iShares S&P 500 Growth ETFIVWETF
13F holders, Q1 2024 (March 31)1,599holders
5famous investors
$84.44avg. 13F price*
At the end of Q1 2024, 1,599 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($3.9B), Envestnet Asset Management Inc. ($2.8B) and Morgan Stanley ($2.6B). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares S&P 500 Growth ETF
- CUSIP
- 464287309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 130 | $392.3M |
| Exits | 72 | $73.8M |
Ownership 1,599 holders
| JPMorgan Chase & Co. | 0.35% | Add +1.5% | 46,660,015 | $3.9B |
| Envestnet Asset Management Inc. | 1.05% | Add +54.8% | 33,348,535 | $2.8B |
| Morgan Stanley | 0.21% | Add +5.6% | 31,370,520 | $2.6B |
| Bank of America Corp. | 0.15% | Add +2.1% | 17,808,363 | $1.5B |
| Wells Fargo & Company | 0.34% | Reduce -3.0% | 15,129,386 | $1.3B |
| Jones Financial Companies LLLP | 1.46% | Reduce -1.3% | 12,701,265 | $1.1B |
| LPL Financial LLC | 0.52% | Add +44.3% | 11,411,899 | $963.6M |
| Goldman Sachs Group Inc. | 0.17% | Reduce -4.6% | 9,651,025 | $814.9M |
| UBS Group AG | 0.26% | Reduce -0.2% | 9,307,580 | $785.9M |
| Stifel Financial Corp. | 0.70% | Add +4.6% | 7,286,705 | $615.3M |
| Ameriprise Financial Inc. | 0.16% | Reduce -3.2% | 6,895,706 | $582.0M |
| BlackRock Inc. | 0.01% | Add +50.0% | 5,437,079 | $459.1M |
| PNC Financial Services Group, Inc. | 0.30% | Add +2.2% | 5,129,327 | $433.1M |
| M&T Bank Corp | 1.49% | Reduce -2.0% | 5,054,349 | $426.8M |
| Cwm, LLC | 1.82% | Add +57.0% | 4,419,212 | $373.2M |
| Envestnet Portfolio Solutions, Inc. | 1.26% | Add +96.5% | 3,967,008 | $335.0M |
| Mariner, LLC | 0.65% | Reduce -0.4% | 3,742,665 | $316.0M |
| US Bancorp \de | 0.42% | Add +6.6% | 3,600,393 | $304.0M |
| Regions Financial Corp. | 1.94% | Reduce -1.4% | 3,021,309 | $255.1M |
| Commonwealth Equity Services, LLC | 0.42% | Add +6.2% | 3,007,626 | $254.0M |
| Royal Bank of Canada | 0.06% | Add +1.0% | 2,950,019 | $248.9M |
| Park Avenue Securities LLC | 2.89% | Add +145.0% | 2,649,963 | $223.8M |
| HB Wealth Management, LLC | 2.75% | Reduce -1.9% | 2,589,003 | $218.6M |
| FIL Ltd | 0.21% | New | 2,555,072 | $215.8M |
| Cetera Investment Advisers | 0.51% | Add +200.4% | 2,545,315 | $214.9M |
| Lido Advisors, LLC | 1.91% | Reduce -1.7% | 2,506,751 | $211.7M |
| Raymond James Financial Services Advisors, Inc. | 0.30% | Reduce -11.4% | 2,408,561 | $203.4M |
| FMR LLC | 0.01% | Reduce -0.3% | 2,158,551 | $182.3M |
| MML Investors Services, LLC | 0.74% | Add +95.8% | 2,116,938 | $178.8M |
| Raymond James & Associates | 0.12% | Add +1.9% | 2,111,674 | $178.3M |
| Osaic Holdings, Inc. | 0.33% | Reduce -54.5% | 1,761,712 | $148.8M |
| HighTower Advisors, LLC | 0.23% | Reduce -3.6% | 1,712,829 | $144.6M |
| Janney Montgomery Scott LLC | 0.42% | Add +92.5% | 1,670,404 | $141.0M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Reduce -2.7% | 1,640,739 | $138.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.91% | Add +3.0% | 1,512,417 | $127.7M |
| Smith Anglin Financial, LLC | 12.75% | Add +38.1% | 1,462,631 | $123.5M |
| Midland Wealth Advisors, LLC | 6.90% | Reduce -0.4% | 1,327,814 | $112.1M |
| Moneta Group Investment Advisors LLC | 1.72% | Add +46.9% | 1,247,199 | $105.3M |
| Two Sigma Investments, LP | 0.25% | Add +21.8% | 1,191,300 | $100.6M |
| Truist Financial Corp. | 0.15% | Add +12.1% | 1,175,802 | $99.3M |
| Thrivent Financial for Lutherans | 0.20% | Reduce -4.1% | 1,162,925 | $98.2M |
| Salomon & Ludwin, LLC | 8.27% | Reduce -4.3% | 1,138,623 | $96.1M |
| Comerica Bank | 0.40% | Reduce -0.7% | 1,100,132 | $92.9M |
| Rehmann Capital Advisory Group | 6.81% | Add +7.5% | 1,081,370 | $91.3M |
| Bank of New York Mellon Corp | 0.02% | Add +100.1% | 1,066,170 | $90.0M |
| Courier Capital LLC | 6.47% | Reduce -1.0% | 1,059,991 | $89.5M |
| United Capital Financial Advisors, LLC | 0.73% | Add +78.3% | 1,043,483 | $88.1M |
| Foundations Investment Advisors, LLC | 2.26% | Add +50.9% | 1,020,349 | $86.2M |
| Baird Financial Group, Inc. | 0.18% | Add +1.5% | 1,010,661 | $85.3M |
| LVZ, Inc. | 11.23% | Reduce -9.3% | 978,251 | $82.6M |
| Calamos Wealth Management LLC | 4.68% | Add +3.5% | 967,440 | $81.7M |
| MAI Capital Management | 0.84% | Add +8.5% | 957,104 | $80.8M |
| USA Financial Formulas | 12.36% | Add +5.5% | 902,698 | $76.2M |
| Fifth Third Bancorp | 0.30% | Reduce -4.9% | 897,959 | $75.8M |
| Modern Wealth Management, LLC | 6.60% | Reduce -6.3% | 841,325 | $71.0M |
| Keybank National Association | 0.29% | Add +0.3% | 834,222 | $70.4M |
| Valmark Advisers, Inc. | 1.20% | Reduce -1.6% | 816,514 | $68.9M |
| JB Capital LLC | 4.54% | Add +168.4% | 807,109 | $68.2M |
| NewEdge Advisors, LLC | 0.58% | Add +99.6% | 791,906 | $66.9M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Reduce -1.2% | 786,811 | $66.4M |
| Modera Wealth Management, LLC | 0.99% | Reduce -2.1% | 772,999 | $65.3M |
| Focus Partners Wealth | 0.52% | Add +132.7% | 752,896 | $63.6M |
| Praetorian Wealth Management, Inc. | 16.92% | Add +6.1% | 749,205 | $63.3M |
| OneDigital Investment Advisors LLC | 0.95% | Reduce -32.7% | 713,891 | $60.3M |
| Equitable Holdings, Inc. | 0.63% | Reduce -17.2% | 658,711 | $55.6M |
| Stegner Investment Associates Inc. | 40.68% | Reduce -3.7% | 657,847 | $55.5M |
| Northern Trust Corp. | 0.01% | Add +8.3% | 650,803 | $55.0M |
| Bank of Montreal | 0.02% | Reduce -9.5% | 637,164 | $54.1M |
| Arvest Trust Co. N A | 3.06% | Reduce -3.2% | 637,149 | $53.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.0% | 637,102 | $53.8M |
| Atria Wealth Solutions, Inc. | 0.56% | Add +30.4% | 591,293 | $49.9M |
| SilverOak Wealth Management LLC | 12.17% | Reduce -1.8% | 580,327 | $49.0M |
| Allworth Financial LP | 0.34% | Reduce -3.4% | 576,965 | $48.7M |
| Sigma Planning Corp | 1.47% | Add +151.4% | 554,831 | $46.8M |
| Avantax Advisory Services, Inc. | 0.41% | Add +59.5% | 551,873 | $46.6M |
| SCS Capital Management LLC | 0.99% | Reduce -30.0% | 551,503 | $46.6M |
| North Star Investment Management Corp. | 3.19% | Add +2.1% | 530,117 | $44.8M |
| First Hawaiian Bank | 1.39% | Reduce -16.1% | 529,498 | $44.7M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +0.1% | 528,291 | $44.6M |
| 1834 Investment Advisors Co. | 5.13% | Reduce -4.3% | 511,035 | $43.2M |
| Strategic Wealth Partners Group, LLC | 4.73% | Add +11.0% | 508,118 | $42.9M |
| Rockefeller Capital Management L.P. | 0.13% | Add +2.2% | 507,177 | $42.8M |
| Kestra Advisory Services, LLC | 0.28% | Add +16.3% | 499,503 | $42.2M |
| Platte River Wealth Advisors, LLC | 11.92% | Add +26.8% | 495,534 | $41.8M |
| Probity Advisors, Inc. | 8.54% | Reduce -2.8% | 489,157 | $41.3M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -13.9% | 480,097 | $41.3M |
| Creative Planning | 0.05% | Reduce -0.4% | 488,002 | $41.2M |
| Captrust Financial Advisors | 0.15% | Reduce -14.1% | 482,841 | $40.8M |
| Capital Advisors Inc. | 0.86% | Reduce -6.0% | 475,760 | $40.2M |
| Connecticut Wealth Management, LLC | 2.11% | Reduce -0.2% | 469,423 | $39.6M |
| AE Wealth Management LLC | 0.43% | Add +24.0% | 455,407 | $38.5M |
| Advocacy Wealth Management, LLC | 3.26% | Add +270.8% | 449,485 | $38.0M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +141.5% | 448,107 | $37.8M |
| Choreo, LLC | 0.97% | Reduce -6.4% | 445,321 | $37.6M |
| West Wealth Group, LLC | 13.43% | Add +488.1% | 429,416 | $36.3M |
| World Investment Advisors | 5.18% | Reduce -16.2% | 428,583 | $36.2M |
| Greenleaf Trust | 0.33% | Reduce -4.0% | 421,369 | $35.6M |
| Amarillo National Bank | 6.45% | Reduce -0.6% | 409,539 | $34.6M |
| Private Advisor Group, LLC | 0.25% | Add +3.0% | 406,343 | $34.3M |
| Financial Life Advisors | 13.99% | Reduce -3.3% | 395,968 | $33.4M |
| Peninsula Wealth, LLC | 6.66% | Add +69.9% | 395,443 | $33.4M |
| Pinkerton Wealth, LLC | 5.32% | Add +9.4% | 391,910 | $33.1M |
| Foundation Wealth Management, LLC | 26.97% | Add +3.2% | 391,809 | $33.1M |
| BOK Financial Private Wealth, Inc. | 2.39% | Reduce -9.4% | 379,525 | $32.0M |
| Atria Investments, Inc | 0.43% | Add +47.6% | 369,995 | $31.2M |
| Quantitative Strategies, Inc. | 17.88% | Reduce -13.7% | 367,806 | $31.1M |
| Busey Bank | 1.09% | Reduce -0.3% | 364,779 | $30.8M |
| Encompass Wealth Advisors, LLC | 8.16% | Reduce -0.3% | 361,799 | $30.6M |
| MV Capital Management, Inc. | 3.48% | Reduce -1.4% | 359,788 | $30.4M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -8.4% | 353,239 | $29.8M |
| Bokf, NA | 0.54% | Reduce -8.2% | 348,254 | $29.5M |
| Ewa, LLC | 13.23% | New | 347,503 | $29.4M |
| LMG Wealth Partners, LLC | 7.41% | Reduce -4.6% | 348,394 | $29.4M |
| Per Stirling Capital Management, LLC. | 4.89% | Add +42.5% | 347,102 | $29.3M |
| Clearstead Advisors, LLC | 1.45% | Add +2.6% | 344,461 | $29.2M |
| TD Private Client Wealth LLC | 0.95% | Reduce -6.3% | 342,965 | $29.0M |
| CreativeOne Wealth, LLC | 1.15% | Add +218.7% | 341,825 | $28.9M |
| Citigroup Inc. | 0.03% | Reduce -9.5% | 325,936 | $27.5M |
| Ameritas Investment Partners, Inc. | 0.94% | Reduce -12.1% | 325,343 | $27.5M |
| Austin Private Wealth, LLC | 3.12% | Add +179.6% | 321,677 | $27.1M |
| First Merchants Corp. | 2.00% | Reduce -2.6% | 314,702 | $26.6M |
| Sterling Investment Counsel, LLC | 12.05% | Add +1.7% | 308,945 | $26.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.66% | Reduce -4.0% | 305,596 | $25.8M |
| Pathstone Holdings, LLC | 0.12% | Reduce -0.4% | 302,249 | $25.5M |
| Clear Creek Financial Management, LLC | 3.25% | Reduce -3.9% | 300,378 | $25.4M |
| Silicon Valley Capital Partners | 3.70% | Reduce -2.9% | 293,727 | $24.8M |
| Lee Financial Co | 4.12% | Add +11.6% | 292,080 | $24.7M |
| Concurrent Investment Advisors, LLC | 1.00% | Add +16.9% | 290,579 | $24.5M |
| Principal Securities, Inc. | 0.75% | Reduce -34.0% | 286,898 | $24.2M |
| Calydon Capital | 4.44% | Add +0.1% | 277,570 | $23.5M |
| Droms Strauss Advisors Inc. /Mo/ | 8.52% | Add +0.6% | 275,619 | $23.3M |
| Kwmg, LLC | 2.54% | Reduce -1.1% | 274,833 | $23.2M |
| Blue Edge Capital, LLC | 3.87% | Add +7.1% | 274,013 | $23.1M |
| Csenge Advisory Group | 1.30% | Add +19.3% | 273,873 | $23.1M |
| Cerity Partners LLC | 0.06% | Reduce -0.6% | 267,918 | $22.6M |
| Icon Wealth Advisors, LLC | 2.09% | Add +128.0% | 266,242 | $22.5M |
| Corient Private Wealth LP | 0.04% | Add +3.9% | 264,325 | $22.3M |
| Derbend Asset Management | 10.95% | Add +4.2% | 263,331 | $22.2M |
| Saiph Capital, LLC | 10.32% | Add +4.1% | 262,695 | $22.2M |
| Two Sigma Advisers, LP | 0.05% | Reduce -61.9% | 259,900 | $21.9M |
| SPC Financial, Inc. | 2.04% | Reduce -1.0% | 256,925 | $21.7M |
| Cahill Financial Advisors Inc. | 2.92% | Reduce -4.3% | 253,640 | $21.4M |
| GHP Investment Advisors, Inc. | 1.05% | Reduce -2.1% | 251,936 | $21.3M |
| Powell Investment Advisors, LLC | 11.19% | Add +0.8% | 250,701 | $21.2M |
| Halpern Financial, Inc. | 6.13% | Reduce -2.2% | 250,404 | $21.1M |
| J.W. Cole Advisors, Inc. | 1.06% | Add +3.7% | 248,600 | $21.0M |
| Prudential Financial Inc. | 0.03% | Add +89.4% | 245,683 | $20.7M |
| Sei Investments Co. | 0.03% | Reduce -5.7% | 236,814 | $20.0M |
| ShoreHaven Wealth Partners, LLC | 10.84% | Reduce -8.8% | 233,372 | $19.7M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +2.3% | 231,562 | $19.6M |
| Integrated Wealth Concepts LLC | 0.28% | Add +1.1% | 230,322 | $19.5M |
| Western Wealth Management, LLC | 1.51% | Reduce -2.3% | 229,763 | $19.4M |
| Spire Wealth Management | 0.35% | Add +12.0% | 225,556 | $19.0M |
| Pettinga Financial Advisors LLC | 4.80% | Add +189.0% | 222,982 | $18.8M |
| BNP Paribas Financial Markets | 0.02% | Add +58.8% | 222,835 | $18.8M |
| Payden & Rygel Investment Group | 1.28% | — | 222,275 | $18.8M |
| Payden & Rygel | 1.28% | Reduce -29.8% | 222,275 | $18.8M |
| Composition Wealth, LLC | 0.47% | Reduce -1.3% | 222,111 | $18.8M |
| Cresset Asset Management, LLC | 0.09% | Add +8.0% | 219,718 | $18.6M |
| Stokes Family Office, LLC | 2.27% | Add +121.2% | 215,033 | $18.2M |
| Ameritas Advisory Services, LLC | 0.75% | Add +52.5% | 218,069 | $18.1M |
| UMB Bank, n.a. | 0.28% | Reduce -4.2% | 213,026 | $18.0M |
| Transform Wealth, LLC | 1.70% | Add +2.2% | 212,250 | $17.9M |
| Ifrah Financial Services, Inc. | 5.01% | Reduce -0.8% | 211,698 | $17.9M |
| Merit Financial Group, LLC | 0.42% | Add +87.7% | 209,412 | $17.5M |
| Invst, LLC | 2.07% | Add +4039.1% | 206,125 | $17.4M |
| Detalus Advisors, LLC | 6.14% | Add +13.1% | 204,003 | $17.2M |
| FAS Wealth Partners, Inc. | 1.51% | Reduce -2.5% | 201,879 | $17.0M |
| Independent Solutions Wealth Management, LLC | 4.00% | Reduce -6.0% | 199,144 | $16.8M |
| Avior Wealth Management, LLC | 0.78% | Add +0.1% | 197,678 | $16.7M |
| McMorgan & Co. LLC | 2.81% | Reduce -1.8% | 193,714 | $16.4M |
| Adaptive Financial Consulting, LLC | 7.29% | Add +0.3% | 193,486 | $16.3M |
| Gladstone Institutional Advisory LLC | 0.90% | Reduce -2.1% | 193,360 | $16.3M |
| DT Investment Partners, LLC | 1.65% | Add +15.0% | 192,820 | $16.3M |
| Guidance Point Advisors, LLC | 5.51% | Add +1.1% | 192,639 | $16.3M |
| Advisory Services Network, LLC | 0.36% | Add +13.9% | 191,261 | $16.2M |
| Security Financial Services, INC. | 3.64% | Add +65.0% | 191,190 | $16.1M |
| SteelPeak Wealth, LLC | 0.82% | Add +175.4% | 190,072 | $16.0M |
| Cullen/Frost Bankers, Inc. | 0.24% | Reduce -0.2% | 189,585 | $16.0M |
| Stone House Investment Management, LLC | 3.75% | Add +230.3% | 188,668 | $15.9M |
| Financial Advocates Investment Management | 0.91% | Reduce -0.1% | 183,642 | $15.6M |
| Asset Management One Co., Ltd. | 0.06% | Add +21.1% | 184,200 | $15.6M |
| Alera Investment Advisors, LLC | 2.10% | Reduce -18.8% | 183,632 | $15.5M |
| MA Private Wealth | 3.10% | Add +0.9% | 181,245 | $15.3M |
| Sunbelt Securities, Inc. | 1.70% | Reduce -4.9% | 180,569 | $15.2M |
| Evergreen Capital Management LLC | 0.58% | Reduce -6.8% | 180,213 | $15.2M |
