Invesco QQQ Trust Series 1QQQETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 2,958 institutions reported holding Invesco QQQ Trust Series 1 (QQQ) in their 13F filings, up 60 from Q1 2024. 171 opened new positions and 123 sold out. The largest holders were Morgan Stanley ($8.4B), Bank of America Corp. ($5.7B) and LPL Financial LLC ($4.2B). 8 famous investors held it, including Ken Griffin (1.6% of Citadel Advisors's portfolio), Ken Fisher (0.4% of Fisher Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco QQQ Trust Series 1
- CUSIP
- 46090E103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 171 | $1.7B |
| Exits | 123 | $2.0B |
All 13F filers, Q1 2024 → Q2 2024: 24,729,695 shares bought and 37,216,747 shares sold, net −12,487,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,958 holders
| Morgan Stanley | 0.65% | Reduce -27.5% | 17,544,342 | $8.4B |
| Bank of America Corp. | 0.55% | Reduce -16.6% | 11,909,084 | $5.7B |
| LPL Financial LLC | 2.10% | Add +3.7% | 8,799,185 | $4.2B |
| Royal Bank of Canada | 0.91% | Add +78.7% | 7,884,307 | $3.8B |
| Wells Fargo & Company | 0.95% | Reduce -8.8% | 7,666,064 | $3.7B |
| Goldman Sachs Group Inc. | 0.63% | Reduce -4.2% | 6,678,722 | $3.2B |
| JPMorgan Chase & Co. | 0.23% | Add +12.6% | 5,613,279 | $2.7B |
| UBS Group AG | 0.75% | Reduce -3.1% | 5,122,982 | $2.5B |
| Susquehanna International Group, LLP | 4.26% | Reduce -5.2% | 5,008,648 | $2.4B |
| Ameriprise Financial Inc. | 0.65% | Add +7.3% | 4,966,637 | $2.4B |
| HRT Financial LP | 10.63% | Add +10.3% | 3,953,671 | $1.9B |
| Toronto Dominion Bank | 2.90% | Reduce -13.5% | 3,772,975 | $1.8B |
| Citadel Advisors | 1.60% | Add +584.8% | 3,304,542 | $1.6B |
| Envestnet Asset Management Inc. | 0.54% | Reduce -28.6% | 3,219,644 | $1.5B |
| Northwestern Mutual Wealth Management Co. | 1.51% | Add +1.1% | 3,199,214 | $1.5B |
| PNC Financial Services Group, Inc. | 1.00% | Reduce -31.4% | 3,122,758 | $1.5B |
| Healthcare of Ontario Pension Plan Trust Fund | 3.99% | Reduce -0.7% | 2,806,000 | $1.3B |
| Commonwealth Equity Services, LLC | 1.93% | Add +2.6% | 2,544,540 | $1.2B |
| CHURCHILL MANAGEMENT Corp | 12.75% | Add +22.2% | 2,255,637 | $1.1B |
| Raymond James Financial Services Advisors, Inc. | 1.53% | Add +10.2% | 2,241,509 | $1.1B |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 59.16% | Add +9.5% | 2,200,000 | $1.1B |
| Bank of Montreal | 0.28% | Add +50.4% | 1,927,708 | $926.6M |
| Fisher Asset Management | 0.39% | Reduce -9.5% | 1,888,008 | $904.6M |
| Canada Pension Plan Investment Board | 0.85% | Add +1.1% | 1,800,000 | $862.4M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 8.41% | No change | 1,759,000 | $842.8M |
| Citigroup Inc. | 0.79% | Add +39.5% | 1,704,426 | $816.6M |
| Cetera Investment Advisers | 1.81% | Add +2.5% | 1,644,645 | $788.0M |
| Osaic Holdings, Inc. | 1.67% | Reduce -28.0% | 1,476,210 | $707.8M |
| Raymond James & Associates | 0.45% | Reduce -1.3% | 1,415,739 | $678.3M |
| US Bancorp \de | 0.90% | Add +9.4% | 1,370,862 | $656.8M |
| Cambridge Investment Research Advisors, Inc. | 2.26% | Reduce -14.8% | 1,275,526 | $611.1M |
| TD Asset Management Inc | 0.52% | Add +0.1% | 1,163,001 | $557.2M |
| Barclays PLC | 0.23% | Reduce -40.9% | 1,052,874 | $504.4M |
| HighTower Advisors, LLC | 0.76% | New | 1,029,639 | $493.2M |
| Truist Financial Corp. | 0.75% | Reduce -9.6% | 1,026,479 | $491.8M |
| Jane Street Group, LLC | 0.53% | Reduce -83.8% | 1,011,130 | $484.4M |
| Analyst IMS Investment Management Services Ltd. | 19.78% | Add +3.5% | 1,005,833 | $481.9M |
| Two Sigma Investments, LP | 1.10% | Add +15.3% | 935,954 | $448.4M |
| MML Investors Services, LLC | 1.74% | Add +4.1% | 900,112 | $431.3M |
| Barings LLC | 10.47% | Reduce -3.7% | 885,591 | $426.5M |
| Stifel Financial Corp. | 0.47% | Add +7.8% | 868,761 | $416.3M |
| Alkeon Capital Management LLC | 2.09% | No change | 849,777 | $407.1M |
| Mirae Asset Global Investments Co., Ltd. | 2.02% | Add +20.7% | 841,472 | $404.4M |
| Rockefeller Capital Management L.P. | 1.13% | Reduce -3.9% | 830,426 | $397.8M |
| Artemis Wealth Advisors, LLC | 63.00% | Add +0.2% | 824,373 | $395.0M |
| Janney Montgomery Scott LLC | 1.20% | Add +15.0% | 818,734 | $392.3M |
| FMR LLC | 0.02% | Add +6.7% | 764,727 | $366.4M |
| BNP Paribas Financial Markets | 0.39% | Reduce -15.8% | 744,390 | $356.6M |
| Mariner, LLC | 0.69% | Add +3.4% | 739,237 | $354.2M |
| GTS Securities LLC | 7.28% | Add +317.8% | 732,265 | $350.7M |
| Meitav Investment House Ltd. | 5.92% | Add +7.0% | 693,589 | $332.2M |
| Harvard Management Co. Inc. | 19.97% | No change | 686,000 | $328.7M |
| Fiera Capital Corp | 1.01% | Add +0.9% | 677,698 | $324.7M |
| Susquehanna Foundation | 98.81% | No change | 673,923 | $322.9M |
| Myriad Asset Management US LP | 100.00% | — | 662,340 | $317.3M |
| Mizuho Securities USA LLC | 6.74% | No change | 635,957 | $304.6M |
| Kestra Advisory Services, LLC | 1.66% | Add +12.7% | 620,589 | $297.3M |
| Cerity Partners LLC | 0.80% | Add +3.0% | 611,988 | $293.3M |
| Cwm, LLC | 1.35% | Add +1.4% | 598,507 | $286.8M |
| Optiver Holding B.V. | 5.49% | Reduce -25.4% | 593,655 | $284.4M |
| Creative Planning | 0.30% | Add +3.6% | 591,714 | $283.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.20% | Reduce -15.9% | 555,980 | $266.4M |
| Equitable Holdings, Inc. | 2.78% | Add +1.1% | 550,351 | $263.7M |
| Main Management ETF Advisors, LLC | 13.12% | Add +18.7% | 548,370 | $262.7M |
| Private Advisor Group, LLC | 1.76% | Add +3.1% | 547,701 | $262.4M |
| Rafferty Asset Management, LLC | 0.96% | Reduce -1.9% | 537,053 | $257.3M |
| Horizon Investments, LLC | 6.51% | Reduce -22.1% | 491,503 | $235.5M |
| IMC-Chicago, LLC | 7.31% | Add +96.9% | 476,306 | $228.2M |
| Wealth Enhancement Advisory Services, LLC | 0.52% | Add +15.6% | 457,115 | $219.0M |
| J.Safra Asset Management Corp | 21.94% | Add +1.2% | 453,832 | $217.4M |
| Mirae Asset Securities (usa) Inc. | 13.86% | — | 450,000 | $215.6M |
| Wolverine Trading, LLC | 3.48% | Reduce -77.0% | 443,918 | $212.7M |
| Jump Financial, LLC | 4.35% | Reduce -36.3% | 443,480 | $212.5M |
| LMR Partners LLP | 5.73% | Add +1297.8% | 435,961 | $208.9M |
| Schonfeld Strategic Advisors LLC | 1.59% | Add +19.1% | 428,919 | $205.5M |
| Ieq Capital, LLC | 2.73% | Reduce -3.3% | 423,392 | $202.9M |
| Bell Bank | 16.79% | Reduce -2.0% | 416,660 | $199.6M |
| Ritholtz Wealth Management | 6.40% | Add +0.2% | 404,635 | $193.9M |
| Composition Wealth, LLC | 4.60% | Add +1.9% | 393,931 | $188.7M |
| Nissay Asset Management Corp. /Japan | 1.21% | No change | 382,335 | $183.2M |
| Bouchey Financial Group, Ltd. | 17.35% | Reduce -2.1% | 381,041 | $182.6M |
| Avantax Advisory Services, Inc. | 1.25% | Add +3.6% | 367,132 | $175.9M |
| Brookstone Capital Management | 2.87% | Add +5.7% | 359,201 | $173.1M |
| Peapack Gladstone Financial Corp. | 2.55% | Reduce -0.1% | 346,390 | $166.0M |
| Focus Partners Wealth | 0.56% | Add +60.5% | 344,821 | $165.2M |
| Two Sigma Advisers, LP | 0.36% | Add +2.7% | 338,880 | $162.4M |
| CBIZ Investment Advisory Services, LLC | 9.12% | Add +6880.6% | 395,588 | $162.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.62% | Reduce -11.7% | 302,954 | $161.5M |
| Capstone Investment Advisors, LLC | 7.20% | Add +85.2% | 332,753 | $159.4M |
| Atria Wealth Solutions, Inc. | 1.75% | Reduce -6.8% | 330,130 | $158.3M |
| Cibc World Market Inc. | 0.39% | Add +15.7% | 329,918 | $158.1M |
| Invictus Private Wealth, LLC | 13.26% | Add +1.8% | 329,884 | $158.1M |
| Cohen Klingenstein LLC | 5.60% | Reduce -2.5% | 321,942 | $154.2M |
| Corient Private Wealth LP | 0.26% | Add +18.9% | 315,171 | $151.0M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 13.32% | Add +0.4% | 307,951 | $147.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -11.2% | 307,529 | $147.3M |
| Natixis | 0.91% | Reduce -62.4% | 300,921 | $144.2M |
| Consolidated Investment Group LLC | 22.33% | No change | 300,565 | $144.0M |
| TRB Advisors LP | 26.80% | New | 300,000 | $143.7M |
| Harbour Investments, Inc. | 4.72% | Add +7.5% | 292,188 | $140.0M |
| Baird Financial Group, Inc. | 0.29% | Add +2.7% | 289,227 | $138.6M |
| MAI Capital Management | 1.36% | Add +3.0% | 287,787 | $137.9M |
| DRW Securities, LLC | 8.33% | Add +283.2% | 283,726 | $135.9M |
| Steel Grove Capital Advisors, LLC | 18.26% | Reduce -92.0% | 276,058 | $132.3M |
| Northern Trust Corp. | 0.02% | Add +0.3% | 271,663 | $130.2M |
| Walleye Trading LLC | 2.56% | Add +60.2% | 271,065 | $129.9M |
| PPSC Investment Service Corp | 17.21% | Add +3.1% | 268,407 | $128.6M |
| Steward Partners Investment Advisory, LLC | 1.34% | Add +1.4% | 265,893 | $127.4M |
| Saudi Central Bank | 12.76% | No change | 263,622 | $126.5M |
| Bailard, Inc. | 3.46% | Reduce -4.3% | 262,021 | $125.5M |
| Jefferies Financial Group Inc. | 2.59% | Reduce -16.6% | 255,602 | $122.5M |
| Stephens Inc. | 1.85% | Add +3.1% | 253,509 | $121.5M |
| Pathstone Holdings, LLC | 0.54% | Add +236.4% | 247,786 | $118.7M |
| HSBC Holdings PLC | 0.08% | Reduce -50.7% | 243,367 | $117.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | New | 237,491 | $113.8M |
| Prime Capital Investment Advisors, LLC | 1.68% | Reduce -51.7% | 236,334 | $113.2M |
| Stadion Money Management, LLC | 9.22% | Add +36.2% | 235,058 | $112.6M |
| Modern Wealth Management, LLC | 8.13% | New | 229,969 | $110.2M |
| Diversify Advisory Services, LLC | 6.02% | Add +96.3% | 220,510 | $109.8M |
| Q3 Asset Management | 24.81% | Add +9276.1% | 235,716 | $109.3M |
| Balyasny Asset Management L.P. | 0.29% | Add +699.4% | 228,073 | $109.3M |
| Trilogy Capital Inc. | 5.88% | Add +2.1% | 226,231 | $108.4M |
| Blair William & Co. | 0.33% | Add +6.3% | 225,762 | $108.2M |
| Sanders Morris Harris LLC | 17.70% | Add +3.4% | 224,890 | $107.7M |
| SG Americas Securities, LLC | 0.69% | Reduce -83.4% | 224,594 | $107.6M |
| CSM Advisors, LLC | 7.53% | Reduce -2.0% | 221,839 | $106.3M |
| Mizuho Bank, Ltd. | 25.02% | New | 220,000 | $105.4M |
| Hollencrest Capital Management | 4.55% | Add +0.5% | 215,948 | $103.5M |
| NewEdge Advisors, LLC | 0.75% | Add +3.3% | 215,872 | $103.4M |
| Captrust Financial Advisors | 0.33% | Reduce -7.5% | 212,627 | $101.9M |
| National Bank of Canada | 0.16% | Add +3.5% | 211,077 | $101.6M |
| Thrivent Financial for Lutherans | 0.20% | Add +101.3% | 208,255 | $99.8M |
| Steele Capital Management, Inc. | 5.56% | Reduce -1.3% | 207,664 | $99.7M |
| Parker Investment Management, LLC | 15.60% | Reduce -1.2% | 204,654 | $98.1M |
| iA Global Asset Management Inc. | 1.86% | Reduce -1.0% | 203,517 | $97.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.01% | Add +34.8% | 199,343 | $96.3M |
| Apexium Financial, LP | 6.84% | Add +0.1% | 199,715 | $95.7M |
| Cresset Asset Management, LLC | 0.40% | Add +21.3% | 197,623 | $94.8M |
| NSI Retail Advisors, LLC | 16.58% | Reduce -1.7% | 197,275 | $94.5M |
| Stratos Wealth Partners, LTD. | 1.51% | Add +1.8% | 194,712 | $93.3M |
| Squarepoint Ops LLC | 0.35% | Reduce -42.8% | 193,319 | $92.6M |
| Lido Advisors, LLC | 0.76% | Add +9.9% | 192,414 | $92.3M |
| Daiwa Securities Group Inc. | 0.49% | Reduce -0.2% | 189,327 | $90.7M |
| IHT Wealth Management, LLC | 3.35% | Add +4.7% | 187,536 | $89.9M |
| D. E. Shaw & Co. | 0.14% | New | 187,000 | $89.6M |
| Baltimore-Washington Financial Advisors, Inc. | 5.21% | Add +3.1% | 184,395 | $88.3M |
| Taiyo Life Insurance Co. | 7.05% | No change | 184,000 | $88.2M |
| Georgetown University | 29.03% | Add +0.1% | 183,357 | $87.8M |
| One Capital Management, LLC | 2.95% | Add +4.7% | 180,821 | $86.6M |
| Northeast Financial Consultants Inc | 3.92% | Add +9.3% | 177,374 | $85.0M |
| Ameritas Advisory Services, LLC | 3.16% | Add +0.6% | 175,088 | $83.9M |
| Dynamic Advisor Solutions LLC | 2.62% | Add +3.2% | 173,502 | $83.1M |
| Integrated Wealth Concepts LLC | 1.14% | Add +29.1% | 173,462 | $83.1M |
| Rollins Financial Advisors, LLC | 14.23% | Reduce -3.7% | 172,977 | $82.9M |
| Sun Life Financial Inc. | 4.85% | Reduce -2.9% | 169,180 | $81.1M |
| Belvedere Trading LLC | 4.28% | Add +39.0% | 169,118 | $81.0M |
| Perigon Wealth Management, LLC | 2.35% | Add +1.5% | 168,817 | $80.9M |
| Pinnacle Associates Ltd. | 1.26% | Add +1.1% | 168,350 | $80.7M |
| USA Financial Formulas | 13.03% | Add +0.1% | 167,669 | $80.3M |
| Focus Financial Network, Inc. | 3.42% | Add +4.7% | 165,960 | $80.0M |
| Allianz Asset Management GmbH | 0.13% | Add +14.4% | 166,270 | $79.7M |
| Sanctuary Advisors, LLC | 0.57% | — | 183,075 | $78.9M |
| Nicholas Hoffman & Company, LLC. | 3.66% | Add +0.1% | 162,849 | $78.0M |
| Sigma Planning Corp | 2.44% | Reduce -4.2% | 160,931 | $77.1M |
| Pittenger & Anderson Inc. | 3.16% | Reduce -0.1% | 160,531 | $76.9M |
| Campbell Wealth Management | 24.61% | Add +3.6% | 159,061 | $76.2M |
| Federation des caisses Desjardins du Quebec | 0.41% | Reduce -1.2% | 158,572 | $76.0M |
| Advisory Services Network, LLC | 1.56% | Add +7.3% | 157,615 | $75.5M |
| Frank, Rimerman Advisors LLC | 5.30% | Reduce -0.1% | 156,324 | $74.9M |
| Centaurus Financial, Inc. | 4.96% | Reduce -6.0% | 155,442 | $74.5M |
| Fullerton Fund Management Co Ltd. | 3.33% | Reduce -12.2% | 154,951 | $74.2M |
| D.A. Davidson & Co. | 0.65% | Add +4.0% | 153,599 | $73.6M |
| Greenup Street Wealth Management LLC | 17.25% | New | 153,092 | $73.3M |
| Beacon Capital Management, Inc. | 3.16% | Add +25.7% | 153,028 | $73.3M |
| Beacon Pointe Advisors, LLC | 0.87% | Reduce -8.0% | 152,707 | $73.2M |
| Western Wealth Management, LLC | 5.31% | Add +2.7% | 149,320 | $71.5M |
| Berkshire Money Management, Inc. | 8.59% | Add +13.4% | 147,659 | $70.7M |
| Qube Research & Technologies Ltd | 0.13% | Add +20.9% | 147,320 | $70.6M |
| Main Management LLC | 5.74% | Add +13.4% | 144,902 | $69.4M |
| Capula Management Ltd | 0.77% | Reduce -22.0% | 144,584 | $69.3M |
| Wealthfront Advisers LLC | 0.23% | Add +6.9% | 143,687 | $68.8M |
| Oppenheimer & Co. Inc. | 1.09% | Reduce -0.6% | 142,877 | $68.5M |
| Allworth Financial LP | 0.44% | Reduce -2.0% | 143,981 | $68.4M |
| Foundations Investment Advisors, LLC | 1.65% | Reduce -9.5% | 142,227 | $68.1M |
| Edmond DE Rothschild Holding S.A. | 1.16% | Add +6.1% | 140,851 | $67.5M |
| Prospera Financial Services Inc | 1.87% | Reduce -4.9% | 140,669 | $67.4M |
| Wescott Financial Advisory Group, LLC | 7.79% | Add +0.1% | 139,934 | $67.0M |
| Yarbrough Capital, LLC | 2.78% | No change | 139,887 | $67.0M |
| Comerica Bank | 0.28% | Reduce -63.0% | 139,554 | $66.9M |
| Level Four Advisory Services, LLC | 3.01% | Add +11.7% | 139,503 | $66.8M |
| Clearstead Trust, LLC | 16.46% | Add +1.3% | 138,186 | $66.2M |
| Silicon Valley Capital Partners | 8.87% | Reduce -1.9% | 134,448 | $64.4M |
| Kestra Private Wealth Services, LLC | 1.29% | Add +56.6% | 134,266 | $64.3M |
| RiverFront Investment Group, LLC | 1.71% | Add +13.0% | 133,997 | $64.2M |
| M&T Bank Corp | 0.22% | Reduce -0.0% | 132,384 | $63.4M |
| Arrow Financial Corp | 6.16% | Add +37.9% | 131,850 | $63.2M |
| CIBC Private Wealth Group LLC | 0.12% | Add +3.3% | 125,331 | $62.3M |
| Larson Financial Group LLC | 4.24% | Add +16.6% | 129,670 | $62.1M |
| Independent Financial Group, LLC | 2.46% | Add +10.0% | 128,440 | $61.5M |
| Global Retirement Partners, LLC | 1.90% | Add +9.3% | 126,748 | $60.7M |
| Baker Avenue Asset Management, LP | 2.06% | Reduce -1.1% | 126,273 | $60.5M |
| American Financial Advisors, LLC | 8.54% | Reduce -5.2% | 125,358 | $60.1M |
| M Holdings Securities, Inc. | 7.76% | Add +6.3% | 124,912 | $59.8M |
| Bank of Nova Scotia | 0.12% | Add +7.6% | 124,740 | $59.8M |
| Prudential Financial Inc. | 0.09% | Add +3.6% | 124,556 | $59.7M |
| Industrial Alliance Investment Management Inc. | 33.80% | Add +11.2% | 124,382 | $59.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.79% | Reduce -3.3% | 123,820 | $59.3M |
| Pine Ridge Advisers LLC | 6.29% | Add +11.4% | 123,207 | $59.0M |
| Wallace Hart LLC | 45.45% | Reduce -1.0% | 121,981 | $58.4M |
| Kennicott Capital Management LLC | 24.12% | Add +3.6% | 121,051 | $58.0M |
| Horizon Wealth Management, LLC | 13.78% | Add +8.0% | 120,739 | $57.8M |
| Bokf, NA | 1.04% | Add +2.5% | 120,674 | $57.8M |
| Focused Wealth Management, Inc | 8.51% | Add +1.6% | 120,610 | $57.8M |
| Sowell Financial Services LLC | 2.76% | Reduce -10.6% | 120,312 | $57.7M |
| Wealthspire Advisors, LLC | 0.74% | Reduce -3.5% | 120,363 | $57.7M |
| Point72 Europe (London) LLP | 4.86% | Add +13.2% | 119,927 | $57.5M |
| Csenge Advisory Group | 3.24% | Reduce -7.8% | 119,008 | $57.0M |
| AdvisorShares Investments LLC | 9.87% | Reduce -41.3% | 117,602 | $56.7M |
| King Wealth Management Group | 9.42% | Add +0.5% | 117,907 | $56.5M |
| Intergy Private Wealth, LLC | 23.29% | Reduce -5.0% | 117,879 | $56.5M |
| Apollon Wealth Management, LLC | 1.72% | Reduce -5.1% | 117,570 | $56.3M |
| Certuity, LLC | 4.48% | Add +10.8% | 117,051 | $56.1M |
| Cornerstone Planning Group LLC | 16.04% | Add +4.4% | 128,474 | $55.9M |
| Belpointe Asset Management LLC | 3.87% | Add +22.6% | 115,694 | $55.4M |
| Bank Hapoalim BM | 8.16% | Add +49.9% | 115,050 | $55.1M |
| CJM Wealth Advisers, Ltd. | 20.01% | Add +4.2% | 112,863 | $54.4M |
| Winthrop Advisory Group LLC | 7.33% | Add +5.5% | 112,588 | $53.9M |
| Wedbush Securities Inc. | 1.92% | Add +12.0% | 111,842 | $53.6M |
| Mackenzie Financial Corp. | 0.08% | Reduce -9.2% | 111,673 | $53.5M |
| J.W. Cole Advisors, Inc. | 2.50% | Add +0.7% | 110,911 | $53.1M |
| Embree Financial Group | 10.15% | Add +0.7% | 110,222 | $52.8M |
| IFP Advisors, Inc | 2.04% | Add +39.8% | 107,449 | $51.5M |
| Alliancebernstein L.P. | 0.02% | Reduce -2.3% | 104,259 | $50.0M |
| One River Asset Management, LLC | 27.10% | Reduce -47.5% | 104,173 | $49.9M |
| Evensky & Katz LLC | 3.45% | Reduce -2.9% | 103,501 | $49.6M |
| Concurrent Investment Advisors, LLC | 1.63% | Add +4.4% | 102,896 | $49.3M |
| AE Wealth Management LLC | 0.49% | Add +7.8% | 102,698 | $49.2M |
| Pacific Center for Financial Services | 13.77% | Reduce -0.2% | 102,526 | $49.1M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +14.8% | 102,111 | $48.9M |
| Fifth Third Securities, Inc. | 4.52% | Reduce -1.3% | 101,908 | $48.9M |
| B & T Capital Management DBA Alpha Capital Management | 9.40% | Reduce -0.4% | 100,737 | $48.3M |
| Parallax Volatility Advisers, L.P. | 1.39% | New | 100,062 | $47.9M |
| Kentucky Farm Bureau Mutual Insurance Co | 10.91% | No change | 100,000 | $47.9M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13.03% | Add +0.4% | 99,745 | $47.9M |
| Fusion Family Wealth, LLC | 4.80% | Reduce -1.1% | 98,310 | $47.1M |
| McElhenny Sheffield Capital Management, LLC | 16.21% | Reduce -3.1% | 98,145 | $47.0M |
| Wealthcare Advisory Partners LLC | 1.47% | Add +1.4% | 98,066 | $47.0M |
| Quadrature Capital Ltd | 0.77% | New | 96,299 | $46.1M |
| Millennium Management | 0.04% | Add +556.7% | 95,741 | $45.9M |
| IFG Advisors, LLC | 10.81% | Reduce -7.8% | 95,259 | $45.6M |
| Kingsview Wealth Management, LLC | 1.07% | Add +1.6% | 94,487 | $45.3M |
| RFG Advisory, LLC | 1.47% | Reduce -11.4% | 94,471 | $45.3M |
| Sequoia Financial Advisors, LLC | 0.54% | Reduce -0.8% | 94,141 | $45.1M |
| Parcion Private Wealth LLC | 4.11% | Add +23.6% | 93,945 | $45.0M |
| Ascent Wealth Partners, LLC | 6.59% | Reduce -0.9% | 93,910 | $45.0M |
| Pinkerton Wealth, LLC | 6.88% | Add +18.4% | 93,400 | $44.7M |
| Portfolio Strategies, Inc. | 6.08% | Reduce -1.0% | 93,177 | $44.6M |
| Citizens Financial Group Inc. | 0.99% | Add +892.6% | 92,747 | $44.4M |
| AMG National Trust Bank | 1.20% | Add +4.2% | 92,355 | $44.2M |
| EP Wealth Advisors, LLC | 0.47% | Add +3.5% | 92,074 | $44.1M |
| Clear Creek Financial Management, LLC | 5.24% | Reduce -1.8% | 90,295 | $43.3M |
| Smith Chas P & Associates Pa Cpas | 2.55% | Reduce -1.1% | 89,884 | $43.1M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 2.55% | Add +808.8% | 89,884 | $43.1M |
| Essex Financial Services, Inc. | 3.20% | Add +20.4% | 96,047 | $43.0M |
| Socha Financial Group, LLC | 20.06% | Add +0.6% | 89,479 | $42.9M |
| Mutual Advisors, LLC | 1.29% | Reduce -6.2% | 92,097 | $42.7M |
| Amundi | 0.02% | Add +15.0% | 86,588 | $42.5M |
| Safeguard Investment Advisory Group, LLC | 13.04% | Add +4.7% | 87,582 | $42.0M |
| Envestnet Portfolio Solutions, Inc. | 0.15% | Add +3.0% | 87,479 | $41.9M |
| Scotia Capital Inc. | 0.24% | Add +7.3% | 87,117 | $41.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.78% | Add +49.6% | 86,739 | $41.6M |
| Humankind Investments LLC | 11.01% | No change | 86,575 | $41.5M |
| CIBC Asset Management Inc | 0.15% | Add +14.3% | 86,339 | $41.4M |
| Mine & Arao Wealth Creation & Management, LLC. | 20.06% | Reduce -0.8% | 86,021 | $41.2M |
| Waverly Advisors, LLC | 0.80% | Add +1.9% | 85,653 | $41.0M |
| Turim 21 Investimentos Ltda. | 10.44% | Add +293.0% | 85,432 | $40.9M |
| Orion Porfolio Solutions, LLC | 0.43% | Reduce -4.3% | 85,272 | $40.9M |
| Orion Portfolio Solutions, LLC | 0.43% | Reduce -4.3% | 85,272 | $40.9M |
| HB Wealth Management, LLC | 0.47% | Add +13.2% | 84,773 | $40.6M |
| Beacon Capital Management, LLC | 7.42% | Add +18.6% | 84,119 | $40.3M |
| Merit Financial Group, LLC | 0.88% | Add +2.5% | 83,661 | $40.1M |
| Segment Wealth Management, LLC | 2.95% | Reduce -1.8% | 83,579 | $40.0M |
| TD Private Client Wealth LLC | 1.26% | Add +0.8% | 83,456 | $40.0M |
| Kozak & Associates, Inc. | 9.78% | Reduce -3.8% | 80,667 | $39.6M |
| NTV Asset Management LLC | 5.62% | Add +8.4% | 81,997 | $39.3M |
| Jacobi Capital Management LLC | 3.40% | Add +2.1% | 81,640 | $39.1M |
| Simplicity Wealth,LLC | 0.88% | Reduce -24.0% | 81,598 | $39.1M |
| IFG Advisory, LLC | 2.51% | Reduce -3.8% | 81,482 | $39.0M |
| FIL Ltd | 0.04% | Reduce -60.6% | 81,240 | $38.9M |
| PFG Advisors | 2.62% | Add +1.9% | 80,842 | $38.7M |
| Tanglewood Wealth Management, Inc. | 4.78% | Reduce -0.1% | 80,186 | $38.4M |
| Factory Mutual Insurance Co. | 0.44% | No change | 80,154 | $38.4M |
| Trifecta Capital Advisors, LLC | 8.49% | Add +1.3% | 80,010 | $38.3M |
| RFG Holdings, Inc. | 14.55% | Add +7.7% | 79,802 | $38.2M |
| Klingenstein Fields & Co. LP | 1.58% | Add +40.0% | 79,460 | $38.1M |
| Arete Wealth Advisors, LLC | 3.08% | Add +1.4% | 78,295 | $37.5M |
| Venture Visionary Partners LLC | 1.75% | Add +0.3% | 78,045 | $37.4M |
| Aragon Global Management, LP | 15.95% | No change | 77,995 | $37.4M |
| SlateStone Wealth, LLC | 4.03% | Add +0.0% | 77,627 | $37.2M |
| U.S. Capital Wealth Advisors, LLC | 1.41% | Add +8.7% | 76,960 | $36.9M |
| Arax Advisory Partners | 3.59% | Reduce -1.0% | 76,760 | $36.8M |
| Valence8 US LP | 19.16% | Add +14.9% | 76,711 | $36.8M |
| Dumont & Blake Investment Advisors LLC | 5.18% | Add +99.4% | 76,369 | $36.6M |
| SteelPeak Wealth, LLC | 1.73% | Reduce -10.2% | 76,236 | $36.6M |
| Lwmg, LLC | 7.64% | Add +7.6% | 75,595 | $36.2M |
| Cartenna Capital, LP | 2.81% | New | 75,000 | $35.9M |
| Bleakley Financial Group, LLC | 1.03% | Reduce -17.3% | 74,225 | $35.6M |
| Johnson Investment Counsel Inc. | 0.37% | Add +23.7% | 73,819 | $35.4M |
| GPS Wealth Strategies Group, LLC | 5.30% | Add +6.1% | 73,673 | $35.3M |
| Bank Pictet & Cie (Europe) AG | 0.86% | Add +3.4% | 73,572 | $35.2M |
| Integrated Advisors Network LLC | 1.81% | Add +13.4% | 73,209 | $35.1M |
| Smithfield Trust Co | 1.83% | Add +5.2% | 73,078 | $35.0M |
| Jmac Enterprises LLC | 6.11% | Add +2.0% | 72,659 | $34.8M |
| Affinity Wealth Management LLC | 6.29% | Add +16.0% | 71,945 | $34.5M |
| Vontobel Holding Ltd. | 0.11% | Add +1.3% | 71,937 | $34.5M |
| Altus Wealth Management, LLC | 16.40% | Add +0.2% | 71,198 | $34.1M |
| Trek Financial, LLC | 2.71% | Add +189.4% | 71,188 | $34.1M |
| Lodestar Private Asset Management LLC | 4.68% | Reduce -0.4% | 70,965 | $34.0M |
| Garda Capital Partners LP | 18.22% | Reduce -58.6% | 70,918 | $34.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +28.5% | 70,490 | $33.8M |
| International Assets Investment Management, LLC | 3.15% | Reduce -0.1% | 69,940 | $33.5M |
| Round Rock Advisors LLC | 8.09% | Reduce -0.8% | 69,318 | $33.2M |
| TD Waterhouse Canada Inc. | 0.29% | Reduce -3.1% | 67,633 | $32.6M |
| Money Concepts Capital Corp. | 2.73% | Add +1.6% | 67,911 | $32.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 2.53% | Add +3.6% | 66,250 | $32.3M |
| Spectrum Wealth Advisory Group, LLC | 34.41% | Add +1.3% | 67,152 | $32.2M |
| Fortune 45 LLC | 24.47% | Add +3.1% | 66,992 | $32.1M |
| Cooper Financial Group | 4.71% | Add +14.9% | 66,909 | $32.1M |
| Edgestream Partners, L.P. | 1.53% | Reduce -38.0% | 66,355 | $31.8M |
| Aft, Forsyth & Sober, LLC | 10.81% | Add +0.1% | 65,885 | $31.6M |
| Gratus Wealth Advisors, LLC | 5.42% | Add +2.5% | 66,120 | $31.4M |
| Amplius Wealth Advisors, LLC | 3.49% | Add +0.5% | 65,473 | $31.4M |
| Falcon Wealth Planning | 4.07% | Add +19.4% | 65,420 | $31.3M |
| Jaffetilchin Investment Partners, LLC | 2.65% | Add +0.0% | 64,735 | $31.0M |
| Eagle Capital Management, LLC | 13.66% | Reduce -0.2% | 64,684 | $31.0M |
| Savoie Capital LLC | 4.01% | No change | 64,608 | $31.0M |
| Oxler Private Wealth LLC | 11.45% | Add +1.2% | 64,569 | $30.9M |
| Private Wealth Strategies, L.L.C. | 6.20% | Add +3.6% | 64,499 | $30.9M |
| Regal Investment Advisors LLC | 2.04% | Add +3.3% | 64,398 | $30.9M |
| Royal Fund Management, LLC | 4.15% | Reduce -18.2% | 64,202 | $30.9M |
| Axxcess Wealth Management, LLC | 0.84% | Add +5.2% | 64,136 | $30.7M |
| Allen Investment Management, LLC | 0.37% | Add +6.8% | 64,102 | $30.7M |
| Connecticut Wealth Management, LLC | 1.56% | Reduce -0.8% | 62,969 | $30.2M |
| Allianz SE | 0.89% | Add +21.6% | 62,950 | $30.2M |
| New Perspectives, Inc | 16.06% | Reduce -2.0% | 62,788 | $30.1M |
