iShares S&P 500 Growth ETFIVWETF
13F holders, Q4 2024 (December 31)1,875holders +169
85new positions
56sold out
6famous investors
$101.61avg. 13F price*
At the end of Q4 2024, 1,875 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 169 from Q3 2024. 85 opened new positions and 56 sold out. The largest holders were Envestnet Asset Management Inc. ($4.6B), JPMorgan Chase & Co. ($4.6B) and Morgan Stanley ($3.3B). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $393.9M |
| Exits | 56 | $158.7M |
All 13F filers, Q3 2024 → Q4 2024: 15,244,541 shares bought and 14,320,754 shares sold, net +923,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,875 holders
| Envestnet Asset Management Inc. | 1.49% | Reduce -1.6% | 45,729,472 | $4.6B |
| JPMorgan Chase & Co. | 0.36% | Add +1.7% | 44,878,487 | $4.6B |
| Morgan Stanley | 0.23% | Reduce -2.1% | 32,630,945 | $3.3B |
| Bank of America Corp. | 0.17% | Reduce -0.3% | 18,554,012 | $1.9B |
| LPL Financial LLC | 0.74% | Add +14.4% | 17,940,390 | $1.8B |
| Wells Fargo & Company | 0.41% | Add +6.4% | 16,602,697 | $1.7B |
| UBS Group AG | 0.21% | Add +0.4% | 9,247,949 | $938.9M |
| Ameriprise Financial Inc. | 0.21% | Add +2.4% | 7,975,850 | $809.7M |
| Stifel Financial Corp. | 0.74% | Reduce -6.7% | 6,971,341 | $707.8M |
| Goldman Sachs Group Inc. | 0.12% | Reduce -1.3% | 6,359,736 | $645.7M |
| Jones Financial Companies LLLP | 0.57% | Reduce -29.3% | 5,888,244 | $597.8M |
| Envestnet Portfolio Solutions, Inc. | 1.94% | Reduce -2.3% | 5,855,956 | $594.6M |
| PNC Financial Services Group, Inc. | 0.37% | Add +2.8% | 5,478,191 | $556.2M |
| Cwm, LLC | 2.27% | Reduce -5.9% | 5,377,109 | $545.9M |
| BlackRock, Inc. | 0.01% | Reduce -5.3% | 4,636,983 | $470.8M |
| M&T Bank Corp | 1.58% | Reduce -0.8% | 4,630,622 | $470.1M |
| Raymond James Financial Inc. | 0.17% | — | 4,499,950 | $456.9M |
| Park Avenue Securities LLC | 3.99% | Add +0.4% | 3,817,542 | $387.6M |
| Mariner, LLC | 0.63% | Reduce -2.4% | 3,668,595 | $372.5M |
| Royal Bank of Canada | 0.08% | Reduce -0.9% | 3,480,422 | $353.5M |
| Commonwealth Equity Services, LLC | 0.50% | Add +3.6% | 3,386,082 | $343.8M |
| Cetera Investment Advisers | 0.68% | Add +1.1% | 3,212,404 | $326.2M |
| Lido Advisors, LLC | 2.00% | Add +49.7% | 3,127,477 | $317.5M |
| FIL Ltd | 0.29% | New | 3,047,709 | $309.4M |
| MML Investors Services, LLC | 1.06% | Add +1.9% | 3,036,812 | $308.3M |
| Regions Financial Corp. | 2.10% | Reduce -1.8% | 2,820,325 | $286.3M |
| HB Wealth Management, LLC | 2.58% | Reduce -1.4% | 2,483,216 | $252.2M |
| Janney Montgomery Scott LLC | 0.65% | Reduce -2.5% | 2,306,387 | $234.2M |
| FMR LLC | 0.01% | Reduce -1.0% | 2,129,827 | $216.2M |
| Osaic Holdings, Inc. | 0.44% | Add +5.9% | 2,002,173 | $193.8M |
| NewEdge Advisors, LLC | 1.13% | Add +15.3% | 1,857,847 | $188.6M |
| HighTower Advisors, LLC | 0.26% | Reduce -1.1% | 1,833,277 | $186.1M |
| US Bancorp \de | 0.22% | Reduce -52.1% | 1,658,474 | $168.4M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +0.5% | 1,654,280 | $168.0M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.1% | 1,621,194 | $164.6M |
| Sanctuary Advisors, LLC | 0.94% | Add +0.6% | 1,420,998 | $148.8M |
| Foundations Investment Advisors, LLC | 2.83% | Add +1.0% | 1,444,022 | $146.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.67% | Reduce -7.0% | 1,357,648 | $137.8M |
| Thrivent Financial for Lutherans | 0.26% | Reduce -8.2% | 1,320,452 | $133.7M |
| United Capital Financial Advisors, LLC | 1.09% | Reduce -5.6% | 1,269,567 | $128.9M |
| JB Capital LLC | 7.10% | Reduce -1.7% | 1,249,531 | $126.9M |
| MAI Capital Management | 0.91% | Add +25.3% | 1,203,770 | $122.2M |
| Truist Financial Corp. | 0.19% | Add +3.2% | 1,191,099 | $120.9M |
| Moneta Group Investment Advisors LLC | 1.68% | Reduce -2.9% | 1,184,607 | $120.3M |
| Midland Wealth Advisors, LLC | 7.07% | Reduce -2.0% | 1,156,767 | $117.4M |
| Two Sigma Investments, LP | 0.27% | Reduce -4.5% | 1,086,331 | $110.3M |
| Rehmann Capital Advisory Group | 6.93% | Add +2.0% | 1,077,456 | $109.4M |
| Calamos Wealth Management LLC | 5.38% | Add +1.8% | 1,045,415 | $106.1M |
| Courier Capital LLC | 7.20% | Reduce -1.1% | 1,028,505 | $104.4M |
| Cambridge Investment Research Advisors, Inc. | 0.35% | Add +3.0% | 1,025,189 | $104.1M |
| Comerica Bank | 0.41% | Reduce -3.3% | 989,191 | $100.4M |
| LVZ, Inc. | 12.32% | Reduce -0.7% | 946,392 | $96.1M |
| Focus Partners Wealth | 0.24% | Add +93.8% | 919,993 | $93.4M |
| Baird Financial Group, Inc. | 0.18% | Reduce -6.0% | 914,992 | $92.9M |
| Avantax Advisory Services, Inc. | 0.58% | Add +13.4% | 902,386 | $91.6M |
| Modern Wealth Management, LLC | 3.32% | Add +8.4% | 876,220 | $89.0M |
| USA Financial Formulas | 13.20% | Reduce -1.3% | 827,204 | $84.0M |
| Keybank National Association | 0.31% | Reduce -3.3% | 784,449 | $79.6M |
| Fifth Third Bancorp | 0.28% | Reduce -5.7% | 770,939 | $78.3M |
| AE Wealth Management LLC | 0.65% | Reduce -5.0% | 758,448 | $77.0M |
| Modera Wealth Management, LLC | 0.92% | Reduce -1.0% | 754,241 | $76.6M |
| Praetorian Wealth Management, Inc. | 18.37% | Reduce -0.7% | 744,601 | $75.6M |
| Northern Trust Corp. | 0.01% | Add +1.5% | 732,661 | $74.4M |
| Advocacy Wealth Management, LLC | 5.55% | Add +4.9% | 719,242 | $73.0M |
| Atria Wealth Solutions, Inc. | 0.79% | Reduce -3.4% | 709,612 | $72.0M |
| Salomon & Ludwin, LLC | 7.61% | Reduce -7.0% | 707,791 | $71.9M |
| Valmark Advisers, Inc. | 1.10% | Reduce -3.4% | 695,288 | $70.6M |
| Kestra Advisory Services, LLC | 0.37% | Add +10.1% | 658,404 | $66.8M |
| Peninsula Wealth, LLC | 11.23% | Add +3.9% | 649,125 | $65.9M |
| Stegner Investment Associates Inc. | 42.41% | Reduce -1.5% | 631,174 | $64.1M |
| Rockefeller Capital Management L.P. | 0.16% | Add +16.1% | 605,841 | $61.5M |
| Bank of Montreal | 0.03% | Reduce -3.5% | 597,896 | $60.7M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +10.9% | 596,523 | $60.6M |
| World Investment Advisors | 1.64% | Add +116.2% | 587,869 | $59.7M |
| Private Advisor Group, LLC | 0.33% | Add +0.6% | 584,514 | $59.3M |
| Austin Private Wealth, LLC | 5.55% | Add +2.2% | 582,437 | $59.1M |
| Arvest Bank Trust Division | 3.56% | Reduce -2.1% | 582,426 | $59.1M |
| SilverOak Wealth Management LLC | 12.62% | Add +0.0% | 577,636 | $58.6M |
| Creative Planning | 0.06% | Add +13.8% | 576,393 | $58.5M |
| Allworth Financial LP | 0.32% | Reduce -0.9% | 550,844 | $58.5M |
| Integrated Wealth Concepts LLC | 0.68% | Reduce -1.9% | 573,684 | $58.2M |
| NorthCoast Asset Management LLC | 0.29% | Reduce -1.5% | 572,618 | $58.1M |
| SCS Capital Management LLC | 1.18% | Add +17.2% | 565,639 | $57.4M |
| OneDigital Investment Advisors LLC | 0.65% | Reduce -15.2% | 552,826 | $56.1M |
| West Wealth Group, LLC | 16.20% | Add +4.4% | 534,688 | $54.3M |
| CreativeOne Wealth, LLC | 1.64% | Add +0.6% | 527,255 | $53.5M |
| North Star Investment Management Corp. | 3.69% | Reduce -1.5% | 522,269 | $53.0M |
| Probity Advisors, Inc. | 9.77% | Reduce -0.8% | 499,710 | $50.7M |
| Steward Partners Investment Advisory, LLC | 0.45% | Reduce -10.1% | 499,278 | $50.7M |
| Choreo, LLC | 0.73% | Reduce -0.9% | 496,589 | $50.5M |
| Sigma Planning Corp | 1.50% | Reduce -7.2% | 470,456 | $47.8M |
| Captrust Financial Advisors | 0.13% | Reduce -3.1% | 453,014 | $46.0M |
| 1834 Investment Advisors Co. | 5.82% | Reduce -5.3% | 452,941 | $46.0M |
| Parallel Advisors, LLC | 1.04% | Add +8.6% | 451,256 | $45.8M |
| Atria Investments, Inc | 0.56% | Reduce -7.6% | 445,001 | $45.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -20.9% | 442,562 | $44.9M |
| Connecticut Wealth Management, LLC | 2.11% | Reduce -3.8% | 423,817 | $43.0M |
| PKS Advisory Services, LLC | 10.58% | — | 71,896 | $42.3M |
| Prudential PLC | 0.21% | Add +148.2% | 414,700 | $42.1M |
| Capital Advisors Inc. | 0.82% | Reduce -6.6% | 404,076 | $41.0M |
| Financial Life Advisors | 14.99% | Add +3.9% | 392,972 | $39.9M |
| Pinkerton Wealth, LLC | 5.72% | Reduce -2.8% | 388,155 | $39.4M |
| Icon Wealth Advisors, LLC | 3.24% | Reduce -5.4% | 387,945 | $39.4M |
| Quantitative Strategies, Inc. | 20.18% | Reduce -1.6% | 371,664 | $37.7M |
| Bokf, NA | 0.64% | Add +7.1% | 372,700 | $37.7M |
| HSBC Holdings PLC | 0.02% | Add +60.1% | 370,180 | $37.6M |
| Waverly Advisors, LLC | 0.58% | Add +12.1% | 368,690 | $37.4M |
| Encompass Wealth Advisors, LLC | 15.07% | Add +2.0% | 367,564 | $37.3M |
| Foundation Wealth Management, LLC | 28.69% | Reduce -1.9% | 363,952 | $37.0M |
| Clearstead Advisors, LLC | 0.56% | Reduce -1.0% | 361,139 | $36.7M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -4.8% | 359,219 | $36.5M |
| Greenleaf Trust | 0.33% | Reduce -0.5% | 353,421 | $35.9M |
| Busey Bank | 1.17% | Reduce -0.4% | 351,248 | $35.7M |
| Calydon Capital | 6.95% | Add +20.6% | 348,343 | $35.4M |
| BOK Financial Private Wealth, Inc. | 2.56% | Reduce -2.8% | 347,100 | $35.2M |
| Lee Financial Co | 4.95% | Add +1.8% | 346,205 | $35.2M |
| MV Capital Management, Inc. | 3.71% | Reduce -1.4% | 342,386 | $34.8M |
| LMG Wealth Partners, LLC | 7.56% | Add +0.3% | 341,616 | $34.7M |
| Principal Securities, Inc. | 0.77% | Add +4.7% | 336,510 | $34.2M |
| Cerity Partners LLC | 0.07% | Add +32.5% | 333,299 | $33.8M |
| Pathstone Holdings, LLC | 0.15% | Add +6.5% | 332,186 | $33.7M |
| Per Stirling Capital Management, LLC. | 4.78% | Add +41.5% | 331,991 | $33.7M |
| Ewa, LLC | 12.64% | Add +1.8% | 331,442 | $33.7M |
| Citigroup Inc. | 0.03% | Reduce -3.0% | 326,007 | $33.1M |
| Amarillo National Bank | 6.05% | Reduce -0.1% | 324,612 | $33.0M |
| MA Private Wealth | 6.15% | Add +1.9% | 323,946 | $32.9M |
| TD Private Client Wealth LLC | 0.91% | Reduce -3.5% | 321,629 | $32.7M |
| Stokes Family Office, LLC | 3.34% | Reduce -6.1% | 307,968 | $31.3M |
| Concurrent Investment Advisors, LLC | 0.84% | Reduce -5.5% | 306,896 | $31.2M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -7.8% | 304,132 | $30.9M |
| First Hawaiian Bank | 1.00% | Reduce -8.1% | 301,176 | $30.6M |
| SteelPeak Wealth, LLC | 1.26% | Reduce -4.0% | 300,179 | $30.5M |
| First Merchants Corp. | 1.15% | Add +0.9% | 294,589 | $29.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.68% | Add +0.4% | 292,050 | $29.7M |
| Stratos Wealth Partners, LTD. | 0.42% | Add +2.9% | 291,649 | $29.6M |
| Pettinga Financial Advisors LLC | 6.61% | Reduce -3.7% | 287,750 | $29.2M |
| High Falls Advisors, Inc | 6.76% | Reduce -6.0% | 286,930 | $29.1M |
| Horst & Graben Wealth Management LLC | 5.13% | Reduce -6.0% | 283,704 | $28.8M |
| Wilmington Savings Fund Society, FSB | 0.52% | Reduce -1.5% | 283,430 | $28.8M |
| Clear Creek Financial Management, LLC | 3.09% | Add +56.0% | 281,842 | $28.6M |
| Merit Financial Group, LLC | 0.51% | Add +90.8% | 280,000 | $28.4M |
| Silicon Valley Capital Partners | 3.15% | Reduce -1.1% | 278,245 | $28.3M |
| Farther Finance Advisors, LLC | 1.02% | Add +15.1% | 277,321 | $28.2M |
| Orion Porfolio Solutions, LLC | 0.27% | Reduce -4.6% | 269,768 | $27.4M |
| Orion Portfolio Solutions, LLC | 0.27% | Reduce -4.6% | 269,768 | $27.4M |
| Beacon Pointe Advisors, LLC | 0.30% | Add +10.1% | 268,682 | $27.3M |
| Sharkey, Howes & Javer | 3.82% | Reduce -5.6% | 267,686 | $27.2M |
| Cahill Financial Advisors Inc. | 3.62% | Add +3.5% | 263,232 | $26.7M |
| Ameritas Investment Partners, Inc. | 0.87% | Reduce -6.8% | 262,877 | $26.7M |
| Stone House Investment Management, LLC | 6.74% | Reduce -16.7% | 261,264 | $26.5M |
| Powell Investment Advisors, LLC | 12.28% | Add +0.5% | 260,992 | $26.5M |
| First Horizon Advisors, Inc. | 0.74% | Add +0.8% | 260,285 | $26.4M |
| Saiph Capital, LLC | 11.92% | Reduce -1.9% | 258,709 | $26.3M |
| Csenge Advisory Group | 1.42% | Reduce -7.0% | 258,053 | $26.2M |
| Security Financial Services, INC. | 5.33% | Reduce -5.0% | 258,050 | $26.2M |
| Advisory Services Network, LLC | 0.48% | Add +10.4% | 251,396 | $25.5M |
| Blue Edge Capital, LLC | 3.99% | Reduce -10.5% | 249,960 | $25.4M |
| Kwmg, LLC | 2.60% | Reduce -4.1% | 248,760 | $25.3M |
| Droms Strauss Advisors Inc. /Mo/ | 8.23% | Reduce -0.2% | 248,279 | $25.2M |
| J.W. Cole Advisors, Inc. | 1.02% | Reduce -1.9% | 247,374 | $25.1M |
| Graypoint LLC | 1.51% | Add +17.1% | 245,504 | $24.9M |
| Smith Anglin Financial, LLC | 2.32% | Reduce -0.5% | 243,683 | $24.7M |
| Western Wealth Management, LLC | 1.31% | Reduce -1.3% | 241,320 | $24.5M |
| ShoreHaven Wealth Partners, LLC | 11.57% | Reduce -0.7% | 241,195 | $24.5M |
| Gladstone Institutional Advisory LLC | 1.14% | Add +15.5% | 241,113 | $24.5M |
| Asset Management One Co., Ltd. | 0.08% | Reduce -1.5% | 235,900 | $24.4M |
| Corient Private Wealth LP | 0.04% | Reduce -5.4% | 269,232 | $24.4M |
| Detalus Advisors, LLC | 8.02% | Reduce -0.6% | 239,890 | $24.4M |
| Invst, LLC | 2.94% | Reduce -2.3% | 238,615 | $24.2M |
| StoneX Group Inc. | 1.33% | Add +356.8% | 238,239 | $24.2M |
| One Wealth Advisors, LLC | 3.58% | Add +1.0% | 237,794 | $24.1M |
| SPC Financial, Inc. | 2.10% | Reduce -1.4% | 236,940 | $24.1M |
| McMorgan & Co. LLC | 3.72% | Reduce -8.4% | 236,938 | $24.1M |
| Integrity Alliance, Llc. | 2.56% | — | 232,529 | $23.6M |
| Wealth Alliance, LLC | 2.82% | Reduce -2.0% | 231,942 | $23.5M |
| &partners | 0.28% | Add +24.8% | 227,632 | $23.5M |
| Liberty Wealth Management LLC | 3.91% | Reduce -2.7% | 231,335 | $23.5M |
| Avior Wealth Management, LLC | 0.82% | Add +8.2% | 220,672 | $22.4M |
| Blue Trust, Inc. | 0.29% | Reduce -20.7% | 219,805 | $22.3M |
| Physician Wealth Advisors, Inc. | 3.67% | Reduce -2.5% | 214,120 | $21.7M |
| GHP Investment Advisors, Inc. | 1.01% | Reduce -11.6% | 213,087 | $21.6M |
| Composition Wealth, LLC | 0.43% | Add +1.0% | 211,039 | $21.4M |
| Transform Wealth, LLC | 1.18% | Add +1.4% | 208,705 | $21.2M |
| ADG Wealth Management Group, LLC | 18.82% | — | 208,685 | $21.2M |
| Inlight Wealth Management, LLC | 12.20% | — | 210,897 | $21.1M |
| Sei Investments Co. | 0.03% | Reduce -5.3% | 207,533 | $21.1M |
| Keystone Financial Services | 8.03% | Add +1.3% | 206,680 | $21.0M |
| Spire Wealth Management | 0.64% | Add +3.0% | 203,899 | $20.7M |
| Brookstone Capital Management | 0.30% | Reduce -11.0% | 203,305 | $20.6M |
| UMB Bank, n.a. | 0.32% | Add +0.7% | 199,822 | $20.3M |
| Scissortail Wealth Management, LLC | 5.19% | Add +24415.5% | 199,556 | $20.3M |
| Citizens Financial Group Inc. | 0.39% | Add +6.5% | 198,991 | $20.2M |
| Guidance Point Advisors, LLC | 5.84% | Add +1.8% | 197,193 | $20.0M |
| Ifrah Financial Services, Inc. | 5.46% | Reduce -3.7% | 194,612 | $19.8M |
| Adaptive Financial Consulting, LLC | 8.18% | Reduce -1.0% | 194,214 | $19.7M |
| Kelly Financial Services LLC | 7.08% | Reduce -1.4% | 193,505 | $19.6M |
| Cullen/Frost Bankers, Inc. | 0.27% | Reduce -0.2% | 193,033 | $19.6M |
| Cresset Asset Management, LLC | 0.09% | Reduce -13.8% | 192,428 | $19.5M |
| Concourse Financial Group Securities, Inc. | 1.10% | Reduce -5.6% | 182,989 | $19.4M |
| M1 Capital Management LLC | 10.49% | — | 191,233 | $19.4M |
| FAS Wealth Partners, Inc. | 1.61% | Reduce -1.7% | 188,416 | $19.1M |
| CFS Investment Advisory Services, LLC | 1.71% | Reduce -6.1% | 188,368 | $19.1M |
| Capital Analysts, LLC | 0.76% | Add +0.3% | 187,389 | $19.0M |
| PAX Financial Group, LLC | 3.35% | Add +3.4% | 184,477 | $18.7M |
| Ameritas Advisory Services, LLC | 0.64% | Add +18.2% | 183,279 | $18.6M |
| Global Retirement Partners, LLC | 0.53% | Reduce -2.2% | 182,778 | $18.6M |
| Ascent Group, LLC | 1.39% | Add +1.2% | 182,568 | $18.5M |
| Sunbelt Securities, Inc. | 1.63% | Reduce -1.5% | 180,826 | $18.5M |
| Robertson Stephens Wealth Management, LLC | 0.65% | Add +0.8% | 180,521 | $18.3M |
| Wealthspire Advisors, LLC | 0.18% | Add +2.0% | 180,516 | $18.3M |
| Townsquare Capital LLC | 0.20% | Add +0.1% | 177,711 | $18.0M |
| Dynasty Wealth Management, LLC | 0.31% | Add +167.7% | 175,178 | $17.8M |
| Sequoia Financial Advisors, LLC | 0.17% | Reduce -1.2% | 174,493 | $17.7M |
| Gallagher Capital Advisors, LLC | 12.87% | — | 173,964 | $17.7M |
| Kestra Private Wealth Services, LLC | 0.30% | Add +11.4% | 173,056 | $17.6M |
| Callan Family Office, LLC | 1.11% | Add +6.7% | 172,567 | $17.5M |