| Wealth Alliance, LLC | 1.99% | Add +67.8% | 179,888 | $15.2M |
| Rodgers & Associates, LTD | 1.95% | Reduce -5.8% | 179,486 | $15.2M |
| Horst & Graben Wealth Management LLC | 3.08% | Add +120.5% | 179,074 | $15.1M |
| Stratos Wealth Partners, LTD. | 0.25% | Add +1.5% | 178,030 | $15.0M |
| Silvercrest Asset Management Group LLC | 0.10% | Reduce -0.0% | 174,686 | $14.8M |
| Blue Trust, Inc. | 0.21% | Add +130.9% | 173,014 | $14.6M |
| Ironwood Financial, llc | 3.33% | Reduce -0.3% | 171,754 | $14.5M |
| Prosperity Consulting Group, LLC | 1.82% | New | 171,745 | $14.5M |
| CX Institutional | 0.70% | Add +43.6% | 171,564 | $14.5M |
| Brookstone Capital Management | 0.26% | Add +51.0% | 169,143 | $14.3M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +115.4% | 166,785 | $14.1M |
| Orion Portfolio Solutions, LLC | 0.15% | Add +115.4% | 166,785 | $14.1M |
| Mesirow Financial Investment Management, Inc. | 0.32% | Add +1.1% | 166,652 | $14.1M |
| Graypoint LLC | 1.01% | Add +16.0% | 165,031 | $13.9M |
| Laird Norton Wetherby Trust Company, LLC | 1.88% | Reduce -1.3% | 164,492 | $13.9M |
| Sterling Financial Planning, Inc. | 5.62% | Reduce -4.9% | 164,244 | $13.9M |
| Bank Hapoalim BM | 1.86% | New | 163,000 | $13.8M |
| SageView Advisory Group, LLC | 0.69% | Add +929.9% | 108,229 | $13.8M |
| Sequoia Financial Advisors, LLC | 0.17% | Reduce -14.8% | 162,478 | $13.7M |
| Callan Family Office, LLC | 3.21% | Add +1.0% | 162,261 | $13.7M |
| Citizens Financial Group Inc. | 0.45% | Add +3.9% | 160,154 | $13.5M |
| Robertson Stephens Wealth Management, LLC | 0.74% | Add +4.9% | 159,977 | $13.5M |
| Peapack Gladstone Financial Corp. | 0.21% | Reduce -0.8% | 157,890 | $13.3M |
| Avantax Planning Partners, Inc. | 0.43% | Reduce -14.8% | 157,233 | $13.3M |
| One Wealth Advisors, LLC | 2.31% | Add +114.0% | 156,998 | $13.3M |
| Carl P. Sherr & Co., LLC | 7.46% | Reduce -0.7% | 156,616 | $13.2M |
| BBJS Financial Advisors, LLC | 4.71% | Reduce -6.7% | 156,381 | $13.2M |
| Capital Advisors, Ltd. LLC | 1.72% | Add +1.6% | 156,091 | $13.2M |
| Acropolis Investment Management, LLC | 0.86% | Reduce -1.1% | 156,040 | $13.2M |
| Trust Point Inc. | 1.01% | No change | 152,599 | $12.9M |
| Wealthspire Advisors, LLC | 0.17% | Add +5.5% | 146,932 | $12.4M |
| Camarda Financial Advisors, LLC | 4.95% | Reduce -2.9% | 144,943 | $12.2M |
| Kelly Financial Services LLC | 4.65% | Add +107.3% | 144,049 | $12.2M |
| LBMC Investment Advisors, LLC | 1.05% | Add +5.3% | 143,138 | $12.1M |
| Simplicity Wealth,LLC | 0.29% | Add +905.1% | 142,699 | $12.0M |
| First Heartland Consultants, Inc. | 1.25% | Add +19.6% | 142,123 | $12.0M |
| Capital Analysts, LLC | 0.56% | Reduce -0.9% | 141,182 | $11.9M |
| Instrumental Wealth, LLC | 5.19% | Reduce -11.9% | 135,168 | $11.9M |
| Global Retirement Partners, LLC | 0.44% | Add +12.9% | 141,041 | $11.9M |
| Avitas Wealth Management LLC | 1.80% | Reduce -25.7% | 140,485 | $11.9M |
| Willis Johnson & Associates, Inc. | 1.03% | Reduce -9.6% | 140,484 | $11.9M |
| Prime Capital Investment Advisors, LLC | 0.17% | Reduce -26.0% | 140,186 | $11.8M |
| Guardian Wealth Advisors, LLC | 7.63% | Reduce -6.0% | 139,063 | $11.7M |
| Perkins Coie Trust Co | 2.73% | Reduce -4.7% | 138,021 | $11.7M |
| Blair William & Co. | 0.04% | Add +1.4% | 136,152 | $11.5M |
| First Horizon Advisors, Inc. | 0.35% | Add +34.3% | 134,358 | $11.3M |
| Concourse Financial Group Securities, Inc. | 0.73% | Add +170.3% | 133,734 | $11.3M |
| Johnson Investment Counsel Inc. | 0.12% | Add +0.1% | 133,128 | $11.2M |
| Physician Wealth Advisors, Inc. | 2.35% | Add +184.8% | 135,352 | $11.2M |
| JFS Wealth Advisors, LLC | 0.88% | Reduce -1.9% | 131,327 | $11.1M |
| Traynor Capital Management, Inc. | 1.05% | Add +1.5% | 131,007 | $11.1M |
| Focus Financial Network, Inc. | 0.54% | — | 136,270 | $11.1M |
| Blue Zone Wealth Advisors, LLC | 3.79% | Reduce -3.5% | 130,554 | $11.0M |
| Horizon Family Wealth, Inc. | 8.48% | Reduce -3.5% | 130,295 | $11.0M |
| Centerpoint Advisors, LLC | 4.10% | Reduce -2.6% | 129,467 | $10.9M |
| Natixis Advisors, LLC | 0.03% | Add +23.2% | 128,679 | $10.9M |
| Nicolet Bankshares Inc. | 2.24% | Add +1.1% | 128,149 | $10.8M |
| High Falls Advisors, Inc | 2.71% | Add +42.9% | 127,333 | $10.8M |
| Townsquare Capital LLC | 0.16% | Add +77.8% | 126,694 | $10.7M |
| Argent Trust Co | 0.46% | Reduce -0.5% | 120,776 | $10.2M |
| Mutual Advisors, LLC | 0.32% | Add +3.7% | 119,812 | $10.1M |
| Ehrlich Financial Group | 8.47% | Add +21.5% | 119,095 | $10.1M |
| EPG Wealth Management LLC | 2.46% | Reduce -1.2% | 118,890 | $10.0M |
| Ieq Capital, LLC | 0.14% | Add +2.1% | 117,970 | $10.0M |
| Twin Focus Capital Partners, LLC | 1.90% | No change | 117,930 | $10.0M |
| RKL Wealth Management LLC | 0.98% | Reduce -1.1% | 117,526 | $9.9M |
| ONE Advisory Partners, LLC | 4.86% | Add +98.4% | 117,193 | $9.9M |
| Watts Gwilliam & Co., LLC | 3.05% | — | 115,763 | $9.9M |
| W Advisors, LLC | 6.75% | Add +2.9% | 116,603 | $9.8M |
| Florin Court Capital LLP | 8.34% | Reduce -24.8% | 114,600 | $9.7M |
| Pacific Financial Group Inc. | 6.61% | Reduce -1.3% | 113,426 | $9.6M |
| Barrett & Company, Inc. | 4.53% | Add +1.1% | 113,389 | $9.6M |
| PAX Financial Group, LLC | 1.92% | New | 113,170 | $9.6M |
| B. Riley Wealth Advisors, Inc. | 0.26% | Add +16.1% | 138,965 | $9.5M |
| Alliancebernstein L.P. | 0.00% | Add +26.3% | 112,840 | $9.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.45% | Reduce -4.0% | 112,123 | $9.5M |
| Farmers & Merchants Investments Inc. | 0.32% | Add +0.0% | 111,685 | $9.4M |
| Ashton Thomas Private Wealth, LLC | 0.54% | Add +15.4% | 111,278 | $9.4M |
| Asset Allocation Strategies LLC | 3.30% | Reduce -0.6% | 110,749 | $9.4M |
| EP Wealth Advisors, LLC | 0.11% | Reduce -4.0% | 110,016 | $9.3M |
| Fifth Third Securities, Inc. | 0.90% | Reduce -17.0% | 109,721 | $9.3M |
| Kestra Private Wealth Services, LLC | 0.21% | Add +30.8% | 109,103 | $9.2M |
| Keystone Financial Services | 3.99% | Add +95.8% | 108,358 | $9.1M |
| Howard Capital Management, LLC | 1.00% | Add +1.1% | 107,895 | $9.1M |
| YHB Investment Advisors, Inc. | 0.80% | Reduce -5.5% | 107,410 | $9.1M |
| Broadview Financial Management, LLC | 6.59% | Reduce -0.5% | 107,133 | $9.0M |
| United Bank | 1.08% | Add +72.6% | 106,858 | $9.0M |
| Farther Finance Advisors, LLC | 0.55% | Add +116.6% | 106,676 | $9.0M |
| WealthShield Partners, LLC | 1.44% | Add +57.9% | 105,638 | $8.9M |
| CIBC Private Wealth Group LLC | 0.02% | Add +18.3% | 104,736 | $8.9M |
| BKM Wealth Management, LLC | 3.80% | Add +2.3% | 104,775 | $8.8M |
| Peoples Bank | 4.92% | Reduce -8.6% | 104,496 | $8.8M |
| Legacy Financial Group LLC | 1.78% | New | 104,334 | $8.8M |
| First Financial Bank - Trust Division | 0.84% | Reduce -1.3% | 103,843 | $8.8M |
| HSBC Holdings PLC | 0.01% | Reduce -26.1% | 103,500 | $8.7M |
| Trek Financial, LLC | 0.69% | Add +167.8% | 103,069 | $8.7M |
| Hancock Whitney Corp. | 0.30% | Add +19.0% | 102,937 | $8.7M |
| Level Four Advisory Services, LLC | 0.48% | No change | 115,473 | $8.7M |
| Savant Capital, LLC | 0.10% | Reduce -12.5% | 101,232 | $8.5M |
| Keebeck Wealth Management | 1.25% | Add +68.5% | 100,933 | $8.5M |
| Great Valley Advisor Group, Inc. | 0.26% | Reduce -4.9% | 100,850 | $8.5M |
| Brown Advisory Inc. | 0.01% | Reduce -0.3% | 100,532 | $8.5M |
| Stratos Wealth Advisors, LLC | 0.50% | Add +35.1% | 100,438 | $8.5M |
| Tiaa Trust, National Association | 0.03% | Add +0.3% | 99,825 | $8.4M |
| Cypress Wealth Services, LLC | 1.96% | Add +78.9% | 99,733 | $8.4M |
| Simon Quick Advisors, LLC | 0.62% | Add +3.2% | 97,782 | $8.3M |
| Goelzer Investment Management, Inc. | 0.47% | Reduce -38.0% | 97,580 | $8.2M |
| Ascent Group, LLC | 0.72% | Add +577.4% | 97,395 | $8.2M |
| TSA Wealth Managment LLC | 3.58% | Add +84.6% | 97,358 | $8.2M |
| Kraft, Davis & Associates, LLC | 2.43% | Reduce -6.2% | 95,117 | $8.1M |
| Wellspring Financial Advisors, LLC | 1.27% | Reduce -5.8% | 95,462 | $8.1M |
| Signature Wealth Management Partners, LLC | 6.55% | Reduce -1.1% | 95,372 | $8.1M |
| Coldstream Capital Management Inc. | 0.20% | Add +5.0% | 95,349 | $8.1M |
| Perigon Wealth Management, LLC | 0.24% | Add +195.4% | 95,348 | $8.1M |
| Bleakley Financial Group, LLC | 0.23% | Add +3.9% | 94,975 | $8.0M |
| Apollon Wealth Management, LLC | 0.25% | Add +8.5% | 94,887 | $8.0M |
| Belpointe Asset Management LLC | 0.60% | Add +86.7% | 94,742 | $8.0M |
| Financial Perspectives, Inc | 3.01% | Add +3.4% | 94,043 | $7.9M |
| NorthRock Partners, LLC | 0.30% | Add +14.1% | 93,212 | $7.9M |
| Geneos Wealth Management Inc. | 0.36% | Add +0.2% | 93,192 | $7.9M |
| Cutler Group LLC / CA | 3.96% | New | 93,001 | $7.9M |
| IFP Advisors, Inc | 0.34% | Reduce -69.7% | 92,970 | $7.9M |
| KFG Wealth Management, LLC | 3.22% | Reduce -4.2% | 92,679 | $7.8M |
| Avestar Capital, LLC | 0.88% | New | 91,253 | $7.7M |
| D.A. Davidson & Co. | 0.07% | Reduce -3.7% | 90,321 | $7.6M |
| Summit Investment Advisory Services, LLC | 4.43% | Reduce -2.8% | 88,575 | $7.5M |
| Resolute Wealth Strategies, LLC | 4.51% | Reduce -29.7% | 88,214 | $7.4M |
| Rollins Financial Advisors, LLC | 1.39% | Reduce -13.0% | 87,390 | $7.4M |
| Higgins & Schmidt Wealth Strategies LLC | 5.43% | Reduce -1.4% | 87,127 | $7.4M |
| Ethos Financial Group, LLC | 1.41% | Add +0.2% | 87,024 | $7.3M |
| Associated Banc-Corp | 0.23% | Add +2.5% | 87,011 | $7.3M |
| Rothschild Wealth LLC | 2.57% | — | 86,308 | $7.3M |
| Element Pointe Advisors, LLC | 1.85% | No change | 85,692 | $7.2M |
| Tilson Financial Group, Inc. | 3.82% | Reduce -2.3% | 84,316 | $7.1M |
| Wilmington Savings Fund Society, FSB | 0.27% | — | 83,642 | $7.1M |
| Midwest Financial Group LLC | 4.73% | Add +60.1% | 83,440 | $7.0M |
| Exencial Wealth Advisors, LLC | 0.26% | Reduce -8.6% | 83,367 | $7.0M |
| Spectrum Wealth Counsel, LLC | 0.85% | Reduce -0.1% | 82,671 | $7.0M |
| Pinnacle Financial Partners Inc | 0.15% | Add +10.2% | 82,635 | $7.0M |
| Sonata Capital Group Inc. | 3.17% | Reduce -2.0% | 82,594 | $7.0M |
| Mayflower Financial Advisors, LLC | 1.16% | Add +48.7% | 82,254 | $6.9M |
| Gimbal Financial | 5.68% | Reduce -51.0% | 82,192 | $6.9M |
| Polianta Ltd | 3.35% | New | 81,500 | $6.9M |
| Harbour Investments, Inc. | 0.24% | Add +21.5% | 80,782 | $6.8M |
| GC Wealth Management RIA, LLC | 1.35% | Add +603.4% | 79,770 | $6.7M |
| Regal Investment Advisors LLC | 0.45% | Add +64.8% | 78,684 | $6.6M |
| Franklin Resources Inc. | 0.00% | Reduce -2.6% | 78,398 | $6.6M |
| Charter Oak Capital Management, LLC | 0.70% | Reduce -5.3% | 77,475 | $6.5M |
| Financial Management Network Inc. | 1.63% | Reduce -3.1% | 77,811 | $6.5M |
| Swmg, LLC | 2.89% | Add +143.9% | 76,110 | $6.4M |
| Bay Harbor Wealth Management, LLC | 2.31% | Add +167.0% | 76,045 | $6.4M |
| Buckingham Strategic Wealth, LLC | 0.07% | Reduce -2.4% | 75,820 | $6.4M |
| Family Asset Management, LLC | 3.98% | Reduce -0.8% | 75,230 | $6.4M |
| Vestor Capital, LLC | 0.54% | Reduce -1.2% | 75,092 | $6.3M |
| Private Wealth Advisors, LLC | 2.60% | Reduce -4.5% | 73,586 | $6.2M |
| AlTi Global, Inc. | 0.17% | Add +0.3% | 73,369 | $6.2M |
| Strategic Equity Management | 5.14% | Add +1.3% | 72,904 | $6.2M |
| Frontier Asset Management, LLC | 2.21% | Reduce -12.4% | 71,273 | $6.0M |
| Conning Inc. | 0.20% | Add +0.4% | 71,106 | $6.0M |
| Acas, LLC | 5.80% | Reduce -1.1% | 71,047 | $6.0M |
| Cahaba Wealth Management, Inc. | 0.53% | Reduce -1.4% | 69,483 | $5.9M |
| Ellis Investment Partners, LLC | 1.27% | Reduce -0.4% | 68,956 | $5.8M |
| Lansing Street Advisors | 2.60% | Add +36.6% | 68,518 | $5.8M |
| FineMark National Bank & Trust | 0.21% | Reduce -1.8% | 67,773 | $5.7M |
| Retirement Planning Group, LLC | 0.44% | Add +9.5% | 67,543 | $5.7M |
| Royal Fund Management, LLC | 0.66% | Reduce -70.3% | 67,311 | $5.7M |
| Arvest Investments, Inc. | 0.90% | Reduce -1.6% | 67,100 | $5.7M |
| Ascent Wealth Partners, LLC | 0.84% | Add +0.4% | 66,807 | $5.6M |
| Trustmark Bank Trust Department | 0.46% | No change | 66,629 | $5.6M |
| Sapient Capital LLC | 0.12% | Add +6.9% | 66,297 | $5.6M |
| Compton Wealth Advisory Group, LLC | 1.53% | Reduce -0.1% | 66,087 | $5.6M |
| Liberty Wealth Management LLC | 1.08% | Reduce -13.0% | 65,816 | $5.5M |
| Gryphon Financial Partners LLC | 0.94% | Reduce -1.3% | 65,301 | $5.5M |
| WealthPLAN Partners, LLC | 0.56% | Add +21.6% | 64,114 | $5.4M |
| Tobias Financial Advisors, Inc. | 1.23% | Reduce -0.9% | 64,094 | $5.4M |
| Dohj, LLC | 1.43% | Add +1.9% | 63,751 | $5.4M |
| Cranbrook Wealth Management, LLC | 1.36% | Reduce -2.0% | 63,542 | $5.4M |
| Edmonds Duncan Registered Investment Advisors, LLC | 1.34% | Reduce -2.4% | 63,152 | $5.3M |
| SigFig Wealth Management, LLC | 0.19% | Add +163.5% | 62,846 | $5.3M |
| Signature Estate & Investment Advisors LLC | 0.15% | Add +5.0% | 62,715 | $5.3M |
| Marshall Wace, LLP | 0.01% | New | 62,536 | $5.3M |
| Northstar Advisory Group, LLC | 3.18% | New | 61,967 | $5.2M |
| R. W. Roge & Company, Inc. | 3.15% | Reduce -2.7% | 62,024 | $5.2M |
| Peterson Wealth Advisors, LLC | 1.11% | Add +0.0% | 62,032 | $5.2M |
| Curi Capital, LLC | 0.12% | Add +2.4% | 61,919 | $5.2M |
| Glenmede Trust Co. NA | 0.03% | No change | 61,903 | $5.2M |
| Quotient Wealth Partners, LLC | 0.19% | Reduce -14.5% | 61,810 | $5.2M |
| Raymond James Trust N.A. | 0.13% | Reduce -0.4% | 61,628 | $5.2M |
| Patriot Investment Management Group, Inc. | 0.41% | Reduce -0.1% | 61,310 | $5.2M |
| Avid Wealth Partners LLC | 4.15% | New | 61,173 | $5.2M |
| Arrow Investment Advisors, LLC | 4.38% | Reduce -11.1% | 60,780 | $5.1M |
| Nottingham Advisors, Inc. | 0.62% | Reduce -5.0% | 60,372 | $5.1M |
| One Wealth Management Investment & Advisory Services, LLC | 2.09% | Add +81.0% | 60,337 | $5.1M |
| Heritage Wealth Advisors | 0.23% | Reduce -0.2% | 60,141 | $5.1M |
