zero LLC | 0.45% | Add +64.8% | 1,577 | $1.2M |
| 46 Peaks LLC | 0.75% | No change | 1,588 | $1.2M |
| Argentarii, LLC | 0.36% | No change | 1,522 | $1.2M |
| Muirfield Wealth Advisors LLC | 0.77% | Add +6.6% | 1,571 | $1.2M |
| Magnolia Private Wealth, LLC | 0.65% | Reduce -36.8% | 1,570 | $1.2M |
| Elevated Capital Advisors, LLC | 0.32% | Reduce -38.5% | 1,570 | $1.2M |
| FWL Investment Management, LLC | 0.22% | Reduce -1.9% | 1,568 | $1.2M |
| Colorado Capital Management, Inc. | 0.40% | Add +6.1% | 1,557 | $1.2M |
| SP Asset Management LLC | 0.09% | Add +0.2% | 1,557 | $1.2M |
| Chris Bulman Inc | 0.43% | Add +92.8% | 1,556 | $1.2M |
| Ceeto Capital Group, LLC | 0.32% | No change | 1,556 | $1.2M |
| Ramirez Asset Management, Inc. | 0.12% | No change | 1,555 | $1.2M |
| Merkkuri Wealth Advisors LLC | 0.72% | Reduce -2.4% | 1,554 | $1.2M |
| Capital City Trust Co. | 0.24% | Add +7.0% | 1,547 | $1.2M |
| William Mack & Associates, Inc. | 0.40% | Add +25.0% | 1,533 | $1.1M |
| Colter Lewis Investment Partners LLC | 0.51% | No change | 1,529 | $1.1M |
| Objectivity Squared, LLC | 0.64% | Add +0.1% | 1,527 | $1.1M |
| Karani Asset Management LLC | 0.83% | No change | 1,527 | $1.1M |
| CV Advisors LLC | 0.22% | Add +121.8% | 1,524 | $1.1M |
| Lake Hills Wealth Management, LLC | 0.52% | No change | 1,520 | $1.1M |
| Wealth Advisors of Tampa Bay, LLC | 0.35% | No change | 1,520 | $1.1M |
| Tandem Capital Management Corp. | 0.48% | Add +14.5% | 1,518 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.32% | Add +0.1% | 1,518 | $1.1M |
| Copia Wealth Management | 0.68% | Reduce -0.8% | 1,517 | $1.1M |
| Reik & Co., LLC | 0.30% | No change | 1,516 | $1.1M |
| Flagship Wealth Advisors, LLC | 0.25% | Reduce -1.4% | 1,516 | $1.1M |
| Vilga Financial Planning LLC | 0.86% | Add +0.2% | 1,515 | $1.1M |
| Piedmont Capital Management, LLC | 0.57% | Add +22.6% | 1,509 | $1.1M |
| Meritas Wealth Management, LLC | 0.44% | No change | 1,510 | $1.1M |
| Planning Center, Inc. | 0.11% | No change | 1,501 | $1.1M |
| Kondo Wealth Advisors, Inc. | 0.38% | Add +0.2% | 1,499 | $1.1M |
| RMR Capital Management, LLC | 0.77% | No change | 1,498 | $1.1M |
| Thryve Wealth Management LLC | 0.63% | Add +5.0% | 1,497 | $1.1M |
| Portfolio Strategies, Inc. | 0.11% | Add +0.7% | 1,495 | $1.1M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.53% | Reduce -42.0% | 1,494 | $1.1M |
| Nicollet Investment Management, Inc. | 0.34% | Add +0.3% | 1,489 | $1.1M |
| Towneley Capital Management, Inc / DE | 0.22% | Reduce -0.4% | 1,488 | $1.1M |
| Manuka Financial, LLC | 0.58% | Add +38.2% | 1,486 | $1.1M |
| Dodds Wealth, LLC | 0.25% | Reduce -4.7% | 1,485 | $1.1M |
| Capstone Wealth Management Group, LLC | 0.39% | Add +0.1% | 1,484 | $1.1M |
| MN Wealth Advisors, LLC | 0.47% | Add +0.8% | 1,483 | $1.1M |
| Navellier & Associates Inc. | 0.09% | No change | 1,480 | $1.1M |
| GK Wealth Management LLC | 0.67% | Reduce -94.0% | 1,479 | $1.1M |
| Bouchey Financial Group, Ltd. | 0.07% | No change | 1,476 | $1.1M |
| Cerro Pacific Wealth Advisors LLC | 0.25% | Reduce -48.7% | 1,471 | $1.1M |
| Spartan Planning & Wealth Management | 0.73% | Add +21.6% | 1,470 | $1.1M |
| DDFG, Inc | 0.22% | Reduce -2.8% | 1,468 | $1.1M |
| DSG Capital Advisors, LLC | 0.16% | Reduce -0.3% | 1,453 | $1.1M |
| Asset Allocation Strategies LLC | 0.17% | Reduce -2.5% | 1,463 | $1.1M |
| GLOBALT Investments LLC / GA | 0.04% | No change | 1,461 | $1.1M |
| Redmond Asset Management, LLC | 0.27% | Reduce -9.7% | 1,460 | $1.1M |
| WT Wealth Management | 0.30% | Reduce -0.5% | 1,458 | $1.1M |
| Tenon Financial LLC | 0.35% | Add +10.0% | 1,457 | $1.1M |
| Peak Retirement Planning, Inc. | 0.17% | Add +4.2% | 1,455 | $1.1M |
| Pathway Financial Advisors LLC | 0.13% | No change | 1,456 | $1.1M |
| Essential Investment Partners LLC | 0.87% | Add +0.7% | 1,452 | $1.1M |
| Gutierrez Wealth Advisory, LLC | 0.63% | Add +1.4% | 1,451 | $1.1M |
| Fairview Capital Investment Management, LLC | 0.06% | Add +22.0% | 1,447 | $1.1M |
| Green Ridge Wealth Planning LLC | 0.46% | No change | 1,447 | $1.1M |
| Convergence Financial, LLC | 0.09% | Add +11.6% | 1,446 | $1.1M |
| Johnson Bixby & Associates, LLC | 0.12% | Add +6.3% | 1,445 | $1.1M |
| Waystone Advisors LLC | 0.81% | Add +65.9% | 1,443 | $1.1M |
| Keating Financial Advisory Services, Inc. | 0.14% | Add +4.3% | 1,438 | $1.1M |
| Tucker Asset Management LLC | 0.27% | Add +10.7% | 1,434 | $1.1M |
| Investment Research & Advisory Group, Inc. | 0.33% | Add +2.7% | 1,433 | $1.1M |
| Legacy Solutions, LLC | 0.87% | Add +32.5% | 1,431 | $1.1M |
| United Bank | 0.33% | Reduce -0.1% | 1,428 | $1.1M |
| InvesTrust | 0.41% | Reduce -0.8% | 1,428 | $1.1M |
| Tsfg, LLC | 0.13% | Add +12.9% | 1,424 | $1.1M |
| Mutual of America Capital Management LLC | 0.01% | New | 1,423 | $1.1M |
| Natural Investments, LLC | 0.23% | Add +206.0% | 1,420 | $1.1M |
| Hexagon Capital Partners LLC | 0.15% | Reduce -6.3% | 1,418 | $1.1M |
| Partners in Financial Planning | 0.16% | No change | 1,417 | $1.1M |
| Safeguard Investment Advisory Group, LLC | 0.24% | Add +2.1% | 1,416 | $1.1M |
| Ifrah Financial Services, Inc. | 0.26% | Reduce -2.1% | 1,415 | $1.1M |
| Fiduciary Financial Group, LLC | 0.12% | Reduce -6.7% | 1,413 | $1.1M |
| Bennett Selby Investments LP | 0.34% | No change | 1,408 | $1.1M |
| FourThought Financial Partners, LLC | 0.08% | Add +10.2% | 1,405 | $1.1M |
| Hunter Associates Investment Management LLC | 0.12% | Add +36.4% | 1,403 | $1.1M |
| Florida Financial Advisors, LLC | 0.18% | Reduce -6.7% | 1,403 | $1.1M |
| Staley Capital Advisers Inc. | 0.04% | No change | 1,403 | $1.1M |
| Hudson Capital Management LLC | 0.26% | Add +8.0% | 1,402 | $1.1M |
| Chatham Capital Group, Inc. | 0.13% | No change | 1,402 | $1.0M |
| Ignite Planners, LLC | 0.14% | Add +8.7% | 1,400 | $1.0M |
| ProVise Management Group, LLC | 0.07% | Reduce -0.4% | 1,399 | $1.0M |
| Prosperity Financial Group, Inc. | 0.32% | Add +12.7% | 1,398 | $1.0M |
| NBZ Investment Advisors LLC | 0.41% | No change | 1,397 | $1.0M |
| Matauro, LLC | 0.14% | Add +15.9% | 1,395 | $1.0M |
| Cullen Investment Group, LTD. | 0.13% | Add +3.3% | 1,394 | $1.0M |
| USAdvisors Wealth Management, LLC | 0.30% | Add +4.3% | 1,393 | $1.0M |
| First Pacific Financial | 0.12% | Add +7.5% | 1,391 | $1.0M |
| Gibson Capital, LLC | 0.17% | No change | 1,391 | $1.0M |
| Summit Investment Advisory Services, LLC | 0.26% | Add +0.1% | 1,386 | $1.0M |
| River's Edge Wealth Management, LLC | 0.91% | Reduce -1.9% | 1,367 | $1.0M |
| Prepared Retirement Institute LLC | 0.44% | Reduce -0.7% | 1,384 | $1.0M |
| TrinityBridge Ltd | 0.03% | Reduce -10.7% | 1,382 | $1.0M |
| Bradyco, Inc. | 1.18% | No change | 1,379 | $1.0M |
| Chemistry Wealth Management LLC | 0.17% | Reduce -0.1% | 1,378 | $1.0M |
| Monte Financial Group, LLC | 0.33% | Add +5.1% | 1,375 | $1.0M |
| Washington Trust Advisors, Inc. | 0.08% | Add +0.7% | 1,378 | $1.0M |
| Aries Wealth Management | 0.20% | Add +38.8% | 1,377 | $1.0M |
| Bensler, LLC | 0.09% | Reduce -0.2% | 1,376 | $1.0M |
| MeadowBrook Investment Advisors LLC | 0.83% | No change | 1,374 | $1.0M |
| Penney Financial, LLC | 0.36% | No change | 1,374 | $1.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.25% | Add +0.1% | 1,373 | $1.0M |
| Hall Laurie J Trustee | 0.32% | No change | 1,369 | $1.0M |
| Monument Capital Management | 0.21% | New | 1,369 | $1.0M |
| ARS Wealth Advisors Group, LLC | 0.08% | Add +2.9% | 1,364 | $1.0M |
| Value Investment Professionals, LLC | 0.86% | New | 1,362 | $1.0M |
| Hollencrest Capital Management | 0.07% | Reduce -91.8% | 1,361 | $1.0M |
| Skyline Advisors, Inc. | 0.32% | Reduce -9.1% | 1,358 | $1.0M |
| KFG Wealth Management, LLC | 0.11% | Reduce -0.4% | 1,355 | $1.0M |
| SFI Advisors, LLC | 0.87% | New | 1,350 | $1.0M |
| Thompson Siegel & Walmsley LLC | 0.02% | Add +52.1% | 1,348 | $1.0M |
| Pearl Planning LLC | 0.46% | Reduce -0.3% | 1,348 | $1.0M |
| Great Waters Wealth Management | 0.09% | Add +2.4% | 1,348 | $1.0M |
| SJS Investment Consulting Inc. | 0.11% | Reduce -14.4% | 1,347 | $1.0M |
| Planning Strategies Inc. | 0.63% | — | 1,346 | $1.0M |
| Westside Investment Management, Inc. | 0.13% | Add +41.0% | 1,345 | $1.0M |
| Patron Partners, LLC | 0.39% | Reduce -37.0% | 1,339 | $1.0M |
| Richmond Brothers, Inc. | 0.52% | Add +140.7% | 1,338 | $1.0M |
| Ethic Inc. | 0.01% | Reduce -0.4% | 1,335 | $1000K |
| Delta Asset Management LLC | 0.09% | Add +0.8% | 1,334 | $999K |
| Hemenway Trust Co LLC | 0.07% | No change | 1,334 | $999K |
| Capital Investment Services of America, Inc. | 0.10% | Reduce -2.4% | 1,330 | $996K |
| SpringVest Wealth Management LLC | 0.63% | Add +30.6% | 1,329 | $995K |
| Financial Futures Ltd Liability Co. | 0.38% | No change | 1,326 | $993K |
| City State Bank | 0.23% | No change | 1,322 | $990K |
| Plimoth Trust Co. LLC | 0.20% | Reduce -0.8% | 1,322 | $990K |
| Heartwood Wealth Advisors LLC | 0.08% | No change | 1,320 | $989K |
| Members Trust Co | 0.03% | Add +8.0% | 1,320 | $989K |
| OMNI 360 Wealth, Inc. | 0.46% | Add +3.4% | 1,318 | $987K |
| Capstone Financial Advisors, Inc. | 0.05% | Reduce -5.0% | 1,317 | $987K |
| Harrell Investment Partners, LLC | 0.21% | No change | 1,306 | $978K |
| LifeSteps Financial, Inc. | 0.46% | Add +71.0% | 1,305 | $977K |
| Elgethun Capital Management | 0.14% | Reduce -3.0% | 1,304 | $977K |
| Sjbenen Advisory, LLC | 0.58% | Add +12.3% | 1,302 | $975K |
| Colonial River Investments, LLC | 0.28% | Reduce -9.0% | 1,301 | $974K |
| Strategic Family Wealth Counselors, L.L.C. | 0.23% | Add +3.8% | 1,297 | $971K |
| Hurley Capital, LLC | 0.50% | Add +0.1% | 1,296 | $971K |
| Shepherd Kaplan Krochuk, LLC | 0.77% | No change | 1,294 | $969K |
| Torrey Growth & Income Advisors | 0.33% | Reduce -2.9% | 1,292 | $969K |
| Generations Wealth, LLC | 0.92% | Reduce -55.5% | 1,290 | $966K |
| Brooks, Moore & Associates, Inc. | 0.43% | No change | 1,290 | $966K |
| Westbourne Investment Advisors, Inc. | 0.27% | Add +0.1% | 1,289 | $965K |
| Three Magnolias Financial Advisors, LLC | 0.54% | Reduce -24.7% | 1,288 | $965K |
| Compton Wealth Advisory Group, LLC | 0.19% | No change | 1,287 | $964K |
| Willow Creek Capital Management, Inc. | 0.94% | — | 1,286 | $963K |
| D L Carlson Investment Group Inc. | 0.15% | Reduce -0.1% | 1,281 | $959K |
| HRC Wealth Management, LLC | 0.39% | Add +0.3% | 1,279 | $958K |
| M.E. Allison & Co., Inc. | 0.55% | Add +0.1% | 1,276 | $955K |
| Kassira Wealth Management LLC | 0.77% | No change | 1,273 | $953K |
| PVG Asset Management Corp. | 0.55% | No change | 1,272 | $953K |
| Arrow Financial Corp | 0.09% | Reduce -1.1% | 1,272 | $953K |
| CCG Wealth Management, LLC | 0.22% | Reduce -34.4% | 1,271 | $952K |
| City Holding Co. | 0.11% | Reduce -3.3% | 1,267 | $949K |
| Gordian Advisors LLC | 0.56% | No change | 1,265 | $948K |