| Qube Research & Technologies Ltd | 0.03% | Add +307.1% | 172,441 | $17.5M |
| Cypress Wealth Services, LLC | 3.51% | Add +0.4% | 171,924 | $17.5M |
| Ironwood Financial, llc | 3.63% | Reduce -1.2% | 170,456 | $17.3M |
| Silvercrest Asset Management Group LLC | 0.12% | No change | 170,141 | $17.3M |
| Sterling Investment Counsel, LLC | 11.41% | Reduce -41.3% | 169,983 | $17.3M |
| Rodgers & Associates, LTD | 2.05% | Reduce -5.0% | 169,549 | $17.2M |
| Financial Advocates Investment Management | 0.98% | Reduce -10.7% | 169,325 | $17.2M |
| Focus Financial Network, Inc. | 0.68% | Reduce -0.3% | 168,942 | $17.2M |
| ONE Advisory Partners, LLC | 7.61% | Reduce -4.5% | 168,873 | $17.1M |
| Ashton Thomas Private Wealth, LLC | 0.67% | Add +45.6% | 168,770 | $17.1M |
| Prosperity Consulting Group, LLC | 1.29% | Reduce -0.7% | 168,521 | $17.1M |
| Meridian Wealth Partners, LLC | 2.59% | Add +2.7% | 168,185 | $17.1M |
| Independent Solutions Wealth Management, LLC | 3.68% | Reduce -9.0% | 165,680 | $16.8M |
| Mesirow Financial Investment Management, Inc. | 0.33% | Reduce -0.6% | 165,068 | $16.8M |
| Laird Norton Wetherby Trust Company, LLC | 2.28% | No change | 164,492 | $16.7M |
| First Heartland Consultants, Inc. | 1.71% | Reduce -41.6% | 164,432 | $16.7M |
| Snowden Capital Advisors LLC | 0.51% | Reduce -3.9% | 161,197 | $16.4M |
| JFS Wealth Advisors, LLC | 1.12% | Reduce -8.5% | 161,030 | $16.3M |
| Equitable Holdings, Inc. | 0.15% | Reduce -42.0% | 160,175 | $16.3M |
| Legacy Financial Group LLC | 2.59% | Reduce -4.9% | 157,852 | $16.0M |
| DT Investment Partners, LLC | 1.34% | Reduce -18.8% | 155,923 | $15.8M |
| Acropolis Investment Management, LLC | 0.93% | Reduce -0.1% | 155,335 | $15.8M |
| Triad Wealth Partners, LLC | 5.67% | Add +148.8% | 154,767 | $15.7M |
| Capital Advisors, Ltd. LLC | 1.98% | Add +1.5% | 154,450 | $15.7M |
| WealthShield Partners, LLC | 2.22% | Reduce -0.9% | 154,144 | $15.7M |
| Sterling Financial Planning, Inc. | 5.73% | Reduce -1.5% | 153,268 | $15.6M |
| Kilter Group LLC | 10.12% | — | 153,141 | $15.5M |
| Trust Point Inc. | 1.08% | Reduce -0.2% | 152,714 | $15.5M |
| Ieq Capital, LLC | 0.15% | Add +0.2% | 152,262 | $15.5M |
| Apollon Wealth Management, LLC | 0.35% | Add +22.5% | 151,432 | $15.4M |
| Carbahal Olsen Financial Services Group, LLC | 14.11% | — | 150,691 | $15.3M |
| Trek Financial, LLC | 1.13% | Reduce -13.3% | 149,670 | $15.2M |
| TSA Wealth Managment LLC | 6.01% | Reduce -2.7% | 145,413 | $14.8M |
| Madrona Financial Services, LLC | 4.00% | Add +4.5% | 144,802 | $14.7M |
| Carl P. Sherr & Co., LLC | 7.71% | Reduce -2.2% | 144,572 | $14.7M |
| B. Riley Wealth Advisors, Inc. | 0.48% | Reduce -36.7% | 144,433 | $14.7M |
| Blair William & Co. | 0.04% | Add +1.6% | 144,242 | $14.6M |
| Scarborough Advisors, LLC | 2.06% | Reduce -5.4% | 143,457 | $14.6M |
| TCP Asset Management, LLC | 3.21% | Add +5.3% | 143,162 | $14.5M |
| Mutual Advisors, LLC | 0.42% | Add +2.4% | 141,418 | $14.5M |
| Instrumental Wealth, LLC | 13.63% | Add +0.5% | 139,298 | $14.4M |
| LBMC Investment Advisors, LLC | 1.13% | Reduce -0.8% | 141,307 | $14.3M |
| Sagespring Wealth Partners, LLC | 0.37% | — | 139,683 | $14.2M |
| Avitas Wealth Management LLC | 1.95% | Reduce -0.6% | 139,077 | $14.1M |
| Natixis Advisors, LLC | 0.03% | Add +2.5% | 138,563 | $14.1M |
| Peapack Gladstone Financial Corp. | 0.20% | Reduce -6.7% | 137,698 | $14.0M |
| Rothschild Wealth LLC | 4.06% | Add +6812.8% | 136,874 | $13.9M |
| Evergreen Capital Management LLC | 0.45% | Reduce -24.0% | 136,550 | $13.9M |
| Camarda Financial Advisors, LLC | 5.19% | Reduce -1.3% | 136,061 | $13.8M |
| Johnson Investment Counsel Inc. | 0.13% | Add +1.5% | 135,920 | $13.8M |
| Perkins Coie Trust Co | 3.00% | Reduce -0.2% | 134,157 | $13.6M |
| Avantax Planning Partners, Inc. | 0.49% | Reduce -1.4% | 133,772 | $13.6M |
| Regal Investment Advisors LLC | 1.02% | Reduce -4.2% | 133,491 | $13.6M |
| Swmg, LLC | 5.38% | Add +8.1% | 127,028 | $13.5M |
| Apeiron RIA LLC | 3.75% | Add +0.6% | 132,025 | $13.4M |
| Twin Focus Capital Partners, LLC | 1.97% | Add +5.0% | 131,426 | $13.3M |
| Fifth Third Securities, Inc. | 1.12% | Add +11.6% | 130,375 | $13.2M |
| Keebeck Wealth Management | 1.89% | Reduce -3.7% | 129,448 | $13.1M |
| Independent Advisor Alliance | 0.17% | New | 129,011 | $13.1M |
| Commonwealth Financial Services, LLC | 2.55% | Reduce -6.4% | 128,159 | $13.0M |
| CoreCap Advisors, LLC | 0.59% | Add +23.1% | 128,125 | $13.0M |
| Florin Court Capital LLP | 13.48% | Add +132.6% | 127,900 | $13.0M |
| Stratos Wealth Advisors, LLC | 0.62% | Reduce -2.9% | 127,781 | $13.0M |
| Ehrlich Financial Group | 9.18% | Add +7.3% | 127,161 | $12.9M |
| Barrett & Company, Inc. | 5.41% | Add +3.4% | 126,244 | $12.8M |
| Argent Trust Co | 0.52% | Add +0.2% | 125,007 | $12.7M |
| Centerpoint Advisors, LLC | 4.44% | Reduce -2.3% | 124,941 | $12.7M |
| W Advisors, LLC | 7.80% | Reduce -3.9% | 124,243 | $12.6M |
| Great Valley Advisor Group, Inc. | 0.28% | Add +27.4% | 123,791 | $12.6M |
| Willis Johnson & Associates, Inc. | 0.96% | Reduce -5.7% | 123,634 | $12.6M |
| Savant Capital, LLC | 0.10% | Reduce -0.2% | 123,035 | $12.5M |
| Nicolet Bankshares Inc. | 2.42% | Reduce -1.4% | 122,088 | $12.4M |
| Assetmark, Inc. | 0.03% | Add +20.1% | 121,229 | $12.3M |
| Koss-Olinger Consulting, LLC | 1.08% | Add +0.5% | 121,134 | $12.3M |
| Maia Wealth LLC | 2.64% | Add +3.9% | 119,764 | $12.3M |
| Watts Gwilliam & Co., LLC | 2.58% | Add +6.5% | 119,416 | $12.2M |
| WCG Wealth Advisors LLC | 0.80% | Add +0.6% | 119,377 | $12.1M |
| Harbour Investments, Inc. | 0.35% | Reduce -1.5% | 118,630 | $12.0M |
| Bay Harbor Wealth Management, LLC | 3.89% | Add +0.7% | 117,970 | $12.0M |
| Alliancebernstein L.P. | 0.00% | Add +2.7% | 117,292 | $11.9M |
| Farmers & Merchants Investments Inc. | 0.37% | Reduce -4.1% | 117,152 | $11.9M |
| EP Wealth Advisors, LLC | 0.10% | Reduce -6.0% | 116,245 | $11.8M |
| Strategic Equity Management | 4.94% | Add +5.4% | 115,605 | $11.7M |
| TABR Capital Management, LLC | 10.26% | — | 115,313 | $11.7M |
| United Bank | 1.39% | Add +13.8% | 115,183 | $11.7M |
| Mayflower Financial Advisors, LLC | 1.73% | Add +0.2% | 113,923 | $11.6M |
| Avid Wealth Partners LLC | 8.21% | Add +1.1% | 113,752 | $11.5M |
| Ascent Capital Management, LLC | 11.78% | — | 113,469 | $11.5M |
| CX Institutional | 0.45% | Reduce -4.6% | 112,723 | $11.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.55% | No change | 112,123 | $11.4M |
| Level Four Advisory Services, LLC | 0.46% | Reduce -0.0% | 111,725 | $11.3M |
| Traynor Capital Management, Inc. | 0.87% | Reduce -8.2% | 111,168 | $11.3M |
| Midwest Financial Group LLC | 6.48% | Add +3.3% | 111,132 | $11.3M |
| Blue Zone Wealth Advisors, LLC | 3.23% | Reduce -2.4% | 110,316 | $11.2M |
| Forthright Family Wealth Advisory LLC | 7.25% | Reduce -12.3% | 109,816 | $11.1M |
| Pacific Financial Group Inc. | 8.27% | Add +11.7% | 109,750 | $11.1M |
| Founders Grove Wealth Partners, LLC | 3.22% | — | 109,693 | $11.1M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -4.0% | 108,866 | $11.1M |
| Lee, Kelleher & Klein Wealth Management | 7.82% | — | 108,180 | $11.0M |
| YHB Investment Advisors, Inc. | 0.90% | Add +0.1% | 107,790 | $10.9M |
| Buck Wealth Strategies, LLC | 2.27% | Add +80.0% | 107,768 | $10.9M |
| Financial Advisors Network, Inc. | 1.81% | — | 107,064 | $10.9M |
| Howard Capital Management, LLC | 0.17% | Reduce -0.7% | 106,102 | $10.8M |
| Perigon Wealth Management, LLC | 0.26% | Add +3.9% | 104,980 | $10.8M |
| Patton Albertson Miller Group, LLC | 1.44% | Add +95.1% | 105,951 | $10.8M |
| Broadview Financial Management, LLC | 7.69% | Reduce -1.5% | 105,948 | $10.8M |
| Brown Advisory Inc. | 0.01% | Add +0.0% | 105,948 | $10.8M |
| Hancock Whitney Corp. | 0.34% | Add +2.5% | 104,577 | $10.6M |
| Vertex Planning Partners, LLC | 2.34% | Reduce -2.1% | 104,255 | $10.6M |
| First Financial Bank - Trust Division | 0.98% | Add +2.2% | 103,141 | $10.5M |
| BKM Wealth Management, LLC | 4.23% | Reduce -1.9% | 101,621 | $10.3M |
| KFG Wealth Management, LLC | 1.93% | Reduce -10.4% | 101,570 | $10.3M |
| Sterling Group Wealth Management, LLC | 5.33% | Reduce -1.4% | 101,163 | $10.3M |
| Moloney Securities Asset Management, LLC | 1.38% | Add +22.9% | 100,907 | $10.2M |
| Sovran Advisors, LLC | 1.45% | — | 100,951 | $10.1M |
| True Freedom Investing, LLC | 4.37% | — | 99,263 | $10.1M |
| EPG Wealth Management LLC | 2.63% | Reduce -8.9% | 98,121 | $10.0M |
| Peoples Bank | 5.84% | Reduce -0.7% | 97,637 | $9.9M |
| Signature Wealth Management Partners, LLC | 6.80% | Add +2.1% | 97,538 | $9.9M |
| Tiaa Trust, National Association | 0.03% | Reduce -4.6% | 96,067 | $9.8M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -2.1% | 94,845 | $9.7M |
| Horizon Family Wealth, Inc. | 6.45% | Add +1.8% | 95,582 | $9.7M |
| Simon Quick Advisors, LLC | 0.58% | Reduce -0.8% | 95,170 | $9.7M |
| SigFig Wealth Management, LLC | 0.35% | Reduce -4.6% | 94,226 | $9.7M |
| Wellspring Financial Advisors, LLC | 1.01% | Reduce -1.2% | 94,817 | $9.6M |
| Financial Perspectives, Inc | 3.19% | Add +0.2% | 93,451 | $9.5M |
| Belpointe Asset Management LLC | 0.57% | Add +0.5% | 101,351 | $9.5M |
| Geneos Wealth Management Inc. | 0.33% | Add +0.3% | 92,695 | $9.4M |
| Coldstream Capital Management Inc. | 0.20% | Reduce -1.9% | 92,666 | $9.4M |
| Hobbs Wealth Management, LLC | 10.57% | — | 91,109 | $9.3M |
| Guardian Wealth Advisors, LLC | 5.86% | Reduce -27.6% | 90,057 | $9.1M |
| Ascension Capital Advisors, Inc. | 3.97% | Add +0.5% | 89,835 | $9.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -44.8% | 89,527 | $9.1M |
| Associated Banc-Corp | 0.27% | Add +4.8% | 89,261 | $9.1M |
| Global View Capital Management LLC | 3.17% | — | 89,147 | $9.0M |
| Lansing Street Advisors | 3.13% | Add +20.7% | 88,376 | $9.0M |
| Spectrum Wealth Counsel, LLC | 1.03% | Reduce -6.8% | 86,148 | $8.7M |
| KMG Fiduciary Partners, LLC | 0.72% | Add +4.0% | 85,793 | $8.7M |
| Element Pointe Advisors, LLC | 2.05% | No change | 85,692 | $8.7M |
| True Vision MN LLC | 5.15% | Reduce -3.9% | 85,457 | $8.7M |
| FineMark National Bank & Trust | 0.30% | Add +12.1% | 84,637 | $8.6M |
| Resolute Wealth Strategies, LLC | 4.42% | Reduce -1.7% | 84,635 | $8.6M |
| Win Advisors, Inc. | 4.15% | New | 84,478 | $8.6M |
| Spectrum Planning & Advisory Services Inc. | 7.44% | Add +0.1% | 84,444 | $8.6M |
| Centaurus Financial, Inc. | 0.52% | Add +26.5% | 83,926 | $8.5M |
| Franklin Resources Inc. | 0.00% | Reduce -0.0% | 83,856 | $8.5M |
| Avestar Capital, LLC | 0.77% | Add +0.8% | 83,041 | $8.4M |
| Collier Financial | 7.37% | — | 81,216 | $8.2M |
| Maxwell Wealth Strategies Inc. | 3.36% | Add +4.9% | 81,153 | $8.2M |
| North Berkeley Wealth Management, LLC | 8.36% | — | 81,118 | $8.2M |
| Tilson Financial Group, Inc. | 3.33% | Reduce -0.7% | 80,345 | $8.2M |
| GC Wealth Management RIA, LLC | 1.42% | No change | 79,834 | $8.1M |
| Gen-Wealth Partners Inc | 3.46% | Reduce -0.1% | 79,243 | $8.0M |
| D.A. Davidson & Co. | 0.07% | Reduce -0.2% | 79,046 | $8.0M |
| Tradition Wealth Management, LLC | 0.70% | Reduce -3.9% | 78,802 | $8.0M |
| Wescott Financial Advisory Group, LLC | 0.83% | Add +8.8% | 78,535 | $8.0M |
| RKL Wealth Management LLC | 0.71% | Reduce -23.2% | 78,314 | $8.0M |
| Heck Capital Advisors, LLC | 0.91% | Add +7.5% | 77,828 | $7.9M |
| Exencial Wealth Advisors, LLC | 0.29% | Add +1.3% | 77,744 | $7.9M |
| Kraft, Davis & Associates, LLC | 2.24% | Reduce -13.8% | 74,792 | $7.9M |
| Norden Group LLC | 0.88% | Add +2.5% | 76,652 | $7.8M |
| Ellis Investment Partners, LLC | 1.53% | Reduce -1.1% | 76,354 | $7.8M |
| Patriot Financial Group Insurance Agency, LLC | 1.03% | Add +1.9% | 75,848 | $7.7M |
| Arkadios Wealth Advisors | 0.42% | Add +14.4% | 75,741 | $7.7M |
| One Wealth Capital Management, LLC | 3.90% | — | 75,723 | $7.7M |
| Higgins & Schmidt Wealth Strategies LLC | 4.77% | Reduce -8.3% | 75,299 | $7.6M |
| Ancora Advisors LLC | 0.17% | Add +13.4% | 75,193 | $7.6M |
| Pinnacle Financial Partners Inc | 0.15% | Reduce -1.5% | 75,387 | $7.6M |
| Signature Estate & Investment Advisors LLC | 0.19% | Add +2.6% | 75,081 | $7.6M |
| Sonata Capital Group Inc. | 3.15% | Add +0.5% | 74,959 | $7.6M |
| Firethorn Wealth Partners, LLC | 3.77% | Reduce -6.5% | 74,765 | $7.6M |
| Investment Advisory Group, LLC | 2.53% | Add +13.8% | 74,516 | $7.6M |
| Retirement Planning Group, LLC | 0.38% | Reduce -1.7% | 74,178 | $7.5M |
| Vestor Capital, LLC | 0.57% | Reduce -2.0% | 73,787 | $7.5M |
| Summit Investment Advisory Services, LLC | 3.86% | Reduce -0.6% | 73,658 | $7.5M |
| Financial Management Network Inc. | 1.55% | Reduce -2.2% | 72,200 | $7.5M |
| Charter Oak Capital Management, LLC | 0.68% | Reduce -2.1% | 71,925 | $7.3M |
| Private Wealth Advisors, LLC | 3.18% | Reduce -0.0% | 71,914 | $7.3M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -0.0% | 71,837 | $7.3M |
| Independent Financial Group, LLC | 0.24% | Add +16.6% | 70,306 | $7.1M |
| Frontier Asset Management, LLC | 2.34% | Add +1.1% | 69,830 | $7.1M |
| Quadrant Private Wealth Management, LLC | 1.74% | Add +6.5% | 69,738 | $7.1M |
| Asset Allocation Strategies LLC | 1.70% | Reduce -13.4% | 67,187 | $7.1M |
| Stenger Family Office, LLC | 2.37% | — | 68,648 | $7.0M |
| Moneywise, Inc. | 3.48% | Add +10.8% | 68,273 | $6.9M |
| Acas, LLC | 5.13% | Reduce -1.1% | 66,063 | $6.9M |
| AlTi Global, Inc. | 0.17% | Reduce -0.1% | 67,522 | $6.9M |
| Trustmark Bank Trust Department | 0.50% | No change | 66,629 | $6.8M |
| Sapient Capital LLC | 0.13% | Reduce -0.1% | 66,193 | $6.7M |
| NorthRock Partners, LLC | 0.22% | Reduce -3.4% | 66,093 | $6.7M |
| Goelzer Investment Management, Inc. | 0.39% | Reduce -7.5% | 65,977 | $6.7M |
| Gryphon Financial Partners LLC | 0.96% | Add +0.3% | 65,956 | $6.7M |
| Bleakley Financial Group, LLC | 0.20% | Add +1.4% | 65,567 | $6.7M |
| Novare Capital Management LLC | 0.56% | Add +94.8% | 65,062 | $6.6M |
| Compton Wealth Advisory Group, LLC | 1.70% | Add +0.1% | 64,984 | $6.6M |
| Strategic Blueprint, LLC | 0.39% | Add +4.0% | 64,667 | $6.6M |
| Rollins Financial Advisors, LLC | 1.02% | Reduce -10.0% | 64,338 | $6.5M |
| Centurion Wealth Management LLC | 2.03% | Reduce -0.3% | 64,013 | $6.5M |
| Eclectic Associates Inc. | 1.90% | New | 63,223 | $6.4M |
| Arvest Investments, Inc. | 1.02% | Reduce -6.8% | 62,684 | $6.4M |
| Cranbrook Wealth Management, LLC | 1.47% | Reduce -0.4% | 62,569 | $6.4M |
| Gimbal Financial | 5.18% | Add +3.9% | 62,408 | $6.3M |
| Cahaba Wealth Management, Inc. | 0.52% | Reduce -2.9% | 62,178 | $6.3M |
| Shared Vision Wealth Group LLC | 3.32% | Reduce -2.2% | 62,165 | $6.3M |
| Atlantic Family Wealth, LLC | 7.45% | — | 62,053 | $6.3M |
| Quantinno Capital Management LP | 0.06% | Reduce -0.3% | 61,717 | $6.3M |
| Cosner Financial Group, LLC | 3.91% | Add +0.1% | 60,790 | $6.2M |
| Nwam LLC | 0.38% | Add +6.2% | 60,769 | $6.2M |
| Lifelong Wealth Advisors, Inc. | 2.77% | — | 60,701 | $6.2M |
| Patriot Investment Management Group, Inc. | 0.46% | Add +0.7% | 60,231 | $6.1M |
| WealthPLAN Partners, LLC | 0.87% | Reduce -11.8% | 60,114 | $6.1M |
| IFP Advisors, Inc | 0.20% | Reduce -68.3% | 59,953 | $6.1M |
| Heritage Wealth Advisors | 0.30% | Reduce -0.0% | 59,715 | $6.1M |
| Tobias Financial Advisors, Inc. | 1.20% | Reduce -2.4% | 58,903 | $6.0M |
| Evercore Wealth Management, LLC | 0.09% | Add +10.8% | 58,760 | $6.0M |
| Financially Speaking Inc | 4.04% | — | 58,638 | $6.0M |
| Ascent Wealth Partners, LLC | 0.80% | Reduce -14.3% | 58,638 | $6.0M |
| RFG Advisory, LLC | 0.17% | Reduce -4.8% | 58,600 | $5.9M |
| Soltis Investment Advisors LLC | 0.55% | Add +4.0% | 58,117 | $5.9M |
| FFG Retirement Advisors LLC | 3.83% | Reduce -1.0% | 57,804 | $5.9M |
| Lowe Brockenbrough & Co. Inc. | 0.38% | Reduce -9.8% | 57,801 | $5.9M |
| Capital Investment Advisory Services, LLC | 0.56% | Add +0.1% | 57,723 | $5.9M |
| Laurel Wealth Planning LLC | 3.77% | Reduce -1.3% | 57,533 | $5.8M |
| Peterson Wealth Advisors, LLC | 1.05% | Reduce -5.9% | 56,483 | $5.8M |
| Elevation Point Wealth Partners, LLC | 0.47% | Reduce -11.4% | 57,112 | $5.8M |
