iShares Russell 1000 GrowthIWFETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 2,031 institutions reported holding iShares Russell 1000 Growth (IWF) in their 13F filings, up 67 from Q1 2024. 127 opened new positions and 66 sold out. The largest holders were Bank of America Corp. ($11.0B), Morgan Stanley ($9.5B) and FMR LLC ($3.6B). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell 1000 Growth
- CUSIP
- 464287614
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 127 | $246.9M |
| Exits | 66 | $174.8M |
All 13F filers, Q1 2024 → Q2 2024: 10,376,528 shares bought and 8,013,427 shares sold, net +2,363,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,031 holders
| Bank of America Corp. | 1.06% | Reduce -0.2% | 30,231,815 | $11.0B |
| Morgan Stanley | 0.74% | Add +7.7% | 26,053,840 | $9.5B |
| FMR LLC | 0.23% | Reduce -1.5% | 9,860,525 | $3.6B |
| Goldman Sachs Group Inc. | 0.68% | Reduce -4.0% | 9,525,135 | $3.5B |
| JPMorgan Chase & Co. | 0.22% | Reduce -10.8% | 7,000,590 | $2.6B |
| UBS Group AG | 0.70% | Add +0.4% | 6,229,208 | $2.3B |
| Envestnet Asset Management Inc. | 0.65% | Reduce -0.3% | 5,147,669 | $1.9B |
| Northern Trust Corp. | 0.28% | Add +4.4% | 4,559,477 | $1.7B |
| Wells Fargo & Company | 0.39% | Reduce -1.2% | 4,144,595 | $1.5B |
| PNC Financial Services Group, Inc. | 0.76% | Reduce -1.3% | 3,142,802 | $1.1B |
| LPL Financial LLC | 0.53% | Add +2.1% | 2,924,993 | $1.1B |
| M&T Bank Corp | 3.48% | Add +1.8% | 2,797,853 | $1.0B |
| Raymond James & Associates | 0.63% | Reduce -0.2% | 2,613,524 | $952.7M |
| Ameriprise Financial Inc. | 0.22% | Reduce -54.4% | 2,271,191 | $828.0M |
| Baird Financial Group, Inc. | 1.69% | Reduce -2.6% | 2,235,222 | $814.8M |
| Commonwealth Equity Services, LLC | 1.28% | Add +4.0% | 2,216,427 | $807.9M |
| Truist Financial Corp. | 1.21% | Add +0.5% | 2,180,845 | $794.9M |
| Tiaa Trust, National Association | 2.44% | Reduce -1.9% | 2,161,616 | $791.5M |
| Royal Bank of Canada | 0.15% | Add +0.8% | 1,684,604 | $614.1M |
| Signaturefd, LLC | 12.32% | Add +3.4% | 1,664,110 | $606.6M |
| Nuveen Asset Management, LLC | 0.17% | Reduce -15.4% | 1,553,386 | $566.2M |
| American Century Companies Inc. | 0.34% | Add +3987.1% | 1,530,909 | $558.0M |
| Stifel Financial Corp. | 0.62% | Add +0.8% | 1,508,606 | $549.9M |
| Focus Partners Wealth | 1.66% | Add +103.1% | 1,354,760 | $493.8M |
| CHURCHILL MANAGEMENT Corp | 5.80% | Reduce -1.6% | 1,349,961 | $492.1M |
| Cetera Investment Advisers | 1.11% | Add +0.8% | 1,323,003 | $482.2M |
| Bank of New York Mellon Corp | 0.09% | Add +1.2% | 1,321,879 | $481.8M |
| Synovus Financial Corp. | 6.26% | Add +0.4% | 1,300,716 | $474.1M |
| Alliancebernstein L.P. | 0.16% | Add +601.8% | 1,293,915 | $471.6M |
| Circle Wealth Management, LLC | 10.86% | Add +0.0% | 1,288,376 | $469.6M |
| GLOBALT Investments LLC / GA | 16.70% | Add +0.8% | 1,146,766 | $418.0M |
| US Bancorp \de | 0.57% | Add +0.8% | 1,146,177 | $417.8M |
| HighTower Advisors, LLC | 0.62% | Reduce -8.5% | 1,104,048 | $402.3M |
| BlackRock Inc. | 0.01% | Reduce -29.5% | 1,046,324 | $381.4M |
| CIBC Private Wealth Group LLC | 0.59% | Add +13.6% | 829,598 | $314.0M |
| Cerity Partners LLC | 0.82% | Reduce -0.7% | 825,404 | $300.9M |
| Prudential Financial Inc. | 0.45% | Add +7.9% | 815,768 | $297.4M |
| Corient Private Wealth LP | 0.50% | Add +0.8% | 786,920 | $286.8M |
| Janney Montgomery Scott LLC | 0.87% | Add +1.7% | 778,719 | $283.9M |
| Raymond James Financial Services Advisors, Inc. | 0.38% | Reduce -0.7% | 725,763 | $264.5M |
| Osaic Holdings, Inc. | 0.62% | Add +3.7% | 719,721 | $262.4M |
| NorthCoast Asset Management LLC | 2.01% | Add +307.1% | 646,001 | $235.5M |
| Clearstead Advisors, LLC | 4.02% | Add +5391.5% | 645,742 | $235.4M |
| Comerica Bank | 0.97% | Add +1.5% | 640,577 | $233.5M |
| Waldron Private Wealth LLC | 10.31% | Reduce -0.9% | 632,161 | $230.4M |
| Northwestern Mutual Wealth Management Co. | 0.22% | Add +0.6% | 615,482 | $224.3M |
| Citigroup Inc. | 0.21% | Reduce -10.6% | 608,147 | $221.7M |
| Rockefeller Capital Management L.P. | 0.62% | Reduce -4.1% | 600,817 | $218.9M |
| 1ST Source Bank | 12.49% | Reduce -2.7% | 585,838 | $213.5M |
| Cresset Asset Management, LLC | 0.87% | Add +13.0% | 562,876 | $205.2M |
| Mariner, LLC | 0.40% | Reduce -2.6% | 560,348 | $204.3M |
| Johnson Financial Group, Inc. | 9.87% | Reduce -2.6% | 558,937 | $203.7M |
| Two Sigma Investments, LP | 0.49% | Reduce -4.3% | 546,900 | $199.4M |
| MML Investors Services, LLC | 0.74% | Add +1.7% | 504,249 | $183.8M |
| Choreo, LLC | 3.05% | Add +10.4% | 494,413 | $181.9M |
| Regions Financial Corp. | 1.38% | Add +0.6% | 497,654 | $181.4M |
| Commerce Bank | 1.09% | Reduce -1.6% | 459,812 | $167.6M |
| Captrust Financial Advisors | 0.51% | Reduce -1.1% | 437,519 | $159.5M |
| Fifth Third Bancorp | 0.61% | Reduce -5.3% | 437,049 | $159.3M |
| Creative Planning | 0.17% | Reduce -0.9% | 436,034 | $158.9M |
| Staley Capital Advisers Inc. | 7.10% | Reduce -1.8% | 423,833 | $154.5M |
| Cullen/Frost Bankers, Inc. | 2.21% | Reduce -1.9% | 419,259 | $152.8M |
| MAI Capital Management | 1.46% | Add +11.9% | 406,995 | $148.4M |
| Wealth Enhancement Advisory Services, LLC | 0.33% | Reduce -2.4% | 385,045 | $140.4M |
| Mercer Global Advisors Inc. | 0.38% | Reduce -1.2% | 499,364 | $139.2M |
| Oakworth Capital, Inc. | 9.91% | Reduce -1.9% | 372,137 | $135.6M |
| D.A. Davidson & Co. | 1.18% | Add +0.5% | 364,062 | $132.7M |
| Stairway Partners, LLC | 9.87% | Reduce -2.5% | 344,605 | $125.6M |
| Silvercrest Asset Management Group LLC | 0.86% | Reduce -0.5% | 343,682 | $125.3M |
| Two Sigma Advisers, LP | 0.28% | Reduce -19.4% | 338,300 | $123.3M |
| Bank of Montreal | 0.04% | Add +1.1% | 336,805 | $122.9M |
| Equitable Holdings, Inc. | 1.16% | Reduce -2.2% | 303,253 | $110.5M |
| Polen Capital Management LLC | 0.27% | Add +292.9% | 297,803 | $108.6M |
| Orion Porfolio Solutions, LLC | 1.13% | Reduce -6.2% | 294,532 | $107.4M |
| Orion Portfolio Solutions, LLC | 1.13% | Reduce -6.2% | 294,532 | $107.4M |
| Private Advisor Group, LLC | 0.72% | Reduce -1.3% | 293,653 | $107.0M |
| Modera Wealth Management, LLC | 1.51% | Reduce -1.1% | 281,754 | $102.7M |
| Ieq Capital, LLC | 1.33% | Add +12.2% | 270,723 | $98.7M |
| Moneta Group Investment Advisors LLC | 1.57% | Reduce -1.6% | 269,036 | $98.1M |
| Thrivent Financial for Lutherans | 0.20% | Reduce -18.4% | 268,014 | $97.7M |
| Stephens Inc. | 1.49% | Reduce -1.5% | 267,790 | $97.6M |
| Simon Quick Advisors, LLC | 6.68% | Reduce -0.9% | 259,507 | $94.6M |
| Pathstone Holdings, LLC | 0.42% | Add +63.1% | 258,017 | $94.0M |
| Natixis Advisors, LLC | 0.20% | Add +154.4% | 255,179 | $93.0M |
| Bridges Investment Management Inc. | 1.37% | Add +44.0% | 247,537 | $90.2M |
| Confluence Wealth Services, Inc. | 6.99% | Add +6.3% | 240,431 | $87.6M |
| Keybank National Association | 0.36% | Reduce -1.8% | 238,289 | $86.9M |
| Bank of Nova Scotia | 0.17% | No change | 229,000 | $83.5M |
| Cedar Mountain Advisors, LLC | 20.42% | Reduce -0.8% | 226,876 | $82.7M |
| Jones Financial Companies LLLP | 0.09% | Add +10.9% | 224,271 | $81.7M |
| NewEdge Advisors, LLC | 0.59% | Add +6.0% | 222,354 | $81.1M |
| HSBC Holdings PLC | 0.05% | Add +16.9% | 216,262 | $78.8M |
| TruWealth Advisors, LLC | 5.22% | Reduce -5.1% | 215,379 | $78.5M |
| MV Capital Management, Inc. | 8.78% | Reduce -3.8% | 214,125 | $78.1M |
| Beacon Pointe Advisors, LLC | 0.92% | Add +6.2% | 213,384 | $77.8M |
| First Business Financial Services, Inc. | 8.14% | Reduce -1.0% | 210,627 | $76.8M |
| Steward Partners Investment Advisory, LLC | 0.81% | Add +0.4% | 209,959 | $76.5M |
| Avantax Advisory Services, Inc. | 0.54% | Add +50.9% | 208,381 | $76.0M |
| Allspring Global Investments Holdings, LLC | 0.12% | Reduce -4.1% | 208,304 | $75.9M |
| Blair William & Co. | 0.23% | Add +9.1% | 202,533 | $73.8M |
| Mesirow Financial Investment Management, Inc. | 1.61% | Reduce -1.5% | 196,125 | $71.5M |
| Baker Avenue Asset Management, LP | 2.42% | Add +1.2% | 194,454 | $70.9M |
| Graypoint LLC | 4.76% | Add +2.3% | 188,753 | $68.8M |
| J.Safra Asset Management Corp | 6.94% | Add +3.5% | 188,630 | $68.8M |
| BNP Paribas Financial Markets | 0.07% | Reduce -29.9% | 186,807 | $68.1M |
| Brown Advisory Inc. | 0.09% | Add +19.5% | 186,011 | $67.8M |
| Stephens Group Asset Management, LLC | 6.09% | Reduce -1.7% | 183,162 | $66.8M |
| Pinnacle Financial Partners Inc | 1.36% | Reduce -0.2% | 177,698 | $63.6M |
| Waverly Advisors, LLC | 1.24% | Reduce -2.5% | 173,098 | $63.1M |
| Rwa Wealth Partners, LLC | 0.83% | Reduce -6.0% | 172,120 | $62.7M |
| EP Wealth Advisors, LLC | 0.66% | Add +65.3% | 171,604 | $62.6M |
| Barclays PLC | 0.03% | Reduce -9.8% | 171,100 | $62.4M |
| Kestra Advisory Services, LLC | 0.35% | Add +11.5% | 179,646 | $62.0M |
| Ascent Wealth Partners, LLC | 8.97% | Reduce -3.2% | 168,006 | $61.2M |
| Principal Financial Group Inc. | 0.04% | Add +65.7% | 167,296 | $61.0M |
| Capital Advisors, Ltd. LLC | 7.17% | Reduce -0.5% | 151,474 | $55.2M |
| Lido Advisors, LLC | 0.46% | Add +3.3% | 151,325 | $55.2M |
| CW Advisors, LLC | 0.86% | Add +0.5% | 149,021 | $54.3M |
| Covenant Partners, LLC | 16.48% | Reduce -1.0% | 148,731 | $54.2M |
| AMG National Trust Bank | 1.40% | Add +4.0% | 141,557 | $51.6M |
| Lwmg, LLC | 10.84% | Add +6.6% | 140,994 | $51.4M |
| One Capital Management, LLC | 1.70% | Add +2.5% | 136,579 | $49.8M |
| Summit Trail Advisors, LLC | 1.31% | Add +15.0% | 136,347 | $49.7M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Reduce -1.6% | 135,175 | $49.3M |
| Avidian Wealth Enterprises, LLC | 2.37% | Add +0.7% | 134,872 | $49.2M |
| Rodgers & Associates, LTD | 6.32% | Reduce -3.9% | 134,659 | $49.1M |
| Nadler Financial Group, Inc. | 5.74% | Reduce -1.0% | 133,903 | $48.8M |
| Cynosure Group, LLC | 7.81% | Add +0.2% | 133,460 | $48.6M |
| Allworth Financial LP | 0.31% | Reduce -2.7% | 134,024 | $48.5M |
| RTD Financial Advisors, Inc. | 6.52% | Reduce -2.7% | 132,912 | $48.4M |
| TD Private Client Wealth LLC | 1.52% | Add +3.7% | 132,825 | $48.4M |
| Flaharty Asset Management, LLC | 7.12% | Reduce -0.2% | 132,223 | $48.2M |
| Berkshire Money Management, Inc. | 5.71% | Reduce -1.9% | 128,924 | $47.0M |
| Alera Investment Advisors, LLC | 5.53% | Reduce -70.4% | 126,078 | $46.0M |
| Deutsche Bank AG | 0.02% | Add +0.2% | 125,920 | $45.9M |
| NorthRock Partners, LLC | 1.72% | Reduce -3.4% | 125,093 | $45.6M |
| Marquette Asset Management, LLC | 7.75% | Reduce -0.0% | 125,033 | $45.6M |
| Caisse de depot et placement du Quebec | 0.11% | New | 125,000 | $45.6M |
| Robertson Stephens Wealth Management, LLC | 2.36% | Add +0.1% | 123,919 | $45.2M |
| Paulson Wealth Management Inc. | 13.14% | Reduce -0.3% | 123,514 | $45.0M |
| Hantz Financial Services, Inc. | 0.85% | Reduce -2.4% | 120,691 | $44.0M |
| First Horizon Advisors, Inc. | 1.32% | Reduce -3.5% | 119,371 | $43.5M |
| Financial Counselors Inc. | 0.70% | Add +4.1% | 119,039 | $43.4M |
| NewEdge Wealth, LLC | 0.94% | Reduce -0.9% | 118,916 | $43.3M |
| Relyea Zuckerberg Hanson LLC | 7.07% | Add +3.3% | 115,700 | $42.2M |
| Baron Silver Stevens Financial Advisors, LLC | 8.00% | Reduce -0.6% | 114,834 | $41.9M |
| Wealthspire Advisors, LLC | 0.53% | Reduce -1.4% | 112,798 | $41.1M |
| Hirtle & Co., LLC | 2.04% | Reduce -1.0% | 111,361 | $40.6M |
| RMR Wealth Builders | 4.65% | Reduce -0.4% | 111,268 | $40.6M |
| Buckingham Strategic Wealth, LLC | 0.41% | Reduce -0.5% | 109,062 | $39.8M |
| Mission Wealth Management, LP | 1.08% | Reduce -4.0% | 108,963 | $39.7M |
| Capstone Financial Advisors, Inc. | 2.59% | Add +0.1% | 107,689 | $39.3M |
| LBJ Family Wealth Advisors, Ltd. | 24.48% | Reduce -3.5% | 106,885 | $39.0M |
| Kestra Private Wealth Services, LLC | 0.78% | Add +10.9% | 106,429 | $38.8M |
| E&G Advisors, LLC | 11.39% | Reduce -2.1% | 106,373 | $38.7M |
| Savant Capital, LLC | 0.38% | Add +0.9% | 104,827 | $38.2M |
| Badgley Phelps Wealth Managers, LLC | 0.93% | Reduce -0.3% | 103,080 | $37.6M |
| Sheridan Capital Management, LLC | 27.77% | Reduce -1.3% | 101,553 | $37.4M |
| Bokf, NA | 0.67% | Add +0.6% | 102,064 | $37.2M |
| Johnson Investment Counsel Inc. | 0.39% | Add +3.1% | 101,682 | $37.1M |
| Saiph Capital, LLC | 16.42% | Add +0.9% | 100,944 | $36.8M |
| SVB Wealth LLC | 0.91% | Reduce -42.6% | 100,546 | $36.6M |
| Allianz Asset Management GmbH | 0.06% | Reduce -29.6% | 100,150 | $36.5M |
| Bluesphere Advisors LLC | 18.59% | Add +1.9% | 100,043 | $36.5M |
| Lindbrook Capital, LLC | 3.37% | Reduce -1.3% | 98,516 | $35.9M |
| Accredited Investors Inc. | 2.22% | Reduce -1.2% | 97,462 | $35.5M |
| Portfolio Strategies, Inc. | 4.76% | Reduce -23.1% | 95,932 | $34.9M |
| Oppenheimer & Co. Inc. | 0.55% | Add +9.3% | 95,293 | $34.7M |
| Jmac Enterprises LLC | 5.96% | Add +0.9% | 93,087 | $33.9M |
| BTC Capital Management, Inc. | 3.07% | Reduce -0.2% | 90,674 | $33.1M |
| Simmons Bank | 2.49% | Reduce -0.8% | 90,424 | $33.0M |
| Capital Advisors Wealth Management, LLC | 6.47% | Add +34.9% | 89,801 | $32.7M |
| Parkside Financial Bank & Trust | 5.08% | Reduce -4.9% | 88,725 | $32.3M |
| Woodard & Co. Asset Management Group Inc. | 8.06% | Reduce -0.8% | 88,589 | $32.3M |
| Avantax Planning Partners, Inc. | 1.04% | Reduce -5.2% | 88,565 | $32.3M |
| Sanctuary Advisors, LLC | 0.23% | — | 98,322 | $32.2M |
| Brighton Jones LLC | 1.06% | Add +0.3% | 88,372 | $32.2M |
| CX Institutional | 1.50% | Reduce -6.4% | 87,964 | $32.1M |
| United Capital Financial Advisors, LLC | 0.27% | Reduce -5.3% | 87,154 | $31.8M |
| JFS Wealth Advisors, LLC | 2.50% | Reduce -0.7% | 86,967 | $31.7M |
| Old National Bancorp | 0.74% | Reduce -4.4% | 86,623 | $31.6M |
| Tsfg, LLC | 7.32% | Add +28.5% | 85,880 | $31.3M |
| Fulton Bank, N.A. | 1.26% | Reduce -2.2% | 85,399 | $31.1M |
| BTG Pactual Asset Management US LLC | 7.67% | — | 83,946 | $30.6M |
| Black Swift Group, LLC | 6.86% | Add +0.7% | 81,393 | $29.7M |
| XML Financial, LLC | 2.95% | Add +1.1% | 80,458 | $29.3M |
| Boulder Wealth Advisors, LLC | 17.00% | Add +1.7% | 79,924 | $29.1M |
| Montecito Bank & Trust | 5.85% | Reduce -8.7% | 78,841 | $28.7M |
| Ullmann Wealth Partners Group, LLC | 4.00% | Reduce -0.1% | 76,953 | $28.1M |
| Highland Capital Management, LLC | 1.65% | Add +1.3% | 76,632 | $27.9M |
| Country Club Bank | 1.94% | Reduce -1.7% | 75,930 | $27.9M |
| BW Gestao de Investimentos Ltda. | 3.66% | Reduce -5.0% | 76,180 | $27.8M |
| Integrated Investment Consultants, LLC | 7.57% | No change | 81,578 | $27.5M |
| William Blair Investment Management, LLC | 0.07% | New | 75,215 | $27.4M |
| Whitegate Investment Counselors, Inc. | 7.78% | Reduce -4.3% | 75,209 | $27.4M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +1.9% | 74,923 | $27.3M |
| Cwm, LLC | 0.13% | Reduce -16.8% | 73,458 | $26.8M |
| Life Line Wealth Management LLC | 10.11% | Add +3594.5% | 73,410 | $26.8M |
| Sanchez Wealth Management Group | 8.56% | Reduce -0.3% | 72,486 | $26.4M |
| Corundum Group, Inc. | 10.27% | Reduce -8.6% | 72,150 | $26.3M |
| Global Retirement Partners, LLC | 0.82% | Add +23.8% | 72,133 | $26.3M |
| Ellenbecker Investment Group | 5.24% | Add +4.9% | 71,338 | $26.0M |
| Edge Capital Group, LLC | 1.23% | Add +9.1% | 69,985 | $25.5M |
| Jasper Ridge Partners, L.P. | 0.82% | No change | 69,729 | $25.4M |
| Legacy Edge Advisors, LLC | 4.68% | Add +0.3% | 69,686 | $25.4M |
| PFW Advisors LLC | 8.08% | Reduce -8.1% | 69,671 | $25.4M |
| Capital Planning Advisors, LLC | 4.23% | Add +5.4% | 67,888 | $24.7M |
| Wellspring Financial Advisors, LLC | 2.74% | Reduce -0.3% | 66,895 | $24.4M |
| Sowell Financial Services LLC | 1.15% | Reduce -3.1% | 66,027 | $24.1M |
| Raymond James Trust N.A. | 0.56% | Reduce -0.5% | 65,490 | $23.9M |
| Carolinas Wealth Consulting LLC | 4.57% | Reduce -8.0% | 64,915 | $23.7M |
| First Citizens Bank & Trust Co. | 0.44% | Add +0.2% | 64,134 | $23.4M |
| MetLife Investment Management, LLC | 0.14% | Reduce -39.1% | 64,100 | $23.4M |
| Atria Wealth Solutions, Inc. | 0.26% | Add +2.3% | 63,784 | $23.2M |
| Condor Capital Management | 2.17% | Add +4.1% | 62,123 | $22.6M |
| Strategic Point Investment Advisors, LLC | 4.05% | Reduce -0.3% | 62,100 | $22.6M |
| SlateStone Wealth, LLC | 2.44% | Add +2.4% | 61,710 | $22.5M |
| Haverford Trust Co | 0.23% | Reduce -1.0% | 61,192 | $22.3M |
| Fifth Third Securities, Inc. | 2.06% | Reduce -4.1% | 61,094 | $22.3M |
| Ashton Thomas Private Wealth, LLC | 1.19% | Reduce -0.0% | 59,128 | $21.6M |
| DT Investment Partners, LLC | 1.91% | No change | 59,112 | $21.5M |
| Smith, Moore & Co. | 2.21% | Add +6.5% | 58,833 | $21.4M |
| HB Wealth Management, LLC | 0.25% | Reduce -2.8% | 58,675 | $21.4M |
| First Foundation Advisors | 0.81% | Add +18.9% | 58,452 | $21.3M |
| Proathlete Wealth Management LLC | 10.07% | Add +6.6% | 58,373 | $21.3M |
| Evercore Wealth Management, LLC | 0.33% | Reduce -1.0% | 57,999 | $21.1M |
| Ameritas Advisory Services, LLC | 0.79% | Add +5.5% | 57,243 | $20.9M |
| Freestone Capital Holdings, LLC | 0.75% | Reduce -5.6% | 56,958 | $20.8M |
| Ballentine Partners, LLC | 0.38% | Reduce -3.1% | 56,941 | $20.8M |
| Susquehanna International Group, LLP | 0.04% | New | 56,182 | $20.5M |
| Blodgett Wealth Advisors, LLC | 17.28% | Add +0.2% | 55,869 | $20.4M |
| Summit Wealth Partners, LLC | 4.20% | Reduce -6.2% | 55,567 | $20.3M |
| Visionary Wealth Advisors | 1.32% | Reduce -0.5% | 55,540 | $20.2M |
| McKinley Carter Wealth Services, Inc. | 1.28% | Reduce -0.9% | 55,118 | $20.1M |
| GHP Investment Advisors, Inc. | 0.99% | Reduce -0.6% | 54,636 | $19.9M |
