iShares S&P 500 Growth ETFIVWETF
13F holders, Q3 2024 (September 30)1,706holders +44
90new positions
50sold out
5famous investors
$95.64avg. 13F price*
At the end of Q3 2024, 1,706 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 44 from Q2 2024. 90 opened new positions and 50 sold out. The largest holders were Envestnet Asset Management Inc. ($4.5B), JPMorgan Chase & Co. ($4.2B) and Morgan Stanley ($3.2B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $194.1M |
| Exits | 50 | $442.2M |
All 13F filers, Q2 2024 → Q3 2024: 8,994,220 shares bought and 27,176,828 shares sold, net −18,182,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,706 holders
| Envestnet Asset Management Inc. | 1.44% | Reduce -5.2% | 46,491,725 | $4.5B |
| JPMorgan Chase & Co. | 0.34% | Reduce -7.4% | 44,113,517 | $4.2B |
| Morgan Stanley | 0.23% | Add +0.0% | 33,340,406 | $3.2B |
| Bank of America Corp. | 0.16% | Reduce -2.7% | 18,613,706 | $1.8B |
| LPL Financial LLC | 0.67% | Add +1.7% | 15,682,897 | $1.5B |
| Wells Fargo & Company | 0.36% | Add +0.5% | 15,602,815 | $1.5B |
| UBS Group AG | 0.25% | Reduce -0.5% | 9,212,594 | $882.1M |
| Jones Financial Companies LLLP | 0.81% | Add +4.6% | 8,331,908 | $793.7M |
| Ameriprise Financial Inc. | 0.19% | Add +5.8% | 7,789,054 | $745.8M |
| Stifel Financial Corp. | 0.75% | Add +0.3% | 7,475,408 | $715.8M |
| Goldman Sachs Group Inc. | 0.12% | Reduce -31.3% | 6,442,431 | $616.9M |
| Envestnet Portfolio Solutions, Inc. | 1.86% | Reduce -6.0% | 5,992,230 | $573.8M |
| Cwm, LLC | 2.35% | Reduce -5.0% | 5,713,256 | $547.0M |
| PNC Financial Services Group, Inc. | 0.33% | Add +2.6% | 5,329,231 | $510.3M |
| BlackRock, Inc. | 0.01% | — | 4,898,602 | $469.0M |
| M&T Bank Corp | 1.47% | Reduce -3.2% | 4,667,296 | $446.9M |
| Park Avenue Securities LLC | 4.09% | Reduce -10.4% | 3,801,919 | $364.0M |
| Mariner, LLC | 0.64% | Reduce -0.8% | 3,758,438 | $359.9M |
| Royal Bank of Canada | 0.07% | Add +3.2% | 3,512,112 | $336.3M |
| US Bancorp \de | 0.43% | Reduce -9.8% | 3,461,367 | $331.4M |
| Commonwealth Equity Services, LLC | 0.47% | Reduce -2.2% | 3,268,241 | $312.9M |
| Cetera Investment Advisers | 0.67% | Reduce -4.3% | 3,178,543 | $304.3M |
| MML Investors Services, LLC | 1.04% | Reduce -3.0% | 2,978,879 | $285.2M |
| Regions Financial Corp. | 1.98% | Reduce -3.2% | 2,871,648 | $275.0M |
| HB Wealth Management, LLC | 2.59% | Reduce -0.6% | 2,517,381 | $241.0M |
| Janney Montgomery Scott LLC | 0.63% | Reduce -6.8% | 2,364,194 | $226.4M |
| Raymond James Financial Services Advisors, Inc. | 0.28% | Reduce -10.1% | 2,214,388 | $212.0M |
| Raymond James & Associates | 0.13% | Add +0.3% | 2,159,492 | $206.8M |
| FMR LLC | 0.01% | Reduce -0.5% | 2,151,918 | $206.0M |
| Lido Advisors, LLC | 1.52% | Reduce -18.9% | 2,088,929 | $200.0M |
| Osaic Holdings, Inc. | 0.41% | Add +3.3% | 1,890,811 | $181.1M |
| HighTower Advisors, LLC | 0.26% | Add +6.5% | 1,853,681 | $177.5M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Reduce -1.2% | 1,645,387 | $157.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.3% | 1,639,969 | $157.0M |
| NewEdge Advisors, LLC | 1.00% | Add +8.4% | 1,610,860 | $154.2M |
| Sanctuary Advisors, LLC | 0.89% | Add +29.8% | 1,412,222 | $140.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.22% | Reduce -1.1% | 1,459,489 | $139.7M |
| Thrivent Financial for Lutherans | 0.26% | Add +11.3% | 1,438,191 | $137.7M |
| Foundations Investment Advisors, LLC | 2.88% | Add +14.4% | 1,429,126 | $136.8M |
| United Capital Financial Advisors, LLC | 1.06% | Reduce -9.1% | 1,344,766 | $128.8M |
| JB Capital LLC | 6.99% | Reduce -3.4% | 1,271,236 | $121.7M |
| Moneta Group Investment Advisors LLC | 1.70% | Reduce -0.7% | 1,219,810 | $116.8M |
| Midland Wealth Advisors, LLC | 6.62% | Reduce -9.7% | 1,179,971 | $113.0M |
| Truist Financial Corp. | 0.17% | Reduce -3.7% | 1,153,859 | $110.5M |
| Two Sigma Investments, LP | 0.25% | Reduce -5.8% | 1,137,400 | $108.9M |
| Rehmann Capital Advisory Group | 6.61% | Add +0.7% | 1,056,304 | $101.2M |
| Courier Capital LLC | 6.82% | Reduce -0.9% | 1,040,160 | $99.6M |
| Calamos Wealth Management LLC | 5.13% | Add +2.5% | 1,026,909 | $98.3M |
| Comerica Bank | 0.39% | Reduce -5.8% | 1,022,807 | $97.9M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Add +3.2% | 995,646 | $95.3M |
| Baird Financial Group, Inc. | 0.18% | Reduce -7.9% | 972,829 | $93.1M |
| MAI Capital Management | 0.88% | Reduce -0.4% | 960,528 | $92.0M |
| LVZ, Inc. | 11.68% | Reduce -2.7% | 953,339 | $91.3M |
| Manufacturers Life Insurance Company, The | 0.07% | New | 861,240 | $82.5M |
| USA Financial Formulas | 12.48% | Reduce -4.2% | 838,089 | $80.2M |
| Fifth Third Bancorp | 0.28% | Reduce -1.4% | 817,595 | $78.3M |
| Keybank National Association | 0.30% | Reduce -1.2% | 810,774 | $77.6M |
| Modern Wealth Management, LLC | 4.75% | Reduce -10.5% | 808,492 | $77.4M |
| AE Wealth Management LLC | 0.69% | Reduce -4.0% | 798,495 | $76.5M |
| Avantax Advisory Services, Inc. | 0.50% | Reduce -1.3% | 795,928 | $76.2M |
| Modera Wealth Management, LLC | 0.93% | Reduce -2.0% | 762,055 | $73.0M |
| Salomon & Ludwin, LLC | 7.43% | Reduce -9.2% | 761,476 | $72.9M |
| Praetorian Wealth Management, Inc. | 17.88% | Add +0.6% | 750,036 | $71.8M |
| Atria Wealth Solutions, Inc. | 0.76% | Reduce -13.1% | 734,306 | $70.3M |
| Northern Trust Corp. | 0.01% | Add +9.9% | 722,114 | $69.1M |
| Valmark Advisers, Inc. | 1.08% | Reduce -2.2% | 720,024 | $68.9M |
| Advocacy Wealth Management, LLC | 5.16% | Reduce -5.4% | 685,907 | $65.7M |
| OneDigital Investment Advisors LLC | 0.71% | Reduce -7.9% | 652,040 | $62.4M |
| Stegner Investment Associates Inc. | 41.68% | Add +1.1% | 640,708 | $61.3M |
| Peninsula Wealth, LLC | 10.57% | Add +5.1% | 624,720 | $60.5M |
| Bank of Montreal | 0.03% | Reduce -1.7% | 619,382 | $59.0M |
| Alera Investment Advisors, LLC | 6.76% | Reduce -6.6% | 601,141 | $57.6M |
| Kestra Advisory Services, LLC | 0.32% | Reduce -5.8% | 598,017 | $57.3M |
| Arvest Bank Trust Division | 3.28% | — | 594,994 | $57.0M |
| Integrated Wealth Concepts LLC | 0.68% | Add +5.3% | 585,025 | $56.0M |
| Private Advisor Group, LLC | 0.35% | Add +29.9% | 580,827 | $55.6M |
| SilverOak Wealth Management LLC | 12.40% | Reduce -0.5% | 577,418 | $55.3M |
| Austin Private Wealth, LLC | 5.37% | Add +1.6% | 570,025 | $54.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -7.4% | 559,523 | $53.6M |
| Allworth Financial LP | 0.32% | Reduce -1.6% | 556,142 | $53.3M |
| Steward Partners Investment Advisory, LLC | 0.49% | Reduce -2.6% | 555,121 | $53.2M |
| Platte River Wealth Advisors, LLC | 14.18% | Add +4.1% | 551,761 | $52.8M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -0.6% | 537,790 | $51.5M |
| North Star Investment Management Corp. | 3.51% | Add +5.1% | 530,128 | $50.8M |
| CreativeOne Wealth, LLC | 1.71% | Add +33.4% | 524,147 | $50.2M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -1.1% | 521,633 | $49.9M |
| West Wealth Group, LLC | 15.89% | Add +5.3% | 511,977 | $49.0M |
| Sigma Planning Corp | 1.49% | Reduce -10.4% | 506,713 | $48.5M |
| Creative Planning | 0.05% | Add +3.3% | 506,415 | $48.5M |
| Probity Advisors, Inc. | 9.24% | Add +1.3% | 503,893 | $48.2M |
| Two Sigma Advisers, LP | 0.11% | Reduce -44.8% | 500,000 | $47.9M |
| Choreo, LLC | 0.69% | Reduce -1.1% | 500,956 | $47.3M |
| SCS Capital Management LLC | 0.93% | Reduce -14.1% | 482,655 | $46.2M |
| Atria Investments, Inc | 0.57% | Reduce -9.8% | 481,588 | $46.1M |
| 1834 Investment Advisors Co. | 5.33% | Reduce -4.3% | 478,499 | $45.8M |
| Focus Partners Wealth | 0.15% | Reduce -71.3% | 474,683 | $45.5M |
| Captrust Financial Advisors | 0.13% | Reduce -2.0% | 467,771 | $44.8M |
| Connecticut Wealth Management, LLC | 2.04% | No change | 440,438 | $42.2M |
| Capital Advisors Inc. | 0.83% | Reduce -7.4% | 432,711 | $41.4M |
| Parallel Advisors, LLC | 0.94% | Add +1091.2% | 415,503 | $39.8M |
| Icon Wealth Advisors, LLC | 3.27% | Reduce -5.3% | 409,934 | $39.3M |
| Pinkerton Wealth, LLC | 5.56% | Reduce -6.7% | 399,140 | $38.2M |
| Financial Life Advisors | 13.68% | Add +4.5% | 378,328 | $36.2M |
| Quantitative Strategies, Inc. | 19.18% | Reduce -1.5% | 377,831 | $36.2M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -8.1% | 377,473 | $35.7M |
| Foundation Wealth Management, LLC | 26.96% | Reduce -2.4% | 371,180 | $35.5M |
| Clearstead Advisors, LLC | 0.54% | Add +0.9% | 364,775 | $34.9M |
| Encompass Wealth Advisors, LLC | 8.69% | Reduce -0.3% | 360,215 | $34.5M |
| BOK Financial Private Wealth, Inc. | 2.47% | Reduce -3.5% | 356,945 | $34.2M |
| Greenleaf Trust | 0.30% | Reduce -5.6% | 355,122 | $34.0M |
| Prudential Financial Inc. | 0.05% | Reduce -4.7% | 353,048 | $33.8M |
| Busey Bank | 1.10% | Reduce -2.0% | 352,802 | $33.8M |
| MV Capital Management, Inc. | 3.53% | Reduce -2.3% | 347,405 | $33.3M |
| Bokf, NA | 0.58% | Add +0.9% | 348,045 | $32.9M |
| Ewa, LLC | 11.67% | Reduce -12.5% | 325,519 | $32.7M |
| LMG Wealth Partners, LLC | 7.47% | Reduce -2.8% | 340,504 | $32.6M |
| Lee Financial Co | 4.63% | Add +5.4% | 340,198 | $32.6M |
| Citigroup Inc. | 0.03% | Add +11.5% | 336,250 | $32.2M |
| TD Private Client Wealth LLC | 0.92% | Add +6.0% | 333,444 | $31.9M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -0.0% | 329,914 | $31.6M |
| Waverly Advisors, LLC | 0.58% | Add +0.8% | 328,918 | $31.5M |
| Stokes Family Office, LLC | 3.43% | Reduce -4.5% | 327,891 | $31.4M |
| First Hawaiian Bank | 1.01% | Reduce -18.9% | 327,543 | $31.4M |
| Amarillo National Bank | 5.69% | Reduce -11.8% | 325,019 | $31.1M |
| Concurrent Investment Advisors, LLC | 0.92% | Add +2.8% | 324,707 | $31.1M |
| Principal Securities, Inc. | 0.74% | Add +8.4% | 321,536 | $30.8M |
| MA Private Wealth | 5.69% | Add +50.1% | 317,872 | $30.4M |
| Stone House Investment Management, LLC | 6.20% | Reduce -1.5% | 313,562 | $30.0M |
| SteelPeak Wealth, LLC | 1.33% | Reduce -3.6% | 312,583 | $29.9M |
| Pathstone Holdings, LLC | 0.13% | Add +1.3% | 311,849 | $29.9M |
| High Falls Advisors, Inc | 6.69% | Reduce -6.4% | 305,162 | $29.2M |
| Horst & Graben Wealth Management LLC | 5.19% | Add +3.1% | 301,889 | $28.9M |
| Pettinga Financial Advisors LLC | 6.78% | Reduce -1.5% | 298,791 | $28.6M |
| First Merchants Corp. | 1.07% | Add +1.2% | 291,962 | $28.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.64% | Reduce -2.3% | 290,808 | $27.8M |
| Sterling Investment Counsel, LLC | 9.87% | Add +0.3% | 289,408 | $27.7M |
| Wilmington Savings Fund Society, FSB | 0.49% | Add +244.7% | 287,774 | $27.6M |
| Corient Private Wealth LP | 0.04% | Add +8.7% | 284,595 | $27.2M |
| Sharkey, Howes & Javer | 3.87% | Reduce -6.1% | 283,557 | $27.2M |
| Stratos Wealth Partners, LTD. | 0.40% | Add +53.1% | 283,363 | $27.1M |
| Orion Porfolio Solutions, LLC | 0.27% | Reduce -4.6% | 282,751 | $27.1M |
| Orion Portfolio Solutions, LLC | 0.27% | Reduce -4.6% | 282,751 | $27.1M |
| Ameritas Investment Partners, Inc. | 0.88% | Add +1.2% | 282,193 | $27.0M |
| First Heartland Consultants, Inc. | 2.90% | Add +66.0% | 281,466 | $26.9M |
| Silicon Valley Capital Partners | 3.51% | Reduce -2.7% | 281,260 | $26.9M |
| Csenge Advisory Group | 1.40% | Reduce -3.5% | 277,568 | $26.9M |
| Blue Edge Capital, LLC | 4.17% | Add +4.2% | 279,335 | $26.7M |
| Calydon Capital | 4.37% | No change | 288,723 | $26.7M |
| Equitable Holdings, Inc. | 0.26% | Reduce -47.3% | 276,277 | $26.5M |
| World Investment Advisors | 0.82% | Reduce -32.7% | 271,973 | $26.0M |
| Security Financial Services, INC. | 5.29% | Reduce -9.6% | 271,505 | $26.0M |
| Blue Trust, Inc. | 0.33% | Add +60.3% | 277,293 | $25.7M |
| Saiph Capital, LLC | 11.88% | Add +0.2% | 263,731 | $25.3M |
| Powell Investment Advisors, LLC | 11.62% | Add +3.9% | 259,758 | $24.9M |
| Kwmg, LLC | 2.50% | Reduce -2.4% | 259,469 | $24.8M |
| McMorgan & Co. LLC | 3.82% | Reduce -5.2% | 258,750 | $24.8M |
| First Horizon Advisors, Inc. | 0.69% | Add +32.1% | 258,207 | $24.7M |
| Cahill Financial Advisors Inc. | 3.33% | Reduce -0.9% | 254,222 | $24.3M |
| J.W. Cole Advisors, Inc. | 1.01% | Add +2.1% | 252,053 | $24.1M |
| Cerity Partners LLC | 0.05% | Add +6.0% | 251,521 | $24.1M |
| Droms Strauss Advisors Inc. /Mo/ | 8.44% | Reduce -6.5% | 248,840 | $23.8M |
| Smith Anglin Financial, LLC | 2.26% | Reduce -84.2% | 244,922 | $23.5M |
| Western Wealth Management, LLC | 1.34% | Add +7.9% | 244,547 | $23.4M |
| Invst, LLC | 2.83% | Reduce -36.7% | 244,261 | $23.4M |
| Beacon Pointe Advisors, LLC | 0.27% | Reduce -1.4% | 243,999 | $23.4M |
| ShoreHaven Wealth Partners, LLC | 11.22% | Reduce -1.0% | 242,914 | $23.3M |
| Detalus Advisors, LLC | 7.68% | Reduce -6.5% | 241,301 | $23.1M |
| GHP Investment Advisors, Inc. | 1.06% | Reduce -2.4% | 241,047 | $23.1M |
| Farther Finance Advisors, LLC | 0.87% | Add +23.3% | 240,965 | $23.1M |
| SPC Financial, Inc. | 2.03% | Reduce -5.6% | 240,433 | $23.0M |
| Asset Management One Co., Ltd. | 0.08% | Reduce -11.8% | 239,600 | $22.9M |
| Liberty Wealth Management LLC | 3.87% | Reduce -74.2% | 237,778 | $22.8M |
| Wealth Alliance, LLC | 2.71% | Reduce -8.9% | 236,681 | $22.7M |
| One Wealth Advisors, LLC | 3.46% | Reduce -7.1% | 235,506 | $22.5M |
| Halpern Financial, Inc. | 5.78% | Reduce -4.3% | 237,739 | $22.5M |
| Per Stirling Capital Management, LLC. | 3.12% | Reduce -32.8% | 234,684 | $22.5M |
| HSBC Holdings PLC | 0.01% | Add +88.9% | 231,257 | $22.1M |
| Brookstone Capital Management | 0.32% | Add +0.3% | 228,446 | $21.9M |
| B. Riley Wealth Advisors, Inc. | 0.60% | Reduce -16.1% | 228,146 | $21.7M |
| Cresset Asset Management, LLC | 0.08% | Reduce -6.7% | 223,222 | $21.4M |
| Physician Wealth Advisors, Inc. | 3.83% | Reduce -2.5% | 219,582 | $21.2M |
| Advisory Services Network, LLC | 0.44% | No change | 227,718 | $21.1M |
| Sei Investments Co. | 0.03% | Reduce -2.0% | 219,060 | $21.0M |
| Graypoint LLC | 1.29% | Add +12.8% | 209,738 | $20.1M |
| Composition Wealth, LLC | 0.46% | Reduce -7.4% | 208,991 | $20.0M |
| Gladstone Institutional Advisory LLC | 0.98% | Add +5.3% | 208,678 | $20.0M |
| Transform Wealth, LLC | 1.31% | Add +0.1% | 205,847 | $19.7M |
| Keystone Financial Services | 7.58% | Reduce -8.7% | 204,134 | $19.5M |
| Avior Wealth Management, LLC | 0.78% | Add +0.7% | 203,920 | $19.5M |
| Ifrah Financial Services, Inc. | 5.22% | Reduce -3.0% | 202,099 | $19.4M |
| Axiom Advisory, LLC | 0.18% | Add +1.7% | 208,261 | $19.2M |
| CFS Investment Advisory Services, LLC | 1.61% | Reduce -1.8% | 200,652 | $19.2M |
| UMB Bank, n.a. | 0.30% | Reduce -1.5% | 198,483 | $19.0M |
| Spire Wealth Management | 0.64% | Add +0.5% | 197,914 | $19.0M |
| Scissortail Wealth Management, LLC | 4.56% | Reduce -99.4% | 814 | $18.8M |
| Kelly Financial Services LLC | 6.89% | Reduce -13.8% | 196,165 | $18.8M |
| Adaptive Financial Consulting, LLC | 7.65% | Add +0.1% | 196,100 | $18.8M |
