iShares S&P 500 Growth ETFIVWETF
13F holders, Q1 2025 (March 31)1,837holders −38
85new positions
101sold out
7famous investors
$92.80avg. 13F price*
At the end of Q1 2025, 1,837 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, down 38 from Q4 2024. 85 opened new positions and 101 sold out. The largest holders were Envestnet Asset Management Inc. ($4.5B), JPMorgan Chase & Co. ($4.1B) and Morgan Stanley ($3.1B). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares S&P 500 Growth ETF
- CUSIP
- 464287309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $158.6M |
| Exits | 101 | $472.0M |
All 13F filers, Q4 2024 → Q1 2025: 18,194,044 shares bought and 16,646,025 shares sold, net +1,548,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,837 holders
| Envestnet Asset Management Inc. | 1.44% | Add +5.1% | 48,079,544 | $4.5B |
| JPMorgan Chase & Co. | 0.31% | Reduce -2.4% | 43,809,244 | $4.1B |
| Morgan Stanley | 0.22% | Add +0.9% | 32,940,255 | $3.1B |
| LPL Financial LLC | 0.68% | Add +5.5% | 18,929,345 | $1.8B |
| Bank of America Corp. | 0.16% | Add +1.5% | 18,826,571 | $1.7B |
| Wells Fargo & Company | 0.35% | Reduce -6.4% | 15,535,432 | $1.4B |
| UBS Group AG | 0.18% | Reduce -3.2% | 8,949,144 | $830.7M |
| Ameriprise Financial Inc. | 0.20% | Reduce -0.3% | 7,952,160 | $738.2M |
| Stifel Financial Corp. | 0.70% | Add +1.6% | 7,086,331 | $657.8M |
| Goldman Sachs Group Inc. | 0.12% | Add +4.4% | 6,639,595 | $616.4M |
| PNC Financial Services Group, Inc. | 0.27% | Add +0.3% | 5,491,788 | $509.8M |
| Cwm, LLC | 1.99% | Reduce -0.1% | 5,374,210 | $498.9M |
| BlackRock, Inc. | 0.01% | Add +5.5% | 4,892,881 | $454.2M |
| M&T Bank Corp | 1.53% | Reduce -2.6% | 4,509,559 | $418.6M |
| Jones Financial Companies LLLP | 0.37% | Reduce -23.6% | 4,497,096 | $416.2M |
| Envestnet Portfolio Solutions, Inc. | 1.59% | Reduce -23.6% | 4,474,738 | $415.4M |
| Raymond James Financial Inc. | 0.15% | Reduce -3.5% | 4,344,305 | $403.3M |
| Park Avenue Securities LLC | 4.50% | Add +3.3% | 3,942,984 | $366.0M |
| Mariner, LLC | 0.57% | Reduce -0.2% | 3,662,628 | $340.0M |
| Commonwealth Equity Services, LLC | 0.46% | Add +4.3% | 3,533,251 | $328.0M |
| Cetera Investment Advisers | 0.62% | Add +7.9% | 3,465,787 | $321.7M |
| MML Investors Services, LLC | 1.03% | Add +9.3% | 3,320,053 | $308.2M |
| Lido Advisors, LLC | 1.78% | Add +2.7% | 3,212,816 | $298.2M |
| Royal Bank of Canada | 0.07% | Reduce -8.1% | 3,198,273 | $297.0M |
| Regions Financial Corp. | 1.92% | Reduce -1.5% | 2,778,850 | $258.0M |
| HB Wealth Management, LLC | 1.94% | Reduce -0.2% | 2,479,175 | $230.1M |
| Janney Montgomery Scott LLC | 0.63% | Add +3.1% | 2,377,360 | $220.7M |
| FMR LLC | 0.01% | Reduce -0.3% | 2,124,031 | $197.2M |
| NewEdge Advisors, LLC | 1.11% | Add +8.0% | 2,006,853 | $186.3M |
| Osaic Holdings, Inc. | 0.41% | Reduce -1.0% | 1,982,948 | $184.1M |
| Sofi Wealth, LLC | 12.96% | Add +4023.6% | 1,857,008 | $172.4M |
| HighTower Advisors, LLC | 0.22% | Reduce -3.0% | 1,778,980 | $165.1M |
| Bank of New York Mellon Corp | 0.03% | Add +6.4% | 1,724,958 | $160.1M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +0.3% | 1,659,880 | $154.1M |
| Foundations Investment Advisors, LLC | 2.77% | Add +11.9% | 1,616,055 | $150.0M |
| US Bancorp \de | 0.20% | Reduce -3.4% | 1,602,454 | $148.8M |
| Sanctuary Advisors, LLC | 0.96% | Add +3.3% | 1,468,024 | $136.3M |
| Thrivent Financial for Lutherans | 0.30% | Add +3.7% | 1,368,850 | $134.1M |
| USA Financial Formulas | 20.17% | Add +59.1% | 1,315,807 | $122.1M |
| JB Capital LLC | 6.64% | Add +3.9% | 1,298,034 | $120.5M |
| Moneta Group Investment Advisors LLC | 1.60% | Add +5.5% | 1,249,362 | $116.0M |
| Truist Financial Corp. | 0.18% | Add +3.2% | 1,229,043 | $114.1M |
| United Capital Financial Advisors, LLC | 0.98% | Reduce -3.3% | 1,228,174 | $114.0M |
| Cambridge Investment Research Advisors, Inc. | 0.37% | Add +14.9% | 1,177,743 | $109.3M |
| Pinkerton Wealth, LLC | 13.68% | Add +192.5% | 1,135,349 | $105.4M |
| Midland Wealth Advisors, LLC | 6.18% | Reduce -2.3% | 1,130,790 | $105.0M |
| Modern Wealth Management, LLC | 3.28% | Add +26.1% | 1,105,387 | $102.6M |
| Rehmann Capital Advisory Group | 6.33% | Add +0.5% | 1,082,461 | $100.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.87% | Reduce -20.4% | 1,081,372 | $100.4M |
| Calamos Wealth Management LLC | 5.05% | Add +2.9% | 1,075,698 | $99.9M |
| MAI Capital Management | 0.74% | Reduce -12.6% | 1,052,213 | $97.7M |
| Courier Capital LLC | 6.24% | Reduce -0.1% | 1,027,464 | $95.4M |
| Avantax Advisory Services, Inc. | 0.56% | Add +9.4% | 986,934 | $91.6M |
| Comerica Bank | 0.38% | Reduce -0.4% | 984,972 | $91.4M |
| Focus Partners Wealth | 0.22% | Add +0.8% | 927,442 | $86.1M |
| Baird Financial Group, Inc. | 0.16% | Reduce -0.8% | 907,341 | $84.2M |
| LVZ, Inc. | 10.30% | Reduce -10.7% | 845,630 | $78.5M |
| Ascent Group, LLC | 3.21% | Add +341.6% | 806,123 | $74.8M |
| Advocacy Wealth Management, LLC | 5.09% | Add +11.9% | 805,022 | $74.7M |
| Keybank National Association | 0.28% | Reduce -3.4% | 757,854 | $70.4M |
| Praetorian Wealth Management, Inc. | 16.91% | Add +0.3% | 747,180 | $69.4M |
| Fifth Third Bancorp | 0.26% | Reduce -4.2% | 738,402 | $68.5M |
| Northern Trust Corp. | 0.01% | Add +0.3% | 734,740 | $68.2M |
| Modera Wealth Management, LLC | 0.92% | Reduce -2.7% | 733,688 | $68.1M |
| AE Wealth Management LLC | 0.57% | Reduce -3.8% | 729,467 | $67.7M |
| Atria Wealth Solutions, Inc. | 0.80% | Add +1.2% | 718,261 | $66.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 4.28% | New | 710,000 | $65.9M |
| Salomon & Ludwin, LLC | 6.81% | Reduce -2.8% | 687,847 | $63.9M |
| Two Sigma Investments, LP | 0.14% | Reduce -36.8% | 686,231 | $63.7M |
| Valmark Advisers, Inc. | 0.95% | Reduce -2.1% | 680,388 | $63.2M |
| Private Advisor Group, LLC | 0.37% | Add +13.6% | 664,252 | $61.7M |
| Creative Planning | 0.06% | Add +14.3% | 658,567 | $61.1M |
| Rockefeller Capital Management L.P. | 0.15% | Add +7.4% | 650,854 | $60.4M |
| Stegner Investment Associates Inc. | 41.36% | Add +1.0% | 637,250 | $59.2M |
| Kestra Advisory Services, LLC | 0.29% | Reduce -3.6% | 634,418 | $58.9M |
| Austin Private Wealth, LLC | 5.22% | Add +7.5% | 626,025 | $58.1M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +1.7% | 606,701 | $56.3M |
| SilverOak Wealth Management LLC | 11.67% | Add +0.6% | 581,149 | $53.9M |
| NorthCoast Asset Management LLC | 0.27% | Add +1.5% | 581,067 | $53.9M |
| Bank of Montreal | 0.03% | Reduce -3.3% | 578,215 | $53.7M |
| SCS Capital Management LLC | 0.68% | Add +1.1% | 572,153 | $53.1M |
| West Wealth Group, LLC | 15.00% | Add +1.5% | 542,892 | $50.8M |
| Allworth Financial LP | 0.28% | Reduce -1.4% | 543,298 | $50.4M |
| Steward Partners Investment Advisory, LLC | 0.43% | Add +6.0% | 529,449 | $49.1M |
| Integrated Wealth Concepts LLC | 0.57% | Reduce -8.4% | 525,426 | $48.8M |
| North Star Investment Management Corp. | 3.54% | Add +0.1% | 522,677 | $48.5M |
| Wealthspire Advisors, LLC | 0.28% | Add +184.3% | 513,282 | $47.6M |
| Corient Private Wealth LP | 0.08% | Add +89.4% | 509,834 | $47.3M |
| Probity Advisors, Inc. | 8.93% | Add +0.3% | 501,058 | $46.5M |
| OneDigital Investment Advisors LLC | 0.54% | Reduce -10.6% | 494,233 | $45.9M |
| CreativeOne Wealth, LLC | 1.36% | Reduce -6.9% | 490,839 | $45.6M |
| Choreo, LLC | 0.69% | Reduce -3.6% | 478,525 | $44.4M |
| Atria Investments, Inc | 0.55% | Add +4.2% | 463,565 | $43.0M |
| Captrust Financial Advisors | 0.11% | Add +1.6% | 460,349 | $42.7M |
| Parallel Advisors, LLC | 0.95% | Reduce -0.2% | 450,352 | $41.8M |
| 1834 Investment Advisors Co. | 5.28% | Reduce -2.7% | 440,540 | $40.9M |
| Icon Wealth Advisors, LLC | 3.24% | Add +9.3% | 423,915 | $39.4M |
| Sigma Planning Corp | 1.23% | Reduce -11.4% | 416,632 | $38.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.9% | 416,496 | $38.7M |
| Waverly Advisors, LLC | 0.46% | Add +10.6% | 407,890 | $37.9M |
| Mercer Global Advisors Inc. | 0.09% | Add +11.4% | 400,042 | $37.1M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +1083.4% | 397,932 | $36.9M |
| Connecticut Wealth Management, LLC | 1.92% | Reduce -6.8% | 395,037 | $36.7M |
| Financial Life Advisors | 13.61% | Add +0.1% | 393,379 | $36.5M |
| Encompass Wealth Advisors, LLC | 14.12% | Add +1.7% | 373,809 | $34.7M |
| Farther Finance Advisors, LLC | 0.88% | Add +33.0% | 368,731 | $34.5M |
| Integrity Alliance, Llc. | 1.36% | Add +58.7% | 368,984 | $34.3M |
| Principal Securities, Inc. | 0.77% | Add +0.1% | 336,715 | $34.2M |
| World Investment Advisors | 0.88% | Reduce -38.1% | 363,967 | $33.8M |
| Clear Creek Financial Management, LLC | 3.48% | Add +28.4% | 362,022 | $33.6M |
| Clearstead Advisors, LLC | 0.52% | Reduce -0.3% | 360,180 | $33.4M |
| Foundation Wealth Management, LLC | 26.12% | Reduce -1.3% | 359,205 | $33.3M |
| Lee Financial Co | 5.07% | Add +3.2% | 357,201 | $33.2M |
| Calydon Capital | 6.07% | Add +0.9% | 351,358 | $32.6M |
| Bokf, NA | 0.57% | Reduce -6.8% | 347,346 | $32.2M |
| Citigroup Inc. | 0.02% | Add +6.4% | 346,998 | $32.2M |
| Busey Bank | 1.08% | Reduce -1.7% | 345,298 | $32.1M |
| Ewa, LLC | 11.91% | Add +4.2% | 345,221 | $32.0M |
| Townsquare Capital LLC | 0.34% | Add +93.1% | 343,167 | $31.9M |
| Greenleaf Trust | 0.29% | Reduce -4.1% | 338,943 | $31.5M |
| LMG Wealth Partners, LLC | 7.00% | Reduce -0.9% | 338,443 | $31.4M |
| BOK Financial Private Wealth, Inc. | 2.34% | Reduce -3.4% | 335,382 | $31.1M |
| Pathstone Holdings, LLC | 0.13% | Reduce -0.6% | 330,339 | $30.7M |
| MA Private Wealth | 5.74% | Add +1.4% | 328,518 | $30.5M |
| Sharkey, Howes & Javer | 4.33% | Add +21.9% | 326,401 | $30.3M |
| Cerity Partners LLC | 0.06% | Reduce -3.1% | 322,954 | $30.0M |
| SteelPeak Wealth, LLC | 1.26% | Add +6.5% | 319,665 | $29.7M |
| MV Capital Management, Inc. | 3.14% | Reduce -7.9% | 315,234 | $29.3M |
| Stone House Investment Management, LLC | 5.93% | Add +20.6% | 315,156 | $29.3M |
| Amarillo National Bank | 5.69% | Reduce -3.0% | 315,050 | $29.2M |
| Sterling Investment Counsel, LLC | 9.41% | Add +74.3% | 296,330 | $27.5M |
| Transform Wealth, LLC | 1.64% | Add +39.7% | 291,475 | $27.1M |
| Stokes Family Office, LLC | 3.03% | Reduce -5.7% | 290,340 | $27.0M |
| Pettinga Financial Advisors LLC | 6.34% | Add +0.9% | 290,330 | $27.0M |
| High Falls Advisors, Inc | 6.30% | Add +0.8% | 289,135 | $26.8M |
| Horst & Graben Wealth Management LLC | 4.81% | Add +1.8% | 288,914 | $26.8M |
| Stratos Wealth Partners, LTD. | 0.41% | Reduce -1.1% | 288,282 | $26.8M |
| First Hawaiian Bank | 3.83% | Reduce -6.1% | 282,691 | $26.2M |
| Wilmington Savings Fund Society, FSB | 0.49% | Reduce -0.8% | 281,113 | $26.1M |
| Beacon Pointe Advisors, LLC | 0.29% | Add +4.0% | 279,488 | $25.9M |
| First Horizon Advisors, Inc. | 0.73% | Add +7.3% | 279,409 | $25.9M |
| Silicon Valley Capital Partners | 3.34% | Reduce -0.7% | 276,358 | $25.6M |
| Financial Engines Advisors L.L.C. | 0.05% | Reduce -9.6% | 275,010 | $25.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.61% | Reduce -6.0% | 274,456 | $25.5M |
| Powell Investment Advisors, LLC | 12.37% | Add +4.0% | 271,328 | $25.2M |
| First Merchants Corp. | 1.00% | Reduce -8.6% | 269,275 | $25.0M |
| Arkadios Wealth Advisors | 0.94% | Add +253.4% | 267,656 | $24.8M |
| Orion Porfolio Solutions, LLC | 0.24% | Reduce -2.1% | 264,132 | $24.5M |
| Orion Portfolio Solutions, LLC | 0.24% | Reduce -2.1% | 264,132 | $24.5M |
| Security Financial Services, INC. | 4.86% | Add +2.2% | 263,715 | $24.5M |
| Blue Edge Capital, LLC | 3.93% | Add +5.4% | 263,432 | $24.5M |
| Cahill Financial Advisors Inc. | 3.31% | Reduce -0.5% | 262,034 | $24.3M |
| Ameritas Investment Partners, Inc. | 0.84% | Reduce -0.4% | 261,829 | $24.3M |
| Ieq Capital, LLC | 0.19% | Add +71.6% | 261,313 | $24.3M |
| ShoreHaven Wealth Partners, LLC | 11.55% | Add +7.7% | 259,781 | $24.1M |
| Three Seasons Wealth, LLC | 11.89% | Add +3909.6% | 258,582 | $24.0M |
| TD Private Client Wealth LLC | 0.66% | Reduce -19.9% | 257,609 | $23.9M |
| Advisory Services Network, LLC | 0.45% | Add +1.2% | 254,495 | $23.6M |
| Sequoia Financial Advisors, LLC | 0.18% | Add +43.5% | 250,312 | $23.2M |
| Droms Strauss Advisors Inc. /Mo/ | 7.94% | Add +0.4% | 249,274 | $23.1M |
| Gladstone Institutional Advisory LLC | 1.07% | Add +3.0% | 248,295 | $23.0M |
| Saiph Capital, LLC | 10.94% | Reduce -4.6% | 246,723 | $22.9M |
| Liberty Wealth Management LLC | 4.33% | Add +5.4% | 243,834 | $22.6M |
| Kwmg, LLC | 2.29% | Reduce -2.6% | 242,368 | $22.5M |
| Csenge Advisory Group | 1.27% | Reduce -1.6% | 253,869 | $22.5M |
| StoneX Group Inc. | 1.23% | Add +1.3% | 241,418 | $22.4M |
| Norden Group LLC | 2.57% | Add +214.2% | 240,817 | $22.4M |
| Detalus Advisors, LLC | 6.99% | Add +0.0% | 239,917 | $22.3M |
| Apollon Wealth Management, LLC | 0.49% | Add +58.3% | 239,673 | $22.2M |
| McMorgan & Co. LLC | 3.55% | Add +0.8% | 238,867 | $22.2M |
| J.W. Cole Advisors, Inc. | 0.69% | Reduce -3.7% | 238,202 | $22.1M |
| Camarda Financial Advisors, LLC | 9.96% | Add +74.8% | 237,905 | $22.1M |
| One Wealth Advisors, LLC | 3.29% | Reduce -0.1% | 237,552 | $22.1M |
| SPC Financial, Inc. | 1.91% | Reduce -1.4% | 233,641 | $21.7M |
| Graypoint LLC | 1.34% | Reduce -5.8% | 231,288 | $21.5M |
| Per Stirling Capital Management, LLC. | 3.05% | Reduce -31.2% | 228,379 | $21.2M |
| Physician Wealth Advisors, Inc. | 3.60% | Add +5.3% | 225,523 | $20.9M |
| Kestra Private Wealth Services, LLC | 0.35% | Add +30.0% | 224,895 | $20.9M |
| Western Wealth Management, LLC | 1.38% | Reduce -6.9% | 224,622 | $20.9M |
| Equitable Holdings, Inc. | 0.20% | Add +40.0% | 224,328 | $20.8M |
| Dynasty Wealth Management, LLC | 0.34% | Add +27.3% | 223,034 | $20.7M |
| Merit Financial Group, LLC | 0.31% | Reduce -20.5% | 222,594 | $20.7M |
| Avior Wealth Management, LLC | 0.77% | Reduce -0.4% | 219,832 | $20.4M |
| Blue Trust, Inc. | 0.26% | Reduce -0.2% | 219,371 | $20.4M |
| B. Riley Wealth Advisors, Inc. | 0.62% | Add +51.6% | 218,927 | $20.3M |
| Financial Advocates Investment Management | 1.40% | Add +26.9% | 214,830 | $19.9M |
| Composition Wealth, LLC | 0.40% | Add +1.5% | 214,153 | $19.9M |
| &partners | 0.21% | Reduce -5.8% | 214,528 | $19.8M |
| Smith Anglin Financial, LLC | 2.08% | Reduce -13.3% | 211,180 | $19.6M |
| Keystone Financial Services | 7.46% | Add +2.1% | 210,987 | $19.6M |
| Brookstone Capital Management | 0.28% | Add +3.5% | 210,340 | $19.5M |
| GHP Investment Advisors, Inc. | 0.93% | Reduce -1.8% | 209,294 | $19.4M |
| Spire Wealth Management | 0.61% | Add +1.0% | 205,988 | $19.1M |
| ADG Wealth Management Group, LLC | 18.02% | Reduce -1.3% | 205,905 | $19.1M |
| Sharp Wealth Advisory, LLC | 14.53% | Add +273.1% | 204,495 | $19.0M |
| Yeomans Consulting Group, Inc. | 7.34% | New | 204,453 | $19.0M |
| Kelly Financial Services LLC | 6.47% | Add +3.6% | 200,448 | $18.6M |
| Guidance Point Advisors, LLC | 5.45% | Add +0.8% | 198,665 | $18.4M |
| Capital Analysts, LLC | 0.69% | Add +5.9% | 198,512 | $18.4M |
| Sei Investments Co. | 0.02% | Reduce -4.9% | 197,356 | $18.3M |
| Scissortail Wealth Management, LLC | 4.67% | Reduce -1.9% | 195,807 | $18.2M |
| CFS Investment Advisory Services, LLC | 1.62% | Add +3.9% | 195,712 | $18.2M |
| PAX Financial Group, LLC | 3.21% | Add +5.7% | 194,961 | $18.1M |
| UMB Bank, n.a. | 0.30% | Reduce -2.9% | 193,957 | $18.0M |
| Sagespring Wealth Partners, LLC | 0.45% | Add +38.5% | 193,434 | $18.0M |
| Wealth Alliance, LLC | 2.17% | Reduce -16.7% | 193,221 | $17.9M |
| Cullen/Frost Bankers, Inc. | 0.25% | Reduce -1.6% | 189,965 | $17.6M |
| Focus Financial Network, Inc. | 0.72% | Add +11.6% | 188,525 | $17.5M |
| Ifrah Financial Services, Inc. | 4.93% | Reduce -5.1% | 184,684 | $17.1M |
| Trek Financial, LLC | 1.24% | Add +23.3% | 184,530 | $17.1M |
| Triad Wealth Partners, LLC | 5.31% | Add +18.9% | 184,005 | $17.1M |
| Adaptive Financial Consulting, LLC | 7.30% | Reduce -5.4% | 183,688 | $17.1M |
| Cypress Wealth Services, LLC | 3.43% | Add +5.9% | 182,008 | $16.9M |
