iShares S&P 500 Growth ETFIVWETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 2,137 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 84 from Q1 2026. 158 opened new positions and 67 sold out. The largest holders were Envestnet Asset Management Inc. ($6.8B), JPMorgan Chase & Co. ($5.4B) and Morgan Stanley ($4.8B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares S&P 500 Growth ETF
- CUSIP
- 464287309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 158 | $206.2M |
| Exits | 67 | $84.7M |
All 13F filers, Q1 2026 → Q2 2026: 11,367,564 shares bought and 10,858,931 shares sold, net +508,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,137 holders
| Envestnet Asset Management Inc. | 1.60% | Reduce -0.1% | 49,275,443 | $6.8B |
| JPMorgan Chase & Co. | 0.31% | Reduce -2.5% | 39,457,799 | $5.4B |
| Morgan Stanley | 0.25% | Add +0.9% | 34,601,758 | $4.8B |
| LPL Financial LLC | 0.67% | Add +3.2% | 21,564,794 | $3.0B |
| Bank of America Corp. | 0.18% | Add +5.2% | 20,803,829 | $2.9B |
| Wells Fargo & Company | 0.37% | Add +0.3% | 15,408,492 | $2.1B |
| UBS Group AG | 0.18% | Reduce -4.3% | 8,213,429 | $1.1B |
| Stifel Financial Corp. | 0.94% | Add +12.1% | 8,171,635 | $1.1B |
| Ameriprise Financial Inc. | 0.22% | Reduce -0.0% | 8,007,251 | $1.1B |
| PNC Financial Services Group, Inc. | 0.36% | Reduce -2.9% | 5,236,259 | $720.1M |
| Cetera Investment Advisers | 0.60% | Add +0.7% | 4,789,797 | $658.7M |
| BlackRock, Inc. | 0.01% | Reduce -3.5% | 4,372,824 | $601.4M |
| Raymond James Financial Inc. | 0.16% | Add +9.6% | 4,262,762 | $586.3M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -1.4% | 4,224,901 | $581.1M |
| MML Investors Services, LLC | 1.12% | Add +19.4% | 3,983,147 | $547.8M |
| Park Avenue Securities LLC | 3.32% | Add +0.3% | 3,868,755 | $532.1M |
| M&T Bank Corp | 1.55% | Reduce -2.5% | 3,855,837 | $530.3M |
| Lido Advisors, LLC | 1.80% | Reduce -6.1% | 3,637,150 | $500.2M |
| Royal Bank of Canada | 0.08% | Add +1.8% | 3,602,660 | $495.4M |
| Envestnet Portfolio Solutions, Inc. | 2.35% | Reduce -2.3% | 3,569,833 | $491.0M |
| Mariner, LLC | 0.47% | Reduce -8.3% | 3,269,520 | $449.7M |
| Commonwealth Equity Services, LLC | 0.53% | Add +1.6% | 3,084,786 | $424.3M |
| Jones Financial Companies LLLP | 0.17% | Add +6.8% | 3,194,451 | $423.8M |
| Regions Financial Corp. | 2.15% | Reduce -2.9% | 2,617,108 | $359.9M |
| Janney Montgomery Scott LLC | 0.64% | Reduce -0.1% | 2,413,813 | $332.0M |
| Foundations Investment Advisors, LLC | 3.41% | Add +5.9% | 2,410,689 | $331.5M |
| Sofi Wealth, LLC | 13.00% | Add +4.4% | 2,349,051 | $323.1M |
| HB Wealth Management, LLC | 1.70% | Reduce -1.6% | 2,200,705 | $302.7M |
| FMR LLC | 0.01% | Add +0.0% | 2,047,686 | $281.6M |
| HighTower Advisors, LLC | 0.27% | Reduce -1.4% | 2,021,788 | $278.1M |
| Osaic Holdings, Inc. | 0.33% | Add +2.4% | 2,013,076 | $277.0M |
| Bank of New York Mellon Corp | 0.05% | Add +1.1% | 2,000,012 | $275.1M |
| Focus Partners Wealth | 0.27% | Add +2.3% | 1,947,941 | $267.9M |
| NewEdge Advisors, LLC | 0.75% | Add +1.1% | 1,841,602 | $253.3M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +0.3% | 1,657,682 | $228.0M |
| Fifth Third Bancorp | 0.32% | Reduce -4.5% | 1,429,702 | $196.6M |
| Thrivent Financial for Lutherans | 0.33% | Reduce -5.4% | 1,389,402 | $190.6M |
| Rehmann Capital Advisory Group | 8.21% | Add +11.9% | 1,303,025 | $179.3M |
| JB Capital LLC | 6.17% | Reduce -3.2% | 1,295,626 | $178.2M |
| Moneta Group Investment Advisors LLC | 1.31% | Add +0.2% | 1,288,834 | $177.3M |
| Sanctuary Advisors, LLC | 0.78% | Reduce -13.0% | 1,223,682 | $168.3M |
| Calamos Wealth Management LLC | 4.84% | Add +1.9% | 1,147,615 | $157.8M |
| Truist Financial Corp. | 0.19% | Reduce -6.7% | 1,142,608 | $157.1M |
| United Capital Financial Advisors, LLC | 0.85% | Add +1.7% | 1,124,043 | $154.7M |
| MAI Capital Management | 0.59% | Add +1.5% | 1,124,765 | $154.7M |
| Cambridge Investment Research Advisors, Inc. | 0.35% | Reduce -1.6% | 1,121,121 | $154.2M |
| Cerity Partners LLC | 0.18% | Add +4.3% | 1,074,898 | $147.8M |
| LVZ, Inc. | 14.49% | Reduce -1.0% | 1,036,902 | $142.6M |
| Courier Capital LLC | 6.31% | Reduce -4.6% | 918,582 | $126.3M |
| Rockefeller Capital Management L.P. | 0.19% | Add +1.7% | 900,491 | $123.8M |
| Kestra Advisory Services, LLC | 0.38% | Add +0.2% | 861,433 | $118.5M |
| Advocacy Wealth Management, LLC | 4.04% | Reduce -2.6% | 807,434 | $111.0M |
| Steward Partners Investment Advisory, LLC | 0.56% | Reduce -41.6% | 795,103 | $109.4M |
| Baird Financial Group, Inc. | 0.15% | Reduce -11.4% | 783,316 | $107.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.38% | Reduce -9.8% | 762,341 | $104.8M |
| Ascent Group, LLC | 3.03% | Add +0.6% | 736,912 | $101.3M |
| Modern Wealth Management, LLC | 1.21% | Add +24.1% | 735,644 | $101.2M |
| Two Sigma Investments, LP | 0.08% | Reduce -63.6% | 717,831 | $98.7M |
| Northern Trust Corp. | 0.01% | Reduce -3.2% | 710,390 | $97.7M |
| AE Wealth Management LLC | 0.45% | Reduce -0.8% | 709,045 | $97.5M |
| Triad Wealth Partners, LLC | 5.72% | Add +48.4% | 697,889 | $96.5M |
| Keybank National Association | 0.32% | Reduce -1.1% | 699,654 | $96.2M |
| Creative Planning | 0.05% | Reduce -0.3% | 671,647 | $92.4M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +7.3% | 647,650 | $89.8M |
| Modera Wealth Management, LLC | 0.92% | Reduce -1.6% | 625,957 | $86.1M |
| Stegner Investment Associates Inc. | 39.80% | Reduce -0.9% | 608,731 | $83.7M |
| Atria Investments, Inc | 0.83% | Add +3.3% | 603,475 | $83.0M |
| Vise Technologies, Inc. | 0.93% | Add +162.4% | 595,611 | $81.9M |
| Arkadios Wealth Advisors | 1.24% | Add +18.5% | 588,050 | $80.9M |
| Bank of Montreal | 0.03% | Reduce -1.7% | 585,670 | $80.5M |
| US Bancorp \de | 0.09% | Add +0.4% | 578,774 | $79.6M |
| Salomon & Ludwin, LLC | 6.51% | Reduce -3.4% | 578,289 | $79.1M |
| Valmark Advisers, Inc. | 0.83% | Reduce -4.0% | 569,928 | $78.4M |
| SilverOak Wealth Management LLC | 9.92% | Reduce -1.2% | 559,953 | $77.0M |
| CreativeOne Wealth, LLC | 1.58% | Add +4.6% | 531,981 | $73.2M |
| Harbour Investments, Inc. | 0.98% | Reduce -1.0% | 527,487 | $72.5M |
| North Star Investment Management Corp. | 3.79% | Add +0.9% | 505,966 | $69.6M |
| Captrust Financial Advisors | 0.11% | Add +2.3% | 500,578 | $68.8M |
| Mercer Global Advisors Inc. | 0.08% | Add +42.1% | 497,843 | $68.5M |
| Private Advisor Group, LLC | 0.31% | Reduce -27.8% | 497,075 | $68.4M |
| Probity Advisors, Inc. | 9.63% | Reduce -2.3% | 489,655 | $67.3M |
| West Wealth Group, LLC | 10.95% | Add +3.8% | 486,868 | $67.0M |
| Midland Wealth Advisors, LLC | 3.10% | Reduce -4.5% | 480,380 | $66.1M |
| Icon Wealth Advisors, LLC | 3.95% | Reduce -3.3% | 476,929 | $65.6M |
| SCS Capital Management LLC | 0.61% | Reduce -1.1% | 466,610 | $64.2M |
| Mgo One Seven LLC | 1.00% | Add +1.0% | 438,642 | $60.3M |
| Principal Securities, Inc. | 0.71% | Add +1.5% | 428,592 | $58.9M |
| Sigma Planning Corp | 1.48% | Reduce -1.1% | 427,683 | $58.8M |
| USA Financial Formulas | 10.53% | — | 418,090 | $57.5M |
| Pathstone Holdings, LLC | 0.16% | Add +15.4% | 407,233 | $56.0M |
| Citigroup Inc. | 0.03% | Add +19.1% | 407,199 | $56.0M |
| Choreo, LLC | 0.61% | Reduce -1.8% | 402,802 | $55.4M |
| AQR Capital Management | 0.02% | Add +20.1% | 402,461 | $55.4M |
| &partners | 0.23% | Reduce -8.1% | 401,071 | $55.3M |
| MA Private Wealth | 8.11% | Add +1.4% | 395,664 | $54.4M |
| Clearstead Advisors, LLC | 0.49% | Add +1.4% | 374,870 | $51.6M |
| ShoreHaven Wealth Partners, LLC | 16.15% | Add +22.2% | 373,246 | $51.3M |
| OneDigital Investment Advisors LLC | 0.43% | Reduce -5.0% | 371,331 | $51.1M |
| Sharkey, Howes & Javer | 6.14% | Reduce -0.3% | 369,845 | $50.9M |
| Encompass Wealth Advisors, LLC | 15.43% | Reduce -1.0% | 368,443 | $50.7M |
| Dynasty Wealth Management, LLC | 0.37% | Add +1.4% | 366,195 | $50.4M |
| Lee Financial Co | 6.23% | Add +0.1% | 354,953 | $48.8M |
| Calydon Capital | 7.11% | Add +0.1% | 352,808 | $48.5M |
| Connecticut Wealth Management, LLC | 1.79% | Reduce -0.6% | 351,996 | $48.4M |
| Beacon Pointe Advisors, LLC | 0.23% | Add +1.0% | 351,931 | $48.4M |
| CGC Financial Services, LLC | 10.61% | Reduce -1.3% | 342,936 | $47.2M |
| Stratos Wealth Partners, LTD. | 0.48% | Reduce -12.0% | 342,045 | $47.0M |
| Vestmark Advisory Solutions, Inc. | 0.44% | Add +278.7% | 338,319 | $46.5M |
| Financial Life Advisors | 13.20% | Reduce -6.5% | 337,681 | $46.4M |
| Foundation Wealth Management, LLC | 28.61% | Reduce -0.3% | 336,974 | $46.3M |
| Equitable Holdings, Inc. | 0.27% | Add +20.8% | 333,125 | $45.8M |
| J.W. Cole Advisors, Inc. | 0.79% | New | 332,923 | $45.8M |
| LMG Wealth Partners, LLC | 7.31% | Add +0.3% | 332,814 | $45.8M |
| Gladstone Institutional Advisory LLC | 1.44% | Add +2.8% | 332,038 | $45.7M |
| Farther Finance Advisors, LLC | 0.35% | Reduce -0.9% | 329,558 | $45.3M |
| Busey Bank | 1.08% | Reduce -1.6% | 324,477 | $44.6M |
| Wealth Alliance, LLC | 3.69% | Add +47.1% | 320,489 | $44.1M |
| 1834 Investment Advisors Co. | 4.99% | Reduce -1.6% | 320,486 | $44.1M |
| Praetorian Wealth Management, Inc. | 7.43% | Reduce -0.5% | 312,983 | $43.0M |
| Integrity Alliance, Llc. | 1.35% | Add +8.2% | 312,079 | $42.9M |
| Greenleaf Trust | 0.41% | Add +1.2% | 311,771 | $42.9M |
| Stone House Investment Management, LLC | 5.55% | Add +2.2% | 303,365 | $41.7M |
| Concurrent Investment Advisors, LLC | 0.35% | Add +6.9% | 299,260 | $41.2M |
| Bokf, NA | 0.57% | Reduce -1.5% | 299,207 | $41.1M |
| Capital Analysts, LLC | 0.94% | Add +1.1% | 297,608 | $40.9M |
| Blue Edge Capital, LLC | 4.90% | Add +0.6% | 296,902 | $40.8M |
| Kestra Private Wealth Services, LLC | 0.45% | Add +8.9% | 294,758 | $40.5M |
| Sagespring Wealth Partners, LLC | 0.62% | Add +2.0% | 294,370 | $40.5M |
| Amarillo National Bank | 6.44% | Reduce -0.6% | 292,223 | $40.2M |
| Sterling Investment Counsel, LLC | 9.32% | Add +1.7% | 287,866 | $39.6M |
| Corient Private Wealth LP | 0.05% | Reduce -17.6% | 285,498 | $39.3M |
| Eq LLC | 9.56% | Add +6.7% | 283,058 | $38.9M |
| Orion Porfolio Solutions, LLC | 0.30% | Reduce -0.5% | 281,870 | $38.8M |
| Marks Group Wealth Management, Inc | 3.37% | Add +98.3% | 280,897 | $38.6M |
| Powell Investment Advisors, LLC | 12.14% | Reduce -3.7% | 279,385 | $38.4M |
| Ewa, LLC | 7.01% | Reduce -0.8% | 278,926 | $38.4M |
| Global Retirement Partners, LLC | 0.59% | — | 278,764 | $38.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.73% | Reduce -0.0% | 275,850 | $37.9M |
| Meridian Wealth Partners, LLC | 4.58% | Add +1.0% | 275,265 | $37.9M |
| IFP Advisors, Inc | 0.67% | Reduce -21.3% | 269,980 | $37.1M |
| Ieq Capital, LLC | 0.17% | Add +0.9% | 266,825 | $36.7M |
| Wilmington Savings Fund Society, FSB | 0.82% | Add +0.8% | 266,035 | $36.6M |
| Silicon Valley Capital Partners | 2.96% | Reduce -2.3% | 265,605 | $36.5M |
| MV Capital Management, Inc. | 3.22% | Reduce -0.8% | 264,100 | $36.3M |
| Brookstone Capital Management | 0.36% | Reduce -15.6% | 263,593 | $36.3M |
| Kwmg, LLC | 2.62% | Add +5.1% | 263,478 | $36.2M |
| Integrated Wealth Concepts LLC | 0.24% | Add +5.0% | 262,511 | $36.1M |
| BOK Financial Private Wealth, Inc. | 1.84% | Reduce -1.8% | 261,173 | $35.9M |
| Natixis Advisors, LLC | 0.04% | Add +0.9% | 260,985 | $35.9M |
| Savant Capital, LLC | 0.11% | Add +54.5% | 258,414 | $35.9M |
| Horst & Graben Wealth Management LLC | 4.72% | Reduce -0.2% | 261,956 | $35.9M |
| Allworth Financial LP | 0.15% | Reduce -49.5% | 260,671 | $35.9M |
| AlphaCore Capital LLC | 0.65% | Reduce -7.7% | 258,194 | $35.5M |
| SteelPeak Wealth, LLC | 0.93% | Reduce -3.0% | 257,599 | $35.4M |
| First Merchants Corp. | 1.24% | Add +0.5% | 256,893 | $35.3M |
| Quantinno Capital Management LP | 0.04% | Add +2.1% | 256,741 | $35.3M |
| Pettinga Financial Advisors LLC | 5.62% | Reduce -2.8% | 254,988 | $35.1M |
| Alvarez & Marsal Private Wealth Partners, LLC | 4.62% | Add +3.1% | 254,912 | $35.1M |
| Detalus Advisors, LLC | 6.79% | Add +1.7% | 253,147 | $34.8M |
| Swmg, LLC | 8.19% | Add +16.8% | 252,257 | $34.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.58% | Reduce -3.8% | 252,052 | $34.7M |
| ADG Wealth Management Group, LLC | 21.02% | Reduce -2.0% | 240,689 | $33.1M |
| Security Financial Services, INC. | 4.58% | Reduce -3.5% | 240,119 | $33.0M |
| Avior Wealth Management, LLC | 0.87% | Add +3.7% | 239,337 | $32.9M |
| Merit Financial Group, LLC | 0.20% | Reduce -1.5% | 236,673 | $32.5M |
| Cahill Financial Advisors Inc. | 3.10% | Reduce -1.9% | 234,566 | $32.3M |
| PAX Financial Group, LLC | 4.77% | Add +4.0% | 233,600 | $32.1M |
| Western Wealth Management, LLC | 1.05% | Reduce -1.0% | 233,092 | $32.1M |
| Physician Wealth Advisors, Inc. | 3.79% | Add +9.2% | 230,758 | $31.7M |
| One Wealth Advisors, LLC | 3.46% | Add +0.7% | 228,006 | $31.4M |
| World Investment Advisors | 0.52% | Reduce -1.0% | 254,859 | $31.3M |
| Csenge Advisory Group | 1.27% | Reduce -1.2% | 227,378 | $31.3M |
| Droms Strauss Advisors Inc. /Mo/ | 7.08% | Reduce -0.3% | 226,859 | $31.2M |
| Saiph Capital, LLC | 9.22% | Add +0.5% | 223,887 | $30.8M |
| Hemming& Wealth Management, Inc. | 18.44% | Reduce -2.8% | 220,223 | $30.3M |
| Liberty Wealth Management LLC | 3.76% | No change | 266,207 | $30.1M |
| Citizens Financial Group Inc. | 0.36% | Add +5.4% | 218,740 | $30.1M |
| First Hawaiian Bank | 3.76% | Reduce -2.7% | 215,993 | $29.7M |
| Trek Financial, LLC | 1.46% | Add +3.5% | 213,749 | $29.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.0% | 212,790 | $29.3M |
| Financial Engines Advisors L.L.C. | 0.05% | Reduce -4.0% | 211,987 | $29.2M |
| Per Stirling Capital Management, LLC. | 2.76% | Reduce -0.9% | 210,459 | $28.9M |
| Spire Wealth Management | 0.87% | Reduce -0.3% | 209,006 | $28.7M |
| TD Private Client Wealth LLC | 0.53% | Reduce -7.5% | 208,318 | $28.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.85% | Add +0.5% | 205,261 | $28.3M |
| Apollon Wealth Management, LLC | 0.34% | Reduce -10.0% | 203,002 | $27.9M |
| Johnson Investment Counsel Inc. | 0.20% | Add +1.9% | 201,949 | $27.8M |
| Frontier Asset Management, LLC | 4.87% | Add +7.6% | 197,805 | $27.2M |
| Waverly Advisors, LLC | 0.16% | Reduce -3.0% | 196,898 | $27.1M |
| Keystone Financial Services | 6.93% | Reduce -3.0% | 195,692 | $26.9M |
| Callan Family Office, LLC | 0.53% | Add +0.5% | 195,591 | $26.9M |
| Instrumental Wealth, LLC | 13.56% | Add +3.5% | 194,694 | $26.8M |
| GHP Investment Advisors, Inc. | 0.98% | Reduce -1.6% | 193,024 | $26.5M |
| Diversify Advisory Services, LLC | 0.45% | New | 200,338 | $26.5M |
| Diversify Wealth Management, LLC | 0.45% | Add +0.8% | 200,338 | $26.5M |
| Ashton Thomas Private Wealth, LLC | 0.55% | Reduce -3.1% | 192,433 | $26.5M |
| Cullen/Frost Bankers, Inc. | 0.26% | Reduce -0.0% | 189,809 | $26.1M |
| Elevated Financial Group LLC | 7.33% | Add +7.8% | 188,701 | $26.0M |
| Guidance Point Advisors, LLC | 5.58% | Add +0.2% | 187,601 | $25.8M |
| McMorgan & Co. LLC | 3.87% | Reduce -4.8% | 186,940 | $25.7M |
| Kelly Financial Services LLC | 5.48% | Reduce -2.3% | 186,168 | $25.6M |
| Adaptive Financial Consulting, LLC | 8.79% | Add +1.0% | 182,539 | $25.1M |
| Patton Albertson Miller Group, LLC | 2.49% | Add +9.1% | 182,247 | $25.1M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -0.5% | 181,112 | $24.9M |
| Avantax Planning Partners, Inc. | 0.62% | Reduce -3.9% | 179,987 | $24.8M |
| Sei Investments Co. | 0.02% | Reduce -3.3% | 176,217 | $24.2M |
| Stokes Family Office, LLC | 2.82% | Reduce -24.7% | 175,837 | $24.2M |
| Scissortail Wealth Management, LLC | 4.63% | Reduce -0.6% | 175,126 | $24.1M |
| MJT & Associates Financial Advisory Group, Inc. | 15.90% | Reduce -8.1% | 174,815 | $24.0M |
| EP Wealth Advisors, LLC | 0.09% | Add +3.4% | 173,758 | $23.9M |
| Ameritas Investment Partners, Inc. | 0.63% | Reduce -17.8% | 171,522 | $23.6M |
| Itau Unibanco Holding S.A. | 0.46% | Add +55.5% | 171,500 | $23.6M |
| Regal Investment Advisors LLC | 1.22% | Add +1.2% | 170,924 | $23.5M |
| Ameritas Advisory Services, LLC | 0.47% | Add +121.8% | 170,648 | $23.5M |
| FAS Wealth Partners, Inc. | 1.22% | Reduce -0.8% | 170,400 | $23.4M |
| Kilter Group LLC | 8.48% | Reduce -1.8% | 170,351 | $23.4M |
| Mesirow Financial Investment Management, Inc. | 0.36% | Add +3.1% | 167,392 | $23.0M |
| Advisory Services Network, LLC | 0.26% | Add +5.1% | 166,932 | $23.0M |
| Barrett & Company, Inc. | 6.37% | Add +5.4% | 165,307 | $22.7M |
| Legacy Financial Group LLC | 2.54% | Add +1.5% | 164,287 | $22.6M |
| Rothschild Wealth LLC | 1.79% | Add +2.6% | 163,186 | $22.4M |
| ONE Advisory Partners, LLC | 6.03% | Reduce -4.1% | 161,154 | $22.2M |
| Commerce Bank | 0.10% | Reduce -2.5% | 160,837 | $22.1M |
| CFS Investment Advisory Services, LLC | 1.47% | Reduce -2.6% | 163,210 | $22.1M |
| Ifrah Financial Services, Inc. | 5.35% | Reduce -5.8% | 159,153 | $21.9M |
| Assetmark, Inc. | 0.04% | Add +4.6% | 158,814 | $21.8M |
| Capital Advisors, Ltd. LLC | 2.20% | Add +1.4% | 158,795 | $21.8M |
| Cresset Asset Management, LLC | 0.08% | Reduce -0.8% | 157,330 | $21.6M |
| DT Investment Partners, LLC | 1.58% | Reduce -1.1% | 154,386 | $21.2M |
| UMB Bank, n.a. | 0.27% | Reduce -7.4% | 154,322 | $21.2M |
| Plancorp, LLC | 0.51% | Add +2613.8% | 154,385 | $21.1M |
| Prosperity Consulting Group, LLC | 0.79% | Reduce -0.5% | 152,323 | $20.9M |
| Gallagher Capital Advisors, LLC | 11.87% | New | 150,529 | $20.7M |
| Fifth Third Securities, Inc. | 1.17% | Reduce -2.9% | 148,989 | $20.5M |
| Acropolis Investment Management, LLC | 0.81% | Reduce -3.4% | 148,868 | $20.5M |
| Sterling Financial Planning, Inc. | 5.54% | Reduce -0.3% | 148,229 | $20.4M |
| McNaughton Wealth Management, LLC | 7.22% | Add +0.1% | 147,899 | $20.3M |
| Cypress Wealth Services, LLC | 2.50% | Add +2.6% | 147,840 | $20.3M |
| Royal Fund Management, LLC | 1.68% | Add +2.3% | 146,678 | $20.2M |
| Independent Solutions Wealth Management, LLC | 2.62% | Reduce -4.7% | 146,134 | $20.1M |
| Focus Financial Network, Inc. | 0.62% | Reduce -0.8% | 146,039 | $20.1M |
| First Heartland Consultants, Inc. | 1.29% | Reduce -19.5% | 144,706 | $19.9M |
| Scarborough Advisors, LLC | 2.27% | Reduce -0.0% | 146,547 | $19.8M |
| Prudential Financial Inc. | 0.02% | Add +251.3% | 141,485 | $19.5M |
| Trust Point Inc. | 1.65% | Reduce -7.0% | 141,130 | $19.4M |
| Snowden Capital Advisors LLC | 0.46% | Add +0.7% | 140,953 | $19.4M |
| Mayflower Financial Advisors, LLC | 1.67% | Add +11.0% | 140,415 | $19.3M |