| PFG Advisors | 0.35% | Add +0.9% | 57,020 | $5.8M |
| Silver Oak Securities, Incorporated | 0.53% | Reduce -30.1% | 56,177 | $5.8M |
| Mosley Wealth Management | 3.53% | Add +0.8% | 54,889 | $5.7M |
| Narwhal Capital Management | 0.50% | No change | 56,000 | $5.7M |
| Greenup Street Wealth Management LLC | 1.13% | Add +10.4% | 55,873 | $5.7M |
| Barnes Wealth Management Group, Inc | 3.78% | — | 55,506 | $5.6M |
| MSH Capital Advisors LLC | 1.77% | Add +4.2% | 55,503 | $5.6M |
| Dumont & Blake Investment Advisors LLC | 1.51% | Reduce -2.3% | 55,248 | $5.6M |
| R. W. Roge & Company, Inc. | 3.02% | Reduce -2.4% | 55,221 | $5.6M |
| Curi Capital, LLC | 0.13% | Reduce -5.8% | 55,013 | $5.6M |
| Essential Planning, LLC. | 0.04% | New | 55,832 | $5.6M |
| Sharp Wealth Advisory, LLC | 4.22% | Reduce -0.5% | 54,809 | $5.6M |
| Old Mission Investment Co LLC | 1.66% | Reduce -2.8% | 54,739 | $5.6M |
| Investment Partners, LTD. | 2.29% | Reduce -0.3% | 54,660 | $5.5M |
| IFG Advisory, LLC | 0.31% | Add +26.3% | 54,535 | $5.5M |
| Transcendent Capital Group LLC | 2.86% | Reduce -22.4% | 54,392 | $5.5M |
| Mill Creek Capital Advisors, LLC | 0.13% | No change | 54,167 | $5.5M |
| Dorsey & Whitney Trust CO LLC | 0.30% | Reduce -4.5% | 54,081 | $5.5M |
| Bryn Mawr Trust Advisors, LLC | 0.29% | Add +2.9% | 53,902 | $5.5M |
| Gallacher Capital Management LLC | 2.71% | Reduce -8.2% | 53,708 | $5.5M |
| Lantz Financial LLC | 1.45% | Add +1.3% | 53,606 | $5.4M |
| Calamos Advisors LLC | 0.04% | Add +2.2% | 53,585 | $5.4M |
| Twin Peaks Wealth Advisors, LLC | 2.29% | Add +10.4% | 53,126 | $5.4M |
| Hoxton Planning & Management, LLC | 2.06% | Reduce -7.8% | 53,038 | $5.4M |
| AQR Capital Management | 0.01% | Add +50.0% | 52,998 | $5.4M |
| Rik Saylor Financial, Inc. | 4.98% | — | 52,992 | $5.4M |
| Northeast Financial Consultants Inc | 0.23% | Reduce -2.7% | 52,657 | $5.3M |
| Kickstand Ventures, Llc. | 1.36% | Reduce -2.7% | 52,434 | $5.3M |
| Advus Financial Partners, LLC | 1.49% | Add +46.0% | 52,040 | $5.3M |
| Quotient Wealth Partners, LLC | 0.17% | Reduce -10.6% | 51,759 | $5.3M |
| Total Wealth Planning, LLC | 0.81% | Reduce -2.0% | 51,453 | $5.2M |
| Commerce Bank | 0.03% | Add +8.5% | 51,397 | $5.2M |
| Verus Capital Partners, LLC | 0.50% | Reduce -12.2% | 51,344 | $5.2M |
| Barings LLC | 0.13% | New | 51,288 | $5.2M |
| Aptus Capital Advisors, LLC | 0.06% | Add +10.6% | 51,074 | $5.2M |
| Thomasville National Bank | 0.37% | Add +1.1% | 51,056 | $5.2M |
| Arrow Investment Advisors, LLC | 4.82% | No change | 54,072 | $5.2M |
| St. Clair Advisors, LLC | 1.49% | Add +0.0% | 50,966 | $5.2M |
| Family Firm, Inc. | 1.15% | Reduce -1.4% | 50,896 | $5.2M |
| Diversify Advisory Services, LLC | 0.28% | Reduce -12.1% | 51,080 | $5.2M |
| NTV Asset Management LLC | 0.68% | Reduce -1.3% | 50,843 | $5.2M |
| Jackson Hole Capital Partners, LLC | 1.04% | Reduce -7.0% | 50,817 | $5.2M |
| My Legacy Advisors, LLC | 2.00% | Reduce -4.1% | 50,095 | $5.2M |
| BTC Capital Management, Inc. | 0.48% | No change | 50,658 | $5.1M |
| Park Place Capital Corp | 1.43% | Reduce -4.5% | 50,139 | $5.1M |
| Copperleaf Capital, LLC | 3.21% | Add +47.1% | 49,953 | $5.1M |
| Glenmede Trust Co. NA | 0.03% | Reduce -18.3% | 49,575 | $5.0M |
| Stordahl Capital Management, Inc. | 1.18% | Reduce -0.9% | 49,199 | $5.0M |
| Highview Capital Management LLC | 1.91% | Add +7.5% | 49,026 | $5.0M |
| RPS Advisory Solutions LLC | 3.09% | Add +50.8% | 48,929 | $5.0M |
| Nottingham Advisors, Inc. | 0.63% | Reduce -11.3% | 48,696 | $4.9M |
| XML Financial, LLC | 0.45% | Reduce -9.0% | 48,268 | $4.9M |
| Gateway Wealth Partners, LLC | 1.26% | Reduce -0.1% | 47,977 | $4.9M |
| United Services Automobile Association | 0.16% | Reduce -3.7% | 47,166 | $4.8M |
| Bridges Investment Management Inc. | 0.07% | Add +1.4% | 47,135 | $4.8M |
| Asset Management Group, Inc. | 0.85% | Reduce -1.9% | 46,820 | $4.8M |
| Flagstar Securities, Inc. | 1.18% | Reduce -2.6% | 46,819 | $4.8M |
| Theory Financial LLC | 1.98% | Add +1.2% | 46,595 | $4.7M |
| Graves Light Lenhart Wealth, Inc. | 0.59% | Reduce -3.8% | 46,377 | $4.7M |
| Next Capital Management LLC | 1.93% | No change | 46,295 | $4.7M |
| Capital Advantage, Inc. | 0.85% | Add +7.7% | 46,185 | $4.7M |
| Brown Brothers Harriman & Co. | 0.03% | Add +3.2% | 46,140 | $4.7M |
| United Bank | 1.98% | Reduce -2.1% | 46,122 | $4.7M |
| Old National Bancorp | 0.11% | Reduce -7.0% | 46,008 | $4.7M |
| Valley Wealth Managers, Inc. | 0.35% | Reduce -7.3% | 45,648 | $4.6M |
| Northstar Advisory Group, LLC | 2.34% | Reduce -22.7% | 45,230 | $4.6M |
| Sowell Financial Services LLC | 0.24% | Add +11.7% | 45,117 | $4.6M |
| Sofi Wealth, LLC | 0.31% | New | 45,034 | $4.6M |
| Brighton Jones LLC | 0.13% | Reduce -4.6% | 45,034 | $4.6M |
| Avidian Wealth Enterprises, LLC | 0.21% | Reduce -2.6% | 45,022 | $4.6M |
| Carret Asset Management, LLC | 0.50% | Add +1.0% | 44,933 | $4.6M |
| Endeavor Private Wealth, Inc. | 4.33% | — | 44,902 | $4.6M |
| Winthrop Advisory Group LLC | 0.54% | New | 44,618 | $4.5M |
| Conning Inc. | 0.17% | Reduce -18.1% | 44,404 | $4.5M |
| Wealthspan Partners, LLC | 2.14% | Reduce -1.2% | 44,208 | $4.5M |
| Prospera Financial Services Inc | 0.10% | Add +10.1% | 44,022 | $4.5M |
| Eastern Bank | 0.08% | Reduce -2.9% | 43,906 | $4.5M |
| Legacy Advisory Services, LLC | 3.80% | Add +0.1% | 43,888 | $4.5M |
| Vontobel Holding Ltd. | 0.01% | Add +4.0% | 43,312 | $4.4M |
| Alaska Permanent Capital Management, LLC | 0.36% | Add +52.0% | 43,198 | $4.4M |
| Morris Financial Concepts, Inc. | 1.85% | Reduce -0.7% | 42,538 | $4.3M |
| Renasant Bank | 2.79% | Reduce -5.8% | 42,425 | $4.3M |
| Davis Wealth Advisors, LLC | 4.69% | — | 42,024 | $4.3M |
| National Philanthropic Trust | 0.06% | No change | 41,953 | $4.3M |
| Stephens Inc. | 0.06% | Reduce -0.3% | 41,553 | $4.2M |
| Mission Wealth Management, LP | 0.10% | Add +5.7% | 41,428 | $4.2M |
| Private Advisory Group LLC | 0.47% | Reduce -0.2% | 40,929 | $4.2M |
| AMG National Trust Bank | 0.11% | Reduce -2.3% | 40,861 | $4.2M |
| Bush Investment Group, LLC | 3.22% | Add +3.6% | 40,651 | $4.1M |
| IHT Wealth Management, LLC | 0.13% | Add +12.3% | 40,585 | $4.1M |
| SIMA Wealth Partners, LLC | 3.50% | Reduce -0.3% | 40,572 | $4.1M |
| SGL Investment Advisors, Inc. | 2.11% | Reduce -1.7% | 39,149 | $4.1M |
| RTD Financial Advisors, Inc. | 0.53% | Reduce -2.5% | 40,468 | $4.1M |
| Concorde Asset Management, LLC | 2.13% | Reduce -4.5% | 40,247 | $4.1M |
| Smithfield Trust Co | 0.20% | Add +0.5% | 40,229 | $4.1M |
| Truepoint, Inc. | 0.11% | Reduce -0.2% | 39,411 | $4.0M |
| GeoWealth Management, LLC | 0.13% | Add +262.1% | 39,304 | $4.0M |
| Transcend Capital Advisors, LLC | 0.29% | Reduce -14.7% | 39,175 | $4.0M |
| FSC Wealth Advisors, LLC | 2.54% | Add +2.8% | 38,838 | $3.9M |
| Callan Capital, LLC | 0.29% | Add +1.9% | 38,731 | $3.9M |
| Nations Financial Group Inc, /Ia/ | 0.29% | Reduce -18.9% | 38,606 | $3.9M |
| Heritage Trust Co | 0.46% | — | 38,440 | $3.9M |
| Integrated Advisors Network LLC | 0.19% | Add +24.7% | 38,302 | $3.9M |
| Oxford Financial Group, LTD. LLC | 0.25% | Add +22.4% | 38,261 | $3.9M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Add +2.4% | 38,215 | $3.9M |
| Clark Financial Services Group Inc. | 2.96% | New | 38,180 | $3.9M |
| Mason & Associates, LLC | 1.15% | Reduce -0.1% | 38,048 | $3.9M |
| Wealthgarden F.S. LLC | 3.59% | Reduce -0.1% | 37,872 | $3.8M |
| Colorado Capital Management, Inc. | 1.86% | Add +1.1% | 37,783 | $3.8M |
| Daymark Wealth Partners, LLC | 0.16% | Add +0.8% | 37,709 | $3.8M |
| Gray Private Wealth, LLC | 2.27% | Reduce -4.1% | 37,563 | $3.8M |
| Sierra Capital LLC | 0.45% | No change | 37,532 | $3.8M |
| Hilltop Wealth Advisors, LLC | 1.92% | Reduce -3.0% | 37,381 | $3.8M |
| Southern Capital Advisors, LLC | 2.09% | Add +0.3% | 37,220 | $3.8M |
| 17 Capital Partners, LLC | 2.39% | Add +6.7% | 37,179 | $3.8M |
| Bouvel Investment Partners, LLC | 1.36% | Reduce -2.8% | 37,134 | $3.8M |
| Pinnacle Family Advisors, LLC | 1.82% | Reduce -6.1% | 36,974 | $3.8M |
| SWP Financial LLC | 2.25% | Reduce -1.3% | 36,778 | $3.7M |
| Great Point Wealth Advisors, LLC | 0.81% | No change | 36,492 | $3.7M |
| Optivise Advisory Services LLC | 1.99% | Add +47.8% | 36,416 | $3.7M |
| Harbor Investment Advisory, LLC | 0.34% | Reduce -0.1% | 36,250 | $3.7M |
| Financial Counselors Inc. | 0.05% | Reduce -1.4% | 36,153 | $3.7M |
| Lindbrook Capital, LLC | 0.33% | Reduce -1.4% | 35,863 | $3.6M |
| Haverford Trust Co | 0.04% | Add +0.0% | 35,658 | $3.6M |
| JT Stratford LLC | 0.60% | Add +2.1% | 35,651 | $3.6M |
| Kapstone Financial Advisors LLC | 1.93% | Add +14.0% | 34,843 | $3.6M |
| S&co Inc. | 0.25% | Reduce -13.5% | 35,586 | $3.6M |
| Peregrine Asset Advisers, Inc. | 1.31% | Reduce -0.2% | 35,057 | $3.6M |
| Gables Capital Management Inc. | 1.71% | No change | 35,000 | $3.6M |
| Beacon Capital Management, LLC | 0.46% | Reduce -2.5% | 34,857 | $3.5M |
| Quantum Portfolio Management LLC | 1.90% | Reduce -0.1% | 34,853 | $3.5M |
| Diversified Portfolios, Inc. | 0.38% | Reduce -3.3% | 34,712 | $3.5M |
| BridgePort Financial Solutions, LLC | 1.59% | — | 35,345 | $3.5M |
| Magnus Financial Group LLC | 0.34% | Add +9.4% | 34,373 | $3.5M |
| Tyler-Stone Wealth Management | 0.62% | Reduce -0.1% | 34,276 | $3.5M |
| Howard Wealth Management, LLC | 1.88% | Reduce -1.4% | 34,244 | $3.5M |
| WBH Advisory Inc. | 0.32% | Reduce -2.9% | 34,037 | $3.5M |
| Redwood Wealth Management Group, LLC | 1.68% | Reduce -2.6% | 34,024 | $3.5M |
| Synovus Financial Corp. | 0.04% | Reduce -4.9% | 33,968 | $3.4M |
| KPP Advisory Services LLC | 0.81% | Reduce -19.9% | 33,856 | $3.4M |
| Matrix Private Capital Group LLC | 1.95% | Reduce -0.9% | 33,782 | $3.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -96.1% | 33,626 | $3.4M |
| St. Louis Trust Co | 0.49% | No change | 33,500 | $3.4M |
| Faithward Advisors, LLC | 0.58% | Add +15.4% | 33,403 | $3.4M |
| Mather Group, Llc. | 0.04% | Add +3.7% | 33,330 | $3.4M |
| GenWealth Group, Inc. | 0.77% | Reduce -4.7% | 33,191 | $3.4M |
| Bristlecone Advisors, LLC | 0.26% | Add +1.1% | 33,168 | $3.4M |
| Roman Butler Fullerton & Co. | 1.07% | Add +30.1% | 32,811 | $3.4M |
| Hirtle & Co., LLC | 0.16% | Reduce -1.2% | 32,955 | $3.3M |
| Alterna Wealth Management, Inc. | 2.82% | Add +16.9% | 32,882 | $3.3M |
| Redwood Investment Management, LLC | 0.32% | Add +3.1% | 32,503 | $3.3M |
| Private Trust Co. NA | 0.34% | Add +16.1% | 32,432 | $3.3M |
| Capital A Wealth Management, LLC | 5.44% | — | 32,255 | $3.3M |
| Hilltop National Bank | 0.98% | Reduce -4.3% | 32,241 | $3.3M |
| Carnegie Investment Counsel | 0.09% | Reduce -13.5% | 32,209 | $3.3M |
| Valeo Financial Advisors, LLC | 0.09% | Add +0.5% | 32,154 | $3.3M |
| Prosperitas Financial LLC | 1.65% | Add +2.2% | 32,149 | $3.3M |
| Dorsey Wright & Associates | 0.78% | Reduce -1.6% | 32,148 | $3.3M |
| Pinnacle Associates Ltd. | 0.04% | Add +424.1% | 32,145 | $3.3M |
| Glenview Trust Co | 0.06% | Add +1.9% | 32,020 | $3.3M |
| Saxony Capital Management, LLC | 2.86% | Add +47.0% | 31,985 | $3.2M |
| StoneCrest Wealth Management, Inc. | 2.12% | Add +4.8% | 31,973 | $3.2M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +11.3% | 31,803 | $3.2M |
| RCS Financial Planning, LLC | 1.71% | Add +2.0% | 31,700 | $3.2M |
| Commonwealth Retirement Investments LLC | 1.32% | Add +1.5% | 31,571 | $3.2M |
| Fullcircle Wealth LLC | 1.31% | Add +6.9% | 30,083 | $3.2M |
| Koshinski Asset Management, Inc. | 0.27% | Add +0.9% | 31,372 | $3.2M |
| Pallas Capital Advisors LLC | 0.14% | Reduce -0.2% | 31,102 | $3.2M |
| Spirepoint Private Client, LLC | 0.39% | No change | 30,984 | $3.1M |
| Rogco, LP | 1.28% | Reduce -11.6% | 30,911 | $3.1M |
| Tme Financial, Inc. | 2.93% | — | 32,748 | $3.1M |
| Round Rock Advisors LLC | 0.64% | Add +0.1% | 30,845 | $3.1M |
| Creative Financial Designs Inc. | 0.25% | Reduce -3.5% | 30,593 | $3.1M |
| First Trust Advisors LP | 0.00% | Add +27.3% | 30,427 | $3.1M |
| Corrigan Financial, Inc. | 0.71% | Reduce -0.2% | 30,368 | $3.1M |
| Sound Income Strategies, LLC | 0.19% | Add +12.6% | 30,299 | $3.1M |
| Interchange Capital Partners, LLC | 1.11% | Reduce -5.5% | 30,155 | $3.1M |
| Signal Advisors Wealth, LLC | 0.35% | Reduce -36.1% | 30,146 | $3.1M |
| Retirement Wealth Solutions LLC | 2.58% | — | 30,199 | $3.1M |
| Essex Financial Services, Inc. | 0.22% | Add +13.9% | 30,053 | $3.1M |
| Cary Street Partners Financial LLC | 0.10% | — | 29,886 | $3.0M |
| Eq LLC | 1.42% | Reduce -1.1% | 29,876 | $3.0M |
| Blalock Williams, LLC | 3.51% | — | 29,731 | $3.0M |
| Renaissance Technologies | 0.00% | New | 29,500 | $3.0M |
| Turtle Creek Wealth Advisors, LLC | 0.69% | Add +8.0% | 29,438 | $3.0M |
| Matthew Goff Investment Advisor, LLC | 0.56% | Add +0.0% | 29,434 | $3.0M |
| Kohmann Bosshard Financial Services, LLC | 0.36% | Reduce -15.6% | 29,167 | $3.0M |
| Flagship Wealth Advisors, LLC | 1.73% | — | 28,974 | $2.9M |
| Baron Wealth Management LLC | 1.38% | Add +0.1% | 28,931 | $2.9M |
| Arete Wealth Advisors, LLC | 0.21% | Add +35.3% | 28,858 | $2.9M |
| Venturi Wealth Management, LLC | 0.14% | Reduce -17.7% | 28,906 | $2.9M |
| Power Wealth Management LLC | 1.22% | Reduce -2.0% | 28,864 | $2.9M |
| Cadence Bank | 0.20% | Reduce -0.2% | 28,567 | $2.9M |
| Bison Wealth, LLC | 0.35% | — | 28,462 | $2.9M |
| Regimen Wealth, LLC | 0.94% | Add +37.8% | 28,441 | $2.9M |
| Mattern Wealth Management LLC | 0.63% | Reduce -2.0% | 28,241 | $2.9M |
| Atlas Brown,Inc. | 0.98% | Reduce -0.0% | 28,132 | $2.9M |
| Evanson Asset Management, LLC | 0.20% | Add +0.0% | 28,037 | $2.8M |
| Fonville Wealth Management LLC | 0.94% | Reduce -8.2% | 28,027 | $2.8M |
| Kingsview Wealth Management, LLC | 0.06% | Add +5.2% | 28,022 | $2.8M |
| Client 1ST Advisory Group, LLC | 1.09% | Add +31.6% | 27,939 | $2.8M |
| Clearview Wealth Advisors LLC | 2.15% | Reduce -4.8% | 27,921 | $2.8M |
| Rhumbline Advisers | 0.00% | No change | 27,880 | $2.8M |
| National Bank of Canada | 0.00% | Reduce -13.0% | 27,844 | $2.8M |
| Iams Wealth Management, LLC | 1.28% | Add +26.2% | 27,474 | $2.8M |
| waypoint wealth counsel | 1.81% | Add +0.4% | 27,282 | $2.8M |
| Waters Parkerson & Co., LLC | 0.15% | Add +70.3% | 27,250 | $2.8M |
| Rossmore Private Capital | 0.34% | No change | 27,172 | $2.8M |
| Boston Family Office LLC | 0.19% | Add +3.5% | 26,964 | $2.7M |
| Pathway Financial Advisors LLC | 0.63% | No change | 26,825 | $2.7M |
| Money Concepts Capital Corp. | 0.20% | Reduce -28.0% | 26,572 | $2.7M |
| Hudson Capital Management LLC | 0.87% | Reduce -33.9% | 26,546 | $2.7M |
| Institute for Wealth Management, LLC. | 0.34% | Reduce -2.2% | 26,510 | $2.7M |
| Corundum Group, Inc. | 1.00% | Reduce -1.1% | 26,485 | $2.7M |
| Certified Advisory Corp | 0.29% | Reduce -3.6% | 26,237 | $2.7M |
| 2UniFi Bank | 1.77% | — | 26,206 | $2.7M |
| Retirement Income Solutions, Inc. | 0.54% | Add +8.7% | 26,155 | $2.7M |
| First Western Trust Bank | 0.12% | Reduce -2.1% | 26,131 | $2.7M |
| Montecito Bank & Trust | 0.46% | No change | 26,039 | $2.6M |
| Key Financial Inc | 0.60% | No change | 26,018 | $2.6M |
| Prosperity Planning, Inc. | 1.20% | Reduce -0.8% | 26,010 | $2.6M |
| Dentgroup LLC | 2.01% | Add +0.6% | 25,864 | $2.6M |
| Intrust Bank NA | 0.27% | Reduce -0.4% | 25,861 | $2.6M |
| Strategies Wealth Advisors, LLC | 0.33% | Reduce -12.1% | 24,717 | $2.6M |
| Northwest Bancshares, Inc. | 0.48% | No change | 25,439 | $2.6M |
| Lane & Associates LLC | 1.33% | Add +4.0% | 24,656 | $2.6M |
| TRUE Private Wealth Advisors | 0.31% | Reduce -48.4% | 25,176 | $2.6M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -1.8% | 25,173 | $2.6M |
| Sovereign Financial Group, Inc. | 0.58% | Reduce -1.8% | 25,079 | $2.5M |
| Bailard, Inc. | 0.06% | Reduce -4.8% | 24,975 | $2.5M |
| LifePlan Investment Advisors, Inc. | 1.57% | Add +16.8% | 24,943 | $2.5M |
| Elios Financial Group Inc. | 1.20% | Reduce -1.7% | 24,902 | $2.5M |
| Choate Investment Advisors | 0.06% | No change | 24,887 | $2.5M |
| BCU Wealth Advisors, LLC | 1.44% | Reduce -4.4% | 24,772 | $2.5M |
