Invesco S&P 500 Equal WeightRSPETF
13F holders, Q1 2024 (March 31)1,578holders
7famous investors
$168.12avg. 13F price*
At the end of Q1 2024, 1,578 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings. The largest holders were Morgan Stanley ($4.2B), Bank of America Corp. ($3.2B) and Goldman Sachs Group Inc. ($1.3B). 7 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V357
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 165 | $670.4M |
| Exits | 100 | $798.7M |
Ownership 1,578 holders
| Morgan Stanley | 0.34% | Add +9.7% | 24,685,633 | $4.2B |
| Bank of America Corp. | 0.32% | Add +21.4% | 19,148,693 | $3.2B |
| Goldman Sachs Group Inc. | 0.28% | Add +65.0% | 7,915,782 | $1.3B |
| Truist Financial Corp. | 1.89% | Reduce -4.4% | 7,348,252 | $1.2B |
| JPMorgan Chase & Co. | 0.11% | Add +48.9% | 7,094,524 | $1.2B |
| Wells Fargo & Company | 0.30% | Add +7.3% | 6,644,148 | $1.1B |
| UBS Group AG | 0.36% | Add +6.4% | 6,426,759 | $1.1B |
| Invesco Ltd. | 0.23% | Add +17.5% | 6,329,682 | $1.1B |
| Keybank National Association | 2.76% | Reduce -1.9% | 3,942,274 | $667.7M |
| LPL Financial LLC | 0.34% | Add +9.1% | 3,701,630 | $626.9M |
| Ameriprise Financial Inc. | 0.17% | Reduce -2.7% | 3,539,852 | $600.9M |
| Clal Insurance Enterprises Holdings Ltd | 6.62% | Reduce -36.5% | 3,463,000 | $586.5M |
| Cresset Asset Management, LLC | 2.61% | Add +9.7% | 3,157,904 | $534.9M |
| Envestnet Asset Management Inc. | 0.19% | Reduce -3.4% | 3,000,050 | $508.1M |
| Citigroup Inc. | 0.54% | Add +4.9% | 2,954,599 | $500.4M |
| Royal Bank of Canada | 0.12% | Add +3.0% | 2,781,818 | $471.2M |
| Raymond James Financial Services Advisors, Inc. | 0.56% | Add +4.5% | 2,213,499 | $374.9M |
| Northwestern Mutual Wealth Management Co. | 0.37% | Add +5.6% | 2,149,556 | $364.1M |
| BlackRock Inc. | 0.01% | Add +18.1% | 1,549,833 | $262.5M |
| Meitav Investment House Ltd. | 4.83% | Add +34.1% | 1,456,313 | $246.7M |
| Raymond James & Associates | 0.17% | Reduce -1.7% | 1,446,364 | $245.0M |
| LBMC Investment Advisors, LLC | 19.68% | Add +1.1% | 1,340,113 | $227.0M |
| Bank of New York Mellon Corp | 0.04% | Reduce -14.7% | 1,332,809 | $225.7M |
| HighTower Advisors, LLC | 0.36% | Reduce -1.1% | 1,324,317 | $224.4M |
| Choate Investment Advisors | 5.38% | Reduce -0.8% | 1,180,262 | $199.9M |
| Commonwealth Equity Services, LLC | 0.33% | Add +8.5% | 1,174,892 | $199.0M |
| MBB Public Markets I LLC | 12.45% | Add +69.3% | 1,149,809 | $194.7M |
| Fiduciary Trust Co | 2.95% | Add +1.1% | 1,134,617 | $192.2M |
| Osaic Holdings, Inc. | 0.39% | Reduce -8.2% | 1,018,668 | $172.3M |
| Sei Investments Co. | 0.24% | Reduce -58.4% | 987,060 | $167.2M |
| Stifel Financial Corp. | 0.18% | Add +2.3% | 936,575 | $158.6M |
| Westwood Holdings Group Inc. | 1.17% | Add +347.9% | 871,278 | $147.6M |
| Rockefeller Capital Management L.P. | 0.42% | Add +16.1% | 855,917 | $145.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.51% | Add +113.0% | 852,000 | $144.3M |
| Janney Montgomery Scott LLC | 0.39% | Reduce -6.8% | 769,913 | $130.4M |
| Valeo Financial Advisors, LLC | 4.55% | Reduce -0.1% | 780,127 | $126.9M |
| Cerity Partners LLC | 0.31% | Add +177.9% | 691,796 | $116.5M |
| BNP Paribas Financial Markets | 0.15% | Add +109.1% | 686,663 | $116.3M |
| Dow Chemical Co. | 18.17% | No change | 684,353 | $115.9M |
| Summit Trail Advisors, LLC | 3.01% | Add +22.5% | 668,447 | $113.2M |
| Cambridge Investment Research Advisors, Inc. | 0.39% | Add +12.4% | 591,111 | $100.1M |
| Glenmede Trust Co. NA | 0.49% | Reduce -5.0% | 578,169 | $97.9M |
| Spider Management Company, LLC | 35.56% | New | 570,186 | $96.6M |
| Csenge Advisory Group | 5.09% | Add +2.7% | 536,311 | $90.8M |
| Cetera Investment Advisers | 0.21% | Add +427.4% | 522,337 | $88.5M |
| Brown Advisory Inc. | 0.12% | Reduce -4.8% | 515,898 | $87.4M |
| Endurance Services Ltd | 16.63% | No change | 507,500 | $86.0M |
| Private Advisor Group, LLC | 0.62% | Reduce -6.1% | 507,843 | $86.0M |
| Bank of Nova Scotia | 0.17% | Add +269.5% | 507,572 | $86.0M |
| Waverly Advisors, LLC | 1.97% | Add +4.4% | 493,919 | $83.7M |
| Kestra Advisory Services, LLC | 0.56% | Add +6.1% | 491,350 | $83.2M |
| Synovus Financial Corp. | 1.07% | Add +1.0% | 488,157 | $82.7M |
| Horizon Investments, LLC | 2.09% | Add +131.3% | 469,473 | $79.5M |
| Stratos Wealth Partners, LTD. | 1.33% | Reduce -8.7% | 466,637 | $79.0M |
| Barclays PLC | 0.04% | Reduce -27.1% | 461,526 | $78.2M |
| Turim 21 Investimentos Ltda. | 19.87% | Add +19.8% | 461,325 | $78.1M |
| First Manhattan Co. Llc. | 0.25% | Add +11.2% | 455,659 | $77.2M |
| Vanderbilt University | 16.00% | New | 453,944 | $76.9M |
| SPC Financial, Inc. | 6.84% | Add +45.0% | 429,719 | $72.8M |
| BW Gestao de Investimentos Ltda. | 6.26% | Reduce -71.9% | 410,890 | $69.6M |
| CENTRAL TRUST Co | 1.73% | Reduce -2.4% | 409,806 | $69.4M |
| Total Investment Management Inc. | 8.69% | Reduce -1.3% | 407,813 | $69.1M |
| Baird Financial Group, Inc. | 0.14% | Reduce -3.6% | 404,772 | $68.6M |
| MAI Capital Management | 0.70% | Add +20.6% | 396,860 | $67.2M |
| Cercano Management LLC | 1.85% | New | 390,945 | $66.2M |
| PNC Financial Services Group, Inc. | 0.05% | Add +8.6% | 388,544 | $65.8M |
| InterOcean Capital Group, LLC | 1.55% | Add +12.1% | 382,033 | $64.7M |
| Chai Trust Co. LLC | 6.81% | Add +2.3% | 1,784,343 | $62.8M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +37.4% | 366,115 | $62.0M |
| Venture Visionary Partners LLC | 2.91% | Add +1.7% | 361,692 | $61.3M |
| Equitable Holdings, Inc. | 0.69% | Add +22.0% | 360,618 | $61.1M |
| RFP Financial Group LLC | 23.49% | Add +1.2% | 355,527 | $60.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9.91% | Reduce -0.1% | 354,784 | $60.1M |
| Parallel Advisors, LLC | 1.62% | Add +849.2% | 352,641 | $59.7M |
| Dakota Wealth Management | 1.49% | Add +202.0% | 351,964 | $59.6M |
| Mariner, LLC | 0.12% | Add +4.4% | 344,948 | $58.4M |
| TRUE Private Wealth Advisors | 6.66% | Add +13.6% | 342,741 | $58.0M |
| MML Investors Services, LLC | 0.24% | Reduce -11.2% | 338,930 | $57.4M |
| Baltimore-Washington Financial Advisors, Inc. | 3.61% | Add +3.2% | 335,617 | $56.8M |
| Aptus Capital Advisors, LLC | 1.21% | Add +33.0% | 332,007 | $56.2M |
