iShares Russell 1000 GrowthIWFETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 2,076 institutions reported holding iShares Russell 1000 Growth (IWF) in their 13F filings, up 45 from Q2 2024. 107 opened new positions and 63 sold out. The largest holders were Bank of America Corp. ($11.3B), Morgan Stanley ($9.8B) and FMR LLC ($3.7B). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares Russell 1000 Growth
- CUSIP
- 464287614
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $218.0M |
| Exits | 63 | $183.5M |
All 13F filers, Q2 2024 → Q3 2024: 4,591,964 shares bought and 8,841,357 shares sold, net −4,249,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,076 holders
| Bank of America Corp. | 0.99% | Reduce -0.4% | 30,105,812 | $11.3B |
| Morgan Stanley | 0.71% | Reduce -0.2% | 26,002,673 | $9.8B |
| FMR LLC | 0.22% | Reduce -1.2% | 9,741,346 | $3.7B |
| Goldman Sachs Group Inc. | 0.70% | Add +2.3% | 9,740,005 | $3.7B |
| JPMorgan Chase & Co. | 0.20% | Reduce -3.3% | 6,766,823 | $2.5B |
| UBS Group AG | 0.66% | Add +0.7% | 6,273,706 | $2.4B |
| Envestnet Asset Management Inc. | 0.63% | Add +1.5% | 5,225,928 | $2.0B |
| Northern Trust Corp. | 0.29% | Add +3.0% | 4,698,284 | $1.8B |
| Wells Fargo & Company | 0.38% | Reduce -0.7% | 4,115,021 | $1.5B |
| PNC Financial Services Group, Inc. | 0.75% | Reduce -0.3% | 3,133,470 | $1.2B |
| LPL Financial LLC | 0.51% | Add +3.5% | 3,027,221 | $1.1B |
| M&T Bank Corp | 3.49% | Add +1.1% | 2,828,962 | $1.1B |
| Raymond James & Associates | 0.60% | Add +0.5% | 2,625,912 | $985.7M |
| Baird Financial Group, Inc. | 1.72% | Add +5.7% | 2,362,045 | $886.7M |
| Truist Financial Corp. | 1.28% | Reduce -0.9% | 2,161,122 | $811.2M |
| Tiaa Trust, National Association | 2.38% | Reduce -1.6% | 2,127,879 | $798.8M |
| Commonwealth Equity Services, LLC | 1.19% | Reduce -5.5% | 2,095,361 | $786.6M |
| Signaturefd, LLC | 14.75% | Add +23.8% | 2,060,518 | $773.5M |
| Ameriprise Financial Inc. | 0.17% | Reduce -21.8% | 1,775,823 | $666.6M |
| Royal Bank of Canada | 0.14% | Reduce -2.9% | 1,636,224 | $614.2M |
| CHURCHILL MANAGEMENT Corp | 5.78% | Reduce -0.6% | 1,341,509 | $503.6M |
| Circle Wealth Management, LLC | 10.73% | Add +0.0% | 1,288,378 | $483.6M |
| Synovus Financial Corp. | 5.59% | Reduce -1.1% | 1,286,657 | $483.0M |
| Cetera Investment Advisers | 1.04% | Reduce -4.0% | 1,270,464 | $476.9M |
| Stifel Financial Corp. | 0.49% | Reduce -17.0% | 1,251,789 | $469.9M |
| Bank of New York Mellon Corp | 0.09% | Reduce -5.7% | 1,246,733 | $468.0M |
| American Century Companies Inc. | 0.25% | Reduce -25.7% | 1,137,290 | $426.9M |
| HighTower Advisors, LLC | 0.61% | Reduce -0.1% | 1,103,109 | $414.2M |
| GLOBALT Investments LLC / GA | 15.48% | Reduce -4.0% | 1,101,234 | $413.4M |
| US Bancorp \de | 0.53% | Reduce -4.2% | 1,098,499 | $412.4M |
| BlackRock, Inc. | 0.01% | — | 954,417 | $358.3M |
| Cerity Partners LLC | 0.78% | Add +13.2% | 934,462 | $350.8M |
| CIBC Private Wealth Group LLC | 0.62% | Add +10.6% | 917,226 | $344.3M |
| Nuveen Asset Management, LLC | 0.09% | Reduce -45.9% | 841,126 | $315.7M |
| Janney Montgomery Scott LLC | 0.83% | Add +2.1% | 794,863 | $298.4M |
| T. Rowe Price Associates Inc. | 0.03% | Add +3975.3% | 774,794 | $290.8M |
| Corient Private Wealth LP | 0.46% | Reduce -1.7% | 773,630 | $290.4M |
| Raymond James Financial Services Advisors, Inc. | 0.37% | Add +2.5% | 744,074 | $279.3M |
| Rockefeller Capital Management L.P. | 0.72% | Add +18.2% | 710,110 | $266.4M |
| Clearstead Advisors, LLC | 3.73% | Reduce -0.7% | 640,983 | $240.6M |
| Comerica Bank | 0.95% | Add +0.0% | 640,801 | $240.5M |
| Northwestern Mutual Wealth Management Co. | 0.21% | Add +0.1% | 616,021 | $231.2M |
| Citigroup Inc. | 0.21% | Add +1.2% | 615,455 | $231.0M |
| Osaic Holdings, Inc. | 0.52% | Reduce -15.3% | 609,983 | $229.0M |
| Waldron Private Wealth LLC | 9.31% | Reduce -5.6% | 596,894 | $224.1M |
| 1ST Source Bank | 12.38% | Reduce -0.3% | 584,046 | $219.2M |
| Cresset Asset Management, LLC | 0.82% | Reduce -0.1% | 562,100 | $211.0M |
| Mariner, LLC | 0.37% | Reduce -0.2% | 559,161 | $209.9M |
| Wellington Management Group LLP | 0.04% | Add +5975.8% | 540,989 | $203.1M |
| Two Sigma Investments, LP | 0.47% | Reduce -2.6% | 532,400 | $199.9M |
| MML Investors Services, LLC | 0.70% | Add +2.1% | 515,085 | $193.4M |
| Johnson Financial Group, Inc. | 8.68% | Reduce -9.5% | 505,972 | $189.9M |
| Choreo, LLC | 2.72% | Add +1.4% | 501,175 | $185.6M |
| Regions Financial Corp. | 1.32% | Reduce -1.5% | 490,089 | $184.0M |
| Captrust Financial Advisors | 0.49% | Add +0.8% | 440,843 | $165.5M |
| Commerce Bank | 1.01% | Reduce -4.2% | 440,482 | $165.3M |
| Creative Planning | 0.16% | Add +0.2% | 437,035 | $164.1M |
| Mercer Global Advisors Inc. | 0.38% | Reduce -13.1% | 433,906 | $161.0M |
| Fifth Third Bancorp | 0.58% | Reduce -2.0% | 428,468 | $160.8M |
| Staley Capital Advisers Inc. | 7.15% | Add +0.6% | 426,170 | $160.0M |
| Prudential Financial Inc. | 0.22% | Reduce -49.3% | 413,688 | $155.3M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Add +3.1% | 397,062 | $149.0M |
| Cullen/Frost Bankers, Inc. | 2.03% | Reduce -5.4% | 396,718 | $148.9M |
| MAI Capital Management | 1.41% | Reduce -3.5% | 392,959 | $147.5M |
| Stairway Partners, LLC | 9.30% | Add +12.2% | 386,706 | $145.2M |
| D.A. Davidson & Co. | 1.15% | Add +1.7% | 370,274 | $139.0M |
| Oakworth Capital, Inc. | 9.20% | Reduce -5.0% | 353,630 | $132.7M |
| Bank of Montreal | 0.06% | Add +1.9% | 343,052 | $128.2M |
| Thrivent Financial for Lutherans | 0.24% | Add +25.7% | 336,854 | $126.4M |
| Silvercrest Asset Management Group LLC | 0.79% | Reduce -9.9% | 309,590 | $116.2M |
| Orion Porfolio Solutions, LLC | 1.09% | Reduce -1.0% | 291,645 | $109.5M |
| Orion Portfolio Solutions, LLC | 1.09% | Reduce -1.0% | 291,645 | $109.5M |
| Private Advisor Group, LLC | 0.67% | Reduce -2.7% | 285,823 | $107.3M |
| Modera Wealth Management, LLC | 1.33% | Reduce -1.3% | 278,159 | $104.4M |
| Focus Partners Wealth | 0.33% | Reduce -79.6% | 276,363 | $103.7M |
| Ieq Capital, LLC | 1.27% | Add +1.8% | 275,712 | $103.5M |
| Stephens Inc. | 1.42% | Reduce -0.2% | 267,157 | $100.3M |
| Jones Financial Companies LLLP | 0.10% | Add +17.6% | 263,827 | $98.6M |
| Pathstone Holdings, LLC | 0.44% | Add +1.5% | 261,958 | $98.3M |
| Moneta Group Investment Advisors LLC | 1.41% | Reduce -3.6% | 259,415 | $97.4M |
| Simon Quick Advisors, LLC | 6.14% | Reduce -0.3% | 258,733 | $97.1M |
| Confluence Wealth Services, Inc. | 6.99% | Add +5.9% | 254,578 | $95.6M |
| Equitable Holdings, Inc. | 0.86% | Reduce -21.7% | 237,384 | $89.1M |
| Keybank National Association | 0.34% | Reduce -1.7% | 234,230 | $87.9M |
| Bridges Investment Management Inc. | 1.21% | Reduce -6.9% | 230,413 | $86.5M |
| Bank of Nova Scotia | 0.17% | No change | 229,000 | $86.0M |
| Avantax Advisory Services, Inc. | 0.55% | Add +7.2% | 223,419 | $83.9M |
| TruWealth Advisors, LLC | 5.07% | Add +2.3% | 220,249 | $82.7M |
| EP Wealth Advisors, LLC | 0.71% | Add +27.4% | 218,669 | $82.1M |
| Two Sigma Advisers, LP | 0.19% | Reduce -35.6% | 218,000 | $81.8M |
| Natixis Advisors, LLC | 0.15% | Reduce -17.0% | 211,783 | $79.5M |
| Brown Advisory Inc. | 0.10% | Add +13.4% | 210,883 | $79.2M |
| HSBC Holdings PLC | 0.05% | Reduce -2.6% | 210,700 | $79.1M |
| Steward Partners Investment Advisory, LLC | 0.73% | Add +0.3% | 210,521 | $79.0M |
| Beacon Pointe Advisors, LLC | 0.91% | Reduce -1.5% | 210,104 | $78.9M |
| MV Capital Management, Inc. | 8.25% | Reduce -3.3% | 207,116 | $77.7M |
| Cedar Mountain Advisors, LLC | 17.38% | Reduce -9.5% | 205,416 | $77.1M |
| First Business Financial Services, Inc. | 7.63% | Reduce -3.6% | 203,112 | $76.2M |
| NewEdge Advisors, LLC | 0.49% | Reduce -9.1% | 202,236 | $75.9M |
| Blair William & Co. | 0.22% | Reduce -0.5% | 201,541 | $75.7M |
| Allspring Global Investments Holdings, LLC | 0.12% | Reduce -4.3% | 199,307 | $74.8M |
| Mesirow Financial Investment Management, Inc. | 1.45% | Add +1.6% | 199,184 | $74.8M |
| Baker Avenue Asset Management, LP | 2.31% | Reduce -0.2% | 193,979 | $72.8M |
| Graypoint LLC | 4.61% | Add +1.3% | 191,261 | $71.8M |
| Alliancebernstein L.P. | 0.02% | Reduce -85.3% | 190,602 | $71.5M |
| Pinnacle Financial Partners Inc | 1.35% | Add +0.7% | 178,856 | $67.1M |
| J.Safra Asset Management Corp | 6.07% | Reduce -9.4% | 170,973 | $63.9M |
| Kestra Advisory Services, LLC | 0.35% | Reduce -5.5% | 169,843 | $63.8M |
| Stephens Group Asset Management, LLC | 5.26% | Reduce -8.4% | 167,800 | $63.0M |
| Ascent Wealth Partners, LLC | 8.74% | Reduce -0.6% | 167,077 | $62.7M |
| NorthCoast Asset Management LLC | 0.44% | Reduce -0.1% | 645,086 | $62.3M |
| Polen Capital Management LLC | 0.16% | Reduce -45.5% | 162,206 | $60.9M |
| FSA Wealth Management LLC | 23.28% | — | 155,251 | $58.3M |
| Waverly Advisors, LLC | 1.06% | Reduce -11.3% | 153,606 | $57.7M |
| Covenant Partners, LLC | 16.72% | Add +2.9% | 153,019 | $57.4M |
| Lido Advisors, LLC | 0.43% | Reduce -0.0% | 151,266 | $56.8M |
| Capital Advisors, Ltd. LLC | 7.03% | Reduce -0.3% | 151,054 | $56.7M |
| Principal Financial Group Inc. | 0.03% | Reduce -12.2% | 146,858 | $55.1M |
| Lwmg, LLC | 10.40% | Add +3.4% | 145,765 | $54.7M |
| Summit Trail Advisors, LLC | 1.32% | Add +4.3% | 142,216 | $53.4M |
| AMG National Trust Bank | 1.42% | Reduce -1.1% | 139,951 | $52.5M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +2.4% | 138,410 | $52.0M |
| TD Private Client Wealth LLC | 1.47% | Add +2.3% | 135,929 | $51.0M |
| One Capital Management, LLC | 1.62% | Reduce -0.7% | 135,659 | $50.9M |
| Sanctuary Advisors, LLC | 0.32% | Add +29.4% | 127,249 | $50.2M |
| Cynosure Group, LLC | 7.25% | Reduce -0.7% | 132,549 | $49.8M |
| Avidian Wealth Enterprises, LLC | 2.25% | Reduce -2.0% | 132,127 | $49.6M |
| Allworth Financial LP | 0.30% | Reduce -1.5% | 132,055 | $49.6M |
| Nadler Financial Group, Inc. | 5.45% | Reduce -1.6% | 131,738 | $49.5M |
| Kensington Asset Management, LLC | 2.69% | New | 130,900 | $49.0M |
| Paulson Wealth Management Inc. | 13.08% | Add +5.5% | 130,277 | $48.9M |
| Flaharty Asset Management, LLC | 6.88% | Reduce -1.5% | 130,266 | $48.9M |
| Rwa Wealth Partners, LLC | 0.61% | Reduce -24.4% | 130,185 | $48.9M |
| Rodgers & Associates, LTD | 5.76% | Reduce -4.4% | 128,691 | $48.3M |
| Berkshire Money Management, Inc. | 5.47% | Reduce -1.2% | 127,351 | $47.8M |
| Marquette Asset Management, LLC | 7.39% | Reduce -0.7% | 124,108 | $46.6M |
| Robertson Stephens Wealth Management, LLC | 1.71% | Reduce -0.1% | 123,759 | $46.5M |
| RTD Financial Advisors, Inc. | 5.82% | Reduce -7.9% | 122,413 | $46.0M |
| NorthRock Partners, LLC | 1.51% | Reduce -2.2% | 122,318 | $45.9M |
| Hantz Financial Services, Inc. | 0.81% | Add +0.4% | 121,134 | $45.5M |
| Wealthspire Advisors, LLC | 0.46% | Add +5.7% | 119,266 | $44.8M |
| Integrated Investment Consultants, LLC | 9.74% | Add +46.0% | 119,136 | $44.7M |
| Deutsche Bank AG | 0.02% | Reduce -6.1% | 118,263 | $44.4M |
| First Horizon Advisors, Inc. | 1.23% | Reduce -1.0% | 118,140 | $44.3M |
| Relyea Zuckerberg Hanson LLC | 6.68% | Add +1.1% | 116,937 | $43.9M |
| Financial Counselors Inc. | 0.65% | Reduce -2.0% | 116,665 | $43.8M |
| NewEdge Wealth, LLC | 0.78% | Reduce -2.8% | 115,541 | $43.4M |
| Baron Silver Stevens Financial Advisors, LLC | 7.52% | Reduce -0.1% | 114,767 | $43.1M |
| Savant Capital, LLC | 0.36% | Add +8.8% | 114,063 | $42.8M |
| Alera Investment Advisors, LLC | 4.87% | Reduce -12.4% | 110,420 | $41.4M |
| RMR Wealth Builders | 4.34% | Reduce -2.0% | 109,004 | $40.9M |
| Hirtle & Co., LLC | 1.91% | Reduce -3.3% | 107,692 | $40.4M |
| Capstone Financial Advisors, Inc. | 2.49% | Add +0.0% | 107,692 | $40.4M |
| Mission Wealth Management, LP | 1.00% | Reduce -1.6% | 107,224 | $40.2M |
| E&G Advisors, LLC | 11.00% | Reduce -0.4% | 105,965 | $39.7M |
| LBJ Family Wealth Advisors, Ltd. | 23.53% | Reduce -1.2% | 105,640 | $39.7M |
| Badgley Phelps Wealth Managers, LLC | 0.90% | Add +0.5% | 103,624 | $38.9M |
| Sheridan Capital Management, LLC | 26.93% | Reduce -0.0% | 101,544 | $38.1M |
| Bokf, NA | 0.66% | Reduce -1.0% | 101,041 | $37.5M |
| Johnson Investment Counsel Inc. | 0.37% | Reduce -2.7% | 98,912 | $37.1M |
| Caisse de depot et placement du Quebec | 0.07% | Reduce -21.6% | 98,000 | $36.8M |
| Oppenheimer & Co. Inc. | 0.56% | Add +2.1% | 97,283 | $36.5M |
| Accredited Investors Inc. | 2.07% | Reduce -0.9% | 96,586 | $36.3M |
| Lindbrook Capital, LLC | 3.19% | Reduce -2.7% | 95,874 | $36.0M |
| Jmac Enterprises LLC | 5.72% | Add +2.5% | 95,397 | $35.8M |
| Portfolio Strategies, Inc. | 4.78% | Reduce -1.8% | 94,230 | $35.4M |
| Kestra Private Wealth Services, LLC | 0.64% | Reduce -12.6% | 93,033 | $34.9M |
| Brighton Jones LLC | 1.26% | Add +0.9% | 89,173 | $33.5M |
| Parkside Financial Bank & Trust | 4.64% | Reduce -0.2% | 88,549 | $33.2M |
| JFS Wealth Advisors, LLC | 2.21% | Add +1.2% | 88,023 | $33.0M |
| Capital Advisors Wealth Management, LLC | 6.08% | Reduce -2.1% | 87,923 | $33.0M |
| BTC Capital Management, Inc. | 2.93% | Reduce -3.1% | 87,867 | $33.0M |
| CX Institutional | 1.46% | Reduce -0.3% | 87,713 | $32.9M |
| Saiph Capital, LLC | 15.48% | Reduce -13.2% | 87,641 | $32.9M |
| Simmons Bank | 2.37% | Reduce -3.4% | 87,316 | $32.8M |
| BTG Pactual Asset Management US LLC | 4.74% | Add +22.6% | 102,909 | $32.7M |
| Old National Bancorp | 0.75% | Reduce -0.5% | 86,211 | $32.4M |
| Fulton Bank, N.A. | 1.23% | Add +0.9% | 86,172 | $32.3M |
| Tsfg, LLC | 7.01% | Reduce -0.4% | 85,556 | $32.1M |
| United Capital Financial Advisors, LLC | 0.26% | Reduce -2.0% | 85,450 | $32.1M |
| Woodard & Co. Asset Management Group Inc. | 6.99% | Reduce -6.5% | 82,845 | $31.1M |
| Wellspring Financial Advisors, LLC | 3.69% | Add +23.3% | 82,455 | $31.0M |
| XML Financial, LLC | 2.83% | Add +0.8% | 81,094 | $30.4M |
| Black Swift Group, LLC | 6.59% | Reduce -2.3% | 79,502 | $29.8M |
| Ullmann Wealth Partners Group, LLC | 3.77% | Add +1.0% | 77,726 | $29.2M |
| Montecito Bank & Trust | 4.95% | Reduce -1.8% | 77,409 | $29.1M |
| Highland Capital Management, LLC | 1.64% | Add +0.1% | 76,681 | $28.8M |
| Country Club Bank | 1.84% | Reduce -2.8% | 73,800 | $27.6M |
| Whitegate Investment Counselors, Inc. | 7.31% | Reduce -2.4% | 73,421 | $27.6M |
| Ellenbecker Investment Group | 5.21% | Add +2.8% | 73,362 | $27.5M |
| Legacy Edge Advisors, LLC | 4.36% | Add +4.4% | 72,728 | $27.3M |
| Sanchez Wealth Management Group | 8.26% | Reduce -0.4% | 72,176 | $27.1M |
| Cwm, LLC | 0.12% | Reduce -2.5% | 71,640 | $26.9M |
| Barclays PLC | 0.01% | Reduce -58.7% | 70,590 | $26.5M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -6.3% | 70,189 | $26.3M |
| Jasper Ridge Partners, L.P. | 0.75% | No change | 69,729 | $26.2M |
| Avantax Planning Partners, Inc. | 0.94% | Reduce -21.6% | 69,452 | $26.1M |
| MetLife Investment Management, LLC | 0.15% | Add +8.1% | 69,300 | $26.0M |
| Corundum Group, Inc. | 11.81% | Reduce -4.4% | 68,965 | $25.9M |
| Edge Capital Group, LLC | 1.15% | Reduce -1.5% | 68,951 | $25.9M |
| Nwam LLC | 1.56% | New | 68,197 | $25.6M |
| Ameritas Advisory Services, LLC | 1.09% | Add +17.8% | 67,421 | $25.3M |
| Capital Planning Advisors, LLC | 3.81% | Reduce -1.1% | 67,158 | $25.2M |
| Atria Wealth Solutions, Inc. | 0.27% | Add +5.2% | 67,072 | $25.2M |
| Jennison Associates LLC | 0.02% | Add +112.6% | 66,626 | $25.0M |
| Allianz Asset Management GmbH | 0.04% | Reduce -33.5% | 66,550 | $25.0M |
| Raymond James Trust N.A. | 0.54% | Add +0.3% | 65,653 | $24.6M |
| Carolinas Wealth Consulting LLC | 4.37% | Reduce -1.1% | 64,208 | $24.1M |
| Sowell Financial Services LLC | 1.12% | Reduce -2.9% | 64,093 | $24.1M |
| Bluesphere Advisors LLC | 11.85% | Reduce -36.2% | 63,858 | $24.0M |
| Condor Capital Management | 2.15% | Add +2.4% | 63,584 | $23.9M |
| Global Retirement Partners, LLC | 0.72% | Reduce -11.9% | 63,523 | $23.8M |
| HB Wealth Management, LLC | 0.25% | Add +6.8% | 62,662 | $23.5M |
| Smith, Moore & Co. | 2.23% | Add +5.8% | 62,248 | $23.4M |
| Strategic Point Investment Advisors, LLC | 3.85% | Add +0.2% | 62,212 | $23.4M |
| Proathlete Wealth Management LLC | 9.60% | Add +6.3% | 62,054 | $23.3M |
| First Citizens Bank & Trust Co. | 0.51% | Reduce -3.5% | 61,867 | $23.2M |
| SG Americas Securities, LLC | 0.09% | New | 60,981 | $22.9M |
| SlateStone Wealth, LLC | 2.06% | Reduce -1.2% | 60,976 | $22.9M |
| First Foundation Advisors | 0.85% | Add +2.9% | 60,119 | $22.6M |
| CW Advisors, LLC | 0.30% | Reduce -59.8% | 59,968 | $22.5M |
| DT Investment Partners, LLC | 1.80% | No change | 59,112 | $22.2M |
| Haverford Trust Co | 0.21% | Reduce -4.2% | 58,616 | $22.0M |
| Wilmington Savings Fund Society, FSB | 0.39% | Add +91.0% | 58,042 | $21.8M |
| Fifth Third Securities, Inc. | 2.04% | Reduce -6.2% | 57,316 | $21.5M |
| Ashton Thomas Private Wealth, LLC | 1.15% | Reduce -3.3% | 57,201 | $21.5M |
| Ballentine Partners, LLC | 0.37% | Add +0.4% | 57,145 | $21.5M |
| Aptus Capital Advisors, LLC | 0.32% | Add +587.1% | 56,640 | $21.3M |
| Freestone Capital Holdings, LLC | 0.73% | Reduce -1.0% | 56,391 | $21.2M |
| Blodgett Wealth Advisors, LLC | 17.71% | Add +0.5% | 56,124 | $21.1M |
| Evercore Wealth Management, LLC | 0.31% | Reduce -4.3% | 55,527 | $20.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Add +16.8% | 55,376 | $20.8M |
| Callan Family Office, LLC | 3.49% | Add +7.0% | 55,384 | $20.8M |
| Boulder Wealth Advisors, LLC | 11.26% | Reduce -31.0% | 55,175 | $20.7M |
| STAR Financial Bank | 13.94% | Add +9.0% | 55,107 | $20.7M |
| Summit Wealth Partners, LLC | 3.95% | Reduce -1.6% | 54,664 | $20.5M |
| GHP Investment Advisors, Inc. | 0.94% | Reduce -0.3% | 54,476 | $20.4M |
| Fermata Advisors, LLC | 4.15% | Add +6.6% | 54,462 | $20.4M |
| McKinley Carter Wealth Services, Inc. | 1.24% | Reduce -1.2% | 54,461 | $20.4M |
| Visionary Wealth Advisors | 1.24% | Reduce -2.3% | 54,240 | $20.4M |
