iShares S&P 500 Growth ETFIVWETF
13F holders, Q4 2025 (December 31)2,076holders +137
72new positions
63sold out
6famous investors
$123.12avg. 13F price*
At the end of Q4 2025, 2,076 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 137 from Q3 2025. 72 opened new positions and 63 sold out. The largest holders were Envestnet Asset Management Inc. ($5.4B), JPMorgan Chase & Co. ($5.0B) and Morgan Stanley ($4.1B). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares S&P 500 Growth ETF
- CUSIP
- 464287309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $118.9M |
| Exits | 63 | $421.5M |
All 13F filers, Q3 2025 → Q4 2025: 9,732,114 shares bought and 13,916,107 shares sold, net −4,183,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,076 holders
| Envestnet Asset Management Inc. | 1.60% | Reduce -4.2% | 43,645,204 | $5.4B |
| JPMorgan Chase & Co. | 0.34% | Reduce -1.5% | 40,710,202 | $5.0B |
| Morgan Stanley | 0.25% | Add +0.6% | 33,646,152 | $4.1B |
| LPL Financial LLC | 0.67% | Add +1.8% | 19,816,481 | $2.4B |
| Bank of America Corp. | 0.17% | Add +0.6% | 18,549,886 | $2.3B |
| Wells Fargo & Company | 0.36% | Add +0.5% | 15,021,156 | $1.9B |
| UBS Group AG | 0.21% | Reduce -2.5% | 8,688,281 | $1.1B |
| Ameriprise Financial Inc. | 0.24% | Add +0.9% | 8,505,668 | $1.0B |
| Stifel Financial Corp. | 0.77% | Reduce -3.3% | 6,922,912 | $853.3M |
| PNC Financial Services Group, Inc. | 0.37% | Reduce -2.2% | 5,430,342 | $669.3M |
| Cwm, LLC | 1.59% | Reduce -0.5% | 4,775,251 | $588.6M |
| Cetera Investment Advisers | 0.61% | Add +3.4% | 4,509,307 | $555.8M |
| BlackRock, Inc. | 0.01% | Add +1.3% | 4,421,371 | $545.0M |
| Raymond James Financial Inc. | 0.17% | Add +1.1% | 4,354,800 | $536.8M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -5.3% | 4,274,018 | $526.8M |
| M&T Bank Corp | 1.60% | Reduce -1.6% | 4,050,582 | $499.3M |
| Lido Advisors, LLC | 1.82% | Add +4.1% | 3,788,440 | $459.6M |
| Envestnet Portfolio Solutions, Inc. | 1.60% | Add +4.2% | 3,698,611 | $455.9M |
| Mariner, LLC | 0.54% | Add +1.7% | 3,665,537 | $451.8M |
| MML Investors Services, LLC | 1.09% | Add +10.9% | 3,645,204 | $449.3M |
| Park Avenue Securities LLC | 3.79% | Add +1.6% | 3,631,582 | $447.6M |
| Royal Bank of Canada | 0.07% | Add +4.0% | 3,346,092 | $412.3M |
| Commonwealth Equity Services, LLC | 0.49% | Reduce -7.0% | 2,995,634 | $369.2M |
| FIL Ltd | 0.27% | Reduce -24.3% | 2,950,099 | $363.6M |
| Jones Financial Companies LLLP | 0.21% | Add +1.3% | 2,849,667 | $351.2M |
| Regions Financial Corp. | 2.13% | Reduce -1.6% | 2,705,320 | $333.5M |
| HB Wealth Management, LLC | 1.90% | Reduce -1.6% | 2,372,059 | $292.4M |
| Janney Montgomery Scott LLC | 0.62% | Add +2.5% | 2,204,622 | $271.7M |
| Sofi Wealth, LLC | 12.93% | Add +10.4% | 2,104,088 | $259.3M |
| Osaic Holdings, Inc. | 0.37% | Reduce -4.9% | 2,038,970 | $251.4M |
| HighTower Advisors, LLC | 0.27% | Add +1.9% | 2,035,586 | $250.9M |
| Foundations Investment Advisors, LLC | 3.29% | Add +7.7% | 2,032,167 | $250.5M |
| FMR LLC | 0.01% | Reduce -0.3% | 2,030,987 | $250.3M |
| Focus Partners Wealth | 0.27% | Add +81.0% | 1,920,546 | $236.7M |
| Bank of New York Mellon Corp | 0.04% | Add +8.4% | 1,787,267 | $220.3M |
| NewEdge Advisors, LLC | 0.78% | Add +1.8% | 1,749,507 | $215.6M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +1.1% | 1,697,013 | $209.2M |
| Thrivent Financial for Lutherans | 0.31% | Reduce -3.9% | 1,385,637 | $171.6M |
| Sanctuary Advisors, LLC | 0.91% | Add +3.5% | 1,352,008 | $166.6M |
| Steward Partners Investment Advisory, LLC | 0.91% | Reduce -14.2% | 1,340,737 | $165.3M |
| Moneta Group Investment Advisors LLC | 1.18% | Reduce -1.8% | 1,269,877 | $156.5M |
| JB Capital LLC | 6.32% | Add +4.2% | 1,255,361 | $154.7M |
| Truist Financial Corp. | 0.19% | Add +0.3% | 1,169,463 | $144.1M |
| Cambridge Investment Research Advisors, Inc. | 0.37% | Reduce -1.8% | 1,121,790 | $138.3M |
| Rehmann Capital Advisory Group | 7.19% | Reduce -0.6% | 1,114,316 | $138.0M |
| MAI Capital Management | 0.79% | Add +0.2% | 1,113,823 | $137.3M |
| Calamos Wealth Management LLC | 4.79% | Add +0.5% | 1,112,935 | $137.2M |
| United Capital Financial Advisors, LLC | 0.81% | Add +1.8% | 1,084,160 | $133.6M |
| LVZ, Inc. | 14.05% | Reduce -0.7% | 1,019,830 | $125.7M |
| Courier Capital LLC | 6.71% | Reduce -2.9% | 969,285 | $119.5M |
| US Bancorp \de | 0.14% | Reduce -0.5% | 938,839 | $115.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.68% | Reduce -5.3% | 900,143 | $111.0M |
| Comerica Bank | 0.44% | Reduce -5.9% | 896,757 | $110.5M |
| Baird Financial Group, Inc. | 0.17% | Reduce -0.2% | 882,286 | $108.8M |
| Rockefeller Capital Management L.P. | 0.19% | Add +23.6% | 836,746 | $103.1M |
| Modern Wealth Management, LLC | 1.83% | Reduce -4.9% | 816,194 | $100.6M |
| Advocacy Wealth Management, LLC | 4.05% | Add +3.9% | 784,514 | $96.7M |
| Kestra Advisory Services, LLC | 0.39% | Add +12.5% | 775,929 | $95.6M |
| Keybank National Association | 0.33% | Reduce -3.3% | 736,360 | $90.8M |
| Northern Trust Corp. | 0.01% | Reduce -0.3% | 728,823 | $89.8M |
| AE Wealth Management LLC | 0.50% | Add +2.5% | 710,568 | $87.6M |
| Ascent Group, LLC | 2.96% | Add +1.3% | 702,139 | $86.5M |
| Private Advisor Group, LLC | 0.40% | Add +2.1% | 686,794 | $84.7M |
| Modera Wealth Management, LLC | 0.94% | Reduce -8.1% | 656,924 | $81.0M |
| Creative Planning | 0.06% | Add +0.5% | 653,362 | $80.5M |
| Fifth Third Bancorp | 0.25% | Reduce -2.8% | 647,461 | $79.8M |
| Midland Wealth Advisors, LLC | 4.04% | Reduce -7.4% | 630,178 | $77.7M |
| Stegner Investment Associates Inc. | 40.58% | Reduce -1.8% | 619,494 | $76.4M |
| Salomon & Ludwin, LLC | 6.70% | Reduce -2.6% | 612,653 | $75.8M |
| Bank of Montreal | 0.03% | Add +10.9% | 614,635 | $75.8M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -2.7% | 598,634 | $74.5M |
| Valmark Advisers, Inc. | 0.91% | Reduce -3.4% | 598,466 | $73.8M |
| SilverOak Wealth Management LLC | 11.02% | Reduce -1.9% | 570,356 | $70.3M |
| World Investment Advisors | 1.07% | Reduce -27.3% | 530,908 | $65.4M |
| USA Financial Formulas | 11.76% | Reduce -4.2% | 524,309 | $64.6M |
| Allworth Financial LP | 0.27% | Reduce -1.4% | 523,308 | $64.5M |
| North Star Investment Management Corp. | 4.02% | Reduce -0.1% | 518,496 | $63.9M |
| Cerity Partners LLC | 0.09% | Add +80.3% | 517,762 | $63.8M |
| Atria Investments, Inc | 0.72% | Add +12.5% | 514,444 | $63.4M |
| Waverly Advisors, LLC | 0.49% | Add +5.5% | 487,802 | $60.1M |
| Probity Advisors, Inc. | 9.60% | Reduce -3.0% | 486,359 | $59.9M |
| Austin Private Wealth, LLC | 4.46% | Add +0.8% | 482,689 | $59.5M |
| Captrust Financial Advisors | 0.11% | Add +0.3% | 479,409 | $59.1M |
| SCS Capital Management LLC | 0.62% | Reduce -5.3% | 472,402 | $58.2M |
| CreativeOne Wealth, LLC | 1.40% | Add +1.4% | 469,836 | $57.9M |
| IFP Advisors, Inc | 1.30% | Add +15.6% | 468,364 | $57.7M |
| Concurrent Investment Advisors, LLC | 0.64% | Add +45.0% | 452,635 | $55.8M |
| West Wealth Group, LLC | 11.24% | Add +4.4% | 439,568 | $54.2M |
| Principal Securities, Inc. | 0.83% | Add +4.0% | 434,711 | $53.6M |
| Sigma Planning Corp | 1.48% | Add +0.7% | 433,977 | $53.5M |
| Icon Wealth Advisors, LLC | 3.55% | Add +3.9% | 432,426 | $53.3M |
| &partners | 0.28% | Add +7.7% | 431,836 | $53.3M |
| Choreo, LLC | 0.66% | Reduce -2.8% | 420,047 | $52.2M |
| Mercer Global Advisors Inc. | 0.08% | Add +23.0% | 417,050 | $51.4M |
| Stratos Wealth Partners, LTD. | 0.58% | Add +2.6% | 413,008 | $50.9M |
| Bokf, NA | 0.73% | Add +22.3% | 387,565 | $47.8M |
| Farther Finance Advisors, LLC | 0.51% | Add +31.8% | 386,527 | $47.6M |
| Connecticut Wealth Management, LLC | 2.06% | Reduce -0.9% | 385,195 | $47.5M |
| OneDigital Investment Advisors LLC | 0.46% | Reduce -9.4% | 381,331 | $47.0M |
| Mgo One Seven LLC | 0.95% | Add +44.2% | 377,677 | $46.6M |
| Encompass Wealth Advisors, LLC | 15.68% | Reduce -1.1% | 373,924 | $46.1M |
| MA Private Wealth | 7.68% | Reduce -4.4% | 373,599 | $46.0M |
| Arkadios Wealth Advisors | 0.91% | Add +27.8% | 373,416 | $46.0M |
| Clearstead Advisors, LLC | 0.57% | Add +0.7% | 369,226 | $45.5M |
| Lee Financial Co | 6.02% | Reduce -0.4% | 361,351 | $44.5M |
| Financial Life Advisors | 13.52% | Reduce -4.1% | 355,656 | $43.8M |
| Sharkey, Howes & Javer | 5.52% | Add +7.7% | 352,604 | $43.5M |
| Calydon Capital | 7.32% | Add +0.1% | 352,301 | $43.4M |
| TSG Advice Partners, LLC | 6.59% | — | 350,318 | $43.2M |
| 1834 Investment Advisors Co. | 5.41% | Reduce -3.3% | 349,945 | $43.1M |
| Corient Private Wealth LP | 0.06% | Add +13.2% | 344,327 | $42.4M |
| CGC Financial Services, LLC | 11.16% | Add +0.7% | 338,328 | $41.7M |
| Foundation Wealth Management, LLC | 28.63% | Reduce -4.9% | 336,363 | $41.5M |
| Busey Bank | 1.09% | Reduce -0.5% | 334,971 | $41.3M |
| LMG Wealth Partners, LLC | 7.70% | Add +0.2% | 334,947 | $41.3M |
| Dynasty Wealth Management, LLC | 0.41% | Add +6.0% | 334,681 | $41.3M |
| Citigroup Inc. | 0.03% | Reduce -4.8% | 326,843 | $40.3M |
| Praetorian Wealth Management, Inc. | 7.78% | Reduce -0.5% | 317,746 | $39.2M |
| Pathstone Holdings, LLC | 0.15% | Reduce -1.7% | 317,643 | $39.2M |
| Greenleaf Trust | 0.36% | Reduce -6.5% | 316,812 | $39.1M |
| Orion Porfolio Solutions, LLC | 0.29% | Add +9.7% | 316,781 | $39.0M |
| Sagespring Wealth Partners, LLC | 0.69% | Add +9.5% | 309,896 | $38.2M |
| Amarillo National Bank | 6.61% | Reduce -1.3% | 305,248 | $37.6M |
| Beacon Pointe Advisors, LLC | 0.26% | Add +21.7% | 302,659 | $37.3M |
| AlphaCore Capital LLC | 0.83% | Add +522.0% | 299,535 | $36.9M |
| Two Sigma Investments, LP | 0.06% | Reduce -67.3% | 292,800 | $36.1M |
| MV Capital Management, Inc. | 3.45% | Reduce -2.1% | 291,360 | $35.9M |
| Powell Investment Advisors, LLC | 12.31% | Reduce -0.1% | 289,940 | $35.7M |
| Sterling Investment Counsel, LLC | 10.24% | Reduce -1.5% | 289,892 | $35.7M |
| Blue Edge Capital, LLC | 4.71% | Add +5.9% | 285,618 | $35.2M |
| Stone House Investment Management, LLC | 5.39% | Add +0.6% | 281,643 | $34.7M |
| SteelPeak Wealth, LLC | 1.14% | Reduce -1.0% | 280,519 | $34.6M |
| Capital Analysts, LLC | 0.96% | Add +5.1% | 280,059 | $34.5M |
| Apollon Wealth Management, LLC | 0.59% | Add +5.8% | 275,962 | $34.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.71% | Add +68.6% | 275,934 | $34.0M |
| Equitable Holdings, Inc. | 0.23% | Add +27.3% | 275,616 | $34.0M |
| AQR Capital Management | 0.02% | Add +123.2% | 275,610 | $34.0M |
| Silicon Valley Capital Partners | 3.07% | Reduce -0.4% | 273,529 | $33.7M |
| BOK Financial Private Wealth, Inc. | 2.06% | Reduce -11.8% | 273,079 | $33.7M |
| J.W. Cole Advisors, Inc. | 0.81% | Add +4.1% | 315,588 | $33.5M |
| Triad Wealth Partners, LLC | 3.16% | Add +28.1% | 270,105 | $33.3M |
| Gladstone Institutional Advisory LLC | 1.26% | Add +0.4% | 269,722 | $33.2M |
| Barings LLC | 0.63% | Reduce -27.5% | 269,017 | $33.2M |
| Integrity Alliance, Llc. | 1.21% | Add +3.0% | 266,979 | $32.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.62% | Reduce -3.0% | 265,974 | $32.8M |
| Wilmington Savings Fund Society, FSB | 0.76% | Add +1.3% | 263,650 | $32.5M |
| ShoreHaven Wealth Partners, LLC | 11.64% | Add +2.9% | 262,906 | $32.4M |
| Ewa, LLC | 7.92% | Add +2.2% | 262,719 | $32.4M |
| Global Retirement Partners, LLC | 0.57% | Add +3.2% | 261,939 | $32.3M |
| First Merchants Corp. | 1.19% | Reduce -1.8% | 261,291 | $32.2M |
| Ieq Capital, LLC | 0.10% | Add +74.4% | 261,113 | $32.2M |
| Liberty Wealth Management LLC | 4.13% | Add +0.8% | 259,780 | $32.0M |
| Meridian Wealth Partners, LLC | 4.41% | Add +0.6% | 259,483 | $32.0M |
| Stokes Family Office, LLC | 2.90% | Add +2.6% | 257,225 | $31.7M |
| Pettinga Financial Advisors LLC | 5.98% | Add +0.4% | 255,909 | $31.5M |
| Horst & Graben Wealth Management LLC | 4.69% | Add +1.3% | 252,079 | $31.1M |
| First Hawaiian Bank | 4.12% | Reduce -4.8% | 251,360 | $31.0M |
| Kestra Private Wealth Services, LLC | 0.38% | Add +2.9% | 250,540 | $30.9M |
| Natixis Advisors, LLC | 0.04% | Reduce -1.4% | 249,433 | $30.7M |
| Alvarez & Marsal Private Wealth Partners, LLC | 5.86% | — | 247,312 | $30.5M |
| Kwmg, LLC | 2.59% | Reduce -0.8% | 244,067 | $30.1M |
| Cahill Financial Advisors Inc. | 3.27% | Reduce -3.5% | 242,530 | $29.9M |
| Eq LLC | 8.56% | Add +51.6% | 240,931 | $29.7M |
| ADG Wealth Management Group, LLC | 22.45% | Reduce -0.3% | 240,414 | $29.6M |
| High Falls Advisors, Inc | 5.98% | Add +0.2% | 239,321 | $29.5M |
| Security Financial Services, INC. | 4.62% | Add +1.2% | 238,864 | $29.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.8% | 237,679 | $29.3M |
| Brookstone Capital Management | 0.33% | Add +5.7% | 237,167 | $29.2M |
| Merit Financial Group, LLC | 0.23% | Add +0.7% | 236,719 | $29.2M |
| Detalus Advisors, LLC | 7.10% | Add +4.2% | 236,333 | $29.1M |
| Csenge Advisory Group | 1.31% | Reduce -4.0% | 234,534 | $28.9M |
| Wealth Alliance, LLC | 2.80% | Add +7.3% | 231,800 | $28.6M |
| Droms Strauss Advisors Inc. /Mo/ | 7.47% | Reduce -0.4% | 230,268 | $28.4M |
| Quantinno Capital Management LP | 0.06% | Add +50.1% | 229,680 | $28.3M |
| TD Private Client Wealth LLC | 0.60% | Reduce -6.4% | 229,265 | $28.3M |
| Vise Technologies, Inc. | 0.55% | Add +59.9% | 226,958 | $28.0M |
| TBH Global Asset Management, LLC | 4.62% | Add +1438.0% | 42,741 | $27.7M |
| Financial Engines Advisors L.L.C. | 0.05% | Reduce -4.1% | 221,659 | $27.3M |
| Avior Wealth Management, LLC | 0.85% | Reduce -0.5% | 221,638 | $27.3M |
| Saiph Capital, LLC | 9.73% | Add +0.7% | 219,647 | $27.1M |
| Western Wealth Management, LLC | 1.23% | Reduce -1.3% | 216,870 | $26.7M |
| One Wealth Advisors, LLC | 3.26% | Add +2.9% | 216,660 | $26.7M |
| Citizens Financial Group Inc. | 0.36% | Add +6.4% | 216,347 | $26.7M |
| Pinkerton Wealth, LLC | 2.72% | Add +4.3% | 215,108 | $26.5M |
| Per Stirling Capital Management, LLC. | 2.94% | Reduce -0.8% | 212,673 | $26.2M |
| First Heartland Consultants, Inc. | 1.94% | Add +1.8% | 207,200 | $25.5M |
| PAX Financial Group, LLC | 4.40% | Add +9.8% | 206,828 | $25.5M |
| Spire Wealth Management | 0.85% | Add +2.4% | 205,458 | $25.3M |
| Arax Advisory Partners | 0.73% | New | 203,450 | $25.1M |
| Ameritas Investment Partners, Inc. | 0.76% | Reduce -5.2% | 203,219 | $25.0M |
| GHP Investment Advisors, Inc. | 1.01% | Reduce -2.1% | 199,648 | $24.6M |
| Callan Family Office, LLC | 0.53% | Add +2.5% | 198,679 | $24.5M |
| Physician Wealth Advisors, Inc. | 3.39% | Add +4.2% | 197,737 | $24.4M |
| Ashton Thomas Private Wealth, LLC | 0.59% | Add +6.8% | 195,978 | $24.2M |
| Swmg, LLC | 6.70% | Add +14.1% | 199,018 | $24.1M |
| McMorgan & Co. LLC | 3.97% | Reduce -0.8% | 194,294 | $23.9M |
| Scissortail Wealth Management, LLC | 5.41% | Add +0.8% | 192,614 | $23.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.84% | — | 190,950 | $23.5M |
| Integrated Wealth Concepts LLC | 0.28% | Reduce -25.7% | 190,861 | $23.5M |
| StoneX Group Inc. | 1.02% | Reduce -13.4% | 189,895 | $23.4M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -25.4% | 189,930 | $23.4M |
| Cullen/Frost Bankers, Inc. | 0.26% | Add +0.3% | 188,983 | $23.3M |
| MJT & Associates Financial Advisory Group, Inc. | 17.38% | Add +1.4% | 188,910 | $23.3M |
| Guidance Point Advisors, LLC | 5.51% | Reduce -2.0% | 188,093 | $23.2M |
| Johnson Investment Counsel Inc. | 0.19% | Add +5.5% | 187,759 | $23.1M |
| Avantax Planning Partners, Inc. | 0.64% | Reduce -2.1% | 186,086 | $22.9M |
| Keystone Financial Services | 6.89% | Reduce -1.0% | 185,107 | $22.8M |
| Trek Financial, LLC | 1.32% | Add +4.7% | 184,669 | $22.8M |
| Sei Investments Co. | 0.02% | Reduce -1.2% | 184,580 | $22.8M |
| Hemming& Wealth Management, Inc. | 15.49% | — | 183,577 | $22.6M |
| Kelly Financial Services LLC | 5.65% | Add +1.7% | 182,870 | $22.5M |
| Sunbelt Securities, Inc. | 1.50% | Reduce -2.7% | 181,864 | $22.4M |
| Instrumental Wealth, LLC | 13.37% | Add +25.4% | 184,715 | $22.3M |
| UMB Bank, n.a. | 0.29% | Add +0.7% | 178,683 | $22.0M |
| FAS Wealth Partners, Inc. | 1.42% | Reduce -1.1% | 178,395 | $22.0M |
| Adaptive Financial Consulting, LLC | 8.42% | Add +1.9% | 175,652 | $21.7M |
| CFS Investment Advisory Services, LLC | 1.55% | Add +1.7% | 172,520 | $21.3M |
| Ifrah Financial Services, Inc. | 5.43% | Reduce -3.2% | 171,601 | $21.2M |
| Cresset Asset Management, LLC | 0.09% | Add +0.9% | 169,772 | $20.9M |
| Coastline Complete Wealth LLC | 13.08% | — | 168,513 | $20.8M |
| Focus Financial Network, Inc. | 0.71% | Add +0.2% | 164,633 | $20.3M |
| EP Wealth Advisors, LLC | 0.11% | — | 164,192 | $20.2M |
| ONE Advisory Partners, LLC | 6.09% | Add +0.8% | 163,907 | $20.2M |
| Elevated Financial Group LLC | 6.95% | — | 163,044 | $20.1M |
| Patton Albertson Miller Group, LLC | 2.34% | Add +5.4% | 161,575 | $19.9M |
| Gallagher Capital Advisors, LLC | 12.77% | Reduce -4.8% | 160,301 | $19.8M |
| TCP Asset Management, LLC | 3.31% | Add +3.4% | 159,531 | $19.7M |
| Barrett & Company, Inc. | 6.48% | Add +2.1% | 157,645 | $19.4M |
| Mesirow Financial Investment Management, Inc. | 0.40% | Reduce -1.0% | 157,579 | $19.4M |
| Twin Focus Capital Partners, LLC | 2.22% | Add +33.5% | 156,219 | $19.3M |
| TABR Capital Management, LLC | 12.84% | New | 156,114 | $19.2M |
| Capital Advisors, Ltd. LLC | 2.17% | Reduce -0.1% | 155,942 | $19.2M |
| Acropolis Investment Management, LLC | 0.86% | Reduce -1.6% | 155,930 | $19.2M |
| DT Investment Partners, LLC | 1.59% | No change | 155,923 | $19.2M |
| Regal Investment Advisors LLC | 1.15% | Add +17.7% | 155,694 | $19.2M |
| Kilter Group LLC | 8.51% | Add +7.2% | 155,447 | $19.2M |
| Snowden Capital Advisors LLC | 0.50% | Add +9.7% | 155,378 | $19.2M |
| True Freedom Investing, LLC | 1.30% | Add +49.1% | 155,206 | $19.1M |
| Prosperity Consulting Group, LLC | 0.85% | Add +0.3% | 153,501 | $18.9M |
| Advisory Services Network, LLC | 0.27% | Add +8.0% | 152,127 | $18.8M |
