iShares S&P 500 Growth ETFIVWETF
13F holders, Q2 2025 (June 30)1,889holders +52
130new positions
77sold out
7famous investors
$109.62avg. 13F price*
At the end of Q2 2025, 1,889 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 52 from Q1 2025. 130 opened new positions and 77 sold out. The largest holders were Envestnet Asset Management Inc. ($5.0B), JPMorgan Chase & Co. ($4.7B) and Morgan Stanley ($3.7B). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares S&P 500 Growth ETF
- CUSIP
- 464287309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 130 | $479.0M |
| Exits | 77 | $141.8M |
All 13F filers, Q1 2025 → Q2 2025: 16,854,926 shares bought and 22,044,052 shares sold, net −5,189,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,889 holders
| Envestnet Asset Management Inc. | 1.46% | Reduce -5.6% | 45,376,880 | $5.0B |
| JPMorgan Chase & Co. | 0.32% | Reduce -3.3% | 42,378,341 | $4.7B |
| Morgan Stanley | 0.24% | Add +3.2% | 33,994,243 | $3.7B |
| Bank of America Corp. | 0.17% | Reduce -0.7% | 18,692,565 | $2.1B |
| LPL Financial LLC | 0.69% | Reduce -1.6% | 18,628,952 | $2.1B |
| Wells Fargo & Company | 0.38% | Add +0.3% | 15,574,920 | $1.7B |
| UBS Group AG | 0.20% | Reduce -1.3% | 8,834,680 | $972.7M |
| Ameriprise Financial Inc. | 0.23% | Add +6.9% | 8,499,823 | $935.9M |
| Stifel Financial Corp. | 0.76% | Add +0.6% | 7,129,475 | $785.0M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -4.3% | 6,356,266 | $699.8M |
| PNC Financial Services Group, Inc. | 0.40% | Add +1.4% | 5,568,243 | $613.1M |
| Cwm, LLC | 2.04% | Reduce -2.5% | 5,241,399 | $577.1M |
| BlackRock, Inc. | 0.01% | Reduce -6.9% | 4,553,707 | $501.4M |
| Raymond James Financial Inc. | 0.16% | Reduce -2.0% | 4,256,548 | $468.6M |
| M&T Bank Corp | 1.61% | Reduce -5.8% | 4,250,432 | $468.0M |
| Envestnet Portfolio Solutions, Inc. | 1.52% | Reduce -16.3% | 3,746,387 | $412.5M |
| Park Avenue Securities LLC | 3.67% | Reduce -8.0% | 3,628,273 | $399.5M |
| Mariner, LLC | 0.57% | Reduce -1.2% | 3,617,068 | $398.2M |
| Commonwealth Equity Services, LLC | 0.52% | Add +1.9% | 3,599,847 | $396.3M |
| Lido Advisors, LLC | 2.00% | Add +6.4% | 3,418,138 | $376.3M |
| FIL Ltd | 0.32% | New | 3,401,028 | $374.5M |
| MML Investors Services, LLC | 1.06% | Add +0.4% | 3,333,902 | $367.1M |
| Cetera Investment Advisers | 0.61% | Reduce -5.2% | 3,285,356 | $361.7M |
| Royal Bank of Canada | 0.07% | Reduce -0.8% | 3,173,225 | $349.2M |
| Regions Financial Corp. | 2.11% | Add +0.3% | 2,786,865 | $306.8M |
| Jones Financial Companies LLLP | 0.23% | Reduce -38.6% | 2,759,719 | $302.2M |
| HB Wealth Management, LLC | 2.01% | Reduce -8.1% | 2,279,446 | $251.0M |
| Janney Montgomery Scott LLC | 0.65% | Reduce -5.6% | 2,244,255 | $247.1M |
| Osaic Holdings, Inc. | 0.40% | Add +4.1% | 2,065,099 | $227.1M |
| FMR LLC | 0.01% | Reduce -3.6% | 2,048,050 | $225.5M |
| Sofi Wealth, LLC | 13.01% | Add +4.2% | 1,934,851 | $213.0M |
| HighTower Advisors, LLC | 0.26% | Add +5.4% | 1,875,636 | $206.5M |
| Foundations Investment Advisors, LLC | 3.18% | Add +13.2% | 1,829,233 | $201.4M |
| Manufacturers Life Insurance Company, The | 0.17% | Add +329.5% | 1,708,995 | $188.2M |
| NewEdge Advisors, LLC | 0.94% | Reduce -17.3% | 1,659,911 | $182.8M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Reduce -0.2% | 1,656,326 | $182.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -5.7% | 1,626,586 | $179.1M |
| Sanctuary Advisors, LLC | 0.92% | Reduce -7.6% | 1,356,044 | $149.3M |
| US Bancorp \de | 0.19% | Reduce -15.7% | 1,350,593 | $148.7M |
| Two Sigma Investments, LP | 0.26% | Add +84.8% | 1,267,831 | $139.6M |
| Moneta Group Investment Advisors LLC | 1.66% | Add +1.1% | 1,263,378 | $139.1M |
| JB Capital LLC | 6.41% | Reduce -7.4% | 1,201,867 | $132.3M |
| Truist Financial Corp. | 0.19% | Reduce -3.2% | 1,189,481 | $131.0M |
| Rehmann Capital Advisory Group | 7.81% | Add +8.2% | 1,171,070 | $128.9M |
| Midland Wealth Advisors, LLC | 6.92% | Add +0.6% | 1,137,915 | $125.3M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Reduce -4.2% | 1,128,060 | $124.2M |
| MAI Capital Management | 0.85% | Add +5.9% | 1,114,092 | $122.7M |
| United Capital Financial Advisors, LLC | 0.98% | Reduce -10.6% | 1,098,355 | $120.9M |
| Modern Wealth Management, LLC | 2.94% | Reduce -2.0% | 1,083,566 | $119.3M |
| Calamos Wealth Management LLC | 5.12% | Add +0.7% | 1,082,937 | $119.2M |
| Focus Partners Wealth | 0.25% | Add +15.0% | 1,066,510 | $117.4M |
| Courier Capital LLC | 6.81% | Reduce -0.8% | 1,019,483 | $112.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.86% | Reduce -7.1% | 1,005,071 | $110.7M |
| Comerica Bank | 0.42% | Add +0.1% | 985,456 | $108.5M |
| Avantax Advisory Services, Inc. | 0.58% | Reduce -2.9% | 958,227 | $105.5M |
| Baird Financial Group, Inc. | 0.18% | Add +0.7% | 914,023 | $100.6M |
| NorthCoast Asset Management LLC | 0.41% | Add +49.6% | 869,187 | $95.7M |
| LVZ, Inc. | 11.35% | Add +1.7% | 859,735 | $94.7M |
| Keybank National Association | 0.32% | Add +2.1% | 773,788 | $85.2M |
| Steward Partners Investment Advisory, LLC | 0.66% | Add +44.2% | 763,497 | $84.1M |
| Advocacy Wealth Management, LLC | 5.06% | Reduce -7.0% | 748,838 | $82.4M |
| World Investment Advisors | 1.86% | Add +104.4% | 744,016 | $81.9M |
| Ascent Group, LLC | 3.14% | Reduce -9.1% | 733,202 | $80.7M |
| Northern Trust Corp. | 0.01% | Reduce -0.5% | 731,049 | $80.5M |
| Fifth Third Bancorp | 0.28% | Reduce -1.5% | 727,471 | $80.1M |
| Modera Wealth Management, LLC | 0.98% | Reduce -1.7% | 720,950 | $79.4M |
| Kestra Advisory Services, LLC | 0.38% | Add +11.9% | 710,137 | $78.2M |
| Calydon Capital | 7.59% | Add +100.2% | 703,346 | $77.4M |
| Private Advisor Group, LLC | 0.41% | Add +4.1% | 691,656 | $76.2M |
| EP Wealth Advisors, LLC | 0.49% | Add +487.9% | 679,544 | $74.8M |
| Rockefeller Capital Management L.P. | 0.16% | Add +2.0% | 663,805 | $73.3M |
| AE Wealth Management LLC | 0.54% | Reduce -8.7% | 666,017 | $73.3M |
| Salomon & Ludwin, LLC | 7.16% | Reduce -4.0% | 660,026 | $72.4M |
| Creative Planning | 0.06% | Reduce -2.5% | 641,855 | $70.7M |
| Stegner Investment Associates Inc. | 42.90% | Reduce -0.2% | 635,921 | $70.0M |
| Valmark Advisers, Inc. | 0.97% | Reduce -7.1% | 632,317 | $69.6M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +1.5% | 615,606 | $68.2M |
| SCS Capital Management LLC | 0.73% | Add +5.2% | 602,015 | $66.3M |
| SilverOak Wealth Management LLC | 12.01% | Add +0.0% | 581,186 | $64.0M |
| USA Financial Formulas | 10.77% | Reduce -56.4% | 573,100 | $63.1M |
| Bank of Montreal | 0.03% | Reduce -3.1% | 560,084 | $61.7M |
| Allworth Financial LP | 0.28% | Reduce -1.2% | 536,675 | $59.1M |
| Austin Private Wealth, LLC | 4.64% | Reduce -15.0% | 532,183 | $58.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 3.47% | Reduce -26.8% | 520,000 | $57.3M |
| North Star Investment Management Corp. | 3.97% | Reduce -1.0% | 517,275 | $57.0M |
| Integrated Wealth Concepts LLC | 0.57% | Reduce -1.9% | 515,263 | $56.7M |
| Probity Advisors, Inc. | 9.79% | Add +1.1% | 506,561 | $55.8M |
| Thrivent Financial for Lutherans | 0.12% | Reduce -64.5% | 485,530 | $53.5M |
| Parallel Advisors, LLC | 1.05% | Add +5.7% | 476,097 | $52.4M |
| Captrust Financial Advisors | 0.12% | Add +3.4% | 475,910 | $52.4M |
| CreativeOne Wealth, LLC | 1.35% | Reduce -4.5% | 468,852 | $51.6M |
| Waverly Advisors, LLC | 0.55% | Add +10.7% | 451,445 | $49.7M |
| Choreo, LLC | 0.68% | Reduce -6.8% | 445,816 | $49.1M |
| OneDigital Investment Advisors LLC | 0.54% | Reduce -10.4% | 442,922 | $48.8M |
| Atria Investments, Inc | 0.57% | Reduce -5.6% | 437,502 | $48.2M |
| West Wealth Group, LLC | 11.92% | Reduce -22.8% | 419,087 | $47.9M |
| Sigma Planning Corp | 1.42% | Add +2.7% | 427,873 | $47.1M |
| Icon Wealth Advisors, LLC | 3.32% | Reduce -0.1% | 423,504 | $46.6M |
| 1834 Investment Advisors Co. | 5.70% | Reduce -7.1% | 409,110 | $45.0M |
| MA Private Wealth | 7.71% | Add +19.2% | 391,480 | $43.1M |
| Financial Life Advisors | 14.68% | Reduce -0.9% | 389,746 | $42.9M |
| Connecticut Wealth Management, LLC | 2.04% | Reduce -1.4% | 389,297 | $42.9M |
| Principal Securities, Inc. | 0.80% | Add +14.2% | 384,442 | $42.3M |
| Encompass Wealth Advisors, LLC | 15.24% | Add +1.0% | 377,513 | $41.6M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -7.4% | 370,567 | $40.8M |
| Lee Financial Co | 5.75% | Add +2.0% | 364,405 | $40.1M |
| Foundation Wealth Management, LLC | 27.87% | Add +1.2% | 363,453 | $40.0M |
| Clearstead Advisors, LLC | 0.56% | Add +0.7% | 362,641 | $39.9M |
| &partners | 0.29% | Add +61.5% | 346,573 | $38.2M |
| Citigroup Inc. | 0.03% | Reduce -1.1% | 343,062 | $37.8M |
| Busey Bank | 1.15% | Reduce -1.1% | 341,514 | $37.6M |
| Greenleaf Trust | 0.33% | Add +0.7% | 341,181 | $37.6M |
| LMG Wealth Partners, LLC | 7.57% | Reduce -1.2% | 334,529 | $36.8M |
| Atria Wealth Solutions, Inc. | 0.83% | Reduce -53.7% | 332,486 | $36.6M |
| Praetorian Wealth Management, Inc. | 8.22% | Reduce -56.6% | 324,536 | $35.7M |
| Pathstone Holdings, LLC | 0.14% | Reduce -2.2% | 323,169 | $35.6M |
| BOK Financial Private Wealth, Inc. | 2.37% | Reduce -3.9% | 322,406 | $35.5M |
| Sharkey, Howes & Javer | 4.75% | Reduce -1.4% | 321,976 | $35.4M |
| Cerity Partners LLC | 0.06% | Reduce -0.4% | 321,673 | $35.4M |
| Bokf, NA | 0.57% | Reduce -7.6% | 321,034 | $35.3M |
| Orion Porfolio Solutions, LLC | 0.30% | Add +19.3% | 315,175 | $34.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -24.4% | 314,771 | $34.7M |
| Amarillo National Bank | 6.40% | Reduce -0.7% | 312,922 | $34.5M |
| Concurrent Investment Advisors, LLC | 0.66% | Add +94.5% | 310,985 | $34.2M |
| Arkadios Wealth Advisors | 1.01% | Add +14.2% | 305,691 | $33.7M |
| MV Capital Management, Inc. | 3.42% | Reduce -4.2% | 302,048 | $33.3M |
| Stone House Investment Management, LLC | 5.93% | Reduce -7.0% | 293,141 | $32.3M |
| SteelPeak Wealth, LLC | 1.26% | Reduce -8.4% | 292,831 | $32.2M |
| Powell Investment Advisors, LLC | 12.10% | Add +7.9% | 292,743 | $32.2M |
| Stratos Wealth Partners, LTD. | 0.44% | Add +1.1% | 291,567 | $32.1M |
| J.W. Cole Advisors, Inc. | 0.68% | Add +21.1% | 288,427 | $31.8M |
| Wealthspire Advisors, LLC | 0.18% | Reduce -44.3% | 285,670 | $31.5M |
| Three Seasons Wealth, LLC | 3.59% | Add +9.8% | 283,996 | $31.3M |
| Beacon Pointe Advisors, LLC | 0.32% | Add +0.1% | 279,731 | $30.8M |
| First Hawaiian Bank | 4.13% | Reduce -2.3% | 276,280 | $30.4M |
| TD Private Client Wealth LLC | 0.75% | Add +7.2% | 276,164 | $30.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.65% | Add +0.4% | 275,590 | $30.3M |
| Silicon Valley Capital Partners | 3.16% | Reduce -0.6% | 274,726 | $30.2M |
| Corient Private Wealth LP | 0.04% | Reduce -46.0% | 275,124 | $30.2M |
| First Horizon Advisors, Inc. | 0.78% | Reduce -2.3% | 272,896 | $30.0M |
| Wilmington Savings Fund Society, FSB | 0.53% | Reduce -3.7% | 270,791 | $29.8M |
| Stokes Family Office, LLC | 3.12% | Reduce -7.0% | 270,156 | $29.7M |
| Ewa, LLC | 9.22% | Reduce -23.0% | 265,975 | $29.3M |
| Sagespring Wealth Partners, LLC | 0.63% | Add +36.9% | 264,742 | $29.1M |
| Gladstone Institutional Advisory LLC | 1.20% | Add +6.6% | 264,657 | $29.1M |
| First Merchants Corp. | 1.13% | Reduce -1.8% | 264,520 | $29.1M |
| Blue Edge Capital, LLC | 4.31% | Reduce -0.1% | 263,075 | $29.0M |
| Pinkerton Wealth, LLC | 3.44% | Reduce -77.0% | 261,512 | $28.8M |
| Pettinga Financial Advisors LLC | 6.28% | Reduce -10.4% | 260,255 | $28.7M |
| Cahill Financial Advisors Inc. | 3.54% | Reduce -1.0% | 259,385 | $28.6M |
| Capital Analysts, LLC | 0.95% | Add +30.5% | 259,097 | $28.5M |
| First Heartland Consultants, Inc. | 2.53% | Add +48.0% | 258,099 | $28.4M |
| Horst & Graben Wealth Management LLC | 4.66% | Reduce -11.6% | 255,430 | $28.1M |
| Sequoia Financial Advisors, LLC | 0.19% | Add +1.8% | 254,899 | $28.1M |
| High Falls Advisors, Inc | 6.14% | Reduce -12.8% | 252,044 | $27.8M |
| Financial Engines Advisors L.L.C. | 0.06% | Reduce -8.7% | 251,213 | $27.7M |
| Liberty Wealth Management LLC | 4.33% | Add +2.8% | 250,770 | $27.6M |
| ShoreHaven Wealth Partners, LLC | 11.30% | Reduce -3.5% | 250,570 | $27.6M |
| Smith Anglin Financial, LLC | 2.48% | Add +17.8% | 248,802 | $27.4M |
| Natixis Advisors, LLC | 0.04% | Add +66.0% | 248,604 | $27.4M |
| Droms Strauss Advisors Inc. /Mo/ | 8.38% | Reduce -0.5% | 248,054 | $27.3M |
| Graypoint LLC | 1.52% | Add +6.2% | 245,528 | $27.0M |
| Kwmg, LLC | 2.53% | Add +1.0% | 244,848 | $27.0M |
| Barings LLC | 0.64% | Add +644.1% | 244,432 | $26.9M |
| Security Financial Services, INC. | 4.75% | Reduce -7.3% | 244,403 | $26.9M |
| ADG Wealth Management Group, LLC | 22.81% | Add +18.2% | 243,373 | $26.8M |
| HSBC Holdings PLC | 0.02% | Add +47.3% | 241,400 | $26.6M |
| Global Retirement Partners, LLC | 0.66% | — | 241,360 | $26.6M |
| IFP Advisors, Inc | 0.75% | Add +572.2% | 240,326 | $26.5M |
| Apollon Wealth Management, LLC | 0.52% | Reduce -0.9% | 237,536 | $26.2M |
| Csenge Advisory Group | 1.36% | Reduce -1.6% | 249,776 | $25.9M |
| McMorgan & Co. LLC | 3.80% | Reduce -2.0% | 234,140 | $25.8M |
| Detalus Advisors, LLC | 7.41% | Reduce -3.3% | 232,067 | $25.6M |
| Merit Financial Group, LLC | 0.28% | Add +3.5% | 230,405 | $25.4M |
| SPC Financial, Inc. | 2.11% | Reduce -2.1% | 228,798 | $25.2M |
| Integrity Alliance, Llc. | 1.38% | Reduce -38.0% | 228,782 | $25.2M |
| Kestra Private Wealth Services, LLC | 0.36% | Add +1.7% | 228,650 | $25.2M |
| Sharp Wealth Advisory, LLC | 16.21% | Add +11.6% | 228,223 | $25.1M |
| Per Stirling Capital Management, LLC. | 3.24% | Reduce -1.2% | 225,622 | $24.8M |
| Ameritas Investment Partners, Inc. | 0.78% | Reduce -14.2% | 224,702 | $24.7M |
| Wealth Alliance, LLC | 2.74% | Add +15.4% | 222,982 | $24.6M |
| StoneX Group Inc. | 1.19% | Reduce -7.8% | 222,709 | $24.5M |
| Saiph Capital, LLC | 9.51% | Reduce -10.1% | 221,825 | $24.4M |
| Western Wealth Management, LLC | 1.45% | Reduce -1.3% | 221,708 | $24.4M |
| Avior Wealth Management, LLC | 0.84% | Add +0.8% | 221,662 | $24.4M |
| Arax Advisory Partners | 1.10% | Add +1094.0% | 193,687 | $23.9M |
| Composition Wealth, LLC | 0.40% | Add +1.0% | 216,246 | $23.8M |
| Brookstone Capital Management | 0.31% | Add +2.2% | 214,890 | $23.7M |
| One Wealth Advisors, LLC | 3.25% | Reduce -10.7% | 212,095 | $23.4M |
| GHP Investment Advisors, Inc. | 1.01% | Reduce -1.1% | 206,911 | $22.8M |
| Farther Finance Advisors, LLC | 0.46% | Reduce -44.0% | 206,510 | $22.7M |
| Spire Wealth Management | 0.80% | Reduce -2.1% | 201,582 | $22.2M |
| Citizens Financial Group Inc. | 0.35% | Add +12.5% | 198,742 | $21.9M |
| Guidance Point Advisors, LLC | 5.80% | Reduce -0.4% | 197,901 | $21.8M |
| Scissortail Wealth Management, LLC | 5.21% | Add +0.6% | 197,037 | $21.7M |
| Avantax Planning Partners, Inc. | 0.69% | Add +19.0% | 196,354 | $21.6M |
| Sei Investments Co. | 0.02% | Reduce -1.8% | 193,825 | $21.3M |
| Physician Wealth Advisors, Inc. | 3.31% | Reduce -15.1% | 191,498 | $21.1M |
| Blue Trust, Inc. | 0.25% | Reduce -13.5% | 189,777 | $20.9M |
| Cullen/Frost Bankers, Inc. | 0.26% | Reduce -0.2% | 189,534 | $20.9M |
| Kelly Financial Services LLC | 6.04% | Reduce -7.1% | 186,207 | $20.5M |
| Dynasty Wealth Management, LLC | 0.35% | Reduce -16.8% | 185,503 | $20.4M |
| UMB Bank, n.a. | 0.32% | Reduce -4.9% | 184,520 | $20.3M |
| Keystone Financial Services | 6.85% | Reduce -13.3% | 182,819 | $20.1M |
| FAS Wealth Partners, Inc. | 1.48% | Add +0.5% | 182,133 | $20.1M |
| Ifrah Financial Services, Inc. | 5.47% | Reduce -1.4% | 182,086 | $20.0M |
| CFS Investment Advisory Services, LLC | 1.62% | Reduce -8.0% | 180,019 | $19.8M |
| PAX Financial Group, LLC | 3.78% | Reduce -7.8% | 179,732 | $19.8M |
| Callan Family Office, LLC | 0.62% | Add +0.5% | 178,398 | $19.6M |
| Trek Financial, LLC | 1.31% | Reduce -3.5% | 178,046 | $19.6M |
| Equitable Holdings, Inc. | 0.16% | Reduce -21.5% | 176,037 | $19.4M |
| Sterling Investment Counsel, LLC | 11.34% | Reduce -40.7% | 175,732 | $19.3M |
| VestGen Advisors, LLC | 0.77% | Reduce -5.5% | 169,413 | $19.3M |
| Triad Wealth Partners, LLC | 3.88% | Reduce -5.2% | 174,383 | $19.2M |
| Adaptive Financial Consulting, LLC | 8.00% | Reduce -5.3% | 173,949 | $19.2M |
| CoreCap Advisors, LLC | 0.77% | Add +26.1% | 173,164 | $19.1M |
| Independent Solutions Wealth Management, LLC | 3.69% | Add +0.8% | 171,496 | $18.9M |
| ONE Advisory Partners, LLC | 6.27% | Reduce -5.1% | 166,133 | $18.8M |
