iShares S&P 500 Growth ETFIVWETF
13F holders, Q2 2024 (June 30)1,662holders +63
118new positions
61sold out
5famous investors
$92.32avg. 13F price*
At the end of Q2 2024, 1,662 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 63 from Q1 2024. 118 opened new positions and 61 sold out. The largest holders were Envestnet Asset Management Inc. ($4.5B), JPMorgan Chase & Co. ($4.4B) and Morgan Stanley ($3.1B). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $214.7M |
| Exits | 61 | $61.3M |
All 13F filers, Q1 2024 → Q2 2024: 56,665,403 shares bought and 9,518,440 shares sold, net +47,146,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,662 holders
| Envestnet Asset Management Inc. | 1.58% | Add +47.0% | 49,022,359 | $4.5B |
| JPMorgan Chase & Co. | 0.38% | Add +2.1% | 47,661,628 | $4.4B |
| Morgan Stanley | 0.24% | Add +6.3% | 33,331,488 | $3.1B |
| Bank of America Corp. | 0.17% | Add +7.4% | 19,127,754 | $1.8B |
| Wells Fargo & Company | 0.37% | Add +2.6% | 15,525,706 | $1.4B |
| LPL Financial LLC | 0.71% | Add +35.2% | 15,426,906 | $1.4B |
| Goldman Sachs Group Inc. | 0.17% | Reduce -2.8% | 9,383,428 | $868.3M |
| UBS Group AG | 0.26% | Reduce -0.5% | 9,259,576 | $856.9M |
| Jones Financial Companies LLLP | 0.85% | Reduce -37.3% | 7,964,633 | $737.0M |
| Stifel Financial Corp. | 0.78% | Add +2.3% | 7,452,843 | $689.7M |
| Ameriprise Financial Inc. | 0.18% | Add +6.8% | 7,363,062 | $680.6M |
| Envestnet Portfolio Solutions, Inc. | 2.06% | Add +60.6% | 6,371,552 | $589.6M |
| Cwm, LLC | 2.62% | Add +36.0% | 6,010,873 | $556.2M |
| BlackRock Inc. | 0.01% | Add +2.9% | 5,593,423 | $517.6M |
| PNC Financial Services Group, Inc. | 0.32% | Add +1.3% | 5,195,062 | $480.8M |
| M&T Bank Corp | 1.52% | Reduce -4.6% | 4,819,691 | $446.0M |
| Park Avenue Securities LLC | 4.80% | Add +60.1% | 4,243,838 | $392.7M |
| FIL Ltd | 0.38% | Add +60.7% | 4,106,586 | $380.0M |
| US Bancorp \de | 0.48% | Add +6.5% | 3,836,358 | $355.0M |
| Mariner, LLC | 0.68% | Add +1.2% | 3,787,254 | $350.5M |
| Royal Bank of Canada | 0.08% | Add +15.4% | 3,403,441 | $315.3M |
| Commonwealth Equity Services, LLC | 0.49% | Add +11.1% | 3,341,967 | $309.3M |
| Cetera Investment Advisers | 0.71% | Add +30.5% | 3,320,633 | $307.3M |
| MML Investors Services, LLC | 1.15% | Add +45.1% | 3,071,574 | $284.2M |
| Regions Financial Corp. | 2.09% | Reduce -1.8% | 2,966,989 | $274.6M |
| Lido Advisors, LLC | 1.98% | Add +2.8% | 2,577,490 | $238.5M |
| Janney Montgomery Scott LLC | 0.72% | Add +51.9% | 2,538,078 | $234.9M |
| HB Wealth Management, LLC | 2.74% | Reduce -2.2% | 2,531,410 | $234.3M |
| Raymond James Financial Services Advisors, Inc. | 0.32% | Add +2.2% | 2,462,255 | $227.9M |
| FMR LLC | 0.01% | Add +0.2% | 2,161,978 | $200.1M |
| Raymond James & Associates | 0.13% | Add +1.9% | 2,152,631 | $199.2M |
| Osaic Holdings, Inc. | 0.40% | Add +3.9% | 1,829,838 | $169.4M |
| HighTower Advisors, LLC | 0.25% | Add +1.6% | 1,740,765 | $161.1M |
| Bank of New York Mellon Corp | 0.03% | Add +59.1% | 1,696,079 | $157.0M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +1.5% | 1,664,740 | $154.1M |
| Focus Partners Wealth | 0.52% | Add +119.6% | 1,653,192 | $153.0M |
| Smith Anglin Financial, LLC | 14.48% | Add +5.9% | 1,548,372 | $143.3M |
| NewEdge Advisors, LLC | 1.00% | Add +87.6% | 1,485,754 | $137.5M |
| United Capital Financial Advisors, LLC | 1.18% | Add +41.8% | 1,479,548 | $136.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.93% | Reduce -2.4% | 1,475,631 | $136.6M |
| JB Capital LLC | 7.63% | Add +63.1% | 1,316,343 | $121.8M |
| Midland Wealth Advisors, LLC | 7.17% | Reduce -1.6% | 1,305,993 | $120.9M |
| Thrivent Financial for Lutherans | 0.24% | Add +11.1% | 1,291,843 | $119.5M |
| Foundations Investment Advisors, LLC | 2.80% | Add +22.4% | 1,248,891 | $115.6M |
| Moneta Group Investment Advisors LLC | 1.82% | Reduce -1.5% | 1,228,734 | $113.7M |
| Two Sigma Investments, LP | 0.27% | Add +1.3% | 1,207,200 | $111.7M |
| Truist Financial Corp. | 0.17% | Add +1.9% | 1,198,254 | $110.9M |
| Comerica Bank | 0.42% | Reduce -1.4% | 1,085,249 | $100.4M |
| Baird Financial Group, Inc. | 0.20% | Add +4.5% | 1,055,870 | $97.7M |
| Courier Capital LLC | 7.72% | Reduce -0.9% | 1,049,966 | $97.2M |
| Rehmann Capital Advisory Group | 6.96% | Reduce -3.0% | 1,049,462 | $97.1M |
| Calamos Wealth Management LLC | 5.03% | Add +3.6% | 1,001,862 | $92.7M |
| LVZ, Inc. | 12.36% | Add +0.2% | 979,889 | $90.7M |
| Sanctuary Advisors, LLC | 0.65% | — | 1,088,044 | $89.8M |
| Cambridge Investment Research Advisors, Inc. | 0.33% | Add +22.6% | 964,618 | $89.3M |
| MAI Capital Management | 0.88% | Add +0.7% | 964,007 | $89.2M |
| Two Sigma Advisers, LP | 0.19% | Add +248.6% | 906,100 | $83.9M |
| Modern Wealth Management, LLC | 6.17% | Add +7.3% | 903,063 | $83.6M |
| USA Financial Formulas | 13.12% | Reduce -3.1% | 874,515 | $80.9M |
| Atria Wealth Solutions, Inc. | 0.87% | Add +42.9% | 844,644 | $78.2M |
| Salomon & Ludwin, LLC | 8.66% | Reduce -26.4% | 838,230 | $77.6M |
| AE Wealth Management LLC | 0.77% | Add +82.7% | 832,158 | $77.0M |
| Fifth Third Bancorp | 0.29% | Reduce -7.7% | 828,761 | $76.7M |
| Keybank National Association | 0.31% | Reduce -1.6% | 820,871 | $76.0M |
| Avantax Advisory Services, Inc. | 0.53% | Add +46.2% | 806,658 | $74.6M |
| Modera Wealth Management, LLC | 1.06% | Add +0.6% | 777,861 | $72.0M |
| Praetorian Wealth Management, Inc. | 17.66% | Reduce -0.5% | 745,586 | $69.0M |
| Valmark Advisers, Inc. | 1.16% | Reduce -9.8% | 736,266 | $68.1M |
| Advocacy Wealth Management, LLC | 5.54% | Add +61.4% | 725,361 | $67.1M |
| OneDigital Investment Advisors LLC | 0.82% | Reduce -0.9% | 707,670 | $65.5M |
| Northern Trust Corp. | 0.01% | Add +1.0% | 657,323 | $60.8M |
| Alera Investment Advisors, LLC | 7.17% | Add +250.6% | 643,844 | $59.6M |
| Bank of Montreal | 0.02% | Reduce -1.1% | 629,996 | $58.9M |
| Stegner Investment Associates Inc. | 42.17% | Reduce -3.7% | 633,530 | $58.6M |
| Peninsula Wealth, LLC | 10.64% | Add +50.3% | 594,300 | $56.9M |
| Arvest Trust Co. N A | 3.35% | Reduce -4.3% | 609,721 | $56.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.2% | 604,025 | $55.9M |
| Kestra Advisory Services, LLC | 0.30% | Add +27.0% | 634,587 | $53.9M |
| SilverOak Wealth Management LLC | 12.89% | Reduce -0.0% | 580,223 | $53.7M |
| Steward Partners Investment Advisory, LLC | 0.56% | Add +27.2% | 569,929 | $52.7M |
| Sigma Planning Corp | 1.66% | Add +1.9% | 565,403 | $52.3M |
| Allworth Financial LP | 0.34% | Reduce -2.0% | 565,233 | $52.0M |
| SCS Capital Management LLC | 1.09% | Add +1.9% | 562,159 | $52.0M |
| Austin Private Wealth, LLC | 5.59% | Add +74.5% | 561,233 | $51.9M |
| NorthCoast Asset Management LLC | 0.44% | New | 556,594 | $51.5M |
| Integrated Wealth Concepts LLC | 0.70% | Add +141.3% | 555,769 | $51.4M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +2.4% | 540,980 | $50.1M |
| Atria Investments, Inc | 0.64% | Add +44.3% | 534,049 | $49.4M |
| Platte River Wealth Advisors, LLC | 13.76% | Add +7.0% | 530,011 | $49.0M |
| Rockefeller Capital Management L.P. | 0.14% | Add +4.0% | 527,308 | $48.8M |
| Equitable Holdings, Inc. | 0.51% | Reduce -20.4% | 524,244 | $48.5M |
| Choreo, LLC | 0.79% | Add +13.8% | 506,741 | $47.2M |
| World Investment Advisors | 2.92% | Reduce -5.8% | 403,909 | $46.9M |
| North Star Investment Management Corp. | 3.42% | Reduce -4.9% | 504,319 | $46.7M |
| 1834 Investment Advisors Co. | 5.57% | Reduce -2.2% | 499,971 | $46.3M |
| Probity Advisors, Inc. | 9.54% | Add +1.8% | 497,693 | $46.1M |
| Creative Planning | 0.05% | Add +0.5% | 490,439 | $45.4M |
| West Wealth Group, LLC | 15.91% | Add +13.2% | 486,128 | $45.0M |
| Captrust Financial Advisors | 0.14% | Reduce -1.1% | 477,435 | $44.2M |
| Capital Advisors Inc. | 0.89% | Reduce -1.8% | 467,239 | $43.2M |
| Private Advisor Group, LLC | 0.28% | Add +10.0% | 447,159 | $41.4M |
| Connecticut Wealth Management, LLC | 2.10% | Reduce -6.2% | 440,438 | $40.8M |
| Pinkerton Wealth, LLC | 6.08% | Add +9.1% | 427,610 | $39.6M |
| Icon Wealth Advisors, LLC | 3.51% | Add +62.6% | 432,842 | $39.5M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -14.5% | 410,536 | $38.0M |
| First Hawaiian Bank | 1.26% | Reduce -23.7% | 404,127 | $37.4M |
| CreativeOne Wealth, LLC | 1.84% | Add +15.0% | 392,988 | $36.4M |
| Invst, LLC | 3.97% | Add +87.1% | 385,616 | $36.0M |
| Quantitative Strategies, Inc. | 20.26% | Add +4.3% | 383,481 | $35.5M |
| Foundation Wealth Management, LLC | 27.57% | Reduce -3.0% | 380,195 | $35.2M |
| Greenleaf Trust | 0.33% | Reduce -10.7% | 376,198 | $34.8M |
| Ewa, LLC | 14.40% | Add +7.0% | 371,917 | $34.8M |
| Prudential Financial Inc. | 0.05% | Add +50.8% | 370,571 | $34.3M |
| BOK Financial Private Wealth, Inc. | 2.49% | Reduce -2.6% | 369,782 | $34.2M |
| Amarillo National Bank | 6.48% | Reduce -10.1% | 368,318 | $34.1M |
| Financial Life Advisors | 13.60% | Reduce -8.6% | 361,943 | $33.5M |
| Clearstead Advisors, LLC | 0.57% | Add +5.0% | 361,569 | $33.5M |
| Encompass Wealth Advisors, LLC | 8.93% | Reduce -0.1% | 361,392 | $33.4M |
| Busey Bank | 1.14% | Reduce -1.3% | 360,077 | $33.3M |
| MV Capital Management, Inc. | 3.70% | Reduce -1.2% | 355,407 | $32.9M |
| LMG Wealth Partners, LLC | 8.08% | Add +0.5% | 350,138 | $32.4M |
| Per Stirling Capital Management, LLC. | 5.21% | Add +0.6% | 349,241 | $32.3M |
| Bokf, NA | 0.57% | Reduce -1.0% | 344,896 | $31.9M |
| Stokes Family Office, LLC | 3.73% | Add +59.7% | 343,407 | $31.8M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -6.6% | 330,053 | $30.5M |
| Waverly Advisors, LLC | 0.59% | Add +962.0% | 326,275 | $30.2M |
| High Falls Advisors, Inc | 7.33% | Add +155.9% | 325,895 | $30.2M |
| SteelPeak Wealth, LLC | 1.42% | Add +70.5% | 324,159 | $30.0M |
| Lee Financial Co | 4.88% | Add +10.5% | 322,670 | $29.9M |
| Stone House Investment Management, LLC | 7.66% | Add +68.7% | 318,360 | $29.5M |
| Concurrent Investment Advisors, LLC | 0.97% | Add +8.7% | 315,869 | $29.2M |
| TD Private Client Wealth LLC | 0.92% | Reduce -8.3% | 314,656 | $29.1M |
| Pathstone Holdings, LLC | 0.13% | Add +1.9% | 307,881 | $28.5M |
| Clear Creek Financial Management, LLC | 3.42% | Add +1.6% | 305,325 | $28.3M |
| Pettinga Financial Advisors LLC | 7.04% | Add +36.1% | 303,441 | $28.1M |
| Sharkey, Howes & Javer | 4.51% | Add +5833.0% | 301,870 | $27.9M |
| Merit Financial Group, LLC | 0.62% | Add +44.1% | 301,834 | $27.9M |
| Citigroup Inc. | 0.03% | Reduce -7.5% | 301,626 | $27.9M |
| Security Financial Services, INC. | 6.04% | Add +57.0% | 300,245 | $27.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.69% | Reduce -2.6% | 297,511 | $27.5M |
| Principal Securities, Inc. | 0.76% | Add +3.4% | 296,700 | $27.5M |
| Orion Porfolio Solutions, LLC | 0.29% | Add +77.6% | 296,247 | $27.4M |
| Orion Portfolio Solutions, LLC | 0.29% | Add +77.6% | 296,247 | $27.4M |
| Horst & Graben Wealth Management LLC | 5.18% | Add +63.5% | 292,727 | $27.1M |
| Silicon Valley Capital Partners | 3.68% | Reduce -1.6% | 289,112 | $26.8M |
| Calydon Capital | 4.79% | Add +4.0% | 288,723 | $26.7M |
| First Merchants Corp. | 1.08% | Reduce -8.3% | 288,504 | $26.7M |
| Sterling Investment Counsel, LLC | 10.51% | Reduce -6.6% | 288,423 | $26.7M |
| Csenge Advisory Group | 1.51% | Add +5.0% | 287,611 | $26.6M |
| Ameritas Investment Partners, Inc. | 0.89% | Reduce -14.3% | 278,909 | $25.8M |
| McMorgan & Co. LLC | 4.01% | Add +40.8% | 272,789 | $25.2M |
| B. Riley Wealth Advisors, Inc. | 0.64% | Add +95.8% | 272,073 | $25.2M |
| Asset Management One Co., Ltd. | 0.10% | Add +47.5% | 271,600 | $25.1M |
| Blue Edge Capital, LLC | 4.11% | Reduce -2.1% | 268,184 | $24.8M |
| Droms Strauss Advisors Inc. /Mo/ | 8.92% | Reduce -3.4% | 266,247 | $24.6M |
| Kwmg, LLC | 2.65% | Reduce -3.3% | 265,711 | $24.6M |
| Saiph Capital, LLC | 10.87% | Add +0.2% | 263,287 | $24.4M |
| Corient Private Wealth LP | 0.04% | Reduce -1.0% | 261,793 | $24.3M |
| Wealth Alliance, LLC | 3.11% | Add +44.5% | 259,863 | $24.0M |
| Detalus Advisors, LLC | 8.19% | Add +26.5% | 258,097 | $23.9M |
| Cahill Financial Advisors Inc. | 3.25% | Add +1.2% | 256,647 | $23.8M |
| SPC Financial, Inc. | 2.18% | Reduce -0.8% | 254,797 | $23.6M |
| Powell Investment Advisors, LLC | 11.99% | Reduce -0.3% | 249,997 | $23.1M |
| Halpern Financial, Inc. | 6.32% | Reduce -0.8% | 248,484 | $23.0M |
| Beacon Pointe Advisors, LLC | 0.27% | Add +6.8% | 247,345 | $22.9M |
| GHP Investment Advisors, Inc. | 1.14% | Reduce -2.0% | 246,972 | $22.9M |
| J.W. Cole Advisors, Inc. | 1.07% | Reduce -0.7% | 246,866 | $22.8M |
| ShoreHaven Wealth Partners, LLC | 11.93% | Add +5.1% | 245,349 | $22.7M |
| One Wealth Advisors, LLC | 4.78% | Add +61.5% | 253,516 | $22.3M |
| Financial Advocates Investment Management | 1.38% | Add +30.6% | 239,847 | $22.2M |
| Cresset Asset Management, LLC | 0.09% | Add +8.9% | 239,321 | $22.1M |
| Cerity Partners LLC | 0.06% | Reduce -11.4% | 237,334 | $22.0M |
| Physician Wealth Advisors, Inc. | 3.99% | Add +66.4% | 225,237 | $21.6M |
| Brookstone Capital Management | 0.35% | Add +34.7% | 227,773 | $21.3M |
| Global Retirement Partners, LLC | 0.66% | Add +62.2% | 228,771 | $21.2M |
| Advisory Services Network, LLC | 0.44% | Add +19.1% | 227,718 | $21.1M |
| Kelly Financial Services LLC | 7.53% | Add +58.0% | 227,562 | $21.1M |
| Western Wealth Management, LLC | 1.56% | Reduce -1.4% | 226,653 | $21.0M |
| Composition Wealth, LLC | 0.51% | Add +1.6% | 225,642 | $20.9M |
| Sei Investments Co. | 0.03% | Reduce -5.6% | 223,637 | $20.7M |
| Keystone Financial Services | 8.57% | Add +106.3% | 223,554 | $20.7M |
| Liberty Wealth Management LLC | 3.74% | Add +1301.9% | 922,675 | $20.4M |
| Prudential PLC | 0.14% | New | 215,100 | $19.9M |
| MA Private Wealth | 3.88% | Add +16.9% | 211,790 | $19.6M |
| Ameritas Advisory Services, LLC | 0.73% | Reduce -4.0% | 209,282 | $19.4M |
| Ifrah Financial Services, Inc. | 5.47% | Reduce -1.5% | 208,441 | $19.3M |
| Transform Wealth, LLC | 1.43% | Reduce -3.1% | 205,638 | $19.0M |
| CFS Investment Advisory Services, LLC | 1.53% | New | 204,247 | $18.9M |
| Avior Wealth Management, LLC | 0.81% | Add +2.4% | 202,478 | $18.7M |
| UMB Bank, n.a. | 0.31% | Reduce -5.4% | 201,547 | $18.7M |
| Independent Solutions Wealth Management, LLC | 4.25% | Add +0.5% | 200,076 | $18.5M |
| Gladstone Institutional Advisory LLC | 0.96% | Add +2.5% | 198,190 | $18.3M |