| Trust Point Inc. | 1.48% | No change | 151,750 | $18.7M |
| Ironwood Financial, llc | 3.15% | Reduce -8.5% | 148,474 | $18.6M |
| Independent Solutions Wealth Management, LLC | 3.39% | Reduce -14.6% | 149,877 | $18.5M |
| Blair William & Co. | 0.05% | Add +5.0% | 149,238 | $18.4M |
| Legacy Financial Group LLC | 2.24% | Add +0.8% | 151,264 | $18.2M |
| WealthShield Partners, LLC | 2.00% | Add +2.0% | 147,211 | $18.1M |
| Rodgers & Associates, LTD | 1.84% | Reduce -2.2% | 147,069 | $18.1M |
| Sterling Financial Planning, Inc. | 5.42% | Reduce -1.5% | 145,862 | $18.0M |
| Rothschild Wealth LLC | 1.73% | Add +9.2% | 145,691 | $18.0M |
| Blue Trust, Inc. | 0.20% | Reduce -5.3% | 144,409 | $17.8M |
| McNaughton Wealth Management, LLC | 7.28% | Add +0.9% | 143,368 | $17.7M |
| Prudential Financial Inc. | 0.02% | Add +5.5% | 142,000 | $17.6M |
| Royal Fund Management, LLC | 1.62% | Add +76.3% | 142,985 | $17.6M |
| Lansing Street Advisors | 4.53% | Add +5.8% | 142,692 | $17.6M |
| M1 Capital Management LLC | 7.31% | Reduce -1.9% | 142,095 | $17.5M |
| CoreCap Advisors, LLC | 0.61% | Reduce -1.0% | 141,651 | $17.5M |
| Cypress Wealth Services, LLC | 2.41% | Add +5.7% | 141,462 | $17.4M |
| Assetmark, Inc. | 0.04% | Add +5.3% | 140,650 | $17.3M |
| Carbahal Olsen Financial Services Group, LLC | 13.28% | Reduce -1.3% | 140,367 | $17.3M |
| JFS Wealth Advisors, LLC | 0.96% | Reduce -5.9% | 138,702 | $17.1M |
| Fifth Third Securities, Inc. | 1.10% | Add +0.1% | 136,512 | $16.8M |
| Mutual Advisors, LLC | 0.36% | Reduce -1.9% | 136,417 | $16.8M |
| Carl P. Sherr & Co., LLC | 7.22% | Reduce -5.9% | 130,478 | $16.2M |
| Argent Trust Co | 0.55% | Add +2.7% | 130,223 | $16.1M |
| Silvercrest Asset Management Group LLC | 0.11% | New | 128,691 | $15.9M |
| Savant Capital, LLC | 0.09% | Reduce -14.4% | 128,483 | $15.8M |
| Planned Solutions, Inc. | 5.09% | Add +13.4% | 127,788 | $15.8M |
| LBMC Investment Advisors, LLC | 0.97% | Add +3.5% | 127,392 | $15.7M |
| American Wealth Advisors, LLC | 15.37% | Reduce -1.0% | 126,973 | $15.7M |
| Diversify Wealth Management, LLC | 0.73% | Add +2779.1% | 125,127 | $15.6M |
| Invst, LLC | 1.68% | Reduce -8.6% | 125,381 | $15.5M |
| Alliancebernstein L.P. | 0.00% | Add +27.3% | 124,983 | $15.4M |
| Brown Advisory Inc. | 0.02% | Add +2.9% | 123,934 | $15.3M |
| Sovran Advisors, LLC | 1.29% | Add +0.3% | 122,792 | $15.2M |
| Perkins Coie Trust Co | 2.81% | Reduce -0.9% | 122,556 | $15.1M |
| BNP Paribas Financial Markets | 0.01% | Add +91.5% | 120,763 | $14.9M |
| Peapack Gladstone Financial Corp. | 0.19% | Add +0.6% | 119,788 | $14.8M |
| Mayflower Financial Advisors, LLC | 1.78% | Add +1.7% | 119,499 | $14.7M |
| Bank Hapoalim BM | 1.32% | No change | 119,500 | $14.7M |
| W Advisors, LLC | 7.37% | Add +0.1% | 118,827 | $14.6M |
| Willis Johnson & Associates, Inc. | 0.90% | Reduce -3.7% | 118,247 | $14.6M |
| Blue Zone Wealth Advisors, LLC | 2.77% | Add +2.8% | 117,523 | $14.5M |
| United Bank | 1.91% | No change | 117,429 | $14.5M |
| Arvest Bank Trust Division | 0.78% | Add +1035.6% | 117,225 | $14.4M |
| Turtle Creek Wealth Advisors, LLC | 1.13% | Add +2.2% | 116,754 | $14.4M |
| Beese Fulmer Investment Management, Inc. | 0.93% | Reduce -0.2% | 115,822 | $14.3M |
| Composition Wealth, LLC | 0.20% | Reduce -0.7% | 115,586 | $14.2M |
| FineMark National Bank & Trust | 0.44% | Add +23.6% | 115,463 | $14.2M |
| Farmers & Merchants Investments Inc. | 0.39% | Reduce -0.1% | 115,390 | $14.2M |
| Keebeck Wealth Management | 1.63% | Add +1.6% | 114,708 | $14.1M |
| Midwest Financial Group LLC | 6.19% | Add +0.2% | 113,758 | $14.0M |
| Founders Grove Wealth Partners, LLC | 3.14% | Reduce -0.8% | 113,208 | $14.0M |
| CX Institutional | 0.41% | Add +3.0% | 112,863 | $13.9M |
| Bay Harbor Wealth Management, LLC | 3.63% | Add +4.7% | 112,578 | $13.9M |
| Centerpoint Advisors, LLC | 4.25% | Reduce -2.2% | 112,008 | $13.8M |
| Signature Wealth Management Partners, LLC | 6.82% | Add +7.7% | 111,954 | $13.8M |
| Traynor Capital Management, Inc. | 0.76% | Add +2.8% | 111,813 | $13.8M |
| TRUE Private Wealth Advisors | 1.37% | Add +3.2% | 111,204 | $13.7M |
| Clear Creek Financial Management, LLC | 1.10% | Add +3.9% | 109,758 | $13.5M |
| YHB Investment Advisors, Inc. | 0.92% | Add +0.1% | 108,263 | $13.3M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -61.5% | 107,166 | $13.2M |
| Pinnacle Financial Partners, Inc. | 0.10% | — | 107,103 | $13.2M |
| Level Four Advisory Services, LLC | 0.43% | Reduce -0.7% | 106,824 | $13.2M |
| Nicolet Bankshares Inc. | 2.10% | Reduce -1.4% | 106,070 | $13.1M |
| Apella Capital, LLC | 0.26% | Reduce -1.2% | 105,220 | $13.0M |
| Clark Financial Services Group Inc. | 6.90% | Reduce -3.9% | 104,741 | $13.0M |
| Ehrlich Financial Group | 7.36% | Add +6.2% | 104,870 | $12.9M |
| WCG Wealth Advisors LLC | 0.36% | Reduce -12.1% | 104,589 | $12.9M |
| Ancora Advisors LLC | 0.27% | Add +9.7% | 104,171 | $12.8M |
| Financial Advisors Network, Inc. | 1.75% | Reduce -0.2% | 103,824 | $12.8M |
| Pacific Financial Group Inc. | 7.06% | Add +8.3% | 102,978 | $12.7M |
| Perigon Wealth Management, LLC | 0.23% | Reduce -0.6% | 102,847 | $12.7M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +50.7% | 100,798 | $12.4M |
| Hancock Whitney Corp. | 0.22% | Add +3.1% | 100,319 | $12.4M |
| Pallas Capital Advisors LLC | 0.40% | Reduce -0.4% | 99,445 | $12.3M |
| Forthright Family Wealth Advisory LLC | 7.68% | Add +1.8% | 99,072 | $12.2M |
| Horizon Family Wealth, Inc. | 6.50% | Reduce -2.5% | 99,016 | $12.2M |
| Financial Perspectives, Inc | 3.28% | Add +3.6% | 98,702 | $12.2M |
| First Financial Bank - Trust Division | 1.00% | Add +0.5% | 98,310 | $12.1M |
| Old National Bancorp | 0.20% | Reduce -2.1% | 97,573 | $12.0M |
| Great Valley Advisor Group, Inc. | 0.23% | Reduce -0.9% | 95,398 | $11.8M |
| Howard Capital Management, LLC | 0.15% | Reduce -2.2% | 95,279 | $11.7M |
| Quadrant Private Wealth Management, LLC | 1.91% | Add +8.7% | 94,451 | $11.6M |
| Tiaa Trust, National Association | 0.03% | Reduce -0.2% | 93,896 | $11.6M |
| Geneos Wealth Management Inc. | 0.28% | Reduce -2.4% | 93,746 | $11.6M |
| Harbour Investments, Inc. | 0.23% | Add +3.1% | 93,574 | $11.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.66% | Add +45.9% | 93,303 | $11.5M |
| Wescott Financial Advisory Group, LLC | 1.00% | Add +6.2% | 93,077 | $11.5M |
| Oppenheimer & Co. Inc. | 0.16% | Add +1.7% | 92,711 | $11.4M |
| Coldstream Capital Management Inc. | 0.15% | Add +6.6% | 91,581 | $11.3M |
| BKM Wealth Management, LLC | 4.12% | Reduce -3.6% | 91,520 | $11.3M |
| Godfrey Financial Associates, Inc. | 9.75% | — | 91,431 | $11.3M |
| Parallel Advisors, LLC | 0.21% | Reduce -3.4% | 91,180 | $11.2M |
| TSA Wealth Managment LLC | 3.72% | Reduce -2.1% | 91,162 | $11.2M |
| Avid Wealth Partners LLC | 5.43% | Reduce -25.7% | 90,134 | $11.1M |
| Prime Capital Investment Advisors, LLC | 0.13% | Add +2.8% | 89,658 | $11.1M |
| Broadview Financial Management, LLC | 7.34% | Reduce -0.1% | 88,953 | $11.0M |
| Ameritas Advisory Services, LLC | 0.41% | Reduce -8.9% | 88,825 | $10.9M |
| Associated Banc-Corp | 0.28% | Reduce -8.5% | 88,264 | $10.9M |
| Net Worth Advisory Group | 2.19% | Add +784.8% | 88,025 | $10.8M |
| North Berkeley Wealth Management, LLC | 6.38% | Reduce -4.1% | 87,819 | $10.8M |
| IFG Advisory, LLC | 0.47% | Reduce -0.9% | 87,670 | $10.8M |
| Peoples Bank | 6.67% | Reduce -1.5% | 87,282 | $10.8M |
| CIBC Private Wealth Group LLC | 0.02% | Add +10.4% | 87,141 | $10.7M |
| Lee, Kelleher & Klein Wealth Management | 6.39% | Reduce -7.7% | 86,836 | $10.7M |
| Wellspring Financial Advisors, LLC | 0.84% | Reduce -1.2% | 86,513 | $10.7M |
| Investment Advisory Group, LLC | 2.72% | Add +3.6% | 85,923 | $10.6M |
| EPG Wealth Management LLC | 2.85% | Add +0.4% | 85,749 | $10.6M |
| Element Pointe Advisors, LLC | 2.04% | No change | 85,699 | $10.6M |
| HSBC Holdings PLC | 0.01% | Reduce -65.2% | 83,950 | $10.3M |
| May Hill Capital, LLC | 2.78% | Add +15.6% | 83,673 | $10.3M |
| SigFig Wealth Management, LLC | 0.30% | Add +2.5% | 82,850 | $10.2M |
| Tilson Financial Group, Inc. | 3.10% | Reduce -1.1% | 81,773 | $10.1M |
| Signature Estate & Investment Advisors LLC | 0.20% | Add +3.3% | 81,596 | $10.1M |
| D.A. Davidson & Co. | 0.06% | Reduce -4.2% | 81,112 | $10.0M |
| Novare Capital Management LLC | 0.75% | Reduce -3.2% | 80,746 | $10.0M |
| MidFirst Bank | 0.79% | — | 80,482 | $9.9M |
| Exencial Wealth Advisors, LLC | 0.31% | Add +1.3% | 80,482 | $9.9M |
| Alpine Bank Wealth Management | 1.40% | No change | 80,475 | $9.9M |
| Conning Inc. | 0.35% | Add +7.1% | 80,100 | $9.9M |
| Canal Capital Management, LLC | 1.40% | Add +1855.6% | 80,063 | $9.9M |
| Hobbs Wealth Management, LLC | 9.60% | Reduce -1.1% | 79,968 | $9.9M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -28.5% | 79,000 | $9.8M |
| Evergreen Capital Management LLC | 0.22% | Reduce -3.0% | 79,687 | $9.8M |
| Gen-Wealth Partners Inc | 3.11% | Add +9.9% | 78,703 | $9.7M |
| Polaris Investment Advisors, LLC | 6.98% | — | 78,314 | $9.7M |
| Koss-Olinger Consulting, LLC | 0.74% | Reduce -34.4% | 77,560 | $9.6M |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 77,525 | $9.6M |
| Apeiron RIA LLC | 1.94% | Reduce -29.4% | 76,838 | $9.5M |
| GC Wealth Management RIA, LLC | 0.35% | Reduce -3.0% | 77,176 | $9.5M |
| Centaurus Financial, Inc. | 0.43% | Reduce -4.0% | 77,068 | $9.5M |
| VestGen Advisors, LLC | 0.40% | Reduce -54.0% | 76,972 | $9.5M |
| Arvest Investments, Inc. | 1.33% | New | 76,955 | $9.5M |
| Twin Peaks Wealth Advisors, LLC | 2.76% | Add +19.6% | 77,369 | $9.5M |
| Maia Wealth LLC | 1.61% | Reduce -14.9% | 79,182 | $9.5M |
| Daviman Financial, LLC | 5.54% | — | 76,654 | $9.4M |
| Cosner Financial Group, LLC | 4.75% | Add +5.6% | 75,574 | $9.3M |
| Sapient Capital LLC | 0.13% | Add +11.8% | 74,405 | $9.2M |
| True Vision MN LLC | 4.69% | Add +0.1% | 74,866 | $9.2M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Reduce -72.6% | 74,788 | $9.2M |
| LiftPoint Family Wealth Advisors LLC | 7.82% | — | 74,348 | $9.2M |
| KMG Fiduciary Partners, LLC | 0.65% | Reduce -23.4% | 74,034 | $9.1M |
| Three Seasons Wealth, LLC | 0.87% | Add +824.2% | 73,998 | $9.1M |
| Ellis Investment Partners, LLC | 1.59% | Reduce -0.1% | 73,950 | $9.1M |
| B. Riley Wealth Advisors, Inc. | 0.43% | Add +4.1% | 73,940 | $9.1M |
| Atlantic Edge Private Wealth Management, LLC | 2.23% | Add +4.2% | 72,595 | $8.9M |
| Endeavor Private Wealth, Inc. | 2.56% | Add +2.4% | 72,507 | $8.9M |
| Retirement Planning Group, LLC | 0.29% | Reduce -3.9% | 71,675 | $8.8M |
| Ausdal Financial Partners, Inc. | 0.41% | Add +5.5% | 71,616 | $8.8M |
| PKS Advisory Services, LLC | 2.01% | Reduce -3.8% | 71,394 | $8.8M |
| Advyzon Investment Management, LLC | 1.02% | Add +517.9% | 71,205 | $8.8M |
| Croban | 4.22% | Add +69.2% | 70,984 | $8.7M |
| Summit Investment Advisory Services, LLC | 3.25% | Reduce -0.4% | 69,830 | $8.6M |
| Sonata Capital Group Inc. | 3.09% | Reduce -3.3% | 69,403 | $8.6M |
| Integrated Advisors Network LLC | 0.38% | Reduce -12.7% | 68,884 | $8.5M |
| Soltis Investment Advisors LLC | 0.56% | Reduce -0.0% | 68,872 | $8.5M |
| Financial Management Network Inc. | 1.34% | Reduce -1.3% | 68,600 | $8.5M |
| Spectrum Planning & Advisory Services Inc. | 4.31% | Add +8.4% | 67,919 | $8.4M |
| Avestar Capital, LLC | 0.57% | Reduce -3.4% | 67,847 | $8.4M |
| Charter Oak Capital Management, LLC | 0.63% | Reduce -3.4% | 67,459 | $8.3M |
| Capital Advisors Inc. | 0.13% | Reduce -6.0% | 66,898 | $8.2M |
| Higgins & Schmidt Wealth Strategies LLC | 3.90% | Reduce -5.0% | 66,771 | $8.2M |
| WealthPLAN Partners, LLC | 1.22% | Add +2.5% | 66,096 | $8.1M |
| Simplicity Wealth,LLC | 0.49% | Add +11.8% | 66,076 | $8.1M |
| Atlantic Family Wealth, LLC | 6.14% | Add +2.8% | 66,001 | $8.1M |
| Portfolio Resources Advisor Group, Inc. | 8.13% | — | 65,976 | $8.1M |
| Beto Financial Group, LLC | 5.48% | — | 65,366 | $8.1M |
| Robertson Stephens Wealth Management, LLC | 0.23% | Reduce -2.2% | 65,885 | $8.1M |
| Independent Financial Group, LLC | 0.18% | Add +6.8% | 65,426 | $8.1M |
| Core Wealth Advisors, LLC | 6.35% | — | 65,412 | $8.1M |
| Next Capital Management LLC | 2.58% | Add +29.3% | 65,367 | $8.1M |
| SGL Investment Advisors, Inc. | 3.25% | Add +16.2% | 67,717 | $8.0M |
| AlTi Global, Inc. | 0.17% | Reduce -0.2% | 64,942 | $8.0M |
| Tower Research Capital LLC (TRC) | 0.19% | Reduce -11.1% | 64,586 | $8.0M |
| One Wealth Capital Management, LLC | 3.39% | Add +0.4% | 64,585 | $8.0M |
| Bleakley Financial Group, LLC | 0.14% | Reduce -0.2% | 64,561 | $8.0M |
| NorthRock Partners, LLC | 0.13% | Add +6.3% | 64,154 | $7.9M |
| Curtis Wealth Management LLC | 6.82% | — | 63,032 | $7.8M |
| Frontier Asset Management, LLC | 1.79% | Reduce -0.8% | 62,662 | $7.7M |
| Private Wealth Advisors, LLC | 2.78% | Reduce -0.6% | 62,589 | $7.7M |
| Lifelong Wealth Advisors, Inc. | 2.04% | Add +7.8% | 62,168 | $7.7M |
| Capital Investment Advisory Services, LLC | 0.54% | Reduce -1.2% | 62,155 | $7.7M |
| Glenmede Trust Co. NA | 0.04% | — | 62,029 | $7.6M |
| Sterling Group Wealth Management, LLC | 3.70% | Reduce -4.8% | 62,013 | $7.6M |
| Embree Financial Group | 0.94% | Add +61.2% | 61,699 | $7.6M |
| Belpointe Asset Management LLC | 0.27% | Reduce -1.5% | 61,496 | $7.6M |
| Diversify Advisory Services, LLC | 0.24% | Add +1.1% | 61,114 | $7.6M |
| Gryphon Financial Partners LLC | 0.81% | Reduce -0.9% | 61,324 | $7.6M |
| First Foundation Advisors | 0.28% | Add +8.6% | 61,316 | $7.6M |
| Tradition Wealth Management, LLC | 0.54% | Add +0.2% | 61,239 | $7.5M |
| Firethorn Wealth Partners, LLC | 2.82% | Reduce -4.3% | 61,207 | $7.5M |
| Vestor Capital, LLC | 0.63% | Reduce -92.8% | 4,646 | $7.5M |
| Summit Financial Consulting LLC | 5.44% | Add +9.4% | 60,751 | $7.5M |
| BTC Capital Management, Inc. | 0.52% | Add +12.9% | 60,650 | $7.5M |
| Heritage Wealth Advisors | 0.28% | Add +0.0% | 60,466 | $7.5M |
| Lantz Financial LLC | 1.57% | Add +5.5% | 60,274 | $7.4M |
| United Services Automobile Association | 0.47% | Reduce -4.9% | 59,749 | $7.4M |
| Prospera Financial Services Inc | 0.12% | Add +4.2% | 59,531 | $7.3M |
| SeaBridge Investment Advisors LLC | 1.20% | No change | 59,127 | $7.3M |
| Mosley Wealth Management | 3.33% | — | 59,700 | $7.3M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +39.2% | 59,028 | $7.3M |
| Cranbrook Wealth Management, LLC | 1.43% | Reduce -0.9% | 58,795 | $7.2M |
| Camarda Financial Advisors, LLC | 2.74% | Reduce -10.7% | 58,323 | $7.2M |
| Sharp Wealth Advisory, LLC | 3.61% | Add +5.1% | 58,177 | $7.2M |
| Kraft, Davis & Associates, LLC | 1.60% | Reduce -4.1% | 57,320 | $7.2M |
| Transcendent Capital Group LLC | 3.22% | Reduce -1.6% | 57,719 | $7.1M |
| Ascent Wealth Partners, LLC | 0.82% | Reduce -1.9% | 57,626 | $7.1M |
| Gateway Wealth Partners, LLC | 0.79% | Add +6.1% | 57,305 | $7.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.84% | Add +13.0% | 57,292 | $7.1M |
| OpenArc Corporate Advisory, LLC | 0.12% | — | 57,277 | $7.1M |
| Compton Wealth Advisory Group, LLC | 1.53% | No change | 56,945 | $7.0M |
| Shared Vision Wealth Group LLC | 2.84% | Reduce -0.3% | 56,410 | $7.0M |
| B.O.S.S. Retirement Advisors, LLC | 2.19% | Add +138.0% | 56,567 | $7.0M |
| Mill Creek Capital Advisors, LLC | 0.14% | Reduce -1.1% | 56,331 | $6.9M |
| Advus Financial Partners, LLC | 1.68% | Add +2.1% | 56,242 | $6.9M |
| Goelzer Investment Management, Inc. | 0.32% | Add +3.4% | 56,037 | $6.9M |
| Narwhal Capital Management | 0.50% | No change | 56,000 | $6.9M |
| Cahaba Wealth Management, Inc. | 0.48% | Reduce -2.0% | 55,632 | $6.9M |
| Commerce Bank | 0.04% | Add +10.7% | 55,583 | $6.9M |
| Gotham Asset Management | 0.02% | No change | 55,244 | $6.8M |
| Kickstand Ventures, Llc. | 1.43% | Add +5.5% | 55,091 | $6.8M |
| Alpha Capital Advisors Inc. | 6.27% | — | 54,107 | $6.8M |
| Evercore Wealth Management, LLC | 0.10% | Reduce -0.8% | 54,595 | $6.7M |
| RKL Wealth Management LLC | 0.55% | Reduce -3.0% | 54,537 | $6.7M |
| Asset One Wealth Management LLC | 0.91% | — | 53,547 | $6.7M |
| GAMCO Investors | 0.06% | No change | 53,778 | $6.6M |
| Investment Partners, LTD. | 2.32% | Add +0.0% | 53,750 | $6.6M |
| Verus Capital Partners, LLC | 0.44% | Add +4.0% | 53,523 | $6.6M |
| Itau Unibanco Holding S.A. | 0.16% | New | 53,410 | $6.6M |
| Rik Saylor Financial, Inc. | 4.82% | Add +0.8% | 53,327 | $6.6M |
| MSH Capital Advisors LLC | 1.40% | Add +1.3% | 53,263 | $6.6M |
| Centurion Wealth Management LLC | 1.44% | Add +0.4% | 53,111 | $6.5M |
| Tobias Financial Advisors, Inc. | 0.92% | Reduce -4.1% | 52,877 | $6.5M |
| Barnes Wealth Management Group, Inc | 3.48% | Reduce -2.6% | 52,821 | $6.5M |
| Dumont & Blake Investment Advisors LLC | 1.56% | Reduce -2.8% | 52,668 | $6.5M |
| Laurel Wealth Planning LLC | 3.59% | Reduce -8.6% | 52,558 | $6.5M |
| Strategic Blueprint, LLC | 0.38% | Reduce -17.3% | 52,544 | $6.5M |
| Flagship Wealth Advisors, LLC | 1.86% | Add +4.8% | 51,940 | $6.4M |
| Gallacher Capital Management LLC | 2.46% | Add +0.7% | 51,554 | $6.4M |
| Midwest Trust Co | 0.08% | Reduce -0.3% | 51,537 | $6.4M |
| AtlasMark Financial, Inc | 4.10% | Add +9.3% | 51,474 | $6.3M |
| Rollins Financial Advisors, LLC | 0.93% | Reduce -6.7% | 51,169 | $6.3M |
| Formulate Financial LLC | 7.39% | Add +7.8% | 51,133 | $6.3M |
| Aptus Capital Advisors, LLC | 0.05% | Add +2.6% | 50,910 | $6.3M |
| Old Mission Investment Co LLC | 1.48% | Reduce -0.8% | 50,188 | $6.2M |
| Bryn Mawr Trust Advisors, LLC | 0.30% | Add +1.6% | 50,113 | $6.2M |
| Patriot Investment Management Group, Inc. | 0.39% | Reduce -5.7% | 50,112 | $6.2M |
| St. Clair Advisors, LLC | 1.59% | Add +0.0% | 50,050 | $6.2M |
| Jackson Hole Capital Partners, LLC | 1.05% | Add +1.6% | 49,942 | $6.2M |
| Lowe Brockenbrough & Co. Inc. | 0.30% | Reduce -0.2% | 49,890 | $6.1M |