| Mather Group, Llc. | 0.26% | Reduce -6.5% | 53,914 | $20.2M |
| Claro Advisors Inc. | 2.62% | Add +15.7% | 53,836 | $20.2M |
| VAUGHAN & Co SECURITIES, INC. | 11.80% | Reduce -0.9% | 53,381 | $20.0M |
| Fidelis Capital Partners, LLC | 2.36% | Add +0.1% | 52,372 | $19.8M |
| Roble, Belko & Company, Inc | 3.09% | Reduce -0.1% | 52,207 | $19.6M |
| Gainplan LLC | 9.24% | Add +0.1% | 53,622 | $19.5M |
| Montag A & Associates Inc. | 0.92% | Reduce -0.4% | 51,873 | $19.5M |
| Spire Wealth Management | 0.65% | Reduce -0.0% | 51,646 | $19.4M |
| Winthrop Advisory Group LLC | 2.33% | Reduce -0.3% | 50,165 | $18.8M |
| Dorsey & Whitney Trust CO LLC | 0.99% | Add +2.0% | 49,620 | $18.6M |
| IHT Wealth Management, LLC | 0.53% | Add +57.0% | 49,696 | $18.6M |
| Rhumbline Advisers | 0.02% | Add +32.4% | 49,339 | $18.5M |
| Advisor OS, LLC | 1.84% | Add +17.8% | 49,184 | $18.5M |
| Susquehanna International Group, LLP | 0.03% | Reduce -12.5% | 49,155 | $18.5M |
| Bradley Foster & Sargent Inc. | 0.31% | Add +0.3% | 49,098 | $18.4M |
| Retirement Income Solutions, Inc. | 4.18% | Reduce -0.0% | 48,789 | $18.3M |
| Tradition Wealth Management, LLC | 1.63% | Reduce -1.0% | 48,728 | $18.3M |
| BNP Paribas Financial Markets | 0.02% | Reduce -74.2% | 48,135 | $18.1M |
| Etfidea, LLC | 5.63% | Add +1.6% | 47,401 | $17.8M |
| Curtis Advisory Group, LLC | 4.99% | Add +0.0% | 46,862 | $17.6M |
| Westshore Wealth, LLC | 7.21% | Add +0.2% | 46,837 | $17.6M |
| Sunburst Financial Group, LLC | 4.45% | Reduce -9.1% | 46,801 | $17.6M |
| Platte River Wealth Advisors, LLC | 4.64% | Reduce -1.7% | 46,057 | $17.3M |
| Consolidated Portfolio Review Corp | 3.84% | Add +0.7% | 45,855 | $17.2M |
| Great Valley Advisor Group, Inc. | 0.42% | Add +4.9% | 45,595 | $17.1M |
| Occidental Asset Management, LLC | 2.75% | Reduce -0.1% | 45,410 | $17.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -8.6% | 45,349 | $17.0M |
| Park Avenue Securities LLC | 0.19% | Reduce -7.2% | 45,215 | $17.0M |
| MJP Associates Inc. | 3.21% | Add +16.4% | 45,112 | $16.9M |
| Citadel Advisors | 0.02% | Add +31.8% | 44,999 | $16.9M |
| UMB Bank, n.a. | 0.26% | Reduce -9.4% | 44,647 | $16.8M |
| O'Brien Wealth Partners LLC | 3.28% | Reduce -1.5% | 44,610 | $16.7M |
| Cooksen Wealth, LLC | 15.56% | Add +4.2% | 44,340 | $16.6M |
| Crescent Grove Advisors, LLC | 1.67% | Add +5.3% | 43,650 | $16.4M |
| Sonata Capital Group Inc. | 6.90% | Add +0.3% | 43,484 | $16.3M |
| FDx Advisors, Inc. | 4.42% | Reduce -4.7% | 43,238 | $16.2M |
| Stillwater Capital Advisors, LLC | 2.06% | Reduce -0.2% | 42,515 | $16.0M |
| Keel Point, LLC | 1.33% | Reduce -11.3% | 42,425 | $15.9M |
| Wetzel Investment Advisors, Inc. | 8.01% | Add +99.5% | 42,250 | $15.9M |
| Schneider Downs Wealth Management Advisors, LP | 3.24% | Reduce -2.6% | 42,159 | $15.8M |
| Fifth Third Wealth Advisors LLC | 0.96% | Add +13.1% | 41,816 | $15.7M |
| Nvest Financial, LLC | 8.93% | Reduce -1.6% | 41,684 | $15.6M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -2.0% | 41,553 | $15.6M |
| Sei Investments Co. | 0.02% | Add +13.2% | 41,241 | $15.5M |
| Nottingham Advisors, Inc. | 1.68% | Add +4.6% | 40,503 | $15.2M |
| Compass Financial Group, Inc. | 7.02% | Reduce -0.5% | 40,392 | $15.2M |
| Newbrook Capital Advisors LP | 2.01% | New | 39,690 | $14.9M |
| Dakota Wealth Management | 0.33% | Reduce -1.1% | 39,190 | $14.7M |
| Franklin Resources Inc. | 0.00% | Add +16.0% | 38,052 | $14.6M |
| Amundi | 0.01% | Add +6.8% | 38,682 | $14.5M |
| Bessemer Group Inc. | 0.02% | Add +37.1% | 38,137 | $14.3M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +5.3% | 38,090 | $14.3M |
| Whittier Trust Co. | 0.19% | Reduce -0.1% | 37,977 | $14.3M |
| HBK Sorce Advisory LLC | 0.43% | Reduce -5.5% | 37,820 | $14.2M |
| Prudential PLC | 0.07% | Add +20.8% | 37,693 | $14.1M |
| National Bank of Canada | 0.02% | Reduce -1.7% | 37,312 | $14.0M |
| JMG Financial Group, Ltd. | 0.48% | Add +15.9% | 37,103 | $13.9M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 37,100 | $13.9M |
| Choate Investment Advisors | 0.35% | Reduce -7.6% | 36,924 | $13.9M |
| Investment Partners, LTD. | 5.74% | Reduce -1.4% | 36,740 | $13.8M |
| Clear Harbor Asset Management, LLC | 1.13% | Reduce -0.3% | 36,642 | $13.8M |
| OneDigital Investment Advisors LLC | 0.15% | Add +2.5% | 36,013 | $13.5M |
| Newport Capital Group, LLC | 9.93% | Reduce -1.2% | 35,919 | $13.5M |
| Intrepid Financial Planning Group LLC | 5.73% | Reduce -1.8% | 35,661 | $13.4M |
| Cary Street Partners Investment Advisory LLC | 0.49% | Reduce -3.3% | 35,587 | $13.4M |
| FMA Wealth Management, LLC | 9.59% | Reduce -1.7% | 35,228 | $13.2M |
| Clayton Financial Group LLC | 4.95% | Reduce -2.6% | 35,211 | $13.2M |
| West Bancorporation Inc. | 8.75% | Add +1.5% | 34,957 | $13.1M |
| Summit Financial, LLC | 0.51% | Add +10.0% | 34,888 | $13.1M |
| BW Gestao de Investimentos Ltda. | 2.16% | Reduce -54.4% | 34,745 | $13.0M |
| Prime Capital Investment Advisors, LLC | 0.19% | Add +4.8% | 34,744 | $13.0M |
| Brand Asset Management Group, Inc. | 5.10% | Reduce -1.7% | 34,689 | $13.0M |
| One Wealth Advisors, LLC | 1.97% | Reduce -1.4% | 34,239 | $12.9M |
| Accretive Wealth Partners, LLC | 5.32% | Reduce -3.0% | 33,861 | $12.7M |
| Brickley Wealth Management | 2.57% | Reduce -1.0% | 33,614 | $12.6M |
| SMI Advisory Services, LLC | 2.75% | Reduce -34.2% | 33,188 | $12.4M |
| Regent Peak Wealth Advisors LLC | 2.85% | Add +1.3% | 33,043 | $12.4M |
| Atria Investments, Inc | 0.15% | Reduce -11.8% | 33,006 | $12.4M |
| Curi Capital, LLC | 0.28% | Reduce -6.0% | 32,954 | $12.4M |
| Valeo Financial Advisors, LLC | 0.35% | Add +0.7% | 32,408 | $12.2M |
| Denver Wealth Management, Inc. | 5.61% | Reduce -0.1% | 32,270 | $12.1M |
| Pointe Capital Management LLC | 7.03% | Add +2.7% | 32,106 | $12.1M |
| Schroder Investment Management Group | 0.01% | Reduce -9.5% | 32,171 | $12.0M |
| Breakwater Capital Group | 2.42% | Reduce -1.2% | 31,979 | $12.0M |
| Altus Wealth Group LLC | 5.03% | Reduce -10.9% | 31,346 | $11.8M |
| Citizens Financial Group Inc. | 0.24% | Add +1.9% | 31,177 | $11.7M |
| Narwhal Capital Management | 1.05% | Reduce -0.1% | 31,070 | $11.7M |
| GM Advisory Group, LLC | 0.70% | Add +0.8% | 30,968 | $11.6M |
| RFG Advisory, LLC | 0.35% | Reduce -30.3% | 30,832 | $11.6M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +7.0% | 30,106 | $11.5M |
| IMS Capital Management | 5.11% | Reduce -0.7% | 30,247 | $11.4M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -6.4% | 30,093 | $11.3M |
| Sanders Morris Harris LLC | 1.83% | Reduce -6.6% | 29,397 | $11.0M |
| Sage Financial Group Inc. | 0.90% | Reduce -0.1% | 29,211 | $11.0M |
| Connecticut Wealth Management, LLC | 0.53% | Reduce -1.8% | 29,044 | $10.9M |
| Quantinno Capital Management LP | 0.14% | Add +1.8% | 28,766 | $10.8M |
| Affiance Financial, LLC | 2.62% | Add +4.5% | 28,713 | $10.8M |
| Flputnam Investment Management Co. | 0.19% | Reduce -3.1% | 28,006 | $10.7M |
| Atticus Wealth Management, LLC | 3.42% | Add +4.2% | 28,336 | $10.6M |
| Topel & Distasi Wealth Management, LLC | 4.39% | Reduce -4.7% | 28,185 | $10.6M |
| Halpern Financial, Inc. | 2.71% | Reduce -0.1% | 28,475 | $10.6M |
| Highland Financial Advisors, LLC | 3.74% | Reduce -1.1% | 28,066 | $10.5M |
| BCGM Wealth Management, LLC | 3.41% | Reduce -1.6% | 27,975 | $10.5M |
| Hardy Reed LLC | 0.94% | No change | 27,849 | $10.5M |
| Ethos Financial Group, LLC | 1.74% | Add +143.9% | 27,841 | $10.5M |
| Private Portfolio Partners LLC | 1.95% | New | 27,748 | $10.4M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -0.4% | 27,662 | $10.4M |
| Twin Focus Capital Partners, LLC | 1.64% | No change | 27,648 | $10.4M |
| Western Wealth Management, LLC | 0.59% | Add +28.5% | 27,588 | $10.4M |
| Oldfather Financial Services, LLC | 3.98% | Reduce -0.6% | 27,578 | $10.4M |
| Vantagepoint Investment Advisers LLC | 1.32% | Reduce -30.3% | 27,415 | $10.3M |
| American Institute for Advanced Investment Management, LLP | 7.34% | Reduce -1.1% | 27,318 | $10.3M |
| Pacific Sage Partners, LLC | 2.44% | Add +4.0% | 27,303 | $10.2M |
| FLC Capital Advisors | 2.36% | Reduce -2.0% | 27,221 | $10.2M |
| Meritage Portfolio Management | 0.62% | Reduce -1.1% | 26,861 | $10.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.23% | Reduce -3.1% | 26,826 | $10.1M |
| Busey Bank | 0.33% | No change | 26,825 | $10.1M |
| Tobias Financial Advisors, Inc. | 2.02% | Reduce -1.7% | 26,801 | $10.1M |
| Epiq Partners, LLC | 5.74% | Add +13.2% | 26,789 | $10.1M |
| Sapient Capital LLC | 0.20% | Add +1.0% | 26,730 | $10.0M |
| Ballast, Inc. | 2.81% | Add +0.6% | 26,406 | $9.9M |
| Blue Trust, Inc. | 0.13% | Add +9.0% | 27,098 | $9.9M |
| White Lighthouse Investment Management Inc. | 1.77% | Reduce -4.8% | 26,259 | $9.9M |
| Mill Creek Capital Advisors, LLC | 0.24% | Reduce -34.3% | 26,246 | $9.9M |
| Procyon Advisors, LLC | 0.67% | Reduce -22.7% | 26,077 | $9.8M |
| Gilliland Jeter Wealth Management LLC | 3.14% | Add +3.9% | 25,908 | $9.7M |
| Arete Wealth Advisors, LLC | 0.82% | Add +33.1% | 25,818 | $9.6M |
| Grove Bank & Trust | 1.42% | Add +12.0% | 25,606 | $9.6M |
| Nikulski Financial, Inc. | 2.87% | Reduce -1.1% | 25,555 | $9.6M |
| Arbor Investment Advisors, LLC | 1.26% | Reduce 0.0% | 25,352 | $9.5M |
| Bryn Mawr Trust Advisors, LLC | 0.51% | Reduce -1.7% | 25,205 | $9.5M |
| Allen Investment Management, LLC | 0.11% | No change | 25,154 | $9.4M |
| Truepoint, Inc. | 0.25% | Reduce -5.2% | 25,122 | $9.4M |
| Paragon Financial Partners, Inc. | 6.89% | Reduce -4.9% | 25,062 | $9.4M |
| Diversified Trust Co. | 0.24% | Reduce -0.2% | 24,911 | $9.4M |
| US Financial Advisors, LLC | 2.90% | Add +1.7% | 24,798 | $9.3M |
| Central Valley Advisors, LLC | 5.24% | Reduce -0.2% | 24,762 | $9.3M |
| Venture Visionary Partners LLC | 0.41% | Reduce -1.1% | 24,613 | $9.2M |
| Pitcairn Co. | 0.55% | No change | 24,592 | $9.2M |
| Eukles Asset Management | 3.70% | Reduce -2.2% | 24,567 | $9.2M |
| Walled Lake Planning & Wealth Management, LLC | 3.46% | Reduce -1.3% | 24,525 | $9.2M |
| Patten Group, Inc. | 2.04% | Add +4.8% | 24,473 | $9.2M |
| Pettinga Financial Advisors LLC | 2.17% | Reduce -1.4% | 24,391 | $9.2M |
| ARK & TLK Investments, LLC | 3.23% | Reduce -0.2% | 24,169 | $9.1M |
| Tudor Investment Corporation | 0.10% | Add +432.8% | 24,099 | $9.0M |
| Conning Inc. | 0.31% | No change | 24,087 | $9.0M |
| B. Riley Wealth Advisors, Inc. | 0.25% | Add +14.0% | 24,157 | $9.0M |
| Paladin Advisory Group, LLC | 6.64% | Reduce -1.9% | 23,974 | $9.0M |
| Argent Trust Co | 0.37% | Add +9.4% | 23,873 | $9.0M |
| Oarsman Capital, Inc. | 1.65% | Add +7.3% | 23,819 | $8.9M |
| Unionview, LLC | 6.80% | Reduce -0.2% | 23,268 | $8.7M |
| Coldstream Capital Management Inc. | 0.19% | Reduce -3.5% | 23,180 | $8.7M |
| Cresta Advisors, Ltd. | 4.55% | Reduce -0.4% | 23,165 | $8.7M |
| Holistic Financial Partners | 4.16% | Reduce -1.3% | 23,049 | $8.7M |
| BluePointe Capital Management, LLC | 5.59% | Add +6.1% | 22,995 | $8.6M |
| Clark Capital Management Group, Inc. | 0.06% | Add +1000.7% | 22,828 | $8.6M |
| SOA Wealth Advisors, LLC. | 1.63% | Reduce -1.3% | 22,788 | $8.6M |
| Axxcess Wealth Management, LLC | 0.22% | Reduce -1.6% | 22,784 | $8.6M |
| Brown Brothers Harriman & Co. | 0.06% | Add +0.2% | 22,755 | $8.5M |
| Ancora Advisors LLC | 0.19% | Reduce -0.0% | 22,735 | $8.5M |
| Snowden Capital Advisors LLC | 0.26% | Reduce -1.2% | 22,724 | $8.5M |
| Sound View Wealth Advisors Group, LLC | 0.69% | Add +19.4% | 22,590 | $8.5M |
| Community Bank, N.A. | 1.07% | Reduce -1.8% | 22,560 | $8.5M |
| AlTi Global, Inc. | 0.20% | Add +0.0% | 22,513 | $8.5M |
| Global Strategic Investment Solutions, LLC | 0.98% | Add +0.1% | 22,410 | $8.4M |
| Linscomb Wealth, Inc. | 0.41% | Reduce -1.7% | 22,284 | $8.4M |
| NTV Asset Management LLC | 1.11% | Reduce -0.1% | 22,209 | $8.3M |
| American State Bank (Iowa) | 5.03% | Add +2.3% | 22,061 | $8.3M |
| Cypress Capital, LLC | 2.13% | Add +10586.4% | 22,014 | $8.3M |
| Arkadios Wealth Advisors | 0.47% | Add +46.2% | 21,955 | $8.2M |
| Legal & General Group Plc | 0.00% | Add +48.6% | 21,942 | $8.2M |
| AE Wealth Management LLC | 0.07% | Add +58.0% | 21,921 | $8.2M |
| Watts Gwilliam & Co., LLC | 1.78% | — | 21,701 | $8.2M |
| Parallel Advisors, LLC | 0.19% | Reduce -2.5% | 21,758 | $8.2M |
| Objectivity Squared, LLC | 5.66% | Add +2.4% | 21,949 | $8.1M |
| Quest Investment Management LLC | 0.95% | New | 21,660 | $8.1M |
| Total Clarity Wealth Management, Inc. | 2.62% | Add +3.2% | 21,647 | $8.1M |
| 1900 Wealth Management LLC | 0.70% | Add +0.1% | 21,635 | $8.1M |
| Quent Capital, LLC | 0.82% | Reduce -6.4% | 21,524 | $8.1M |
| Ruggaard & Associates LLC | 3.48% | Reduce -0.5% | 21,311 | $8.0M |
| Stock Yards Bank & Trust Co. | 0.26% | Add +0.1% | 21,307 | $8.0M |
| Sepio Capital, LP | 0.62% | Add +167.6% | 21,186 | $8.0M |
| Aaron Wealth Advisors LLC | 0.95% | Add +0.5% | 21,153 | $7.9M |
| Simplicity Wealth,LLC | 0.73% | Reduce -46.1% | 21,075 | $7.9M |
| Chicago Wealth Management, Inc. | 4.22% | Add +1.7% | 21,044 | $7.9M |
| Gladstone Institutional Advisory LLC | 0.39% | Reduce -3.5% | 21,012 | $7.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +5.9% | 21,100 | $7.9M |
| J.W. Cole Advisors, Inc. | 0.33% | Add +1.4% | 20,967 | $7.9M |
| Market Street Wealth Management Advisors LLC | 1.28% | Reduce -0.8% | 20,745 | $7.8M |
| Rebalance, LLC | 0.57% | Add +0.0% | 20,722 | $7.8M |
| Kraft, Davis & Associates, LLC | 2.31% | Reduce -2.4% | 20,667 | $7.8M |
| St. Louis Trust Co | 1.09% | No change | 20,670 | $7.8M |
| Heck Capital Advisors, LLC | 0.88% | Add +1.1% | 20,409 | $7.7M |
| Rothschild Investment LLC | 0.50% | Reduce -4.2% | 20,407 | $7.7M |
| Landaas & Co. /Wi | 2.13% | Reduce -0.1% | 20,336 | $7.6M |
| Bleakley Financial Group, LLC | 0.23% | Add +0.5% | 20,252 | $7.6M |
| Northstar Group, Inc. | 1.36% | Reduce -0.1% | 19,945 | $7.5M |
| City Holding Co. | 1.03% | Reduce -9.4% | 19,837 | $7.4M |
| CENTRAL TRUST Co | 0.17% | Reduce -6.1% | 19,623 | $7.4M |
| Mutual Advisors, LLC | 0.22% | Reduce -6.8% | 19,301 | $7.4M |
| Kingsview Wealth Management, LLC | 0.15% | Add +4.9% | 19,590 | $7.4M |
| Provenance Wealth Advisors, LLC | 0.92% | Reduce -0.2% | 19,588 | $7.4M |
| Matrix Asset Advisors Inc. | 0.81% | Add +12.1% | 19,412 | $7.3M |
| Mycio Wealth Partners, LLC | 1.67% | Add +11.7% | 19,372 | $7.3M |
| Fiduciary Trust Co | 0.10% | Add +60.5% | 19,236 | $7.2M |
| Breed's Hill Capital LLC | 5.89% | No change | 19,151 | $7.2M |
| Squarepoint Ops LLC | 0.02% | New | 19,111 | $7.2M |
| Willis Johnson & Associates, Inc. | 0.54% | Reduce -0.2% | 19,072 | $7.2M |
| Dixon Fnancial Services, Inc. | 3.80% | No change | 19,070 | $7.2M |
| Berkshire Asset Management LLC | 0.36% | No change | 19,607 | $7.1M |
| Bison Wealth, LLC | 1.14% | Add +38.9% | 19,009 | $7.1M |
| CFM Wealth Partners LLC | 1.24% | Reduce -2.7% | 18,930 | $7.1M |
| Garde Capital, Inc. | 0.47% | Reduce -0.7% | 18,928 | $7.1M |
| Cornerstone Advisory, LLC | 0.93% | Reduce -1.8% | 18,863 | $7.1M |
| Harbour Capital Advisors, LLC | 1.63% | Reduce -0.4% | 18,637 | $7.1M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +0.3% | 18,815 | $7.1M |
| &partners | 0.14% | Add +119.4% | 18,798 | $7.1M |
| Apollon Wealth Management, LLC | 0.20% | Reduce -1.9% | 18,767 | $7.0M |
| Forum Financial Management, LP | 0.12% | Add +2.3% | 18,682 | $7.0M |
| Oppenheimer Asset Management Inc. | 0.08% | Reduce -24.4% | 18,673 | $7.0M |
| Ami Asset Management Corp. | 0.38% | Reduce -16.5% | 18,545 | $7.0M |
| Apexium Financial, LP | 0.46% | Add +3.8% | 18,501 | $6.9M |
| Advisory Resource Group | 1.48% | Add +5.7% | 18,500 | $6.9M |
| Alesco Advisors, LLC, An ESL Co | 0.21% | No change | 18,453 | $6.9M |
| Indiana Trust & Investment Management Co | 2.35% | Reduce -4.2% | 18,366 | $6.9M |
| Certuity, LLC | 0.74% | Reduce -41.4% | 18,269 | $6.9M |
| EPG Wealth Management LLC | 1.73% | Add +0.0% | 18,266 | $6.9M |
| First Western Trust Bank | 0.31% | Reduce -3.5% | 18,174 | $6.8M |
| Flow Traders U.S. LLC | 0.35% | New | 18,148 | $6.8M |
| Next Level Private LLC | 2.77% | Reduce -5.2% | 18,031 | $6.8M |
| Stage Harbor Financial, LLC | 6.16% | Reduce -4.8% | 17,811 | $6.8M |
| TFO Wealth Partners, LLC | 1.26% | Reduce -1.1% | 17,940 | $6.7M |
| Partnership Wealth Management, LLC | 4.73% | Reduce -44.9% | 17,850 | $6.7M |
| Winslow Capital Management, LLC | 0.02% | Reduce -10.9% | 17,793 | $6.7M |
| Tolleson Wealth Management, Inc. | 1.26% | Reduce -0.4% | 17,668 | $6.6M |
| Lowe Brockenbrough & Co. Inc. | 0.42% | Reduce -4.5% | 17,648 | $6.6M |
| Counterweight Ventures, LLC | 4.69% | Reduce -13.4% | 17,643 | $6.6M |
| OMNI 360 Wealth, Inc. | 4.51% | Add +0.4% | 17,500 | $6.6M |
| Dimension Capital Management LLC | 1.24% | Add +2.4% | 17,440 | $6.5M |
| CJM Wealth Advisers, Ltd. | 2.24% | Reduce -0.5% | 17,431 | $6.5M |
| Saxon Interests, Inc. | 2.94% | Reduce -11.0% | 17,225 | $6.5M |
| Next Capital Management LLC | 2.64% | Reduce -42.9% | 17,224 | $6.5M |
| Financial Advisors, LLC | 1.23% | Add +0.2% | 17,190 | $6.5M |
| DHJJ Financial Advisors, Ltd. | 2.55% | Reduce -1.6% | 17,155 | $6.4M |
| Three Bridge Wealth Advisors, LLC | 2.37% | No change | 17,123 | $6.4M |
| Smith & Howard Wealth Management, LLC | 1.80% | Reduce -4.9% | 17,080 | $6.4M |
| Tanglewood Legacy Advisors, LLC | 2.83% | Add +0.4% | 16,998 | $6.4M |
| Dynamic Advisor Solutions LLC | 0.19% | Reduce -1.9% | 16,953 | $6.4M |
| Prospera Financial Services Inc | 0.16% | Reduce -68.0% | 16,911 | $6.4M |
| Colorado Capital Management, Inc. | 3.10% | Reduce -9.8% | 16,748 | $6.3M |
| Opes Wealth Management LLC | 1.21% | Add +0.0% | 16,727 | $6.3M |
| Beam Wealth Advisors, Inc. | 1.90% | Add +3.0% | 16,721 | $6.3M |
| Perigon Wealth Management, LLC | 0.17% | Reduce -2.6% | 16,646 | $6.2M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +9.4% | 16,600 | $6.2M |
| IFG Advisory, LLC | 0.39% | Reduce -1.3% | 16,519 | $6.2M |