| Prudent Investors Network, Inc. | 10.84% | Add +2.3% | 62,575 | $30.0M |
| PSI Advisors, LLC | 9.48% | Reduce -0.0% | 62,512 | $29.9M |
| ING Groep NV | 0.18% | No change | 62,369 | $29.9M |
| Oliver Lagore Vanvalin Investment Group | 8.56% | Add +381.8% | 62,290 | $29.8M |
| Briaud Financial Planning Inc | 17.09% | Add +19091.6% | 61,797 | $29.6M |
| Brave Asset Management Inc. | 7.51% | Add +0.3% | 61,556 | $29.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 2.27% | Reduce -10.7% | 61,427 | $29.4M |
| Client First Capital LLC | 17.53% | Add +16.1% | 60,759 | $29.1M |
| Whittier Trust Co. of Nevada Inc. | 0.81% | Reduce -0.2% | 60,709 | $29.1M |
| Tucker Asset Management LLC | 6.39% | Add +12.0% | 60,316 | $28.9M |
| Madrona Financial Services, LLC | 8.80% | Add +28.4% | 59,806 | $28.7M |
| Fortis Capital Advisors, LLC | 10.34% | Add +8.2% | 59,798 | $28.7M |
| Smart Money Group LLC | 10.24% | Add +2.2% | 60,794 | $28.6M |
| Christopher J. Hasenberg, Inc | 12.97% | Add +13.8% | 59,752 | $28.6M |
| Northern Capital Management, Inc. | 18.93% | Add +0.9% | 59,202 | $28.4M |
| USAdvisors Wealth Management, LLC | 9.96% | Add +22.8% | 59,061 | $28.3M |
| Balanced Wealth Group LLC | 12.83% | Reduce -12.6% | 58,539 | $28.2M |
| Harvest Investment Advisors, LLC | 20.71% | Reduce -0.2% | 58,590 | $28.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.97% | Add +2.4% | 58,458 | $28.0M |
| Pacific Capital Wealth Advisors, Inc. | 5.11% | Add +37.8% | 58,442 | $28.0M |
| DHJJ Financial Advisors, Ltd. | 11.80% | Add +0.5% | 58,296 | $27.9M |
| Choreo, LLC | 0.47% | Add +70.9% | 57,939 | $27.9M |
| Paloma Partners Management Co | 3.04% | New | 58,229 | $27.9M |
| Aptus Capital Advisors, LLC | 0.52% | Reduce -41.2% | 57,546 | $27.6M |
| Texas Yale Capital Corp. | 1.31% | Reduce -0.8% | 57,511 | $27.6M |
| Wilmington Savings Fund Society, FSB | 1.05% | Add +0.5% | 57,359 | $27.5M |
| Great Valley Advisor Group, Inc. | 0.77% | Add +1.8% | 57,356 | $27.5M |
| Ocean Park Asset Management, LLC | 1.30% | No change | 57,089 | $27.4M |
| Regions Financial Corp. | 0.21% | Reduce -3.1% | 56,948 | $27.3M |
| Man Group plc | 0.07% | New | 56,698 | $27.2M |
| Deutsche Bank AG | 0.01% | Reduce -2.0% | 56,569 | $27.1M |
| Harfst & Associates, Inc. | 6.31% | Reduce -15.6% | 56,534 | $27.1M |
| Commonwealth Financial Services, LLC | 5.55% | Add +16.7% | 54,374 | $27.0M |
| MBE Wealth Management, LLC | 16.22% | Add +2.7% | 55,943 | $26.8M |
| Thoroughbred Financial Services, LLC | 1.79% | Add +24.3% | 55,943 | $26.8M |
| Fairfield Financial Advisors, LTD | 7.84% | — | 55,430 | $26.6M |
| Wealthspire Retirement, LLC | 2.19% | Add +3.5% | 54,492 | $26.1M |
| Scott Capital Advisors, LLC | 7.70% | Reduce -2.3% | 52,380 | $26.1M |
| Senator Investment Group LP | 1.27% | New | 58,500 | $26.1M |
| Kiley Juergens Wealth Management, LLC | 7.20% | Add +0.1% | 54,107 | $25.9M |
| Cavalier Investments, LLC | 7.95% | Add +2.3% | 53,923 | $25.8M |
| Pps&v Asset Management Consultants, Inc. | 18.26% | Reduce -1.2% | 53,221 | $25.5M |
| Copperwynd Financial, LLC | 8.31% | Add +4.8% | 53,985 | $25.4M |
| Snowden Capital Advisors LLC | 0.76% | Reduce -1.3% | 52,914 | $25.4M |
| EHP Funds Inc. | 12.50% | Add +977.5% | 52,800 | $25.3M |
| Roundview Capital LLC | 1.99% | Add +0.4% | 52,692 | $25.2M |
| NRI Wealth Management LC | 19.45% | Reduce -2.2% | 52,371 | $25.1M |
| Kwmg, LLC | 2.68% | Reduce -2.5% | 51,798 | $24.8M |
| Certified Advisory Corp | 3.10% | Add +5.6% | 51,550 | $24.7M |
| TCP Asset Management, LLC | 6.24% | Reduce -0.6% | 51,481 | $24.7M |
| Goldstone Financial Group, LLC | 4.94% | Add +3.9% | 51,409 | $24.6M |
| D. Scott Neal, Inc. | 13.66% | Add +194.9% | 51,151 | $24.5M |
| Onyx Bridge Wealth Group LLC | 4.01% | Add +1.7% | 51,001 | $24.4M |
| Asset Allocation Strategies LLC | 8.17% | Reduce -0.4% | 50,729 | $24.3M |
| First Heartland Consultants, Inc. | 2.41% | Reduce -24.4% | 50,771 | $24.2M |
| Dakota Wealth Management | 0.57% | New | 50,475 | $24.2M |
| CreativeOne Wealth, LLC | 1.22% | Reduce -18.9% | 50,472 | $24.2M |
| Clarity Wealth Advisors, LLC | 7.81% | Reduce -2.4% | 50,431 | $24.2M |
| Investment Advisory Services Inc. /TX | 8.85% | Add +3.2% | 50,405 | $24.1M |
| Banco Santander, S.A. | 0.30% | Reduce -36.7% | 50,345 | $24.1M |
| Zimmermann Investment Management & Planning LLC | 8.04% | Add +3.4% | 50,224 | $24.1M |
| Invst, LLC | 2.65% | Reduce -7.7% | 49,878 | $24.0M |
| Private Advisory Group LLC | 3.14% | Add +36.3% | 49,872 | $23.9M |
| Lowe Wealth Advisors, LLC | 10.82% | Reduce -2.1% | 49,586 | $23.8M |
| Hoylecohen, LLC | 1.80% | Reduce -9.1% | 49,541 | $23.7M |
| Maven Securities LTD | 3.70% | Add +225.6% | 49,535 | $23.7M |
| Resolute Advisors LLC | 6.12% | Add +0.8% | 49,444 | $23.7M |
| Pelham Capital Ltd. | 14.53% | New | 49,439 | $23.7M |
| Strategic Advocates LLC | 9.37% | Add +9.9% | 49,283 | $23.6M |
| Warwick Investment Management, Inc. | 5.50% | Add +1.3% | 49,002 | $23.5M |
| Jones Financial Companies LLLP | 0.03% | Add +673.3% | 48,705 | $23.3M |
| Townsquare Capital LLC | 0.32% | Add +1.8% | 48,697 | $23.3M |
| Brown Advisory Inc. | 0.03% | Add +2.9% | 48,564 | $23.3M |
| Founders Financial Securities LLC | 2.20% | Reduce -13.0% | 48,509 | $23.2M |
| Geneos Wealth Management Inc. | 1.01% | Reduce -3.6% | 47,554 | $22.8M |
| D'Orazio & Associates, Inc. | 3.50% | Reduce -0.7% | 47,487 | $22.8M |
| Shulman DeMeo Asset Management LLC | 5.94% | Reduce -0.9% | 47,471 | $22.7M |
| Circle Wealth Management, LLC | 0.52% | Reduce -5.9% | 47,310 | $22.7M |
| Prostatis Group LLC | 7.92% | Reduce -6.1% | 47,048 | $22.6M |
| Conservest Capital Advisors, Inc. | 2.40% | No change | 50,126 | $22.3M |
| Prosperity Wealth Management, Inc. | 10.94% | Reduce -18.9% | 46,434 | $22.2M |
| Burns J W & Co. Inc. | 3.00% | Add +1.5% | 46,315 | $22.2M |
| OneDigital Investment Advisors LLC | 0.28% | Add +18.7% | 46,249 | $22.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.28% | Add +5.2% | 46,108 | $22.1M |
| Engineers Gate Manager LP | 0.50% | New | 46,019 | $22.0M |
| Yeomans Consulting Group, Inc. | 8.51% | Reduce -11.9% | 45,958 | $22.0M |
| Sachetta, LLC | 9.57% | Reduce -36.3% | 48,081 | $22.0M |
| Summit Global Investments | 1.58% | Reduce -16.8% | 45,854 | $22.0M |
| Neuberger Berman Group LLC | 0.02% | Add +5.2% | 45,853 | $22.0M |
| SpiderRock Advisors, LLC | 0.58% | Add +8.1% | 45,796 | $21.9M |
| United Capital Financial Advisors, LLC | 0.19% | Add +0.1% | 45,587 | $21.8M |
| Synovus Financial Corp. | 0.29% | Add +19.9% | 45,536 | $21.8M |
| Nations Financial Group Inc, /Ia/ | 1.78% | Add +6.5% | 45,484 | $21.8M |
| Valeo Financial Advisors, LLC | 0.68% | Add +1.2% | 45,321 | $21.7M |
| Arvest Trust Co. N A | 1.29% | Reduce -3.9% | 45,152 | $21.6M |
| Cedar Mountain Advisors, LLC | 5.32% | Reduce 0.0% | 45,011 | $21.6M |
| Running Point Capital Advisors, LLC | 8.90% | Reduce -1.5% | 44,950 | $21.5M |
| Davidson Capital Management Inc. | 6.62% | Reduce -0.4% | 44,848 | $21.5M |
| Spinnaker Trust | 1.37% | Reduce -28.4% | 44,537 | $21.3M |
| KPP Advisory Services LLC | 5.67% | Reduce -4.8% | 44,499 | $21.3M |
| Parallel Advisors, LLC | 0.55% | Reduce -4.0% | 44,472 | $21.3M |
| Parisi Gray Wealth Management | 7.60% | Add +0.2% | 44,218 | $21.2M |
| Platt Investment Counsel, LLC | 20.34% | Add +1.6% | 44,144 | $21.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.66% | Add +25.7% | 43,922 | $21.0M |
| Moloney Securities Asset Management, LLC | 3.06% | Add +58.5% | 43,886 | $21.0M |
| Davies Financial Advisors, Inc. | 19.61% | Add +1.4% | 43,837 | $21.0M |
| Washburn Capital Management, Inc. | 14.89% | Reduce -0.1% | 43,540 | $20.9M |
| TruWealth Advisors, LLC | 1.39% | Reduce -1.2% | 43,497 | $20.8M |
| WealthCare Investment Partners, LLC | 9.66% | Add +0.4% | 43,383 | $20.8M |
| Eagle Global Advisors LLC | 1.09% | Reduce -1.1% | 43,256 | $20.7M |
| Impact Partnership Wealth, LLC | 5.44% | Add +14.6% | 43,193 | $20.7M |
| Ellis Investment Partners, LLC | 4.38% | Add +0.9% | 43,165 | $20.7M |
| Smith, Moore & Co. | 2.13% | Add +2.1% | 43,149 | $20.7M |
| SOL Capital Management CO | 2.48% | Add +1.1% | 43,141 | $20.7M |
| AJ Advisors, LLC | 11.38% | Add +3.9% | 42,944 | $20.6M |
| Beacon Financial Planning, Inc. | 13.94% | Reduce -2.0% | 42,857 | $20.5M |
| KCM Investment Advisors LLC | 0.74% | Add +3.6% | 42,477 | $20.4M |
| Hudock, Inc. | 3.79% | Add +564.6% | 42,395 | $20.3M |
| Anchor Investment Management, LLC | 2.08% | Add +1.9% | 42,196 | $20.2M |
| Altfest L J & Co. Inc. | 2.75% | New | 41,985 | $20.1M |
| Arkadios Wealth Advisors | 1.36% | Add +0.8% | 41,983 | $20.1M |
| Garde Capital, Inc. | 1.39% | Reduce -2.6% | 41,845 | $20.0M |
| Principal Securities, Inc. | 0.55% | Add +0.3% | 41,818 | $20.0M |
| Relative Value Partners Group, LLC | 2.60% | New | 41,746 | $20.0M |
| Lake Street Private Wealth, LLC | 2.60% | Add +4.2% | 41,746 | $20.0M |
| Capital Advisors Wealth Management, LLC | 3.95% | Add +8.8% | 41,657 | $20.0M |
| Quattro Financial Advisors LLC | 5.21% | Add +0.4% | 41,622 | $19.9M |
| jvl associates llc | 7.95% | Add +2.4% | 41,392 | $19.8M |
| Silverleafe Capital Partners, LLC | 6.98% | Add +1.7% | 41,327 | $19.8M |
| Benjamin F. Edwards & Company, Inc. | 0.35% | Add +6.2% | 41,293 | $19.8M |
| Three Seasons Wealth, LLC | 10.93% | Add +117.2% | 41,245 | $19.8M |
| Fox Financial, Inc | 18.15% | Reduce -3.6% | 41,093 | $19.7M |
| EMC Capital Management | 11.39% | Add +0.1% | 40,803 | $19.6M |
| Flputnam Investment Management Co. | 0.37% | Add +18.5% | 40,921 | $19.6M |
| Commerce Bank | 0.13% | Add +1.0% | 40,898 | $19.6M |
| GenTrust, LLC | 1.06% | Add +1243.4% | 40,825 | $19.6M |
| Creekmur Asset Management LLC | 5.02% | Add +10.4% | 40,533 | $19.4M |
| Asset Management Group, Inc. | 2.94% | Add +1.9% | 40,365 | $19.3M |
| Penobscot Investment Management Company, Inc. | 1.87% | Add +0.4% | 40,359 | $19.3M |
| Kovack Advisors, Inc. | 2.11% | Reduce -41.8% | 40,051 | $19.2M |
| Magnolia Capital Management Ltd. | 16.08% | No change | 40,003 | $19.2M |
| Accurate Wealth Management, LLC | 4.58% | Add +825.7% | 38,510 | $19.1M |
| World Investment Advisors | 1.19% | Add +256.4% | 39,840 | $19.1M |
| Red Wave Investments LLC | 7.00% | Add +1.3% | 39,607 | $19.0M |
| KilterHowling LLC | 12.92% | Add +0.3% | 39,594 | $19.0M |
| Schnieders Capital Management LLC | 3.86% | Add +0.4% | 39,594 | $19.0M |
| Archer Investment Corp | 5.55% | Add +4.7% | 39,578 | $19.0M |
| GenWealth Group, Inc. | 4.65% | Reduce -7.2% | 39,413 | $18.9M |
| Wealth Management Partners, LLC | 9.16% | Add +1.0% | 39,328 | $18.8M |
| Mount Lucas Management LP | 6.68% | Add +179.6% | 39,268 | $18.8M |
| Blue Zone Wealth Advisors, LLC | 6.47% | Reduce -2.5% | 39,133 | $18.7M |
| Louisiana State Employees Retirement System | 0.36% | Reduce -34.3% | 39,100 | $18.7M |
| Ballentine Partners, LLC | 0.35% | Add +0.3% | 39,092 | $18.7M |
| Axiom Advisory, LLC | 0.20% | Add +6760.2% | 41,367 | $18.7M |
| Greenwood Gearhart LLC | 1.76% | Add +3.9% | 39,009 | $18.7M |
| SAM Advisors, LLC | 6.85% | Reduce -2.1% | 39,005 | $18.7M |
| Verition Fund Management LLC | 0.16% | Add +32.2% | 39,000 | $18.7M |
| Summit Wealth Partners, LLC | 3.88% | Reduce -1.1% | 38,968 | $18.7M |
| Townsend Asset Management Corp. /NC/ | 7.22% | Add +0.5% | 38,906 | $18.6M |
| First United Bank & Trust | 6.92% | Reduce -1.5% | 38,833 | $18.6M |
| Richmond Brothers, Inc. | 36.67% | Reduce -7.8% | 38,703 | $18.5M |
| LifeSteps Financial, Inc. | 15.27% | Reduce -3.9% | 38,606 | $18.5M |
| Freestone Capital Holdings, LLC | 0.66% | Reduce -7.5% | 38,591 | $18.5M |
| Foster Victor Wealth Advisors, LLC | 1.54% | Reduce -6.9% | 37,124 | $18.4M |
| Kaye Capital Management | 7.76% | Add +0.1% | 38,450 | $18.4M |
| Crescent Grove Advisors, LLC | 2.01% | Reduce -2.9% | 38,271 | $18.4M |
| Fermata Advisors, LLC | 4.22% | Add +3.8% | 38,319 | $18.4M |
| Virtue Capital Management, LLC | 3.13% | Add +0.5% | 45,591 | $18.3M |
| PGIM Custom Harvest LLC | 0.41% | Reduce -5.7% | 38,045 | $18.2M |
| Darrow Company, Inc. | 11.85% | Reduce -0.9% | 38,024 | $18.2M |
| Capital Management Associates, Inc | 11.02% | Add +0.3% | 37,989 | $18.2M |
| Elevated Capital Advisors, LLC | 5.11% | Add +0.2% | 37,965 | $18.2M |
| Greenwich Wealth Management LLC | 1.31% | Reduce -1.1% | 37,453 | $17.9M |
| Ashton Thomas Private Wealth, LLC | 0.99% | Add +3.3% | 37,422 | $17.9M |
| Transcend Capital Advisors, LLC | 1.30% | Add +0.5% | 37,398 | $17.9M |
| Betterment LLC | 0.05% | Add +9.4% | 37,392 | $17.9M |
| Global Trust Asset Management, LLC | 7.22% | Add +0.4% | 37,377 | $17.9M |
| Buckingham Strategic Wealth, LLC | 0.19% | Add +3.1% | 37,358 | $17.9M |
| Norris Financial Group, LLC | 9.30% | Reduce -1.9% | 37,291 | $17.9M |
| CRA Financial Services, LLC | 3.59% | Add +1.4% | 37,135 | $17.8M |
| Droms Strauss Advisors Inc. /Mo/ | 6.40% | Reduce -2.8% | 36,913 | $17.7M |
| Evergreen Capital Management LLC | 0.64% | Add +0.0% | 36,791 | $17.7M |
| Quantinno Capital Management LP | 0.32% | Add +16.8% | 36,833 | $17.6M |
| Cornerstone Wealth Management, LLC | 1.35% | Add +0.7% | 36,738 | $17.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.29% | Add +0.9% | 36,523 | $17.5M |
| Vicus Capital | 1.58% | Reduce -1.7% | 36,528 | $17.5M |
| Halter Ferguson Financial Inc. | 12.28% | Add +22.8% | 36,088 | $17.3M |
| Sanchez Wealth Management Group | 5.58% | Add +3.3% | 35,962 | $17.2M |
| Rwa Wealth Partners, LLC | 0.23% | Add +330.6% | 35,942 | $17.2M |
| Bluefin Capital Management, LLC | 10.16% | New | 35,900 | $17.2M |
| Bessemer Group Inc. | 0.03% | Reduce -2.4% | 35,859 | $17.2M |
| Discovery Value Fund | 8.73% | No change | 35,840 | $17.2M |
| Trinity Wealth Management, LLC | 8.56% | Add +2.9% | 35,832 | $17.2M |
| Foster Group, Inc. | 0.67% | Add +0.1% | 35,776 | $17.1M |
| HBW Advisory Services LLC | 2.82% | Add +13.3% | 35,444 | $17.0M |
| ICA Group Wealth Management, LLC | 10.17% | Reduce -57.0% | 35,372 | $16.9M |
| TAP Consulting, LLC | 3.57% | Reduce -1.6% | 35,322 | $16.9M |
| Financial Advocates Investment Management | 1.05% | Add +5.0% | 35,278 | $16.9M |
| Activest Wealth Management | 5.56% | Add +13.4% | 35,256 | $16.9M |
| Vivid Wealth Management, LLC | 9.40% | Add +10.3% | 35,025 | $16.8M |
| FWG Holdings, LLC | 8.40% | Reduce -1.0% | 34,795 | $16.7M |
| Private Wealth Partners, LLC | 1.25% | Reduce -0.1% | 34,748 | $16.6M |
| Winch Advisory Services, LLC | 4.74% | Add +1.9% | 34,566 | $16.6M |
| KFG Wealth Management, LLC | 6.56% | Reduce -2.4% | 34,518 | $16.5M |
| Win Advisors, Inc. | 7.35% | New | 34,352 | $16.5M |
| Obermeyer Wealth Partners | 0.94% | Add +1.2% | 34,262 | $16.4M |
| Peak Planning Group, LLC | 8.05% | Add +17.5% | 34,194 | $16.4M |
| Franklin Resources Inc. | 0.01% | Add +41.3% | 34,176 | $16.4M |
| Pacific Financial Group Inc. | 11.59% | Reduce -5.2% | 34,142 | $16.4M |
| Syntegra Private Wealth Group, LLC | 2.07% | Reduce -2.3% | 33,941 | $16.3M |
| LGL Partners, LLC | 2.37% | Add +2.9% | 33,847 | $16.2M |
| WJ Wealth Management, LLC | 5.89% | Reduce -3.8% | 33,813 | $16.2M |
| Consilio Wealth Advisors, LLC | 7.26% | Add +0.5% | 33,777 | $16.2M |
| Capital Advisory Group Advisory Services, LLC | 6.92% | Add +1.8% | 33,778 | $16.2M |
| Bar Harbor Wealth Management | 1.07% | Reduce -0.0% | 33,766 | $16.2M |
| Family Capital Management, Inc. | 10.97% | Add +0.9% | 33,599 | $16.1M |
| Gouws Capital LLC | 11.51% | Add +5.7% | 33,579 | $16.1M |
| Savant Capital, LLC | 0.16% | Add +14.6% | 33,565 | $16.1M |
| Brighton Jones LLC | 0.53% | Add +14.3% | 33,464 | $16.0M |
| Vantage Financial Partners Ltd., Inc. | 3.97% | Add +6.4% | 33,371 | $16.0M |
| Stonegate Investment Group, LLC | 0.46% | Add +7.3% | 33,369 | $16.0M |
| Sovereign Financial Group, Inc. | 3.98% | Reduce -2.5% | 33,345 | $16.0M |
| Stratos Wealth Advisors, LLC | 0.79% | Reduce -2.1% | 33,318 | $16.0M |
| Whittier Trust Co. | 0.23% | Reduce -0.5% | 33,315 | $16.0M |
| Raymond James Trust N.A. | 0.37% | Add +9.6% | 33,281 | $15.9M |
| Evolution Wealth Advisors, LLC | 3.10% | Add +4.1% | 33,163 | $15.9M |
| American Investment Services, Inc. | 2.81% | Add +0.3% | 33,117 | $15.9M |
| Mgo One Seven LLC | 0.75% | Add +27.4% | 32,876 | $15.8M |
| Rathbones Group PLC | 0.09% | Add +4.3% | 32,665 | $15.7M |
| Dimension Capital Management LLC | 3.17% | Reduce -3.1% | 32,547 | $15.6M |
| Luken Investment Analytics, LLC | 7.82% | Reduce -32.2% | 32,461 | $15.6M |
| PFG Investments, LLC | 1.11% | Add +11.9% | 32,427 | $15.5M |
| Fortis Group Advisors, LLC | 3.08% | Reduce -4.0% | 32,384 | $15.5M |
| Lauer Wealth, LLC | 12.10% | Reduce -9.9% | 31,077 | $15.3M |
| Tower Research Capital LLC (TRC) | 0.26% | Reduce -70.6% | 31,829 | $15.2M |
| Lee Financial Co | 2.48% | Reduce -0.8% | 31,713 | $15.2M |
| Spire Wealth Management | 0.54% | Reduce -3.3% | 31,737 | $15.2M |
| Moneta Group Investment Advisors LLC | 0.24% | Reduce -14.9% | 31,608 | $15.1M |
| Ameritas Investment Partners, Inc. | 0.52% | Add +14.9% | 31,558 | $15.1M |
| American Planning Services, Inc. | 10.63% | Add +2.8% | 31,532 | $15.1M |
| Chicago Partners Investment Group LLC | 0.58% | Add +12.6% | 33,006 | $15.1M |
| Seaview Investment Managers LLC | 4.54% | Add +0.5% | 31,512 | $15.1M |
| Tradition Wealth Management, LLC | 1.46% | Add +7.6% | 31,508 | $15.1M |
| Westside Investment Management, Inc. | 3.45% | Reduce -0.1% | 31,546 | $15.1M |
| Koshinski Asset Management, Inc. | 1.39% | Add +16.3% | 30,097 | $15.0M |
| WealthPLAN Partners, LLC | 1.61% | Reduce -3.4% | 31,242 | $15.0M |
| Monument Capital Management | 4.40% | Add +18.4% | 31,204 | $15.0M |
| Traction Financial Partners, LLC | 10.87% | Add +3.1% | 31,481 | $14.9M |
| Continuum Advisory, LLC | 2.15% | Add +0.9% | 31,170 | $14.9M |
| Vantage Financial Partners, LLC | 3.87% | Add +4.4% | 31,119 | $14.9M |
| Retirement Planning Group, LLC | 0.94% | Add +2.1% | 30,958 | $14.8M |
| Summit Financial, LLC | 0.68% | Add +15.1% | 30,855 | $14.8M |
| Cerro Pacific Wealth Advisors LLC | 5.66% | — | 30,895 | $14.8M |
| Founders Capital Management | 9.59% | Reduce -0.2% | 30,888 | $14.8M |
| Keybank National Association | 0.06% | Reduce -1.3% | 30,856 | $14.8M |
| &partners | 0.65% | Add +760.8% | 30,815 | $14.8M |
| LM Advisors LLC | 2.94% | Reduce -6.0% | 30,835 | $14.8M |
| Arkansas Financial Group, Inc. | 2.63% | Reduce -0.1% | 30,779 | $14.7M |
| AlphaStar Capital Management, LLC | 1.36% | Add +23.1% | 30,303 | $14.7M |
| Mechanics Bank Trust Department | 2.10% | Reduce -4.3% | 30,706 | $14.7M |
| Simmons Bank | 1.11% | Add +0.4% | 30,599 | $14.7M |
| Intrust Bank NA | 1.56% | Add +3.6% | 30,569 | $14.6M |
| Eldridge Investment Advisors, Inc. | 3.67% | Reduce -1.9% | 30,447 | $14.6M |
| Raelipskie Partnership | 7.78% | Reduce -3.5% | 30,435 | $14.6M |
| DT Investment Partners, LLC | 1.29% | No change | 30,428 | $14.6M |
| Sheaff Brock Investment Advisors, LLC | 1.35% | Reduce -3.2% | 30,342 | $14.5M |
| Triton Wealth Management, PLLC | 8.48% | Add +2.2% | 30,200 | $14.5M |
| Avondale Wealth Management | 9.92% | Add +0.1% | 30,289 | $14.5M |
| First Horizon Advisors, Inc. | 0.44% | Add +19.4% | 30,012 | $14.4M |
| Adaptive Financial Consulting, LLC | 6.21% | Add +0.6% | 29,863 | $14.3M |
| Tiaa Trust, National Association | 0.04% | Add +2.6% | 29,727 | $14.2M |
| POM Investment Strategies, LLC | 11.36% | Add +1.5% | 29,646 | $14.2M |
| Institute for Wealth Management, LLC. | 1.90% | Reduce -26.8% | 29,605 | $14.2M |
| Lindbrook Capital, LLC | 1.32% | Reduce -3.4% | 29,406 | $14.1M |
| Focus Partners Advisor Solutions, LLC | 0.37% | New | 29,391 | $14.1M |
| Kingswood Wealth Advisors, LLC | 1.26% | Add +32.4% | 29,271 | $14.0M |
| Hyperion Partners, LLC | 10.00% | Add +5.3% | 29,254 | $14.0M |
| Buska Wealth Management, LLC | 5.57% | Add +10.8% | 29,141 | $14.0M |
| Natixis Advisors, LLC | 0.03% | Add +26.4% | 29,128 | $14.0M |
| Peninsula Wealth, LLC | 2.61% | Add +22.8% | 28,179 | $13.9M |
| National Philanthropic Trust | 0.27% | Add +4.0% | 29,059 | $13.9M |
| Global Wealth Management Investment Advisory, Inc. | 3.23% | Reduce -11.3% | 28,984 | $13.9M |
| JT Stratford LLC | 2.58% | Add +1.1% | 28,897 | $13.8M |
| Mather Group, Llc. | 0.17% | Add +90.2% | 31,091 | $13.8M |
| Coyle Financial Counsel LLC | 4.94% | No change | 31,084 | $13.8M |
| StoneX Group Inc. | 1.10% | Add +27.0% | 28,710 | $13.8M |
| AlTi Global, Inc. | 0.37% | Add +19.5% | 28,686 | $13.8M |
| NorthCoast Asset Management LLC | 0.12% | Add +194.5% | 28,626 | $13.7M |
| Bison Wealth, LLC | 2.22% | No change | 30,730 | $13.6M |
| Camarda Financial Advisors, LLC | 5.35% | Add +1.8% | 28,403 | $13.6M |
| Signature Estate & Investment Advisors LLC | 0.34% | Add +458.0% | 28,376 | $13.6M |
| Y.D. More Investments Ltd | 1.38% | Add +0.6% | 28,259 | $13.5M |
| Erickson Financial Group, LLC | 10.32% | Reduce -0.1% | 28,244 | $13.5M |
| Granite Harbor Advisors, Inc. | 8.73% | Add +18.0% | 28,099 | $13.5M |
| LJI Wealth Management, LLC | 2.97% | Reduce -0.3% | 28,065 | $13.4M |
| MGB Wealth Management, LLC | 5.02% | Add +1.3% | 27,176 | $13.4M |
| Equitable Trust Co. | 0.91% | Add +34.1% | 27,596 | $13.2M |
| Leo Wealth, LLC | 1.35% | Reduce -6.9% | 27,536 | $13.2M |
| Capital Advisors, Ltd. LLC | 1.71% | Add +3.5% | 27,550 | $13.2M |
| Acorn Financial Advisory Services Inc. | 2.46% | Reduce -8.2% | 27,503 | $13.2M |
| Garden State Investment Advisory Services LLC | 4.55% | Add +11.4% | 27,409 | $13.2M |
| Sparta 24 Ltd. | 11.69% | No change | 27,417 | $13.1M |
| Bernardo Wealth Planning LLC | 3.52% | Reduce -0.9% | 27,329 | $13.1M |
| Flagstar Securities, Inc. | 3.57% | Add +2.8% | 27,193 | $13.0M |
| 360 Financial, Inc. | 4.91% | Add +2.1% | 27,124 | $13.0M |
| Wealthstar Advisors, LLC | 10.53% | Add +3149.8% | 27,103 | $13.0M |
| Financial Freedom, LLC | 7.38% | Reduce -0.3% | 27,099 | $13.0M |
| Ausdal Financial Partners, Inc. | 1.38% | Add +2.9% | 27,059 | $13.0M |
| Legend Financial Advisors, Inc. | 9.17% | Add +2.0% | 26,975 | $12.9M |
| Peterson Wealth Management | 7.97% | Add +6.6% | 26,949 | $12.9M |
| Credit Agricole S A | 0.08% | Add +115.7% | 26,924 | $12.9M |
| SeaCrest Wealth Management, LLC | 1.46% | Add +4.8% | 26,735 | $12.8M |
| E&G Advisors, LLC | 3.76% | Add +31.5% | 26,714 | $12.8M |
| NorthRock Partners, LLC | 0.48% | Reduce -34.8% | 26,570 | $12.7M |
| Hudson Bay Capital Management LP | 0.11% | Reduce -74.5% | 26,608 | $12.7M |
| JB Capital LLC | 0.80% | Add +3.2% | 26,570 | $12.7M |
| Platte River Wealth Advisors, LLC | 3.56% | Add +0.3% | 26,506 | $12.7M |
| Williams Jones Wealth Management, LLC. | 0.16% | Add +2.8% | 26,494 | $12.7M |
| FF Advisors,LLC | 8.89% | Reduce -2.4% | 26,359 | $12.6M |
| Assetmark, Inc. | 0.04% | Add +18.5% | 26,310 | $12.6M |
| Benin Management CORP | 3.82% | Reduce -2.6% | 26,271 | $12.6M |
| Olde Wealth Management, LLC | 4.79% | Add +0.1% | 26,212 | $12.6M |
| Fischer Investment Strategies, LLC | 12.25% | Add +22.6% | 26,221 | $12.6M |
| Soltis Investment Advisors LLC | 1.33% | Add +30.4% | 26,187 | $12.5M |
| Systelligence, LLC | 3.32% | Reduce -12.3% | 26,018 | $12.5M |
| VitalStone Financial, LLC | 9.02% | Add +3.0% | 25,971 | $12.4M |
| Gladstone Institutional Advisory LLC | 0.65% | Add +3.5% | 25,932 | $12.4M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +2.2% | 25,877 | $12.4M |
| Glenmede Trust Co. NA | 0.06% | Reduce -0.4% | 25,906 | $12.4M |
| Outlook Wealth Advisors, LLC | 3.87% | Add +2.4% | 25,877 | $12.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.62% | Add +0.1% | 25,832 | $12.4M |
| FineMark National Bank & Trust | 0.45% | Add +7.9% | 25,661 | $12.3M |
| Aveo Capital Partners, LLC | 1.39% | Add +118.9% | 25,655 | $12.3M |
| Geller Advisors LLC | 0.91% | Add +12.4% | 25,500 | $12.2M |
| Holderness Investments Co. | 2.88% | Add +1.2% | 25,509 | $12.2M |
| Vishria Bird Financial Group, LLC | 5.13% | Reduce -0.1% | 25,470 | $12.2M |
| Farther Finance Advisors, LLC | 0.58% | Add +16.6% | 25,046 | $12.1M |
| CENTRAL TRUST Co | 0.30% | Reduce -23.6% | 25,161 | $12.1M |
| Calton & Associates, Inc. | 6.03% | Reduce -2.5% | 25,143 | $12.0M |
| Chaney Capital Management, Inc. | 7.96% | Add +5.4% | 25,078 | $12.0M |
| LPF Advisors LLC | 11.04% | Add +1.7% | 24,984 | $12.0M |
| Financial Guidance Group, Inc. | 7.34% | Add +12.9% | 24,937 | $11.9M |
| Smith Shellnut Wilson LLC | 5.79% | Reduce -1.1% | 24,877 | $11.9M |
| Sykon Capital LLC | 4.48% | Reduce -9.0% | 24,773 | $11.9M |
| Bensler, LLC | 1.60% | Add +4.5% | 24,750 | $11.9M |
| Mesirow Financial Investment Management, Inc. | 0.27% | Add +0.8% | 24,705 | $11.8M |
| Gerber, LLC | 9.31% | Add +9.6% | 24,695 | $11.8M |
| HWG Holdings LP | 4.33% | — | 24,641 | $11.8M |
| Ethos Financial Group, LLC | 2.09% | Add +4130.9% | 24,539 | $11.8M |
| David J Yvars Group | 7.37% | Add +2.6% | 24,570 | $11.8M |
| Sheets Smith Wealth Management | 1.41% | Reduce -44.7% | 24,548 | $11.8M |
| CV Advisors LLC | 6.56% | Add +21.7% | 24,536 | $11.8M |
| Sound View Wealth Advisors Group, LLC | 1.20% | Reduce -1.1% | 24,347 | $11.7M |
| Insigneo Advisory Services, LLC | 1.31% | Reduce -31.2% | 26,731 | $11.6M |
| Oppenheimer Asset Management Inc. | 0.15% | Reduce -37.0% | 24,286 | $11.6M |
| Ramiah Investment Group | 11.36% | Add +2.1% | 24,277 | $11.6M |
| Pettyjohn, Wood & White, Inc. | 2.26% | Add +23.1% | 24,256 | $11.6M |
| Carnegie Investment Counsel | 0.36% | Reduce -4.8% | 24,255 | $11.6M |
| Choate Investment Advisors | 0.30% | Reduce -0.4% | 24,252 | $11.6M |
| Verus Capital Partners, LLC | 1.20% | Reduce -1.5% | 24,251 | $11.6M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +20.1% | 24,112 | $11.6M |
