iShares S&P 500 Growth ETFIVWETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 1,939 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 50 from Q2 2025. 113 opened new positions and 55 sold out. The largest holders were Envestnet Asset Management Inc. ($5.5B), JPMorgan Chase & Co. ($5.0B) and Morgan Stanley ($4.0B). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $142.4M |
| Exits | 55 | $76.9M |
All 13F filers, Q2 2025 → Q3 2025: 12,295,747 shares bought and 15,031,368 shares sold, net −2,735,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,939 holders
| Envestnet Asset Management Inc. | 1.58% | Add +0.4% | 45,556,746 | $5.5B |
| JPMorgan Chase & Co. | 0.32% | Reduce -2.5% | 41,335,848 | $5.0B |
| Morgan Stanley | 0.24% | Reduce -1.6% | 33,459,761 | $4.0B |
| LPL Financial LLC | 0.69% | Add +4.5% | 19,458,986 | $2.3B |
| Bank of America Corp. | 0.17% | Reduce -1.4% | 18,438,131 | $2.2B |
| Wells Fargo & Company | 0.37% | Reduce -4.1% | 14,940,940 | $1.8B |
| UBS Group AG | 0.21% | Add +0.9% | 8,911,282 | $1.1B |
| Ameriprise Financial Inc. | 0.23% | Reduce -0.8% | 8,428,311 | $1.0B |
| Stifel Financial Corp. | 0.79% | Add +0.4% | 7,158,604 | $864.2M |
| PNC Financial Services Group, Inc. | 0.41% | Reduce -0.3% | 5,550,827 | $670.1M |
| Cwm, LLC | 1.74% | Reduce -8.5% | 4,798,004 | $579.2M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -29.0% | 4,514,028 | $544.9M |
| BlackRock, Inc. | 0.01% | Reduce -4.1% | 4,365,895 | $527.1M |
| Cetera Investment Advisers | 0.61% | Add +32.8% | 4,362,568 | $526.6M |
| Raymond James Financial Inc. | 0.17% | Add +1.2% | 4,309,062 | $520.2M |
| M&T Bank Corp | 1.67% | Reduce -3.1% | 4,116,504 | $496.9M |
| FIL Ltd | 0.37% | Add +14.6% | 3,898,341 | $470.6M |
| Lido Advisors, LLC | 1.82% | Add +6.5% | 3,639,449 | $439.4M |
| Mariner, LLC | 0.56% | Reduce -0.4% | 3,604,139 | $435.1M |
| Park Avenue Securities LLC | 3.37% | Reduce -1.5% | 3,575,069 | $431.6M |
| Envestnet Portfolio Solutions, Inc. | 1.58% | Reduce -5.2% | 3,551,332 | $428.7M |
| MML Investors Services, LLC | 1.06% | Reduce -1.4% | 3,286,708 | $396.8M |
| Commonwealth Equity Services, LLC | 0.50% | Reduce -10.5% | 3,220,554 | $388.8M |
| Royal Bank of Canada | 0.07% | Add +1.4% | 3,218,816 | $388.6M |
| Manufacturers Life Insurance Company, The | 0.29% | Add +70.2% | 2,908,525 | $351.1M |
| Jones Financial Companies LLLP | 0.23% | Add +1.9% | 2,811,945 | $336.8M |
| Regions Financial Corp. | 2.16% | Reduce -1.3% | 2,750,825 | $332.1M |
| HB Wealth Management, LLC | 1.98% | Add +5.7% | 2,409,948 | $290.9M |
| Janney Montgomery Scott LLC | 0.62% | Reduce -4.1% | 2,151,752 | $259.8M |
| Osaic Holdings, Inc. | 0.35% | Add +3.8% | 2,143,920 | $252.0M |
| FMR LLC | 0.01% | Reduce -0.5% | 2,036,951 | $245.9M |
| HighTower Advisors, LLC | 0.27% | Add +6.5% | 1,998,086 | $241.2M |
| Sofi Wealth, LLC | 12.39% | Reduce -1.5% | 1,905,256 | $230.0M |
| Foundations Investment Advisors, LLC | 3.31% | Add +3.2% | 1,887,453 | $227.9M |
| NewEdge Advisors, LLC | 0.94% | Add +3.6% | 1,718,950 | $207.5M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +1.3% | 1,677,939 | $202.6M |
| Bank of New York Mellon Corp | 0.04% | Add +1.4% | 1,649,365 | $199.1M |
| Steward Partners Investment Advisory, LLC | 1.08% | Add +104.7% | 1,562,762 | $188.7M |
| Thrivent Financial for Lutherans | 0.35% | Add +196.9% | 1,441,392 | $174.0M |
| Sanctuary Advisors, LLC | 0.90% | Reduce -3.7% | 1,306,322 | $157.7M |
| Moneta Group Investment Advisors LLC | 1.24% | Add +2.4% | 1,293,428 | $156.1M |
| JB Capital LLC | 6.27% | Add +0.2% | 1,204,563 | $145.4M |
| Truist Financial Corp. | 0.19% | Reduce -2.0% | 1,165,761 | $140.7M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Add +1.3% | 1,142,758 | $138.0M |
| Rehmann Capital Advisory Group | 7.41% | Reduce -4.3% | 1,120,983 | $135.4M |
| MAI Capital Management | 0.84% | Reduce -0.2% | 1,111,594 | $134.2M |
| Calamos Wealth Management LLC | 4.88% | Add +2.3% | 1,107,429 | $133.7M |
| United Capital Financial Advisors, LLC | 0.93% | Reduce -3.0% | 1,065,257 | $128.6M |
| Focus Partners Wealth | 0.21% | Reduce -0.5% | 1,060,962 | $128.1M |
| LVZ, Inc. | 14.09% | Add +19.4% | 1,026,958 | $124.0M |
| Courier Capital LLC | 6.91% | Reduce -2.1% | 998,419 | $120.5M |
| Comerica Bank | 0.43% | Reduce -3.3% | 952,775 | $115.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.81% | Reduce -5.4% | 950,939 | $114.8M |
| US Bancorp \de | 0.14% | Reduce -30.1% | 943,485 | $113.9M |
| Two Sigma Investments, LP | 0.17% | Reduce -29.5% | 893,931 | $107.9M |
| NorthCoast Asset Management LLC | 0.42% | Add +2.7% | 892,589 | $107.8M |
| Baird Financial Group, Inc. | 0.17% | Reduce -3.3% | 883,663 | $106.7M |
| Modern Wealth Management, LLC | 2.05% | Reduce -20.8% | 858,560 | $103.6M |
| Keybank National Association | 0.32% | Reduce -1.6% | 761,658 | $91.9M |
| Advocacy Wealth Management, LLC | 3.96% | Add +0.8% | 754,939 | $91.1M |
| Northern Trust Corp. | 0.01% | Add +0.0% | 731,210 | $88.3M |
| World Investment Advisors | 1.80% | Reduce -1.9% | 729,990 | $88.1M |
| Modera Wealth Management, LLC | 1.00% | Reduce -0.8% | 714,830 | $86.3M |
| Ascent Group, LLC | 2.96% | Reduce -5.4% | 693,464 | $83.7M |
| AE Wealth Management LLC | 0.53% | Add +4.1% | 693,299 | $83.7M |
| Kestra Advisory Services, LLC | 0.38% | Reduce -2.9% | 689,623 | $83.3M |
| Midland Wealth Advisors, LLC | 4.39% | Reduce -40.2% | 680,238 | $82.1M |
| Rockefeller Capital Management L.P. | 0.16% | Add +2.0% | 677,237 | $81.8M |
| Private Advisor Group, LLC | 0.40% | Reduce -2.7% | 672,804 | $81.2M |
| Fifth Third Bancorp | 0.26% | Reduce -8.4% | 666,244 | $80.4M |
| Creative Planning | 0.06% | Add +1.3% | 650,204 | $78.5M |
| Salomon & Ludwin, LLC | 6.85% | Reduce -4.7% | 628,889 | $76.1M |
| Stegner Investment Associates Inc. | 41.74% | Reduce -0.8% | 630,543 | $76.1M |
| Valmark Advisers, Inc. | 0.97% | Reduce -2.0% | 619,350 | $74.8M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -0.1% | 615,149 | $74.4M |
| SilverOak Wealth Management LLC | 11.84% | Add +0.0% | 581,363 | $70.2M |
| Bank of Montreal | 0.03% | Reduce -1.1% | 554,145 | $66.9M |
| USA Financial Formulas | 11.64% | Reduce -4.5% | 547,462 | $66.1M |
| Allworth Financial LP | 0.28% | Reduce -1.1% | 530,547 | $64.0M |
| North Star Investment Management Corp. | 4.03% | Add +0.3% | 518,899 | $62.6M |
| Probity Advisors, Inc. | 9.81% | Reduce -1.1% | 501,264 | $60.5M |
| SCS Capital Management LLC | 0.66% | Reduce -17.1% | 499,052 | $60.2M |
| Austin Private Wealth, LLC | 4.45% | Reduce -10.1% | 478,631 | $57.8M |
| Captrust Financial Advisors | 0.12% | Add +0.4% | 477,996 | $57.7M |
| CreativeOne Wealth, LLC | 1.37% | Reduce -1.2% | 463,167 | $55.9M |
| Waverly Advisors, LLC | 0.56% | Add +2.4% | 462,200 | $55.8M |
| Atria Investments, Inc | 0.63% | Add +4.5% | 457,419 | $55.2M |
| Choreo, LLC | 0.68% | Reduce -3.1% | 431,975 | $52.1M |
| Sigma Planning Corp | 1.48% | Add +0.8% | 431,166 | $52.1M |
| OneDigital Investment Advisors LLC | 0.52% | Reduce -5.0% | 420,999 | $50.8M |
| West Wealth Group, LLC | 11.43% | Add +0.5% | 421,069 | $50.7M |
| Principal Securities, Inc. | 0.83% | Add +8.8% | 418,180 | $50.5M |
| Icon Wealth Advisors, LLC | 3.41% | Reduce -1.7% | 416,245 | $50.2M |
| IFP Advisors, Inc | 1.27% | Add +68.5% | 405,012 | $48.9M |
| Stratos Wealth Partners, LTD. | 0.58% | Add +38.1% | 402,642 | $48.6M |
| &partners | 0.31% | Add +15.7% | 400,855 | $48.4M |
| MA Private Wealth | 7.94% | Reduce -0.1% | 390,974 | $47.2M |
| Connecticut Wealth Management, LLC | 2.08% | Reduce -0.1% | 388,817 | $46.9M |
| Encompass Wealth Advisors, LLC | 15.54% | Add +0.1% | 378,086 | $45.6M |
| Barings LLC | 0.88% | Add +51.9% | 371,209 | $44.8M |
| Financial Life Advisors | 14.38% | Reduce -4.8% | 370,887 | $44.8M |
| Clearstead Advisors, LLC | 0.64% | Add +1.1% | 366,620 | $44.3M |
| Lee Financial Co | 5.51% | Reduce -0.5% | 362,653 | $43.8M |
| 1834 Investment Advisors Co. | 5.36% | Reduce -11.5% | 361,933 | $43.7M |
| Foundation Wealth Management, LLC | 29.08% | Reduce -2.6% | 353,823 | $42.7M |
| Calydon Capital | 6.78% | Reduce -50.0% | 351,998 | $42.5M |
| Citigroup Inc. | 0.03% | Add +0.1% | 343,373 | $41.5M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -8.5% | 339,076 | $40.9M |
| Greenleaf Trust | 0.37% | Reduce -0.7% | 338,801 | $40.9M |
| Busey Bank | 1.13% | Reduce -1.4% | 336,790 | $40.7M |
| CGC Financial Services, LLC | 11.18% | New | 335,855 | $40.5M |
| LMG Wealth Partners, LLC | 7.50% | Reduce -0.1% | 334,164 | $40.3M |
| Sharkey, Howes & Javer | 5.08% | Add +1.7% | 327,477 | $39.5M |
| Pathstone Holdings, LLC | 0.15% | Reduce -0.0% | 323,097 | $39.0M |
| Praetorian Wealth Management, Inc. | 7.91% | Reduce -1.6% | 319,294 | $38.5M |
| Bokf, NA | 0.58% | Reduce -1.3% | 316,794 | $38.2M |
| Dynasty Wealth Management, LLC | 0.51% | Add +70.2% | 315,669 | $38.1M |
| Concurrent Investment Advisors, LLC | 0.65% | Add +0.4% | 312,243 | $37.7M |
| BOK Financial Private Wealth, Inc. | 2.35% | Reduce -4.0% | 309,677 | $37.4M |
| Amarillo National Bank | 6.56% | Reduce -1.1% | 309,320 | $37.3M |
| Corient Private Wealth LP | 0.06% | Add +10.5% | 304,135 | $36.7M |
| J.W. Cole Advisors, Inc. | 0.70% | Add +5.1% | 303,061 | $36.6M |
| MV Capital Management, Inc. | 3.45% | Reduce -1.4% | 297,725 | $35.9M |
| Sterling Investment Counsel, LLC | 11.39% | Add +67.4% | 294,224 | $35.5M |
| Farther Finance Advisors, LLC | 0.54% | Add +42.1% | 293,366 | $35.4M |
| Arkadios Wealth Advisors | 0.87% | Reduce -4.4% | 292,201 | $35.3M |
| Powell Investment Advisors, LLC | 12.26% | Reduce -0.8% | 290,370 | $35.1M |
| Orion Porfolio Solutions, LLC | 0.27% | Reduce -8.3% | 288,852 | $34.9M |
| Cerity Partners LLC | 0.06% | Reduce -10.7% | 287,129 | $34.7M |
| SteelPeak Wealth, LLC | 1.15% | Reduce -3.2% | 283,423 | $34.2M |
| Sagespring Wealth Partners, LLC | 0.67% | Add +6.9% | 283,078 | $34.2M |
| Stone House Investment Management, LLC | 5.69% | Reduce -4.5% | 279,896 | $33.8M |
| Wealthspire Advisors, LLC | 0.18% | Reduce -2.6% | 278,216 | $33.6M |
| Silicon Valley Capital Partners | 3.13% | Reduce -0.0% | 274,693 | $33.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.66% | Reduce -0.5% | 274,300 | $33.1M |
| Vestmark Advisory Solutions, Inc. | 0.63% | Add +231.7% | 273,381 | $33.0M |
| Blue Edge Capital, LLC | 4.63% | Add +2.6% | 269,798 | $32.6M |
| Gladstone Institutional Advisory LLC | 1.25% | Add +1.6% | 268,762 | $32.4M |
| Capital Analysts, LLC | 0.94% | Add +2.9% | 266,579 | $32.2M |
| First Merchants Corp. | 1.21% | Add +0.6% | 266,104 | $32.1M |
| First Hawaiian Bank | 4.09% | Reduce -4.5% | 263,928 | $31.9M |
| Mgo One Seven LLC | 0.73% | Add +286.9% | 261,916 | $31.6M |
| Apollon Wealth Management, LLC | 0.56% | Add +9.8% | 260,728 | $31.5M |
| Wilmington Savings Fund Society, FSB | 0.76% | Reduce -3.9% | 260,217 | $31.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.81% | Reduce -50.0% | 260,000 | $31.4M |
| Integrity Alliance, Llc. | 1.48% | Add +13.3% | 259,139 | $31.3M |
| Meridian Wealth Partners, LLC | 4.29% | Add +56.6% | 258,036 | $31.2M |
| Liberty Wealth Management LLC | 4.38% | Add +2.7% | 257,637 | $31.1M |
| Ewa, LLC | 8.59% | Reduce -3.4% | 256,954 | $31.0M |
| Integrated Wealth Concepts LLC | 0.28% | Reduce -50.1% | 256,883 | $31.0M |
| ShoreHaven Wealth Partners, LLC | 11.41% | Add +1.9% | 255,391 | $30.8M |
| Pettinga Financial Advisors LLC | 6.00% | Reduce -2.1% | 254,846 | $30.8M |
| Sequoia Financial Advisors, LLC | 0.19% | Reduce -0.2% | 254,480 | $30.7M |
| Global Retirement Partners, LLC | 0.69% | Add +5.1% | 253,769 | $30.6M |
| Natixis Advisors, LLC | 0.04% | Add +1.8% | 253,099 | $30.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -19.9% | 252,239 | $30.5M |
| Cahill Financial Advisors Inc. | 3.45% | Reduce -3.1% | 251,223 | $30.3M |
| Stokes Family Office, LLC | 2.87% | Reduce -7.2% | 250,683 | $30.3M |
| Horst & Graben Wealth Management LLC | 4.59% | Reduce -2.6% | 248,839 | $30.0M |
| Beacon Pointe Advisors, LLC | 0.25% | Reduce -11.1% | 248,691 | $30.0M |
| Kwmg, LLC | 2.60% | Add +0.5% | 246,145 | $29.7M |
| TD Private Client Wealth LLC | 0.67% | Reduce -11.3% | 245,036 | $29.6M |
| Csenge Advisory Group | 1.41% | Reduce -2.2% | 244,213 | $29.5M |
| Kestra Private Wealth Services, LLC | 0.38% | Add +6.5% | 243,393 | $29.4M |
| HSBC Holdings PLC | 0.02% | No change | 241,400 | $29.1M |
| ADG Wealth Management Group, LLC | 23.14% | Reduce -0.9% | 241,164 | $29.1M |
| High Falls Advisors, Inc | 5.93% | Reduce -5.3% | 238,739 | $28.8M |
| Security Financial Services, INC. | 4.61% | Reduce -3.4% | 236,000 | $28.5M |
| Merit Financial Group, LLC | 0.26% | Add +2.0% | 235,085 | $28.4M |
| Droms Strauss Advisors Inc. /Mo/ | 8.09% | Reduce -6.8% | 231,193 | $27.9M |
| Financial Engines Advisors L.L.C. | 0.05% | Reduce -8.0% | 231,156 | $27.9M |
| Detalus Advisors, LLC | 7.09% | Reduce -2.3% | 226,720 | $27.4M |
| Brookstone Capital Management | 0.32% | Add +4.4% | 224,389 | $27.1M |
| SPC Financial, Inc. | 2.12% | Reduce -1.9% | 224,358 | $27.1M |
| Avior Wealth Management, LLC | 0.87% | Add +0.5% | 222,844 | $26.9M |
| Western Wealth Management, LLC | 1.40% | Reduce -0.9% | 219,649 | $26.5M |
| StoneX Group Inc. | 1.16% | Reduce -1.6% | 219,196 | $26.5M |
| Saiph Capital, LLC | 9.48% | Reduce -1.6% | 218,195 | $26.3M |
| Equitable Holdings, Inc. | 0.19% | Add +23.0% | 216,582 | $26.1M |
| Wealth Alliance, LLC | 2.68% | Reduce -3.1% | 215,956 | $26.1M |
| Per Stirling Capital Management, LLC. | 3.10% | Reduce -5.0% | 214,460 | $25.9M |
| Ameritas Investment Partners, Inc. | 0.79% | Reduce -4.6% | 214,369 | $25.9M |
| Triad Wealth Partners, LLC | 3.28% | Add +20.9% | 210,875 | $25.5M |
| One Wealth Advisors, LLC | 3.19% | Reduce -0.7% | 210,597 | $25.4M |
| Pinkerton Wealth, LLC | 2.68% | Reduce -21.1% | 206,238 | $24.9M |
| GHP Investment Advisors, Inc. | 1.03% | Reduce -1.5% | 203,848 | $24.6M |
| First Heartland Consultants, Inc. | 1.98% | Reduce -21.1% | 203,616 | $24.6M |
| Citizens Financial Group Inc. | 0.34% | Add +2.3% | 203,395 | $24.6M |
| Spire Wealth Management | 0.82% | Reduce -0.5% | 200,577 | $24.2M |
| McMorgan & Co. LLC | 3.64% | Reduce -16.3% | 195,954 | $23.7M |
| Callan Family Office, LLC | 0.75% | Add +8.7% | 193,833 | $23.4M |
| Guidance Point Advisors, LLC | 5.78% | Reduce -3.0% | 192,037 | $23.2M |
| Scissortail Wealth Management, LLC | 5.03% | Reduce -3.0% | 191,184 | $23.1M |
| Avantax Planning Partners, Inc. | 0.66% | Reduce -3.2% | 190,149 | $23.0M |
| Physician Wealth Advisors, Inc. | 3.26% | Reduce -0.9% | 189,768 | $22.9M |
| Cullen/Frost Bankers, Inc. | 0.26% | Reduce -0.6% | 188,362 | $22.7M |
| PAX Financial Group, LLC | 4.10% | Add +4.8% | 188,352 | $22.7M |
| Sunbelt Securities, Inc. | 1.56% | Add +3.4% | 186,955 | $22.6M |
| Keystone Financial Services | 6.99% | Add +2.3% | 186,954 | $22.6M |
| Sei Investments Co. | 0.02% | Reduce -3.6% | 186,856 | $22.6M |
| MJT & Associates Financial Advisory Group, Inc. | 18.30% | Add +9.4% | 186,360 | $22.5M |
| Ashton Thomas Private Wealth, LLC | 0.57% | Add +68.4% | 183,571 | $22.2M |
| FAS Wealth Partners, Inc. | 1.47% | Reduce -1.0% | 180,308 | $21.8M |
| Kelly Financial Services LLC | 5.62% | Reduce -3.4% | 179,795 | $21.7M |
| Johnson Investment Counsel Inc. | 0.18% | Add +8.5% | 177,929 | $21.5M |
| UMB Bank, n.a. | 0.32% | Reduce -3.8% | 177,445 | $21.4M |
| Ifrah Financial Services, Inc. | 5.55% | Reduce -2.6% | 177,269 | $21.4M |
| Trek Financial, LLC | 1.27% | Reduce -0.9% | 176,348 | $21.3M |
| Swmg, LLC | 6.41% | Add +22.6% | 174,486 | $21.2M |
| Independent Solutions Wealth Management, LLC | 3.76% | Add +2.4% | 175,530 | $21.2M |
| Gallagher Capital Advisors, LLC | 12.12% | Add +67.8% | 168,300 | $21.1M |
| CFS Investment Advisory Services, LLC | 1.54% | Reduce -5.8% | 169,656 | $20.8M |
| Adaptive Financial Consulting, LLC | 8.32% | Reduce -0.9% | 172,386 | $20.8M |
| Cresset Asset Management, LLC | 0.09% | Reduce -0.7% | 168,190 | $20.3M |
| VestGen Advisors, LLC | 0.67% | Reduce -1.1% | 167,496 | $20.2M |
| Focus Financial Network, Inc. | 0.71% | Add +1.3% | 164,364 | $19.8M |
| Laird Norton Wetherby Trust Company, LLC | 3.39% | No change | 163,647 | $19.8M |
| ONE Advisory Partners, LLC | 6.02% | Reduce -2.1% | 162,591 | $19.6M |
| Ironwood Financial, llc | 3.47% | Reduce -5.1% | 162,283 | $19.6M |
| Mesirow Financial Investment Management, Inc. | 0.34% | Reduce -0.7% | 159,115 | $19.2M |
| Eq LLC | 6.51% | Add +6.8% | 158,933 | $19.2M |
| Capital Advisors, Ltd. LLC | 2.13% | Add +0.8% | 156,068 | $18.8M |
| DT Investment Partners, LLC | 1.59% | No change | 155,923 | $18.8M |
| Barrett & Company, Inc. | 6.39% | Add +7.4% | 154,458 | $18.6M |
| TCP Asset Management, LLC | 3.32% | Add +1.8% | 154,292 | $18.6M |
| Patton Albertson Miller Group, LLC | 2.23% | Add +6.5% | 153,251 | $18.5M |