| First Commonwealth Financial Corp | 0.59% | Reduce -3.6% | 24,758 | $2.5M |
| MFA Wealth Services | 2.01% | — | 24,692 | $2.5M |
| Croban | 2.44% | — | 24,453 | $2.5M |
| Gries Financial LLC | 0.44% | Add +2.7% | 24,148 | $2.5M |
| Sutton Place Investors LLC | 1.41% | Reduce -1.8% | 24,058 | $2.4M |
| Evensky & Katz LLC | 0.16% | Add +0.1% | 23,818 | $2.4M |
| Meridian Wealth Advisors, LLC | 0.40% | Add +0.1% | 23,800 | $2.4M |
| Joel Isaacson & Co., LLC | 0.11% | Add +11.1% | 23,630 | $2.4M |
| Anchor Pointe Wealth Management, LLC | 3.11% | — | 23,334 | $2.4M |
| VestGen Investment Management | 0.65% | Reduce -13.8% | 23,506 | $2.4M |
| Schechter Investment Advisors, LLC | 0.18% | No change | 23,415 | $2.4M |
| Ballentine Partners, LLC | 0.04% | Add +0.5% | 23,342 | $2.4M |
| Breakwater Capital Group | 0.47% | Reduce -6.2% | 23,324 | $2.4M |
| Advisors Capital Management, LLC | 0.04% | Add +55.8% | 23,259 | $2.4M |
| Fairvoy Private Wealth, LLC | 0.63% | — | 23,217 | $2.4M |
| American Investment Services, Inc. | 0.42% | Add +24.0% | 23,211 | $2.4M |
| Lighthouse Financial LLC | 1.91% | — | 23,106 | $2.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.19% | Add +7.7% | 23,074 | $2.3M |
| Objective Capital Management, LLC | 1.56% | Reduce -41.9% | 23,057 | $2.3M |
| CCG Wealth Management, LLC | 1.28% | Reduce -0.1% | 22,726 | $2.3M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | No change | 22,722 | $2.3M |
| OMNI 360 Wealth, Inc. | 1.53% | Add +10.8% | 22,615 | $2.3M |
| Earned Wealth Advisors, LLC | 0.73% | No change | 22,534 | $2.3M |
| MBA Advisors LLC | 1.16% | Reduce -31.0% | 22,533 | $2.3M |
| Bessemer Group Inc. | 0.00% | No change | 22,527 | $2.3M |
| PGIM Custom Harvest LLC | 0.04% | Add +3.1% | 22,515 | $2.3M |
| Alerus Financial NA | 0.17% | No change | 22,464 | $2.3M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -3.0% | 22,386 | $2.3M |
| Coign Capital Advisors LLC | 2.09% | — | 22,304 | $2.3M |
| EWG Elevate Inc. | 0.69% | Add +26.5% | 22,203 | $2.3M |
| Balboa Wealth Partners | 0.51% | Add +49.6% | 22,150 | $2.2M |
| Operose Advisors LLC | 0.77% | Add +5.0% | 22,093 | $2.2M |
| Carolinas Wealth Consulting LLC | 0.44% | Add +0.1% | 21,982 | $2.2M |
| Emergent Wealth Advisors, LLC | 1.61% | Reduce -0.4% | 21,955 | $2.2M |
| Clark Wealth Partners | 1.72% | — | 21,870 | $2.2M |
| 5T Wealth, LLC | 1.21% | — | 21,832 | $2.2M |
| Forum Financial Management, LP | 0.04% | Reduce -1.0% | 21,818 | $2.2M |
| Curtis Advisory Group, LLC | 0.58% | Add +3.1% | 21,552 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +9.4% | 21,453 | $2.2M |
| Stablepoint Partners, LLC | 0.40% | Reduce -1.0% | 21,442 | $2.2M |
| Pinnacle Financial Group, LLC / IL | 0.85% | Add +0.8% | 21,414 | $2.2M |
| Hutchens & Kramer Investment Management Group, LLC | 1.18% | Reduce -2.0% | 21,359 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -1.4% | 21,278 | $2.2M |
| Custos Family Office, LLC | 0.75% | Reduce -1.2% | 21,205 | $2.2M |
| Harvest Investment Services, LLC | 0.53% | Reduce -7.0% | 21,122 | $2.1M |
| Procyon Advisors, LLC | 0.14% | Reduce -2.2% | 21,074 | $2.1M |
| RHS Financial, LLC | 1.10% | Add +22.1% | 20,982 | $2.1M |
| Klaas Financial Asset Advisors, LLC | 0.37% | Reduce -4.4% | 20,805 | $2.1M |
| WESPAC Advisors, LLC | 1.54% | Add +3.7% | 20,624 | $2.1M |
| Marks Group Wealth Management, Inc | 0.21% | Add +0.3% | 20,513 | $2.1M |
| Raleigh Capital Management Inc. | 0.80% | Reduce -3.7% | 20,492 | $2.1M |
| Beacon Financial Advisory LLC | 0.67% | Add +14.6% | 20,437 | $2.1M |
| Kaydan Wealth Management, Inc. | 0.69% | Add +0.3% | 20,329 | $2.1M |
| WMS Partners, LLC | 0.12% | Reduce -3.2% | 20,278 | $2.1M |
| Bernardo Wealth Planning LLC | 0.49% | Reduce -19.3% | 20,365 | $2.1M |
| Hopwood Financial Services, Inc. | 1.56% | — | 20,263 | $2.1M |
| Axis Wealth Partners, LLC | 1.73% | — | 20,251 | $2.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.79% | — | 20,208 | $2.1M |
| Bawa N Mallick Trust | 0.90% | — | 20,200 | $2.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.31% | No change | 20,200 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.14% | Reduce -3.4% | 20,040 | $2.0M |
| Maripau Wealth Management LLC | 1.21% | Reduce -44.3% | 20,031 | $2.0M |
| Freestone Capital Holdings, LLC | 0.07% | Add +0.0% | 20,029 | $2.0M |
| Whittier Trust Co. | 0.03% | Reduce -52.4% | 20,019 | $2.0M |
| ETF Portfolio Partners, Inc. | 0.61% | Add +19.1% | 19,913 | $2.0M |
| Confluence Wealth Services, Inc. | 0.13% | Reduce -1.0% | 18,956 | $2.0M |
| Keystone Wealth Services, LLC | 0.54% | Add +4.5% | 19,905 | $2.0M |
| McNaughton Wealth Management, LLC | 0.97% | Add +7.0% | 19,905 | $2.0M |
| Bensler, LLC | 0.24% | Add +0.0% | 19,825 | $2.0M |
| Marietta Wealth Management, LLC | 0.29% | Reduce -1.0% | 19,742 | $2.0M |
| LPWM LLC | 0.64% | Reduce -1.0% | 19,717 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +172.2% | 19,625 | $2.0M |
| Merkkuri Wealth Advisors LLC | 1.57% | Add +11.7% | 19,506 | $2.0M |
| Cornell Pochily Investment Advisors, Inc. | 0.69% | Reduce -2.6% | 19,440 | $2.0M |
| Verity Asset Management, Inc. | 1.11% | Reduce -48.5% | 19,325 | $2.0M |
| Manchester Capital Management LLC | 0.23% | Reduce -5.9% | 19,211 | $2.0M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +7.0% | 19,109 | $1.9M |
| Alta Wealth Advisors LLC | 0.85% | Add +13.8% | 19,091 | $1.9M |
| Uptick Partners, LLC | 0.70% | Add +1.2% | 19,023 | $1.9M |
| Tsfg, LLC | 0.40% | Add +0.0% | 18,966 | $1.9M |
| Burke & Herbert Bank & Trust Co. | 0.46% | Reduce -0.5% | 18,916 | $1.9M |
| Crestwood Advisors Group, LLC | 0.04% | Add +4.0% | 18,871 | $1.9M |
| Heritage Financial Services, LLC | 0.25% | Reduce -5.9% | 18,853 | $1.9M |
| International Assets Investment Management, LLC | 0.16% | Add +13.3% | 18,756 | $1.9M |
| First Command Advisory Services, Inc. | 0.02% | Reduce -2.9% | 18,705 | $1.9M |
| Schneider Downs Wealth Management Advisors, LP | 0.35% | No change | 18,590 | $1.9M |
| Absolute Capital Management, LLC | 1.04% | Add +6.5% | 18,424 | $1.9M |
| RiverFront Investment Group, LLC | 0.04% | Add +36.4% | 18,481 | $1.9M |
| Whitcomb & Hess, Inc. | 0.58% | Reduce -2.6% | 18,425 | $1.9M |
| Sprinkle Financial Consultants LLC | 1.27% | Add +0.1% | 18,311 | $1.9M |
| Bowman & Co S.C. | 0.96% | Reduce -8.8% | 18,252 | $1.9M |
| Quadrant Capital Group LLC | 0.13% | Reduce -19.1% | 18,171 | $1.8M |
| Perennial Investment Advisors, LLC | 0.22% | Reduce -0.5% | 18,168 | $1.8M |
| Helium Advisors LLC | 1.46% | — | 18,157 | $1.8M |
| Idaho Trust Co | 0.92% | Reduce -9.7% | 17,926 | $1.8M |
| Essex Bank | 0.45% | Reduce -0.6% | 17,911 | $1.8M |
| Capital Square, LLC | 1.02% | Add +13.5% | 16,873 | $1.8M |
| Finley Financial, LLC | 0.93% | — | 17,420 | $1.8M |
| Vanguard Group Inc. | 0.00% | Add +2.9% | 17,648 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +15.0% | 17,612 | $1.8M |
| WealthPlan Investment Management, LLC | 0.18% | Reduce -18.7% | 17,584 | $1.8M |
| Planned Solutions, Inc. | 0.73% | Add +81.3% | 17,583 | $1.8M |
| HM Payson & Co. | 0.03% | Reduce -2.6% | 17,545 | $1.8M |
| Bellwether Advisors, LLC | 0.32% | Add +0.5% | 17,507 | $1.8M |
| AtlasMark Financial, Inc | 1.63% | Add +19.1% | 17,439 | $1.8M |
| Investment Management Corp. /Va/ | 1.57% | — | 17,326 | $1.8M |
| Jennison Associates LLC | 0.00% | Add +426.4% | 17,312 | $1.8M |
| Cooper Financial Group | 0.21% | Add +30.4% | 17,301 | $1.8M |
| Market Street Wealth Management Advisors LLC | 0.29% | Reduce -0.3% | 17,299 | $1.8M |
| NewEdge Wealth, LLC | 0.03% | Add +2.3% | 17,287 | $1.8M |
| Aspire Private Capital, LLC | 0.43% | Reduce -2.0% | 17,253 | $1.8M |
| Syntegra Private Wealth Group, LLC | 0.20% | Reduce -1.3% | 17,215 | $1.7M |
| Awm Capital, LLC | 0.21% | No change | 17,119 | $1.7M |
| PACK Private Wealth, LLC | 1.02% | Reduce -0.0% | 17,058 | $1.7M |
| Navis Wealth Advisors, LLC | 1.89% | Add +0.1% | 17,031 | $1.7M |
| First Foundation Advisors | 0.06% | Add +2.1% | 16,986 | $1.7M |
| Insight Advisors, LLC/ PA | 0.29% | Add +1.2% | 16,718 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.29% | Add +8.7% | 16,830 | $1.7M |
| Accelerate Investment Advisors LLC | 1.50% | Add +32.5% | 16,797 | $1.7M |
| Fortis Capital Advisors, LLC | 0.58% | Add +0.2% | 18,283 | $1.7M |
| Bradley Foster & Sargent Inc. | 0.03% | No change | 16,781 | $1.7M |
| Next Level Private LLC | 0.68% | Add +0.1% | 16,711 | $1.7M |
| Fiduciary Alliance LLC | 0.17% | Add +0.2% | 16,677 | $1.7M |
| Marino, Stram & Associates LLC | 0.37% | Add +3.4% | 16,431 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +25.6% | 16,328 | $1.7M |
| Sendero Wealth Management, LLC | 0.25% | Add +31.9% | 16,294 | $1.7M |
| First National Trust Co | 0.06% | Reduce -0.1% | 16,291 | $1.7M |
| QRG Capital Management, Inc. | 0.02% | Add +22.1% | 16,270 | $1.7M |
| Pinnacle Bancorp, Inc. | 0.53% | Reduce -1.0% | 16,191 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Add +47.4% | 16,124 | $1.6M |
| World Equity Group, Inc. | 0.35% | Add +18.4% | 16,029 | $1.6M |
| White Pine Capital LLC | 0.55% | Reduce -0.9% | 16,029 | $1.6M |
| Flputnam Investment Management Co. | 0.03% | Reduce -4.8% | 15,923 | $1.6M |
| Venture Visionary Partners LLC | 0.07% | Add +2.4% | 15,820 | $1.6M |
| Dominguez Wealth Management Solutions, Inc. | 1.17% | Add +2.8% | 15,785 | $1.6M |
| Grey Ledge Advisors, LLC | 0.41% | Reduce -3.6% | 15,714 | $1.6M |
| Alpha Cubed Investments, LLC | 0.07% | Add +0.5% | 15,699 | $1.6M |
| CENTRAL TRUST Co | 0.04% | Reduce -3.9% | 15,586 | $1.6M |
| SlateStone Wealth, LLC | 0.16% | Reduce -4.1% | 15,584 | $1.6M |
| Legacy Advisors, LLC | 0.15% | No change | 15,552 | $1.6M |
| REDW Wealth LLC | 0.55% | No change | 15,538 | $1.6M |
| Signaturefd, LLC | 0.03% | Add +6.2% | 15,406 | $1.6M |
| Atlantic Edge Private Wealth Management, LLC | 0.48% | No change | 15,382 | $1.6M |
| Fiducient Advisors LLC | 0.19% | Reduce -2.2% | 15,271 | $1.6M |
| Cornerstone Advisory, LLC | 0.18% | Add +0.1% | 14,462 | $1.5M |
| WealthTrak Capital Management LLC | 1.30% | — | 15,097 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.21% | Reduce -0.1% | 14,949 | $1.5M |
| Clarity Asset Management, Inc. | 0.99% | Reduce -2.4% | 15,030 | $1.5M |
| Resurgent Financial Advisors LLC | 0.90% | Reduce -8.9% | 15,017 | $1.5M |
| Eagle Strategies LLC | 0.26% | Reduce -0.1% | 14,960 | $1.5M |
| Integrated Investment Consultants, LLC | 0.31% | Add +2.8% | 14,932 | $1.5M |
| Columbia River Financial Group, LLC | 1.04% | — | 14,922 | $1.5M |
| Howard Capital Management Group, LLC | 0.10% | No change | 14,850 | $1.5M |
| Turning Point Benefit Group, Inc. | 1.43% | — | 14,922 | $1.5M |
| Westmount Partners, LLC | 0.45% | Reduce -0.6% | 14,739 | $1.5M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -11.9% | 14,699 | $1.5M |
| Catalina Capital Group, LLC | 0.49% | Reduce -2.8% | 14,646 | $1.5M |
| Partners Wealth Management, LLC | 1.68% | — | 14,586 | $1.5M |
| Progressive Investment Management Corp | 0.38% | No change | 14,400 | $1.5M |
| JMG Financial Group, Ltd. | 0.05% | Add +0.5% | 14,400 | $1.5M |
| Atlatl Advisers LLC | 0.86% | — | 14,371 | $1.5M |
| Mgo One Seven LLC | 0.06% | Reduce -18.1% | 14,139 | $1.4M |
| Gemmer Asset Management LLC | 0.14% | Add +6.8% | 14,124 | $1.4M |
| BBR Partners, LLC | 0.10% | No change | 14,102 | $1.4M |
| Semmax Financial Advisors Inc. | 0.38% | Add +12.1% | 13,407 | $1.4M |
| Blankinship & Foster, LLC | 0.35% | Reduce -1.8% | 14,045 | $1.4M |
| Cambridge Capital Management, LLC | 0.91% | Reduce -2.6% | 14,008 | $1.4M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Add +7.1% | 13,931 | $1.4M |
| Highland Capital Management, LLC | 0.08% | Add +5.5% | 13,927 | $1.4M |
| Veracity Capital LLC | 0.51% | Add +4.2% | 13,898 | $1.4M |
| McDonough Capital Management, Inc | 0.87% | No change | 13,840 | $1.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.14% | Reduce -2.9% | 13,815 | $1.4M |
| Winthrop Capital Management, LLC | 0.37% | New | 13,680 | $1.4M |
| Sandbox Financial Partners, LLC | 0.47% | Reduce -0.6% | 13,796 | $1.4M |
| Fermata Advisors, LLC | 0.26% | Reduce -0.3% | 13,780 | $1.4M |
| Kennicott Capital Management LLC | 0.72% | No change | 13,748 | $1.4M |
| Amundi | 0.00% | Add +464.0% | 13,711 | $1.4M |
| Brass Tax Wealth Management, Inc. | 0.29% | No change | 13,683 | $1.4M |
| Winslow Capital Management, LLC | 0.00% | New | 13,609 | $1.4M |
| Tiemann Investment Advisors, LLC | 0.61% | Reduce -3.8% | 13,585 | $1.4M |
| Deutsche Bank AG | 0.00% | Reduce -0.7% | 13,579 | $1.4M |
| SOL Capital Management CO | 0.15% | Add +0.1% | 13,434 | $1.4M |
| Summit Financial Strategies, Inc. | 0.15% | No change | 13,392 | $1.4M |
| Bank of Hawaii | 0.08% | Reduce -0.0% | 13,392 | $1.4M |
| Wealth Watch Advisors, INC | 0.84% | — | 13,300 | $1.4M |
| Chapin Davis, Inc. | 0.44% | No change | 14,059 | $1.3M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -82.4% | 13,229 | $1.3M |
| South Plains Financial, Inc. | 1.02% | — | 13,215 | $1.3M |
| Two Sigma Securities, LLC | 0.24% | Add +1.5% | 13,174 | $1.3M |
| Avantra Family Wealth, Inc. | 1.25% | — | 13,173 | $1.3M |
| Boston Financial Mangement LLC | 0.04% | No change | 13,102 | $1.3M |
| Golden State Wealth Management, LLC | 0.20% | — | 13,074 | $1.3M |
| Empower Advisory Group, LLC | 0.00% | Reduce -14.9% | 13,024 | $1.3M |
| Arcadia Investment Advisors LLC | 0.72% | No change | 13,017 | $1.3M |
| Crux Wealth Advisors | 0.74% | — | 13,012 | $1.3M |
| Obsidian Cio, LLC | 0.24% | Reduce -2.1% | 13,007 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.11% | Reduce -1.0% | 12,908 | $1.3M |
| Midwest Capital Advisors, LLC | 0.95% | — | 12,854 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +9.2% | 12,782 | $1.3M |
| Kessler Investment Group, LLC | 0.61% | Reduce -8.2% | 12,741 | $1.3M |
| Riversedge Advisors, LLC | 0.29% | Add +0.1% | 12,740 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +34.1% | 12,738 | $1.3M |
| Cadinha & Co. LLC | 0.21% | Add +0.3% | 12,690 | $1.3M |
| Ofc Financial Planning, LLC | 1.35% | — | 12,604 | $1.3M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.54% | — | 12,534 | $1.3M |
| 1ST Source Bank | 0.07% | Reduce -0.3% | 12,504 | $1.3M |
| Clayton Financial Group LLC | 0.46% | Add +0.0% | 12,495 | $1.3M |
| New England Private Wealth Advisors LLC | 0.20% | Reduce -13.7% | 12,433 | $1.3M |
| Tompkins Financial Corp. | 0.12% | Add +31.0% | 12,404 | $1.3M |
| MKT Advisors LLC | 0.55% | Reduce -0.8% | 12,077 | $1.3M |
| CVA Family Office, LLC | 0.20% | No change | 12,315 | $1.3M |
| Able Wealth Management LLC | 0.82% | Reduce -7.8% | 12,308 | $1.2M |
| Latitude Advisors, LLC | 0.70% | Add +62.1% | 12,294 | $1.2M |
| CW Advisors, LLC | 0.02% | Add +104.3% | 12,257 | $1.2M |
| Enclave Advisors LLC | 0.20% | No change | 12,216 | $1.2M |
| Processus Wealth & Capital Management, LLC | 0.99% | Add +2.1% | 12,210 | $1.2M |
| Evoke Wealth, LLC | 0.03% | Add +5.6% | 12,197 | $1.2M |
| Union Savings Bank | 0.61% | Reduce -4.6% | 12,184 | $1.2M |
| Clear Investment Research, LLC | 1.59% | Reduce -8.7% | 12,138 | $1.2M |
| Argent Advisors, Inc. | 0.45% | Add +4.8% | 12,032 | $1.2M |
| Kovack Advisors, Inc. | 0.12% | Add +12.8% | 11,970 | $1.2M |
| Wealthstream Advisors, Inc. | 0.22% | Reduce -1.7% | 11,925 | $1.2M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -12.1% | 11,799 | $1.2M |
| Councilor Wealth, LLC | 0.58% | Reduce -1.2% | 11,911 | $1.2M |
| FWG Investments, LLC. | 0.94% | Add +23.1% | 11,883 | $1.2M |
| Elevated Capital Advisors, LLC | 0.33% | Reduce -13.2% | 11,852 | $1.2M |
| Compound Planning, Inc. | 0.06% | Add +74.5% | 11,851 | $1.2M |
| CFM Wealth Partners LLC | 0.20% | Add +6.6% | 11,845 | $1.2M |
| SK Wealth Management, LLC | 0.61% | No change | 11,826 | $1.2M |
| TCV Trust & Wealth Management, Inc. | 0.11% | No change | 11,796 | $1.2M |
| LifeSteps Financial, Inc. | 0.91% | Reduce -0.3% | 11,736 | $1.2M |
| First Nebraska Trust Co | 0.11% | No change | 11,712 | $1.2M |
| Riggs Capital Management LLC | 1.17% | — | 11,708 | $1.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.33% | Reduce -2.0% | 11,683 | $1.2M |