| FAS Wealth Partners, Inc. | 1.37% | Reduce -3.8% | 181,191 | $16.8M |
| Cresset Asset Management, LLC | 0.08% | Reduce -6.3% | 180,330 | $16.7M |
| VestGen Advisors, LLC | 0.76% | — | 179,266 | $16.6M |
| Sunbelt Securities, Inc. | 1.48% | Reduce -1.4% | 178,389 | $16.6M |
| Callan Family Office, LLC | 1.24% | Add +2.9% | 177,564 | $16.5M |
| Citizens Financial Group Inc. | 0.32% | Reduce -11.2% | 176,664 | $16.4M |
| ONE Advisory Partners, LLC | 6.94% | Add +3.7% | 175,142 | $16.3M |
| BNP Paribas Financial Markets | 0.01% | Add +94.9% | 174,486 | $16.2M |
| First Heartland Consultants, Inc. | 1.67% | Add +6.0% | 174,349 | $16.2M |
| M1 Capital Management LLC | 10.00% | Reduce -9.9% | 172,338 | $16.0M |
| Ameritas Advisory Services, LLC | 0.65% | Reduce -10.3% | 164,467 | $16.0M |
| Gallagher Capital Advisors, LLC | 12.13% | Reduce -1.4% | 171,514 | $15.9M |
| Ironwood Financial, llc | 3.40% | Add +0.3% | 170,984 | $15.9M |
| Independent Solutions Wealth Management, LLC | 3.54% | Add +2.7% | 170,208 | $15.8M |
| Silvercrest Asset Management Group LLC | 0.11% | Reduce -0.2% | 169,741 | $15.8M |
| McNaughton Wealth Management, LLC | 7.46% | Add +732.3% | 165,669 | $15.4M |
| MJT & Associates Financial Advisory Group, Inc. | 14.77% | — | 165,659 | $15.4M |
| Avantax Planning Partners, Inc. | 0.54% | Add +23.4% | 165,007 | $15.3M |
| Meridian Wealth Partners, LLC | 2.44% | Reduce -1.9% | 164,919 | $15.3M |
| Snowden Capital Advisors LLC | 0.49% | Add +2.2% | 164,742 | $15.3M |
| Prosperity Consulting Group, LLC | 1.18% | Reduce -2.3% | 164,617 | $15.3M |
| Laird Norton Wetherby Trust Company, LLC | 2.46% | No change | 164,492 | $15.3M |
| Rodgers & Associates, LTD | 1.86% | Reduce -3.0% | 164,395 | $15.3M |
| Mesirow Financial Investment Management, Inc. | 0.29% | Reduce -0.7% | 163,931 | $15.2M |
| HSBC Holdings PLC | 0.01% | Reduce -55.7% | 163,837 | $15.2M |
| WealthShield Partners, LLC | 1.92% | Add +3.9% | 160,209 | $14.9M |
| Concurrent Investment Advisors, LLC | 0.36% | Reduce -47.9% | 159,856 | $14.8M |
| Kilter Group LLC | 9.69% | Add +4.3% | 159,753 | $14.8M |
| Legacy Financial Group LLC | 2.27% | Add +0.5% | 158,647 | $14.7M |
| DT Investment Partners, LLC | 1.40% | No change | 155,923 | $14.5M |
| Johnson Investment Counsel Inc. | 0.14% | Add +14.5% | 155,588 | $14.4M |
| Capital Advisors, Ltd. LLC | 1.90% | Add +0.4% | 155,130 | $14.4M |
| Acropolis Investment Management, LLC | 0.85% | Reduce -0.3% | 154,860 | $14.4M |
| Sterling Financial Planning, Inc. | 5.20% | Add +0.7% | 154,375 | $14.3M |
| Trust Point Inc. | 1.29% | Reduce -0.6% | 151,850 | $14.1M |
| JFS Wealth Advisors, LLC | 0.95% | Reduce -5.9% | 151,593 | $14.1M |
| Keebeck Wealth Management | 2.07% | Add +16.9% | 151,255 | $14.0M |
| Rothschild Wealth LLC | 3.90% | Add +9.5% | 149,882 | $13.9M |
| Natixis Advisors, LLC | 0.03% | Add +8.1% | 149,778 | $13.9M |
| TSA Wealth Managment LLC | 5.51% | Add +2.7% | 149,343 | $13.9M |
| Carbahal Olsen Financial Services Group, LLC | 13.14% | Reduce -1.1% | 149,076 | $13.8M |
| TCP Asset Management, LLC | 3.04% | Add +2.3% | 146,509 | $13.6M |
| Blair William & Co. | 0.04% | Add +1.2% | 146,033 | $13.6M |
| Scarborough Advisors, LLC | 1.93% | Add +1.6% | 145,734 | $13.5M |
| Instrumental Wealth, LLC | 12.22% | Add +2.9% | 143,358 | $13.5M |
| Carl P. Sherr & Co., LLC | 7.30% | Reduce -0.6% | 143,694 | $13.3M |
| Robertson Stephens Wealth Management, LLC | 0.50% | Reduce -20.9% | 142,818 | $13.3M |
| Fifth Third Securities, Inc. | 1.11% | Add +9.0% | 142,108 | $13.2M |
| Invst, LLC | 1.80% | Reduce -40.6% | 141,699 | $13.2M |
| Albion Financial Group | 0.93% | Add +1832.2% | 141,047 | $13.1M |
| Ashton Thomas Private Wealth, LLC | 0.50% | Reduce -17.3% | 139,647 | $13.0M |
| Regal Investment Advisors LLC | 1.05% | Add +4.4% | 139,313 | $12.9M |
| Vestmark Advisory Solutions, Inc. | 0.33% | New | 137,985 | $12.8M |
| CoreCap Advisors, LLC | 0.56% | Add +7.2% | 137,321 | $12.7M |
| LBMC Investment Advisors, LLC | 0.97% | Reduce -5.8% | 133,175 | $12.4M |
| Mutual Advisors, LLC | 0.35% | Reduce -8.5% | 129,438 | $12.2M |
| Assetmark, Inc. | 0.03% | Add +8.2% | 131,203 | $12.2M |
| Centaurus Financial, Inc. | 0.74% | Add +55.8% | 130,787 | $12.1M |
| Great Valley Advisor Group, Inc. | 0.26% | Add +5.6% | 130,724 | $12.1M |
| Peapack Gladstone Financial Corp. | 0.18% | Reduce -5.1% | 130,683 | $12.1M |
| Arvest Bank Trust Division | 0.76% | Reduce -77.7% | 129,674 | $12.0M |
| Bay Harbor Wealth Management, LLC | 3.80% | Add +9.8% | 129,496 | $12.0M |
| Perkins Coie Trust Co | 2.72% | Reduce -3.8% | 129,037 | $12.0M |
| Swmg, LLC | 4.73% | Reduce -0.2% | 126,804 | $11.9M |
| Watts Gwilliam & Co., LLC | 2.57% | Add +6.9% | 127,678 | $11.9M |
| Barrett & Company, Inc. | 5.09% | Add +0.9% | 127,402 | $11.8M |
| Argent Trust Co | 0.48% | Add +0.7% | 125,902 | $11.7M |
| W Advisors, LLC | 7.23% | Add +0.2% | 124,476 | $11.6M |
| Centerpoint Advisors, LLC | 4.26% | Reduce -0.6% | 124,203 | $11.5M |
| Savant Capital, LLC | 0.10% | Add +0.9% | 124,157 | $11.5M |
| Alliancebernstein L.P. | 0.00% | Add +4.5% | 122,570 | $11.4M |
| Strategic Equity Management | 4.77% | Add +5.7% | 122,221 | $11.3M |
| Koss-Olinger Consulting, LLC | 0.96% | Add +0.9% | 122,217 | $11.3M |
| Nicolet Bankshares Inc. | 2.27% | Reduce -0.3% | 121,671 | $11.3M |
| Commonwealth Financial Services, LLC | 2.31% | Reduce -5.3% | 121,418 | $11.3M |
| United Bank | 1.40% | Add +3.1% | 118,802 | $11.0M |
| Willis Johnson & Associates, Inc. | 0.83% | Reduce -3.9% | 118,795 | $11.0M |
| Ehrlich Financial Group | 8.01% | Reduce -6.9% | 118,441 | $11.0M |
| Founders Grove Wealth Partners, LLC | 3.05% | Add +7.6% | 118,064 | $11.0M |
| CX Institutional | 0.41% | Add +4.3% | 117,599 | $10.9M |
| Mayflower Financial Advisors, LLC | 1.65% | Add +2.8% | 117,079 | $10.9M |
| Farmers & Merchants Investments Inc. | 0.34% | Reduce -0.3% | 116,810 | $10.8M |
| Ascent Capital Management, LLC | 10.85% | Add +2.3% | 116,096 | $10.8M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -0.6% | 115,584 | $10.7M |
| Midwest Financial Group LLC | 6.20% | Add +3.4% | 114,955 | $10.7M |
| Patton Albertson Miller Group, LLC | 1.58% | Add +8.4% | 114,896 | $10.7M |
| WCG Wealth Advisors LLC | 0.81% | Reduce -4.4% | 114,142 | $10.6M |
| Integrated Advisors Network LLC | 0.53% | Add +196.1% | 113,420 | $10.5M |
| Maia Wealth LLC | 2.38% | Reduce -3.6% | 115,393 | $10.5M |
| Forthright Family Wealth Advisory LLC | 6.88% | Add +2.2% | 112,208 | $10.4M |
| Blue Zone Wealth Advisors, LLC | 2.87% | Add +0.8% | 111,155 | $10.3M |
| Brown Advisory Inc. | 0.01% | Add +4.3% | 110,474 | $10.3M |
| Traynor Capital Management, Inc. | 0.85% | Reduce -2.5% | 108,402 | $10.1M |
| Level Four Advisory Services, LLC | 0.41% | Reduce -3.4% | 107,918 | $10.0M |
| YHB Investment Advisors, Inc. | 0.84% | Add +0.1% | 107,910 | $10.0M |
| Prime Capital Investment Advisors, LLC | 0.12% | Reduce -0.9% | 107,905 | $10.0M |
| Lee, Kelleher & Klein Wealth Management | 7.37% | Reduce -0.3% | 107,841 | $10.0M |
| Vertex Planning Partners, LLC | 2.18% | Add +3.2% | 107,635 | $10.0M |
| Pacific Financial Group Inc. | 8.06% | Reduce -2.0% | 107,520 | $10.0M |
| Avid Wealth Partners LLC | 6.74% | Reduce -5.9% | 107,028 | $9.9M |
| Lansing Street Advisors | 3.30% | Add +20.1% | 106,125 | $9.9M |
| Broadview Financial Management, LLC | 7.31% | Reduce -0.4% | 105,502 | $9.8M |
| Financial Advisors Network, Inc. | 1.62% | Reduce -1.7% | 105,267 | $9.8M |
| Perigon Wealth Management, LLC | 0.25% | Reduce -0.6% | 104,359 | $9.7M |
| Harbour Investments, Inc. | 0.27% | Reduce -12.8% | 103,432 | $9.6M |
| Sterling Group Wealth Management, LLC | 5.14% | Add +2.0% | 103,147 | $9.6M |
| Signature Wealth Management Partners, LLC | 6.25% | Add +5.4% | 102,813 | $9.5M |
| Sovran Advisors, LLC | 1.24% | Add +6.7% | 107,698 | $9.5M |
| Howard Capital Management, LLC | 0.24% | Reduce -3.6% | 102,230 | $9.5M |
| First Financial Bank - Trust Division | 0.90% | Reduce -2.6% | 100,437 | $9.3M |
| Peoples Bank | 6.06% | Add +1.9% | 99,509 | $9.2M |
| EPG Wealth Management LLC | 2.55% | Add +0.5% | 98,606 | $9.2M |
| Hancock Whitney Corp. | 0.30% | Reduce -5.8% | 98,528 | $9.1M |
| BKM Wealth Management, LLC | 3.76% | Reduce -3.2% | 98,359 | $9.1M |
| Horizon Family Wealth, Inc. | 6.06% | Add +2.4% | 97,869 | $9.1M |
| Simon Quick Advisors, LLC | 0.51% | Add +0.6% | 95,749 | $8.9M |
| Tiaa Trust, National Association | 0.03% | Reduce -0.7% | 95,366 | $8.9M |
| Hobbs Wealth Management, LLC | 9.76% | Add +4.0% | 94,720 | $8.8M |
| SigFig Wealth Management, LLC | 0.32% | Add +0.3% | 94,480 | $8.7M |
| United Services Automobile Association | 0.27% | Add +100.0% | 94,332 | $8.7M |
| KMG Fiduciary Partners, LLC | 0.73% | Add +9.7% | 94,099 | $8.7M |
| Geneos Wealth Management Inc. | 0.29% | Add +0.7% | 93,356 | $8.7M |
| Pinnacle Financial Partners Inc | 0.17% | Add +22.6% | 92,389 | $8.6M |
| Financial Perspectives, Inc | 2.94% | Reduce -0.8% | 92,656 | $8.6M |
| Coldstream Capital Management Inc. | 0.18% | Reduce -0.9% | 91,867 | $8.5M |
| Susquehanna International Group, LLP | 0.01% | New | 90,950 | $8.4M |
| Franklin Resources Inc. | 0.00% | Add +7.4% | 90,055 | $8.4M |
| Ascension Capital Advisors, Inc. | 3.80% | Reduce -0.3% | 89,588 | $8.3M |
| Spectrum Planning & Advisory Services Inc. | 6.92% | Add +6.0% | 89,509 | $8.3M |
| Evergreen Capital Management LLC | 0.28% | Reduce -34.9% | 88,834 | $8.2M |
| Associated Banc-Corp | 0.25% | Reduce -1.1% | 88,298 | $8.2M |
| Spectrum Wealth Counsel, LLC | 0.97% | Add +1.3% | 87,279 | $8.1M |
| Jane Street Group, LLC | 0.01% | Add +340.5% | 86,444 | $8.0M |
| Twin Focus Capital Partners, LLC | 1.25% | Reduce -34.3% | 86,398 | $8.0M |
| Wellspring Financial Advisors, LLC | 0.89% | Reduce -9.0% | 86,319 | $8.0M |
| Element Pointe Advisors, LLC | 1.93% | No change | 85,692 | $8.0M |
| True Vision MN LLC | 4.75% | Add +0.1% | 85,536 | $7.9M |
| FineMark National Bank & Trust | 0.29% | Add +0.6% | 85,130 | $7.9M |
| Ancora Advisors LLC | 0.18% | Add +12.4% | 84,492 | $7.8M |
| North Berkeley Wealth Management, LLC | 8.13% | Add +3.6% | 84,077 | $7.8M |
| Novare Capital Management LLC | 0.68% | Add +28.3% | 83,471 | $7.7M |
| Win Advisors, Inc. | 3.91% | Reduce -3.0% | 81,913 | $7.6M |
| Wescott Financial Advisory Group, LLC | 0.79% | Add +4.1% | 81,787 | $7.6M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -3.7% | 91,317 | $7.6M |
| Alpine Bank Wealth Management | 1.20% | — | 80,797 | $7.5M |
| Tradition Wealth Management, LLC | 0.66% | Add +2.0% | 80,413 | $7.5M |
| D.A. Davidson & Co. | 0.06% | Add +1.4% | 80,156 | $7.4M |
| GC Wealth Management RIA, LLC | 1.36% | No change | 79,834 | $7.4M |
| Quantinno Capital Management LP | 0.05% | Add +28.6% | 79,354 | $7.4M |
| Gen-Wealth Partners Inc | 3.05% | Reduce -0.8% | 78,616 | $7.3M |
| Clark Financial Services Group Inc. | 5.03% | Add +104.7% | 78,135 | $7.3M |
| Heck Capital Advisors, LLC | 0.81% | Add +0.1% | 77,875 | $7.2M |
| Tilson Financial Group, Inc. | 2.86% | Reduce -3.2% | 77,757 | $7.2M |
| Exencial Wealth Advisors, LLC | 0.27% | Reduce -0.2% | 77,614 | $7.2M |
| Quadrant Private Wealth Management, LLC | 1.78% | Add +10.1% | 76,780 | $7.1M |
| Apeiron RIA LLC | 2.15% | Reduce -41.9% | 76,672 | $7.1M |
| Firethorn Wealth Partners, LLC | 3.35% | Add +1.2% | 75,646 | $7.0M |
| Investment Advisory Group, LLC | 2.34% | Add +1.2% | 75,425 | $7.0M |
| Signature Estate & Investment Advisors LLC | 0.18% | Reduce -0.7% | 74,580 | $6.9M |
| One Wealth Capital Management, LLC | 3.68% | Reduce -2.3% | 73,988 | $6.9M |
| Ellis Investment Partners, LLC | 1.41% | Reduce -3.5% | 73,661 | $6.8M |
| Capital Advisors Inc. | 0.14% | Reduce -81.8% | 73,565 | $6.8M |
| KFG Wealth Management, LLC | 1.24% | Reduce -27.6% | 73,484 | $6.8M |
| Retirement Planning Group, LLC | 0.32% | Reduce -1.6% | 72,966 | $6.8M |
| Higgins & Schmidt Wealth Strategies LLC | 4.00% | Reduce -3.1% | 72,940 | $6.8M |
| Sonata Capital Group Inc. | 2.95% | Reduce -2.7% | 72,907 | $6.8M |
| Oppenheimer & Co. Inc. | 0.10% | Add +1.4% | 72,858 | $6.8M |
| Charter Oak Capital Management, LLC | 0.62% | Add +1.0% | 72,619 | $6.7M |
| TABR Capital Management, LLC | 6.93% | Reduce -37.9% | 71,655 | $6.7M |
| Moneywise, Inc. | 3.51% | Add +4.7% | 71,508 | $6.6M |
| Avestar Capital, LLC | 0.63% | Reduce -14.1% | 71,369 | $6.6M |
| Private Wealth Advisors, LLC | 2.78% | Reduce -0.9% | 71,289 | $6.6M |
| Florin Court Capital LLP | 6.84% | Reduce -44.5% | 71,000 | $6.6M |
| PKS Advisory Services, LLC | 1.80% | Reduce -1.3% | 70,972 | $6.6M |
| Centurion Wealth Management LLC | 2.03% | No change | 64,013 | $6.5M |
| Summit Investment Advisory Services, LLC | 3.17% | Reduce -5.6% | 69,558 | $6.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.86% | Reduce -8.4% | 69,457 | $6.4M |
| Vestor Capital, LLC | 0.53% | Reduce -6.6% | 68,890 | $6.4M |
| RKL Wealth Management LLC | 0.59% | Reduce -13.3% | 67,937 | $6.3M |
| Goelzer Investment Management, Inc. | 0.36% | Add +2.6% | 67,706 | $6.3M |
| Strategic Blueprint, LLC | 0.34% | Add +4.7% | 67,692 | $6.3M |
| Frontier Asset Management, LLC | 1.82% | Reduce -3.2% | 67,621 | $6.3M |
| Endeavor Private Wealth, Inc. | 3.40% | Add +50.4% | 67,523 | $6.3M |
| AlTi Global, Inc. | 0.16% | Reduce -0.2% | 67,403 | $6.3M |
| AQR Capital Management | 0.01% | Add +26.7% | 67,130 | $6.2M |
| Guardian Wealth Advisors, LLC | 3.98% | Reduce -25.8% | 66,795 | $6.2M |
| Sapient Capital LLC | 0.12% | Add +0.6% | 66,578 | $6.2M |
| Trustmark Bank Trust Department | 0.46% | Reduce -0.2% | 66,514 | $6.2M |
| Buck Wealth Strategies, LLC | 1.11% | Reduce -38.9% | 65,828 | $6.1M |
| Compton Wealth Advisory Group, LLC | 1.69% | Add +0.8% | 65,471 | $6.1M |
| WealthPLAN Partners, LLC | 0.86% | Add +8.7% | 65,343 | $6.1M |
| Acas, LLC | 4.61% | Reduce -4.3% | 63,221 | $6.1M |
| Simplicity Wealth,LLC | 0.47% | New | 64,946 | $6.0M |
| Financial Management Network Inc. | 1.36% | Reduce -0.7% | 71,718 | $6.0M |
| NorthRock Partners, LLC | 0.20% | Reduce -2.2% | 64,646 | $6.0M |
| Bleakley Financial Group, LLC | 0.19% | Reduce -2.5% | 63,945 | $5.9M |
| Soltis Investment Advisors LLC | 0.52% | Add +8.8% | 63,232 | $5.9M |
| Atlantic Family Wealth, LLC | 5.40% | Add +1.9% | 63,208 | $5.9M |
| Eclectic Associates Inc. | 1.57% | Reduce -0.4% | 62,987 | $5.8M |
| Gryphon Financial Partners LLC | 0.86% | Reduce -4.6% | 62,930 | $5.8M |
| Cranbrook Wealth Management, LLC | 1.34% | Reduce -0.6% | 62,227 | $5.8M |
| Cosner Financial Group, LLC | 3.50% | Add +1.5% | 61,727 | $5.7M |
| Lifelong Wealth Advisors, Inc. | 2.68% | Add +1.6% | 61,675 | $5.7M |
| PFG Advisors | 0.32% | Add +8.0% | 61,580 | $5.7M |
| Cahaba Wealth Management, Inc. | 0.47% | Reduce -1.6% | 61,166 | $5.7M |
| Twin Peaks Wealth Advisors, LLC | 2.57% | Add +16.7% | 62,015 | $5.6M |
| Belpointe Asset Management LLC | 0.29% | Reduce -40.1% | 60,669 | $5.6M |
| Shared Vision Wealth Group LLC | 3.07% | Reduce -2.5% | 60,614 | $5.6M |
| Capital Investment Advisory Services, LLC | 0.50% | Add +4.6% | 60,357 | $5.6M |
| Summit Financial Consulting LLC | 5.19% | — | 60,236 | $5.6M |
| Patriot Investment Management Group, Inc. | 0.42% | No change | 60,231 | $5.6M |
| Ascent Wealth Partners, LLC | 0.75% | Add +2.2% | 59,915 | $5.6M |
| Heritage Wealth Advisors | 0.28% | Add +0.0% | 59,738 | $5.5M |
| IFG Advisory, LLC | 0.31% | Add +9.3% | 59,594 | $5.5M |
| Advisor Resource Council | 0.44% | New | 58,825 | $5.5M |
| Kraft, Davis & Associates, LLC | 1.75% | Reduce -17.7% | 61,524 | $5.4M |
| Barnes Wealth Management Group, Inc | 3.46% | Add +4.8% | 58,145 | $5.4M |
| Rollins Financial Advisors, LLC | 0.94% | Reduce -9.7% | 58,110 | $5.4M |
| Lowe Brockenbrough & Co. Inc. | 0.35% | Reduce -0.2% | 57,701 | $5.4M |
| Laurel Wealth Planning LLC | 3.55% | Add +0.0% | 57,544 | $5.3M |
| Tobias Financial Advisors, Inc. | 1.03% | Reduce -2.9% | 57,169 | $5.3M |
| MSH Capital Advisors LLC | 1.64% | Add +2.7% | 57,026 | $5.3M |