| Southern Farm Bureau Life Insurance | 9.21% | No change | 328,428 | $55.7M |
| Citadel Advisors | 0.05% | Reduce -52.2% | 322,983 | $54.7M |
| GYL Financial Synergies, LLC | 4.19% | Reduce -0.1% | 315,788 | $53.5M |
| Manchester Financial Inc. | 13.91% | Add +0.1% | 314,803 | $53.3M |
| Qube Research & Technologies Ltd | 0.10% | Reduce -22.5% | 314,077 | $53.2M |
| Focus Partners Wealth | 0.42% | Add +20.8% | 308,845 | $52.3M |
| Veltria Advisors Corp. | 13.03% | Reduce -23.4% | 297,730 | $50.4M |
| Consolidated Investment Group LLC | 7.91% | No change | 288,800 | $48.9M |
| Gillson Capital LP | 4.59% | New | 285,100 | $48.3M |
| Vestcor Inc | 1.62% | No change | 278,900 | $47.2M |
| Lincoln National Corp. | 0.74% | Add +236.5% | 278,219 | $47.1M |
| FIL Ltd | 0.04% | No change | 262,026 | $44.4M |
| McAdam, LLC | 2.80% | Add +8.0% | 258,305 | $43.7M |
| Capitolis Liquid Global Markets LLC | 0.68% | New | 250,000 | $42.3M |
| Arvest Investments, Inc. | 6.69% | Add +2.8% | 249,075 | $42.2M |
| Shufro Rose & Co. LLC | 3.47% | Reduce -5.1% | 247,448 | $41.9M |
| Neuberger Berman Group LLC | 0.03% | Reduce -23.4% | 245,838 | $41.6M |
| Jane Street Group, LLC | 0.05% | Reduce -86.1% | 245,072 | $41.5M |
| NewEdge Advisors, LLC | 0.36% | Add +48.7% | 240,729 | $40.8M |
| Wharton Business Group, LLC | 1.91% | Add +0.1% | 234,583 | $39.7M |
| Shepherd Financial Partners LLC | 5.18% | Add +0.7% | 233,564 | $39.6M |
| Arete Wealth Advisors, LLC | 3.61% | Add +3.0% | 230,524 | $39.0M |
| Comerica Bank | 0.17% | Add +3.0% | 228,273 | $38.7M |
| Vectors Research Management, LLC | 10.86% | Reduce -52.5% | 227,110 | $38.5M |
| Howard Financial Services, LTD. | 6.60% | Reduce -4.9% | 226,174 | $38.3M |
| Atlanta Consulting Group Advisors, LLC | 12.97% | — | 221,458 | $37.5M |
| Heck Capital Advisors, LLC | 5.63% | Reduce -0.5% | 217,984 | $36.9M |
| National Bank of Canada | 0.06% | Add +61.4% | 221,979 | $36.9M |
| Mercer Global Advisors Inc. | 0.10% | Add +2.6% | 214,958 | $36.4M |
| Banco Santander, S.A. | 0.44% | Reduce -14.7% | 213,676 | $36.2M |
| Wealth Advisors of Iowa, LLC | 21.95% | Add +91.9% | 213,064 | $36.1M |
| Tucker Asset Management LLC | 8.28% | Reduce -15.9% | 211,695 | $35.9M |
| Balyasny Asset Management L.P. | 0.09% | Reduce -95.2% | 206,098 | $34.9M |
| Blair William & Co. | 0.11% | Add +13.2% | 205,203 | $34.8M |
| Vicus Capital | 3.09% | Add +2.4% | 200,306 | $33.9M |
| Courier Capital LLC | 2.43% | Add +0.7% | 198,226 | $33.6M |
| Joule Financial, LLC | 13.79% | Add +32.2% | 197,761 | $33.5M |
| Choreo, LLC | 0.85% | Reduce -21.9% | 195,551 | $33.1M |
| WESCAP Management Group, Inc. | 9.54% | Add +0.5% | 194,278 | $32.9M |
| Creative Planning | 0.04% | Reduce -3.6% | 187,665 | $31.8M |
| Pictet Asset Management Holding SA | 0.03% | Add +77.1% | 187,502 | $31.8M |
| Arvest Trust Co. N A | 1.79% | Reduce -1.0% | 186,437 | $31.6M |
| Bank of Montreal | 0.01% | Reduce -6.9% | 185,832 | $31.5M |
| Elk River Wealth Management LLC | 6.36% | Reduce -11.1% | 184,553 | $31.3M |
| Wintrust Investments LLC | 2.72% | Add +10.6% | 182,418 | $30.9M |
| Montag A & Associates Inc. | 1.55% | Add +0.4% | 182,168 | $30.9M |
| Requisite Capital Management, LLC | 6.68% | Add +655.8% | 180,968 | $30.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.94% | Reduce -10.4% | 180,196 | $30.5M |
| Exencial Wealth Advisors, LLC | 1.13% | Add +0.1% | 178,214 | $30.2M |
| Main Management LLC | 2.48% | Add +0.6% | 171,353 | $29.0M |
| Sequoia Financial Advisors, LLC | 0.35% | Reduce -2.8% | 168,089 | $28.5M |
| Sebold Capital Management, Inc. | 18.97% | Add +0.9% | 165,926 | $28.1M |
| Sollinda Capital Management LLC | 8.75% | Add +14.2% | 165,275 | $28.0M |
| Beacon Pointe Advisors, LLC | 0.31% | Add +4.7% | 164,138 | $27.8M |
| Steele Capital Management, Inc. | 1.59% | Add +1729.4% | 163,020 | $27.6M |
| Virtue Capital Management, LLC | 4.96% | Reduce -10.1% | 169,212 | $27.6M |
| Tradition Wealth Management, LLC | 2.75% | Add +5.5% | 160,576 | $27.2M |
| D.A. Davidson & Co. | 0.24% | Reduce -23.0% | 159,164 | $27.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.67% | Reduce -42.5% | 155,019 | $26.3M |
| Steward Partners Investment Advisory, LLC | 0.29% | Add +7.5% | 154,481 | $26.2M |
| Davis Investment Partners, LLC | 11.43% | Add +4.5% | 158,316 | $26.1M |
| Sightline Wealth Advisors, LLC | 17.02% | Reduce -4.6% | 152,553 | $25.8M |
| Atlas Private Wealth Advisors | 8.61% | Add +63.7% | 152,023 | $25.8M |
| Kaydan Wealth Management, Inc. | 8.76% | Reduce -2.2% | 151,681 | $25.7M |
| First Horizon Advisors, Inc. | 0.79% | Add +2.9% | 150,645 | $25.5M |
| Cwm, LLC | 0.12% | Add +22.4% | 149,501 | $25.3M |
| Petrus Trust Company, LTA | 2.28% | Add +35.9% | 148,653 | $25.2M |
| Patton Fund Management, Inc. | 4.49% | Add +21.5% | 146,127 | $24.7M |
| Activest Wealth Management | 11.82% | Reduce -3.9% | 144,820 | $24.5M |
| Peapack Gladstone Financial Corp. | 0.38% | Add +6.4% | 144,191 | $24.4M |
| Advisor OS, LLC | 2.81% | Add +12.6% | 144,157 | $24.4M |
| Flputnam Investment Management Co. | 0.52% | Reduce -50.1% | 143,738 | $24.3M |
| Fsa Wealth Partners, Inc. | 6.02% | New | 142,908 | $24.2M |
| Stratos Investment Management, LLC | 2.36% | New | 142,859 | $24.2M |
| CBIZ Investment Advisory Services, LLC | 1.66% | Add +0.2% | 140,999 | $23.9M |
| Mendota Financial Group, LLC | 13.39% | Add +8.6% | 135,171 | $22.9M |
| Avantax Advisory Services, Inc. | 0.20% | Add +0.6% | 133,282 | $22.6M |
| Jackson, Grant Investment Advisers, Inc. | 9.04% | Reduce -0.9% | 130,207 | $22.1M |
| BBR Partners, LLC | 1.76% | Reduce -5.5% | 129,429 | $21.9M |
| Dupont Capital Management Corp. | 1.81% | Reduce -22.0% | 129,302 | $21.9M |
| Oliver Lagore Vanvalin Investment Group | 6.58% | Add +147.1% | 129,249 | $21.9M |
| Pinnacle Associates Ltd. | 0.34% | Add +9.4% | 129,140 | $21.9M |
| Cibc World Market Inc. | 0.06% | Add +33.4% | 128,499 | $21.8M |
| Transform Wealth, LLC | 2.04% | Add +51.9% | 126,994 | $21.5M |
| Federation des caisses Desjardins du Quebec | 0.15% | Reduce -12.3% | 126,291 | $21.4M |
| Wealth Forward, LLC | 16.73% | Add +0.1% | 125,475 | $21.3M |
| Kiely Wealth Advisory Group, Inc. | 12.05% | Add +2.5% | 129,519 | $21.2M |