| Quantinno Capital Management LP | 0.05% | Add +47.7% | 153,044 | $18.5M |
| Prosperity Consulting Group, LLC | 0.91% | Reduce -3.7% | 153,006 | $18.5M |
| Blue Trust, Inc. | 0.21% | Reduce -19.6% | 152,562 | $18.4M |
| Instrumental Wealth, LLC | 12.85% | Add +0.1% | 147,298 | $18.3M |
| Trust Point Inc. | 1.48% | No change | 151,750 | $18.3M |
| Rodgers & Associates, LTD | 1.87% | Reduce -0.9% | 150,318 | $18.1M |
| Savant Capital, LLC | 0.11% | Reduce -1.1% | 150,164 | $18.1M |
| Legacy Financial Group LLC | 2.37% | Reduce -0.6% | 150,013 | $18.1M |
| Ieq Capital, LLC | 0.05% | Reduce -1.7% | 149,718 | $18.1M |
| Sterling Financial Planning, Inc. | 5.64% | Reduce -4.8% | 148,099 | $17.9M |
| JFS Wealth Advisors, LLC | 1.04% | Add +2.0% | 147,385 | $17.8M |
| Kilter Group LLC | 8.30% | Reduce -2.0% | 145,014 | $17.5M |
| M1 Capital Management LLC | 7.55% | Reduce -4.0% | 144,887 | $17.5M |
| Acropolis Investment Management, LLC | 0.89% | Add +2.3% | 158,497 | $17.5M |
| WealthShield Partners, LLC | 1.98% | Reduce -1.3% | 144,290 | $17.4M |
| CoreCap Advisors, LLC | 0.63% | Reduce -17.4% | 143,071 | $17.3M |
| Carbahal Olsen Financial Services Group, LLC | 13.78% | Reduce -4.0% | 142,203 | $17.2M |
| Blair William & Co. | 0.05% | Add +0.7% | 142,120 | $17.2M |
| Cosner Financial Group, LLC | 9.22% | Add +8.0% | 71,569 | $17.2M |
| McNaughton Wealth Management, LLC | 7.23% | Reduce -6.2% | 142,028 | $17.1M |
| Vise Technologies, Inc. | 0.64% | Add +173.4% | 141,961 | $17.1M |
| Snowden Capital Advisors LLC | 0.47% | Add +0.2% | 141,699 | $17.1M |
| Advisory Services Network, LLC | 0.25% | Add +1.0% | 140,903 | $17.0M |
| Mutual Advisors, LLC | 0.37% | Add +0.8% | 138,992 | $16.9M |
| Carl P. Sherr & Co., LLC | 7.93% | Reduce -0.7% | 138,622 | $16.7M |
| Invst, LLC | 1.88% | Reduce -4.6% | 137,182 | $16.6M |
| Fifth Third Securities, Inc. | 1.12% | Reduce -2.6% | 136,317 | $16.5M |
| Lansing Street Advisors | 4.32% | Add +19.6% | 134,847 | $16.3M |
| Prudential Financial Inc. | 0.02% | Add +294.6% | 134,590 | $16.2M |
| Watts Gwilliam & Co., LLC | 2.62% | Add +0.2% | 134,238 | $16.2M |
| Cypress Wealth Services, LLC | 2.65% | Reduce -2.0% | 133,856 | $16.2M |
| Assetmark, Inc. | 0.03% | Reduce -10.7% | 133,503 | $16.1M |
| Rothschild Wealth LLC | 3.51% | Add +4.7% | 133,463 | $16.1M |
| Regal Investment Advisors LLC | 1.04% | Add +1.6% | 132,269 | $16.0M |
| American Wealth Advisors, LLC | 15.31% | — | 128,221 | $15.5M |
| Argent Trust Co | 0.54% | Reduce -0.8% | 126,822 | $15.3M |
| Sovran Advisors, LLC | 1.35% | Add +9.1% | 122,395 | $15.2M |
| Perkins Coie Trust Co | 2.81% | Reduce -2.0% | 123,709 | $14.9M |
| AQR Capital Management | 0.01% | Add +33.3% | 123,509 | $14.9M |
| LBMC Investment Advisors, LLC | 0.95% | Reduce -4.1% | 123,137 | $14.9M |
| Willis Johnson & Associates, Inc. | 0.92% | Reduce -2.4% | 122,771 | $14.8M |
| Avid Wealth Partners LLC | 7.28% | Add +2.0% | 121,276 | $14.6M |
| Brown Advisory Inc. | 0.02% | Reduce -0.2% | 120,393 | $14.5M |
| Bank Hapoalim BM | 1.86% | New | 119,500 | $14.4M |
| Peapack Gladstone Financial Corp. | 0.19% | Reduce -8.0% | 119,085 | $14.4M |
| WCG Wealth Advisors LLC | 0.90% | Reduce 0.0% | 118,928 | $14.4M |
| W Advisors, LLC | 7.55% | Reduce -0.7% | 118,718 | $14.3M |
| Mayflower Financial Advisors, LLC | 1.78% | Add +4.8% | 117,528 | $14.2M |
| United Bank | 1.69% | Reduce -0.3% | 117,429 | $14.2M |
| Ascent Capital Management, LLC | 11.28% | Reduce -0.1% | 117,036 | $14.1M |
| Twin Focus Capital Partners, LLC | 1.79% | Add +16.8% | 116,995 | $14.1M |
| Composition Wealth, LLC | 0.21% | Reduce -46.2% | 116,387 | $14.1M |
| Beese Fulmer Investment Management, Inc. | 0.97% | Reduce -0.6% | 116,106 | $14.0M |
| Farmers & Merchants Investments Inc. | 0.40% | Reduce -0.0% | 115,509 | $13.9M |
| Centerpoint Advisors, LLC | 4.29% | Reduce -0.1% | 114,504 | $13.8M |
| Blue Zone Wealth Advisors, LLC | 2.75% | Add +3.8% | 114,301 | $13.8M |
| Turtle Creek Wealth Advisors, LLC | 1.23% | Add +338.1% | 114,230 | $13.8M |
| Founders Grove Wealth Partners, LLC | 3.24% | Reduce -1.9% | 114,150 | $13.8M |
| Midwest Financial Group LLC | 6.53% | Add +2.2% | 113,544 | $13.7M |
| Keebeck Wealth Management | 1.61% | Reduce -13.6% | 112,945 | $13.6M |
| Planned Solutions, Inc. | 4.72% | Add +6.2% | 112,685 | $13.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.55% | No change | 112,123 | $13.5M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -34.1% | 110,500 | $13.3M |
| CX Institutional | 0.40% | Reduce -6.7% | 109,551 | $13.2M |
| Clark Financial Services Group Inc. | 6.99% | Add +38.7% | 109,021 | $13.2M |
| Apeiron RIA LLC | 2.96% | Add +31.4% | 108,898 | $13.2M |
| Traynor Capital Management, Inc. | 0.75% | Reduce -1.4% | 108,806 | $13.1M |
| YHB Investment Advisors, Inc. | 0.95% | Add +0.1% | 108,150 | $13.1M |
| Koss-Olinger Consulting, LLC | 1.07% | Add +0.4% | 118,205 | $13.0M |
| TRUE Private Wealth Advisors | 1.33% | Add +597.2% | 107,773 | $13.0M |
| Nicolet Bankshares Inc. | 2.09% | Reduce -11.6% | 107,585 | $13.0M |
| Level Four Advisory Services, LLC | 0.44% | Add +0.6% | 107,553 | $13.0M |
| Bay Harbor Wealth Management, LLC | 3.51% | Reduce -6.3% | 107,514 | $13.0M |
| Apella Capital, LLC | 0.28% | Add +764.6% | 106,542 | $12.8M |
| Clear Creek Financial Management, LLC | 1.10% | Reduce -17.3% | 105,617 | $12.7M |
| True Freedom Investing, LLC | 4.49% | Reduce -5.8% | 104,108 | $12.6M |
| Financial Advisors Network, Inc. | 1.78% | Reduce -0.5% | 104,035 | $12.6M |
| Signature Wealth Management Partners, LLC | 6.57% | Add +2.4% | 103,932 | $12.5M |
| Perigon Wealth Management, LLC | 0.26% | Reduce -1.5% | 103,496 | $12.5M |
| Horizon Family Wealth, Inc. | 7.05% | Add +0.5% | 101,581 | $12.3M |
| Pallas Capital Advisors LLC | 0.44% | Add +2.2% | 99,808 | $12.0M |
| Old National Bancorp | 0.21% | Add +27.4% | 99,621 | $12.0M |
| Ehrlich Financial Group | 7.07% | Add +1.2% | 98,737 | $11.9M |
| Alliancebernstein L.P. | 0.00% | Add +2.0% | 98,186 | $11.9M |
| First Financial Bank - Trust Division | 1.01% | Reduce -3.5% | 97,815 | $11.8M |
| Ameritas Advisory Services, LLC | 0.77% | Add +40.5% | 97,539 | $11.8M |
| Howard Capital Management, LLC | 0.16% | Reduce -2.5% | 97,390 | $11.8M |
| Forthright Family Wealth Advisory LLC | 7.22% | Reduce -11.5% | 97,332 | $11.7M |
| Hancock Whitney Corp. | 0.21% | Reduce -3.9% | 97,262 | $11.7M |
| KMG Fiduciary Partners, LLC | 0.78% | Reduce -0.8% | 96,678 | $11.7M |
| Associated Banc-Corp | 0.31% | Reduce -0.8% | 96,438 | $11.6M |
| Great Valley Advisor Group, Inc. | 0.23% | Reduce -24.9% | 96,293 | $11.6M |
| Geneos Wealth Management Inc. | 0.29% | Reduce -1.6% | 96,034 | $11.6M |
| Maia Wealth LLC | 1.95% | Reduce -0.5% | 93,008 | $11.6M |
| Financial Perspectives, Inc | 3.19% | Add +0.7% | 95,304 | $11.5M |
| Pacific Financial Group Inc. | 8.50% | Reduce -4.5% | 95,081 | $11.5M |
| Ancora Advisors LLC | 0.23% | Add +4.8% | 94,971 | $11.5M |
| BKM Wealth Management, LLC | 4.23% | Reduce -1.4% | 94,967 | $11.5M |
| Parallel Advisors, LLC | 0.21% | Reduce -80.2% | 94,353 | $11.4M |
| Tiaa Trust, National Association | 0.03% | Reduce -0.1% | 94,061 | $11.4M |
| Lee, Kelleher & Klein Wealth Management | 6.99% | Reduce -12.1% | 94,045 | $11.4M |
| Susquehanna International Group, LLP | 0.02% | Add +287.8% | 93,477 | $11.3M |
| FineMark National Bank & Trust | 0.37% | Add +11.3% | 93,393 | $11.3M |
| TSA Wealth Managment LLC | 3.83% | Reduce -3.6% | 93,132 | $11.2M |
| North Berkeley Wealth Management, LLC | 8.72% | Reduce -4.1% | 91,564 | $11.1M |
| Oppenheimer & Co. Inc. | 0.13% | Add +22.9% | 91,198 | $11.0M |
| Florin Court Capital LLP | 8.62% | Add +24.1% | 91,100 | $11.0M |
| Pinnacle Financial Partners Inc | 0.26% | Reduce -0.9% | 90,782 | $11.0M |
| Harbour Investments, Inc. | 0.25% | Reduce -2.0% | 90,733 | $11.0M |
| Simon Quick Advisors, LLC | 0.49% | Reduce -0.6% | 89,431 | $10.8M |
| Broadview Financial Management, LLC | 7.25% | Reduce -6.2% | 89,008 | $10.7M |
| Peoples Bank | 6.57% | Reduce -9.5% | 88,637 | $10.7M |
| IFG Advisory, LLC | 0.49% | Add +38.4% | 88,440 | $10.7M |
| Vertex Planning Partners, LLC | 2.04% | Reduce -1.1% | 88,005 | $10.6M |
| Wescott Financial Advisory Group, LLC | 0.95% | Add +4.0% | 87,668 | $10.6M |
| Wellspring Financial Advisors, LLC | 0.97% | Reduce -0.8% | 87,598 | $10.6M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -6.9% | 87,243 | $10.5M |
| Quadrant Private Wealth Management, LLC | 1.92% | Add +4.7% | 86,899 | $10.5M |
| Coldstream Capital Management Inc. | 0.14% | Add +0.9% | 85,908 | $10.4M |
| Element Pointe Advisors, LLC | 2.20% | Add +0.0% | 85,699 | $10.3M |
| EPG Wealth Management LLC | 2.84% | Reduce -11.9% | 85,421 | $10.3M |
| D.A. Davidson & Co. | 0.07% | Add +9.3% | 84,642 | $10.2M |
| Novare Capital Management LLC | 0.77% | Add +6.7% | 83,441 | $10.1M |
| Moloney Securities Asset Management, LLC | 1.20% | Add +301.7% | 83,244 | $10.0M |
| Investment Advisory Group, LLC | 2.72% | Add +5.5% | 82,959 | $10.0M |
| Tilson Financial Group, Inc. | 3.28% | Reduce -4.5% | 82,707 | $10.0M |
| Evergreen Capital Management LLC | 0.24% | Add +4.0% | 82,176 | $9.9M |
| Royal Fund Management, LLC | 1.18% | Reduce -50.3% | 81,079 | $9.8M |
| Hobbs Wealth Management, LLC | 8.19% | Reduce -1.8% | 80,874 | $9.8M |
| Alpine Bank Wealth Management | 1.37% | Add +0.1% | 80,475 | $9.7M |
| SigFig Wealth Management, LLC | 0.30% | Reduce -4.8% | 80,835 | $9.7M |
| Centaurus Financial, Inc. | 0.46% | Reduce -1.1% | 80,313 | $9.7M |
| GC Wealth Management RIA, LLC | 0.32% | Reduce -0.4% | 79,576 | $9.6M |
| Exencial Wealth Advisors, LLC | 0.31% | Reduce -1.1% | 79,438 | $9.6M |
| Elevation Capital Advisory, LLC | 3.82% | New | 79,198 | $9.6M |
| Signature Estate & Investment Advisors LLC | 0.20% | Reduce -0.8% | 78,998 | $9.5M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -11.4% | 78,944 | $9.5M |
| Integrated Advisors Network LLC | 0.40% | Add +10.5% | 78,897 | $9.5M |
| Franklin Resources Inc. | 0.00% | Reduce -2.5% | 76,336 | $9.2M |
| Conning Inc. | 0.32% | Reduce -13.4% | 74,770 | $9.0M |
| True Vision MN LLC | 4.70% | Reduce -4.6% | 74,755 | $9.0M |
| Retirement Planning Group, LLC | 0.31% | Reduce -0.4% | 74,562 | $9.0M |
| Win Advisors, Inc. | 4.37% | Reduce -2.8% | 74,321 | $9.0M |
| PKS Advisory Services, LLC | 2.08% | Add +5.0% | 74,207 | $9.0M |
| Ellis Investment Partners, LLC | 1.61% | Add +0.8% | 74,032 | $8.9M |
| Tower Research Capital LLC (TRC) | 0.24% | Add +484.9% | 72,607 | $8.8M |
| May Hill Capital, LLC | 2.56% | Add +42.6% | 72,401 | $8.7M |
| Sonata Capital Group Inc. | 3.20% | Reduce -0.2% | 71,770 | $8.7M |
| Gen-Wealth Partners Inc | 2.92% | Add +2.0% | 71,596 | $8.6M |
| Ethos Financial Group, LLC | 0.68% | Add +445.1% | 71,549 | $8.6M |
| Capital Advisors Inc. | 0.14% | Reduce -0.5% | 71,147 | $8.6M |
| B. Riley Wealth Advisors, Inc. | 0.41% | Reduce -0.6% | 71,021 | $8.6M |
| Endeavor Private Wealth, Inc. | 2.64% | Add +6.6% | 70,838 | $8.6M |
| Higgins & Schmidt Wealth Strategies LLC | 4.28% | Reduce -2.4% | 70,264 | $8.5M |
| Avestar Capital, LLC | 0.61% | Reduce -4.5% | 70,237 | $8.5M |
| Summit Investment Advisory Services, LLC | 3.37% | Reduce -0.5% | 70,093 | $8.5M |
| Financial Management Network Inc. | 1.39% | Reduce -2.2% | 69,525 | $8.5M |
| Charter Oak Capital Management, LLC | 0.66% | Reduce -3.8% | 69,858 | $8.4M |
| Atlantic Edge Private Wealth Management, LLC | 2.16% | Add +1.0% | 69,695 | $8.4M |
| Soltis Investment Advisors LLC | 0.58% | Add +12.4% | 68,876 | $8.3M |
| Ausdal Financial Partners, Inc. | 0.40% | Add +538.8% | 67,888 | $8.2M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Reduce -27.4% | 67,372 | $8.1M |
| GeoWealth Management, LLC | 0.30% | Add +46.1% | 67,144 | $8.1M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +142.5% | 66,871 | $8.1M |
| Ascension Capital Advisors, Inc. | 3.12% | Add +0.3% | 66,440 | $8.0M |
| Sapient Capital LLC | 0.12% | No change | 66,539 | $8.0M |
| Camarda Financial Advisors, LLC | 2.91% | Reduce -25.9% | 65,290 | $7.9M |
| Sterling Group Wealth Management, LLC | 3.89% | Reduce -3.4% | 65,122 | $7.9M |
| AlTi Global, Inc. | 0.18% | Reduce -2.3% | 65,043 | $7.9M |
| Vestor Capital, LLC | 0.50% | Add +683.2% | 64,788 | $7.8M |
| Bleakley Financial Group, LLC | 0.18% | Reduce -1.2% | 64,711 | $7.8M |
| Twin Peaks Wealth Advisors, LLC | 2.67% | Add +0.8% | 64,681 | $7.8M |
| WealthPLAN Partners, LLC | 1.17% | Reduce -2.5% | 64,460 | $7.8M |
| One Wealth Capital Management, LLC | 3.48% | Reduce -5.6% | 64,343 | $7.8M |
| Atlantic Family Wealth, LLC | 5.99% | Add +3.5% | 64,231 | $7.8M |
| Texas Capital Bank Wealth Management Services Inc | 0.64% | Add +107.4% | 63,949 | $7.7M |
| Firethorn Wealth Partners, LLC | 3.04% | Reduce -5.3% | 63,928 | $7.7M |
| Strategic Blueprint, LLC | 0.33% | Add +2.7% | 63,499 | $7.7M |
| Frontier Asset Management, LLC | 1.90% | Add +1.9% | 63,162 | $7.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -5.9% | 63,063 | $7.6M |
| Private Wealth Advisors, LLC | 2.86% | Reduce -11.7% | 62,985 | $7.6M |
| Capital Investment Advisory Services, LLC | 0.60% | Add +0.1% | 62,896 | $7.6M |
| United Services Automobile Association | 0.53% | Add +33.1% | 62,798 | $7.6M |
| Diversify Advisory Services, LLC | 0.25% | Add +85.1% | 60,450 | $7.6M |
| Spectrum Planning & Advisory Services Inc. | 4.27% | Reduce -8.1% | 62,630 | $7.6M |
| Belpointe Asset Management LLC | 0.29% | Add +4.6% | 62,457 | $7.5M |
| Gryphon Financial Partners LLC | 0.85% | Reduce -0.4% | 61,886 | $7.5M |
| Glenmede Investment Management, LP | 0.04% | Reduce -0.0% | 61,685 | $7.4M |
| Independent Financial Group, LLC | 0.18% | Add +13.1% | 61,249 | $7.4M |
| Tradition Wealth Management, LLC | 0.55% | Reduce -9.5% | 61,091 | $7.4M |
| SGL Investment Advisors, Inc. | 3.08% | Add +13.3% | 58,266 | $7.3M |
| Heritage Wealth Advisors | 0.32% | Add +2.0% | 60,450 | $7.3M |
| NorthRock Partners, LLC | 0.13% | Reduce -1.4% | 60,361 | $7.3M |
| Kraft, Davis & Associates, LLC | 1.77% | Reduce -1.3% | 59,774 | $7.3M |
| Quantum Portfolio Management LLC | 2.14% | Add +98.7% | 59,648 | $7.2M |
| Cranbrook Wealth Management, LLC | 1.44% | Reduce -4.3% | 59,338 | $7.2M |
| SeaBridge Investment Advisors LLC | 1.16% | Add +95.8% | 59,127 | $7.1M |
| Simplicity Wealth,LLC | 0.41% | Reduce -48.0% | 59,117 | $7.1M |
| Ascent Wealth Partners, LLC | 0.82% | Reduce -2.7% | 58,767 | $7.1M |
| Transcendent Capital Group LLC | 3.17% | Add +8.9% | 58,673 | $7.1M |
| Lifelong Wealth Advisors, Inc. | 2.07% | Reduce -0.7% | 57,678 | $7.0M |
| Laurel Wealth Planning LLC | 3.67% | Reduce -0.8% | 57,475 | $6.9M |
| Prospera Financial Services Inc | 0.12% | Add +3.5% | 57,130 | $6.9M |
| Lantz Financial LLC | 1.53% | Add +5.6% | 57,151 | $6.9M |
| Mill Creek Capital Advisors, LLC | 0.14% | No change | 56,976 | $6.9M |
| Compton Wealth Advisory Group, LLC | 1.59% | Add +0.6% | 56,945 | $6.9M |
| Cahaba Wealth Management, Inc. | 0.50% | Reduce -4.9% | 56,769 | $6.9M |
| Shared Vision Wealth Group LLC | 2.89% | Reduce -2.0% | 56,606 | $6.8M |
| First Foundation Advisors | 0.25% | Add +11.0% | 56,489 | $6.8M |
| Nwam LLC | 0.37% | Reduce -7.7% | 55,883 | $6.8M |
| RKL Wealth Management LLC | 0.58% | Reduce -14.2% | 56,196 | $6.8M |
| Narwhal Capital Management | 0.50% | No change | 56,000 | $6.8M |
| Summit Financial Consulting LLC | 5.35% | New | 55,552 | $6.7M |
| Sharp Wealth Advisory, LLC | 3.63% | Reduce -75.8% | 55,347 | $6.7M |
| Gotham Asset Management | 0.03% | Add +364.5% | 55,244 | $6.7M |
| Tobias Financial Advisors, Inc. | 1.01% | Reduce -1.0% | 55,114 | $6.7M |
| Advus Financial Partners, LLC | 1.60% | Reduce -2.8% | 55,068 | $6.6M |
| Evercore Wealth Management, LLC | 0.10% | No change | 55,010 | $6.6M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.98% | Add +380.2% | 54,904 | $6.6M |
| Rollins Financial Advisors, LLC | 1.00% | Reduce -0.1% | 54,834 | $6.6M |
| Barnes Wealth Management Group, Inc | 3.61% | Reduce -7.8% | 54,247 | $6.5M |
| Goelzer Investment Management, Inc. | 0.35% | Reduce -20.5% | 54,193 | $6.5M |
| Dumont & Blake Investment Advisors LLC | 1.59% | Reduce -0.9% | 54,160 | $6.5M |
| Brighton Jones LLC | 0.16% | Add +1.0% | 54,045 | $6.5M |
| Gateway Wealth Partners, LLC | 0.88% | Add +4.1% | 54,026 | $6.5M |
| GAMCO Investors | 0.06% | Add +565.7% | 53,778 | $6.5M |
| Investment Partners, LTD. | 2.28% | Add +0.0% | 53,748 | $6.5M |
| BTC Capital Management, Inc. | 0.45% | Add +7.1% | 53,720 | $6.5M |
| Ashton Thomas Securities, LLC | 0.90% | New | 53,534 | $6.5M |
| Patriot Investment Management Group, Inc. | 0.42% | Reduce -10.4% | 53,147 | $6.4M |
| Rik Saylor Financial, Inc. | 4.67% | Reduce -0.1% | 52,925 | $6.4M |
| Centurion Wealth Management LLC | 1.46% | Reduce -6.2% | 52,907 | $6.4M |