| Quotient Wealth Partners, LLC | 0.16% | Reduce -1.1% | 49,876 | $6.1M |
| Silver Oak Securities, Incorporated | 0.41% | Add +270.9% | 49,336 | $6.1M |
| Peterson Wealth Advisors, LLC | 0.81% | Reduce -1.3% | 49,443 | $6.1M |
| NTV Asset Management LLC | 0.64% | Reduce -1.6% | 49,396 | $6.1M |
| Flagstar Securities, Inc. | 2.04% | Add +4.3% | 49,354 | $6.1M |
| Carret Asset Management, LLC | 0.57% | Add +6.2% | 48,889 | $6.0M |
| Simon Quick Advisors, LLC | 0.26% | Reduce -46.0% | 48,281 | $6.0M |
| Stordahl Capital Management, Inc. | 1.22% | Reduce -1.5% | 48,136 | $5.9M |
| Signet Financial Management, LLC | 0.66% | Add +26.3% | 48,045 | $5.9M |
| United Bank | 1.99% | Reduce -5.2% | 47,602 | $5.9M |
| Smartleaf Asset Management LLC | 0.22% | Add +173.3% | 46,735 | $5.8M |
| Hoxton Planning & Management, LLC | 1.73% | Reduce -0.2% | 47,008 | $5.8M |
| A4 Wealth Advisors LLC | 4.99% | Add +71.3% | 46,791 | $5.8M |
| Sowell Financial Services LLC | 0.21% | Add +1.0% | 46,780 | $5.8M |
| Yanni & Associates Investment Advisors, LLC | 5.73% | — | 46,496 | $5.7M |
| J. Mark Nickell & Co. | 5.23% | — | 45,928 | $5.7M |
| Kapstone Financial Advisors LLC | 2.78% | Add +2.3% | 45,327 | $5.6M |
| Resolute Wealth Strategies, LLC | 2.44% | Add +0.0% | 45,088 | $5.6M |
| Davis Wealth Advisors, LLC | 4.61% | Add +4.3% | 44,994 | $5.5M |
| PFG Advisors | 0.27% | Add +23.2% | 44,885 | $5.5M |
| Waters Parkerson & Co., LLC | 0.27% | No change | 44,750 | $5.5M |
| Diversified Trust Co. | 0.10% | Add +4.7% | 44,584 | $5.5M |
| Thomasville National Bank | 0.34% | Reduce -0.7% | 44,478 | $5.5M |
| R. W. Roge & Company, Inc. | 2.70% | Reduce -1.3% | 44,326 | $5.5M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Add +1.8% | 44,258 | $5.5M |
| Nations Financial Group Inc, /Ia/ | 0.29% | Add +7.0% | 44,079 | $5.4M |
| Oxford Financial Group, LTD. LLC | 0.30% | Add +8.8% | 43,847 | $5.4M |
| Winthrop Advisory Group LLC | 0.46% | Reduce -1.4% | 43,774 | $5.4M |
| FFG Retirement Advisors LLC | 3.31% | Add +1.8% | 43,287 | $5.3M |
| Bridges Investment Management Inc. | 0.07% | Reduce -7.3% | 43,241 | $5.3M |
| Keenan, LLC | 4.66% | — | 42,978 | $5.3M |
| Calamos Advisors LLC | 0.03% | Add +1.9% | 42,690 | $5.3M |
| Guardian Wealth Advisors, LLC | 2.97% | Reduce -9.6% | 42,665 | $5.3M |
| Theory Financial LLC | 1.77% | Add +2.1% | 42,237 | $5.3M |
| Retirement Wealth Solutions LLC | 3.31% | Add +5.8% | 42,432 | $5.2M |
| Sovereign Investment Advisors, LLC | 1.30% | New | 42,316 | $5.2M |
| IHT Wealth Management, LLC | 0.13% | Reduce -3.9% | 42,220 | $5.2M |
| GeoWealth Management, LLC | 0.19% | Reduce -37.3% | 42,097 | $5.2M |
| Wealthspan Partners, LLC | 1.89% | Reduce -0.2% | 42,048 | $5.2M |
| Concorde Asset Management, LLC | 2.07% | Add +4.5% | 41,976 | $5.2M |
| Kingswood Wealth Advisors, LLC | 0.25% | Add +72.0% | 41,924 | $5.2M |
| Cornerstone Planning Group LLC | 0.80% | Add +7.8% | 41,071 | $5.2M |
| Meridian Wealth Advisors, LLC | 0.71% | Add +0.1% | 41,804 | $5.2M |
| Avidian Wealth Enterprises, LLC | 0.19% | Reduce -8.1% | 41,794 | $5.2M |
| Harbor Investment Advisory, LLC | 0.38% | Add +12.1% | 41,369 | $5.1M |
| Elevation Point Wealth Partners, LLC | 0.25% | Add +599.7% | 41,345 | $5.1M |
| Asset Management Group, Inc. | 0.82% | Reduce -1.5% | 41,288 | $5.1M |
| Morris Financial Concepts, Inc. | 1.78% | Reduce -2.8% | 41,201 | $5.1M |
| Benjamin Edwards Inc. | 0.06% | Add +26.0% | 40,919 | $5.0M |
| Nwam LLC | 0.28% | Reduce -27.5% | 40,511 | $5.0M |
| Faithward Advisors, LLC | 0.73% | Add +3.4% | 40,665 | $5.0M |
| Dorsey & Whitney Trust CO LLC | 0.26% | No change | 40,228 | $5.0M |
| Mather Group, Llc. | 0.05% | Add +2.4% | 39,921 | $4.9M |
| Hopwood Nicholas Hunter | 1.59% | — | 39,755 | $4.9M |
| Valley Wealth Managers, Inc. | 0.31% | Reduce -4.0% | 39,736 | $4.9M |
| Integrity Advisory Solutions, LLC | 0.70% | Add +16.9% | 39,202 | $4.8M |
| Kingsview Wealth Management, LLC | 0.07% | Add +14.4% | 39,009 | $4.8M |
| Daymark Wealth Partners, LLC | 0.15% | Reduce -3.7% | 38,926 | $4.8M |
| Glenview Trust Co | 0.07% | Reduce -3.3% | 38,866 | $4.8M |
| Graves Light Lenhart Wealth, Inc. | 0.51% | Reduce -3.5% | 38,670 | $4.8M |
| Client 1ST Advisory Group, LLC | 1.49% | Add +6.5% | 38,612 | $4.8M |
| Smithfield Trust Co | 0.21% | Reduce -1.4% | 37,984 | $4.7M |
| Heck Capital Advisors, LLC | 0.35% | Add +6.0% | 37,903 | $4.7M |
| RTD Financial Advisors, Inc. | 0.56% | Reduce -11.0% | 37,545 | $4.6M |
| Sierra Capital LLC | 0.49% | No change | 37,532 | $4.6M |
| Mission Wealth Management, LP | 0.09% | Reduce -0.7% | 37,529 | $4.6M |
| Redwood Investment Management, LLC | 0.52% | Add +5.4% | 37,217 | $4.6M |
| SIMA Wealth Partners, LLC | 3.45% | Reduce -2.2% | 36,842 | $4.5M |
| SWP Financial LLC | 2.26% | Reduce -1.6% | 36,613 | $4.5M |
| Alongside, LLC | 1.50% | — | 36,536 | $4.5M |
| Great Point Wealth Advisors, LLC | 0.82% | No change | 36,522 | $4.5M |
| XML Financial, LLC | 0.37% | Reduce -23.1% | 36,434 | $4.5M |
| Rossmore Private Capital | 0.40% | Add +33.3% | 36,227 | $4.5M |
| Procyon Advisors, LLC | 0.22% | Add +0.4% | 36,153 | $4.5M |
| Private Advisory Group LLC | 0.35% | Reduce -4.2% | 36,102 | $4.4M |
| Valeo Financial Advisors, LLC | 0.10% | Reduce -4.4% | 36,082 | $4.4M |
| RCS Financial Planning, LLC | 1.91% | Add +5.3% | 35,922 | $4.4M |
| Magnus Financial Group LLC | 0.33% | Add +2.2% | 35,370 | $4.4M |
| Mason & Associates, LLC | 0.99% | Reduce -6.4% | 35,296 | $4.4M |
| First Horizon Corp. | 0.19% | Add +0.1% | 35,126 | $4.3M |
| Eastern Bank | 0.07% | Reduce -0.6% | 35,023 | $4.3M |
| Gables Capital Management Inc. | 1.82% | No change | 35,000 | $4.3M |
| Commonwealth Financial Services, LLC | 0.71% | Reduce -5.1% | 34,973 | $4.3M |
| Capital Investment Management, Inc. | 1.51% | — | 34,924 | $4.3M |
| CWC Advisors, LLC. | 2.06% | Add +0.7% | 34,668 | $4.3M |
| Arrow Investment Advisors, LLC | 4.70% | Reduce -2.6% | 34,325 | $4.2M |
| Stephens Inc. | 0.05% | Reduce -11.5% | 34,185 | $4.2M |
| Diversified Portfolios, Inc. | 0.35% | Reduce -2.9% | 33,998 | $4.2M |
| Gray Private Wealth, LLC | 2.05% | Reduce -4.3% | 33,993 | $4.2M |
| Haverford Trust Co | 0.04% | Reduce -1.9% | 33,988 | $4.2M |
| Sacks & Associates, LLC | 3.06% | — | 33,856 | $4.2M |
| Savvy Advisors, Inc. | 0.13% | Add +18.2% | 33,825 | $4.2M |
| S&co Inc. | 0.26% | No change | 33,695 | $4.2M |
| Redwood Wealth Management Group, LLC | 1.74% | Reduce -1.0% | 33,675 | $4.2M |
| WealthPoint Financial, LLC | 3.61% | — | 33,654 | $4.1M |
| Wealthgarden F.S. LLC | 2.73% | Add +2.6% | 33,348 | $4.1M |
| First Citizens Bank & Trust Co. | 0.09% | Add +9.1% | 33,601 | $4.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 33,506 | $4.1M |
| St. Louis Trust Co | 0.47% | No change | 33,500 | $4.1M |
| Southern Capital Advisors, LLC | 1.89% | Add +0.5% | 33,292 | $4.1M |
| Koshinski Asset Management, Inc. | 0.26% | Add +5.2% | 33,285 | $4.1M |
| Keystone Wealth Services, LLC | 0.86% | Add +1.9% | 33,251 | $4.1M |
| Chatterton & Associates Inc. | 3.49% | — | 33,091 | $4.1M |
| WBH Advisory Inc. | 0.30% | Reduce -0.0% | 32,958 | $4.1M |
| StoneCrest Wealth Management, Inc. | 1.63% | Add +2.4% | 32,721 | $4.0M |
| Peregrine Asset Advisers, Inc. | 1.13% | Reduce -1.2% | 32,536 | $4.0M |
| Bush Investment Group, LLC | 2.24% | Reduce -1.6% | 32,534 | $4.0M |
| Heritage Trust Co | 0.41% | Reduce -13.7% | 32,508 | $4.0M |
| Arwa LLC | 2.33% | — | 32,346 | $4.0M |
| Oxford Wealth Group, LLC | 1.94% | — | 32,341 | $4.0M |
| Matrix Private Capital Group LLC | 2.02% | Reduce -0.8% | 32,272 | $4.0M |
| Nottingham Advisors, Inc. | 0.55% | Reduce -3.1% | 32,186 | $4.0M |
| Vontobel Holding Ltd. | 0.01% | Reduce -2.2% | 32,044 | $3.9M |
| Calton & Associates, Inc. | 0.58% | Add +17.2% | 31,967 | $3.9M |
| Commonwealth Retirement Investments LLC | 1.27% | Add +6.5% | 31,866 | $3.9M |
| GenWealth Group, Inc. | 0.67% | Reduce -0.8% | 31,552 | $3.9M |
| Bouvel Investment Partners, LLC | 1.13% | Reduce -4.3% | 31,824 | $3.9M |
| LifePlan Investment Advisors, Inc. | 1.59% | Add +3.8% | 31,707 | $3.9M |
| Bessemer Group Inc. | 0.01% | Add +6.9% | 31,701 | $3.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.83% | Add +110.0% | 31,447 | $3.9M |
| Cary Street Partners Financial LLC | 0.10% | Reduce -0.7% | 31,407 | $3.9M |
| Hilltop Wealth Advisors, LLC | 1.94% | Reduce -4.9% | 31,369 | $3.9M |
| First Trust Advisors LP | 0.00% | Add +0.2% | 31,307 | $3.9M |
| Round Rock Advisors LLC | 0.58% | Add +0.4% | 31,302 | $3.9M |
| Howard Wealth Management, LLC | 1.68% | Reduce -2.8% | 31,199 | $3.8M |
| Carnegie Investment Counsel | 0.07% | Reduce -2.5% | 30,912 | $3.8M |
| Blalock Williams, LLC | 3.05% | Add +6.8% | 30,909 | $3.8M |
| Archer Investment Management, LLC | 2.05% | New | 30,897 | $3.8M |
| National Philanthropic Trust | 0.04% | Reduce -27.6% | 30,838 | $3.8M |
| Absolute Capital Management, LLC | 1.37% | Add +67.4% | 30,479 | $3.8M |
| Sound Income Strategies, LLC | 0.18% | Reduce -3.6% | 30,205 | $3.7M |
| Venturi Wealth Management, LLC | 0.17% | Reduce -2.1% | 30,359 | $3.7M |
| Matthew Goff Investment Advisor, LLC | 0.66% | Reduce -1.1% | 30,353 | $3.7M |
| Pathway Financial Advisors LLC | 0.47% | Reduce -0.8% | 29,906 | $3.7M |
| JT Stratford LLC | 0.48% | Reduce -19.5% | 30,185 | $3.7M |
| Hilltop National Bank | 0.90% | Reduce -0.1% | 30,131 | $3.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.22% | Add +7.0% | 29,986 | $3.7M |
| Quantum Portfolio Management LLC | 1.62% | Reduce -50.1% | 29,733 | $3.7M |
| Kovack Advisors, Inc. | 0.17% | Add +133.9% | 29,722 | $3.7M |
| Alterna Wealth Management, Inc. | 3.05% | Add +11.7% | 29,688 | $3.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.21% | Reduce -88.6% | 29,600 | $3.6M |
| BridgePort Financial Solutions, LLC | 0.97% | Reduce -3.1% | 29,382 | $3.6M |
| Kohmann Bosshard Financial Services, LLC | 0.33% | No change | 29,167 | $3.6M |
| Hirtle & Co., LLC | 0.14% | Reduce -4.0% | 29,162 | $3.6M |
| 5T Wealth, LLC | 1.43% | Add +2.3% | 29,124 | $3.6M |
| Capital Asset Managemnet, LLC | 3.98% | — | 28,520 | $3.6M |
| Madrona Financial Services, LLC | 0.77% | Reduce -6.4% | 29,096 | $3.6M |
| Transcend Capital Advisors, LLC | 0.28% | Reduce -19.9% | 29,026 | $3.6M |
| Nolet Wealth Management, LLC | 1.99% | — | 28,970 | $3.6M |
| Choate Investment Advisors | 0.07% | Reduce -0.7% | 28,871 | $3.6M |
| Baron Wealth Management LLC | 1.09% | Add +0.1% | 28,825 | $3.6M |
| Private Trust Co. NA | 0.31% | Reduce -4.4% | 28,780 | $3.5M |
| waypoint wealth counsel | 1.29% | Reduce -0.3% | 28,582 | $3.5M |
| WealthPlan Investment Management, LLC | 0.22% | Reduce -4.9% | 28,578 | $3.5M |
| Stratos Wealth Advisors, LLC | 0.17% | Reduce -21.8% | 28,573 | $3.5M |
| BCU Wealth Advisors, LLC | 1.35% | Reduce -2.0% | 28,523 | $3.5M |
| Florin Court Capital LLP | 4.88% | Reduce -68.8% | 28,400 | $3.5M |
| Truepoint, Inc. | 0.08% | Reduce -0.0% | 28,399 | $3.5M |
| FORM Wealth Advisors, LLC | 0.41% | — | 28,252 | $3.5M |
| Spirepoint Private Client, LLC | 0.33% | Reduce -0.1% | 28,237 | $3.5M |
| JMG Financial Group, Ltd. | 0.10% | Add +0.5% | 28,132 | $3.5M |
| Mattern Wealth Management LLC | 0.67% | Reduce -1.7% | 28,128 | $3.5M |
| Rogco, LP | 1.15% | No change | 28,125 | $3.5M |
| Eclectic Associates Inc. | 0.54% | Reduce -45.7% | 28,114 | $3.5M |
| Saxony Capital Management, LLC | 2.12% | Reduce -26.0% | 28,020 | $3.5M |
| Trustmark Bank Trust Department | 0.22% | No change | 28,014 | $3.5M |
| Sage Investment Advisers LLC | 2.59% | — | 28,001 | $3.5M |
| Arete Wealth Advisors, LLC | 0.24% | Reduce -17.1% | 27,936 | $3.4M |
| Rhumbline Advisers | 0.00% | No change | 27,880 | $3.4M |
| M Holdings Securities, Inc. | 0.24% | New | 27,742 | $3.4M |
| Asset Allocation Strategies LLC | 0.63% | Reduce -7.3% | 27,711 | $3.4M |
| 2UniFi Bank | 1.62% | Add +6.0% | 27,625 | $3.4M |
| NewEdge Wealth, LLC | 0.04% | Add +4.3% | 27,603 | $3.4M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -3.2% | 27,481 | $3.4M |
| Boston Family Office LLC | 0.21% | No change | 27,399 | $3.4M |
| Marks Group Wealth Management, Inc | 0.32% | Add +32.1% | 27,385 | $3.4M |
| Interchange Capital Partners, LLC | 0.62% | Reduce -0.7% | 27,252 | $3.4M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -0.2% | 27,046 | $3.3M |
| Financial & Tax Architects, LLC | 0.75% | Add +122.9% | 26,987 | $3.3M |
| Cadence Bank | 0.19% | Reduce -0.0% | 26,964 | $3.3M |
| Unify Financial Advisors | 3.47% | — | 26,950 | $3.3M |
| Roman Butler Fullerton & Co. | 0.87% | Reduce -20.4% | 26,930 | $3.3M |
| Atlas Brown,Inc. | 0.98% | Reduce -1.3% | 26,636 | $3.3M |
| Brown Brothers Harriman & Co. | 0.02% | Reduce -42.0% | 26,625 | $3.3M |
| Essex Financial Services, Inc. | 0.19% | Reduce -6.3% | 26,612 | $3.3M |
| Decker Wealth Management LLC | 0.72% | — | 26,444 | $3.3M |
| Lifestyle Asset Management, Inc. | 1.06% | Add +419.7% | 26,438 | $3.3M |
| Alta Wealth Advisors LLC | 1.09% | Add +44.0% | 26,418 | $3.3M |
| Retirement Income Solutions, Inc. | 0.55% | Reduce -0.2% | 26,284 | $3.2M |
| Breakwater Capital Group | 0.45% | Reduce -0.8% | 26,138 | $3.2M |
| Colorado Capital Management, Inc. | 1.21% | Add +0.3% | 26,076 | $3.2M |
| EverSource Wealth Advisors, LLC | 0.12% | Reduce -8.2% | 26,037 | $3.2M |
| Ramiah Investment Group | 2.78% | Reduce -11.7% | 25,993 | $3.2M |
| LPWM LLC | 0.80% | Add +26.4% | 25,850 | $3.2M |
| Coign Capital Advisors LLC | 1.67% | Add +2.1% | 25,830 | $3.2M |
| Montecito Bank & Trust | 0.51% | No change | 25,789 | $3.2M |
| Tme Financial, Inc. | 2.23% | Reduce -41.3% | 25,723 | $3.2M |
| Adirondack Capital Advisors, LLC | 2.13% | — | 25,722 | $3.2M |
| COFG Advisors, LLC | 0.78% | — | 25,630 | $3.2M |
| Fisher Asset Management | 0.00% | Add +54.6% | 25,627 | $3.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.36% | Reduce -1.4% | 25,616 | $3.2M |
| Money Concepts Capital Corp. | 0.18% | Reduce -2.8% | 25,581 | $3.2M |
| Asempa Wealth Advisors | 2.72% | — | 25,571 | $3.2M |
| Key Financial Inc | 0.57% | Reduce -2.1% | 25,536 | $3.1M |
| QRG Capital Management, Inc. | 0.04% | Add +17.9% | 25,511 | $3.1M |
| Capital Advantage, Inc. | 0.42% | Add +40.9% | 25,498 | $3.1M |
| Regimen Wealth, LLC | 0.91% | Reduce -0.7% | 25,344 | $3.1M |
| Dorsey Wright & Associates | 0.68% | Add +1.6% | 25,275 | $3.1M |
| Private Wealth Asset Management, LLC | 0.34% | Add +0.0% | 25,241 | $3.1M |
| Yukon Wealth Management, Inc. | 1.79% | Add +2.6% | 25,844 | $3.1M |
| J.M. Arbour, LLC | 3.09% | — | 25,118 | $3.1M |
| Fonville Wealth Management LLC | 0.63% | No change | 25,058 | $3.1M |
| Laffer Tengler Investments, Inc. | 0.54% | No change | 24,844 | $3.1M |
| MFA Wealth Services | 2.06% | Reduce -0.1% | 24,792 | $3.1M |
| Ballentine Partners, LLC | 0.04% | Add +4.6% | 24,639 | $3.0M |
| Tactive Advisors, LLC | 0.89% | Add +1.5% | 24,576 | $3.0M |
| Town Capital LLC | 2.46% | — | 24,433 | $3.0M |
| Hudson Capital Management LLC | 0.78% | Reduce -0.1% | 24,427 | $3.0M |
| ORG Partners LLC | 0.54% | Add +23.3% | 24,400 | $3.0M |
| Earned Wealth Advisors, LLC | 0.21% | Add +3.1% | 24,361 | $3.0M |
| Certified Advisory Corp | 0.27% | Reduce -2.4% | 24,334 | $3.0M |
| Vanguard Group Inc. | 0.00% | Reduce -1.8% | 24,246 | $3.0M |
| Northwest Bancshares, Inc. | 0.58% | Reduce -0.9% | 24,224 | $3.0M |
| XY Planning Network, Inc. | 0.52% | New | 24,142 | $3.0M |
| Tripletail Wealth Management, LLC | 3.76% | Add +200483.3% | 24,070 | $3.0M |
| International Assets Investment Management, LLC | 0.20% | Add +6.1% | 24,058 | $3.0M |
| Invesco Ltd. | 0.00% | New | 23,953 | $3.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -4.9% | 23,768 | $2.9M |
| National Bank of Canada | 0.00% | Reduce -0.6% | 23,667 | $2.9M |
| Whittier Trust Co. | 0.03% | Add +29.2% | 23,296 | $2.9M |
| Summit Financial, LLC | 0.04% | Reduce -36.0% | 23,444 | $2.9M |
| Power Wealth Management LLC | 1.02% | Reduce -3.4% | 23,438 | $2.9M |
| Joel Isaacson & Co., LLC | 0.09% | Add +0.0% | 23,250 | $2.9M |
| Dentgroup LLC | 1.96% | Reduce -2.7% | 23,202 | $2.9M |
| Clearview Wealth Advisors LLC | 1.81% | Reduce -1.4% | 23,194 | $2.9M |
| Creative Financial Designs Inc. | 0.18% | Reduce -0.2% | 23,065 | $2.8M |
| Park Place Capital Corp | 0.59% | Reduce -6.1% | 23,048 | $2.8M |
| HBK Sorce Advisory LLC | 0.06% | Add +1.6% | 23,140 | $2.8M |
| Lakeshore Financial Planning, Inc. | 1.00% | Add +5.5% | 22,722 | $2.8M |
| CCG Wealth Management, LLC | 1.20% | No change | 22,629 | $2.8M |
| Diversified Management Inc. | 0.65% | — | 22,588 | $2.8M |
| Forum Financial Management, LP | 0.04% | Add +4.0% | 22,527 | $2.8M |
| 17 Capital Partners, LLC | 1.44% | Reduce -27.0% | 22,526 | $2.8M |
| OMNI 360 Wealth, Inc. | 1.42% | Reduce -7.7% | 22,487 | $2.8M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Reduce -0.5% | 22,496 | $2.8M |
| Rwa Wealth Partners, LLC | 0.03% | Add +44.8% | 22,394 | $2.8M |
| Alerus Financial NA | 0.13% | Reduce -1.8% | 22,097 | $2.7M |
| Operose Advisors LLC | 0.63% | Add +0.6% | 22,065 | $2.7M |
| AMG National Trust Bank | 0.06% | Reduce -18.7% | 22,025 | $2.7M |
| Stablepoint Partners, LLC | 0.42% | Add +0.6% | 21,750 | $2.7M |
| Signal Advisors Wealth, LLC | 0.21% | Reduce -1.7% | 21,738 | $2.7M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Add +15.0% | 21,454 | $2.7M |
| BIP Wealth, LLC | 0.09% | Add +21.5% | 21,657 | $2.7M |
| Cassilly Financial Group LLC | 2.35% | — | 21,546 | $2.7M |
| Evanson Asset Management, LLC | 0.14% | Add +0.3% | 21,423 | $2.6M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.39% | Add +97.0% | 21,158 | $2.6M |
| Capital Square, LLC | 1.34% | Reduce -0.9% | 21,352 | $2.6M |
| Sprinkle Financial Consultants LLC | 1.33% | Reduce -4.1% | 21,194 | $2.6M |
| Corundum Group, Inc. | 0.88% | Add +3.3% | 21,180 | $2.6M |
| Northland Securities, Inc. | 2.50% | — | 21,120 | $2.6M |