| Quadrature Capital Ltd | 0.01% | New | 1,265 | $947K |
| Tilson Financial Group, Inc. | 0.26% | Add +0.7% | 1,265 | $947K |
| LOM Asset Management Ltd | 0.24% | Reduce -81.6% | 1,263 | $946K |
| Integral Investment Advisors, Inc. | 0.21% | Reduce -2.8% | 1,261 | $945K |
| RDA Financial Network | 0.21% | Add +18.2% | 1,260 | $943K |
| Fairlight Advisors | 0.77% | — | 1,255 | $940K |
| Frazier Financial Advisors, LLC | 0.47% | Reduce -22.6% | 1,253 | $938K |
| Noble Wealth Management PBC | 0.43% | Reduce -1.6% | 1,251 | $937K |
| Insight Wealth Partners, LLC | 0.13% | Add +15.5% | 1,247 | $934K |
| Culbertson A N & Co. Inc. | 0.11% | Reduce -3.9% | 1,245 | $932K |
| Aventura Private Wealth, LLC | 0.29% | Add +51.7% | 1,244 | $932K |
| Inscription Capital, LLC | 0.08% | Add +0.2% | 1,243 | $931K |
| N.E.W. Advisory Services LLC | 0.06% | Reduce -3.7% | 1,243 | $931K |
| BostonPremier Wealth LLC | 0.39% | No change | 1,241 | $929K |
| DHJJ Financial Advisors, Ltd. | 0.27% | Reduce -3.1% | 1,234 | $924K |
| Wealth Watch Advisors, INC | 0.30% | Add +31.8% | 1,231 | $922K |
| Madden Advisory Services, Inc. | 0.33% | Reduce -0.4% | 1,227 | $919K |
| Avant Financial Advisors LLC | 0.57% | No change | 1,226 | $918K |
| Invera Wealth Advisors, LLC | 0.49% | Add +0.1% | 1,226 | $918K |
| Community Financial Services Group, LLC | 0.13% | Add +1.8% | 1,224 | $917K |
| Pinney & Scofield, Inc. | 0.45% | Reduce -3.0% | 1,223 | $916K |
| Innova Wealth Partners | 0.38% | No change | 1,222 | $915K |
| Conservest Capital Advisors, Inc. | 0.07% | No change | 1,217 | $912K |
| Charis Legacy Partners, LLC | 1.12% | No change | 1,215 | $910K |
| Moment Partners, LLC | 0.16% | Reduce -0.8% | 1,215 | $910K |
| Hamilton Point Investment Advisors, LLC | 0.13% | No change | 1,215 | $910K |
| Global Assets Advisory, LLC | 0.20% | Add +5.4% | 1,211 | $910K |
| Guardian Financial Partners, LLC | 0.35% | Reduce -13.8% | 1,212 | $908K |
| Ables, Iannone, Moore & Associates, Inc. | 0.48% | Reduce -0.3% | 1,212 | $908K |
| First National Bank of Mount Dora, Trust Investment Services | 0.18% | No change | 1,210 | $906K |
| Woodard & Co. Asset Management Group Inc. | 0.13% | Reduce -4.5% | 1,209 | $906K |
| Jackson Thornton Wealth Management, LLC | 0.07% | No change | 1,209 | $905K |
| Liberty Square Wealth Partners LLC | 0.21% | No change | 1,204 | $902K |
| Zuckerman Investment Group, LLC | 0.08% | Add +3.3% | 1,204 | $902K |
| Wimmer Associates 1, LLC | 0.41% | No change | 1,200 | $899K |
| Coastwise Capital Group, LLC | 0.52% | Add +0.1% | 1,198 | $897K |
| Bonfire Financial | 0.58% | No change | 1,197 | $897K |
| Simplex Trading, LLC | 0.02% | New | 1,196 | $896K |
| Laffer Tengler Investments, Inc. | 0.13% | No change | 1,194 | $894K |
| BXM Wealth LLC | 0.49% | Reduce -1.6% | 1,191 | $892K |
| Cambridge Capital Management, LLC | 0.34% | Add +2.1% | 1,190 | $891K |
| West Michigan Advisors, LLC | 0.17% | Add +0.1% | 1,190 | $891K |
| Navalign, LLC | 0.21% | No change | 1,186 | $888K |
| Garrett Wealth Advisory Group, LLC | 0.14% | Reduce -0.4% | 1,183 | $886K |
| Mission Financial Group, LLC | 0.73% | — | 1,180 | $884K |
| Hibernia Wealth Partners, LLC | 0.48% | Reduce -47.7% | 1,179 | $883K |
| Resolute Capital, LLC | 0.30% | Add +12.0% | 1,173 | $879K |
| Peoples Financial Services Corp. | 0.38% | Reduce -11.3% | 1,173 | $878K |
| F/m Investments LLC | 0.04% | Reduce -42.1% | 1,146 | $877K |
| RMG Wealth Management LLC | 0.09% | No change | 1,129 | $876K |
| SoundView Advisors Inc. | 0.29% | Add +90.4% | 1,171 | $876K |
| Argent Capital Management LLC | 0.03% | Reduce -51.4% | 1,169 | $875K |
| Tocqueville Asset Management L.P. | 0.01% | Add +39.7% | 1,169 | $875K |
| Concord Wealth Partners | 0.10% | Add +3.4% | 1,167 | $874K |
| DBK Financial Counsel, LLC | 0.73% | Reduce -60.0% | 1,166 | $873K |
| Fermata Advisors, LLC | 0.18% | Add +2.2% | 1,164 | $871K |
| Gill Capital Partners, LLC | 0.23% | Reduce -1.9% | 1,164 | $871K |
| Midwest Capital Advisors, LLC | 0.35% | Add +0.3% | 1,160 | $869K |
| Stiles Financial Services Inc | 0.22% | Add +2.1% | 1,159 | $868K |
| Front Row Advisors LLC | 0.25% | No change | 1,118 | $866K |
| AmeriServ Wealth Advisors | 0.58% | No change | 1,154 | $864K |
| Strategic Financial Planning, Inc. | 0.45% | Add +73.6% | 1,149 | $860K |
| Professional Advisory Services Inc. | 0.09% | New | 1,145 | $857K |
| Somerset Trust Co | 0.24% | No change | 1,142 | $855K |
| San Luis Wealth Advisors LLC | 0.13% | Reduce -0.7% | 1,140 | $854K |
| Radnor Capital Management, LLC | 0.12% | No change | 1,139 | $853K |
| Milestones Private Investment Advisors LLC | 0.68% | Reduce -2.1% | 1,135 | $850K |
| Grant Private Wealth Management Inc | 0.36% | Reduce -3.3% | 1,129 | $845K |
| Van Cleef Asset Management,Inc | 0.09% | Reduce -6.2% | 1,127 | $844K |
| TPG Financial Advisors, LLC | 0.25% | No change | 1,123 | $841K |
| Regatta Capital Group, LLC | 0.11% | Reduce -10.1% | 1,121 | $840K |
| Castle Rock Wealth Management, LLC | 0.16% | Add +1.4% | 1,121 | $840K |
| Tribridge Partners Financial LLC | 0.33% | Add +135.7% | 1,129 | $838K |
| True Wealth Design, LLC | 0.20% | No change | 1,118 | $837K |
| LJI Wealth Management, LLC | 0.12% | Add +18.3% | 1,118 | $837K |
| Wealthspan Partners, LLC | 0.26% | Add +9.6% | 1,117 | $837K |
| Penobscot Investment Management Company, Inc. | 0.06% | Reduce -13.5% | 1,112 | $833K |
| Stanich Group LLC | 0.52% | Add +80.2% | 1,112 | $833K |
| Security National Bank of So Dak | 0.38% | No change | 1,111 | $832K |
| Fourth Dimension Wealth, LLC | 0.26% | Add +2.0% | 1,109 | $831K |
| Third View Private Wealth, LLC | 0.10% | Reduce -1.2% | 1,109 | $831K |
| Triton Financial Group Inc | 0.48% | Reduce -50.0% | 1,106 | $828K |
| Texas Bank & Trust Co | 0.27% | Add +8.1% | 1,105 | $828K |
| Fourpath Capital Management, LLC | 0.11% | Add +1.1% | 1,102 | $825K |
| Seven Post Investment Office LP | 0.23% | No change | 1,100 | $824K |
| Jackson Square Capital, LLC | 0.11% | Add +6.2% | 1,097 | $822K |
| Beckerman Institutional, LLC | 0.39% | Add +9.1% | 1,096 | $821K |
| Kelly Financial Group LLC | 0.18% | Add +2.7% | 1,096 | $820K |
| Future Financial Wealth Managment LLC | 0.51% | No change | 1,106 | $820K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +0.3% | 1,093 | $818K |
| Arlington Financial Advisors, LLC | 0.10% | Reduce -2.9% | 1,089 | $815K |
| D.B. Root & Company, LLC | 0.17% | Reduce -1.5% | 1,088 | $815K |
| Private Management Group Inc. | 0.02% | Add +18.5% | 1,087 | $814K |
| Virtue Capital Management, LLC | 0.11% | Reduce -21.1% | 1,090 | $813K |
| one8zero8, LLC | 0.16% | Add +0.1% | 1,086 | $813K |
| Cornerstone Financial Management LLC | 0.65% | No change | 1,085 | $813K |
| Patrick M Sweeney & Associates, Inc. | 0.47% | No change | 1,085 | $813K |
| MJT & Associates Financial Advisory Group, Inc. | 0.54% | No change | 1,085 | $812K |
| Ruggiero Investments, Inc. | 0.69% | No change | 1,083 | $811K |
| Tidemark, LLC | 0.18% | Add +5.8% | 1,080 | $809K |
| Retirement Guys Formula LLC | 0.30% | Add +0.1% | 1,131 | $806K |
| First National Bank Sioux Falls | 0.22% | No change | 1,143 | $806K |
| Foguth Wealth Management, LLC. | 0.09% | Reduce -2.4% | 1,081 | $805K |
| Triangle Securities Wealth Management | 0.16% | Add +1.9% | 1,071 | $802K |
| Tailwinds Wealth, LLC | 0.47% | New | 1,070 | $802K |
| Townsend Asset Management Corp. /NC/ | 0.26% | Add +0.1% | 1,070 | $801K |
| Campbell Newman Asset Management Inc. | 0.06% | New | 1,070 | $801K |
| CGC Financial Services, LLC | 0.18% | Add +27.4% | 1,069 | $801K |
| DecisionPoint Financial, LLC | 0.15% | Add +13.5% | 1,065 | $798K |
| Gilman Hill Asset Management, LLC | 0.11% | Reduce -4.2% | 1,065 | $798K |
| Leigh Baldwin & Co., LLC | 0.43% | Reduce -54.4% | 1,062 | $795K |
| Aspen Private Advisors, LLC | 0.80% | — | 1,060 | $794K |
| G&S Capital LLC | 0.23% | Add +13.3% | 1,057 | $792K |
| Seneca House Advisors | 0.28% | Add +0.1% | 1,056 | $791K |
| Novak & Powell Financial Services, Inc. | 0.37% | Add +0.1% | 1,056 | $791K |
| Pursuit Wealth Strategies, LLC | 1.03% | Add +1.3% | 1,053 | $789K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Reduce -36.8% | 1,042 | $787K |
| Westshore Wealth, LLC | 0.24% | No change | 1,050 | $786K |
| WestEnd Advisors, LLC | 0.02% | Add +275.0% | 1,050 | $786K |
| Xcelsior Advisor Partners LLC | 0.10% | Add +105.9% | 1,050 | $786K |
| L. Roy Papp & Associates, LLP | 0.08% | Add +5.1% | 1,049 | $786K |
| Walsh & Associates, LLC | 0.64% | Add +4.0% | 1,049 | $785K |
| Baldwin Investment Management, LLC | 0.08% | New | 1,047 | $784K |
| Warren Street Wealth Advisors, LLC | 0.18% | No change | 1,046 | $783K |
| Bravera Wealth | 0.30% | No change | 1,045 | $783K |
| Astoria Portfolio Advisors LLC. | 0.13% | Add +44.8% | 1,044 | $782K |
| GGM Financial LLC | 0.30% | Add +0.2% | 1,041 | $780K |
| Kiley Juergens Wealth Management, LLC | 0.12% | Reduce -0.3% | 1,039 | $778K |
| First Nebraska Trust Co | 0.06% | Add +3.4% | 1,039 | $778K |
| Ahara Advisors LLC | 0.53% | No change | 1,038 | $778K |
| Mittelman Wealth Management | 0.51% | Add +17.6% | 549 | $777K |
| Summitry LLC | 0.03% | No change | 1,037 | $777K |
| Financial Freedom, LLC | 0.36% | Add +24.7% | 1,036 | $776K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.25% | Reduce -1.0% | 1,030 | $774K |
| Balance Wealth Partners LLC | 0.21% | Reduce -0.3% | 1,032 | $773K |
| Mattern Capital Management, LLC | 0.09% | No change | 1,030 | $771K |
| Parker Financial LLC | 0.28% | Reduce -1.4% | 1,026 | $769K |
| VSM Wealth Advisory, LLC | 0.20% | No change | 1,023 | $766K |
| Lewis Asset Management, LLC | 0.27% | Add +41.5% | 1,022 | $765K |
| Lumbard & Kellner, LLC | 0.23% | No change | 1,020 | $764K |
| Triton Wealth Management, PLLC | 0.23% | Reduce -6.4% | 1,019 | $763K |
| Slagle Financial, LLC | 0.23% | Reduce -5.2% | 1,019 | $763K |
| Samalin Investment Counsel, LLC | 0.25% | Reduce -9.2% | 1,018 | $762K |
| Townsquare Capital LLC | 0.14% | Reduce -0.1% | 1,018 | $762K |
| HMS Capital Management, LLC | 0.28% | Reduce -0.5% | 1,017 | $762K |
| StoryOne LLC | 0.36% | Add +0.0% | 1,013 | $758K |
| Sompo Asset Management Co., Ltd. | 0.12% | Reduce -55.7% | 1,010 | $756K |
| Brio Consultants, LLC | 0.09% | Add +13.0% | 1,009 | $755K |
| One Wealth Map LLC | 0.35% | Reduce -3.4% | 1,029 | $755K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.20% | Reduce -1.4% | 1,007 | $754K |
| Gleason Group, Inc. | 0.07% | Reduce -45.9% | 1,007 | $754K |
| Osprey Private Wealth LLC | 0.19% | No change | 1,006 | $754K |
| Littlejohn Financial Services, Inc. | 0.55% | Reduce -24.8% | 1,006 | $753K |
| Jacksonville Wealth Management, LLC | 0.43% | No change | 1,006 | $753K |
| Dash Acquisitions Inc. | 0.15% | Add +0.9% | 970 | $753K |
