iShares Russell 1000 GrowthIWFETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 2,219 institutions reported holding iShares Russell 1000 Growth (IWF) in their 13F filings, down 90 from Q4 2024. 89 opened new positions and 153 sold out. The largest holders were Bank of America Corp. ($11.0B), Morgan Stanley ($9.0B) and Goldman Sachs Group Inc. ($3.5B). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares Russell 1000 Growth
- CUSIP
- 464287614
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $130.1M |
| Exits | 153 | $209.3M |
All 13F filers, Q4 2024 → Q1 2025: 6,729,818 shares bought and 4,599,054 shares sold, net +2,130,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,219 holders
| Bank of America Corp. | 0.98% | Reduce -0.4% | 30,446,679 | $11.0B |
| Morgan Stanley | 0.64% | Add +3.5% | 24,890,234 | $9.0B |
| Goldman Sachs Group Inc. | 0.66% | Add +0.7% | 9,688,217 | $3.5B |
| FMR LLC | 0.22% | Add +0.1% | 9,461,711 | $3.4B |
| JPMorgan Chase & Co. | 0.19% | Reduce -4.4% | 6,805,171 | $2.5B |
| UBS Group AG | 0.51% | Add +1.9% | 6,312,798 | $2.3B |
| Envestnet Asset Management Inc. | 0.61% | Reduce -3.1% | 5,214,745 | $1.9B |
| Northern Trust Corp. | 0.27% | Add +4.3% | 5,109,809 | $1.8B |
| Wells Fargo & Company | 0.38% | Reduce -2.8% | 4,389,615 | $1.6B |
| Raymond James Financial Inc. | 0.46% | Reduce -0.7% | 3,379,991 | $1.2B |
| LPL Financial LLC | 0.46% | Add +4.3% | 3,280,071 | $1.2B |
| PNC Financial Services Group, Inc. | 0.59% | Reduce -0.7% | 3,099,072 | $1.1B |
| M&T Bank Corp | 3.33% | Reduce -8.1% | 2,532,849 | $914.5M |
| Baird Financial Group, Inc. | 1.64% | Add +0.1% | 2,357,714 | $851.3M |
| Commonwealth Equity Services, LLC | 1.11% | Add +3.6% | 2,173,269 | $784.7M |
| Truist Financial Corp. | 1.24% | Reduce -1.4% | 2,141,324 | $773.2M |
| Tiaa Trust, National Association | 2.29% | Reduce -2.3% | 2,031,121 | $733.4M |
| Signaturefd, LLC | 12.69% | Reduce -10.3% | 1,854,718 | $669.7M |
| Royal Bank of Canada | 0.13% | Reduce -4.6% | 1,591,998 | $574.9M |
| Ameriprise Financial Inc. | 0.16% | Add +7.6% | 1,587,669 | $573.2M |
| Corient Private Wealth LP | 0.89% | Add +95.4% | 1,513,226 | $546.4M |
| CHURCHILL MANAGEMENT Corp | 6.33% | Reduce -0.3% | 1,382,503 | $499.2M |
| Stifel Financial Corp. | 0.51% | Add +0.0% | 1,337,186 | $482.9M |
| Circle Wealth Management, LLC | 10.78% | Reduce -0.0% | 1,288,458 | $465.2M |
| Wellington Management Group LLP | 0.09% | Add +311.4% | 1,285,798 | $464.3M |
| Cetera Investment Advisers | 0.88% | Reduce -0.7% | 1,255,951 | $453.5M |
| Bank of New York Mellon Corp | 0.09% | Reduce -6.9% | 1,220,444 | $440.7M |
| BlackRock, Inc. | 0.01% | Add +12.9% | 1,218,953 | $440.2M |
| Synovus Financial Corp. | 5.61% | Reduce -6.4% | 1,201,149 | $433.7M |
| Nuveen, LLC | 0.13% | — | 1,176,471 | $424.8M |
| HighTower Advisors, LLC | 0.57% | Reduce -0.3% | 1,167,147 | $421.4M |
| US Bancorp \de | 0.51% | Add +0.6% | 1,059,634 | $382.6M |
| Two Sigma Investments, LP | 0.85% | Add +8.6% | 1,040,600 | $375.8M |
| GLOBALT Investments LLC / GA | 14.27% | Reduce -8.8% | 967,429 | $349.3M |
| Cerity Partners LLC | 0.69% | Reduce -1.4% | 930,805 | $336.1M |
| Rockefeller Capital Management L.P. | 0.75% | Add +11.0% | 837,481 | $302.4M |
| Janney Montgomery Scott LLC | 0.81% | Reduce -0.7% | 792,268 | $286.1M |
| Focus Partners Wealth | 0.72% | Reduce -1.7% | 791,207 | $285.7M |
| T. Rowe Price Associates Inc. | 0.04% | Add +7.5% | 786,659 | $284.1M |
| CIBC Private Wealth Group LLC | 0.59% | Reduce -8.5% | 866,018 | $277.5M |
| Prudential Financial Inc. | 0.37% | Reduce -12.8% | 725,072 | $261.8M |
| Sumitomo Mitsui Financial Group, Inc. | 4.57% | No change | 691,000 | $249.5M |
| Choreo, LLC | 3.67% | Reduce -3.2% | 654,674 | $236.4M |
| Northwestern Mutual Wealth Management Co. | 0.19% | Add +4.2% | 646,089 | $233.3M |
| Comerica Bank | 0.97% | Reduce -1.9% | 638,403 | $230.5M |
| Citigroup Inc. | 0.18% | Add +12.2% | 637,796 | $230.3M |
| NorthCoast Asset Management LLC | 1.15% | Reduce -1.3% | 635,881 | $229.6M |
| Osaic Holdings, Inc. | 0.51% | Add +5.3% | 630,401 | $227.7M |
| Waldron Private Wealth LLC | 10.07% | Reduce -0.1% | 590,658 | $213.3M |
| Natixis Advisors, LLC | 0.39% | Add +209.6% | 579,754 | $209.3M |
| 1ST Source Bank | 12.24% | Reduce -1.6% | 575,157 | $207.7M |
| Clearstead Advisors, LLC | 3.19% | Reduce -1.9% | 568,526 | $205.3M |
| Mariner, LLC | 0.34% | Add +3.2% | 563,439 | $203.5M |
| MML Investors Services, LLC | 0.66% | Add +2.3% | 551,968 | $199.3M |
| Cresset Asset Management, LLC | 0.94% | Reduce -1.0% | 517,849 | $187.0M |
| Regions Financial Corp. | 1.27% | Reduce -2.7% | 471,442 | $170.2M |
| Creative Planning | 0.16% | Add +1.8% | 462,628 | $167.1M |
| Commerce Bank | 1.04% | Add +2.2% | 452,214 | $163.3M |
| Captrust Financial Advisors | 0.39% | Add +1.3% | 433,886 | $156.7M |
| Ieq Capital, LLC | 1.23% | Add +12.0% | 428,978 | $154.9M |
| Staley Capital Advisers Inc. | 6.93% | Reduce -0.5% | 423,600 | $153.0M |
| MAI Capital Management | 1.15% | Reduce -1.4% | 420,529 | $151.8M |
| Wealth Enhancement Advisory Services, LLC | 0.28% | Add +1.5% | 410,733 | $148.3M |
| Fifth Third Bancorp | 0.56% | Reduce -2.8% | 409,589 | $147.9M |
| Stairway Partners, LLC | 8.70% | Add +0.6% | 391,092 | $141.2M |
| Mercer Global Advisors Inc. | 0.32% | Add +1.5% | 390,444 | $141.0M |
| Polen Capital Management LLC | 0.44% | Reduce -23.4% | 385,522 | $139.2M |
| American Century Companies Inc. | 0.08% | Reduce -23.1% | 373,782 | $135.0M |
| Johnson Financial Group, Inc. | 6.58% | Reduce -14.6% | 372,080 | $134.4M |
| Jones Financial Companies LLLP | 0.12% | Add +20.5% | 371,321 | $133.9M |
| Cullen/Frost Bankers, Inc. | 1.85% | Reduce -3.3% | 366,190 | $132.2M |
| D.A. Davidson & Co. | 1.05% | Reduce -1.7% | 361,876 | $130.7M |
| Thrivent Financial for Lutherans | 0.29% | Add +3.4% | 338,837 | $130.6M |
| Oakworth Capital, Inc. | 8.88% | Reduce -0.8% | 353,218 | $127.5M |
| Brown Advisory Inc. | 0.18% | Add +17.0% | 341,269 | $123.2M |
| J.Safra Asset Management Corp | 9.99% | Add +2.6% | 340,116 | $122.8M |
| Silvercrest Asset Management Group LLC | 0.88% | Add +12.2% | 338,646 | $122.3M |
| Bank of Montreal | 0.06% | Reduce -8.4% | 310,742 | $112.2M |
| Avantax Advisory Services, Inc. | 0.65% | Add +12.2% | 295,588 | $106.7M |
| Pathstone Holdings, LLC | 0.44% | Add +1.3% | 282,282 | $102.1M |
| Orion Porfolio Solutions, LLC | 0.98% | Reduce -5.3% | 275,977 | $99.7M |
| Orion Portfolio Solutions, LLC | 0.98% | Reduce -5.3% | 275,977 | $99.7M |
| Private Advisor Group, LLC | 0.60% | Reduce -1.9% | 274,790 | $99.2M |
| Modera Wealth Management, LLC | 1.30% | Reduce -1.8% | 266,543 | $96.2M |
| Moneta Group Investment Advisors LLC | 1.32% | Add +2.5% | 265,996 | $96.0M |
| Confluence Wealth Services, Inc. | 5.96% | Add +6.8% | 270,474 | $94.5M |
| Simon Quick Advisors, LLC | 5.11% | Reduce -3.1% | 248,816 | $89.8M |
| Stephens Inc. | 1.29% | Reduce -9.4% | 243,457 | $87.9M |
| Steward Partners Investment Advisory, LLC | 0.74% | Add +6.5% | 232,464 | $83.9M |
| Keybank National Association | 0.33% | Add +1.1% | 231,191 | $83.5M |
| HSBC Holdings PLC | 0.06% | Add +4.9% | 229,778 | $83.0M |
| Bank of Nova Scotia | 0.19% | No change | 229,000 | $82.7M |
| Qalhat Capital Ltd | 17.22% | Add +24.4% | 227,166 | $82.0M |
| Blair William & Co. | 0.24% | Add +1.9% | 220,623 | $79.7M |
| Wealthspire Advisors, LLC | 0.48% | Add +84.0% | 220,238 | $79.5M |
| Covenant Partners, LLC | 25.13% | Add +36.6% | 215,103 | $77.7M |
| Beacon Pointe Advisors, LLC | 0.87% | Reduce -7.3% | 214,634 | $77.5M |
| Bridges Investment Management Inc. | 1.11% | Reduce -3.9% | 213,831 | $77.2M |
| Lido Advisors, LLC | 0.45% | Add +2.0% | 208,405 | $75.3M |
| Alliancebernstein L.P. | 0.03% | Add +10.0% | 206,700 | $74.6M |
| First Business Financial Services, Inc. | 7.30% | Add +1.3% | 205,734 | $74.3M |
| Cedar Mountain Advisors, LLC | 16.47% | Reduce -0.5% | 203,612 | $73.5M |
| NewEdge Advisors, LLC | 0.42% | Reduce -2.9% | 195,688 | $70.7M |
| Baker Avenue Asset Management, LP | 2.20% | Add +0.0% | 194,499 | $70.2M |
| Equitable Holdings, Inc. | 0.66% | Reduce -12.1% | 193,693 | $69.9M |
| Allspring Global Investments Holdings, LLC | 0.12% | Add +5.9% | 192,150 | $69.9M |
| Graypoint LLC | 4.33% | Add +0.4% | 192,217 | $69.4M |
| Mesirow Financial Investment Management, Inc. | 1.34% | Reduce -0.8% | 191,203 | $69.0M |
| Stephens Group Asset Management, LLC | 5.38% | Add +10.4% | 184,726 | $66.7M |
| TruWealth Advisors, LLC | 4.02% | Add +2.1% | 184,525 | $66.6M |
| MV Capital Management, Inc. | 7.12% | Reduce -6.9% | 183,661 | $66.3M |
| Pinnacle Financial Partners Inc | 1.34% | Add +0.3% | 178,959 | $66.3M |
| EP Wealth Advisors, LLC | 0.51% | Reduce -3.0% | 178,504 | $64.5M |
| BTG Pactual Asset Management US LLC | 8.34% | Add +35.0% | 177,976 | $64.3M |
| Principal Financial Group Inc. | 0.03% | Add +6.3% | 170,997 | $61.7M |
| Ascent Wealth Partners, LLC | 8.10% | Add +3.2% | 167,181 | $60.4M |
| Waverly Advisors, LLC | 0.69% | Reduce -3.7% | 155,711 | $56.2M |
| FSA Wealth Management LLC | 22.94% | Add +0.0% | 149,714 | $54.1M |
| Capital Advisors, Ltd. LLC | 7.02% | Reduce -2.0% | 147,603 | $53.3M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Reduce -8.2% | 144,894 | $52.3M |
| CX Institutional | 1.94% | Add +39.6% | 142,684 | $51.5M |
| Kestra Advisory Services, LLC | 0.25% | Reduce -18.7% | 141,118 | $51.0M |
| Paulson Wealth Management Inc. | 14.19% | Add +4.7% | 139,566 | $50.4M |
| AMG National Trust Bank | 1.40% | Reduce -1.0% | 137,927 | $49.8M |
| Mission Wealth Management, LP | 1.21% | Add +28.2% | 133,502 | $48.2M |
| One Capital Management, LLC | 1.62% | Reduce -2.3% | 132,291 | $47.8M |
| Amundi | 0.02% | Reduce -0.9% | 131,944 | $47.6M |
| Hantz Financial Services, Inc. | 0.83% | Add +4.5% | 130,755 | $47.2M |
| Cynosure Group, LLC | 6.48% | Reduce -0.5% | 130,203 | $47.0M |
| Nadler Financial Group, Inc. | 5.13% | Reduce -2.5% | 128,284 | $46.3M |
| Avidian Wealth Enterprises, LLC | 2.06% | Reduce -3.1% | 128,079 | $46.2M |
| TD Private Client Wealth LLC | 1.27% | Reduce -2.8% | 128,041 | $46.2M |
| Ameritas Advisory Services, LLC | 1.85% | Add +4.0% | 122,388 | $45.9M |
| Allworth Financial LP | 0.26% | Reduce -1.9% | 126,791 | $45.6M |
| Sanctuary Advisors, LLC | 0.32% | Add +2.2% | 126,037 | $45.5M |
| Ellenbecker Investment Group | 8.17% | Add +21.1% | 125,702 | $45.4M |
| Rodgers & Associates, LTD | 5.48% | Reduce -0.9% | 124,469 | $44.9M |
| Congress Asset Management Co. | 0.33% | Add +107.2% | 122,423 | $44.2M |
| Berkshire Money Management, Inc. | 4.94% | Reduce -3.0% | 121,895 | $44.0M |
| Marquette Asset Management, LLC | 7.74% | Reduce -1.6% | 121,581 | $43.9M |
| Relyea Zuckerberg Hanson LLC | 5.88% | Add +0.2% | 120,965 | $43.7M |
| Capstone Financial Advisors, Inc. | 2.61% | Reduce -0.2% | 115,020 | $41.5M |
| Baron Silver Stevens Financial Advisors, LLC | 7.25% | Reduce -1.7% | 114,715 | $41.4M |
| NewEdge Wealth, LLC | 0.75% | Reduce -7.9% | 114,238 | $41.3M |
| NorthRock Partners, LLC | 1.39% | Reduce -5.1% | 114,193 | $41.2M |
| Integrated Investment Consultants, LLC | 8.13% | Add +0.8% | 113,031 | $40.8M |
| Financial Counselors Inc. | 0.61% | Reduce -6.1% | 111,331 | $40.2M |
| First Horizon Advisors, Inc. | 1.13% | Reduce -4.2% | 110,692 | $40.0M |
| Badgley Phelps Wealth Managers, LLC | 0.94% | Reduce -2.1% | 107,728 | $38.9M |
| Flaharty Asset Management, LLC | 5.53% | Reduce -16.2% | 106,086 | $38.3M |
| Savant Capital, LLC | 0.32% | Reduce -3.4% | 105,053 | $37.9M |
| E&G Advisors, LLC | 10.70% | Reduce -0.7% | 105,085 | $37.9M |
| RMR Wealth Builders | 3.95% | Reduce -2.9% | 104,060 | $37.6M |
| Kestra Private Wealth Services, LLC | 0.63% | Add +4.0% | 103,710 | $37.4M |
| Hirtle & Co., LLC | 1.69% | Reduce -2.3% | 102,789 | $37.1M |
| LBJ Family Wealth Advisors, Ltd. | 23.56% | Reduce -2.0% | 102,192 | $36.9M |
| RTD Financial Advisors, Inc. | 4.95% | Reduce -12.5% | 101,949 | $36.8M |
| Sheridan Capital Management, LLC | 26.63% | Reduce -0.6% | 101,222 | $36.6M |
| Portfolio Strategies, Inc. | 5.54% | Add +5.7% | 99,014 | $35.8M |
| Johnson Investment Counsel Inc. | 0.34% | Reduce -0.3% | 98,162 | $35.4M |
| Oppenheimer & Co. Inc. | 0.53% | Reduce -2.0% | 97,663 | $35.3M |
| Bokf, NA | 0.62% | Reduce -0.3% | 97,362 | $35.2M |
| Jennison Associates LLC | 0.02% | Add +30.8% | 97,246 | $35.1M |
| Deutsche Bank AG | 0.01% | Reduce -6.1% | 97,131 | $35.1M |
| Robertson Stephens Wealth Management, LLC | 1.29% | Reduce -23.2% | 95,766 | $34.6M |
| Accredited Investors Inc. | 2.14% | Reduce -0.6% | 95,383 | $34.4M |
| JFS Wealth Advisors, LLC | 2.31% | Add +3.9% | 94,488 | $34.1M |
| Strategic Point Investment Advisors, LLC | 5.67% | Reduce -1.0% | 94,344 | $34.1M |
| Lindbrook Capital, LLC | 3.11% | Reduce -1.1% | 93,450 | $33.7M |
| Ascent Group, LLC | 1.41% | Add +7395.6% | 91,147 | $32.9M |
| StoneX Group Inc. | 1.80% | Reduce -2.0% | 90,627 | $32.7M |
| Avantax Planning Partners, Inc. | 1.15% | Add +33.2% | 90,269 | $32.6M |
| Tsfg, LLC | 6.61% | Add +3.3% | 89,565 | $32.3M |
| Rwa Wealth Partners, LLC | 0.41% | Reduce -41.7% | 89,447 | $32.3M |
| Woodard & Co. Asset Management Group Inc. | 6.64% | Add +3.2% | 88,030 | $31.8M |
| Park Avenue Securities LLC | 0.39% | Add +29.7% | 87,318 | $31.5M |
| Saiph Capital, LLC | 15.01% | Reduce -1.6% | 87,039 | $31.4M |
| BTC Capital Management, Inc. | 2.84% | Add +1.7% | 85,943 | $31.0M |
| Brighton Jones LLC | 0.98% | Reduce -1.0% | 84,657 | $30.6M |
| Parkside Financial Bank & Trust | 3.86% | Reduce -1.9% | 84,079 | $30.4M |
| Simmons Bank | 2.26% | Reduce -1.7% | 83,173 | $30.0M |
| United Capital Financial Advisors, LLC | 0.26% | Reduce -0.9% | 83,118 | $30.0M |
| Bluesphere Advisors LLC | 17.17% | Add +28.6% | 83,102 | $30.0M |
| Fulton Bank, N.A. | 1.20% | Reduce -0.9% | 82,299 | $29.7M |
| Sanchez Wealth Management Group | 7.91% | Add +3.1% | 80,671 | $29.1M |
| Capital Advisors Wealth Management, LLC | 5.10% | Reduce -10.7% | 79,899 | $28.9M |
| Wellspring Financial Advisors, LLC | 3.19% | Reduce -1.7% | 79,451 | $28.7M |
| Cwm, LLC | 0.11% | Add +0.3% | 79,132 | $28.6M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +5.1% | 82,209 | $28.4M |
| Highland Capital Management, LLC | 1.67% | Reduce -1.6% | 77,276 | $27.9M |
| XML Financial, LLC | 2.60% | Reduce -5.3% | 77,153 | $27.9M |
| Ullmann Wealth Partners Group, LLC | 3.69% | Reduce -0.3% | 76,880 | $27.8M |
| Montecito Bank & Trust | 4.85% | Reduce -1.5% | 75,918 | $27.4M |
| Atria Wealth Solutions, Inc. | 0.33% | Add +4.3% | 75,446 | $27.2M |
| MetLife Investment Management, LLC | 0.15% | Reduce -27.5% | 75,400 | $27.2M |
| Winslow Capital Management, LLC | 0.11% | Add +77.6% | 74,334 | $26.8M |
| HB Wealth Management, LLC | 0.22% | Add +15.0% | 73,819 | $26.7M |
| CW Advisors, LLC | 0.32% | Reduce -3.2% | 73,377 | $26.5M |
| AQR Capital Management | 0.03% | Add +81.7% | 72,597 | $26.2M |
| SCS Capital Management LLC | 0.33% | New | 72,132 | $26.0M |
| Black Swift Group, LLC | 5.80% | Reduce -8.7% | 70,985 | $25.6M |
| Proathlete Wealth Management LLC | 9.32% | Add +6.0% | 70,801 | $25.6M |
| Fort Washington Investment Advisors Inc. | 0.16% | Add +1492.3% | 70,699 | $25.5M |
| Smith, Moore & Co. | 2.34% | Add +4.1% | 70,096 | $25.3M |
| Jasper Ridge Partners, L.P. | 0.81% | No change | 69,729 | $25.2M |
| First Foundation Advisors | 1.02% | Add +1.0% | 69,546 | $25.1M |
| PFW Advisors LLC | 7.82% | Reduce -2.3% | 69,110 | $25.0M |
| Capital Planning Advisors, LLC | 3.81% | Reduce -2.7% | 68,401 | $24.7M |
| VestGen Advisors, LLC | 1.11% | — | 67,764 | $24.5M |
| Condor Capital Management | 2.25% | Add +2.7% | 67,047 | $24.2M |
| Country Club Bank | 1.62% | Reduce -6.4% | 66,730 | $24.1M |
| Ashton Thomas Private Wealth, LLC | 0.90% | Add +12.6% | 65,269 | $23.6M |
| Callan Family Office, LLC | 1.76% | Add +16.6% | 64,972 | $23.5M |
| Corundum Group, Inc. | 11.22% | Reduce -3.1% | 64,778 | $23.4M |
| First Citizens Bank & Trust Co. | 0.58% | Add +4.6% | 63,094 | $22.8M |
| Nwam LLC | 1.93% | Reduce -8.8% | 62,288 | $22.5M |
| Fifth Third Wealth Advisors LLC | 1.15% | Add +34.5% | 61,582 | $22.2M |
| Newbrook Capital Advisors LP | 3.47% | New | 60,937 | $22.0M |
| Curi Capital, LLC | 0.54% | Add +101.2% | 60,913 | $22.0M |
| Boulder Wealth Advisors, LLC | 12.74% | Reduce -0.7% | 60,603 | $21.9M |
| Claro Advisors Inc. | 2.93% | Add +2.4% | 60,549 | $21.9M |
| DT Investment Partners, LLC | 2.06% | No change | 59,017 | $21.3M |
| Wilmington Savings Fund Society, FSB | 0.40% | Reduce -2.2% | 58,890 | $21.3M |
| Legacy Edge Advisors, LLC | 3.32% | Add +1.6% | 58,860 | $21.3M |
| BNP Paribas Financial Markets | 0.02% | Reduce -1.9% | 58,807 | $21.2M |
| Fifth Third Securities, Inc. | 1.78% | Reduce -3.8% | 58,340 | $21.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Add +2.9% | 58,188 | $21.0M |
| Haverford Trust Co | 0.21% | Reduce -0.7% | 57,674 | $20.8M |
| Evercore Wealth Management, LLC | 0.33% | Add +2.1% | 57,347 | $20.7M |
| SlateStone Wealth, LLC | 2.07% | Reduce -3.5% | 57,028 | $20.6M |
| Ballentine Partners, LLC | 0.36% | No change | 56,955 | $20.6M |
| Montag A & Associates Inc. | 1.02% | Add +1.4% | 56,191 | $20.3M |
| Aptus Capital Advisors, LLC | 0.23% | Reduce -4.2% | 55,429 | $20.0M |
| Ethos Financial Group, LLC | 1.91% | Add +248.8% | 52,174 | $19.9M |
| Carolinas Wealth Consulting LLC | 4.27% | Reduce -6.8% | 54,921 | $19.8M |
| Visionary Wealth Advisors | 1.18% | Add +0.8% | 54,471 | $19.7M |
| LWM Advisors Inc. | 23.45% | Reduce -4.0% | 52,011 | $19.5M |
| McKinley Carter Wealth Services, Inc. | 1.19% | Reduce -0.9% | 53,464 | $19.3M |
| GHP Investment Advisors, Inc. | 0.92% | Reduce -0.8% | 53,278 | $19.2M |
| Summit Wealth Partners, LLC | 3.86% | Add +0.6% | 52,672 | $19.0M |
| Blodgett Wealth Advisors, LLC | 16.18% | Reduce -6.4% | 52,578 | $19.0M |
| Rhumbline Advisers | 0.02% | Add +56.0% | 52,160 | $18.8M |
| VAUGHAN & Co SECURITIES, INC. | 11.63% | Add +2.2% | 52,012 | $18.8M |
| Roble, Belko & Company, Inc | 2.99% | Reduce -0.5% | 51,969 | $18.8M |
| Fidelis Capital Partners, LLC | 1.99% | Reduce -1.1% | 51,349 | $18.7M |
| BluePointe Capital Management, LLC | 7.13% | Add +97.4% | 51,821 | $18.7M |
| Spire Wealth Management | 0.60% | Add +0.2% | 51,615 | $18.6M |
| Fermata Advisors, LLC | 3.35% | Reduce -10.6% | 51,225 | $18.5M |
| Freestone Capital Holdings, LLC | 0.69% | Reduce -10.9% | 50,811 | $18.3M |
| Dorsey & Whitney Trust CO LLC | 1.05% | Add +0.6% | 50,341 | $18.2M |
| Mather Group, Llc. | 0.21% | Reduce -4.6% | 50,189 | $18.1M |
| Ball & Co Wealth Management Inc. | 19.16% | Reduce -47.2% | 49,511 | $17.9M |
| Whitegate Investment Counselors, Inc. | 6.33% | Reduce -6.2% | 49,356 | $17.8M |
| Jmac Enterprises LLC | 4.22% | Reduce -49.3% | 49,195 | $17.8M |
| Atticus Wealth Management, LLC | 5.59% | Add +64.3% | 47,410 | $17.1M |
| Advisor OS, LLC | 1.95% | Reduce -9.2% | 47,363 | $17.1M |
| Tradition Wealth Management, LLC | 1.50% | Reduce -1.4% | 47,261 | $17.1M |
| Bradley Foster & Sargent Inc. | 0.29% | Reduce -0.9% | 47,094 | $17.0M |
| Prudential PLC | 0.09% | Add +24.7% | 46,991 | $17.0M |