| Investment Advisory Group, LLC | 2.10% | Add +5.8% | 60,008 | $5.1M |
| Laurel Wealth Planning LLC | 3.33% | Reduce -1.1% | 59,404 | $5.0M |
| Capital Investment Advisory Services, LLC | 0.54% | Add +3.1% | 59,256 | $5.0M |
| Eagle Strategies LLC | 1.11% | Add +313.2% | 59,116 | $5.0M |
| Gallacher Capital Management LLC | 2.54% | Add +1.6% | 59,102 | $5.0M |
| Dogwood Wealth Management LLC | 3.37% | Add +5.5% | 59,048 | $5.0M |
| Park Place Capital Corp | 1.78% | Add +0.9% | 58,785 | $5.0M |
| Total Wealth Planning, LLC | 0.85% | Reduce -11.1% | 58,510 | $4.9M |
| Old Mission Investment Co LLC | 1.64% | Reduce -3.7% | 58,055 | $4.9M |
| Vertex Planning Partners, LLC | 1.35% | Add +340.2% | 57,922 | $4.9M |
| Tower Research Capital LLC (TRC) | 0.12% | Add +8554.6% | 57,899 | $4.9M |
| Wescott Financial Advisory Group, LLC | 0.61% | Add +6.9% | 57,861 | $4.9M |
| Assetmark, Inc. | 0.02% | Add +113.3% | 57,855 | $4.9M |
| Bryn Mawr Trust Advisors, LLC | 0.27% | Reduce -16.4% | 56,776 | $4.8M |
| Norden Group LLC | 0.97% | New | 56,773 | $4.8M |
| Dumont & Blake Investment Advisors LLC | 1.38% | Reduce -0.1% | 56,766 | $4.8M |
| Jackson Hole Capital Partners, LLC | 1.09% | Add +3.2% | 56,219 | $4.7M |
| Narwhal Capital Management | 0.46% | Reduce -0.0% | 56,000 | $4.7M |
| True Vision MN LLC | 3.31% | Add +180.1% | 56,896 | $4.7M |
| Investment Partners, LTD. | 2.10% | Reduce -0.0% | 54,749 | $4.6M |
| St. Clair Advisors, LLC | 1.50% | Add +0.0% | 54,680 | $4.6M |
| Evercore Wealth Management, LLC | 0.07% | No change | 54,629 | $4.6M |
| Northeast Financial Consultants Inc | 0.22% | Reduce -0.0% | 54,134 | $4.6M |
| Greenup Street Wealth Management LLC | 1.14% | Add +5.0% | 53,794 | $4.5M |
| Commerce Bank | 0.03% | Add +2.1% | 53,543 | $4.5M |
| Tradition Wealth Management, LLC | 0.46% | Add +107.0% | 53,540 | $4.5M |
| XML Financial, LLC | 0.46% | Reduce -0.5% | 53,478 | $4.5M |
| Power Wealth Management LLC | 2.83% | Add +0.8% | 53,334 | $4.5M |
| Cosner Financial Group, LLC | 3.23% | Add +0.8% | 53,321 | $4.5M |
| KPP Advisory Services LLC | 1.23% | New | 53,239 | $4.5M |
| Graves Light Lenhart Wealth, Inc. | 0.52% | Reduce -9.3% | 52,972 | $4.5M |
| Mill Creek Capital Advisors, LLC | 0.12% | Reduce -0.9% | 52,774 | $4.5M |
| StoneX Group Inc. | 0.40% | Reduce -10.7% | 52,596 | $4.4M |
| Quantinno Capital Management LP | 0.10% | Add +209.3% | 52,557 | $4.4M |
| Independent Financial Group, LLC | 0.20% | Reduce -9.4% | 52,349 | $4.4M |
| Nations Financial Group Inc, /Ia/ | 0.37% | Reduce -12.4% | 52,316 | $4.4M |
| Thomasville National Bank | 0.36% | Add +2.0% | 52,152 | $4.4M |
| NTV Asset Management LLC | 0.67% | Reduce -2.8% | 52,115 | $4.4M |
| Valley Wealth Managers, Inc. | 0.33% | Reduce -2.5% | 52,001 | $4.4M |
| Stordahl Capital Management, Inc. | 1.10% | Reduce -3.3% | 51,814 | $4.4M |
| Lincoln National Corp. | 0.07% | Add +93.7% | 51,637 | $4.4M |
| Old National Bancorp | 0.10% | Add +6.8% | 51,621 | $4.4M |
| Family Firm, Inc. | 1.06% | Add +0.1% | 51,539 | $4.4M |
| Nwam LLC | 0.35% | Add +14.9% | 51,456 | $4.3M |
| BTC Capital Management, Inc. | 0.39% | — | 50,658 | $4.3M |
| My Legacy Advisors, LLC | 1.43% | Add +131.4% | 50,422 | $4.3M |
| Aptus Capital Advisors, LLC | 0.09% | Add +3364.2% | 50,335 | $4.3M |
| Sharp Wealth Advisory, LLC | 3.94% | Add +9.4% | 50,130 | $4.2M |
| EWG Elevate Inc. | 1.61% | Add +751.0% | 49,986 | $4.2M |
| Commonwealth Financial Services, LLC | 0.99% | No change | 55,777 | $4.2M |
| Madrona Financial Services, LLC | 1.45% | Add +59.7% | 49,476 | $4.2M |
| Asset Management Group, Inc. | 0.63% | Add +0.1% | 49,288 | $4.2M |
| United Bank | 2.11% | Add +2.0% | 49,116 | $4.1M |
| RTD Financial Advisors, Inc. | 0.56% | Reduce -6.7% | 49,083 | $4.1M |
| Mission Wealth Management, LP | 0.11% | Add +25.3% | 48,850 | $4.1M |
| Legacy Advisory Services, LLC | 3.90% | Add +18.5% | 48,729 | $4.1M |
| Renasant Bank | 2.92% | Reduce -0.3% | 48,522 | $4.1M |
| Brighton Jones LLC | 0.15% | Add +2.5% | 48,266 | $4.1M |
| Stephens Inc. | 0.06% | Reduce -0.5% | 48,135 | $4.1M |
| Elevation Point Wealth Partners, LLC | 0.31% | Reduce -2.9% | 48,052 | $4.1M |
| Tactive Advisors, LLC | 2.15% | Reduce -25.8% | 47,957 | $4.0M |
| Winthrop Advisory Group LLC | 0.59% | Add +2911.1% | 47,936 | $4.0M |
| Gen-Wealth Partners Inc | 2.00% | — | 47,833 | $4.0M |
| Maxwell Wealth Strategies Inc. | 2.03% | Add +149.7% | 46,341 | $4.0M |
| Flagstar Securities, Inc. | 1.10% | Reduce -4.8% | 46,704 | $3.9M |
| Soltis Investment Advisors LLC | 0.44% | Add +7.0% | 46,457 | $3.9M |
| Brown Brothers Harriman & Co. | 0.03% | Add +106.8% | 46,338 | $3.9M |
| Next Capital Management LLC | 1.59% | Add +1.4% | 46,295 | $3.9M |
| Oxford Financial Group, LTD. LLC | 0.27% | No change | 45,907 | $3.9M |
| MSH Capital Advisors LLC | 1.36% | Reduce -3.6% | 45,720 | $3.9M |
| Wealthspan Partners, LLC | 2.26% | Reduce -7.3% | 45,400 | $3.8M |
| Lowe Brockenbrough & Co. Inc. | 0.26% | Reduce -31.3% | 45,130 | $3.8M |
| Vontobel Holding Ltd. | 0.03% | Reduce -6.2% | 45,094 | $3.8M |
| Atlas Private Wealth Management, LLC | 1.60% | Add +1.5% | 45,084 | $3.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.60% | Add +916.8% | 44,677 | $3.8M |
| Scissortail Wealth Management, LLC | 0.99% | New | 44,314 | $3.7M |
| Novare Capital Management LLC | 0.33% | Add +112.4% | 43,497 | $3.7M |
| Atlas Brown,Inc. | 1.33% | Reduce -3.8% | 43,326 | $3.7M |
| Householder Group Estate & Retirement Specialist, LLC | 1.08% | Add +3.7% | 42,971 | $3.6M |
| AMG National Trust Bank | 0.11% | Add +0.0% | 42,592 | $3.6M |
| Whittier Trust Co. | 0.05% | Reduce -0.8% | 42,028 | $3.5M |
| Apeiron RIA LLC | 1.02% | Add +30.8% | 41,892 | $3.5M |
| Dorsey & Whitney Trust CO LLC | 0.24% | Reduce -14.4% | 41,872 | $3.5M |
| Private Advisory Group LLC | 0.50% | Reduce -5.8% | 41,765 | $3.5M |
| Hilltop Wealth Advisors, LLC | 1.79% | Reduce -2.7% | 41,560 | $3.5M |
| Calamos Advisors LLC | 0.03% | Add +9.5% | 41,368 | $3.5M |
| Spirepoint Private Client, LLC | 0.53% | — | 41,362 | $3.5M |
| Gray Private Wealth, LLC | 2.28% | — | 40,983 | $3.5M |
| National Philanthropic Trust | 0.07% | No change | 40,593 | $3.4M |
| Sowell Financial Services LLC | 0.16% | Add +12.5% | 40,423 | $3.4M |
| Shared Vision Wealth Group LLC | 2.13% | Add +118.7% | 40,368 | $3.4M |
| Heritage Trust Co | 0.46% | Reduce -41.2% | 40,257 | $3.4M |
| Carret Asset Management, LLC | 0.40% | Add +2.2% | 40,061 | $3.4M |
| Objective Capital Management, LLC | 2.28% | Reduce -5.9% | 40,038 | $3.4M |
| Synovus Financial Corp. | 0.04% | Reduce -20.1% | 40,016 | $3.4M |
| Harbor Investment Advisory, LLC | 0.35% | Add +93.1% | 39,976 | $3.4M |
| Truepoint, Inc. | 0.10% | Reduce -0.2% | 39,933 | $3.4M |
| Smithfield Trust Co | 0.18% | Reduce -3.7% | 39,336 | $3.3M |
| Morris Financial Concepts, Inc. | 1.69% | No change | 39,101 | $3.3M |
| CoreCap Advisors, LLC | 0.17% | Add +68.3% | 38,654 | $3.3M |
| Bouvel Investment Partners, LLC | 1.40% | Reduce -1.0% | 38,501 | $3.3M |
| Centurion Wealth Management LLC | 1.28% | Add +91.9% | 38,446 | $3.2M |
| AdvisorNet Financial, Inc | 0.31% | Reduce -41.0% | 37,975 | $3.2M |
| Hoxton Planning & Management, LLC | 1.53% | Add +160.9% | 37,896 | $3.2M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -3.4% | 37,884 | $3.2M |
| Peregrine Asset Advisers, Inc. | 1.27% | Reduce -1.4% | 37,786 | $3.2M |
| Howard Wealth Management, LLC | 2.59% | Reduce -0.2% | 37,714 | $3.2M |
| ETF Portfolio Partners, Inc. | 1.01% | Reduce -12.9% | 37,657 | $3.2M |
| Transcendent Capital Group LLC | 1.85% | Add +983.3% | 37,632 | $3.2M |
| Carnegie Investment Counsel | 0.10% | Reduce -3.9% | 37,598 | $3.2M |
| Sierra Capital LLC | 0.41% | New | 37,532 | $3.2M |
| Colorado Capital Management, Inc. | 1.83% | Reduce -1.1% | 37,390 | $3.2M |
| Mosley Wealth Management | 2.96% | Add +8.1% | 37,322 | $3.2M |
| WBH Advisory Inc. | 0.32% | Reduce -2.3% | 36,729 | $3.1M |
| SWP Financial LLC | 2.16% | Add +0.6% | 36,589 | $3.1M |
| Great Point Wealth Advisors, LLC | 0.72% | No change | 36,492 | $3.1M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -5.5% | 36,488 | $3.1M |
| Rogco, LP | 1.25% | No change | 36,328 | $3.1M |
| Lindbrook Capital, LLC | 0.29% | Add +1.4% | 36,263 | $3.1M |
| Beacon Capital Management, LLC | 0.63% | Reduce -12.8% | 36,120 | $3.0M |
| Diversified Portfolios, Inc. | 0.43% | Reduce -0.9% | 36,085 | $3.0M |
| TRUE Private Wealth Advisors | 0.35% | Add +30.9% | 35,809 | $3.0M |
| Southern Capital Advisors, LLC | 1.83% | Add +1.9% | 35,739 | $3.0M |
| S&co Inc. | 0.21% | No change | 35,586 | $3.0M |
| Gables Capital Management Inc. | 1.65% | Reduce -4.0% | 35,500 | $3.0M |
| GenWealth Group, Inc. | 0.75% | Reduce -3.6% | 35,452 | $3.0M |
| RFG Advisory, LLC | 0.10% | Add +3.3% | 35,313 | $3.0M |
| Redwood Wealth Management Group, LLC | 3.16% | Reduce -0.1% | 35,300 | $3.0M |
| Avidian Wealth Enterprises, LLC | 0.16% | Add +105.5% | 35,079 | $3.0M |
| Dorsey Wright & Associates | 0.77% | Reduce -13.3% | 35,046 | $3.0M |
| Haverford Trust Co | 0.03% | Reduce -0.6% | 35,003 | $3.0M |
| National Bank of Canada | 0.01% | Reduce -9.4% | 34,664 | $2.9M |
| Signal Advisors Wealth, LLC | 0.72% | Add +63.5% | 34,483 | $2.9M |
| Kohmann Bosshard Financial Services, LLC | 0.41% | No change | 34,472 | $2.9M |
| Parallel Advisors, LLC | 0.08% | Add +1.1% | 34,292 | $2.9M |
| Alterna Wealth Management, Inc. | 2.34% | Add +167.9% | 34,174 | $2.9M |
| Silver Oak Securities, Incorporated | 0.44% | Reduce -42.4% | 34,035 | $2.9M |
| Lantz Financial LLC | 0.92% | Add +172.5% | 33,818 | $2.9M |
| Hilltop National Bank | 0.97% | — | 33,720 | $2.8M |
| Gries Financial LLC | 0.47% | Reduce -52.1% | 33,587 | $2.8M |
| Hirtle & Co., LLC | 0.14% | Reduce -14.4% | 33,538 | $2.8M |
| St. Louis Trust Co | 0.44% | No change | 33,500 | $2.8M |
| Matrix Private Capital Group LLC | 1.91% | Add +1.2% | 33,432 | $2.8M |
| MBA Advisors LLC | 1.45% | Reduce -1.7% | 33,295 | $2.8M |
| Cambridge Trust Co. | 0.11% | Reduce -15.6% | 32,931 | $2.8M |
| 17 Capital Partners, LLC | 2.05% | Add +46.5% | 32,722 | $2.8M |
| Quadrant Private Wealth Management, LLC | 0.70% | Add +97.7% | 32,632 | $2.8M |
| Sage Investment Advisers LLC | 3.13% | Reduce -0.6% | 32,283 | $2.7M |
| Guidance Capital, Inc. | 1.00% | Add +84.5% | 32,977 | $2.7M |
| JT Stratford LLC | 0.54% | Add +36.8% | 32,122 | $2.7M |
| Pallas Capital Advisors LLC | 0.11% | Reduce -1.9% | 32,029 | $2.7M |
| Morningstar Investment Services LLC | 0.03% | Add +74.0% | 31,904 | $2.7M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -46.7% | 31,696 | $2.7M |
| J. Goldman & Co LP | 0.12% | Add +746.2% | 31,606 | $2.7M |
| Hudson Capital Management LLC | 0.95% | Reduce -28.8% | 31,601 | $2.7M |
| Bristlecone Advisors, LLC | 0.23% | Reduce -0.3% | 31,593 | $2.7M |
| Forthright Family Wealth Advisory LLC | 1.79% | Add +4.1% | 31,532 | $2.7M |
| Round Rock Advisors LLC | 0.64% | Add +1.7% | 31,460 | $2.7M |
| StoneCrest Wealth Management, Inc. | 2.29% | Reduce -5.7% | 31,370 | $2.6M |
| WCG Wealth Advisors LLC | 0.22% | New | 31,038 | $2.6M |
| Corrigan Financial, Inc. | 0.66% | Reduce -2.3% | 30,801 | $2.6M |
| Waverly Advisors, LLC | 0.06% | Add +79.9% | 30,724 | $2.6M |
| Financial Counselors Inc. | 0.04% | Reduce -23.2% | 30,657 | $2.6M |
| Firethorn Wealth Partners, LLC | 1.49% | Add +36.3% | 30,036 | $2.5M |
| Mattern Wealth Management LLC | 0.61% | Reduce -1.9% | 29,880 | $2.5M |
| Kapstone Financial Advisors LLC | 1.70% | Add +9.1% | 29,586 | $2.5M |
| Matthew Goff Investment Advisor, LLC | 0.50% | Add +2.5% | 29,443 | $2.5M |
| Baron Wealth Management LLC | 1.31% | Reduce -6.5% | 29,259 | $2.5M |
| Gateway Wealth Partners, LLC | 0.89% | Add +118.1% | 29,251 | $2.5M |
| Valeo Financial Advisors, LLC | 0.09% | Add +4.4% | 30,268 | $2.5M |
| WESPAC Advisors, LLC | 1.41% | Add +50.9% | 28,756 | $2.4M |
| Strategies Wealth Advisors, LLC | 0.37% | Reduce -8.2% | 28,751 | $2.4M |
| Quantum Portfolio Management LLC | 1.38% | Reduce -17.7% | 28,700 | $2.4M |
| Tolleson Wealth Management, Inc. | 0.47% | No change | 28,651 | $2.4M |
| IFG Advisory, LLC | 0.18% | Add +180.8% | 28,606 | $2.4M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +0.8% | 28,588 | $2.4M |
| Cadence Bank | 0.18% | Reduce -0.9% | 28,506 | $2.4M |
| Prosperitas Financial LLC | 1.53% | Add +2.5% | 28,300 | $2.4M |
| Dentgroup LLC | 1.98% | Add +43.0% | 28,292 | $2.4M |
| Institute for Wealth Management, LLC. | 0.31% | Reduce -4.3% | 28,287 | $2.4M |
| Fonville Wealth Management LLC | 1.05% | Reduce -1.7% | 28,063 | $2.4M |
| Evanson Asset Management, LLC | 0.18% | Add +0.0% | 28,034 | $2.4M |
| Schechter Investment Advisors, LLC | 0.18% | Reduce -0.4% | 28,015 | $2.4M |
| Turtle Creek Wealth Advisors, LLC | 0.58% | No change | 28,006 | $2.4M |
| Strategic Blueprint, LLC | 0.17% | Reduce -11.3% | 27,953 | $2.4M |
| Rhumbline Advisers | 0.00% | No change | 27,880 | $2.4M |
| Certified Advisory Corp | 0.33% | Reduce -0.1% | 27,864 | $2.4M |
| First National Bank Sioux Falls | 1.28% | No change | 27,809 | $2.3M |
| Prospera Financial Services Inc | 0.07% | Add +5.8% | 27,731 | $2.3M |
| Oxinas Partners, LLC | 1.51% | Add +83.4% | 27,595 | $2.3M |
| Procyon Advisors, LLC | 0.18% | Reduce -32.0% | 27,589 | $2.3M |
| Advisors Capital Management, LLC | 0.04% | Reduce -0.5% | 27,555 | $2.3M |
| Corundum Group, Inc. | 1.12% | Add +1.9% | 27,424 | $2.3M |
| First Citizens Bank & Trust Co. | 0.04% | Add +60.9% | 27,355 | $2.3M |
| Essex Financial Services, Inc. | 0.21% | Add +6.2% | 27,177 | $2.3M |
| Rossmore Private Capital | 0.30% | No change | 27,172 | $2.3M |
| Pathway Financial Advisors LLC | 0.62% | Add +3.5% | 27,160 | $2.3M |
| Magnus Financial Group LLC | 0.27% | Add +14.4% | 27,136 | $2.3M |
| waypoint wealth counsel | 1.76% | Add +1.1% | 27,078 | $2.3M |