| MSH Capital Advisors LLC | 1.70% | Reduce -3.6% | 52,572 | $6.3M |
| Kickstand Ventures, Llc. | 1.39% | Reduce -5.8% | 52,242 | $6.3M |
| Eclectic Associates Inc. | 1.15% | Reduce -10.9% | 51,753 | $6.2M |
| Midwest Trust Co | 0.08% | Add +0.1% | 51,681 | $6.2M |
| Verus Capital Partners, LLC | 0.48% | Add +0.1% | 51,465 | $6.2M |
| Gallacher Capital Management LLC | 2.44% | Add +4.0% | 51,197 | $6.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.78% | Reduce -24.3% | 50,714 | $6.1M |
| Old Mission Investment Co LLC | 1.49% | Reduce -5.3% | 50,616 | $6.1M |
| Next Capital Management LLC | 2.04% | Add +5.8% | 50,548 | $6.1M |
| Quotient Wealth Partners, LLC | 0.17% | Reduce -1.0% | 50,458 | $6.1M |
| Commerce Bank | 0.03% | Reduce -0.3% | 50,234 | $6.1M |
| NTV Asset Management LLC | 0.66% | Reduce -0.1% | 50,206 | $6.1M |
| Peterson Wealth Advisors, LLC | 0.91% | Add +1.1% | 50,080 | $6.1M |
| United Bank | 2.11% | Reduce -3.7% | 50,184 | $6.1M |
| St. Clair Advisors, LLC | 1.60% | Add +0.0% | 50,046 | $6.0M |
| Lowe Brockenbrough & Co. Inc. | 0.31% | Reduce -1.3% | 49,990 | $6.0M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -4.3% | 49,610 | $6.0M |
| Flagship Wealth Advisors, LLC | 1.97% | Add +27.0% | 49,539 | $6.0M |
| Bryn Mawr Trust Advisors, LLC | 0.30% | Reduce -4.4% | 49,300 | $6.0M |
| Jackson Hole Capital Partners, LLC | 1.01% | Add +1.3% | 49,131 | $5.9M |
| Stordahl Capital Management, Inc. | 1.24% | Reduce -0.8% | 48,855 | $5.9M |
| AlphaCore Capital LLC | 0.20% | Reduce -0.6% | 48,160 | $5.8M |
| Formulate Financial LLC | 7.10% | — | 47,437 | $5.7M |
| XML Financial, LLC | 0.47% | Reduce -0.4% | 47,369 | $5.7M |
| Flagstar Securities, Inc. | 1.75% | Reduce -2.5% | 47,309 | $5.7M |
| Guardian Wealth Advisors, LLC | 3.23% | Reduce -16.1% | 47,182 | $5.7M |
| Hoxton Planning & Management, LLC | 1.83% | Reduce -0.7% | 47,092 | $5.7M |
| AtlasMark Financial, Inc | 3.80% | Add +49.0% | 47,080 | $5.7M |
| Tudor Investment Corporation | 0.04% | New | 46,881 | $5.7M |
| Bridges Investment Management Inc. | 0.07% | Reduce -0.5% | 46,646 | $5.6M |
| EWG Elevate Inc. | 1.75% | Add +1262.1% | 46,501 | $5.6M |
| Sowell Financial Services LLC | 0.21% | Reduce -0.3% | 46,323 | $5.6M |
| Carret Asset Management, LLC | 0.54% | Add +2.0% | 46,021 | $5.6M |
| Brown Brothers Harriman & Co. | 0.03% | Add +1.4% | 45,871 | $5.5M |
| Avidian Wealth Enterprises, LLC | 0.21% | Add +17.9% | 45,455 | $5.5M |
| Total Wealth Planning, LLC | 0.63% | Reduce -7.1% | 45,284 | $5.5M |
| Resolute Wealth Strategies, LLC | 2.49% | Reduce -0.6% | 45,070 | $5.4M |
| R. W. Roge & Company, Inc. | 2.78% | Reduce -2.6% | 44,920 | $5.4M |
| Thomasville National Bank | 0.34% | Reduce -0.6% | 44,776 | $5.4M |
| Waters Parkerson & Co., LLC | 0.26% | No change | 44,750 | $5.4M |
| Winthrop Advisory Group LLC | 0.47% | Reduce -0.2% | 44,401 | $5.4M |
| Kapstone Financial Advisors LLC | 2.52% | Add +9.4% | 44,303 | $5.3M |
| IHT Wealth Management, LLC | 0.13% | Reduce -1.5% | 43,930 | $5.3M |
| Tme Financial, Inc. | 3.96% | Add +2.5% | 43,816 | $5.3M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Reduce -0.4% | 43,488 | $5.2M |
| Davis Wealth Advisors, LLC | 4.68% | Add +7.6% | 43,144 | $5.2M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +4.9% | 42,412 | $5.2M |
| National Philanthropic Trust | 0.06% | No change | 42,594 | $5.1M |
| Diversified Trust Co. | 0.10% | Add +251.4% | 42,580 | $5.1M |
| FFG Retirement Advisors LLC | 3.18% | Reduce -20.8% | 42,505 | $5.1M |
| Morris Financial Concepts, Inc. | 1.85% | Reduce -0.1% | 42,400 | $5.1M |
| RTD Financial Advisors, Inc. | 0.61% | Reduce -1.4% | 42,196 | $5.1M |
| Wealthspan Partners, LLC | 1.96% | Reduce -1.1% | 42,131 | $5.1M |
| Croban | 3.37% | Add +51.8% | 41,953 | $5.1M |
| Asset Management Group, Inc. | 0.83% | Reduce -7.1% | 41,901 | $5.1M |
| Calamos Advisors LLC | 0.03% | Reduce -11.9% | 41,875 | $5.1M |
| Meridian Wealth Advisors, LLC | 0.72% | Add +75.0% | 41,747 | $5.0M |
| Theory Financial LLC | 1.77% | Reduce -7.3% | 41,350 | $5.0M |
| Valley Wealth Managers, Inc. | 0.33% | Reduce -3.1% | 41,404 | $5.0M |
| Nations Financial Group Inc, /Ia/ | 0.31% | Add +6.3% | 41,216 | $5.0M |
| Daymark Wealth Partners, LLC | 0.17% | Add +5.0% | 40,423 | $4.9M |
| Concorde Asset Management, LLC | 2.04% | — | 40,174 | $4.9M |
| Oxford Financial Group, LTD. LLC | 0.28% | Add +3.1% | 40,314 | $4.9M |
| Dorsey & Whitney Trust CO LLC | 0.26% | Reduce -1.6% | 40,228 | $4.9M |
| Glenview Trust Co | 0.08% | Reduce -0.8% | 40,202 | $4.9M |
| Retirement Wealth Solutions LLC | 3.18% | Add +12.1% | 40,098 | $4.8M |
| Graves Light Lenhart Wealth, Inc. | 0.54% | Reduce -10.3% | 40,089 | $4.8M |
| Faithward Advisors, LLC | 0.71% | Add +1.3% | 39,328 | $4.7M |
| Cornerstone Planning Group LLC | 0.76% | Add +2039.0% | 38,096 | $4.7M |
| Mather Group, Llc. | 0.05% | Reduce -0.1% | 39,001 | $4.7M |
| Stephens Inc. | 0.06% | Reduce -1.6% | 38,632 | $4.7M |
| Smithfield Trust Co | 0.21% | Reduce -0.7% | 38,541 | $4.7M |
| Global View Capital Management LLC | 0.98% | New | 38,357 | $4.6M |
| Embree Financial Group | 0.62% | Add +358.1% | 38,283 | $4.6M |
| Signet Financial Management, LLC | 0.53% | Add +10.5% | 38,053 | $4.6M |
| Saxony Capital Management, LLC | 3.01% | Add +319.3% | 37,869 | $4.6M |
| Mission Wealth Management, LP | 0.09% | Reduce -7.6% | 37,781 | $4.6M |
| Valeo Financial Advisors, LLC | 0.10% | Add +10.2% | 37,726 | $4.6M |
| Private Advisory Group LLC | 0.40% | Reduce -2.5% | 37,687 | $4.5M |
| SIMA Wealth Partners, LLC | 3.48% | Reduce -1.8% | 37,680 | $4.5M |
| Heritage Trust Co | 0.48% | Reduce -0.2% | 37,676 | $4.5M |
| Sierra Capital LLC | 0.50% | No change | 37,532 | $4.5M |
| JT Stratford LLC | 0.61% | Add +0.7% | 37,484 | $4.5M |
| SWP Financial LLC | 2.29% | Add +1.5% | 37,216 | $4.5M |
| Harbor Investment Advisory, LLC | 0.37% | Add +3.7% | 36,918 | $4.5M |
| Commonwealth Financial Services, LLC | 0.76% | Add +21.5% | 36,837 | $4.4M |
| Summit Financial, LLC | 0.07% | Add +170.9% | 36,662 | $4.4M |
| Stratos Wealth Advisors, LLC | 0.21% | Add +4.2% | 36,538 | $4.4M |
| Great Point Wealth Advisors, LLC | 0.83% | — | 36,522 | $4.4M |
| FSC Wealth Advisors, LLC | 2.54% | Reduce -0.6% | 36,464 | $4.4M |
| PFG Advisors | 0.18% | New | 36,423 | $4.4M |
| Client 1ST Advisory Group, LLC | 1.45% | Add +13.1% | 36,266 | $4.4M |
| Transcend Capital Advisors, LLC | 0.31% | Reduce -4.2% | 36,231 | $4.4M |
| Procyon Advisors, LLC | 0.26% | Reduce -0.9% | 36,014 | $4.3M |
| Heck Capital Advisors, LLC | 0.33% | Reduce -1.6% | 35,769 | $4.3M |
| Copperleaf Capital, LLC | 2.06% | Reduce -31.2% | 35,540 | $4.3M |
| Gray Private Wealth, LLC | 2.16% | Reduce -3.3% | 35,503 | $4.3M |
| Roman Butler Fullerton & Co. | 1.15% | Add +7.6% | 33,847 | $4.3M |
| Redwood Investment Management, LLC | 0.46% | Add +11.8% | 35,323 | $4.3M |
| Arrow Investment Advisors, LLC | 4.70% | New | 35,235 | $4.3M |
| Eastern Bank | 0.08% | Reduce -5.7% | 35,234 | $4.3M |
| First Horizon Corp. | 0.20% | — | 35,099 | $4.2M |
| Diversified Portfolios, Inc. | 0.37% | Add +0.3% | 35,029 | $4.2M |
| Gables Capital Management Inc. | 1.81% | No change | 35,000 | $4.2M |
| Haverford Trust Co | 0.04% | Add +0.8% | 34,654 | $4.2M |
| Magnus Financial Group LLC | 0.33% | Reduce -0.4% | 34,617 | $4.2M |
| CWC Advisors, LLC. | 2.04% | Reduce -33.1% | 34,440 | $4.2M |
| Mason & Associates, LLC | 1.04% | No change | 37,721 | $4.2M |
| RCS Financial Planning, LLC | 1.82% | Add +3.9% | 34,122 | $4.1M |
| Kingsview Wealth Management, LLC | 0.06% | Add +14.5% | 34,110 | $4.1M |
| Redwood Wealth Management Group, LLC | 1.74% | Reduce -0.0% | 34,017 | $4.1M |
| Arete Wealth Advisors, LLC | 0.25% | Add +3.2% | 33,710 | $4.1M |
| S&co Inc. | 0.25% | No change | 33,695 | $4.1M |
| Mach-1 Financial Group, LLC | 0.65% | New | 33,521 | $4.0M |
| Integrity Advisory Solutions, LLC | 0.65% | — | 33,521 | $4.0M |
| St. Louis Trust Co | 0.50% | No change | 33,500 | $4.0M |
| Bouvel Investment Partners, LLC | 1.23% | Reduce -3.2% | 33,259 | $4.0M |
| Nottingham Advisors, Inc. | 0.56% | Reduce -6.1% | 33,205 | $4.0M |
| Southern Capital Advisors, LLC | 1.88% | Add +2.2% | 33,144 | $4.0M |
| Bush Investment Group, LLC | 2.37% | Add +1.3% | 33,071 | $4.0M |
| Hilltop Wealth Advisors, LLC | 2.08% | Add +2.1% | 32,993 | $4.0M |
| WBH Advisory Inc. | 0.30% | Reduce -0.0% | 32,966 | $4.0M |
| Peregrine Asset Advisers, Inc. | 1.19% | Reduce -2.9% | 32,940 | $4.0M |
| Vontobel Holding Ltd. | 0.01% | Reduce -3.2% | 32,777 | $4.0M |
| Wealthgarden F.S. LLC | 2.81% | Reduce -4.3% | 32,504 | $3.9M |
| Keystone Wealth Services, LLC | 0.86% | Add +85.3% | 32,615 | $3.9M |
| Matrix Private Capital Group LLC | 2.08% | Reduce -0.3% | 32,532 | $3.9M |
| Benjamin Edwards Inc. | 0.04% | Add +4.7% | 32,475 | $3.9M |
| Bristlecone Advisors, LLC | 0.33% | Add +0.0% | 32,398 | $3.9M |
| Howard Wealth Management, LLC | 1.78% | Reduce -4.3% | 32,112 | $3.9M |
| StoneCrest Wealth Management, Inc. | 1.69% | Reduce -1.4% | 31,958 | $3.9M |
| Fullcircle Wealth LLC | 1.36% | Add +4.3% | 31,318 | $3.9M |
| GenWealth Group, Inc. | 0.71% | Reduce -3.1% | 31,804 | $3.8M |
| Carnegie Investment Counsel | 0.07% | Add +1.9% | 31,710 | $3.8M |
| Sound Income Strategies, LLC | 0.21% | Add +4.6% | 31,322 | $3.8M |
| Synovus Financial Corp. | 0.04% | Add +1.1% | 31,647 | $3.8M |
| Koshinski Asset Management, Inc. | 0.27% | Add +1.3% | 31,641 | $3.8M |
| Cary Street Partners Financial LLC | 0.10% | Add +2.3% | 31,619 | $3.8M |
| First Trust Advisors LP | 0.00% | Reduce -1.9% | 31,239 | $3.8M |
| Round Rock Advisors LLC | 0.60% | Add +0.1% | 31,178 | $3.8M |
| Madrona Financial Services, LLC | 0.83% | Reduce -4.5% | 31,078 | $3.8M |
| Venturi Wealth Management, LLC | 0.17% | Add +11.8% | 31,025 | $3.7M |
| 17 Capital Partners, LLC | 2.03% | Add +2.4% | 30,860 | $3.7M |
| First Citizens Bank & Trust Co. | 0.08% | Reduce -2.0% | 30,812 | $3.7M |
| Matthew Goff Investment Advisor, LLC | 0.63% | Reduce -0.7% | 30,696 | $3.7M |
| LifePlan Investment Advisors, Inc. | 1.55% | Add +4.4% | 30,559 | $3.7M |
| Hirtle & Co., LLC | 0.14% | Reduce -2.4% | 30,373 | $3.7M |
| BridgePort Financial Solutions, LLC | 0.98% | Reduce -7.8% | 30,311 | $3.7M |
| Hilltop National Bank | 0.90% | Reduce -1.4% | 30,161 | $3.6M |
| Pathway Financial Advisors LLC | 0.49% | No change | 30,150 | $3.6M |
| Private Trust Co. NA | 0.32% | Reduce -0.5% | 30,096 | $3.6M |
| WealthPlan Investment Management, LLC | 0.24% | Add +0.6% | 30,059 | $3.6M |
| Commonwealth Retirement Investments LLC | 1.23% | Add +1.3% | 29,919 | $3.6M |
| Asset Allocation Strategies LLC | 0.71% | Reduce -17.9% | 29,906 | $3.6M |
| Bessemer Group Inc. | 0.01% | No change | 29,667 | $3.6M |
| Ramiah Investment Group | 3.15% | Add +199.2% | 29,448 | $3.6M |
| Kohmann Bosshard Financial Services, LLC | 0.36% | No change | 29,167 | $3.5M |
| BCU Wealth Advisors, LLC | 1.42% | Reduce -10.3% | 29,092 | $3.5M |
| Choate Investment Advisors | 0.07% | Add +20.2% | 29,073 | $3.5M |
| Blalock Williams, LLC | 3.06% | Reduce -1.3% | 28,951 | $3.5M |
| Baron Wealth Management LLC | 1.15% | Add +0.1% | 28,809 | $3.5M |
| KPP Advisory Services LLC | 0.52% | Reduce -19.1% | 28,750 | $3.5M |
| Verity Asset Management, Inc. | 1.13% | Add +60.9% | 28,690 | $3.5M |
| waypoint wealth counsel | 1.37% | Add +4.5% | 28,656 | $3.5M |
| Savvy Advisors, Inc. | 0.16% | Reduce -7.2% | 28,613 | $3.5M |
| Mattern Wealth Management LLC | 0.69% | No change | 28,607 | $3.5M |
| Bison Wealth, LLC | 0.32% | Reduce -10.1% | 28,156 | $3.4M |
| 5T Wealth, LLC | 1.50% | Add +9.1% | 28,461 | $3.4M |
| Truepoint, Inc. | 0.08% | Add +50.0% | 28,402 | $3.4M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -12.3% | 28,401 | $3.4M |
| Essex Financial Services, Inc. | 0.21% | Reduce -2.6% | 28,387 | $3.4M |
| EverSource Wealth Advisors, LLC | 0.14% | Add +10.6% | 28,372 | $3.4M |
| Spirepoint Private Client, LLC | 0.36% | Add +1.0% | 28,268 | $3.4M |
| Rogco, LP | 1.19% | Reduce -9.5% | 28,125 | $3.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.20% | Add +14.4% | 28,038 | $3.4M |
| Trustmark Bank Trust Department | 0.22% | Reduce -57.9% | 28,014 | $3.4M |
| JMG Financial Group, Ltd. | 0.10% | No change | 28,005 | $3.4M |
| Rhumbline Advisers | 0.00% | No change | 27,880 | $3.4M |
| Interchange Capital Partners, LLC | 0.65% | Reduce -4.5% | 27,430 | $3.3M |
| Boston Family Office LLC | 0.21% | No change | 27,399 | $3.3M |
| A4 Wealth Advisors LLC | 2.78% | — | 27,307 | $3.3M |
| Calton & Associates, Inc. | 0.49% | Add +10.5% | 27,267 | $3.3M |
| Rossmore Private Capital | 0.35% | No change | 27,172 | $3.3M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -0.6% | 27,107 | $3.3M |
| AMG National Trust Bank | 0.08% | Reduce -0.9% | 27,085 | $3.3M |
| NewEdge Wealth, LLC | 0.05% | Add +1.5% | 26,454 | $3.3M |
| Atlas Brown,Inc. | 0.96% | Reduce -1.8% | 26,984 | $3.3M |
| Cadence Bank | 0.20% | Reduce -0.8% | 26,971 | $3.3M |
| Alterna Wealth Management, Inc. | 2.64% | Reduce -1.8% | 26,568 | $3.2M |
| Breakwater Capital Group | 0.47% | Reduce -1.3% | 26,355 | $3.2M |
| Money Concepts Capital Corp. | 0.20% | Add +22.6% | 26,325 | $3.2M |
| Retirement Income Solutions, Inc. | 0.54% | Reduce -0.5% | 26,325 | $3.2M |
| Key Financial Inc | 0.58% | Reduce -0.1% | 26,073 | $3.2M |
| 2UniFi Bank | 1.58% | Add +2.7% | 26,063 | $3.1M |
| Colorado Capital Management, Inc. | 1.21% | Reduce -25.8% | 26,011 | $3.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.37% | Reduce -0.4% | 25,980 | $3.1M |
| Montecito Bank & Trust | 0.48% | — | 25,789 | $3.1M |
| Regimen Wealth, LLC | 0.91% | Add +0.2% | 25,533 | $3.1M |
| Coign Capital Advisors LLC | 1.68% | Reduce -0.5% | 25,286 | $3.1M |
| Private Wealth Asset Management, LLC | 0.36% | Reduce -5.8% | 25,239 | $3.0M |
| Yukon Wealth Management, Inc. | 1.00% | Add +0.3% | 25,186 | $3.0M |
| Axis Wealth Partners, LLC | 1.78% | Reduce -16.4% | 25,147 | $3.0M |
| Prosperity Planning, Inc. | 1.14% | Reduce -2.0% | 25,145 | $3.0M |
| Fonville Wealth Management LLC | 0.68% | Reduce -0.8% | 25,058 | $3.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +5.1% | 24,990 | $3.0M |
| Financial Advocates Investment Management | 1.70% | Reduce -84.5% | 24,989 | $3.0M |
| Certified Advisory Corp | 0.29% | Reduce -1.3% | 24,923 | $3.0M |
| Dorsey Wright & Associates | 0.67% | New | 24,877 | $3.0M |
| Laffer Tengler Investments, Inc. | 0.56% | New | 24,844 | $3.0M |
| MFA Wealth Services | 2.07% | Add +0.3% | 24,829 | $3.0M |
| Vanguard Group Inc. | 0.00% | Add +49.0% | 24,687 | $3.0M |
| Park Place Capital Corp | 0.63% | Reduce -11.8% | 24,552 | $3.0M |
| Northwest Bancshares, Inc. | 0.49% | Reduce -3.1% | 24,454 | $3.0M |
| Hudson Capital Management LLC | 0.81% | Reduce -4.6% | 24,443 | $3.0M |
| Kingswood Wealth Advisors, LLC | 0.18% | Add +14.7% | 24,378 | $2.9M |
| OMNI 360 Wealth, Inc. | 1.65% | Add +2.7% | 24,374 | $2.9M |
| Power Wealth Management LLC | 1.07% | No change | 24,250 | $2.9M |
| Tactive Advisors, LLC | 0.83% | Reduce -1.5% | 24,209 | $2.9M |
| Dentgroup LLC | 1.86% | Reduce -0.2% | 23,850 | $2.9M |
| National Bank of Canada | 0.00% | Reduce -1.7% | 23,817 | $2.9M |
| B.O.S.S. Retirement Advisors, LLC | 0.69% | Add +94.8% | 23,767 | $2.9M |
| Earned Wealth Advisors, LLC | 0.47% | Add +4.9% | 23,629 | $2.9M |
| Ballentine Partners, LLC | 0.04% | Add +4.4% | 23,555 | $2.8M |
| Clearview Wealth Advisors LLC | 1.82% | Add +1.8% | 23,531 | $2.8M |
| Joel Isaacson & Co., LLC | 0.10% | Add +0.0% | 23,246 | $2.8M |
| Creative Financial Designs Inc. | 0.19% | Reduce -11.3% | 23,113 | $2.8M |
| Intrust Bank NA | 0.23% | Reduce -11.9% | 22,721 | $2.7M |
| HBK Sorce Advisory LLC | 0.07% | Add +2.3% | 22,771 | $2.7M |
| CCG Wealth Management, LLC | 1.29% | No change | 22,629 | $2.7M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | No change | 22,617 | $2.7M |
| Alerus Financial NA | 0.14% | No change | 22,512 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -32.2% | 22,199 | $2.7M |
| Institute for Wealth Management, LLC. | 0.28% | Reduce -8.7% | 22,129 | $2.7M |
| Lighthouse Financial LLC | 1.76% | Reduce -2.3% | 22,118 | $2.7M |
| Signal Advisors Wealth, LLC | 0.24% | Reduce -3.1% | 22,110 | $2.7M |
| Sprinkle Financial Consultants LLC | 1.49% | Reduce -0.8% | 22,096 | $2.7M |
| Renasant Bank | 1.69% | Reduce -16.4% | 22,022 | $2.7M |
| Operose Advisors LLC | 0.66% | Add +0.6% | 21,934 | $2.6M |
| Forum Financial Management, LP | 0.04% | Reduce -0.5% | 21,651 | $2.6M |
| QRG Capital Management, Inc. | 0.03% | Add +125.8% | 21,633 | $2.6M |
| Stablepoint Partners, LLC | 0.41% | Add +1.6% | 21,611 | $2.6M |
| Capital Square, LLC | 1.33% | Add +25.9% | 21,553 | $2.6M |
| Lakeshore Financial Planning, Inc. | 0.96% | Reduce -3.2% | 21,528 | $2.6M |
| Evanson Asset Management, LLC | 0.15% | Reduce -0.5% | 21,351 | $2.6M |