| Concourse Financial Group Securities, Inc. | 1.10% | Add +0.7% | 193,836 | $18.6M |
| Guidance Point Advisors, LLC | 5.63% | Add +0.5% | 193,723 | $18.5M |
| Cullen/Frost Bankers, Inc. | 0.25% | Reduce -0.1% | 193,450 | $18.5M |
| DT Investment Partners, LLC | 1.49% | Reduce -0.4% | 192,073 | $18.4M |
| FAS Wealth Partners, Inc. | 1.46% | Reduce -2.4% | 191,758 | $18.4M |
| IFP Advisors, Inc | 0.65% | Add +2.9% | 189,042 | $18.1M |
| Capital Analysts, LLC | 0.73% | Add +6.2% | 186,924 | $17.9M |
| Global Retirement Partners, LLC | 0.54% | Reduce -18.3% | 186,848 | $17.9M |
| Citizens Financial Group Inc. | 0.36% | Add +15.5% | 186,815 | $17.9M |
| &partners | 0.34% | Add +76.4% | 182,373 | $17.6M |
| Sunbelt Securities, Inc. | 1.72% | Add +1.5% | 183,514 | $17.6M |
| Independent Solutions Wealth Management, LLC | 3.95% | Reduce -9.0% | 182,107 | $17.4M |
| Clear Creek Financial Management, LLC | 1.96% | Reduce -40.8% | 180,627 | $17.3M |
| Ascent Group, LLC | 1.31% | Reduce -4.0% | 180,371 | $17.3M |
| Evergreen Capital Management LLC | 0.58% | Add +0.5% | 179,597 | $17.2M |
| Robertson Stephens Wealth Management, LLC | 0.63% | Add +5.0% | 179,129 | $17.2M |
| Rodgers & Associates, LTD | 2.04% | Add +5.8% | 178,478 | $17.1M |
| PAX Financial Group, LLC | 3.06% | Reduce -0.7% | 178,442 | $17.1M |
| Townsquare Capital LLC | 0.20% | Reduce -0.1% | 177,548 | $17.0M |
| Wealthspire Advisors, LLC | 0.17% | Add +13.2% | 177,002 | $16.9M |
| ONE Advisory Partners, LLC | 7.43% | Reduce -8.7% | 176,836 | $16.9M |
| Sequoia Financial Advisors, LLC | 0.18% | Add +8.8% | 176,592 | $16.9M |
| JFS Wealth Advisors, LLC | 1.13% | Add +4.5% | 176,069 | $16.9M |
| Financial Advocates Investment Management | 0.95% | Reduce -20.9% | 189,627 | $16.7M |
| Trek Financial, LLC | 1.24% | Add +8.2% | 172,618 | $16.5M |
| Ironwood Financial, llc | 3.47% | Add +0.6% | 172,537 | $16.5M |
| Cypress Wealth Services, LLC | 3.39% | Reduce -1.1% | 171,204 | $16.4M |
| Silvercrest Asset Management Group LLC | 0.11% | No change | 170,141 | $16.3M |
| Prosperity Consulting Group, LLC | 1.27% | Add +4.2% | 169,784 | $16.3M |
| Focus Financial Network, Inc. | 0.66% | Reduce -1.5% | 169,443 | $16.2M |
| Snowden Capital Advisors LLC | 0.48% | Reduce -1.3% | 167,678 | $16.1M |
| Prudential PLC | 0.08% | Reduce -22.3% | 167,100 | $16.0M |
| Mesirow Financial Investment Management, Inc. | 0.31% | Reduce 0.0% | 166,129 | $15.9M |
| Legacy Financial Group LLC | 3.06% | Add +0.4% | 165,940 | $15.9M |
| Laird Norton Wetherby Trust Company, LLC | 2.06% | Add +375.8% | 164,492 | $15.8M |
| Meridian Wealth Partners, LLC | 2.44% | New | 163,730 | $15.7M |
| BNP Paribas Financial Markets | 0.02% | Add +35.6% | 162,318 | $15.5M |
| Callan Family Office, LLC | 2.60% | Add +1.6% | 161,809 | $15.5M |
| BBJS Financial Advisors, LLC | 5.34% | Add +0.0% | 156,332 | $15.0M |
| Sterling Financial Planning, Inc. | 5.49% | Reduce -1.3% | 155,573 | $14.9M |
| WealthShield Partners, LLC | 2.02% | Reduce -3.6% | 155,553 | $14.9M |
| Acropolis Investment Management, LLC | 0.88% | Add +0.2% | 155,439 | $14.9M |
| Kestra Private Wealth Services, LLC | 0.27% | Add +17.9% | 155,367 | $14.9M |
| Ameritas Advisory Services, LLC | 0.64% | Reduce -25.9% | 155,028 | $14.8M |
| Trust Point Inc. | 1.10% | Add +0.2% | 152,971 | $14.6M |
| Capital Advisors, Ltd. LLC | 1.81% | Reduce -2.9% | 152,185 | $14.6M |
| Ieq Capital, LLC | 0.18% | Add +25.2% | 152,006 | $14.6M |
| Scarborough Advisors, LLC | 2.35% | New | 151,673 | $14.5M |
| TNF LLC | 5.21% | Reduce -0.6% | 148,921 | $14.5M |
| TSA Wealth Managment LLC | 5.77% | Reduce -7.6% | 149,490 | $14.3M |
| Carl P. Sherr & Co., LLC | 7.45% | Reduce -0.1% | 147,785 | $14.2M |
| Peapack Gladstone Financial Corp. | 0.20% | Reduce -4.5% | 147,554 | $14.1M |
| Merit Financial Group, LLC | 0.31% | Reduce -51.4% | 146,764 | $14.1M |
| LBMC Investment Advisors, LLC | 1.08% | Reduce -0.2% | 142,479 | $13.6M |
| Blair William & Co. | 0.04% | Reduce -0.8% | 141,896 | $13.6M |
| Instrumental Wealth, LLC | 13.21% | Add +1.7% | 138,576 | $13.6M |
| Mutual Advisors, LLC | 0.39% | Add +6.0% | 138,156 | $13.4M |
| Avitas Wealth Management LLC | 1.88% | Add +0.0% | 139,953 | $13.4M |
| Regal Investment Advisors LLC | 0.93% | Add +16.1% | 139,320 | $13.3M |
| Madrona Financial Services, LLC | 3.69% | Add +4.2% | 138,604 | $13.3M |
| Camarda Financial Advisors, LLC | 4.95% | Reduce -6.2% | 137,888 | $13.2M |
| TCP Asset Management, LLC | 3.00% | Add +5146.8% | 135,998 | $13.0M |
| Forthright Family Wealth Advisory LLC | 8.36% | Add +231.8% | 125,195 | $13.0M |
| Avantax Planning Partners, Inc. | 0.47% | Reduce -11.3% | 135,628 | $13.0M |
| Natixis Advisors, LLC | 0.03% | Reduce -4.3% | 135,238 | $12.9M |
| Commonwealth Financial Services, LLC | 2.55% | Reduce -3.3% | 136,938 | $12.9M |
| Keebeck Wealth Management | 1.87% | Reduce -3.7% | 134,446 | $12.9M |
| Perkins Coie Trust Co | 2.86% | Reduce -1.2% | 134,394 | $12.9M |
| Johnson Investment Counsel Inc. | 0.13% | Reduce -0.6% | 133,918 | $12.8M |
| Stratos Wealth Advisors, LLC | 0.58% | Add +1.5% | 131,619 | $12.6M |
| Apeiron RIA LLC | 3.60% | Add +12.6% | 131,283 | $12.6M |
| Willis Johnson & Associates, Inc. | 0.95% | Reduce -3.6% | 131,106 | $12.6M |
| W Advisors, LLC | 7.63% | Add +2.4% | 129,333 | $12.4M |
| Centerpoint Advisors, LLC | 4.26% | Reduce -1.1% | 127,893 | $12.2M |
| Twin Focus Capital Partners, LLC | 1.89% | Add +3.5% | 125,136 | $12.0M |
| Argent Trust Co | 0.49% | Add +2.4% | 124,735 | $11.9M |
| Guardian Wealth Advisors, LLC | 7.36% | Reduce -7.6% | 124,428 | $11.9M |
| Swmg, LLC | 4.90% | Reduce -3.6% | 117,557 | $11.9M |
| Nicolet Bankshares Inc. | 2.39% | Reduce -3.2% | 123,811 | $11.9M |
| GTS Securities LLC | 0.24% | Add +35.7% | 123,669 | $11.8M |
| EP Wealth Advisors, LLC | 0.10% | Add +12.6% | 123,660 | $11.8M |
| Apollon Wealth Management, LLC | 0.33% | Add +7.8% | 123,603 | $11.8M |
| Savant Capital, LLC | 0.10% | Add +11.7% | 123,325 | $11.8M |
| Farmers & Merchants Investments Inc. | 0.36% | Add +8.2% | 122,166 | $11.7M |
| Barrett & Company, Inc. | 5.07% | Add +6.6% | 122,106 | $11.7M |
| Traynor Capital Management, Inc. | 0.94% | Reduce -1.9% | 121,126 | $11.6M |
| Koss-Olinger Consulting, LLC | 1.00% | Reduce -0.5% | 120,484 | $11.5M |
| Harbour Investments, Inc. | 0.35% | Add +23.0% | 120,437 | $11.5M |
| WCG Wealth Advisors LLC | 0.77% | Add +2.6% | 118,631 | $11.4M |
| Alpha Financial Partners LLC | 8.09% | New | 118,460 | $11.3M |
| Ehrlich Financial Group | 8.09% | Reduce -17.2% | 118,460 | $11.3M |
| CX Institutional | 0.50% | Reduce -17.6% | 118,129 | $11.3M |
| Bay Harbor Wealth Management, LLC | 3.66% | Reduce -6.5% | 117,126 | $11.2M |
| Maia Wealth LLC | 2.76% | Add +15.7% | 115,237 | $11.2M |
| Fifth Third Securities, Inc. | 1.06% | Reduce -5.0% | 116,807 | $11.2M |
| Ashton Thomas Private Wealth, LLC | 0.59% | Reduce -4.7% | 115,919 | $11.1M |
| Alliancebernstein L.P. | 0.00% | Add +1.1% | 114,203 | $10.9M |
| Mayflower Financial Advisors, LLC | 1.64% | Reduce -1.7% | 113,666 | $10.9M |
| KFG Wealth Management, LLC | 2.36% | Add +21.6% | 113,410 | $10.9M |
| Prime Capital Investment Advisors, LLC | 0.15% | Reduce -5.3% | 113,396 | $10.9M |
| Blue Zone Wealth Advisors, LLC | 3.37% | Reduce -6.5% | 113,038 | $10.8M |
| Avid Wealth Partners LLC | 7.63% | Reduce -8.3% | 112,567 | $10.8M |
| Watts Gwilliam & Co., LLC | 2.35% | — | 112,082 | $10.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.49% | No change | 112,123 | $10.7M |
| Level Four Advisory Services, LLC | 0.45% | Add +3.7% | 111,752 | $10.6M |
| Strategic Equity Management | 4.98% | Add +23.6% | 109,686 | $10.5M |
| EPG Wealth Management LLC | 2.60% | Add +0.0% | 107,700 | $10.3M |
| YHB Investment Advisors, Inc. | 0.85% | Add +0.1% | 107,653 | $10.3M |
| Midwest Financial Group LLC | 6.05% | Add +13.8% | 107,619 | $10.3M |
| Broadview Financial Management, LLC | 6.97% | Add +0.7% | 107,557 | $10.3M |
| Howard Capital Management, LLC | 0.17% | Reduce -1.0% | 106,808 | $10.2M |
| Vertex Planning Partners, LLC | 2.44% | Reduce -1.5% | 106,545 | $10.2M |
| Brown Advisory Inc. | 0.01% | Add +2.8% | 105,908 | $10.1M |
| CoreCap Advisors, LLC | 0.47% | New | 104,078 | $10.0M |
| BKM Wealth Management, LLC | 4.03% | Reduce -2.5% | 103,628 | $9.9M |
| Morningstar Investment Services LLC | 0.10% | Add +34.2% | 103,651 | $9.9M |
| Sterling Group Wealth Management, LLC | 5.21% | Add +1079.3% | 102,586 | $9.8M |
| Hancock Whitney Corp. | 0.31% | Reduce -2.3% | 101,972 | $9.8M |
| RKL Wealth Management LLC | 0.88% | Reduce -11.1% | 101,936 | $9.8M |
| United Bank | 1.13% | Reduce -3.4% | 101,183 | $9.7M |
| Perigon Wealth Management, LLC | 0.26% | Add +1.2% | 101,038 | $9.7M |
| First Financial Bank - Trust Division | 0.89% | Reduce -2.5% | 100,937 | $9.7M |
| Assetmark, Inc. | 0.03% | Add +2.6% | 100,929 | $9.7M |
| Belpointe Asset Management LLC | 0.58% | Reduce -3.1% | 100,806 | $9.7M |
| Tiaa Trust, National Association | 0.03% | Reduce -1.1% | 100,681 | $9.6M |
| Peoples Bank | 4.81% | Reduce -6.9% | 98,364 | $9.4M |
| Pacific Financial Group Inc. | 6.90% | Reduce -8.6% | 98,302 | $9.4M |
| SigFig Wealth Management, LLC | 0.34% | Reduce -6.2% | 98,759 | $9.4M |
| Great Valley Advisor Group, Inc. | 0.23% | Reduce -2.1% | 97,166 | $9.3M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -0.3% | 96,856 | $9.3M |
| Simon Quick Advisors, LLC | 0.58% | Reduce -0.9% | 95,963 | $9.2M |
| Wellspring Financial Advisors, LLC | 1.10% | Reduce -0.7% | 95,925 | $9.2M |
| Signature Wealth Management Partners, LLC | 6.62% | Reduce -1.1% | 95,487 | $9.1M |
| Coldstream Capital Management Inc. | 0.20% | Reduce -6.6% | 94,508 | $9.0M |
| Horizon Family Wealth, Inc. | 6.41% | Reduce -17.5% | 93,863 | $9.0M |
| Financial Perspectives, Inc | 3.10% | Reduce -1.9% | 93,266 | $8.9M |
| Geneos Wealth Management Inc. | 0.34% | Add +0.0% | 92,468 | $8.9M |
| Spectrum Wealth Counsel, LLC | 1.05% | Add +11.7% | 92,411 | $8.8M |
| Ascension Capital Advisors, Inc. | 4.00% | Reduce -25.1% | 89,429 | $8.6M |
| True Vision MN LLC | 5.09% | Reduce -6.0% | 88,923 | $8.5M |
| Kraft, Davis & Associates, LLC | 2.47% | Reduce -8.3% | 86,813 | $8.3M |
| Resolute Wealth Strategies, LLC | 4.28% | Reduce -1.4% | 86,127 | $8.2M |
| Element Pointe Advisors, LLC | 2.00% | No change | 85,692 | $8.2M |
| Franklin Resources Inc. | 0.00% | Add +0.5% | 83,882 | $8.2M |
| Associated Banc-Corp | 0.24% | Add +2.8% | 85,152 | $8.2M |
| Spectrum Planning & Advisory Services Inc. | 7.76% | Add +12.3% | 84,345 | $8.1M |
| Ethos Financial Group, LLC | 1.34% | Reduce -2.3% | 83,816 | $8.0M |
| KMG Fiduciary Partners, LLC | 0.68% | Add +141.5% | 82,504 | $7.9M |
| Avestar Capital, LLC | 0.86% | Reduce -5.6% | 82,415 | $7.9M |
| Higgins & Schmidt Wealth Strategies LLC | 5.08% | Reduce -4.5% | 82,139 | $7.9M |
| Moloney Securities Asset Management, LLC | 1.06% | Add +0.7% | 82,092 | $7.9M |
| Tradition Wealth Management, LLC | 0.70% | Add +0.4% | 81,992 | $7.9M |
| Alpine Bank Wealth Management | 1.25% | — | 81,697 | $7.8M |
| Gen-Wealth Partners Inc | 3.39% | Add +3.4% | 79,360 | $7.8M |
| Tilson Financial Group, Inc. | 3.36% | New | 80,920 | $7.7M |
| Ashton Thomas Securities, LLC | 1.49% | Reduce -8.7% | 80,320 | $7.7M |
| Firethorn Wealth Partners, LLC | 3.89% | Add +6.7% | 79,979 | $7.7M |
| Silver Oak Securities, Incorporated | 0.81% | Add +108.5% | 80,404 | $7.7M |
| GC Wealth Management RIA, LLC | 1.33% | Add +0.1% | 79,834 | $7.6M |
| D.A. Davidson & Co. | 0.06% | Reduce -7.8% | 79,208 | $7.6M |
| Maxwell Wealth Strategies Inc. | 3.18% | Add +1.4% | 77,345 | $7.5M |
| Asset Allocation Strategies LLC | 2.11% | Reduce -25.7% | 77,568 | $7.4M |
| Ellis Investment Partners, LLC | 1.44% | Add +11.2% | 77,201 | $7.4M |
| Exencial Wealth Advisors, LLC | 0.26% | Reduce -5.1% | 76,737 | $7.3M |
| Pinnacle Financial Partners Inc | 0.15% | Reduce -5.2% | 76,547 | $7.3M |
| FineMark National Bank & Trust | 0.25% | Add +6.3% | 75,490 | $7.2M |
| Retirement Planning Group, LLC | 0.39% | Add +27.1% | 75,439 | $7.2M |
| Vestor Capital, LLC | 0.57% | Reduce -1.4% | 75,309 | $7.2M |
| AdvisorNet Financial, Inc | 0.54% | Reduce -6.9% | 75,061 | $7.2M |
| Norden Group LLC | 0.85% | Add +12.5% | 74,793 | $7.2M |
| Sonata Capital Group Inc. | 3.02% | Reduce -9.0% | 74,571 | $7.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.96% | Add +25.6% | 74,451 | $7.1M |
| Summit Investment Advisory Services, LLC | 3.76% | New | 74,125 | $7.1M |
| Financial Management Network Inc. | 1.48% | Reduce -1.5% | 73,838 | $7.1M |
| Charter Oak Capital Management, LLC | 0.66% | Reduce -1.1% | 73,448 | $7.0M |
| Lansing Street Advisors | 2.58% | Add +1.4% | 73,223 | $7.0M |
| Signature Estate & Investment Advisors LLC | 0.16% | Add +16.0% | 73,192 | $7.0M |
| Family Asset Management, LLC | 4.18% | Reduce -1.5% | 72,498 | $6.9M |
| Heck Capital Advisors, LLC | 0.80% | Reduce -1.4% | 72,406 | $6.9M |
| Wescott Financial Advisory Group, LLC | 0.74% | Add +3.8% | 72,171 | $6.9M |
| Oppenheimer & Co. Inc. | 0.11% | Add +12.1% | 71,845 | $6.9M |
| Rollins Financial Advisors, LLC | 1.14% | Reduce -10.0% | 71,517 | $6.8M |
| Goelzer Investment Management, Inc. | 0.37% | Reduce -25.7% | 71,343 | $6.8M |
| Private Wealth Advisors, LLC | 2.76% | Reduce -1.9% | 71,925 | $6.8M |
| Transcendent Capital Group LLC | 3.44% | Reduce -8.2% | 70,075 | $6.7M |
| Frontier Asset Management, LLC | 2.19% | Reduce -2.9% | 69,039 | $6.6M |
| NorthRock Partners, LLC | 0.22% | Reduce -9.5% | 68,437 | $6.6M |
| Ascent Wealth Partners, LLC | 0.91% | Add +0.7% | 68,430 | $6.6M |
| WealthPLAN Partners, LLC | 0.88% | Reduce -14.7% | 68,144 | $6.5M |
| Simplicity Wealth,LLC | 0.60% | Reduce -55.0% | 67,699 | $6.5M |
| AlTi Global, Inc. | 0.16% | Reduce -1.4% | 67,602 | $6.5M |
| Arvest Investments, Inc. | 0.97% | Add +1.1% | 67,271 | $6.4M |
| Dynasty Wealth Management, LLC | 0.19% | Reduce -58.4% | 65,448 | $6.4M |
| Acas, LLC | 5.28% | Add +0.8% | 66,783 | $6.4M |
| Trustmark Bank Trust Department | 0.48% | No change | 66,629 | $6.4M |
| Centaurus Financial, Inc. | 0.40% | Add +167.3% | 66,352 | $6.4M |
| Ancora Advisors LLC | 0.14% | Add +20.6% | 66,323 | $6.4M |
| Sapient Capital LLC | 0.13% | Reduce -0.0% | 66,266 | $6.3M |
| Arkadios Wealth Advisors | 0.36% | Add +52.8% | 66,226 | $6.3M |
| Gryphon Financial Partners LLC | 0.87% | Reduce -0.7% | 65,783 | $6.3M |
| Investment Advisory Group, LLC | 2.18% | Add +4.9% | 65,497 | $6.3M |
| Quadrant Private Wealth Management, LLC | 1.55% | Add +0.1% | 65,474 | $6.3M |
| Raymond James Trust N.A. | 0.14% | Add +4.2% | 64,945 | $6.2M |
| Compton Wealth Advisory Group, LLC | 1.57% | No change | 64,921 | $6.2M |
| Bleakley Financial Group, LLC | 0.19% | Reduce -0.1% | 64,679 | $6.2M |
| Elevation Point Wealth Partners, LLC | 0.59% | Reduce -8.2% | 64,439 | $6.2M |
