iShares Russell 1000 GrowthIWFETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 2,309 institutions reported holding iShares Russell 1000 Growth (IWF) in their 13F filings, up 233 from Q3 2024. 136 opened new positions and 61 sold out. The largest holders were Bank of America Corp. ($12.3B), Morgan Stanley ($9.7B) and Goldman Sachs Group Inc. ($3.9B). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 1000 Growth
- CUSIP
- 464287614
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 136 | $547.5M |
| Exits | 61 | $310.9M |
All 13F filers, Q3 2024 → Q4 2024: 7,918,803 shares bought and 6,143,629 shares sold, net +1,775,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,309 holders
| Bank of America Corp. | 1.14% | Add +1.5% | 30,562,347 | $12.3B |
| Morgan Stanley | 0.68% | Reduce -7.5% | 24,055,964 | $9.7B |
| Goldman Sachs Group Inc. | 0.74% | Reduce -1.2% | 9,619,974 | $3.9B |
| FMR LLC | 0.23% | Reduce -2.9% | 9,457,283 | $3.8B |
| JPMorgan Chase & Co. | 0.23% | Add +5.2% | 7,116,045 | $2.9B |
| UBS Group AG | 0.56% | Reduce -1.2% | 6,196,539 | $2.5B |
| Envestnet Asset Management Inc. | 0.69% | Add +3.0% | 5,383,487 | $2.2B |
| Northern Trust Corp. | 0.28% | Add +4.3% | 4,901,211 | $2.0B |
| Wells Fargo & Company | 0.44% | Add +9.7% | 4,514,226 | $1.8B |
| Raymond James Financial Inc. | 0.51% | — | 3,404,719 | $1.4B |
| LPL Financial LLC | 0.51% | Add +3.9% | 3,146,450 | $1.3B |
| PNC Financial Services Group, Inc. | 0.84% | Reduce -0.4% | 3,120,331 | $1.3B |
| M&T Bank Corp | 3.71% | Reduce -2.6% | 2,755,299 | $1.1B |
| Baird Financial Group, Inc. | 1.81% | Reduce -0.3% | 2,354,697 | $945.6M |
| Truist Financial Corp. | 1.37% | Add +0.5% | 2,171,569 | $872.1M |
| Commonwealth Equity Services, LLC | 1.23% | Add +0.1% | 2,098,242 | $842.6M |
| Tiaa Trust, National Association | 2.55% | Reduce -2.3% | 2,078,785 | $839.3M |
| Signaturefd, LLC | 15.75% | Add +0.3% | 2,066,906 | $830.0M |
| Royal Bank of Canada | 0.15% | Add +2.0% | 1,668,572 | $670.1M |
| Ameriprise Financial Inc. | 0.15% | Reduce -16.9% | 1,475,902 | $592.7M |
| CHURCHILL MANAGEMENT Corp | 6.08% | Add +3.3% | 1,386,056 | $556.6M |
| Stifel Financial Corp. | 0.56% | Add +6.8% | 1,336,961 | $536.9M |
| Bank of New York Mellon Corp | 0.10% | Add +5.1% | 1,310,849 | $526.4M |
| Circle Wealth Management, LLC | 11.07% | Add +0.0% | 1,288,557 | $517.5M |
| Synovus Financial Corp. | 6.56% | Reduce -0.3% | 1,282,717 | $515.1M |
| Cetera Investment Advisers | 1.06% | Reduce -0.5% | 1,264,703 | $507.9M |
| HighTower Advisors, LLC | 0.64% | Add +6.1% | 1,170,155 | $469.9M |
| BlackRock, Inc. | 0.01% | Add +13.1% | 1,079,631 | $433.6M |
| GLOBALT Investments LLC / GA | 16.32% | Reduce -3.6% | 1,061,238 | $426.2M |
| US Bancorp \de | 0.55% | Reduce -4.1% | 1,053,112 | $422.9M |
| Nuveen Asset Management, LLC | 0.11% | Add +15.4% | 971,077 | $390.0M |
| Two Sigma Investments, LP | 0.93% | Add +79.9% | 958,000 | $384.7M |
| CIBC Private Wealth Group LLC | 0.69% | Add +3.2% | 946,838 | $382.9M |
| Cerity Partners LLC | 0.82% | Add +1.0% | 943,518 | $378.8M |
| Prudential Financial Inc. | 0.46% | Add +100.9% | 831,195 | $333.8M |
| Focus Partners Wealth | 0.84% | Add +191.3% | 805,185 | $323.3M |
| Janney Montgomery Scott LLC | 0.89% | Add +0.4% | 797,704 | $320.3M |
| Corient Private Wealth LP | 0.51% | Add +0.1% | 774,476 | $307.9M |
| Rockefeller Capital Management L.P. | 0.78% | Add +6.2% | 754,348 | $302.7M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -5.5% | 731,892 | $293.9M |
| Sumitomo Mitsui Financial Group, Inc. | 3.73% | New | 691,000 | $280.0M |
| Choreo, LLC | 3.91% | Add +34.9% | 676,064 | $272.3M |
| Comerica Bank | 1.05% | Add +1.5% | 650,691 | $261.3M |
| NorthCoast Asset Management LLC | 1.27% | Reduce -0.2% | 643,942 | $258.6M |
| Northwestern Mutual Wealth Management Co. | 0.21% | Add +0.6% | 619,890 | $248.9M |
| Osaic Holdings, Inc. | 0.54% | Reduce -1.8% | 598,979 | $240.6M |
| Waldron Private Wealth LLC | 9.56% | Reduce -0.9% | 591,369 | $237.5M |
| 1ST Source Bank | 13.43% | Add +0.1% | 584,615 | $234.8M |
| Clearstead Advisors, LLC | 3.54% | Reduce -9.6% | 579,557 | $232.7M |
| Citigroup Inc. | 0.22% | Reduce -7.6% | 568,591 | $228.3M |
| Mariner, LLC | 0.37% | Reduce -2.3% | 546,201 | $219.4M |
| MML Investors Services, LLC | 0.75% | Add +4.7% | 539,463 | $216.6M |
| Cresset Asset Management, LLC | 1.01% | Reduce -7.0% | 522,881 | $210.0M |
| Polen Capital Management LLC | 0.55% | Add +210.5% | 503,619 | $202.2M |
| American Century Companies Inc. | 0.11% | Reduce -57.3% | 486,242 | $195.3M |
| Regions Financial Corp. | 1.43% | Reduce -1.1% | 484,620 | $194.6M |
| Creative Planning | 0.18% | Add +4.0% | 454,542 | $182.5M |
| Johnson Financial Group, Inc. | 8.44% | Reduce -13.8% | 435,911 | $178.4M |
| Commerce Bank | 1.10% | Add +0.4% | 442,364 | $177.6M |
| Captrust Financial Advisors | 0.49% | Reduce -2.9% | 428,283 | $172.0M |
| MAI Capital Management | 1.28% | Add +8.6% | 426,679 | $171.3M |
| Staley Capital Advisers Inc. | 7.59% | Reduce -0.1% | 425,713 | $171.0M |
| Fifth Third Bancorp | 0.61% | Reduce -1.6% | 421,558 | $169.3M |
| Wealth Enhancement Advisory Services, LLC | 0.31% | Add +1.9% | 404,669 | $162.5M |
| Stairway Partners, LLC | 9.84% | Add +0.6% | 388,847 | $156.2M |
| Mercer Global Advisors Inc. | 0.38% | Reduce -11.4% | 384,560 | $154.4M |
| Ieq Capital, LLC | 1.49% | Add +39.0% | 383,114 | $153.9M |
| Cullen/Frost Bankers, Inc. | 2.08% | Reduce -4.6% | 378,579 | $152.0M |
| D.A. Davidson & Co. | 1.20% | Reduce -0.6% | 368,052 | $147.8M |
| Oakworth Capital, Inc. | 9.83% | Add +0.7% | 355,968 | $142.9M |
| Bank of Montreal | 0.07% | Reduce -1.1% | 339,394 | $136.3M |
| J.Safra Asset Management Corp | 10.92% | Add +93.8% | 331,322 | $134.3M |
| Thrivent Financial for Lutherans | 0.25% | Reduce -2.7% | 327,680 | $130.9M |
| Wellington Management Group LLP | 0.02% | Reduce -42.2% | 312,548 | $125.5M |
| Jones Financial Companies LLLP | 0.12% | Add +16.8% | 308,063 | $123.7M |
| Silvercrest Asset Management Group LLC | 0.81% | Reduce -2.5% | 301,971 | $121.3M |
| Brown Advisory Inc. | 0.15% | Add +38.4% | 291,783 | $117.2M |
| Orion Porfolio Solutions, LLC | 1.17% | Reduce -0.1% | 291,394 | $117.0M |
| Orion Portfolio Solutions, LLC | 1.17% | Reduce -0.1% | 291,394 | $117.0M |
| Private Advisor Group, LLC | 0.63% | Reduce -2.0% | 280,146 | $112.5M |
| Pathstone Holdings, LLC | 0.49% | Add +6.3% | 278,559 | $112.0M |
| Modera Wealth Management, LLC | 1.32% | Reduce -2.4% | 271,367 | $109.0M |
| Stephens Inc. | 1.51% | Add +0.6% | 268,802 | $107.9M |
| Avantax Advisory Services, Inc. | 0.66% | Add +17.9% | 263,344 | $105.8M |
| Confluence Wealth Services, Inc. | 6.87% | Reduce -0.5% | 253,197 | $105.6M |
| Moneta Group Investment Advisors LLC | 1.46% | Add +0.0% | 259,446 | $104.2M |
| Simon Quick Advisors, LLC | 6.17% | Reduce -0.8% | 256,674 | $103.1M |
| Beacon Pointe Advisors, LLC | 1.03% | Add +10.1% | 231,401 | $92.9M |
| Bank of Nova Scotia | 0.16% | No change | 229,000 | $92.0M |
| Keybank National Association | 0.35% | Reduce -2.3% | 228,760 | $91.9M |
| Bridges Investment Management Inc. | 1.25% | Reduce -3.4% | 222,546 | $89.4M |
| Equitable Holdings, Inc. | 0.84% | Reduce -7.2% | 220,225 | $88.4M |
| HSBC Holdings PLC | 0.05% | Add +4.0% | 219,033 | $88.0M |
| Steward Partners Investment Advisory, LLC | 0.78% | Add +3.6% | 218,169 | $87.6M |
| Blair William & Co. | 0.25% | Add +7.5% | 216,605 | $87.0M |
| Cedar Mountain Advisors, LLC | 18.05% | Reduce -0.4% | 204,567 | $82.1M |
| Lido Advisors, LLC | 0.52% | Add +35.1% | 204,402 | $82.1M |
| First Business Financial Services, Inc. | 8.07% | Add +0.0% | 203,157 | $81.6M |
| NewEdge Advisors, LLC | 0.49% | Reduce -0.4% | 201,423 | $80.9M |
| MV Capital Management, Inc. | 8.47% | Reduce -4.7% | 197,363 | $79.3M |
| Baker Avenue Asset Management, LP | 2.39% | Add +0.2% | 194,448 | $78.1M |
| Mesirow Financial Investment Management, Inc. | 1.54% | Reduce -3.3% | 192,657 | $77.4M |
| Graypoint LLC | 4.66% | Add +0.1% | 191,450 | $76.9M |
| Alliancebernstein L.P. | 0.03% | Reduce -1.4% | 187,906 | $75.5M |
| Natixis Advisors, LLC | 0.14% | Reduce -11.6% | 187,287 | $75.2M |
| EP Wealth Advisors, LLC | 0.60% | Reduce -15.8% | 184,040 | $73.9M |
| Qalhat Capital Ltd | 19.38% | New | 182,655 | $73.4M |
| Allspring Global Investments Holdings, LLC | 0.12% | Reduce -9.0% | 181,409 | $72.7M |
| TruWealth Advisors, LLC | 4.38% | Reduce -17.9% | 180,787 | $72.6M |
| Pinnacle Financial Partners Inc | 1.43% | Reduce -0.3% | 178,387 | $70.6M |
| Kestra Advisory Services, LLC | 0.38% | Add +2.2% | 173,563 | $69.7M |
| Stephens Group Asset Management, LLC | 5.60% | Reduce -0.3% | 167,318 | $67.2M |
| Ascent Wealth Partners, LLC | 8.77% | Reduce -3.1% | 161,952 | $65.0M |
| Waverly Advisors, LLC | 1.00% | Add +5.2% | 161,620 | $64.9M |
| Principal Financial Group Inc. | 0.04% | Add +9.5% | 160,875 | $64.6M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +14.0% | 157,826 | $63.4M |
| Covenant Partners, LLC | 19.49% | Add +2.9% | 157,443 | $63.2M |
| Rwa Wealth Partners, LLC | 0.76% | Add +17.9% | 153,507 | $61.6M |
| Capital Advisors, Ltd. LLC | 7.62% | Reduce -0.3% | 150,581 | $60.5M |
| FSA Wealth Management LLC | 24.40% | Reduce -3.6% | 149,686 | $60.1M |
| AMG National Trust Bank | 1.56% | Reduce -0.4% | 139,357 | $56.4M |
| One Capital Management, LLC | 1.80% | Reduce -0.2% | 135,440 | $54.4M |
| Allworth Financial LP | 0.30% | Reduce -2.1% | 129,222 | $53.7M |
| Paulson Wealth Management Inc. | 14.61% | Add +2.4% | 133,357 | $53.6M |
| Amundi | 0.02% | Add +244.2% | 133,148 | $53.5M |
| Avidian Wealth Enterprises, LLC | 2.38% | Add +0.0% | 132,134 | $53.1M |
| TD Private Client Wealth LLC | 1.48% | Reduce -3.1% | 131,698 | $52.9M |
| Nadler Financial Group, Inc. | 5.57% | Reduce -0.1% | 131,603 | $52.8M |
| Cynosure Group, LLC | 7.85% | Reduce -1.3% | 130,794 | $52.5M |
| Flaharty Asset Management, LLC | 7.42% | Reduce -2.8% | 126,612 | $50.8M |
| Sanctuary Advisors, LLC | 0.32% | Reduce -3.1% | 123,286 | $50.6M |
| Berkshire Money Management, Inc. | 5.49% | Reduce -1.3% | 125,685 | $50.5M |
| Rodgers & Associates, LTD | 6.01% | Reduce -2.4% | 125,669 | $50.5M |
| Hantz Financial Services, Inc. | 0.88% | Add +3.3% | 125,128 | $50.2M |
| Robertson Stephens Wealth Management, LLC | 1.78% | Add +0.7% | 124,654 | $50.1M |
| NewEdge Wealth, LLC | 0.86% | Add +7.3% | 124,024 | $49.8M |
| Marquette Asset Management, LLC | 8.09% | Reduce -0.5% | 123,508 | $49.6M |
| Relyea Zuckerberg Hanson LLC | 6.52% | Add +3.2% | 120,679 | $48.5M |
| NorthRock Partners, LLC | 1.58% | Reduce -1.6% | 120,295 | $48.3M |
| Wealthspire Advisors, LLC | 0.48% | Add +0.3% | 119,673 | $48.1M |
| Financial Counselors Inc. | 0.70% | Add +1.6% | 118,590 | $47.6M |
| Ameritas Advisory Services, LLC | 1.63% | Add +74.6% | 117,694 | $47.3M |
| Baron Silver Stevens Financial Advisors, LLC | 7.95% | Add +1.6% | 116,661 | $46.8M |
| RTD Financial Advisors, Inc. | 6.00% | Reduce -4.9% | 116,466 | $46.8M |
| First Horizon Advisors, Inc. | 1.30% | Reduce -2.2% | 115,511 | $46.4M |
| Capstone Financial Advisors, Inc. | 2.86% | Add +7.0% | 115,237 | $46.3M |
| Integrated Investment Consultants, LLC | 9.29% | Reduce -5.9% | 112,138 | $45.0M |
| Badgley Phelps Wealth Managers, LLC | 1.03% | Add +6.2% | 110,031 | $44.2M |
| Savant Capital, LLC | 0.34% | Reduce -4.7% | 108,736 | $43.7M |
| RMR Wealth Builders | 4.45% | Reduce -1.6% | 107,204 | $43.1M |
| E&G Advisors, LLC | 11.52% | Reduce -0.2% | 105,785 | $42.4M |
| Hirtle & Co., LLC | 2.05% | Reduce -2.3% | 105,170 | $42.2M |
| LBJ Family Wealth Advisors, Ltd. | 24.96% | Reduce -1.3% | 104,270 | $41.9M |
| BTG Pactual Asset Management US LLC | 5.41% | Add +28.1% | 131,789 | $41.8M |
| Mission Wealth Management, LP | 1.00% | Reduce -2.9% | 104,118 | $41.8M |
| MetLife Investment Management, LLC | 0.23% | Add +50.1% | 104,000 | $41.8M |
| Ellenbecker Investment Group | 7.47% | Add +41.5% | 103,844 | $41.7M |
| Deutsche Bank AG | 0.02% | Reduce -12.6% | 103,415 | $41.5M |
| CX Institutional | 1.63% | Add +16.5% | 102,180 | $41.0M |
| Sheridan Capital Management, LLC | 28.72% | Add +0.3% | 101,849 | $40.9M |
| Barclays PLC | 0.02% | Add +41.7% | 100,040 | $40.2M |
| Kestra Private Wealth Services, LLC | 0.68% | Add +7.2% | 99,752 | $40.1M |
| Oppenheimer & Co. Inc. | 0.60% | Add +2.5% | 99,670 | $40.0M |
| Johnson Investment Counsel Inc. | 0.39% | Reduce -0.5% | 98,438 | $39.5M |
| Jmac Enterprises LLC | 6.12% | Add +1.7% | 97,029 | $39.0M |
| Bokf, NA | 0.66% | Reduce -3.3% | 97,707 | $38.9M |
| Accredited Investors Inc. | 2.26% | Reduce -0.7% | 95,928 | $38.5M |
| Strategic Point Investment Advisors, LLC | 6.24% | Add +53.2% | 95,290 | $38.3M |
| Lindbrook Capital, LLC | 3.43% | Reduce -1.4% | 94,501 | $37.9M |
| Ball & Co Wealth Management Inc. | 29.96% | — | 93,714 | $37.6M |
| Portfolio Strategies, Inc. | 5.34% | Reduce -0.6% | 93,638 | $37.6M |
| StoneX Group Inc. | 2.04% | Add +4032.1% | 92,518 | $37.2M |
| JFS Wealth Advisors, LLC | 2.49% | Add +3.3% | 90,911 | $36.5M |
| Allianz Asset Management GmbH | 0.05% | Add +35.5% | 90,200 | $36.2M |
| Capital Advisors Wealth Management, LLC | 6.40% | Add +1.7% | 89,455 | $35.9M |
| Kensington Asset Management, LLC | 2.09% | Reduce -32.3% | 88,650 | $35.6M |
| Old National Bancorp | 0.84% | Add +2.8% | 88,645 | $35.6M |
| Saiph Capital, LLC | 16.13% | Add +1.0% | 88,502 | $35.5M |
| Tsfg, LLC | 7.15% | Add +1.4% | 86,749 | $34.8M |
| Parkside Financial Bank & Trust | 4.56% | Reduce -3.2% | 85,684 | $34.4M |
| Brighton Jones LLC | 0.99% | Reduce -4.1% | 85,512 | $34.3M |
| Woodard & Co. Asset Management Group Inc. | 7.38% | Add +2.9% | 85,274 | $34.2M |
| Simmons Bank | 2.48% | Reduce -3.1% | 84,574 | $34.0M |
| BTC Capital Management, Inc. | 3.15% | Reduce -3.9% | 84,479 | $33.9M |
| United Capital Financial Advisors, LLC | 0.28% | Reduce -1.9% | 83,852 | $33.7M |
| Fulton Bank, N.A. | 1.29% | Reduce -3.6% | 83,076 | $33.4M |
| XML Financial, LLC | 3.00% | Add +0.4% | 81,427 | $32.7M |
| Wellspring Financial Advisors, LLC | 3.39% | Reduce -1.9% | 80,855 | $32.5M |
| Cwm, LLC | 0.13% | Add +10.2% | 78,911 | $31.7M |
| Highland Capital Management, LLC | 1.80% | Add +2.4% | 78,535 | $31.5M |
| Sanchez Wealth Management Group | 8.58% | Add +8.4% | 78,226 | $31.4M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +11.4% | 78,223 | $31.4M |
| Black Swift Group, LLC | 6.62% | Reduce -2.3% | 77,715 | $31.2M |
| Ullmann Wealth Partners Group, LLC | 3.99% | Reduce -0.8% | 77,076 | $31.0M |
| Montecito Bank & Trust | 5.36% | Reduce -0.5% | 77,046 | $30.9M |
| CW Advisors, LLC | 0.42% | Add +26.4% | 75,811 | $30.4M |
| Jennison Associates LLC | 0.02% | Add +11.6% | 74,345 | $29.9M |
| Atria Wealth Solutions, Inc. | 0.32% | Add +7.8% | 72,310 | $29.0M |
| Country Club Bank | 1.93% | Reduce -3.4% | 71,308 | $28.9M |
| SVB Wealth LLC | 0.54% | New | 71,385 | $28.7M |
| PFW Advisors LLC | 8.73% | — | 70,716 | $28.4M |
| Citadel Advisors | 0.03% | Add +56.3% | 70,321 | $28.2M |
| Capital Planning Advisors, LLC | 4.36% | Add +4.7% | 70,295 | $28.2M |
| Jasper Ridge Partners, L.P. | 0.89% | No change | 69,729 | $28.0M |
| First Foundation Advisors | 1.04% | Add +14.5% | 68,844 | $27.6M |
| Nwam LLC | 1.70% | Add +0.1% | 68,276 | $27.4M |
| Avantax Planning Partners, Inc. | 0.98% | Reduce -2.4% | 67,763 | $27.2M |
| Edge Capital Group, LLC | 1.21% | Reduce -100.0% | 33 | $27.2M |
| Smith, Moore & Co. | 2.47% | Add +8.1% | 67,317 | $27.0M |
| Park Avenue Securities LLC | 0.28% | Add +48.9% | 67,308 | $27.0M |
| Life Line Wealth Management LLC | 9.61% | New | 67,082 | $26.9M |
| Corundum Group, Inc. | 10.02% | Reduce -3.1% | 66,822 | $26.8M |
| Proathlete Wealth Management LLC | 10.10% | Add +7.6% | 66,789 | $26.8M |
| Sowell Financial Services LLC | 1.39% | Add +3.0% | 65,986 | $26.5M |
| Condor Capital Management | 2.31% | Add +2.7% | 65,310 | $26.2M |
| Bluesphere Advisors LLC | 12.70% | Add +1.2% | 64,614 | $25.9M |
| Global Retirement Partners, LLC | 0.74% | Add +1.5% | 64,455 | $25.9M |
| HB Wealth Management, LLC | 0.26% | Add +2.4% | 64,186 | $25.8M |
| Oppenheimer Asset Management Inc. | 0.31% | Add +243.3% | 64,099 | $25.7M |
| Boulder Wealth Advisors, LLC | 12.63% | Add +10.6% | 61,014 | $24.5M |
| Fifth Third Securities, Inc. | 2.07% | Add +5.8% | 60,660 | $24.4M |
| First Citizens Bank & Trust Co. | 0.44% | Reduce -2.5% | 60,319 | $24.2M |
| Wilmington Savings Fund Society, FSB | 0.44% | Add +3.8% | 60,238 | $24.2M |
| BNP Paribas Financial Markets | 0.02% | Add +24.5% | 59,946 | $24.1M |
| Claro Advisors Inc. | 3.21% | Add +9.9% | 59,151 | $23.8M |
| Congress Asset Management Co. | 0.16% | Add +511.9% | 59,091 | $23.7M |
| SlateStone Wealth, LLC | 2.33% | Reduce -3.1% | 59,064 | $23.7M |
| DT Investment Partners, LLC | 2.01% | Reduce -0.2% | 59,017 | $23.7M |
| Carolinas Wealth Consulting LLC | 4.65% | Reduce -8.3% | 58,898 | $23.7M |
| Atria Investments, Inc | 0.29% | Add +77.5% | 58,576 | $23.5M |
| Legacy Edge Advisors, LLC | 3.73% | Reduce -20.4% | 57,918 | $23.5M |
| Haverford Trust Co | 0.23% | Reduce -0.9% | 58,071 | $23.3M |
| Ashton Thomas Private Wealth, LLC | 0.91% | Add +1.4% | 57,973 | $23.3M |
| Aptus Capital Advisors, LLC | 0.28% | Add +2.2% | 57,883 | $23.2M |
| Fermata Advisors, LLC | 4.30% | Add +5.2% | 57,303 | $23.0M |
| Freestone Capital Holdings, LLC | 0.79% | Add +1.2% | 57,050 | $22.9M |
| Ballentine Partners, LLC | 0.39% | Reduce -0.3% | 56,955 | $22.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Add +2.1% | 56,551 | $22.7M |
| Blodgett Wealth Advisors, LLC | 17.69% | Add +0.1% | 56,185 | $22.6M |
| Evercore Wealth Management, LLC | 0.34% | Add +1.2% | 56,181 | $22.6M |
| Callan Family Office, LLC | 1.42% | Add +0.6% | 55,709 | $22.4M |
| Montag A & Associates Inc. | 1.06% | Add +6.9% | 55,444 | $22.3M |
| LWM Advisors Inc. | 21.84% | — | 54,186 | $21.8M |
| Visionary Wealth Advisors | 1.27% | Reduce -0.4% | 54,039 | $21.7M |
| Prospera Financial Services Inc | 0.50% | Add +219.0% | 53,944 | $21.7M |
| McKinley Carter Wealth Services, Inc. | 1.33% | Reduce -1.0% | 53,926 | $21.7M |
| GHP Investment Advisors, Inc. | 1.01% | Reduce -1.4% | 53,710 | $21.6M |
| Mather Group, Llc. | 0.27% | Reduce -2.4% | 52,622 | $21.1M |
| Whitegate Investment Counselors, Inc. | 7.24% | Reduce -28.4% | 52,606 | $21.1M |
| Summit Wealth Partners, LLC | 4.32% | Reduce -4.2% | 52,358 | $21.0M |
| Fidelis Capital Partners, LLC | 2.10% | Reduce -0.9% | 51,899 | $21.0M |
| Roble, Belko & Company, Inc | 3.33% | No change | 52,207 | $21.0M |
| Advisor OS, LLC | 2.42% | Add +6.0% | 52,140 | $20.9M |
| STAR Financial Bank | 14.97% | Reduce -6.1% | 51,764 | $20.8M |
| Spire Wealth Management | 0.64% | Reduce -0.3% | 51,496 | $20.7M |
| VAUGHAN & Co SECURITIES, INC. | 12.32% | Reduce -4.7% | 50,883 | $20.4M |
| Jane Street Group, LLC | 0.03% | Add +8439.5% | 50,810 | $20.4M |
| Winthrop Advisory Group LLC | 2.42% | Reduce -0.1% | 50,123 | $20.1M |
| Dorsey & Whitney Trust CO LLC | 1.11% | Add +0.9% | 50,067 | $20.1M |
| Neuberger Berman Group LLC | 0.02% | Add +6.0% | 48,053 | $19.3M |
| Tradition Wealth Management, LLC | 1.70% | Reduce -1.7% | 47,915 | $19.2M |
| Bradley Foster & Sargent Inc. | 0.32% | Reduce -3.2% | 47,540 | $19.1M |
| Retirement Income Solutions, Inc. | 3.84% | Reduce -2.8% | 47,432 | $19.0M |
| Westshore Wealth, LLC | 7.63% | Reduce -0.1% | 46,767 | $18.8M |
| Curtis Advisory Group, LLC | 4.96% | Reduce -0.4% | 46,660 | $18.7M |
| Nestegg Advisors, Inc. | 18.87% | — | 46,209 | $18.7M |
| MJP Associates Inc. | 3.34% | Add +2.7% | 46,314 | $18.6M |
| Sei Investments Co. | 0.02% | Add +11.2% | 45,873 | $18.4M |