| VAUGHAN & Co SECURITIES, INC. | 12.38% | Reduce -3.4% | 53,851 | $19.6M |
| Gainplan LLC | 9.43% | New | 53,555 | $19.5M |
| Mather Group, Llc. | 0.24% | Add +6.7% | 57,686 | $19.4M |
| Prospera Financial Services Inc | 0.54% | Add +67.9% | 52,885 | $19.3M |
| SMI Advisory Services, LLC | 4.72% | Reduce -8.2% | 50,414 | $19.1M |
| Roble, Belko & Company, Inc | 3.19% | Reduce -1.2% | 52,246 | $19.0M |
| Montag A & Associates Inc. | 0.96% | Add +13.9% | 52,078 | $19.0M |
| Callan Family Office, LLC | 3.62% | Reduce -20.2% | 51,761 | $18.9M |
| Spire Wealth Management | 0.66% | Reduce -1.5% | 51,651 | $18.8M |
| Sunburst Financial Group, LLC | 5.09% | Reduce -2.8% | 51,475 | $18.8M |
| Fermata Advisors, LLC | 4.28% | Add +0.2% | 51,093 | $18.6M |
| STAR Financial Bank | 14.19% | Reduce -2.8% | 50,543 | $18.4M |
| Winthrop Advisory Group LLC | 2.49% | Add +2.6% | 50,320 | $18.3M |
| Neuberger Berman Group LLC | 0.01% | Add +139.3% | 49,634 | $18.1M |
| UMB Bank, n.a. | 0.29% | Reduce -3.1% | 49,295 | $18.0M |
| Tradition Wealth Management, LLC | 1.73% | Reduce -1.0% | 49,214 | $17.9M |
| Bradley Foster & Sargent Inc. | 0.32% | Add +3.4% | 48,951 | $17.8M |
| Retirement Income Solutions, Inc. | 4.30% | Reduce -12.9% | 48,794 | $17.8M |
| Park Avenue Securities LLC | 0.22% | Add +1.5% | 48,712 | $17.8M |
| Dorsey & Whitney Trust CO LLC | 1.23% | Reduce -0.7% | 48,645 | $17.7M |
| Fidelis Capital Partners, LLC | 2.48% | Reduce -0.3% | 52,307 | $17.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -4.0% | 47,400 | $17.3M |
| Platte River Wealth Advisors, LLC | 4.79% | Add +1.3% | 46,866 | $17.1M |
| Curtis Advisory Group, LLC | 6.02% | Reduce -1.0% | 46,858 | $17.1M |
| Westshore Wealth, LLC | 7.09% | Add +1.7% | 46,744 | $17.0M |
| Etfidea, LLC | 5.75% | Add +1.2% | 46,635 | $17.0M |
| Keel Point, LLC | 1.53% | Reduce -8.1% | 47,837 | $17.0M |
| Claro Advisors Inc. | 2.65% | Add +154.9% | 46,514 | $17.0M |
| Consolidated Portfolio Review Corp | 3.87% | Add +23.6% | 45,535 | $16.6M |
| Occidental Asset Management, LLC | 2.91% | Reduce -16.6% | 45,454 | $16.6M |
| FDx Advisors, Inc. | 4.57% | Reduce -6.0% | 45,384 | $16.5M |
| O'Brien Wealth Partners LLC | 3.71% | Reduce -0.4% | 45,274 | $16.5M |
| RFG Advisory, LLC | 0.53% | Add +3.9% | 44,260 | $16.1M |
| HRT Financial LP | 0.09% | New | 43,500 | $15.9M |
| Great Valley Advisor Group, Inc. | 0.44% | Add +3.6% | 43,457 | $15.8M |
| Sonata Capital Group Inc. | 8.11% | Add +4.9% | 43,340 | $15.8M |
| Schneider Downs Wealth Management Advisors, LP | 3.51% | Add +3.6% | 43,265 | $15.8M |
| Win Advisors, Inc. | 6.93% | New | 42,595 | $15.5M |
| Stillwater Capital Advisors, LLC | 2.17% | Reduce -1.5% | 42,592 | $15.5M |
| Cooksen Wealth, LLC | 15.65% | Add +0.1% | 42,552 | $15.5M |
| Loomis Sayles & Co. L P | 0.02% | Add +33.4% | 42,402 | $15.5M |
| Nvest Financial, LLC | 9.49% | Add +4.0% | 42,347 | $15.4M |
| Compass Financial Group, Inc. | 7.63% | Reduce -0.7% | 40,576 | $15.3M |
| Advisor OS, LLC | 1.67% | Add +1.1% | 41,737 | $15.2M |
| Crescent Grove Advisors, LLC | 1.66% | Reduce -7.0% | 41,459 | $15.1M |
| HBK Sorce Advisory LLC | 0.51% | Reduce -5.0% | 40,005 | $14.6M |
| Choate Investment Advisors | 0.38% | Add +0.7% | 39,959 | $14.6M |
| Mill Creek Capital Advisors, LLC | 0.37% | Reduce -44.5% | 39,924 | $14.6M |
| Dakota Wealth Management | 0.34% | Reduce -1.9% | 39,612 | $14.4M |
| Jane Street Group, LLC | 0.02% | Add +1150.8% | 39,539 | $14.4M |
| Vantagepoint Investment Advisers LLC | 1.97% | No change | 39,315 | $14.3M |
| Simplicity Wealth,LLC | 0.32% | Reduce -15.9% | 39,076 | $14.2M |
| MJP Associates Inc. | 2.94% | Add +0.4% | 38,765 | $14.1M |
| Nottingham Advisors, Inc. | 1.67% | Reduce -5.8% | 38,727 | $14.1M |
| National Bank of Canada | 0.02% | Add +0.1% | 37,961 | $13.9M |
| Whittier Trust Co. | 0.20% | Reduce -2.0% | 38,001 | $13.9M |
| Atria Investments, Inc | 0.18% | Add +49.3% | 37,443 | $13.6M |
| Investment Partners, LTD. | 6.10% | Reduce -1.6% | 37,277 | $13.6M |
| Rhumbline Advisers | 0.01% | Add +3.0% | 37,276 | $13.6M |
| Cordatus Wealth Management LLC | 5.08% | New | 37,142 | $13.5M |
| Fifth Third Wealth Advisors LLC | 1.02% | Add +46.6% | 36,985 | $13.5M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 36,939 | $13.5M |
| Cary Street Partners Investment Advisory LLC | 0.54% | Add +2.9% | 36,786 | $13.4M |
| Clear Harbor Asset Management, LLC | 1.17% | Add +1.1% | 36,737 | $13.4M |
| Sei Investments Co. | 0.02% | Add +6.8% | 36,421 | $13.3M |
| Newport Capital Group, LLC | 10.49% | — | 36,351 | $13.3M |
| Intrepid Financial Planning Group LLC | 5.68% | Reduce -0.4% | 36,329 | $13.2M |
| GeoWealth Management, LLC | 0.58% | Add +425.8% | 36,288 | $13.2M |
| Amundi | 0.01% | Add +208.7% | 36,211 | $13.2M |
| Stratos Wealth Partners, LTD. | 0.21% | Reduce -3.3% | 36,172 | $13.2M |
| FMA Wealth Management, LLC | 10.56% | Reduce -0.7% | 35,832 | $13.1M |
| Schroder Investment Management Group | 0.01% | No change | 35,550 | $13.0M |
| Brand Asset Management Group, Inc. | 5.43% | Reduce -2.4% | 35,280 | $12.9M |
| Altus Wealth Group LLC | 6.42% | Reduce -20.1% | 35,184 | $12.8M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -43.8% | 35,133 | $12.8M |
| Curi Capital, LLC | 0.31% | Reduce -8.9% | 35,041 | $12.8M |
| Accretive Wealth Partners, LLC | 5.32% | Add +0.1% | 34,899 | $12.7M |
| West Bancorporation Inc. | 9.29% | Reduce -1.3% | 34,455 | $12.6M |
| Citadel Advisors | 0.01% | Add +220.3% | 34,142 | $12.4M |
| Brickley Wealth Management | 2.71% | Reduce -13.0% | 33,944 | $12.4M |
| Procyon Advisors, LLC | 0.91% | Add +15.5% | 33,737 | $12.3M |
| Clayton Financial Group LLC | 5.27% | Add +1.6% | 36,159 | $12.2M |
| Prime Capital Investment Advisors, LLC | 0.18% | Reduce -3.7% | 33,157 | $12.1M |
| One Wealth Advisors, LLC | 2.57% | Reduce -4.8% | 34,709 | $12.0M |
| Franklin Resources Inc. | 0.00% | Reduce -0.4% | 32,807 | $12.0M |
| Regent Peak Wealth Advisors LLC | 2.72% | Reduce -0.1% | 32,636 | $11.9M |
| Partnership Wealth Management, LLC | 8.72% | Add +114.7% | 32,414 | $11.8M |
| Breakwater Capital Group | 2.68% | Add +6.2% | 32,355 | $11.8M |
| Denver Wealth Management, Inc. | 5.90% | Reduce -0.7% | 32,305 | $11.8M |
| Valeo Financial Advisors, LLC | 0.37% | Add +0.4% | 32,193 | $11.7M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +0.0% | 32,137 | $11.7M |
| JMG Financial Group, Ltd. | 0.44% | Reduce -4.6% | 31,999 | $11.7M |
| Summit Financial, LLC | 0.53% | Add +78.4% | 31,727 | $11.6M |
| Millennium Management | 0.01% | Add +100.1% | 31,681 | $11.5M |
| IHT Wealth Management, LLC | 0.43% | Add +8.9% | 31,664 | $11.5M |
| Sanders Morris Harris LLC | 1.89% | New | 31,487 | $11.5M |
| Jennison Associates LLC | 0.01% | Reduce -3.2% | 31,337 | $11.4M |
| Pointe Capital Management LLC | 7.07% | Reduce -2.1% | 31,267 | $11.4M |
| Prudential PLC | 0.08% | No change | 31,213 | $11.4M |
| Certuity, LLC | 0.91% | Reduce -5.4% | 31,168 | $11.4M |
| Narwhal Capital Management | 1.07% | Add +0.3% | 31,103 | $11.3M |
| GM Advisory Group, LLC | 0.72% | Reduce -2.6% | 30,731 | $11.2M |
| IMS Capital Management | 5.22% | Add +4.3% | 30,452 | $11.2M |
| Citizens Financial Group Inc. | 0.25% | Add +247.5% | 30,608 | $11.2M |
| Wilmington Savings Fund Society, FSB | 0.43% | Reduce -5.2% | 30,394 | $11.1M |
| Connecticut Wealth Management, LLC | 0.56% | Add +0.7% | 29,568 | $10.8M |
| Topel & Distasi Wealth Management, LLC | 4.73% | Reduce -2.4% | 29,562 | $10.8M |
| Sage Financial Group Inc. | 0.92% | Reduce -5.5% | 29,239 | $10.7M |
| Flputnam Investment Management Co. | 0.20% | Add +2.7% | 28,905 | $10.5M |
| Copperwynd Financial, LLC | 3.40% | Add +9.5% | 29,057 | $10.4M |
| Halpern Financial, Inc. | 2.85% | Reduce -0.2% | 28,489 | $10.4M |
| BCGM Wealth Management, LLC | 3.59% | Add +56.8% | 28,417 | $10.4M |
| Highland Financial Advisors, LLC | 3.85% | Reduce -1.3% | 28,383 | $10.3M |
| Quantinno Capital Management LP | 0.19% | Add +167.1% | 28,254 | $10.3M |
| O'shaughnessy Asset Management, LLC | 0.11% | Reduce -3.8% | 28,146 | $10.3M |
| Hardy Reed LLC | 1.02% | Reduce -0.3% | 27,849 | $10.2M |
| Bessemer Group Inc. | 0.02% | Add +0.4% | 27,814 | $10.1M |
| FLC Capital Advisors | 2.49% | Reduce -0.3% | 27,765 | $10.1M |
| Next Capital Management LLC | 4.27% | Add +78.0% | 30,177 | $10.1M |
| Integrated Wealth Concepts LLC | 0.14% | Add +7.1% | 27,761 | $10.1M |
| Oldfather Financial Services, LLC | 4.15% | Reduce -0.9% | 27,754 | $10.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.22% | Reduce -2.4% | 27,679 | $10.1M |
| Twin Focus Capital Partners, LLC | 1.61% | No change | 27,648 | $10.1M |
| American Institute for Advanced Investment Management, LLP | 7.70% | Add +0.5% | 27,609 | $10.1M |
| White Lighthouse Investment Management Inc. | 1.94% | Reduce -4.2% | 27,596 | $10.1M |
| Affiance Financial, LLC | 2.61% | Add +4.4% | 27,482 | $10.0M |
| Tobias Financial Advisors, Inc. | 2.14% | Reduce -3.2% | 27,272 | $9.9M |
| Atticus Wealth Management, LLC | 3.24% | Add +10.4% | 27,190 | $9.9M |
| Meritage Portfolio Management | 0.63% | Reduce -1.4% | 27,164 | $9.9M |
| Busey Bank | 0.33% | Reduce -4.7% | 26,825 | $9.8M |
| Truepoint, Inc. | 0.28% | Reduce -4.2% | 26,503 | $9.7M |
| Sapient Capital LLC | 0.20% | Add +0.6% | 26,471 | $9.6M |
| Paragon Financial Partners, Inc. | 7.48% | Reduce -1.4% | 26,353 | $9.6M |
| Pacific Sage Partners, LLC | 2.37% | Add +12.3% | 26,263 | $9.6M |
| Ballast, Inc. | 2.94% | Add +2.4% | 26,241 | $9.6M |
| Nikulski Financial, Inc. | 3.00% | Add +0.7% | 25,836 | $9.4M |
| Bryn Mawr Trust Advisors, LLC | 0.52% | Reduce -1.5% | 25,639 | $9.3M |
| Arbor Investment Advisors, LLC | 1.35% | Reduce -2.8% | 25,353 | $9.2M |
| Allen Investment Management, LLC | 0.11% | No change | 25,154 | $9.2M |
| Eukles Asset Management | 3.96% | Add +0.4% | 25,130 | $9.2M |
| Xponance LLC | 0.09% | Add +155.8% | 25,056 | $9.1M |
| Diversified Trust Co. | 0.26% | Add +5.3% | 24,955 | $9.1M |
| Gilliland Jeter Wealth Management LLC | 3.06% | Reduce -0.4% | 24,937 | $9.1M |
| Venture Visionary Partners LLC | 0.42% | Reduce -0.5% | 24,875 | $9.1M |
| Walled Lake Planning & Wealth Management, LLC | 3.70% | Reduce -0.7% | 24,838 | $9.1M |
| Pettinga Financial Advisors LLC | 2.26% | Reduce -2.8% | 24,745 | $9.0M |
| Oppenheimer Asset Management Inc. | 0.12% | Add +33.4% | 24,715 | $9.0M |
| Paladin Advisory Group, LLC | 7.01% | Reduce -0.3% | 24,448 | $9.0M |
| Pitcairn Co. | 0.55% | Add +1.2% | 24,592 | $9.0M |
| US Financial Advisors, LLC | 2.98% | Reduce -13.5% | 24,388 | $8.9M |
| ARK & TLK Investments, LLC | 3.30% | Reduce -0.0% | 24,217 | $8.8M |
| Conning Inc. | 0.33% | No change | 24,087 | $8.8M |
| Coldstream Capital Management Inc. | 0.21% | Reduce -2.5% | 24,008 | $8.8M |
| Congress Asset Management Co. | 0.06% | Add +568.8% | 23,821 | $8.7M |
| Epiq Partners, LLC | 5.84% | Add +2.7% | 23,657 | $8.6M |
| Patten Group, Inc. | 2.01% | Add +3.6% | 23,359 | $8.5M |
| Holistic Financial Partners | 4.27% | Reduce -0.4% | 23,354 | $8.5M |
| Old Mission Capital LLC | 0.22% | New | 23,348 | $8.5M |
| Unionview, LLC | 6.94% | Reduce -1.4% | 23,318 | $8.5M |
| Cresta Advisors, Ltd. | 5.03% | Add +0.7% | 23,256 | $8.5M |
| Axxcess Wealth Management, LLC | 0.23% | Add +1.1% | 23,148 | $8.4M |
| Marshall Wace, LLP | 0.01% | Reduce -72.5% | 23,100 | $8.4M |
| SOA Wealth Advisors, LLC. | 1.69% | Reduce -1.7% | 23,096 | $8.4M |
| Central Valley Advisors, LLC | 3.59% | Reduce -6.4% | 24,818 | $8.4M |
| Snowden Capital Advisors LLC | 0.25% | Reduce -1.1% | 23,008 | $8.4M |
| Quent Capital, LLC | 0.92% | Reduce -1.4% | 22,993 | $8.4M |
| Blue Trust, Inc. | 0.11% | Add +154.5% | 24,862 | $8.4M |
| Community Bank, N.A. | 1.10% | Reduce -4.5% | 22,968 | $8.4M |
| Grove Bank & Trust | 1.34% | Add +7.0% | 22,870 | $8.3M |
| Ancora Advisors LLC | 0.21% | Add +0.2% | 22,744 | $8.3M |
| Brown Brothers Harriman & Co. | 0.06% | Reduce -5.2% | 22,701 | $8.3M |
| Linscomb Wealth, Inc. | 0.43% | Reduce -1.0% | 22,667 | $8.3M |
| AlTi Global, Inc. | 0.22% | Add +0.1% | 22,511 | $8.2M |
| Global Strategic Investment Solutions, LLC | 0.99% | Reduce -0.0% | 22,396 | $8.2M |
| Parallel Advisors, LLC | 0.21% | Add +16.2% | 22,319 | $8.1M |
| NTV Asset Management LLC | 1.16% | Reduce -1.1% | 22,239 | $8.1M |
| Ami Asset Management Corp. | 0.44% | Add +118.8% | 22,212 | $8.1M |
| Oarsman Capital, Inc. | 1.78% | Add +1.3% | 22,201 | $8.1M |
| Objectivity Squared, LLC | 6.18% | Add +20.4% | 21,434 | $8.1M |
| City Holding Co. | 1.18% | Reduce -2.6% | 21,894 | $8.0M |
| Argent Trust Co | 0.35% | Reduce -22.4% | 21,825 | $8.0M |
| Gladstone Institutional Advisory LLC | 0.41% | Add +4.8% | 21,768 | $7.9M |
| BluePointe Capital Management, LLC | 5.30% | Add +8.0% | 21,669 | $7.9M |
| 1900 Wealth Management LLC | 0.74% | Add +8.5% | 21,625 | $7.9M |
| American State Bank (Iowa) | 5.03% | Reduce -8.6% | 21,567 | $7.9M |
| Western Wealth Management, LLC | 0.58% | Add +8.6% | 21,471 | $7.8M |
| Ruggaard & Associates LLC | 3.61% | Reduce -0.4% | 21,419 | $7.8M |
| Rothschild Investment LLC | 0.54% | Reduce -6.4% | 21,306 | $7.8M |
| Stock Yards Bank & Trust Co. | 0.26% | Add +4.2% | 21,285 | $7.8M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Add +15.0% | 21,198 | $7.7M |
| Aaron Wealth Advisors LLC | 1.06% | Reduce -0.3% | 21,046 | $7.7M |
| Total Clarity Wealth Management, Inc. | 2.65% | Reduce -6.0% | 20,981 | $7.6M |
| Market Street Wealth Management Advisors LLC | 1.31% | Reduce -0.2% | 20,913 | $7.6M |
| CENTRAL TRUST Co | 0.19% | Reduce -1.1% | 20,891 | $7.6M |
| Gratus Capital, LLC | 0.31% | Reduce -0.3% | 20,772 | $7.6M |
| Rebalance, LLC | 0.61% | Add +14.3% | 20,719 | $7.6M |
| Chicago Wealth Management, Inc. | 4.34% | Add +6.7% | 20,693 | $7.5M |
| J.W. Cole Advisors, Inc. | 0.35% | Reduce -0.0% | 20,672 | $7.5M |
| St. Louis Trust Co | 1.15% | No change | 20,670 | $7.5M |
| Kraft, Davis & Associates, LLC | 2.27% | Add +2.4% | 21,175 | $7.5M |
| Counterweight Ventures, LLC | 5.60% | Add +1.5% | 20,365 | $7.4M |
| Landaas & Co. /Wi | 2.26% | Add +2.6% | 20,354 | $7.4M |
| Heck Capital Advisors, LLC | 0.91% | Reduce -22.4% | 20,180 | $7.4M |
| Bleakley Financial Group, LLC | 0.21% | Reduce -28.6% | 20,153 | $7.3M |
| Mutual Advisors, LLC | 0.22% | Add +8.1% | 20,716 | $7.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +11.9% | 19,922 | $7.3M |
| Winslow Capital Management, LLC | 0.03% | Add +106.1% | 19,969 | $7.3M |
| Northstar Group, Inc. | 1.44% | Reduce -0.4% | 19,963 | $7.3M |
| Provenance Wealth Advisors, LLC | 1.00% | Reduce -2.2% | 19,625 | $7.2M |
| Berkshire Asset Management LLC | 0.36% | Reduce -12.9% | 19,607 | $7.1M |
| Wetzel Investment Advisors, Inc. | 4.10% | Add +0.4% | 21,173 | $7.1M |
| Arete Wealth Advisors, LLC | 0.58% | Reduce -3.7% | 19,393 | $7.1M |
| CFM Wealth Partners LLC | 1.30% | Add +2.2% | 19,451 | $7.1M |
| Saxon Interests, Inc. | 3.36% | Reduce -11.5% | 19,355 | $7.1M |
| Cornerstone Advisory, LLC | 0.99% | Reduce -0.3% | 19,216 | $7.0M |
| Indiana Trust & Investment Management Co | 2.57% | Add +11.9% | 19,173 | $7.0M |
| Breed's Hill Capital LLC | 6.18% | No change | 19,151 | $7.0M |
| Apollon Wealth Management, LLC | 0.21% | Add +0.0% | 19,127 | $7.0M |
| Willis Johnson & Associates, Inc. | 0.57% | Reduce -1.1% | 19,114 | $7.0M |
| Dixon Fnancial Services, Inc. | 3.90% | No change | 19,070 | $7.0M |
| Garde Capital, Inc. | 0.48% | Reduce -1.6% | 19,053 | $6.9M |
| Next Level Private LLC | 3.17% | Reduce -0.7% | 19,015 | $6.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -33.2% | 19,012 | $6.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.17% | Reduce -0.6% | 19,003 | $6.9M |
| Sound View Wealth Advisors Group, LLC | 0.71% | Reduce -8.1% | 18,924 | $6.9M |
| Harbour Capital Advisors, LLC | 1.63% | Reduce -0.9% | 18,712 | $6.9M |
| First Western Trust Bank | 0.33% | Reduce -1.6% | 18,823 | $6.9M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +0.6% | 18,750 | $6.8M |
| Stage Harbor Financial, LLC | 6.59% | Reduce -0.1% | 18,701 | $6.8M |
| Kingsview Wealth Management, LLC | 0.16% | Add +5.0% | 18,682 | $6.8M |
| Colorado Capital Management, Inc. | 3.78% | Reduce -3.2% | 18,578 | $6.8M |
| Lowe Brockenbrough & Co. Inc. | 0.45% | Reduce -6.1% | 18,476 | $6.7M |
| Alesco Advisors, LLC, An ESL Co | 0.22% | Reduce -0.7% | 18,453 | $6.7M |
| Forum Financial Management, LP | 0.12% | Add +1.1% | 18,266 | $6.7M |
| Summit Investment Advisory Services, LLC | 7.82% | Add +1990.6% | 18,251 | $6.7M |
| TFO Wealth Partners, LLC | 1.29% | Reduce -4.1% | 18,140 | $6.6M |
| Smith & Howard Wealth Management, LLC | 1.95% | Reduce -7.5% | 17,964 | $6.5M |
| Headlands Technologies LLC | 0.69% | Add +5303.0% | 17,830 | $6.5M |
| Apexium Financial, LP | 0.46% | Add +2.2% | 17,826 | $6.5M |
| Tolleson Wealth Management, Inc. | 1.28% | Reduce -2.6% | 17,739 | $6.5M |
| CJM Wealth Advisers, Ltd. | 2.37% | Reduce -0.7% | 17,511 | $6.4M |
| Advisory Resource Group | 1.44% | Add +10.1% | 17,497 | $6.4M |
| OMNI 360 Wealth, Inc. | 4.82% | Add +0.8% | 17,433 | $6.4M |
| DHJJ Financial Advisors, Ltd. | 2.68% | Add +0.1% | 17,429 | $6.4M |
| Goelzer Investment Management, Inc. | 0.35% | Reduce -13.9% | 17,375 | $6.3M |
| Mycio Wealth Partners, LLC | 1.61% | Reduce -4.1% | 17,340 | $6.3M |
| Matrix Asset Advisors Inc. | 0.75% | Add +3.4% | 17,322 | $6.3M |
| Dynamic Advisor Solutions LLC | 0.20% | Reduce -0.9% | 17,275 | $6.3M |
| FineMark National Bank & Trust | 0.23% | Add +0.0% | 17,272 | $6.3M |
| Financial Advisors, LLC | 1.28% | Add +0.0% | 17,162 | $6.3M |