| Seaside Wealth Management, Inc. | 0.19% | Add +0.1% | 1,005 | $752K |
| Delta Financial Advisors LLC | 0.18% | Add +2.9% | 1,003 | $751K |
| Arnold Financial Planning LLC | 0.56% | New | 1,000 | $749K |
| Tannin Capital LLC | 0.49% | Reduce -0.3% | 998 | $747K |
| Grey Fox Wealth Advisors, LLC | 0.12% | Add +16.5% | 997 | $747K |
| American Investment Services, Inc. | 0.16% | Reduce -2.7% | 997 | $746K |
| Orographic Financial Advisors, LLC | 0.49% | Reduce -3.0% | 961 | $745K |
| Canton Hathaway, LLC | 0.14% | Add +119.4% | 994 | $744K |
| Beacon Financial Strategies CORP | 0.37% | Add +7.5% | 994 | $744K |
| Burns J W & Co. Inc. | 0.08% | Add +30.4% | 991 | $742K |
| Advocate Investing Services LLC | 0.57% | Add +8.6% | 988 | $740K |
| Resolute Wealth Strategies, LLC | 0.29% | Add +0.1% | 987 | $739K |
| Beacon Harbor Wealth Advisors, Inc. | 0.14% | Add +203.1% | 985 | $739K |
| Richardson Capital Management LLC | 0.32% | No change | 986 | $738K |
| RW Investment Management LLC | 0.06% | Add +1.9% | 986 | $738K |
| CFO4Life Group, LLC | 0.10% | Reduce -11.9% | 983 | $736K |
| Stonekeep Investments, LLC | 0.43% | Reduce -1.6% | 983 | $736K |
| Sanchez Levi Garrett | 0.40% | New | 979 | $733K |
| Monument Group Wealth Advisors, LLC | 0.35% | Reduce -1.3% | 978 | $733K |
| BDFS Capital LLC | 0.32% | Reduce -50.1% | 975 | $730K |
| Carmel Capital Partners, LLC | 0.24% | No change | 974 | $729K |
| Union Savings Bank | 0.29% | No change | 974 | $729K |
| WealthTrust Asset Management, LLC | 0.39% | No change | 974 | $729K |
| Cypress Point Wealth Management, LLC | 0.15% | Add +0.6% | 970 | $726K |
| Hazlett, Burt & Watson, Inc. | 0.19% | No change | 970 | $726K |
| Exchange Bank | 0.45% | Reduce -12.2% | 969 | $726K |
| Andrews Advisory Associates, LLC | 0.35% | No change | 967 | $724K |
| Up Strategic Wealth Investment Advisors LLC | 0.43% | No change | 935 | $723K |
| Heritage Wealth Management, Inc./Texas | 0.28% | Reduce -3.3% | 963 | $721K |
| Virtue Asset Management LLC | 0.52% | Reduce -1.0% | 962 | $720K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -41.8% | 962 | $720K |
| United Bank | 0.08% | Reduce -3.6% | 960 | $719K |
| Congress Asset Management Co. | 0.00% | Reduce -21.9% | 958 | $717K |
| Ascension Capital Advisors, Inc. | 0.20% | New | 956 | $716K |
| Breachway Investments LLC | 1.07% | No change | 953 | $714K |
| Cambridge Advisors Inc. | 0.12% | Add +0.6% | 953 | $714K |
| Northstar Group, Inc. | 0.09% | Add +0.7% | 952 | $713K |
| Noesis Capital Mangement Corp. | 0.09% | Reduce -14.2% | 951 | $712K |
| Slow Capital, Inc. | 0.08% | Reduce -17.6% | 943 | $706K |
| Princeton Global Asset Management LLC | 0.10% | Reduce -1.2% | 941 | $705K |
| Stonebridge Financial Group, LLC / MO | 0.47% | Reduce -0.9% | 940 | $704K |
| Harbour Investment Management LLC | 0.36% | Reduce -0.1% | 940 | $704K |
| Main Street Group, LTD | 0.17% | Reduce -3.4% | 936 | $701K |
| Vestia Personal Wealth Advisors | 0.27% | Add +0.3% | 935 | $700K |
| BCO Wealth Management LLC | 0.38% | No change | 935 | $700K |
| Oxbow Advisors, LLC | 0.06% | New | 935 | $700K |
| Garde Capital, Inc. | 0.03% | Reduce -6.6% | 934 | $699K |
| Mascagni Wealth Management, Inc. | 0.43% | Reduce -11.2% | 933 | $699K |
| Passive Capital Management, LLC. | 0.22% | Add +6.9% | 1,020 | $699K |
| Matrix Private Capital Group LLC | 0.30% | Add +1.8% | 931 | $697K |
| Brady Martz Wealth Solutions, LLC | 0.11% | Add +3.1% | 930 | $696K |
| Timmons Wealth Management, LLC | 0.51% | Reduce -1.3% | 929 | $696K |
| Financial Security Advisor, Inc. | 0.11% | Add +2.0% | 929 | $695K |
| Grove Street Fiduciary, LLC | 0.29% | No change | 928 | $695K |
| Kellett Wealth Advisors, LLC | 0.32% | Add +72.1% | 926 | $693K |
| Revere Asset Management, Inc | 0.27% | Reduce -20.3% | 926 | $693K |
| M. Kulyk & Associates, LLC | 0.11% | Reduce -35.8% | 926 | $693K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.94% | No change | 922 | $690K |
| Legacies Wealth LLC | 0.38% | No change | 922 | $690K |
| JPL Wealth Management, LLC | 0.14% | Reduce -5.5% | 921 | $690K |
| Reyes Financial Architecture, Inc. | 0.38% | Add +3.3% | 915 | $685K |
| Austin Wealth Management, LLC | 0.14% | Add +1.1% | 917 | $685K |
| Arkos Global Advisors | 0.08% | Add +0.2% | 915 | $685K |
| Reliant Investment Partners, LLC | 0.47% | Add +4.6% | 914 | $684K |
| Synergy Financial Group, LTD | 0.49% | No change | 913 | $684K |
| Lodestone Wealth Management LLC | 0.24% | No change | 909 | $681K |
| Cornerstone Planning, LLC | 0.16% | No change | 907 | $679K |
| BNC Wealth Management, LLC | 0.16% | No change | 906 | $678K |
| Sfam, LLC | 0.55% | No change | 905 | $678K |
| Clayton Financial Group LLC | 0.37% | Reduce -10.4% | 904 | $677K |
| Cypress Capital, LLC | 0.18% | Add +0.9% | 902 | $675K |
| Curran Financial Partners, LLC | 0.10% | Add +6.9% | 901 | $675K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.24% | No change | 900 | $674K |
| Cravens & Co Advisors, LLC | 0.45% | No change | 900 | $674K |
| Fenimore Asset Management Inc | 0.01% | Reduce -21.7% | 900 | $674K |
| Eagle Global Advisors LLC | 0.02% | Add +3.0% | 899 | $673K |
| TL Private Wealth | 0.25% | Add +32.8% | 894 | $672K |
| Chapman Financial Group, LLC | 0.45% | No change | 896 | $671K |
| Quest Investment Management LLC | 0.08% | Add +7.2% | 896 | $671K |
| Peregrine Asset Advisers, Inc. | 0.15% | Add +2.6% | 896 | $671K |
| Neumann Capital Management, LLC | 0.44% | Add +49.0% | 894 | $670K |
| Inlight Wealth Management, LLC | 0.21% | New | 893 | $669K |
| Bernicke Wealth Management, Ltd. | 0.08% | Add +5.8% | 892 | $668K |
| Level Financial Advisors | 0.15% | No change | 892 | $668K |
| Rothschild Capital Partners, LLC | 0.14% | Add +16.8% | 890 | $667K |
| Key Client Fiduciary Advisors, LLC | 0.19% | Reduce -10.5% | 887 | $664K |
| Entrewealth, LLC | 0.25% | New | 860 | $664K |
| Joel Adams & Associates, Inc. | 0.42% | Add +0.7% | 881 | $660K |
| Strategic Wealth Investment Group, LLC | 0.08% | Add +86.4% | 880 | $659K |
| Orange Investment Advisors, Inc. | 0.08% | Add +0.5% | 879 | $658K |
| Willner & Heller, LLC | 0.41% | Reduce -0.2% | 878 | $658K |
| AMG Asset Management Group, Inc. | 0.41% | Reduce -0.2% | 876 | $656K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -4.4% | 873 | $654K |
| Kensington Investment Counsel, LLC | 0.28% | New | 872 | $653K |
| First City Capital Management, Inc. | 0.32% | Add +1.9% | 871 | $653K |
| Compass Wealth Management LLC | 0.12% | New | 870 | $652K |
| Lynx Investment Advisory | 0.21% | Add +39.7% | 865 | $648K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -0.6% | 865 | $648K |
| Security Financial Services, INC. | 0.09% | Add +37.1% | 865 | $648K |
| Heritage Wealth Management, Inc. | 0.16% | New | 863 | $647K |
| Drucker Wealth 3.0, LLC | 0.10% | Add +67.9% | 863 | $646K |
| Collier Financial | 0.44% | Add +1.3% | 862 | $646K |
| Crews Bank & Trust | 0.08% | Add +13.1% | 862 | $646K |
| Valued Wealth Advisors LLC | 0.23% | Add +21.1% | 861 | $645K |
| Cornerstone National Bank & Trust Co | 0.22% | No change | 857 | $642K |
| Howard Capital Management Group, LLC | 0.04% | No change | 856 | $641K |
| David Kennon Inc | 0.21% | No change | 855 | $640K |
| AdviceOne Advisory Services, LLC | 0.36% | Reduce -26.6% | 855 | $640K |
| Smith & Howard Wealth Management, LLC | 0.13% | No change | 855 | $640K |
| Holderness Investments Co. | 0.11% | No change | 854 | $640K |
| LVM Capital Management Ltd. | 0.05% | No change | 853 | $639K |
| Briggs Wealth Management, Inc | 0.58% | Reduce -0.2% | 853 | $639K |
| Greenfield Savings Bank | 0.24% | No change | 852 | $638K |
| Davis Capital Management | 0.38% | Reduce -1.1% | 849 | $636K |
| Am Investment Strategies LLC | 0.12% | No change | 848 | $635K |
| Foundry Financial LLC | 0.21% | Reduce -33.6% | 847 | $634K |
| Retiremitten Financial LLC | 0.27% | Reduce -4.8% | 846 | $634K |
| Highland Financial Advisors, LLC | 0.14% | Reduce -39.8% | 846 | $634K |
| Quantum Financial Advisors, LLC | 0.06% | Add +4.2% | 846 | $634K |
| Sollinda Capital Management LLC | 0.14% | Add +0.9% | 846 | $633K |
| FLP Wealth Management, LLC | 1.12% | Add +102.6% | 843 | $631K |
| Verde Capital Management | 0.12% | Reduce -0.6% | 841 | $630K |
| Rolek Wealth Management LLC | 0.35% | Add +45.2% | 839 | $629K |
| Mountain Capital Investment Advisors Inc. | 0.09% | Add +22.6% | 836 | $626K |
| Seal Cove Capital, LLC | 0.48% | Reduce -19.1% | 836 | $626K |
| Brickley Wealth Management | 0.09% | No change | 833 | $624K |
| Old Peak Finance LLC | 0.30% | Reduce -9.4% | 831 | $622K |
| Traction Financial Partners, LLC | 0.33% | No change | 830 | $622K |
| Annandale Capital, LLC | 0.09% | No change | 829 | $621K |
| Barnett & Company, Inc. | 0.46% | Reduce -16.2% | 829 | $621K |
| TPG Advisors LLC | 0.34% | Add +1.2% | 826 | $619K |
| Verity & Verity, LLC | 0.04% | No change | 825 | $618K |
| LVW Advisors, LLC | 0.05% | Reduce -1.8% | 825 | $618K |
| Retirement Capital Strategies | 0.21% | No change | 824 | $617K |
| OneAscent Family Office, LLC | 0.31% | Add +8.6% | 823 | $616K |
| Stillwater Private Wealth, LLC | 0.40% | No change | 793 | $615K |
| Brown Financial Advisors | 0.21% | Add +5.9% | 821 | $615K |
| Manske Wealth Management | 0.15% | Reduce -21.9% | 821 | $615K |
| New Wave Wealth Advisors LLC | 0.17% | No change | 819 | $613K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.04% | Add +67.1% | 819 | $613K |
| Global Wealth Strategies & Associates | 0.12% | Reduce -4.2% | 815 | $611K |
| RVW Wealth, LLC | 0.04% | Reduce -4.6% | 815 | $610K |
| Ares Financial Consulting, LLC | 0.44% | Add +0.3% | 813 | $609K |
| McDonald Partners LLC | 0.15% | Reduce -4.2% | 813 | $609K |
| Byrne Financial Freedom, LLC | 0.24% | Add +28.9% | 811 | $608K |
| O'ROURKE & COMPANY, Inc | 0.21% | Add +0.3% | 811 | $607K |
| Ring Mountain Capital, LLC | 0.25% | Reduce -4.7% | 811 | $607K |
| Meridian Investment Counsel Inc. | 0.13% | No change | 810 | $607K |
| Integrity Financial Corp | 0.29% | Add +0.1% | 805 | $603K |
| South Shore Capital Advisors | 0.40% | Add +3.3% | 804 | $602K |
| Andrew Hill Investment Advisors, Inc. | 0.45% | Reduce -0.4% | 803 | $602K |
| Ellsworth Advisors, LLC | 0.10% | Add +13.9% | 794 | $602K |
| Pointe Capital Management LLC | 0.27% | No change | 802 | $601K |
| Ipsen Advisor Group LLC | 0.39% | Add +0.4% | 802 | $600K |
| Symmetry Partners, LLC | 0.03% | New | 796 | $596K |
| Nestegg Advisors, Inc. | 0.42% | Add +0.3% | 793 | $594K |
| Family Legacy Financial Solutions, LLC | 0.36% | No change | 792 | $593K |
| Whitener Capital Management, Inc. | 0.13% | Reduce -4.7% | 792 | $593K |
| Smith Partners Wealth Management, LLC | 0.47% | No change | 790 | $592K |
| Longview Financial Advisors, Inc. | 0.35% | Reduce -1.5% | 790 | $591K |