| Fifth Third Wealth Advisors LLC | 1.00% | Add +9.4% | 45,768 | $18.4M |
| Franklin Resources Inc. | 0.01% | Add +17.6% | 44,748 | $18.0M |
| Cooksen Wealth, LLC | 16.41% | Add +0.2% | 44,438 | $17.8M |
| Sagespring Wealth Partners, LLC | 0.47% | — | 44,342 | $17.8M |
| Sunburst Financial Group, LLC | 4.40% | Reduce -5.3% | 44,327 | $17.8M |
| Crescent Grove Advisors, LLC | 1.74% | Add +0.2% | 43,731 | $17.6M |
| Sonata Capital Group Inc. | 7.26% | Add +0.4% | 43,669 | $17.5M |
| O'Brien Wealth Partners LLC | 3.16% | Reduce -2.3% | 43,606 | $17.5M |
| Occidental Asset Management, LLC | 2.71% | Reduce -4.9% | 43,185 | $17.3M |
| Wetzel Investment Advisors, Inc. | 8.59% | Add +1.5% | 42,874 | $17.2M |
| Winslow Capital Management, LLC | 0.06% | Add +135.2% | 41,850 | $16.8M |
| Keel Point, LLC | 1.35% | Reduce -1.4% | 41,836 | $16.8M |
| Schneider Downs Wealth Management Advisors, LP | 3.16% | Reduce -0.9% | 41,779 | $16.8M |
| Nvest Financial, LLC | 8.48% | Reduce -0.2% | 41,593 | $16.7M |
| Stillwater Capital Advisors, LLC | 2.05% | Reduce -2.9% | 41,303 | $16.6M |
| Great Valley Advisor Group, Inc. | 0.36% | Reduce -11.2% | 40,475 | $16.3M |
| Regent Peak Wealth Advisors LLC | 3.62% | Add +21.6% | 40,168 | $16.1M |
| AQR Capital Management | 0.02% | Add +3609.1% | 39,947 | $16.0M |
| Cordatus Wealth Management LLC | 4.21% | Add +2327.3% | 39,710 | $15.9M |
| Clear Harbor Asset Management, LLC | 1.29% | Add +8.3% | 39,697 | $15.9M |
| Dakota Wealth Management | 0.36% | Reduce -0.1% | 39,171 | $15.7M |
| Compass Financial Group, Inc. | 7.52% | Reduce -3.0% | 39,168 | $15.7M |
| FDx Advisors, Inc. | 4.59% | Reduce -9.6% | 39,107 | $15.7M |
| Procyon Advisors, LLC | 1.00% | Add +49.0% | 38,841 | $15.6M |
| Independent Advisor Alliance | 0.21% | Add +3344.6% | 38,752 | $15.6M |
| Consolidated Portfolio Review Corp | 2.44% | Reduce -16.4% | 38,350 | $15.4M |
| Sylvest Advisors, LLC | 9.44% | — | 38,221 | $15.3M |
| OneDigital Investment Advisors LLC | 0.18% | Add +5.8% | 38,112 | $15.3M |
| Prudential PLC | 0.08% | No change | 37,693 | $15.1M |
| Summit Financial, LLC | 0.53% | Add +7.9% | 37,656 | $15.1M |
| JMG Financial Group, Ltd. | 0.51% | Add +1.0% | 37,473 | $15.0M |
| Cary Street Partners Financial LLC | 0.48% | — | 37,155 | $14.9M |
| HBK Sorce Advisory LLC | 0.45% | Reduce -2.2% | 36,994 | $14.9M |
| Vanguard Group Inc. | 0.00% | Reduce -0.3% | 36,982 | $14.9M |
| Kelly Financial Group LLC | 5.26% | — | 36,826 | $14.8M |
| One Wealth Advisors, LLC | 2.19% | Add +7.3% | 36,737 | $14.8M |
| Choate Investment Advisors | 0.35% | Reduce -0.7% | 36,660 | $14.7M |
| Nottingham Advisors, Inc. | 1.86% | Reduce -9.9% | 36,489 | $14.7M |
| Investment Partners, LTD. | 6.02% | Reduce -0.8% | 36,426 | $14.6M |
| Stratos Wealth Partners, LTD. | 0.21% | Reduce -4.4% | 36,413 | $14.6M |
| Newport Capital Group, LLC | 10.75% | Add +1.1% | 36,323 | $14.6M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -12.9% | 36,175 | $14.5M |
| GeoWealth Management, LLC | 0.47% | Add +168.3% | 35,932 | $14.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +68.4% | 35,541 | $14.4M |
| Citizens Financial Group Inc. | 0.28% | Add +13.4% | 35,347 | $14.2M |
| Intrepid Financial Planning Group LLC | 5.99% | Reduce -1.0% | 35,297 | $14.2M |
| Prime Capital Investment Advisors, LLC | 0.20% | Reduce -0.5% | 34,567 | $13.9M |
| Clayton Financial Group LLC | 4.98% | Reduce -2.2% | 34,433 | $13.8M |
| FMA Wealth Management, LLC | 10.28% | Reduce -2.4% | 34,394 | $13.8M |
| DSM Capital Partners LLC | 0.21% | Add +6330.6% | 34,211 | $13.7M |
| RFG Advisory, LLC | 0.39% | Add +10.2% | 33,968 | $13.6M |
| West Bancorporation Inc. | 8.95% | Reduce -3.0% | 33,919 | $13.6M |
| IHT Wealth Management, LLC | 0.44% | Reduce -32.4% | 33,578 | $13.5M |
| Rhumbline Advisers | 0.01% | Reduce -32.2% | 33,444 | $13.4M |
| Finley Financial, LLC | 6.96% | — | 33,044 | $13.4M |
| Accretive Wealth Partners, LLC | 5.64% | Reduce -2.2% | 33,108 | $13.3M |
| Western Wealth Management, LLC | 0.71% | Add +19.8% | 33,044 | $13.3M |
| Stonebridge Financial Group, LLC | 1.46% | — | 32,943 | $13.2M |
| Quantinno Capital Management LP | 0.13% | Add +14.1% | 32,819 | $13.2M |
| Townsquare Capital LLC | 0.15% | Add +118.9% | 32,730 | $13.1M |
| Pointe Capital Management LLC | 7.54% | Add +1.8% | 32,695 | $13.1M |
| SMI Advisory Services, LLC | 3.01% | Reduce -0.9% | 32,896 | $13.0M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +7.8% | 32,455 | $13.0M |
| Denver Wealth Management, Inc. | 5.86% | Add +0.4% | 32,402 | $13.0M |
| National Bank of Canada | 0.02% | Reduce -13.9% | 32,135 | $12.9M |
| Valeo Financial Advisors, LLC | 0.36% | Reduce -2.1% | 31,733 | $12.7M |
| Breakwater Capital Group | 2.53% | Reduce -1.0% | 31,665 | $12.7M |
| Brand Asset Management Group, Inc. | 5.16% | Reduce -8.7% | 31,660 | $12.7M |
| Genesis Private Wealth, LLC | 7.00% | — | 31,640 | $12.7M |
| Bessemer Group Inc. | 0.02% | Reduce -17.1% | 31,597 | $12.7M |
| Integrated Wealth Concepts LLC | 0.15% | Add +14.2% | 31,593 | $12.7M |
| UMB Bank, n.a. | 0.20% | Reduce -29.8% | 31,340 | $12.6M |
| Narwhal Capital Management | 1.10% | No change | 31,070 | $12.5M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +2.7% | 30,920 | $12.4M |
| GM Advisory Group, LLC | 0.69% | Reduce -0.3% | 30,875 | $12.4M |
| Curi Capital, LLC | 0.28% | Reduce -8.1% | 30,280 | $12.2M |
| Altus Wealth Group LLC | 5.38% | Reduce -3.5% | 30,265 | $12.2M |
| IMS Capital Management | 5.60% | Reduce -0.6% | 30,070 | $12.1M |
| Affiance Financial, LLC | 2.88% | Add +4.6% | 30,035 | $12.1M |
| Sage Financial Group Inc. | 0.95% | Add +0.7% | 29,426 | $11.8M |
| Brickley Wealth Management | 2.38% | Reduce -13.2% | 29,165 | $11.7M |
| Connecticut Wealth Management, LLC | 0.57% | Reduce -0.6% | 28,884 | $11.6M |
| Atticus Wealth Management, LLC | 3.60% | Add +1.8% | 28,851 | $11.6M |
| Flputnam Investment Management Co. | 0.21% | Add +1.8% | 28,499 | $11.4M |
| Clientfirst Wealth Management, LLC | 11.48% | — | 28,264 | $11.4M |
| BCGM Wealth Management, LLC | 3.53% | Reduce -0.9% | 27,729 | $11.1M |
| Private Portfolio Partners LLC | 2.05% | Reduce -0.1% | 27,721 | $11.1M |
| Hardy Reed LLC | 0.98% | Reduce -0.5% | 27,714 | $11.1M |
| Pacific Sage Partners, LLC | 2.54% | Add +1.5% | 27,709 | $11.1M |
| Highland Financial Advisors, LLC | 3.84% | Reduce -1.7% | 27,583 | $11.1M |
| Quest Investment Management LLC | 1.28% | Add +26.3% | 27,357 | $11.0M |
| Busey Bank | 0.36% | Add +2.0% | 27,351 | $11.0M |
| Epiq Partners, LLC | 6.19% | Add +2.1% | 27,341 | $11.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.21% | Add +1.8% | 27,313 | $11.0M |
| Twin Focus Capital Partners, LLC | 1.61% | Reduce -1.6% | 27,209 | $10.9M |
| Whittier Trust Co. | 0.14% | Reduce -28.8% | 27,041 | $10.9M |
| FLC Capital Advisors | 2.50% | Reduce -0.8% | 27,018 | $10.8M |
| Oldfather Financial Services, LLC | 4.12% | Reduce -2.4% | 26,922 | $10.8M |
| Meritage Portfolio Management | 0.67% | Reduce -0.6% | 26,705 | $10.7M |
| Tobias Financial Advisors, Inc. | 2.15% | Reduce -0.7% | 26,606 | $10.7M |
| Bryn Mawr Trust Advisors, LLC | 0.58% | Add +5.4% | 26,574 | $10.7M |
| Focus Partners Advisor Solutions, LLC | 0.18% | Add +145.0% | 26,558 | $10.7M |
| American Institute for Advanced Investment Management, LLP | 7.94% | Reduce -2.9% | 26,533 | $10.7M |
| Grove Bank & Trust | 1.48% | Add +3.5% | 26,496 | $10.6M |
| Arete Wealth Advisors, LLC | 0.77% | Add +2.2% | 26,388 | $10.6M |
| BluePointe Capital Management, LLC | 6.03% | Add +14.2% | 26,254 | $10.5M |
| Mill Creek Capital Advisors, LLC | 0.25% | Add +0.0% | 26,248 | $10.5M |
| B. Riley Wealth Advisors, Inc. | 0.34% | Add +8.1% | 26,115 | $10.5M |
| Gilliland Jeter Wealth Management LLC | 3.51% | Add +0.0% | 25,912 | $10.4M |
| Sapient Capital LLC | 0.20% | Reduce -3.2% | 25,870 | $10.4M |
| Ballast, Inc. | 2.94% | Reduce -3.0% | 25,609 | $10.3M |
| Arbor Investment Advisors, LLC | 1.43% | Add +0.0% | 25,358 | $10.2M |
| US Financial Advisors, LLC | 3.11% | Add +1.7% | 25,212 | $10.1M |
| Allen Investment Management, LLC | 0.12% | No change | 25,154 | $10.1M |
| White Lighthouse Investment Management Inc. | 1.77% | Reduce -4.5% | 25,084 | $10.1M |
| Brown Brothers Harriman & Co. | 0.07% | Add +9.5% | 24,925 | $10.0M |
| Diversified Trust Co. | 0.24% | Reduce -0.8% | 24,703 | $9.9M |
| Central Valley Advisors, LLC | 4.49% | Reduce -0.7% | 24,602 | $9.9M |
| Parallel Advisors, LLC | 0.22% | Add +12.9% | 24,566 | $9.9M |
| Topel & Distasi Wealth Management, LLC | 4.22% | Reduce -13.0% | 24,532 | $9.9M |
| Blue Trust, Inc. | 0.13% | Reduce -10.1% | 24,373 | $9.8M |
| Patten Group, Inc. | 2.16% | Reduce -0.6% | 24,338 | $9.8M |
| Argent Trust Co | 0.40% | Add +1.9% | 24,314 | $9.8M |
| Truepoint, Inc. | 0.26% | Reduce -3.6% | 24,215 | $9.7M |
| Venture Visionary Partners LLC | 0.41% | Reduce -1.7% | 24,194 | $9.7M |
| Snowden Capital Advisors LLC | 0.30% | Add +6.4% | 24,176 | $9.7M |
| Walled Lake Planning & Wealth Management, LLC | 3.61% | Reduce -1.6% | 24,142 | $9.7M |
| Conning Inc. | 0.36% | No change | 24,087 | $9.7M |
| Global Strategic Investment Solutions, LLC | 1.13% | Add +7.3% | 24,049 | $9.7M |
| ARK & TLK Investments, LLC | 3.35% | Reduce -0.5% | 24,039 | $9.7M |
| American Trust | 0.73% | New | 23,778 | $9.5M |
| Axxcess Wealth Management, LLC | 0.24% | Add +4.0% | 23,694 | $9.5M |
| Coldstream Capital Management Inc. | 0.20% | Add +1.7% | 23,583 | $9.5M |
| Paragon Financial Partners, Inc. | 7.12% | Reduce -6.0% | 23,561 | $9.5M |
| Eukles Asset Management | 4.03% | Reduce -4.2% | 23,535 | $9.5M |
| Pettinga Financial Advisors LLC | 2.14% | Reduce -3.5% | 23,529 | $9.4M |
| Paladin Advisory Group, LLC | 7.19% | Reduce -2.5% | 23,383 | $9.4M |
| Ancora Advisors LLC | 0.21% | Add +1.8% | 23,133 | $9.3M |
| Aaron Wealth Advisors LLC | 1.07% | Add +8.7% | 22,987 | $9.2M |
| Unionview, LLC | 6.76% | Reduce -1.5% | 22,912 | $9.2M |
| Holistic Financial Partners | 4.58% | Reduce -0.4% | 22,964 | $9.2M |
| Zacks Investment Management | 0.09% | Add +169.4% | 22,925 | $9.2M |
| Bison Wealth, LLC | 2.03% | Add +20.4% | 22,897 | $9.2M |
| Apollon Wealth Management, LLC | 0.21% | Add +21.2% | 22,751 | $9.1M |
| Legal & General Group Plc | 0.00% | Add +3.1% | 22,620 | $9.1M |
| Oarsman Capital, Inc. | 1.58% | Reduce -5.3% | 22,544 | $9.1M |
| Community Bank, N.A. | 1.16% | Reduce -0.3% | 22,503 | $9.0M |
| AlTi Global, Inc. | 0.22% | Reduce -0.1% | 22,491 | $9.0M |
| Chicago Wealth Management, Inc. | 4.66% | Add +6.2% | 22,351 | $9.0M |
| Americana Partners, LLC | 0.37% | Add +88.7% | 22,294 | $9.0M |
| Sound View Wealth Advisors Group, LLC | 0.72% | Reduce -1.7% | 22,213 | $8.9M |
| NTV Asset Management LLC | 1.17% | Reduce -0.2% | 22,165 | $8.9M |
| Cypress Capital, LLC | 2.53% | Add +0.1% | 22,038 | $8.9M |
| American State Bank (Iowa) | 5.33% | Reduce -0.1% | 22,027 | $8.8M |
| Gladstone Institutional Advisory LLC | 0.41% | Add +4.8% | 22,025 | $8.8M |
| Pitcairn Co. | 0.52% | Reduce -10.6% | 21,987 | $8.8M |
| Linscomb Wealth, Inc. | 0.44% | Reduce -1.9% | 21,857 | $8.8M |
| SOA Wealth Advisors, LLC. | 1.61% | Reduce -4.2% | 21,833 | $8.8M |
| &partners | 0.11% | Add +14.8% | 21,589 | $8.8M |
| Objectivity Squared, LLC | 6.08% | Add +0.1% | 21,983 | $8.8M |
| Watts Gwilliam & Co., LLC | 1.84% | Reduce -0.6% | 21,574 | $8.7M |
| Cresta Advisors, Ltd. | 4.55% | No change | 23,165 | $8.7M |
| Heck Capital Advisors, LLC | 0.98% | Add +4.4% | 21,316 | $8.6M |
| 1900 Wealth Management LLC | 0.71% | Reduce -2.2% | 21,157 | $8.5M |
| J.W. Cole Advisors, Inc. | 0.34% | Add +0.5% | 21,078 | $8.5M |
| Bleakley Financial Group, LLC | 0.25% | Add +4.0% | 21,055 | $8.5M |
| Quent Capital, LLC | 0.87% | Reduce -2.5% | 20,989 | $8.4M |
| Peapack Gladstone Financial Corp. | 0.12% | Add +11.3% | 20,944 | $8.4M |
| Essential Planning, LLC. | 0.05% | New | 21,336 | $8.4M |
| Arkadios Wealth Advisors | 0.46% | Reduce -5.2% | 20,817 | $8.4M |
| Ruggaard & Associates LLC | 3.67% | Reduce -2.3% | 20,812 | $8.4M |
| Frederick Financial Consultants, LLC | 6.66% | — | 20,769 | $8.3M |
| Rebalance, LLC | 0.62% | Reduce -0.1% | 20,703 | $8.3M |
| St. Louis Trust Co | 1.19% | No change | 20,670 | $8.3M |
| Millennium Management | 0.01% | Add +486.3% | 20,598 | $8.3M |
| Kraft, Davis & Associates, LLC | 2.36% | Reduce -2.5% | 20,160 | $8.3M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +23.9% | 20,570 | $8.3M |
| Stock Yards Bank & Trust Co. | 0.28% | Reduce -4.0% | 20,446 | $8.2M |
| Landaas & Co. /Wi | 2.26% | Reduce -0.2% | 20,292 | $8.1M |
| Kingsview Wealth Management, LLC | 0.16% | Add +2.8% | 20,128 | $8.1M |
| Summit Investment Advisors, Inc. | 7.18% | — | 19,428 | $8.1M |
| Matrix Asset Advisors Inc. | 0.88% | Add +3.6% | 20,107 | $8.1M |
| Rothschild Investment LLC | 0.53% | Reduce -2.0% | 20,004 | $8.0M |
| Market Street Wealth Management Advisors LLC | 1.34% | Reduce -3.8% | 19,950 | $8.0M |
| Northstar Group, Inc. | 1.39% | Reduce -0.0% | 19,939 | $8.0M |
| ICONIQ Capital, LLC | 0.12% | New | 19,812 | $8.0M |
| Berkshire Asset Management LLC | 0.38% | Reduce -2.5% | 19,122 | $7.9M |
| CENTRAL TRUST Co | 0.19% | Reduce -0.0% | 19,615 | $7.9M |
| Bawa N Mallick Trust | 3.45% | — | 19,550 | $7.9M |
| Fiduciary Trust Co | 0.10% | Add +1.4% | 19,507 | $7.8M |
| Schroder Investment Management Group | 0.01% | Reduce -39.9% | 19,325 | $7.8M |
| Tudor Investment Corporation | 0.08% | Reduce -19.5% | 19,399 | $7.8M |
| Mycio Wealth Partners, LLC | 1.86% | Reduce -0.2% | 19,325 | $7.8M |
| Elevation Capital Advisory, LLC | 3.32% | New | 19,269 | $7.7M |
| Provenance Wealth Advisors, LLC | 1.00% | Reduce -1.7% | 19,253 | $7.7M |
| CFM Wealth Partners LLC | 1.30% | Add +1.6% | 19,232 | $7.7M |
| Breed's Hill Capital LLC | 4.02% | No change | 19,151 | $7.7M |
| Alesco Advisors, LLC, An ESL Co | 0.24% | Add +3.7% | 19,134 | $7.7M |
| Mutual Advisors, LLC | 0.22% | Reduce -1.1% | 19,093 | $7.7M |
| Dixon Fnancial Services, Inc. | 4.16% | No change | 19,070 | $7.7M |
| Cornerstone Advisory, LLC | 0.87% | Reduce -2.5% | 18,391 | $7.7M |
| Garde Capital, Inc. | 0.50% | Reduce -0.2% | 18,894 | $7.6M |
| AE Wealth Management LLC | 0.06% | Reduce -13.8% | 18,890 | $7.6M |
| Ami Asset Management Corp. | 0.40% | Add +0.8% | 18,687 | $7.5M |
| Harbour Capital Advisors, LLC | 1.67% | Reduce -1.2% | 18,412 | $7.5M |
| Sustainable Growth Advisers, LP | 0.04% | Add +166.8% | 18,623 | $7.5M |
| Tandem Financial, LLC | 8.07% | — | 18,616 | $7.5M |
| Willis Johnson & Associates, Inc. | 0.57% | Reduce -2.9% | 18,511 | $7.4M |
| City Holding Co. | 1.05% | Reduce -7.0% | 18,454 | $7.4M |
| Potentia Wealth | 3.29% | — | 18,412 | $7.4M |
| Apexium Financial, LP | 0.45% | Reduce -0.8% | 18,343 | $7.4M |
| Forum Financial Management, LP | 0.12% | Reduce -2.2% | 18,268 | $7.3M |
| EPG Wealth Management LLC | 1.93% | Reduce -0.3% | 18,205 | $7.3M |
| Dimension Capital Management LLC | 1.19% | Add +3.6% | 18,074 | $7.3M |
| First Western Trust Bank | 0.33% | Reduce -1.4% | 17,919 | $7.2M |
| Stage Harbor Financial, LLC | 6.23% | Add +0.1% | 17,827 | $7.2M |
| Indiana Trust & Investment Management Co | 2.43% | Reduce -3.3% | 17,767 | $7.1M |
| Three Bridge Wealth Advisors, LLC | 2.49% | Add +3.3% | 17,693 | $7.1M |
| Next Capital Management LLC | 2.91% | Add +2.4% | 17,645 | $7.1M |
| 2UniFi Bank | 4.71% | — | 17,629 | $7.1M |
| CJM Wealth Advisers, Ltd. | 2.38% | Add +1.1% | 17,618 | $7.1M |
| Certuity, LLC | 0.77% | Reduce -4.0% | 17,547 | $7.0M |
| Tolleson Wealth Management, Inc. | 1.44% | Reduce -0.8% | 17,527 | $7.0M |
| Renaissance Technologies | 0.01% | New | 17,500 | $7.0M |
| OMNI 360 Wealth, Inc. | 4.66% | Reduce -0.4% | 17,434 | $7.0M |
| Counterweight Ventures, LLC | 4.95% | Reduce -1.3% | 17,420 | $7.0M |
| Next Level Private LLC | 2.82% | Reduce -3.5% | 17,403 | $7.0M |
| Sanders Morris Harris LLC | 1.04% | Reduce -42.4% | 16,933 | $6.9M |
| New England Private Wealth Advisors LLC | 1.10% | Add +7.5% | 17,217 | $6.9M |
| Lowe Brockenbrough & Co. Inc. | 0.44% | Reduce -2.8% | 17,153 | $6.9M |
| Clark Capital Management Group, Inc. | 0.05% | Reduce -25.0% | 17,129 | $6.9M |
| Partnership Wealth Management, LLC | 5.72% | Reduce -4.0% | 17,129 | $6.9M |
| Saxon Interests, Inc. | 3.02% | Reduce -0.8% | 17,088 | $6.9M |
| Tanglewood Legacy Advisors, LLC | 2.91% | Reduce -0.1% | 16,975 | $6.8M |
| Advisory Services Network, LLC | 0.13% | Add +13.9% | 16,956 | $6.8M |
| Opes Wealth Management LLC | 1.39% | Add +1.2% | 16,932 | $6.8M |
| Financial Advisors, LLC | 1.30% | Reduce -1.6% | 16,914 | $6.8M |
| DHJJ Financial Advisors, Ltd. | 2.63% | Reduce -2.2% | 16,783 | $6.7M |
| Pinnacle Associates Ltd. | 0.09% | Reduce -0.6% | 16,761 | $6.7M |
| Flagstar Securities, Inc. | 1.67% | Add +9.2% | 16,693 | $6.7M |
| Smith & Howard Wealth Management, LLC | 1.89% | Reduce -2.9% | 16,593 | $6.7M |
| Perigon Wealth Management, LLC | 0.16% | Reduce -0.6% | 16,552 | $6.7M |
| Fred Alger Management, LLC | 0.03% | Add +824200.0% | 16,486 | $6.6M |
| Colorado Capital Management, Inc. | 3.19% | Reduce -2.0% | 16,417 | $6.6M |
| FineMark National Bank & Trust | 0.23% | Reduce -0.5% | 16,297 | $6.5M |
| Sands Capital Management, LLC | 0.02% | Add +231.2% | 16,228 | $6.5M |
| Zuckerman Investment Group, LLC | 0.63% | Add +3.9% | 16,087 | $6.5M |
| Bay Capital Advisors, LLC | 5.23% | — | 16,175 | $6.5M |
| Farther Finance Advisors, LLC | 0.23% | Add +2.5% | 16,149 | $6.5M |
| CreativeOne Wealth, LLC | 0.20% | Add +2.2% | 16,111 | $6.5M |
| Beam Wealth Advisors, Inc. | 2.04% | Reduce -4.0% | 16,044 | $6.4M |
| EverSource Wealth Advisors, LLC | 0.36% | Add +1.9% | 15,956 | $6.4M |
| Advisory Resource Group | 1.35% | Reduce -14.1% | 15,895 | $6.4M |
| Cornerstone Planning Group LLC | 1.54% | Reduce -0.8% | 15,505 | $6.3M |
| Total Clarity Wealth Management, Inc. | 2.02% | Reduce -28.4% | 15,505 | $6.2M |
| Composition Wealth, LLC | 0.13% | Add +19.8% | 15,422 | $6.2M |
| Wealthcare Advisory Partners LLC | 0.17% | Add +1.2% | 15,413 | $6.2M |
| IFG Advisory, LLC | 0.35% | Reduce -7.0% | 15,363 | $6.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.14% | Add +1.5% | 15,358 | $6.2M |
| Canal Capital Management, LLC | 1.00% | Reduce -0.1% | 15,342 | $6.2M |
| Janus Henderson Group PLC | 0.00% | Add +314.3% | 15,330 | $6.2M |
| Monetary Management Group Inc. | 1.60% | Add +2.2% | 15,326 | $6.2M |
| Apriem Advisors | 0.70% | Add +0.8% | 15,259 | $6.1M |
| Boston Financial Mangement LLC | 0.18% | Reduce -2.6% | 15,228 | $6.1M |
| Nicolet Bankshares Inc. | 1.19% | Reduce -0.7% | 15,208 | $6.1M |
| Ethos Financial Group, LLC | 0.79% | Reduce -46.3% | 14,957 | $6.0M |
| Mathes Company, Inc. | 2.21% | Reduce -8.6% | 14,950 | $6.0M |
| Avity Investment Management Inc. | 0.47% | Reduce -1.6% | 14,901 | $6.0M |
| NovaPoint Capital, LLC | 1.83% | Add +38.6% | 14,896 | $6.0M |
| Rehmann Capital Advisory Group | 0.38% | Add +2.4% | 14,782 | $5.9M |
| Logan Capital Management Inc. | 0.25% | Add +37.5% | 14,780 | $5.9M |
| Cornerstone Advisors Asset Management, LLC | 1.26% | Add +0.7% | 14,495 | $5.8M |
| Osborne Partners Capital Management, LLC | 0.34% | Reduce -1.2% | 14,481 | $5.8M |
| Strategic Family Wealth Counselors, L.L.C. | 1.88% | Add +3.5% | 14,412 | $5.8M |
| TPG Financial Advisors, LLC | 2.51% | Reduce -1.3% | 14,339 | $5.8M |
| Edgewood Management LLC | 0.02% | New | 14,300 | $5.7M |
| Advisors Preferred, LLC | 0.92% | New | 14,271 | $5.7M |
| Lowery Thomas, LLC | 3.70% | Reduce -0.3% | 14,136 | $5.7M |
| Ellis Investment Partners, LLC | 1.11% | Reduce -3.3% | 14,089 | $5.7M |
| Dynamic Financial Group | 5.74% | — | 14,067 | $5.6M |
| IFP Advisors, Inc | 0.18% | Add +102.4% | 14,022 | $5.6M |