| MJT & Associates Financial Advisory Group, Inc. | 23.26% | Add +2.8% | 170,294 | $18.7M |
| Silvercrest Asset Management Group LLC | 0.13% | Reduce -0.1% | 169,491 | $18.7M |
| Cresset Asset Management, LLC | 0.09% | Reduce -6.1% | 169,370 | $18.6M |
| Asset Management One Co., Ltd. | 0.06% | New | 167,800 | $18.5M |
| Sunbelt Securities, Inc. | 1.62% | Add +1.4% | 180,858 | $18.4M |
| Meridian Wealth Partners, LLC | 2.63% | Reduce -0.1% | 164,750 | $18.1M |
| Johnson Investment Counsel Inc. | 0.16% | Add +5.4% | 164,057 | $18.1M |
| Laird Norton Wetherby Trust Company, LLC | 2.48% | Reduce -0.5% | 163,647 | $18.0M |
| Royal Fund Management, LLC | 1.92% | Add +1230.2% | 163,099 | $18.0M |
| Focus Financial Network, Inc. | 0.71% | Reduce -13.9% | 162,247 | $17.9M |
| Financial Advocates Investment Management | 1.45% | Reduce -25.1% | 160,919 | $17.7M |
| Mesirow Financial Investment Management, Inc. | 0.34% | Reduce -2.2% | 160,286 | $17.6M |
| Prosperity Consulting Group, LLC | 1.28% | Reduce -3.5% | 158,908 | $17.5M |
| DT Investment Partners, LLC | 1.54% | No change | 155,923 | $17.2M |
| Sterling Financial Planning, Inc. | 5.72% | Add +0.8% | 155,540 | $17.1M |
| Acropolis Investment Management, LLC | 0.94% | Add +0.1% | 155,005 | $17.1M |
| Capital Advisors, Ltd. LLC | 2.10% | Reduce -0.2% | 154,835 | $17.0M |
| Ieq Capital, LLC | 0.10% | Reduce -41.7% | 152,306 | $16.8M |
| Savant Capital, LLC | 0.12% | Add +22.3% | 151,857 | $16.7M |
| Trust Point Inc. | 1.58% | Reduce -0.1% | 151,750 | $16.7M |
| Rodgers & Associates, LTD | 1.84% | Reduce -7.7% | 151,746 | $16.7M |
| TCP Asset Management, LLC | 3.31% | Add +3.5% | 151,595 | $16.7M |
| McNaughton Wealth Management, LLC | 7.43% | Reduce -8.6% | 151,419 | $16.7M |
| M1 Capital Management LLC | 8.38% | Reduce -12.4% | 150,929 | $16.6M |
| Legacy Financial Group LLC | 2.32% | Reduce -4.9% | 150,916 | $16.6M |
| Assetmark, Inc. | 0.04% | Add +13.9% | 149,419 | $16.5M |
| Eq LLC | 6.36% | Add +346.1% | 148,854 | $16.4M |
| Instrumental Wealth, LLC | 13.01% | Add +2.6% | 147,101 | $16.4M |
| Carbahal Olsen Financial Services Group, LLC | 13.90% | Reduce -0.7% | 148,112 | $16.3M |
| Kilter Group LLC | 8.58% | Reduce -7.4% | 147,983 | $16.3M |
| Swmg, LLC | 5.47% | Add +12.2% | 142,314 | $16.3M |
| WealthShield Partners, LLC | 1.95% | Reduce -8.7% | 146,208 | $16.1M |
| Watts Gwilliam & Co., LLC | 2.64% | Add +4.9% | 133,975 | $16.1M |
| JFS Wealth Advisors, LLC | 1.01% | Reduce -4.7% | 144,551 | $15.9M |
| Advisory Services Network, LLC | 0.26% | Reduce -45.2% | 139,461 | $15.9M |
| Ironwood Financial, llc | 3.40% | No change | 170,984 | $15.9M |
| Patton Albertson Miller Group, LLC | 2.09% | Add +25.3% | 143,948 | $15.8M |
| Barrett & Company, Inc. | 5.93% | Add +12.8% | 143,761 | $15.8M |
| Invst, LLC | 1.97% | Add +1.4% | 143,746 | $15.8M |
| Mutual Advisors, LLC | 0.39% | Add +6.5% | 137,853 | $15.7M |
| Snowden Capital Advisors LLC | 0.46% | Reduce -14.1% | 141,445 | $15.6M |
| Blair William & Co. | 0.04% | Reduce -3.3% | 141,169 | $15.5M |
| Fifth Third Securities, Inc. | 1.16% | Reduce -1.5% | 140,016 | $15.4M |
| Carl P. Sherr & Co., LLC | 7.77% | Reduce -2.8% | 139,624 | $15.4M |
| Cypress Wealth Services, LLC | 2.69% | Reduce -24.9% | 136,599 | $15.0M |
| Keebeck Wealth Management | 1.89% | Reduce -13.5% | 130,769 | $14.4M |
| Regal Investment Advisors LLC | 1.08% | Reduce -6.5% | 130,213 | $14.3M |
| Peapack Gladstone Financial Corp. | 0.20% | Reduce -1.0% | 129,376 | $14.2M |
| LBMC Investment Advisors, LLC | 1.01% | Reduce -3.6% | 128,432 | $14.1M |
| Great Valley Advisor Group, Inc. | 0.31% | Reduce -1.9% | 128,222 | $14.1M |
| Argent Trust Co | 0.53% | Add +1.6% | 127,909 | $14.1M |
| Clear Creek Financial Management, LLC | 1.34% | Reduce -64.7% | 127,678 | $14.1M |
| Rothschild Wealth LLC | 3.44% | Reduce -14.9% | 127,522 | $14.0M |
| Perkins Coie Trust Co | 2.37% | Reduce -2.1% | 126,267 | $13.9M |
| Willis Johnson & Associates, Inc. | 0.94% | Add +5.8% | 125,732 | $13.8M |
| Nicolet Bankshares Inc. | 2.31% | Add +0.0% | 121,681 | $13.4M |
| Brown Advisory Inc. | 0.02% | Add +9.2% | 120,660 | $13.3M |
| W Advisors, LLC | 7.55% | Reduce -4.0% | 119,545 | $13.2M |
| Avid Wealth Partners LLC | 7.49% | Add +11.1% | 118,943 | $13.1M |
| WCG Wealth Advisors LLC | 0.85% | Add +4.2% | 118,929 | $13.1M |
| United Bank | 1.55% | Reduce -0.9% | 117,779 | $13.0M |
| Koss-Olinger Consulting, LLC | 1.06% | Reduce -3.6% | 117,757 | $13.0M |
| CX Institutional | 0.45% | Reduce -0.2% | 117,390 | $12.9M |
| Ascent Capital Management, LLC | 11.45% | Add +0.9% | 117,123 | $12.9M |
| Beese Fulmer Investment Management, Inc. | 0.96% | Add +4219.1% | 116,833 | $12.9M |
| Founders Grove Wealth Partners, LLC | 3.21% | Reduce -1.5% | 116,304 | $12.8M |
| Farmers & Merchants Investments Inc. | 0.37% | Reduce -1.1% | 115,559 | $12.7M |
| Bay Harbor Wealth Management, LLC | 3.66% | Reduce -11.4% | 114,763 | $12.6M |
| Centerpoint Advisors, LLC | 4.28% | Reduce -7.7% | 114,678 | $12.6M |
| Simplicity Wealth,LLC | 0.52% | Add +75.2% | 113,773 | $12.5M |
| Lansing Street Advisors | 3.70% | Add +6.3% | 112,782 | $12.4M |
| Mayflower Financial Advisors, LLC | 1.72% | Reduce -4.2% | 112,181 | $12.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.55% | — | 112,123 | $12.3M |
| Sovran Advisors, LLC | 1.29% | Add +4.2% | 112,218 | $12.3M |
| Midwest Financial Group LLC | 6.43% | Reduce -3.3% | 111,124 | $12.2M |
| True Freedom Investing, LLC | 4.79% | — | 110,458 | $12.2M |
| Blue Zone Wealth Advisors, LLC | 3.03% | Reduce -1.0% | 110,090 | $12.1M |
| Forthright Family Wealth Advisory LLC | 7.67% | Reduce -2.0% | 110,003 | $12.1M |
| Traynor Capital Management, Inc. | 0.85% | Add +1.8% | 110,402 | $12.0M |
| Ashton Thomas Private Wealth, LLC | 0.42% | Reduce -21.9% | 108,989 | $12.0M |
| YHB Investment Advisors, Inc. | 0.92% | Add +0.1% | 108,028 | $11.9M |
| Lee, Kelleher & Klein Wealth Management | 7.83% | Reduce -0.8% | 106,988 | $11.8M |
| Level Four Advisory Services, LLC | 0.43% | Reduce -0.9% | 106,937 | $11.8M |
| Planned Solutions, Inc. | 4.49% | Add +632.3% | 106,080 | $11.7M |
| Perigon Wealth Management, LLC | 0.27% | Add +0.7% | 105,043 | $11.6M |
| Financial Advisors Network, Inc. | 1.74% | Reduce -0.7% | 104,572 | $11.5M |
| Gallagher Capital Advisors, LLC | 9.24% | Reduce -41.5% | 100,300 | $11.4M |
| Quantinno Capital Management LP | 0.05% | Add +30.6% | 103,618 | $11.4M |
| Signature Wealth Management Partners, LLC | 6.39% | Reduce -1.3% | 101,483 | $11.2M |
| First Financial Bank - Trust Division | 0.98% | Add +0.9% | 101,390 | $11.2M |
| Hancock Whitney Corp. | 0.21% | Add +2.7% | 101,214 | $11.1M |
| Horizon Family Wealth, Inc. | 6.79% | Add +3.3% | 101,059 | $11.1M |
| Twin Focus Capital Partners, LLC | 1.54% | Add +16.0% | 100,205 | $11.0M |
| Howard Capital Management, LLC | 0.16% | Reduce -2.3% | 99,888 | $11.0M |
| Pacific Financial Group Inc. | 8.56% | Reduce -7.4% | 99,572 | $11.0M |
| Peoples Bank | 6.66% | Reduce -1.6% | 97,926 | $10.8M |
| Pallas Capital Advisors LLC | 0.41% | Add +193.9% | 97,659 | $10.8M |
| Ehrlich Financial Group | 6.96% | Reduce -17.6% | 97,596 | $10.7M |
| Geneos Wealth Management Inc. | 0.26% | Add +4.5% | 97,553 | $10.7M |
| KMG Fiduciary Partners, LLC | 0.80% | Add +3.6% | 97,490 | $10.7M |
| Associated Banc-Corp | 0.30% | Add +10.1% | 97,209 | $10.7M |
| EPG Wealth Management LLC | 3.21% | Reduce -1.6% | 97,018 | $10.7M |
| TSA Wealth Managment LLC | 3.89% | Reduce -35.3% | 96,647 | $10.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -21.4% | 96,274 | $10.6M |
| BKM Wealth Management, LLC | 4.14% | Reduce -2.1% | 96,263 | $10.6M |
| Resolute Wealth Advisor, Inc. | 5.98% | — | 92,942 | $10.5M |
| North Berkeley Wealth Management, LLC | 9.64% | Add +13.6% | 95,473 | $10.5M |
| Broadview Financial Management, LLC | 7.10% | Reduce -10.0% | 94,914 | $10.5M |
| Financial Perspectives, Inc | 3.15% | Add +2.2% | 94,664 | $10.4M |
| Tiaa Trust, National Association | 0.03% | Reduce -1.3% | 94,128 | $10.4M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -13.2% | 93,704 | $10.3M |
| Maia Wealth LLC | 1.96% | Reduce -19.0% | 93,460 | $10.3M |
| Robertson Stephens Wealth Management, LLC | 0.35% | Reduce -35.0% | 92,864 | $10.2M |
| AQR Capital Management | 0.01% | Add +38.1% | 92,691 | $10.2M |
| Harbour Investments, Inc. | 0.26% | Reduce -10.5% | 92,584 | $10.2M |
| Pinnacle Financial Partners Inc | 0.21% | Reduce -0.8% | 91,625 | $10.1M |
| Net Worth Advisory Group | 2.24% | Add +770.2% | 91,594 | $10.1M |
| Ancora Advisors LLC | 0.21% | Add +7.3% | 90,651 | $10.0M |
| RPS Advisory Solutions LLC | 5.45% | Add +903.9% | 90,280 | $9.9M |
| Simon Quick Advisors, LLC | 0.50% | Reduce -6.1% | 89,925 | $9.9M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -2.5% | 89,057 | $9.8M |
| Vertex Planning Partners, LLC | 2.04% | Reduce -17.4% | 88,939 | $9.8M |
| Wellspring Financial Advisors, LLC | 0.87% | Add +2.3% | 88,328 | $9.7M |
| Camarda Financial Advisors, LLC | 3.81% | Reduce -63.0% | 88,096 | $9.7M |
| Tilson Financial Group, Inc. | 3.60% | Add +11.4% | 86,628 | $9.5M |
| Conning Inc. | 0.34% | Add +94.4% | 86,310 | $9.5M |
| Element Pointe Advisors, LLC | 2.28% | No change | 85,692 | $9.4M |
| Coldstream Capital Management Inc. | 0.15% | Reduce -7.3% | 85,127 | $9.4M |
| SigFig Wealth Management, LLC | 0.31% | Reduce -10.1% | 84,919 | $9.3M |
| Wescott Financial Advisory Group, LLC | 0.89% | Add +3.1% | 84,287 | $9.3M |
| Norden Group LLC | 1.00% | Reduce -65.2% | 83,915 | $9.2M |
| FineMark National Bank & Trust | 0.31% | Reduce -1.5% | 83,883 | $9.2M |
| Quadrant Private Wealth Management, LLC | 1.90% | Add +8.1% | 83,032 | $9.1M |
| Apeiron RIA LLC | 2.35% | Add +8.1% | 82,846 | $9.1M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Reduce -40.3% | 82,411 | $9.1M |
| Hobbs Wealth Management, LLC | 8.65% | Reduce -13.1% | 82,311 | $9.1M |
| Centaurus Financial, Inc. | 0.52% | Reduce -37.9% | 81,234 | $8.9M |
| Buck Wealth Strategies, LLC | 1.36% | Add +22.7% | 80,794 | $8.9M |
| Alpine Bank Wealth Management | 1.34% | Reduce -0.5% | 80,422 | $8.9M |
| Exencial Wealth Advisors, LLC | 0.31% | Add +3.5% | 80,345 | $8.8M |
| GC Wealth Management RIA, LLC | 0.72% | Add +0.1% | 79,900 | $8.8M |
| Signature Estate & Investment Advisors LLC | 0.20% | Add +6.7% | 79,607 | $8.8M |
| Evergreen Capital Management LLC | 0.26% | Reduce -11.0% | 79,056 | $8.7M |
| Investment Advisory Group, LLC | 2.62% | Add +4.3% | 78,634 | $8.7M |
| Clark Financial Services Group Inc. | 5.32% | Add +0.6% | 78,614 | $8.7M |
| True Vision MN LLC | 4.77% | Reduce -8.4% | 78,363 | $8.6M |
| Franklin Resources Inc. | 0.00% | Reduce -13.0% | 78,336 | $8.6M |
| Novare Capital Management LLC | 0.70% | Reduce -6.3% | 78,236 | $8.6M |
| Old National Bancorp | 0.15% | Add +69.6% | 78,210 | $8.6M |
| Polianta Ltd | 3.70% | New | 77,900 | $8.6M |
| D.A. Davidson & Co. | 0.06% | Reduce -3.4% | 77,458 | $8.5M |
| Win Advisors, Inc. | 4.06% | Reduce -6.7% | 76,448 | $8.4M |
| Retirement Planning Group, LLC | 0.35% | Add +2.6% | 74,867 | $8.2M |
| Oppenheimer & Co. Inc. | 0.11% | Add +1.9% | 74,220 | $8.2M |
| Avestar Capital, LLC | 0.59% | Add +3.1% | 73,568 | $8.1M |
| Ellis Investment Partners, LLC | 1.57% | Reduce -0.3% | 73,458 | $8.1M |
| Florin Court Capital LLP | 8.27% | Add +3.4% | 73,400 | $8.1M |
| Charter Oak Capital Management, LLC | 0.68% | Reduce -0.1% | 72,578 | $8.0M |
| Higgins & Schmidt Wealth Strategies LLC | 4.39% | Reduce -1.3% | 71,975 | $7.9M |
| Sonata Capital Group Inc. | 3.16% | Reduce -1.4% | 71,899 | $7.9M |
| Financial Management Network Inc. | 1.41% | Reduce -0.8% | 71,117 | $7.9M |
| Capital Advisors Inc. | 0.14% | Reduce -2.8% | 71,489 | $7.9M |
| B. Riley Wealth Advisors, Inc. | 0.38% | Reduce -67.3% | 71,479 | $7.9M |
| Integrated Advisors Network LLC | 0.36% | Reduce -37.0% | 71,395 | $7.9M |
| Private Wealth Advisors, LLC | 3.08% | Add +0.0% | 71,295 | $7.8M |
| PKS Advisory Services, LLC | 1.92% | Reduce -0.4% | 70,708 | $7.8M |
| Summit Investment Advisory Services, LLC | 3.37% | Add +1.3% | 70,435 | $7.8M |
| Gen-Wealth Partners Inc | 2.98% | Reduce -10.7% | 70,173 | $7.7M |
| Ameritas Advisory Services, LLC | 0.40% | Reduce -57.8% | 69,402 | $7.6M |
| Atlantic Edge Private Wealth Management, LLC | 2.09% | Add +348.6% | 69,000 | $7.6M |
| Spectrum Planning & Advisory Services Inc. | 4.85% | Reduce -23.8% | 68,171 | $7.5M |
| One Wealth Capital Management, LLC | 3.52% | Reduce -7.9% | 68,151 | $7.5M |
| Goelzer Investment Management, Inc. | 0.41% | Add +0.6% | 68,138 | $7.5M |
| Mgo One Seven LLC | 0.24% | Add +342.4% | 67,704 | $7.5M |
| Firethorn Wealth Partners, LLC | 3.22% | Reduce -10.7% | 67,540 | $7.4M |
| Twin Peaks Wealth Advisors, LLC | 2.41% | Add +3.5% | 64,188 | $7.4M |
| Tradition Wealth Management, LLC | 0.59% | Reduce -16.1% | 67,490 | $7.4M |
| Sterling Group Wealth Management, LLC | 4.11% | Reduce -34.7% | 67,399 | $7.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.85% | Reduce -3.5% | 67,030 | $7.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -61.6% | 67,004 | $7.4M |
| AlTi Global, Inc. | 0.18% | Reduce -1.3% | 66,543 | $7.3M |
| Sapient Capital LLC | 0.13% | Reduce -0.1% | 66,539 | $7.3M |
| Trustmark Bank Trust Department | 0.51% | No change | 66,514 | $7.3M |
| Endeavor Private Wealth, Inc. | 3.46% | Reduce -1.6% | 66,465 | $7.3M |
| Cosner Financial Group, LLC | 4.06% | Add +7.4% | 66,291 | $7.3M |
| Ascension Capital Advisors, Inc. | 3.05% | Reduce -26.0% | 66,262 | $7.3M |
| WealthPLAN Partners, LLC | 1.17% | Add +1.2% | 66,133 | $7.3M |
| Bleakley Financial Group, LLC | 0.18% | Add +2.5% | 65,517 | $7.2M |
| RKL Wealth Management LLC | 0.63% | Reduce -3.6% | 65,460 | $7.2M |
| Acas, LLC | 4.78% | Reduce -2.4% | 61,680 | $7.1M |
| IFG Advisory, LLC | 0.35% | Add +7.2% | 63,892 | $7.0M |
| Kraft, Davis & Associates, LLC | 1.90% | Reduce -1.5% | 60,583 | $6.9M |
| Capital Investment Advisory Services, LLC | 0.57% | Add +4.1% | 62,833 | $6.9M |
| Nwam LLC | 0.40% | New | 60,519 | $6.9M |
| Gryphon Financial Partners LLC | 0.89% | Reduce -1.3% | 62,125 | $6.8M |
| Atlantic Family Wealth, LLC | 5.95% | Reduce -1.8% | 62,071 | $6.8M |
| Cranbrook Wealth Management, LLC | 1.46% | Reduce -0.3% | 62,034 | $6.8M |
| Frontier Asset Management, LLC | 1.86% | Reduce -8.4% | 61,953 | $6.8M |
| Strategic Blueprint, LLC | 0.33% | Reduce -8.7% | 61,805 | $6.8M |
| Glenmede Investment Management, LP | 0.03% | — | 61,690 | $6.8M |
| Soltis Investment Advisors LLC | 0.53% | Reduce -3.1% | 61,259 | $6.7M |
| NorthRock Partners, LLC | 0.18% | Reduce -5.3% | 61,204 | $6.7M |
| Ascent Wealth Partners, LLC | 0.82% | Add +0.8% | 60,403 | $6.7M |
| Shared Vision Wealth Group LLC | 3.29% | Reduce -4.7% | 57,768 | $6.6M |
| Cahaba Wealth Management, Inc. | 0.51% | Reduce -2.4% | 59,705 | $6.6M |
| Belpointe Asset Management LLC | 0.27% | Reduce -1.6% | 59,691 | $6.6M |
| Patriot Investment Management Group, Inc. | 0.45% | Reduce -1.5% | 59,307 | $6.5M |
| Heritage Wealth Advisors | 0.31% | Reduce -0.8% | 59,238 | $6.5M |
| Barnes Wealth Management Group, Inc | 3.83% | Add +1.2% | 58,867 | $6.5M |
| Eclectic Associates Inc. | 1.39% | Reduce -7.7% | 58,109 | $6.4M |
| Lifelong Wealth Advisors, Inc. | 2.12% | Reduce -5.9% | 58,061 | $6.4M |
| Laurel Wealth Planning LLC | 3.63% | Add +0.7% | 57,924 | $6.4M |
| Mill Creek Capital Advisors, LLC | 0.14% | Add +5.3% | 56,976 | $6.3M |
| Advus Financial Partners, LLC | 1.59% | Add +4.4% | 56,673 | $6.2M |
| Compton Wealth Advisory Group, LLC | 1.58% | Reduce -13.5% | 56,609 | $6.2M |
| Centurion Wealth Management LLC | 1.78% | Reduce -11.9% | 56,424 | $6.2M |
| Guardian Wealth Advisors, LLC | 3.66% | Reduce -15.8% | 56,222 | $6.2M |
| Narwhal Capital Management | 0.50% | Reduce -0.5% | 56,000 | $6.2M |
| Tobias Financial Advisors, Inc. | 1.05% | Reduce -2.6% | 55,668 | $6.1M |
| Kickstand Ventures, Llc. | 1.43% | Add +6.2% | 55,458 | $6.1M |
| Prospera Financial Services Inc | 0.11% | Add +17.8% | 55,212 | $6.1M |
| Evercore Wealth Management, LLC | 0.09% | No change | 55,010 | $6.1M |
| Rollins Financial Advisors, LLC | 0.96% | Reduce -5.5% | 54,915 | $6.0M |
| Dumont & Blake Investment Advisors LLC | 1.57% | Reduce -0.7% | 54,628 | $6.0M |
| MSH Capital Advisors LLC | 1.73% | Reduce -4.3% | 54,554 | $6.0M |
| CW Advisors, LLC | 0.06% | Add +21.7% | 54,546 | $6.0M |
| Northeast Financial Consultants Inc | 0.24% | Add +0.2% | 54,330 | $6.0M |