| RPS Advisory Solutions LLC | 0.39% | Reduce -7.6% | 789 | $591K |
| Taylor Financial Group, Inc. | 0.32% | No change | 789 | $591K |
| WealthCare Investment Partners, LLC | 0.14% | Add +0.4% | 786 | $589K |
| Primoris Wealth Advisors, LLC | 0.27% | Add +6.8% | 786 | $589K |
| Castleview Partners, LLC | 0.26% | Reduce -2.6% | 784 | $587K |
| Trevian Wealth Management LLC | 0.25% | Add +0.1% | 780 | $585K |
| Petra Financial Advisors Inc. | 0.27% | Add +61.0% | 779 | $583K |
| Guardian Capital, LLC | 0.48% | Add +35.2% | 779 | $583K |
| Kroeger Financial Partners | 0.56% | — | 778 | $583K |
| Optima Capital LLC | 0.23% | Reduce -0.3% | 776 | $581K |
| Herold Advisors, Inc. | 0.11% | Reduce -1.9% | 778 | $581K |
| Northbridge Financial Group, LLC | 0.22% | Reduce -1.3% | 774 | $580K |
| Core Wealth Partners LLC | 0.25% | Add +0.1% | 774 | $579K |
| Family Capital Trust Co | 0.19% | Add +2.4% | 773 | $579K |
| Challenger Wealth Management | 0.43% | Add +0.4% | 773 | $579K |
| Evansbrook LLC | 0.34% | No change | 772 | $578K |
| Kickstand Ventures, Llc. | 0.10% | Reduce -7.8% | 771 | $577K |
| Sentinel Wealth Management, Inc. | 0.41% | Reduce -0.5% | 768 | $575K |
| First Citizens Financial Corp | 0.24% | Reduce -1.4% | 767 | $574K |
| Marietta Investment Partners LLC | 0.10% | No change | 767 | $574K |
| Freedom Investment Management, Inc. | 0.16% | Add +44.4% | 767 | $574K |
| Columbia Asset Management | 0.10% | No change | 766 | $574K |
| Palisade Asset Management, LLC | 0.05% | No change | 765 | $573K |
| Delos Wealth Advisors, LLC | 0.29% | Add +5.3% | 761 | $570K |
| Holcombe Financial, Inc. | 0.32% | Reduce -4.8% | 760 | $569K |
| Apriem Advisors | 0.05% | No change | 760 | $569K |
| Barr E S & Co. | 0.03% | Reduce -2.4% | 759 | $568K |
| Compass Planning Associates Inc | 0.31% | Reduce -1.6% | 759 | $568K |
| Graney & King, LLC | 0.20% | Add +109.5% | 752 | $563K |
| Payne Capital LLC | 0.47% | Reduce -1.6% | 750 | $562K |
| Boston Common Asset Management, LLC | 0.03% | No change | 750 | $562K |
| Blankinship & Foster, LLC | 0.11% | Reduce -21.5% | 750 | $561K |
| Private Wealth Group, LLC | 0.22% | No change | 749 | $561K |
| Forum Finance Group S.A. | 0.20% | Add +47.9% | 926 | $560K |
| RMR Wealth Builders | 0.03% | Reduce -6.9% | 747 | $559K |
| Blue Chip Partners, LLC | 0.04% | Add +90.1% | 747 | $559K |
| DiNuzzo Private Wealth, Inc. | 0.06% | Reduce -1.5% | 745 | $558K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 750 | $557K |
| Everstar Asset Management, LLC | 0.27% | Reduce -11.6% | 743 | $556K |
| Blue Sky Capital Consultants Group, Inc. | 0.24% | Reduce -61.9% | 743 | $556K |
| Stonebridge Financial Group, LLC | 0.08% | — | 742 | $555K |
| Visionary Horizons, LLC | 0.23% | Add +1.0% | 738 | $553K |
| CCM Investment Advisers LLC | 0.04% | Reduce -15.5% | 738 | $553K |
| Breakwater Investment Management | 0.19% | Add +64.4% | 738 | $552K |
| Wellington Grp LLC | 0.15% | Reduce -28.4% | 737 | $552K |
| Guided Capital Wealth Management, LLC | 0.32% | No change | 736 | $551K |
| URS Advisory LLC | 0.31% | Reduce -15.1% | 735 | $550K |
| Presilium Private Wealth, LLC | 0.08% | No change | 734 | $550K |
| Elser Financial Planning, Inc | 0.02% | Add +6.5% | 733 | $549K |
| Luminvest Wealth Management LLC | 0.13% | Add +0.1% | 731 | $548K |
| Elevatus Welath Management | 0.13% | Add +6.4% | 730 | $547K |
| Buttonwood Financial Advisors Inc. | 0.17% | Reduce -3.1% | 729 | $546K |
| Caitlin John, LLC | 0.30% | Add +0.8% | 728 | $545K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.23% | Reduce -3.1% | 727 | $544K |
| Fogel Capital Management, Inc. | 0.22% | Add +1.1% | 725 | $543K |
| Sawgrass Asset Management LLC | 0.07% | Add +8.1% | 725 | $543K |
| Hixon Zuercher, LLC | 0.16% | Reduce -4.1% | 724 | $542K |
| Stablepoint Partners, LLC | 0.07% | No change | 724 | $542K |
| Clarity Wealth Development LLC | 0.30% | Reduce -2.6% | 721 | $540K |
| Riverview Trust Co | 0.64% | No change | 720 | $539K |
| Nicholson Meyer Capital Management, Inc. | 0.36% | Add +77.3% | 720 | $539K |
| Cordgrass Capital Advisors, LLC | 0.20% | No change | 717 | $537K |
| Financial Life Advisors | 0.15% | No change | 716 | $536K |
| Eclectic Associates Inc. | 0.06% | Reduce -19.8% | 716 | $536K |
| Cetera Trust Company, N.A | 0.27% | No change | 715 | $535K |
| Sterling Group Wealth Management, LLC | 0.22% | No change | 715 | $535K |
| Owl Creek Wealth Partners LLC | 0.16% | Add +9.3% | 714 | $534K |
| Stonebrook Private Inc. | 0.10% | Add +16.9% | 713 | $534K |
| O'Brien Greene & Co. Inc | 0.15% | No change | 713 | $534K |
| Richardson Financial Services Inc. | 0.30% | Add +0.4% | 712 | $533K |
| Advisors Management Group Inc. | 0.09% | Add +6.8% | 712 | $533K |
| Rainier Family Wealth Inc. | 0.30% | No change | 710 | $532K |
| Vickerman Investment Advisors, Inc. | 0.10% | Add +5.7% | 710 | $532K |
| Guidance Capital, Inc. | 0.11% | Add +12.3% | 705 | $532K |
| Vann Equity Management LLC | 0.32% | Reduce -18.6% | 709 | $531K |
| Knollwood Investment Advisory, LLC | 0.05% | No change | 709 | $531K |
| Compass Financial Group, Inc. (Ohio) | 0.35% | Reduce -11.3% | 708 | $530K |
| Vines Capital Management, LLC | 0.43% | No change | 706 | $529K |
| BFI Wealth Solutions, LLC | 0.39% | No change | 705 | $528K |
| truNorth Financial Services, Inc. | 0.47% | No change | 703 | $526K |
| Blue Fin Capital, Inc. | 0.08% | No change | 701 | $525K |
| Emprise Bank | 0.19% | No change | 699 | $523K |
| Independence Wealth Advisors, LLC | 0.26% | No change | 696 | $521K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 696 | $521K |
| Hofer & Associates. Inc | 0.25% | Reduce -2.7% | 694 | $520K |
| Tradewinds Capital Management, LLC | 0.09% | Add +45.9% | 693 | $519K |
| Sellwood Investment Partners LLC | 0.18% | Add +65.8% | 693 | $519K |
| Vectors Research Management, LLC | 0.14% | Reduce -0.7% | 693 | $519K |
| Center For Asset Management LLC | 0.23% | Add +1.9% | 692 | $517K |
| Sage Investment Advisers LLC | 0.35% | No change | 689 | $516K |
| LFG Wealth Partners, LLC | 0.24% | Reduce -0.6% | 689 | $516K |
| Provident Living Financial Services, Inc. | 0.51% | Reduce -1.6% | 688 | $515K |
| ATLas Financial Planning LLC | 0.42% | No change | 687 | $514K |
| Ponta Wealth Partners, LLC | 0.27% | No change | 686 | $514K |
| Mitchell Sinkler & Starr | 0.21% | No change | 686 | $514K |
| FSA Advisors, Inc. | 0.24% | Add +1.9% | 686 | $514K |
| KM Capital Management Ltd. | 0.24% | New | 683 | $511K |
| Fortune Financial Advisors, LLC | 0.22% | No change | 682 | $511K |
| Financial Management Professionals, Inc. | 0.05% | Add +872.9% | 681 | $510K |
| Vantage Point Financial LLC | 0.16% | Add +6.7% | 681 | $510K |
| Finer Wealth Management, Inc. | 0.23% | Add +0.1% | 680 | $509K |
| Cornerstone Select Advisors, LLC | 0.21% | No change | 679 | $508K |
| Clark Financial Services Group Inc. | 0.24% | No change | 678 | $508K |
| Leisure Capital Management | 0.16% | Reduce -2.0% | 674 | $505K |
| Financial Planning Fort Collins, LLC | 0.40% | No change | 668 | $504K |
| FWG Investments, LLC. | 0.27% | Reduce -39.1% | 673 | $504K |
| 25 LLC | 0.14% | Add +0.5% | 672 | $503K |
| Farrell Financial LLC | 0.27% | Reduce -3.3% | 672 | $503K |
| Axis Wealth Partners, LLC | 0.24% | Reduce -5.6% | 672 | $503K |
| Succession Financial, Inc. | 0.49% | — | 671 | $502K |
| E6 Portfolios, LLC | 0.40% | New | 670 | $502K |
| Nicholas Wealth, LLC. | 0.27% | No change | 668 | $501K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 667 | $500K |
| Eubel Brady & Suttman Asset Management Inc. | 0.06% | No change | 666 | $499K |
| Ascent Advisors, LLC | 0.58% | Add +5.7% | 666 | $499K |
| Tevis Investment Management | 0.27% | Add +34.3% | 666 | $499K |
| Grange Capital, LLC | 0.46% | Reduce -13.8% | 665 | $498K |
| Ergawealth Advisors, Inc. | 0.19% | No change | 664 | $497K |
| Brogan Financial, Inc. | 0.20% | Add +8.5% | 663 | $497K |
| Silver Oak Advisory Group, Inc. | 0.20% | Reduce -12.2% | 663 | $496K |
| Beacon Wealthcare LLC | 0.16% | No change | 662 | $496K |
| Thompson Davis & Co., Inc. | 0.30% | Add +101.2% | 660 | $494K |
| WJ Financial Advisors LLC | 0.36% | No change | 659 | $494K |
| Strategent Financial, LLC | 0.28% | Add +1.4% | 657 | $492K |
| NWK Group, Inc. | 0.15% | Reduce -0.3% | 657 | $492K |
| Soros Capital Management LLC | 0.09% | No change | 655 | $491K |
| Kirr Marbach & Co. LLC | 0.08% | No change | 654 | $490K |
| Alchemi Wealth, LLC | 0.23% | No change | 654 | $490K |
| Avity Investment Management Inc. | 0.03% | Add +44.0% | 654 | $490K |
| Watchman Group, Inc. | 0.11% | No change | 653 | $489K |
| Williams & Novak, LLC | 0.33% | Add +19.4% | 652 | $488K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | Reduce -16.6% | 652 | $488K |
| OLIO Financial Planning | 0.12% | No change | 650 | $487K |
| Fagan Associates, Inc. | 0.06% | Reduce -1.5% | 649 | $486K |
| NewSquare Capital LLC | 0.04% | No change | 649 | $486K |
| Hassell Wealth Management, LLC | 0.15% | Reduce -0.5% | 649 | $486K |
| Fullerton Advisors, LLC | 0.45% | Add +0.3% | 649 | $486K |
| LifeWealth Investments, LLC | 0.13% | Reduce -56.2% | 648 | $486K |
| TCFG Investment Advisors, LLC | 0.16% | Reduce -20.3% | 645 | $485K |
| Leading Edge Financial Planning LLC | 0.09% | Reduce -12.0% | 647 | $485K |
| Hegarty Advisors, LLC | 0.33% | No change | 647 | $485K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -10.9% | 647 | $484K |
| Advisor Resource Council | 0.16% | New | 640 | $482K |
| Richmond Investment Services, LLC | 0.15% | Reduce -88.6% | 644 | $482K |
| Mark Sheptoff Financial Planning, LLC | 0.26% | No change | 644 | $482K |
| Sequent Asset Management, LLC | 0.20% | Reduce -54.1% | 643 | $482K |
| Shepherd Street Advisors LLC | 0.42% | No change | 635 | $481K |
| Great Diamond Partners, LLC | 0.08% | No change | 642 | $481K |
| KOM Wealth Management Group, LLC | 0.29% | Reduce -7.0% | 641 | $480K |
| GoalVest Advisory LLC | 0.09% | Add +0.9% | 641 | $480K |
| Ballentine Capital Advisors, Inc | 0.18% | No change | 638 | $478K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | Reduce -30.0% | 638 | $478K |
| Port Capital LLC | 0.02% | New | 637 | $477K |
| Prevail Innovative Wealth Advisors, LLC | 0.07% | Add +98.1% | 636 | $476K |
| DUTCH ASSET Corp | 0.24% | Reduce -8.8% | 635 | $476K |
| Acute Investment Advisory, LLC | 5.02% | Reduce -3.8% | 634 | $475K |
| Alpha Financial Advisors, LLC | 0.13% | Add +1.4% | 634 | $475K |
| Mirador Capital Partners LP | 0.06% | Add +0.2% | 634 | $474K |
| Lauterbach Financial Advisors, LLC | 0.20% | No change | 633 | $474K |
| Prentice Wealth Management LLC | 0.10% | Reduce -1.1% | 633 | $474K |
| Steinberganna Wealth Management | 0.19% | Add +0.2% | 632 | $473K |
| Sutton Place Investors LLC | 0.23% | Add +1.0% | 632 | $473K |
| TLWM | 0.08% | New | 632 | $473K |