| Dynamic Advisor Solutions LLC | 0.24% | Reduce -17.8% | 13,944 | $5.6M |
| JSF Financial, LLC | 1.48% | Reduce -2.5% | 13,822 | $5.6M |
| Serenus Wealth Advisors, LLC | 0.96% | — | 13,814 | $5.5M |
| Cornerstone Wealth Advisors, Inc. | 1.52% | Reduce -4.0% | 13,793 | $5.5M |
| Prosperity Consulting Group, LLC | 0.41% | Add +6.0% | 13,687 | $5.5M |
| Flow Traders U.S. LLC | 0.22% | Reduce -25.6% | 13,511 | $5.4M |
| Foundation Wealth Management, LLC\PA | 2.62% | — | 13,445 | $5.4M |
| MidAtlantic Capital Management, Inc. | 3.93% | Add +0.2% | 13,377 | $5.4M |
| CPC Advisors, LLC | 0.73% | Reduce -0.1% | 13,280 | $5.3M |
| Alta Wealth Advisors LLC | 2.33% | Reduce -1.3% | 13,277 | $5.3M |
| AdvisorNet Financial, Inc | 0.45% | Add +9.1% | 13,259 | $5.3M |
| Caprock Group, LLC | 0.17% | Add +0.2% | 13,242 | $5.3M |
| Harbor Investment Advisory, LLC | 0.50% | Add +1.4% | 13,234 | $5.3M |
| Lebenthal Global Advisors, LLC | 0.97% | New | 13,169 | $5.3M |
| Talisman Wealth Advisors LLC | 5.60% | Add +5.8% | 13,153 | $5.3M |
| Valmark Advisers, Inc. | 0.08% | Add +3.4% | 13,150 | $5.3M |
| Brookstone Capital Management | 0.08% | Reduce -0.1% | 13,106 | $5.3M |
| Amplius Wealth Advisors, LLC | 0.54% | Reduce -1.4% | 13,059 | $5.2M |
| Sigma Planning Corp | 0.16% | Add +0.3% | 13,027 | $5.2M |
| Intrua Financial, LLC | 0.85% | New | 13,018 | $5.2M |
| Clearbridge Investments, LLC | 0.00% | Add +602.8% | 12,890 | $5.2M |
| Cadence Bank | 0.35% | Reduce -1.0% | 12,866 | $5.2M |
| Xponance LLC | 0.05% | Reduce -13.4% | 12,798 | $5.1M |
| Cassaday & Co Wealth Management LLC | 0.14% | Add +0.8% | 12,739 | $5.1M |
| Olympus Wealth Management, LLC | 1.86% | Add +13.4% | 12,694 | $5.1M |
| McAdam, LLC | 0.28% | Reduce -0.4% | 12,549 | $5.0M |
| Widmann Financial Services, Inc. | 3.90% | Reduce -1.8% | 12,537 | $5.0M |
| Eagle Strategies LLC | 0.87% | Reduce -0.3% | 12,479 | $5.0M |
| Verdence Capital Advisors LLC | 0.40% | Reduce -0.4% | 12,433 | $5.0M |
| Merit Financial Group, LLC | 0.09% | Add +70.2% | 12,414 | $5.0M |
| Legacy Advisors, LLC | 0.48% | Add +3.3% | 12,389 | $5.0M |
| Bollard Group LLC | 0.14% | Add +0.1% | 12,305 | $4.9M |
| Private Trust Co. NA | 0.51% | Add +15.2% | 12,264 | $4.9M |
| Pachira Investments Inc. | 3.01% | Add +21.0% | 12,151 | $4.9M |
| Legacy Trust | 1.14% | Reduce -4.8% | 12,249 | $4.9M |
| Avior Wealth Management, LLC | 0.18% | Add +4.3% | 12,239 | $4.9M |
| Affinity Capital Advisors, LLC | 0.92% | Reduce -2.2% | 12,112 | $4.9M |
| MTM Investment Management, LLC | 1.88% | Add +0.5% | 12,165 | $4.9M |
| Valley Forge Investment Consultants Inc. Adv | 1.68% | Add +0.2% | 12,162 | $4.9M |
| Crestwood Advisors Group, LLC | 0.09% | Add +7.8% | 12,139 | $4.9M |
| Silver Oak Securities, Incorporated | 0.45% | Reduce -2.7% | 11,966 | $4.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.23% | Add +0.1% | 12,073 | $4.8M |
| Centennial Bank | 2.28% | Reduce -14.3% | 12,051 | $4.8M |
| Marcum Wealth, LLC | 0.42% | Add +4.0% | 12,035 | $4.8M |
| W Advisors, LLC | 2.98% | No change | 12,010 | $4.8M |
| Fidelity D & D Bancorp Inc. | 3.20% | Add +20.5% | 11,984 | $4.8M |
| Foster Dykema Cabot & Partners, LLC | 0.37% | Reduce -7.2% | 11,953 | $4.8M |
| City National Bank of Florida | 4.36% | — | 11,904 | $4.8M |
| Simplicity Wealth,LLC | 1.00% | Reduce -43.5% | 11,904 | $4.8M |
| Disciplined Investments, LLC | 2.35% | Reduce -1.9% | 11,877 | $4.8M |
| PAX Financial Group, LLC | 0.85% | Reduce -5.9% | 11,875 | $4.8M |
| Hilltop Holdings Inc. | 0.30% | Add +20.9% | 11,865 | $4.8M |
| Associated Banc-Corp | 0.14% | Add +0.7% | 11,858 | $4.8M |
| Joel Isaacson & Co., LLC | 0.21% | Add +3.7% | 11,840 | $4.8M |
| Marshall Financial Group Inc. | 1.45% | Add +0.1% | 11,837 | $4.8M |
| Eldridge Investment Advisors, Inc. | 1.10% | Add +0.2% | 11,818 | $4.7M |
| Icon Wealth Advisors, LLC | 0.39% | Reduce -0.6% | 11,801 | $4.7M |
| Redhawk Wealth Advisors, Inc. | 0.64% | Reduce -1.6% | 11,800 | $4.7M |
| Stevens Capital Partners | 2.14% | Reduce -0.9% | 11,749 | $4.7M |
| Okabena Investment Services Inc. | 1.31% | No change | 11,701 | $4.7M |
| Embree Financial Group | 0.79% | Add +0.0% | 11,556 | $4.6M |
| Stonegate Investment Group, LLC | 0.12% | Add +0.2% | 11,554 | $4.6M |
| Sigma Investment Counselors Inc. | 0.27% | Add +0.0% | 11,527 | $4.6M |
| Verum Partners LLC | 1.33% | Reduce -0.3% | 11,482 | $4.6M |
| Summit Wealth & Retirement Planning, Inc. | 1.43% | Add +6.9% | 11,473 | $4.6M |
| Sax Wealth Advisors, LLC | 0.36% | Add +4.2% | 11,454 | $4.6M |
| Leavell Investment Management, Inc. | 0.22% | Add +3.4% | 11,399 | $4.6M |
| Azimuth Capital Investment Management LLC | 0.18% | Reduce -20.6% | 11,354 | $4.6M |
| Cornerstone Wealth Group, LLC | 0.37% | Reduce -0.6% | 11,350 | $4.6M |
| Waterway Wealth Management, LLC | 2.00% | Add +21.6% | 11,347 | $4.6M |
| DSG Capital Advisors, LLC | 0.81% | — | 11,140 | $4.5M |
| Dynasty Wealth Management, LLC | 0.08% | New | 11,121 | $4.5M |
| Willner & Heller, LLC | 3.91% | Reduce -1.3% | 11,116 | $4.5M |
| Wesbanco Bank Inc. | 0.15% | Add +0.1% | 11,097 | $4.5M |
| McCarthy Asset Management, Inc. | 3.13% | Reduce -0.4% | 11,046 | $4.4M |
| Stonebridge Capital Advisors LLC | 0.35% | Reduce -3.0% | 10,959 | $4.4M |
| Central Pacific Bank - Trust Division | 0.60% | Add +1.8% | 10,953 | $4.4M |
| Integrated Advisors Network LLC | 0.21% | Add +10.3% | 10,898 | $4.4M |
| Flagship Harbor Advisors, LLC | 0.23% | Add +8.1% | 10,888 | $4.4M |
| Paces Ferry Wealth Advisors, LLC | 2.12% | Add +0.6% | 10,854 | $4.4M |
| Atlas Brown,Inc. | 1.49% | Reduce -0.1% | 10,832 | $4.3M |
| Etesian Wealth Advisors, Inc. | 1.92% | Add +0.5% | 10,819 | $4.3M |
| Pure Financial Advisors, LLC | 0.10% | Add +9.5% | 10,779 | $4.3M |
| Founders Financial Alliance, LLC | 1.19% | Reduce -2.4% | 10,750 | $4.3M |
| Able Wealth Management LLC | 2.81% | Reduce -1.9% | 10,657 | $4.3M |
| Key Financial Inc | 0.97% | Add +0.2% | 10,617 | $4.3M |
| Main Street Financial Solutions, LLC | 0.42% | Reduce -10.1% | 10,572 | $4.2M |
| Essex Financial Services, Inc. | 0.30% | Reduce -3.7% | 10,541 | $4.2M |
| Segment Wealth Management, LLC | 0.29% | No change | 10,534 | $4.2M |
| International Assets Investment Management, LLC | 0.35% | Add +9.9% | 10,551 | $4.2M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | Add +0.8% | 10,508 | $4.2M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -12.2% | 10,500 | $4.2M |
| Capital Asset Advisory Services LLC | 0.21% | Reduce -1.6% | 10,231 | $4.2M |
| SilverOak Wealth Management LLC | 0.90% | No change | 10,374 | $4.2M |
| Sepio Capital, LP | 0.33% | Reduce -51.3% | 10,325 | $4.1M |
| Thompson Siegel & Walmsley LLC | 0.06% | No change | 10,304 | $4.1M |
| Quantum Portfolio Management LLC | 2.22% | Add +0.1% | 10,302 | $4.1M |
| Mainstream Capital Management LLC | 2.90% | Reduce -2.3% | 10,298 | $4.1M |
| Northeast Financial Consultants Inc | 0.17% | No change | 10,256 | $4.1M |
| Diversified Portfolios, Inc. | 0.45% | Add +1.6% | 10,248 | $4.1M |
| Davis R M Inc. | 0.08% | Reduce -0.8% | 10,228 | $4.1M |
| Sage Mountain Advisors LLC | 0.30% | Reduce -0.1% | 10,224 | $4.1M |
| Pinnacle Wealth Planning Services, Inc. | 0.61% | Reduce -0.8% | 10,174 | $4.1M |
| Guidance Point Advisors, LLC | 1.19% | Add +13.7% | 10,160 | $4.1M |
| Legacy Financial Group, Inc. | 1.30% | Add +2.9% | 10,030 | $4.0M |
| Fisher Asset Management | 0.00% | Add +36.1% | 10,007 | $4.0M |
| Chicago Partners Investment Group LLC | 0.13% | Reduce -0.3% | 9,934 | $4.0M |
| First National Trust Co | 0.15% | Reduce -0.7% | 9,995 | $4.0M |
| Centerpoint Advisory Group | 3.87% | — | 9,954 | $4.0M |
| KMG Fiduciary Partners, LLC | 0.33% | Reduce -5.2% | 9,953 | $4.0M |
| Wharton Business Group, LLC | 0.18% | Reduce -1.1% | 9,952 | $4.0M |
| Enclave Advisors LLC | 0.66% | Reduce -0.7% | 9,925 | $4.0M |
| Aspiriant, LLC | 0.14% | Add +1.4% | 9,883 | $4.0M |
| Mosaic Family Wealth Partners, LLC | 0.57% | Reduce -2.5% | 9,861 | $4.0M |
| Stonebridge Financial Planning Group, LLC | 1.76% | Add +43.4% | 9,828 | $3.9M |
| Foundations Investment Advisors, LLC | 0.08% | Add +4.2% | 9,823 | $3.9M |
| Sierra Capital LLC | 0.46% | No change | 9,718 | $3.9M |
| InvesTrust | 1.08% | — | 9,615 | $3.9M |
| Premier Path Wealth Partners, LLC | 0.59% | Reduce -2.4% | 9,695 | $3.9M |
| Towerpoint Wealth, LLC | 1.90% | Add +4.1% | 9,664 | $3.9M |
| Darwin Wealth Management, LLC | 1.30% | Reduce -6.5% | 9,651 | $3.9M |
| Towercrest Capital Management | 0.62% | No change | 9,624 | $3.9M |
| Jefferies Financial Group Inc. | 0.04% | Add +0.2% | 9,595 | $3.9M |
| Mechanics Bank Trust Department | 0.51% | Reduce -5.4% | 9,592 | $3.9M |
| Family Capital Management, Inc. | 2.32% | Reduce -2.6% | 9,579 | $3.8M |
| Midland Wealth Advisors, LLC | 0.23% | Add +3.4% | 9,566 | $3.8M |
| SOL Capital Management CO | 0.43% | Add +6.8% | 9,538 | $3.8M |
| WealthShield Partners, LLC | 0.54% | Reduce -5.2% | 9,527 | $3.8M |
| Sendero Wealth Management, LLC | 0.57% | Reduce -0.5% | 9,523 | $3.8M |
| Calamos Wealth Management LLC | 0.19% | Add +1.2% | 9,507 | $3.8M |
| Hillcrest Wealth Advisors - NY, LLC | 1.81% | Reduce -2.6% | 9,500 | $3.8M |
| Equitable Trust Co. | 0.21% | New | 9,495 | $3.8M |
| BBR Partners, LLC | 0.27% | Reduce -6.7% | 9,484 | $3.8M |
| GAMMA Investing LLC | 0.32% | Add +26.4% | 9,465 | $3.8M |
| Wedbush Securities Inc. | 0.14% | Add +8.6% | 9,433 | $3.8M |
| Spirepoint Private Client, LLC | 0.47% | Add +0.8% | 9,363 | $3.8M |
| Corrigan Financial, Inc. | 0.86% | Reduce -0.8% | 9,360 | $3.8M |
| GenWealth Group, Inc. | 0.85% | Reduce -10.3% | 9,334 | $3.7M |
| Strategic Wealth Investment Group, LLC | 0.21% | New | 29,722 | $3.7M |
| KDK Private Wealth Management, LLC | 3.89% | — | 9,312 | $3.7M |
| Mayport, LLC | 1.10% | No change | 9,300 | $3.7M |
| Park Place Capital Corp | 1.03% | Reduce -9.3% | 9,134 | $3.7M |
| Sharkey, Howes & Javer | 0.51% | No change | 9,109 | $3.7M |
| FAS Wealth Partners, Inc. | 0.31% | Reduce -2.6% | 9,071 | $3.6M |
| CRA Financial Services, LLC | 0.62% | Reduce -1.8% | 8,980 | $3.6M |
| Howland Capital Management LLC | 0.16% | Reduce -1.9% | 8,969 | $3.6M |
| Angeles Wealth Management, LLC | 0.30% | Add +2.4% | 8,924 | $3.6M |
| Goodman Financial Corp | 0.76% | No change | 8,915 | $3.6M |
| Quotient Wealth Partners, LLC | 0.12% | Reduce -0.8% | 8,896 | $3.6M |
| Clark & Stuart, Inc | 2.61% | — | 8,892 | $3.6M |
| Fairhaven Wealth Management, LLC | 1.12% | Add +0.2% | 8,890 | $3.6M |
| Oxford Financial Group, LTD. LLC | 0.23% | No change | 8,842 | $3.6M |
| Stratos Wealth Advisors, LLC | 0.17% | Reduce -4.3% | 8,838 | $3.5M |
| World Investment Advisors | 0.10% | Add +86.1% | 8,783 | $3.5M |
| jvl associates llc | 1.34% | Reduce -0.1% | 8,777 | $3.5M |
| Independent Financial Group, LLC | 0.12% | Reduce -0.8% | 8,776 | $3.5M |
| Atlantic Edge Private Wealth Management, LLC | 1.09% | No change | 8,767 | $3.5M |
| Permanent Capital Management, LP | 1.09% | — | 8,753 | $3.5M |
| IFC Advisors LLC | 0.76% | — | 8,737 | $3.5M |
| Adirondack Trust Co. | 1.33% | Add +10.5% | 8,652 | $3.5M |
| Mgo One Seven LLC | 0.13% | Reduce -4.3% | 8,645 | $3.5M |
| Monograph Wealth Advisors, LLC | 0.46% | Reduce -1.4% | 8,589 | $3.4M |
| Money Concepts Capital Corp. | 0.26% | Add +102.1% | 8,576 | $3.4M |
| Certified Advisory Corp | 0.37% | Reduce -0.1% | 8,528 | $3.4M |
| Goelzer Investment Management, Inc. | 0.20% | Reduce -44.6% | 8,525 | $3.4M |
| Columbus Macro, LLC | 0.47% | New | 8,521 | $3.4M |
| Meridian Management Co. | 0.90% | Reduce -9.1% | 8,502 | $3.4M |
| PFG Advisors | 0.21% | Reduce -14.9% | 8,482 | $3.4M |
| Brightwater Advisory LLC | 2.67% | Reduce -4.8% | 8,479 | $3.4M |
| Argyle Capital Partners, LLC | 2.91% | — | 8,455 | $3.4M |
| Jackson Hole Capital Partners, LLC | 0.68% | No change | 8,443 | $3.4M |
| Evanson Asset Management, LLC | 0.23% | Reduce -16.6% | 8,405 | $3.4M |
| Diversify Wealth Management, LLC | 0.26% | Add +23.4% | 8,466 | $3.4M |
| Financial Advocates Investment Management | 0.19% | Add +7.8% | 8,381 | $3.4M |
| Greenleaf Trust | 0.03% | Add +2.9% | 8,356 | $3.4M |
| Jordan Park Group LLC | 0.25% | Add +0.0% | 8,353 | $3.4M |
| Meridian Wealth Management, LLC | 0.16% | Reduce -1.3% | 8,318 | $3.3M |
| Harbour Investments, Inc. | 0.10% | Add +3.2% | 8,312 | $3.3M |
| Noble Family Wealth, LLC | 0.92% | Reduce -7.7% | 8,207 | $3.3M |
| Wealth Dimensions Group, Ltd. | 0.81% | Reduce -5.1% | 8,279 | $3.3M |
| Wealthstream Advisors, Inc. | 0.61% | Reduce -5.0% | 8,277 | $3.3M |
| Baron Financial Group, LLC | 2.06% | Reduce -1.7% | 8,270 | $3.3M |
| Westfield Capital Management Co. LP | 0.01% | Add +609.0% | 8,231 | $3.3M |
| QRG Capital Management, Inc. | 0.03% | Add +32.6% | 8,208 | $3.3M |
| Leo Wealth, LLC | 0.29% | Reduce -4.1% | 8,183 | $3.3M |
| Roman Butler Fullerton & Co. | 1.04% | Reduce -0.7% | 8,129 | $3.3M |
| Leigh Baldwin & Co., LLC | 2.77% | — | 8,167 | $3.3M |
| Annex Advisory Services, LLC | 0.10% | Reduce -1.8% | 8,154 | $3.3M |
| Frank, Rimerman Advisors LLC | 0.24% | No change | 8,111 | $3.3M |
| Horan Securities, Inc. | 1.23% | Add +0.1% | 8,100 | $3.3M |
| Canandaigua National Bank & Trust Co. | 0.32% | Add +0.9% | 8,095 | $3.3M |
| SeaCrest Wealth Management, LLC | 0.34% | Reduce -7.8% | 8,094 | $3.3M |
| Exencial Wealth Advisors, LLC | 0.12% | Add +12.9% | 8,048 | $3.2M |
| ProVise Management Group, LLC | 0.28% | Reduce -10.5% | 8,039 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.7% | 8,011 | $3.2M |
| Weaver Capital Management LLC | 0.90% | No change | 8,010 | $3.2M |
| Robinson Smith Wealth Advisors LLC | 2.72% | Add +6.7% | 7,990 | $3.2M |
| Glass Jacobson Investment Advisors llc | 1.05% | Reduce -2.1% | 7,988 | $3.2M |
| Granite Investment Partners, LLC | 0.14% | Add +2723.4% | 7,962 | $3.2M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -11.1% | 7,862 | $3.2M |
| Highline Wealth Partners LLC | 1.04% | Add +8.2% | 7,893 | $3.2M |
| NFSG Corp | 0.81% | Add +6.1% | 7,866 | $3.2M |
| Lee, Kelleher & Klein Wealth Management | 2.25% | — | 7,861 | $3.2M |
| Biondo Investment Advisors, LLC | 0.43% | Add +2.3% | 7,845 | $3.2M |
| First United Bank & Trust | 1.14% | Reduce -1.7% | 7,840 | $3.1M |
| Kingswood Wealth Advisors, LLC | 0.24% | Reduce -42.9% | 7,823 | $3.1M |
| Texas Bank & Trust Co | 1.29% | — | 7,796 | $3.1M |
| Belpointe Asset Management LLC | 0.19% | Add +2.4% | 8,561 | $3.1M |
| James J. Burns & Company, LLC | 0.54% | Reduce -2.5% | 7,785 | $3.1M |
| RiverTree Advisors, LLC | 2.05% | New | 7,756 | $3.1M |
| Glenview Trust Co | 0.06% | Reduce -0.6% | 7,753 | $3.1M |
| Macquarie Group Ltd. | 0.00% | New | 7,698 | $3.1M |
| Level Four Advisory Services, LLC | 0.13% | Add +20.1% | 7,666 | $3.1M |
| Zions Bancorporation, N.A. | 0.19% | Reduce -1.2% | 7,646 | $3.1M |
| SouthState Bank Corp | 0.20% | Add +0.1% | 7,644 | $3.1M |
| Insight 2811, Inc. | 1.58% | Reduce -4.4% | 7,636 | $3.1M |
| Vance Wealth, LLC | 1.18% | Reduce -2.5% | 7,634 | $3.1M |
| Empower Advisory Group, LLC | 0.01% | Reduce -6.7% | 7,633 | $3.1M |
| Pacific Capital Wealth Advisors, Inc. | 0.51% | Reduce -2.7% | 7,618 | $3.1M |
| Wolverine Trading, LLC | 0.07% | Add +203.3% | 7,514 | $3.0M |
| Cahaba Wealth Management, Inc. | 0.25% | Reduce -2.1% | 7,580 | $3.0M |
| Kapstone Financial Advisors LLC | 1.62% | No change | 7,418 | $3.0M |
| Soltis Investment Advisors LLC | 0.28% | Reduce -1.2% | 7,559 | $3.0M |
| Custos Family Office, LLC | 1.06% | Reduce -14.2% | 7,553 | $3.0M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -6.8% | 7,547 | $3.0M |
| Sabal Trust CO | 0.17% | Reduce -0.7% | 7,520 | $3.0M |
| Burke & Herbert Bank & Trust Co. | 0.72% | Reduce -1.4% | 7,510 | $3.0M |
| Voya Investment Management LLC | 0.00% | Reduce -11.5% | 7,494 | $3.0M |
| Peddock Capital Advisors, LLC | 0.72% | Reduce -1.0% | 7,463 | $3.0M |
| Vista Capital Partners, Inc. | 0.35% | Reduce -3.7% | 7,426 | $3.0M |
| Middleton & Co. Inc. | 0.33% | Reduce -2.6% | 7,426 | $3.0M |
| Moss Adams Wealth Advisors LLC | 0.31% | Reduce -0.3% | 7,403 | $3.0M |
| Radnor Capital Management, LLC | 0.50% | Reduce -32.9% | 7,400 | $3.0M |
| Biltmore Family Office, LLC | 0.50% | Reduce -0.9% | 7,360 | $3.0M |
| Client First Capital LLC | 1.52% | Add +9.9% | 7,358 | $3.0M |
| Fiducient Advisors LLC | 0.36% | Reduce -6.0% | 7,357 | $3.0M |
| Almanack Investment Partners, LLC. | 0.45% | Reduce -0.1% | 7,328 | $2.9M |
| Red Cedar Investment Management, LLC | 0.37% | Reduce -35.5% | 7,290 | $2.9M |
| Total Wealth Planning, LLC | 0.45% | Reduce -2.5% | 7,270 | $2.9M |
| Integrated Capital Management, Inc. | 2.30% | Reduce -2.4% | 7,240 | $2.9M |
| Nikulski Financial, Inc. | 0.85% | Reduce -71.8% | 7,204 | $2.9M |
| Suncoast Equity Management | 0.32% | No change | 7,201 | $2.9M |
| Cullinan Associates Inc. | 0.19% | No change | 7,200 | $2.9M |
| Stephens Consulting, LLC | 0.72% | Reduce -0.8% | 7,180 | $2.9M |
| Moneco Advisors, LLC | 0.30% | Add +2.2% | 7,126 | $2.9M |
| Crewe Advisors LLC | 0.39% | Reduce -4.1% | 7,095 | $2.8M |
| Snider Financial Group | 0.88% | New | 7,088 | $2.8M |
| Meridian Wealth Advisors, LLC | 0.47% | Add +0.1% | 7,084 | $2.8M |
| Beaumont Financial Advisors, LLC | 0.21% | Reduce -0.4% | 7,080 | $2.8M |
| Aprio Wealth Management, LLC | 0.41% | Reduce -0.4% | 7,079 | $2.8M |
| Latitude Advisors, LLC | 1.60% | Add +204.4% | 7,068 | $2.8M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +91.7% | 7,055 | $2.8M |
| Cove Private Wealth, LLC | 1.74% | Add +654.0% | 7,050 | $2.8M |
| Ramirez Asset Management, Inc. | 0.57% | No change | 7,050 | $2.8M |
| CoreCap Advisors, LLC | 0.13% | Reduce -8.1% | 7,033 | $2.8M |
| Element Pointe Advisors, LLC | 0.66% | No change | 6,991 | $2.8M |
| Elevation Wealth Partners, LLC | 1.18% | Reduce -1.2% | 6,980 | $2.8M |
| Sandy Spring Bank | 0.11% | Reduce -1.7% | 6,965 | $2.8M |
| Win Advisors, Inc. | 1.34% | New | 6,920 | $2.8M |
| Tilson Financial Group, Inc. | 1.13% | Reduce -0.4% | 6,918 | $2.8M |
| First National Bank Sioux Falls | 1.18% | Reduce -0.2% | 6,913 | $2.8M |
| Park Edge Advisors, LLC | 0.81% | Reduce -32.2% | 6,911 | $2.8M |
| GC Wealth Management RIA, LLC | 0.49% | Add +4.3% | 6,902 | $2.8M |
| Regal Investment Advisors LLC | 0.21% | Add +2.4% | 6,895 | $2.8M |
| Flywheel Private Wealth LLC | 2.54% | — | 6,887 | $2.8M |
| Fiduciary Financial Group, LLC | 0.61% | Add +4.6% | 6,936 | $2.8M |
| Midwest Professional Planners, LTD. | 0.81% | Reduce -6.6% | 6,779 | $2.7M |
| Alliance Wealth Management Group | 0.73% | No change | 6,762 | $2.7M |
| Perennial Investment Advisors, LLC | 0.32% | Reduce -15.0% | 6,726 | $2.7M |
| Courier Capital LLC | 0.19% | Add +39.6% | 6,716 | $2.7M |
| JFG Wealth Management, LLC | 0.62% | Reduce -3.1% | 6,715 | $2.7M |
| General Partner, Inc. | 1.62% | No change | 6,696 | $2.7M |
| Cypress Capital Group | 0.33% | Add +42.3% | 6,664 | $2.7M |
| Quadrant Private Wealth Management, LLC | 0.66% | No change | 6,655 | $2.7M |
| Betterment LLC | 0.01% | Reduce -0.7% | 6,653 | $2.7M |
| Beirne Wealth Consulting Services, LLC | 0.96% | Add +0.1% | 6,614 | $2.7M |
| Trust Point Inc. | 0.18% | Reduce -0.3% | 6,613 | $2.7M |
| Cannon Financial Strategists, Inc. | 0.45% | Reduce -0.4% | 6,556 | $2.6M |
| WMS Partners, LLC | 0.15% | Add +5.5% | 6,547 | $2.6M |
| Maryland Capital Advisors Inc. | 1.22% | No change | 6,543 | $2.6M |
| Brady Martz Wealth Solutions, LLC | 0.63% | — | 6,646 | $2.6M |
| Global Trust Asset Management, LLC | 1.00% | Reduce -7.9% | 6,540 | $2.6M |
| Merriman Wealth Management, LLC | 0.11% | Reduce -4.6% | 6,536 | $2.6M |
| Moloney Securities Asset Management, LLC | 0.35% | Reduce -2.1% | 6,513 | $2.6M |