| Rodgers & Associates, LTD | 1.74% | Reduce -3.3% | 139,031 | $19.1M |
| CoreCap Advisors, LLC | 0.56% | Add +22.4% | 138,002 | $19.0M |
| JFS Wealth Advisors, LLC | 0.94% | Reduce -3.4% | 136,636 | $18.8M |
| Beacon Capital Management, LLC | 2.74% | Add +231.3% | 136,146 | $18.7M |
| CX Institutional | 0.53% | Add +5.1% | 134,747 | $18.5M |
| Argent Trust Co | 0.53% | Add +1.0% | 134,443 | $18.5M |
| Carbahal Olsen Financial Services Group, LLC | 12.78% | Reduce -2.9% | 133,884 | $18.4M |
| Twin Focus Capital Partners, LLC | 1.86% | Reduce -2.1% | 132,990 | $18.3M |
| Sovran Advisors, LLC | 1.36% | Add +4.6% | 138,359 | $18.2M |
| Mutual Advisors, LLC | 0.34% | Reduce -5.0% | 132,619 | $18.2M |
| Planned Solutions, Inc. | 5.25% | Add +0.8% | 132,587 | $18.2M |
| Ironwood Financial, llc | 2.85% | Reduce -8.8% | 133,209 | $18.2M |
| Lansing Street Advisors | 3.83% | Reduce -8.6% | 130,898 | $18.0M |
| Ancora Advisors LLC | 0.35% | Add +14.2% | 129,830 | $17.9M |
| WealthShield Partners, LLC | 2.71% | Reduce -16.7% | 128,972 | $17.7M |
| Silvercrest Asset Management Group LLC | 0.12% | Reduce -0.1% | 128,256 | $17.6M |
| Carl P. Sherr & Co., LLC | 7.36% | Reduce -2.2% | 127,641 | $17.6M |
| Blair William & Co. | 0.05% | Reduce -12.3% | 127,299 | $17.5M |
| Nicolet Bankshares Inc. | 0.55% | Add +0.1% | 126,764 | $17.4M |
| Blue Trust, Inc. | 0.18% | Reduce -14.7% | 126,412 | $17.4M |
| Midwest Financial Group LLC | 6.00% | Add +5.7% | 124,345 | $17.1M |
| American Wealth Advisors, LLC | 15.96% | Reduce -0.1% | 123,649 | $17.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -31.1% | 123,028 | $16.9M |
| Invst, LLC | 1.64% | Reduce -1.0% | 122,333 | $16.8M |
| Wealthspire Advisors, LLC | 0.09% | Add +13.9% | 122,234 | $16.8M |
| Blue Zone Wealth Advisors, LLC | 2.91% | Add +1.1% | 121,365 | $16.7M |
| Bay Harbor Wealth Management, LLC | 3.77% | Add +0.4% | 118,930 | $16.4M |
| Beese Fulmer Investment Management, Inc. | 0.94% | Reduce -0.2% | 118,790 | $16.3M |
| Brown Advisory Inc. | 0.03% | Add +3.8% | 117,663 | $16.2M |
| Composition Wealth, LLC | 0.19% | Add +0.0% | 117,294 | $16.1M |
| Perkins Coie Trust Co | 2.67% | Reduce -2.4% | 117,236 | $16.1M |
| W Advisors, LLC | 7.27% | Reduce -1.4% | 116,249 | $16.0M |
| Peapack Gladstone Financial Corp. | 0.18% | Reduce -1.2% | 115,305 | $15.9M |
| Pinnacle Financial Partners, Inc. | 0.11% | Add +7.7% | 112,703 | $15.5M |
| Alliancebernstein L.P. | 0.01% | Add +16.9% | 136,976 | $15.5M |
| LBMC Investment Advisors, LLC | 0.84% | Reduce -4.6% | 112,572 | $15.5M |
| WCG Wealth Advisors LLC | 0.37% | Reduce -2.1% | 112,481 | $15.5M |
| Keebeck Wealth Management | 1.51% | Reduce -0.7% | 112,356 | $15.5M |
| Wescott Financial Advisory Group, LLC | 1.19% | Add +6.5% | 111,735 | $15.4M |
| Farmers & Merchants Investments Inc. | 0.37% | Reduce -3.3% | 111,546 | $15.3M |
| Founders Grove Wealth Partners, LLC | 3.03% | Reduce -2.2% | 110,218 | $15.2M |
| Perigon Wealth Management, LLC | 0.24% | Reduce -1.2% | 109,669 | $15.1M |
| Willis Johnson & Associates, Inc. | 0.84% | Reduce -8.3% | 109,498 | $15.1M |
| Traynor Capital Management, Inc. | 0.71% | Add +4.2% | 109,400 | $15.0M |
| Centerpoint Advisors, LLC | 4.27% | Reduce -1.6% | 109,316 | $15.0M |
| Integrated Advisors Network LLC | 0.69% | Add +44.0% | 109,028 | $15.0M |
| YHB Investment Advisors, Inc. | 0.96% | Add +0.1% | 108,453 | $14.9M |
| Level Four Advisory Services, LLC | 0.41% | Reduce -0.5% | 105,839 | $14.6M |
| IFG Advisory, LLC | 0.51% | New | 104,901 | $14.4M |
| Hancock Whitney Corp. | 0.24% | Reduce -0.5% | 104,891 | $14.4M |
| Signature Estate & Investment Advisors LLC | 0.26% | Add +5.3% | 104,476 | $14.4M |
| Oppenheimer & Co. Inc. | 0.15% | Add +0.4% | 104,076 | $14.3M |
| Clark Financial Services Group Inc. | 6.71% | Reduce -0.7% | 103,353 | $14.2M |
| Elevation Point Wealth Partners, LLC | 0.26% | Reduce -2.0% | 101,654 | $14.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -26.0% | 100,895 | $13.9M |
| Financial Perspectives, Inc | 3.37% | Add +1.6% | 100,576 | $13.8M |
| Gateway Wealth Partners, LLC | 0.83% | Reduce -42.6% | 100,301 | $13.8M |
| Twin Peaks Wealth Advisors, LLC | 3.09% | Add +9.1% | 99,338 | $13.7M |
| Forthright Family Wealth Advisory LLC | 7.69% | Add +213.4% | 98,809 | $13.6M |
| Associated Banc-Corp | 0.32% | Add +12.4% | 98,426 | $13.5M |
| May Hill Capital, LLC | 2.82% | Add +0.5% | 98,075 | $13.5M |
| Archer Investment Management, LLC | 4.59% | Reduce -2.9% | 97,770 | $13.4M |
| Financial Advisors Network, Inc. | 1.63% | Reduce -0.4% | 96,750 | $13.3M |
| Horizon Family Wealth, Inc. | 6.07% | Reduce -1.4% | 96,677 | $13.3M |
| O'shaughnessy Asset Management, LLC | 0.06% | Reduce -13.9% | 95,945 | $13.2M |
| CIBC Bancorp USA Inc. | 0.02% | Add +17.2% | 95,869 | $13.2M |
| First Financial Bank - Trust Division | 0.94% | Reduce -7.0% | 95,463 | $13.1M |
| North Berkeley Wealth Management, LLC | 5.30% | Add +1.7% | 95,414 | $13.1M |
| Arch Global Advisors, LLC | 5.72% | Add +0.5% | 93,931 | $12.9M |
| Peoples Bank | 6.61% | Add +9.8% | 93,540 | $12.9M |
| Investment Advisory Group, LLC | 2.79% | Add +4.7% | 93,411 | $12.8M |
| Lee, Kelleher & Klein Wealth Management | 6.66% | Add +2.0% | 92,597 | $12.7M |
| Great Valley Advisor Group, Inc. | 0.20% | Reduce -3.2% | 92,443 | $12.7M |
| VestGen Advisors, LLC | 0.37% | Reduce -1.1% | 91,794 | $12.6M |
| Howard Capital Management, LLC | 0.15% | Reduce -2.3% | 90,755 | $12.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.04% | Add +0.1% | 89,586 | $12.3M |
| Godfrey Financial Associates, Inc. | 9.43% | Add +0.2% | 90,538 | $12.3M |
| EPG Wealth Management LLC | 2.93% | Add +1.3% | 89,051 | $12.2M |
| Mather Group, Llc. | 0.11% | Add +61.9% | 89,040 | $12.2M |
| Pallas Capital Advisors LLC | 0.38% | Add +0.1% | 89,001 | $12.2M |
| Simplicity Wealth,LLC | 0.41% | Add +24.8% | 88,877 | $12.2M |
| Gen-Wealth Partners Inc | 3.40% | Add +7.1% | 88,796 | $12.2M |
| Prime Capital Investment Advisors, LLC | 0.12% | Reduce -51.8% | 88,428 | $12.2M |
| Pacific Financial Group Inc. | 5.74% | Reduce -4.1% | 87,103 | $12.0M |
| Sonata Capital Group Inc. | 3.84% | Add +21.4% | 86,593 | $11.9M |
| BKM Wealth Management, LLC | 4.21% | Reduce -7.1% | 86,516 | $11.9M |
| Broadview Financial Management, LLC | 7.25% | Reduce -2.7% | 86,311 | $11.9M |
| Novare Capital Management LLC | 0.84% | Add +20.1% | 86,308 | $11.9M |
| Signature Wealth Management Partners, LLC | 5.52% | Reduce -27.3% | 86,070 | $11.8M |
| Element Pointe Advisors, LLC | 1.90% | Reduce 0.0% | 85,698 | $11.8M |
| Old National Bancorp | 0.23% | Reduce -1.3% | 85,687 | $11.8M |
| TSA Wealth Managment LLC | 3.32% | Reduce -7.8% | 85,460 | $11.8M |
| Landing Point Financial Group, LLC | 3.98% | Add +1599.4% | 85,074 | $11.7M |
| Wellspring Financial Advisors, LLC | 0.77% | Reduce -0.3% | 85,038 | $11.7M |
| SGL Investment Advisors, Inc. | 4.06% | Add +9.9% | 82,316 | $11.7M |
| Geneos Wealth Management Inc. | 0.24% | Reduce -7.5% | 84,501 | $11.6M |
| Arax Advisory Partners | 0.08% | Add +110.5% | 83,956 | $11.5M |
| PKS Advisory Services, LLC | 1.84% | Add +12.7% | 83,860 | $11.5M |
| AtlasMark Financial, Inc | 5.67% | Add +62.8% | 83,781 | $11.5M |
| Firethorn Wealth Partners, LLC | 3.71% | Add +32.7% | 83,749 | $11.5M |
| SigFig Wealth Management, LLC | 0.30% | Reduce -3.3% | 84,432 | $11.4M |
| Advyzon Investment Management, LLC | 0.83% | Reduce -21.5% | 83,089 | $11.4M |
| Hobbs Wealth Management, LLC | 9.56% | Add +3.6% | 82,247 | $11.3M |
| Summit Financial, LLC | 0.12% | Add +7.0% | 81,882 | $11.3M |
| M1 Capital Management LLC | 4.15% | Add +19.1% | 81,752 | $11.2M |
| Apeiron RIA LLC | 2.88% | Add +93.3% | 81,595 | $11.2M |
| Tilson Financial Group, Inc. | 3.07% | Reduce -0.1% | 81,285 | $11.2M |
| Endeavor Private Wealth, Inc. | 2.70% | Add +0.3% | 80,728 | $11.1M |
| Alpine Bank Wealth Management | 1.42% | No change | 80,275 | $11.0M |
| LiftPoint Family Wealth Advisors LLC | 7.41% | Add +1.4% | 79,508 | $10.9M |
| Polaris Investment Advisors, LLC | 6.98% | Reduce -4.5% | 79,223 | $10.9M |
| United Bank | 1.28% | Add +3.8% | 79,127 | $10.9M |
| Founders Financial Alliance, LLC | 1.43% | Add +2982.5% | 78,327 | $10.8M |
| MidFirst Bank | 0.76% | Reduce -1.5% | 78,171 | $10.8M |
| Polianta Ltd | 1.33% | Reduce -3.6% | 78,000 | $10.7M |
| One Wealth Capital Management, LLC | 3.04% | Add +16.6% | 77,730 | $10.7M |
| Daviman Financial, LLC | 5.90% | Reduce -1.4% | 77,664 | $10.7M |
| Evergreen Capital Management LLC | 0.19% | Reduce -1.3% | 77,441 | $10.7M |
| Parallel Advisors, LLC | 0.16% | Add +4.4% | 77,312 | $10.6M |
| Resolute Wealth Advisor, Inc. | 5.98% | No change | 92,942 | $10.5M |
| Franklin Resources Inc. | 0.00% | Reduce -1.1% | 75,789 | $10.4M |
| Cosner Financial Group, LLC | 5.35% | Add +0.3% | 75,772 | $10.4M |
| A4 Wealth Advisors LLC | 7.01% | Add +20.9% | 75,578 | $10.4M |
| Soltis Investment Advisors LLC | 0.60% | Add +2.5% | 75,057 | $10.3M |
| Coldstream Capital Management Inc. | 0.13% | Reduce -18.4% | 74,976 | $10.3M |
| D.A. Davidson & Co. | 0.06% | Reduce -8.7% | 74,030 | $10.2M |
| Glenmede Trust Co. NA | 0.04% | Add +18.5% | 73,444 | $10.1M |
| Beto Financial Group, LLC | 5.28% | Add +5.3% | 74,669 | $10.1M |
| Transcendent Capital Group LLC | 3.85% | Reduce -0.7% | 71,901 | $9.9M |
| Lifelong Wealth Advisors, Inc. | 2.32% | Add +5.1% | 71,625 | $9.9M |
| NorthRock Partners, LLC | 0.14% | Reduce -0.1% | 71,508 | $9.8M |
| Ellis Investment Partners, LLC | 1.49% | Reduce -1.6% | 71,299 | $9.8M |
| GC Wealth Management RIA, LLC | 0.56% | Reduce -8.8% | 70,508 | $9.7M |
| Frisch Financial Group, Inc. | 1.66% | Add +242.7% | 70,470 | $9.7M |
| Spectrum Planning & Advisory Services Inc. | 4.34% | Add +0.7% | 70,464 | $9.7M |
| Next Capital Management LLC | 2.61% | Add +3.7% | 70,383 | $9.7M |
| First Foundation Advisors | 0.34% | Add +4.0% | 69,181 | $9.5M |
| Maia Wealth LLC | 1.41% | Reduce -7.9% | 69,178 | $9.5M |
| Gotham Asset Management | 0.02% | Add +21.8% | 68,716 | $9.5M |
| Jamison Private Wealth Management, Inc. | 0.98% | New | 68,611 | $9.4M |
| Silver Oak Securities, Incorporated | 0.57% | Add +43.8% | 67,795 | $9.3M |
| Atlantic Family Wealth, LLC | 5.96% | Reduce -0.1% | 67,776 | $9.3M |
| StoneX Group Inc. | 0.38% | Reduce -7.4% | 67,669 | $9.3M |
| Bleakley Financial Group, LLC | 0.12% | Reduce -4.6% | 67,370 | $9.3M |
| Robertson Stephens Wealth Management, LLC | 0.23% | Reduce -0.6% | 67,006 | $9.2M |
| AlTi Global, Inc. | 0.19% | Add +1.4% | 66,461 | $9.1M |
| Capital Advisors Inc. | 0.13% | Reduce -0.1% | 66,456 | $9.1M |
| Avestar Capital, LLC | 0.54% | Reduce -1.6% | 66,325 | $9.1M |
| Retirement Planning Group, LLC | 0.23% | Reduce -1.6% | 66,198 | $9.1M |
| Avid Wealth Partners LLC | 4.40% | Reduce -31.5% | 66,139 | $9.1M |
| Arvest Bank Trust Division | 0.44% | Add +9.4% | 65,641 | $9.0M |
| Lantz Financial LLC | 1.65% | Add +0.8% | 65,630 | $9.0M |
| Summit Investment Advisory Services, LLC | 2.26% | Reduce -3.3% | 65,519 | $9.0M |
| OpenArc Corporate Advisory, LLC | 0.11% | Add +6.8% | 65,330 | $9.0M |
| Curtis Wealth Management LLC | 7.55% | Reduce -2.3% | 64,754 | $8.9M |
| Portfolio Resources Advisor Group, Inc. | 7.51% | Reduce -3.6% | 64,552 | $8.9M |
| Gryphon Financial Partners LLC | 0.80% | Reduce -0.3% | 64,503 | $8.9M |
| B. Riley Wealth Advisors, Inc. | 0.48% | Reduce -7.3% | 65,034 | $8.8M |
| Financial Management Network Inc. | 1.26% | Add +0.7% | 65,265 | $8.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.90% | Reduce -46.5% | 63,562 | $8.7M |
| Cornerstone Planning Group LLC | 1.10% | Add +11.9% | 64,066 | $8.7M |
| Core Wealth Advisors, LLC | 6.36% | Reduce -10.8% | 62,711 | $8.6M |
| Carret Asset Management, LLC | 0.75% | Add +28.8% | 62,234 | $8.6M |
| Arwa LLC | 3.54% | Add +61.3% | 62,533 | $8.5M |
| Apella Capital, LLC | 0.12% | Reduce -23.1% | 62,525 | $8.5M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +0.5% | 61,809 | $8.5M |
| Independent Financial Group, LLC | 0.16% | Add +43.1% | 61,786 | $8.5M |
| Conning Inc. | 0.26% | No change | 61,779 | $8.5M |
| WealthPLAN Partners, LLC | 1.62% | Add +0.5% | 61,627 | $8.5M |
| Tradition Wealth Management, LLC | 0.52% | Add +1.6% | 61,436 | $8.4M |
| Private Wealth Advisors, LLC | 2.48% | Reduce -0.8% | 60,389 | $8.3M |
| Advus Financial Partners, LLC | 1.86% | Reduce -1.4% | 59,682 | $8.2M |
| Belpointe Asset Management LLC | 0.27% | Add +4.0% | 59,300 | $8.2M |
| Uptick Partners, LLC | 1.25% | Add +186.3% | 58,555 | $8.1M |
| Novem Group | 0.81% | Add +55.8% | 58,379 | $8.0M |
| Goelzer Investment Management, Inc. | 0.35% | Reduce -0.8% | 58,230 | $8.0M |
| Prospera Financial Services Inc | 0.12% | Reduce -7.1% | 57,917 | $8.0M |
| Asset One Wealth Management LLC | 0.84% | Reduce -0.7% | 57,425 | $8.0M |
| Cranbrook Wealth Management, LLC | 1.47% | Reduce -1.8% | 57,306 | $7.9M |
| B.O.S.S. Retirement Advisors, LLC | 2.12% | Reduce -1.7% | 57,195 | $7.9M |
| BTC Capital Management, Inc. | 0.48% | Reduce -0.1% | 57,140 | $7.9M |
| Kickstand Ventures, Llc. | 1.42% | Reduce -5.0% | 56,920 | $7.8M |
| Verus Capital Partners, LLC | 0.42% | Add +1.7% | 56,694 | $7.8M |
| Shared Vision Wealth Group LLC | 2.68% | Reduce -3.8% | 56,659 | $7.8M |
| MSH Capital Advisors LLC | 1.35% | Add +8.7% | 56,635 | $7.8M |
| Higgins & Schmidt Wealth Strategies LLC | 3.20% | Reduce -5.5% | 56,445 | $7.8M |
| Heritage Wealth Advisors | 0.27% | Reduce -7.2% | 56,324 | $7.7M |
| Narwhal Capital Management | 0.53% | No change | 56,000 | $7.7M |
| Sapient Capital LLC | 0.10% | No change | 55,941 | $7.7M |
| Centurion Wealth Management LLC | 1.84% | Add +3.0% | 55,812 | $7.7M |
| Absolute Capital Management, LLC | 1.91% | Add +27.0% | 55,694 | $7.7M |
| Alterna Wealth Management, Inc. | 4.37% | Add +33.0% | 55,397 | $7.6M |
| Investment Partners, LTD. | 2.37% | Add +0.2% | 55,092 | $7.6M |
| Compton Wealth Advisory Group, LLC | 1.52% | Reduce -3.5% | 55,056 | $7.5M |
| Evercore Wealth Management, LLC | 0.11% | No change | 54,595 | $7.5M |
| Brighton Jones LLC | 0.14% | Add +2.4% | 54,468 | $7.5M |
| Centaurus Financial, Inc. | 0.29% | Add +52.3% | 54,445 | $7.5M |
| Formulate Financial LLC | 7.88% | Add +3.1% | 54,414 | $7.5M |
| Strategic Blueprint, LLC | 0.37% | Add +4.1% | 53,943 | $7.4M |
| Milestone Asset Management, LLC | 1.16% | Reduce -3.8% | 53,823 | $7.4M |
| Kapstone Financial Advisors LLC | 3.10% | Add +15.4% | 53,760 | $7.4M |
| Ascent Wealth Partners, LLC | 0.74% | Add +0.6% | 53,653 | $7.4M |
| Barnes Wealth Management Group, Inc | 3.40% | Reduce -0.9% | 53,517 | $7.4M |
| Rik Saylor Financial, Inc. | 4.83% | Reduce -0.9% | 53,005 | $7.3M |
| Stratos Wealth Advisors, LLC | 0.40% | Add +82.9% | 52,946 | $7.3M |
| Flagship Wealth Advisors, LLC | 1.63% | Add +54.9% | 52,898 | $7.3M |
| Hoxton Planning & Management, LLC | 1.89% | Add +3.5% | 52,739 | $7.3M |
| United Services Automobile Association | 0.58% | Add +33.9% | 52,602 | $7.2M |
| Alpha Capital Advisors Inc. | 6.18% | Reduce -1.1% | 52,060 | $7.2M |
| PFG Advisors | 0.36% | Add +6.0% | 51,836 | $7.1M |
| Cahaba Wealth Management, Inc. | 0.43% | Reduce -7.2% | 51,830 | $7.1M |
| Bryn Mawr Trust Advisors, LLC | 0.31% | Add +0.8% | 51,685 | $7.1M |
| Sharp Wealth Advisory, LLC | 3.28% | Add +2369.1% | 51,506 | $7.1M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Add +0.2% | 51,461 | $7.1M |
| Midwest Trust Co | 0.08% | Add +1.2% | 51,189 | $7.0M |
| Atlantic Edge Private Wealth Management, LLC | 1.44% | Add +0.4% | 50,909 | $7.0M |
| Croban | 3.06% | Reduce -36.3% | 50,538 | $7.0M |
| Retirement Wealth Solutions LLC | 3.82% | Add +7.3% | 50,413 | $6.9M |
| Dumont & Blake Investment Advisors LLC | 1.55% | Reduce -1.1% | 50,187 | $6.9M |
| Tobias Financial Advisors, Inc. | 0.88% | Reduce -1.4% | 50,150 | $6.9M |
| Integrity Advisory Solutions, LLC | 0.71% | Add +15.6% | 50,084 | $6.9M |
| RKL Wealth Management LLC | 0.55% | Reduce -4.1% | 50,059 | $6.9M |
| Peterson Wealth Advisors, LLC | 0.81% | Add +1.0% | 49,950 | $6.9M |
| Lowe Brockenbrough & Co. Inc. | 0.31% | No change | 49,890 | $6.9M |
| Patriot Investment Management Group, Inc. | 0.40% | Reduce -0.5% | 49,726 | $6.8M |
| Aptus Capital Advisors, LLC | 0.05% | Add +12.5% | 49,682 | $6.8M |
| Chatterton & Associates Inc. | 4.01% | Add +11.9% | 49,446 | $6.8M |
| Old Mission Investment Co LLC | 1.42% | Reduce -1.8% | 49,441 | $6.8M |
| Laurel Wealth Planning LLC | 3.01% | Reduce -2.3% | 49,416 | $6.8M |
| Sowell Financial Services LLC | 0.22% | Add +5.2% | 49,405 | $6.8M |
| Benjamin Edwards Inc. | 0.06% | Add +4.8% | 48,847 | $6.7M |
| Savvy Advisors, Inc. | 0.14% | Add +16.7% | 48,385 | $6.7M |
| IHT Wealth Management, LLC | 0.14% | Reduce -1.1% | 48,317 | $6.6M |
| Diversified Trust Co. | 0.11% | Add +2.4% | 48,168 | $6.6M |
| Waterway Wealth Management, LLC | 1.35% | New | 48,075 | $6.6M |
| Quotient Wealth Partners, LLC | 0.15% | Reduce -3.7% | 47,679 | $6.6M |
| NTV Asset Management LLC | 0.64% | Reduce -2.8% | 47,612 | $6.5M |
| Simon Quick Advisors, LLC | 0.26% | Add +0.4% | 47,588 | $6.5M |
| Client 1ST Advisory Group, LLC | 1.76% | Add +4.6% | 47,573 | $6.5M |
| Nwam LLC | 0.33% | Add +23.1% | 47,402 | $6.5M |
| Mission Wealth Management, LP | 0.08% | Add +18.2% | 47,285 | $6.5M |
| Winthrop Advisory Group LLC | 0.43% | Add +6.3% | 46,877 | $6.4M |
| St. Clair Advisors, LLC | 1.65% | Reduce -2.8% | 46,660 | $6.4M |
| Yanni & Associates Investment Advisors, LLC | 5.85% | Reduce -0.9% | 46,063 | $6.3M |
| Stordahl Capital Management, Inc. | 1.16% | Reduce -0.8% | 45,976 | $6.3M |
| Avidian Wealth Enterprises, LLC | 0.17% | Add +8.9% | 45,762 | $6.3M |
| FFG Retirement Advisors LLC | 3.33% | Add +1.4% | 45,750 | $6.3M |
| Resolute Wealth Strategies, LLC | 2.43% | Add +1.7% | 45,624 | $6.3M |
| Balefire, LLC | 1.02% | Add +430.3% | 45,598 | $6.3M |
| J. Mark Nickell & Co. | 4.95% | Reduce -6.3% | 45,096 | $6.2M |
| Adirondack Capital Advisors, LLC | 3.32% | Add +29.1% | 45,075 | $6.2M |
| Smartleaf Asset Management LLC | 0.20% | No change | 45,591 | $6.2M |
| 49 Wealth Management, LLC | 1.17% | Add +825.7% | 44,787 | $6.2M |
| Alongside, LLC | 1.17% | — | 44,787 | $6.2M |
| Kingsview Wealth Management, LLC | 0.07% | Add +6.2% | 44,762 | $6.2M |
| Flagstar Securities, Inc. | 1.85% | Add +5.9% | 44,589 | $6.1M |
| Daymark Wealth Partners, LLC | 0.15% | Add +3.7% | 44,349 | $6.1M |
| LPWM LLC | 1.35% | Add +72.7% | 44,192 | $6.1M |
| Thomasville National Bank | 0.33% | — | 44,117 | $6.1M |