| Spire Wealth Management | 0.64% | Reduce -12.7% | 197,034 | $18.2M |
| Farther Finance Advisors, LLC | 0.88% | Add +83.2% | 195,430 | $18.2M |
| FAS Wealth Partners, Inc. | 1.57% | Reduce -2.7% | 196,429 | $18.2M |
| Adaptive Financial Consulting, LLC | 7.86% | Add +1.2% | 195,869 | $18.1M |
| First Horizon Advisors, Inc. | 0.55% | Add +45.5% | 195,463 | $18.1M |
| ONE Advisory Partners, LLC | 8.26% | Add +65.3% | 193,683 | $17.9M |
| Cullen/Frost Bankers, Inc. | 0.26% | Add +2.1% | 193,617 | $17.9M |
| Guidance Point Advisors, LLC | 5.81% | Add +0.1% | 192,797 | $17.8M |
| DT Investment Partners, LLC | 1.58% | No change | 192,820 | $17.8M |
| Concourse Financial Group Securities, Inc. | 1.12% | Add +44.0% | 192,547 | $17.8M |
| Axiom Advisory, LLC | 0.19% | Add +6201.6% | 204,866 | $17.7M |
| Ascent Group, LLC | 1.42% | Add +92.8% | 187,819 | $17.4M |
| Graypoint LLC | 1.19% | Add +12.7% | 185,948 | $17.2M |
| Stratos Wealth Partners, LTD. | 0.28% | Add +4.0% | 185,081 | $17.1M |
| Three Seasons Wealth, LLC | 9.41% | Add +1933.1% | 183,835 | $17.0M |
| IFP Advisors, Inc | 0.67% | Add +97.5% | 183,638 | $17.0M |
| Sunbelt Securities, Inc. | 1.71% | Add +0.1% | 180,786 | $16.7M |
| PAX Financial Group, LLC | 3.25% | Add +58.8% | 179,655 | $16.6M |
| Evergreen Capital Management LLC | 0.60% | Reduce -0.8% | 178,766 | $16.5M |
| Townsquare Capital LLC | 0.22% | Add +40.3% | 177,704 | $16.4M |
| Capital Analysts, LLC | 0.72% | Add +24.7% | 176,044 | $16.3M |
| Focus Financial Network, Inc. | 0.69% | Add +26.2% | 171,948 | $16.0M |
| Cypress Wealth Services, LLC | 3.57% | Add +73.5% | 173,088 | $16.0M |
| Ironwood Financial, llc | 3.56% | Reduce -0.2% | 171,474 | $15.9M |
| Robertson Stephens Wealth Management, LLC | 0.83% | Add +6.7% | 170,679 | $15.8M |
| Silvercrest Asset Management Group LLC | 0.11% | Reduce -2.6% | 170,141 | $15.7M |
| Snowden Capital Advisors LLC | 0.47% | Add +435.9% | 169,845 | $15.7M |
| First Heartland Consultants, Inc. | 1.56% | Add +19.3% | 169,502 | $15.7M |
| Rodgers & Associates, LTD | 2.01% | Reduce -6.0% | 168,649 | $15.6M |
| JFS Wealth Advisors, LLC | 1.23% | Add +28.3% | 168,449 | $15.6M |
| Mesirow Financial Investment Management, Inc. | 0.35% | Reduce -0.3% | 166,130 | $15.4M |
| Legacy Financial Group LLC | 3.01% | Add +58.4% | 165,273 | $15.3M |
| Bank Hapoalim BM | 2.23% | No change | 163,000 | $15.1M |
| Prosperity Consulting Group, LLC | 2.04% | Reduce -5.2% | 162,871 | $15.1M |
| Sequoia Financial Advisors, LLC | 0.18% | Reduce -0.1% | 162,298 | $15.0M |
| TSA Wealth Managment LLC | 6.38% | Add +66.1% | 161,712 | $15.0M |
| Citizens Financial Group Inc. | 0.33% | Add +1.0% | 161,697 | $15.0M |
| WealthShield Partners, LLC | 2.28% | Add +52.7% | 161,330 | $14.9M |
| Trek Financial, LLC | 1.17% | Add +54.8% | 159,592 | $14.8M |
| Callan Family Office, LLC | 2.83% | Reduce -1.8% | 159,341 | $14.7M |
| Blue Trust, Inc. | 0.20% | No change | 173,014 | $14.6M |
| Sterling Financial Planning, Inc. | 5.92% | Reduce -4.1% | 157,541 | $14.6M |
| Dynasty Wealth Management, LLC | 0.43% | New | 157,162 | $14.5M |
| Capital Advisors, Ltd. LLC | 1.88% | Add +0.4% | 156,682 | $14.5M |
| Wealthspire Advisors, LLC | 0.19% | Add +6.5% | 156,427 | $14.5M |
| BBJS Financial Advisors, LLC | 5.39% | Reduce -0.1% | 156,289 | $14.5M |
| Acropolis Investment Management, LLC | 0.91% | Reduce -0.6% | 155,083 | $14.4M |
| Peapack Gladstone Financial Corp. | 0.22% | Reduce -2.1% | 154,578 | $14.3M |
| Avantax Planning Partners, Inc. | 0.46% | Reduce -2.7% | 152,993 | $14.2M |
| Trust Point Inc. | 1.13% | Add +0.0% | 152,651 | $14.1M |
| Simplicity Wealth,LLC | 0.31% | Add +5.3% | 150,287 | $13.9M |
| Carl P. Sherr & Co., LLC | 7.63% | Reduce -5.6% | 147,879 | $13.7M |
| Camarda Financial Advisors, LLC | 5.34% | Add +1.4% | 146,932 | $13.6M |
| Commonwealth Financial Services, LLC | 2.79% | Add +153.9% | 141,601 | $13.6M |
| TNF LLC | 4.97% | Add +1826.8% | 149,866 | $13.5M |
| CX Institutional | 0.62% | Reduce -16.4% | 143,392 | $13.3M |
| Scissortail Wealth Management, LLC | 3.38% | Add +223.3% | 143,289 | $13.3M |
| Ehrlich Financial Group | 10.45% | Add +20.1% | 143,048 | $13.2M |
| Blair William & Co. | 0.04% | Add +5.0% | 143,011 | $13.2M |
| LBMC Investment Advisors, LLC | 1.15% | Reduce -0.3% | 142,720 | $13.2M |
| Natixis Advisors, LLC | 0.03% | Add +9.9% | 141,371 | $13.1M |
| Florin Court Capital LLP | 17.98% | Add +23.2% | 141,200 | $13.1M |
| Rothschild Wealth LLC | 4.23% | Add +62.9% | 140,626 | $13.0M |
| Avitas Wealth Management LLC | 1.90% | Reduce -0.4% | 139,920 | $12.9M |
| Keebeck Wealth Management | 1.89% | Add +38.3% | 139,587 | $12.9M |
| Willis Johnson & Associates, Inc. | 1.03% | Reduce -3.1% | 136,079 | $12.6M |
| Perkins Coie Trust Co | 2.93% | Reduce -1.4% | 136,045 | $12.6M |
| Johnson Investment Counsel Inc. | 0.13% | Add +1.2% | 134,672 | $12.5M |
| Guardian Wealth Advisors, LLC | 8.11% | Reduce -3.2% | 134,640 | $12.5M |
| Madrona Financial Services, LLC | 3.78% | Add +169.0% | 133,085 | $12.3M |
| Kestra Private Wealth Services, LLC | 0.24% | Add +20.8% | 131,829 | $12.2M |
| Instrumental Wealth, LLC | 12.54% | Add +0.8% | 136,283 | $12.1M |
| Stratos Wealth Advisors, LLC | 0.59% | Add +29.1% | 129,709 | $12.0M |
| Centerpoint Advisors, LLC | 4.31% | Reduce -0.1% | 129,322 | $12.0M |
| Nicolet Bankshares Inc. | 2.48% | Reduce -0.2% | 127,845 | $11.8M |
| Mutual Advisors, LLC | 0.35% | Add +8.8% | 130,329 | $11.7M |
| W Advisors, LLC | 7.67% | Add +8.3% | 126,321 | $11.7M |
| Bay Harbor Wealth Management, LLC | 4.04% | Add +64.7% | 125,270 | $11.6M |
| Traynor Capital Management, Inc. | 0.97% | Reduce -5.8% | 123,464 | $11.4M |
| Fifth Third Securities, Inc. | 1.05% | Add +12.1% | 122,979 | $11.4M |
| Avid Wealth Partners LLC | 8.82% | Add +100.6% | 122,699 | $11.4M |
| HSBC Holdings PLC | 0.01% | Add +18.3% | 122,400 | $11.3M |
| Swmg, LLC | 5.03% | Add +60.3% | 122,004 | $11.3M |
| Argent Trust Co | 0.50% | Add +0.9% | 121,840 | $11.3M |
| Ashton Thomas Private Wealth, LLC | 0.62% | Add +9.3% | 121,591 | $11.3M |
| Ieq Capital, LLC | 0.15% | Add +2.9% | 121,369 | $11.2M |
| Koss-Olinger Consulting, LLC | 1.04% | New | 121,082 | $11.2M |
| Blue Zone Wealth Advisors, LLC | 3.86% | Reduce -7.4% | 120,946 | $11.2M |
| Twin Focus Capital Partners, LLC | 1.79% | Add +2.5% | 120,926 | $11.2M |
| Regal Investment Advisors LLC | 0.74% | Add +52.5% | 120,033 | $11.1M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -14.6% | 119,716 | $11.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -46.3% | 119,702 | $11.1M |
| Ascension Capital Advisors, Inc. | 5.87% | New | 119,452 | $11.1M |
| Apeiron RIA LLC | 3.31% | Add +178.4% | 116,626 | $10.8M |
| Mayflower Financial Advisors, LLC | 1.76% | Add +40.5% | 115,602 | $10.7M |
| WCG Wealth Advisors LLC | 0.79% | Add +272.3% | 115,565 | $10.7M |
| Apollon Wealth Management, LLC | 0.32% | Add +20.8% | 114,640 | $10.6M |
| Dumont & Blake Investment Advisors LLC | 1.50% | Add +101.9% | 114,618 | $10.6M |
| RKL Wealth Management LLC | 1.02% | Reduce -2.5% | 114,606 | $10.6M |
| Barrett & Company, Inc. | 4.80% | Add +1.0% | 114,506 | $10.6M |
| Horizon Family Wealth, Inc. | 8.02% | Reduce -12.7% | 113,818 | $10.5M |
| Alliancebernstein L.P. | 0.00% | Add +0.2% | 113,015 | $10.5M |
| Farmers & Merchants Investments Inc. | 0.35% | Add +1.1% | 112,910 | $10.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.49% | No change | 112,123 | $10.4M |
| Savant Capital, LLC | 0.10% | Add +9.1% | 110,410 | $10.2M |
| EP Wealth Advisors, LLC | 0.11% | Reduce -0.2% | 109,786 | $10.2M |
| Vertex Planning Partners, LLC | 2.60% | Add +86.8% | 108,196 | $10.0M |
| Howard Capital Management, LLC | 0.98% | Reduce -0.0% | 107,888 | $10.0M |
| Level Four Advisory Services, LLC | 0.45% | Reduce -6.7% | 107,735 | $10.0M |
| Pacific Financial Group Inc. | 7.05% | Reduce -5.2% | 107,532 | $10.0M |
| YHB Investment Advisors, Inc. | 0.86% | Add +0.1% | 107,495 | $9.9M |
| Broadview Financial Management, LLC | 7.20% | Reduce -0.3% | 106,865 | $9.9M |
| BKM Wealth Management, LLC | 4.73% | Add +1.5% | 106,301 | $9.8M |
| Peoples Bank | 5.07% | Add +1.1% | 105,666 | $9.8M |
| SigFig Wealth Management, LLC | 0.37% | Add +67.6% | 105,312 | $9.7M |
| United Bank | 1.20% | Reduce -2.0% | 104,723 | $9.7M |
| Asset Allocation Strategies LLC | 3.25% | Reduce -5.7% | 104,440 | $9.7M |
| Hancock Whitney Corp. | 0.33% | Add +1.4% | 104,401 | $9.7M |
| Belpointe Asset Management LLC | 0.67% | Add +9.9% | 104,080 | $9.6M |
| First Financial Bank - Trust Division | 0.94% | Reduce -0.3% | 103,548 | $9.6M |
| &partners | 0.42% | Add +527.9% | 103,409 | $9.6M |
| Maia Wealth LLC | 2.88% | — | 99,621 | $9.6M |
| Brown Advisory Inc. | 0.01% | Add +2.5% | 103,027 | $9.5M |
| Tiaa Trust, National Association | 0.03% | Add +2.0% | 101,790 | $9.4M |
| Coldstream Capital Management Inc. | 0.23% | Add +6.1% | 101,177 | $9.4M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -7.2% | 97,195 | $9.3M |
| Elevation Capital Advisory, LLC | 4.24% | — | 100,472 | $9.3M |
| Perigon Wealth Management, LLC | 0.27% | Add +4.7% | 99,869 | $9.2M |
| Great Valley Advisor Group, Inc. | 0.26% | Reduce -1.5% | 99,298 | $9.2M |
| Assetmark, Inc. | 0.03% | Add +70.1% | 98,413 | $9.1M |
| Harbour Investments, Inc. | 0.31% | Add +21.2% | 97,903 | $9.1M |
| Simon Quick Advisors, LLC | 0.63% | Reduce -1.0% | 96,814 | $9.0M |
| Wellspring Financial Advisors, LLC | 1.00% | Add +1.2% | 96,621 | $8.9M |
| Signature Wealth Management Partners, LLC | 6.79% | Add +1.3% | 96,579 | $8.9M |
| Goelzer Investment Management, Inc. | 0.50% | Reduce -1.6% | 95,979 | $8.9M |
| Financial Perspectives, Inc | 3.25% | Add +1.1% | 95,033 | $8.8M |
| One Wealth Management Investment & Advisory Services, LLC | 3.50% | Add +56.9% | 94,689 | $8.8M |
| True Vision MN LLC | 5.68% | Add +66.2% | 94,554 | $8.8M |
| Midwest Financial Group LLC | 5.57% | Add +13.3% | 94,553 | $8.8M |
| KFG Wealth Management, LLC | 3.42% | Add +0.7% | 93,295 | $8.6M |
| Geneos Wealth Management Inc. | 0.38% | Reduce -0.8% | 92,449 | $8.6M |
| Kraft, Davis & Associates, LLC | 2.58% | Reduce -0.4% | 94,694 | $8.5M |
| Ashton Thomas Securities, LLC | 2.04% | — | 87,958 | $8.5M |
| GTS Securities LLC | 0.18% | New | 91,112 | $8.4M |
| Susquehanna International Group, LLP | 0.01% | New | 90,446 | $8.4M |
| My Legacy Advisors, LLC | 2.66% | Add +78.2% | 89,844 | $8.3M |
| Strategic Equity Management | 5.35% | Add +21.7% | 88,715 | $8.2M |
| Resolute Wealth Strategies, LLC | 4.66% | Reduce -1.0% | 87,351 | $8.1M |
| Avestar Capital, LLC | 0.89% | Reduce -4.4% | 87,278 | $8.1M |
| Higgins & Schmidt Wealth Strategies LLC | 5.74% | Reduce -1.2% | 86,057 | $8.0M |
| D.A. Davidson & Co. | 0.07% | Reduce -4.8% | 85,944 | $8.0M |
| Ethos Financial Group, LLC | 1.41% | Reduce -1.5% | 85,750 | $7.9M |
| Element Pointe Advisors, LLC | 2.01% | No change | 85,692 | $7.9M |
| Gimbal Financial | 5.80% | Add +0.8% | 82,865 | $7.9M |
| Wilmington Savings Fund Society, FSB | 0.30% | Reduce -0.2% | 83,491 | $7.7M |
| Franklin Resources Inc. | 0.00% | Add +6.4% | 83,443 | $7.7M |
| Associated Banc-Corp | 0.24% | Reduce -4.8% | 82,845 | $7.7M |
| Spectrum Wealth Counsel, LLC | 0.97% | Add +0.0% | 82,707 | $7.7M |
| Sonata Capital Group Inc. | 3.89% | Reduce -0.8% | 81,953 | $7.6M |
| Tradition Wealth Management, LLC | 0.73% | Add +52.5% | 81,664 | $7.6M |
| Moloney Securities Asset Management, LLC | 1.10% | Add +1231.2% | 81,549 | $7.5M |
| Exencial Wealth Advisors, LLC | 0.28% | Reduce -3.0% | 80,837 | $7.5M |
| AdvisorNet Financial, Inc | 0.68% | Add +112.3% | 80,632 | $7.5M |
| Pinnacle Financial Partners Inc | 0.16% | Reduce -2.3% | 80,752 | $7.4M |
| WealthPLAN Partners, LLC | 0.79% | Add +24.5% | 79,843 | $7.4M |
| GC Wealth Management RIA, LLC | 1.46% | No change | 79,770 | $7.4M |
| Rollins Financial Advisors, LLC | 1.26% | Reduce -9.1% | 79,456 | $7.4M |
| Conning Inc. | 0.27% | Add +10.7% | 78,685 | $7.3M |
| Polianta Ltd | 3.66% | Reduce -4.0% | 78,200 | $7.2M |
| Morningstar Investment Services LLC | 0.08% | Add +142.2% | 77,259 | $7.2M |
| Financial Management Network Inc. | 1.72% | Reduce -3.6% | 74,972 | $7.2M |
| Gen-Wealth Partners Inc | 3.43% | Add +60.5% | 76,789 | $7.1M |
| Vestor Capital, LLC | 0.57% | Add +1.7% | 76,381 | $7.1M |
| Transcendent Capital Group LLC | 4.07% | Add +102.8% | 76,337 | $7.1M |
| Maxwell Wealth Strategies Inc. | 3.46% | Add +64.5% | 76,250 | $7.1M |
| Spectrum Planning & Advisory Services Inc. | 6.75% | — | 75,075 | $7.0M |
| NorthRock Partners, LLC | 0.26% | Reduce -18.8% | 75,648 | $7.0M |
| Firethorn Wealth Partners, LLC | 3.92% | Add +149.5% | 74,949 | $6.9M |
| Charter Oak Capital Management, LLC | 0.72% | Reduce -4.2% | 74,251 | $6.9M |
| Private Wealth Advisors, LLC | 2.99% | Reduce -0.4% | 73,318 | $6.8M |
| Family Asset Management, LLC | 4.38% | Reduce -2.2% | 73,578 | $6.8M |
| Heck Capital Advisors, LLC | 0.85% | Add +7336.7% | 73,475 | $6.8M |
| Buckingham Strategic Wealth, LLC | 0.07% | Reduce -4.3% | 72,531 | $6.7M |
| Lansing Street Advisors | 2.78% | Add +5.4% | 72,190 | $6.7M |
| Frontier Asset Management, LLC | 2.39% | Reduce -0.2% | 71,111 | $6.6M |
| FineMark National Bank & Trust | 0.24% | Add +4.8% | 71,052 | $6.6M |
| Elevation Point Wealth Partners, LLC | 0.51% | Add +46.1% | 70,183 | $6.5M |
| Wescott Financial Advisory Group, LLC | 0.75% | Add +20.2% | 69,552 | $6.4M |
| Ellis Investment Partners, LLC | 1.36% | Add +0.7% | 69,450 | $6.4M |
| Cahaba Wealth Management, Inc. | 0.56% | Reduce -0.4% | 69,235 | $6.4M |
| Dohj, LLC | 1.59% | Add +8.0% | 68,860 | $6.4M |
| Diversify Advisory Services, LLC | 0.35% | Add +825.1% | 66,285 | $6.4M |
| AlTi Global, Inc. | 0.17% | Reduce -6.6% | 68,531 | $6.3M |
| Ascent Wealth Partners, LLC | 0.92% | Add +1.8% | 67,976 | $6.3M |
| Shared Vision Wealth Group LLC | 3.65% | Add +67.7% | 67,698 | $6.3M |
| Trustmark Bank Trust Department | 0.49% | No change | 66,629 | $6.2M |
| Arvest Investments, Inc. | 0.99% | Reduce -0.8% | 66,561 | $6.2M |
| Norden Group LLC | 1.24% | Add +17.1% | 66,499 | $6.2M |
| Sapient Capital LLC | 0.13% | Reduce 0.0% | 66,294 | $6.1M |
| Gryphon Financial Partners LLC | 0.92% | Add +1.5% | 66,253 | $6.1M |
| Acas, LLC | 5.27% | Reduce -6.7% | 66,283 | $6.1M |
| Quadrant Private Wealth Management, LLC | 1.39% | Add +100.3% | 65,379 | $6.1M |