| Lighthouse Financial LLC | 1.70% | Reduce -4.5% | 21,118 | $2.6M |
| American Trust | 0.22% | Add +100.8% | 21,104 | $2.6M |
| Renasant Bank | 1.76% | Reduce -4.2% | 21,097 | $2.6M |
| Comprehensive Financial Planning, Inc. | 1.71% | Add +5.5% | 20,969 | $2.6M |
| Fairvoy Private Wealth, LLC | 0.58% | Reduce -1.4% | 20,839 | $2.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +0.8% | 20,714 | $2.6M |
| RiverFront Investment Group, LLC | 0.04% | Add +0.2% | 20,688 | $2.6M |
| Nicolet Advisory Services, LLC | 0.17% | No change | 20,367 | $2.5M |
| Allstreet Capital Advisors LLC | 1.83% | — | 20,552 | $2.5M |
| Axis Wealth Partners, LLC | 1.39% | Reduce -18.5% | 20,487 | $2.5M |
| Kaydan Wealth Management, Inc. | 0.73% | Add +0.1% | 20,437 | $2.5M |
| Beacon Capital Management, LLC | 0.39% | Add +12.7% | 20,408 | $2.5M |
| Merkkuri Wealth Advisors LLC | 1.71% | Reduce -2.7% | 20,356 | $2.5M |
| Prosperity Planning, Inc. | 0.93% | Reduce -19.4% | 20,263 | $2.5M |
| Hicks Capital Management LLC | 2.51% | Reduce -0.0% | 20,248 | $2.5M |
| Pinnacle Financial Group, LLC / IL | 0.72% | No change | 20,207 | $2.5M |
| Bawa N Mallick Trust | 0.92% | No change | 20,200 | $2.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.33% | No change | 20,200 | $2.5M |
| Rathbones Group PLC | 0.01% | No change | 20,200 | $2.5M |
| Squarepoint Ops LLC | 0.01% | Add +246.5% | 20,159 | $2.5M |
| Sovereign Financial Group, Inc. | 0.44% | Reduce -1.9% | 20,066 | $2.5M |
| Bernardo Wealth Planning LLC | 0.47% | Reduce -0.8% | 20,014 | $2.5M |
| Novem Group | 0.29% | Add +6.0% | 19,999 | $2.5M |
| Security National Bank | 0.35% | Add +28.6% | 19,933 | $2.5M |
| First Western Trust Bank | 0.12% | No change | 19,886 | $2.5M |
| Navis Wealth Advisors, LLC | 1.03% | Add +0.4% | 19,759 | $2.4M |
| Marietta Wealth Management, LLC | 0.28% | Reduce -1.3% | 19,742 | $2.4M |
| Evoke Wealth, LLC | 0.05% | Add +17.8% | 19,699 | $2.4M |
| ETF Portfolio Partners, Inc. | 0.63% | Add +8.3% | 19,668 | $2.4M |
| Freestone Capital Holdings, LLC | 0.07% | Add +0.0% | 19,551 | $2.4M |
| Curi Capital, LLC | 0.04% | Add +0.3% | 19,536 | $2.4M |
| Crusonia Wealth Advisors LLC | 0.53% | — | 19,485 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.12% | Reduce -4.1% | 19,468 | $2.4M |
| Beacon Financial Advisory LLC | 0.56% | Add +0.3% | 19,446 | $2.4M |
| Sutton Place Investors LLC | 1.31% | Reduce -4.0% | 19,420 | $2.4M |
| Index Technologies Group LLC | 2.49% | — | 19,344 | $2.4M |
| MBA Advisors LLC | 0.96% | Reduce -2.2% | 19,335 | $2.4M |
| Advisors Capital Management, LLC | 0.03% | Add +16.6% | 19,250 | $2.4M |
| Bailard, Inc. | 0.05% | Reduce -4.1% | 19,164 | $2.4M |
| Bellwether Advisors, LLC | 0.38% | Add +10.6% | 19,156 | $2.4M |
| WealthTrak Capital Management LLC | 1.69% | Add +4.3% | 19,140 | $2.4M |
| Beacon Advisors Holdings, LLC | 1.21% | — | 18,673 | $2.3M |
| Fiduciary Alliance LLC | 0.15% | Reduce -1.2% | 18,663 | $2.3M |
| Tsfg, LLC | 0.34% | Reduce -0.4% | 18,650 | $2.3M |
| Golden State Wealth Management, LLC | 0.24% | Add +13.1% | 18,645 | $2.3M |
| KPP Advisory Services LLC | 0.33% | Reduce -35.4% | 18,575 | $2.3M |
| Cornell Pochily Investment Advisors, Inc. | 0.66% | Add +0.0% | 18,520 | $2.3M |
| Focused Alpha, LLC | 0.67% | — | 18,516 | $2.3M |
| Whitcomb & Hess, Inc. | 0.54% | Reduce -0.2% | 18,227 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +3.0% | 18,421 | $2.3M |
| Uptick Partners, LLC | 0.48% | Reduce -4.7% | 18,399 | $2.3M |
| Accelerate Investment Advisors LLC | 1.52% | Add +1.2% | 18,347 | $2.3M |
| Klaas Financial Asset Advisors, LLC | 0.33% | Reduce -4.1% | 18,309 | $2.3M |
| WealthCare Asset Management, LLC | 2.07% | — | 18,496 | $2.2M |
| Raleigh Capital Management Inc. | 0.81% | Add +4.0% | 18,138 | $2.2M |
| Flputnam Investment Management Co. | 0.03% | Add +8.3% | 18,066 | $2.2M |
| Confluence Wealth Services, Inc. | 0.09% | Reduce -2.2% | 18,019 | $2.2M |
| First Commonwealth Financial Corp | 0.37% | Reduce -0.5% | 18,018 | $2.2M |
| Hopwood Financial Services, Inc. | 1.56% | Reduce -0.1% | 17,938 | $2.2M |
| United Advisor Group, LLC | 0.28% | Add +246.2% | 17,862 | $2.2M |
| Ullmann Wealth Partners Group, LLC | 0.23% | No change | 17,587 | $2.2M |
| Bensler, LLC | 0.22% | Reduce -12.3% | 17,797 | $2.2M |
| HM Payson & Co. | 0.03% | Reduce -1.2% | 17,775 | $2.2M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -98.0% | 17,760 | $2.2M |
| Fortis Capital Advisors, LLC | 0.32% | Reduce -2.4% | 17,726 | $2.2M |
| Emergent Wealth Advisors, LLC | 1.23% | Reduce -7.7% | 17,712 | $2.2M |
| Marino, Stram & Associates LLC | 0.39% | Reduce -1.9% | 17,642 | $2.2M |
| Integrated Wealth Management | 2.44% | — | 17,602 | $2.2M |
| Prudential PLC | 0.02% | Add +665.2% | 17,600 | $2.2M |
| Vantus Wealth LLC | 1.60% | — | 17,566 | $2.2M |
| True Link Financial Advisors, LLC | 0.13% | Reduce -16.6% | 17,554 | $2.2M |
| Expressive Wealth LLC | 2.33% | — | 17,526 | $2.2M |
| Madrid Wealth Management, LLC | 1.75% | — | 17,520 | $2.2M |
| Manchester Capital Management LLC | 0.29% | No change | 17,492 | $2.2M |
| Tempus Wealth Planning, LLC | 0.49% | Add +2.0% | 17,480 | $2.2M |
| Hazlett, Burt & Watson, Inc. | 0.69% | Add +16.0% | 17,393 | $2.1M |
| Heritage Financial Services, LLC | 0.18% | Reduce -7.4% | 17,172 | $2.1M |
| Awm Capital, LLC | 0.19% | Add +0.0% | 17,125 | $2.1M |
| Investment Management Corp. /Va/ | 1.77% | Reduce -0.9% | 17,098 | $2.1M |
| Harvest Investment Services, LLC | 0.39% | Reduce -4.6% | 16,976 | $2.1M |
| Market Street Wealth Management Advisors LLC | 0.33% | No change | 16,965 | $2.1M |
| American Investment Services, Inc. | 0.48% | Reduce -11.0% | 16,817 | $2.1M |
| First Command Advisory Services, Inc. | 0.01% | No change | 16,693 | $2.1M |
| Essex Bank | 0.44% | Reduce -0.5% | 16,648 | $2.1M |
| Wealth Enhancement Trust Services, Inc. | 0.26% | — | 16,644 | $2.1M |
| Syntegra Private Wealth Group, LLC | 0.19% | Reduce -0.2% | 16,538 | $2.0M |
| Helium Advisors LLC | 2.06% | Reduce -1.5% | 16,523 | $2.0M |
| McGlone Suttner Wealth Management, Inc. | 0.27% | Reduce -0.1% | 16,500 | $2.0M |
| Dominguez Wealth Management Solutions, Inc. | 1.24% | Add +1.6% | 16,471 | $2.0M |
| REDW Wealth LLC | 0.77% | No change | 16,453 | $2.0M |
| VestGen Investment Management | 1.12% | Reduce -3.1% | 16,434 | $2.0M |
| Venture Visionary Partners LLC | 0.07% | Reduce -1.8% | 16,432 | $2.0M |
| Finley Financial, LLC | 0.93% | No change | 16,420 | $2.0M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -5.9% | 16,401 | $2.0M |
| Richmond Investment Services, LLC | 0.35% | Add +6.3% | 16,370 | $2.0M |
| Optivise Advisory Services LLC | 1.16% | Reduce -7.0% | 16,343 | $2.0M |
| Alpha Cubed Investments, LLC | 0.07% | Add +4.4% | 16,305 | $2.0M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -2.5% | 16,282 | $2.0M |
| SlateStone Wealth, LLC | 0.17% | Add +1.4% | 16,260 | $2.0M |
| Next Level Private LLC | 0.52% | Reduce -0.7% | 16,247 | $2.0M |
| PACK Private Wealth, LLC | 0.91% | Reduce -3.9% | 16,203 | $2.0M |
| First Citizens Financial Corp | 0.99% | Reduce -5.8% | 16,195 | $2.0M |
| Partners Wealth Management, LLC | 2.08% | Reduce -0.2% | 16,189 | $2.0M |
| Aegis Wealth Management, Inc. | 1.57% | — | 16,178 | $2.0M |
| Bowman & Co S.C. | 0.83% | Reduce -4.8% | 15,995 | $2.0M |
| Perennial Investment Advisors, LLC | 0.16% | Reduce -3.2% | 15,982 | $2.0M |
| Two West Capital Advisors LLC | 1.14% | Add +5.8% | 15,981 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -13.2% | 15,938 | $2.0M |
| Strategies Wealth Advisors, LLC | 0.20% | Reduce -4.2% | 15,913 | $2.0M |
| Sendero Wealth Management, LLC | 0.22% | Add +0.0% | 15,869 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -4.0% | 15,868 | $2.0M |
| Empower Advisory Group, LLC | 0.01% | Add +24.9% | 15,828 | $2.0M |
| Pinnacle Bancorp, Inc. | 0.57% | Add +0.2% | 15,806 | $1.9M |
| Madison Wealth Partners, Inc | 0.36% | Add +146.3% | 15,800 | $1.9M |
| Wedbush Securities Inc. | 0.06% | Add +4.9% | 15,691 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Add +48.0% | 15,648 | $1.9M |
| Deutsche Bank AG | 0.00% | Add +17.9% | 15,630 | $1.9M |
| Aprio Wealth Management, LLC | 0.11% | Reduce -3.4% | 15,616 | $1.9M |
| Grey Ledge Advisors, LLC | 0.44% | Add +1.0% | 15,612 | $1.9M |
| Towerpoint Wealth, LLC | 0.76% | Add +1.6% | 15,565 | $1.9M |
| Aspire Private Capital, LLC | 0.43% | Reduce -15.2% | 15,552 | $1.9M |
| Legacy Advisors, LLC | 0.21% | No change | 15,552 | $1.9M |
| Eagle Strategies LLC | 0.24% | No change | 15,548 | $1.9M |
| Signaturefd, LLC | 0.03% | Add +15.4% | 15,426 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Add +8.9% | 15,390 | $1.9M |
| Becker Capital Management Inc. | 0.05% | Reduce -22.8% | 15,311 | $1.9M |
| GTS Securities LLC | 0.06% | Reduce -8.3% | 15,162 | $1.9M |
| Zhang Financial LLC | 0.07% | Reduce -3.8% | 15,136 | $1.9M |
| Hutchens & Kramer Investment Management Group, LLC | 0.64% | Reduce -2.6% | 15,123 | $1.9M |
| Atlatl Advisers LLC | 0.71% | Add +7.0% | 15,058 | $1.9M |
| Fiducient Advisors LLC | 0.23% | Reduce -1.1% | 15,039 | $1.9M |
| Verity Asset Management, Inc. | 0.80% | Reduce -47.6% | 15,026 | $1.9M |
| Transamerica Financial Advisors, LLC | 0.15% | Add +76.2% | 14,922 | $1.8M |
| Burkett Financial Services, LLC | 0.63% | Reduce -10.4% | 14,906 | $1.8M |
| Clarity Asset Management, Inc. | 1.01% | Add +0.1% | 14,890 | $1.8M |
| Howard Capital Management Group, LLC | 0.12% | Reduce -0.3% | 14,800 | $1.8M |
| Synergy Investment Management, LLC | 0.65% | Add +19.3% | 14,800 | $1.8M |
| Betterment LLC | 0.00% | Add +20.8% | 14,795 | $1.8M |
| Westmount Partners, LLC | 0.45% | Add +0.0% | 14,720 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.3% | 14,633 | $1.8M |
| Caliber Wealth Management, LLC / KS | 0.19% | Add +6.9% | 14,623 | $1.8M |
| BBR Partners, LLC | 0.10% | Add +3.4% | 14,574 | $1.8M |
| Argent Advisors, Inc. | 0.50% | Add +6.9% | 14,549 | $1.8M |
| Leslie Global Wealth, LLC | 0.81% | Add +159.3% | 14,527 | $1.8M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -3.4% | 14,470 | $1.8M |
| Insigneo Advisory Services, LLC | 0.13% | Add +33.0% | 14,417 | $1.8M |
| Highland Capital Management, LLC | 0.09% | Reduce -0.3% | 14,382 | $1.8M |
| Angeles Wealth Management, LLC | 0.10% | Add +62.1% | 14,345 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.48% | Add +97.4% | 14,342 | $1.8M |
| Maripau Wealth Management LLC | 0.81% | Reduce -2.1% | 14,313 | $1.8M |
| Inspirion Wealth Advisors, LLC | 0.21% | Reduce -4.9% | 14,233 | $1.8M |
| Cornerstone Advisory, LLC | 0.17% | Reduce -0.5% | 14,086 | $1.7M |
| Progressive Investment Management Corp | 0.41% | No change | 14,000 | $1.7M |
| CENTRAL TRUST Co | 0.03% | Reduce -5.0% | 13,962 | $1.7M |
| World Equity Group, Inc. | 0.48% | Reduce -21.2% | 13,918 | $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 | 0.54% | Add +0.4% | 13,839 | $1.7M |
| Insight Advisors, LLC/ PA | 0.26% | Reduce -0.8% | 13,821 | $1.7M |
| Vision Retirement, LLC | 0.45% | — | 13,755 | $1.7M |
| White Pine Capital LLC | 0.46% | Reduce -3.3% | 13,709 | $1.7M |
| Avantra Family Wealth, Inc. | 1.22% | Add +0.2% | 13,678 | $1.7M |
| Parkway Wealth Management Group, LLC | 0.23% | — | 13,641 | $1.7M |
| Chapin Davis, Inc. | 0.39% | Add +0.0% | 13,573 | $1.7M |
| LongView Wealth Management | 0.40% | Add +25.3% | 13,355 | $1.7M |
| Resurgent Financial Advisors LLC | 0.84% | Add +2.5% | 13,547 | $1.7M |
| Burke & Herbert Bank & Trust Co. | 0.46% | Reduce -24.8% | 13,526 | $1.7M |
| Winthrop Capital Management, LLC | 0.39% | Reduce -0.2% | 13,462 | $1.7M |
| Sandbox Financial Partners, LLC | 0.46% | Add +0.5% | 13,457 | $1.7M |
| Tritonpoint Wealth, LLC | 0.17% | Add +13.3% | 13,455 | $1.7M |
| FSC Wealth Advisors, LLC | 2.69% | Reduce -63.1% | 13,446 | $1.7M |
| Bank of Hawaii | 0.08% | No change | 13,366 | $1.6M |
| South Plains Financial, Inc. | 0.98% | No change | 13,365 | $1.6M |
| Simmons Bank | 0.11% | Add +1.1% | 13,247 | $1.6M |
| Gemmer Asset Management LLC | 0.12% | Add +20.9% | 13,138 | $1.6M |
| Riversedge Advisors, LLC | 0.26% | Reduce -0.6% | 13,065 | $1.6M |
| AdvisorNet Financial, Inc | 0.09% | Reduce -0.1% | 13,063 | $1.6M |
| Summit Financial Strategies, Inc. | 0.13% | Add +0.1% | 13,019 | $1.6M |
| Buck Wealth Strategies, LLC | 0.20% | Reduce -23.6% | 13,019 | $1.6M |
| Sageworth Trust Co | 0.07% | No change | 13,000 | $1.6M |
| Quadrant Capital Group LLC | 0.05% | No change | 12,995 | $1.6M |
| West Paces Advisors Inc. | 0.31% | Add +13.7% | 12,907 | $1.6M |
| Renaissance Technologies | 0.00% | New | 12,900 | $1.6M |
| Cambridge Capital Management, LLC | 0.71% | Reduce -0.5% | 12,785 | $1.6M |
| Silver Grove Financial Group, Inc. | 1.36% | No change | 13,053 | $1.6M |
| Veracity Capital LLC | 0.47% | Reduce -9.0% | 12,768 | $1.6M |
| Morton Capital Management LLC | 0.24% | Add +4.9% | 12,607 | $1.6M |
| Cadinha & Co. LLC | 0.24% | No change | 12,580 | $1.6M |
| Catalina Capital Group, LLC | 0.95% | Add +1.7% | 12,557 | $1.5M |
| Wealth Watch Advisors, INC | 0.57% | Add +0.2% | 12,547 | $1.5M |
| Enclave Advisors LLC | 0.22% | No change | 12,503 | $1.5M |
| Intesa Sanpaolo Wealth Management | 0.32% | — | 12,500 | $1.5M |
| New England Private Wealth Advisors LLC | 0.19% | Add +0.1% | 12,458 | $1.5M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -3.5% | 12,423 | $1.5M |
| Johnson Financial Group, Inc. | 0.06% | No change | 12,416 | $1.5M |
| CVA Family Office, LLC | 0.17% | No change | 12,315 | $1.5M |
| Bucket List Wealth Management, LLC | 0.91% | — | 12,306 | $1.5M |
| Washington Trust Bank | 0.11% | Add +17.6% | 12,304 | $1.5M |
| Cornerstone Wealth Group, LLC | 0.10% | Reduce -2.8% | 12,301 | $1.5M |
| SOL Capital Management CO | 0.14% | Add +0.0% | 12,258 | $1.5M |
| Highview Capital Management LLC | 0.53% | Reduce -6.5% | 12,177 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +20.4% | 12,131 | $1.5M |
| Institute for Wealth Management, LLC. | 0.16% | Reduce -45.2% | 12,122 | $1.5M |
| Bison Wealth, LLC | 0.17% | Reduce -53.5% | 13,087 | $1.5M |
| MKT Advisors LLC | 0.51% | No change | 12,062 | $1.5M |
| Intrust Bank NA | 0.12% | Reduce -46.7% | 12,112 | $1.5M |
| Greenspring Advisors, LLC | 0.09% | Add +616.9% | 12,044 | $1.5M |
| Canopy Partners, LLC | 0.48% | No change | 12,036 | $1.5M |
| Arcadia Investment Advisors LLC | 0.69% | Reduce -1.0% | 12,028 | $1.5M |
| 1ST Source Bank | 0.08% | Reduce -18.8% | 11,957 | $1.5M |
| Wesbanco Bank Inc. | 0.04% | Reduce -7.1% | 11,949 | $1.5M |
| FWG Investments, LLC. | 0.94% | Add +20.7% | 11,923 | $1.5M |
| Vantage Point Financial LLC | 0.52% | Add +140.8% | 11,899 | $1.5M |
| Balboa Wealth Partners | 0.24% | Reduce -1.0% | 11,898 | $1.5M |
| Integrated Investment Consultants, LLC | 0.29% | Reduce -16.3% | 11,885 | $1.5M |
| Tiemann Investment Advisors, LLC | 0.57% | Add +0.6% | 11,855 | $1.5M |
| Albion Financial Group | 0.09% | Reduce -2.8% | 11,820 | $1.5M |
| TCV Trust & Wealth Management, Inc. | 0.12% | No change | 11,796 | $1.5M |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -31.1% | 11,759 | $1.4M |
| Friday Financial | 0.51% | No change | 11,744 | $1.4M |
| Lifeworks Advisors, LLC | 0.19% | Add +11.9% | 11,714 | $1.4M |
| Latitude Advisors, LLC | 0.63% | Add +6.8% | 11,663 | $1.4M |
| Daybright Advisory Services, Inc. | 0.38% | — | 11,644 | $1.4M |
| Texas Yale Capital Corp. | 0.04% | No change | 11,600 | $1.4M |
| Semus Wealth Partners LLC | 0.77% | Add +4.3% | 11,589 | $1.4M |
| SK Wealth Management, LLC | 0.40% | Reduce -2.7% | 11,431 | $1.4M |
| Kessler Investment Group, LLC | 0.60% | Reduce -5.6% | 11,583 | $1.4M |
| LifeSteps Financial, Inc. | 0.91% | Reduce -0.7% | 11,547 | $1.4M |
| GWN Securities Inc. | 0.29% | Add +18.1% | 11,505 | $1.4M |
| Moss Adams Wealth Advisors LLC | 0.10% | No change | 11,468 | $1.4M |
| Frisch Financial Group, Inc. | 0.32% | Add +81.0% | 11,453 | $1.4M |
| Churchill Financial Advisors, LLC | 0.43% | — | 11,378 | $1.4M |
| Rothschild Investment LLC | 0.08% | Reduce -6.6% | 11,365 | $1.4M |
| Mma Asset Management LLC | 0.50% | Reduce -0.1% | 11,344 | $1.4M |
| Krilogy Financial LLC | 0.05% | Reduce -3.5% | 11,236 | $1.4M |
| Beacon Bridge Wealth Partners, LLC | 0.46% | Reduce -1.4% | 11,318 | $1.4M |
| Pitcairn Wealth Advisors LLC | 0.13% | — | 11,317 | $1.4M |
| Flagship Private Wealth, LLC | 0.55% | Add +0.5% | 11,281 | $1.4M |
| Columbia River Financial Group, LLC | 0.85% | Reduce -1.2% | 11,225 | $1.4M |
| Greenwood Gearhart LLC | 0.08% | Reduce -8.2% | 11,209 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +24.0% | 11,154 | $1.4M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.31% | Reduce -1.5% | 11,070 | $1.4M |
| C2C Wealth Management, LLC | 1.15% | Reduce -1.4% | 11,052 | $1.4M |
| CFM Wealth Partners LLC | 0.20% | Reduce -4.3% | 11,022 | $1.4M |
| Continuum Advisory, LLC | 0.14% | Add +13.9% | 10,982 | $1.4M |
| First National Bank Sioux Falls | 0.40% | No change | 10,967 | $1.4M |
| Crewe Advisors LLC | 0.12% | Add +106.7% | 10,909 | $1.3M |
| Taylor Financial Group, Inc. | 0.79% | No change | 10,856 | $1.3M |
| GatePass Capital, LLC | 0.70% | Add +39.0% | 10,847 | $1.3M |
| Facet Wealth, Inc. | 0.02% | Add +8.2% | 10,642 | $1.3M |
| Oxinas Partners, LLC | 0.64% | Reduce -5.6% | 10,845 | $1.3M |
| Aurora Private Wealth, Inc. | 0.88% | — | 10,844 | $1.3M |
| Xcelsior Advisor Partners LLC | 0.65% | — | 10,810 | $1.3M |
| Idaho Trust Co | 0.44% | Reduce -7.5% | 10,760 | $1.3M |
| Cooper Financial Group | 0.14% | Reduce -9.0% | 10,756 | $1.3M |
| LaSalle St. Investment Advisors, LLC | 0.21% | Reduce -2.7% | 10,715 | $1.3M |
| Hollencrest Capital Management | 0.05% | No change | 10,645 | $1.3M |
| Stockman Wealth Management, Inc. | 0.15% | Reduce -0.6% | 10,629 | $1.3M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -3.2% | 10,611 | $1.3M |