| Three Bridge Wealth Advisors, LLC | 2.47% | Add +0.1% | 17,123 | $6.2M |
| Nicolet Bankshares Inc. | 1.31% | Reduce -13.9% | 17,095 | $6.2M |
| Perigon Wealth Management, LLC | 0.18% | Add +0.1% | 17,086 | $6.2M |
| Pinnacle Associates Ltd. | 0.10% | No change | 17,061 | $6.2M |
| Dimension Capital Management LLC | 1.26% | Add +2.1% | 17,032 | $6.2M |
| Tanglewood Legacy Advisors, LLC | 2.92% | Add +4.6% | 16,929 | $6.2M |
| Stratos Wealth Advisors, LLC | 0.30% | Add +5.5% | 16,799 | $6.1M |
| EverSource Wealth Advisors, LLC | 0.41% | Add +50.0% | 17,033 | $6.1M |
| IFG Advisory, LLC | 0.39% | Add +1.6% | 16,735 | $6.1M |
| Opes Wealth Management LLC | 1.27% | Add +0.3% | 16,726 | $6.1M |
| Boston Financial Mangement LLC | 0.19% | Reduce -4.2% | 16,505 | $6.0M |
| Mathes Company, Inc. | 2.18% | No change | 16,350 | $6.0M |
| Beam Wealth Advisors, Inc. | 1.97% | Reduce -14.7% | 16,235 | $5.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +42.2% | 16,136 | $5.9M |
| New England Private Wealth Advisors LLC | 1.02% | Add +0.6% | 15,989 | $5.8M |
| Zuckerman Investment Group, LLC | 0.66% | Add +17.3% | 15,695 | $5.7M |
| True North Advisors, LLC | 1.52% | No change | 15,610 | $5.7M |
| Avity Investment Management Inc. | 0.46% | Reduce -1.1% | 15,566 | $5.7M |
| Canal Capital Management, LLC | 0.96% | Reduce -0.3% | 15,371 | $5.6M |
| Flagstar Securities, Inc. | 1.53% | Add +3.2% | 15,334 | $5.6M |
| Azimuth Capital Investment Management LLC | 0.23% | Add +1808.0% | 15,302 | $5.6M |
| Olympus Wealth Management, LLC | 1.74% | Add +47.7% | 15,287 | $5.6M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +36.4% | 15,176 | $5.5M |
| Apriem Advisors | 0.68% | Add +51.4% | 15,139 | $5.5M |
| Arkadios Wealth Advisors | 0.37% | Add +4.1% | 15,021 | $5.5M |
| Brookstone Capital Management | 0.09% | Reduce -10.1% | 14,832 | $5.4M |
| Advisory Services Network, LLC | 0.11% | Add +0.1% | 14,892 | $5.4M |
| Ellis Investment Partners, LLC | 1.15% | Reduce -1.6% | 14,880 | $5.4M |
| Legal & General Group Plc | 0.00% | Add +9.5% | 14,762 | $5.4M |
| Osborne Partners Capital Management, LLC | 0.32% | Reduce -2.2% | 14,605 | $5.3M |
| Lowery Thomas, LLC | 3.87% | Reduce -1.9% | 14,563 | $5.3M |
| Cornerstone Wealth Advisors, Inc. | 1.59% | Reduce -12.6% | 14,546 | $5.3M |
| Cornerstone Advisors Asset Management, LLC | 1.48% | Reduce -0.1% | 14,379 | $5.2M |
| JSF Financial, LLC | 1.60% | Reduce -2.5% | 14,301 | $5.2M |
| Monetary Management Group Inc. | 1.37% | Add +2.7% | 14,261 | $5.2M |
| Cambridge Associates LLC /Ma/ | 0.24% | New | 14,247 | $5.2M |
| Two Sigma Securities, LLC | 0.25% | Add +916.6% | 14,233 | $5.2M |
| TPG Financial Advisors, LLC | 2.45% | — | 14,219 | $5.2M |
| Farther Finance Advisors, LLC | 0.25% | Add +3.2% | 14,050 | $5.2M |
| Wealthcare Advisory Partners LLC | 0.16% | Add +22.7% | 14,158 | $5.2M |
| Americana Partners, LLC | 0.41% | Add +18.7% | 14,156 | $5.2M |
| Cornerstone Planning Group LLC | 1.47% | Reduce -0.1% | 15,469 | $5.1M |
| Rehmann Capital Advisory Group | 0.37% | Reduce -2.0% | 14,071 | $5.1M |
| AE Wealth Management LLC | 0.05% | Add +32.1% | 13,877 | $5.1M |
| Pegasus Partners Ltd. | 0.51% | Reduce -3.0% | 13,861 | $5.1M |
| Great Lakes Advisors, LLC | 0.04% | Add +11.7% | 13,726 | $5.0M |
| Strategic Family Wealth Counselors, L.L.C. | 1.89% | Add +0.7% | 13,638 | $5.0M |
| PAX Financial Group, LLC | 0.97% | Reduce -8.5% | 13,636 | $5.0M |
| Quantum Portfolio Management LLC | 2.80% | Reduce -24.8% | 13,399 | $4.9M |
| Lanark Financial, Inc. | 0.44% | Reduce -0.3% | 13,390 | $4.9M |
| CPC Advisors, LLC | 0.80% | Add +0.3% | 13,386 | $4.9M |
| Amplius Wealth Advisors, LLC | 0.54% | Reduce -0.2% | 13,319 | $4.9M |
| McAdam, LLC | 0.29% | Add +1.2% | 13,294 | $4.8M |
| Alta Wealth Advisors LLC | 2.40% | Add +0.1% | 13,212 | $4.8M |
| Associated Banc-Corp | 0.15% | Add +13.8% | 13,192 | $4.8M |
| Verum Partners LLC | 1.55% | Reduce -2.8% | 13,146 | $4.8M |
| Composition Wealth, LLC | 0.12% | Reduce -2.3% | 13,105 | $4.8M |
| Harbor Investment Advisory, LLC | 0.50% | Add +0.1% | 13,060 | $4.8M |
| Townsquare Capital LLC | 0.06% | Add +44.3% | 13,019 | $4.7M |
| Widmann Financial Services, Inc. | 3.86% | Reduce -3.9% | 13,010 | $4.7M |
| MidAtlantic Capital Management, Inc. | 3.97% | Add +0.3% | 12,998 | $4.7M |
| 1834 Investment Advisors Co. | 0.57% | Reduce -4.0% | 12,959 | $4.7M |
| Legacy Trust | 1.17% | No change | 12,871 | $4.7M |
| Verdence Capital Advisors LLC | 0.42% | Reduce -1.9% | 12,831 | $4.7M |
| NovaPoint Capital, LLC | 1.57% | Add +0.7% | 12,694 | $4.6M |
| Bison Wealth, LLC | 0.75% | No change | 13,689 | $4.6M |
| Cassaday & Co Wealth Management LLC | 0.14% | Add +1.4% | 12,546 | $4.6M |
| Essex Financial Services, Inc. | 0.34% | Add +3.3% | 13,273 | $4.5M |
| Affinity Capital Advisors, LLC | 0.95% | No change | 12,443 | $4.5M |
| Talisman Wealth Advisors LLC | 5.23% | Add +4.8% | 12,414 | $4.5M |
| Prosperity Consulting Group, LLC | 0.61% | Reduce -0.9% | 12,387 | $4.5M |
| Redhawk Wealth Advisors, Inc. | 0.69% | Reduce -7.0% | 12,353 | $4.5M |
| Eagle Strategies LLC | 0.86% | Add +236.5% | 12,345 | $4.5M |
| Hall Kathryn A. | 1.04% | No change | 12,330 | $4.5M |
| Valley Forge Investment Consultants Inc. Adv | 1.70% | Reduce -0.0% | 12,310 | $4.5M |
| Bollard Group LLC | 0.13% | Add +0.1% | 12,274 | $4.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.21% | Reduce -11.4% | 12,261 | $4.5M |
| Foster Dykema Cabot & Partners, LLC | 0.40% | Reduce -0.2% | 12,245 | $4.5M |
| MTM Investment Management, LLC | 1.82% | Add +0.3% | 12,198 | $4.4M |
| AdvisorNet Financial, Inc | 0.40% | Reduce -1.4% | 12,114 | $4.4M |
| Eldridge Investment Advisors, Inc. | 1.11% | Reduce -4.3% | 12,083 | $4.4M |
| Icon Wealth Advisors, LLC | 0.39% | Reduce -1.0% | 12,243 | $4.4M |
| Marshall Financial Group Inc. | 1.42% | Reduce -2.1% | 12,027 | $4.4M |
| W Advisors, LLC | 2.87% | No change | 12,010 | $4.4M |
| Able Wealth Management LLC | 3.60% | Add +12.3% | 12,005 | $4.4M |
| Disciplined Investments, LLC | 2.33% | Reduce -1.5% | 12,004 | $4.4M |
| Legacy Advisors, LLC | 0.53% | Add +4.3% | 11,989 | $4.4M |
| Fiduciary Trust Co | 0.07% | Reduce -3.3% | 11,982 | $4.4M |
| Sigma Planning Corp | 0.14% | Reduce -9.8% | 11,940 | $4.4M |
| Valmark Advisers, Inc. | 0.07% | Reduce -2.1% | 11,894 | $4.3M |
| Stonegate Investment Group, LLC | 0.13% | Add +3.1% | 11,886 | $4.3M |
| Centennial Bank | 2.11% | Add +26.1% | 11,794 | $4.3M |
| Stevens Capital Partners | 2.21% | Reduce -0.1% | 11,761 | $4.3M |
| Sigma Investment Counselors Inc. | 0.27% | Add +0.2% | 11,746 | $4.3M |
| Marcum Wealth, LLC | 0.43% | Add +1.7% | 11,713 | $4.3M |
| Okabena Investment Services Inc. | 1.35% | No change | 11,701 | $4.3M |
| Main Street Financial Solutions, LLC | 0.40% | Add +0.6% | 11,612 | $4.2M |
| Epic Trust Investment Advisors, LLC | 4.64% | Add +14.6% | 11,565 | $4.2M |
| Embree Financial Group | 0.81% | Reduce -14.8% | 11,559 | $4.2M |
| Ethos Financial Group, LLC | 0.74% | Reduce -42.4% | 11,416 | $4.2M |
| Stonebridge Capital Advisors LLC | 0.37% | Add +13.2% | 11,456 | $4.2M |
| Foundations Investment Advisors, LLC | 0.10% | Add +62.4% | 11,440 | $4.2M |
| Leavell Investment Management, Inc. | 0.23% | Add +13.7% | 11,424 | $4.2M |
| Founders Financial Alliance, LLC | 1.23% | Reduce -1.7% | 11,399 | $4.2M |
| Summit Wealth & Retirement Planning, Inc. | 1.41% | Reduce -1.6% | 11,394 | $4.2M |
| McCarthy Asset Management, Inc. | 2.44% | Add +0.1% | 11,338 | $4.1M |
| Red Cedar Investment Management, LLC | 0.56% | Reduce -54.3% | 11,277 | $4.1M |
| RPg Family Wealth Advisory, LLC | 1.34% | Reduce -35.2% | 11,181 | $4.1M |
| Avior Wealth Management, LLC | 0.17% | Add +174.5% | 11,072 | $4.0M |
| Crestwood Advisors Group, LLC | 0.08% | Reduce -0.7% | 11,070 | $4.0M |
| Logan Capital Management Inc. | 0.17% | Add +0.1% | 11,065 | $4.0M |
| Wesbanco Bank Inc. | 0.15% | Add +5.1% | 10,992 | $4.0M |
| Paces Ferry Wealth Advisors, LLC | 2.41% | Reduce -5.3% | 10,960 | $4.0M |
| Willner & Heller, LLC | 3.82% | Add +0.9% | 10,927 | $4.0M |
| Cornerstone Wealth Group, LLC | 0.35% | Reduce -4.5% | 10,921 | $4.0M |
| Wharton Business Group, LLC | 0.20% | Add +0.1% | 10,870 | $4.0M |
| Atlas Brown,Inc. | 1.42% | Add +0.7% | 10,839 | $4.0M |
| Capital Asset Advisory Services LLC | 0.21% | Reduce -0.2% | 10,377 | $3.9M |
| KMG Fiduciary Partners, LLC | 0.39% | Reduce -1.3% | 10,775 | $3.9M |
| ProVise Management Group, LLC | 0.33% | Reduce -12.0% | 10,767 | $3.9M |
| Central Pacific Bank - Trust Division | 0.49% | Reduce -2.7% | 10,756 | $3.9M |
| GenWealth Group, Inc. | 0.95% | Reduce -1.5% | 10,638 | $3.9M |
| Sax Wealth Advisors, LLC | 0.37% | Add +30.1% | 10,634 | $3.9M |
| Dentgroup LLC | 3.12% | Reduce -24.3% | 10,630 | $3.9M |
| Key Financial Inc | 0.93% | Add +4.2% | 10,620 | $3.9M |
| First National Trust Co | 0.16% | Add +29.1% | 10,583 | $3.9M |
| CreativeOne Wealth, LLC | 0.19% | Reduce -26.6% | 10,536 | $3.8M |
| Segment Wealth Management, LLC | 0.28% | No change | 10,534 | $3.8M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Reduce -24.1% | 10,503 | $3.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.54% | Reduce -7.7% | 10,417 | $3.8M |
| Park Place Capital Corp | 1.21% | Reduce -4.0% | 10,382 | $3.8M |
| SilverOak Wealth Management LLC | 0.91% | Reduce -2.1% | 10,374 | $3.8M |
| Mechanics Bank Trust Department | 0.54% | Reduce -12.4% | 10,309 | $3.8M |
| Thompson Siegel & Walmsley LLC | 0.06% | No change | 10,304 | $3.8M |
| Sage Mountain Advisors LLC | 0.35% | Add +2.9% | 10,264 | $3.7M |
| Clear Creek Financial Management, LLC | 0.45% | Reduce -3.5% | 10,282 | $3.7M |
| Northeast Financial Consultants Inc | 0.17% | No change | 10,256 | $3.7M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | No change | 10,232 | $3.7M |
| Mosaic Family Wealth Partners, LLC | 0.60% | Reduce -2.9% | 10,203 | $3.7M |
| Diversified Portfolios, Inc. | 0.49% | Reduce -0.5% | 10,200 | $3.7M |
| Permanent Capital Management, LP | 0.78% | — | 8,753 | $3.7M |
| BBR Partners, LLC | 0.30% | Reduce -5.6% | 10,163 | $3.7M |
| Joel Isaacson & Co., LLC | 0.19% | Add +3.1% | 10,137 | $3.7M |
| Evanson Asset Management, LLC | 0.27% | Add +0.1% | 10,072 | $3.7M |
| WealthShield Partners, LLC | 0.56% | Reduce -3.1% | 10,029 | $3.7M |
| Premier Path Wealth Partners, LLC | 0.62% | Reduce -3.6% | 9,976 | $3.6M |
| Davis R M Inc. | 0.07% | Reduce -0.1% | 9,966 | $3.6M |
| Legacy Financial Group, Inc. | 1.38% | Reduce -0.0% | 9,965 | $3.6M |
| PFG Advisors | 0.25% | Add +37.4% | 9,959 | $3.6M |
| Pure Financial Advisors, LLC | 0.10% | Reduce -4.9% | 9,949 | $3.6M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +30.1% | 9,939 | $3.6M |
| Rockwood Wealth Management, LLC | 0.44% | Add +468.3% | 9,939 | $3.6M |
| Arcadia Wealth Management, LLC | 2.05% | Reduce -6.0% | 9,862 | $3.6M |
| Family Capital Management, Inc. | 2.45% | Reduce -4.4% | 9,861 | $3.6M |
| Jefferies Financial Group Inc. | 0.08% | Add +9.0% | 9,826 | $3.6M |
| Noble Family Wealth, LLC | 1.03% | Reduce -9.4% | 9,811 | $3.6M |
| Hillcrest Wealth Advisors - NY, LLC | 1.91% | Reduce -3.9% | 9,750 | $3.6M |
| Private Trust Co. NA | 0.38% | Add +7.5% | 9,743 | $3.6M |
| Sierra Capital LLC | 0.47% | No change | 9,718 | $3.5M |
| Waypoint Capital Advisors, LLC | 0.88% | No change | 9,696 | $3.5M |
| Waterway Wealth Management, LLC | 1.73% | Reduce -31.9% | 9,658 | $3.5M |
| Zacks Investment Management | 0.04% | Add +10.1% | 9,653 | $3.5M |
| Kingswood Wealth Advisors, LLC | 0.31% | Reduce -0.4% | 9,584 | $3.5M |
| Chicago Partners Investment Group LLC | 0.13% | Reduce -0.7% | 9,978 | $3.5M |
| Towercrest Capital Management | 0.57% | Add +2.9% | 9,546 | $3.5M |
| Flagship Harbor Advisors, LLC | 0.21% | Add +8.0% | 9,529 | $3.5M |
| Independent Financial Group, LLC | 0.14% | Reduce -0.8% | 9,480 | $3.5M |
| Beirne Wealth Consulting Services, LLC | 1.39% | Reduce -2.4% | 9,464 | $3.4M |
| FAS Wealth Partners, Inc. | 0.30% | Reduce -1.7% | 9,411 | $3.4M |
| Meridian Management Co. | 0.94% | No change | 9,354 | $3.4M |
| Mayport, LLC | 1.21% | No change | 9,300 | $3.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | No change | 8,972 | $3.4M |
| Spirepoint Private Client, LLC | 0.48% | Reduce -4.8% | 9,284 | $3.4M |
| Sendero Wealth Management, LLC | 0.57% | Reduce -1.1% | 9,229 | $3.4M |
| Fisher Asset Management | 0.00% | Add +39.5% | 9,214 | $3.4M |
| Brightwater Advisory LLC | 2.59% | Reduce -7.2% | 9,201 | $3.4M |
| Belpointe Asset Management LLC | 0.23% | Add +2.6% | 9,198 | $3.4M |
| Horan Securities, Inc. | 1.45% | Add +5.8% | 9,190 | $3.3M |
| Fidelity D & D Bancorp Inc. | 2.54% | Reduce -8.5% | 9,186 | $3.3M |
| Cahaba Wealth Management, Inc. | 0.29% | Reduce -1.3% | 9,139 | $3.3M |
| Wealthstream Advisors, Inc. | 1.22% | Reduce -0.6% | 9,121 | $3.3M |
| Howland Capital Management LLC | 0.16% | Add +0.7% | 9,119 | $3.3M |
| International Assets Investment Management, LLC | 0.31% | Add +0.9% | 9,113 | $3.3M |
| Sharkey, Howes & Javer | 0.54% | No change | 9,109 | $3.3M |
| Mgo One Seven LLC | 0.16% | Reduce -0.5% | 9,061 | $3.3M |
| Certified Advisory Corp | 0.41% | Add +3.7% | 9,057 | $3.3M |
| Quotient Wealth Partners, LLC | 0.12% | Add +1.0% | 9,053 | $3.3M |
| Integrated Advisors Network LLC | 0.17% | Reduce -14.9% | 9,044 | $3.3M |
| Custos Family Office, LLC | 1.31% | Reduce -1.3% | 8,988 | $3.3M |
| Guidance Point Advisors, LLC | 1.06% | Reduce -0.3% | 8,933 | $3.3M |
| Goodman Financial Corp | 0.72% | New | 8,915 | $3.2M |
| Wellington Management Group LLP | 0.00% | Reduce -95.9% | 8,904 | $3.2M |
| Fairhaven Wealth Management, LLC | 1.07% | No change | 8,874 | $3.2M |
| Oxford Financial Group, LTD. LLC | 0.21% | No change | 8,842 | $3.2M |
| Wealth Dimensions Group, Ltd. | 0.92% | Reduce -5.0% | 8,829 | $3.2M |
| CRA Financial Services, LLC | 0.65% | Add +0.6% | 8,791 | $3.2M |
| Corrigan Financial, Inc. | 0.82% | No change | 9,507 | $3.2M |
| jvl associates llc | 1.28% | No change | 8,777 | $3.2M |
| Atlantic Edge Private Wealth Management, LLC | 1.07% | No change | 8,767 | $3.2M |
| Monograph Wealth Advisors, LLC | 0.46% | No change | 8,713 | $3.2M |
| SOL Capital Management CO | 0.38% | Reduce -2.3% | 8,705 | $3.2M |
| Empower Advisory Group, LLC | 0.01% | Add +8.4% | 8,679 | $3.2M |
| Baron Financial Group, LLC | 2.00% | Reduce -6.2% | 8,650 | $3.2M |
| &partners | 0.14% | Add +620.0% | 8,568 | $3.1M |
| Caprock Group, LLC | 0.13% | Reduce -9.8% | 8,609 | $3.1M |
| Pacific Capital Wealth Advisors, Inc. | 0.57% | Add +8.7% | 8,598 | $3.1M |
| Leo Wealth, LLC | 0.32% | Reduce -5.7% | 8,560 | $3.1M |
| Wedbush Securities Inc. | 0.11% | Add +15.4% | 8,543 | $3.1M |
| Aspiriant, LLC | 0.13% | Add +2.1% | 8,480 | $3.1M |
| Harbour Investments, Inc. | 0.10% | Add +21.8% | 8,475 | $3.1M |
| SeaCrest Wealth Management, LLC | 0.35% | Add +25.8% | 8,469 | $3.1M |
| Etesian Wealth Advisors, Inc. | 1.73% | Add +2.2% | 8,457 | $3.1M |
| Jackson Hole Capital Partners, LLC | 0.68% | No change | 8,443 | $3.1M |
| Hilltop Holdings Inc. | 0.36% | Reduce -37.4% | 8,422 | $3.1M |
| Vance Wealth, LLC | 1.25% | Reduce -2.6% | 8,351 | $3.0M |
| Annex Advisory Services, LLC | 0.11% | Add +4.2% | 8,310 | $3.0M |
| Total Wealth Planning, LLC | 0.50% | Reduce -6.6% | 8,017 | $3.0M |
| Calamos Wealth Management LLC | 0.16% | Reduce -13.0% | 8,289 | $3.0M |
| Financial Advocates Investment Management | 0.19% | Reduce -8.4% | 8,259 | $3.0M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -9.7% | 8,243 | $3.0M |
| James J. Burns & Company, LLC | 0.59% | Add +0.8% | 8,182 | $3.0M |
| First United Bank & Trust | 1.11% | Reduce -2.9% | 8,183 | $3.0M |
| Insight 2811, Inc. | 1.55% | Reduce -20.1% | 8,181 | $3.0M |
| Jordan Park Group LLC | 0.23% | Reduce -1.6% | 8,177 | $3.0M |
| Sandy Spring Bank | 0.13% | Add +14.7% | 8,155 | $3.0M |
| Towerpoint Wealth, LLC | 1.48% | Reduce -3.4% | 8,134 | $3.0M |
| Capital Investment Advisors, LLC | 0.07% | Reduce -4.3% | 8,130 | $3.0M |
| Canandaigua National Bank & Trust Co. | 0.32% | New | 8,115 | $3.0M |
| Frank, Rimerman Advisors LLC | 0.21% | No change | 8,111 | $3.0M |
| Weaver Capital Management LLC | 0.94% | Reduce -0.4% | 8,010 | $2.9M |
| Glass Jacobson Investment Advisors llc | 1.06% | Add +2.7% | 7,982 | $2.9M |
| Integrated Capital Management, Inc. | 2.31% | Reduce -2.7% | 7,957 | $2.9M |
| Sepio Capital, LP | 0.26% | Reduce -62.6% | 7,916 | $2.9M |
| Perennial Investment Advisors, LLC | 0.41% | Reduce -4.3% | 7,908 | $2.9M |
| Peddock Capital Advisors, LLC | 0.74% | Reduce -1.2% | 7,877 | $2.9M |
| Fiducient Advisors LLC | 0.39% | Add +64.0% | 7,834 | $2.9M |
| Middleton & Co. Inc. | 0.33% | Reduce -1.1% | 7,803 | $2.8M |
| Larson Financial Group LLC | 0.19% | Add +6.8% | 7,785 | $2.8M |
| Midland Wealth Advisors, LLC | 0.17% | Add +10.0% | 7,768 | $2.8M |
| Soltis Investment Advisors LLC | 0.30% | Reduce -0.1% | 7,762 | $2.8M |
| Midwest Professional Planners, LTD. | 0.94% | Reduce -5.0% | 7,743 | $2.8M |
| Householder Group Estate & Retirement Specialist, LLC | 0.79% | Reduce -9.2% | 7,738 | $2.8M |
| Burke & Herbert Bank & Trust Co. | 0.69% | New | 7,732 | $2.8M |
| Vista Capital Partners, Inc. | 0.35% | No change | 7,709 | $2.8M |
| Gryphon Financial Partners LLC | 0.42% | Add +19.4% | 7,681 | $2.8M |
| Sabal Trust CO | 0.17% | Add +0.7% | 7,678 | $2.8M |
| Biondo Investment Advisors, LLC | 0.41% | Add +0.8% | 7,637 | $2.8M |
| Glenview Trust Co | 0.06% | Reduce -7.7% | 7,622 | $2.8M |