| Highview Capital Management LLC | 2.51% | Add +244.3% | 65,165 | $6.0M |
| Compton Wealth Advisory Group, LLC | 1.60% | Reduce -1.8% | 64,921 | $6.0M |
| Bleakley Financial Group, LLC | 0.17% | Reduce -31.8% | 64,773 | $6.0M |
| Strategic Blueprint, LLC | 0.41% | Add +130.9% | 64,550 | $6.0M |
| Oppenheimer & Co. Inc. | 0.09% | Add +69.2% | 64,094 | $5.9M |
| Jane Street Group, LLC | 0.01% | Add +2545.5% | 63,757 | $5.9M |
| Northstar Advisory Group, LLC | 3.38% | Add +2.5% | 63,515 | $5.9M |
| RFG Advisory, LLC | 0.19% | Add +79.3% | 63,302 | $5.9M |
| Cranbrook Wealth Management, LLC | 1.44% | Reduce -0.6% | 63,171 | $5.8M |
| Signature Estate & Investment Advisors LLC | 0.15% | Add +0.6% | 63,073 | $5.8M |
| Buck Wealth Strategies, LLC | 1.71% | New | 62,613 | $5.8M |
| Tobias Financial Advisors, Inc. | 1.25% | Reduce -2.5% | 62,467 | $5.8M |
| Investment Advisory Group, LLC | 2.23% | Add +4.0% | 62,423 | $5.8M |
| Raymond James Trust N.A. | 0.14% | Add +1.1% | 62,332 | $5.8M |
| Peterson Wealth Advisors, LLC | 1.20% | Reduce -0.2% | 61,904 | $5.7M |
| Cosner Financial Group, LLC | 3.99% | Add +14.3% | 60,930 | $5.6M |
| Glenmede Trust Co. NA | 0.03% | Reduce -1.6% | 60,882 | $5.6M |
| Patriot Investment Management Group, Inc. | 0.43% | Reduce -2.1% | 60,030 | $5.6M |
| Hoxton Planning & Management, LLC | 2.58% | Add +58.4% | 60,026 | $5.6M |
| Heritage Wealth Advisors | 0.25% | Reduce -0.6% | 59,762 | $5.5M |
| Retirement Planning Group, LLC | 0.35% | Reduce -12.2% | 59,337 | $5.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.81% | Add +32.7% | 59,298 | $5.5M |
| Laurel Wealth Planning LLC | 3.80% | Reduce -0.7% | 58,993 | $5.5M |
| Curi Capital, LLC | 0.13% | Reduce -5.2% | 58,725 | $5.4M |
| R. W. Roge & Company, Inc. | 3.10% | Reduce -5.3% | 58,714 | $5.4M |
| Gallacher Capital Management LLC | 2.85% | Reduce -1.0% | 58,488 | $5.4M |
| Dorsey & Whitney Trust CO LLC | 0.37% | Add +38.0% | 57,774 | $5.3M |
| Bridges Investment Management Inc. | 0.08% | Add +272.1% | 57,540 | $5.3M |
| Old Mission Investment Co LLC | 1.73% | Reduce -1.2% | 57,383 | $5.3M |
| Capital Investment Advisory Services, LLC | 0.55% | Reduce -3.2% | 57,362 | $5.3M |
| Arrow Investment Advisors, LLC | 4.79% | Reduce -6.6% | 56,773 | $5.3M |
| Total Wealth Planning, LLC | 0.86% | Reduce -6.6% | 54,670 | $5.3M |
| Jackson Hole Capital Partners, LLC | 1.14% | Reduce -0.2% | 56,103 | $5.2M |
| Narwhal Capital Management | 0.49% | No change | 56,000 | $5.2M |
| Nottingham Advisors, Inc. | 0.61% | Reduce -8.4% | 55,307 | $5.1M |
| Ancora Advisors LLC | 0.13% | Add +133.6% | 54,998 | $5.1M |
| Quotient Wealth Partners, LLC | 0.18% | Reduce -11.2% | 54,861 | $5.1M |
| EWG Elevate Inc. | 1.85% | Add +9.5% | 54,754 | $5.1M |
| Investment Partners, LTD. | 2.27% | Reduce -0.0% | 54,730 | $5.1M |
| St. Clair Advisors, LLC | 1.61% | Add +0.0% | 54,683 | $5.1M |
| Evercore Wealth Management, LLC | 0.08% | Reduce -0.4% | 54,429 | $5.0M |
| Edmonds Duncan Registered Investment Advisors, LLC | 1.22% | Reduce -14.2% | 54,196 | $5.0M |
| Independent Financial Group, LLC | 0.20% | Add +3.4% | 54,137 | $5.0M |
| Northeast Financial Consultants Inc | 0.23% | No change | 54,134 | $5.0M |
| StoneX Group Inc. | 0.40% | Add +2.2% | 53,730 | $5.0M |
| MSH Capital Advisors LLC | 1.66% | Add +17.4% | 53,651 | $5.0M |
| Quantinno Capital Management LP | 0.09% | Add +1.5% | 53,341 | $4.9M |
| Park Place Capital Corp | 1.58% | Reduce -9.3% | 53,332 | $4.9M |
| XML Financial, LLC | 0.50% | Reduce -0.3% | 53,302 | $4.9M |
| Greenup Street Wealth Management LLC | 1.16% | Reduce -1.1% | 53,221 | $4.9M |
| Royal Fund Management, LLC | 0.66% | Reduce -21.7% | 52,689 | $4.9M |
| Bryn Mawr Trust Advisors, LLC | 0.27% | Reduce -7.1% | 52,757 | $4.9M |
| Graves Light Lenhart Wealth, Inc. | 0.56% | Reduce -1.3% | 52,264 | $4.9M |
| Calamos Advisors LLC | 0.03% | Add +27.2% | 52,626 | $4.9M |
| Lantz Financial LLC | 1.49% | Add +53.7% | 51,974 | $4.8M |
| Sharp Wealth Advisory, LLC | 4.12% | Add +3.4% | 51,838 | $4.8M |
| Thomasville National Bank | 0.38% | Reduce -0.8% | 51,718 | $4.8M |
| NTV Asset Management LLC | 0.68% | Reduce -0.9% | 51,631 | $4.8M |
| Old National Bancorp | 0.11% | No change | 51,621 | $4.8M |
| Mill Creek Capital Advisors, LLC | 0.12% | Reduce -2.2% | 51,616 | $4.8M |
| Family Firm, Inc. | 1.06% | Add +0.1% | 51,576 | $4.8M |
| Avidian Wealth Enterprises, LLC | 0.23% | Add +45.6% | 51,070 | $4.7M |
| Soltis Investment Advisors LLC | 0.50% | Add +9.8% | 51,029 | $4.7M |
| BTC Capital Management, Inc. | 0.44% | No change | 50,658 | $4.7M |
| Flagstar Securities, Inc. | 1.28% | Add +8.3% | 50,563 | $4.7M |
| Valley Wealth Managers, Inc. | 0.37% | Reduce -3.5% | 50,205 | $4.6M |
| New Century Financial Group, LLC | 1.97% | New | 49,989 | $4.6M |
| Nations Financial Group Inc, /Ia/ | 0.38% | Reduce -4.9% | 49,768 | $4.6M |
| Asset Management Group, Inc. | 0.69% | Add +0.1% | 49,325 | $4.6M |
| Commerce Bank | 0.03% | Reduce -8.2% | 49,155 | $4.5M |
| Stordahl Capital Management, Inc. | 1.14% | Reduce -5.3% | 49,056 | $4.5M |
| Brighton Jones LLC | 0.15% | Add +1.0% | 48,748 | $4.5M |
| Win Advisors, Inc. | 2.01% | New | 48,564 | $4.5M |
| KPP Advisory Services LLC | 1.19% | Reduce -9.5% | 48,185 | $4.5M |
| Verus Capital Partners, LLC | 0.46% | Add +92.0% | 48,163 | $4.5M |
| United Bank | 2.19% | Reduce -3.3% | 47,490 | $4.4M |
| Mosley Wealth Management | 3.70% | Add +26.0% | 47,011 | $4.4M |
| Patton Albertson Miller Group, LLC | 0.61% | Add +199.6% | 46,723 | $4.3M |
| Gateway Wealth Partners, LLC | 1.31% | Add +59.7% | 46,718 | $4.3M |
| Winthrop Advisory Group LLC | 0.59% | Reduce -2.8% | 46,613 | $4.3M |
| Next Capital Management LLC | 1.81% | No change | 46,295 | $4.3M |
| Transcend Capital Advisors, LLC | 0.31% | Add +82.8% | 46,098 | $4.3M |
| United Services Automobile Association | 0.11% | Add +71.0% | 45,993 | $4.3M |
| Householder Group Estate & Retirement Specialist, LLC | 1.19% | Add +6.7% | 45,829 | $4.2M |
| Renasant Bank | 2.91% | Reduce -5.8% | 45,709 | $4.2M |
| Quantum Portfolio Management LLC | 2.43% | Add +59.1% | 45,656 | $4.2M |
| TRUE Private Wealth Advisors | 0.47% | Add +26.2% | 45,192 | $4.2M |
| Kickstand Ventures, Llc. | 1.14% | Add +161.3% | 45,179 | $4.2M |
| IFG Advisory, LLC | 0.27% | Add +57.7% | 45,116 | $4.2M |
| Theory Financial LLC | 1.97% | Add +185.3% | 44,973 | $4.2M |
| RTD Financial Advisors, Inc. | 0.56% | Reduce -8.4% | 44,966 | $4.2M |
| Wealthspan Partners, LLC | 2.29% | Reduce -1.1% | 44,922 | $4.2M |
| Dogwood Wealth Management LLC | 2.54% | Reduce -24.4% | 44,621 | $4.1M |
| Brown Brothers Harriman & Co. | 0.03% | Reduce -3.9% | 44,529 | $4.1M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -12.3% | 44,130 | $4.1M |
| Lowe Brockenbrough & Co. Inc. | 0.27% | Reduce -2.4% | 44,054 | $4.1M |
| Sowell Financial Services LLC | 0.19% | Add +8.8% | 43,964 | $4.1M |
| Vontobel Holding Ltd. | 0.01% | Reduce -2.8% | 43,841 | $4.1M |
| Arkadios Wealth Advisors | 0.27% | Add +901.7% | 43,345 | $4.0M |
| Stephens Inc. | 0.06% | Reduce -10.4% | 43,138 | $4.0M |
| AMG National Trust Bank | 0.11% | Add +0.5% | 42,812 | $4.0M |
| Carret Asset Management, LLC | 0.46% | Add +5.2% | 42,160 | $3.9M |
| Twin Peaks Wealth Advisors, LLC | 1.94% | Add +102.5% | 42,116 | $3.9M |
| Whittier Trust Co. | 0.06% | No change | 42,028 | $3.9M |
| Legacy Advisory Services, LLC | 3.52% | Reduce -14.6% | 41,603 | $3.8M |
| Moneywise, Inc. | 2.02% | Add +57.4% | 41,300 | $3.8M |
| Private Advisory Group LLC | 0.50% | Reduce -1.3% | 41,226 | $3.8M |
| SIMA Wealth Partners, LLC | 3.64% | — | 41,219 | $3.8M |
| Wealthgarden F.S. LLC | 4.01% | — | 41,176 | $3.8M |
| S&co Inc. | 0.27% | Add +15.6% | 41,147 | $3.8M |
| IHT Wealth Management, LLC | 0.14% | Add +73.3% | 41,005 | $3.8M |
| FFG Retirement Advisors LLC | 2.64% | New | 40,920 | $3.8M |
| Hilltop Wealth Advisors, LLC | 1.90% | Reduce -1.7% | 40,844 | $3.8M |
| National Philanthropic Trust | 0.07% | No change | 40,593 | $3.8M |
| Gray Private Wealth, LLC | 2.38% | Reduce -2.3% | 40,048 | $3.7M |
| Smithfield Trust Co | 0.19% | Add +1.8% | 40,026 | $3.7M |
| Morris Financial Concepts, Inc. | 1.77% | Add +2.3% | 39,995 | $3.7M |
| Truepoint, Inc. | 0.11% | No change | 39,933 | $3.7M |
| Heritage Trust Co | 0.49% | Reduce -1.1% | 39,809 | $3.7M |
| Maripau Wealth Management LLC | 2.51% | Add +79.3% | 39,673 | $3.7M |
| Mason & Associates, LLC | 1.19% | New | 39,294 | $3.6M |
| Mission Wealth Management, LP | 0.10% | Reduce -20.0% | 39,072 | $3.6M |
| Bouvel Investment Partners, LLC | 1.39% | Add +0.6% | 38,724 | $3.6M |
| Silver Oak Securities, Incorporated | 0.53% | Add +13.3% | 38,556 | $3.6M |
| Synovus Financial Corp. | 0.05% | Reduce -3.8% | 38,510 | $3.6M |
| Callan Capital, LLC | 0.29% | New | 38,227 | $3.5M |
| Bush Investment Group, LLC | 3.02% | Add +62.9% | 37,998 | $3.5M |
| Concorde Asset Management, LLC | 2.16% | Add +61.4% | 37,795 | $3.5M |
| Forthright Family Wealth Advisory LLC | 2.25% | Add +19.7% | 37,736 | $3.5M |
| Carnegie Investment Counsel | 0.11% | Reduce -0.1% | 37,568 | $3.5M |
| Howard Wealth Management, LLC | 2.74% | Reduce -0.5% | 37,544 | $3.5M |
| Sierra Capital LLC | 0.46% | No change | 37,532 | $3.5M |
| Colorado Capital Management, Inc. | 1.93% | No change | 37,390 | $3.5M |
| Daymark Wealth Partners, LLC | 0.16% | New | 37,008 | $3.4M |
| SWP Financial LLC | 2.26% | Add +1.0% | 36,966 | $3.4M |
| Tower Research Capital LLC (TRC) | 0.06% | Reduce -36.6% | 36,716 | $3.4M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Add +0.5% | 36,673 | $3.4M |
| WBH Advisory Inc. | 0.34% | Reduce -0.3% | 36,636 | $3.4M |
| Great Point Wealth Advisors, LLC | 0.77% | No change | 36,492 | $3.4M |
| Harbor Investment Advisory, LLC | 0.35% | Reduce -9.1% | 36,358 | $3.4M |
| Rogco, LP | 1.37% | No change | 36,328 | $3.4M |
| Venturi Wealth Management, LLC | 0.20% | Add +50.1% | 36,170 | $3.3M |
| Lindbrook Capital, LLC | 0.31% | Reduce -0.5% | 36,088 | $3.3M |
| Haverford Trust Co | 0.04% | Add +2.9% | 36,023 | $3.3M |
| Beacon Capital Management, LLC | 0.61% | Reduce -0.4% | 35,981 | $3.3M |
| Diversified Portfolios, Inc. | 0.44% | Reduce -0.5% | 35,910 | $3.3M |
| Southern Capital Advisors, LLC | 2.05% | Add +0.4% | 35,871 | $3.3M |
| PFG Advisors | 0.22% | Add +283.3% | 35,651 | $3.3M |
| Redwood Wealth Management Group, LLC | 2.48% | Add +0.9% | 35,627 | $3.3M |
| GenWealth Group, Inc. | 0.81% | Add +0.5% | 35,612 | $3.3M |
| Gables Capital Management Inc. | 1.72% | No change | 35,500 | $3.3M |
| Prospera Financial Services Inc | 0.09% | Add +27.6% | 35,374 | $3.3M |
| Peregrine Asset Advisers, Inc. | 1.28% | Reduce -7.0% | 35,137 | $3.3M |
| JT Stratford LLC | 0.60% | Add +8.9% | 34,975 | $3.2M |
| Parallel Advisors, LLC | 0.08% | Add +1.7% | 34,882 | $3.2M |
| Atlas Brown,Inc. | 1.15% | Reduce -19.7% | 34,798 | $3.2M |
| Verity Asset Management, Inc. | 1.26% | Add +111.0% | 34,782 | $3.2M |
| Dorsey Wright & Associates | 0.83% | Reduce -0.9% | 34,742 | $3.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.45% | Reduce -79.0% | 34,575 | $3.2M |
| Kohmann Bosshard Financial Services, LLC | 0.43% | No change | 34,472 | $3.2M |
| Financial Counselors Inc. | 0.05% | Add +12.4% | 34,453 | $3.2M |
| Belvedere Trading LLC | 0.17% | Add +50.8% | 34,361 | $3.2M |
| Matrix Private Capital Group LLC | 1.99% | Add +2.5% | 34,282 | $3.2M |
| KMG Fiduciary Partners, LLC | 0.31% | Add +63.4% | 34,166 | $3.2M |
| Redwood Investment Management, LLC | 0.27% | Add +690.2% | 34,162 | $3.2M |
| 17 Capital Partners, LLC | 2.24% | Add +4.1% | 34,060 | $3.2M |
| Interchange Capital Partners, LLC | 1.16% | Add +77.8% | 34,020 | $3.1M |
| Hilltop National Bank | 1.00% | Reduce -0.1% | 33,699 | $3.1M |
| St. Louis Trust Co | 0.47% | No change | 33,500 | $3.1M |
| Hirtle & Co., LLC | 0.16% | Reduce -0.5% | 33,367 | $3.1M |
| MBA Advisors LLC | 1.57% | Reduce -0.3% | 33,195 | $3.1M |
| Sage Investment Advisers LLC | 3.47% | Add +2.6% | 33,127 | $3.1M |
| Copperleaf Capital, LLC | 2.45% | Add +1167.8% | 33,090 | $3.1M |
| RCS Financial Planning, LLC | 1.80% | Add +81.7% | 32,955 | $3.0M |
| Alterna Wealth Management, Inc. | 2.66% | Reduce -3.8% | 32,868 | $3.0M |
| Guidance Capital, Inc. | 1.00% | Add +1.0% | 33,305 | $3.0M |
| Gries Financial LLC | 0.62% | Reduce -2.5% | 32,739 | $3.0M |
| National Bank of Canada | 0.00% | Reduce -6.7% | 32,359 | $3.0M |
| Citadel Advisors | 0.00% | Add +154323.8% | 32,429 | $3.0M |
| Capital Advantage, Inc. | 0.61% | Add +28.9% | 31,181 | $3.0M |
| ETF Portfolio Partners, Inc. | 0.93% | Reduce -14.5% | 32,204 | $3.0M |
| Pallas Capital Advisors LLC | 0.13% | Reduce -0.4% | 31,909 | $3.0M |
| Round Rock Advisors LLC | 0.71% | Add +0.7% | 31,668 | $2.9M |
| Valeo Financial Advisors, LLC | 0.09% | Add +4.3% | 31,569 | $2.9M |
| Bristlecone Advisors, LLC | 0.25% | Reduce -0.6% | 31,400 | $2.9M |
| Oxford Financial Group, LTD. LLC | 0.19% | Reduce -31.9% | 31,266 | $2.9M |
| StoneCrest Wealth Management, Inc. | 2.20% | Reduce -0.8% | 31,131 | $2.9M |
| Spirepoint Private Client, LLC | 0.41% | Reduce -25.1% | 30,984 | $2.9M |
| Novare Capital Management LLC | 0.26% | Reduce -28.8% | 30,975 | $2.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +63.9% | 30,658 | $2.8M |
| Power Wealth Management LLC | 1.34% | Reduce -43.4% | 30,196 | $2.8M |
| Commonwealth Retirement Investments LLC | 1.28% | Add +65.0% | 30,188 | $2.8M |
| Hudson Capital Management LLC | 0.97% | Reduce -4.7% | 30,129 | $2.8M |
| Mattern Wealth Management LLC | 0.66% | Reduce -0.1% | 29,864 | $2.8M |
| Magnus Financial Group LLC | 0.31% | Add +10.0% | 29,858 | $2.8M |
| Koshinski Asset Management, Inc. | 0.25% | Add +13.0% | 28,576 | $2.7M |
| Kapstone Financial Advisors LLC | 1.79% | No change | 29,586 | $2.7M |
| Strategies Wealth Advisors, LLC | 0.40% | Add +2.6% | 29,514 | $2.7M |
| Essex Financial Services, Inc. | 0.20% | Add +14.9% | 31,225 | $2.7M |
| Matthew Goff Investment Advisor, LLC | 0.56% | Add +0.0% | 29,444 | $2.7M |
| Baron Wealth Management LLC | 1.40% | Reduce -0.4% | 29,137 | $2.7M |
| VestGen Investment Management | 0.79% | Add +29.4% | 28,875 | $2.7M |
| Private Trust Co. NA | 0.29% | Add +21.9% | 28,658 | $2.7M |
| Tolleson Wealth Management, Inc. | 0.52% | No change | 28,651 | $2.7M |
| Faithward Advisors, LLC | 0.47% | New | 28,352 | $2.6M |