| Integrated Wealth Concepts LLC | 0.30% | Add +1.6% | 123,622 | $20.9M |
| TD Waterhouse Canada Inc. | 0.16% | Add +61.6% | 121,998 | $20.8M |
| Schroder Investment Management Group | 0.02% | Reduce -69.2% | 122,330 | $20.7M |
| Jefferies Financial Group Inc. | 0.45% | Reduce -83.6% | 122,009 | $20.7M |
| Money Concepts Capital Corp. | 1.89% | Add +5.3% | 120,771 | $20.5M |
| OneDigital Investment Advisors LLC | 0.32% | Reduce -1.3% | 119,153 | $20.2M |
| Sugarloaf Wealth Management, LLC | 4.15% | Add +49.4% | 118,237 | $20.0M |
| StoneX Group Inc. | 1.79% | Add +1123.6% | 117,597 | $19.9M |
| Connable Office Inc. | 2.25% | Add +31.9% | 117,111 | $19.8M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8.34% | Reduce -3.7% | 122,055 | $19.8M |
| Astor Investment Management LLC | 7.81% | Reduce -5.9% | 116,162 | $19.7M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.71% | Reduce -6.8% | 116,075 | $19.7M |
| Tiller Private Wealth, Inc. | 8.65% | Add +27.6% | 114,305 | $19.4M |
| Advisory Services Network, LLC | 0.43% | Add +13.1% | 114,293 | $19.4M |
| Stephenson & Company, Inc. | 14.14% | Add +6.8% | 114,143 | $19.3M |
| Joseph Group Capital Management | 9.68% | Add +4.3% | 114,092 | $19.3M |
| Rothschild Capital Partners, LLC | 5.57% | No change | 113,176 | $19.2M |
| HSBC Holdings PLC | 0.01% | Add +2427.0% | 112,148 | $19.0M |
| Lowe Brockenbrough & Co. Inc. | 1.28% | Reduce -14.8% | 112,127 | $19.0M |
| Corient Private Wealth LP | 0.03% | Add +3.2% | 110,938 | $18.8M |
| Baker Avenue Asset Management, LP | 0.72% | Add +2.4% | 110,715 | $18.8M |
| Geller Advisors LLC | 1.52% | New | 110,689 | $18.7M |
| Frisch Financial Group, Inc. | 6.22% | Add +2.6% | 110,565 | $18.7M |
| LTG Capital LLC | 16.04% | Add +8.1% | 109,285 | $18.7M |
| WFA Asset Management Corp | 9.75% | Reduce -23.0% | 110,125 | $18.7M |
| Kentucky Farm Bureau Mutual Insurance Co | 4.40% | No change | 110,000 | $18.6M |
| Atria Wealth Solutions, Inc. | 0.21% | Add +28.9% | 108,210 | $18.3M |
| Trilogy Capital Inc. | 1.05% | Add +21.1% | 108,121 | $18.3M |
| Lido Advisors, LLC | 0.16% | Reduce -6.2% | 106,546 | $18.0M |
| Compass Wealth Management LLC | 4.51% | Reduce -1.1% | 106,344 | $18.0M |
| IFP Advisors, Inc | 0.79% | Reduce -22.1% | 105,983 | $18.0M |
| NTV Asset Management LLC | 2.73% | Reduce -6.2% | 105,844 | $17.9M |
| Riversedge Advisors, LLC | 4.38% | Reduce -1.4% | 104,896 | $17.8M |
| Sage Rhino Capital LLC | 4.19% | Reduce -0.7% | 104,795 | $17.7M |
| New England Capital Financial Advisors LLC | 9.88% | Add +0.9% | 103,442 | $17.5M |
| Equitable Trust Co. | 1.21% | Reduce -4.1% | 103,352 | $17.5M |
| Matthew Goff Investment Advisor, LLC | 3.50% | Add +2.2% | 102,102 | $17.3M |
| Robertson Stephens Wealth Management, LLC | 0.95% | Add +30.3% | 101,942 | $17.3M |
| Vaughan David Investments LLC | 0.43% | Add +3.1% | 101,665 | $17.2M |
| Sterneck Capital Management, LLC | 10.27% | Add +0.6% | 101,388 | $17.2M |
| Gladstone Institutional Advisory LLC | 0.94% | Reduce -8.3% | 100,633 | $17.0M |
| Southeast Asset Advisors, LLC | 2.04% | Add +13.8% | 99,900 | $16.9M |
| Kepos Capital LP | 4.36% | New | 100,000 | $16.9M |
| Susquehanna International Group, LLP | 0.03% | Add +342.1% | 99,612 | $16.9M |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 4.11% | Reduce -15.5% | 99,192 | $16.8M |
| Seneca House Advisors | 7.19% | Add +6828.5% | 97,692 | $16.5M |
| Retireful, LLC | 6.88% | Reduce -45.1% | 97,656 | $16.5M |
| Roth Financial Partners LLC | 7.31% | Add +11.6% | 97,521 | $16.5M |
| Dumont & Blake Investment Advisors LLC | 4.73% | Reduce -1.1% | 96,942 | $16.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Add +34.7% | 96,382 | $16.3M |
| WealthBridge Capital Management, LLC | 5.48% | Reduce -4.9% | 96,083 | $16.3M |
| Cadent Capital Advisors, LLC | 6.51% | Add +20.7% | 96,003 | $16.3M |
| Riverview Capital Advisers, LLC | 5.56% | Reduce -0.3% | 95,395 | $16.2M |
| Wealth Alliance Advisory Group, LLC | 3.74% | Add +115.7% | 95,164 | $16.1M |
| Waterloo Capital, L.P. | 2.06% | Add +60.2% | 95,082 | $16.1M |
| Point72 Asset Management | 0.05% | Reduce -60.1% | 95,000 | $16.1M |
| Titleist Asset Management, LLC | 2.77% | Reduce -3.0% | 93,472 | $15.8M |
| Hennion & Walsh Asset Management, Inc. | 0.84% | New | 92,735 | $15.7M |
| Aft, Forsyth & Sober, LLC | 5.55% | Reduce -5.6% | 92,700 | $15.7M |
| US Bancorp \de | 0.02% | Add +50.6% | 92,566 | $15.7M |
| Port Capital LLC | 0.78% | Reduce -0.2% | 91,537 | $15.5M |
| Price Capital Management, Inc. | 96.99% | New | 90,560 | $15.3M |
| Capital Investment Advisory Services, LLC | 1.60% | Reduce -47.1% | 88,221 | $14.9M |
| Rainey & Randall Wealth Advisors Inc. | 3.47% | Add +26.6% | 87,674 | $14.8M |
| Bernardo Wealth Planning LLC | 4.12% | Add +10.6% | 87,398 | $14.8M |
| CX Institutional | 0.71% | Add +0.9% | 87,373 | $14.8M |
| Glen Eagle Advisors, LLC | 2.80% | Add +16.1% | 87,245 | $14.8M |
| Private Advisory Group LLC | 2.08% | Add +37.9% | 86,202 | $14.6M |
| Compton Wealth Advisory Group, LLC | 3.93% | Add +2.5% | 84,796 | $14.4M |
| Capital Advisors, Ltd. LLC | 1.86% | Add +2.5% | 84,428 | $14.3M |
| Peak Asset Management, LLC | 2.82% | Add +21.1% | 84,208 | $14.3M |
| Captrust Financial Advisors | 0.05% | Reduce -6.6% | 83,941 | $14.2M |
| Breakwater Capital Group | 3.56% | Add +5.2% | 83,502 | $14.1M |
| Sigma Planning Corp | 0.44% | Add +234.8% | 83,399 | $14.1M |
| CIBC Private Wealth Group LLC | 0.03% | Add +274.6% | 83,115 | $14.0M |
| Albar Capital Ltd | 2.37% | Reduce -30.5% | 82,213 | $13.9M |
| Yelin Lapidot Holdings Management Ltd. | 2.82% | Add +50.6% | 81,000 | $13.7M |
| Raymond James Trust N.A. | 0.33% | Add +0.6% | 80,463 | $13.6M |
| Sageworth Trust Co | 0.88% | Add +0.7% | 80,231 | $13.6M |
| Granby Capital Management, LLC | 6.62% | No change | 80,000 | $13.5M |
| AlTi Global, Inc. | 0.37% | Add +3.0% | 79,422 | $13.5M |
| Ascent Wealth Partners, LLC | 1.99% | Add +26.6% | 79,070 | $13.4M |
| Atria Investments, Inc | 0.18% | Reduce -26.1% | 78,945 | $13.4M |
| Prism Advisors, Inc. | 4.01% | New | 78,878 | $13.4M |
| Financial Advocates Investment Management | 0.77% | Add +6.3% | 78,566 | $13.3M |