| Centurion Wealth Management LLC | 1.96% | — | 64,234 | $6.2M |
| Lowe Brockenbrough & Co. Inc. | 0.39% | Add +45.4% | 64,043 | $6.1M |
| Cahaba Wealth Management, Inc. | 0.51% | Reduce -7.5% | 64,021 | $6.1M |
| Shared Vision Wealth Group LLC | 3.25% | Reduce -6.1% | 63,583 | $6.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -30.1% | 63,215 | $6.1M |
| Cranbrook Wealth Management, LLC | 1.37% | Reduce -0.6% | 62,798 | $6.0M |
| Triad Wealth Partners, LLC | 3.17% | Add +9950.9% | 62,215 | $6.0M |
| Strategic Blueprint, LLC | 0.37% | Reduce -3.7% | 62,164 | $6.0M |
| Quantinno Capital Management LP | 0.08% | Add +16.1% | 61,923 | $5.9M |
| Moneywise, Inc. | 2.90% | Add +49.2% | 61,619 | $5.9M |
| RFG Advisory, LLC | 0.18% | Reduce -2.8% | 61,546 | $5.9M |
| Gimbal Financial | 3.78% | Reduce -27.5% | 60,062 | $5.8M |
| Cosner Financial Group, LLC | 3.75% | Reduce -0.4% | 60,696 | $5.8M |
| Glenmede Trust Co. NA | 0.03% | Reduce -0.4% | 60,657 | $5.8M |
| Tobias Financial Advisors, Inc. | 1.16% | Reduce -3.4% | 60,373 | $5.8M |
| Independent Financial Group, LLC | 0.21% | Add +11.4% | 60,324 | $5.8M |
| Peterson Wealth Advisors, LLC | 1.09% | Reduce -3.0% | 60,026 | $5.7M |
| Buck Wealth Strategies, LLC | 1.80% | Reduce -4.4% | 59,876 | $5.7M |
| Patriot Investment Management Group, Inc. | 0.42% | Reduce -0.4% | 59,799 | $5.7M |
| Heritage Wealth Advisors | 0.27% | Reduce -0.1% | 59,732 | $5.7M |
| Diversify Advisory Services, LLC | 0.31% | Reduce -12.3% | 58,141 | $5.7M |
| Northstar Advisory Group, LLC | 2.91% | Reduce -7.8% | 58,544 | $5.6M |
| Gallacher Capital Management LLC | 2.57% | Add +0.0% | 58,494 | $5.6M |
| Verus Capital Partners, LLC | 0.55% | Add +21.4% | 58,444 | $5.6M |
| FFG Retirement Advisors LLC | 3.64% | Add +42.7% | 58,399 | $5.6M |
| Curi Capital, LLC | 0.13% | Reduce -0.6% | 58,378 | $5.6M |
| Laurel Wealth Planning LLC | 3.65% | Reduce -1.2% | 58,283 | $5.6M |
| Quotient Wealth Partners, LLC | 0.18% | Add +5.6% | 57,919 | $5.5M |
| Capital Investment Advisory Services, LLC | 0.52% | Add +0.5% | 57,665 | $5.5M |
| Hoxton Planning & Management, LLC | 2.13% | Reduce -4.1% | 57,559 | $5.5M |
| Nwam LLC | 0.33% | New | 57,242 | $5.5M |
| Dorsey & Whitney Trust CO LLC | 0.29% | Reduce -2.0% | 56,629 | $5.4M |
| Dumont & Blake Investment Advisors LLC | 1.44% | Reduce -50.6% | 56,566 | $5.4M |
| R. W. Roge & Company, Inc. | 2.89% | Reduce -3.7% | 56,560 | $5.4M |
| PFG Advisors | 0.34% | Add +58.5% | 56,504 | $5.4M |
| Old Mission Investment Co LLC | 1.66% | Reduce -1.8% | 56,341 | $5.4M |
| Narwhal Capital Management | 0.48% | No change | 56,000 | $5.4M |
| Soltis Investment Advisors LLC | 0.52% | Add +9.6% | 55,902 | $5.4M |
| Mosley Wealth Management | 3.64% | Add +15.9% | 54,465 | $5.3M |
| Edmonds Duncan Registered Investment Advisors, LLC | 1.16% | Add +2.3% | 55,462 | $5.3M |
| Sharp Wealth Advisory, LLC | 4.07% | Add +6.2% | 55,065 | $5.3M |
| Florin Court Capital LLP | 4.24% | Reduce -61.0% | 55,000 | $5.3M |
| Nottingham Advisors, Inc. | 0.58% | Reduce -0.7% | 54,904 | $5.3M |
| Investment Partners, LTD. | 2.19% | Add +0.2% | 54,831 | $5.3M |
| Jackson Hole Capital Partners, LLC | 1.09% | Reduce -2.6% | 54,648 | $5.2M |
| Patton Albertson Miller Group, LLC | 0.71% | Add +16.2% | 54,313 | $5.2M |
| Conning Inc. | 0.18% | Reduce -31.1% | 54,193 | $5.2M |
| Mill Creek Capital Advisors, LLC | 0.12% | Add +4.9% | 54,167 | $5.2M |
| Northeast Financial Consultants Inc | 0.23% | No change | 54,134 | $5.2M |
| Arrow Investment Advisors, LLC | 4.82% | Reduce -4.8% | 54,072 | $5.2M |
| Kickstand Ventures, Llc. | 1.32% | Add +19.3% | 53,902 | $5.2M |
| MSH Capital Advisors LLC | 1.56% | Reduce -0.7% | 53,259 | $5.1M |
| XML Financial, LLC | 0.47% | Reduce -0.5% | 53,035 | $5.1M |
| Evercore Wealth Management, LLC | 0.08% | Reduce -2.6% | 53,022 | $5.1M |
| Lantz Financial LLC | 1.37% | Add +1.9% | 52,934 | $5.1M |
| Total Wealth Planning, LLC | 0.78% | Reduce -4.0% | 52,505 | $5.0M |
| Park Place Capital Corp | 1.44% | Reduce -1.6% | 52,487 | $5.0M |
| Calamos Advisors LLC | 0.03% | Reduce -0.3% | 52,444 | $5.0M |
| Bryn Mawr Trust Advisors, LLC | 0.27% | Reduce -0.7% | 52,371 | $5.0M |
| My Legacy Advisors, LLC | 1.98% | Reduce -41.9% | 52,240 | $5.0M |
| StoneX Group Inc. | 0.36% | Reduce -2.9% | 52,153 | $5.0M |
| Family Firm, Inc. | 1.08% | Add +0.1% | 51,646 | $4.9M |
| NTV Asset Management LLC | 0.66% | Reduce -0.2% | 51,531 | $4.9M |
| St. Clair Advisors, LLC | 1.39% | Reduce -6.8% | 50,962 | $4.9M |
| BTC Capital Management, Inc. | 0.43% | No change | 50,658 | $4.9M |
| Greenup Street Wealth Management LLC | 1.00% | Reduce -4.9% | 50,601 | $4.8M |
| Thomasville National Bank | 0.36% | Reduce -2.3% | 50,513 | $4.8M |
| New Century Financial Group, LLC | 1.75% | Reduce -0.4% | 49,786 | $4.8M |
| Old National Bancorp | 0.11% | Reduce -4.1% | 49,497 | $4.7M |
| Dohj, LLC | 1.10% | Reduce -27.5% | 49,895 | $4.7M |
| Valley Wealth Managers, Inc. | 0.35% | Reduce -1.9% | 49,263 | $4.7M |
| United Services Automobile Association | 0.12% | Add +6.4% | 48,956 | $4.7M |
| Stordahl Capital Management, Inc. | 1.11% | Add +1.2% | 49,634 | $4.7M |
| TRUE Private Wealth Advisors | 0.56% | Add +8.0% | 48,790 | $4.7M |
| Graves Light Lenhart Wealth, Inc. | 0.57% | Reduce -7.8% | 48,188 | $4.6M |
| Twin Peaks Wealth Advisors, LLC | 2.12% | Add +14.2% | 48,103 | $4.6M |
| Flagstar Securities, Inc. | 1.17% | Reduce -5.0% | 48,062 | $4.6M |
| Gateway Wealth Partners, LLC | 1.27% | Add +2.8% | 48,032 | $4.6M |
| Asset Management Group, Inc. | 0.65% | Reduce -3.2% | 47,753 | $4.6M |
| Nations Financial Group Inc, /Ia/ | 0.33% | Reduce -4.3% | 47,610 | $4.6M |
| Commerce Bank | 0.03% | Reduce -3.7% | 47,354 | $4.5M |
| Brighton Jones LLC | 0.17% | Reduce -3.2% | 47,203 | $4.5M |
| Signal Advisors Wealth, LLC | 0.65% | New | 47,184 | $4.5M |
| United Bank | 2.08% | Reduce -0.8% | 47,128 | $4.5M |
| Bridges Investment Management Inc. | 0.06% | Reduce -19.2% | 46,501 | $4.5M |
| Next Capital Management LLC | 1.81% | No change | 46,295 | $4.4M |
| Avidian Wealth Enterprises, LLC | 0.20% | Reduce -9.5% | 46,206 | $4.4M |
| Aptus Capital Advisors, LLC | 0.07% | Add +4.7% | 46,185 | $4.4M |
| Transcend Capital Advisors, LLC | 0.29% | Reduce -0.4% | 45,917 | $4.4M |
| Theory Financial LLC | 1.93% | Add +2.4% | 46,030 | $4.4M |
| Highview Capital Management LLC | 1.77% | Reduce -30.0% | 45,609 | $4.4M |
| Householder Group Estate & Retirement Specialist, LLC | 1.27% | Reduce -0.6% | 45,543 | $4.4M |
| Eastern Bank | 0.08% | Add +761.3% | 45,220 | $4.3M |
| Renasant Bank | 2.84% | Reduce -1.5% | 45,039 | $4.3M |
| Wealthspan Partners, LLC | 2.11% | Reduce -0.4% | 44,746 | $4.3M |
| Brown Brothers Harriman & Co. | 0.03% | Add +0.4% | 44,700 | $4.3M |
| Carret Asset Management, LLC | 0.46% | Add +5.6% | 44,504 | $4.3M |
| Legacy Advisory Services, LLC | 3.61% | Add +5.4% | 43,841 | $4.2M |
| IFG Advisory, LLC | 0.26% | Reduce -4.3% | 43,185 | $4.1M |
| Dogwood Wealth Management LLC | 2.37% | Reduce -3.4% | 43,096 | $4.1M |
| Capital Advantage, Inc. | 0.79% | Add +37.5% | 42,883 | $4.1M |
| Morris Financial Concepts, Inc. | 1.76% | Add +7.1% | 42,828 | $4.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +38.2% | 42,363 | $4.1M |
| KPP Advisory Services LLC | 0.97% | Reduce -12.2% | 42,285 | $4.0M |
| Concorde Asset Management, LLC | 2.28% | Add +11.5% | 42,144 | $4.0M |
| Whittier Trust Co. | 0.05% | No change | 42,028 | $4.0M |
| National Philanthropic Trust | 0.07% | Add +3.4% | 41,953 | $4.0M |
| AMG National Trust Bank | 0.11% | Reduce -2.4% | 41,802 | $4.0M |
| SGL Investment Advisors, Inc. | 2.08% | — | 39,819 | $4.0M |
| Stephens Inc. | 0.06% | Reduce -3.4% | 41,692 | $4.0M |
| Vontobel Holding Ltd. | 0.01% | Reduce -5.0% | 41,662 | $4.0M |
| RTD Financial Advisors, Inc. | 0.50% | Reduce -7.7% | 41,521 | $4.0M |
| S&co Inc. | 0.26% | No change | 41,147 | $3.9M |
| Private Advisory Group LLC | 0.49% | Reduce -0.6% | 40,994 | $3.9M |
| SIMA Wealth Partners, LLC | 3.38% | Reduce -1.3% | 40,702 | $3.9M |
| Sowell Financial Services LLC | 0.18% | Reduce -8.2% | 40,379 | $3.9M |
| Hudson Capital Management LLC | 1.27% | Add +33.3% | 40,158 | $3.8M |
| Smithfield Trust Co | 0.19% | No change | 40,026 | $3.8M |
| Prospera Financial Services Inc | 0.10% | Add +13.0% | 39,979 | $3.8M |
| Objective Capital Management, LLC | 2.23% | — | 39,701 | $3.8M |
| Truepoint, Inc. | 0.10% | Reduce -1.1% | 39,486 | $3.8M |
| Pinnacle Family Advisors, LLC | 1.95% | Add +739.3% | 39,371 | $3.8M |
| Bush Investment Group, LLC | 3.00% | Add +3.3% | 39,237 | $3.8M |
| Mission Wealth Management, LP | 0.09% | Add +0.3% | 39,182 | $3.8M |
| Gray Private Wealth, LLC | 2.24% | Reduce -2.2% | 39,155 | $3.7M |
| Hilltop Wealth Advisors, LLC | 1.72% | Reduce -5.6% | 38,540 | $3.7M |
| NorthCoast Asset Management LLC | 0.03% | Add +4.5% | 581,416 | $3.7M |
| Argent Financial Group, Inc. | 0.44% | — | 38,450 | $3.7M |
| Bouvel Investment Partners, LLC | 1.38% | Reduce -1.4% | 38,184 | $3.7M |
| Mason & Associates, LLC | 1.12% | Reduce -3.1% | 38,069 | $3.6M |
| Callan Capital, LLC | 0.25% | Reduce -0.6% | 38,008 | $3.6M |
| Wealthgarden F.S. LLC | 3.53% | Reduce -7.9% | 37,920 | $3.6M |
| FSC Wealth Advisors, LLC | 2.60% | New | 37,766 | $3.6M |
| Sierra Capital LLC | 0.43% | No change | 37,532 | $3.6M |
| Verity Asset Management, Inc. | 1.35% | Add +7.9% | 37,532 | $3.6M |
| Daymark Wealth Partners, LLC | 0.15% | Add +1.1% | 37,413 | $3.6M |
| Colorado Capital Management, Inc. | 1.77% | No change | 37,390 | $3.6M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Add +1.8% | 37,320 | $3.6M |
| SWP Financial LLC | 2.18% | Add +0.8% | 37,250 | $3.6M |
| Carnegie Investment Counsel | 0.10% | Reduce -0.9% | 37,246 | $3.6M |
| Southern Capital Advisors, LLC | 2.00% | Add +3.5% | 37,127 | $3.6M |
| Money Concepts Capital Corp. | 0.27% | Add +37.4% | 36,895 | $3.5M |
| Mma Asset Management LLC | 0.94% | Add +135.5% | 46,701 | $3.5M |
| Financial Counselors Inc. | 0.05% | Add +6.5% | 36,685 | $3.5M |
| Great Point Wealth Advisors, LLC | 0.75% | No change | 36,492 | $3.5M |
| Lindbrook Capital, LLC | 0.31% | Add +0.7% | 36,355 | $3.5M |
| Harbor Investment Advisory, LLC | 0.34% | Reduce -0.1% | 36,306 | $3.5M |
| IHT Wealth Management, LLC | 0.10% | Reduce -11.9% | 36,136 | $3.5M |
| Maripau Wealth Management LLC | 2.98% | Reduce -9.3% | 35,982 | $3.4M |
| Diversified Portfolios, Inc. | 0.36% | Reduce -0.1% | 35,890 | $3.4M |
| Beacon Capital Management, LLC | 0.49% | Reduce -0.7% | 35,734 | $3.4M |
| Synovus Financial Corp. | 0.04% | Reduce -7.2% | 35,731 | $3.4M |
| Haverford Trust Co | 0.03% | Reduce -1.0% | 35,648 | $3.4M |
| Advus Financial Partners, LLC | 0.97% | Add +44.7% | 35,640 | $3.4M |
| AQR Capital Management | 0.00% | Add +226.9% | 35,335 | $3.4M |
| Peregrine Asset Advisers, Inc. | 1.16% | Reduce -0.0% | 35,126 | $3.4M |
| Venturi Wealth Management, LLC | 0.18% | Reduce -2.9% | 35,106 | $3.4M |
| WBH Advisory Inc. | 0.32% | Reduce -4.4% | 35,037 | $3.4M |
| Gables Capital Management Inc. | 1.69% | Reduce -1.4% | 35,000 | $3.4M |
| Rogco, LP | 1.31% | Reduce -3.7% | 34,968 | $3.3M |
| Redwood Wealth Management Group, LLC | 1.66% | Reduce -1.9% | 34,939 | $3.3M |
| JT Stratford LLC | 0.57% | Reduce -0.1% | 34,932 | $3.3M |
| Flow Traders U.S. LLC | 0.17% | Add +831.4% | 34,917 | $3.3M |
| Quantum Portfolio Management LLC | 1.81% | Reduce -23.6% | 34,893 | $3.3M |
| 17 Capital Partners, LLC | 2.17% | Add +2.3% | 34,846 | $3.3M |
| GenWealth Group, Inc. | 0.77% | Reduce -2.2% | 34,835 | $3.3M |
| Howard Wealth Management, LLC | 1.94% | Reduce -7.5% | 34,724 | $3.3M |
| Kohmann Bosshard Financial Services, LLC | 0.41% | Add +0.3% | 34,567 | $3.3M |
| Tyler-Stone Wealth Management | 0.62% | Add +96.7% | 34,323 | $3.3M |
| Matrix Private Capital Group LLC | 1.88% | Reduce -0.6% | 34,082 | $3.3M |
| Copperleaf Capital, LLC | 2.49% | Add +2.6% | 33,951 | $3.3M |
| Hilltop National Bank | 0.98% | Reduce -0.0% | 33,692 | $3.2M |
| St. Louis Trust Co | 0.45% | No change | 33,500 | $3.2M |
| Novare Capital Management LLC | 0.27% | Add +7.8% | 33,402 | $3.2M |
| Hirtle & Co., LLC | 0.15% | Add +0.0% | 33,369 | $3.2M |
| Guidance Capital, Inc. | 0.99% | Reduce -3.0% | 32,317 | $3.2M |
| Bristlecone Advisors, LLC | 0.25% | Add +4.5% | 32,805 | $3.1M |
| Dorsey Wright & Associates | 0.74% | Reduce -6.0% | 32,670 | $3.1M |
| MBA Advisors LLC | 1.50% | Reduce -1.6% | 32,657 | $3.1M |
| Sage Investment Advisers LLC | 3.26% | Reduce -1.8% | 32,524 | $3.1M |
| RPS Advisory Solutions LLC | 2.22% | Add +101.2% | 32,445 | $3.1M |
| Mather Group, Llc. | 0.04% | Add +33.0% | 32,144 | $3.1M |
| Valeo Financial Advisors, LLC | 0.09% | Add +1.4% | 32,007 | $3.1M |
| National Bank of Canada | 0.00% | Reduce -1.1% | 31,991 | $3.1M |
| Interchange Capital Partners, LLC | 1.09% | Reduce -6.2% | 31,920 | $3.1M |
| Creative Financial Designs Inc. | 0.26% | Add +35.1% | 31,707 | $3.0M |
| Pallas Capital Advisors LLC | 0.13% | Reduce -2.4% | 31,160 | $3.0M |
| Redwood Investment Management, LLC | 0.27% | Reduce -7.7% | 31,528 | $3.0M |
| Prosperitas Financial LLC | 1.62% | Add +12.5% | 31,453 | $3.0M |
| Glenview Trust Co | 0.06% | Add +30.7% | 31,415 | $3.0M |
| Magnus Financial Group LLC | 0.31% | Add +5.2% | 31,409 | $3.0M |
| Oxford Financial Group, LTD. LLC | 0.19% | No change | 31,266 | $3.0M |
| Commonwealth Retirement Investments LLC | 1.25% | Add +3.0% | 31,104 | $3.0M |
| RCS Financial Planning, LLC | 1.65% | Reduce -5.7% | 31,086 | $3.0M |
| Koshinski Asset Management, Inc. | 0.26% | Add +8.8% | 31,077 | $3.0M |
| Spirepoint Private Client, LLC | 0.39% | No change | 30,984 | $3.0M |
| Round Rock Advisors LLC | 0.69% | Reduce -2.7% | 30,822 | $3.0M |
| Integrated Advisors Network LLC | 0.14% | Add +267.1% | 30,710 | $2.9M |
| Fonville Wealth Management LLC | 1.01% | Add +9.5% | 30,522 | $2.9M |
| StoneCrest Wealth Management, Inc. | 2.13% | Reduce -2.0% | 30,506 | $2.9M |
| Corrigan Financial, Inc. | 0.67% | Reduce -1.2% | 30,441 | $2.9M |
| Kapstone Financial Advisors LLC | 1.76% | Add +3.3% | 30,559 | $2.9M |
| Eq LLC | 1.45% | Add +53.6% | 30,206 | $2.9M |
| Power Wealth Management LLC | 1.20% | Reduce -2.5% | 29,455 | $2.8M |
| Matthew Goff Investment Advisor, LLC | 0.54% | Reduce -0.0% | 29,433 | $2.8M |
| Clearview Wealth Advisors LLC | 2.16% | Add +52.1% | 29,332 | $2.8M |
| Faithward Advisors, LLC | 0.48% | Add +2.1% | 28,951 | $2.8M |
| Baron Wealth Management LLC | 1.33% | Reduce -0.8% | 28,895 | $2.8M |
| Mattern Wealth Management LLC | 0.61% | Reduce -3.5% | 28,809 | $2.8M |
| Fullcircle Wealth LLC | 1.23% | Reduce -1.2% | 28,131 | $2.7M |
| Cadence Bank | 0.19% | New | 28,612 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +8.0% | 28,571 | $2.7M |