| Cary Street Partners Investment Advisory LLC | 0.11% | Reduce -0.9% | 28,341 | $2.6M |
| Corrigan Financial, Inc. | 0.66% | No change | 30,801 | $2.6M |
| Evanson Asset Management, LLC | 0.19% | Add +0.0% | 28,035 | $2.6M |
| Turtle Creek Wealth Advisors, LLC | 0.60% | No change | 28,006 | $2.6M |
| Prosperitas Financial LLC | 1.58% | Reduce -1.2% | 27,950 | $2.6M |
| Fonville Wealth Management LLC | 1.02% | Reduce -0.6% | 27,882 | $2.6M |
| Rhumbline Advisers | 0.00% | No change | 27,880 | $2.6M |
| First National Bank Sioux Falls | 1.34% | No change | 27,809 | $2.6M |
| Fullcircle Wealth LLC | 1.26% | — | 28,485 | $2.6M |
| Advisors Capital Management, LLC | 0.04% | Add +0.0% | 27,556 | $2.5M |
| Certified Advisory Corp | 0.32% | Reduce -2.0% | 27,300 | $2.5M |
| Arete Wealth Advisors, LLC | 0.21% | Add +32.8% | 27,233 | $2.5M |
| Rossmore Private Capital | 0.33% | No change | 27,172 | $2.5M |
| Pathway Financial Advisors LLC | 0.68% | No change | 27,160 | $2.5M |
| waypoint wealth counsel | 1.92% | Add +0.1% | 27,100 | $2.5M |
| First Western Trust Bank | 0.12% | No change | 27,016 | $2.5M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -1.3% | 27,003 | $2.5M |
| Larson Financial Group LLC | 0.17% | Add +0.5% | 26,916 | $2.5M |
| Money Concepts Capital Corp. | 0.21% | Add +0.9% | 26,858 | $2.5M |
| Corundum Group, Inc. | 0.97% | Reduce -2.4% | 26,765 | $2.5M |
| Sovereign Financial Group, Inc. | 0.62% | Add +116.9% | 26,706 | $2.5M |
| Prosperity Planning, Inc. | 0.84% | Add +4.6% | 26,446 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +17.0% | 26,444 | $2.4M |
| Bailard, Inc. | 0.07% | Reduce -1.4% | 26,374 | $2.4M |
| Sound Income Strategies, LLC | 0.17% | Add +25.2% | 26,351 | $2.4M |
| Institute for Wealth Management, LLC. | 0.33% | Reduce -7.0% | 26,300 | $2.4M |
| Dentgroup LLC | 1.95% | Reduce -7.5% | 26,184 | $2.4M |
| Montecito Bank & Trust | 0.49% | No change | 26,109 | $2.4M |
| Northwest Bancshares, Inc. | 0.41% | Reduce -0.6% | 26,084 | $2.4M |
| Key Financial Inc | 0.58% | No change | 26,018 | $2.4M |
| Boston Family Office LLC | 0.17% | Add +2.2% | 25,959 | $2.4M |
| Intrust Bank NA | 0.25% | Reduce -1.1% | 25,894 | $2.4M |
| First Trust Advisors LP | 0.00% | Reduce -0.5% | 25,862 | $2.4M |
| BCU Wealth Advisors, LLC | 1.73% | Add +78.0% | 25,271 | $2.3M |
| Harvest Investment Services, LLC | 0.93% | Reduce -2.3% | 25,222 | $2.3M |
| Bernardo Wealth Planning LLC | 0.62% | No change | 25,058 | $2.3M |
| Oxinas Partners, LLC | 1.54% | Reduce -9.4% | 25,005 | $2.3M |
| Kingsview Wealth Management, LLC | 0.05% | Add +13.8% | 24,937 | $2.3M |
| Choate Investment Advisors | 0.06% | No change | 24,897 | $2.3M |
| Breakwater Capital Group | 0.52% | Reduce -0.4% | 24,865 | $2.3M |
| Centaurus Financial, Inc. | 0.15% | Reduce -1.7% | 24,825 | $2.3M |
| Sutton Place Investors LLC | 1.53% | Add +73.8% | 24,813 | $2.3M |
| Advus Financial Partners, LLC | 0.69% | Add +39.5% | 24,633 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +62.9% | 24,621 | $2.3M |
| Retirement Income Solutions, Inc. | 0.54% | Reduce -6.9% | 24,073 | $2.2M |
| Glenview Trust Co | 0.04% | Reduce -0.6% | 24,035 | $2.2M |
| Roman Butler Fullerton & Co. | 0.72% | Add +21.4% | 22,877 | $2.2M |
| Simplex Trading, LLC | 0.07% | Add +16.3% | 23,955 | $2.2M |
| Evensky & Katz LLC | 0.15% | Add +5.1% | 23,879 | $2.2M |
| Optivise Advisory Services LLC | 1.19% | — | 23,803 | $2.2M |
| Meridian Wealth Advisors, LLC | 0.39% | Add +0.1% | 23,737 | $2.2M |
| First Commonwealth Financial Corp | 0.56% | Add +82.5% | 23,702 | $2.2M |
| PGIM Custom Harvest LLC | 0.05% | Add +11.4% | 23,579 | $2.2M |
| Lane & Associates LLC | 1.29% | Add +6.8% | 23,576 | $2.2M |
| LPWM LLC | 0.75% | Add +0.9% | 22,683 | $2.2M |
| Creative Financial Designs Inc. | 0.19% | Add +164.2% | 23,472 | $2.2M |
| Krilogy Financial LLC | 0.16% | Reduce -9.5% | 23,418 | $2.2M |
| Schechter Investment Advisors, LLC | 0.16% | Reduce -16.4% | 23,415 | $2.2M |
| Klaas Financial Asset Advisors, LLC | 0.40% | Reduce -1.6% | 23,334 | $2.2M |
| Rockwood Wealth Management, LLC | 0.26% | New | 23,295 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.14% | Add +47.6% | 23,552 | $2.2M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -3.9% | 23,064 | $2.1M |
| Earned Wealth Advisors, LLC | 0.81% | Add +0.1% | 23,053 | $2.1M |
| Raleigh Capital Management Inc. | 0.90% | Add +53.0% | 22,934 | $2.1M |
| CCG Wealth Management, LLC | 1.20% | Reduce -2.0% | 22,924 | $2.1M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | No change | 22,722 | $2.1M |
| Bessemer Group Inc. | 0.00% | No change | 22,527 | $2.1M |
| Quadrant Capital Group LLC | 0.15% | No change | 22,474 | $2.1M |
| Alerus Financial NA | 0.16% | No change | 22,464 | $2.1M |
| Forum Financial Management, LP | 0.04% | Add +1.9% | 22,102 | $2.0M |
| Ballentine Partners, LLC | 0.04% | Reduce -2.0% | 22,060 | $2.0M |
| Mather Group, Llc. | 0.03% | Add +48.5% | 24,162 | $2.0M |
| Fulcrum Equity Management | 1.83% | New | 22,026 | $2.0M |
| Idaho Trust Co | 1.04% | New | 22,000 | $2.0M |
| Stablepoint Partners, LLC | 0.39% | Add +5.4% | 22,596 | $2.0M |
| Procyon Advisors, LLC | 0.15% | Reduce -21.6% | 21,627 | $2.0M |
| Custos Family Office, LLC | 0.80% | Add +0.5% | 21,615 | $2.0M |
| Carolinas Wealth Consulting LLC | 0.38% | Add +7.6% | 21,412 | $2.0M |
| Whitcomb & Hess, Inc. | 0.61% | Add +2.7% | 21,282 | $2.0M |
| Etfidea, LLC | 0.66% | No change | 21,230 | $2.0M |
| WESPAC Advisors, LLC | 1.54% | Reduce -26.2% | 21,210 | $2.0M |
| Pinnacle Financial Group, LLC / IL | 0.83% | No change | 21,027 | $1.9M |
| WMS Partners, LLC | 0.12% | Reduce -1.1% | 20,947 | $1.9M |
| Cornerstone Wealth Management, LLC | 0.15% | Add +5.8% | 20,853 | $1.9M |
| Regimen Wealth, LLC | 0.66% | Add +145.9% | 20,855 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +0.5% | 20,682 | $1.9M |
| LifePlan Investment Advisors, Inc. | 1.37% | Add +43.6% | 20,600 | $1.9M |
| Marks Group Wealth Management, Inc | 0.20% | Add +0.0% | 20,454 | $1.9M |
| Manchester Capital Management LLC | 0.23% | Reduce -7.8% | 20,453 | $1.9M |
| HM Payson & Co. | 0.03% | Reduce -4.7% | 20,286 | $1.9M |
| Curtis Advisory Group, LLC | 0.66% | Add +235.2% | 20,255 | $1.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.40% | No change | 20,200 | $1.9M |
| Heritage Financial Services, LLC | 0.27% | No change | 20,164 | $1.9M |
| Bowman & Co S.C. | 1.08% | Add +0.8% | 20,128 | $1.9M |
| Kaydan Wealth Management, Inc. | 0.66% | Reduce -0.7% | 19,998 | $1.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.19% | Reduce -4.5% | 19,976 | $1.8M |
| Marietta Wealth Management, LLC | 0.29% | Reduce -18.0% | 19,938 | $1.8M |
| Mma Asset Management LLC | 0.86% | Reduce -0.1% | 19,831 | $1.8M |
| Bensler, LLC | 0.25% | Add +0.0% | 19,814 | $1.8M |
| Eq LLC | 1.09% | Add +32.9% | 19,663 | $1.8M |
| Cornell Pochily Investment Advisors, Inc. | 0.69% | Add +0.1% | 19,585 | $1.8M |
| Confluence Wealth Services, Inc. | 0.14% | Add +1.4% | 19,542 | $1.8M |
| Beacon Financial Advisory LLC | 0.67% | Add +37.8% | 19,365 | $1.8M |
| Gsa Capital Partners LLP | 0.12% | Reduce -16.1% | 19,300 | $1.8M |
| Tsfg, LLC | 0.42% | Reduce -1.1% | 19,294 | $1.8M |
| Clearview Wealth Advisors LLC | 1.56% | Add +406.4% | 19,284 | $1.8M |
| Burke & Herbert Bank & Trust Co. | 0.43% | New | 19,216 | $1.8M |
| Absolute Capital Management, LLC | 1.06% | Add +53.8% | 18,947 | $1.8M |
| First Command Advisory Services, Inc. | 0.02% | Reduce -1.3% | 18,916 | $1.8M |
| American Investment Services, Inc. | 0.31% | Add +0.0% | 18,799 | $1.7M |
| Schneider Downs Wealth Management Advisors, LP | 0.38% | No change | 18,590 | $1.7M |
| Syntegra Private Wealth Group, LLC | 0.22% | Add +17.1% | 18,505 | $1.7M |
| Empower Advisory Group, LLC | 0.01% | Add +8.0% | 18,476 | $1.7M |
| Iams Wealth Management, LLC | 0.93% | Reduce -23.1% | 18,440 | $1.7M |
| Sprinkle Financial Consultants LLC | 1.34% | Add +1.7% | 18,341 | $1.7M |
| Saxony Capital Management, LLC | 1.85% | New | 18,217 | $1.7M |
| Hutchens & Kramer Investment Management Group, LLC | 0.93% | Add +62.1% | 18,017 | $1.7M |
| Crestwood Advisors Group, LLC | 0.03% | Add +6.0% | 18,138 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Add +86.3% | 18,014 | $1.7M |
| Essex Bank | 0.45% | No change | 18,011 | $1.7M |
| Resurgent Financial Advisors LLC | 1.03% | Add +152.2% | 17,829 | $1.6M |
| Fortis Capital Advisors, LLC | 0.59% | Add +64.3% | 17,799 | $1.6M |
| OMNI 360 Wealth, Inc. | 1.25% | Add +200.9% | 17,728 | $1.6M |
| Joel Isaacson & Co., LLC | 0.09% | Reduce -3.7% | 17,711 | $1.6M |
| First National Bank & Trust Co. of Newtown | 0.33% | Add +2.5% | 17,706 | $1.6M |
| Aspire Wealth Management Corp | 0.93% | Add +56.1% | 17,608 | $1.6M |
| RHS Financial, LLC | 0.99% | Add +61.1% | 17,519 | $1.6M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -2.0% | 17,498 | $1.6M |
| Tyler-Stone Wealth Management | 0.67% | Reduce -0.8% | 17,454 | $1.6M |
| Aspire Private Capital, LLC | 0.42% | Add +69.2% | 17,434 | $1.6M |
| Perennial Investment Advisors, LLC | 0.23% | Add +21.8% | 17,406 | $1.6M |
| McNaughton Wealth Management, LLC | 0.85% | Add +0.4% | 17,377 | $1.6M |
| Market Street Wealth Management Advisors LLC | 0.28% | Reduce -0.3% | 17,357 | $1.6M |
| PACK Private Wealth, LLC | 0.98% | Reduce -0.5% | 17,129 | $1.6M |
| Awm Capital, LLC | 0.24% | Reduce -0.3% | 17,119 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -0.8% | 17,100 | $1.6M |
| Fiduciary Alliance LLC | 0.26% | Add +0.1% | 16,816 | $1.6M |
| Punch & Associates Investment Management, Inc. | 0.09% | Reduce -34.1% | 17,082 | $1.6M |
| Navis Wealth Advisors, LLC | 1.80% | Add +0.7% | 16,985 | $1.6M |
| Bellwether Advisors, LLC | 0.33% | Add +3.7% | 16,979 | $1.6M |
| Alta Wealth Advisors LLC | 0.77% | No change | 16,708 | $1.5M |
| Next Level Private LLC | 0.71% | Add +0.2% | 16,666 | $1.5M |
| Hall Kathryn A. | 0.35% | No change | 16,556 | $1.5M |
| Insight Advisors, LLC/ PA | 0.28% | Reduce -0.6% | 16,482 | $1.5M |
| SlateStone Wealth, LLC | 0.16% | Add +32.9% | 16,412 | $1.5M |
| Grey Ledge Advisors, LLC | 0.41% | Add +1.5% | 16,394 | $1.5M |
| First National Trust Co | 0.06% | Add +40.4% | 16,357 | $1.5M |
| Flputnam Investment Management Co. | 0.03% | Add +1.6% | 16,250 | $1.5M |
| Keystone Wealth Services, LLC | 0.47% | Add +10.8% | 16,165 | $1.5M |
| RPS Advisory Solutions LLC | 1.38% | — | 16,124 | $1.5M |
| Marino, Stram & Associates LLC | 0.36% | Add +2.1% | 16,062 | $1.5M |
| White Pine Capital LLC | 0.56% | Reduce -1.9% | 16,030 | $1.5M |
| Clarity Asset Management, Inc. | 1.04% | Add +8.1% | 15,897 | $1.5M |
| GYL Financial Synergies, LLC | 0.11% | Reduce -1.9% | 15,861 | $1.5M |
| Mgo One Seven LLC | 0.07% | Add +33.7% | 15,849 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.30% | Add +8.1% | 19,440 | $1.5M |
| CENTRAL TRUST Co | 0.04% | Reduce -2.2% | 15,766 | $1.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +65.7% | 15,741 | $1.5M |
| First Personal Financial Services | 0.33% | Add +0.0% | 15,698 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.22% | Reduce -2.5% | 15,690 | $1.5M |
| FinTrust Capital Advisors, LLC | 0.26% | Add +14.2% | 15,680 | $1.5M |
| Kessler Investment Group, LLC | 0.78% | Add +0.2% | 15,660 | $1.4M |
| Operose Advisors LLC | 0.51% | No change | 15,660 | $1.4M |
| Alpha Cubed Investments, LLC | 0.07% | Reduce -0.8% | 15,619 | $1.4M |
| Legacy Advisors, LLC | 0.17% | No change | 15,552 | $1.4M |
| REDW Wealth LLC | 0.38% | No change | 15,538 | $1.4M |
| First Foundation Advisors | 0.05% | Add +11.9% | 15,503 | $1.4M |
| SpiderRock Advisors, LLC | 0.04% | Reduce -43.5% | 15,401 | $1.4M |
| Balboa Wealth Partners | 0.38% | Add +5.5% | 15,393 | $1.4M |
| 9258 Wealth Management, LLC | 0.22% | Reduce -0.3% | 15,283 | $1.4M |
| Atlantic Edge Private Wealth Management, LLC | 0.47% | No change | 15,280 | $1.4M |
| Fiducient Advisors LLC | 0.19% | Add +43.4% | 15,237 | $1.4M |
| International Assets Investment Management, LLC | 0.13% | Add +13.3% | 15,143 | $1.4M |
| Dominguez Wealth Management Solutions, Inc. | 1.05% | Add +0.1% | 15,079 | $1.4M |
| Vanguard Group Inc. | 0.00% | Add +7.3% | 15,076 | $1.4M |
| Eagle Strategies LLC | 0.26% | Reduce -74.7% | 14,969 | $1.4M |
| Westmount Partners, LLC | 0.46% | Reduce -0.3% | 14,826 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -5.8% | 14,921 | $1.4M |
| Howard Capital Management Group, LLC | 0.10% | No change | 14,850 | $1.4M |
| Venture Visionary Partners LLC | 0.06% | Add +0.3% | 14,788 | $1.4M |
| Capital Square, LLC | 0.88% | Add +1.6% | 14,531 | $1.4M |
| Signaturefd, LLC | 0.03% | Reduce -6.9% | 14,560 | $1.3M |
| Cambridge Capital Management, LLC | 0.99% | Reduce -2.4% | 14,522 | $1.3M |
| Cornerstone Advisory, LLC | 0.19% | Add +0.0% | 14,509 | $1.3M |
| Client 1ST Advisory Group, LLC | 0.58% | Add +219.9% | 14,449 | $1.3M |
| Tiemann Investment Advisors, LLC | 0.59% | Add +1.6% | 14,424 | $1.3M |
| Progressive Investment Management Corp | 0.35% | Reduce -3.4% | 14,400 | $1.3M |
| New England Private Wealth Advisors LLC | 0.23% | Add +0.0% | 14,399 | $1.3M |
| Blankinship & Foster, LLC | 0.34% | Reduce -2.7% | 14,298 | $1.3M |
| Cadinha & Co. LLC | 0.24% | Reduce -7.9% | 14,242 | $1.3M |
| Rothschild Investment LLC | 0.09% | Add +0.1% | 14,189 | $1.3M |
| Merkkuri Wealth Advisors LLC | 1.20% | — | 14,135 | $1.3M |
| BBR Partners, LLC | 0.11% | No change | 14,102 | $1.3M |
| Beacon Bridge Wealth Partners, LLC | 0.60% | Reduce -20.9% | 14,075 | $1.3M |
| Chapin Davis, Inc. | 0.44% | Reduce -0.7% | 14,057 | $1.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.55% | Reduce -3.5% | 13,912 | $1.3M |
| Sandbox Financial Partners, LLC | 0.49% | Add +0.6% | 13,908 | $1.3M |
| Deutsche Bank AG | 0.00% | No change | 13,867 | $1.3M |
| McDonough Capital Management, Inc | 0.93% | No change | 13,840 | $1.3M |
| Catalina Capital Group, LLC | 0.49% | Add +290.0% | 13,775 | $1.3M |
| Kennicott Capital Management LLC | 0.53% | No change | 13,748 | $1.3M |
| Bank of Hawaii | 0.06% | No change | 13,697 | $1.3M |
| Fermata Advisors, LLC | 0.29% | Reduce -1.5% | 13,674 | $1.3M |
| Brass Tax Wealth Management, Inc. | 0.25% | Add +0.2% | 13,641 | $1.3M |
| Veracity Capital LLC | 0.53% | Reduce -4.9% | 13,617 | $1.3M |
| Claro Advisors Inc. | 0.20% | Add +5.6% | 13,607 | $1.3M |
| LTG Capital LLC | 1.13% | Reduce -3.2% | 13,523 | $1.3M |