| Ofc Financial Planning, LLC | 1.24% | No change | 10,598 | $1.3M |
| Private Wealth Management Group, LLC | 0.35% | Add +8.0% | 10,548 | $1.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -9.8% | 10,500 | $1.3M |
| Sonoma Allocations LLC | 0.43% | Reduce -0.2% | 10,379 | $1.3M |
| First National Trust Co | 0.04% | No change | 10,470 | $1.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.22% | No change | 10,426 | $1.3M |
| TL Private Wealth | 0.49% | Add +5.5% | 10,302 | $1.3M |
| Winslow Capital Management, LLC | 0.00% | New | 10,414 | $1.3M |
| Clark Capital Management Group, Inc. | 0.01% | Add +47.5% | 10,391 | $1.3M |
| Brookwood Investment Group LLC | 0.15% | Reduce -0.2% | 10,376 | $1.3M |
| Pennsylvania Capital Management Inc. | 0.35% | No change | 10,356 | $1.3M |
| Focused Wealth Management, Inc | 0.14% | Reduce -6.2% | 10,341 | $1.3M |
| Evolution Wealth Advisors, LLC | 0.13% | Add +0.7% | 10,300 | $1.3M |
| Sage Mountain Advisors LLC | 0.07% | No change | 10,263 | $1.3M |
| Tompkins Financial Corp. | 0.10% | Reduce -17.3% | 10,254 | $1.3M |
| Forte Asset Management LLC | 0.57% | No change | 10,250 | $1.3M |
| McHugh Group, LLC | 0.73% | No change | 10,250 | $1.3M |
| Formidable Asset Management, LLC | 0.18% | Reduce -0.1% | 10,462 | $1.3M |
| Blankinship & Foster, LLC | 0.27% | Reduce -6.3% | 10,222 | $1.3M |
| Union Savings Bank | 0.55% | — | 10,219 | $1.3M |
| Fortress Financial Group, LLC | 0.93% | No change | 10,215 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -2.8% | 10,176 | $1.3M |
| Berman McAleer LLC | 0.17% | Reduce -8.8% | 10,145 | $1.3M |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 10,143 | $1.3M |
| Ballast Rock Private Wealth LLC | 0.78% | — | 10,141 | $1.3M |
| Provenance Wealth Advisors, LLC | 0.14% | No change | 10,109 | $1.2M |
| Greenup Street Wealth Management LLC | 0.18% | Reduce -4.9% | 10,108 | $1.2M |
| Archford Capital Strategies, LLC | 0.14% | No change | 10,094 | $1.2M |
| One Day In July LLC | 0.10% | Add +0.0% | 10,051 | $1.2M |
| Brasada Capital Management, LP | 0.21% | No change | 9,979 | $1.2M |
| Curry Webb Wealth Management LLC | 0.61% | — | 9,985 | $1.2M |
| Pacific Sun Financial Corp | 0.59% | Add +1.5% | 9,984 | $1.2M |
| Iams Wealth Management, LLC | 0.44% | Reduce -4.2% | 9,912 | $1.2M |
| Lakeridge Wealth Management LLC | 0.55% | Reduce -3.1% | 9,898 | $1.2M |
| Rockwood Wealth Management, LLC | 0.09% | No change | 9,833 | $1.2M |
| Thrive Wealth Management, LLC | 0.18% | Reduce -0.4% | 9,824 | $1.2M |
| IFG Advisors, LLC | 0.20% | Reduce -3.5% | 9,810 | $1.2M |
| LTG Capital LLC | 0.94% | Reduce -3.9% | 9,774 | $1.2M |
| Eaton-Cambridge Inc. | 0.39% | No change | 9,739 | $1.2M |
| Robinson Smith Wealth Advisors LLC | 0.82% | No change | 9,736 | $1.2M |
| PFG Investments, LLC | 0.06% | Add +2.0% | 9,729 | $1.2M |
| Lantern Wealth Advisors, LLC | 0.64% | Add +2.1% | 9,719 | $1.2M |
| KWB Wealth | 0.11% | No change | 9,711 | $1.2M |
| Blue Bell Private Wealth Management, LLC | 0.18% | Add +86.4% | 9,708 | $1.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.06% | No change | 9,704 | $1.2M |
| Americana Partners, LLC | 0.03% | Reduce -0.6% | 9,595 | $1.2M |
| Clayton Financial Group LLC | 0.60% | Add +55.1% | 9,574 | $1.2M |
| RFG Advisory, LLC | 0.02% | Reduce -4.8% | 9,573 | $1.2M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 9,500 | $1.2M |
| Parkside Financial Bank & Trust | 0.09% | Reduce -6.3% | 9,534 | $1.2M |
| Capital Planning Advisors, LLC | 0.16% | No change | 9,507 | $1.2M |
| Empirical Asset Management, LLC | 0.33% | Reduce -5.4% | 9,480 | $1.2M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +2.0% | 9,460 | $1.2M |
| Ironwood Investment Counsel, LLC | 0.16% | Add +2.8% | 9,450 | $1.2M |
| Gilliland Jeter Wealth Management LLC | 0.35% | Add +23.6% | 9,436 | $1.2M |
| Oakworth Capital, Inc. | 0.06% | Reduce -5.4% | 9,401 | $1.2M |
| CNB Bank | 0.47% | No change | 9,400 | $1.2M |
| Burns J W & Co. Inc. | 0.13% | Add +4.5% | 9,389 | $1.2M |
| Beacon Financial Group | 0.11% | Reduce -1.4% | 9,362 | $1.2M |
| Legacy Wealth Partners, LLC | 0.30% | — | 9,358 | $1.2M |
| Seneca House Advisors | 0.43% | Reduce -1.7% | 9,343 | $1.2M |
| Wedmont Private Capital | 0.04% | Reduce -5.2% | 9,225 | $1.2M |
| Azimuth Capital Investment Management LLC | 0.04% | Reduce -4.0% | 9,325 | $1.1M |
| Consilio Wealth Advisors, LLC | 0.34% | No change | 9,316 | $1.1M |
| Petix & Botte Co | 0.26% | Reduce -2.9% | 9,304 | $1.1M |
| Chilton Investment Co. Inc. | 0.02% | No change | 9,275 | $1.1M |
| Montag A & Associates Inc. | 0.05% | No change | 9,258 | $1.1M |
| Arcadia Wealth Management, LLC | 0.42% | Add +0.4% | 9,253 | $1.1M |
| Crescent Grove Advisors, LLC | 0.11% | Reduce -0.4% | 9,251 | $1.1M |
| Pacific Point Advisors, LLC | 0.61% | No change | 9,200 | $1.1M |
| Beacon Investment Advisors LLC | 0.46% | No change | 9,200 | $1.1M |
| Sterling Investment Advisors LLC | 0.55% | Reduce -4.3% | 9,190 | $1.1M |
| RHL Group, LLC | 0.91% | — | 9,141 | $1.1M |
| Breachway Investments LLC | 1.19% | — | 9,118 | $1.1M |
| Talisman Wealth Advisors LLC | 0.87% | Add +17.5% | 9,088 | $1.1M |
| First Nebraska Trust Co | 0.10% | Reduce -16.1% | 9,112 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -40.6% | 9,108 | $1.1M |
| KFA Private Wealth Group, LLC | 0.27% | Add +22.6% | 9,103 | $1.1M |
| Verum Partners LLC | 0.23% | Reduce -1.0% | 9,080 | $1.1M |
| FFT Wealth Management LLC | 0.21% | Reduce -15.1% | 9,065 | $1.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 8,880 | $1.1M |
| Game Plan Financial Advisors, LLC | 0.49% | No change | 9,036 | $1.1M |
| HighPoint Advisor Group LLC | 0.02% | New | 9,018 | $1.1M |
| Pure Financial Advisors, LLC | 0.02% | Add +8.2% | 9,009 | $1.1M |
| Aaron Wealth Advisors LLC | 0.06% | No change | 9,003 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Reduce -2.0% | 8,992 | $1.1M |
| Vident Advisory, LLC | 0.01% | Reduce -4.7% | 8,977 | $1.1M |
| MN Wealth Advisors, LLC | 0.56% | Add +2.8% | 8,974 | $1.1M |
| Neumann Capital Management, LLC | 0.32% | No change | 8,950 | $1.1M |
| Moneywise, Inc. | 0.46% | Reduce -2.1% | 8,907 | $1.1M |
| Milestone Asset Management Group, LLC | 0.62% | Reduce -1.4% | 8,903 | $1.1M |
| Lloyd Advisory Services, LLC. | 0.43% | Add +16.4% | 8,897 | $1.1M |
| Reynders McVeigh Capital Management, LLC | 0.05% | No change | 8,895 | $1.1M |
| Sage Financial Management Group, Inc. | 0.33% | Reduce -1.0% | 8,827 | $1.1M |
| Atticus Wealth Management, LLC | 0.27% | Add +1.2% | 8,827 | $1.1M |
| Proactive Wealth Strategies LLC | 0.43% | Add +1.0% | 8,817 | $1.1M |
| JNBA Financial Advisors | 0.09% | Reduce -1.7% | 8,782 | $1.1M |
| Stratos Investment Management, LLC | 0.04% | Reduce -1.1% | 8,778 | $1.1M |
| Founders Financial Securities LLC | 0.06% | Add +28.0% | 8,778 | $1.1M |
| NorthLanding Financial Partners, LLC | 0.87% | Reduce -1.9% | 8,747 | $1.1M |
| Moneco Advisors, LLC | 0.09% | Add +0.3% | 8,745 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +14.7% | 8,744 | $1.1M |
| 71 West Capital Partners | 0.05% | — | 8,708 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -3.9% | 8,534 | $1.1M |
| Watershed Private Wealth LLC | 0.31% | No change | 8,510 | $1.0M |
| Scotia Capital Inc. | 0.00% | Add +15.9% | 8,502 | $1.0M |
| CRA Financial Services, LLC | 0.14% | Add +0.2% | 8,500 | $1.0M |
| 4J Wealth Management LLC | 0.60% | No change | 8,477 | $1.0M |
| Balance Wealth Partners LLC | 0.34% | Reduce -0.5% | 8,472 | $1.0M |
| Chancellor Financial Group WB LP | 0.71% | Reduce -4.5% | 8,435 | $1.0M |
| Grandfield & Dodd, LLC | 0.06% | Add +0.0% | 8,433 | $1.0M |
| FSM Wealth Advisors, LLC | 0.14% | No change | 8,344 | $1.0M |
| Quartz Partners, LLC | 0.38% | Add +13.4% | 8,334 | $1.0M |
| Tarbox Family Office, Inc. | 0.17% | No change | 8,323 | $1.0M |
| Buska Wealth Management, LLC | 0.38% | Reduce -6.0% | 8,322 | $1.0M |
| Durante & Waters, LLC | 0.71% | No change | 8,300 | $1.0M |
| American Financial Advisors, LLC | 0.13% | Reduce -2.3% | 8,262 | $1.0M |
| Catalyst Financial Partners LLC | 0.11% | Reduce -1.7% | 8,257 | $1.0M |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -1.7% | 8,229 | $1.0M |
| Wagner Wealth Management, Corp | 1.00% | — | 8,214 | $1.0M |
| Processus Wealth & Capital Management, LLC | 0.67% | Reduce -1.7% | 8,212 | $1.0M |
| Evolution Wealth Management Inc. | 0.84% | Add +58.5% | 8,191 | $1.0M |
| Capital Investment Advisors, LLC | 0.02% | Add +3.9% | 8,166 | $1.0M |
| Apollon Financial, LLC | 0.15% | Add +17.4% | 8,162 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.2% | 8,147 | $1.0M |
| Salem Investment Counselors Inc. | 0.03% | Reduce -21.6% | 8,115 | $1.0M |
| Foster Dykema Cabot & Partners, LLC | 0.06% | No change | 8,043 | $991K |
| Bank of Stockton | 0.28% | Reduce -15.9% | 8,027 | $989K |
| Shepherd Kaplan Krochuk, LLC | 0.81% | Add +0.0% | 7,939 | $979K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -6.2% | 7,882 | $972K |
| Welch Group, LLC | 0.04% | Reduce -3.7% | 7,875 | $971K |
| Norden Group LLC | 0.10% | Reduce -55.3% | 7,871 | $970K |
| City Holding Co. | 0.12% | Reduce -8.6% | 7,863 | $969K |
| First National Bank & Trust Co. of Newtown | 0.18% | Add +1.3% | 7,859 | $969K |
| Opal Wealth Advisors, LLC | 0.25% | Add +31.1% | 7,848 | $967K |
| Financial Partners Group, Inc | 0.11% | Reduce -1.4% | 7,799 | $966K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -6.2% | 7,794 | $961K |
| Elevated Capital Advisors, LLC | 0.22% | Reduce -3.4% | 7,790 | $960K |
| Welch & Forbes LLC | 0.01% | Add +1.0% | 7,767 | $957K |
| KRM Wealth Management L.L.C. | 0.52% | — | 7,748 | $955K |
| Fidelis Capital Partners, LLC | 0.07% | Add +1.5% | 7,747 | $955K |
| MidAtlantic Capital Management, Inc. | 0.61% | Reduce -26.1% | 7,744 | $955K |
| Bedminster, LLC | 0.88% | — | 7,736 | $954K |
| BCS Wealth Management | 0.10% | Add +100.0% | 7,726 | $952K |
| Arbor Investment Advisors, LLC | 0.12% | No change | 7,685 | $947K |
| GDS Wealth Management | 0.06% | Add +2.5% | 7,662 | $944K |
| SageView Advisory Group, LLC | 0.03% | Reduce -13.3% | 7,633 | $941K |
| Tidemark, LLC | 0.27% | Reduce -0.1% | 7,569 | $933K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -1.7% | 7,536 | $929K |
| Wallington Asset Management, LLC | 0.12% | No change | 7,534 | $929K |
| Chesley Taft & Associates LLC | 0.04% | Add +0.0% | 7,521 | $927K |
| Coastal Bridge Advisors, LLC | 0.07% | Add +0.0% | 7,438 | $917K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Add +22.7% | 7,398 | $912K |
| NCM Capital Management, LLC | 0.34% | Add +2.7% | 7,393 | $911K |
| Verus Wealth Management, LLC | 0.85% | No change | 7,368 | $908K |
| Farmers National Bank | 0.20% | No change | 7,332 | $904K |
| All Terrain Financial Advisors, LLC | 0.28% | No change | 7,318 | $902K |
| Culbertson A N & Co. Inc. | 0.12% | Reduce -1.0% | 7,297 | $899K |
| Stephen J. Garry & Associates, LLC | 0.71% | Reduce -1.1% | 7,290 | $899K |
| Middleton & Co. Inc. | 0.10% | Reduce -3.3% | 7,290 | $899K |
| Rossby Financial, LCC | 0.28% | Add +4.8% | 7,280 | $897K |
| Meridian Management Co. | 0.22% | No change | 7,272 | $896K |
| Davis R M Inc. | 0.02% | Add +2.6% | 7,246 | $893K |
| Total Clarity Wealth Management, Inc. | 0.21% | Reduce -4.1% | 7,214 | $889K |
| HMS Capital Management, LLC | 0.37% | Reduce -1.0% | 7,210 | $889K |
| Bank of New Hampshire | 0.20% | Reduce -9.4% | 7,162 | $883K |
| QTR Family Wealth, LLC | 0.39% | Reduce -11.9% | 7,240 | $882K |
| BDFS Capital LLC | 0.45% | — | 7,159 | $882K |
| HUB Investment Partners, LLC | 0.02% | Reduce -0.4% | 7,158 | $882K |
| Single Point Partners, LLC | 0.17% | Reduce -2.4% | 7,121 | $878K |
| Vigil Wealth Management, LLC | 0.73% | — | 7,091 | $874K |
| Trust Co of the South | 0.14% | Add +27.7% | 7,083 | $873K |
| Two Sigma Securities, LLC | 0.12% | Add +8.4% | 7,079 | $873K |
| Councilor Wealth, LLC | 0.41% | Reduce -0.6% | 7,074 | $872K |
| Investment Research & Advisory Group, Inc. | 0.29% | Add +0.1% | 7,068 | $871K |
| Manhattan West Asset Management, LLC | 0.18% | Reduce -11.0% | 7,063 | $871K |
| Birch Hill Investment Advisors LLC | 0.04% | No change | 7,051 | $869K |
| TFO Wealth Partners, LLC | 0.13% | Add +61.3% | 7,048 | $869K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +14.2% | 6,962 | $869K |
| HCR Wealth Advisors | 0.09% | Add +0.0% | 7,042 | $868K |
| Legend Capital Advisors LLC | 0.48% | — | 7,020 | $865K |
| Jackson, Grant Investment Advisers, Inc. | 0.28% | Reduce -2.3% | 7,002 | $863K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -1.2% | 7,001 | $863K |
| Lane Brothers & Co. Inc. | 0.62% | — | 6,985 | $861K |
| Old Port Advisors | 0.21% | Reduce -15.8% | 6,980 | $860K |
| Harvey Capital Management Inc. | 0.18% | No change | 6,975 | $860K |
| Strategic Family Wealth Counselors, L.L.C. | 0.19% | No change | 7,096 | $858K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +0.6% | 6,956 | $857K |
| Annandale Capital, LLC | 0.14% | No change | 6,952 | $857K |
| Activest Wealth Management | 0.16% | Add +104.6% | 6,950 | $857K |
| Crux Wealth Advisors | 0.32% | Add +42.1% | 6,942 | $856K |
| Hyundai Investments Co., Ltd. | 0.83% | New | 6,845 | $850K |
| GAMMA Investing LLC | 0.04% | No change | 6,889 | $849K |
| RPS Advisory Solutions LLC | 0.40% | Reduce -4.7% | 6,880 | $848K |
| Blue Capital, Inc. | 0.60% | Add +11.2% | 6,880 | $848K |
| Mainstream Capital Management LLC | 0.55% | Reduce -7.2% | 6,867 | $846K |
| Geometric Wealth Advisors | 0.11% | No change | 6,832 | $842K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -2.8% | 6,790 | $837K |
| Castle Wealth Management LLC | 0.28% | No change | 6,768 | $834K |
| New Republic Capital, LLC | 0.22% | Add +32.1% | 6,761 | $833K |
| Oxler Private Wealth LLC | 0.24% | Add +0.1% | 6,760 | $833K |
| Affinity Capital Advisors, LLC | 0.11% | Add +6.5% | 6,729 | $829K |
| Weaver Consulting Group | 0.20% | Reduce -3.6% | 6,693 | $825K |
| First County Bank | 0.43% | No change | 6,671 | $822K |
| Everhart Financial Group, Inc. | 0.08% | Add +4.7% | 6,596 | $813K |
| Independent Advisor Alliance | 0.02% | Add +72.8% | 6,594 | $813K |
| Claro Advisors Inc. | 0.11% | Reduce -3.1% | 6,594 | $813K |
| Strategy Asset Managers LLC | 0.13% | Add +249.0% | 6,571 | $810K |
| Kestra Investment Management, LLC | 0.02% | Reduce -2.0% | 6,562 | $809K |
| Park National Corp. | 0.03% | No change | 6,541 | $806K |
| Evergreen Private Wealth LLC | 0.32% | Reduce -6.4% | 6,539 | $806K |
| GEN Financial Management, INC. | 0.51% | Reduce -0.5% | 6,535 | $806K |
| ProVise Management Group, LLC | 0.06% | Reduce -1.0% | 6,519 | $804K |
| Elevation Wealth Management LLC | 0.77% | — | 6,502 | $801K |
| Dimension Capital Management LLC | 0.11% | No change | 6,490 | $800K |
| Huntleigh Advisors, Inc. | 0.14% | Reduce -1.6% | 6,488 | $800K |
| Aureum Wealth Management, LLC | 0.74% | — | 6,483 | $799K |
| Pacific Excel Wealth Advisors, Inc. | 1.50% | — | 6,453 | $795K |
| Woodmont Investment Counsel LLC | 0.05% | Reduce -1.9% | 6,413 | $790K |
| One Wealth Management Investment & Advisory Services, LLC | 0.86% | Reduce -1.1% | 6,410 | $790K |
| Intergy Private Wealth, LLC | 0.24% | No change | 6,404 | $789K |
| tru Independence LLC | 0.20% | Add +0.0% | 6,403 | $789K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.15% | Add +10.9% | 6,399 | $789K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 6,383 | $787K |
| Community Bank, N.A. | 0.09% | No change | 6,365 | $785K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,338 | $781K |
| Clark Wealth Partners | 0.48% | No change | 6,335 | $781K |
| Dakota Wealth Management | 0.01% | Add +17.1% | 6,325 | $780K |
| Guyasuta Investment Advisors Inc. | 0.04% | No change | 6,324 | $779K |
| Baker Tilly Wealth Management, LLC | 0.19% | Add +33.1% | 6,318 | $779K |
| Integrated Capital Management, LLC | 0.33% | Add +0.1% | 6,313 | $778K |
| Wimmer Associates 1, LLC | 0.36% | No change | 6,300 | $777K |
| Fiduciary Trust Co | 0.01% | Reduce -34.1% | 6,284 | $775K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -2.5% | 6,267 | $772K |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 6,256 | $771K |
| Midwest Capital Advisors, LLC | 0.37% | Add +0.1% | 6,248 | $770K |
| ABLE Financial Group, LLC | 0.16% | Add +3.8% | 6,247 | $770K |
| Caprock Group, LLC | 0.02% | Reduce -8.5% | 6,228 | $768K |
| Pinnacle Family Advisors, LLC | 0.34% | Reduce -4.4% | 6,226 | $767K |
| Meramec Financial Planners, LLC | 0.30% | — | 6,326 | $767K |
| Legacy Edge Advisors, LLC | 0.08% | Reduce -2.8% | 6,219 | $767K |
| TFB Advisors LLC | 0.21% | Reduce -1.7% | 6,216 | $766K |
| Mitchell McLeod Pugh & Williams Inc. | 0.11% | No change | 6,320 | $766K |
| Legacy Capital Group California, Inc. | 0.18% | Add +4.8% | 6,185 | $762K |
| HRT Financial LP | 0.00% | Reduce -57.1% | 6,188 | $762K |
| NBT Bank, N.A. | 0.05% | Add +2.2% | 6,112 | $761K |
| CGN Advisors LLC | 0.06% | No change | 6,169 | $760K |
| Certuity, LLC | 0.05% | No change | 6,127 | $755K |
| FLP Wealth Management, LLC | 1.79% | Add +27.4% | 6,124 | $755K |
| Brio Consultants, LLC | 0.10% | Reduce -1.9% | 6,115 | $754K |
| Journey Advisory Group, LLC | 0.06% | Reduce -0.7% | 6,108 | $753K |
| SkyOak Wealth, LLC | 0.14% | Reduce -2.7% | 6,104 | $752K |
| Solano Wealth Investment Advisors LLC | 0.37% | No change | 6,101 | $752K |
| Colton Groome Financial Advisors, LLC | 0.21% | Reduce -1.0% | 6,056 | $746K |
| Keel Point, LLC | 0.04% | New | 6,046 | $745K |
| Fulcrum Equity Management | 0.71% | Reduce -3.2% | 6,038 | $744K |
| Berger Financial Group, Inc | 0.04% | Add +0.8% | 6,000 | $740K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.5% | 5,990 | $738K |
| Cape Investment Advisory, Inc. | 0.23% | Add +20.6% | 5,974 | $736K |
| Vicus Capital | 0.06% | Add +19.6% | 5,967 | $736K |
| Bare Financial Services, Inc | 0.20% | Reduce -23.6% | 5,953 | $734K |