| Alaska Permanent Capital Management, LLC | 0.22% | New | 28,429 | $2.7M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +0.3% | 28,434 | $2.7M |
| Atlas Brown,Inc. | 0.93% | Reduce -19.1% | 28,141 | $2.7M |
| Alterna Wealth Management, Inc. | 2.42% | Reduce -14.4% | 28,136 | $2.7M |
| Strategies Wealth Advisors, LLC | 0.36% | Reduce -4.7% | 28,124 | $2.7M |
| Evanson Asset Management, LLC | 0.19% | Add +0.0% | 28,036 | $2.7M |
| Private Trust Co. NA | 0.27% | Reduce -2.6% | 27,924 | $2.7M |
| Rhumbline Advisers | 0.00% | No change | 27,880 | $2.7M |
| VestGen Investment Management | 0.73% | Reduce -5.5% | 27,280 | $2.6M |
| Turtle Creek Wealth Advisors, LLC | 0.52% | Reduce -2.6% | 27,268 | $2.6M |
| Certified Advisory Corp | 0.29% | Reduce -0.3% | 27,213 | $2.6M |
| waypoint wealth counsel | 1.76% | Add +0.3% | 27,183 | $2.6M |
| Rossmore Private Capital | 0.32% | No change | 27,172 | $2.6M |
| Institute for Wealth Management, LLC. | 0.33% | Add +3.0% | 27,094 | $2.6M |
| Essex Financial Services, Inc. | 0.19% | Reduce -15.5% | 26,383 | $2.6M |
| Sound Income Strategies, LLC | 0.17% | Add +2.2% | 26,920 | $2.6M |
| Pathway Financial Advisors LLC | 0.66% | Reduce -1.2% | 26,825 | $2.6M |
| Corundum Group, Inc. | 1.17% | No change | 26,765 | $2.6M |
| First Western Trust Bank | 0.12% | Reduce -1.1% | 26,705 | $2.6M |
| Kingsview Wealth Management, LLC | 0.05% | Add +6.8% | 26,642 | $2.6M |
| Prosperity Planning, Inc. | 1.12% | Reduce -0.8% | 26,223 | $2.5M |
| Bailard, Inc. | 0.07% | Reduce -0.6% | 26,221 | $2.5M |
| Boston Family Office LLC | 0.17% | Add +0.4% | 26,064 | $2.5M |
| Montecito Bank & Trust | 0.42% | Reduce -0.3% | 26,039 | $2.5M |
| Key Financial Inc | 0.55% | No change | 26,018 | $2.5M |
| Intrust Bank NA | 0.25% | Add +0.3% | 25,967 | $2.5M |
| BCU Wealth Advisors, LLC | 1.48% | Add +2.5% | 25,905 | $2.5M |
| Dentgroup LLC | 1.84% | Reduce -1.8% | 25,715 | $2.5M |
| First Commonwealth Financial Corp | 0.59% | Add +8.4% | 25,694 | $2.5M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -5.0% | 25,640 | $2.5M |
| Bernardo Wealth Planning LLC | 0.59% | Add +0.7% | 25,241 | $2.4M |
| Sovereign Financial Group, Inc. | 0.57% | Reduce -4.3% | 25,546 | $2.4M |
| Roman Butler Fullerton & Co. | 0.74% | Add +10.3% | 25,223 | $2.4M |
| Northwest Bancshares, Inc. | 0.41% | Reduce -2.5% | 25,439 | $2.4M |
| Elios Financial Group Inc. | 1.12% | — | 25,324 | $2.4M |
| Choate Investment Advisors | 0.06% | Reduce -0.0% | 24,887 | $2.4M |
| Breakwater Capital Group | 0.48% | Add +0.0% | 24,876 | $2.4M |
| Optivise Advisory Services LLC | 1.24% | Add +3.5% | 24,641 | $2.4M |
| Sutton Place Investors LLC | 1.43% | Reduce -1.3% | 24,499 | $2.3M |
| Retirement Income Solutions, Inc. | 0.53% | No change | 24,073 | $2.3M |
| First Trust Advisors LP | 0.00% | Reduce -7.6% | 23,903 | $2.3M |
| Evensky & Katz LLC | 0.15% | Reduce -0.4% | 23,793 | $2.3M |
| Meridian Wealth Advisors, LLC | 0.38% | Add +0.1% | 23,770 | $2.3M |
| Lane & Associates LLC | 1.24% | Add +0.6% | 23,706 | $2.3M |
| Gries Financial LLC | 0.42% | Reduce -28.2% | 23,508 | $2.3M |
| Schechter Investment Advisors, LLC | 0.17% | No change | 23,415 | $2.2M |
| Ballentine Partners, LLC | 0.04% | Add +5.3% | 23,224 | $2.2M |
| HBK Sorce Advisory LLC | 0.07% | Add +0.0% | 23,072 | $2.2M |
| CCG Wealth Management, LLC | 1.22% | Reduce -0.7% | 22,760 | $2.2M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | No change | 22,722 | $2.2M |
| Harvest Investment Services, LLC | 0.69% | Reduce -10.0% | 22,703 | $2.2M |
| Earned Wealth Advisors, LLC | 0.66% | Reduce -2.3% | 22,534 | $2.2M |
| Bessemer Group Inc. | 0.00% | No change | 22,527 | $2.2M |
| Quadrant Capital Group LLC | 0.15% | No change | 22,474 | $2.2M |
| Alerus Financial NA | 0.16% | No change | 22,464 | $2.2M |
| Emergent Wealth Advisors, LLC | 1.56% | Add +206.6% | 22,045 | $2.1M |
| Forum Financial Management, LP | 0.04% | Reduce -0.3% | 22,039 | $2.1M |
| Carolinas Wealth Consulting LLC | 0.38% | Add +2.5% | 21,959 | $2.1M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -7.4% | 21,827 | $2.1M |
| Iams Wealth Management, LLC | 1.02% | Add +18.0% | 21,767 | $2.1M |
| Saxony Capital Management, LLC | 1.91% | Add +19.5% | 21,765 | $2.1M |
| Klaas Financial Asset Advisors, LLC | 0.36% | Reduce -6.7% | 21,762 | $2.1M |
| Stablepoint Partners, LLC | 0.38% | Reduce -4.1% | 21,662 | $2.1M |
| WealthPlan Investment Management, LLC | 0.21% | Add +563.5% | 21,617 | $2.1M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -12.3% | 21,580 | $2.1M |
| Procyon Advisors, LLC | 0.14% | Reduce -0.4% | 21,542 | $2.1M |
| Hutchens & Kramer Investment Management Group, LLC | 1.14% | Add +21.0% | 21,802 | $2.1M |
| Custos Family Office, LLC | 0.74% | Reduce -0.7% | 21,458 | $2.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Add +18.9% | 21,417 | $2.1M |
| LifePlan Investment Advisors, Inc. | 1.31% | Add +3.7% | 21,364 | $2.0M |
| Raleigh Capital Management Inc. | 0.79% | Reduce -7.2% | 21,285 | $2.0M |
| Joel Isaacson & Co., LLC | 0.10% | Add +20.1% | 21,277 | $2.0M |
| Leslie Global Wealth, LLC | 0.99% | Add +104.8% | 21,259 | $2.0M |
| Pinnacle Financial Group, LLC / IL | 0.80% | Add +1.1% | 21,254 | $2.0M |
| Arete Wealth Advisors, LLC | 0.17% | Reduce -21.7% | 21,328 | $2.0M |
| Client 1ST Advisory Group, LLC | 0.81% | Add +47.0% | 21,234 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -34.7% | 21,187 | $2.0M |
| Operose Advisors LLC | 0.65% | Add +34.3% | 21,038 | $2.0M |
| WMS Partners, LLC | 0.11% | No change | 20,947 | $2.0M |
| Curtis Advisory Group, LLC | 0.57% | Add +3.2% | 20,907 | $2.0M |
| Cornerstone Wealth Management, LLC | 0.14% | Reduce -0.5% | 20,745 | $2.0M |
| Regimen Wealth, LLC | 0.64% | Reduce -1.1% | 20,637 | $2.0M |
| WR Wealth Planners, LLC | 0.55% | Add +504.6% | 20,610 | $2.0M |
| Marks Group Wealth Management, Inc | 0.19% | Add +0.0% | 20,458 | $2.0M |
| Manchester Capital Management LLC | 0.23% | Reduce -0.2% | 20,421 | $2.0M |
| OMNI 360 Wealth, Inc. | 1.34% | Add +15.2% | 20,420 | $2.0M |
| Etfidea, LLC | 0.62% | Reduce -4.2% | 20,332 | $1.9M |
| Kaydan Wealth Management, Inc. | 0.57% | Add +1.4% | 20,278 | $1.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.29% | No change | 20,200 | $1.9M |
| Heritage Financial Services, LLC | 0.26% | Reduce -0.6% | 20,036 | $1.9M |
| Freestone Capital Holdings, LLC | 0.07% | Add +200.9% | 20,028 | $1.9M |
| Bowman & Co S.C. | 1.01% | Reduce -0.5% | 20,023 | $1.9M |
| Cornell Pochily Investment Advisors, Inc. | 0.66% | Add +1.9% | 19,957 | $1.9M |
| Marietta Wealth Management, LLC | 0.28% | Reduce -0.0% | 19,934 | $1.9M |
| WESPAC Advisors, LLC | 1.41% | Reduce -6.2% | 19,894 | $1.9M |
| Idaho Trust Co | 0.92% | Reduce -9.7% | 19,861 | $1.9M |
| Bensler, LLC | 0.24% | Add +0.0% | 19,820 | $1.9M |
| LPWM LLC | 0.62% | Reduce -12.2% | 19,915 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -5.2% | 19,602 | $1.9M |
| First Command Advisory Services, Inc. | 0.02% | Add +1.8% | 19,255 | $1.8M |
| Confluence Wealth Services, Inc. | 0.13% | Reduce -2.0% | 19,148 | $1.8M |
| Keystone Wealth Services, LLC | 0.50% | Add +17.8% | 19,042 | $1.8M |
| Burke & Herbert Bank & Trust Co. | 0.42% | Reduce -1.1% | 19,006 | $1.8M |
| Tsfg, LLC | 0.40% | Reduce -1.7% | 18,964 | $1.8M |
| Whitcomb & Hess, Inc. | 0.54% | Reduce -11.1% | 18,921 | $1.8M |
| Arax Advisory Partners | 0.16% | Add +295.3% | 18,901 | $1.8M |
| Uptick Partners, LLC | 0.76% | Add +46.4% | 18,801 | $1.8M |
| American Investment Services, Inc. | 0.30% | Reduce -0.4% | 18,725 | $1.8M |
| McNaughton Wealth Management, LLC | 0.87% | Add +7.1% | 18,605 | $1.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.36% | No change | 18,590 | $1.8M |
| Sprinkle Financial Consultants LLC | 1.25% | Reduce -0.3% | 18,287 | $1.8M |
| Perennial Investment Advisors, LLC | 0.23% | Add +4.8% | 18,250 | $1.7M |
| Fortis Capital Advisors, LLC | 0.58% | Add +2.5% | 18,247 | $1.7M |
| Crestwood Advisors Group, LLC | 0.03% | No change | 18,138 | $1.7M |
| HM Payson & Co. | 0.03% | Reduce -11.2% | 18,020 | $1.7M |
| Essex Bank | 0.43% | No change | 18,011 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.11% | Reduce -24.1% | 17,867 | $1.7M |
| Beacon Financial Advisory LLC | 0.58% | Reduce -7.9% | 17,832 | $1.7M |
| First National Bank & Trust Co. of Newtown | 0.33% | Add +0.7% | 17,821 | $1.7M |
| Aspire Private Capital, LLC | 0.40% | Add +1.0% | 17,614 | $1.7M |
| EWG Elevate Inc. | 0.67% | Reduce -68.0% | 17,550 | $1.7M |
| Merkkuri Wealth Advisors LLC | 1.32% | Add +23.5% | 17,456 | $1.7M |
| Syntegra Private Wealth Group, LLC | 0.19% | Reduce -5.8% | 17,436 | $1.7M |
| Bellwether Advisors, LLC | 0.32% | Add +2.6% | 17,420 | $1.7M |
| Market Street Wealth Management Advisors LLC | 0.27% | No change | 17,357 | $1.7M |
| Absolute Capital Management, LLC | 0.98% | Reduce -8.7% | 17,295 | $1.7M |
| Mgo One Seven LLC | 0.07% | Add +8.9% | 17,261 | $1.7M |
| RHS Financial, LLC | 0.83% | Reduce -1.9% | 17,179 | $1.6M |
| Vanguard Group Inc. | 0.00% | Add +13.7% | 17,147 | $1.6M |
| Awm Capital, LLC | 0.20% | No change | 17,119 | $1.6M |
| PACK Private Wealth, LLC | 0.93% | Reduce -0.4% | 17,061 | $1.6M |
| Navis Wealth Advisors, LLC | 1.77% | Add +0.1% | 17,010 | $1.6M |
| SpiderRock Advisors, LLC | 0.03% | Add +9.8% | 16,914 | $1.6M |
| NewEdge Wealth, LLC | 0.03% | Add +41.9% | 16,907 | $1.6M |
| Aspire Wealth Management Corp | 0.87% | Reduce -4.1% | 16,882 | $1.6M |
| Alta Wealth Advisors LLC | 0.73% | Add +0.5% | 16,783 | $1.6M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -4.1% | 16,781 | $1.6M |
| Flputnam Investment Management Co. | 0.03% | Add +2.9% | 16,728 | $1.6M |
| ETF Portfolio Partners, Inc. | 0.47% | Reduce -48.1% | 16,724 | $1.6M |
| Next Level Private LLC | 0.65% | Add +0.1% | 16,691 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Add +11.8% | 16,684 | $1.6M |
| Fiduciary Alliance LLC | 0.21% | Reduce -1.1% | 16,640 | $1.6M |
| First Foundation Advisors | 0.06% | Add +7.3% | 16,636 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -2.8% | 16,629 | $1.6M |
| Hall Kathryn A. | 0.33% | No change | 16,556 | $1.6M |
| International Assets Investment Management, LLC | 0.13% | Add +9.3% | 16,551 | $1.6M |
| Insight Advisors, LLC/ PA | 0.28% | Add +0.2% | 16,517 | $1.6M |
| Resurgent Financial Advisors LLC | 0.93% | Reduce -7.5% | 16,493 | $1.6M |
| Pinnacle Bancorp, Inc. | 0.42% | Add +80.9% | 16,352 | $1.6M |
| Grey Ledge Advisors, LLC | 0.40% | Reduce -0.5% | 16,309 | $1.6M |
| First National Trust Co | 0.06% | Reduce -0.3% | 16,304 | $1.6M |
| SlateStone Wealth, LLC | 0.14% | Reduce -1.0% | 16,244 | $1.6M |
| CENTRAL TRUST Co | 0.04% | Add +2.8% | 16,210 | $1.6M |
| White Pine Capital LLC | 0.53% | Add +0.9% | 16,174 | $1.5M |
| Tudor Investment Corporation | 0.02% | New | 16,017 | $1.5M |
| Waters Parkerson & Co., LLC | 0.08% | Add +300.0% | 16,000 | $1.5M |
| Marino, Stram & Associates LLC | 0.34% | Reduce -1.1% | 15,894 | $1.5M |
| First Personal Financial Services | 0.32% | Add +0.6% | 15,790 | $1.5M |
| Evolution Wealth Advisors, LLC | 0.27% | Add +167.3% | 15,755 | $1.5M |
| GYL Financial Synergies, LLC | 0.11% | Reduce -0.9% | 15,716 | $1.5M |
| Alpha Cubed Investments, LLC | 0.07% | No change | 15,619 | $1.5M |
| Fiducient Advisors LLC | 0.17% | Add +2.5% | 15,618 | $1.5M |
| Legacy Advisors, LLC | 0.16% | No change | 15,552 | $1.5M |
| REDW Wealth LLC | 0.38% | No change | 15,538 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.31% | Reduce -20.4% | 15,480 | $1.5M |
| Venture Visionary Partners LLC | 0.07% | Add +4.5% | 15,449 | $1.5M |
| Clarity Asset Management, Inc. | 1.02% | Reduce -3.1% | 15,396 | $1.5M |
| Atlantic Edge Private Wealth Management, LLC | 0.45% | Add +0.7% | 15,382 | $1.5M |
| Dominguez Wealth Management Solutions, Inc. | 1.06% | Add +1.9% | 15,362 | $1.5M |
| Empower Advisory Group, LLC | 0.01% | Reduce -17.2% | 15,304 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +46.2% | 15,311 | $1.5M |
| Catalina Capital Group, LLC | 0.49% | Add +9.4% | 15,072 | $1.4M |
| Eagle Strategies LLC | 0.26% | No change | 14,969 | $1.4M |
| Inspirion Wealth Advisors, LLC | 0.20% | Reduce -4.6% | 14,967 | $1.4M |
| Advisors Capital Management, LLC | 0.02% | Reduce -45.8% | 14,930 | $1.4M |
| Capital Square, LLC | 0.86% | Add +2.3% | 14,870 | $1.4M |
| Howard Capital Management Group, LLC | 0.10% | No change | 14,850 | $1.4M |
| Westmount Partners, LLC | 0.43% | Add +0.0% | 14,831 | $1.4M |
| Balboa Wealth Partners | 0.35% | Reduce -3.8% | 14,806 | $1.4M |
| FinTrust Capital Advisors, LLC | 0.24% | Reduce -6.4% | 14,678 | $1.4M |
| AtlasMark Financial, Inc | 1.30% | — | 14,649 | $1.4M |
| Royal Fund Management, LLC | 0.10% | Reduce -72.3% | 14,610 | $1.4M |
| Integrated Investment Consultants, LLC | 0.30% | Add +10.6% | 14,521 | $1.4M |
| Signaturefd, LLC | 0.03% | Reduce -0.3% | 14,513 | $1.4M |
| Cornerstone Advisory, LLC | 0.18% | Reduce -0.4% | 14,450 | $1.4M |
| New England Private Wealth Advisors LLC | 0.22% | Add +0.1% | 14,408 | $1.4M |
| Progressive Investment Management Corp | 0.35% | No change | 14,400 | $1.4M |
| Cambridge Capital Management, LLC | 0.91% | Reduce -1.0% | 14,380 | $1.4M |
| JMG Financial Group, Ltd. | 0.05% | Add +45.4% | 14,334 | $1.4M |
| Blankinship & Foster, LLC | 0.33% | No change | 14,298 | $1.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.13% | Reduce -28.8% | 14,221 | $1.4M |
| Tiemann Investment Advisors, LLC | 0.58% | Reduce -2.1% | 14,122 | $1.4M |
| BBR Partners, LLC | 0.10% | No change | 14,102 | $1.4M |
| Chapin Davis, Inc. | 0.44% | Add +0.0% | 14,059 | $1.3M |
| Kessler Investment Group, LLC | 0.68% | Reduce -11.3% | 13,884 | $1.3M |
| Sandbox Financial Partners, LLC | 0.47% | Reduce -0.3% | 13,873 | $1.3M |
| Beacon Bridge Wealth Partners, LLC | 0.57% | Reduce -1.5% | 13,863 | $1.3M |
| McDonough Capital Management, Inc | 0.91% | No change | 13,840 | $1.3M |
| Fermata Advisors, LLC | 0.27% | Add +1.1% | 13,827 | $1.3M |
| Kennicott Capital Management LLC | 0.50% | No change | 13,748 | $1.3M |
| Personal Cfo Solutions, LLC | 0.18% | Add +5.7% | 13,691 | $1.3M |
| Brass Tax Wealth Management, Inc. | 0.28% | Add +0.3% | 13,683 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -1.4% | 13,679 | $1.3M |
| Elevated Capital Advisors, LLC | 0.35% | New | 13,655 | $1.3M |
| 9258 Wealth Management, LLC | 0.19% | Reduce -10.7% | 13,645 | $1.3M |
| RiverFront Investment Group, LLC | 0.03% | Add +1.1% | 13,547 | $1.3M |
| World Equity Group, Inc. | 0.47% | Add +81.4% | 13,535 | $1.3M |
| Chicago Partners Investment Group LLC | 0.05% | Add +4.8% | 13,427 | $1.3M |
| SOL Capital Management CO | 0.14% | Reduce -0.2% | 13,424 | $1.3M |
| Bank of Hawaii | 0.05% | Reduce -2.2% | 13,397 | $1.3M |
| Summit Financial Strategies, Inc. | 0.14% | No change | 13,392 | $1.3M |
| Able Wealth Management LLC | 0.97% | Reduce -0.3% | 13,348 | $1.3M |