| First Western Trust Bank | 0.10% | No change | 27,016 | $2.3M |
| SpiderRock Advisors, LLC | 0.07% | — | 27,267 | $2.3M |
| United Services Automobile Association | 0.06% | Add +1.8% | 26,898 | $2.3M |
| Larson Financial Group LLC | 0.17% | Add +607.9% | 26,786 | $2.3M |
| Bailard, Inc. | 0.06% | Reduce -5.7% | 26,741 | $2.3M |
| Money Concepts Capital Corp. | 0.21% | Add +58.5% | 26,620 | $2.2M |
| Moneywise, Inc. | 1.20% | Add +139.8% | 26,247 | $2.2M |
| Northwest Bancshares, Inc. | 0.35% | Add +0.8% | 26,242 | $2.2M |
| Intrust Bank NA | 0.24% | Reduce -0.4% | 26,194 | $2.2M |
| Montecito Bank & Trust | 0.44% | Reduce -0.7% | 26,109 | $2.2M |
| Key Financial Inc | 0.56% | No change | 26,018 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +2.4% | 25,999 | $2.2M |
| Punch & Associates Investment Management, Inc. | 0.13% | Reduce -68.0% | 25,914 | $2.2M |
| Krilogy Financial LLC | 0.17% | Add +3.2% | 25,870 | $2.2M |
| Retirement Income Solutions, Inc. | 0.50% | Reduce -0.3% | 25,858 | $2.2M |
| Harvest Investment Services, LLC | 0.88% | Reduce -3.6% | 25,802 | $2.2M |
| Boston Family Office LLC | 0.15% | Add +1.3% | 25,409 | $2.1M |
| Koshinski Asset Management, Inc. | 0.22% | Add +277.6% | 25,297 | $2.1M |
| Prosperity Planning, Inc. | 1.03% | Add +4.6% | 25,290 | $2.1M |
| Centaurus Financial, Inc. | 0.15% | Reduce -18.7% | 25,243 | $2.1M |
| Transcend Capital Advisors, LLC | 0.17% | Add +55.7% | 25,221 | $2.1M |
| Verus Capital Partners, LLC | 0.23% | Add +104.7% | 25,079 | $2.1M |
| Bernardo Wealth Planning LLC | 0.59% | No change | 25,058 | $2.1M |
| Breakwater Capital Group | 0.53% | Reduce -1.8% | 24,959 | $2.1M |
| Choate Investment Advisors | 0.06% | Reduce -0.1% | 24,897 | $2.1M |
| Marietta Wealth Management, LLC | 0.34% | Add +1.0% | 24,322 | $2.1M |
| Capital Advantage, Inc. | 0.42% | New | 24,189 | $2.1M |
| Glenview Trust Co | 0.04% | Reduce -0.4% | 24,184 | $2.0M |
| Venturi Wealth Management, LLC | 0.13% | Add +131.7% | 24,101 | $2.0M |
| HBK Sorce Advisory LLC | 0.07% | Add +18.5% | 23,994 | $2.0M |
| Meridian Wealth Advisors, LLC | 0.38% | Add +0.1% | 23,718 | $2.0M |
| Klaas Financial Asset Advisors, LLC | 0.40% | Reduce -5.2% | 23,707 | $2.0M |
| IHT Wealth Management, LLC | 0.08% | Reduce -2.3% | 23,662 | $2.0M |
| Ancora Advisors LLC | 0.05% | Add +98.9% | 23,542 | $2.0M |
| Private Trust Co. NA | 0.21% | Add +9.8% | 23,506 | $2.0M |
| Concorde Asset Management, LLC | 1.35% | Add +67.0% | 23,422 | $2.0M |
| CCG Wealth Management, LLC | 1.19% | Reduce -11.9% | 23,392 | $2.0M |
| Iams Wealth Management, LLC | 1.20% | Add +30.9% | 23,977 | $2.0M |
| Bush Investment Group, LLC | 1.74% | New | 23,333 | $2.0M |
| Earned Wealth Advisors, LLC | 0.74% | New | 23,033 | $1.9M |
| Gsa Capital Partners LLP | 0.15% | Add +48.4% | 23,000 | $1.9M |
| Belvedere Trading LLC | 0.14% | Add +284800.0% | 22,792 | $1.9M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | No change | 22,722 | $1.9M |
| Evensky & Katz LLC | 0.14% | Reduce -0.1% | 22,715 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +108.1% | 22,608 | $1.9M |
| Bessemer Group Inc. | 0.00% | Add +51.0% | 22,527 | $1.9M |
| Ballentine Partners, LLC | 0.04% | Add +4.5% | 22,507 | $1.9M |
| Quadrant Capital Group LLC | 0.15% | Add +24.4% | 22,474 | $1.9M |
| Alerus Financial NA | 0.14% | No change | 22,464 | $1.9M |
| VestGen Investment Management | 0.57% | Add +33.0% | 22,315 | $1.9M |
| LPWM LLC | 0.69% | Add +1.7% | 22,490 | $1.9M |
| Manchester Capital Management LLC | 0.23% | Reduce -6.2% | 22,179 | $1.9M |
| Maripau Wealth Management LLC | 1.40% | Add +106.3% | 22,129 | $1.9M |
| Lane & Associates LLC | 1.17% | Add +2.0% | 22,084 | $1.9M |
| Kingsview Wealth Management, LLC | 0.05% | Add +3.8% | 21,906 | $1.8M |
| Forum Financial Management, LP | 0.03% | Add +0.4% | 21,684 | $1.8M |
| Custos Family Office, LLC | 0.94% | Reduce -1.5% | 21,510 | $1.8M |
| Stablepoint Partners, LLC | 0.37% | Add +46.7% | 21,434 | $1.8M |
| Blackston Financial Advisory Group, LLC | 1.20% | Reduce -16.6% | 21,328 | $1.8M |
| HM Payson & Co. | 0.03% | Reduce -0.6% | 21,296 | $1.8M |
| Interchange Capital Partners, LLC | 1.21% | Add +108.2% | 19,135 | $1.8M |
| Etfidea, LLC | 0.61% | No change | 21,230 | $1.8M |
| WMS Partners, LLC | 0.12% | Reduce -5.4% | 21,171 | $1.8M |
| PGIM Custom Harvest LLC | 0.04% | Add +8.2% | 21,157 | $1.8M |
| Sound Income Strategies, LLC | 0.13% | Add +784.8% | 21,049 | $1.8M |
| Pinnacle Financial Group, LLC / IL | 0.78% | Reduce -1.1% | 21,027 | $1.8M |
| First County Bank | 0.87% | Add +1.8% | 21,005 | $1.8M |
| Texas Capital Bank Wealth Management Services Inc | 0.19% | Reduce -13.4% | 20,924 | $1.8M |
| KMG Fiduciary Partners, LLC | 0.18% | Add +0.4% | 20,913 | $1.8M |
| Wexford Capital LP | 0.36% | New | 20,890 | $1.8M |
| Twin Peaks Wealth Advisors, LLC | 0.97% | Add +238.3% | 20,794 | $1.8M |
| Whitcomb & Hess, Inc. | 0.56% | Reduce -11.1% | 20,719 | $1.7M |
| Simplex Trading, LLC | 0.05% | New | 20,592 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -46.8% | 20,574 | $1.7M |
| Arete Wealth Advisors, LLC | 0.16% | Add +24.3% | 20,510 | $1.7M |
| Marks Group Wealth Management, Inc | 0.18% | Add +0.0% | 20,448 | $1.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.28% | No change | 20,200 | $1.7M |
| Heritage Financial Services, LLC | 0.25% | Add +54.3% | 20,164 | $1.7M |
| Kaydan Wealth Management, Inc. | 0.58% | Add +1.2% | 20,141 | $1.7M |
| Bowman & Co S.C. | 1.02% | Reduce -14.6% | 19,971 | $1.7M |
| Carolinas Wealth Consulting LLC | 0.33% | Add +0.8% | 19,893 | $1.7M |
| Summit Financial Group, Inc. | 0.60% | Reduce -3.5% | 19,856 | $1.7M |
| Mma Asset Management LLC | 0.79% | Reduce -21.0% | 19,847 | $1.7M |
| Bensler, LLC | 0.24% | Reduce -8.2% | 19,811 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.13% | Reduce -2.7% | 19,708 | $1.7M |
| Cornell Pochily Investment Advisors, Inc. | 0.66% | Add +0.8% | 19,564 | $1.7M |
| Tsfg, LLC | 0.42% | Reduce -12.1% | 19,518 | $1.6M |
| Confluence Wealth Services, Inc. | 0.14% | Add +0.5% | 19,272 | $1.6M |
| First Command Advisory Services, Inc. | 0.02% | No change | 19,162 | $1.6M |
| Highview Capital Management LLC | 0.72% | Reduce -0.1% | 18,924 | $1.6M |
| American Investment Services, Inc. | 0.28% | Reduce -0.9% | 18,798 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +74.0% | 18,710 | $1.6M |
| Schneider Downs Wealth Management Advisors, LP | 0.36% | No change | 18,590 | $1.6M |
| Joel Isaacson & Co., LLC | 0.09% | Add +33.0% | 18,384 | $1.6M |
| Commonwealth Retirement Investments LLC | 0.74% | Add +168.3% | 18,293 | $1.5M |
| Philip James Wealth Mangement, LLC | 1.08% | Reduce -18.6% | 18,139 | $1.5M |
| RCS Financial Planning, LLC | 0.94% | Add +35.8% | 18,133 | $1.5M |
| Flow Traders U.S. LLC | 0.08% | New | 18,052 | $1.5M |
| Sprinkle Financial Consultants LLC | 1.30% | Reduce -2.6% | 18,029 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.28% | Reduce -7.5% | 17,991 | $1.5M |
| Roman Butler Fullerton & Co. | 0.57% | Add +11.7% | 18,846 | $1.5M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -3.3% | 17,856 | $1.5M |
| Beacon Bridge Wealth Partners, LLC | 0.71% | Reduce -40.8% | 17,783 | $1.5M |
| Advus Financial Partners, LLC | 0.46% | Add +0.1% | 17,659 | $1.5M |
| Tyler-Stone Wealth Management | 0.66% | Add +0.0% | 17,586 | $1.5M |
| Market Street Wealth Management Advisors LLC | 0.26% | Reduce -4.9% | 17,416 | $1.5M |
| McNaughton Wealth Management, LLC | 0.81% | Add +1.7% | 17,302 | $1.5M |
| Kickstand Ventures, Llc. | 0.41% | Reduce -50.8% | 17,287 | $1.5M |
| First National Bank & Trust Co. of Newtown | 0.30% | No change | 17,281 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +7.0% | 17,236 | $1.5M |
| PACK Private Wealth, LLC | 0.91% | Reduce -1.0% | 17,221 | $1.5M |
| Awm Capital, LLC | 0.24% | Reduce -6.1% | 17,174 | $1.5M |
| Empower Advisory Group, LLC | 0.01% | Add +24.6% | 17,105 | $1.4M |
| Crestwood Advisors Group, LLC | 0.03% | Add +4.0% | 17,104 | $1.4M |
| Navis Wealth Advisors, LLC | 1.71% | Add +0.1% | 16,861 | $1.4M |
| Fiduciary Alliance LLC | 0.25% | Add +2.7% | 16,793 | $1.4M |
| Alta Wealth Advisors LLC | 0.72% | No change | 16,708 | $1.4M |
| Next Level Private LLC | 0.64% | Reduce -1.2% | 16,629 | $1.4M |
| Insight Advisors, LLC/ PA | 0.27% | Add +0.0% | 16,588 | $1.4M |
| Hall Kathryn A. | 0.32% | No change | 16,556 | $1.4M |
| Verity Asset Management, Inc. | 0.78% | Add +7.7% | 16,484 | $1.4M |
| &partners | 0.19% | Add +107.8% | 16,468 | $1.4M |
| Bellwether Advisors, LLC | 0.30% | Add +1.5% | 16,368 | $1.4M |
| GYL Financial Synergies, LLC | 0.11% | Reduce -8.8% | 16,163 | $1.4M |
| Grey Ledge Advisors, LLC | 0.38% | Reduce -3.6% | 16,145 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Reduce -3.3% | 16,116 | $1.4M |
| Inspirion Wealth Advisors, LLC | 0.22% | Add +0.9% | 16,090 | $1.4M |
| Essex Bank | 0.39% | No change | 18,011 | $1.4M |
| Flputnam Investment Management Co. | 0.03% | Add +2.9% | 16,000 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -0.9% | 15,847 | $1.3M |
| Syntegra Private Wealth Group, LLC | 0.17% | Add +12.9% | 15,805 | $1.3M |
| Theory Financial LLC | 0.68% | Add +194.9% | 15,766 | $1.3M |
| Alpha Cubed Investments, LLC | 0.07% | Reduce -1.5% | 15,752 | $1.3M |
| Marino, Stram & Associates LLC | 0.31% | Reduce -0.1% | 15,738 | $1.3M |
| White Pine Capital LLC | 0.51% | Add +2.1% | 16,348 | $1.3M |
| First Personal Financial Services | 0.31% | Reduce -1.7% | 15,697 | $1.3M |
| Operose Advisors LLC | 0.45% | New | 15,660 | $1.3M |
| Signaturefd, LLC | 0.03% | Reduce -8.1% | 15,643 | $1.3M |
| Kessler Investment Group, LLC | 0.82% | Reduce -1.7% | 15,623 | $1.3M |
| Patton Albertson Miller Group, LLC | 0.20% | Reduce -1.1% | 15,594 | $1.3M |
| Legacy Advisors, LLC | 0.17% | No change | 15,552 | $1.3M |
| REDW Wealth LLC | 0.35% | No change | 15,538 | $1.3M |
| Bridges Investment Management Inc. | 0.04% | No change | 15,463 | $1.3M |
| Cadinha & Co. LLC | 0.22% | Reduce -1.0% | 15,460 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +50.6% | 15,961 | $1.3M |
| 9258 Wealth Management, LLC | 0.20% | Reduce -0.0% | 15,321 | $1.3M |
| Atlantic Edge Private Wealth Management, LLC | 0.44% | No change | 15,280 | $1.3M |
| Bromfield Sneider Wealth Advisors | 0.80% | No change | 15,274 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +87.3% | 15,115 | $1.3M |
| Riversedge Advisors, LLC | 0.31% | Add +0.3% | 15,087 | $1.3M |
| Dominguez Wealth Management Solutions, Inc. | 1.00% | Reduce -3.8% | 15,072 | $1.3M |
| Raleigh Capital Management Inc. | 0.55% | Add +214.6% | 14,990 | $1.3M |
| Progressive Investment Management Corp | 0.35% | No change | 14,901 | $1.3M |
| Cambridge Capital Management, LLC | 0.98% | Reduce -2.3% | 14,876 | $1.3M |
| Westmount Partners, LLC | 0.45% | Add +0.6% | 14,867 | $1.3M |
| Howard Capital Management Group, LLC | 0.10% | Reduce -2.0% | 14,850 | $1.3M |
| Eq LLC | 0.77% | Add +56.3% | 14,800 | $1.2M |
| Venture Visionary Partners LLC | 0.06% | Add +1.3% | 14,738 | $1.2M |
| Clarity Asset Management, Inc. | 0.86% | Add +103.6% | 14,713 | $1.2M |
| Blankinship & Foster, LLC | 0.33% | Reduce -18.1% | 14,689 | $1.2M |
| Keystone Wealth Services, LLC | 0.40% | Add +3.8% | 14,588 | $1.2M |
| Balboa Wealth Partners | 0.39% | Add +2.0% | 14,587 | $1.2M |
| Cornerstone Advisory, LLC | 0.17% | No change | 14,508 | $1.2M |
| Mather Group, Llc. | 0.02% | Reduce -13.7% | 16,272 | $1.2M |
| New England Private Wealth Advisors LLC | 0.21% | Add +0.0% | 14,395 | $1.2M |
| LifePlan Investment Advisors, Inc. | 0.97% | Add +186.2% | 14,346 | $1.2M |
| Veracity Capital LLC | 0.47% | Reduce -9.9% | 14,319 | $1.2M |
| Capital Square, LLC | 0.85% | New | 14,304 | $1.2M |
| Perennial Investment Advisors, LLC | 0.18% | Add +27.0% | 14,293 | $1.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.53% | Reduce -15.6% | 14,420 | $1.2M |
| Sutton Place Investors LLC | 0.60% | Add +233.7% | 14,273 | $1.2M |
| InterOcean Capital Group, LLC | 0.03% | Reduce -0.5% | 14,209 | $1.2M |
| Tiemann Investment Advisors, LLC | 0.54% | Add +8.5% | 14,197 | $1.2M |
| BCU Wealth Advisors, LLC | 1.02% | Add +191.3% | 14,193 | $1.2M |
| Rothschild Investment LLC | 0.09% | Reduce -4.2% | 14,181 | $1.2M |
| Chapin Davis, Inc. | 0.44% | Add +0.0% | 14,159 | $1.2M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -26.0% | 14,122 | $1.2M |
| BBR Partners, LLC | 0.10% | No change | 14,102 | $1.2M |
| Beacon Financial Advisory LLC | 0.58% | Add +25.9% | 14,054 | $1.2M |
| Vanguard Group Inc. | 0.00% | Add +14.1% | 14,046 | $1.2M |
| LTG Capital LLC | 1.01% | Reduce -2.6% | 13,971 | $1.2M |
| Able Wealth Management LLC | 1.03% | Reduce -2.9% | 13,949 | $1.2M |
| Fermata Advisors, LLC | 0.26% | Add +0.6% | 13,885 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -0.9% | 13,867 | $1.2M |
| First Foundation Advisors | 0.05% | Add +22.9% | 13,853 | $1.2M |
| McDonough Capital Management, Inc | 0.92% | No change | 13,840 | $1.2M |
| Sandbox Financial Partners, LLC | 0.49% | Reduce -1.7% | 13,828 | $1.2M |
| Kennicott Capital Management LLC | 0.51% | No change | 13,748 | $1.2M |
| FinTrust Capital Advisors, LLC | 0.22% | Add +20.8% | 13,732 | $1.2M |
| Bank of Hawaii | 0.06% | No change | 13,697 | $1.2M |
| Brass Tax Wealth Management, Inc. | 0.60% | — | 13,611 | $1.1M |
| Boston Financial Mangement LLC | 0.04% | Reduce -3.7% | 13,552 | $1.1M |
| SOL Capital Management CO | 0.14% | No change | 13,469 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.6% | 10,523 | $1.1M |
| 1ST Source Bank | 0.07% | Add +3.2% | 13,404 | $1.1M |
| Summit Financial Strategies, Inc. | 0.16% | Reduce -0.1% | 13,392 | $1.1M |
| International Assets Investment Management, LLC | 0.12% | Reduce -0.4% | 13,360 | $1.1M |
| Obsidian Cio, LLC | 0.28% | Reduce -0.5% | 13,300 | $1.1M |