| Independent Financial Group, LLC | 0.16% | Add +11.9% | 54,150 | $6.0M |
| Lantz Financial LLC | 1.49% | Reduce -4.4% | 54,137 | $6.0M |
| Transcendent Capital Group LLC | 3.05% | Add +1.9% | 53,857 | $5.9M |
| Investment Partners, LTD. | 2.24% | Reduce -0.5% | 53,746 | $5.9M |
| FFG Retirement Advisors LLC | 3.70% | Reduce -1.4% | 53,689 | $5.9M |
| Brighton Jones LLC | 0.16% | Add +12.1% | 53,522 | $5.9M |
| Old Mission Investment Co LLC | 1.61% | Reduce -1.3% | 53,477 | $5.9M |
| Rik Saylor Financial, Inc. | 4.49% | Add +0.0% | 52,955 | $5.8M |
| United Bank | 2.19% | Add +4.6% | 52,096 | $5.7M |
| Vise Technologies, Inc. | 0.24% | — | 51,920 | $5.7M |
| Gateway Wealth Partners, LLC | 1.08% | Add +3.4% | 51,917 | $5.7M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -3.3% | 51,858 | $5.7M |
| Copperleaf Capital, LLC | 2.88% | Add +0.9% | 51,678 | $5.7M |
| Midwest Trust Co | 0.08% | — | 51,631 | $5.7M |
| Bryn Mawr Trust Advisors, LLC | 0.31% | Add +0.6% | 51,561 | $5.7M |
| CWC Advisors, LLC. | 2.93% | Add +15.6% | 51,455 | $5.7M |
| Verus Capital Partners, LLC | 0.50% | Add +0.9% | 51,403 | $5.7M |
| SGL Investment Advisors, Inc. | 2.72% | Add +3.1% | 51,407 | $5.6M |
| Quotient Wealth Partners, LLC | 0.17% | Reduce -0.9% | 50,981 | $5.6M |
| First Foundation Advisors | 0.21% | Add +52.0% | 50,876 | $5.6M |
| May Hill Capital, LLC | 1.84% | Add +143.1% | 50,753 | $5.6M |
| Lowe Brockenbrough & Co. Inc. | 0.31% | Reduce -12.2% | 50,650 | $5.6M |
| Commerce Bank | 0.03% | Reduce -3.7% | 50,386 | $5.5M |
| NTV Asset Management LLC | 0.66% | Reduce -0.8% | 50,248 | $5.5M |
| BTC Capital Management, Inc. | 0.45% | No change | 50,178 | $5.5M |
| St. Clair Advisors, LLC | 1.44% | Reduce -1.6% | 50,043 | $5.5M |
| Peterson Wealth Advisors, LLC | 0.90% | Reduce -14.5% | 49,551 | $5.5M |
| Gallacher Capital Management LLC | 2.51% | Reduce -7.4% | 49,245 | $5.4M |
| Stordahl Capital Management, Inc. | 1.20% | Add +0.0% | 49,231 | $5.4M |
| Total Wealth Planning, LLC | 0.68% | Reduce -1.3% | 48,749 | $5.4M |
| Family Firm, Inc. | 1.29% | Add +0.1% | 48,576 | $5.3M |
| Jackson Hole Capital Partners, LLC | 0.98% | Reduce -5.0% | 48,513 | $5.3M |
| Flagstar Securities, Inc. | 1.48% | Reduce -0.1% | 48,509 | $5.3M |
| AlphaCore Capital LLC | 0.20% | Add +289.8% | 48,455 | $5.3M |
| Next Capital Management LLC | 1.94% | Add +2.3% | 47,773 | $5.3M |
| XML Financial, LLC | 0.45% | Reduce -1.5% | 47,560 | $5.2M |
| Calamos Advisors LLC | 0.03% | Add +7.8% | 47,520 | $5.2M |
| Hoxton Planning & Management, LLC | 1.80% | Reduce -9.8% | 47,416 | $5.2M |
| Elevation Point Wealth Partners, LLC | 0.41% | Reduce -8.7% | 47,368 | $5.2M |
| United Services Automobile Association | 0.54% | Reduce -50.0% | 47,166 | $5.2M |
| Bridges Investment Management Inc. | 0.07% | Add +0.3% | 46,875 | $5.2M |
| Sowell Financial Services LLC | 0.21% | Add +0.3% | 46,438 | $5.1M |
| Theory Financial LLC | 1.93% | Reduce -6.7% | 44,632 | $5.1M |
| R. W. Roge & Company, Inc. | 2.88% | Reduce -9.0% | 46,113 | $5.1M |
| GeoWealth Management, LLC | 0.20% | Reduce -9.7% | 45,955 | $5.1M |
| My Legacy Advisors, LLC | 1.79% | Reduce -11.3% | 45,212 | $5.0M |
| Resolute Wealth Strategies, LLC | 2.67% | Reduce -0.2% | 45,330 | $5.0M |
| Brown Brothers Harriman & Co. | 0.03% | Reduce -1.6% | 45,243 | $5.0M |
| Asset Management Group, Inc. | 0.87% | Reduce -1.0% | 45,118 | $5.0M |
| Carret Asset Management, LLC | 0.53% | Add +0.0% | 45,098 | $5.0M |
| Thomasville National Bank | 0.34% | Reduce -11.1% | 45,048 | $5.0M |
| Waters Parkerson & Co., LLC | 0.25% | Add +17.8% | 44,750 | $4.9M |
| Graves Light Lenhart Wealth, Inc. | 0.59% | Reduce -3.5% | 44,689 | $4.9M |
| IHT Wealth Management, LLC | 0.14% | Add +11.0% | 44,590 | $4.9M |
| Winthrop Advisory Group LLC | 0.47% | Add +16.4% | 44,479 | $4.9M |
| Stark Wealth Management LLC | 6.92% | New | 46,680 | $4.8M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Add +12.5% | 43,682 | $4.8M |
| RTD Financial Advisors, Inc. | 0.60% | Add +13.4% | 42,818 | $4.7M |
| Tme Financial, Inc. | 3.80% | Add +82.4% | 42,733 | $4.7M |
| Valley Wealth Managers, Inc. | 0.34% | Reduce -1.6% | 42,710 | $4.7M |
| National Philanthropic Trust | 0.06% | Reduce -4.0% | 42,594 | $4.7M |
| Wealthspan Partners, LLC | 1.95% | Reduce -2.4% | 42,588 | $4.7M |
| Morris Financial Concepts, Inc. | 1.85% | No change | 42,444 | $4.7M |
| Mission Wealth Management, LP | 0.10% | Add +0.0% | 40,877 | $4.5M |
| Dorsey & Whitney Trust CO LLC | 0.24% | No change | 40,860 | $4.5M |
| Glenview Trust Co | 0.08% | Add +33.0% | 40,539 | $4.5M |
| Kapstone Financial Advisors LLC | 2.22% | Add +7.0% | 40,490 | $4.5M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +47.2% | 40,423 | $4.5M |
| Davis Wealth Advisors, LLC | 4.69% | Reduce -9.3% | 40,103 | $4.4M |
| Stephens Inc. | 0.06% | Reduce -3.9% | 39,239 | $4.3M |
| Oxford Financial Group, LTD. LLC | 0.26% | Reduce -3.0% | 39,102 | $4.3M |
| Mather Group, Llc. | 0.05% | Reduce -11.7% | 39,046 | $4.3M |
| Flagship Wealth Advisors, LLC | 1.62% | Reduce -21.1% | 39,005 | $4.3M |
| Faithward Advisors, LLC | 0.66% | Add +3.5% | 38,834 | $4.3M |
| Smithfield Trust Co | 0.20% | Reduce -2.5% | 38,822 | $4.3M |
| Nations Financial Group Inc, /Ia/ | 0.29% | Add +6.3% | 38,771 | $4.3M |
| Private Advisory Group LLC | 0.40% | Add +0.9% | 38,644 | $4.3M |
| Avidian Wealth Enterprises, LLC | 0.17% | Reduce -13.3% | 38,542 | $4.2M |
| Daymark Wealth Partners, LLC | 0.16% | Add +1.9% | 38,509 | $4.2M |
| SIMA Wealth Partners, LLC | 3.41% | Reduce -5.3% | 38,369 | $4.2M |
| Transcend Capital Advisors, LLC | 0.32% | Reduce -1.1% | 37,829 | $4.2M |
| Heritage Trust Co | 0.48% | Add +1.1% | 37,741 | $4.2M |
| Mason & Associates, LLC | 1.04% | Reduce -0.3% | 37,721 | $4.2M |
| Renaissance Technologies | 0.01% | New | 37,700 | $4.2M |
| Sierra Capital LLC | 0.48% | No change | 37,532 | $4.1M |
| Eastern Bank | 0.08% | Reduce -6.5% | 37,368 | $4.1M |
| JT Stratford LLC | 0.62% | Reduce -3.9% | 37,232 | $4.1M |
| Gray Private Wealth, LLC | 2.17% | Reduce -0.0% | 36,704 | $4.0M |
| FSC Wealth Advisors, LLC | 2.55% | New | 36,678 | $4.0M |
| SWP Financial LLC | 2.22% | No change | 36,653 | $4.0M |
| Asset Allocation Strategies LLC | 0.89% | Reduce -34.9% | 36,431 | $4.0M |
| Heck Capital Advisors, LLC | 0.34% | Reduce -53.3% | 36,365 | $4.0M |
| Procyon Advisors, LLC | 0.38% | Add +81.1% | 36,349 | $4.0M |
| Retirement Wealth Solutions LLC | 2.88% | Reduce -1.9% | 35,778 | $3.9M |
| Harbor Investment Advisory, LLC | 0.35% | Reduce -0.1% | 35,590 | $3.9M |
| KPP Advisory Services LLC | 0.65% | Add +6.9% | 35,534 | $3.9M |
| Nottingham Advisors, Inc. | 0.58% | Reduce -9.4% | 35,375 | $3.9M |
| Wealthgarden F.S. LLC | 3.21% | Reduce -9.5% | 33,950 | $3.9M |
| Stratos Wealth Advisors, LLC | 0.20% | Reduce -6.9% | 35,073 | $3.9M |
| Colorado Capital Management, Inc. | 1.65% | Reduce -4.2% | 35,033 | $3.9M |
| Gables Capital Management Inc. | 1.82% | No change | 35,000 | $3.9M |
| Diversified Portfolios, Inc. | 0.37% | Add +0.6% | 34,915 | $3.8M |
| Magnus Financial Group LLC | 0.34% | Reduce -2.3% | 34,760 | $3.8M |
| Signet Financial Management, LLC | 0.48% | Reduce -0.4% | 34,424 | $3.8M |
| Haverford Trust Co | 0.04% | Reduce -2.6% | 34,365 | $3.8M |
| Diversify Advisory Services, LLC | 0.14% | Reduce -22.0% | 32,656 | $3.8M |
| Bouvel Investment Partners, LLC | 1.28% | Reduce -10.0% | 34,354 | $3.8M |
| Tyler-Stone Wealth Management | 0.61% | Add +0.0% | 34,297 | $3.8M |
| Valeo Financial Advisors, LLC | 0.09% | Add +5.9% | 34,238 | $3.8M |
| Prudential Financial Inc. | 0.00% | Reduce -3.1% | 34,110 | $3.8M |
| Redwood Wealth Management Group, LLC | 1.69% | Add +0.6% | 34,026 | $3.7M |
| Peregrine Asset Advisers, Inc. | 1.17% | Reduce -0.2% | 33,926 | $3.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -26.4% | 33,850 | $3.7M |
| S&co Inc. | 0.24% | Reduce -5.3% | 33,695 | $3.7M |
| Howard Wealth Management, LLC | 1.87% | Reduce -0.1% | 33,545 | $3.7M |
| St. Louis Trust Co | 0.49% | No change | 33,500 | $3.7M |
| WBH Advisory Inc. | 0.31% | Reduce -2.4% | 32,969 | $3.6M |
| BridgePort Financial Solutions, LLC | 1.20% | Reduce -7.1% | 32,892 | $3.6M |
| RCS Financial Planning, LLC | 1.80% | Reduce -0.8% | 32,856 | $3.6M |
| GenWealth Group, Inc. | 0.73% | Reduce -0.3% | 32,836 | $3.6M |
| Citadel Advisors | 0.00% | New | 32,756 | $3.6M |
| Arete Wealth Advisors, LLC | 0.26% | Add +0.6% | 32,661 | $3.6M |
| Bush Investment Group, LLC | 2.41% | Reduce -20.7% | 32,655 | $3.6M |
| Matrix Private Capital Group LLC | 2.11% | Reduce -3.1% | 32,632 | $3.6M |
| Madrona Financial Services, LLC | 0.86% | Reduce -4.2% | 32,539 | $3.6M |
| Roman Butler Fullerton & Co. | 1.06% | Add +330.2% | 31,455 | $3.6M |
| Southern Capital Advisors, LLC | 1.83% | Add +1.9% | 32,444 | $3.6M |
| BCU Wealth Advisors, LLC | 1.60% | Add +10.1% | 32,440 | $3.6M |
| StoneCrest Wealth Management, Inc. | 1.70% | Add +1.0% | 32,416 | $3.6M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -2.6% | 32,396 | $3.6M |
| Bristlecone Advisors, LLC | 0.30% | Reduce -2.4% | 32,388 | $3.6M |
| Hilltop Wealth Advisors, LLC | 2.00% | Reduce -3.5% | 32,297 | $3.6M |
| Client 1ST Advisory Group, LLC | 1.28% | Add +5.8% | 32,060 | $3.5M |
| First Trust Advisors LP | 0.00% | Add +15.4% | 31,834 | $3.5M |
| Redwood Investment Management, LLC | 0.37% | Reduce -6.1% | 31,603 | $3.5M |
| AtlasMark Financial, Inc | 2.65% | Add +65.8% | 31,589 | $3.5M |
| First Citizens Bank & Trust Co. | 0.06% | Add +9.7% | 31,442 | $3.5M |
| Bison Wealth, LLC | 0.27% | Add +38.1% | 31,310 | $3.5M |
| Synovus Financial Corp. | 0.04% | Add +1.9% | 31,307 | $3.4M |
| Brookwood Investment Group LLC | 0.55% | Reduce -4.1% | 31,252 | $3.4M |
| Koshinski Asset Management, Inc. | 0.26% | Add +5.3% | 31,231 | $3.4M |
| Round Rock Advisors LLC | 0.59% | Add +0.4% | 31,131 | $3.4M |
| Hirtle & Co., LLC | 0.15% | Reduce -0.1% | 31,130 | $3.4M |
| Carnegie Investment Counsel | 0.07% | Add +0.9% | 31,118 | $3.4M |
| Fullcircle Wealth LLC | 1.28% | Reduce -5.5% | 30,033 | $3.4M |
| Rogco, LP | 1.29% | No change | 31,066 | $3.4M |
| Benjamin Edwards Inc. | 0.04% | Add +253.0% | 31,032 | $3.4M |
| Cary Street Partners Financial LLC | 0.10% | Add +1.7% | 30,919 | $3.4M |
| Matthew Goff Investment Advisor, LLC | 0.63% | No change | 30,918 | $3.4M |
| Savvy Advisors, Inc. | 0.23% | Add +67.2% | 30,844 | $3.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.32% | Add +139.8% | 30,828 | $3.4M |
| Hilltop National Bank | 0.88% | — | 30,573 | $3.4M |
| FORM Wealth Advisors, LLC | 0.41% | Add +3.4% | 30,453 | $3.4M |
| Commonwealth Financial Services, LLC | 0.64% | Reduce -75.0% | 30,327 | $3.3M |
| Private Trust Co. NA | 0.32% | Reduce -4.0% | 30,252 | $3.3M |
| SeaBridge Investment Advisors LLC | 0.62% | New | 30,200 | $3.3M |
| Pathway Financial Advisors LLC | 0.49% | Add +15.2% | 30,150 | $3.3M |
| 17 Capital Partners, LLC | 1.91% | Reduce -23.1% | 30,125 | $3.3M |
| Axis Wealth Partners, LLC | 2.18% | Reduce -7.0% | 30,094 | $3.3M |
| Quantum Portfolio Management LLC | 1.58% | Add +0.1% | 30,026 | $3.3M |
| Sound Income Strategies, LLC | 0.19% | Reduce -5.8% | 29,953 | $3.3M |
| WealthPlan Investment Management, LLC | 0.24% | Add +54.0% | 29,875 | $3.3M |
| Kingsview Wealth Management, LLC | 0.06% | Add +7.9% | 29,799 | $3.3M |
| Bessemer Group Inc. | 0.01% | Add +31.1% | 29,667 | $3.3M |
| Commonwealth Retirement Investments LLC | 1.24% | Reduce -8.5% | 29,527 | $3.3M |
| Blalock Williams, LLC | 3.23% | Reduce -3.3% | 29,339 | $3.2M |
| LifePlan Investment Advisors, Inc. | 1.60% | Reduce -2.7% | 29,277 | $3.2M |
| Kohmann Bosshard Financial Services, LLC | 0.36% | No change | 29,167 | $3.2M |
| Essex Financial Services, Inc. | 0.21% | Add +5.3% | 29,132 | $3.2M |
| Baron Wealth Management LLC | 1.12% | Add +0.1% | 28,784 | $3.2M |
| Interchange Capital Partners, LLC | 0.73% | Reduce -6.3% | 28,724 | $3.2M |
| Mattern Wealth Management LLC | 0.66% | Reduce -0.4% | 28,607 | $3.1M |
| Florida Financial Advisors, LLC | 0.75% | Add +165.8% | 28,055 | $3.1M |
| JMG Financial Group, Ltd. | 0.09% | Add +3.9% | 28,005 | $3.1M |
| Spirepoint Private Client, LLC | 0.35% | Reduce -9.7% | 27,984 | $3.1M |
| Rhumbline Advisers | 0.00% | No change | 27,880 | $3.1M |
| Venturi Wealth Management, LLC | 0.15% | Reduce -1.3% | 27,747 | $3.1M |
| Croban | 2.60% | Reduce -8.1% | 27,636 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +14.8% | 27,572 | $3.0M |
| Park Place Capital Corp | 0.69% | Reduce -38.2% | 27,829 | $3.0M |
| Atlas Brown,Inc. | 0.97% | Reduce -2.3% | 27,481 | $3.0M |
| waypoint wealth counsel | 1.50% | Add +0.4% | 27,414 | $3.0M |
| Boston Family Office LLC | 0.20% | No change | 27,399 | $3.0M |
| AMG National Trust Bank | 0.08% | Add +1.2% | 27,319 | $3.0M |
| PGIM Custom Harvest LLC | 0.06% | Add +3.0% | 27,280 | $3.0M |
| Cadence Bank | 0.20% | Reduce -4.3% | 27,196 | $3.0M |
| Rossmore Private Capital | 0.35% | No change | 27,172 | $3.0M |
| Alterna Wealth Management, Inc. | 2.38% | Reduce -22.4% | 27,049 | $3.0M |
| NewEdge Wealth, LLC | 0.05% | Add +3.4% | 26,052 | $3.0M |
| Private Wealth Asset Management, LLC | 0.39% | Add +1.4% | 26,799 | $3.0M |
| Breakwater Capital Group | 0.48% | Add +1.2% | 26,691 | $2.9M |
| Retirement Income Solutions, Inc. | 0.53% | Add +1.3% | 26,469 | $2.9M |
| Renasant Bank | 1.94% | Reduce -31.3% | 26,340 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Add +57.6% | 26,117 | $2.9M |
| 5T Wealth, LLC | 1.46% | Add +4.1% | 26,099 | $2.9M |
| Key Financial Inc | 0.58% | No change | 26,097 | $2.9M |
| Turtle Creek Wealth Advisors, LLC | 0.34% | Reduce -4.0% | 26,077 | $2.9M |
| Schneider Downs Wealth Management Advisors, LP | 0.43% | Add +33.9% | 26,076 | $2.9M |
| Creative Financial Designs Inc. | 0.21% | Reduce -10.5% | 26,065 | $2.9M |
| First Western Trust Bank | 0.13% | No change | 25,966 | $2.9M |
| Evolution Wealth Advisors, LLC | 0.42% | Add +65.8% | 25,835 | $2.8M |
| Intrust Bank NA | 0.25% | No change | 25,804 | $2.8M |
| EverSource Wealth Advisors, LLC | 0.13% | Reduce -4.3% | 25,661 | $2.8M |
| Prosperity Planning, Inc. | 1.14% | Reduce -1.3% | 25,654 | $2.8M |
| Hudson Capital Management LLC | 0.83% | Reduce -33.7% | 25,620 | $2.8M |
| Silver Oak Securities, Incorporated | 0.23% | Reduce -50.3% | 25,603 | $2.8M |
| Regimen Wealth, LLC | 0.87% | Reduce -8.8% | 25,489 | $2.8M |
| Coign Capital Advisors LLC | 1.89% | Add +6.2% | 25,401 | $2.8M |
| 2UniFi Bank | 1.59% | Reduce -2.8% | 25,383 | $2.8M |
| Fonville Wealth Management LLC | 0.70% | Reduce -0.7% | 25,266 | $2.8M |
| Northwest Bancshares, Inc. | 0.48% | Reduce -0.4% | 25,249 | $2.8M |
| Certified Advisory Corp | 0.29% | Reduce -4.0% | 25,240 | $2.8M |
| Yukon Wealth Management, Inc. | 0.99% | Add +15.9% | 25,104 | $2.8M |
| MFA Wealth Services | 2.05% | Add +0.9% | 24,751 | $2.7M |
| Calton & Associates, Inc. | 0.47% | Add +87.2% | 24,669 | $2.7M |
| Tactive Advisors, LLC | 0.88% | — | 24,583 | $2.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Reduce -5.7% | 24,510 | $2.7M |
| Power Wealth Management LLC | 1.03% | Reduce -4.1% | 24,250 | $2.7M |
| Institute for Wealth Management, LLC. | 0.30% | Reduce -9.2% | 24,248 | $2.7M |
| National Bank of Canada | 0.00% | Add +2.3% | 24,224 | $2.7M |
| Choate Investment Advisors | 0.06% | Reduce -2.8% | 24,196 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.5% | 24,107 | $2.7M |
| Sovereign Financial Group, Inc. | 0.54% | Reduce -0.6% | 24,008 | $2.6M |
| Dentgroup LLC | 1.82% | Reduce -7.7% | 23,888 | $2.6M |
| Meridian Wealth Advisors, LLC | 0.42% | Add +0.1% | 23,851 | $2.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +84.5% | 23,769 | $2.6M |
| OMNI 360 Wealth, Inc. | 1.62% | Add +4.1% | 23,729 | $2.6M |
| Joel Isaacson & Co., LLC | 0.10% | Reduce -0.2% | 23,243 | $2.6M |
| Clearview Wealth Advisors LLC | 1.77% | Reduce -8.1% | 23,109 | $2.5M |
| Signal Advisors Wealth, LLC | 0.20% | Reduce -2.3% | 22,815 | $2.5M |
| International Assets Investment Management, LLC | 0.20% | Add +9.5% | 22,683 | $2.5M |
| Lighthouse Financial LLC | 1.91% | Reduce -2.0% | 22,638 | $2.5M |
| CCG Wealth Management, LLC | 1.31% | Reduce -0.3% | 22,629 | $2.5M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | No change | 22,617 | $2.5M |
| Clark Wealth Partners | 1.68% | Add +0.1% | 22,616 | $2.5M |
| Ballentine Partners, LLC | 0.04% | Reduce -3.4% | 22,555 | $2.5M |
| Earned Wealth Advisors, LLC | 0.49% | Reduce -4.6% | 22,534 | $2.5M |