| Lantz Financial LLC | 1.44% | Add +5.6% | 56,610 | $5.3M |
| Narwhal Capital Management | 0.47% | Add +0.5% | 56,289 | $5.2M |
| Asset Allocation Strategies LLC | 1.29% | Reduce -16.7% | 55,941 | $5.2M |
| Dumont & Blake Investment Advisors LLC | 1.43% | Reduce -0.4% | 55,024 | $5.1M |
| Evercore Wealth Management, LLC | 0.08% | Reduce -6.4% | 55,010 | $5.1M |
| FFG Retirement Advisors LLC | 3.44% | Reduce -5.8% | 54,423 | $5.1M |
| Advus Financial Partners, LLC | 1.41% | Add +4.3% | 54,278 | $5.0M |
| Northeast Financial Consultants Inc | 0.22% | Add +3.0% | 54,210 | $5.0M |
| Old Mission Investment Co LLC | 1.52% | Reduce -1.0% | 54,203 | $5.0M |
| Mill Creek Capital Advisors, LLC | 0.12% | Reduce -0.1% | 54,131 | $5.0M |
| Investment Partners, LTD. | 2.08% | Reduce -1.2% | 53,992 | $5.0M |
| Aptus Capital Advisors, LLC | 0.06% | Add +4.9% | 53,598 | $5.0M |
| Gallacher Capital Management LLC | 2.40% | Reduce -1.0% | 53,159 | $4.9M |
| Rik Saylor Financial, Inc. | 4.33% | Reduce -0.1% | 52,945 | $4.9M |
| GWN Securities Inc. | 0.28% | Add +2382.3% | 52,030 | $4.9M |
| Glenmede Trust Co. NA | 0.03% | Add +6.7% | 52,872 | $4.9M |
| Transcendent Capital Group LLC | 2.76% | Reduce -2.9% | 52,839 | $4.9M |
| Hoxton Planning & Management, LLC | 1.86% | Reduce -0.8% | 52,599 | $4.9M |
| Peterson Wealth Advisors, LLC | 0.94% | Add +2.6% | 57,972 | $4.9M |
| Commerce Bank | 0.03% | Add +1.8% | 52,305 | $4.9M |
| Kickstand Ventures, Llc. | 1.25% | Reduce -0.4% | 52,221 | $4.8M |
| SGL Investment Advisors, Inc. | 2.53% | Add +27.4% | 49,855 | $4.8M |
| Elevation Point Wealth Partners, LLC | 0.41% | Reduce -9.2% | 51,867 | $4.8M |
| Quotient Wealth Partners, LLC | 0.15% | Reduce -0.6% | 51,447 | $4.8M |
| Silver Oak Securities, Incorporated | 0.45% | Reduce -8.3% | 51,505 | $4.8M |
| Bryn Mawr Trust Advisors, LLC | 0.29% | Reduce -4.9% | 51,260 | $4.8M |
| Copperleaf Capital, LLC | 2.84% | Add +2.5% | 51,191 | $4.8M |
| Jackson Hole Capital Partners, LLC | 0.94% | Add +0.5% | 51,069 | $4.7M |
| My Legacy Advisors, LLC | 1.83% | Add +1.8% | 50,984 | $4.7M |
| Verus Capital Partners, LLC | 0.47% | Reduce -0.8% | 50,957 | $4.7M |
| GeoWealth Management, LLC | 0.19% | Add +29.5% | 50,882 | $4.7M |
| St. Clair Advisors, LLC | 1.32% | Reduce -0.3% | 50,830 | $4.7M |
| Thomasville National Bank | 0.34% | Reduce -0.7% | 50,695 | $4.7M |
| R. W. Roge & Company, Inc. | 2.58% | Reduce -8.3% | 50,656 | $4.7M |
| NTV Asset Management LLC | 0.63% | Reduce -0.4% | 50,643 | $4.7M |
| Capital Advantage, Inc. | 0.85% | No change | 46,185 | $4.7M |
| Gateway Wealth Partners, LLC | 1.05% | Add +4.7% | 50,214 | $4.7M |
| BTC Capital Management, Inc. | 0.43% | Reduce -0.9% | 50,178 | $4.7M |
| Financial Counselors Inc. | 0.07% | Add +38.8% | 50,168 | $4.7M |
| Arrow Investment Advisors, LLC | 4.89% | Reduce -7.9% | 49,823 | $4.6M |
| United Bank | 1.91% | Add +8.0% | 49,816 | $4.6M |
| Flagship Wealth Advisors, LLC | 1.93% | Add +70.7% | 49,446 | $4.6M |
| Total Wealth Planning, LLC | 0.70% | Reduce -4.0% | 49,372 | $4.6M |
| Stordahl Capital Management, Inc. | 1.08% | Add +0.1% | 49,230 | $4.6M |
| Flagstar Securities, Inc. | 1.15% | Add +3.7% | 48,555 | $4.5M |
| Family Firm, Inc. | 1.01% | Reduce -4.7% | 48,527 | $4.5M |
| Independent Financial Group, LLC | 0.15% | Reduce -31.2% | 48,380 | $4.5M |
| XML Financial, LLC | 0.42% | Add +0.1% | 48,295 | $4.5M |
| Theory Financial LLC | 1.87% | Add +2.7% | 47,851 | $4.4M |
| Brighton Jones LLC | 0.14% | Add +6.0% | 47,757 | $4.4M |
| Prospera Financial Services Inc | 0.10% | Add +6.5% | 46,884 | $4.4M |
| Bridges Investment Management Inc. | 0.06% | Reduce -0.8% | 46,753 | $4.3M |
| Next Capital Management LLC | 2.08% | Add +0.9% | 46,701 | $4.3M |
| Graves Light Lenhart Wealth, Inc. | 0.53% | Reduce -0.1% | 46,328 | $4.3M |
| Sowell Financial Services LLC | 0.20% | Add +2.6% | 46,275 | $4.3M |
| Old National Bancorp | 0.11% | Add +0.2% | 46,104 | $4.3M |
| Vontobel Holding Ltd. | 0.02% | Add +6.3% | 46,020 | $4.3M |
| Brown Brothers Harriman & Co. | 0.03% | Reduce -0.4% | 45,969 | $4.3M |
| Asset Management Group, Inc. | 0.78% | Reduce -2.7% | 45,561 | $4.2M |
| Resolute Wealth Strategies, LLC | 2.35% | Reduce -46.4% | 45,407 | $4.2M |
| CW Advisors, LLC | 0.05% | Add +265.7% | 44,827 | $4.2M |
| Carret Asset Management, LLC | 0.47% | Add +0.4% | 45,097 | $4.2M |
| Park Place Capital Corp | 1.13% | Reduce -10.2% | 45,011 | $4.2M |
| CWC Advisors, LLC. | 2.35% | New | 44,526 | $4.1M |
| Avidian Wealth Enterprises, LLC | 0.18% | Reduce -1.3% | 44,439 | $4.1M |
| Conning Inc. | 0.15% | No change | 44,404 | $4.1M |
| National Philanthropic Trust | 0.07% | Add +5.7% | 44,350 | $4.1M |
| Graham Capital Management, L.P. | 0.19% | New | 44,310 | $4.1M |
| Davis Wealth Advisors, LLC | 4.64% | Add +5.3% | 44,231 | $4.1M |
| Mather Group, Llc. | 0.05% | Add +32.7% | 44,218 | $4.1M |
| Calamos Advisors LLC | 0.03% | Reduce -17.7% | 44,090 | $4.1M |
| Wealthspan Partners, LLC | 1.87% | Reduce -1.3% | 43,622 | $4.0M |
| Valley Wealth Managers, Inc. | 0.31% | Reduce -4.9% | 43,424 | $4.0M |
| Diversify Advisory Services, LLC | 0.25% | Reduce -18.0% | 41,882 | $4.0M |
| Morris Financial Concepts, Inc. | 1.65% | Reduce -0.2% | 42,444 | $3.9M |
| Bush Investment Group, LLC | 2.88% | Add +1.3% | 41,190 | $3.8M |
| Mission Wealth Management, LP | 0.10% | Reduce -1.3% | 40,876 | $3.8M |
| Dorsey & Whitney Trust CO LLC | 0.22% | Reduce -24.4% | 40,860 | $3.8M |
| Stephens Inc. | 0.06% | Reduce -1.7% | 40,846 | $3.8M |
| SIMA Wealth Partners, LLC | 3.12% | Reduce -0.2% | 40,506 | $3.8M |
| Oxford Financial Group, LTD. LLC | 0.26% | Add +5.4% | 40,314 | $3.7M |
| Concorde Asset Management, LLC | 2.01% | Add +0.5% | 40,449 | $3.7M |
| IHT Wealth Management, LLC | 0.12% | Reduce -1.0% | 40,173 | $3.7M |
| Eastern Bank | 0.07% | Reduce -8.9% | 39,988 | $3.7M |
| Smithfield Trust Co | 0.19% | Reduce -1.0% | 39,814 | $3.7M |
| Bouvel Investment Partners, LLC | 1.38% | Add +2.8% | 38,184 | $3.7M |
| 17 Capital Partners, LLC | 2.34% | Add +5.4% | 39,194 | $3.6M |
| Nottingham Advisors, Inc. | 0.55% | Reduce -19.9% | 39,028 | $3.6M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Add +1.6% | 38,822 | $3.6M |
| JT Stratford LLC | 0.64% | Add +8.6% | 38,725 | $3.6M |
| Hudson Capital Management LLC | 1.13% | Add +45.5% | 38,638 | $3.6M |
| Callan Capital, LLC | 0.26% | Reduce -0.9% | 38,370 | $3.6M |
| Renasant Bank | 2.36% | Reduce -9.6% | 38,336 | $3.6M |
| Verity Asset Management, Inc. | 1.45% | Add +98.2% | 38,308 | $3.6M |
| Private Advisory Group LLC | 0.41% | Reduce -6.4% | 38,302 | $3.6M |
| Transcend Capital Advisors, LLC | 0.26% | Reduce -2.3% | 38,262 | $3.6M |
| Winthrop Advisory Group LLC | 0.43% | Reduce -14.4% | 38,204 | $3.5M |
| Waters Parkerson & Co., LLC | 0.19% | Add +39.5% | 38,000 | $3.5M |
| Kapstone Financial Advisors LLC | 1.99% | Add +8.6% | 37,837 | $3.5M |
| Mason & Associates, LLC | 1.01% | Reduce -0.6% | 37,822 | $3.5M |
| Daymark Wealth Partners, LLC | 0.15% | Add +0.3% | 37,805 | $3.5M |
| World Equity Group, Inc. | 1.00% | Add +135.7% | 37,774 | $3.5M |
| RTD Financial Advisors, Inc. | 0.47% | Reduce -6.7% | 37,762 | $3.5M |
| Stratos Wealth Advisors, LLC | 0.19% | Reduce -70.5% | 37,663 | $3.5M |
| Sierra Capital LLC | 0.42% | No change | 37,532 | $3.5M |
| Wealthgarden F.S. LLC | 3.35% | Reduce -0.9% | 37,522 | $3.5M |
| Faithward Advisors, LLC | 0.61% | Add +12.3% | 37,505 | $3.5M |
| Heritage Trust Co | 0.42% | Reduce -2.9% | 37,342 | $3.5M |
| Pinnacle Family Advisors, LLC | 1.88% | Add +0.7% | 37,230 | $3.5M |
| Gray Private Wealth, LLC | 2.05% | Reduce -2.3% | 36,713 | $3.4M |
| SWP Financial LLC | 2.08% | Reduce -0.3% | 36,653 | $3.4M |
| Colorado Capital Management, Inc. | 1.58% | Reduce -3.2% | 36,582 | $3.4M |
| Great Point Wealth Advisors, LLC | 0.73% | No change | 36,492 | $3.4M |
| Nations Financial Group Inc, /Ia/ | 0.26% | Reduce -5.5% | 36,465 | $3.4M |
| Retirement Wealth Solutions LLC | 2.73% | Add +20.7% | 36,460 | $3.4M |
| IFP Advisors, Inc | 0.10% | Reduce -40.4% | 35,751 | $3.3M |
| Harbor Investment Advisory, LLC | 0.32% | Reduce -1.8% | 35,614 | $3.3M |
| Magnus Financial Group LLC | 0.32% | Add +3.5% | 35,587 | $3.3M |
| S&co Inc. | 0.22% | No change | 35,586 | $3.3M |
| Lindbrook Capital, LLC | 0.30% | Reduce -0.8% | 35,563 | $3.3M |
| EWG Elevate Inc. | 1.25% | Add +59.5% | 35,409 | $3.3M |
| BridgePort Financial Solutions, LLC | 1.48% | Add +0.2% | 35,403 | $3.3M |
| Haverford Trust Co | 0.03% | Reduce -1.0% | 35,298 | $3.3M |
| Prudential Financial Inc. | 0.00% | New | 35,200 | $3.3M |
| Moloney Securities Asset Management, LLC | 0.44% | Reduce -65.1% | 35,182 | $3.3M |
| Gables Capital Management Inc. | 1.61% | No change | 35,000 | $3.2M |
| Alterna Wealth Management, Inc. | 2.46% | Add +6.1% | 34,875 | $3.2M |
| Diversified Portfolios, Inc. | 0.34% | No change | 34,712 | $3.2M |
| Signet Financial Management, LLC | 0.43% | New | 34,576 | $3.2M |
| Tyler-Stone Wealth Management | 0.57% | Add +0.0% | 34,287 | $3.2M |
| Truepoint, Inc. | 0.09% | Reduce -13.6% | 34,040 | $3.2M |
| Peregrine Asset Advisers, Inc. | 1.18% | Reduce -3.1% | 33,981 | $3.2M |
| Madrona Financial Services, LLC | 0.87% | Reduce -76.6% | 33,948 | $3.2M |
| Redwood Wealth Management Group, LLC | 1.60% | Reduce -0.6% | 33,808 | $3.1M |
| WBH Advisory Inc. | 0.29% | Reduce -0.8% | 33,773 | $3.1M |
| Matrix Private Capital Group LLC | 1.87% | Reduce -0.3% | 33,682 | $3.1M |
| Redwood Investment Management, LLC | 0.34% | Add +3.5% | 33,647 | $3.1M |
| Howard Wealth Management, LLC | 1.74% | Reduce -1.9% | 33,594 | $3.1M |
| St. Louis Trust Co | 0.45% | No change | 33,500 | $3.1M |
| First Foundation Advisors | 0.13% | Add +97.1% | 33,483 | $3.1M |
| Hilltop Wealth Advisors, LLC | 1.75% | Reduce -10.5% | 33,472 | $3.1M |
| Eq LLC | 1.45% | Add +11.7% | 33,370 | $3.1M |
| Pinnacle Associates Ltd. | 0.05% | Add +3.5% | 33,270 | $3.1M |
| Pallas Capital Advisors LLC | 0.13% | Add +6.8% | 33,227 | $3.1M |
| KPP Advisory Services LLC | 0.59% | Reduce -1.9% | 33,227 | $3.1M |
| Bristlecone Advisors, LLC | 0.25% | No change | 33,168 | $3.1M |
| RCS Financial Planning, LLC | 1.62% | Add +4.5% | 33,114 | $3.1M |
| GenWealth Group, Inc. | 0.67% | Reduce -0.8% | 32,929 | $3.1M |
| Barings LLC | 0.08% | Reduce -36.0% | 32,851 | $3.0M |
| Brookwood Investment Group LLC | 0.52% | — | 32,593 | $3.0M |
| Arete Wealth Advisors, LLC | 0.23% | Add +12.5% | 32,460 | $3.0M |
| Axis Wealth Partners, LLC | 2.22% | Add +59.7% | 32,345 | $3.0M |
| Valeo Financial Advisors, LLC | 0.08% | Add +0.6% | 32,342 | $3.0M |
| Commonwealth Retirement Investments LLC | 1.22% | Add +2.2% | 32,268 | $3.0M |
| Fullcircle Wealth LLC | 1.23% | Add +5.7% | 31,785 | $3.0M |
| StoneCrest Wealth Management, Inc. | 1.89% | Add +0.3% | 32,084 | $3.0M |
| Southern Capital Advisors, LLC | 1.64% | Reduce -14.4% | 31,853 | $3.0M |
| Sound Income Strategies, LLC | 0.17% | Add +5.0% | 31,811 | $3.0M |
| Beacon Capital Management, LLC | 0.40% | Reduce -8.8% | 31,786 | $3.0M |
| Private Trust Co. NA | 0.30% | Reduce -2.8% | 31,519 | $2.9M |
| Dorsey Wright & Associates | 0.74% | Reduce -2.7% | 31,279 | $2.9M |
| Hirtle & Co., LLC | 0.13% | Reduce -5.5% | 31,146 | $2.9M |
| Rogco, LP | 1.15% | Add +0.5% | 31,066 | $2.9M |
| Round Rock Advisors LLC | 0.53% | Add +0.5% | 30,998 | $2.9M |
| Spirepoint Private Client, LLC | 0.38% | No change | 30,984 | $2.9M |
| Matthew Goff Investment Advisor, LLC | 0.53% | Add +5.0% | 30,918 | $2.9M |
| Synovus Financial Corp. | 0.04% | Reduce -9.5% | 30,735 | $2.9M |
| Interchange Capital Partners, LLC | 0.80% | Add +1.7% | 30,655 | $2.8M |
| Glenview Trust Co | 0.06% | Reduce -4.8% | 30,493 | $2.8M |
| Cary Street Partners Financial LLC | 0.09% | Add +1.7% | 30,391 | $2.8M |
| Blalock Williams, LLC | 3.15% | Add +2.1% | 30,343 | $2.8M |
| Client 1ST Advisory Group, LLC | 1.09% | Add +8.5% | 30,307 | $2.8M |
| LifePlan Investment Advisors, Inc. | 1.61% | Add +20.6% | 30,090 | $2.8M |
| Croban | 2.57% | Add +22.9% | 30,061 | $2.8M |
| Corrigan Financial, Inc. | 0.57% | Reduce -1.0% | 30,057 | $2.8M |
| Quantum Portfolio Management LLC | 1.41% | Reduce -14.0% | 29,982 | $2.8M |
| Koshinski Asset Management, Inc. | 0.23% | Reduce -5.5% | 29,655 | $2.8M |
| BCU Wealth Advisors, LLC | 1.42% | Add +18.9% | 29,466 | $2.7M |
| FORM Wealth Advisors, LLC | 0.37% | — | 29,450 | $2.7M |
| Kohmann Bosshard Financial Services, LLC | 0.32% | No change | 29,167 | $2.7M |
| Creative Financial Designs Inc. | 0.22% | Reduce -4.8% | 29,114 | $2.7M |
| Baron Wealth Management LLC | 1.17% | Reduce -0.6% | 28,757 | $2.7M |
| Mattern Wealth Management LLC | 0.59% | Add +1.7% | 28,715 | $2.7M |
| First Citizens Bank & Trust Co. | 0.07% | Add +13.8% | 28,651 | $2.7M |
| 2UniFi Bank | 1.71% | Reduce -0.3% | 26,121 | $2.6M |
| Cadence Bank | 0.19% | Reduce -0.6% | 28,405 | $2.6M |
| Atlas Brown,Inc. | 0.92% | Add +0.0% | 28,133 | $2.6M |
| Venturi Wealth Management, LLC | 0.14% | Reduce -2.7% | 28,120 | $2.6M |
| Regimen Wealth, LLC | 0.83% | Reduce -1.8% | 27,935 | $2.6M |
| Carnegie Investment Counsel | 0.06% | Reduce -4.2% | 30,849 | $2.6M |
| Rhumbline Advisers | 0.00% | No change | 27,880 | $2.6M |
| Essex Financial Services, Inc. | 0.19% | Reduce -7.9% | 27,668 | $2.6M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -1.5% | 27,606 | $2.6M |
| First Trust Advisors LP | 0.00% | Reduce -9.3% | 27,596 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -13.6% | 27,465 | $2.5M |
| Boston Family Office LLC | 0.18% | Add +1.6% | 27,399 | $2.5M |
| waypoint wealth counsel | 1.59% | Add +0.1% | 27,311 | $2.5M |
| Rossmore Private Capital | 0.31% | No change | 27,172 | $2.5M |
| Turtle Creek Wealth Advisors, LLC | 0.38% | Reduce -7.7% | 27,170 | $2.5M |
| AMG National Trust Bank | 0.07% | Reduce -34.0% | 26,990 | $2.5M |
| JMG Financial Group, Ltd. | 0.08% | Add +87.2% | 26,960 | $2.5M |
| EverSource Wealth Advisors, LLC | 0.14% | Add +40.3% | 26,803 | $2.5M |
| Institute for Wealth Management, LLC. | 0.32% | Add +0.7% | 26,702 | $2.5M |
| PGIM Custom Harvest LLC | 0.06% | Add +17.6% | 26,476 | $2.5M |
| BluePointe Capital Management, LLC | 0.94% | Add +262.7% | 26,462 | $2.5M |
| Private Wealth Asset Management, LLC | 0.35% | — | 26,439 | $2.5M |
| Breakwater Capital Group | 0.44% | Add +13.1% | 26,368 | $2.4M |
| Certified Advisory Corp | 0.28% | Add +0.2% | 26,285 | $2.4M |
| Pathway Financial Advisors LLC | 0.44% | Reduce -2.4% | 26,180 | $2.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.19% | Add +12.6% | 25,990 | $2.4M |
| Retirement Income Solutions, Inc. | 0.51% | Reduce -0.1% | 26,135 | $2.4M |
| Balboa Wealth Partners | 0.59% | Add +18.0% | 26,131 | $2.4M |
| Key Financial Inc | 0.53% | Add +0.3% | 26,097 | $2.4M |
| Prosperity Planning, Inc. | 1.09% | Reduce -0.1% | 25,989 | $2.4M |
| First Western Trust Bank | 0.12% | Reduce -0.6% | 25,966 | $2.4M |
| Montecito Bank & Trust | 0.43% | Reduce -0.3% | 25,954 | $2.4M |
| Dentgroup LLC | 1.80% | Add +0.0% | 25,869 | $2.4M |
| Intrust Bank NA | 0.24% | Reduce -0.2% | 25,804 | $2.4M |
| RFG Advisory, LLC | 0.06% | Reduce -56.2% | 25,663 | $2.4M |
| Fonville Wealth Management LLC | 0.70% | Reduce -9.2% | 25,455 | $2.4M |
| Northwest Bancshares, Inc. | 0.43% | Reduce -0.3% | 25,359 | $2.4M |
| Power Wealth Management LLC | 0.95% | Reduce -12.4% | 25,288 | $2.3M |
| NewEdge Wealth, LLC | 0.04% | Add +45.7% | 25,188 | $2.3M |
| Clearview Wealth Advisors LLC | 1.74% | Reduce -10.0% | 25,131 | $2.3M |
| 5T Wealth, LLC | 1.32% | Add +14.8% | 25,069 | $2.3M |
| Choate Investment Advisors | 0.06% | No change | 24,887 | $2.3M |
| Elios Financial Group Inc. | 1.14% | Reduce -0.4% | 24,792 | $2.3M |
| Sutton Place Investors LLC | 1.54% | Add +2.4% | 24,641 | $2.3M |
| MFA Wealth Services | 1.87% | Reduce -0.6% | 24,533 | $2.3M |
| Strategies Wealth Advisors, LLC | 0.28% | Reduce -1.5% | 24,348 | $2.3M |
| Lane & Associates LLC | 1.21% | Reduce -1.6% | 24,255 | $2.3M |
| True Link Financial Advisors, LLC | 0.17% | New | 24,178 | $2.2M |