| Nations Financial Group Inc, /Ia/ | 0.29% | Add +1.4% | 44,026 | $6.1M |
| XML Financial, LLC | 0.44% | Reduce -1.5% | 44,004 | $6.1M |
| Faithward Advisors, LLC | 0.74% | Add +1.2% | 43,946 | $6.0M |
| Wealthgarden F.S. LLC | 3.40% | Add +28.0% | 43,556 | $6.0M |
| Wealthspan Partners, LLC | 1.88% | Reduce -1.5% | 43,353 | $6.0M |
| Bridges Investment Management Inc. | 0.07% | Add +0.2% | 43,325 | $6.0M |
| Redwood Investment Management, LLC | 0.59% | Add +2.6% | 43,158 | $5.9M |
| Hopwood Nicholas Hunter | 1.62% | Add +5.6% | 42,933 | $5.9M |
| Rollins Financial Advisors, LLC | 0.77% | Reduce -0.3% | 42,747 | $5.9M |
| Harbor Investment Advisory, LLC | 0.41% | Add +0.9% | 42,722 | $5.9M |
| GTS Securities LLC | 0.12% | Add +17.9% | 42,407 | $5.8M |
| Gallacher Capital Management LLC | 3.26% | Reduce -13.0% | 42,293 | $5.8M |
| Meridian Wealth Advisors, LLC | 0.66% | Add +0.1% | 41,945 | $5.8M |
| Clear Creek Financial Management, LLC | 0.37% | Reduce -54.2% | 41,589 | $5.7M |
| United Bank | 1.74% | Reduce -8.1% | 41,523 | $5.7M |
| Calamos Advisors LLC | 0.03% | Reduce -96.5% | 41,520 | $5.7M |
| Financial & Tax Architects, LLC | 1.20% | New | 41,460 | $5.7M |
| Oxford Financial Group, LTD. LLC | 0.29% | No change | 41,437 | $5.7M |
| Theory Financial LLC | 1.79% | Reduce -3.1% | 41,296 | $5.7M |
| 71 West Capital Partners | 0.20% | Add +373.7% | 41,253 | $5.7M |
| Morris Financial Concepts, Inc. | 1.74% | Reduce -0.0% | 41,195 | $5.7M |
| Sterling Group Wealth Management, LLC | 2.32% | Reduce -33.7% | 41,186 | $5.7M |
| Davis Wealth Advisors, LLC | 4.37% | Reduce -7.1% | 41,049 | $5.6M |
| GeoWealth Management, LLC | 0.18% | Reduce -1.6% | 40,945 | $5.6M |
| Concorde Asset Management, LLC | 3.25% | Add +0.3% | 40,897 | $5.6M |
| Valeo Financial Advisors, LLC | 0.12% | Add +11.2% | 40,508 | $5.6M |
| Guardian Wealth Advisors, LLC | 2.78% | Reduce -1.6% | 40,430 | $5.6M |
| Arvest Investments, Inc. | 0.67% | Add +4.2% | 40,238 | $5.5M |
| HRT Financial LP | 0.01% | Add +12.9% | 40,167 | $5.5M |
| R. W. Roge & Company, Inc. | 2.34% | Reduce -0.5% | 40,070 | $5.5M |
| Turtle Creek Wealth Advisors, LLC | 0.29% | Reduce -25.1% | 39,741 | $5.5M |
| Insigneo Advisory Services, LLC | 0.20% | Add +149.9% | 39,381 | $5.4M |
| National Philanthropic Trust | 0.08% | Add +27.1% | 39,332 | $5.4M |
| Dorsey & Whitney Trust CO LLC | 0.26% | Reduce -2.1% | 38,985 | $5.4M |
| Smithfield Trust Co | 0.21% | Reduce -0.1% | 37,776 | $5.2M |
| Commonwealth Retirement Investments LLC | 1.41% | Add +6.9% | 37,688 | $5.2M |
| Sierra Capital LLC | 0.50% | No change | 37,532 | $5.2M |
| Valley Wealth Managers, Inc. | 0.30% | Reduce -4.0% | 37,418 | $5.1M |
| Graves Light Lenhart Wealth, Inc. | 0.48% | Reduce -2.5% | 37,256 | $5.1M |
| Alta Wealth Advisors LLC | 1.37% | Add +1.5% | 36,780 | $5.1M |
| WealthPoint Financial, LLC | 3.67% | Add +5.8% | 36,630 | $5.0M |
| Great Point Wealth Advisors, LLC | 0.81% | No change | 36,522 | $5.0M |
| Kraft, Davis & Associates, LLC | 1.04% | Reduce -0.5% | 36,801 | $5.0M |
| Rossmore Private Capital | 0.40% | No change | 36,227 | $5.0M |
| Blalock Williams, LLC | 3.19% | Add +2.0% | 35,835 | $4.9M |
| Capital Investment Management, Inc. | 1.50% | Add +0.9% | 35,664 | $4.9M |
| CWC Advisors, LLC. | 2.17% | Add +0.0% | 35,590 | $4.9M |
| Summit Financial Consulting LLC | 3.32% | Reduce -41.7% | 35,572 | $4.9M |
| First Horizon Corp. | 0.19% | Add +3.9% | 35,555 | $4.9M |
| Procyon Advisors, LLC | 0.21% | Reduce -0.9% | 35,466 | $4.9M |
| SIMA Wealth Partners, LLC | 3.44% | Reduce -2.9% | 35,338 | $4.9M |
| Capstone Wealth Management Group, LLC | 1.72% | New | 35,288 | $4.9M |
| Ehrlich Financial Group | 2.49% | Reduce -10.2% | 35,256 | $4.8M |
| Private Advisory Group LLC | 0.27% | Reduce -1.2% | 35,041 | $4.8M |
| XY Planning Network, Inc. | 0.60% | Add +15.3% | 35,035 | $4.8M |
| Gables Capital Management Inc. | 1.74% | No change | 35,000 | $4.8M |
| Keenan, LLC | 3.38% | Reduce -7.5% | 34,758 | $4.8M |
| Stephens Inc. | 0.05% | Add +5.3% | 34,633 | $4.8M |
| Sacks & Associates, LLC | 3.21% | Add +1.7% | 35,139 | $4.8M |
| Keystone Wealth Services, LLC | 0.88% | Add +5.9% | 34,315 | $4.7M |
| Almanack Investment Partners, LLC. | 0.60% | New | 34,233 | $4.7M |
| G&S Capital LLC | 1.36% | New | 33,959 | $4.7M |
| RTD Financial Advisors, Inc. | 0.51% | Reduce -0.7% | 33,727 | $4.6M |
| Golden State Wealth Management, LLC | 0.42% | Add +34.9% | 33,700 | $4.6M |
| S&co Inc. | 0.27% | No change | 33,695 | $4.6M |
| LifePlan Investment Advisors, Inc. | 1.59% | Reduce -3.3% | 33,691 | $4.6M |
| Southern Capital Advisors, LLC | 1.92% | Reduce -0.3% | 33,506 | $4.6M |
| Haverford Trust Co | 0.04% | Add +1.3% | 33,483 | $4.6M |
| Diversified Portfolios, Inc. | 0.33% | No change | 33,442 | $4.6M |
| QRG Capital Management, Inc. | 0.04% | Add +40.4% | 33,362 | $4.6M |
| Mason & Associates, LLC | 0.95% | Reduce -4.5% | 33,204 | $4.6M |
| Wedmont Private Capital | 0.12% | Reduce -0.7% | 32,822 | $4.5M |
| Koshinski Asset Management, Inc. | 0.24% | Add +0.1% | 33,070 | $4.5M |
| Zenith Solutions, Inc. | 4.11% | — | 32,956 | $4.5M |
| 17 Capital Partners, LLC | 2.04% | Add +6.8% | 32,775 | $4.5M |
| SWP Financial LLC | 2.06% | Reduce -3.6% | 32,338 | $4.4M |
| Capital Advantage, Inc. | 0.54% | Add +8.0% | 32,210 | $4.4M |
| WBH Advisory Inc. | 0.30% | Reduce -2.4% | 32,058 | $4.4M |
| Peregrine Asset Advisers, Inc. | 0.96% | Reduce -0.6% | 32,049 | $4.4M |
| Pinnacle Associates Ltd. | 0.05% | Add +15.6% | 31,949 | $4.4M |
| Florin Court Capital LLP | 7.17% | Add +1126.9% | 31,900 | $4.4M |
| Matrix Private Capital Group LLC | 1.89% | No change | 31,636 | $4.4M |
| Cary Street Partners Financial LLC | 0.10% | Reduce -0.4% | 31,595 | $4.3M |
| Asset Management Group, Inc. | 0.63% | Reduce -14.8% | 31,423 | $4.3M |
| WealthPlan Investment Management, LLC | 0.21% | Reduce -4.1% | 31,298 | $4.3M |
| Hazlett, Burt & Watson, Inc. | 1.13% | Add +15.6% | 31,010 | $4.3M |
| Gray Private Wealth, LLC | 1.84% | Reduce -4.6% | 31,014 | $4.3M |
| JT Stratford LLC | 0.47% | Reduce -2.3% | 30,964 | $4.3M |
| Kovack Advisors, Inc. | 0.20% | Reduce -1.1% | 31,029 | $4.3M |
| Round Rock Advisors LLC | 0.55% | Reduce -1.5% | 30,832 | $4.2M |
| Vontobel Holding Ltd. | 0.01% | Reduce -3.8% | 30,769 | $4.2M |
| Nottingham Advisors, Inc. | 0.50% | Reduce -1.8% | 31,203 | $4.2M |
| Breakwater Capital Group | 0.51% | Add +2.6% | 30,742 | $4.2M |
| BCU Wealth Advisors, LLC | 1.40% | Add +2.4% | 30,732 | $4.2M |
| First Trust Advisors LP | 0.00% | Add +0.7% | 30,655 | $4.2M |
| Summit Trail Advisors, LLC | 0.05% | Add +3.5% | 30,633 | $4.2M |
| Heritage Trust Co | 0.36% | Reduce -0.4% | 30,079 | $4.1M |
| Hirtle & Co., LLC | 0.14% | Add +0.5% | 29,947 | $4.1M |
| Glenview Trust Co | 0.06% | Reduce -26.8% | 29,909 | $4.1M |
| Tempus Wealth Planning, LLC | 0.80% | Add +27.2% | 29,874 | $4.1M |
| Bouvel Investment Partners, LLC | 0.93% | Reduce -4.3% | 29,842 | $4.1M |
| GenWealth Group, Inc. | 0.63% | Reduce -6.5% | 29,501 | $4.1M |
| Howard Wealth Management, LLC | 1.50% | Reduce -4.9% | 29,406 | $4.0M |
| Pathway Financial Advisors LLC | 0.47% | Reduce -0.3% | 29,821 | $4.0M |
| Hilltop Wealth Advisors, LLC | 2.02% | Reduce -1.8% | 29,299 | $4.0M |
| Quantum Portfolio Management LLC | 1.44% | Reduce -1.0% | 29,223 | $4.0M |
| StoneCrest Wealth Management, Inc. | 1.28% | Reduce -4.6% | 29,142 | $4.0M |
| Nolet Wealth Management, LLC | 2.20% | No change | 28,970 | $4.0M |
| First Citizens Bank & Trust Co. | 0.06% | Reduce -4.5% | 28,959 | $4.0M |
| Asempa Wealth Advisors | 3.03% | Add +10.3% | 28,909 | $4.0M |
| Kohmann Bosshard Financial Services, LLC | 0.34% | No change | 28,825 | $4.0M |
| NewEdge Wealth, LLC | 0.04% | Reduce -7.3% | 28,716 | $3.9M |
| Baron Wealth Management LLC | 1.02% | Add +0.5% | 28,624 | $3.9M |
| PGIM Custom Harvest LLC | 0.05% | Add +3.3% | 28,575 | $3.9M |
| Fisher Asset Management | 0.00% | Add +11.1% | 28,533 | $3.9M |
| Matthew Goff Investment Advisor, LLC | 0.66% | Reduce -5.3% | 28,385 | $3.9M |
| Transcend Capital Advisors, LLC | 0.26% | Reduce -1.3% | 28,312 | $3.9M |
| Private Trust Co. NA | 0.31% | Reduce -1.1% | 28,247 | $3.9M |
| Compound Planning, Inc. | 0.10% | Add +9.3% | 28,209 | $3.9M |
| Venturi Wealth Management, LLC | 0.15% | Add +0.6% | 28,192 | $3.9M |
| Truepoint, Inc. | 0.08% | Add +0.9% | 28,173 | $3.9M |
| Rogco, LP | 1.19% | Add +0.2% | 28,170 | $3.9M |
| Sound Income Strategies, LLC | 0.17% | Reduce -7.8% | 28,110 | $3.9M |
| Mosley Wealth Management | 1.23% | Reduce -53.4% | 28,039 | $3.9M |
| Capital Square, LLC | 1.69% | Add +12.6% | 27,769 | $3.8M |
| Hilltop National Bank | 0.82% | Reduce -5.9% | 27,952 | $3.8M |
| Trustmark Bank Trust Department | 0.23% | Reduce -0.3% | 27,939 | $3.8M |
| Rhumbline Advisers | 0.00% | No change | 27,880 | $3.8M |
| Huntington National Bank | 0.02% | Add +1.2% | 27,830 | $3.8M |
| Spirepoint Private Client, LLC | 0.31% | No change | 27,829 | $3.8M |
| Coign Capital Advisors LLC | 1.72% | Add +3.0% | 27,806 | $3.8M |
| Yukon Wealth Management, Inc. | 1.08% | Add +6.1% | 27,430 | $3.8M |
| Boston Family Office LLC | 0.23% | No change | 27,424 | $3.8M |
| Mattern Wealth Management LLC | 0.62% | No change | 27,280 | $3.8M |
| 5T Wealth, LLC | 1.39% | Reduce -6.9% | 27,100 | $3.7M |
| NBH Bank | 1.57% | — | 27,039 | $3.7M |
| Eastern Bank | 0.06% | Reduce -4.9% | 27,033 | $3.7M |
| BIP Wealth, LLC | 0.10% | Add +48.9% | 26,750 | $3.7M |
| Fairvoy Private Wealth, LLC | 0.74% | Reduce -32.9% | 26,569 | $3.7M |
| Magnus Financial Group LLC | 0.26% | Reduce -2.4% | 26,535 | $3.6M |
| Commonwealth Financial Services, LLC | 0.49% | Reduce -1.0% | 26,503 | $3.6M |
| OMNI 360 Wealth, Inc. | 1.68% | Add +8.4% | 26,494 | $3.6M |
| Decker Wealth Management LLC | 0.77% | No change | 26,444 | $3.6M |
| Choate Investment Advisors | 0.06% | No change | 26,438 | $3.6M |
| Madrid Wealth Management, LLC | 2.38% | Add +8.6% | 26,416 | $3.6M |
| Angeles Wealth Management, LLC | 0.17% | Add +83.5% | 26,324 | $3.6M |
| Tme Financial, Inc. | 2.21% | Reduce -39.9% | 26,050 | $3.6M |
| AMG National Trust Bank | 0.07% | Reduce -4.9% | 25,998 | $3.6M |
| Embree Financial Group | 0.36% | Reduce -70.8% | 25,940 | $3.6M |
| Carnegie Investment Counsel | 0.07% | Reduce -2.7% | 25,938 | $3.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +96.6% | 25,781 | $3.5M |
| Essex Financial Services, Inc. | 0.18% | Reduce -1.4% | 25,683 | $3.5M |
| SMART Wealth LLC | 0.76% | Add +145.2% | 25,649 | $3.5M |
| COFG Advisors, LLC | 0.61% | Reduce -0.1% | 25,498 | $3.5M |
| Key Financial Inc | 0.57% | Reduce -0.1% | 25,498 | $3.5M |
| EverSource Wealth Advisors, LLC | 0.12% | Reduce -20.9% | 25,401 | $3.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Add +0.4% | 25,373 | $3.5M |
| Schneider Downs Wealth Management Advisors, LP | 0.33% | Reduce -1.3% | 25,287 | $3.5M |
| Montecito Bank & Trust | 0.52% | Reduce -1.0% | 25,254 | $3.5M |
| Fonville Wealth Management LLC | 0.56% | No change | 25,122 | $3.5M |
| Ballentine Partners, LLC | 0.04% | Add +2.1% | 25,109 | $3.5M |
| J.M. Arbour, LLC | 2.97% | Reduce -6.3% | 25,089 | $3.5M |
| Renaissance Technologies | 0.00% | New | 25,000 | $3.4M |
| Atlas Brown,Inc. | 0.92% | Reduce -1.3% | 24,949 | $3.4M |
| Continuum Advisory, LLC | 0.28% | Add +37.0% | 24,896 | $3.4M |
| Laffer Tengler Investments, Inc. | 0.51% | No change | 24,844 | $3.4M |
| Rwa Wealth Partners, LLC | 0.03% | Add +6.0% | 24,799 | $3.4M |
| FORM Wealth Advisors, LLC | 0.37% | Reduce -8.8% | 24,780 | $3.4M |
| Kinetic Wealth Investment Advisors LLC | 1.60% | — | 24,747 | $3.4M |
| Interchange Capital Partners, LLC | 0.64% | Reduce -21.4% | 24,710 | $3.4M |
| Arete Wealth Advisors, LLC | 0.22% | Reduce -0.7% | 24,645 | $3.4M |
| Asset Allocation Strategies LLC | 0.52% | Reduce -5.2% | 24,560 | $3.4M |
| MFA Wealth Services | 2.02% | Reduce -0.7% | 24,550 | $3.4M |
| Tower Research Capital LLC (TRC) | 0.08% | Add +162920.0% | 24,453 | $3.4M |
| Certified Advisory Corp | 0.27% | Reduce -3.2% | 24,436 | $3.4M |
| Sage Investment Advisers LLC | 2.25% | Reduce -10.2% | 24,338 | $3.3M |
| Fiduciary Alliance LLC | 0.23% | Add +4.9% | 24,256 | $3.3M |
| Earned Wealth Advisors, LLC | 0.21% | Add +2.4% | 24,210 | $3.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | No change | 24,189 | $3.3M |
| Creative Financial Designs Inc. | 0.16% | Add +1.5% | 24,106 | $3.3M |
| Texas Capital Bank Wealth Management Services Inc | 0.18% | Reduce -0.9% | 23,928 | $3.3M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 23,913 | $3.3M |
| Bluespring Wealth Management, LLC | 0.06% | Add +637.8% | 23,845 | $3.3M |
| Fifth Third Wealth Advisors LLC | 0.09% | Add +252.4% | 23,841 | $3.3M |
| Stablepoint Partners, LLC | 0.45% | Add +2.5% | 23,800 | $3.3M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -44.1% | 23,700 | $3.3M |
| Lakeshore Financial Planning, Inc. | 1.04% | Add +6.8% | 23,601 | $3.2M |
| Merkkuri Wealth Advisors LLC | 2.01% | Add +8.1% | 23,555 | $3.2M |
| Northland Securities, Inc. | 1.88% | Add +6.7% | 23,438 | $3.2M |
| Unify Financial Advisors | 2.96% | Reduce -19.4% | 23,344 | $3.2M |
| Lighthouse Financial LLC | 1.66% | Reduce -0.9% | 23,214 | $3.2M |
| Sutton Place Investors LLC | 1.54% | Add +6.2% | 23,143 | $3.2M |
| Power Wealth Management LLC | 1.09% | Reduce -8.0% | 23,138 | $3.2M |
| Whittier Trust Co. | 0.03% | Reduce -0.5% | 23,189 | $3.2M |
| HBK Sorce Advisory LLC | 0.06% | Add +0.0% | 22,441 | $3.2M |
| BridgePort Financial Solutions, LLC | 0.81% | Reduce -17.7% | 23,012 | $3.2M |
| 1ST Source Bank | 0.14% | Add +75.8% | 22,829 | $3.1M |
| Hudson Capital Management LLC | 0.78% | Reduce -3.2% | 22,754 | $3.1M |
| Two West Capital Advisors LLC | 1.55% | Add +17.5% | 23,119 | $3.1M |
| RiverFront Investment Group, LLC | 0.04% | Add +7.2% | 22,637 | $3.1M |
| NWF Advisory Services Inc. | 0.29% | Add +221.9% | 22,601 | $3.1M |
| Cassilly Financial Group LLC | 2.25% | Reduce -0.7% | 22,561 | $3.1M |
| CCG Wealth Management, LLC | 0.72% | No change | 22,494 | $3.1M |
| Northwest Bancshares, Inc. | 0.55% | Reduce -3.1% | 22,381 | $3.1M |
| Accelerate Investment Advisors LLC | 1.76% | Add +11.4% | 22,265 | $3.1M |
| Joel Isaacson & Co., LLC | 0.09% | Reduce -0.5% | 22,227 | $3.1M |
| Woodward Financial Advisors, Inc. | 1.02% | — | 22,221 | $3.1M |
| International Assets Investment Management, LLC | 0.18% | Add +5.9% | 22,313 | $3.1M |
| Forum Financial Management, LP | 0.04% | Reduce -2.2% | 22,201 | $3.1M |
| True Freedom Investing, LLC | 0.24% | Reduce -6.2% | 26,946 | $3.0M |
| Comprehensive Financial Planning, Inc. | 1.63% | Add +0.3% | 22,161 | $3.0M |
| Transamerica Financial Advisors, LLC | 0.26% | Add +29.7% | 22,154 | $3.0M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | No change | 22,146 | $3.0M |
| Diversified Management Inc. | 0.65% | Add +1.0% | 22,049 | $3.0M |
| Security National Bank | 0.36% | Add +2.8% | 22,031 | $3.0M |
| Sandhill Capital Partners LLC | 0.25% | Add +232.1% | 21,938 | $3.0M |
| Signal Advisors Wealth, LLC | 0.16% | Reduce -2.6% | 21,835 | $3.0M |
| United Advisor Group, LLC | 0.32% | Add +7.8% | 21,831 | $3.0M |
| Crusonia Wealth Advisors LLC | 0.49% | Add +11.3% | 21,684 | $3.0M |
| Pinkerton Wealth, LLC | 0.26% | Reduce -88.8% | 26,326 | $3.0M |
| Retirement Income Solutions, Inc. | 0.51% | No change | 26,284 | $3.0M |
| Beacon Financial Advisory LLC | 0.58% | Add +3.5% | 21,582 | $3.0M |
| Evanson Financial, LLC | 0.14% | — | 21,353 | $2.9M |
| WealthTrak Capital Management LLC | 1.92% | Add +6.2% | 21,221 | $2.9M |
| Advisors Capital Management, LLC | 0.03% | Add +5.0% | 21,165 | $2.9M |
| Kaydan Wealth Management, Inc. | 0.88% | Add +2.1% | 20,893 | $2.9M |
| Tactive Advisors, LLC | 0.70% | Reduce -1.3% | 20,758 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -34.0% | 20,728 | $2.9M |
| Rathbones Group PLC | 0.01% | Add +2.5% | 20,700 | $2.8M |
| Sprinkle Financial Consultants LLC | 1.11% | Reduce -0.1% | 20,651 | $2.8M |
| First Citizens Financial Corp | 1.19% | Add +8.2% | 20,621 | $2.8M |
| Corundum Group, Inc. | 0.83% | Reduce -0.3% | 20,435 | $2.8M |
| Highland Investment Advisors LLC | 1.23% | — | 20,426 | $2.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.33% | No change | 20,265 | $2.8M |
| Hicks Capital Management LLC | 2.28% | Reduce -0.0% | 20,244 | $2.8M |
| Operose Advisors LLC | 0.54% | No change | 20,234 | $2.8M |
| Bellwether Advisors, LLC | 0.41% | Add +6.4% | 20,230 | $2.8M |
| Alerus Financial NA | 0.12% | No change | 20,229 | $2.8M |
| Pinnacle Financial Group, LLC / IL | 0.68% | Add +0.0% | 20,210 | $2.8M |
| Bawa N Mallick Trust | 0.90% | No change | 20,200 | $2.8M |
| Madrona Financial Services, LLC | 0.51% | Reduce -2.5% | 20,105 | $2.8M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +0.0% | 20,289 | $2.8M |
| ETF Portfolio Partners, Inc. | 0.65% | Add +1.1% | 19,976 | $2.7M |
| DAVENPORT & Co LLC | 0.01% | Add +0.3% | 19,970 | $2.7M |
| First Western Trust Bank | 0.13% | No change | 19,957 | $2.7M |
| Sovereign Financial Group, Inc. | 0.42% | Reduce -3.9% | 19,937 | $2.7M |
| Cornell Pochily Investment Advisors, Inc. | 0.74% | Add +4.2% | 19,914 | $2.7M |
| Navis Wealth Advisors, LLC | 1.04% | Add +0.5% | 19,875 | $2.7M |
| Prosperity Planning, Inc. | 0.87% | Reduce -1.7% | 19,803 | $2.7M |
| Freestone Capital Holdings, LLC | 0.07% | Add +5.7% | 19,774 | $2.7M |
| Marietta Wealth Management, LLC | 0.28% | No change | 19,742 | $2.7M |
| Flow Traders U.S. LLC | 0.11% | New | 19,554 | $2.7M |
| Arcadia Wealth Management, LLC | 0.84% | Add +68.2% | 19,508 | $2.7M |
| Wealth Enhancement Trust Services, Inc. | 0.30% | Add +12.4% | 19,460 | $2.7M |
| First Commonwealth Financial Corp | 0.37% | Add +8.7% | 19,411 | $2.7M |
| RFG Advisory, LLC | 0.04% | Add +26.0% | 19,351 | $2.7M |
| NorthCoast Asset Management LLC | 0.06% | Add +14.8% | 19,277 | $2.7M |
| Eclectic Associates Inc. | 0.30% | Reduce -8.9% | 19,275 | $2.7M |
| Axis Wealth Partners, LLC | 1.27% | Reduce -4.7% | 19,172 | $2.6M |
| Vantus Wealth LLC | 1.41% | — | 19,148 | $2.6M |
| D. E. Shaw & Co. | 0.00% | New | 19,116 | $2.6M |
| American Trust | 0.20% | Add +0.1% | 19,100 | $2.6M |
| Index Technologies Group LLC | 2.09% | Reduce -1.1% | 19,000 | $2.6M |
| Bernardo Wealth Planning LLC | 0.44% | Reduce -0.6% | 18,913 | $2.6M |
| Expressive Wealth LLC | 2.46% | Reduce -2.7% | 18,911 | $2.6M |
| Curi Capital, LLC | 0.04% | No change | 18,893 | $2.6M |
| Whitcomb & Hess, Inc. | 0.56% | Add +1.2% | 18,711 | $2.6M |