| Alerus Financial NA | 0.18% | Add +0.2% | 22,512 | $2.5M |
| Strategies Wealth Advisors, LLC | 0.27% | Reduce -8.0% | 22,404 | $2.5M |
| Sprinkle Financial Consultants LLC | 1.50% | Add +8.8% | 22,271 | $2.5M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -7.5% | 22,264 | $2.5M |
| Lakeshore Financial Planning, Inc. | 0.98% | Add +73.7% | 22,243 | $2.4M |
| Beacon Capital Management, LLC | 0.33% | Reduce -30.6% | 22,062 | $2.4M |
| True Link Financial Advisors, LLC | 0.17% | Reduce -8.8% | 22,045 | $2.4M |
| Bailard, Inc. | 0.06% | Reduce -4.8% | 21,889 | $2.4M |
| Operose Advisors LLC | 0.68% | Reduce -0.3% | 21,804 | $2.4M |
| Forum Financial Management, LP | 0.04% | Reduce -0.1% | 21,756 | $2.4M |
| Money Concepts Capital Corp. | 0.16% | Reduce -3.1% | 21,474 | $2.4M |
| Evanson Asset Management, LLC | 0.15% | Reduce -0.1% | 21,447 | $2.4M |
| Stablepoint Partners, LLC | 0.40% | Add +1.8% | 21,262 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.18% | Add +0.8% | 21,258 | $2.3M |
| Bensler, LLC | 0.26% | Add +0.0% | 21,222 | $2.3M |
| Fairvoy Private Wealth, LLC | 0.58% | No change | 21,142 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +1.0% | 21,070 | $2.3M |
| Sutton Place Investors LLC | 1.39% | Reduce -14.9% | 20,975 | $2.3M |
| Proficio Capital Partners LLC | 0.14% | New | 1,590,498 | $2.3M |
| Moloney Securities Asset Management, LLC | 0.28% | Reduce -41.1% | 20,724 | $2.3M |
| Marks Group Wealth Management, Inc | 0.21% | Add +0.0% | 20,687 | $2.3M |
| Nicolet Advisory Services, LLC | 0.19% | Add +165.1% | 20,366 | $2.3M |
| RiverFront Investment Group, LLC | 0.04% | Add +11.3% | 20,646 | $2.3M |
| Corundum Group, Inc. | 1.00% | No change | 20,500 | $2.3M |
| Kaydan Wealth Management, Inc. | 0.73% | Add +0.2% | 20,365 | $2.2M |
| Tradewinds, LLC. | 1.70% | Add +435.6% | 20,338 | $2.2M |
| Merkkuri Wealth Advisors LLC | 1.70% | Reduce -2.7% | 20,338 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.14% | Add +1.5% | 20,297 | $2.2M |
| MBA Advisors LLC | 1.03% | Reduce -3.8% | 20,291 | $2.2M |
| Hopwood Financial Services, Inc. | 1.74% | No change | 20,263 | $2.2M |
| Hicks Capital Management LLC | 3.53% | Reduce -0.3% | 20,253 | $2.2M |
| Pinnacle Financial Group, LLC / IL | 0.74% | Reduce -1.4% | 20,207 | $2.2M |
| Bawa N Mallick Trust | 0.92% | No change | 20,200 | $2.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.38% | No change | 20,200 | $2.2M |
| Bernardo Wealth Planning LLC | 0.48% | Reduce -0.9% | 20,182 | $2.2M |
| Tsfg, LLC | 0.40% | Add +5.4% | 19,979 | $2.2M |
| Navis Wealth Advisors, LLC | 1.83% | Add +16.1% | 19,786 | $2.2M |
| Marietta Wealth Management, LLC | 0.28% | No change | 19,742 | $2.2M |
| Klaas Financial Asset Advisors, LLC | 0.34% | Reduce -1.9% | 19,730 | $2.2M |
| Aspire Private Capital, LLC | 0.50% | Reduce -4.9% | 19,724 | $2.2M |
| Optivise Advisory Services LLC | 1.11% | Add +55.0% | 19,682 | $2.2M |
| Beacon Financial Advisory LLC | 0.56% | Reduce -2.0% | 19,655 | $2.2M |
| Emergent Wealth Advisors, LLC | 1.38% | Add +0.1% | 19,621 | $2.2M |
| Freestone Capital Holdings, LLC | 0.07% | Reduce -2.4% | 19,545 | $2.2M |
| Custos Family Office, LLC | 0.68% | Reduce -3.5% | 19,465 | $2.1M |
| Whittier Trust Co. | 0.03% | Reduce -2.8% | 19,452 | $2.1M |
| American Investment Services, Inc. | 0.54% | Reduce -15.7% | 19,068 | $2.1M |
| Heritage Financial Services, LLC | 0.20% | Add +3.0% | 19,063 | $2.1M |
| LPWM LLC | 0.61% | Reduce -2.3% | 19,058 | $2.1M |
| Curi Capital, LLC | 0.04% | Add +258.1% | 19,053 | $2.1M |
| Truepoint, Inc. | 0.05% | Reduce -44.4% | 18,931 | $2.1M |
| Uptick Partners, LLC | 0.60% | Add +1.9% | 18,901 | $2.1M |
| Harvest Investment Services, LLC | 0.46% | Reduce -10.2% | 18,777 | $2.1M |
| Alta Wealth Advisors LLC | 0.97% | Reduce -6.1% | 18,743 | $2.1M |
| Whitcomb & Hess, Inc. | 0.58% | Add +4.9% | 18,718 | $2.1M |
| ETF Portfolio Partners, Inc. | 0.57% | Reduce -1.4% | 18,658 | $2.1M |
| Becker Capital Management Inc. | 0.06% | No change | 18,640 | $2.1M |
| Leslie Global Wealth, LLC | 1.09% | Add +103.9% | 18,568 | $2.0M |
| Confluence Wealth Services, Inc. | 0.11% | Reduce -0.0% | 18,511 | $2.0M |
| Cornell Pochily Investment Advisors, Inc. | 0.67% | Add +0.0% | 18,505 | $2.0M |
| Burke & Herbert Bank & Trust Co. | 0.46% | Reduce -1.3% | 18,446 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | New | 18,424 | $2.0M |
| Accelerate Investment Advisors LLC | 1.51% | Add +7.7% | 18,377 | $2.0M |
| HM Payson & Co. | 0.03% | No change | 18,170 | $2.0M |
| Manchester Capital Management LLC | 0.26% | Reduce -4.6% | 18,056 | $2.0M |
| Helium Advisors LLC | 1.25% | Reduce -1.1% | 18,009 | $2.0M |
| Sax Wealth Advisors, LLC | 0.12% | Add +142.3% | 18,003 | $2.0M |
| Smartleaf Asset Management LLC | 0.17% | Add +166.5% | 17,997 | $2.0M |
| Verity Asset Management, Inc. | 0.94% | Reduce -53.5% | 17,826 | $2.0M |
| Burkett Financial Services, LLC | 0.70% | Add +162.8% | 17,729 | $2.0M |
| Raleigh Capital Management Inc. | 0.82% | Reduce -11.9% | 17,715 | $2.0M |
| Ullmann Wealth Partners Group, LLC | 0.23% | Add +64.5% | 17,688 | $1.9M |
| Elios Financial Group Inc. | 0.88% | Reduce -28.8% | 17,653 | $1.9M |
| Keystone Wealth Services, LLC | 0.47% | Reduce -9.0% | 17,599 | $1.9M |
| First Commonwealth Financial Corp | 0.41% | Add +27.2% | 17,451 | $1.9M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -4.4% | 17,422 | $1.9M |
| Absolute Capital Management, LLC | 0.96% | Reduce -5.1% | 17,381 | $1.9M |
| First Command Advisory Services, Inc. | 0.02% | Reduce -5.1% | 17,316 | $1.9M |
| Bowman & Co S.C. | 0.85% | Reduce -5.3% | 17,273 | $1.9M |
| Perennial Investment Advisors, LLC | 0.18% | Reduce -6.8% | 17,222 | $1.9M |
| Capital Square, LLC | 1.01% | Reduce -3.0% | 17,126 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Reduce -7.7% | 17,150 | $1.9M |
| Finley Financial, LLC | 0.95% | No change | 17,120 | $1.9M |
| Awm Capital, LLC | 0.20% | No change | 17,119 | $1.9M |
| Market Street Wealth Management Advisors LLC | 0.31% | Reduce -0.4% | 17,082 | $1.9M |
| Marino, Stram & Associates LLC | 0.38% | Add +2.9% | 17,044 | $1.9M |
| Comprehensive Financial Planning, Inc. | 1.47% | Add +0.5% | 16,981 | $1.9M |
| Investment Management Corp. /Va/ | 1.70% | Reduce -2.1% | 16,977 | $1.9M |
| Venture Visionary Partners LLC | 0.07% | Add +3.8% | 16,958 | $1.9M |
| Flputnam Investment Management Co. | 0.03% | Reduce -3.7% | 16,908 | $1.9M |
| World Equity Group, Inc. | 0.51% | Reduce -55.3% | 16,891 | $1.9M |
| PACK Private Wealth, LLC | 0.99% | Reduce -1.0% | 16,888 | $1.9M |
| Bellwether Advisors, LLC | 0.32% | Add +3.6% | 16,877 | $1.9M |
| Essex Bank | 0.44% | Reduce -1.5% | 16,852 | $1.9M |
| Towerpoint Wealth, LLC | 0.81% | Add +29.0% | 16,698 | $1.8M |
| Aprio Wealth Management, LLC | 0.21% | Reduce -3.6% | 16,677 | $1.8M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | Add +9.6% | 16,618 | $1.8M |
| Vanguard Group Inc. | 0.00% | Reduce -2.5% | 16,573 | $1.8M |
| McGlone Suttner Wealth Management, Inc. | 0.27% | Add +0.0% | 16,509 | $1.8M |
| Syntegra Private Wealth Group, LLC | 0.19% | Reduce -2.8% | 16,503 | $1.8M |
| Rathbones Group PLC | 0.01% | New | 16,500 | $1.8M |
| REDW Wealth LLC | 0.72% | No change | 16,453 | $1.8M |
| Next Level Private LLC | 0.59% | Reduce -2.2% | 16,358 | $1.8M |
| Sendero Wealth Management, LLC | 0.22% | No change | 16,294 | $1.8M |
| Fiduciary Alliance LLC | 0.13% | Reduce -1.1% | 16,259 | $1.8M |
| Hutchens & Kramer Investment Management Group, LLC | 0.82% | Reduce -16.6% | 16,404 | $1.8M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -1.4% | 16,206 | $1.8M |
| Dominguez Wealth Management Solutions, Inc. | 1.23% | Add +2.0% | 16,114 | $1.8M |
| SlateStone Wealth, LLC | 0.17% | Add +0.3% | 16,035 | $1.8M |
| Advisors Capital Management, LLC | 0.02% | Reduce -1.5% | 16,011 | $1.8M |
| Maripau Wealth Management LLC | 0.87% | Reduce -10.9% | 15,790 | $1.7M |
| Pinnacle Bancorp, Inc. | 0.54% | Reduce -2.2% | 15,769 | $1.7M |
| Investor's Fiduciary Advisor Network, LLC | 0.64% | Reduce -16.4% | 15,754 | $1.7M |
| First Citizens Financial Corp | 0.95% | Add +7.8% | 15,715 | $1.7M |
| Tempus Wealth Planning, LLC | 0.43% | Add +1.4% | 15,660 | $1.7M |
| Golden State Wealth Management, LLC | 0.21% | Add +5.5% | 15,651 | $1.7M |
| Alpha Cubed Investments, LLC | 0.07% | Reduce -0.5% | 15,619 | $1.7M |
| White Pine Capital LLC | 0.54% | Reduce -2.7% | 15,556 | $1.7M |
| Eagle Strategies LLC | 0.26% | Add +1.1% | 15,547 | $1.7M |
| Grey Ledge Advisors, LLC | 0.42% | Reduce -1.2% | 15,475 | $1.7M |
| TRUE Private Wealth Advisors | 0.19% | Reduce -20.5% | 15,457 | $1.7M |
| WealthTrak Capital Management LLC | 1.42% | Reduce -1.8% | 15,448 | $1.7M |
| Fiducient Advisors LLC | 0.21% | Add +0.9% | 15,422 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -1.5% | 15,298 | $1.7M |
| Two West Capital Advisors LLC | 1.10% | Add +42.5% | 14,768 | $1.7M |
| ORG Partners LLC | 0.37% | Add +163.8% | 15,356 | $1.7M |
| Sterling Investment Advisors LLC | 0.87% | Reduce -40.4% | 6,079 | $1.7M |
| Insight Advisors, LLC/ PA | 0.27% | Add +0.0% | 15,086 | $1.7M |
| 1ST Source Bank | 0.09% | Add +20.4% | 14,852 | $1.6M |
| Howard Capital Management Group, LLC | 0.11% | No change | 14,850 | $1.6M |
| Security National Bank | 0.28% | Add +36.0% | 14,730 | $1.6M |
| CENTRAL TRUST Co | 0.04% | Reduce -3.0% | 14,726 | $1.6M |
| Westmount Partners, LLC | 0.44% | Add +0.0% | 14,712 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Add +0.0% | 14,696 | $1.6M |
| Integrated Investment Consultants, LLC | 0.32% | Reduce -2.6% | 14,587 | $1.6M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -9.0% | 14,203 | $1.6M |
| Inspirion Wealth Advisors, LLC | 0.21% | Reduce -3.0% | 14,474 | $1.6M |
| Highland Capital Management, LLC | 0.09% | Reduce -1.3% | 14,323 | $1.6M |
| Veracity Capital LLC | 0.54% | Add +0.3% | 14,166 | $1.6M |
| Cornerstone Advisory, LLC | 0.17% | Reduce -1.2% | 14,150 | $1.6M |
| Able Wealth Management LLC | 0.78% | Add +17.2% | 14,117 | $1.6M |
| BBR Partners, LLC | 0.10% | No change | 14,102 | $1.6M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -2.3% | 14,096 | $1.6M |
| Clarity Asset Management, Inc. | 0.92% | Reduce -0.2% | 14,018 | $1.5M |
| Progressive Investment Management Corp | 0.39% | No change | 14,000 | $1.5M |
| Obsidian Cio, LLC | 0.22% | Add +9.0% | 13,997 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Add +21.6% | 13,973 | $1.5M |
| Iams Wealth Management, LLC | 0.70% | Reduce -41.3% | 13,879 | $1.5M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Add +0.0% | 13,854 | $1.5M |
| McDonough Capital Management, Inc | 0.85% | No change | 13,840 | $1.5M |
| Resurgent Financial Advisors LLC | 0.83% | Reduce -10.6% | 13,709 | $1.5M |
| Sandbox Financial Partners, LLC | 0.47% | Add +0.1% | 13,675 | $1.5M |
| Chapin Davis, Inc. | 0.42% | Reduce -1.0% | 13,655 | $1.5M |
| Hazlett, Burt & Watson, Inc. | 0.61% | Reduce -2.1% | 13,617 | $1.5M |
| Compound Planning, Inc. | 0.06% | Reduce -0.1% | 13,605 | $1.5M |
| Summit Financial, LLC | 0.03% | Reduce -13.2% | 13,534 | $1.5M |
| Arvest Bank Trust Division | 0.09% | Reduce -89.6% | 13,527 | $1.5M |
| Winthrop Capital Management, LLC | 0.38% | Add +0.0% | 13,492 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -0.4% | 13,481 | $1.5M |
| Richmond Investment Services, LLC | 0.31% | Add +475.5% | 13,444 | $1.5M |
| Tripletail Wealth Management, LLC | 2.11% | — | 12,825 | $1.5M |
| Signaturefd, LLC | 0.03% | Reduce -14.7% | 13,367 | $1.5M |
| Bank of Hawaii | 0.08% | Reduce -0.2% | 13,366 | $1.5M |
| South Plains Financial, Inc. | 1.03% | Add +1.1% | 13,365 | $1.5M |
| Argent Advisors, Inc. | 0.45% | Add +2.1% | 13,337 | $1.5M |
| Riversedge Advisors, LLC | 0.28% | Add +3.3% | 13,174 | $1.5M |
| Ethos Financial Group, LLC | 0.12% | Add +141.6% | 13,125 | $1.4M |
| Cambridge Capital Management, LLC | 0.78% | Add +0.1% | 13,121 | $1.4M |
| Highview Capital Management LLC | 0.55% | Reduce -34.9% | 13,021 | $1.4M |
| Summit Financial Strategies, Inc. | 0.13% | Reduce -2.9% | 13,007 | $1.4M |
| Quadrant Capital Group LLC | 0.05% | No change | 12,995 | $1.4M |
| Atlatl Advisers LLC | 0.67% | Reduce -8.2% | 12,925 | $1.4M |
| New England Private Wealth Advisors LLC | 0.21% | Add +0.1% | 12,445 | $1.4M |
| Wesbanco Bank Inc. | 0.04% | Add +10.5% | 12,810 | $1.4M |
| SOL Capital Management CO | 0.14% | Add +1.1% | 12,774 | $1.4M |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.8% | 12,692 | $1.4M |
| Atlantic Union Bankshares Corp | 0.03% | Add +114.0% | 12,691 | $1.4M |
| Partners Wealth Management, LLC | 1.58% | No change | 14,871 | $1.4M |
| Kessler Investment Group, LLC | 0.57% | Add +1.9% | 12,609 | $1.4M |
| Cadinha & Co. LLC | 0.23% | Reduce -0.9% | 12,580 | $1.4M |
| Processus Wealth & Capital Management, LLC | 1.09% | Reduce -2.3% | 12,553 | $1.4M |
| Evoke Wealth, LLC | 0.03% | Reduce -1.9% | 12,498 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 12,414 | $1.4M |
| Tompkins Financial Corp. | 0.13% | No change | 12,404 | $1.4M |
| Wealth Watch Advisors, INC | 0.79% | Reduce -5.6% | 12,389 | $1.4M |
| Apella Capital, LLC | 0.04% | Add +20.6% | 12,323 | $1.4M |
| CVA Family Office, LLC | 0.19% | No change | 12,315 | $1.4M |
| GWN Securities Inc. | 0.25% | Reduce -76.5% | 12,233 | $1.4M |
| Rothschild Investment LLC | 0.08% | Add +28.1% | 12,244 | $1.3M |
| Cooper Financial Group | 0.16% | Reduce -48.5% | 12,233 | $1.3M |
| Arcadia Investment Advisors LLC | 0.70% | Reduce -4.5% | 12,230 | $1.3M |
| Enclave Advisors LLC | 0.22% | No change | 12,216 | $1.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.34% | Add +234.5% | 12,200 | $1.3M |
| Canopy Partners, LLC | 0.49% | Add +5.7% | 12,170 | $1.3M |
| Diversified Trust Co. | 0.03% | Add +21.1% | 12,117 | $1.3M |
| Kovack Advisors, Inc. | 0.13% | Reduce -1.7% | 12,095 | $1.3M |
| Idaho Trust Co | 0.48% | Reduce -18.6% | 12,094 | $1.3M |
| Greenwood Gearhart LLC | 0.08% | Add +21.0% | 12,079 | $1.3M |
| FFT Wealth Management LLC | 0.26% | Add +1.1% | 11,639 | $1.3M |
| VestGen Investment Management | 0.95% | Reduce -41.1% | 12,035 | $1.3M |
| SK Wealth Management, LLC | 0.57% | Reduce -0.8% | 11,937 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -27.4% | 12,021 | $1.3M |
| Semmax Financial Advisors Inc. | 0.34% | Reduce -17.6% | 11,522 | $1.3M |
| Fisher Asset Management | 0.00% | Add +207.9% | 11,982 | $1.3M |
| Union Savings Bank | 0.61% | Reduce -4.7% | 11,568 | $1.3M |
| MKT Advisors LLC | 0.52% | No change | 12,077 | $1.3M |
| Albion Financial Group | 0.09% | Reduce -91.5% | 11,945 | $1.3M |
| Wealthstream Advisors, Inc. | 0.22% | No change | 11,925 | $1.3M |
| Clear Investment Research, LLC | 1.65% | Reduce -8.3% | 11,916 | $1.3M |
| Zhang Financial LLC | 0.06% | Reduce -4.8% | 11,905 | $1.3M |
| Gotham Asset Management | 0.01% | Add +187.5% | 11,894 | $1.3M |
| Tiemann Investment Advisors, LLC | 0.53% | Reduce -4.5% | 11,824 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.10% | Add +3.1% | 11,809 | $1.3M |
| Balboa Wealth Partners | 0.26% | Reduce -54.8% | 11,808 | $1.3M |
| Columbia River Financial Group, LLC | 0.84% | Reduce -24.6% | 11,408 | $1.3M |
| Betterment LLC | 0.00% | Add +15.1% | 11,795 | $1.3M |
| TCV Trust & Wealth Management, Inc. | 0.11% | No change | 11,796 | $1.3M |
| Oxinas Partners, LLC | 0.67% | Reduce -21.9% | 11,768 | $1.3M |
| Forte Asset Management LLC | 0.66% | Add +34.3% | 11,750 | $1.3M |
| Friday Financial | 0.66% | Add +75.2% | 11,744 | $1.3M |
| Capital Advantage, Inc. | 0.20% | Reduce -74.7% | 11,693 | $1.3M |
| Aurora Private Wealth, Inc. | 0.95% | Add +1.0% | 11,641 | $1.3M |
| Tritonpoint Wealth, LLC | 0.12% | Add +1.4% | 11,629 | $1.3M |
| Texas Yale Capital Corp. | 0.04% | No change | 11,600 | $1.3M |
| CFM Wealth Partners LLC | 0.20% | Reduce -1.9% | 11,599 | $1.3M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.50% | Reduce -4.8% | 11,434 | $1.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +15.1% | 11,561 | $1.3M |
| Mitchell McLeod Pugh & Williams Inc. | 0.24% | Add +5.7% | 11,494 | $1.3M |
| Moss Adams Wealth Advisors LLC | 0.11% | No change | 11,468 | $1.3M |
| Gemmer Asset Management LLC | 0.11% | Reduce -20.2% | 11,450 | $1.3M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.27% | Add +59.6% | 11,446 | $1.3M |
| Caliber Wealth Management, LLC / KS | 0.14% | Add +20.5% | 11,432 | $1.3M |
| Fortis Capital Advisors, LLC | 0.22% | No change | 11,420 | $1.3M |