| Sovereign Financial Group, Inc. | 0.52% | Reduce -3.7% | 24,143 | $2.2M |
| Schechter Investment Advisors, LLC | 0.18% | Add +2.9% | 24,088 | $2.2M |
| HBK Sorce Advisory LLC | 0.07% | Add +7.5% | 24,070 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +47.0% | 24,008 | $2.2M |
| Coign Capital Advisors LLC | 1.71% | Add +7.2% | 23,916 | $2.2M |
| Meridian Wealth Advisors, LLC | 0.38% | Add +0.1% | 23,825 | $2.2M |
| Evensky & Katz LLC | 0.15% | Reduce -0.2% | 23,772 | $2.2M |
| Cooper Financial Group | 0.29% | Add +37.3% | 23,755 | $2.2M |
| National Bank of Canada | 0.00% | Reduce -15.0% | 23,678 | $2.2M |
| Earned Wealth Advisors, LLC | 0.48% | Add +4.9% | 23,629 | $2.2M |
| Iams Wealth Management, LLC | 1.00% | Reduce -14.0% | 23,625 | $2.2M |
| Tme Financial, Inc. | 1.89% | Reduce -28.5% | 23,426 | $2.2M |
| Signal Advisors Wealth, LLC | 0.21% | Reduce -22.6% | 23,343 | $2.2M |
| Ballentine Partners, LLC | 0.04% | No change | 23,342 | $2.2M |
| Joel Isaacson & Co., LLC | 0.10% | Reduce -1.4% | 23,291 | $2.2M |
| Lighthouse Financial LLC | 1.85% | No change | 23,106 | $2.1M |
| Bailard, Inc. | 0.06% | Reduce -8.0% | 22,987 | $2.1M |
| OMNI 360 Wealth, Inc. | 1.42% | Add +0.8% | 22,788 | $2.1M |
| CCG Wealth Management, LLC | 1.26% | Reduce -0.1% | 22,698 | $2.1M |
| Bison Wealth, LLC | 0.20% | Reduce -20.3% | 22,677 | $2.1M |
| Bessemer Group Inc. | 0.00% | Add +0.4% | 22,620 | $2.1M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Reduce -0.5% | 22,617 | $2.1M |
| American Investment Services, Inc. | 0.37% | Reduce -2.6% | 22,613 | $2.1M |
| Clark Wealth Partners | 1.56% | Add +3.4% | 22,604 | $2.1M |
| Alerus Financial NA | 0.17% | No change | 22,464 | $2.1M |
| Money Concepts Capital Corp. | 0.15% | Reduce -16.6% | 22,173 | $2.1M |
| Carolinas Wealth Consulting LLC | 0.44% | Add +0.1% | 22,002 | $2.0M |
| Operose Advisors LLC | 0.67% | Reduce -1.0% | 21,870 | $2.0M |
| Forum Financial Management, LP | 0.03% | Reduce -0.2% | 21,768 | $2.0M |
| Yukon Wealth Management, Inc. | 0.83% | — | 21,655 | $2.0M |
| Evanson Asset Management, LLC | 0.14% | Reduce -23.4% | 21,462 | $2.0M |
| Bensler, LLC | 0.25% | Add +7.0% | 21,218 | $2.0M |
| Fairvoy Private Wealth, LLC | 0.54% | Reduce -8.9% | 21,142 | $2.0M |
| MBA Advisors LLC | 0.97% | Reduce -6.4% | 21,100 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.18% | Add +19.7% | 21,084 | $2.0M |
| Harvest Investment Services, LLC | 0.54% | Reduce -1.0% | 20,914 | $1.9M |
| Merkkuri Wealth Advisors LLC | 1.66% | Add +7.2% | 20,900 | $1.9M |
| Stablepoint Partners, LLC | 0.35% | Reduce -2.6% | 20,894 | $1.9M |
| May Hill Capital, LLC | 0.73% | Add +337.5% | 20,881 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -2.7% | 20,868 | $1.9M |
| Aspire Private Capital, LLC | 0.48% | Add +20.2% | 20,733 | $1.9M |
| International Assets Investment Management, LLC | 0.17% | Add +10.4% | 20,707 | $1.9M |
| Marks Group Wealth Management, Inc | 0.18% | Add +0.8% | 20,682 | $1.9M |
| Corundum Group, Inc. | 0.91% | Reduce -22.6% | 20,500 | $1.9M |
| Pinnacle Financial Group, LLC / IL | 0.69% | Reduce -4.3% | 20,487 | $1.9M |
| Sprinkle Financial Consultants LLC | 1.21% | Add +11.8% | 20,473 | $1.9M |
| VestGen Investment Management | 1.43% | Reduce -13.1% | 20,437 | $1.9M |
| Bernardo Wealth Planning LLC | 0.45% | No change | 20,365 | $1.9M |
| Kaydan Wealth Management, Inc. | 0.61% | Add +0.0% | 20,331 | $1.9M |
| Hicks Capital Management LLC | 2.50% | — | 20,303 | $1.9M |
| Hopwood Financial Services, Inc. | 1.45% | No change | 20,263 | $1.9M |
| Bawa N Mallick Trust | 0.89% | No change | 20,200 | $1.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.29% | No change | 20,200 | $1.9M |
| Custos Family Office, LLC | 0.66% | Reduce -4.9% | 20,166 | $1.9M |
| Klaas Financial Asset Advisors, LLC | 0.32% | Reduce -3.3% | 20,116 | $1.9M |
| Raleigh Capital Management Inc. | 0.85% | Reduce -1.9% | 20,104 | $1.9M |
| Procyon Advisors, LLC | 0.11% | Reduce -4.8% | 20,072 | $1.9M |
| Beacon Financial Advisory LLC | 0.56% | Reduce -1.9% | 20,047 | $1.9M |
| Freestone Capital Holdings, LLC | 0.07% | Add +0.0% | 20,031 | $1.9M |
| Whittier Trust Co. | 0.03% | No change | 20,019 | $1.9M |
| Highview Capital Management LLC | 0.78% | Reduce -59.2% | 20,014 | $1.9M |
| Cornerstone Wealth Management, LLC | 0.13% | Reduce -0.2% | 19,994 | $1.9M |
| Alta Wealth Advisors LLC | 0.85% | Add +4.6% | 19,966 | $1.9M |
| Marietta Wealth Management, LLC | 0.27% | No change | 19,742 | $1.8M |
| Hutchens & Kramer Investment Management Group, LLC | 1.00% | Reduce -8.0% | 19,662 | $1.8M |
| Emergent Wealth Advisors, LLC | 1.32% | Reduce -10.7% | 19,596 | $1.8M |
| LPWM LLC | 0.58% | Reduce -1.0% | 19,511 | $1.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.33% | Add +4.7% | 19,470 | $1.8M |
| TRUE Private Wealth Advisors | 0.22% | Reduce -22.8% | 19,441 | $1.8M |
| WealthPlan Investment Management, LLC | 0.18% | Add +10.3% | 19,401 | $1.8M |
| Keystone Wealth Services, LLC | 0.49% | Reduce -2.9% | 19,334 | $1.8M |
| AtlasMark Financial, Inc | 1.64% | Add +9.3% | 19,057 | $1.8M |
| Tsfg, LLC | 0.36% | Reduce -0.0% | 18,959 | $1.8M |
| ETF Portfolio Partners, Inc. | 0.53% | Reduce -4.9% | 18,930 | $1.8M |
| Manchester Capital Management LLC | 0.22% | Reduce -1.5% | 18,929 | $1.8M |
| Investor's Fiduciary Advisor Network, LLC | 0.82% | Reduce -6.8% | 18,833 | $1.7M |
| Burke & Herbert Bank & Trust Co. | 0.42% | Reduce -1.2% | 18,696 | $1.7M |
| Becker Capital Management Inc. | 0.06% | Add +702.1% | 18,640 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Add +45.4% | 18,578 | $1.7M |
| RiverFront Investment Group, LLC | 0.04% | Add +0.3% | 18,546 | $1.7M |
| Uptick Partners, LLC | 0.58% | Reduce -2.5% | 18,542 | $1.7M |
| Heritage Financial Services, LLC | 0.17% | Reduce -1.8% | 18,516 | $1.7M |
| Cornell Pochily Investment Advisors, Inc. | 0.60% | Reduce -4.8% | 18,502 | $1.7M |
| Perennial Investment Advisors, LLC | 0.19% | Add +1.7% | 18,472 | $1.7M |
| Balance Wealth Partners LLC | 1.11% | — | 18,466 | $1.7M |
| Savvy Advisors, Inc. | 0.17% | Add +269.6% | 18,445 | $1.7M |
| Absolute Capital Management, LLC | 0.98% | Reduce -0.6% | 18,319 | $1.7M |
| First Command Advisory Services, Inc. | 0.02% | Reduce -2.5% | 18,247 | $1.7M |
| Bowman & Co S.C. | 0.84% | Reduce -0.1% | 18,240 | $1.7M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -3.4% | 18,232 | $1.7M |
| Helium Advisors LLC | 1.23% | Add +0.2% | 18,200 | $1.7M |
| HM Payson & Co. | 0.03% | Add +3.6% | 18,170 | $1.7M |
| Confluence Wealth Services, Inc. | 0.11% | Reduce -2.3% | 18,516 | $1.7M |
| Whitcomb & Hess, Inc. | 0.50% | Reduce -3.1% | 17,844 | $1.7M |
| Maripau Wealth Management LLC | 0.94% | Reduce -11.5% | 17,723 | $1.6M |
| Capital Square, LLC | 0.96% | Add +4.7% | 17,665 | $1.6M |
| Flputnam Investment Management Co. | 0.03% | Add +10.3% | 17,565 | $1.6M |
| Finley Financial, LLC | 0.90% | Reduce -1.7% | 17,120 | $1.6M |
| Investment Management Corp. /Va/ | 1.45% | Add +0.1% | 17,340 | $1.6M |
| Aprio Wealth Management, LLC | 0.20% | Add +72.6% | 17,306 | $1.6M |
| Market Street Wealth Management Advisors LLC | 0.27% | Reduce -0.8% | 17,158 | $1.6M |
| Awm Capital, LLC | 0.19% | No change | 17,119 | $1.6M |
| Essex Bank | 0.39% | Reduce -4.5% | 17,111 | $1.6M |
| Accelerate Investment Advisors LLC | 1.33% | Add +1.6% | 17,070 | $1.6M |
| PACK Private Wealth, LLC | 0.94% | No change | 17,058 | $1.6M |
| Navis Wealth Advisors, LLC | 1.55% | Add +0.1% | 17,049 | $1.6M |
| Vanguard Group Inc. | 0.00% | Reduce -3.7% | 16,991 | $1.6M |
| Syntegra Private Wealth Group, LLC | 0.18% | Reduce -1.4% | 16,977 | $1.6M |
| Comprehensive Financial Planning, Inc. | 1.52% | Add +146.6% | 16,891 | $1.6M |
| Next Level Private LLC | 0.58% | Add +0.1% | 16,730 | $1.6M |
| D. E. Shaw & Co. | 0.00% | New | 16,575 | $1.5M |
| Marino, Stram & Associates LLC | 0.34% | Add +0.8% | 16,564 | $1.5M |
| Axxcess Wealth Management, LLC | 0.04% | Add +2.6% | 16,546 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.25% | Reduce -1.9% | 16,507 | $1.5M |
| REDW Wealth LLC | 0.57% | Add +5.9% | 16,453 | $1.5M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -2.0% | 16,437 | $1.5M |
| Fiduciary Alliance LLC | 0.15% | Reduce -1.5% | 16,431 | $1.5M |
| Venture Visionary Partners LLC | 0.06% | Add +3.3% | 16,340 | $1.5M |
| Sendero Wealth Management, LLC | 0.21% | No change | 16,294 | $1.5M |
| Bellwether Advisors, LLC | 0.32% | Reduce -7.0% | 16,283 | $1.5M |
| Advisors Capital Management, LLC | 0.02% | Reduce -30.1% | 16,252 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | Add +32.3% | 15,611 | $1.5M |
| Arax Advisory Partners | 0.10% | Add +266.3% | 16,222 | $1.5M |
| Pinnacle Bancorp, Inc. | 0.49% | Reduce -0.4% | 16,119 | $1.5M |
| SlateStone Wealth, LLC | 0.15% | Add +2.6% | 15,985 | $1.5M |
| White Pine Capital LLC | 0.51% | Reduce -0.3% | 15,981 | $1.5M |
| Dominguez Wealth Management Solutions, Inc. | 1.07% | Add +0.1% | 15,795 | $1.5M |
| WealthTrak Capital Management LLC | 1.26% | Add +4.3% | 15,738 | $1.5M |
| Alpha Cubed Investments, LLC | 0.07% | No change | 15,699 | $1.5M |
| Grey Ledge Advisors, LLC | 0.38% | Reduce -0.3% | 15,668 | $1.5M |
| Signaturefd, LLC | 0.03% | Add +1.7% | 15,666 | $1.5M |
| Evolution Wealth Advisors, LLC | 0.24% | Add +93.5% | 15,585 | $1.4M |
| Summit Financial, LLC | 0.04% | Add +39.0% | 15,583 | $1.4M |
| Legacy Advisors, LLC | 0.15% | No change | 15,552 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +123.1% | 15,528 | $1.4M |
| Tempus Wealth Planning, LLC | 0.43% | Add +40.9% | 15,438 | $1.4M |
| Eagle Strategies LLC | 0.25% | Add +2.9% | 15,386 | $1.4M |
| Atlantic Edge Private Wealth Management, LLC | 0.44% | No change | 15,382 | $1.4M |
| Resurgent Financial Advisors LLC | 0.86% | Add +2.1% | 15,329 | $1.4M |
| Mgo One Seven LLC | 0.06% | Add +8.2% | 15,303 | $1.4M |
| Fiducient Advisors LLC | 0.18% | Add +0.1% | 15,282 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Reduce -2.6% | 15,183 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | Add +298.7% | 15,167 | $1.4M |
| Columbia River Financial Group, LLC | 0.94% | Add +1.5% | 15,141 | $1.4M |
| Insight Advisors, LLC/ PA | 0.25% | Reduce -9.8% | 15,081 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -91.3% | 15,076 | $1.4M |
| Oxinas Partners, LLC | 0.83% | Add +31.9% | 15,058 | $1.4M |
| Integrated Investment Consultants, LLC | 0.28% | Add +0.3% | 14,973 | $1.4M |
| Inspirion Wealth Advisors, LLC | 0.19% | Reduce -0.2% | 14,924 | $1.4M |
| Partners Wealth Management, LLC | 1.57% | Add +1.9% | 14,871 | $1.4M |
| Idaho Trust Co | 0.56% | Reduce -17.1% | 14,851 | $1.4M |
| Howard Capital Management Group, LLC | 0.11% | No change | 14,850 | $1.4M |
| Cornerstone Advisory, LLC | 0.16% | Reduce -0.9% | 14,328 | $1.4M |
| Golden State Wealth Management, LLC | 0.20% | Add +13.5% | 14,841 | $1.4M |
| Westmount Partners, LLC | 0.42% | Reduce -0.2% | 14,709 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -0.0% | 14,694 | $1.4M |
| Semmax Financial Advisors Inc. | 0.37% | Add +4.2% | 13,974 | $1.4M |
| WESPAC Advisors, LLC | 1.11% | Reduce -29.2% | 14,610 | $1.4M |
| First Citizens Financial Corp | 0.77% | Add +55.2% | 14,574 | $1.4M |
| Highland Capital Management, LLC | 0.08% | Add +4.2% | 14,505 | $1.3M |
| Planned Solutions, Inc. | 0.55% | Reduce -17.6% | 14,485 | $1.3M |
| AdvisorNet Financial, Inc | 0.10% | Add +9.0% | 14,421 | $1.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 14,348 | $1.3M |
| Gemmer Asset Management LLC | 0.13% | Add +1.5% | 14,341 | $1.3M |
| Veracity Capital LLC | 0.52% | Add +1.7% | 14,130 | $1.3M |
| BBR Partners, LLC | 0.09% | No change | 14,102 | $1.3M |
| Atlatl Advisers LLC | 0.85% | Reduce -2.0% | 14,077 | $1.3M |
| Clarity Asset Management, Inc. | 0.84% | Reduce -6.5% | 14,047 | $1.3M |
| Progressive Investment Management Corp | 0.36% | Reduce -2.8% | 14,000 | $1.3M |
| Hazlett, Burt & Watson, Inc. | 0.58% | Add +29.6% | 13,913 | $1.3M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Reduce -0.6% | 13,853 | $1.3M |
| McDonough Capital Management, Inc | 0.84% | No change | 13,840 | $1.3M |
| Chapin Davis, Inc. | 0.44% | Reduce -1.9% | 13,790 | $1.3M |
| Brass Tax Wealth Management, Inc. | 0.27% | Add +0.5% | 13,751 | $1.3M |
| First Commonwealth Financial Corp | 0.30% | Reduce -44.6% | 13,715 | $1.3M |
| Sandbox Financial Partners, LLC | 0.45% | Reduce -1.0% | 13,659 | $1.3M |
| Compound Planning, Inc. | 0.06% | Add +14.9% | 13,612 | $1.3M |
| Dohj, LLC | 0.29% | New | 13,549 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -0.3% | 13,534 | $1.3M |
| Winthrop Capital Management, LLC | 0.34% | Reduce -1.4% | 13,490 | $1.3M |
| Bank of Hawaii | 0.07% | No change | 13,392 | $1.2M |
| Summit Financial Strategies, Inc. | 0.13% | No change | 13,392 | $1.2M |
| South Plains Financial, Inc. | 0.96% | No change | 13,215 | $1.2M |
| Calton & Associates, Inc. | 0.28% | Add +27.9% | 13,175 | $1.2M |
| Wealth Watch Advisors, INC | 0.99% | Reduce -1.3% | 13,124 | $1.2M |
| Fermata Advisors, LLC | 0.22% | Reduce -4.8% | 13,122 | $1.2M |
| Catalina Capital Group, LLC | 0.81% | Reduce -10.5% | 13,107 | $1.2M |
| Cambridge Capital Management, LLC | 0.77% | Reduce -6.4% | 13,107 | $1.2M |
| Argent Advisors, Inc. | 0.41% | Add +8.6% | 13,061 | $1.2M |
| Clear Investment Research, LLC | 1.61% | Add +7.1% | 12,995 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | Reduce -28.5% | 12,995 | $1.2M |
| Towerpoint Wealth, LLC | 0.60% | New | 12,942 | $1.2M |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.8% | 12,920 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +1.2% | 12,886 | $1.2M |
| Arvest Investments, Inc. | 0.19% | Reduce -79.5% | 12,864 | $1.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.12% | Reduce -6.9% | 12,856 | $1.2M |
| Processus Wealth & Capital Management, LLC | 1.02% | Add +5.3% | 12,851 | $1.2M |
| Obsidian Cio, LLC | 0.19% | Reduce -1.3% | 12,843 | $1.2M |
| Gries Financial LLC | 0.23% | Reduce -46.9% | 12,814 | $1.2M |
| Arcadia Investment Advisors LLC | 0.66% | Reduce -1.6% | 12,808 | $1.2M |
| Lakeshore Financial Planning, Inc. | 0.49% | Add +19.1% | 12,804 | $1.2M |
| Riversedge Advisors, LLC | 0.26% | Add +0.1% | 12,754 | $1.2M |
| Evoke Wealth, LLC | 0.03% | Add +4.5% | 12,747 | $1.2M |
| Optivise Advisory Services LLC | 0.66% | Reduce -65.1% | 12,700 | $1.2M |
| Cadinha & Co. LLC | 0.25% | No change | 12,690 | $1.2M |
| SOL Capital Management CO | 0.13% | Reduce -6.0% | 12,634 | $1.2M |
| Zhang Financial LLC | 0.06% | Add +62.0% | 12,503 | $1.2M |
| Clayton Financial Group LLC | 0.43% | No change | 12,495 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Reduce -23.5% | 12,448 | $1.2M |
| New England Private Wealth Advisors LLC | 0.18% | Add +0.1% | 12,439 | $1.2M |
| AlphaCore Capital LLC | 0.10% | New | 12,432 | $1.2M |
| Tompkins Financial Corp. | 0.11% | No change | 12,404 | $1.2M |
| Fiduciary Trust Co | 0.02% | Add +38.2% | 12,387 | $1.1M |
| Tiemann Investment Advisors, LLC | 0.52% | Reduce -8.9% | 12,381 | $1.1M |
| Kessler Investment Group, LLC | 0.56% | Reduce -2.9% | 12,377 | $1.1M |
| Ofc Financial Planning, LLC | 1.30% | Reduce -1.9% | 12,364 | $1.1M |
| 1ST Source Bank | 0.07% | Reduce -1.3% | 12,340 | $1.1M |
| CVA Family Office, LLC | 0.18% | No change | 12,315 | $1.1M |
| Crux Wealth Advisors | 0.59% | Reduce -5.4% | 12,312 | $1.1M |
| Kovack Advisors, Inc. | 0.12% | Add +2.8% | 12,301 | $1.1M |
| Royal Fund Management, LLC | 0.14% | Add +29.3% | 12,261 | $1.1M |
| Enclave Advisors LLC | 0.19% | No change | 12,216 | $1.1M |
| Union Savings Bank | 0.55% | Reduce -0.4% | 12,135 | $1.1M |
| Able Wealth Management LLC | 0.66% | Reduce -2.1% | 12,044 | $1.1M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.47% | Reduce -4.2% | 12,004 | $1.1M |
| Wealthstream Advisors, Inc. | 0.21% | No change | 11,925 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +90.8% | 11,853 | $1.1M |
| CFM Wealth Partners LLC | 0.19% | Reduce -0.2% | 11,819 | $1.1M |