| Regal Investment Advisors LLC | 0.18% | Add +2.3% | 7,591 | $2.8M |
| Caldwell Trust Co | 0.30% | No change | 7,529 | $2.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +5.4% | 7,526 | $2.7M |
| Biltmore Family Office, LLC | 0.50% | Add +29.9% | 7,513 | $2.7M |
| Robinson Smith Wealth Advisors LLC | 2.40% | No change | 7,490 | $2.7M |
| Moneco Advisors, LLC | 0.40% | Reduce -1.6% | 7,481 | $2.7M |
| Merriman Wealth Management, LLC | 0.12% | Add +1.2% | 7,441 | $2.7M |
| Kapstone Financial Advisors LLC | 1.77% | Reduce -0.1% | 7,426 | $2.7M |
| Almanack Investment Partners, LLC. | 0.46% | Add +0.9% | 7,421 | $2.7M |
| QRG Capital Management, Inc. | 0.03% | Reduce -0.7% | 7,404 | $2.7M |
| Crewe Advisors LLC | 0.30% | Reduce -2.0% | 7,395 | $2.7M |
| Quadrant Private Wealth Management, LLC | 0.61% | Reduce -7.3% | 7,332 | $2.7M |
| Cooper Financial Group | 0.39% | Reduce -7.3% | 7,295 | $2.7M |
| Meridian Wealth Advisors, LLC | 0.47% | Reduce -1.6% | 7,276 | $2.7M |
| Stephens Consulting, LLC | 0.75% | Reduce -0.2% | 7,250 | $2.6M |
| New Republic Capital, LLC | 1.32% | Add +30.4% | 7,218 | $2.6M |
| Cullinan Associates Inc. | 0.15% | Add +28.6% | 7,200 | $2.6M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -0.7% | 7,126 | $2.6M |
| Level Four Advisory Services, LLC | 0.12% | Add +1.6% | 7,117 | $2.6M |
| Global Trust Asset Management, LLC | 1.04% | Reduce -1.3% | 7,108 | $2.6M |
| Elevation Wealth Partners, LLC | 1.22% | Add +1.0% | 7,064 | $2.6M |
| Element Pointe Advisors, LLC | 0.65% | Reduce -2.4% | 7,063 | $2.6M |
| Beaumont Financial Advisors, LLC | 0.21% | Reduce -0.9% | 7,053 | $2.6M |
| Ramirez Asset Management, Inc. | 0.52% | No change | 7,050 | $2.6M |
| Moss Adams Wealth Advisors LLC | 0.35% | No change | 6,989 | $2.5M |
| Pachira Investments Inc. | 2.25% | Add +0.1% | 6,969 | $2.5M |
| Zions Bancorporation, N.A. | 0.20% | Reduce -12.1% | 6,961 | $2.5M |
| Exencial Wealth Advisors, LLC | 0.10% | Add +1.6% | 6,952 | $2.5M |
| First National Bank Sioux Falls | 1.31% | No change | 6,936 | $2.5M |
| Fiduciary Financial Group, LLC | 0.61% | — | 6,688 | $2.5M |
| Cannon Financial Strategists, Inc. | 0.48% | Reduce -1.8% | 6,894 | $2.5M |
| Stonebridge Financial Planning Group, LLC | 1.26% | Reduce -0.7% | 6,878 | $2.5M |
| Adirondack Trust Co. | 1.02% | Add +7.7% | 6,873 | $2.5M |
| Verity Asset Management, Inc. | 0.98% | Add +124.0% | 6,826 | $2.5M |
| Revolve Wealth Partners, LLC | 0.41% | Reduce -4.0% | 6,817 | $2.5M |
| Suncoast Equity Management | 0.27% | No change | 6,780 | $2.5M |
| Norris Financial Group, LLC | 1.28% | Add +16.8% | 6,768 | $2.5M |
| Alliance Wealth Management Group | 0.70% | Add +4.5% | 6,762 | $2.5M |
| IFP Advisors, Inc | 0.10% | Add +7.3% | 6,734 | $2.5M |
| Aprio Wealth Management, LLC | 0.45% | Reduce -0.7% | 6,724 | $2.5M |
| General Partner, Inc. | 1.56% | No change | 6,696 | $2.4M |
| Trust Point Inc. | 0.20% | Reduce -0.6% | 6,691 | $2.4M |
| Jump Financial, LLC | 0.05% | New | 6,638 | $2.4M |
| G2 Capital Management, LLC / Oh | 0.75% | Reduce -0.8% | 6,610 | $2.4M |
| Cannell & Spears LLC | 0.05% | Reduce -0.1% | 6,607 | $2.4M |
| CGN Advisors LLC | 0.28% | Reduce -0.5% | 6,602 | $2.4M |
| Chesley Taft & Associates LLC | 0.12% | Reduce -14.9% | 6,595 | $2.4M |
| Veracity Capital LLC | 1.00% | Reduce -14.0% | 6,571 | $2.4M |
| Maryland Capital Advisors Inc. | 1.28% | No change | 6,543 | $2.4M |
| Journey Strategic Wealth LLC | 0.10% | Add +80.6% | 6,534 | $2.4M |
| Sands Capital Management, LLC | 0.01% | New | 6,500 | $2.4M |
| Clifford Group, LLC | 1.91% | Reduce -0.3% | 6,497 | $2.4M |
| Auour Investments LLC | 0.88% | Reduce -0.6% | 6,466 | $2.4M |
| Cambridge Advisors Inc. | 0.55% | Reduce -2.0% | 6,465 | $2.4M |
| GAMMA Investing LLC | 0.32% | Add +57.2% | 6,458 | $2.4M |
| Great Waters Wealth Management | 0.36% | Reduce -31.6% | 6,417 | $2.3M |
| Norris Perne & French LLP | 0.17% | No change | 6,416 | $2.3M |
| GC Wealth Management RIA, LLC | 0.46% | Add +4.0% | 6,415 | $2.3M |
| Colony Family Offices, LLC | 0.75% | Reduce -6.4% | 6,406 | $2.3M |
| Hoese & Co LLP | 2.03% | No change | 6,782 | $2.3M |
| Palisade Asset Management, LLC | 0.24% | Reduce -2.2% | 6,302 | $2.3M |
| Clarius Group, LLC | 0.16% | Reduce -0.7% | 6,288 | $2.3M |
| Wescott Financial Advisory Group, LLC | 0.27% | Reduce -3.0% | 6,287 | $2.3M |
| Client First Capital LLC | 1.38% | New | 6,280 | $2.3M |
| Investmark Advisory Group LLC | 1.20% | Reduce -0.7% | 6,197 | $2.3M |
| Betterment LLC | 0.01% | Add +70.1% | 6,164 | $2.2M |
| Beaton Management Co. Inc. | 1.21% | No change | 6,159 | $2.2M |
| WealthBridge Capital Management, LLC | 0.74% | Reduce -0.8% | 6,156 | $2.2M |
| Bogart Wealth, LLC | 0.11% | Reduce -1.6% | 6,151 | $2.2M |
| Becker Capital Management Inc. | 0.08% | Add +0.0% | 6,123 | $2.2M |
| Plante Moran Financial Advisors, LLC | 0.22% | Reduce -7.5% | 6,114 | $2.2M |
| Signet Financial Management, LLC | 0.30% | Reduce -0.4% | 6,108 | $2.2M |
| Gries Financial LLC | 0.46% | Reduce -1.4% | 6,078 | $2.2M |
| ALM First Financial Advisors, LLC | 0.63% | No change | 7,285 | $2.2M |
| Advisors Capital Management, LLC | 0.04% | Add +14.1% | 5,989 | $2.2M |
| Trilogy Capital Inc. | 0.12% | Add +18.1% | 5,988 | $2.2M |
| Seven Mile Advisory | 1.60% | Add +12.3% | 5,970 | $2.2M |
| Highline Wealth Partners LLC | 0.82% | Add +167.8% | 5,950 | $2.2M |
| Angeles Wealth Management, LLC | 0.20% | Add +39.8% | 5,932 | $2.2M |
| Sustainable Growth Advisers, LP | 0.01% | Add +144.7% | 5,914 | $2.2M |
| Manchester Capital Management LLC | 0.26% | Reduce -5.2% | 5,892 | $2.1M |
| Catalina Capital Group, LLC | 0.81% | Add +13.6% | 5,850 | $2.1M |
| Cascade Wealth Advisors, Inc | 1.57% | Reduce -5.0% | 6,071 | $2.1M |
| Simplex Trading, LLC | 0.07% | Add +102.4% | 5,804 | $2.1M |
| Forte Capital LLC | 0.26% | Reduce -0.5% | 5,799 | $2.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +412.5% | 5,745 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -16.8% | 5,734 | $2.1M |
| Ascent Group, LLC | 0.17% | Add +543.1% | 5,717 | $2.1M |
| TD Asset Management Inc | 0.00% | No change | 5,711 | $2.1M |
| Greenspring Advisors, LLC | 0.50% | Add +11.4% | 5,709 | $2.1M |
| Autumn Glory Partners, LLC | 1.06% | No change | 5,707 | $2.1M |
| Thoroughbred Financial Services, LLC | 0.14% | Add +411.6% | 5,668 | $2.1M |
| CCG Wealth Management, LLC | 1.16% | No change | 5,648 | $2.1M |
| Colonial Trust Co / SC | 0.36% | Reduce -0.1% | 5,635 | $2.1M |
| Sterling Investment Counsel, LLC | 0.81% | Reduce -2.2% | 5,613 | $2.0M |
| Old Mission Investment Co LLC | 0.66% | Add +0.1% | 5,583 | $2.0M |
| Cornerstone Wealth Management, LLC | 0.16% | Reduce -3.6% | 5,581 | $2.0M |
| Atalanta Sosnoff Capital, LLC | 0.05% | Reduce -2.3% | 5,569 | $2.0M |
| Marmo Financial Group, LLC | 1.23% | Reduce -15.7% | 5,569 | $2.0M |
| Tarbox Family Office, Inc. | 0.35% | Reduce -21.3% | 5,447 | $2.0M |
| National Philanthropic Trust | 0.04% | No change | 5,441 | $2.0M |
| Archer Investment Corp | 0.58% | Reduce -0.5% | 5,438 | $2.0M |
| Summit Financial Strategies, Inc. | 0.25% | Add +0.8% | 5,414 | $2.0M |
| Wick Capital Partners, LLC | 0.68% | New | 5,412 | $2.0M |
| KCM Investment Advisors LLC | 0.07% | Add +14.0% | 5,402 | $2.0M |
| Brown, Lisle/Cummings, Inc. | 0.64% | No change | 5,390 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.15% | Reduce -0.8% | 5,384 | $2.0M |
| Beacon Financial Group | 0.22% | Reduce -1.4% | 5,340 | $1.9M |
| Magnus Financial Group LLC | 0.22% | Add +15.8% | 5,332 | $1.9M |
| HTG Investment Advisors, Inc. | 1.05% | No change | 5,331 | $1.9M |
| Merit Financial Group, LLC | 0.04% | Add +12.0% | 5,329 | $1.9M |
| USAdvisors Wealth Management, LLC | 0.68% | Reduce -48.9% | 5,315 | $1.9M |
| Salomon & Ludwin, LLC | 0.22% | Reduce -15.1% | 5,291 | $1.9M |
| Providence Capital Advisors, LLC | 0.42% | No change | 5,242 | $1.9M |
| Blankinship & Foster, LLC | 0.49% | Reduce -1.0% | 5,236 | $1.9M |
| Investment Advisory Group, LLC | 0.74% | Reduce -4.8% | 5,228 | $1.9M |
| Asset Dedication, LLC | 0.13% | Reduce -1.1% | 5,224 | $1.9M |
| Mma Asset Management LLC | 0.89% | Reduce -3.3% | 5,211 | $1.9M |
| HUB Investment Partners, LLC | 0.09% | No change | 5,191 | $1.9M |
| Matrix Private Capital Group LLC | 1.18% | Add +1.9% | 5,150 | $1.9M |
| Moloney Securities Asset Management, LLC | 0.27% | Add +29.4% | 5,146 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +1.9% | 5,138 | $1.9M |
| Luts & Greenleigh Group, Inc. | 1.95% | — | 5,135 | $1.9M |
| Focus Financial Network, Inc. | 0.08% | Add +0.1% | 5,092 | $1.9M |
| Salem Investment Counselors Inc. | 0.06% | No change | 5,092 | $1.9M |
| Emprise Bank | 1.14% | No change | 5,086 | $1.9M |
| Acropolis Investment Management, LLC | 0.12% | Reduce -0.2% | 5,030 | $1.8M |
| IFG Advisors, LLC | 0.43% | Add +0.4% | 5,020 | $1.8M |
| Trust Co of the South | 0.43% | Add +0.1% | 5,011 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 4,995 | $1.8M |
| Financial Connections Group, Inc. | 0.94% | New | 4,974 | $1.8M |
| Thomasville National Bank | 0.15% | Reduce -1.4% | 4,971 | $1.8M |
| Home Federal Bank of Tennessee | 0.55% | New | 4,960 | $1.8M |
| VeraBank, N.A. | 0.56% | No change | 4,953 | $1.8M |
| MWA Asset Management | 1.29% | Reduce -2.5% | 4,951 | $1.8M |
| Trademark Financial Management, LLC | 1.47% | Add +0.5% | 4,943 | $1.8M |
| Financial Insights, Inc. | 0.50% | Reduce -1.5% | 4,938 | $1.8M |
| Curated Wealth Partners LLC | 0.25% | — | 4,927 | $1.8M |
| Koshinski Asset Management, Inc. | 0.17% | Add +43.9% | 4,738 | $1.8M |
| SkyView Investment Advisors, LLC | 0.32% | Reduce -15.1% | 4,908 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.19% | Reduce -0.7% | 4,903 | $1.8M |
| First Heartland Consultants, Inc. | 0.18% | Add +2.0% | 4,875 | $1.8M |
| Tranquility Partners, LLC | 0.68% | Reduce -1.1% | 4,847 | $1.8M |
| Courier Capital LLC | 0.14% | Add +7.4% | 4,823 | $1.8M |
| Aft, Forsyth & Company, Inc. | 0.86% | Reduce -0.7% | 4,810 | $1.8M |
| Plancorp, LLC | 0.08% | Add +11.6% | 4,786 | $1.7M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +106.5% | 4,783 | $1.7M |
| Gallacher Capital Management LLC | 0.92% | Add +4.3% | 4,770 | $1.7M |
| Petix & Botte Co | 0.49% | Reduce -85.4% | 4,764 | $1.7M |
| Cypress Capital Group | 0.21% | Add +0.7% | 4,759 | $1.7M |
| Selective Wealth Management, Inc. | 0.76% | Add +0.1% | 4,577 | $1.7M |
| Donaldson Capital Management, LLC | 0.07% | Reduce -0.3% | 4,742 | $1.7M |
| Independence Bank of Kentucky | 0.46% | No change | 4,722 | $1.7M |
| Washington Trust Advisors, Inc. | 0.16% | Add +11.1% | 4,715 | $1.7M |
| Lake Street Advisors Group, LLC | 0.08% | Add +0.0% | 4,660 | $1.7M |
| Bensler, LLC | 0.23% | Add +2.0% | 4,651 | $1.7M |
| Empirical Asset Management, LLC | 0.64% | New | 5,294 | $1.7M |
| Greenleaf Trust | 0.02% | Reduce -1.7% | 4,646 | $1.7M |
| Maxwell Wealth Strategies Inc. | 0.83% | Add +0.2% | 4,645 | $1.7M |
| Hyperion Partners, LLC | 1.20% | Add +3.4% | 4,627 | $1.7M |
| Townsend Asset Management Corp. /NC/ | 0.65% | Reduce -2.6% | 4,625 | $1.7M |
| Broadview Financial Management, LLC | 1.23% | Reduce -5.0% | 4,620 | $1.7M |
| NFSG Corp | 0.63% | Add +64.7% | 4,617 | $1.7M |
| Sage Capital Management, LLC | 0.88% | Add +0.1% | 4,616 | $1.7M |
| TCV Trust & Wealth Management, Inc. | 0.16% | No change | 4,614 | $1.7M |
| Glassman Wealth Services | 0.31% | Reduce -3.3% | 4,612 | $1.7M |
| Verus Capital Partners, LLC | 0.17% | Reduce -0.1% | 4,657 | $1.7M |
| Willow Creek Wealth Management Inc. | 0.19% | Reduce -1.5% | 4,600 | $1.7M |
| Ironwood Financial, llc | 0.38% | Reduce -0.3% | 4,600 | $1.7M |
| SouthState Bank Corp | 0.12% | Reduce -3.0% | 4,594 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.13% | Reduce -16.5% | 4,582 | $1.7M |
| WASHINGTON TRUST Co | 0.06% | No change | 4,580 | $1.7M |
| Northeast Investment Management | 0.08% | No change | 4,557 | $1.7M |
| West Michigan Advisors, LLC | 0.53% | Add +5.2% | 4,555 | $1.7M |
| Blue Bell Private Wealth Management, LLC | 0.34% | Add +9.5% | 4,548 | $1.7M |
| Cascade Financial Partners, LLC | 0.22% | No change | 4,547 | $1.7M |
| Intrust Bank NA | 0.18% | Reduce -4.4% | 4,539 | $1.7M |
| Evergreen Capital Management LLC | 0.06% | Reduce -1.6% | 4,526 | $1.6M |
| Tudor Investment Corporation | 0.02% | New | 4,523 | $1.6M |
| Cardiff Park Advisors, LLC | 0.16% | Add +0.0% | 4,492 | $1.6M |
| Castle Wealth Management LLC | 0.78% | No change | 4,492 | $1.6M |
| Apella Capital, LLC | 0.07% | Add +151.1% | 4,318 | $1.6M |
| Vise Technologies, Inc. | 0.29% | Reduce -0.2% | 4,488 | $1.6M |
| Cidel Asset Management Inc. | 0.13% | No change | 4,485 | $1.6M |
| Renasant Bank | 1.12% | Reduce -3.0% | 4,484 | $1.6M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -0.6% | 4,460 | $1.6M |
| Burns J W & Co. Inc. | 0.22% | No change | 4,453 | $1.6M |
| Raab & Moskowitz Asset Management LLC | 0.44% | No change | 4,433 | $1.6M |
| Valley National Advisers Inc. | 0.24% | No change | 4,428 | $1.6M |
| Brookmont Capital Management | 0.88% | Reduce -8.2% | 4,420 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.17% | No change | 4,407 | $1.6M |
| Bedel Financial Consulting, Inc. | 0.24% | Reduce -1.9% | 4,403 | $1.6M |
| Clarkston Capital Partners, LLC | 0.03% | Reduce -0.6% | 4,384 | $1.6M |
| BOK Financial Private Wealth, Inc. | 0.12% | No change | 4,373 | $1.6M |
| HMS Capital Management, LLC | 0.83% | No change | 4,371 | $1.6M |
| Cambridge Financial Group, LLC | 0.73% | Reduce -1.4% | 4,357 | $1.6M |
| Mattern Capital Management, LLC | 0.22% | No change | 4,328 | $1.6M |
| S.A. Mason LLC | 0.90% | No change | 4,319 | $1.6M |
| Welch & Forbes LLC | 0.02% | Add +5.0% | 4,215 | $1.6M |
| PFG Investments, LLC | 0.11% | Reduce -89.4% | 4,309 | $1.6M |
| Orser Capital Management, LLC | 1.17% | Add +0.1% | 4,278 | $1.6M |
| Brio Consultants, LLC | 0.26% | Add +1.9% | 4,273 | $1.6M |
| Hancock Whitney Corp. | 0.05% | Reduce -21.2% | 4,269 | $1.6M |
| Principal Securities, Inc. | 0.04% | Reduce -4.6% | 4,268 | $1.6M |
| Evermay Wealth Management LLC | 0.25% | Reduce -0.3% | 4,263 | $1.6M |
| 9258 Wealth Management, LLC | 0.24% | No change | 4,244 | $1.5M |
| 4Thought Financial Group Inc. | 0.96% | Add +187.2% | 4,242 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -10.9% | 4,225 | $1.5M |
| American Investment Services, Inc. | 0.27% | Reduce -8.9% | 4,189 | $1.5M |
| WMS Partners, LLC | 0.10% | Reduce -0.1% | 4,173 | $1.5M |
| Strategic Financial Services, Inc. | 0.10% | Reduce -4.9% | 4,147 | $1.5M |
| RFP Financial Group LLC | 0.56% | No change | 4,135 | $1.5M |
| Pin Oak Investment Advisors Inc. | 1.44% | Reduce -1.0% | 4,112 | $1.5M |
| Wealthspire Retirement, LLC | 0.13% | No change | 4,106 | $1.5M |
| Capital Wealth Alliance, LLC | 0.85% | Reduce -17.8% | 4,105 | $1.5M |
| Financial Management Network Inc. | 0.36% | Reduce -6.5% | 3,942 | $1.5M |
| Kanawha Capital Management LLC | 0.12% | Reduce -0.2% | 4,087 | $1.5M |
| Regimen Wealth, LLC | 0.51% | Reduce -3.1% | 4,083 | $1.5M |
| Personal Cfo Solutions, LLC | 0.23% | Add +77.2% | 4,082 | $1.5M |
| Drive Wealth Management, LLC | 0.40% | Add +4.2% | 4,067 | $1.5M |
| Savvy Advisors, Inc. | 0.48% | Add +40.2% | 4,059 | $1.5M |
| PrairieView Partners, LLC | 0.16% | Reduce -2.9% | 4,029 | $1.5M |
| World Investment Advisors | 0.09% | Add +37.8% | 3,988 | $1.5M |
| Laurel Wealth Advisors LLC | 0.25% | No change | 3,984 | $1.5M |
| Sheets Smith Wealth Management | 0.17% | No change | 3,967 | $1.4M |
| Cordgrass Capital Advisors, LLC | 0.45% | No change | 3,957 | $1.4M |
| Edgemoor Investment Advisors, Inc. | 0.14% | Reduce -0.8% | 3,952 | $1.4M |
| MBL Wealth, LLC | 0.16% | Add +34.5% | 3,951 | $1.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.40% | No change | 3,948 | $1.4M |
| Forum Private Client Group LLC | 0.68% | Reduce -5.4% | 3,947 | $1.4M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 3,943 | $1.4M |
| Allegheny Financial Group | 0.41% | Add +6.4% | 3,938 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | No change | 3,932 | $1.4M |
| Allstate Corp. | 0.12% | New | 3,920 | $1.4M |
| Quadrant Capital Group LLC | 0.11% | Reduce -12.8% | 3,917 | $1.4M |
| Venturi Wealth Management, LLC | 0.08% | No change | 3,913 | $1.4M |
| Good Life Advisors, LLC | 0.12% | Reduce -3.2% | 3,888 | $1.4M |
| First Hawaiian Bank | 0.05% | Reduce -4.1% | 3,887 | $1.4M |
| FWL Investment Management, LLC | 0.71% | No change | 3,875 | $1.4M |
| Schnieders Capital Management LLC | 0.29% | Reduce -2.8% | 3,871 | $1.4M |
| TBH Global Asset Management, LLC | 0.31% | Reduce -19.5% | 3,857 | $1.4M |
| Planning Alternatives Ltd. | 0.23% | No change | 3,855 | $1.4M |
| Encompass Wealth Advisors, LLC | 0.37% | Reduce -0.4% | 3,851 | $1.4M |
| Asset Allocation Strategies LLC | 0.47% | Add +4.1% | 3,845 | $1.4M |
| Partners in Financial Planning | 0.30% | No change | 3,840 | $1.4M |
| Harvest Investment Services, LLC | 0.55% | Add +376.5% | 3,836 | $1.4M |
| HBW Advisory Services LLC | 0.23% | Reduce -7.3% | 3,824 | $1.4M |
| WestHill Financial Advisors, Inc. | 0.34% | Reduce -1.3% | 3,818 | $1.4M |
| BHK Investment Advisors, LLC | 0.55% | Reduce -3.7% | 3,810 | $1.4M |
| Financial Sense Advisors, Inc. | 0.44% | Reduce -3.8% | 3,797 | $1.4M |
| Nova R Wealth, Inc. | 0.71% | Reduce -1.6% | 3,796 | $1.4M |
| Asset Management Group, Inc. | 0.21% | Reduce -0.6% | 3,793 | $1.4M |
| Beacon Financial Advisory LLC | 0.51% | Add +7.2% | 3,763 | $1.4M |
| Golden Road Advisors LLC | 1.12% | No change | 3,598 | $1.4M |