| FineMark National Bank & Trust | 0.21% | Reduce -5.2% | 16,376 | $6.1M |
| Mathes Company, Inc. | 2.19% | No change | 16,350 | $6.1M |
| Cornerstone Planning Group LLC | 1.60% | Add +1.1% | 15,633 | $6.0M |
| New England Private Wealth Advisors LLC | 0.97% | Add +0.1% | 16,009 | $6.0M |
| CreativeOne Wealth, LLC | 0.20% | Add +49.6% | 15,764 | $5.9M |
| Farther Finance Advisors, LLC | 0.22% | Add +12.1% | 15,754 | $5.9M |
| EverSource Wealth Advisors, LLC | 0.37% | Reduce -8.1% | 15,657 | $5.9M |
| Boston Financial Mangement LLC | 0.17% | Reduce -5.3% | 15,631 | $5.9M |
| Zuckerman Investment Group, LLC | 0.60% | Reduce -1.4% | 15,482 | $5.8M |
| Goelzer Investment Management, Inc. | 0.32% | Reduce -11.5% | 15,382 | $5.8M |
| Canal Capital Management, LLC | 0.92% | Reduce -0.1% | 15,360 | $5.8M |
| Nicolet Bankshares Inc. | 1.16% | Reduce -10.4% | 15,320 | $5.8M |
| Flagstar Securities, Inc. | 1.45% | Reduce -0.3% | 15,288 | $5.7M |
| Wealthcare Advisory Partners LLC | 0.16% | Add +7.6% | 15,230 | $5.7M |
| Avity Investment Management Inc. | 0.44% | Reduce -2.7% | 15,149 | $5.7M |
| Apriem Advisors | 0.66% | Reduce -0.0% | 15,134 | $5.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.13% | Reduce -20.4% | 15,134 | $5.7M |
| Monetary Management Group Inc. | 1.45% | Add +5.2% | 15,001 | $5.6M |
| Townsquare Capital LLC | 0.07% | Add +14.9% | 14,955 | $5.6M |
| Xponance LLC | 0.05% | Reduce -41.0% | 14,778 | $5.5M |
| Osborne Partners Capital Management, LLC | 0.31% | Add +0.4% | 14,661 | $5.5M |
| Ellis Investment Partners, LLC | 1.07% | Reduce -2.1% | 14,566 | $5.5M |
| TPG Financial Advisors, LLC | 2.46% | Add +2.2% | 14,533 | $5.5M |
| Advisory Services Network, LLC | 0.11% | No change | 14,892 | $5.4M |
| Cornerstone Advisors Asset Management, LLC | 1.19% | Add +0.1% | 14,396 | $5.4M |
| Cornerstone Wealth Advisors, Inc. | 1.50% | Reduce -1.3% | 14,360 | $5.4M |
| Azimuth Capital Investment Management LLC | 0.21% | Reduce -6.5% | 14,302 | $5.4M |
| True North Advisors, LLC | 1.40% | Reduce -8.9% | 14,219 | $5.3M |
| JSF Financial, LLC | 1.55% | Reduce -0.9% | 14,173 | $5.3M |
| Lowery Thomas, LLC | 3.61% | Reduce -2.7% | 14,171 | $5.3M |
| Centennial Bank | 2.42% | Add +19.3% | 14,065 | $5.3M |
| Rehmann Capital Advisory Group | 0.34% | Add +2.6% | 14,440 | $5.3M |
| Strategic Family Wealth Counselors, L.L.C. | 1.83% | Add +2.1% | 13,924 | $5.2M |
| GTS Securities LLC | 0.10% | Add +362.9% | 13,873 | $5.2M |
| Kingswood Wealth Advisors, LLC | 0.37% | Add +43.0% | 13,701 | $5.1M |
| Pinnacle Associates Ltd. | 0.09% | Reduce -1.2% | 16,855 | $5.1M |
| Lanark Financial, Inc. | 0.42% | Add +0.5% | 13,462 | $5.1M |
| Alta Wealth Advisors LLC | 2.31% | Add +1.8% | 13,447 | $5.0M |
| GeoWealth Management, LLC | 0.18% | Reduce -63.1% | 13,394 | $5.0M |
| MidAtlantic Capital Management, Inc. | 3.66% | Add +2.7% | 13,349 | $5.0M |
| CPC Advisors, LLC | 0.74% | Reduce -0.7% | 13,287 | $5.0M |
| Pegasus Partners Ltd. | 0.47% | Reduce -4.2% | 13,284 | $5.0M |
| Amplius Wealth Advisors, LLC | 0.54% | Reduce -0.5% | 13,247 | $5.0M |
| Caprock Group, LLC | 0.18% | Add +53.5% | 13,216 | $5.0M |
| 1834 Investment Advisors Co. | 0.58% | Add +1.9% | 13,201 | $5.0M |
| Brookstone Capital Management | 0.07% | Reduce -11.5% | 13,125 | $4.9M |
| Harbor Investment Advisory, LLC | 0.48% | Reduce -0.1% | 13,045 | $4.9M |
| Cadence Bank | 0.34% | New | 12,997 | $4.9M |
| Sigma Planning Corp | 0.15% | Add +8.8% | 12,989 | $4.9M |
| Prosperity Consulting Group, LLC | 0.38% | Add +4.3% | 12,918 | $4.8M |
| Foster Dykema Cabot & Partners, LLC | 0.41% | Add +5.2% | 12,885 | $4.8M |
| Composition Wealth, LLC | 0.11% | Reduce -1.7% | 12,877 | $4.8M |
| Legacy Trust | 1.11% | No change | 12,871 | $4.8M |
| Widmann Financial Services, Inc. | 3.63% | Reduce -1.8% | 12,771 | $4.8M |
| Valmark Advisers, Inc. | 0.07% | Add +6.9% | 12,714 | $4.8M |
| Cassaday & Co Wealth Management LLC | 0.13% | Add +0.7% | 12,632 | $4.7M |
| PAX Financial Group, LLC | 0.85% | Reduce -7.4% | 12,622 | $4.7M |
| McAdam, LLC | 0.27% | Reduce -5.2% | 12,597 | $4.7M |
| Eagle Strategies LLC | 0.85% | Add +1.4% | 12,512 | $4.7M |
| Verdence Capital Advisors LLC | 0.37% | Reduce -2.7% | 12,479 | $4.7M |
| Affinity Capital Advisors, LLC | 0.90% | Reduce -0.4% | 12,388 | $4.7M |
| Talisman Wealth Advisors LLC | 4.89% | Add +0.1% | 12,432 | $4.6M |
| Hall Kathryn A. | 0.97% | No change | 12,330 | $4.6M |
| Bollard Group LLC | 0.12% | Add +0.1% | 12,292 | $4.6M |
| Silver Oak Securities, Incorporated | 0.49% | Add +247.3% | 12,296 | $4.6M |
| AdvisorNet Financial, Inc | 0.34% | Add +0.3% | 12,156 | $4.6M |
| Valley Forge Investment Consultants Inc. Adv | 1.59% | Reduce -1.4% | 12,135 | $4.6M |
| Disciplined Investments, LLC | 2.24% | Add +0.8% | 12,101 | $4.5M |
| MTM Investment Management, LLC | 1.77% | Reduce -0.8% | 12,100 | $4.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.21% | Reduce -1.6% | 12,061 | $4.5M |
| W Advisors, LLC | 2.78% | No change | 12,010 | $4.5M |
| Redhawk Wealth Advisors, Inc. | 0.64% | Reduce -2.9% | 11,992 | $4.5M |
| Legacy Advisors, LLC | 0.49% | No change | 11,989 | $4.5M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -12.9% | 11,961 | $4.5M |
| Allstate Corp. | 0.43% | Add +204.6% | 11,941 | $4.5M |
| Icon Wealth Advisors, LLC | 0.37% | Reduce -3.0% | 11,877 | $4.5M |
| Stevens Capital Partners | 2.12% | Add +0.8% | 11,851 | $4.4M |
| Marshall Financial Group Inc. | 1.34% | Reduce -1.6% | 11,831 | $4.4M |
| Americana Partners, LLC | 0.30% | Reduce -16.5% | 11,816 | $4.4M |
| Eldridge Investment Advisors, Inc. | 1.04% | Reduce -2.4% | 11,798 | $4.4M |
| Associated Banc-Corp | 0.13% | Reduce -10.8% | 11,773 | $4.4M |
| Main Street Financial Solutions, LLC | 0.41% | Add +1.3% | 11,760 | $4.4M |
| Avior Wealth Management, LLC | 0.18% | Add +6.0% | 11,732 | $4.4M |
| Okabena Investment Services Inc. | 1.24% | No change | 11,701 | $4.4M |
| Marcum Wealth, LLC | 0.40% | Reduce -1.2% | 11,575 | $4.3M |
| Embree Financial Group | 0.77% | Reduce -0.1% | 11,551 | $4.3M |
| Stonegate Investment Group, LLC | 0.11% | Reduce -3.0% | 11,527 | $4.3M |
| Sigma Investment Counselors Inc. | 0.25% | Reduce -1.9% | 11,522 | $4.3M |
| Verum Partners LLC | 1.27% | Reduce -12.4% | 11,515 | $4.3M |
| Cornerstone Wealth Group, LLC | 0.36% | Add +4.6% | 11,423 | $4.3M |
| Joel Isaacson & Co., LLC | 0.20% | Add +12.7% | 11,420 | $4.3M |
| Stonebridge Capital Advisors LLC | 0.35% | Reduce -1.4% | 11,294 | $4.2M |
| Red Cedar Investment Management, LLC | 0.54% | Add +0.1% | 11,294 | $4.2M |
| Willner & Heller, LLC | 3.77% | Add +3.1% | 11,265 | $4.2M |
| Crestwood Advisors Group, LLC | 0.08% | Add +1.7% | 11,257 | $4.2M |
| Essex Financial Services, Inc. | 0.30% | Reduce -17.6% | 10,943 | $4.2M |
| Olympus Wealth Management, LLC | 1.44% | Reduce -26.8% | 11,193 | $4.2M |
| McCarthy Asset Management, Inc. | 2.59% | Reduce -2.1% | 11,094 | $4.2M |
| Wesbanco Bank Inc. | 0.14% | Add +0.9% | 11,092 | $4.2M |
| Radnor Capital Management, LLC | 0.61% | New | 11,021 | $4.1M |
| Leavell Investment Management, Inc. | 0.21% | Reduce -3.5% | 11,020 | $4.1M |
| Founders Financial Alliance, LLC | 1.15% | Reduce -3.4% | 11,014 | $4.1M |
| Sax Wealth Advisors, LLC | 0.37% | Add +3.4% | 10,998 | $4.1M |
| Sterling Capital Management LLC | 0.05% | — | 10,976 | $4.1M |
| Able Wealth Management LLC | 3.09% | Reduce -9.5% | 10,866 | $4.1M |
| Atlas Brown,Inc. | 1.41% | Add +0.1% | 10,844 | $4.1M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +3.2% | 10,839 | $4.1M |
| Paces Ferry Wealth Advisors, LLC | 2.33% | Reduce -1.6% | 10,786 | $4.0M |
| Etesian Wealth Advisors, Inc. | 1.83% | Add +27.4% | 10,770 | $4.0M |
| Central Pacific Bank - Trust Division | 0.53% | Add +0.1% | 10,762 | $4.0M |
| Logan Capital Management Inc. | 0.17% | Reduce -2.8% | 10,751 | $4.0M |
| NovaPoint Capital, LLC | 1.25% | Reduce -15.3% | 10,748 | $4.0M |
| Summit Wealth & Retirement Planning, Inc. | 1.29% | Reduce -5.8% | 10,734 | $4.0M |
| Private Trust Co. NA | 0.40% | Add +9.3% | 10,650 | $4.0M |
| Key Financial Inc | 0.88% | Reduce -0.2% | 10,599 | $4.0M |
| Old Mission Capital LLC | 0.09% | Reduce -54.8% | 10,550 | $4.0M |
| Mainstream Capital Management LLC | 3.36% | — | 10,535 | $4.0M |
| Segment Wealth Management, LLC | 0.27% | No change | 10,534 | $4.0M |
| KMG Fiduciary Partners, LLC | 0.34% | Reduce -2.6% | 10,496 | $3.9M |
| Capital Asset Advisory Services LLC | 0.20% | Add +0.2% | 10,400 | $3.9M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | Add +1.9% | 10,428 | $3.9M |
| GenWealth Group, Inc. | 0.90% | Reduce -2.1% | 10,412 | $3.9M |
| SilverOak Wealth Management LLC | 0.87% | No change | 10,374 | $3.9M |
| Darwin Wealth Management, LLC | 1.06% | New | 10,318 | $3.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 10,314 | $3.9M |
| Davis R M Inc. | 0.07% | Add +3.4% | 10,308 | $3.9M |
| Thompson Siegel & Walmsley LLC | 0.06% | No change | 10,304 | $3.9M |
| Quantum Portfolio Management LLC | 2.09% | Reduce -23.2% | 10,289 | $3.9M |
| Pinnacle Wealth Planning Services, Inc. | 0.52% | Reduce -1.5% | 10,258 | $3.9M |
| Northeast Financial Consultants Inc | 0.17% | No change | 10,256 | $3.8M |
| Sage Mountain Advisors LLC | 0.33% | Reduce -0.3% | 10,231 | $3.8M |
| Park Edge Advisors, LLC | 1.09% | New | 10,193 | $3.8M |
| BBR Partners, LLC | 0.29% | No change | 10,163 | $3.8M |
| Mechanics Bank Trust Department | 0.51% | Reduce -1.6% | 10,144 | $3.8M |
| Mosaic Family Wealth Partners, LLC | 0.56% | Reduce -0.9% | 10,113 | $3.8M |
| Diversified Portfolios, Inc. | 0.39% | Reduce -1.2% | 10,082 | $3.8M |
| Evanson Asset Management, LLC | 0.27% | Add +0.1% | 10,080 | $3.8M |
| First National Trust Co | 0.15% | Reduce -4.8% | 10,070 | $3.8M |
| Flagship Harbor Advisors, LLC | 0.21% | Add +5.7% | 10,070 | $3.8M |
| Park Place Capital Corp | 1.09% | Reduce -3.0% | 10,068 | $3.8M |
| Wharton Business Group, LLC | 0.17% | Reduce -7.4% | 10,065 | $3.8M |
| Chicago Partners Investment Group LLC | 0.13% | Reduce -0.1% | 9,966 | $3.8M |
| WealthShield Partners, LLC | 0.51% | Add +0.2% | 10,052 | $3.8M |
| Pachira Investments Inc. | 2.90% | Add +44.1% | 10,040 | $3.8M |
| Enclave Advisors LLC | 0.64% | — | 9,990 | $3.8M |
| PFG Advisors | 0.24% | Add +0.1% | 9,968 | $3.7M |
| Fidelity D & D Bancorp Inc. | 2.48% | Add +8.2% | 9,943 | $3.7M |
| Premier Path Wealth Partners, LLC | 0.59% | Reduce -0.4% | 9,935 | $3.7M |
| Arcadia Wealth Management, LLC | 1.96% | Add +0.6% | 9,924 | $3.7M |
| Integrated Advisors Network LLC | 0.18% | Add +9.2% | 9,880 | $3.7M |
| Pure Financial Advisors, LLC | 0.09% | Reduce -1.1% | 9,845 | $3.7M |
| Mma Asset Management LLC | 0.98% | Add +125.4% | 11,745 | $3.7M |
| Family Capital Management, Inc. | 2.38% | Reduce -0.3% | 9,836 | $3.7M |
| Hilltop Holdings Inc. | 0.24% | Add +16.6% | 9,818 | $3.7M |
| Hillcrest Wealth Advisors - NY, LLC | 1.83% | No change | 9,750 | $3.7M |
| Aspiriant, LLC | 0.14% | Add +14.9% | 9,742 | $3.7M |
| Sierra Capital LLC | 0.44% | No change | 9,718 | $3.6M |
| Legacy Financial Group, Inc. | 1.24% | Reduce -2.1% | 9,751 | $3.6M |
| Waypoint Capital Advisors, LLC | 0.78% | No change | 9,696 | $3.6M |
| Congress Asset Management Co. | 0.02% | Reduce -59.5% | 9,657 | $3.6M |
| Towercrest Capital Management | 0.58% | Add +0.8% | 9,624 | $3.6M |
| International Assets Investment Management, LLC | 0.29% | Add +5.4% | 9,604 | $3.6M |
| Jefferies Financial Group Inc. | 0.06% | Reduce -2.6% | 9,574 | $3.6M |
| Sendero Wealth Management, LLC | 0.57% | Add +3.7% | 9,567 | $3.6M |
| Corrigan Financial, Inc. | 0.81% | Reduce -0.7% | 9,437 | $3.5M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -17.6% | 9,429 | $3.5M |
| Calamos Wealth Management LLC | 0.18% | Add +13.4% | 9,397 | $3.5M |
| Meridian Management Co. | 0.89% | No change | 9,354 | $3.5M |
| Waterway Wealth Management, LLC | 1.50% | Reduce -3.4% | 9,328 | $3.5M |
| FAS Wealth Partners, Inc. | 0.28% | Reduce -1.0% | 9,314 | $3.5M |
| Mayport, LLC | 1.12% | No change | 9,300 | $3.5M |
| Spirepoint Private Client, LLC | 0.46% | Add +0.0% | 9,288 | $3.5M |
| Towerpoint Wealth, LLC | 1.65% | Add +14.2% | 9,287 | $3.5M |
| Midland Wealth Advisors, LLC | 0.20% | Add +19.1% | 9,248 | $3.5M |
| Stratos Wealth Advisors, LLC | 0.16% | Reduce -45.0% | 9,237 | $3.5M |
| CRA Financial Services, LLC | 0.63% | Add +4.0% | 9,140 | $3.4M |
| Howland Capital Management LLC | 0.15% | Add +0.2% | 9,139 | $3.4M |
| Sharkey, Howes & Javer | 0.49% | No change | 9,109 | $3.4M |
| Mgo One Seven LLC | 0.15% | Reduce -0.3% | 9,038 | $3.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -1.4% | 8,847 | $3.4M |
| ProVise Management Group, LLC | 0.27% | Reduce -16.6% | 8,985 | $3.4M |
| Quotient Wealth Partners, LLC | 0.11% | Reduce -0.9% | 8,968 | $3.4M |
| Guidance Point Advisors, LLC | 1.02% | Add +0.1% | 8,938 | $3.4M |
| SOL Capital Management CO | 0.37% | Add +2.6% | 8,930 | $3.4M |
| Goodman Financial Corp | 0.75% | No change | 8,915 | $3.3M |
| Brightwater Advisory LLC | 2.46% | Reduce -3.2% | 8,907 | $3.3M |
| Good Life Advisors, LLC | 0.21% | Add +128.8% | 8,894 | $3.3M |
| Noble Family Wealth, LLC | 0.90% | Reduce -9.4% | 8,891 | $3.3M |
| Fairhaven Wealth Management, LLC | 1.02% | No change | 8,874 | $3.3M |
| Independent Financial Group, LLC | 0.12% | Reduce -6.7% | 8,850 | $3.3M |
| Oxford Financial Group, LTD. LLC | 0.21% | No change | 8,842 | $3.3M |
| Custos Family Office, LLC | 1.20% | Reduce -2.0% | 8,804 | $3.3M |
| jvl associates llc | 1.27% | Add +0.1% | 8,790 | $3.3M |
| SeaCrest Wealth Management, LLC | 0.35% | Add +3.6% | 8,778 | $3.3M |
| Atlantic Edge Private Wealth Management, LLC | 1.00% | No change | 8,767 | $3.3M |
| Wealth Dimensions Group, Ltd. | 0.83% | Reduce -1.2% | 8,722 | $3.3M |
| Angeles Wealth Management, LLC | 0.28% | Add +47.0% | 8,719 | $3.3M |
| Wealthstream Advisors, Inc. | 0.59% | Reduce -4.4% | 8,717 | $3.3M |
| Monograph Wealth Advisors, LLC | 0.43% | No change | 8,713 | $3.3M |
| Wedbush Securities Inc. | 0.12% | Add +1.7% | 8,687 | $3.3M |
| Certified Advisory Corp | 0.36% | Reduce -5.7% | 8,541 | $3.2M |
| Leo Wealth, LLC | 0.29% | Reduce -0.3% | 8,530 | $3.2M |
| Zacks Investment Management | 0.03% | Reduce -11.8% | 8,511 | $3.2M |
| Voya Investment Management LLC | 0.00% | Add +47.6% | 8,465 | $3.2M |
| Jackson Hole Capital Partners, LLC | 0.66% | No change | 8,443 | $3.2M |
| Meridian Wealth Management, LLC | 0.16% | New | 8,429 | $3.2M |
| Baron Financial Group, LLC | 1.93% | Reduce -2.8% | 8,410 | $3.2M |
| Belpointe Asset Management LLC | 0.19% | Reduce -9.1% | 8,359 | $3.1M |
| Jordan Park Group LLC | 0.21% | Add +2.1% | 8,352 | $3.1M |
| Annex Advisory Services, LLC | 0.10% | Reduce -0.1% | 8,306 | $3.1M |
| Roman Butler Fullerton & Co. | 0.94% | Add +310.2% | 8,184 | $3.1M |
| Empower Advisory Group, LLC | 0.01% | Reduce -5.8% | 8,177 | $3.1M |
| Quadrature Capital Ltd | 0.07% | New | 8,163 | $3.1M |
| Glass Jacobson Investment Advisors llc | 1.02% | Add +2.2% | 8,157 | $3.1M |
| Greenleaf Trust | 0.03% | Add +74.8% | 8,121 | $3.0M |
| Frank, Rimerman Advisors LLC | 0.22% | No change | 8,111 | $3.0M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -0.4% | 8,101 | $3.0M |
| Horan Securities, Inc. | 1.18% | Reduce -11.9% | 8,095 | $3.0M |
| Harbour Investments, Inc. | 0.09% | Reduce -5.0% | 8,052 | $3.0M |
| Canandaigua National Bank & Trust Co. | 0.29% | Reduce -1.1% | 8,026 | $3.0M |
| Weaver Capital Management LLC | 0.90% | No change | 8,010 | $3.0M |
| Insight 2811, Inc. | 1.49% | Reduce -2.4% | 7,984 | $3.0M |
| James J. Burns & Company, LLC | 0.54% | Reduce -2.4% | 7,983 | $3.0M |
| First United Bank & Trust | 1.08% | Reduce -2.5% | 7,976 | $3.0M |
| Perennial Investment Advisors, LLC | 0.39% | Add +0.1% | 7,916 | $3.0M |
| Pacific Capital Wealth Advisors, Inc. | 0.49% | Reduce -8.9% | 7,833 | $2.9M |
| Vance Wealth, LLC | 1.11% | Reduce -6.2% | 7,831 | $2.9M |
| Fiducient Advisors LLC | 0.34% | Reduce -0.1% | 7,830 | $2.9M |
| Adirondack Trust Co. | 1.13% | Add +13.9% | 7,829 | $2.9M |
| Glenview Trust Co | 0.06% | Add +2.4% | 7,801 | $2.9M |
| Cahaba Wealth Management, Inc. | 0.24% | Reduce -15.2% | 7,746 | $2.9M |
| Zions Bancorporation, N.A. | 0.21% | Add +11.2% | 7,738 | $2.9M |
| Pinebridge Investments, L.P. | 0.02% | New | 7,721 | $2.9M |
| Vista Capital Partners, Inc. | 0.33% | No change | 7,709 | $2.9M |
| Financial Advocates Investment Management | 0.16% | Reduce -5.8% | 7,776 | $2.9M |
| Biondo Investment Advisors, LLC | 0.39% | Add +0.5% | 7,671 | $2.9M |
| Gryphon Financial Partners LLC | 0.40% | Reduce -0.3% | 7,660 | $2.9M |
| Soltis Investment Advisors LLC | 0.28% | Reduce -1.5% | 7,649 | $2.9M |
| CoreCap Advisors, LLC | 0.14% | New | 7,649 | $2.9M |
| SouthState Bank Corp | 0.20% | Add +66.2% | 7,634 | $2.9M |
| Middleton & Co. Inc. | 0.32% | Reduce -2.3% | 7,625 | $2.9M |
| Burke & Herbert Bank & Trust Co. | 0.67% | Reduce -1.5% | 7,617 | $2.9M |
| Sabal Trust CO | 0.15% | Reduce -1.4% | 7,570 | $2.8M |
| Peddock Capital Advisors, LLC | 0.68% | Reduce -4.3% | 7,535 | $2.8M |
| Caldwell Trust Co | 0.30% | No change | 7,529 | $2.8M |
| Robinson Smith Wealth Advisors LLC | 2.39% | No change | 7,490 | $2.8M |
| GAMMA Investing LLC | 0.28% | Add +15.9% | 7,487 | $2.8M |
| Total Wealth Planning, LLC | 0.44% | Reduce -7.0% | 7,460 | $2.8M |
| Biltmore Family Office, LLC | 0.48% | Reduce -1.2% | 7,425 | $2.8M |
| Moss Adams Wealth Advisors LLC | 0.31% | Add +6.2% | 7,424 | $2.8M |
| Integrated Capital Management, Inc. | 2.15% | Reduce -6.8% | 7,418 | $2.8M |
| NFSG Corp | 0.98% | Add +60.5% | 7,412 | $2.8M |
| Crewe Advisors LLC | 0.32% | No change | 7,395 | $2.8M |
| Kapstone Financial Advisors LLC | 1.68% | Reduce -0.1% | 7,418 | $2.8M |
| Fisher Asset Management | 0.00% | Reduce -20.2% | 7,354 | $2.8M |
| Cullinan Associates Inc. | 0.16% | No change | 7,200 | $2.8M |
| Almanack Investment Partners, LLC. | 0.43% | Reduce -1.2% | 7,333 | $2.8M |