| TCV Trust & Wealth Management, Inc. | 0.10% | No change | 11,796 | $1.1M |
| Latitude Advisors, LLC | 0.64% | Reduce -4.3% | 11,770 | $1.1M |
| Blankinship & Foster, LLC | 0.27% | Reduce -16.6% | 11,718 | $1.1M |
| First Nebraska Trust Co | 0.11% | Reduce -0.4% | 11,662 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.30% | Reduce -0.3% | 11,654 | $1.1M |
| Mma Asset Management LLC | 0.46% | Reduce -0.1% | 11,647 | $1.1M |
| Texas Yale Capital Corp. | 0.04% | No change | 11,600 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Add +7.3% | 11,595 | $1.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.60% | Add +0.0% | 11,560 | $1.1M |
| Aurora Private Wealth, Inc. | 0.85% | Add +53.0% | 11,526 | $1.1M |
| FFT Wealth Management LLC | 0.22% | Add +7.7% | 11,515 | $1.1M |
| Canopy Partners, LLC | 0.42% | Add +6.5% | 11,514 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Add +106.9% | 11,492 | $1.1M |
| Moss Adams Wealth Advisors LLC | 0.11% | No change | 11,468 | $1.1M |
| Tritonpoint Wealth, LLC | 0.10% | Add +6.9% | 11,467 | $1.1M |
| Transce3nd, LLC | 0.47% | Add +9.6% | 11,462 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.09% | Reduce -11.3% | 11,454 | $1.1M |
| Fortis Capital Advisors, LLC | 0.22% | Reduce -37.5% | 11,420 | $1.1M |
| Greenup Street Wealth Management LLC | 0.21% | Reduce -79.6% | 11,404 | $1.1M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | No change | 11,396 | $1.1M |
| Lifeworks Advisors, LLC | 0.18% | Add +3.8% | 11,351 | $1.1M |
| Johnson Financial Group, Inc. | 0.05% | Add +1.7% | 11,304 | $1.0M |
| Semus Wealth Partners LLC | 0.73% | Add +4.8% | 11,283 | $1.0M |
| Beacon Bridge Wealth Partners, LLC | 0.45% | Reduce -0.5% | 11,262 | $1.0M |
| LTG Capital LLC | 0.95% | Reduce -3.4% | 11,239 | $1.0M |
| Flagship Private Wealth, LLC | 0.50% | Reduce -2.5% | 11,224 | $1.0M |
| MidAtlantic Capital Management, Inc. | 0.82% | No change | 11,208 | $1.0M |
| C2C Wealth Management, LLC | 0.98% | No change | 11,204 | $1.0M |
| SK Wealth Management, LLC | 0.55% | Add +1.8% | 12,037 | $1.0M |
| Washington Trust Bank | 0.10% | Reduce -4.3% | 11,133 | $1.0M |
| Simmons Bank | 0.08% | No change | 11,113 | $1.0M |
| Focused Wealth Management, Inc | 0.14% | Reduce -0.7% | 11,013 | $1.0M |
| First National Bank Sioux Falls | 0.41% | No change | 11,012 | $1.0M |
| LifeSteps Financial, Inc. | 0.83% | Reduce -6.3% | 11,000 | $1.0M |
| Elevated Capital Advisors, LLC | 0.28% | Reduce -7.7% | 10,937 | $1.0M |
| MKT Advisors LLC | 0.48% | No change | 12,077 | $1.0M |
| First National Trust Co | 0.04% | Reduce -33.1% | 10,895 | $1.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.21% | Reduce -0.6% | 10,877 | $1.0M |
| Taylor Financial Group, Inc. | 0.70% | No change | 10,856 | $1.0M |
| LexAurum Advisors, LLC | 0.19% | Add +4.3% | 10,851 | $1.0M |
| Security National Bank | 0.19% | Add +5.4% | 10,832 | $1.0M |
| LaSalle St. Investment Advisors, LLC | 0.24% | Add +3.7% | 10,836 | $1.0M |
| Summit X, LLC | 0.21% | Reduce -2.9% | 10,804 | $1.0M |
| Ullmann Wealth Partners Group, LLC | 0.13% | No change | 10,756 | $998K |
| LongView Wealth Management | 0.30% | Add +4.7% | 10,717 | $995K |
| Synergy Investment Management, LLC | 0.41% | Reduce -2.3% | 10,670 | $991K |
| Empirical Asset Management, LLC | 0.34% | Add +11.1% | 10,666 | $990K |
| Stockman Wealth Management, Inc. | 0.15% | Reduce -0.1% | 10,651 | $989K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -7.7% | 10,647 | $988K |
| Hollencrest Capital Management | 0.04% | No change | 10,645 | $988K |
| KWB Wealth | 0.12% | No change | 9,709 | $986K |
| Beacon Financial Group | 0.11% | Add +17.6% | 10,590 | $983K |
| Florida Financial Advisors, LLC | 0.39% | Reduce -6.9% | 10,555 | $980K |
| Net Worth Advisory Group | 0.31% | Add +2.0% | 10,526 | $977K |
| Parkside Financial Bank & Trust | 0.12% | Add +0.0% | 10,429 | $968K |
| Lakeridge Wealth Management LLC | 0.48% | Add +2.1% | 10,391 | $965K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.39% | Reduce -0.5% | 10,847 | $962K |
| Salem Investment Counselors Inc. | 0.03% | No change | 10,344 | $960K |
| Payden & Rygel | 0.08% | Add +0.3% | 10,322 | $958K |
| Pacific Sun Financial Corp | 0.54% | No change | 10,314 | $957K |
| Claro Advisors Inc. | 0.13% | Reduce -8.0% | 10,295 | $956K |
| RHS Financial, LLC | 0.54% | Reduce -51.0% | 10,280 | $954K |
| McHugh Group, LLC | 0.73% | No change | 10,250 | $952K |
| Betterment LLC | 0.00% | Add +5.6% | 10,244 | $951K |
| Provenance Wealth Advisors, LLC | 0.14% | Reduce -0.3% | 10,220 | $949K |
| Fortress Financial Group, LLC | 0.95% | No change | 10,215 | $948K |
| LGT Financial Advisors LLC | 2.89% | Reduce -4.3% | 10,205 | $948K |
| Sterling Investment Advisors LLC | 0.53% | Add +0.8% | 10,196 | $947K |
| Apella Capital, LLC | 0.03% | Add +0.8% | 10,218 | $943K |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 10,143 | $942K |
| Game Plan Financial Advisors, LLC | 0.53% | No change | 10,136 | $941K |
| Archford Capital Strategies, LLC | 0.14% | New | 10,095 | $937K |
| Two West Capital Advisors LLC | 0.78% | Add +35.9% | 10,365 | $937K |
| Thrive Wealth Management, LLC | 0.18% | Reduce -0.1% | 10,067 | $935K |
| IFG Advisors, LLC | 0.18% | Reduce -2.3% | 10,067 | $934K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -8.4% | 10,065 | $934K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | New | 10,043 | $932K |
| Oakworth Capital, Inc. | 0.06% | Add +6.3% | 10,025 | $931K |
| Diversified Trust Co. | 0.02% | Add +48.2% | 10,009 | $929K |
| Sage Mountain Advisors LLC | 0.07% | No change | 10,009 | $929K |
| Greenwood Gearhart LLC | 0.06% | Add +25.0% | 9,981 | $927K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +26.2% | 9,941 | $923K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -53.6% | 9,862 | $915K |
| Private Wealth Management Group, LLC | 0.33% | Reduce -4.9% | 9,764 | $906K |
| Eaton-Cambridge Inc. | 0.39% | No change | 9,739 | $904K |
| Robinson Smith Wealth Advisors LLC | 0.76% | No change | 9,736 | $904K |
| Montag A & Associates Inc. | 0.05% | Add +7.2% | 9,705 | $901K |
| Moneco Advisors, LLC | 0.09% | Reduce -6.3% | 9,657 | $896K |
| Delta Financial Group, Inc. | 0.20% | Add +0.1% | 9,219 | $895K |
| Capital A Wealth Management, LLC | 0.94% | Reduce -70.1% | 9,641 | $895K |
| Rothschild Investment LLC | 0.06% | Add +0.1% | 9,562 | $888K |
| Seneca House Advisors | 0.38% | Reduce -0.3% | 9,522 | $884K |
| Capital Planning Advisors, LLC | 0.14% | No change | 9,507 | $883K |
| Caliber Wealth Management, LLC / KS | 0.12% | — | 9,486 | $881K |
| Wedbush Securities Inc. | 0.03% | Add +79.9% | 9,470 | $879K |
| CNB Bank | 0.44% | No change | 9,400 | $873K |
| One Day In July LLC | 0.09% | Reduce -2.6% | 9,368 | $870K |
| Burns J W & Co. Inc. | 0.11% | No change | 9,362 | $869K |
| Beacon Investment Advisors LLC | 0.41% | New | 9,341 | $867K |
| Proactive Wealth Strategies LLC | 0.46% | Add +0.8% | 9,343 | $867K |
| Consilio Wealth Advisors, LLC | 0.36% | Reduce -2.9% | 9,323 | $865K |
| Garde Capital, Inc. | 0.05% | No change | 9,304 | $864K |
| Crescent Grove Advisors, LLC | 0.09% | No change | 9,291 | $862K |
| Atticus Wealth Management, LLC | 0.28% | Reduce -3.8% | 9,224 | $856K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -13.0% | 9,184 | $856K |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +37.9% | 9,220 | $856K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -1.1% | 9,214 | $855K |
| Pacific Point Advisors, LLC | 0.47% | No change | 9,200 | $854K |
| TL Private Wealth | 0.42% | Add +2.1% | 10,286 | $853K |
| Aaron Wealth Advisors LLC | 0.10% | Reduce -0.7% | 9,186 | $853K |
| Verum Partners LLC | 0.23% | Reduce -0.3% | 9,170 | $851K |
| Bogart Wealth, LLC | 0.04% | Add +0.5% | 9,116 | $846K |
| Leslie Global Wealth, LLC | 0.41% | Reduce -7.0% | 9,106 | $845K |
| Tudor Investment Corporation | 0.01% | New | 9,093 | $844K |
| JNBA Financial Advisors | 0.09% | Reduce -0.5% | 9,088 | $844K |
| NorthLanding Financial Partners, LLC | 0.83% | Reduce -1.0% | 9,060 | $841K |
| Sage Financial Management Group, Inc. | 0.31% | Reduce -0.7% | 9,060 | $841K |
| Rockwood Wealth Management, LLC | 0.09% | Reduce -4.2% | 9,056 | $841K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 9,300 | $841K |
| SOA Wealth Advisors, LLC. | 0.17% | Add +0.1% | 9,022 | $838K |
| New Republic Capital, LLC | 0.36% | Add +3.4% | 9,007 | $836K |
| RPS Advisory Solutions LLC | 0.59% | Reduce -81.6% | 8,993 | $835K |
| Wedmont Private Capital | 0.04% | No change | 9,209 | $832K |
| Neumann Capital Management, LLC | 0.29% | Add +11.9% | 8,950 | $831K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -4.3% | 8,921 | $828K |
| Brasada Capital Management, LP | 0.17% | Reduce -11.4% | 9,979 | $828K |
| Reynders McVeigh Capital Management, LLC | 0.05% | No change | 8,895 | $826K |
| FSM Wealth Advisors, LLC | 0.19% | No change | 8,878 | $824K |
| Angeles Wealth Management, LLC | 0.07% | No change | 8,850 | $822K |
| Chancellor Financial Group WB LP | 0.68% | Add +6.7% | 8,832 | $820K |
| Arbor Investment Advisors, LLC | 0.11% | No change | 8,811 | $818K |
| Two Sigma Securities, LLC | 0.13% | Reduce -33.1% | 8,808 | $818K |
| Benjamin Edwards Inc. | 0.01% | Reduce -4.3% | 8,790 | $816K |
| Watershed Private Wealth LLC | 0.33% | Add +14.4% | 8,779 | $815K |
| American Financial Advisors, LLC | 0.12% | Reduce -0.7% | 8,752 | $812K |
| Forte Asset Management LLC | 0.41% | No change | 8,750 | $812K |
| City Holding Co. | 0.11% | Add +1.0% | 8,739 | $811K |
| Total Clarity Wealth Management, Inc. | 0.26% | No change | 7,934 | $806K |
| Old Port Advisors | 0.24% | Reduce -18.5% | 8,665 | $804K |
| Affinity Capital Advisors, LLC | 0.16% | Add +40.6% | 8,888 | $803K |
| SageView Advisory Group, LLC | 0.03% | Add +0.0% | 8,650 | $803K |
| Hilltop Holdings Inc. | 0.05% | Add +53.2% | 8,604 | $799K |
| 4J Wealth Management LLC | 0.63% | Add +1.2% | 8,578 | $796K |
| West Paces Advisors Inc. | 0.18% | Add +19.8% | 8,540 | $793K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -0.2% | 8,521 | $791K |
| Herold Advisors, Inc. | 0.17% | Add +6.4% | 8,518 | $791K |
| QTR Family Wealth, LLC | 0.60% | — | 8,516 | $790K |
| Foster Dykema Cabot & Partners, LLC | 0.06% | No change | 8,457 | $785K |
| Insigneo Advisory Services, LLC | 0.08% | New | 8,382 | $778K |
| Tarbox Family Office, Inc. | 0.13% | Reduce -14.2% | 8,323 | $773K |
| Milestone Asset Management Group, LLC | 0.70% | Add +1.1% | 8,317 | $772K |
| Durante & Waters, LLC | 0.65% | New | 8,300 | $770K |
| NBT Bank, N.A. | 0.06% | Reduce -2.4% | 8,273 | $768K |
| Manhattan West Asset Management, LLC | 0.20% | Reduce -0.1% | 8,268 | $768K |
| HUB Investment Partners, LLC | 0.03% | Add +11.5% | 8,231 | $764K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 8,205 | $762K |
| Lloyd Advisory Services, LLC. | 0.38% | Reduce -9.9% | 8,155 | $757K |
| Buska Wealth Management, LLC | 0.23% | Add +3.5% | 8,055 | $748K |
| Weaver Consulting Group | 0.22% | No change | 8,016 | $744K |
| Azimuth Capital Investment Management LLC | 0.03% | Add +1.8% | 8,002 | $743K |
| GAMCO Investors | 0.01% | No change | 8,000 | $743K |
| West Coast Financial LLC | 0.08% | Reduce -9.0% | 7,951 | $738K |
| Shepherd Kaplan Krochuk, LLC | 0.63% | No change | 7,949 | $738K |
| Community Bank, N.A. | 0.10% | Reduce -4.4% | 7,911 | $734K |
| Financial Partners Group, Inc | 0.11% | Reduce -2.5% | 7,904 | $734K |
| Bank of New Hampshire | 0.19% | Add +0.7% | 7,867 | $730K |
| Dakota Wealth Management | 0.02% | Reduce -1.0% | 7,857 | $729K |
| Ironwood Investment Counsel, LLC | 0.13% | No change | 7,852 | $729K |
| Bare Financial Services, Inc | 0.28% | No change | 7,839 | $728K |
| Tidemark, LLC | 0.27% | Add +0.0% | 7,822 | $726K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -10.3% | 7,820 | $726K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -2.5% | 7,817 | $726K |
| Journey Strategic Wealth LLC | 0.03% | Add +4.3% | 7,778 | $722K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -16.6% | 7,769 | $721K |
| Sageworth Trust Co | 0.04% | No change | 7,764 | $721K |
| Madison Wealth Partners, Inc | 0.18% | Add +6.4% | 7,761 | $720K |
| Fidelis Capital Partners, LLC | 0.08% | Reduce -1.8% | 7,635 | $719K |
| Fulcrum Equity Management | 0.78% | Reduce -1.5% | 7,706 | $715K |
| Welch & Forbes LLC | 0.01% | Reduce -15.6% | 7,689 | $714K |
| ProVise Management Group, LLC | 0.06% | Reduce -0.3% | 7,667 | $712K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +54.9% | 7,648 | $710K |
| Lion Street Advisors, LLC | 0.23% | Add +21.6% | 7,646 | $710K |
| Mainstream Capital Management LLC | 0.56% | Add +13.5% | 7,642 | $709K |
| Cary Street Partners Investment Advisory LLC | 0.41% | Add +3.5% | 7,621 | $707K |
| Stephen J. Garry & Associates, LLC | 0.66% | No change | 7,610 | $706K |
| Middleton & Co. Inc. | 0.08% | Add +11.3% | 7,600 | $705K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -3.8% | 7,595 | $705K |
| CRA Financial Services, LLC | 0.12% | Add +117.2% | 7,581 | $704K |
| First County Bank | 0.39% | Reduce -29.3% | 7,572 | $703K |
| Summit Financial Wealth Advisors, LLC | 0.14% | No change | 7,564 | $702K |
| Wallington Asset Management, LLC | 0.10% | Reduce -8.0% | 7,534 | $699K |
| Amundi | 0.00% | Reduce -45.5% | 7,468 | $693K |
| Farmers National Bank | 0.20% | Reduce -0.3% | 7,457 | $692K |
| Curated Wealth Partners LLC | 0.09% | No change | 7,455 | $692K |
| Sax Wealth Advisors, LLC | 0.05% | Add +28.3% | 7,431 | $690K |
| Stratos Investment Management, LLC | 0.04% | Add +22.5% | 7,421 | $689K |
| First National Bank & Trust Co. of Newtown | 0.14% | Reduce -23.0% | 7,409 | $688K |
| Bank of Stockton | 0.22% | Reduce -0.5% | 7,380 | $685K |
| Culbertson A N & Co. Inc. | 0.11% | No change | 7,372 | $684K |
| Verus Wealth Management, LLC | 0.75% | No change | 7,368 | $684K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.4% | 7,360 | $683K |
| Single Point Partners, LLC | 0.16% | Reduce -2.3% | 7,349 | $682K |
| Nicolet Advisory Services, LLC | 0.07% | Reduce -11.7% | 7,682 | $682K |
| All Terrain Financial Advisors, LLC | 0.26% | No change | 7,318 | $679K |
| Meridian Management Co. | 0.21% | No change | 7,272 | $675K |
| Arcadia Wealth Management, LLC | 0.33% | Reduce -4.3% | 7,261 | $674K |
| Catalyst Financial Partners LLC | 0.12% | Reduce -1.0% | 7,254 | $673K |
| Founders Financial Securities LLC | 0.06% | Add +12.6% | 7,138 | $671K |
| Evergreen Private Wealth LLC | 0.31% | Reduce -4.6% | 7,229 | $671K |
| PFG Investments, LLC | 0.04% | Add +0.1% | 7,205 | $669K |
| NCM Capital Management, LLC | 0.30% | No change | 7,200 | $668K |
| Bluespring Wealth Management, LLC | 0.07% | Add +60.9% | 7,176 | $666K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.17% | Reduce -1.4% | 7,170 | $666K |
| Roman Butler Fullerton & Co. | 0.26% | Reduce -77.7% | 7,312 | $665K |
| Jackson, Grant Investment Advisers, Inc. | 0.26% | Add +0.1% | 7,149 | $664K |
| Investment Research & Advisory Group, Inc. | 0.28% | No change | 7,135 | $662K |
| Councilor Wealth, LLC | 0.33% | Reduce -40.3% | 7,106 | $660K |
| Strategic Family Wealth Counselors, L.L.C. | 0.21% | No change | 7,096 | $659K |
| Planning Center, Inc. | 0.08% | Reduce -13.5% | 7,066 | $656K |
| Great Lakes Retirement, Inc. | 0.09% | Reduce -1.3% | 7,058 | $655K |
| Scotia Capital Inc. | 0.00% | Reduce -3.3% | 7,052 | $655K |
| Birch Hill Investment Advisors LLC | 0.03% | Add +1.4% | 7,051 | $655K |
| HCR Wealth Advisors | 0.09% | Add +0.0% | 7,040 | $654K |
| Breed's Hill Capital LLC | 0.35% | No change | 7,027 | $652K |
| GDS Wealth Management | 0.06% | Add +4.2% | 7,005 | $650K |
| Harvey Capital Management Inc. | 0.17% | Reduce -0.4% | 6,975 | $647K |
| Wimmer Associates 1, LLC | 0.34% | Reduce -3.3% | 6,300 | $645K |
| Annandale Capital, LLC | 0.12% | No change | 6,952 | $645K |
| First National Corp. /Ma/ | 0.14% | Add +11.4% | 6,943 | $644K |
| 49 Wealth Management, LLC | 0.08% | Reduce -4.4% | 6,934 | $644K |