| Simplex Trading, LLC | 0.37% | Reduce -8.7% | 24,028 | $11.5M |
| Fifth Third Bancorp | 0.04% | Add +1.5% | 23,988 | $11.5M |
| KM Capital Management Ltd. | 5.93% | Add +0.3% | 23,931 | $11.5M |
| Next Capital Management LLC | 4.80% | Add +0.7% | 23,757 | $11.4M |
| Foresight Capital Management Advisors, Inc. | 7.67% | Add +41.9% | 23,573 | $11.3M |
| Strategic Wealth Investment Group, LLC | 1.42% | — | 23,378 | $11.3M |
| Roof Eidam Maycock Peralta, LLC | 3.05% | Add +0.3% | 23,467 | $11.2M |
| Integral Investment Advisors, Inc. | 4.13% | Add +11.1% | 23,255 | $11.2M |
| Baron Financial Group, LLC | 7.11% | Reduce -4.0% | 23,329 | $11.2M |
| Cynosure Group, LLC | 1.78% | Add +182.3% | 23,177 | $11.1M |
| Albion Financial Group | 0.83% | Add +6.0% | 23,110 | $11.1M |
| Abich Financial Wealth Management LLC | 7.53% | Reduce -37.2% | 23,102 | $11.1M |
| Ascension Capital Advisors, Inc. | 5.87% | Add +34.9% | 23,047 | $11.0M |
| Proathlete Wealth Management LLC | 5.22% | Add +5.1% | 23,033 | $11.0M |
| Solano Wealth Management, Inc. | 6.04% | Reduce -4.5% | 23,006 | $11.0M |
| Cypress Capital Group | 1.32% | Add +3.4% | 22,995 | $11.0M |
| Claro Advisors Inc. | 1.72% | Reduce -7.2% | 22,958 | $11.0M |
| JSF Financial, LLC | 3.36% | Add +0.0% | 22,901 | $11.0M |
| Good Life Advisors, LLC | 0.90% | Add +4.9% | 22,880 | $11.0M |
| Alpha Cubed Investments, LLC | 0.52% | Add +1.0% | 22,815 | $10.9M |
| Haverford Trust Co | 0.12% | Add +15.4% | 22,807 | $10.9M |
| Chatham Capital Group, Inc. | 1.90% | Add +0.9% | 22,724 | $10.9M |
| Moors & Cabot, Inc. | 0.58% | Add +5.2% | 22,618 | $10.8M |
| HMS Capital Management, LLC | 5.60% | Reduce -8.0% | 22,437 | $10.7M |
| WR Wealth Planners, LLC | 3.27% | Add +7.8% | 22,388 | $10.7M |
| BCGM Wealth Management, LLC | 3.71% | Add +0.3% | 22,364 | $10.7M |
| Trivium Point Advisory, LLC | 1.59% | Add +1477.0% | 22,315 | $10.7M |
| Park Avenue Securities LLC | 0.13% | Add +17.3% | 22,265 | $10.7M |
| Rehmann Capital Advisory Group | 0.76% | Add +0.2% | 22,251 | $10.7M |
| Crestwood Advisors Group, LLC | 0.22% | Add +10.1% | 22,212 | $10.6M |
| Coppell Advisory Solutions LLC | 1.75% | — | 22,169 | $10.6M |
| White Wing Wealth Management | 8.49% | Add +4.2% | 22,154 | $10.6M |
| Silver Oak Securities, Incorporated | 1.59% | Add +24.5% | 22,151 | $10.6M |
| Cresta Advisors, Ltd. | 6.28% | Add +6.3% | 22,091 | $10.6M |
| HFG Advisors, Inc. | 9.85% | Reduce -1.5% | 22,011 | $10.5M |
| Iams Wealth Management, LLC | 5.77% | Add +57.9% | 22,006 | $10.5M |
| Integrity Financial Corp | 6.58% | Add +32.1% | 21,947 | $10.5M |
| Strategic Wealth Partners, Ltd. | 1.09% | Reduce -0.2% | 21,838 | $10.5M |
| Mission Wealth Management, LP | 0.28% | Add +8.7% | 21,821 | $10.5M |
| RDA Financial Network | 3.42% | Add +3.0% | 21,753 | $10.4M |
| Bogart Wealth, LLC | 0.53% | Reduce -5.7% | 21,693 | $10.4M |
| Elevation Capital Advisory, LLC | 4.71% | — | 21,516 | $10.3M |
| Telos Capital Management, Inc. | 1.14% | Reduce -0.2% | 21,438 | $10.3M |
| Keel Point, LLC | 0.93% | Reduce -8.2% | 22,203 | $10.3M |
| Everett Harris & Co. | 0.13% | Add +0.3% | 21,435 | $10.3M |
| Latitude Advisors, LLC | 6.26% | Add +33.5% | 21,400 | $10.3M |
| Coldstream Capital Management Inc. | 0.25% | Reduce -2.1% | 21,314 | $10.2M |
| RVW Wealth, LLC | 1.02% | Add +11.4% | 21,229 | $10.2M |
| Bristlecone Advisors, LLC | 0.86% | Reduce -0.4% | 21,060 | $10.1M |
| Genesee Capital Advisors, LLC | 4.92% | Add +126.8% | 20,935 | $10.0M |
| Strengthening Families & Communities, LLC | 2.88% | Add +0.1% | 20,922 | $10.0M |
| Caldwell Trust Co | 1.11% | Reduce -2.2% | 20,913 | $10.0M |
| WealthTrust Asset Management, LLC | 7.31% | Reduce -9.2% | 20,882 | $10.0M |
| Tennessee Valley Asset Management Partners | 1.87% | Add +0.4% | 20,832 | $10.0M |
| Tidal Investments LLC | 0.14% | Add +92.7% | 20,716 | $9.9M |
| Florida Financial Advisors, LLC | 5.94% | Add +6.2% | 20,693 | $9.9M |
| DAVENPORT & Co LLC | 0.06% | Reduce -0.4% | 20,677 | $9.9M |
| Concorde Asset Management, LLC | 6.10% | Add +16.0% | 20,639 | $9.9M |
| NWF Advisory Services Inc. | 1.57% | Add +14.4% | 20,635 | $9.9M |
| Hazlett, Burt & Watson, Inc. | 5.06% | Add +0.7% | 20,482 | $9.8M |
| Brass Tax Wealth Management, Inc. | 1.92% | Add +1694.0% | 20,469 | $9.8M |
| FSC Wealth Advisors, LLC | 7.18% | Add +165.0% | 20,311 | $9.7M |
| North Star Investment Management Corp. | 0.71% | Reduce -0.1% | 20,280 | $9.7M |
| Astoria Portfolio Advisors LLC. | 3.47% | Add +665.5% | 20,277 | $9.7M |
| Compound Planning, Inc. | 0.72% | New | 20,234 | $9.7M |
| Realta Investment Advisors | 1.90% | Add +2.6% | 20,211 | $9.7M |
| Powell Investment Advisors, LLC | 5.01% | Reduce -2.5% | 20,131 | $9.7M |
| WCG Wealth Advisors LLC | 0.71% | Add +4.5% | 20,141 | $9.7M |
| HUB Investment Partners, LLC | 0.46% | Reduce -4.3% | 20,008 | $9.6M |
| WealthBridge Capital Management, LLC | 3.17% | Reduce -0.4% | 19,992 | $9.6M |
| Garner Asset Management Corp | 3.54% | Add +6.4% | 19,989 | $9.6M |
| Sentinel Trust Co. Lba | 1.17% | Add +391.0% | 19,950 | $9.6M |
| Tandem Wealth Advisors LLC | 5.11% | Reduce -0.0% | 19,910 | $9.5M |
| MMBG Investment Advisors Co. | 1.02% | Reduce -0.4% | 19,909 | $9.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.29% | Add +1.6% | 19,906 | $9.5M |
| Curtis Advisory Group, LLC | 3.36% | Reduce -0.2% | 19,867 | $9.5M |
| Wesbanco Bank Inc. | 0.36% | Add +2.5% | 19,844 | $9.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +388.7% | 19,806 | $9.5M |
| Financial Insights, Inc. | 2.63% | Add +19.9% | 19,776 | $9.5M |
| Sigma Investment Counselors Inc. | 0.59% | Add +10.4% | 19,770 | $9.5M |
| Berkeley Capital Partners, LLC | 2.84% | Reduce -0.9% | 19,708 | $9.4M |
| Pine Harbor Wealth Management, LLC | 5.54% | Add +12.4% | 19,652 | $9.4M |
| Seneca House Advisors | 4.08% | Reduce -1.8% | 19,644 | $9.4M |
| Lake Street Advisors Group, LLC | 0.45% | Reduce -21.8% | 19,607 | $9.4M |
| Etfidea, LLC | 3.18% | Add +3.8% | 19,614 | $9.4M |
| Pacific Wealth Strategies Group, Inc. | 7.73% | Add +1.4% | 19,489 | $9.3M |
| B&D White Capital Company, LLC | 1.95% | Reduce -27.4% | 19,456 | $9.3M |
| Pinnacle Family Advisors, LLC | 5.14% | Reduce -26.5% | 19,422 | $9.3M |
| Hilltop Holdings Inc. | 1.08% | Add +165.7% | 19,377 | $9.3M |
| Empower Advisory Group, LLC | 0.03% | Add +6.6% | 19,346 | $9.3M |
| Joel Isaacson & Co., LLC | 0.49% | Add +10.0% | 19,326 | $9.3M |
| Wedmont Private Capital | 0.58% | Add +4.0% | 18,708 | $9.3M |
| Prism Advisors, Inc. | 2.81% | Reduce -11.0% | 19,316 | $9.3M |
| Nadler Financial Group, Inc. | 1.08% | Add +1.9% | 19,260 | $9.2M |
| Creative Financial Designs Inc. | 0.82% | Add +12.5% | 19,201 | $9.2M |
| Private Trust Co. NA | 0.99% | Add +4.2% | 19,192 | $9.2M |
| AdvisorNet Financial, Inc | 0.83% | Add +4.8% | 19,178 | $9.2M |
| New Wave Wealth Advisors LLC | 4.94% | — | 19,172 | $9.2M |
| Wealth Advisory Solutions, LLC | 2.49% | Reduce -2.3% | 19,168 | $9.2M |
| Pinnacle Financial Partners Inc | 0.20% | Add +15.6% | 19,308 | $9.1M |
| Grandview Asset Management LLC | 5.35% | Add +3.2% | 19,067 | $9.1M |
| Crewe Advisors LLC | 1.02% | Add +1.3% | 19,066 | $9.1M |
| Capital Investment Counsel, LLC | 1.79% | Add +9.1% | 19,054 | $9.1M |
| Guardian Wealth Advisors, LLC | 5.92% | Reduce -0.5% | 18,987 | $9.1M |
| Prosperitas Financial LLC | 5.50% | Reduce -2.8% | 18,843 | $9.0M |
| Granger Management LLC | 1.50% | Reduce -1.6% | 18,807 | $9.0M |
| Main Street Financial Solutions, LLC | 0.85% | Add +4.1% | 18,770 | $9.0M |
| Walleye Capital LLC | 0.10% | Reduce -40.6% | 18,743 | $9.0M |
| Nikulski Financial, Inc. | 2.85% | Add +1.7% | 18,723 | $9.0M |
| HBK Sorce Advisory LLC | 0.31% | Reduce -0.9% | 18,709 | $9.0M |
| Marcum Wealth, LLC | 0.90% | Add +1398.2% | 18,653 | $8.9M |
| Exencial Wealth Advisors, LLC | 0.34% | Reduce -4.0% | 18,639 | $8.9M |
| Banque Pictet & Cie SA | 0.09% | Reduce -2.7% | 18,587 | $8.9M |
| Proficio Capital Partners LLC | 0.93% | Reduce -4.0% | 18,575 | $8.9M |
| Quadcap Wealth Management, LLC | 1.61% | Add +7.3% | 18,552 | $8.9M |
| Invesco Ltd. | 0.00% | Add +405.6% | 18,519 | $8.9M |
| Sunbelt Securities, Inc. | 0.90% | Reduce -0.4% | 18,433 | $8.8M |
| Boothbay Fund Management, LLC | 0.30% | Add +2733.5% | 18,418 | $8.8M |
| Drake & Associates, LLC | 3.16% | Reduce -0.6% | 18,401 | $8.8M |
| Owen LaRue, LLC | 5.44% | Add +6.8% | 18,360 | $8.8M |
| Dohj, LLC | 2.20% | Add +5.0% | 18,340 | $8.8M |
| Agf Management Ltd. | 0.05% | Reduce -0.5% | 18,237 | $8.7M |
| Boston Financial Mangement LLC | 0.28% | Reduce -0.6% | 18,233 | $8.7M |
| Verde Capital Management | 2.77% | Reduce -6.8% | 18,223 | $8.7M |
| Planned Solutions, Inc. | 4.28% | Reduce -0.1% | 18,165 | $8.7M |
| First Nebraska Trust Co | 0.90% | Add +0.8% | 18,160 | $8.7M |
| Vanguard Group Inc. | 0.00% | Add +3.4% | 18,122 | $8.7M |
| Ulland Investment Advisors, LLC | 6.61% | Reduce -0.6% | 18,101 | $8.7M |
| Per Stirling Capital Management, LLC. | 1.39% | Add +1.9% | 18,015 | $8.6M |
| Banque Cantonale Vaudoise | 0.34% | Reduce -54.8% | 17,940 | $8.6M |
| Interactive Financial Advisors, Inc. | 4.73% | Add +137.9% | 17,919 | $8.6M |
| Charles Schwab Investment Management Inc. | 0.00% | New | 17,914 | $8.6M |
| Partners Capital Investment Group, LLP | 0.14% | Add +123.7% | 17,847 | $8.6M |
| Masso Torrence Wealth Management Inc. | 4.75% | Add +2.3% | 17,865 | $8.6M |
| Berger Financial Group, Inc | 0.68% | Add +24.3% | 17,846 | $8.6M |
| Robertson Stephens Wealth Management, LLC | 0.44% | Reduce -1.9% | 17,713 | $8.5M |
| Blue Square Asset Management, LLC | 4.95% | New | 17,713 | $8.5M |
| Richard W. Paul & Associates, LLC | 3.27% | Add +12.0% | 17,706 | $8.5M |
| Ping Capital Management, Inc. | 5.31% | — | 17,700 | $8.5M |
| JTC Employer Solutions Trustee Ltd | 0.57% | Reduce -0.6% | 17,706 | $8.5M |
| GYL Financial Synergies, LLC | 0.65% | Add +8.6% | 17,693 | $8.5M |
| TrueWealth Advisors, LLC | 3.14% | Add +3.3% | 17,686 | $8.5M |
| Alliance Wealth Advisors, LLC | 5.30% | Add +0.0% | 17,553 | $8.4M |
| Rye Brook Capital LLC | 11.03% | Reduce -65.0% | 17,500 | $8.4M |
| Clearstead Advisors, LLC | 0.14% | Add +81.1% | 17,486 | $8.4M |
| Absolute Capital Management, LLC | 5.07% | Reduce -34.2% | 17,478 | $8.4M |
| Plotkin Financial Advisors, LLC | 5.38% | Add +4.8% | 17,474 | $8.4M |
| Little Harbor Advisors, LLC | 5.41% | Add +13.7% | 17,471 | $8.4M |
| Capital Wealth Planning, LLC | 0.09% | Add +58.9% | 17,470 | $8.4M |
| McIlrath & Eck, LLC | 1.24% | Add +12.0% | 17,451 | $8.4M |
| Arcus Capital Partners, LLC | 3.22% | Reduce -1.7% | 17,424 | $8.3M |
| Bollard Group LLC | 0.24% | Add +0.1% | 17,419 | $8.3M |
| Bradley Foster & Sargent Inc. | 0.15% | Add +4.4% | 17,390 | $8.3M |
| Glen Eagle Advisors, LLC | 1.53% | Reduce -0.9% | 17,441 | $8.3M |
| Canandaigua National Bank & Trust Co. | 0.90% | New | 17,339 | $8.3M |
| Howard Financial Services, LTD. | 1.36% | Add +0.1% | 17,329 | $8.3M |
| SOA Wealth Advisors, LLC. | 1.67% | Reduce -12.4% | 17,323 | $8.3M |
| Councilor Wealth, LLC | 4.28% | Reduce -2.3% | 17,310 | $8.3M |
| First National Corp. /Ma/ | 1.97% | Reduce -4.1% | 17,250 | $8.3M |
| Daymark Wealth Partners, LLC | 0.38% | Add +30.4% | 17,239 | $8.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | No change | 17,225 | $8.3M |
| Concentrum Wealth Management | 3.46% | Add +6.3% | 17,166 | $8.2M |
| Strategic Blueprint, LLC | 0.56% | Add +0.1% | 17,139 | $8.2M |
| Keystone Wealth Services, LLC | 2.55% | Reduce -1.4% | 17,115 | $8.2M |
| Hilton Capital Management, LLC | 0.69% | No change | 17,110 | $8.2M |
| Mystic Asset Management, Inc. | 3.30% | Add +3.7% | 17,072 | $8.2M |
| New England Private Wealth Advisors LLC | 1.42% | Reduce -1.8% | 16,975 | $8.1M |
| Cyr Financial Inc. | 8.09% | — | 16,897 | $8.1M |
| Atlas Private Wealth Advisors | 1.31% | Add +64.5% | 16,810 | $8.1M |
| Highline Wealth Partners LLC | 3.03% | Add +6.9% | 16,773 | $8.0M |
| Peak Asset Management, LLC | 1.57% | Add +71.2% | 16,744 | $8.0M |
| Atlas Financial Advisors, Inc. | 13.22% | Reduce -5.5% | 16,673 | $8.0M |
| Summit Trail Advisors, LLC | 0.21% | Reduce -0.4% | 16,623 | $8.0M |
| CFM Wealth Partners LLC | 1.46% | Add +5.2% | 16,627 | $8.0M |
| StrongBox Wealth, LLC | 3.76% | Add +8.2% | 16,610 | $8.0M |
| Robbins Farley | 4.22% | Reduce -3.0% | 16,562 | $7.9M |
| Liquid Strategies, LLC | 2.08% | Reduce -7.1% | 16,539 | $7.9M |
| Kensington Asset Management, LLC | 0.86% | Reduce -98.4% | 16,539 | $7.9M |
| Lansing Street Advisors | 3.28% | Add +5.1% | 16,449 | $7.9M |
| Clare Market Investments LLC | 2.20% | Add +5.7% | 16,414 | $7.9M |
| Rainey & Randall Wealth Advisors Inc. | 1.85% | Add +0.1% | 16,378 | $7.9M |
| Griffin Asset Management, Inc. | 0.91% | Reduce -3.1% | 16,361 | $7.8M |
| Chemung Canal Trust Co. | 1.51% | No change | 16,332 | $7.8M |
| Canal Capital Management, LLC | 1.33% | Add +25.5% | 16,312 | $7.8M |
| MTM Financial Group, LLC | 4.98% | Reduce -0.1% | 16,432 | $7.8M |
| TRUE Private Wealth Advisors | 0.88% | Reduce -3.3% | 16,260 | $7.8M |
| Warner Financial, Inc. | 3.80% | Add +0.6% | 16,254 | $7.8M |
| Cary Street Partners Investment Advisory LLC | 0.31% | Reduce -0.9% | 16,186 | $7.8M |
| Arcataur Capital Management LLC | 2.76% | Reduce -2.3% | 16,180 | $7.8M |
| Watershed Private Wealth LLC | 3.29% | Add +7.0% | 16,164 | $7.7M |
| Leavell Investment Management, Inc. | 0.43% | Add +8.0% | 16,092 | $7.7M |
| SVB Wealth LLC | 0.19% | Reduce -13.4% | 16,079 | $7.7M |
| O'Connor Financial Group LLC | 4.48% | Add +1.4% | 16,065 | $7.7M |
| Westwood Holdings Group Inc. | 0.06% | Reduce -0.6% | 16,062 | $7.7M |
| Prudential PLC | 0.05% | Add +46.4% | 16,053 | $7.7M |
| Avestar Capital, LLC | 0.85% | Reduce -16.4% | 16,048 | $7.7M |
| Main Street Group, LTD | 3.58% | Reduce -2.7% | 15,912 | $7.7M |
| Mfa Wealth Advisors, LLC | 1.68% | Reduce -4.7% | 15,977 | $7.7M |
| SPC Financial, Inc. | 0.70% | Reduce -1.7% | 15,862 | $7.6M |
| Flagship Harbor Advisors, LLC | 0.46% | Reduce -2.2% | 15,845 | $7.6M |
| Lion Street Advisors, LLC | 2.81% | Reduce -4.2% | 15,822 | $7.6M |
| Spectrum Strategic Capital Management, LLC | 5.53% | Add +0.4% | 15,788 | $7.6M |
| Capital Investment Advisory Services, LLC | 0.78% | Reduce -0.3% | 15,774 | $7.6M |
| Fingerlakes Wealth Management, Inc. | 6.74% | Reduce -2.0% | 15,682 | $7.5M |
| My Personal CFO, LLC | 4.00% | Add +4.3% | 15,654 | $7.5M |
| Patriot Investment Management Group, Inc. | 0.58% | Add +0.1% | 15,574 | $7.5M |
| Penserra Capital Management LLC | 0.09% | Reduce -71.9% | 15,573 | $7.5M |
| Trademark Financial Management, LLC | 6.07% | Add +8.8% | 15,548 | $7.4M |
| Finivi Inc. | 6.16% | Add +1.2% | 15,524 | $7.4M |
| BLB&B Advisors, LLC | 0.41% | Reduce -13.1% | 15,477 | $7.4M |
| American State Bank (Iowa) | 4.74% | No change | 15,453 | $7.4M |
| Novak & Powell Financial Services, Inc. | 4.59% | Reduce -0.2% | 15,411 | $7.4M |
| FFT Wealth Management LLC | 0.65% | Add +2.3% | 15,400 | $7.4M |
| Traynor Capital Management, Inc. | 0.62% | Add +7.6% | 15,345 | $7.4M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 13.55% | Reduce -55.2% | 15,334 | $7.3M |
| Rareview Capital LLC | 7.02% | Add +296.2% | 15,308 | $7.3M |
| Three Bridge Wealth Advisors, LLC | 2.90% | Add +18.4% | 15,270 | $7.3M |
| Flaharty Asset Management, LLC | 1.08% | Reduce -2.8% | 15,271 | $7.3M |
| Lazard Asset Management LLC | 0.01% | Reduce -0.1% | 15,215 | $7.3M |
| Perennial Investment Advisors, LLC | 1.04% | Add +11.3% | 15,206 | $7.3M |
| Ancora Advisors LLC | 0.18% | Reduce -8.0% | 15,120 | $7.2M |
| Retirement Income Solutions, Inc. | 1.74% | Reduce -7.1% | 15,060 | $7.2M |
| Carr Financial Group Corp | 2.27% | Add +15.6% | 14,922 | $7.1M |
| Avior Wealth Management, LLC | 0.31% | Reduce -5.5% | 14,919 | $7.1M |
| Elite Wealth Management, Inc. | 1.56% | Reduce -3.6% | 14,866 | $7.1M |
| Madison Wealth Partners, Inc | 2.44% | Add +9.6% | 14,839 | $7.1M |
| Martin Capital Advisors, LLP | 5.30% | Reduce -0.3% | 14,757 | $7.1M |
| Bank of Hawaii | 0.32% | Add +38.8% | 14,679 | $7.0M |
| Chicago Wealth Management, Inc. | 4.04% | Add +5.1% | 14,660 | $7.0M |
| Petix & Botte Co | 1.99% | Add +96.7% | 14,644 | $7.0M |
| Brown Brothers Harriman & Co. | 0.05% | Add +23.5% | 14,557 | $7.0M |
| Empirical Finance, LLC | 0.44% | No change | 14,545 | $7.0M |
| Strategic Advisors LLC | 1.35% | Reduce -11.3% | 14,484 | $6.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.76% | Reduce -17.7% | 14,317 | $6.9M |
| AllGen Financial Advisors, Inc. | 2.60% | Reduce -0.4% | 14,309 | $6.9M |
| Central Pacific Bank - Trust Division | 0.86% | Add +169.4% | 14,306 | $6.9M |
| Advisors Preferred, LLC | 1.18% | Add +21.7% | 14,205 | $6.8M |
| Pallas Capital Advisors LLC | 0.31% | Reduce -0.5% | 14,246 | $6.8M |
| Destiny Capital Corp | 4.67% | Add +2.8% | 14,254 | $6.8M |
| Crew Capital Management, Ltd | 5.47% | Add +93.1% | 14,227 | $6.8M |
| Somerset Group LLC | 6.03% | Add +5.5% | 14,189 | $6.8M |
| Sandy Cove Advisors, LLC | 3.02% | Add +11.8% | 14,153 | $6.8M |
| Pure Financial Advisors, LLC | 0.19% | Add +0.0% | 14,100 | $6.8M |
| Associated Banc-Corp | 0.21% | Add +12.0% | 14,061 | $6.7M |
| Foguth Wealth Management, LLC. | 2.97% | Reduce -52.3% | 14,047 | $6.7M |
| Cozad Asset Management Inc. | 0.67% | Add +6.7% | 14,028 | $6.7M |
| J. Goldman & Co LP | 0.25% | Reduce -59.0% | 14,017 | $6.7M |
| Members Advisory Group LLC | 3.65% | Reduce -8.9% | 13,924 | $6.7M |
| M3 Advisory Group, LLC | 5.50% | Add +3.0% | 13,951 | $6.7M |
| Bay Rivers Group | 3.47% | Add +0.7% | 13,913 | $6.7M |
| High Note Wealth, LLC | 2.04% | Add +22.7% | 13,902 | $6.7M |
| Channel Wealth LLC | 2.41% | Add +0.1% | 13,858 | $6.6M |
| Stock Yards Bank & Trust Co. | 0.22% | Reduce -0.7% | 13,844 | $6.6M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2.76% | Add +0.2% | 13,828 | $6.6M |
| TKG Advisors, LLC | 3.59% | Add +3.0% | 13,810 | $6.6M |
| Lowery Thomas, LLC | 4.81% | Reduce -2.1% | 13,758 | $6.6M |
| Cullen/Frost Bankers, Inc. | 0.10% | Add +1.2% | 13,718 | $6.6M |
| Destination Wealth Management | 0.22% | Add +4.0% | 13,718 | $6.6M |
| Paulson Wealth Management Inc. | 1.91% | Reduce -5.0% | 13,686 | $6.6M |
| Advisory Resource Group | 1.48% | Add +0.1% | 13,666 | $6.5M |
| CMG Global Holdings, LLC | 4.32% | Add +0.3% | 13,648 | $6.5M |
| G&S Capital LLC | 2.84% | Reduce -8.6% | 13,157 | $6.5M |
| Pettinga Financial Advisors LLC | 1.64% | Reduce -9.2% | 13,621 | $6.5M |
| Buck Wealth Strategies, LLC | 1.92% | New | 13,605 | $6.5M |
| Kellett Wealth Advisors, LLC | 5.24% | Reduce -4.8% | 13,564 | $6.5M |
| Nabity-Jensen Investment Management Inc | 5.31% | Add +0.1% | 13,562 | $6.5M |
| Founders Capital Management, LLC | 1.17% | No change | 13,514 | $6.5M |
| Dogwood Wealth Management LLC | 3.97% | Add +30.2% | 13,454 | $6.4M |
| Heritage Wealth Partners, LLC | 9.32% | Add +19.7% | 13,424 | $6.4M |
| Baker Tilly Wealth Management, LLC | 2.62% | Add +99.3% | 13,394 | $6.4M |
| Capstone Wealth Management Group, LLC | 4.20% | Add +2.2% | 13,393 | $6.4M |
| Destiny Wealth Partners, LLC | 1.15% | Reduce -6.6% | 13,340 | $6.4M |
| Roger Wittlin Investment Advisory, LLC | 4.09% | Add +26.9% | 13,298 | $6.4M |
| Tsfg, LLC | 1.49% | Reduce -14.3% | 13,296 | $6.4M |
| Trustmark Bank Trust Department | 0.51% | Add +5.8% | 13,274 | $6.4M |
| Phoenix Financial Ltd. | 0.10% | Reduce -4.1% | 13,235 | $6.3M |
| LexAurum Advisors, LLC | 1.56% | Reduce -4.2% | 13,205 | $6.3M |
| Norden Group LLC | 1.28% | Add +19.2% | 13,198 | $6.3M |
| Bryn Mawr Trust Advisors, LLC | 0.35% | Reduce -20.9% | 13,124 | $6.3M |
| Webster Bank, N. A. | 0.69% | Reduce -0.3% | 13,055 | $6.3M |
| Rovin Capital /Ut/ | 2.60% | Reduce -2.9% | 13,019 | $6.2M |
| Herbst Group, LLC | 3.77% | Reduce -1.3% | 12,938 | $6.2M |
| Cordgrass Capital Advisors, LLC | 1.94% | Add +0.1% | 12,864 | $6.2M |
| BTC Capital Management, Inc. | 0.57% | Add +0.4% | 12,850 | $6.2M |
| Navis Wealth Advisors, LLC | 7.06% | Reduce -19.4% | 12,841 | $6.2M |
| Monterey Private Wealth, Inc. | 2.28% | Add +1.9% | 12,729 | $6.1M |
| Rappaport Reiches Capital Management, LLC | 1.79% | Add +5.1% | 12,648 | $6.1M |
| Provenance Wealth Advisors, LLC | 0.85% | Reduce -0.4% | 12,625 | $6.0M |
| Jackson Hole Capital Partners, LLC | 1.33% | Add +0.4% | 12,585 | $6.0M |
| Abbrea Capital, LLC | 0.80% | Reduce -5.4% | 12,532 | $6.0M |
| Shepherd Financial Partners LLC | 0.77% | Add +10.2% | 12,510 | $6.0M |
| Modera Wealth Management, LLC | 0.09% | Reduce -0.2% | 12,475 | $6.0M |
| Aurora Investment Managers, LLC. | 4.27% | Reduce -3.0% | 12,427 | $6.0M |
| Modus Advisors, LLC | 2.10% | Reduce -2.2% | 12,401 | $5.9M |
| Retirement Planning Co of New England, Inc. | 3.23% | Add +0.9% | 12,400 | $5.9M |
| Principle Wealth Partners LLC | 0.45% | Reduce -0.3% | 12,391 | $5.9M |
| Cheviot Value Management, LLC | 1.16% | Add +0.5% | 12,390 | $5.9M |
| Greenhouse Wealth Management, LLC | 4.33% | Add +0.1% | 12,388 | $5.9M |
| Pachira Investments Inc. | 5.26% | Add +4.9% | 12,378 | $5.9M |
| Afg Fiduciary Services Limited Partnership | 4.14% | Reduce -9.3% | 12,290 | $5.9M |
| Apriem Advisors | 0.72% | Add +1.7% | 12,342 | $5.9M |
| Fluent Financial, LLC | 2.98% | Reduce -7.5% | 12,338 | $5.9M |
| Ashford Capital Management Inc. | 0.80% | Add +35.6% | 12,337 | $5.9M |
| Avaii Wealth Management, LLC | 3.27% | Reduce -4.9% | 12,318 | $5.9M |
| Sandbox Financial Partners, LLC | 2.26% | Add +8.1% | 12,299 | $5.9M |
| Sandy Spring Bank | 0.26% | Reduce -16.1% | 12,262 | $5.9M |
| Hill Island Financial LLC | 1.92% | Reduce -3.1% | 12,252 | $5.9M |
| Vident Advisory, LLC | 0.16% | Reduce -32.5% | 12,230 | $5.9M |
| Gray Wealth Management Inc. | 2.52% | Reduce -0.0% | 12,175 | $5.8M |
| First National Bank of Omaha | 0.38% | Add +0.5% | 12,173 | $5.8M |
| Stonehearth Capital Management, LLC | 2.49% | Reduce -7.9% | 12,143 | $5.8M |
| NewEdge Wealth, LLC | 0.13% | Reduce -8.5% | 12,090 | $5.8M |
| CIC Wealth, LLC | 1.59% | Add +0.2% | 12,074 | $5.8M |
| Stevard, LLC | 5.00% | No change | 12,068 | $5.8M |
| AQR Capital Management | 0.01% | Add +332.0% | 12,041 | $5.8M |
| Merkkuri Wealth Advisors LLC | 5.30% | — | 12,025 | $5.8M |
| Midwest Financial Group LLC | 3.66% | Add +2.4% | 12,018 | $5.8M |
| Vienna Asset Management LLC | 4.77% | Add +19.0% | 12,015 | $5.8M |
| Legacy Advisors, LLC | 0.70% | Add +0.2% | 11,992 | $5.7M |
| Octavia Wealth Advisors, LLC | 0.78% | Add +6.6% | 11,937 | $5.7M |
| Aurora Private Wealth, Inc. | 5.01% | Reduce -3.0% | 11,935 | $5.7M |
| Macquarie Group Ltd. | 0.01% | Reduce -29.8% | 11,864 | $5.7M |
| ORBA Wealth Advisors, L.L.C. | 2.92% | Add +13.6% | 11,776 | $5.6M |
| Householder Group Estate & Retirement Specialist, LLC | 1.57% | Add +8.0% | 11,650 | $5.6M |
| Trust Co. of Vermont | 0.30% | Add +0.3% | 11,562 | $5.5M |
| Headlands Technologies LLC | 0.59% | Reduce -24.2% | 11,550 | $5.5M |
| Fortem Financial Group, LLC | 2.38% | Add +8.1% | 11,541 | $5.5M |
| Marshall Financial Group, LLC | 1.54% | Reduce -11.6% | 11,501 | $5.5M |
| Vance Wealth, LLC | 2.26% | Add +1.0% | 11,466 | $5.5M |
| GC Wealth Management RIA, LLC | 1.08% | Add +21.1% | 11,437 | $5.5M |
| ETF Portfolio Partners, Inc. | 1.71% | Add +14.4% | 11,421 | $5.5M |
| Ferguson Wellman Capital Management, Inc. | 0.11% | Add +8.5% | 11,390 | $5.5M |
| World Equity Group, Inc. | 1.62% | Reduce -66.2% | 11,360 | $5.4M |
| Grassi Investment Management | 0.48% | Reduce -0.5% | 11,327 | $5.4M |
| Southland Equity Partners LLC | 1.55% | Add +1.6% | 11,310 | $5.4M |
| Private Capital Management LLC | 1.07% | Reduce -0.5% | 11,244 | $5.4M |
| BlueChip Wealth Advisors LLC | 3.17% | Reduce -0.0% | 11,243 | $5.4M |
| Financial Partners Group, Inc | 0.85% | Add +5.5% | 11,225 | $5.4M |
| Sfmg, LLC | 0.47% | Reduce -0.7% | 11,220 | $5.4M |
| Enzi Wealth | 2.36% | Reduce -1.8% | 10,817 | $5.4M |
| Flagship Private Wealth, LLC | 3.18% | Add +4.8% | 11,200 | $5.4M |
| Northwest Financial Advisors | 5.45% | Reduce -0.2% | 11,193 | $5.4M |
| FourThought Financial Partners, LLC | 0.69% | Add +2.6% | 11,183 | $5.4M |
| Gill Capital Partners, LLC | 2.06% | Add +5.0% | 11,119 | $5.3M |
| Joule Financial, LLC | 2.16% | Reduce -46.0% | 11,055 | $5.3M |
| Pinnacle Wealth Management Group, Inc. | 3.59% | Add +4.0% | 11,083 | $5.3M |
| Elevation Point Wealth Partners, LLC | 0.42% | Reduce -3.7% | 11,076 | $5.3M |
| RMR Wealth Builders | 0.61% | Reduce -1.3% | 11,070 | $5.3M |
| Harvest Investment Services, LLC | 2.10% | Reduce -12.2% | 11,068 | $5.3M |
| Silvercrest Asset Management Group LLC | 0.04% | New | 11,067 | $5.3M |
| CPC Advisors, LLC | 0.87% | Reduce -3.9% | 11,066 | $5.3M |
| Levy Wealth Management Group, LLC | 1.36% | Reduce -1.6% | 11,054 | $5.3M |
| Surience Private Wealth LLC | 6.81% | New | 11,051 | $5.3M |
| Leslie Global Wealth, LLC | 3.08% | — | 11,010 | $5.3M |
| Fiduciary Financial Group, LLC | 1.27% | — | 10,598 | $5.3M |
| Retirement Solution LLC | 1.41% | Reduce -4.5% | 10,936 | $5.2M |
| Sage Mountain Advisors LLC | 0.48% | Add +275.9% | 10,916 | $5.2M |
| Farmers Trust Co. | 1.06% | Reduce -4.7% | 10,887 | $5.2M |
| Ascentis Independent Advisors | 1.08% | — | 10,863 | $5.2M |
| White Pine Investment CO | 1.53% | Add +0.8% | 10,862 | $5.2M |
| Ledgewood Wealth Advisors, LLC | 4.48% | Reduce -3.5% | 10,852 | $5.2M |
| Avantax Planning Partners, Inc. | 0.17% | Add +7.1% | 10,815 | $5.2M |
| DBK Financial Counsel, LLC | 5.61% | Reduce -1.0% | 10,751 | $5.2M |
| Valued Retirements, Inc. | 7.81% | Add +0.2% | 10,742 | $5.1M |
| IPG Investment Advisors LLC | 1.12% | Add +50.1% | 10,703 | $5.1M |