| Mma Asset Management LLC | 0.48% | Reduce -2.3% | 11,376 | $1.3M |
| American Trust | 0.12% | New | 11,366 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +19.8% | 11,346 | $1.2M |
| Beacon Bridge Wealth Partners, LLC | 0.49% | No change | 11,262 | $1.2M |
| Greenup Street Wealth Management LLC | 0.22% | Reduce -1.5% | 11,231 | $1.2M |
| Flagship Private Wealth, LLC | 0.53% | No change | 11,224 | $1.2M |
| C2C Wealth Management, LLC | 1.12% | No change | 11,204 | $1.2M |
| LTG Capital LLC | 1.05% | Reduce -0.7% | 11,159 | $1.2M |
| Blankinship & Foster, LLC | 0.29% | Reduce -5.0% | 11,130 | $1.2M |
| Johnson Financial Group, Inc. | 0.06% | Reduce -1.6% | 11,118 | $1.2M |
| Simmons Bank | 0.09% | No change | 11,113 | $1.2M |
| Focused Wealth Management, Inc | 0.15% | Add +0.1% | 11,019 | $1.2M |
| First National Bank Sioux Falls | 0.44% | No change | 11,012 | $1.2M |
| MidAtlantic Capital Management, Inc. | 0.86% | Reduce -1.8% | 11,006 | $1.2M |
| LifeSteps Financial, Inc. | 0.83% | No change | 11,000 | $1.2M |
| Catalina Capital Group, LLC | 0.81% | Reduce -16.4% | 10,954 | $1.2M |
| Summit X, LLC | 0.22% | Add +1.2% | 10,935 | $1.2M |
| Transce3nd, LLC | 0.51% | Reduce -4.7% | 10,929 | $1.2M |
| First Nebraska Trust Co | 0.11% | Reduce -6.9% | 10,862 | $1.2M |
| Taylor Financial Group, Inc. | 0.75% | No change | 10,856 | $1.2M |
| LexAurum Advisors, LLC | 0.19% | Reduce -0.0% | 10,848 | $1.2M |
| LongView Wealth Management | 0.36% | Add +0.9% | 10,811 | $1.2M |
| LGT Financial Advisors LLC | 3.00% | Add +5.3% | 10,743 | $1.2M |
| Synergy Investment Management, LLC | 0.71% | Add +0.7% | 10,744 | $1.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.41% | Reduce -1.0% | 10,738 | $1.2M |
| Empirical Asset Management, LLC | 0.36% | Add +0.3% | 10,695 | $1.2M |
| Washington Trust Bank | 0.10% | Reduce -4.1% | 10,679 | $1.2M |
| Florida Trust Wealth Management Co | 0.04% | Add +54.5% | 10,669 | $1.2M |
| Hollencrest Capital Management | 0.05% | No change | 10,645 | $1.2M |
| Stockman Wealth Management, Inc. | 0.16% | Reduce -0.2% | 10,629 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +75.9% | 10,628 | $1.2M |
| Ofc Financial Planning, LLC | 1.24% | Reduce -14.3% | 10,598 | $1.2M |
| Latitude Advisors, LLC | 0.58% | Reduce -10.6% | 10,521 | $1.2M |
| First National Trust Co | 0.04% | Reduce -3.6% | 10,503 | $1.2M |
| Lifeworks Advisors, LLC | 0.17% | Reduce -7.8% | 10,461 | $1.2M |
| Parkside Financial Bank & Trust | 0.12% | Add +0.0% | 10,431 | $1.1M |
| Silverlake Wealth Management LLC | 0.34% | Add +281.2% | 10,407 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +5.5% | 10,405 | $1.1M |
| Bank of Stockton | 0.34% | Add +40.9% | 10,395 | $1.1M |
| Semus Wealth Partners LLC | 0.74% | Reduce -8.1% | 10,373 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.28% | Reduce -11.1% | 10,366 | $1.1M |
| Pennsylvania Capital Management Inc. | 0.37% | New | 10,356 | $1.1M |
| Salem Investment Counselors Inc. | 0.04% | No change | 10,344 | $1.1M |
| Chilton Investment Co. Inc. | 0.03% | New | 10,342 | $1.1M |
| TL Private Wealth | 0.47% | Add +0.3% | 10,320 | $1.1M |
| McHugh Group, LLC | 0.76% | No change | 10,250 | $1.1M |
| Fortress Financial Group, LLC | 0.95% | No change | 10,215 | $1.1M |
| Lakeridge Wealth Management LLC | 0.52% | Reduce -1.7% | 10,213 | $1.1M |
| Provenance Wealth Advisors, LLC | 0.16% | Reduce -0.7% | 10,153 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 10,143 | $1.1M |
| One Day In July LLC | 0.10% | Add +7.8% | 10,103 | $1.1M |
| Archford Capital Strategies, LLC | 0.14% | No change | 10,095 | $1.1M |
| RFG Advisory, LLC | 0.03% | Reduce -60.7% | 10,087 | $1.1M |
| IFG Advisors, LLC | 0.19% | Add +0.0% | 10,069 | $1.1M |
| Brasada Capital Management, LP | 0.19% | No change | 9,979 | $1.1M |
| Krilogy Financial LLC | 0.06% | New | 10,027 | $1.1M |
| Sage Mountain Advisors LLC | 0.07% | No change | 10,009 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -0.9% | 9,976 | $1.1M |
| Oakworth Capital, Inc. | 0.07% | Reduce -0.6% | 9,969 | $1.1M |
| Exchange Traded Concepts, LLC | 0.01% | New | 9,958 | $1.1M |
| Thrive Wealth Management, LLC | 0.18% | Reduce -1.4% | 9,924 | $1.1M |
| Ramiah Investment Group | 1.17% | New | 9,841 | $1.1M |
| Pacific Sun Financial Corp | 0.57% | Reduce -4.7% | 9,834 | $1.1M |
| Private Wealth Management Group, LLC | 0.36% | No change | 9,764 | $1.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.60% | No change | 11,560 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -1.9% | 9,747 | $1.1M |
| Eaton-Cambridge Inc. | 0.40% | No change | 9,739 | $1.1M |
| Robinson Smith Wealth Advisors LLC | 0.86% | No change | 9,736 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +13.0% | 9,725 | $1.1M |
| Moody LYNN Lieberson & Walker, LLC | 0.06% | Reduce -15.0% | 9,690 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.29% | Reduce -11.1% | 9,632 | $1.1M |
| Lantern Wealth Advisors, LLC | 0.63% | — | 9,601 | $1.1M |
| Americana Partners, LLC | 0.04% | New | 9,592 | $1.1M |
| Petix & Botte Co | 0.26% | Add +55.0% | 9,580 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Reduce -23.1% | 9,579 | $1.1M |
| Wedmont Private Capital | 0.04% | Add +3.2% | 9,507 | $1.1M |
| Fiduciary Trust Co | 0.01% | Reduce -23.0% | 9,538 | $1.1M |
| Seneca House Advisors | 0.45% | No change | 9,522 | $1.0M |
| Capital Planning Advisors, LLC | 0.15% | No change | 9,507 | $1.0M |
| J. Safra Sarasin Holding AG | 0.02% | New | 9,500 | $1.0M |
| Beacon Financial Group | 0.11% | Reduce -11.0% | 9,421 | $1.0M |
| CNB Bank | 0.49% | No change | 9,400 | $1.0M |
| Novem Group | 0.13% | Add +300.5% | 9,396 | $1.0M |
| Lifestyle Asset Management, Inc. | 0.48% | New | 9,393 | $1.0M |
| Crescent Grove Advisors, LLC | 0.10% | No change | 9,291 | $1.0M |
| Consilio Wealth Advisors, LLC | 0.36% | Reduce -0.1% | 9,316 | $1.0M |
| Montag A & Associates Inc. | 0.05% | Reduce -4.6% | 9,258 | $1.0M |
| BIP Wealth, LLC | 0.06% | Add +61.3% | 9,246 | $1.0M |
| Continuum Advisory, LLC | 0.12% | Add +40.7% | 9,232 | $1.0M |
| Elevated Capital Advisors, LLC | 0.28% | No change | 10,937 | $1.0M |
| Pacific Point Advisors, LLC | 0.55% | No change | 9,200 | $1.0M |
| Verum Partners LLC | 0.23% | Add +0.1% | 9,178 | $1.0M |
| Beacon Investment Advisors LLC | 0.43% | Reduce -1.5% | 9,200 | $1.0M |
| SageView Advisory Group, LLC | 0.04% | Add +1.8% | 8,808 | $1.0M |
| Ironwood Investment Counsel, LLC | 0.16% | Add +16.4% | 9,136 | $1.0M |
| NorthLanding Financial Partners, LLC | 0.88% | Add +0.1% | 9,068 | $998K |
| Rockwood Wealth Management, LLC | 0.09% | No change | 9,056 | $997K |
| Burns J W & Co. Inc. | 0.12% | Reduce -3.3% | 9,055 | $997K |
| Game Plan Financial Advisors, LLC | 0.44% | Reduce -10.8% | 9,036 | $995K |
| Saxony Capital Management, LLC | 0.76% | New | 9,032 | $994K |
| Milestone Asset Management Group, LLC | 0.74% | Add +8.5% | 9,022 | $993K |
| JNBA Financial Advisors | 0.10% | Reduce -0.9% | 9,009 | $992K |
| Everpar Advisors LLC | 0.45% | Add +31.7% | 9,009 | $992K |
| Aaron Wealth Advisors LLC | 0.10% | Reduce -2.0% | 9,003 | $991K |
| Moneywise, Inc. | 0.46% | Reduce -87.4% | 9,002 | $991K |
| West Paces Advisors Inc. | 0.21% | Add +5.3% | 8,990 | $990K |
| City Holding Co. | 0.13% | Add +2.6% | 8,967 | $987K |
| MN Wealth Advisors, LLC | 0.57% | Add +77.0% | 8,955 | $986K |
| Neumann Capital Management, LLC | 0.31% | No change | 8,950 | $985K |
| Sage Financial Management Group, Inc. | 0.34% | Reduce -1.6% | 8,920 | $982K |
| Reynders McVeigh Capital Management, LLC | 0.05% | No change | 8,895 | $979K |
| FSM Wealth Advisors, LLC | 0.16% | No change | 8,878 | $978K |
| Insigneo Advisory Services, LLC | 0.08% | Add +5.9% | 8,880 | $978K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -4.5% | 8,880 | $978K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -2.3% | 8,974 | $977K |
| Stratos Investment Management, LLC | 0.04% | Add +19.5% | 8,866 | $976K |
| Angeles Wealth Management, LLC | 0.07% | No change | 8,850 | $974K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -0.8% | 8,846 | $974K |
| Chancellor Financial Group WB LP | 0.76% | Add +0.0% | 8,833 | $973K |
| Moneco Advisors, LLC | 0.09% | Reduce -8.5% | 8,832 | $972K |
| American Financial Advisors, LLC | 0.14% | Add +0.9% | 8,828 | $972K |
| Arbor Investment Advisors, LLC | 0.12% | No change | 8,811 | $970K |
| Lion Street Advisors, LLC | 0.29% | Add +15.2% | 8,805 | $969K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +12.2% | 8,771 | $966K |
| Proactive Wealth Strategies LLC | 0.46% | Reduce -6.3% | 8,753 | $964K |
| Watershed Private Wealth LLC | 0.35% | Reduce -0.4% | 8,742 | $963K |
| Atticus Wealth Management, LLC | 0.26% | Reduce -5.3% | 8,737 | $962K |
| Balance Wealth Partners LLC | 0.56% | Reduce -52.8% | 8,719 | $960K |
| Prudential PLC | 0.01% | New | 8,700 | $958K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -27.5% | 8,595 | $946K |
| CRA Financial Services, LLC | 0.14% | Add +11.9% | 8,485 | $934K |
| Manhattan West Asset Management, LLC | 0.22% | Add +2.5% | 8,477 | $933K |
| 4J Wealth Management LLC | 0.63% | Reduce -1.3% | 8,467 | $932K |
| Foster Dykema Cabot & Partners, LLC | 0.07% | No change | 8,457 | $931K |
| FWG Investments, LLC. | 0.71% | New | 8,451 | $930K |
| Catalyst Financial Partners LLC | 0.10% | Add +16.5% | 8,449 | $930K |
| Gries Financial LLC | 0.17% | Reduce -34.1% | 8,448 | $930K |
| Grandfield & Dodd, LLC | 0.05% | New | 8,430 | $928K |
| Old Port Advisors | 0.25% | Reduce -2.9% | 8,416 | $927K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -8.8% | 8,406 | $926K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -21.4% | 8,373 | $922K |
| Embree Financial Group | 0.14% | Add +101.2% | 8,357 | $920K |
| Tarbox Family Office, Inc. | 0.14% | No change | 8,323 | $916K |
| Azimuth Capital Investment Management LLC | 0.03% | Add +3.8% | 8,302 | $914K |
| Durante & Waters, LLC | 0.72% | No change | 8,300 | $914K |
| QTR Family Wealth, LLC | 0.56% | Reduce -2.8% | 8,276 | $911K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -3.0% | 8,267 | $910K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 8,205 | $903K |
| Summit Financial Wealth Advisors, LLC | 0.16% | Add +8.3% | 8,190 | $902K |
| KWB Wealth | 0.11% | Add +0.0% | 9,711 | $901K |
| Buska Wealth Management, LLC | 0.25% | Add +1.4% | 8,166 | $899K |
| GAMCO Investors | 0.01% | Add +1.0% | 8,078 | $889K |
| Lloyd Advisory Services, LLC. | 0.43% | Reduce -1.5% | 8,031 | $884K |
| Garde Capital, Inc. | 0.05% | Reduce -14.3% | 7,970 | $877K |
| Shepherd Kaplan Krochuk, LLC | 0.76% | Reduce -0.1% | 7,938 | $874K |
| Fidelis Capital Partners, LLC | 0.08% | No change | 7,635 | $873K |
| Financial Partners Group, Inc | 0.12% | Add +0.0% | 7,906 | $870K |
| Bank of New Hampshire | 0.22% | No change | 7,867 | $866K |
| Capital Investment Advisors, LLC | 0.02% | Add +22.6% | 7,857 | $865K |
| Bare Financial Services, Inc | 0.29% | No change | 7,839 | $863K |
| Madison Wealth Partners, Inc | 0.19% | Add +0.1% | 7,765 | $855K |
| Sageworth Trust Co | 0.05% | No change | 7,764 | $855K |
| Total Clarity Wealth Management, Inc. | 0.24% | Reduce -2.1% | 7,764 | $855K |
| Weaver Consulting Group | 0.24% | Reduce -3.2% | 7,760 | $854K |
| SOA Wealth Advisors, LLC. | 0.16% | Reduce -14.5% | 7,710 | $849K |
| Welch & Forbes LLC | 0.01% | No change | 7,689 | $847K |
| NCM Capital Management, LLC | 0.35% | Add +6.2% | 7,645 | $844K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.1% | 7,657 | $843K |
| Wealthquest Corp | 0.07% | Add +53.2% | 7,652 | $842K |
| Mainstream Capital Management LLC | 0.61% | Reduce -0.1% | 7,632 | $840K |
| HUB Investment Partners, LLC | 0.03% | Reduce -7.4% | 7,624 | $839K |
| Stephen J. Garry & Associates, LLC | 0.72% | No change | 7,610 | $838K |
| Community Bank, N.A. | 0.11% | Reduce -3.8% | 7,608 | $838K |
| Herold Advisors, Inc. | 0.17% | Reduce -11.0% | 7,583 | $835K |
| Middleton & Co. Inc. | 0.09% | Reduce -0.3% | 7,575 | $834K |
| Tidemark, LLC | 0.27% | Reduce -3.2% | 7,570 | $833K |
| Equitable Trust Co. | 0.04% | Add +39.5% | 7,565 | $833K |
| NBT Bank, N.A. | 0.06% | Reduce -8.8% | 7,543 | $830K |
| Wallington Asset Management, LLC | 0.12% | No change | 7,534 | $829K |
| Meridian Management Co. | 0.23% | No change | 7,272 | $828K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -3.8% | 7,520 | $828K |
| GDS Wealth Management | 0.06% | Add +7.0% | 7,498 | $826K |
| Neuberger Berman Group LLC | 0.00% | Add +1.8% | 7,495 | $825K |
| Farmers National Bank | 0.22% | Reduce -0.3% | 7,432 | $818K |
| Scotia Capital Inc. | 0.00% | Add +5.2% | 7,417 | $817K |
| First National Bank & Trust Co. of Newtown | 0.16% | No change | 7,409 | $816K |
| Coastal Bridge Advisors, LLC | 0.07% | New | 7,406 | $815K |
| Culbertson A N & Co. Inc. | 0.12% | No change | 7,372 | $812K |
| Verus Wealth Management, LLC | 0.82% | No change | 7,368 | $811K |
| Davis R M Inc. | 0.01% | Add +33.7% | 7,363 | $811K |
| Single Point Partners, LLC | 0.18% | No change | 7,349 | $809K |
| Vident Advisory, LLC | 0.01% | Add +10.3% | 7,347 | $809K |
| Van Hulzen Asset Management, LLC | 0.07% | Add +6.1% | 7,334 | $807K |
| All Terrain Financial Advisors, LLC | 0.29% | No change | 7,318 | $806K |
| Arcadia Wealth Management, LLC | 0.35% | Reduce -0.5% | 7,228 | $796K |
| HMS Capital Management, LLC | 0.36% | Reduce -5.3% | 7,210 | $794K |
| Bluespring Wealth Management, LLC | 0.08% | No change | 7,176 | $790K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -5.5% | 7,175 | $790K |
| Jackson, Grant Investment Advisers, Inc. | 0.29% | Add +0.1% | 7,157 | $788K |
| Investment Research & Advisory Group, Inc. | 0.29% | Add +0.1% | 7,143 | $786K |
| Founders Financial Securities LLC | 0.06% | Add +0.0% | 7,139 | $786K |
| Councilor Wealth, LLC | 0.37% | Add +0.0% | 7,109 | $783K |
| Cary Street Partners Investment Advisory LLC | 0.38% | Reduce -6.7% | 7,108 | $783K |
| GatePass Capital, LLC | 0.52% | Add +13.0% | 7,097 | $781K |
| Strategic Family Wealth Counselors, L.L.C. | 0.22% | No change | 7,096 | $781K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 7,051 | $776K |
| Pure Financial Advisors, LLC | 0.01% | Add +7.4% | 7,028 | $774K |
| HCR Wealth Advisors | 0.09% | Reduce -0.2% | 7,026 | $774K |
| Laurel Wealth Advisors LLC | 0.12% | Add +3.9% | 6,994 | $770K |
| Breed's Hill Capital LLC | 0.37% | Reduce -0.6% | 6,984 | $769K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -10.4% | 6,970 | $767K |
| Annandale Capital, LLC | 0.14% | No change | 6,952 | $765K |
| Harvey Capital Management Inc. | 0.18% | No change | 6,975 | $760K |
| Castle Wealth Management LLC | 0.28% | No change | 6,903 | $760K |
| GAMMA Investing LLC | 0.05% | Add +22.0% | 6,889 | $758K |
| FLP Wealth Management, LLC | 2.12% | Add +1.8% | 6,850 | $754K |
| ProVise Management Group, LLC | 0.06% | Reduce -10.7% | 6,846 | $754K |
| Geometric Wealth Advisors | 0.11% | No change | 6,832 | $752K |
| Evergreen Private Wealth LLC | 0.31% | Reduce -5.6% | 6,826 | $752K |
| Sageworth Trust Co of South Dakota | 0.81% | No change | 6,804 | $749K |
| Rossby Financial, LCC | 0.28% | Add +1.1% | 6,802 | $749K |
| Talisman Wealth Advisors LLC | 0.68% | Add +19.6% | 6,780 | $746K |
| Claro Advisors Inc. | 0.12% | Reduce -34.2% | 6,775 | $746K |
| GEN Financial Management, INC. | 0.61% | Reduce -0.5% | 6,773 | $746K |
| Oxler Private Wealth LLC | 0.23% | Add +0.1% | 6,748 | $743K |
| First County Bank | 0.40% | Reduce -11.3% | 6,713 | $739K |
| Bar Harbor Wealth Management | 0.05% | Reduce -0.2% | 6,700 | $738K |
| Huntleigh Advisors, Inc. | 0.14% | Reduce -0.1% | 6,686 | $736K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | New | 6,672 | $735K |
| Legacy Edge Advisors, LLC | 0.10% | Add +4.2% | 6,646 | $732K |
| Dakota Wealth Management | 0.02% | Reduce -15.7% | 6,624 | $729K |
| Consolidated Portfolio Review Corp | 0.10% | Add +166.3% | 6,612 | $728K |
| PFG Investments, LLC | 0.04% | Reduce -8.3% | 6,606 | $727K |
| Valpey Financial Services, LLC | 0.50% | — | 6,579 | $724K |
| One Wealth Management Investment & Advisory Services, LLC | 0.93% | Reduce -0.9% | 6,554 | $722K |
| 49 Wealth Management, LLC | 0.08% | Reduce -5.5% | 6,552 | $721K |
| Park National Corp. | 0.02% | No change | 6,541 | $720K |
| Woodmont Investment Counsel LLC | 0.05% | Add +24.5% | 6,536 | $720K |
| Dimension Capital Management LLC | 0.11% | No change | 6,490 | $715K |