| Van Hulzen Asset Management, LLC | 0.06% | Reduce -5.2% | 6,913 | $642K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -1.4% | 6,905 | $641K |
| Castle Wealth Management LLC | 0.25% | Reduce -5.7% | 6,903 | $641K |
| HMS Capital Management, LLC | 0.35% | No change | 7,610 | $640K |
| Moulton Wealth Management, Inc. | 0.49% | New | 6,875 | $638K |
| Caprock Group, LLC | 0.02% | Add +3.9% | 6,840 | $635K |
| Everpar Advisors LLC | 0.34% | Add +21.3% | 6,840 | $635K |
| Geometric Wealth Advisors | 0.11% | No change | 6,832 | $634K |
| Rossby Financial, LCC | 0.27% | Add +6.9% | 6,731 | $633K |
| Pinion Investment Advisors, LLC | 0.14% | Reduce -20.3% | 6,815 | $633K |
| Intergy Private Wealth, LLC | 0.24% | No change | 6,815 | $633K |
| Friday Financial | 0.38% | No change | 6,703 | $632K |
| GEN Financial Management, INC. | 0.43% | Reduce -1.9% | 6,805 | $632K |
| Sageworth Trust Co of South Dakota | 0.76% | No change | 6,804 | $632K |
| Integrated Capital Management, LLC | 0.35% | Reduce -6.8% | 6,793 | $631K |
| Sandy Spring Bank | 0.03% | Reduce -7.8% | 6,776 | $629K |
| Burkett Financial Services, LLC | 0.26% | Reduce -11.2% | 6,745 | $626K |
| Oxler Private Wealth LLC | 0.22% | Add +0.1% | 6,743 | $626K |
| Laurel Wealth Advisors LLC | 0.10% | Reduce -8.1% | 6,734 | $625K |
| Smartleaf Asset Management LLC | 0.06% | Add +2004.0% | 6,754 | $625K |
| FLP Wealth Management, LLC | 1.99% | Add +14.6% | 6,729 | $625K |
| TFB Advisors LLC | 0.18% | Reduce -20.3% | 6,725 | $624K |
| Bar Harbor Wealth Management | 0.04% | Reduce -5.3% | 6,711 | $623K |
| Huntleigh Advisors, Inc. | 0.10% | Reduce -0.8% | 6,696 | $622K |
| Vident Advisory, LLC | 0.01% | No change | 6,658 | $618K |
| Cim, LLC | 0.09% | Add +2.5% | 6,613 | $614K |
| One Wealth Management Investment & Advisory Services, LLC | 1.02% | Reduce -1.0% | 6,611 | $614K |
| Smith Chas P & Associates Pa Cpas | 0.04% | Add +25.0% | 6,585 | $611K |
| CGN Advisors LLC | 0.06% | Add +5.4% | 6,576 | $610K |
| Continuum Advisory, LLC | 0.08% | Add +2.4% | 6,560 | $609K |
| Pure Financial Advisors, LLC | 0.01% | Add +2.3% | 6,545 | $608K |
| Park National Corp. | 0.02% | No change | 6,541 | $607K |
| Everhart Financial Group, Inc. | 0.08% | Reduce -2.6% | 6,525 | $606K |
| Millennium Management | 0.00% | Add +158.6% | 6,519 | $605K |
| Blackston Financial Advisory Group, LLC | 0.41% | Reduce -4.5% | 6,517 | $605K |
| Hiley Hunt Wealth Management | 0.33% | Add +0.2% | 6,463 | $604K |
| Dimension Capital Management LLC | 0.11% | No change | 6,490 | $602K |
| Plancorp, LLC | 0.02% | No change | 6,483 | $602K |
| Seven Mile Advisory | 0.40% | No change | 6,464 | $600K |
| Global Assets Advisory, LLC | 0.11% | Add +190.5% | 6,693 | $600K |
| Base Wealth Management LLC | 0.46% | — | 6,448 | $599K |
| SkyOak Wealth, LLC | 0.13% | Reduce -0.1% | 6,437 | $598K |
| Wick Capital Partners, LLC | 0.18% | No change | 6,427 | $597K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.1% | 6,406 | $595K |
| Kestra Investment Management, LLC | 0.01% | Add +66.8% | 6,392 | $593K |
| Legacy Edge Advisors, LLC | 0.09% | Reduce -2.2% | 6,377 | $592K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,338 | $588K |
| Guyasuta Investment Advisors Inc. | 0.04% | Add +0.4% | 6,324 | $587K |
| GatePass Capital, LLC | 0.44% | Add +29.1% | 6,283 | $583K |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 6,256 | $581K |
| Gilliland Jeter Wealth Management LLC | 0.21% | Add +10.8% | 6,253 | $580K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -38.0% | 6,237 | $579K |
| Midwest Capital Advisors, LLC | 0.36% | Reduce -51.5% | 6,234 | $579K |
| Petix & Botte Co | 0.15% | Reduce -0.1% | 6,180 | $574K |
| Journey Advisory Group, LLC | 0.05% | No change | 6,153 | $571K |
| Colton Groome Financial Advisors, LLC | 0.22% | Reduce -5.4% | 6,022 | $570K |
| tru Independence LLC | 0.18% | Add +0.1% | 6,116 | $568K |
| Solano Wealth Investment Advisors LLC | 0.35% | No change | 6,101 | $566K |
| Priebe Wealth Holdings LLC | 0.35% | Reduce -10.1% | 6,088 | $565K |
| Roberts Financial Services LLC | 0.11% | Reduce -3.3% | 6,086 | $565K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +67.1% | 6,043 | $561K |
| Trust Co of the South | 0.12% | No change | 6,023 | $559K |
| Diversified Enterprises, LLC | 0.05% | Add +96.8% | 5,989 | $556K |
| JGP Wealth Management, LLC | 0.07% | Add +0.4% | 5,982 | $555K |
| ORBA Wealth Advisors, L.L.C. | 0.28% | No change | 5,968 | $554K |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -1.3% | 5,930 | $550K |
| Berger Financial Group, Inc | 0.04% | Add +9.1% | 5,909 | $549K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 5,907 | $548K |
| Disciplined Investments, LLC | 0.25% | Reduce -8.7% | 5,894 | $547K |
| Dana Investment Advisors, Inc. | 0.02% | Add +10.6% | 5,865 | $544K |
| ORG Partners LLC | 0.14% | Add +15.0% | 5,821 | $544K |
| Brio Consultants, LLC | 0.08% | Add +1.4% | 5,801 | $539K |
| Old Second National Bank of Aurora | 0.13% | Reduce -9.8% | 5,801 | $539K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.23% | No change | 5,771 | $536K |
| BIP Wealth, LLC | 0.03% | No change | 5,731 | $532K |
| Glassman Wealth Services | 0.09% | Reduce -0.1% | 5,725 | $531K |
| CWS Financial Advisors, LLC | 0.17% | Add +0.0% | 5,718 | $531K |
| Tortoise Investment Management, LLC | 0.06% | Add +0.1% | 5,713 | $530K |
| Palisade Asset Management, LLC | 0.05% | No change | 5,706 | $530K |
| Ethos Financial Group, LLC | 0.05% | Reduce -1.2% | 5,433 | $527K |
| Talisman Wealth Advisors LLC | 0.54% | Add +38.5% | 5,671 | $526K |
| GAMMA Investing LLC | 0.04% | No change | 5,647 | $524K |
| Courage Miller Partners, LLC | 0.18% | Reduce -0.1% | 5,623 | $522K |
| Amplius Wealth Advisors, LLC | 0.05% | Add +0.1% | 5,623 | $522K |
| Conservest Capital Advisors, Inc. | 0.05% | Reduce -7.1% | 5,594 | $519K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 5,569 | $517K |
| Altfest L J & Co. Inc. | 0.06% | No change | 5,566 | $517K |
| Accurate Wealth Management, LLC | 0.10% | Reduce -30.7% | 5,714 | $516K |
| Sage Financial Group Inc. | 0.04% | No change | 5,562 | $516K |
| Timonier Family Office, LTD. | 0.23% | No change | 5,536 | $514K |
| Staley Capital Advisers Inc. | 0.02% | No change | 5,534 | $514K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 5,524 | $513K |
| Davis R M Inc. | 0.01% | Reduce -1.8% | 5,508 | $511K |
| Aveo Capital Partners, LLC | 0.09% | Reduce -50.1% | 5,293 | $511K |
| Brown Miller Wealth Management, LLC | 0.18% | New | 5,498 | $510K |
| Segment Wealth Management, LLC | 0.03% | Add +3.9% | 5,426 | $504K |
| Equitable Trust Co. | 0.03% | No change | 5,425 | $504K |
| Novus Advisors, LLC | 0.50% | Add +15.3% | 5,368 | $498K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -1.1% | 5,366 | $498K |
| Gradient Capital Advisors, LLC | 0.16% | No change | 5,352 | $497K |
| Ritholtz Wealth Management | 0.01% | No change | 5,322 | $494K |
| Curi Capital, LLC | 0.01% | Reduce -90.3% | 5,321 | $494K |
| Principle Wealth Partners LLC | 0.04% | No change | 5,319 | $494K |
| Worth Financial Advisory Group, LLC | 0.31% | Reduce -0.1% | 5,290 | $491K |
| Russell Investments Group, Ltd. | 0.00% | Add +551.7% | 5,285 | $491K |
| Quartz Partners, LLC | 0.30% | Add +0.3% | 5,281 | $490K |
| Bank of Nova Scotia | 0.00% | No change | 5,280 | $490K |
| Canandaigua National Bank & Trust Co. | 0.05% | No change | 5,267 | $489K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -2.8% | 5,249 | $487K |
| Oakwell Private Wealth Management, LLC | 0.13% | No change | 5,240 | $486K |
| Clarendon Private LLC | 0.51% | Add +0.1% | 5,233 | $486K |
| KRS Capital Management, LLC | 0.39% | No change | 5,222 | $485K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -0.2% | 5,219 | $484K |
| Eldridge Investment Advisors, Inc. | 0.11% | No change | 5,200 | $483K |
| Enzi Wealth | 0.20% | No change | 5,198 | $482K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -4.2% | 5,194 | $482K |
| Curtis Advisory Group, LLC | 0.14% | Reduce -76.0% | 5,179 | $481K |
| Oak Wealth Advisors LLC | 0.36% | Reduce -7.4% | 5,176 | $480K |
| Goldstein Advisors, LLC | 0.07% | Reduce -0.3% | 5,171 | $480K |
| Parthenon LLC | 0.06% | No change | 5,136 | $477K |
| Legacy Capital Group California, Inc. | 0.16% | Add +44.7% | 5,096 | $473K |
| Front Row Advisors LLC | 0.18% | No change | 5,072 | $471K |
| MN Wealth Advisors, LLC | 0.28% | New | 5,060 | $470K |
| Sachetta, LLC | 0.19% | Reduce -19.3% | 5,036 | $468K |
| WealthBridge Capital Management, LLC | 0.13% | No change | 5,034 | $467K |
| River Street Advisors LLC | 0.23% | Reduce -11.0% | 5,018 | $466K |
| GenTrust, LLC | 0.02% | No change | 5,000 | $464K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -57.0% | 4,996 | $464K |
| Wealthquest Corp | 0.04% | Reduce -0.7% | 4,994 | $464K |
| Vicus Capital | 0.04% | Add +1.7% | 4,991 | $463K |
| Seros Financial, LLC | 0.34% | Reduce -6.7% | 4,951 | $460K |
| Oak Harvest Investment Services | 0.06% | Reduce -0.1% | 4,945 | $459K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 4,942 | $459K |
| Marcum Wealth, LLC | 0.04% | Add +5.2% | 4,923 | $457K |
| Fusion Capital, LLC | 0.17% | Add +0.1% | 4,920 | $457K |
| Mosaic Advisors LLC | 0.69% | Add +81.0% | 4,912 | $456K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -2.0% | 4,904 | $455K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -3.9% | 4,888 | $454K |
| Pictet North America Advisors SA | 0.05% | No change | 4,872 | $452K |
| Cape Investment Advisory, Inc. | 0.18% | Add +6.3% | 4,851 | $450K |
| LaFleur & Godfrey LLC | 0.06% | Reduce -5.0% | 4,840 | $449K |
| Fulton Bank, N.A. | 0.02% | Reduce -30.2% | 4,836 | $449K |
| Insight Wealth Strategies, LLC | 0.06% | Add +0.1% | 4,835 | $449K |
| Dynamic Financial Group | 0.45% | Add +0.0% | 4,834 | $449K |
| PUREfi Wealth, LLC | 0.44% | Add +9.2% | 4,790 | $445K |
| Family Office Research LLC | 0.22% | Reduce -19.8% | 4,784 | $444K |
| Visionary Wealth Advisors | 0.03% | Reduce -4.8% | 4,769 | $443K |
| BOS Asset Management, LLC | 0.15% | No change | 4,753 | $441K |
| Family Manage LLC | 0.07% | No change | 4,750 | $441K |
| Genesis Wealth Advisors, LLC | 0.36% | Add +40.9% | 4,744 | $440K |
| O'Connor Financial Group LLC | 0.23% | Add +12.5% | 4,741 | $440K |
| Apollon Financial, LLC | 0.10% | No change | 4,739 | $440K |
| Annex Advisory Services, LLC | 0.01% | Add +5.0% | 4,724 | $438K |
| Howard Financial Services, LTD. | 0.06% | Add +17.6% | 4,720 | $438K |
| Seascape Capital Management | 0.15% | No change | 4,716 | $438K |
| Francis Financial, Inc. | 0.11% | Reduce -9.0% | 4,717 | $438K |
| Objective Capital Management, LLC | 0.56% | Reduce -79.5% | 4,716 | $438K |
| Morton Capital Management LLC | 0.08% | No change | 4,710 | $437K |
| Mengis Capital Management, Inc. | 0.09% | No change | 4,709 | $437K |
| WT Wealth Management | 0.14% | Reduce -6.2% | 4,704 | $437K |
| Hidden Cove Wealth Management, LLC | 0.35% | Reduce -0.6% | 4,703 | $437K |
| Summit Asset Management, LLC | 0.08% | No change | 4,697 | $436K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -27.5% | 4,688 | $435K |
| Baker Tilly Wealth Management, LLC | 0.17% | Add +8.9% | 4,678 | $434K |
| Strategic Financial Concepts, LLC | 0.08% | Reduce -0.9% | 4,673 | $434K |
| GM Advisory Group, LLC | 0.02% | No change | 4,669 | $433K |
| Beverly Hills Private Wealth, LLC | 0.09% | Reduce -9.1% | 4,657 | $432K |
| SwitchPoint Financial Planning, LLC | 0.41% | No change | 4,656 | $432K |
| Capital Management Associates, Inc | 0.10% | Add +100.3% | 4,638 | $431K |
| Accredited Investors Inc. | 0.03% | Reduce -1.0% | 4,638 | $431K |
| Horizon Wealth Management, LLC | 0.07% | Add +0.0% | 4,636 | $430K |
| WNY Asset Management, LLC | 0.05% | No change | 4,600 | $427K |
| Unique Wealth, LLC | 0.08% | Reduce -2.1% | 4,582 | $425K |
| Bank Ozk | 0.18% | Add +5.3% | 4,573 | $425K |
| Trilogy Capital Inc. | 0.02% | Reduce -2.7% | 4,564 | $424K |
| JFG Wealth Management, LLC | 0.10% | Reduce -0.5% | 4,521 | $420K |
| Wealth Preservation Advisors, LLC | 0.30% | — | 4,493 | $417K |
| Sfmg, LLC | 0.03% | No change | 4,491 | $417K |
| Formidable Asset Management, LLC | 0.07% | No change | 4,488 | $417K |
| Condor Capital Management | 0.04% | Reduce -5.8% | 4,486 | $417K |
| Stone Summit Wealth LLC | 0.14% | Reduce -0.9% | 4,476 | $416K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 4,458 | $414K |
| Welch Group, LLC | 0.02% | Add +17.5% | 4,467 | $413K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -1.7% | 4,366 | $413K |
| Newman Dignan & Sheerar, Inc. | 0.11% | Reduce -11.1% | 4,452 | $413K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 4,452 | $413K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -0.1% | 4,450 | $413K |
| Financial Synergies Wealth Advisors, Inc. | 0.05% | Add +0.1% | 4,444 | $413K |
| Truefg, LLC | 0.14% | Reduce -0.3% | 4,436 | $412K |
| MIdWestOne Financial Group, Inc. | 0.06% | No change | 4,435 | $412K |
| United Advisor Group, LLC | 0.08% | Add +1.4% | 4,419 | $410K |
| Arlington Financial Advisors, LLC | 0.07% | New | 4,396 | $408K |
| Old North State Trust, LLC | 0.26% | No change | 4,015 | $408K |
| Brown Wealth Management, LLC | 0.14% | Add +0.9% | 4,394 | $408K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | Reduce -0.6% | 4,171 | $407K |
| BCS Wealth Management | 0.10% | Reduce -0.2% | 4,388 | $407K |
| Relyea Zuckerberg Hanson LLC | 0.05% | No change | 4,372 | $406K |
| Facet Wealth, Inc. | 0.01% | New | 4,170 | $405K |
| Walled Lake Planning & Wealth Management, LLC | 0.14% | Reduce -3.4% | 4,341 | $403K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 4,307 | $400K |
| Legacy Bridge, LLC | 0.22% | Reduce -12.2% | 4,305 | $400K |
| Canvas Wealth Advisors, LLC | 0.10% | Add +12.7% | 4,527 | $400K |
| Swisher Financial Concepts, Inc. | 0.33% | Add +31.7% | 4,279 | $397K |
| BCGM Wealth Management, LLC | 0.12% | Add +3.5% | 4,276 | $397K |
| Main Street Group, LTD | 0.17% | Add +1.6% | 4,274 | $397K |
| Trust Co. of Vermont | 0.02% | Add +31.5% | 4,261 | $396K |
| Glass Jacobson Investment Advisors llc | 0.13% | No change | 3,869 | $393K |
| Eagle Rock Investment Company, LLC | 0.07% | No change | 4,229 | $393K |
| Willner & Heller, LLC | 0.36% | Add +0.1% | 4,228 | $393K |
| Lake Street Private Wealth, LLC | 0.06% | No change | 4,203 | $390K |
| Richards, Merrill & Peterson, Inc. | 0.20% | No change | 4,193 | $389K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | Add +67.7% | 4,175 | $388K |
| Embree Financial Group | 0.06% | Add +3.1% | 4,153 | $385K |
| Novak & Powell Financial Services, Inc. | 0.24% | New | 1,952 | $385K |
| Gotham Asset Management | 0.00% | New | 4,137 | $384K |
| Newton One Investments LLC | 0.14% | No change | 4,135 | $384K |
| Trail Ridge Investment Advisors, LLC | 0.20% | Add +8.1% | 4,133 | $384K |
| TFO Wealth Partners, LLC | 0.08% | New | 4,131 | $383K |
| US Financial Advisors, LLC | 0.11% | No change | 4,107 | $381K |
| Canal Capital Management, LLC | 0.06% | Add +0.1% | 4,093 | $380K |
| Full Sail Capital, LLC | 0.02% | Add +71.0% | 4,087 | $379K |
| Holland Advisory Services, Inc. | 0.57% | Add +0.1% | 4,076 | $378K |
| Jim Saulnier & Associates, LLC | 0.29% | Add +0.5% | 4,068 | $378K |
| Ruggaard & Associates LLC | 0.17% | No change | 4,059 | $377K |
| Secure Asset Management, LLC | 0.08% | Add +6.5% | 4,059 | $377K |
| Aviance Capital Partners, LLC | 0.05% | No change | 4,031 | $374K |
| Kelly Financial Group LLC | 0.12% | Add +27.9% | 4,025 | $374K |
| Koesten, Hirschmann & Crabtree, INC. | 0.21% | Reduce -12.1% | 4,008 | $372K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -4.8% | 3,988 | $370K |
| Floyd Financial Group LLC | 0.33% | Reduce -2.4% | 3,986 | $370K |
| Vishria Bird Financial Group, LLC | 0.13% | No change | 3,964 | $368K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.1% | 3,960 | $368K |
| Northwest Financial Advisors | 0.30% | New | 3,958 | $367K |
| AssuredPartners Investment Advisors, LLC | 0.07% | No change | 3,935 | $365K |