| Sax Wealth Advisors, LLC | 0.49% | New | 10,707 | $5.1M |
| Palumbo Wealth Management LLC | 2.16% | Add +1.8% | 10,672 | $5.1M |
| LMCG Investments, LLC | 0.30% | Reduce -2.1% | 10,667 | $5.1M |
| PFC Capital Group, Inc. | 2.55% | Add +3.4% | 10,652 | $5.1M |
| Hancock Whitney Corp. | 0.17% | Reduce -5.3% | 10,617 | $5.1M |
| All Terrain Financial Advisors, LLC | 2.14% | No change | 10,606 | $5.1M |
| Zuckerman Investment Group, LLC | 0.59% | Add +0.0% | 10,601 | $5.1M |
| Bordeaux Wealth Advisors LLC | 0.97% | Add +48.6% | 10,599 | $5.1M |
| McGuire Investment Group, LLC | 0.73% | Reduce -0.2% | 10,589 | $5.1M |
| Blue Trust, Inc. | 0.07% | Add +569.1% | 11,401 | $5.1M |
| SMART Wealth LLC | 2.04% | Reduce -6.0% | 10,521 | $5.0M |
| Sage Capital Management, LLC | 2.65% | Add +12.2% | 10,520 | $5.0M |
| CCG Wealth Management, LLC | 2.84% | Reduce -6.0% | 10,518 | $5.0M |
| GFG Capital, LLC | 1.37% | Reduce -1.7% | 10,510 | $5.0M |
| Mission Creek Capital Partners, Inc. | 1.27% | Reduce -2.4% | 10,495 | $5.0M |
| Busey Bank | 0.17% | Add +1.0% | 10,442 | $5.0M |
| Castle Rock Wealth Management, LLC | 1.24% | Reduce -0.7% | 10,337 | $5.0M |
| Ciovacco Capital Management LLC | 3.21% | Reduce -1.8% | 10,386 | $5.0M |
| Ategra Capital Management, LLC | 4.26% | Reduce -51.9% | 10,383 | $5.0M |
| HCR Wealth Advisors | 0.71% | Add +5.5% | 10,380 | $5.0M |
| Ironwood Financial, llc | 1.12% | Add +0.2% | 10,380 | $5.0M |
| WNY Asset Management, LLC | 0.66% | Add +12.2% | 10,376 | $5.0M |
| West Financial Advisors, LLC | 1.03% | Reduce -1.1% | 10,375 | $5.0M |
| Capital Advisors Inc. | 0.10% | Add +7.0% | 10,351 | $5.0M |
| Valmark Advisers, Inc. | 0.08% | Add +2.8% | 10,342 | $5.0M |
| Carrhae Capital LLP | 0.80% | New | 10,260 | $4.9M |
| Magnus Financial Group LLC | 0.55% | Add +4.9% | 10,237 | $4.9M |
| Arthur M. Cohen & Associates, LLC | 0.90% | Add +0.1% | 10,209 | $4.9M |
| Evercore Wealth Management, LLC | 0.08% | Reduce -0.3% | 10,208 | $4.9M |
| WBH Advisory Inc. | 0.49% | Reduce -2.9% | 10,196 | $4.9M |
| White Lighthouse Investment Management Inc. | 0.94% | Reduce -4.5% | 10,186 | $4.9M |
| LongView Wealth Management | 1.80% | Reduce -1.1% | 10,161 | $4.9M |
| Oxinas Partners, LLC | 3.24% | Reduce -2.5% | 10,157 | $4.9M |
| Waterloo Capital, L.P. | 0.58% | Reduce -11.0% | 10,127 | $4.9M |
| Spirepoint Private Client, LLC | 0.69% | Add +1.1% | 10,098 | $4.8M |
| High Falls Advisors, Inc | 1.17% | Add +0.0% | 10,057 | $4.8M |
| Visionary Wealth Advisors | 0.32% | Add +9.7% | 10,056 | $4.8M |
| Hyman Charles D | 0.27% | Add +10.3% | 10,054 | $4.8M |
| Madison Park Capital Advisors, LLC | 4.02% | Reduce -0.3% | 10,036 | $4.8M |
| Davidson Kempner Capital Management LP | 0.11% | New | 10,000 | $4.8M |
| Redhawk Wealth Advisors, Inc. | 0.73% | Reduce -44.0% | 9,990 | $4.8M |
| Oakwell Private Wealth Management, LLC | 1.35% | No change | 9,982 | $4.8M |
| Taylor & Morgan Wealth Management, LLC | 3.38% | Add +6.9% | 9,977 | $4.8M |
| Twin Peaks Wealth Advisors, LLC | 2.38% | Reduce -4.4% | 9,974 | $4.8M |
| NFSG Corp | 1.78% | Add +47.2% | 9,966 | $4.8M |
| Narwhal Capital Management | 0.45% | Reduce -0.2% | 9,951 | $4.8M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 3.43% | No change | 9,927 | $4.8M |
| McKinley Carter Wealth Services, Inc. | 0.30% | Reduce -2.0% | 9,911 | $4.7M |
| Financial Counselors Inc. | 0.08% | Add +26.4% | 9,890 | $4.7M |
| Savvy Advisors, Inc. | 1.54% | Add +25.6% | 9,880 | $4.7M |
| Montecito Bank & Trust | 0.96% | Reduce -2.9% | 9,862 | $4.7M |
| 9258 Wealth Management, LLC | 0.73% | Reduce -4.1% | 9,857 | $4.7M |
| Sharp Wealth Advisory, LLC | 4.02% | Add +7.3% | 9,778 | $4.7M |
| Family Legacy, Inc. | 1.67% | Add +1.5% | 9,732 | $4.7M |
| DeDora Capital, Inc. | 1.43% | Reduce -1.8% | 9,693 | $4.6M |
| Cornell Pochily Investment Advisors, Inc. | 1.76% | Add +2.3% | 9,682 | $4.6M |
| Duncan Williams Asset Management, LLC | 3.91% | Add +0.7% | 9,678 | $4.6M |
| Clear Point Advisors Inc. | 3.81% | Add +0.0% | 9,673 | $4.6M |
| GAMCO Investors | 0.05% | No change | 9,650 | $4.6M |
| National Wealth Management Group, LLC | 3.51% | Reduce -1.9% | 9,624 | $4.6M |
| CW Advisors, LLC | 0.07% | Add +4.3% | 9,619 | $4.6M |
| Cottage Street Advisors LLC | 2.71% | Add +22.2% | 9,580 | $4.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.76% | Add +15.9% | 9,552 | $4.6M |
| Jackson Wealth Management, LLC | 0.98% | Reduce -37.8% | 9,552 | $4.6M |
| Plancorp, LLC | 0.20% | Add +10.9% | 9,471 | $4.5M |
| Visionary Horizons, LLC | 3.32% | Add +7.8% | 9,461 | $4.5M |
| Chris Bulman Inc | 3.10% | — | 9,452 | $4.5M |
| Grey Ledge Advisors, LLC | 1.23% | Add +10.1% | 9,403 | $4.5M |
| Tranquilli Financial Advisor LLC | 3.01% | Reduce -14.8% | 9,339 | $4.5M |
| Joseph P. Lucia & Associates, LLC | 2.31% | Add +4.3% | 9,393 | $4.5M |
| Epic Trust Investment Advisors, LLC | 4.96% | Reduce -14.6% | 9,392 | $4.5M |
| BKM Wealth Management, LLC | 2.16% | Add +0.5% | 9,387 | $4.5M |
| Sawgrass Asset Management LLC | 0.49% | Add +1.8% | 9,371 | $4.5M |
| Boston Family Office LLC | 0.32% | Reduce -0.3% | 9,347 | $4.5M |
| J. Safra Sarasin Holding AG | 0.08% | — | 9,330 | $4.5M |
| SkyOak Wealth, LLC | 1.04% | Add +1.4% | 9,293 | $4.5M |
| Weitzel Financial Services, Inc. | 2.21% | Add +2.8% | 9,202 | $4.4M |
| Transcendent Capital Group LLC | 2.55% | Reduce -0.8% | 9,252 | $4.4M |
| Cohen Capital Management, Inc. | 0.76% | No change | 9,250 | $4.4M |
| Novare Capital Management LLC | 0.40% | Add +304.5% | 9,246 | $4.4M |
| Mill Creek Capital Advisors, LLC | 0.11% | Add +1.1% | 9,162 | $4.4M |
| Riverstone Advisors, LLC | 2.69% | Add +14.1% | 9,125 | $4.4M |
| Goldstein Advisors, LLC | 0.73% | Reduce -1.9% | 9,089 | $4.4M |
| Insight Advisors, LLC/ PA | 0.80% | Add +10.8% | 9,082 | $4.4M |
| SageView Advisory Group, LLC | 0.27% | New | 9,081 | $4.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.11% | Reduce -1.6% | 9,053 | $4.3M |
| Peoples Bank | 3.38% | Reduce -0.4% | 9,053 | $4.3M |
| Atalanta Sosnoff Capital, LLC | 0.10% | Add +10.9% | 9,045 | $4.3M |
| Corsair Capital Management, L.P. | 0.72% | Add +80.0% | 9,000 | $4.3M |
| Schmidt P J Investment Management Inc. | 0.79% | No change | 8,994 | $4.3M |
| Alpha Financial Partners LLC | 3.72% | Reduce -0.1% | 8,972 | $4.3M |
| Atticus Wealth Management, LLC | 1.40% | Reduce -5.9% | 8,955 | $4.3M |
| Hobbs Group Advisors, LLC | 1.62% | — | 8,908 | $4.3M |
| Capital Investment Advisors, LLC | 0.10% | Add +19.8% | 8,875 | $4.3M |
| JBR Co Financial Management Inc | 2.99% | Reduce -2.5% | 8,871 | $4.3M |
| Marvin & Palmer Associates Inc. | 4.13% | Reduce -60.3% | 3,795 | $4.2M |
| Marino, Stram & Associates LLC | 1.03% | Reduce -4.2% | 8,807 | $4.2M |
| Aspiriant, LLC | 0.17% | Add +25.7% | 8,788 | $4.2M |
| Accel Wealth Management | 1.69% | Add +4.2% | 8,781 | $4.2M |
| Clal Insurance Enterprises Holdings Ltd | 0.04% | No change | 8,726 | $4.2M |
| Quad-Cities Investment Group, LLC | 2.32% | Add +12.2% | 8,727 | $4.2M |
| FWL Investment Management, LLC | 2.10% | Add +3.4% | 8,706 | $4.2M |
| Omega Financial Group, LLC | 1.69% | Reduce -3.6% | 8,702 | $4.2M |
| Fiduciary Alliance LLC | 0.68% | Add +46.5% | 8,548 | $4.2M |
| Riggs Asset Managment Co. Inc. | 1.24% | Add +12.7% | 8,675 | $4.2M |
| Yelin Lapidot Holdings Management Ltd. | 0.73% | Reduce -13.0% | 8,673 | $4.2M |
| TBH Global Asset Management, LLC | 0.92% | Reduce -14.2% | 8,670 | $4.2M |
| Oxford Wealth Group, LLC | 2.86% | Add +42.9% | 8,669 | $4.2M |
| XR Securities LLC | 7.01% | Add +856.2% | 8,663 | $4.2M |
| Wintrust Investments LLC | 0.34% | Add +1.4% | 8,655 | $4.1M |
| Strategic Financial Concepts, LLC | 2.41% | Add +18691.3% | 2,777,351 | $4.1M |
| Fairway Wealth LLC | 2.44% | Add +65.9% | 8,628 | $4.1M |
| Alta Wealth Advisors LLC | 2.06% | Reduce -0.1% | 8,623 | $4.1M |
| Purus Wealth Management, LLC | 1.81% | Add +9.6% | 8,575 | $4.1M |
| Lanark Financial, Inc. | 0.37% | Add +0.7% | 8,559 | $4.1M |
| Capital Wealth Alliance, LLC | 2.34% | Add +38.7% | 8,544 | $4.1M |
| Cornerstone Advisory, LLC | 0.57% | Add +2.7% | 8,521 | $4.1M |
| ProVise Management Group, LLC | 0.35% | Add +0.8% | 8,479 | $4.1M |
| Roman Butler Fullerton & Co. | 1.32% | Add +2.4% | 8,075 | $4.1M |
| Gries Financial LLC | 0.83% | Reduce -52.4% | 8,468 | $4.1M |
| Saxony Capital Management, LLC | 4.46% | Add +62.0% | 8,462 | $4.1M |
| Vista Investment Partners LLC | 1.36% | Add +0.9% | 8,457 | $4.1M |
| Westmount Partners, LLC | 1.34% | Add +0.1% | 8,395 | $4.0M |
| Linscomb Wealth, Inc. | 0.21% | Reduce -4.5% | 8,438 | $4.0M |
| Strategies Wealth Advisors, LLC | 0.59% | Add +2.3% | 8,434 | $4.0M |
| King Luther Capital Management Corp. | 0.02% | Add +2.1% | 8,372 | $4.0M |
| Advisors Capital Management, LLC | 0.07% | Add +3.6% | 8,370 | $4.0M |
| United Capital Management of KS, Inc. | 0.88% | Reduce -12.9% | 8,357 | $4.0M |
| Castle Wealth Management LLC | 1.91% | Reduce -0.3% | 8,327 | $4.0M |
| Shelton Capital Management | 0.11% | Reduce -47.5% | 8,294 | $4.0M |
| Armstrong Advisory Group, Inc. | 0.35% | Reduce -1.8% | 8,293 | $4.0M |
| Montz Harcus Wealth Management LLC | 2.58% | Add +1.7% | 8,290 | $4.0M |
| Moneco Advisors, LLC | 0.58% | Reduce -1.4% | 8,273 | $4.0M |
| Triumph Capital Management | 1.55% | Add +44.6% | 8,246 | $4.0M |
| Searle & Co. | 0.93% | No change | 8,257 | $4.0M |
| Welch & Forbes LLC | 0.05% | No change | 7,981 | $4.0M |
| Integrated Investment Consultants, LLC | 1.09% | No change | 8,897 | $4.0M |
| Covenant Asset Management, LLC | 0.89% | Reduce -1.0% | 8,236 | $3.9M |
| First Manhattan Co. Llc. | 0.01% | Add +6.3% | 8,214 | $3.9M |
| Strategy Asset Managers LLC | 0.87% | Reduce -15.6% | 10,652 | $3.9M |
| Leelyn Smith, LLC | 0.75% | Add +0.9% | 8,138 | $3.9M |
| JFS Wealth Advisors, LLC | 0.31% | Add +1.6% | 8,094 | $3.9M |
| Legacy Advisory Services, LLC | 3.54% | Reduce -4.0% | 8,071 | $3.9M |
| Principal Financial Group Inc. | 0.00% | Add +4.7% | 8,048 | $3.9M |
| Financial Futures Ltd Liability Co. | 2.39% | Add +11.6% | 8,029 | $3.8M |
| Arrowroot Family Office, LLC | 2.46% | Reduce -3.7% | 8,021 | $3.8M |
| EverSource Wealth Advisors, LLC | 0.26% | Reduce -3.3% | 8,157 | $3.8M |
| Fulton Breakefield Broenniman LLC | 0.28% | Reduce -0.5% | 8,004 | $3.8M |
| River Wealth Advisors LLC | 0.55% | Add +2.0% | 8,001 | $3.8M |
| NovaPoint Capital, LLC | 1.30% | Add +25.0% | 7,974 | $3.8M |
| Requisite Capital Management, LLC | 0.86% | Add +102.0% | 7,954 | $3.8M |
| Defined Wealth Management, LLC | 2.65% | Reduce -0.3% | 7,966 | $3.8M |
| Thrive Capital Management, LLC | 1.73% | Add +60.2% | 7,920 | $3.8M |
| JPL Wealth Management, LLC | 1.86% | Add +9.1% | 7,911 | $3.8M |
| Summit Investment Advisory Services, LLC | 4.44% | New | 7,880 | $3.8M |
| XML Financial, LLC | 0.38% | Add +7.5% | 7,870 | $3.8M |
| Keebeck Wealth Management | 0.55% | Reduce -1.0% | 7,813 | $3.7M |
| Raleigh Capital Management Inc. | 1.60% | Reduce -6.1% | 7,824 | $3.7M |
| Sassicaia Capital Advisers LLC | 15.11% | Add +178.6% | 7,800 | $3.7M |
| Opinicus Capital, Inc. | 3.12% | Add +0.2% | 7,722 | $3.7M |
| Trust Co. of Toledo NA | 0.53% | Add +4.0% | 7,702 | $3.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.44% | Add +6.7% | 8,051 | $3.7M |
| SignalPoint Asset Management, LLC | 0.98% | Reduce -1.5% | 7,677 | $3.7M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.44% | Reduce -1.1% | 7,663 | $3.7M |
| Capasso Planning Partners LLC | 1.19% | Add +740.4% | 7,639 | $3.7M |
| Tempus Wealth Planning, LLC | 1.53% | Add +0.3% | 7,638 | $3.7M |
| Quadrant Private Wealth Management, LLC | 0.84% | Reduce -11.1% | 7,607 | $3.7M |
| Retirement Investment Advisors, Inc. | 0.44% | — | 7,608 | $3.6M |
| RPS Advisory Solutions LLC | 3.33% | — | 7,544 | $3.6M |
| Ayalon Insurance Comp Ltd. | 1.19% | Add +15.7% | 7,519 | $3.6M |
| Aprio Wealth Management, LLC | 0.66% | Reduce -8.0% | 7,505 | $3.6M |
| Independent Advisor Alliance | 0.12% | Add +12.5% | 7,503 | $3.6M |
| Dymon Asia Capital (singapore) Pte. LTD. | 4.45% | New | 7,500 | $3.6M |
| Guardian Wealth Advisors, LLC / NC | 0.42% | Reduce -0.7% | 7,496 | $3.6M |
| Atom Investors LP | 0.36% | Add +70.3% | 7,480 | $3.6M |
| Lam Group, Inc. | 3.02% | Reduce -43.5% | 7,475 | $3.6M |
| Sharper & Granite LLC | 1.70% | Add +4.3% | 7,454 | $3.6M |
| Harmony Asset Management LLC | 1.49% | Add +3.9% | 7,445 | $3.6M |
| Sightline Wealth Advisors, LLC | 2.21% | Add +1.5% | 7,401 | $3.5M |
| Schechter Investment Advisors, LLC | 0.27% | Add +1.6% | 7,377 | $3.5M |
| Ellerson Group Inc. | 2.69% | Reduce -4.0% | 7,367 | $3.5M |
| Itau Unibanco Holding S.A. | 0.14% | New | 7,358 | $3.5M |
| JMG Financial Group, Ltd. | 0.13% | Add +1.6% | 7,321 | $3.5M |
| Clearwater Capital Advisors, LLC | 0.37% | Add +0.1% | 7,314 | $3.5M |
| Key Client Fiduciary Advisors, LLC | 1.77% | Add +4.7% | 7,304 | $3.5M |
| Ameliora Wealth Management Ltd. | 1.59% | No change | 7,290 | $3.5M |
| BCS Wealth Management | 1.70% | Reduce -32.1% | 7,282 | $3.5M |
| GeoWealth Management, LLC | 0.15% | Add +2.5% | 7,237 | $3.5M |
| MCF Advisors LLC | 0.26% | Reduce -6.8% | 7,233 | $3.5M |
| Macroview Investment Management LLC | 3.70% | Add +6.0% | 7,235 | $3.5M |
| Great Lakes Retirement, Inc. | 0.48% | Add +4.3% | 7,223 | $3.5M |
| Royal Capital Wealth Management, LLC | 2.61% | Add +5.3% | 7,230 | $3.5M |
| GSG Advisors LLC | 1.22% | Reduce -1.6% | 7,156 | $3.4M |
| GGM Financial LLC | 3.16% | — | 7,173 | $3.4M |
| Toth Financial Advisory Corp. | 0.44% | Reduce -58.4% | 7,170 | $3.4M |
| Root Financial Partners, LLC | 0.80% | Add +49.8% | 7,163 | $3.4M |
| Vermillion & White Wealth Management Group, LLC | 2.58% | Add +1382.0% | 7,143 | $3.4M |
| Woodmont Investment Counsel LLC | 0.28% | Reduce -0.7% | 7,121 | $3.4M |
| Sepio Capital, LP | 0.31% | Reduce -10.9% | 7,119 | $3.4M |
| Geneva Partners, LLC | 1.40% | Add +10.5% | 7,109 | $3.4M |
| Essex Bank | 0.92% | Reduce -4.6% | 7,108 | $3.4M |
| Tyche Wealth Partners LLC | 0.83% | Add +15.1% | 7,089 | $3.4M |
| Journey Advisory Group, LLC | 0.41% | Reduce -1.3% | 7,073 | $3.4M |
| Alterna Wealth Management, Inc. | 2.94% | Reduce -56.5% | 7,008 | $3.4M |
| Sequent Planning LLC | 1.15% | Add +0.3% | 6,957 | $3.4M |
| Faithward Advisors, LLC | 0.60% | Add +298.3% | 6,959 | $3.3M |
| Capital Analysts, LLC | 0.15% | Add +19.1% | 6,958 | $3.3M |
| Keeley-Teton Advisors, LLC | 0.43% | Add +1.3% | 6,954 | $3.3M |
| Noked Israel Ltd | 0.92% | No change | 6,940 | $3.3M |
| Game Plan Financial Advisors, LLC | 1.83% | Add +1.6% | 6,935 | $3.3M |
| First National Trust Co | 0.14% | Add +1.1% | 6,919 | $3.3M |
| Levin Capital Strategies, L.P. | 0.35% | Add +0.0% | 6,907 | $3.3M |
| Drexel Morgan & Co. | 0.71% | No change | 6,900 | $3.3M |
| YHB Investment Advisors, Inc. | 0.28% | Add +2.6% | 6,895 | $3.3M |
| PCG Wealth Advisors, LLC | 1.44% | Reduce -13.1% | 6,893 | $3.3M |
| Beaton Management Co. Inc. | 1.77% | Add +0.1% | 6,862 | $3.3M |
| Strait & Sound Wealth Management LLC | 1.67% | Add +11.2% | 6,851 | $3.3M |
| Caas Capital Management LP | 6.18% | Reduce -77.2% | 6,851 | $3.3M |
| Smith Anglin Financial, LLC | 0.33% | Reduce -8.7% | 6,849 | $3.3M |
| Sterling Financial Planning, Inc. | 1.33% | Add +6.6% | 6,843 | $3.3M |
| Blue Bell Private Wealth Management, LLC | 0.68% | Reduce -1.5% | 6,841 | $3.3M |
| Clayton Financial Group LLC | 1.42% | New | 7,376 | $3.3M |
| Guardian Asset Advisors, LLC | 2.39% | Add +8.6% | 6,797 | $3.3M |
| BayBridge Capital Group, LLC | 2.54% | Add +0.9% | 6,789 | $3.3M |
| Sand Hill Global Advisors, LLC | 0.15% | Add +132.3% | 6,779 | $3.2M |
| Hardy Reed LLC | 0.33% | New | 6,775 | $3.2M |
| Greenfield Savings Bank | 1.67% | Add +2.8% | 6,770 | $3.2M |
| SouthState Bank Corp | 0.24% | Add +1.1% | 6,745 | $3.2M |
| First Foundation Advisors | 0.12% | Add +2.5% | 6,742 | $3.2M |
| Prosperity Consulting Group, LLC | 0.44% | Reduce -3.3% | 6,734 | $3.2M |
| Summit X, LLC | 0.72% | Add +13.3% | 6,707 | $3.2M |
| Kaydan Wealth Management, Inc. | 1.14% | Add +0.2% | 6,705 | $3.2M |
| Frisch Financial Group, Inc. | 0.97% | Reduce -1.5% | 6,663 | $3.2M |
| Optimist Retirement Group LLC | 1.67% | Reduce -1.6% | 6,644 | $3.2M |
| NCP Inc. | 2.01% | Add +3.1% | 6,642 | $3.2M |
| Peddock Capital Advisors, LLC | 0.82% | Reduce -1.2% | 6,628 | $3.2M |
| Central Valley Advisors, LLC | 1.35% | Add +3.3% | 3,887 | $3.2M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +1.1% | 6,618 | $3.2M |
| Wbi Investments, LLC | 0.77% | Add +15.8% | 6,595 | $3.2M |
| Gotham Asset Management | 0.04% | Add +25.1% | 6,590 | $3.2M |
| Howard Capital Management Group, LLC | 0.23% | Add +0.0% | 6,570 | $3.1M |
| L.M. Kohn & Company | 0.85% | Add +82.4% | 6,560 | $3.1M |
| WFA Asset Management Corp | 1.77% | Add +43.3% | 6,559 | $3.1M |
| Schear Investment Advisers, LLC | 2.27% | Add +13.2% | 6,557 | $3.1M |
| Napatree Capital LLC | 2.55% | Add +7.3% | 6,555 | $3.1M |
| Fishman Jay A Ltd. | 0.33% | No change | 6,550 | $3.1M |
| Gateway Wealth Partners, LLC | 0.95% | Add +4.5% | 6,538 | $3.1M |
| Codex Capital Asset Management L.L.C. | 1.43% | — | 6,500 | $3.1M |
| Wagner Wealth Management, LLC | 0.93% | Add +1.1% | 6,501 | $3.1M |
| Bright Financial Advisors, Inc. | 2.20% | Add +3.2% | 6,499 | $3.1M |
| Marco Investment Management LLC | 0.29% | Add +0.9% | 6,498 | $3.1M |
| Blackston Financial Advisory Group, LLC | 1.74% | Reduce -5.6% | 6,491 | $3.1M |
| Strategic Family Wealth Counselors, L.L.C. | 1.18% | Add +0.8% | 6,488 | $3.1M |
| City Holding Co. | 0.46% | Add +22.4% | 6,459 | $3.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.70% | Add +2.1% | 6,439 | $3.1M |
| Lakeshore Financial Planning, Inc. | 1.51% | Add +7.7% | 6,434 | $3.1M |
| Baker Ellis Asset Management LLC | 0.46% | No change | 6,425 | $3.1M |
| Retirement Guys Formula LLC | 1.47% | Reduce -3.3% | 6,420 | $3.1M |
| Signaturefd, LLC | 0.06% | Reduce -4.7% | 6,405 | $3.1M |
| Marmo Financial Group, LLC | 1.85% | Reduce -19.4% | 6,389 | $3.1M |
| Prospect Financial Services LLC | 2.35% | Add +0.3% | 6,385 | $3.1M |
| Trust Co | 0.39% | Reduce -0.1% | 6,386 | $3.1M |
| Sugarloaf Wealth Management, LLC | 0.55% | Reduce -7.5% | 6,383 | $3.1M |
| Menora Mivtachim Holdings LTD. | 0.02% | Add +55.0% | 6,343 | $3.0M |
| NDWM LLC | 2.69% | Add +0.1% | 6,341 | $3.0M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -61.1% | 6,323 | $3.0M |
| Napa Wealth Management | 2.04% | Reduce -0.4% | 6,317 | $3.0M |
| Montag A & Associates Inc. | 0.15% | Add +13.1% | 6,304 | $3.0M |
| Aviance Capital Partners, LLC | 0.43% | Reduce -1.4% | 6,289 | $3.0M |
| Congress Park Capital LLC | 1.20% | Add +1.3% | 6,242 | $3.0M |
| Pacific Wealth Management | 1.52% | Add +4.4% | 6,239 | $3.0M |
| LBMC Investment Advisors, LLC | 0.26% | Reduce -4.5% | 6,233 | $3.0M |
| First Citizens Bank & Trust Co. | 0.06% | Reduce -1.2% | 6,214 | $3.0M |
| Advance Capital Management, Inc. | 0.14% | Reduce -6.8% | 6,214 | $3.0M |
| Higgins & Schmidt Wealth Strategies LLC | 2.14% | Reduce -2.2% | 6,203 | $3.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Add +19.1% | 6,201 | $3.0M |
| Capital Asset Advisory Services LLC | 0.16% | Add +6.1% | 5,963 | $3.0M |
| Brandywine Oak Private Wealth LLC | 0.31% | Reduce -2.1% | 6,191 | $3.0M |
| Prelude Capital Management, LLC | 0.25% | Add +22.2% | 6,191 | $3.0M |
| Paladin Advisory Group, LLC | 2.31% | Add +2.9% | 6,144 | $3.0M |
| Colton Groome Financial Advisors, LLC | 1.17% | Reduce -19.4% | 6,177 | $3.0M |
| Financial Management Network Inc. | 0.71% | Reduce -0.1% | 5,945 | $2.9M |
| Ridgepath Capital Management LLC | 2.89% | New | 6,145 | $2.9M |
| Investmark Advisory Group LLC | 1.55% | Reduce -2.3% | 6,083 | $2.9M |
| Apollon Financial, LLC | 0.94% | Add +1.6% | 6,071 | $2.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.14% | Add +8.8% | 6,054 | $2.9M |
| Edge Capital Group, LLC | 0.14% | Add +2.0% | 6,030 | $2.9M |
| Sound Income Strategies, LLC | 0.20% | Add +26.8% | 6,022 | $2.9M |
| Silverlake Wealth Management LLC | 1.18% | Add +393.8% | 6,019 | $2.9M |
| Coordinated Financial Services, Inc. | 2.50% | Reduce -3.2% | 6,013 | $2.9M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | No change | 6,000 | $2.9M |
| Lauterbach Financial Advisors, LLC | 1.89% | Add +0.2% | 6,405 | $2.9M |
| Symphony Financial Services, Inc. | 2.46% | — | 5,001 | $2.9M |
| Cora Capital Advisors LLC | 1.47% | Reduce -2.6% | 5,954 | $2.9M |
| Veridan Wealth LLC | 1.14% | — | 5,169 | $2.9M |
| Cascade Financial Partners, LLC | 0.37% | Add +4.9% | 5,929 | $2.8M |
| Truvestments Capital LLC | 1.12% | Reduce -0.2% | 5,875 | $2.8M |
| Keudell/Morrison Wealth Management | 0.82% | Reduce -0.8% | 5,856 | $2.8M |
| WoodTrust Financial Corp | 0.44% | Add +13.5% | 5,852 | $2.8M |
| Samalin Investment Counsel, LLC | 1.31% | Reduce -4.7% | 5,850 | $2.8M |
| Fortitude Advisory Group L.L.C. | 1.67% | Reduce -0.9% | 5,840 | $2.8M |
| N.E.W. Advisory Services LLC | 0.30% | Add +4.3% | 5,822 | $2.8M |
| Midwest Professional Planners, LTD. | 0.93% | New | 5,812 | $2.8M |
| Institutional & Family Asset Management, LLC | 0.43% | Add +22.4% | 5,810 | $2.8M |
| Denver Wealth Management, Inc. | 1.39% | Reduce -1.0% | 5,798 | $2.8M |
| Americana Partners, LLC | 0.22% | Reduce -10.2% | 5,789 | $2.8M |
| BBR Partners, LLC | 0.23% | No change | 5,752 | $2.8M |
| Hilltop National Bank | 0.88% | No change | 5,714 | $2.7M |
| Davis Investment Partners, LLC | 1.12% | Reduce -27.6% | 5,521 | $2.7M |
| Kanawha Capital Management LLC | 0.21% | Reduce -1.9% | 5,673 | $2.7M |
| Lazari Capital Management, Inc. | 1.23% | Add +299.6% | 5,671 | $2.7M |
| Pacific Sun Financial Corp | 1.61% | Reduce -0.5% | 5,671 | $2.7M |
| Raab & Moskowitz Asset Management LLC | 0.74% | Add +1.9% | 5,653 | $2.7M |
| Avidian Wealth Enterprises, LLC | 0.13% | Add +29.9% | 5,648 | $2.7M |
| Guidance Capital, Inc. | 0.89% | Add +14.6% | 5,743 | $2.7M |
| Advisors Management Group Inc. | 0.68% | Add +7.0% | 5,646 | $2.7M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | No change | 5,425 | $2.7M |
| Heritage Investors Management Corp. | 0.09% | Add +1.5% | 5,619 | $2.7M |
| Kraft, Davis & Associates, LLC | 0.82% | Add +58.6% | 5,811 | $2.7M |
| Kingfisher Capital LLC | 0.63% | Reduce -0.5% | 5,617 | $2.7M |
| Private Client Services, LLC | 1.68% | Add +45.7% | 5,588 | $2.7M |
| Revolve Wealth Partners, LLC | 0.44% | Add +12.1% | 5,580 | $2.7M |
| Advisor OS, LLC | 0.29% | Add +16.9% | 5,580 | $2.7M |
| Sanctuary Wealth Management, L.L.C. | 2.01% | Add +33.6% | 5,550 | $2.7M |
| Compass Financial Group, INC | 0.58% | Reduce -2.8% | 5,549 | $2.7M |
| SP Asset Management LLC | 0.24% | Add +3.0% | 5,538 | $2.7M |
| OxenFree Capital LLC | 2.32% | Add +10.6% | 5,535 | $2.7M |
| Oxford Financial Group, LTD. LLC | 0.17% | Add +15.5% | 5,531 | $2.7M |
| Cladis Investment Advisory, LLC | 1.92% | Add +0.5% | 5,531 | $2.7M |
| Fortis Capital Management LLC | 0.56% | Add +9.7% | 5,509 | $2.6M |
| FC Advisory LLC | 0.97% | Add +0.1% | 5,509 | $2.6M |
| NorthStar Asset Management LLC | 1.83% | Reduce -0.7% | 5,500 | $2.6M |
| Journey Strategic Wealth LLC | 0.11% | Add +12.9% | 5,493 | $2.6M |
| Christensen, King & Associates Investment Services, Inc. | 1.29% | Add +0.3% | 5,461 | $2.6M |
| Family Asset Management, LLC | 1.68% | Reduce -2.1% | 5,459 | $2.6M |
| Kelleher Financial Advisors | 1.07% | No change | 5,454 | $2.6M |
| Cherrydale Wealth Management, LLC | 1.14% | Reduce -5.0% | 5,442 | $2.6M |
| Mainsail Financial Group, LLC | 1.53% | Add +9.2% | 5,442 | $2.6M |
| Stephens Consulting, LLC | 0.74% | Reduce -51.0% | 5,414 | $2.6M |
| Innova Wealth Partners | 1.86% | Add +32.8% | 5,413 | $2.6M |
| Unique Wealth Strategies, LLC | 1.22% | No change | 5,841 | $2.6M |
| Tanglewood Legacy Advisors, LLC | 1.23% | No change | 5,412 | $2.6M |
| Source Financial Advisors LLC | 0.80% | Reduce -1.3% | 5,411 | $2.6M |
| Oxbow Advisors, LLC | 0.31% | No change | 5,391 | $2.6M |
| Hibernia Wealth Partners, LLC | 0.90% | Add +108.5% | 5,384 | $2.6M |
| Tidemark, LLC | 1.19% | Reduce -49.7% | 5,379 | $2.6M |
| Nvest Financial, LLC | 1.58% | Reduce -0.4% | 5,376 | $2.6M |
| LWM Advisory Services, LLC | 2.16% | Add +47.2% | 6,555 | $2.6M |
| Diversified, LLC | 0.30% | Add +28.2% | 5,365 | $2.6M |
| Badgley Phelps Wealth Managers, LLC | 0.06% | Reduce -3.6% | 5,353 | $2.6M |
| Kesler, Norman & Wride, LLC | 0.55% | Reduce -1.0% | 5,361 | $2.6M |
| Dopkins Wealth Management, LLC | 1.56% | Add +0.2% | 5,359 | $2.6M |
| Cypress Wealth Services, LLC | 0.57% | Reduce -8.2% | 5,354 | $2.6M |
| Advanced Asset Management Advisors Inc | 0.68% | Add +4.1% | 5,351 | $2.6M |
| Affinity Capital Advisors, LLC | 0.54% | Add +0.1% | 5,340 | $2.6M |
| Bluespring Wealth Management, LLC | 0.27% | Add +2.3% | 5,309 | $2.5M |
| Sapient Capital LLC | 0.05% | Add +7.7% | 5,301 | $2.5M |
| Fort Sheridan Advisors LLC | 0.41% | Add +53.7% | 5,309 | $2.5M |
| KKM Financial LLC | 1.21% | No change | 5,328 | $2.5M |
| Verdence Capital Advisors LLC | 0.23% | Reduce -1.9% | 5,300 | $2.5M |
| Alaska Permanent Fund Corp | 0.04% | No change | 5,382 | $2.5M |
| Morton Capital Management LLC | 0.60% | New | 5,290 | $2.5M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -3.5% | 5,289 | $2.5M |
| Fiduciary Trust Co | 0.04% | No change | 5,278 | $2.5M |
| QRG Capital Management, Inc. | 0.03% | Add +11.9% | 5,275 | $2.5M |
| Kensington Investment Counsel, LLC | 1.11% | No change | 5,256 | $2.5M |
| Meridian Investment Counsel Inc. | 0.80% | Add +317.5% | 5,252 | $2.5M |
| Seamount Financial Group Inc. | 2.05% | Add +5.5% | 5,249 | $2.5M |
| TNF LLC | 0.92% | Reduce -0.5% | 5,414 | $2.5M |