| Veracity Capital LLC | 0.49% | Reduce -2.1% | 13,335 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | Add +44.4% | 13,330 | $1.3M |
| Clear Investment Research, LLC | 1.66% | Add +4.3% | 13,298 | $1.3M |
| Obsidian Cio, LLC | 0.27% | Add +0.5% | 13,287 | $1.3M |
| Pinion Investment Advisors, LLC | 0.53% | Add +291.5% | 13,275 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +21.0% | 12,995 | $1.3M |
| Cooper Financial Group | 0.16% | Add +120.7% | 13,266 | $1.3M |
| Gemmer Asset Management LLC | 0.13% | Add +36.7% | 13,226 | $1.3M |
| Highland Capital Management, LLC | 0.07% | Add +27.0% | 13,195 | $1.3M |
| Washington Trust Bank | 0.12% | Add +118.4% | 13,194 | $1.3M |
| Boston Financial Mangement LLC | 0.04% | Reduce -1.1% | 13,102 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.10% | Add +1.5% | 13,039 | $1.2M |
| Arcadia Investment Advisors LLC | 0.67% | No change | 13,017 | $1.2M |
| First County Bank | 0.61% | Reduce -0.9% | 13,006 | $1.2M |
| Sound View Wealth Advisors Group, LLC | 0.10% | Add +13.0% | 13,006 | $1.2M |
| LTG Capital LLC | 1.03% | Reduce -3.9% | 12,990 | $1.2M |
| Two Sigma Securities, LLC | 0.10% | Add +474.0% | 12,979 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +5.0% | 12,948 | $1.2M |
| SK Wealth Management, LLC | 0.63% | — | 11,826 | $1.2M |
| Union Savings Bank | 0.60% | Reduce -0.5% | 12,775 | $1.2M |
| Riversedge Advisors, LLC | 0.28% | Add +0.1% | 12,725 | $1.2M |
| Accelerate Investment Advisors LLC | 1.19% | — | 12,679 | $1.2M |
| Cadinha & Co. LLC | 0.21% | Reduce -11.1% | 12,655 | $1.2M |
| Semmax Financial Advisors Inc. | 0.33% | Add +0.7% | 11,956 | $1.2M |
| 1ST Source Bank | 0.07% | Reduce -3.1% | 12,538 | $1.2M |
| Clayton Financial Group LLC | 0.45% | Reduce -0.2% | 12,494 | $1.2M |
| Sendero Wealth Management, LLC | 0.19% | No change | 12,358 | $1.2M |
| CVA Family Office, LLC | 0.19% | No change | 12,315 | $1.2M |
| Enclave Advisors LLC | 0.20% | — | 12,216 | $1.2M |
| Wealthstream Advisors, Inc. | 0.21% | No change | 12,130 | $1.2M |
| Claro Advisors Inc. | 0.15% | Reduce -11.2% | 12,088 | $1.2M |
| Councilor Wealth, LLC | 0.56% | Add +0.1% | 12,053 | $1.2M |
| MKT Advisors LLC | 0.54% | No change | 12,177 | $1.2M |
| Processus Wealth & Capital Management, LLC | 0.94% | Reduce -3.7% | 11,964 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.33% | Reduce -0.4% | 11,918 | $1.1M |
| TCV Trust & Wealth Management, Inc. | 0.10% | Reduce -11.5% | 11,796 | $1.1M |
| Canopy Partners, LLC | 0.49% | Reduce -1.6% | 11,783 | $1.1M |
| LifeSteps Financial, Inc. | 0.88% | No change | 11,767 | $1.1M |
| First Nebraska Trust Co | 0.11% | Add +0.7% | 11,712 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +5.2% | 11,707 | $1.1M |
| Oxinas Partners, LLC | 0.68% | Reduce -53.3% | 11,671 | $1.1M |
| Lifeworks Advisors, LLC | 0.22% | Add +0.7% | 11,608 | $1.1M |
| Texas Yale Capital Corp. | 0.05% | No change | 11,600 | $1.1M |
| Evoke Wealth, LLC | 0.03% | Add +258.9% | 11,553 | $1.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.60% | Add +1.4% | 11,550 | $1.1M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | Reduce -0.9% | 11,489 | $1.1M |
| Argent Advisors, Inc. | 0.41% | Reduce -12.6% | 11,481 | $1.1M |
| Moss Adams Wealth Advisors LLC | 0.12% | New | 11,468 | $1.1M |
| Flagship Private Wealth, LLC | 0.56% | No change | 11,428 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Reduce -2.9% | 11,261 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.78% | No change | 11,208 | $1.1M |
| Old Port Advisors | 0.30% | Reduce -3.6% | 11,134 | $1.1M |
| Brasada Capital Management, LP | 0.19% | No change | 11,268 | $1.1M |
| C2C Wealth Management, LLC | 0.99% | Add +3.3% | 11,204 | $1.1M |
| CFM Wealth Partners LLC | 0.19% | Add +3.0% | 11,114 | $1.1M |
| Simmons Bank | 0.08% | No change | 11,113 | $1.1M |
| Maiden Cove Capital, LLC | 1.66% | Add +213.6% | 11,099 | $1.1M |
| Focused Wealth Management, Inc | 0.14% | Add +0.1% | 11,083 | $1.1M |
| Tritonpoint Wealth, LLC | 0.10% | No change | 11,083 | $1.1M |
| First National Bank Sioux Falls | 0.48% | Reduce -60.4% | 11,012 | $1.1M |
| Sterling Investment Advisors LLC | 0.59% | Reduce -9.0% | 11,011 | $1.1M |
| Parkside Financial Bank & Trust | 0.15% | Reduce -7.8% | 10,984 | $1.1M |
| Summit X, LLC | 0.26% | Reduce -10.0% | 11,355 | $1.1M |
| Aveo Capital Partners, LLC | 0.11% | Reduce -2.8% | 10,968 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +27.0% | 10,943 | $1.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.22% | Reduce -10.2% | 10,943 | $1.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.41% | Reduce -21.7% | 10,896 | $1.0M |
| 49 Wealth Management, LLC | 0.17% | Add +33.0% | 10,880 | $1.0M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -3.9% | 10,859 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Reduce -1.8% | 10,856 | $1.0M |
| Taylor Financial Group, Inc. | 0.72% | No change | 10,856 | $1.0M |
| Net Worth Advisory Group | 0.31% | — | 10,759 | $1.0M |
| Ullmann Wealth Partners Group, LLC | 0.13% | Add +145.8% | 10,756 | $1.0M |
| Hollencrest Capital Management | 0.04% | No change | 10,645 | $1.0M |
| Kovack Advisors, Inc. | 0.11% | Add +147.4% | 10,615 | $1.0M |
| Stockman Wealth Management, Inc. | 0.16% | No change | 10,493 | $1.0M |
| Pacific Sun Financial Corp | 0.54% | No change | 10,314 | $988K |
| Lantern Wealth Advisors, LLC | 0.68% | Add +52.9% | 10,300 | $986K |
| Rothschild Investment LLC | 0.06% | Reduce -27.4% | 10,300 | $986K |
| IFG Advisors, LLC | 0.21% | Add +2.7% | 10,298 | $986K |
| Wedmont Private Capital | 0.06% | Add +0.8% | 10,411 | $985K |
| Payden & Rygel | 0.08% | Add +672.6% | 102,801 | $984K |
| Private Wealth Management Group, LLC | 0.39% | No change | 10,264 | $983K |
| Provenance Wealth Advisors, LLC | 0.12% | Reduce -0.1% | 10,260 | $982K |
| Legacy Edge Advisors, LLC | 0.16% | Reduce -6.3% | 10,253 | $982K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -6.1% | 10,066 | $977K |
| Moneco Advisors, LLC | 0.12% | Reduce -1.4% | 10,180 | $975K |
| Old Mission Capital LLC | 0.02% | New | 10,158 | $973K |
| Cassaday & Co Wealth Management LLC | 0.03% | Reduce -0.4% | 10,143 | $971K |
| Game Plan Financial Advisors, LLC | 0.52% | Reduce -5.6% | 10,136 | $971K |
| TL Private Wealth | 0.43% | Add +0.1% | 10,224 | $968K |
| Planning Center, Inc. | 0.12% | No change | 10,037 | $961K |
| Aprio Wealth Management, LLC | 0.15% | No change | 10,027 | $960K |
| Security National Bank | 0.13% | No change | 10,025 | $960K |
| Sage Mountain Advisors LLC | 0.08% | Add +62.3% | 10,009 | $958K |
| River Street Advisors LLC | 0.52% | Add +17.4% | 9,981 | $956K |
| Capital Planning Advisors, LLC | 0.14% | No change | 9,957 | $953K |
| Dimension Capital Management LLC | 0.18% | Reduce -2.6% | 9,940 | $952K |
| Laffer Tengler Investments, Inc. | 0.23% | No change | 9,937 | $951K |
| Lakeridge Wealth Management LLC | 0.52% | Add +0.5% | 9,930 | $951K |
| Semus Wealth Partners LLC | 0.67% | Add +25.8% | 9,929 | $951K |
| LexAurum Advisors, LLC | 0.21% | Add +9.9% | 9,904 | $948K |
| LongView Wealth Management | 0.30% | Reduce -0.4% | 9,841 | $942K |
| Clark Capital Management Group, Inc. | 0.01% | Add +338.8% | 9,829 | $941K |
| Stock Yards Bank & Trust Co. | 0.03% | Add +0.3% | 9,786 | $937K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -2.5% | 9,943 | $937K |
| Eaton-Cambridge Inc. | 0.44% | No change | 9,739 | $933K |
| Robinson Smith Wealth Advisors LLC | 0.79% | No change | 9,736 | $932K |
| Lloyd Advisory Services, LLC. | 0.45% | Reduce -11.7% | 9,721 | $931K |
| Tarbox Family Office, Inc. | 0.15% | Add +0.1% | 9,697 | $929K |
| Planned Solutions, Inc. | 0.38% | Add +1.5% | 9,696 | $928K |
| Consilio Wealth Advisors, LLC | 0.38% | Add +0.1% | 9,675 | $926K |
| One Day In July LLC | 0.10% | Add +0.9% | 9,659 | $925K |
| FWG Investments, LLC. | 0.80% | Add +4.6% | 9,650 | $924K |
| Atticus Wealth Management, LLC | 0.30% | Reduce -1.9% | 9,617 | $921K |
| Seneca House Advisors | 0.39% | No change | 9,550 | $914K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -39.7% | 9,498 | $909K |
| Tompkins Financial Corp. | 0.09% | Reduce -0.8% | 9,468 | $907K |
| Oakworth Capital, Inc. | 0.06% | Add +19.6% | 9,430 | $903K |
| Empirical Asset Management, LLC | 0.32% | Reduce -7.0% | 9,420 | $902K |
| Beacon Financial Group | 0.10% | Add +12.8% | 9,420 | $902K |
| CNB Bank | 0.42% | No change | 9,400 | $900K |
| KWB Wealth | 0.12% | No change | 9,709 | $898K |
| Bison Wealth, LLC | 0.14% | Reduce -24.6% | 9,382 | $898K |
| Burns J W & Co. Inc. | 0.12% | No change | 9,362 | $896K |
| All Season Financial Advisors, Inc. | 0.76% | Reduce -0.3% | 9,356 | $896K |
| Sigma Investment Counselors Inc. | 0.05% | Add +1.0% | 9,314 | $892K |
| Garde Capital, Inc. | 0.06% | No change | 9,304 | $891K |
| Aaron Wealth Advisors LLC | 0.11% | No change | 9,253 | $886K |
| Sage Financial Management Group, Inc. | 0.34% | New | 9,188 | $880K |
| Verum Partners LLC | 0.26% | Add +0.1% | 9,187 | $880K |
| Benjamin Edwards Inc. | 0.01% | New | 9,176 | $879K |
| LGT Financial Advisors LLC | 2.16% | Add +6.7% | 9,149 | $876K |
| Little House Capital LLC | 0.25% | No change | 9,141 | $875K |
| JNBA Financial Advisors | 0.09% | Reduce -3.2% | 9,136 | $875K |
| Watershed Private Wealth LLC | 0.35% | Reduce -21.3% | 9,134 | $875K |
| Community Bank, N.A. | 0.11% | No change | 9,100 | $871K |
| Crescent Grove Advisors, LLC | 0.09% | No change | 9,090 | $870K |
| NorthLanding Financial Partners, LLC | 0.86% | Reduce -0.3% | 9,077 | $869K |
| First Citizens Financial Corp | 0.46% | Add +8.8% | 9,074 | $869K |
| Summit Financial, LLC | 0.03% | Add +81.4% | 9,047 | $866K |
| SOA Wealth Advisors, LLC. | 0.16% | Add +0.1% | 9,004 | $862K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +0.0% | 8,995 | $861K |
| Nicolet Advisory Services, LLC | 0.08% | Add +51.6% | 9,081 | $859K |
| Fernwood Investment Management, LLC | 0.28% | Add +1.7% | 8,926 | $855K |
| Reynders McVeigh Capital Management, LLC | 0.05% | No change | 8,895 | $852K |
| Betterment LLC | 0.00% | Add +1.6% | 8,893 | $852K |
| FSM Wealth Advisors, LLC | 0.23% | No change | 8,878 | $850K |
| Angeles Wealth Management, LLC | 0.07% | New | 8,850 | $847K |
| Lake Street Advisors Group, LLC | 0.04% | Add +1.1% | 8,848 | $847K |
| Montag A & Associates Inc. | 0.04% | No change | 8,835 | $846K |
| MCF Advisors LLC | 0.06% | Reduce -9.0% | 8,835 | $846K |
| Arbor Investment Advisors, LLC | 0.11% | No change | 8,811 | $844K |
| American Financial Advisors, LLC | 0.12% | Reduce -5.3% | 8,807 | $843K |
| Thrive Wealth Management, LLC | 0.15% | Add +0.0% | 8,794 | $842K |
| NBT Bank, N.A. | 0.06% | Reduce -1.2% | 8,756 | $838K |
| Forte Asset Management LLC | 0.45% | Add +36.7% | 8,750 | $838K |
| Accurate Wealth Management, LLC | 0.17% | Add +172.8% | 8,660 | $838K |
| West Coast Financial LLC | 0.09% | Add +1.8% | 8,734 | $836K |
| Proactive Wealth Strategies LLC | 0.46% | — | 8,725 | $835K |
| Bogart Wealth, LLC | 0.04% | Add +1.8% | 8,677 | $831K |
| TFB Advisors LLC | 0.25% | Add +2.2% | 8,669 | $830K |
| Fiduciary Trust Co | 0.01% | Add +3.6% | 8,665 | $830K |
| CWA Asset Management Group, LLC | 0.04% | — | 8,619 | $825K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -12.2% | 8,585 | $822K |
| Tempus Wealth Planning, LLC | 0.30% | Add +91.8% | 8,568 | $820K |
| Manhattan West Asset Management, LLC | 0.21% | Reduce -2.2% | 8,545 | $818K |
| City Holding Co. | 0.11% | Reduce -1.4% | 8,544 | $818K |
| 4J Wealth Management LLC | 0.63% | No change | 8,488 | $813K |
| Presidio Capital Management, LLC | 0.52% | Reduce -9.3% | 8,472 | $811K |
| Foster Dykema Cabot & Partners, LLC | 0.07% | Add +16.6% | 8,457 | $810K |
| ProVise Management Group, LLC | 0.06% | Reduce -6.1% | 8,416 | $806K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +1.8% | 8,410 | $805K |
| LaSalle St. Investment Advisors, LLC | 0.31% | New | 8,316 | $796K |
| Hazlett, Burt & Watson, Inc. | 0.36% | Add +16.4% | 8,263 | $792K |
| Wallington Asset Management, LLC | 0.11% | No change | 8,270 | $792K |
| Larson Financial Group LLC | 0.04% | Reduce -69.4% | 8,245 | $789K |
| Journey Strategic Wealth LLC | 0.03% | Add +29.1% | 8,215 | $787K |
| Millennium Management | 0.00% | Reduce -17.1% | 8,214 | $786K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | New | 8,205 | $786K |
| New Republic Capital, LLC | 0.45% | Reduce -8.0% | 8,193 | $785K |
| Neuberger Berman Group LLC | 0.00% | Add +9.1% | 8,192 | $784K |
| Bare Financial Services, Inc | 0.32% | Reduce -6.1% | 8,180 | $783K |
| Lakeshore Financial Planning, Inc. | 0.34% | New | 8,166 | $782K |
| Salem Investment Counselors Inc. | 0.02% | No change | 8,165 | $782K |
| All Terrain Financial Advisors, LLC | 0.30% | Reduce -12.4% | 8,164 | $782K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.19% | Reduce -14.1% | 8,160 | $781K |
| Financial Partners Group, Inc | 0.11% | Add +0.3% | 8,101 | $776K |
| Shepherd Kaplan Krochuk, LLC | 0.59% | Add +2.1% | 8,101 | $776K |
| J. Goldman & Co LP | 0.03% | New | 8,091 | $775K |
| Albion Financial Group | 0.05% | Add +10.4% | 8,056 | $771K |
| Herold Advisors, Inc. | 0.17% | Add +49.9% | 8,042 | $770K |
| First Interstate Bank | 0.05% | No change | 8,034 | $769K |
| Weaver Consulting Group | 0.24% | Add +0.1% | 8,016 | $768K |
| Meridian Wealth Management, LLC | 0.04% | New | 8,008 | $767K |
| Neumann Capital Management, LLC | 0.25% | No change | 8,000 | $766K |
| GAMCO Investors | 0.01% | No change | 8,000 | $766K |
| Fulcrum Equity Management | 0.64% | Reduce -63.8% | 7,973 | $763K |
| Curated Wealth Partners LLC | 0.10% | No change | 7,965 | $763K |
| RDA Financial Network | 0.24% | Add +166.1% | 7,959 | $762K |
| Total Clarity Wealth Management, Inc. | 0.24% | Reduce -6.1% | 7,934 | $760K |
| TAP Consulting, LLC | 0.15% | Add +0.1% | 7,916 | $758K |
| Bank of New Hampshire | 0.19% | Reduce -2.5% | 7,867 | $753K |
| Ironwood Investment Counsel, LLC | 0.13% | No change | 7,852 | $752K |
| Azimuth Capital Investment Management LLC | 0.03% | Add +0.7% | 7,849 | $752K |
| Burkett Financial Services, LLC | 0.31% | Reduce -26.0% | 7,839 | $751K |
| Dakota Wealth Management | 0.02% | Reduce -0.9% | 7,838 | $751K |
| Fidelis Capital Partners, LLC | 0.09% | No change | 7,771 | $750K |
| Tidemark, LLC | 0.31% | Add +0.1% | 7,814 | $748K |
| Rockwood Wealth Management, LLC | 0.08% | Reduce -66.7% | 7,765 | $743K |
| Sageworth Trust Co | 0.04% | No change | 7,764 | $743K |
| Foguth Wealth Management, LLC. | 0.27% | Reduce -9.6% | 7,666 | $737K |
| Welch & Forbes LLC | 0.01% | No change | 7,689 | $736K |
| Aurora Private Wealth, Inc. | 0.58% | Add +0.0% | 7,675 | $735K |
| HMS Capital Management, LLC | 0.36% | No change | 7,610 | $729K |
| Arcadia Wealth Management, LLC | 0.38% | Add +22.4% | 7,583 | $726K |