| Curtis Advisory Group, LLC | 4.91% | Reduce -0.8% | 46,278 | $16.7M |
| Retirement Income Solutions, Inc. | 3.49% | Reduce -2.7% | 46,167 | $16.7M |
| Nestegg Advisors, Inc. | 17.61% | Reduce -0.7% | 45,892 | $16.6M |
| Westshore Wealth, LLC | 6.99% | Reduce -2.5% | 45,622 | $16.5M |
| STAR Financial Bank | 11.91% | Reduce -13.0% | 45,053 | $16.3M |
| Brown Brothers Harriman & Co. | 0.11% | Add +80.2% | 44,919 | $16.2M |
| Sunburst Financial Group, LLC | 3.92% | Reduce -0.2% | 44,257 | $16.0M |
| Wetzel Investment Advisors, Inc. | 7.98% | Add +1.8% | 43,657 | $15.8M |
| Sagespring Wealth Partners, LLC | 0.40% | Reduce -1.6% | 43,632 | $15.8M |
| Crescent Grove Advisors, LLC | 1.62% | Reduce -1.6% | 43,021 | $15.5M |
| MJP Associates Inc. | 2.80% | Reduce -7.2% | 43,004 | $15.5M |
| Sonata Capital Group Inc. | 6.76% | Reduce -1.6% | 42,992 | $15.5M |
| Occidental Asset Management, LLC | 2.34% | Reduce -0.7% | 42,901 | $15.5M |
| Quantinno Capital Management LP | 0.10% | Add +30.5% | 42,815 | $15.5M |
| Franklin Resources Inc. | 0.00% | Reduce -4.4% | 42,777 | $15.4M |
| Schneider Downs Wealth Management Advisors, LP | 2.79% | Add +2.1% | 42,675 | $15.4M |
| Jane Street Group, LLC | 0.03% | Reduce -16.4% | 42,504 | $15.3M |
| Winthrop Advisory Group LLC | 1.82% | Reduce -16.2% | 41,986 | $15.2M |
| Atria Investments, Inc | 0.19% | Reduce -28.4% | 41,950 | $15.1M |
| O'Brien Wealth Partners LLC | 2.79% | Reduce -4.7% | 41,560 | $15.0M |
| Foundations Investment Advisors, LLC | 0.28% | Add +320.7% | 41,324 | $14.9M |
| Prime Capital Investment Advisors, LLC | 0.17% | Add +18.5% | 40,971 | $14.8M |
| Kelly Financial Group LLC | 4.62% | Add +11.3% | 40,969 | $14.8M |
| Keel Point, LLC | 1.15% | Reduce -2.3% | 40,886 | $14.8M |
| Stillwater Capital Advisors, LLC | 2.06% | Reduce -1.0% | 40,881 | $14.8M |
| Great Valley Advisor Group, Inc. | 0.32% | Add +0.7% | 40,763 | $14.7M |
| William Blair Investment Management, LLC | 0.04% | New | 40,600 | $14.7M |
| Nvest Financial, LLC | 7.83% | Reduce -2.6% | 40,499 | $14.6M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +11.1% | 40,470 | $14.6M |
| Arkadios Wealth Advisors | 0.55% | Add +92.3% | 40,031 | $14.5M |
| Clear Harbor Asset Management, LLC | 1.14% | Add +0.2% | 39,763 | $14.4M |
| Cooksen Wealth, LLC | 14.54% | Reduce -4.3% | 42,524 | $14.3M |
| Sylvest Advisors, LLC | 8.90% | Add +3.1% | 39,425 | $14.2M |
| Regent Peak Wealth Advisors LLC | 3.36% | Reduce -1.9% | 39,405 | $14.2M |
| Compass Financial Group, Inc. | 7.27% | Add +0.0% | 39,178 | $14.1M |
| Summit Financial, LLC | 0.39% | Add +3.3% | 38,912 | $14.1M |
| Accretive Wealth Partners, LLC | 4.93% | Add +13.6% | 37,625 | $14.0M |
| National Bank of Canada | 0.02% | Add +20.0% | 38,571 | $13.9M |
| Cary Street Partners Financial LLC | 0.43% | Add +2.1% | 37,949 | $13.7M |
| &partners | 0.14% | Add +74.5% | 37,664 | $13.6M |
| Consolidated Portfolio Review Corp | 2.16% | Reduce -2.5% | 37,404 | $13.5M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -3.0% | 36,973 | $13.4M |
| Vanguard Group Inc. | 0.00% | Reduce -0.2% | 36,914 | $13.3M |
| Choate Investment Advisors | 0.33% | Add +0.5% | 36,833 | $13.3M |
| Breakwater Capital Group | 2.36% | Add +16.0% | 36,736 | $13.3M |
| Citizens Financial Group Inc. | 0.26% | Add +3.9% | 36,710 | $13.3M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +18.7% | 36,698 | $13.3M |
| Compound Planning, Inc. | 0.60% | Add +678.3% | 36,665 | $13.2M |
| JMG Financial Group, Ltd. | 0.45% | Reduce -2.2% | 36,643 | $13.2M |
| Dakota Wealth Management | 0.31% | Reduce -6.5% | 36,616 | $13.2M |
| GeoWealth Management, LLC | 0.53% | Add +1.8% | 36,565 | $13.2M |
| Procyon Advisors, LLC | 0.80% | Reduce -6.4% | 36,360 | $13.1M |
| Newport Capital Group, LLC | 9.44% | Reduce -0.1% | 36,293 | $13.1M |
| Susquehanna International Group, LLP | 0.02% | Add +352.3% | 36,232 | $13.1M |
| HBK Sorce Advisory LLC | 0.38% | Reduce -2.1% | 36,218 | $13.1M |
| FDx Advisors, Inc. | 4.20% | Reduce -8.6% | 35,753 | $12.9M |
| Investment Partners, LTD. | 5.31% | Reduce -2.6% | 35,486 | $12.8M |
| Intrepid Financial Planning Group LLC | 5.90% | Reduce -0.0% | 35,284 | $12.7M |
| SG Americas Securities, LLC | 0.04% | Add +2522.8% | 35,250 | $12.7M |
| One Wealth Advisors, LLC | 1.89% | Reduce -4.7% | 35,001 | $12.6M |
| FMA Wealth Management, LLC | 9.61% | Reduce -7.8% | 31,717 | $12.5M |
| Pointe Capital Management LLC | 7.27% | Add +5.3% | 34,415 | $12.4M |
| West Bancorporation Inc. | 8.40% | Add +1.0% | 34,245 | $12.4M |
| Clark Capital Management Group, Inc. | 0.09% | Add +99.6% | 34,185 | $12.3M |
| Affiance Financial, LLC | 2.87% | Add +13.5% | 34,095 | $12.3M |
| IHT Wealth Management, LLC | 0.38% | Add +1.4% | 34,045 | $12.3M |
| Allianz Asset Management GmbH | 0.02% | Reduce -62.3% | 34,050 | $12.3M |
| Clayton Financial Group LLC | 4.49% | Reduce -1.6% | 33,891 | $12.2M |
| Finley Financial, LLC | 6.60% | Reduce -2.3% | 32,284 | $11.8M |
| Stonebridge Financial Group, LLC | 1.25% | Reduce -1.2% | 32,562 | $11.8M |
| Nottingham Advisors, Inc. | 1.78% | Reduce -11.6% | 32,260 | $11.6M |
| Lebenthal Global Advisors, LLC | 2.18% | Add +145.0% | 32,260 | $11.6M |
| Denver Wealth Management, Inc. | 5.29% | Reduce -0.9% | 32,097 | $11.6M |
| Genesis Private Wealth, LLC | 6.08% | Add +0.4% | 31,754 | $11.5M |
| Bessemer Group Inc. | 0.02% | Add +0.1% | 31,625 | $11.4M |
| RFG Advisory, LLC | 0.31% | Reduce -6.9% | 31,609 | $11.4M |
| Apella Capital, LLC | 0.39% | Add +625.8% | 31,827 | $11.4M |
| Bison Wealth, LLC | 1.06% | Add +5488.6% | 30,905 | $11.3M |
| Brand Asset Management Group, Inc. | 4.70% | Reduce -1.4% | 31,220 | $11.3M |
| Narwhal Capital Management | 1.00% | Reduce -0.1% | 31,054 | $11.2M |
| Valeo Financial Advisors, LLC | 0.31% | Reduce -2.9% | 30,824 | $11.1M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -5.0% | 30,817 | $11.1M |
| Prospera Financial Services Inc | 0.25% | Reduce -43.4% | 30,509 | $11.0M |
| Oppenheimer Asset Management Inc. | 0.14% | Reduce -52.8% | 30,247 | $10.9M |
| Epiq Partners, LLC | 6.05% | Add +10.2% | 30,140 | $10.9M |
| Townsquare Capital LLC | 0.12% | Reduce -8.6% | 29,927 | $10.8M |
| UMB Bank, n.a. | 0.18% | Reduce -5.4% | 29,637 | $10.7M |
| BCGM Wealth Management, LLC | 3.27% | Add +6.2% | 29,454 | $10.6M |
| Sage Financial Group Inc. | 0.86% | Reduce -0.3% | 29,346 | $10.6M |
| B. Riley Wealth Advisors, Inc. | 0.32% | Add +11.7% | 29,177 | $10.5M |
| GM Advisory Group, LLC | 0.57% | Reduce -5.5% | 29,166 | $10.5M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -7.7% | 29,161 | $10.5M |
| IMS Capital Management | 5.29% | Reduce -3.5% | 29,010 | $10.5M |
| Arete Wealth Advisors, LLC | 0.80% | Add +9.7% | 28,934 | $10.4M |
| Brickley Wealth Management | 2.15% | Reduce -1.5% | 28,733 | $10.4M |
| Connecticut Wealth Management, LLC | 0.54% | Reduce -0.9% | 28,636 | $10.3M |
| Parallel Advisors, LLC | 0.23% | Add +15.3% | 28,319 | $10.2M |
| Clientfirst Wealth Management, LLC | 11.57% | No change | 28,264 | $10.2M |
| Flputnam Investment Management Co. | 0.19% | Reduce -1.1% | 28,198 | $10.2M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +5.9% | 28,119 | $10.2M |
| Hardy Reed LLC | 0.88% | Add +0.3% | 27,784 | $10.0M |
| Composition Wealth, LLC | 0.20% | Add +77.8% | 27,413 | $9.9M |
| Flynn Zito Capital Management, LLC | 4.54% | Add +774.3% | 27,391 | $9.9M |
| Whittier Trust Co. | 0.14% | Add +1.0% | 27,311 | $9.9M |
| Busey Bank | 0.33% | Reduce -0.2% | 27,291 | $9.9M |
| Sowell Financial Services LLC | 0.45% | Reduce -58.8% | 27,219 | $9.8M |
| Twin Focus Capital Partners, LLC | 1.53% | No change | 27,209 | $9.8M |
| American Institute for Advanced Investment Management, LLP | 7.38% | Add +1.0% | 26,795 | $9.7M |
| Grove Bank & Trust | 1.29% | Add +0.9% | 26,749 | $9.7M |
| Highland Financial Advisors, LLC | 3.42% | Reduce -4.0% | 26,490 | $9.6M |
| Meritage Portfolio Management | 0.63% | Reduce -0.9% | 26,471 | $9.6M |
| Sands Capital Management, LLC | 0.03% | Add +63.1% | 26,465 | $9.6M |
| Gilliland Jeter Wealth Management LLC | 3.35% | Add +1.3% | 26,257 | $9.5M |
| FLC Capital Advisors | 2.11% | Reduce -3.7% | 26,010 | $9.4M |
| Pacific Sage Partners, LLC | 2.11% | Reduce -6.3% | 25,971 | $9.4M |
| Tobias Financial Advisors, Inc. | 1.81% | Reduce -2.8% | 25,873 | $9.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.17% | Reduce -5.3% | 25,871 | $9.3M |
| Oldfather Financial Services, LLC | 3.53% | Reduce -4.4% | 25,729 | $9.3M |
| Arbor Investment Advisors, LLC | 1.25% | Reduce -0.0% | 25,347 | $9.2M |
| Argent Trust Co | 0.38% | Add +4.2% | 25,345 | $9.2M |
| Ballast, Inc. | 2.58% | Reduce -1.3% | 25,274 | $9.1M |
| Allen Investment Management, LLC | 0.11% | No change | 25,154 | $9.1M |
| Sapient Capital LLC | 0.18% | Reduce -2.8% | 25,153 | $9.1M |
| Advisory Services Network, LLC | 0.17% | Add +45.7% | 24,710 | $8.9M |
| US Financial Advisors, LLC | 2.64% | Reduce -2.0% | 24,709 | $8.9M |
| Truepoint, Inc. | 0.24% | Add +1.1% | 24,482 | $8.8M |
| Venture Visionary Partners LLC | 0.37% | Add +0.9% | 24,401 | $8.8M |
| Arcadia Wealth Management, LLC | 4.35% | Add +4360.5% | 24,399 | $8.8M |
| Conning Inc. | 0.32% | No change | 24,087 | $8.7M |
| ARK & TLK Investments, LLC | 3.06% | No change | 24,039 | $8.7M |
| Global Strategic Investment Solutions, LLC | 1.00% | Reduce -0.1% | 24,033 | $8.7M |
| Diversified Trust Co. | 0.21% | Reduce -3.1% | 23,927 | $8.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -32.7% | 23,908 | $8.6M |
| Paladin Advisory Group, LLC | 6.89% | Add +2.0% | 23,860 | $8.6M |
| Central Valley Advisors, LLC | 3.23% | Reduce -4.0% | 23,625 | $8.5M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +14.3% | 23,502 | $8.5M |
| White Lighthouse Investment Management Inc. | 1.51% | Reduce -6.9% | 23,345 | $8.4M |
| Eukles Asset Management | 3.70% | Reduce -0.8% | 23,334 | $8.4M |
| Pettinga Financial Advisors LLC | 1.98% | Reduce -1.1% | 23,267 | $8.4M |
| Patten Group, Inc. | 1.92% | Reduce -4.6% | 23,225 | $8.4M |
| Paragon Financial Partners, Inc. | 6.55% | Reduce -1.7% | 23,170 | $8.4M |
| Berkshire Asset Management LLC | 0.40% | Add +15.6% | 22,109 | $8.3M |
| Blue Trust, Inc. | 0.11% | Reduce -5.7% | 22,980 | $8.3M |
| Holistic Financial Partners | 3.99% | Reduce -0.0% | 22,955 | $8.3M |
| Snowden Capital Advisors LLC | 0.27% | Reduce -5.1% | 22,944 | $8.3M |
| Coldstream Capital Management Inc. | 0.18% | Reduce -2.8% | 22,923 | $8.3M |
| Chicago Wealth Management, Inc. | 4.33% | Add +2.4% | 22,889 | $8.3M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -37.5% | 22,626 | $8.2M |
| Cresta Advisors, Ltd. | 4.22% | Reduce -2.7% | 22,541 | $8.1M |
| AlTi Global, Inc. | 0.21% | Add +0.0% | 22,492 | $8.1M |
| Community Bank, N.A. | 1.09% | Reduce -0.1% | 22,492 | $8.1M |
| Mill Creek Capital Advisors, LLC | 0.20% | Reduce -14.6% | 22,425 | $8.1M |
| Objectivity Squared, LLC | 6.76% | Add +4.8% | 23,046 | $8.1M |
| TPG Financial Advisors, LLC | 3.56% | Add +55.6% | 22,318 | $8.1M |
| American State Bank (Iowa) | 4.86% | Add +1.3% | 22,304 | $8.1M |
| Client First Capital LLC | 4.12% | Add +203.0% | 22,292 | $8.0M |
| Sound View Wealth Advisors Group, LLC | 0.66% | Reduce -0.3% | 22,156 | $8.0M |
| NTV Asset Management LLC | 1.06% | Reduce -0.4% | 22,085 | $8.0M |
| Bryn Mawr Trust Advisors, LLC | 0.48% | Reduce -17.0% | 22,052 | $8.0M |
| Cypress Capital, LLC | 2.29% | Reduce -0.2% | 21,988 | $7.9M |
| Pitcairn Co. | 0.48% | No change | 21,987 | $7.9M |
| Western Wealth Management, LLC | 0.53% | Reduce -33.7% | 21,920 | $7.9M |
| Topel & Distasi Wealth Management, LLC | 3.69% | Reduce -10.7% | 21,910 | $7.9M |
| Ancora Advisors LLC | 0.18% | Reduce -5.7% | 21,808 | $7.9M |
| Simplicity Wealth,LLC | 0.61% | Add +83.0% | 21,788 | $7.9M |
| Peapack Gladstone Financial Corp. | 0.12% | Add +3.0% | 21,577 | $7.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -55.2% | 21,537 | $7.8M |
| SOA Wealth Advisors, LLC. | 1.62% | Reduce -1.4% | 21,525 | $7.8M |
| Willis Johnson & Associates, Inc. | 0.59% | Add +16.1% | 21,496 | $7.8M |
| Sei Investments Co. | 0.01% | Reduce -53.5% | 21,318 | $7.7M |
| Aaron Wealth Advisors LLC | 0.88% | Reduce -7.8% | 21,188 | $7.7M |
| Provenance Wealth Advisors, LLC | 1.10% | Add +9.9% | 21,157 | $7.6M |
| 2UniFi Bank | 4.91% | Add +9.2% | 19,257 | $7.6M |
| 1900 Wealth Management LLC | 0.63% | Reduce -0.7% | 21,019 | $7.6M |
| Stock Yards Bank & Trust Co. | 0.27% | Add +2.3% | 20,919 | $7.6M |
| Watts Gwilliam & Co., LLC | 1.64% | Reduce -3.0% | 20,918 | $7.6M |
| J.W. Cole Advisors, Inc. | 0.23% | Reduce -0.8% | 20,900 | $7.5M |
| Matrix Asset Advisors Inc. | 0.83% | Add +3.7% | 20,850 | $7.5M |
| Rebalance, LLC | 0.55% | Add +0.1% | 20,725 | $7.5M |
| Bleakley Financial Group, LLC | 0.24% | Reduce -1.7% | 20,702 | $7.5M |
| Ami Asset Management Corp. | 0.44% | Add +10.5% | 20,649 | $7.5M |
| Ruggaard & Associates LLC | 3.27% | Reduce -0.8% | 20,645 | $7.5M |
| Frederick Financial Consultants, LLC | 5.37% | Reduce -0.7% | 20,619 | $7.4M |
| Linscomb Wealth, Inc. | 0.37% | Reduce -5.7% | 20,616 | $7.4M |
| Fiduciary Trust Co | 0.10% | Add +5.2% | 20,525 | $7.4M |
| Waterway Wealth Management, LLC | 3.09% | Add +80.7% | 20,505 | $7.4M |
| Quest Investment Management LLC | 0.92% | Reduce -25.1% | 20,487 | $7.4M |
| Olympus Wealth Management, LLC | 3.24% | Add +61.1% | 20,453 | $7.4M |
| St. Louis Trust Co | 1.07% | Reduce -1.1% | 20,451 | $7.4M |
| Quent Capital, LLC | 0.77% | Reduce -2.6% | 20,440 | $7.4M |
| Summit Investment Advisors, Inc. | 6.56% | Add +2.2% | 19,864 | $7.4M |
| Kingsview Wealth Management, LLC | 0.14% | Add +1.4% | 20,406 | $7.4M |
| Legal & General Group Plc | 0.00% | Reduce -10.4% | 20,270 | $7.3M |
| Axxcess Wealth Management, LLC | 0.20% | Reduce -15.1% | 20,125 | $7.3M |
| Apollon Wealth Management, LLC | 0.16% | Reduce -12.5% | 19,900 | $7.2M |
| Market Street Wealth Management Advisors LLC | 1.21% | Reduce -0.9% | 19,766 | $7.1M |
| Landaas & Co. /Wi | 1.97% | Reduce -2.7% | 19,735 | $7.1M |
| Rothschild Investment LLC | 0.48% | Reduce -1.4% | 19,716 | $7.1M |
| Sepio Capital, LP | 0.56% | Add +90.7% | 19,693 | $7.1M |
| Oarsman Capital, Inc. | 1.28% | Reduce -12.8% | 19,667 | $7.1M |
| Northstar Group, Inc. | 1.20% | Reduce -1.6% | 19,626 | $7.1M |
| Bawa N Mallick Trust | 3.34% | No change | 19,550 | $7.1M |
| ICONIQ Capital, LLC | 0.12% | Reduce -1.8% | 19,457 | $7.0M |
| Mutual Advisors, LLC | 0.20% | Add +0.6% | 19,198 | $7.0M |
| Schroder Investment Management Group | 0.01% | No change | 19,325 | $7.0M |
| Farther Finance Advisors, LLC | 0.18% | Add +17.8% | 19,020 | $6.9M |
| Potentia Wealth | 3.24% | Add +3.9% | 19,130 | $6.9M |
| Cornerstone Advisory, LLC | 0.80% | Add +0.7% | 18,511 | $6.9M |
| Breed's Hill Capital LLC | 3.70% | Reduce -0.7% | 19,014 | $6.9M |
| Tandem Financial, LLC | 7.46% | Add +1.9% | 18,970 | $6.9M |
| CFM Wealth Partners LLC | 1.21% | Reduce -1.6% | 18,932 | $6.8M |
| CENTRAL TRUST Co | 0.17% | Reduce -4.4% | 18,749 | $6.8M |
| Apexium Financial, LP | 0.40% | Add +2.2% | 18,748 | $6.8M |
| Certuity, LLC | 0.71% | Add +6.6% | 18,709 | $6.8M |
| American Trust | 1.66% | Reduce -21.6% | 18,640 | $6.7M |
| Sustainable Growth Advisers, LP | 0.04% | Reduce -0.3% | 18,562 | $6.7M |
| Alesco Advisors, LLC, An ESL Co | 0.21% | Reduce -3.7% | 18,428 | $6.7M |
| Smith & Howard Wealth Management, LLC | 1.81% | Add +10.8% | 18,388 | $6.6M |
| Next Capital Management LLC | 3.18% | Add +4.0% | 18,352 | $6.6M |
| Old National Bancorp | 0.17% | Reduce -79.3% | 18,352 | $6.6M |
| Dimension Capital Management LLC | 1.16% | No change | 18,074 | $6.5M |
| Garde Capital, Inc. | 0.37% | Reduce -4.7% | 18,004 | $6.5M |
| City Holding Co. | 0.91% | Reduce -2.7% | 17,963 | $6.5M |
| Monument Capital Management | 1.99% | Add +1855.5% | 17,932 | $6.5M |
| Rehmann Capital Advisory Group | 0.41% | Add +21.1% | 17,908 | $6.5M |
| Stage Harbor Financial, LLC | 5.44% | Reduce -0.1% | 17,803 | $6.4M |
| EPG Wealth Management LLC | 1.79% | Reduce -2.3% | 17,781 | $6.4M |
| TFO Wealth Partners, LLC | 1.27% | New | 17,763 | $6.4M |
| Indiana Trust & Investment Management Co | 2.32% | Reduce -0.2% | 17,727 | $6.4M |
| CJM Wealth Advisers, Ltd. | 2.26% | Add +0.5% | 17,698 | $6.4M |
| Altus Wealth Group LLC | 2.99% | Reduce -41.5% | 17,698 | $6.4M |
| Three Bridge Wealth Advisors, LLC | 2.22% | Add +0.0% | 17,696 | $6.4M |
| Mycio Wealth Partners, LLC | 1.50% | Reduce -8.7% | 17,650 | $6.4M |
| Counterweight Ventures, LLC | 4.56% | Add +1.1% | 17,606 | $6.4M |
| Caprock Group, LLC | 0.19% | Add +32.9% | 17,598 | $6.4M |
| Stevens Capital Partners | 2.96% | Add +48.4% | 17,434 | $6.3M |
| Cyndeo Wealth Partners, LLC | 0.41% | Add +229.4% | 17,421 | $6.3M |
| Gladstone Institutional Advisory LLC | 0.29% | Reduce -20.9% | 17,410 | $6.3M |
| Next Level Private LLC | 2.34% | Reduce -0.1% | 17,378 | $6.3M |
| Harbour Capital Advisors, LLC | 1.55% | Reduce -1.7% | 18,102 | $6.3M |
| OMNI 360 Wealth, Inc. | 4.20% | Reduce -0.4% | 17,364 | $6.3M |
| Pinnacle Associates Ltd. | 0.09% | Add +3.0% | 17,263 | $6.2M |
| Total Clarity Wealth Management, Inc. | 2.03% | No change | 15,505 | $6.2M |
| First Western Trust Bank | 0.30% | Reduce -3.8% | 17,238 | $6.2M |
| Partnership Wealth Management, LLC | 5.25% | Add +0.0% | 17,136 | $6.2M |
| New England Private Wealth Advisors LLC | 0.95% | Reduce -0.8% | 17,074 | $6.2M |
| Tolleson Wealth Management, Inc. | 1.18% | Reduce -3.5% | 16,917 | $6.1M |
| Financial Advisors, LLC | 1.21% | No change | 16,914 | $6.1M |
| Opes Wealth Management LLC | 1.23% | Reduce -0.7% | 16,816 | $6.1M |
| Tanglewood Legacy Advisors, LLC | 2.65% | Reduce -1.2% | 16,768 | $6.1M |
| Wealthcare Advisory Partners LLC | 0.16% | Add +8.3% | 16,699 | $6.0M |
| Merit Financial Group, LLC | 0.09% | Add +34.1% | 16,643 | $6.0M |
| DHJJ Financial Advisors, Ltd. | 2.41% | Reduce -1.4% | 16,543 | $6.0M |
| Sanders Morris Harris LLC | 0.93% | Reduce -2.7% | 16,483 | $6.0M |
| Bay Capital Advisors, LLC | 4.95% | Add +1.8% | 16,467 | $5.9M |
| Perigon Wealth Management, LLC | 0.15% | Reduce -0.5% | 16,463 | $5.9M |
| Dixon Fnancial Services, Inc. | 3.18% | Reduce -14.6% | 16,286 | $5.9M |
| Sigma Planning Corp | 0.19% | Add +24.9% | 16,276 | $5.9M |
| Cordatus Wealth Management LLC | 1.60% | Reduce -59.2% | 16,195 | $5.8M |
| FineMark National Bank & Trust | 0.21% | Reduce -1.1% | 16,118 | $5.8M |
| Zuckerman Investment Group, LLC | 0.62% | Reduce -1.3% | 15,879 | $5.7M |
| Nicolet Bankshares Inc. | 1.14% | Add +3.7% | 15,767 | $5.7M |
| Massachusetts Financial Services Co. | 0.00% | Add +151.6% | 15,584 | $5.6M |
| Lowe Brockenbrough & Co. Inc. | 0.37% | Reduce -9.3% | 15,551 | $5.6M |
| Colorado Capital Management, Inc. | 2.61% | Reduce -5.3% | 15,545 | $5.6M |
| Embree Financial Group | 0.94% | Add +34.5% | 15,538 | $5.6M |
| Apriem Advisors | 0.66% | Add +1.5% | 15,490 | $5.6M |
| IFG Advisory, LLC | 0.31% | Add +0.8% | 15,481 | $5.6M |
| Beam Wealth Advisors, Inc. | 1.88% | Reduce -3.6% | 15,459 | $5.6M |
| Heck Capital Advisors, LLC | 0.63% | Reduce -27.6% | 15,425 | $5.6M |
| Forum Financial Management, LP | 0.09% | Reduce -16.0% | 15,345 | $5.5M |
| Flagstar Securities, Inc. | 1.41% | Reduce -8.3% | 15,301 | $5.5M |