| Integrated Investment Consultants, LLC | 0.31% | Add +0.0% | 13,130 | $1.1M |
| Clear Investment Research, LLC | 1.48% | Reduce -8.0% | 13,048 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -19.9% | 13,038 | $1.1M |
| Arcadia Investment Advisors LLC | 0.63% | Reduce -1.9% | 13,017 | $1.1M |
| First Commonwealth Financial Corp | 0.29% | Add +4.2% | 12,990 | $1.1M |
| World Equity Group, Inc. | 0.22% | Add +70.3% | 12,890 | $1.1M |
| Claro Advisors Inc. | 0.19% | Add +27.2% | 12,882 | $1.1M |
| Union Savings Bank | 0.57% | Reduce -0.8% | 12,850 | $1.1M |
| Uptick Partners, LLC | 0.83% | Reduce -14.8% | 12,840 | $1.1M |
| Argent Advisors, Inc. | 0.43% | Reduce -7.7% | 12,820 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Add +23.8% | 13,129 | $1.1M |
| Delta Financial Group, Inc. | 0.32% | Reduce -6.5% | 12,680 | $1.1M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -2.0% | 13,147 | $1.1M |
| Sendero Wealth Management, LLC | 0.18% | No change | 12,608 | $1.1M |
| Sterling Investment Advisors LLC | 0.62% | No change | 12,572 | $1.1M |
| Atticus Wealth Management, LLC | 0.35% | Reduce -8.3% | 12,517 | $1.1M |
| Clayton Financial Group LLC | 0.48% | Add +7.1% | 12,516 | $1.1M |
| Bison Wealth, LLC | 0.17% | Add +1.9% | 12,441 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.35% | No change | 12,437 | $1.1M |
| Berger Financial Group, Inc | 0.09% | No change | 12,396 | $1.0M |
| SlateStone Wealth, LLC | 0.10% | Reduce -1.6% | 12,351 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -88.1% | 12,346 | $1.0M |
| M Holdings Securities, Inc. | 0.17% | New | 12,328 | $1.0M |
| Absolute Capital Management, LLC | 0.66% | Add +67.1% | 12,321 | $1.0M |
| Sovereign Financial Group, Inc. | 0.28% | Add +155.3% | 12,315 | $1.0M |
| CVA Family Office, LLC | 0.19% | No change | 12,315 | $1.0M |
| Processus Wealth & Capital Management, LLC | 0.92% | Reduce -4.7% | 12,301 | $1.0M |
| Cornerstone Wealth Group, LLC | 0.10% | New | 12,276 | $1.0M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.03% | Add +0.9% | 12,147 | $1.0M |
| Wealthstream Advisors, Inc. | 0.39% | No change | 12,130 | $1.0M |
| Parkside Financial Bank & Trust | 0.16% | Add +1.4% | 12,126 | $1.0M |
| Watershed Private Wealth LLC | 0.45% | Reduce -77.1% | 12,091 | $1.0M |
| MKT Advisors LLC | 0.56% | Reduce -11.4% | 12,177 | $1.0M |
| Councilor Wealth, LLC | 0.51% | Reduce -9.2% | 12,032 | $1.0M |
| Canopy Partners, LLC | 0.49% | No change | 11,969 | $1.0M |
| Bank of Stockton | 0.31% | Reduce -4.4% | 11,969 | $1.0M |
| Mgo One Seven LLC | 0.05% | Add +44.3% | 11,852 | $1.0M |
| Renaissance Technologies | 0.00% | New | 11,800 | $996K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.58% | Add +3.0% | 11,791 | $996K |
| LifeSteps Financial, Inc. | 0.75% | No change | 11,767 | $994K |
| Walden Wealth Partners LLC | 0.57% | No change | 11,907 | $989K |
| Focused Wealth Management, Inc | 0.15% | Add +0.1% | 11,710 | $989K |
| First National Trust Co | 0.04% | Reduce -3.2% | 11,652 | $984K |
| First Nebraska Trust Co | 0.10% | No change | 11,636 | $983K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.2% | 11,622 | $981K |
| Old Port Advisors | 0.30% | Reduce -6.3% | 11,613 | $981K |
| Texas Yale Capital Corp. | 0.04% | No change | 11,600 | $980K |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | Reduce -0.3% | 11,592 | $979K |
| Burkett Financial Services, LLC | 0.50% | Reduce -12.0% | 11,533 | $974K |
| Sound View Wealth Advisors Group, LLC | 0.10% | No change | 11,506 | $972K |
| Wesbanco Bank Inc. | 0.04% | Add +10.5% | 11,464 | $968K |
| TCV Trust & Wealth Management, Inc. | 0.09% | No change | 11,459 | $968K |
| Flagship Private Wealth, LLC | 0.62% | No change | 11,428 | $965K |
| Aspire Wealth Management Corp | 0.57% | Add +152.3% | 11,283 | $953K |
| Brasada Capital Management, LP | 0.17% | No change | 11,268 | $951K |
| MidAtlantic Capital Management, Inc. | 0.83% | No change | 11,208 | $946K |
| Hutchens & Kramer Investment Management Group, LLC | 0.56% | Add +232.6% | 11,113 | $940K |
| AQR Capital Management | 0.00% | New | 11,024 | $931K |
| Private Wealth Management Group, LLC | 0.42% | Reduce -7.3% | 11,014 | $930K |
| Mitchell McLeod Pugh & Williams Inc. | 0.22% | Reduce -0.1% | 10,943 | $924K |
| Imprint Wealth LLC | 0.22% | Add +66.7% | 10,890 | $921K |
| C2C Wealth Management, LLC | 0.91% | Reduce -2.3% | 10,904 | $921K |
| RHS Financial, LLC | 0.53% | Add +19.8% | 10,876 | $918K |
| JNBA Financial Advisors | 0.10% | Reduce -2.8% | 10,863 | $917K |
| Taylor Financial Group, Inc. | 0.70% | No change | 10,856 | $917K |
| FFT Wealth Management LLC | 0.08% | Reduce -9.3% | 10,845 | $916K |
| Fortis Capital Advisors, LLC | 0.38% | No change | 10,832 | $915K |
| Planned Solutions, Inc. | 0.45% | Add +4.5% | 10,799 | $912K |
| Game Plan Financial Advisors, LLC | 0.52% | Reduce -4.5% | 10,746 | $907K |
| Tritonpoint Wealth, LLC | 0.09% | Reduce -6.4% | 11,271 | $904K |
| Hollencrest Capital Management | 0.04% | No change | 10,645 | $899K |
| Provenance Wealth Advisors, LLC | 0.13% | Reduce -0.1% | 10,630 | $898K |
| Fiducient Advisors LLC | 0.18% | Reduce -14.1% | 10,625 | $897K |
| Highland Capital Management, LLC | 0.05% | Add +4.5% | 10,608 | $896K |
| Aprio Wealth Management, LLC | 0.18% | Add +5.5% | 10,582 | $894K |
| Pacific Sun Financial Corp | 0.52% | Reduce -1.3% | 10,504 | $887K |
| Trust Co of the South | 0.20% | Reduce -0.6% | 10,498 | $886K |
| Barings LLC | 0.02% | Reduce -98.0% | 10,483 | $885K |
| CFM Wealth Partners LLC | 0.18% | Reduce -2.8% | 10,481 | $885K |
| Stockman Wealth Management, Inc. | 0.16% | No change | 10,466 | $884K |
| JMG Financial Group, Ltd. | 0.03% | Add +1.7% | 10,442 | $882K |
| Wedmont Private Capital | 0.06% | Add +0.0% | 10,325 | $870K |
| Aspire Private Capital, LLC | 0.23% | Add +125.1% | 10,302 | $870K |
| Moneco Advisors, LLC | 0.14% | Reduce -0.6% | 10,286 | $869K |
| Edgestream Partners, L.P. | 0.04% | Add +163.0% | 10,283 | $868K |
| Arbor Investment Advisors, LLC | 0.13% | Add +3.0% | 10,251 | $866K |
| DAVENPORT & Co LLC | 0.01% | Add +10.2% | 10,246 | $865K |
| Eaton-Cambridge Inc. | 0.46% | No change | 10,224 | $863K |
| Credit Suisse AG/ | 0.00% | Reduce -0.2% | 10,217 | $863K |
| Dimension Capital Management LLC | 0.17% | No change | 10,205 | $862K |
| Personal Cfo Solutions, LLC | 0.13% | Add +1.9% | 10,092 | $852K |
| Calton & Associates, Inc. | 0.41% | Reduce -1.0% | 10,077 | $851K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 10,070 | $850K |
| Front Row Advisors LLC | 0.32% | Add +94.6% | 10,061 | $850K |
| Planning Center, Inc. | 0.18% | Reduce -2.4% | 10,037 | $848K |
| Security National Bank | 0.13% | No change | 10,025 | $847K |
| IFG Advisors, LLC | 0.22% | Add +0.0% | 10,023 | $846K |
| Alternative Investment Advisors, LLC. | 0.51% | Add +18.5% | 9,969 | $843K |
| Capital Planning Advisors, LLC | 0.15% | No change | 9,957 | $841K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -16.3% | 9,952 | $840K |
| Laffer Tengler Investments, Inc. | 0.27% | No change | 9,937 | $839K |
| TMD Wealth Management, LLC | 0.19% | Reduce -33.6% | 9,889 | $835K |
| Cassaday & Co Wealth Management LLC | 0.03% | Reduce -1.1% | 9,858 | $832K |
| SVB Wealth LLC | 0.02% | Reduce -2.7% | 9,816 | $829K |
| ProVise Management Group, LLC | 0.07% | Reduce -52.0% | 9,799 | $827K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -2.6% | 9,758 | $824K |
| Scotia Capital Inc. | 0.00% | Add +4.4% | 9,750 | $823K |
| Robinson Smith Wealth Advisors LLC | 0.79% | No change | 9,736 | $822K |
| Foguth Wealth Management, LLC. | 0.44% | — | 9,731 | $822K |
| Community Bank, N.A. | 0.11% | No change | 9,720 | $821K |
| KWB Wealth | 0.11% | Reduce -2.0% | 9,709 | $820K |
| MCF Advisors LLC | 0.06% | Reduce -13.1% | 9,705 | $819K |
| Summit X, LLC | 0.21% | Add +3.6% | 9,696 | $819K |
| Tarbox Family Office, Inc. | 0.14% | Reduce -0.1% | 9,689 | $818K |
| Wallington Asset Management, LLC | 0.13% | Reduce -35.8% | 9,683 | $818K |
| Consilio Wealth Advisors, LLC | 0.38% | Add +0.1% | 9,673 | $817K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -90.0% | 9,667 | $817K |
| Sage Financial Management Group, Inc. | 0.39% | Reduce -0.5% | 9,629 | $813K |
| RiverFront Investment Group, LLC | 0.02% | Add +116.8% | 9,591 | $810K |
| TL Private Wealth | 0.40% | Add +3.0% | 9,601 | $809K |
| Gemmer Asset Management LLC | 0.09% | Reduce -0.1% | 9,576 | $809K |
| One Day In July LLC | 0.11% | Add +4.6% | 9,576 | $809K |
| Seneca House Advisors | 0.35% | Reduce -13.3% | 9,550 | $806K |
| Burns J W & Co. Inc. | 0.11% | No change | 9,512 | $803K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -11.8% | 9,498 | $802K |
| Lakeridge Wealth Management LLC | 0.52% | Add +5.5% | 9,488 | $801K |
| KFA Private Wealth Group, LLC | 0.25% | Add +4.2% | 9,437 | $797K |
| CNB Bank | 0.39% | No change | 9,400 | $794K |
| All Terrain Financial Advisors, LLC | 0.34% | Reduce -19.0% | 9,322 | $787K |
| PFG Advisors | 0.06% | Reduce -44.6% | 9,301 | $785K |
| American Financial Advisors, LLC | 0.11% | Reduce -1.5% | 9,301 | $785K |
| Garde Capital, Inc. | 0.05% | No change | 9,304 | $785K |
| Dakota Wealth Management | 0.02% | Add +0.6% | 9,281 | $784K |
| Aaron Wealth Advisors LLC | 0.11% | No change | 9,253 | $781K |
| Tompkins Financial Corp. | 0.09% | Add +48.9% | 9,217 | $778K |
| Wintrust Investments LLC | 0.07% | Reduce -23.4% | 9,176 | $775K |
| Verum Partners LLC | 0.28% | Reduce -7.9% | 9,171 | $774K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -44.0% | 9,163 | $774K |
| LongView Wealth Management | 0.31% | Reduce -23.6% | 9,151 | $773K |
| NorthLanding Financial Partners, LLC | 0.84% | Reduce -2.5% | 9,145 | $772K |
| Little House Capital LLC | 0.26% | No change | 9,141 | $772K |
| TFB Advisors LLC | 0.28% | Add +5.5% | 9,541 | $771K |
| Aveo Capital Partners, LLC | 0.08% | Add +39.5% | 9,213 | $768K |
| Pinnacle Bancorp, Inc. | 0.23% | Reduce -4.9% | 9,040 | $763K |
| Manhattan West Asset Management, LLC | 0.18% | Add +42.9% | 9,013 | $761K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -0.6% | 9,009 | $761K |
| Three Seasons Wealth, LLC | 0.53% | Add +25.9% | 9,042 | $760K |
| SOA Wealth Advisors, LLC. | 0.16% | Add +0.0% | 8,987 | $759K |
| Culbertson A N & Co. Inc. | 0.13% | Reduce -3.5% | 8,945 | $755K |
| Reynders McVeigh Capital Management, LLC | 0.04% | No change | 8,895 | $752K |
| Creative Financial Designs Inc. | 0.07% | Reduce -33.6% | 8,884 | $750K |
| FSM Wealth Advisors, LLC | 0.27% | Add +0.0% | 8,878 | $750K |
| CWA Asset Management Group, LLC | 0.05% | Add +0.6% | 8,856 | $748K |
| Montag A & Associates Inc. | 0.04% | Add +0.4% | 8,835 | $746K |
| Bare Financial Services, Inc | 0.71% | Add +120.2% | 9,142 | $743K |
| Oakworth Capital, Inc. | 0.06% | Reduce -4.8% | 8,794 | $743K |
| Thrive Wealth Management, LLC | 0.15% | Add +10.1% | 8,779 | $741K |
| Lake Street Advisors Group, LLC | 0.03% | Add +0.0% | 8,746 | $739K |
| Meridian Wealth Management, LLC | 0.12% | Reduce -2.3% | 8,703 | $735K |
| NBT Bank, N.A. | 0.05% | Add +21.1% | 8,698 | $734K |
| West Coast Financial LLC | 0.09% | No change | 8,664 | $732K |
| Tidemark, LLC | 0.40% | Reduce -1.8% | 8,555 | $722K |
| 4J Wealth Management LLC | 0.62% | Reduce -2.1% | 8,538 | $721K |
| City Holding Co. | 0.11% | Add +5.8% | 8,538 | $721K |
| Regimen Wealth, LLC | 0.25% | Reduce -3.3% | 8,482 | $716K |
| Continuum Advisory, LLC | 0.11% | Add +96.2% | 8,435 | $714K |
| QRG Capital Management, Inc. | 0.01% | Add +1.9% | 8,457 | $714K |
| Total Clarity Wealth Management, Inc. | 0.25% | New | 8,444 | $713K |
| Single Point Partners, LLC | 0.16% | No change | 8,410 | $710K |
| Fiduciary Trust Co | 0.01% | No change | 8,365 | $706K |
| Financial Partners Group, Inc | 0.11% | Add +0.7% | 8,362 | $706K |
| Fernwood Investment Management, LLC | 0.21% | No change | 8,326 | $703K |
| Norway Savings Bank | 0.29% | Reduce -31.0% | 8,260 | $697K |
| All Season Financial Advisors, Inc. | 0.58% | Add +10.7% | 8,244 | $696K |
| First Interstate Bank | 0.05% | No change | 8,231 | $695K |
| Betterment LLC | 0.00% | Reduce -32.8% | 8,228 | $695K |
| Bogart Wealth, LLC | 0.04% | Reduce -12.7% | 8,169 | $690K |
| Mattern Capital Management, LLC | 0.09% | Reduce -47.6% | 8,158 | $689K |
| HHM Wealth Advisors, LLC | 0.11% | Add +4.5% | 8,109 | $685K |
| Bar Harbor Wealth Management | 0.05% | Reduce -8.2% | 8,081 | $682K |
| Bank of New Hampshire | 0.18% | Reduce -8.3% | 8,055 | $680K |
| Evergreen Private Wealth LLC | 0.34% | Reduce -11.6% | 8,010 | $676K |
| Weaver Consulting Group | 0.25% | Add +37.6% | 8,008 | $676K |
| Neumann Capital Management, LLC | 0.24% | Reduce -14.9% | 8,000 | $676K |
| GAMCO Investors | 0.01% | No change | 8,000 | $676K |
| Integrated Advisors Network LLC | 0.03% | Reduce -0.2% | 7,945 | $671K |
| Shepherd Kaplan Krochuk, LLC | 0.53% | Add +0.0% | 7,937 | $670K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -3.0% | 7,922 | $669K |
| TAP Consulting, LLC | 0.15% | Add +5.3% | 7,898 | $667K |
| TFO Wealth Partners, LLC | 0.13% | Reduce -4.0% | 7,856 | $663K |
| Ironwood Investment Counsel, LLC | 0.12% | No change | 7,852 | $663K |
| Aurora Private Wealth, Inc. | 0.57% | Reduce -4.6% | 7,821 | $661K |
| Fortis Capital Management LLC | 0.17% | New | 7,823 | $661K |
| Fidelis Capital Partners, LLC | 0.10% | Add +46.3% | 7,771 | $656K |
| Sageworth Trust Co | 0.04% | Reduce -4.6% | 7,764 | $656K |
| Compound Planning, Inc. | 0.06% | New | 7,749 | $654K |
| Crescent Grove Advisors, LLC | 0.07% | Add +14.7% | 7,737 | $653K |
| HMS Capital Management, LLC | 0.36% | No change | 7,610 | $643K |
| Summit Financial Wealth Advisors, LLC | 0.13% | Reduce -1.5% | 7,605 | $642K |
| Priebe Wealth Holdings LLC | 0.50% | Reduce -3.6% | 7,590 | $641K |
| Salem Investment Counselors Inc. | 0.02% | No change | 7,565 | $639K |