| Latitude Advisors, LLC | 0.41% | Add +74.9% | 7,582 | $726K |
| Summit Financial Wealth Advisors, LLC | 0.14% | Reduce -0.5% | 7,564 | $724K |
| Bank of Stockton | 0.22% | Reduce -29.3% | 7,554 | $723K |
| Apella Capital, LLC | 0.03% | Add +1.2% | 7,644 | $723K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +3.5% | 7,507 | $719K |
| Evergreen Private Wealth LLC | 0.33% | Add +5.0% | 7,461 | $714K |
| Three Seasons Wealth, LLC | 0.38% | Reduce -96.0% | 7,448 | $713K |
| Culbertson A N & Co. Inc. | 0.11% | No change | 7,372 | $706K |
| Chesley Taft & Associates LLC | 0.03% | No change | 7,364 | $705K |
| Great Lakes Retirement, Inc. | 0.09% | No change | 7,346 | $703K |
| Castle Wealth Management LLC | 0.28% | No change | 7,318 | $701K |
| BluePointe Capital Management, LLC | 0.45% | No change | 7,296 | $699K |
| Integrated Capital Management, LLC | 0.37% | — | 7,278 | $697K |
| Sandy Spring Bank | 0.03% | Reduce -10.2% | 7,279 | $697K |
| Meridian Management Co. | 0.18% | No change | 7,272 | $696K |
| Madison Wealth Partners, Inc | 0.21% | No change | 7,245 | $694K |
| Laurel Wealth Advisors LLC | 0.11% | Reduce -1.2% | 7,232 | $692K |
| Middleton & Co. Inc. | 0.08% | Reduce -0.6% | 7,220 | $691K |
| Scotia Capital Inc. | 0.00% | Reduce -2.9% | 7,211 | $690K |
| Jane Street Group, LLC | 0.00% | Reduce -88.7% | 7,211 | $690K |
| NCM Capital Management, LLC | 0.33% | No change | 7,200 | $689K |
| Catalyst Financial Partners LLC | 0.13% | Add +34.8% | 7,172 | $687K |
| Blackston Financial Advisory Group, LLC | 0.35% | New | 7,152 | $685K |
| Bar Harbor Wealth Management | 0.04% | Reduce -7.5% | 7,148 | $684K |
| Investment Research & Advisory Group, Inc. | 0.29% | No change | 7,135 | $683K |
| Jackson, Grant Investment Advisers, Inc. | 0.26% | Add +0.1% | 7,132 | $683K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 7,131 | $683K |
| PFG Investments, LLC | 0.04% | Add +32.7% | 7,128 | $683K |
| Intergy Private Wealth, LLC | 0.26% | No change | 7,052 | $675K |
| HCR Wealth Advisors | 0.09% | No change | 7,037 | $674K |
| Harvey Capital Management Inc. | 0.17% | No change | 7,000 | $670K |
| Cim, LLC | 0.10% | No change | 6,968 | $667K |
| Annandale Capital, LLC | 0.13% | No change | 6,952 | $666K |
| Priebe Wealth Holdings LLC | 0.48% | Reduce -7.8% | 6,952 | $666K |
| TrinityPoint Wealth, LLC | 0.10% | Add +4.8% | 6,948 | $665K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -6.8% | 6,896 | $660K |
| Geometric Wealth Advisors | 0.12% | No change | 6,832 | $654K |
| Continuum Advisory, LLC | 0.08% | Reduce -3.7% | 6,508 | $653K |
| Sageworth Trust Co of South Dakota | 0.83% | No change | 6,804 | $651K |
| Compound Planning, Inc. | 0.04% | Reduce -1.4% | 6,793 | $650K |
| Two West Capital Advisors LLC | 0.53% | Add +8.9% | 6,778 | $649K |
| Diversified Trust Co. | 0.02% | Reduce -9.1% | 6,755 | $647K |
| One Wealth Management Investment & Advisory Services, LLC | 1.13% | Reduce -92.9% | 6,733 | $645K |
| Oxler Private Wealth LLC | 0.22% | Add +0.1% | 6,730 | $644K |
| Park National Corp. | 0.02% | No change | 6,706 | $642K |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Add +30.2% | 6,691 | $641K |
| Chicago Capital, LLC | 0.02% | No change | 6,637 | $635K |
| Everhart Financial Group, Inc. | 0.14% | Add +21.7% | 6,607 | $633K |
| SkyOak Wealth, LLC | 0.14% | Reduce -1.8% | 6,595 | $631K |
| Petix & Botte Co | 0.17% | Reduce -0.2% | 6,584 | $630K |
| Oliver Lagore Vanvalin Investment Group | 0.17% | Reduce -17.0% | 6,529 | $625K |
| Parthenon LLC | 0.07% | No change | 6,516 | $624K |
| Wimmer Associates 1, LLC | 0.31% | No change | 6,515 | $624K |
| Hiley Hunt Wealth Management | 0.36% | Reduce -5.8% | 6,511 | $623K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -20.5% | 6,508 | $623K |
| Disciplined Investments, LLC | 0.31% | Reduce -0.6% | 6,495 | $622K |
| Plancorp, LLC | 0.03% | Reduce -1.6% | 6,483 | $621K |
| Seven Mile Advisory | 0.41% | Reduce -7.9% | 6,464 | $619K |
| Founders Financial Securities LLC | 0.06% | Reduce -12.1% | 6,447 | $617K |
| Old Second National Bank of Aurora | 0.15% | No change | 6,431 | $616K |
| GDS Wealth Management | 0.06% | Add +1.6% | 6,410 | $614K |
| Quartz Partners, LLC | 0.38% | — | 6,385 | $611K |
| Colton Groome Financial Advisors, LLC | 0.23% | Reduce -8.3% | 6,364 | $609K |
| West Paces Advisors Inc. | 0.15% | Add +18.7% | 6,355 | $608K |
| Roberts Financial Services LLC | 0.11% | No change | 6,341 | $607K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -1.3% | 6,338 | $607K |
| Sachetta, LLC | 0.24% | Add +0.0% | 6,328 | $606K |
| Affinity Capital Advisors, LLC | 0.12% | Reduce -0.8% | 6,321 | $605K |
| Beverly Hills Private Wealth, LLC | 0.12% | Reduce -30.5% | 6,315 | $605K |
| Mainstream Capital Management LLC | 0.51% | — | 6,302 | $603K |
| Guyasuta Investment Advisors Inc. | 0.04% | Add +0.1% | 6,296 | $603K |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 6,256 | $599K |
| First National Corp. /Ma/ | 0.13% | Reduce -2.8% | 6,234 | $597K |
| CGN Advisors LLC | 0.06% | Add +34.8% | 6,215 | $595K |
| Buska Wealth Management, LLC | 0.21% | Add +161.7% | 6,183 | $592K |
| Strategic Family Wealth Counselors, L.L.C. | 0.21% | Add +30.9% | 6,179 | $592K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -4.6% | 6,118 | $586K |
| Stephen J. Garry & Associates, LLC | 0.56% | No change | 6,110 | $585K |
| tru Independence LLC | 0.17% | Reduce -1.8% | 6,109 | $585K |
| Trust Co of the South | 0.12% | No change | 6,023 | $577K |
| CW Advisors, LLC | 0.01% | Add +1.1% | 5,999 | $574K |
| ORBA Wealth Advisors, L.L.C. | 0.29% | Reduce -7.0% | 5,968 | $571K |
| Eldridge Investment Advisors, Inc. | 0.13% | No change | 5,964 | $571K |
| Journey Advisory Group, LLC | 0.07% | No change | 6,153 | $569K |
| Atlantic Union Bankshares Corp | 0.03% | No change | 5,930 | $568K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -5.4% | 5,900 | $565K |
| JGP Wealth Management, LLC | 0.07% | Reduce -3.1% | 5,896 | $565K |
| Glassman Wealth Services | 0.10% | No change | 5,871 | $562K |
| Brio Consultants, LLC | 0.09% | Add +5.8% | 5,870 | $562K |
| Western Financial Corp | 0.32% | Reduce -7.2% | 5,870 | $562K |
| Schrum Private Wealth Management LLC | 0.29% | Add +128.6% | 5,862 | $561K |
| Capital Investment Counsel, LLC | 0.10% | Reduce -9.3% | 5,815 | $557K |
| Edgestream Partners, L.P. | 0.02% | Add +5.2% | 5,787 | $554K |
| Sax Wealth Advisors, LLC | 0.05% | Add +0.1% | 5,785 | $554K |
| Klingman & Associates, LLC | 0.03% | No change | 5,782 | $554K |
| Blue Bell Private Wealth Management, LLC | 0.11% | No change | 5,774 | $553K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.16% | No change | 5,771 | $553K |
| Johnson Financial Group, Inc. | 0.03% | Add +8.1% | 5,764 | $552K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 5,731 | $549K |
| Newman Dignan & Sheerar, Inc. | 0.13% | Reduce -3.6% | 5,603 | $547K |
| CWS Financial Advisors, LLC | 0.19% | Add +0.1% | 5,713 | $547K |
| Mengis Capital Management, Inc. | 0.11% | Add +0.0% | 5,709 | $547K |
| Tortoise Investment Management, LLC | 0.06% | Add +81.6% | 5,707 | $546K |
| Palisade Asset Management, LLC | 0.05% | No change | 5,706 | $546K |
| Enzi Wealth | 0.21% | Add +14.0% | 5,564 | $544K |
| ORG Partners LLC | 0.09% | Reduce -23.6% | 5,673 | $543K |
| Freedom Investment Management, Inc. | 0.04% | Add +15.4% | 5,663 | $542K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -15.5% | 5,661 | $542K |
| Strata Wealth Advisors, LLC | 0.17% | Reduce -1.6% | 5,660 | $542K |
| GAMMA Investing LLC | 0.05% | Add +8.9% | 5,647 | $541K |
| Courage Miller Partners, LLC | 0.18% | Reduce -10.8% | 5,634 | $539K |
| Amplius Wealth Advisors, LLC | 0.06% | Add +0.1% | 5,611 | $537K |
| Davis R M Inc. | 0.01% | Reduce -5.1% | 5,608 | $537K |
| Goldstein Advisors, LLC | 0.08% | Add +0.8% | 5,596 | $536K |
| Insight Wealth Strategies, LLC | 0.07% | Add +3.2% | 5,595 | $536K |
| Everpar Advisors LLC | 0.28% | Reduce -11.5% | 5,586 | $535K |
| Altfest L J & Co. Inc. | 0.07% | No change | 5,566 | $533K |
| Sage Financial Group Inc. | 0.04% | No change | 5,562 | $533K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -2.7% | 5,549 | $531K |
| Staley Capital Advisers Inc. | 0.02% | Add +9.9% | 5,534 | $530K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 5,524 | $529K |
| Mattern Capital Management, LLC | 0.07% | Reduce -27.7% | 5,509 | $527K |
| Gradient Capital Advisors, LLC | 0.17% | No change | 5,486 | $525K |
| Almanack Investment Partners, LLC. | 0.08% | Add +1.6% | 5,478 | $524K |
| HUB Investment Partners, LLC | 0.02% | Add +0.8% | 5,465 | $523K |
| Berger Financial Group, Inc | 0.04% | No change | 5,414 | $518K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 5,399 | $517K |
| Ritholtz Wealth Management | 0.02% | Reduce -1.5% | 5,368 | $514K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -5.0% | 5,367 | $514K |
| Principle Wealth Partners LLC | 0.04% | No change | 5,319 | $509K |
| Keystone Financial Group | 0.07% | New | 5,315 | $509K |
| Canandaigua National Bank & Trust Co. | 0.05% | New | 5,315 | $509K |
| Conservest Capital Advisors, Inc. | 0.05% | No change | 6,020 | $508K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -0.2% | 5,303 | $508K |
| Bank of Nova Scotia | 0.00% | No change | 5,280 | $506K |
| Summit Asset Management, LLC | 0.06% | No change | 5,267 | $504K |
| Oakwell Private Wealth Management, LLC | 0.14% | Reduce -9.7% | 5,240 | $502K |
| Worth Financial Advisory Group, LLC | 0.29% | Reduce -14.2% | 5,234 | $501K |
| Francis Financial, Inc. | 0.13% | No change | 5,225 | $500K |
| KRS Capital Management, LLC | 0.36% | Add +0.0% | 5,222 | $500K |
| Segment Wealth Management, LLC | 0.03% | No change | 5,222 | $500K |
| Marcum Wealth, LLC | 0.05% | No change | 5,214 | $499K |
| HTLF Bank | 0.05% | Reduce -4.3% | 5,148 | $493K |
| McAdam, LLC | 0.03% | Add +3.4% | 5,146 | $493K |
| Quadcap Wealth Management, LLC | 0.08% | Add +4.0% | 5,109 | $489K |
| WT Wealth Management | 0.16% | Reduce -3.3% | 5,014 | $489K |
| LaFleur & Godfrey LLC | 0.07% | No change | 5,096 | $488K |
| Good Life Advisors, LLC | 0.03% | Add +102.0% | 5,076 | $486K |
| Front Row Advisors LLC | 0.17% | Reduce -49.1% | 5,072 | $486K |
| Wealthquest Corp | 0.04% | No change | 5,119 | $483K |
| WealthBridge Capital Management, LLC | 0.14% | Reduce -8.2% | 5,034 | $482K |
| Mendel Money Management | 0.21% | No change | 5,010 | $480K |
| GLOBALT Investments LLC / GA | 0.02% | No change | 5,004 | $479K |
| GenTrust, LLC | 0.02% | New | 5,000 | $479K |
| Visionary Wealth Advisors | 0.03% | Add +4.2% | 4,996 | $478K |
| SageView Advisory Group, LLC | 0.02% | Reduce -44.4% | 4,990 | $478K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 4,957 | $475K |
| Vicus Capital | 0.04% | Add +24.4% | 4,950 | $474K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 4,942 | $473K |
| Financial Planning & Information Services, Inc. | 0.07% | Reduce -0.3% | 4,939 | $473K |
| Oak Harvest Investment Services | 0.07% | Reduce -19.1% | 4,938 | $473K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 4,936 | $473K |
| Fusion Capital, LLC | 0.20% | Reduce -1.0% | 4,930 | $472K |
| Legacy Bridge, LLC | 0.25% | No change | 4,905 | $470K |
| Pictet North America Advisors SA | 0.05% | No change | 4,872 | $466K |
| Cape Investment Advisory, Inc. | 0.19% | Add +95.5% | 4,867 | $466K |
| Stratos Investment Management, LLC | 0.03% | Add +6.0% | 4,837 | $463K |
| Lion Street Advisors, LLC | 0.16% | Add +28.6% | 4,837 | $463K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.6% | 6,133 | $461K |
| Vident Advisory, LLC | 0.01% | Reduce -0.2% | 4,796 | $459K |
| Partners in Financial Planning | 0.09% | Reduce -3.9% | 4,791 | $459K |
| Apollon Financial, LLC | 0.13% | Add +25.6% | 4,779 | $458K |
| Condor Capital Management | 0.04% | Reduce -7.1% | 4,761 | $456K |
| Trilogy Capital Inc. | 0.02% | Reduce -41.0% | 4,758 | $456K |
| Raab & Moskowitz Asset Management LLC | 0.12% | Add +0.0% | 4,752 | $455K |
| Accredited Investors Inc. | 0.03% | No change | 4,734 | $453K |
| Seascape Capital Management | 0.16% | No change | 4,716 | $452K |
| Morton Capital Management LLC | 0.09% | No change | 4,710 | $451K |
| TFO Wealth Partners, LLC | 0.08% | Reduce -37.1% | 4,692 | $449K |
| Integrity Wealth Solutions LLC | 0.26% | Add +4.5% | 4,677 | $448K |
| Walled Lake Planning & Wealth Management, LLC | 0.17% | Reduce -1.0% | 4,676 | $448K |
| Wick Capital Partners, LLC | 0.14% | No change | 4,670 | $447K |
| GM Advisory Group, LLC | 0.03% | No change | 4,669 | $447K |
| Formidable Asset Management, LLC | 0.07% | Reduce -1.3% | 4,648 | $445K |
| PVG Asset Management Corp. | 1.77% | New | 4,601 | $441K |
| WNY Asset Management, LLC | 0.05% | No change | 4,600 | $440K |
| LJI Wealth Management, LLC | 0.09% | Add +0.1% | 4,594 | $440K |
| Quadrature Capital Ltd | 0.01% | New | 4,577 | $438K |
| Koesten, Hirschmann & Crabtree, INC. | 0.25% | No change | 4,558 | $436K |
| Simplex Trading, LLC | 0.01% | Reduce -81.0% | 4,555 | $436K |
| New Millennium Group LLC | 0.28% | No change | 4,550 | $436K |
| Bank Ozk | 0.18% | Add +2.1% | 4,527 | $433K |
| Sfmg, LLC | 0.04% | Reduce -2.9% | 4,523 | $433K |
| Stone Summit Wealth LLC | 0.14% | Reduce -1.5% | 4,523 | $433K |
| Newton One Investments LLC | 0.17% | Reduce -2.0% | 4,522 | $433K |
| JFG Wealth Management, LLC | 0.12% | No change | 4,521 | $433K |
| Annex Advisory Services, LLC | 0.01% | Add +8.0% | 4,500 | $431K |
| Diversify Wealth Management, LLC | 0.04% | Add +64.0% | 4,462 | $430K |
| Swisher Financial Concepts, Inc. | 0.27% | Reduce -0.6% | 4,548 | $429K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -7.3% | 4,473 | $428K |
| Bluespring Wealth Management, LLC | 0.04% | Reduce -25.5% | 4,459 | $427K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 4,458 | $427K |
| FFT Wealth Management LLC | 0.03% | Add +5.6% | 4,456 | $427K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 4,452 | $426K |
| Private Portfolio Partners LLC | 0.08% | New | 4,438 | $425K |
| Truefg, LLC | 0.14% | No change | 4,436 | $425K |
| MIdWestOne Financial Group, Inc. | 0.06% | Add +10.4% | 4,435 | $425K |
| Gilliland Jeter Wealth Management LLC | 0.14% | Add +11.8% | 4,389 | $420K |
| Relyea Zuckerberg Hanson LLC | 0.06% | No change | 4,372 | $419K |
| Brown Wealth Management, LLC | 0.15% | Reduce -0.7% | 4,369 | $418K |
| Vise Technologies, Inc. | 0.05% | New | 4,346 | $416K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -12.9% | 4,307 | $412K |
| Savvy Advisors, Inc. | 0.08% | Add +2.7% | 4,306 | $412K |
| Wedbush Securities Inc. | 0.02% | Reduce -20.2% | 4,289 | $411K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.1% | 4,287 | $410K |
| Hilltop Holdings Inc. | 0.03% | Add +15.7% | 4,284 | $410K |
| Old North State Trust, LLC | 0.33% | Reduce -3.3% | 4,287 | $410K |