| National Philanthropic Trust | 0.05% | Add +34.1% | 7,299 | $2.7M |
| Highline Wealth Partners LLC | 0.92% | Add +22.7% | 7,298 | $2.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -3.1% | 7,295 | $2.7M |
| Merit Financial Group, LLC | 0.06% | Add +36.8% | 7,292 | $2.7M |
| Midwest Professional Planners, LTD. | 0.83% | Reduce -6.3% | 7,258 | $2.7M |
| Stephens Consulting, LLC | 0.70% | Reduce -0.2% | 7,237 | $2.7M |
| Suncoast Equity Management | 0.31% | Add +6.2% | 7,201 | $2.7M |
| Exencial Wealth Advisors, LLC | 0.10% | Add +2.6% | 7,131 | $2.7M |
| Aprio Wealth Management, LLC | 0.43% | Add +5.7% | 7,110 | $2.7M |
| Beaumont Financial Advisors, LLC | 0.21% | Add +0.8% | 7,107 | $2.7M |
| Global Trust Asset Management, LLC | 0.99% | Reduce -0.1% | 7,104 | $2.7M |
| Sandy Spring Bank | 0.11% | Reduce -13.1% | 7,086 | $2.7M |
| Meridian Wealth Advisors, LLC | 0.44% | Reduce -2.7% | 7,079 | $2.7M |
| Elevation Wealth Partners, LLC | 1.14% | Add +0.0% | 7,065 | $2.7M |
| Ramirez Asset Management, Inc. | 0.51% | No change | 7,050 | $2.6M |
| Transcend Capital Advisors, LLC | 0.18% | Reduce -1.9% | 6,991 | $2.6M |
| Element Pointe Advisors, LLC | 0.64% | Reduce -1.0% | 6,991 | $2.6M |
| Sustainable Growth Advisers, LP | 0.01% | Add +18.0% | 6,980 | $2.6M |
| Moneco Advisors, LLC | 0.33% | Reduce -6.8% | 6,975 | $2.6M |
| Tilson Financial Group, Inc. | 1.13% | New | 6,945 | $2.6M |
| First National Bank Sioux Falls | 1.18% | Reduce -0.1% | 6,929 | $2.6M |
| IFP Advisors, Inc | 0.09% | Add +2.9% | 6,928 | $2.6M |
| JFG Wealth Management, LLC | 0.71% | Add +353.7% | 6,928 | $2.6M |
| Diversify Wealth Management, LLC | 0.25% | New | 6,863 | $2.6M |
| Dentgroup LLC | 1.93% | Reduce -35.4% | 6,868 | $2.6M |
| Stonebridge Financial Planning Group, LLC | 1.23% | Reduce -0.3% | 6,854 | $2.6M |
| Merriman Wealth Management, LLC | 0.10% | Reduce -7.9% | 6,853 | $2.6M |
| Alliance Wealth Management Group | 0.68% | No change | 6,762 | $2.5M |
| Regal Investment Advisors LLC | 0.18% | Reduce -11.3% | 6,735 | $2.5M |
| Betterment LLC | 0.01% | Add +8.7% | 6,700 | $2.5M |
| General Partner, Inc. | 1.56% | No change | 6,696 | $2.5M |
| Client First Capital LLC | 1.39% | Add +6.6% | 6,695 | $2.5M |
| Fiduciary Financial Group, LLC | 0.57% | Reduce -0.8% | 6,633 | $2.5M |
| Cooper Financial Group | 0.32% | Reduce -8.8% | 6,655 | $2.5M |
| Quadrant Private Wealth Management, LLC | 0.62% | Reduce -9.2% | 6,655 | $2.5M |
| Moloney Securities Asset Management, LLC | 0.34% | Add +29.3% | 6,652 | $2.5M |
| Trust Point Inc. | 0.19% | Reduce -0.8% | 6,635 | $2.5M |
| Clear Creek Financial Management, LLC | 0.28% | Reduce -35.6% | 6,621 | $2.5M |
| GC Wealth Management RIA, LLC | 0.43% | Add +3.2% | 6,619 | $2.5M |
| Beirne Wealth Consulting Services, LLC | 0.87% | Reduce -30.2% | 6,607 | $2.5M |
| Cannell & Spears LLC | 0.05% | Reduce -0.1% | 6,597 | $2.5M |
| D. E. Shaw & Co. | 0.00% | New | 6,595 | $2.5M |
| Cannon Financial Strategists, Inc. | 0.43% | Reduce -4.5% | 6,584 | $2.5M |
| Auour Investments LLC | 0.88% | Reduce -1.3% | 6,381 | $2.5M |
| Maryland Capital Advisors Inc. | 1.19% | No change | 6,543 | $2.5M |
| G2 Capital Management, LLC / Oh | 0.72% | Reduce -1.2% | 6,529 | $2.5M |
| CGN Advisors LLC | 0.24% | Reduce -2.0% | 6,471 | $2.4M |
| Cambridge Advisors Inc. | 0.53% | Reduce -0.2% | 6,453 | $2.4M |
| Clifford Group, LLC | 1.88% | Reduce -1.0% | 6,433 | $2.4M |
| Great Waters Wealth Management | 0.33% | Add +0.1% | 6,423 | $2.4M |
| Norris Perne & French LLP | 0.17% | No change | 6,416 | $2.4M |
| Hoese & Co LLP | 2.01% | Reduce -5.8% | 6,392 | $2.4M |
| Level Four Advisory Services, LLC | 0.10% | Reduce -10.3% | 6,381 | $2.4M |
| Veracity Capital LLC | 0.91% | Reduce -3.2% | 6,358 | $2.4M |
| Chesley Taft & Associates LLC | 0.11% | Reduce -3.9% | 6,338 | $2.4M |
| Journey Strategic Wealth LLC | 0.09% | Reduce -3.6% | 6,297 | $2.4M |
| Revolve Wealth Partners, LLC | 0.36% | Reduce -7.7% | 6,294 | $2.4M |
| WMS Partners, LLC | 0.13% | Add +48.7% | 6,206 | $2.3M |
| SpiderRock Advisors, LLC | 0.05% | Add +144.6% | 6,206 | $2.3M |
| Bogart Wealth, LLC | 0.11% | Add +0.8% | 6,201 | $2.3M |
| QRG Capital Management, Inc. | 0.03% | Reduce -16.4% | 6,190 | $2.3M |
| Trust Co of the South | 0.49% | Add +23.3% | 6,180 | $2.3M |
| Beaton Management Co. Inc. | 1.17% | No change | 6,159 | $2.3M |
| Wescott Financial Advisory Group, LLC | 0.25% | Reduce -2.5% | 6,131 | $2.3M |
| Becker Capital Management Inc. | 0.07% | Add +0.0% | 6,125 | $2.3M |
| WealthBridge Capital Management, LLC | 0.66% | Reduce -0.6% | 6,122 | $2.3M |
| Plante Moran Financial Advisors, LLC | 0.20% | Reduce -0.1% | 6,107 | $2.3M |
| Trilogy Capital Inc. | 0.12% | Add +1.9% | 6,103 | $2.3M |
| Gries Financial LLC | 0.43% | Add +0.1% | 6,087 | $2.3M |
| Cascade Wealth Advisors, Inc | 1.63% | No change | 6,071 | $2.3M |
| Palisade Asset Management, LLC | 0.22% | Reduce -4.3% | 6,034 | $2.3M |
| Signet Financial Management, LLC | 0.29% | Reduce -1.2% | 6,033 | $2.3M |
| ALM First Financial Advisors, LLC | 0.56% | No change | 7,285 | $2.3M |
| Catalina Capital Group, LLC | 0.76% | Add +2.2% | 5,977 | $2.2M |
| Seven Mile Advisory | 1.48% | No change | 5,970 | $2.2M |
| Investmark Advisory Group LLC | 1.08% | Reduce -4.1% | 5,943 | $2.2M |
| Manchester Capital Management LLC | 0.26% | No change | 5,892 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +14.6% | 5,889 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.15% | Add +5.0% | 5,863 | $2.2M |
| Householder Group Estate & Retirement Specialist, LLC | 0.63% | Reduce -25.0% | 5,801 | $2.2M |
| Greenspring Advisors, LLC | 0.47% | No change | 5,709 | $2.1M |
| Autumn Glory Partners, LLC | 0.82% | No change | 5,707 | $2.1M |
| Clarius Group, LLC | 0.15% | Reduce -9.8% | 5,674 | $2.1M |
| TD Asset Management Inc | 0.00% | Reduce -0.1% | 5,705 | $2.1M |
| Salomon & Ludwin, LLC | 0.22% | Add +7.1% | 5,665 | $2.1M |
| CCG Wealth Management, LLC | 1.19% | No change | 5,648 | $2.1M |
| New Republic Capital, LLC | 1.21% | Reduce -22.1% | 5,621 | $2.1M |
| Trademark Financial Management, LLC | 1.67% | Add +13.6% | 5,617 | $2.1M |
| Blue Investment Partners LLC | 0.87% | New | 5,614 | $2.1M |
| Savvy Advisors, Inc. | 0.43% | Add +38.2% | 5,609 | $2.1M |
| Marmo Financial Group, LLC | 1.12% | Add +0.5% | 5,595 | $2.1M |
| Advisors Capital Management, LLC | 0.03% | Reduce -6.6% | 5,593 | $2.1M |
| Archer Investment Corp | 0.56% | Add +2.7% | 5,583 | $2.1M |
| Sterling Investment Counsel, LLC | 0.75% | Reduce -0.7% | 5,575 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -44.0% | 5,565 | $2.1M |
| Norris Financial Group, LLC | 1.03% | Reduce -17.8% | 5,564 | $2.1M |
| Old Mission Investment Co LLC | 0.64% | Reduce -0.8% | 5,539 | $2.1M |
| Colonial Trust Co / SC | 0.32% | Reduce -1.8% | 5,535 | $2.1M |
| Principal Securities, Inc. | 0.05% | Add +27.9% | 5,461 | $2.1M |
| Tarbox Family Office, Inc. | 0.34% | Add +0.0% | 5,448 | $2.0M |
| Independence Bank of Kentucky | 0.44% | Add +14.9% | 5,428 | $2.0M |
| KCM Investment Advisors LLC | 0.07% | Add +0.3% | 5,416 | $2.0M |
| Objective Capital Management, LLC | 1.19% | — | 5,395 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.14% | Reduce -0.2% | 5,371 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.21% | Add +9.3% | 5,358 | $2.0M |
| Focus Financial Network, Inc. | 0.08% | Add +5.0% | 5,345 | $2.0M |
| Beacon Financial Group | 0.22% | No change | 5,340 | $2.0M |
| Koshinski Asset Management, Inc. | 0.17% | Add +12.2% | 5,318 | $2.0M |
| Forte Capital LLC | 0.22% | Reduce -9.2% | 5,264 | $2.0M |
| Blankinship & Foster, LLC | 0.48% | Add +0.1% | 5,240 | $2.0M |
| Atalanta Sosnoff Capital, LLC | 0.04% | Reduce -5.9% | 5,240 | $2.0M |
| Luts & Greenleigh Group, Inc. | 1.89% | Add +1.9% | 5,235 | $2.0M |
| Wick Capital Partners, LLC | 0.63% | Reduce -3.5% | 5,222 | $2.0M |
| HUB Investment Partners, LLC | 0.09% | Add +0.1% | 5,198 | $2.0M |
| Ascent Group, LLC | 0.15% | Reduce -9.3% | 5,186 | $1.9M |
| Magnus Financial Group LLC | 0.20% | Reduce -3.3% | 5,157 | $1.9M |
| Matrix Private Capital Group LLC | 1.11% | Add +0.0% | 5,151 | $1.9M |
| Asset Dedication, LLC | 0.13% | Reduce -1.7% | 5,137 | $1.9M |
| USAdvisors Wealth Management, LLC | 0.67% | Reduce -2.9% | 5,159 | $1.9M |
| Providence Capital Advisors, LLC | 0.38% | Reduce -2.6% | 5,108 | $1.9M |
| Emprise Bank | 1.10% | No change | 5,086 | $1.9M |
| Summit Financial Strategies, Inc. | 0.21% | Reduce -6.2% | 5,080 | $1.9M |
| IFG Advisors, LLC | 0.40% | Add +0.1% | 5,027 | $1.9M |
| Acropolis Investment Management, LLC | 0.11% | Reduce -0.2% | 5,022 | $1.9M |
| Carret Asset Management, LLC | 0.20% | Add +86.3% | 4,983 | $1.9M |
| Salem Investment Counselors Inc. | 0.06% | Reduce -2.3% | 4,975 | $1.9M |
| Financial Connections Group, Inc. | 0.92% | No change | 4,974 | $1.9M |
| Thomasville National Bank | 0.14% | No change | 4,971 | $1.9M |
| VeraBank, N.A. | 0.54% | Add +0.2% | 4,963 | $1.9M |
| Home Federal Bank of Tennessee | 0.53% | No change | 4,960 | $1.9M |
| Curated Wealth Partners LLC | 0.24% | No change | 4,927 | $1.8M |
| Performance Wealth Partners, LLC | 0.06% | Add +37.6% | 4,912 | $1.8M |
| SkyView Investment Advisors, LLC | 0.31% | No change | 4,908 | $1.8M |
| Investment Advisory Group, LLC | 0.64% | Reduce -6.2% | 4,904 | $1.8M |
| Sands Capital Management, LLC | 0.01% | Reduce -24.6% | 4,900 | $1.8M |
| Advisor Resource Council | 0.83% | New | 4,898 | $1.8M |
| First Hawaiian Bank | 0.06% | Add +25.2% | 4,865 | $1.8M |
| Aft, Forsyth & Company, Inc. | 0.89% | Add +0.0% | 4,811 | $1.8M |
| Courier Capital LLC | 0.12% | Reduce -0.3% | 4,810 | $1.8M |
| MWA Asset Management | 1.20% | Reduce -3.0% | 4,801 | $1.8M |
| Plancorp, LLC | 0.07% | Add +0.0% | 4,787 | $1.8M |
| West Michigan Advisors, LLC | 0.54% | Add +4.9% | 4,778 | $1.8M |
| Gallacher Capital Management LLC | 0.82% | No change | 4,770 | $1.8M |
| Petix & Botte Co | 0.48% | No change | 4,764 | $1.8M |
| Tranquility Partners, LLC | 0.65% | Reduce -1.8% | 4,761 | $1.8M |
| Hyperion Partners, LLC | 1.14% | Add +2.6% | 4,747 | $1.8M |
| Donaldson Capital Management, LLC | 0.07% | No change | 4,742 | $1.8M |
| Drive Wealth Management, LLC | 0.46% | Add +16.0% | 4,716 | $1.8M |
| Maxwell Wealth Strategies Inc. | 0.75% | Reduce -0.1% | 4,640 | $1.8M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -2.0% | 4,687 | $1.8M |
| Cypress Capital Group | 0.20% | Reduce -1.6% | 4,684 | $1.8M |
| Washington Trust Advisors, Inc. | 0.15% | Reduce -0.8% | 4,679 | $1.8M |
| Bensler, LLC | 0.22% | Add +0.5% | 4,673 | $1.8M |
| World Investment Advisors | 0.06% | Add +18.3% | 4,719 | $1.8M |
| Lake Street Advisors Group, LLC | 0.08% | Add +0.0% | 4,661 | $1.7M |
| Empirical Asset Management, LLC | 0.62% | No change | 5,294 | $1.7M |
| HTG Investment Advisors, Inc. | 0.82% | Reduce -13.0% | 4,636 | $1.7M |
| Rockwood Wealth Management, LLC | 0.19% | Reduce -53.4% | 4,628 | $1.7M |
| Glassman Wealth Services | 0.30% | Add +0.0% | 4,613 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +30.4% | 4,673 | $1.7M |
| Westwood Holdings Group Inc. | 0.01% | Add +36.9% | 4,606 | $1.7M |
| Verus Capital Partners, LLC | 0.17% | Reduce -1.2% | 4,600 | $1.7M |
| Willow Creek Wealth Management Inc. | 0.18% | No change | 4,600 | $1.7M |
| Selective Wealth Management, Inc. | 0.72% | Add +0.1% | 4,581 | $1.7M |
| WASHINGTON TRUST Co | 0.06% | No change | 4,580 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.16% | Reduce -0.2% | 4,572 | $1.7M |
| Broadview Financial Management, LLC | 1.16% | Reduce -1.4% | 4,556 | $1.7M |
| Blue Bell Private Wealth Management, LLC | 0.33% | No change | 4,548 | $1.7M |
| Ironwood Financial, llc | 0.36% | Reduce -1.1% | 4,547 | $1.7M |
| Evergreen Capital Management LLC | 0.06% | No change | 4,526 | $1.7M |
| Townsend Asset Management Corp. /NC/ | 0.63% | Reduce -2.5% | 4,511 | $1.7M |
| Financial Insights, Inc. | 0.55% | Reduce -8.7% | 4,507 | $1.7M |
| Cascade Financial Partners, LLC | 0.21% | Reduce -3.3% | 4,397 | $1.7M |
| Cardiff Park Advisors, LLC | 0.15% | Add +0.0% | 4,494 | $1.7M |
| Intrust Bank NA | 0.17% | Reduce -1.1% | 4,489 | $1.7M |
| Cidel Asset Management Inc. | 0.12% | No change | 4,485 | $1.7M |
| Brown, Lisle/Cummings, Inc. | 0.51% | Reduce -17.0% | 4,475 | $1.7M |
| TCV Trust & Wealth Management, Inc. | 0.15% | Reduce -3.1% | 4,469 | $1.7M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 4,460 | $1.7M |
| Jacobi Capital Management LLC | 0.13% | Add +120.4% | 4,441 | $1.7M |
| Castle Wealth Management LLC | 0.67% | Reduce -1.2% | 4,437 | $1.7M |
| BOK Financial Private Wealth, Inc. | 0.12% | Add +1.0% | 4,418 | $1.7M |
| Grant Street Asset Management, Inc. | 0.48% | Add +25.3% | 4,401 | $1.7M |
| Bedel Financial Consulting, Inc. | 0.23% | Reduce -0.6% | 4,375 | $1.6M |
| HMS Capital Management, LLC | 0.80% | No change | 4,371 | $1.6M |
| Sage Capital Management, LLC | 0.79% | Reduce -5.4% | 4,365 | $1.6M |
| Raab & Moskowitz Asset Management LLC | 0.41% | Reduce -1.8% | 4,353 | $1.6M |
| Valley National Advisers Inc. | 0.29% | Reduce -1.8% | 4,349 | $1.6M |
| Brookmont Capital Management | 0.84% | Reduce -1.8% | 4,339 | $1.6M |
| Keystone Wealth Services, LLC | 0.45% | Add +79.9% | 4,336 | $1.6M |
| Mattern Capital Management, LLC | 0.20% | No change | 4,328 | $1.6M |
| Apella Capital, LLC | 0.07% | Add +1.6% | 4,385 | $1.6M |
| Burns J W & Co. Inc. | 0.21% | Reduce -3.0% | 4,317 | $1.6M |
| Orser Capital Management, LLC | 1.15% | Add +0.2% | 4,288 | $1.6M |
| Evermay Wealth Management LLC | 0.26% | Add +0.2% | 4,270 | $1.6M |
| 9258 Wealth Management, LLC | 0.24% | Add +0.5% | 4,266 | $1.6M |
| Hancock Whitney Corp. | 0.05% | Reduce -0.3% | 4,258 | $1.6M |
| Money Concepts Capital Corp. | 0.12% | Add +125.8% | 4,243 | $1.6M |
| Welch & Forbes LLC | 0.02% | No change | 4,215 | $1.6M |
| Beacon Financial Advisory LLC | 0.54% | Add +11.7% | 4,202 | $1.6M |
| Benchmark Financial Wealth Advisors, LLC | 0.53% | Add +12.4% | 4,197 | $1.6M |
| Renasant Bank | 1.03% | Reduce -6.8% | 4,177 | $1.6M |
| Lloyd Advisory Services, LLC. | 0.76% | New | 4,177 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.15% | Reduce -5.3% | 4,175 | $1.6M |
| Northeast Investment Management | 0.07% | Reduce -8.6% | 4,166 | $1.6M |
| Pin Oak Investment Advisors Inc. | 1.42% | Add +1.3% | 4,166 | $1.6M |
| Cambridge Financial Group, LLC | 0.65% | Reduce -4.4% | 4,164 | $1.6M |
| PFG Investments, LLC | 0.10% | Reduce -3.4% | 4,163 | $1.6M |
| S.A. Mason LLC | 0.82% | Reduce -4.0% | 4,144 | $1.6M |
| RFP Financial Group LLC | 0.51% | No change | 4,135 | $1.6M |
| Wealthspire Retirement, LLC | 0.12% | Reduce -0.4% | 4,089 | $1.5M |
| MBL Wealth, LLC | 0.17% | Add +3.4% | 4,086 | $1.5M |
| Regimen Wealth, LLC | 0.50% | Reduce -0.1% | 4,079 | $1.5M |
| Vise Technologies, Inc. | 0.19% | Reduce -9.2% | 4,077 | $1.5M |
| Edgemoor Investment Advisors, Inc. | 0.13% | Add +3.0% | 4,072 | $1.5M |
| Arax Advisory Partners | 0.14% | Add +13.7% | 4,056 | $1.5M |
| Clarkston Capital Partners, LLC | 0.03% | Reduce -7.7% | 4,048 | $1.5M |
| PrairieView Partners, LLC | 0.16% | No change | 4,029 | $1.5M |
| Ewa, LLC | 0.54% | Add +3.8% | 3,818 | $1.5M |
| Florida Trust Wealth Management Co | 0.05% | Add +222.7% | 3,995 | $1.5M |
| Retirement Planning Group, LLC | 0.08% | Add +137.9% | 3,994 | $1.5M |
| Laurel Wealth Advisors LLC | 0.24% | No change | 3,984 | $1.5M |
| Sheets Smith Wealth Management | 0.18% | No change | 3,967 | $1.5M |
| Kanawha Capital Management LLC | 0.11% | Reduce -2.9% | 3,967 | $1.5M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.38% | No change | 3,948 | $1.5M |
| Quadrant Capital Group LLC | 0.10% | Add +0.7% | 3,945 | $1.5M |
| Allegheny Financial Group | 0.36% | Reduce -0.1% | 3,936 | $1.5M |
| Brio Consultants, LLC | 0.23% | Reduce -8.0% | 3,933 | $1.5M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | No change | 3,932 | $1.5M |
| Forum Private Client Group LLC | 0.65% | Reduce -0.6% | 3,924 | $1.5M |
| Harvest Investment Services, LLC | 0.47% | Add +2.3% | 3,923 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -0.7% | 3,916 | $1.5M |
| Venturi Wealth Management, LLC | 0.08% | No change | 3,913 | $1.5M |
| Financial Management Network Inc. | 0.30% | Reduce -1.5% | 3,882 | $1.5M |
| Morton Capital Management LLC | 0.29% | Add +30.6% | 3,870 | $1.5M |
| American Investment Services, Inc. | 0.24% | Reduce -7.8% | 3,862 | $1.4M |
| Cordgrass Capital Advisors, LLC | 0.42% | Reduce -2.5% | 3,857 | $1.4M |
| TBH Global Asset Management, LLC | 0.32% | No change | 3,857 | $1.4M |
| Planning Alternatives Ltd. | 0.22% | No change | 3,855 | $1.4M |
| Encompass Wealth Advisors, LLC | 0.36% | No change | 3,851 | $1.4M |
| Partners in Financial Planning | 0.29% | No change | 3,840 | $1.4M |
| Nova R Wealth, Inc. | 0.71% | Add +0.5% | 3,815 | $1.4M |
| BHK Investment Advisors, LLC | 0.53% | No change | 3,810 | $1.4M |
| Asset Management Group, Inc. | 0.20% | Add +0.2% | 3,799 | $1.4M |
| Greenwood Gearhart LLC | 0.12% | Add +1.7% | 3,796 | $1.4M |
| Financial Sense Advisors, Inc. | 0.39% | Reduce -0.5% | 3,779 | $1.4M |
| FWL Investment Management, LLC | 0.54% | Reduce -2.6% | 3,775 | $1.4M |
| BlueChip Wealth Advisors LLC | 0.74% | Add +6.8% | 3,757 | $1.4M |
| Essex Bank | 0.35% | Add +1.9% | 3,755 | $1.4M |
| Colony Family Offices, LLC | 0.44% | Reduce -41.5% | 3,745 | $1.4M |
| Brown Financial Advisory | 0.99% | No change | 3,737 | $1.4M |
| Jupiter Wealth Management LLC | 0.72% | No change | 3,735 | $1.4M |
| Independent Solutions Wealth Management, LLC | 0.32% | Add +1.5% | 3,729 | $1.4M |
| Asset Allocation Strategies LLC | 0.40% | Reduce -3.3% | 3,720 | $1.4M |
| Nicolet Advisory Services, LLC | 0.13% | Add +37.5% | 3,767 | $1.4M |
| Alamar Capital Management, LLC | 0.77% | Add +2.1% | 3,716 | $1.4M |
| GYL Financial Synergies, LLC | 0.10% | Add +1.0% | 3,709 | $1.4M |