| Lake Hills Wealth Management, LLC | 1.80% | No change | 5,231 | $2.5M |
| Titleist Asset Management, LLC | 0.38% | New | 5,222 | $2.5M |
| Carl P. Sherr & Co., LLC | 1.39% | Reduce -13.1% | 5,198 | $2.5M |
| Mayflower Financial Advisors, LLC | 0.41% | Add +0.1% | 5,191 | $2.5M |
| Black Diamond Financial, LLC | 0.48% | Add +8.0% | 5,184 | $2.5M |
| Rothschild Wealth LLC | 0.81% | Add +16.7% | 5,175 | $2.5M |
| Smith Thornton Advisors LLC | 1.82% | — | 5,155 | $2.5M |
| EPIQ Capital Group, LLC | 0.87% | Add +1.1% | 5,139 | $2.5M |
| Capital Planning Advisors, LLC | 0.42% | No change | 5,144 | $2.5M |
| Argent Trust Co | 0.11% | Reduce -1.8% | 5,142 | $2.5M |
| Cutter & CO Brokerage, Inc. | 0.60% | Reduce -1.3% | 5,127 | $2.5M |
| Tritonpoint Wealth, LLC | 0.24% | Add +1.9% | 5,112 | $2.5M |
| Benedict Financial Advisors Inc. | 0.62% | Add +0.5% | 5,119 | $2.5M |
| Koss-Olinger Consulting, LLC | 0.23% | New | 5,108 | $2.4M |
| Mattern Capital Management, LLC | 0.34% | No change | 5,103 | $2.4M |
| Cadinha & Co. LLC | 0.45% | Add +112.5% | 5,081 | $2.4M |
| Global Wealth Strategies & Associates | 0.87% | Reduce -5.3% | 5,068 | $2.4M |
| Zhang Financial LLC | 0.17% | Add +9.2% | 5,063 | $2.4M |
| Total Clarity Wealth Management, Inc. | 0.84% | Reduce -4.1% | 5,062 | $2.4M |
| American National Bank & Trust | 0.30% | Reduce -2.3% | 5,060 | $2.4M |
| Delta Investment Management, LLC | 0.53% | Add +1.5% | 5,037 | $2.4M |
| Salem Investment Counselors Inc. | 0.08% | Reduce -13.7% | 5,021 | $2.4M |
| Investment Advisory Group, LLC | 0.93% | Add +5.2% | 5,026 | $2.4M |
| Manhattan West Asset Management, LLC | 0.65% | Add +9.1% | 5,017 | $2.4M |
| Becker Capital Management Inc. | 0.08% | Reduce -26.1% | 4,996 | $2.4M |
| Aristides Capital LLC | 1.00% | No change | 5,000 | $2.4M |
| Fidelis Capital Partners, LLC | 0.34% | Reduce -4.0% | 5,508 | $2.4M |
| Fayez Sarofim & Co | 0.01% | Add +9.3% | 4,984 | $2.4M |
| NWK Group, Inc. | 1.00% | Reduce -0.8% | 4,980 | $2.4M |
| Relyea Zuckerberg Hanson LLC | 0.40% | Reduce -34.6% | 4,971 | $2.4M |
| Waters Parkerson & Co., LLC | 0.13% | Reduce -2.9% | 4,952 | $2.4M |
| Lokken Investment Group LLC | 1.11% | Add +2.6% | 4,943 | $2.4M |
| LFA - Lugano Financial Advisors SA | 1.80% | Add +0.2% | 4,941 | $2.4M |
| Florida Trust Wealth Management Co | 0.08% | Add +15.4% | 4,930 | $2.4M |
| Tyler-Stone Wealth Management | 0.97% | Add +3.2% | 4,912 | $2.4M |
| Family Manage LLC | 0.41% | Add +2.9% | 4,867 | $2.3M |
| Asset Dedication, LLC | 0.16% | New | 4,854 | $2.3M |
| Naples Money Management LLC | 1.96% | Add +154.1% | 4,780 | $2.3M |
| Hayek Kallen Investment Management | 0.86% | Add +1.5% | 4,803 | $2.3M |
| Saxon Interests, Inc. | 1.09% | Reduce -0.8% | 4,801 | $2.3M |
| Sage Investment Advisers LLC | 2.59% | Add +2.5% | 4,774 | $2.3M |
| TFB Advisors LLC | 0.74% | Add +2.3% | 4,763 | $2.3M |
| Insight Wealth Strategies, LLC | 0.32% | Reduce -2.9% | 4,759 | $2.3M |
| Independent Wealth Network Inc. | 1.06% | Add +3.0% | 4,758 | $2.3M |
| Walker Financial Services, Inc. | 1.77% | Add +2.4% | 4,735 | $2.3M |
| Glassman Wealth Services | 0.42% | Reduce -14.5% | 4,728 | $2.3M |
| Physician Wealth Advisors, Inc. | 0.42% | Add +0.0% | 4,562 | $2.3M |
| McAdam, LLC | 0.14% | Add +16.6% | 4,718 | $2.3M |
| 1ST Source Bank | 0.13% | Add +0.5% | 4,700 | $2.3M |
| Sonora Investment Management Group, LLC | 0.18% | No change | 5,068 | $2.3M |
| Wellspring Financial Advisors, LLC | 0.25% | Add +0.0% | 1,436,288 | $2.2M |
| Private Wealth Group, LLC | 1.18% | Reduce -11.9% | 4,693 | $2.2M |
| Home Federal Bank of Tennessee | 0.68% | Add +2.8% | 4,690 | $2.2M |
| Westwood Wealth Management | 0.89% | Add +13.0% | 4,685 | $2.2M |
| Massachusetts Wealth Management | 1.50% | Add +8.2% | 4,667 | $2.2M |
| Clark Asset Management, LLC | 0.62% | Add +32.4% | 4,654 | $2.2M |
| Belmont Capital, LLC | 0.41% | No change | 4,634 | $2.2M |
| Marshall Wace, LLP | 0.00% | Reduce -92.2% | 4,633 | $2.2M |
| Harbour Trust & Investment Management Co | 0.26% | Reduce -1.7% | 4,622 | $2.2M |
| Diversify Wealth Management, LLC | 0.28% | — | 5,083 | $2.2M |
| Investors Asset Management of Georgia Inc. /Ga/ | 1.08% | Reduce -0.5% | 4,606 | $2.2M |
| Chapin Davis, Inc. | 0.75% | Reduce -2.9% | 4,599 | $2.2M |
| One Day In July LLC | 0.27% | Add +2.2% | 4,598 | $2.2M |
| Burney Co./ | 0.08% | Add +18.8% | 4,595 | $2.2M |
| MSH Capital Advisors LLC | 0.74% | Add +2.3% | 4,594 | $2.2M |
| REDW Wealth LLC | 0.58% | Add +1.7% | 4,593 | $2.2M |
| Personal Cfo Solutions, LLC | 0.34% | Add +4.8% | 4,591 | $2.2M |
| United Advisor Group, LLC | 0.68% | Add +23.8% | 4,586 | $2.2M |
| Adamsbrown Wealth Consultants LLC | 0.85% | Add +1.2% | 4,550 | $2.2M |
| Clarius Group, LLC | 0.15% | No change | 4,545 | $2.2M |
| Edge Financial Advisors LLC | 2.25% | Reduce -1.5% | 4,527 | $2.2M |
| Zions Bancorporation, N.A. | 0.17% | Reduce -61.5% | 4,513 | $2.2M |
| Smart Portfolios, LLC | 2.18% | Reduce -10.8% | 4,510 | $2.2M |
| Lyell Wealth Management, LP | 0.21% | Add +13.6% | 4,495 | $2.2M |
| Jasper Ridge Partners, L.P. | 0.07% | Add +2.8% | 4,492 | $2.2M |
| Fairview Capital Investment Management, LLC | 0.12% | Add +16.4% | 4,458 | $2.1M |
| Glenview Trust Co | 0.04% | Reduce -1.9% | 4,456 | $2.1M |
| HF Advisory Group, LLC | 1.10% | Add +6.7% | 4,453 | $2.1M |
| TCI Wealth Advisors, Inc. | 0.20% | Add +21.8% | 4,445 | $2.1M |
| Capital Market Strategies LLC | 1.35% | Add +1.4% | 4,443 | $2.1M |
| Semus Wealth Partners LLC | 1.64% | Add +13.1% | 4,440 | $2.1M |
| Northern Financial Advisors Inc | 1.70% | Add +1.0% | 4,416 | $2.1M |
| Calamos Wealth Management LLC | 0.11% | Reduce -0.9% | 4,410 | $2.1M |
| Fairscale Capital, LLC | 1.87% | — | 4,250 | $2.1M |
| Bank of Marin | 1.82% | Reduce -2.4% | 4,402 | $2.1M |
| Victory Financial Group, LLC | 0.99% | Add +10.1% | 4,402 | $2.1M |
| Financial Planning & Information Services, Inc. | 0.32% | Reduce -42.5% | 4,398 | $2.1M |
| Valley Financial Group, Inc. | 1.54% | Reduce -2.0% | 4,386 | $2.1M |
| Pathway Financial Advisors LLC | 0.57% | Reduce -0.5% | 4,385 | $2.1M |
| Harbor Investment Advisory, LLC | 0.22% | Reduce -4.0% | 4,385 | $2.1M |
| Moss Adams Wealth Advisors LLC | 0.29% | Add +2.2% | 4,374 | $2.1M |
| Hummer Financial Advisory Services Inc | 1.81% | No change | 4,366 | $2.1M |
| Adero Partners, LLC | 0.15% | Add +25.6% | 4,369 | $2.1M |
| Simon Quick Advisors, LLC | 0.15% | Add +0.1% | 4,365 | $2.1M |
| Ignite Planners, LLC | 0.51% | Add +19.5% | 4,206 | $2.1M |
| Capital Planning LLC | 0.63% | Reduce -24.3% | 4,348 | $2.1M |
| Mascoma Wealth Management LLC | 0.55% | Reduce -1.0% | 4,348 | $2.1M |
| Clarity Capital Partners LLC | 1.27% | Reduce -7.3% | 4,340 | $2.1M |
| Beaumont Financial Advisors, LLC | 0.17% | Add +6.9% | 4,336 | $2.1M |
| TrinityPoint Wealth, LLC | 0.32% | Add +31.9% | 4,334 | $2.1M |
| Vertex Planning Partners, LLC | 0.54% | Add +0.4% | 4,314 | $2.1M |
| Uptick Partners, LLC | 1.59% | No change | 4,646 | $2.1M |
| Greenwood Capital Associates LLC | 0.27% | Add +190.1% | 4,302 | $2.1M |
| Arvest Investments, Inc. | 0.33% | Reduce -0.6% | 4,298 | $2.1M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +0.7% | 4,298 | $2.1M |
| Front Row Advisors LLC | 0.72% | Add +7.0% | 4,289 | $2.1M |
| Kaizen Financial Strategies | 1.28% | Reduce -1.0% | 4,483 | $2.1M |
| Gentry Private Wealth, LLC | 1.80% | — | 4,276 | $2.0M |
| Fort Point Capital Partners LLC | 0.26% | Reduce -3.0% | 4,267 | $2.0M |
| Cardinal Point Capital Management ULC | 0.36% | Add +1.9% | 4,257 | $2.0M |
| CVA Family Office, LLC | 0.37% | Reduce -10.5% | 4,260 | $2.0M |
| Worth Asset Management, LLC | 1.21% | Reduce -83.6% | 4,253 | $2.0M |
| Goelzer Investment Management, Inc. | 0.11% | No change | 4,247 | $2.0M |
| Cypress Asset Management Inc. | 0.52% | Add +0.7% | 3,729 | $2.0M |
| Symphony Financial, Ltd. Co. | 0.37% | Add +2.1% | 4,200 | $2.0M |
| Mathes Company, Inc. | 0.74% | No change | 4,210 | $2.0M |
| Aldebaran Financial Inc. | 2.64% | Add +20.3% | 4,211 | $2.0M |
| MIdWestOne Financial Group, Inc. | 0.36% | Reduce -42.2% | 4,205 | $2.0M |
| PICTET BANK & TRUST Ltd | 2.05% | No change | 4,200 | $2.0M |
| Valtinson Bruner Financial Planning LLC | 0.79% | Add +0.6% | 4,179 | $2.0M |
| Tower Wealth Partners, Inc. | 1.23% | Add +8.8% | 4,167 | $2.0M |
| Forum Financial Management, LP | 0.04% | Add +14.1% | 4,161 | $2.0M |
| United Asset Strategies, Inc. | 0.20% | Add +5.7% | 4,158 | $2.0M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +1.9% | 4,148 | $2.0M |
| American Money Management, LLC | 0.42% | Add +0.0% | 4,132 | $2.0M |
| Perennial Advisors, LLC | 0.44% | Reduce -0.4% | 4,129 | $2.0M |
| Gold Investment Management Ltd. | 0.83% | Reduce -0.0% | 4,120 | $2.0M |
| Secure Asset Management, LLC | 0.37% | Add +44.7% | 4,109 | $2.0M |
| J. L. Bainbridge & Co., Inc. | 0.20% | No change | 4,108 | $2.0M |
| Aire Advisors, LLC | 0.45% | Add +6.2% | 4,091 | $2.0M |
| Rakuten Securities, Inc. | 0.84% | Add +8.4% | 4,082 | $2.0M |
| Pasadena Private Wealth, LLC | 0.45% | Add +1.2% | 4,080 | $2.0M |
| Kiely Wealth Advisory Group, Inc. | 1.07% | Add +5.7% | 4,365 | $1.9M |
| CenterStar Asset Management, LLC | 2.92% | Reduce -17.6% | 4,055 | $1.9M |
| Freedom Investment Management, Inc. | 0.16% | Add +96.6% | 4,051 | $1.9M |
| Asset Allocation & Management Company, LLC | 1.28% | No change | 4,048 | $1.9M |
| PBMares Wealth Management LLC | 0.47% | Reduce -0.9% | 4,035 | $1.9M |
| Van Hulzen Asset Management, LLC | 0.13% | Reduce -6.2% | 4,026 | $1.9M |
| Dash Acquisitions Inc. | 0.53% | Add +7.5% | 3,991 | $1.9M |
| Resonant Capital Advisors, LLC | 0.16% | No change | 4,000 | $1.9M |
| JFG Wealth Management, LLC | 0.55% | Add +0.1% | 4,006 | $1.9M |
| Broadleaf Partners, LLC | 0.46% | New | 3,970 | $1.9M |
| Quantum Private Wealth, LLC | 0.67% | Add +4.8% | 3,965 | $1.9M |
| Cornerstone Wealth Group, LLC | 0.17% | Add +14.5% | 3,964 | $1.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.9% | 3,957 | $1.9M |
| Camelot Technology Advisors, Inc. | 1.76% | Add +33.4% | 3,949 | $1.9M |
| Premier Path Wealth Partners, LLC | 0.32% | New | 3,946 | $1.9M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -1.1% | 3,926 | $1.9M |
| WT Wealth Management | 0.64% | Add +3.5% | 3,910 | $1.9M |
| Birchcreek Wealth Management, LLC | 1.05% | Reduce -8.3% | 3,904 | $1.9M |
| Ridgecrest Wealth Partners, LLC | 1.12% | No change | 3,890 | $1.9M |
| Patten & Patten Inc. | 0.13% | Reduce -19.7% | 3,885 | $1.9M |
| Websterrogers Financial Advisors, LLC | 0.66% | No change | 3,876 | $1.9M |
| McDonald Partners LLC | 0.50% | Add +4.5% | 3,874 | $1.9M |
| Pursue Wealth Partners LLC | 1.01% | Add +9.7% | 3,864 | $1.9M |
| F&V Capital Management, LLC | 0.54% | Add +17.3% | 3,838 | $1.8M |
| Zega Financial, LLC | 0.66% | Reduce -17.7% | 3,810 | $1.8M |
| FSA Advisors, Inc. | 1.90% | Add +2.9% | 3,809 | $1.8M |
| Ridgewood Investments LLC | 0.91% | Reduce -3.1% | 3,800 | $1.8M |
| Patrick M Sweeney & Associates, Inc. | 1.47% | Add +1.7% | 3,813 | $1.8M |
| waypoint wealth counsel | 1.39% | Add +12.2% | 3,792 | $1.8M |
| Summit Asset Management, LLC | 0.21% | Reduce -0.2% | 3,789 | $1.8M |
| Collaborative Wealth Managment Inc. | 0.89% | Add +0.0% | 3,786 | $1.8M |
| Pinnacle Bancorp, Inc. | 0.54% | No change | 3,785 | $1.8M |
| Country Club Bank | 0.13% | Reduce -0.1% | 3,756 | $1.8M |
| WMG Financial Advisors, LLC | 0.95% | Add +3.8% | 3,765 | $1.8M |
| Accredited Investors Inc. | 0.11% | Add +0.5% | 3,759 | $1.8M |
| Rinkey Investments | 0.65% | No change | 3,755 | $1.8M |
| MAS Advisors LLC | 4.29% | No change | 3,753 | $1.8M |
| Callan Family Office, LLC | 0.34% | Reduce -0.2% | 3,749 | $1.8M |
| Violich Capital Management, Inc. | 0.24% | Add +21.9% | 3,749 | $1.8M |
| Redwood Financial Network Corp | 1.51% | Reduce -0.5% | 3,742 | $1.8M |
| Millennium Capital Advisors, LLC | 1.19% | No change | 3,726 | $1.8M |
| Mosaic Financial Group, LLC | 1.28% | Add +11.6% | 3,722 | $1.8M |
| Private Ocean, LLC | 0.16% | Add +99.9% | 3,716 | $1.8M |
| First Hawaiian Bank | 0.06% | Reduce -19.9% | 3,706 | $1.8M |
| Cambridge Financial Group, LLC | 0.81% | No change | 3,693 | $1.8M |
| Oder Investment Management, LLC | 1.60% | Add +1.0% | 3,686 | $1.8M |
| Davis R M Inc. | 0.04% | Reduce -2.4% | 3,671 | $1.8M |
| Selective Wealth Management, Inc. | 0.77% | Reduce -0.9% | 3,532 | $1.8M |
| FSM Wealth Advisors, LLC | 0.59% | Add +0.0% | 3,662 | $1.8M |
| Waldron Private Wealth LLC | 0.08% | Reduce -2.6% | 3,660 | $1.8M |
| Wellington Shields & Co., LLC | 0.57% | Add +9.8% | 3,634 | $1.7M |
| Hutchens & Kramer Investment Management Group, LLC | 0.96% | Reduce -0.6% | 3,592 | $1.7M |
| OneAscent Financial Services LLC | 0.24% | Add +19.9% | 3,613 | $1.7M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.31% | Add +18.9% | 3,589 | $1.7M |
| Annex Advisory Services, LLC | 0.06% | Add +8.5% | 3,585 | $1.7M |
| UMB Bank, n.a. | 0.03% | Reduce -54.1% | 3,583 | $1.7M |
| Procyon Advisors, LLC | 0.13% | Reduce -0.4% | 3,566 | $1.7M |
| Wealth Management Associates, Inc. | 0.80% | No change | 3,562 | $1.7M |
| Kapstone Financial Advisors LLC | 1.12% | Add +3.3% | 3,557 | $1.7M |
| Slagle Financial, LLC | 0.87% | Add +2.1% | 3,548 | $1.7M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -0.8% | 3,535 | $1.7M |
| Mach-1 Financial Group, LLC | 1.19% | Reduce -65.5% | 3,532 | $1.7M |
| BNC Wealth Management, LLC | 0.63% | Add +2.4% | 3,523 | $1.7M |
| Beacon Bridge Wealth Partners, LLC | 0.77% | Add +40.0% | 3,520 | $1.7M |
| 49 Wealth Management, LLC | 0.33% | Add +0.2% | 3,497 | $1.7M |
| Sfm, LLC | 1.27% | Add +0.5% | 3,512 | $1.7M |
| WMS Partners, LLC | 0.11% | Add +0.1% | 3,509 | $1.7M |
| Callan Capital, LLC | 0.14% | Add +11.6% | 3,508 | $1.7M |
| Diversified Portfolios, Inc. | 0.22% | Reduce -0.6% | 3,506 | $1.7M |
| Cherry Creek Investment Advisors, Inc. | 0.88% | Reduce -13.9% | 3,503 | $1.7M |
| Apella Capital, LLC | 0.07% | Reduce -0.3% | 3,371 | $1.7M |
| Dearborn Partners LLC | 0.07% | Reduce -6.6% | 3,500 | $1.7M |
| Gruss & Co., LLC | 9.10% | Reduce -58.8% | 3,500 | $1.7M |
| Catalyst Capital Advisors LLC | 0.04% | Reduce -30.6% | 3,490 | $1.7M |
| Copperleaf Capital, LLC | 1.33% | Reduce -8.2% | 3,478 | $1.7M |
| Cantor Fitzgerald, L. P. | 0.34% | Reduce -46.5% | 3,477 | $1.7M |
| Chilton Capital Management LLC | 0.07% | Add +2.7% | 3,476 | $1.7M |
| West Coast Financial LLC | 0.20% | No change | 3,474 | $1.7M |
| Weaver Consulting Group | 0.58% | Add +9.2% | 3,457 | $1.7M |
| Northeast Investment Management | 0.08% | Add +8.1% | 3,456 | $1.7M |
| Denver PWM, LLC | 0.66% | Add +9.6% | 3,453 | $1.7M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.52% | New | 3,450 | $1.7M |
| Howland Capital Management LLC | 0.08% | Add +101.5% | 3,444 | $1.7M |
| Atlas Brown,Inc. | 0.59% | Reduce -1.5% | 3,448 | $1.7M |
| Professional Financial Advisors, LLC | 0.45% | Add +10.6% | 3,435 | $1.6M |
| Balefire, LLC | 0.58% | Reduce -10.8% | 3,430 | $1.6M |
| Indiana Trust & Investment Management Co | 0.60% | Add +220.4% | 3,428 | $1.6M |
| Fort Pitt Capital Group, LLC | 0.05% | Add +1.3% | 3,421 | $1.6M |
| Orange Investment Advisors, Inc. | 0.21% | Add +3.1% | 4,046 | $1.6M |
| Ballew Advisors, Inc | 1.08% | Reduce -0.3% | 3,285 | $1.6M |
| Spotlight Asset Group, Inc. | 1.14% | No change | 3,402 | $1.6M |
| MKT Advisors LLC | 0.81% | Reduce -0.1% | 3,273 | $1.6M |
| Smartleaf Asset Management LLC | 0.27% | Reduce -22.3% | 3,376 | $1.6M |
| Platform Technology Partners | 0.56% | — | 3,387 | $1.6M |
| Tompkins Financial Corp. | 0.17% | Add +58.9% | 3,360 | $1.6M |
| Signal Advisors Wealth, LLC | 3.51% | Reduce -89.6% | 3,346 | $1.6M |
| HM Payson & Co. | 0.03% | Add +3.0% | 3,346 | $1.6M |
| Meridian Management Co. | 0.44% | Add +1.4% | 3,340 | $1.6M |
| Red Door Wealth Management, LLC | 0.28% | Reduce -3.1% | 3,338 | $1.6M |
| Eagle Strategies LLC | 0.30% | Reduce -92.7% | 3,327 | $1.6M |
| Colorado Capital Management, Inc. | 0.88% | No change | 3,571 | $1.6M |
| Cape Investment Advisory, Inc. | 0.71% | Add +2.1% | 3,306 | $1.6M |
| KG Capital Management | 0.55% | Add +14.3% | 3,306 | $1.6M |
| HHM Wealth Advisors, LLC | 0.24% | Add +6.2% | 3,303 | $1.6M |
| Family Investment Center, Inc. | 0.47% | Reduce -4.1% | 3,292 | $1.6M |
| Sierra Capital LLC | 0.21% | Reduce -3.1% | 3,289 | $1.6M |
| Optivise Advisory Services LLC | 0.85% | — | 3,283 | $1.6M |
| Cedar Wealth Management, LLC | 0.51% | Add +0.8% | 3,281 | $1.6M |
| Carolinas Wealth Consulting LLC | 0.30% | Add +3.8% | 3,281 | $1.6M |
| Dock Street Asset Management Inc. | 0.22% | Reduce -4.2% | 3,280 | $1.6M |
| Performance Wealth Partners, LLC | 0.06% | Reduce -0.0% | 3,271 | $1.6M |
| AlphaCentric Advisors LLC | 1.15% | Add +188.7% | 3,257 | $1.6M |
| Parsons Capital Management Inc. | 0.11% | No change | 3,252 | $1.6M |
| First Commonwealth Financial Corp | 0.40% | Reduce -2.1% | 3,251 | $1.6M |
| GHP Investment Advisors, Inc. | 0.08% | Add +3.6% | 3,232 | $1.5M |
| First Washington CORP | 0.57% | No change | 3,231 | $1.5M |
| Laidlaw Wealth Management LLC | 0.85% | Reduce -24.4% | 3,229 | $1.5M |
| Global Financial Private Client, LLC | 0.65% | Reduce -0.4% | 3,224 | $1.5M |
| Wolff Financial Management LLC | 1.14% | Add +0.7% | 3,214 | $1.5M |
| WorthPointe, LLC | 0.70% | Add +20.7% | 3,211 | $1.5M |
| Milestone Asset Management, LLC | 0.39% | Reduce -4.2% | 3,210 | $1.5M |
| Oribel Capital Management, LP | 0.21% | Reduce -28.9% | 3,200 | $1.5M |
| Two Sigma Securities, LLC | 0.07% | New | 3,200 | $1.5M |
| Morton Brown Family Wealth, LLC | 0.60% | Reduce -0.3% | 3,197 | $1.5M |
| Investment Partners Asset Management, Inc. | 1.36% | Add +0.1% | 3,196 | $1.5M |
| Guyasuta Investment Advisors Inc. | 0.11% | No change | 3,700 | $1.5M |
| Gryphon Financial Partners LLC | 0.23% | Add +33.7% | 3,160 | $1.5M |
| Naples Global Advisors, LLC | 0.15% | Add +3.0% | 3,153 | $1.5M |
| First American Trust, FSB | 0.15% | No change | 3,153 | $1.5M |
| Vigilare Wealth Management | 0.67% | Add +0.9% | 3,150 | $1.5M |
| DHK Financial Advisors, Inc. | 1.05% | No change | 3,150 | $1.5M |
| Rothschild Investment LLC | 0.11% | Add +9.4% | 3,149 | $1.5M |
| Colonial River Investments, LLC | 0.81% | Reduce -4.0% | 3,138 | $1.5M |
| Acas, LLC | 1.31% | Add +5.1% | 3,186 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.75% | Add +15.5% | 3,130 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Reduce -33.1% | 3,130 | $1.5M |
| Systematic Alpha Investments, LLC | 0.06% | No change | 3,130 | $1.5M |
| Old National Bancorp | 0.04% | Add +27.8% | 3,130 | $1.5M |
| Atmos Capital Gestao DE Recursos Ltda. | 0.21% | No change | 3,127 | $1.5M |
| German American Bancorp, Inc. | 0.17% | Add +7.6% | 3,104 | $1.5M |
| StoneCrest Wealth Management, Inc. | 1.13% | Reduce -17.4% | 3,093 | $1.5M |
| American Trust | 0.12% | Reduce -86.4% | 3,087 | $1.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +35.1% | 3,081 | $1.5M |
| Mezzasalma Advisors, LLC | 0.63% | Reduce -39.6% | 3,079 | $1.5M |
| Iowa State Bank | 0.33% | Add +0.8% | 3,071 | $1.5M |
| AllSquare Wealth Management LLC | 0.88% | Add +0.3% | 3,063 | $1.5M |
| Sage Advisors, LLC | 1.19% | Add +7.0% | 3,061 | $1.5M |
| RPG Investment Advisory, LLC | 0.22% | Reduce -0.7% | 3,057 | $1.5M |
| BSW Wealth Partners | 0.24% | Add +3.5% | 3,054 | $1.5M |
| Park National Corp. | 0.05% | Reduce -0.2% | 3,053 | $1.5M |
| Allie Family Office LLC | 0.88% | Add +10.2% | 3,047 | $1.5M |
| Vernal Point Advisors, LLC | 1.04% | No change | 3,035 | $1.5M |
| Manchester Capital Management LLC | 0.18% | Add +8.1% | 3,039 | $1.5M |
| Nicolet Bankshares Inc. | 0.31% | Add +1.3% | 3,039 | $1.5M |
| Carmichael Hill & Associates, Inc. | 0.59% | Reduce -12.5% | 3,032 | $1.5M |
| Stiles Financial Services Inc | 0.56% | Reduce -1.2% | 3,024 | $1.4M |
| Financial Perspectives, Inc | 0.53% | Reduce -38.7% | 3,023 | $1.4M |
| Tranquility Partners, LLC | 0.56% | Reduce -16.6% | 3,019 | $1.4M |
| Veery Capital, LLC | 0.58% | Add +0.1% | 3,005 | $1.4M |
| Ipswich Investment Management Co., Inc. | 0.34% | Reduce -0.3% | 3,003 | $1.4M |
| CX Institutional | 0.07% | Add +8.7% | 3,003 | $1.4M |
| Curated Wealth Partners LLC | 0.20% | — | 3,002 | $1.4M |
| Black Swift Group, LLC | 0.33% | New | 3,000 | $1.4M |
| Balentine LLC | 0.07% | Add +4.3% | 2,994 | $1.4M |
| Wade Financial Advisory, Inc | 0.51% | No change | 2,984 | $1.4M |
| Shoker Investment Counsel, Inc. | 0.50% | Reduce -0.2% | 2,980 | $1.4M |
| Founders Financial Alliance, LLC | 0.42% | Add +3.1% | 2,980 | $1.4M |
| Fulton Bank, N.A. | 0.06% | Add +50.1% | 2,978 | $1.4M |
| NCM Capital Management, LLC | 0.75% | No change | 2,977 | $1.4M |
| Sage Capital Advisors,llc | 0.41% | Reduce -0.3% | 2,973 | $1.4M |
| Blue Fin Capital, Inc. | 0.28% | Reduce -0.6% | 2,970 | $1.4M |
| Stewardship Advisors, LLC | 0.47% | Reduce -36.9% | 2,949 | $1.4M |
| Ingalls & Snyder LLC | 0.06% | Add +10.5% | 2,942 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.21% | Add +27.6% | 2,943 | $1.4M |
| Wealthspan Partners, LLC | 0.78% | Add +1.7% | 2,941 | $1.4M |
| Fifth Third Wealth Advisors LLC | 0.11% | Add +10.9% | 2,933 | $1.4M |
| Chemistry Wealth Management LLC | 0.36% | Add +5.7% | 2,932 | $1.4M |
| Members Wealth LLC | 0.94% | — | 2,539 | $1.4M |
| Meeder Advisory Services, Inc. | 0.10% | New | 2,912 | $1.4M |
| Greystone Financial Group, LLC | 0.27% | Add +26.4% | 2,897 | $1.4M |
| Tortoise Investment Management, LLC | 0.16% | Add +4.0% | 2,883 | $1.4M |
| Catalina Capital Group, LLC | 0.52% | Add +9.3% | 2,871 | $1.4M |
| Nicholas Wealth, LLC. | 0.98% | Add +45.3% | 2,868 | $1.4M |
| Austin Private Wealth, LLC | 0.15% | Reduce -8.1% | 2,854 | $1.4M |
| ETF Store, Inc. | 1.41% | Reduce -2.5% | 2,848 | $1.4M |
| Pictet North America Advisors SA | 0.15% | No change | 2,846 | $1.4M |
| Evernest Financial Advisors, LLC | 0.61% | No change | 2,840 | $1.4M |
| Wimmer Associates 1, LLC | 0.70% | No change | 2,835 | $1.4M |
| Private Capital Advisors, Inc. | 0.15% | Add +4.8% | 2,822 | $1.4M |
| Plante Moran Financial Advisors, LLC | 0.13% | Add +27.5% | 2,813 | $1.3M |
| Inscription Capital, LLC | 0.22% | Reduce -46.2% | 2,812 | $1.3M |
| Abound Wealth Management | 0.50% | Reduce -13.9% | 2,808 | $1.3M |
| Willner & Heller, LLC | 1.29% | Reduce -2.9% | 2,805 | $1.3M |
| Cannell & Spears LLC | 0.03% | No change | 2,803 | $1.3M |
| Breed's Hill Capital LLC | 1.18% | No change | 2,785 | $1.3M |
| Van Cleef Asset Management,Inc | 0.17% | Reduce -1.6% | 2,784 | $1.3M |
| Ironwood Investment Counsel, LLC | 0.24% | Add +4.6% | 2,783 | $1.3M |
| Long Run Wealth Advisors, LLC | 0.34% | No change | 2,781 | $1.3M |
| MinichMacGregor Wealth Management, LLC | 0.33% | Reduce -1.3% | 2,778 | $1.3M |
| FAS Wealth Partners, Inc. | 0.11% | Add +2.7% | 2,775 | $1.3M |
| Lewis Asset Management, LLC | 1.02% | Add +19.0% | 2,773 | $1.3M |
| Affiance Financial, LLC | 0.35% | Add +1.8% | 2,772 | $1.3M |
| ArchPoint Investors | 0.49% | Add +27.8% | 2,739 | $1.3M |
| Whitaker-Myers Wealth Managers, LTD. | 0.48% | Reduce -16.2% | 2,738 | $1.3M |
| 180 Wealth Advisors, LLC | 0.21% | Add +14.8% | 2,660 | $1.3M |
| Taylor Financial Group, Inc. | 1.01% | No change | 2,730 | $1.3M |
| Baron Wealth Management LLC | 0.68% | Add +0.1% | 2,723 | $1.3M |
| Walkner Condon Financial Advisors LLC | 0.28% | Add +11.5% | 2,723 | $1.3M |
| Regent Peak Wealth Advisors LLC | 0.30% | Reduce -3.7% | 2,721 | $1.3M |
| Wooster Corthell Wealth Management, Inc. | 0.29% | No change | 2,720 | $1.3M |
| First Citizens Financial Corp | 0.77% | No change | 2,713 | $1.3M |
| Klingman & Associates, LLC | 0.09% | Add +0.7% | 2,711 | $1.3M |
| Chicago Capital, LLC | 0.04% | Reduce -10.6% | 2,695 | $1.3M |
| Consolidated Capital Management, LLC | 0.61% | Reduce -1.8% | 2,683 | $1.3M |
| Castleview Partners, LLC | 0.73% | Add +12.3% | 2,681 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.27% | New | 2,678 | $1.3M |
| Presidio Capital Management, LLC | 0.90% | Reduce -2.1% | 2,674 | $1.3M |
| First PREMIER Bank | 0.34% | Reduce -6.4% | 2,674 | $1.3M |
| Armbruster Capital Management, Inc. | 0.27% | Add +2.5% | 2,666 | $1.3M |
| Liberty One Investment Management, LLC | 0.14% | Add +73.7% | 2,657 | $1.3M |
| Silvia McColl Wealth Management, LLC | 1.05% | No change | 2,656 | $1.3M |
| Redwood Investment Management, LLC | 0.11% | Add +364.6% | 2,639 | $1.3M |
| First Financial Corp. | 0.64% | Reduce -0.2% | 2,639 | $1.3M |
| MPS Loria Financial Planners, LLC | 0.41% | Reduce -0.1% | 2,634 | $1.3M |
| Osborne Partners Capital Management, LLC | 0.08% | Reduce -2.5% | 2,630 | $1.3M |
| Savior LLC | 6.55% | Reduce -44.9% | 2,627 | $1.3M |
| Solstein Capital, LLC | 0.82% | Reduce -0.2% | 2,621 | $1.3M |
| AA Financial Advisors, LLC | 0.44% | Add +13.0% | 2,615 | $1.3M |
| Disciplined Investments, LLC | 0.67% | Add +0.5% | 2,611 | $1.3M |
| Liberty Wealth Management LLC | 0.23% | Add +12684.3% | 324,978 | $1.2M |
| Appleton Partners Inc. | 0.10% | Reduce -1.6% | 2,594 | $1.2M |
| Safeguard Financial, LLC | 0.35% | Reduce -1.8% | 2,593 | $1.2M |
| Cambridge Advisors Inc. | 0.29% | Reduce -3.7% | 2,590 | $1.2M |
| Passive Capital Management, LLC. | 0.46% | Reduce -3.0% | 2,588 | $1.2M |
| Seeds Investor LLC | 0.64% | New | 2,587 | $1.2M |
| North Point Portfolio Managers Corp. | 0.22% | No change | 2,586 | $1.2M |
| Nilsine Partners, LLC | 0.17% | Add +0.0% | 2,580 | $1.2M |
| WESPAC Advisors, LLC | 0.97% | Reduce -33.6% | 2,579 | $1.2M |
| Fairman Group, LLC | 1.25% | No change | 2,572 | $1.2M |
| Sheridan Capital Management, LLC | 0.92% | Reduce -1.5% | 2,556 | $1.2M |
| Quantum Portfolio Management LLC | 0.71% | Reduce -3.7% | 2,569 | $1.2M |