| Essex Financial Services, Inc. | 1.18% | Add +8.3% | 75,577 | $12.8M |
| Dimension Capital Management LLC | 2.54% | Add +15.7% | 75,317 | $12.8M |
| Ratio Wealth Group | 2.36% | Add +7.3% | 74,971 | $12.7M |
| Muirfield Wealth Advisors LLC | 12.21% | Add +4.3% | 74,793 | $12.7M |
| Caldwell Trust Co | 1.46% | Add +6.0% | 73,807 | $12.5M |
| FMR LLC | 0.00% | Add +23.6% | 73,627 | $12.5M |
| First Foundation Advisors | 0.50% | Add +1.1% | 73,111 | $12.4M |
| Concourse Financial Group Securities, Inc. | 0.80% | Reduce -8.4% | 73,097 | $12.4M |
| New York State Common Retirement Fund | 0.02% | Add +120.2% | 72,946 | $12.4M |
| Penserra Capital Management LLC | 0.15% | New | 72,602 | $12.3M |
| Advisor Resource Council | 5.20% | Add +234.5% | 72,547 | $12.3M |
| Bessemer Group Inc. | 0.02% | Add +315.4% | 72,102 | $12.2M |
| Leavell Investment Management, Inc. | 0.69% | Add +35.8% | 70,889 | $12.0M |
| Ramiah Investment Group | 11.22% | Reduce -21.5% | 70,446 | $11.9M |
| Greenleaf Trust | 0.11% | No change | 69,639 | $11.8M |
| Pathstone Holdings, LLC | 0.06% | Reduce -0.6% | 69,171 | $11.7M |
| Quattro Financial Advisors LLC | 3.33% | Add +43625.9% | 69,087 | $11.7M |
| GTS Securities LLC | 0.32% | Add +36.4% | 68,982 | $11.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.25% | Add +15.8% | 68,541 | $11.6M |
| Simplicity Wealth,LLC | 0.28% | New | 68,260 | $11.6M |
| DAVENPORT & Co LLC | 0.07% | Reduce -17.8% | 66,550 | $11.3M |
| Ballast, Inc. | 3.54% | Add +0.7% | 66,104 | $11.2M |
| Focused Wealth Management, Inc | 1.75% | Add +10.3% | 65,990 | $11.2M |
| Edmond DE Rothschild Holding S.A. | 0.19% | Reduce -16.1% | 65,867 | $11.2M |
| New England Private Wealth Advisors LLC | 1.95% | Reduce -7.7% | 65,565 | $11.1M |
| Gotham Asset Management | 0.17% | Add +338.1% | 64,699 | $11.0M |
| Advance Capital Management, Inc. | 0.75% | Reduce -69.4% | 64,128 | $10.9M |
| HM Payson & Co. | 0.20% | Add +61.0% | 63,744 | $10.8M |
| Twin Tree Management, LP | 0.24% | New | 63,635 | $10.8M |
| Winthrop Capital Management, LLC | 4.91% | Add +1.6% | 62,958 | $10.7M |
| Millennium Management | 0.01% | Reduce -38.1% | 62,954 | $10.7M |
| Capital Investment Advisors, LLC | 0.25% | Reduce -0.8% | 62,203 | $10.5M |
| Perigon Wealth Management, LLC | 0.32% | Add +1.8% | 61,577 | $10.4M |
| Evernest Financial Advisors, LLC | 4.93% | Add +4.8% | 65,156 | $10.4M |
| Kavar Capital Partners Group, LLC | 1.91% | Reduce -53.6% | 61,134 | $10.4M |
| Benjamin F. Edwards & Company, Inc. | 0.19% | Add +29.2% | 61,104 | $10.3M |
| Bleakley Financial Group, LLC | 0.30% | Reduce -25.1% | 60,752 | $10.3M |
| Luken Investment Analytics, LLC | 5.18% | Add +0.9% | 60,587 | $10.3M |
| Round Rock Advisors LLC | 2.43% | Add +2.2% | 59,936 | $10.2M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 15.96% | Reduce -33.5% | 59,459 | $10.1M |
| FAS Wealth Partners, Inc. | 0.89% | Reduce -16.5% | 59,281 | $10.0M |
| Axxcess Wealth Management, LLC | 0.28% | Add +14.9% | 59,238 | $10.0M |
| Bradley Foster & Sargent Inc. | 0.18% | Add +4.4% | 59,050 | $10.0M |
| Tudor Investment Corporation | 0.12% | New | 59,007 | $10.0M |
| Corecam Pte. Ltd. | 9.21% | New | 58,850 | $10.0M |
| Frank, Rimerman Advisors LLC | 1.91% | Add +2.5% | 58,453 | $9.9M |
| Verition Fund Management LLC | 0.11% | Add +42.5% | 58,431 | $9.9M |
| Franklin Resources Inc. | 0.00% | Add +7.5% | 57,315 | $9.7M |
| BBJS Financial Advisors, LLC | 3.43% | Add +265.5% | 56,823 | $9.6M |
| SimpliFi, Inc. | 4.40% | New | 56,784 | $9.6M |
| Chicago Wealth Management, Inc. | 5.71% | Add +0.4% | 56,707 | $9.6M |
| Carnegie Investment Counsel | 0.30% | Add +3.3% | 56,371 | $9.5M |
| L. Roy Papp & Associates, LLP | 1.13% | Add +9.7% | 56,241 | $9.5M |
| Second Line Capital, LLC | 3.08% | Add +46.7% | 56,000 | $9.5M |
| Dynamic Advisor Solutions LLC | 0.32% | Add +2.5% | 55,865 | $9.5M |
| Kirtland Hills Capital Management, LLC | 8.09% | — | 57,029 | $9.4M |
| Prairie Sky Financial Group LLC | 5.61% | Reduce -1.8% | 55,192 | $9.3M |
| Ruggaard & Associates LLC | 4.44% | Add +3.5% | 55,084 | $9.3M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -25.5% | 55,071 | $9.3M |
| Tandem Wealth Advisors LLC | 5.13% | Add +22.1% | 55,553 | $9.3M |
| Basso Capital Management, L.P. | 8.75% | Add +27.8% | 54,733 | $9.3M |
| Strategic Wealth Partners, Ltd. | 1.01% | Add +12.1% | 54,609 | $9.2M |
| Strategic Financial Concepts, LLC | 2.20% | Add +60.4% | 53,864 | $9.1M |
| Blue Investment Partners LLC | 4.69% | Add +8.9% | 53,189 | $9.0M |
| Wexford Capital LP | 1.82% | New | 52,705 | $8.9M |
| IPG Investment Advisors LLC | 1.92% | Reduce -17.6% | 52,041 | $8.8M |
| SG Americas Securities, LLC | 0.05% | New | 51,896 | $8.8M |
| Moss Adams Wealth Advisors LLC | 1.41% | Reduce -13.9% | 51,785 | $8.8M |
| DeDora Capital, Inc. | 2.78% | Reduce -0.2% | 51,481 | $8.7M |
| Cabot Wealth Management Inc. | 1.13% | Reduce -0.8% | 51,109 | $8.7M |
| Evercore Wealth Management, LLC | 0.13% | Add +142.4% | 50,799 | $8.6M |
| Archer Investment Corp | 2.58% | Add +9.1% | 50,561 | $8.6M |
| Hall Kathryn A. | 1.97% | New | 50,405 | $8.5M |
| Summit Financial Group, Inc. | 3.03% | Reduce -2.6% | 50,251 | $8.5M |
| Stephens Inc. | 0.13% | Reduce -18.0% | 50,249 | $8.5M |
| Cary Street Partners Investment Advisory LLC | 0.36% | Add +5.1% | 49,991 | $8.5M |
| Garden State Investment Advisory Services LLC | 3.09% | Reduce -15.1% | 49,729 | $8.4M |
| Derbend Asset Management | 4.14% | Add +3.9% | 49,646 | $8.4M |
| Private Wealth Group, LLC | 4.35% | Reduce -1.7% | 49,589 | $8.4M |
| Redmont Wealth Advisors LLC | 11.70% | Reduce -12.4% | 49,544 | $8.4M |
| Sheets Smith Wealth Management | 0.94% | Add +156.0% | 49,403 | $8.4M |
| Harbor Investment Advisory, LLC | 0.87% | Reduce -9.7% | 49,030 | $8.3M |
| Haverford Trust Co | 0.09% | Add +0.2% | 48,962 | $8.3M |
| Amplius Wealth Advisors, LLC | 0.93% | Reduce -4.1% | 48,958 | $8.3M |
| IHT Wealth Management, LLC | 0.33% | Reduce -20.7% | 48,936 | $8.3M |
| Clearstead Advisors, LLC | 0.41% | Add +12.0% | 49,685 | $8.3M |
| First Financial Bank - Trust Division | 0.79% | Add +6.0% | 48,602 | $8.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.66% | No change | 48,500 | $8.2M |
| Peddock Capital Advisors, LLC | 2.11% | Add +4.0% | 47,515 | $8.0M |