| American Financial & Tax Strategies Inc. | 0.71% | Add +0.0% | 3,708 | $1.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -0.1% | 3,700 | $1.4M |
| O'Dell Group, LLC | 0.31% | Add +2.2% | 3,688 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -12.9% | 3,680 | $1.4M |
| Archford Capital Strategies, LLC | 0.21% | No change | 3,600 | $1.4M |
| Chapin Davis, Inc. | 0.45% | Reduce -0.3% | 3,671 | $1.4M |
| PGIM Custom Harvest LLC | 0.03% | Add +4.3% | 3,638 | $1.4M |
| Symphony Financial Services, Inc. | 1.16% | Add +4.6% | 3,629 | $1.4M |
| Strategic Financial Services, Inc. | 0.08% | Reduce -12.8% | 3,616 | $1.4M |
| WestHill Financial Advisors, Inc. | 0.30% | Reduce -5.4% | 3,612 | $1.4M |
| Quantbot Technologies LP | 0.05% | New | 3,603 | $1.4M |
| M. Kulyk & Associates, LLC | 0.27% | No change | 3,590 | $1.3M |
| Pallas Capital Advisors LLC | 0.06% | No change | 3,523 | $1.3M |
| Pursue Wealth Partners LLC | 0.73% | Add +9.8% | 3,575 | $1.3M |
| GAMCO Investors | 0.01% | Reduce -0.6% | 3,570 | $1.3M |
| Golden Road Advisors LLC | 1.05% | Reduce -0.9% | 3,567 | $1.3M |
| Heritage Financial Services, LLC | 0.18% | Reduce -2.2% | 3,535 | $1.3M |
| Schnieders Capital Management LLC | 0.25% | Reduce -8.8% | 3,530 | $1.3M |
| Greatmark Investment Partners, Inc. | 0.18% | No change | 3,518 | $1.3M |
| Millennium Management | 0.00% | Reduce -88.9% | 3,513 | $1.3M |
| Westmount Partners, LLC | 0.39% | No change | 3,494 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.08% | Add +1.3% | 3,487 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -38.5% | 3,485 | $1.3M |
| BSW Wealth Partners | 0.20% | No change | 3,469 | $1.3M |
| Ballast Advisors LLC | 0.40% | Reduce -5.8% | 3,460 | $1.3M |
| Turtle Creek Wealth Advisors, LLC | 0.26% | Add +1.1% | 3,443 | $1.3M |
| Proactive Wealth Strategies LLC | 0.72% | — | 3,437 | $1.3M |
| Riverpoint Wealth Management Holdings, LLC | 0.33% | Reduce -0.3% | 3,423 | $1.3M |
| Lee Danner & Bass Inc. | 0.09% | No change | 3,417 | $1.3M |
| Arista Wealth Management, LLC | 0.31% | No change | 3,414 | $1.3M |
| Capital Wealth Alliance, LLC | 0.74% | Reduce -17.8% | 3,376 | $1.3M |
| Summit X, LLC | 0.30% | No change | 3,439 | $1.3M |
| Founders Financial Securities LLC | 0.12% | Add +7.5% | 3,332 | $1.3M |
| Woodmont Investment Counsel LLC | 0.09% | Add +4.8% | 3,329 | $1.2M |
| Watershed Private Wealth LLC | 0.50% | No change | 3,315 | $1.2M |
| Parisi Gray Wealth Management | 0.41% | Add +0.1% | 3,314 | $1.2M |
| Capital City Trust Co. | 0.31% | No change | 3,308 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Add +1.5% | 3,299 | $1.2M |
| SP Asset Management LLC | 0.10% | No change | 3,293 | $1.2M |
| Bluespring Wealth Management, LLC | 0.12% | No change | 3,291 | $1.2M |
| Stegner Investment Associates Inc. | 0.84% | Reduce -8.4% | 3,279 | $1.2M |
| Axiom Advisory, LLC | 0.01% | Add +1.2% | 3,328 | $1.2M |
| Bank of New Hampshire | 0.30% | No change | 3,230 | $1.2M |
| Ellevest, Inc. | 0.07% | No change | 3,220 | $1.2M |
| Massachusetts Financial Services Co. | 0.00% | Add +43.4% | 3,219 | $1.2M |
| Activest Wealth Management | 0.37% | Reduce -0.4% | 3,218 | $1.2M |
| Berkeley Capital Partners, LLC | 0.34% | No change | 3,216 | $1.2M |
| Aspen Wealth Management LLC | 0.37% | Reduce -9.4% | 3,207 | $1.2M |
| Roberts Financial Services LLC | 0.22% | Reduce -2.3% | 3,183 | $1.2M |
| Pacific Financial Group Inc. | 0.87% | Reduce -5.6% | 3,170 | $1.2M |
| Financial Perspectives, Inc | 0.41% | Add +1.7% | 3,168 | $1.2M |
| Riverview Capital Advisers, LLC | 0.37% | Add +1.8% | 3,159 | $1.2M |
| Appleton Partners Inc. | 0.09% | Add +0.1% | 3,144 | $1.2M |
| WealthPLAN Partners, LLC | 0.16% | Reduce -4.8% | 3,141 | $1.2M |
| Parker Financial LLC | 0.59% | Reduce -14.3% | 3,135 | $1.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.06% | Add +0.4% | 3,130 | $1.2M |
| Seneca Financial Advisors LLC | 0.57% | Reduce -10.6% | 3,130 | $1.2M |
| Ballew Advisors, Inc | 0.78% | Reduce -0.6% | 3,083 | $1.2M |
| NWK Group, Inc. | 0.47% | Add +1.3% | 3,099 | $1.2M |
| Sharp Wealth Advisory, LLC | 0.90% | Reduce -10.3% | 3,089 | $1.2M |
| Rockbridge Investment Management, LCC | 0.15% | Add +3.2% | 3,083 | $1.2M |
| Tritonpoint Wealth, LLC | 0.11% | Reduce -3.1% | 3,095 | $1.2M |
| Ascentis Independent Advisors | 0.18% | Reduce -13.3% | 3,075 | $1.2M |
| CBIZ Investment Advisory Services, LLC | 0.06% | Reduce -5.4% | 3,066 | $1.2M |
| Manhattan West Asset Management, LLC | 0.30% | Reduce -1.8% | 3,061 | $1.1M |
| St. Clair Advisors, LLC | 0.33% | Add +0.2% | 3,060 | $1.1M |
| 17 Capital Partners, LLC | 0.75% | Add +7.9% | 3,055 | $1.1M |
| Destination Wealth Management | 0.04% | Reduce -9.6% | 3,052 | $1.1M |
| Heartwood Wealth Advisors LLC | 0.13% | Reduce -0.6% | 3,050 | $1.1M |
| Argus Investors' Counsel, Inc. | 0.75% | Reduce -0.0% | 3,046 | $1.1M |
| AAF Wealth Management, LLC | 0.58% | Reduce -0.3% | 3,046 | $1.1M |
| Code Waechter LLC | 1.09% | — | 3,040 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.16% | Reduce -9.2% | 3,026 | $1.1M |
| Silicon Valley Capital Partners | 0.15% | Add +0.2% | 3,020 | $1.1M |
| Q3 Asset Management | 0.27% | Add +368.2% | 3,020 | $1.1M |
| LS Investment Advisors, LLC | 0.17% | No change | 3,016 | $1.1M |
| Addison Advisors LLC | 0.31% | Reduce -5.8% | 3,005 | $1.1M |
| HFG Advisors, Inc. | 1.00% | No change | 3,001 | $1.1M |
| Estate Counselors, LLC | 0.12% | Add +0.0% | 2,999 | $1.1M |
| Geneva Partners, LLC | 0.49% | Add +0.8% | 2,986 | $1.1M |
| Opus Capital Group, LLC | 0.14% | No change | 2,980 | $1.1M |
| Goldstein Advisors, LLC | 0.17% | Reduce -5.8% | 2,979 | $1.1M |
| HBW Advisory Services LLC | 0.16% | Reduce -22.3% | 2,970 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +14.8% | 2,970 | $1.1M |
| Lyell Wealth Management, LP | 0.10% | Reduce -1.8% | 2,965 | $1.1M |
| Aspen Grove Capital, LLC | 0.25% | Add +0.0% | 2,958 | $1.1M |
| Hemington Wealth Management | 0.30% | Reduce -2.2% | 2,967 | $1.1M |
| Waterfront Wealth Inc. | 0.27% | Reduce -10.3% | 2,878 | $1.1M |
| Ashton Thomas Securities, LLC | 0.22% | Reduce -10.1% | 2,951 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -7.5% | 2,949 | $1.1M |
| Carnegie Investment Counsel | 0.03% | Add +5.9% | 2,946 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | New | 2,946 | $1.1M |
| First Commonwealth Financial Corp | 0.26% | No change | 2,937 | $1.1M |
| Adero Partners, LLC | 0.07% | No change | 2,934 | $1.1M |
| First City Capital Management, Inc. | 0.57% | No change | 2,929 | $1.1M |
| Tortoise Investment Management, LLC | 0.11% | Add +14.7% | 2,928 | $1.1M |
| Obermeyer Wealth Partners | 0.06% | Reduce -6.4% | 2,910 | $1.1M |
| Zhang Financial LLC | 0.07% | Add +0.1% | 2,903 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.03% | Add +0.9% | 2,897 | $1.1M |
| Interchange Capital Partners, LLC | 0.39% | Reduce -1.8% | 2,895 | $1.1M |
| Sand Hill Global Advisors, LLC | 0.05% | Add +9.4% | 2,878 | $1.1M |
| Gateway Wealth Partners, LLC | 0.30% | Add +10.1% | 2,876 | $1.1M |
| Rollins Financial Advisors, LLC | 0.18% | Reduce -8.7% | 2,856 | $1.1M |
| First Bank & Trust | 0.20% | Reduce -1.8% | 2,855 | $1.1M |
| Smith Salley Wealth Management | 0.07% | Reduce -2.6% | 2,849 | $1.1M |
| Baker Boyer National Bank | 0.36% | Add +0.8% | 2,834 | $1.1M |
| Evensky & Katz LLC | 0.07% | Reduce -6.8% | 2,805 | $1.1M |
| Galvin, Gaustad & Stein, LLC | 0.10% | No change | 2,800 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.48% | Add +54.7% | 2,777 | $1.0M |
| Orrstown Financial Services Inc. | 0.31% | New | 2,780 | $1.0M |
| Cozad Asset Management Inc. | 0.10% | No change | 2,770 | $1.0M |
| Rossmore Private Capital | 0.13% | Reduce -0.3% | 2,768 | $1.0M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +7.1% | 2,766 | $1.0M |
| Coastline Trust Co | 0.12% | Reduce -9.1% | 2,765 | $1.0M |
| RiverFront Investment Group, LLC | 0.02% | Add +26.7% | 2,750 | $1.0M |
| Symphony Financial, Ltd. Co. | 0.17% | Reduce -0.7% | 2,753 | $1.0M |
| United Bank | 0.12% | Reduce -6.5% | 2,739 | $1.0M |
| Chicago Capital, LLC | 0.03% | Add +4.6% | 2,737 | $1.0M |
| Sprinkle Financial Consultants LLC | 0.73% | Add +0.1% | 2,726 | $1.0M |
| Headlands Technologies LLC | 0.12% | Reduce -84.7% | 2,721 | $1.0M |
| Barnes Pettey Financial Advisors, LLC | 0.81% | No change | 2,695 | $1.0M |
| Kendall Capital Management | 0.31% | Reduce -18.4% | 2,680 | $1.0M |
| Smithfield Trust Co | 0.05% | Reduce -1.3% | 2,663 | $1.0M |
| TAGStone Capital, Inc. | 0.51% | Add +0.1% | 2,654 | $996K |
| Stanley-Laman Group, Ltd. | 0.13% | No change | 2,652 | $996K |
| Resonant Capital Advisors, LLC | 0.07% | Add +3.3% | 2,637 | $990K |
| Spinnaker Trust | 0.06% | Reduce -3.1% | 2,636 | $990K |
| Edgestream Partners, L.P. | 0.04% | Add +30.2% | 2,636 | $990K |
| Petredis Investment Advisors LLC | 0.10% | No change | 2,623 | $985K |
| Ackerman Capital Advisors, LLC | 0.25% | No change | 2,610 | $980K |
| Assetmark, Inc. | 0.00% | Add +86.5% | 2,607 | $979K |
| Wealth Architects, LLC | 0.11% | No change | 2,606 | $978K |
| Financial Partners Group, Inc | 0.14% | Reduce -0.3% | 2,603 | $977K |
| First Merchants Corp. | 0.04% | Add +7.1% | 2,599 | $976K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +29.7% | 2,591 | $973K |
| Tennessee Valley Asset Management Partners | 0.16% | Add +13.5% | 2,536 | $972K |
| GPS Wealth Strategies Group, LLC | 0.13% | Reduce -0.5% | 2,589 | $972K |
| Sunbelt Securities, Inc. | 0.10% | Add +4.4% | 2,584 | $970K |
| TFC Financial Management, Inc. | 0.15% | No change | 2,577 | $968K |
| Fortis Group Advisors, LLC | 0.18% | No change | 2,577 | $967K |
| Insight Advisors, LLC/ PA | 0.17% | Add +0.1% | 2,575 | $967K |
| Geneos Wealth Management Inc. | 0.04% | Reduce -3.6% | 2,575 | $967K |
| Ritholtz Wealth Management | 0.03% | Reduce -19.8% | 2,575 | $967K |
| Fortis Capital Advisors, LLC | 0.32% | Reduce -6.7% | 2,574 | $966K |
| Everett Harris & Co. | 0.01% | No change | 2,573 | $966K |
| Peak Planning Group, LLC | 0.42% | Reduce -3.0% | 2,563 | $962K |
| Compound Planning, Inc. | 0.06% | Reduce -17.4% | 2,547 | $956K |
| LRI Investments, LLC | 0.09% | Add +101.5% | 2,416 | $956K |
| Signature Wealth Management Partners, LLC | 0.69% | Add +0.4% | 2,545 | $955K |
| SFG Wealth Management, LLC. | 0.51% | Reduce -13.9% | 2,545 | $955K |
| Thrive Wealth Management, LLC | 0.17% | Reduce -8.8% | 2,538 | $953K |
| Collective Family Office LLC | 0.26% | Reduce -4.9% | 2,531 | $950K |
| Castleview Partners, LLC | 0.55% | Reduce -0.3% | 2,530 | $950K |
| Walkner Condon Financial Advisors LLC | 0.19% | Reduce -2.3% | 2,527 | $949K |
| Power Wealth Management LLC | 0.40% | Reduce -4.0% | 2,520 | $946K |
| Bailard, Inc. | 0.02% | Reduce -2.3% | 2,509 | $942K |
| Orgel Wealth Management, LLC | 0.02% | No change | 2,490 | $935K |
| MA Private Wealth | 0.17% | Reduce -5.6% | 2,485 | $933K |
| Private Capital Management LLC | 0.17% | Add +17.7% | 2,480 | $931K |
| Bank of Hawaii | 0.04% | Reduce -1.1% | 2,476 | $929K |
| Csenge Advisory Group | 0.05% | Add +46.5% | 2,438 | $926K |
| Wolverine Trading, LLC | 0.02% | Add +70.0% | 2,477 | $925K |
| First Financial Corp. | 0.44% | Reduce -0.7% | 2,464 | $925K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +3.1% | 2,463 | $925K |
| CWA Asset Management Group, LLC | 0.05% | — | 2,454 | $921K |
| Madison Asset Management, LLC | 0.01% | Reduce -15.4% | 2,440 | $916K |
| Union Savings Bank | 0.45% | No change | 2,424 | $910K |
| Rothschild Wealth LLC | 0.27% | Add +2073.8% | 17,869 | $910K |
| Citizens & Northern Corp. | 0.27% | Reduce -3.9% | 2,423 | $910K |
| Wedmont Private Capital | 0.05% | Add +17.8% | 2,452 | $909K |
| Goldstone Financial Group, LLC | 0.16% | Add +4.1% | 2,420 | $909K |
| Reston Wealth Management LLC | 0.33% | Add +5.0% | 2,416 | $907K |
| Compton Wealth Advisory Group, LLC | 0.23% | No change | 2,416 | $907K |
| Family Manage LLC | 0.15% | No change | 2,415 | $907K |
| SageView Advisory Group, LLC | 0.05% | Reduce -26.9% | 2,413 | $906K |
| Prosperity Wealth Management, Inc. | 0.36% | Add +17.2% | 2,412 | $905K |
| Steel Grove Capital Advisors, LLC | 0.13% | Reduce -0.6% | 2,420 | $904K |
| Diversified, LLC | 0.10% | Add +3.4% | 2,405 | $903K |
| Diversified Enterprises, LLC | 0.10% | — | 2,405 | $903K |
| WNY Asset Management, LLC | 0.11% | Reduce -3.0% | 2,405 | $903K |
| Vontobel Holding Ltd. | 0.00% | Reduce -15.7% | 2,400 | $901K |
| Tull Financial Group, Inc. | 0.55% | — | 2,393 | $898K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.20% | Reduce -0.4% | 2,385 | $895K |
| Presilium Private Wealth, LLC | 0.21% | No change | 2,380 | $893K |
| First Manhattan Co. Llc. | 0.00% | Add +63.3% | 2,366 | $888K |
| Gotham Asset Management | 0.01% | No change | 2,357 | $885K |
| Beacon Capital Management, LLC | 0.13% | Reduce -3.5% | 2,344 | $880K |
| Strategies Wealth Advisors, LLC | 0.12% | Reduce -2.7% | 2,343 | $879K |
| PBMares Wealth Management LLC | 0.18% | Add +8.6% | 2,342 | $879K |
| Theory Financial LLC | 0.39% | Add +0.9% | 2,348 | $878K |
| Atwood & Palmer Inc. | 0.06% | No change | 2,334 | $876K |
| Verus Financial Partners, Inc. | 0.10% | No change | 2,362 | $875K |
| Capital Analysts, LLC | 0.04% | Add +55.8% | 2,322 | $872K |
| Latitude Advisors, LLC | 0.49% | Add +14.3% | 2,322 | $872K |
| Stockman Wealth Management, Inc. | 0.14% | Reduce -1.9% | 2,321 | $871K |
| Falcon Wealth Planning | 0.10% | Add +1.8% | 2,311 | $868K |
| Eight 31 Financial, LLC | 0.67% | Add +11.1% | 2,308 | $866K |
| Prosperity Planning, Inc. | 0.38% | No change | 2,301 | $864K |
| Coppell Advisory Solutions LLC | 0.13% | Reduce -20.3% | 2,304 | $861K |
| J. W. Coons Advisors, LLC | 0.16% | No change | 2,292 | $860K |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -1.6% | 2,286 | $858K |
| Strategic Blueprint, LLC | 0.05% | Reduce -7.4% | 2,285 | $858K |
| Mosaic Financial Group, LLC | 0.61% | Add +0.1% | 2,283 | $857K |
| Hamilton Point Investment Advisors, LLC | 0.15% | Reduce -4.2% | 2,278 | $855K |
| Personal Cfo Solutions, LLC | 0.12% | Reduce -44.5% | 2,266 | $851K |
| Full Sail Capital, LLC | 0.05% | Reduce -2.0% | 2,263 | $849K |
| Valley Wealth Managers, Inc. | 0.06% | Reduce -0.8% | 2,261 | $849K |
| Ledyard National Bank | 0.08% | No change | 2,256 | $847K |
| Little House Capital LLC | 0.24% | Add +1.9% | 2,255 | $846K |
| Forthright Family Wealth Advisory LLC | 0.54% | Add +7.3% | 2,046 | $845K |
| Elevatus Welath Management | 0.28% | No change | 2,249 | $844K |
| Integrity Wealth Solutions LLC | 0.49% | Add +0.1% | 2,239 | $841K |
| StoneX Group Inc. | 0.06% | Reduce -7.5% | 2,239 | $840K |
| Sightline Wealth Advisors, LLC | 0.46% | Add +0.1% | 2,223 | $835K |
| Lee Financial Co | 0.12% | Reduce -1.1% | 2,219 | $833K |
| Kavar Capital Partners Group, LLC | 0.13% | No change | 2,219 | $833K |
| Bristlecone Advisors, LLC | 0.07% | Add +35.2% | 2,209 | $829K |
| Weaver Consulting Group | 0.26% | No change | 2,207 | $828K |
| Harfst & Associates, Inc. | 0.19% | Reduce -0.2% | 2,206 | $828K |
| Larson Financial Group LLC | 0.05% | Reduce -71.7% | 2,204 | $827K |
| Anson Capital, Inc. | 0.74% | Reduce -6.2% | 2,200 | $826K |
| Bordeaux Wealth Advisors LLC | 0.15% | Reduce -11.7% | 2,197 | $825K |
| McIlrath & Eck, LLC | 0.11% | Add +34.1% | 2,191 | $822K |
| Capital Advisors Inc. | 0.02% | Add +25.2% | 2,174 | $816K |
| Private Wealth Advisors, LLC | 0.33% | No change | 2,202 | $815K |
| New Potomac Partners, LLC | 0.42% | No change | 2,170 | $815K |
| Burney Co./ | 0.03% | Reduce -8.5% | 2,154 | $809K |
| Debussy Capital Management LP | 0.23% | Reduce -1.6% | 2,148 | $806K |
| Enterprise Bank & Trust Co | 0.26% | Reduce -0.9% | 2,144 | $805K |
| GW Henssler & Associates Ltd. | 0.05% | Reduce -2.9% | 2,144 | $805K |
| GEM Asset Management, LLC | 0.46% | Reduce -22.3% | 2,167 | $803K |
| Sovereign Financial Group, Inc. | 0.19% | Reduce -0.3% | 2,138 | $803K |
| Parsons Capital Management Inc. | 0.05% | No change | 2,134 | $801K |
| Main Management LLC | 0.07% | No change | 2,126 | $798K |
| Meridian Financial Advisors, LLC | 0.53% | No change | 2,119 | $795K |
| Chilton Investment Co. Inc. | 0.02% | Add +26.1% | 2,118 | $795K |
| Columbia Bank | 0.29% | Add +18.8% | 2,117 | $795K |
| Demars Financial Group, LLC | 0.36% | Reduce -11.0% | 2,116 | $794K |
| UNIVEST FINANCIAL Corp | 0.05% | Add +162.8% | 2,110 | $792K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.30% | No change | 2,106 | $791K |
| Insigneo Advisory Services, LLC | 0.08% | Reduce -37.4% | 2,107 | $791K |
| CFS Investment Advisory Services, LLC | 0.07% | No change | 2,093 | $786K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -16.3% | 2,043 | $786K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -5.6% | 2,083 | $782K |
| KilterHowling LLC | 0.49% | Add +0.1% | 2,081 | $781K |
| Insight Wealth Strategies, LLC | 0.10% | Reduce -28.3% | 2,075 | $779K |
| Principle Wealth Partners LLC | 0.06% | No change | 2,070 | $777K |
| Left Brain Wealth Management, LLC | 0.36% | No change | 2,065 | $775K |
| Retireful, LLC | 0.57% | Reduce -25.9% | 2,059 | $773K |
| Kaydan Wealth Management, Inc. | 0.23% | Add +0.9% | 2,052 | $770K |
| LMCG Investments, LLC | 0.05% | Reduce -1.1% | 2,050 | $770K |
| Stratos Investment Management, LLC | 0.05% | Reduce -15.6% | 2,039 | $766K |
| BIP Wealth, LLC | 0.05% | Add +8.6% | 2,038 | $765K |
| Pps&v Asset Management Consultants, Inc. | 0.52% | No change | 2,036 | $764K |
| Hubbell Strickland Wealth Management, LLC | 0.36% | Add +0.1% | 2,032 | $763K |
| Marino, Stram & Associates LLC | 0.17% | Add +1.8% | 2,031 | $762K |
| LBMC Investment Advisors, LLC | 0.06% | No change | 2,028 | $761K |
| Schechter Investment Advisors, LLC | 0.06% | No change | 2,025 | $760K |
| Benedict Financial Advisors Inc. | 0.18% | No change | 2,023 | $759K |
| Beaird Harris Wealth Management, LLC | 0.07% | Reduce -2.7% | 2,020 | $758K |