| Rinkey Investments | 0.19% | Reduce -4.8% | 5,934 | $731K |
| Wealthquest Corp | 0.06% | New | 5,931 | $731K |
| NWF Advisory Services Inc. | 0.08% | Add +12.5% | 5,923 | $730K |
| Tudor Investment Corporation | 0.00% | Reduce -87.4% | 5,900 | $727K |
| CPC Advisors, LLC | 0.07% | Add +24.3% | 5,797 | $715K |
| BAM Wealth Management, LLC | 0.52% | Reduce -1.3% | 5,787 | $713K |
| Valpey Financial Services, LLC | 0.45% | Reduce -2.7% | 5,779 | $712K |
| Victory Capital Management Inc. | 0.00% | Add +192.3% | 5,762 | $710K |
| Diversified Enterprises, LLC | 0.04% | Reduce -0.8% | 5,762 | $710K |
| CWS Financial Advisors, LLC | 0.19% | Add +0.0% | 5,725 | $706K |
| Tortoise Investment Management, LLC | 0.06% | Add +0.1% | 5,722 | $705K |
| ASL Financial, LLC | 0.55% | — | 5,710 | $704K |
| Bearing Point Capital, LLC | 0.11% | No change | 5,692 | $702K |
| Plancorp, LLC | 0.02% | No change | 5,689 | $701K |
| Smith Chas P & Associates Pa Cpas | 0.04% | Add +83.7% | 5,683 | $701K |
| Amplius Wealth Advisors, LLC | 0.06% | Add +0.1% | 5,639 | $695K |
| Wick Capital Partners, LLC | 0.12% | Reduce -3.1% | 5,630 | $694K |
| Conservest Capital Advisors, Inc. | 0.06% | No change | 5,594 | $690K |
| Worth Financial Advisory Group, LLC | 0.33% | Add +1.4% | 5,592 | $689K |
| Disciplined Investments, LLC | 0.26% | Reduce -5.4% | 5,578 | $688K |
| Laurel Wealth Advisors LLC | 0.09% | Reduce -9.4% | 5,567 | $686K |
| Altfest L J & Co. Inc. | 0.08% | No change | 5,566 | $686K |
| Timonier Family Office, LTD. | 0.22% | No change | 5,536 | $682K |
| Staley Capital Advisers Inc. | 0.03% | No change | 5,534 | $682K |
| Fulton Bank, N.A. | 0.02% | Reduce -7.5% | 5,534 | $682K |
| PUREfi Wealth, LLC | 0.52% | Add +0.9% | 5,524 | $681K |
| ORBA Wealth Advisors, L.L.C. | 0.59% | No change | 5,478 | $675K |
| Edgestream Partners, L.P. | 0.02% | Reduce -26.1% | 5,415 | $667K |
| Dynamic Financial Group | 0.57% | Add +0.1% | 5,388 | $664K |
| Brandywine Oak Private Wealth LLC | 0.06% | Reduce -2.5% | 5,385 | $664K |
| Gradient Capital Advisors, LLC | 0.17% | No change | 5,352 | $660K |
| SMART Wealth LLC | 0.20% | Add +47.8% | 5,341 | $658K |
| Principle Wealth Partners LLC | 0.04% | No change | 5,319 | $656K |
| Oarsman Capital, Inc. | 0.09% | Add +81.9% | 5,309 | $654K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -0.2% | 5,297 | $653K |
| Garde Capital, Inc. | 0.04% | Reduce -34.7% | 5,296 | $653K |
| BCGM Wealth Management, LLC | 0.17% | Reduce -4.0% | 5,291 | $652K |
| Oak Harvest Investment Services | 0.07% | Add +0.1% | 5,283 | $651K |
| Bank of Nova Scotia | 0.00% | No change | 5,280 | $651K |
| River Street Advisors LLC | 0.24% | Reduce -12.4% | 5,278 | $651K |
| Old North State Trust, LLC | 0.38% | No change | 5,268 | $649K |
| Clarendon Private LLC | 0.55% | Add +0.1% | 5,251 | $647K |
| Oakwell Private Wealth Management, LLC | 0.12% | No change | 5,240 | $646K |
| Bar Harbor Wealth Management | 0.04% | Reduce -19.9% | 5,240 | $646K |
| KRS Capital Management, LLC | 0.37% | No change | 5,222 | $644K |
| WealthBridge Capital Management, LLC | 0.15% | Add +3.3% | 5,200 | $641K |
| Eldridge Investment Advisors, Inc. | 0.14% | No change | 5,200 | $641K |
| Strategic Equity Management | 0.22% | Reduce -1.0% | 5,196 | $640K |
| United Community Bank | 0.24% | Reduce -0.2% | 5,182 | $639K |
| Equitable Trust Co. | 0.03% | Reduce -28.1% | 5,177 | $638K |
| Oak Wealth Advisors LLC | 0.37% | No change | 5,173 | $638K |
| Annex Advisory Services, LLC | 0.01% | Add +14.9% | 5,170 | $637K |
| Courage Miller Partners, LLC | 0.19% | Reduce -1.6% | 5,166 | $637K |
| Great Lakes Retirement, Inc. | 0.07% | New | 5,159 | $636K |
| Curtis Advisory Group, LLC | 0.13% | Reduce -0.8% | 5,139 | $633K |
| Brand Asset Management Group, Inc. | 0.18% | Add +15.2% | 5,136 | $633K |
| Parthenon LLC | 0.07% | No change | 5,136 | $633K |
| Planning Center, Inc. | 0.06% | No change | 5,136 | $633K |
| Prism Planning Partners LLC | 0.71% | — | 5,113 | $630K |
| Sage Financial Group Inc. | 0.04% | Reduce -9.3% | 5,111 | $630K |
| Palisade Asset Management, LLC | 0.06% | Reduce -10.5% | 5,106 | $629K |
| Base Wealth Management LLC | 0.34% | Reduce -14.9% | 5,102 | $629K |
| Enzi Wealth | 0.22% | No change | 5,091 | $628K |
| Segment Wealth Management, LLC | 0.04% | No change | 5,096 | $628K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -29.4% | 5,075 | $626K |
| Front Row Advisors LLC | 0.21% | No change | 5,072 | $625K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -2.0% | 5,012 | $625K |
| VeraBank, N.A. | 0.11% | No change | 5,059 | $624K |
| Family Manage LLC | 0.08% | No change | 5,054 | $623K |
| Objective Capital Management, LLC | 0.63% | Add +7.1% | 5,052 | $623K |
| Sfmg, LLC | 0.04% | Add +4.6% | 5,035 | $621K |
| Garrison Point Advisors, LLC | 0.27% | Add +18.4% | 5,035 | $621K |
| Genesis Wealth Advisors, LLC | 0.42% | Reduce -1.2% | 5,002 | $617K |
| GenTrust, LLC | 0.03% | No change | 5,000 | $616K |
| Inspire Advisors, LLC | 0.06% | Add +22.7% | 4,992 | $615K |
| 49 Wealth Management, LLC | 0.05% | Add +2.2% | 4,986 | $615K |
| IFC Advisors LLC | 0.09% | Reduce -8.1% | 4,972 | $613K |
| Seros Financial, LLC | 0.36% | Add +0.0% | 4,955 | $611K |
| Curbstone Financial Management Corp | 0.12% | Add +12.0% | 4,950 | $610K |
| Stirlingshire Investments, Inc. | 0.54% | — | 4,930 | $608K |
| Trust Co. of Toledo NA | 0.06% | Add +0.8% | 4,907 | $605K |
| New Age Alpha Advisors, LLC | 0.03% | Add +22.9% | 4,907 | $605K |
| Samalin Investment Counsel, LLC | 0.21% | Add +49.3% | 4,892 | $603K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 4,888 | $602K |
| Canandaigua National Bank & Trust Co. | 0.05% | Reduce -9.5% | 4,887 | $602K |
| Good Harbor Advisors, Inc. | 0.70% | — | 4,880 | $602K |
| Level Wealth Management LLC | 0.31% | No change | 4,876 | $601K |
| Pictet North America Advisors SA | 0.06% | No change | 4,872 | $601K |
| Blackston Financial Advisory Group, LLC | 0.36% | Add +2.4% | 4,863 | $599K |
| JGP Wealth Management, LLC | 0.06% | Add +0.2% | 4,836 | $596K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -2.0% | 4,833 | $596K |
| Raab & Moskowitz Asset Management LLC | 0.13% | Reduce -4.3% | 4,790 | $590K |
| Fusion Capital, LLC | 0.17% | Reduce -1.7% | 4,785 | $590K |
| Compound Planning, Inc. | 0.02% | Reduce -53.9% | 4,783 | $590K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +2.2% | 4,749 | $585K |
| Brown Miller Wealth Management, LLC | 0.16% | Add +9.6% | 4,736 | $584K |
| Howard Financial Services, LTD. | 0.07% | Add +0.1% | 4,733 | $583K |
| Francis Financial, Inc. | 0.11% | Reduce -0.8% | 4,717 | $581K |
| Seascape Capital Management | 0.17% | No change | 4,716 | $581K |
| WT Wealth Management | 0.17% | No change | 4,704 | $580K |
| Childress Capital Advisors, LLC | 0.09% | No change | 4,702 | $580K |
| Litman Gregory Wealth Management LLC | 0.04% | Reduce -4.9% | 4,700 | $579K |
| Ethos Financial Group, LLC | 0.04% | Reduce -93.4% | 4,691 | $578K |
| Investors Research Corp | 0.11% | Add +8.8% | 4,688 | $578K |
| McLean Asset Management Corp | 0.10% | New | 4,669 | $576K |
| Rubicon Advisors, GP | 0.54% | — | 4,665 | $575K |
| Horizon Wealth Management, LLC | 0.09% | Add +0.0% | 4,662 | $575K |
| Mengis Capital Management, Inc. | 0.10% | Reduce -0.0% | 4,658 | $574K |
| SwitchPoint Financial Planning, LLC | 0.40% | No change | 4,656 | $574K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -3.6% | 4,642 | $572K |
| Capital Squared Financial LLC | 0.45% | Add +0.8% | 4,639 | $572K |
| Accredited Investors Inc. | 0.03% | No change | 4,638 | $572K |
| LaFleur & Godfrey LLC | 0.07% | No change | 4,625 | $570K |
| Curated Wealth Partners LLC | 0.06% | No change | 4,625 | $570K |
| New World Advisors LLC | 0.10% | Add +3.4% | 4,624 | $570K |
| Spinnaker Investment Group, LLC | 0.10% | Add +11.2% | 4,608 | $568K |
| Unique Wealth, LLC | 0.08% | Add +0.4% | 4,599 | $567K |
| One Capital Management, LLC | 0.02% | No change | 4,595 | $566K |
| Gutierrez Wealth Advisory, LLC | 0.35% | Reduce -16.1% | 4,577 | $564K |
| Goldstein Advisors, LLC | 0.06% | Reduce -17.0% | 4,554 | $561K |
| Aspen Investment Management Inc | 0.17% | New | 4,554 | $561K |
| BOS Asset Management, LLC | 0.15% | Reduce -4.3% | 4,548 | $561K |
| Fairway Wealth LLC | 0.15% | Add +10.8% | 4,525 | $558K |
| Johnson Financial Group, LLC | 0.03% | New | 4,519 | $557K |
| Financial Insights, Inc. | 0.19% | Add +21.0% | 4,517 | $557K |
| Canvas Wealth Advisors, LLC | 0.09% | Reduce -1.3% | 4,506 | $555K |
| Wealth Preservation Advisors, LLC | 0.28% | No change | 4,493 | $554K |
| Burney Co./ | 0.02% | Add +27.2% | 4,466 | $551K |
| Independent Wealth Network Inc. | 0.17% | Add +33.3% | 4,455 | $549K |
| Family Office Research LLC | 0.22% | Reduce -4.3% | 4,415 | $549K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -1.3% | 4,452 | $549K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -7.9% | 4,448 | $548K |
| Truefg, LLC | 0.15% | No change | 4,437 | $547K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -0.5% | 4,437 | $547K |
| MWA Asset Management | 0.30% | Reduce -5.9% | 4,414 | $544K |
| SB Capital Management Inc | 0.20% | — | 4,414 | $544K |
| Brown Wealth Management, LLC | 0.14% | Reduce -0.1% | 4,410 | $544K |
| Elm Partners Management LLC | 0.02% | Add +0.1% | 4,406 | $543K |
| GreatBanc Trust CO | 0.38% | Reduce -4.3% | 4,400 | $542K |
| Wealthstar Advisors, LLC | 0.29% | Reduce -0.3% | 4,394 | $542K |
| Indivisible Partners | 0.06% | — | 4,393 | $541K |
| Versant Capital Management, Inc | 0.07% | No change | 4,387 | $541K |
| Relyea Zuckerberg Hanson LLC | 0.05% | No change | 4,372 | $539K |
| Fiscal Wisdom Wealth Management, LLC | 0.51% | Add +27.7% | 4,357 | $537K |
| Condor Capital Management | 0.04% | Reduce -0.9% | 4,346 | $536K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -12.3% | 4,310 | $535K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -40.4% | 4,340 | $535K |
| Visionary Wealth Advisors | 0.02% | Reduce -8.3% | 4,335 | $534K |
| Sageworth Trust Co of South Dakota | 0.44% | Reduce -36.4% | 4,330 | $534K |
| TrueWealth Advisors, LLC | 0.14% | Add +6.2% | 4,320 | $532K |
| Legacy Bridge, LLC | 0.22% | No change | 4,305 | $531K |
| Patten & Patten Inc. | 0.03% | Add +1.4% | 4,291 | $529K |
| Bank Ozk | 0.19% | No change | 4,279 | $527K |
| Hidden Cove Wealth Management, LLC | 0.34% | Reduce -0.9% | 4,251 | $524K |
| Hiley Hunt Wealth Management | 0.23% | Reduce -30.3% | 4,229 | $521K |
| N.E.W. Advisory Services LLC | 0.04% | No change | 4,217 | $520K |
| O'Connor Financial Group LLC | 0.21% | Reduce -10.3% | 4,208 | $520K |
| Eagle Rock Investment Company, LLC | 0.07% | No change | 4,200 | $518K |
| Richards, Merrill & Peterson, Inc. | 0.20% | No change | 4,193 | $517K |
| Trust Co. of Vermont | 0.02% | Add +3.6% | 4,179 | $515K |
| Lake Street Private Wealth, LLC | 0.06% | No change | 4,172 | $514K |
| Gill Capital Partners, LLC | 0.16% | No change | 4,171 | $514K |
| HFG Advisors, Inc. | 0.37% | Add +15.1% | 4,166 | $514K |
| Christensen, King & Associates Investment Services, Inc. | 0.22% | Reduce -0.1% | 4,166 | $513K |
| Life Line Wealth Management LLC | 0.15% | Add +14.5% | 4,161 | $513K |
| Trilogy Capital Inc. | 0.02% | Add +0.1% | 4,160 | $513K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -3.5% | 4,154 | $512K |
| Old Second National Bank of Aurora | 0.10% | Reduce -23.1% | 4,151 | $512K |
| Insight Wealth Strategies, LLC | 0.06% | Reduce -11.4% | 4,146 | $511K |
| Clear Investment Research, LLC | 0.84% | Reduce -27.6% | 4,126 | $509K |
| Jim Saulnier & Associates, LLC | 0.26% | Add +0.1% | 4,093 | $505K |
| Holland Advisory Services, Inc. | 0.68% | Add +0.1% | 4,089 | $504K |
| Secure Asset Management, LLC | 0.08% | Add +3.4% | 4,078 | $503K |
| Kingdom Financial Group LLC. | 0.15% | New | 4,058 | $500K |
| Fort Point Capital Partners LLC | 0.06% | No change | 4,036 | $500K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 4,041 | $498K |
| Stone Summit Wealth LLC | 0.14% | Reduce -6.2% | 4,038 | $498K |
| Lockerman Financial Group, Inc. | 0.95% | Add +19.7% | 4,037 | $498K |
| TCTC Holdings, LLC | 0.01% | Add +120.3% | 4,035 | $497K |
| Aviance Capital Partners, LLC | 0.06% | No change | 4,031 | $497K |
| Koesten, Hirschmann & Crabtree, INC. | 0.24% | No change | 4,008 | $494K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -1.9% | 3,997 | $493K |
| Novus Advisors, LLC | 1.10% | Add +8.2% | 3,993 | $492K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.1% | 3,975 | $490K |
| Charles Schwab Trust Co | 0.03% | Add +11.6% | 3,974 | $490K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Reduce -4.5% | 3,972 | $490K |
| SOA Wealth Advisors, LLC. | 0.08% | Reduce -48.1% | 3,937 | $485K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Add +5.4% | 3,930 | $484K |
| Westover Capital Advisors, LLC | 0.09% | No change | 3,920 | $483K |
| Floyd Financial Group LLC | 0.33% | No change | 3,986 | $483K |
| Little House Capital LLC | 0.12% | Reduce -2.0% | 3,913 | $482K |
| Drive Wealth Management, LLC | 0.09% | Reduce -7.2% | 3,898 | $480K |
| Phillips Financial Management, LLC | 0.03% | Reduce -0.6% | 3,873 | $477K |
| CPR Investments Inc. | 0.32% | Reduce -10.3% | 3,872 | $477K |
| Main Street Group, LTD | 0.16% | Add +0.0% | 3,865 | $476K |
| Cornerstone Wealth Advisors, Inc. | 0.11% | No change | 3,864 | $476K |
| Coyle Financial Counsel LLC | 0.10% | No change | 3,833 | $472K |
| Shearwater Capital LLC | 0.27% | No change | 3,830 | $472K |
| Keystone Financial Group | 0.04% | Add +8.3% | 3,828 | $472K |
| Trail Ridge Investment Advisors, LLC | 0.20% | Reduce -5.4% | 3,827 | $472K |
| Sequent Planning LLC | 0.12% | New | 3,810 | $470K |
| Shakespeare Wealth Management, LLC | 0.10% | Reduce -2.1% | 3,786 | $467K |
| Sachetta, LLC | 0.25% | Reduce -21.9% | 3,752 | $462K |
| Monetary Management Group Inc. | 0.11% | No change | 3,750 | $462K |
| Warm Springs Advisors Inc. | 0.36% | No change | 3,736 | $460K |
| Integras Partners LLC | 0.37% | New | 3,729 | $460K |
| Mascagni Wealth Management, Inc. | 0.34% | No change | 3,725 | $459K |
| Walled Lake Planning & Wealth Management, LLC | 0.15% | Reduce -3.8% | 3,721 | $459K |
| Kelly Financial Group LLC | 0.12% | Reduce -3.9% | 3,707 | $457K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 3,705 | $457K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -37.1% | 3,697 | $456K |
| Newton One Investments LLC | 0.13% | No change | 3,697 | $456K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -1.9% | 3,692 | $455K |
| Foguth Wealth Management, LLC. | 0.07% | — | 3,688 | $455K |
| Legacy Trust | 0.08% | No change | 3,682 | $454K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | No change | 3,673 | $453K |
| Select Asset Management & Trust | 0.14% | No change | 3,666 | $452K |
| Old Peak Finance LLC | 0.28% | — | 3,649 | $450K |
| Oasis Advisors, LLC | 0.24% | — | 3,646 | $449K |
| Glassman Wealth Services | 0.06% | Reduce -36.0% | 3,643 | $449K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 3,624 | $447K |
| Silverlake Wealth Management LLC | 0.10% | Add +78.1% | 3,623 | $447K |
| Ellevest, Inc. | 0.06% | Add +0.1% | 3,607 | $445K |
| Midwest Heritage Bank, FSB | 0.15% | Reduce -0.7% | 3,605 | $444K |
| Center For Asset Management LLC | 0.23% | Add +0.0% | 3,605 | $444K |
| Genesis Financial Group, LLC | 0.26% | — | 3,598 | $443K |
| Partners in Financial Planning | 0.08% | Add +0.1% | 3,597 | $443K |
| Westwood Holdings Group Inc. | 0.00% | No change | 3,586 | $442K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,585 | $442K |
| Allium Financial Advisors, LLC | 0.35% | Reduce -1.7% | 3,568 | $440K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +0.0% | 3,563 | $439K |
| Brooklyn Investment Group | 0.02% | New | 3,524 | $438K |
| Bogart Wealth, LLC | 0.02% | Reduce -26.9% | 3,554 | $438K |
| Compass Financial Group, Inc. (Ohio) | 0.32% | — | 3,541 | $436K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -9.9% | 3,534 | $436K |
| Aurdan Capital Management, LLC | 0.13% | No change | 3,530 | $435K |
| RVW Wealth, LLC | 0.03% | No change | 3,525 | $434K |
| Dunhill Financial, LLC | 0.14% | Reduce -0.2% | 3,516 | $433K |
| Arbor Trust Wealth Advisors, LLC | 0.19% | Add +0.1% | 3,509 | $432K |
| Tradewinds, LLC. | 0.10% | No change | 3,493 | $431K |
| Capital Investment Counsel, LLC | 0.06% | Reduce -1.4% | 3,486 | $430K |
| Northwest Financial Advisors | 0.88% | Reduce -12.6% | 3,483 | $429K |
| Klingman & Associates, LLC | 0.02% | No change | 3,482 | $429K |
| First American Trust, FSB | 0.03% | Add +14.8% | 3,469 | $428K |
| Fairman Group, LLC | 0.34% | New | 3,466 | $427K |
| MCF Advisors LLC | 0.02% | Add +31.4% | 3,465 | $427K |
| Allegheny Financial Group | 0.06% | No change | 3,456 | $426K |
| Essential Investment Partners LLC | 0.40% | — | 3,450 | $425K |
| Salus Financial Advisors, LLC | 0.25% | No change | 3,441 | $424K |
| Pullen Investment Management, LLC | 0.22% | No change | 3,428 | $423K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Reduce -58.2% | 3,422 | $422K |
| Ingalls & Snyder LLC | 0.02% | No change | 3,409 | $420K |
| Lanark Financial, Inc. | 0.03% | No change | 3,403 | $419K |
| Bauman Advisory Group, LLC | 0.34% | — | 3,403 | $419K |
| Stone Wealth Partners | 0.37% | — | 3,397 | $419K |
| Portland Global Advisors LLC | 0.04% | No change | 3,395 | $418K |
| Global Assets Advisory, LLC | 0.12% | Reduce -13.4% | 3,388 | $418K |
| Petra Financial Advisors Inc. | 0.24% | Add +0.0% | 3,383 | $417K |
| Laurel Oak Wealth Management, LLC | 0.07% | — | 3,379 | $416K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +4.3% | 3,379 | $416K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Reduce -3.0% | 3,366 | $415K |
| TruWealth Advisors, LLC | 0.02% | No change | 3,352 | $413K |
| Tailwinds Wealth, LLC | 0.44% | — | 3,341 | $412K |