| Johnson Bixby & Associates, LLC | 1.40% | Reduce -5.9% | 47,451 | $8.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -16.3% | 47,310 | $8.0M |
| Annapolis Financial Services, LLC | 2.63% | Add +1.0% | 47,236 | $8.0M |
| Lakeshore Financial Planning, Inc. | 4.03% | Reduce -1.6% | 46,976 | $8.0M |
| Courage Miller Partners, LLC | 2.73% | Add +2.6% | 46,623 | $7.9M |
| LCNB Corp. | 2.86% | Add +4.1% | 46,608 | $7.9M |
| Sepio Capital, LP | 0.68% | Reduce -77.5% | 46,581 | $7.9M |
| Scotia Capital Inc. | 0.05% | Add +45.1% | 46,538 | $7.9M |
| J.W. Cole Advisors, Inc. | 0.40% | Add +14.8% | 46,455 | $7.9M |
| CSS LLC | 1.91% | Add +113.4% | 46,300 | $7.8M |
| Clear Creek Financial Management, LLC | 0.99% | Add +119.7% | 45,726 | $7.7M |
| Aspen Investment Management Inc | 3.92% | Add +8.1% | 45,520 | $7.7M |
| Taylor & Morgan Wealth Management, LLC | 5.65% | Reduce -8.2% | 45,478 | $7.7M |
| RVW Wealth, LLC | 0.78% | Reduce -0.3% | 45,098 | $7.6M |
| Well Done, LLC | 1.50% | Add +0.9% | 44,948 | $7.6M |
| Concurrent Investment Advisors, LLC | 0.31% | Reduce -43.4% | 44,929 | $7.6M |
| Oppenheimer & Co. Inc. | 0.13% | Add +11.5% | 44,537 | $7.5M |
| Financial Advisory Group | 1.33% | Add +6.6% | 44,459 | $7.5M |
| REDW Wealth LLC | 2.02% | Reduce -6.6% | 44,331 | $7.5M |
| Integrated Advisors Network LLC | 0.38% | Reduce -26.6% | 43,967 | $7.4M |
| Retirement Income Solutions, Inc. | 1.69% | Reduce -11.1% | 43,965 | $7.4M |
| Connecticut Wealth Management, LLC | 0.39% | Add +0.1% | 43,677 | $7.4M |
| Lumbard & Kellner, LLC | 3.60% | Reduce -0.2% | 43,663 | $7.4M |
| Strategic Family Wealth Counselors, L.L.C. | 2.92% | Add +6.3% | 43,569 | $7.4M |
| Raab & Moskowitz Asset Management LLC | 2.06% | Add +73.4% | 43,520 | $7.4M |
| Independent Advisor Alliance | 0.27% | Reduce -4.2% | 43,450 | $7.4M |
| Intrepid Financial Planning Group LLC | 3.17% | Reduce -2.1% | 43,330 | $7.3M |
| EP Wealth Advisors, LLC | 0.08% | Add +24.6% | 42,878 | $7.3M |
| Wedbush Securities Inc. | 0.27% | Add +183.7% | 42,817 | $7.3M |
| Global Retirement Partners, LLC | 0.27% | Add +10.7% | 42,506 | $7.2M |
| Geneos Wealth Management Inc. | 0.33% | Reduce -10.7% | 42,451 | $7.2M |
| Blue Bell Private Wealth Management, LLC | 1.54% | Add +0.1% | 42,336 | $7.2M |
| GC Wealth Management RIA, LLC | 1.43% | Add +2.9% | 42,292 | $7.2M |
| Advisors Preferred, LLC | 1.20% | Reduce -3.0% | 42,312 | $7.1M |
| Harel Insurance Investments & Financial Services Ltd. | 0.14% | Reduce -16.8% | 42,043 | $7.1M |
| Allworth Financial LP | 0.05% | Add +14.0% | 41,597 | $7.0M |
| Nwam LLC | 0.56% | Reduce -0.4% | 41,506 | $7.0M |
| Lantern Wealth Advisors, LLC | 4.90% | Add +0.7% | 41,155 | $7.0M |
| Ancora Advisors LLC | 0.16% | Add +5.2% | 41,029 | $6.9M |
| Wealthcare Advisory Partners LLC | 0.22% | Add +194.5% | 40,480 | $6.9M |
| Brookstone Capital Management | 0.12% | Add +13.5% | 40,069 | $6.8M |
| Herold Advisors, Inc. | 1.64% | Reduce -0.1% | 39,995 | $6.8M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +14.4% | 39,948 | $6.8M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +14.4% | 39,948 | $6.8M |
| Curbstone Financial Management Corp | 1.45% | Add +2.3% | 39,557 | $6.7M |
| Sanders Morris Harris LLC | 1.23% | Reduce -65.4% | 11,077 | $6.7M |
| Fiduciary Group, LLC | 0.73% | Add +2.4% | 39,327 | $6.7M |
| Ieq Capital, LLC | 0.10% | Add +3.8% | 39,202 | $6.6M |
| Northern Trust Corp. | 0.00% | Add +18.4% | 39,095 | $6.6M |
| NovaPoint Capital, LLC | 2.31% | Add +42.6% | 38,961 | $6.6M |
| U.S. Capital Wealth Advisors, LLC | 0.26% | Add +16.0% | 38,848 | $6.6M |
| Oak Root LLC | 0.88% | Add +21.6% | 38,649 | $6.5M |
| Credit Suisse AG/ | 0.01% | Add +2.5% | 38,618 | $6.5M |
| Atlantic Edge Private Wealth Management, LLC | 2.25% | Add +4.8% | 38,599 | $6.5M |
| Darrow Company, Inc. | 4.25% | Reduce -0.6% | 38,305 | $6.5M |
| Firestone Capital Management | 1.81% | New | 38,302 | $6.5M |
| Park Avenue Securities LLC | 0.08% | Reduce -12.2% | 38,001 | $6.4M |
| Buffington Mohr McNeal | 1.16% | Add +43.2% | 37,913 | $6.4M |
| Fairway Wealth LLC | 4.34% | Add +150.3% | 37,837 | $6.4M |
| Hoylecohen, LLC | 0.49% | Reduce -1.9% | 37,596 | $6.4M |
| Harbour Investments, Inc. | 0.23% | Add +11.7% | 37,554 | $6.4M |
| Dravo Bay LLC | 3.78% | Add +42.2% | 37,512 | $6.4M |
| Koshinski Asset Management, Inc. | 0.65% | Add +353.2% | 37,428 | $6.3M |
| ZWJ Investment Counsel Inc. | 0.29% | Add +6.2% | 37,400 | $6.3M |
| Ssi Investment Management LLC | 2.49% | Add +0.8% | 37,118 | $6.3M |
| Carolinas Wealth Consulting LLC | 1.23% | Add +36.1% | 36,845 | $6.2M |
| Nations Financial Group Inc, /Ia/ | 0.52% | Reduce -1.1% | 36,768 | $6.2M |
| E&G Advisors, LLC | 1.95% | Add +29.2% | 36,714 | $6.2M |
| Strong Tower Advisory Services | 2.48% | Add +11.1% | 36,618 | $6.2M |
| United Capital Financial Advisors, LLC | 0.05% | Add +32.2% | 36,389 | $6.2M |
| Elevated Capital Advisors, LLC | 1.76% | Add +211.8% | 36,326 | $6.2M |
| Quad-Cities Investment Group, LLC | 3.59% | Add +7.6% | 36,283 | $6.1M |
| CHURCHILL MANAGEMENT Corp | 0.08% | Reduce -12.6% | 36,244 | $6.1M |
| BlueChip Wealth Advisors LLC | 3.95% | Reduce -32.5% | 36,159 | $6.1M |
| Bellecapital International Ltd. | 1.36% | Reduce -46.3% | 36,000 | $6.1M |
| Summit Financial, LLC | 0.36% | Add +4.3% | 35,909 | $6.1M |
| Eldridge Investment Advisors, Inc. | 1.55% | Reduce -25.3% | 35,573 | $6.0M |
| Pallas Capital Advisors LLC | 0.25% | Add +173.2% | 35,372 | $6.0M |
| Moneco Advisors, LLC | 0.93% | Add +16.9% | 34,595 | $5.9M |
| Brown Brothers Harriman & Co. | 0.04% | Add +140.5% | 34,259 | $5.8M |
| Provident Wealth Management, LLC | 2.17% | Reduce -2.9% | 34,216 | $5.8M |
| Aspiriant, LLC | 0.24% | Reduce -12.5% | 34,122 | $5.8M |
| Great Diamond Partners, LLC | 1.33% | Add +2.6% | 34,089 | $5.8M |
| Focus Partners Advisor Solutions, LLC | 0.17% | Add +88.5% | 33,974 | $5.8M |
| Trust Co | 0.75% | Reduce -1.7% | 33,870 | $5.7M |
| Weil Company, Inc. | 2.27% | Reduce -3.5% | 33,788 | $5.7M |
| NewEdge Wealth, LLC | 0.13% | Add +189.3% | 35,351 | $5.7M |
| Epic Trust Investment Advisors, LLC | 7.02% | Add +3.9% | 33,629 | $5.7M |
| Transcend Capital Advisors, LLC | 0.46% | Add +61.4% | 33,512 | $5.7M |