| Plancorp, LLC | 0.02% | No change | 6,483 | $714K |
| Hiley Hunt Wealth Management | 0.36% | Add +0.2% | 6,476 | $713K |
| Seven Mile Advisory | 0.43% | No change | 6,464 | $712K |
| River Street Advisors LLC | 0.31% | Add +28.6% | 6,451 | $710K |
| Integrated Capital Management, LLC | 0.34% | Reduce -7.3% | 6,299 | $710K |
| Gilliland Jeter Wealth Management LLC | 0.23% | Add +3.1% | 6,445 | $710K |
| Wick Capital Partners, LLC | 0.18% | Add +175.1% | 17,680 | $708K |
| Kestra Investment Management, LLC | 0.02% | Add +0.3% | 6,409 | $706K |
| Intergy Private Wealth, LLC | 0.24% | Reduce -6.0% | 6,404 | $705K |
| TFB Advisors LLC | 0.18% | Reduce -4.8% | 6,399 | $705K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -18.0% | 6,370 | $701K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +7.6% | 6,358 | $700K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,338 | $698K |
| Guyasuta Investment Advisors Inc. | 0.04% | No change | 6,324 | $696K |
| Affinity Capital Advisors, LLC | 0.12% | Reduce -28.9% | 6,321 | $696K |
| Base Wealth Management LLC | 0.45% | Reduce -2.0% | 6,319 | $696K |
| Everhart Financial Group, Inc. | 0.08% | Reduce -3.4% | 6,305 | $694K |
| Wimmer Associates 1, LLC | 0.35% | No change | 6,300 | $694K |
| Quartz Partners, LLC | 0.32% | Add +19.0% | 6,283 | $692K |
| SkyOak Wealth, LLC | 0.14% | Reduce -2.5% | 6,274 | $691K |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 6,256 | $689K |
| Colton Groome Financial Advisors, LLC | 0.23% | Add +3.7% | 6,247 | $688K |
| Brio Consultants, LLC | 0.10% | Add +7.5% | 6,235 | $687K |
| Midwest Capital Advisors, LLC | 0.36% | No change | 6,234 | $686K |
| First National Corp. /Ma/ | 0.14% | Reduce -10.2% | 6,234 | $686K |
| Opal Wealth Advisors, LLC | 0.19% | Add +633.3% | 6,218 | $685K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -0.8% | 6,189 | $681K |
| Pinnacle Family Advisors, LLC | 0.33% | Reduce -83.4% | 6,181 | $681K |
| Clayton Financial Group LLC | 0.81% | Reduce -50.6% | 6,172 | $680K |
| CGN Advisors LLC | 0.06% | Reduce -6.2% | 6,169 | $679K |
| Journey Advisory Group, LLC | 0.05% | No change | 6,153 | $677K |
| tru Independence LLC | 0.19% | Add +0.1% | 6,120 | $674K |
| Solano Wealth Investment Advisors LLC | 0.34% | No change | 6,101 | $672K |
| KFA Private Wealth Group, LLC | 0.21% | New | 6,097 | $671K |
| Priebe Wealth Holdings LLC | 0.58% | No change | 6,088 | $670K |
| Planning Center, Inc. | 0.07% | Reduce -14.3% | 6,056 | $667K |
| Trust Co of the South | 0.12% | No change | 6,023 | $663K |
| PUREfi Wealth, LLC | 0.53% | Add +25.3% | 6,003 | $661K |
| Russell Investments Group, Ltd. | 0.00% | Add +13.4% | 5,992 | $660K |
| Diversified Enterprises, LLC | 0.05% | Reduce -0.0% | 5,987 | $659K |
| Great Lakes Retirement, Inc. | 0.08% | Reduce -15.3% | 5,978 | $658K |
| JGP Wealth Management, LLC | 0.08% | Reduce -0.6% | 5,947 | $655K |
| Fulcrum Equity Management | 0.67% | Reduce -23.4% | 5,902 | $650K |
| Disciplined Investments, LLC | 0.27% | No change | 5,894 | $649K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 5,865 | $646K |
| Berger Financial Group, Inc | 0.04% | Reduce -0.8% | 5,861 | $645K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Add +40.0% | 5,843 | $644K |
| Ritholtz Wealth Management | 0.01% | Add +9.1% | 5,807 | $639K |
| Old Second National Bank of Aurora | 0.14% | No change | 5,801 | $639K |
| Axim Planning & Wealth | 0.58% | New | 5,786 | $637K |
| ABLE Financial Group, LLC | 0.15% | New | 5,784 | $637K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.22% | No change | 5,771 | $635K |
| CWS Financial Advisors, LLC | 0.18% | Add +0.1% | 5,721 | $630K |
| Tortoise Investment Management, LLC | 0.06% | Add +0.1% | 5,716 | $629K |
| Palisade Asset Management, LLC | 0.06% | No change | 5,706 | $628K |
| Glassman Wealth Services | 0.10% | Reduce -0.5% | 5,697 | $627K |
| Bearing Point Capital, LLC | 0.12% | New | 5,692 | $627K |
| Amplius Wealth Advisors, LLC | 0.06% | Add +0.1% | 5,628 | $620K |
| Courage Miller Partners, LLC | 0.20% | No change | 5,623 | $619K |
| Conservest Capital Advisors, Inc. | 0.06% | No change | 5,594 | $616K |
| Altfest L J & Co. Inc. | 0.07% | No change | 5,566 | $613K |
| Sage Financial Group Inc. | 0.05% | No change | 5,562 | $612K |
| Timonier Family Office, LTD. | 0.23% | No change | 5,536 | $610K |
| Staley Capital Advisers Inc. | 0.03% | No change | 5,534 | $609K |
| Brandywine Oak Private Wealth LLC | 0.06% | No change | 5,524 | $608K |
| IFC Advisors LLC | 0.11% | Add +56.6% | 5,517 | $607K |
| BCGM Wealth Management, LLC | 0.17% | Add +28.8% | 5,509 | $607K |
| ORBA Wealth Advisors, L.L.C. | 0.55% | Reduce -8.2% | 5,478 | $603K |
| Gutierrez Wealth Advisory, LLC | 0.40% | Add +78.4% | 5,467 | $602K |
| Schnieders Capital Management LLC | 0.11% | New | 5,450 | $600K |
| Segment Wealth Management, LLC | 0.04% | No change | 5,426 | $597K |
| Crewe Advisors LLC | 0.08% | Add +58.7% | 5,414 | $596K |
| Dynamic Financial Group | 0.57% | Add +11.4% | 5,383 | $593K |
| Quadcap Wealth Management, LLC | 0.08% | No change | 5,366 | $591K |
| Gradient Capital Advisors, LLC | 0.17% | No change | 5,352 | $589K |
| Principle Wealth Partners LLC | 0.04% | No change | 5,319 | $586K |
| Worth Financial Advisory Group, LLC | 0.36% | Add +0.1% | 5,297 | $583K |
| New Age Alpha Advisors, LLC | 0.03% | Add +51.2% | 5,291 | $583K |
| Bank of Nova Scotia | 0.00% | No change | 5,280 | $581K |
| Oak Harvest Investment Services | 0.07% | Add +6.7% | 5,277 | $581K |
| Enzi Wealth | 0.21% | Add +0.9% | 5,244 | $581K |
| Canandaigua National Bank & Trust Co. | 0.05% | No change | 5,267 | $580K |
| New Republic Capital, LLC | 0.20% | Reduce -41.6% | 5,258 | $579K |
| CPR Investments Inc. | 0.45% | New | 5,247 | $578K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -20.4% | 5,245 | $577K |
| Oakwell Private Wealth Management, LLC | 0.13% | No change | 5,240 | $577K |
| Clarendon Private LLC | 0.55% | Add +0.1% | 5,239 | $577K |
| Novus Advisors, LLC | 0.88% | Reduce -2.6% | 5,229 | $576K |
| KRS Capital Management, LLC | 0.38% | No change | 5,222 | $575K |
| Eldridge Investment Advisors, Inc. | 0.12% | No change | 5,200 | $573K |
| United Community Bank | 0.20% | Add +60.6% | 5,197 | $572K |
| Crux Wealth Advisors | 0.24% | Reduce -57.8% | 5,196 | $572K |
| Welch Group, LLC | 0.02% | Add +16.3% | 5,196 | $572K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Reduce -0.5% | 5,193 | $572K |
| Curtis Advisory Group, LLC | 0.14% | No change | 5,179 | $570K |
| Oak Wealth Advisors LLC | 0.37% | No change | 5,176 | $570K |
| Goldstein Advisors, LLC | 0.08% | Reduce -0.1% | 5,163 | $568K |
| Genesis Wealth Advisors, LLC | 0.43% | Add +8.8% | 5,162 | $568K |
| Parthenon LLC | 0.06% | No change | 5,136 | $565K |
| Strategic Equity Management | 0.21% | Reduce -95.8% | 5,129 | $565K |
| Oliver Lagore Vanvalin Investment Group | 0.22% | — | 6,061 | $563K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -2.1% | 5,087 | $560K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -11.7% | 5,043 | $560K |
| Evolution Wealth Management Inc. | 0.69% | — | 5,073 | $559K |
| Front Row Advisors LLC | 0.19% | No change | 5,072 | $558K |
| VeraBank, N.A. | 0.11% | New | 5,059 | $557K |
| Family Manage LLC | 0.08% | Add +6.4% | 5,054 | $556K |
| Old North State Trust, LLC | 0.38% | Add +25.8% | 5,050 | $556K |
| WealthBridge Capital Management, LLC | 0.14% | No change | 5,034 | $554K |
| GenTrust, LLC | 0.03% | No change | 5,000 | $551K |
| Vicus Capital | 0.05% | Add +0.1% | 4,995 | $550K |
| One Capital Management, LLC | 0.02% | Add +52.1% | 4,990 | $549K |
| Seros Financial, LLC | 0.35% | Add +0.0% | 4,953 | $545K |
| Fulton Bank, N.A. | 0.02% | Add +2.4% | 4,952 | $545K |
| United Advisor Group, LLC | 0.09% | Add +11.9% | 4,946 | $545K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 4,942 | $544K |
| Facet Wealth, Inc. | 0.01% | Add +14.4% | 4,770 | $543K |
| Manning & Napier Advisors LLC | 0.01% | New | 4,916 | $541K |
| Fusion Capital, LLC | 0.18% | Reduce -0.1% | 4,914 | $541K |
| GLOBALT Investments LLC / GA | 0.02% | No change | 4,904 | $540K |
| Sachetta, LLC | 0.21% | Reduce -2.8% | 4,896 | $539K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 4,888 | $538K |
| Level Wealth Management LLC | 0.31% | New | 4,876 | $537K |
| Pictet North America Advisors SA | 0.05% | No change | 4,872 | $536K |
| Trust Co. of Toledo NA | 0.06% | New | 4,867 | $536K |
| Bogart Wealth, LLC | 0.02% | Reduce -46.7% | 4,861 | $535K |
| NWF Advisory Services Inc. | 0.06% | Add +90.8% | 4,850 | $534K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +2.7% | 4,814 | $530K |
| Blackston Financial Advisory Group, LLC | 0.33% | Reduce -26.4% | 4,793 | $528K |
| Global Assets Advisory, LLC | 0.21% | Reduce -27.7% | 4,842 | $528K |
| Insight Wealth Strategies, LLC | 0.07% | Add +0.1% | 4,840 | $527K |
| Cobler Capital Management, LLC | 0.52% | — | 1,804 | $527K |
| BOS Asset Management, LLC | 0.17% | No change | 4,753 | $523K |
| O'Connor Financial Group LLC | 0.23% | Reduce -0.4% | 4,722 | $523K |
| Sfmg, LLC | 0.04% | Add +5.5% | 4,738 | $522K |
| Howard Financial Services, LTD. | 0.07% | Add +0.1% | 4,724 | $520K |
| Francis Financial, Inc. | 0.12% | No change | 4,717 | $519K |
| Objective Capital Management, LLC | 0.58% | No change | 4,716 | $519K |
| Seascape Capital Management | 0.16% | No change | 4,716 | $519K |
| Morton Capital Management LLC | 0.09% | No change | 4,710 | $519K |
| Visionary Wealth Advisors | 0.03% | Reduce -1.3% | 4,709 | $518K |
| WT Wealth Management | 0.15% | No change | 4,704 | $518K |
| Childress Capital Advisors, LLC | 0.13% | New | 4,702 | $518K |
| Canvas Wealth Advisors, LLC | 0.10% | No change | 4,527 | $517K |
| Advyzon Investment Management, LLC | 0.11% | Add +59.4% | 4,694 | $517K |
| LaFleur & Godfrey LLC | 0.06% | Reduce -3.1% | 4,690 | $516K |
| Family Office Research LLC | 0.24% | Reduce -2.1% | 4,684 | $516K |
| Apollon Financial, LLC | 0.11% | Reduce -1.5% | 4,669 | $514K |
| GM Advisory Group, LLC | 0.03% | No change | 4,669 | $514K |
| Horizon Wealth Management, LLC | 0.09% | Add +0.5% | 4,660 | $513K |
| Mengis Capital Management, Inc. | 0.11% | Reduce -1.1% | 4,658 | $513K |
| Baker Tilly Wealth Management, LLC | 0.18% | Reduce -0.5% | 4,657 | $513K |
| SwitchPoint Financial Planning, LLC | 0.42% | No change | 4,656 | $513K |
| Summit Asset Management, LLC | 0.08% | Reduce -1.1% | 4,646 | $512K |
| Accredited Investors Inc. | 0.03% | No change | 4,638 | $511K |
| Drive Wealth Management, LLC | 0.11% | New | 4,632 | $510K |
| Curated Wealth Partners LLC | 0.06% | Reduce -38.0% | 4,625 | $509K |
| WNY Asset Management, LLC | 0.06% | No change | 4,600 | $506K |
| Unique Wealth, LLC | 0.08% | No change | 4,582 | $504K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -0.5% | 4,346 | $503K |
| Wealthstar Advisors, LLC | 0.19% | Add +109.8% | 4,541 | $500K |
| JFG Wealth Management, LLC | 0.10% | Reduce -0.0% | 4,519 | $498K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +1.3% | 4,510 | $497K |
| Annex Advisory Services, LLC | 0.01% | Reduce -4.8% | 4,499 | $495K |
| MWA Asset Management | 0.30% | Add +29.7% | 4,498 | $495K |
| Wealth Preservation Advisors, LLC | 0.30% | No change | 4,493 | $495K |
| Condor Capital Management | 0.04% | No change | 4,486 | $494K |
| Trilogy Capital Inc. | 0.02% | Reduce -1.9% | 4,476 | $493K |
| New World Advisors LLC | 0.10% | New | 4,474 | $493K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -10.6% | 4,468 | $492K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 4,458 | $491K |
| Financial Synergies Wealth Advisors, Inc. | 0.05% | Add +0.1% | 4,449 | $490K |
| Stone Summit Wealth LLC | 0.15% | Reduce -0.6% | 4,448 | $490K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -0.0% | 4,448 | $490K |
| Cape Investment Advisory, Inc. | 0.18% | Reduce -8.4% | 4,444 | $489K |
| Fort Point Capital Partners LLC | 0.05% | Add +22.5% | 4,444 | $489K |
| Truefg, LLC | 0.15% | Add +0.0% | 4,437 | $488K |
| MIdWestOne Financial Group, Inc. | 0.06% | No change | 4,435 | $488K |
| Capital Squared Financial LLC | 0.57% | — | 4,433 | $488K |
| Brown Wealth Management, LLC | 0.15% | Add +0.6% | 4,418 | $486K |
| Newman Dignan & Sheerar, Inc. | 0.11% | Reduce -1.2% | 4,399 | $484K |
| Versant Capital Management, Inc | 0.07% | Add +2093.5% | 4,387 | $483K |
| BCS Wealth Management | 0.10% | No change | 4,388 | $483K |
| Allegiance Financial Group Advisory Services LLC | 0.13% | New | 4,383 | $483K |
| Relyea Zuckerberg Hanson LLC | 0.06% | No change | 4,372 | $481K |
| TFO Wealth Partners, LLC | 0.08% | Add +5.8% | 4,370 | $481K |
| Canal Capital Management, LLC | 0.08% | Add +6.0% | 4,337 | $477K |
| Vantage Point Financial LLC | 0.21% | Add +47.2% | 4,334 | $477K |
| Hidden Cove Wealth Management, LLC | 0.34% | Reduce -8.4% | 4,307 | $474K |
| N.E.W. Advisory Services LLC | 0.05% | No change | 4,307 | $474K |
| Legacy Bridge, LLC | 0.22% | No change | 4,305 | $474K |
| Bank Ozk | 0.18% | Reduce -6.4% | 4,279 | $471K |
| Main Street Group, LTD | 0.17% | Add +0.1% | 4,277 | $471K |
| Walled Lake Planning & Wealth Management, LLC | 0.15% | Reduce -2.3% | 4,241 | $467K |
| Beverly Hills Private Wealth, LLC | 0.09% | Reduce -9.7% | 4,207 | $463K |
| Eagle Rock Investment Company, LLC | 0.07% | Reduce -0.7% | 4,200 | $462K |
| Richards, Merrill & Peterson, Inc. | 0.22% | No change | 4,193 | $462K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -0.6% | 4,177 | $460K |
| TrueWealth Advisors, LLC | 0.14% | Add +8.8% | 4,175 | $460K |
| Christensen, King & Associates Investment Services, Inc. | 0.21% | Add +0.0% | 4,172 | $459K |
| Newton One Investments LLC | 0.14% | No change | 4,135 | $455K |
| Jim Saulnier & Associates, LLC | 0.31% | Add +0.4% | 4,084 | $450K |
| Holland Advisory Services, Inc. | 0.66% | Add +0.1% | 4,080 | $449K |
| Fermata Advisors, LLC | 0.12% | Reduce -69.0% | 4,069 | $448K |
| Kelly Financial Group LLC | 0.13% | Add +0.6% | 4,047 | $446K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +1.3% | 4,041 | $445K |
| Aviance Capital Partners, LLC | 0.06% | No change | 4,031 | $444K |
| Floyd Financial Group LLC | 0.41% | No change | 3,986 | $442K |
| Koesten, Hirschmann & Crabtree, INC. | 0.23% | No change | 4,008 | $441K |
| Independent Advisor Alliance | 0.01% | New | 3,999 | $440K |
| Northwest Financial Advisors | 0.61% | Add +0.3% | 3,969 | $437K |
| Vishria Bird Financial Group, LLC | 0.15% | No change | 3,964 | $436K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.1% | 3,963 | $436K |
| Secure Asset Management, LLC | 0.08% | Reduce -2.4% | 3,963 | $436K |
| Larson Financial Group LLC | 0.02% | Add +0.9% | 3,950 | $435K |
| Strategic Financial Concepts, LLC | 0.06% | Reduce -15.6% | 3,946 | $434K |
| Westover Capital Advisors, LLC | 0.09% | No change | 3,920 | $432K |
| Little House Capital LLC | 0.11% | No change | 3,913 | $431K |
| Raab & Moskowitz Asset Management LLC | 0.10% | No change | 3,909 | $430K |
| Trail Ridge Investment Advisors, LLC | 0.21% | Reduce -8.8% | 3,771 | $430K |
| SYM FINANCIAL Corp | 0.05% | No change | 3,898 | $429K |
| Phillips Financial Management, LLC | 0.03% | No change | 3,897 | $429K |
| Cornerstone Wealth Advisors, Inc. | 0.11% | No change | 3,889 | $428K |
| Garrison Point Advisors, LLC | 0.19% | Reduce -2.0% | 3,840 | $423K |
| Coyle Financial Counsel LLC | 0.11% | No change | 3,833 | $422K |
| Shearwater Capital LLC | 0.27% | No change | 3,830 | $422K |
| Inspire Advisors, LLC | 0.04% | Add +6.8% | 3,827 | $421K |
| HFG Advisors, Inc. | 0.33% | No change | 3,814 | $420K |
| Trust Co. of Vermont | 0.02% | Reduce -10.6% | 3,808 | $419K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 3,800 | $418K |
| Formidable Asset Management, LLC | 0.07% | No change | 4,488 | $417K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | No change | 3,751 | $413K |
| Monetary Management Group Inc. | 0.10% | No change | 3,750 | $413K |
| Midwest Heritage Bank, FSB | 0.16% | Add +27.6% | 3,744 | $412K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -1.8% | 3,739 | $412K |
| Warm Springs Advisors Inc. | 0.35% | No change | 3,736 | $411K |
| Financial Insights, Inc. | 0.15% | No change | 3,732 | $411K |
| AssuredPartners Investment Advisors, LLC | 0.10% | Reduce -5.3% | 3,728 | $410K |
| Mascagni Wealth Management, Inc. | 0.35% | No change | 3,725 | $410K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +10.5% | 3,705 | $408K |