| Hanson & Doremus Investment Management | 0.26% | New | 18,644 | $2.6M |
| Bailard, Inc. | 0.05% | Reduce -0.3% | 18,562 | $2.6M |
| MBA Advisors LLC | 0.87% | Reduce -2.7% | 18,525 | $2.5M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +0.4% | 18,502 | $2.5M |
| Tsfg, LLC | 0.32% | Reduce -0.4% | 18,468 | $2.5M |
| EFG International AG | 0.05% | Add +9.8% | 18,385 | $2.5M |
| Raleigh Capital Management Inc. | 0.80% | Reduce -3.3% | 18,333 | $2.5M |
| Beacon Advisors Holdings, LLC | 1.23% | Add +4.2% | 18,307 | $2.5M |
| Albion Financial Group | 0.15% | Reduce -66.9% | 18,244 | $2.5M |
| GatePass Capital, LLC | 0.98% | Add +63.1% | 18,240 | $2.5M |
| Proactive Wealth Strategies LLC | 0.40% | Reduce -0.5% | 18,063 | $2.5M |
| Sanchez Gaunt Capital Management, LLC | 1.38% | Reduce -0.3% | 18,004 | $2.5M |
| Klaas Financial Asset Advisors, LLC | 0.31% | Reduce -1.3% | 18,001 | $2.5M |
| Bensler, LLC | 0.22% | Add +0.0% | 17,970 | $2.5M |
| Aegis Wealth Management, Inc. | 1.59% | Add +5.1% | 17,963 | $2.5M |
| KPP Advisory Services LLC | 0.31% | Add +0.7% | 17,954 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +1.3% | 17,943 | $2.5M |
| Hopwood Financial Services, Inc. | 1.43% | No change | 17,913 | $2.5M |
| Steelhead Wealth Management LLC | 0.99% | No change | 17,826 | $2.5M |
| Perennial Investment Advisors, LLC | 0.16% | Add +1.9% | 17,750 | $2.4M |
| Allstreet Capital Advisors LLC | 1.58% | No change | 17,650 | $2.4M |
| FWG Investments, LLC. | 1.28% | Add +13.0% | 17,534 | $2.4M |
| Vanguard National Trust Co | 0.13% | No change | 17,518 | $2.4M |
| Focused Alpha, LLC | 0.62% | Reduce -0.6% | 17,464 | $2.4M |
| TritonPoint Partners, LLC | 0.20% | New | 17,372 | $2.4M |
| Marino, Stram & Associates LLC | 0.38% | Reduce -1.5% | 17,371 | $2.4M |
| Financial Solutions Advisory Group, Inc. | 0.30% | Reduce -9.4% | 17,321 | $2.4M |
| Partners Wealth Management, LLC | 2.34% | Add +4.7% | 17,325 | $2.4M |
| HM Payson & Co. | 0.03% | Reduce -3.5% | 17,226 | $2.4M |
| Caliber Wealth Management, LLC / KS | 0.23% | Add +13.2% | 17,220 | $2.4M |
| Investment Management Corp. /Va/ | 1.98% | Add +0.6% | 17,203 | $2.4M |
| Regimen Wealth, LLC | 0.64% | Reduce -2.4% | 17,141 | $2.4M |
| Awm Capital, LLC | 0.19% | Add +1.5% | 17,136 | $2.4M |
| Vantage Point Financial LLC | 0.72% | Add +9.5% | 17,132 | $2.4M |
| Ullmann Wealth Partners Group, LLC | 0.21% | Add +22.9% | 17,059 | $2.3M |
| Next Level Private LLC | 0.46% | Reduce -6.4% | 16,968 | $2.3M |
| Flputnam Investment Management Co. | 0.03% | Add +2.9% | 16,969 | $2.3M |
| Cary Street Partners Investment Advisory LLC | 0.47% | Add +22.9% | 16,893 | $2.3M |
| Wedbush Securities Inc. | 0.06% | Reduce -1.4% | 16,890 | $2.3M |
| Hilton Head Capital Partners, LLC | 1.16% | Add +58.7% | 16,736 | $2.3M |
| Calton & Associates, Inc. | 0.34% | Reduce -40.8% | 16,690 | $2.3M |
| Syntegra Private Wealth Group, LLC | 0.18% | Add +0.8% | 16,669 | $2.3M |
| Crestwood Advisors Group, LLC | 0.03% | Add +1.6% | 16,655 | $2.3M |
| Westmount Partners, LLC | 0.50% | Add +0.0% | 16,637 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -13.4% | 16,618 | $2.3M |
| Inspire Advisors, LLC | 0.16% | Reduce -3.7% | 16,560 | $2.3M |
| Synergy Investment Management, LLC | 0.55% | Reduce -0.2% | 16,527 | $2.3M |
| Dominguez Wealth Management Solutions, Inc. | 1.25% | Add +0.5% | 16,462 | $2.3M |
| REDW Wealth LLC | 0.81% | No change | 16,453 | $2.3M |
| Eagle Strategies LLC | 0.22% | Add +1.0% | 16,377 | $2.3M |
| Market Street Wealth Management Advisors LLC | 0.32% | Reduce -2.0% | 16,305 | $2.2M |
| Venture Visionary Partners LLC | 0.06% | Add +5.5% | 16,300 | $2.2M |
| Tritonpoint Wealth, LLC | 0.22% | Reduce -0.5% | 16,293 | $2.2M |
| Private Wealth Asset Management, LLC | 0.22% | Reduce -35.6% | 16,255 | $2.2M |
| Finley Financial, LLC | 0.90% | Reduce -1.2% | 16,220 | $2.2M |
| American Investment Services, Inc. | 0.47% | Reduce -2.1% | 16,072 | $2.2M |
| Bryant Woods Investment Advisors, LLC | 0.61% | New | 16,060 | $2.2M |
| Essex Bank | 0.47% | Reduce -1.7% | 15,958 | $2.2M |
| Verity Asset Management, Inc. | 0.83% | Add +2.7% | 15,955 | $2.2M |
| National Bank of Canada | 0.00% | Reduce -6.8% | 15,907 | $2.2M |
| Sendero Wealth Management, LLC | 0.22% | Add +0.0% | 15,872 | $2.2M |
| Signaturefd, LLC | 0.03% | Reduce -1.2% | 15,835 | $2.2M |
| PACK Private Wealth, LLC | 0.90% | Reduce -0.4% | 15,797 | $2.2M |
| McGlone Suttner Wealth Management, Inc. | 0.25% | Reduce -4.4% | 15,773 | $2.2M |
| Aprio Wealth Management, LLC | 0.11% | Reduce -0.1% | 15,746 | $2.2M |
| Parkway Wealth Management Group, LLC | 0.25% | Add +4.1% | 15,737 | $2.2M |
| SlateStone Wealth, LLC | 0.17% | No change | 15,688 | $2.2M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -2.9% | 15,691 | $2.2M |
| HUB Investment Partners, LLC | 0.04% | Add +96.8% | 15,610 | $2.1M |
| Legacy Advisors, LLC | 0.20% | No change | 15,552 | $2.1M |
| Madison Wealth Partners, Inc | 0.27% | Reduce -1.1% | 15,518 | $2.1M |
| Helium Advisors LLC | 1.77% | Reduce -1.2% | 15,448 | $2.1M |
| Towerpoint Wealth, LLC | 0.73% | Reduce -1.1% | 15,353 | $2.1M |
| LongView Wealth Management | 0.54% | Add +1.8% | 15,325 | $2.1M |
| Aspire Private Capital, LLC | 0.43% | Reduce -5.7% | 15,287 | $2.1M |
| Pinnacle Bancorp, Inc. | 0.55% | Reduce -1.5% | 15,270 | $2.1M |
| Integrated Wealth Management | 2.22% | Reduce -12.1% | 15,250 | $2.1M |
| Zhang Financial LLC | 0.06% | Reduce -0.3% | 15,241 | $2.1M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -2.3% | 15,209 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +59.0% | 15,166 | $2.1M |
| Burkett Financial Services, LLC | 0.65% | Add +0.2% | 15,093 | $2.1M |
| Grey Ledge Advisors, LLC | 0.42% | Reduce -2.4% | 15,089 | $2.1M |
| Colorado Capital Management, Inc. | 0.71% | Reduce -37.1% | 15,041 | $2.1M |
| Latitude Advisors, LLC | 0.82% | Add +17.1% | 14,917 | $2.1M |
| Hutchens & Kramer Investment Management Group, LLC | 0.55% | Reduce -2.0% | 14,880 | $2.0M |
| GWN Securities Inc. | 0.34% | Add +16.9% | 14,787 | $2.0M |
| PFG Investments, LLC | 0.08% | Add +6.5% | 14,726 | $2.0M |
| Orgel Wealth Management, LLC | 0.04% | New | 14,710 | $2.0M |
| Gemmer Asset Management LLC | 0.14% | Add +5.7% | 14,635 | $2.0M |
| Manchester Capital Management LLC | 0.26% | Reduce -0.1% | 14,554 | $2.0M |
| Vision Retirement, LLC | 0.48% | Add +20.0% | 14,467 | $2.0M |
| West Paces Advisors Inc. | 0.33% | Add +11.2% | 14,404 | $2.0M |
| Argent Advisors, Inc. | 0.49% | Reduce -1.0% | 14,261 | $2.0M |
| Gilliland Jeter Wealth Management LLC | 0.51% | Add +15.2% | 14,231 | $2.0M |
| Bank of Hawaii | 0.10% | Add +5.0% | 14,214 | $2.0M |
| Fiducient Advisors LLC | 0.28% | Reduce -5.7% | 14,185 | $2.0M |
| Silver Grove Financial Group, Inc. | 1.05% | Add +4.6% | 14,127 | $1.9M |
| Chapin Davis, Inc. | 0.34% | Add +0.0% | 14,115 | $1.9M |
| BBR Partners, LLC | 0.09% | Reduce -3.2% | 14,102 | $1.9M |
| CENTRAL TRUST Co | 0.04% | Add +1.2% | 14,077 | $1.9M |
| Inspirion Wealth Advisors, LLC | 0.22% | Reduce -0.7% | 14,141 | $1.9M |
| Versant Capital Management, Inc | 0.17% | No change | 14,038 | $1.9M |
| World Equity Group, Inc. | 0.43% | Reduce -3.5% | 14,006 | $1.9M |
| Progressive Investment Management Corp | 0.42% | No change | 14,000 | $1.9M |
| Confluence Wealth Services, Inc. | 0.05% | Add +6.5% | 13,959 | $1.9M |
| Cornerstone Advisory, LLC | 0.16% | Reduce -1.4% | 13,893 | $1.9M |
| Strategies Wealth Advisors, LLC | 0.17% | Reduce -5.6% | 13,881 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -0.2% | 13,877 | $1.9M |
| Able Wealth Management LLC | 0.44% | Add +0.4% | 13,842 | $1.9M |
| McDonough Capital Management, Inc | 0.95% | No change | 13,840 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.7% | 13,811 | $1.9M |
| Maripau Wealth Management LLC | 0.68% | Reduce -4.8% | 13,778 | $1.9M |
| Howard Capital Management Group, LLC | 0.12% | Reduce -0.4% | 13,700 | $1.9M |
| Lloyd Advisory Services, LLC. | 0.73% | Add +247.8% | 13,660 | $1.9M |
| Bessemer Group Inc. | 0.00% | Reduce -44.5% | 13,650 | $1.9M |
| Resurgent Financial Advisors LLC | 0.53% | Add +1.2% | 13,630 | $1.9M |
| Insight Advisors, LLC/ PA | 0.33% | Reduce -1.6% | 13,527 | $1.9M |
| Granite Bay Wealth Management, LLC | 0.17% | New | 13,500 | $1.9M |
| White Pine Capital LLC | 0.44% | Reduce -1.6% | 13,492 | $1.9M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.40% | Add +1.2% | 13,425 | $1.8M |
| Betterment LLC | 0.00% | Reduce -8.5% | 13,406 | $1.8M |
| South Plains Financial, Inc. | 0.99% | No change | 13,365 | $1.8M |
| Lantern Wealth Advisors, LLC | 0.84% | Add +11.6% | 13,344 | $1.8M |
| Burke & Herbert Bank & Trust Co. | 0.45% | Reduce -1.8% | 13,286 | $1.8M |
| Crewe Advisors LLC | 0.13% | Add +1.5% | 13,225 | $1.8M |
| TCTC Holdings, LLC | 0.05% | Add +22.0% | 13,081 | $1.8M |
| Greenwood Gearhart LLC | 0.08% | Reduce -6.6% | 13,080 | $1.8M |
| Lifeworks Advisors, LLC | 0.19% | Add +8.5% | 13,057 | $1.8M |
| Summit Financial Strategies, Inc. | 0.13% | No change | 13,029 | $1.8M |
| Sageworth Trust Co | 0.07% | No change | 13,000 | $1.8M |
| Sax Wealth Advisors, LLC | 0.07% | Add +34.4% | 15,805 | $1.8M |
| Empower Advisory Group, LLC | 0.00% | Add +9.2% | 12,996 | $1.8M |
| Quadrant Capital Group LLC | 0.05% | No change | 12,995 | $1.8M |
| Krilogy Financial LLC | 0.05% | Reduce -0.3% | 12,976 | $1.8M |
| Morton Capital Management LLC | 0.24% | Add +2.8% | 12,956 | $1.8M |
| Veracity Capital LLC | 0.48% | Add +0.3% | 12,928 | $1.8M |
| Storen Legacy Partners, LLC | 0.48% | Add +2.2% | 12,922 | $1.8M |
| Tulsa Wealth Advisors, INC | 0.25% | Reduce -2.1% | 12,899 | $1.8M |
| Simmons Bank | 0.10% | Reduce -0.9% | 12,834 | $1.8M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -0.3% | 13,200 | $1.8M |
| Semus Wealth Partners LLC | 0.85% | Add +5.4% | 12,743 | $1.8M |
| Kestra Investment Management, LLC | 0.03% | Add +14.2% | 12,700 | $1.7M |
| CVA Family Office, LLC | 0.16% | No change | 12,615 | $1.7M |
| St. Louis Trust Co | 0.20% | No change | 33,500 | $1.7M |
| Intesa Sanpaolo Wealth Management | 0.34% | No change | 12,500 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -7.7% | 12,457 | $1.7M |
| Main Street Financial Solutions, LLC | 0.11% | Add +129.0% | 12,401 | $1.7M |
| Enclave Advisors LLC | 0.22% | No change | 12,361 | $1.7M |
| Equitable Trust Co. | 0.07% | Add +137.1% | 12,274 | $1.7M |
| Cadinha & Co. LLC | 0.25% | No change | 12,258 | $1.7M |
| Cambridge Capital Management, LLC | 0.64% | Reduce -3.3% | 12,212 | $1.7M |
| Intrust Bank NA | 0.12% | No change | 12,112 | $1.7M |
| Talisman Wealth Advisors LLC | 1.24% | Add +12.8% | 12,089 | $1.7M |
| Highland Capital Management, LLC | 0.08% | Reduce -0.4% | 12,086 | $1.7M |
| Washington Trust Bank | 0.12% | Reduce -3.7% | 12,074 | $1.7M |
| New England Private Wealth Advisors LLC | 0.16% | Add +0.0% | 12,468 | $1.7M |
| Canopy Partners, LLC | 0.50% | No change | 12,036 | $1.7M |
| Becker Capital Management Inc. | 0.04% | Reduce -24.3% | 11,943 | $1.6M |
| MKT Advisors LLC | 0.51% | No change | 12,062 | $1.6M |
| Bison Wealth, LLC | 0.15% | Reduce -1.1% | 11,951 | $1.6M |
| Friday Financial | 0.44% | Add +2.5% | 12,042 | $1.6M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +13.3% | 11,886 | $1.6M |
| Tripletail Wealth Management, LLC | 1.88% | Add +0.8% | 12,071 | $1.6M |
| LifeSteps Financial, Inc. | 0.76% | Add +3.0% | 11,884 | $1.6M |
| Riversedge Advisors, LLC | 0.22% | Reduce -7.5% | 11,871 | $1.6M |
| Mma Asset Management LLC | 0.51% | Reduce -0.1% | 11,761 | $1.6M |
| Johnson Financial Group, Inc. | 0.05% | Add +3.2% | 11,756 | $1.6M |
| Total Clarity Wealth Management, Inc. | 0.31% | Add +82.5% | 11,723 | $1.6M |
| Fortis Capital Advisors, LLC | 0.18% | Add +0.9% | 11,682 | $1.6M |
| Bucket List Wealth Management, LLC | 0.79% | Reduce -0.5% | 11,630 | $1.6M |
| Arcadia Investment Advisors LLC | 0.67% | Reduce -3.1% | 11,600 | $1.6M |
| Texas Yale Capital Corp. | 0.03% | No change | 11,600 | $1.6M |
| TCV Trust & Wealth Management, Inc. | 0.12% | Reduce -1.8% | 11,583 | $1.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.65% | Add +0.0% | 11,544 | $1.6M |
| Wesbanco Bank Inc. | 0.04% | Reduce -2.9% | 11,503 | $1.6M |
| Xcelsior Advisor Partners LLC | 0.21% | Add +1.3% | 11,490 | $1.6M |
| Saxony Capital Management, LLC | 0.72% | Reduce -10.5% | 11,488 | $1.6M |
| Greenup Street Wealth Management LLC | 0.19% | Add +23.0% | 11,461 | $1.6M |
| Park Place Capital Corp | 0.25% | Reduce -21.7% | 11,437 | $1.6M |
| Squarepoint Ops LLC | 0.00% | New | 11,372 | $1.6M |
| AdvisorNet Financial, Inc | 0.07% | Reduce -11.9% | 11,366 | $1.6M |
| Wealth Watch Advisors, INC | 0.51% | Reduce -14.7% | 11,330 | $1.6M |
| Integrated Investment Consultants, LLC | 0.31% | Reduce -3.4% | 11,314 | $1.6M |
| JDM Financial Group LLC | 0.53% | Add +1034.5% | 11,300 | $1.6M |
| Rothschild Investment LLC | 0.06% | Reduce -0.8% | 11,275 | $1.6M |
| Flagship Private Wealth, LLC | 0.55% | No change | 11,274 | $1.6M |
| Highview Capital Management LLC | 0.45% | Reduce -3.0% | 11,252 | $1.5M |
| Churchill Financial Advisors, LLC | 0.30% | Reduce -1.9% | 11,159 | $1.5M |
| Kessler Investment Group, LLC | 0.65% | Reduce -3.4% | 11,148 | $1.5M |
| Beacon Bridge Wealth Partners, LLC | 0.43% | Reduce -1.8% | 11,089 | $1.5M |
| Vident Advisory, LLC | 0.01% | Add +15.0% | 11,072 | $1.5M |
| Moss Adams Wealth Advisors LLC | 0.10% | No change | 11,067 | $1.5M |
| Tiemann Investment Advisors, LLC | 0.55% | Reduce -6.0% | 11,062 | $1.5M |
| LexAurum Advisors, LLC | 0.18% | Add +6.8% | 11,055 | $1.5M |
| C2C Wealth Management, LLC | 1.19% | No change | 11,052 | $1.5M |
| Weaver Consulting Group | 0.31% | Add +13.5% | 11,027 | $1.5M |
| Columbia River Financial Group, LLC | 0.81% | Reduce -3.2% | 11,030 | $1.5M |
| Consilio Wealth Advisors, LLC | 0.36% | Add +17.9% | 10,951 | $1.5M |
| Aurora Private Wealth, Inc. | 0.96% | Add +1.4% | 10,953 | $1.5M |
| Sage Mountain Advisors LLC | 0.09% | Reduce -8.1% | 10,949 | $1.5M |
| Institute for Wealth Management, LLC. | 0.13% | Reduce -11.3% | 10,923 | $1.5M |
| CFM Wealth Partners LLC | 0.19% | Reduce -1.7% | 10,902 | $1.5M |
| Azimuth Capital Investment Management LLC | 0.05% | Add +12.8% | 10,892 | $1.5M |
| Florida Trust Wealth Management Co | 0.04% | No change | 10,878 | $1.5M |
| Cooper Financial Group | 0.12% | Add +0.7% | 10,864 | $1.5M |
| Taylor Financial Group, Inc. | 0.82% | No change | 10,856 | $1.5M |
| Facet Wealth, Inc. | 0.02% | Add +5.6% | 10,830 | $1.5M |
| Oxinas Partners, LLC | 0.59% | Reduce -14.3% | 10,829 | $1.5M |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -29.2% | 10,828 | $1.5M |
| Avantra Family Wealth, Inc. | 0.94% | New | 10,699 | $1.5M |
| Idaho Trust Co | 0.43% | Reduce -0.6% | 10,699 | $1.5M |
| Bedminster, LLC | 1.25% | Add +85.0% | 10,652 | $1.5M |
| Daybright Advisory Services, Inc. | 0.35% | Add +0.1% | 10,827 | $1.5M |
| Hollencrest Capital Management | 0.10% | No change | 10,645 | $1.5M |
| Ramiah Investment Group | 1.12% | Add +92.3% | 10,626 | $1.5M |
| Focused Wealth Management, Inc | 0.13% | Add +2.0% | 10,548 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.18% | Reduce -0.8% | 10,535 | $1.4M |
| Greenspring Advisors, LLC | 0.08% | Reduce -12.8% | 10,501 | $1.4M |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +0.5% | 10,473 | $1.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.35% | Reduce -0.4% | 10,456 | $1.4M |
| NorthLanding Financial Partners, LLC | 0.99% | Add +19.1% | 10,420 | $1.4M |
| Pennsylvania Capital Management Inc. | 0.36% | No change | 10,356 | $1.4M |
| Koss-Olinger Consulting, LLC | 0.11% | Reduce -86.7% | 10,274 | $1.4M |
| Verum Partners LLC | 0.21% | Add +13.1% | 10,272 | $1.4M |
| Forte Asset Management LLC | 0.58% | No change | 10,250 | $1.4M |
| McHugh Group, LLC | 0.73% | No change | 10,250 | $1.4M |
| Pure Financial Advisors, LLC | 0.02% | Add +0.6% | 10,237 | $1.4M |
| Seeds Investor LLC | 0.14% | Reduce -3.0% | 10,234 | $1.4M |
| Ofc Financial Planning, LLC | 1.25% | Reduce -3.4% | 10,233 | $1.4M |
| TRUE Private Wealth Advisors | 0.12% | Reduce -86.5% | 10,226 | $1.4M |
| Fortress Financial Group, LLC | 0.70% | No change | 10,215 | $1.4M |
| Pacific Sun Financial Corp | 0.58% | No change | 10,208 | $1.4M |
| Renasant Bank | 0.90% | Reduce -23.3% | 10,202 | $1.4M |
| Ritter Daniher Financial Advisory LLC / DE | 0.21% | No change | 10,201 | $1.4M |
| First National Trust Co | 0.05% | Reduce -0.6% | 10,192 | $1.4M |
| KFA Private Wealth Group, LLC | 0.34% | Add +9.5% | 10,183 | $1.4M |
| SK Wealth Management, LLC | 0.32% | Reduce -12.4% | 9,867 | $1.4M |
| Union Savings Bank | 0.56% | No change | 10,170 | $1.4M |
| Cornerstone Wealth Group, LLC | 0.08% | Reduce -5.7% | 10,165 | $1.4M |
| Brookwood Investment Group LLC | 0.16% | Add +2.2% | 10,153 | $1.4M |
| Ballast Rock Private Wealth LLC | 0.64% | Add +0.0% | 10,144 | $1.4M |
| Crescent Grove Advisors, LLC | 0.12% | Add +9.3% | 10,110 | $1.4M |
| Provenance Wealth Advisors, LLC | 0.13% | No change | 10,109 | $1.4M |
| Archford Capital Strategies, LLC | 0.14% | No change | 10,094 | $1.4M |
| First National Bank Sioux Falls | 0.38% | No change | 10,967 | $1.4M |
| One Day In July LLC | 0.10% | Add +0.0% | 10,056 | $1.4M |
| TCP Asset Management, LLC | 0.16% | Reduce -7.7% | 10,032 | $1.4M |
| Relyea Zuckerberg Hanson LLC | 0.11% | No change | 9,996 | $1.4M |
| MN Wealth Advisors, LLC | 0.58% | Add +8.0% | 9,954 | $1.4M |
| Pinion Investment Advisors, LLC | 0.26% | New | 9,915 | $1.4M |
| Chilton Investment Co. Inc. | 0.03% | Reduce -3.3% | 9,868 | $1.4M |
| Waterloo Capital, L.P. | 0.08% | New | 9,848 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -2.5% | 9,845 | $1.4M |
| Brasada Capital Management, LP | 0.24% | No change | 9,813 | $1.3M |
| Americana Partners, LLC | 0.03% | Reduce -0.0% | 9,768 | $1.3M |
| Burns J W & Co. Inc. | 0.14% | Add +5.3% | 9,746 | $1.3M |
| Atlantic Union Bankshares Corp | 0.02% | Add +2.0% | 9,744 | $1.3M |
| Eaton-Cambridge Inc. | 0.38% | No change | 9,739 | $1.3M |
| Robinson Smith Wealth Advisors LLC | 0.80% | No change | 9,736 | $1.3M |
| Legacy Wealth Partners, LLC | 0.30% | Add +9.0% | 9,724 | $1.3M |
| Blue Bell Private Wealth Management, LLC | 0.17% | No change | 9,706 | $1.3M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | No change | 9,704 | $1.3M |
| Parkside Financial Bank & Trust | 0.09% | Add +1.5% | 9,677 | $1.3M |
| Accredited Investors Inc. | 0.06% | Reduce -17.3% | 9,672 | $1.3M |