| Fairvoy Private Wealth, LLC | 0.58% | Reduce -0.1% | 21,128 | $2.6M |
| True Link Financial Advisors, LLC | 0.16% | Reduce -4.5% | 21,059 | $2.5M |
| Merkkuri Wealth Advisors LLC | 1.83% | Add +2.8% | 20,913 | $2.5M |
| Marks Group Wealth Management, Inc | 0.23% | Add +0.2% | 20,729 | $2.5M |
| ORG Partners LLC | 0.46% | Add +28.8% | 19,782 | $2.5M |
| RiverFront Investment Group, LLC | 0.04% | No change | 20,646 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -2.5% | 20,541 | $2.5M |
| Corundum Group, Inc. | 1.02% | No change | 20,500 | $2.5M |
| International Assets Investment Management, LLC | 0.20% | No change | 22,683 | $2.5M |
| Sovereign Financial Group, Inc. | 0.46% | Reduce -14.8% | 20,465 | $2.5M |
| LPWM LLC | 0.66% | Add +7.3% | 20,459 | $2.5M |
| Kaydan Wealth Management, Inc. | 0.70% | Add +0.3% | 20,425 | $2.5M |
| Nicolet Advisory Services, LLC | 0.19% | Add +0.0% | 20,367 | $2.5M |
| Cornerstone Wealth Management, LLC | 0.14% | Add +0.0% | 20,300 | $2.5M |
| Bensler, LLC | 0.25% | Reduce -4.4% | 20,286 | $2.4M |
| Hicks Capital Management LLC | 4.00% | Add +0.0% | 20,254 | $2.4M |
| Sutton Place Investors LLC | 1.39% | Reduce -3.6% | 20,225 | $2.4M |
| Pinnacle Financial Group, LLC / IL | 0.74% | No change | 20,207 | $2.4M |
| Bawa N Mallick Trust | 0.92% | No change | 20,200 | $2.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.39% | No change | 20,200 | $2.4M |
| Rathbones Group PLC | 0.01% | Add +22.4% | 20,200 | $2.4M |
| Bernardo Wealth Planning LLC | 0.48% | No change | 20,182 | $2.4M |
| Marietta Wealth Management, LLC | 0.30% | Add +1.3% | 20,003 | $2.4M |
| Bailard, Inc. | 0.05% | Reduce -8.7% | 19,984 | $2.4M |
| First Western Trust Bank | 0.11% | Reduce -23.4% | 19,886 | $2.4M |
| Comprehensive Financial Planning, Inc. | 1.64% | Add +17.1% | 19,878 | $2.4M |
| Becker Capital Management Inc. | 0.07% | Add +6.4% | 19,830 | $2.4M |
| MBA Advisors LLC | 1.02% | Reduce -2.6% | 19,767 | $2.4M |
| Navis Wealth Advisors, LLC | 1.79% | Reduce -0.6% | 19,675 | $2.4M |
| Freestone Capital Holdings, LLC | 0.07% | Add +0.0% | 19,548 | $2.4M |
| Curi Capital, LLC | 0.04% | Add +2.2% | 19,470 | $2.4M |
| Beacon Financial Advisory LLC | 0.54% | Reduce -1.4% | 19,389 | $2.3M |
| Uptick Partners, LLC | 0.61% | Add +2.2% | 19,313 | $2.3M |
| Emergent Wealth Advisors, LLC | 1.34% | Reduce -2.2% | 19,193 | $2.3M |
| Klaas Financial Asset Advisors, LLC | 0.35% | Reduce -3.3% | 19,087 | $2.3M |
| Fiduciary Alliance LLC | 0.15% | Add +16.2% | 18,896 | $2.3M |
| American Investment Services, Inc. | 0.55% | Reduce -0.9% | 18,895 | $2.3M |
| Novem Group | 0.27% | Add +100.8% | 18,870 | $2.3M |
| Tsfg, LLC | 0.36% | Reduce -6.2% | 18,732 | $2.3M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +12.3% | 18,658 | $2.3M |
| Heritage Financial Services, LLC | 0.20% | Reduce -2.8% | 18,538 | $2.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.67% | Add +0.1% | 18,517 | $2.2M |
| Confluence Wealth Services, Inc. | 0.11% | Reduce -0.4% | 18,429 | $2.2M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -0.3% | 18,366 | $2.2M |
| WealthTrak Capital Management LLC | 1.82% | Add +18.8% | 18,354 | $2.2M |
| Alta Wealth Advisors LLC | 0.79% | Reduce -2.1% | 18,349 | $2.2M |
| Aspire Private Capital, LLC | 0.49% | Reduce -7.0% | 18,347 | $2.2M |
| Whitcomb & Hess, Inc. | 0.57% | Reduce -2.4% | 18,268 | $2.2M |
| Absolute Capital Management, LLC | 0.94% | Add +4.8% | 18,209 | $2.2M |
| ETF Portfolio Partners, Inc. | 0.58% | Reduce -2.7% | 18,161 | $2.2M |
| Fortis Capital Advisors, LLC | 0.35% | Add +59.0% | 18,152 | $2.2M |
| Accelerate Investment Advisors LLC | 1.49% | Reduce -1.4% | 18,129 | $2.2M |
| Beacon Capital Management, LLC | 0.31% | Reduce -17.9% | 18,115 | $2.2M |
| First Commonwealth Financial Corp | 0.37% | Add +3.8% | 18,105 | $2.2M |
| Capital Advantage, Inc. | 0.33% | Add +54.8% | 18,102 | $2.2M |
| Whittier Trust Co. | 0.02% | Reduce -7.3% | 18,026 | $2.2M |
| HM Payson & Co. | 0.03% | Reduce -1.0% | 17,995 | $2.2M |
| Burke & Herbert Bank & Trust Co. | 0.47% | Reduce -2.5% | 17,987 | $2.2M |
| Marino, Stram & Associates LLC | 0.39% | Add +5.5% | 17,983 | $2.2M |
| Hopwood Financial Services, Inc. | 1.45% | Reduce -11.3% | 17,963 | $2.2M |
| Texas Capital Bancshares Inc | 0.85% | Add +476.2% | 17,913 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +4.2% | 17,878 | $2.2M |
| BIP Wealth, LLC | 0.11% | Add +92.8% | 17,826 | $2.2M |
| Harvest Investment Services, LLC | 0.43% | Reduce -5.2% | 17,800 | $2.1M |
| World Equity Group, Inc. | 0.48% | Add +4.6% | 17,667 | $2.1M |
| Norden Group LLC | 0.22% | Reduce -79.0% | 17,616 | $2.1M |
| Ullmann Wealth Partners Group, LLC | 0.23% | Reduce -0.6% | 17,587 | $2.1M |
| Optivise Advisory Services LLC | 1.26% | Reduce -10.7% | 17,583 | $2.1M |
| Manchester Capital Management LLC | 0.29% | Reduce -3.1% | 17,492 | $2.1M |
| Raleigh Capital Management Inc. | 0.80% | Reduce -1.6% | 17,440 | $2.1M |
| Crestwood Advisors Group, LLC | 0.04% | No change | 17,422 | $2.1M |
| Bellwether Advisors, LLC | 0.35% | Add +2.7% | 17,328 | $2.1M |
| Investment Management Corp. /Va/ | 1.79% | Add +1.6% | 17,250 | $2.1M |
| First Citizens Financial Corp | 1.03% | Add +9.4% | 17,192 | $2.1M |
| Tempus Wealth Planning, LLC | 0.47% | Add +9.5% | 17,144 | $2.1M |
| Awm Capital, LLC | 0.19% | No change | 17,119 | $2.1M |
| Sax Wealth Advisors, LLC | 0.11% | Reduce -5.2% | 17,059 | $2.1M |
| Buck Wealth Strategies, LLC | 0.28% | Reduce -78.9% | 17,049 | $2.1M |
| Smartleaf Asset Management LLC | 0.13% | Reduce -5.0% | 17,098 | $2.1M |
| VestGen Investment Management | 1.23% | Add +41.0% | 16,967 | $2.0M |
| Market Street Wealth Management Advisors LLC | 0.33% | Reduce -0.7% | 16,965 | $2.0M |
| PACK Private Wealth, LLC | 0.96% | Reduce -0.1% | 16,862 | $2.0M |
| Bowman & Co S.C. | 0.86% | Reduce -2.7% | 16,804 | $2.0M |
| Helium Advisors LLC | 1.69% | Reduce -6.9% | 16,768 | $2.0M |
| Venture Visionary Partners LLC | 0.07% | Reduce -1.3% | 16,733 | $2.0M |
| Essex Bank | 0.45% | Reduce -0.7% | 16,729 | $2.0M |
| Evoke Wealth, LLC | 0.04% | Add +33.8% | 16,717 | $2.0M |
| Bradley Foster & Sargent Inc. | 0.03% | Add +3.0% | 16,698 | $2.0M |
| First Command Advisory Services, Inc. | 0.01% | Reduce -3.6% | 16,693 | $2.0M |
| Flputnam Investment Management Co. | 0.03% | Reduce -1.3% | 16,685 | $2.0M |
| Burkett Financial Services, LLC | 0.69% | Reduce -6.2% | 16,634 | $2.0M |
| Strategies Wealth Advisors, LLC | 0.21% | Reduce -25.9% | 16,611 | $2.0M |
| Syntegra Private Wealth Group, LLC | 0.19% | Add +0.4% | 16,576 | $2.0M |
| Fisher Asset Management | 0.00% | Add +38.3% | 16,574 | $2.0M |
| GTS Securities LLC | 0.08% | New | 16,543 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +8.0% | 16,520 | $2.0M |
| Perennial Investment Advisors, LLC | 0.16% | Reduce -4.1% | 16,515 | $2.0M |
| McGlone Suttner Wealth Management, Inc. | 0.28% | Add +0.0% | 16,512 | $2.0M |
| Advisors Capital Management, LLC | 0.03% | Add +3.1% | 16,507 | $2.0M |
| Next Level Private LLC | 0.58% | Add +0.0% | 16,364 | $2.0M |
| Golden State Wealth Management, LLC | 0.22% | Add +5.3% | 16,489 | $2.0M |
| REDW Wealth LLC | 0.75% | No change | 16,453 | $2.0M |
| Finley Financial, LLC | 0.92% | Reduce -4.1% | 16,420 | $2.0M |
| Partners Wealth Management, LLC | 1.93% | Add +9.0% | 16,216 | $2.0M |
| Dominguez Wealth Management Solutions, Inc. | 1.24% | Add +0.6% | 16,204 | $2.0M |
| Aprio Wealth Management, LLC | 0.19% | Reduce -3.0% | 16,168 | $2.0M |
| SlateStone Wealth, LLC | 0.17% | No change | 16,035 | $1.9M |
| Sendero Wealth Management, LLC | 0.22% | Reduce -2.6% | 15,866 | $1.9M |
| Pinnacle Bancorp, Inc. | 0.56% | No change | 15,769 | $1.9M |
| Zhang Financial LLC | 0.08% | Add +32.2% | 15,735 | $1.9M |
| Alpha Cubed Investments, LLC | 0.07% | No change | 15,619 | $1.9M |
| Legacy Advisors, LLC | 0.23% | — | 15,552 | $1.9M |
| Eagle Strategies LLC | 0.25% | Add +0.0% | 15,548 | $1.9M |
| Hutchens & Kramer Investment Management Group, LLC | 0.74% | Reduce -5.3% | 15,528 | $1.9M |
| Security National Bank | 0.29% | Add +5.2% | 15,500 | $1.9M |
| Rwa Wealth Partners, LLC | 0.02% | Add +5.3% | 15,471 | $1.9M |
| Grey Ledge Advisors, LLC | 0.42% | Reduce -0.1% | 15,452 | $1.9M |
| Richmond Investment Services, LLC | 0.35% | Add +14.5% | 15,396 | $1.9M |
| Two West Capital Advisors LLC | 1.12% | Add +2.3% | 15,100 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Add +452.0% | 15,329 | $1.9M |
| Towerpoint Wealth, LLC | 0.76% | Reduce -8.2% | 15,326 | $1.9M |
| Fiducient Advisors LLC | 0.21% | Reduce -1.4% | 15,200 | $1.8M |
| Hazlett, Burt & Watson, Inc. | 0.64% | Add +10.1% | 14,997 | $1.8M |
| Investor's Fiduciary Advisor Network, LLC | 0.61% | Reduce -4.9% | 14,977 | $1.8M |
| Axxcess Wealth Management, LLC | 0.04% | Add +24.5% | 14,971 | $1.8M |
| Wedbush Securities Inc. | 0.06% | Add +31.9% | 14,963 | $1.8M |
| Clarity Asset Management, Inc. | 1.01% | Add +6.1% | 14,869 | $1.8M |
| Howard Capital Management Group, LLC | 0.11% | No change | 14,850 | $1.8M |
| Westmount Partners, LLC | 0.46% | Add +0.0% | 14,716 | $1.8M |
| 1ST Source Bank | 0.09% | Reduce -0.9% | 14,724 | $1.8M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.5% | 14,138 | $1.8M |
| CENTRAL TRUST Co | 0.04% | Reduce -0.2% | 14,690 | $1.8M |
| Maripau Wealth Management LLC | 0.89% | Reduce -7.4% | 14,617 | $1.8M |
| HRT Financial LP | 0.01% | New | 14,429 | $1.7M |
| Highland Capital Management, LLC | 0.09% | Add +0.7% | 14,418 | $1.7M |
| Integrated Investment Consultants, LLC | 0.29% | Reduce -2.6% | 14,205 | $1.7M |
| White Pine Capital LLC | 0.49% | Reduce -8.9% | 14,169 | $1.7M |
| Cornerstone Advisory, LLC | 0.17% | Add +0.1% | 14,161 | $1.7M |
| BBR Partners, LLC | 0.10% | No change | 14,102 | $1.7M |
| Atlatl Advisers LLC | 0.67% | Add +8.8% | 14,068 | $1.7M |
| Veracity Capital LLC | 0.54% | Reduce -1.0% | 14,025 | $1.7M |
| Obsidian Cio, LLC | 0.22% | Add +0.1% | 14,008 | $1.7M |
| Progressive Investment Management Corp | 0.41% | No change | 14,000 | $1.7M |
| Insight Advisors, LLC/ PA | 0.26% | Reduce -7.7% | 13,931 | $1.7M |
| Sound View Wealth Advisors Group, LLC | 0.11% | No change | 13,854 | $1.7M |
| McDonough Capital Management, Inc | 0.84% | No change | 13,840 | $1.7M |
| Able Wealth Management LLC | 0.63% | Reduce -2.4% | 13,781 | $1.7M |
| Brass Tax Wealth Management, Inc. | 0.28% | New | 13,767 | $1.7M |
| Caliber Wealth Management, LLC / KS | 0.18% | Add +19.7% | 13,684 | $1.7M |
| Avantra Family Wealth, Inc. | 1.23% | New | 13,650 | $1.6M |
| Argent Advisors, Inc. | 0.48% | Add +2.1% | 13,612 | $1.6M |
| Chapin Davis, Inc. | 0.40% | Reduce -0.6% | 13,570 | $1.6M |
| Winthrop Capital Management, LLC | 0.39% | Add +0.0% | 13,494 | $1.6M |
| Sandbox Financial Partners, LLC | 0.46% | Reduce -2.1% | 13,393 | $1.6M |
| Signaturefd, LLC | 0.03% | Add +0.0% | 13,368 | $1.6M |
| Bank of Hawaii | 0.08% | No change | 13,366 | $1.6M |
| South Plains Financial, Inc. | 1.01% | No change | 13,365 | $1.6M |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -48.0% | 13,303 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -1.6% | 13,263 | $1.6M |
| Resurgent Financial Advisors LLC | 0.79% | Reduce -3.6% | 13,214 | $1.6M |
| Riversedge Advisors, LLC | 0.27% | Reduce -0.2% | 13,143 | $1.6M |
| Simmons Bank | 0.11% | Add +17.9% | 13,100 | $1.6M |
| AdvisorNet Financial, Inc | 0.09% | Reduce -7.2% | 13,083 | $1.6M |
| Silver Grove Financial Group, Inc. | 1.50% | — | 13,053 | $1.6M |
| Highview Capital Management LLC | 0.58% | No change | 13,021 | $1.6M |
| Summit Financial Strategies, Inc. | 0.13% | No change | 13,007 | $1.6M |
| Sageworth Trust Co | 0.07% | Add +67.4% | 13,000 | $1.6M |
| Quadrant Capital Group LLC | 0.05% | No change | 12,995 | $1.6M |
| Atlantic Union Bankshares Corp | 0.03% | Add +1.4% | 12,871 | $1.6M |
| Wesbanco Bank Inc. | 0.04% | Add +0.4% | 12,860 | $1.6M |
| Cambridge Capital Management, LLC | 0.74% | Reduce -2.1% | 12,843 | $1.6M |
| Kovack Advisors, Inc. | 0.14% | Add +5.0% | 12,705 | $1.5M |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.1% | 12,675 | $1.5M |
| Cornerstone Wealth Group, LLC | 0.10% | Add +7.2% | 12,658 | $1.5M |
| Cadinha & Co. LLC | 0.21% | No change | 12,580 | $1.5M |
| Wealth Watch Advisors, INC | 0.62% | Add +1.1% | 12,521 | $1.5M |
| Enclave Advisors LLC | 0.23% | Add +2.4% | 12,503 | $1.5M |
| New England Private Wealth Advisors LLC | 0.20% | Add +0.1% | 12,452 | $1.5M |
| Johnson Financial Group, Inc. | 0.06% | Add +11.7% | 12,416 | $1.5M |
| Synergy Investment Management, LLC | 0.57% | Add +15.5% | 12,406 | $1.5M |
| Tompkins Financial Corp. | 0.13% | No change | 12,404 | $1.5M |
| Catalina Capital Group, LLC | 0.92% | Add +12.8% | 12,351 | $1.5M |
| CVA Family Office, LLC | 0.19% | No change | 12,315 | $1.5M |
| Kessler Investment Group, LLC | 0.64% | Reduce -2.7% | 12,271 | $1.5M |
| SOL Capital Management CO | 0.13% | Reduce -4.1% | 12,253 | $1.5M |
| Betterment LLC | 0.00% | Add +3.9% | 12,252 | $1.5M |
| Greenwood Gearhart LLC | 0.08% | Add +1.0% | 12,205 | $1.5M |
| Rothschild Investment LLC | 0.08% | Reduce -0.7% | 12,163 | $1.5M |
| Albion Financial Group | 0.09% | Add +1.8% | 12,162 | $1.5M |
| Arcadia Investment Advisors LLC | 0.71% | Reduce -0.7% | 12,150 | $1.5M |
| MKT Advisors LLC | 0.54% | Reduce -0.1% | 12,062 | $1.5M |
| Financial & Tax Architects, LLC | 0.32% | New | 12,105 | $1.5M |
| Canopy Partners, LLC | 0.49% | Reduce -1.1% | 12,036 | $1.5M |
| Balboa Wealth Partners | 0.25% | Add +1.8% | 12,020 | $1.5M |
| Morton Capital Management LLC | 0.24% | Add +155.2% | 12,020 | $1.5M |
| Krilogy Financial LLC | 0.05% | Add +16.1% | 11,639 | $1.4M |
| SK Wealth Management, LLC | 0.53% | Reduce -1.6% | 11,752 | $1.4M |
| Tritonpoint Wealth, LLC | 0.12% | Add +2.1% | 11,879 | $1.4M |
| Inspirion Wealth Advisors, LLC | 0.20% | Add +3.4% | 14,967 | $1.4M |
| Cooper Financial Group | 0.16% | Reduce -3.3% | 11,824 | $1.4M |
| TCV Trust & Wealth Management, Inc. | 0.12% | No change | 11,796 | $1.4M |
| Tiemann Investment Advisors, LLC | 0.54% | Reduce -0.3% | 11,785 | $1.4M |
| Friday Financial | 0.59% | No change | 11,744 | $1.4M |
| Columbia River Financial Group, LLC | 0.87% | Reduce -0.4% | 11,366 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +0.7% | 11,647 | $1.4M |
| Idaho Trust Co | 0.47% | Reduce -3.8% | 11,630 | $1.4M |
| LifeSteps Financial, Inc. | 0.90% | Add +5.7% | 11,624 | $1.4M |
| Texas Yale Capital Corp. | 0.04% | No change | 11,600 | $1.4M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.68% | Reduce -0.2% | 11,534 | $1.4M |
| Advyzon Investment Management, LLC | 0.24% | Add +145.5% | 11,523 | $1.4M |
| CFM Wealth Partners LLC | 0.20% | Reduce -0.7% | 11,523 | $1.4M |
| Oxinas Partners, LLC | 0.74% | Reduce -2.4% | 11,490 | $1.4M |
| Beacon Bridge Wealth Partners, LLC | 0.49% | Add +1.9% | 11,479 | $1.4M |
| Moss Adams Wealth Advisors LLC | 0.11% | No change | 11,468 | $1.4M |
| LexAurum Advisors, LLC | 0.20% | Add +5.4% | 11,437 | $1.4M |
| LGT Financial Advisors LLC | 2.96% | Add +5.8% | 11,363 | $1.4M |
| Mma Asset Management LLC | 0.46% | Reduce -0.2% | 11,354 | $1.4M |
| West Paces Advisors Inc. | 0.27% | Add +26.3% | 11,351 | $1.4M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.29% | Reduce -1.8% | 11,238 | $1.4M |
| Flagship Private Wealth, LLC | 0.54% | No change | 11,224 | $1.4M |
| C2C Wealth Management, LLC | 1.16% | No change | 11,204 | $1.4M |
| Berman McAleer LLC | 0.19% | — | 11,119 | $1.3M |
| Semus Wealth Partners LLC | 0.76% | Add +7.1% | 11,106 | $1.3M |
| Focused Wealth Management, Inc | 0.14% | Add +0.1% | 11,026 | $1.3M |
| LaSalle St. Investment Advisors, LLC | 0.24% | Add +14.3% | 11,008 | $1.3M |
| First National Bank Sioux Falls | 0.41% | Reduce -0.4% | 10,967 | $1.3M |
| Florida Trust Wealth Management Co | 0.04% | Add +2.7% | 10,961 | $1.3M |
| Latitude Advisors, LLC | 0.60% | Add +3.9% | 10,926 | $1.3M |
| Blankinship & Foster, LLC | 0.29% | Reduce -2.0% | 10,912 | $1.3M |
| Gemmer Asset Management LLC | 0.11% | Reduce -5.1% | 10,868 | $1.3M |
| First Nebraska Trust Co | 0.12% | No change | 10,862 | $1.3M |
| Taylor Financial Group, Inc. | 0.75% | No change | 10,856 | $1.3M |
| Insigneo Advisory Services, LLC | 0.09% | Add +22.1% | 10,843 | $1.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.41% | No change | 10,738 | $1.3M |
| Stockman Wealth Management, Inc. | 0.16% | Add +0.6% | 10,697 | $1.3M |
| FFT Wealth Management LLC | 0.24% | Reduce -8.3% | 10,672 | $1.3M |
| LongView Wealth Management | 0.35% | Reduce -1.4% | 10,655 | $1.3M |
| Hollencrest Capital Management | 0.05% | No change | 10,645 | $1.3M |
| Greenup Street Wealth Management LLC | 0.20% | Reduce -5.3% | 10,633 | $1.3M |
| Ofc Financial Planning, LLC | 1.27% | No change | 10,598 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +41.1% | 10,574 | $1.3M |