| Brown, Lisle/Cummings, Inc. | 0.11% | Reduce -9.9% | 631 | $473K |
| Stordahl Capital Management, Inc. | 0.09% | Add +60.5% | 629 | $471K |
| Sage Private Wealth Group, LLC | 0.21% | Add +0.2% | 628 | $470K |
| Dravo Bay LLC | 0.16% | Reduce -27.7% | 627 | $470K |
| Aurora Private Wealth, Inc. | 0.30% | Add +0.2% | 624 | $467K |
| American Capital Advisory, LLC | 0.17% | No change | 622 | $466K |
| CJM Wealth Advisers, Ltd. | 0.12% | Add +32.6% | 622 | $465K |
| Providence First Trust Co | 0.13% | Add +47.6% | 620 | $464K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 620 | $464K |
| Fischer Financial Services, Inc. | 0.12% | Add +5.6% | 619 | $464K |
| Hamrick Investment Counsel, llc | 0.31% | Reduce -64.0% | 618 | $463K |
| Samara Investment Management, LLC | 0.42% | No change | 615 | $461K |
| Duncan Williams Asset Management, LLC | 0.10% | Add +12.2% | 615 | $460K |
| Invenio Wealth Partners LLC | 0.16% | No change | 614 | $460K |
| Carson Advisory Inc. | 0.21% | No change | 612 | $459K |
| Prudent Investors Network, Inc. | 0.09% | Reduce -24.2% | 610 | $457K |
| Eagle Wealth Advisors LLC | 0.35% | Add +14.2% | 610 | $457K |
| Presper Financial Architects, LLC | 0.24% | Reduce -0.2% | 606 | $454K |
| Purkiss Capital Advisors LLC | 0.17% | Add +8.6% | 605 | $453K |
| Kearns & Associates LLC | 0.21% | Add +0.2% | 605 | $453K |
| Horizon Investment Services, LLC | 0.13% | No change | 603 | $452K |
| Lloyd Advisory Services, LLC. | 0.18% | Add +50.4% | 603 | $452K |
| Verisail Partners, LLC | 0.17% | Reduce -2.6% | 603 | $452K |
| Elm3 Financial Group, LLC | 0.31% | Reduce -3.2% | 601 | $450K |
| Prossimo Advisors, LLC | 2.59% | Reduce -29.8% | 600 | $449K |
| Community Bank of Raymore | 0.26% | No change | 600 | $449K |
| Kidder Stephen W | 0.11% | No change | 600 | $449K |
| Shelton Capital Management | 0.01% | No change | 600 | $449K |
| IFG Advisors, LLC | 0.06% | Add +27.4% | 599 | $449K |
| TrustWell Financial Advisors, LLC | 0.38% | Reduce -1.8% | 597 | $447K |
| Rockingstone Advisors LLC | 0.18% | Add +7.2% | 597 | $447K |
| Abner Herrman & Brock LLC | 0.04% | Add +1.7% | 597 | $447K |
| Bright Futures Wealth Management, LLC. | 0.29% | Reduce -3.9% | 595 | $446K |
| Monetary Solutions, Ltd | 0.38% | Add +30.5% | 595 | $446K |
| PCG Asset Management, LLC | 0.32% | Add +7.0% | 594 | $445K |
| Bridgewealth Advisory Group, LLC | 0.08% | Add +62.3% | 594 | $445K |
| Serenity Investment Advisors | 0.19% | Reduce -8.1% | 580 | $444K |
| American State Bank (Iowa) | 0.18% | Add +12.7% | 593 | $444K |
| CFM Wealth Partners LLC | 0.06% | Reduce -13.5% | 591 | $443K |
| Matthew Goff Investment Advisor, LLC | 0.07% | No change | 590 | $442K |
| American Money Management, LLC | 0.06% | Reduce -5.9% | 589 | $441K |
| Financial Strategies Group, Inc. | 0.07% | Reduce -6.4% | 587 | $441K |
| BlackDiamond Wealth Management, LLC | 0.18% | Reduce -0.7% | 567 | $440K |
| Intrust Bank NA | 0.03% | Reduce -1.7% | 588 | $440K |
| Kozak & Associates, Inc. | 0.08% | Reduce -0.8% | 585 | $438K |
| Strait & Sound Wealth Management LLC | 0.15% | No change | 585 | $438K |
| Baxter Bros Inc. | 0.05% | No change | 585 | $438K |
| Adell Harriman & Carpenter Inc. | 0.02% | Reduce -25.4% | 582 | $436K |
| apricus wealth, LLC | 0.21% | New | 580 | $434K |
| Pioneer Family Office, LLC | 0.22% | No change | 579 | $434K |
| Prospect Financial Services LLC | 0.22% | Reduce -32.7% | 579 | $434K |
| IMPACTfolio, LLC | 0.16% | No change | 579 | $434K |
| Shum Financial Group, Inc. | 0.26% | No change | 579 | $433K |
| Guardsman Private Capital Management, Inc. | 0.30% | No change | 578 | $433K |
| Rayburn West Financial Services LLC | 0.24% | No change | 576 | $431K |
| Richards, Merrill & Peterson, Inc. | 0.14% | Add +3.6% | 576 | $431K |
| Pinnacle Financial Group, LLC / IL | 0.10% | Reduce -11.8% | 573 | $429K |
| Clarion Wealth Managment Partners, LLC | 0.35% | New | 572 | $428K |
| B & T Capital Management DBA Alpha Capital Management | 0.06% | Add +10.7% | 570 | $427K |
| Hobbs Group Advisors, LLC | 0.11% | Reduce -0.2% | 568 | $425K |
| 1776 Wealth LLC | 0.15% | No change | 568 | $425K |
| Orca Wealth Management, LLC | 0.26% | New | 568 | $425K |
| Dover Advisors, LLC | 0.17% | No change | 620 | $425K |
| Intrepid Capital Management Inc. | 0.18% | Add +26.1% | 566 | $424K |
| Hillcrest Wealth Advisors - NY, LLC | 0.15% | No change | 566 | $424K |
| Iron Gate Global Advisors LLC | 0.04% | Reduce -10.8% | 564 | $422K |
| Three Arch Wealth Management LLC | 0.06% | Add +34.5% | 561 | $420K |
| Bucket List Wealth Management, LLC | 0.21% | Add +0.7% | 559 | $419K |
| Attessa Capital LLC | 0.19% | No change | 559 | $419K |
| Aspire Growth Partners LLC | 0.24% | Add +0.4% | 556 | $416K |
| Seelaus Asset Management LLC | 0.29% | No change | 555 | $416K |
| Hilltop Partners LLC | 0.10% | Reduce -20.6% | 553 | $414K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -2.3% | 553 | $414K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -7.5% | 551 | $413K |
| LRI Investments, LLC | 0.03% | Reduce -2.5% | 551 | $413K |
| Hurlow Wealth Management Group, Inc. | 0.09% | No change | 550 | $412K |
| Wilkins Investment Counsel Inc. | 0.06% | No change | 550 | $412K |
| Mill Capital Management, LLC | 0.03% | No change | 550 | $412K |
| Central Valley Advisors, LLC | 0.11% | Reduce -11.3% | 550 | $411K |
| Tilia Fiduciary Partners, Inc. | 0.19% | New | 547 | $410K |
| Morton Brown Family Wealth, LLC | 0.09% | No change | 545 | $408K |
| Kaizen Financial Strategies | 0.16% | No change | 544 | $408K |
| Rubicon Advisors, GP | 0.30% | Reduce -2.7% | 544 | $408K |
| Abacus Wealth Partners, LLC | 0.04% | Reduce -9.8% | 544 | $407K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 544 | $407K |
| Mount Vernon Associates Inc. | 0.27% | No change | 543 | $407K |
| Grand Wealth Management, LLC | 0.17% | No change | 543 | $407K |
| GreatBanc Trust CO | 0.25% | No change | 542 | $406K |
| AG Asset Advisory, LLC | 0.33% | No change | 540 | $404K |
| Matisse Capital | 0.16% | No change | 538 | $403K |
| Core Capital Management & Research, inc. | 0.21% | — | 525 | $403K |
| Buckhead Capital Management LLC | 0.14% | No change | 538 | $403K |
| Xxi Wealth, LLC | 0.18% | Reduce -1.8% | 537 | $402K |
| Brindle & Bay Financial Advisors, LLC | 0.20% | Add +0.9% | 537 | $402K |
| Meredith Wealth Planning | 0.09% | Add +14.0% | 536 | $402K |
| Scientech Research LLC | 0.33% | New | 536 | $401K |
| Cherrydale Wealth Management, LLC | 0.10% | New | 537 | $401K |
| Manning & Napier Advisors LLC | 0.01% | No change | 535 | $400K |
| Noble Family Wealth, LLC | 0.07% | No change | 533 | $399K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +70.3% | 533 | $399K |
| Manchester Financial Inc. | 0.07% | Add +36.0% | 533 | $399K |
| Seneschal Advisors, LLC | 0.27% | No change | 530 | $397K |
| Estate Planners Group, LLC | 0.18% | New | 528 | $396K |
| Thrive Capital Management, LLC | 0.07% | Reduce -2.6% | 527 | $395K |
| Synergy Asset Management, LLC | 0.04% | Add +7.1% | 527 | $395K |
| Harbour Trust & Investment Management Co | 0.04% | Reduce -2.8% | 526 | $394K |
| Puff Wealth Management, LLC | 0.40% | — | 526 | $394K |
| Capstone Capital LLC | 0.22% | No change | 525 | $393K |
| Battery Global Advisors, LLC | 0.20% | Add +0.2% | 525 | $393K |
| Blue Edge Capital, LLC | 0.05% | No change | 524 | $392K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.11% | Reduce -9.2% | 522 | $391K |
| Harborfront Financial Group LLC | 1.47% | — | 522 | $391K |
| Mawer Investment Management Ltd. | 0.00% | New | 521 | $390K |
| Sloy Dahl & Holst, LLC | 0.05% | Add +0.6% | 520 | $390K |
| Henson-Edgewater Management, LLC | 0.20% | Reduce -15.2% | 502 | $390K |
| Foronjy Financial LLC | 0.14% | Reduce -0.4% | 520 | $390K |
| Broadway Wealth Solutions, Inc. | 0.18% | No change | 518 | $388K |
| Financial Plan, Inc. | 0.04% | Reduce -0.6% | 518 | $388K |
| Liberty Atlantic Advisors LLC | 0.28% | Add +10.9% | 517 | $387K |
| Cambridge Financial Group, LLC | 0.12% | Reduce -11.0% | 517 | $387K |
| RHS Financial, LLC | 0.16% | Reduce -0.4% | 516 | $386K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Reduce -42.5% | 516 | $386K |
| TriaGen Wealth Management LLC | 0.10% | No change | 515 | $386K |
| Allstreet Capital Advisors LLC | 0.25% | No change | 514 | $385K |
| Paul R. Ried Financial Group, LLC | 0.17% | No change | 514 | $385K |
| Oxford Wealth Group, LLC | 0.17% | Reduce -21.0% | 512 | $384K |
| Rosenblum Silverman Sutton S F Inc. | 0.09% | Add +1.0% | 510 | $382K |
| Hiley Hunt Wealth Management | 0.15% | No change | 509 | $381K |
| Constant Guidance Financial LLC | 0.24% | Add +1.2% | 509 | $381K |
| Kaufman Rossin Wealth, LLC | 0.18% | No change | 504 | $381K |
| A4 Wealth Advisors LLC | 0.26% | Add +12.9% | 508 | $380K |
| Park Edge Advisors, LLC | 0.08% | Reduce -16.3% | 507 | $380K |
| Sterling Investment Advisors, Ltd. | 0.06% | Reduce -55.2% | 506 | $379K |
| Afg Fiduciary Services Limited Partnership | 0.30% | Reduce -13.4% | 506 | $379K |
| CPC Advisors, LLC | 0.05% | Add +3.5% | 505 | $378K |
| Veridan Wealth LLC | 0.13% | Reduce -13.2% | 505 | $378K |
| Paragon Financial Partners, Inc. | 0.20% | New | 504 | $378K |
| Cooke Wealth Management, LLC | 0.31% | Reduce -1.8% | 503 | $377K |
| Basepoint Wealth LLC | 0.22% | Add +2.0% | 502 | $376K |
| Strategic Advisory Partners, LLC | 0.27% | Reduce -0.8% | 502 | $376K |
| Prodigy Asset Management LLC | 0.11% | No change | 502 | $376K |
| Schulhoff & Co. Inc. | 0.15% | No change | 502 | $376K |
| Iams Wealth Management, LLC | 0.11% | Add +1.6% | 502 | $376K |
| Oliver Luxxe Assets LLC | 0.06% | No change | 502 | $376K |
| Stonehearth Capital Management, LLC | 0.13% | Reduce -1.0% | 501 | $375K |
| Towne Trust Company, N.A | 0.11% | Add +20.7% | 501 | $375K |
| Wiser Advisor Group LLC | 0.41% | Add +0.2% | 500 | $374K |
| Bayesian Capital Management, LP | 0.24% | New | 500 | $374K |
| Elefante Mark B | 0.16% | New | 500 | $374K |
| Jupiter Wealth Management LLC | 0.15% | New | 500 | $374K |
| Lawson Kroeker Investment Management Inc. | 0.10% | No change | 500 | $374K |
| Graybill Wealth Management, LTD. | 0.10% | Reduce -9.1% | 500 | $374K |
| Warther Private Wealth, LLC | 0.08% | No change | 500 | $374K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 571 | $374K |
| McDonough Capital Management, Inc | 0.19% | Reduce -0.6% | 498 | $374K |
| Financial Sense Advisors, Inc. | 0.08% | Add +24.5% | 498 | $373K |
| Holos Integrated Wealth LLC | 0.17% | Reduce -16.1% | 497 | $373K |
| Steadtrust LLC | 0.19% | New | 498 | $373K |
| Anchor Investment Management, LLC | 0.03% | Reduce -1.0% | 498 | $373K |
| Channel Wealth LLC | 0.08% | Reduce -5.5% | 496 | $371K |
| Tactive Advisors, LLC | 0.09% | Reduce -20.8% | 492 | $368K |