| Brown Financial Advisory | 1.05% | Reduce -4.3% | 3,737 | $1.4M |
| Greenwood Gearhart LLC | 0.13% | Add +153.3% | 3,733 | $1.4M |
| Benchmark Financial Wealth Advisors, LLC | 0.50% | Add +1.5% | 3,733 | $1.4M |
| Ewa, LLC | 0.56% | Add +0.1% | 3,679 | $1.4M |
| American Financial & Tax Strategies Inc. | 0.71% | Reduce -8.8% | 3,707 | $1.4M |
| Janus Henderson Group PLC | 0.00% | Add +2.9% | 3,704 | $1.4M |
| Parker Financial LLC | 0.73% | Reduce -6.1% | 3,657 | $1.3M |
| Essex Bank | 0.36% | Reduce -47.7% | 3,684 | $1.3M |
| Chapin Davis, Inc. | 0.46% | Reduce -0.3% | 3,684 | $1.3M |
| Independent Solutions Wealth Management, LLC | 0.31% | Add +25.1% | 3,674 | $1.3M |
| GYL Financial Synergies, LLC | 0.10% | Add +0.0% | 3,672 | $1.3M |
| Ballast Advisors LLC | 0.42% | Reduce -0.0% | 3,671 | $1.3M |
| Jupiter Wealth Management LLC | 0.71% | No change | 3,735 | $1.3M |
| Alamar Capital Management, LLC | 0.80% | — | 3,639 | $1.3M |
| GFG Capital, LLC | 0.36% | Add +2.8% | 3,626 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | Add +15.0% | 3,583 | $1.3M |
| Heritage Financial Services, LLC | 0.19% | Reduce -1.4% | 3,615 | $1.3M |
| Symphony Financial Services, Inc. | 1.13% | — | 3,468 | $1.3M |
| Archford Capital Strategies, LLC | 0.21% | No change | 3,600 | $1.3M |
| M. Kulyk & Associates, LLC | 0.30% | Reduce -6.2% | 3,590 | $1.3M |
| GAMCO Investors | 0.01% | No change | 3,590 | $1.3M |
| Stegner Investment Associates Inc. | 0.94% | Reduce -6.2% | 3,579 | $1.3M |
| Performance Wealth Partners, LLC | 0.05% | Reduce -1.5% | 3,569 | $1.3M |
| Arax Advisory Partners | 0.13% | Reduce -1.7% | 3,569 | $1.3M |
| Regis Management CO LLC | 0.39% | No change | 3,549 | $1.3M |
| Ascentis Independent Advisors | 0.27% | — | 3,547 | $1.3M |
| Aspen Wealth Management LLC | 0.45% | Add +4.9% | 3,541 | $1.3M |
| Silver Oak Securities, Incorporated | 0.19% | Reduce -54.6% | 3,541 | $1.3M |
| Westmount Partners, LLC | 0.42% | No change | 3,494 | $1.3M |
| Greatmark Investment Partners, Inc. | 0.19% | Add +3.5% | 3,518 | $1.3M |
| Pallas Capital Advisors LLC | 0.06% | No change | 3,523 | $1.3M |
| BlueChip Wealth Advisors LLC | 0.75% | No change | 3,517 | $1.3M |
| Grant Street Asset Management, Inc. | 0.40% | Reduce -1.4% | 3,512 | $1.3M |
| Seneca Financial Advisors LLC | 0.66% | Reduce -12.3% | 3,501 | $1.3M |
| PGIM Custom Harvest LLC | 0.03% | Add +56.7% | 3,489 | $1.3M |
| BSW Wealth Partners | 0.21% | Add +10.6% | 3,469 | $1.3M |
| Sharp Wealth Advisory, LLC | 1.08% | Add +55.5% | 3,444 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.08% | No change | 3,441 | $1.3M |
| Summit X, LLC | 0.28% | Reduce -2.1% | 3,439 | $1.3M |
| Riverpoint Wealth Management Holdings, LLC | 0.35% | Add +0.1% | 3,432 | $1.3M |
| Lee Danner & Bass Inc. | 0.10% | — | 3,417 | $1.2M |
| Ashton Thomas Securities, LLC | 0.30% | — | 3,284 | $1.2M |
| Arista Wealth Management, LLC | 0.33% | New | 3,414 | $1.2M |
| Turtle Creek Wealth Advisors, LLC | 0.29% | Reduce -1.9% | 3,406 | $1.2M |
| Destination Wealth Management | 0.04% | Add +1.5% | 3,375 | $1.2M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -5.9% | 3,364 | $1.2M |
| Pacific Financial Group Inc. | 0.87% | Add +0.0% | 3,357 | $1.2M |
| O'Dell Group, LLC | 0.30% | No change | 3,609 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.20% | Reduce -8.5% | 3,333 | $1.2M |
| Watershed Private Wealth LLC | 0.51% | Reduce -12.3% | 3,315 | $1.2M |
| Parisi Gray Wealth Management | 0.43% | Add +2.2% | 3,312 | $1.2M |
| Capital City Trust Co. | 0.33% | No change | 3,308 | $1.2M |
| SageView Advisory Group, LLC | 0.07% | Reduce -98.1% | 3,301 | $1.2M |
| WealthPLAN Partners, LLC | 0.13% | No change | 3,298 | $1.2M |
| SP Asset Management LLC | 0.11% | No change | 3,293 | $1.2M |
| Bluespring Wealth Management, LLC | 0.13% | Add +0.5% | 3,291 | $1.2M |
| Kendall Capital Management | 0.40% | Reduce -14.4% | 3,285 | $1.2M |
| Roberts Financial Services LLC | 0.24% | Reduce -2.9% | 3,259 | $1.2M |
| Pursue Wealth Partners LLC | 0.65% | Add +7.2% | 3,256 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Add +1.2% | 3,251 | $1.2M |
| CBIZ Investment Advisory Services, LLC | 0.07% | No change | 3,241 | $1.2M |
| Activest Wealth Management | 0.39% | Add +80.1% | 3,232 | $1.2M |
| Bank of New Hampshire | 0.31% | No change | 3,230 | $1.2M |
| Ellevest, Inc. | 0.07% | Reduce -6.6% | 3,220 | $1.2M |
| Ballew Advisors, Inc | 0.78% | No change | 3,103 | $1.2M |
| Berkeley Capital Partners, LLC | 0.35% | Reduce -1.7% | 3,216 | $1.2M |
| Ritholtz Wealth Management | 0.04% | Add +166.8% | 3,212 | $1.2M |
| Waterfront Wealth Inc. | 0.32% | No change | 3,208 | $1.2M |
| Tritonpoint Wealth, LLC | 0.11% | Add +16.1% | 3,195 | $1.2M |
| Addison Advisors LLC | 0.38% | Reduce -7.3% | 3,191 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -0.1% | 3,190 | $1.2M |
| Woodmont Investment Counsel LLC | 0.09% | Reduce -10.3% | 3,176 | $1.2M |
| Goldstein Advisors, LLC | 0.19% | Add +5.8% | 3,164 | $1.2M |
| Appleton Partners Inc. | 0.09% | Reduce -0.4% | 3,141 | $1.1M |
| Rollins Financial Advisors, LLC | 0.20% | No change | 3,127 | $1.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.07% | Reduce -7.8% | 3,118 | $1.1M |
| Manhattan West Asset Management, LLC | 0.31% | Reduce -1.3% | 3,117 | $1.1M |
| Financial Perspectives, Inc | 0.42% | Add +2.9% | 3,116 | $1.1M |
| Obermeyer Wealth Partners | 0.07% | No change | 3,109 | $1.1M |
| Riverview Capital Advisers, LLC | 0.38% | Add +58.5% | 3,102 | $1.1M |
| Founders Financial Securities LLC | 0.11% | Add +11.7% | 3,101 | $1.1M |
| Compound Planning, Inc. | 0.08% | Add +1.0% | 3,084 | $1.1M |
| Axiom Advisory, LLC | 0.01% | New | 3,290 | $1.1M |
| Heartwood Wealth Advisors LLC | 0.13% | No change | 3,069 | $1.1M |
| Insigneo Advisory Services, LLC | 0.13% | Reduce -1.1% | 3,366 | $1.1M |
| NWK Group, Inc. | 0.47% | Add +0.7% | 3,059 | $1.1M |
| St. Clair Advisors, LLC | 0.36% | Add +0.1% | 3,055 | $1.1M |
| AAF Wealth Management, LLC | 0.58% | Add +0.9% | 3,055 | $1.1M |
| Argus Investors' Counsel, Inc. | 0.68% | Reduce -1.5% | 3,047 | $1.1M |
| Coastline Trust Co | 0.13% | No change | 3,042 | $1.1M |
| Hemington Wealth Management | 0.37% | No change | 3,034 | $1.1M |
| Lyell Wealth Management, LP | 0.11% | Reduce -5.6% | 3,020 | $1.1M |
| LS Investment Advisors, LLC | 0.17% | No change | 3,016 | $1.1M |
| Silicon Valley Capital Partners | 0.15% | Add +0.1% | 3,015 | $1.1M |
| Evensky & Katz LLC | 0.08% | Add +0.1% | 3,011 | $1.1M |
| HFG Advisors, Inc. | 1.02% | Reduce -0.6% | 3,001 | $1.1M |
| Estate Counselors, LLC | 0.12% | Reduce -0.3% | 2,998 | $1.1M |
| GTS Securities LLC | 0.02% | New | 2,997 | $1.1M |
| Rockbridge Investment Management, LCC | 0.15% | Add +15.1% | 2,988 | $1.1M |
| Opus Capital Group, LLC | 0.15% | No change | 2,980 | $1.1M |
| Morton Capital Management LLC | 0.26% | No change | 2,963 | $1.1M |
| Geneva Partners, LLC | 0.44% | Add +3.8% | 2,961 | $1.1M |
| Aspen Grove Capital, LLC | 0.25% | Reduce -3.3% | 2,957 | $1.1M |
| SFG Wealth Management, LLC. | 0.61% | Reduce -2.5% | 2,956 | $1.1M |
| Interchange Capital Partners, LLC | 0.40% | Add +32.6% | 2,948 | $1.1M |
| Andina Capital Management, LLC | 0.81% | Reduce -0.6% | 2,947 | $1.1M |
| First Commonwealth Financial Corp | 0.28% | Reduce -1.9% | 2,937 | $1.1M |
| Adero Partners, LLC | 0.08% | Add +1.2% | 2,934 | $1.1M |
| United Bank | 0.13% | No change | 2,930 | $1.1M |
| First City Capital Management, Inc. | 0.60% | No change | 2,929 | $1.1M |
| Smith Salley Wealth Management | 0.08% | Add +1.8% | 2,925 | $1.1M |
| Farmers National Bank | 0.32% | Reduce -0.3% | 2,914 | $1.1M |
| First Bank & Trust | 0.22% | Reduce -0.1% | 2,907 | $1.1M |
| Zhang Financial LLC | 0.07% | No change | 2,901 | $1.1M |
| Insight Wealth Strategies, LLC | 0.15% | Add +12.3% | 2,893 | $1.1M |
| Coppell Advisory Solutions LLC | 0.17% | — | 2,890 | $1.1M |
| Madison Asset Management, LLC | 0.01% | Reduce -0.4% | 2,883 | $1.1M |
| Nicolet Advisory Services, LLC | 0.10% | No change | 2,739 | $1.0M |
| Farmers & Merchants Investments Inc. | 0.03% | Add +2.5% | 2,872 | $1.0M |
| Vontobel Holding Ltd. | 0.00% | No change | 2,848 | $1.0M |
| 17 Capital Partners, LLC | 0.73% | Add +9.6% | 2,831 | $1.0M |
| Baker Boyer National Bank | 0.36% | No change | 2,810 | $1.0M |
| Galvin, Gaustad & Stein, LLC | 0.10% | No change | 2,800 | $1.0M |
| Ground Swell Capital, LLC | 0.99% | New | 2,795 | $1.0M |
| Symphony Financial, Ltd. Co. | 0.19% | Reduce -0.4% | 2,771 | $1.0M |
| GEM Asset Management, LLC | 0.63% | Reduce -5.6% | 2,787 | $1.0M |
| Thrive Wealth Management, LLC | 0.20% | Add +7.9% | 2,782 | $1.0M |
| Carnegie Investment Counsel | 0.03% | Reduce -36.7% | 2,781 | $1.0M |
| Retireful, LLC | 0.48% | New | 2,779 | $1.0M |
| Rossmore Private Capital | 0.13% | Reduce -0.3% | 2,775 | $1.0M |
| Cozad Asset Management Inc. | 0.10% | No change | 2,770 | $1.0M |
| Fortis Capital Advisors, LLC | 0.36% | Add +106.8% | 2,759 | $1.0M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -3.0% | 2,758 | $1.0M |
| Sprinkle Financial Consultants LLC | 0.78% | Add +0.1% | 2,722 | $992K |
| Spinnaker Trust | 0.06% | No change | 2,721 | $992K |
| Barnes Pettey Financial Advisors, LLC | 0.84% | No change | 2,695 | $982K |
| Private Ocean, LLC | 0.09% | Add +23.4% | 2,694 | $982K |
| Smithfield Trust Co | 0.05% | Reduce -0.3% | 2,697 | $981K |
| Carret Asset Management, LLC | 0.11% | Reduce -1.3% | 2,675 | $975K |
| Geneos Wealth Management Inc. | 0.04% | Add +1.0% | 2,671 | $974K |
| Collective Family Office LLC | 0.29% | Add +131.5% | 2,662 | $970K |
| Stanley-Laman Group, Ltd. | 0.13% | No change | 2,652 | $967K |
| TAGStone Capital, Inc. | 0.55% | Add +0.1% | 2,650 | $966K |
| Peak Planning Group, LLC | 0.47% | New | 2,643 | $963K |
| MA Private Wealth | 0.19% | No change | 2,633 | $960K |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -0.2% | 2,630 | $959K |
| Power Wealth Management LLC | 0.46% | Add +15.5% | 2,625 | $957K |
| Petredis Investment Advisors LLC | 0.11% | No change | 2,623 | $956K |
| Chicago Capital, LLC | 0.03% | Reduce -2.5% | 2,617 | $954K |
| Gateway Wealth Partners, LLC | 0.29% | Reduce -6.0% | 2,613 | $952K |
| Financial Partners Group, Inc | 0.15% | Reduce -0.1% | 2,610 | $952K |
| Ackerman Capital Advisors, LLC | 0.25% | No change | 2,610 | $951K |
| Wealth Architects, LLC | 0.12% | No change | 2,606 | $950K |
| GPS Wealth Strategies Group, LLC | 0.14% | Add +26.7% | 2,603 | $949K |
| Walkner Condon Financial Advisors LLC | 0.20% | Add +5.5% | 2,587 | $943K |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -1.3% | 2,586 | $943K |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +0.9% | 2,582 | $941K |
| TFC Financial Management, Inc. | 0.16% | No change | 2,577 | $939K |
| Fortis Group Advisors, LLC | 0.19% | No change | 2,577 | $939K |
| Everett Harris & Co. | 0.01% | No change | 2,573 | $938K |
| Insight Advisors, LLC/ PA | 0.17% | Add +0.1% | 2,572 | $937K |
| Bailard, Inc. | 0.03% | No change | 2,569 | $936K |
| Resonant Capital Advisors, LLC | 0.08% | Add +5.3% | 2,554 | $931K |
| Tortoise Investment Management, LLC | 0.11% | No change | 2,553 | $931K |
| Diversify Advisory Services, LLC | 0.05% | Add +0.0% | 2,440 | $925K |
| Castleview Partners, LLC | 0.53% | No change | 2,537 | $925K |
| SpiderRock Advisors, LLC | 0.02% | Reduce -1.4% | 2,537 | $925K |
| Signature Wealth Management Partners, LLC | 0.70% | Add +0.0% | 2,535 | $924K |
| Citizens & Northern Corp. | 0.29% | No change | 2,522 | $919K |
| Spotlight Asset Group, Inc. | 0.64% | Reduce -0.1% | 2,515 | $917K |
| Bank of Hawaii | 0.04% | Add +1.1% | 2,504 | $913K |
| Orgel Wealth Management, LLC | 0.02% | No change | 2,490 | $908K |
| Bordeaux Wealth Advisors LLC | 0.17% | No change | 2,489 | $907K |
| First Financial Corp. | 0.46% | Reduce -4.6% | 2,480 | $904K |
| WNY Asset Management, LLC | 0.12% | Reduce -6.3% | 2,478 | $903K |
| Sunbelt Securities, Inc. | 0.09% | Add +0.5% | 2,475 | $902K |
| Abbrea Capital, LLC | 0.12% | Reduce -0.0% | 2,473 | $901K |
| Strategic Blueprint, LLC | 0.06% | Reduce -15.5% | 2,468 | $900K |
| Steel Grove Capital Advisors, LLC | 0.12% | Reduce -24.6% | 2,434 | $887K |
| Beacon Capital Management, LLC | 0.16% | Add +23.2% | 2,430 | $886K |
| First Merchants Corp. | 0.04% | Reduce -6.4% | 2,426 | $884K |
| Union Savings Bank | 0.46% | Reduce -4.1% | 2,424 | $884K |
| StoneX Group Inc. | 0.07% | Add +49.4% | 2,420 | $882K |
| Stratos Investment Management, LLC | 0.07% | Add +18.8% | 2,417 | $881K |
| Compton Wealth Advisory Group, LLC | 0.23% | No change | 2,416 | $881K |
| Family Manage LLC | 0.16% | Add +1.3% | 2,415 | $880K |
| Keystone Wealth Services, LLC | 0.27% | Add +0.0% | 2,410 | $878K |
| Strategies Wealth Advisors, LLC | 0.13% | Add +1.6% | 2,409 | $878K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.21% | Add +2.3% | 2,394 | $873K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +3.1% | 2,388 | $870K |
| Presilium Private Wealth, LLC | 0.22% | No change | 2,380 | $868K |
| ORG Partners LLC | 0.11% | New | 2,362 | $867K |
| Hamilton Point Investment Advisors, LLC | 0.17% | No change | 2,378 | $867K |
| Demars Financial Group, LLC | 0.42% | Reduce -0.8% | 2,378 | $867K |
| Stockman Wealth Management, Inc. | 0.15% | No change | 2,366 | $862K |
| Verus Financial Partners, Inc. | 0.10% | No change | 2,362 | $861K |
| Gotham Asset Management | 0.01% | New | 2,357 | $859K |
| Relative Value Partners Group, LLC | 0.11% | Reduce -71.1% | 2,357 | $859K |
| Lake Street Private Wealth, LLC | 0.11% | Add +2.4% | 2,357 | $859K |
| Burney Co./ | 0.03% | No change | 2,354 | $858K |
| Anson Capital, Inc. | 0.84% | No change | 2,346 | $855K |
| Atwood & Palmer Inc. | 0.06% | Reduce -6.0% | 2,334 | $851K |
| Theory Financial LLC | 0.40% | No change | 2,326 | $848K |
| Diversified, LLC | 0.10% | Add +5.3% | 2,326 | $848K |
| Goldstone Financial Group, LLC | 0.17% | Reduce -14.1% | 2,325 | $848K |
| Capital Investment Advisory Services, LLC | 0.09% | No change | 2,322 | $846K |
| Cahill Financial Advisors Inc. | 0.12% | Reduce -10.8% | 2,321 | $846K |
| Full Sail Capital, LLC | 0.06% | Reduce -2.6% | 2,309 | $842K |
| Reston Wealth Management LLC | 0.34% | Add +0.1% | 2,302 | $839K |
| Fernwood Investment Management, LLC | 0.26% | No change | 2,302 | $839K |
| Prosperity Planning, Inc. | 0.29% | No change | 2,301 | $839K |
| J. W. Coons Advisors, LLC | 0.16% | Add +4.1% | 2,292 | $835K |
| Mosaic Financial Group, LLC | 0.60% | Add +0.1% | 2,281 | $831K |
| Valley Wealth Managers, Inc. | 0.07% | Add +3.9% | 2,279 | $831K |
| Falcon Wealth Planning | 0.11% | No change | 2,270 | $828K |
| Pathway Financial Advisors LLC | 0.22% | Reduce -0.8% | 2,263 | $825K |
| Ledyard National Bank | 0.08% | Add +13.3% | 2,256 | $822K |
| Modern Wealth Management, LLC | 0.06% | Add +114.0% | 2,253 | $821K |
| Elevatus Welath Management | 0.31% | Reduce -12.9% | 2,249 | $820K |
| Massachusetts Financial Services Co. | 0.00% | New | 2,245 | $818K |
| Lee Financial Co | 0.13% | Add +19.6% | 2,244 | $818K |
| Pine Valley Investments Ltd Liability Co | 0.06% | Reduce -80.3% | 2,241 | $817K |
| Strait & Sound Wealth Management LLC | 0.42% | Reduce -3.2% | 2,240 | $817K |
| Integrity Wealth Solutions LLC | 0.53% | Add +0.1% | 2,236 | $815K |
| Tennessee Valley Asset Management Partners | 0.15% | New | 2,234 | $814K |
| Greenhouse Wealth Management, LLC | 0.59% | Reduce -0.2% | 2,230 | $813K |
| Private Wealth Advisors, LLC | 0.35% | No change | 2,202 | $810K |
| Sightline Wealth Advisors, LLC | 0.50% | Reduce -0.3% | 2,222 | $810K |
| Kavar Capital Partners Group, LLC | 0.15% | No change | 2,219 | $809K |
| Little House Capital LLC | 0.25% | Reduce -4.9% | 2,214 | $807K |
| Harfst & Associates, Inc. | 0.19% | No change | 2,210 | $806K |
| GW Henssler & Associates Ltd. | 0.05% | Add +6.9% | 2,208 | $805K |
| Weaver Consulting Group | 0.28% | No change | 2,207 | $804K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -15.4% | 2,207 | $804K |
| Debussy Capital Management LP | 0.23% | Add +0.1% | 2,183 | $796K |
| RiverFront Investment Group, LLC | 0.02% | Add +15.4% | 2,171 | $791K |
| New Potomac Partners, LLC | 0.43% | No change | 2,170 | $791K |
| Victory Financial Group, LLC | 0.37% | Reduce -8.7% | 2,166 | $789K |
| Traphagen Investment Advisors LLC | 0.09% | Reduce -2.2% | 2,165 | $789K |
| Enterprise Bank & Trust Co | 0.27% | No change | 2,164 | $789K |
| PBMares Wealth Management LLC | 0.19% | No change | 2,156 | $786K |
| Wedmont Private Capital | 0.05% | No change | 2,081 | $784K |
| Sovereign Financial Group, Inc. | 0.19% | Reduce -1.1% | 2,144 | $782K |
| Parsons Capital Management Inc. | 0.05% | No change | 2,134 | $778K |
| Keebeck Wealth Management | 0.11% | No change | 2,133 | $778K |
| Main Management LLC | 0.06% | No change | 2,126 | $775K |
| TRUE Private Wealth Advisors | 0.09% | Reduce -5.3% | 2,125 | $775K |
| Meridian Financial Advisors, LLC | 0.56% | No change | 2,119 | $772K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.31% | Add +1168.7% | 2,106 | $768K |
| Private Capital Management LLC | 0.15% | Reduce -11.9% | 2,107 | $768K |
| Roman Butler Fullerton & Co. | 0.25% | Add +52.3% | 1,995 | $764K |
| CFS Investment Advisory Services, LLC | 0.06% | New | 2,093 | $763K |
| Eight 31 Financial, LLC | 0.58% | Reduce -2.9% | 2,078 | $757K |
| KilterHowling LLC | 0.52% | Add +0.1% | 2,078 | $757K |
| Beaird Harris Wealth Management, LLC | 0.07% | Add +2.3% | 2,076 | $757K |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -43.8% | 2,074 | $756K |