| Magnolia Private Wealth, LLC | 0.73% | Add +319.9% | 9,636 | $1.3M |
| Moneywise, Inc. | 0.49% | Reduce -2.9% | 9,627 | $1.3M |
| Thrive Wealth Management, LLC | 0.17% | Reduce -1.3% | 9,612 | $1.3M |
| Private Wealth Management Group, LLC | 0.31% | No change | 9,588 | $1.3M |
| Winthrop Capital Management, LLC | 0.32% | Reduce -19.8% | 9,581 | $1.3M |
| Clayton Financial Group LLC | 0.73% | Add +0.0% | 9,580 | $1.3M |
| First Command Advisory Services, Inc. | 0.01% | Reduce -42.7% | 9,564 | $1.3M |
| Lakeridge Wealth Management LLC | 0.48% | Reduce -0.3% | 9,550 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +55.9% | 9,545 | $1.3M |
| KWB Wealth | 0.11% | Reduce -1.7% | 9,543 | $1.3M |
| Canal Capital Management, LLC | 0.16% | Reduce -48.9% | 9,509 | $1.3M |
| Sage Financial Management Group, Inc. | 0.36% | Add +9.4% | 9,474 | $1.3M |
| Evolution Wealth Advisors, LLC | 0.15% | Add +2.2% | 9,461 | $1.3M |
| LTG Capital LLC | 0.87% | Reduce -2.7% | 9,452 | $1.3M |
| Moneco Advisors, LLC | 0.08% | Add +6.3% | 9,414 | $1.3M |
| Key Capital Management, INC | 0.67% | Add +36.4% | 9,401 | $1.3M |
| CNB Bank | 0.50% | No change | 9,400 | $1.3M |
| MCF Advisors LLC | 0.05% | Add +4.7% | 9,391 | $1.3M |
| Ironwood Investment Counsel, LLC | 0.17% | Reduce -0.0% | 9,389 | $1.3M |
| Oakworth Capital, Inc. | 0.06% | Reduce -0.4% | 9,387 | $1.3M |
| Optivise Advisory Services LLC | 0.65% | Reduce -9.9% | 9,367 | $1.3M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 9,500 | $1.3M |
| IFG Advisors, LLC | 0.18% | No change | 9,354 | $1.3M |
| Empirical Asset Management, LLC | 0.29% | Reduce -2.3% | 9,337 | $1.3M |
| Berman McAleer LLC | 0.15% | Reduce -8.1% | 9,325 | $1.3M |
| Seneca House Advisors | 0.45% | Reduce -0.1% | 9,304 | $1.3M |
| Petix & Botte Co | 0.26% | Add +100.5% | 9,298 | $1.3M |
| Breachway Investments LLC | 1.92% | Reduce -0.3% | 9,288 | $1.3M |
| Montag A & Associates Inc. | 0.05% | No change | 9,258 | $1.3M |
| Pacific Point Advisors, LLC | 0.58% | No change | 9,200 | $1.3M |
| Beacon Investment Advisors LLC | 0.40% | No change | 9,200 | $1.3M |
| Formidable Asset Management, LLC | 0.20% | Reduce -1.6% | 11,182 | $1.3M |
| Beacon Financial Group | 0.11% | Add +2.3% | 9,162 | $1.3M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -7.1% | 9,144 | $1.3M |
| Independence Bank of Kentucky | 0.14% | Add +1641.3% | 9,142 | $1.3M |
| Nuveen, LLC | 0.00% | New | 9,103 | $1.3M |
| Balance Wealth Partners LLC | 0.33% | Add +6.9% | 9,092 | $1.3M |
| Aaron Wealth Advisors LLC | 0.06% | Add +0.3% | 9,030 | $1.2M |
| GDS Wealth Management | 0.06% | Add +8.8% | 9,021 | $1.2M |
| Tompkins Financial Corp. | 0.09% | No change | 8,990 | $1.2M |
| Net Worth Advisory Group | 0.31% | Reduce -89.7% | 8,968 | $1.2M |
| Neumann Capital Management, LLC | 0.81% | No change | 8,950 | $1.2M |
| Reynders McVeigh Capital Management, LLC | 0.05% | No change | 8,895 | $1.2M |
| RCS Financial Planning, LLC | 0.58% | Reduce -2.9% | 8,837 | $1.2M |
| Sigma Investment Counselors Inc. | 0.06% | Reduce -0.2% | 8,822 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Add +0.0% | 8,786 | $1.2M |
| Pitcairn Wealth Advisors LLC | 0.13% | Add +0.1% | 8,704 | $1.2M |
| Milestone Asset Management Group, LLC | 0.60% | Add +0.8% | 8,621 | $1.2M |
| Elevated Capital Advisors, LLC | 0.33% | Add +17.6% | 8,610 | $1.2M |
| HighPoint Advisor Group LLC | 0.04% | Add +13.8% | 8,606 | $1.2M |
| BCGM Wealth Management, LLC | 0.25% | Add +53.9% | 8,572 | $1.2M |
| Sterling Investment Advisors LLC | 0.53% | Reduce -10.2% | 8,550 | $1.2M |
| CRA Financial Services, LLC | 0.14% | Reduce -1.3% | 8,549 | $1.2M |
| Processus Wealth & Capital Management, LLC | 0.70% | Reduce -0.6% | 8,540 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -0.6% | 8,521 | $1.2M |
| Grandfield & Dodd, LLC | 0.06% | Reduce -0.0% | 8,430 | $1.2M |
| FSM Wealth Advisors, LLC | 0.12% | No change | 8,384 | $1.2M |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.8% | 8,409 | $1.2M |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -39.5% | 8,363 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -17.1% | 8,359 | $1.1M |
| Tarbox Family Office, Inc. | 0.16% | No change | 8,323 | $1.1M |
| FFT Wealth Management LLC | 0.18% | Reduce -5.6% | 8,313 | $1.1M |
| Durante & Waters, LLC | 0.75% | No change | 8,300 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Add +4.7% | 8,298 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -7.8% | 8,217 | $1.1M |
| Balboa Wealth Partners | 0.15% | Add +35.2% | 8,199 | $1.1M |
| Apollon Financial, LLC | 0.13% | Add +0.0% | 8,168 | $1.1M |
| Curry Webb Wealth Management LLC | 0.46% | Reduce -10.1% | 8,151 | $1.1M |
| TL Private Wealth | 0.41% | Reduce -1.6% | 8,228 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -6.3% | 8,118 | $1.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -8.6% | 8,115 | $1.1M |
| American Financial Advisors, LLC | 0.13% | Reduce -0.7% | 8,065 | $1.1M |
| 4J Wealth Management LLC | 0.54% | Reduce -4.7% | 8,061 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Add +1.6% | 8,007 | $1.1M |
| GAMCO Investors | 0.01% | Reduce -85.1% | 8,000 | $1.1M |
| Clarity Asset Management, Inc. | 0.54% | Reduce -16.8% | 7,983 | $1.1M |
| Salem Investment Counselors Inc. | 0.03% | Reduce -2.9% | 7,980 | $1.1M |
| Quartz Partners, LLC | 0.36% | Add +3.0% | 7,969 | $1.1M |
| Shepherd Kaplan Krochuk, LLC | 0.87% | No change | 7,939 | $1.1M |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +25.2% | 7,935 | $1.1M |
| Founders Financial Securities LLC | 0.06% | Add +0.0% | 7,885 | $1.1M |
| Kiley Juergens Wealth Management, LLC | 0.17% | Reduce -4.2% | 7,851 | $1.1M |
| Independent Advisor Alliance | 0.03% | Reduce -94.0% | 7,846 | $1.1M |
| Atticus Wealth Management, LLC | 0.26% | Reduce -2.4% | 7,791 | $1.1M |
| JNBA Financial Advisors | 0.08% | Reduce -4.1% | 7,778 | $1.1M |
| KRM Wealth Management L.L.C. | 0.47% | Add +0.1% | 7,772 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -4.1% | 7,771 | $1.1M |
| Cape Investment Advisory, Inc. | 0.29% | Add +5.9% | 7,761 | $1.1M |
| Iams Wealth Management, LLC | 0.32% | Add +0.1% | 7,705 | $1.1M |
| Financial Partners Group, Inc | 0.11% | Reduce -1.7% | 7,664 | $1.1M |
| Tidemark, LLC | 0.24% | Reduce -0.0% | 7,611 | $1.0M |
| Welch & Forbes LLC | 0.01% | No change | 7,589 | $1.0M |
| Chesley Taft & Associates LLC | 0.04% | No change | 7,521 | $1.0M |
| Stratos Investment Management, LLC | 0.04% | Reduce -3.5% | 7,485 | $1.0M |
| FLP Wealth Management, LLC | 1.82% | Reduce -0.9% | 7,440 | $1.0M |
| Plante Moran Financial Advisors, LLC | 0.05% | No change | 7,434 | $1.0M |
| ASL Financial, LLC | 0.72% | Add +6.3% | 7,429 | $1.0M |
| Gerald Baker Financial Group LLC | 0.29% | Add +0.1% | 7,420 | $1.0M |
| Blue Capital, Inc. | 0.65% | Add +0.5% | 7,413 | $1.0M |
| Coastal Bridge Advisors, LLC | 0.06% | Reduce -1.8% | 7,407 | $1.0M |
| Middleton & Co. Inc. | 0.11% | Add +0.2% | 7,380 | $1.0M |
| Verus Wealth Management, LLC | 0.84% | No change | 7,368 | $1.0M |
| Birch Hill Investment Advisors LLC | 0.04% | Add +4.4% | 7,361 | $1.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.15% | Add +0.0% | 7,354 | $1.0M |
| Atlatl Advisers LLC | 0.24% | Reduce -4.2% | 7,347 | $1.0M |
| Game Plan Financial Advisors, LLC | 0.40% | Reduce -6.4% | 7,346 | $1.0M |
| Farmers National Bank | 0.21% | No change | 7,332 | $1.0M |
| All Terrain Financial Advisors, LLC | 0.21% | No change | 7,318 | $1.0M |
| CFO4Life Group, LLC | 0.14% | New | 7,317 | $1.0M |
| Arbor Investment Advisors, LLC | 0.11% | Reduce -4.9% | 7,309 | $1.0M |
| Meridian Management Co. | 0.22% | No change | 7,272 | $1.0M |
| Fiscal Wisdom Wealth Management, LLC | 0.85% | Add +28.9% | 7,259 | $998K |
| MidAtlantic Capital Management, Inc. | 0.62% | Reduce -6.4% | 7,245 | $996K |
| Brand Asset Management Group, Inc. | 0.22% | Add +13.1% | 7,243 | $996K |
| Vanguard Advisers Inc. | 0.00% | Reduce -0.2% | 7,243 | $996K |
| Buska Wealth Management, LLC | 0.36% | Add +0.6% | 7,238 | $995K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.1% | 7,216 | $992K |
| NCM Capital Management, LLC | 0.31% | Reduce -2.6% | 7,200 | $990K |
| Foster Dykema Cabot & Partners, LLC | 0.06% | No change | 7,197 | $990K |
| One Wealth Management Investment & Advisory Services, LLC | 1.04% | Add +12.1% | 7,196 | $990K |
| Trust Co of the South | 0.14% | Add +9.5% | 7,163 | $985K |
| Rossby Financial, LCC | 0.18% | Reduce -9.9% | 7,159 | $985K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -10.4% | 7,155 | $984K |
| Lockerman Financial Group, Inc. | 1.50% | Add +23.3% | 7,152 | $984K |
| Baker Tilly Wealth Management, LLC | 0.21% | Add +25.7% | 7,142 | $982K |
| Single Point Partners, LLC | 0.17% | No change | 7,121 | $979K |
| Fidelis Capital Partners, LLC | 0.06% | No change | 7,119 | $979K |
| QTR Family Wealth, LLC | 0.34% | Reduce -0.4% | 7,116 | $979K |
| Sfmg, LLC | 0.06% | Add +39.1% | 7,111 | $978K |
| Bank of Stockton | 0.27% | Reduce -3.7% | 7,107 | $977K |
| Strategic Family Wealth Counselors, L.L.C. | 0.23% | No change | 7,096 | $976K |
| Vigil Wealth Management, LLC | 0.70% | No change | 7,091 | $975K |
| Castleview Partners, LLC | 0.43% | New | 7,090 | $975K |
| Investment Research & Advisory Group, Inc. | 0.30% | Add +0.1% | 7,080 | $974K |
| Councilor Wealth, LLC | 0.39% | Add +0.0% | 7,076 | $973K |
| Chancellor Financial Group WB LP | 0.60% | Reduce -13.6% | 7,074 | $973K |
| Blankinship & Foster, LLC | 0.20% | Reduce -23.5% | 7,051 | $970K |
| NBT Bank, N.A. | 0.06% | Add +15.8% | 7,051 | $970K |
| Legend Capital Advisors LLC | 0.53% | No change | 7,020 | $965K |
| Jackson, Grant Investment Advisers, Inc. | 0.30% | Add +0.1% | 7,015 | $965K |
| Watershed Private Wealth LLC | 0.27% | Reduce -16.1% | 7,002 | $963K |
| BAM Wealth Management, LLC | 0.60% | Add +9.0% | 6,998 | $962K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -10.3% | 6,996 | $962K |
| Davis R M Inc. | 0.02% | Reduce -1.0% | 6,991 | $962K |
| HCR Wealth Advisors | 0.09% | Reduce -2.7% | 6,976 | $959K |
| Harvey Capital Management Inc. | 0.20% | No change | 6,975 | $959K |
| Norden Group LLC | 0.08% | Reduce -2.4% | 6,950 | $956K |
| Evolution Wealth Management Inc. | 0.56% | Reduce -9.6% | 6,892 | $948K |
| Mainstream Capital Management LLC | 0.57% | Reduce -0.1% | 6,871 | $945K |
| Catalyst Financial Partners LLC | 0.09% | Add +2.6% | 6,845 | $941K |
| Geometric Wealth Advisors | 0.10% | No change | 6,832 | $940K |
| Fulcrum Equity Management | 0.76% | Add +9.4% | 6,807 | $936K |
| Moors & Cabot, Inc. | 0.04% | Add +102.7% | 6,800 | $935K |
| Bank of New Hampshire | 0.19% | Reduce -3.2% | 6,789 | $934K |
| Old Port Advisors | 0.18% | Add +0.3% | 6,771 | $931K |
| Oxler Private Wealth LLC | 0.27% | Add +0.1% | 6,769 | $931K |
| Evergreen Private Wealth LLC | 0.34% | Reduce -4.3% | 6,742 | $927K |
| Castle Wealth Management LLC | 0.27% | No change | 6,726 | $925K |
| Stephen J. Garry & Associates, LLC | 0.67% | No change | 6,690 | $920K |
| Affinity Capital Advisors, LLC | 0.11% | No change | 6,697 | $918K |
| City Holding Co. | 0.10% | Reduce -10.2% | 6,657 | $916K |
| Van Hulzen Asset Management, LLC | 0.07% | No change | 6,653 | $915K |
| Wallington Asset Management, LLC | 0.11% | Reduce -3.8% | 6,630 | $912K |
| VestGen Investment Management | 0.48% | Reduce -62.2% | 6,629 | $912K |
| Opal Wealth Advisors, LLC | 0.20% | Reduce -3.8% | 6,629 | $912K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -1.3% | 6,606 | $909K |
| Aureum Wealth Management, LLC | 0.56% | No change | 6,599 | $908K |
| Elevation Wealth Management LLC | 0.68% | Reduce -0.2% | 6,586 | $906K |
| Leslie Global Wealth, LLC | 0.35% | Reduce -2.8% | 6,576 | $904K |
| GEN Financial Management, INC. | 0.54% | Reduce -5.2% | 6,553 | $901K |
| Dimension Capital Management LLC | 0.10% | No change | 6,490 | $893K |
| RMG Wealth Management LLC | 0.09% | No change | 6,275 | $888K |
| United Community Bank | 0.27% | Add +26.5% | 6,437 | $885K |
| Everhart Financial Group, Inc. | 0.06% | Reduce -2.8% | 6,431 | $884K |
| Sentinel Advisory Group, LLC | 0.36% | Add +1.6% | 6,422 | $883K |
| Park National Corp. | 0.02% | Add +0.8% | 6,420 | $883K |
| Lane Brothers & Co. Inc. | 0.58% | Reduce -3.5% | 6,419 | $883K |
| Annandale Capital, LLC | 0.13% | No change | 6,412 | $882K |
| Woodmont Investment Counsel LLC | 0.05% | No change | 6,413 | $882K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -14.0% | 6,407 | $881K |
| Dakota Wealth Management | 0.02% | Add +0.6% | 6,395 | $880K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 6,383 | $878K |
| Certuity, LLC | 0.04% | Reduce -7.2% | 6,360 | $875K |
| Pinnacle Family Advisors, LLC | 0.37% | Reduce -0.9% | 6,352 | $874K |
| ProVise Management Group, LLC | 0.06% | Reduce -2.0% | 6,348 | $873K |
| Mitchell McLeod Pugh & Williams Inc. | 0.11% | Add +0.4% | 6,347 | $873K |
| Roman Butler Fullerton & Co. | 0.21% | Reduce -4.9% | 6,384 | $871K |
| Claro Advisors Inc. | 0.09% | Reduce -0.6% | 6,326 | $870K |
| Guyasuta Investment Advisors Inc. | 0.04% | No change | 6,324 | $870K |
| Advisory Alpha, LLC | 0.02% | Add +88.7% | 6,321 | $869K |
| First National Bank & Trust Co. of Newtown | 0.18% | Reduce -18.3% | 6,424 | $869K |
| CGN Advisors LLC | 0.06% | Add +2.3% | 6,313 | $868K |
| Wimmer Associates 1, LLC | 0.39% | No change | 6,300 | $866K |
| Eagle Bay Advisors LLC | 0.65% | New | 6,289 | $865K |
| tru Independence LLC | 0.38% | Reduce -2.3% | 6,281 | $864K |
| Monograph Wealth Advisors, LLC | 0.07% | No change | 6,256 | $860K |
| Midwest Capital Advisors, LLC | 0.35% | No change | 6,248 | $859K |
| ABLE Financial Group, LLC | 0.14% | No change | 6,247 | $859K |
| Tenet Wealth Partners, LLC | 0.64% | — | 6,492 | $859K |
| Berger Financial Group, Inc | 0.04% | Add +3.5% | 6,221 | $856K |
| Strategic Equity Management | 0.29% | Reduce -5.4% | 6,199 | $853K |
| Tradewinds, LLC. | 0.19% | Add +18.4% | 4,134 | $850K |
| Clark Wealth Partners | 0.48% | Reduce -0.7% | 6,143 | $845K |
| Wick Capital Partners, LLC | 0.13% | Reduce -47.3% | 6,138 | $844K |
| Legacy Edge Advisors, LLC | 0.08% | Reduce -0.7% | 6,135 | $844K |
| New Republic Capital, LLC | 0.19% | Reduce -1.2% | 6,130 | $843K |
| Intergy Private Wealth, LLC | 0.19% | No change | 6,121 | $842K |
| Brio Consultants, LLC | 0.10% | No change | 6,111 | $840K |
| Keel Point, LLC | 0.05% | Add +0.1% | 6,110 | $840K |
| SkyOak Wealth, LLC | 0.14% | Reduce -0.0% | 6,102 | $839K |
| SG Americas Securities, LLC | 0.00% | New | 6,102 | $839K |
| Meramec Financial Planners, LLC | 0.31% | Reduce -0.5% | 6,334 | $838K |
| Rockwood Wealth Management, LLC | 0.05% | Reduce -40.1% | 6,081 | $836K |
| Manning & Napier Advisors LLC | 0.01% | No change | 6,114 | $829K |
| Journey Advisory Group, LLC | 0.06% | Add +0.1% | 6,025 | $829K |
| HMS Capital Management, LLC | 0.31% | Reduce -16.4% | 6,024 | $828K |
| Rinkey Investments | 0.20% | Add +1.6% | 6,022 | $828K |
| Worth Financial Advisory Group, LLC | 0.34% | New | 5,991 | $824K |
| Bluesphere Advisors LLC | 0.25% | No change | 5,952 | $819K |
| Solano Wealth Investment Advisors LLC | 0.37% | Reduce -2.8% | 5,931 | $816K |
| Silverlake Wealth Management LLC | 0.16% | Add +2.9% | 5,925 | $815K |
| Atlas Capital Advisors Inc. | 0.09% | Add +128.4% | 5,903 | $812K |
| Scotia Capital Inc. | 0.00% | Add +8.7% | 5,889 | $810K |
| Fiduciary Trust Co | 0.01% | Reduce -1.8% | 5,877 | $808K |
| Wealthquest Corp | 0.05% | No change | 5,846 | $804K |
| First Nebraska Trust Co | 0.06% | No change | 5,812 | $799K |
| Tennessee Valley Asset Management Partners | 0.09% | Add +0.4% | 5,788 | $796K |
| Bare Financial Services, Inc | 0.18% | Reduce -1.5% | 5,785 | $796K |
| Three Seasons Wealth, LLC | 0.07% | Reduce -66.3% | 5,755 | $791K |
| Tortoise Investment Management, LLC | 0.06% | Add +0.0% | 5,726 | $788K |
| Welch Group, LLC | 0.03% | Reduce -3.2% | 5,668 | $780K |
| Caprock Group, LLC | 0.01% | Reduce -8.0% | 5,639 | $776K |
| Garde Capital, Inc. | 0.03% | No change | 5,632 | $775K |
| Spinnaker Investment Group, LLC | 0.12% | New | 5,618 | $773K |
| Advisor OS, LLC | 0.05% | Reduce -21.3% | 5,616 | $772K |
| CWS Financial Advisors, LLC | 0.17% | Add +0.0% | 5,612 | $772K |
| Stone Wealth Partners | 0.56% | Add +3.5% | 5,595 | $771K |
| Diversified Enterprises, LLC | 0.04% | Reduce -1.0% | 5,603 | $771K |
| Conservest Capital Advisors, Inc. | 0.06% | No change | 5,594 | $769K |
| Altfest L J & Co. Inc. | 0.07% | No change | 5,566 | $765K |
| PUREfi Wealth, LLC | 0.42% | Reduce -1.5% | 5,561 | $765K |
| Quadcap Wealth Management, LLC | 0.07% | Add +3.0% | 5,546 | $763K |
| Timonier Family Office, LTD. | 0.21% | — | 5,536 | $761K |
| Staley Capital Advisers Inc. | 0.03% | No change | 5,534 | $761K |
| Disciplined Investments, LLC | 0.25% | Reduce -1.1% | 5,518 | $759K |
| Colton Groome Financial Advisors, LLC | 0.18% | No change | 5,493 | $755K |
| TFO Wealth Partners, LLC | 0.08% | Reduce -22.2% | 5,487 | $755K |
| Lifestyle Asset Management, Inc. | 0.20% | Reduce -30.2% | 5,459 | $751K |
| Gradient Investments LLC | 0.01% | Reduce -1.0% | 5,443 | $749K |
| Midwest Financial Network, LLC | 0.51% | New | 5,428 | $747K |
| Root Financial Partners, LLC | 0.03% | Add +36.8% | 5,418 | $745K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -0.8% | 5,417 | $745K |
| Investors Research Corp | 0.13% | Add +1.4% | 5,414 | $745K |
| Foguth Wealth Management, LLC. | 0.08% | Reduce -1.0% | 5,511 | $742K |
| Dynamic Financial Group | 0.56% | Add +0.0% | 5,392 | $742K |
| Brandywine Oak Private Wealth LLC | 0.06% | No change | 5,385 | $741K |
| River Street Advisors LLC | 0.22% | Reduce -3.6% | 5,377 | $739K |
| Smith Chas P & Associates Pa Cpas | 0.04% | No change | 5,363 | $738K |
| Gradient Capital Advisors, LLC | 0.17% | No change | 5,352 | $736K |
| Principle Wealth Partners LLC | 0.04% | No change | 5,319 | $732K |
| Bank of Nova Scotia | 0.00% | No change | 5,280 | $726K |
| Strategy Asset Managers LLC | 0.11% | Reduce -20.5% | 5,262 | $724K |
| Clarendon Private LLC | 0.46% | Reduce -3.3% | 5,260 | $723K |
| Oakwell Private Wealth Management, LLC | 0.12% | No change | 5,240 | $721K |
| Palisade Asset Management, LLC | 0.07% | No change | 5,234 | $720K |
| KRS Capital Management, LLC | 0.33% | No change | 5,222 | $718K |
| Valpey Financial Services, LLC | 0.43% | Reduce -13.2% | 5,212 | $717K |
| Eldridge Investment Advisors, Inc. | 0.14% | No change | 5,200 | $715K |
| Sequent Planning LLC | 0.15% | Add +15.8% | 5,190 | $714K |