| American Trust | 0.11% | Reduce -7.5% | 10,512 | $1.3M |
| MidAtlantic Capital Management, Inc. | 0.86% | Reduce -4.8% | 10,476 | $1.3M |
| First National Trust Co | 0.04% | Reduce -0.3% | 10,470 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +0.6% | 10,467 | $1.3M |
| Lifeworks Advisors, LLC | 0.17% | Add +0.1% | 10,467 | $1.3M |
| Washington Trust Bank | 0.09% | Reduce -2.0% | 10,463 | $1.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.22% | Add +0.6% | 10,426 | $1.3M |
| Brookwood Investment Group LLC | 0.16% | Reduce -66.7% | 10,394 | $1.3M |
| Compound Planning, Inc. | 0.04% | Reduce -23.7% | 10,376 | $1.3M |
| Pennsylvania Capital Management Inc. | 0.36% | No change | 10,356 | $1.3M |
| Iams Wealth Management, LLC | 0.50% | Reduce -25.4% | 10,351 | $1.2M |
| Salem Investment Counselors Inc. | 0.04% | No change | 10,344 | $1.2M |
| Arvest Bank Trust Division | 0.07% | Reduce -23.7% | 10,323 | $1.2M |
| Sonoma Allocations LLC | 0.45% | — | 10,400 | $1.2M |
| Sage Mountain Advisors LLC | 0.07% | Add +2.5% | 10,263 | $1.2M |
| Forte Asset Management LLC | 0.60% | Reduce -12.8% | 10,250 | $1.2M |
| McHugh Group, LLC | 0.75% | No change | 10,250 | $1.2M |
| Evolution Wealth Advisors, LLC | 0.17% | Reduce -60.4% | 10,230 | $1.2M |
| Fortress Financial Group, LLC | 0.95% | No change | 10,215 | $1.2M |
| Lakeridge Wealth Management LLC | 0.55% | Reduce -0.0% | 10,211 | $1.2M |
| Parkside Financial Bank & Trust | 0.10% | Reduce -2.4% | 10,180 | $1.2M |
| IFG Advisors, LLC | 0.20% | Add +1.0% | 10,170 | $1.2M |
| LTG Capital LLC | 0.97% | Reduce -8.9% | 10,170 | $1.2M |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 10,143 | $1.2M |
| Provenance Wealth Advisors, LLC | 0.16% | Reduce -0.4% | 10,109 | $1.2M |
| Archford Capital Strategies, LLC | 0.15% | Reduce -0.0% | 10,094 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +1.0% | 10,076 | $1.2M |
| RFG Advisory, LLC | 0.03% | Reduce -0.3% | 10,059 | $1.2M |
| One Day In July LLC | 0.10% | Reduce -0.5% | 10,049 | $1.2M |
| Brasada Capital Management, LP | 0.21% | No change | 9,979 | $1.2M |
| Empirical Asset Management, LLC | 0.34% | Reduce -6.3% | 10,019 | $1.2M |
| Net Worth Advisory Group | 0.35% | Reduce -89.1% | 9,949 | $1.2M |
| Oakworth Capital, Inc. | 0.07% | Reduce -0.3% | 9,939 | $1.2M |
| Wealthstream Advisors, Inc. | 0.18% | Reduce -16.7% | 9,938 | $1.2M |
| FWG Investments, LLC. | 0.82% | Add +16.9% | 9,879 | $1.2M |
| Thrive Wealth Management, LLC | 0.18% | Reduce -0.7% | 9,859 | $1.2M |
| Facet Wealth, Inc. | 0.02% | Add +106.3% | 9,838 | $1.2M |
| Pacific Sun Financial Corp | 0.57% | No change | 9,834 | $1.2M |
| Rockwood Wealth Management, LLC | 0.09% | Add +8.6% | 9,833 | $1.2M |
| GWN Securities Inc. | 0.27% | Reduce -20.3% | 9,745 | $1.2M |
| TL Private Wealth | 0.47% | Reduce -5.3% | 9,770 | $1.2M |
| Private Wealth Management Group, LLC | 0.32% | No change | 9,764 | $1.2M |
| Wedmont Private Capital | 0.04% | Add +2.3% | 9,727 | $1.2M |
| Eaton-Cambridge Inc. | 0.41% | No change | 9,739 | $1.2M |
| Robinson Smith Wealth Advisors LLC | 0.84% | No change | 9,736 | $1.2M |
| Azimuth Capital Investment Management LLC | 0.04% | Add +16.9% | 9,708 | $1.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.06% | Add +0.1% | 9,704 | $1.2M |
| Americana Partners, LLC | 0.04% | Add +0.6% | 9,651 | $1.2M |
| Continuum Advisory, LLC | 0.12% | Add +4.5% | 9,645 | $1.2M |
| Sterling Investment Advisors LLC | 0.57% | Add +58.0% | 9,604 | $1.2M |
| Petix & Botte Co | 0.27% | No change | 9,580 | $1.2M |
| Formidable Asset Management, LLC | 0.18% | Add +133.4% | 10,474 | $1.2M |
| Bank of Stockton | 0.33% | Reduce -8.2% | 9,542 | $1.2M |
| Fiduciary Trust Co | 0.01% | No change | 9,538 | $1.2M |
| PFG Investments, LLC | 0.06% | Add +44.4% | 9,538 | $1.2M |
| Lantern Wealth Advisors, LLC | 0.60% | Reduce -0.9% | 9,516 | $1.1M |
| Seneca House Advisors | 0.46% | Reduce -0.2% | 9,507 | $1.1M |
| Capital Planning Advisors, LLC | 0.16% | No change | 9,507 | $1.1M |
| Beacon Financial Group | 0.11% | Add +0.8% | 9,497 | $1.1M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 9,500 | $1.1M |
| Vident Advisory, LLC | 0.01% | Add +28.3% | 9,424 | $1.1M |
| CNB Bank | 0.47% | No change | 9,400 | $1.1M |
| Consilio Wealth Advisors, LLC | 0.37% | No change | 9,316 | $1.1M |
| Everpar Advisors LLC | 0.44% | Add +3.3% | 9,304 | $1.1M |
| Crescent Grove Advisors, LLC | 0.11% | No change | 9,291 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -4.8% | 9,276 | $1.1M |
| Chilton Investment Co. Inc. | 0.02% | Reduce -10.3% | 9,275 | $1.1M |
| Montag A & Associates Inc. | 0.05% | No change | 9,258 | $1.1M |
| Arcadia Wealth Management, LLC | 0.44% | Add +27.5% | 9,216 | $1.1M |
| Pacific Point Advisors, LLC | 0.65% | No change | 9,200 | $1.1M |
| Beacon Investment Advisors LLC | 0.45% | No change | 9,200 | $1.1M |
| Ironwood Investment Counsel, LLC | 0.16% | Add +0.6% | 9,193 | $1.1M |
| Hilltop Holdings Inc. | 0.06% | Reduce -5.7% | 9,173 | $1.1M |
| Verum Partners LLC | 0.24% | Reduce -0.1% | 9,172 | $1.1M |
| Moneywise, Inc. | 0.50% | Add +1.0% | 9,094 | $1.1M |
| Game Plan Financial Advisors, LLC | 0.50% | No change | 9,036 | $1.1M |
| Milestone Asset Management Group, LLC | 0.69% | Add +0.1% | 9,030 | $1.1M |
| Aaron Wealth Advisors LLC | 0.07% | No change | 9,003 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +4.7% | 8,998 | $1.1M |
| Burns J W & Co. Inc. | 0.12% | Reduce -0.8% | 8,980 | $1.1M |
| Neumann Capital Management, LLC | 0.32% | No change | 8,950 | $1.1M |
| Cambria Investment Management, L.P. | 0.07% | Add +216.4% | 8,946 | $1.1M |
| Empowered Funds, LLC | 0.01% | Add +216.4% | 8,946 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.1% | 8,879 | $1.1M |
| JNBA Financial Advisors | 0.10% | Reduce -0.8% | 8,936 | $1.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 8,880 | $1.1M |
| Sage Financial Management Group, Inc. | 0.34% | No change | 8,920 | $1.1M |
| NorthLanding Financial Partners, LLC | 0.90% | Reduce -1.7% | 8,915 | $1.1M |
| Reynders McVeigh Capital Management, LLC | 0.05% | No change | 8,895 | $1.1M |
| Stratos Investment Management, LLC | 0.04% | Add +0.1% | 8,871 | $1.1M |
| Buska Wealth Management, LLC | 0.32% | Add +8.5% | 8,857 | $1.1M |
| KWB Wealth | 0.12% | No change | 9,711 | $1.1M |
| Angeles Wealth Management, LLC | 0.07% | No change | 8,850 | $1.1M |
| Chancellor Financial Group WB LP | 0.76% | Add +0.0% | 8,834 | $1.1M |
| SageView Advisory Group, LLC | 0.04% | Reduce -0.1% | 8,799 | $1.1M |
| Proactive Wealth Strategies LLC | 0.45% | Reduce -0.3% | 8,731 | $1.1M |
| MN Wealth Advisors, LLC | 0.56% | Reduce -2.5% | 8,728 | $1.1M |
| Atticus Wealth Management, LLC | 0.27% | Reduce -0.1% | 8,726 | $1.1M |
| Moneco Advisors, LLC | 0.09% | Reduce -1.3% | 8,717 | $1.1M |
| City Holding Co. | 0.13% | Reduce -4.1% | 8,602 | $1.0M |
| Balance Wealth Partners LLC | 0.25% | Reduce -2.3% | 8,516 | $1.0M |
| Watershed Private Wealth LLC | 0.32% | Reduce -2.6% | 8,510 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.6% | 8,508 | $1.0M |
| CRA Financial Services, LLC | 0.14% | No change | 8,485 | $1.0M |
| 4J Wealth Management LLC | 0.60% | Add +0.1% | 8,477 | $1.0M |
| Transamerica Financial Advisors, LLC | 0.08% | New | 8,467 | $1.0M |
| American Financial Advisors, LLC | 0.13% | Reduce -4.3% | 8,453 | $1.0M |
| Grandfield & Dodd, LLC | 0.06% | No change | 8,430 | $1.0M |
| McKinley Carter Wealth Services, Inc. | 0.05% | Add +1.7% | 8,404 | $1.0M |
| Catalyst Financial Partners LLC | 0.12% | Reduce -0.6% | 8,397 | $1.0M |
| Gries Financial LLC | 0.16% | Reduce -0.8% | 8,383 | $1.0M |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -5.4% | 8,371 | $1.0M |
| Processus Wealth & Capital Management, LLC | 0.72% | Reduce -33.4% | 8,355 | $1.0M |
| FSM Wealth Advisors, LLC | 0.14% | Reduce -6.0% | 8,344 | $1.0M |
| Pure Financial Advisors, LLC | 0.02% | Add +18.4% | 8,325 | $1.0M |
| Tarbox Family Office, Inc. | 0.15% | No change | 8,323 | $1.0M |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -1.2% | 8,306 | $1.0M |
| Durante & Waters, LLC | 0.74% | No change | 8,300 | $1.0M |
| Old Port Advisors | 0.25% | Reduce -1.5% | 8,286 | $1.0M |
| Summit Financial Wealth Advisors, LLC | 0.15% | No change | 8,190 | $993K |
| QTR Family Wealth, LLC | 0.47% | Reduce -0.7% | 8,219 | $992K |
| Welch Group, LLC | 0.04% | Add +57.4% | 8,179 | $987K |
| Garde Capital, Inc. | 0.05% | Add +1.8% | 8,114 | $980K |
| Elevated Capital Advisors, LLC | 0.24% | Reduce -26.3% | 8,065 | $974K |
| Foster Dykema Cabot & Partners, LLC | 0.06% | Reduce -4.9% | 8,043 | $971K |
| Three Seasons Wealth, LLC | 0.10% | Reduce -97.2% | 8,007 | $967K |
| Manhattan West Asset Management, LLC | 0.20% | Reduce -6.3% | 7,939 | $958K |
| Shepherd Kaplan Krochuk, LLC | 0.79% | No change | 7,938 | $958K |
| Financial Partners Group, Inc | 0.12% | Add +0.0% | 7,907 | $955K |
| Bank of New Hampshire | 0.22% | Add +0.5% | 7,907 | $955K |
| Capital Investment Advisors, LLC | 0.02% | No change | 7,857 | $948K |
| GatePass Capital, LLC | 0.55% | Add +10.0% | 7,804 | $942K |
| Bare Financial Services, Inc | 0.28% | Reduce -0.7% | 7,788 | $940K |
| First National Bank & Trust Co. of Newtown | 0.18% | Add +4.7% | 7,759 | $937K |
| Talisman Wealth Advisors LLC | 0.77% | Add +14.1% | 7,733 | $934K |
| Welch & Forbes LLC | 0.01% | No change | 7,689 | $928K |
| Arbor Investment Advisors, LLC | 0.12% | Reduce -12.8% | 7,685 | $928K |
| Capital Group Private Client Services, Inc. | 0.02% | Add +0.1% | 7,666 | $925K |
| Lloyd Advisory Services, LLC. | 0.43% | Reduce -4.8% | 7,642 | $923K |
| Fidelis Capital Partners, LLC | 0.07% | No change | 7,635 | $922K |
| Gilliland Jeter Wealth Management LLC | 0.28% | Add +18.4% | 7,634 | $922K |
| Russell Investments Group, Ltd. | 0.00% | Add +27.2% | 7,624 | $920K |
| SOA Wealth Advisors, LLC. | 0.15% | Reduce -1.5% | 7,593 | $917K |
| Tidemark, LLC | 0.27% | Add +0.0% | 7,573 | $914K |
| Middleton & Co. Inc. | 0.10% | Reduce -0.5% | 7,540 | $910K |
| Wallington Asset Management, LLC | 0.12% | No change | 7,534 | $910K |
| Chesley Taft & Associates LLC | 0.04% | No change | 7,520 | $908K |
| Total Clarity Wealth Management, Inc. | 0.24% | Reduce -3.2% | 7,519 | $908K |
| GDS Wealth Management | 0.06% | Reduce -0.3% | 7,473 | $902K |
| Coastal Bridge Advisors, LLC | 0.07% | Add +0.4% | 7,435 | $898K |
| KFA Private Wealth Group, LLC | 0.26% | Add +21.7% | 7,422 | $896K |
| Mainstream Capital Management LLC | 0.59% | Reduce -3.1% | 7,396 | $893K |
| Culbertson A N & Co. Inc. | 0.13% | No change | 7,372 | $890K |
| Stephen J. Garry & Associates, LLC | 0.71% | Reduce -3.1% | 7,370 | $890K |
| Verus Wealth Management, LLC | 0.83% | No change | 7,368 | $889K |
| Quartz Partners, LLC | 0.32% | Add +17.0% | 7,351 | $887K |
| Scotia Capital Inc. | 0.00% | Reduce -1.1% | 7,337 | $886K |
| Farmers National Bank | 0.21% | Reduce -1.4% | 7,332 | $885K |
| Edgestream Partners, L.P. | 0.03% | New | 7,328 | $885K |
| All Terrain Financial Advisors, LLC | 0.28% | No change | 7,318 | $883K |
| Single Point Partners, LLC | 0.18% | Reduce -0.7% | 7,298 | $881K |
| HMS Capital Management, LLC | 0.37% | Add +1.1% | 7,286 | $880K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -11.3% | 7,276 | $878K |
| Meridian Management Co. | 0.23% | No change | 7,272 | $878K |
| Cary Street Partners Investment Advisory LLC | 0.37% | Add +2.2% | 7,265 | $877K |
| RPS Advisory Solutions LLC | 0.43% | Reduce -92.0% | 7,219 | $871K |
| Equitable Trust Co. | 0.04% | Reduce -4.8% | 7,204 | $870K |
| NCM Capital Management, LLC | 0.34% | Reduce -5.8% | 7,200 | $869K |
| HUB Investment Partners, LLC | 0.03% | Reduce -5.7% | 7,189 | $868K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -18.1% | 7,183 | $867K |
| Bluespring Wealth Management, LLC | 0.08% | No change | 7,176 | $866K |
| Jackson, Grant Investment Advisers, Inc. | 0.29% | Add +0.1% | 7,165 | $865K |
| Councilor Wealth, LLC | 0.40% | Add +0.1% | 7,113 | $859K |
| Strategic Family Wealth Counselors, L.L.C. | 0.22% | No change | 7,096 | $857K |
| CWA Asset Management Group, LLC | 0.03% | Add +14.5% | 7,088 | $856K |
| HCR Wealth Advisors | 0.09% | Add +0.2% | 7,040 | $855K |
| Davis R M Inc. | 0.01% | Reduce -4.1% | 7,063 | $853K |
| Investment Research & Advisory Group, Inc. | 0.29% | Reduce -1.2% | 7,060 | $852K |
| Birch Hill Investment Advisors LLC | 0.04% | No change | 7,051 | $851K |
| Clark Capital Management Group, Inc. | 0.01% | Add +57.6% | 7,043 | $850K |
| Evergreen Private Wealth LLC | 0.34% | Add +2.3% | 6,985 | $843K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -2.6% | 6,985 | $843K |
| Rossby Financial, LCC | 0.28% | Add +2.2% | 6,950 | $843K |
| Harvey Capital Management Inc. | 0.18% | No change | 6,975 | $842K |
| Annandale Capital, LLC | 0.15% | No change | 6,952 | $839K |
| Apollon Financial, LLC | 0.14% | Add +48.9% | 6,951 | $839K |
| Weaver Consulting Group | 0.21% | Reduce -10.6% | 6,941 | $838K |
| Van Hulzen Asset Management, LLC | 0.06% | Reduce -5.7% | 6,915 | $835K |
| GAMMA Investing LLC | 0.05% | No change | 6,889 | $832K |
| Founders Financial Securities LLC | 0.06% | Reduce -3.9% | 6,860 | $828K |
| Geometric Wealth Advisors | 0.11% | No change | 6,832 | $825K |
| Claro Advisors Inc. | 0.12% | Add +0.5% | 6,808 | $822K |
| Sageworth Trust Co of South Dakota | 0.77% | No change | 6,804 | $821K |
| Castle Wealth Management LLC | 0.28% | Reduce -2.0% | 6,768 | $817K |
| Oxler Private Wealth LLC | 0.24% | Add +0.1% | 6,754 | $815K |
| Kestra Investment Management, LLC | 0.02% | Add +4.5% | 6,698 | $809K |
| First County Bank | 0.41% | Reduce -0.6% | 6,671 | $805K |
| Huntleigh Advisors, Inc. | 0.14% | Reduce -1.4% | 6,596 | $796K |
| ProVise Management Group, LLC | 0.06% | Reduce -3.8% | 6,584 | $795K |
| Mitchell McLeod Pugh & Williams Inc. | 0.13% | Reduce -45.0% | 6,320 | $794K |
| GEN Financial Management, INC. | 0.68% | Reduce -3.0% | 6,569 | $793K |
| Bar Harbor Wealth Management | 0.05% | Reduce -2.4% | 6,542 | $790K |
| Park National Corp. | 0.02% | No change | 6,541 | $790K |
| Woodmont Investment Counsel LLC | 0.05% | No change | 6,536 | $789K |
| Two Sigma Securities, LLC | 0.12% | New | 6,528 | $788K |
| Pinnacle Family Advisors, LLC | 0.34% | Add +5.4% | 6,512 | $786K |
| Integrated Capital Management, LLC | 0.35% | Add +0.1% | 6,306 | $786K |
| Dimension Capital Management LLC | 0.11% | No change | 6,490 | $783K |
| One Wealth Management Investment & Advisory Services, LLC | 0.91% | Reduce -1.1% | 6,481 | $782K |
| Caprock Group, LLC | 0.02% | — | 6,806 | $782K |
| Clark Wealth Partners | 0.48% | Reduce -72.0% | 6,335 | $781K |
| Seven Mile Advisory | 0.13% | No change | 6,464 | $780K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -7.8% | 6,428 | $776K |
| Madison Wealth Partners, Inc | 0.15% | Reduce -17.4% | 6,416 | $775K |
| Intergy Private Wealth, LLC | 0.24% | No change | 6,404 | $773K |
| tru Independence LLC | 0.20% | Add +4.6% | 6,401 | $773K |
| Legacy Edge Advisors, LLC | 0.09% | Reduce -3.7% | 6,399 | $772K |
| Baker Avenue Asset Management, LP | 0.02% | New | 6,383 | $771K |
| Imprint Wealth LLC | 2.46% | — | 6,368 | $769K |
| Community Bank, N.A. | 0.09% | Reduce -16.3% | 6,365 | $768K |
| Affinity Capital Advisors, LLC | 0.12% | No change | 6,321 | $767K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,338 | $765K |
| Frisch Financial Group, Inc. | 0.18% | New | 6,329 | $764K |
| Guyasuta Investment Advisors Inc. | 0.04% | No change | 6,324 | $763K |
| Everhart Financial Group, Inc. | 0.08% | Reduce -0.0% | 6,303 | $761K |
| Wimmer Associates 1, LLC | 0.37% | No change | 6,300 | $761K |
| TFB Advisors LLC | 0.22% | Reduce -1.2% | 6,323 | $758K |
| SkyOak Wealth, LLC | 0.14% | No change | 6,274 | $757K |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 6,256 | $755K |
| Midwest Capital Advisors, LLC | 0.36% | Add +0.1% | 6,242 | $753K |
| Fulcrum Equity Management | 0.76% | Add +5.7% | 6,236 | $753K |
| Brio Consultants, LLC | 0.10% | No change | 6,235 | $753K |
| Rinkey Investments | 0.20% | New | 6,231 | $752K |
| Blue Capital, Inc. | 0.55% | New | 6,186 | $747K |
| Clayton Financial Group LLC | 0.54% | No change | 6,172 | $745K |
| CGN Advisors LLC | 0.06% | No change | 6,169 | $745K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -4.3% | 6,097 | $744K |
| Journey Advisory Group, LLC | 0.06% | No change | 6,153 | $743K |
| Laurel Wealth Advisors LLC | 0.10% | Reduce -12.2% | 6,144 | $742K |
| Certuity, LLC | 0.05% | Add +158.6% | 6,127 | $740K |
| Colton Groome Financial Advisors, LLC | 0.23% | Reduce -2.1% | 6,117 | $738K |
| Solano Wealth Investment Advisors LLC | 0.36% | No change | 6,101 | $737K |
| Hiley Hunt Wealth Management | 0.34% | Reduce -6.4% | 6,064 | $732K |