| Canal Capital Management, LLC | 0.91% | Reduce -1.4% | 15,128 | $5.5M |
| NovaPoint Capital, LLC | 1.68% | Add +1.1% | 15,064 | $5.4M |
| Cornerstone Planning Group LLC | 1.30% | Add +0.3% | 15,543 | $5.4M |
| Mathes Company, Inc. | 2.21% | No change | 14,950 | $5.4M |
| AdvisorNet Financial, Inc | 0.40% | Add +12.5% | 14,915 | $5.4M |
| Avity Investment Management Inc. | 0.43% | Reduce -0.5% | 14,824 | $5.4M |
| Clearbridge Investments, LLC | 0.00% | Add +14.7% | 14,785 | $5.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.13% | Reduce -4.0% | 14,736 | $5.3M |
| Tudor Investment Corporation | 0.05% | Reduce -24.4% | 14,665 | $5.3M |
| Talisman Wealth Advisors LLC | 5.44% | Add +11.5% | 14,661 | $5.3M |
| Strategic Family Wealth Counselors, L.L.C. | 1.71% | Add +1.0% | 14,555 | $5.3M |
| Cornerstone Advisors Asset Management, LLC | 1.07% | No change | 14,495 | $5.2M |
| Osborne Partners Capital Management, LLC | 0.30% | Reduce -1.1% | 14,325 | $5.2M |
| AlphaCore Capital LLC | 0.44% | New | 14,252 | $5.1M |
| Lowery Thomas, LLC | 3.52% | Add +0.8% | 14,251 | $5.1M |
| Dynamic Financial Group | 5.14% | Add +1.1% | 14,223 | $5.1M |
| True North Advisors, LLC | 0.91% | New | 14,219 | $5.1M |
| EverSource Wealth Advisors, LLC | 0.28% | Reduce -12.3% | 13,993 | $5.1M |
| Monetary Management Group Inc. | 1.36% | Reduce -8.8% | 13,977 | $5.0M |
| Dynamic Advisor Solutions LLC | 0.16% | Reduce -0.7% | 13,850 | $5.0M |
| Serenus Wealth Advisors, LLC | 0.83% | Add +0.1% | 13,824 | $5.0M |
| Ellis Investment Partners, LLC | 1.03% | Reduce -1.9% | 13,821 | $5.0M |
| Virtue Capital Management, LLC | 0.58% | New | 13,690 | $4.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +500.6% | 13,627 | $4.9M |
| Prosperity Consulting Group, LLC | 0.38% | Reduce -0.6% | 13,605 | $4.9M |
| MidAtlantic Capital Management, Inc. | 3.80% | Add +0.2% | 13,408 | $4.8M |
| Fidelity D & D Bancorp Inc. | 3.17% | Add +11.3% | 13,344 | $4.8M |
| Valmark Advisers, Inc. | 0.07% | Add +0.8% | 13,258 | $4.8M |
| Foundation Wealth Management, LLC\PA | 2.28% | Reduce -1.4% | 13,257 | $4.8M |
| D. E. Shaw & Co. | 0.01% | New | 13,254 | $4.8M |
| JSF Financial, LLC | 1.26% | Reduce -4.1% | 13,250 | $4.8M |
| Harbor Investment Advisory, LLC | 0.46% | Reduce -0.0% | 13,232 | $4.8M |
| Amplius Wealth Advisors, LLC | 0.49% | Reduce -0.5% | 12,992 | $4.7M |
| Legacy Advisors, LLC | 0.48% | Add +4.8% | 12,989 | $4.7M |
| Xponance LLC | 0.05% | Add +1.3% | 12,962 | $4.7M |
| Widmann Financial Services, Inc. | 3.61% | Add +2.7% | 12,873 | $4.6M |
| Sax Wealth Advisors, LLC | 0.33% | Add +12.3% | 12,863 | $4.6M |
| CPC Advisors, LLC | 0.64% | Reduce -3.4% | 12,826 | $4.6M |
| Icon Wealth Advisors, LLC | 0.38% | Add +8.6% | 12,820 | $4.6M |
| Alta Wealth Advisors LLC | 2.11% | Reduce -4.3% | 12,710 | $4.6M |
| CreativeOne Wealth, LLC | 0.14% | Reduce -21.2% | 12,699 | $4.6M |
| Cornerstone Wealth Advisors, Inc. | 1.27% | Reduce -8.1% | 12,682 | $4.6M |
| Eagle Strategies LLC | 0.79% | Add +1.3% | 12,642 | $4.6M |
| Saxon Interests, Inc. | 2.13% | Reduce -26.1% | 12,635 | $4.6M |
| Lanark Financial, Inc. | 0.39% | — | 12,620 | $4.6M |
| Great Lakes Advisors, LLC | 0.04% | Add +20.1% | 12,612 | $4.6M |
| MTM Investment Management, LLC | 1.73% | Add +1.3% | 12,319 | $4.5M |
| Cassaday & Co Wealth Management LLC | 0.13% | Reduce -2.6% | 12,403 | $4.5M |
| Cadence Bank | 0.32% | Reduce -3.7% | 12,385 | $4.5M |
| Macquarie Group Ltd. | 0.01% | Add +60.9% | 12,382 | $4.5M |
| City National Bank of Florida | 4.01% | Add +3.7% | 12,342 | $4.5M |
| Bollard Group LLC | 0.12% | Add +0.1% | 12,318 | $4.4M |
| Intrua Financial, LLC | 0.69% | Reduce -5.8% | 12,270 | $4.4M |
| Legacy Trust | 1.07% | Reduce -0.1% | 12,242 | $4.4M |
| Essex Financial Services, Inc. | 0.32% | Add +16.0% | 12,226 | $4.4M |
| Hilltop Holdings Inc. | 0.28% | Add +2.1% | 12,113 | $4.4M |
| Valley Forge Investment Consultants Inc. Adv | 1.55% | Reduce -0.9% | 12,057 | $4.4M |
| IFP Advisors, Inc | 0.13% | Reduce -14.1% | 12,039 | $4.3M |
| W Advisors, LLC | 2.71% | No change | 12,010 | $4.3M |
| Crestwood Advisors Group, LLC | 0.08% | Reduce -1.1% | 12,008 | $4.3M |
| Verdence Capital Advisors LLC | 0.33% | Reduce -3.4% | 12,007 | $4.3M |
| Avior Wealth Management, LLC | 0.16% | Reduce -2.2% | 11,973 | $4.3M |
| Private Trust Co. NA | 0.44% | Reduce -2.5% | 11,962 | $4.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -22.4% | 11,895 | $4.3M |
| Main Street Financial Solutions, LLC | 0.37% | Add +11.9% | 11,835 | $4.3M |
| Foster Dykema Cabot & Partners, LLC | 0.34% | Reduce -1.1% | 11,825 | $4.3M |
| Eldridge Investment Advisors, Inc. | 0.98% | Reduce -0.1% | 11,812 | $4.3M |
| Disciplined Investments, LLC | 1.95% | Reduce -1.1% | 11,746 | $4.2M |
| Marshall Financial Group Inc. | 1.33% | Reduce -0.9% | 11,732 | $4.2M |
| Affinity Capital Advisors, LLC | 0.84% | Reduce -0.2% | 12,083 | $4.2M |
| Marcum Wealth, LLC | 0.37% | Reduce -2.8% | 11,702 | $4.2M |
| Okabena Investment Services Inc. | 1.06% | No change | 11,701 | $4.2M |
| Stonegate Investment Group, LLC | 0.11% | Add +1.2% | 11,693 | $4.2M |
| Equitable Trust Co. | 0.23% | Add +23.1% | 11,689 | $4.2M |
| Integrated Advisors Network LLC | 0.21% | Add +7.2% | 11,686 | $4.2M |
| Joel Isaacson & Co., LLC | 0.19% | Reduce -1.8% | 11,632 | $4.2M |
| Calamos Wealth Management LLC | 0.21% | Add +22.1% | 11,613 | $4.2M |
| Redhawk Wealth Advisors, Inc. | 0.56% | Reduce -1.8% | 11,593 | $4.2M |
| Leavell Investment Management, Inc. | 0.21% | Add +1.5% | 11,571 | $4.2M |
| Associated Banc-Corp | 0.13% | Reduce -2.6% | 11,549 | $4.2M |
| Americana Partners, LLC | 0.16% | Reduce -48.2% | 11,539 | $4.2M |
| Sage Mountain Advisors LLC | 0.31% | Add +12.4% | 11,488 | $4.1M |
| Summit Wealth & Retirement Planning, Inc. | 1.26% | Reduce -0.8% | 11,379 | $4.1M |
| True Link Financial Advisors, LLC | 0.30% | New | 11,308 | $4.1M |
| Verum Partners LLC | 1.10% | Reduce -1.6% | 11,299 | $4.1M |
| Wesbanco Bank Inc. | 0.14% | Add +1.5% | 11,267 | $4.1M |
| Sigma Investment Counselors Inc. | 0.25% | Reduce -2.3% | 11,260 | $4.1M |
| Walled Lake Planning & Wealth Management, LLC | 1.44% | Reduce -53.4% | 11,258 | $4.1M |
| DSG Capital Advisors, LLC | 0.81% | No change | 11,140 | $4.0M |
| Leigh Baldwin & Co., LLC | 3.22% | Add +35.6% | 11,074 | $4.0M |
| Zacks Investment Management | 0.04% | Reduce -51.8% | 11,052 | $4.0M |
| AE Wealth Management LLC | 0.03% | Reduce -41.7% | 11,011 | $4.0M |
| McCarthy Asset Management, Inc. | 2.87% | Reduce -0.5% | 10,987 | $4.0M |
| Clarius Group, LLC | 0.25% | Add +116.5% | 10,961 | $4.0M |
| Chicago Partners Investment Group LLC | 0.13% | Add +6.3% | 10,558 | $3.9M |
| Stonebridge Capital Advisors LLC | 0.32% | Reduce -0.9% | 10,862 | $3.9M |
| Azimuth Capital Investment Management LLC | 0.16% | Reduce -4.4% | 10,854 | $3.9M |
| Paces Ferry Wealth Advisors, LLC | 1.95% | Reduce -0.3% | 10,826 | $3.9M |
| Cornerstone Wealth Group, LLC | 0.32% | Reduce -4.8% | 10,811 | $3.9M |
| Atlas Brown,Inc. | 1.37% | Reduce -0.5% | 10,774 | $3.9M |
| Quantum Portfolio Management LLC | 1.97% | Add +4.5% | 10,764 | $3.9M |
| Darwin Wealth Management, LLC | 1.30% | No change | 9,651 | $3.9M |
| Etesian Wealth Advisors, Inc. | 1.67% | Reduce -1.0% | 10,713 | $3.9M |
| Willner & Heller, LLC | 3.54% | Reduce -4.7% | 10,594 | $3.8M |
| Brookstone Capital Management | 0.05% | Reduce -19.3% | 10,581 | $3.8M |
| Key Financial Inc | 0.83% | Reduce -0.5% | 10,568 | $3.8M |
| Life Line Wealth Management LLC | 1.40% | Reduce -84.3% | 10,553 | $3.8M |
| Flagship Harbor Advisors, LLC | 0.20% | Reduce -3.1% | 10,549 | $3.8M |
| Segment Wealth Management, LLC | 0.26% | No change | 10,534 | $3.8M |
| McAdam, LLC | 0.23% | Reduce -16.5% | 10,482 | $3.8M |
| PAX Financial Group, LLC | 0.67% | Reduce -12.2% | 10,431 | $3.8M |
| Level Four Advisory Services, LLC | 0.15% | Add +35.8% | 10,413 | $3.8M |
| Central Pacific Bank - Trust Division | 0.54% | Reduce -5.1% | 10,393 | $3.8M |
| SilverOak Wealth Management LLC | 0.81% | No change | 10,374 | $3.7M |
| Legacy Financial Group, Inc. | 1.20% | Add +3.2% | 10,354 | $3.7M |
| Thompson Siegel & Walmsley LLC | 0.06% | No change | 10,304 | $3.7M |
| Mainstream Capital Management LLC | 2.94% | Reduce -0.1% | 10,293 | $3.7M |
| Davis R M Inc. | 0.07% | Add +0.5% | 10,274 | $3.7M |
| Able Wealth Management LLC | 2.20% | Reduce -3.7% | 10,265 | $3.7M |
| Northeast Financial Consultants Inc | 0.16% | No change | 10,256 | $3.7M |
| Diversified Portfolios, Inc. | 0.38% | Reduce -1.2% | 10,126 | $3.7M |
| Goodman Financial Corp | 0.79% | Add +13.5% | 10,117 | $3.7M |
| Evanson Asset Management, LLC | 0.26% | Add +20.2% | 10,100 | $3.6M |
| Founders Financial Alliance, LLC | 0.88% | Reduce -6.3% | 10,068 | $3.6M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Reduce -5.1% | 9,973 | $3.6M |
| QRG Capital Management, Inc. | 0.04% | Add +21.2% | 9,950 | $3.6M |
| Enclave Advisors LLC | 0.61% | Reduce -0.1% | 9,913 | $3.6M |
| Pure Financial Advisors, LLC | 0.07% | Reduce -8.3% | 9,890 | $3.6M |
| Aspiriant, LLC | 0.12% | No change | 9,883 | $3.6M |
| Pinnacle Wealth Planning Services, Inc. | 0.54% | Reduce -3.1% | 9,863 | $3.6M |
| WealthShield Partners, LLC | 0.46% | Add +3.1% | 9,827 | $3.5M |
| Mosaic Family Wealth Partners, LLC | 0.50% | Reduce -0.6% | 9,798 | $3.5M |
| Capital Asset Advisory Services LLC | 0.18% | Reduce -6.1% | 9,609 | $3.5M |
| Logan Capital Management Inc. | 0.16% | Reduce -34.1% | 9,744 | $3.5M |
| GAMMA Investing LLC | 0.26% | Add +2.9% | 9,737 | $3.5M |
| KMG Fiduciary Partners, LLC | 0.29% | Reduce -2.4% | 9,719 | $3.5M |
| Sierra Capital LLC | 0.42% | No change | 9,718 | $3.5M |
| Midland Wealth Advisors, LLC | 0.21% | Add +1.2% | 9,685 | $3.5M |
| Guidance Point Advisors, LLC | 1.03% | Reduce -4.8% | 9,667 | $3.5M |
| Wedbush Securities Inc. | 0.13% | Add +2.5% | 9,665 | $3.5M |
| SOL Capital Management CO | 0.38% | Add +1.1% | 9,647 | $3.5M |
| Centerpoint Advisory Group | 3.42% | Reduce -3.3% | 9,622 | $3.5M |
| SouthState Bank Corp | 0.16% | Add +25.3% | 9,575 | $3.5M |
| Sendero Wealth Management, LLC | 0.48% | Add +0.4% | 9,564 | $3.5M |
| Family Capital Management, Inc. | 2.12% | Reduce -0.5% | 9,529 | $3.4M |
| Adirondack Trust Co. | 1.34% | Add +9.8% | 9,502 | $3.4M |
| BBR Partners, LLC | 0.24% | No change | 9,484 | $3.4M |
| Stonebridge Financial Planning Group, LLC | 1.56% | Reduce -3.5% | 9,484 | $3.4M |
| Hillcrest Wealth Advisors - NY, LLC | 1.69% | Reduce -0.2% | 9,480 | $3.4M |
| Corrigan Financial, Inc. | 0.70% | Add +0.7% | 9,428 | $3.4M |
| Columbus Macro, LLC | 0.45% | Add +9.8% | 9,359 | $3.4M |
| KDK Private Wealth Management, LLC | 3.83% | Reduce -0.0% | 9,310 | $3.4M |
| Mayport, LLC | 0.93% | No change | 9,300 | $3.4M |
| Wharton Business Group, LLC | 0.15% | Reduce -6.7% | 9,289 | $3.4M |
| GenWealth Group, Inc. | 0.74% | Reduce -0.8% | 9,259 | $3.3M |
| Courier Capital LLC | 0.22% | Add +36.4% | 9,158 | $3.3M |
| InvesTrust | 0.90% | Reduce -4.9% | 9,146 | $3.3M |
| Premier Path Wealth Partners, LLC | 0.51% | Reduce -5.8% | 9,138 | $3.3M |
| Caliber Wealth Management, LLC / KS | 0.45% | — | 9,133 | $3.3M |
| Towerpoint Wealth, LLC | 1.63% | Reduce -5.6% | 9,121 | $3.3M |
| Pachira Investments Inc. | 2.31% | Reduce -25.1% | 9,104 | $3.3M |
| Spirepoint Private Client, LLC | 0.43% | Reduce -3.0% | 9,082 | $3.3M |
| CRA Financial Services, LLC | 0.56% | Add +1.1% | 9,079 | $3.3M |
| Angeles Wealth Management, LLC | 0.27% | Add +1.1% | 9,026 | $3.3M |
| Howland Capital Management LLC | 0.14% | No change | 8,969 | $3.2M |
| Clark & Stuart, Inc | 2.34% | Add +0.1% | 8,902 | $3.2M |
| Jordan Park Group LLC | 0.23% | Add +6.6% | 8,901 | $3.2M |
| Glass Jacobson Investment Advisors llc | 1.05% | No change | 7,988 | $3.2M |
| Quotient Wealth Partners, LLC | 0.10% | Reduce -0.3% | 8,871 | $3.2M |
| Fisher Asset Management | 0.00% | Reduce -11.7% | 8,841 | $3.2M |
| Centennial Bank | 1.52% | Reduce -26.6% | 8,839 | $3.2M |
| Wolverine Trading, LLC | 0.10% | Add +17.4% | 8,824 | $3.2M |
| RiverTree Advisors, LLC | 2.13% | Add +13.5% | 8,801 | $3.2M |
| jvl associates llc | 1.28% | No change | 8,777 | $3.2M |
| Atlantic Edge Private Wealth Management, LLC | 0.97% | No change | 8,767 | $3.2M |
| Permanent Capital Management, LP | 0.91% | No change | 8,753 | $3.2M |
| Argyle Capital Partners, LLC | 2.71% | Add +3.5% | 8,750 | $3.2M |
| Mechanics Bank Trust Department | 0.43% | Reduce -9.1% | 8,715 | $3.1M |
| First National Trust Co | 0.13% | Reduce -13.6% | 8,640 | $3.1M |
| Park Place Capital Corp | 0.85% | Reduce -5.5% | 8,636 | $3.1M |
| FAS Wealth Partners, Inc. | 0.25% | Reduce -4.9% | 8,625 | $3.1M |
| Monograph Wealth Advisors, LLC | 0.42% | No change | 8,589 | $3.1M |
| Diversify Wealth Management, LLC | 0.23% | Reduce -0.5% | 8,427 | $3.1M |
| Fiduciary Financial Group, LLC | 0.67% | Add +29.3% | 8,968 | $3.1M |
| Capital Investment Advisors, LLC | 0.06% | Add +13.0% | 8,528 | $3.1M |
| Belpointe Asset Management LLC | 0.16% | Reduce -0.5% | 8,522 | $3.1M |
| Oxford Financial Group, LTD. LLC | 0.22% | Reduce -3.6% | 8,520 | $3.1M |
| IFC Advisors LLC | 0.64% | Reduce -2.5% | 8,518 | $3.1M |
| Meridian Management Co. | 0.95% | No change | 8,502 | $3.1M |
| Jackson Hole Capital Partners, LLC | 0.60% | Reduce -0.2% | 8,429 | $3.0M |
| Wedgewood Partners Inc. | 0.61% | Add +95.9% | 7,588 | $3.0M |
| Brightwater Advisory LLC | 2.38% | Reduce -1.5% | 8,350 | $3.0M |
| Voya Investment Management LLC | 0.00% | Add +11.1% | 8,327 | $3.0M |
| Kraft, Davis & Associates, LLC | 0.96% | Reduce -56.4% | 8,783 | $3.0M |
| Wealthstream Advisors, Inc. | 0.56% | Reduce -0.1% | 8,267 | $3.0M |
| World Investment Advisors | 0.08% | Reduce -6.1% | 8,251 | $3.0M |
| Leo Wealth, LLC | 0.42% | Reduce -0.3% | 8,159 | $2.9M |
| Harbour Investments, Inc. | 0.08% | Reduce -1.9% | 8,152 | $2.9M |
| Perennial Investment Advisors, LLC | 0.33% | Add +20.7% | 8,121 | $2.9M |
| Meridian Wealth Management, LLC | 0.14% | Reduce -2.4% | 8,117 | $2.9M |
| Frank, Rimerman Advisors LLC | 0.23% | No change | 8,111 | $2.9M |
| Horan Securities, Inc. | 1.11% | Reduce -0.0% | 8,099 | $2.9M |
| Certified Advisory Corp | 0.33% | Reduce -5.3% | 8,072 | $2.9M |
| Exencial Wealth Advisors, LLC | 0.11% | Add +0.1% | 8,058 | $2.9M |
| Goelzer Investment Management, Inc. | 0.17% | Reduce -5.5% | 8,053 | $2.9M |
| SeaCrest Wealth Management, LLC | 0.33% | Reduce -0.8% | 8,029 | $2.9M |
| Wealth Dimensions Group, Ltd. | 0.69% | Reduce -3.1% | 8,020 | $2.9M |
| Cypress Capital Group | 0.38% | Add +20.2% | 8,010 | $2.9M |
| Robinson Smith Wealth Advisors LLC | 2.41% | No change | 7,990 | $2.9M |
| Mgo One Seven LLC | 0.11% | Reduce -7.8% | 7,975 | $2.9M |
| Annex Advisory Services, LLC | 0.08% | Reduce -2.5% | 7,952 | $2.9M |
| Baron Financial Group, LLC | 1.80% | Reduce -4.3% | 7,914 | $2.9M |
| Weaver Capital Management LLC | 0.76% | Reduce -1.3% | 7,908 | $2.9M |
| Sharkey, Howes & Javer | 0.41% | Reduce -13.3% | 7,896 | $2.9M |
| ProVise Management Group, LLC | 0.24% | Reduce -1.9% | 7,889 | $2.8M |
| Independent Financial Group, LLC | 0.10% | Reduce -10.9% | 7,822 | $2.8M |
| Canandaigua National Bank & Trust Co. | 0.28% | Reduce -3.9% | 7,779 | $2.8M |
| Soltis Investment Advisors LLC | 0.25% | Add +2.5% | 7,746 | $2.8M |
| Revolve Wealth Partners, LLC | 0.40% | Add +20.1% | 7,742 | $2.8M |
| Y-Intercept (Hong Kong) Ltd | 0.19% | Add +816.7% | 7,737 | $2.8M |
| First United Bank & Trust | 1.04% | Reduce -1.4% | 7,727 | $2.8M |
| Jefferies Financial Group Inc. | 0.05% | Reduce -20.8% | 7,599 | $2.7M |
| Zions Bancorporation, National Association | 0.17% | — | 7,585 | $2.7M |
| NFSG Corp | 0.66% | Reduce -3.8% | 7,571 | $2.7M |
| Glenview Trust Co | 0.05% | Reduce -2.5% | 7,561 | $2.7M |
| Lee, Kelleher & Klein Wealth Management | 2.01% | Reduce -3.9% | 7,558 | $2.7M |
| Greenleaf Trust | 0.02% | Reduce -9.7% | 7,549 | $2.7M |
| Burke & Herbert Bank & Trust Co. | 0.65% | Reduce -0.2% | 7,496 | $2.7M |
| Peddock Capital Advisors, LLC | 0.68% | Add +0.3% | 7,482 | $2.7M |
| Noble Family Wealth, LLC | 0.74% | Reduce -9.5% | 7,431 | $2.7M |
| Vista Capital Partners, Inc. | 0.33% | Add +0.0% | 7,429 | $2.7M |
| Kapstone Financial Advisors LLC | 1.51% | Reduce -0.1% | 7,412 | $2.7M |
| Fiducient Advisors LLC | 0.33% | Add +0.6% | 7,401 | $2.7M |
| Moss Adams Wealth Advisors LLC | 0.28% | Reduce -0.2% | 7,388 | $2.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.46% | Reduce -3.3% | 7,367 | $2.7M |
| Biltmore Family Office, LLC | 0.45% | No change | 7,360 | $2.7M |
| Middleton & Co. Inc. | 0.31% | Reduce -1.4% | 7,326 | $2.6M |
| Towercrest Capital Management | 0.50% | Reduce -23.9% | 7,325 | $2.6M |
| Red Cedar Investment Management, LLC | 0.36% | Add +0.1% | 7,298 | $2.6M |
| Texas Bank & Trust Co | 1.11% | Reduce -6.6% | 7,281 | $2.6M |
| Sabal Trust CO | 0.15% | Reduce -3.4% | 7,267 | $2.6M |
| Insight 2811, Inc. | 1.33% | Reduce -5.0% | 7,255 | $2.6M |
| Custos Family Office, LLC | 0.93% | Reduce -4.0% | 7,251 | $2.6M |
| Cove Private Wealth, LLC | 1.40% | Add +2.7% | 7,240 | $2.6M |
| Cahaba Wealth Management, Inc. | 0.22% | Reduce -4.8% | 7,214 | $2.6M |
| Suncoast Equity Management | 0.29% | No change | 7,201 | $2.6M |
| Cullinan Associates Inc. | 0.18% | No change | 7,200 | $2.6M |
| Stephens Consulting, LLC | 0.65% | No change | 7,180 | $2.6M |
| GC Wealth Management RIA, LLC | 0.47% | Add +3.7% | 7,159 | $2.6M |
| Empower Advisory Group, LLC | 0.01% | Reduce -6.6% | 7,130 | $2.6M |
| James J. Burns & Company, LLC | 0.46% | Reduce -8.6% | 7,117 | $2.6M |
| Meridian Wealth Advisors, LLC | 0.43% | No change | 7,084 | $2.6M |
| Aprio Wealth Management, LLC | 0.32% | Add +0.0% | 7,081 | $2.6M |
| Total Wealth Planning, LLC | 0.39% | Reduce -3.0% | 7,052 | $2.5M |
| Ramirez Asset Management, Inc. | 0.53% | No change | 7,050 | $2.5M |
| First National Bank Sioux Falls | 1.03% | Add +1.9% | 7,046 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -0.3% | 7,032 | $2.5M |
| Beaumont Financial Advisors, LLC | 0.20% | Reduce -0.7% | 7,029 | $2.5M |
| Snider Financial Group | 0.82% | Reduce -1.2% | 7,004 | $2.5M |
| Element Pointe Advisors, LLC | 0.61% | No change | 6,991 | $2.5M |
| PFG Advisors | 0.14% | Reduce -17.8% | 6,976 | $2.5M |
| Radnor Capital Management, LLC | 0.42% | Reduce -5.9% | 6,966 | $2.5M |
| Elevation Wealth Partners, LLC | 1.08% | Reduce -0.9% | 6,920 | $2.5M |
| Tilson Financial Group, Inc. | 0.99% | No change | 6,918 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Add +10.8% | 6,899 | $2.5M |
| Biondo Investment Advisors, LLC | 0.35% | Reduce -12.3% | 6,879 | $2.5M |
| Sandy Spring Bank | 0.10% | Reduce -1.4% | 6,870 | $2.5M |
| Moneco Advisors, LLC | 0.26% | Reduce -3.6% | 6,868 | $2.5M |
| Nikulski Financial, Inc. | 0.75% | Reduce -4.8% | 6,858 | $2.5M |
| Crewe Advisors LLC | 0.35% | Reduce -3.4% | 6,853 | $2.5M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -10.1% | 7,068 | $2.5M |
| Moloney Securities Asset Management, LLC | 0.33% | Add +4.7% | 6,819 | $2.5M |
| Midwest Professional Planners, LTD. | 0.77% | Add +0.4% | 6,809 | $2.5M |
| Win Advisors, Inc. | 1.26% | Reduce -2.1% | 6,775 | $2.4M |
| Alliance Wealth Management Group | 0.66% | No change | 6,762 | $2.4M |