| Auour Investments LLC | 0.91% | Reduce -0.1% | 6,378 | $2.6M |
| Cannell & Spears LLC | 0.05% | Reduce -1.7% | 6,487 | $2.6M |
| CGN Advisors LLC | 0.25% | Reduce -0.1% | 6,467 | $2.6M |
| Fortress Financial Group, LLC | 2.58% | — | 6,460 | $2.6M |
| G2 Capital Management, LLC / Oh | 0.76% | Reduce -1.1% | 6,459 | $2.6M |
| Cambridge Advisors Inc. | 0.58% | No change | 6,453 | $2.6M |
| Revolve Wealth Partners, LLC | 0.38% | Add +2.4% | 6,447 | $2.6M |
| Norris Perne & French LLP | 0.19% | No change | 6,416 | $2.6M |
| Gryphon Financial Partners LLC | 0.37% | Reduce -16.3% | 6,412 | $2.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -12.1% | 6,410 | $2.6M |
| Trilogy Capital Inc. | 0.13% | Add +4.7% | 6,387 | $2.6M |
| Independence Bank of Kentucky | 0.39% | Add +17.2% | 6,363 | $2.6M |
| Veracity Capital LLC | 0.93% | Reduce -0.1% | 6,355 | $2.6M |
| Chesley Taft & Associates LLC | 0.12% | Reduce -0.1% | 6,335 | $2.5M |
| Cooper Financial Group | 0.31% | Reduce -5.0% | 6,325 | $2.5M |
| Journey Strategic Wealth LLC | 0.09% | Add +0.4% | 6,323 | $2.5M |
| Transcend Capital Advisors, LLC | 0.18% | Reduce -10.3% | 6,274 | $2.5M |
| Great Waters Wealth Management | 0.32% | Reduce -2.7% | 6,252 | $2.5M |
| WealthBridge Capital Management, LLC | 0.69% | Add +1.7% | 6,228 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Add +5.7% | 6,224 | $2.5M |
| Seven Mile Advisory | 1.59% | Add +4.2% | 6,218 | $2.5M |
| Massachusetts Financial Services Co. | 0.00% | Add +92.4% | 6,193 | $2.5M |
| Clifford Group, LLC | 1.90% | Reduce -3.8% | 6,192 | $2.5M |
| Hoese & Co LLP | 2.16% | Reduce -3.1% | 6,192 | $2.5M |
| Beaton Management Co. Inc. | 1.25% | No change | 6,159 | $2.5M |
| Wescott Financial Advisory Group, LLC | 0.26% | Add +0.1% | 6,134 | $2.5M |
| Plante Moran Financial Advisors, LLC | 0.20% | No change | 6,107 | $2.5M |
| Investmark Advisory Group LLC | 1.20% | Add +2.6% | 6,095 | $2.4M |
| Bogart Wealth, LLC | 0.12% | Reduce -1.9% | 6,082 | $2.4M |
| Becker Capital Management Inc. | 0.08% | Reduce -0.7% | 6,081 | $2.4M |
| Palisade Asset Management, LLC | 0.25% | No change | 6,034 | $2.4M |
| Signet Financial Management, LLC | 0.31% | Reduce -0.1% | 6,025 | $2.4M |
| Trademark Financial Management, LLC | 1.92% | Add +7.1% | 6,016 | $2.4M |
| ALM First Financial Advisors, LLC | 0.57% | No change | 7,285 | $2.4M |
| Clear Creek Financial Management, LLC | 0.26% | Reduce -10.3% | 5,942 | $2.4M |
| Sovran Advisors, LLC | 0.34% | — | 6,032 | $2.4M |
| Cascade Wealth Advisors, Inc | 1.61% | Reduce -2.3% | 5,932 | $2.4M |
| Gries Financial LLC | 0.42% | Reduce -2.6% | 5,928 | $2.4M |
| TD Asset Management Inc | 0.00% | Add +3.3% | 5,893 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.16% | Add +0.2% | 5,876 | $2.4M |
| Manchester Capital Management LLC | 0.27% | Reduce -0.3% | 5,874 | $2.4M |
| Assetmark, Inc. | 0.01% | Add +124.3% | 5,847 | $2.3M |
| Catalina Capital Group, LLC | 0.77% | Reduce -2.4% | 5,831 | $2.3M |
| Focus Financial Network, Inc. | 0.09% | Add +8.8% | 5,815 | $2.3M |
| Savvy Advisors, Inc. | 0.28% | Add +2.9% | 5,770 | $2.3M |
| Tocqueville Asset Management L.P. | 0.04% | Add +46.1% | 5,721 | $2.3M |
| Advisors Capital Management, LLC | 0.04% | Add +2.1% | 5,713 | $2.3M |
| Autumn Glory Partners, LLC | 1.12% | No change | 5,707 | $2.3M |
| Greenspring Advisors, LLC | 0.50% | Reduce -0.2% | 5,699 | $2.3M |
| Blue Investment Partners LLC | 0.84% | Add +1.3% | 5,688 | $2.3M |
| CCG Wealth Management, LLC | 1.26% | No change | 5,648 | $2.3M |
| Insight Inv LLC | 1.58% | Add +1713.5% | 5,640 | $2.3M |
| Norris Financial Group, LLC | 1.06% | Add +1.0% | 5,621 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +0.9% | 5,617 | $2.3M |
| West Michigan Advisors, LLC | 0.68% | Add +17.3% | 5,604 | $2.3M |
| Koshinski Asset Management, Inc. | 0.19% | Add +5.2% | 5,592 | $2.2M |
| Archer Investment Corp | 0.60% | Reduce -0.0% | 5,581 | $2.2M |
| Colonial Trust Co / SC | 0.33% | Add +0.8% | 5,580 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +4.0% | 5,571 | $2.2M |
| Marmo Financial Group, LLC | 1.21% | Reduce -0.5% | 5,569 | $2.2M |
| Trust Co of the South | 0.46% | Reduce -10.0% | 5,564 | $2.2M |
| Old Mission Investment Co LLC | 0.67% | Add +0.1% | 5,544 | $2.2M |
| National Philanthropic Trust | 0.03% | Reduce -24.1% | 5,538 | $2.2M |
| Lee Danner & Bass Inc. | 0.18% | Add +61.3% | 5,512 | $2.2M |
| 1834 Investment Advisors Co. | 0.28% | Reduce -58.4% | 5,497 | $2.2M |
| Bearing Point Capital, LLC | 0.46% | — | 5,488 | $2.2M |
| First Hawaiian Bank | 0.07% | Add +12.6% | 5,479 | $2.2M |
| Allegheny Financial Group | 0.57% | Add +39.1% | 5,477 | $2.2M |
| Tarbox Family Office, Inc. | 0.36% | Add +0.0% | 5,449 | $2.2M |
| Salomon & Ludwin, LLC | 0.23% | Reduce -4.0% | 5,439 | $2.2M |
| Modern Wealth Management, LLC | 0.08% | Add +256.9% | 5,425 | $2.2M |
| Principal Securities, Inc. | 0.05% | Reduce -0.7% | 5,424 | $2.2M |
| Providence Capital Advisors, LLC | 0.44% | Add +5.9% | 5,411 | $2.2M |
| JP Wealth Management, Inc. | 1.59% | — | 5,400 | $2.2M |
| Atalanta Sosnoff Capital, LLC | 0.05% | Add +1.9% | 5,338 | $2.1M |
| Wick Capital Partners, LLC | 0.63% | Add +1.6% | 5,308 | $2.1M |
| HUB Investment Partners, LLC | 0.09% | Add +1.9% | 5,297 | $2.1M |
| Cyndeo Wealth Partners, LLC | 0.14% | Reduce -1.6% | 5,288 | $2.1M |
| Forefront Wealth Partners, LLC | 1.58% | — | 5,275 | $2.1M |
| Forte Capital LLC | 0.24% | Reduce -0.0% | 5,263 | $2.1M |
| Westwood Holdings Group Inc. | 0.02% | Add +12.8% | 5,197 | $2.1M |
| Beacon Financial Group | 0.22% | Reduce -2.7% | 5,194 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.17% | Add +13.5% | 5,191 | $2.1M |
| Luts & Greenleigh Group, Inc. | 2.06% | Reduce -0.9% | 5,189 | $2.1M |
| RKL Wealth Management LLC | 0.18% | New | 5,165 | $2.1M |
| Investment Advisory Group, LLC | 0.69% | Add +4.8% | 5,142 | $2.1M |
| Acropolis Investment Management, LLC | 0.12% | Add +2.3% | 5,137 | $2.1M |
| USAdvisors Wealth Management, LLC | 0.67% | Reduce -0.8% | 5,116 | $2.1M |
| Blankinship & Foster, LLC | 0.50% | Reduce -2.8% | 5,095 | $2.0M |
| Emprise Bank | 1.15% | No change | 5,086 | $2.0M |
| Clarius Group, LLC | 0.14% | Reduce -10.8% | 5,063 | $2.0M |
| Asset Dedication, LLC | 0.16% | Reduce -1.7% | 5,048 | $2.0M |
| Matrix Private Capital Group LLC | 1.15% | Reduce -2.1% | 5,042 | $2.0M |
| Thrive Wealth Management, LLC | 0.36% | Add +98.4% | 5,036 | $2.0M |
| IFG Advisors, LLC | 0.40% | Add +0.1% | 5,031 | $2.0M |
| Caldwell Trust Co | 0.21% | Reduce -33.2% | 5,029 | $2.0M |
| Summit Financial Strategies, Inc. | 0.22% | Reduce -1.2% | 5,021 | $2.0M |
| Financial Connections Group, Inc. | 0.96% | No change | 4,974 | $2.0M |
| Home Federal Bank of Tennessee | 0.59% | No change | 4,960 | $2.0M |
| Salem Investment Counselors Inc. | 0.07% | Reduce -0.4% | 4,956 | $2.0M |
| VeraBank, N.A. | 0.56% | Reduce -0.2% | 4,953 | $2.0M |
| Thomasville National Bank | 0.14% | Reduce -0.5% | 4,946 | $2.0M |
| Wealthedge Investment Advisors, LLC | 0.89% | — | 4,933 | $2.0M |
| Curated Wealth Partners LLC | 0.23% | No change | 4,927 | $2.0M |
| Performance Wealth Partners, LLC | 0.06% | No change | 4,912 | $2.0M |
| SkyView Investment Advisors, LLC | 0.31% | No change | 4,908 | $2.0M |
| Magnus Financial Group LLC | 0.19% | Reduce -5.1% | 4,894 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.07% | New | 4,866 | $2.0M |
| Petix & Botte Co | 0.51% | Add +2.1% | 4,864 | $2.0M |
| Mma Asset Management LLC | 0.85% | Reduce -58.9% | 4,831 | $1.9M |
| Aft, Forsyth & Company, Inc. | 0.95% | Add +0.0% | 4,812 | $1.9M |
| Donaldson Capital Management, LLC | 0.07% | Add +1.1% | 4,794 | $1.9M |
| Plancorp, LLC | 0.08% | Add +0.0% | 4,788 | $1.9M |
| KCM Investment Advisors LLC | 0.07% | Reduce -11.8% | 4,775 | $1.9M |
| Friday Financial | 1.32% | — | 4,753 | $1.9M |
| Compound Planning, Inc. | 0.10% | Add +85.0% | 4,711 | $1.9M |
| Hancock Whitney Corp. | 0.06% | Add +10.5% | 4,704 | $1.9M |
| Bensler, LLC | 0.22% | Add +0.5% | 4,695 | $1.9M |
| Empirical Asset Management, LLC | 0.62% | Add +0.0% | 5,295 | $1.9M |
| Beacon Financial Advisory LLC | 0.60% | Add +10.2% | 4,630 | $1.9M |
| Selective Wealth Management, Inc. | 0.76% | Add +2.7% | 4,703 | $1.9M |
| WASHINGTON TRUST Co | 0.07% | Reduce -0.1% | 4,575 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -2.3% | 4,566 | $1.8M |
| MWA Asset Management | 1.22% | Reduce -5.1% | 4,557 | $1.8M |
| Blue Bell Private Wealth Management, LLC | 0.35% | Add +0.1% | 4,554 | $1.8M |
| Welch & Forbes LLC | 0.02% | Add +7.9% | 4,548 | $1.8M |
| Maxwell Wealth Strategies Inc. | 0.74% | Reduce -2.1% | 4,543 | $1.8M |
| Tranquility Partners, LLC | 0.68% | Reduce -5.5% | 4,500 | $1.8M |
| Evergreen Capital Management LLC | 0.06% | No change | 4,526 | $1.8M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -3.5% | 4,525 | $1.8M |
| Verus Capital Partners, LLC | 0.17% | Reduce -1.6% | 4,524 | $1.8M |
| Rockwood Wealth Management, LLC | 0.20% | Reduce -3.5% | 4,468 | $1.8M |
| Cardiff Park Advisors, LLC | 0.17% | Add +0.0% | 4,495 | $1.8M |
| Glassman Wealth Services | 0.30% | Reduce -2.6% | 4,491 | $1.8M |
| Broadview Financial Management, LLC | 1.29% | Reduce -1.4% | 4,490 | $1.8M |
| Intrust Bank NA | 0.18% | No change | 4,489 | $1.8M |
| Cidel Asset Management Inc. | 0.12% | No change | 4,485 | $1.8M |
| Keystone Wealth Services, LLC | 0.48% | Add +3.4% | 4,483 | $1.8M |
| Willow Creek Wealth Management Inc. | 0.18% | Reduce -2.7% | 4,476 | $1.8M |
| Brown, Lisle/Cummings, Inc. | 0.54% | No change | 4,475 | $1.8M |
| Lake Street Advisors Group, LLC | 0.08% | Reduce -4.1% | 4,469 | $1.8M |
| Roehl & Yi Investment Advisors, LLC | 0.98% | — | 4,444 | $1.8M |
| RiverFront Investment Group, LLC | 0.04% | Add +61.6% | 4,444 | $1.8M |
| Jacobi Capital Management LLC | 0.13% | Add +0.1% | 4,443 | $1.8M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -0.5% | 4,440 | $1.8M |
| HTG Investment Advisors, Inc. | 0.81% | Reduce -4.5% | 4,427 | $1.8M |
| BOK Financial Private Wealth, Inc. | 0.13% | No change | 4,418 | $1.8M |
| Grant Street Asset Management, Inc. | 0.46% | Add +0.1% | 4,405 | $1.8M |
| Townsend Asset Management Corp. /NC/ | 0.65% | Reduce -2.4% | 4,405 | $1.8M |
| Cascade Financial Partners, LLC | 0.23% | No change | 4,397 | $1.8M |
| Castle Wealth Management LLC | 0.69% | Reduce -0.9% | 4,395 | $1.8M |
| Ibex Wealth Advisors | 0.21% | New | 4,385 | $1.8M |
| Apella Capital, LLC | 0.07% | No change | 4,385 | $1.8M |
| Asset Allocation Strategies LLC | 0.42% | Add +15.2% | 4,285 | $1.8M |
| TCV Trust & Wealth Management, Inc. | 0.16% | Reduce -2.0% | 4,379 | $1.8M |
| HMS Capital Management, LLC | 0.85% | No change | 4,371 | $1.8M |
| Sage Capital Management, LLC | 0.89% | Add +0.1% | 4,368 | $1.8M |
| Valley National Advisers Inc. | 0.31% | No change | 4,349 | $1.7M |
| Vise Technologies, Inc. | 0.15% | Add +6.3% | 4,336 | $1.7M |
| Transamerica Financial Advisors, LLC | 0.17% | Add +3.0% | 4,300 | $1.7M |
| Burns J W & Co. Inc. | 0.22% | Reduce -0.5% | 4,297 | $1.7M |
| Ironwood Financial, llc | 0.36% | Reduce -5.5% | 4,296 | $1.7M |
| Bedel Financial Consulting, Inc. | 0.24% | Reduce -4.1% | 4,197 | $1.7M |
| Evermay Wealth Management LLC | 0.26% | No change | 4,270 | $1.7M |
| PGIM Custom Harvest LLC | 0.03% | Add +17.2% | 4,263 | $1.7M |
| Washington Trust Advisors, Inc. | 0.14% | Reduce -9.1% | 4,254 | $1.7M |
| Benchmark Financial Wealth Advisors, LLC | 0.54% | Add +0.8% | 4,232 | $1.7M |
| Lloyd Advisory Services, LLC. | 0.80% | Add +0.9% | 4,213 | $1.7M |
| Independent Solutions Wealth Management, LLC | 0.37% | Add +12.4% | 4,190 | $1.7M |
| Orser Capital Management, LLC | 1.16% | Reduce -2.6% | 4,178 | $1.7M |
| Renasant Bank | 1.09% | No change | 4,177 | $1.7M |
| Carret Asset Management, LLC | 0.18% | Reduce -16.2% | 4,175 | $1.7M |
| PFG Investments, LLC | 0.10% | Add +0.1% | 4,168 | $1.7M |
| Northeast Investment Management | 0.07% | No change | 4,166 | $1.7M |
| MBL Wealth, LLC | 0.17% | Add +1.8% | 4,161 | $1.7M |
| S.A. Mason LLC | 0.87% | No change | 4,144 | $1.7M |
| RFP Financial Group LLC | 0.65% | No change | 4,135 | $1.7M |
| Raab & Moskowitz Asset Management LLC | 0.40% | Reduce -5.7% | 4,105 | $1.6M |
| Tassel Capital Management, Inc. | 1.46% | — | 4,096 | $1.6M |
| Capital Wealth Alliance, LLC | 0.93% | Add +21.2% | 4,091 | $1.6M |
| Cambridge Financial Group, LLC | 0.70% | Reduce -1.8% | 4,088 | $1.6M |
| Arax Advisory Partners | 0.10% | Add +0.7% | 4,085 | $1.6M |
| Edgemoor Investment Advisors, Inc. | 0.15% | No change | 4,072 | $1.6M |
| Gallacher Capital Management LLC | 0.81% | Reduce -14.8% | 4,066 | $1.6M |
| Regimen Wealth, LLC | 0.53% | Reduce -0.4% | 4,064 | $1.6M |
| Mattern Capital Management, LLC | 0.21% | Reduce -6.2% | 4,058 | $1.6M |
| Alteri Wealth LLC | 0.45% | — | 4,053 | $1.6M |
| Clarkston Capital Partners, LLC | 0.03% | No change | 4,048 | $1.6M |
| Brookmont Capital Management | 0.86% | Reduce -7.7% | 4,005 | $1.6M |
| Wealthspire Retirement, LLC | 0.13% | Reduce -2.1% | 4,003 | $1.6M |
| Allodium Investment Consultants, LLC | 1.34% | — | 4,000 | $1.6M |
| Florida Trust Wealth Management Co | 0.05% | No change | 3,995 | $1.6M |
| Laurel Wealth Advisors LLC | 0.25% | No change | 3,984 | $1.6M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.43% | Add +0.9% | 3,983 | $1.6M |
| Kanawha Capital Management LLC | 0.12% | Reduce -0.4% | 3,952 | $1.6M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | No change | 3,932 | $1.6M |
| Wealth Alliance, LLC | 0.19% | Add +530.8% | 3,930 | $1.6M |
| Venturi Wealth Management, LLC | 0.08% | No change | 3,913 | $1.6M |
| O'Dell Group, LLC | 0.35% | Add +5.9% | 3,905 | $1.6M |
| Nicolet Advisory Services, LLC | 0.14% | Add +4.3% | 3,930 | $1.6M |
| Financial Management Network Inc. | 0.33% | Reduce -1.1% | 3,841 | $1.6M |
| Pin Oak Investment Advisors Inc. | 1.42% | No change | 4,166 | $1.6M |
| 4Thought Financial Group Inc. | 0.97% | Add +180.3% | 3,879 | $1.6M |
| Wedgewood Partners Inc. | 0.31% | New | 3,874 | $1.6M |
| Forum Private Client Group LLC | 0.69% | Reduce -1.6% | 3,861 | $1.6M |
| BHK Investment Advisors, LLC | 0.58% | Add +1.3% | 3,858 | $1.5M |
| Planning Alternatives Ltd. | 0.24% | No change | 3,855 | $1.5M |
| Partners in Financial Planning | 0.31% | No change | 3,840 | $1.5M |
| Morton Capital Management LLC | 0.29% | Reduce -1.0% | 3,830 | $1.5M |
| Ewa, LLC | 0.58% | Add +0.1% | 3,821 | $1.5M |
| Nova R Wealth, Inc. | 0.77% | Add +0.1% | 3,819 | $1.5M |
| Sheets Smith Wealth Management | 0.19% | Reduce -4.1% | 3,803 | $1.5M |
| BlueChip Wealth Advisors LLC | 0.85% | Add +1.1% | 3,800 | $1.5M |
| American Investment Services, Inc. | 0.27% | Reduce -1.8% | 3,792 | $1.5M |
| Harvest Investment Services, LLC | 0.37% | Reduce -3.6% | 3,783 | $1.5M |
| Financial Sense Advisors, Inc. | 0.51% | Add +0.0% | 3,780 | $1.5M |
| FWL Investment Management, LLC | 0.55% | No change | 3,775 | $1.5M |
| Cordgrass Capital Advisors, LLC | 0.44% | Reduce -2.3% | 3,770 | $1.5M |
| Greenwood Gearhart LLC | 0.10% | Reduce -0.7% | 3,769 | $1.5M |
| PrairieView Partners, LLC | 0.16% | Reduce -6.5% | 3,765 | $1.5M |
| Colony Family Offices, LLC | 0.47% | No change | 3,745 | $1.5M |
| Symphony Financial Services, Inc. | 1.21% | Add +3.2% | 3,744 | $1.5M |
| Asset Management Group, Inc. | 0.27% | Reduce -1.5% | 3,741 | $1.5M |
| Jupiter Wealth Management LLC | 0.75% | No change | 3,735 | $1.5M |
| American Financial & Tax Strategies Inc. | 0.77% | No change | 3,708 | $1.5M |
| Hurley Capital, LLC | 1.20% | — | 3,653 | $1.5M |
| Alamar Capital Management, LLC | 0.81% | Reduce -0.5% | 3,696 | $1.5M |
| Delta Financial Group, Inc. | 0.35% | New | 3,697 | $1.5M |
| Brown Financial Advisory | 1.06% | Reduce -1.2% | 3,691 | $1.5M |
| Essex Bank | 0.36% | Reduce -2.5% | 3,662 | $1.5M |
| Encompass Wealth Advisors, LLC | 0.59% | Reduce -5.0% | 3,658 | $1.5M |
| Pursue Wealth Partners LLC | 0.83% | Add +1.4% | 3,625 | $1.5M |
| Headlands Technologies LLC | 0.15% | Add +33.1% | 3,622 | $1.5M |
| Brio Consultants, LLC | 0.23% | Reduce -8.1% | 3,615 | $1.5M |
| Concourse Financial Group Securities, Inc. | 0.08% | Reduce -0.1% | 3,485 | $1.4M |
| Archford Capital Strategies, LLC | 0.22% | No change | 3,600 | $1.4M |
| TBH Global Asset Management, LLC | 0.34% | Reduce -7.2% | 3,578 | $1.4M |
| GAMCO Investors | 0.01% | No change | 3,570 | $1.4M |
| Wealthstar Advisors, LLC | 0.62% | — | 3,567 | $1.4M |
| Good Life Advisors, LLC | 0.10% | Reduce -59.9% | 3,566 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +2.3% | 3,565 | $1.4M |
| M. Kulyk & Associates, LLC | 0.31% | Reduce -1.1% | 3,549 | $1.4M |
| Schnieders Capital Management LLC | 0.28% | No change | 3,530 | $1.4M |
| Pallas Capital Advisors LLC | 0.06% | No change | 3,523 | $1.4M |
| Heritage Financial Services, LLC | 0.19% | Reduce -0.6% | 3,514 | $1.4M |
| Quadrant Capital Group LLC | 0.10% | Reduce -11.0% | 3,512 | $1.4M |
| Golden Road Advisors LLC | 1.06% | Reduce -1.9% | 3,498 | $1.4M |
| Westmount Partners, LLC | 0.43% | Reduce -0.3% | 3,484 | $1.4M |
| BSW Wealth Partners | 0.20% | No change | 3,469 | $1.4M |
| Trivium Point Advisory, LLC | 0.17% | Add +406.0% | 3,446 | $1.4M |
| Strategic Financial Services, Inc. | 0.08% | Reduce -5.0% | 3,434 | $1.4M |
| Chapin Davis, Inc. | 0.45% | No change | 3,671 | $1.4M |
| Sand Hill Global Advisors, LLC | 0.06% | Add +19.1% | 3,428 | $1.4M |
| Riverpoint Wealth Management Holdings, LLC | 0.36% | Add +0.1% | 3,425 | $1.4M |
| Summit X, LLC | 0.30% | Reduce -0.6% | 3,420 | $1.4M |
| Lyell Wealth Management, LP | 0.12% | Add +15.2% | 3,415 | $1.4M |
| WealthPLAN Partners, LLC | 0.19% | Add +7.9% | 3,389 | $1.4M |
| Ballast Advisors LLC | 0.42% | Reduce -2.1% | 3,386 | $1.4M |
| Lionshead Wealth Management, LLC | 0.98% | — | 3,375 | $1.4M |
| Activest Wealth Management | 0.38% | Add +4.7% | 3,369 | $1.4M |
| Allstate Corp. | 0.04% | Reduce -72.0% | 3,350 | $1.3M |
| Riverview Capital Advisers, LLC | 0.41% | Add +5.9% | 3,346 | $1.3M |
| Parisi Gray Wealth Management | 0.43% | Add +0.7% | 3,338 | $1.3M |
| Watershed Private Wealth LLC | 0.52% | No change | 3,315 | $1.3M |
| Tritonpoint Wealth, LLC | 0.12% | Add +7.1% | 3,315 | $1.3M |
| Proactive Wealth Strategies LLC | 0.69% | Reduce -3.5% | 3,316 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Add +0.1% | 3,302 | $1.3M |
| Anderson Hoagland & Co. | 0.14% | Add +167.5% | 3,255 | $1.3M |
| SP Asset Management LLC | 0.11% | No change | 3,293 | $1.3M |
| Bluespring Wealth Management, LLC | 0.14% | Reduce -0.1% | 3,286 | $1.3M |
| Financial Insights, Inc. | 0.51% | Reduce -27.3% | 3,275 | $1.3M |
| Stegner Investment Associates Inc. | 0.87% | Reduce -0.5% | 3,262 | $1.3M |
| Smith Salley Wealth Management | 0.08% | Add +14.3% | 3,256 | $1.3M |
| Benjamin Edwards Inc. | 0.02% | Add +10.3% | 3,249 | $1.3M |
| Financial Perspectives, Inc | 0.44% | Add +2.4% | 3,245 | $1.3M |
| Ascentis Independent Advisors | 0.25% | Add +5.2% | 3,236 | $1.3M |
| Berkeley Capital Partners, LLC | 0.36% | Add +0.3% | 3,224 | $1.3M |
| Aspen Wealth Management LLC | 0.38% | No change | 3,207 | $1.3M |
| Atala Financial Inc | 0.90% | — | 3,201 | $1.3M |
| St. Clair Advisors, LLC | 0.37% | Add +4.4% | 3,196 | $1.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.07% | Add +2.1% | 3,195 | $1.3M |
| Kera Capital Partners, Inc. | 0.37% | — | 3,187 | $1.3M |
| 17 Capital Partners, LLC | 0.81% | Add +4.1% | 3,181 | $1.3M |
| Bank of New Hampshire | 0.33% | Reduce -1.6% | 3,180 | $1.3M |
| SageView Advisory Group, LLC | 0.05% | Add +31.6% | 3,175 | $1.3M |
| Pacific Financial Group Inc. | 0.94% | Add +0.0% | 3,171 | $1.3M |
| Sharp Wealth Advisory, LLC | 0.96% | Add +2.4% | 3,164 | $1.3M |