| Oak Harvest Investment Services | 0.07% | Add +0.0% | 5,168 | $711K |
| Howard Financial Services, LTD. | 0.07% | Add +9.1% | 5,166 | $710K |
| Curtis Advisory Group, LLC | 0.14% | No change | 5,139 | $707K |
| Parthenon LLC | 0.07% | No change | 5,136 | $706K |
| Planning Center, Inc. | 0.07% | No change | 5,136 | $706K |
| Courage Miller Partners, LLC | 0.19% | Reduce -0.4% | 5,118 | $704K |
| Fulton Bank, N.A. | 0.02% | Reduce -7.8% | 5,103 | $702K |
| Segment Wealth Management, LLC | 0.04% | No change | 5,096 | $701K |
| Old North State Trust, LLC | 0.36% | Reduce -3.5% | 5,083 | $699K |
| Trust Co. of Toledo NA | 0.06% | Add +1.0% | 5,081 | $699K |
| IMC-Chicago, LLC | 0.01% | Reduce -7.6% | 5,070 | $697K |
| Laurel Wealth Advisors LLC | 0.07% | Reduce -0.1% | 5,067 | $697K |
| Integrated Capital Management, LLC | 0.25% | Reduce -19.9% | 5,061 | $696K |
| Trilogy Capital Inc. | 0.03% | Reduce -2.7% | 5,055 | $695K |
| Objective Capital Management, LLC | 0.62% | No change | 5,053 | $695K |
| Garrison Point Advisors, LLC | 0.28% | Add +0.1% | 5,028 | $692K |
| GenTrust, LLC | 0.03% | No change | 5,000 | $688K |
| Huntleigh Advisors, Inc. | 0.10% | No change | 4,983 | $685K |
| Front Row Advisors LLC | 0.20% | Reduce -0.4% | 4,852 | $683K |
| Silvant Capital Management LLC | 0.02% | New | 4,955 | $682K |
| Amplius Wealth Advisors, LLC | 0.05% | Reduce -12.3% | 4,948 | $681K |
| Tiaa Trust, National Association | 0.04% | Reduce -4.6% | 4,907 | $675K |
| Canandaigua National Bank & Trust Co. | 0.06% | — | 4,887 | $672K |
| Sage Financial Group Inc. | 0.04% | Reduce -4.4% | 4,886 | $672K |
| Level Wealth Management LLC | 0.27% | No change | 4,876 | $671K |
| Pictet North America Advisors SA | 0.06% | No change | 4,872 | $670K |
| Genesis Wealth Advisors, LLC | 0.40% | Reduce -2.2% | 4,869 | $670K |
| Vicus Capital | 0.04% | Add +0.0% | 4,862 | $669K |
| JGP Wealth Management, LLC | 0.06% | Reduce -0.1% | 4,831 | $664K |
| WNY Asset Management, LLC | 0.06% | Reduce -8.0% | 4,808 | $661K |
| Good Harbor Advisors, Inc. | 0.64% | Reduce -0.6% | 4,790 | $659K |
| Goldstein Advisors, LLC | 0.06% | Add +0.6% | 4,793 | $659K |
| First County Bank | 0.31% | Reduce -18.5% | 4,790 | $659K |
| Family Manage LLC | 0.07% | No change | 4,750 | $653K |
| Asset Dedication, LLC | 0.04% | Add +81.0% | 4,740 | $652K |
| Samalin Investment Counsel, LLC | 0.21% | Reduce -3.4% | 4,729 | $650K |
| WealthBridge Capital Management, LLC | 0.13% | Reduce -1.7% | 4,729 | $650K |
| Gutierrez Wealth Advisory, LLC | 0.38% | Add +5.9% | 4,728 | $650K |
| Oxford Wealth Group, LLC | 0.29% | Reduce -16.7% | 4,727 | $650K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +18.4% | 4,720 | $649K |
| Seascape Capital Management | 0.16% | No change | 4,716 | $649K |
| Enzi Wealth | 0.21% | Reduce -7.6% | 4,706 | $649K |
| Base Wealth Management LLC | 0.30% | Reduce -7.4% | 4,709 | $648K |
| WT Wealth Management | 0.18% | No change | 4,704 | $647K |
| Tucker Asset Management LLC | 0.16% | Add +66.7% | 4,703 | $647K |
| Blackston Financial Advisory Group, LLC | 0.36% | Reduce -2.3% | 4,689 | $645K |
| Unique Wealth, LLC | 0.07% | Add +0.7% | 4,679 | $644K |
| Francis Financial, Inc. | 0.11% | Reduce -3.0% | 4,675 | $643K |
| Capital Squared Financial LLC | 0.42% | Add +0.1% | 4,672 | $643K |
| Horizon Wealth Management, LLC | 0.08% | Add +0.7% | 4,668 | $642K |
| PSI Advisors, LLC | 0.15% | Add +11.7% | 4,662 | $641K |
| SwitchPoint Financial Planning, LLC | 0.37% | No change | 4,656 | $640K |
| Elm Partners Management LLC | 0.02% | Add +5.4% | 4,648 | $639K |
| Wealthstar Advisors, LLC | 0.32% | Add +4.7% | 4,646 | $639K |
| Prism Planning Partners LLC | 0.68% | Reduce -7.2% | 4,638 | $638K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +11.8% | 4,622 | $636K |
| New World Advisors LLC | 0.11% | No change | 4,613 | $634K |
| Mengis Capital Management, Inc. | 0.10% | No change | 4,610 | $634K |
| Aspen Investment Management Inc | 0.17% | No change | 4,610 | $634K |
| Condor Capital Management | 0.05% | Add +6.0% | 4,597 | $632K |
| McLean Asset Management Corp | 0.08% | No change | 4,673 | $632K |
| Raab & Moskowitz Asset Management LLC | 0.13% | No change | 4,588 | $631K |
| Accurate Wealth Management, LLC | 0.06% | Add +0.4% | 4,548 | $630K |
| Brown Wealth Management, LLC | 0.14% | No change | 4,558 | $627K |
| BOS Asset Management, LLC | 0.15% | No change | 4,548 | $625K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.8% | 4,543 | $625K |
| Stirlingshire Investments, Inc. | 0.46% | Reduce -6.9% | 4,541 | $625K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -18.1% | 4,540 | $624K |
| Laurel Oak Wealth Management, LLC | 0.09% | Reduce -8.1% | 4,539 | $624K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -0.8% | 4,528 | $623K |
| Curbstone Financial Management Corp | 0.11% | Reduce -4.3% | 4,500 | $619K |
| Rubicon Advisors, GP | 0.45% | Reduce -3.6% | 4,498 | $619K |
| Presilium Private Wealth, LLC | 0.09% | Add +61.3% | 4,496 | $618K |
| Indivisible Partners | 0.04% | Add +2.3% | 4,496 | $618K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -0.2% | 4,494 | $618K |
| Hyundai Investments Co., Ltd. | 0.67% | Reduce -50.4% | 4,551 | $617K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 4,452 | $612K |
| Fort Point Capital Partners LLC | 0.07% | No change | 4,444 | $611K |
| Truefg, LLC | 0.14% | Reduce -0.1% | 4,435 | $610K |
| HORAN Wealth, LLC | 0.08% | Reduce -25.5% | 4,423 | $608K |
| Canvas Wealth Advisors, LLC | 0.08% | Reduce -0.6% | 4,401 | $605K |
| Fusion Capital, LLC | 0.14% | Reduce -5.1% | 4,397 | $605K |
| Money Concepts Capital Corp. | 0.03% | Reduce -81.5% | 4,393 | $604K |
| Keystone Financial Group | 0.04% | Reduce -79.3% | 4,374 | $602K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -1.8% | 4,358 | $600K |
| VeraBank, N.A. | 0.10% | Reduce -6.4% | 4,362 | $600K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.9% | 4,344 | $597K |
| Sageworth Trust Co of South Dakota | 0.37% | No change | 4,330 | $596K |
| Legacy Bridge, LLC | 0.18% | Reduce -0.6% | 4,330 | $596K |
| Independent Wealth Network Inc. | 0.15% | Reduce -4.1% | 4,327 | $595K |
| Oak Wealth Advisors LLC | 0.29% | No change | 4,325 | $595K |
| Annex Advisory Services, LLC | 0.01% | Reduce -16.6% | 4,312 | $593K |
| Novus Advisors, LLC | 1.24% | Reduce -0.2% | 4,309 | $593K |
| GAMMA Investing LLC | 0.02% | Reduce -2.7% | 4,294 | $591K |
| Grove Bank & Trust | 0.06% | Reduce -26.3% | 4,281 | $589K |
| Family Office Research LLC | 0.22% | Reduce -1.7% | 4,275 | $588K |
| O'Connor Financial Group LLC | 0.21% | Reduce -0.2% | 4,243 | $584K |
| Arrowroot Family Office, LLC | 0.17% | New | 4,226 | $581K |
| GreatBanc Trust CO | 0.36% | No change | 4,200 | $578K |
| Eagle Rock Investment Company, LLC | 0.07% | No change | 4,200 | $578K |
| Patten & Patten Inc. | 0.03% | No change | 4,191 | $576K |
| TrueWealth Advisors, LLC | 0.13% | Reduce -4.4% | 4,182 | $575K |
| Gill Capital Partners, LLC | 0.15% | No change | 4,171 | $574K |
| Hiley Hunt Wealth Management | 0.23% | Reduce -0.9% | 4,170 | $574K |
| Bank Ozk | 0.17% | Reduce -2.4% | 4,166 | $573K |
| Bogart Wealth, LLC | 0.02% | Add +0.4% | 4,159 | $572K |
| GLOBALT Investments LLC / GA | 0.02% | No change | 4,154 | $571K |
| Old Second National Bank of Aurora | 0.11% | No change | 4,151 | $571K |
| Insight Wealth Strategies, LLC | 0.06% | Add +0.1% | 4,153 | $568K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -0.3% | 4,116 | $566K |
| Dana Investment Advisors, Inc. | 0.01% | Add +10.7% | 4,110 | $565K |
| Jim Saulnier & Associates, LLC | 0.23% | Add +0.1% | 4,101 | $564K |
| Wagner Wealth Management, Corp | 0.45% | Reduce -3.1% | 4,094 | $563K |
| Ellevest, Inc. | 0.07% | Add +22.9% | 4,436 | $556K |
| Richards, Merrill & Peterson, Inc. | 0.18% | No change | 4,043 | $556K |
| Ethos Financial Group, LLC | 0.04% | Add +60.9% | 4,130 | $555K |
| Aviance Capital Partners, LLC | 0.06% | No change | 4,031 | $554K |
| MWA Asset Management | 0.25% | Reduce -6.4% | 4,017 | $552K |
| LaFleur & Godfrey LLC | 0.07% | No change | 4,005 | $551K |
| Kingdom Financial Group LLC. | 0.14% | Add +2.0% | 4,004 | $551K |
| Floyd Financial Group LLC | 0.36% | No change | 3,986 | $550K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.1% | 3,981 | $547K |
| Christensen, King & Associates Investment Services, Inc. | 0.22% | No change | 3,978 | $547K |
| Madson Wealth Advisors Inc | 0.37% | Reduce -38.5% | 3,978 | $547K |
| Kelly Financial Group LLC | 0.12% | Add +0.2% | 3,977 | $547K |
| Accretive Wealth Partners, LLC | 0.13% | Reduce -0.2% | 3,975 | $547K |
| Glen Eagle Advisors, LLC | 0.07% | Add +7.2% | 3,956 | $544K |
| AssuredPartners Investment Advisors, LLC | 0.05% | No change | 3,945 | $543K |
| Impact Partnership Wealth, LLC | 0.05% | Reduce -17.5% | 3,943 | $542K |
| SOA Wealth Advisors, LLC. | 0.09% | Add +0.1% | 3,943 | $542K |
| Secure Asset Management, LLC | 0.08% | Add +3.9% | 3,941 | $542K |
| Trust Co. of Vermont | 0.02% | — | 3,940 | $542K |
| Westover Capital Advisors, LLC | 0.09% | No change | 3,920 | $539K |
| Little House Capital LLC | 0.12% | No change | 3,913 | $538K |
| IFC Advisors LLC | 0.07% | Reduce -6.2% | 3,912 | $538K |
| Armstrong, Fleming & Moore, Inc | 0.18% | No change | 3,905 | $537K |
| Bar Harbor Wealth Management | 0.03% | Reduce -10.0% | 3,885 | $534K |
| Capital Investment Counsel, LLC | 0.07% | No change | 3,880 | $534K |
| Main Street Group, LTD | 0.13% | Add +0.0% | 3,868 | $532K |
| Freedom Day Solutions, LLC | 0.12% | Add +19.9% | 3,865 | $532K |
| Cornerstone Wealth Advisors, Inc. | 0.11% | No change | 3,864 | $531K |
| Fairman Group, LLC | 0.42% | Add +3.8% | 3,857 | $530K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +15.7% | 3,853 | $530K |
| Hidden Cove Wealth Management, LLC | 0.29% | No change | 3,851 | $530K |
| Third View Private Wealth, LLC | 0.07% | New | 3,844 | $529K |
| Glassman Wealth Services | 0.06% | Add +5.5% | 3,843 | $529K |
| Pension & Wealth Management Advisors, Inc. | 0.14% | Add +68.8% | 3,837 | $528K |
| Shearwater Capital LLC | 0.25% | No change | 3,830 | $527K |
| AA Financial Advisors, LLC | 0.06% | Add +3.0% | 3,822 | $526K |
| Oarsman Capital, Inc. | 0.06% | Reduce -0.5% | 3,798 | $522K |
| Allium Financial Advisors, LLC | 0.34% | Add +10.5% | 3,786 | $521K |
| Summit Wealth Group LLC / Co. | 0.04% | Reduce -0.6% | 3,783 | $520K |
| W1M Asset Management Ltd | 0.00% | New | 3,781 | $520K |
| One Capital Management, LLC | 0.01% | No change | 4,595 | $520K |
| St Germain D J Co. Inc. | 0.02% | Add +27.5% | 3,773 | $519K |
| Capital Asset Managemnet, LLC | 1.17% | Reduce -87.2% | 3,769 | $518K |
| Sachetta, LLC | 0.25% | Reduce -0.0% | 3,764 | $518K |
| Advisory Solutions Group, LLC | 0.18% | — | 3,762 | $517K |
| Newman Dignan & Sheerar, Inc. | 0.10% | No change | 3,762 | $517K |
| Holland Advisory Services, Inc. | 0.57% | Reduce -8.3% | 3,755 | $516K |
| Veery Capital, LLC | 0.14% | Add +4.2% | 3,754 | $516K |
| Coyle Financial Counsel LLC | 0.09% | No change | 3,751 | $516K |
| Monetary Management Group Inc. | 0.11% | No change | 3,750 | $516K |
| Phillips Financial Management, LLC | 0.04% | No change | 3,739 | $514K |
| Warm Springs Advisors Inc. | 0.36% | No change | 3,736 | $514K |
| Napier Financial, LLC | 0.11% | Add +1.4% | 3,736 | $514K |
| Mascagni Wealth Management, Inc. | 0.32% | No change | 3,725 | $512K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 3,705 | $510K |
| Stone Summit Wealth LLC | 0.13% | Reduce -0.4% | 3,698 | $509K |
| Wealth Preservation Advisors, LLC | 0.29% | Add +358.1% | 3,688 | $507K |
| Kirtland Hills Capital Management, LLC | 0.14% | Add +8.8% | 3,688 | $507K |
| First American Trust, FSB | 0.03% | No change | 3,680 | $506K |
| Klingman & Associates, LLC | 0.02% | No change | 3,671 | $505K |
| Plan Group Financial, LLC | 0.10% | Reduce -16.0% | 3,666 | $504K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | Reduce -0.4% | 3,645 | $501K |
| Community Bank, N.A. | 0.05% | Reduce -28.4% | 3,645 | $501K |
| Ritholtz Wealth Management | 0.01% | Add +4.5% | 3,644 | $501K |
| Legacy Trust | 0.09% | No change | 3,642 | $501K |
| Westwood Holdings Group Inc. | 0.00% | Add +1.4% | 3,635 | $500K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +1.3% | 3,624 | $498K |
| Walled Lake Planning & Wealth Management, LLC | 0.13% | Reduce -0.2% | 3,621 | $498K |
| Trail Ridge Investment Advisors, LLC | 0.21% | Add +3.3% | 3,615 | $497K |
| Genesis Financial Group, LLC | 0.32% | Reduce -0.1% | 3,593 | $494K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,585 | $493K |
| Allegheny Financial Group | 0.05% | Add +3.4% | 3,572 | $491K |
| Fiduciary Financial Advisors | 0.05% | New | 3,559 | $489K |
| HFG Advisors, Inc. | 0.30% | No change | 3,552 | $489K |
| Caldwell Trust Co | 0.04% | Add +10.8% | 3,550 | $488K |
| Allen Capital Group, LLC | 0.04% | No change | 3,547 | $488K |
| Keating Financial Advisory Services, Inc. | 0.06% | Add +11.0% | 3,543 | $487K |
| Center For Asset Management LLC | 0.22% | No change | 3,540 | $487K |
| Aurdan Capital Management, LLC | 0.12% | No change | 3,530 | $485K |
| Koesten, Hirschmann & Crabtree, INC. | 0.20% | No change | 3,528 | $485K |
| Financial Insights, Inc. | 0.13% | No change | 3,526 | $485K |
| RVW Wealth, LLC | 0.03% | Reduce -15.1% | 3,525 | $485K |
| Partners in Financial Planning | 0.07% | Add +0.0% | 3,510 | $483K |
| BLB&B Advisors, LLC | 0.02% | Add +15.8% | 3,499 | $481K |
| 6th Street Advisors, LLC | 0.28% | No change | 3,488 | $480K |
| Northwest Financial Advisors | 0.06% | No change | 3,483 | $479K |
| Larson Financial Group LLC | 0.01% | Add +3.9% | 3,482 | $479K |
| Evolve Private Wealth, LLC | 0.03% | Add +75.8% | 3,475 | $478K |
| Shira Ridge Wealth Management | 0.17% | Add +7.5% | 3,475 | $478K |
| Quent Capital, LLC | 0.03% | Add +26.4% | 3,471 | $477K |
| Newton One Investments LLC | 0.12% | Reduce -6.3% | 3,465 | $477K |
| Harvest Investment Services, LLC | 0.07% | Reduce -79.6% | 3,451 | $475K |
| Essential Investment Partners LLC | 0.38% | No change | 3,450 | $474K |
| Salus Financial Advisors, LLC | 0.23% | No change | 3,441 | $473K |
| Peak Retirement Planning, Inc. | 0.07% | Add +1.1% | 3,441 | $473K |
| Legacy Capital Group California, Inc. | 0.14% | Reduce -48.5% | 3,429 | $472K |
| Lanark Financial, Inc. | 0.03% | Add +0.7% | 3,428 | $471K |
| Pullen Investment Management, LLC | 0.22% | No change | 3,428 | $471K |
| Whalerock Point Partners, LLC | 0.08% | No change | 3,426 | $471K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 3,422 | $471K |
| Ingalls & Snyder LLC | 0.01% | No change | 3,409 | $469K |
| Integrity Wealth Solutions LLC | 0.17% | Add +1.8% | 3,404 | $468K |
| Crux Wealth Advisors | 0.16% | Reduce -2.1% | 3,404 | $468K |
| Portland Global Advisors LLC | 0.04% | No change | 3,395 | $467K |
| Mountain Capital Investment Advisors Inc. | 0.07% | Add +1.0% | 3,393 | $467K |
| Petra Financial Advisors Inc. | 0.22% | No change | 3,383 | $465K |
| Manhattan West Asset Management, LLC | 0.08% | Reduce -50.1% | 3,383 | $465K |
| Compass Financial Management LLC | 0.06% | — | 3,301 | $465K |
| Smith, Moore & Co. | 0.03% | Add +18.9% | 3,380 | $465K |
| Town Capital LLC | 0.29% | Reduce -46.1% | 3,378 | $465K |
| Fairway Wealth LLC | 0.10% | Reduce -26.3% | 3,333 | $458K |
| Hilltop Holdings Inc. | 0.04% | Reduce -14.2% | 3,333 | $458K |
| Stiles Financial Services Inc | 0.11% | No change | 3,305 | $455K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -24.3% | 3,297 | $453K |
| Willner & Heller, LLC | 0.28% | Add +0.1% | 3,290 | $453K |
| Stewardship Advisors, LLC | 0.09% | Add +28.7% | 3,288 | $452K |
| Heritage Family Offices, LLP | 0.17% | Reduce -4.1% | 3,288 | $452K |
| Pacific Excel Wealth Advisors, Inc. | 0.17% | Reduce -69.9% | 3,288 | $452K |
| TKG Advisors, LLC | 0.16% | New | 3,282 | $451K |
| Hubbell Strickland Wealth Management, LLC | 0.16% | Reduce -0.8% | 3,282 | $451K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 3,279 | $451K |
| Saxon Interests, Inc. | 0.12% | Reduce -0.6% | 3,268 | $449K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -3.3% | 3,267 | $449K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 3,262 | $449K |
| Black Swift Group, LLC | 0.06% | No change | 3,256 | $448K |
| Oasis Advisors, LLC | 0.29% | New | 3,252 | $447K |
| Montz Harcus Wealth Management LLC | 0.16% | Add +2.0% | 3,246 | $446K |
| KLCM Advisors, Inc. | 0.04% | No change | 3,244 | $446K |
| Cove Private Wealth, LLC | 0.09% | No change | 3,239 | $445K |
| Align Financial, LLC | 0.22% | No change | 3,237 | $445K |
| Barnes Pettey Financial Advisors, LLC | 0.14% | No change | 3,229 | $444K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -36.5% | 3,225 | $444K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 3,205 | $441K |
| Tailwinds Wealth, LLC | 0.26% | New | 3,205 | $441K |
| Fsa Wealth Partners, Inc. | 0.11% | Add +12.8% | 3,203 | $441K |
| Paulson Wealth Management Inc. | 0.09% | No change | 3,200 | $440K |
| Roble, Belko & Company, Inc | 0.05% | No change | 3,196 | $440K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -0.2% | 3,180 | $437K |
| Old Peak Finance LLC | 0.21% | Reduce -13.1% | 3,172 | $436K |
| Select Asset Management & Trust | 0.13% | No change | 3,162 | $435K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | Reduce -0.1% | 3,160 | $435K |
| Colonial Trust Advisors | 0.03% | Add +0.0% | 3,143 | $432K |
| Global Assets Advisory, LLC | 0.09% | Reduce -20.2% | 3,137 | $430K |
| Prasad Wealth Partners, LLC | 0.10% | Add +0.1% | 3,127 | $430K |
| Fermata Advisors, LLC | 0.09% | Add +31.1% | 3,112 | $428K |
| Corundum Trust Company, INC | 1.14% | No change | 3,110 | $428K |
| Sfam, LLC | 0.35% | No change | 3,110 | $428K |
| Ascension Capital Advisors, Inc. | 0.12% | Reduce -7.0% | 3,103 | $427K |
| Strategic Point Investment Advisors, LLC | 0.06% | Add +8.7% | 3,088 | $425K |
| IMA Advisory Services, Inc. | 0.03% | Add +117.4% | 3,055 | $420K |
| Beaton Management Co. Inc. | 0.17% | Add +8.6% | 3,045 | $419K |
| L & S Advisors Inc | 0.04% | Add +17.2% | 3,045 | $419K |
| TPG Advisors LLC | 0.23% | No change | 3,044 | $419K |
| Core Wealth Management, Inc. | 0.12% | No change | 3,017 | $415K |
| Roan Capital Partners | 0.34% | No change | 3,014 | $415K |
| Steph & Co. | 0.10% | No change | 3,009 | $414K |
| Winslow Capital Management, LLC | 0.00% | Reduce -9.5% | 3,008 | $414K |
| Cullinan Associates Inc. | 0.03% | New | 3,004 | $413K |