| Wisconsin Wealth Advisors, LLC | 0.31% | No change | 489 | $366K |
| Andina Capital Management, LLC | 0.60% | Reduce -24.9% | 488 | $365K |
| Agur Provident & Training Funds Management Ltd. | 1.98% | — | 51,800 | $365K |
| Old North State Wealth Management, LLC | 0.16% | Reduce -15.8% | 484 | $365K |
| Sierra Summit Advisors LLC | 0.04% | New | 486 | $364K |
| Greenline Wealth Management LLC | 0.30% | Reduce -4.0% | 484 | $363K |
| August Group Capital Ltd | 0.40% | Reduce -27.3% | 484 | $362K |
| Equita Financial Network, Inc. | 0.10% | Reduce -5.5% | 484 | $362K |
| Eagle Capital Management, LLC | 0.12% | Reduce -10.0% | 484 | $362K |
| 3 Factor Indexing, LLC | 0.31% | No change | 482 | $361K |
| Steffes Financial, Ltd. | 0.16% | New | 482 | $361K |
| Vista Investment Partners Ii, LLC | 0.14% | No change | 482 | $361K |
| Zevin Asset Management LLC | 0.05% | No change | 482 | $361K |
| Finley Financial, LLC | 0.14% | Reduce -36.4% | 480 | $359K |
| Centerline Wealth Advisors, LLC | 0.11% | Add +9.9% | 479 | $359K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | Add +8.9% | 478 | $358K |
| Cairn Investment Group, Inc. | 0.16% | No change | 475 | $356K |
| Adamsbrown Wealth Consultants LLC | 0.07% | Reduce -4.6% | 475 | $356K |
| Field & Main Bank | 0.07% | No change | 475 | $356K |
| Clear Point Advisors Inc. | 0.31% | New | 474 | $355K |
| Financial Enhancement Group LLC | 0.04% | No change | 474 | $355K |
| Three Cord True Wealth Management, LLC | 0.17% | Add +2.4% | 472 | $354K |
| Cordatus Wealth Management LLC | 0.08% | Add +5.6% | 472 | $353K |
| Cathy Pareto & Associates, Inc. | 0.21% | Reduce -2.5% | 471 | $353K |
| Heartland Bank & Trust Co | 0.07% | Add +4.4% | 470 | $352K |
| Plus Group Wealth Advisors LLC | 0.33% | Add +52.6% | 470 | $352K |
| Wood Tarver Financial Group, LLC | 0.08% | Reduce -3.7% | 469 | $351K |
| Perryman Financial Advisory Inc. | 0.05% | No change | 469 | $351K |
| HT Partners LLC | 0.10% | No change | 468 | $350K |
| Compass Financial Group, INC | 0.04% | No change | 468 | $350K |
| Souders Financial Advisors | 0.04% | New | 468 | $350K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -11.1% | 467 | $350K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | Add +2.4% | 467 | $349K |
| Shotwell Rutter Baer Inc | 0.19% | Reduce -1.7% | 466 | $349K |
| Pacific Sage Partners, LLC | 0.05% | Add +7.4% | 465 | $348K |
| Argus Investors' Counsel, Inc. | 0.27% | Reduce -2.1% | 464 | $347K |
| Letson Investment Management, Inc. | 0.13% | Reduce -8.5% | 462 | $346K |
| Blue Zone Wealth Advisors, LLC | 0.06% | Reduce -9.9% | 462 | $346K |
| Redwood Park Advisors LLC | 0.25% | Add +0.4% | 462 | $346K |
| Citrine Capital LLC | 0.13% | Add +4.3% | 461 | $345K |
| Investment Counsel Co. of Nevada | 0.64% | No change | 461 | $345K |
| Hoey Investments, Inc. | 0.05% | No change | 460 | $344K |
| Ciovacco Capital Management LLC | 0.15% | No change | 459 | $344K |
| Weitzel Financial Services, Inc. | 0.12% | New | 459 | $343K |
| Arcadia Wealth Management, LLC | 0.11% | Add +6.3% | 457 | $342K |
| IMZ Advisory Inc | 0.11% | Reduce -38.9% | 457 | $342K |
| Prospera Capital Management, LLC | 0.11% | New | 453 | $342K |
| Rochester Wealth Strategies, LLC | 0.19% | No change | 455 | $341K |
| Independent Wealth Advisors LLC | 0.31% | Add +0.2% | 455 | $341K |
| Mid-American Wealth Advisory Group, Inc. | 0.12% | Reduce -12.9% | 454 | $340K |
| BLVD Private Wealth, LLC | 0.25% | Reduce -1.1% | 453 | $339K |
| Lynch Investment Planning, LLC | 0.26% | Add +0.2% | 452 | $339K |
| First Wilshire Securities Management Inc. | 0.07% | No change | 452 | $338K |
| Westco Advisory Services Inc. | 0.20% | Reduce -0.7% | 451 | $338K |
| Carolina Wealth Management Inc | 0.16% | — | 451 | $338K |
| Ellerson Group Inc. | 0.20% | No change | 450 | $337K |
| Financial Alternatives, Inc | 0.17% | Reduce -13.1% | 450 | $337K |
| Fairfield, Bush & Co. | 0.17% | No change | 450 | $337K |
| S&A Financial Services, Inc. | 0.21% | No change | 449 | $336K |
| Encompass More Asset Management | 0.05% | No change | 449 | $336K |
| Hills Bank & Trust Co | 0.01% | Add +12.0% | 447 | $335K |
| Allied Investment Advisors, LLC | 0.04% | Add +4.2% | 446 | $334K |
| MTM Investment Management, LLC | 0.10% | No change | 446 | $334K |
| SFG Wealth Management, LLC. | 0.12% | Reduce -21.0% | 445 | $333K |
| Accredited Investor Services, LLC | 0.19% | Reduce -13.4% | 445 | $333K |
| Northstar Asset Management Inc. | 0.10% | Reduce -8.3% | 445 | $333K |
| Swisher Financial Concepts, Inc. | 0.21% | Add +2.3% | 443 | $332K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 442 | $331K |
| SevenBridge Financial Group, LLC | 0.05% | Reduce -1.6% | 426 | $331K |
| Xcel Wealth Management, LLC | 0.08% | Reduce -7.6% | 440 | $330K |
| Catalyst Investment Management LLC | 0.30% | New | 439 | $329K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.26% | No change | 436 | $327K |
| Sicart Associates LLC | 0.08% | No change | 436 | $327K |
| Turim 21 Investimentos Ltda. | 0.05% | No change | 436 | $327K |
| Avenir Corp. | 0.04% | New | 436 | $327K |
| Carnegie Lake Advisors LLC | 0.12% | No change | 436 | $327K |
| Capstone Wealth Management Group, Inc. | 0.20% | — | 435 | $326K |
| Zinnia Wealth Advisory, LLC | 0.33% | No change | 435 | $326K |
| Alhambra Investment Management LLC | 0.14% | Add +0.9% | 434 | $325K |
| Terra Nova Asset Management LLC | 0.20% | Add +0.2% | 433 | $324K |
| Ranch Capital Advisors Inc. | 0.10% | Add +0.2% | 432 | $324K |
| Fidelity D & D Bancorp Inc. | 0.11% | Reduce -3.2% | 429 | $321K |
| Main Management LLC | 0.02% | No change | 428 | $321K |
| Yardley Wealth Management LLC | 0.15% | Reduce -5.9% | 428 | $321K |
| Eaton-Cambridge Inc. | 0.09% | No change | 428 | $321K |
| Myecfo, LLC | 0.12% | No change | 428 | $320K |
| Concentrum Wealth Management | 0.08% | Reduce -16.4% | 427 | $320K |
| Proffitt & Goodson Inc. | 0.04% | No change | 426 | $319K |
| Schwallier Wealth Management LLC | 0.20% | Add +0.2% | 426 | $319K |
| United Financial Planning Group LLC | 0.16% | Add +0.2% | 426 | $319K |
| Slocum, Gordon & Co LLP | 0.21% | No change | 425 | $318K |
| Legacy Capital Wealth Management, LLC | 0.15% | New | 425 | $318K |
| Unified Investment Management | 0.30% | Add +12.8% | 424 | $318K |
| Brian Low Financial Group, LLC | 0.19% | Add +13.4% | 424 | $318K |
| Empire Financial Management Company, LLC | 0.13% | Reduce -0.7% | 424 | $318K |
| Coston, McIsaac & Partners | 0.06% | Reduce -5.8% | 424 | $317K |
| Vaughan David Investments LLC | 0.01% | Add +31.4% | 423 | $317K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Add +0.2% | 423 | $317K |
| KKM Financial LLC | 0.04% | Reduce -93.7% | 423 | $317K |
| Peak Wealth Management LLC | 0.22% | No change | 420 | $315K |
| Tiller Private Wealth, Inc. | 0.10% | No change | 420 | $315K |
| Cascade Investment Advisors, Inc. | 0.17% | Reduce -2.3% | 419 | $314K |
| CarsonAllaria Wealth Management, Ltd. | 0.14% | Reduce -0.7% | 418 | $313K |
| Balanced Rock Investment Advisors LLC | 0.20% | Add +18.1% | 418 | $313K |
| Aljian Capital Management, LLC | 0.06% | Reduce -5.6% | 418 | $313K |
| Armstrong Henry H Associates Inc. | 0.03% | No change | 417 | $312K |
| Ssa Swiss Advisors AG | 0.12% | Reduce -6.7% | 415 | $311K |
| Intellectus Partners, LLC | 0.05% | No change | 414 | $310K |
| Nautilus Advisors LLC | 0.18% | Add +6.5% | 408 | $309K |
| von Borstel & Associates, Inc. | 0.06% | Add +0.2% | 412 | $309K |
| Northern Financial Advisors Inc | 0.20% | No change | 409 | $306K |
| Hidden Cove Wealth Management, LLC | 0.17% | Add +3.5% | 409 | $306K |
| Towerpoint Wealth, LLC | 0.11% | Add +14.3% | 407 | $305K |
| Define Financial, LLC | 0.14% | Reduce -22.0% | 407 | $305K |
| Cedar Point Capital Partners, LLC | 0.18% | No change | 407 | $305K |
| Reliant Wealth Planning | 0.08% | No change | 406 | $304K |
| ShoreHaven Wealth Partners, LLC | 0.10% | Add +0.3% | 406 | $304K |
| Bernard Wealth Management Corp. | 0.11% | Reduce -3.8% | 405 | $303K |
| Northstar Financial Companies, Inc. | 0.20% | No change | 405 | $303K |
| Citizens & Northern Corp. | 0.07% | No change | 405 | $303K |
| Midwest Financial Group LLC | 0.11% | No change | 403 | $302K |
| Financial Harvest, LLC | 0.12% | Reduce -1.7% | 403 | $302K |
| Graham Capital Wealth Management, LLC | 0.23% | No change | 402 | $301K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.07% | Reduce -95.9% | 3,154 | $301K |
| DiPaolo Financial Group, Inc. | 0.20% | Reduce -19.5% | 400 | $300K |
| Aull & Monroe Investment Management Corp | 0.13% | No change | 400 | $300K |
| Provident Wealth Management, LLC | 0.08% | No change | 399 | $299K |
| Split Rock Private Trading & Wealth Management, LLC | 0.20% | Reduce -1.5% | 399 | $299K |
| Riverview Capital Advisers, LLC | 0.09% | Add +0.3% | 398 | $298K |
| Shayne & Jacobs, LLC | 0.09% | Reduce -9.2% | 397 | $297K |
| Seamount Financial Group Inc. | 0.12% | Add +0.3% | 396 | $296K |
| Robinson Smith Wealth Advisors LLC | 0.18% | No change | 396 | $296K |
| Echo45 Advisors LLC | 0.15% | No change | 395 | $296K |
| Bauman Advisory Group, LLC | 0.16% | Add +24.2% | 395 | $296K |
| Vermillion Wealth Management, Inc. | 0.07% | Reduce -19.9% | 395 | $296K |
| Clark Wealth Partners | 0.17% | Add +0.5% | 391 | $293K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.08% | Reduce -32.7% | 391 | $293K |
| ForthRight Wealth Management, LLC | 0.07% | No change | 391 | $293K |
| Clifford Group, LLC | 0.20% | Reduce -19.4% | 390 | $292K |
| Horizon Advisory Services, Inc. | 0.12% | Add +0.5% | 390 | $292K |
| Cpwa, LLC | 0.34% | Add +0.3% | 389 | $291K |
| Elevation Advisory Partners LLC | 0.30% | Reduce -45.8% | 390 | $291K |
| Endowment Wealth Management, Inc. | 0.11% | New | 388 | $291K |
| Pine Harbor Wealth Management, LLC | 0.08% | No change | 387 | $290K |
| Haven Private, LLC | 0.11% | New | 386 | $289K |
| Darwin Wealth Management, LLC | 0.08% | Add +0.3% | 385 | $289K |
| Dupree Financial Group, LLC | 0.11% | Reduce -0.3% | 385 | $289K |
| Merrion Investment Management Co, LLC | 0.14% | No change | 382 | $286K |
| Ankerstar Wealth, LLC | 0.24% | Add +2.7% | 382 | $286K |
| Wealth Analytics Partners, LLC | 0.10% | No change | 378 | $285K |
| Rwwm, Inc. | 0.02% | Reduce -2.8% | 381 | $285K |
| Professional Financial Advisors, LLC | 0.05% | Add +0.3% | 380 | $284K |
| Tulsa Wealth Advisors, INC | 0.04% | Add +10.8% | 379 | $284K |
| Taylor Hoffman Capital Management LLC | 0.07% | Reduce -0.8% | 379 | $284K |
| Alaska Wealth Advisors, LLC | 0.03% | Reduce -24.1% | 379 | $284K |
| KRM Wealth Management L.L.C. | 0.12% | Add +18.8% | 379 | $284K |
| Grantvest Financial Group LLC | 0.16% | New | 379 | $283K |
| RFG Holdings, Inc. | 0.06% | Add +2.4% | 378 | $283K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.23% | New | 377 | $282K |