| Yousif Capital Management, LLC | 0.00% | New | 4,280 | $410K |
| Willner & Heller, LLC | 0.36% | Add +0.2% | 4,277 | $410K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 4,275 | $409K |
| PCA Investment Advisory Services Inc. | 0.19% | Reduce -1.0% | 4,252 | $407K |
| Vantage Financial Partners, LLC | 0.10% | New | 4,236 | $406K |
| Eagle Rock Investment Company, LLC | 0.07% | Reduce -0.5% | 4,229 | $405K |
| TrueWealth Advisors, LLC | 0.14% | Reduce -26.3% | 4,222 | $404K |
| O'Connor Financial Group LLC | 0.21% | Reduce -13.6% | 4,215 | $404K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | No change | 4,194 | $402K |
| Strategic Financial Concepts, LLC | 0.13% | Reduce -98.8% | 4,189 | $401K |
| Canal Capital Management, LLC | 0.06% | Add +0.1% | 4,186 | $401K |
| Shearwater Capital LLC | 0.28% | Reduce -3.4% | 4,176 | $400K |
| Financial Insights, Inc. | 0.13% | Reduce -21.8% | 4,154 | $398K |
| Lake Street Private Wealth, LLC | 0.06% | Reduce -1.2% | 4,152 | $398K |
| US Financial Advisors, LLC | 0.12% | Add +0.0% | 4,106 | $393K |
| Holland Advisory Services, Inc. | 0.51% | Add +0.1% | 4,066 | $389K |
| Ruggaard & Associates LLC | 0.17% | Add +24.2% | 4,059 | $389K |
| Jim Saulnier & Associates, LLC | 0.38% | — | 4,044 | $387K |
| Zhang Financial LLC | 0.02% | No change | 4,038 | $387K |
| Aviance Capital Partners, LLC | 0.05% | Add +45.0% | 4,031 | $386K |
| Melfa Wealth Management, Inc. | 0.25% | No change | 4,025 | $385K |
| Canvas Wealth Advisors, LLC | 0.11% | No change | 4,016 | $385K |
| High Net Worth Advisory Group LLC | 0.11% | Add +0.3% | 4,014 | $384K |
| Howard Financial Services, LTD. | 0.06% | Add +0.1% | 4,009 | $384K |
| Garrison Point Advisors, LLC | 0.24% | No change | 4,000 | $383K |
| United Advisor Group, LLC | 0.09% | Reduce -24.8% | 3,996 | $383K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | No change | 3,995 | $383K |
| SYM FINANCIAL Corp | 0.05% | No change | 3,979 | $381K |
| Sachem Hill LLC | 0.08% | Reduce -13.5% | 3,970 | $380K |
| Vishria Bird Financial Group, LLC | 0.14% | No change | 3,964 | $380K |
| Fulton Bank, N.A. | 0.01% | Reduce -2.6% | 3,943 | $378K |
| Shakespeare Wealth Management, LLC | 0.10% | New | 3,933 | $377K |
| Crewe Advisors LLC | 0.04% | No change | 3,931 | $376K |
| Sunflower Bank, N.A. | 0.10% | No change | 3,926 | $376K |
| Phillips Financial Management, LLC | 0.03% | Reduce -7.8% | 3,910 | $374K |
| Basepoint Wealth LLC | 0.27% | Add +23.9% | 3,883 | $372K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | No change | 3,850 | $369K |
| UNIVEST FINANCIAL Corp | 0.02% | New | 3,846 | $368K |
| Embree Financial Group | 0.07% | Add +0.0% | 3,837 | $367K |
| BOS Asset Management, LLC | 0.14% | No change | 3,835 | $367K |
| Glass Jacobson Investment Advisors llc | 0.12% | Reduce -6.4% | 3,835 | $367K |
| Fortis Capital Management LLC | 0.07% | Reduce -35.4% | 3,831 | $367K |
| Portland Global Advisors LLC | 0.05% | Add +3.2% | 3,829 | $367K |
| HFG Advisors, Inc. | 0.32% | No change | 3,814 | $365K |
| Secure Asset Management, LLC | 0.06% | Reduce -0.7% | 3,810 | $365K |
| American Trust | 0.03% | Add +52.0% | 3,805 | $364K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 3,804 | $364K |
| Welch Group, LLC | 0.02% | No change | 3,802 | $364K |
| Compagnie Lombard Odier SCmA | 0.01% | New | 3,799 | $364K |
| Gradient Investments LLC | 0.01% | Reduce -7.3% | 3,798 | $364K |
| 180 Wealth Advisors, LLC | 0.06% | Add +1.2% | 3,788 | $363K |
| Unique Wealth, LLC | 0.08% | New | 3,784 | $362K |
| Trail Ridge Investment Advisors, LLC | 0.17% | Add +7.0% | 3,737 | $360K |
| Monetary Management Group Inc. | 0.09% | No change | 3,750 | $359K |
| Axim Planning & Wealth | 0.40% | Add +18.6% | 3,734 | $358K |
| Center For Asset Management LLC | 0.21% | No change | 3,726 | $357K |
| BIP Wealth, LLC | 0.02% | Reduce -5.3% | 3,725 | $357K |
| Blue Chip Partners, LLC | 0.03% | Reduce -13.1% | 3,716 | $356K |
| Coyle Financial Counsel LLC | 0.12% | No change | 3,833 | $355K |
| Oarsman Capital, Inc. | 0.07% | Add +4.9% | 3,703 | $355K |
| Midwest Heritage Bank, FSB | 0.16% | New | 3,677 | $352K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +13.7% | 3,671 | $351K |
| Fairway Wealth LLC | 0.18% | No change | 3,658 | $350K |
| Cedrus LLC | 0.13% | No change | 3,636 | $348K |
| Affinity Wealth Management LLC | 0.06% | Reduce -1.8% | 3,629 | $347K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -14.2% | 3,628 | $347K |
| Main Street Group, LTD | 0.15% | Reduce -41.0% | 3,625 | $347K |
| Accretive Wealth Partners, LLC | 0.15% | No change | 3,624 | $347K |
| Glen Eagle Advisors, LLC | 0.06% | Add +0.0% | 3,619 | $346K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -7.8% | 3,612 | $346K |
| Osborne Partners Capital Management, LLC | 0.02% | Add +66.6% | 3,609 | $346K |
| Ellevest, Inc. | 0.02% | No change | 3,595 | $344K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -33.4% | 3,558 | $341K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | No change | 3,553 | $340K |
| RVW Wealth, LLC | 0.03% | No change | 3,525 | $338K |
| ABLE Financial Group, LLC | 0.10% | No change | 3,523 | $337K |
| Colonial Trust Advisors | 0.03% | Reduce -1.1% | 3,514 | $336K |
| Cozad Asset Management Inc. | 0.03% | Reduce -1.3% | 3,507 | $336K |
| Burney Co./ | 0.01% | Add +2.9% | 3,501 | $335K |
| KKM Financial LLC | 0.17% | No change | 3,500 | $335K |
| Navalign, LLC | 0.10% | Add +1.9% | 3,486 | $334K |
| Westwood Holdings Group Inc. | 0.00% | No change | 3,485 | $334K |
| Hubbell Strickland Wealth Management, LLC | 0.16% | Add +0.2% | 3,466 | $332K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -23.1% | 3,465 | $332K |
| Clarity Capital Advisors, LLC | 0.24% | Reduce -10.7% | 3,465 | $332K |
| Allegheny Financial Group | 0.08% | No change | 3,456 | $331K |
| Petra Financial Advisors Inc. | 0.22% | No change | 3,436 | $329K |
| Pullen Investment Management, LLC | 0.24% | No change | 3,428 | $328K |
| Community Financial Services Group, LLC | 0.07% | Reduce -14.1% | 3,426 | $328K |
| Private Capital Management LLC | 0.06% | Reduce -2.8% | 3,417 | $327K |
| CRA Financial Services, LLC | 0.06% | No change | 3,416 | $327K |
| Saxon Interests, Inc. | 0.15% | Reduce -1.5% | 3,412 | $327K |
| Strategic Point Investment Advisors, LLC | 0.05% | No change | 3,370 | $323K |
| Arbor Trust Wealth Advisors, LLC | 0.17% | No change | 3,483 | $322K |
| Allen Capital Group, LLC | 0.04% | Reduce -1.8% | 3,361 | $322K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 3,352 | $321K |
| TruWealth Advisors, LLC | 0.02% | No change | 3,352 | $321K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | No change | 3,343 | $320K |
| Sagace Wealth Management LLC | 0.25% | No change | 3,271 | $320K |
| Stiles Financial Services Inc | 0.11% | No change | 3,305 | $316K |
| Kingdom Financial Group LLC. | 0.24% | Reduce -27.5% | 3,295 | $315K |
| Jennison Associates LLC | 0.00% | New | 3,289 | $315K |
| G2 Capital Management, LLC / Oh | 0.09% | No change | 3,288 | $315K |
| One Capital Management, LLC | 0.01% | Add +14.7% | 3,275 | $314K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -0.1% | 3,272 | $313K |
| Barr E S & Co. | 0.02% | No change | 3,270 | $313K |
| Jag Capital Management, LLC | 0.04% | No change | 3,257 | $312K |
| Independent Wealth Network Inc. | 0.14% | Reduce -1.2% | 3,256 | $312K |
| Edge Capital Group, LLC | 0.01% | No change | 3,251 | $311K |
| L & S Advisors Inc | 0.04% | Reduce -2.7% | 3,247 | $311K |
| Samalin Investment Counsel, LLC | 0.14% | Add +0.9% | 3,242 | $310K |
| Legacy Capital Group California, Inc. | 0.10% | Reduce -44.4% | 3,234 | $310K |
| Caldwell Trust Co | 0.03% | No change | 3,230 | $309K |
| Kavar Capital Partners Group, LLC | 0.05% | Add +0.8% | 3,218 | $308K |
| Shira Ridge Wealth Management | 0.16% | Add +9.6% | 3,207 | $307K |
| Opinicus Capital, Inc. | 0.25% | Reduce -8.3% | 3,203 | $307K |
| Paulson Wealth Management Inc. | 0.08% | No change | 3,200 | $306K |
| Roble, Belko & Company, Inc | 0.05% | No change | 3,196 | $306K |
| Global Financial Private Client, LLC | 0.12% | Reduce -7.5% | 3,195 | $306K |
| Cassady Schiller Wealth Management, LLC | 0.11% | No change | 3,186 | $305K |
| McDonald Partners LLC | 0.08% | Reduce -11.4% | 3,182 | $305K |
| Wolverine Trading, LLC | 0.01% | Add +25.1% | 3,196 | $304K |
| First Trust Direct Indexing L.P. | 0.02% | Add +2.4% | 3,172 | $304K |
| United Community Bank | 0.12% | No change | 3,171 | $304K |
| Forum Private Client Group LLC | 0.13% | Reduce -1.1% | 3,169 | $303K |
| Steph & Co. | 0.10% | Add +5.3% | 3,167 | $303K |
| Freedom Day Solutions, LLC | 0.09% | Reduce -0.2% | 3,163 | $303K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | No change | 3,158 | $302K |
| Kestra Investment Management, LLC | 0.01% | New | 3,154 | $302K |
| Kirtland Hills Capital Management, LLC | 0.17% | New | 3,152 | $302K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +3.4% | 3,129 | $300K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 3,120 | $299K |
| Zullo Investment Group, Inc. | 0.12% | Reduce -1.4% | 3,118 | $299K |
| Trexquant Investment LP | 0.00% | New | 3,118 | $299K |
| Mountain Capital Investment Advisors Inc. | 0.07% | Reduce -6.6% | 2,947 | $298K |
| Texas Capital Bancshares Inc | 0.12% | No change | 3,102 | $297K |
| M. Kraus & Co | 0.09% | No change | 3,100 | $297K |
| Garden State Investment Advisory Services LLC | 0.09% | Reduce -5.2% | 3,062 | $293K |
| TPG Advisors LLC | 0.23% | No change | 3,044 | $291K |
| Summit Trail Advisors, LLC | 0.01% | No change | 3,036 | $291K |
| Carmichael Hill & Associates, Inc. | 0.11% | Reduce -3.5% | 3,022 | $289K |
| First American Trust, FSB | 0.03% | No change | 3,021 | $289K |
| Diversified, LLC | 0.03% | Add +0.1% | 3,015 | $289K |
| Diversified Enterprises, LLC | 0.03% | — | 3,015 | $289K |
| Advisor Resource Council | 0.13% | New | 3,012 | $288K |
| Vaughan David Investments LLC | 0.01% | No change | 3,006 | $288K |
| 1776 Wealth LLC | 0.13% | No change | 3,000 | $287K |
| Core Wealth Management, Inc. | 0.12% | No change | 3,099 | $287K |
| Shelton Wealth Management, LLC | 0.16% | Add +0.0% | 2,992 | $287K |
| Mascoma Wealth Management LLC | 0.07% | Reduce -33.4% | 2,986 | $286K |
| Delta Investment Management, LLC | 0.06% | Reduce -0.0% | 2,985 | $286K |
| Bluesphere Advisors LLC | 0.14% | Add +0.1% | 2,965 | $284K |
| AlphaStar Capital Management, LLC | 0.02% | New | 2,962 | $284K |
| Brown Miller Wealth Management, LLC | 0.11% | Reduce -47.0% | 2,959 | $283K |
| Chesapeake Wealth Management | 0.10% | Reduce -1.7% | 2,955 | $283K |
| Quent Capital, LLC | 0.03% | Add +0.0% | 2,953 | $283K |
| L.M. Kohn & Company | 0.07% | Add +22.8% | 2,952 | $283K |
| Orange Investment Advisors, Inc. | 0.03% | Reduce -13.2% | 2,950 | $282K |
| Newport Capital Group, LLC | 0.21% | New | 2,934 | $281K |
| Cypress Capital Group | 0.03% | No change | 2,929 | $280K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.1% | 2,926 | $280K |
| Greystone Financial Group, LLC | 0.05% | New | 2,921 | $280K |
| Regatta Capital Group, LLC | 0.05% | Reduce -3.6% | 2,909 | $279K |
| Brand Asset Management Group, Inc. | 0.11% | No change | 2,903 | $278K |
| 1900 Wealth Management LLC | 0.02% | No change | 2,897 | $277K |
| Bremer Bank National Association | 0.05% | No change | 2,890 | $277K |
| Veery Capital, LLC | 0.10% | Add +3.2% | 2,870 | $275K |
| Silverlake Wealth Management LLC | 0.11% | Reduce -1.7% | 2,862 | $274K |
| NWF Advisory Services Inc. | 0.04% | Add +4.5% | 2,840 | $272K |
| Global Assets Advisory, LLC | 0.15% | Reduce -38.9% | 2,848 | $269K |
| Dunhill Financial, LLC | 0.14% | Add +499.6% | 2,800 | $268K |
| Grove Bank & Trust | 0.04% | No change | 2,781 | $266K |
| TBH Global Asset Management, LLC | 0.06% | No change | 2,779 | $266K |
| Ellenbecker Investment Group | 0.05% | Add +0.0% | 2,769 | $265K |
| MRA Advisory Group | 0.14% | Add +0.1% | 2,742 | $263K |
| SP Asset Management LLC | 0.02% | Add +0.1% | 2,739 | $262K |
| Paradigm, Strategies in Wealth Management, LLC | 0.17% | No change | 2,735 | $262K |
| Fortis Advisors, LLC | 0.17% | Add +9.0% | 2,735 | $262K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -29.6% | 2,734 | $262K |
| Patten & Patten Inc. | 0.02% | Reduce -2.7% | 2,720 | $260K |
| Sabal Trust CO | 0.01% | No change | 2,716 | $260K |
| PSI Advisors, LLC | 0.08% | No change | 2,712 | $260K |
| Avity Investment Management Inc. | 0.02% | No change | 2,695 | $258K |
| Unionview, LLC | 0.20% | Add +0.0% | 2,682 | $257K |
| Becker Capital Management Inc. | 0.01% | No change | 2,674 | $256K |
| Exchange Capital Management, Inc. | 0.04% | Reduce -3.6% | 2,672 | $256K |
| United Asset Strategies, Inc. | 0.02% | No change | 2,672 | $256K |
| Smith, Moore & Co. | 0.02% | No change | 2,664 | $255K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 2,654 | $254K |
| Trust Co. of Vermont | 0.01% | Add +8.5% | 2,653 | $254K |
| Plum Street Advisors, LLC | 0.13% | No change | 2,651 | $254K |
| Whalerock Point Partners, LLC | 0.06% | No change | 2,646 | $253K |
| Vestia Personal Wealth Advisors | 0.24% | Reduce -0.2% | 2,645 | $253K |
| DB Fitzpatrick & Co, Inc | 0.22% | Reduce -0.2% | 2,644 | $253K |
| Genesee Capital Advisors, LLC | 0.12% | No change | 2,644 | $253K |
| Harbor Group, Inc. | 0.06% | Reduce -1.9% | 2,637 | $253K |
| Atlantic Private Wealth, LLC | 0.19% | Add +0.1% | 2,626 | $252K |
| Gordian Advisors LLC | 0.20% | No change | 2,616 | $251K |
| Crew Capital Management, Ltd | 0.20% | No change | 2,607 | $250K |
| Inspire Advisors, LLC | 0.03% | Add +4.4% | 2,602 | $249K |
| Cibc World Market Inc. | 0.00% | No change | 2,596 | $249K |
| Cambridge Financial Group, LLC | 0.10% | No change | 2,591 | $248K |
| Davidson Trust Co. | 0.13% | Add +5.4% | 2,589 | $248K |
| Motiv8 Investments LLC | 0.17% | Reduce -14.7% | 2,583 | $247K |
| Ledyard National Bank | 0.02% | Reduce -1.0% | 2,573 | $246K |
| M3 Advisory Group, LLC | 0.18% | Add +0.5% | 2,552 | $244K |
| Wealth Quarterback LLC | 0.13% | Reduce -0.9% | 2,551 | $244K |
| Pegasus Partners Ltd. | 0.02% | No change | 2,540 | $243K |
| Montz Harcus Wealth Management LLC | 0.14% | Add +9.6% | 2,540 | $243K |
| Covenant Partners, LLC | 0.07% | Reduce -18.5% | 2,539 | $243K |
| Allred Capital Management, LLC | 0.10% | Reduce -2.1% | 2,535 | $243K |
| Human Investing LLC | 0.04% | Reduce -0.5% | 2,527 | $242K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | No change | 2,522 | $242K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +35928.6% | 2,522 | $241K |
| Investment Partners Asset Management, Inc. | 0.20% | Reduce -0.6% | 2,517 | $241K |
| Certuity, LLC | 0.03% | No change | 2,508 | $240K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -1.1% | 2,496 | $239K |