| 1776 Wealth LLC | 0.15% | No change | 3,000 | $413K |
| OFS Enterprise LLC | 0.11% | No change | 2,998 | $412K |
| Van Diest Capital, LLC | 0.37% | Reduce -0.6% | 2,990 | $411K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Add +33.4% | 2,971 | $409K |
| Quantbot Technologies LP | 0.02% | New | 2,946 | $405K |
| Stone Loft Wealth Management LLC | 0.23% | Add +0.0% | 2,922 | $405K |
| Capital Advisor Network LLC | 0.51% | Reduce -1.9% | 2,938 | $404K |
| Horizon Financial Services, LLC | 0.15% | New | 2,937 | $404K |
| ORBA Wealth Advisors, L.L.C. | 0.34% | Reduce -46.6% | 2,923 | $402K |
| RMR Wealth Builders | 0.02% | Reduce -1.0% | 2,921 | $402K |
| Valtinson Bruner Financial Planning LLC | 0.10% | Add +0.0% | 2,898 | $399K |
| G2 Capital Management, LLC / Oh | 0.09% | No change | 2,896 | $398K |
| Childress Capital Advisors, LLC | 0.07% | Reduce -62.0% | 2,886 | $397K |
| Heritage Wealth Management, Inc. | 0.10% | New | 2,881 | $396K |
| Richmond Investment Services, LLC | 0.13% | Reduce -84.5% | 2,881 | $396K |
| Three Cord True Wealth Management, LLC | 0.19% | No change | 2,867 | $394K |
| Hantz Financial Services, Inc. | 0.01% | Add +21.4% | 2,860 | $393K |
| Drive Wealth Management, LLC | 0.07% | Reduce -1.3% | 2,849 | $392K |
| Centennial Advisors, LLC | 0.47% | New | 2,847 | $392K |
| Summit Wealth Partners, LLC | 0.06% | Reduce -2.2% | 2,833 | $390K |
| Beacon Hill Wealth Management LTD. | 0.27% | — | 2,818 | $388K |
| Nalls Sherbakoff Group, LLC | 0.27% | Reduce -12.5% | 2,808 | $386K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +0.0% | 2,802 | $385K |
| Delta Investment Management, LLC | 0.06% | Add +0.1% | 2,801 | $385K |
| Sagace Wealth Management LLC | 0.24% | No change | 2,791 | $384K |
| Zullo Investment Group, Inc. | 0.13% | No change | 2,791 | $384K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Add +0.5% | 2,787 | $383K |
| Cornerstone Planning, LLC | 0.09% | No change | 2,781 | $382K |
| M3 Advisory Group, LLC | 0.20% | No change | 2,780 | $382K |
| Sargent Investment Group, LLC | 0.05% | Reduce -3.1% | 2,775 | $382K |
| Balyasny Asset Management L.P. | 0.00% | New | 2,772 | $381K |
| Wealthfront Advisers LLC | 0.00% | Add +2.1% | 2,767 | $381K |
| SP Asset Management LLC | 0.03% | Add +0.1% | 2,760 | $380K |
| MRA Advisory Group | 0.14% | Add +0.1% | 2,755 | $379K |
| M. Kraus & Co | 0.10% | Reduce -3.5% | 2,750 | $378K |
| Blue Chip Partners, LLC | 0.02% | Add +7.4% | 2,747 | $378K |
| Strathmore Capital Advisors, Inc. | 0.10% | Reduce -39.6% | 2,767 | $377K |
| Global Financial Private Client, LLC | 0.10% | Reduce -10.9% | 2,742 | $377K |
| Plum Street Advisors, LLC | 0.12% | No change | 2,741 | $377K |
| NovaPoint Capital, LLC | 0.08% | New | 2,740 | $377K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.16% | Add +2.4% | 2,740 | $377K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Reduce -3.3% | 2,736 | $376K |
| Truvestments Capital LLC | 0.06% | Reduce -15.7% | 2,736 | $376K |
| Kennicott Capital Management LLC | 0.17% | No change | 2,724 | $375K |
| Guardian Financial Partners, LLC | 0.15% | Add +0.0% | 2,721 | $374K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 2,718 | $374K |
| Jag Capital Management, LLC | 0.04% | No change | 2,708 | $372K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 2,703 | $372K |
| Talon Private Wealth, LLC | 0.04% | Add +8.0% | 2,699 | $371K |
| Strategic Financial Services, Inc. | 0.02% | Reduce -0.8% | 2,699 | $371K |
| LJI Wealth Management, LLC | 0.05% | Reduce -0.9% | 2,691 | $370K |
| Cim, LLC | 0.05% | Add +0.6% | 2,680 | $369K |
| Brady Martz Wealth Solutions, LLC | 0.06% | Add +0.0% | 2,672 | $368K |
| SYM FINANCIAL Corp | 0.03% | Reduce -4.7% | 2,665 | $366K |
| Paradigm, Strategies in Wealth Management, LLC | 0.22% | Reduce -2.6% | 2,664 | $366K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -44.7% | 2,662 | $366K |
| Genesee Capital Advisors, LLC | 0.11% | Add +0.1% | 2,652 | $365K |
| Cypress Capital Group | 0.03% | No change | 2,650 | $364K |
| Great Lakes Retirement, Inc. | 0.03% | Reduce -9.0% | 2,647 | $364K |
| Etesian Wealth Advisors, Inc. | 0.11% | No change | 2,640 | $363K |
| Midwest Heritage Bank, FSB | 0.10% | No change | 2,637 | $363K |
| Charles Schwab Trust Co | 0.02% | Add +13.6% | 2,635 | $362K |
| United Asset Strategies, Inc. | 0.03% | No change | 2,623 | $361K |
| BancFirst Trust & Investment Management | 0.15% | Reduce -32.3% | 2,659 | $361K |
| Barr E S & Co. | 0.02% | No change | 2,620 | $360K |
| Mascoma Wealth Management LLC | 0.07% | Reduce -5.3% | 2,619 | $360K |
| Gordian Advisors LLC | 0.21% | No change | 2,616 | $360K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 2,612 | $359K |
| Parsons Capital Management Inc. | 0.02% | Add +6.7% | 2,611 | $359K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | Reduce -81.7% | 2,616 | $359K |
| Argos Wealth Advisors, LLC | 0.09% | No change | 2,595 | $357K |
| Cambridge Financial Group, LLC | 0.11% | No change | 2,591 | $356K |
| Harbor Group, Inc. | 0.04% | Add +0.7% | 2,575 | $354K |
| Clearwave Capital, LLC | 0.20% | Add +0.1% | 2,574 | $354K |
| Riverbend Wealth Management, LLC | 0.18% | Add +11.6% | 2,574 | $354K |
| Investment Partners Asset Management, Inc. | 0.20% | No change | 2,572 | $354K |
| SAM Advisors, LLC | 0.10% | No change | 2,567 | $353K |
| Regatta Capital Group, LLC | 0.05% | Reduce -7.7% | 2,564 | $353K |
| Financial Council, LLC | 0.11% | No change | 2,564 | $353K |
| Hurlow Wealth Management Group, Inc. | 0.07% | Add +0.4% | 2,562 | $352K |
| Davidson Trust Co. | 0.14% | No change | 2,556 | $352K |
| Islay Capital Management, LLC | 0.17% | New | 2,554 | $351K |
| WoodTrust Financial Corp | 0.04% | No change | 2,550 | $351K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -5.3% | 2,543 | $350K |
| Prairie Advisory, LLC | 0.08% | — | 2,537 | $349K |
| Mairs & Power Inc. | 0.00% | No change | 2,509 | $345K |
| Marble Wealth, LLC | 0.05% | Add +0.1% | 2,508 | $345K |
| Ellenbecker Investment Group | 0.04% | Reduce -7.0% | 2,507 | $345K |
| Chemistry Wealth Management LLC | 0.06% | Reduce -11.8% | 2,501 | $344K |
| Vestia Personal Wealth Advisors | 0.13% | No change | 2,500 | $344K |
| Affinity Wealth Management LLC | 0.04% | Reduce -18.2% | 2,488 | $342K |
| Bearing Point Capital, LLC | 0.05% | New | 2,486 | $342K |
| Marietta Investment Partners LLC | 0.06% | No change | 2,485 | $342K |
| Zuckerman Investment Group, LLC | 0.03% | No change | 2,485 | $342K |
| Palouse Capital Management, Inc. | 0.23% | No change | 2,480 | $341K |
| Cape Ann Savings Bank | 0.16% | No change | 2,476 | $341K |
| Clientfirst Wealth Management, LLC | 0.28% | No change | 2,472 | $340K |
| TBH Global Asset Management, LLC | 0.06% | No change | 2,471 | $340K |
| BDFS Capital LLC | 0.15% | Reduce -65.6% | 2,462 | $339K |
| S&A Financial Services, Inc. | 0.21% | Reduce -0.0% | 2,459 | $338K |
| Fairview Capital Investment Management, LLC | 0.02% | Add +3.6% | 2,451 | $337K |
| Navalign, LLC | 0.08% | Reduce -0.7% | 2,451 | $337K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 2,435 | $335K |
| WealthCare Investment Partners, LLC | 0.08% | Add +0.1% | 2,435 | $335K |
| Curated Wealth Partners LLC | 0.04% | No change | 2,435 | $335K |
| Professional Financial Advisors, LLC | 0.06% | Add +2.2% | 2,433 | $335K |
| Platform Technology Partners | 0.05% | No change | 2,431 | $334K |
| Avaii Wealth Management, LLC | 0.10% | Reduce -3.3% | 2,422 | $333K |
| Windsor Advisory Group, LLC | 0.24% | No change | 2,420 | $333K |
| Duncker Streett & Co. Inc. | 0.06% | Reduce -3.0% | 2,416 | $332K |
| Columbus Macro, LLC | 0.03% | No change | 2,412 | $332K |
| Everest Private Wealth | 0.12% | No change | 2,408 | $331K |
| Resources Management Corp. /CT/ | 0.04% | No change | 2,404 | $331K |
| Legacy Financial Strategies, LLC | 0.05% | Add +5.5% | 2,401 | $330K |
| Montchanin Asset Management, LLC | 0.34% | No change | 2,400 | $330K |
| True North Advisors, LLC | 0.03% | No change | 2,394 | $329K |
| Crews Bank & Trust | 0.04% | Reduce -37.9% | 2,390 | $329K |
| Alpha Financial Partners LLC | 0.17% | Add +31.6% | 2,389 | $329K |
| Melfa Wealth Management, Inc. | 0.18% | Reduce -12.8% | 2,375 | $327K |
| Wingate Wealth Advisors, Inc. | 0.14% | Add +0.5% | 2,371 | $326K |
| Bangor Savings Bank | 0.02% | Add +9.2% | 2,367 | $326K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,360 | $325K |
| Owl Creek Wealth Partners LLC | 0.09% | Reduce -4.5% | 2,350 | $323K |
| Greykasell Wealth Strategies, Inc. | 0.12% | No change | 2,346 | $323K |
| Michels Family Financial, LLC | 0.21% | Add +0.1% | 2,344 | $322K |
| Optima Capital LLC | 0.13% | No change | 2,342 | $322K |
| OneAscent Financial Services LLC | 0.02% | Reduce -7.4% | 2,338 | $322K |
| Capital Management Associates, Inc | 0.06% | Add +0.1% | 2,331 | $321K |
| Fortis Advisors, LLC | 0.15% | Add +6.4% | 2,316 | $319K |
| Compass Financial Group, Inc. (Ohio) | 0.21% | Reduce -25.8% | 2,315 | $318K |
| Walsh & Associates, LLC | 0.26% | Add +3.5% | 2,310 | $318K |
| Accredited Investor Services, LLC | 0.18% | No change | 2,308 | $317K |
| Burney Co./ | 0.01% | Reduce -15.1% | 2,303 | $317K |
| Forum Finance Group S.A. | 0.11% | Reduce -23.8% | 2,846 | $316K |
| Mathes Company, Inc. | 0.10% | No change | 2,300 | $316K |
| Clarity Capital Advisors, LLC | 0.13% | No change | 2,296 | $316K |
| Empowered Funds, LLC | 0.00% | Reduce -15.0% | 2,294 | $315K |
| Voisard Asset Management Group, Inc. | 0.06% | No change | 2,292 | $315K |
| Longview Financial Advisors, Inc. | 0.18% | Add +0.1% | 2,287 | $315K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 2,276 | $313K |
| Crew Capital Management, Ltd | 0.17% | No change | 2,263 | $311K |
| Chesapeake Wealth Management | 0.09% | Reduce -3.5% | 2,260 | $311K |
| Johnson Financial Group, LLC | 0.02% | Reduce -46.4% | 2,247 | $309K |
| Nicollet Investment Management, Inc. | 0.10% | Reduce -3.6% | 2,240 | $308K |
| Astoria Portfolio Advisors LLC. | 0.05% | New | 2,239 | $308K |
| Everpar Advisors LLC | 0.09% | Reduce -4.0% | 2,229 | $307K |
| Summit Wealth Group, LLC | 0.06% | No change | 2,223 | $306K |
| First Bank & Trust | 0.04% | Add +1.3% | 2,213 | $304K |
| Bayban | 0.23% | No change | 2,206 | $303K |
| Cordatus Wealth Management LLC | 0.07% | No change | 2,200 | $303K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 2,128 | $302K |
| JSF Financial, LLC | 0.05% | No change | 2,193 | $302K |
| Ledyard National Bank | 0.02% | Add +3.8% | 2,189 | $301K |
| Evernest Financial Advisors, LLC | 0.06% | No change | 2,186 | $301K |
| Shelton Wealth Management, LLC | 0.12% | Reduce -6.2% | 2,183 | $300K |
| Traveka Wealth, LLC | 0.10% | Reduce -5.0% | 2,181 | $300K |
| SHP Wealth Management | 0.02% | Add +10.7% | 2,180 | $300K |
| CarsonAllaria Wealth Management, Ltd. | 0.13% | Add +1.3% | 2,176 | $299K |
| Allegiance Financial Group Advisory Services LLC | 0.05% | No change | 2,173 | $299K |
| Portland Financial Advisors Inc | 0.54% | No change | 2,164 | $298K |
| James J. Burns & Company, LLC | 0.03% | No change | 2,161 | $297K |
| Biltmore Family Office, LLC | 0.04% | New | 2,160 | $297K |
| Greenwood Capital Associates LLC | 0.03% | No change | 2,160 | $297K |
| 1900 Wealth Management LLC | 0.02% | Reduce -0.5% | 2,157 | $297K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | No change | 2,151 | $296K |
| Colonial Trust Co / SC | 0.04% | No change | 2,139 | $294K |
| A&I Financial Services, LLC | 0.13% | No change | 2,137 | $294K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -1.4% | 2,134 | $294K |
| Menard Financial Group LLC | 0.16% | No change | 2,129 | $293K |
| Maple Capital Management, Inc. | 0.02% | Add +16.2% | 2,129 | $293K |
| RDA Financial Network | 0.06% | Add +6.2% | 2,127 | $293K |
| Allred Capital Management, LLC | 0.10% | No change | 2,126 | $292K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,124 | $292K |
| Opinicus Capital, Inc. | 0.16% | Reduce -7.9% | 2,121 | $292K |
| Michael Brady & Co., LLC | 0.26% | No change | 2,119 | $291K |
| Impact Capital Partners LLC | 0.08% | Reduce -0.5% | 2,113 | $291K |
| Kintra Wealth, LLC | 0.02% | New | 2,035 | $290K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 2,105 | $290K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 2,103 | $289K |
| Orange Investment Advisors, Inc. | 0.04% | Add +1.1% | 2,097 | $288K |
| Argentarii, LLC | 0.09% | No change | 2,044 | $288K |
| Seros Financial, LLC | 0.15% | Reduce -10.7% | 2,092 | $288K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,090 | $287K |
| Legacy Private Trust Co. | 0.02% | No change | 2,088 | $287K |
| Straight Path Wealth Management | 0.07% | New | 2,083 | $286K |
| Signature Equity Partners, LLC | 0.13% | Reduce -3.2% | 2,077 | $286K |
| Human Investing LLC | 0.04% | Reduce -3.5% | 2,074 | $285K |
| Western Financial Corp | 0.08% | Reduce -4.6% | 2,069 | $285K |
| Guidance Capital, Inc. | 0.06% | No change | 2,077 | $283K |
| McAdam, LLC | 0.01% | Reduce -30.7% | 2,056 | $283K |
| Kuhn & Co Investment Counsel | 0.16% | No change | 2,055 | $283K |
| Aspen Wealth Management LLC | 0.05% | Add +0.1% | 2,054 | $282K |
| David J Yvars Group | 0.14% | Reduce -0.9% | 2,048 | $282K |
| Wealth Effects LLC | 0.08% | New | 2,046 | $281K |
| Stage Harbor Financial, LLC | 0.16% | No change | 2,040 | $281K |
| Fragasso Financial Advisors Inc | 0.01% | Reduce -7.8% | 2,026 | $279K |
| Cambient Family Office, LLC | 0.03% | No change | 2,021 | $278K |
| Tranquility Partners, LLC | 0.10% | No change | 2,011 | $277K |
| Redwood Financial Network Corp | 0.15% | Add +10.9% | 2,010 | $276K |
| Quest 10 Wealth Builders, Inc. | 0.21% | Reduce -3.7% | 2,005 | $276K |
| Northeast Investment Management | 0.01% | No change | 2,004 | $276K |
| Western Reserve Capital Management, LLC | 0.20% | No change | 2,000 | $275K |
| Stelac Advisory Services LLC | 0.05% | No change | 2,000 | $275K |
| REAP Financial Group, LLC | 0.05% | Add +1.5% | 1,992 | $274K |
| Delos Wealth Advisors, LLC | 0.14% | No change | 1,992 | $274K |
| Edgestream Partners, L.P. | 0.01% | Reduce -55.9% | 1,992 | $274K |
| Integris Wealth Management, LLC | 0.06% | No change | 1,991 | $274K |
| SmartHarvest Portfolios, LLC | 0.09% | New | 1,987 | $273K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +77.9% | 1,982 | $273K |
| Red Door Wealth Management, LLC | 0.02% | New | 1,972 | $271K |
| North Forty Two & Co. | 0.23% | No change | 1,972 | $271K |
| Jennison Associates LLC | 0.00% | Reduce -15.8% | 1,971 | $271K |
| NorthStar Asset Management LLC | 0.06% | Reduce -0.9% | 1,963 | $270K |
| Aire Advisors, LLC | 0.04% | No change | 1,952 | $268K |
| VSM Wealth Advisory, LLC | 0.07% | Reduce -9.0% | 1,951 | $268K |
| Tidal Investments LLC | 0.00% | New | 1,946 | $268K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 1,944 | $267K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 1,940 | $267K |
| E&G Advisors, LLC | 0.05% | No change | 1,940 | $267K |
| Willis Investment Counsel | 0.01% | No change | 1,929 | $265K |
| Independent Wealth Advisors LLC | 0.24% | Add +3.8% | 1,923 | $264K |
| Jupiter Topco LLC | 0.00% | — | 1,910 | $263K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 1,909 | $263K |
| Stanich Group LLC | 0.17% | New | 1,909 | $263K |
| Black Diamond Financial, LLC | 0.02% | No change | 1,901 | $261K |
| Fortitude Advisory Group L.L.C. | 0.10% | No change | 1,898 | $261K |
| Zions Bancorporation, National Association | 0.02% | No change | 1,894 | $260K |
| Jacksonville Wealth Management, LLC | 0.15% | No change | 1,890 | $260K |
| DB Fitzpatrick & Co, Inc | 0.21% | Reduce -2.5% | 1,889 | $260K |
| Natural Investments, LLC | 0.06% | New | 1,890 | $259K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -0.5% | 1,869 | $257K |
| Princeton Global Asset Management LLC | 0.04% | Reduce -7.0% | 1,865 | $256K |
| First Manhattan Co. Llc. | 0.00% | New | 1,865 | $256K |
| First Business Financial Services, Inc. | 0.02% | Reduce -3.6% | 1,863 | $256K |
| Ignite Planners, LLC | 0.04% | No change | 1,860 | $256K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 1,855 | $255K |
| Forum Private Client Group LLC | 0.08% | Reduce -22.1% | 1,853 | $255K |
| Three Bearings Fiduciary Advisors, Inc. | 0.23% | Reduce -8.9% | 1,851 | $255K |
| Inscription Capital, LLC | 0.02% | Add +0.1% | 1,841 | $253K |
| Rockline Wealth Management, LLC | 0.05% | No change | 1,841 | $253K |
| PDS Planning, Inc | 0.01% | New | 1,837 | $253K |
| Buck Wealth Strategies, LLC | 0.03% | Reduce -85.2% | 1,831 | $252K |
| Falcon Wealth Planning | 0.02% | Add +3.1% | 1,830 | $252K |
| Solidarity Wealth, LLC | 0.04% | No change | 1,830 | $252K |
| Principal Financial Group Inc. | 0.00% | Reduce -63.0% | 1,825 | $251K |
| KMG Fiduciary Partners, LLC | 0.02% | Reduce -97.3% | 1,819 | $250K |
| Green Ridge Wealth Planning LLC | 0.11% | No change | 1,817 | $250K |
| Trinity Wealth Management, LLC | 0.08% | New | 1,817 | $250K |
| Aventura Private Wealth, LLC | 0.08% | Reduce -10.8% | 1,815 | $250K |
| Bfsg, LLC | 0.02% | No change | 1,814 | $249K |
| MinichMacGregor Wealth Management, LLC | 0.04% | New | 1,812 | $249K |
| Axim Planning & Wealth | 0.35% | Reduce -4.2% | 1,809 | $249K |
| Abound Wealth Management | 0.05% | Add +0.1% | 1,808 | $249K |
| Kagan Cocozza Asset Management | 0.16% | No change | 1,808 | $249K |
| KTF Investments, LLC | 0.03% | Reduce -5.3% | 1,800 | $248K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 1,795 | $247K |
| Covenant Asset Management, LLC | 0.04% | Reduce -4.1% | 1,793 | $247K |
| TMB Capital Partners, LLC | 0.08% | Reduce -18.4% | 1,776 | $244K |
| Schnieders Capital Management, Llc. | 0.03% | New | 1,775 | $244K |
| Global Strategic Investment Solutions, LLC | 0.02% | Add +0.1% | 1,773 | $244K |
| Pines Wealth Management, LLC | 0.07% | New | 1,772 | $244K |
| WESPAC Advisors, LLC | 0.12% | Reduce -13.2% | 1,769 | $243K |
| Klingenstein Fields & Co. LP | 0.01% | New | 1,765 | $243K |
| Pacific Asset Management, LLC | 0.12% | New | 1,765 | $243K |
| First Interstate Bank | 0.01% | New | 1,759 | $242K |
| Foster Victor Wealth Advisors, LLC | 0.01% | Reduce -5.5% | 1,754 | $242K |
| Imprint Wealth LLC | 0.98% | Reduce -8.4% | 1,756 | $242K |
| Builder Investment Group Inc. | 0.05% | New | 1,756 | $242K |
| Oregon Pacific Wealth Management, LLC | 0.23% | Reduce -10.3% | 1,753 | $241K |
| Braeburn Wealth Management LLC | 0.10% | Reduce -1.5% | 1,747 | $240K |
| Acorn Wealth Advisors, LLC | 0.06% | Reduce -13.9% | 1,743 | $240K |