| SOL Capital Management CO | 0.15% | Reduce -0.1% | 13,449 | $1.2M |
| RiverFront Investment Group, LLC | 0.03% | Add +39.7% | 13,396 | $1.2M |
| Summit Financial Strategies, Inc. | 0.15% | No change | 13,392 | $1.2M |
| Able Wealth Management LLC | 1.02% | Reduce -4.0% | 13,388 | $1.2M |
| TCV Trust & Wealth Management, Inc. | 0.12% | Add +16.4% | 13,332 | $1.2M |
| Payden & Rygel Investment Group | 0.10% | Reduce -94.0% | 13,306 | $1.2M |
| Payden & Rygel | 0.10% | Reduce -94.0% | 13,306 | $1.2M |
| Boston Financial Mangement LLC | 0.04% | Reduce -2.2% | 13,252 | $1.2M |
| Obsidian Cio, LLC | 0.29% | Reduce -0.6% | 13,226 | $1.2M |
| First County Bank | 0.62% | Reduce -37.5% | 13,131 | $1.2M |
| Argent Advisors, Inc. | 0.48% | Add +2.4% | 13,129 | $1.2M |
| Arcadia Investment Advisors LLC | 0.68% | No change | 13,017 | $1.2M |
| Personal Cfo Solutions, LLC | 0.18% | Add +28.4% | 12,954 | $1.2M |
| 1ST Source Bank | 0.07% | Reduce -3.4% | 12,944 | $1.2M |
| Cornerstone Wealth Group, LLC | 0.11% | Add +4.7% | 12,848 | $1.2M |
| Union Savings Bank | 0.62% | Reduce -0.1% | 12,839 | $1.2M |
| Clear Investment Research, LLC | 1.54% | Reduce -2.2% | 12,756 | $1.2M |
| Riversedge Advisors, LLC | 0.29% | Reduce -15.7% | 12,715 | $1.2M |
| Summit X, LLC | 0.26% | Add +30.1% | 12,614 | $1.2M |
| MKT Advisors LLC | 0.58% | No change | 12,177 | $1.2M |
| Processus Wealth & Capital Management, LLC | 0.95% | Add +1.0% | 12,423 | $1.1M |
| Sendero Wealth Management, LLC | 0.19% | Reduce -2.0% | 12,358 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.1% | 12,328 | $1.1M |
| CVA Family Office, LLC | 0.21% | No change | 12,315 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -2.6% | 12,807 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.26% | Add +11.4% | 12,191 | $1.1M |
| Wealthstream Advisors, Inc. | 0.41% | No change | 12,130 | $1.1M |
| Sterling Investment Advisors LLC | 0.68% | Reduce -3.7% | 12,104 | $1.1M |
| Councilor Wealth, LLC | 0.58% | Add +0.1% | 12,042 | $1.1M |
| Integrated Investment Consultants, LLC | 0.31% | No change | 13,130 | $1.1M |
| Canopy Partners, LLC | 0.51% | No change | 11,969 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.35% | Reduce -3.8% | 11,962 | $1.1M |
| Parkside Financial Bank & Trust | 0.17% | Reduce -1.8% | 11,913 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Reduce -9.3% | 11,912 | $1.1M |
| Walden Wealth Partners LLC | 0.61% | No change | 11,907 | $1.1M |
| LifeSteps Financial, Inc. | 0.90% | No change | 11,767 | $1.1M |
| Uptick Partners, LLC | 0.83% | No change | 12,840 | $1.1M |
| First Nebraska Trust Co | 0.11% | No change | 11,636 | $1.1M |
| Watershed Private Wealth LLC | 0.46% | Reduce -4.0% | 11,609 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Add +1.2% | 11,602 | $1.1M |
| Texas Yale Capital Corp. | 0.05% | No change | 11,600 | $1.1M |
| Semmax Financial Advisors Inc. | 0.32% | Add +75.7% | 11,873 | $1.1M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | No change | 11,592 | $1.1M |
| Brasada Capital Management, LP | 0.19% | No change | 11,268 | $1.1M |
| Old Port Advisors | 0.32% | Reduce -0.5% | 11,555 | $1.1M |
| Lifeworks Advisors, LLC | 0.30% | Add +77.6% | 11,529 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.11% | No change | 11,506 | $1.1M |
| Flagship Private Wealth, LLC | 0.63% | No change | 11,428 | $1.1M |
| Clayton Financial Group LLC | 0.46% | No change | 12,516 | $1.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.61% | Reduce -3.4% | 11,393 | $1.1M |
| Bison Wealth, LLC | 0.17% | No change | 12,441 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -13.3% | 11,297 | $1.0M |
| Aveo Capital Partners, LLC | 0.12% | Add +22.5% | 11,287 | $1.0M |
| MidAtlantic Capital Management, Inc. | 0.87% | No change | 11,208 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +8.6% | 11,129 | $1.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Add +71.6% | 10,716 | $1.0M |
| Simmons Bank | 0.08% | Add +111.2% | 11,113 | $1.0M |
| Tritonpoint Wealth, LLC | 0.10% | Reduce -1.7% | 11,083 | $1.0M |
| Focused Wealth Management, Inc | 0.15% | Reduce -5.4% | 11,074 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Add +105.8% | 11,055 | $1.0M |
| Lloyd Advisory Services, LLC. | 0.48% | New | 11,014 | $1.0M |
| Legacy Edge Advisors, LLC | 0.19% | Add +143.1% | 10,943 | $1.0M |
| Taylor Financial Group, Inc. | 0.77% | No change | 10,856 | $1.0M |
| C2C Wealth Management, LLC | 0.98% | Reduce -0.6% | 10,844 | $1.0M |
| AQR Capital Management | 0.00% | Reduce -2.0% | 10,808 | $1.0M |
| CFM Wealth Partners LLC | 0.18% | Add +3.0% | 10,793 | $999K |
| Aspiriant, LLC | 0.04% | Add +50.1% | 10,788 | $998K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -7.6% | 10,740 | $994K |
| Game Plan Financial Advisors, LLC | 0.55% | Reduce -0.1% | 10,736 | $994K |
| Wedmont Private Capital | 0.06% | Add +0.0% | 10,327 | $989K |
| Bank of Stockton | 0.31% | Reduce -10.8% | 10,678 | $988K |
| Hollencrest Capital Management | 0.04% | No change | 10,645 | $985K |
| Burkett Financial Services, LLC | 0.50% | Reduce -8.1% | 10,599 | $981K |
| TL Private Wealth | 0.44% | Add +6.3% | 10,209 | $980K |
| Stockman Wealth Management, Inc. | 0.17% | Add +0.3% | 10,493 | $971K |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +183.8% | 10,475 | $969K |
| Highland Capital Management, LLC | 0.06% | Reduce -2.0% | 10,392 | $962K |
| Leslie Global Wealth, LLC | 0.56% | — | 10,379 | $960K |
| Moneco Advisors, LLC | 0.14% | Add +0.3% | 10,320 | $955K |
| Pacific Sun Financial Corp | 0.56% | Reduce -1.8% | 10,314 | $954K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -3.1% | 10,198 | $954K |
| Provenance Wealth Advisors, LLC | 0.13% | Reduce -3.4% | 10,268 | $950K |
| Private Wealth Management Group, LLC | 0.41% | Reduce -6.8% | 10,264 | $950K |
| Dimension Capital Management LLC | 0.19% | No change | 10,205 | $944K |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +3.3% | 10,180 | $942K |
| Empirical Asset Management, LLC | 0.35% | New | 10,129 | $937K |
| Calton & Associates, Inc. | 0.47% | Add +0.2% | 10,093 | $934K |
| Planning Center, Inc. | 0.12% | No change | 10,037 | $929K |
| Aprio Wealth Management, LLC | 0.17% | Reduce -5.2% | 10,027 | $928K |
| IFG Advisors, LLC | 0.22% | Add +0.0% | 10,025 | $928K |
| Security National Bank | 0.13% | No change | 10,025 | $928K |
| Front Row Advisors LLC | 0.32% | Reduce -1.0% | 9,963 | $922K |
| Capital Planning Advisors, LLC | 0.16% | No change | 9,957 | $921K |
| Laffer Tengler Investments, Inc. | 0.24% | No change | 9,937 | $920K |
| Millennium Management | 0.00% | New | 9,912 | $917K |
| TMD Wealth Management, LLC | 0.20% | No change | 9,889 | $915K |
| Lakeridge Wealth Management LLC | 0.55% | Add +4.2% | 9,883 | $915K |
| LongView Wealth Management | 0.34% | Add +8.0% | 9,880 | $914K |
| JMG Financial Group, Ltd. | 0.03% | Reduce -5.5% | 9,862 | $913K |
| Atticus Wealth Management, LLC | 0.30% | Reduce -21.6% | 9,808 | $908K |
| McKinley Carter Wealth Services, Inc. | 0.06% | Add +8.5% | 9,775 | $905K |
| Stock Yards Bank & Trust Co. | 0.03% | No change | 9,758 | $903K |
| Eaton-Cambridge Inc. | 0.46% | Reduce -4.7% | 9,739 | $901K |
| Robinson Smith Wealth Advisors LLC | 0.79% | No change | 9,736 | $901K |
| MCF Advisors LLC | 0.07% | No change | 9,705 | $898K |
| SVB Wealth LLC | 0.02% | Reduce -1.2% | 9,696 | $897K |
| Tarbox Family Office, Inc. | 0.16% | Add +0.0% | 9,692 | $897K |
| Gemmer Asset Management LLC | 0.10% | Add +1.1% | 9,677 | $896K |
| Consilio Wealth Advisors, LLC | 0.40% | Reduce -0.1% | 9,662 | $894K |
| One Day In July LLC | 0.11% | Add +0.0% | 9,577 | $886K |
| Planned Solutions, Inc. | 0.43% | Reduce -11.5% | 9,554 | $884K |
| Seneca House Advisors | 0.38% | No change | 9,550 | $884K |
| Tompkins Financial Corp. | 0.09% | Add +3.6% | 9,549 | $884K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.23% | New | 9,500 | $879K |
| JNBA Financial Advisors | 0.09% | Reduce -13.1% | 9,441 | $874K |
| CNB Bank | 0.42% | No change | 9,400 | $870K |
| All Season Financial Advisors, Inc. | 0.79% | Add +13.9% | 9,389 | $869K |
| Burns J W & Co. Inc. | 0.12% | Reduce -1.6% | 9,362 | $866K |
| Presidio Capital Management, LLC | 0.60% | New | 9,336 | $864K |
| All Terrain Financial Advisors, LLC | 0.36% | Reduce -0.0% | 9,318 | $862K |
| American Financial Advisors, LLC | 0.12% | Add +0.0% | 9,304 | $861K |
| Garde Capital, Inc. | 0.06% | No change | 9,304 | $861K |
| Aaron Wealth Advisors LLC | 0.12% | No change | 9,253 | $856K |
| QRG Capital Management, Inc. | 0.01% | Add +9.2% | 9,231 | $854K |
| FWG Investments, LLC. | 0.86% | Add +72.3% | 9,222 | $853K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -8.4% | 9,220 | $853K |
| Verum Partners LLC | 0.27% | Add +0.1% | 9,176 | $849K |
| Little House Capital LLC | 0.26% | No change | 9,141 | $846K |
| NorthLanding Financial Partners, LLC | 0.89% | Reduce -0.5% | 9,103 | $842K |
| Community Bank, N.A. | 0.11% | Reduce -6.4% | 9,100 | $842K |
| Crescent Grove Advisors, LLC | 0.09% | Add +17.5% | 9,090 | $841K |
| Beverly Hills Private Wealth, LLC | 0.18% | Add +44.3% | 9,089 | $841K |
| Pinnacle Bancorp, Inc. | 0.25% | No change | 9,040 | $837K |
| LexAurum Advisors, LLC | 0.21% | New | 9,011 | $834K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -9.6% | 8,993 | $832K |
| SOA Wealth Advisors, LLC. | 0.17% | Add +0.1% | 8,993 | $832K |
| SageView Advisory Group, LLC | 0.05% | Reduce -91.7% | 8,980 | $831K |
| ProVise Management Group, LLC | 0.07% | Reduce -8.6% | 8,959 | $829K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -36.8% | 8,923 | $826K |
| New Republic Capital, LLC | 0.41% | Add +32.4% | 8,908 | $824K |
| Reynders McVeigh Capital Management, LLC | 0.05% | No change | 8,895 | $823K |
| FSM Wealth Advisors, LLC | 0.28% | No change | 8,878 | $822K |
| NBT Bank, N.A. | 0.06% | Add +1.9% | 8,861 | $820K |
| KWB Wealth | 0.11% | No change | 9,709 | $820K |
| Montag A & Associates Inc. | 0.04% | No change | 8,835 | $818K |
| Arbor Investment Advisors, LLC | 0.12% | Reduce -14.1% | 8,811 | $815K |
| Thrive Wealth Management, LLC | 0.16% | Add +0.2% | 8,793 | $814K |
| Fernwood Investment Management, LLC | 0.25% | Add +5.4% | 8,776 | $812K |
| Betterment LLC | 0.00% | Add +6.3% | 8,749 | $810K |
| Lake Street Advisors Group, LLC | 0.04% | Add +0.0% | 8,747 | $809K |
| Manhattan West Asset Management, LLC | 0.22% | Reduce -3.0% | 8,738 | $809K |
| Sterling Group Wealth Management, LLC | 0.46% | — | 8,699 | $805K |
| City Holding Co. | 0.12% | Add +1.5% | 8,668 | $802K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -6.0% | 8,618 | $798K |
| Bare Financial Services, Inc | 0.42% | Reduce -4.7% | 8,712 | $795K |
| West Coast Financial LLC | 0.09% | Reduce -1.0% | 8,579 | $794K |
| LGT Financial Advisors LLC | 1.67% | Add +60.5% | 8,571 | $793K |
| Bogart Wealth, LLC | 0.04% | Add +4.3% | 8,521 | $789K |
| River Street Advisors LLC | 0.49% | New | 8,498 | $786K |
| 4J Wealth Management LLC | 0.65% | Reduce -0.6% | 8,488 | $785K |
| TFB Advisors LLC | 0.26% | Reduce -11.1% | 8,485 | $785K |
| Foguth Wealth Management, LLC. | 0.35% | Reduce -12.8% | 8,481 | $785K |
| Total Clarity Wealth Management, Inc. | 0.27% | Add +0.0% | 8,446 | $782K |
| Integrated Advisors Network LLC | 0.04% | Add +5.3% | 8,366 | $774K |
| Fiduciary Trust Co | 0.01% | No change | 8,365 | $774K |
| Beacon Financial Group | 0.09% | Add +39.7% | 8,355 | $773K |
| First Citizens Financial Corp | 0.46% | Add +33.6% | 8,339 | $772K |
| Wallington Asset Management, LLC | 0.12% | Reduce -14.6% | 8,270 | $765K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +24.7% | 8,260 | $764K |
| 49 Wealth Management, LLC | 0.15% | Add +36.0% | 8,179 | $763K |
| Capital Investment Advisors, LLC | 0.02% | Add +10.8% | 8,190 | $758K |
| Salem Investment Counselors Inc. | 0.02% | Add +7.9% | 8,165 | $756K |
| Sandy Spring Bank | 0.03% | Add +8.3% | 8,105 | $750K |
| HHM Wealth Advisors, LLC | 0.11% | Reduce -0.1% | 8,097 | $749K |
| Financial Partners Group, Inc | 0.12% | Reduce -3.4% | 8,077 | $747K |
| Bank of New Hampshire | 0.19% | Add +0.1% | 8,067 | $747K |
| Trilogy Capital Inc. | 0.04% | Add +28.5% | 8,060 | $746K |
| First Interstate Bank | 0.05% | Reduce -2.4% | 8,034 | $743K |
| Weaver Consulting Group | 0.26% | No change | 8,008 | $741K |
| Neumann Capital Management, LLC | 0.25% | No change | 8,000 | $740K |
| GAMCO Investors | 0.01% | No change | 8,000 | $740K |
| Curated Wealth Partners LLC | 0.10% | — | 7,965 | $737K |
| Welch & Forbes LLC | 0.01% | Add +17.6% | 7,689 | $735K |
| Shepherd Kaplan Krochuk, LLC | 0.58% | No change | 7,937 | $734K |
| Dakota Wealth Management | 0.02% | Reduce -14.8% | 7,907 | $732K |
| TAP Consulting, LLC | 0.15% | Add +0.1% | 7,904 | $731K |
| Semus Wealth Partners LLC | 0.56% | Add +56.0% | 7,896 | $731K |
| Oakworth Capital, Inc. | 0.05% | Reduce -10.3% | 7,884 | $730K |
| Oliver Lagore Vanvalin Investment Group | 0.21% | Add +51.9% | 7,866 | $728K |
| Ironwood Investment Counsel, LLC | 0.13% | No change | 7,852 | $727K |
| Apella Capital, LLC | 0.03% | Add +7.2% | 7,553 | $726K |
| Tidemark, LLC | 0.33% | Reduce -8.7% | 7,810 | $723K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -1.6% | 7,794 | $721K |
| Sageworth Trust Co | 0.05% | No change | 7,764 | $718K |
| Bar Harbor Wealth Management | 0.05% | Reduce -4.4% | 7,724 | $715K |
| Aurora Private Wealth, Inc. | 0.62% | Reduce -1.9% | 7,672 | $710K |
| Mattern Capital Management, LLC | 0.10% | Reduce -6.6% | 7,617 | $705K |
| HMS Capital Management, LLC | 0.37% | No change | 7,610 | $704K |
| Summit Financial Wealth Advisors, LLC | 0.14% | No change | 7,605 | $704K |
| Priebe Wealth Holdings LLC | 0.55% | Reduce -0.7% | 7,539 | $698K |
| Neuberger Berman Group LLC | 0.00% | Add +3.3% | 7,509 | $695K |
| ORG Partners LLC | 0.09% | New | 7,427 | $693K |
| World Equity Group, Inc. | 0.21% | Reduce -42.1% | 7,460 | $690K |
| TFO Wealth Partners, LLC | 0.13% | Reduce -5.1% | 7,457 | $690K |
| Wintrust Investments LLC | 0.06% | Reduce -19.0% | 7,434 | $688K |
| Diversified Trust Co. | 0.02% | Reduce -1.5% | 7,434 | $688K |
| Scotia Capital Inc. | 0.00% | Reduce -23.8% | 7,426 | $687K |
| Florida Trust Wealth Management Co | 0.02% | No change | 7,396 | $684K |
| Culbertson A N & Co. Inc. | 0.12% | Reduce -17.6% | 7,372 | $682K |
| Chesley Taft & Associates LLC | 0.03% | No change | 7,364 | $681K |