| Well Done, LLC | 0.26% | Reduce -0.9% | 2,562 | $1.2M |
| Wealth Architects, LLC | 0.15% | Reduce -7.5% | 2,560 | $1.2M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -6.1% | 2,554 | $1.2M |
| Intrepid Capital Management Inc. | 0.78% | Add +13.0% | 2,554 | $1.2M |
| Leading Edge Financial Planning LLC | 0.49% | Add +1.6% | 2,542 | $1.2M |
| Curi Capital, LLC | 0.03% | Add +0.0% | 2,541 | $1.2M |
| Bradley & Co. Private Wealth Management, LLC | 0.90% | No change | 2,532 | $1.2M |
| O'Dell Group, LLC | 0.30% | No change | 2,728 | $1.2M |
| Community Bank, N.A. | 0.16% | No change | 2,526 | $1.2M |
| Wealth Effects LLC | 0.44% | Reduce -31.8% | 2,510 | $1.2M |
| Salomon & Ludwin, LLC | 0.13% | Reduce -20.6% | 2,509 | $1.2M |
| Formidable Asset Management, LLC | 0.19% | Add +7.3% | 2,505 | $1.2M |
| Consolidated Portfolio Review Corp | 0.28% | Add +106.2% | 2,505 | $1.2M |
| Element Wealth, LLC | 0.67% | Reduce -0.2% | 2,500 | $1.2M |
| Point72 Asset Management | 0.00% | Add +150.0% | 2,500 | $1.2M |
| Bienville Capital Management, LLC | 0.29% | Reduce -21.8% | 2,493 | $1.2M |
| Gradient Investments LLC | 0.03% | Reduce -22.7% | 2,492 | $1.2M |
| Ullmann Wealth Partners Group, LLC | 0.17% | Reduce -0.0% | 2,488 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -94.6% | 2,487 | $1.2M |
| Beacon Bank & Trust | 0.30% | No change | 2,483 | $1.2M |
| Scarborough Advisors, LLC | 0.49% | Add +14.0% | 2,483 | $1.2M |
| Global Strategic Investment Solutions, LLC | 0.14% | Add +0.1% | 2,482 | $1.2M |
| Integrity Wealth Solutions LLC | 0.77% | Add +1.9% | 2,468 | $1.2M |
| Kades & Cheifetz LLC | 0.74% | Reduce -0.0% | 2,470 | $1.2M |
| Madden Advisory Services, Inc. | 0.60% | Reduce -4.8% | 2,466 | $1.2M |
| Financial Partners Group, LLC | 0.46% | No change | 2,465 | $1.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +29.3% | 2,452 | $1.2M |
| HRC Wealth Management, LLC | 0.81% | Add +11.1% | 2,464 | $1.2M |
| Patron Partners, LLC | 0.69% | Add +18.4% | 2,460 | $1.2M |
| Sagace Wealth Management LLC | 1.16% | — | 2,443 | $1.2M |
| 1832 Asset Management L.P. | 0.00% | Add +1.0% | 2,448 | $1.2M |
| Independent Family Office, LLC | 0.67% | Reduce -5.9% | 2,435 | $1.2M |
| Powers Advisory Group, LLC | 0.64% | No change | 2,444 | $1.2M |
| JDM Financial Group LLC | 0.79% | Add +11.3% | 2,438 | $1.2M |
| James Investment Research, Inc. | 0.14% | Reduce -6.8% | 2,436 | $1.2M |
| Romano Brothers and Company | 0.16% | No change | 2,436 | $1.2M |
| Wealthquest Corp | 0.12% | Reduce -14.2% | 2,432 | $1.2M |
| Coastwise Capital Group, LLC | 1.13% | Reduce -2.7% | 2,431 | $1.2M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -4.4% | 2,427 | $1.2M |
| Peoples Bank | 0.60% | Add +3.6% | 2,426 | $1.2M |
| Means Investment Co., Inc. | 0.14% | Add +12.2% | 2,422 | $1.2M |
| Seelaus Asset Management LLC | 1.20% | Add +1.5% | 2,407 | $1.2M |
| Total Investment Management Inc. | 0.15% | Add +30.0% | 2,403 | $1.2M |
| Permanent Capital Management, LP | 0.24% | — | 2,083 | $1.2M |
| Yarger Wealth Strategies, LLC | 0.69% | Add +104.9% | 2,395 | $1.1M |
| True North Advisors, LLC | 0.31% | Reduce -1.3% | 2,390 | $1.1M |
| Breakwater Capital Group | 0.26% | Add +0.1% | 2,390 | $1.1M |
| MADDEN SECURITIES Corp | 0.51% | Reduce -2.5% | 2,384 | $1.1M |
| Northwest Investment Counselors, LLC | 0.29% | Add +2.3% | 2,381 | $1.1M |
| Baxter Bros Inc. | 0.15% | Add +26.1% | 2,377 | $1.1M |
| Hurlow Wealth Management Group, Inc. | 0.39% | Reduce -4.3% | 2,372 | $1.1M |
| Concentric Wealth Management, LLC | 0.29% | Add +0.4% | 2,360 | $1.1M |
| Intrua Financial, LLC | 0.18% | Add +15.6% | 2,359 | $1.1M |
| Williams & Novak, LLC | 1.05% | Reduce -33.3% | 2,357 | $1.1M |
| JCIC Asset Management Inc. | 0.46% | No change | 2,355 | $1.1M |
| Arcadia Wealth Management, LLC | 0.64% | Add +3.6% | 2,354 | $1.1M |
| Park Edge Advisors, LLC | 0.34% | Add +210.3% | 2,352 | $1.1M |
| Aaron Wealth Advisors LLC | 0.16% | Add +0.7% | 2,351 | $1.1M |
| Community Financial Services Group, LLC | 0.24% | Reduce -5.1% | 2,343 | $1.1M |
| One Wealth Management Investment & Advisory Services, LLC | 0.45% | Reduce -5.1% | 2,335 | $1.1M |
| Jeppson Wealth Management, LLC | 0.43% | Add +0.4% | 2,334 | $1.1M |
| EWG Elevate Inc. | 0.41% | Reduce -2.0% | 2,326 | $1.1M |
| Core Wealth Partners LLC | 0.75% | Add +12.0% | 2,299 | $1.1M |
| Checchi Capital Advisers, LLC | 0.09% | Add +2.5% | 2,286 | $1.1M |
| Capstone Financial Advisors, Inc. | 0.07% | No change | 2,283 | $1.1M |
| Walden Wealth Partners LLC | 0.61% | Add +0.4% | 2,270 | $1.1M |
| Scientech Research LLC | 0.22% | New | 2,266 | $1.1M |
| First International Bank & Trust | 0.37% | Reduce -1.4% | 2,263 | $1.1M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.28% | Add +34.1% | 2,259 | $1.1M |
| Heritage Wealth Management, Inc. | 1.04% | Reduce -13.6% | 2,255 | $1.1M |
| Trust Point Inc. | 0.09% | No change | 2,244 | $1.1M |
| Fiduciary Group, LLC | 0.12% | No change | 2,230 | $1.1M |
| TCTC Holdings, LLC | 0.04% | Reduce -11.5% | 2,229 | $1.1M |
| Delta Accumulation, LLC | 5.94% | Add +0.1% | 2,218 | $1.1M |
| Smith Salley Wealth Management | 0.08% | Add +24.2% | 2,206 | $1.1M |
| DGS Capital Management, LLC | 0.30% | Add +3.7% | 2,206 | $1.1M |
| Vise Technologies, Inc. | 0.19% | Add +79.9% | 2,204 | $1.1M |
| Scott & Selber, Inc. | 0.34% | No change | 2,201 | $1.1M |
| Inspirion Wealth Advisors, LLC | 0.16% | Reduce -0.1% | 2,192 | $1.1M |
| Envoi LLC | 3.31% | No change | 2,180 | $1.0M |
| Delta Financial Group, Inc. | 0.44% | Reduce -0.7% | 2,178 | $1.0M |
| Kapitalo Investimentos Ltda | 0.31% | New | 2,160 | $1.0M |
| Roble, Belko & Company, Inc | 0.17% | Reduce -22.0% | 2,155 | $1.0M |
| Richardson Capital Management LLC | 0.79% | Add +4.5% | 2,156 | $1.0M |
| L & S Advisors Inc | 0.13% | Reduce -5.0% | 2,153 | $1.0M |
| Maripau Wealth Management LLC | 0.70% | Reduce -8.8% | 2,147 | $1.0M |
| Cassady Schiller Wealth Management, LLC | 0.42% | Add +1352.7% | 2,150 | $1.0M |
| Redmont Wealth Advisors LLC | 1.63% | Reduce -26.7% | 2,149 | $1.0M |
| Philip James Wealth Mangement, LLC | 0.69% | Add +1.8% | 2,149 | $1.0M |
| Ruggaard & Associates LLC | 0.48% | Reduce -22.3% | 2,145 | $1.0M |
| Oak Harvest Investment Services | 0.16% | Add +15.7% | 2,141 | $1.0M |
| Arlington Capital Management, Inc. | 0.89% | Add +34.5% | 2,141 | $1.0M |
| Landmark Wealth Management, LLC | 0.80% | Reduce -76.1% | 2,140 | $1.0M |
| Transform Wealth, LLC | 0.08% | Add +108.1% | 2,133 | $1.0M |
| Ehrlich Financial Group | 0.80% | Add +60.0% | 2,128 | $1.0M |
| Trajan Wealth LLC | 0.07% | Reduce -3.4% | 2,126 | $1.0M |
| Estate Counselors, LLC | 0.11% | Reduce -61.9% | 2,125 | $1.0M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.59% | Reduce -2.2% | 2,125 | $1.0M |
| Rise Advisors, LLC | 0.54% | Add +0.8% | 2,122 | $1.0M |
| New Century Financial Group, LLC | 0.43% | New | 2,119 | $1.0M |
| Howard Wealth Management, LLC | 0.80% | Add +0.4% | 2,116 | $1.0M |
| Lumbard & Kellner, LLC | 0.48% | No change | 2,115 | $1.0M |
| Wick Capital Partners, LLC | 0.35% | Add +300.8% | 2,112 | $1.0M |
| Sittner & Nelson, LLC | 0.50% | Add +10.5% | 2,110 | $1.0M |
| Darden Wealth Group Inc | 0.61% | Reduce -41.0% | 2,098 | $1.0M |
| Northstar Group, Inc. | 0.20% | Reduce -0.9% | 2,085 | $999K |
| Miller Investment Management, LP | 0.12% | No change | 2,084 | $998K |
| Harbor Group, Inc. | 0.26% | Reduce -0.7% | 2,083 | $998K |
| Condor Capital Management | 0.10% | Add +10.8% | 2,082 | $998K |
| Maple Capital Management, Inc. | 0.08% | Reduce -0.1% | 2,082 | $998K |
| Deltec Asset Management LLC | 0.19% | No change | 2,081 | $997K |
| Elevatus Welath Management | 0.37% | Add +11.0% | 2,080 | $997K |
| Sterling Financial Group, Inc. | 0.45% | No change | 2,079 | $996K |
| Viewpoint Capital Management LLC | 0.61% | No change | 2,075 | $994K |
| Beacon Investment Advisory Services, Inc. | 0.04% | New | 2,073 | $993K |
| Beacon Financial Advisory LLC | 0.37% | Reduce -2.0% | 2,072 | $993K |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -1.7% | 2,066 | $990K |
| Geometric Wealth Advisors | 0.20% | Add +6.2% | 2,066 | $990K |
| Clark Capital Management Group, Inc. | 0.01% | Add +66.7% | 2,060 | $987K |
| Financial Advisors, LLC | 0.20% | No change | 2,057 | $986K |
| Grey Fox Wealth Advisors, LLC | 0.35% | Add +0.1% | 2,054 | $986K |
| CPR Investments Inc. | 0.81% | Add +43.2% | 2,055 | $985K |
| Independence Bank of Kentucky | 0.26% | Add +1.2% | 2,055 | $985K |
| Obsidian Cio, LLC | 0.23% | Reduce -3.5% | 2,053 | $983K |
| Mogy Joel R Investment Counsel Inc. | 0.06% | Reduce -14.6% | 2,052 | $983K |
| FreeGulliver LLC | 0.67% | Add +32.9% | 2,051 | $983K |
| Tanager Wealth Management LLP | 0.15% | Add +3.2% | 2,048 | $983K |
| Diversified Investment Strategies, LLC | 0.69% | Add +8.8% | 2,047 | $981K |
| Trivant Custom Portfolio Group, LLC | 0.60% | Add +2.0% | 2,046 | $980K |
| Iron Gate Global Advisors LLC | 0.17% | Reduce -11.8% | 2,043 | $979K |
| Wetzel Investment Advisors, Inc. | 0.56% | Add +4.8% | 2,194 | $974K |
| Trexquant Investment LP | 0.01% | New | 2,030 | $973K |
| Sonata Capital Group Inc. | 0.50% | Reduce -4.7% | 2,027 | $971K |
| 17 Capital Partners, LLC | 0.69% | No change | 2,026 | $971K |
| Hengehold Capital Management LLC | 0.10% | Reduce -1.3% | 2,004 | $960K |
| IRON Financial LLC | 0.53% | Add +0.1% | 1,991 | $954K |
| Intelligence Driven Advisers, LLC | 0.14% | Reduce -7.1% | 1,988 | $953K |
| Jackson Square Capital, LLC | 0.23% | Add +12.9% | 1,986 | $951K |
| Welch Group, LLC | 0.05% | Add +20.7% | 1,985 | $951K |
| Archford Capital Strategies, LLC | 0.15% | Add +277.1% | 1,980 | $949K |
| Earned Wealth Advisors, LLC | 0.36% | Add +19.5% | 1,976 | $947K |
| IMA Advisory Services, Inc. | 0.42% | Reduce -2.4% | 1,975 | $946K |
| Private Capital Management, LLC | 0.11% | Add +0.7% | 1,975 | $946K |
| Lane & Associates LLC | 0.56% | Reduce -15.7% | 1,972 | $945K |
| Benchmark Financial Wealth Advisors, LLC | 0.35% | Add +40.8% | 1,967 | $943K |
| Chesapeake Asset Management LLC | 0.90% | Reduce -5.5% | 1,964 | $942K |
| Alliance Wealth Management Group | 0.27% | Add +0.1% | 1,967 | $942K |
| Towercrest Capital Management | 0.16% | Add +0.1% | 1,967 | $942K |
| Teamwork Financial Advisors, LLC | 0.14% | Reduce -18.6% | 1,960 | $939K |
| LCNB Corp. | 0.35% | No change | 1,960 | $939K |
| Forte Capital LLC | 0.11% | Reduce -1.3% | 1,955 | $937K |
| Monetary Management Group Inc. | 0.25% | No change | 1,950 | $934K |
| PAX Financial Group, LLC | 0.18% | New | 1,946 | $932K |
| Cahaba Wealth Management, Inc. | 0.08% | Reduce -4.9% | 1,944 | $931K |
| Cape Cod Five Cents Savings Bank | 0.09% | New | 1,937 | $928K |
| Piedmont Capital Management, LLC | 0.63% | No change | 2,093 | $926K |
| Shufro Rose & Co. LLC | 0.08% | No change | 1,929 | $924K |
| GM Advisory Group, LLC | 0.06% | Add +5.7% | 1,928 | $924K |
| Weatherly Asset Management L. P. | 0.08% | No change | 1,923 | $923K |
| Regatta Capital Group, LLC | 0.20% | Add +5.4% | 1,926 | $923K |
| Manchester Financial Inc. | 0.23% | Reduce -6.5% | 1,924 | $922K |
| Westhampton Capital, LLC | 0.50% | No change | 1,923 | $921K |
| Truepoint, Inc. | 0.03% | Add +4.2% | 1,923 | $921K |
| PYA Waltman Capital, LLC | 0.34% | No change | 1,921 | $921K |
| Mairs & Power Inc. | 0.01% | Reduce -47.1% | 1,919 | $919K |
| Ranch Capital Advisors Inc. | 0.48% | Reduce -4.3% | 1,914 | $918K |
| Atlantic Union Bankshares Corp | 0.06% | Add +4.9% | 1,913 | $917K |
| FMB Wealth Management | 0.70% | No change | 1,910 | $915K |
| Meritage Portfolio Management | 0.06% | Add +14.7% | 1,908 | $914K |
| Saiph Capital, LLC | 0.41% | Add +8.0% | 1,907 | $914K |
| Blue Investment Partners LLC | 0.41% | No change | 1,906 | $913K |
| Ami Investment Management Inc. | 0.32% | No change | 1,902 | $911K |
| Bluesphere Advisors LLC | 0.46% | Reduce -2.5% | 1,899 | $910K |
| Halbert Hargrove Global Advisors, LLC | 0.05% | No change | 1,899 | $910K |
| BIP Wealth, LLC | 0.07% | Add +1.3% | 1,898 | $909K |
| RB Capital Management, LLC | 0.24% | Reduce -8.9% | 1,897 | $909K |
| Second Line Capital, LLC | 0.28% | Add +99.2% | 1,894 | $908K |
| Great Diamond Partners, LLC | 0.21% | Add +0.4% | 1,888 | $905K |
| Wolff Wiese Magana LLC | 0.71% | Add +1.4% | 1,876 | $899K |
| S.A. Mason LLC | 0.51% | Add +3.3% | 1,864 | $893K |
| HFG Wealth Management, LLC | 0.57% | Add +0.1% | 1,861 | $892K |
| Cahill Financial Advisors Inc. | 0.12% | Add +1.4% | 1,859 | $891K |
| Parkside Financial Bank & Trust | 0.14% | Reduce -2.9% | 1,857 | $890K |
| Charles Schwab Trust Co | 0.08% | Add +4.7% | 1,855 | $889K |
| Connective Capital Management, LLC | 1.66% | New | 1,843 | $883K |
| Valley National Advisers Inc. | 0.13% | Reduce -1.2% | 1,843 | $883K |
| Girard Partners LTD. | 0.08% | Add +1.0% | 1,841 | $882K |
| ICW Investment Advisors LLC | 0.40% | Add +2.5% | 1,841 | $882K |
| Legacy Edge Advisors, LLC | 0.16% | Add +0.8% | 1,836 | $880K |
| Avalon Capital Management | 0.28% | Reduce -24.3% | 1,834 | $879K |
| Meridian Wealth Advisors, LLC | 0.16% | Add +0.1% | 1,834 | $879K |
| Aft, Forsyth & Company, Inc. | 0.43% | Add +2.0% | 1,833 | $878K |
| Heritage Trust Co | 0.12% | No change | 1,833 | $878K |
| Capital Wealth Management, LLC | 0.40% | Add +48.3% | 1,823 | $874K |
| Emfo, LLC | 0.78% | No change | 1,821 | $872K |
| Wealth Quarterback LLC | 0.49% | Reduce -89.5% | 1,818 | $871K |
| Eastover Investment Advisors LLC | 0.41% | New | 1,778 | $866K |
| Marquette Asset Management, LLC | 0.15% | Reduce -2.2% | 1,807 | $866K |
| Laffer Tengler Investments, Inc. | 0.23% | No change | 1,804 | $864K |
| Bridgewealth Advisory Group, LLC | 0.38% | Reduce -1.3% | 1,792 | $859K |
| Duncker Streett & Co. Inc. | 0.17% | Reduce -2.3% | 1,792 | $859K |
| Aspect Partners, LLC | 0.51% | Add +143.3% | 1,791 | $858K |
| Merrion Investment Management Co, LLC | 0.59% | Reduce -1.1% | 1,786 | $856K |
| Mma Asset Management LLC | 0.40% | Reduce -0.1% | 1,786 | $855K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.10% | Reduce -1.4% | 1,783 | $854K |
| Marex Group Ltd | 0.02% | New | 1,770 | $848K |
| Paragon Private Wealth Management, LLC | 0.48% | Reduce -10.0% | 1,769 | $848K |
| Rockingstone Advisors LLC | 0.43% | Reduce -2.2% | 1,760 | $843K |
| New Millennium Group LLC | 0.55% | Reduce -1.9% | 1,754 | $840K |
| Financial Sense Advisors, Inc. | 0.27% | Reduce -4.2% | 1,754 | $840K |
| Ergawealth Advisors, Inc. | 0.46% | Add +11.7% | 1,748 | $837K |
| TFO Wealth Partners, LLC | 0.16% | Reduce -15.4% | 1,745 | $836K |
| Aureus Asset Management, LLC | 0.06% | Add +39.3% | 1,744 | $836K |
| Heritage Wealth Advisors | 0.04% | No change | 1,740 | $834K |
| Rockwood Wealth Management, LLC | 0.10% | Add +78.5% | 1,740 | $834K |
| ARS Wealth Advisors Group, LLC | 0.11% | Reduce -5.7% | 1,737 | $832K |
| Coastal Bridge Advisors, LLC | 0.21% | Add +25.0% | 1,736 | $832K |
| Godsey & Gibb, Inc. | 0.09% | Add +75.7% | 1,734 | $831K |
| McDonough Capital Management, Inc | 0.60% | Add +1.6% | 1,733 | $830K |
| Acorn Wealth Advisors, LLC | 0.41% | Reduce -0.2% | 1,724 | $826K |
| Confluence Wealth Services, Inc. | 0.07% | Add +2.3% | 1,711 | $820K |
| D.B. Root & Company, LLC | 0.28% | Reduce -0.8% | 1,707 | $818K |
| Hudson Value Partners, LLC | 0.35% | Add +5.4% | 1,706 | $817K |
| Gilliland Jeter Wealth Management LLC | 0.27% | Add +4.7% | 1,703 | $816K |
| Whalerock Point Partners, LLC | 0.22% | No change | 1,701 | $815K |
| Portside Wealth Group, LLC | 0.16% | Reduce -38.0% | 1,700 | $814K |
| Northside Capital Management, LLC | 0.14% | No change | 1,700 | $814K |
| Sharkey, Howes & Javer | 0.13% | No change | 1,696 | $813K |
| White Pine Capital LLC | 0.31% | Add +3.0% | 1,693 | $811K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -3.0% | 1,691 | $810K |
| Rockland Trust Co. | 0.04% | Reduce -5.6% | 1,690 | $810K |
| Wealth Dimensions Group, Ltd. | 0.23% | Add +1.8% | 1,689 | $809K |
| Allegheny Financial Group | 0.23% | Add +70.6% | 1,689 | $809K |
| PrairieView Partners, LLC | 0.09% | Reduce -0.1% | 1,690 | $809K |
| Bfsg, LLC | 0.10% | No change | 1,676 | $803K |
| Fortitude Family Office, LLC | 0.46% | No change | 1,676 | $803K |
| LS Investment Advisors, LLC | 0.13% | Reduce -3.1% | 1,676 | $803K |
| Prio Wealth Limited Partnership | 0.02% | Add +0.7% | 1,673 | $802K |
| Gilbert & Cook, Inc. | 0.12% | Reduce -6.5% | 1,671 | $801K |
| Facet Wealth, Inc. | 0.02% | Reduce -1.9% | 1,749 | $800K |
| Total Wealth Planning, LLC | 0.13% | No change | 1,610 | $799K |
| Country Trust Bank | 0.02% | Reduce -1.4% | 1,668 | $799K |
| Vista Capital Partners, Inc. | 0.10% | Add +3.0% | 1,668 | $799K |
| Durante & Waters, LLC | 0.71% | Add +3.8% | 1,660 | $795K |
| TFG Advisers LLC | 0.31% | Add +14.2% | 1,657 | $794K |
| Brendel Financial Advisors LLC | 0.50% | Reduce -4.7% | 1,656 | $793K |
| Moseley Investment Management Inc. | 0.37% | Reduce -4.5% | 1,655 | $793K |
| Correct Capital Wealth Management | 0.18% | Add +0.1% | 1,652 | $791K |
| Catalyst Private Wealth, LLC | 0.42% | No change | 1,648 | $790K |
| Graypoint LLC | 0.05% | Add +8.5% | 1,643 | $787K |
| Arlington Trust Co LLC | 0.18% | Add +3.4% | 1,636 | $784K |
| Athena Investment Management | 0.47% | No change | 1,634 | $783K |
| Key Financial Inc | 0.19% | Reduce -4.6% | 1,634 | $783K |
| Waddell & Associates, LLC | 0.10% | No change | 1,633 | $782K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -31.5% | 1,632 | $782K |
| Charter Oak Capital Management, LLC | 0.08% | Reduce -4.0% | 1,631 | $782K |
| Maia Wealth LLC | 0.23% | — | 1,571 | $780K |
| Oakworth Capital, Inc. | 0.06% | Reduce -7.7% | 1,625 | $779K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.32% | Add +1.8% | 1,620 | $776K |
| Ledyard National Bank | 0.08% | Add +31.9% | 1,620 | $776K |
| Wilson & Boucher Capital Management, LLC | 0.59% | Reduce -0.3% | 1,616 | $774K |
| Clifford Swan Investment Counsel LLC | 0.03% | Reduce -0.3% | 1,616 | $774K |
| Stordahl Capital Management, Inc. | 0.19% | Reduce -4.0% | 1,614 | $773K |
| Johnson Financial Group, Inc. | 0.04% | Reduce -1.6% | 1,610 | $773K |
| Trinity Legacy Partners, LLC | 0.22% | Add +24.9% | 1,612 | $772K |
| Investment Partners, LTD. | 0.35% | Reduce -4.3% | 1,612 | $772K |
| Arkos Global Advisors | 0.12% | Add +8.1% | 1,609 | $771K |
| Thompson Davis & Co., Inc. | 0.67% | Add +0.1% | 1,609 | $771K |
| Basso Capital Management, L.P. | 0.69% | Add +0.3% | 1,607 | $770K |
| Cutler Investment Counsel LLC | 0.10% | Reduce -0.3% | 1,599 | $767K |
| ORG Partners LLC | 0.10% | New | 1,591 | $767K |
| Compass Advisory Group LLC | 0.34% | Reduce -26.8% | 1,597 | $766K |
| Angeles Wealth Management, LLC | 0.07% | Add +3.6% | 1,597 | $765K |
| Zevin Asset Management LLC | 0.12% | Add +3.8% | 1,596 | $765K |
| PDS Planning, Inc | 0.08% | Add +12.7% | 1,594 | $764K |
| Miramar Capital, LLC | 0.19% | No change | 1,592 | $763K |
| Archvest Wealth Advisors, Inc. | 0.51% | Add +9.3% | 1,582 | $762K |
| FSB Premier Wealth Management, Inc. | 0.34% | Add +1.1% | 1,584 | $759K |
| Carlson Capital Management | 0.04% | Add +2.9% | 1,569 | $752K |
| Trustco Bank Corp. N Y | 0.80% | Add +25.2% | 1,568 | $751K |
| Synergy Financial Group, LTD | 0.79% | Reduce -0.3% | 1,567 | $751K |
| Park Place Capital Corp | 0.24% | Add +5.1% | 1,567 | $751K |
| Strategic Financial Partners, Ltd. | 0.41% | No change | 1,561 | $748K |
| Compass Ion Advisors, LLC | 0.11% | No change | 1,683 | $747K |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +52.1% | 1,559 | $747K |
| Wealthgarden F.S. LLC | 0.79% | — | 1,557 | $746K |
| William Howard & Co Financial Advisors Inc | 0.69% | Add +28.7% | 1,553 | $744K |
| Jackson, Grant Investment Advisers, Inc. | 0.30% | Add +0.1% | 1,553 | $744K |
| Polymer Capital Management (HK) LTD | 0.15% | New | 1,550 | $743K |
| Colonial Trust Co / SC | 0.13% | Add +0.1% | 1,549 | $742K |
| Future Financial Wealth Managment LLC | 0.65% | Reduce -27.9% | 1,547 | $741K |
| Concord Wealth Partners | 0.13% | Reduce -14.1% | 1,546 | $741K |
| Peak Financial Management, Inc. | 0.23% | Reduce -4.3% | 1,545 | $741K |
| Aspire Capital Advisors LLC | 0.24% | Add +55.1% | 1,545 | $740K |
| Intellectus Partners, LLC | 0.20% | Add +0.8% | 1,543 | $740K |
| Cedrus LLC | 0.37% | Add +6.3% | 1,541 | $738K |
| BigSur Wealth Management LLC | 0.23% | Add +15.0% | 1,535 | $737K |
| Stephen J. Garry & Associates, LLC | 0.75% | No change | 1,537 | $736K |
| SilverOak Wealth Management LLC | 0.18% | Reduce -18.7% | 1,536 | $736K |
| Ascent Group, LLC | 0.06% | Reduce -3.1% | 1,535 | $736K |
| Ewa, LLC | 0.30% | Add +5.1% | 1,531 | $736K |
| Palo Alto Wealth Advisors, LLC | 0.51% | Add +45.8% | 1,531 | $734K |
| Kowal Investment Group, LLC | 0.14% | Add +0.3% | 1,515 | $726K |
| PFS Partners, LLC | 0.46% | Reduce -12.7% | 1,511 | $724K |
| RPg Family Wealth Advisory, LLC | 0.24% | Reduce -2.4% | 1,508 | $724K |
| Drive Wealth Management, LLC | 0.19% | Add +3.9% | 1,504 | $722K |
| Stelac Advisory Services LLC | 0.30% | Reduce -10.5% | 1,500 | $719K |
| Alpha Square Group S LLC | 1.33% | New | 1,500 | $719K |
| JGP Wealth Management, LLC | 0.10% | No change | 1,500 | $719K |
| Equita Financial Network, Inc. | 0.30% | Reduce -8.4% | 1,496 | $717K |
| Penbrook Management LLC | 0.44% | Add +1.7% | 1,495 | $716K |
| Marble Harbor Investment Counsel, LLC | 0.08% | No change | 1,495 | $716K |
| SFG Wealth Management, LLC. | 0.41% | Reduce -0.4% | 1,493 | $715K |
| Liberty Capital Management, Inc. | 0.17% | Add +88.4% | 1,492 | $715K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +9.2% | 1,491 | $714K |
| Patten Group, Inc. | 0.17% | Add +11.4% | 1,490 | $714K |
| Oldfather Financial Services, LLC | 0.29% | No change | 1,487 | $713K |
| IAG Wealth Partners, LLC | 0.14% | Add +46.4% | 1,487 | $712K |
| Carret Asset Management, LLC | 0.08% | No change | 1,487 | $712K |
| Custom Portfolio Group LLC | 0.56% | Reduce -7.8% | 1,482 | $711K |
| Verum Partners LLC | 0.23% | Reduce -3.5% | 1,483 | $711K |
| Encompass Wealth Advisors, LLC | 0.19% | Reduce -6.3% | 1,482 | $710K |
| Valley Wealth Managers, Inc. | 0.06% | Reduce -3.0% | 1,481 | $710K |
| ZynergyRetirementPlanningLLC | 0.54% | — | 1,480 | $709K |
| FRG Family Wealth Advisors LLC | 0.14% | No change | 1,610 | $708K |
| Montis Financial, LLC | 0.32% | Reduce -4.0% | 1,473 | $706K |
| Wealth Group Ltd | 0.21% | Reduce -1.4% | 1,472 | $705K |
| Brown, Lisle/Cummings, Inc. | 0.23% | No change | 1,469 | $704K |
| Marks Group Wealth Management, Inc | 0.07% | Add +9.6% | 1,469 | $704K |
| WESPAC Advisors SoCal, LLC | 0.18% | No change | 1,468 | $703K |
| LRI Investments, LLC | 0.08% | Add +9.8% | 1,468 | $703K |
| Ceera Investments, LLC | 0.30% | Add +62.6% | 1,465 | $702K |
| Highview Capital Management LLC | 0.29% | Reduce -1.7% | 1,465 | $702K |
| Nottingham Advisors, Inc. | 0.08% | No change | 1,458 | $699K |
| Woodward Diversified Capital, LLC | 0.41% | New | 1,453 | $696K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +23.7% | 1,445 | $692K |
| Twelve Points Wealth Management LLC | 0.24% | Add +36.2% | 1,444 | $692K |
| Noesis Capital Mangement Corp. | 0.15% | No change | 1,442 | $691K |
| Allen Capital Group, LLC | 0.10% | Add +0.3% | 1,432 | $686K |
| Cobblestone Capital Advisors LLC | 0.04% | Reduce -0.7% | 1,432 | $686K |
| Crumly & Associates Inc. | 0.20% | Add +16.3% | 1,431 | $686K |
| Sprinkle Financial Consultants LLC | 0.54% | Add +15.4% | 1,430 | $685K |
| Horst & Graben Wealth Management LLC | 0.13% | Add +0.1% | 1,428 | $684K |
| Essex LLC | 0.15% | Add +0.3% | 1,426 | $683K |
| SimpliFi, Inc. | 0.31% | Add +9.9% | 1,417 | $679K |
| PVG Asset Management Corp. | 2.68% | — | 1,414 | $677K |
| KFA Private Wealth Group, LLC | 0.35% | Add +15.9% | 1,413 | $677K |
| RWQ Financial Management Services, Inc. | 0.24% | Reduce -12.4% | 1,410 | $676K |
| Bellecapital International Ltd. | 0.14% | Add +24.0% | 1,404 | $673K |
| United Bank | 0.34% | Add +0.2% | 1,403 | $672K |
| Carrera Capital Advisors | 0.22% | — | 1,394 | $669K |
| ZWJ Investment Counsel Inc. | 0.03% | Add +25.6% | 1,394 | $668K |
| Hamilton Point Investment Advisors, LLC | 0.13% | No change | 1,391 | $668K |
| Sage Financial Group Inc. | 0.06% | Reduce -4.7% | 1,390 | $666K |
| Emerald Advisors, LLC | 0.10% | Reduce -0.4% | 1,390 | $666K |
| Peninsula Asset Management Inc. | 0.37% | Add +5.3% | 1,386 | $664K |
| Mosaic Family Wealth Partners, LLC | 0.11% | Add +1.8% | 1,385 | $664K |
| Old North State Trust, LLC | 0.57% | No change | 1,383 | $663K |
| Optimum Investment Advisors | 0.30% | Add +1.5% | 1,384 | $663K |
| American Institute for Advanced Investment Management, LLP | 0.51% | Add +1.8% | 1,383 | $663K |
| Up Strategic Wealth Investment Advisors LLC | 1.00% | Reduce -3.2% | 1,378 | $660K |
| DMC Group, LLC | 0.57% | New | 1,377 | $660K |
| Werba Rubin Papier Wealth Management | 0.18% | Add +20.0% | 1,370 | $656K |
| Ted Buchan & Co | 0.35% | Reduce -3.7% | 1,363 | $653K |
| Bell Investment Advisors, Inc | 0.13% | No change | 1,359 | $651K |
| Ables, Iannone, Moore & Associates, Inc. | 0.43% | Add +14.6% | 1,356 | $650K |
| McCollum Christoferson Group LLC | 0.19% | Reduce -12.0% | 1,355 | $649K |
| West Michigan Advisors, LLC | 0.21% | Reduce -0.4% | 1,350 | $648K |
| Northwest Capital Management Inc | 0.24% | No change | 1,352 | $648K |
| First National Advisers, LLC | 0.12% | No change | 1,350 | $647K |
| Stone Summit Wealth LLC | 0.23% | Add +0.5% | 1,349 | $646K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.04% | Add +5.9% | 1,339 | $642K |
| Farmers & Merchants Investments Inc. | 0.02% | Add +111.2% | 1,339 | $642K |