| Swisher Financial Concepts, Inc. | 0.15% | Reduce -46.4% | 1,738 | $239K |
| Capital Advisors Wealth Management, LLC | 0.03% | Reduce -15.9% | 1,735 | $239K |
| Cora Capital Advisors LLC | 0.07% | New | 1,732 | $238K |
| Schrum Private Wealth Management LLC | 0.24% | Reduce -20.8% | 2,564 | $237K |
| Anb Bank | 0.09% | Reduce -17.6% | 1,721 | $237K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | Reduce -11.7% | 1,721 | $237K |
| Wealth Forward, LLC | 0.12% | New | 1,720 | $237K |
| Denver Wealth Management, Inc. | 0.07% | New | 1,720 | $237K |
| Bill Few Associates, Inc. | 0.05% | Reduce -4.3% | 1,720 | $237K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 1,719 | $236K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,718 | $236K |
| Sankala Group LLC | 0.16% | No change | 1,691 | $236K |
| Maxele Advisors, LLC | 0.16% | — | 1,715 | $236K |
| Linscomb Wealth, Inc. | 0.01% | New | 1,715 | $236K |
| HRC Wealth Management, LLC | 0.10% | New | 1,714 | $236K |
| CV Advisors LLC | 0.04% | New | 1,713 | $236K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 1,712 | $235K |
| Strata Wealth Advisors, LLC | 0.06% | New | 1,706 | $235K |
| Clark Asset Management, LLC | 0.02% | New | 1,703 | $234K |
| SMI Advisory Services, LLC | 0.04% | New | 1,708 | $234K |
| Tannin Capital LLC | 0.15% | New | 1,701 | $234K |
| FSA Advisors, Inc. | 0.11% | Reduce -21.9% | 1,700 | $234K |
| Strategic Wealth Investment Group, LLC | 0.03% | New | 1,686 | $232K |
| Freedom Investment Management, Inc. | 0.06% | New | 1,681 | $231K |
| Wealthspire Retirement, LLC | 0.01% | New | 1,676 | $231K |
| Guardian Capital, LLC | 0.19% | Reduce -23.1% | 1,673 | $230K |
| Mattern Capital Management, LLC | 0.03% | Reduce -7.3% | 1,673 | $230K |
| Wrenne Financial Planning LLC | 0.08% | New | 1,670 | $230K |
| Austin Asset Management Co Inc | 0.03% | New | 1,670 | $230K |
| Geneva Partners, LLC | 0.06% | Reduce -6.9% | 1,664 | $229K |
| Pointe Capital Management LLC | 0.10% | New | 1,656 | $228K |
| Compass Capital Corp. /Ma/ | 0.07% | No change | 1,603 | $228K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | New | 1,648 | $227K |
| OneAscent Wealth Management LLC | 0.07% | New | 1,642 | $226K |
| Columbia Bank | 0.05% | New | 1,639 | $225K |
| Broussard Financial Group LLC | 0.18% | New | 1,635 | $225K |
| Biondo Investment Advisors, LLC | 0.03% | New | 1,634 | $225K |
| Abacus Wealth Partners, LLC | 0.02% | Reduce -17.3% | 1,628 | $224K |
| Wealth Management Partners, LLC | 0.05% | New | 1,627 | $224K |
| Hendershot Investments Inc. | 0.03% | No change | 1,627 | $224K |
| Grey Fox Wealth Advisors, LLC | 0.04% | New | 1,627 | $224K |
| Greenhouse Wealth Management, LLC | 0.16% | New | 1,626 | $224K |
| Abundance Wealth Counselors | 0.01% | New | 1,620 | $223K |
| Vienna Asset Management LLC | 0.16% | New | 1,615 | $222K |
| Arkos Global Advisors | 0.03% | Add +0.1% | 1,613 | $222K |
| Elevation Advisory Partners LLC | 0.23% | Reduce -16.6% | 1,644 | $221K |
| Proathlete Wealth Management LLC | 0.05% | Reduce -4.3% | 1,605 | $221K |
| Apex Wealth Management, LLC | 0.13% | New | 1,605 | $221K |
| Vaquero Private Wealth, Ltd. | 0.05% | — | 1,602 | $220K |
| Harbour Investment Management LLC | 0.11% | New | 1,600 | $220K |
| Soundwatch Capital LLC | 0.02% | New | 1,600 | $220K |
| Accel Wealth Management | 0.05% | New | 1,599 | $220K |
| Centennial Wealth Advisory LLC | 0.05% | New | 1,598 | $220K |
| GW Henssler & Associates Ltd. | 0.01% | New | 1,597 | $220K |
| Parkwoods Wealth Partners, LLC | 0.04% | New | 1,593 | $219K |
| Midwest Financial Partners Investments, Inc. | 0.09% | Reduce -15.4% | 1,591 | $219K |
| McAlister, Sweet & Associates, Inc. | 0.12% | New | 1,585 | $218K |
| Juncture Wealth Strategies, LLC | 0.06% | New | 1,581 | $217K |
| Balentine LLC | 0.01% | Add +80.5% | 1,578 | $217K |
| Charis Legacy Partners, LLC | 0.27% | New | 1,576 | $217K |
| Scott Capital Advisors, LLC | 0.03% | New | 1,576 | $217K |
| Avity Investment Management Inc. | 0.01% | New | 1,575 | $217K |
| Stonebridge Financial Group, LLC | 0.03% | — | 1,561 | $214K |
| Nova Wealth Management, Inc. | 0.12% | No change | 1,545 | $212K |
| Inlight Wealth Management, LLC | 0.07% | No change | 210,897 | $211K |
| MBL Wealth, LLC | 0.01% | New | 1,531 | $211K |
| Private Wealth Partners, LLC | 0.02% | New | 1,530 | $210K |
| First PREMIER Bank | 0.03% | No change | 1,530 | $210K |
| Sand Hill Global Advisors, LLC | 0.01% | New | 1,526 | $210K |
| Basso Capital Management, L.P. | 0.05% | No change | 1,522 | $209K |
| Novak & Powell Financial Services, Inc. | 0.10% | New | 1,518 | $209K |
| Ridgeline Wealth, LLC | 0.12% | New | 1,513 | $208K |
| BlackDiamond Wealth Management, LLC | 0.08% | New | 1,466 | $208K |
| Berkeley, Inc | 0.07% | New | 1,510 | $208K |
| Team Financial Group, LLC | 0.09% | Add +6.3% | 1,507 | $207K |
| Vaughan David Investments LLC | 0.00% | New | 1,506 | $207K |
| Ni Acquisitions Company, LLC | 0.09% | — | 1,505 | $207K |
| Lynx Investment Advisory | 0.07% | New | 1,504 | $207K |
| Dunhill Financial, LLC | 0.04% | Reduce -55.4% | 1,502 | $207K |
| Sachem Hill LLC | 0.04% | Reduce -31.3% | 1,502 | $207K |
| Baron Financial Group, LLC | 0.10% | New | 1,502 | $207K |
| Element Wealth, LLC | 0.08% | New | 1,499 | $206K |
| Cambridge Advisors Inc. | 0.04% | New | 1,499 | $206K |
| Summit Asset Management, LLC | 0.03% | New | 1,497 | $206K |
| Hamilton Point Investment Advisors, LLC | 0.03% | No change | 1,496 | $206K |
| DWR Wealth Management, LLC | 0.15% | New | 1,516 | $206K |
| Florida Financial Advisors, LLC | 0.03% | New | 1,491 | $205K |
| WJ Financial Advisors LLC | 0.15% | New | 1,487 | $205K |
| Private Capital Management, LLC | 0.02% | New | 1,487 | $204K |
| Buttonwood Financial Group, LLC | 0.12% | New | 1,487 | $204K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 1,485 | $204K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 1,506 | $204K |
| Perennial Advisors, LLC | 0.03% | New | 1,476 | $203K |
| Precision Wealth Strategies, LLC | 0.06% | New | 1,473 | $203K |
| Gross & Hartman Investments LLC | 0.09% | New | 1,470 | $202K |
| Sunburst Financial Group, LLC | 0.03% | New | 1,469 | $202K |
| Stonebridge Capital Advisors LLC | 0.01% | New | 1,469 | $202K |
| Synergy Asset Management, LLC | 0.02% | New | 1,467 | $202K |
| First National Advisers, LLC | 0.03% | New | 1,466 | $202K |
| Ameriflex Group, Inc. | 0.08% | Add +41.5% | 1,465 | $201K |
| Paragon Capital Management Ltd | 0.04% | New | 1,465 | $201K |
| Jackson Square Capital, LLC | 0.03% | New | 1,460 | $201K |
| Wellment Financial | 0.23% | Reduce -18.0% | 1,458 | $201K |
| Waddell & Associates, LLC | 0.01% | Reduce -29.6% | 1,457 | $200K |
| Safe Harbor Family Capital, LLC | 0.13% | No change | 1,454 | $200K |
| ESL Trust Services, LLC | 0.03% | Add +5396.1% | 1,429 | $197K |
| Atlantic Private Wealth, LLC | 0.12% | Add +0.1% | 1,416 | $195K |
| Downshift Financial, LLC | 0.09% | New | 1,384 | $190K |
| CDKV Holdings LLC | 0.15% | Reduce -22.5% | 1,375 | $189K |
| BankPlus Trust Department | 0.04% | Add +14.3% | 1,360 | $187K |
| Harbor Asset Planning, Inc. | 0.14% | Reduce -1.0% | 1,338 | $184K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,337 | $184K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -50.9% | 1,334 | $183K |
| Cardinal Strategic Wealth Guidance | 0.04% | No change | 1,326 | $182K |
| TFC Financial Management, Inc. | 0.02% | Add +0.1% | 1,247 | $172K |
| Basepoint Wealth LLC | 0.10% | No change | 1,214 | $167K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +100.0% | 1,328 | $166K |
| Wolff Wiese Magana LLC | 0.08% | No change | 1,200 | $165K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -9.9% | 1,187 | $163K |
| Clearstead Trust, LLC | 0.02% | No change | 1,168 | $161K |
| Pittenger & Anderson Inc. | 0.01% | Add +9.9% | 1,129 | $155K |
| Peck Wealth Management, LLC | 0.13% | No change | 1,119 | $154K |
| Insight Inv LLC | 0.07% | No change | 1,113 | $153K |
| MPWM Advisory Solutions, LLC | 0.07% | No change | 1,092 | $150K |
| West Branch Capital LLC | 0.03% | Add +0.1% | 1,088 | $150K |
| Milestone Investment Advisors LLC | 0.03% | No change | 1,076 | $148K |
| Realta Investment Advisors | 0.05% | Add +0.1% | 1,062 | $146K |
| KERR FINANCIAL PLANNING Corp | 0.16% | No change | 1,047 | $144K |
| Bulwark Capital Corp | 0.08% | No change | 1,044 | $144K |
| Morling Financial Advisors, LLC | 0.04% | Add +344.0% | 1,039 | $143K |
| Hoese & Co LLP | 0.09% | No change | 1,032 | $142K |
| Register Financial Advisors LLC | 0.04% | No change | 1,023 | $141K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 1,022 | $141K |
| McDonald Partners LLC | 0.03% | New | 1,016 | $140K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,009 | $139K |
| Central Pacific Bank - Trust Division | 0.01% | Reduce -37.9% | 985 | $135K |
| RHL Group, LLC | 0.11% | Reduce -13.1% | 958 | $132K |
| CoreFirst Bank & Trust | 0.07% | Reduce -45.1% | 956 | $131K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 950 | $131K |
| Holos Integrated Wealth LLC | 0.06% | No change | 957 | $130K |
| Motco | 0.01% | No change | 920 | $127K |
| SouthState Bank Corp | 0.01% | No change | 917 | $126K |
| Frankly Finances, LLC | 0.10% | No change | 912 | $125K |
| Rice Partnership, LLC | 0.01% | Reduce -5.7% | 886 | $122K |
| Murphy & Mullick Capital Management Corp | 0.08% | No change | 884 | $122K |
| High Point Wealth Management, LLC | 0.10% | Add +0.1% | 875 | $120K |
| Hoey Investments, Inc. | 0.02% | No change | 865 | $119K |
| American National Bank & Trust | 0.01% | No change | 854 | $117K |
| Black Cypress Capital Management, LLC | 0.08% | No change | 839 | $115K |
| Armor Investment Advisors, LLC | 0.04% | No change | 838 | $115K |
| Burnham & Co LLC | 0.09% | — | 800 | $110K |
| Signature Resources Capital Management, LLC | 0.04% | Add +8.7% | 790 | $109K |
| Collier Financial | 0.07% | Add +0.1% | 782 | $108K |
| Ballast Advisors LLC | 0.03% | No change | 774 | $106K |
| Family Legacy Financial Solutions, LLC | 0.06% | New | 766 | $105K |
| Brooklyn FI, LLC | 0.02% | New | 757 | $103K |
| Corsicana & Co. | 0.05% | No change | 736 | $101K |
| City State Bank | 0.02% | No change | 726 | $100K |
| Noble Wealth Management PBC | 0.05% | No change | 725 | $100K |
| Aspect Partners, LLC | 0.04% | No change | 720 | $99K |
| Southern Michigan Bank & Trust | 0.03% | No change | 714 | $98K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 708 | $97K |
| Pin Oak Investment Advisors Inc. | 0.07% | No change | 704 | $97K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 689 | $95K |
| Lazard Asset Management LLC | 0.00% | No change | 640 | $88K |
| Westside Investment Management, Inc. | 0.01% | No change | 630 | $87K |
| IAG Wealth Partners, LLC | 0.01% | No change | 625 | $86K |
| Financial Consulate, Inc. | 0.01% | No change | 613 | $84K |
| Capital Investment Counsel, Inc | 0.01% | No change | 612 | $84K |
| Strive Financial Group ,LLC | 0.04% | Add +183.3% | 595 | $82K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +182.2% | 601 | $81K |
| Point Nemo Capital, LLC | 0.04% | New | 591 | $81K |
| Payden & Rygel | 0.01% | New | 590 | $81K |
| Roxbury Financial LLC | 0.06% | No change | 581 | $80K |
| JPL Wealth Management, LLC | 0.02% | New | 581 | $80K |
| Chilton Capital Management LLC | 0.00% | No change | 576 | $79K |
| Gilpin Wealth Management, LLC | 0.05% | Reduce -38.8% | 573 | $79K |
| HighMark Wealth Management LLC | 0.03% | Add +0.2% | 570 | $78K |
| Montgomery Financial Services LLC | 0.07% | — | 568 | $78K |
| Graney & King, LLC | 0.03% | No change | 567 | $78K |
| Advocate Investing Services LLC | 0.06% | Add +139.7% | 549 | $76K |
| Financial Life Planners | 0.05% | Reduce -7.3% | 548 | $75K |
| Strategic Wealth Advisors LLC | 0.06% | No change | 610 | $75K |
| Addison Advisors LLC | 0.04% | Reduce -68.0% | 545 | $75K |
| Frazier Financial Advisors, LLC | 0.04% | Reduce -56.1% | 544 | $75K |
| Decker Retirement Planning Inc. | 0.03% | New | 542 | $75K |
| Adirondack Trust Co. | 0.02% | No change | 537 | $74K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.05% | No change | 536 | $74K |
| Cordant, Inc. | 0.03% | New | 525 | $72K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.01% | New | 534 | $71K |
| Archer Investment Corp | 0.01% | Add +25.4% | 514 | $71K |
| True Wealth Design, LLC | 0.02% | No change | 501 | $69K |
| NFSG Corp | 0.01% | Add +311.9% | 486 | $67K |
| Nemes Rush Group LLC | 0.01% | No change | 485 | $67K |
| Kozak & Associates, Inc. | 0.01% | Reduce -4.7% | 483 | $66K |
| Spectrum Wealth Advisory Group, LLC | 0.02% | New | 466 | $64K |
| Concord Wealth Partners | 0.01% | New | 466 | $64K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 460 | $63K |
| Country Trust Bank | 0.00% | New | 457 | $63K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 452 | $62K |
| Community Financial Services Group, LLC | 0.01% | Reduce -82.6% | 448 | $61K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 445 | $61K |
| Bullock Wealth Management Group | 0.03% | No change | 443 | $61K |
| Birchwood Financial Partners, Inc. | 0.05% | Reduce -42.3% | 429 | $59K |
| Morgan Dempsey Capital Management LLC | 0.02% | No change | 400 | $55K |
| Copia Wealth Management | 0.03% | No change | 368 | $51K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.3% | 357 | $49K |
| Vestor Capital, LLC | 0.00% | Reduce -99.7% | 203 | $49K |
| PFS Partners, LLC | 0.02% | No change | 338 | $46K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.3% | 336 | $46K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 328 | $45K |
| Innovative Asset Advisors Group, LLC | 0.02% | No change | 324 | $45K |
| Providence Capital Advisors, LLC | 0.01% | No change | 324 | $45K |
| Regatta Research & Money Management | 0.04% | — | 323 | $44K |
| Founders Capital Management | 0.02% | Add +26.5% | 320 | $44K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 302 | $42K |
| Vima LLC | 0.04% | — | 300 | $41K |
| Gleason Group, Inc. | 0.00% | No change | 298 | $41K |
| GoalVest Advisory LLC | 0.01% | No change | 292 | $40K |
| Mechanics Financial Corp | 0.01% | No change | 290 | $40K |
| Chesapeake Asset Management LLC | 0.03% | No change | 276 | $38K |
| Boreal Capital Management LLC | 0.03% | No change | 270 | $37K |
| Entrust Financial LLC | 0.02% | No change | 267 | $37K |
| DecisionPoint Financial, LLC | 0.01% | No change | 265 | $36K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +1071.4% | 246 | $34K |
| First Pacific Financial | 0.00% | New | 245 | $34K |
| Valued Wealth Advisors LLC | 0.01% | No change | 236 | $32K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +135.0% | 235 | $32K |
| Centennial Bank | 0.01% | No change | 234 | $32K |
| Davis Capital Management | 0.02% | No change | 231 | $32K |
| Investment Counsel Co. of Nevada | 0.06% | No change | 229 | $31K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 220 | $30K |
| Howe & Rusling Inc. | 0.00% | No change | 214 | $29K |
| Creative Capital Management Investments LLC | 0.01% | No change | 200 | $28K |
| Benson Wealth Management INC | 0.03% | No change | 184 | $25K |
| NorthAvenue LLC | 0.02% | Reduce -24.7% | 180 | $25K |
| Timmons Wealth Management, LLC | 0.02% | Add +0.6% | 161 | $22K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 157 | $22K |
| Nvest Wealth Strategies, Inc. | 0.01% | No change | 151 | $21K |
| Pacifica Partners Inc. | 0.01% | No change | 150 | $20K |
| Punch & Associates Investment Management, Inc. | 0.00% | Reduce -19.8% | 146 | $20K |
| Networth Advisors, LLC | 0.01% | Reduce -7.8% | 142 | $20K |
| Cheviot Value Management, LLC | 0.00% | No change | 141 | $19K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 140 | $19K |
| Financial Gravity Companies, Inc. | 0.00% | — | 139 | $19K |
| Dogwood Wealth Management LLC | 0.01% | No change | 137 | $19K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 129 | $18K |
| Field & Main Bank | 0.00% | No change | 128 | $18K |
| MRP Capital Investments, LLC | 0.01% | No change | 126 | $17K |
| Pflug Koory, LLC | 0.01% | No change | 122 | $17K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 121 | $17K |
| Sims Investment Management, LLC | 0.00% | New | 108 | $15K |
| Burk Holdings LLC | 0.01% | No change | 107 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +0.9% | 106 | $15K |
| Toth Financial Advisory Corp. | 0.00% | No change | 104 | $14K |
| McGuire Capital Advisors Inc. | 0.01% | New | 102 | $14K |
| GGM Financial LLC | 0.01% | No change | 95 | $13K |
| Triumph Capital Management | 0.00% | No change | 90 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 88 | $12K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 87 | $12K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 84 | $12K |
| United Financial Planning Group LLC | 0.01% | No change | 82 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 82 | $11K |
| Ankerstar Wealth, LLC | 0.01% | No change | 81 | $11K |
| Caitlin John, LLC | 0.01% | No change | 77 | $11K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 72 | $10K |
| Markowski Investments | 0.00% | — | 68 | $9K |
| Paladin Advisory Group, LLC | 0.01% | No change | 65 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 64 | $9K |
| Wilkerson Advisory Group LLC | 0.00% | New | 60 | $8K |
| Chapman Financial Group, LLC | 0.01% | No change | 59 | $8K |
| Robinswood Financial LLC | 0.00% | No change | 57 | $8K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 51 | $7K |
| Hamrick Investment Counsel, llc | 0.00% | No change | 50 | $7K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 50 | $7K |
| Chelsea Counsel Co. | 0.00% | No change | 46 | $6K |
| BankChampaign, National Association | 0.00% | Reduce -14.3% | 42 | $6K |
| Obsidian Cio, LLC | 0.00% | Reduce -61.4% | 34 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 33 | $5K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 32 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 28 | $4K |
| Timbuktu Capital Management, LLC | 0.01% | — | 24 | $3K |
| Pursuit Wealth Strategies, LLC | 0.00% | New | 24 | $3K |
| Kiker Wealth Management, LLC | 0.00% | New | 21 | $3K |
| Marshall Investment Management, LLC | 0.00% | No change | 20 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 18 | $2K |
| Orion Capital Management LLC | 0.00% | No change | 17 | $2K |
| Blueline Advisors LLC | 0.00% | No change | 4 | $551 |
| 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.