| LMCG Investments, LLC | 0.04% | Reduce -0.3% | 2,073 | $756K |
| Principle Wealth Partners LLC | 0.06% | No change | 2,070 | $755K |
| Left Brain Wealth Management, LLC | 0.35% | No change | 2,065 | $753K |
| Prosperity Wealth Management, Inc. | 0.37% | Add +77.7% | 2,058 | $750K |
| West Paces Advisors Inc. | 0.20% | Reduce -0.1% | 2,055 | $749K |
| High Falls Advisors, Inc | 0.18% | Add +1.0% | 2,044 | $745K |
| Pps&v Asset Management Consultants, Inc. | 0.53% | No change | 2,036 | $742K |
| Kaydan Wealth Management, Inc. | 0.26% | No change | 2,033 | $741K |
| Latitude Advisors, LLC | 0.45% | Add +10.1% | 2,032 | $741K |
| Hubbell Strickland Wealth Management, LLC | 0.37% | Add +0.1% | 2,030 | $740K |
| LBMC Investment Advisors, LLC | 0.06% | Reduce -27.0% | 2,028 | $739K |
| Schechter Investment Advisors, LLC | 0.06% | No change | 2,025 | $738K |
| Edgestream Partners, L.P. | 0.04% | Reduce -48.2% | 2,024 | $738K |
| Benedict Financial Advisors Inc. | 0.19% | Reduce -3.2% | 2,023 | $737K |
| Bremer Bank National Association | 0.14% | No change | 2,020 | $736K |
| Old Port Advisors | 0.22% | Reduce -28.8% | 2,019 | $736K |
| Vawter Financial, Ltd. | 0.50% | Reduce -7.1% | 2,019 | $736K |
| JTC Employer Solutions Trustee Ltd | 0.05% | No change | 2,016 | $735K |
| Jacobi Capital Management LLC | 0.06% | Add +1.3% | 2,015 | $735K |
| Sachem Hill LLC | 0.16% | No change | 2,015 | $734K |
| William Howard & Co Financial Advisors Inc | 0.68% | Add +0.1% | 2,009 | $732K |
| Allred Capital Management, LLC | 0.28% | No change | 2,008 | $732K |
| S.E.E.D. Planning Group LLC | 0.27% | No change | 2,008 | $732K |
| Creative Financial Designs Inc. | 0.07% | No change | 2,001 | $729K |
| Navis Wealth Advisors, LLC | 0.84% | No change | 2,000 | $729K |
| Sage Rhino Capital LLC | 0.17% | No change | 2,000 | $729K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +3.9% | 1,998 | $728K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -4.5% | 1,997 | $728K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +7.4% | 1,997 | $728K |
| Marino, Stram & Associates LLC | 0.18% | Reduce -1.9% | 1,996 | $727K |
| Blue Barn Wealth, LLC | 0.40% | Reduce -0.1% | 1,984 | $723K |
| YHB Investment Advisors, Inc. | 0.06% | Add +5.6% | 1,983 | $723K |
| St Germain D J Co. Inc. | 0.03% | Reduce -15.9% | 1,977 | $721K |
| Titleist Asset Management, LLC | 0.11% | Add +7.6% | 1,977 | $720K |
| Coastal Bridge Advisors, LLC | 0.18% | No change | 1,975 | $720K |
| Muirfield Wealth Advisors LLC | 0.67% | Add +0.1% | 1,972 | $719K |
| Klingman & Associates, LLC | 0.05% | Reduce -1.2% | 1,972 | $719K |
| MMBG Investment Advisors Co. | 0.08% | No change | 1,969 | $718K |
| EnRich Financial Partners LLC | 0.26% | Add +5688.2% | 1,968 | $717K |
| Beese Fulmer Investment Management, Inc. | 0.06% | No change | 1,956 | $713K |
| Cable Hill Partners, LLC | 0.08% | New | 1,956 | $713K |
| Nicholas Hoffman & Company, LLC. | 0.03% | New | 1,952 | $712K |
| Wealthgarden F.S. LLC | 0.75% | — | 1,950 | $711K |
| Von Berge Wealth Management Group, LLC | 0.45% | No change | 1,930 | $710K |
| Gray Private Wealth, LLC | 0.46% | No change | 1,948 | $710K |
| Northwest Capital Management Inc | 0.26% | Reduce -13.2% | 1,940 | $707K |
| Ironwood Investment Counsel, LLC | 0.13% | Reduce -2.0% | 1,936 | $706K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.30% | No change | 1,935 | $705K |
| Nabity-Jensen Investment Management Inc | 0.58% | No change | 1,931 | $704K |
| Cary Street Partners Asset Management LLC | 0.10% | Reduce -2.2% | 1,931 | $704K |
| Gibson Capital, LLC | 0.16% | No change | 1,930 | $704K |
| Oak Ridge Investments LLC | 0.07% | Add +84.5% | 1,926 | $702K |
| Clearbridge Investments, LLC | 0.00% | New | 1,926 | $702K |
| Lam Group, Inc. | 0.59% | No change | 1,925 | $702K |
| Integral Investment Advisors, Inc. | 0.26% | Add +2.2% | 1,902 | $698K |
| Weatherly Asset Management L. P. | 0.06% | No change | 1,915 | $698K |
| Patten & Patten Inc. | 0.05% | Add +0.1% | 1,911 | $697K |
| Forthright Family Wealth Advisory LLC | 0.45% | No change | 1,907 | $695K |
| Anchor Investment Management, LLC | 0.07% | No change | 1,904 | $694K |
| Ariadne Wealth Management, LP | 0.54% | — | 1,898 | $692K |
| Monterey Private Wealth, Inc. | 0.26% | Reduce -0.8% | 1,894 | $690K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,891 | $689K |
| Howard Wealth Management, LLC | 0.54% | No change | 1,889 | $689K |
| Rosenblum Silverman Sutton S F Inc. | 0.18% | Add +0.5% | 1,884 | $687K |
| Money Concepts Capital Corp. | 0.06% | Reduce -20.8% | 1,879 | $685K |
| Jacobsen Capital Management | 0.31% | Add +1.0% | 1,878 | $684K |
| BIP Wealth, LLC | 0.06% | Reduce -12.5% | 1,877 | $684K |
| Providence First Trust Co | 0.31% | Add +87.3% | 1,873 | $683K |
| waypoint wealth counsel | 0.52% | Add +21.7% | 1,872 | $682K |
| Steph & Co. | 0.23% | No change | 1,870 | $682K |
| Curran Financial Partners, LLC | 0.23% | Reduce -3.7% | 1,869 | $681K |
| Hanover Advisors Inc. | 0.30% | No change | 1,869 | $681K |
| Members Wealth LLC | 0.46% | — | 1,598 | $679K |
| Bell Bank | 0.06% | No change | 1,861 | $678K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Add +13.8% | 1,856 | $677K |
| Kovack Advisors, Inc. | 0.07% | Reduce -2.6% | 1,855 | $676K |
| Oxler Private Wealth LLC | 0.25% | Add +0.1% | 1,836 | $669K |
| Blue Chip Partners, LLC | 0.06% | No change | 1,835 | $669K |
| LM Advisors LLC | 0.13% | No change | 1,831 | $667K |
| Acima Private Wealth, LLC | 0.24% | No change | 1,829 | $667K |
| TCI Wealth Advisors, Inc. | 0.06% | Reduce -24.9% | 1,825 | $665K |
| Warner Financial, Inc. | 0.32% | Add +0.1% | 1,816 | $662K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 1,811 | $660K |
| Rockland Trust Co. | 0.03% | Reduce -3.9% | 1,810 | $660K |
| King Wealth Management Group | 0.11% | No change | 1,808 | $659K |
| Peregrine Capital Management LLC | 0.02% | New | 1,799 | $656K |
| Aries Wealth Management | 0.21% | Reduce -1.1% | 1,795 | $654K |
| Taylor & Morgan Wealth Management, LLC | 0.46% | Add +6.8% | 1,794 | $654K |
| Barnett & Company, Inc. | 0.47% | No change | 1,793 | $654K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.1% | 1,791 | $653K |
| Hazlett, Burt & Watson, Inc. | 0.34% | Add +0.3% | 1,795 | $652K |
| Stonehearth Capital Management, LLC | 0.28% | Reduce -0.3% | 1,782 | $650K |
| Columbia Bank | 0.25% | Add +6.3% | 1,782 | $650K |
| Reynders McVeigh Capital Management, LLC | 0.04% | No change | 1,781 | $649K |
| Family Investment Center, Inc. | 0.19% | Reduce -0.2% | 1,776 | $647K |
| Stone Summit Wealth LLC | 0.23% | Reduce -0.2% | 1,771 | $646K |
| Clarity Wealth Advisors, LLC | 0.21% | Add +2.9% | 1,768 | $644K |
| Builder Investment Group Inc. | 0.17% | No change | 1,755 | $640K |
| Well Done, LLC | 0.13% | No change | 1,753 | $639K |
| Peninsula Wealth, LLC | 0.12% | No change | 1,694 | $638K |
| O'ROURKE & COMPANY, Inc | 0.36% | Reduce -1.9% | 1,749 | $637K |
| Empire Financial Management Company, LLC | 0.21% | Reduce -4.1% | 1,747 | $637K |
| Mitchell Capital Management Co. | 0.11% | Reduce -33.8% | 1,740 | $634K |
| Northwest Investment Counselors, LLC | 0.16% | Add +0.5% | 1,737 | $633K |
| Capital Advisors Inc. | 0.01% | Add +10.1% | 1,736 | $633K |
| Burton Enright Welch | 0.15% | No change | 1,733 | $632K |
| Gitterman Wealth Management, LLC | 0.24% | Add +5.2% | 1,732 | $631K |
| Wintrust Investments LLC | 0.05% | Reduce -5.9% | 1,730 | $631K |
| Sunpointe, LLC | 0.41% | Add +14.9% | 1,719 | $627K |
| Lodestar Private Asset Management LLC | 0.09% | Add +71.0% | 1,718 | $626K |
| Heritage Investors Management Corp. | 0.02% | Reduce -3.5% | 1,716 | $625K |
| Redmond Asset Management, LLC | 0.20% | New | 1,700 | $620K |
| Cornell Pochily Investment Advisors, Inc. | 0.23% | Add +25.4% | 1,695 | $618K |
| Sandy Cove Advisors, LLC | 0.27% | Reduce -2.4% | 1,692 | $617K |
| Chilton Investment Co. Inc. | 0.02% | Reduce -17.8% | 1,680 | $612K |
| Retirement Planning Group, LLC | 0.04% | Reduce -11.2% | 1,679 | $612K |
| Pinion Investment Advisors, LLC | 0.30% | No change | 1,679 | $612K |
| GoalVest Advisory LLC | 0.20% | No change | 1,679 | $612K |
| Motco | 0.04% | Reduce -10.2% | 1,676 | $611K |
| Commonwealth Retirement Investments LLC | 0.28% | No change | 1,674 | $610K |
| Vantage Financial Partners, LLC | 0.16% | Add +0.8% | 1,673 | $610K |
| Waterloo Capital, L.P. | 0.07% | No change | 1,673 | $610K |
| Jentner Corp | 0.20% | Reduce -1.8% | 1,671 | $609K |
| Charles Schwab Trust Co | 0.06% | Reduce -2.3% | 1,667 | $608K |
| Csenge Advisory Group | 0.03% | Reduce -2.9% | 1,664 | $607K |
| BlueSky Wealth Advisors, LLC | 0.10% | No change | 1,664 | $607K |
| Matthew Goff Investment Advisor, LLC | 0.12% | Reduce -8.1% | 1,663 | $606K |
| Rice Partnership, LLC | 0.13% | Add +29.8% | 1,662 | $606K |
| Cahill Wealth Management, LLC | 0.36% | No change | 1,659 | $605K |
| Glen Eagle Advisors, LLC | 0.11% | Reduce -4.5% | 1,654 | $603K |
| Ardent Capital Management, Inc. | 0.29% | No change | 1,651 | $602K |
| Lauterbach Financial Advisors, LLC | 0.40% | No change | 1,747 | $601K |
| Arq Wealth Advisors, LLC | 0.26% | Reduce -0.7% | 1,646 | $600K |
| Webster Bank, N. A. | 0.07% | No change | 1,638 | $597K |
| Mattern Wealth Management LLC | 0.14% | Add +5.1% | 1,637 | $597K |
| Bristlecone Advisors, LLC | 0.05% | No change | 1,634 | $596K |
| McIlrath & Eck, LLC | 0.09% | No change | 1,634 | $596K |
| Poehling Capital Management, INC. | 0.16% | No change | 1,632 | $595K |
| RPG Investment Advisory, LLC | 0.09% | Reduce -0.3% | 1,632 | $595K |
| Aveo Capital Partners, LLC | 0.07% | No change | 1,630 | $594K |
| Orin Green Financial, LLC | 0.27% | New | 1,630 | $594K |
| McNamara Financial Services, Inc. | 0.13% | Reduce -0.4% | 1,629 | $594K |
| S&co Inc. | 0.04% | No change | 1,627 | $593K |
| Twin Peaks Wealth Advisors, LLC | 0.30% | Reduce -11.9% | 1,625 | $593K |
| Hudson Capital Management LLC | 0.21% | Reduce -3.0% | 1,624 | $592K |
| Cardinal Strategic Wealth Guidance | 0.21% | Add +3.2% | 1,618 | $590K |
| Probity Advisors, Inc. | 0.12% | No change | 1,617 | $589K |
| Invictus Private Wealth, LLC | 0.05% | Reduce -1.0% | 1,615 | $589K |
| Mfa Wealth Advisors, LLC | 0.13% | Reduce -22.8% | 1,600 | $583K |
| Arden Trust Co | 0.08% | No change | 1,600 | $583K |
| American Money Management, LLC | 0.12% | Add +2.3% | 1,589 | $579K |
| LVM Capital Management Ltd. | 0.07% | Add +8.8% | 1,588 | $579K |
| Beverly Hills Private Wealth, LLC | 0.13% | Reduce -0.4% | 1,584 | $578K |
| TNF LLC | 0.21% | Add +0.1% | 1,624 | $575K |
| Kathmere Capital Management, LLC | 0.06% | New | 1,574 | $574K |
| Pettyjohn, Wood & White, Inc. | 0.11% | Reduce -0.3% | 1,573 | $573K |
| Macroview Investment Management LLC | 0.61% | Add +0.1% | 1,573 | $573K |
| Journey Advisory Group, LLC | 0.07% | Reduce -14.6% | 1,561 | $569K |
| Thrive Capital Management, LLC | 0.26% | New | 1,559 | $568K |
| FCG Investment Co | 0.43% | No change | 1,556 | $567K |
| Twele Capital Management, Inc. | 0.13% | No change | 1,556 | $567K |
| VitalStone Financial, LLC | 0.41% | Add +0.1% | 1,553 | $566K |
| Richardson Capital Management LLC | 0.43% | Reduce -1.6% | 1,550 | $565K |
| Point Windward Advisors Inc. | 0.23% | No change | 1,546 | $564K |
| Altus Wealth Management, LLC | 0.27% | No change | 1,543 | $562K |
| Formidable Asset Management, LLC | 0.09% | Add +11.1% | 1,541 | $562K |
| LGL Partners, LLC | 0.08% | Add +0.2% | 1,536 | $560K |
| Cypress Wealth Services, LLC | 0.12% | No change | 1,535 | $560K |
| GW&K Investment Management, LLC | 0.01% | Add +13.8% | 1,533 | $559K |
| JFG Wealth Management, LLC | 0.16% | No change | 1,527 | $557K |
| Catalyst Private Wealth, LLC | 0.29% | No change | 1,518 | $553K |
| Liberty Capital Management, Inc. | 0.13% | Reduce -0.6% | 1,516 | $553K |
| Francis Financial, Inc. | 0.17% | New | 1,510 | $550K |
| Professional Advisory Services Inc. | 0.07% | No change | 1,508 | $550K |
| Braun Stacey Associates Inc. | 0.02% | Reduce -11.9% | 1,509 | $550K |
| Geller Advisors LLC | 0.04% | No change | 1,501 | $547K |
| MontVue Capital Management, Inc. | 0.43% | New | 1,499 | $546K |
| Moors & Cabot, Inc. | 0.03% | Add +24.3% | 1,495 | $545K |
| Liberty Wealth Management LLC | 0.10% | Reduce -1.2% | 1,490 | $543K |
| Capital Analysts, LLC | 0.02% | Add +34.0% | 1,490 | $543K |
| New Millennium Group LLC | 0.35% | No change | 1,476 | $538K |
| JPL Wealth Management, LLC | 0.26% | No change | 1,467 | $535K |
| Accurate Wealth Management, LLC | 0.13% | Add +12.0% | 1,413 | $534K |
| NWF Advisory Services Inc. | 0.08% | Add +1.6% | 1,461 | $532K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -6.7% | 1,458 | $531K |
| Wolverine Trading, LLC | 0.01% | Reduce -38.8% | 1,457 | $531K |
| PACK Private Wealth, LLC | 0.33% | No change | 1,456 | $531K |
| GGM Financial LLC | 0.49% | — | 1,451 | $529K |
| First Manhattan Co. Llc. | 0.00% | Reduce -1.9% | 1,449 | $528K |
| FFT Wealth Management LLC | 0.05% | No change | 1,447 | $527K |
| CFO4Life Group, LLC | 0.10% | Add +0.1% | 1,441 | $525K |
| Compass Wealth Management LLC | 0.13% | No change | 1,440 | $525K |
| Precision Wealth Strategies, LLC | 0.54% | No change | 1,432 | $522K |
| Accent Capital Management, LLC | 0.32% | Add +19.3% | 1,432 | $522K |
| MCF Advisors LLC | 0.04% | No change | 1,429 | $521K |
| Royal Harbor Partners, LLC | 0.21% | No change | 1,423 | $519K |
| Peachtree Investment Partners, LLC | 0.20% | Reduce -41.3% | 1,422 | $518K |
| First American Trust, FSB | 0.05% | Add +3.2% | 1,419 | $517K |
| Hartford Financial Management Inc. | 0.11% | No change | 1,412 | $515K |
| Morningstar Investment Services LLC | 0.01% | Add +126.0% | 1,397 | $513K |
| Alliance Wealth Advisors, LLC | 0.32% | Reduce -0.2% | 1,407 | $513K |
| Gilbert & Cook, Inc. | 0.07% | No change | 1,407 | $513K |
| Olde Wealth Management, LLC | 0.20% | New | 1,405 | $512K |
| Wealth Management Partners, LLC | 0.25% | Add +3.6% | 1,403 | $511K |
| Dagco, Inc. | 0.23% | Reduce -0.6% | 1,402 | $511K |
| ESL Trust Services, LLC | 0.12% | Reduce -1.4% | 1,400 | $510K |
| Assetmark, Inc. | 0.00% | Add +236.1% | 1,398 | $510K |
| Dechtman Wealth Management, LLC | 0.11% | Add +0.1% | 1,397 | $509K |
| Macquarie Group Ltd. | 0.00% | Reduce -90.2% | 1,396 | $509K |
| Heritage Investment Group, Inc. | 0.07% | Add +10.3% | 1,389 | $506K |
| Prelude Capital Management, LLC | 0.04% | New | 1,380 | $503K |
| 360 Financial, Inc. | 0.19% | No change | 1,374 | $501K |
| Alpha Financial Advisors, LLC | 0.24% | Reduce -4.0% | 1,374 | $501K |
| Andrews, Lucia Wealth Management LLC | 0.35% | Add +100.0% | 1,422 | $499K |
| BancFirst Trust & Investment Management | 0.23% | Reduce -3.0% | 1,355 | $498K |
| Criterion Capital Advisors, LLC | 0.31% | No change | 1,365 | $498K |
| Sather Financial Group Inc | 0.03% | No change | 1,365 | $498K |
| Russell Investments Group, Ltd. | 0.00% | Add +161.5% | 1,365 | $498K |
| Nia Impact Advisors, LLC | 0.18% | New | 1,363 | $497K |
| Colonial Trust Advisors | 0.05% | No change | 1,352 | $493K |
| REDW Wealth LLC | 0.13% | No change | 1,352 | $493K |
| Family Firm, Inc. | 0.11% | Add +0.1% | 1,350 | $492K |
| Bourgeon Capital Management LLC | 0.10% | No change | 1,350 | $492K |
| Beach Investment Counsel Inc. | 0.06% | No change | 1,350 | $492K |
| Reliant Wealth Planning | 0.23% | No change | 1,347 | $491K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +0.1% | 1,346 | $491K |
| Tyche Wealth Partners LLC | 0.12% | Add +7.6% | 1,342 | $489K |
| Financial Guidance Group, Inc. | 0.30% | No change | 1,340 | $488K |
| Charter Oak Capital Management, LLC | 0.05% | No change | 1,334 | $486K |
| North Star Investment Management Corp. | 0.04% | Reduce -4.0% | 1,331 | $485K |
| Mosley Wealth Management | 0.41% | Add +5.0% | 1,329 | $484K |
| Hyman Charles D | 0.03% | Add +0.2% | 1,327 | $484K |
| Praetorian Wealth Management, Inc. | 0.12% | New | 1,327 | $484K |
| Element Wealth, LLC | 0.27% | Reduce -6.5% | 1,326 | $483K |
| Boston Family Office LLC | 0.03% | No change | 1,322 | $482K |
| Harbor Group, Inc. | 0.12% | Reduce -11.4% | 1,317 | $480K |
| Nilsine Partners, LLC | 0.06% | No change | 1,313 | $479K |
| Naviter Wealth, LLC | 0.07% | No change | 1,309 | $477K |
| D.B. Root & Company, LLC | 0.16% | No change | 1,308 | $477K |
| Girard Partners LTD. | 0.05% | No change | 1,306 | $476K |
| Coordinated Financial Services, Inc. | 0.41% | No change | 1,305 | $476K |
| Voisard Asset Management Group, Inc. | 0.23% | No change | 1,303 | $475K |
| Lakeridge Wealth Management LLC | 0.29% | New | 1,302 | $475K |
| TrinityPoint Wealth, LLC | 0.07% | Reduce -5.1% | 1,298 | $473K |
| Torray Investment Partners LLC | 0.07% | No change | 1,298 | $473K |
| Sugarloaf Wealth Management, LLC | 0.08% | Reduce -16.2% | 1,293 | $471K |
| MSH Capital Advisors LLC | 0.16% | Add +0.2% | 1,291 | $471K |
| DecisionPoint Financial, LLC | 0.16% | Add +1.2% | 1,308 | $469K |
| Legacy Private Trust Co. | 0.03% | Reduce -3.8% | 1,280 | $467K |
| Eagle Bay Advisors LLC | 0.28% | No change | 1,270 | $463K |
| Anderson Hoagland & Co. | 0.05% | Reduce -1.4% | 1,217 | $461K |
| Legacy Wealth Management, LLC | 0.03% | Reduce -1.8% | 1,260 | $459K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 1,257 | $458K |
| Naples Global Advisors, LLC | 0.05% | Reduce -0.8% | 1,255 | $457K |
| Wayfinding Financial, LLC | 0.26% | No change | 1,253 | $456K |
| Global Wealth Management Investment Advisory, Inc. | 0.11% | New | 1,245 | $454K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -6.0% | 1,245 | $454K |