| Alexander Randolph Advisory, Inc. | 0.60% | Reduce -0.6% | 1,338 | $641K |
| Dodds Wealth, LLC | 0.25% | Reduce -3.7% | 1,287 | $641K |
| Alaethes Wealth, LLC | 0.26% | Add +149.3% | 1,334 | $640K |
| Pin Oak Investment Advisors Inc. | 0.61% | Add +2.8% | 1,335 | $640K |
| CGN Advisors LLC | 0.07% | Add +10.1% | 1,335 | $640K |
| Burns Matteson Capital Management, LLC | 0.40% | Reduce -1.0% | 1,332 | $638K |
| Von Berge Wealth Management Group, LLC | 0.40% | Add +0.1% | 1,318 | $635K |
| Barr E S & Co. | 0.04% | New | 1,325 | $635K |
| Charter Research & Investment Group, Inc. | 0.50% | No change | 1,324 | $634K |
| Wealth Alliance, LLC | 0.08% | Add +2.8% | 1,324 | $634K |
| Venturi Wealth Management, LLC | 0.04% | Add +3.4% | 1,322 | $633K |
| Sunesis Advisors, LLC | 0.38% | No change | 1,322 | $633K |
| TLWM | 0.14% | Reduce -0.4% | 1,314 | $630K |
| Hoffman, Alan N Investment Management | 0.31% | Reduce -2.3% | 1,312 | $629K |
| McLean Asset Management Corp | 0.20% | Add +2.6% | 1,250 | $629K |
| Clarity Capital Advisors, LLC | 0.48% | No change | 1,308 | $627K |
| C2C Wealth Management, LLC | 0.61% | No change | 1,307 | $626K |
| Cambridge Capital Management, LLC | 0.46% | Add +0.1% | 1,306 | $626K |
| Quotient Wealth Partners, LLC | 0.02% | Add +89.9% | 1,299 | $622K |
| Veracity Capital LLC | 0.26% | No change | 1,297 | $621K |
| Pennsylvania Capital Management Inc. | 0.24% | No change | 1,295 | $620K |
| SC&H Financial Advisors, Inc. | 0.15% | Reduce -1.8% | 1,292 | $619K |
| Union Investments & Development Ltd. | 3.88% | No change | 10,000 | $617K |
| RiverTree Advisors, LLC | 0.42% | Add +0.8% | 1,284 | $615K |
| 3EDGE Asset Management, LP | 0.05% | Reduce -58.4% | 1,282 | $614K |
| St Germain D J Co. Inc. | 0.03% | Reduce -4.4% | 1,278 | $612K |
| Keystone Financial Services | 0.25% | Add +10.9% | 1,276 | $611K |
| Cooper/Haims Advisors, LLC | 0.34% | Add +5.7% | 1,272 | $609K |
| M. Kulyk & Associates, LLC | 0.14% | No change | 1,266 | $607K |
| Grandfield & Dodd, LLC | 0.04% | Add +63.2% | 1,265 | $606K |
| McAlister, Sweet & Associates, Inc. | 0.43% | Add +1.3% | 1,258 | $603K |
| Naviter Wealth, LLC | 0.09% | Add +41.1% | 1,256 | $602K |
| WestHill Financial Advisors, Inc. | 0.15% | Reduce -0.4% | 1,256 | $602K |
| Goepper Burkhardt LLC | 0.27% | No change | 1,254 | $601K |
| Tandem Capital Management Corp. | 0.33% | Add +16.4% | 1,207 | $599K |
| Farmers National Bank | 0.18% | Reduce -1.2% | 1,246 | $597K |
| Resolute Wealth Strategies, LLC | 0.34% | Add +0.2% | 1,246 | $597K |
| Constant Guidance Financial LLC | 0.62% | Reduce -10.6% | 1,245 | $596K |
| Navellier & Associates Inc. | 0.07% | New | 1,244 | $596K |
| Vestor Capital, LLC | 0.05% | Reduce -1.9% | 1,242 | $595K |
| Strata Wealth Advisors, LLC | 0.20% | No change | 1,240 | $594K |
| Index Fund Advisors, Inc. | 0.03% | Add +19.3% | 1,238 | $593K |
| Dunhill Financial, LLC | 0.37% | Reduce -53.1% | 1,236 | $592K |
| Cornerstone Capital, Inc. | 0.06% | New | 1,235 | $592K |
| RE Dickinson Investment Advisors, LLC | 0.36% | Add +16.9% | 1,233 | $592K |
| Lodestone Wealth Management LLC | 0.31% | Add +3.0% | 1,234 | $591K |
| Alpine Global Management, LLC | 0.11% | New | 1,233 | $591K |
| Excalibur Management Corp. | 0.24% | Add +0.1% | 1,231 | $590K |
| Zullo Investment Group, Inc. | 0.26% | No change | 1,229 | $589K |
| Thrive Wealth Management, LLC | 0.12% | Add +2.5% | 1,226 | $587K |
| Bill Few Associates, Inc. | 0.23% | Add +3.1% | 1,225 | $587K |
| Guidance Point Advisors, LLC | 0.19% | Add +0.3% | 1,224 | $587K |
| Signature Wealth Management Partners, LLC | 0.44% | Add +9.3% | 1,219 | $584K |
| InTrack Investment Management Inc | 0.41% | No change | 1,215 | $582K |
| IMS Capital Management | 0.27% | Add +0.9% | 1,211 | $582K |
| ICONIQ Capital, LLC | 0.01% | Add +0.2% | 1,211 | $580K |
| Seven Mile Advisory | 0.43% | No change | 1,210 | $580K |
| Addison Capital Co | 0.25% | Add +74.5% | 1,204 | $577K |
| Wealthstream Advisors, Inc. | 0.21% | Reduce -0.3% | 1,204 | $577K |
| Concord Asset Management, LLC | 0.14% | Add +8.0% | 1,203 | $576K |
| BlackRock Inc. | 0.00% | Add +8.6% | 1,202 | $576K |
| Buffington Mohr McNeal | 0.10% | Add +0.2% | 1,199 | $574K |
| Empirical Asset Management, LLC | 0.22% | Add +114.5% | 1,199 | $574K |
| Barnes Pettey Financial Advisors, LLC | 0.49% | Reduce -1.4% | 1,198 | $574K |
| Souders Financial Advisors | 0.09% | Reduce -5.5% | 1,195 | $573K |
| Consilium Wealth Advisory, LLC | 0.31% | Reduce -1.7% | 1,191 | $571K |
| Brasada Capital Management, LP | 0.10% | No change | 1,159 | $570K |
| WealthShield Partners, LLC | 0.09% | Reduce -4.0% | 1,187 | $570K |
| Pacific Sage Partners, LLC | 0.14% | No change | 1,184 | $567K |
| Brand Asset Management Group, Inc. | 0.24% | Add +26.8% | 1,183 | $567K |
| Diligent Investors, LLC | 0.14% | Add +13.4% | 1,182 | $566K |
| Investment Research & Advisory Group, Inc. | 0.25% | Add +0.1% | 1,179 | $565K |
| Butensky & Cohen Financial Security, Inc. | 0.18% | Reduce -2.2% | 1,169 | $560K |
| Greater Midwest Financial Group, LLC | 0.35% | Reduce -96.0% | 1,207 | $559K |
| DDFG, Inc | 0.17% | Add +0.6% | 1,165 | $558K |
| Donaldson Capital Management, LLC | 0.02% | Add +28.0% | 1,162 | $557K |
| Tamar Securities, LLC | 0.09% | Add +18.3% | 1,158 | $555K |
| Aries Wealth Management | 0.17% | No change | 1,157 | $554K |
| Security National Bank | 0.08% | No change | 1,157 | $554K |
| Precedent Wealth Partners, LLC | 0.22% | No change | 1,157 | $554K |
| Russell Investments Group, Ltd. | 0.00% | Add +375.3% | 1,155 | $554K |
| Abacus Planning Group, Inc. | 0.11% | Add +7.5% | 1,151 | $551K |
| Garrett Wealth Advisory Group, LLC | 0.20% | Add +0.9% | 1,151 | $551K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | No change | 1,150 | $551K |
| Auxano Advisors, LLC | 0.15% | Reduce -0.4% | 1,150 | $551K |
| Nicolet Advisory Services, LLC | 0.05% | Add +0.1% | 1,094 | $550K |
| Schrum Private Wealth Management LLC | 0.49% | Add +6.8% | 1,144 | $549K |
| LPWM LLC | 0.19% | No change | 1,102 | $548K |
| Curran Financial Partners, LLC | 0.18% | New | 1,143 | $548K |
| 1834 Investment Advisors Co. | 0.07% | Reduce -1.0% | 1,143 | $548K |
| Whelan Financial | 0.24% | Reduce -3.9% | 1,141 | $547K |
| WPWealth LLP | 0.13% | Reduce -2.0% | 1,131 | $542K |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | Add +2.6% | 1,128 | $540K |
| Custos Family Office, LLC | 0.22% | New | 1,127 | $540K |
| Creekside Partners | 0.30% | — | 1,127 | $540K |
| Lazard Freres Gestion S.A.S. | 0.01% | No change | 1,125 | $539K |
| Pitti Group Wealth Management, LLC | 0.58% | Add +3.8% | 1,311 | $537K |
| Highland Capital Management, LLC | 0.03% | Reduce -8.2% | 1,114 | $534K |
| Matrix Asset Advisors Inc. | 0.06% | Add +1.7% | 1,108 | $531K |
| Strategic Planning Group, LLC | 0.12% | Reduce -24.8% | 1,108 | $531K |
| Choice Wealth Advisors LLC | 0.28% | No change | 1,102 | $528K |
| Quest Investment Management LLC | 0.06% | Reduce -5.5% | 1,099 | $527K |
| Waller Financial Planning Group, Inc. | 0.14% | Reduce -6.8% | 1,096 | $525K |
| O'ROURKE & COMPANY, Inc | 0.30% | Reduce -1.5% | 1,096 | $525K |
| Summit Wealth & Retirement Planning, Inc. | 0.18% | No change | 1,094 | $524K |
| Johnson & White Wealth Management, LLC | 0.50% | Reduce -0.1% | 1,090 | $522K |
| Libra Wealth LLC | 0.23% | No change | 1,088 | $521K |
| RCS Financial Planning, LLC | 0.31% | New | 1,083 | $520K |
| Braun-Bostich & Associates Inc. | 0.39% | Reduce -73.3% | 1,084 | $519K |
| Mainstay Capital Management LLC | 0.09% | Reduce -27.4% | 1,083 | $519K |
| Motco | 0.03% | Add +88.5% | 1,082 | $518K |
| China Universal Asset Management Co., Ltd. | 0.07% | New | 1,080 | $518K |
| Hamilton Capital, LLC | 0.04% | Reduce -1.0% | 1,081 | $518K |
| Holland Advisory Services, Inc. | 0.64% | Add +10.9% | 1,081 | $518K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +3.9% | 1,081 | $518K |
| RAM Investment Partners, LLC | 0.15% | Add +73.2% | 1,081 | $518K |
| Fairhaven Wealth Management, LLC | 0.17% | Reduce -0.5% | 1,078 | $517K |
| One Charles Private Wealth Services, LLC | 0.21% | Reduce -26.4% | 1,078 | $516K |
| OLIO Financial Planning | 0.22% | Reduce -0.9% | 1,253 | $515K |
| MTM Investment Management, LLC | 0.21% | No change | 1,075 | $515K |
| Flynn Zito Capital Management, LLC | 0.26% | Reduce -6.5% | 1,074 | $515K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Add +9.3% | 1,073 | $514K |
| Raffa Wealth Management, LLC | 0.15% | Add +0.1% | 1,072 | $514K |
| Abbot Financial Management, Inc. | 0.27% | No change | 1,071 | $513K |
| Legacy Trust | 0.13% | No change | 1,069 | $512K |
| Gibson Capital, LLC | 0.11% | No change | 1,069 | $512K |
| RW Investment Management LLC | 0.07% | Add +0.4% | 1,069 | $512K |
| Brickley Wealth Management | 0.11% | No change | 1,065 | $510K |
| Bragg Financial Advisors, Inc | 0.02% | Add +15.8% | 1,064 | $510K |
| Dixon Mitchell Investment Counsel Inc. | 0.03% | No change | 1,061 | $509K |
| HTLF Bank | 0.06% | New | 1,061 | $508K |
| GAMMA Investing LLC | 0.07% | Add +165.0% | 1,060 | $508K |
| AlphaMark Advisors, LLC | 0.18% | Reduce -16.6% | 1,057 | $506K |
| Stonebridge Capital Advisors LLC | 0.04% | Reduce -32.8% | 1,055 | $505K |
| Divergent Planning, LLC | 0.20% | Add +25.9% | 1,026 | $504K |
| Syntax Research, Inc. | 0.40% | Reduce -78.6% | 1,049 | $503K |
| Xcel Wealth Management, LLC | 0.16% | Reduce -5.1% | 1,048 | $502K |
| Am Investment Strategies LLC | 0.12% | No change | 1,047 | $502K |
| Client 1ST Advisory Group, LLC | 0.22% | Add +0.1% | 1,047 | $502K |
| Horizons Wealth Management | 0.40% | Reduce -1.5% | 1,055 | $501K |
| Davis Capital Management | 0.43% | Add +44.0% | 1,035 | $499K |
| HTG Investment Advisors, Inc. | 0.27% | Add +40.5% | 1,040 | $498K |
| Biltmore Family Office, LLC | 0.09% | Reduce -20.5% | 1,036 | $497K |
| Arrien Investments, Inc. | 0.39% | Reduce -25.1% | 1,037 | $497K |
| Sageworth Trust Co | 0.03% | New | 1,034 | $495K |
| Baron Silver Stevens Financial Advisors, LLC | 0.09% | Add +11.4% | 1,028 | $493K |
| LTG Capital LLC | 0.45% | Reduce -2.1% | 1,026 | $492K |
| Collective Family Office LLC | 0.14% | Add +6.4% | 1,026 | $491K |
| BCU Wealth Advisors, LLC | 0.36% | Add +0.1% | 1,024 | $491K |
| Almanack Investment Partners, LLC. | 0.08% | Reduce -49.1% | 1,024 | $491K |
| JNBA Financial Advisors | 0.05% | Reduce -0.2% | 1,024 | $491K |
| Brogan Financial, Inc. | 0.31% | Add +0.1% | 1,024 | $491K |
| WASHINGTON TRUST Co | 0.02% | Add +6.4% | 1,019 | $488K |
| Wealth Alliance Advisory Group, LLC | 0.11% | Add +0.2% | 1,015 | $486K |
| Caitlin John, LLC | 0.35% | Reduce -10.1% | 1,015 | $486K |
| Bennett Selby Investments LP | 0.22% | Add +0.1% | 1,012 | $485K |
| Summit Financial Strategies, Inc. | 0.06% | Reduce -5.5% | 1,008 | $483K |
| Kickstand Ventures, Llc. | 0.13% | Reduce -0.3% | 1,008 | $483K |
| Union Savings Bank | 0.25% | No change | 1,008 | $483K |
| Koa Wealth Management, LLC | 0.41% | Add +1.6% | 1,008 | $483K |
| Gradient Capital Advisors, LLC | 0.17% | No change | 1,005 | $482K |
| Benson Investment Management Company, Inc. | 0.20% | Reduce -1.6% | 1,004 | $481K |
| Center for Financial Planning, Inc. | 0.07% | Reduce -3.4% | 1,002 | $480K |
| Abacus Wealth Partners, LLC | 0.08% | New | 1,000 | $479K |
| Campbell Capital Management Inc. | 0.21% | New | 1,000 | $479K |
| Clean Yield Group | 0.18% | Reduce -10.7% | 1,000 | $479K |
| HT Partners LLC | 0.17% | No change | 1,000 | $479K |
| Vaughan David Investments LLC | 0.01% | Reduce -20.0% | 999 | $479K |
| GG Group Ventures, LLC | 0.66% | — | 1,034 | $478K |
| Leisure Capital Management | 0.22% | No change | 993 | $476K |
| W1M Investment Management Ltd | 0.01% | No change | 990 | $474K |
| BOS Asset Management, LLC | 0.22% | No change | 989 | $474K |
| ABLE Financial Group, LLC | 0.17% | Add +17.5% | 989 | $474K |
| Baldwin Wealth Partners LLC | 0.04% | Reduce -21.6% | 989 | $474K |
| Oarsman Capital, Inc. | 0.10% | Reduce -17.5% | 987 | $473K |
| Tilia Fiduciary Partners, Inc. | 0.37% | Reduce -0.1% | 986 | $472K |
| Sunpointe, LLC | 0.31% | New | 984 | $472K |
| Westshore Wealth, LLC | 0.20% | Reduce -1.0% | 984 | $471K |
| Brio Consultants, LLC | 0.08% | Reduce -2.9% | 983 | $471K |
| Paradigm, Strategies in Wealth Management, LLC | 0.29% | Reduce -7.5% | 981 | $470K |
| Baskin Financial Services Inc. | 0.04% | Reduce -57.0% | 980 | $470K |
| TL Private Wealth | 0.21% | Add +0.1% | 946 | $470K |
| WealthPlan Investment Management, LLC | 0.07% | Add +21.6% | 978 | $469K |
| Beacon Financial Group | 0.05% | Reduce -3.4% | 977 | $468K |
| Whitener Capital Management, Inc. | 0.14% | Add +20.8% | 972 | $466K |
| Bremer Bank National Association | 0.09% | Reduce -7.5% | 971 | $465K |
| Fagan Associates, Inc. | 0.08% | Add +56.5% | 970 | $465K |
| Stockman Wealth Management, Inc. | 0.08% | Add +2.5% | 969 | $464K |
| Kennedy Investment Group, Inc. | 0.23% | Add +0.1% | 968 | $464K |
| Southeast Asset Advisors, LLC | 0.06% | No change | 967 | $463K |
| Brady Family Wealth, LLC | 0.15% | Add +4.9% | 967 | $463K |
| Sensible Money, LLC | 0.23% | No change | 967 | $463K |
| Kestra Investment Management, LLC | 0.03% | — | 965 | $462K |
| Hartford Financial Management Inc. | 0.10% | Reduce -0.1% | 964 | $462K |
| Wallace Advisory Group, LLC | 0.33% | Add +0.1% | 962 | $461K |
| Addison Advisors LLC | 0.15% | Add +5.7% | 960 | $460K |
| Single Point Partners, LLC | 0.79% | No change | 957 | $459K |
| Dixon Fnancial Services, Inc. | 0.26% | Add +1.7% | 958 | $459K |
| Kavar Capital Partners Group, LLC | 0.08% | Add +3.0% | 952 | $456K |
| LVZ, Inc. | 0.06% | No change | 952 | $456K |
| FWG Investments, LLC. | 0.46% | Add +14.3% | 946 | $453K |
| Legacy PCG, LLC | 0.28% | Reduce -10.0% | 945 | $453K |
| Dentgroup LLC | 0.36% | Reduce -3.0% | 943 | $452K |
| Primoris Wealth Advisors, LLC | 0.36% | Add +36.2% | 941 | $451K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +32.6% | 940 | $450K |
| Culbertson A N & Co. Inc. | 0.08% | No change | 937 | $449K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 935 | $449K |
| Beese Fulmer Investment Management, Inc. | 0.04% | No change | 931 | $446K |
| Bricktown Capital, LLC | 0.09% | No change | 929 | $445K |
| Willow Creek Wealth Management Inc. | 0.05% | Reduce -2.6% | 927 | $444K |
| Alternative Investment Advisors, LLC. | 0.25% | Reduce -1.9% | 923 | $443K |
| New Capital Management LP | 0.14% | Add +5.9% | 922 | $442K |
| Pinnacle Financial Group, LLC / IL | 0.19% | New | 918 | $440K |
| Monograph Wealth Advisors, LLC | 0.06% | No change | 917 | $440K |
| Cape Ann Savings Bank | 0.27% | No change | 918 | $440K |
| Towerpoint Wealth, LLC | 0.22% | Add +8.0% | 916 | $439K |
| Redwood Wealth Management Group, LLC | 0.33% | Reduce -1.2% | 914 | $438K |
| One Wealth Map LLC | 0.27% | Add +65.4% | 908 | $438K |
| Gibbs Wealth Management | 0.18% | Add +6.3% | 913 | $437K |
| Stratos Investment Management, LLC | 0.04% | Add +38.0% | 912 | $437K |
| Icon Wealth Advisors, LLC | 0.04% | New | 926 | $436K |
| Vima LLC | 0.96% | Add +19.9% | 910 | $436K |
| Adell Harriman & Carpenter Inc. | 0.03% | Add +6.7% | 908 | $435K |
| Leeward Financial Partners, LLC | 0.18% | Add +15.7% | 908 | $435K |
| Valicenti Advisory Services Inc. | 0.12% | No change | 907 | $435K |
| Gitterman Wealth Management, LLC | 0.17% | Add +20.9% | 907 | $435K |
| Stablepoint Partners, LLC | 0.08% | Reduce -5.7% | 936 | $434K |
| Autumn Glory Partners, LLC | 0.22% | Add +2.7% | 904 | $433K |
| Shilanski & Associates, Inc. | 0.15% | Add +1.9% | 904 | $433K |
| Rice Partnership, LLC | 0.09% | No change | 901 | $432K |
| Gables Capital Management Inc. | 0.23% | Add +11.8% | 900 | $431K |
| Long Island Wealth Management, Inc. | 0.30% | No change | 901 | $431K |
| FIDELIS iM, LLC | 0.21% | Reduce -0.2% | 896 | $429K |
| Hershey Financial Advisers, LLC | 0.38% | — | 894 | $428K |
| Wrenne Financial Planning LLC | 0.29% | New | 892 | $427K |
| DiNuzzo Private Wealth, Inc. | 0.06% | No change | 891 | $427K |
| New England Professional Planning Group Inc. | 0.22% | No change | 888 | $425K |
| Aull & Monroe Investment Management Corp | 0.21% | No change | 880 | $422K |
| High Net Worth Advisory Group LLC | 0.13% | Add +6.5% | 880 | $422K |
| Mark Sheptoff Financial Planning, LLC | 0.23% | Reduce -8.4% | 876 | $420K |
| Bangor Savings Bank | 0.04% | No change | 875 | $419K |
| First Long Island Investors, LLC | 0.04% | No change | 875 | $419K |
| FLC Capital Advisors | 0.10% | Add +0.1% | 873 | $418K |
| Planning Alternatives Ltd. | 0.07% | New | 873 | $418K |
| Forte Asset Management LLC | 0.25% | Add +3.0% | 870 | $417K |
| GEM Asset Management, LLC | 0.26% | Add +0.1% | 869 | $416K |
| Financial Gravity Asset Management, Inc. | 0.10% | Reduce -51.2% | 866 | $415K |
| Legacy Financial Group, Inc. | 0.16% | Reduce -0.8% | 864 | $414K |
| WealthTrust Axiom LLC | 0.14% | Add +54.9% | 863 | $414K |
| Rockbridge Investment Management, LCC | 0.06% | Add +0.2% | 862 | $413K |
| Eclectic Associates Inc. | 0.18% | Add +18.7% | 862 | $413K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +15.0% | 859 | $412K |
| Nelson Capital Management, LLC | 0.07% | Add +0.2% | 859 | $412K |
| Gridiron Partners, LLC | 0.26% | No change | 858 | $411K |
| Provident Wealth Management, LLC | 0.15% | No change | 857 | $411K |
| Narus Financial Partners, LLC | 0.17% | Reduce -18.7% | 856 | $410K |
| Outfitters Financial LLC | 0.34% | Add +22.2% | 854 | $409K |
| Asset Planning Services Inc. /La/ | 0.22% | Reduce -5.0% | 853 | $409K |
| Heritage Investment Group, Inc. | 0.06% | No change | 854 | $409K |
| OMNI 360 Wealth, Inc. | 0.31% | No change | 850 | $407K |
| Councilmark Asset Management, LLC | 0.29% | No change | 850 | $407K |
| Bright Futures Wealth Management, LLC. | 0.22% | Add +1.1% | 903 | $405K |
| Twin Lakes Capital Management, LLC | 0.28% | Add +0.1% | 844 | $404K |
| International Private Wealth Advisors LLC | 0.68% | Add +5.5% | 844 | $404K |
| TPG Advisors LLC | 0.34% | — | 843 | $404K |
| Occidental Asset Management, LLC | 0.07% | Add +11.4% | 842 | $403K |
| Opus Capital Group, LLC | 0.06% | No change | 840 | $402K |
| WFA of San Diego, LLC | 0.36% | — | 839 | $402K |
| Canopy Partners, LLC | 0.19% | Reduce -0.4% | 837 | $401K |
| North Star Asset Management Inc. | 0.02% | Reduce -2.9% | 837 | $401K |
| Register Financial Advisors LLC | 0.20% | No change | 835 | $400K |
| Colonial Trust Advisors | 0.04% | Reduce -20.0% | 834 | $399K |
| GDS Wealth Management | 0.04% | Reduce -39.8% | 832 | $399K |
| 4J Wealth Management LLC | 0.33% | No change | 830 | $398K |
| Gateway Advisory, LLC | 0.07% | Reduce -89.9% | 828 | $397K |
| Cascade Wealth Advisors, Inc | 0.29% | Reduce -55.3% | 865 | $396K |
| Waterfront Wealth Inc. | 0.11% | No change | 817 | $392K |
| Mountain Pacific Investment Advisers LLC | 0.03% | No change | 817 | $391K |
| Ruedi Wealth Management, Inc. | 0.15% | No change | 815 | $391K |
| Orcam Financial Group | 0.42% | No change | 810 | $388K |
| Crown Wealth Group, LLC | 0.19% | Reduce -19.6% | 810 | $388K |
| Bridges Investment Management Inc. | 0.01% | New | 809 | $388K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | No change | 808 | $387K |
| Sterling Investment Counsel, LLC | 0.15% | No change | 808 | $387K |
| Blue Chip Partners, LLC | 0.04% | Reduce -0.5% | 808 | $387K |
| Coombe, Bender & Co LLC | 0.23% | Add +6.1% | 805 | $386K |
| First Community Trust NA | 0.33% | No change | 805 | $386K |
| Orin Green Financial, LLC | 0.18% | New | 805 | $386K |
| X-Square Capital, LLC | 0.14% | Add +1.3% | 802 | $384K |
| Eubel Brady & Suttman Asset Management Inc. | 0.06% | Reduce -1.5% | 801 | $384K |
| Philadelphia Trust Co. | 0.03% | No change | 802 | $384K |
| Waterway Wealth Management, LLC | 0.19% | Reduce -29.7% | 801 | $384K |
| DORCHESTER WEALTH MANAGEMENT Co | 0.07% | No change | 800 | $383K |
| Lakeridge Wealth Management LLC | 0.23% | No change | 800 | $383K |
| Burkett Financial Services, LLC | 0.20% | Add +0.1% | 799 | $383K |
| Tenon Financial LLC | 0.30% | Add +4.1% | 791 | $379K |
| Gallagher Fiduciary Advisors, LLC | 0.08% | Add +8.4% | 790 | $379K |
| Members Trust Co | 0.01% | New | 788 | $378K |
| Sculati Wealth Management, LLC | 0.16% | Add +1.3% | 787 | $377K |
| Boston Trust Walden Corp | 0.00% | Reduce -6.0% | 787 | $377K |
| Phillips Financial Management, LLC | 0.03% | No change | 786 | $377K |
| Everhart Financial Group, Inc. | 0.10% | Add +3.9% | 783 | $375K |
| Boston Research & Management Inc. | 0.09% | Reduce -4.2% | 783 | $375K |
| Barlow Wealth Partners, LLC | 0.05% | Add +34.7% | 808 | $374K |
| Significant Wealth Partners LLC | 0.21% | New | 780 | $374K |
| Walled Lake Planning & Wealth Management, LLC | 0.15% | Add +63.3% | 779 | $373K |
| First Financial Bank - Trust Division | 0.04% | Reduce -46.5% | 777 | $372K |
| Rosenberg Matthew Hamilton | 0.11% | No change | 771 | $372K |
| Janiczek Wealth Management, LLC | 0.08% | Add +209.2% | 773 | $371K |
| MRA Advisory Group | 0.21% | Reduce -1.3% | 773 | $370K |
| Opal Wealth Advisors, LLC | 0.12% | Reduce -29.7% | 773 | $370K |
| Lynx Investment Advisory | 0.27% | — | 773 | $370K |
| Columbia Asset Management | 0.07% | Add +7.1% | 772 | $370K |
| Successful Portfolios LLC | 0.26% | No change | 772 | $370K |
| Maxwell Wealth Strategies Inc. | 0.18% | No change | 771 | $369K |
| Fortune Financial Advisors, LLC | 0.23% | Add +0.5% | 771 | $369K |
| One Degree Advisors Inc | 0.18% | New | 772 | $369K |
| River Street Advisors LLC | 0.23% | Add +17.6% | 770 | $369K |
| New Potomac Partners, LLC | 0.20% | No change | 770 | $369K |
| Paragon Financial Partners, Inc. | 0.29% | Add +14.9% | 770 | $369K |
| Baugh & Associates, LLC | 0.19% | Reduce -15.4% | 650 | $368K |
| Paragon Advisors, LLC | 0.13% | New | 768 | $368K |
| SYM FINANCIAL Corp | 0.06% | Reduce -12.3% | 766 | $367K |
| CNB Bank | 0.18% | No change | 762 | $365K |
| TAGStone Capital, Inc. | 0.21% | No change | 760 | $365K |
| Mayfair Advisory Group, LLC | 0.25% | Reduce -1.1% | 737 | $365K |
| Bridge Advisory, LLC | 0.18% | Add +0.1% | 761 | $365K |
| Verus Financial Partners, Inc. | 0.04% | No change | 759 | $364K |
| Range Financial Group LLC | 0.19% | Reduce -0.5% | 758 | $363K |
| Opes Wealth Management LLC | 0.08% | Add +49.5% | 755 | $362K |
| Shapiro Capital Management LLC | 0.01% | Add +7.4% | 754 | $361K |
| First Merchants Corp. | 0.01% | New | 752 | $360K |
| Kirr Marbach & Co. LLC | 0.09% | No change | 750 | $360K |
| Parker Financial LLC | 0.20% | No change | 750 | $359K |
| Nia Impact Advisors, LLC | 0.13% | New | 750 | $359K |
| Old Second National Bank of Aurora | 0.09% | No change | 750 | $359K |
| Skylands Capital, LLC | 0.05% | No change | 750 | $359K |
| Harvey Capital Management Inc. | 0.09% | No change | 750 | $359K |
| Corundum Group, Inc. | 0.14% | No change | 745 | $357K |
| Firestone Capital Management | 0.10% | Add +1.2% | 744 | $356K |
| First Bancorp, Inc | 0.26% | Reduce -1.5% | 742 | $356K |
| Benjamin Edwards Inc. | 0.07% | Add +10.3% | 740 | $355K |
| Cullinan Associates Inc. | 0.02% | No change | 740 | $355K |
| Family Firm, Inc. | 0.08% | Add +3.1% | 738 | $354K |
| Arbor Trust Wealth Advisors, LLC | 0.18% | Add +0.1% | 733 | $352K |
| Pavion Blue Capital, LLC | 0.17% | Reduce -7.2% | 732 | $351K |
| Olistico Wealth, LLC | 0.22% | Add +0.3% | 732 | $351K |
| Beverly Hills Private Wealth, LLC | 0.08% | No change | 729 | $349K |
| Compass Wealth Management LLC | 0.09% | New | 728 | $349K |
| Shira Ridge Wealth Management | 0.19% | No change | 725 | $347K |
| Blodgett Wealth Advisors, LLC | 0.29% | No change | 723 | $346K |
| Trinity Financial Advisors LLC | 0.15% | New | 718 | $345K |
| Francis Financial, Inc. | 0.10% | No change | 718 | $344K |
| Roberts Glore & Co. Inc. | 0.10% | No change | 717 | $344K |
| Peterson Financial Group, Inc. | 2.09% | Reduce -12.1% | 717 | $343K |
| First Western Trust Bank | 0.02% | No change | 715 | $343K |
| Vanguard Capital Wealth Advisors | 0.23% | No change | 715 | $343K |
| Wells Trecaso Financial Group, LLC | 0.12% | Reduce -2.7% | 713 | $342K |
| White Knight Strategic Wealth Advisors, LLC | 0.34% | Reduce -0.1% | 712 | $341K |
| Fernwood Investment Management, LLC | 0.11% | No change | 711 | $341K |
| Lakewood Asset Management LLC | 0.24% | No change | 710 | $340K |
| Mycio Wealth Partners, LLC | 0.09% | No change | 710 | $340K |
| Foster & Motley Inc. | 0.02% | Add +10.1% | 709 | $340K |
| Legacy Capital Group California, Inc. | 0.12% | Add +1.4% | 706 | $338K |
| Matthew Goff Investment Advisor, LLC | 0.07% | Add +0.9% | 706 | $338K |
| KMG Fiduciary Partners, LLC | 0.03% | No change | 705 | $338K |
| OneAscent Wealth Management LLC | 0.18% | Reduce -2.8% | 704 | $337K |
| Heritage Financial Services, LLC | 0.05% | Reduce -1.9% | 703 | $337K |
| Trust Co of the South | 0.08% | No change | 698 | $334K |
| Rooted Wealth Advisors, Inc. | 0.15% | Add +13.2% | 694 | $333K |
| Gen-Wealth Partners Inc | 0.16% | Reduce -0.4% | 695 | $333K |
| Debussy Capital Management LP | 0.09% | No change | 692 | $331K |
| Guardian Capital Advisors LP | 0.03% | No change | 650 | $327K |
| MN Wealth Advisors, LLC | 0.19% | Reduce -16.1% | 1,180 | $326K |
| Eagle Ridge Investment Management | 0.03% | No change | 681 | $326K |
| Nemes Rush Group LLC | 0.04% | Reduce -4.6% | 679 | $325K |
| Patton Albertson Miller Group, LLC | 0.05% | Reduce -1.4% | 679 | $325K |
| Bank of New Hampshire | 0.08% | Add +0.1% | 677 | $324K |
| Pension & Wealth Management Advisors, Inc. | 0.19% | Reduce -9.5% | 673 | $323K |