| First National Corp. /Ma/ | 0.14% | Reduce -3.5% | 6,018 | $730K |
| NBT Bank, N.A. | 0.05% | Reduce -20.7% | 5,980 | $730K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -9.6% | 6,030 | $728K |
| River Street Advisors LLC | 0.28% | Reduce -6.6% | 6,028 | $728K |
| ABLE Financial Group, LLC | 0.16% | Add +4.0% | 6,016 | $726K |
| Base Wealth Management LLC | 0.41% | Reduce -5.1% | 5,999 | $724K |
| Opal Wealth Advisors, LLC | 0.20% | Reduce -3.7% | 5,988 | $723K |
| Fulton Bank, N.A. | 0.03% | Add +20.8% | 5,981 | $722K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -6.3% | 5,959 | $719K |
| Berger Financial Group, Inc | 0.04% | Add +1.6% | 5,954 | $719K |
| Valpey Financial Services, LLC | 0.47% | Reduce -9.7% | 5,941 | $717K |
| Consolidated Portfolio Review Corp | 0.09% | Reduce -10.2% | 5,937 | $717K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -87.5% | 5,909 | $713K |
| Legacy Capital Group California, Inc. | 0.18% | Add +78.8% | 5,904 | $713K |
| Disciplined Investments, LLC | 0.28% | No change | 5,894 | $712K |
| Dana Investment Advisors, Inc. | 0.02% | Add +0.2% | 5,879 | $710K |
| BAM Wealth Management, LLC | 0.55% | — | 5,865 | $708K |
| Squarepoint Ops LLC | 0.00% | New | 5,818 | $702K |
| Wick Capital Partners, LLC | 0.17% | Reduce -67.1% | 5,812 | $702K |
| Diversified Enterprises, LLC | 0.05% | Reduce -2.9% | 5,811 | $701K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.14% | No change | 5,771 | $697K |
| CWS Financial Advisors, LLC | 0.19% | Add +0.0% | 5,723 | $691K |
| Tortoise Investment Management, LLC | 0.06% | Add +0.1% | 5,719 | $690K |
| Palisade Asset Management, LLC | 0.06% | No change | 5,706 | $689K |
| Clear Investment Research, LLC | 0.92% | Reduce -52.1% | 5,703 | $689K |
| Glassman Wealth Services | 0.10% | No change | 5,697 | $688K |
| Bearing Point Capital, LLC | 0.12% | No change | 5,692 | $687K |
| Plancorp, LLC | 0.02% | Reduce -12.3% | 5,689 | $687K |
| Promus Capital, LLC | 0.44% | New | 5,675 | $685K |
| Sage Financial Group Inc. | 0.05% | Add +1.3% | 5,636 | $680K |
| Amplius Wealth Advisors, LLC | 0.06% | Add +0.1% | 5,634 | $680K |
| Leslie Global Wealth, LLC | 0.32% | Reduce -69.8% | 5,603 | $676K |
| Conservest Capital Advisors, Inc. | 0.06% | No change | 5,594 | $675K |
| Altfest L J & Co. Inc. | 0.07% | No change | 5,566 | $672K |
| Trust Co of the South | 0.11% | Reduce -7.9% | 5,545 | $669K |
| Timonier Family Office, LTD. | 0.22% | No change | 5,536 | $668K |
| Staley Capital Advisers Inc. | 0.03% | No change | 5,534 | $668K |
| Brandywine Oak Private Wealth LLC | 0.06% | No change | 5,524 | $667K |
| Worth Financial Advisory Group, LLC | 0.37% | Add +4.1% | 5,515 | $666K |
| BCGM Wealth Management, LLC | 0.17% | Add +0.1% | 5,512 | $665K |
| Goldstein Advisors, LLC | 0.08% | Add +6.3% | 5,486 | $662K |
| ORBA Wealth Advisors, L.L.C. | 0.54% | No change | 5,478 | $661K |
| PUREfi Wealth, LLC | 0.51% | Reduce -8.8% | 5,475 | $661K |
| Gutierrez Wealth Advisory, LLC | 0.42% | Reduce -0.2% | 5,456 | $659K |
| IFC Advisors LLC | 0.12% | Reduce -1.9% | 5,411 | $653K |
| Dakota Wealth Management | 0.01% | Reduce -18.5% | 5,401 | $652K |
| Old Second National Bank of Aurora | 0.13% | Reduce -6.9% | 5,401 | $652K |
| Canandaigua National Bank & Trust Co. | 0.06% | Add +2.5% | 5,398 | $652K |
| Dynamic Financial Group | 0.56% | Add +0.0% | 5,385 | $650K |
| Gradient Capital Advisors, LLC | 0.17% | No change | 5,352 | $646K |
| Principle Wealth Partners LLC | 0.04% | No change | 5,319 | $642K |
| Ritholtz Wealth Management | 0.01% | Reduce -8.5% | 5,311 | $641K |
| Quadcap Wealth Management, LLC | 0.08% | Reduce -1.1% | 5,306 | $641K |
| Oak Harvest Investment Services | 0.07% | Add +0.1% | 5,280 | $637K |
| Bank of Nova Scotia | 0.00% | No change | 5,280 | $637K |
| Crewe Advisors LLC | 0.06% | Reduce -2.5% | 5,279 | $637K |
| Old North State Trust, LLC | 0.39% | Add +4.3% | 5,268 | $636K |
| NWF Advisory Services Inc. | 0.07% | Add +8.5% | 5,264 | $635K |
| Strategic Equity Management | 0.23% | Add +2.4% | 5,250 | $634K |
| Courage Miller Partners, LLC | 0.19% | Reduce -6.7% | 5,249 | $634K |
| Clarendon Private LLC | 0.57% | Add +0.1% | 5,245 | $633K |
| Oakwell Private Wealth Management, LLC | 0.13% | No change | 5,240 | $633K |
| KRS Capital Management, LLC | 0.38% | No change | 5,222 | $630K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +0.3% | 5,209 | $629K |
| Eldridge Investment Advisors, Inc. | 0.14% | No change | 5,200 | $628K |
| United Community Bank | 0.19% | Reduce -0.1% | 5,192 | $627K |
| Curtis Advisory Group, LLC | 0.14% | No change | 5,179 | $625K |
| Oak Wealth Advisors LLC | 0.36% | Reduce -0.1% | 5,173 | $624K |
| Evolution Wealth Management Inc. | 0.64% | Add +1.9% | 5,168 | $624K |
| United Advisor Group, LLC | 0.08% | Add +4.3% | 5,160 | $623K |
| Parthenon LLC | 0.07% | No change | 5,136 | $620K |
| Planning Center, Inc. | 0.07% | Reduce -15.2% | 5,136 | $620K |
| New Republic Capital, LLC | 0.19% | Reduce -2.6% | 5,119 | $618K |
| Segment Wealth Management, LLC | 0.04% | Reduce -6.1% | 5,096 | $615K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -3.0% | 4,934 | $615K |
| Lifestyle Asset Management, Inc. | 0.21% | Reduce -45.8% | 5,087 | $614K |
| Accurate Wealth Management, LLC | 0.08% | Add +1.4% | 5,114 | $613K |
| Front Row Advisors LLC | 0.21% | No change | 5,072 | $612K |
| Genesis Wealth Advisors, LLC | 0.43% | Reduce -1.9% | 5,062 | $611K |
| VeraBank, N.A. | 0.11% | No change | 5,059 | $611K |
| Family Manage LLC | 0.08% | No change | 5,054 | $610K |
| Enzi Wealth | 0.21% | Reduce -2.9% | 5,091 | $610K |
| WealthBridge Capital Management, LLC | 0.14% | No change | 5,034 | $608K |
| Fusion Capital, LLC | 0.18% | Reduce -0.9% | 4,868 | $608K |
| Raab & Moskowitz Asset Management LLC | 0.14% | Add +28.0% | 5,005 | $604K |
| GenTrust, LLC | 0.03% | No change | 5,000 | $604K |
| Vicus Capital | 0.05% | Reduce -0.1% | 4,988 | $602K |
| Cape Investment Advisory, Inc. | 0.59% | Add +11.5% | 4,954 | $598K |
| Seros Financial, LLC | 0.36% | Add +0.0% | 4,954 | $598K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 4,942 | $597K |
| Vantage Point Financial LLC | 0.23% | Add +14.0% | 4,941 | $596K |
| Manning & Napier Advisors LLC | 0.01% | No change | 4,916 | $594K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 4,888 | $590K |
| Crux Wealth Advisors | 0.23% | Reduce -6.0% | 4,886 | $590K |
| 49 Wealth Management, LLC | 0.06% | Reduce -25.5% | 4,879 | $589K |
| Level Wealth Management LLC | 0.31% | No change | 4,876 | $589K |
| Pictet North America Advisors SA | 0.06% | No change | 4,872 | $588K |
| Trust Co. of Toledo NA | 0.06% | No change | 4,867 | $588K |
| Bogart Wealth, LLC | 0.02% | Add +0.0% | 4,862 | $587K |
| JGP Wealth Management, LLC | 0.06% | Reduce -18.9% | 4,826 | $586K |
| Main Street Financial Solutions, LLC | 0.04% | Add +8.6% | 4,831 | $583K |
| Sfmg, LLC | 0.04% | Add +1.6% | 4,815 | $581K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | No change | 4,814 | $581K |
| FLP Wealth Management, LLC | 1.63% | Reduce -29.8% | 4,808 | $580K |
| Sachetta, LLC | 0.22% | Reduce -1.9% | 4,805 | $580K |
| Francis Financial, Inc. | 0.10% | Add +0.8% | 4,757 | $574K |
| BOS Asset Management, LLC | 0.16% | No change | 4,753 | $574K |
| Blackston Financial Advisory Group, LLC | 0.34% | Reduce -0.9% | 4,750 | $573K |
| Baker Tilly Wealth Management, LLC | 0.13% | Add +1.9% | 4,745 | $573K |
| Howard Financial Services, LTD. | 0.07% | Add +0.1% | 4,729 | $571K |
| Visionary Wealth Advisors | 0.03% | Add +0.4% | 4,726 | $571K |
| Visionary Horizons, LLC | 0.32% | New | 4,723 | $570K |
| Objective Capital Management, LLC | 0.59% | No change | 4,716 | $569K |
| Seascape Capital Management | 0.16% | No change | 4,716 | $569K |
| WT Wealth Management | 0.16% | No change | 4,704 | $568K |
| Childress Capital Advisors, LLC | 0.10% | No change | 4,702 | $568K |
| O'Connor Financial Group LLC | 0.24% | Reduce -0.6% | 4,694 | $567K |
| MWA Asset Management | 0.31% | Add +4.3% | 4,691 | $566K |
| WNY Asset Management, LLC | 0.05% | Add +1.8% | 4,681 | $565K |
| Insight Wealth Strategies, LLC | 0.07% | Reduce -3.4% | 4,678 | $565K |
| GM Advisory Group, LLC | 0.02% | No change | 4,669 | $564K |
| CPC Advisors, LLC | 0.06% | Add +81.2% | 4,665 | $563K |
| Horizon Wealth Management, LLC | 0.08% | Add +0.0% | 4,661 | $563K |
| Mengis Capital Management, Inc. | 0.11% | Add +0.0% | 4,659 | $562K |
| SwitchPoint Financial Planning, LLC | 0.41% | No change | 4,656 | $562K |
| Summit Asset Management, LLC | 0.09% | No change | 4,646 | $561K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +26.7% | 4,646 | $561K |
| Accredited Investors Inc. | 0.03% | No change | 4,638 | $560K |
| LaFleur & Godfrey LLC | 0.07% | Reduce -1.4% | 4,625 | $558K |
| Curated Wealth Partners LLC | 0.07% | No change | 4,625 | $558K |
| Family Office Research LLC | 0.24% | Reduce -1.5% | 4,615 | $557K |
| Capital Squared Financial LLC | 0.48% | Add +3.8% | 4,602 | $556K |
| GreatBanc Trust CO | 0.38% | — | 4,600 | $555K |
| One Capital Management, LLC | 0.02% | Reduce -7.9% | 4,595 | $555K |
| Unique Wealth, LLC | 0.08% | No change | 4,582 | $553K |
| Canvas Wealth Advisors, LLC | 0.10% | Add +0.8% | 4,563 | $552K |
| JFG Wealth Management, LLC | 0.11% | No change | 4,519 | $546K |
| Diversify Wealth Management, LLC | 0.03% | No change | 4,346 | $545K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 4,510 | $544K |
| Annex Advisory Services, LLC | 0.01% | Reduce -0.0% | 4,498 | $543K |
| Wealth Preservation Advisors, LLC | 0.32% | No change | 4,493 | $542K |
| New World Advisors LLC | 0.10% | No change | 4,474 | $540K |
| Larson Financial Group LLC | 0.02% | Add +13.1% | 4,468 | $539K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 4,458 | $538K |
| Brand Asset Management Group, Inc. | 0.15% | Add +52.6% | 4,459 | $538K |
| Truefg, LLC | 0.15% | No change | 4,437 | $536K |
| MIdWestOne Financial Group, Inc. | 0.07% | No change | 4,435 | $535K |
| Curbstone Financial Management Corp | 0.10% | New | 4,420 | $534K |
| Brown Wealth Management, LLC | 0.15% | Reduce -0.1% | 4,413 | $533K |
| Wealthstar Advisors, LLC | 0.21% | Reduce -3.0% | 4,407 | $532K |
| Elm Partners Management LLC | 0.03% | New | 4,401 | $531K |
| Versant Capital Management, Inc | 0.07% | No change | 4,387 | $530K |
| Condor Capital Management | 0.04% | Reduce -2.2% | 4,386 | $530K |
| Relyea Zuckerberg Hanson LLC | 0.06% | No change | 4,372 | $528K |
| TFO Wealth Partners, LLC | 0.09% | No change | 4,370 | $528K |
| Brown Miller Wealth Management, LLC | 0.15% | New | 4,320 | $521K |
| CPR Investments Inc. | 0.36% | Reduce -17.7% | 4,317 | $521K |
| Investors Research Corp | 0.10% | Add +23.4% | 4,310 | $520K |
| Stone Summit Wealth LLC | 0.15% | Reduce -3.2% | 4,306 | $520K |
| Legacy Bridge, LLC | 0.22% | No change | 4,305 | $520K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -12.2% | 4,304 | $520K |
| Hidden Cove Wealth Management, LLC | 0.34% | Reduce -0.4% | 4,291 | $518K |
| Bank Ozk | 0.18% | No change | 4,279 | $517K |
| Garrison Point Advisors, LLC | 0.22% | Add +10.7% | 4,251 | $513K |
| Patten & Patten Inc. | 0.03% | Add +87.6% | 4,234 | $511K |
| N.E.W. Advisory Services LLC | 0.05% | Reduce -2.1% | 4,217 | $509K |
| Eagle Rock Investment Company, LLC | 0.08% | No change | 4,200 | $507K |
| Drive Wealth Management, LLC | 0.11% | Reduce -9.4% | 4,198 | $507K |
| Richards, Merrill & Peterson, Inc. | 0.22% | No change | 4,193 | $506K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -0.1% | 4,172 | $504K |
| Christensen, King & Associates Investment Services, Inc. | 0.22% | No change | 4,172 | $504K |
| Gill Capital Partners, LLC | 0.15% | New | 4,171 | $504K |
| Newman Dignan & Sheerar, Inc. | 0.11% | Reduce -5.5% | 4,159 | $502K |
| Trilogy Capital Inc. | 0.02% | Reduce -7.1% | 4,157 | $502K |
| Spinnaker Investment Group, LLC | 0.09% | New | 4,145 | $500K |
| Canal Capital Management, LLC | 0.07% | Reduce -5.6% | 4,094 | $494K |
| Jim Saulnier & Associates, LLC | 0.28% | Add +0.1% | 4,089 | $494K |
| Holland Advisory Services, Inc. | 0.68% | Add +0.1% | 4,085 | $493K |
| Fairway Wealth LLC | 0.14% | Add +11.6% | 4,083 | $493K |
| Meeder Advisory Services, Inc. | 0.02% | Add +13.0% | 4,074 | $492K |
| Acorn Wealth Advisors, LLC | 0.15% | New | 4,067 | $491K |
| TrueWealth Advisors, LLC | 0.13% | Reduce -2.6% | 4,067 | $491K |
| Inspire Advisors, LLC | 0.05% | Add +6.3% | 4,067 | $491K |
| Hershey Financial Advisers, LLC | 0.42% | New | 4,051 | $489K |
| Trail Ridge Investment Advisors, LLC | 0.22% | Add +7.3% | 4,046 | $488K |
| Pine Valley Investments Ltd Liability Co | 0.03% | No change | 4,041 | $488K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -9.2% | 4,036 | $487K |
| Trust Co. of Vermont | 0.02% | Add +5.9% | 4,034 | $487K |
| Aviance Capital Partners, LLC | 0.06% | No change | 4,031 | $487K |
| Koesten, Hirschmann & Crabtree, INC. | 0.23% | No change | 4,008 | $484K |
| Little House Capital LLC | 0.11% | Add +2.0% | 3,993 | $482K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -24.6% | 3,991 | $482K |
| Floyd Financial Group LLC | 0.36% | No change | 3,986 | $481K |
| Northwest Financial Advisors | 0.62% | Add +0.4% | 3,986 | $481K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.2% | 3,971 | $479K |
| Vishria Bird Financial Group, LLC | 0.09% | No change | 3,964 | $479K |
| Secure Asset Management, LLC | 0.08% | Reduce -0.5% | 3,944 | $478K |
| UNIVEST FINANCIAL Corp | 0.03% | Add +4.9% | 3,922 | $473K |
| Westover Capital Advisors, LLC | 0.09% | No change | 3,920 | $473K |
| Global Assets Advisory, LLC | 0.14% | Reduce -19.2% | 3,913 | $472K |
| Phillips Financial Management, LLC | 0.03% | No change | 3,897 | $470K |
| Walled Lake Planning & Wealth Management, LLC | 0.15% | Reduce -8.8% | 3,866 | $467K |
| Shakespeare Wealth Management, LLC | 0.11% | New | 3,866 | $467K |
| Cornerstone Wealth Advisors, Inc. | 0.11% | Reduce -0.6% | 3,864 | $466K |
| Main Street Group, LTD | 0.15% | Reduce -9.7% | 3,864 | $466K |
| BCS Wealth Management | 0.11% | Reduce -12.0% | 3,863 | $466K |
| Kelly Financial Group LLC | 0.12% | Reduce -4.7% | 3,859 | $466K |
| Coyle Financial Counsel LLC | 0.11% | No change | 3,833 | $463K |
| Shearwater Capital LLC | 0.27% | No change | 3,830 | $462K |
| Independent Advisor Alliance | 0.01% | Reduce -4.6% | 3,816 | $461K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 3,800 | $459K |
| Glen Eagle Advisors, LLC | 0.06% | Add +1.8% | 3,763 | $454K |
| Monetary Management Group Inc. | 0.10% | No change | 3,750 | $453K |
| Warm Springs Advisors Inc. | 0.34% | No change | 3,736 | $451K |
| Financial Insights, Inc. | 0.15% | No change | 3,732 | $451K |
| AssuredPartners Investment Advisors, LLC | 0.10% | No change | 3,728 | $450K |
| Mascagni Wealth Management, Inc. | 0.35% | No change | 3,725 | $450K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 3,705 | $447K |
| Newton One Investments LLC | 0.13% | Reduce -10.6% | 3,697 | $446K |
| Novus Advisors, LLC | 1.02% | Reduce -29.4% | 3,689 | $445K |
| Legacy Trust | 0.09% | New | 3,682 | $444K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | Reduce -0.4% | 3,673 | $443K |
| Select Asset Management & Trust | 0.14% | No change | 3,666 | $443K |
| Life Line Wealth Management LLC | 0.13% | Add +7.2% | 3,634 | $439K |
| Midwest Heritage Bank, FSB | 0.16% | Reduce -3.0% | 3,632 | $438K |
| Allium Financial Advisors, LLC | 0.36% | No change | 3,629 | $438K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +47.9% | 3,624 | $438K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 3,624 | $437K |
| HFG Advisors, Inc. | 0.32% | Reduce -5.1% | 3,621 | $437K |
| SMART Wealth LLC | 0.16% | Add +10.2% | 3,615 | $436K |
| Center For Asset Management LLC | 0.23% | Reduce -3.3% | 3,604 | $435K |
| Ellevest, Inc. | 0.06% | Add +0.1% | 3,604 | $435K |
| Partners in Financial Planning | 0.07% | Add +0.1% | 3,595 | $434K |
| Westwood Holdings Group Inc. | 0.00% | No change | 3,586 | $433K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,585 | $433K |
| Glass Jacobson Investment Advisors llc | 0.16% | Reduce -1.3% | 3,562 | $430K |
| Charles Schwab Trust Co | 0.03% | Add +74.5% | 3,562 | $430K |
| Capital Investment Counsel, LLC | 0.06% | No change | 3,536 | $427K |
| Keystone Financial Group | 0.03% | Reduce -0.8% | 3,533 | $427K |
| Aurdan Capital Management, LLC | 0.14% | No change | 3,530 | $426K |
| RVW Wealth, LLC | 0.03% | No change | 3,525 | $426K |
| Dunhill Financial, LLC | 0.14% | Add +7.0% | 3,522 | $425K |
| Burney Co./ | 0.01% | No change | 3,511 | $424K |
| Arbor Trust Wealth Advisors, LLC | 0.19% | Add +0.1% | 3,505 | $423K |
| Tradewinds, LLC. | 0.10% | Reduce -82.8% | 3,493 | $422K |
| William Mack & Associates, Inc. | 0.23% | Reduce -5.6% | 3,482 | $420K |
| Klingman & Associates, LLC | 0.02% | No change | 3,482 | $420K |