| Florida Trust Wealth Management Co | 0.02% | No change | 1,238 | $451K |
| German American Bancorp, Inc. | 0.05% | No change | 1,235 | $450K |
| Cassia Capital Partners, LLC | 0.30% | Reduce -19.6% | 1,229 | $448K |
| Kolinsky Wealth Management, LLC | 0.32% | Add +20.1% | 1,227 | $447K |
| Patrick M Sweeney & Associates, Inc. | 0.36% | Reduce -2.0% | 1,226 | $447K |
| Guerra Pan Advisors, LLC | 0.37% | No change | 1,225 | $447K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -1.1% | 1,221 | $445K |
| Northstar Asset Management Inc. | 0.11% | No change | 1,215 | $443K |
| ZWJ Investment Counsel Inc. | 0.02% | No change | 1,214 | $443K |
| MIdWestOne Financial Group, Inc. | 0.08% | Add +5.6% | 1,213 | $442K |
| Paradigm, Strategies in Wealth Management, LLC | 0.27% | No change | 1,211 | $441K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.11% | No change | 1,211 | $441K |
| HRC Wealth Management, LLC | 0.30% | Reduce -0.6% | 1,206 | $440K |
| Hiley Hunt Wealth Management | 0.27% | No change | 1,205 | $439K |
| Gordian Advisors LLC | 0.42% | No change | 1,204 | $439K |
| Clarity Capital Partners LLC | 0.27% | Reduce -0.9% | 1,200 | $437K |
| LRI Investments, LLC | 0.05% | No change | 1,199 | $437K |
| Heritage Wealth Management, Inc. | 0.42% | Reduce -2.2% | 1,197 | $436K |
| Rappaport Reiches Capital Management, LLC | 0.13% | Reduce -3.6% | 1,191 | $434K |
| Stonebrook Private Inc. | 0.12% | Add +11.3% | 1,185 | $432K |
| Hollencrest Capital Management | 0.02% | Add +20.3% | 1,185 | $432K |
| Flagship Private Wealth, LLC | 0.25% | Add +2.1% | 1,174 | $428K |
| Financial Consulate, Inc. | 0.13% | Add +0.9% | 1,171 | $427K |
| Marks Group Wealth Management, Inc | 0.04% | Add +25.3% | 1,164 | $424K |
| Madison Wealth Partners, Inc | 0.15% | No change | 1,161 | $423K |
| Trust Co. of Vermont | 0.02% | Reduce -0.2% | 1,161 | $423K |
| Belvedere Trading LLC | 0.02% | Add +2595.3% | 1,159 | $422K |
| Centaurus Financial, Inc. | 0.03% | Add +0.1% | 1,157 | $422K |
| Aire Advisors, LLC | 0.10% | Add +0.2% | 1,157 | $422K |
| Greenwich Wealth Management LLC | 0.03% | Reduce -11.0% | 1,154 | $421K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +19.0% | 1,154 | $421K |
| Wealth Alliance, LLC | 0.05% | Reduce -16.3% | 1,152 | $420K |
| Bfsg, LLC | 0.05% | Reduce -6.7% | 1,152 | $420K |
| Tandem Capital Management Corp. | 0.23% | No change | 1,103 | $417K |
| Northwest Bancshares, Inc. | 0.07% | Add +19.3% | 1,136 | $414K |
| Fort Sheridan Advisors LLC | 0.07% | Add +2.9% | 1,134 | $413K |
| Inspirion Wealth Advisors, LLC | 0.06% | Add +1.3% | 1,130 | $412K |
| IRON Financial LLC | 0.23% | No change | 1,129 | $412K |
| Stuart Chaussee & Associates, Inc. | 0.11% | Add +32.8% | 1,129 | $412K |
| Ashford Capital Management Inc. | 0.06% | No change | 1,127 | $411K |
| River Wealth Advisors LLC | 0.06% | Add +8.0% | 1,126 | $410K |
| City State Bank | 0.17% | No change | 1,126 | $410K |
| Romano Brothers and Company | 0.06% | Reduce -8.3% | 1,123 | $409K |
| Prestige Wealth Management Group LLC | 0.09% | No change | 1,120 | $408K |
| Arbor Capital Management Inc. | 0.37% | Reduce -11.6% | 1,109 | $408K |
| CIC Wealth, LLC | 0.11% | No change | 1,119 | $408K |
| Measured Wealth Private Client Group, LLC | 0.14% | No change | 1,117 | $407K |
| Scientech Research LLC | 0.08% | Reduce -6.7% | 1,116 | $407K |
| Pinnacle Bancorp, Inc. | 0.12% | No change | 1,114 | $406K |
| One Wealth Management Investment & Advisory Services, LLC | 0.16% | Reduce -3.7% | 1,109 | $404K |
| Quantum Private Wealth, LLC | 0.14% | New | 1,107 | $404K |
| NBT Bank, N.A. | 0.03% | Add +0.6% | 1,107 | $404K |
| LCNB Corp. | 0.15% | No change | 1,107 | $403K |
| Telos Capital Management, Inc. | 0.04% | No change | 1,105 | $403K |
| Penney Financial, LLC | 0.29% | New | 1,103 | $402K |
| Optimum Investment Advisors | 0.18% | Reduce -34.1% | 1,101 | $401K |
| Center for Financial Planning, Inc. | 0.06% | Reduce -3.8% | 1,098 | $400K |
| JB Capital LLC | 0.03% | Reduce -3.9% | 1,093 | $399K |
| BetterWealth, LLC | 0.13% | Add +0.1% | 1,094 | $399K |
| Piscataqua Savings Bank | 0.35% | No change | 1,091 | $398K |
| Bank of Stockton | 0.13% | Reduce -3.5% | 1,090 | $397K |
| Sandbox Financial Partners, LLC | 0.15% | Add +0.1% | 1,087 | $396K |
| Fca Corp. | 0.13% | No change | 1,085 | $395K |
| First Nebraska Trust Co | 0.04% | No change | 1,083 | $395K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -0.1% | 1,083 | $395K |
| JNBA Financial Advisors | 0.04% | No change | 1,082 | $394K |
| Skyline Advisors, Inc. | 0.17% | Add +0.1% | 1,081 | $394K |
| Sage Capital Advisors,llc | 0.11% | No change | 1,079 | $393K |
| Northwest Quadrant Wealth Management, LLC | 0.10% | Add +0.2% | 1,077 | $392K |
| Roberts Glore & Co. Inc. | 0.12% | No change | 1,076 | $392K |
| Texas Capital Bancshares Inc | 0.16% | No change | 1,067 | $389K |
| Drucker Wealth 3.0, LLC | 0.10% | — | 1,067 | $389K |
| W1M Investment Management Ltd | 0.01% | Add +70.6% | 1,066 | $389K |
| ERn Financial, LLC | 0.06% | Add +3.6% | 1,063 | $387K |
| Perennial Advisors, LLC | 0.09% | No change | 1,059 | $386K |
| New Perspectives, Inc | 0.21% | No change | 1,057 | $385K |
| Davidson Trust Co. | 0.26% | Reduce -8.4% | 1,053 | $384K |
| Abbot Financial Management, Inc. | 0.20% | No change | 1,050 | $383K |
| Harbor Advisory Corp. | 0.13% | No change | 1,050 | $383K |
| Horst & Graben Wealth Management LLC | 0.07% | Reduce -0.3% | 1,050 | $383K |
| JBR Co Financial Management Inc | 0.27% | No change | 1,047 | $382K |
| Montis Financial, LLC | 0.17% | Reduce -8.6% | 1,042 | $380K |
| LPWM LLC | 0.13% | No change | 1,000 | $378K |
| Independent Advisor Alliance | 0.01% | Add +15.7% | 1,038 | $378K |
| Capital Insight Partners, LLC | 0.07% | Reduce -66.5% | 1,035 | $377K |
| Beacon Bank & Trust | 0.09% | Reduce -24.1% | 1,030 | $375K |
| Wealthquest Corp | 0.04% | No change | 1,027 | $374K |
| Arvest Investments, Inc. | 0.06% | Add +6.9% | 1,025 | $374K |
| PCA Investment Advisory Services Inc. | 0.20% | Add +2.1% | 1,025 | $374K |
| Prio Wealth Limited Partnership | 0.01% | Add +24.2% | 1,025 | $374K |
| FourThought Financial Partners, LLC | 0.05% | Reduce -43.2% | 1,023 | $373K |
| Kingfisher Capital LLC | 0.09% | Add +0.1% | 1,024 | $373K |
| Abner Herrman & Brock LLC | 0.05% | No change | 1,022 | $373K |
| Heritage Wealth Management, LLC | 0.21% | Add +18.8% | 1,022 | $373K |
| Heritage Family Offices, LLP | 0.21% | — | 1,022 | $373K |
| Neumann Capital Management, LLC | 0.13% | No change | 1,022 | $373K |
| First National Bank of Hutchinson | 0.24% | Reduce -20.6% | 1,020 | $372K |
| Strategic Financial Partners, Ltd. | 0.20% | Reduce -38.7% | 1,019 | $371K |
| Oder Investment Management, LLC | 0.34% | Add +1.6% | 1,017 | $371K |
| Intelligence Driven Advisers, LLC | 0.05% | Add +1.6% | 1,012 | $369K |
| Bright Futures Wealth Management, LLC. | 0.20% | Reduce -10.7% | 1,068 | $368K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 1,007 | $367K |
| IAG Wealth Partners, LLC | 0.07% | Reduce -13.4% | 1,004 | $366K |
| Headinvest, LLC | 0.07% | No change | 1,004 | $366K |
| Integris Wealth Management, LLC | 0.11% | No change | 1,000 | $365K |
| BKM Wealth Management, LLC | 0.17% | Add +49.9% | 998 | $364K |
| Fusion Family Wealth, LLC | 0.04% | No change | 997 | $363K |
| Carmichael Hill & Associates, Inc. | 0.15% | Add +3.3% | 996 | $363K |
| F/m Investments LLC | 0.01% | New | 994 | $362K |
| Country Trust Bank | 0.01% | No change | 993 | $362K |
| Aspire Private Capital, LLC | 0.09% | No change | 992 | $362K |
| Community Financial Services Group, LLC | 0.08% | Reduce -11.4% | 990 | $361K |
| Values Added Financial LLC | 0.26% | Add +7.6% | 990 | $361K |
| Meeder Advisory Services, Inc. | 0.03% | Add +49.0% | 989 | $361K |
| Covenant Asset Management, LLC | 0.08% | New | 985 | $359K |
| Peak Financial Advisors LLC | 0.21% | Reduce -1.5% | 981 | $358K |
| One Charles Private Wealth Services, LLC | 0.15% | Reduce -7.0% | 977 | $356K |
| Institutional & Family Asset Management, LLC | 0.05% | Reduce -15.0% | 977 | $356K |
| Blue Fin Capital, Inc. | 0.07% | Reduce -0.1% | 969 | $354K |
| Vision Capital Management, Inc. | 0.05% | No change | 968 | $353K |
| One Day In July LLC | 0.04% | Reduce -5.2% | 965 | $352K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -8.3% | 962 | $351K |
| Bigelow Investment Advisors, LLC | 0.17% | Reduce -2.0% | 960 | $350K |
| Tanager Wealth Management LLP | 0.05% | New | 959 | $350K |
| Broadleaf Partners, LLC | 0.08% | Add +0.8% | 957 | $349K |
| Trek Financial, LLC | 0.03% | Add +5.3% | 955 | $348K |
| Chemistry Wealth Management LLC | 0.09% | Reduce -5.9% | 952 | $347K |
| Grey Ledge Advisors, LLC | 0.09% | Add +0.1% | 949 | $346K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 949 | $346K |
| Abacus Planning Group, Inc. | 0.07% | Reduce -0.1% | 949 | $346K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 946 | $345K |
| Chilton Capital Management LLC | 0.02% | Reduce -62.6% | 931 | $339K |
| McCarthy & Cox | 0.13% | No change | 929 | $339K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -42.8% | 928 | $338K |
| Transform Wealth, LLC | 0.03% | Add +1.1% | 927 | $338K |
| Black Diamond Financial, LLC | 0.07% | Add +33.1% | 924 | $337K |
| Cardinal Point Capital Management ULC | 0.06% | No change | 923 | $336K |
| Round Rock Advisors LLC | 0.08% | Reduce -83.9% | 921 | $336K |
| Commons Capital, LLC | 0.40% | No change | 918 | $335K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | No change | 918 | $335K |
| Monument Capital Management | 0.10% | No change | 917 | $334K |
| Lionsbridge Wealth Management LLC | 0.27% | No change | 916 | $334K |
| Arcadia Investment Advisors LLC | 0.19% | No change | 913 | $333K |
| Private Management Group Inc. | 0.01% | Reduce -0.7% | 910 | $332K |
| Daymark Wealth Partners, LLC | 0.02% | New | 907 | $331K |
| Peoples Bank | 0.17% | Reduce -1.1% | 907 | $331K |
| Ironwood Investment Management LLC | 0.18% | No change | 906 | $330K |
| Wrapmanager Inc. | 0.09% | Reduce -38.5% | 906 | $330K |
| Operose Advisors LLC | 0.12% | No change | 905 | $330K |
| Berkeley, Inc | 0.20% | Reduce -13.0% | 903 | $329K |
| Lokken Investment Group LLC | 0.15% | No change | 901 | $328K |
| Elk River Wealth Management LLC | 0.06% | No change | 901 | $328K |
| Pacific Sun Financial Corp | 0.19% | Add +4.7% | 899 | $328K |
| Gemmer Asset Management LLC | 0.03% | No change | 896 | $327K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 890 | $324K |
| Clean Yield Group | 0.12% | No change | 888 | $324K |
| Aureus Asset Management, LLC | 0.02% | Reduce -39.4% | 888 | $324K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -14.1% | 885 | $323K |
| Cove Private Wealth, LLC | 0.26% | Add +9.3% | 885 | $323K |
| JGP Wealth Management, LLC | 0.05% | Add +13.2% | 885 | $323K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.3% | 880 | $321K |
| LongView Wealth Management | 0.12% | Add +8.4% | 875 | $319K |
| Phillips Financial Management, LLC | 0.03% | No change | 874 | $319K |
| Tradewinds, LLC. | 0.10% | New | 873 | $318K |
| Lion Street Advisors, LLC | 0.12% | New | 868 | $316K |
| RB Capital Management, LLC | 0.08% | Add +0.1% | 867 | $316K |
| Shufro Rose & Co. LLC | 0.03% | Reduce -8.0% | 864 | $315K |
| Riversedge Advisors, LLC | 0.08% | No change | 860 | $314K |
| World Equity Group, Inc. | 0.09% | Reduce -11.4% | 854 | $311K |
| Centerpoint Advisors, LLC | 0.11% | New | 854 | $311K |
| S&T Bank | 0.08% | Reduce -30.0% | 852 | $311K |
| Sage Private Wealth Group, LLC | 0.26% | New | 853 | $311K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 838 | $308K |
| Ulland Investment Advisors, LLC | 0.23% | No change | 845 | $308K |
| ABLE Financial Group, LLC | 0.11% | No change | 844 | $308K |
| Shepherd Financial Partners LLC | 0.04% | No change | 843 | $307K |
| Millennium Capital Advisors, LLC | 0.20% | No change | 837 | $305K |
| Goodwin Investment Advisory | 0.14% | New | 836 | $305K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -3.2% | 835 | $304K |
| Foster & Motley Inc. | 0.02% | Reduce -6.9% | 835 | $304K |
| Cedar Wealth Management, LLC | 0.10% | No change | 832 | $303K |
| Dynasty Wealth Management, LLC | 0.01% | New | 831 | $303K |
| Maple Capital Management, Inc. | 0.02% | New | 829 | $302K |
| Cape Cod Five Cents Savings Bank | 0.03% | Reduce -1.4% | 827 | $301K |
| Prospect Financial Services LLC | 0.23% | Reduce -7.6% | 826 | $301K |
| Janney Capital Management LLC | 0.02% | No change | 826 | $301K |
| Aspect Partners, LLC | 0.18% | No change | 825 | $301K |
| Precedent Wealth Partners, LLC | 0.12% | No change | 825 | $301K |
| Planning Center, Inc. | 0.04% | New | 823 | $300K |
| Rothschild Wealth LLC | 0.10% | No change | 822 | $300K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 822 | $300K |
| Parker Investment Management, LLC | 0.05% | No change | 821 | $299K |
| M3 Advisory Group, LLC | 0.25% | Add +2.1% | 821 | $299K |
| Newton One Investments LLC | 0.13% | No change | 819 | $299K |
| Fort Point Capital Partners LLC | 0.04% | No change | 817 | $298K |
| Fiera Capital Corp | 0.00% | Reduce -3.8% | 817 | $298K |
| Facet Wealth, Inc. | 0.01% | Reduce -0.5% | 848 | $296K |
| Range Financial Group LLC | 0.15% | No change | 810 | $295K |
| Orion Capital Management LLC | 0.16% | No change | 810 | $295K |
| Lakeshore Financial Planning, Inc. | 0.14% | No change | 810 | $295K |
| Columbia Asset Management | 0.06% | No change | 810 | $295K |
| Sfmg, LLC | 0.03% | Reduce -2.2% | 809 | $295K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | No change | 807 | $294K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -5.7% | 807 | $294K |
| Steele Capital Management, Inc. | 0.02% | No change | 807 | $294K |
| Tiller Private Wealth, Inc. | 0.13% | No change | 806 | $294K |
| Grandfield & Dodd, LLC | 0.02% | No change | 804 | $293K |
| UNIVEST FINANCIAL Corp | 0.08% | No change | 803 | $293K |
| Vertex Planning Partners, LLC | 0.08% | Reduce -57.2% | 800 | $292K |
| Eastover Investment Advisors LLC | 0.14% | No change | 782 | $290K |
| Carson Advisory Inc. | 0.20% | Reduce -0.9% | 795 | $290K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 791 | $288K |
| Baugh & Associates, LLC | 0.15% | Reduce -8.1% | 790 | $288K |
| Prepared Retirement Institute LLC | 0.19% | Add +4.4% | 790 | $288K |
| Austin Asset Management Co Inc | 0.06% | Reduce -10.3% | 788 | $287K |
| Baker Tilly Wealth Management, LLC | 0.12% | Reduce -70.2% | 784 | $286K |
| Auxano Advisors, LLC | 0.08% | Reduce -3.7% | 783 | $285K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -0.6% | 782 | $285K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | Reduce -2.0% | 815 | $284K |
| Marietta Investment Partners LLC | 0.06% | Reduce -1.0% | 780 | $284K |
| L.M. Kohn & Company | 0.08% | Reduce -1.5% | 779 | $284K |
| Cornerstone Management, Inc. | 0.06% | Reduce -1.5% | 778 | $284K |
| Kelman-Lazarov, Inc. | 0.05% | Reduce -1.7% | 772 | $281K |
| Boston Research & Management Inc. | 0.07% | No change | 772 | $281K |
| MGB Wealth Management, LLC | 0.11% | No change | 750 | $281K |
| Emergent Wealth Advisors, LLC | 0.22% | Add +0.1% | 767 | $280K |
| Roundview Capital LLC | 0.02% | Reduce -14.0% | 766 | $279K |
| Washington Trust Bank | 0.03% | Reduce -27.6% | 765 | $279K |
| DRW Securities, LLC | 0.02% | Add +7.0% | 765 | $279K |
| Matisse Capital | 0.14% | Add +1.6% | 764 | $278K |
| Tyler-Stone Wealth Management | 0.11% | No change | 760 | $277K |
| Redwood Financial Network Corp | 0.23% | Reduce -2.2% | 759 | $277K |
| Secure Asset Management, LLC | 0.05% | New | 756 | $276K |
| Main Street Research LLC | 0.02% | Add +8.5% | 754 | $275K |
| Hobbs Group Advisors, LLC | 0.10% | — | 753 | $274K |
| Brave Asset Management Inc. | 0.07% | No change | 752 | $274K |
| Legacy Bridge, LLC | 0.16% | No change | 750 | $273K |
| Creative Capital Management Investments LLC | 0.13% | No change | 750 | $273K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 747 | $272K |
| Norden Group LLC | 0.06% | No change | 746 | $272K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +29.6% | 744 | $271K |
| Cornerstone National Bank & Trust Co | 0.13% | Reduce -17.0% | 741 | $270K |
| First National Bank & Trust Co. of Newtown | 0.05% | No change | 741 | $270K |
| Sterling Wealth Management, Inc. | 0.13% | Add +0.1% | 740 | $270K |
| Certus Wealth Management, LLC | 0.20% | No change | 739 | $269K |
| Novare Capital Management LLC | 0.02% | No change | 738 | $269K |
| Aurora Private Wealth, Inc. | 0.24% | Add +0.1% | 738 | $269K |
| Boston Common Asset Management, LLC | 0.01% | No change | 738 | $269K |
| Prosperity Financial Group, Inc. | 0.17% | New | 727 | $265K |
| J. Safra Sarasin Holding AG | 0.00% | — | 727 | $265K |
| Horizons Wealth Management | 0.21% | No change | 732 | $265K |
| Avondale Wealth Management | 0.18% | No change | 725 | $264K |
| Allied Investment Advisors, LLC | 0.06% | No change | 724 | $264K |
| Fortitude Family Office, LLC | 0.15% | New | 723 | $264K |
| MainStreet Investment Advisors LLC | 0.03% | No change | 723 | $264K |
| Basepoint Wealth LLC | 0.21% | Add +0.1% | 722 | $263K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -8.3% | 722 | $263K |
| Old Second National Bank of Aurora | 0.07% | Reduce -2.7% | 721 | $263K |
| LaFleur & Godfrey LLC | 0.04% | No change | 720 | $262K |
| TD Capital Management LLC | 0.03% | No change | 717 | $262K |