| TFR Capital, LLC. | 0.63% | — | 3,156 | $1.3M |
| Fairvoy Private Wealth, LLC | 0.34% | — | 3,154 | $1.3M |
| Appleton Partners Inc. | 0.09% | Add +0.2% | 3,150 | $1.3M |
| Capital City Trust Co. | 0.32% | Reduce -4.8% | 3,149 | $1.3M |
| Csenge Advisory Group | 0.07% | Add +28.6% | 3,134 | $1.3M |
| Seneca Financial Advisors LLC | 0.62% | Add +0.1% | 3,133 | $1.3M |
| Flynn Zito Capital Management, LLC | 0.59% | New | 3,133 | $1.3M |
| Argus Investors' Counsel, Inc. | 0.84% | Add +2.7% | 3,127 | $1.3M |
| Verus Wealth Management, LLC | 1.41% | — | 3,122 | $1.3M |
| HHM Wealth Advisors, LLC | 0.17% | Add +2647.8% | 3,105 | $1.2M |
| CBIZ Investment Advisory Services, LLC | 0.06% | Add +1.2% | 3,103 | $1.2M |
| Destination Wealth Management | 0.04% | Add +1.3% | 3,092 | $1.2M |
| Rockbridge Investment Management, LCC | 0.16% | No change | 3,083 | $1.2M |
| Founders Financial Securities LLC | 0.11% | Reduce -7.7% | 3,075 | $1.2M |
| Financial Partners Group, Inc | 0.18% | Add +17.7% | 3,063 | $1.2M |
| HBW Advisory Services LLC | 0.13% | Add +3.1% | 3,063 | $1.2M |
| Diversified Enterprises, LLC | 0.12% | Add +27.4% | 3,063 | $1.2M |
| Manhattan West Asset Management, LLC | 0.33% | No change | 3,061 | $1.2M |
| Heartwood Wealth Advisors LLC | 0.14% | No change | 3,050 | $1.2M |
| Ballew Advisors, Inc | 0.78% | Add +0.1% | 3,087 | $1.2M |
| AAF Wealth Management, LLC | 0.62% | Add +0.0% | 3,047 | $1.2M |
| Berbice Capital Management LLC | 0.98% | — | 3,044 | $1.2M |
| WestHill Financial Advisors, Inc. | 0.27% | Reduce -15.8% | 3,043 | $1.2M |
| Code Waechter LLC | 1.07% | No change | 3,040 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +9.6% | 3,031 | $1.2M |
| Silicon Valley Capital Partners | 0.14% | Add +0.1% | 3,023 | $1.2M |
| Stanich Group LLC | 0.91% | — | 3,017 | $1.2M |
| LS Investment Advisors, LLC | 0.18% | No change | 3,016 | $1.2M |
| Drive Wealth Management, LLC | 0.30% | Reduce -36.1% | 3,012 | $1.2M |
| Retirement Planning Group, LLC | 0.06% | Reduce -24.8% | 3,004 | $1.2M |
| Farmers & Merchants Investments Inc. | 0.04% | Add +3.7% | 3,003 | $1.2M |
| HFG Advisors, Inc. | 1.05% | No change | 3,001 | $1.2M |
| Greatmark Investment Partners, Inc. | 0.16% | Reduce -15.1% | 2,988 | $1.2M |
| Maxele Advisors, LLC | 1.14% | — | 2,987 | $1.2M |
| Estate Counselors, LLC | 0.13% | Reduce -0.4% | 2,986 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.24% | Add +18.2% | 2,986 | $1.2M |
| Opus Capital Group, LLC | 0.15% | No change | 2,980 | $1.2M |
| Ritholtz Wealth Management | 0.04% | Add +15.5% | 2,974 | $1.2M |
| Hemington Wealth Management | 0.30% | No change | 2,967 | $1.2M |
| Roberts Financial Services LLC | 0.22% | Reduce -7.0% | 2,960 | $1.2M |
| Aspen Grove Capital, LLC | 0.25% | No change | 2,958 | $1.2M |
| Farmers National Bank | 0.35% | — | 2,956 | $1.2M |
| Woodmont Investment Counsel LLC | 0.09% | Reduce -11.5% | 2,947 | $1.2M |
| First Commonwealth Financial Corp | 0.28% | No change | 2,937 | $1.2M |
| Adero Partners, LLC | 0.08% | No change | 2,934 | $1.2M |
| First City Capital Management, Inc. | 0.63% | No change | 2,929 | $1.2M |
| Tortoise Investment Management, LLC | 0.12% | No change | 2,928 | $1.2M |
| Geneva Partners, LLC | 0.47% | Reduce -2.5% | 2,910 | $1.2M |
| Interchange Capital Partners, LLC | 0.42% | No change | 2,895 | $1.2M |
| New Age Alpha Advisors, LLC | 0.05% | New | 2,895 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.16% | Reduce -4.4% | 2,893 | $1.2M |
| Gateway Wealth Partners, LLC | 0.30% | Add +0.3% | 2,886 | $1.2M |
| Waterfront Wealth Inc. | 0.28% | No change | 2,878 | $1.2M |
| Addison Advisors LLC | 0.32% | Reduce -4.3% | 2,876 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -2.8% | 2,867 | $1.2M |
| Rollins Financial Advisors, LLC | 0.18% | No change | 2,856 | $1.1M |
| David Wealth Management LLC | 0.94% | — | 2,839 | $1.1M |
| Zhang Financial LLC | 0.07% | Reduce -2.5% | 2,832 | $1.1M |
| NWK Group, Inc. | 0.44% | Reduce -8.7% | 2,831 | $1.1M |
| Parkshore Wealth Management, Inc. | 0.68% | — | 2,823 | $1.1M |
| Baker Boyer National Bank | 0.39% | Reduce -0.8% | 2,810 | $1.1M |
| Arista Wealth Management, LLC | 0.27% | Reduce -17.8% | 2,808 | $1.1M |
| Obermeyer Wealth Partners | 0.06% | Reduce -3.6% | 2,806 | $1.1M |
| Galvin, Gaustad & Stein, LLC | 0.10% | No change | 2,800 | $1.1M |
| Evensky & Katz LLC | 0.07% | Reduce -0.4% | 2,793 | $1.1M |
| Carnegie Investment Counsel | 0.03% | Reduce -5.5% | 2,785 | $1.1M |
| Orrstown Financial Services Inc. | 0.30% | No change | 2,780 | $1.1M |
| First Bank & Trust | 0.21% | Reduce -2.8% | 2,776 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.49% | Reduce -0.3% | 2,770 | $1.1M |
| Chicago Capital, LLC | 0.03% | Add +1.0% | 2,765 | $1.1M |
| Chilton Investment Co. Inc. | 0.03% | Add +30.3% | 2,759 | $1.1M |
| Goldstein Advisors, LLC | 0.16% | Reduce -8.1% | 2,739 | $1.1M |
| United Bank | 0.13% | No change | 2,739 | $1.1M |
| Rossmore Private Capital | 0.14% | Reduce -1.2% | 2,735 | $1.1M |
| Sprinkle Financial Consultants LLC | 0.75% | Add +0.1% | 2,728 | $1.1M |
| Q3 Asset Management | 0.68% | Reduce -9.6% | 2,729 | $1.1M |
| Insight Advisors, LLC/ PA | 0.19% | Add +4.9% | 2,702 | $1.1M |
| Realta Investment Advisors | 0.45% | New | 2,688 | $1.1M |
| Cozad Asset Management Inc. | 0.10% | Reduce -2.2% | 2,710 | $1.1M |
| Barnes Pettey Financial Advisors, LLC | 0.83% | No change | 2,695 | $1.1M |
| Smithfield Trust Co | 0.05% | No change | 2,663 | $1.1M |
| TAGStone Capital, Inc. | 0.53% | Add +0.1% | 2,657 | $1.1M |
| Coastline Trust Co | 0.12% | Reduce -4.0% | 2,655 | $1.1M |
| Spinnaker Trust | 0.07% | Add +0.5% | 2,648 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.09% | Add +25.5% | 2,626 | $1.1M |
| Heritage Investors Management Corp. | 0.03% | Add +53.7% | 2,626 | $1.1M |
| Petredis Investment Advisors LLC | 0.11% | No change | 2,623 | $1.1M |
| Parker Financial LLC | 0.52% | Reduce -16.5% | 2,619 | $1.1M |
| Naviter Wealth, LLC | 0.13% | Add +100.0% | 2,618 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -12.0% | 2,613 | $1.0M |
| Ackerman Capital Advisors, LLC | 0.27% | No change | 2,610 | $1.0M |
| Wedmont Private Capital | 0.06% | Add +7.2% | 2,628 | $1.0M |
| Signature Wealth Management Partners, LLC | 0.71% | Add +1.5% | 2,583 | $1.0M |
| TFC Financial Management, Inc. | 0.16% | Add +0.0% | 2,578 | $1.0M |
| Fortis Group Advisors, LLC | 0.19% | No change | 2,577 | $1.0M |
| Orgel Wealth Management, LLC | 0.03% | Add +3.5% | 2,577 | $1.0M |
| Geneos Wealth Management Inc. | 0.04% | Add +0.0% | 2,576 | $1.0M |
| Everett Harris & Co. | 0.01% | No change | 2,573 | $1.0M |
| Theory Financial LLC | 0.43% | Add +9.3% | 2,567 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -1.0% | 2,564 | $1.0M |
| Tennessee Valley Asset Management Partners | 0.17% | Add +0.8% | 2,557 | $1.0M |
| Peak Planning Group, LLC | 0.43% | Reduce -0.3% | 2,556 | $1.0M |
| Resonant Capital Advisors, LLC | 0.07% | Reduce -3.1% | 2,554 | $1.0M |
| Goldstone Financial Group, LLC | 0.16% | Add +5.4% | 2,550 | $1.0M |
| Atwood & Palmer Inc. | 0.07% | Add +9.3% | 2,550 | $1.0M |
| First Merchants Corp. | 0.04% | Reduce -2.7% | 2,529 | $1.0M |
| Kendall Capital Management | 0.30% | Reduce -5.8% | 2,525 | $1.0M |
| Bailard, Inc. | 0.03% | Add +0.6% | 2,524 | $1.0M |
| Power Wealth Management LLC | 0.42% | No change | 2,520 | $1.0M |
| Calamos Advisors LLC | 0.01% | New | 2,519 | $1.0M |
| Hudson Capital Management LLC | 0.33% | Add +54.9% | 2,515 | $1.0M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.43% | — | 2,510 | $1.0M |
| MA Private Wealth | 0.19% | No change | 2,485 | $998K |
| Fiera Capital Corp | 0.00% | Add +217.7% | 2,484 | $998K |
| Bank of Hawaii | 0.06% | No change | 2,476 | $994K |
| Kingstone Capital Partners Texas, LLC | 0.81% | — | 2,474 | $993K |
| Union Savings Bank | 0.49% | Add +2.0% | 2,472 | $993K |
| Wealth Architects, LLC | 0.11% | Reduce -5.3% | 2,468 | $991K |
| Capital Investment Advisory Services, LLC | 0.10% | Add +7.8% | 2,465 | $990K |
| First Financial Corp. | 0.46% | No change | 2,464 | $989K |
| Trek Financial, LLC | 0.07% | Add +174.8% | 2,457 | $987K |
| Aventura Private Wealth, LLC | 0.53% | — | 2,444 | $981K |
| Madison Asset Management, LLC | 0.01% | No change | 2,440 | $980K |
| Madison Investment Advisors, LLC | 0.01% | — | 2,440 | $980K |
| Flagship Private Wealth, LLC | 0.47% | Add +31.0% | 2,433 | $977K |
| CWA Asset Management Group, LLC | 0.05% | Reduce -1.0% | 2,430 | $976K |
| Columbia Bank | 0.34% | Add +16.5% | 2,467 | $975K |
| Citizens & Northern Corp. | 0.27% | No change | 2,423 | $973K |
| Compton Wealth Advisory Group, LLC | 0.25% | No change | 2,416 | $970K |
| Family Manage LLC | 0.16% | No change | 2,415 | $970K |
| Axis Wealth Partners, LLC | 0.82% | — | 2,414 | $969K |
| Prosperity Wealth Management, Inc. | 0.40% | No change | 2,412 | $969K |
| Navis Wealth Advisors, LLC | 1.06% | Add +20.6% | 2,411 | $968K |
| WNY Asset Management, LLC | 0.12% | No change | 2,405 | $966K |
| Sincerus Advisory, LLC | 1.04% | — | 2,404 | $965K |
| Strategic Blueprint, LLC | 0.06% | Add +5.2% | 2,403 | $965K |
| Vontobel Holding Ltd. | 0.00% | No change | 2,400 | $964K |
| Members Wealth LLC | 0.72% | — | 2,346 | $963K |
| Capital Advantage, Inc. | 0.18% | New | 2,395 | $962K |
| Tull Financial Group, Inc. | 0.58% | No change | 2,393 | $961K |
| Castleview Partners, LLC | 0.52% | Reduce -5.4% | 2,394 | $959K |
| First Manhattan Co. Llc. | 0.00% | Add +0.8% | 2,384 | $957K |
| SFG Wealth Management, LLC. | 0.50% | Reduce -6.4% | 2,383 | $957K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -3.3% | 2,382 | $957K |
| Presilium Private Wealth, LLC | 0.22% | No change | 2,380 | $956K |
| GPS Wealth Strategies Group, LLC | 0.12% | Reduce -8.1% | 2,380 | $956K |
| Victory Financial Group, LLC | 0.25% | — | 2,378 | $955K |
| Magnolia Private Wealth, LLC | 0.85% | — | 2,373 | $953K |
| World Equity Group, Inc. | 0.20% | Add +91.9% | 2,372 | $953K |
| Capital Analysts, LLC | 0.04% | Add +1.8% | 2,363 | $949K |
| Gotham Asset Management | 0.01% | No change | 2,357 | $947K |
| Fortis Capital Advisors, LLC | 0.32% | Add +0.4% | 2,584 | $944K |
| Beacon Capital Management, LLC | 0.12% | Add +0.1% | 2,347 | $942K |
| PBMares Wealth Management LLC | 0.19% | No change | 2,342 | $941K |
| Verus Financial Partners, Inc. | 0.11% | No change | 2,362 | $940K |
| Private Capital Management LLC | 0.19% | Reduce -6.3% | 2,324 | $933K |
| Stockman Wealth Management, Inc. | 0.15% | No change | 2,321 | $932K |
| Ellevest, Inc. | 0.05% | Reduce -27.9% | 2,321 | $932K |
| Falcon Wealth Planning | 0.10% | No change | 2,311 | $928K |
| Eight 31 Financial, LLC | 0.70% | No change | 2,308 | $927K |
| Ledyard National Bank | 0.09% | Add +2.0% | 2,302 | $924K |
| Prosperity Planning, Inc. | 0.42% | No change | 2,301 | $924K |
| Wolverine Asset Management LLC | 0.07% | New | 2,300 | $924K |
| Sunbelt Securities, Inc. | 0.08% | Reduce -12.0% | 2,274 | $922K |
| J. W. Coons Advisors, LLC | 0.24% | No change | 2,292 | $920K |
| Reston Wealth Management LLC | 0.34% | Reduce -5.3% | 2,288 | $919K |
| Mosaic Financial Group, LLC | 0.66% | Add +0.0% | 2,284 | $917K |
| Hamilton Point Investment Advisors, LLC | 0.17% | No change | 2,278 | $915K |
| Larson Financial Group LLC | 0.05% | Add +3.1% | 2,272 | $912K |
| Qube Research & Technologies Ltd | 0.00% | Add +188.3% | 2,269 | $911K |
| Valley Wealth Managers, Inc. | 0.07% | Add +0.3% | 2,268 | $911K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.21% | Reduce -5.1% | 2,263 | $909K |
| Full Sail Capital, LLC | 0.06% | Reduce -0.1% | 2,261 | $908K |
| Camden National Bank | 0.14% | New | 2,253 | $905K |
| Insigneo Advisory Services, LLC | 0.09% | Add +6.9% | 2,252 | $904K |
| Elevatus Welath Management | 0.31% | No change | 2,249 | $903K |
| Two Sigma Securities, LLC | 0.16% | New | 2,249 | $903K |
| Oak Wealth Advisors LLC | 0.69% | — | 2,244 | $901K |
| Integrity Wealth Solutions LLC | 0.50% | Add +0.1% | 2,242 | $900K |
| Strategies Wealth Advisors, LLC | 0.11% | Reduce -7.0% | 2,178 | $898K |
| Little House Capital LLC | 0.26% | Reduce -1.1% | 2,230 | $896K |
| Sightline Wealth Advisors, LLC | 0.48% | Add +0.1% | 2,226 | $894K |
| Fortitude Financial, LLC | 0.50% | — | 2,220 | $892K |
| Lee Financial Co | 0.13% | No change | 2,219 | $891K |
| Kavar Capital Partners Group, LLC | 0.15% | No change | 2,219 | $891K |
| Campbell Wealth Management | 0.08% | Add +66.7% | 2,215 | $889K |
| Weaver Consulting Group | 0.27% | No change | 2,207 | $886K |
| Private Wealth Advisors, LLC | 0.39% | No change | 2,202 | $884K |
| Anson Capital, Inc. | 0.77% | No change | 2,200 | $883K |
| Bordeaux Wealth Advisors LLC | 0.14% | No change | 2,197 | $882K |
| YANKCOM Partnership | 0.47% | — | 2,188 | $878K |
| Stratos Investment Management, LLC | 0.05% | Add +7.3% | 2,187 | $878K |
| Harfst & Associates, Inc. | 0.18% | Reduce -1.1% | 2,181 | $876K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +4.5% | 2,177 | $874K |
| Capital Advisors Inc. | 0.02% | No change | 2,174 | $873K |
| Klingman & Associates, LLC | 0.06% | Add +9.9% | 2,167 | $870K |
| GEM Asset Management, LLC | 0.49% | No change | 2,167 | $870K |
| Maia Wealth LLC | 0.19% | New | 2,149 | $867K |
| Debussy Capital Management LP | 0.13% | Reduce -0.1% | 2,147 | $867K |
| Burney Co./ | 0.03% | No change | 2,154 | $865K |
| Capital Research Global Investors | 0.00% | New | 2,134 | $865K |
| Enterprise Bank & Trust Co | 0.28% | No change | 2,144 | $861K |
| Brass Tax Wealth Management, Inc. | 0.18% | New | 2,142 | $860K |
| Sovereign Financial Group, Inc. | 0.20% | No change | 2,138 | $859K |
| Parsons Capital Management Inc. | 0.05% | No change | 2,134 | $857K |
| Operose Advisors LLC | 0.29% | Add +93.1% | 2,130 | $856K |
| KilterHowling LLC | 0.49% | Add +0.1% | 2,083 | $855K |
| Main Management LLC | 0.07% | No change | 2,126 | $854K |
| Everstar Asset Management, LLC | 0.60% | Add +261.7% | 2,116 | $850K |
| Northwest Financial Advisors | 0.70% | Add +162.4% | 2,107 | $846K |
| Symphony Financial, Ltd. Co. | 0.13% | Reduce -25.0% | 2,065 | $846K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.32% | No change | 2,106 | $846K |
| Principle Wealth Partners LLC | 0.06% | Add +1.2% | 2,094 | $841K |
| Riggs Capital Management LLC | 0.82% | — | 2,081 | $836K |
| Demars Financial Group, LLC | 0.37% | Reduce -1.8% | 2,078 | $835K |
| West Paces Advisors Inc. | 0.20% | Add +6.0% | 2,072 | $832K |
| Marino, Stram & Associates LLC | 0.18% | Add +1.7% | 2,066 | $830K |
| YHB Investment Advisors, Inc. | 0.07% | Add +3.6% | 2,055 | $825K |
| LBMC Investment Advisors, LLC | 0.06% | Add +1.1% | 2,051 | $824K |
| CFO4Life Group, LLC | 0.14% | Add +1.9% | 2,047 | $822K |
| Forthright Family Wealth Advisory LLC | 0.53% | No change | 2,046 | $822K |
| BIP Wealth, LLC | 0.06% | Add +0.3% | 2,045 | $821K |
| Ring Mountain Capital, LLC | 0.55% | — | 2,041 | $820K |
| Insight Wealth Strategies, LLC | 0.11% | Reduce -1.8% | 2,037 | $818K |
| Pps&v Asset Management Consultants, Inc. | 0.55% | No change | 2,036 | $818K |
| JTC Employer Solutions Trustee Ltd | 0.06% | No change | 2,016 | $817K |
| Hubbell Strickland Wealth Management, LLC | 0.39% | Add +0.1% | 2,033 | $816K |
| Titleist Asset Management, LLC | 0.09% | Add +13.3% | 2,033 | $816K |
| Kaydan Wealth Management, Inc. | 0.27% | Reduce -0.9% | 2,033 | $816K |
| Bristlecone Advisors, LLC | 0.06% | Reduce -8.2% | 2,029 | $815K |
| LMCG Investments, LLC | 0.05% | Reduce -1.1% | 2,028 | $814K |
| Schechter Investment Advisors, LLC | 0.06% | No change | 2,025 | $813K |
| Benedict Financial Advisors Inc. | 0.20% | No change | 2,023 | $812K |
| Mayflower Financial Advisors, LLC | 0.12% | Add +64.3% | 2,019 | $811K |
| TRUE Private Wealth Advisors | 0.10% | No change | 2,015 | $809K |
| Lodestar Private Asset Management LLC | 0.10% | Add +17.2% | 2,015 | $809K |
| William Howard & Co Financial Advisors Inc | 0.73% | Add +0.1% | 2,014 | $809K |
| McIlrath & Eck, LLC | 0.10% | Reduce -8.1% | 2,013 | $808K |
| GW Henssler & Associates Ltd. | 0.05% | No change | 2,144 | $805K |
| Arbor Capital Management Inc. | 0.79% | Add +18.3% | 1,971 | $804K |
| Sage Rhino Capital LLC | 0.18% | No change | 2,000 | $803K |
| SpringVest Wealth Management LLC | 0.69% | — | 1,992 | $800K |
| Mascagni Wealth Management, Inc. | 0.80% | — | 2,213 | $799K |
| Allred Capital Management, LLC | 0.31% | No change | 1,981 | $796K |
| Cassia Capital Partners, LLC | 0.51% | Add +61.1% | 1,980 | $795K |
| Traphagen Investment Advisors LLC | 0.08% | Add +3.6% | 1,979 | $795K |
| Muirfield Wealth Advisors LLC | 0.65% | Add +0.1% | 1,977 | $794K |
| Anchor Investment Management, LLC | 0.07% | No change | 1,977 | $794K |
| Coastal Bridge Advisors, LLC | 0.20% | No change | 1,975 | $793K |
| Von Berge Wealth Management Group, LLC | 0.48% | No change | 1,930 | $793K |
| MMBG Investment Advisors Co. | 0.08% | No change | 1,969 | $791K |
| EnRich Financial Partners LLC | 0.26% | No change | 1,968 | $790K |
| Advisory Alpha, LLC | 0.03% | Add +127.3% | 1,966 | $790K |
| Baring Financial LLC | 0.70% | — | 1,966 | $789K |
| Stonehearth Capital Management, LLC | 0.32% | Add +1.4% | 1,964 | $789K |
| Baker Tilly Wealth Management, LLC | 0.31% | Add +139.4% | 1,961 | $787K |
| Beese Fulmer Investment Management, Inc. | 0.07% | No change | 1,956 | $786K |
| Integral Investment Advisors, Inc. | 0.25% | Add +2.7% | 1,954 | $785K |
| Wealthgarden F.S. LLC | 0.73% | No change | 1,950 | $783K |
| Gray Private Wealth, LLC | 0.47% | No change | 1,948 | $782K |
| UNIVEST FINANCIAL Corp | 0.05% | Reduce -7.7% | 1,947 | $782K |
| Northwest Capital Management Inc | 0.33% | No change | 1,940 | $779K |
| Strategic Financial Concepts, LLC | 0.15% | Add +30.8% | 1,939 | $779K |
| Single Point Partners, LLC | 0.18% | New | 1,937 | $778K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.32% | No change | 1,935 | $777K |
| Nabity-Jensen Investment Management Inc | 0.59% | No change | 1,931 | $775K |
| Gibson Capital, LLC | 0.16% | No change | 1,930 | $775K |
| Lam Group, Inc. | 0.55% | No change | 1,925 | $773K |
| Rosenblum Silverman Sutton S F Inc. | 0.19% | Reduce -0.4% | 1,923 | $772K |
| Weatherly Asset Management L. P. | 0.07% | No change | 1,915 | $769K |
| Patten & Patten Inc. | 0.05% | No change | 1,911 | $767K |
| Bremer Bank National Association | 0.15% | Reduce -5.5% | 1,909 | $767K |
| Pension & Wealth Management Advisors, Inc. | 0.30% | New | 1,899 | $763K |
| Howard Wealth Management, LLC | 0.41% | Add +0.4% | 1,896 | $762K |
| St Germain D J Co. Inc. | 0.03% | Add +6.2% | 1,896 | $761K |
| Retireful, LLC | 0.43% | Reduce -8.0% | 1,895 | $761K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,891 | $759K |
| Beaird Harris Wealth Management, LLC | 0.07% | Reduce -6.5% | 1,888 | $758K |
| Jacobsen Capital Management | 0.32% | No change | 1,886 | $757K |
| Monterey Private Wealth, Inc. | 0.25% | Reduce -0.8% | 1,877 | $754K |
| Providence First Trust Co | 0.28% | Add +0.1% | 1,875 | $753K |
| Steph & Co. | 0.25% | No change | 1,870 | $751K |
| B.O.S.S. Retirement Advisors, LLC | 0.21% | New | 1,869 | $751K |
| Pennington Partners & Co., LLC | 0.37% | — | 1,869 | $751K |
| Hanover Advisors Inc. | 0.31% | No change | 1,869 | $751K |
| Sachem Hill LLC | 0.16% | Reduce -7.3% | 1,869 | $750K |
| Cypress Financial Planning LLC | 0.27% | No change | 1,863 | $748K |
| waypoint wealth counsel | 0.49% | No change | 1,861 | $747K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | No change | 1,856 | $745K |
| Telos Capital Management, Inc. | 0.08% | No change | 1,855 | $745K |