| BLB&B Advisors, LLC | 0.01% | Add +0.1% | 2,489 | $238K |
| Avaii Wealth Management, LLC | 0.12% | New | 2,451 | $235K |
| Columbus Macro, LLC | 0.09% | No change | 2,412 | $234K |
| Amundi | 0.00% | Add +133.1% | 2,431 | $233K |
| Chemistry Wealth Management LLC | 0.06% | No change | 2,427 | $232K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 2,423 | $232K |
| Windsor Advisory Group, LLC | 0.26% | No change | 2,420 | $232K |
| Proathlete Wealth Management LLC | 0.10% | Reduce -0.6% | 2,413 | $231K |
| Resources Management Corp. /CT/ | 0.03% | No change | 2,409 | $231K |
| LifePro Asset Management | 0.14% | Reduce -9.9% | 2,411 | $231K |
| SMART Wealth LLC | 0.09% | Add +8.5% | 2,409 | $231K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 2,406 | $230K |
| Truvestments Capital LLC | 0.06% | Add +5.2% | 2,406 | $230K |
| Parsons Capital Management Inc. | 0.01% | No change | 2,400 | $230K |
| Full Sail Capital, LLC | 0.01% | No change | 2,390 | $229K |
| WealthCare Investment Partners, LLC | 0.10% | New | 2,417 | $229K |
| Grey Fox Wealth Advisors, LLC | 0.06% | Reduce -2.6% | 2,387 | $229K |
| FSA Advisors, Inc. | 0.23% | New | 2,467 | $228K |
| Cape Ann Savings Bank | 0.13% | No change | 2,376 | $228K |
| Twelve Points Wealth Management LLC | 0.07% | Reduce -3.6% | 2,375 | $227K |
| Vermillion & White Wealth Management Group, LLC | 0.17% | Add +4.7% | 2,369 | $227K |
| ARS Investment Partners, LLC | 0.02% | No change | 2,360 | $226K |
| Presilium Private Wealth, LLC | 0.05% | No change | 2,344 | $224K |
| Colonial Trust Co / SC | 0.03% | No change | 2,342 | $224K |
| Capital Management Associates, Inc | 0.09% | New | 2,313 | $221K |
| Mathes Company, Inc. | 0.08% | New | 2,300 | $220K |
| Sugar Maple Asset Management, LLC | 0.19% | New | 2,297 | $220K |
| Voisard Asset Management Group, Inc. | 0.09% | Reduce -3.7% | 2,292 | $219K |
| JSF Financial, LLC | 0.06% | Reduce -1.1% | 2,281 | $218K |
| Resonant Capital Advisors, LLC | 0.02% | Add +0.0% | 2,271 | $217K |
| MWA Asset Management | 0.14% | New | 2,262 | $217K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 2,260 | $216K |
| Royal Harbor Partners, LLC | 0.08% | No change | 2,253 | $216K |
| Geneva Partners, LLC | 0.09% | Reduce -8.1% | 2,252 | $216K |
| BCGM Wealth Management, LLC | 0.07% | Reduce -3.3% | 2,252 | $216K |
| Rothschild Wealth LLC | 0.06% | Reduce -98.6% | 1,980 | $215K |
| Debussy Capital Management LP | 0.06% | No change | 2,245 | $215K |
| SevenBridge Financial Group, LLC | 0.04% | New | 2,128 | $215K |
| Montis Financial, LLC | 0.08% | New | 2,242 | $215K |
| Founders Financial Alliance, LLC | 0.06% | Add +20.1% | 2,240 | $214K |
| Safeguard Financial, LLC | 0.05% | New | 2,237 | $214K |
| Blue Investment Partners LLC | 0.09% | No change | 2,229 | $213K |
| Summit Wealth Group, LLC | 0.06% | No change | 2,223 | $213K |
| Premier Path Wealth Partners, LLC | 0.03% | New | 2,214 | $212K |
| Aufman Associates Inc | 0.14% | Reduce -9.7% | 2,203 | $211K |
| Hibernia Wealth Partners, LLC | 0.07% | Reduce -5.6% | 2,203 | $211K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -7.5% | 2,175 | $210K |
| Andrew Hill Investment Advisors, Inc. | 0.16% | No change | 2,197 | $210K |
| Arkos Global Advisors | 0.03% | Reduce -6.2% | 2,194 | $210K |
| VAUGHAN & Co SECURITIES, INC. | 0.12% | No change | 2,188 | $210K |
| Sage Private Wealth Group, LLC | 0.16% | No change | 2,186 | $209K |
| First Bank & Trust | 0.04% | No change | 2,184 | $209K |
| Talisman Wealth Advisors LLC | 0.22% | New | 2,182 | $208K |
| Triton Financial Group Inc | 0.13% | No change | 2,165 | $207K |
| Menard Financial Group LLC | 0.14% | No change | 2,163 | $207K |
| Greenwood Capital Associates LLC | 0.03% | New | 2,160 | $207K |
| REAP Financial Group, LLC | 0.05% | Reduce -16.9% | 2,159 | $207K |
| Edgemoor Investment Advisors, Inc. | 0.02% | New | 2,153 | $206K |
| Horan Securities, Inc. | 0.08% | New | 2,150 | $206K |
| Goodman Advisory Group, LLC | 0.06% | No change | 2,143 | $205K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 2,142 | $205K |
| Coppell Advisory Solutions LLC | 0.03% | Add +17.5% | 2,148 | $205K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 2,132 | $204K |
| T. Rowe Price Associates Inc. | 0.00% | New | 2,119 | $203K |
| Plan Group Financial, LLC | 0.11% | New | 2,109 | $202K |
| Barnes Pettey Financial Advisors, LLC | 0.16% | New | 2,100 | $201K |
| Ingalls & Snyder LLC | 0.01% | New | 2,099 | $201K |
| Authentikos Wealth Advisory, LLC | 0.19% | New | 2,098 | $201K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | New | 2,096 | $201K |
| Bfsg, LLC | 0.02% | No change | 2,022 | $194K |
| Evermay Wealth Management LLC | 0.03% | Add +22.5% | 1,998 | $191K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +14.4% | 1,996 | $191K |
| Darwin Wealth Management, LLC | 0.05% | New | 1,901 | $182K |
| Zions Bancorporation, N.A. | 0.01% | No change | 1,894 | $181K |
| TCTC Holdings, LLC | 0.01% | No change | 1,832 | $175K |
| Strategic Investment Solutions, Inc. | 0.05% | No change | 1,805 | $173K |
| Asset Dedication, LLC | 0.01% | Add +3.7% | 1,706 | $163K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -29.1% | 1,634 | $161K |
| Criterion Capital Advisors, LLC | 0.10% | No change | 1,726 | $160K |
| Black Cypress Capital Management, LLC | 0.14% | Reduce -8.3% | 1,663 | $159K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 1,645 | $158K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,620 | $155K |
| Pittenger & Anderson Inc. | 0.01% | Reduce -6.9% | 1,615 | $155K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +20.1% | 1,585 | $152K |
| Lanark Financial, Inc. | 0.01% | No change | 1,573 | $150K |
| Addison Advisors LLC | 0.04% | No change | 1,536 | $147K |
| First PREMIER Bank | 0.04% | No change | 1,530 | $146K |
| Northwest Investment Counselors, LLC | 0.03% | New | 1,524 | $146K |
| Bangor Savings Bank | 0.01% | No change | 1,509 | $144K |
| Lowe Wealth Advisors, LLC | 0.06% | Reduce -12.1% | 1,448 | $139K |
| Pension & Wealth Management Advisors, Inc. | 0.07% | Add +271.6% | 1,427 | $137K |
| Realta Investment Advisors | 0.06% | Reduce -35.4% | 1,364 | $133K |
| Gleason Group, Inc. | 0.02% | Reduce -70.4% | 1,377 | $132K |
| Hobbs Group Advisors, LLC | 0.05% | Add +19.6% | 1,335 | $128K |
| Cardinal Strategic Wealth Guidance | 0.04% | No change | 1,326 | $127K |
| Red Tortoise LLC | 0.06% | No change | 1,316 | $126K |
| Indiana Trust & Investment Management Co | 0.04% | Add +2.0% | 1,308 | $125K |
| JDM Financial Group LLC | 0.07% | No change | 1,300 | $124K |
| Insight Inv LLC | 0.10% | No change | 1,280 | $123K |
| West Branch Capital LLC | 0.04% | Add +0.2% | 1,245 | $119K |
| Sugarloaf Wealth Management, LLC | 0.02% | Add +18.1% | 1,242 | $119K |
| FSA Wealth Management LLC | 0.05% | — | 1,180 | $113K |
| Clearstead Trust, LLC | 0.03% | Reduce -43.1% | 1,168 | $112K |
| Wolff Wiese Magana LLC | 0.08% | Add +96.3% | 1,162 | $111K |
| Tradewinds Capital Management, LLC | 0.03% | Reduce -18.8% | 1,153 | $110K |
| Compass Wealth Management LLC | 0.03% | Reduce -46.6% | 1,152 | $110K |
| Milestone Investment Advisors LLC | 0.03% | No change | 1,076 | $103K |
| Perritt Capital Management Inc | 0.05% | Reduce -55.2% | 1,060 | $101K |
| Castleview Partners, LLC | 0.06% | No change | 1,030 | $99K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,007 | $96K |
| CoreFirst Bank & Trust | 0.05% | New | 956 | $92K |
| Syntrinsic LLC | 0.03% | Reduce -3.1% | 952 | $91K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 950 | $91K |
| Investors Research Corp | 0.02% | Add +126.4% | 935 | $90K |
| Motco | 0.01% | No change | 920 | $88K |
| Abound Wealth Management | 0.03% | Add +0.1% | 882 | $84K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 877 | $84K |
| SouthState Bank Corp | 0.01% | No change | 875 | $84K |
| Balentine LLC | 0.00% | Reduce -33.9% | 874 | $84K |
| Ballast Advisors LLC | 0.03% | No change | 864 | $83K |
| Armor Investment Advisors, LLC | 0.03% | Reduce -1.6% | 838 | $80K |
| Russell Investments Group, Ltd. | 0.00% | Add +130.2% | 838 | $80K |
| Hemington Wealth Management | 0.02% | New | 844 | $80K |
| Pin Oak Investment Advisors Inc. | 0.07% | Reduce -19.4% | 829 | $79K |
| Rise Advisors, LLC | 0.04% | Add +0.1% | 817 | $78K |
| Center for Financial Planning, Inc. | 0.01% | No change | 814 | $78K |
| TruNorth Capital Management, LLC | 0.02% | No change | 802 | $77K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +29.3% | 795 | $76K |
| Frazier Financial Advisors, LLC | 0.06% | Add +0.1% | 755 | $72K |
| Tucker Asset Management LLC | 0.02% | Reduce -22.3% | 751 | $72K |
| AlphaMark Advisors, LLC | 0.02% | Reduce -43.0% | 728 | $70K |
| Aspect Partners, LLC | 0.04% | No change | 720 | $69K |
| PFS Partners, LLC | 0.04% | Add +0.1% | 715 | $68K |
| Denver PWM, LLC | 0.03% | Add +0.3% | 703 | $67K |
| Ascentis Wealth Management, LLC | 0.02% | — | 691 | $66K |
| Archer Investment Corp | 0.02% | Add +0.1% | 680 | $65K |
| Copley Financial Group, Inc. | 0.06% | — | 669 | $64K |
| Rice Partnership, LLC | 0.01% | No change | 668 | $64K |
| Ruedi Wealth Management, Inc. | 0.02% | No change | 643 | $62K |
| Wintrust Investments LLC | 0.05% | Reduce -91.4% | 642 | $61K |
| Lazard Asset Management LLC | 0.00% | New | 640 | $61K |
| Smartleaf Asset Management LLC | 0.01% | New | 635 | $60K |
| True Wealth Design, LLC | 0.02% | No change | 627 | $60K |
| Capital Investment Counsel, Inc | 0.01% | No change | 612 | $59K |
| Chilton Capital Management LLC | 0.00% | Add +4.9% | 604 | $58K |
| Valued Wealth Advisors LLC | 0.04% | Add +160.2% | 601 | $58K |
| Sawyer & Company, Inc | 0.02% | No change | 600 | $57K |
| Element Wealth, LLC | 0.03% | Add +31.1% | 577 | $55K |
| Nemes Rush Group LLC | 0.01% | Add +338.8% | 645 | $54K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -93.1% | 561 | $54K |
| Annapolis Financial Services, LLC | 0.02% | No change | 550 | $53K |
| Independence Bank of Kentucky | 0.01% | Reduce -13.0% | 550 | $53K |
| Concord Wealth Partners | 0.01% | Reduce -20.3% | 549 | $53K |
| GoalVest Advisory LLC | 0.02% | Reduce -73.2% | 548 | $52K |
| Adirondack Trust Co. | 0.02% | Add +14.5% | 537 | $51K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 533 | $51K |
| Northwest Financial Advisors | 0.04% | New | 511 | $49K |
| Centennial Bank | 0.02% | No change | 484 | $46K |
| Westside Investment Management, Inc. | 0.01% | No change | 480 | $46K |
| Kozak & Associates, Inc. | 0.01% | Add +0.2% | 469 | $45K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -5.4% | 472 | $45K |
| Breakwater Investment Management | 0.02% | No change | 460 | $44K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 460 | $44K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -38.1% | 455 | $44K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 452 | $43K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 445 | $43K |
| Atwood & Palmer Inc. | 0.00% | Reduce -16.8% | 442 | $42K |
| PrairieView Partners, LLC | 0.00% | No change | 444 | $42K |
| Avondale Wealth Management | 0.03% | No change | 434 | $42K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 417 | $40K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | Add +2.0% | 414 | $40K |
| Davis Capital Management | 0.03% | Add +78.3% | 412 | $39K |
| Chesapeake Asset Management LLC | 0.03% | New | 410 | $39K |
| Financial Connections Group, Inc. | 0.02% | No change | 380 | $36K |
| New Potomac Partners, LLC | 0.02% | New | 360 | $34K |
| WASHINGTON TRUST Co | 0.00% | Add +16.3% | 349 | $33K |
| HighMark Wealth Management LLC | 0.02% | Add +13.5% | 337 | $32K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -55.9% | 336 | $32K |
| Flaharty Asset Management, LLC | 0.00% | New | 334 | $32K |
| Providence Capital Advisors, LLC | 0.01% | No change | 324 | $31K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 328 | $31K |
| McIlrath & Eck, LLC | 0.00% | No change | 306 | $29K |
| Macroview Investment Management LLC | 0.03% | No change | 304 | $29K |
| Provident Wealth Management, LLC | 0.01% | Reduce -3.6% | 270 | $26K |
| DecisionPoint Financial, LLC | 0.01% | No change | 265 | $25K |
| Headlands Technologies LLC | 0.00% | Reduce -93.4% | 257 | $25K |
| Founders Capital Management | 0.01% | Reduce -82.0% | 250 | $24K |
| Morling Financial Advisors, LLC | 0.01% | No change | 234 | $22K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 220 | $21K |
| 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 |
| Toth Financial Advisory Corp. | 0.00% | No change | 189 | $18K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Add +15.9% | 175 | $17K |
| Pacifica Partners Inc. | 0.01% | New | 170 | $16K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -53.9% | 170 | $16K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 149 | $15K |
| POM Investment Strategies, LLC | 0.01% | Reduce -93.3% | 155 | $15K |
| Creekmur Asset Management LLC | 0.00% | No change | 154 | $15K |
| Grand Wealth Management, LLC | 0.01% | New | 149 | $14K |
| Eukles Asset Management | 0.01% | No change | 148 | $14K |
| Peterson Financial Group, Inc. | 0.05% | New | 145 | $14K |
| Blume Capital Management, Inc. | 0.00% | New | 132 | $13K |
| Field & Main Bank | 0.00% | No change | 128 | $12K |
| St Germain D J Co. Inc. | 0.00% | Reduce -25.0% | 126 | $12K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 123 | $12K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 102 | $10K |
| First United Bank & Trust | 0.00% | Reduce -28.6% | 100 | $10K |
| Abich Financial Wealth Management LLC | 0.02% | New | 88 | $8K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 82 | $8K |
| Caitlin John, LLC | 0.01% | No change | 77 | $8K |
| Financial Gravity Companies, Inc. | 0.00% | — | 81 | $8K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 76 | $7K |
| Howe & Rusling Inc. | 0.00% | Add +61.4% | 71 | $7K |
| ESL Trust Services, LLC | 0.00% | No change | 62 | $6K |
| FPC Investment Advisory, Inc. | 0.01% | No change | 62 | $6K |
| Register Financial Advisors LLC | 0.00% | No change | 53 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 49 | $5K |
| Pineridge Advisors LLC | 0.00% | New | 45 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 28 | $3K |
| Paladin Advisory Group, LLC | 0.00% | No change | 21 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 17 | $2K |
| Robinswood Financial LLC | 0.00% | New | 16 | $2K |
| M&R Capital Management Inc. | 0.00% | No change | 15 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 18 | $1K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -94.2% | 8 | $1K |
| Arcadia Investment Management Corp. | 0.00% | No change | 10 | $958 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 10 | $957 |
| Country Trust Bank | 0.00% | No change | 1 | $96 |
"% 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.