| Great Lakes Retirement, Inc. | 0.09% | No change | 7,346 | $680K |
| Founders Financial Securities LLC | 0.06% | Add +14.9% | 7,338 | $679K |
| Laurel Wealth Advisors LLC | 0.12% | Reduce -2.5% | 7,319 | $677K |
| Castle Wealth Management LLC | 0.32% | No change | 7,318 | $677K |
| Albion Financial Group | 0.05% | Reduce -1.4% | 7,300 | $676K |
| BluePointe Capital Management, LLC | 0.45% | No change | 7,296 | $675K |
| Meridian Management Co. | 0.18% | No change | 7,272 | $673K |
| Middleton & Co. Inc. | 0.08% | Reduce -0.8% | 7,265 | $672K |
| Foster Dykema Cabot & Partners, LLC | 0.06% | No change | 7,251 | $671K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +4.3% | 7,251 | $671K |
| Madison Wealth Partners, Inc | 0.23% | Add +0.8% | 7,245 | $670K |
| Hershey Financial Advisers, LLC | 0.60% | — | 7,227 | $669K |
| NCM Capital Management, LLC | 0.35% | No change | 7,200 | $666K |
| Emergent Wealth Advisors, LLC | 0.53% | Add +56.1% | 7,190 | $665K |
| Investment Research & Advisory Group, Inc. | 0.29% | No change | 7,135 | $660K |
| Birch Hill Investment Advisors LLC | 0.03% | New | 7,131 | $660K |
| Fidelis Capital Partners, LLC | 0.09% | No change | 7,771 | $660K |
| Jackson, Grant Investment Advisers, Inc. | 0.27% | Add +0.1% | 7,121 | $659K |
| Evergreen Private Wealth LLC | 0.32% | Reduce -11.3% | 7,108 | $658K |
| Hazlett, Burt & Watson, Inc. | 0.34% | Add +27.9% | 7,096 | $656K |
| Intergy Private Wealth, LLC | 0.27% | No change | 7,052 | $653K |
| HCR Wealth Advisors | 0.09% | Add +0.7% | 7,037 | $651K |
| Seven Mile Advisory | 0.48% | No change | 7,021 | $650K |
| Harvey Capital Management Inc. | 0.17% | No change | 7,000 | $648K |
| Annandale Capital, LLC | 0.13% | No change | 6,952 | $643K |
| Colton Groome Financial Advisors, LLC | 0.25% | Reduce -3.3% | 6,939 | $642K |
| Hiley Hunt Wealth Management | 0.40% | Reduce -2.8% | 6,915 | $640K |
| Compound Planning, Inc. | 0.05% | Reduce -11.1% | 6,893 | $638K |
| Geometric Wealth Advisors | 0.13% | New | 6,832 | $632K |
| Sageworth Trust Co of South Dakota | 0.92% | No change | 6,804 | $630K |
| Cim, LLC | 0.09% | Reduce -6.5% | 6,968 | $629K |
| Continuum Advisory, LLC | 0.09% | Reduce -19.9% | 6,757 | $625K |
| Proficio Capital Partners LLC | 0.07% | New | 6,756 | $625K |
| Lantern Wealth Advisors, LLC | 0.45% | Add +27.5% | 6,736 | $623K |
| Oxler Private Wealth LLC | 0.23% | Add +0.1% | 6,723 | $622K |
| SkyOak Wealth, LLC | 0.15% | Add +119.1% | 6,714 | $621K |
| Park National Corp. | 0.02% | No change | 6,706 | $621K |
| Pure Financial Advisors, LLC | 0.02% | Add +21.1% | 6,697 | $620K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -5.6% | 6,656 | $616K |
| Chicago Capital, LLC | 0.02% | Reduce -5.7% | 6,637 | $614K |
| TrinityPoint Wealth, LLC | 0.10% | Add +1.7% | 6,628 | $613K |
| Petix & Botte Co | 0.17% | Add +99.7% | 6,597 | $610K |
| Plancorp, LLC | 0.03% | Add +2.8% | 6,587 | $610K |
| Disciplined Investments, LLC | 0.32% | Reduce -6.4% | 6,532 | $604K |
| Parthenon LLC | 0.08% | No change | 6,516 | $603K |
| Wimmer Associates 1, LLC | 0.31% | No change | 6,515 | $603K |
| Solano Wealth Management, Inc. | 0.33% | No change | 6,500 | $602K |
| Old Second National Bank of Aurora | 0.15% | New | 6,431 | $595K |
| ORBA Wealth Advisors, L.L.C. | 0.31% | Add +14.6% | 6,420 | $594K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,418 | $594K |
| First National Corp. /Ma/ | 0.14% | Reduce -3.0% | 6,413 | $593K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +41.2% | 6,410 | $593K |
| Capital Investment Counsel, LLC | 0.12% | Reduce -3.2% | 6,409 | $593K |
| Forte Asset Management LLC | 0.35% | New | 6,400 | $592K |
| Affinity Capital Advisors, LLC | 0.12% | No change | 6,372 | $590K |
| Private Ocean, LLC | 0.05% | No change | 6,364 | $589K |
| Journey Strategic Wealth LLC | 0.03% | Add +0.1% | 6,364 | $589K |
| Roberts Financial Services LLC | 0.12% | Reduce -5.8% | 6,341 | $587K |
| Western Financial Corp | 0.35% | Add +49.6% | 6,328 | $586K |
| Courage Miller Partners, LLC | 0.21% | Reduce -0.1% | 6,320 | $585K |
| Everpar Advisors LLC | 0.29% | New | 6,310 | $584K |
| GDS Wealth Management | 0.06% | Reduce -2.9% | 6,310 | $584K |
| Nicolet Advisory Services, LLC | 0.06% | Add +0.0% | 5,988 | $582K |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 6,256 | $579K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -14.0% | 6,239 | $577K |
| Pinnacle Associates Ltd. | 0.01% | No change | 6,235 | $577K |
| Two West Capital Advisors LLC | 0.55% | — | 6,226 | $576K |
| tru Independence LLC | 0.17% | Reduce -3.5% | 6,219 | $575K |
| Arcadia Wealth Management, LLC | 0.33% | Add +52.2% | 6,194 | $573K |
| Main Street Group, LTD | 0.27% | Add +0.3% | 6,147 | $573K |
| Sage Mountain Advisors LLC | 0.05% | Add +16.7% | 6,168 | $571K |
| Journey Advisory Group, LLC | 0.07% | No change | 6,153 | $569K |
| Stephen J. Garry & Associates, LLC | 0.57% | Reduce -8.3% | 6,110 | $565K |
| Oak Harvest Investment Services | 0.09% | Add +23.8% | 6,106 | $565K |
| Worth Financial Advisory Group, LLC | 0.37% | Reduce -2.6% | 6,102 | $565K |
| JGP Wealth Management, LLC | 0.08% | Add +31.1% | 6,083 | $563K |
| Sachetta, LLC | 0.24% | Add +17.5% | 6,327 | $562K |
| Washington Trust Bank | 0.06% | No change | 6,042 | $559K |
| Trust Co of the South | 0.13% | Reduce -42.6% | 6,023 | $557K |
| Cooper Financial Group | 0.08% | Add +25.5% | 6,010 | $556K |
| Bluespring Wealth Management, LLC | 0.06% | No change | 5,983 | $554K |
| Eldridge Investment Advisors, Inc. | 0.14% | No change | 5,964 | $552K |
| CW Advisors, LLC | 0.01% | Reduce -3.2% | 5,935 | $549K |
| Fortis Capital Management LLC | 0.12% | Reduce -24.2% | 5,930 | $549K |
| Atlantic Union Bankshares Corp | 0.03% | No change | 5,930 | $549K |
| Davis R M Inc. | 0.01% | New | 5,908 | $547K |
| Evolution Wealth Advisors, LLC | 0.11% | Add +3.1% | 5,895 | $546K |
| Glassman Wealth Services | 0.10% | No change | 5,871 | $543K |
| TCWP LLC | 1.33% | Add +62.5% | 5,842 | $541K |
| Legacy Capital Group California, Inc. | 0.19% | Add +83.8% | 5,815 | $538K |
| Newman Dignan & Sheerar, Inc. | 0.14% | Reduce -1.0% | 5,812 | $538K |
| Oakwell Private Wealth Management, LLC | 0.15% | Add +1.8% | 5,804 | $537K |
| Klingman & Associates, LLC | 0.04% | No change | 5,782 | $535K |
| Sax Wealth Advisors, LLC | 0.05% | Add +0.1% | 5,779 | $535K |
| Blue Bell Private Wealth Management, LLC | 0.11% | No change | 5,774 | $534K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.15% | Reduce -1.4% | 5,771 | $534K |
| Strata Wealth Advisors, LLC | 0.18% | Reduce -0.1% | 5,755 | $533K |
| TrueWealth Advisors, LLC | 0.20% | Add +32.0% | 5,732 | $530K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -5.8% | 5,731 | $530K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.03% | New | 5,731 | $530K |
| CWS Financial Advisors, LLC | 0.21% | Add +15.0% | 5,710 | $528K |
| Mengis Capital Management, Inc. | 0.11% | No change | 5,708 | $528K |
| Palisade Asset Management, LLC | 0.05% | No change | 5,706 | $528K |
| Duncker Streett & Co. Inc. | 0.10% | Add +0.0% | 5,705 | $528K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -15.8% | 5,652 | $523K |
| Amplius Wealth Advisors, LLC | 0.06% | Add +14.4% | 5,603 | $519K |
| Brown Miller Wealth Management, LLC | 0.21% | Reduce -9.3% | 5,588 | $517K |
| Altfest L J & Co. Inc. | 0.07% | No change | 5,566 | $515K |
| Sage Financial Group Inc. | 0.04% | No change | 5,562 | $515K |
| Goldstein Advisors, LLC | 0.09% | Add +5.6% | 5,551 | $514K |
| Brio Consultants, LLC | 0.08% | No change | 5,548 | $513K |
| Ascentis Independent Advisors | 0.11% | — | 5,540 | $513K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 5,524 | $511K |
| Edgestream Partners, L.P. | 0.02% | Reduce -46.5% | 5,500 | $509K |
| Conservest Capital Advisors, Inc. | 0.05% | No change | 6,020 | $508K |
| Gradient Capital Advisors, LLC | 0.18% | Add +7.1% | 5,486 | $508K |
| WealthBridge Capital Management, LLC | 0.17% | No change | 5,484 | $507K |
| Ritholtz Wealth Management | 0.02% | Add +36.0% | 5,449 | $504K |
| Everhart Financial Group, Inc. | 0.13% | Reduce -5.0% | 5,429 | $502K |
| Insight Wealth Strategies, LLC | 0.07% | Add +1.3% | 5,420 | $502K |
| HUB Investment Partners, LLC | 0.02% | Add +5.6% | 5,419 | $501K |
| Berger Financial Group, Inc | 0.04% | Reduce -56.3% | 5,414 | $501K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 5,399 | $500K |
| Almanack Investment Partners, LLC. | 0.08% | Reduce -9.2% | 5,393 | $499K |
| HTLF Bank | 0.06% | Add +50.3% | 5,379 | $498K |
| Wedbush Securities Inc. | 0.02% | Add +27.1% | 5,373 | $497K |
| PFG Investments, LLC | 0.04% | Add +63.5% | 5,370 | $497K |
| Herold Advisors, Inc. | 0.11% | Add +6.9% | 5,364 | $496K |
| West Paces Advisors Inc. | 0.13% | Add +13.3% | 5,355 | $496K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +10.8% | 5,341 | $494K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -6.4% | 5,332 | $493K |
| Catalyst Financial Partners LLC | 0.11% | Add +24.2% | 5,319 | $492K |
| Principle Wealth Partners LLC | 0.04% | No change | 5,319 | $492K |
| United Advisor Group, LLC | 0.15% | Add +23.1% | 5,313 | $492K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 5,313 | $492K |
| Financial Insights, Inc. | 0.14% | No change | 5,311 | $491K |
| Bank of Nova Scotia | 0.00% | No change | 5,280 | $489K |
| Summit Asset Management, LLC | 0.06% | Reduce -1.4% | 5,267 | $487K |
| Eastern Bank | 0.02% | Add +54.6% | 5,250 | $486K |
| Francis Financial, Inc. | 0.15% | Add +6.4% | 5,225 | $484K |
| Segment Wealth Management, LLC | 0.04% | Add +6.8% | 5,222 | $483K |
| KRS Capital Management, LLC | 0.36% | No change | 5,220 | $483K |
| Marcum Wealth, LLC | 0.05% | Add +32.7% | 5,214 | $483K |
| GAMMA Investing LLC | 0.07% | Add +67.5% | 5,187 | $480K |
| WT Wealth Management | 0.16% | Reduce -1.2% | 5,184 | $480K |
| Abbrea Capital, LLC | 0.06% | Reduce -2.4% | 5,161 | $478K |
| Gallagher Fiduciary Advisors, LLC | 0.11% | Add +6.3% | 5,138 | $475K |
| Condor Capital Management | 0.05% | Add +7.3% | 5,123 | $474K |
| Wealthquest Corp | 0.05% | No change | 5,119 | $474K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 6,287 | $472K |
| LaFleur & Godfrey LLC | 0.07% | Add +82.5% | 5,096 | $472K |
| Enzi Wealth | 0.21% | Reduce -1.4% | 4,879 | $467K |
| MainStreet Investment Advisors LLC | 0.06% | Add +21.2% | 5,037 | $466K |
| Staley Capital Advisers Inc. | 0.02% | New | 5,034 | $466K |
| Mendel Money Management | 0.22% | Reduce -2.9% | 5,010 | $464K |
| GLOBALT Investments LLC / GA | 0.02% | No change | 5,004 | $463K |
| Summit Financial, LLC | 0.02% | Add +13.2% | 4,988 | $462K |
| Partners in Financial Planning | 0.10% | Reduce -4.7% | 4,983 | $461K |
| Fusion Capital, LLC | 0.21% | Reduce -1.9% | 4,980 | $461K |
| McAdam, LLC | 0.03% | Reduce -3.6% | 4,977 | $461K |
| Plante Moran Financial Advisors, LLC | 0.05% | Reduce -28.2% | 4,957 | $459K |
| Financial Planning & Information Services, Inc. | 0.07% | Reduce -1.2% | 4,955 | $459K |
| N.E.W. Advisory Services LLC | 0.05% | No change | 4,944 | $458K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 4,942 | $457K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 4,936 | $457K |
| Quadcap Wealth Management, LLC | 0.08% | New | 4,915 | $455K |
| Freedom Investment Management, Inc. | 0.04% | Add +60.0% | 4,907 | $454K |
| Legacy Bridge, LLC | 0.27% | No change | 4,905 | $454K |
| O'Connor Financial Group LLC | 0.26% | Reduce -0.4% | 4,879 | $452K |
| Pictet North America Advisors SA | 0.05% | No change | 4,872 | $451K |
| Verdence Capital Advisors LLC | 0.04% | Add +0.0% | 4,823 | $446K |
| Vident Advisory, LLC | 0.01% | Add +6.5% | 4,805 | $445K |
| Visionary Wealth Advisors | 0.03% | Reduce -2.6% | 4,796 | $444K |
| Arax Advisory Partners | 0.04% | Add +5.2% | 4,782 | $443K |
| Raab & Moskowitz Asset Management LLC | 0.12% | Add +6.9% | 4,751 | $440K |
| Accredited Investors Inc. | 0.03% | Reduce -1.3% | 4,734 | $438K |
| Walled Lake Planning & Wealth Management, LLC | 0.18% | Reduce -0.4% | 4,723 | $437K |
| Strategic Family Wealth Counselors, L.L.C. | 0.17% | Add +51.2% | 4,720 | $437K |
| Seascape Capital Management | 0.16% | No change | 4,716 | $436K |
| Morton Capital Management LLC | 0.10% | No change | 4,710 | $436K |
| Formidable Asset Management, LLC | 0.07% | Reduce -16.8% | 4,708 | $436K |
| Pinnacle Family Advisors, LLC | 0.24% | New | 4,691 | $434K |
| Wick Capital Partners, LLC | 0.15% | New | 4,670 | $432K |
| GM Advisory Group, LLC | 0.03% | No change | 4,669 | $432K |
| Sfmg, LLC | 0.04% | No change | 4,660 | $431K |
| Global Assets Advisory, LLC | 0.69% | Add +80.1% | 4,659 | $431K |
| Gleason Group, Inc. | 0.09% | Add +0.1% | 4,651 | $430K |
| Swisher Financial Concepts, Inc. | 0.44% | Add +0.0% | 4,576 | $430K |
| Newton One Investments LLC | 0.18% | Reduce -10.8% | 4,614 | $427K |
| CGN Advisors LLC | 0.05% | Add +2.1% | 4,612 | $427K |
| WNY Asset Management, LLC | 0.06% | No change | 4,600 | $426K |
| LJI Wealth Management, LLC | 0.09% | Add +0.0% | 4,591 | $425K |
| Stone Summit Wealth LLC | 0.15% | Reduce -2.4% | 4,591 | $425K |
| Sachem Hill LLC | 0.09% | Reduce -4.6% | 4,591 | $425K |
| Girard Partners LTD. | 0.04% | Reduce -20.3% | 4,587 | $425K |
| Stratos Investment Management, LLC | 0.04% | Add +16.0% | 4,564 | $422K |
| New Millennium Group LLC | 0.28% | Add +0.4% | 4,550 | $421K |
| Kingdom Financial Group LLC. | 0.28% | Reduce -7.3% | 4,545 | $421K |
| Farmers National Bank | 0.13% | Add +32.3% | 4,532 | $419K |
| JFG Wealth Management, LLC | 0.12% | New | 4,521 | $418K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Add +15.7% | 4,505 | $417K |
| Mascoma Wealth Management LLC | 0.11% | Reduce -18.2% | 4,486 | $415K |
| Integrity Wealth Solutions LLC | 0.27% | Add +3.8% | 4,475 | $414K |
| Tempus Wealth Planning, LLC | 0.17% | New | 4,468 | $413K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 4,458 | $412K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 4,452 | $412K |
| Truefg, LLC | 0.15% | No change | 4,436 | $411K |
| Bank Ozk | 0.18% | Reduce -9.4% | 4,433 | $410K |
| Old North State Trust, LLC | 0.35% | Reduce -16.0% | 4,434 | $410K |
| Facet Wealth, Inc. | 0.01% | New | 4,609 | $410K |
| Howland Capital Management LLC | 0.02% | New | 4,404 | $408K |
| Brown Wealth Management, LLC | 0.16% | Reduce -0.0% | 4,399 | $407K |