| Savvy Advisors, Inc. | 0.25% | Add +17.2% | 6,762 | $2.4M |
| Betterment LLC | 0.01% | Add +1.4% | 6,746 | $2.4M |
| General Partner, Inc. | 1.57% | No change | 6,696 | $2.4M |
| Flywheel Private Wealth LLC | 2.19% | Reduce -3.3% | 6,663 | $2.4M |
| Trilogy Capital Inc. | 0.13% | Add +4.3% | 6,660 | $2.4M |
| Turtle Creek Wealth Advisors, LLC | 0.36% | New | 6,628 | $2.4M |
| Beirne Wealth Consulting Services, LLC | 0.85% | Add +0.0% | 6,616 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -25.2% | 6,607 | $2.4M |
| Trust Point Inc. | 0.22% | Reduce -0.4% | 6,588 | $2.4M |
| CGN Advisors LLC | 0.23% | Add +1.8% | 6,580 | $2.4M |
| Gryphon Financial Partners LLC | 0.35% | Add +2.1% | 6,549 | $2.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Add +2.1% | 6,548 | $2.4M |
| Maryland Capital Advisors Inc. | 1.04% | No change | 6,543 | $2.4M |
| Auour Investments LLC | 0.85% | Add +0.2% | 6,388 | $2.3M |
| Cannell & Spears LLC | 0.05% | Reduce -0.1% | 6,483 | $2.3M |
| Fortress Financial Group, LLC | 2.33% | Add +0.2% | 6,471 | $2.3M |
| Atalanta Sosnoff Capital, LLC | 0.06% | Add +21.0% | 6,461 | $2.3M |
| G2 Capital Management, LLC / Oh | 0.71% | No change | 6,459 | $2.3M |
| Cambridge Advisors Inc. | 0.51% | No change | 6,453 | $2.3M |
| GTS Securities LLC | 0.10% | New | 6,439 | $2.3M |
| Vance Wealth, LLC | 0.87% | Reduce -16.3% | 6,389 | $2.3M |
| Transcend Capital Advisors, LLC | 0.17% | Add +1.6% | 6,372 | $2.3M |
| Brady Martz Wealth Solutions, LLC | 0.52% | Reduce -4.2% | 6,370 | $2.3M |
| Independence Bank of Kentucky | 0.36% | No change | 6,363 | $2.3M |
| Integrated Capital Management, Inc. | 1.83% | Reduce -12.2% | 6,356 | $2.3M |
| Chesley Taft & Associates LLC | 0.11% | Add +0.3% | 6,352 | $2.3M |
| Q3 Asset Management | 1.55% | Add +129.3% | 6,259 | $2.3M |
| Plancorp, LLC | 0.09% | Add +30.4% | 6,242 | $2.3M |
| Focus Financial Network, Inc. | 0.09% | Add +6.7% | 6,204 | $2.2M |
| Hoese & Co LLP | 1.94% | No change | 6,192 | $2.2M |
| Bogart Wealth, LLC | 0.11% | Add +1.8% | 6,189 | $2.2M |
| Magnus Financial Group LLC | 0.22% | Add +26.1% | 6,169 | $2.2M |
| WealthBridge Capital Management, LLC | 0.63% | Reduce -1.4% | 6,141 | $2.2M |
| Plante Moran Financial Advisors, LLC | 0.19% | Add +0.5% | 6,139 | $2.2M |
| Highline Wealth Partners LLC | 0.75% | Reduce -22.2% | 6,138 | $2.2M |
| Trademark Financial Management, LLC | 1.69% | Add +1.8% | 6,126 | $2.2M |
| Veracity Capital LLC | 0.87% | Reduce -3.9% | 6,108 | $2.2M |
| Becker Capital Management Inc. | 0.07% | Add +0.0% | 6,082 | $2.2M |
| Clifford Group, LLC | 2.05% | Reduce -2.0% | 6,069 | $2.2M |
| Principal Securities, Inc. | 0.05% | Add +0.3% | 5,443 | $2.2M |
| Summit Financial Strategies, Inc. | 0.22% | Add +20.1% | 6,032 | $2.2M |
| Investmark Advisory Group LLC | 1.07% | Reduce -1.3% | 6,019 | $2.2M |
| Beaton Management Co. Inc. | 1.13% | Reduce -2.4% | 6,009 | $2.2M |
| Palisade Asset Management, LLC | 0.22% | Reduce -0.6% | 6,000 | $2.2M |
| ALM First Financial Advisors, LLC | 0.49% | No change | 7,285 | $2.2M |
| Wescott Financial Advisory Group, LLC | 0.22% | Reduce -2.3% | 5,993 | $2.2M |
| Seven Mile Advisory | 1.44% | Reduce -3.8% | 5,979 | $2.2M |
| Tocqueville Asset Management L.P. | 0.04% | Add +4.4% | 5,973 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +6.3% | 5,968 | $2.2M |
| National Philanthropic Trust | 0.03% | Add +7.7% | 5,965 | $2.2M |
| Quadrant Private Wealth Management, LLC | 0.53% | Reduce -10.9% | 5,928 | $2.1M |
| Marmo Financial Group, LLC | 1.17% | Add +6.4% | 5,926 | $2.1M |
| Gries Financial LLC | 0.41% | Reduce -0.6% | 5,895 | $2.1M |
| TD Asset Management Inc | 0.00% | No change | 5,893 | $2.1M |
| Journey Strategic Wealth LLC | 0.07% | Reduce -7.0% | 5,880 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.14% | No change | 5,876 | $2.1M |
| Blankinship & Foster, LLC | 0.54% | Add +15.3% | 5,875 | $2.1M |
| Manchester Capital Management LLC | 0.26% | Reduce -0.0% | 5,872 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +5.4% | 5,871 | $2.1M |
| Allegheny Financial Group | 0.54% | Add +7.1% | 5,868 | $2.1M |
| GWN Securities Inc. | 0.12% | Add +410.5% | 5,641 | $2.1M |
| Wick Capital Partners, LLC | 0.62% | Add +8.6% | 5,765 | $2.1M |
| Cooper Financial Group | 0.27% | Reduce -8.9% | 5,762 | $2.1M |
| Norris Perne & French LLP | 0.16% | Reduce -10.3% | 5,753 | $2.1M |
| Koshinski Asset Management, Inc. | 0.18% | Add +2.5% | 5,732 | $2.1M |
| Cascade Wealth Advisors, Inc | 1.43% | Reduce -1.4% | 5,852 | $2.1M |
| Autumn Glory Partners, LLC | 1.02% | No change | 5,707 | $2.1M |
| Sterling Investment Counsel, LLC | 0.70% | New | 5,695 | $2.1M |
| TD Waterhouse Canada Inc. | 0.02% | Add +22.9% | 5,612 | $2.0M |
| Dentgroup LLC | 1.53% | Add +592.6% | 5,652 | $2.0M |
| Greenspring Advisors, LLC | 0.48% | Reduce -0.8% | 5,651 | $2.0M |
| CCG Wealth Management, LLC | 1.22% | No change | 5,648 | $2.0M |
| Insight Inv LLC | 1.40% | Reduce -0.3% | 5,626 | $2.0M |
| Independent Advisor Alliance | 0.07% | Reduce -85.6% | 5,590 | $2.0M |
| Clear Creek Financial Management, LLC | 0.21% | Reduce -5.9% | 5,589 | $2.0M |
| Detalus Advisors, LLC | 0.63% | New | 5,584 | $2.0M |
| Trust Co of the South | 0.42% | No change | 5,564 | $2.0M |
| Colonial Trust Co / SC | 0.31% | Reduce -0.3% | 5,562 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.18% | Reduce -29.3% | 5,528 | $2.0M |
| Balentine LLC | 0.08% | New | 5,535 | $2.0M |
| Cannon Financial Strategists, Inc. | 0.34% | Reduce -15.8% | 5,520 | $2.0M |
| Secure Asset Management, LLC | 0.40% | Add +264.8% | 5,494 | $2.0M |
| Bearing Point Capital, LLC | 0.42% | No change | 5,488 | $2.0M |
| Signet Financial Management, LLC | 0.27% | Reduce -9.2% | 5,474 | $2.0M |
| Old Mission Investment Co LLC | 0.59% | Reduce -1.5% | 5,462 | $2.0M |
| Tarbox Family Office, Inc. | 0.33% | No change | 5,449 | $2.0M |
| PGIM Custom Harvest LLC | 0.05% | Add +27.3% | 5,428 | $2.0M |
| Lee Danner & Bass Inc. | 0.16% | Reduce -1.6% | 5,424 | $2.0M |
| Modern Wealth Management, LLC | 0.06% | Reduce -0.1% | 5,419 | $2.0M |
| JP Wealth Management, Inc. | 1.57% | No change | 5,400 | $1.9M |
| Salomon & Ludwin, LLC | 0.21% | Reduce -0.9% | 5,389 | $1.9M |
| Empirical Asset Management, LLC | 0.66% | Add +1.3% | 5,366 | $1.9M |
| HUB Investment Partners, LLC | 0.08% | No change | 5,297 | $1.9M |
| Silver Oak Securities, Incorporated | 0.18% | Reduce -55.8% | 5,292 | $1.9M |
| Assetmark, Inc. | 0.01% | Reduce -9.8% | 5,273 | $1.9M |
| Forte Capital LLC | 0.23% | No change | 5,263 | $1.9M |
| West Michigan Advisors, LLC | 0.63% | Reduce -6.3% | 5,254 | $1.9M |
| Regal Investment Advisors LLC | 0.15% | Reduce -23.9% | 5,245 | $1.9M |
| RiverFront Investment Group, LLC | 0.04% | Add +17.2% | 5,210 | $1.9M |
| Evergreen Capital Management LLC | 0.06% | Add +14.9% | 5,199 | $1.9M |
| Almanack Investment Partners, LLC. | 0.37% | Reduce -29.2% | 5,189 | $1.9M |
| Luts & Greenleigh Group, Inc. | 1.86% | Reduce -0.0% | 5,188 | $1.9M |
| Investment Advisory Group, LLC | 0.62% | Add +0.3% | 5,156 | $1.9M |
| Caldwell Trust Co | 0.20% | Add +2.3% | 5,146 | $1.9M |
| Archer Investment Corp | 0.48% | Reduce -8.0% | 5,135 | $1.9M |
| Great Waters Wealth Management | 0.26% | Reduce -17.9% | 5,132 | $1.9M |
| Sovran Advisors, LLC | 0.24% | Reduce -10.4% | 5,405 | $1.8M |
| Beacon Financial Advisory LLC | 0.56% | Add +10.4% | 5,112 | $1.8M |
| Providence Capital Advisors, LLC | 0.38% | Reduce -5.6% | 5,108 | $1.8M |
| Welch & Forbes LLC | 0.02% | Add +11.9% | 5,090 | $1.8M |
| Acropolis Investment Management, LLC | 0.11% | Reduce -1.2% | 5,074 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.64% | Reduce -1.1% | 5,057 | $1.8M |
| International Assets Investment Management, LLC | 0.16% | Reduce -52.1% | 5,050 | $1.8M |
| Asset Dedication, LLC | 0.15% | No change | 5,048 | $1.8M |
| Salem Investment Counselors Inc. | 0.06% | Add +1.6% | 5,037 | $1.8M |
| IFG Advisors, LLC | 0.35% | Reduce -0.2% | 5,022 | $1.8M |
| Matrix Private Capital Group LLC | 1.08% | Reduce -0.6% | 5,012 | $1.8M |
| Financial Connections Group, Inc. | 0.81% | No change | 4,974 | $1.8M |
| Home Federal Bank of Tennessee | 0.53% | No change | 4,960 | $1.8M |
| Transamerica Financial Advisors, LLC | 0.18% | Add +15.3% | 4,960 | $1.8M |
| RPg Family Wealth Advisory, LLC | 0.51% | New | 4,949 | $1.8M |
| Curated Wealth Partners LLC | 0.23% | No change | 4,927 | $1.8M |
| Performance Wealth Partners, LLC | 0.06% | Reduce -0.0% | 4,911 | $1.8M |
| Thomasville National Bank | 0.13% | Reduce -0.8% | 4,906 | $1.8M |
| VeraBank, N.A. | 0.49% | Reduce -2.0% | 4,853 | $1.8M |
| Petix & Botte Co | 0.46% | Reduce -0.3% | 4,852 | $1.8M |
| Mma Asset Management LLC | 0.73% | No change | 4,831 | $1.7M |
| Berbice Capital Management LLC | 1.50% | Add +58.6% | 4,829 | $1.7M |
| Friday Financial | 1.04% | No change | 4,753 | $1.7M |
| Aft, Forsyth & Company, Inc. | 0.94% | Add +0.0% | 4,813 | $1.7M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +101.5% | 4,800 | $1.7M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -7.8% | 4,793 | $1.7M |
| Brown Financial Advisory | 1.09% | Add +29.3% | 4,771 | $1.7M |
| Glassman Wealth Services | 0.29% | Add +5.5% | 4,740 | $1.7M |
| RKL Wealth Management LLC | 0.16% | Reduce -9.0% | 4,701 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.14% | Reduce -9.8% | 4,682 | $1.7M |
| Bensler, LLC | 0.21% | Reduce -0.5% | 4,674 | $1.7M |
| Northeast Investment Management | 0.08% | Add +12.0% | 4,666 | $1.7M |
| Tranquility Partners, LLC | 0.65% | Add +2.9% | 4,631 | $1.7M |
| 1834 Investment Advisors Co. | 0.22% | Reduce -16.0% | 4,619 | $1.7M |
| Fiduciary Alliance LLC | 0.16% | New | 4,610 | $1.7M |
| Emprise Bank | 0.89% | Reduce -9.7% | 4,594 | $1.7M |
| SkyView Investment Advisors, LLC | 0.25% | Reduce -6.6% | 4,583 | $1.7M |
| Twin Peaks Wealth Advisors, LLC | 0.75% | Add +501.3% | 4,696 | $1.7M |
| Wealthedge Investment Advisors, LLC | 0.75% | Reduce -7.2% | 4,577 | $1.7M |
| KCM Investment Advisors LLC | 0.06% | Reduce -4.2% | 4,575 | $1.7M |
| WASHINGTON TRUST Co | 0.06% | No change | 4,575 | $1.7M |
| Nicolet Advisory Services, LLC | 0.16% | Add +22.2% | 4,803 | $1.7M |
| Tassel Capital Management, Inc. | 1.44% | Add +11.4% | 4,563 | $1.6M |
| Blue Bell Private Wealth Management, LLC | 0.31% | Reduce -0.1% | 4,548 | $1.6M |
| Roman Butler Fullerton & Co. | 0.64% | Reduce -42.7% | 4,658 | $1.6M |
| Verus Capital Partners, LLC | 0.16% | No change | 4,524 | $1.6M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -0.5% | 4,502 | $1.6M |
| Intrust Bank NA | 0.16% | Reduce -0.1% | 4,485 | $1.6M |
| Brown, Lisle/Cummings, Inc. | 0.47% | No change | 4,475 | $1.6M |
| Broadview Financial Management, LLC | 1.20% | Reduce -0.5% | 4,467 | $1.6M |
| Beacon Financial Group | 0.18% | Reduce -14.0% | 4,467 | $1.6M |
| Advisors Capital Management, LLC | 0.03% | Reduce -22.0% | 4,457 | $1.6M |
| Washington Trust Advisors, Inc. | 0.14% | Add +4.3% | 4,439 | $1.6M |
| Cardiff Park Advisors, LLC | 0.16% | Reduce -1.3% | 4,438 | $1.6M |
| Rossmore Private Capital | 0.20% | Add +62.2% | 4,435 | $1.6M |
| Roehl & Yi Investment Advisors, LLC | 0.87% | Reduce -0.6% | 4,419 | $1.6M |
| BOK Financial Private Wealth, Inc. | 0.12% | No change | 4,418 | $1.6M |
| Grant Street Asset Management, Inc. | 0.39% | Add +0.1% | 4,409 | $1.6M |
| MWA Asset Management | 1.10% | Reduce -3.3% | 4,407 | $1.6M |
| Willow Creek Wealth Management Inc. | 0.15% | Reduce -1.6% | 4,406 | $1.6M |
| Cascade Financial Partners, LLC | 0.20% | No change | 4,397 | $1.6M |
| Castle Wealth Management LLC | 0.62% | No change | 4,395 | $1.6M |
| Keystone Wealth Services, LLC | 0.43% | Reduce -2.0% | 4,393 | $1.6M |
| TCV Trust & Wealth Management, Inc. | 0.15% | No change | 4,379 | $1.6M |
| Hancock Whitney Corp. | 0.05% | Reduce -6.9% | 4,378 | $1.6M |
| Sage Capital Management, LLC | 0.86% | Add +0.1% | 4,371 | $1.6M |
| Clarkston Capital Partners, LLC | 0.03% | Add +7.8% | 4,364 | $1.6M |
| Valley National Advisers Inc. | 0.28% | No change | 4,349 | $1.6M |
| HTG Investment Advisors, Inc. | 0.65% | Reduce -1.9% | 4,343 | $1.6M |
| Burns J W & Co. Inc. | 0.20% | Add +0.6% | 4,323 | $1.6M |
| Bedel Financial Consulting, Inc. | 0.22% | No change | 4,197 | $1.6M |
| Kanawha Capital Management LLC | 0.12% | Add +7.9% | 4,264 | $1.5M |
| Ironwood Financial, llc | 0.33% | Reduce -1.0% | 4,253 | $1.5M |
| Evermay Wealth Management LLC | 0.20% | Reduce -1.2% | 4,220 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | New | 4,208 | $1.5M |
| Venturi Wealth Management, LLC | 0.08% | Add +7.3% | 4,200 | $1.5M |
| Norris Financial Group, LLC | 0.71% | Reduce -25.5% | 4,189 | $1.5M |
| Engineers Gate Manager LP | 0.03% | Add +186.1% | 4,189 | $1.5M |
| MBL Wealth, LLC | 0.15% | Add +0.2% | 4,171 | $1.5M |
| Jupiter Wealth Management LLC | 0.91% | No change | 3,735 | $1.5M |
| Brio Consultants, LLC | 0.24% | Add +14.7% | 4,148 | $1.5M |
| S.A. Mason LLC | 0.79% | No change | 4,144 | $1.5M |
| RFP Financial Group LLC | 0.60% | No change | 4,135 | $1.5M |
| Renasant Bank | 0.98% | Reduce -1.8% | 4,102 | $1.5M |
| Orser Capital Management, LLC | 1.09% | Reduce -2.0% | 4,094 | $1.5M |
| Cambridge Financial Group, LLC | 0.63% | No change | 4,088 | $1.5M |
| Townsend Asset Management Corp. /NC/ | 0.57% | Reduce -7.3% | 4,085 | $1.5M |
| Raab & Moskowitz Asset Management LLC | 0.37% | Reduce -0.7% | 4,076 | $1.5M |
| Regimen Wealth, LLC | 0.47% | Add +0.1% | 4,068 | $1.5M |
| Jacobi Capital Management LLC | 0.11% | Reduce -8.4% | 4,068 | $1.5M |
| Rockwood Wealth Management, LLC | 0.15% | Reduce -9.2% | 4,059 | $1.5M |
| Financial Sense Advisors, Inc. | 0.42% | Add +7.2% | 4,051 | $1.5M |
| Gallacher Capital Management LLC | 0.71% | Reduce -0.7% | 4,036 | $1.5M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Add +2.6% | 4,034 | $1.5M |
| BSW Wealth Partners | 0.22% | Add +15.8% | 4,019 | $1.5M |
| Laurel Wealth Advisors LLC | 0.23% | Add +0.8% | 4,015 | $1.4M |
| Wealthspire Retirement, LLC | 0.11% | Reduce -0.3% | 3,993 | $1.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.39% | No change | 3,983 | $1.4M |
| Florida Trust Wealth Management Co | 0.05% | Reduce -0.5% | 3,977 | $1.4M |
| HMS Capital Management, LLC | 0.79% | No change | 4,371 | $1.4M |
| PFG Investments, LLC | 0.09% | Reduce -5.4% | 3,944 | $1.4M |
| Donaldson Capital Management, LLC | 0.05% | Reduce -18.2% | 3,920 | $1.4M |
| Allodium Investment Consultants, LLC | 1.04% | Reduce -2.0% | 3,918 | $1.4M |
| Independent Solutions Wealth Management, LLC | 0.32% | Reduce -6.1% | 3,936 | $1.4M |
| Arax Advisory Partners | 0.09% | Reduce -4.8% | 3,887 | $1.4M |
| First Hawaiian Bank | 0.20% | Reduce -29.1% | 3,887 | $1.4M |
| Delta Financial Group, Inc. | 0.32% | Add +0.3% | 3,707 | $1.4M |
| Alteri Wealth LLC | 0.62% | Reduce -4.4% | 3,875 | $1.4M |
| Symphony Financial Services, Inc. | 0.91% | Add +3.5% | 3,875 | $1.4M |
| Private Wealth Asset Management, LLC | 0.20% | — | 3,859 | $1.4M |
| Planning Alternatives Ltd. | 0.21% | No change | 3,855 | $1.4M |
| Brookmont Capital Management | 0.78% | Reduce -4.0% | 3,845 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +7.7% | 3,841 | $1.4M |
| Partners in Financial Planning | 0.28% | No change | 3,840 | $1.4M |
| Strategies Wealth Advisors, LLC | 0.17% | Add +76.2% | 3,838 | $1.4M |
| Carret Asset Management, LLC | 0.16% | Reduce -8.2% | 3,832 | $1.4M |
| Benchmark Financial Wealth Advisors, LLC | 0.52% | Reduce -9.5% | 3,831 | $1.4M |
| Morton Capital Management LLC | 0.27% | No change | 3,830 | $1.4M |
| Ewa, LLC | 0.51% | Reduce -0.1% | 3,817 | $1.4M |
| Nova R Wealth, Inc. | 0.68% | Reduce -0.2% | 3,810 | $1.4M |
| Sheets Smith Wealth Management | 0.17% | No change | 3,803 | $1.4M |
| BlueChip Wealth Advisors LLC | 0.67% | No change | 3,800 | $1.4M |
| Good Life Advisors, LLC | 0.10% | Add +6.5% | 3,799 | $1.4M |
| Pin Oak Investment Advisors Inc. | 1.05% | No change | 4,166 | $1.4M |
| Cordgrass Capital Advisors, LLC | 0.39% | No change | 3,770 | $1.4M |
| Edgemoor Investment Advisors, Inc. | 0.13% | Reduce -7.6% | 3,762 | $1.4M |
| Colony Family Offices, LLC | 0.42% | No change | 3,745 | $1.4M |
| Integrity Alliance, Llc. | 0.05% | Add +324.1% | 3,728 | $1.3M |
| CFS Investment Advisory Services, LLC | 0.12% | Add +41.9% | 3,727 | $1.3M |
| American Financial & Tax Strategies Inc. | 0.72% | Reduce -0.1% | 3,703 | $1.3M |
| American Investment Services, Inc. | 0.23% | Reduce -2.5% | 3,698 | $1.3M |
| Forum Private Client Group LLC | 0.58% | Reduce -4.7% | 3,679 | $1.3M |
| Greenwood Gearhart LLC | 0.09% | Reduce -2.6% | 3,669 | $1.3M |
| Pursue Wealth Partners LLC | 0.81% | Add +1.2% | 3,668 | $1.3M |
| PrairieView Partners, LLC | 0.14% | Reduce -2.6% | 3,667 | $1.3M |
| Essex Bank | 0.33% | No change | 3,662 | $1.3M |
| Asset Management Group, Inc. | 0.24% | Reduce -2.5% | 3,648 | $1.3M |
| Intelligence Driven Advisers, LLC | 0.25% | Add +261.4% | 3,636 | $1.3M |
| Encompass Wealth Advisors, LLC | 0.53% | Reduce -0.7% | 3,633 | $1.3M |
| Fortis Capital Advisors, LLC | 0.26% | Add +39.6% | 3,607 | $1.3M |
| Archford Capital Strategies, LLC | 0.19% | No change | 3,600 | $1.3M |
| Boyum Wealth Architects LLC | 1.26% | — | 3,595 | $1.3M |
| Selective Wealth Management, Inc. | 0.56% | Reduce -21.3% | 3,702 | $1.3M |
| BHK Investment Advisors, LLC | 0.55% | Reduce -7.0% | 3,586 | $1.3M |
| NWK Group, Inc. | 0.59% | Add +26.4% | 3,578 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +17.9% | 3,575 | $1.3M |
| GAMCO Investors | 0.01% | No change | 3,570 | $1.3M |
| Adero Partners, LLC | 0.08% | Add +21.6% | 3,568 | $1.3M |
| Obermeyer Wealth Partners | 0.07% | Add +27.1% | 3,565 | $1.3M |
| Personal Cfo Solutions, LLC | 0.26% | New | 3,554 | $1.3M |
| FWL Investment Management, LLC | 0.48% | Reduce -6.0% | 3,550 | $1.3M |
| Ballast Advisors LLC | 0.41% | Add +4.6% | 3,543 | $1.3M |
| Harvest Investment Services, LLC | 0.36% | Reduce -6.3% | 3,543 | $1.3M |
| Pallas Capital Advisors LLC | 0.05% | No change | 3,523 | $1.3M |
| Baker Tilly Wealth Management, LLC | 0.50% | Add +79.1% | 3,513 | $1.3M |
| Davidson Trust Co. | 0.60% | Add +255.6% | 3,506 | $1.3M |
| Asset Allocation Strategies LLC | 0.31% | Reduce -18.6% | 3,488 | $1.3M |
| Financial Advocates Investment Management | 0.09% | Reduce -58.6% | 3,470 | $1.3M |
| Parisi Gray Wealth Management | 0.41% | Add +3.6% | 3,460 | $1.2M |
| Quadrant Capital Group LLC | 0.05% | Reduce -1.6% | 3,455 | $1.2M |
| 17 Capital Partners, LLC | 0.80% | Add +8.6% | 3,453 | $1.2M |
| Trivium Point Advisory, LLC | 0.15% | Add +0.1% | 3,450 | $1.2M |
| Golden Road Advisors LLC | 0.97% | Reduce -1.6% | 3,443 | $1.2M |
| Forefront Wealth Partners, LLC | 0.84% | Reduce -35.0% | 3,430 | $1.2M |
| Advisory Resource Group | 0.25% | Reduce -78.4% | 3,428 | $1.2M |
| Riverpoint Wealth Management Holdings, LLC | 0.32% | Add +0.1% | 3,427 | $1.2M |
| Heritage Financial Services, LLC | 0.12% | Reduce -2.6% | 3,424 | $1.2M |
| Lyell Wealth Management, LP | 0.12% | No change | 3,415 | $1.2M |
| WealthPLAN Partners, LLC | 0.17% | Add +0.6% | 3,408 | $1.2M |
| Schnieders Capital Management LLC | 0.26% | Reduce -3.6% | 3,404 | $1.2M |