| Columbia River Financial Group, LLC | 0.15% | Reduce -9.0% | 376 | $282K |
| 4WEALTH Advisors, Inc. | 0.22% | No change | 378 | $282K |
| Morgan Dempsey Capital Management LLC | 0.12% | No change | 375 | $281K |
| Guardian Wealth Advisors, LLC | 0.14% | Add +2.5% | 372 | $279K |
| Planning Directions Inc. | 0.13% | New | 372 | $278K |
| White & Co Financial Planning Inc | 0.17% | No change | 370 | $277K |
| Capital Wealth Management, LLC | 0.07% | No change | 370 | $277K |
| Uniting Wealth Partners, LLC | 0.06% | Reduce -3.6% | 370 | $277K |
| Redwood Family Wealth LLC | 0.25% | Add +1.4% | 369 | $277K |
| AJ Advisors, LLC | 0.09% | Reduce -0.8% | 369 | $276K |
| Ruedi Wealth Management, Inc. | 0.06% | New | 368 | $276K |
| Abbot Financial Management, Inc. | 0.10% | No change | 368 | $276K |
| Tassel Capital Management, Inc. | 0.13% | Add +6.0% | 368 | $276K |
| Crescent Sterling, Ltd. | 0.25% | Add +13.3% | 367 | $275K |
| Rooted Wealth Advisors, Inc. | 0.07% | Reduce -26.3% | 367 | $275K |
| Advocate Group LLC | 0.04% | Reduce -11.1% | 367 | $275K |
| MontVue Capital Management, Inc. | 0.16% | New | 366 | $274K |
| Wealthstar Advisors, LLC | 0.14% | Add +4.3% | 366 | $274K |
| Columbia Advisory Partners LLC | 0.15% | Add +11.6% | 365 | $273K |
| One Plus One Wealth Management, LLC | 0.12% | Reduce -11.4% | 365 | $273K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 365 | $273K |
| Whitaker-Myers Wealth Managers, LTD. | 0.05% | New | 364 | $273K |
| Prosperity Advisers, LLC | 0.20% | No change | 363 | $272K |
| Heritage Wealth Management, Inc. | 0.14% | No change | 363 | $272K |
| Aft, Forsyth & Company, Inc. | 0.13% | Add +0.3% | 362 | $272K |
| LaFleur & Godfrey LLC | 0.03% | No change | 362 | $271K |
| Raub Brock Capital Management LP | 0.07% | New | 361 | $271K |
| Dumont & Blake Investment Advisors LLC | 0.06% | Reduce -4.0% | 361 | $270K |
| Wallace Capital Management Inc. | 0.03% | No change | 360 | $270K |
| Tower Wealth Partners, Inc. | 0.13% | New | 360 | $270K |
| Inlet Private Wealth, LLC | 0.07% | No change | 359 | $269K |
| Plotkin Financial Advisors, LLC | 0.11% | No change | 359 | $269K |
| Financial Management, Inc. | 0.22% | Reduce -3.2% | 359 | $269K |
| Financial & Tax Architects, LLC | 0.06% | New | 358 | $268K |
| Prosperitas Financial LLC | 0.09% | Reduce -7.3% | 358 | $268K |
| IFC & Insurance Marketing, Inc. | 0.24% | Add +16.3% | 357 | $267K |
| Legacy Capital Group California, Inc. | 0.08% | No change | 355 | $266K |
| Penobscot Wealth Management | 0.07% | New | 355 | $266K |
| Portus Wealth Advisors, LLC | 0.22% | No change | 355 | $266K |
| Opinicus Capital, Inc. | 0.14% | Add +0.3% | 354 | $265K |
| Schiavi & Co LLC | 0.07% | Reduce -3.0% | 354 | $265K |
| Fielder Capital Group LLC | 0.06% | Add +8.6% | 354 | $265K |
| IF Advisors, LLC | 0.17% | No change | 353 | $264K |
| Kingdom Financial Group LLC. | 0.07% | Reduce -12.2% | 352 | $264K |
| Rise Advisors, LLC | 0.07% | Add +0.9% | 352 | $264K |
| Spectrum Planning & Advisory Services Inc. | 0.12% | Add +12.5% | 352 | $264K |
| Welch Financial Planning, LLC | 0.15% | No change | 351 | $263K |
| Retirement Solution LLC | 0.05% | New | 351 | $263K |
| United Asset Strategies, Inc. | 0.02% | Add +4.8% | 351 | $263K |
| Blue Square Asset Management, LLC | 0.11% | Reduce -30.6% | 350 | $262K |
| 3Chopt Investment Partners, LLC | 0.05% | New | 350 | $262K |
| Baron Wealth Management LLC | 0.07% | No change | 349 | $262K |
| Darden Wealth Group Inc | 0.10% | No change | 349 | $261K |
| Ridgeline Wealth, LLC | 0.15% | Reduce -3.9% | 349 | $261K |
| Tamar Securities, LLC | 0.02% | New | 346 | $259K |
| Widmann Financial Services, Inc. | 0.14% | No change | 346 | $259K |
| Sendero Wealth Management, LLC | 0.03% | Reduce -2.5% | 346 | $259K |
| Base Wealth Management LLC | 0.12% | No change | 345 | $259K |
| Expressive Wealth LLC | 0.24% | No change | 345 | $258K |
| MilWealth Group LLC | 0.05% | Reduce -40.5% | 344 | $258K |
| OneAscent Wealth Management LLC | 0.08% | New | 342 | $256K |
| Axecap Investments, LLC | 0.14% | Reduce -6.8% | 340 | $255K |
| McCollum Christoferson Group LLC | 0.07% | Reduce -22.7% | 340 | $255K |
| AAFMAA Wealth Management & Trust LLC | 0.09% | New | 339 | $254K |
| LPWM LLC | 0.06% | No change | 337 | $253K |
| Ferguson Shapiro LLC | 0.07% | Add +0.9% | 337 | $252K |
| Altura Wealth Advisors Inc. | 0.09% | Add +5.3% | 337 | $252K |
| Vannoy Advisory Group, Inc. | 0.14% | No change | 336 | $252K |
| Nicholson Wealth Management Group, LLC | 0.15% | No change | 335 | $251K |
| Winning Points Advisors, LLC | 0.33% | No change | 335 | $251K |
| Paragon Private Wealth Management, LLC | 0.07% | No change | 334 | $250K |
| Tortuga Wealth Management, Inc | 0.19% | No change | 332 | $249K |
| Bank & Trust Co | 0.16% | No change | 333 | $249K |
| Bannerstone Capital Management, LLC | 0.21% | Reduce -5.1% | 332 | $249K |
| Murphy & Mullick Capital Management Corp | 0.15% | No change | 331 | $248K |
| Wynn Capital, LLC | 0.11% | No change | 331 | $248K |
| Powell Investment Advisors, LLC | 0.08% | Add +10.7% | 330 | $247K |
| McGowan Group Asset Management, Inc. | 0.03% | No change | 329 | $246K |
| Braun-Bostich & Associates Inc. | 0.14% | No change | 329 | $246K |
| Cooper Capital Advisors LLC | 0.11% | No change | 329 | $246K |
| Jacobs & Co. | 0.02% | No change | 329 | $246K |
| First International Bank of Israel Ltd. | 0.07% | New | 1,170 | $245K |
| Roberts Financial Services LLC | 0.07% | Reduce -1.8% | 327 | $245K |
| Nichols & Pratt Advisers LLP | 0.01% | No change | 327 | $245K |
| Cannon Advisors, Inc. | 0.15% | Reduce -55.2% | 324 | $244K |
| Altrius Capital Management Inc | 0.05% | Reduce -39.7% | 326 | $244K |
| Clarus Group, Inc. | 0.08% | Add +0.3% | 326 | $244K |
| Yousif Capital Management, LLC | 0.00% | No change | 325 | $243K |
| United Wealth Management, LLC | 0.05% | No change | 323 | $242K |
| Level Wealth Management LLC | 0.10% | No change | 323 | $242K |
| KTF Investments, LLC | 0.02% | No change | 322 | $241K |
| Quantum Financial Planning Services, Inc. | 0.07% | Add +0.3% | 322 | $241K |
| Security National Bank of Sioux City Iowa | 0.10% | New | 321 | $240K |
| Heritage Investors Management Corp. | 0.01% | Reduce -11.1% | 320 | $240K |
| Chai Trust Co. LLC | 0.02% | New | 320 | $240K |
| Dock Street Asset Management Inc. | 0.02% | Reduce -39.9% | 317 | $237K |
| SS&H Financial Advisors, Inc. | 0.06% | — | 316 | $237K |
| Flagship Capital Management Inc. | 0.15% | No change | 316 | $237K |
| 360 Financial, Inc. | 0.06% | No change | 315 | $236K |
| Boomfish Wealth Group, LLC | 0.11% | No change | 315 | $236K |
| Joule Financial, LLC | 0.06% | Reduce -1.9% | 314 | $235K |
| Wealthcare Capital Partners, LLC | 0.10% | New | 313 | $235K |
| SageGuard Financial Group, LLC | 0.03% | Reduce -45.6% | 313 | $234K |
| Fearless Solutions, LLC dba Best Invest | 0.12% | New | 313 | $234K |
| Weinberger Asset Management, Inc | 0.08% | No change | 312 | $234K |
| Byrne Asset Management LLC | 0.13% | Add +0.3% | 311 | $233K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.04% | Reduce -6.0% | 311 | $233K |
| Hartford Financial Management Inc. | 0.05% | Add +187.0% | 310 | $232K |
| Riggs Asset Managment Co. Inc. | 0.04% | Reduce -3.1% | 309 | $231K |
| Sherman Wealth Management LLC | 0.17% | Add +0.3% | 309 | $231K |
| Great Lakes Retirement, Inc. | 0.02% | Reduce -65.5% | 309 | $231K |
| Partners Wealth Management, LLC | 0.23% | No change | 308 | $231K |
| Global Trust Wealth Management LLC | 0.16% | Reduce -21.2% | 308 | $231K |
| Paragon Advisors, LLC | 0.05% | New | 308 | $231K |
| Valpey Financial Services, LLC | 0.14% | Reduce -4.1% | 307 | $230K |
| Bravias Capital Group, LLC | 0.14% | New | 306 | $229K |
| Burk Holdings LLC | 0.08% | Reduce -1.3% | 306 | $229K |
| V2 Financial group LLC | 0.08% | New | 304 | $228K |
| PCB Capital LLC | 0.28% | New | 304 | $228K |
| Christine Messmer PC | 0.13% | New | 304 | $228K |
| Cedar Mountain Advisors, LLC | 0.04% | Add +12.6% | 303 | $227K |
| Krane Financial Solutions LLC | 0.14% | New | 302 | $226K |
| Atlas Wealth LLC | 0.04% | New | 301 | $225K |
| Aberdeen Wealth Management LLC | 0.11% | Reduce -65.9% | 300 | $225K |
| Navigation Group, LLC | 0.04% | New | 300 | $225K |
| Trust Co of Kansas | 0.11% | New | 299 | $224K |
| Guild Investment Management, Inc. | 0.15% | New | 299 | $224K |
| Mission Hills Financial Advisory, LLC | 0.10% | Reduce -3.2% | 299 | $224K |
| Northeast Planning Associates, Inc. / NH / | 0.17% | New | 298 | $223K |
| Cottage Street Advisors LLC | 0.09% | New | 298 | $223K |
| Howard Bailey Securities, LLC | 0.08% | Reduce -80.6% | 297 | $223K |
| Calder Financial LLC | 0.21% | Reduce -24.9% | 296 | $222K |
| Three Bridge Wealth Advisors, LLC | 0.06% | New | 296 | $222K |
| DB&C Advisors, LLC | 0.24% | New | 296 | $222K |
| Waddell & Associates, LLC | 0.01% | New | 295 | $221K |
| Commons Capital, LLC | 0.15% | New | 294 | $220K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | New | 292 | $219K |
| Sylvest Advisors, LLC | 0.10% | New | 292 | $218K |
| Nova Wealth Management, Inc. | 0.12% | Reduce -15.9% | 291 | $218K |
| Ascent Wealth Partners, LLC | 0.02% | New | 291 | $218K |
| Evergreen Private Wealth LLC | 0.08% | No change | 289 | $217K |
| Vista Investment Partners LLC | 0.05% | New | 289 | $216K |
| Shira Ridge Wealth Management | 0.08% | Reduce -8.8% | 289 | $216K |
| Berkeley Capital Partners, LLC | 0.04% | New | 288 | $216K |
| Hilton Head Capital Partners, LLC | 0.11% | Reduce -5.3% | 288 | $216K |
| Total Wealth Planning & Management, Inc. | 0.16% | Reduce -29.6% | 288 | $216K |
| Allred Capital Management, LLC | 0.07% | New | 288 | $216K |
| Bell & Brown Wealth Advisors, LLC | 0.07% | New | 288 | $216K |
| RPg Family Wealth Advisory, LLC | 0.04% | Reduce -13.3% | 288 | $216K |
| Pacific Sun Financial Corp | 0.09% | New | 287 | $215K |
| Karras Company, Inc. | 0.20% | New | 287 | $215K |
| Shore Point Advisors, LLC | 0.07% | New | 287 | $215K |
| WPWealth LLP | 0.03% | New | 287 | $215K |
| Goodman Advisory Group, LLC | 0.05% | New | 287 | $215K |
| Bellevue Asset Management, LLC | 0.10% | No change | 286 | $215K |
| Pacific Asset Management, LLC | 0.11% | New | 286 | $214K |
| Lotus Asset Management LLC | 0.19% | — | 286 | $214K |
| Seros Financial, LLC | 0.11% | Reduce -32.1% | 284 | $213K |
| TKG Advisors, LLC | 0.07% | Reduce -22.4% | 284 | $213K |
| Brasada Capital Management, LP | 0.04% | New | 284 | $213K |
| Covestor Ltd | 0.12% | Add +6.4% | 283 | $212K |
| Hopwood Nicholas Hunter | 0.06% | Reduce -30.3% | 283 | $212K |
| Waycross Investment Management Co | 0.16% | New | 283 | $212K |
| Ni Acquisitions Company, LLC | 0.09% | — | 283 | $212K |