| Glen Eagle Advisors, LLC | 0.06% | Add +1.9% | 3,697 | $407K |
| William Mack & Associates, Inc. | 0.26% | No change | 3,690 | $406K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | No change | 3,689 | $406K |
| Select Asset Management & Trust | 0.14% | Reduce -0.9% | 3,666 | $404K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -60.2% | 3,666 | $404K |
| Fairway Wealth LLC | 0.13% | No change | 3,658 | $403K |
| Allium Financial Advisors, LLC | 0.35% | No change | 3,629 | $400K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 3,624 | $399K |
| AlphaStar Capital Management, LLC | 0.03% | New | 3,613 | $398K |
| Glass Jacobson Investment Advisors llc | 0.15% | Reduce -6.7% | 3,609 | $397K |
| Meeder Advisory Services, Inc. | 0.02% | New | 3,604 | $397K |
| Ellevest, Inc. | 0.06% | Add +0.1% | 3,601 | $396K |
| Partners in Financial Planning | 0.07% | Add +0.1% | 3,592 | $396K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -8.5% | 3,586 | $395K |
| Cozad Asset Management Inc. | 0.03% | Reduce -0.6% | 3,585 | $395K |
| Keystone Financial Group | 0.04% | Reduce -3.7% | 3,562 | $392K |
| Global Financial Private Client, LLC | 0.15% | Add +13.3% | 3,556 | $392K |
| Capital Investment Counsel, LLC | 0.06% | No change | 3,536 | $389K |
| Aurdan Capital Management, LLC | 0.13% | No change | 3,530 | $389K |
| RVW Wealth, LLC | 0.03% | No change | 3,525 | $388K |
| Burney Co./ | 0.01% | Add +0.3% | 3,511 | $387K |
| Arbor Trust Wealth Advisors, LLC | 0.19% | Add +0.1% | 3,501 | $385K |
| Investors Research Corp | 0.08% | Add +51.5% | 3,493 | $385K |
| Willner & Heller, LLC | 0.32% | Reduce -17.5% | 3,489 | $384K |
| Klingman & Associates, LLC | 0.02% | No change | 3,482 | $383K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Add +0.1% | 3,468 | $382K |
| Center For Asset Management LLC | 0.24% | No change | 3,727 | $382K |
| Allegheny Financial Group | 0.08% | No change | 3,456 | $381K |
| Centricity Wealth Management, LLC | 0.30% | Add +18.3% | 3,442 | $379K |
| Salus Financial Advisors, LLC | 0.25% | No change | 3,441 | $379K |
| Independent Wealth Network Inc. | 0.14% | Add +0.4% | 3,441 | $379K |
| Petra Financial Advisors Inc. | 0.24% | No change | 3,436 | $378K |
| Black Swift Group, LLC | 0.08% | No change | 3,435 | $378K |
| RMG Wealth Management LLC | 0.06% | — | 3,365 | $378K |
| Swisher Financial Concepts, Inc. | 0.24% | Reduce -19.8% | 3,431 | $378K |
| Pullen Investment Management, LLC | 0.23% | No change | 3,428 | $377K |
| Stonebridge Financial Group, LLC | 0.04% | Reduce -1.0% | 3,427 | $377K |
| Caldwell Trust Co | 0.04% | No change | 3,415 | $376K |
| EWG Elevate Inc. | 0.12% | Reduce -90.4% | 3,414 | $376K |
| Ingalls & Snyder LLC | 0.01% | No change | 3,409 | $375K |
| Lanark Financial, Inc. | 0.03% | Add +56.5% | 3,403 | $374K |
| Portland Global Advisors LLC | 0.04% | No change | 3,395 | $374K |
| Life Line Wealth Management LLC | 0.12% | Add +23.1% | 3,390 | $373K |
| Samalin Investment Counsel, LLC | 0.14% | Add +4.3% | 3,386 | $373K |
| TruWealth Advisors, LLC | 0.02% | No change | 3,352 | $369K |
| Clarity Capital Advisors, LLC | 0.21% | No change | 3,330 | $367K |
| Stiles Financial Services Inc | 0.13% | No change | 3,305 | $364K |
| Legacy Capital Group California, Inc. | 0.10% | Reduce -35.2% | 3,301 | $363K |
| Dunhill Financial, LLC | 0.10% | Add +11.1% | 3,290 | $362K |
| G2 Capital Management, LLC / Oh | 0.10% | No change | 3,288 | $362K |
| Allen Capital Group, LLC | 0.04% | Reduce -0.9% | 3,286 | $362K |
| SMART Wealth LLC | 0.11% | Add +27.6% | 3,282 | $361K |
| Running Point Capital Advisors, LLC | 0.10% | No change | 3,275 | $361K |
| Barr E S & Co. | 0.02% | No change | 3,270 | $360K |
| Freedom Day Solutions, LLC | 0.11% | Reduce -0.0% | 3,265 | $360K |
| Portland Financial Advisors Inc | 0.86% | No change | 3,264 | $359K |
| Nalls Sherbakoff Group, LLC | 0.26% | Add +0.0% | 3,263 | $359K |
| Truvestments Capital LLC | 0.07% | Reduce -3.6% | 3,243 | $357K |
| Schrum Private Wealth Management LLC | 0.29% | Add +10.4% | 3,237 | $356K |
| L & S Advisors Inc | 0.04% | Reduce -0.4% | 3,234 | $356K |
| Wealthcare Capital Management LLC | 0.04% | No change | 3,234 | $356K |
| Lockerman Financial Group, Inc. | 0.48% | Add +6.8% | 3,230 | $356K |
| Veery Capital, LLC | 0.12% | No change | 3,218 | $354K |
| Prasad Wealth Partners, LLC | 0.10% | Add +0.1% | 3,209 | $353K |
| Trexquant Investment LP | 0.00% | New | 3,207 | $353K |
| Full Sail Capital, LLC | 0.02% | Reduce -21.6% | 3,206 | $353K |
| Colonial Trust Advisors | 0.03% | Reduce -3.0% | 3,201 | $352K |
| Kirtland Hills Capital Management, LLC | 0.16% | Add +1.6% | 3,201 | $352K |
| Paulson Wealth Management Inc. | 0.09% | No change | 3,200 | $352K |
| Roble, Belko & Company, Inc | 0.05% | No change | 3,196 | $352K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +9.7% | 3,188 | $351K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -2.8% | 3,185 | $351K |
| Landing Point Financial Group, LLC | 0.22% | No change | 3,180 | $350K |
| Montz Harcus Wealth Management LLC | 0.17% | Add +0.1% | 3,173 | $349K |
| Old Mission Capital LLC | 0.01% | New | 3,171 | $349K |
| Integrity Wealth Solutions LLC | 0.17% | Add +1.3% | 3,170 | $349K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | Add +0.7% | 3,164 | $348K |
| Blue Chip Partners, LLC | 0.03% | Add +0.1% | 3,154 | $347K |
| Basepoint Wealth LLC | 0.27% | Add +0.1% | 3,143 | $346K |
| Forum Private Client Group LLC | 0.13% | Reduce -0.1% | 3,123 | $344K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 3,120 | $344K |
| Zullo Investment Group, Inc. | 0.14% | Add +0.0% | 3,119 | $343K |
| Shira Ridge Wealth Management | 0.16% | Reduce -4.6% | 3,117 | $343K |
| Texas Capital Bancshares Inc | 0.12% | Add +4.3% | 3,109 | $342K |
| Core Wealth Management, Inc. | 0.12% | No change | 3,099 | $341K |
| Wellment Financial | 0.44% | Reduce -4.3% | 3,098 | $341K |
| Summit Wealth Group LLC / Co. | 0.09% | — | 3,091 | $340K |
| Navalign, LLC | 0.09% | Reduce -7.8% | 3,063 | $337K |
| Mountain Capital Investment Advisors Inc. | 0.06% | Reduce -1.2% | 3,092 | $337K |
| TPG Advisors LLC | 0.24% | No change | 3,044 | $335K |
| Affinity Wealth Management LLC | 0.05% | Reduce -2.2% | 3,033 | $334K |
| First American Trust, FSB | 0.03% | No change | 3,021 | $333K |
| Steph & Co. | 0.11% | No change | 3,009 | $331K |
| 1776 Wealth LLC | 0.14% | No change | 3,000 | $330K |
| M. Kraus & Co | 0.10% | Reduce -3.2% | 3,000 | $330K |
| Brady Martz Wealth Solutions, LLC | 0.06% | Reduce -0.1% | 2,999 | $330K |
| Sagace Wealth Management LLC | 0.25% | Add +7.3% | 2,995 | $330K |
| Oarsman Capital, Inc. | 0.05% | Reduce -1.9% | 2,988 | $329K |
| Delta Investment Management, LLC | 0.06% | Reduce -0.7% | 2,958 | $326K |
| Western Financial Corp | 0.17% | Reduce -11.8% | 2,951 | $325K |
| Orange Investment Advisors, Inc. | 0.04% | No change | 2,950 | $325K |
| Smith, Moore & Co. | 0.03% | No change | 2,936 | $323K |
| Good Life Advisors, LLC | 0.02% | Add +16.8% | 2,925 | $322K |
| B & T Capital Management DBA Alpha Capital Management | 0.06% | Add +3.5% | 2,922 | $322K |
| Brand Asset Management Group, Inc. | 0.12% | Add +0.6% | 2,921 | $322K |
| Regatta Capital Group, LLC | 0.06% | No change | 2,909 | $320K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -18.1% | 2,904 | $320K |
| Three Cord True Wealth Management, LLC | 0.24% | Reduce -1.5% | 2,902 | $320K |
| Sargent Investment Group, LLC | 0.04% | Reduce -8.9% | 2,790 | $319K |
| Strategic Point Investment Advisors, LLC | 0.05% | No change | 2,880 | $317K |
| Saxon Interests, Inc. | 0.15% | No change | 3,403 | $316K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | New | 2,851 | $314K |
| Cynosure Group, LLC | 0.04% | Add +7.7% | 2,844 | $313K |
| NewSquare Capital LLC | 0.02% | No change | 2,843 | $313K |
| Duncker Streett & Co. Inc. | 0.06% | Add +0.0% | 2,836 | $312K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -10.4% | 2,836 | $312K |
| Armstrong, Fleming & Moore, Inc | 0.17% | New | 2,835 | $312K |
| Cambria Investment Management, L.P. | 0.02% | New | 2,827 | $311K |
| Empowered Funds, LLC | 0.00% | New | 2,827 | $311K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +2.1% | 2,813 | $310K |
| Foguth Wealth Management, LLC. | 0.07% | Reduce -19.9% | 2,810 | $309K |
| RDA Financial Network | 0.08% | Reduce -19.0% | 2,805 | $309K |
| Founders Financial Alliance, LLC | 0.07% | Add +15.7% | 2,801 | $308K |
| Chesapeake Wealth Management | 0.10% | Reduce -4.8% | 2,790 | $307K |
| Grove Bank & Trust | 0.04% | No change | 2,781 | $306K |
| Accredited Investor Services, LLC | 0.23% | No change | 2,779 | $306K |
| M3 Advisory Group, LLC | 0.21% | No change | 2,778 | $306K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -81.6% | 2,777 | $306K |
| Melfa Wealth Management, Inc. | 0.19% | No change | 2,775 | $306K |
| Pinion Investment Advisors, LLC | 0.11% | Reduce -59.3% | 2,771 | $305K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 2,760 | $304K |
| L.M. Kohn & Company | 0.08% | Reduce -5.6% | 2,752 | $303K |
| SP Asset Management LLC | 0.03% | Add +0.1% | 2,749 | $303K |
| MRA Advisory Group | 0.14% | Add +0.1% | 2,748 | $303K |
| Plum Street Advisors, LLC | 0.13% | Add +3.4% | 2,741 | $302K |
| Paradigm, Strategies in Wealth Management, LLC | 0.20% | No change | 2,735 | $301K |
| Valtinson Bruner Financial Planning LLC | 0.09% | Add +12.1% | 2,728 | $300K |
| Kennicott Capital Management LLC | 0.17% | Reduce -12.8% | 2,724 | $300K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 2,718 | $299K |
| Avity Investment Management Inc. | 0.02% | No change | 2,695 | $297K |
| Davidson Trust Co. | 0.14% | No change | 2,689 | $296K |
| Alpha Advisors, LLC | 0.25% | Add +13.9% | 2,682 | $295K |
| Community Financial Services Group, LLC | 0.06% | No change | 2,676 | $295K |
| United Asset Strategies, Inc. | 0.03% | Reduce -0.2% | 2,672 | $294K |
| Mainstay Capital Management LLC | 0.01% | New | 2,656 | $292K |
| Advisory Alpha, LLC | 0.01% | New | 2,655 | $292K |
| Chicago Capital, LLC | 0.01% | Reduce -14.0% | 2,653 | $292K |
| Cypress Capital Group | 0.04% | No change | 2,650 | $292K |
| Whalerock Point Partners, LLC | 0.06% | No change | 2,646 | $291K |
| Genesee Capital Advisors, LLC | 0.13% | No change | 2,644 | $291K |
| Shelton Wealth Management, LLC | 0.15% | Reduce -11.8% | 2,640 | $291K |
| Oregon Pacific Wealth Management, LLC | 0.27% | Add +1.9% | 2,638 | $290K |
| MCF Advisors LLC | 0.02% | No change | 2,638 | $290K |
| PSI Advisors, LLC | 0.14% | Reduce -21.2% | 2,625 | $289K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Add +8.2% | 2,622 | $289K |
| Mascoma Wealth Management LLC | 0.07% | No change | 2,619 | $288K |
| Gordian Advisors LLC | 0.21% | No change | 2,616 | $288K |
| Fortis Advisors, LLC | 0.18% | Reduce -16.3% | 2,609 | $287K |
| Cambridge Financial Group, LLC | 0.11% | No change | 2,591 | $285K |
| LJI Wealth Management, LLC | 0.05% | No change | 2,589 | $285K |
| Precedent Wealth Partners, LLC | 0.07% | New | 2,588 | $285K |
| Harbor Group, Inc. | 0.05% | Add +0.1% | 2,581 | $284K |
| Proathlete Wealth Management LLC | 0.09% | Add +19.6% | 2,575 | $284K |
| Cim, LLC | 0.04% | Reduce -61.0% | 2,577 | $284K |
| CPC Advisors, LLC | 0.04% | Reduce -4.3% | 2,575 | $284K |
| Horan Securities, Inc. | 0.10% | Add +18.8% | 2,574 | $283K |
| Investment Partners Asset Management, Inc. | 0.20% | Add +0.8% | 2,572 | $283K |
| Aspiriant, LLC | 0.01% | New | 2,570 | $283K |
| SAM Advisors, LLC | 0.10% | New | 2,567 | $283K |
| Vestor Capital, LLC | 0.02% | Reduce -88.0% | 8,272 | $282K |
| Jag Capital Management, LLC | 0.03% | Reduce -22.8% | 2,548 | $281K |
| Atlas Private Wealth Advisors | 0.04% | New | 2,540 | $280K |
| Opinicus Capital, Inc. | 0.21% | Reduce -1.1% | 2,509 | $276K |
| Vaughan David Investments LLC | 0.01% | No change | 2,506 | $276K |
| Loomis Sayles & Co. L P | 0.00% | No change | 2,501 | $275K |
| Vestia Personal Wealth Advisors | 0.19% | Reduce -2.3% | 2,500 | $275K |
| KKM Financial LLC | 0.10% | No change | 2,500 | $275K |
| 1900 Wealth Management LLC | 0.02% | No change | 2,500 | $275K |
| Talon Private Wealth, LLC | 0.04% | Reduce -6.8% | 2,499 | $275K |
| Vantage Financial Partners, LLC | 0.06% | Add +1.5% | 2,494 | $275K |
| BLB&B Advisors, LLC | 0.01% | Add +0.1% | 2,494 | $275K |
| Zuckerman Investment Group, LLC | 0.03% | New | 2,485 | $274K |
| Quent Capital, LLC | 0.03% | No change | 2,484 | $273K |
| Palouse Capital Management, Inc. | 0.18% | No change | 2,480 | $273K |
| Cape Ann Savings Bank | 0.16% | No change | 2,476 | $273K |
| Clientfirst Wealth Management, LLC | 0.28% | No change | 2,472 | $272K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -36.0% | 2,451 | $270K |
| McAdam, LLC | 0.01% | Reduce -4.0% | 2,443 | $269K |
| WealthCare Investment Partners, LLC | 0.10% | Add +0.1% | 2,425 | $269K |
| Motiv8 Investments LLC | 0.16% | No change | 2,436 | $268K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 2,431 | $268K |
| Chemistry Wealth Management LLC | 0.06% | No change | 2,427 | $267K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -3.4% | 2,426 | $267K |
| Windsor Advisory Group, LLC | 0.38% | No change | 2,420 | $266K |
| Avaii Wealth Management, LLC | 0.12% | Add +0.3% | 2,414 | $266K |
| Columbus Macro, LLC | 0.03% | No change | 2,412 | $266K |
| Everest Private Wealth | 0.19% | No change | 2,408 | $265K |
| Resources Management Corp. /CT/ | 0.04% | No change | 2,404 | $265K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 2,406 | $265K |
| Persium Advisors, LLC | 0.22% | No change | 2,406 | $265K |
| Wingate Wealth Advisors, Inc. | 0.24% | Add +3.6% | 2,405 | $265K |
| Garden State Investment Advisory Services LLC | 0.07% | No change | 2,400 | $264K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,400 | $264K |
| Allred Capital Management, LLC | 0.10% | Reduce -10.2% | 2,397 | $264K |
| Crew Capital Management, Ltd | 0.19% | Reduce -8.3% | 2,391 | $263K |
| Michels Family Financial, LLC | 0.22% | Reduce -0.4% | 2,388 | $263K |
| Ledyard National Bank | 0.02% | Reduce -4.4% | 2,371 | $261K |
| Certuity, LLC | 0.02% | Add +0.0% | 2,369 | $261K |
| Professional Financial Advisors, LLC | 0.06% | Reduce -2.9% | 2,360 | $260K |
| Crews Bank & Trust | 0.04% | No change | 2,360 | $260K |
| Sonora Investment Management Group, LLC | 0.02% | New | 2,360 | $260K |
| ARS Investment Partners, LLC | 0.02% | No change | 2,360 | $260K |
| Grey Fox Wealth Advisors, LLC | 0.06% | Reduce -1.2% | 2,353 | $259K |
| James J. Burns & Company, LLC | 0.04% | New | 2,351 | $259K |
| McDonald Partners LLC | 0.06% | Reduce -29.9% | 2,348 | $259K |
| Ellenbecker Investment Group | 0.04% | Reduce -36.8% | 2,347 | $258K |
| Greykasell Wealth Strategies, Inc. | 0.12% | No change | 2,346 | $258K |
| Geneva Partners, LLC | 0.10% | Add +3.0% | 2,342 | $258K |
| Asset Dedication, LLC | 0.02% | Add +42.5% | 2,341 | $258K |
| Nordwand Advisors, LLC | 0.04% | New | 2,340 | $258K |
| OneAscent Financial Services LLC | 0.02% | New | 2,325 | $256K |
| Capital Management Associates, Inc | 0.08% | Reduce -49.9% | 2,322 | $256K |
| Twelve Points Wealth Management LLC | 0.07% | No change | 2,320 | $255K |
| Longview Financial Advisors, Inc. | 0.22% | Add +0.1% | 2,314 | $255K |
| Fortis Capital Management LLC | 0.04% | Reduce -37.1% | 2,306 | $254K |
| Mathes Company, Inc. | 0.09% | No change | 2,300 | $253K |
| Seeds Investor LLC | 0.06% | No change | 2,298 | $253K |
| DB Fitzpatrick & Co, Inc | 0.22% | Reduce -1.2% | 2,294 | $253K |
| Voisard Asset Management Group, Inc. | 0.07% | No change | 2,292 | $252K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +1.3% | 2,289 | $252K |
| Strategic Wealth Partners, Ltd. | 0.02% | — | 2,275 | $250K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -1.1% | 2,275 | $250K |
| Resonant Capital Advisors, LLC | 0.02% | Add +0.0% | 2,274 | $250K |
| Patten & Patten Inc. | 0.02% | Reduce -15.1% | 2,257 | $248K |
| SouthState Bank Corp | 0.01% | Add +1.9% | 2,246 | $247K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 2,128 | $246K |
| Blue Investment Partners LLC | 0.09% | No change | 2,229 | $245K |
| Summit Wealth Group, LLC | 0.06% | No change | 2,223 | $245K |
| Presilium Private Wealth, LLC | 0.05% | Reduce -5.1% | 2,224 | $245K |
| Flow Traders U.S. LLC | 0.01% | New | 2,217 | $244K |
| Argentarii, LLC | 0.11% | Reduce -8.8% | 2,209 | $243K |
| Cordatus Wealth Management LLC | 0.06% | New | 2,200 | $242K |