| Mma Asset Management LLC | 0.52% | Reduce -75.0% | 11,655 | $1.2M |
| LTG Capital LLC | 0.99% | Reduce -10.4% | 11,639 | $1.2M |
| Washington Trust Bank | 0.11% | Reduce -11.9% | 11,628 | $1.2M |
| Clark Capital Management Group, Inc. | 0.01% | Add +18.3% | 11,626 | $1.2M |
| Texas Yale Capital Corp. | 0.05% | No change | 11,600 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.66% | Add +0.0% | 11,555 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -10.9% | 11,532 | $1.2M |
| Flagship Private Wealth, LLC | 0.56% | Add +0.7% | 11,509 | $1.2M |
| Moss Adams Wealth Advisors LLC | 0.12% | No change | 11,468 | $1.2M |
| Oxinas Partners, LLC | 0.68% | Reduce -2.1% | 11,420 | $1.2M |
| Johnson Financial Group, Inc. | 0.05% | Add +92.9% | 11,118 | $1.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | Reduce -0.8% | 11,396 | $1.2M |
| Florida Financial Advisors, LLC | 0.51% | New | 11,341 | $1.2M |
| Beacon Bridge Wealth Partners, LLC | 0.49% | Reduce -18.4% | 11,317 | $1.1M |
| Summit Financial, LLC | 0.04% | Add +23.9% | 11,214 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.83% | No change | 11,208 | $1.1M |
| C2C Wealth Management, LLC | 1.05% | No change | 11,204 | $1.1M |
| Claro Advisors Inc. | 0.15% | Reduce -7.5% | 11,184 | $1.1M |
| Brasada Capital Management, LP | 0.20% | No change | 11,268 | $1.1M |
| Summit X, LLC | 0.25% | Reduce -2.0% | 11,124 | $1.1M |
| Simmons Bank | 0.08% | No change | 11,113 | $1.1M |
| Focused Wealth Management, Inc | 0.15% | Add +0.1% | 11,090 | $1.1M |
| First National Bank Sioux Falls | 0.48% | No change | 11,012 | $1.1M |
| Maiden Cove Capital, LLC | 1.71% | Reduce -0.8% | 11,007 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -33.9% | 10,993 | $1.1M |
| Tempus Wealth Planning, LLC | 0.34% | Add +27.9% | 10,959 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.23% | No change | 10,943 | $1.1M |
| Lifeworks Advisors, LLC | 0.20% | Reduce -5.8% | 10,936 | $1.1M |
| Synergy Investment Management, LLC | 0.48% | — | 10,923 | $1.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.45% | No change | 10,896 | $1.1M |
| Taylor Financial Group, Inc. | 0.76% | No change | 10,856 | $1.1M |
| Canopy Partners, LLC | 0.42% | Reduce -8.2% | 10,815 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Reduce -4.1% | 10,804 | $1.1M |
| American Trust | 0.08% | Add +182.9% | 10,766 | $1.1M |
| Semus Wealth Partners LLC | 0.72% | Add +8.4% | 10,765 | $1.1M |
| Ullmann Wealth Partners Group, LLC | 0.14% | No change | 10,756 | $1.1M |
| Lakeshore Financial Planning, Inc. | 0.47% | Add +31.7% | 10,755 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.48% | Add +29.9% | 10,731 | $1.1M |
| Tritonpoint Wealth, LLC | 0.10% | Reduce -3.2% | 10,725 | $1.1M |
| First County Bank | 0.61% | Reduce -17.7% | 10,707 | $1.1M |
| FFT Wealth Management LLC | 0.08% | Add +140.0% | 10,694 | $1.1M |
| LGT Financial Advisors LLC | 2.40% | Add +16.6% | 10,663 | $1.1M |
| Stockman Wealth Management, Inc. | 0.17% | Add +1.6% | 10,656 | $1.1M |
| Hollencrest Capital Management | 0.04% | No change | 10,645 | $1.1M |
| Old Port Advisors | 0.31% | Reduce -4.5% | 10,627 | $1.1M |
| Aveo Capital Partners, LLC | 0.12% | Reduce -3.3% | 10,605 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +6.1% | 10,553 | $1.1M |
| Transce3nd, LLC | 0.36% | — | 10,455 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.33% | Add +25.7% | 10,452 | $1.1M |
| Parkside Financial Bank & Trust | 0.14% | Reduce -5.1% | 10,427 | $1.1M |
| LexAurum Advisors, LLC | 0.21% | Add +5.1% | 10,409 | $1.1M |
| Salem Investment Counselors Inc. | 0.03% | Add +26.7% | 10,344 | $1.1M |
| Net Worth Advisory Group | 0.32% | Reduce -4.0% | 10,324 | $1.0M |
| Pacific Sun Financial Corp | 0.57% | No change | 10,314 | $1.0M |
| Calton & Associates, Inc. | 0.46% | New | 10,305 | $1.0M |
| Moneco Advisors, LLC | 0.11% | Add +1.2% | 10,303 | $1.0M |
| IFG Advisors, LLC | 0.21% | Add +0.0% | 10,301 | $1.0M |
| Payden & Rygel | 0.09% | Reduce -90.0% | 10,296 | $1.0M |
| Security National Bank | 0.15% | Add +2.5% | 10,278 | $1.0M |
| Private Wealth Management Group, LLC | 0.40% | No change | 10,264 | $1.0M |
| Provenance Wealth Advisors, LLC | 0.13% | Reduce -0.1% | 10,253 | $1.0M |
| McHugh Group, LLC | 0.79% | — | 10,250 | $1.0M |
| LongView Wealth Management | 0.32% | Add +4.1% | 10,241 | $1.0M |
| Fortress Financial Group, LLC | 1.03% | — | 10,215 | $1.0M |
| TL Private Wealth | 0.46% | Reduce -1.5% | 10,075 | $1.0M |
| Lakeridge Wealth Management LLC | 0.53% | Add +2.5% | 10,180 | $1.0M |
| Game Plan Financial Advisors, LLC | 0.55% | No change | 10,136 | $1.0M |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 10,143 | $1.0M |
| Apella Capital, LLC | 0.04% | Add +32.6% | 10,137 | $1.0M |
| Lantern Wealth Advisors, LLC | 0.67% | Reduce -1.7% | 10,126 | $1.0M |
| Sterling Investment Advisors LLC | 0.60% | Reduce -8.1% | 10,119 | $1.0M |
| Thrive Wealth Management, LLC | 0.18% | Add +14.7% | 10,082 | $1.0M |
| CWA Asset Management Group, LLC | 0.05% | Add +16.7% | 10,059 | $1.0M |
| Aprio Wealth Management, LLC | 0.15% | No change | 10,027 | $1.0M |
| Sage Mountain Advisors LLC | 0.07% | No change | 10,009 | $1.0M |
| Laffer Tengler Investments, Inc. | 0.24% | No change | 9,937 | $1.0M |
| Leslie Global Wealth, LLC | 0.46% | Reduce -54.0% | 9,790 | $994K |
| Eaton-Cambridge Inc. | 0.44% | No change | 9,739 | $989K |
| Robinson Smith Wealth Advisors LLC | 0.84% | No change | 9,736 | $988K |
| Tarbox Family Office, Inc. | 0.16% | Add +0.1% | 9,702 | $985K |
| Betterment LLC | 0.00% | Add +9.1% | 9,701 | $985K |
| Presidio Capital Management, LLC | 0.53% | Add +14.1% | 9,665 | $981K |
| First National Bank & Trust Co. of Newtown | 0.20% | Reduce -46.0% | 9,621 | $977K |
| One Day In July LLC | 0.10% | Reduce -0.5% | 9,616 | $976K |
| Consilio Wealth Advisors, LLC | 0.40% | Reduce -0.7% | 9,603 | $975K |
| Empirical Asset Management, LLC | 0.32% | Add +1.9% | 9,598 | $974K |
| Atticus Wealth Management, LLC | 0.30% | Reduce -0.3% | 9,591 | $974K |
| SVB Wealth LLC | 0.02% | New | 9,576 | $972K |
| Rothschild Investment LLC | 0.06% | Reduce -7.2% | 9,555 | $970K |
| Seneca House Advisors | 0.39% | No change | 9,550 | $970K |
| Rockwood Wealth Management, LLC | 0.10% | Add +21.8% | 9,455 | $968K |
| Capital Planning Advisors, LLC | 0.15% | Reduce -4.5% | 9,507 | $965K |
| Royal Fund Management, LLC | 0.10% | Reduce -35.1% | 9,484 | $964K |
| Pacific Point Advisors, LLC | 0.58% | — | 9,200 | $961K |
| Oakworth Capital, Inc. | 0.07% | No change | 9,430 | $957K |
| CNB Bank | 0.44% | No change | 9,400 | $954K |
| First Citizens Financial Corp | 0.52% | Add +3.5% | 9,388 | $953K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -7.6% | 9,300 | $953K |
| Burns J W & Co. Inc. | 0.12% | No change | 9,362 | $951K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -4.8% | 9,321 | $946K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +3.6% | 9,320 | $946K |
| Sigma Investment Counselors Inc. | 0.06% | No change | 9,314 | $946K |
| Garde Capital, Inc. | 0.06% | No change | 9,304 | $945K |
| Bison Wealth, LLC | 0.21% | Reduce -0.8% | 9,307 | $945K |
| Crescent Grove Advisors, LLC | 0.09% | Add +2.2% | 9,291 | $943K |
| Proactive Wealth Strategies LLC | 0.49% | Add +6.3% | 9,272 | $941K |
| Aaron Wealth Advisors LLC | 0.11% | No change | 9,253 | $939K |
| Delta Financial Group, Inc. | 0.22% | New | 9,211 | $935K |
| Verum Partners LLC | 0.27% | Add +0.1% | 9,196 | $934K |
| Benjamin Edwards Inc. | 0.01% | Add +0.1% | 9,189 | $933K |
| Wedmont Private Capital | 0.05% | Reduce -11.6% | 9,209 | $931K |
| KWB Wealth | 0.12% | No change | 9,709 | $930K |
| NorthLanding Financial Partners, LLC | 0.94% | Add +0.8% | 9,151 | $929K |
| JNBA Financial Advisors | 0.09% | No change | 9,136 | $928K |
| Sage Financial Management Group, Inc. | 0.34% | Reduce -0.7% | 9,124 | $926K |
| Welch & Forbes LLC | 0.01% | Add +18.5% | 9,110 | $925K |
| Bogart Wealth, LLC | 0.04% | Add +4.5% | 9,068 | $921K |
| Montag A & Associates Inc. | 0.04% | Add +2.5% | 9,053 | $919K |
| Lloyd Advisory Services, LLC. | 0.44% | Reduce -6.9% | 9,048 | $919K |
| SOA Wealth Advisors, LLC. | 0.17% | Add +0.1% | 9,014 | $915K |
| Beacon Financial Group | 0.10% | Reduce -4.4% | 9,006 | $914K |
| Fiduciary Trust Co | 0.01% | Add +3.5% | 8,965 | $910K |
| FSM Wealth Advisors, LLC | 0.22% | No change | 8,878 | $910K |
| Reynders McVeigh Capital Management, LLC | 0.05% | No change | 8,895 | $903K |
| Lake Street Advisors Group, LLC | 0.04% | Add +0.3% | 8,875 | $901K |
| Angeles Wealth Management, LLC | 0.07% | No change | 8,850 | $899K |
| MCF Advisors LLC | 0.06% | No change | 8,835 | $897K |
| Headlands Technologies LLC | 0.09% | Add +3329.2% | 8,813 | $895K |
| American Financial Advisors, LLC | 0.13% | Add +0.1% | 8,812 | $895K |
| Arbor Investment Advisors, LLC | 0.13% | No change | 8,811 | $895K |
| Forte Asset Management LLC | 0.47% | No change | 8,750 | $888K |
| West Coast Financial LLC | 0.10% | No change | 8,734 | $887K |
| Chesley Taft & Associates LLC | 0.04% | Add +18.4% | 8,716 | $885K |
| New Republic Capital, LLC | 0.58% | Add +6.3% | 8,708 | $884K |
| Nicolet Advisory Services, LLC | 0.08% | Reduce -4.2% | 8,702 | $880K |
| City Holding Co. | 0.12% | Add +1.3% | 8,653 | $878K |
| SageView Advisory Group, LLC | 0.04% | Add +73.3% | 8,648 | $878K |
| Pinion Investment Advisors, LLC | 0.35% | Reduce -35.6% | 8,548 | $868K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -0.6% | 8,535 | $867K |
| WR Wealth Planners, LLC | 0.28% | Reduce -58.6% | 8,522 | $865K |
| Fisher Asset Management | 0.00% | New | 8,514 | $864K |
| NBT Bank, N.A. | 0.06% | Reduce -3.2% | 8,478 | $861K |
| 4J Wealth Management LLC | 0.70% | Reduce -0.1% | 8,478 | $861K |
| Foster Dykema Cabot & Partners, LLC | 0.07% | No change | 8,457 | $859K |
| Financial & Tax Architects, LLC | 0.22% | New | 8,456 | $859K |
| TFB Advisors LLC | 0.24% | Reduce -2.6% | 8,439 | $857K |
| Chancellor Financial Group WB LP | 0.68% | — | 8,281 | $841K |
| Manhattan West Asset Management, LLC | 0.23% | Reduce -3.1% | 8,279 | $841K |
| Community Bank, N.A. | 0.11% | Reduce -9.1% | 8,272 | $840K |
| Milestone Asset Management Group, LLC | 0.75% | — | 8,230 | $836K |
| Accurate Wealth Management, LLC | 0.16% | Reduce -4.8% | 8,249 | $834K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 8,205 | $833K |
| Wallington Asset Management, LLC | 0.12% | Reduce -1.0% | 8,190 | $832K |
| Planning Center, Inc. | 0.11% | Reduce -18.6% | 8,171 | $830K |
| Financial Partners Group, Inc | 0.12% | Add +0.0% | 8,103 | $823K |
| Advisors Preferred, LLC | 0.13% | New | 8,100 | $822K |
| Evolution Wealth Advisors, LLC | 0.14% | Reduce -48.9% | 8,055 | $818K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -26.2% | 8,017 | $814K |
| Weaver Consulting Group | 0.25% | No change | 8,016 | $814K |
| Herold Advisors, Inc. | 0.18% | Reduce -0.4% | 8,007 | $813K |
| Neumann Capital Management, LLC | 0.27% | No change | 8,000 | $812K |
| GAMCO Investors | 0.01% | No change | 8,000 | $812K |
| Greenwood Gearhart LLC | 0.06% | New | 7,984 | $811K |
| Shepherd Kaplan Krochuk, LLC | 0.67% | Reduce -1.9% | 7,949 | $807K |
| Dakota Wealth Management | 0.02% | Add +1.2% | 7,935 | $806K |
| Total Clarity Wealth Management, Inc. | 0.26% | No change | 7,934 | $806K |
| Fidelis Capital Partners, LLC | 0.08% | No change | 7,771 | $803K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -1.4% | 7,895 | $802K |
| Gallagher Fiduciary Advisors, LLC | 0.16% | Add +17.7% | 7,877 | $800K |
| Azimuth Capital Investment Management LLC | 0.03% | Add +0.2% | 7,864 | $798K |
| Ironwood Investment Counsel, LLC | 0.14% | No change | 7,852 | $797K |
| TAP Consulting, LLC | 0.16% | Reduce -1.0% | 7,840 | $796K |
| Bare Financial Services, Inc | 0.32% | Reduce -4.2% | 7,839 | $796K |
| Fulcrum Equity Management | 0.79% | Reduce -1.9% | 7,822 | $794K |
| Tidemark, LLC | 0.30% | Add +0.1% | 7,819 | $794K |
| Bank of New Hampshire | 0.20% | Reduce -0.7% | 7,814 | $793K |
| Buska Wealth Management, LLC | 0.25% | Add +25.8% | 7,779 | $790K |
| Sageworth Trust Co | 0.05% | No change | 7,764 | $788K |
| Zhang Financial LLC | 0.04% | Add +91.1% | 7,718 | $784K |
| Summit Financial Wealth Advisors, LLC | 0.15% | No change | 7,564 | $782K |
| ProVise Management Group, LLC | 0.07% | Reduce -8.7% | 7,686 | $780K |
| Watershed Private Wealth LLC | 0.30% | Reduce -16.0% | 7,676 | $779K |
| Two West Capital Advisors LLC | 0.66% | Add +12.6% | 7,629 | $775K |
| Stephen J. Garry & Associates, LLC | 0.71% | Add +24.6% | 7,610 | $773K |
| HMS Capital Management, LLC | 0.37% | No change | 7,610 | $773K |
| Burkett Financial Services, LLC | 0.32% | Reduce -3.1% | 7,597 | $771K |
| Arcadia Wealth Management, LLC | 0.39% | Add +0.1% | 7,588 | $770K |
| Evergreen Private Wealth LLC | 0.36% | Add +1.6% | 7,579 | $770K |
| Aurora Private Wealth, Inc. | 0.57% | Reduce -1.8% | 7,534 | $765K |
| Single Point Partners, LLC | 0.18% | New | 7,518 | $763K |
| Farmers National Bank | 0.22% | — | 7,482 | $760K |
| Neuberger Berman Group LLC | 0.00% | Reduce -8.8% | 7,468 | $758K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -9.2% | 7,456 | $757K |
| Curated Wealth Partners LLC | 0.09% | Reduce -6.4% | 7,455 | $757K |
| Bank of Stockton | 0.23% | Reduce -1.8% | 7,415 | $753K |
| HUB Investment Partners, LLC | 0.03% | Add +35.1% | 7,384 | $750K |
| CPR Investments Inc. | 0.68% | New | 7,377 | $749K |
| Culbertson A N & Co. Inc. | 0.12% | No change | 7,372 | $748K |
| Verus Wealth Management, LLC | 0.84% | — | 7,368 | $748K |
| Cary Street Partners Investment Advisory LLC | 0.49% | Reduce -74.1% | 7,365 | $748K |
| Sandy Spring Bank | 0.03% | Add +1.0% | 7,351 | $746K |
| Catalyst Financial Partners LLC | 0.14% | Add +2.2% | 7,330 | $744K |
| Laurel Wealth Advisors LLC | 0.12% | Add +1.3% | 7,324 | $744K |
| Castle Wealth Management LLC | 0.29% | No change | 7,318 | $743K |
| All Terrain Financial Advisors, LLC | 0.29% | Reduce -10.4% | 7,318 | $743K |
| Albion Financial Group | 0.05% | Reduce -9.4% | 7,300 | $741K |
| BluePointe Capital Management, LLC | 0.42% | No change | 7,296 | $741K |
| Madison Wealth Partners, Inc | 0.21% | Add +0.7% | 7,295 | $741K |
| Scotia Capital Inc. | 0.00% | Add +1.1% | 7,292 | $740K |
| Van Hulzen Asset Management, LLC | 0.05% | Reduce -2.9% | 7,292 | $740K |
| Integrated Capital Management, LLC | 0.39% | Add +0.1% | 7,287 | $740K |
| Meridian Management Co. | 0.19% | No change | 7,272 | $738K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.18% | Reduce -10.9% | 7,270 | $738K |
| 49 Wealth Management, LLC | 0.10% | Reduce -33.3% | 7,256 | $737K |
| NCM Capital Management, LLC | 0.33% | No change | 7,200 | $731K |
| PFG Investments, LLC | 0.05% | Add +1.0% | 7,199 | $731K |
| Great Lakes Retirement, Inc. | 0.09% | Reduce -2.7% | 7,150 | $726K |
| Jackson, Grant Investment Advisers, Inc. | 0.28% | Add +0.1% | 7,141 | $725K |
| Investment Research & Advisory Group, Inc. | 0.30% | No change | 7,135 | $724K |
| West Paces Advisors Inc. | 0.18% | Add +12.2% | 7,130 | $724K |
| Strategic Family Wealth Counselors, L.L.C. | 0.23% | Add +14.8% | 7,096 | $720K |
| Bar Harbor Wealth Management | 0.05% | Reduce -0.8% | 7,087 | $720K |
| Virtue Capital Management, LLC | 0.14% | New | 7,060 | $717K |
| TrinityPoint Wealth, LLC | 0.10% | Add +1.5% | 7,051 | $716K |
| HCR Wealth Advisors | 0.09% | No change | 7,037 | $714K |
| Breed's Hill Capital LLC | 0.37% | New | 7,027 | $713K |
| Florida Trust Wealth Management Co | 0.02% | Add +1.6% | 7,005 | $711K |
| Harvey Capital Management Inc. | 0.17% | No change | 7,000 | $711K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.8% | 6,959 | $707K |
| Annandale Capital, LLC | 0.14% | No change | 6,952 | $706K |
| Birch Hill Investment Advisors LLC | 0.03% | Reduce -2.5% | 6,950 | $706K |
| GEN Financial Management, INC. | 0.46% | — | 6,933 | $704K |
| Fulton Bank, N.A. | 0.03% | Add +75.6% | 6,925 | $703K |
| HRT Financial LP | 0.00% | New | 6,920 | $702K |
| Comprehensive Financial Planning, Inc. | 0.59% | — | 6,850 | $695K |
| Geometric Wealth Advisors | 0.13% | No change | 6,832 | $694K |