| Spectrum Asset Management, Inc. (NB/CA) | 2.43% | Add +45.2% | 33,487 | $5.7M |
| One Day In July LLC | 0.75% | Add +293.1% | 33,323 | $5.6M |
| New York Life Investment Management LLC | 0.06% | Reduce -66.5% | 33,246 | $5.6M |
| Grant Street Asset Management, Inc. | 1.82% | Add +1.4% | 33,017 | $5.6M |
| Alaska Permanent Fund Corp | 0.08% | No change | 33,000 | $5.6M |
| Northeast Financial Group, Inc. | 2.47% | Reduce -39.1% | 32,983 | $5.6M |
| Navalign, LLC | 1.85% | Add +9.5% | 32,973 | $5.6M |
| Fca Corp. | 1.80% | Add +1.3% | 32,909 | $5.6M |
| Parsons Capital Management Inc. | 0.38% | Add +10.3% | 32,889 | $5.6M |
| Madison Wealth Partners, Inc | 2.01% | Reduce -5.2% | 32,751 | $5.5M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Reduce -24.1% | 39,112 | $5.5M |
| Carmichael Hill & Associates, Inc. | 2.28% | Add +5.2% | 32,658 | $5.5M |
| Stelac Advisory Services LLC | 2.59% | Add +5.7% | 32,530 | $5.5M |
| Ameliora Wealth Management Ltd. | 2.50% | Reduce -2.3% | 32,517 | $5.5M |
| Centaurus Financial, Inc. | 0.39% | Add +3.6% | 32,489 | $5.5M |
| NDWM LLC | 5.01% | Add +2.9% | 32,463 | $5.5M |
| HB Wealth Management, LLC | 0.07% | Add +5.0% | 32,354 | $5.5M |
| Bryn Mawr Trust Advisors, LLC | 0.31% | Reduce -14.7% | 32,312 | $5.5M |
| Ameritas Advisory Services, LLC | 0.23% | Add +146.3% | 33,389 | $5.5M |
| Oxbow Advisors, LLC | 0.78% | Add +0.8% | 32,278 | $5.5M |
| Central Asset Investments & Management Holdings (HK) Ltd | 6.58% | Reduce -40.7% | 32,250 | $5.5M |
| Gries Financial LLC | 0.91% | Add +124.0% | 32,112 | $5.4M |
| Smith, Moore & Co. | 0.58% | Add +1.3% | 32,070 | $5.4M |
| Connectus Wealth, LLC | 0.15% | Reduce -17.4% | 32,018 | $5.4M |
| Horizon Wealth Management, LLC | 1.40% | Reduce -0.2% | 31,753 | $5.4M |
| Modus Advisors, LLC | 1.98% | Add +6.2% | 31,563 | $5.3M |
| LM Advisors LLC | 0.94% | Add +56.3% | 33,290 | $5.3M |
| Redhawk Wealth Advisors, Inc. | 0.87% | Reduce -0.3% | 31,484 | $5.3M |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 31,462 | $5.3M |
| First National Trust Co | 0.22% | Add +11.0% | 31,456 | $5.3M |
| Prospera Financial Services Inc | 0.16% | Reduce -27.1% | 31,436 | $5.3M |
| Cohen & Steers, Inc. | 0.01% | Reduce -20.4% | 31,223 | $5.3M |
| IMC-Chicago, LLC | 0.18% | New | 31,069 | $5.3M |
| Shapiro Capital Management LLC | 0.14% | New | 30,600 | $5.2M |
| TMD Wealth Management, LLC | 1.20% | Reduce -57.8% | 30,458 | $5.2M |
| Birchcreek Wealth Management, LLC | 2.71% | Add +3.4% | 30,424 | $5.2M |
| Benchmark Financial Wealth Advisors, LLC | 1.97% | Reduce -9.6% | 30,410 | $5.2M |
| Stone House Investment Management, LLC | 1.21% | Reduce -65.6% | 30,338 | $5.1M |
| GFS Advisors, LLC | 0.85% | Reduce -1.6% | 30,283 | $5.1M |
| Dupree Financial Group, LLC | 2.41% | Add +1.7% | 30,105 | $5.1M |
| Milestone Investment Advisors LLC | 1.37% | Reduce -1.0% | 29,983 | $5.1M |
| Access Financial Services, Inc. | 2.27% | Add +31.5% | 29,925 | $5.1M |
| Zacks Investment Management | 0.05% | Add +490.1% | 29,849 | $5.1M |
| WealthPLAN Partners, LLC | 0.52% | Add +6.1% | 29,711 | $5.0M |
| 9258 Wealth Management, LLC | 0.78% | Reduce -4.8% | 29,602 | $5.0M |
| Market Street Wealth Management Advisors LLC | 0.87% | Reduce -2.6% | 29,181 | $4.9M |
| Clarus Wealth Advisors | 2.79% | Reduce -59.5% | 29,928 | $4.9M |
| Bcwm, LLC | 1.69% | New | 29,035 | $4.9M |
| Legacy Edge Advisors, LLC | 1.02% | Add +6.9% | 28,836 | $4.9M |
| Heritage Trust Co | 0.65% | Add +6.8% | 28,640 | $4.9M |
| Sage Capital Management, LLC | 2.61% | Add +0.0% | 28,448 | $4.8M |
| Insigneo Advisory Services, LLC | 0.57% | Add +58.0% | 28,139 | $4.8M |
| General American Investors Co. Inc. | 0.35% | No change | 28,111 | $4.8M |
| Black Maple Capital Management LP | 3.17% | New | 28,100 | $4.8M |
| Level Four Advisory Services, LLC | 0.26% | No change | 30,115 | $4.8M |
| Spire Wealth Management | 0.09% | Add +2.3% | 27,937 | $4.7M |
| LYNX Capital Group Ltd. | 3.16% | Add +9.1% | 27,653 | $4.7M |
| CapWealth Advisors, LLC | 0.52% | Add +7.3% | 27,428 | $4.6M |
| Wellspring Financial Advisors, LLC | 0.73% | Reduce -7.4% | 27,331 | $4.6M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +17.2% | 27,110 | $4.6M |
| Menora Mivtachim Holdings LTD. | 0.03% | Add +17.4% | 27,000 | $4.6M |
| Fulton Breakefield Broenniman LLC | 0.35% | Reduce -1.7% | 26,892 | $4.6M |
| Erste Asset Management GmbH | 0.06% | Reduce -0.8% | 26,870 | $4.6M |
| Lake Street Private Wealth, LLC | 0.63% | Reduce -3.2% | 26,826 | $4.5M |
| Sard Wealth Management Group, LLC | 4.09% | Add +29.4% | 26,733 | $4.5M |
| Park Place Capital Corp | 1.62% | Add +108.0% | 26,642 | $4.5M |
| Dana Investment Advisors, Inc. | 0.15% | Reduce -1.3% | 26,440 | $4.5M |
| Modern Wealth Management, LLC | 0.42% | Reduce -15.9% | 26,418 | $4.5M |
| Wakefield Asset Management LLLP | 1.55% | Add +3.0% | 26,389 | $4.5M |
| Parkside Investments, LLC | 0.71% | Add +76.5% | 26,322 | $4.5M |
| Focus Financial Network, Inc. | 0.22% | — | 27,980 | $4.5M |
| Lester Murray Antman dba SimplyRich | 1.42% | No change | 26,011 | $4.4M |
| Personal Cfo Solutions, LLC | 0.68% | Add +595.8% | 25,854 | $4.4M |
| Agf Management Ltd. | 0.02% | Add +59.9% | 25,836 | $4.4M |
| Bokf, NA | 0.08% | Add +4.8% | 25,989 | $4.4M |
| StoneCrest Wealth Management, Inc. | 3.78% | Add +1.0% | 25,788 | $4.4M |
| Independent Financial Group, LLC | 0.20% | Add +14.4% | 25,499 | $4.3M |
| Orion Capital Management LLC | 2.30% | Add +1.8% | 25,450 | $4.3M |
| New Insight Wealth Advisors | 2.66% | Reduce -4.2% | 25,195 | $4.3M |
| Defined Wealth Management, LLC | 3.06% | Reduce -0.0% | 25,175 | $4.3M |
| Capitol Family Office, Inc. | 5.51% | Reduce -4.1% | 25,165 | $4.3M |
| Smith Anglin Financial, LLC | 0.44% | Reduce -2.6% | 25,112 | $4.3M |
| Ethos Financial Group, LLC | 0.81% | Add +17.3% | 24,716 | $4.2M |
| Brightwater Advisory LLC | 3.40% | Reduce -0.6% | 24,994 | $4.2M |
| Beck Bode, LLC | 0.86% | Reduce -13.8% | 24,808 | $4.2M |
| TAP Consulting, LLC | 0.91% | Add +3.2% | 24,527 | $4.2M |
| Magnus Financial Group LLC | 0.49% | Add +0.5% | 24,362 | $4.1M |
| Pinnacle Wealth Management Group, Inc. | 3.04% | Add +326.6% | 24,192 | $4.1M |