| S.E.E.D. Planning Group LLC | 0.25% | Reduce -0.2% | 1,854 | $745K |
| Brogan Financial, Inc. | 0.36% | Add +0.1% | 1,853 | $744K |
| Ariadne Wealth Management, LP | 0.34% | Reduce -4.9% | 1,805 | $744K |
| Alpha Cubed Investments, LLC | 0.03% | Add +2.2% | 1,847 | $742K |
| Magnolia Capital Advisors LLC | 0.19% | New | 1,847 | $742K |
| Blue Chip Partners, LLC | 0.06% | Add +0.4% | 1,846 | $741K |
| Persium Advisors, LLC | 0.73% | — | 1,846 | $741K |
| Curran Financial Partners, LLC | 0.19% | No change | 1,846 | $741K |
| Sunpointe, LLC | 0.37% | Add +14.1% | 1,842 | $740K |
| Oxler Private Wealth LLC | 0.24% | Add +0.1% | 1,840 | $739K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +0.4% | 1,836 | $737K |
| Greenhouse Wealth Management, LLC | 0.49% | Add +0.1% | 1,834 | $736K |
| LM Advisors LLC | 0.13% | No change | 1,831 | $735K |
| Acima Private Wealth, LLC | 0.25% | No change | 1,829 | $734K |
| Barnett & Company, Inc. | 0.48% | No change | 1,822 | $732K |
| Cable Hill Partners, LLC | 0.07% | Reduce -1.5% | 1,818 | $730K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.1% | 1,813 | $728K |
| Rockland Trust Co. | 0.04% | No change | 1,810 | $727K |
| Texas Yale Capital Corp. | 0.03% | No change | 1,808 | $726K |
| King Wealth Management Group | 0.11% | No change | 1,808 | $726K |
| Reynders McVeigh Capital Management, LLC | 0.04% | Add +4.3% | 1,808 | $726K |
| Taylor & Morgan Wealth Management, LLC | 0.51% | No change | 1,804 | $724K |
| Apollon Financial, LLC | 0.18% | Add +8.1% | 1,804 | $724K |
| Creative Financial Designs Inc. | 0.06% | Reduce -3.8% | 1,802 | $723K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Reduce -10.2% | 1,798 | $722K |
| Stanley-Laman Group, Ltd. | 0.10% | Reduce -32.2% | 1,797 | $722K |
| Warner Financial, Inc. | 0.31% | Add +0.1% | 1,796 | $721K |
| Parr McKnight Wealth Management Group, LLC | 0.10% | — | 1,794 | $720K |
| GFG Capital, LLC | 0.20% | Add +16.1% | 1,791 | $719K |
| Blue Barn Wealth, LLC | 0.38% | Reduce -7.3% | 1,790 | $719K |
| Mason Investment Advisory Services, Inc. | 0.04% | No change | 1,782 | $716K |
| Collective Family Office LLC | 0.20% | Reduce -29.7% | 1,780 | $715K |
| Charles Schwab Trust Co | 0.06% | Add +6.4% | 1,774 | $712K |
| Vawter Financial, Ltd. | 0.43% | Reduce -10.1% | 1,772 | $711K |
| Aries Wealth Management | 0.20% | Reduce -1.4% | 1,770 | $711K |
| Bell Bank | 0.05% | No change | 1,766 | $709K |
| Novus Advisors, LLC | 0.71% | — | 1,763 | $708K |
| Family Investment Center, Inc. | 0.18% | Reduce -0.5% | 1,761 | $707K |
| Norden Group LLC | 0.08% | Reduce -5.9% | 1,757 | $706K |
| Kovack Advisors, Inc. | 0.07% | Add +0.9% | 1,755 | $705K |
| Left Brain Wealth Management, LLC | 0.27% | Reduce -15.0% | 1,755 | $705K |
| Builder Investment Group Inc. | 0.19% | No change | 1,755 | $705K |
| Presidio Capital Management, LLC | 0.38% | Add +29.1% | 1,754 | $704K |
| Kirtland Hills Capital Management, LLC | 0.45% | Add +2.3% | 1,747 | $702K |
| Mairs & Power Inc. | 0.01% | New | 1,746 | $701K |
| Tyche Wealth Partners LLC | 0.15% | Add +10.3% | 1,743 | $700K |
| Stone Summit Wealth LLC | 0.23% | Reduce -1.4% | 1,735 | $697K |
| Burton Enright Welch | 0.15% | No change | 1,733 | $696K |
| Gitterman Wealth Management, LLC | 0.29% | No change | 1,732 | $696K |
| Francis Financial, Inc. | 0.18% | No change | 1,731 | $695K |
| Lauterbach Financial Advisors, LLC | 0.42% | Reduce -1.1% | 1,728 | $694K |
| Russell Investments Group, Ltd. | 0.00% | Add +24.1% | 1,726 | $693K |
| O'ROURKE & COMPANY, Inc | 0.34% | Reduce -0.8% | 1,723 | $692K |
| Ironwood Investment Counsel, LLC | 0.12% | Reduce -3.3% | 1,719 | $691K |
| Klingenstein Fields & Co. LP | 0.03% | Add +36.2% | 1,712 | $688K |
| Coppell Advisory Solutions LLC | 0.10% | Reduce -26.4% | 1,695 | $687K |
| TrinityPoint Wealth, LLC | 0.10% | Add +18.0% | 1,710 | $687K |
| TCI Wealth Advisors, Inc. | 0.06% | Reduce -2.1% | 1,708 | $686K |
| Vantage Financial Partners, LLC | 0.17% | Add +0.5% | 1,703 | $684K |
| Milestone Asset Management Group, LLC | 0.61% | — | 1,702 | $684K |
| Cornell Pochily Investment Advisors, Inc. | 0.24% | No change | 1,695 | $681K |
| Peninsula Wealth, LLC | 0.12% | No change | 1,694 | $680K |
| PKS Advisory Services, LLC | 0.17% | — | 1,691 | $679K |
| Clarity Wealth Advisors, LLC | 0.18% | No change | 1,690 | $679K |
| Eastern Bank | 0.01% | Add +21.0% | 1,685 | $677K |
| Commonwealth Retirement Investments LLC | 0.28% | No change | 1,674 | $672K |
| Maridea Wealth Management LLC | 0.22% | — | 1,665 | $669K |
| Rice Partnership, LLC | 0.13% | No change | 1,662 | $667K |
| Matthew Goff Investment Advisor, LLC | 0.12% | Reduce -0.1% | 1,662 | $667K |
| Jentner Corp | 0.19% | No change | 1,659 | $666K |
| Burling Wealth Partners, LLC | 0.14% | — | 1,649 | $662K |
| Empire Financial Management Company, LLC | 0.21% | Reduce -5.7% | 1,647 | $661K |
| Arq Wealth Advisors, LLC | 0.25% | No change | 1,646 | $661K |
| Mattern Wealth Management LLC | 0.14% | No change | 1,637 | $657K |
| Poehling Capital Management, INC. | 0.16% | No change | 1,632 | $655K |
| S&co Inc. | 0.04% | No change | 1,627 | $653K |
| Pinion Investment Advisors, LLC | 0.26% | Reduce -10.5% | 1,625 | $653K |
| GoalVest Advisory LLC | 0.18% | Reduce -10.5% | 1,625 | $653K |
| Probity Advisors, Inc. | 0.13% | No change | 1,617 | $649K |
| Keebeck Wealth Management | 0.09% | No change | 1,615 | $649K |
| American Money Management, LLC | 0.13% | Reduce -0.4% | 1,614 | $648K |
| Towne Trust Company, N.A | 0.23% | New | 1,602 | $643K |
| Dempze Nancy E | 0.37% | No change | 1,600 | $643K |
| Mfa Wealth Advisors, LLC | 0.16% | No change | 1,600 | $643K |
| Kathmere Capital Management, LLC | 0.06% | Add +0.9% | 1,588 | $638K |
| Glen Eagle Advisors, LLC | 0.11% | Reduce -4.2% | 1,584 | $636K |
| BlueSky Wealth Advisors, LLC | 0.10% | No change | 1,583 | $636K |
| Sandy Cove Advisors, LLC | 0.25% | Reduce -0.3% | 1,580 | $634K |
| JPL Wealth Management, LLC | 0.18% | — | 1,579 | $634K |
| Macroview Investment Management LLC | 0.64% | Add +0.1% | 1,576 | $633K |
| Motco | 0.06% | No change | 1,574 | $632K |
| Pettyjohn, Wood & White, Inc. | 0.12% | No change | 1,573 | $632K |
| Obsidian Cio, LLC | 0.12% | Add +3.9% | 1,572 | $631K |
| Hager Investment Management Services, LLC | 0.39% | — | 1,569 | $630K |
| Cardinal Strategic Wealth Guidance | 0.20% | No change | 1,568 | $630K |
| Beverly Hills Private Wealth, LLC | 0.13% | Reduce -1.1% | 1,560 | $626K |
| Twele Capital Management, Inc. | 0.13% | No change | 1,556 | $625K |
| Compass Ion Advisors, LLC | 0.07% | New | 1,551 | $623K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +0.3% | 1,544 | $620K |
| Altus Wealth Management, LLC | 0.28% | No change | 1,543 | $620K |
| Charter Oak Capital Management, LLC | 0.06% | Add +7.3% | 1,538 | $618K |
| Waterloo Capital, L.P. | 0.06% | Reduce -4.6% | 1,533 | $616K |
| Invictus Private Wealth, LLC | 0.05% | No change | 1,530 | $614K |
| South Plains Financial, Inc. | 0.47% | — | 1,529 | $614K |
| Tyler-Stone Wealth Management | 0.11% | No change | 1,520 | $610K |
| Catalyst Private Wealth, LLC | 0.27% | No change | 1,518 | $610K |
| BKM Wealth Management, LLC | 0.25% | Add +12.6% | 1,513 | $608K |
| Ardent Capital Management, Inc. | 0.28% | Reduce -8.5% | 1,510 | $606K |
| Well Done, LLC | 0.11% | No change | 1,612 | $605K |
| Secure Asset Management, LLC | 0.09% | Add +16.3% | 1,506 | $605K |
| Geller Advisors LLC | 0.04% | No change | 1,501 | $603K |
| JB Capital LLC | 0.03% | Add +2.9% | 1,497 | $602K |
| MontVue Capital Management, Inc. | 0.46% | No change | 1,499 | $602K |
| New Republic Capital, LLC | 0.39% | Reduce -73.4% | 1,495 | $600K |
| Lavaca Capital LLC | 0.26% | New | 1,488 | $598K |
| Ascentis Wealth Management, LLC | 0.21% | Add +1690.4% | 1,486 | $597K |
| 49 Wealth Management, LLC | 0.08% | Add +69.8% | 1,484 | $596K |
| ESL Trust Services, LLC | 0.13% | Reduce -6.3% | 1,478 | $594K |
| New Millennium Group LLC | 0.35% | No change | 1,476 | $593K |
| Landmark Wealth Management, LLC | 0.26% | Reduce -0.1% | 1,473 | $592K |
| Liberty Capital Management, Inc. | 0.13% | Reduce -0.3% | 1,473 | $592K |
| Dagco, Inc. | 0.20% | No change | 1,472 | $591K |
| Point Windward Advisors Inc. | 0.22% | Reduce -4.8% | 1,471 | $591K |
| LVM Capital Management Ltd. | 0.06% | Reduce -7.8% | 1,465 | $588K |
| Engineers Gate Manager LP | 0.01% | New | 1,464 | $588K |
| PACK Private Wealth, LLC | 0.34% | No change | 1,456 | $585K |
| Richardson Capital Management LLC | 0.37% | Reduce -4.1% | 1,454 | $584K |
| GGM Financial LLC | 0.62% | Add +0.1% | 1,453 | $584K |
| North Berkeley Wealth Management, LLC | 0.59% | — | 1,450 | $582K |
| AGH Wealth Advisors, LLC | 0.54% | — | 1,450 | $582K |
| Cypress Wealth Services, LLC | 0.12% | Reduce -5.9% | 1,446 | $581K |
| RPG Investment Advisory, LLC | 0.08% | Reduce -1.4% | 1,442 | $579K |
| Impact Capital Partners LLC | 0.21% | — | 1,441 | $579K |
| Pacific Point Advisors, LLC | 0.35% | — | 1,407 | $577K |
| Precision Wealth Strategies, LLC | 0.45% | No change | 1,432 | $575K |
| Financial Life Planners | 0.48% | — | 1,432 | $575K |
| Webster Bank, N. A. | 0.06% | Reduce -12.7% | 1,430 | $574K |
| Sfmg, LLC | 0.05% | No change | 1,429 | $574K |
| MCF Advisors LLC | 0.04% | No change | 1,429 | $574K |
| Peachtree Investment Partners, LLC | 0.21% | Add +0.1% | 1,426 | $572K |
| Royal Harbor Partners, LLC | 0.22% | No change | 1,423 | $571K |
| Journey Advisory Group, LLC | 0.07% | No change | 1,561 | $569K |
| Hartford Financial Management Inc. | 0.12% | No change | 1,412 | $567K |
| LGL Partners, LLC | 0.08% | Reduce -8.3% | 1,411 | $567K |
| Alliance Wealth Advisors, LLC | 0.32% | No change | 1,407 | $565K |
| Daner Wealth Management, LLC | 0.41% | — | 1,375 | $565K |
| Olde Wealth Management, LLC | 0.20% | No change | 1,405 | $564K |
| Boston Family Office LLC | 0.04% | Add +6.1% | 1,403 | $563K |
| Dechtman Wealth Management, LLC | 0.11% | Add +0.1% | 1,401 | $563K |
| High Falls Advisors, Inc | 0.13% | Reduce -22.5% | 1,398 | $561K |
| Princeton Global Asset Management LLC | 0.10% | Reduce -1.6% | 1,394 | $560K |
| Compass Wealth Management LLC | 0.13% | Reduce -3.5% | 1,390 | $558K |
| Cahill Wealth Management, LLC | 0.28% | Reduce -16.2% | 1,390 | $558K |
| Heritage Investment Group, Inc. | 0.10% | No change | 1,389 | $558K |
| First American Trust, FSB | 0.06% | Reduce -3.1% | 1,388 | $557K |
| Oak Ridge Investments LLC | 0.04% | Reduce -28.0% | 1,386 | $557K |
| NWF Advisory Services Inc. | 0.08% | Reduce -4.5% | 1,385 | $556K |
| GW&K Investment Management, LLC | 0.00% | Reduce -2.9% | 1,377 | $553K |
| Liberty Square Wealth Partners LLC | 0.20% | — | 1,326 | $552K |
| 360 Financial, Inc. | 0.20% | No change | 1,374 | $552K |
| Valtrion Capital Management, LLC | 1.17% | — | 1,372 | $551K |
| Legacy Private Trust Co. | 0.04% | Add +8.0% | 1,372 | $551K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | New | 1,370 | $550K |
| Gilbert & Cook, Inc. | 0.08% | No change | 1,367 | $549K |
| Nia Impact Advisors, LLC | 0.18% | No change | 1,363 | $547K |
| Alpha Financial Advisors, LLC | 0.25% | No change | 1,362 | $547K |
| Safeguard Investment Advisory Group, LLC | 0.15% | No change | 1,360 | $546K |
| Formidable Asset Management, LLC | 0.09% | Reduce -5.2% | 1,359 | $546K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +0.4% | 1,355 | $544K |
| Family Firm, Inc. | 0.12% | Add +0.1% | 1,353 | $544K |
| Colonial Trust Advisors | 0.05% | No change | 1,352 | $543K |
| Bourgeon Capital Management LLC | 0.10% | No change | 1,350 | $542K |
| Riverbridge Partners LLC | 0.01% | New | 1,348 | $541K |
| Reliant Wealth Planning | 0.25% | No change | 1,347 | $541K |
| Wealth Management Partners, LLC | 0.23% | Reduce -0.3% | 1,346 | $541K |
| SG Americas Securities, LLC | 0.00% | Reduce -97.8% | 1,344 | $540K |
| Aveo Capital Partners, LLC | 0.06% | Reduce -17.6% | 1,344 | $540K |
| Capital International Investors | 0.00% | New | 1,328 | $538K |
| Mission Creek Capital Partners, Inc. | 0.12% | No change | 1,336 | $537K |
| Horizon Investment Services, LLC | 0.23% | Reduce -0.8% | 1,332 | $535K |
| Transform Wealth, LLC | 0.03% | Add +17.8% | 1,327 | $533K |
| Praetorian Wealth Management, Inc. | 0.13% | New | 1,327 | $533K |
| North Star Investment Management Corp. | 0.04% | Reduce -0.5% | 1,325 | $532K |
| MSH Capital Advisors LLC | 0.17% | Add +2.4% | 1,324 | $532K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -7.5% | 1,323 | $531K |
| Strategy Asset Managers LLC | 0.10% | Add +1.5% | 1,322 | $531K |
| Financial Guidance Group, Inc. | 0.29% | No change | 1,320 | $530K |
| Juncture Wealth Strategies, LLC | 0.20% | New | 1,320 | $530K |
| Mosley Wealth Management | 0.33% | Reduce -2.4% | 1,294 | $530K |
| One Day In July LLC | 0.06% | Add +30.6% | 1,319 | $530K |
| Coordinated Financial Services, Inc. | 0.42% | — | 1,315 | $528K |
| Nilsine Partners, LLC | 0.06% | No change | 1,313 | $527K |
| Redmond Asset Management, LLC | 0.13% | Reduce -22.5% | 1,313 | $527K |
| D.B. Root & Company, LLC | 0.17% | No change | 1,308 | $525K |
| DecisionPoint Financial, LLC | 0.16% | No change | 1,308 | $525K |
| Lakeridge Wealth Management LLC | 0.27% | No change | 1,304 | $524K |
| Voisard Asset Management Group, Inc. | 0.17% | No change | 1,303 | $523K |
| Collar Capital Management, LLC | 0.43% | — | 1,300 | $522K |
| IAG Wealth Partners, LLC | 0.09% | Reduce -0.2% | 1,297 | $521K |
| Sugarloaf Wealth Management, LLC | 0.10% | No change | 1,293 | $519K |
| Pillar Financial Advisors, LLC | 0.40% | — | 1,290 | $518K |
| Wise Wealth Partners | 1.28% | — | 1,288 | $517K |
| HRC Wealth Management, LLC | 0.31% | Add +7.3% | 1,285 | $516K |
| Root Financial Partners, LLC | 0.06% | Reduce -17.6% | 1,280 | $514K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 1,273 | $511K |
| Trust Co. of Vermont | 0.02% | Add +0.6% | 1,272 | $511K |
| Peoples Bank | 0.30% | Reduce -10.8% | 1,270 | $510K |
| Eagle Bay Advisors LLC | 0.32% | No change | 1,270 | $510K |
| Pathway Financial Advisors LLC | 0.12% | Reduce -10.6% | 1,269 | $510K |
| Evelyn Partners Asset Management Ltd | 0.14% | — | 1,262 | $507K |
| Legacy Wealth Management, LLC | 0.03% | No change | 1,260 | $506K |
| Global Wealth Management Investment Advisory, Inc. | 0.10% | Add +1.0% | 1,257 | $505K |
| Naples Global Advisors, LLC | 0.05% | No change | 1,255 | $504K |
| McNamara Financial Services, Inc. | 0.12% | Reduce -23.0% | 1,255 | $504K |
| Wayfinding Financial, LLC | 0.27% | New | 1,253 | $503K |
| Portland Global Advisors LLC | 0.06% | Reduce -0.6% | 1,249 | $502K |
| Edgestream Partners, L.P. | 0.02% | Reduce -52.9% | 1,241 | $498K |
| Rialto Wealth Management, LLC | 0.16% | — | 1,240 | $498K |
| Criterion Capital Advisors, LLC | 0.31% | No change | 1,365 | $498K |
| German American Bancorp, Inc. | 0.05% | No change | 1,235 | $496K |
| Patrick M Sweeney & Associates, Inc. | 0.37% | No change | 1,232 | $495K |
| Braun Stacey Associates Inc. | 0.02% | Reduce -3.3% | 1,229 | $494K |
| Fort Sheridan Advisors LLC | 0.07% | Add +6.3% | 1,229 | $494K |
| Aureus Asset Management, LLC | 0.03% | Add +38.4% | 1,229 | $494K |
| ORG Partners LLC | 0.07% | Add +0.5% | 1,226 | $493K |
| Rappaport Reiches Capital Management, LLC | 0.13% | Add +3.0% | 1,227 | $493K |
| Guerra Pan Advisors, LLC | 0.36% | No change | 1,225 | $492K |
| Dana Investment Advisors, Inc. | 0.02% | Add +0.3% | 1,224 | $492K |
| Paradigm, Strategies in Wealth Management, LLC | 0.32% | Add +0.9% | 1,222 | $491K |
| Integris Wealth Management, LLC | 0.14% | Add +22.2% | 1,222 | $491K |
| Arlington Trust Co LLC | 0.10% | New | 1,219 | $490K |
| Ascent Group, LLC | 0.04% | Reduce -76.5% | 1,216 | $489K |
| BancFirst Trust & Investment Management | 0.22% | Reduce -7.0% | 1,205 | $488K |
| Northstar Asset Management Inc. | 0.13% | No change | 1,215 | $488K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | No change | 1,211 | $486K |
| Novem Group | 0.07% | — | 1,208 | $485K |
| Hiley Hunt Wealth Management | 0.27% | No change | 1,205 | $484K |
| Moors & Cabot, Inc. | 0.02% | Reduce -21.5% | 1,204 | $484K |
| Gordian Advisors LLC | 0.38% | No change | 1,204 | $484K |
| FFT Wealth Management LLC | 0.04% | Reduce -16.9% | 1,203 | $483K |
| Harbor Group, Inc. | 0.11% | Reduce -3.1% | 1,203 | $483K |
| Sage Private Wealth Group, LLC | 0.36% | Add +18.3% | 1,202 | $483K |
| Steel Grove Capital Advisors, LLC | 0.07% | Reduce -50.4% | 1,200 | $482K |
| Moment Partners, LLC | 0.09% | — | 1,200 | $482K |
| LRI Investments, LLC | 0.05% | Reduce -50.4% | 1,199 | $481K |
| Quantum Private Wealth, LLC | 0.15% | No change | 1,197 | $481K |
| Disciplined Investors, L.L.C. | 0.46% | — | 1,208 | $479K |
| Kolinsky Wealth Management, LLC | 0.29% | Add +15.5% | 1,193 | $479K |
| BankPlus Trust Department | 0.16% | — | 1,191 | $478K |
| Quest 10 Wealth Builders, Inc. | 0.48% | — | 1,191 | $478K |
| Arlington Financial Advisors, LLC | 0.10% | New | 1,190 | $478K |
| Liberty Wealth Management LLC | 0.08% | No change | 1,188 | $477K |
| Hollow Brook Wealth Management LLC | 0.15% | No change | 1,185 | $476K |
| Rainier Family Wealth Inc. | 0.58% | — | 1,184 | $475K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +63.6% | 1,170 | $470K |
| Impact Partnership Wealth, LLC | 0.09% | New | 1,169 | $470K |
| Northwest Quadrant Wealth Management, LLC | 0.11% | Add +7.9% | 1,163 | $467K |
| Financial Consulate, Inc. | 0.12% | Reduce -0.8% | 1,161 | $466K |
| Hill Island Financial LLC | 0.14% | Reduce -1.0% | 1,161 | $466K |
| Aire Advisors, LLC | 0.10% | No change | 1,159 | $465K |
| Professional Advisory Services Inc. | 0.06% | Reduce -23.2% | 1,158 | $465K |
| Bright Futures Wealth Management, LLC. | 0.42% | Add +6.3% | 1,135 | $465K |
| Madison Wealth Partners, Inc | 0.13% | No change | 1,156 | $464K |
| Accurate Wealth Management, LLC | 0.09% | Add +2.9% | 1,164 | $463K |
| Grange Capital, LLC | 0.48% | — | 1,149 | $461K |
| Centaurus Financial, Inc. | 0.03% | Add +0.1% | 1,146 | $460K |
| AssuredPartners Investment Advisors, LLC | 0.09% | — | 1,145 | $460K |
| Marks Group Wealth Management, Inc | 0.05% | Reduce -0.2% | 1,145 | $460K |
| Clarity Capital Partners LLC | 0.24% | Reduce -1.1% | 1,144 | $459K |
| American National Bank & Trust | 0.05% | Add +100.5% | 1,141 | $458K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | No change | 1,140 | $458K |
| Sandbox Financial Partners, LLC | 0.15% | Add +0.1% | 1,139 | $457K |
| Daymark Wealth Partners, LLC | 0.02% | Add +5.5% | 1,139 | $457K |
| GWN Securities Inc. | 0.12% | — | 1,105 | $457K |
| Torray Investment Partners LLC | 0.07% | No change | 1,138 | $457K |
| Platform Technology Partners | 0.14% | Add +1.9% | 1,136 | $456K |
| Linden Thomas Advisory Services, LLC | 0.06% | New | 1,136 | $456K |
| Lord & Richards Wealth Management, LLC | 0.96% | — | 1,135 | $456K |
| Wernau Asset Management Inc. | 0.44% | — | 1,132 | $455K |
| Stuart Chaussee & Associates, Inc. | 0.11% | No change | 1,129 | $453K |
| Bfsg, LLC | 0.05% | Reduce -2.2% | 1,127 | $453K |
| Horst & Graben Wealth Management LLC | 0.08% | Add +72.5% | 1,125 | $452K |
| Romano Brothers and Company | 0.06% | No change | 1,123 | $451K |
| IRON Financial LLC | 0.25% | Reduce -0.7% | 1,121 | $450K |
| Prestige Wealth Management Group LLC | 0.09% | No change | 1,113 | $447K |
| Newton One Investments LLC | 0.17% | Add +38.8% | 1,112 | $447K |
| Fort Point Capital Partners LLC | 0.05% | Add +41.3% | 1,112 | $446K |
| BXM Wealth LLC | 0.62% | — | 1,111 | $446K |
| Northwest Bancshares, Inc. | 0.08% | No change | 1,109 | $445K |
| Uptick Partners, LLC | 0.16% | Add +6.8% | 1,107 | $445K |
| NBT Bank, N.A. | 0.03% | No change | 1,107 | $445K |