| Middleton & Co. Inc. | 0.08% | Reduce -5.4% | 6,830 | $693K |
| Blackston Financial Advisory Group, LLC | 0.35% | Reduce -4.6% | 6,824 | $693K |
| Intergy Private Wealth, LLC | 0.26% | Reduce -3.4% | 6,815 | $692K |
| Foguth Wealth Management, LLC. | 0.18% | Reduce -15.1% | 6,512 | $692K |
| Sageworth Trust Co of South Dakota | 0.87% | No change | 6,804 | $691K |
| Priebe Wealth Holdings LLC | 0.47% | Reduce -2.6% | 6,768 | $687K |
| Diversified Trust Co. | 0.02% | No change | 6,755 | $686K |
| Huntleigh Advisors, Inc. | 0.15% | — | 6,750 | $685K |
| Oxler Private Wealth LLC | 0.22% | Add +0.1% | 6,737 | $684K |
| Mainstream Capital Management LLC | 0.48% | Add +6.9% | 6,735 | $684K |
| GDS Wealth Management | 0.06% | Add +4.9% | 6,725 | $683K |
| Friday Financial | 0.47% | — | 6,703 | $681K |
| Everhart Financial Group, Inc. | 0.14% | Add +1.4% | 6,699 | $680K |
| Fifth Third Wealth Advisors LLC | 0.04% | New | 6,684 | $679K |
| One Wealth Management Investment & Advisory Services, LLC | 1.07% | Reduce -0.9% | 6,675 | $678K |
| Vident Advisory, LLC | 0.01% | Add +38.8% | 6,658 | $676K |
| Chicago Capital, LLC | 0.02% | No change | 6,637 | $674K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | Add +91.4% | 6,631 | $673K |
| Caprock Group, LLC | 0.02% | New | 6,585 | $669K |
| Legacy Edge Advisors, LLC | 0.11% | Reduce -36.4% | 6,523 | $668K |
| Park National Corp. | 0.02% | Reduce -2.5% | 6,541 | $664K |
| Wimmer Associates 1, LLC | 0.33% | No change | 6,515 | $661K |
| Dimension Capital Management LLC | 0.11% | Reduce -34.7% | 6,490 | $659K |
| Plancorp, LLC | 0.03% | No change | 6,483 | $658K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.5% | 6,478 | $658K |
| Seven Mile Advisory | 0.42% | No change | 6,464 | $656K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | New | 6,463 | $656K |
| Disciplined Investments, LLC | 0.32% | Reduce -0.6% | 6,457 | $656K |
| Cim, LLC | 0.09% | Reduce -7.4% | 6,455 | $655K |
| Hiley Hunt Wealth Management | 0.36% | Reduce -0.9% | 6,451 | $655K |
| Three Seasons Wealth, LLC | 0.32% | Reduce -13.4% | 6,449 | $655K |
| SkyOak Wealth, LLC | 0.14% | Reduce -2.3% | 6,443 | $654K |
| Old Second National Bank of Aurora | 0.15% | No change | 6,431 | $653K |
| Wick Capital Partners, LLC | 0.19% | Add +37.6% | 6,427 | $653K |
| Continuum Advisory, LLC | 0.08% | Reduce -1.6% | 6,405 | $650K |
| Pure Financial Advisors, LLC | 0.01% | Add +13.0% | 6,397 | $650K |
| Affinity Capital Advisors, LLC | 0.12% | No change | 6,321 | $647K |
| Colton Groome Financial Advisors, LLC | 0.25% | No change | 6,364 | $646K |
| Founders Financial Securities LLC | 0.06% | Reduce -1.6% | 6,341 | $644K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,338 | $643K |
| Opal Wealth Advisors, LLC | 0.19% | New | 6,300 | $640K |
| Rossby Financial, LCC | 0.41% | — | 6,297 | $639K |
| Guyasuta Investment Advisors Inc. | 0.04% | Add +0.0% | 6,297 | $639K |
| Roberts Financial Services LLC | 0.12% | Reduce -0.8% | 6,291 | $639K |
| Lion Street Advisors, LLC | 0.20% | Add +29.9% | 6,285 | $638K |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 6,256 | $635K |
| Blue Oak Capital, LLC | 0.39% | — | 6,246 | $634K |
| CGN Advisors LLC | 0.06% | Add +0.4% | 6,241 | $634K |
| Sachetta, LLC | 0.25% | Reduce -1.4% | 6,237 | $633K |
| First National Corp. /Ma/ | 0.14% | No change | 6,234 | $633K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +15.8% | 6,214 | $631K |
| Petix & Botte Co | 0.17% | Reduce -6.0% | 6,186 | $628K |
| Oliver Lagore Vanvalin Investment Group | 0.16% | Reduce -5.9% | 6,146 | $624K |
| tru Independence LLC | 0.20% | Add +0.1% | 6,113 | $621K |
| Solano Wealth Investment Advisors LLC | 0.37% | — | 6,101 | $619K |
| Stratos Investment Management, LLC | 0.04% | Add +25.2% | 6,058 | $615K |
| Trust Co of the South | 0.12% | No change | 6,023 | $612K |
| Conservest Capital Advisors, Inc. | 0.06% | No change | 6,020 | $611K |
| Atlantic Union Bankshares Corp | 0.04% | Add +1.3% | 6,005 | $610K |
| ORBA Wealth Advisors, L.L.C. | 0.32% | No change | 5,968 | $606K |
| Family Office Research LLC | 0.27% | — | 5,966 | $606K |
| JGP Wealth Management, LLC | 0.08% | Add +1.0% | 5,957 | $605K |
| Trexquant Investment LP | 0.01% | Add +90.0% | 5,925 | $602K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.0% | 5,901 | $599K |
| FLP Wealth Management, LLC | 1.52% | — | 5,874 | $596K |
| Sax Wealth Advisors, LLC | 0.05% | Add +0.1% | 5,791 | $588K |
| Klingman & Associates, LLC | 0.04% | No change | 5,782 | $587K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.16% | No change | 5,771 | $586K |
| BIP Wealth, LLC | 0.04% | Add +53.9% | 5,731 | $582K |
| Glassman Wealth Services | 0.10% | Reduce -2.4% | 5,729 | $582K |
| Brio Consultants, LLC | 0.09% | Reduce -2.5% | 5,723 | $581K |
| CWS Financial Advisors, LLC | 0.19% | Add +0.1% | 5,716 | $580K |
| Tortoise Investment Management, LLC | 0.06% | Add +0.1% | 5,710 | $580K |
| Palisade Asset Management, LLC | 0.06% | No change | 5,706 | $579K |
| GAMMA Investing LLC | 0.05% | No change | 5,647 | $573K |
| Gilliland Jeter Wealth Management LLC | 0.19% | Add +28.6% | 5,642 | $573K |
| Everpar Advisors LLC | 0.29% | Add +1.0% | 5,641 | $573K |
| River Street Advisors LLC | 0.29% | Reduce -43.5% | 5,638 | $572K |
| Courage Miller Partners, LLC | 0.20% | Reduce -0.1% | 5,627 | $571K |
| Amplius Wealth Advisors, LLC | 0.06% | Add +0.1% | 5,617 | $570K |
| Hilltop Holdings Inc. | 0.04% | Add +31.1% | 5,616 | $570K |
| Journey Advisory Group, LLC | 0.07% | No change | 6,153 | $569K |
| Davis R M Inc. | 0.01% | No change | 5,608 | $569K |
| Oak Wealth Advisors LLC | 0.44% | — | 5,590 | $568K |
| Altfest L J & Co. Inc. | 0.07% | No change | 5,566 | $565K |
| Sage Financial Group Inc. | 0.05% | No change | 5,562 | $565K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -1.9% | 5,555 | $564K |
| Timonier Family Office, LTD. | 0.29% | — | 5,536 | $562K |
| Staley Capital Advisers Inc. | 0.02% | No change | 5,534 | $562K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 5,524 | $561K |
| Principal Financial Group Inc. | 0.00% | New | 5,501 | $559K |
| Ethos Financial Group, LLC | 0.07% | Reduce -93.4% | 5,497 | $558K |
| Strata Wealth Advisors, LLC | 0.17% | Reduce -3.5% | 5,462 | $555K |
| Yousif Capital Management, LLC | 0.01% | Add +27.2% | 5,445 | $553K |
| Enzi Wealth | 0.21% | Reduce -6.6% | 5,198 | $552K |
| Quadcap Wealth Management, LLC | 0.08% | Add +6.2% | 5,425 | $551K |
| Equitable Trust Co. | 0.03% | New | 5,425 | $551K |
| Verdence Capital Advisors LLC | 0.04% | Add +21.3% | 5,424 | $551K |
| Berger Financial Group, Inc | 0.04% | No change | 5,414 | $550K |
| McAdam, LLC | 0.03% | Add +5.0% | 5,401 | $548K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 5,399 | $548K |
| Gutierrez Wealth Advisory, LLC | 0.45% | — | 5,361 | $544K |
| Gradient Capital Advisors, LLC | 0.18% | Reduce -2.4% | 5,352 | $543K |
| Ritholtz Wealth Management | 0.02% | Reduce -0.9% | 5,322 | $540K |
| Principle Wealth Partners LLC | 0.04% | No change | 5,319 | $540K |
| Mendel Money Management | 0.24% | Add +5.9% | 5,306 | $539K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 5,303 | $538K |
| Worth Financial Advisory Group, LLC | 0.33% | Add +1.2% | 5,297 | $538K |
| Bank of Nova Scotia | 0.00% | No change | 5,280 | $536K |
| Canandaigua National Bank & Trust Co. | 0.05% | Reduce -0.9% | 5,267 | $535K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -8.1% | 5,267 | $535K |
| Quartz Partners, LLC | 0.33% | Reduce -17.5% | 5,265 | $535K |
| Wedbush Securities Inc. | 0.02% | Add +22.7% | 5,264 | $534K |
| HTLF Bank | 0.06% | Add +2.0% | 5,252 | $533K |
| Oakwell Private Wealth Management, LLC | 0.15% | No change | 5,240 | $532K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Reduce -9.4% | 5,229 | $531K |
| Clarendon Private LLC | 0.56% | — | 5,227 | $531K |
| KRS Capital Management, LLC | 0.37% | No change | 5,222 | $530K |
| Segment Wealth Management, LLC | 0.04% | No change | 5,222 | $530K |
| Eldridge Investment Advisors, Inc. | 0.12% | Reduce -12.8% | 5,200 | $528K |
| Francis Financial, Inc. | 0.13% | Reduce -0.8% | 5,185 | $526K |
| Goldstein Advisors, LLC | 0.08% | Reduce -7.4% | 5,184 | $526K |
| Parthenon LLC | 0.06% | Reduce -21.2% | 5,136 | $521K |
| Beverly Hills Private Wealth, LLC | 0.11% | Reduce -18.9% | 5,123 | $520K |
| LaFleur & Godfrey LLC | 0.07% | No change | 5,096 | $517K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +2.6% | 5,084 | $516K |
| Fernwood Investment Management, LLC | 0.18% | Reduce -43.1% | 5,076 | $515K |
| Front Row Advisors LLC | 0.18% | No change | 5,072 | $515K |
| ORG Partners LLC | 0.07% | Reduce -10.8% | 5,063 | $514K |
| WealthBridge Capital Management, LLC | 0.14% | No change | 5,034 | $511K |
| Wealthquest Corp | 0.04% | Reduce -1.8% | 5,028 | $510K |
| WT Wealth Management | 0.16% | No change | 5,014 | $509K |
| Visionary Wealth Advisors | 0.03% | Add +0.3% | 5,010 | $509K |
| Newman Dignan & Sheerar, Inc. | 0.13% | Reduce -10.7% | 5,005 | $508K |
| GLOBALT Investments LLC / GA | 0.02% | No change | 5,004 | $508K |
| GenTrust, LLC | 0.02% | No change | 5,000 | $508K |
| Corebridge Financial, Inc. | 0.00% | New | 5,000 | $508K |
| Savvy Advisors, Inc. | 0.06% | Add +15.9% | 4,991 | $507K |
| Oak Harvest Investment Services | 0.07% | Add +0.3% | 4,952 | $503K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 4,942 | $502K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 4,936 | $501K |
| Fusion Capital, LLC | 0.20% | Reduce -0.3% | 4,915 | $499K |
| Vicus Capital | 0.04% | Reduce -0.9% | 4,906 | $498K |
| Legacy Bridge, LLC | 0.26% | No change | 4,905 | $498K |
| Hershey Financial Advisers, LLC | 0.44% | — | 4,891 | $497K |
| Pictet North America Advisors SA | 0.05% | No change | 4,872 | $495K |
| GatePass Capital, LLC | 0.55% | — | 4,868 | $494K |
| Seros Financial, LLC | 0.44% | — | 5,307 | $491K |
| Dynamic Financial Group | 0.50% | — | 4,832 | $491K |
| Insight Wealth Strategies, LLC | 0.07% | Reduce -13.7% | 4,829 | $490K |
| May Hill Capital, LLC | 0.19% | — | 4,773 | $485K |
| Condor Capital Management | 0.04% | No change | 4,761 | $483K |
| BOS Asset Management, LLC | 0.17% | Add +23.9% | 4,753 | $483K |
| Raab & Moskowitz Asset Management LLC | 0.12% | No change | 4,752 | $482K |
| Family Manage LLC | 0.08% | New | 4,750 | $482K |
| Apollon Financial, LLC | 0.12% | Reduce -0.8% | 4,739 | $481K |
| Hidden Cove Wealth Management, LLC | 0.39% | — | 4,732 | $480K |
| Seascape Capital Management | 0.17% | No change | 4,716 | $479K |
| Strategic Financial Concepts, LLC | 0.09% | Add +12.5% | 4,714 | $479K |
| Morton Capital Management LLC | 0.09% | No change | 4,710 | $478K |
| Mengis Capital Management, Inc. | 0.10% | Reduce -17.5% | 4,709 | $478K |
| Summit Asset Management, LLC | 0.08% | Reduce -10.8% | 4,697 | $477K |
| Trilogy Capital Inc. | 0.02% | Reduce -1.4% | 4,689 | $476K |
| Accredited Investors Inc. | 0.03% | Reduce -1.0% | 4,686 | $476K |
| Unique Wealth, LLC | 0.10% | Add +23.7% | 4,682 | $475K |
| Marcum Wealth, LLC | 0.04% | Reduce -10.2% | 4,681 | $475K |
| GM Advisory Group, LLC | 0.03% | No change | 4,669 | $474K |
| Fairway Wealth LLC | 0.21% | Add +27.3% | 4,658 | $473K |
| Novus Advisors, LLC | 0.47% | — | 4,656 | $473K |
| SwitchPoint Financial Planning, LLC | 0.45% | — | 4,656 | $473K |
| Horizon Wealth Management, LLC | 0.08% | New | 4,635 | $471K |
| WNY Asset Management, LLC | 0.06% | No change | 4,600 | $467K |
| Cape Investment Advisory, Inc. | 0.18% | Reduce -6.3% | 4,562 | $463K |
| Koesten, Hirschmann & Crabtree, INC. | 0.27% | No change | 4,558 | $463K |
| JFG Wealth Management, LLC | 0.11% | Add +0.5% | 4,543 | $461K |
| Stone Summit Wealth LLC | 0.15% | Reduce -0.1% | 4,516 | $459K |
| Axim Planning & Wealth | 0.49% | Add +20.6% | 4,505 | $457K |
| Annex Advisory Services, LLC | 0.01% | No change | 4,500 | $457K |
| Almanack Investment Partners, LLC. | 0.07% | Reduce -17.9% | 4,497 | $457K |
| Walled Lake Planning & Wealth Management, LLC | 0.17% | Reduce -3.9% | 4,495 | $456K |
| Sfmg, LLC | 0.04% | Reduce -0.7% | 4,491 | $456K |
| Formidable Asset Management, LLC | 0.07% | Reduce -3.4% | 4,488 | $456K |
| Private Portfolio Partners LLC | 0.08% | Add +0.6% | 4,463 | $453K |
| Bluespring Wealth Management, LLC | 0.05% | No change | 4,459 | $453K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 4,458 | $453K |
| Main Street Financial Solutions, LLC | 0.04% | Add +4.2% | 4,455 | $452K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 4,452 | $452K |
| Truefg, LLC | 0.15% | Add +0.3% | 4,451 | $452K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | Add +20.9% | 4,439 | $451K |
| MIdWestOne Financial Group, Inc. | 0.06% | No change | 4,435 | $450K |
| Arax Advisory Partners | 0.03% | Reduce -76.6% | 4,429 | $450K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -0.5% | 4,440 | $449K |
| BCS Wealth Management | 0.11% | New | 4,395 | $446K |
| PUREfi Wealth, LLC | 0.44% | — | 4,386 | $445K |
| Relyea Zuckerberg Hanson LLC | 0.06% | No change | 4,372 | $444K |
| United Advisor Group, LLC | 0.09% | Add +9.1% | 4,360 | $443K |
| Guidance Capital, Inc. | 0.14% | Reduce -87.1% | 4,163 | $442K |
| Brown Wealth Management, LLC | 0.16% | Reduce -0.3% | 4,355 | $442K |
| Christensen, King & Associates Investment Services, Inc. | 0.21% | Add +0.0% | 4,195 | $441K |
| Bank Ozk | 0.18% | Reduce -4.0% | 4,344 | $441K |
| N.E.W. Advisory Services LLC | 0.04% | No change | 4,307 | $437K |
| Baker Tilly Wealth Management, LLC | 0.17% | New | 4,296 | $436K |
| Eagle Rock Investment Company, LLC | 0.07% | No change | 4,229 | $429K |
| Willner & Heller, LLC | 0.38% | Reduce -1.3% | 4,223 | $429K |
| TrueWealth Advisors, LLC | 0.14% | No change | 4,222 | $429K |
| O'Connor Financial Group LLC | 0.22% | No change | 4,215 | $428K |
| Main Street Group, LTD | 0.18% | Add +16.1% | 4,208 | $427K |
| Lake Street Private Wealth, LLC | 0.07% | Add +1.2% | 4,203 | $427K |
| Richards, Merrill & Peterson, Inc. | 0.22% | — | 4,193 | $426K |
| Pine Valley Investments Ltd Liability Co | 0.03% | New | 4,191 | $426K |
| Advyzon Investment Management, LLC | 0.16% | — | 4,140 | $420K |
| Montis Financial, LLC | 0.13% | Add +84.5% | 4,137 | $420K |
| Newton One Investments LLC | 0.16% | Reduce -8.6% | 4,135 | $420K |
| PCA Investment Advisory Services Inc. | 0.19% | Reduce -2.8% | 4,133 | $420K |
| BCGM Wealth Management, LLC | 0.13% | Add +83.4% | 4,131 | $419K |
| US Financial Advisors, LLC | 0.13% | Add +0.0% | 4,107 | $417K |
| Talisman Wealth Advisors LLC | 0.44% | Add +87.7% | 4,096 | $416K |
| Ascentis Independent Advisors | 0.08% | New | 4,094 | $416K |
| Canal Capital Management, LLC | 0.07% | Reduce -2.3% | 4,089 | $415K |
| Holland Advisory Services, Inc. | 0.54% | Add +0.1% | 4,071 | $413K |
| Floyd Financial Group LLC | 0.34% | — | 4,085 | $413K |
| Ruggaard & Associates LLC | 0.18% | No change | 4,059 | $412K |
| Jim Saulnier & Associates, LLC | 0.35% | Add +0.1% | 4,049 | $411K |
| Aviance Capital Partners, LLC | 0.06% | No change | 4,031 | $409K |
| Embree Financial Group | 0.07% | Add +5.0% | 4,027 | $409K |
| Old North State Trust, LLC | 0.26% | Reduce -6.3% | 4,015 | $408K |
| Tradewinds, LLC. | 0.11% | New | 3,877 | $408K |
| Canvas Wealth Advisors, LLC | 0.10% | No change | 4,016 | $408K |
| Howard Financial Services, LTD. | 0.06% | Add +0.1% | 4,013 | $407K |
| Crewe Advisors LLC | 0.06% | Add +2.0% | 4,011 | $407K |
| High Net Worth Advisory Group LLC | 0.11% | Reduce -0.3% | 4,000 | $406K |
| Steigerwald, Gordon & Koch Inc. | 0.05% | No change | 3,995 | $406K |
| Sachem Hill LLC | 0.08% | No change | 3,970 | $403K |
| Vishria Bird Financial Group, LLC | 0.14% | No change | 3,964 | $402K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -7.7% | 3,956 | $402K |
| Shearwater Capital LLC | 0.27% | Reduce -5.3% | 3,955 | $402K |
| Shakespeare Wealth Management, LLC | 0.11% | Add +0.3% | 3,945 | $401K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +349.7% | 3,944 | $400K |
| AssuredPartners Investment Advisors, LLC | 0.08% | — | 3,935 | $400K |