| David J Yvars Group | 0.14% | New | 2,196 | $242K |
| VSM Wealth Advisory, LLC | 0.08% | Add +0.1% | 2,192 | $241K |
| Oldfather Financial Services, LLC | 0.08% | New | 2,192 | $241K |
| Victory Capital Management Inc. | 0.00% | New | 2,192 | $241K |
| JSF Financial, LLC | 0.06% | Add +0.1% | 2,190 | $241K |
| Forefront Wealth Partners, LLC | 0.17% | New | 2,373 | $241K |
| Anb Bank | 0.11% | Reduce -3.5% | 2,185 | $241K |
| Sachem Hill LLC | 0.05% | Reduce -42.2% | 2,185 | $241K |
| First Bank & Trust | 0.04% | Reduce -13.5% | 2,184 | $240K |
| Colonial Trust Co / SC | 0.03% | No change | 2,173 | $239K |
| Greenwood Capital Associates LLC | 0.03% | No change | 2,160 | $238K |
| Legacy Financial Strategies, LLC | 0.05% | New | 2,157 | $237K |
| Exchange Capital Management, Inc. | 0.04% | No change | 2,155 | $237K |
| Edgemoor Investment Advisors, Inc. | 0.02% | New | 2,153 | $237K |
| Advisor OS, LLC | 0.02% | New | 2,146 | $236K |
| Goodman Advisory Group, LLC | 0.08% | No change | 2,143 | $236K |
| A&I Financial Services, LLC | 0.13% | New | 2,137 | $235K |
| Stewardship Advisors, LLC | 0.06% | New | 2,136 | $235K |
| Menard Financial Group LLC | 0.14% | No change | 2,129 | $234K |
| Performance Wealth Partners, LLC | 0.01% | New | 2,124 | $234K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -15.2% | 2,120 | $233K |
| Guidance Capital, Inc. | 0.07% | Reduce -7.7% | 2,085 | $233K |
| D'Orazio & Associates, Inc. | 0.03% | Reduce -18.4% | 2,103 | $232K |
| Barnes Pettey Financial Advisors, LLC | 0.15% | New | 2,100 | $231K |
| Impact Capital Partners LLC | 0.08% | New | 2,092 | $230K |
| Legacy Private Trust Co. | 0.01% | New | 2,088 | $230K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Reduce -7.2% | 2,075 | $228K |
| Tidal Investments LLC | 0.00% | New | 2,072 | $228K |
| Quest 10 Wealth Builders, Inc. | 0.22% | Reduce -1.8% | 2,068 | $228K |
| Planning Alternatives Ltd. | 0.03% | New | 2,063 | $227K |
| Aspen Wealth Management LLC | 0.06% | New | 2,045 | $225K |
| Charles Schwab Trust Co | 0.02% | New | 2,041 | $225K |
| Stage Harbor Financial, LLC | 0.18% | New | 2,040 | $225K |
| Platform Technology Partners | 0.06% | New | 2,040 | $225K |
| Debussy Capital Management LP | 0.03% | Reduce -7.1% | 2,040 | $225K |
| WESPAC Advisors, LLC | 0.16% | Reduce -86.0% | 2,039 | $224K |
| Tranquility Partners, LLC | 0.08% | New | 2,034 | $224K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 2,034 | $224K |
| Human Investing LLC | 0.04% | Reduce -21.8% | 2,032 | $224K |
| CarsonAllaria Wealth Management, Ltd. | 0.12% | Add +69.4% | 2,031 | $224K |
| Leigh Baldwin & Co., LLC | 0.15% | New | 2,021 | $223K |
| Centric Wealth Management | 0.05% | New | 1,927 | $221K |
| Palisades Hudson Asset Management, L.P. | 0.09% | New | 2,010 | $221K |
| Plan Group Financial, LLC | 0.07% | New | 2,007 | $221K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -0.3% | 2,007 | $221K |
| Northeast Investment Management | 0.01% | New | 2,004 | $221K |
| REAP Financial Group, LLC | 0.05% | Add +10.9% | 2,002 | $220K |
| Signature Resources Capital Management, LLC | 0.13% | Add +202.9% | 1,999 | $220K |
| NorthStar Asset Management LLC | 0.12% | New | 1,995 | $220K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 1,994 | $219K |
| Delos Wealth Advisors, LLC | 0.17% | New | 1,992 | $219K |
| Integris Wealth Management, LLC | 0.06% | New | 1,991 | $219K |
| Arkos Global Advisors | 0.03% | New | 1,984 | $218K |
| North Forty Two & Co. | 0.23% | New | 1,972 | $217K |
| Heritage Family Offices, LLP | 0.11% | No change | 2,339 | $216K |
| Ignite Planners, LLC | 0.04% | New | 1,919 | $216K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 1,958 | $216K |
| Mattern Capital Management, LLC | 0.03% | Reduce -22.5% | 1,954 | $215K |
| Aire Advisors, LLC | 0.04% | Reduce -11.0% | 1,952 | $215K |
| Premier Path Wealth Partners, LLC | 0.03% | New | 1,950 | $215K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | New | 1,948 | $214K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 1,940 | $214K |
| Gradient Investments LLC | 0.00% | New | 1,936 | $213K |
| First Business Financial Services, Inc. | 0.02% | New | 1,933 | $213K |
| Builder Investment Group Inc. | 0.05% | New | 1,931 | $213K |
| Bluesphere Advisors LLC | 0.11% | Reduce -26.0% | 1,928 | $212K |
| Coppell Advisory Solutions LLC | 0.03% | New | 1,935 | $212K |
| Plan A Wealth LLC | 0.12% | New | 1,921 | $212K |
| Interactive Financial Advisors, Inc. | 0.10% | New | 1,918 | $211K |
| Inlight Wealth Management, LLC | 0.11% | No change | 210,897 | $211K |
| Covenant Asset Management, LLC | 0.04% | New | 1,914 | $211K |
| Nova Wealth Management, Inc. | 0.15% | Reduce -1.3% | 1,911 | $210K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 1,907 | $210K |
| Fortitude Advisory Group L.L.C. | 0.12% | New | 1,898 | $209K |
| Zions Bancorporation, National Association | 0.01% | No change | 1,894 | $209K |
| BancFirst Trust & Investment Management | 0.10% | New | 1,896 | $208K |
| Abacus Wealth Partners, LLC | 0.03% | New | 1,880 | $207K |
| Post Resch Tallon Group Inc. | 0.20% | New | 1,861 | $205K |
| Riverbend Wealth Management, LLC | 0.15% | New | 1,860 | $205K |
| Norris Perne & French LLP | 0.01% | New | 1,860 | $205K |
| Ridgeline Wealth, LLC | 0.17% | Reduce -17.5% | 1,857 | $204K |
| Tandem Capital Management Corp. | 0.10% | New | 1,853 | $204K |
| Solidarity Wealth, LLC | 0.05% | New | 1,850 | $204K |
| Tyche Wealth Partners LLC | 0.04% | New | 1,847 | $203K |
| Rockline Wealth Management, LLC | 0.05% | New | 1,841 | $203K |
| E&G Advisors, LLC | 0.05% | New | 1,840 | $203K |
| Foster Victor Wealth Advisors, LLC | 0.01% | New | 1,827 | $203K |
| Stonegate Investment Group, LLC | 0.01% | New | 1,838 | $202K |
| TCTC Holdings, LLC | 0.01% | No change | 1,832 | $202K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -28.3% | 1,781 | $201K |
| Bfsg, LLC | 0.02% | No change | 1,814 | $200K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 1,795 | $198K |
| Soundwatch Capital LLC | 0.03% | New | 18,600 | $192K |
| Covenant Partners, LLC | 0.06% | No change | 1,733 | $191K |
| Ameriflex Group, Inc. | 0.10% | No change | 1,722 | $188K |
| Evermay Wealth Management LLC | 0.02% | Reduce -17.8% | 1,691 | $186K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 1,664 | $183K |
| Atlantic Private Wealth, LLC | 0.12% | Add +0.1% | 1,603 | $176K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | Add +8.5% | 1,550 | $171K |
| Addison Advisors LLC | 0.04% | No change | 1,536 | $169K |
| First PREMIER Bank | 0.04% | No change | 1,530 | $168K |
| Hemington Wealth Management | 0.02% | No change | 1,527 | $168K |
| Abound Wealth Management | 0.05% | Reduce -38.0% | 1,480 | $163K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 1,453 | $160K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 1,448 | $159K |
| Bangor Savings Bank | 0.01% | Reduce -1.7% | 1,448 | $159K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.1% | 1,373 | $151K |
| Harbor Asset Planning, Inc. | 0.14% | — | 1,347 | $148K |
| Cardinal Strategic Wealth Guidance | 0.04% | No change | 1,326 | $146K |
| Center for Financial Planning, Inc. | 0.02% | No change | 1,318 | $145K |
| Red Tortoise LLC | 0.07% | No change | 1,316 | $145K |
| CoreFirst Bank & Trust | 0.08% | New | 1,292 | $142K |
| Insight Inv LLC | 0.09% | No change | 1,280 | $141K |
| FSA Wealth Management LLC | 0.05% | No change | 1,180 | $130K |
| Berkshire Money Management, Inc. | 0.01% | Reduce -61.7% | 1,171 | $129K |
| Clearstead Trust, LLC | 0.02% | No change | 1,168 | $129K |
| Wolff Wiese Magana LLC | 0.08% | No change | 1,162 | $128K |
| Briaud Financial Planning Inc | 0.05% | Add +80.3% | 1,150 | $126K |
| Team Financial Group, LLC | 0.06% | New | 1,131 | $124K |
| Realta Investment Advisors | 0.05% | Reduce -29.6% | 1,122 | $124K |
| Wood Tarver Financial Group, LLC | 0.04% | No change | 1,100 | $121K |
| MPWM Advisory Solutions, LLC | 0.08% | No change | 1,092 | $120K |
| Pineridge Advisors LLC | 0.04% | Add +3526.7% | 1,088 | $120K |
| West Branch Capital LLC | 0.04% | Reduce -13.1% | 1,084 | $119K |
| Milestone Investment Advisors LLC | 0.03% | No change | 1,076 | $118K |
| Aventura Private Wealth, LLC | 0.05% | No change | 1,064 | $117K |
| Perritt Capital Management Inc | 0.06% | Add +0.1% | 1,063 | $117K |
| Black Cypress Capital Management, LLC | 0.10% | Reduce -18.0% | 1,059 | $117K |
| Bulwark Capital Corp | 0.10% | — | 1,044 | $115K |
| Hoese & Co LLP | 0.09% | No change | 1,032 | $114K |
| IMA Advisory Services, Inc. | 0.01% | No change | 1,031 | $114K |
| Register Financial Advisors LLC | 0.05% | No change | 1,031 | $114K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,008 | $111K |
| JDM Financial Group LLC | 0.05% | No change | 996 | $110K |
| Pittenger & Anderson Inc. | 0.00% | No change | 965 | $106K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -20.1% | 961 | $106K |
| Motco | 0.01% | No change | 920 | $105K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 950 | $105K |
| Murphy & Mullick Capital Management Corp | 0.08% | Reduce -34.6% | 884 | $101K |
| Balentine LLC | 0.00% | No change | 874 | $96K |
| Hoey Investments, Inc. | 0.01% | No change | 865 | $95K |
| American National Bank & Trust | 0.01% | No change | 854 | $94K |
| Armor Investment Advisors, LLC | 0.03% | No change | 838 | $92K |
| Ballast Advisors LLC | 0.03% | No change | 838 | $92K |
| Rise Advisors, LLC | 0.04% | Add +0.1% | 820 | $90K |
| Graney & King, LLC | 0.06% | Reduce -3.2% | 817 | $90K |
| Tradewinds Capital Management, LLC | 0.02% | Reduce -30.0% | 807 | $89K |
| TruNorth Capital Management, LLC | 0.02% | No change | 802 | $88K |
| Hantz Financial Services, Inc. | 0.00% | Add +19.4% | 800 | $88K |
| Frazier Financial Advisors, LLC | 0.06% | Add +0.1% | 757 | $83K |
| IAG Wealth Partners, LLC | 0.01% | No change | 754 | $83K |
| Aspect Partners, LLC | 0.04% | No change | 720 | $79K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | New | 695 | $77K |
| Archer Investment Corp | 0.02% | No change | 681 | $75K |
| Garrison Bradford & Associates Inc. | 0.08% | No change | 677 | $75K |
| Rice Partnership, LLC | 0.01% | No change | 668 | $74K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 642 | $71K |
| Pin Oak Investment Advisors Inc. | 0.06% | Reduce -5.0% | 764 | $70K |
| Lazard Asset Management LLC | 0.00% | No change | 640 | $70K |
| Independence Bank of Kentucky | 0.01% | Add +13.6% | 625 | $69K |
| Capital Investment Counsel, Inc | 0.01% | No change | 612 | $67K |
| Roxbury Financial LLC | 0.06% | Add +6.2% | 579 | $64K |
| Chilton Capital Management LLC | 0.00% | No change | 576 | $63K |
| Brooklyn Investment Group | 0.01% | Add +268.2% | 567 | $62K |
| Nemes Rush Group LLC | 0.01% | Add +15.4% | 555 | $61K |
| Westside Investment Management, Inc. | 0.01% | No change | 555 | $61K |
| Concord Wealth Partners | 0.01% | No change | 551 | $61K |
| Valued Wealth Advisors LLC | 0.03% | Reduce -82.0% | 539 | $59K |
| Adirondack Trust Co. | 0.02% | No change | 537 | $59K |
| Curio Wealth, LLC | 0.03% | Add +51800.0% | 519 | $57K |
| Park Square Financial Group, LLC | 0.04% | No change | 511 | $56K |
| True Wealth Design, LLC | 0.02% | No change | 501 | $55K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +11.7% | 497 | $55K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 481 | $53K |
| Kozak & Associates, Inc. | 0.01% | Add +0.2% | 471 | $52K |
| Avondale Wealth Management | 0.03% | No change | 460 | $51K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 460 | $51K |
| Providence Capital Advisors, LLC | 0.01% | New | 457 | $50K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 452 | $50K |
| Christopher J. Hasenberg, Inc | 0.02% | No change | 452 | $50K |
| Tucker Asset Management LLC | 0.02% | Reduce -51.9% | 450 | $50K |
| Holos Integrated Wealth LLC | 0.03% | Reduce -55.6% | 425 | $49K |
| PrairieView Partners, LLC | 0.00% | No change | 444 | $48K |
| St Germain D J Co. Inc. | 0.00% | Add +655.4% | 423 | $47K |
| Morgan Dempsey Capital Management LLC | 0.02% | New | 400 | $44K |
| HighMark Wealth Management LLC | 0.02% | Add +11.8% | 398 | $44K |
| Atwood & Palmer Inc. | 0.00% | No change | 396 | $44K |
| Compass Financial Services Inc | 0.02% | Add +0.3% | 391 | $43K |
| Financial Connections Group, Inc. | 0.02% | No change | 380 | $41K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -13.2% | 355 | $39K |
| BankPlus Trust Department | 0.01% | No change | 355 | $39K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 356 | $39K |
| PFS Partners, LLC | 0.02% | Reduce -26.4% | 337 | $37K |
| Ryan Investment Management, Inc. | 0.02% | — | 331 | $36K |
| Copia Wealth Management | 0.03% | No change | 300 | $33K |
| Gleason Group, Inc. | 0.00% | No change | 297 | $33K |
| GoalVest Advisory LLC | 0.01% | No change | 292 | $32K |
| Mechanics Financial Corp | 0.01% | No change | 290 | $32K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 285 | $31K |
| Darwin Wealth Management, LLC | 0.01% | Reduce -84.8% | 276 | $30K |
| Chesapeake Asset Management LLC | 0.03% | No change | 276 | $30K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -41.0% | 278 | $30K |
| Boreal Capital Management LLC | 0.03% | — | 270 | $30K |
| DecisionPoint Financial, LLC | 0.01% | No change | 265 | $29K |
| Founders Capital Management | 0.02% | No change | 250 | $28K |
| Centennial Bank | 0.01% | No change | 234 | $26K |
| Morling Financial Advisors, LLC | 0.01% | No change | 234 | $26K |
| McIlrath & Eck, LLC | 0.00% | No change | 227 | $25K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 220 | $24K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 220 | $24K |
| Basso Capital Management, L.P. | 0.02% | No change | 201 | $22K |
| Creative Capital Management Investments LLC | 0.01% | No change | 200 | $22K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -84.7% | 190 | $21K |
| Total Investment Management Inc. | 0.00% | New | 182 | $20K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 175 | $19K |
| Capital A Wealth Management, LLC | 0.20% | Reduce -97.6% | 235 | $18K |
| Creekmur Asset Management LLC | 0.00% | No change | 155 | $17K |
| Pacifica Partners Inc. | 0.01% | No change | 150 | $16K |
| Horizons Wealth Management | 0.01% | No change | 148 | $16K |
| Cheviot Value Management, LLC | 0.00% | Add +193.8% | 141 | $16K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -74.1% | 137 | $15K |
| Field & Main Bank | 0.00% | No change | 128 | $14K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 127 | $14K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | New | 125 | $14K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 121 | $13K |
| MGB Wealth Management, LLC | 0.00% | New | 112 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 105 | $12K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -45.0% | 104 | $11K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 100 | $11K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 88 | $10K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +1.2% | 87 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 82 | $9K |
| Financial Gravity Companies, Inc. | 0.00% | — | 81 | $9K |
| Grand Wealth Management, LLC | 0.00% | Reduce -49.0% | 76 | $8K |
| Family Legacy Financial Solutions, LLC | 0.01% | — | 74 | $8K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 71 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -37.5% | 70 | $8K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 65 | $7K |
| Paladin Advisory Group, LLC | 0.01% | Add +97.0% | 65 | $7K |
| Affinity Wealth LLC | 0.01% | No change | 61 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 49 | $5K |
| Trust Co | 0.00% | No change | 48 | $5K |
| Howe & Rusling Inc. | 0.00% | No change | 44 | $5K |
| NFSG Corp | 0.00% | Reduce -69.7% | 40 | $4K |
| Financially Speaking Inc | 0.00% | No change | 34 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 28 | $3K |
| North Capital, Inc. | 0.00% | No change | 25 | $3K |
| Robinswood Financial LLC | 0.00% | No change | 16 | $2K |
| Headlands Technologies LLC | 0.00% | Reduce -99.2% | 15 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 12 | $1K |
| Arcadia Investment Management Corp. | 0.00% | No change | 10 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 18 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 8 | $880 |
"% 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.