| Garrison Point Advisors, LLC | 0.18% | No change | 3,920 | $364K |
| Westover Capital Advisors, LLC | 0.08% | New | 3,920 | $364K |
| Westwood Holdings Group Inc. | 0.00% | No change | 3,918 | $364K |
| Larson Financial Group LLC | 0.02% | Add +0.9% | 3,916 | $363K |
| Little House Capital LLC | 0.10% | No change | 3,913 | $363K |
| Raab & Moskowitz Asset Management LLC | 0.09% | Reduce -17.7% | 3,909 | $363K |
| SYM FINANCIAL Corp | 0.04% | Reduce -0.7% | 3,898 | $362K |
| Phillips Financial Management, LLC | 0.03% | No change | 3,897 | $362K |
| Fisher Asset Management | 0.00% | Reduce -54.3% | 3,891 | $361K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | No change | 3,889 | $361K |
| Shakespeare Wealth Management, LLC | 0.10% | Reduce -1.6% | 3,884 | $361K |
| TrueWealth Advisors, LLC | 0.12% | Reduce -9.1% | 3,836 | $356K |
| T. Rowe Price Associates Inc. | 0.00% | New | 3,836 | $356K |
| Coyle Financial Counsel LLC | 0.11% | No change | 3,833 | $356K |
| Shearwater Capital LLC | 0.25% | Reduce -3.2% | 3,830 | $356K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -2.9% | 3,828 | $355K |
| HFG Advisors, Inc. | 0.30% | No change | 3,814 | $354K |
| UNIVEST FINANCIAL Corp | 0.02% | Add +0.4% | 3,809 | $354K |
| High Net Worth Advisory Group LLC | 0.10% | Reduce -5.0% | 3,800 | $353K |
| Tradewinds, LLC. | 0.10% | Reduce -2.1% | 3,797 | $352K |
| New Covenant Trust Company, N.A. | 0.37% | New | 3,801 | $352K |
| Sachem Hill LLC | 0.07% | Reduce -4.8% | 3,779 | $351K |
| Accretive Wealth Partners, LLC | 0.12% | New | 3,624 | $349K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | Reduce -6.1% | 3,751 | $348K |
| Monetary Management Group Inc. | 0.09% | No change | 3,750 | $348K |
| Montis Financial, LLC | 0.10% | Reduce -9.6% | 3,741 | $347K |
| Warm Springs Advisors Inc. | 0.35% | No change | 3,736 | $347K |
| Financial Insights, Inc. | 0.14% | Reduce -2.4% | 3,732 | $346K |
| Center For Asset Management LLC | 0.21% | No change | 3,727 | $346K |
| Mascagni Wealth Management, Inc. | 0.34% | No change | 3,725 | $346K |
| Ellenbecker Investment Group | 0.06% | Add +0.1% | 3,712 | $345K |
| Keystone Financial Group | 0.04% | Add +4.0% | 3,699 | $343K |
| Select Asset Management & Trust | 0.14% | New | 3,701 | $343K |
| William Mack & Associates, Inc. | 0.29% | No change | 3,690 | $343K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | Add +3.8% | 3,689 | $342K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 3,352 | $340K |
| Fortis Capital Management LLC | 0.07% | Add +0.0% | 3,666 | $340K |
| Fairway Wealth LLC | 0.13% | Reduce -21.5% | 3,658 | $340K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | Reduce -0.7% | 3,647 | $339K |
| Glen Eagle Advisors, LLC | 0.06% | Add +0.0% | 3,630 | $337K |
| Allium Financial Advisors, LLC | 0.31% | — | 3,629 | $337K |
| Fort Point Capital Partners LLC | 0.04% | No change | 3,628 | $337K |
| Jennison Associates LLC | 0.00% | Reduce -79.1% | 3,616 | $336K |
| Cozad Asset Management Inc. | 0.03% | Add +2.8% | 3,605 | $335K |
| Ellevest, Inc. | 0.02% | Add +0.1% | 3,598 | $334K |
| Partners in Financial Planning | 0.07% | Reduce -6.5% | 3,590 | $333K |
| Inspire Advisors, LLC | 0.04% | Add +22.3% | 3,585 | $333K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -2.0% | 3,545 | $329K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -5.8% | 3,536 | $328K |
| Aurdan Capital Management, LLC | 0.12% | No change | 3,530 | $328K |
| RVW Wealth, LLC | 0.03% | No change | 3,525 | $327K |
| IFC Advisors LLC | 0.07% | Reduce -5.7% | 3,524 | $327K |
| Foguth Wealth Management, LLC. | 0.08% | Reduce -46.1% | 3,508 | $326K |
| Burney Co./ | 0.01% | No change | 3,501 | $325K |
| New Age Alpha Advisors, LLC | 0.01% | Add +741.1% | 3,499 | $325K |
| Arbor Trust Wealth Advisors, LLC | 0.15% | Add +0.1% | 3,497 | $325K |
| Klingman & Associates, LLC | 0.02% | Reduce -39.8% | 3,482 | $323K |
| MWA Asset Management | 0.22% | Add +12.6% | 3,468 | $322K |
| Hubbell Strickland Wealth Management, LLC | 0.15% | Add +0.1% | 3,464 | $322K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -2.2% | 3,462 | $321K |
| RDA Financial Network | 0.10% | Reduce -3.9% | 3,462 | $321K |
| Allegheny Financial Group | 0.08% | No change | 3,456 | $321K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,449 | $320K |
| Salus Financial Advisors, LLC | 0.24% | Reduce -11.2% | 3,441 | $319K |
| Petra Financial Advisors Inc. | 0.26% | No change | 3,436 | $319K |
| Black Swift Group, LLC | 0.07% | New | 3,435 | $319K |
| Independent Wealth Network Inc. | 0.13% | Add +43.1% | 3,428 | $318K |
| Pullen Investment Management, LLC | 0.20% | No change | 3,428 | $318K |
| Caldwell Trust Co | 0.03% | Add +3.0% | 3,415 | $317K |
| Crewe Advisors LLC | 0.04% | Reduce -15.0% | 3,411 | $317K |
| Ingalls & Snyder LLC | 0.01% | Reduce -2.9% | 3,409 | $316K |
| Saxon Interests, Inc. | 0.15% | Reduce -0.2% | 3,403 | $316K |
| Portland Global Advisors LLC | 0.04% | Reduce -1.6% | 3,395 | $315K |
| Truvestments Capital LLC | 0.07% | Add +40.1% | 3,366 | $312K |
| TruWealth Advisors, LLC | 0.02% | No change | 3,352 | $311K |
| McDonald Partners LLC | 0.08% | Add +21.9% | 3,348 | $311K |
| Western Financial Corp | 0.18% | Reduce -6.5% | 3,344 | $310K |
| Edgestream Partners, L.P. | 0.01% | New | 3,339 | $310K |
| PSI Advisors, LLC | 0.10% | Add +1.6% | 3,333 | $309K |
| Clarity Capital Advisors, LLC | 0.20% | Reduce -3.9% | 3,330 | $309K |
| Navalign, LLC | 0.09% | Reduce -9.2% | 3,322 | $308K |
| Allen Capital Group, LLC | 0.04% | Reduce -1.4% | 3,315 | $308K |
| Stiles Financial Services Inc | 0.12% | No change | 3,305 | $307K |
| Jag Capital Management, LLC | 0.04% | Add +1.0% | 3,301 | $306K |
| Colonial Trust Advisors | 0.03% | Reduce -7.2% | 3,301 | $306K |
| G2 Capital Management, LLC / Oh | 0.09% | No change | 3,288 | $305K |
| One Capital Management, LLC | 0.01% | No change | 3,280 | $304K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -50.6% | 3,277 | $304K |
| Running Point Capital Advisors, LLC | 0.10% | New | 3,275 | $304K |
| Barr E S & Co. | 0.02% | No change | 3,270 | $304K |
| Shira Ridge Wealth Management | 0.15% | Add +5.2% | 3,267 | $303K |
| Freedom Day Solutions, LLC | 0.09% | Reduce -0.2% | 3,266 | $303K |
| Portland Financial Advisors Inc | 0.78% | No change | 3,264 | $303K |
| Nalls Sherbakoff Group, LLC | 0.25% | — | 3,262 | $303K |
| Samalin Investment Counsel, LLC | 0.12% | Add +0.1% | 3,248 | $302K |
| L & S Advisors Inc | 0.04% | Add +0.6% | 3,246 | $301K |
| Kingdom Financial Group LLC. | 0.22% | Add +1.7% | 3,240 | $301K |
| Wellment Financial | 0.40% | Reduce -5.7% | 3,237 | $300K |
| United Community Bank | 0.11% | Reduce -2.1% | 3,236 | $300K |
| Wealthcare Capital Management LLC | 0.03% | Add +0.4% | 3,234 | $300K |
| Veery Capital, LLC | 0.12% | Add +13.3% | 3,218 | $299K |
| Prasad Wealth Partners, LLC | 0.10% | Add +0.1% | 3,206 | $298K |
| Paulson Wealth Management Inc. | 0.08% | No change | 3,200 | $297K |
| Roble, Belko & Company, Inc | 0.05% | No change | 3,196 | $297K |
| Landing Point Financial Group, LLC | 0.22% | No change | 3,180 | $295K |
| Montz Harcus Wealth Management LLC | 0.16% | Add +24.7% | 3,170 | $294K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -2.3% | 3,167 | $294K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | No change | 3,158 | $293K |
| Blue Chip Partners, LLC | 0.03% | Reduce -15.3% | 3,152 | $293K |
| Basepoint Wealth LLC | 0.23% | Reduce -19.2% | 3,140 | $292K |
| Global Financial Private Client, LLC | 0.11% | Add +10.1% | 3,140 | $291K |
| Gibbs Wealth Management | 0.07% | Add +35.1% | 3,137 | $291K |
| Mountain Capital Investment Advisors Inc. | 0.06% | Add +3.2% | 3,130 | $291K |
| Integrity Wealth Solutions LLC | 0.16% | Reduce -8.7% | 3,129 | $290K |
| Forum Private Client Group LLC | 0.13% | Reduce -0.2% | 3,126 | $290K |
| Kennicott Capital Management LLC | 0.19% | Reduce -77.3% | 3,124 | $290K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 3,120 | $290K |
| Zullo Investment Group, Inc. | 0.12% | No change | 3,118 | $289K |
| Fortis Advisors, LLC | 0.19% | Add +0.7% | 3,116 | $289K |
| Affinity Wealth Management LLC | 0.05% | Reduce -10.5% | 3,100 | $288K |
| M. Kraus & Co | 0.09% | No change | 3,100 | $288K |
| Core Wealth Management, Inc. | 0.11% | No change | 3,099 | $288K |
| Chicago Capital, LLC | 0.01% | Reduce -53.5% | 3,085 | $286K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.06% | Reduce -6.0% | 3,142 | $286K |
| Gutierrez Wealth Advisory, LLC | 0.23% | Reduce -42.8% | 3,065 | $285K |
| Sargent Investment Group, LLC | 0.05% | No change | 3,062 | $284K |
| Berkshire Money Management, Inc. | 0.03% | Reduce -14.8% | 3,055 | $284K |
| Virtus Wealth Solutions LLC | 0.09% | No change | 3,050 | $283K |
| Oarsman Capital, Inc. | 0.05% | Reduce -14.8% | 3,047 | $283K |
| TPG Advisors LLC | 0.22% | No change | 3,044 | $283K |
| Lockerman Financial Group, Inc. | 0.42% | New | 3,024 | $281K |
| First American Trust, FSB | 0.03% | No change | 3,021 | $280K |
| Steph & Co. | 0.10% | No change | 3,009 | $279K |
| Kirtland Hills Capital Management, LLC | 0.17% | No change | 3,152 | $279K |
| Valued Wealth Advisors LLC | 0.17% | Add +1.6% | 3,003 | $279K |
| Brady Martz Wealth Solutions, LLC | 0.06% | Add +0.0% | 3,002 | $279K |
| 1776 Wealth LLC | 0.13% | No change | 3,000 | $278K |
| Shelton Wealth Management, LLC | 0.16% | Add +0.0% | 2,994 | $278K |
| Delta Investment Management, LLC | 0.06% | Add +0.1% | 2,980 | $277K |
| Texas Capital Bancshares Inc | 0.12% | Reduce -3.9% | 2,980 | $277K |
| Dunhill Financial, LLC | 0.13% | No change | 2,962 | $275K |
| Orange Investment Advisors, Inc. | 0.03% | No change | 2,950 | $274K |
| Three Cord True Wealth Management, LLC | 0.23% | Reduce -18.3% | 2,947 | $274K |
| Vantage Point Financial LLC | 0.14% | New | 2,944 | $273K |
| Advyzon Investment Management, LLC | 0.10% | Reduce -28.9% | 2,944 | $273K |
| Smith, Moore & Co. | 0.03% | Add +10.2% | 2,936 | $273K |
| Midwest Heritage Bank, FSB | 0.11% | Reduce -5.1% | 2,934 | $272K |
| Schrum Private Wealth Management LLC | 0.24% | Reduce -3.9% | 2,932 | $272K |
| Chesapeake Wealth Management | 0.10% | Reduce -0.8% | 2,930 | $272K |
| L.M. Kohn & Company | 0.07% | Reduce -1.2% | 2,916 | $271K |
| Centricity Wealth Management, LLC | 0.25% | Add +5.7% | 2,910 | $270K |
| Regatta Capital Group, LLC | 0.05% | No change | 2,909 | $270K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.8% | 2,906 | $270K |
| Brand Asset Management Group, Inc. | 0.11% | No change | 2,903 | $269K |
| Bremer Bank National Association | 0.05% | No change | 2,890 | $268K |
| Strategic Point Investment Advisors, LLC | 0.04% | No change | 2,880 | $267K |
| NewSquare Capital LLC | 0.02% | No change | 2,843 | $264K |
| Duncker Streett & Co. Inc. | 0.05% | Add +0.0% | 2,835 | $263K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | Add +11.9% | 2,822 | $262K |
| Sagace Wealth Management LLC | 0.20% | Reduce -14.7% | 2,791 | $259K |
| Grove Bank & Trust | 0.03% | No change | 2,781 | $258K |
| Accredited Investor Services, LLC | 0.22% | No change | 2,779 | $258K |
| M3 Advisory Group, LLC | 0.20% | Add +11.1% | 2,778 | $258K |
| Melfa Wealth Management, Inc. | 0.17% | Reduce -21.3% | 2,775 | $258K |
| Rockbridge Investment Management, LCC | 0.03% | Add +4.0% | 2,760 | $256K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +17.8% | 2,756 | $256K |
| Life Line Wealth Management LLC | 0.09% | New | 2,753 | $256K |
| Yousif Capital Management, LLC | 0.00% | Reduce -49.5% | 2,750 | $255K |
| MRA Advisory Group | 0.14% | Add +0.1% | 2,746 | $255K |
| SP Asset Management LLC | 0.02% | Add +0.1% | 2,746 | $255K |
| NovaPoint Capital, LLC | 0.08% | New | 2,740 | $254K |
| Paradigm, Strategies in Wealth Management, LLC | 0.17% | No change | 2,735 | $254K |
| Silverlake Wealth Management LLC | 0.10% | Add +4.5% | 2,730 | $253K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 2,718 | $252K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +26.9% | 2,705 | $251K |
| Avity Investment Management Inc. | 0.02% | No change | 2,695 | $250K |
| CPC Advisors, LLC | 0.03% | Reduce -0.3% | 2,691 | $250K |
| Davidson Trust Co. | 0.12% | Add +3.9% | 2,689 | $250K |
| Talon Private Wealth, LLC | 0.03% | Add +2.2% | 2,682 | $249K |
| United Asset Strategies, Inc. | 0.02% | Add +0.2% | 2,677 | $249K |
| Community Financial Services Group, LLC | 0.05% | Reduce -21.9% | 2,676 | $248K |
| Allred Capital Management, LLC | 0.10% | Add +5.3% | 2,669 | $248K |
| Patten & Patten Inc. | 0.02% | No change | 2,657 | $247K |
| Cibc World Market Inc. | 0.00% | No change | 2,655 | $246K |
| Plum Street Advisors, LLC | 0.12% | No change | 2,651 | $246K |
| Cypress Capital Group | 0.03% | No change | 2,650 | $246K |
| Whalerock Point Partners, LLC | 0.06% | No change | 2,646 | $246K |
| Genesee Capital Advisors, LLC | 0.12% | No change | 2,644 | $245K |
| Cynosure Group, LLC | 0.03% | No change | 2,640 | $245K |
| MCF Advisors LLC | 0.02% | Reduce -70.1% | 2,638 | $245K |
| Mascoma Wealth Management LLC | 0.06% | No change | 2,619 | $243K |
| Gordian Advisors LLC | 0.19% | No change | 2,616 | $243K |
| Crew Capital Management, Ltd | 0.20% | No change | 2,607 | $242K |
| Bluesphere Advisors LLC | 0.14% | Reduce -3.0% | 2,605 | $242K |
| Fischer Financial Services, Inc. | 0.08% | No change | 2,600 | $241K |
| Human Investing LLC | 0.04% | Add +19.5% | 2,597 | $241K |
| Cambridge Financial Group, LLC | 0.10% | No change | 2,591 | $241K |
| Oregon Pacific Wealth Management, LLC | 0.24% | New | 2,590 | $240K |
| LJI Wealth Management, LLC | 0.05% | No change | 2,589 | $240K |
| ARS Investment Partners, LLC | 0.02% | No change | 2,360 | $240K |
| Harbor Group, Inc. | 0.05% | Reduce -2.3% | 2,579 | $239K |
| D'Orazio & Associates, Inc. | 0.04% | No change | 2,577 | $239K |
| SMART Wealth LLC | 0.09% | Add +18.6% | 2,572 | $239K |
| Vestia Personal Wealth Advisors | 0.19% | Add +2.4% | 2,560 | $238K |
| Investment Partners Asset Management, Inc. | 0.19% | Add +1.4% | 2,552 | $237K |
| Maple Capital Management, Inc. | 0.02% | New | 2,546 | $236K |
| McAdam, LLC | 0.01% | Reduce -52.9% | 2,545 | $236K |
| NWF Advisory Services Inc. | 0.03% | Reduce -17.2% | 2,542 | $236K |
| Opinicus Capital, Inc. | 0.21% | Reduce -0.7% | 2,536 | $235K |
| First Bank & Trust | 0.05% | No change | 2,526 | $234K |
| Mattern Capital Management, LLC | 0.03% | Reduce -9.5% | 2,520 | $234K |
| Capital Advisors Wealth Management, LLC | 0.04% | New | 2,512 | $233K |
| Vaughan David Investments LLC | 0.01% | Reduce -16.6% | 2,506 | $233K |
| Good Life Advisors, LLC | 0.02% | Add +10.9% | 2,504 | $232K |
| 1900 Wealth Management LLC | 0.02% | Reduce -17.8% | 2,500 | $232K |
| KKM Financial LLC | 0.10% | Reduce -28.6% | 2,500 | $232K |
| Loomis Sayles & Co. L P | 0.00% | Add +46.8% | 2,501 | $232K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -13.3% | 2,499 | $232K |
| BLB&B Advisors, LLC | 0.01% | Add +0.0% | 2,492 | $231K |
| Quent Capital, LLC | 0.02% | No change | 2,484 | $231K |
| Consolidated Portfolio Review Corp | 0.04% | New | 2,483 | $230K |
| Palouse Capital Management, Inc. | 0.16% | No change | 2,480 | $230K |
| Ledyard National Bank | 0.02% | Reduce -3.6% | 2,479 | $230K |
| Cape Ann Savings Bank | 0.14% | Add +4.2% | 2,476 | $230K |
| Clientfirst Wealth Management, LLC | 0.26% | No change | 2,472 | $229K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -3.4% | 2,458 | $228K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | Reduce -25.9% | 2,457 | $228K |
| Motiv8 Investments LLC | 0.15% | No change | 2,436 | $226K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Add +20.1% | 2,434 | $226K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -1.0% | 2,431 | $226K |
| Uptown Financial Advisors LLC | 0.23% | New | 2,430 | $226K |
| Professional Financial Advisors, LLC | 0.06% | New | 2,430 | $226K |
| Chemistry Wealth Management LLC | 0.05% | No change | 2,427 | $225K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | New | 2,424 | $225K |