| Safeguard Investment Advisory Group, LLC | 0.08% | No change | 716 | $261K |
| IFS Advisors, LLC | 0.22% | Reduce -47.3% | 714 | $260K |
| Jamison Private Wealth Management, Inc. | 0.04% | No change | 714 | $260K |
| WealthTrust Axiom LLC | 0.09% | Add +0.1% | 714 | $260K |
| First National Bank of Omaha | 0.02% | New | 713 | $260K |
| Trust Co | 0.03% | No change | 709 | $258K |
| RVW Wealth, LLC | 0.03% | Reduce -48.5% | 708 | $258K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 851 | $258K |
| Morton Brown Family Wealth, LLC | 0.10% | No change | 709 | $258K |
| Realta Investment Advisors | 0.05% | Reduce -27.5% | 705 | $257K |
| Foster Group, Inc. | 0.01% | Reduce -23.9% | 702 | $256K |
| Sequent Asset Management, LLC | 0.13% | Reduce -29.3% | 700 | $255K |
| Morse Asset Management, Inc | 0.06% | New | 700 | $255K |
| Aldebaran Financial Inc. | 0.33% | New | 694 | $253K |
| First County Bank | 0.13% | No change | 693 | $253K |
| Affinity Wealth Management LLC | 0.05% | Reduce -2.5% | 690 | $252K |
| Cooper/Haims Advisors, LLC | 0.14% | No change | 687 | $250K |
| Oak Harvest Investment Services | 0.04% | Reduce -0.1% | 686 | $250K |
| Aspen Investment Management Inc | 0.12% | Add +13.3% | 680 | $248K |
| Acorn Financial Advisory Services Inc. | 0.05% | No change | 679 | $248K |
| Strata Wealth Advisors, LLC | 0.09% | No change | 678 | $247K |
| Pacific Center for Financial Services | 0.07% | No change | 673 | $245K |
| Indie Asset Partners, LLC | 0.20% | Add +7.0% | 672 | $245K |
| Capital Management Associates, Inc | 0.15% | No change | 669 | $244K |
| Everpar Advisors LLC | 0.12% | Reduce -21.4% | 669 | $244K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -13.7% | 669 | $244K |
| Standard Family Office LLC | 0.31% | No change | 668 | $243K |
| Robinswood Financial LLC | 0.10% | Reduce -10.2% | 667 | $243K |
| Cetera Trust Company, N.A | 0.15% | No change | 666 | $243K |
| Uptick Partners, LLC | 0.19% | No change | 720 | $243K |
| Mayfair Advisory Group, LLC | 0.16% | Add +5.2% | 643 | $242K |
| 49 Wealth Management, LLC | 0.05% | New | 658 | $242K |
| Investors Research Corp | 0.06% | Add +3.8% | 664 | $242K |
| Northwest Financial Advisors | 0.25% | Add +7.5% | 663 | $242K |
| Strategy Asset Managers LLC | 0.05% | Reduce -30.7% | 877 | $241K |
| Bowman & Co S.C. | 0.14% | Add +0.1% | 660 | $241K |
| Collaborative Wealth Managment Inc. | 0.12% | Add +7.7% | 658 | $240K |
| Trivium Point Advisory, LLC | 0.04% | No change | 658 | $240K |
| Canopy Partners, LLC | 0.11% | No change | 657 | $239K |
| Randolph Co Inc | 0.03% | Reduce -5.1% | 655 | $239K |
| Optiver Holding B.V. | 0.00% | New | 655 | $239K |
| Callan Capital, LLC | 0.02% | No change | 652 | $238K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -23.1% | 651 | $237K |
| Security Financial Services, INC. | 0.05% | No change | 649 | $237K |
| MKT Advisors LLC | 0.12% | Reduce -8.8% | 621 | $235K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 646 | $235K |
| HM Payson & Co. | 0.00% | Reduce -4.2% | 645 | $235K |
| Q3 Asset Management | 0.05% | New | 645 | $235K |
| Global Assets Advisory, LLC | 0.37% | No change | 643 | $234K |
| All Terrain Financial Advisors, LLC | 0.10% | No change | 643 | $234K |
| Howard Financial Services, LTD. | 0.04% | Add +0.2% | 643 | $234K |
| Oxbow Advisors, LLC | 0.03% | No change | 641 | $234K |
| Fiduciary Group, LLC | 0.03% | No change | 641 | $234K |
| Aspire Wealth Management Corp | 0.13% | Add +42.2% | 640 | $233K |
| Davidson Investment Advisors | 0.01% | New | 633 | $231K |
| Stephen J. Garry & Associates, LLC | 0.23% | No change | 630 | $230K |
| Granite Group Advisors, LLC | 0.17% | Reduce -1.6% | 630 | $230K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 630 | $230K |
| Gill Capital Partners, LLC | 0.09% | No change | 629 | $229K |
| Solutions 4 Wealth, Ltd | 0.52% | New | 628 | $229K |
| Montz Harcus Wealth Management LLC | 0.15% | No change | 626 | $228K |
| Act Wealth Management, LLC | 0.11% | Reduce -16.4% | 625 | $228K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 625 | $228K |
| Bay Rivers Group | 0.12% | Reduce -1.1% | 624 | $227K |
| Powell Investment Advisors, LLC | 0.12% | New | 624 | $227K |
| Advus Financial Partners, LLC | 0.07% | Reduce -0.3% | 620 | $226K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 618 | $225K |
| HCR Wealth Advisors | 0.03% | New | 617 | $225K |
| Philadelphia Trust Co. | 0.02% | No change | 616 | $225K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -19.2% | 617 | $225K |
| Kelleher Financial Advisors | 0.09% | No change | 613 | $223K |
| Platform Technology Partners | 0.08% | — | 613 | $223K |
| Hilton Capital Management, LLC | 0.02% | No change | 612 | $223K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 610 | $222K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.01% | New | 610 | $222K |
| TPG Advisors LLC | 0.19% | — | 610 | $222K |
| Exchange Capital Management, Inc. | 0.04% | No change | 610 | $222K |
| Holderness Investments Co. | 0.05% | No change | 609 | $222K |
| Valtinson Bruner Financial Planning LLC | 0.09% | New | 607 | $221K |
| RDA Financial Network | 0.07% | Reduce -18.6% | 604 | $220K |
| 1776 Wealth LLC | 0.10% | No change | 603 | $220K |
| Werba Rubin Papier Wealth Management | 0.06% | Reduce -27.1% | 602 | $219K |
| Garrett Wealth Advisory Group, LLC | 0.08% | New | 602 | $219K |
| Vestor Capital, LLC | 0.02% | No change | 601 | $219K |
| Tompkins Financial Corp. | 0.02% | New | 600 | $219K |
| Eagle Ridge Investment Management | 0.02% | No change | 600 | $219K |
| Register Financial Advisors LLC | 0.11% | Add +1.0% | 599 | $218K |
| Benin Management CORP | 0.07% | Reduce -14.4% | 596 | $217K |
| LVW Advisors, LLC | 0.03% | New | 592 | $216K |
| Fort Pitt Capital Group, LLC | 0.01% | New | 590 | $215K |
| American National Bank & Trust | 0.03% | Reduce -3.4% | 589 | $215K |
| Kellett Wealth Advisors, LLC | 0.17% | Reduce -14.2% | 584 | $213K |
| New England Professional Planning Group Inc. | 0.11% | New | 584 | $213K |
| CVA Family Office, LLC | 0.04% | No change | 584 | $213K |
| Future Financial Wealth Managment LLC | 0.19% | Reduce -15.5% | 583 | $213K |
| 180 Wealth Advisors, LLC | 0.03% | New | 560 | $210K |
| Burt Wealth Advisors | 0.06% | New | 575 | $210K |
| Boston Trust Walden Corp | 0.00% | New | 575 | $210K |
| Bank of Marin | 0.18% | New | 573 | $209K |
| Vickerman Investment Advisors, Inc. | 0.07% | New | 572 | $209K |
| TFG Advisers LLC | 0.08% | New | 571 | $208K |
| HTLF Bank | 0.02% | New | 569 | $207K |
| Afg Fiduciary Services Limited Partnership | 0.14% | New | 563 | $207K |
| Burns Matteson Capital Management, LLC | 0.13% | New | 566 | $206K |
| Childress Capital Advisors, LLC | 0.06% | New | 566 | $206K |
| Lazari Capital Management, Inc. | 0.09% | New | 564 | $206K |
| Advisory Services & Investments, LLC | 0.14% | New | 564 | $206K |
| Astoria Portfolio Advisors LLC. | 0.07% | New | 561 | $204K |
| Cascade Investment Group, Inc. | 0.16% | New | 560 | $204K |
| Sugar Maple Asset Management, LLC | 0.20% | New | 559 | $204K |
| West Branch Capital LLC | 0.08% | No change | 557 | $203K |
| Beck Bode, LLC | 0.04% | New | 554 | $202K |
| Focused Wealth Management, Inc | 0.03% | New | 551 | $201K |
| WBH Advisory Inc. | 0.02% | New | 550 | $201K |
| Arbor Wealth Advisors LLC | 0.20% | New | 550 | $200K |
| Annapolis Financial Services, LLC | 0.06% | No change | 550 | $200K |
| Jackson Thornton Wealth Management, LLC | 0.03% | New | 550 | $200K |
| AQR Capital Management | 0.00% | New | 550 | $200K |
| Wells Trecaso Financial Group, LLC | 0.07% | Reduce -24.2% | 549 | $200K |
| FinTrust Capital Advisors, LLC | 0.04% | Reduce -15.1% | 546 | $199K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | No change | 535 | $195K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 530 | $193K |
| Mb, Levis & Associates, LLC | 0.10% | No change | 524 | $191K |
| Core Alternative Capital | 0.04% | No change | 519 | $189K |
| Fairscale Capital, LLC | 0.17% | — | 501 | $189K |
| Olistico Wealth, LLC | 0.12% | New | 516 | $188K |
| Cassady Schiller Wealth Management, LLC | 0.08% | Reduce -7.4% | 513 | $187K |
| Arcadia Investment Management Corp. | 0.03% | Add +58.0% | 504 | $184K |
| Coombe, Bender & Co LLC | 0.11% | New | 498 | $182K |
| Global Wealth Strategies & Associates | 0.06% | No change | 494 | $180K |
| Davis Capital Management | 0.15% | Add +529.9% | 485 | $178K |
| Front Row Advisors LLC | 0.06% | Reduce -3.0% | 488 | $178K |
| First PREMIER Bank | 0.05% | No change | 483 | $176K |
| Clear Point Advisors Inc. | 0.14% | Reduce -22.4% | 468 | $171K |
| WealthCollab, LLC | 0.12% | No change | 462 | $168K |
| Bear Mountain Capital, Inc. | 0.07% | Reduce -7.1% | 442 | $167K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -17.1% | 451 | $164K |
| Capital Investment Counsel, Inc | 0.02% | No change | 450 | $164K |
| Horrell Capital Management, Inc. | 0.05% | No change | 450 | $164K |
| PFG Private Wealth Management, LLC | 0.10% | No change | 440 | $160K |
| Kiely Wealth Advisory Group, Inc. | 0.09% | No change | 466 | $159K |
| Arjuna Capital | 0.04% | No change | 431 | $157K |
| Legend Financial Advisors, Inc. | 0.11% | Reduce -5.5% | 427 | $156K |
| Opal Wealth Advisors, LLC | 0.05% | Reduce -31.2% | 426 | $155K |
| Westend Capital Management, LLC | 0.05% | No change | 420 | $155K |
| Missouri Trust & Investment Co | 0.05% | Reduce -42.9% | 400 | $146K |
| Caitlin John, LLC | 0.11% | Reduce -1.0% | 398 | $145K |
| Private Wealth Management Group, LLC | 0.06% | New | 395 | $144K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 387 | $141K |
| JDM Financial Group LLC | 0.09% | Add +0.3% | 377 | $137K |
| First Personal Financial Services | 0.03% | Reduce -31.9% | 365 | $133K |
| SJS Investment Consulting Inc. | 0.03% | No change | 365 | $133K |
| Viewpoint Capital Management LLC | 0.08% | New | 362 | $132K |
| Perkins Coie Trust Co | 0.03% | Reduce -7.9% | 360 | $131K |
| SRH Advisors, LLC | 0.04% | No change | 356 | $130K |
| SIMA Wealth Partners, LLC | 0.12% | — | 354 | $129K |
| Morling Financial Advisors, LLC | 0.06% | No change | 354 | $129K |
| Mitchell Sinkler & Starr | 0.03% | Add +84.2% | 350 | $127K |
| TruNorth Capital Management, LLC | 0.04% | Reduce -45.9% | 349 | $127K |
| Strategic Financial Concepts, LLC | 0.07% | Add +28897.3% | 457,288 | $122K |
| Pineridge Advisors LLC | 0.04% | No change | 325 | $118K |
| CarsonAllaria Wealth Management, Ltd. | 0.07% | No change | 323 | $118K |
| Evergreen Private Wealth LLC | 0.06% | No change | 313 | $114K |
| Insight Inv LLC | 0.10% | No change | 311 | $114K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 310 | $113K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 310 | $113K |
| Templeton & Phillips Capital Management, LLC | 0.10% | No change | 300 | $109K |
| Trifecta Capital Advisors, LLC | 0.02% | Reduce -21.9% | 300 | $109K |
| Howe & Rusling Inc. | 0.01% | Reduce -25.9% | 292 | $106K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | No change | 286 | $104K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -2.1% | 283 | $104K |
| Smartleaf Asset Management LLC | 0.02% | Add +0.3% | 283 | $104K |
| Hills Bank & Trust Co | 0.01% | Reduce -26.0% | 285 | $104K |
| Granite Investment Partners, LLC | 0.00% | No change | 282 | $103K |
| SYM FINANCIAL Corp | 0.02% | Add +18.6% | 281 | $103K |
| Laffer Tengler Investments, Inc. | 0.03% | No change | 277 | $101K |
| Tidemark, LLC | 0.05% | Reduce -18.2% | 270 | $98K |
| Belmont Capital, LLC | 0.02% | No change | 266 | $97K |
| Clear Investment Research, LLC | 0.12% | No change | 257 | $94K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 255 | $93K |
| Field & Main Bank | 0.03% | No change | 255 | $93K |
| Central Bank & Trust Co. | 0.01% | No change | 248 | $90K |
| Albion Financial Group | 0.01% | No change | 239 | $87K |
| ARK Investment Management | 0.00% | Add +91.0% | 233 | $85K |
| Hanson & Doremus Investment Management | 0.01% | No change | 227 | $83K |
| Luken Investment Analytics, LLC | 0.04% | Reduce -15.7% | 225 | $82K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | No change | 242 | $82K |
| Continuum Advisory, LLC | 0.01% | Add +0.9% | 223 | $81K |
| United Community Bank | 0.03% | No change | 221 | $81K |
| Alcosta Capital Management, Inc. | 0.05% | No change | 213 | $78K |
| Custom Portfolio Group LLC | 0.06% | No change | 208 | $76K |
| Cypress Capital, LLC | 0.02% | New | 206 | $75K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 204 | $74K |
| RE Dickinson Investment Advisors, LLC | 0.04% | No change | 202 | $74K |
| Atlantic Private Wealth, LLC | 0.06% | No change | 202 | $74K |
| WR Wealth Planners, LLC | 0.02% | No change | 201 | $73K |
| Mill Capital Management, LLC | 0.01% | No change | 200 | $73K |
| Wolff Wiese Magana LLC | 0.06% | New | 195 | $71K |
| BBJS Financial Advisors, LLC | 0.03% | No change | 194 | $71K |
| Mendota Financial Group, LLC | 0.04% | No change | 189 | $69K |
| Financial Freedom, LLC | 0.04% | No change | 183 | $67K |
| Avion Wealth | 0.02% | No change | 183 | $66K |
| Redwood Wealth Management Group, LLC | 0.05% | New | 181 | $66K |
| Fairman Group, LLC | 0.07% | Add +4.7% | 177 | $64K |
| Lynx Investment Advisory | 0.05% | — | 171 | $63K |
| CNB Bank | 0.03% | Reduce -55.7% | 159 | $58K |
| Tanaka Capital Management Inc. | 0.13% | No change | 149 | $54K |
| Westside Investment Management, Inc. | 0.01% | New | 145 | $53K |
| Delta Asset Management LLC | 0.00% | No change | 140 | $51K |
| Richardson Financial Services Inc. | 0.03% | No change | 132 | $48K |
| Sound Income Strategies, LLC | 0.00% | Reduce -55.1% | 131 | $48K |
| Breakwater Investment Management | 0.02% | No change | 130 | $47K |
| Kimelman & Baird, LLC | 0.00% | — | 130 | $47K |
| Peoples Financial Services Corp. | 0.02% | New | 130 | $47K |
| Mascoma Wealth Management LLC | 0.01% | Add +104.8% | 129 | $47K |
| Strengthening Families & Communities, LLC | 0.01% | New | 119 | $44K |
| Clearstead Trust, LLC | 0.01% | No change | 119 | $43K |
| POM Investment Strategies, LLC | 0.03% | No change | 114 | $42K |
| Camelot Portfolios, LLC | 0.02% | New | 114 | $42K |
| HHM Wealth Advisors, LLC | 0.01% | Add +46.8% | 113 | $41K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -5.1% | 112 | $41K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 109 | $40K |
| Main Street Group, LTD | 0.02% | Reduce -17.4% | 100 | $37K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 100 | $36K |
| Citizens National Bank Trust Department | 0.01% | No change | 100 | $36K |
| TCTC Holdings, LLC | 0.00% | No change | 100 | $36K |
| Nemes Rush Group LLC | 0.00% | Add +188.2% | 98 | $36K |
| Creekmur Asset Management LLC | 0.01% | Add +29.5% | 79 | $29K |
| Morris Financial Concepts, Inc. | 0.01% | Reduce -3.7% | 78 | $28K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 77 | $28K |
| Twin Lakes Capital Management, LLC | 0.02% | No change | 71 | $26K |
| Gables Capital Management Inc. | 0.01% | No change | 69 | $25K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 66 | $24K |
| Emfo, LLC | 0.02% | No change | 63 | $23K |
| Banque Cantonale Vaudoise | 0.00% | No change | 60 | $22K |
| Tower View Wealth Management LLC | 0.01% | No change | 59 | $21K |
| Painted Porch Advisors LLC | 0.01% | New | 57 | $21K |
| HighMark Wealth Management LLC | 0.01% | No change | 56 | $20K |
| Raffa Wealth Management, LLC | 0.01% | No change | 55 | $20K |
| AllSquare Wealth Management LLC | 0.01% | No change | 54 | $20K |
| Armor Investment Advisors, LLC | 0.01% | No change | 50 | $18K |
| Gradient Investments LLC | 0.00% | New | 46 | $17K |
| Founders Capital Management | 0.01% | No change | 36 | $13K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 36 | $13K |
| Resources Management Corp. /CT/ | 0.00% | No change | 37 | $13K |
| Global Financial Private Client, LLC | 0.01% | No change | 35 | $13K |
| Red Tortoise LLC | 0.01% | No change | 33 | $12K |
| Pathway Financial Advisers, LLC | 0.00% | Add +6.1% | 35 | $12K |
| Rogco, LP | 0.00% | No change | 33 | $12K |
| Security National Bank | 0.00% | New | 31 | $11K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 30 | $11K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 27 | $10K |
| Broadwater Capital Management LLC | 0.01% | No change | 25 | $9K |
| Great Lakes Retirement, Inc. | 0.00% | New | 22 | $8K |
| Ridgewood Investments LLC | 0.00% | New | 21 | $8K |
| First Community Trust NA | 0.01% | No change | 20 | $7K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 18 | $7K |
| Triad Wealth Partners, LLC | 0.00% | New | 17 | $6K |
| Kelly Financial Services LLC | 0.00% | Reduce -10.5% | 17 | $6K |
| Toth Financial Advisory Corp. | 0.00% | No change | 17 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 16 | $6K |
| Winch Advisory Services, LLC | 0.00% | No change | 15 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 14 | $5K |
| Provident Wealth Management, LLC | 0.00% | New | 13 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -80.3% | 13 | $5K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -97.2% | 11 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 6 | $2K |
| Concord Wealth Partners | 0.00% | Reduce -99.6% | 3 | $1K |
| Toronto Dominion Bank | 0.00% | No change | 3 | $1K |
| Tucker Asset Management LLC | 0.00% | Reduce -93.3% | 2 | $729 |
| Bangor Savings Bank | 0.00% | No change | 1 | $365 |
"% of holder's portfolio" is IWF's weight in each manager's 13F, not the share of iShares Russell 1000 Growth the manager owns.