| Bremer Bank National Association | 0.14% | No change | 2,020 | $758K |
| JTC Employer Solutions Trustee Ltd | 0.05% | No change | 2,016 | $757K |
| TRUE Private Wealth Advisors | 0.09% | Reduce -5.2% | 2,015 | $756K |
| Sachem Hill LLC | 0.15% | No change | 2,015 | $756K |
| William Howard & Co Financial Advisors Inc | 0.64% | Add +0.1% | 2,012 | $755K |
| Ariadne Wealth Management, LP | 0.41% | No change | 1,898 | $754K |
| Von Berge Wealth Management Group, LLC | 0.47% | No change | 1,930 | $754K |
| CFO4Life Group, LLC | 0.13% | Add +39.4% | 2,008 | $754K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +2.6% | 2,003 | $752K |
| Navis Wealth Advisors, LLC | 0.81% | No change | 2,000 | $751K |
| Sage Rhino Capital LLC | 0.17% | No change | 2,000 | $751K |
| YHB Investment Advisors, Inc. | 0.06% | No change | 1,983 | $744K |
| Allred Capital Management, LLC | 0.29% | Reduce -1.3% | 1,981 | $744K |
| Anchor Investment Management, LLC | 0.07% | Add +3.8% | 1,977 | $742K |
| Muirfield Wealth Advisors LLC | 0.63% | Add +0.1% | 1,975 | $741K |
| Coastal Bridge Advisors, LLC | 0.18% | No change | 1,975 | $741K |
| Klingman & Associates, LLC | 0.05% | No change | 1,972 | $740K |
| Vawter Financial, Ltd. | 0.45% | Reduce -2.4% | 1,970 | $739K |
| MMBG Investment Advisors Co. | 0.08% | No change | 1,969 | $739K |
| EnRich Financial Partners LLC | 0.25% | No change | 1,968 | $739K |
| Beese Fulmer Investment Management, Inc. | 0.06% | No change | 1,956 | $734K |
| West Paces Advisors Inc. | 0.18% | Reduce -4.9% | 1,955 | $734K |
| Wealthgarden F.S. LLC | 0.71% | No change | 1,950 | $732K |
| Gray Private Wealth, LLC | 0.44% | No change | 1,948 | $731K |
| Northwest Capital Management Inc | 0.26% | No change | 1,940 | $728K |
| Stonehearth Capital Management, LLC | 0.29% | Add +8.6% | 1,936 | $727K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.29% | No change | 1,935 | $726K |
| Nabity-Jensen Investment Management Inc | 0.55% | No change | 1,931 | $725K |
| Blue Barn Wealth, LLC | 0.37% | Reduce -2.7% | 1,931 | $725K |
| Rosenblum Silverman Sutton S F Inc. | 0.19% | Add +2.5% | 1,931 | $725K |
| Gibson Capital, LLC | 0.15% | No change | 1,930 | $724K |
| Oak Ridge Investments LLC | 0.06% | No change | 1,926 | $723K |
| Lam Group, Inc. | 0.51% | No change | 1,925 | $723K |
| Alpine Bank Wealth Management | 0.12% | — | 1,924 | $722K |
| Weatherly Asset Management L. P. | 0.06% | No change | 1,915 | $719K |
| Cary Street Partners Asset Management LLC | 0.09% | Reduce -0.9% | 1,914 | $718K |
| Patten & Patten Inc. | 0.05% | No change | 1,911 | $717K |
| Traphagen Investment Advisors LLC | 0.07% | Reduce -11.8% | 1,910 | $717K |
| Integral Investment Advisors, Inc. | 0.19% | No change | 1,902 | $714K |
| Monterey Private Wealth, Inc. | 0.24% | Reduce -0.1% | 1,893 | $710K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,891 | $710K |
| Howard Wealth Management, LLC | 0.41% | Reduce -0.1% | 1,888 | $709K |
| Jacobsen Capital Management | 0.30% | Add +0.4% | 1,886 | $708K |
| Providence First Trust Co | 0.30% | Add +0.1% | 1,874 | $704K |
| Creative Financial Designs Inc. | 0.06% | Reduce -6.3% | 1,874 | $704K |
| Steph & Co. | 0.22% | No change | 1,870 | $702K |
| Hanover Advisors Inc. | 0.29% | No change | 1,869 | $702K |
| Norden Group LLC | 0.08% | Add +150.3% | 1,867 | $701K |
| Cypress Financial Planning LLC | 0.26% | New | 1,863 | $699K |
| waypoint wealth counsel | 0.47% | Reduce -0.6% | 1,861 | $699K |
| S.E.E.D. Planning Group LLC | 0.23% | Reduce -7.5% | 1,857 | $697K |
| Flagship Private Wealth, LLC | 0.36% | Add +58.2% | 1,857 | $697K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | No change | 1,856 | $697K |
| Telos Capital Management, Inc. | 0.07% | Add +67.9% | 1,855 | $696K |
| Brogan Financial, Inc. | 0.40% | New | 1,851 | $695K |
| Curran Financial Partners, LLC | 0.20% | Reduce -1.2% | 1,846 | $693K |
| Cable Hill Partners, LLC | 0.07% | Reduce -5.6% | 1,846 | $693K |
| Blue Chip Partners, LLC | 0.06% | Add +0.2% | 1,839 | $690K |
| Oxler Private Wealth LLC | 0.24% | Add +0.1% | 1,838 | $690K |
| Clearbridge Investments, LLC | 0.00% | Reduce -4.8% | 1,834 | $688K |
| Greenhouse Wealth Management, LLC | 0.46% | Reduce -17.8% | 1,833 | $688K |
| LM Advisors LLC | 0.14% | No change | 1,831 | $687K |
| Acima Private Wealth, LLC | 0.23% | No change | 1,829 | $687K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -8.5% | 1,828 | $686K |
| Barnett & Company, Inc. | 0.45% | Add +1.6% | 1,822 | $684K |
| Pinion Investment Advisors, LLC | 0.29% | Add +8.1% | 1,815 | $681K |
| GoalVest Advisory LLC | 0.20% | Add +8.1% | 1,815 | $681K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.1% | 1,812 | $680K |
| Rockland Trust Co. | 0.03% | No change | 1,810 | $679K |
| King Wealth Management Group | 0.11% | No change | 1,808 | $679K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -9.5% | 1,808 | $679K |
| Texas Yale Capital Corp. | 0.03% | New | 1,808 | $679K |
| Berkeley, Inc | 0.20% | Add +100.0% | 1,806 | $678K |
| Taylor & Morgan Wealth Management, LLC | 0.45% | Add +0.6% | 1,804 | $677K |
| High Falls Advisors, Inc | 0.15% | Reduce -11.8% | 1,803 | $677K |
| Warner Financial, Inc. | 0.30% | Reduce -1.2% | 1,795 | $674K |
| Aries Wealth Management | 0.19% | No change | 1,795 | $674K |
| Titleist Asset Management, LLC | 0.10% | Reduce -9.2% | 1,795 | $674K |
| St Germain D J Co. Inc. | 0.03% | Reduce -9.7% | 1,785 | $670K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -0.5% | 1,782 | $669K |
| Ironwood Investment Counsel, LLC | 0.11% | Reduce -8.2% | 1,777 | $667K |
| Family Investment Center, Inc. | 0.17% | Reduce -0.4% | 1,769 | $664K |
| Bell Bank | 0.08% | Reduce -5.1% | 1,766 | $663K |
| Stone Summit Wealth LLC | 0.21% | Reduce -0.6% | 1,760 | $661K |
| Twin Peaks Wealth Advisors, LLC | 0.30% | Add +8.1% | 1,756 | $659K |
| Builder Investment Group Inc. | 0.18% | No change | 1,755 | $659K |
| Lauterbach Financial Advisors, LLC | 0.40% | No change | 1,747 | $656K |
| Empire Financial Management Company, LLC | 0.20% | No change | 1,747 | $656K |
| TCI Wealth Advisors, Inc. | 0.06% | Reduce -4.4% | 1,745 | $655K |
| Kovack Advisors, Inc. | 0.07% | Reduce -6.3% | 1,739 | $653K |
| Northwest Investment Counselors, LLC | 0.15% | No change | 1,737 | $652K |
| O'ROURKE & COMPANY, Inc | 0.33% | Reduce -0.7% | 1,737 | $652K |
| Burton Enright Welch | 0.14% | No change | 1,733 | $651K |
| Gitterman Wealth Management, LLC | 0.27% | No change | 1,732 | $650K |
| Reynders McVeigh Capital Management, LLC | 0.03% | Reduce -2.7% | 1,733 | $650K |
| Francis Financial, Inc. | 0.17% | Add +14.6% | 1,731 | $650K |
| Lodestar Private Asset Management LLC | 0.08% | Add +0.1% | 1,719 | $645K |
| Peninsula Wealth, LLC | 0.11% | No change | 1,694 | $644K |
| Heritage Investors Management Corp. | 0.02% | Reduce -0.4% | 1,709 | $642K |
| Kirtland Hills Capital Management, LLC | 0.35% | New | 1,707 | $641K |
| Cornell Pochily Investment Advisors, Inc. | 0.22% | No change | 1,695 | $636K |
| Vantage Financial Partners, LLC | 0.16% | Add +1.3% | 1,695 | $636K |
| Redmond Asset Management, LLC | 0.20% | Reduce -0.3% | 1,694 | $636K |
| Clarity Wealth Advisors, LLC | 0.18% | Reduce -4.4% | 1,690 | $634K |
| Commonwealth Retirement Investments LLC | 0.26% | No change | 1,674 | $628K |
| Apollon Financial, LLC | 0.18% | New | 1,669 | $627K |
| Charles Schwab Trust Co | 0.05% | No change | 1,667 | $626K |
| Matthew Goff Investment Advisor, LLC | 0.12% | No change | 1,663 | $624K |
| Rice Partnership, LLC | 0.13% | No change | 1,662 | $624K |
| Cahill Wealth Management, LLC | 0.32% | No change | 1,659 | $623K |
| Jentner Corp | 0.19% | Reduce -0.7% | 1,659 | $623K |
| Glen Eagle Advisors, LLC | 0.10% | No change | 1,654 | $621K |
| TNF LLC | 0.22% | Add +0.1% | 1,626 | $620K |
| Ardent Capital Management, Inc. | 0.28% | No change | 1,651 | $620K |
| Arbor Capital Management Inc. | 0.58% | Add +50.2% | 1,666 | $619K |
| Webster Bank, N. A. | 0.07% | No change | 1,638 | $615K |
| Mattern Wealth Management LLC | 0.14% | No change | 1,637 | $614K |
| Cordatus Wealth Management LLC | 0.22% | Reduce -95.6% | 1,636 | $614K |
| Poehling Capital Management, INC. | 0.16% | No change | 1,632 | $613K |
| Aveo Capital Partners, LLC | 0.07% | No change | 1,630 | $612K |
| Orin Green Financial, LLC | 0.26% | No change | 1,630 | $612K |
| McNamara Financial Services, Inc. | 0.12% | No change | 1,629 | $611K |
| Iams Wealth Management, LLC | 0.30% | New | 1,627 | $611K |
| S&co Inc. | 0.04% | No change | 1,627 | $610K |
| Hudson Capital Management LLC | 0.20% | No change | 1,624 | $610K |
| American Money Management, LLC | 0.12% | Add +1.9% | 1,620 | $608K |
| Probity Advisors, Inc. | 0.12% | No change | 1,617 | $607K |
| Sunpointe, LLC | 0.50% | Reduce -6.0% | 1,615 | $606K |
| Keebeck Wealth Management | 0.09% | Reduce -24.3% | 1,615 | $606K |
| VitalStone Financial, LLC | 0.41% | Add +3.9% | 1,614 | $606K |
| Well Done, LLC | 0.11% | Reduce -8.0% | 1,612 | $605K |
| Waterloo Capital, L.P. | 0.07% | Reduce -4.0% | 1,607 | $603K |
| Arq Wealth Advisors, LLC | 0.23% | No change | 1,646 | $602K |
| Dempze Nancy E | 0.34% | New | 1,600 | $601K |
| Mfa Wealth Advisors, LLC | 0.13% | No change | 1,600 | $601K |
| Sandy Cove Advisors, LLC | 0.24% | Reduce -6.3% | 1,585 | $595K |
| BlueSky Wealth Advisors, LLC | 0.09% | Reduce -4.9% | 1,583 | $594K |
| Tyche Wealth Partners LLC | 0.13% | Add +17.7% | 1,580 | $593K |
| ESL Trust Services, LLC | 0.13% | Add +12.7% | 1,578 | $592K |
| Beverly Hills Private Wealth, LLC | 0.12% | Reduce -0.4% | 1,577 | $592K |
| Macroview Investment Management LLC | 0.58% | Add +0.1% | 1,575 | $591K |
| Motco | 0.06% | Reduce -6.1% | 1,574 | $591K |
| Kathmere Capital Management, LLC | 0.06% | No change | 1,574 | $591K |
| Pettyjohn, Wood & White, Inc. | 0.11% | No change | 1,573 | $590K |
| Cardinal Strategic Wealth Guidance | 0.19% | Reduce -3.1% | 1,568 | $589K |
| Twele Capital Management, Inc. | 0.12% | No change | 1,556 | $584K |
| FCG Investment Co | 0.38% | No change | 1,556 | $584K |
| Root Financial Partners, LLC | 0.09% | New | 1,554 | $583K |
| Point Windward Advisors Inc. | 0.22% | No change | 1,546 | $580K |
| Altus Wealth Management, LLC | 0.27% | No change | 1,543 | $579K |
| LVM Capital Management Ltd. | 0.07% | No change | 1,588 | $579K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -31.3% | 1,540 | $578K |
| LGL Partners, LLC | 0.08% | Add +0.1% | 1,538 | $577K |
| Cypress Wealth Services, LLC | 0.12% | Add +0.1% | 1,536 | $577K |
| Moors & Cabot, Inc. | 0.03% | Add +2.5% | 1,533 | $576K |
| Invictus Private Wealth, LLC | 0.05% | Reduce -5.3% | 1,530 | $574K |
| Tyler-Stone Wealth Management | 0.11% | Add +100.0% | 1,520 | $571K |
| Modern Wealth Management, LLC | 0.04% | Reduce -32.5% | 1,520 | $571K |
| Catalyst Private Wealth, LLC | 0.28% | No change | 1,518 | $570K |
| Richardson Capital Management LLC | 0.40% | Reduce -2.2% | 1,516 | $569K |
| Journey Advisory Group, LLC | 0.07% | No change | 1,561 | $569K |
| Obsidian Cio, LLC | 0.12% | New | 1,513 | $568K |
| Professional Advisory Services Inc. | 0.07% | No change | 1,508 | $566K |
| Geller Advisors LLC | 0.04% | No change | 1,501 | $563K |
| MontVue Capital Management, Inc. | 0.43% | No change | 1,499 | $563K |
| Thrive Capital Management, LLC | 0.26% | Reduce -4.5% | 1,489 | $559K |
| Strategic Financial Concepts, LLC | 0.18% | Reduce -99.7% | 1,482 | $556K |
| Liberty Capital Management, Inc. | 0.12% | Reduce -2.6% | 1,477 | $554K |
| New Millennium Group LLC | 0.36% | No change | 1,476 | $554K |
| Landmark Wealth Management, LLC | 0.24% | New | 1,474 | $553K |
| Dagco, Inc. | 0.23% | Add +5.0% | 1,472 | $553K |
| RPG Investment Advisory, LLC | 0.08% | Reduce -10.4% | 1,462 | $549K |
| JB Capital LLC | 0.03% | Add +33.1% | 1,455 | $547K |
| PACK Private Wealth, LLC | 0.31% | No change | 1,456 | $547K |
| GGM Financial LLC | 0.47% | Add +0.1% | 1,452 | $545K |
| NWF Advisory Services Inc. | 0.08% | Reduce -0.8% | 1,450 | $544K |
| TrinityPoint Wealth, LLC | 0.08% | Add +11.6% | 1,449 | $544K |
| FFT Wealth Management LLC | 0.04% | No change | 1,447 | $543K |
| Compass Wealth Management LLC | 0.13% | No change | 1,440 | $541K |
| Charter Oak Capital Management, LLC | 0.05% | Add +7.5% | 1,434 | $538K |
| Formidable Asset Management, LLC | 0.09% | Reduce -7.0% | 1,433 | $538K |
| First American Trust, FSB | 0.05% | Add +0.9% | 1,432 | $538K |
| Precision Wealth Strategies, LLC | 0.50% | No change | 1,432 | $538K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -1.9% | 1,430 | $537K |
| MCF Advisors LLC | 0.04% | No change | 1,429 | $536K |
| Sfmg, LLC | 0.04% | Add +76.6% | 1,429 | $536K |
| Peachtree Investment Partners, LLC | 0.20% | Add +0.1% | 1,424 | $535K |
| Peoples Bank | 0.27% | Add +57.0% | 1,424 | $535K |
| Royal Harbor Partners, LLC | 0.21% | No change | 1,423 | $534K |
| Pathway Financial Advisors LLC | 0.14% | Reduce -37.3% | 1,419 | $533K |
| GW&K Investment Management, LLC | 0.00% | Reduce -7.5% | 1,418 | $532K |
| Princeton Global Asset Management LLC | 0.10% | New | 1,416 | $532K |
| Hartford Financial Management Inc. | 0.11% | No change | 1,412 | $530K |
| Alliance Wealth Advisors, LLC | 0.30% | No change | 1,407 | $528K |
| Olde Wealth Management, LLC | 0.19% | No change | 1,405 | $527K |
| Kowal Investment Group, LLC | 0.10% | New | 1,402 | $526K |
| Dechtman Wealth Management, LLC | 0.11% | Add +0.1% | 1,399 | $525K |
| Eastern Bank | 0.01% | New | 1,393 | $523K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.9% | 1,391 | $522K |
| Heritage Investment Group, Inc. | 0.10% | No change | 1,389 | $521K |
| 4Thought Financial Group Inc. | 0.32% | Reduce -67.4% | 1,384 | $519K |
| Executive Wealth Management, LLC | 0.04% | New | 1,380 | $518K |
| 360 Financial, Inc. | 0.19% | No change | 1,374 | $516K |
| Gilbert & Cook, Inc. | 0.07% | Reduce -2.8% | 1,367 | $513K |
| Old Port Advisors | 0.14% | Reduce -32.4% | 1,365 | $512K |
| Nia Impact Advisors, LLC | 0.17% | No change | 1,363 | $512K |
| Alpha Financial Advisors, LLC | 0.23% | Reduce -0.9% | 1,362 | $511K |
| Safeguard Investment Advisory Group, LLC | 0.15% | Add +89.9% | 1,360 | $511K |
| Presidio Capital Management, LLC | 0.33% | New | 1,359 | $510K |
| Mosley Wealth Management | 0.35% | Reduce -0.2% | 1,326 | $509K |
| REDW Wealth LLC | 0.13% | Add +0.2% | 1,355 | $509K |
| Family Firm, Inc. | 0.11% | Add +0.1% | 1,352 | $508K |
| Colonial Trust Advisors | 0.04% | No change | 1,352 | $508K |
| Wealth Management Partners, LLC | 0.23% | Reduce -3.8% | 1,350 | $507K |
| Bourgeon Capital Management LLC | 0.10% | No change | 1,350 | $507K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +0.2% | 1,349 | $506K |
| Reliant Wealth Planning | 0.22% | No change | 1,347 | $506K |
| BKM Wealth Management, LLC | 0.21% | Add +34.7% | 1,344 | $505K |
| Horizon Investment Services, LLC | 0.22% | New | 1,342 | $504K |
| Mission Creek Capital Partners, Inc. | 0.12% | New | 1,336 | $502K |
| Accent Capital Management, LLC | 0.29% | Reduce -7.0% | 1,332 | $500K |
| North Star Investment Management Corp. | 0.03% | No change | 1,331 | $500K |
| Campbell Wealth Management | 0.04% | New | 1,329 | $499K |
| Criterion Capital Advisors, LLC | 0.31% | No change | 1,365 | $498K |
| Boston Family Office LLC | 0.03% | No change | 1,322 | $496K |
| Financial Guidance Group, Inc. | 0.29% | Reduce -1.5% | 1,320 | $496K |
| Nilsine Partners, LLC | 0.06% | No change | 1,313 | $493K |
| Naviter Wealth, LLC | 0.07% | No change | 1,309 | $491K |
| D.B. Root & Company, LLC | 0.16% | No change | 1,308 | $491K |
| DecisionPoint Financial, LLC | 0.16% | No change | 1,308 | $491K |
| Element Wealth, LLC | 0.26% | Reduce -1.5% | 1,306 | $490K |
| Lakeridge Wealth Management LLC | 0.27% | Add +0.1% | 1,304 | $490K |
| Voisard Asset Management Group, Inc. | 0.20% | No change | 1,303 | $489K |
| Strategy Asset Managers LLC | 0.09% | Add +48.5% | 1,302 | $489K |
| IAG Wealth Partners, LLC | 0.09% | Add +29.5% | 1,300 | $488K |
| Secure Asset Management, LLC | 0.08% | Add +71.3% | 1,295 | $486K |
| Sugarloaf Wealth Management, LLC | 0.08% | No change | 1,293 | $485K |
| MSH Capital Advisors LLC | 0.15% | Add +0.1% | 1,293 | $485K |
| BancFirst Trust & Investment Management | 0.16% | Reduce -4.4% | 1,295 | $484K |
| Braun Stacey Associates Inc. | 0.02% | Reduce -15.8% | 1,271 | $477K |
| Eagle Bay Advisors LLC | 0.18% | No change | 1,270 | $477K |
| Legacy Private Trust Co. | 0.03% | Reduce -0.8% | 1,270 | $477K |
| ZWJ Investment Counsel Inc. | 0.02% | Add +4.5% | 1,268 | $476K |
| Trust Co. of Vermont | 0.02% | Add +8.9% | 1,264 | $474K |
| Legacy Wealth Management, LLC | 0.03% | No change | 1,260 | $473K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 1,257 | $472K |
| Portland Global Advisors LLC | 0.06% | New | 1,257 | $472K |
| Naples Global Advisors, LLC | 0.04% | No change | 1,255 | $471K |
| Global Wealth Management Investment Advisory, Inc. | 0.10% | No change | 1,245 | $467K |
| Harbor Group, Inc. | 0.11% | Reduce -5.8% | 1,241 | $466K |
| World Equity Group, Inc. | 0.17% | Add +44.7% | 1,236 | $464K |
| German American Bancorp, Inc. | 0.05% | No change | 1,235 | $464K |
| Patrick M Sweeney & Associates, Inc. | 0.34% | Add +0.5% | 1,232 | $462K |
| Cassia Capital Partners, LLC | 0.30% | No change | 1,229 | $461K |
| Mayflower Financial Advisors, LLC | 0.07% | Add +52.3% | 1,229 | $461K |
| Guerra Pan Advisors, LLC | 0.37% | No change | 1,225 | $460K |
| ORG Partners LLC | 0.07% | Reduce -48.4% | 1,220 | $459K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 1,221 | $458K |
| Northstar Asset Management Inc. | 0.11% | No change | 1,215 | $456K |
| Anderson Hoagland & Co. | 0.05% | No change | 1,217 | $456K |
| Paradigm, Strategies in Wealth Management, LLC | 0.30% | No change | 1,211 | $455K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.11% | No change | 1,211 | $455K |