| Willner & Heller, LLC | 0.32% | Reduce -0.4% | 3,476 | $420K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Add +0.1% | 3,472 | $419K |
| Truvestments Capital LLC | 0.08% | Add +6.9% | 3,467 | $419K |
| Allegheny Financial Group | 0.08% | No change | 3,456 | $417K |
| Heritage Wealth Management, Inc. | 0.12% | New | 3,455 | $417K |
| Salus Financial Advisors, LLC | 0.26% | No change | 3,441 | $415K |
| Pullen Investment Management, LLC | 0.22% | No change | 3,428 | $414K |
| Stonebridge Financial Group, LLC | 0.04% | No change | 3,427 | $414K |
| Ingalls & Snyder LLC | 0.01% | No change | 3,409 | $412K |
| Fiscal Wisdom Wealth Management, LLC | 0.39% | — | 3,413 | $411K |
| Lanark Financial, Inc. | 0.03% | No change | 3,403 | $411K |
| Activest Wealth Management | 0.08% | New | 3,397 | $410K |
| Portland Global Advisors LLC | 0.05% | No change | 3,395 | $410K |
| Petra Financial Advisors Inc. | 0.24% | Reduce -1.6% | 3,382 | $408K |
| Lockerman Financial Group, Inc. | 0.51% | Add +4.4% | 3,373 | $407K |
| Affinity Wealth Management LLC | 0.06% | Add +11.0% | 3,366 | $406K |
| St Germain D J Co. Inc. | 0.02% | Add +695.0% | 3,363 | $406K |
| RMG Wealth Management LLC | 0.06% | No change | 3,365 | $405K |
| TruWealth Advisors, LLC | 0.02% | No change | 3,352 | $405K |
| Independent Wealth Network Inc. | 0.13% | Reduce -2.9% | 3,342 | $403K |
| Loomis Sayles & Co. L P | 0.00% | Add +33.4% | 3,335 | $403K |
| Founders Financial Alliance, LLC | 0.08% | Add +19.0% | 3,332 | $402K |
| Stiles Financial Services Inc | 0.13% | No change | 3,305 | $399K |
| G2 Capital Management, LLC / Oh | 0.10% | No change | 3,288 | $397K |
| Allen Capital Group, LLC | 0.04% | No change | 3,286 | $397K |
| Mountain Capital Investment Advisors Inc. | 0.07% | Add +5.5% | 3,263 | $396K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -3.3% | 3,276 | $395K |
| Running Point Capital Advisors, LLC | 0.11% | No change | 3,275 | $395K |
| Nalls Sherbakoff Group, LLC | 0.27% | Add +0.0% | 3,264 | $394K |
| Portland Financial Advisors Inc | 0.84% | No change | 3,264 | $394K |
| Freedom Day Solutions, LLC | 0.11% | Reduce -0.0% | 3,264 | $394K |
| Black Swift Group, LLC | 0.07% | Reduce -5.2% | 3,256 | $393K |
| Barnes Pettey Financial Advisors, LLC | 0.21% | Add +54.8% | 3,250 | $392K |
| Swisher Financial Concepts, Inc. | 0.24% | Reduce -5.3% | 3,248 | $392K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Reduce -27.2% | 3,239 | $391K |
| Schrum Private Wealth Management LLC | 0.29% | Add +0.0% | 3,238 | $391K |
| L & S Advisors Inc | 0.04% | No change | 3,234 | $390K |
| Palo Alto Wealth Advisors, LLC | 0.11% | New | 3,133 | $388K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -23.6% | 3,215 | $388K |
| Prasad Wealth Partners, LLC | 0.11% | Add +0.1% | 3,213 | $388K |
| Full Sail Capital, LLC | 0.02% | No change | 3,206 | $387K |
| Marietta Investment Partners LLC | 0.07% | New | 3,205 | $387K |
| Caldwell Trust Co | 0.04% | Reduce -6.2% | 3,205 | $387K |
| Kirtland Hills Capital Management, LLC | 0.15% | No change | 3,201 | $386K |
| Paulson Wealth Management Inc. | 0.09% | No change | 3,200 | $386K |
| Saxon Interests, Inc. | 0.15% | Reduce -1.3% | 3,360 | $386K |
| Roble, Belko & Company, Inc | 0.05% | No change | 3,196 | $386K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 3,192 | $385K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | No change | 3,185 | $384K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -1.5% | 3,185 | $384K |
| Landing Point Financial Group, LLC | 0.20% | No change | 3,180 | $384K |
| Montz Harcus Wealth Management LLC | 0.17% | Add +0.1% | 3,176 | $383K |
| Colonial Trust Advisors | 0.03% | Reduce -0.9% | 3,172 | $383K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | No change | 3,164 | $382K |
| PFG Private Wealth Management, LLC | 0.17% | New | 3,161 | $382K |
| Integrity Wealth Solutions LLC | 0.17% | Reduce -0.3% | 3,161 | $382K |
| Blue Chip Partners, LLC | 0.03% | Reduce -0.0% | 3,153 | $381K |
| Shira Ridge Wealth Management | 0.16% | Add +0.5% | 3,131 | $378K |
| Freedom Investment Management, Inc. | 0.10% | Reduce -77.6% | 3,124 | $377K |
| Forum Private Client Group LLC | 0.13% | No change | 3,123 | $377K |
| ARS Investment Partners, LLC | 0.02% | Add +32.3% | 3,122 | $377K |
| Zullo Investment Group, Inc. | 0.14% | No change | 3,119 | $377K |
| Core Wealth Management, Inc. | 0.12% | No change | 3,099 | $374K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -41.0% | 3,093 | $373K |
| TPG Advisors LLC | 0.24% | No change | 3,044 | $367K |
| Wellment Financial | 0.43% | Reduce -2.4% | 3,024 | $365K |
| Smith, Moore & Co. | 0.03% | Add +2.9% | 3,021 | $365K |
| First American Trust, FSB | 0.03% | No change | 3,021 | $365K |
| Advisory Alpha, LLC | 0.01% | Add +12.7% | 2,993 | $363K |
| Steph & Co. | 0.11% | No change | 3,009 | $363K |
| Jag Capital Management, LLC | 0.04% | Add +17.8% | 3,002 | $362K |
| 1776 Wealth LLC | 0.14% | No change | 3,000 | $362K |
| M. Kraus & Co | 0.10% | No change | 3,000 | $362K |
| Oldfather Financial Services, LLC | 0.11% | Add +36.8% | 2,998 | $362K |
| Navalign, LLC | 0.09% | Reduce -2.9% | 2,973 | $359K |
| Peak Retirement Planning, Inc. | 0.10% | New | 2,971 | $359K |
| Global Wealth Management Investment Advisory, Inc. | 0.06% | Add +13.2% | 2,967 | $358K |
| Astoria Portfolio Advisors LLC. | 0.09% | New | 2,934 | $358K |
| HORAN Wealth, LLC | 0.06% | New | 2,965 | $358K |
| Delta Investment Management, LLC | 0.06% | Add +0.1% | 2,961 | $357K |
| Oarsman Capital, Inc. | 0.05% | Reduce -2.3% | 2,918 | $352K |
| Regatta Capital Group, LLC | 0.06% | No change | 2,909 | $351K |
| Veery Capital, LLC | 0.11% | Reduce -9.7% | 2,906 | $351K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -0.1% | 2,901 | $350K |
| Global Financial Private Client, LLC | 0.12% | Reduce -18.5% | 2,898 | $350K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +1.7% | 2,883 | $348K |
| Valtinson Bruner Financial Planning LLC | 0.10% | Add +5.7% | 2,882 | $348K |
| Strategic Point Investment Advisors, LLC | 0.05% | No change | 2,880 | $348K |
| Three Cord True Wealth Management, LLC | 0.23% | Reduce -1.2% | 2,867 | $346K |
| SYM FINANCIAL Corp | 0.04% | Reduce -26.9% | 2,851 | $344K |
| Cynosure Group, LLC | 0.04% | No change | 2,844 | $343K |
| NewSquare Capital LLC | 0.02% | No change | 2,843 | $343K |
| Sagace Wealth Management LLC | 0.23% | Reduce -5.2% | 2,838 | $343K |
| Armstrong, Fleming & Moore, Inc | 0.16% | No change | 2,835 | $342K |
| Acorn Financial Advisory Services Inc. | 0.05% | Add +33.4% | 2,828 | $341K |
| Grove Bank & Trust | 0.04% | No change | 2,781 | $336K |
| M3 Advisory Group, LLC | 0.21% | Add +0.0% | 2,779 | $335K |
| TBH Global Asset Management, LLC | 0.07% | New | 2,779 | $335K |
| Melfa Wealth Management, Inc. | 0.20% | No change | 2,775 | $335K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 2,760 | $333K |
| SP Asset Management LLC | 0.03% | Add +0.1% | 2,752 | $332K |
| MRA Advisory Group | 0.14% | Add +0.1% | 2,750 | $332K |
| Plum Street Advisors, LLC | 0.13% | No change | 2,741 | $331K |
| NovaPoint Capital, LLC | 0.08% | New | 2,740 | $331K |
| Paradigm, Strategies in Wealth Management, LLC | 0.21% | No change | 2,735 | $330K |
| Chesapeake Wealth Management | 0.10% | Reduce -2.1% | 2,730 | $330K |
| Kennicott Capital Management LLC | 0.16% | No change | 2,724 | $329K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | Reduce -4.5% | 2,724 | $329K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 2,718 | $328K |
| McAdam, LLC | 0.02% | Add +10.8% | 2,707 | $327K |
| LJI Wealth Management, LLC | 0.06% | Add +3.9% | 2,691 | $325K |
| Davidson Trust Co. | 0.13% | No change | 2,689 | $325K |
| Duncker Streett & Co. Inc. | 0.06% | Reduce -5.2% | 2,688 | $324K |
| Community Financial Services Group, LLC | 0.06% | No change | 2,676 | $323K |
| United Asset Strategies, Inc. | 0.03% | No change | 2,672 | $323K |
| Brady Martz Wealth Solutions, LLC | 0.06% | Reduce -11.0% | 2,669 | $322K |
| Cypress Capital Group | 0.04% | No change | 2,650 | $320K |
| Whalerock Point Partners, LLC | 0.06% | No change | 2,646 | $319K |
| Genesee Capital Advisors, LLC | 0.14% | No change | 2,644 | $319K |
| Shelton Wealth Management, LLC | 0.15% | Add +0.0% | 2,641 | $319K |
| MCF Advisors LLC | 0.02% | No change | 2,638 | $318K |
| Oregon Pacific Wealth Management, LLC | 0.27% | Reduce -0.5% | 2,624 | $317K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -6.8% | 2,621 | $316K |
| Barr E S & Co. | 0.02% | Reduce -19.9% | 2,620 | $316K |
| Fermata Advisors, LLC | 0.08% | Reduce -35.6% | 2,620 | $316K |
| Mascoma Wealth Management LLC | 0.07% | No change | 2,619 | $316K |
| Gordian Advisors LLC | 0.21% | No change | 2,616 | $316K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +8.6% | 2,612 | $315K |
| Cim, LLC | 0.04% | Add +1.0% | 2,603 | $314K |
| Cambridge Financial Group, LLC | 0.10% | No change | 2,591 | $313K |
| Windsor Advisory Group, LLC | 0.28% | Add +6.9% | 2,586 | $312K |
| Harbor Group, Inc. | 0.05% | Add +0.1% | 2,584 | $312K |
| Investment Partners Asset Management, Inc. | 0.20% | No change | 2,572 | $310K |
| SAM Advisors, LLC | 0.10% | No change | 2,567 | $310K |
| Vantage Financial Partners, LLC | 0.07% | Add +2.5% | 2,556 | $309K |
| WoodTrust Financial Corp | 0.04% | New | 2,550 | $308K |
| Vaughan David Investments LLC | 0.01% | No change | 2,506 | $303K |
| Mairs & Power Inc. | 0.00% | New | 2,509 | $303K |
| Vestia Personal Wealth Advisors | 0.16% | No change | 2,500 | $302K |
| BLB&B Advisors, LLC | 0.01% | Add +0.1% | 2,496 | $301K |
| Wingate Wealth Advisors, Inc. | 0.21% | Add +3.5% | 2,488 | $300K |
| Zuckerman Investment Group, LLC | 0.03% | No change | 2,485 | $300K |
| Quent Capital, LLC | 0.03% | No change | 2,484 | $300K |
| Seeds Investor LLC | 0.06% | Add +8.0% | 2,482 | $300K |
| Palouse Capital Management, Inc. | 0.19% | No change | 2,480 | $299K |
| Cape Ann Savings Bank | 0.16% | No change | 2,476 | $299K |
| Gradient Investments LLC | 0.01% | Add +27.9% | 2,476 | $299K |
| Western Financial Corp | 0.13% | Reduce -16.2% | 2,474 | $299K |
| Gibbs Wealth Management | 0.07% | New | 2,473 | $299K |
| Clientfirst Wealth Management, LLC | 0.24% | No change | 2,472 | $298K |
| Tucker Asset Management LLC | 0.09% | Add +448.2% | 2,467 | $298K |
| Jane Street Group, LLC | 0.00% | New | 2,443 | $295K |
| WealthCare Investment Partners, LLC | 0.10% | Add +0.1% | 2,428 | $294K |
| Motiv8 Investments LLC | 0.16% | No change | 2,436 | $294K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 2,431 | $294K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +0.0% | 2,427 | $293K |
| Chemistry Wealth Management LLC | 0.06% | No change | 2,427 | $293K |
| Avaii Wealth Management, LLC | 0.11% | Add +0.4% | 2,423 | $293K |
| Columbus Macro, LLC | 0.03% | No change | 2,412 | $291K |
| Everest Private Wealth | 0.19% | No change | 2,408 | $291K |
| Persium Advisors, LLC | 0.22% | No change | 2,406 | $290K |
| Resources Management Corp. /CT/ | 0.04% | No change | 2,404 | $290K |
| Professional Financial Advisors, LLC | 0.06% | Add +1.8% | 2,402 | $290K |
| Garden State Investment Advisory Services LLC | 0.07% | No change | 2,400 | $290K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,400 | $290K |
| True North Advisors, LLC | 0.05% | New | 2,394 | $289K |
| Clarity Capital Advisors, LLC | 0.16% | Reduce -28.9% | 2,366 | $286K |
| Opinicus Capital, Inc. | 0.20% | Reduce -5.8% | 2,364 | $285K |
| PSI Advisors, LLC | 0.07% | Reduce -10.1% | 2,361 | $285K |
| Crews Bank & Trust | 0.04% | No change | 2,360 | $285K |
| Crew Capital Management, Ltd | 0.19% | Reduce -1.8% | 2,348 | $283K |
| Greykasell Wealth Strategies, Inc. | 0.12% | No change | 2,346 | $283K |
| James J. Burns & Company, LLC | 0.04% | Reduce -0.4% | 2,341 | $283K |
| Michels Family Financial, LLC | 0.22% | Reduce -2.1% | 2,337 | $282K |
| Buttonwood Financial Group, LLC | 0.12% | New | 2,324 | $281K |
| Capital Management Associates, Inc | 0.08% | Add +0.1% | 2,324 | $281K |
| Heritage Family Offices, LLP | 0.13% | Reduce -0.8% | 2,321 | $280K |
| Longview Financial Advisors, Inc. | 0.20% | Add +0.1% | 2,316 | $280K |
| Accredited Investor Services, LLC | 0.19% | Reduce -17.1% | 2,304 | $278K |
| Mathes Company, Inc. | 0.10% | No change | 2,300 | $278K |
| Prudential PLC | 0.00% | Reduce -73.6% | 2,300 | $278K |
| Geneva Partners, LLC | 0.10% | Reduce -2.0% | 2,296 | $277K |
| OneAscent Financial Services LLC | 0.02% | Reduce -1.3% | 2,294 | $277K |
| Voisard Asset Management Group, Inc. | 0.06% | No change | 2,292 | $277K |
| Chicago Capital, LLC | 0.01% | Reduce -13.8% | 2,288 | $276K |
| Ellenbecker Investment Group | 0.04% | Reduce -2.6% | 2,285 | $276K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.0% | 2,276 | $276K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 2,276 | $275K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 2,274 | $275K |
| Plan Group Financial, LLC | 0.07% | Add +12.8% | 2,264 | $273K |
| Etesian Wealth Advisors, Inc. | 0.09% | New | 2,242 | $271K |
| Presilium Private Wealth, LLC | 0.05% | No change | 2,224 | $268K |
| Summit Wealth Group, LLC | 0.06% | No change | 2,223 | $268K |
| Allred Capital Management, LLC | 0.09% | Reduce -7.5% | 2,218 | $268K |
| Argentarii, LLC | 0.11% | No change | 2,209 | $267K |
| Cordatus Wealth Management LLC | 0.06% | No change | 2,200 | $266K |
| JSF Financial, LLC | 0.06% | Add +0.1% | 2,191 | $264K |
| Advisor OS, LLC | 0.02% | Add +2.0% | 2,190 | $264K |
| Legacy Financial Strategies, LLC | 0.05% | Add +1.4% | 2,188 | $264K |
| Anb Bank | 0.11% | No change | 2,185 | $264K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -4.5% | 2,185 | $264K |
| Sachem Hill LLC | 0.05% | No change | 2,185 | $264K |
| First Bank & Trust | 0.04% | No change | 2,184 | $264K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 2,128 | $263K |
| Axim Planning & Wealth | 0.21% | Reduce -62.4% | 2,178 | $263K |
| Allegiance Financial Group Advisory Services LLC | 0.06% | Reduce -50.4% | 2,172 | $262K |
| Bangor Savings Bank | 0.02% | Add +49.8% | 2,169 | $262K |
| 1900 Wealth Management LLC | 0.02% | Reduce -13.3% | 2,168 | $262K |
| Greenwood Capital Associates LLC | 0.03% | No change | 2,160 | $261K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 2,153 | $260K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | Reduce -42.7% | 2,151 | $260K |
| Fortis Advisors, LLC | 0.15% | Reduce -17.7% | 2,148 | $259K |
| A&I Financial Services, LLC | 0.13% | No change | 2,137 | $259K |
| Goodman Advisory Group, LLC | 0.06% | No change | 2,143 | $259K |
| Custos Family Office, LLC | 0.15% | Reduce -89.0% | 2,140 | $258K |
| Colonial Trust Co / SC | 0.03% | Reduce -1.6% | 2,139 | $258K |
| Ledyard National Bank | 0.02% | Reduce -9.8% | 2,139 | $258K |
| Nilsine Partners, LLC | 0.02% | New | 2,131 | $257K |
| Menard Financial Group LLC | 0.17% | No change | 2,129 | $257K |
| Impact Capital Partners LLC | 0.08% | Add +1.7% | 2,127 | $257K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,124 | $256K |
| Grey Fox Wealth Advisors, LLC | 0.05% | Reduce -9.9% | 2,121 | $256K |
| XTX Topco Ltd | 0.01% | New | 2,119 | $256K |
| Quest 10 Wealth Builders, Inc. | 0.24% | Add +2.4% | 2,118 | $256K |
| Guidance Capital, Inc. | 0.07% | Reduce -0.4% | 2,076 | $255K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 2,103 | $254K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +14.2% | 2,087 | $253K |
| Coppell Advisory Solutions LLC | 0.03% | Add +8.5% | 2,100 | $252K |
| David J Yvars Group | 0.14% | Reduce -4.9% | 2,089 | $252K |
| Legacy Private Trust Co. | 0.02% | No change | 2,088 | $252K |
| Beaton Management Co. Inc. | 0.11% | New | 2,080 | $251K |
| Orange Investment Advisors, Inc. | 0.03% | Reduce -29.7% | 2,075 | $250K |
| DB Fitzpatrick & Co, Inc | 0.23% | Reduce -9.9% | 2,067 | $250K |
| Fsa Wealth Partners, Inc. | 0.10% | New | 2,066 | $249K |
| Planning Alternatives Ltd. | 0.03% | No change | 2,063 | $249K |
| CarsonAllaria Wealth Management, Ltd. | 0.13% | Add +1.3% | 2,058 | $248K |
| Aspen Wealth Management LLC | 0.05% | Add +0.1% | 2,048 | $247K |
| Stage Harbor Financial, LLC | 0.18% | No change | 2,040 | $246K |
| Platform Technology Partners | 0.06% | No change | 2,040 | $246K |
| Debussy Capital Management LP | 0.03% | No change | 2,040 | $246K |
| WESPAC Advisors, LLC | 0.14% | No change | 2,039 | $246K |
| Human Investing LLC | 0.04% | Add +0.1% | 2,034 | $246K |
| Silverlake Wealth Management LLC | 0.06% | Reduce -80.5% | 2,034 | $246K |
| Proathlete Wealth Management LLC | 0.07% | Reduce -21.2% | 2,030 | $245K |
| REAP Financial Group, LLC | 0.05% | Add +0.9% | 2,021 | $244K |
| Leigh Baldwin & Co., LLC | 0.14% | Reduce -0.1% | 2,020 | $244K |
| Palisades Hudson Asset Management, L.P. | 0.09% | No change | 2,010 | $243K |