| Coastal Bridge Advisors, LLC | 0.18% | Add +72.2% | 3,401 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.25% | Add +13.9% | 3,400 | $1.2M |
| Riverview Capital Advisers, LLC | 0.38% | Add +1.2% | 3,386 | $1.2M |
| Realta Investment Advisors | 0.55% | Add +25.2% | 3,365 | $1.2M |
| Aspen Grove Capital, LLC | 0.23% | Add +13.5% | 3,358 | $1.2M |
| United Bank | 0.15% | Add +22.3% | 3,349 | $1.2M |
| Financial Management Network Inc. | 0.27% | Reduce -4.0% | 3,686 | $1.2M |
| Founders Financial Securities LLC | 0.10% | Add +7.2% | 3,295 | $1.2M |
| Proactive Wealth Strategies LLC | 0.64% | Add +0.1% | 3,319 | $1.2M |
| Chapin Davis, Inc. | 0.41% | Reduce -9.8% | 3,313 | $1.2M |
| Bulltick Wealth Management, LLC | 0.32% | New | 3,311 | $1.2M |
| Titleist Asset Management, LLC | 0.14% | Add +62.8% | 3,310 | $1.2M |
| Watershed Private Wealth LLC | 0.48% | Reduce -0.5% | 3,300 | $1.2M |
| Alamar Capital Management, LLC | 0.71% | Reduce -10.8% | 3,296 | $1.2M |
| SP Asset Management LLC | 0.10% | No change | 3,293 | $1.2M |
| Summit X, LLC | 0.25% | Reduce -3.8% | 3,290 | $1.2M |
| Sharp Wealth Advisory, LLC | 0.91% | Add +4.0% | 3,289 | $1.2M |
| Bluespring Wealth Management, LLC | 0.12% | No change | 3,286 | $1.2M |
| Wealthstar Advisors, LLC | 0.54% | Reduce -8.0% | 3,282 | $1.2M |
| Financial Perspectives, Inc | 0.40% | Add +0.5% | 3,261 | $1.2M |
| Activest Wealth Management | 0.32% | Reduce -3.4% | 3,253 | $1.2M |
| Benjamin Edwards Inc. | 0.02% | Add +0.1% | 3,253 | $1.2M |
| Stegner Investment Associates Inc. | 0.82% | Reduce -0.4% | 3,250 | $1.2M |
| Manhattan West Asset Management, LLC | 0.30% | Add +5.4% | 3,227 | $1.2M |
| Berkeley Capital Partners, LLC | 0.32% | Add +0.1% | 3,226 | $1.2M |
| Woodmont Investment Counsel LLC | 0.08% | Add +9.4% | 3,225 | $1.2M |
| Orgel Wealth Management, LLC | 0.03% | Add +25.0% | 3,221 | $1.2M |
| Capital Analysts, LLC | 0.04% | Add +36.2% | 3,219 | $1.2M |
| Aspen Wealth Management LLC | 0.33% | Add +0.1% | 3,210 | $1.2M |
| Bailard, Inc. | 0.03% | Add +26.7% | 3,199 | $1.2M |
| GW Henssler & Associates Ltd. | 0.07% | Add +48.7% | 3,189 | $1.2M |
| Kera Capital Partners, Inc. | 0.34% | No change | 3,187 | $1.2M |
| Destination Wealth Management | 0.04% | Add +3.0% | 3,184 | $1.1M |
| Bank of New Hampshire | 0.30% | No change | 3,180 | $1.1M |
| Pacific Financial Group Inc. | 0.92% | Add +0.0% | 3,172 | $1.1M |
| Columbia Bank | 0.39% | Add +27.9% | 3,154 | $1.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.06% | Reduce -1.4% | 3,150 | $1.1M |
| Falcon Wealth Planning | 0.13% | Add +36.3% | 3,149 | $1.1M |
| M. Kulyk & Associates, LLC | 0.26% | Reduce -11.4% | 3,144 | $1.1M |
| Farmers National Bank | 0.32% | Add +6.3% | 3,142 | $1.1M |
| SageView Advisory Group, LLC | 0.05% | Reduce -1.1% | 3,141 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -4.8% | 3,144 | $1.1M |
| Appleton Partners Inc. | 0.09% | Reduce -0.4% | 3,138 | $1.1M |
| Seneca Financial Advisors LLC | 0.55% | Add +0.1% | 3,136 | $1.1M |
| Tritonpoint Wealth, LLC | 0.11% | Reduce -5.4% | 3,135 | $1.1M |
| Financial Partners Group, Inc | 0.17% | Add +2.1% | 3,129 | $1.1M |
| Westmount Partners, LLC | 0.34% | Reduce -10.2% | 3,129 | $1.1M |
| Diversified Enterprises, LLC | 0.10% | Add +2.1% | 3,126 | $1.1M |
| Verus Wealth Management, LLC | 1.24% | No change | 3,122 | $1.1M |
| HHM Wealth Advisors, LLC | 0.15% | No change | 3,105 | $1.1M |
| Rockbridge Investment Management, LCC | 0.13% | No change | 3,083 | $1.1M |
| Park Edge Advisors, LLC | 0.31% | Reduce -55.5% | 3,073 | $1.1M |
| Strategic Financial Services, Inc. | 0.06% | Reduce -10.6% | 3,070 | $1.1M |
| Zhang Financial LLC | 0.06% | Add +7.8% | 3,054 | $1.1M |
| Code Waechter LLC | 0.90% | No change | 3,040 | $1.1M |
| Carnegie Investment Counsel | 0.03% | Add +18.4% | 3,297 | $1.1M |
| CBIZ Investment Advisory Services, LLC | 0.05% | Reduce -2.4% | 3,029 | $1.1M |
| Silicon Valley Capital Partners | 0.14% | Add +0.1% | 3,026 | $1.1M |
| Stanich Group LLC | 0.81% | No change | 3,017 | $1.1M |
| LS Investment Advisors, LLC | 0.17% | No change | 3,016 | $1.1M |
| WestHill Financial Advisors, Inc. | 0.25% | Reduce -1.0% | 3,013 | $1.1M |
| Drive Wealth Management, LLC | 0.25% | Reduce -0.3% | 3,002 | $1.1M |
| HFG Advisors, Inc. | 0.93% | No change | 3,001 | $1.1M |
| Greatmark Investment Partners, Inc. | 0.15% | No change | 2,988 | $1.1M |
| Atala Financial Inc | 0.79% | Reduce -6.7% | 2,987 | $1.1M |
| Ballew Advisors, Inc | 0.72% | Reduce -0.3% | 3,077 | $1.1M |
| AAF Wealth Management, LLC | 0.58% | Reduce -2.6% | 2,968 | $1.1M |
| Opus Capital Group, LLC | 0.14% | Reduce -0.8% | 2,957 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.29% | Reduce -6.7% | 2,943 | $1.1M |
| Heartwood Wealth Advisors LLC | 0.12% | Reduce -3.5% | 2,943 | $1.1M |
| First Commonwealth Financial Corp | 0.25% | No change | 2,937 | $1.1M |
| Smith Salley Wealth Management | 0.07% | Reduce -9.9% | 2,932 | $1.1M |
| Tortoise Investment Management, LLC | 0.11% | No change | 2,928 | $1.1M |
| Maxele Advisors, LLC | 1.02% | Reduce -2.3% | 2,917 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +1.7% | 2,915 | $1.1M |
| Goldstein Advisors, LLC | 0.15% | Add +5.9% | 2,900 | $1.0M |
| Geneva Partners, LLC | 0.54% | Reduce -0.4% | 2,898 | $1.0M |
| Anderson Hoagland & Co. | 0.12% | No change | 3,255 | $1.0M |
| Waterfront Wealth Inc. | 0.25% | No change | 2,878 | $1.0M |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -16.0% | 2,878 | $1.0M |
| Addison Advisors LLC | 0.28% | No change | 2,876 | $1.0M |
| HBW Advisory Services LLC | 0.15% | Reduce -6.1% | 2,875 | $1.0M |
| Interchange Capital Partners, LLC | 0.29% | Reduce -1.1% | 2,862 | $1.0M |
| Argus Investors' Counsel, Inc. | 0.79% | Reduce -8.5% | 2,860 | $1.0M |
| Hurley Capital, LLC | 0.78% | Reduce -21.9% | 2,853 | $1.0M |
| Galvin, Gaustad & Stein, LLC | 0.09% | Add +1.7% | 2,847 | $1.0M |
| David Wealth Management LLC | 0.86% | No change | 2,839 | $1.0M |
| Arlington Financial Advisors, LLC | 0.18% | Add +138.1% | 2,833 | $1.0M |
| Rollins Financial Advisors, LLC | 0.18% | Reduce -0.9% | 2,830 | $1.0M |
| Hemington Wealth Management | 0.16% | Reduce -4.7% | 2,828 | $1.0M |
| Parkshore Wealth Management, Inc. | 0.59% | Add +0.0% | 2,824 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +53.4% | 2,817 | $1.0M |
| TAGStone Capital, Inc. | 0.50% | Add +5.8% | 2,810 | $1.0M |
| Baker Boyer National Bank | 0.37% | No change | 2,810 | $1.0M |
| Arista Wealth Management, LLC | 0.25% | No change | 2,808 | $1.0M |
| Per Stirling Capital Management, LLC. | 0.15% | Reduce -3.4% | 2,794 | $1.0M |
| Chicago Capital, LLC | 0.03% | Add +0.9% | 2,791 | $1.0M |
| Capital City Trust Co. | 0.28% | Reduce -11.4% | 2,791 | $1.0M |
| First City Capital Management, Inc. | 0.60% | Reduce -5.1% | 2,779 | $1.0M |
| RPG Investment Advisory, LLC | 0.07% | Add +92.7% | 2,778 | $1.0M |
| Orrstown Financial Services Inc. | 0.24% | Reduce -0.1% | 2,776 | $1.0M |
| TFR Capital, LLC. | 0.42% | Reduce -12.2% | 2,771 | $1.0M |
| Klingman & Associates, LLC | 0.06% | Add +27.8% | 2,770 | $1.0M |
| Golden State Wealth Management, LLC | 0.15% | Add +311.2% | 2,743 | $991K |
| St. Clair Advisors, LLC | 0.28% | Reduce -14.2% | 2,741 | $990K |
| First Bank & Trust | 0.19% | Reduce -1.4% | 2,738 | $989K |
| Sprinkle Financial Consultants LLC | 0.63% | Add +0.1% | 2,731 | $986K |
| Latitude Advisors, LLC | 0.57% | Reduce -61.4% | 2,728 | $985K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +5.7% | 2,710 | $979K |
| Cozad Asset Management Inc. | 0.10% | No change | 2,710 | $978K |
| Flagship Private Wealth, LLC | 0.47% | Add +11.2% | 2,705 | $977K |
| Insight Advisors, LLC/ PA | 0.17% | Add +0.0% | 2,703 | $976K |
| Barnes Pettey Financial Advisors, LLC | 0.76% | No change | 2,695 | $973K |
| Ellevest, Inc. | 0.06% | Add +15.9% | 2,689 | $971K |
| Sunbelt Securities, Inc. | 0.09% | Add +18.0% | 2,683 | $969K |
| Smithfield Trust Co | 0.05% | No change | 2,663 | $962K |
| Capital Advantage, Inc. | 0.18% | No change | 2,395 | $962K |
| Stratos Investment Management, LLC | 0.05% | Add +21.3% | 2,653 | $958K |
| Millennium Management | 0.00% | Reduce -87.2% | 2,639 | $953K |
| Spinnaker Trust | 0.06% | Reduce -0.5% | 2,636 | $952K |
| Gotham Asset Management | 0.01% | Add +11.8% | 2,636 | $952K |
| CoreCap Advisors, LLC | 0.04% | Reduce -62.6% | 2,633 | $951K |
| Coastline Trust Co | 0.12% | Reduce -0.8% | 2,633 | $951K |
| Petredis Investment Advisors LLC | 0.10% | No change | 2,623 | $947K |
| Naviter Wealth, LLC | 0.11% | No change | 2,618 | $944K |
| Ackerman Capital Advisors, LLC | 0.25% | No change | 2,610 | $942K |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -13.1% | 2,609 | $942K |
| Thrive Wealth Management, LLC | 0.18% | Reduce -48.2% | 2,609 | $942K |
| Fortis Group Advisors, LLC | 0.18% | No change | 2,577 | $931K |
| Ritholtz Wealth Management | 0.03% | Reduce -13.5% | 2,573 | $929K |
| Everett Harris & Co. | 0.01% | No change | 2,573 | $929K |
| LRI Investments, LLC | 0.09% | Add +114.4% | 2,571 | $929K |
| Tennessee Valley Asset Management Partners | 0.15% | Add +0.5% | 2,570 | $928K |
| Theory Financial LLC | 0.39% | No change | 2,567 | $927K |
| Estate Counselors, LLC | 0.10% | Reduce -14.2% | 2,561 | $925K |
| Resonant Capital Advisors, LLC | 0.06% | Add +0.2% | 2,558 | $924K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -1.2% | 2,544 | $919K |
| Peak Planning Group, LLC | 0.39% | Reduce -0.6% | 2,541 | $918K |
| Strategic Blueprint, LLC | 0.05% | Add +5.6% | 2,537 | $916K |
| Kelman-Lazarov, Inc. | 0.17% | Add +309.1% | 2,532 | $914K |
| Wedmont Private Capital | 0.05% | Reduce -0.9% | 2,605 | $912K |
| Power Wealth Management LLC | 0.37% | No change | 2,520 | $910K |
| Pandora Wealth, Inc. | 0.60% | — | 2,515 | $908K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.38% | No change | 2,510 | $906K |
| Edgestream Partners, L.P. | 0.03% | Add +101.8% | 2,504 | $904K |
| Topsail Wealth Management, LLC | 0.18% | Add +639.9% | 2,486 | $898K |
| Ascentis Independent Advisors | 0.18% | Reduce -23.2% | 2,485 | $897K |
| MA Private Wealth | 0.17% | No change | 2,485 | $897K |
| Mattern Capital Management, LLC | 0.11% | Reduce -38.8% | 2,485 | $897K |
| Bank of Hawaii | 0.05% | No change | 2,476 | $894K |
| TFC Financial Management, Inc. | 0.14% | Reduce -4.0% | 2,475 | $894K |
| Union Savings Bank | 0.44% | No change | 2,472 | $893K |
| Kingstone Capital Partners Texas, LLC | 0.72% | Reduce -0.1% | 2,471 | $892K |
| Signature Wealth Management Partners, LLC | 0.58% | Reduce -4.6% | 2,464 | $890K |
| GPS Wealth Strategies Group, LLC | 0.12% | Add +3.0% | 2,452 | $885K |
| Aventura Private Wealth, LLC | 0.46% | No change | 2,444 | $883K |
| Madison Asset Management, LLC | 0.01% | No change | 2,440 | $881K |
| Axis Wealth Partners, LLC | 0.64% | Add +0.1% | 2,416 | $872K |
| Family Manage LLC | 0.14% | No change | 2,415 | $872K |
| Prosperity Wealth Management, Inc. | 0.41% | No change | 2,412 | $871K |
| Fortitude Financial, LLC | 0.83% | Add +8.3% | 2,404 | $868K |
| Sincerus Advisory, LLC | 0.91% | Reduce -0.1% | 2,401 | $867K |
| Vontobel Holding Ltd. | 0.00% | No change | 2,400 | $867K |
| WNY Asset Management, LLC | 0.10% | Reduce -0.5% | 2,393 | $864K |
| Tull Financial Group, Inc. | 0.50% | No change | 2,393 | $864K |
| Chilton Investment Co. Inc. | 0.02% | Reduce -13.3% | 2,392 | $864K |
| Castleview Partners, LLC | 0.58% | Reduce -0.5% | 2,381 | $860K |
| Presilium Private Wealth, LLC | 0.19% | No change | 2,380 | $859K |
| Magnolia Private Wealth, LLC | 0.72% | No change | 2,373 | $857K |
| Single Point Partners, LLC | 0.20% | Add +22.5% | 2,372 | $856K |
| First Merchants Corp. | 0.03% | Reduce -6.3% | 2,370 | $856K |
| SFG Wealth Management, LLC. | 0.42% | Reduce -1.0% | 2,360 | $852K |
| Roberts Financial Services LLC | 0.17% | Reduce -20.4% | 2,355 | $850K |
| Beacon Capital Management, LLC | 0.11% | Add +0.1% | 2,349 | $848K |
| Compton Wealth Advisory Group, LLC | 0.24% | Reduce -2.9% | 2,347 | $847K |
| PBMares Wealth Management LLC | 0.17% | No change | 2,342 | $846K |
| Wealth Architects, LLC | 0.09% | Reduce -5.6% | 2,329 | $841K |
| TruNorth Capital Management, LLC | 0.21% | Add +566.8% | 2,327 | $840K |
| First Financial Corp. | 0.41% | Reduce -5.7% | 2,324 | $839K |
| Eight 31 Financial, LLC | 0.54% | No change | 2,308 | $833K |
| Verus Financial Partners, Inc. | 0.09% | No change | 2,362 | $832K |
| Prosperity Planning, Inc. | 0.37% | No change | 2,301 | $831K |
| Victory Financial Group, LLC | 0.16% | Reduce -3.3% | 2,300 | $830K |
| LM Advisors LLC | 0.15% | Add +25.3% | 2,294 | $828K |
| Reston Wealth Management LLC | 0.33% | Add +0.1% | 2,291 | $827K |
| Mosaic Financial Group, LLC | 0.67% | Add +0.1% | 2,286 | $825K |
| Hamilton Point Investment Advisors, LLC | 0.15% | No change | 2,278 | $823K |
| Apollon Financial, LLC | 0.19% | Add +25.5% | 2,264 | $818K |
| Evensky & Katz LLC | 0.05% | Reduce -19.1% | 2,260 | $816K |
| Ledyard National Bank | 0.08% | Reduce -2.0% | 2,256 | $815K |
| West Paces Advisors Inc. | 0.19% | Add +8.8% | 2,254 | $814K |
| Full Sail Capital, LLC | 0.05% | Reduce -0.3% | 2,253 | $814K |
| CWA Asset Management Group, LLC | 0.04% | Reduce -7.4% | 2,250 | $813K |
| Elevatus Welath Management | 0.46% | No change | 2,249 | $812K |
| Integrity Wealth Solutions LLC | 0.44% | Add +0.1% | 2,244 | $810K |
| Norden Group LLC | 0.09% | Add +27.7% | 2,244 | $810K |
| Kaydan Wealth Management, Inc. | 0.26% | Add +9.8% | 2,232 | $806K |
| Oak Wealth Advisors LLC | 0.59% | Reduce -0.9% | 2,224 | $803K |
| Capital Wealth Alliance, LLC | 0.48% | Reduce -45.7% | 2,223 | $803K |
| Kavar Capital Partners Group, LLC | 0.13% | No change | 2,219 | $801K |
| Lee Financial Co | 0.12% | No change | 2,219 | $801K |
| Money Concepts Capital Corp. | 0.06% | Reduce -74.1% | 2,218 | $801K |
| Insigneo Advisory Services, LLC | 0.08% | Reduce -1.5% | 2,218 | $801K |
| Sightline Wealth Advisors, LLC | 0.42% | Reduce -0.5% | 2,216 | $800K |
| Mascagni Wealth Management, Inc. | 0.80% | No change | 2,213 | $799K |
| Larson Financial Group LLC | 0.04% | Reduce -2.7% | 2,210 | $798K |
| Weaver Consulting Group | 0.24% | No change | 2,207 | $797K |
| Gateway Wealth Partners, LLC | 0.18% | Reduce -23.6% | 2,205 | $796K |
| Private Wealth Advisors, LLC | 0.33% | No change | 2,202 | $795K |
| Anson Capital, Inc. | 0.68% | No change | 2,200 | $794K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +22.3% | 2,198 | $794K |
| Bordeaux Wealth Advisors LLC | 0.15% | No change | 2,197 | $793K |
| Schechter Investment Advisors, LLC | 0.07% | Add +8.3% | 2,194 | $792K |
| Kendall Capital Management | 0.23% | Reduce -13.3% | 2,190 | $791K |
| YANKCOM Partnership | 0.43% | Reduce -0.1% | 2,187 | $790K |
| Parker Financial LLC | 0.38% | Reduce -16.6% | 2,185 | $789K |
| GEM Asset Management, LLC | 0.44% | No change | 2,167 | $788K |
| Harfst & Associates, Inc. | 0.18% | No change | 2,181 | $788K |
| PUREfi Wealth, LLC | 0.79% | Add +120.3% | 2,181 | $788K |
| Greenland Capital Management LP | 0.14% | New | 2,181 | $788K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.17% | Reduce -1.5% | 2,230 | $785K |
| Atwood & Palmer Inc. | 0.05% | Reduce -14.7% | 2,175 | $785K |
| Capital Advisors Inc. | 0.02% | No change | 2,174 | $785K |
| Russell Investments Group, Ltd. | 0.00% | Add +25.9% | 2,173 | $785K |
| Stockman Wealth Management, Inc. | 0.12% | Reduce -6.5% | 2,171 | $784K |
| KilterHowling LLC | 0.51% | Add +0.1% | 2,085 | $783K |
| Burling Wealth Partners, LLC | 0.16% | Add +31.2% | 2,164 | $781K |
| Burney Co./ | 0.03% | No change | 2,154 | $778K |
| Debussy Capital Management LP | 0.12% | No change | 2,147 | $775K |
| Members Wealth LLC | 0.58% | Reduce -8.6% | 2,144 | $774K |
| J. W. Coons Advisors, LLC | 0.20% | Reduce -6.5% | 2,142 | $774K |
| Parsons Capital Management Inc. | 0.04% | Reduce -0.1% | 2,131 | $769K |
| Operose Advisors LLC | 0.25% | Add +0.1% | 2,131 | $769K |
| Main Management LLC | 0.07% | No change | 2,126 | $768K |
| Arbor Capital Management Inc. | 0.74% | Add +6.9% | 2,107 | $767K |
| Keebeck Wealth Management | 0.11% | Add +31.1% | 2,117 | $764K |
| Citizens & Northern Corp. | 0.22% | Reduce -12.7% | 2,116 | $764K |
| Towne Trust Company, N.A | 0.27% | Add +31.8% | 2,112 | $763K |
| Gitterman Wealth Management, LLC | 0.20% | Add +21.9% | 2,111 | $762K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -15.1% | 2,094 | $756K |
| Principle Wealth Partners LLC | 0.05% | No change | 2,094 | $756K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -20.2% | 2,085 | $753K |
| SpringVest Wealth Management LLC | 0.62% | Add +3.9% | 2,070 | $747K |
| Marino, Stram & Associates LLC | 0.17% | No change | 2,066 | $746K |
| Sovereign Financial Group, Inc. | 0.17% | Reduce -3.4% | 2,066 | $746K |
| Northwest Financial Advisors | 0.62% | Reduce -2.2% | 2,061 | $744K |
| High Falls Advisors, Inc | 0.17% | Add +46.6% | 2,050 | $740K |
| Demars Financial Group, LLC | 0.31% | Reduce -1.5% | 2,047 | $739K |
| Enterprise Bank & Trust Co | 0.29% | Reduce -4.5% | 2,047 | $739K |
| Forthright Family Wealth Advisory LLC | 0.49% | No change | 2,046 | $739K |
| LBMC Investment Advisors, LLC | 0.06% | Reduce -0.6% | 2,038 | $736K |
| Insight Wealth Strategies, LLC | 0.10% | Add +0.1% | 2,038 | $736K |
| Pps&v Asset Management Consultants, Inc. | 0.53% | No change | 2,036 | $735K |
| Heritage Investors Management Corp. | 0.03% | Reduce -22.5% | 2,036 | $735K |
| Hubbell Strickland Wealth Management, LLC | 0.35% | Add +0.1% | 2,035 | $735K |
| Mayflower Financial Advisors, LLC | 0.11% | Add +0.6% | 2,032 | $734K |
| Hazlett, Burt & Watson, Inc. | 0.33% | Reduce -26.6% | 2,034 | $732K |
| Ring Mountain Capital, LLC | 0.55% | Reduce -1.2% | 2,017 | $728K |
| William Howard & Co Financial Advisors Inc | 0.68% | Add +0.1% | 2,016 | $728K |
| Presidio Capital Management, LLC | 0.30% | Add +14.9% | 2,016 | $728K |
| Lodestar Private Asset Management LLC | 0.09% | Add +0.1% | 2,016 | $728K |
| TRUE Private Wealth Advisors | 0.09% | No change | 2,015 | $728K |
| JTC Employer Solutions Trustee Ltd | 0.06% | No change | 2,016 | $727K |
| Pennington Partners & Co., LLC | 0.42% | Add +7.7% | 2,013 | $727K |
| Navis Wealth Advisors, LLC | 0.71% | Reduce -17.1% | 2,000 | $722K |
| Sage Rhino Capital LLC | 0.17% | No change | 2,000 | $722K |
| McIlrath & Eck, LLC | 0.09% | Reduce -1.0% | 1,992 | $719K |
| Cassia Capital Partners, LLC | 0.45% | No change | 1,980 | $715K |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -3.6% | 1,980 | $715K |
| Muirfield Wealth Advisors LLC | 0.61% | Add +0.1% | 1,979 | $715K |
| BIP Wealth, LLC | 0.05% | Reduce -3.2% | 1,979 | $715K |
| Valley Wealth Managers, Inc. | 0.05% | Reduce -12.7% | 1,979 | $715K |
| Anchor Investment Management, LLC | 0.07% | No change | 1,977 | $714K |
| Callan Capital, LLC | 0.05% | Add +217.2% | 1,973 | $712K |
| MMBG Investment Advisors Co. | 0.08% | No change | 1,969 | $711K |
| Advisory Alpha, LLC | 0.02% | Add +0.1% | 1,967 | $710K |
| EnRich Financial Partners LLC | 0.24% | Reduce -0.1% | 1,965 | $710K |
| Von Berge Wealth Management Group, LLC | 0.46% | Add +2.1% | 1,971 | $708K |