| Argentarii, LLC | 0.11% | No change | 2,422 | $225K |
| Windsor Advisory Group, LLC | 0.29% | No change | 2,420 | $225K |
| Founders Financial Alliance, LLC | 0.05% | Add +8.0% | 2,420 | $225K |
| Cornerstone Planning Group LLC | 0.05% | Add +59.7% | 2,483 | $224K |
| Columbus Macro, LLC | 0.03% | No change | 2,412 | $224K |
| Avaii Wealth Management, LLC | 0.12% | Add +0.3% | 2,408 | $224K |
| Everest Private Wealth | 0.20% | No change | 2,408 | $224K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 2,406 | $223K |
| Persium Advisors, LLC | 0.21% | No change | 2,406 | $223K |
| Resources Management Corp. /CT/ | 0.03% | No change | 2,404 | $223K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -21.6% | 2,400 | $223K |
| Parsons Capital Management Inc. | 0.01% | No change | 2,400 | $223K |
| Michels Family Financial, LLC | 0.20% | Add +0.1% | 2,397 | $223K |
| Abound Wealth Management | 0.07% | Add +168.0% | 2,385 | $221K |
| Grey Fox Wealth Advisors, LLC | 0.06% | Reduce -0.1% | 2,381 | $221K |
| Guidance Capital, Inc. | 0.07% | Reduce -45.7% | 2,259 | $220K |
| GTS Securities LLC | 0.01% | New | 2,372 | $220K |
| Certuity, LLC | 0.02% | Reduce -5.6% | 2,368 | $220K |
| Crews Bank & Trust | 0.04% | Add +21.6% | 2,360 | $219K |
| Alpha Advisors, LLC | 0.19% | No change | 2,355 | $219K |
| Greykasell Wealth Strategies, Inc. | 0.12% | No change | 2,346 | $218K |
| Novem Group | 0.03% | Add +7.1% | 2,346 | $218K |
| Presilium Private Wealth, LLC | 0.05% | No change | 2,344 | $218K |
| Heritage Family Offices, LLP | 0.11% | Reduce -4.1% | 2,339 | $217K |
| Richmond Investment Services, LLC | 0.12% | Add +0.0% | 2,336 | $217K |
| DB Fitzpatrick & Co, Inc | 0.20% | No change | 2,322 | $216K |
| Wingate Wealth Advisors, Inc. | 0.25% | Add +3.7% | 2,322 | $216K |
| Twelve Points Wealth Management LLC | 0.06% | No change | 2,320 | $215K |
| Longview Financial Advisors, Inc. | 0.18% | New | 2,311 | $215K |
| Compass Capital Corp. /Ma/ | 0.11% | New | 2,448 | $214K |
| SevenBridge Financial Group, LLC | 0.04% | Reduce -8.4% | 2,128 | $214K |
| Investors Research Corp | 0.05% | Add +64.8% | 2,306 | $214K |
| Mathes Company, Inc. | 0.09% | No change | 2,300 | $214K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -0.5% | 2,300 | $213K |
| Seeds Investor LLC | 0.06% | Reduce -11.7% | 2,298 | $213K |
| Voisard Asset Management Group, Inc. | 0.06% | No change | 2,292 | $213K |
| Geneva Partners, LLC | 0.11% | Add +0.1% | 2,274 | $211K |
| Resonant Capital Advisors, LLC | 0.01% | Add +0.0% | 2,273 | $211K |
| Inlight Wealth Management, LLC | 0.13% | No change | 210,897 | $211K |
| Anb Bank | 0.09% | No change | 2,264 | $210K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 2,260 | $210K |
| Ridgeline Wealth, LLC | 0.18% | Reduce -2.0% | 2,252 | $209K |
| WealthCare Investment Partners, LLC | 0.09% | Add +0.1% | 2,423 | $208K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 2,236 | $208K |
| Blue Investment Partners LLC | 0.08% | No change | 2,229 | $207K |
| Summit Wealth Group, LLC | 0.06% | No change | 2,223 | $206K |
| Menard Financial Group LLC | 0.13% | Reduce -1.6% | 2,129 | $205K |
| SouthState Bank Corp | 0.01% | Add +151.9% | 2,204 | $205K |
| Debussy Capital Management LP | 0.03% | Add +0.1% | 2,196 | $204K |
| Aire Advisors, LLC | 0.04% | New | 2,194 | $204K |
| VSM Wealth Advisory, LLC | 0.07% | Add +0.1% | 2,190 | $203K |
| JSF Financial, LLC | 0.05% | Add +0.1% | 2,189 | $203K |
| Colonial Trust Co / SC | 0.03% | Reduce -2.0% | 2,173 | $202K |
| Horan Securities, Inc. | 0.08% | Add +0.6% | 2,166 | $201K |
| Lanark Financial, Inc. | 0.02% | — | 2,174 | $201K |
| Wealthstar Advisors, LLC | 0.09% | Add +1.9% | 2,165 | $201K |
| Proathlete Wealth Management LLC | 0.07% | Reduce -3.6% | 2,154 | $201K |
| Greenwood Capital Associates LLC | 0.03% | No change | 2,160 | $201K |
| Exchange Capital Management, Inc. | 0.03% | Reduce -14.0% | 2,155 | $200K |
| Goodman Advisory Group, LLC | 0.06% | New | 2,143 | $199K |
| Quest 10 Wealth Builders, Inc. | 0.21% | Add +6.3% | 2,105 | $195K |
| Evermay Wealth Management LLC | 0.03% | Reduce -15.2% | 2,058 | $191K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -2.2% | 2,012 | $187K |
| Darwin Wealth Management, LLC | 0.06% | No change | 1,820 | $185K |
| DiNuzzo Private Wealth, Inc. | 0.02% | New | 1,940 | $180K |
| Nova Wealth Management, Inc. | 0.16% | Add +168.3% | 1,937 | $180K |
| Zions Bancorporation, National Association | 0.01% | — | 1,894 | $176K |
| Headlands Technologies LLC | 0.02% | Reduce -78.7% | 1,880 | $175K |
| TCTC Holdings, LLC | 0.01% | No change | 1,832 | $170K |
| Bfsg, LLC | 0.02% | No change | 1,814 | $168K |
| Strategic Investment Solutions, Inc. | 0.05% | No change | 1,805 | $168K |
| REAP Financial Group, LLC | 0.04% | Reduce -13.0% | 1,805 | $168K |
| Cardiff Park Advisors, LLC | 0.02% | Add +10.8% | 1,795 | $167K |
| Covenant Partners, LLC | 0.05% | No change | 1,733 | $161K |
| Ameriflex Group, Inc. | 0.07% | Add +113.7% | 1,722 | $160K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +2.8% | 1,664 | $154K |
| Asset Dedication, LLC | 0.01% | No change | 1,643 | $153K |
| Atlantic Private Wealth, LLC | 0.11% | Add +0.1% | 1,601 | $149K |
| Realta Investment Advisors | 0.07% | Add +1.9% | 1,594 | $148K |
| Addison Advisors LLC | 0.04% | No change | 1,536 | $143K |
| First PREMIER Bank | 0.04% | No change | 1,530 | $142K |
| Hemington Wealth Management | 0.02% | Reduce -2.0% | 1,527 | $141K |
| Bangor Savings Bank | 0.01% | Reduce -2.4% | 1,473 | $137K |
| Indiana Trust & Investment Management Co | 0.05% | Add +11.1% | 1,453 | $135K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 1,448 | $134K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | No change | 1,428 | $133K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +45.6% | 1,372 | $127K |
| Murphy & Mullick Capital Management Corp | 0.12% | Add +52.8% | 1,351 | $125K |
| Cardinal Strategic Wealth Guidance | 0.04% | No change | 1,326 | $123K |
| Center for Financial Planning, Inc. | 0.02% | No change | 1,318 | $122K |
| Red Tortoise LLC | 0.06% | No change | 1,316 | $122K |
| Black Cypress Capital Management, LLC | 0.11% | Reduce -23.6% | 1,292 | $120K |
| Insight Inv LLC | 0.08% | No change | 1,280 | $119K |
| West Branch Capital LLC | 0.04% | Add +0.1% | 1,248 | $116K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -57.9% | 1,238 | $116K |
| Collier Financial | 0.10% | Reduce -98.5% | 1,232 | $114K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -24.1% | 1,203 | $112K |
| CarsonAllaria Wealth Management, Ltd. | 0.06% | Add +30.8% | 1,199 | $111K |
| FSA Wealth Management LLC | 0.05% | No change | 1,180 | $110K |
| Clearstead Trust, LLC | 0.02% | No change | 1,168 | $108K |
| Wolff Wiese Magana LLC | 0.07% | No change | 1,162 | $108K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 1,153 | $107K |
| Compass Wealth Management LLC | 0.03% | No change | 1,152 | $107K |
| Wood Tarver Financial Group, LLC | 0.03% | No change | 1,100 | $102K |
| MPWM Advisory Solutions, LLC | 0.07% | No change | 1,092 | $101K |
| Milestone Investment Advisors LLC | 0.03% | No change | 1,076 | $100K |
| Atala Financial Inc | 0.07% | Add +4.5% | 1,070 | $99K |
| Aventura Private Wealth, LLC | 0.05% | Add +21.9% | 1,064 | $99K |
| Perritt Capital Management Inc | 0.05% | Add +0.1% | 1,062 | $99K |
| Hoese & Co LLP | 0.08% | No change | 1,032 | $96K |
| IMA Advisory Services, Inc. | 0.01% | New | 1,031 | $96K |
| Register Financial Advisors LLC | 0.05% | Reduce -27.3% | 1,031 | $96K |
| Anchor Investment Management, LLC | 0.01% | Add +0.1% | 1,008 | $94K |
| JDM Financial Group LLC | 0.05% | No change | 996 | $92K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -40.3% | 965 | $90K |
| Holos Integrated Wealth LLC | 0.06% | No change | 957 | $89K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 950 | $88K |
| Tucker Asset Management LLC | 0.03% | Reduce -11.2% | 935 | $87K |
| Motco | 0.01% | No change | 920 | $85K |
| Balentine LLC | 0.00% | No change | 874 | $81K |
| Wealth Advisors of Tampa Bay, LLC | 0.03% | New | 865 | $80K |
| Hoey Investments, Inc. | 0.02% | New | 865 | $80K |
| American National Bank & Trust | 0.01% | New | 854 | $79K |
| Opal Wealth Advisors, LLC | 0.02% | Reduce -86.5% | 848 | $79K |
| Graney & King, LLC | 0.06% | No change | 844 | $78K |
| Armor Investment Advisors, LLC | 0.03% | No change | 838 | $78K |
| Ballast Advisors LLC | 0.02% | Reduce -3.0% | 838 | $78K |
| Rise Advisors, LLC | 0.03% | Add +0.1% | 819 | $76K |
| First Financial Corp. | 0.04% | No change | 805 | $75K |
| TruNorth Capital Management, LLC | 0.02% | No change | 802 | $74K |
| Noble Wealth Management PBC | 0.05% | No change | 800 | $74K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +239.0% | 800 | $74K |
| Pin Oak Investment Advisors Inc. | 0.05% | Reduce -3.0% | 804 | $71K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 756 | $70K |
| IAG Wealth Partners, LLC | 0.01% | Add +6.2% | 754 | $70K |
| Aspect Partners, LLC | 0.04% | No change | 720 | $67K |
| Archer Investment Corp | 0.02% | Reduce -6.2% | 681 | $63K |
| Garrison Bradford & Associates Inc. | 0.07% | New | 677 | $63K |
| Rice Partnership, LLC | 0.01% | No change | 668 | $62K |
| Hantz Financial Services, Inc. | 0.00% | Add +71.8% | 670 | $62K |
| Signature Resources Capital Management, LLC | 0.05% | Add +300.0% | 660 | $61K |
| New Millennium Group LLC | 0.04% | Reduce -61.1% | 652 | $61K |
| Ruedi Wealth Management, Inc. | 0.02% | No change | 643 | $60K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Reduce -73.4% | 642 | $60K |
| Briaud Financial Planning Inc | 0.02% | New | 638 | $59K |
| Lazard Asset Management LLC | 0.00% | No change | 640 | $59K |
| Capital Investment Counsel, Inc | 0.01% | No change | 612 | $57K |
| Sawyer & Company, Inc | 0.02% | No change | 600 | $56K |
| Quantbot Technologies LP | 0.00% | New | 602 | $56K |
| Roxbury Financial LLC | 0.05% | Reduce -47.8% | 545 | $55K |
| Clear Harbor Asset Management, LLC | 0.00% | No change | 592 | $55K |
| Chilton Capital Management LLC | 0.00% | No change | 576 | $53K |
| Curio Wealth, LLC | 0.03% | Reduce -99.8% | 1 | $53K |
| Westside Investment Management, Inc. | 0.01% | Add +15.6% | 555 | $52K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 551 | $51K |
| Independence Bank of Kentucky | 0.01% | No change | 550 | $51K |
| Adirondack Trust Co. | 0.02% | No change | 537 | $50K |
| Dogwood Wealth Management LLC | 0.03% | Reduce -30.7% | 529 | $49K |
| Park Square Financial Group, LLC | 0.04% | Reduce -0.2% | 511 | $47K |
| True Wealth Design, LLC | 0.02% | No change | 501 | $47K |
| Global Wealth Strategies & Associates | 0.01% | Add +0.0% | 492 | $46K |
| Nemes Rush Group LLC | 0.01% | Add +329.5% | 481 | $45K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 481 | $45K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -31.8% | 471 | $44K |
| IMG Wealth Management, Inc. | 0.04% | New | 463 | $43K |
| Kozak & Associates, Inc. | 0.01% | No change | 470 | $43K |
| Avondale Wealth Management | 0.03% | No change | 460 | $43K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 460 | $43K |
| PFS Partners, LLC | 0.02% | Reduce -36.0% | 458 | $42K |
| Christopher J. Hasenberg, Inc | 0.02% | New | 452 | $42K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 452 | $42K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 445 | $41K |
| PrairieView Partners, LLC | 0.00% | No change | 444 | $41K |
| Bellevue Asset Management, LLC | 0.02% | No change | 409 | $38K |
| Atwood & Palmer Inc. | 0.00% | No change | 396 | $37K |
| Compass Financial Services Inc | 0.02% | No change | 390 | $36K |
| Cloud Capital Management, LLC | 0.03% | — | 391 | $36K |
| Financial Connections Group, Inc. | 0.02% | No change | 380 | $35K |
| HighMark Wealth Management LLC | 0.02% | Add +0.8% | 356 | $33K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +8.5% | 356 | $33K |
| BankPlus Trust Department | 0.01% | No change | 355 | $33K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.06% | New | 353 | $33K |
| WASHINGTON TRUST Co | 0.00% | No change | 343 | $32K |
| Copia Wealth Management | 0.03% | No change | 300 | $28K |
| Gleason Group, Inc. | 0.01% | Reduce -58.4% | 297 | $28K |
| GoalVest Advisory LLC | 0.01% | Reduce -5.2% | 292 | $27K |
| Mechanics Financial Corp | 0.01% | New | 290 | $27K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 285 | $26K |
| Flaharty Asset Management, LLC | 0.00% | New | 284 | $26K |
| Elite Financial, Inc. | 0.01% | New | 290 | $26K |
| Chesapeake Asset Management LLC | 0.02% | No change | 276 | $26K |
| DecisionPoint Financial, LLC | 0.01% | No change | 265 | $25K |
| Founders Capital Management | 0.01% | No change | 250 | $23K |
| Centennial Bank | 0.01% | No change | 234 | $22K |
| Morling Financial Advisors, LLC | 0.01% | No change | 234 | $22K |
| Davis Capital Management | 0.02% | No change | 231 | $21K |
| McIlrath & Eck, LLC | 0.00% | No change | 227 | $21K |
| Trifecta Capital Advisors, LLC | 0.00% | Reduce -0.9% | 220 | $20K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 220 | $20K |
| Basso Capital Management, L.P. | 0.02% | No change | 201 | $19K |
| Creative Capital Management Investments LLC | 0.01% | No change | 200 | $19K |
| Versant Capital Management, Inc | 0.00% | No change | 200 | $19K |
| Toth Financial Advisory Corp. | 0.00% | No change | 189 | $18K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 175 | $16K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 170 | $16K |
| Marshall Investment Management, LLC | 0.01% | New | 169 | $16K |
| Creekmur Asset Management LLC | 0.00% | No change | 155 | $14K |
| Brooklyn Investment Group | 0.00% | No change | 154 | $14K |
| Grand Wealth Management, LLC | 0.01% | No change | 149 | $14K |
| Horizons Wealth Management | 0.01% | New | 148 | $14K |
| Pacifica Partners Inc. | 0.01% | No change | 150 | $13K |
| NFSG Corp | 0.00% | Reduce -40.8% | 132 | $12K |
| Field & Main Bank | 0.00% | No change | 128 | $12K |
| Central Pacific Bank - Trust Division | 0.00% | New | 127 | $12K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 121 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +27.3% | 112 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 105 | $10K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 102 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 100 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -48.5% | 88 | $8K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Reduce -1.1% | 86 | $8K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 82 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 81 | $8K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 71 | $7K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 65 | $6K |
| Affinity Wealth LLC | 0.01% | No change | 61 | $6K |
| St Germain D J Co. Inc. | 0.00% | Reduce -76.4% | 56 | $5K |
| SJS Investment Consulting Inc. | 0.00% | New | 55 | $5K |
| Cheviot Value Management, LLC | 0.00% | New | 48 | $5K |
| Whipplewood Advisors, LLC | 0.00% | New | 350 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 49 | $5K |
| Trust Co | 0.00% | No change | 48 | $4K |
| Howe & Rusling Inc. | 0.00% | New | 44 | $4K |
| Financially Speaking Inc | 0.00% | Reduce -99.9% | 34 | $3K |
| Paladin Advisory Group, LLC | 0.00% | Add +57.1% | 33 | $3K |
| Pineridge Advisors LLC | 0.00% | Reduce -33.3% | 30 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 28 | $3K |
| North Capital, Inc. | 0.00% | — | 25 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 16 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 12 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 18 | $1K |
| Arcadia Investment Management Corp. | 0.00% | No change | 10 | $929 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 8 | $742 |
| Simplex Trading, LLC | 0.00% | New | 1 | $0 |
"% 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.