| Endowment Wealth Management, Inc. | 0.23% | Add +0.1% | 671 | $322K |
| Greenspring Advisors, LLC | 0.08% | No change | 671 | $321K |
| DDD Partners, LLC | 0.04% | No change | 670 | $321K |
| Windsor Capital Management, LLC | 0.10% | Add +45.8% | 669 | $321K |
| Brooklyn FI, LLC | 0.13% | Add +0.6% | 669 | $321K |
| Grove Bank & Trust | 0.05% | No change | 669 | $321K |
| Howe & Rusling Inc. | 0.03% | Reduce -1.3% | 669 | $320K |
| Capital Investment Counsel, Inc | 0.05% | Add +11.9% | 667 | $319K |
| John W. Brooker & Co., CPAs | 0.16% | Reduce -18.4% | 665 | $319K |
| EagleClaw Capital Managment, LLC | 0.06% | No change | 665 | $319K |
| Great Waters Wealth Management | 0.05% | Add +6.3% | 663 | $318K |
| Inspire Advisors, LLC | 0.04% | Reduce -62.0% | 663 | $318K |
| Catalyst Financial Partners LLC | 0.07% | No change | 662 | $317K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +8.2% | 662 | $317K |
| ERn Financial, LLC | 0.05% | Add +12.8% | 661 | $317K |
| Atwater Malick LLC | 0.11% | No change | 661 | $317K |
| Criterion Capital Advisors, LLC | 0.20% | Add +0.1% | 659 | $316K |
| Sollinda Capital Management LLC | 0.10% | Reduce -89.8% | 659 | $316K |
| Exchange Bank | 0.27% | Reduce -11.0% | 658 | $315K |
| Trueblood Wealth Management, LLC | 0.18% | Add +28.9% | 655 | $314K |
| Rodgers Brothers Inc. | 0.04% | No change | 655 | $314K |
| Turtle Creek Wealth Advisors, LLC | 0.07% | Reduce -2.2% | 654 | $313K |
| Asset Planning Corporation | 0.23% | No change | 651 | $312K |
| Loudon Investment Management, LLC | 0.18% | No change | 650 | $311K |
| America First Investment Advisors, LLC | 0.08% | No change | 648 | $310K |
| Legacy Financial Group LLC | 0.06% | Reduce -0.6% | 645 | $309K |
| Oliver Luxxe Assets LLC | 0.07% | Add +16.0% | 644 | $309K |
| KWB Wealth | 0.04% | No change | 695 | $309K |
| Bridge Creek Capital Management LLC | 0.10% | Add +5.8% | 644 | $309K |
| Dechtman Wealth Management, LLC | 0.07% | Add +0.2% | 643 | $308K |
| Centerpoint Advisors, LLC | 0.11% | No change | 642 | $308K |
| Fusion Capital, LLC | 0.14% | Add +3.5% | 642 | $307K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +5.6% | 640 | $307K |
| Wambolt & Associates, LLC | 0.09% | No change | 634 | $306K |
| Prairie Sky Financial Group LLC | 0.19% | Add +12.4% | 636 | $305K |
| True Vision MN LLC | 0.20% | No change | 633 | $304K |
| V2 Financial group LLC | 0.20% | No change | 650 | $302K |
| Cetera Trust Company, N.A | 0.19% | No change | 627 | $300K |
| Adapt Wealth Advisors, LLC | 0.19% | No change | 627 | $300K |
| Horan Capital Advisors, LLC. | 0.11% | No change | 625 | $299K |
| Capital CS Group, LLC | 0.34% | Reduce -24.9% | 622 | $298K |
| Westwind Capital | 0.07% | Add +767.8% | 37,435 | $297K |
| Financial Network Wealth Advisors LLC | 0.22% | Add +9.1% | 623 | $297K |
| Parkside Advisors LLC | 0.08% | No change | 615 | $295K |
| Coston, McIsaac & Partners | 0.09% | No change | 617 | $295K |
| FOCUS Wealth Advisors, LLC | 0.15% | No change | 615 | $295K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 614 | $294K |
| Lantern Wealth Advisors, LLC | 0.21% | Add +0.2% | 614 | $294K |
| Kraematon Investment Advisors, Inc. | 0.30% | Add +5.2% | 613 | $294K |
| Studio Investment Management LLC | 0.07% | Add +69.3% | 611 | $294K |
| QCM Cayman, Ltd. | 3.16% | Reduce -53.1% | 611 | $293K |
| Mengis Capital Management, Inc. | 0.06% | No change | 610 | $292K |
| AIMZ Investment Advisors, LLC | 0.10% | No change | 609 | $292K |
| Sloy Dahl & Holst, LLC | 0.06% | Add +0.3% | 609 | $292K |
| Spreng Capital Management, Inc. | 0.15% | New | 607 | $291K |
| Janus Henderson Group PLC | 0.00% | Add +28.6% | 607 | $291K |
| VAUGHAN & Co SECURITIES, INC. | 0.18% | No change | 606 | $290K |
| Heritage Wealth Management, Inc. | 0.10% | — | 585 | $290K |
| Shaker Financial Services, LLC | 0.12% | No change | 603 | $289K |
| Letson Investment Management, Inc. | 0.13% | No change | 602 | $288K |
| Seed Wealth Management, Inc. | 0.25% | No change | 600 | $288K |
| Forza Wealth Management, LLC | 0.15% | No change | 600 | $287K |
| 1776 Wealth LLC | 0.13% | No change | 600 | $287K |
| Matisse Capital | 0.14% | No change | 599 | $287K |
| Thomasville National Bank | 0.02% | No change | 598 | $287K |
| Sweeney & Michel, LLC | 0.12% | Add +4.0% | 575 | $286K |
| Clarity Financial LLC | 0.04% | Reduce -11.0% | 596 | $286K |
| Elevation Wealth Partners, LLC | 0.14% | Add +12.4% | 596 | $286K |
| Benchmark Investment Advisors LLC | 0.21% | Add +5.5% | 596 | $286K |
| Indie Asset Partners, LLC | 0.23% | Reduce -19.9% | 596 | $285K |
| Able Wealth Management LLC | 0.23% | Add +16.9% | 594 | $285K |
| Wolf Group Capital Advisors | 0.11% | New | 594 | $285K |
| Washington Trust Bank | 0.03% | Reduce -16.1% | 594 | $285K |
| Rede Wealth, LLC | 0.26% | Reduce -26.4% | 593 | $284K |
| Heritage Wealth Management, LLC | 0.16% | Reduce -19.4% | 591 | $283K |
| Heritage Family Offices, LLP | 0.16% | — | 591 | $283K |
| Bath Savings Trust Co | 0.03% | No change | 590 | $283K |
| Herold Advisors, Inc. | 0.07% | No change | 587 | $282K |
| Bryant Woods Investment Advisors, LLC | 0.20% | Add +14.6% | 785 | $281K |
| Harvest Fund Management Co., Ltd | 0.02% | Reduce -7.3% | 587 | $281K |
| Strategic Point Investment Advisors, LLC | 0.05% | Add +13.6% | 586 | $281K |
| Interchange Capital Partners, LLC | 0.10% | Add +21.6% | 585 | $280K |
| Gimbal Financial | 0.21% | Add +0.2% | 569 | $280K |
| Biondo Investment Advisors, LLC | 0.04% | No change | 582 | $279K |
| SevenBridge Financial Group, LLC | 0.06% | New | 633 | $278K |
| Arbor Capital Management Inc. | 0.25% | No change | 576 | $278K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | No change | 578 | $277K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 572 | $276K |
| Summa Corp. | 0.13% | No change | 575 | $275K |
| Bishop & Co Investment Management, LLC | 0.17% | No change | 574 | $275K |
| Synergy Asset Management, LLC | 0.04% | Reduce -22.8% | 572 | $274K |
| Vision Capital Management, Inc. | 0.04% | No change | 570 | $273K |
| Mosley Wealth Management | 0.23% | New | 570 | $273K |
| Blackhawk Capital Partners, LLC | 0.16% | Reduce -7.2% | 565 | $271K |
| Prevail Innovative Wealth Advisors, LLC | 0.10% | Reduce -49.4% | 565 | $271K |
| Wellington Shields Capital Management, LLC | 0.05% | Reduce -0.5% | 563 | $270K |
| TD Capital Management LLC | 0.03% | Add +0.2% | 562 | $269K |
| Harbor Capital Advisors, Inc. | 0.02% | New | 561 | $269K |
| Demars Financial Group, LLC | 0.13% | Reduce -0.9% | 558 | $267K |
| Better Money Decisions, LLC | 0.20% | Add +0.5% | 556 | $266K |
| Resurgent Financial Advisors LLC | 0.17% | Reduce -38.7% | 552 | $265K |
| Essex Private Wealth Management, LLC | 0.67% | No change | 552 | $264K |
| Clear Investment Research, LLC | 0.34% | Add +27.8% | 552 | $264K |
| Traphagen Investment Advisors LLC | 0.03% | New | 552 | $264K |
| Houlihan Financial Resource Group, Ltd. | 0.18% | No change | 550 | $264K |
| James J. Burns & Company, LLC | 0.05% | New | 551 | $264K |
| Sivia Capital Partners, LLC | 0.18% | Reduce -10.0% | 550 | $264K |
| LCM Capital Management Inc | 0.16% | Reduce -1.6% | 550 | $264K |
| Aviso Wealth Management | 0.16% | New | 550 | $264K |
| Dagco, Inc. | 0.12% | New | 550 | $264K |
| Versant Capital Management, Inc | 0.07% | No change | 550 | $264K |
| Cherry Tree Wealth Management, LLC | 0.07% | Reduce -21.8% | 549 | $263K |
| Allred Capital Management, LLC | 0.10% | No change | 549 | $263K |
| VestGen Investment Management | 0.08% | New | 549 | $263K |
| Rain Capital Management, LLC | 0.19% | No change | 583 | $263K |
| DCM Advisors, LLC | 0.14% | New | 548 | $263K |
| SPX Gestao de Recursos Ltda | 0.04% | New | 545 | $261K |
| PCA Investment Advisory Services Inc. | 0.14% | Reduce -3.7% | 545 | $261K |
| Broadview Financial Management, LLC | 0.19% | Reduce -11.3% | 544 | $261K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -0.4% | 544 | $261K |
| Ellevest, Inc. | 0.02% | Reduce -36.7% | 543 | $260K |
| Wiser Advisor Group LLC | 0.41% | Reduce -9.5% | 543 | $260K |
| Empire Financial Management Company, LLC | 0.09% | Add +3.2% | 541 | $260K |
| MJP Associates Inc. | 0.05% | New | 541 | $259K |
| Ferguson Shapiro LLC | 0.10% | Add +8.9% | 536 | $257K |
| Alexander Labrunerie & Co., Inc. | 0.14% | Reduce -1.8% | 533 | $255K |
| Weaver Capital Management LLC | 0.08% | Reduce -10.3% | 533 | $255K |
| Spectrum Planning & Advisory Services Inc. | 0.25% | — | 528 | $254K |
| Elevate Wealth Advisory, Inc. | 0.21% | New | 529 | $254K |
| Theory Financial LLC | 0.12% | Add +11.4% | 528 | $253K |
| Emprise Bank | 0.16% | New | 527 | $252K |
| CMH Wealth Management LLC | 0.06% | Reduce -2.2% | 526 | $252K |
| BetterWealth, LLC | 0.08% | Reduce -7.1% | 526 | $252K |
| Verity Asset Management, Inc. | 0.10% | New | 525 | $252K |
| 1900 Wealth Management LLC | 0.02% | Reduce -1.7% | 525 | $252K |
| Tobias Financial Advisors, Inc. | 0.05% | Add +0.6% | 524 | $251K |
| Avion Wealth | 0.07% | Reduce -9.7% | 522 | $250K |
| Jacobs & Co. | 0.03% | Reduce -3.0% | 520 | $249K |
| Boston Common Asset Management, LLC | 0.01% | No change | 519 | $249K |
| Syntrinsic LLC | 0.08% | Add +0.2% | 519 | $249K |
| Burford Brothers, Inc. | 0.14% | New | 519 | $249K |
| Advus Financial Partners, LLC | 0.08% | Add +0.6% | 517 | $248K |
| Callahan Advisors, LLC | 0.03% | Reduce -7.4% | 516 | $247K |
| Elser Financial Planning, Inc | 0.04% | — | 516 | $247K |
| Northstar Advisory Group, LLC | 0.14% | Reduce -2.1% | 515 | $247K |
| City State Bank | 0.10% | Reduce -2.3% | 515 | $247K |
| Accent Capital Management, LLC | 0.15% | Add +18.7% | 514 | $246K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | No change | 514 | $246K |
| Perissos Private Wealth Management, LLC | 0.22% | Add +0.2% | 514 | $246K |
| Twin Capital Management Inc. | 0.03% | No change | 512 | $245K |
| Aviso Financial Inc. | 0.01% | — | 512 | $245K |
| Asset Advisors Investment Management, LLC | 0.03% | Reduce -28.1% | 511 | $245K |
| Quadrant Capital Group LLC | 0.02% | Add +0.8% | 510 | $244K |
| Garrison Point Advisors, LLC | 0.16% | Reduce -38.8% | 510 | $244K |
| Norris Perne & French LLP | 0.02% | No change | 510 | $244K |
| Legacy Wealth Management, LLC | 0.02% | Reduce -5.2% | 508 | $244K |
| Shearwater Capital LLC | 0.18% | No change | 505 | $242K |
| Tevis Investment Management | 0.19% | No change | 504 | $242K |
| Summit Financial Wealth Advisors, LLC | 0.05% | Reduce -21.9% | 504 | $241K |
| FinTrust Capital Advisors, LLC | 0.04% | Reduce -57.3% | 503 | $241K |
| Bulltick Wealth Management, LLC | 0.07% | Reduce -4.4% | 502 | $241K |
| Gordian Advisors LLC | 0.23% | Reduce -2.9% | 501 | $240K |
| Burton Enright Welch | 0.06% | No change | 501 | $240K |
| MorganRosel Wealth Management, LLC | 0.08% | No change | 500 | $240K |
| Gould Asset Management LLC | 0.06% | No change | 500 | $240K |
| Beck Mack & Oliver LLC | 0.01% | No change | 500 | $240K |
| Main Street Research LLC | 0.02% | New | 499 | $239K |
| Constitution Capital LLC | 0.13% | Add +10.2% | 499 | $239K |
| Argent Advisors, Inc. | 0.10% | Add +2.0% | 499 | $239K |
| Wayfinding Financial, LLC | 0.13% | No change | 500 | $239K |
| Hemington Wealth Management | 0.08% | No change | 498 | $238K |
| Morningstar Investment Services LLC | 0.00% | Reduce -16.8% | 494 | $238K |
| Bedel Financial Consulting, Inc. | 0.03% | Reduce -2.8% | 495 | $237K |
| L. Roy Papp & Associates, LLP | 0.03% | New | 495 | $237K |
| CoreFirst Bank & Trust | 0.16% | No change | 495 | $237K |
| Suncoast Equity Management | 0.03% | Reduce -11.1% | 495 | $237K |
| Grand Wealth Management, LLC | 0.14% | No change | 494 | $237K |
| Kelly Financial Services LLC | 0.08% | Add +1.2% | 493 | $236K |
| Gallacher Capital Management LLC | 0.12% | Reduce -0.2% | 490 | $235K |
| Delta Asset Management LLC | 0.02% | Add +42.0% | 490 | $235K |
| GoalVest Advisory LLC | 0.07% | Add +49.4% | 487 | $233K |
| Congress Asset Management Co. | 0.00% | Add +0.2% | 486 | $233K |
| Bell & Brown Wealth Advisors, LLC | 0.09% | New | 478 | $229K |
| First American Bank | 0.02% | No change | 478 | $229K |
| Litman Gregory Wealth Management LLC | 0.02% | New | 477 | $229K |
| Hendershot Investments Inc. | 0.03% | No change | 477 | $229K |
| ONE Advisory Partners, LLC | 0.11% | New | 476 | $228K |
| St. Johns Investment Management Company, LLC | 0.11% | Reduce -2.9% | 474 | $227K |
| Banco BTG Pactual S.A. | 0.06% | New | 482 | $227K |
| Pegasus Partners Ltd. | 0.02% | Reduce -10.3% | 473 | $227K |
| 3Chopt Investment Partners, LLC | 0.07% | New | 471 | $226K |
| Whitford Management LLC | 0.13% | No change | 469 | $225K |
| Brooks, Moore & Associates, Inc. | 0.14% | No change | 465 | $223K |
| Wilkins Investment Counsel Inc. | 0.03% | Reduce -15.4% | 465 | $223K |
| Cedar Point Capital Partners, LLC | 0.17% | Reduce -2.1% | 464 | $222K |
| Strategic Investment Advisors / MI | 0.03% | New | 463 | $222K |
| Human Investing LLC | 0.04% | New | 463 | $222K |
| Sicart Associates LLC | 0.08% | New | 461 | $221K |
| TruNorth Capital Management, LLC | 0.07% | No change | 461 | $221K |
| Evoke Wealth, LLC | 0.32% | Reduce -97.4% | 459 | $220K |
| Vectors Research Management, LLC | 0.07% | Reduce -0.9% | 460 | $220K |
| Moller Wealth Partners | 0.06% | New | 458 | $219K |
| Middleton & Co. Inc. | 0.03% | Reduce -6.2% | 456 | $218K |
| Sonoma Private Wealth LLC | 0.35% | New | 453 | $217K |
| Hudson Capital Management LLC | 0.08% | No change | 453 | $217K |
| Corrado Advisors, LLC | 0.14% | New | 453 | $217K |
| Townsend & Associates, Inc | 0.02% | Reduce -5.7% | 468 | $217K |
| Tiller Private Wealth, Inc. | 0.10% | New | 452 | $217K |
| Strong Tower Advisory Services | 0.07% | New | 450 | $216K |
| Whitcomb & Hess, Inc. | 0.07% | Reduce -43.8% | 450 | $216K |
| Lynch & Associates | 0.05% | Reduce -10.9% | 450 | $216K |
| Spectrum Financial Alliance Ltd LLC | 0.08% | New | 448 | $215K |
| Lantz Financial LLC | 0.07% | New | 447 | $214K |
| Clay Northam Wealth Management, LLC | 0.16% | New | 447 | $214K |
| Sage Rhino Capital LLC | 0.05% | New | 447 | $214K |
| LMG Wealth Partners, LLC | 0.05% | New | 444 | $213K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.09% | Reduce -9.4% | 444 | $213K |
| Old North State Wealth Management, LLC | 0.14% | New | 442 | $213K |
| Continuum Wealth Advisors, LLC | 0.11% | Reduce -67.7% | 442 | $212K |
| Prairie Wealth Advisors, Inc. | 0.11% | Reduce -3.7% | 441 | $212K |
| Rench Wealth Management, Inc. | 0.08% | Reduce -2.9% | 441 | $212K |
| Caldwell Sutter Capital, Inc. | 0.10% | Reduce -18.5% | 441 | $211K |
| Santori & Peters, Inc. | 0.09% | New | 441 | $211K |
| Douglass Winthrop Advisors, LLC | 0.00% | New | 440 | $211K |
| Praetorian Wealth Management, Inc. | 0.05% | New | 439 | $210K |
| SkyView Investment Advisors, LLC | 0.04% | New | 436 | $209K |
| Mittelman Wealth Management | 0.13% | Reduce -9.4% | 434 | $208K |
| Morling Financial Advisors, LLC | 0.09% | New | 433 | $207K |
| One Wealth Advisors, LLC | 0.04% | No change | 460 | $207K |
| Advisor Resource Council | 0.27% | Reduce -10.1% | 8,436 | $207K |
| Rezny Wealth Management, Inc. | 0.06% | New | 432 | $207K |
| First Financial Bankshares Inc | 0.00% | Reduce -36.0% | 432 | $207K |
| Fairfield, Bush & Co. | 0.12% | New | 431 | $207K |
| Dynamic Technology Lab Private Ltd | 0.02% | New | 430 | $206K |
| Pathway Financial Advisers, LLC | 0.07% | Add +4.1% | 433 | $206K |
| Heartwood Wealth Advisors LLC | 0.02% | New | 426 | $204K |
| Wharton Business Group, LLC | 0.01% | Reduce -16.6% | 426 | $204K |
| Navalign, LLC | 0.06% | New | 425 | $203K |
| Drucker Wealth 3.0, LLC | 0.05% | — | 424 | $203K |
| Cascade Investment Group, Inc. | 0.16% | Reduce -45.0% | 424 | $203K |
| LVW Advisors, LLC | 0.03% | New | 424 | $203K |
| Cairn Investment Group, Inc. | 0.12% | Reduce -86.3% | 423 | $203K |
| Burke & Herbert Bank & Trust Co. | 0.05% | New | 423 | $203K |
| Moody National Bank Trust Division | 0.02% | New | 423 | $203K |
| Triton Financial Group Inc | 0.14% | New | 422 | $202K |
| Skyline Advisors, Inc. | 0.09% | New | 420 | $201K |
| Awm Capital, LLC | 0.03% | New | 419 | $201K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.05% | New | 419 | $201K |
| Cable Hill Partners, LLC | 0.02% | New | 417 | $200K |
| IFS Advisors, LLC | 0.17% | No change | 414 | $198K |
| Evermay Wealth Management LLC | 0.03% | Add +0.2% | 413 | $198K |
| Robinswood Financial LLC | 0.08% | Add +274.6% | 412 | $197K |
| M&R Capital Management Inc. | 0.05% | No change | 412 | $197K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -24.7% | 405 | $194K |
| Pineridge Advisors LLC | 0.07% | Add +190.6% | 401 | $192K |
| Hills Bank & Trust Co | 0.01% | Reduce -16.4% | 381 | $183K |
| HighMark Wealth Management LLC | 0.11% | No change | 377 | $180K |
| Triad Wealth Partners, LLC | 0.09% | New | 367 | $176K |
| Missouri Trust & Investment Co | 0.07% | Reduce -1.4% | 365 | $175K |
| Resources Management Corp. /CT/ | 0.02% | No change | 355 | $170K |
| Bare Financial Services, Inc | 0.09% | No change | 356 | $168K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.24% | No change | 345 | $165K |
| United Community Bank | 0.07% | No change | 340 | $163K |
| Horrell Capital Management, Inc. | 0.05% | No change | 337 | $161K |
| Cyrus J. Lawrence, LLC | 0.03% | No change | 333 | $159K |
| Spirit of America Management Corp. | 0.03% | New | 329 | $158K |
| Ceeto Capital Group, LLC | 0.06% | No change | 324 | $155K |
| Cypress Capital Management LLC (WY) | 0.16% | No change | 315 | $151K |
| Aspire Private Capital, LLC | 0.04% | No change | 315 | $151K |
| Stone House Investment Management, LLC | 0.04% | Add +5.9% | 306 | $146K |
| First Pacific Financial | 0.04% | No change | 302 | $145K |
| Goldstream Capital Management Ltd | 0.07% | No change | 300 | $144K |
| Centennial Bank | 0.07% | No change | 300 | $144K |
| Koesten, Hirschmann & Crabtree, INC. | 0.09% | No change | 323 | $143K |
| Perkins Coie Trust Co | 0.03% | No change | 299 | $143K |
| Gould Capital, LLC | 0.10% | No change | 295 | $141K |
| SRH Advisors, LLC | 0.05% | No change | 295 | $141K |
| TFC Financial Management, Inc. | 0.02% | No change | 291 | $139K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -45.6% | 290 | $139K |
| BBJS Financial Advisors, LLC | 0.05% | Add +38.5% | 288 | $138K |
| Jag Capital Management, LLC | 0.02% | Add +5.5% | 287 | $138K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 285 | $137K |
| Planning Capital Management Corp | 0.09% | Reduce -24.1% | 280 | $134K |
| Partnership Wealth Management, LLC | 0.10% | No change | 280 | $134K |
| Private Wealth Management Group, LLC | 0.06% | No change | 277 | $133K |
| SJS Investment Consulting Inc. | 0.03% | No change | 273 | $131K |
| Avalon Trust Co | 0.01% | No change | 273 | $131K |
| Breakwater Investment Management | 0.06% | No change | 272 | $130K |
| Thomas J. Herzfeld Advisors, Inc. | 0.05% | No change | 270 | $129K |
| Innealta Capital, LLC | 0.04% | New | 267 | $128K |
| West Branch Capital LLC | 0.05% | No change | 267 | $128K |
| Anfield Capital Management, LLC | 0.06% | Reduce -98.7% | 264 | $126K |
| REAP Financial Group, LLC | 0.03% | Reduce -2.6% | 261 | $125K |
| Nvwm, LLC | 0.03% | Reduce -29.3% | 253 | $121K |
| Pinnacle Holdings, LLC | 0.06% | New | 246 | $118K |
| Prestige Wealth Management Group LLC | 0.03% | Reduce -11.1% | 241 | $116K |
| Western Pacific Wealth Management, LP | 0.09% | No change | 238 | $114K |
| MV Capital Management, Inc. | 0.01% | No change | 228 | $109K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Add +282.8% | 222 | $106K |
| Strategic Investment Solutions, Inc. | 0.03% | — | 220 | $104K |
| Atwood & Palmer Inc. | 0.01% | New | 211 | $101K |
| Semmax Financial Advisors Inc. | 0.03% | No change | 218 | $101K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 207 | $99K |
| Canton Hathaway, LLC | 0.03% | New | 205 | $98K |
| Signature Resources Capital Management, LLC | 0.08% | Add +8.0% | 202 | $97K |
| RFP Financial Group LLC | 0.04% | Add +852.4% | 200 | $96K |
| Financial Connections Group, Inc. | 0.05% | Add +38.0% | 196 | $94K |
| First Personal Financial Services | 0.02% | New | 190 | $91K |
| Keener Financial Planning LLC | 0.06% | No change | 189 | $90K |
| Princeton Global Asset Management LLC | 0.02% | Add +46.8% | 182 | $87K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | New | 177 | $85K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 175 | $84K |
| Central Bank & Trust Co. | 0.01% | Add +235.3% | 171 | $82K |
| Painted Porch Advisors LLC | 0.05% | New | 168 | $81K |
| Piscataqua Savings Bank | 0.07% | No change | 160 | $77K |
| Northwest Bank & Trust Co | 0.06% | No change | 160 | $77K |
| Providence Capital Advisors, LLC | 0.02% | New | 158 | $76K |
| Financial Management Professionals, Inc. | 0.01% | Add +516.0% | 154 | $74K |
| Alphadyne Asset Management LP | 0.03% | New | 148 | $71K |
| Bray Capital Advisors | 0.02% | Add +78.0% | 146 | $70K |
| EnRich Financial Partners LLC | 0.03% | No change | 145 | $69K |
| Iron Horse Wealth Management, LLC | 0.03% | No change | 142 | $68K |
| American Capital Advisory, LLC | 0.05% | Reduce -30.3% | 161 | $66K |
| Operose Advisors LLC | 0.02% | No change | 135 | $65K |
| Mb, Levis & Associates, LLC | 0.03% | No change | 134 | $64K |
| Halpern Financial, Inc. | 0.02% | Add +73.7% | 132 | $63K |
| Hoese & Co LLP | 0.06% | No change | 140 | $63K |
| CarsonAllaria Wealth Management, Ltd. | 0.04% | Add +27.2% | 131 | $63K |
| Logan Capital Management Inc. | 0.00% | No change | 127 | $61K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -7.6% | 122 | $58K |
| PFG Private Wealth Management, LLC | 0.04% | Add +572.2% | 121 | $58K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Reduce -48.0% | 119 | $57K |
| Barrett & Company, Inc. | 0.03% | No change | 118 | $57K |
| Loomis Sayles & Co. L P | 0.00% | New | 113 | $54K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 111 | $53K |
| Riverview Trust Co | 0.05% | No change | 109 | $52K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 103 | $51K |
| Red Tortoise LLC | 0.03% | No change | 104 | $50K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 100 | $48K |
| Robinson Capital Management, LLC | 0.02% | No change | 100 | $48K |
| Annapolis Financial Services, LLC | 0.02% | No change | 99 | $48K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -3.9% | 98 | $47K |
| CGC Financial Services, LLC | 0.02% | Add +736.4% | 92 | $44K |
| Chelsea Counsel Co. | 0.02% | No change | 91 | $44K |
| Bramshill Investments, LLC | 0.00% | New | 91 | $44K |
| Voisard Asset Management Group, Inc. | 0.02% | No change | 86 | $41K |
| Blume Capital Management, Inc. | 0.01% | No change | 85 | $41K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -23.1% | 83 | $40K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 82 | $39K |
| Gleason Group, Inc. | 0.01% | Reduce -4.9% | 78 | $37K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 75 | $36K |
| Legacy Bridge, LLC | 0.02% | Add +4.2% | 75 | $36K |
| True Wealth Design, LLC | 0.01% | No change | 73 | $35K |
| Milestone Investment Advisors LLC | 0.01% | New | 66 | $32K |
| SWS Partners | 0.01% | New | 65 | $31K |
| CKW Financial Group | 0.00% | Reduce -97.7% | 65 | $31K |
| Mechanics Financial Corp | 0.02% | New | 63 | $30K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 63 | $30K |
| Capital Management Associates | 0.04% | No change | 62 | $30K |
| Citizens National Bank Trust Department | 0.01% | No change | 61 | $29K |
| NBT Bank, N.A. | 0.00% | No change | 57 | $27K |
| Arena Investors LP | 1.12% | New | 162,415 | $21K |
| Hoey Investments, Inc. | 0.00% | No change | 41 | $20K |
| Broadwater Capital Management LLC | 0.01% | No change | 32 | $15K |
| Sawyer & Company, Inc | 0.01% | No change | 32 | $15K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 30 | $14K |
| Covestor Ltd | 0.01% | No change | 30 | $14K |
| Accordant Advisory Group Inc | 0.01% | No change | 28 | $13K |
| PayPay Securities Corp | 1.04% | Reduce -60.0% | 26 | $12K |
| Bellevue Asset Management, LLC | 0.01% | No change | 22 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 20 | $10K |
| Cypress Capital, LLC | 0.00% | New | 19 | $9K |
| Camelot Portfolios, LLC | 0.01% | New | 19 | $9K |
| Nordwand Advisors, LLC | 0.00% | No change | 19 | $9K |
| Hanson & Doremus Investment Management | 0.00% | No change | 18 | $9K |
| FPC Investment Advisory, Inc. | 0.01% | No change | 15 | $7K |
| Creative Capital Management Investments LLC | 0.00% | No change | 15 | $7K |
| Legacies Wealth LLC | 0.01% | No change | 14 | $7K |
| DecisionPoint Financial, LLC | 0.00% | No change | 11 | $5K |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | Add +125.0% | 9 | $4K |
| MidAtlantic Capital Management, Inc. | 0.00% | No change | 9 | $4K |
| HBC Financial Services, PLLC | 0.00% | No change | 10 | $4K |
| Investors Research Corp | 0.00% | No change | 8 | $4K |
| 4Thought Financial Group Inc. | 0.00% | Add +50.0% | 6 | $3K |
| Wells Financial Advisors INC | 0.00% | No change | 5 | $2K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 5 | $2K |
| McClarren Financial Advisors, Inc. | 0.02% | Add +86.7% | 6,707 | $2K |
| Slocum, Gordon & Co LLP | 0.00% | New | 4 | $2K |
| PEAK6 Investments LLC | 0.00% | Add +50.0% | 3 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $970 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $479 |
| Quent Capital, LLC | 0.00% | Reduce -93.8% | 1 | $417 |
"% of holder's portfolio" is QQQ's weight in each manager's 13F, not the share of Invesco QQQ Trust Series 1 the manager owns.