| Beese Fulmer Investment Management, Inc. | 0.06% | No change | 1,956 | $706K |
| Gray Private Wealth, LLC | 0.42% | No change | 1,948 | $703K |
| UNIVEST FINANCIAL Corp | 0.05% | Add +0.1% | 1,948 | $703K |
| Strategic Financial Concepts, LLC | 0.13% | Add +0.3% | 1,945 | $702K |
| Northwest Capital Management Inc | 0.29% | No change | 1,940 | $701K |
| Allred Capital Management, LLC | 0.28% | Reduce -2.5% | 1,932 | $698K |
| Nabity-Jensen Investment Management Inc | 0.55% | No change | 1,931 | $697K |
| Little House Capital LLC | 0.19% | Reduce -13.4% | 1,930 | $697K |
| Gibson Capital, LLC | 0.15% | No change | 1,930 | $697K |
| Wealthgarden F.S. LLC | 0.67% | Reduce -1.2% | 1,926 | $696K |
| Lam Group, Inc. | 0.51% | No change | 1,925 | $695K |
| Rosenblum Silverman Sutton S F Inc. | 0.19% | Add +0.1% | 1,924 | $695K |
| King Wealth Management Group | 0.11% | Add +6.3% | 1,922 | $694K |
| Weatherly Asset Management L. P. | 0.06% | No change | 1,915 | $691K |
| Patten & Patten Inc. | 0.05% | No change | 1,911 | $690K |
| Bremer Bank National Association | 0.12% | No change | 1,909 | $689K |
| Traphagen Investment Advisors LLC | 0.07% | Reduce -3.6% | 1,907 | $689K |
| Bragg Financial Advisors, Inc | 0.03% | Add +43.9% | 1,904 | $688K |
| Pension & Wealth Management Advisors, Inc. | 0.26% | No change | 1,899 | $686K |
| Telos Capital Management, Inc. | 0.07% | Add +2.4% | 1,899 | $686K |
| Camden National Bank | 0.10% | Reduce -15.9% | 1,895 | $684K |
| Pacific Point Advisors, LLC | 0.38% | Add +34.5% | 1,893 | $684K |
| Magnolia Capital Advisors LLC | 0.19% | Add +2.3% | 1,890 | $682K |
| Alpha Cubed Investments, LLC | 0.03% | Add +2.2% | 1,888 | $682K |
| Capital Management Associates, Inc | 0.15% | Add +100.0% | 1,888 | $682K |
| TCI Wealth Advisors, Inc. | 0.05% | Add +10.5% | 1,888 | $682K |
| Jacobsen Capital Management | 0.30% | No change | 1,886 | $681K |
| Howard Wealth Management, LLC | 0.38% | Reduce -0.9% | 1,879 | $679K |
| Providence First Trust Co | 0.27% | Add +0.1% | 1,876 | $677K |
| Steph & Co. | 0.24% | No change | 1,870 | $675K |
| Hanover Advisors Inc. | 0.29% | No change | 1,869 | $675K |
| Sachem Hill LLC | 0.13% | No change | 1,869 | $675K |
| CFO4Life Group, LLC | 0.11% | Reduce -9.1% | 1,860 | $672K |
| Curran Financial Partners, LLC | 0.16% | Add +0.7% | 1,858 | $671K |
| Monterey Private Wealth, Inc. | 0.20% | Reduce -1.0% | 1,858 | $671K |
| Csenge Advisory Group | 0.04% | Reduce -37.4% | 1,962 | $670K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | No change | 1,856 | $670K |
| Brogan Financial, Inc. | 0.33% | Add +0.1% | 1,855 | $670K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -15.1% | 1,848 | $667K |
| North Berkeley Wealth Management, LLC | 0.69% | Add +27.4% | 1,847 | $667K |
| Persium Advisors, LLC | 0.63% | No change | 1,846 | $667K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.27% | No change | 1,935 | $665K |
| Oxler Private Wealth LLC | 0.23% | Add +0.1% | 1,841 | $665K |
| Global Assets Advisory, LLC | 0.13% | Add +200.0% | 1,911 | $664K |
| Blue Chip Partners, LLC | 0.06% | Reduce -0.5% | 1,837 | $663K |
| Greenhouse Wealth Management, LLC | 0.50% | Add +0.1% | 1,835 | $663K |
| Creative Financial Designs Inc. | 0.05% | Add +1.6% | 1,831 | $661K |
| Acima Private Wealth, LLC | 0.24% | No change | 1,829 | $660K |
| Benedict Financial Advisors Inc. | 0.15% | Reduce -9.8% | 1,824 | $659K |
| S.E.E.D. Planning Group LLC | 0.22% | Reduce -1.7% | 1,822 | $658K |
| Sunpointe, LLC | 0.35% | Reduce -1.4% | 1,817 | $656K |
| Allium Financial Advisors, LLC | 0.60% | — | 1,816 | $656K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.1% | 1,815 | $655K |
| Stonehearth Capital Management, LLC | 0.27% | Reduce -7.7% | 1,812 | $654K |
| Beaird Harris Wealth Management, LLC | 0.06% | Reduce -4.1% | 1,811 | $654K |
| Texas Yale Capital Corp. | 0.03% | No change | 1,808 | $653K |
| Reynders McVeigh Capital Management, LLC | 0.04% | Reduce -0.2% | 1,805 | $652K |
| Taylor & Morgan Wealth Management, LLC | 0.49% | No change | 1,804 | $651K |
| Cypress Financial Planning LLC | 0.23% | Reduce -3.5% | 1,798 | $649K |
| Stanley-Laman Group, Ltd. | 0.10% | No change | 1,797 | $649K |
| Baring Financial LLC | 0.54% | Reduce -8.7% | 1,796 | $648K |
| Parr McKnight Wealth Management Group, LLC | 0.09% | No change | 1,794 | $648K |
| Well Done, LLC | 0.12% | No change | 1,612 | $647K |
| Warner Financial, Inc. | 0.29% | Reduce -0.3% | 1,790 | $647K |
| Lionshead Wealth Management, LLC | 0.67% | Reduce -47.0% | 1,790 | $647K |
| Bridgewater Advisors Inc. | 0.06% | New | 1,763 | $647K |
| Blue Barn Wealth, LLC | 0.34% | No change | 1,790 | $646K |
| ORG Partners LLC | 0.16% | Add +45.3% | 1,781 | $646K |
| Collective Family Office LLC | 0.17% | No change | 1,780 | $643K |
| First Manhattan Co. Llc. | 0.00% | Reduce -25.6% | 1,773 | $640K |
| Bell Bank | 0.03% | No change | 1,766 | $638K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -0.9% | 1,765 | $637K |
| Bristlecone Advisors, LLC | 0.05% | Reduce -13.1% | 1,764 | $637K |
| Builder Investment Group Inc. | 0.18% | No change | 1,755 | $634K |
| Alpine Bank Wealth Management | 0.10% | — | 1,755 | $634K |
| Family Investment Center, Inc. | 0.15% | Reduce -0.5% | 1,753 | $633K |
| waypoint wealth counsel | 0.40% | Reduce -5.9% | 1,751 | $632K |
| Barnett & Company, Inc. | 0.53% | Reduce -4.1% | 1,747 | $631K |
| Mairs & Power Inc. | 0.01% | No change | 1,746 | $630K |
| Ariadne Wealth Management, LP | 0.33% | Reduce -7.3% | 1,674 | $627K |
| Burton Enright Welch | 0.13% | No change | 1,733 | $626K |
| Francis Financial, Inc. | 0.15% | No change | 1,731 | $625K |
| Trexquant Investment LP | 0.01% | Add +64.4% | 1,731 | $625K |
| Lauterbach Financial Advisors, LLC | 0.39% | No change | 1,728 | $624K |
| Goldstone Financial Group, LLC | 0.09% | Reduce -32.5% | 1,720 | $621K |
| Novus Advisors, LLC | 0.63% | Reduce -2.4% | 1,720 | $621K |
| Tyche Wealth Partners LLC | 0.13% | Reduce -1.5% | 1,717 | $620K |
| Cable Hill Partners, LLC | 0.06% | Reduce -7.7% | 1,679 | $616K |
| Financial Insights, Inc. | 0.24% | Reduce -48.0% | 1,703 | $615K |
| Milestone Asset Management Group, LLC | 0.56% | Add +0.1% | 1,703 | $615K |
| O'ROURKE & COMPANY, Inc | 0.30% | Reduce -1.3% | 1,700 | $614K |
| Aries Wealth Management | 0.17% | Reduce -4.0% | 1,699 | $613K |
| Cornell Pochily Investment Advisors, Inc. | 0.22% | No change | 1,695 | $612K |
| Signal Advisors Wealth, LLC | 0.06% | Add +87.2% | 1,694 | $612K |
| Vantage Financial Partners, LLC | 0.15% | Reduce -0.7% | 1,691 | $611K |
| Commonwealth Retirement Investments LLC | 0.25% | No change | 1,674 | $604K |
| Probity Advisors, Inc. | 0.12% | Add +3.3% | 1,671 | $603K |
| Matthew Goff Investment Advisor, LLC | 0.11% | No change | 1,662 | $600K |
| Montis Financial, LLC | 0.18% | Add +65.0% | 1,658 | $599K |
| Facet Wealth, Inc. | 0.02% | Add +71.3% | 1,579 | $592K |
| Left Brain Wealth Management, LLC | 0.26% | Reduce -6.8% | 1,635 | $590K |
| Poehling Capital Management, INC. | 0.15% | No change | 1,632 | $589K |
| Fiera Capital Corp | 0.00% | Reduce -34.5% | 1,628 | $588K |
| St Germain D J Co. Inc. | 0.03% | Reduce -14.3% | 1,625 | $587K |
| Sandy Cove Advisors, LLC | 0.24% | Add +2.7% | 1,623 | $586K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.21% | Reduce -23.0% | 1,621 | $585K |
| Jentner Corp | 0.18% | Reduce -2.4% | 1,620 | $585K |
| Clarity Wealth Advisors, LLC | 0.16% | Reduce -4.4% | 1,616 | $584K |
| Kirtland Hills Capital Management, LLC | 0.36% | Reduce -2.3% | 1,707 | $583K |
| S&co Inc. | 0.04% | Reduce -0.6% | 1,617 | $583K |
| Pinion Investment Advisors, LLC | 0.13% | Reduce -0.7% | 1,613 | $582K |
| GoalVest Advisory LLC | 0.16% | Reduce -0.7% | 1,613 | $582K |
| JB Capital LLC | 0.03% | Add +7.6% | 1,611 | $582K |
| Hudson Capital Management LLC | 0.18% | Reduce -36.2% | 1,605 | $580K |
| Dempze Nancy E | 0.35% | No change | 1,600 | $578K |
| Mfa Wealth Advisors, LLC | 0.14% | No change | 1,600 | $578K |
| Kathmere Capital Management, LLC | 0.05% | No change | 1,588 | $573K |
| Glen Eagle Advisors, LLC | 0.09% | No change | 1,584 | $572K |
| Obsidian Cio, LLC | 0.09% | Add +0.6% | 1,582 | $571K |
| Catalina Capital Group, LLC | 0.38% | Reduce -72.9% | 1,582 | $571K |
| Root Financial Partners, LLC | 0.06% | Add +23.4% | 1,580 | $570K |
| Ironwood Investment Counsel, LLC | 0.10% | Reduce -8.1% | 1,579 | $570K |
| Macroview Investment Management LLC | 0.54% | Add +0.1% | 1,578 | $570K |
| Global Trust Asset Management, LLC | 0.35% | Reduce -75.9% | 1,577 | $570K |
| Waterloo Capital, L.P. | 0.05% | Add +2.7% | 1,574 | $568K |
| Pettyjohn, Wood & White, Inc. | 0.11% | No change | 1,573 | $568K |
| Journey Advisory Group, LLC | 0.05% | Add +0.7% | 1,572 | $568K |
| Vawter Financial, Ltd. | 0.32% | Reduce -11.8% | 1,563 | $564K |
| Rockland Trust Co. | 0.03% | Reduce -13.8% | 1,560 | $563K |
| Beverly Hills Private Wealth, LLC | 0.11% | No change | 1,560 | $563K |
| Mattern Wealth Management LLC | 0.12% | Reduce -4.9% | 1,557 | $562K |
| Two Sigma Securities, LLC | 0.09% | Reduce -30.9% | 1,554 | $561K |
| Twele Capital Management, Inc. | 0.12% | Reduce -0.2% | 1,553 | $561K |
| Advisor Resource Council | 0.05% | New | 3,658 | $560K |
| Compass Ion Advisors, LLC | 0.07% | No change | 1,551 | $560K |
| Altus Wealth Management, LLC | 0.26% | No change | 1,543 | $557K |
| LMCG Investments, LLC | 0.04% | Reduce -23.9% | 1,543 | $557K |
| Revisor Wealth Management LLC | 0.25% | New | 1,540 | $556K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -0.5% | 1,536 | $555K |
| Hartford Financial Management Inc. | 0.11% | Add +8.5% | 1,532 | $553K |
| South Plains Financial, Inc. | 0.43% | No change | 1,529 | $552K |
| JFG Wealth Management, LLC | 0.13% | Reduce -77.3% | 1,527 | $551K |
| American Money Management, LLC | 0.10% | Reduce -5.7% | 1,522 | $550K |
| Requisite Capital Management, LLC | 0.12% | New | 1,522 | $550K |
| Eastern Bank | 0.01% | Reduce -9.8% | 1,520 | $549K |
| Tyler-Stone Wealth Management | 0.10% | No change | 1,520 | $549K |
| McNamara Financial Services, Inc. | 0.12% | Add +21.0% | 1,518 | $548K |
| Catalyst Private Wealth, LLC | 0.27% | Reduce -0.4% | 1,512 | $546K |
| Ardent Capital Management, Inc. | 0.24% | No change | 1,510 | $545K |
| Dagco, Inc. | 0.18% | Add +2.4% | 1,507 | $544K |
| Invictus Private Wealth, LLC | 0.04% | Reduce -1.6% | 1,506 | $544K |
| North Star Investment Management Corp. | 0.04% | Add +13.6% | 1,505 | $543K |
| Planning Directions Inc. | 0.23% | New | 1,502 | $542K |
| Orin Green Financial, LLC | 0.26% | New | 1,630 | $542K |
| Richardson Capital Management LLC | 0.34% | Add +3.2% | 1,501 | $542K |
| Cardinal Strategic Wealth Guidance | 0.17% | Reduce -4.5% | 1,498 | $541K |
| Planning Center, Inc. | 0.06% | Add +107.0% | 1,497 | $541K |
| Empire Financial Management Company, LLC | 0.17% | Reduce -9.4% | 1,492 | $539K |
| New Republic Capital, LLC | 0.23% | Reduce -1.2% | 1,477 | $533K |
| New Millennium Group LLC | 0.35% | No change | 1,476 | $533K |
| Landmark Wealth Management, LLC | 0.23% | No change | 1,473 | $532K |
| Point Windward Advisors Inc. | 0.21% | No change | 1,471 | $531K |
| LVM Capital Management Ltd. | 0.06% | No change | 1,465 | $529K |
| Liberty Capital Management, Inc. | 0.12% | Reduce -0.5% | 1,465 | $529K |
| BKM Wealth Management, LLC | 0.22% | Reduce -3.5% | 1,460 | $527K |
| Charter Oak Capital Management, LLC | 0.05% | Reduce -5.1% | 1,459 | $527K |
| Kestra Investment Management, LLC | 0.01% | Add +152.0% | 1,459 | $527K |
| Stone Summit Wealth LLC | 0.18% | Reduce -16.0% | 1,458 | $526K |
| PACK Private Wealth, LLC | 0.31% | No change | 1,456 | $526K |
| GGM Financial LLC | 0.36% | Add +0.1% | 1,454 | $525K |
| AGH Wealth Advisors, LLC | 0.51% | No change | 1,450 | $524K |
| NWF Advisory Services Inc. | 0.07% | Add +4.3% | 1,445 | $522K |
| HRC Wealth Management, LLC | 0.32% | Add +12.1% | 1,440 | $520K |
| Harbor Group, Inc. | 0.10% | Add +19.4% | 1,436 | $519K |
| Precision Wealth Strategies, LLC | 0.40% | No change | 1,432 | $517K |
| Webster Bank, N. A. | 0.06% | No change | 1,430 | $516K |
| MCF Advisors LLC | 0.04% | No change | 1,429 | $516K |
| GFG Capital, LLC | 0.16% | Reduce -20.2% | 1,429 | $516K |
| Peachtree Investment Partners, LLC | 0.20% | Add +0.1% | 1,427 | $515K |
| Financial Life Planners | 0.50% | Reduce -0.3% | 1,427 | $515K |
| Wealth Management Partners, LLC | 0.24% | Add +5.9% | 1,425 | $515K |
| Royal Harbor Partners, LLC | 0.20% | No change | 1,423 | $514K |
| Kovack Advisors, Inc. | 0.05% | Reduce -19.1% | 1,420 | $513K |
| Shelton Capital Management | 0.01% | New | 1,419 | $512K |
| Armstrong, Fleming & Moore, Inc | 0.62% | New | 1,418 | $512K |
| LGL Partners, LLC | 0.25% | Add +0.1% | 1,412 | $510K |
| Everstar Asset Management, LLC | 0.34% | Reduce -33.4% | 1,410 | $509K |
| Alliance Wealth Advisors, LLC | 0.30% | No change | 1,407 | $508K |
| Klingenstein Fields & Co. LP | 0.02% | Reduce -17.9% | 1,405 | $507K |
| One Day In July LLC | 0.05% | Add +6.5% | 1,405 | $507K |
| Olde Wealth Management, LLC | 0.18% | No change | 1,405 | $507K |
| Boston Family Office LLC | 0.04% | No change | 1,403 | $507K |
| North Capital, Inc. | 0.48% | — | 1,398 | $505K |
| ESL Trust Services, LLC | 0.11% | Reduce -5.8% | 1,393 | $503K |
| Cahill Wealth Management, LLC | 0.26% | No change | 1,390 | $502K |
| FSM Wealth Advisors, LLC | 0.11% | New | 1,389 | $502K |
| Heritage Investment Group, Inc. | 0.09% | No change | 1,389 | $502K |
| Cardinal Point Capital Management ULC | 0.05% | Add +46.4% | 1,389 | $502K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -52.1% | 1,386 | $500K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 1,382 | $499K |
| Valtrion Capital Management, LLC | 0.67% | No change | 1,372 | $495K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | No change | 1,370 | $495K |
| Gilbert & Cook, Inc. | 0.07% | No change | 1,367 | $494K |
| Trust Co. of Vermont | 0.02% | Add +7.5% | 1,367 | $494K |
| Moser Wealth Advisors, LLC | 0.26% | New | 1,362 | $492K |
| Sfmg, LLC | 0.04% | Reduce -4.7% | 1,362 | $492K |
| Legacy Private Trust Co. | 0.03% | Reduce -0.7% | 1,362 | $492K |
| Planned Solutions, Inc. | 0.20% | New | 1,361 | $492K |
| Safeguard Investment Advisory Group, LLC | 0.13% | Add +0.1% | 1,361 | $491K |
| Wise Wealth Partners | 1.17% | Add +5.5% | 1,359 | $491K |
| Family Firm, Inc. | 0.11% | Add +0.1% | 1,355 | $489K |
| Colonial Trust Advisors | 0.04% | No change | 1,352 | $488K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | Reduce -0.2% | 1,352 | $488K |
| Bourgeon Capital Management LLC | 0.11% | No change | 1,350 | $487K |
| Formidable Asset Management, LLC | 0.08% | Reduce -0.8% | 1,348 | $487K |
| World Equity Group, Inc. | 0.14% | Reduce -43.2% | 1,347 | $487K |
| Reliant Wealth Planning | 0.22% | No change | 1,347 | $486K |
| Compass Wealth Management LLC | 0.12% | Reduce -3.6% | 1,340 | $484K |
| 360 Financial, Inc. | 0.17% | Reduce -2.5% | 1,339 | $484K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -29.7% | 1,330 | $480K |
| PKS Advisory Services, LLC | 0.13% | Reduce -21.5% | 1,328 | $480K |
| MontVue Capital Management, Inc. | 0.38% | Reduce -11.4% | 1,328 | $479K |
| Praetorian Wealth Management, Inc. | 0.12% | No change | 1,327 | $479K |
| Liberty Square Wealth Partners LLC | 0.18% | No change | 1,326 | $479K |
| First American Trust, FSB | 0.04% | Reduce -4.5% | 1,325 | $478K |
| Global Wealth Management Investment Advisory, Inc. | 0.10% | Add +5.3% | 1,323 | $478K |
| Strategy Asset Managers LLC | 0.10% | No change | 1,322 | $477K |
| Cypress Wealth Services, LLC | 0.10% | Reduce -8.6% | 1,321 | $477K |
| Financial Guidance Group, Inc. | 0.26% | No change | 1,320 | $477K |
| Juncture Wealth Strategies, LLC | 0.19% | No change | 1,320 | $477K |
| Horizon Investment Services, LLC | 0.23% | Reduce -1.0% | 1,319 | $476K |
| Penobscot Investment Management Company, Inc. | 0.04% | New | 1,316 | $475K |
| DecisionPoint Financial, LLC | 0.14% | No change | 1,308 | $472K |
| Rappaport Reiches Capital Management, LLC | 0.12% | Add +6.5% | 1,307 | $472K |
| JPL Wealth Management, LLC | 0.13% | Reduce -17.4% | 1,305 | $471K |
| Voisard Asset Management Group, Inc. | 0.14% | No change | 1,303 | $471K |
| Maridea Wealth Management LLC | 0.15% | Reduce -21.8% | 1,302 | $470K |
| Motco | 0.05% | Reduce -17.3% | 1,302 | $470K |
| Collar Capital Management, LLC | 0.43% | No change | 1,300 | $469K |
| Millstone Evans Group, LLC | 0.32% | Add +754.6% | 1,299 | $469K |
| Lakeridge Wealth Management LLC | 0.23% | Reduce -0.5% | 1,298 | $469K |
| IAG Wealth Partners, LLC | 0.07% | Reduce -0.2% | 1,294 | $467K |
| Mission Creek Capital Partners, Inc. | 0.11% | Reduce -3.4% | 1,291 | $466K |
| Pillar Financial Advisors, LLC | 0.35% | No change | 1,290 | $466K |
| Ashford Advisors, LLC | 0.12% | New | 1,290 | $466K |
| Rice Partnership, LLC | 0.09% | Reduce -23.0% | 1,280 | $462K |
| Impact Partnership Wealth, LLC | 0.10% | Add +9.1% | 1,275 | $461K |
| D.B. Root & Company, LLC | 0.15% | Reduce -2.5% | 1,275 | $460K |
| Legacy Wealth Management, LLC | 0.03% | Add +1.1% | 1,274 | $460K |
| Eagle Bay Advisors LLC | 0.39% | No change | 1,270 | $459K |
| Edge Financial Advisors LLC | 0.29% | Add +57.8% | 1,264 | $456K |
| Evelyn Partners Asset Management Ltd | 0.13% | No change | 1,262 | $456K |
| Pathway Financial Advisors LLC | 0.08% | Reduce -0.6% | 1,261 | $455K |
| Wayfinding Financial, LLC | 0.20% | No change | 1,253 | $452K |
| Centaurus Financial, Inc. | 0.03% | Add +9.2% | 1,251 | $452K |
| Portland Global Advisors LLC | 0.06% | No change | 1,249 | $451K |
| Peoples Bank | 0.30% | Reduce -1.9% | 1,246 | $450K |
| Moors & Cabot, Inc. | 0.02% | Add +3.3% | 1,244 | $449K |
| 4Thought Financial Group Inc. | 0.28% | Reduce -68.0% | 1,243 | $449K |
| Rialto Wealth Management, LLC | 0.14% | No change | 1,240 | $448K |
| Naples Global Advisors, LLC | 0.04% | Reduce -1.5% | 1,236 | $446K |
| German American Bancorp, Inc. | 0.05% | No change | 1,235 | $446K |
| Alpha Financial Advisors, LLC | 0.20% | Reduce -9.4% | 1,234 | $446K |
| Patrick M Sweeney & Associates, Inc. | 0.33% | No change | 1,232 | $445K |
| Aspen Investment Management Inc | 0.20% | Add +80.9% | 1,230 | $444K |
| Fairway Wealth LLC | 0.16% | Add +56.8% | 1,229 | $444K |
| Impact Capital Partners LLC | 0.16% | Reduce -14.7% | 1,229 | $444K |
| Net Worth Advisory Group | 0.14% | Add +18.1% | 1,226 | $443K |
| Guerra Pan Advisors, LLC | 0.35% | No change | 1,225 | $442K |
| Integris Wealth Management, LLC | 0.13% | No change | 1,222 | $441K |
| One Wealth Management Investment & Advisory Services, LLC | 0.73% | Add +11.2% | 1,220 | $441K |
| Arq Wealth Advisors, LLC | 0.16% | Reduce -25.9% | 1,220 | $441K |
| Princeton Global Asset Management LLC | 0.09% | Reduce -12.7% | 1,217 | $439K |
| Evolution Wealth Advisors, LLC | 0.07% | New | 1,217 | $439K |
| MSH Capital Advisors LLC | 0.14% | Reduce -8.2% | 1,216 | $439K |
| Northstar Asset Management Inc. | 0.13% | No change | 1,215 | $439K |
| Hiley Hunt Wealth Management | 0.24% | No change | 1,205 | $438K |
| GenTrust, LLC | 0.02% | New | 1,211 | $437K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.11% | No change | 1,211 | $437K |