| Ullmann Wealth Partners Group, LLC | 0.06% | No change | 4,376 | $405K |
| Relyea Zuckerberg Hanson LLC | 0.07% | No change | 4,372 | $405K |
| Latitude Advisors, LLC | 0.24% | Add +61.3% | 4,335 | $401K |
| Shearwater Capital LLC | 0.29% | Reduce -3.9% | 4,324 | $400K |
| PCA Investment Advisory Services Inc. | 0.21% | Reduce -1.2% | 4,293 | $397K |
| Kovack Advisors, Inc. | 0.04% | Add +17.3% | 4,290 | $397K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.1% | 4,282 | $396K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 4,275 | $396K |
| Blue Chip Partners, LLC | 0.04% | Reduce -0.3% | 4,274 | $396K |
| Willner & Heller, LLC | 0.38% | Reduce -0.7% | 4,270 | $395K |
| Eagle Rock Investment Company, LLC | 0.07% | No change | 4,251 | $393K |
| Phillips Financial Management, LLC | 0.03% | Add +1.6% | 4,242 | $393K |
| Fort Point Capital Partners LLC | 0.05% | No change | 4,228 | $391K |
| FFT Wealth Management LLC | 0.03% | Reduce -61.1% | 4,219 | $390K |
| Relative Value Partners Group, LLC | 0.05% | Add +50.3% | 4,204 | $389K |
| Lake Street Private Wealth, LLC | 0.05% | Add +4.4% | 4,204 | $389K |
| Savvy Advisors, Inc. | 0.13% | Add +27.5% | 4,194 | $388K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | Reduce -4.5% | 4,194 | $388K |
| Canal Capital Management, LLC | 0.07% | Add +0.1% | 4,180 | $387K |
| Annex Advisory Services, LLC | 0.01% | Add +2.7% | 4,165 | $385K |
| Koesten, Hirschmann & Crabtree, INC. | 0.25% | No change | 4,558 | $385K |
| US Financial Advisors, LLC | 0.13% | Reduce -0.7% | 4,105 | $380K |
| Glass Jacobson Investment Advisors llc | 0.14% | Reduce -1.4% | 4,099 | $379K |
| Gradient Investments LLC | 0.01% | Add +7.2% | 4,095 | $379K |
| Holland Advisory Services, Inc. | 0.46% | Add +0.1% | 4,060 | $376K |
| Fulton Bank, N.A. | 0.02% | Reduce -11.8% | 4,048 | $375K |
| Zhang Financial LLC | 0.03% | No change | 4,038 | $374K |
| Melfa Wealth Management, Inc. | 0.26% | No change | 4,025 | $372K |
| MIdWestOne Financial Group, Inc. | 0.07% | No change | 4,016 | $372K |
| Tradewinds, LLC. | 0.11% | New | 4,014 | $371K |
| Howard Financial Services, LTD. | 0.06% | Add +0.1% | 4,004 | $371K |
| Garrison Point Advisors, LLC | 0.24% | No change | 4,000 | $370K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 4,000 | $370K |
| Waters Parkerson & Co., LLC | 0.02% | New | 4,000 | $370K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | Add +9.6% | 3,995 | $370K |
| Community Financial Services Group, LLC | 0.08% | No change | 3,988 | $369K |
| SYM FINANCIAL Corp | 0.06% | Add +7.3% | 3,979 | $368K |
| Vicus Capital | 0.03% | Reduce -8.2% | 3,978 | $368K |
| Vishria Bird Financial Group, LLC | 0.15% | No change | 3,964 | $367K |
| BIP Wealth, LLC | 0.03% | Reduce -2.9% | 3,933 | $364K |
| Crewe Advisors LLC | 0.04% | Add +0.5% | 3,931 | $364K |
| Gilliland Jeter Wealth Management LLC | 0.12% | Add +82.2% | 3,927 | $363K |
| Sunflower Bank, N.A. | 0.09% | Reduce -11.7% | 3,926 | $363K |
| Acorn Financial Advisory Services Inc. | 0.07% | New | 3,916 | $362K |
| Clarity Capital Advisors, LLC | 0.28% | Add +0.1% | 3,882 | $359K |
| Headlands Technologies LLC | 0.04% | Add +3.1% | 3,879 | $359K |
| Canvas Wealth Advisors, LLC | 0.11% | No change | 4,016 | $357K |
| Cornerstone Wealth Advisors, Inc. | 0.11% | No change | 3,850 | $356K |
| 180 Wealth Advisors, LLC | 0.06% | Add +25.3% | 3,743 | $356K |
| Secure Asset Management, LLC | 0.07% | New | 3,837 | $355K |
| Embree Financial Group | 0.07% | Add +4.9% | 3,836 | $355K |
| BOS Asset Management, LLC | 0.16% | Reduce -9.3% | 3,835 | $355K |
| HFG Advisors, Inc. | 0.33% | Reduce -1.7% | 3,814 | $353K |
| Apollon Financial, LLC | 0.11% | Reduce -1.2% | 3,804 | $352K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 3,804 | $352K |
| Welch Group, LLC | 0.02% | Reduce -11.9% | 3,802 | $352K |
| Lion Street Advisors, LLC | 0.13% | New | 3,762 | $348K |
| Monetary Management Group Inc. | 0.09% | No change | 3,750 | $347K |
| Flow Traders U.S. LLC | 0.02% | Reduce -79.2% | 3,749 | $347K |
| Center For Asset Management LLC | 0.23% | Add +2.0% | 3,726 | $345K |
| Portland Global Advisors LLC | 0.05% | Reduce -3.3% | 3,710 | $343K |
| Hilltop Holdings Inc. | 0.04% | No change | 3,703 | $343K |
| Affinity Wealth Management LLC | 0.06% | Reduce -4.1% | 3,695 | $342K |
| Fairway Wealth LLC | 0.20% | No change | 3,658 | $339K |
| Cedrus LLC | 0.17% | No change | 3,636 | $336K |
| Accretive Wealth Partners, LLC | 0.14% | No change | 3,624 | $335K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -3.9% | 3,618 | $335K |
| Ellevest, Inc. | 0.02% | No change | 3,595 | $333K |
| McDonald Partners LLC | 0.09% | No change | 3,590 | $332K |
| Insigneo Advisory Services, LLC | 0.04% | New | 3,883 | $329K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | Reduce -0.3% | 3,553 | $329K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,553 | $329K |
| Colonial Trust Advisors | 0.03% | Reduce -6.3% | 3,553 | $329K |
| Oarsman Capital, Inc. | 0.07% | Add +2.1% | 3,529 | $327K |
| RVW Wealth, LLC | 0.03% | No change | 3,525 | $326K |
| ABLE Financial Group, LLC | 0.12% | Reduce -4.1% | 3,523 | $326K |
| Private Capital Management LLC | 0.06% | Reduce -6.9% | 3,516 | $325K |
| KKM Financial LLC | 0.15% | No change | 3,500 | $324K |
| Coyle Financial Counsel LLC | 0.12% | No change | 3,833 | $324K |
| Opinicus Capital, Inc. | 0.27% | Reduce -2.7% | 3,494 | $323K |
| Trail Ridge Investment Advisors, LLC | 0.17% | New | 3,492 | $323K |
| Westwood Holdings Group Inc. | 0.00% | No change | 3,485 | $323K |
| Arbor Trust Wealth Advisors, LLC | 0.17% | Reduce -2.2% | 3,483 | $322K |
| Saxon Interests, Inc. | 0.15% | Reduce -0.3% | 3,465 | $321K |
| Hubbell Strickland Wealth Management, LLC | 0.16% | Add +0.1% | 3,460 | $320K |
| Allegheny Financial Group | 0.09% | New | 3,456 | $320K |
| Global Financial Private Client, LLC | 0.13% | Add +81.0% | 3,454 | $320K |
| Petra Financial Advisors Inc. | 0.23% | No change | 3,436 | $318K |
| Pullen Investment Management, LLC | 0.26% | No change | 3,428 | $317K |
| Navalign, LLC | 0.10% | Reduce -0.1% | 3,422 | $317K |
| Lokken Investment Group LLC | 0.15% | New | 3,422 | $317K |
| Allen Capital Group, LLC | 0.04% | No change | 3,421 | $317K |
| CRA Financial Services, LLC | 0.06% | Reduce -0.4% | 3,416 | $316K |
| WR Wealth Planners, LLC | 0.10% | Add +71.5% | 3,409 | $316K |
| Burney Co./ | 0.01% | No change | 3,404 | $315K |
| Pinion Investment Advisors, LLC | 0.16% | New | 3,391 | $314K |
| Strategic Point Investment Advisors, LLC | 0.06% | Reduce -6.0% | 3,370 | $312K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 3,352 | $310K |
| TruWealth Advisors, LLC | 0.02% | No change | 3,352 | $310K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | No change | 3,343 | $309K |
| L & S Advisors Inc | 0.04% | Reduce -0.4% | 3,338 | $309K |
| Sagace Wealth Management LLC | 0.30% | — | 3,271 | $306K |
| Stiles Financial Services Inc | 0.12% | No change | 3,305 | $306K |
| Independent Wealth Network Inc. | 0.14% | Reduce -0.6% | 3,296 | $305K |
| Accurate Wealth Management, LLC | 0.07% | Add +14.7% | 3,174 | $305K |
| G2 Capital Management, LLC / Oh | 0.09% | No change | 3,288 | $304K |
| Mountain Capital Investment Advisors Inc. | 0.08% | Add +8.8% | 3,156 | $303K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -0.0% | 3,275 | $303K |
| Barr E S & Co. | 0.02% | Add +24.8% | 3,270 | $303K |
| Ruggaard & Associates LLC | 0.14% | No change | 3,269 | $303K |
| WealthPlan Investment Management, LLC | 0.05% | Add +0.1% | 3,258 | $302K |
| Jag Capital Management, LLC | 0.04% | Add +1.6% | 3,257 | $301K |
| Edge Capital Group, LLC | 0.01% | No change | 3,251 | $301K |
| Maiden Cove Capital, LLC | 0.65% | — | 3,539 | $299K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Reduce -32.7% | 3,230 | $299K |
| Caldwell Trust Co | 0.03% | No change | 3,230 | $299K |
| Garden State Investment Advisory Services LLC | 0.10% | Reduce -30.9% | 3,229 | $299K |
| Vision Capital Management, Inc. | 0.04% | No change | 3,222 | $298K |
| Evoke Wealth, LLC | 0.44% | Reduce -25.9% | 3,219 | $298K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -44.3% | 3,213 | $297K |
| Forum Private Client Group LLC | 0.14% | Reduce -9.2% | 3,205 | $297K |
| Paulson Wealth Management Inc. | 0.09% | No change | 3,200 | $296K |
| Roble, Belko & Company, Inc | 0.05% | No change | 3,196 | $296K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 3,192 | $295K |
| Cassady Schiller Wealth Management, LLC | 0.12% | No change | 3,186 | $295K |
| United Community Bank | 0.12% | Reduce -15.4% | 3,171 | $293K |
| Freedom Day Solutions, LLC | 0.10% | No change | 3,170 | $293K |
| Zullo Investment Group, Inc. | 0.13% | No change | 3,163 | $293K |
| Rainey & Randall Wealth Advisors Inc. | 0.07% | No change | 3,158 | $292K |
| Axim Planning & Wealth | 0.35% | New | 3,147 | $291K |
| Tortoise Investment Management, LLC | 0.03% | No change | 3,143 | $291K |
| Basepoint Wealth LLC | 0.23% | Add +0.1% | 3,135 | $290K |
| Carmichael Hill & Associates, Inc. | 0.12% | No change | 3,133 | $290K |
| Klingenstein Fields & Co. LP | 0.01% | New | 3,120 | $289K |
| Covenant Partners, LLC | 0.09% | Reduce -11.4% | 3,114 | $288K |
| Texas Capital Bancshares Inc | 0.12% | No change | 3,102 | $287K |
| M. Kraus & Co | 0.09% | No change | 3,100 | $287K |
| BancFirst Trust & Investment Management | 0.14% | New | 3,076 | $287K |
| Core Wealth Management, Inc. | 0.12% | No change | 3,099 | $287K |
| First Trust Direct Indexing L.P. | 0.02% | New | 3,098 | $287K |
| Quantbot Technologies LP | 0.01% | New | 3,062 | $283K |
| TPG Advisors LLC | 0.24% | — | 3,044 | $282K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,036 | $281K |
| Motiv8 Investments LLC | 0.21% | No change | 3,027 | $280K |
| Onyx Bridge Wealth Group LLC | 0.05% | Reduce -2.0% | 3,027 | $280K |
| First American Trust, FSB | 0.03% | No change | 3,021 | $280K |
| Regatta Capital Group, LLC | 0.06% | No change | 3,019 | $279K |
| Diversified, LLC | 0.03% | Add +4.3% | 3,013 | $279K |
| Steph & Co. | 0.09% | No change | 3,009 | $278K |
| Chesapeake Wealth Management | 0.10% | Reduce -4.8% | 3,005 | $278K |
| Vaughan David Investments LLC | 0.01% | Reduce -15.5% | 3,006 | $278K |
| 1776 Wealth LLC | 0.13% | No change | 3,000 | $278K |
| RDA Financial Network | 0.09% | Reduce -25.8% | 2,991 | $277K |
| Shelton Wealth Management, LLC | 0.17% | Reduce -4.4% | 2,991 | $277K |
| Delta Investment Management, LLC | 0.06% | Add +0.0% | 2,986 | $276K |
| Bluesphere Advisors LLC | 0.14% | Add +0.5% | 2,963 | $274K |
| Quent Capital, LLC | 0.03% | Add +0.0% | 2,952 | $273K |
| Cypress Capital Group | 0.03% | No change | 2,929 | $271K |
| Shira Ridge Wealth Management | 0.15% | New | 2,927 | $271K |
| Silverlake Wealth Management LLC | 0.11% | Add +20.1% | 2,911 | $269K |
| Brand Asset Management Group, Inc. | 0.11% | Reduce -18.9% | 2,903 | $269K |
| 1900 Wealth Management LLC | 0.03% | Reduce -1.0% | 2,897 | $268K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -12.7% | 2,894 | $268K |
| Bremer Bank National Association | 0.05% | Reduce -0.2% | 2,890 | $267K |
| One Capital Management, LLC | 0.01% | New | 2,855 | $264K |
| Fisher Asset Management | 0.00% | Reduce -32.9% | 2,804 | $260K |
| Patten & Patten Inc. | 0.02% | Add +0.5% | 2,795 | $259K |
| Veery Capital, LLC | 0.10% | Add +3.4% | 2,782 | $257K |
| Grove Bank & Trust | 0.04% | No change | 2,781 | $257K |
| Aviance Capital Partners, LLC | 0.04% | No change | 2,781 | $257K |
| TBH Global Asset Management, LLC | 0.06% | Reduce -21.9% | 2,779 | $257K |
| Exchange Capital Management, Inc. | 0.04% | No change | 2,772 | $257K |
| Ellenbecker Investment Group | 0.05% | Reduce -17.2% | 2,768 | $256K |
| Tranquility Partners, LLC | 0.10% | Add +0.1% | 2,750 | $254K |
| MRA Advisory Group | 0.14% | Add +0.1% | 2,738 | $253K |
| Orange Investment Advisors, Inc. | 0.03% | No change | 3,400 | $253K |
| Paradigm, Strategies in Wealth Management, LLC | 0.16% | No change | 2,735 | $253K |
| SP Asset Management LLC | 0.02% | Add +0.1% | 2,735 | $253K |
| NWF Advisory Services Inc. | 0.04% | No change | 2,718 | $252K |
| Sabal Trust CO | 0.01% | Reduce -58.0% | 2,716 | $251K |
| PSI Advisors, LLC | 0.08% | No change | 2,712 | $251K |
| Avity Investment Management Inc. | 0.02% | No change | 2,695 | $249K |
| Harbor Group, Inc. | 0.06% | Add +0.1% | 2,688 | $249K |
| Unionview, LLC | 0.20% | Add +0.1% | 2,681 | $248K |
| LifePro Asset Management | 0.18% | New | 2,675 | $248K |
| Becker Capital Management Inc. | 0.01% | No change | 2,674 | $247K |
| United Asset Strategies, Inc. | 0.02% | No change | 2,672 | $247K |
| Smith, Moore & Co. | 0.03% | No change | 2,664 | $247K |
| Rockbridge Investment Management, LCC | 0.03% | Reduce -5.7% | 2,654 | $246K |
| Plum Street Advisors, LLC | 0.14% | No change | 2,651 | $245K |
| Vestia Personal Wealth Advisors | 0.26% | — | 2,651 | $245K |
| DB Fitzpatrick & Co, Inc | 0.23% | Reduce -45.0% | 2,649 | $245K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,646 | $245K |
| Genesee Capital Advisors, LLC | 0.12% | Reduce -0.9% | 2,644 | $245K |
| Atlantic Private Wealth, LLC | 0.20% | Add +0.1% | 2,623 | $243K |
| Gordian Advisors LLC | 0.23% | No change | 2,616 | $242K |
| Crew Capital Management, Ltd | 0.19% | No change | 2,607 | $241K |
| Ledyard National Bank | 0.02% | Reduce -24.5% | 2,599 | $241K |
| REAP Financial Group, LLC | 0.06% | Add +17.6% | 2,598 | $240K |
| Cibc World Market Inc. | 0.00% | No change | 2,596 | $240K |
| TCP Asset Management, LLC | 0.06% | Reduce -11.9% | 2,592 | $240K |
| Cambridge Financial Group, LLC | 0.11% | No change | 2,591 | $240K |
| Allred Capital Management, LLC | 0.09% | Add +5.6% | 2,589 | $240K |
| BlackDiamond Wealth Management, LLC | 0.16% | New | 2,739 | $239K |
| Wealth Quarterback LLC | 0.14% | New | 2,573 | $238K |
| Schrum Private Wealth Management LLC | 0.21% | No change | 2,564 | $237K |
| Wolverine Trading, LLC | 0.00% | Reduce -40.4% | 2,554 | $236K |
| Human Investing LLC | 0.05% | No change | 2,540 | $235K |
| Pegasus Partners Ltd. | 0.02% | No change | 2,540 | $235K |
| M3 Advisory Group, LLC | 0.19% | Add +0.5% | 2,539 | $235K |
| Investment Partners Asset Management, Inc. | 0.21% | Add +0.6% | 2,533 | $234K |