| Cooper/Haims Advisors, LLC | 0.25% | No change | 1,107 | $444K |
| Penney Financial, LLC | 0.30% | No change | 1,103 | $443K |
| Legacy Capital Wealth Partners, LLC | 0.11% | New | 1,103 | $443K |
| Greenwich Wealth Management LLC | 0.03% | No change | 1,097 | $441K |
| Center for Financial Planning, Inc. | 0.06% | No change | 1,098 | $441K |
| One Wealth Management Investment & Advisory Services, LLC | 0.70% | No change | 1,097 | $441K |
| BetterWealth, LLC | 0.12% | Add +0.1% | 1,096 | $440K |
| Mascoma Wealth Management LLC | 0.11% | Add +748.1% | 1,094 | $439K |
| Bravias Capital Group, LLC | 0.36% | — | 1,072 | $439K |
| LCNB Corp. | 0.16% | Reduce -1.4% | 1,092 | $438K |
| Tandem Capital Management Corp. | 0.23% | Add +1.9% | 1,088 | $437K |
| Alpha Zero LLC | 0.33% | — | 1,087 | $437K |
| City State Bank | 0.15% | Reduce -2.7% | 1,086 | $436K |
| Fca Corp. | 0.14% | No change | 1,085 | $436K |
| Pinnacle Bancorp, Inc. | 0.14% | Reduce -1.4% | 1,084 | $435K |
| First Nebraska Trust Co | 0.04% | No change | 1,083 | $435K |
| Skyline Advisors, Inc. | 0.17% | Add +0.1% | 1,083 | $435K |
| Scotia Capital Inc. | 0.00% | New | 1,081 | $434K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -0.3% | 1,080 | $434K |
| Sage Capital Advisors,llc | 0.11% | No change | 1,079 | $433K |
| JNBA Financial Advisors | 0.04% | Reduce -0.4% | 1,078 | $433K |
| Roberts Glore & Co. Inc. | 0.13% | No change | 1,076 | $432K |
| Scarborough Advisors, LLC | 0.06% | Add +6.6% | 1,072 | $431K |
| Hohimer Wealth Management, LLC | 0.08% | New | 1,071 | $430K |
| Texas Capital Bancshares Inc | 0.17% | No change | 1,067 | $429K |
| Drucker Wealth 3.0, LLC | 0.10% | No change | 1,067 | $428K |
| W1M Investment Management Ltd | 0.01% | No change | 1,066 | $428K |
| Arvest Investments, Inc. | 0.07% | Add +3.8% | 1,065 | $428K |
| New Perspectives, Inc | 0.23% | No change | 1,057 | $424K |
| Trexquant Investment LP | 0.00% | Add +55.5% | 1,053 | $423K |
| Triad Wealth Partners, LLC | 0.15% | New | 1,052 | $423K |
| Ehrlich Financial Group | 0.30% | New | 1,051 | $422K |
| Harbor Advisory Corp. | 0.14% | No change | 1,050 | $422K |
| Bank of Stockton | 0.13% | Reduce -3.2% | 1,050 | $422K |
| Executive Wealth Management, LLC | 0.03% | Reduce -24.1% | 1,047 | $421K |
| PCA Investment Advisory Services Inc. | 0.19% | Reduce -2.8% | 1,043 | $419K |
| River Wealth Advisors LLC | 0.06% | No change | 1,043 | $419K |
| ZWJ Investment Counsel Inc. | 0.02% | Reduce -18.1% | 1,038 | $417K |
| Net Worth Advisory Group | 0.13% | Reduce -7.1% | 1,038 | $417K |
| JBR Co Financial Management Inc | 0.25% | No change | 1,037 | $416K |
| Advyzon Investment Management, LLC | 0.16% | — | 1,036 | $416K |
| Tompkins Financial Corp. | 0.04% | Add +72.3% | 1,034 | $415K |
| Piscataqua Savings Bank | 0.36% | No change | 1,031 | $414K |
| ODonnell Financial Services, LLC | 0.17% | New | 1,374 | $414K |
| Beacon Bank & Trust | 0.10% | No change | 1,030 | $414K |
| FourThought Financial Partners, LLC | 0.04% | No change | 1,025 | $412K |
| Capital Insight Partners, LLC | 0.07% | No change | 1,025 | $412K |
| McElhenny Sheffield Capital Management, LLC | 0.14% | No change | 1,023 | $411K |
| Neumann Capital Management, LLC | 0.14% | No change | 1,022 | $410K |
| Optimum Investment Advisors | 0.18% | Reduce -2.9% | 1,021 | $410K |
| Chemistry Wealth Management LLC | 0.10% | Add +2.7% | 1,020 | $410K |
| Berger Financial Group, Inc | 0.03% | No change | 1,019 | $409K |
| Antonelli Financial Advisors, LLC | 0.35% | — | 1,018 | $409K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 1,007 | $404K |
| Intelligence Driven Advisers, LLC | 0.08% | Reduce -6.2% | 1,006 | $404K |
| Montis Financial, LLC | 0.12% | Reduce -0.7% | 1,005 | $404K |
| LPWM LLC | 0.13% | Reduce -0.7% | 1,000 | $402K |
| Oder Investment Management, LLC | 0.33% | Reduce -0.3% | 999 | $401K |
| Vision Capital Management, Inc. | 0.06% | No change | 999 | $401K |
| Fusion Family Wealth, LLC | 0.04% | No change | 997 | $400K |
| F/m Investments LLC | 0.01% | No change | 994 | $399K |
| First County Bank | 0.22% | No change | 993 | $399K |
| Headinvest, LLC | 0.08% | Reduce -7.0% | 993 | $399K |
| Country Trust Bank | 0.01% | No change | 993 | $399K |
| Aspire Private Capital, LLC | 0.10% | No change | 992 | $398K |
| PUREfi Wealth, LLC | 0.39% | — | 990 | $398K |
| Copia Wealth Management | 0.38% | — | 990 | $398K |
| Values Added Financial LLC | 0.23% | No change | 990 | $398K |
| HCR Wealth Advisors | 0.05% | Add +43.7% | 987 | $397K |
| Davidson Trust Co. | 0.20% | Reduce -9.8% | 986 | $396K |
| ERn Financial, LLC | 0.06% | Add +1.6% | 982 | $394K |
| TigerOak Management, L.L.C. | 0.14% | — | 979 | $393K |
| Blue Fin Capital, Inc. | 0.07% | No change | 969 | $390K |
| DMKC Advisory Services, LLC | 0.35% | — | 964 | $387K |
| One Charles Private Wealth Services, LLC | 0.13% | No change | 964 | $387K |
| Wealthquest Corp | 0.03% | Reduce -6.2% | 963 | $387K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 962 | $386K |
| Elk River Wealth Management LLC | 0.07% | Reduce -13.8% | 960 | $386K |
| Heritage Wealth Management, Inc. | 0.33% | Reduce -17.1% | 958 | $385K |
| Ashford Capital Management Inc. | 0.05% | Reduce -8.9% | 958 | $385K |
| Sound Income Strategies, LLC | 0.02% | Add +268.5% | 958 | $385K |
| First Trust Advisors LP | 0.00% | New | 957 | $384K |
| Washington Trust Bank | 0.04% | Reduce -8.9% | 954 | $383K |
| Pacific Sun Financial Corp | 0.21% | No change | 953 | $383K |
| WBH Advisory Inc. | 0.04% | Reduce -0.6% | 950 | $382K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 949 | $381K |
| Cardinal Point Capital Management ULC | 0.06% | Add +2.8% | 949 | $381K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 946 | $380K |
| Capital Management Associates, Inc | 0.14% | No change | 944 | $379K |
| Wilson & Boucher Capital Management, LLC | 0.27% | Add +15.3% | 940 | $377K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -12.9% | 937 | $376K |
| Facet Wealth, Inc. | 0.01% | Reduce -7.0% | 922 | $376K |
| McCarthy & Cox | 0.13% | No change | 929 | $373K |
| LaSalle St. Investment Advisors, LLC | 0.12% | Add +29.3% | 927 | $372K |
| Abacus Planning Group, Inc. | 0.07% | Reduce -2.4% | 925 | $371K |
| Black Diamond Financial, LLC | 0.06% | No change | 924 | $371K |
| Fortitude Family Office, LLC | 0.13% | Add +27.8% | 924 | $371K |
| Round Rock Advisors LLC | 0.08% | No change | 921 | $370K |
| Commons Capital, LLC | 0.33% | Add +0.1% | 919 | $369K |
| Monument Capital Management | 0.10% | No change | 917 | $368K |
| Community Financial Services Group, LLC | 0.07% | Reduce -14.2% | 917 | $368K |
| Solutions 4 Wealth, Ltd | 0.66% | Add +11.1% | 914 | $367K |
| Arcadia Investment Advisors LLC | 0.20% | No change | 913 | $367K |
| Peak Financial Advisors LLC | 0.19% | Reduce -8.9% | 912 | $366K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -5.6% | 879 | $365K |
| IMA Advisory Services, Inc. | 0.04% | No change | 910 | $365K |
| Sather Financial Group Inc | 0.02% | Reduce -0.1% | 909 | $365K |
| Abbot Financial Management, Inc. | 0.18% | Add +3.4% | 908 | $365K |
| Matisse Capital | 0.19% | No change | 907 | $364K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -1.7% | 906 | $364K |
| Ironwood Investment Management LLC | 0.18% | No change | 906 | $364K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -0.7% | 905 | $363K |
| Readystate Asset Management LP | 0.03% | New | 905 | $363K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | New | 905 | $363K |
| Carson Advisory Inc. | 0.25% | Reduce -11.8% | 905 | $363K |
| Berkeley, Inc | 0.19% | Reduce -50.0% | 903 | $363K |
| Balboa Wealth Partners | 0.08% | New | 901 | $362K |
| Dahring | Cusmano LLC | 0.33% | — | 897 | $360K |
| Redwood Financial Network Corp | 0.27% | Add +10.6% | 897 | $360K |
| Gemmer Asset Management LLC | 0.04% | No change | 896 | $360K |
| Tradewinds, LLC. | 0.10% | New | 873 | $359K |
| Dravo Bay LLC | 0.17% | New | 890 | $357K |
| Private Management Group Inc. | 0.01% | No change | 890 | $357K |
| First National Bank of Hutchinson | 0.21% | Reduce -13.2% | 885 | $355K |
| JGP Wealth Management, LLC | 0.05% | No change | 885 | $355K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 880 | $353K |
| Integrity Alliance, Llc. | 0.04% | — | 879 | $353K |
| Strategic Financial Partners, Ltd. | 0.18% | No change | 879 | $353K |
| Phillips Financial Management, LLC | 0.03% | No change | 874 | $351K |
| Summit Investment Advisory Services, LLC | 0.18% | No change | 873 | $351K |
| Grey Ledge Advisors, LLC | 0.09% | Add +0.1% | 871 | $350K |
| RB Capital Management, LLC | 0.09% | Add +0.1% | 869 | $349K |
| ABLE Financial Group, LLC | 0.10% | No change | 869 | $349K |
| Parcion Private Wealth LLC | 0.03% | Add +12.3% | 865 | $347K |
| Shufro Rose & Co. LLC | 0.03% | No change | 864 | $347K |
| Everpar Advisors LLC | 0.17% | New | 862 | $346K |
| Roundview Capital LLC | 0.02% | Add +12.3% | 860 | $345K |
| Mayfair Advisory Group, LLC | 0.20% | Add +16.9% | 859 | $345K |
| Prepared Retirement Institute LLC | 0.20% | Add +8.6% | 858 | $344K |
| Invesco Ltd. | 0.00% | New | 852 | $342K |
| Lakeshore Financial Planning, Inc. | 0.15% | Reduce -3.5% | 851 | $342K |
| Orion Capital Management LLC | 0.15% | No change | 846 | $340K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Add +11.0% | 846 | $340K |
| Wood Tarver Financial Group, LLC | 0.11% | — | 846 | $339K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 844 | $339K |
| Shepherd Financial Partners LLC | 0.04% | Add +0.1% | 844 | $339K |
| SK Wealth Management, LLC | 0.17% | No change | 843 | $338K |
| Riversedge Advisors, LLC | 0.08% | Reduce -0.7% | 842 | $338K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Reduce -5.4% | 841 | $338K |
| Lokken Investment Group LLC | 0.15% | No change | 840 | $337K |
| Evoke Wealth, LLC | 0.01% | New | 839 | $337K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 838 | $337K |
| Millennium Capital Advisors, LLC | 0.23% | No change | 837 | $336K |
| Vertex Planning Partners, LLC | 0.07% | Add +4.5% | 836 | $336K |
| Goodwin Investment Advisory | 0.18% | No change | 836 | $336K |
| Main Street Research LLC | 0.02% | Add +20.1% | 835 | $335K |
| Foster & Motley Inc. | 0.02% | No change | 835 | $335K |
| Prasad Wealth Partners, LLC | 0.11% | — | 833 | $335K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.12% | No change | 815 | $335K |
| Cedar Wealth Management, LLC | 0.12% | No change | 832 | $334K |
| Hollencrest Capital Management | 0.01% | Reduce -29.8% | 832 | $334K |
| Sachetta, LLC | 0.13% | Add +6800.0% | 828 | $333K |
| Janney Capital Management LLC | 0.02% | No change | 826 | $332K |
| Aspect Partners, LLC | 0.19% | No change | 825 | $331K |
| Precedent Wealth Partners, LLC | 0.11% | No change | 825 | $331K |
| M3 Advisory Group, LLC | 0.24% | No change | 821 | $330K |
| Parker Investment Management, LLC | 0.05% | No change | 821 | $330K |
| Dentgroup LLC | 0.25% | Reduce -88.1% | 816 | $328K |
| First Bancorp, Inc | 0.22% | No change | 815 | $327K |
| MKT Advisors LLC | 0.14% | Add +28.8% | 800 | $326K |
| Range Financial Group LLC | 0.15% | New | 810 | $325K |
| Columbia Asset Management | 0.06% | No change | 810 | $325K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.3% | 810 | $325K |
| Prospect Financial Services LLC | 0.18% | Reduce -0.9% | 809 | $325K |
| Old Port Advisors | 0.09% | Reduce -40.8% | 808 | $324K |
| Guyasuta Investment Advisors Inc. | 0.02% | Reduce -1.6% | 807 | $324K |
| Tiller Private Wealth, Inc. | 0.14% | No change | 806 | $324K |
| Grandfield & Dodd, LLC | 0.02% | No change | 804 | $323K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 803 | $322K |
| Montag & Caldwell, LLC | 0.07% | New | 803 | $322K |
| Edge Financial Advisors LLC | 0.29% | No change | 801 | $322K |
| Aspetuck Financial Management LLC | 0.25% | — | 800 | $321K |
| Summa Corp. | 0.16% | New | 798 | $320K |
| Pure Portfolios Holdings LLC | 0.12% | Reduce -0.5% | 797 | $320K |
| OneAscent Wealth Management LLC | 0.13% | Reduce -13.4% | 798 | $320K |
| Act Wealth Management, LLC | 0.15% | Add +27.4% | 796 | $320K |
| LVW Advisors, LLC | 0.04% | Add +35.1% | 796 | $320K |
| Kaufman Rossin Wealth, LLC | 0.33% | — | 795 | $319K |
| Federated Hermes, Inc. | 0.00% | New | 794 | $319K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 791 | $318K |
| Astoria Portfolio Advisors LLC. | 0.11% | Add +4.7% | 802 | $317K |
| Bonfire Financial | 0.29% | — | 789 | $317K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 788 | $316K |
| Austin Asset Management Co Inc | 0.07% | No change | 788 | $316K |
| Fairway Wealth LLC | 0.14% | New | 784 | $315K |
| Rothschild Wealth LLC | 0.09% | Reduce -95.6% | 784 | $315K |
| Fragasso Financial Advisors Inc | 0.02% | Add +1.9% | 783 | $314K |
| Twin Peaks Wealth Advisors, LLC | 0.13% | Reduce -55.5% | 781 | $314K |
| Generation Capital Management LLC | 0.27% | — | 780 | $313K |
| Future You Wealth LLC | 0.22% | — | 774 | $311K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | No change | 773 | $310K |
| Boston Research & Management Inc. | 0.08% | No change | 772 | $310K |
| Lake Street Private Wealth, LLC | 0.05% | Reduce -11.4% | 770 | $309K |
| Emergent Wealth Advisors, LLC | 0.22% | Add +0.1% | 769 | $309K |
| Auxano Advisors, LLC | 0.08% | Reduce -0.9% | 767 | $308K |
| Marietta Investment Partners LLC | 0.07% | Reduce -0.7% | 766 | $308K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +23.9% | 766 | $308K |
| Certus Wealth Management, LLC | 0.20% | No change | 739 | $305K |
| MGB Wealth Management, LLC | 0.09% | No change | 750 | $304K |
| Hobbs Group Advisors, LLC | 0.11% | No change | 753 | $302K |
| Brave Asset Management Inc. | 0.10% | No change | 752 | $302K |
| Legacy Bridge, LLC | 0.16% | No change | 750 | $301K |
| Creative Capital Management Investments LLC | 0.13% | No change | 750 | $301K |
| Granite Bay Wealth Management, LLC | 0.11% | New | 750 | $301K |
| Aspire Growth Partners LLC | 0.29% | — | 748 | $300K |
| Lion Street Advisors, LLC | 0.10% | Add +0.3% | 745 | $299K |
| Cornerstone Management, Inc. | 0.06% | Reduce -4.5% | 743 | $298K |
| AA Financial Advisors, LLC | 0.08% | No change | 741 | $298K |
| First National Bank & Trust Co. of Newtown | 0.06% | No change | 741 | $298K |
| Opulen Financial Group LLC | 0.27% | — | 740 | $297K |
| Aurora Private Wealth, Inc. | 0.22% | Add +0.1% | 740 | $297K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 790 | $297K |
| Novare Capital Management LLC | 0.03% | No change | 738 | $296K |
| Clean Yield Group | 0.09% | Reduce -16.9% | 738 | $296K |
| Boston Common Asset Management, LLC | 0.01% | No change | 738 | $296K |
| Delta Financial Advisors LLC | 0.11% | New | 736 | $296K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 727 | $295K |
| Horizons Wealth Management | 0.23% | No change | 732 | $294K |
| RFG - Bristol Wealth Advisors, LLC | 0.10% | — | 729 | $293K |
| Bigelow Investment Advisors, LLC | 0.14% | Reduce -13.6% | 728 | $292K |
| Heritage Family Offices, LLP | 0.15% | Reduce -15.6% | 726 | $292K |
| Avondale Wealth Management | 0.19% | No change | 725 | $291K |
| Buttonwood Financial Advisors Inc. | 0.13% | No change | 725 | $291K |
| Planning Center, Inc. | 0.04% | Reduce -12.2% | 723 | $290K |
| Winnacle Wealth LLC | 0.29% | — | 721 | $289K |
| LaFleur & Godfrey LLC | 0.04% | No change | 720 | $289K |
| Jim Saulnier & Associates, LLC | 0.25% | No change | 719 | $289K |
| LexAurum Advisors, LLC | 0.06% | New | 719 | $289K |
| TD Capital Management LLC | 0.03% | No change | 717 | $288K |
| L.M. Kohn & Company | 0.07% | No change | 717 | $288K |
| Inspirion Wealth Advisors, LLC | 0.04% | No change | 711 | $287K |
| WealthTrust Axiom LLC | 0.09% | No change | 714 | $287K |
| Ulland Investment Advisors, LLC | 0.20% | Reduce -3.3% | 711 | $286K |
| Morton Brown Family Wealth, LLC | 0.10% | No change | 712 | $286K |
| Prosperity Financial Group, Inc. | 0.14% | Add +3.2% | 710 | $285K |
| Jamison Private Wealth Management, Inc. | 0.04% | Reduce -0.8% | 708 | $284K |
| Thoma Capital Management LLC | 0.19% | — | 705 | $283K |
| Jacksonville Wealth Management, LLC | 0.26% | — | 701 | $282K |
| Aldebaran Financial Inc. | 0.33% | No change | 694 | $281K |
| Sequent Asset Management, LLC | 0.14% | No change | 700 | $281K |
| Morse Asset Management, Inc | 0.07% | No change | 700 | $281K |
| North Star Asset Management Inc. | 0.01% | New | 696 | $280K |
| Stonebrook Private Inc. | 0.07% | Reduce -26.3% | 694 | $279K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | New | 692 | $278K |
| Baugh & Associates, LLC | 0.14% | Reduce -6.8% | 690 | $277K |
| Affinity Wealth Management LLC | 0.05% | No change | 690 | $277K |
| Oak Harvest Investment Services | 0.04% | No change | 687 | $276K |
| Kelleher Financial Advisors | 0.10% | Add +11.3% | 682 | $274K |
| Mitchell Sinkler & Starr | 0.07% | Add +94.3% | 680 | $273K |
| Aspen Investment Management Inc | 0.13% | No change | 680 | $273K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 679 | $273K |
| Strata Wealth Advisors, LLC | 0.09% | No change | 678 | $272K |
| Keystone Financial Group | 0.03% | Add +0.5% | 677 | $272K |
| Trust Co | 0.03% | Reduce -4.5% | 675 | $271K |
| Pacific Center for Financial Services | 0.07% | No change | 673 | $270K |
| Indie Asset Partners, LLC | 0.21% | No change | 672 | $270K |
| New Century Financial Group, LLC | 0.11% | Reduce -3.8% | 661 | $269K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 670 | $269K |
| Robinswood Financial LLC | 0.10% | Add +0.1% | 669 | $269K |
| Standard Family Office LLC | 0.32% | No change | 668 | $268K |
| Golden State Wealth Management, LLC | 0.04% | — | 667 | $268K |
| Old Second National Bank of Aurora | 0.06% | No change | 667 | $268K |
| Cetera Trust Company, N.A | 0.17% | No change | 666 | $267K |
| Andrews, Lucia Wealth Management LLC | 0.18% | No change | 711 | $267K |
| Objective Capital Management, LLC | 0.18% | Reduce -87.7% | 663 | $266K |
| Bowman & Co S.C. | 0.14% | No change | 661 | $266K |
| Flavin Financial Services, Inc. | 0.25% | — | 659 | $265K |
| Canopy Partners, LLC | 0.10% | No change | 657 | $264K |
| MPWM Advisory Solutions, LLC | 0.19% | — | 656 | $264K |
| Five Oceans Advisors | 0.12% | Reduce -27.1% | 655 | $263K |
| LongView Wealth Management | 0.08% | Reduce -26.7% | 654 | $262K |
| Advus Financial Partners, LLC | 0.07% | Add +0.1% | 653 | $262K |
| Eastover Investment Advisors LLC | 0.12% | Reduce -16.6% | 652 | $262K |
| Foster Group, Inc. | 0.01% | Reduce -15.7% | 651 | $262K |
| Security Financial Services, INC. | 0.05% | No change | 649 | $261K |
| M.E. Allison & Co., Inc. | 0.29% | — | 646 | $259K |
| HM Payson & Co. | 0.00% | No change | 645 | $259K |
| RVW Wealth, LLC | 0.02% | Reduce -8.9% | 645 | $259K |
| Howard Financial Services, LTD. | 0.04% | Add +0.2% | 644 | $259K |
| All Terrain Financial Advisors, LLC | 0.10% | No change | 643 | $258K |
| Fiduciary Group, LLC | 0.03% | No change | 641 | $257K |
| Investors Research Corp | 0.06% | Reduce -3.6% | 640 | $257K |
| Nova Wealth Management, Inc. | 0.22% | — | 638 | $256K |
| Accel Wealth Management | 0.10% | No change | 637 | $256K |
| Valtinson Bruner Financial Planning LLC | 0.09% | No change | 637 | $256K |
| Global Assets Advisory, LLC | 0.14% | Reduce -0.9% | 637 | $255K |
| West Financial Advisors, LLC | 0.05% | New | 635 | $255K |
| Householder Group Estate & Retirement Specialist, LLC | 0.19% | Reduce -89.0% | 635 | $255K |
| Opal Wealth Advisors, LLC | 0.08% | New | 634 | $255K |
| Davidson Investment Advisors | 0.01% | Reduce -14.8% | 633 | $254K |
| IFS Advisors, LLC | 0.20% | Reduce -4.7% | 631 | $253K |