| Hiley Hunt Wealth Management | 0.26% | No change | 1,205 | $452K |
| Gordian Advisors LLC | 0.36% | No change | 1,204 | $452K |
| Beach Investment Counsel Inc. | 0.06% | Reduce -11.1% | 1,200 | $450K |
| Royal Fund Management, LLC | 0.03% | New | 1,191 | $449K |
| HRC Wealth Management, LLC | 0.29% | Reduce -0.8% | 1,197 | $449K |
| Quantum Private Wealth, LLC | 0.15% | Add +8.1% | 1,197 | $449K |
| Rappaport Reiches Capital Management, LLC | 0.12% | No change | 1,191 | $447K |
| Liberty Wealth Management LLC | 0.08% | Reduce -20.3% | 1,188 | $446K |
| MIdWestOne Financial Group, Inc. | 0.06% | Reduce -2.2% | 1,186 | $445K |
| Hollow Brook Wealth Management LLC | 0.13% | New | 1,185 | $445K |
| Hollencrest Capital Management | 0.02% | No change | 1,185 | $445K |
| National Wealth Management Group, LLC | 0.30% | New | 1,179 | $443K |
| Hill Island Financial LLC | 0.13% | New | 1,173 | $440K |
| Financial Consulate, Inc. | 0.12% | No change | 1,171 | $440K |
| Westfield Capital Management Co. LP | 0.00% | New | 1,161 | $436K |
| Aire Advisors, LLC | 0.10% | Add +0.2% | 1,159 | $435K |
| Clarity Capital Partners LLC | 0.26% | Reduce -3.6% | 1,157 | $434K |
| Fort Sheridan Advisors LLC | 0.07% | Add +1.9% | 1,156 | $434K |
| Madison Wealth Partners, Inc | 0.13% | Reduce -0.4% | 1,156 | $434K |
| Heritage Wealth Management, Inc. | 0.39% | Reduce -3.5% | 1,155 | $434K |
| Bfsg, LLC | 0.05% | No change | 1,152 | $432K |
| Marks Group Wealth Management, Inc | 0.04% | Reduce -1.5% | 1,147 | $431K |
| Centaurus Financial, Inc. | 0.03% | Reduce -1.0% | 1,145 | $430K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -20.0% | 1,131 | $430K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -1.2% | 1,140 | $428K |
| Torray Investment Partners LLC | 0.06% | Reduce -12.3% | 1,138 | $427K |
| Sandbox Financial Partners, LLC | 0.15% | Add +4.7% | 1,138 | $427K |
| IRON Financial LLC | 0.23% | No change | 1,129 | $424K |
| Stuart Chaussee & Associates, Inc. | 0.11% | No change | 1,129 | $424K |
| Transform Wealth, LLC | 0.03% | Add +21.6% | 1,127 | $423K |
| Independent Advisor Alliance | 0.02% | Add +8.4% | 1,125 | $422K |
| Romano Brothers and Company | 0.05% | No change | 1,123 | $422K |
| CIC Wealth, LLC | 0.11% | No change | 1,119 | $420K |
| Net Worth Advisory Group | 0.12% | — | 1,117 | $419K |
| City State Bank | 0.15% | Reduce -0.9% | 1,116 | $419K |
| Platform Technology Partners | 0.13% | Add +81.9% | 1,115 | $418K |
| Prestige Wealth Management Group LLC | 0.09% | Reduce -0.6% | 1,113 | $418K |
| Elk River Wealth Management LLC | 0.08% | Add +23.5% | 1,113 | $418K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -2.4% | 1,109 | $416K |
| NBT Bank, N.A. | 0.03% | No change | 1,107 | $416K |
| Cooper/Haims Advisors, LLC | 0.23% | Add +61.1% | 1,107 | $415K |
| LCNB Corp. | 0.15% | No change | 1,107 | $415K |
| Operose Advisors LLC | 0.13% | Add +21.9% | 1,103 | $414K |
| Penney Financial, LLC | 0.28% | No change | 1,103 | $414K |
| Pinnacle Bancorp, Inc. | 0.11% | Reduce -1.4% | 1,099 | $413K |
| Center for Financial Planning, Inc. | 0.06% | No change | 1,098 | $412K |
| Greenwich Wealth Management LLC | 0.03% | Reduce -4.9% | 1,097 | $412K |
| One Wealth Management Investment & Advisory Services, LLC | 0.72% | Reduce -1.1% | 1,097 | $412K |
| Bright Futures Wealth Management, LLC. | 0.20% | No change | 1,068 | $411K |
| BetterWealth, LLC | 0.12% | Add +0.1% | 1,095 | $411K |
| Davidson Trust Co. | 0.21% | Add +3.8% | 1,093 | $410K |
| Fca Corp. | 0.12% | No change | 1,085 | $407K |
| Bank of Stockton | 0.12% | Reduce -0.5% | 1,085 | $407K |
| First Nebraska Trust Co | 0.04% | No change | 1,083 | $407K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,083 | $407K |
| Skyline Advisors, Inc. | 0.17% | Add +0.1% | 1,082 | $406K |
| JNBA Financial Advisors | 0.04% | No change | 1,082 | $406K |
| Daymark Wealth Partners, LLC | 0.02% | Add +19.1% | 1,080 | $406K |
| Sage Capital Advisors,llc | 0.11% | No change | 1,079 | $405K |
| Northwest Quadrant Wealth Management, LLC | 0.09% | Add +0.1% | 1,078 | $405K |
| AQR Capital Management | 0.00% | Add +95.8% | 1,077 | $404K |
| Meeder Advisory Services, Inc. | 0.03% | Add +8.8% | 1,076 | $404K |
| Roberts Glore & Co. Inc. | 0.12% | No change | 1,076 | $404K |
| PCA Investment Advisory Services Inc. | 0.19% | Add +4.7% | 1,073 | $403K |
| Intelligence Driven Advisers, LLC | 0.06% | Add +6.0% | 1,073 | $403K |
| Community Financial Services Group, LLC | 0.08% | Add +8.0% | 1,069 | $401K |
| Tandem Capital Management Corp. | 0.21% | Reduce -3.2% | 1,068 | $401K |
| Headinvest, LLC | 0.07% | Add +6.4% | 1,068 | $401K |
| Texas Capital Bancshares Inc | 0.16% | No change | 1,067 | $401K |
| Drucker Wealth 3.0, LLC | 0.10% | No change | 1,067 | $401K |
| GFG Capital, LLC | 0.16% | Reduce -57.5% | 1,542 | $400K |
| W1M Investment Management Ltd | 0.01% | No change | 1,066 | $400K |
| New Perspectives, Inc | 0.21% | No change | 1,057 | $397K |
| Ashford Capital Management Inc. | 0.05% | Reduce -6.7% | 1,052 | $395K |
| Optimum Investment Advisors | 0.17% | Reduce -4.5% | 1,051 | $395K |
| Harbor Advisory Corp. | 0.13% | No change | 1,050 | $394K |
| Washington Trust Bank | 0.04% | Add +36.9% | 1,047 | $393K |
| River Wealth Advisors LLC | 0.05% | Reduce -7.4% | 1,043 | $392K |
| Painted Porch Advisors LLC | 0.20% | Add +1724.6% | 1,040 | $390K |
| JBR Co Financial Management Inc | 0.25% | Reduce -1.0% | 1,037 | $389K |
| Uptick Partners, LLC | 0.16% | Add +44.0% | 1,037 | $389K |
| Kolinsky Wealth Management, LLC | 0.25% | Reduce -15.8% | 1,033 | $388K |
| Piscataqua Savings Bank | 0.33% | Reduce -5.5% | 1,031 | $387K |
| Beacon Bank & Trust | 0.09% | No change | 1,030 | $387K |
| Scientech Research LLC | 0.08% | Reduce -8.0% | 1,027 | $386K |
| Arvest Investments, Inc. | 0.06% | Add +0.1% | 1,026 | $385K |
| Carson Advisory Inc. | 0.24% | Add +29.1% | 1,026 | $385K |
| Kingfisher Capital LLC | 0.09% | Add +0.1% | 1,025 | $385K |
| Capital Insight Partners, LLC | 0.07% | Reduce -1.0% | 1,025 | $385K |
| Prio Wealth Limited Partnership | 0.01% | No change | 1,025 | $385K |
| FourThought Financial Partners, LLC | 0.05% | Add +0.2% | 1,025 | $385K |
| McElhenny Sheffield Capital Management, LLC | 0.13% | New | 1,023 | $384K |
| Abner Herrman & Brock LLC | 0.05% | No change | 1,022 | $384K |
| Neumann Capital Management, LLC | 0.13% | No change | 1,022 | $384K |
| First National Bank of Hutchinson | 0.25% | No change | 1,020 | $383K |
| Berger Financial Group, Inc | 0.03% | New | 1,019 | $382K |
| Sage Private Wealth Group, LLC | 0.30% | Add +19.1% | 1,016 | $381K |
| Wealthquest Corp | 0.03% | No change | 1,027 | $380K |
| Montis Financial, LLC | 0.14% | Reduce -2.9% | 1,012 | $380K |
| One Day In July LLC | 0.04% | Add +4.7% | 1,010 | $379K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 1,007 | $378K |
| Scarborough Advisors, LLC | 0.06% | New | 1,006 | $377K |
| Oder Investment Management, LLC | 0.32% | Reduce -1.5% | 1,002 | $376K |
| Peak Financial Advisors LLC | 0.19% | Add +2.0% | 1,001 | $376K |
| Integris Wealth Management, LLC | 0.10% | No change | 1,000 | $375K |
| Brophy Wealth Management, LLC | 0.13% | — | 999 | $375K |
| Vision Capital Management, Inc. | 0.05% | Add +3.2% | 999 | $375K |
| Fusion Family Wealth, LLC | 0.03% | No change | 997 | $374K |
| Facet Wealth, Inc. | 0.01% | Add +16.9% | 991 | $373K |
| LPWM LLC | 0.12% | Add +0.7% | 1,007 | $373K |
| F/m Investments LLC | 0.01% | No change | 994 | $373K |
| First County Bank | 0.18% | Add +43.3% | 993 | $373K |
| Chemistry Wealth Management LLC | 0.09% | Add +4.3% | 993 | $373K |
| Country Trust Bank | 0.01% | No change | 993 | $373K |
| Aspire Private Capital, LLC | 0.09% | No change | 992 | $372K |
| Values Added Financial LLC | 0.23% | No change | 990 | $372K |
| Covenant Asset Management, LLC | 0.08% | No change | 985 | $370K |
| Blue Fin Capital, Inc. | 0.07% | No change | 969 | $364K |
| ERn Financial, LLC | 0.06% | Reduce -9.0% | 967 | $363K |
| One Charles Private Wealth Services, LLC | 0.14% | Reduce -1.3% | 964 | $362K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 962 | $361K |
| Broadleaf Partners, LLC | 0.09% | No change | 957 | $359K |
| WBH Advisory Inc. | 0.03% | Add +73.8% | 956 | $359K |
| Pacific Sun Financial Corp | 0.20% | Add +6.0% | 953 | $358K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 949 | $356K |
| Abacus Planning Group, Inc. | 0.06% | Reduce -0.1% | 948 | $356K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 946 | $355K |
| Capital Management Associates, Inc | 0.14% | Add +41.1% | 944 | $354K |
| Stonebrook Private Inc. | 0.09% | Reduce -20.5% | 942 | $354K |
| Cove Private Wealth, LLC | 0.28% | Add +5.7% | 935 | $351K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +0.3% | 931 | $349K |
| McCarthy & Cox | 0.13% | No change | 929 | $349K |
| Black Diamond Financial, LLC | 0.06% | No change | 924 | $347K |
| Cardinal Point Capital Management ULC | 0.06% | No change | 923 | $346K |
| Freedom Investment Management, Inc. | 0.03% | New | 922 | $346K |
| OneAscent Wealth Management LLC | 0.13% | New | 921 | $346K |
| Round Rock Advisors LLC | 0.08% | No change | 921 | $346K |
| SK Wealth Management, LLC | 0.18% | — | 843 | $346K |
| Commons Capital, LLC | 0.38% | No change | 918 | $345K |
| Monument Capital Management | 0.10% | No change | 917 | $344K |
| Lionsbridge Wealth Management LLC | 0.27% | No change | 916 | $344K |
| Arcadia Investment Advisors LLC | 0.18% | No change | 913 | $343K |
| Signal Advisors Wealth, LLC | 0.05% | New | 911 | $342K |
| Sather Financial Group Inc | 0.02% | Reduce -33.3% | 910 | $342K |
| IMA Advisory Services, Inc. | 0.07% | New | 910 | $342K |
| Carmichael Hill & Associates, Inc. | 0.13% | Reduce -8.7% | 909 | $341K |
| Matisse Capital | 0.17% | Add +18.7% | 907 | $340K |
| Ironwood Investment Management LLC | 0.17% | No change | 906 | $340K |
| Five Oceans Advisors | 0.16% | New | 898 | $337K |
| Gemmer Asset Management LLC | 0.03% | No change | 896 | $336K |
| Trek Financial, LLC | 0.03% | Reduce -6.4% | 894 | $336K |
| LongView Wealth Management | 0.11% | Add +1.9% | 892 | $335K |
| Private Management Group Inc. | 0.01% | Reduce -2.2% | 890 | $334K |
| Blue Zone Wealth Advisors, LLC | 0.10% | New | 889 | $334K |
| Clean Yield Group | 0.11% | No change | 888 | $333K |
| Aureus Asset Management, LLC | 0.02% | No change | 888 | $333K |
| JGP Wealth Management, LLC | 0.04% | No change | 885 | $332K |
| Measured Wealth Private Client Group, LLC | 0.11% | Reduce -20.9% | 883 | $331K |
| Lakeshore Financial Planning, Inc. | 0.15% | Add +8.9% | 882 | $331K |
| Patton Albertson Miller Group, LLC | 0.04% | Reduce -1.1% | 880 | $330K |
| Strategic Financial Partners, Ltd. | 0.17% | Reduce -13.7% | 879 | $330K |
| Abbot Financial Management, Inc. | 0.17% | Reduce -16.4% | 878 | $330K |
| 49 Wealth Management, LLC | 0.05% | Add +32.8% | 874 | $328K |
| Phillips Financial Management, LLC | 0.03% | No change | 874 | $328K |
| Summit Investment Advisory Services, LLC | 0.17% | Reduce -95.2% | 873 | $328K |
| Grey Ledge Advisors, LLC | 0.08% | Reduce -8.3% | 870 | $327K |
| Lake Street Private Wealth, LLC | 0.05% | Reduce -63.1% | 869 | $326K |
| ABLE Financial Group, LLC | 0.10% | Add +3.0% | 869 | $326K |
| RB Capital Management, LLC | 0.08% | Add +0.1% | 868 | $326K |
| Advisory Alpha, LLC | 0.01% | Reduce -1.7% | 865 | $325K |
| Heritage Family Offices, LLP | 0.17% | Reduce -15.8% | 860 | $323K |
| Centerpoint Advisors, LLC | 0.11% | No change | 854 | $321K |
| Riversedge Advisors, LLC | 0.07% | Reduce -1.4% | 848 | $318K |
| Orion Capital Management LLC | 0.15% | Add +4.4% | 846 | $318K |
| Shepherd Financial Partners LLC | 0.04% | No change | 843 | $317K |
| Bigelow Investment Advisors, LLC | 0.14% | Reduce -12.2% | 843 | $316K |
| Lokken Investment Group LLC | 0.13% | Reduce -6.8% | 840 | $315K |
| Shufro Rose & Co. LLC | 0.03% | No change | 864 | $315K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 838 | $315K |
| Millennium Capital Advisors, LLC | 0.21% | No change | 837 | $314K |
| Goodwin Investment Advisory | 0.14% | No change | 836 | $314K |
| Foster & Motley Inc. | 0.02% | No change | 835 | $313K |
| Cedar Wealth Management, LLC | 0.10% | No change | 832 | $312K |
| Janney Capital Management LLC | 0.02% | No change | 826 | $310K |
| Aspect Partners, LLC | 0.17% | No change | 825 | $310K |
| Precedent Wealth Partners, LLC | 0.10% | No change | 825 | $310K |
| Planning Center, Inc. | 0.04% | No change | 823 | $309K |
| Solutions 4 Wealth, Ltd | 0.60% | Add +31.1% | 823 | $309K |
| M3 Advisory Group, LLC | 0.23% | No change | 821 | $308K |
| Parker Investment Management, LLC | 0.05% | No change | 821 | $308K |
| Guyasuta Investment Advisors Inc. | 0.02% | Reduce -3.6% | 820 | $308K |
| Baker Tilly Wealth Management, LLC | 0.14% | Add +4.5% | 819 | $307K |
| Prospect Financial Services LLC | 0.19% | Reduce -1.2% | 816 | $306K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.12% | No change | 815 | $306K |
| First Bancorp, Inc | 0.21% | New | 815 | $306K |
| Wilson & Boucher Capital Management, LLC | 0.21% | New | 815 | $306K |
| DRW Securities, LLC | 0.02% | Add +6.5% | 815 | $306K |
| Redwood Financial Network Corp | 0.24% | Add +6.8% | 811 | $305K |
| Columbia Asset Management | 0.05% | No change | 810 | $304K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -3.2% | 808 | $303K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 807 | $303K |
| Tiller Private Wealth, Inc. | 0.13% | No change | 806 | $303K |
| Grandfield & Dodd, LLC | 0.02% | No change | 804 | $302K |
| High Net Worth Advisory Group LLC | 0.08% | Reduce -2.3% | 803 | $301K |
| Northwest Financial Advisors | 0.24% | Add +21.1% | 803 | $301K |
| Edge Financial Advisors LLC | 0.27% | New | 801 | $301K |
| Pure Portfolios Holdings LLC | 0.11% | — | 801 | $301K |
| Newton One Investments LLC | 0.12% | Reduce -2.2% | 801 | $301K |
| Vertex Planning Partners, LLC | 0.07% | No change | 800 | $300K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 791 | $297K |
| Prepared Retirement Institute LLC | 0.18% | No change | 790 | $297K |
| Cape Cod Five Cents Savings Bank | 0.03% | Reduce -4.5% | 790 | $297K |
| Sonora Investment Management Group, LLC | 0.02% | New | 788 | $296K |
| Austin Asset Management Co Inc | 0.06% | No change | 788 | $296K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -3.7% | 787 | $295K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -86.3% | 787 | $295K |
| Eastover Investment Advisors LLC | 0.14% | No change | 782 | $294K |
| Fiera Capital Corp | 0.00% | Reduce -4.3% | 782 | $294K |
| Chilton Capital Management LLC | 0.01% | Reduce -16.2% | 780 | $293K |
| Cornerstone Management, Inc. | 0.06% | No change | 778 | $292K |
| Astoria Portfolio Advisors LLC. | 0.10% | Add +36.5% | 766 | $291K |
| Auxano Advisors, LLC | 0.08% | Reduce -1.1% | 774 | $291K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -37.9% | 773 | $290K |
| Foster Group, Inc. | 0.01% | Add +10.0% | 772 | $290K |
| Boston Research & Management Inc. | 0.07% | No change | 772 | $290K |
| Marietta Investment Partners LLC | 0.06% | Reduce -1.1% | 771 | $289K |
| Parcion Private Wealth LLC | 0.02% | New | 770 | $289K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -1.8% | 768 | $288K |
| Emergent Wealth Advisors, LLC | 0.21% | Add +0.1% | 768 | $288K |
| Roundview Capital LLC | 0.02% | No change | 766 | $288K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Reduce -17.0% | 762 | $286K |
| Hobbs Group Advisors, LLC | 0.10% | No change | 753 | $283K |
| Brave Asset Management Inc. | 0.07% | No change | 752 | $282K |
| Legacy Bridge, LLC | 0.15% | No change | 750 | $282K |
| Creative Capital Management Investments LLC | 0.12% | No change | 750 | $282K |
| MGB Wealth Management, LLC | 0.10% | No change | 750 | $280K |
| Lion Street Advisors, LLC | 0.10% | Reduce -14.4% | 743 | $279K |
| Davidson Investment Advisors | 0.01% | Add +17.4% | 743 | $279K |
| AA Financial Advisors, LLC | 0.08% | New | 741 | $278K |
| First National Bank & Trust Co. of Newtown | 0.05% | No change | 741 | $278K |
| Baugh & Associates, LLC | 0.14% | Reduce -6.3% | 740 | $278K |
| Certus Wealth Management, LLC | 0.19% | No change | 739 | $277K |
| Novare Capital Management LLC | 0.02% | No change | 738 | $277K |
| Aurora Private Wealth, Inc. | 0.22% | Add +0.1% | 739 | $277K |
| Boston Common Asset Management, LLC | 0.01% | No change | 738 | $277K |
| Ulland Investment Advisors, LLC | 0.21% | Reduce -13.0% | 735 | $276K |
| Mayfair Advisory Group, LLC | 0.17% | Add +14.3% | 735 | $275K |
| Horizons Wealth Management | 0.21% | No change | 732 | $275K |
| Basepoint Wealth LLC | 0.20% | Add +1.3% | 731 | $275K |
| Avondale Wealth Management | 0.18% | No change | 725 | $272K |
| Buttonwood Financial Advisors Inc. | 0.12% | New | 725 | $272K |
| Andina Capital Management, LLC | 0.21% | Reduce -75.4% | 724 | $272K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 727 | $272K |
| Fortitude Family Office, LLC | 0.11% | No change | 723 | $271K |
| MainStreet Investment Advisors LLC | 0.04% | No change | 723 | $271K |
| Trivium Point Advisory, LLC | 0.04% | Add +3.5% | 681 | $271K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.1% | 721 | $271K |
| LaFleur & Godfrey LLC | 0.04% | No change | 720 | $270K |
| Jim Saulnier & Associates, LLC | 0.26% | — | 719 | $270K |
| TD Capital Management LLC | 0.03% | No change | 717 | $269K |
| L.M. Kohn & Company | 0.07% | Reduce -8.0% | 717 | $269K |
| LaSalle St. Investment Advisors, LLC | 0.11% | New | 717 | $269K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -4.3% | 715 | $268K |
| Jamison Private Wealth Management, Inc. | 0.04% | No change | 714 | $268K |
| WealthTrust Axiom LLC | 0.08% | No change | 714 | $268K |
| Morton Brown Family Wealth, LLC | 0.09% | Add +0.4% | 712 | $267K |
| Inspirion Wealth Advisors, LLC | 0.04% | Reduce -37.1% | 711 | $267K |