| Eubel Brady & Suttman Asset Management Inc. | 0.04% | No change | 2,534 | $234K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -2.9% | 2,523 | $234K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | No change | 2,522 | $233K |
| Good Life Advisors, LLC | 0.02% | Add +0.0% | 2,513 | $233K |
| Fortis Advisors, LLC | 0.16% | New | 2,510 | $232K |
| Certuity, LLC | 0.02% | Reduce -0.4% | 2,508 | $232K |
| American Trust | 0.02% | Reduce -60.1% | 2,504 | $232K |
| Columbus Macro, LLC | 0.09% | No change | 2,412 | $231K |
| Inspire Advisors, LLC | 0.03% | New | 2,493 | $231K |
| Diversify Wealth Management, LLC | 0.03% | — | 2,721 | $231K |
| Cape Investment Advisory, Inc. | 0.10% | Add +79.6% | 2,489 | $230K |
| BLB&B Advisors, LLC | 0.01% | Add +0.0% | 2,487 | $230K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -0.0% | 2,466 | $228K |
| Twelve Points Wealth Management LLC | 0.08% | Add +3.7% | 2,464 | $228K |
| Davidson Trust Co. | 0.16% | No change | 2,456 | $227K |
| Grey Fox Wealth Advisors, LLC | 0.08% | Reduce -21.0% | 2,450 | $227K |
| Geneva Partners, LLC | 0.09% | New | 2,450 | $227K |
| Trust Co. of Vermont | 0.01% | No change | 2,445 | $226K |
| Trivium Point Advisory, LLC | 0.03% | New | 2,445 | $226K |
| Coordinated Financial Services, Inc. | 0.20% | New | 2,443 | $226K |
| Aufman Associates Inc | 0.16% | Reduce -0.3% | 2,439 | $226K |
| Foster Victor Wealth Advisors, LLC | 0.02% | New | 2,350 | $226K |
| Proathlete Wealth Management LLC | 0.11% | Reduce -13.9% | 2,427 | $225K |
| Chemistry Wealth Management LLC | 0.06% | No change | 2,427 | $225K |
| Windsor Advisory Group, LLC | 0.45% | No change | 2,420 | $224K |
| Resources Management Corp. /CT/ | 0.03% | No change | 2,409 | $223K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -2.0% | 2,406 | $223K |
| L.M. Kohn & Company | 0.06% | Reduce -18.6% | 2,404 | $222K |
| Parsons Capital Management Inc. | 0.02% | Reduce -6.3% | 2,400 | $222K |
| Strategic Wealth Investment Group, LLC | 0.03% | — | 2,376 | $221K |
| Full Sail Capital, LLC | 0.01% | No change | 2,390 | $221K |
| W.H. Cornerstone Investments Inc. | 0.16% | Reduce -29.4% | 2,386 | $221K |
| Maple Capital Management, Inc. | 0.02% | New | 2,381 | $220K |
| Voisard Asset Management Group, Inc. | 0.11% | No change | 2,380 | $220K |
| Waterloo Capital, L.P. | 0.03% | New | 2,376 | $220K |
| Cape Ann Savings Bank | 0.14% | No change | 2,376 | $220K |
| Perritt Capital Management Inc | 0.12% | Add +0.1% | 2,364 | $219K |
| Buska Wealth Management, LLC | 0.09% | New | 2,363 | $219K |
| ARS Investment Partners, LLC | 0.02% | New | 2,360 | $218K |
| Arkos Global Advisors | 0.04% | New | 2,340 | $217K |
| Presilium Private Wealth, LLC | 0.05% | New | 2,344 | $217K |
| Colonial Trust Co / SC | 0.04% | No change | 2,342 | $217K |
| Hibernia Wealth Partners, LLC | 0.08% | New | 2,333 | $216K |
| BCGM Wealth Management, LLC | 0.07% | New | 2,329 | $216K |
| Montz Harcus Wealth Management LLC | 0.14% | New | 2,317 | $214K |
| JSF Financial, LLC | 0.07% | Reduce -3.0% | 2,307 | $213K |
| POM Investment Strategies, LLC | 0.17% | No change | 2,305 | $213K |
| Truvestments Capital LLC | 0.08% | Reduce -7.5% | 2,288 | $212K |
| Resonant Capital Advisors, LLC | 0.02% | New | 2,270 | $210K |
| Vermillion & White Wealth Management Group, LLC | 0.16% | Add +13.0% | 2,263 | $209K |
| Two Sigma Securities, LLC | 0.01% | New | 2,261 | $209K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 2,260 | $209K |
| Royal Harbor Partners, LLC | 0.09% | New | 2,253 | $208K |
| Debussy Capital Management LP | 0.06% | New | 2,245 | $208K |
| Clark Capital Management Group, Inc. | 0.00% | New | 2,240 | $207K |
| Blue Investment Partners LLC | 0.09% | New | 2,229 | $206K |
| Summit Wealth Group, LLC | 0.06% | New | 2,223 | $206K |
| SMART Wealth LLC | 0.08% | New | 2,221 | $206K |
| Andrew Hill Investment Advisors, Inc. | 0.17% | New | 2,197 | $203K |
| VAUGHAN & Co SECURITIES, INC. | 0.13% | New | 2,188 | $202K |
| Sage Private Wealth Group, LLC | 0.17% | Reduce -69.1% | 2,186 | $202K |
| First Bank & Trust | 0.04% | New | 2,184 | $202K |
| Osborne Partners Capital Management, LLC | 0.01% | Reduce -12.8% | 2,166 | $200K |
| Triton Financial Group Inc | 0.14% | New | 2,165 | $200K |
| Menard Financial Group LLC | 0.14% | New | 2,163 | $200K |
| Compass Wealth Management LLC | 0.05% | No change | 2,158 | $200K |
| Goodman Advisory Group, LLC | 0.06% | No change | 2,143 | $198K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -1.8% | 2,142 | $198K |
| Cornerstone Planning Group LLC | 0.06% | Add +7.8% | 2,305 | $195K |
| Realta Investment Advisors | 0.04% | Reduce -2.3% | 2,111 | $195K |
| Clearstead Trust, LLC | 0.05% | No change | 2,053 | $190K |
| GoalVest Advisory LLC | 0.06% | Add +52.1% | 2,044 | $189K |
| Bfsg, LLC | 0.02% | Reduce -1.6% | 2,022 | $187K |
| ICA Group Wealth Management, LLC | 0.11% | Reduce -72.2% | 1,905 | $176K |
| Zions Bancorporation, N.A. | 0.01% | New | 1,894 | $175K |
| Founders Financial Alliance, LLC | 0.05% | No change | 1,865 | $173K |
| TCTC Holdings, LLC | 0.01% | No change | 1,832 | $170K |
| Coppell Advisory Solutions LLC | 0.03% | — | 1,828 | $169K |
| Black Cypress Capital Management, LLC | 0.16% | Add +0.1% | 1,813 | $168K |
| Strategic Investment Solutions, Inc. | 0.05% | — | 1,805 | $165K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | New | 1,744 | $161K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,735 | $161K |
| Criterion Capital Advisors, LLC | 0.10% | New | 1,726 | $160K |
| Lowe Wealth Advisors, LLC | 0.07% | No change | 1,648 | $153K |
| Asset Dedication, LLC | 0.01% | No change | 1,645 | $152K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,631 | $151K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,620 | $150K |
| Lanark Financial, Inc. | 0.01% | No change | 1,573 | $145K |
| Addison Advisors LLC | 0.05% | No change | 1,536 | $142K |
| First PREMIER Bank | 0.04% | No change | 1,530 | $142K |
| Bangor Savings Bank | 0.01% | Reduce -1.4% | 1,509 | $140K |
| RFP Financial Group LLC | 0.05% | No change | 1,500 | $139K |
| Tradewinds Capital Management, LLC | 0.04% | New | 1,419 | $131K |
| Founders Capital Management | 0.08% | No change | 1,389 | $129K |
| Opal Wealth Advisors, LLC | 0.04% | New | 1,339 | $124K |
| Cardinal Strategic Wealth Guidance | 0.04% | No change | 1,326 | $123K |
| Balentine LLC | 0.01% | No change | 1,322 | $122K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +10.0% | 1,320 | $122K |
| Red Tortoise LLC | 0.07% | Add +0.1% | 1,316 | $122K |
| JDM Financial Group LLC | 0.08% | No change | 1,300 | $120K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 1,282 | $119K |
| Insight Inv LLC | 0.10% | No change | 1,280 | $118K |
| AlphaMark Advisors, LLC | 0.04% | Add +2.0% | 1,277 | $118K |
| Cultivar Capital, Inc. | 0.10% | New | 1,250 | $116K |
| West Branch Capital LLC | 0.04% | Add +0.1% | 1,243 | $115K |
| Hobbs Group Advisors, LLC | 0.04% | — | 1,116 | $103K |
| Milestone Investment Advisors LLC | 0.03% | No change | 1,076 | $100K |
| Optiver Holding B.V. | 0.00% | New | 1,064 | $98K |
| Sugarloaf Wealth Management, LLC | 0.02% | Add +15.9% | 1,052 | $97K |
| Amundi | 0.00% | Reduce -4.2% | 1,043 | $96K |
| Castleview Partners, LLC | 0.05% | No change | 1,030 | $95K |
| Pin Oak Investment Advisors Inc. | 0.09% | No change | 1,029 | $95K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,007 | $93K |
| Syntrinsic LLC | 0.03% | Add +0.1% | 983 | $91K |
| Chris Bulman Inc | 0.06% | — | 967 | $89K |
| Tucker Asset Management LLC | 0.02% | Reduce -10.3% | 966 | $89K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 950 | $88K |
| Motco | 0.01% | No change | 920 | $85K |
| Abound Wealth Management | 0.03% | Add +0.1% | 881 | $82K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 877 | $81K |
| SouthState Bank Corp | 0.01% | Reduce -10.4% | 875 | $81K |
| Ballast Advisors LLC | 0.03% | Reduce -16.0% | 864 | $80K |
| Armor Investment Advisors, LLC | 0.04% | Add +3.1% | 852 | $79K |
| Rise Advisors, LLC | 0.04% | Add +0.1% | 816 | $75K |
| Center for Financial Planning, Inc. | 0.01% | No change | 814 | $75K |
| TruNorth Capital Management, LLC | 0.02% | New | 802 | $74K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 762 | $71K |
| Wetzel Investment Advisors, Inc. | 0.04% | No change | 835 | $71K |
| Frazier Financial Advisors, LLC | 0.06% | Add +0.1% | 754 | $70K |
| IAG Wealth Partners, LLC | 0.01% | No change | 735 | $68K |
| Aspect Partners, LLC | 0.04% | No change | 720 | $67K |
| PFS Partners, LLC | 0.04% | Reduce -43.4% | 714 | $66K |
| Denver PWM, LLC | 0.03% | New | 701 | $65K |
| Concord Wealth Partners | 0.01% | Add +13.9% | 689 | $64K |
| Archer Investment Corp | 0.02% | Reduce -33.1% | 679 | $63K |
| Rice Partnership, LLC | 0.01% | No change | 668 | $62K |
| Ruedi Wealth Management, Inc. | 0.02% | No change | 643 | $60K |
| Independence Bank of Kentucky | 0.02% | No change | 632 | $58K |
| True Wealth Design, LLC | 0.01% | No change | 627 | $58K |
| Triad Wealth Partners, LLC | 0.03% | New | 619 | $57K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +11.8% | 615 | $57K |
| Capital Investment Counsel, Inc | 0.01% | No change | 612 | $57K |
| Sawyer & Company, Inc | 0.02% | No change | 600 | $56K |
| Wolff Wiese Magana LLC | 0.04% | No change | 592 | $55K |
| Chilton Capital Management LLC | 0.00% | Reduce -17.8% | 576 | $53K |
| Annapolis Financial Services, LLC | 0.02% | No change | 550 | $51K |
| Rain Capital Management, LLC | 0.04% | No change | 579 | $50K |
| Trifecta Capital Advisors, LLC | 0.01% | Reduce -36.6% | 533 | $49K |
| Atwood & Palmer Inc. | 0.00% | New | 531 | $49K |
| Rosenberg Matthew Hamilton | 0.01% | Add +37.1% | 499 | $47K |
| Centennial Bank | 0.02% | No change | 484 | $45K |
| Kozak & Associates, Inc. | 0.01% | No change | 468 | $44K |
| Westside Investment Management, Inc. | 0.01% | No change | 480 | $44K |
| Adirondack Trust Co. | 0.02% | New | 469 | $43K |
| Dunhill Financial, LLC | 0.03% | No change | 467 | $43K |
| Breakwater Investment Management | 0.02% | No change | 460 | $43K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 460 | $43K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 452 | $42K |
| Cordgrass Capital Advisors, LLC | 0.01% | Reduce -90.4% | 445 | $41K |
| PrairieView Partners, LLC | 0.00% | No change | 444 | $41K |
| Element Wealth, LLC | 0.02% | Add +0.5% | 440 | $41K |
| Avondale Wealth Management | 0.03% | Add +56.1% | 434 | $40K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +91.3% | 417 | $39K |
| Investors Research Corp | 0.01% | New | 413 | $38K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | Add +1.5% | 406 | $38K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 384 | $36K |
| Financial Connections Group, Inc. | 0.02% | New | 380 | $35K |
| 1620 Investment Advisors, Inc. | 0.03% | New | 369 | $34K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.0% | 364 | $34K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 328 | $30K |
| Providence Capital Advisors, LLC | 0.01% | No change | 324 | $30K |
| McIlrath & Eck, LLC | 0.00% | No change | 306 | $28K |
| Macroview Investment Management LLC | 0.03% | No change | 304 | $28K |
| WASHINGTON TRUST Co | 0.00% | No change | 300 | $28K |
| HighMark Wealth Management LLC | 0.02% | No change | 297 | $27K |
| Strategic Financial Concepts, LLC | 0.02% | Add +9166.4% | 351,197 | $26K |
| Provident Wealth Management, LLC | 0.01% | Reduce -27.3% | 280 | $26K |
| Highline Wealth Partners LLC | 0.01% | No change | 263 | $24K |
| DecisionPoint Financial, LLC | 0.01% | No change | 265 | $24K |
| Morling Financial Advisors, LLC | 0.01% | No change | 234 | $22K |
| Davis Capital Management | 0.02% | No change | 231 | $22K |
| Valued Wealth Advisors LLC | 0.01% | New | 231 | $21K |
| First Pacific Financial | 0.01% | Reduce -50.9% | 226 | $21K |
| NFSG Corp | 0.01% | Reduce -59.5% | 223 | $21K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 220 | $20K |
| Lynx Investment Advisory | 0.01% | — | 202 | $19K |
| Basso Capital Management, L.P. | 0.02% | No change | 201 | $19K |
| Creative Capital Management Investments LLC | 0.01% | No change | 200 | $19K |
| Versant Capital Management, Inc | 0.00% | No change | 200 | $19K |
| Institutional & Family Asset Management, LLC | 0.00% | Reduce -35.7% | 193 | $18K |
| Toth Financial Advisory Corp. | 0.00% | No change | 189 | $17K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 151 | $16K |
| St Germain D J Co. Inc. | 0.00% | Add +26.3% | 168 | $16K |
| Creekmur Asset Management LLC | 0.00% | Reduce -14.0% | 154 | $14K |
| Eukles Asset Management | 0.01% | No change | 148 | $14K |
| Nemes Rush Group LLC | 0.00% | Reduce -77.2% | 147 | $14K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -88.8% | 137 | $13K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 149 | $13K |
| First United Bank & Trust | 0.00% | No change | 140 | $13K |
| Field & Main Bank | 0.00% | No change | 128 | $12K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 123 | $11K |
| Balefire, LLC | 0.00% | Reduce -80.7% | 110 | $10K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 102 | $9K |
| Twin Tree Management, LP | 0.00% | New | 95 | $9K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 88 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 81 | $7K |
| Caitlin John, LLC | 0.01% | No change | 77 | $7K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 76 | $7K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 73 | $7K |
| FPC Investment Advisory, Inc. | 0.01% | New | 62 | $6K |
| ESL Trust Services, LLC | 0.00% | No change | 62 | $6K |
| Register Financial Advisors LLC | 0.00% | No change | 53 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 49 | $5K |
| Howe & Rusling Inc. | 0.00% | No change | 44 | $4K |
| Thompson Investment Management, Inc. | 0.00% | No change | 39 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 28 | $3K |
| Paladin Advisory Group, LLC | 0.00% | Add +5.0% | 21 | $2K |
| M&R Capital Management Inc. | 0.00% | No change | 15 | $1K |
| Arcadia Investment Management Corp. | 0.00% | No change | 10 | $926 |
| Iron Horse Wealth Management, LLC | 0.00% | Add +11.1% | 10 | $924 |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 7 | $685 |
| Country Trust Bank | 0.00% | New | 1 | $93 |
| Hexagon Capital Partners LLC | 0.00% | Reduce -99.0% | 1 | $93 |
"% 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.