| Florida Financial Advisors, LLC | 0.07% | Reduce -92.8% | 2,006 | $242K |
| Northeast Investment Management | 0.01% | No change | 2,004 | $242K |
| NorthStar Asset Management LLC | 0.12% | Add +0.1% | 1,997 | $241K |
| Centric Wealth Management | 0.05% | Add +0.1% | 1,928 | $241K |
| Riverbend Wealth Management, LLC | 0.17% | Add +7.2% | 1,993 | $241K |
| Delos Wealth Advisors, LLC | 0.16% | No change | 1,992 | $240K |
| Integris Wealth Management, LLC | 0.06% | No change | 1,991 | $240K |
| Arkos Global Advisors | 0.03% | No change | 1,984 | $240K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Reduce -4.9% | 1,973 | $238K |
| North Forty Two & Co. | 0.23% | No change | 1,972 | $238K |
| Victory Capital Management Inc. | 0.00% | Reduce -10.1% | 1,971 | $238K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +3.4% | 1,971 | $238K |
| Twelve Points Wealth Management LLC | 0.06% | Reduce -15.1% | 1,969 | $238K |
| Waldron Private Wealth LLC | 0.01% | New | 1,964 | $237K |
| Aire Advisors, LLC | 0.04% | No change | 1,952 | $236K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | No change | 1,948 | $235K |
| Tidal Investments LLC | 0.00% | Reduce -6.1% | 1,946 | $235K |
| VSM Wealth Advisory, LLC | 0.07% | Reduce -11.2% | 1,946 | $235K |
| Tranquility Partners, LLC | 0.08% | Reduce -4.7% | 1,939 | $234K |
| First Business Financial Services, Inc. | 0.02% | No change | 1,933 | $233K |
| Builder Investment Group Inc. | 0.05% | No change | 1,931 | $233K |
| Willis Investment Counsel | 0.01% | New | 1,929 | $233K |
| Bluesphere Advisors LLC | 0.11% | No change | 1,928 | $233K |
| Wealthfront Advisers LLC | 0.00% | New | 1,924 | $232K |
| Plan A Wealth LLC | 0.12% | No change | 1,921 | $232K |
| Pension & Wealth Management Advisors, Inc. | 0.07% | Add +23.1% | 1,908 | $230K |
| Impact Partnership Wealth, LLC | 0.03% | New | 1,907 | $230K |
| Interactive Financial Advisors, Inc. | 0.12% | Reduce -0.6% | 1,906 | $230K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 1,898 | $229K |
| Zions Bancorporation, National Association | 0.01% | No change | 1,894 | $229K |
| Trexquant Investment LP | 0.00% | Reduce -40.9% | 1,894 | $229K |
| BancFirst Trust & Investment Management | 0.09% | No change | 1,896 | $228K |
| Strategy Asset Managers LLC | 0.04% | New | 1,883 | $227K |
| Covenant Asset Management, LLC | 0.04% | Reduce -1.7% | 1,882 | $227K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -3.6% | 1,879 | $227K |
| Mattern Capital Management, LLC | 0.03% | Reduce -4.0% | 1,875 | $226K |
| Moors & Cabot, Inc. | 0.01% | New | 1,868 | $226K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -7.0% | 1,867 | $225K |
| Post Resch Tallon Group Inc. | 0.20% | No change | 1,861 | $225K |
| Ignite Planners, LLC | 0.04% | Reduce -3.1% | 1,860 | $225K |
| Norris Perne & French LLP | 0.02% | No change | 1,860 | $225K |
| GW Henssler & Associates Ltd. | 0.01% | New | 1,857 | $224K |
| Tandem Capital Management Corp. | 0.10% | No change | 1,853 | $224K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 1,940 | $223K |
| Rockline Wealth Management, LLC | 0.05% | No change | 1,841 | $222K |
| E&G Advisors, LLC | 0.05% | No change | 1,840 | $222K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,838 | $222K |
| Inscription Capital, LLC | 0.02% | New | 1,836 | $222K |
| TCTC Holdings, LLC | 0.01% | No change | 1,832 | $221K |
| Solidarity Wealth, LLC | 0.05% | Reduce -1.1% | 1,830 | $221K |
| Ridgeline Wealth, LLC | 0.16% | Reduce -2.2% | 1,816 | $219K |
| Maple Capital Management, Inc. | 0.01% | New | 1,816 | $219K |
| Bfsg, LLC | 0.02% | No change | 1,814 | $219K |
| Berkeley, Inc | 0.07% | New | 1,810 | $219K |
| Kagan Cocozza Asset Management | 0.17% | New | 1,808 | $218K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -9.4% | 1,806 | $218K |
| Bill Few Associates, Inc. | 0.06% | New | 1,798 | $217K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 1,795 | $217K |
| Nordwand Advisors, LLC | 0.03% | Reduce -23.5% | 1,790 | $216K |
| Apexium Financial, LP | 0.01% | New | 1,789 | $216K |
| Global Strategic Investment Solutions, LLC | 0.02% | New | 1,768 | $213K |
| Klingenstein Fields & Co. LP | 0.01% | Reduce -43.4% | 1,765 | $213K |
| Pacific Asset Management, LLC | 0.14% | New | 1,760 | $212K |
| Capstone Financial Advisors, Inc. | 0.01% | Reduce -10.3% | 1,756 | $212K |
| Sand Hill Global Advisors, LLC | 0.01% | New | 1,755 | $212K |
| Stewardship Advisors, LLC | 0.05% | Reduce -18.2% | 1,748 | $211K |
| Inlight Wealth Management, LLC | 0.10% | No change | 210,897 | $211K |
| LifeWealth Investments, LLC | 0.07% | New | 1,743 | $210K |
| Optima Capital LLC | 0.10% | New | 1,742 | $210K |
| Obsidian Personal Planning Solutions LLC | 0.07% | New | 1,678 | $209K |
| Straight Path Wealth Management | 0.06% | New | 1,734 | $209K |
| Prosperity Wealth Management, Inc. | 0.07% | New | 1,726 | $208K |
| Nova Wealth Management, Inc. | 0.15% | Reduce -9.7% | 1,725 | $208K |
| Wealth Forward, LLC | 0.12% | New | 1,720 | $208K |
| Zacks Investment Management | 0.00% | New | 1,718 | $207K |
| Maxele Advisors, LLC | 0.18% | New | 1,715 | $207K |
| Linscomb Wealth, Inc. | 0.01% | New | 1,715 | $207K |
| HRC Wealth Management, LLC | 0.10% | New | 1,714 | $207K |
| SMI Advisory Services, LLC | 0.04% | New | 1,708 | $207K |
| Wealthspire Retirement, LLC | 0.01% | New | 1,709 | $206K |
| Strata Wealth Advisors, LLC | 0.05% | New | 1,709 | $206K |
| Wealth Dimensions Group, Ltd. | 0.04% | New | 1,682 | $203K |
| Greenspring Advisors, LLC | 0.04% | — | 1,680 | $203K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -17.6% | 1,675 | $202K |
| Wrenne Financial Planning LLC | 0.09% | New | 1,670 | $202K |
| Matauro, LLC | 0.03% | New | 1,668 | $201K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 1,664 | $201K |
| Asset Dedication, LLC | 0.01% | Reduce -29.8% | 1,643 | $198K |
| Evermay Wealth Management LLC | 0.02% | Reduce -3.5% | 1,631 | $197K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +17.6% | 1,615 | $195K |
| Atlantic Private Wealth, LLC | 0.12% | Reduce -1.1% | 1,586 | $192K |
| Center for Financial Planning, Inc. | 0.02% | Add +20.2% | 1,584 | $191K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -32.0% | 1,548 | $187K |
| Addison Advisors LLC | 0.04% | No change | 1,536 | $185K |
| First PREMIER Bank | 0.04% | No change | 1,530 | $185K |
| Hemington Wealth Management | 0.02% | No change | 1,527 | $184K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 1,453 | $175K |
| Hantz Financial Services, Inc. | 0.00% | Add +76.3% | 1,410 | $170K |
| SouthState Bank Corp | 0.01% | Reduce -38.8% | 1,375 | $166K |
| Lowe Wealth Advisors, LLC | 0.06% | Reduce -6.8% | 1,350 | $163K |
| Abound Wealth Management | 0.04% | Reduce -8.9% | 1,348 | $163K |
| Harbor Asset Planning, Inc. | 0.15% | Add +0.1% | 1,348 | $163K |
| Cardinal Strategic Wealth Guidance | 0.04% | No change | 1,326 | $160K |
| Red Tortoise LLC | 0.07% | No change | 1,316 | $159K |
| Wolff Wiese Magana LLC | 0.09% | Add +10.5% | 1,284 | $155K |
| Root Financial Partners, LLC | 0.01% | New | 1,278 | $154K |
| Team Financial Group, LLC | 0.07% | Add +11.1% | 1,257 | $152K |
| Insight Inv LLC | 0.08% | Reduce -6.6% | 1,195 | $144K |
| FSA Wealth Management LLC | 0.05% | No change | 1,180 | $142K |
| Quantbot Technologies LP | 0.00% | New | 1,174 | $142K |
| Clearstead Trust, LLC | 0.02% | No change | 1,168 | $141K |
| Peck Wealth Management, LLC | 0.13% | — | 1,119 | $135K |
| MPWM Advisory Solutions, LLC | 0.08% | No change | 1,092 | $132K |
| West Branch Capital LLC | 0.03% | Add +0.1% | 1,085 | $131K |
| Milestone Investment Advisors LLC | 0.03% | No change | 1,076 | $130K |
| Perritt Capital Management Inc | 0.06% | Add +0.2% | 1,065 | $129K |
| Aventura Private Wealth, LLC | 0.05% | No change | 1,064 | $128K |
| KERR FINANCIAL PLANNING Corp | 0.18% | — | 1,047 | $127K |
| Bulwark Capital Corp | 0.10% | No change | 1,044 | $126K |
| Hoese & Co LLP | 0.10% | No change | 1,032 | $125K |
| IMA Advisory Services, Inc. | 0.01% | No change | 1,031 | $125K |
| Register Financial Advisors LLC | 0.05% | No change | 1,031 | $124K |
| Black Cypress Capital Management, LLC | 0.09% | Reduce -2.9% | 1,028 | $124K |
| Realta Investment Advisors | 0.04% | Reduce -8.5% | 1,027 | $124K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,008 | $122K |
| JDM Financial Group LLC | 0.05% | No change | 996 | $120K |
| Pittenger & Anderson Inc. | 0.00% | No change | 965 | $116K |
| CoreFirst Bank & Trust | 0.06% | Reduce -26.0% | 956 | $115K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 952 | $115K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 950 | $115K |
| Motco | 0.01% | No change | 920 | $111K |
| MGB Wealth Management, LLC | 0.03% | Add +696.4% | 892 | $108K |
| Ameriflex Group, Inc. | 0.04% | Reduce -48.3% | 890 | $107K |
| Murphy & Mullick Capital Management Corp | 0.08% | No change | 884 | $107K |
| Signature Resources Capital Management, LLC | 0.06% | Reduce -56.0% | 879 | $106K |
| Balentine LLC | 0.00% | No change | 874 | $106K |
| Collier Financial | 0.08% | — | 866 | $105K |
| Hoey Investments, Inc. | 0.01% | No change | 865 | $104K |
| JPL Wealth Management, LLC | 0.02% | New | 864 | $104K |
| American National Bank & Trust | 0.01% | No change | 854 | $103K |
| Frazier Financial Advisors, LLC | 0.06% | Add +11.4% | 843 | $102K |
| Rice Partnership, LLC | 0.01% | Add +25.6% | 839 | $101K |
| Armor Investment Advisors, LLC | 0.03% | No change | 838 | $101K |
| Ballast Advisors LLC | 0.03% | No change | 838 | $101K |
| Rise Advisors, LLC | 0.04% | Add +0.1% | 821 | $99K |
| Graney & King, LLC | 0.07% | No change | 817 | $99K |
| TruNorth Capital Management, LLC | 0.02% | No change | 802 | $97K |
| Corundum Trust Company, INC | 0.21% | New | 800 | $97K |
| Family Legacy Financial Solutions, LLC | 0.07% | Add +940.5% | 770 | $93K |
| Chilton Capital Management LLC | 0.00% | Add +30.4% | 751 | $91K |
| Noble Wealth Management PBC | 0.05% | — | 750 | $91K |
| Corsicana & Co. | 0.05% | — | 736 | $89K |
| Aspect Partners, LLC | 0.04% | No change | 720 | $87K |
| Tradewinds Capital Management, LLC | 0.02% | Reduce -12.3% | 708 | $85K |
| Pin Oak Investment Advisors Inc. | 0.06% | Reduce -7.8% | 704 | $85K |
| Archer Investment Corp | 0.02% | Add +0.1% | 682 | $82K |
| Kiker Wealth Management, LLC | 0.04% | New | 668 | $81K |
| Financial Life Planners | 0.05% | New | 664 | $80K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 642 | $78K |
| Lazard Asset Management LLC | 0.00% | No change | 640 | $77K |
| HHM Wealth Advisors, LLC | 0.01% | Add +31.0% | 630 | $76K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -17.1% | 625 | $75K |
| Nemes Rush Group LLC | 0.01% | Add +10.4% | 613 | $74K |
| United Financial Planning Group LLC | 0.05% | — | 574 | $74K |
| Roxbury Financial LLC | 0.06% | Add +0.2% | 580 | $70K |
| Westside Investment Management, Inc. | 0.01% | No change | 555 | $67K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 552 | $67K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -42.8% | 550 | $66K |
| Sawyer & Company, Inc | 0.02% | New | 600 | $66K |
| Valued Wealth Advisors LLC | 0.03% | No change | 539 | $65K |
| Cloud Capital Management, LLC | 0.03% | New | 540 | $65K |
| Adirondack Trust Co. | 0.02% | No change | 537 | $65K |
| Covenant Partners, LLC | 0.02% | Reduce -69.2% | 534 | $64K |
| Independence Bank of Kentucky | 0.01% | Reduce -16.0% | 525 | $63K |
| Curio Wealth, LLC | 0.03% | No change | 519 | $63K |
| Kozak & Associates, Inc. | 0.01% | Add +7.4% | 506 | $61K |
| True Wealth Design, LLC | 0.02% | No change | 501 | $60K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 497 | $60K |
| Compass Financial Services Inc | 0.03% | Add +20.7% | 472 | $57K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 460 | $56K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 452 | $55K |
| HighMark Wealth Management LLC | 0.02% | Add +6.3% | 423 | $51K |
| Holos Integrated Wealth LLC | 0.03% | No change | 425 | $50K |
| Morgan Dempsey Capital Management LLC | 0.02% | No change | 400 | $48K |
| Optiver Holding B.V. | 0.00% | New | 378 | $46K |
| Financial Connections Group, Inc. | 0.02% | No change | 380 | $45K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.3% | 356 | $43K |
| BankPlus Trust Department | 0.01% | No change | 355 | $43K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 356 | $42K |
| PFS Partners, LLC | 0.02% | No change | 337 | $41K |
| Financial Consulate, Inc. | 0.01% | New | 336 | $41K |
| Providence Capital Advisors, LLC | 0.01% | Reduce -29.1% | 324 | $39K |
| Copia Wealth Management | 0.03% | No change | 300 | $36K |
| Gleason Group, Inc. | 0.00% | No change | 297 | $36K |
| GoalVest Advisory LLC | 0.01% | No change | 292 | $35K |
| Mechanics Financial Corp | 0.01% | No change | 290 | $35K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 285 | $34K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 278 | $34K |
| Chesapeake Asset Management LLC | 0.03% | No change | 276 | $33K |
| Boreal Capital Management LLC | 0.03% | No change | 270 | $33K |
| DecisionPoint Financial, LLC | 0.01% | No change | 265 | $32K |
| Howe & Rusling Inc. | 0.00% | Add +484.1% | 257 | $31K |
| Darwin Wealth Management, LLC | 0.01% | Reduce -6.9% | 257 | $31K |
| Founders Capital Management | 0.02% | No change | 250 | $30K |
| Centennial Bank | 0.01% | No change | 234 | $28K |
| Morling Financial Advisors, LLC | 0.01% | No change | 234 | $28K |
| Davis Capital Management | 0.02% | — | 231 | $28K |
| Turning Point Benefit Group, Inc. | 0.02% | New | 229 | $28K |
| McIlrath & Eck, LLC | 0.00% | No change | 227 | $27K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 220 | $27K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 220 | $27K |
| Basso Capital Management, L.P. | 0.02% | No change | 201 | $24K |
| Creative Capital Management Investments LLC | 0.01% | No change | 200 | $24K |
| Princeton Global Asset Management LLC | 0.00% | New | 200 | $24K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 175 | $21K |
| Guerra Advisors Inc | 0.01% | New | 161 | $19K |
| Creekmur Asset Management LLC | 0.00% | No change | 155 | $19K |
| Pacifica Partners Inc. | 0.01% | No change | 150 | $18K |
| Horizons Wealth Management | 0.01% | No change | 148 | $18K |
| Cheviot Value Management, LLC | 0.00% | No change | 141 | $18K |
| Dogwood Wealth Management LLC | 0.01% | No change | 137 | $17K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -31.6% | 130 | $16K |
| Field & Main Bank | 0.00% | No change | 128 | $15K |
| Pflug Koory, LLC | 0.01% | New | 122 | $15K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 121 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 105 | $13K |
| Toth Financial Advisory Corp. | 0.00% | No change | 104 | $13K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 100 | $12K |
| GGM Financial LLC | 0.01% | New | 95 | $11K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 88 | $11K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 87 | $10K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 82 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 82 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 81 | $10K |
| Abich Financial Wealth Management LLC | 0.00% | — | 80 | $10K |
| Caitlin John, LLC | 0.01% | New | 77 | $9K |
| Grand Wealth Management, LLC | 0.00% | No change | 76 | $9K |
| Viewpoint Capital Management LLC | 0.00% | New | 73 | $9K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 71 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 70 | $8K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 65 | $8K |
| Paladin Advisory Group, LLC | 0.01% | No change | 65 | $8K |
| Richardson Capital Management LLC | 0.00% | New | 63 | $8K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.4% | 63 | $8K |
| Chapman Financial Group, LLC | 0.00% | New | 59 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -99.1% | 53 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 49 | $6K |
| Tripletail Wealth Management, LLC | 0.01% | Reduce -99.9% | 12 | $6K |
| Chelsea Counsel Co. | 0.00% | New | 46 | $6K |
| NFSG Corp | 0.00% | No change | 40 | $5K |
| Financially Speaking Inc | 0.00% | No change | 34 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 28 | $3K |
| North Capital, Inc. | 0.00% | Add +4.0% | 26 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 18 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 16 | $2K |
| Arcadia Investment Management Corp. | 0.00% | Add +30.0% | 13 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 8 | $965 |
| Avion Wealth | 0.00% | New | 3 | $0 |
| Transce3nd, LLC | 0.00% | Reduce -99.1% | 96 | $0 |
"% of holder's portfolio" is IVW's weight in each manager's 13F, not the share of iShares S&P 500 Growth ETF the manager owns.