| Diversified Trust Co. | 0.02% | No change | 7,549 | $637K |
| Laurel Wealth Advisors LLC | 0.11% | No change | 7,507 | $634K |
| TNF LLC | 0.25% | Reduce -82.0% | 7,778 | $633K |
| Sandy Spring Bank | 0.03% | Reduce -1.4% | 7,485 | $632K |
| Cim, LLC | 0.10% | No change | 7,454 | $629K |
| Albion Financial Group | 0.05% | Reduce -7.8% | 7,402 | $625K |
| Florida Trust Wealth Management Co | 0.02% | No change | 7,396 | $625K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.2% | 7,395 | $624K |
| Chesley Taft & Associates LLC | 0.03% | No change | 7,364 | $622K |
| Great Lakes Retirement, Inc. | 0.09% | Reduce -19.1% | 7,346 | $620K |
| Middleton & Co. Inc. | 0.07% | Add +23.1% | 7,320 | $618K |
| Castle Wealth Management LLC | 0.32% | Reduce -7.2% | 7,318 | $618K |
| BluePointe Capital Management, LLC | 0.42% | No change | 7,296 | $616K |
| Meridian Management Co. | 0.17% | No change | 7,272 | $614K |
| Neuberger Berman Group LLC | 0.00% | Add +44.0% | 7,268 | $614K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -12.4% | 7,254 | $613K |
| Foster Dykema Cabot & Partners, LLC | 0.06% | No change | 7,251 | $612K |
| NCM Capital Management, LLC | 0.34% | Reduce -5.8% | 7,200 | $608K |
| Madison Wealth Partners, Inc | 0.22% | No change | 7,190 | $607K |
| Aspiriant, LLC | 0.03% | Reduce -5.1% | 7,188 | $607K |
| Diversify Advisory Services, LLC | 0.04% | — | 7,165 | $606K |
| Colton Groome Financial Advisors, LLC | 0.24% | Reduce -7.3% | 7,172 | $606K |
| Investment Research & Advisory Group, Inc. | 0.28% | No change | 7,135 | $602K |
| Hiley Hunt Wealth Management | 0.39% | Reduce -0.4% | 7,116 | $601K |
| Jackson, Grant Investment Advisers, Inc. | 0.25% | Add +0.1% | 7,116 | $601K |
| Sage Private Wealth Group, LLC | 0.48% | Reduce -34.9% | 7,070 | $597K |
| Resurgent Financial Advisors LLC | 0.32% | Reduce -31.7% | 7,070 | $597K |
| Freestone Capital Holdings, LLC | 0.02% | Add +11.3% | 7,053 | $596K |
| Intergy Private Wealth, LLC | 0.24% | No change | 7,052 | $595K |
| Chicago Capital, LLC | 0.02% | Reduce -43.4% | 7,037 | $594K |
| Apella Capital, LLC | 0.03% | Add +64.2% | 7,049 | $594K |
| Seven Mile Advisory | 0.45% | Reduce -0.3% | 7,021 | $593K |
| Cedar Brook Financial Partners, LLC | 0.12% | Add +2.0% | 7,011 | $592K |
| Harvey Capital Management Inc. | 0.17% | No change | 7,000 | $591K |
| HCR Wealth Advisors | 0.09% | Add +0.1% | 6,990 | $590K |
| Disciplined Investments, LLC | 0.32% | Add +8.7% | 6,981 | $589K |
| Annandale Capital, LLC | 0.13% | No change | 6,952 | $587K |
| Van Hulzen Asset Management, LLC | 0.04% | No change | 6,951 | $587K |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +16.1% | 6,908 | $583K |
| ICA Group Wealth Management, LLC | 0.12% | Add +23.6% | 6,839 | $578K |
| Sageworth Trust Co of South Dakota | 0.89% | No change | 6,804 | $575K |
| Semmax Financial Advisors Inc. | 0.19% | Add +594.4% | 6,756 | $573K |
| Roberts Financial Services LLC | 0.12% | Reduce -1.3% | 6,733 | $569K |
| New Republic Capital, LLC | 0.36% | Add +59.9% | 6,729 | $568K |
| Oxler Private Wealth LLC | 0.22% | Add +0.1% | 6,719 | $567K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -37.2% | 6,712 | $567K |
| Park National Corp. | 0.02% | Add +10.4% | 6,706 | $566K |
| Stephen J. Garry & Associates, LLC | 0.58% | Reduce -6.6% | 6,660 | $562K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +3.6% | 6,622 | $559K |
| Capital Investment Counsel, LLC | 0.12% | New | 6,620 | $559K |
| Welch & Forbes LLC | 0.01% | Reduce -5.0% | 6,539 | $552K |
| TrinityPoint Wealth, LLC | 0.09% | Add +0.0% | 6,518 | $550K |
| Parthenon LLC | 0.07% | Add +18.9% | 6,516 | $550K |
| Wimmer Associates 1, LLC | 0.29% | No change | 6,515 | $550K |
| Solano Wealth Management, Inc. | 0.31% | Reduce -29.4% | 6,500 | $549K |
| GDS Wealth Management | 0.06% | Reduce -4.4% | 6,498 | $549K |
| Lifeworks Advisors, LLC | 0.15% | New | 6,490 | $548K |
| Sabal Trust CO | 0.03% | No change | 6,475 | $547K |
| tru Independence LLC | 0.16% | Reduce -4.2% | 6,445 | $544K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,418 | $542K |
| Plancorp, LLC | 0.02% | No change | 6,406 | $541K |
| Founders Financial Securities LLC | 0.06% | Add +25.6% | 6,384 | $539K |
| Affinity Capital Advisors, LLC | 0.12% | Reduce -0.6% | 6,372 | $538K |
| Private Ocean, LLC | 0.06% | No change | 6,364 | $537K |
| Journey Strategic Wealth LLC | 0.02% | New | 6,356 | $537K |
| Courage Miller Partners, LLC | 0.18% | Reduce -5.4% | 6,324 | $534K |
| Beverly Hills Private Wealth, LLC | 0.12% | Add +125.2% | 6,300 | $532K |
| American Trust | 0.04% | Reduce -36.3% | 6,284 | $531K |
| Trilogy Capital Inc. | 0.03% | Add +34.4% | 6,273 | $530K |
| Worth Financial Advisory Group, LLC | 0.37% | Add +0.2% | 6,266 | $529K |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 6,256 | $528K |
| First Citizens Financial Corp | 0.31% | Add +2.7% | 6,241 | $527K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.7% | 6,235 | $526K |
| Brown Miller Wealth Management, LLC | 0.23% | Reduce -0.9% | 6,162 | $520K |
| Journey Advisory Group, LLC | 0.06% | Reduce -8.0% | 6,153 | $520K |
| Main Street Group, LTD | 0.25% | Add +0.2% | 6,126 | $518K |
| CW Advisors, LLC | 0.01% | Reduce -46.7% | 6,134 | $518K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +76.3% | 6,126 | $517K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Add +4.3% | 6,084 | $514K |
| Curtis Advisory Group, LLC | 0.20% | Reduce -29.0% | 6,043 | $510K |
| Washington Trust Bank | 0.05% | Add +1.7% | 6,042 | $510K |
| 49 Wealth Management, LLC | 0.11% | Add +2.9% | 6,014 | $509K |
| Conservest Capital Advisors, Inc. | 0.05% | Reduce -0.8% | 6,020 | $508K |
| Keystone Financial Group | 0.07% | New | 6,019 | $508K |
| Bluespring Wealth Management, LLC | 0.06% | Reduce -3.8% | 5,983 | $505K |
| Beacon Financial Group | 0.06% | Add +59.6% | 5,979 | $505K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -17.4% | 5,987 | $504K |
| Eldridge Investment Advisors, Inc. | 0.13% | No change | 5,964 | $504K |
| Almanack Investment Partners, LLC. | 0.09% | Reduce -7.5% | 5,942 | $502K |
| Crestone Asset Management LLC | 0.10% | No change | 5,938 | $501K |
| Atlantic Union Bankshares Corp | 0.04% | No change | 5,930 | $501K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -4.2% | 6,245 | $500K |
| OMNI 360 Wealth, Inc. | 0.41% | Reduce -26.5% | 5,891 | $497K |
| First National Corp. /Ma/ | 0.12% | No change | 6,609 | $496K |
| Glassman Wealth Services | 0.10% | No change | 5,871 | $496K |
| Newman Dignan & Sheerar, Inc. | 0.13% | Reduce -9.6% | 5,869 | $496K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.18% | Add +39.3% | 5,850 | $494K |
| Klingman & Associates, LLC | 0.04% | No change | 5,782 | $488K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -15.4% | 5,781 | $488K |
| Sax Wealth Advisors, LLC | 0.06% | Add +0.1% | 5,775 | $488K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Reduce -9.4% | 5,774 | $488K |
| Samalin Investment Counsel, LLC | 0.23% | Add +0.1% | 5,767 | $487K |
| Strata Wealth Advisors, LLC | 0.17% | Reduce -9.2% | 5,760 | $486K |
| Girard Partners LTD. | 0.05% | Add +9.8% | 5,755 | $486K |
| Everhart Financial Group, Inc. | 0.14% | New | 5,717 | $483K |
| Evolution Wealth Advisors, LLC | 0.09% | Add +93.1% | 5,715 | $483K |
| Mengis Capital Management, Inc. | 0.07% | No change | 5,708 | $482K |
| Palisade Asset Management, LLC | 0.05% | No change | 5,706 | $482K |
| Oakwell Private Wealth Management, LLC | 0.15% | No change | 5,704 | $482K |
| Duncker Streett & Co. Inc. | 0.10% | Add +0.1% | 5,703 | $482K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -10.3% | 5,699 | $481K |
| Formidable Asset Management, LLC | 0.08% | No change | 5,660 | $478K |
| ORBA Wealth Advisors, L.L.C. | 0.26% | Reduce -6.7% | 5,600 | $473K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 6,287 | $472K |
| Altfest L J & Co. Inc. | 0.07% | No change | 5,566 | $470K |
| Sage Financial Group Inc. | 0.04% | No change | 5,562 | $470K |
| Hazlett, Burt & Watson, Inc. | 0.28% | Reduce -18.7% | 5,547 | $469K |
| Brio Consultants, LLC | 0.08% | No change | 5,548 | $469K |
| Pure Financial Advisors, LLC | 0.01% | Add +1.4% | 5,532 | $467K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 5,524 | $466K |
| Mascoma Wealth Management LLC | 0.13% | Reduce -12.6% | 5,486 | $463K |
| WealthBridge Capital Management, LLC | 0.16% | No change | 5,484 | $463K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -3.6% | 5,399 | $456K |
| GeoWealth Management, LLC | 0.02% | Add +212.1% | 5,372 | $454K |
| FWG Investments, LLC. | 0.49% | Add +57.7% | 5,351 | $452K |
| Insight Wealth Strategies, LLC | 0.07% | Reduce -0.4% | 5,349 | $452K |
| Summit Asset Management, LLC | 0.05% | No change | 5,342 | $451K |
| LGT Financial Advisors LLC | 0.52% | Add +74.4% | 5,340 | $451K |
| Principle Wealth Partners LLC | 0.04% | No change | 5,319 | $449K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 5,313 | $449K |
| Financial Insights, Inc. | 0.13% | No change | 5,311 | $448K |
| Lantern Wealth Advisors, LLC | 0.31% | New | 5,284 | $446K |
| Octavia Wealth Advisors, LLC | 0.07% | New | 5,284 | $446K |
| Sage Mountain Advisors LLC | 0.05% | No change | 5,284 | $446K |
| Old North State Trust, LLC | 0.38% | — | 5,280 | $446K |
| Abbrea Capital, LLC | 0.06% | Reduce -2.8% | 5,286 | $446K |
| Bank of Nova Scotia | 0.00% | No change | 5,280 | $446K |
| Simmons Bank | 0.03% | Reduce -2.4% | 5,261 | $444K |
| Goldstein Advisors, LLC | 0.08% | Reduce -1.0% | 5,255 | $444K |
| WT Wealth Management | 0.16% | Add +1.2% | 5,248 | $443K |
| Partners in Financial Planning | 0.10% | Add +16.2% | 5,228 | $441K |
| KRS Capital Management, LLC | 0.36% | No change | 5,220 | $441K |
| Emergent Wealth Advisors, LLC | 0.38% | New | 4,606 | $438K |
| Oliver Lagore Vanvalin Investment Group | 0.13% | Add +129.7% | 5,179 | $437K |
| Newton One Investments LLC | 0.19% | Reduce -1.7% | 5,172 | $437K |
| McAdam, LLC | 0.03% | Add +4.4% | 5,161 | $436K |
| Mendel Money Management | 0.20% | No change | 5,160 | $436K |
| HUB Investment Partners, LLC | 0.02% | Add +28.1% | 5,130 | $433K |
| Gradient Capital Advisors, LLC | 0.16% | No change | 5,122 | $433K |
| Wealthquest Corp | 0.05% | Reduce -8.0% | 5,119 | $432K |
| Sharkey, Howes & Javer | 0.07% | Reduce -93.0% | 5,088 | $430K |
| Fusion Capital, LLC | 0.20% | Reduce -17.0% | 5,079 | $429K |
| Semus Wealth Partners LLC | 0.36% | New | 5,061 | $427K |
| Herold Advisors, Inc. | 0.10% | New | 5,016 | $424K |
| Financial Planning & Information Services, Inc. | 0.06% | Reduce -6.3% | 5,014 | $423K |
| GLOBALT Investments LLC / GA | 0.02% | No change | 5,004 | $423K |
| CWS Financial Advisors, LLC | 0.17% | Reduce -17.2% | 4,964 | $419K |
| N.E.W. Advisory Services LLC | 0.05% | Reduce -0.9% | 4,944 | $417K |
| Litman Gregory Wealth Management LLC | 0.04% | Add +17.8% | 4,942 | $417K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 4,936 | $417K |
| Oak Harvest Investment Services | 0.07% | Reduce -4.4% | 4,931 | $416K |
| Visionary Wealth Advisors | 0.03% | Add +1.3% | 4,924 | $416K |
| Francis Financial, Inc. | 0.13% | Add +79.2% | 4,909 | $415K |
| Legacy Bridge, LLC | 0.24% | Add +0.7% | 4,905 | $414K |
| Kingdom Financial Group LLC. | 0.29% | New | 4,903 | $414K |
| Amplius Wealth Advisors, LLC | 0.05% | Add +0.1% | 4,899 | $414K |
| O'Connor Financial Group LLC | 0.25% | Reduce -0.5% | 4,898 | $414K |
| Segment Wealth Management, LLC | 0.03% | Add +15.6% | 4,892 | $413K |
| Bank Ozk | 0.18% | Add +23.0% | 4,892 | $413K |
| Pictet North America Advisors SA | 0.05% | No change | 4,872 | $411K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +4.2% | 4,835 | $408K |
| Enzi Wealth | 0.19% | Add +1.4% | 4,947 | $407K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -7.2% | 4,822 | $407K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +11.0% | 4,821 | $407K |
| DB Fitzpatrick & Co, Inc | 0.37% | Reduce -8.7% | 4,815 | $407K |
| Sachem Hill LLC | 0.10% | Add +4.8% | 4,812 | $406K |
| Accredited Investors Inc. | 0.03% | Reduce -5.5% | 4,797 | $405K |
| Financial Synergies Wealth Advisors, Inc. | 0.05% | Reduce -0.1% | 4,797 | $405K |
| Cooper Financial Group | 0.07% | Add +10.7% | 4,788 | $404K |
| Sachetta, LLC | 0.19% | No change | 5,383 | $404K |
| Prevail Innovative Wealth Advisors, LLC | 0.15% | New | 4,783 | $404K |
| Condor Capital Management | 0.04% | No change | 4,775 | $403K |
| Walled Lake Planning & Wealth Management, LLC | 0.16% | Reduce -0.4% | 4,741 | $400K |
| West Paces Advisors Inc. | 0.11% | Add +9168.6% | 4,727 | $399K |
| Seascape Capital Management | 0.15% | No change | 4,716 | $398K |
| Morton Capital Management LLC | 0.11% | No change | 4,710 | $398K |
| Stone Summit Wealth LLC | 0.14% | Reduce -3.1% | 4,706 | $397K |
| Garden State Investment Advisory Services LLC | 0.14% | Add +8.8% | 4,675 | $395K |
| GM Advisory Group, LLC | 0.03% | No change | 4,669 | $394K |
| Sfmg, LLC | 0.03% | Reduce -1.2% | 4,660 | $394K |
| Gleason Group, Inc. | 0.08% | Reduce -9.8% | 4,647 | $392K |
| JGP Wealth Management, LLC | 0.06% | Reduce -48.6% | 4,639 | $392K |
| Cordgrass Capital Advisors, LLC | 0.12% | Reduce -21.4% | 4,621 | $390K |
| WNY Asset Management, LLC | 0.06% | No change | 4,600 | $388K |
| LJI Wealth Management, LLC | 0.10% | Add +0.0% | 4,589 | $388K |
| Fulton Bank, N.A. | 0.02% | Reduce -3.2% | 4,588 | $387K |
| Koesten, Hirschmann & Crabtree, INC. | 0.25% | New | 4,558 | $385K |
| Swisher Financial Concepts, Inc. | 0.33% | Reduce -0.6% | 4,575 | $384K |
| Arax Advisory Partners | 0.04% | Add +8.0% | 4,548 | $384K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 4,541 | $383K |
| New Millennium Group LLC | 0.29% | Reduce -0.4% | 4,531 | $383K |
| CGN Advisors LLC | 0.05% | No change | 4,518 | $382K |