| First United Bank & Trust | 1.51% | Add +6.1% | 24,145 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +10.6% | 24,100 | $4.1M |
| Hartline Investment Corp./ | 0.72% | New | 24,094 | $4.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.72% | Add +5.2% | 24,094 | $4.1M |
| Stock Yards Bank & Trust Co. | 0.13% | Add +13.4% | 24,048 | $4.1M |
| Highland Capital Management, LLC | 0.23% | Reduce -8.0% | 23,963 | $4.1M |
| Freedom Investment Management, Inc. | 0.32% | New | 23,893 | $4.0M |
| RMR Capital Management, LLC | 4.02% | Reduce -1.2% | 23,874 | $4.0M |
| Moloney Securities Asset Management, LLC | 0.61% | Add +0.9% | 23,771 | $4.0M |
| Apollon Wealth Management, LLC | 0.13% | Reduce -11.1% | 23,770 | $4.0M |
| Belpointe Asset Management LLC | 0.30% | Reduce -64.3% | 23,743 | $4.0M |
| CM Wealth Advisors LLC | 1.14% | Add +1.1% | 24,294 | $4.0M |
| Berkshire Money Management, Inc. | 0.48% | Reduce -7.5% | 23,394 | $4.0M |
| St. Louis Trust Co | 0.62% | No change | 24,395 | $4.0M |
| Mutual Advisors, LLC | 0.13% | Reduce -62.5% | 23,349 | $4.0M |
| FineMark National Bank & Trust | 0.15% | Add +2.6% | 23,296 | $3.9M |
| Lyell Wealth Management, LP | 0.40% | Add +0.6% | 23,262 | $3.9M |
| Legacy Private Trust Co. | 0.29% | Reduce -2.3% | 23,254 | $3.9M |
| Snowden Capital Advisors LLC | 0.12% | Reduce -54.2% | 23,200 | $3.9M |
| Raffa Wealth Management, LLC | 1.17% | Add +0.4% | 23,200 | $3.9M |
| First Hawaiian Bank | 0.12% | No change | 23,163 | $3.9M |
| Sowell Financial Services LLC | 0.18% | Reduce -0.6% | 23,110 | $3.9M |
| Strategic Wealth Partners Group, LLC | 0.43% | Reduce -1.7% | 22,859 | $3.9M |
| Roger Wittlin Investment Advisory, LLC | 2.71% | Reduce -6.5% | 22,783 | $3.9M |
| RFG Advisory, LLC | 0.13% | Add +11.7% | 22,582 | $3.8M |
| Azimuth Capital Investment Management LLC | 0.16% | New | 22,565 | $3.8M |
| Dorsey & Whitney Trust CO LLC | 0.26% | Reduce -0.1% | 22,405 | $3.8M |
| Archford Capital Strategies, LLC | 0.64% | Reduce -0.5% | 22,360 | $3.8M |
| Stone Summit Wealth LLC | 1.31% | Add +45.4% | 22,237 | $3.8M |
| Principal Securities, Inc. | 0.12% | Add +5.2% | 22,225 | $3.8M |
| CRA Financial Services, LLC | 0.82% | Add +7.0% | 22,222 | $3.8M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +1.4% | 22,150 | $3.8M |
| Oarsman Capital, Inc. | 0.89% | Add +688.0% | 21,992 | $3.7M |
| Ironwood Financial, llc | 0.86% | Add +19.0% | 21,965 | $3.7M |
| PCG Wealth Advisors, LLC | 1.77% | Reduce -12.3% | 21,933 | $3.7M |
| National Philanthropic Trust | 0.08% | Reduce -0.1% | 21,920 | $3.7M |
| Williams Jones Wealth Management, LLC. | 0.05% | Reduce -0.8% | 21,852 | $3.7M |
| Keystone Financial Group | 0.54% | Reduce -5.0% | 21,783 | $3.7M |
| HBW Advisory Services LLC | 0.69% | No change | 23,336 | $3.7M |
| Strategy Asset Managers LLC | 0.79% | Add +6.8% | 21,732 | $3.7M |
| Summit Financial Wealth Advisors, LLC | 0.74% | Reduce -0.4% | 21,707 | $3.7M |
| RIA Advisory Group LLC | 1.48% | New | 21,597 | $3.7M |
| Pinnacle Financial Partners Inc | 0.08% | Add +14.7% | 21,523 | $3.6M |
| Guidance Capital, Inc. | 1.34% | Add +39.4% | 22,696 | $3.6M |
| Private Client Services, LLC | 2.45% | Add +23.6% | 21,505 | $3.6M |
| Wick Capital Partners, LLC | 3.50% | Reduce -3.7% | 21,317 | $3.6M |
| Van Leeuwen & Company, LLC | 1.82% | Add +1.8% | 21,238 | $3.6M |
| Legacy Capital Group California, Inc. | 1.32% | Reduce -5.6% | 21,150 | $3.6M |
| Steel Grove Capital Advisors, LLC | 0.47% | Add +81.4% | 20,950 | $3.5M |
| Gateway Wealth Partners, LLC | 1.27% | Add +1476.5% | 20,842 | $3.5M |
| Ciovacco Capital Management LLC | 2.36% | Add +16.1% | 20,733 | $3.5M |
| Shoker Investment Counsel, Inc. | 1.25% | Add +6.0% | 20,847 | $3.5M |
| Acima Private Wealth, LLC | 1.29% | Add +1404.1% | 20,636 | $3.5M |
| Gateway Advisory, LLC | 0.61% | Add +2.0% | 20,588 | $3.5M |
| CoreCap Advisors, LLC | 0.18% | Reduce -32.3% | 20,489 | $3.5M |
| Dagco, Inc. | 1.57% | New | 20,409 | $3.5M |
| Hart & Patterson Financial Group LLC | 1.70% | Reduce -60.5% | 20,313 | $3.4M |
| Evolution Wealth Advisors, LLC | 0.66% | No change | 20,220 | $3.4M |
| Hilltop Holdings Inc. | 0.38% | Add +0.0% | 20,127 | $3.4M |
| Counterweight Ventures, LLC | 2.74% | New | 20,092 | $3.4M |
| Viawealth, LLC | 2.12% | Add +39.4% | 20,033 | $3.4M |
| Roundview Capital LLC | 0.28% | Reduce -7.0% | 19,968 | $3.4M |
| First National Bank of Mount Dora, Trust Investment Services | 0.82% | No change | 19,927 | $3.4M |
| Arkos Global Advisors | 0.56% | Add +0.1% | 19,793 | $3.4M |
| Diversify Advisory Services, LLC | 0.20% | — | 19,858 | $3.3M |
| Caprock Group, LLC | 0.19% | Add +3.3% | 19,675 | $3.3M |
| Cordgrass Capital Advisors, LLC | 1.03% | Reduce -0.1% | 19,539 | $3.3M |
| AE Wealth Management LLC | 0.04% | Reduce -90.7% | 19,501 | $3.3M |
| O'ROURKE & COMPANY, Inc | 1.92% | Add +10.3% | 19,497 | $3.3M |
| Lake Hills Wealth Management, LLC | 2.96% | New | 19,408 | $3.3M |
| Alta Wealth Advisors LLC | 1.66% | Add +39.7% | 19,287 | $3.3M |
| Silver Oak Securities, Incorporated | 0.50% | Add +123.1% | 19,183 | $3.2M |
| Mgo One Seven LLC | 0.17% | Reduce -14.0% | 19,180 | $3.2M |
| Krilogy Financial LLC | 0.25% | Add +26.5% | 19,116 | $3.2M |
| Gator Capital Management, LLC | 1.66% | Add +0.1% | 19,099 | $3.2M |
| Investment Advisory Services Inc. /TX | 1.18% | Add +1.3% | 19,047 | $3.2M |
| Lunt Capital Management, Inc. | 1.60% | Add +50.9% | 19,022 | $3.2M |
| Baker Ellis Asset Management LLC | 0.48% | Reduce -1.6% | 18,939 | $3.2M |
| Cannell & Spears LLC | 0.07% | Add +104.4% | 18,781 | $3.2M |
| Jaffetilchin Investment Partners, LLC | 0.28% | Reduce -65.8% | 18,682 | $3.2M |
| Thoroughbred Financial Services, LLC | 0.30% | Reduce -24.2% | 18,680 | $3.2M |
| Jacobi Capital Management LLC | 0.29% | Add +16.2% | 18,638 | $3.2M |
| Prostatis Group LLC | 1.20% | Add +0.6% | 18,629 | $3.2M |
| Paces Ferry Wealth Advisors, LLC | 2.01% | Add +10.9% | 18,567 | $3.1M |
| Meridian Investment Counsel Inc. | 1.04% | Add +1.7% | 18,429 | $3.1M |
| Abbrea Capital, LLC | 0.41% | Add +1.8% | 18,410 | $3.1M |
| Wealthfront Advisers LLC | 0.01% | Add +90.3% | 18,347 | $3.1M |
| Bouchey Financial Group, Ltd. | 0.30% | Reduce -2.0% | 18,218 | $3.1M |