| Ritholtz Wealth Management | 0.01% | Reduce -37.1% | 3,341 | $412K |
| Loomis Sayles & Co. L P | 0.00% | No change | 3,335 | $411K |
| Allen Capital Group, LLC | 0.04% | Add +1.3% | 3,327 | $410K |
| Affinity Wealth Management LLC | 0.06% | Reduce -1.5% | 3,315 | $409K |
| Saxon Interests, Inc. | 0.14% | Reduce -1.4% | 3,313 | $408K |
| Willner & Heller, LLC | 0.29% | Reduce -4.7% | 3,312 | $408K |
| Stiles Financial Services Inc | 0.13% | No change | 3,305 | $407K |
| Mountain Capital Investment Advisors Inc. | 0.07% | Add +0.8% | 3,290 | $406K |
| Ascension Capital Advisors, Inc. | 0.14% | Reduce -95.1% | 3,279 | $404K |
| Jennison Associates LLC | 0.00% | New | 3,276 | $404K |
| Running Point Capital Advisors, LLC | 0.11% | No change | 3,275 | $404K |
| Swisher Financial Concepts, Inc. | 0.23% | Add +0.7% | 3,271 | $403K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -4.8% | 3,262 | $402K |
| Black Swift Group, LLC | 0.07% | No change | 3,256 | $401K |
| Freedom Day Solutions, LLC | 0.11% | Reduce -0.5% | 3,249 | $400K |
| Truvestments Capital LLC | 0.07% | Reduce -6.4% | 3,246 | $400K |
| KLCM Advisors, Inc. | 0.03% | New | 3,244 | $400K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -54.8% | 3,242 | $400K |
| Schrum Private Wealth Management LLC | 0.30% | No change | 3,238 | $399K |
| Align Financial, LLC | 0.23% | — | 398,993 | $399K |
| Integrity Wealth Solutions LLC | 0.16% | Add +2.3% | 3,232 | $398K |
| Tennessee Valley Asset Management Partners | 0.05% | New | 3,229 | $398K |
| Barnes Pettey Financial Advisors, LLC | 0.20% | Reduce -0.7% | 3,229 | $398K |
| Summit Wealth Group LLC / Co. | 0.05% | New | 3,227 | $398K |
| Peak Retirement Planning, Inc. | 0.09% | Add +8.3% | 3,218 | $397K |
| Prasad Wealth Partners, LLC | 0.11% | Add +0.1% | 3,217 | $396K |
| Veery Capital, LLC | 0.12% | Add +10.6% | 3,214 | $396K |
| Guardian Capital, LLC | 0.35% | — | 3,210 | $396K |
| Nalls Sherbakoff Group, LLC | 0.29% | Reduce -1.7% | 3,208 | $395K |
| Caldwell Trust Co | 0.04% | No change | 3,205 | $395K |
| Kirtland Hills Capital Management, LLC | 0.14% | No change | 3,201 | $395K |
| Paulson Wealth Management Inc. | 0.09% | No change | 3,200 | $394K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.2% | 3,199 | $394K |
| Roble, Belko & Company, Inc | 0.05% | No change | 3,196 | $394K |
| Wealthcare Capital Management LLC | 0.04% | No change | 3,185 | $393K |
| Landing Point Financial Group, LLC | 0.20% | No change | 3,180 | $392K |
| Montz Harcus Wealth Management LLC | 0.16% | Add +0.1% | 3,179 | $392K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | No change | 3,164 | $390K |
| St Germain D J Co. Inc. | 0.02% | Reduce -6.0% | 3,161 | $390K |
| Blue Chip Partners, LLC | 0.03% | Add +0.1% | 3,155 | $389K |
| Colonial Trust Advisors | 0.03% | Reduce -0.9% | 3,142 | $387K |
| Shira Ridge Wealth Management | 0.16% | Add +0.3% | 3,141 | $387K |
| Van Diest Capital, LLC | 0.58% | — | 3,139 | $387K |
| True North Advisors, LLC | 0.05% | Add +30.8% | 3,132 | $386K |
| Advisory Alpha, LLC | 0.01% | Add +4.4% | 3,126 | $385K |
| Everpar Advisors LLC | 0.14% | Reduce -66.4% | 3,124 | $385K |
| Sfam, LLC | 0.35% | — | 3,110 | $383K |
| Larson Financial Group LLC | 0.01% | Reduce -30.7% | 3,096 | $382K |
| Impact Partnership Wealth, LLC | 0.05% | Add +60.7% | 3,065 | $378K |
| Forum Private Client Group LLC | 0.13% | Reduce -1.9% | 3,064 | $378K |
| TPG Advisors LLC | 0.23% | No change | 3,044 | $375K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -5.4% | 3,040 | $375K |
| Gradient Investments LLC | 0.01% | Add +22.5% | 3,034 | $374K |
| Core Wealth Management, Inc. | 0.12% | Reduce -2.6% | 3,017 | $372K |
| Steph & Co. | 0.11% | No change | 3,009 | $371K |
| 1776 Wealth LLC | 0.14% | No change | 3,000 | $370K |
| M. Kraus & Co | 0.10% | No change | 3,000 | $370K |
| RMR Wealth Builders | 0.03% | New | 2,999 | $370K |
| Oldfather Financial Services, LLC | 0.11% | No change | 2,998 | $370K |
| AA Financial Advisors, LLC | 0.07% | New | 2,970 | $366K |
| HORAN Wealth, LLC | 0.06% | Add +0.1% | 2,967 | $366K |
| Delta Investment Management, LLC | 0.06% | Add +0.1% | 2,964 | $365K |
| Heritage Family Offices, LLP | 0.17% | Add +27.5% | 2,959 | $365K |
| Wealthfront Advisers LLC | 0.00% | Add +53.4% | 2,952 | $364K |
| Heritage Wealth Management, Inc. | 0.10% | Reduce -14.8% | 2,945 | $363K |
| TMB Capital Partners, LLC | 0.12% | — | 2,943 | $363K |
| Stone Loft Wealth Management LLC | 0.34% | — | 2,920 | $360K |
| Massachusetts Financial Services Co. | 0.00% | New | 2,900 | $357K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -0.1% | 2,899 | $357K |
| G2 Capital Management, LLC / Oh | 0.09% | Reduce -11.9% | 2,896 | $357K |
| Three Cord True Wealth Management, LLC | 0.21% | No change | 2,867 | $353K |
| SYM FINANCIAL Corp | 0.04% | No change | 2,851 | $351K |
| Global Financial Private Client, LLC | 0.12% | Reduce -1.9% | 2,843 | $350K |
| Strategic Point Investment Advisors, LLC | 0.05% | Reduce -1.4% | 2,840 | $350K |
| Armstrong, Fleming & Moore, Inc | 0.16% | No change | 2,835 | $349K |
| Global Wealth Management Investment Advisory, Inc. | 0.06% | Reduce -4.6% | 2,830 | $349K |
| Valtinson Bruner Financial Planning LLC | 0.10% | Reduce -2.0% | 2,824 | $348K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -31.0% | 2,807 | $346K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -2.8% | 2,801 | $345K |
| High Net Worth Advisory Group LLC | 0.08% | Reduce -26.3% | 2,800 | $345K |
| Seeds Investor LLC | 0.07% | Add +12.6% | 2,795 | $344K |
| Sagace Wealth Management LLC | 0.23% | Reduce -1.7% | 2,791 | $344K |
| Sargent Investment Group, LLC | 0.04% | New | 2,790 | $344K |
| Presilium Private Wealth, LLC | 0.06% | Add +25.4% | 2,788 | $344K |
| Barr E S & Co. | 0.02% | Add +6.4% | 2,788 | $344K |
| Zullo Investment Group, Inc. | 0.13% | Reduce -10.6% | 2,787 | $344K |
| Cornerstone Planning, LLC | 0.08% | — | 2,781 | $343K |
| Grove Bank & Trust | 0.04% | No change | 2,781 | $343K |
| M3 Advisory Group, LLC | 0.21% | Add +0.0% | 2,780 | $343K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.00% | New | 2,775 | $342K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -13.0% | 2,772 | $342K |
| Regatta Capital Group, LLC | 0.05% | Reduce -4.8% | 2,769 | $341K |
| Quent Capital, LLC | 0.02% | Add +11.0% | 2,758 | $340K |
| SP Asset Management LLC | 0.03% | Add +0.1% | 2,755 | $340K |
| MRA Advisory Group | 0.14% | Add +0.1% | 2,752 | $339K |
| Plum Street Advisors, LLC | 0.12% | No change | 2,741 | $338K |
| Rockbridge Investment Management, LCC | 0.03% | Reduce -0.7% | 2,741 | $338K |
| Paradigm, Strategies in Wealth Management, LLC | 0.22% | No change | 2,735 | $337K |
| Melfa Wealth Management, Inc. | 0.19% | Reduce -1.8% | 2,725 | $336K |
| Kennicott Capital Management LLC | 0.16% | No change | 2,724 | $336K |
| Gibbs Wealth Management | 0.08% | Add +8.8% | 2,691 | $335K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Add +19.5% | 2,720 | $335K |
| Guardian Financial Partners, LLC | 0.14% | New | 2,719 | $335K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 2,718 | $335K |
| Jag Capital Management, LLC | 0.04% | Reduce -9.8% | 2,708 | $334K |
| Tucker Asset Management LLC | 0.10% | Add +9.7% | 2,705 | $333K |
| Ellenbecker Investment Group | 0.05% | Add +17.9% | 2,694 | $332K |
| LJI Wealth Management, LLC | 0.05% | No change | 2,691 | $332K |
| Community Financial Services Group, LLC | 0.06% | No change | 2,676 | $330K |
| Aspire Capital Advisors LLC | 0.08% | New | 2,673 | $329K |
| United Asset Strategies, Inc. | 0.03% | No change | 2,672 | $329K |
| Brady Martz Wealth Solutions, LLC | 0.06% | No change | 2,669 | $329K |
| McAdam, LLC | 0.01% | Reduce -1.6% | 2,664 | $328K |
| Cypress Capital Group | 0.04% | No change | 2,650 | $327K |
| Genesee Capital Advisors, LLC | 0.13% | Add +0.1% | 2,647 | $326K |
| Whalerock Point Partners, LLC | 0.06% | No change | 2,646 | $326K |
| Cim, LLC | 0.04% | Add +1.0% | 2,628 | $324K |
| Key Capital Management, INC | 0.32% | — | 2,626 | $324K |
| Fermata Advisors, LLC | 0.08% | No change | 2,620 | $323K |
| Mascoma Wealth Management LLC | 0.07% | No change | 2,619 | $323K |
| Gordian Advisors LLC | 0.21% | No change | 2,616 | $323K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.17% | — | 2,614 | $322K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 2,612 | $322K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -0.8% | 2,601 | $321K |
| L & S Advisors Inc | 0.03% | Reduce -19.6% | 2,599 | $320K |
| Argos Wealth Advisors, LLC | 0.09% | — | 2,595 | $320K |
| Astoria Portfolio Advisors LLC. | 0.07% | Reduce -9.1% | 2,668 | $319K |
| Wellment Financial | 0.37% | Reduce -14.7% | 2,580 | $318K |
| Chesapeake Wealth Management | 0.09% | Reduce -5.5% | 2,580 | $318K |
| Investment Partners Asset Management, Inc. | 0.20% | No change | 2,572 | $317K |
| Clearwave Capital, LLC | 0.23% | — | 2,570 | $317K |
| SAM Advisors, LLC | 0.10% | No change | 2,567 | $316K |
| Davidson Trust Co. | 0.13% | Reduce -5.0% | 2,556 | $315K |
| Hurlow Wealth Management Group, Inc. | 0.08% | New | 2,552 | $315K |
| Summit Asset Management, LLC | 0.04% | Reduce -45.1% | 2,552 | $315K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -0.2% | 2,552 | $315K |
| WoodTrust Financial Corp | 0.04% | No change | 2,550 | $314K |
| Harbor Group, Inc. | 0.05% | Reduce -1.7% | 2,539 | $313K |
| Smith, Moore & Co. | 0.02% | Reduce -16.0% | 2,537 | $313K |
| Resources Management Corp. /CT/ | 0.04% | Add +5.0% | 2,525 | $311K |
| Mairs & Power Inc. | 0.00% | No change | 2,509 | $309K |
| Vaughan David Investments LLC | 0.01% | No change | 2,506 | $309K |
| Marble Wealth, LLC | 0.04% | — | 2,503 | $309K |
| BLB&B Advisors, LLC | 0.01% | Add +0.0% | 2,497 | $308K |
| Duncker Streett & Co. Inc. | 0.05% | Reduce -7.4% | 2,489 | $307K |
| Wingate Wealth Advisors, Inc. | 0.17% | Add +0.0% | 2,489 | $307K |
| Marietta Investment Partners LLC | 0.06% | Reduce -22.5% | 2,485 | $306K |
| Zuckerman Investment Group, LLC | 0.03% | No change | 2,485 | $306K |
| Chemistry Wealth Management LLC | 0.06% | Add +2.2% | 2,481 | $306K |
| Palouse Capital Management, Inc. | 0.20% | No change | 2,480 | $306K |
| Cape Ann Savings Bank | 0.16% | No change | 2,476 | $305K |
| Vestia Personal Wealth Advisors | 0.16% | No change | 2,500 | $305K |
| Clientfirst Wealth Management, LLC | 0.24% | No change | 2,472 | $305K |
| Fsa Wealth Partners, Inc. | 0.11% | Add +19.6% | 2,471 | $305K |
| Navalign, LLC | 0.07% | Reduce -17.0% | 2,468 | $304K |
| Shelton Wealth Management, LLC | 0.13% | Reduce -6.6% | 2,467 | $304K |
| Freedom Investment Management, Inc. | 0.09% | Reduce -21.4% | 2,455 | $303K |
| WealthCare Investment Partners, LLC | 0.09% | Add +0.1% | 2,431 | $300K |
| Avaii Wealth Management, LLC | 0.11% | Add +0.0% | 2,424 | $299K |
| Windsor Advisory Group, LLC | 0.27% | Reduce -6.4% | 2,420 | $298K |
| David J Yvars Group | 0.16% | Add +15.5% | 2,412 | $297K |
| Columbus Macro, LLC | 0.03% | No change | 2,412 | $297K |
| Everest Private Wealth | 0.17% | No change | 2,408 | $297K |
| Professional Financial Advisors, LLC | 0.06% | No change | 2,402 | $296K |
| Garden State Investment Advisory Services LLC | 0.07% | No change | 2,400 | $296K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,400 | $296K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -1.6% | 2,391 | $295K |
| Keating Financial Advisory Services, Inc. | 0.04% | — | 2,372 | $292K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -28.9% | 2,370 | $292K |
| Clarity Capital Advisors, LLC | 0.15% | No change | 2,366 | $292K |
| PSI Advisors, LLC | 0.07% | No change | 2,361 | $291K |
| Crews Bank & Trust | 0.04% | No change | 2,360 | $291K |
| Motiv8 Investments LLC | 0.16% | Reduce -3.5% | 2,352 | $290K |
| Crew Capital Management, Ltd | 0.18% | No change | 2,348 | $289K |
| Greykasell Wealth Strategies, Inc. | 0.11% | No change | 2,346 | $289K |
| Optima Capital LLC | 0.13% | Add +34.4% | 2,342 | $289K |
| James J. Burns & Company, LLC | 0.04% | No change | 2,341 | $289K |
| Michels Family Financial, LLC | 0.21% | Add +0.1% | 2,340 | $288K |
| Capital Management Associates, Inc | 0.06% | Add +0.1% | 2,327 | $287K |
| Opinicus Capital, Inc. | 0.20% | Reduce -1.6% | 2,326 | $287K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +10.5% | 2,306 | $286K |
| Accredited Investor Services, LLC | 0.19% | Add +0.2% | 2,308 | $284K |
| Mathes Company, Inc. | 0.10% | No change | 2,300 | $283K |
| Voisard Asset Management Group, Inc. | 0.06% | No change | 2,292 | $283K |
| Bayban | 0.25% | — | 2,288 | $282K |
| Longview Financial Advisors, Inc. | 0.19% | Reduce -1.4% | 2,283 | $281K |
| Resonant Capital Advisors, LLC | 0.02% | Add +0.0% | 2,275 | $280K |
| Geneva Partners, LLC | 0.10% | Reduce -1.5% | 2,261 | $279K |
| CoreFirst Bank & Trust | 0.15% | Add +135.3% | 2,249 | $277K |
| Walsh & Associates, LLC | 0.27% | — | 2,241 | $276K |
| Traveka Wealth, LLC | 0.11% | New | 2,239 | $276K |
| Quest 10 Wealth Builders, Inc. | 0.25% | Add +5.6% | 2,236 | $276K |
| Signature Equity Partners, LLC | 0.15% | — | 2,232 | $275K |
| Summit Wealth Group, LLC | 0.06% | No change | 2,223 | $274K |
| OneAscent Financial Services LLC | 0.03% | Reduce -3.1% | 2,223 | $274K |
| Legacy Financial Strategies, LLC | 0.05% | Add +1.3% | 2,216 | $273K |
| Allred Capital Management, LLC | 0.10% | Reduce -0.8% | 2,201 | $271K |
| Cordatus Wealth Management LLC | 0.06% | No change | 2,200 | $271K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -3.5% | 2,196 | $271K |
| Human Investing LLC | 0.04% | Add +7.8% | 2,193 | $270K |
| JSF Financial, LLC | 0.06% | Add +0.1% | 2,192 | $270K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 2,185 | $269K |
| Sachem Hill LLC | 0.05% | No change | 2,185 | $269K |
| Western Financial Corp | 0.11% | Reduce -11.7% | 2,184 | $269K |
| First Bank & Trust | 0.04% | No change | 2,184 | $269K |
| Riverbend Wealth Management, LLC | 0.17% | Add +9.4% | 2,180 | $269K |
| Fortis Advisors, LLC | 0.15% | Add +1.3% | 2,176 | $268K |
| Evernest Financial Advisors, LLC | 0.06% | New | 2,186 | $268K |
| Allegiance Financial Group Advisory Services LLC | 0.06% | Add +0.1% | 2,173 | $268K |
| Bangor Savings Bank | 0.02% | No change | 2,169 | $267K |
| 1900 Wealth Management LLC | 0.02% | No change | 2,168 | $267K |
| Portland Financial Advisors Inc | 0.57% | Reduce -33.7% | 2,164 | $267K |
| Greenwood Capital Associates LLC | 0.03% | No change | 2,160 | $266K |
| Anb Bank | 0.11% | Reduce -1.3% | 2,157 | $266K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 2,153 | $265K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | No change | 2,151 | $265K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +38.8% | 2,149 | $265K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 2,128 | $265K |
| Moors & Cabot, Inc. | 0.01% | Add +14.8% | 2,144 | $264K |
| Goodman Advisory Group, LLC | 0.07% | No change | 2,143 | $264K |
| Colonial Trust Co / SC | 0.04% | No change | 2,139 | $264K |
| A&I Financial Services, LLC | 0.13% | No change | 2,137 | $263K |
| Cambridge Financial Group, LLC | 0.09% | No change | 2,591 | $263K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -41.2% | 2,131 | $263K |
| Menard Financial Group LLC | 0.18% | No change | 2,129 | $262K |
| Impact Capital Partners LLC | 0.08% | Reduce -0.1% | 2,124 | $262K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,124 | $262K |
| Michael Brady & Co., LLC | 0.26% | — | 2,117 | $261K |
| Ledyard National Bank | 0.02% | Reduce -1.4% | 2,109 | $260K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 2,103 | $259K |
| Legacy Private Trust Co. | 0.02% | No change | 2,088 | $257K |
| CarsonAllaria Wealth Management, Ltd. | 0.13% | Add +1.1% | 2,080 | $256K |
| Beaton Management Co. Inc. | 0.11% | No change | 2,080 | $256K |
| Orange Investment Advisors, Inc. | 0.03% | No change | 2,075 | $256K |
| Guidance Capital, Inc. | 0.06% | Add +0.1% | 2,077 | $256K |
| Kuhn & Co Investment Counsel | 0.17% | New | 2,055 | $253K |
| Broussard Financial Group LLC | 0.21% | — | 2,055 | $253K |
| Aspen Wealth Management LLC | 0.05% | Add +0.1% | 2,050 | $253K |
| Argentarii, LLC | 0.08% | Reduce -7.5% | 2,044 | $252K |
| Three Bearings Fiduciary Advisors, Inc. | 0.24% | — | 2,033 | $252K |
| Stage Harbor Financial, LLC | 0.17% | No change | 2,040 | $251K |
| Platform Technology Partners | 0.05% | No change | 2,040 | $251K |
| Debussy Capital Management LP | 0.03% | No change | 2,040 | $251K |
| WESPAC Advisors, LLC | 0.14% | No change | 2,039 | $251K |
| Capital Advisors Wealth Management, LLC | 0.03% | Reduce -16.2% | 2,033 | $251K |
| DB Fitzpatrick & Co, Inc | 0.22% | Reduce -1.6% | 2,033 | $251K |
| Total Wealth Planning, LLC | 0.54% | Reduce -95.5% | 2,028 | $250K |
| Oregon Pacific Wealth Management, LLC | 0.26% | Reduce -22.8% | 2,027 | $250K |
| Cambient Family Office, LLC | 0.04% | — | 2,021 | $249K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -28.6% | 2,019 | $249K |
| Princeton Global Asset Management LLC | 0.04% | Add +902.5% | 2,005 | $247K |
| Northeast Investment Management | 0.01% | No change | 2,004 | $247K |
| Western Reserve Capital Management, LLC | 0.23% | — | 2,000 | $247K |
| KTF Investments, LLC | 0.04% | — | 2,000 | $247K |
| NorthStar Asset Management LLC | 0.11% | Add +0.1% | 1,999 | $246K |
| Cibc World Market Inc. | 0.00% | New | 1,999 | $246K |
| SHP Wealth Management | 0.02% | — | 1,997 | $246K |
| Delos Wealth Advisors, LLC | 0.16% | No change | 1,992 | $246K |
| Integris Wealth Management, LLC | 0.06% | No change | 1,991 | $245K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Add +0.1% | 1,975 | $243K |
| Tranquility Partners, LLC | 0.09% | Add +1.8% | 1,973 | $243K |
| North Forty Two & Co. | 0.23% | No change | 1,972 | $243K |
| Stewardship Advisors, LLC | 0.06% | Add +12.5% | 1,967 | $242K |