| RVW Wealth, LLC | 0.02% | No change | 708 | $266K |
| Trust Co | 0.03% | Reduce -0.3% | 707 | $265K |
| Sequent Asset Management, LLC | 0.13% | No change | 700 | $263K |
| Morse Asset Management, Inc | 0.06% | No change | 700 | $263K |
| Main Street Research LLC | 0.02% | Reduce -7.8% | 695 | $261K |
| Aldebaran Financial Inc. | 0.31% | No change | 694 | $261K |
| Andrews, Lucia Wealth Management LLC | 0.18% | Reduce -50.0% | 711 | $259K |
| Affinity Wealth Management LLC | 0.05% | No change | 690 | $259K |
| Prosperity Financial Group, Inc. | 0.15% | Reduce -5.4% | 688 | $258K |
| HCR Wealth Advisors | 0.03% | Add +11.3% | 687 | $258K |
| New Century Financial Group, LLC | 0.09% | New | 687 | $258K |
| Oak Harvest Investment Services | 0.04% | Add +0.1% | 687 | $258K |
| Aspen Investment Management Inc | 0.12% | No change | 680 | $255K |
| Acorn Financial Advisory Services Inc. | 0.05% | No change | 679 | $255K |
| Strata Wealth Advisors, LLC | 0.08% | No change | 678 | $255K |
| Trexquant Investment LP | 0.00% | New | 677 | $254K |
| Keystone Financial Group | 0.03% | New | 674 | $253K |
| Pacific Center for Financial Services | 0.07% | No change | 673 | $253K |
| Indie Asset Partners, LLC | 0.19% | No change | 672 | $252K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +2.9% | 670 | $252K |
| Capital Investment Counsel, LLC | 0.04% | No change | 669 | $251K |
| Robinswood Financial LLC | 0.09% | Add +0.1% | 668 | $251K |
| Standard Family Office LLC | 0.30% | No change | 668 | $251K |
| Old Second National Bank of Aurora | 0.06% | Reduce -7.5% | 667 | $250K |
| Cetera Trust Company, N.A | 0.15% | No change | 666 | $250K |
| Investors Research Corp | 0.05% | No change | 664 | $249K |
| IFS Advisors, LLC | 0.20% | Reduce -7.3% | 662 | $249K |
| Bowman & Co S.C. | 0.13% | Add +0.1% | 661 | $248K |
| Collaborative Wealth Managment Inc. | 0.11% | No change | 658 | $247K |
| Canopy Partners, LLC | 0.11% | No change | 657 | $247K |
| Advus Financial Partners, LLC | 0.07% | Add +5.2% | 652 | $245K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -37.9% | 652 | $245K |
| Security Financial Services, INC. | 0.05% | No change | 649 | $244K |
| Traynor Capital Management, Inc. | 0.02% | Add +5.0% | 648 | $243K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 646 | $242K |
| HM Payson & Co. | 0.00% | No change | 645 | $242K |
| Howard Financial Services, LTD. | 0.03% | No change | 643 | $242K |
| All Terrain Financial Advisors, LLC | 0.09% | No change | 643 | $241K |
| Fiduciary Group, LLC | 0.02% | No change | 641 | $241K |
| Aspire Wealth Management Corp | 0.13% | No change | 640 | $240K |
| Accel Wealth Management | 0.09% | New | 637 | $239K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Add +4.9% | 637 | $239K |
| Global Assets Advisory, LLC | 0.13% | No change | 643 | $238K |
| Retirement Solution LLC | 0.06% | New | 631 | $237K |
| Stephen J. Garry & Associates, LLC | 0.22% | No change | 630 | $236K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 630 | $236K |
| Montz Harcus Wealth Management LLC | 0.14% | Add +0.2% | 627 | $235K |
| 44 Wealth Management LLC | 0.08% | — | 620 | $235K |
| Act Wealth Management, LLC | 0.10% | No change | 625 | $235K |
| Melfa Wealth Management, Inc. | 0.15% | No change | 625 | $235K |
| Bay Rivers Group | 0.12% | No change | 624 | $234K |
| Powell Investment Advisors, LLC | 0.11% | No change | 624 | $234K |
| Gill Capital Partners, LLC | 0.08% | Reduce -0.9% | 623 | $234K |
| Wealth Alliance, LLC | 0.03% | Reduce -45.9% | 623 | $234K |
| Callan Capital, LLC | 0.02% | Reduce -4.6% | 622 | $234K |
| Kelman-Lazarov, Inc. | 0.04% | Reduce -19.8% | 619 | $232K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 618 | $232K |
| Philadelphia Trust Co. | 0.02% | No change | 616 | $231K |
| MKT Advisors LLC | 0.11% | No change | 621 | $230K |
| Kelleher Financial Advisors | 0.09% | No change | 613 | $230K |
| Wolff Wiese Magana LLC | 0.16% | Add +213.8% | 612 | $230K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 610 | $229K |
| TPG Advisors LLC | 0.18% | No change | 610 | $229K |
| Exchange Capital Management, Inc. | 0.04% | No change | 610 | $229K |
| Holderness Investments Co. | 0.05% | Add +0.2% | 610 | $229K |
| Oxbow Advisors, LLC | 0.02% | Reduce -5.2% | 608 | $228K |
| Cornerstone National Bank & Trust Co | 0.10% | Reduce -18.2% | 606 | $227K |
| RDA Financial Network | 0.07% | No change | 604 | $227K |
| 1776 Wealth LLC | 0.10% | No change | 603 | $226K |
| Vestor Capital, LLC | 0.02% | No change | 601 | $226K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 602 | $226K |
| Portfolio Design Labs, LLC | 0.06% | New | 602 | $226K |
| Garrett Wealth Advisory Group, LLC | 0.06% | No change | 602 | $226K |
| Register Financial Advisors LLC | 0.12% | Add +0.2% | 600 | $225K |
| Tompkins Financial Corp. | 0.02% | No change | 600 | $225K |
| Eagle Ridge Investment Management | 0.02% | No change | 600 | $225K |
| Cobblestone Capital Advisors LLC | 0.01% | Reduce -32.2% | 600 | $225K |
| Noesis Capital Mangement Corp. | 0.04% | New | 598 | $224K |
| Benin Management CORP | 0.06% | No change | 596 | $224K |
| Jane Street Group, LLC | 0.00% | Reduce -98.5% | 595 | $223K |
| LVW Advisors, LLC | 0.03% | Reduce -0.5% | 589 | $221K |
| Annapolis Financial Services, LLC | 0.07% | Add +6.9% | 588 | $221K |
| First National Bank of Omaha | 0.01% | Reduce -17.5% | 588 | $221K |
| Kellett Wealth Advisors, LLC | 0.16% | Add +0.2% | 585 | $220K |
| Everstar Asset Management, LLC | 0.15% | — | 585 | $220K |
| Kestra Investment Management, LLC | 0.01% | New | 585 | $220K |
| New England Professional Planning Group Inc. | 0.11% | No change | 584 | $219K |
| CVA Family Office, LLC | 0.04% | No change | 584 | $219K |
| TCFG Wealth Management, LLC | 0.11% | — | 577 | $217K |
| Amara Financial, Llc. | 0.21% | — | 577 | $216K |
| Boston Trust Walden Corp | 0.00% | No change | 575 | $216K |
| Bank of Marin | 0.17% | No change | 573 | $215K |
| Vident Advisory, LLC | 0.01% | New | 573 | $215K |
| Vickerman Investment Advisors, Inc. | 0.06% | No change | 572 | $215K |
| TFG Advisers LLC | 0.08% | Add +0.2% | 572 | $215K |
| Afg Fiduciary Services Limited Partnership | 0.14% | No change | 563 | $214K |
| American National Bank & Trust | 0.03% | Reduce -3.4% | 569 | $214K |
| HTLF Bank | 0.02% | No change | 569 | $214K |
| Cassady Schiller Wealth Management, LLC | 0.08% | Add +10.5% | 567 | $213K |
| Burns Matteson Capital Management, LLC | 0.12% | No change | 566 | $212K |
| Childress Capital Advisors, LLC | 0.06% | No change | 566 | $212K |
| Lazari Capital Management, Inc. | 0.09% | Add +0.2% | 565 | $212K |
| Advisory Services & Investments, LLC | 0.14% | No change | 564 | $212K |
| Richard P Slaughter Associates Inc | 0.05% | New | 564 | $212K |
| Harmony Asset Management LLC | 0.08% | New | 561 | $211K |
| Strait & Sound Wealth Management LLC | 0.10% | Reduce -75.0% | 560 | $210K |
| CWC Advisors, LLC. | 0.21% | — | 559 | $210K |
| Sugar Maple Asset Management, LLC | 0.18% | No change | 559 | $210K |
| West Branch Capital LLC | 0.07% | No change | 557 | $209K |
| Focused Wealth Management, Inc | 0.03% | Add +0.2% | 552 | $207K |
| Arbor Wealth Advisors LLC | 0.19% | No change | 550 | $206K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 550 | $206K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | New | 547 | $205K |
| FinTrust Capital Advisors, LLC | 0.03% | No change | 546 | $205K |
| Chesapeake Wealth Management | 0.07% | New | 545 | $205K |
| Evernest Financial Advisors, LLC | 0.06% | New | 545 | $205K |
| Sicart Associates LLC | 0.07% | New | 544 | $204K |
| Wrapmanager Inc. | 0.05% | Reduce -40.1% | 543 | $204K |
| Fielder Capital Group LLC | 0.07% | New | 542 | $203K |
| BLB&B Advisors, LLC | 0.01% | New | 539 | $202K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | No change | 535 | $201K |
| Shelton Wealth Management, LLC | 0.11% | New | 534 | $200K |
| Strategic Advisors LLC | 0.04% | New | 534 | $200K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -4.6% | 534 | $200K |
| DSM Capital Partners LLC | 0.00% | New | 532 | $200K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 530 | $199K |
| PFG Private Wealth Management, LLC | 0.11% | Add +19.6% | 526 | $197K |
| Mb, Levis & Associates, LLC | 0.10% | Add +0.2% | 525 | $197K |
| Core Alternative Capital | 0.04% | No change | 519 | $195K |
| Olistico Wealth, LLC | 0.12% | No change | 516 | $194K |
| Global Wealth Strategies & Associates | 0.06% | Add +4.3% | 515 | $193K |
| Future Financial Wealth Managment LLC | 0.13% | Reduce -13.7% | 503 | $189K |
| Fairscale Capital, LLC | 0.16% | No change | 501 | $188K |
| Arcadia Investment Management Corp. | 0.03% | Reduce -0.8% | 500 | $188K |
| Kiely Wealth Advisory Group, Inc. | 0.12% | No change | 466 | $186K |
| Kennebec Savings Bank | 0.18% | — | 491 | $184K |
| Front Row Advisors LLC | 0.07% | No change | 488 | $183K |
| First PREMIER Bank | 0.05% | No change | 483 | $182K |
| Clear Point Advisors Inc. | 0.14% | No change | 468 | $176K |
| WealthCollab, LLC | 0.11% | No change | 462 | $173K |
| Financial Gravity Companies, Inc. | 0.05% | — | 451 | $169K |
| Horrell Capital Management, Inc. | 0.05% | No change | 450 | $169K |
| Legacy Investment Solutions, LLC | 0.10% | — | 423 | $169K |
| Legacy Wealth Managment, LLC | 0.10% | — | 423 | $169K |
| Bear Mountain Capital, Inc. | 0.07% | Reduce -1.1% | 437 | $166K |
| Arjuna Capital | 0.04% | No change | 431 | $162K |
| SJS Investment Consulting Inc. | 0.03% | Add +16.4% | 425 | $160K |
| Pineridge Advisors LLC | 0.06% | Add +30.5% | 424 | $159K |
| Caitlin John, LLC | 0.10% | No change | 398 | $159K |
| Westend Capital Management, LLC | 0.05% | No change | 420 | $158K |
| Missouri Trust & Investment Co | 0.05% | No change | 400 | $150K |
| Capital Investment Counsel, Inc | 0.02% | Reduce -11.1% | 400 | $150K |
| Private Wealth Management Group, LLC | 0.06% | No change | 395 | $148K |
| MRP Capital Investments, LLC | 0.14% | New | 393 | $148K |
| JDM Financial Group LLC | 0.08% | No change | 377 | $142K |
| First Personal Financial Services | 0.03% | No change | 365 | $137K |
| Legend Financial Advisors, Inc. | 0.09% | Reduce -14.8% | 364 | $137K |
| Viewpoint Capital Management LLC | 0.08% | No change | 362 | $135K |
| Perkins Coie Trust Co | 0.03% | No change | 360 | $135K |
| SRH Advisors, LLC | 0.04% | No change | 356 | $134K |
| SIMA Wealth Partners, LLC | 0.12% | No change | 354 | $133K |
| Morling Financial Advisors, LLC | 0.05% | No change | 354 | $133K |
| Mitchell Sinkler & Starr | 0.03% | No change | 350 | $131K |
| TruNorth Capital Management, LLC | 0.04% | No change | 349 | $131K |
| Smartleaf Asset Management LLC | 0.02% | Add +20.1% | 340 | $127K |
| Horizon Investments, LLC | 0.00% | New | 334 | $125K |
| Davis Capital Management | 0.10% | Reduce -32.6% | 327 | $123K |
| CarsonAllaria Wealth Management, Ltd. | 0.07% | No change | 323 | $121K |
| Evergreen Private Wealth LLC | 0.05% | No change | 313 | $117K |
| Insight Inv LLC | 0.10% | No change | 311 | $117K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 310 | $116K |
| Templeton & Phillips Capital Management, LLC | 0.09% | No change | 300 | $113K |
| Talon Private Wealth, LLC | 0.02% | — | 300 | $113K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 300 | $113K |
| Caldwell Sutter Capital, Inc. | 0.05% | Reduce -6.1% | 291 | $109K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | Add +0.3% | 287 | $108K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 283 | $106K |
| Granite Investment Partners, LLC | 0.00% | No change | 282 | $106K |
| Red Lighthouse Investment Management, LLC | 0.04% | Reduce -29.7% | 272 | $102K |
| Howe & Rusling Inc. | 0.01% | Reduce -7.2% | 271 | $102K |
| Tidemark, LLC | 0.04% | No change | 270 | $101K |
| Belmont Capital, LLC | 0.02% | No change | 266 | $100K |
| Sound Income Strategies, LLC | 0.01% | Add +98.5% | 260 | $98K |
| Richardson Financial Services Inc. | 0.06% | Add +100.0% | 264 | $98K |
| Clear Investment Research, LLC | 0.13% | No change | 257 | $96K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 255 | $96K |
| Field & Main Bank | 0.03% | No change | 255 | $96K |
| CoreFirst Bank & Trust | 0.05% | New | 250 | $94K |
| Claris Advisors, LLC / Mo / | 0.04% | New | 248 | $93K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | No change | 242 | $91K |
| Albion Financial Group | 0.01% | No change | 239 | $90K |
| SYM FINANCIAL Corp | 0.01% | Reduce -15.7% | 237 | $89K |
| Continuum Advisory, LLC | 0.01% | Reduce -0.9% | 221 | $87K |
| Hanson & Doremus Investment Management | 0.01% | No change | 227 | $85K |
| Luken Investment Analytics, LLC | 0.04% | No change | 225 | $84K |
| United Community Bank | 0.03% | No change | 221 | $83K |
| Wintrust Investments LLC | 0.06% | Reduce -87.5% | 217 | $81K |
| Family CFO Inc | 0.04% | New | 207 | $78K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 204 | $77K |
| RE Dickinson Investment Advisors, LLC | 0.04% | No change | 202 | $76K |
| Atlantic Private Wealth, LLC | 0.06% | No change | 202 | $76K |
| Mill Capital Management, LLC | 0.01% | No change | 200 | $75K |
| BBJS Financial Advisors, LLC | 0.03% | No change | 194 | $73K |
| Mendota Financial Group, LLC | 0.03% | No change | 189 | $71K |
| Financial Freedom, LLC | 0.04% | No change | 183 | $69K |
| Avion Wealth | 0.02% | No change | 183 | $68K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 180 | $68K |
| Fairman Group, LLC | 0.06% | Reduce -2.8% | 172 | $65K |
| Delta Asset Management LLC | 0.01% | Add +10.7% | 155 | $58K |
| CNB Bank | 0.03% | Reduce -5.0% | 151 | $57K |
| Tanaka Capital Management Inc. | 0.13% | No change | 149 | $56K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +36.7% | 149 | $56K |
| Westside Investment Management, Inc. | 0.01% | No change | 145 | $54K |
| Sawyer & Company, Inc | 0.02% | New | 141 | $53K |
| Earned Wealth Advisors, LLC | 0.02% | New | 137 | $51K |
| Breakwater Investment Management | 0.02% | No change | 130 | $49K |
| Kimelman & Baird, LLC | 0.00% | No change | 130 | $49K |
| Peoples Financial Services Corp. | 0.02% | No change | 130 | $49K |
| Byrne Asset Management LLC | 0.03% | New | 129 | $48K |
| Mascoma Wealth Management LLC | 0.01% | No change | 129 | $48K |
| Strengthening Families & Communities, LLC | 0.01% | Add +0.8% | 120 | $45K |
| WR Wealth Planners, LLC | 0.01% | Reduce -41.3% | 118 | $44K |
| POM Investment Strategies, LLC | 0.03% | No change | 114 | $43K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 113 | $42K |
| Planned Solutions, Inc. | 0.02% | New | 112 | $42K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -8.9% | 102 | $38K |
| Main Street Group, LTD | 0.02% | No change | 100 | $38K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 100 | $38K |
| Citizens National Bank Trust Department | 0.01% | No change | 100 | $38K |
| TCTC Holdings, LLC | 0.00% | No change | 100 | $38K |
| Ascentis Wealth Management, LLC | 0.01% | — | 83 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | Add +406.3% | 81 | $30K |
| Creekmur Asset Management LLC | 0.01% | No change | 79 | $30K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 78 | $29K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 77 | $29K |
| Truvestments Capital LLC | 0.01% | New | 72 | $27K |
| Twin Lakes Capital Management, LLC | 0.02% | No change | 71 | $27K |
| Gables Capital Management Inc. | 0.01% | No change | 69 | $26K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +75.0% | 63 | $24K |
| Banque Cantonale Vaudoise | 0.00% | No change | 60 | $23K |
| Authentikos Wealth Advisory, LLC | 0.02% | New | 61 | $23K |
| Tower View Wealth Management LLC | 0.01% | No change | 59 | $22K |
| HighMark Wealth Management LLC | 0.01% | No change | 56 | $21K |
| Raffa Wealth Management, LLC | 0.01% | No change | 55 | $21K |
| Clearstead Trust, LLC | 0.00% | Reduce -53.8% | 55 | $21K |
| AllSquare Wealth Management LLC | 0.01% | No change | 54 | $20K |
| Peterson Financial Group, Inc. | 0.08% | New | 53 | $20K |
| Armor Investment Advisors, LLC | 0.01% | No change | 50 | $19K |
| Concord Wealth Partners | 0.00% | Add +1400.0% | 45 | $17K |
| Resources Management Corp. /CT/ | 0.00% | No change | 37 | $14K |
| Founders Capital Management | 0.01% | No change | 36 | $14K |
| Global Financial Private Client, LLC | 0.01% | No change | 35 | $13K |
| Red Tortoise LLC | 0.01% | No change | 33 | $12K |
| Pathway Financial Advisers, LLC | 0.01% | Reduce -5.7% | 33 | $12K |
| Rogco, LP | 0.00% | No change | 33 | $12K |
| ARK Investment Management | 0.00% | Reduce -86.3% | 32 | $12K |
| Wagner Wealth Management, LLC | 0.00% | New | 32 | $12K |
| Nemes Rush Group LLC | 0.00% | Reduce -65.3% | 34 | $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 |
| Ridgewood Investments LLC | 0.00% | No change | 21 | $8K |
| First Community Trust NA | 0.01% | No change | 20 | $8K |
| Toth Financial Advisory Corp. | 0.00% | No change | 17 | $6K |
| Winch Advisory Services, LLC | 0.00% | No change | 15 | $6K |
| Hexagon Capital Partners LLC | 0.00% | No change | 14 | $5K |
| American Capital Advisory, LLC | 0.00% | New | 13 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 13 | $5K |
| Tucker Asset Management LLC | 0.00% | Add +550.0% | 13 | $5K |
| Sachetta, LLC | 0.00% | New | 12 | $5K |
| Bangor Savings Bank | 0.00% | Add +900.0% | 10 | $4K |
| Transcendent Capital Group LLC | 0.00% | New | 9 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 9 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -55.6% | 8 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 6 | $2K |
| Islay Capital Management, LLC | 0.00% | New | 4 | $2K |
| Fred Alger Management, LLC | 0.00% | New | 2 | $751 |
| Abound Wealth Management | 0.00% | New | 1 | $376 |
"% of holder's portfolio" is IWF's weight in each manager's 13F, not the share of iShares Russell 1000 Growth the manager owns.