| Antonelli Financial Advisors, LLC | 0.35% | Add +18.9% | 1,210 | $437K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Add +56.4% | 1,209 | $437K |
| Disciplined Investors, L.L.C. | 0.39% | No change | 1,208 | $436K |
| Braun Stacey Associates Inc. | 0.02% | Reduce -1.8% | 1,207 | $436K |
| Gordian Advisors LLC | 0.35% | No change | 1,204 | $435K |
| Millennium Capital Advisors, LLC | 0.32% | Add +43.7% | 1,203 | $434K |
| Novem Group | 0.06% | Reduce -0.7% | 1,200 | $433K |
| Steel Grove Capital Advisors, LLC | 0.07% | No change | 1,200 | $433K |
| Moment Partners, LLC | 0.09% | No change | 1,200 | $433K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -2.0% | 1,199 | $433K |
| Park National Corp. | 0.02% | New | 1,197 | $432K |
| BancFirst Trust & Investment Management | 0.22% | Reduce -0.9% | 1,194 | $430K |
| Westfield Capital Management Co. LP | 0.00% | Reduce -85.5% | 1,192 | $430K |
| Liberty Wealth Management LLC | 0.08% | Add +0.1% | 1,189 | $429K |
| Hollow Brook Wealth Management LLC | 0.13% | No change | 1,185 | $428K |
| Rainier Family Wealth Inc. | 0.50% | No change | 1,184 | $428K |
| BlueSky Wealth Advisors, LLC | 0.07% | Reduce -25.6% | 1,178 | $425K |
| FFT Wealth Management LLC | 0.09% | Reduce -2.4% | 1,174 | $424K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +2.9% | 1,173 | $424K |
| Marks Group Wealth Management, Inc | 0.04% | Add +1.7% | 1,164 | $420K |
| Hill Island Financial LLC | 0.12% | No change | 1,161 | $419K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Add +1.3% | 1,160 | $419K |
| Aire Advisors, LLC | 0.09% | No change | 1,159 | $418K |
| Professional Advisory Services Inc. | 0.05% | No change | 1,158 | $418K |
| Madison Wealth Partners, Inc | 0.10% | No change | 1,156 | $417K |
| First Trust Advisors LP | 0.00% | Add +20.3% | 1,151 | $416K |
| Arlington Trust Co LLC | 0.09% | Reduce -5.7% | 1,150 | $415K |
| Quest 10 Wealth Builders, Inc. | 0.44% | Reduce -8.4% | 1,091 | $414K |
| Paradigm, Strategies in Wealth Management, LLC | 0.28% | Reduce -6.5% | 1,143 | $413K |
| Torray Investment Partners LLC | 0.06% | No change | 1,138 | $411K |
| Platform Technology Partners | 0.12% | Reduce -0.2% | 1,134 | $410K |
| Wernau Asset Management Inc. | 0.42% | No change | 1,132 | $409K |
| Stuart Chaussee & Associates, Inc. | 0.10% | No change | 1,129 | $408K |
| Hager Investment Management Services, LLC | 0.28% | Reduce -28.2% | 1,127 | $407K |
| BankPlus Trust Department | 0.14% | Reduce -5.4% | 1,127 | $407K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.10% | New | 1,124 | $406K |
| Romano Brothers and Company | 0.05% | No change | 1,123 | $406K |
| Sage Private Wealth Group, LLC | 0.31% | Reduce -6.7% | 1,121 | $405K |
| IRON Financial LLC | 0.23% | No change | 1,121 | $405K |
| Austin Asset Management Co Inc | 0.09% | Add +42.3% | 1,121 | $405K |
| Transform Wealth, LLC | 0.02% | Reduce -15.6% | 1,120 | $404K |
| Scotia Capital Inc. | 0.00% | Add +3.4% | 1,118 | $404K |
| Fort Point Capital Partners LLC | 0.05% | Add +0.4% | 1,116 | $403K |
| BXM Wealth LLC | 0.48% | No change | 1,111 | $401K |
| Penney Financial, LLC | 0.26% | No change | 1,103 | $398K |
| Arvest Investments, Inc. | 0.06% | Add +3.0% | 1,097 | $396K |
| Retireful, LLC | 0.37% | Reduce -42.1% | 1,098 | $396K |
| BetterWealth, LLC | 0.11% | No change | 1,096 | $396K |
| GW&K Investment Management, LLC | 0.00% | Reduce -20.6% | 1,093 | $395K |
| Coordinated Financial Services, Inc. | 0.31% | — | 1,090 | $394K |
| Pinnacle Bancorp, Inc. | 0.13% | Add +0.5% | 1,089 | $393K |
| Tandem Capital Management Corp. | 0.22% | No change | 1,088 | $393K |
| Newton One Investments LLC | 0.14% | Reduce -2.3% | 1,087 | $393K |
| Alpha Zero LLC | 0.30% | No change | 1,087 | $393K |
| Bfsg, LLC | 0.05% | Reduce -3.5% | 1,087 | $393K |
| City State Bank | 0.13% | No change | 1,086 | $392K |
| Fca Corp. | 0.12% | No change | 1,085 | $392K |
| First Nebraska Trust Co | 0.04% | No change | 1,083 | $391K |
| Skyline Advisors, Inc. | 0.15% | Reduce -0.1% | 1,082 | $391K |
| Northwest Quadrant Wealth Management, LLC | 0.09% | Reduce -7.0% | 1,081 | $390K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,080 | $390K |
| Fort Sheridan Advisors LLC | 0.06% | Reduce -12.1% | 1,080 | $390K |
| JNBA Financial Advisors | 0.04% | No change | 1,078 | $389K |
| NBT Bank, N.A. | 0.03% | Reduce -2.7% | 1,077 | $389K |
| Optimum Investment Advisors | 0.18% | Add +5.4% | 1,076 | $389K |
| Roberts Glore & Co. Inc. | 0.12% | No change | 1,076 | $389K |
| Horst & Graben Wealth Management LLC | 0.07% | Reduce -4.4% | 1,076 | $388K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -5.5% | 1,076 | $388K |
| WBH Advisory Inc. | 0.04% | Add +13.2% | 1,075 | $388K |
| Sandbox Financial Partners, LLC | 0.14% | Reduce -5.7% | 1,074 | $388K |
| Retirement Planning Group, LLC | 0.02% | Reduce -64.3% | 1,074 | $388K |
| Granite Group Advisors, LLC | 0.27% | New | 1,073 | $387K |
| Uptick Partners, LLC | 0.13% | Reduce -3.1% | 1,073 | $387K |
| Hohimer Wealth Management, LLC | 0.08% | No change | 1,071 | $387K |
| American National Bank & Trust | 0.04% | Reduce -6.1% | 1,071 | $387K |
| LCNB Corp. | 0.14% | Reduce -1.9% | 1,071 | $387K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 962 | $386K |
| Texas Capital Bancshares Inc | 0.16% | No change | 1,067 | $386K |
| Integral Investment Advisors, Inc. | 0.12% | Reduce -45.5% | 1,066 | $385K |
| W1M Investment Management Ltd | 0.01% | No change | 1,066 | $385K |
| Greenwich Wealth Management LLC | 0.03% | Reduce -3.6% | 1,057 | $382K |
| Planwiser Financial, LLC | 0.35% | — | 1,025 | $382K |
| New Perspectives, Inc | 0.20% | No change | 1,057 | $382K |
| Bravias Capital Group, LLC | 0.31% | Reduce -1.7% | 1,054 | $380K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -5.1% | 1,052 | $380K |
| Piscataqua Savings Bank | 0.34% | Add +1.9% | 1,051 | $379K |
| Harbor Advisory Corp. | 0.13% | No change | 1,050 | $379K |
| Grange Capital, LLC | 0.44% | Reduce -8.7% | 1,049 | $379K |
| Bright Futures Wealth Management, LLC. | 0.42% | No change | 1,135 | $377K |
| River Wealth Advisors LLC | 0.05% | No change | 1,043 | $377K |
| Triad Wealth Partners, LLC | 0.12% | Reduce -0.9% | 1,042 | $376K |
| Bank of Stockton | 0.12% | Reduce -0.9% | 1,040 | $376K |
| ZWJ Investment Counsel Inc. | 0.02% | No change | 1,038 | $375K |
| JBR Co Financial Management Inc | 0.22% | No change | 1,037 | $374K |
| Tompkins Financial Corp. | 0.04% | No change | 1,034 | $373K |
| Center for Financial Planning, Inc. | 0.05% | Reduce -6.0% | 1,032 | $373K |
| Redwood Financial Network Corp | 0.28% | Add +14.8% | 1,030 | $372K |
| Beacon Bank & Trust | 0.09% | No change | 1,030 | $372K |
| Capital Insight Partners, LLC | 0.06% | No change | 1,025 | $370K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -0.2% | 1,023 | $369K |
| Neumann Capital Management, LLC | 0.13% | No change | 1,022 | $369K |
| Perennial Advisors, LLC | 0.07% | New | 1,022 | $369K |
| Chemistry Wealth Management LLC | 0.09% | No change | 1,020 | $368K |
| LongView Wealth Management | 0.11% | Add +55.4% | 1,016 | $367K |
| 49 Wealth Management, LLC | 0.04% | Reduce -31.6% | 1,015 | $367K |
| Pacific Sun Financial Corp | 0.21% | Add +6.5% | 1,015 | $367K |
| Johnson Financial Group, LLC | 0.04% | New | 1,013 | $366K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -10.6% | 1,041 | $364K |
| Cooper/Haims Advisors, LLC | 0.20% | Reduce -8.9% | 1,008 | $364K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 1,007 | $364K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -6.2% | 1,001 | $361K |
| LPWM LLC | 0.12% | No change | 1,000 | $361K |
| Vision Capital Management, Inc. | 0.05% | No change | 999 | $361K |
| Fusion Family Wealth, LLC | 0.03% | No change | 997 | $360K |
| Headinvest, LLC | 0.07% | No change | 993 | $359K |
| Country Trust Bank | 0.01% | No change | 993 | $359K |
| Aspire Private Capital, LLC | 0.09% | No change | 992 | $358K |
| Copia Wealth Management | 0.33% | No change | 990 | $357K |
| Berger Financial Group, Inc | 0.02% | Reduce -3.5% | 983 | $355K |
| Lord & Richards Wealth Management, LLC | 0.40% | Reduce -13.6% | 981 | $354K |
| First County Bank | 0.20% | Reduce -1.2% | 981 | $354K |
| TigerOak Management, L.L.C. | 0.14% | No change | 979 | $354K |
| Solutions 4 Wealth, Ltd | 0.62% | Add +7.0% | 978 | $353K |
| HCR Wealth Advisors | 0.05% | Reduce -1.1% | 976 | $352K |
| 1776 Wealth LLC | 0.16% | Add +60.9% | 970 | $350K |
| Blue Fin Capital, Inc. | 0.07% | Add +0.1% | 970 | $350K |
| Talon Private Wealth, LLC | 0.05% | Add +200.0% | 900 | $350K |
| Adell Harriman & Carpenter Inc. | 0.03% | Add +1.6% | 961 | $347K |
| Ashford Capital Management Inc. | 0.04% | No change | 958 | $346K |
| F/m Investments LLC | 0.01% | Reduce -3.6% | 958 | $346K |
| One Charles Private Wealth Services, LLC | 0.11% | Reduce -0.7% | 957 | $346K |
| Napatree Capital LLC | 0.19% | New | 956 | $345K |
| Aveo Capital Partners, LLC | 0.06% | Reduce -31.1% | 926 | $345K |
| Oder Investment Management, LLC | 0.29% | Reduce -4.9% | 950 | $343K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 949 | $343K |
| Mayfair Advisory Group, LLC | 0.20% | Add +10.2% | 947 | $342K |
| Barclays PLC | 0.00% | Reduce -99.1% | 945 | $341K |
| Wilson & Boucher Capital Management, LLC | 0.25% | No change | 940 | $339K |
| Childress Capital Advisors, LLC | 0.10% | Add +65.4% | 936 | $338K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -0.4% | 933 | $337K |
| Heritage Wealth Management, Inc. | 0.29% | Reduce -2.9% | 930 | $336K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +0.1% | 928 | $335K |
| Abacus Planning Group, Inc. | 0.06% | No change | 925 | $334K |
| Fortitude Family Office, LLC | 0.12% | No change | 924 | $334K |
| Black Diamond Financial, LLC | 0.05% | No change | 924 | $334K |
| Round Rock Advisors LLC | 0.06% | No change | 921 | $332K |
| Values Added Financial LLC | 0.18% | Reduce -7.1% | 920 | $332K |
| Commons Capital, LLC | 0.30% | No change | 919 | $332K |
| Arcadia Investment Advisors LLC | 0.18% | No change | 913 | $330K |
| McElhenny Sheffield Capital Management, LLC | 0.12% | Reduce -10.8% | 913 | $330K |
| Wealthquest Corp | 0.03% | Reduce -5.5% | 910 | $329K |
| IMA Advisory Services, Inc. | 0.04% | No change | 910 | $329K |
| Wilkins Investment Counsel Inc. | 0.05% | New | 909 | $328K |
| Abbot Financial Management, Inc. | 0.17% | No change | 908 | $328K |
| Matisse Capital | 0.17% | No change | 907 | $328K |
| Ironwood Investment Management LLC | 0.18% | No change | 906 | $327K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Reduce -17.9% | 906 | $327K |
| Carson Advisory Inc. | 0.22% | No change | 905 | $327K |
| Clarity Capital Partners LLC | 0.13% | Reduce -21.0% | 904 | $326K |
| Berkeley, Inc | 0.15% | No change | 903 | $326K |
| Elk River Wealth Management LLC | 0.06% | Reduce -6.2% | 901 | $325K |
| Dahring | Cusmano LLC | 0.28% | Add +0.1% | 898 | $324K |
| Gemmer Asset Management LLC | 0.03% | No change | 896 | $324K |
| Clark Asset Management, LLC | 0.05% | New | 895 | $323K |
| Trek Financial, LLC | 0.02% | Reduce -63.6% | 894 | $323K |
| Private Management Group Inc. | 0.01% | No change | 890 | $321K |
| Peak Financial Advisors LLC | 0.16% | Reduce -2.5% | 889 | $321K |
| Aureus Asset Management, LLC | 0.02% | Reduce -27.8% | 888 | $321K |
| First National Bank of Hutchinson | 0.21% | No change | 885 | $320K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +27.3% | 881 | $318K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 880 | $318K |
| Strategic Financial Partners, Ltd. | 0.17% | No change | 879 | $317K |
| Onyx Bridge Wealth Group LLC | 0.05% | New | 876 | $316K |
| Phillips Financial Management, LLC | 0.02% | No change | 874 | $316K |
| Sachetta, LLC | 0.13% | Add +5.6% | 874 | $316K |
| Astoria Portfolio Advisors LLC. | 0.11% | Add +12.5% | 902 | $315K |
| Tradewinds, LLC. | 0.09% | No change | 873 | $315K |
| Summit Investment Advisory Services, LLC | 0.15% | No change | 873 | $315K |
| RB Capital Management, LLC | 0.08% | Add +0.1% | 870 | $314K |
| Balboa Wealth Partners | 0.08% | Reduce -3.7% | 868 | $314K |
| Parcion Private Wealth LLC | 0.03% | No change | 865 | $312K |
| Shufro Rose & Co. LLC | 0.02% | No change | 864 | $312K |
| Rossby Financial, LCC | 0.13% | New | 846 | $309K |
| JGP Wealth Management, LLC | 0.04% | Reduce -3.6% | 853 | $308K |
| Invesco Ltd. | 0.00% | No change | 852 | $308K |
| Prestige Wealth Management Group LLC | 0.07% | Reduce -23.9% | 847 | $306K |
| Wood Tarver Financial Group, LLC | 0.10% | No change | 846 | $305K |
| McCarthy & Cox | 0.13% | Reduce -8.9% | 846 | $305K |
| Lokken Investment Group LLC | 0.13% | Add +0.7% | 846 | $305K |
| Orion Capital Management LLC | 0.13% | No change | 846 | $305K |
| Shepherd Financial Partners LLC | 0.04% | No change | 844 | $305K |
| Blue Zone Wealth Advisors, LLC | 0.08% | No change | 841 | $304K |
| Riversedge Advisors, LLC | 0.07% | Reduce -0.4% | 839 | $303K |
| Evoke Wealth, LLC | 0.01% | No change | 839 | $303K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 838 | $303K |
| Foster & Motley Inc. | 0.02% | No change | 835 | $302K |
| Prasad Wealth Partners, LLC | 0.10% | Add +0.1% | 834 | $301K |
| DSM Capital Partners LLC | 0.01% | Reduce -97.6% | 833 | $301K |
| Cedar Wealth Management, LLC | 0.11% | No change | 832 | $301K |
| Grey Ledge Advisors, LLC | 0.08% | Reduce -4.5% | 832 | $301K |
| MKT Advisors LLC | 0.14% | Add +14.3% | 914 | $298K |
| Aspect Partners, LLC | 0.17% | No change | 825 | $298K |
| M3 Advisory Group, LLC | 0.23% | Add +0.1% | 822 | $297K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 790 | $297K |
| Parker Investment Management, LLC | 0.05% | No change | 821 | $296K |
| Rothschild Wealth LLC | 0.08% | Add +4.1% | 816 | $295K |
| Scarborough Advisors, LLC | 0.04% | Reduce -24.0% | 815 | $294K |
| First Bancorp, Inc | 0.19% | No change | 815 | $294K |
| Range Financial Group LLC | 0.13% | No change | 810 | $292K |
| Prospect Financial Services LLC | 0.16% | No change | 809 | $292K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 807 | $291K |
| Tiller Private Wealth, Inc. | 0.12% | No change | 806 | $291K |
| Roundview Capital LLC | 0.02% | Reduce -6.5% | 804 | $290K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 803 | $290K |
| Aspetuck Financial Management LLC | 0.25% | No change | 800 | $289K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -4.3% | 800 | $289K |
| Certus Wealth Management, LLC | 0.20% | No change | 739 | $289K |
| Summa Corp. | 0.17% | No change | 798 | $288K |
| New England Professional Planning Group Inc. | 0.14% | Add +36.6% | 798 | $288K |
| Act Wealth Management, LLC | 0.13% | No change | 796 | $288K |
| LVW Advisors, LLC | 0.03% | No change | 796 | $288K |
| Kaufman Rossin Wealth, LLC | 0.21% | No change | 795 | $287K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Reduce -6.3% | 793 | $286K |
| Lakeshore Financial Planning, Inc. | 0.12% | Reduce -6.9% | 792 | $286K |
| Andrews, Lucia Wealth Management LLC | 0.19% | No change | 711 | $286K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 791 | $285K |
| Bonfire Financial | 0.26% | No change | 789 | $285K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -2.7% | 788 | $285K |
| Sonora Investment Management Group, LLC | 0.02% | Reduce -0.1% | 787 | $284K |
| Joel Adams & Associates, Inc. | 0.26% | New | 785 | $283K |
| Generation Capital Management LLC | 0.25% | No change | 780 | $282K |
| SK Wealth Management, LLC | 0.15% | Add +0.1% | 844 | $281K |
| Future You Wealth LLC | 0.18% | No change | 774 | $279K |
| Aspire Growth Partners LLC | 0.25% | Add +0.1% | 749 | $279K |
| Prospera Capital Management, LLC | 0.18% | New | 772 | $279K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | No change | 815 | $278K |
| Emergent Wealth Advisors, LLC | 0.20% | Add +0.1% | 770 | $278K |
| Equita Financial Network, Inc. | 0.10% | New | 768 | $277K |
| Main Street Research LLC | 0.02% | Reduce -8.3% | 766 | $277K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 766 | $277K |
| Riverbridge Partners LLC | 0.00% | Reduce -43.3% | 764 | $276K |
| Marietta Investment Partners LLC | 0.07% | Reduce -0.5% | 762 | $275K |
| FWG Holdings, LLC | 0.13% | New | 748 | $274K |
| Family Office Research LLC | 0.13% | Add +46.9% | 752 | $272K |
| Canopy Partners, LLC | 0.11% | Add +14.5% | 752 | $272K |
| Brave Asset Management Inc. | 0.09% | No change | 752 | $272K |
| QTR Family Wealth, LLC | 0.20% | — | 750 | $271K |
| Legacy Bridge, LLC | 0.15% | No change | 750 | $271K |
| Creative Capital Management Investments LLC | 0.10% | No change | 750 | $271K |
| Hollencrest Capital Management | 0.01% | Reduce -10.0% | 749 | $270K |
| Headlands Technologies LLC | 0.03% | Reduce -79.4% | 746 | $269K |
| MGB Wealth Management, LLC | 0.10% | Reduce -0.4% | 747 | $269K |
| Lake Street Private Wealth, LLC | 0.04% | Reduce -3.6% | 742 | $268K |
| First National Bank & Trust Co. of Newtown | 0.06% | No change | 741 | $268K |
| Opulen Financial Group LLC | 0.24% | Add +0.1% | 741 | $268K |
| Kintra Wealth, LLC | 0.18% | New | 740 | $267K |
| Mitchell Sinkler & Starr | 0.07% | Add +8.8% | 740 | $267K |
| Brooklyn Investment Group | 0.06% | Add +1847.4% | 740 | $267K |
| Aurora Private Wealth, Inc. | 0.21% | Add +0.1% | 741 | $267K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -5.6% | 739 | $267K |
| Novare Capital Management LLC | 0.02% | No change | 738 | $266K |
| First Financial Bankshares Inc | 0.01% | New | 737 | $266K |
| Delta Financial Advisors LLC | 0.10% | No change | 736 | $266K |
| Three Magnolias Financial Advisors, LLC | 0.22% | New | 735 | $265K |
| Horizons Wealth Management | 0.20% | No change | 732 | $264K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -9.3% | 729 | $263K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 727 | $262K |
| Avondale Wealth Management | 0.16% | No change | 725 | $262K |
| Buttonwood Financial Advisors Inc. | 0.12% | No change | 725 | $262K |
| MainStreet Investment Advisors LLC | 0.04% | New | 723 | $261K |
| Boston Research & Management Inc. | 0.06% | Reduce -6.5% | 722 | $261K |
| Pure Portfolios Holdings LLC | 0.10% | Reduce -9.7% | 720 | $260K |
| Winnacle Wealth LLC | 0.24% | No change | 721 | $260K |
| LaFleur & Godfrey LLC | 0.04% | No change | 720 | $260K |
| Washington Trust Bank | 0.03% | Reduce -24.5% | 720 | $260K |
| Jim Saulnier & Associates, LLC | 0.20% | No change | 719 | $260K |
| Boston Common Asset Management, LLC | 0.01% | Reduce -2.7% | 718 | $259K |
| TD Capital Management LLC | 0.03% | No change | 717 | $259K |
| TCFG Wealth Management, LLC | 0.13% | Add +24.3% | 717 | $259K |
| L.M. Kohn & Company | 0.07% | No change | 717 | $259K |
| WealthTrust Axiom LLC | 0.08% | No change | 714 | $258K |
| Ulland Investment Advisors, LLC | 0.22% | No change | 711 | $257K |
| Morton Brown Family Wealth, LLC | 0.09% | No change | 712 | $257K |
| Inspirion Wealth Advisors, LLC | 0.04% | No change | 711 | $257K |
| Jamison Private Wealth Management, Inc. | 0.04% | No change | 708 | $256K |
| Auxano Advisors, LLC | 0.07% | Reduce -7.7% | 708 | $256K |