| SYM FINANCIAL Corp | 0.05% | Reduce -1.4% | 3,924 | $398K |
| Garrison Point Advisors, LLC | 0.19% | Reduce -2.0% | 3,920 | $398K |
| Westwood Holdings Group Inc. | 0.00% | Add +12.4% | 3,918 | $398K |
| Little House Capital LLC | 0.11% | Reduce -57.2% | 3,913 | $397K |
| Gradient Investments LLC | 0.01% | Add +2.7% | 3,901 | $396K |
| Phillips Financial Management, LLC | 0.03% | Reduce -0.3% | 3,897 | $396K |
| Cornerstone Wealth Advisors, Inc. | 0.11% | Add +1.0% | 3,889 | $395K |
| Basepoint Wealth LLC | 0.31% | Add +0.0% | 3,884 | $394K |
| Larson Financial Group LLC | 0.02% | Reduce -52.9% | 3,882 | $394K |
| Salus Financial Advisors, LLC | 0.31% | — | 3,876 | $394K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +0.9% | 3,869 | $393K |
| Partners in Financial Planning | 0.08% | Reduce -19.9% | 3,840 | $390K |
| Welch Group, LLC | 0.02% | No change | 3,802 | $389K |
| Coyle Financial Counsel LLC | 0.12% | No change | 3,833 | $389K |
| Kestra Investment Management, LLC | 0.02% | Add +21.5% | 3,832 | $389K |
| Trail Ridge Investment Advisors, LLC | 0.18% | Add +2.3% | 3,824 | $388K |
| Financial Insights, Inc. | 0.15% | Reduce -8.0% | 3,822 | $388K |
| HFG Advisors, Inc. | 0.34% | No change | 3,814 | $387K |
| Secure Asset Management, LLC | 0.06% | No change | 3,810 | $387K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 3,804 | $386K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -1.4% | 3,793 | $385K |
| Capital Investment Counsel, LLC | 0.06% | Reduce -35.5% | 3,752 | $381K |
| Monetary Management Group Inc. | 0.10% | No change | 3,750 | $381K |
| IFC Advisors LLC | 0.08% | — | 3,738 | $380K |
| Warm Springs Advisors Inc. | 0.35% | — | 3,736 | $379K |
| Center For Asset Management LLC | 0.24% | Add +0.0% | 3,727 | $378K |
| Blue Chip Partners, LLC | 0.03% | Add +0.1% | 3,719 | $378K |
| Ellenbecker Investment Group | 0.07% | Add +34.0% | 3,710 | $377K |
| William Mack & Associates, Inc. | 0.39% | — | 3,690 | $375K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | New | 3,671 | $373K |
| Fortis Capital Management LLC | 0.07% | Reduce -4.3% | 3,665 | $372K |
| Navalign, LLC | 0.11% | Add +5.0% | 3,660 | $372K |
| Glen Eagle Advisors, LLC | 0.06% | Add +0.3% | 3,629 | $368K |
| Fort Point Capital Partners LLC | 0.04% | No change | 3,628 | $368K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -4.5% | 3,617 | $367K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +1.6% | 3,616 | $367K |
| Three Cord True Wealth Management, LLC | 0.32% | — | 3,609 | $366K |
| RDA Financial Network | 0.11% | Reduce -54.7% | 3,604 | $366K |
| Ellevest, Inc. | 0.02% | No change | 3,595 | $365K |
| Berkshire Money Management, Inc. | 0.04% | New | 3,586 | $364K |
| Oarsman Capital, Inc. | 0.06% | Reduce -3.4% | 3,578 | $363K |
| Western Financial Corp | 0.20% | Reduce -39.1% | 3,577 | $363K |
| Colonial Trust Advisors | 0.03% | Add +1.2% | 3,556 | $361K |
| Keystone Financial Group | 0.04% | Reduce -33.1% | 3,555 | $361K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | No change | 3,553 | $361K |
| Stonebridge Financial Group, LLC | 0.04% | — | 3,541 | $360K |
| Aurdan Capital Management, LLC | 0.14% | — | 3,530 | $358K |
| Melfa Wealth Management, Inc. | 0.24% | Reduce -12.4% | 3,525 | $358K |
| RVW Wealth, LLC | 0.03% | No change | 3,525 | $358K |
| ABLE Financial Group, LLC | 0.11% | No change | 3,523 | $358K |
| Legacy Capital Group California, Inc. | 0.11% | Add +8.9% | 3,521 | $357K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,507 | $356K |
| Ingalls & Snyder LLC | 0.01% | Add +67.2% | 3,509 | $356K |
| Burney Co./ | 0.01% | No change | 3,501 | $355K |
| KKM Financial LLC | 0.15% | No change | 3,500 | $355K |
| Arbor Trust Wealth Advisors, LLC | 0.17% | Add +0.3% | 3,493 | $355K |
| CRA Financial Services, LLC | 0.06% | Add +2.2% | 3,491 | $354K |
| Affinity Wealth Management LLC | 0.06% | Reduce -4.5% | 3,465 | $352K |
| Clarity Capital Advisors, LLC | 0.24% | No change | 3,465 | $352K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Reduce -0.2% | 3,460 | $351K |
| Allegheny Financial Group | 0.09% | No change | 3,456 | $351K |
| Portland Global Advisors LLC | 0.04% | Reduce -9.9% | 3,450 | $350K |
| Petra Financial Advisors Inc. | 0.24% | No change | 3,436 | $349K |
| Wellment Financial | 0.44% | — | 3,434 | $349K |
| Pullen Investment Management, LLC | 0.23% | No change | 3,428 | $348K |
| Community Financial Services Group, LLC | 0.07% | No change | 3,426 | $348K |
| Integrity Wealth Solutions LLC | 0.19% | Reduce -26.8% | 3,426 | $348K |
| Saxon Interests, Inc. | 0.15% | Reduce -0.1% | 3,409 | $346K |
| Mascagni Wealth Management, Inc. | 0.34% | — | 3,725 | $346K |
| Americana Partners, LLC | 0.01% | New | 3,383 | $343K |
| Genesis Wealth Advisors, LLC | 0.30% | — | 3,368 | $342K |
| Allen Capital Group, LLC | 0.04% | No change | 3,361 | $341K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 3,352 | $340K |
| TruWealth Advisors, LLC | 0.02% | No change | 3,352 | $340K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.08% | Reduce -0.0% | 3,342 | $339K |
| Parr McKnight Wealth Management Group, LLC | 0.05% | — | 3,315 | $337K |
| Caldwell Trust Co | 0.04% | Add +2.6% | 3,315 | $337K |
| United Community Bank | 0.13% | Add +4.3% | 3,306 | $336K |
| Stiles Financial Services Inc | 0.12% | No change | 3,305 | $336K |
| Landing Point Financial Group, LLC | 0.25% | — | 3,180 | $334K |
| G2 Capital Management, LLC / Oh | 0.10% | No change | 3,288 | $334K |
| PSI Advisors, LLC | 0.10% | Add +21.0% | 3,282 | $333K |
| One Capital Management, LLC | 0.01% | Add +0.1% | 3,280 | $333K |
| Freedom Day Solutions, LLC | 0.10% | Add +3.5% | 3,273 | $332K |
| Sagace Wealth Management LLC | 0.25% | No change | 3,271 | $332K |
| Barr E S & Co. | 0.02% | No change | 3,270 | $332K |
| Jag Capital Management, LLC | 0.05% | Add +0.3% | 3,267 | $332K |
| Portland Financial Advisors Inc | 0.89% | — | 3,264 | $331K |
| Edge Capital Group, LLC | 0.01% | No change | 3,251 | $330K |
| Swisher Financial Concepts, Inc. | 0.39% | Reduce -28.5% | 3,250 | $330K |
| Samalin Investment Counsel, LLC | 0.14% | Add +0.1% | 3,245 | $330K |
| Trust Co. of Vermont | 0.02% | Add +22.2% | 3,241 | $329K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +3.6% | 3,241 | $329K |
| New Century Financial Group, LLC | 0.14% | Reduce -93.6% | 3,182 | $329K |
| L & S Advisors Inc | 0.04% | Reduce -0.7% | 3,226 | $328K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -1.6% | 3,221 | $327K |
| Prasad Wealth Partners, LLC | 0.11% | — | 3,202 | $325K |
| Paulson Wealth Management Inc. | 0.09% | No change | 3,200 | $325K |
| Roble, Belko & Company, Inc | 0.05% | No change | 3,196 | $324K |
| Kingdom Financial Group LLC. | 0.22% | Reduce -3.3% | 3,187 | $324K |
| Cassady Schiller Wealth Management, LLC | 0.12% | No change | 3,186 | $324K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | No change | 3,158 | $321K |
| Kirtland Hills Capital Management, LLC | 0.20% | No change | 3,152 | $320K |
| Kelly Financial Group LLC | 0.11% | — | 3,147 | $320K |
| Forum Private Client Group LLC | 0.14% | Reduce -1.1% | 3,133 | $318K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 3,120 | $317K |
| Zullo Investment Group, Inc. | 0.13% | No change | 3,118 | $317K |
| Shira Ridge Wealth Management | 0.15% | Reduce -3.1% | 3,106 | $315K |
| Texas Capital Bancshares Inc | 0.13% | No change | 3,102 | $315K |
| Mountain Capital Investment Advisors Inc. | 0.07% | Add +2.9% | 3,033 | $315K |
| M. Kraus & Co | 0.09% | No change | 3,100 | $315K |
| Core Wealth Management, Inc. | 0.12% | No change | 3,099 | $315K |
| Fortis Advisors, LLC | 0.21% | Add +13.2% | 3,095 | $314K |
| Midwest Heritage Bank, FSB | 0.15% | Reduce -15.9% | 3,091 | $314K |
| MWA Asset Management | 0.21% | Add +36.2% | 3,081 | $313K |
| NWF Advisory Services Inc. | 0.05% | Add +8.1% | 3,070 | $312K |
| Garden State Investment Advisory Services LLC | 0.10% | No change | 3,062 | $311K |
| Schrum Private Wealth Management LLC | 0.26% | Reduce -47.9% | 3,052 | $310K |
| Virtus Wealth Solutions LLC | 0.07% | — | 3,050 | $310K |
| Diversified Enterprises, LLC | 0.03% | Add +1.0% | 3,044 | $309K |
| TPG Advisors LLC | 0.24% | No change | 3,044 | $309K |
| 1900 Wealth Management LLC | 0.03% | Add +4.9% | 3,040 | $309K |
| Sargent Investment Group, LLC | 0.05% | New | 3,062 | $309K |
| First American Trust, FSB | 0.03% | No change | 3,021 | $307K |
| Steph & Co. | 0.10% | Reduce -5.0% | 3,009 | $306K |
| Vaughan David Investments LLC | 0.01% | No change | 3,006 | $305K |
| 1776 Wealth LLC | 0.14% | No change | 3,000 | $305K |
| Shelton Wealth Management, LLC | 0.17% | Add +0.0% | 2,993 | $304K |
| Delta Investment Management, LLC | 0.06% | Reduce -0.3% | 2,977 | $302K |
| Janus Henderson Group PLC | 0.00% | New | 2,973 | $302K |
| Brady Martz Wealth Solutions, LLC | 0.07% | — | 3,001 | $302K |
| Dunhill Financial, LLC | 0.14% | Add +5.8% | 2,962 | $301K |
| Valued Wealth Advisors LLC | 0.19% | Add +391.9% | 2,956 | $300K |
| Chesapeake Wealth Management | 0.10% | No change | 2,955 | $300K |
| L.M. Kohn & Company | 0.08% | No change | 2,952 | $300K |
| Orange Investment Advisors, Inc. | 0.03% | No change | 2,950 | $300K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +16.5% | 2,938 | $298K |
| Inspire Advisors, LLC | 0.04% | Add +12.6% | 2,931 | $298K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 2,930 | $297K |
| Regatta Capital Group, LLC | 0.06% | No change | 2,909 | $295K |
| Brand Asset Management Group, Inc. | 0.12% | No change | 2,903 | $295K |
| Bremer Bank National Association | 0.06% | No change | 2,890 | $293K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -20.2% | 2,883 | $293K |
| Strategic Point Investment Advisors, LLC | 0.05% | Reduce -14.5% | 2,880 | $292K |
| Global Financial Private Client, LLC | 0.11% | Reduce -10.7% | 2,852 | $290K |
| NewSquare Capital LLC | 0.02% | New | 2,843 | $289K |
| Veery Capital, LLC | 0.11% | Reduce -1.1% | 2,840 | $288K |
| Duncker Streett & Co. Inc. | 0.05% | Reduce -48.9% | 2,834 | $288K |
| Mattern Capital Management, LLC | 0.04% | Reduce -49.5% | 2,784 | $283K |
| Cornerstone Planning, LLC | 0.11% | — | 2,781 | $282K |
| Grove Bank & Trust | 0.04% | No change | 2,781 | $282K |
| Accredited Investor Services, LLC | 0.23% | — | 2,779 | $282K |
| TBH Global Asset Management, LLC | 0.07% | No change | 2,779 | $282K |
| Centricity Wealth Management, LLC | 0.26% | — | 2,754 | $280K |
| McDonald Partners LLC | 0.07% | Reduce -13.7% | 2,747 | $279K |
| MRA Advisory Group | 0.15% | Add +0.1% | 2,744 | $279K |
| SP Asset Management LLC | 0.02% | Add +0.1% | 2,743 | $278K |
| Paradigm, Strategies in Wealth Management, LLC | 0.18% | No change | 2,735 | $278K |
| Kavar Capital Partners Group, LLC | 0.05% | Reduce -15.5% | 2,718 | $276K |
| Sabal Trust CO | 0.02% | No change | 2,716 | $276K |
| Mosaic Advisors LLC | 0.32% | New | 2,713 | $275K |
| CPC Advisors, LLC | 0.04% | New | 2,700 | $274K |
| Avity Investment Management Inc. | 0.02% | No change | 2,695 | $274K |
| Bluesphere Advisors LLC | 0.13% | Reduce -9.4% | 2,685 | $273K |
| Unionview, LLC | 0.20% | No change | 2,682 | $272K |
| United Asset Strategies, Inc. | 0.02% | No change | 2,672 | $271K |
| Smith, Moore & Co. | 0.02% | No change | 2,664 | $271K |
| Cibc World Market Inc. | 0.00% | Add +2.3% | 2,655 | $270K |
| Patten & Patten Inc. | 0.02% | Reduce -2.3% | 2,657 | $270K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 2,654 | $269K |
| Plum Street Advisors, LLC | 0.13% | No change | 2,651 | $269K |
| Cypress Capital Group | 0.03% | Reduce -9.5% | 2,650 | $269K |
| Whalerock Point Partners, LLC | 0.06% | No change | 2,646 | $269K |
| Genesee Capital Advisors, LLC | 0.12% | No change | 2,644 | $268K |
| Harbor Group, Inc. | 0.06% | Add +0.1% | 2,640 | $268K |
| Cynosure Group, LLC | 0.04% | New | 2,640 | $268K |
| Talon Private Wealth, LLC | 0.06% | New | 2,625 | $267K |
| Mascoma Wealth Management LLC | 0.07% | Reduce -12.3% | 2,619 | $266K |
| Gordian Advisors LLC | 0.21% | No change | 2,616 | $266K |
| Silverlake Wealth Management LLC | 0.10% | Reduce -8.7% | 2,613 | $265K |
| Crew Capital Management, Ltd | 0.22% | No change | 2,607 | $265K |
| Seeds Investor LLC | 0.08% | New | 2,602 | $264K |
| Fischer Financial Services, Inc. | 0.08% | — | 2,600 | $264K |
| Cambridge Financial Group, LLC | 0.11% | No change | 2,591 | $263K |
| Davidson Trust Co. | 0.14% | No change | 2,589 | $263K |
| LJI Wealth Management, LLC | 0.05% | Reduce -43.6% | 2,589 | $263K |
| D'Orazio & Associates, Inc. | 0.04% | New | 2,577 | $262K |
| Ledyard National Bank | 0.02% | No change | 2,573 | $261K |
| Opinicus Capital, Inc. | 0.22% | Reduce -20.2% | 2,555 | $259K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -39.9% | 2,545 | $258K |
| Montz Harcus Wealth Management LLC | 0.14% | Add +0.1% | 2,543 | $258K |
| Allred Capital Management, LLC | 0.10% | No change | 2,535 | $257K |
| First Bank & Trust | 0.05% | Add +15.7% | 2,526 | $256K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | No change | 2,522 | $256K |
| Millennium Management | 0.00% | Reduce -69.3% | 2,521 | $256K |
| Investment Partners Asset Management, Inc. | 0.20% | No change | 2,517 | $256K |
| Certuity, LLC | 0.03% | Add +0.0% | 2,509 | $255K |
| Exchange Capital Management, Inc. | 0.04% | Reduce -6.2% | 2,507 | $255K |
| M3 Advisory Group, LLC | 0.18% | Reduce -2.0% | 2,500 | $254K |
| Vestia Personal Wealth Advisors | 0.21% | Reduce -5.5% | 2,500 | $254K |
| BLB&B Advisors, LLC | 0.01% | Add +0.1% | 2,491 | $253K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +24.7% | 2,489 | $253K |
| Quent Capital, LLC | 0.03% | Reduce -15.9% | 2,484 | $252K |
| Palouse Capital Management, Inc. | 0.17% | New | 2,480 | $252K |
| Clientfirst Wealth Management, LLC | 0.25% | — | 2,472 | $251K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -1.6% | 2,456 | $249K |
| Heritage Family Offices, LLP | 0.12% | New | 2,440 | $248K |
| Motiv8 Investments LLC | 0.17% | Reduce -5.7% | 2,436 | $247K |
| Evermay Wealth Management LLC | 0.04% | Add +21.5% | 2,428 | $247K |
| Chemistry Wealth Management LLC | 0.06% | No change | 2,427 | $246K |
| Argentarii, LLC | 0.12% | — | 2,422 | $246K |
| Windsor Advisory Group, LLC | 0.29% | No change | 2,420 | $246K |
| WealthCare Investment Partners, LLC | 0.11% | Add +0.1% | 2,420 | $246K |
| Vermillion & White Wealth Management Group, LLC | 0.18% | Add +2.0% | 2,417 | $245K |
| Columbus Macro, LLC | 0.03% | No change | 2,412 | $245K |
| SevenBridge Financial Group, LLC | 0.05% | Add +9.2% | 2,324 | $245K |
| Everest Private Wealth | 0.22% | — | 2,408 | $244K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 2,406 | $244K |
| Persium Advisors, LLC | 0.24% | — | 2,406 | $244K |
| Resources Management Corp. /CT/ | 0.03% | Reduce -0.2% | 2,404 | $244K |
| Truvestments Capital LLC | 0.06% | Reduce -0.1% | 2,403 | $244K |
| Avaii Wealth Management, LLC | 0.12% | Reduce -2.1% | 2,400 | $244K |
| Parsons Capital Management Inc. | 0.01% | No change | 2,400 | $244K |
| Independent Wealth Network Inc. | 0.10% | Reduce -26.4% | 2,395 | $243K |
| Michels Family Financial, LLC | 0.22% | — | 2,395 | $243K |
| Full Sail Capital, LLC | 0.02% | No change | 2,390 | $243K |
| Grey Fox Wealth Advisors, LLC | 0.07% | Reduce -0.2% | 2,383 | $242K |
| Cape Ann Savings Bank | 0.14% | No change | 2,376 | $241K |
| Forefront Wealth Partners, LLC | 0.18% | — | 2,373 | $241K |
| ARS Investment Partners, LLC | 0.02% | No change | 2,360 | $240K |
| Alpha Advisors, LLC | 0.25% | — | 2,355 | $239K |
| Greykasell Wealth Strategies, Inc. | 0.13% | — | 2,346 | $238K |
| Presilium Private Wealth, LLC | 0.05% | No change | 2,344 | $238K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -3.5% | 2,339 | $237K |
| Richmond Investment Services, LLC | 0.13% | — | 2,335 | $237K |
| Becker Capital Management Inc. | 0.01% | Reduce -13.1% | 2,324 | $236K |
| Gibbs Wealth Management | 0.06% | New | 2,322 | $236K |
| DB Fitzpatrick & Co, Inc | 0.22% | Reduce -12.2% | 2,322 | $236K |
| Twelve Points Wealth Management LLC | 0.07% | Reduce -2.3% | 2,320 | $236K |