| Stephen J. Garry & Associates, LLC | 0.23% | No change | 630 | $253K |
| Meridian Investment Counsel Inc. | 0.08% | No change | 630 | $253K |
| Montz Harcus Wealth Management LLC | 0.14% | Add +0.2% | 628 | $252K |
| Bay Rivers Group | 0.12% | No change | 624 | $251K |
| Powell Investment Advisors, LLC | 0.12% | No change | 624 | $251K |
| Register Financial Advisors LLC | 0.13% | Add +4.0% | 624 | $250K |
| Gill Capital Partners, LLC | 0.09% | No change | 623 | $250K |
| Callan Capital, LLC | 0.02% | No change | 622 | $250K |
| 44 Wealth Management LLC | 0.10% | No change | 620 | $249K |
| Melfa Wealth Management, Inc. | 0.17% | Reduce -0.8% | 620 | $249K |
| REDW Wealth LLC | 0.09% | Reduce -54.3% | 619 | $249K |
| Kelman-Lazarov, Inc. | 0.04% | No change | 619 | $249K |
| Philadelphia Trust Co. | 0.02% | No change | 616 | $247K |
| RDA Financial Network | 0.07% | Add +1.7% | 614 | $247K |
| Wolff Wiese Magana LLC | 0.16% | No change | 612 | $246K |
| Collaborative Wealth Managment Inc. | 0.11% | Reduce -7.1% | 611 | $245K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 610 | $245K |
| TPG Advisors LLC | 0.19% | No change | 610 | $245K |
| Exchange Capital Management, Inc. | 0.04% | No change | 610 | $245K |
| Holderness Investments Co. | 0.05% | No change | 610 | $245K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -9.0% | 609 | $245K |
| Vestor Capital, LLC | 0.02% | Add +0.7% | 605 | $243K |
| Outlook Wealth Advisors, LLC | 0.07% | New | 604 | $243K |
| 1776 Wealth LLC | 0.11% | No change | 603 | $242K |
| Werba Rubin Papier Wealth Management | 0.06% | No change | 602 | $242K |
| Portfolio Design Labs, LLC | 0.05% | No change | 602 | $242K |
| Eagle Ridge Investment Management | 0.02% | No change | 600 | $241K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 600 | $241K |
| Richard P Slaughter Associates Inc | 0.05% | Add +6.0% | 598 | $240K |
| Chilton Capital Management LLC | 0.01% | Reduce -23.3% | 598 | $240K |
| Fulcrum Capital LLC | 0.05% | New | 597 | $240K |
| Benin Management CORP | 0.07% | No change | 596 | $239K |
| Floyd Financial Group LLC | 0.20% | — | 600 | $239K |
| Kellett Wealth Advisors, LLC | 0.16% | Add +1.2% | 592 | $238K |
| Claris Financial LLC | 0.16% | — | 591 | $237K |
| Compass Capital Corp. /Ma/ | 0.09% | — | 578 | $237K |
| First National Bank of Omaha | 0.02% | No change | 588 | $236K |
| New England Professional Planning Group Inc. | 0.12% | No change | 584 | $235K |
| CVA Family Office, LLC | 0.04% | No change | 584 | $235K |
| Noesis Capital Mangement Corp. | 0.04% | Reduce -2.5% | 583 | $234K |
| Medallion Wealth Advisors, LLC | 0.12% | — | 632 | $234K |
| Financial Advisors Network, Inc. | 0.04% | — | 580 | $233K |
| Kestra Investment Management, LLC | 0.01% | Reduce -1.0% | 579 | $233K |
| Amara Financial, Llc. | 0.21% | No change | 577 | $232K |
| TCFG Wealth Management, LLC | 0.12% | No change | 577 | $232K |
| Boston Trust Walden Corp | 0.00% | No change | 575 | $231K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -71.7% | 579 | $231K |
| Vident Advisory, LLC | 0.00% | No change | 573 | $230K |
| TFG Advisers LLC | 0.08% | No change | 572 | $230K |
| Vickerman Investment Advisors, Inc. | 0.06% | No change | 572 | $230K |
| Missouri Trust & Investment Co | 0.08% | Add +42.5% | 570 | $229K |
| HTLF Bank | 0.03% | No change | 569 | $228K |
| Oxbow Advisors, LLC | 0.03% | Reduce -6.4% | 569 | $228K |
| Cassady Schiller Wealth Management, LLC | 0.08% | No change | 567 | $228K |
| Burns Matteson Capital Management, LLC | 0.13% | No change | 566 | $227K |
| Childress Capital Advisors, LLC | 0.06% | No change | 566 | $227K |
| Lazari Capital Management, Inc. | 0.09% | No change | 565 | $227K |
| William Mack & Associates, Inc. | 0.24% | — | 565 | $227K |
| Atlas Legacy Advisors, LLC | 0.05% | — | 563 | $226K |
| Strait & Sound Wealth Management LLC | 0.10% | No change | 560 | $225K |
| Sunbeam Capital Management, LLC | 0.21% | — | 560 | $225K |
| Symmetry Partners, LLC | 0.03% | New | 557 | $224K |
| SignalPoint Asset Management, LLC | 0.05% | New | 556 | $223K |
| Bison Wealth, LLC | 0.03% | — | 553 | $222K |
| Focused Wealth Management, Inc | 0.03% | No change | 552 | $222K |
| Arbor Wealth Advisors LLC | 0.20% | No change | 550 | $221K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 550 | $221K |
| Arcadia Wealth Management, LLC | 0.11% | Reduce -94.5% | 547 | $220K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 547 | $220K |
| Bridgewealth Advisory Group, LLC | 0.06% | New | 527 | $219K |
| Chesapeake Wealth Management | 0.08% | No change | 545 | $219K |
| Evernest Financial Advisors, LLC | 0.06% | No change | 545 | $219K |
| Sicart Associates LLC | 0.08% | No change | 544 | $218K |
| Capstone Wealth Management Group LLC | 0.17% | — | 543 | $218K |
| Fielder Capital Group LLC | 0.07% | No change | 542 | $218K |
| Waddell & Associates, LLC | 0.02% | New | 542 | $218K |
| Broadleaf Partners, LLC | 0.05% | Reduce -43.7% | 539 | $216K |
| BLB&B Advisors, LLC | 0.01% | No change | 539 | $216K |
| West Branch Capital LLC | 0.07% | Reduce -3.4% | 538 | $216K |
| Bank of Marin | 0.17% | Reduce -6.5% | 536 | $215K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | No change | 535 | $215K |
| Shelton Wealth Management, LLC | 0.12% | No change | 534 | $214K |
| Strategic Advisors LLC | 0.04% | No change | 534 | $214K |
| Trifecta Capital Advisors, LLC | 0.04% | Add +77.3% | 532 | $214K |
| Synergy Investment Management, LLC | 0.09% | — | 531 | $213K |
| Altfest L J & Co. Inc. | 0.03% | New | 531 | $213K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 530 | $213K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -0.8% | 530 | $213K |
| Everest Private Wealth | 0.19% | — | 529 | $213K |
| Wealth Advisory Solutions, LLC | 0.06% | New | 529 | $212K |
| Monument Group Wealth Advisors, LLC | 0.15% | New | 528 | $212K |
| Endowment Wealth Management, Inc. | 0.14% | New | 528 | $212K |
| S&T Bank | 0.07% | New | 527 | $212K |
| Sterling Wealth Management, Inc. | 0.08% | New | 525 | $211K |
| Southeast Asset Advisors, LLC | 0.03% | Reduce -18.7% | 525 | $211K |
| Mb, Levis & Associates, LLC | 0.11% | No change | 525 | $211K |
| Glassy Mountain Advisors, Inc. | 0.07% | New | 523 | $210K |
| Enzi Wealth | 0.08% | New | 505 | $210K |
| Kondo Wealth Advisors, Inc. | 0.11% | — | 522 | $210K |
| BNC Wealth Management, LLC | 0.07% | New | 521 | $209K |
| Measured Wealth Private Client Group, LLC | 0.07% | Reduce -41.0% | 521 | $209K |
| Accelerate Investment Advisors LLC | 0.18% | New | 519 | $209K |
| North Point Portfolio Managers Corp. | 0.04% | New | 519 | $208K |
| Olistico Wealth, LLC | 0.12% | Add +0.2% | 517 | $207K |
| East Coast Asset Management, LLC. | 0.07% | New | 514 | $206K |
| Johnson & White Wealth Management, LLC | 0.12% | New | 515 | $206K |
| Afg Fiduciary Services Limited Partnership | 0.15% | Reduce -9.8% | 508 | $206K |
| Family Office Research LLC | 0.09% | — | 512 | $206K |
| Everhart Financial Group, Inc. | 0.04% | New | 510 | $205K |
| Drake & Associates, LLC | 0.06% | New | 502 | $205K |
| Atlantic Union Bankshares Corp | 0.01% | New | 508 | $204K |
| Aegis Wealth Management LLC | 0.14% | — | 507 | $204K |
| Fogel Capital Management, Inc. | 0.10% | New | 505 | $203K |
| Arcadia Investment Management Corp. | 0.03% | Add +0.8% | 504 | $202K |
| National Wealth Management Group, LLC | 0.13% | Reduce -57.3% | 504 | $202K |
| Pecaut & Co. | 0.07% | New | 504 | $202K |
| BCS Wealth Management | 0.05% | New | 502 | $202K |
| Future Financial Wealth Managment LLC | 0.15% | No change | 503 | $202K |
| Randolph Co Inc | 0.02% | New | 503 | $202K |
| Harmony Asset Management LLC | 0.08% | Reduce -10.5% | 502 | $202K |
| TTP Investments, Inc. | 0.07% | New | 501 | $201K |
| Fulton Breakefield Broenniman LLC | 0.01% | New | 501 | $201K |
| Keystone Financial Group, Inc. | 0.16% | — | 501 | $201K |
| Core Wealth Partners LLC | 0.12% | New | 500 | $201K |
| Fernwood Investment Management, LLC | 0.07% | New | 500 | $201K |
| Sugar Maple Asset Management, LLC | 0.15% | Reduce -10.7% | 499 | $200K |
| Absolute Capital Management, LLC | 0.11% | New | 495 | $200K |
| Global Wealth Strategies & Associates | 0.06% | Reduce -4.1% | 494 | $198K |
| First PREMIER Bank | 0.05% | No change | 483 | $194K |
| Front Row Advisors LLC | 0.07% | Reduce -1.6% | 480 | $193K |
| Kiely Wealth Advisory Group, Inc. | 0.12% | No change | 466 | $192K |
| Fairscale Capital, LLC | 0.16% | Reduce -5.0% | 476 | $191K |
| Bernard Wealth Management Corp. | 0.09% | — | 474 | $190K |
| Legacy Investment Solutions, LLC | 0.12% | Add +9.9% | 465 | $190K |
| Legacy Wealth Managment, LLC | 0.12% | Add +9.9% | 465 | $190K |
| WealthCollab, LLC | 0.12% | No change | 462 | $186K |
| Horrell Capital Management, Inc. | 0.05% | No change | 450 | $181K |
| Hopwood Financial Services, Inc. | 0.13% | — | 442 | $177K |
| SJS Investment Consulting Inc. | 0.03% | Add +3.1% | 438 | $176K |
| PFG Private Wealth Management, LLC | 0.10% | Reduce -17.3% | 435 | $175K |
| Arjuna Capital | 0.05% | No change | 431 | $173K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 428 | $172K |
| Core Alternative Capital | 0.04% | Reduce -18.7% | 422 | $169K |
| Kennebec Savings Bank | 0.17% | Reduce -13.0% | 427 | $169K |
| Westend Capital Management, LLC | 0.05% | No change | 420 | $169K |
| Bear Mountain Capital, Inc. | 0.07% | Reduce -8.5% | 400 | $167K |
| Alcosta Capital Management, Inc. | 0.10% | New | 414 | $166K |
| Promus Capital, LLC | 0.13% | — | 410 | $165K |
| Element Wealth, LLC | 0.08% | Reduce -69.3% | 401 | $161K |
| FLP Wealth Management, LLC | 0.41% | — | 401 | $161K |
| Capital Investment Counsel, Inc | 0.02% | No change | 400 | $161K |
| Caitlin John, LLC | 0.11% | No change | 398 | $160K |
| Private Wealth Management Group, LLC | 0.06% | No change | 395 | $159K |
| MRP Capital Investments, LLC | 0.14% | No change | 393 | $158K |
| Sellwood Investment Partners LLC | 0.08% | — | 385 | $155K |
| ARK Investment Management | 0.00% | Add +1090.6% | 381 | $153K |
| JDM Financial Group LLC | 0.08% | Add +0.3% | 378 | $152K |
| Centerpoint Advisors, LLC | 0.05% | Reduce -56.1% | 375 | $151K |
| Howe & Rusling Inc. | 0.01% | Add +38.0% | 374 | $150K |
| Compass Planning Associates Inc | 0.15% | — | 373 | $150K |
| Financial Gravity Companies, Inc. | 0.03% | Reduce -17.7% | 371 | $149K |
| Pineridge Advisors LLC | 0.06% | Reduce -12.5% | 371 | $149K |
| Viewpoint Capital Management LLC | 0.08% | No change | 362 | $145K |
| GKV Capital Management Co., Inc. | 0.06% | — | 360 | $145K |
| United Community Bank | 0.06% | Add +62.9% | 360 | $145K |
| SRH Advisors, LLC | 0.04% | No change | 356 | $143K |
| SIMA Wealth Partners, LLC | 0.12% | No change | 354 | $142K |
| Morling Financial Advisors, LLC | 0.05% | No change | 354 | $142K |
| Peregrine Capital Management LLC | 0.00% | New | 351 | $141K |
| Legend Financial Advisors, Inc. | 0.10% | Reduce -3.9% | 350 | $141K |
| TruNorth Capital Management, LLC | 0.04% | No change | 349 | $140K |
| Perkins Coie Trust Co | 0.03% | Reduce -6.1% | 338 | $136K |
| Horizon Investments, LLC | 0.00% | Add +0.9% | 337 | $135K |
| Topsail Wealth Management, LLC | 0.03% | — | 336 | $135K |
| Noble Wealth Management PBC | 0.09% | — | 332 | $133K |
| Cornerstone National Bank & Trust Co | 0.06% | Reduce -45.4% | 331 | $133K |
| Davis Capital Management | 0.11% | No change | 327 | $131K |
| Truvestments Capital LLC | 0.03% | Add +351.4% | 325 | $130K |
| CarsonAllaria Wealth Management, Ltd. | 0.07% | No change | 323 | $130K |
| Evergreen Private Wealth LLC | 0.06% | No change | 313 | $126K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 310 | $124K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -11.5% | 301 | $122K |
| Templeton & Phillips Capital Management, LLC | 0.10% | No change | 300 | $120K |
| Talon Private Wealth, LLC | 0.03% | No change | 300 | $120K |
| Crews Bank & Trust | 0.02% | — | 293 | $118K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 291 | $117K |
| Transce3nd, LLC | 0.04% | — | 278 | $112K |
| High Note Wealth, LLC | 0.03% | New | 275 | $110K |
| Tidemark, LLC | 0.04% | No change | 270 | $108K |
| Belmont Capital, LLC | 0.02% | No change | 266 | $107K |
| Clear Investment Research, LLC | 0.13% | No change | 257 | $103K |
| Wingate Wealth Advisors, Inc. | 0.10% | — | 256 | $103K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 255 | $102K |
| Field & Main Bank | 0.04% | No change | 255 | $102K |
| CoreFirst Bank & Trust | 0.06% | No change | 250 | $100K |
| Red Lighthouse Investment Management, LLC | 0.04% | Reduce -8.1% | 250 | $100K |
| SYM FINANCIAL Corp | 0.01% | Add +3.4% | 245 | $99K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | No change | 242 | $97K |
| Centricity Wealth Management, LLC | 0.09% | — | 240 | $96K |
| Albion Financial Group | 0.01% | Add +0.4% | 240 | $96K |
| Wintrust Investments LLC | 0.08% | Add +4.6% | 227 | $91K |
| Briaud Financial Planning Inc | 0.04% | New | 227 | $91K |
| Hanson & Doremus Investment Management | 0.01% | No change | 227 | $91K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -20.1% | 226 | $91K |
| Luken Investment Analytics, LLC | 0.04% | No change | 225 | $90K |
| WR Wealth Planners, LLC | 0.03% | Add +89.8% | 224 | $90K |
| Continuum Advisory, LLC | 0.01% | No change | 221 | $89K |
| Comprehensive Financial Planning, Inc. | 0.07% | — | 210 | $84K |
| Kiker Wealth Management, LLC | 0.07% | — | 203 | $82K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -1.0% | 202 | $81K |
| Atlantic Private Wealth, LLC | 0.06% | No change | 202 | $81K |
| RE Dickinson Investment Advisors, LLC | 0.07% | No change | 202 | $81K |
| Decker Retirement Planning Inc. | 0.05% | — | 202 | $81K |
| Winthrop Capital Management, LLC | 0.02% | New | 200 | $81K |
| Mill Capital Management, LLC | 0.01% | No change | 200 | $80K |
| VSM Wealth Advisory, LLC | 0.03% | — | 184 | $74K |
| Financial Freedom, LLC | 0.04% | No change | 183 | $73K |
| Avion Wealth | 0.02% | No change | 183 | $73K |
| Accredited Wealth Management, LLC | 0.06% | — | 179 | $72K |
| Richardson Financial Services Inc. | 0.05% | Reduce -32.6% | 178 | $72K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -77.0% | 166 | $67K |
| Fairman Group, LLC | 0.05% | Reduce -8.7% | 157 | $63K |
| Delta Asset Management LLC | 0.01% | No change | 155 | $62K |
| Millstone Evans Group, LLC | 0.04% | — | 152 | $61K |
| CNB Bank | 0.03% | No change | 151 | $61K |
| Tanaka Capital Management Inc. | 0.14% | No change | 149 | $60K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 149 | $60K |
| Abound Wealth Management | 0.02% | Add +14500.0% | 146 | $59K |
| Westside Investment Management, Inc. | 0.01% | No change | 145 | $58K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Reduce -50.2% | 143 | $58K |
| Sawyer & Company, Inc | 0.02% | No change | 141 | $57K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | Add +122.2% | 140 | $56K |
| Cape Investment Advisory, Inc. | 0.02% | Add +65.4% | 134 | $54K |
| Kimelman & Baird, LLC | 0.00% | No change | 130 | $52K |
| Peoples Financial Services Corp. | 0.02% | No change | 130 | $52K |
| Byrne Asset Management LLC | 0.04% | No change | 129 | $52K |
| one8zero8, LLC | 0.01% | — | 118 | $47K |
| Elequin Capital, LP | 0.01% | New | 117 | $47K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 114 | $46K |
| POM Investment Strategies, LLC | 0.03% | No change | 114 | $46K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 102 | $41K |
| Cranbrook Wealth Management, LLC | 0.01% | Add +2.0% | 102 | $41K |
| Main Street Group, LTD | 0.02% | No change | 100 | $40K |
| Citizens National Bank Trust Department | 0.01% | No change | 100 | $40K |
| Security National Bank | 0.01% | New | 100 | $40K |
| TCTC Holdings, LLC | 0.00% | No change | 100 | $40K |
| Peterson Wealth Services | 0.01% | New | 87 | $35K |
| Creekmur Asset Management LLC | 0.01% | No change | 79 | $32K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 78 | $31K |
| Holos Integrated Wealth LLC | 0.02% | — | 74 | $30K |
| Twin Lakes Capital Management, LLC | 0.02% | No change | 71 | $29K |
| Signature Resources Capital Management, LLC | 0.03% | New | 70 | $28K |
| Gables Capital Management Inc. | 0.01% | No change | 69 | $28K |
| Runnymede Capital Advisors, Inc. | 0.02% | — | 66 | $27K |
| Tower View Wealth Management LLC | 0.01% | No change | 59 | $24K |
| Painted Porch Advisors LLC | 0.01% | Reduce -94.5% | 57 | $23K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 56 | $22K |
| Raffa Wealth Management, LLC | 0.01% | No change | 55 | $22K |
| Clearstead Trust, LLC | 0.00% | No change | 55 | $22K |
| Ameriflex Group, Inc. | 0.01% | — | 53 | $22K |
| AllSquare Wealth Management LLC | 0.01% | No change | 54 | $22K |
| Roxbury Financial LLC | 0.02% | — | 54 | $22K |
| Armor Investment Advisors, LLC | 0.01% | No change | 50 | $20K |
| Retirement Wealth Solutions LLC | 0.02% | — | 49 | $20K |
| Flagship Wealth Advisors, LLC | 0.01% | — | 47 | $19K |
| HighMark Wealth Management LLC | 0.01% | Reduce -23.2% | 43 | $17K |
| Nemes Rush Group LLC | 0.00% | Add +26.5% | 43 | $17K |
| Brooklyn Investment Group | 0.00% | New | 38 | $15K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -49.4% | 39 | $15K |
| Resources Management Corp. /CT/ | 0.00% | No change | 37 | $15K |
| Founders Capital Management | 0.01% | No change | 36 | $14K |
| Global Financial Private Client, LLC | 0.01% | No change | 35 | $14K |
| PMV Capital Advisers, LLC | 0.04% | — | 34 | $14K |
| Pathway Financial Advisers, LLC | 0.00% | Add +3.0% | 34 | $13K |
| Red Tortoise LLC | 0.01% | No change | 33 | $13K |
| Wagner Wealth Management, LLC | 0.00% | No change | 32 | $13K |
| Luminist Capital LLC | 0.02% | — | 30 | $12K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 30 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 27 | $11K |
| Putney Financial Group LLC | 0.01% | — | 25 | $10K |
| Broadwater Capital Management LLC | 0.01% | No change | 25 | $10K |
| Atlatl Advisers LLC | 0.01% | — | 25 | $10K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | New | 24 | $10K |
| 10Elms LLP | 0.01% | — | 22 | $9K |
| Ridgewood Investments LLC | 0.00% | No change | 21 | $8K |
| First Community Trust NA | 0.01% | No change | 20 | $8K |
| Dunhill Financial, LLC | 0.00% | New | 20 | $8K |
| Tucker Asset Management LLC | 0.00% | Add +53.9% | 20 | $8K |
| Synergy Asset Management, LLC | 0.00% | New | 21 | $8K |
| Menard Financial Group LLC | 0.00% | New | 17 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 17 | $7K |
| Winch Advisory Services, LLC | 0.00% | No change | 15 | $6K |
| Hexagon Capital Partners LLC | 0.00% | No change | 14 | $6K |
| American Capital Advisory, LLC | 0.00% | No change | 13 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 13 | $5K |
| Lanark Financial, Inc. | 0.45% | — | 12 | $5K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 12 | $5K |
| Bangor Savings Bank | 0.00% | No change | 10 | $4K |
| Mattson Financial Services, LLC | 0.00% | New | 10 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 8 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 6 | $2K |
| Capital & Planning, LLC | 0.00% | — | 5 | $2K |
| Park Square Financial Group, LLC | 0.00% | — | 5 | $2K |
| Islay Capital Management, LLC | 0.00% | No change | 4 | $2K |
| Concord Wealth Partners | 0.00% | Reduce -93.3% | 3 | $1K |
| Greenline Partners, LLC | 0.00% | New | 3 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.9% | 1 | $402 |
"% of holder's portfolio" is IWF's weight in each manager's 13F, not the share of iShares Russell 1000 Growth the manager owns.