| HM Payson & Co. | 0.00% | Add +9.6% | 707 | $255K |
| Dravo Bay LLC | 0.14% | Reduce -20.7% | 706 | $255K |
| Jacksonville Wealth Management, LLC | 0.25% | No change | 701 | $253K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +3.7% | 695 | $253K |
| Sequent Asset Management, LLC | 0.14% | No change | 700 | $253K |
| Heritage Family Offices, LLP | 0.13% | Reduce -3.6% | 700 | $253K |
| Morse Asset Management, Inc | 0.06% | No change | 700 | $253K |
| Cornerstone Management, Inc. | 0.05% | Reduce -6.1% | 698 | $252K |
| Tounjian Advisory Partners, LLC | 0.05% | — | 698 | $252K |
| Precedent Wealth Partners, LLC | 0.07% | Reduce -15.6% | 696 | $251K |
| Aldebaran Financial Inc. | 0.31% | No change | 694 | $251K |
| Warren Street Wealth Advisors, LLC | 0.10% | New | 691 | $250K |
| Baugh & Associates, LLC | 0.13% | No change | 690 | $249K |
| Stonebrook Private Inc. | 0.06% | Reduce -0.6% | 690 | $249K |
| Affinity Wealth Management LLC | 0.05% | No change | 690 | $249K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -41.0% | 690 | $249K |
| Oak Harvest Investment Services | 0.03% | No change | 687 | $248K |
| Kelleher Financial Advisors | 0.10% | No change | 682 | $246K |
| Truvestments Capital LLC | 0.05% | Add +109.8% | 682 | $246K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 679 | $245K |
| Keystone Financial Group | 0.02% | No change | 677 | $244K |
| Trust Co | 0.03% | No change | 675 | $244K |
| Alterna Wealth Management, Inc. | 0.18% | New | 673 | $243K |
| Haven Private, LLC | 0.14% | New | 673 | $243K |
| Pacific Center for Financial Services | 0.06% | No change | 673 | $243K |
| Members Trust Co | 0.01% | New | 671 | $242K |
| Robinswood Financial LLC | 0.09% | Add +0.1% | 670 | $242K |
| Old Second National Bank of Aurora | 0.06% | No change | 667 | $241K |
| Cetera Trust Company, N.A | 0.15% | No change | 666 | $240K |
| Granite Bay Wealth Management, LLC | 0.08% | Reduce -11.3% | 665 | $240K |
| Bowman & Co S.C. | 0.12% | Add +0.3% | 663 | $239K |
| LexAurum Advisors, LLC | 0.05% | Reduce -7.9% | 662 | $239K |
| Claris Financial LLC | 0.16% | No change | 591 | $237K |
| Five Oceans Advisors | 0.11% | No change | 655 | $237K |
| Advus Financial Partners, LLC | 0.07% | No change | 653 | $236K |
| Eastover Investment Advisors LLC | 0.11% | No change | 652 | $235K |
| Foster Group, Inc. | 0.01% | No change | 651 | $235K |
| Security Financial Services, INC. | 0.05% | No change | 649 | $234K |
| BLB&B Advisors, LLC | 0.01% | Add +20.0% | 647 | $234K |
| Riverbend Wealth Management, LLC | 0.21% | New | 646 | $233K |
| M.E. Allison & Co., Inc. | 0.23% | No change | 646 | $233K |
| RVW Wealth, LLC | 0.02% | No change | 645 | $233K |
| Howard Financial Services, LTD. | 0.03% | Add +0.2% | 645 | $233K |
| All Terrain Financial Advisors, LLC | 0.09% | No change | 643 | $232K |
| Fiduciary Group, LLC | 0.02% | No change | 641 | $231K |
| Capital Research Global Investors | 0.00% | Reduce -70.0% | 641 | $231K |
| Investors Research Corp | 0.05% | No change | 640 | $231K |
| Abundance Wealth Counselors | 0.05% | New | 640 | $231K |
| Wealth Alliance, LLC | 0.03% | Reduce -83.8% | 637 | $230K |
| Valtinson Bruner Financial Planning LLC | 0.08% | No change | 637 | $230K |
| Live Oak Private Wealth LLC | 0.04% | New | 637 | $230K |
| Flavin Financial Services, Inc. | 0.21% | Reduce -3.6% | 635 | $229K |
| Medallion Wealth Advisors, LLC | 0.10% | No change | 632 | $229K |
| Davidson Investment Advisors | 0.01% | No change | 633 | $229K |
| Stephen J. Garry & Associates, LLC | 0.21% | No change | 630 | $227K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 630 | $227K |
| Montz Harcus Wealth Management LLC | 0.12% | Add +0.2% | 629 | $227K |
| Tranquilli Financial Advisor LLC | 0.14% | New | 625 | $226K |
| Register Financial Advisors LLC | 0.12% | No change | 624 | $225K |
| Powell Investment Advisors, LLC | 0.11% | No change | 624 | $225K |
| Gill Capital Partners, LLC | 0.08% | No change | 623 | $225K |
| 44 Wealth Management LLC | 0.08% | No change | 620 | $224K |
| Melfa Wealth Management, Inc. | 0.15% | No change | 620 | $224K |
| Philadelphia Trust Co. | 0.02% | No change | 616 | $222K |
| Wolff Wiese Magana LLC | 0.15% | No change | 612 | $221K |
| Collaborative Wealth Managment Inc. | 0.10% | No change | 611 | $221K |
| Holderness Investments Co. | 0.05% | No change | 610 | $220K |
| TPG Advisors LLC | 0.17% | No change | 610 | $220K |
| Exchange Capital Management, Inc. | 0.04% | No change | 610 | $220K |
| Wealthcare Capital Partners, LLC | 0.11% | New | 606 | $219K |
| Strata Wealth Advisors, LLC | 0.07% | Reduce -10.6% | 606 | $219K |
| IFS Advisors, LLC | 0.18% | Reduce -4.6% | 602 | $217K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 602 | $217K |
| Portfolio Design Labs, LLC | 0.04% | No change | 602 | $217K |
| Vestor Capital, LLC | 0.02% | Reduce -0.7% | 601 | $217K |
| Floyd Financial Group LLC | 0.20% | No change | 600 | $217K |
| Nova Wealth Management, Inc. | 0.19% | Reduce -6.0% | 600 | $217K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 600 | $217K |
| Smartleaf Asset Management LLC | 0.02% | Add +99.3% | 600 | $216K |
| Richard P Slaughter Associates Inc | 0.05% | No change | 598 | $216K |
| Fulcrum Capital LLC | 0.05% | No change | 597 | $216K |
| Benin Management CORP | 0.06% | No change | 596 | $215K |
| Lion Street Advisors, LLC | 0.07% | Reduce -20.1% | 595 | $215K |
| Lansing Street Advisors | 0.07% | New | 594 | $214K |
| Kellett Wealth Advisors, LLC | 0.15% | No change | 592 | $214K |
| West Financial Advisors, LLC | 0.04% | Reduce -6.9% | 591 | $213K |
| Pecaut & Co. | 0.07% | Add +16.5% | 587 | $212K |
| CVA Family Office, LLC | 0.03% | No change | 584 | $211K |
| Wealth Management Nebraska | 0.03% | New | 584 | $211K |
| Noesis Capital Mangement Corp. | 0.04% | No change | 583 | $211K |
| Financial Advisors Network, Inc. | 0.03% | No change | 580 | $209K |
| Amara Financial, Llc. | 0.19% | Add +0.2% | 578 | $209K |
| Compass Capital Corp. /Ma/ | 0.11% | Add +0.2% | 579 | $208K |
| Boston Trust Walden Corp | 0.00% | No change | 575 | $208K |
| OneAscent Wealth Management LLC | 0.09% | Reduce -28.2% | 573 | $207K |
| Vident Advisory, LLC | 0.00% | No change | 573 | $207K |
| TFG Advisers LLC | 0.08% | Add +0.2% | 573 | $207K |
| Vickerman Investment Advisors, Inc. | 0.05% | No change | 572 | $207K |
| Bath Savings Trust Co | 0.02% | New | 571 | $206K |
| Monument Group Wealth Advisors, LLC | 0.14% | Add +8.0% | 570 | $206K |
| Oxbow Advisors, LLC | 0.02% | No change | 569 | $205K |
| Burns Matteson Capital Management, LLC | 0.11% | No change | 566 | $204K |
| Prosperity Financial Group, Inc. | 0.10% | Reduce -20.4% | 565 | $204K |
| William Mack & Associates, Inc. | 0.17% | No change | 565 | $204K |
| Atlas Legacy Advisors, LLC | 0.05% | No change | 563 | $203K |
| Sunbeam Capital Management, LLC | 0.19% | No change | 560 | $202K |
| Symmetry Partners, LLC | 0.03% | No change | 557 | $201K |
| RDA Financial Network | 0.06% | Reduce -9.4% | 556 | $201K |
| West Branch Capital LLC | 0.06% | No change | 538 | $194K |
| Clean Yield Group | 0.06% | Reduce -27.1% | 538 | $194K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | No change | 535 | $193K |
| S&T Bank | 0.06% | No change | 527 | $190K |
| Mb, Levis & Associates, LLC | 0.09% | No change | 525 | $190K |
| Olistico Wealth, LLC | 0.12% | Reduce -0.2% | 516 | $187K |
| Arcadia Investment Management Corp. | 0.03% | Add +2.0% | 514 | $186K |
| Lazard Asset Management LLC | 0.00% | New | 500 | $180K |
| Global Wealth Strategies & Associates | 0.05% | Add +0.4% | 496 | $179K |
| Missouri Trust & Investment Co | 0.06% | Reduce -14.0% | 490 | $177K |
| Abound Financial, LLC | 0.09% | New | 489 | $177K |
| Trifecta Capital Advisors, LLC | 0.04% | Reduce -9.4% | 482 | $174K |
| Chilton Capital Management LLC | 0.01% | Reduce -19.4% | 482 | $174K |
| Fairscale Capital, LLC | 0.16% | No change | 476 | $172K |
| Bernard Wealth Management Corp. | 0.08% | No change | 474 | $171K |
| Ascentis Wealth Management, LLC | 0.05% | Reduce -68.9% | 462 | $168K |
| Legacy Wealth Managment, LLC | 0.12% | No change | 465 | $168K |
| Front Row Advisors LLC | 0.06% | Reduce -3.1% | 465 | $168K |
| Keystone Financial Group, Inc. | 0.12% | Reduce -10.0% | 451 | $167K |
| WealthCollab, LLC | 0.10% | No change | 462 | $167K |
| Synergy Investment Management, LLC | 0.07% | Reduce -15.1% | 451 | $163K |
| Horrell Capital Management, Inc. | 0.07% | No change | 450 | $162K |
| Future Financial Wealth Managment LLC | 0.12% | Reduce -11.9% | 443 | $160K |
| Hopwood Financial Services, Inc. | 0.12% | No change | 442 | $160K |
| SJS Investment Consulting Inc. | 0.03% | No change | 438 | $158K |
| PFG Private Wealth Management, LLC | 0.08% | No change | 435 | $157K |
| Arjuna Capital | 0.04% | No change | 431 | $155K |
| Promus Capital, LLC | 0.11% | No change | 410 | $148K |
| Alcosta Capital Management, Inc. | 0.10% | Reduce -1.2% | 409 | $148K |
| Bear Mountain Capital, Inc. | 0.06% | No change | 400 | $147K |
| Sound Income Strategies, LLC | 0.01% | Reduce -58.1% | 401 | $145K |
| Capital Investment Counsel, Inc | 0.02% | No change | 400 | $144K |
| Mascoma Wealth Management LLC | 0.04% | Reduce -63.5% | 399 | $144K |
| MRP Capital Investments, LLC | 0.13% | No change | 393 | $142K |
| Kennebec Savings Bank | 0.15% | Reduce -8.9% | 389 | $140K |
| Private Wealth Management Group, LLC | 0.05% | Reduce -2.0% | 387 | $140K |
| Sellwood Investment Partners LLC | 0.07% | No change | 385 | $139K |
| First PREMIER Bank | 0.04% | Reduce -20.7% | 383 | $139K |
| Standard Family Office LLC | 0.18% | Reduce -43.1% | 380 | $137K |
| JDM Financial Group LLC | 0.07% | No change | 378 | $137K |
| Centerpoint Advisors, LLC | 0.05% | No change | 375 | $135K |
| Compass Planning Associates Inc | 0.14% | No change | 373 | $135K |
| Financial Gravity Asset Management, Inc. | 0.03% | — | 371 | $134K |
| Viewpoint Capital Management LLC | 0.07% | No change | 362 | $131K |
| Red Lighthouse Investment Management, LLC | 0.05% | Add +54.8% | 387 | $130K |
| United Community Bank | 0.05% | No change | 360 | $130K |
| SRH Advisors, LLC | 0.04% | No change | 356 | $129K |
| SIMA Wealth Partners, LLC | 0.11% | No change | 354 | $128K |
| Morling Financial Advisors, LLC | 0.04% | No change | 354 | $128K |
| Perkins Coie Trust Co | 0.03% | No change | 338 | $122K |
| Horizon Investments, LLC | 0.00% | Reduce -0.9% | 334 | $121K |
| Noble Wealth Management PBC | 0.08% | No change | 332 | $120K |
| Cornerstone National Bank & Trust Co | 0.05% | No change | 331 | $120K |
| Davis Capital Management | 0.09% | No change | 327 | $118K |
| CarsonAllaria Wealth Management, Ltd. | 0.07% | No change | 323 | $117K |
| Spectrum Wealth Counsel, LLC | 0.01% | New | 316 | $114K |
| Evergreen Private Wealth LLC | 0.05% | No change | 313 | $113K |
| Granite Investment Partners, LLC | 0.01% | Reduce -96.1% | 312 | $113K |
| Milestone Investment Advisors LLC | 0.03% | New | 311 | $112K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 310 | $112K |
| Templeton & Phillips Capital Management, LLC | 0.08% | No change | 300 | $108K |
| Crews Bank & Trust | 0.02% | No change | 293 | $106K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 291 | $105K |
| Howe & Rusling Inc. | 0.01% | Reduce -23.3% | 287 | $104K |
| Signature Resources Capital Management, LLC | 0.09% | Add +300.0% | 280 | $101K |
| High Note Wealth, LLC | 0.02% | No change | 275 | $99K |
| Tidemark, LLC | 0.04% | No change | 270 | $98K |
| Belmont Capital, LLC | 0.02% | No change | 266 | $96K |
| Clear Investment Research, LLC | 0.12% | No change | 257 | $93K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 255 | $92K |
| Field & Main Bank | 0.03% | No change | 255 | $92K |
| Core Alternative Capital | 0.02% | Reduce -40.8% | 250 | $90K |
| MorganRosel Wealth Management, LLC | 0.03% | New | 246 | $89K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | No change | 242 | $87K |
| Centricity Wealth Management, LLC | 0.08% | No change | 240 | $87K |
| SYM FINANCIAL Corp | 0.01% | Reduce -3.3% | 237 | $86K |
| Hanson & Doremus Investment Management | 0.01% | No change | 227 | $82K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 226 | $82K |
| Luken Investment Analytics, LLC | 0.04% | No change | 225 | $81K |
| Continuum Advisory, LLC | 0.01% | No change | 221 | $80K |
| Cloud Capital Management, LLC | 0.06% | — | 216 | $78K |
| Twin Lakes Capital Management, LLC | 0.05% | Add +188.7% | 205 | $74K |
| Kiker Wealth Management, LLC | 0.05% | No change | 203 | $73K |
| Avion Wealth | 0.02% | No change | 183 | $73K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 202 | $73K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 202 | $73K |
| GKV Capital Management Co., Inc. | 0.04% | Reduce -44.4% | 200 | $72K |
| Mill Capital Management, LLC | 0.01% | No change | 200 | $72K |
| Winthrop Capital Management, LLC | 0.02% | No change | 200 | $72K |
| WFA Asset Management Corp | 0.04% | New | 210 | $71K |
| N.E.W. Advisory Services LLC | 0.01% | New | 189 | $68K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 184 | $66K |
| Financial Freedom, LLC | 0.04% | No change | 183 | $66K |
| eCIO, Inc. | 0.03% | — | 176 | $64K |
| Fairman Group, LLC | 0.06% | No change | 157 | $63K |
| Richardson Financial Services Inc. | 0.05% | Reduce -3.4% | 172 | $62K |
| Comprehensive Financial Planning, Inc. | 0.06% | Reduce -23.8% | 160 | $58K |
| Opal Wealth Advisors, LLC | 0.02% | Reduce -75.5% | 155 | $56K |
| Delta Asset Management LLC | 0.01% | No change | 155 | $56K |
| CNB Bank | 0.03% | No change | 151 | $55K |
| Provident Wealth Management, LLC | 0.02% | New | 150 | $54K |
| Smallwood Wealth Investment Management, LLC | 0.03% | New | 150 | $54K |
| Tanaka Capital Management Inc. | 0.13% | No change | 149 | $54K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 149 | $54K |
| Abound Wealth Management | 0.02% | No change | 146 | $53K |
| Westside Investment Management, Inc. | 0.01% | No change | 145 | $52K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.7% | 145 | $52K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.7% | 144 | $52K |
| Sawyer & Company, Inc | 0.02% | No change | 141 | $51K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 140 | $51K |
| Accredited Wealth Management, LLC | 0.04% | Reduce -25.1% | 134 | $48K |
| Kimelman & Baird, LLC | 0.00% | No change | 130 | $47K |
| Peoples Financial Services Corp. | 0.02% | No change | 130 | $47K |
| one8zero8, LLC | 0.01% | No change | 118 | $43K |
| American Capital Advisory, LLC | 0.02% | Add +792.3% | 116 | $42K |
| POM Investment Strategies, LLC | 0.05% | No change | 114 | $41K |
| Byrne Asset Management LLC | 0.03% | Reduce -15.5% | 109 | $39K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 102 | $37K |
| Main Street Group, LTD | 0.02% | No change | 100 | $36K |
| Cranbrook Wealth Management, LLC | 0.01% | Reduce -2.0% | 100 | $36K |
| Citizens National Bank Trust Department | 0.01% | No change | 100 | $36K |
| Security National Bank | 0.01% | No change | 100 | $36K |
| TCTC Holdings, LLC | 0.00% | No change | 100 | $36K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -29.1% | 95 | $34K |
| Hughes Financial Services, LLC | 0.01% | New | 92 | $33K |
| Eq Wealth Advisors, LLC | 0.03% | New | 88 | $32K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.06% | New | 87 | $31K |
| Transce3nd, LLC | 0.01% | Reduce -68.7% | 87 | $31K |
| Pineridge Advisors LLC | 0.01% | Reduce -78.2% | 81 | $29K |
| Creekmur Asset Management LLC | 0.01% | No change | 79 | $28K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 78 | $28K |
| Holos Integrated Wealth LLC | 0.02% | No change | 74 | $27K |
| Toth Financial Advisory Corp. | 0.00% | Add +329.4% | 73 | $26K |
| Albion Financial Group | 0.00% | Reduce -70.0% | 72 | $26K |
| Gables Capital Management Inc. | 0.01% | No change | 69 | $25K |
| McClarren Financial Advisors, Inc. | 0.02% | New | 361 | $24K |
| Banque Cantonale Vaudoise | 0.00% | — | 60 | $22K |
| Tower View Wealth Management LLC | 0.01% | No change | 59 | $21K |
| Roxbury Financial LLC | 0.02% | No change | 54 | $21K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 56 | $20K |
| Raffa Wealth Management, LLC | 0.00% | No change | 55 | $20K |
| Clearstead Trust, LLC | 0.00% | No change | 55 | $20K |
| AllSquare Wealth Management LLC | 0.01% | No change | 54 | $19K |
| Ameriflex Group, Inc. | 0.01% | No change | 53 | $19K |
| Capital A Wealth Management, LLC | 0.02% | New | 52 | $19K |
| ARK Investment Management | 0.00% | Reduce -86.3% | 52 | $19K |
| Runnymede Capital Advisors, Inc. | 0.02% | Reduce -24.2% | 50 | $18K |
| Armor Investment Advisors, LLC | 0.01% | No change | 50 | $18K |
| Consultiva Wealth Management, Corp. | 0.06% | New | 48 | $17K |
| Y.D. More Investments Ltd | 0.00% | New | 48 | $17K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 47 | $17K |
| HighMark Wealth Management LLC | 0.01% | No change | 43 | $16K |
| Nemes Rush Group LLC | 0.00% | No change | 43 | $16K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 39 | $14K |
| Resources Management Corp. /CT/ | 0.00% | No change | 37 | $13K |
| Founders Capital Management | 0.01% | No change | 36 | $13K |
| Global Financial Private Client, LLC | 0.00% | No change | 35 | $13K |
| Wagner Wealth Management, LLC | 0.00% | No change | 32 | $12K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -95.3% | 31 | $11K |
| Luminist Capital LLC | 0.01% | No change | 30 | $11K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 30 | $11K |
| Richards, Merrill & Peterson, Inc. | 0.01% | New | 29 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 27 | $10K |
| Dynamic Wealth Strategies, LLC | 0.01% | New | 27 | $10K |
| Atlas Capital Advisors Inc. | 0.00% | New | 26 | $9K |
| Putney Financial Group LLC | 0.01% | No change | 25 | $9K |
| Broadwater Capital Management LLC | 0.01% | No change | 25 | $9K |
| Red Tortoise LLC | 0.00% | Reduce -33.3% | 22 | $8K |
| Integrity Financial Corp | 0.00% | New | 22 | $8K |
| 10Elms LLP | 0.01% | No change | 22 | $8K |
| Ridgewood Investments LLC | 0.00% | No change | 21 | $8K |
| First Community Trust NA | 0.01% | No change | 20 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 20 | $7K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 19 | $7K |
| Winch Advisory Services, LLC | 0.00% | No change | 15 | $5K |
| 3Chopt Investment Partners, LLC | 0.00% | New | 15 | $5K |
| Wolverine Asset Management LLC | 0.00% | Reduce -99.3% | 15 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 14 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 13 | $5K |
| Bangor Savings Bank | 0.00% | No change | 10 | $4K |
| Morgan Dempsey Capital Management LLC | 0.00% | New | 9 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 8 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 6 | $2K |
| Park Square Financial Group, LLC | 0.00% | Reduce -20.0% | 4 | $1K |
| Concord Wealth Partners | 0.00% | No change | 3 | $1K |
| Tucker Asset Management LLC | 0.00% | Reduce -90.0% | 2 | $722 |
"% of holder's portfolio" is IWF's weight in each manager's 13F, not the share of iShares Russell 1000 Growth the manager owns.