| Capital Management Associates, Inc | 0.09% | Add +0.1% | 2,316 | $235K |
| Fragasso Financial Advisors Inc | 0.02% | New | 2,311 | $235K |
| Mathes Company, Inc. | 0.09% | No change | 2,300 | $234K |
| Global Assets Advisory, LLC | 0.13% | Reduce -19.1% | 2,304 | $234K |
| Ridgeline Wealth, LLC | 0.19% | — | 2,298 | $233K |
| Voisard Asset Management Group, Inc. | 0.08% | No change | 2,292 | $233K |
| Resonant Capital Advisors, LLC | 0.02% | Add +0.0% | 2,272 | $231K |
| North Forty Two & Co. | 0.27% | — | 2,272 | $231K |
| Geneva Partners, LLC | 0.09% | Add +0.9% | 2,272 | $231K |
| Anb Bank | 0.10% | — | 2,264 | $230K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 2,260 | $229K |
| Good Life Advisors, LLC | 0.02% | Reduce -55.5% | 2,258 | $229K |
| Founders Financial Alliance, LLC | 0.06% | No change | 2,240 | $227K |
| Wingate Wealth Advisors, Inc. | 0.22% | — | 2,239 | $227K |
| Proathlete Wealth Management LLC | 0.09% | Reduce -7.4% | 2,234 | $227K |
| Blue Investment Partners LLC | 0.08% | No change | 2,229 | $226K |
| Summit Wealth Group, LLC | 0.07% | No change | 2,223 | $226K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +0.1% | 2,176 | $226K |
| Colonial Trust Co / SC | 0.03% | Reduce -5.3% | 2,218 | $225K |
| Debussy Capital Management LP | 0.03% | Reduce -2.2% | 2,195 | $225K |
| Arkos Global Advisors | 0.03% | No change | 2,194 | $223K |
| Novem Group | 0.03% | — | 2,190 | $222K |
| VSM Wealth Advisory, LLC | 0.08% | — | 2,188 | $222K |
| JSF Financial, LLC | 0.06% | Reduce -4.1% | 2,188 | $222K |
| Human Investing LLC | 0.04% | Reduce -14.0% | 2,173 | $221K |
| SMART Wealth LLC | 0.08% | Reduce -10.0% | 2,169 | $220K |
| Triton Financial Group Inc | 0.14% | No change | 2,165 | $220K |
| Menard Financial Group LLC | 0.13% | No change | 2,163 | $220K |
| Greenwood Capital Associates LLC | 0.03% | No change | 2,160 | $219K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 2,153 | $219K |
| Horan Securities, Inc. | 0.08% | Add +0.1% | 2,153 | $219K |
| A&I Financial Services, LLC | 0.21% | — | 2,137 | $217K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 2,132 | $216K |
| Moors & Cabot, Inc. | 0.01% | New | 2,130 | $216K |
| GWN Securities Inc. | 0.06% | — | 2,096 | $216K |
| Wealthstar Advisors, LLC | 0.09% | — | 2,124 | $216K |
| FSA Advisors, Inc. | 0.26% | Reduce -14.8% | 2,102 | $213K |
| Barnes Pettey Financial Advisors, LLC | 0.16% | No change | 2,100 | $213K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | No change | 2,096 | $213K |
| Grant/GrossMendelsohn, LLC | 0.11% | New | 2,088 | $212K |
| Legacy Private Trust Co. | 0.01% | New | 2,088 | $212K |
| Buttonwood Financial Group, LLC | 0.12% | New | 1,995 | $212K |
| Black Cypress Capital Management, LLC | 0.18% | Add +1.7% | 1,692 | $211K |
| Aufman Associates Inc | 0.14% | Reduce -5.8% | 2,075 | $211K |
| REAP Financial Group, LLC | 0.05% | Reduce -3.9% | 2,074 | $211K |
| Coordinated Financial Services, Inc. | 0.17% | — | 2,071 | $210K |
| Planning Alternatives Ltd. | 0.03% | New | 2,063 | $209K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -4.0% | 2,057 | $209K |
| Abacus Wealth Partners, LLC | 0.03% | New | 2,044 | $208K |
| Aspen Wealth Management LLC | 0.06% | New | 2,041 | $207K |
| Stage Harbor Financial, LLC | 0.18% | New | 2,040 | $207K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -8.2% | 2,032 | $206K |
| Valtinson Bruner Financial Planning LLC | 0.07% | New | 2,027 | $206K |
| Authentikos Wealth Advisory, LLC | 0.20% | Reduce -3.6% | 2,022 | $205K |
| Riverwater Partners LLC | 0.10% | New | 2,016 | $205K |
| Plan Group Financial, LLC | 0.11% | Reduce -4.8% | 2,007 | $204K |
| Balanced Rock Investment Advisors LLC | 0.16% | New | 2,004 | $203K |
| Sunflower Bank, N.A. | 0.06% | Reduce -49.0% | 2,004 | $203K |
| Northeast Investment Management | 0.01% | New | 2,004 | $203K |
| Strategy Asset Managers LLC | 0.04% | New | 2,002 | $203K |
| Unified Investment Management | 0.23% | — | 2,000 | $203K |
| Natural Investments, LLC | 0.06% | — | 2,004 | $203K |
| Wolverine Trading, LLC | 0.00% | Reduce -38.1% | 1,978 | $203K |
| NorthStar Asset Management LLC | 0.13% | New | 1,990 | $202K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 1,998 | $202K |
| Sugar Maple Asset Management, LLC | 0.15% | Reduce -13.5% | 1,986 | $202K |
| Quest 10 Wealth Builders, Inc. | 0.20% | — | 1,980 | $201K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -9.4% | 1,946 | $199K |
| Crews Bank & Trust | 0.03% | — | 1,940 | $197K |
| Zions Bancorporation, N.A. | 0.01% | No change | 1,894 | $192K |
| TCTC Holdings, LLC | 0.01% | No change | 1,832 | $186K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -4.3% | 1,820 | $185K |
| Bfsg, LLC | 0.02% | Reduce -10.3% | 1,814 | $184K |
| Strategic Investment Solutions, Inc. | 0.06% | No change | 1,805 | $183K |
| Covenant Partners, LLC | 0.05% | Reduce -31.7% | 1,733 | $176K |
| Loomis Sayles & Co. L P | 0.00% | Add +21200.0% | 1,704 | $173K |
| New Millennium Group LLC | 0.10% | Reduce -63.1% | 1,678 | $170K |
| Asset Dedication, LLC | 0.01% | Reduce -3.7% | 1,643 | $167K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 1,620 | $164K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +103.7% | 1,619 | $164K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,615 | $164K |
| Atlantic Private Wealth, LLC | 0.12% | Reduce -39.1% | 1,599 | $162K |
| Realta Investment Advisors | 0.07% | Add +14.7% | 1,565 | $162K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,585 | $161K |
| Element Wealth, LLC | 0.08% | Add +174.3% | 1,583 | $161K |
| Criterion Capital Advisors, LLC | 0.10% | No change | 1,726 | $160K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -4.8% | 1,555 | $159K |
| Hemington Wealth Management | 0.04% | Add +84.7% | 1,559 | $158K |
| Addison Advisors LLC | 0.04% | No change | 1,536 | $156K |
| First PREMIER Bank | 0.04% | No change | 1,530 | $155K |
| Bangor Savings Bank | 0.01% | No change | 1,509 | $153K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 1,448 | $147K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | Add +0.1% | 1,428 | $145K |
| Register Financial Advisors LLC | 0.07% | Add +2575.5% | 1,418 | $144K |
| Investors Research Corp | 0.03% | Add +49.6% | 1,399 | $142K |
| Private Capital Management LLC | 0.03% | Reduce -61.1% | 1,329 | $135K |
| Citadel Advisors | 0.00% | Reduce -93.7% | 1,328 | $135K |
| Cardinal Strategic Wealth Guidance | 0.04% | No change | 1,326 | $135K |
| Center for Financial Planning, Inc. | 0.02% | Add +61.9% | 1,318 | $134K |
| Red Tortoise LLC | 0.07% | No change | 1,316 | $134K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 1,308 | $133K |
| Insight Inv LLC | 0.09% | No change | 1,280 | $130K |
| Castleview Partners, LLC | 0.07% | Add +23.7% | 1,274 | $129K |
| West Branch Capital LLC | 0.04% | Add +0.2% | 1,247 | $127K |
| Lee Danner & Bass Inc. | 0.01% | New | 1,200 | $122K |
| Sugarloaf Wealth Management, LLC | 0.02% | Reduce -3.8% | 1,195 | $121K |
| FSA Wealth Management LLC | 0.05% | No change | 1,180 | $120K |
| Clearstead Trust, LLC | 0.03% | No change | 1,168 | $119K |
| Wolff Wiese Magana LLC | 0.08% | No change | 1,162 | $118K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 1,153 | $117K |
| Compass Wealth Management LLC | 0.03% | No change | 1,152 | $117K |
| Wood Tarver Financial Group, LLC | 0.04% | — | 1,100 | $111K |
| MPWM Advisory Solutions, LLC | 0.08% | — | 1,092 | $111K |
| Milestone Investment Advisors LLC | 0.03% | No change | 1,076 | $109K |
| Perritt Capital Management Inc | 0.06% | Add +0.1% | 1,061 | $108K |
| Tucker Asset Management LLC | 0.02% | Add +40.2% | 1,053 | $107K |
| Roxbury Financial LLC | 0.10% | — | 1,043 | $105K |
| Hoese & Co LLP | 0.09% | New | 1,032 | $105K |
| Atala Financial Inc | 0.07% | — | 1,024 | $104K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,007 | $102K |
| Financial Life Planners | 0.09% | — | 999 | $101K |
| JDM Financial Group LLC | 0.05% | Reduce -23.4% | 996 | $101K |
| Empowered Funds, LLC | 0.00% | New | 961 | $98K |
| Holos Integrated Wealth LLC | 0.07% | — | 957 | $97K |
| CoreFirst Bank & Trust | 0.06% | No change | 956 | $97K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 950 | $96K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +125.9% | 942 | $96K |
| Motco | 0.01% | No change | 920 | $93K |
| CarsonAllaria Wealth Management, Ltd. | 0.05% | Add +121.5% | 917 | $93K |
| Abound Wealth Management | 0.03% | Add +0.9% | 890 | $90K |
| Murphy & Mullick Capital Management Corp | 0.08% | — | 884 | $90K |
| SouthState Bank Corp | 0.01% | No change | 875 | $89K |
| Balentine LLC | 0.00% | No change | 874 | $89K |
| Aventura Private Wealth, LLC | 0.05% | — | 873 | $89K |
| Ballast Advisors LLC | 0.03% | No change | 864 | $88K |
| Graney & King, LLC | 0.06% | — | 844 | $86K |
| Armor Investment Advisors, LLC | 0.04% | No change | 838 | $85K |
| Ameriflex Group, Inc. | 0.04% | — | 806 | $84K |
| Rise Advisors, LLC | 0.04% | Add +0.1% | 818 | $83K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.2% | 811 | $82K |
| First Financial Corp. | 0.04% | New | 805 | $82K |
| TruNorth Capital Management, LLC | 0.02% | No change | 802 | $81K |
| Noble Wealth Management PBC | 0.06% | — | 800 | $81K |
| Pin Oak Investment Advisors Inc. | 0.07% | No change | 829 | $79K |
| Dogwood Wealth Management LLC | 0.04% | Reduce -98.2% | 763 | $77K |
| Frazier Financial Advisors, LLC | 0.06% | Add +0.1% | 756 | $77K |
| AlphaMark Advisors, LLC | 0.03% | No change | 728 | $74K |
| Archer Investment Corp | 0.02% | Add +6.8% | 726 | $74K |
| Nova Wealth Management, Inc. | 0.06% | — | 722 | $73K |
| Aspect Partners, LLC | 0.04% | No change | 720 | $73K |
| PFS Partners, LLC | 0.04% | Add +0.1% | 716 | $73K |
| Gleason Group, Inc. | 0.01% | Reduce -48.2% | 713 | $72K |
| IAG Wealth Partners, LLC | 0.01% | Add +56.0% | 710 | $72K |
| Denver PWM, LLC | 0.03% | No change | 703 | $71K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 691 | $70K |
| Copley Financial Group, Inc. | 0.05% | No change | 669 | $68K |
| Rice Partnership, LLC | 0.01% | No change | 668 | $68K |
| Ruedi Wealth Management, Inc. | 0.02% | No change | 643 | $65K |
| Lazard Asset Management LLC | 0.00% | No change | 640 | $64K |
| Capital Investment Counsel, Inc | 0.01% | No change | 612 | $62K |
| Measured Risk Portfolios, Inc. | 0.07% | — | 604 | $61K |
| Sawyer & Company, Inc | 0.02% | No change | 600 | $61K |
| Clear Harbor Asset Management, LLC | 0.00% | New | 592 | $60K |
| Wintrust Investments LLC | 0.05% | Reduce -8.9% | 585 | $59K |
| Chilton Capital Management LLC | 0.00% | Reduce -4.6% | 576 | $58K |
| Accredited Wealth Management, LLC | 0.05% | — | 567 | $58K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 550 | $56K |
| Independence Bank of Kentucky | 0.01% | No change | 550 | $56K |
| Adirondack Trust Co. | 0.02% | No change | 537 | $55K |
| Curio Wealth, LLC | 0.03% | — | 519 | $53K |
| Park Square Financial Group, LLC | 0.04% | — | 512 | $52K |
| True Wealth Design, LLC | 0.02% | Reduce -20.1% | 501 | $51K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -14.3% | 481 | $49K |
| Westside Investment Management, Inc. | 0.01% | No change | 480 | $49K |
| Kozak & Associates, Inc. | 0.01% | Add +0.2% | 470 | $49K |
| Avondale Wealth Management | 0.03% | Add +6.0% | 460 | $47K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 460 | $47K |
| POM Investment Strategies, LLC | 0.03% | Add +194.8% | 457 | $46K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 452 | $46K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 445 | $45K |
| PrairieView Partners, LLC | 0.00% | No change | 444 | $45K |
| New Age Alpha Advisors, LLC | 0.00% | New | 416 | $42K |
| Bellevue Asset Management, LLC | 0.02% | New | 409 | $42K |
| Atwood & Palmer Inc. | 0.00% | Reduce -10.4% | 396 | $40K |
| Hantz Financial Services, Inc. | 0.00% | New | 390 | $40K |
| Compass Financial Services Inc | 0.02% | — | 390 | $40K |
| Financial Connections Group, Inc. | 0.02% | No change | 380 | $38K |
| BankPlus Trust Department | 0.01% | — | 355 | $36K |
| HighMark Wealth Management LLC | 0.02% | Add +4.8% | 353 | $36K |
| WASHINGTON TRUST Co | 0.00% | Reduce -1.7% | 343 | $35K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 328 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -49.5% | 321 | $33K |
| GoalVest Advisory LLC | 0.01% | Reduce -43.8% | 308 | $31K |
| Copia Wealth Management | 0.03% | — | 300 | $30K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | — | 285 | $29K |
| Chesapeake Asset Management LLC | 0.03% | Reduce -32.7% | 276 | $28K |
| Mountain Hill Investment Partners Corp. | 0.03% | — | 273 | $28K |
| DecisionPoint Financial, LLC | 0.01% | No change | 265 | $27K |
| Founders Capital Management | 0.02% | No change | 250 | $25K |
| Crowley Wealth Management, Inc. | 0.02% | — | 240 | $24K |
| St Germain D J Co. Inc. | 0.00% | Add +88.1% | 237 | $24K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -29.8% | 236 | $24K |
| Centennial Bank | 0.01% | Reduce -51.6% | 234 | $24K |
| Morling Financial Advisors, LLC | 0.01% | No change | 234 | $24K |
| Davis Capital Management | 0.02% | Reduce -43.9% | 231 | $23K |
| McIlrath & Eck, LLC | 0.00% | Reduce -25.8% | 227 | $23K |
| NFSG Corp | 0.01% | New | 223 | $23K |
| Trifecta Capital Advisors, LLC | 0.00% | Reduce -58.4% | 222 | $23K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 220 | $22K |
| Synergy Asset Management, LLC | 0.00% | New | 214 | $21K |
| Basso Capital Management, L.P. | 0.02% | No change | 201 | $20K |
| Creative Capital Management Investments LLC | 0.01% | No change | 200 | $20K |
| Versant Capital Management, Inc | 0.00% | No change | 200 | $20K |
| Toth Financial Advisory Corp. | 0.00% | No change | 189 | $19K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -99.6% | 190 | $19K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 175 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -63.8% | 171 | $17K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 170 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | New | 165 | $17K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 149 | $16K |
| Creekmur Asset Management LLC | 0.00% | Add +0.7% | 155 | $16K |
| Brooklyn Investment Group | 0.00% | New | 154 | $16K |
| Pacifica Partners Inc. | 0.01% | Reduce -11.8% | 150 | $15K |
| Grand Wealth Management, LLC | 0.01% | No change | 149 | $15K |
| Field & Main Bank | 0.00% | No change | 128 | $13K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 121 | $12K |
| Nemes Rush Group LLC | 0.00% | Reduce -82.6% | 112 | $11K |
| Decker Retirement Planning Inc. | 0.01% | — | 112 | $11K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 100 | $10K |
| First United Bank & Trust | 0.00% | No change | 100 | $10K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 88 | $9K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | — | 87 | $9K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 82 | $8K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 81 | $8K |
| Caitlin John, LLC | 0.01% | No change | 77 | $8K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 76 | $8K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 71 | $7K |
| Minot DeBlois Advisors LLC | 0.01% | — | 65 | $7K |
| FPC Investment Advisory, Inc. | 0.00% | No change | 62 | $6K |
| Affinity Wealth LLC | 0.01% | — | 61 | $6K |
| Capital & Planning, LLC | 0.00% | — | 55 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 49 | $5K |
| Trust Co | 0.00% | New | 48 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 45 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 28 | $3K |
| Paladin Advisory Group, LLC | 0.00% | No change | 21 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 16 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +20.0% | 12 | $1K |
| Arcadia Investment Management Corp. | 0.00% | No change | 10 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 18 | $1K |
| Lanark Financial, Inc. | 0.02% | — | 2 | $225 |
| Country Trust Bank | 0.00% | No change | 1 | $102 |
"% 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.