| ARK & TLK Investments, LLC | 0.05% | New | 283 | $212K |
| Walker Financial Services, Inc. | 0.07% | Reduce -42.6% | 282 | $211K |
| Kinloch Capital, LLC | 0.08% | New | 282 | $211K |
| APS Management Group, Inc. | 0.16% | New | 282 | $211K |
| Broadleaf Partners, LLC | 0.04% | New | 282 | $211K |
| Integrated Wealth Management | 0.22% | Reduce -73.6% | 282 | $211K |
| GFS Advisors, LLC | 0.02% | No change | 21,640 | $211K |
| Menora Mivtachim Holdings LTD. | 0.00% | New | 280 | $210K |
| Altar Rock LLC | 0.31% | New | 279 | $209K |
| Kennedy Investment Group, Inc. | 0.07% | New | 279 | $209K |
| Z3 Capital Partners, LLC | 0.04% | Reduce -30.8% | 279 | $209K |
| EnRich Financial Partners LLC | 0.05% | New | 278 | $208K |
| Wolff Financial Management LLC | 0.04% | Reduce -10.9% | 278 | $208K |
| Kingsbury Capital Investment Advisors LLC | 0.17% | New | 276 | $207K |
| KMT Wealth Management, LLC | 0.17% | Reduce -99.7% | 276 | $207K |
| Pegasus Asset Management, Inc. | 0.06% | New | 276 | $207K |
| Capital Investment Counsel, Inc | 0.02% | Reduce -4.2% | 276 | $206K |
| Saxony Capital Management, LLC | 0.09% | New | 276 | $206K |
| Causey Wealth LLC | 0.08% | New | 275 | $206K |
| Quarry Hill Advisors, LLC | 0.08% | Reduce -5.2% | 275 | $206K |
| Summa Corp. | 0.06% | Reduce -16.9% | 275 | $206K |
| Five Pine Wealth Management | 0.12% | New | 274 | $206K |
| Perkins Coie Trust Co | 0.03% | No change | 273 | $204K |
| Tripletail Wealth Management, LLC | 0.24% | No change | 273 | $204K |
| MTM Financial Group, LLC | 0.09% | New | 272 | $204K |
| Decker Retirement Planning Inc. | 0.07% | Add +13500.0% | 272 | $204K |
| Millstone Evans Group, LLC | 0.11% | Reduce -0.7% | 272 | $204K |
| Permanent Capital Management, LP | 0.03% | New | 272 | $204K |
| Davidson Kahn Capital Management, LLC | 0.09% | New | 272 | $203K |
| Aire Advisors, LLC | 0.03% | New | 271 | $203K |
| Greenfield Seitz Capital Management, LLC | 0.06% | New | 271 | $203K |
| Websterrogers Financial Advisors, LLC | 0.05% | New | 270 | $203K |
| Capasso Planning Partners LLC | 0.10% | New | 270 | $202K |
| IMG Wealth Management, Inc. | 0.11% | Add +52.5% | 270 | $202K |
| Kentucky Trust Co | 0.10% | No change | 270 | $202K |
| Hedeker Wealth, LLC | 0.04% | New | 270 | $202K |
| Veratis Advisors, Inc. | 0.14% | — | 269 | $201K |
| Glass Wealth Management Co LLC | 0.07% | New | 269 | $201K |
| Creative Capital Management Investments LLC | 0.05% | Add +108.5% | 269 | $201K |
| Hendershot Investments Inc. | 0.03% | New | 269 | $201K |
| Atala Financial Inc | 0.12% | New | 268 | $201K |
| Red Mountain Financial, LLC | 0.17% | New | 267 | $200K |
| Topsail Wealth Management, LLC | 0.03% | Add +52.3% | 265 | $198K |
| Friedenthal Financial | 0.09% | Add +0.4% | 262 | $196K |
| Pin Oak Investment Advisors Inc. | 0.14% | No change | 262 | $196K |
| LFA - Lugano Financial Advisors SA | 0.12% | No change | 257 | $192K |
| Marshall Investment Management, LLC | 0.08% | No change | 256 | $192K |
| Timbuktu Capital Management, LLC | 0.29% | — | 254 | $190K |
| Wolff Wiese Magana LLC | 0.09% | No change | 251 | $188K |
| Guardian Partners Inc. | 0.02% | New | 249 | $186K |
| RHL Group, LLC | 0.15% | No change | 246 | $184K |
| Urban Financial Advisory Corp | 0.05% | Reduce -8.5% | 237 | $178K |
| Leo H. Evart, Inc. | 0.14% | No change | 235 | $176K |
| Core Alternative Capital | 0.05% | No change | 235 | $176K |
| Insight Inv LLC | 0.08% | No change | 234 | $175K |
| Southern Michigan Bank & Trust | 0.06% | Reduce -96.2% | 234 | $175K |
| Westend Capital Management, LLC | 0.04% | Reduce -33.1% | 230 | $172K |
| Arjuna Capital | 0.04% | No change | 223 | $167K |
| SYM FINANCIAL Corp | 0.01% | Add +0.9% | 223 | $167K |
| Wellington-Altus USA Inc. | 0.12% | Reduce -28.1% | 253 | $165K |
| Kopp Family Office, LLC | 0.10% | Add +49.0% | 219 | $164K |
| ROSS\JOHNSON & Associates LLC | 2.54% | No change | 217 | $163K |
| Weaver Capital Management LLC | 0.04% | No change | 244 | $160K |
| Networth Advisors, LLC | 0.09% | Reduce -22.1% | 208 | $155K |
| Costello Asset Management, INC | 0.04% | No change | 199 | $149K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.10% | No change | 198 | $148K |
| CDKV Holdings LLC | 0.11% | No change | 196 | $147K |
| Robinswood Financial LLC | 0.04% | Add +0.5% | 195 | $146K |
| Morse Asset Management, Inc | 0.02% | Reduce -12.6% | 195 | $146K |
| MPWM Advisory Solutions, LLC | 0.07% | No change | 192 | $144K |
| Smallwood Wealth Investment Management, LLC | 0.06% | No change | 184 | $139K |
| Tounjian Advisory Partners, LLC | 0.06% | Reduce -91.0% | 180 | $135K |
| Boreal Capital Management LLC | 0.11% | No change | 175 | $131K |
| Prudent Man Investment Management, Inc. | 0.04% | No change | 191 | $131K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 171 | $128K |
| Gables Capital Management Inc. | 0.05% | No change | 168 | $126K |
| Cordant, Inc. | 0.04% | New | 165 | $124K |
| Private Wealth Management Group, LLC | 0.03% | Reduce -23.8% | 163 | $122K |
| Citizens National Bank Trust Department | 0.02% | No change | 162 | $121K |
| Midway Capital Research & Management | 0.10% | No change | 161 | $121K |
| Game Plan Financial Advisors, LLC | 0.05% | No change | 161 | $121K |
| Investors Portfolio Services LLC | 0.09% | No change | 160 | $120K |
| Anchor Bay Capital, Inc. | 0.06% | — | 150 | $117K |
| Benson Wealth Management INC | 0.11% | No change | 146 | $109K |
| Godsey & Gibb, Inc. | 0.01% | No change | 145 | $109K |
| Zeit Capital LLC | 0.06% | Add +104.3% | 143 | $107K |
| Heartland Advisors Inc. | 0.00% | No change | 140 | $105K |
| Go Invest LLC | 0.02% | Add +0.7% | 137 | $103K |
| NorthAvenue LLC | 0.07% | Add +11.5% | 136 | $102K |
| Strategic Investment Management, LLC | 0.03% | No change | 132 | $99K |
| Adirondack Trust Co. | 0.03% | No change | 131 | $98K |
| Kiker Wealth Management, LLC | 0.04% | Add +1500.0% | 128 | $96K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -7.3% | 128 | $96K |
| Evolution Advisers, Inc. | 0.03% | No change | 128 | $95K |
| Quaker Wealth Management, LLC | 0.03% | Reduce -3.1% | 126 | $94K |
| Conquis Financial LLC | 0.07% | No change | 123 | $92K |
| Bullseye Investment Management, LLC | 0.05% | Add +1.6% | 123 | $92K |
| Rakuten Securities, Inc. | 0.02% | Add +167.4% | 123 | $92K |
| Axiom Investment Management LLC | 0.06% | No change | 119 | $89K |
| StrongBox Wealth, LLC | 0.02% | New | 112 | $84K |
| BankChampaign, National Association | 0.06% | No change | 104 | $78K |
| Thompson Investment Management, Inc. | 0.01% | No change | 103 | $77K |
| Blume Capital Management, Inc. | 0.01% | No change | 100 | $75K |
| Hager Investment Management Services, LLC | 0.03% | Reduce -3.0% | 96 | $72K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 95 | $71K |
| Horizon Bancorp Inc. | 0.03% | No change | 94 | $70K |
| Wells Financial Advisors INC | 0.65% | Reduce -29.0% | 93 | $70K |
| Chesapeake Asset Management LLC | 0.05% | No change | 91 | $68K |
| Maryland Capital Advisors Inc. | 0.02% | — | 86 | $64K |
| Spectrum Wealth Advisory Group, LLC | 0.02% | New | 82 | $61K |
| Dorato Capital Management | 0.04% | No change | 80 | $61K |
| Oakmont Advisory Group, LLC | 0.05% | New | 76 | $57K |
| Sittner & Nelson, LLC | 0.02% | Add +36.4% | 75 | $56K |
| Prosperity Bancshares Inc | 0.04% | Add +14.1% | 73 | $55K |
| Rice Partnership, LLC | 0.01% | Reduce -52.7% | 69 | $52K |
| McGuire Capital Advisors Inc. | 0.03% | Add +195.7% | 68 | $51K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 67 | $50K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 66 | $49K |
| GS Investments, Inc. | 0.03% | Add +43.2% | 63 | $47K |
| Eukles Asset Management | 0.02% | No change | 59 | $44K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +40.5% | 59 | $44K |
| Pflug Koory, LLC | 0.02% | Add +16.7% | 56 | $42K |
| Cheviot Value Management, LLC | 0.00% | No change | 53 | $40K |
| Purpose Unlimited Inc. | 0.00% | Add +28.2% | 50 | $38K |
| Kennebec Savings Bank | 0.03% | Reduce -7.4% | 50 | $37K |
| Knuff & Co LLC | 0.01% | No change | 50 | $37K |
| Ulland Investment Advisors, LLC | 0.03% | Reduce -49.0% | 50 | $37K |
| Tower View Wealth Management LLC | 0.01% | No change | 44 | $33K |
| Allied Private Wealth LLC | 0.02% | — | 43 | $33K |
| Montgomery Financial Services LLC | 0.03% | — | 43 | $32K |
| John A. Wolfe & Associates, Inc. | 0.04% | No change | 42 | $31K |
| Park Square Financial Group, LLC | 0.28% | Reduce -31.7% | 41 | $31K |
| Advantage Trust Co | 0.01% | New | 39 | $29K |
| Burkett Financial Services, LLC | 0.01% | Reduce -67.3% | 37 | $28K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 37 | $28K |
| Sawyer & Company, Inc | 0.01% | Add +12.5% | 36 | $27K |
| Global Trust Asset Management, LLC | 0.01% | No change | 36 | $27K |
| Marquette Asset Management, LLC | 0.00% | Reduce -5.4% | 35 | $26K |
| Birchbrook, Inc. | 0.01% | Reduce -10.5% | 34 | $25K |
| Entrust Financial LLC | 0.02% | No change | 33 | $25K |
| Peterson Wealth Management | 0.01% | New | 31 | $23K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 30 | $22K |
| Carolina Wealth Advisors, LLC | 0.01% | New | 29 | $22K |
| Vima LLC | 0.02% | — | 27 | $20K |
| WealthCollab, LLC | 0.01% | No change | 24 | $18K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 24 | $18K |
| SWAN Capital LLC | 0.01% | New | 23 | $17K |
| Albion Financial Group | 0.00% | Reduce -86.8% | 22 | $17K |
| Asset Planning,Inc | 0.01% | No change | 22 | $16K |
| Accordant Advisory Group Inc | 0.01% | No change | 22 | $16K |
| Longview Financial Advisors LLC | 0.01% | No change | 22 | $16K |
| Osbon Capital Management LLC | 0.01% | No change | 22 | $16K |
| Quantum Portfolio Management LLC | 0.01% | New | 21 | $16K |
| XP Advisory US, Inc. | 0.01% | — | 19 | $14K |
| Bullock Wealth Management Group | 0.01% | Reduce -83.7% | 17 | $13K |
| Founders Capital Management | 0.01% | New | 17 | $13K |
| Imprint Wealth LLC | 0.05% | No change | 16 | $12K |
| Nvest Wealth Strategies, Inc. | 0.01% | No change | 14 | $10K |
| Horizon Financial Services, LLC | 0.00% | New | 14 | $10K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 14 | $10K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 14 | $10K |
| Logan Capital Management Inc. | 0.00% | — | 12 | $9K |
| Your Advocates Ltd., LLP | 0.00% | Reduce -75.4% | 16 | $8K |
| Vision Financial Markets LLC | 0.01% | No change | 11 | $8K |
| West Financial Advisors, LLC | 0.00% | No change | 10 | $7K |
| Spurstone Advisory Services, LLC | 0.06% | No change | 6 | $4K |
| Ball & Co Wealth Management Inc. | 0.00% | Add +33.3% | 4 | $3K |
| LM Advisors LLC | 0.01% | Add +51.5% | 2,707 | $2K |
| Nvwm, LLC | 0.00% | Reduce -94.7% | 2 | $1K |
| Chelsea Counsel Co. | 0.00% | No change | 1 | $749 |
"% 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.