| Client 1ST Advisory Group, LLC | 0.17% | Add +35.9% | 4,516 | $381K |
| Vident Advisory, LLC | 0.01% | Add +61.2% | 4,514 | $381K |
| Chilton Investment Co. Inc. | 0.01% | New | 4,513 | $381K |
| Legacy Edge Advisors, LLC | 0.08% | New | 4,502 | $380K |
| Shearwater Capital LLC | 0.28% | Reduce -3.9% | 4,501 | $380K |
| KCM Investment Advisors LLC | 0.01% | No change | 4,475 | $378K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +35.5% | 4,458 | $377K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -26.3% | 4,452 | $376K |
| Sunflower Bank, N.A. | 0.08% | No change | 4,448 | $376K |
| Raab & Moskowitz Asset Management LLC | 0.10% | Add +18.9% | 4,444 | $375K |
| Truefg, LLC | 0.14% | No change | 4,436 | $375K |
| Private Portfolio Partners LLC | 0.08% | Reduce -6.4% | 4,430 | $374K |
| Summit Financial, LLC | 0.02% | Add +15.1% | 4,406 | $372K |
| Brown Wealth Management, LLC | 0.15% | Add +0.2% | 4,400 | $372K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | Reduce -2.2% | 4,393 | $371K |
| Ullmann Wealth Partners Group, LLC | 0.05% | No change | 4,376 | $370K |
| Relyea Zuckerberg Hanson LLC | 0.06% | No change | 4,372 | $369K |
| Evoke Wealth, LLC | 0.01% | Add +35.1% | 4,347 | $367K |
| PCA Investment Advisory Services Inc. | 0.21% | Add +2.5% | 4,345 | $367K |
| TrueWealth Advisors, LLC | 0.14% | Add +51.9% | 4,342 | $367K |
| Vicus Capital | 0.03% | Reduce -0.8% | 4,331 | $366K |
| Arkadios Wealth Advisors | 0.03% | Add +25.3% | 4,327 | $365K |
| Redwood Investment Management, LLC | 0.03% | Reduce -53.0% | 4,323 | $365K |
| Welch Group, LLC | 0.02% | Add +6.8% | 4,318 | $365K |
| United Advisor Group, LLC | 0.14% | Reduce -54.2% | 4,316 | $364K |
| Integrity Wealth Solutions LLC | 0.24% | Add +0.6% | 4,311 | $364K |
| Willner & Heller, LLC | 0.36% | Add +0.1% | 4,299 | $363K |
| Wolverine Trading, LLC | 0.00% | New | 4,287 | $362K |
| Blue Chip Partners, LLC | 0.04% | Add +0.1% | 4,286 | $362K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.1% | 4,279 | $361K |
| Ratio Wealth Group | 0.07% | No change | 4,277 | $361K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 4,275 | $361K |
| Eagle Rock Investment Company, LLC | 0.07% | Add +1.2% | 4,251 | $359K |
| Western Financial Corp | 0.22% | New | 4,230 | $357K |
| BOS Asset Management, LLC | 0.19% | Reduce -31.4% | 4,230 | $357K |
| Fort Point Capital Partners LLC | 0.05% | No change | 4,228 | $357K |
| Wedbush Securities Inc. | 0.01% | Add +33.3% | 4,226 | $357K |
| Fisher Asset Management | 0.00% | Reduce -3.0% | 4,179 | $353K |
| Phillips Financial Management, LLC | 0.03% | Reduce -0.6% | 4,177 | $353K |
| Canal Capital Management, LLC | 0.06% | Reduce -15.2% | 4,176 | $353K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +4.0% | 4,159 | $351K |
| MainStreet Investment Advisors LLC | 0.04% | No change | 4,157 | $351K |
| Catalyst Financial Partners LLC | 0.09% | Reduce -3.2% | 4,283 | $349K |
| US Financial Advisors, LLC | 0.12% | Reduce -7.8% | 4,134 | $349K |
| Arcadia Wealth Management, LLC | 0.21% | Add +2.6% | 4,069 | $344K |
| Holland Advisory Services, Inc. | 0.38% | Add +0.1% | 4,056 | $343K |
| Annex Advisory Services, LLC | 0.01% | Add +7.3% | 4,055 | $342K |
| BIP Wealth, LLC | 0.03% | Add +0.0% | 4,050 | $342K |
| Zhang Financial LLC | 0.03% | Reduce -0.5% | 4,038 | $341K |
| RDA Financial Network | 0.12% | Add +37.2% | 4,029 | $340K |
| Lake Street Private Wealth, LLC | 0.05% | Add +9.7% | 4,026 | $340K |
| Melfa Wealth Management, Inc. | 0.25% | New | 4,025 | $340K |
| MIdWestOne Financial Group, Inc. | 0.06% | No change | 4,016 | $339K |
| Ritholtz Wealth Management | 0.01% | Reduce -6.0% | 4,008 | $338K |
| Howard Financial Services, LTD. | 0.06% | Reduce -5.9% | 4,002 | $338K |
| Garrison Point Advisors, LLC | 0.22% | No change | 4,000 | $338K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 4,000 | $338K |
| Summitry LLC | 0.02% | New | 4,000 | $338K |
| Community Financial Services Group, LLC | 0.08% | — | 3,988 | $337K |
| Vishria Bird Financial Group, LLC | 0.14% | No change | 3,964 | $335K |
| Stratos Investment Management, LLC | 0.03% | New | 3,933 | $332K |
| Marcum Wealth, LLC | 0.03% | Reduce -59.1% | 3,930 | $332K |
| Crewe Advisors LLC | 0.04% | Add +54.8% | 3,911 | $330K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +12.1% | 3,893 | $329K |
| Canvas Wealth Advisors, LLC | 0.11% | No change | 4,016 | $328K |
| HFG Advisors, Inc. | 0.29% | Reduce -11.0% | 3,880 | $328K |
| Clarity Capital Advisors, LLC | 0.26% | Add +0.1% | 3,879 | $328K |
| Affinity Wealth Management LLC | 0.06% | No change | 3,853 | $325K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | No change | 3,850 | $325K |
| Apollon Financial, LLC | 0.11% | Reduce -23.5% | 3,849 | $325K |
| Portland Global Advisors LLC | 0.04% | No change | 3,836 | $324K |
| Coyle Financial Counsel LLC | 0.12% | No change | 3,833 | $324K |
| Gradient Investments LLC | 0.01% | Reduce -10.1% | 3,821 | $323K |
| Clearview Wealth Advisors LLC | 0.33% | Reduce -24.9% | 3,808 | $322K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 3,804 | $321K |
| Colonial Trust Advisors | 0.03% | Add +1.7% | 3,793 | $320K |
| Strategic Financial Concepts, LLC | 0.08% | New | 3,790 | $320K |
| Private Capital Management LLC | 0.07% | No change | 3,778 | $319K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -11.4% | 3,766 | $318K |
| Headlands Technologies LLC | 0.08% | Add +517.0% | 3,764 | $318K |
| Monetary Management Group Inc. | 0.09% | No change | 3,750 | $317K |
| United Community Bank | 0.12% | Reduce -9.1% | 3,747 | $316K |
| SYM FINANCIAL Corp | 0.05% | Add +15.3% | 3,708 | $313K |
| Hilltop Holdings Inc. | 0.03% | Add +37.0% | 3,703 | $313K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -29.4% | 3,691 | $312K |
| ABLE Financial Group, LLC | 0.12% | No change | 3,672 | $310K |
| Fairway Wealth LLC | 0.21% | New | 3,658 | $309K |
| Embree Financial Group | 0.06% | Add +20.0% | 3,656 | $309K |
| Kovack Advisors, Inc. | 0.04% | Reduce -31.9% | 3,656 | $309K |
| Center For Asset Management LLC | 0.25% | Reduce -2.3% | 3,652 | $308K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | No change | 3,646 | $308K |
| Cedrus LLC | 0.17% | Reduce -11.1% | 3,636 | $307K |
| Life Line Wealth Management LLC | 0.12% | New | 3,629 | $306K |
| Weaver Capital Management LLC | 0.09% | No change | 3,608 | $305K |
| Ellevest, Inc. | 0.02% | No change | 3,595 | $304K |
| TCWP LLC | 0.81% | New | 3,594 | $303K |
| McDonald Partners LLC | 0.08% | Reduce -11.1% | 3,590 | $303K |
| Opinicus Capital, Inc. | 0.27% | Reduce -8.0% | 3,590 | $303K |
| Strategic Point Investment Advisors, LLC | 0.05% | Reduce -1.6% | 3,585 | $303K |
| Brand Asset Management Group, Inc. | 0.13% | No change | 3,580 | $302K |
| HTLF Bank | 0.03% | No change | 3,579 | $302K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 3,624 | $302K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | Reduce -3.0% | 3,565 | $301K |
| TBH Global Asset Management, LLC | 0.06% | New | 3,556 | $300K |
| Cozad Asset Management Inc. | 0.03% | New | 3,553 | $300K |
| Vaughan David Investments LLC | 0.01% | Reduce -24.2% | 3,557 | $300K |
| Catalina Capital Group, LLC | 0.13% | Reduce -29.0% | 3,532 | $298K |
| Coho Partners, Ltd. | 0.01% | No change | 3,530 | $298K |
| Arbor Trust Wealth Advisors, LLC | 0.16% | Add +4.7% | 3,561 | $298K |
| Forum Private Client Group LLC | 0.14% | Reduce -5.2% | 3,529 | $298K |
| RVW Wealth, LLC | 0.03% | No change | 3,525 | $298K |
| Covenant Partners, LLC | 0.09% | No change | 3,516 | $297K |
| KKM Financial LLC | 0.14% | No change | 3,500 | $296K |
| Westwood Holdings Group Inc. | 0.00% | No change | 3,485 | $294K |
| Saxon Interests, Inc. | 0.14% | Reduce -0.1% | 3,475 | $293K |
| Hubbell Strickland Wealth Management, LLC | 0.15% | Add +0.4% | 3,458 | $292K |
| Oarsman Capital, Inc. | 0.07% | Add +1.5% | 3,455 | $292K |
| Ledyard National Bank | 0.03% | New | 3,442 | $291K |
| Petra Financial Advisors Inc. | 0.21% | No change | 3,436 | $290K |
| CRA Financial Services, LLC | 0.06% | New | 3,431 | $290K |
| Pullen Investment Management, LLC | 0.24% | — | 3,428 | $289K |
| Navalign, LLC | 0.10% | Reduce -0.4% | 3,426 | $289K |
| Farmers National Bank | 0.09% | New | 3,426 | $289K |
| Allen Capital Group, LLC | 0.04% | No change | 3,421 | $289K |
| Burney Co./ | 0.01% | Reduce -2.5% | 3,404 | $287K |
| Orange Investment Advisors, Inc. | 0.03% | No change | 3,400 | $287K |
| Eastern Bank | 0.01% | Reduce -35.3% | 3,396 | $287K |
| W.H. Cornerstone Investments Inc. | 0.21% | Reduce -28.5% | 3,379 | $285K |
| Advisor Resource Council | 0.12% | Reduce -89.2% | 3,790 | $285K |
| TruWealth Advisors, LLC | 0.02% | No change | 3,352 | $283K |
| L & S Advisors Inc | 0.04% | Reduce -0.1% | 3,350 | $283K |
| Ellenbecker Investment Group | 0.06% | Add +0.4% | 3,344 | $282K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | No change | 3,343 | $282K |
| Independent Wealth Network Inc. | 0.13% | Add +0.1% | 3,315 | $280K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +14.6% | 3,313 | $280K |
| Stiles Financial Services Inc | 0.11% | No change | 3,305 | $279K |
| Petix & Botte Co | 0.07% | Reduce -49.5% | 3,304 | $279K |
| Savvy Advisors, Inc. | 0.16% | New | 3,289 | $278K |
| G2 Capital Management, LLC / Oh | 0.09% | No change | 3,288 | $278K |
| PFG Investments, LLC | 0.02% | New | 3,285 | $277K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -2.1% | 3,276 | $277K |
| Ruggaard & Associates LLC | 0.13% | No change | 3,269 | $276K |
| Berkshire Money Management, Inc. | 0.03% | New | 3,267 | $276K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -5.3% | 3,256 | $275K |
| Axiom Advisory, LLC | 0.20% | Add +0.1% | 3,251 | $275K |
| Edge Capital Group, LLC | 0.01% | New | 3,251 | $275K |
| Caldwell Trust Co | 0.03% | No change | 3,230 | $273K |
| Vision Capital Management, Inc. | 0.04% | No change | 3,222 | $272K |
| Jag Capital Management, LLC | 0.04% | Add +14.5% | 3,204 | $271K |
| Paulson Wealth Management Inc. | 0.08% | No change | 3,200 | $270K |
| Roble, Belko & Company, Inc | 0.05% | No change | 3,196 | $270K |
| Kavar Capital Partners Group, LLC | 0.05% | Reduce -50.0% | 3,192 | $270K |
| Cassady Schiller Wealth Management, LLC | 0.12% | No change | 3,186 | $269K |
| Freedom Day Solutions, LLC | 0.09% | Reduce -1.7% | 3,170 | $268K |
| Legacy Capital Group California, Inc. | 0.10% | Add +1.2% | 3,164 | $267K |
| Zullo Investment Group, Inc. | 0.13% | Reduce -1.9% | 3,163 | $267K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | Reduce -4.0% | 3,158 | $267K |
| Chesapeake Wealth Management | 0.10% | Reduce -4.5% | 3,155 | $266K |
| Tortoise Investment Management, LLC | 0.03% | No change | 3,143 | $265K |
| Carmichael Hill & Associates, Inc. | 0.11% | Reduce -3.7% | 3,133 | $265K |
| Basepoint Wealth LLC | 0.20% | New | 3,132 | $264K |
| Shelton Wealth Management, LLC | 0.17% | Reduce -14.7% | 3,129 | $264K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | New | 3,121 | $264K |
| Texas Capital Bancshares Inc | 0.12% | Add +4.1% | 3,102 | $262K |
| M. Kraus & Co | 0.08% | No change | 3,100 | $262K |
| Grey Fox Wealth Advisors, LLC | 0.10% | Reduce -2.8% | 3,100 | $262K |
| Core Wealth Management, Inc. | 0.11% | No change | 3,099 | $262K |
| GAMMA Investing LLC | 0.05% | No change | 3,096 | $261K |
| Freedom Investment Management, Inc. | 0.02% | New | 3,066 | $259K |
| SkyOak Wealth, LLC | 0.06% | No change | 3,064 | $259K |
| Motiv8 Investments LLC | 0.20% | No change | 3,027 | $256K |
| First American Trust, FSB | 0.03% | No change | 3,021 | $255K |
| Onyx Bridge Wealth Group LLC | 0.05% | No change | 3,090 | $255K |
| Regatta Capital Group, LLC | 0.06% | No change | 3,019 | $255K |
| Destiny Wealth Partners, LLC | 0.05% | New | 3,010 | $254K |
| Steph & Co. | 0.09% | No change | 3,009 | $254K |
| Plum Street Advisors, LLC | 0.13% | New | 2,651 | $254K |
| 1776 Wealth LLC | 0.12% | No change | 3,000 | $253K |
| NewSquare Capital LLC | 0.02% | Add +1822.4% | 2,999 | $253K |
| 180 Wealth Advisors, LLC | 0.05% | New | 2,987 | $252K |
| Delta Investment Management, LLC | 0.06% | Reduce -94.9% | 2,985 | $252K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 3,352 | $252K |
| Eudaimonia Partners, LLC | 0.06% | Add +3.0% | 2,981 | $252K |
| L.M. Kohn & Company | 0.07% | New | 2,952 | $249K |
| Quent Capital, LLC | 0.03% | No change | 2,951 | $249K |
| Bluesphere Advisors LLC | 0.14% | Add +0.0% | 2,948 | $249K |
| TCP Asset Management, LLC | 0.07% | New | 2,943 | $249K |
| Cypress Capital Group | 0.03% | No change | 2,929 | $247K |
| 1900 Wealth Management LLC | 0.02% | Reduce -3.8% | 2,926 | $247K |
| Bremer Bank National Association | 0.05% | Reduce -15.4% | 2,895 | $244K |
| Mountain Capital Investment Advisors Inc. | 0.07% | New | 2,900 | $244K |
| Diversified, LLC | 0.03% | Add +0.0% | 2,890 | $244K |
| Proathlete Wealth Management LLC | 0.13% | Reduce -12.1% | 2,820 | $238K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 2,815 | $238K |
| LaFleur & Godfrey LLC | 0.03% | Reduce -14.7% | 2,792 | $236K |
| Patten & Patten Inc. | 0.02% | No change | 2,782 | $235K |
| Grove Bank & Trust | 0.04% | New | 2,781 | $235K |
| Aviance Capital Partners, LLC | 0.03% | New | 2,781 | $235K |
| Exchange Capital Management, Inc. | 0.04% | New | 2,772 | $234K |
| Riverwater Partners LLC | 0.17% | No change | 2,750 | $232K |
| Tranquility Partners, LLC | 0.09% | Reduce -0.4% | 2,748 | $232K |
| MRA Advisory Group | 0.14% | Add +0.1% | 2,735 | $231K |
| Paradigm, Strategies in Wealth Management, LLC | 0.14% | No change | 2,735 | $231K |
| SP Asset Management LLC | 0.02% | Add +0.1% | 2,733 | $231K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -11.5% | 2,723 | $230K |
| NWF Advisory Services Inc. | 0.04% | New | 2,718 | $230K |