| Pathfinder Wealth Consulting, Inc. | 0.15% | — | 1,966 | $242K |
| Waldron Private Wealth LLC | 0.01% | No change | 1,964 | $242K |
| Evolve Private Wealth, LLC | 0.01% | — | 1,961 | $242K |
| Ignite Planners, LLC | 0.04% | Add +4.7% | 1,948 | $241K |
| Aire Advisors, LLC | 0.04% | No change | 1,952 | $241K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | No change | 1,948 | $240K |
| VSM Wealth Advisory, LLC | 0.07% | Add +0.1% | 1,948 | $240K |
| Tidal Investments LLC | 0.00% | No change | 1,946 | $240K |
| Centric Wealth Management | 0.05% | Add +0.1% | 1,929 | $240K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 1,940 | $239K |
| First Business Financial Services, Inc. | 0.02% | No change | 1,933 | $238K |
| Willis Investment Counsel | 0.01% | No change | 1,929 | $238K |
| Bluesphere Advisors LLC | 0.11% | No change | 1,928 | $238K |
| Axim Planning & Wealth | 0.25% | Reduce -11.8% | 1,921 | $237K |
| Plan A Wealth LLC | 0.12% | No change | 1,921 | $237K |
| Imprint Wealth LLC | 1.10% | Reduce -69.9% | 1,917 | $236K |
| BancFirst Trust & Investment Management | 0.10% | No change | 1,896 | $235K |
| Plan Group Financial, LLC | 0.06% | Reduce -15.8% | 1,907 | $235K |
| Fortitude Advisory Group L.L.C. | 0.10% | No change | 1,898 | $234K |
| Proathlete Wealth Management LLC | 0.06% | Reduce -6.6% | 1,896 | $234K |
| Zions Bancorporation, National Association | 0.01% | No change | 1,894 | $233K |
| Chicago Capital, LLC | 0.01% | Reduce -17.7% | 1,883 | $232K |
| REAP Financial Group, LLC | 0.05% | Reduce -6.9% | 1,881 | $232K |
| Midwest Financial Partners Investments, Inc. | 0.13% | — | 1,880 | $232K |
| Premier Path Wealth Partners, LLC | 0.03% | No change | 1,879 | $232K |
| Berkshire Money Management, Inc. | 0.02% | New | 1,875 | $231K |
| Pension & Wealth Management Advisors, Inc. | 0.07% | Reduce -1.8% | 1,873 | $231K |
| Norris Perne & French LLP | 0.02% | Add +0.7% | 1,872 | $231K |
| Covenant Asset Management, LLC | 0.04% | Reduce -0.7% | 1,869 | $230K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -0.6% | 1,855 | $229K |
| Tandem Capital Management Corp. | 0.10% | No change | 1,853 | $228K |
| Maple Capital Management, Inc. | 0.01% | Add +1.8% | 1,848 | $228K |
| Rockline Wealth Management, LLC | 0.05% | No change | 1,841 | $227K |
| E&G Advisors, LLC | 0.05% | No change | 1,840 | $227K |
| Inscription Capital, LLC | 0.02% | Add +0.1% | 1,838 | $227K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -13.4% | 1,819 | $226K |
| Solidarity Wealth, LLC | 0.05% | No change | 1,830 | $226K |
| Green Ridge Wealth Planning LLC | 0.11% | — | 1,817 | $224K |
| Bfsg, LLC | 0.02% | No change | 1,814 | $224K |
| Berkeley, Inc | 0.07% | No change | 1,810 | $223K |
| Kagan Cocozza Asset Management | 0.16% | No change | 1,808 | $223K |
| Abound Wealth Management | 0.05% | Add +34.0% | 1,806 | $223K |
| Redhawk Wealth Advisors, Inc. | 0.03% | No change | 1,806 | $223K |
| Mattern Capital Management, LLC | 0.03% | Reduce -3.7% | 1,806 | $223K |
| Synergy Asset Management, LLC | 0.02% | New | 1,806 | $223K |
| Bill Few Associates, Inc. | 0.05% | No change | 1,798 | $222K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 1,795 | $221K |
| Post Resch Tallon Group Inc. | 0.19% | Reduce -4.1% | 1,785 | $220K |
| Global Strategic Investment Solutions, LLC | 0.02% | Add +0.1% | 1,770 | $218K |
| Hobart Private Capital, LLC | 0.04% | New | 1,768 | $218K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 1,765 | $218K |
| Pacific Asset Management, LLC | 0.13% | Add +0.1% | 1,761 | $217K |
| Braeburn Wealth Management LLC | 0.11% | — | 1,757 | $217K |
| Builder Investment Group Inc. | 0.05% | Reduce -9.1% | 1,756 | $216K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 1,755 | $216K |
| LifeWealth Investments, LLC | 0.07% | Reduce -0.3% | 1,738 | $214K |
| Straight Path Wealth Management | 0.06% | No change | 1,734 | $214K |
| SMI Advisory Services, LLC | 0.04% | No change | 1,708 | $214K |
| Prosperity Wealth Management, Inc. | 0.07% | No change | 1,726 | $213K |
| Twelve Points Wealth Management LLC | 0.05% | Reduce -13.4% | 1,705 | $213K |
| Wealth Forward, LLC | 0.12% | No change | 1,720 | $212K |
| Zacks Investment Management | 0.00% | Add +0.1% | 1,719 | $212K |
| Capstone Financial Advisors, Inc. | 0.01% | Reduce -2.3% | 1,716 | $212K |
| Maxele Advisors, LLC | 0.17% | No change | 1,715 | $211K |
| Linscomb Wealth, Inc. | 0.01% | No change | 1,715 | $211K |
| HRC Wealth Management, LLC | 0.10% | No change | 1,714 | $211K |
| Arkos Global Advisors | 0.03% | Reduce -13.7% | 1,713 | $211K |
| GW Henssler & Associates Ltd. | 0.01% | Reduce -7.9% | 1,711 | $211K |
| Inlight Wealth Management, LLC | 0.08% | No change | 210,897 | $211K |
| Argo Wealth Advisory, LLC | 0.13% | — | 1,709 | $211K |
| Strata Wealth Advisors, LLC | 0.06% | Reduce -0.2% | 1,706 | $210K |
| Tannin Capital LLC | 0.19% | — | 1,701 | $210K |
| Hamilton Point Investment Advisors, LLC | 0.03% | New | 1,698 | $209K |
| Thrive Capital Management, LLC | 0.05% | New | 1,682 | $207K |
| Grey Fox Wealth Advisors, LLC | 0.04% | Reduce -20.8% | 1,679 | $207K |
| Wrenne Financial Planning LLC | 0.08% | No change | 1,670 | $206K |
| RDA Financial Network | 0.05% | New | 1,670 | $206K |
| Matauro, LLC | 0.03% | Add +0.1% | 1,670 | $206K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 1,664 | $205K |
| OneAscent Wealth Management LLC | 0.07% | New | 1,662 | $205K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -15.9% | 1,657 | $204K |
| Pointe Capital Management LLC | 0.10% | New | 1,656 | $204K |
| Asset Dedication, LLC | 0.01% | No change | 1,643 | $203K |
| Buttonwood Financial Group, LLC | 0.11% | Reduce -30.1% | 1,624 | $202K |
| Sankala Group LLC | 0.16% | — | 1,691 | $202K |
| Columbia Bank | 0.06% | New | 1,639 | $202K |
| Nova Wealth Management, Inc. | 0.14% | Reduce -5.3% | 1,633 | $201K |
| Trexquant Investment LP | 0.00% | Reduce -13.9% | 1,630 | $201K |
| Abacus Wealth Partners, LLC | 0.02% | New | 1,628 | $201K |
| Wealth Management Partners, LLC | 0.06% | New | 1,627 | $201K |
| Hendershot Investments Inc. | 0.03% | New | 1,626 | $200K |
| Greenhouse Wealth Management, LLC | 0.12% | New | 1,626 | $200K |
| Coordinated Financial Services, Inc. | 0.12% | New | 1,624 | $200K |
| Atlantic Private Wealth, LLC | 0.13% | Add +0.1% | 1,588 | $196K |
| Basepoint Wealth LLC | 0.12% | New | 1,580 | $195K |
| Addison Advisors LLC | 0.04% | No change | 1,536 | $189K |
| First PREMIER Bank | 0.04% | No change | 1,530 | $189K |
| Basso Capital Management, L.P. | 0.11% | Add +657.2% | 1,522 | $188K |
| Safe Harbor Family Capital, LLC | 0.16% | — | 1,454 | $179K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 1,453 | $179K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.3% | 1,415 | $174K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -13.6% | 1,369 | $169K |
| Harbor Asset Planning, Inc. | 0.14% | Add +0.1% | 1,350 | $166K |
| Evermay Wealth Management LLC | 0.02% | Reduce -18.0% | 1,337 | $165K |
| Cardinal Strategic Wealth Guidance | 0.04% | No change | 1,326 | $163K |
| Team Financial Group, LLC | 0.07% | Add +4.8% | 1,317 | $162K |
| Red Tortoise LLC | 0.07% | No change | 1,316 | $162K |
| Wolff Wiese Magana LLC | 0.09% | Reduce -1.9% | 1,259 | $155K |
| BankPlus Trust Department | 0.04% | Add +235.2% | 1,190 | $147K |
| Clearstead Trust, LLC | 0.02% | No change | 1,168 | $144K |
| Horizon Investments, LLC | 0.00% | New | 1,121 | $138K |
| Peck Wealth Management, LLC | 0.13% | No change | 1,119 | $138K |
| Insight Inv LLC | 0.08% | Reduce -6.9% | 1,113 | $137K |
| MPWM Advisory Solutions, LLC | 0.07% | No change | 1,092 | $135K |
| West Branch Capital LLC | 0.03% | Add +0.1% | 1,086 | $134K |
| Milestone Investment Advisors LLC | 0.03% | No change | 1,076 | $133K |
| Aventura Private Wealth, LLC | 0.05% | Add +0.1% | 1,065 | $131K |
| SouthState Bank Corp | 0.01% | Reduce -24.0% | 1,045 | $129K |
| Bulwark Capital Corp | 0.09% | No change | 1,044 | $129K |
| Ameriflex Group, Inc. | 0.07% | Add +16.3% | 1,035 | $128K |
| Hoese & Co LLP | 0.09% | No change | 1,032 | $127K |
| IMA Advisory Services, Inc. | 0.01% | No change | 1,031 | $127K |
| Realta Investment Advisors | 0.04% | Reduce -0.4% | 1,023 | $126K |
| Register Financial Advisors LLC | 0.05% | Reduce -0.8% | 1,023 | $126K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,008 | $124K |
| KERR FINANCIAL PLANNING Corp | 0.17% | Reduce -0.1% | 1,046 | $124K |
| JDM Financial Group LLC | 0.05% | No change | 996 | $123K |
| Pittenger & Anderson Inc. | 0.00% | No change | 965 | $119K |
| Holos Integrated Wealth LLC | 0.07% | Add +125.2% | 957 | $118K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 950 | $117K |
| Gilpin Wealth Management, LLC | 0.09% | — | 947 | $117K |
| Motco | 0.01% | No change | 920 | $113K |
| Frankly Finances, LLC | 0.11% | — | 912 | $112K |
| Elyxium Wealth, LLC | 0.03% | New | 900 | $111K |
| MGB Wealth Management, LLC | 0.03% | No change | 892 | $110K |
| Murphy & Mullick Capital Management Corp | 0.08% | No change | 884 | $109K |
| Balentine LLC | 0.00% | No change | 874 | $108K |
| High Point Wealth Management, LLC | 0.10% | — | 873 | $108K |
| Hoey Investments, Inc. | 0.01% | No change | 865 | $107K |
| DV Trading LLC | 0.01% | — | 858 | $106K |
| American National Bank & Trust | 0.01% | No change | 854 | $105K |
| Black Cypress Capital Management, LLC | 0.07% | Reduce -18.4% | 839 | $103K |
| Armor Investment Advisors, LLC | 0.04% | No change | 838 | $103K |
| Ballast Advisors LLC | 0.03% | No change | 838 | $103K |
| Arcadia Investment Management Corp. | 0.02% | Add +6323.1% | 835 | $103K |
| Nemes Rush Group LLC | 0.01% | Add +33.0% | 815 | $101K |
| Root Financial Partners, LLC | 0.01% | Reduce -38.2% | 790 | $97K |
| Collier Financial | 0.07% | Reduce -9.9% | 780 | $96K |
| Birchwood Financial Partners, Inc. | 0.09% | — | 761 | $94K |
| Frazier Financial Advisors, LLC | 0.06% | Reduce -9.8% | 760 | $94K |
| Corsicana & Co. | 0.05% | No change | 736 | $91K |
| Signature Resources Capital Management, LLC | 0.05% | Reduce -17.3% | 727 | $90K |
| Noble Wealth Management PBC | 0.04% | Reduce -3.3% | 725 | $89K |
| Rice Partnership, LLC | 0.01% | Reduce -13.9% | 722 | $89K |
| Aspect Partners, LLC | 0.04% | No change | 720 | $89K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 708 | $87K |
| Pin Oak Investment Advisors Inc. | 0.06% | No change | 704 | $85K |
| HHM Wealth Advisors, LLC | 0.01% | Add +9.4% | 689 | $85K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 642 | $79K |
| Lazard Asset Management LLC | 0.00% | No change | 640 | $79K |
| Garton & Associates Financial Advisors LLC | 0.05% | — | 636 | $78K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +14.2% | 628 | $77K |
| IAG Wealth Partners, LLC | 0.01% | No change | 625 | $77K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +1071.7% | 621 | $77K |
| Capital Investment Counsel, Inc | 0.01% | New | 612 | $75K |
| Strategic Wealth Advisors LLC | 0.06% | — | 610 | $75K |
| City State Bank | 0.02% | New | 606 | $75K |
| Roxbury Financial LLC | 0.06% | Add +0.2% | 581 | $72K |
| Graney & King, LLC | 0.04% | Reduce -29.5% | 576 | $71K |
| Chilton Capital Management LLC | 0.00% | Reduce -23.3% | 576 | $71K |
| CDKV Holdings LLC | 0.06% | — | 575 | $71K |
| IMG Wealth Management, Inc. | 0.04% | New | 566 | $70K |
| Westside Investment Management, Inc. | 0.01% | No change | 555 | $68K |
| Adirondack Trust Co. | 0.02% | No change | 537 | $66K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.05% | — | 536 | $66K |
| Curio Wealth, LLC | 0.02% | No change | 519 | $65K |
| Independence Bank of Kentucky | 0.01% | No change | 525 | $65K |
| Atomic Invest LLC | 0.04% | — | 511 | $63K |
| Kozak & Associates, Inc. | 0.01% | Add +0.2% | 507 | $63K |
| True Wealth Design, LLC | 0.02% | No change | 501 | $62K |
| HighMark Wealth Management LLC | 0.02% | Add +13.2% | 479 | $59K |
| Concord Wealth Partners | 0.01% | Reduce -15.8% | 465 | $57K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 460 | $57K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 452 | $56K |
| Cordgrass Capital Advisors, LLC | 0.01% | Reduce -10.5% | 445 | $55K |
| Bullock Wealth Management Group | 0.03% | — | 443 | $55K |
| IFC & Insurance Marketing, Inc. | 0.05% | — | 428 | $53K |
| Archer Investment Corp | 0.01% | Reduce -39.9% | 410 | $51K |
| Morgan Dempsey Capital Management LLC | 0.02% | No change | 400 | $49K |
| Compass Financial Services Inc | 0.02% | Reduce -17.2% | 391 | $48K |
| Darwin Wealth Management, LLC | 0.01% | Add +51.0% | 388 | $48K |
| Financial Consulate, Inc. | 0.01% | Add +12.2% | 377 | $46K |
| Financial Connections Group, Inc. | 0.02% | No change | 380 | $46K |
| Hurley Capital, LLC | 0.03% | New | 368 | $45K |
| Sawyer & Company, Inc | 0.02% | Reduce -40.0% | 360 | $44K |
| Bellevue Asset Management, LLC | 0.01% | No change | 356 | $44K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 356 | $43K |
| PFS Partners, LLC | 0.02% | No change | 337 | $42K |
| Wellington Grp LLC | 0.01% | — | 328 | $40K |
| Providence Capital Advisors, LLC | 0.01% | No change | 324 | $40K |
| Fortitude Family Office, LLC | 0.01% | New | 304 | $37K |
| Ransom Advisory, Ltd | 0.01% | New | 303 | $37K |
| Copia Wealth Management | 0.03% | No change | 300 | $37K |
| Gleason Group, Inc. | 0.00% | Add +0.3% | 298 | $37K |
| GoalVest Advisory LLC | 0.01% | No change | 292 | $36K |
| Carolina Wealth Advisors, LLC | 0.02% | New | 290 | $36K |
| Mechanics Financial Corp | 0.01% | No change | 290 | $36K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 285 | $35K |
| Chesapeake Asset Management LLC | 0.03% | No change | 276 | $34K |
| Boreal Capital Management LLC | 0.03% | No change | 270 | $33K |
| Entrust Financial LLC | 0.02% | — | 267 | $33K |
| DecisionPoint Financial, LLC | 0.01% | No change | 265 | $33K |
| Howe & Rusling Inc. | 0.00% | Add +0.4% | 258 | $32K |
| Founders Capital Management | 0.02% | Add +1.2% | 253 | $31K |
| NorthAvenue LLC | 0.02% | — | 239 | $29K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -56.2% | 236 | $29K |
| Centennial Bank | 0.01% | No change | 234 | $29K |
| Morling Financial Advisors, LLC | 0.01% | No change | 234 | $29K |
| Davis Capital Management | 0.02% | No change | 231 | $28K |
| Turning Point Benefit Group, Inc. | 0.01% | No change | 229 | $28K |
| McIlrath & Eck, LLC | 0.00% | No change | 227 | $28K |
| Decker Retirement Planning Inc. | 0.01% | New | 225 | $28K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +174.4% | 225 | $28K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 220 | $27K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 220 | $27K |
| Strive Financial Group ,LLC | 0.01% | — | 210 | $26K |
| Creative Capital Management Investments LLC | 0.01% | No change | 200 | $25K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -88.5% | 186 | $23K |
| Benson Wealth Management INC | 0.03% | — | 184 | $23K |
| Advocate Investing Services LLC | 0.02% | — | 164 | $20K |
| Estate Planners Group, LLC | 0.01% | — | 164 | $20K |
| Timmons Wealth Management, LLC | 0.02% | — | 160 | $20K |
| Networth Advisors, LLC | 0.01% | — | 152 | $19K |
| Nvest Wealth Strategies, Inc. | 0.01% | — | 151 | $19K |
| Pacifica Partners Inc. | 0.01% | No change | 150 | $19K |
| Van Den Berg Management I, Inc. | 0.00% | New | 150 | $18K |
| Horizons Wealth Management | 0.01% | No change | 148 | $18K |
| Cheviot Value Management, LLC | 0.00% | No change | 141 | $18K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Reduce -20.0% | 140 | $17K |
| Dogwood Wealth Management LLC | 0.01% | No change | 137 | $17K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.9% | 135 | $17K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -53.6% | 129 | $16K |
| Field & Main Bank | 0.00% | No change | 128 | $16K |
| Pflug Koory, LLC | 0.01% | No change | 122 | $15K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 121 | $15K |
| NFSG Corp | 0.00% | Add +195.0% | 118 | $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% | No change | 95 | $12K |
| Triumph Capital Management | 0.00% | New | 90 | $11K |
| Grand Wealth Management, LLC | 0.01% | Add +18.4% | 90 | $11K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 88 | $11K |
| Obsidian Cio, LLC | 0.02% | Reduce -99.4% | 87 | $11K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 87 | $11K |
| United Financial Planning Group LLC | 0.01% | Reduce -85.7% | 82 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 82 | $10K |
| Ankerstar Wealth, LLC | 0.01% | — | 81 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 81 | $10K |
| Caitlin John, LLC | 0.01% | No change | 77 | $9K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 71 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 70 | $9K |
| Paladin Advisory Group, LLC | 0.01% | No change | 65 | $8K |
| Chapman Financial Group, LLC | 0.01% | No change | 59 | $7K |
| Minot DeBlois Advisors LLC | 0.01% | Reduce -23.1% | 50 | $6K |
| Hamrick Investment Counsel, llc | 0.00% | — | 50 | $6K |
| BankChampaign, National Association | 0.01% | — | 350 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 49 | $6K |
| Chelsea Counsel Co. | 0.00% | No change | 46 | $6K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 41 | $5K |
| Highline Wealth Partners LLC | 0.00% | New | 33 | $4K |
| CrossGen Wealth, LLC | 0.00% | — | 32 | $4K |
| Nvwm, LLC | 0.00% | New | 29 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 28 | $3K |
| ESL Trust Services, LLC | 0.00% | New | 26 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -61.9% | 24 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 18 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 16 | $2K |
| Blueline Advisors LLC | 0.00% | — | 2 | $247 |
| Avion Wealth | 0.00% | No change | 3 | $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.