| PSI Advisors, LLC | 0.08% | Reduce -5.1% | 2,712 | $229K |
| Avity Investment Management Inc. | 0.02% | No change | 2,695 | $228K |
| Veery Capital, LLC | 0.09% | New | 2,691 | $227K |
| Latitude Advisors, LLC | 0.14% | New | 2,687 | $227K |
| Harbor Group, Inc. | 0.06% | Reduce -4.3% | 2,686 | $227K |
| Unionview, LLC | 0.19% | Reduce -3.5% | 2,679 | $226K |
| Becker Capital Management Inc. | 0.01% | Reduce -2.4% | 2,674 | $226K |
| United Asset Strategies, Inc. | 0.02% | No change | 2,672 | $226K |
| Genesee Capital Advisors, LLC | 0.12% | No change | 2,668 | $225K |
| Smith, Moore & Co. | 0.02% | Reduce -4.0% | 2,664 | $225K |
| Whalerock Point Partners, LLC | 0.06% | New | 2,646 | $223K |
| Atlantic Private Wealth, LLC | 0.18% | Add +0.1% | 2,621 | $221K |
| Barr E S & Co. | 0.01% | Reduce -7.1% | 2,620 | $221K |
| Gordian Advisors LLC | 0.20% | Reduce -34.3% | 2,616 | $221K |
| Copperleaf Capital, LLC | 0.19% | Reduce -79.0% | 2,610 | $220K |
| Crew Capital Management, Ltd | 0.18% | New | 2,607 | $220K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -1.7% | 2,767 | $219K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -5.1% | 2,598 | $219K |
| Legacy Financial Strategies, LLC | 0.06% | New | 2,596 | $219K |
| Cibc World Market Inc. | 0.00% | New | 2,596 | $219K |
| Global Assets Advisory, LLC | 0.13% | New | 2,587 | $219K |
| Cambridge Financial Group, LLC | 0.10% | New | 2,591 | $219K |
| Schrum Private Wealth Management LLC | 0.20% | New | 2,564 | $217K |
| Parsons Capital Management Inc. | 0.01% | New | 2,560 | $216K |
| Relative Value Partners Group, LLC | 0.01% | No change | 2,797 | $216K |
| Human Investing LLC | 0.04% | New | 2,540 | $214K |
| Pegasus Partners Ltd. | 0.02% | New | 2,540 | $214K |
| Eubel Brady & Suttman Asset Management Inc. | 0.03% | New | 2,534 | $214K |
| M3 Advisory Group, LLC | 0.19% | New | 2,527 | $213K |
| B & T Capital Management DBA Alpha Capital Management | 0.04% | Reduce -26.6% | 2,522 | $213K |
| Investment Partners Asset Management, Inc. | 0.19% | New | 2,518 | $213K |
| Certuity, LLC | 0.02% | New | 2,517 | $212K |
| Good Life Advisors, LLC | 0.02% | New | 2,512 | $212K |
| BLB&B Advisors, LLC | 0.01% | New | 2,486 | $210K |
| Osborne Partners Capital Management, LLC | 0.01% | New | 2,485 | $210K |
| Palouse Capital Management, Inc. | 0.14% | New | 2,480 | $209K |
| Truvestments Capital LLC | 0.08% | Reduce -17.5% | 2,474 | $209K |
| Bragg Financial Advisors, Inc | 0.01% | New | 2,467 | $208K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 2,456 | $207K |
| Davidson Trust Co. | 0.12% | New | 2,456 | $207K |
| Allred Capital Management, LLC | 0.08% | New | 2,451 | $207K |
| Aufman Associates Inc | 0.15% | New | 2,445 | $206K |
| Trust Co. of Vermont | 0.01% | No change | 2,445 | $206K |
| Chemistry Wealth Management LLC | 0.06% | New | 2,427 | $205K |
| Silverlake Wealth Management LLC | 0.10% | New | 2,424 | $205K |
| Windsor Advisory Group, LLC | 0.58% | No change | 2,420 | $204K |
| Fragasso Financial Advisors Inc | 0.02% | New | 2,414 | $204K |
| Columbus Macro, LLC | 0.08% | New | 2,412 | $204K |
| Jane Street Group, LLC | 0.00% | New | 2,410 | $204K |
| Resources Management Corp. /CT/ | 0.03% | No change | 2,409 | $203K |
| Full Sail Capital, LLC | 0.01% | New | 2,390 | $202K |
| Voisard Asset Management Group, Inc. | 0.11% | No change | 2,380 | $201K |
| JSF Financial, LLC | 0.06% | New | 2,378 | $201K |
| Cape Ann Savings Bank | 0.13% | New | 2,376 | $201K |
| Twelve Points Wealth Management LLC | 0.07% | Reduce -20.6% | 2,376 | $201K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 2,370 | $200K |
| Perritt Capital Management Inc | 0.11% | Add +0.1% | 2,362 | $199K |
| Colonial Trust Co / SC | 0.04% | No change | 2,342 | $198K |
| POM Investment Strategies, LLC | 0.16% | No change | 2,305 | $195K |
| REAP Financial Group, LLC | 0.05% | Add +148.0% | 2,210 | $187K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 2,182 | $184K |
| Realta Investment Advisors | 0.04% | New | 2,160 | $182K |
| Compass Wealth Management LLC | 0.05% | No change | 2,158 | $182K |
| Gilliland Jeter Wealth Management LLC | 0.06% | New | 2,155 | $182K |
| Goodman Advisory Group, LLC | 0.06% | No change | 2,143 | $181K |
| Cornerstone Planning Group LLC | 0.06% | Add +16.6% | 2,138 | $178K |
| Bfsg, LLC | 0.02% | No change | 2,056 | $174K |
| Clearstead Trust, LLC | 0.05% | No change | 2,053 | $173K |
| Vermillion & White Wealth Management Group, LLC | 0.14% | Add +83.2% | 2,002 | $169K |
| WR Wealth Planners, LLC | 0.05% | Reduce -77.3% | 1,988 | $168K |
| Global Financial Private Client, LLC | 0.07% | Add +127.4% | 1,908 | $161K |
| Founders Financial Alliance, LLC | 0.05% | Add +9.2% | 1,865 | $157K |
| TCTC Holdings, LLC | 0.01% | No change | 1,832 | $155K |
| Black Cypress Capital Management, LLC | 0.14% | — | 1,812 | $153K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,735 | $147K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 1,648 | $139K |
| Asset Dedication, LLC | 0.01% | Reduce -18.0% | 1,645 | $139K |
| Evermay Wealth Management LLC | 0.02% | Add +114.9% | 1,631 | $138K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,620 | $137K |
| Lanark Financial, Inc. | 0.01% | No change | 1,573 | $132K |
| Addison Advisors LLC | 0.04% | No change | 1,536 | $130K |
| Bangor Savings Bank | 0.01% | Reduce -2.5% | 1,530 | $129K |
| First PREMIER Bank | 0.03% | No change | 1,530 | $129K |
| Northwest Investment Counselors, LLC | 0.03% | New | 1,524 | $129K |
| RFP Financial Group LLC | 0.05% | No change | 1,500 | $127K |
| Retirement Group, LLC | 0.04% | No change | 1,427 | $120K |
| Founders Capital Management | 0.08% | No change | 1,389 | $117K |
| Cape Investment Advisory, Inc. | 0.05% | Add +58.8% | 1,386 | $117K |
| GoalVest Advisory LLC | 0.04% | No change | 1,344 | $113K |
| Cardinal Strategic Wealth Guidance | 0.04% | No change | 1,326 | $112K |
| Balentine LLC | 0.00% | Reduce -34.8% | 1,322 | $112K |
| Red Tortoise LLC | 0.06% | Add +0.8% | 1,315 | $111K |
| JDM Financial Group LLC | 0.08% | No change | 1,300 | $110K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 1,282 | $108K |
| Insight Inv LLC | 0.09% | No change | 1,280 | $108K |
| PFS Partners, LLC | 0.07% | No change | 1,261 | $107K |
| AlphaMark Advisors, LLC | 0.04% | Add +1.6% | 1,252 | $106K |
| West Branch Capital LLC | 0.04% | Add +0.1% | 1,242 | $105K |
| Core Wealth Advisors, Inc. | 0.04% | Reduce -4.8% | 1,230 | $104K |
| Loomis Sayles & Co. L P | 0.00% | Add +791.2% | 1,221 | $103K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -7.5% | 1,200 | $101K |
| FSA Wealth Management LLC | 0.04% | No change | 1,180 | $100K |
| Amundi | 0.00% | Reduce -33.6% | 1,089 | $92K |
| Tucker Asset Management LLC | 0.02% | New | 1,077 | $91K |
| Milestone Investment Advisors LLC | 0.02% | No change | 1,076 | $91K |
| Pin Oak Investment Advisors Inc. | 0.08% | No change | 1,029 | $87K |
| Castleview Partners, LLC | 0.05% | No change | 1,030 | $87K |
| Ballast Advisors LLC | 0.03% | No change | 1,029 | $87K |
| Archer Investment Corp | 0.03% | Add +0.1% | 1,015 | $86K |
| Anchor Investment Management, LLC | 0.01% | Add +0.7% | 1,007 | $85K |
| Heck Capital Advisors, LLC | 0.01% | No change | 988 | $83K |
| Syntrinsic LLC | 0.03% | Add +4.9% | 982 | $83K |
| SouthState Bank Corp | 0.01% | New | 977 | $82K |
| CoreFirst Bank & Trust | 0.05% | No change | 956 | $81K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Reduce -13.3% | 950 | $80K |
| Motco | 0.00% | No change | 920 | $78K |
| Sugarloaf Wealth Management, LLC | 0.02% | Add +107.3% | 908 | $77K |
| Abound Wealth Management | 0.03% | No change | 880 | $74K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 877 | $74K |
| Trifecta Capital Advisors, LLC | 0.02% | Reduce -37.1% | 841 | $71K |
| Armor Investment Advisors, LLC | 0.03% | Add +5.8% | 826 | $70K |
| Rise Advisors, LLC | 0.04% | Add +0.1% | 815 | $69K |
| Center for Financial Planning, Inc. | 0.01% | No change | 814 | $69K |
| Wetzel Investment Advisors, Inc. | 0.04% | No change | 835 | $68K |
| FRG Family Wealth Advisors LLC | 0.01% | New | 800 | $65K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +154.0% | 762 | $64K |
| Frazier Financial Advisors, LLC | 0.05% | Add +0.1% | 753 | $64K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -9.3% | 735 | $62K |
| Aspect Partners, LLC | 0.05% | No change | 720 | $61K |
| Chilton Capital Management LLC | 0.00% | Reduce -32.3% | 701 | $59K |
| Rice Partnership, LLC | 0.01% | No change | 668 | $56K |
| Nemes Rush Group LLC | 0.01% | Add +344.8% | 645 | $54K |
| Ruedi Wealth Management, Inc. | 0.02% | No change | 643 | $54K |
| Independence Bank of Kentucky | 0.02% | No change | 632 | $53K |
| True Wealth Design, LLC | 0.01% | No change | 627 | $53K |
| Capital Investment Counsel, Inc | 0.01% | No change | 612 | $52K |
| Concord Wealth Partners | 0.01% | Reduce -42.3% | 605 | $51K |
| Sawyer & Company, Inc | 0.02% | No change | 600 | $51K |
| Wolff Wiese Magana LLC | 0.04% | No change | 592 | $50K |
| Rain Capital Management, LLC | 0.03% | Add +0.2% | 579 | $49K |
| Balefire, LLC | 0.02% | Reduce -27.1% | 571 | $48K |
| NFSG Corp | 0.02% | Reduce -44.0% | 551 | $47K |
| Annapolis Financial Services, LLC | 0.02% | Add +6.0% | 550 | $46K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 550 | $46K |
| First Manhattan Co. Llc. | 0.00% | No change | 540 | $46K |
| Centennial Bank | 0.02% | No change | 484 | $41K |
| Westside Investment Management, Inc. | 0.01% | No change | 480 | $41K |
| Kozak & Associates, Inc. | 0.01% | Add +0.2% | 468 | $40K |
| Dunhill Financial, LLC | 0.03% | No change | 467 | $39K |
| Breakwater Investment Management | 0.02% | — | 460 | $39K |
| First Pacific Financial | 0.01% | Reduce -29.7% | 460 | $39K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 460 | $39K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 452 | $38K |
| PrairieView Partners, LLC | 0.00% | No change | 444 | $38K |
| Element Wealth, LLC | 0.02% | No change | 438 | $37K |
| Ironwood Wealth Management, LLC. | 0.01% | New | 403 | $34K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | Add +45.5% | 400 | $34K |
| Provident Wealth Management, LLC | 0.01% | No change | 385 | $33K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | New | 384 | $32K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.1% | 379 | $32K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -25.9% | 364 | $31K |
| Wiser Advisor Group LLC | 0.04% | No change | 334 | $28K |
| Providence Capital Advisors, LLC | 0.01% | No change | 324 | $27K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 328 | $27K |
| McIlrath & Eck, LLC | 0.00% | No change | 306 | $26K |
| Macroview Investment Management LLC | 0.03% | Add +33.3% | 304 | $26K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 300 | $25K |
| WASHINGTON TRUST Co | 0.00% | No change | 300 | $25K |
| HighMark Wealth Management LLC | 0.02% | Add +5.7% | 297 | $25K |
| Avondale Wealth Management | 0.02% | No change | 278 | $23K |
| Highline Wealth Partners LLC | 0.01% | No change | 263 | $22K |
| DecisionPoint Financial, LLC | 0.01% | No change | 265 | $22K |
| Morling Financial Advisors, LLC | 0.01% | No change | 234 | $20K |
| Davis Capital Management | 0.02% | No change | 231 | $20K |
| Vima LLC | 0.02% | No change | 300 | $19K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 220 | $19K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -61.1% | 218 | $18K |
| Basso Capital Management, L.P. | 0.02% | No change | 201 | $17K |
| Creative Capital Management Investments LLC | 0.01% | No change | 200 | $17K |
| Versant Capital Management, Inc | 0.00% | No change | 200 | $17K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -30.8% | 189 | $16K |
| Creekmur Asset Management LLC | 0.01% | Add +0.6% | 179 | $15K |
| Delos Wealth Advisors, LLC | 0.02% | Reduce -66.4% | 178 | $15K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Reduce -13.7% | 151 | $15K |
| Avion Wealth | 0.00% | No change | 156 | $14K |
| Eukles Asset Management | 0.01% | No change | 148 | $12K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 149 | $12K |
| Missouri Trust & Investment Co | 0.00% | No change | 142 | $12K |
| First United Bank & Trust | 0.00% | No change | 140 | $12K |
| St Germain D J Co. Inc. | 0.00% | No change | 133 | $11K |
| Field & Main Bank | 0.00% | No change | 128 | $11K |
| Anfield Capital Management, LLC | 0.00% | New | 118 | $10K |
| Ables, Iannone, Moore & Associates, Inc. | 0.01% | No change | 105 | $9K |
| Hexagon Capital Partners LLC | 0.00% | New | 105 | $9K |
| Janiczek Wealth Management, LLC | 0.00% | Reduce -72.0% | 88 | $7K |
| Caitlin John, LLC | 0.00% | Reduce -83.0% | 77 | $7K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 76 | $6K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 73 | $6K |
| ESL Trust Services, LLC | 0.00% | New | 62 | $5K |
| Register Financial Advisors LLC | 0.00% | No change | 53 | $4K |
| Webster Bank, N. A. | 0.00% | No change | 49 | $4K |
| City State Bank | 0.00% | New | 43 | $4K |
| Howe & Rusling Inc. | 0.00% | No change | 44 | $4K |
| Clean Yield Group | 0.00% | New | 42 | $4K |
| Thompson Investment Management, Inc. | 0.00% | New | 39 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 28 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 21 | $2K |
| Citadel Advisors | 0.00% | Reduce -100.0% | 21 | $2K |
| Paladin Advisory Group, LLC | 0.00% | No change | 20 | $2K |
| M&R Capital Management Inc. | 0.00% | No change | 15 | $1K |
| Arcadia Investment Management Corp. | 0.00% | No change | 10 | $845 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 9 | $758 |
| Piscataqua Savings Bank | 0.00% | New | 1 | $84 |
"% of holder's portfolio" is IVW's weight in each manager's 13F, not the share of iShares S&P 500 Growth ETF the manager owns.