| Cherry Tree Wealth Management, LLC | 0.78% | Add +26.5% | 18,213 | $3.1M |
| Pettyjohn, Wood & White, Inc. | 0.61% | Add +35.0% | 18,065 | $3.1M |
| Ironsides Asset Advisors, LLC | 1.05% | No change | 18,035 | $3.1M |
| GM Advisory Group, LLC | 0.21% | Add +310.2% | 18,008 | $3.1M |
| Bison Wealth, LLC | 0.49% | Reduce -4.3% | 17,833 | $3.0M |
| Elevation Wealth Partners, LLC | 1.51% | Add +46.1% | 17,790 | $3.0M |
| PFG Advisors | 0.22% | Add +24.9% | 17,743 | $3.0M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +3.1% | 17,529 | $3.0M |
| Martel Wealth Advisors LLC | 0.64% | Add +4.3% | 17,518 | $3.0M |
| Global Financial Private Client, LLC | 1.28% | Add +5.3% | 17,616 | $3.0M |
| Verity Asset Management, Inc. | 1.64% | Add +1.2% | 17,380 | $2.9M |
| Ted Buchan & Co | 1.80% | Add +6.2% | 17,339 | $2.9M |
| Meridian Financial Advisors, LLC | 2.19% | Add +7.4% | 17,310 | $2.9M |
| Quest Investment Management LLC | 0.32% | Reduce -1.6% | 17,137 | $2.9M |
| First National Bank Sioux Falls | 1.58% | Reduce -0.4% | 17,099 | $2.9M |
| Ausdal Financial Partners, Inc. | 0.34% | Add +32.4% | 17,093 | $2.9M |
| KPP Advisory Services LLC | 0.79% | New | 17,055 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.15% | Add +0.6% | 16,990 | $2.9M |
| Telos Capital Management, Inc. | 0.32% | Add +1.1% | 16,929 | $2.9M |
| Waterford Advisors, LLC | 1.22% | Reduce -1.5% | 16,927 | $2.9M |
| Maltin Wealth Management, Inc. | 1.61% | Add +18.0% | 16,890 | $2.9M |
| Central Pacific Bank - Trust Division | 0.37% | — | 16,985 | $2.9M |
| Peak Planning Group, LLC | 1.78% | Add +6.9% | 16,800 | $2.8M |
| Alpha Omega Wealth Management LLC | 0.53% | Reduce -1.0% | 16,717 | $2.8M |
| Clear Harbor Asset Management, LLC | 0.25% | Reduce -2.5% | 16,639 | $2.8M |
| Schrum Private Wealth Management LLC | 2.54% | Add +6.0% | 16,508 | $2.8M |
| Mosaic Financial Group, LLC | 2.23% | — | 16,471 | $2.8M |
| Garner Asset Management Corp | 1.05% | New | 16,297 | $2.8M |
| Private Trust Co. NA | 0.30% | Add +0.9% | 16,164 | $2.7M |
| Klingman & Associates, LLC | 0.20% | Add +0.5% | 16,137 | $2.7M |
| Lane & Associates LLC | 1.71% | Add +17.3% | 16,018 | $2.7M |
| Bricktown Capital, LLC | 0.55% | Reduce -95.0% | 15,940 | $2.7M |
| Marshall Financial Group, LLC | 0.78% | New | 15,925 | $2.7M |
| Bailard, Inc. | 0.07% | Add +0.0% | 15,925 | $2.7M |
| Farther Finance Advisors, LLC | 0.16% | Add +901.4% | 15,922 | $2.7M |
| Hancock Whitney Corp. | 0.09% | Reduce -1.6% | 15,820 | $2.7M |
| Delta Investment Management, LLC | 0.61% | Add +0.2% | 15,780 | $2.7M |
| Marino, Stram & Associates LLC | 0.63% | Add +82.0% | 15,760 | $2.7M |
| Lanark Financial, Inc. | 0.25% | Reduce -1.7% | 15,719 | $2.7M |
| First PREMIER Bank | 0.70% | Add +23.2% | 15,684 | $2.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.62% | Add +2.2% | 15,637 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +18.3% | 15,622 | $2.6M |
| Founders Financial Securities LLC | 0.28% | New | 15,585 | $2.6M |
| Cambridge Capital Management, LLC | 2.06% | Reduce -2.9% | 15,570 | $2.6M |
| Alpha Cubed Investments, LLC | 0.14% | Reduce -17.5% | 15,559 | $2.6M |
| Walleye Capital LLC | 0.03% | Reduce -26.7% | 15,500 | $2.6M |
| Tranquility Partners, LLC | 1.01% | Reduce -2.2% | 15,497 | $2.6M |
| Fortune Financial Advisors, LLC | 1.66% | Reduce -2.0% | 15,426 | $2.6M |
| Cahill Financial Advisors Inc. | 0.36% | Reduce -31.8% | 15,387 | $2.6M |
| PFG Investments, LLC | 0.16% | Add +183.6% | 15,333 | $2.6M |
| TrueWealth Advisors, LLC | 1.00% | Add +51.3% | 15,313 | $2.6M |
| Bantamac Capital, LLC | 1.46% | No change | 15,167 | $2.6M |
| Avestar Capital, LLC | 0.29% | Add +1046.7% | 15,091 | $2.6M |
| Apexium Financial, LP | 0.19% | Add +1.1% | 15,077 | $2.6M |
| Arq Wealth Advisors, LLC | 1.11% | Reduce -67.0% | 15,031 | $2.5M |
| Veery Capital, LLC | 1.04% | Add +22.1% | 15,005 | $2.5M |
| M&T Bank Corp | 0.01% | Add +32.7% | 14,914 | $2.5M |
| Patten & Patten Inc. | 0.18% | Add +9.4% | 14,779 | $2.5M |
| Institutional & Family Asset Management, LLC | 0.40% | Add +122400.0% | 14,700 | $2.5M |
| Godshalk Welsh Capital Management, Inc. | 1.67% | Reduce -0.1% | 14,685 | $2.5M |
| Osborne Partners Capital Management, LLC | 0.15% | Reduce -7.6% | 14,638 | $2.5M |
| Marco Investment Management LLC | 0.23% | Add +2.6% | 14,611 | $2.5M |
| CreativeOne Wealth, LLC | 0.10% | Add +48.9% | 14,604 | $2.5M |
| Acorn Wealth Advisors, LLC | 1.29% | Add +0.5% | 14,589 | $2.5M |
| Rhumbline Advisers | 0.00% | Reduce -2.1% | 14,568 | $2.5M |
| ProVise Management Group, LLC | 0.21% | Add +3.3% | 14,561 | $2.5M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.64% | Reduce -0.8% | 14,539 | $2.5M |
| Monument Capital Management | 0.71% | Reduce -1.4% | 14,541 | $2.5M |
| WealthShield Partners, LLC | 0.40% | Reduce -38.1% | 14,460 | $2.4M |
| Walleye Trading LLC | 0.04% | Add +0.6% | 14,373 | $2.4M |
| BOK Financial Private Wealth, Inc. | 0.18% | Reduce -13.6% | 14,307 | $2.4M |
| First Merchants Corp. | 0.18% | Reduce -6.8% | 14,145 | $2.4M |
| Creative Financial Designs Inc. | 0.23% | Add +62.5% | 14,140 | $2.4M |
| Sunpointe, LLC | 2.66% | Add +19.0% | 14,108 | $2.4M |
| Sharkey, Howes & Javer | 0.39% | Add +0.0% | 14,101 | $2.4M |
| MTM Investment Management, LLC | 0.98% | Reduce -7.2% | 14,033 | $2.4M |
| Kingsview Wealth Management, LLC | 0.06% | Add +0.6% | 14,029 | $2.4M |
| Factorial Partners, LLC | 1.35% | Add +0.7% | 14,000 | $2.4M |
| Outlook Wealth Advisors, LLC | 0.73% | Reduce -24.4% | 13,939 | $2.4M |
| Sowa Financial Group, Inc. | 1.92% | No change | 14,944 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.14% | Reduce -44.2% | 13,921 | $2.4M |
| KWB Wealth | 0.32% | Reduce -4.4% | 13,852 | $2.3M |
| Freestone Capital Holdings, LLC | 0.09% | Add +0.1% | 13,715 | $2.3M |
| MJP Associates Inc. | 0.50% | Reduce -21.2% | 13,693 | $2.3M |
| Dodds Wealth, LLC | 0.94% | Add +36.7% | 13,607 | $2.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -87.0% | 13,600 | $2.3M |
| Voisard Asset Management Group, Inc. | 1.28% | Add +92.2% | 13,415 | $2.3M |
| Atlas Wealth LLC | 1.85% | Add +63.7% | 13,394 | $2.3M |
| Twelve Points Wealth Management LLC | 0.83% | Add +1.4% | 13,357 | $2.3M |
| Heritage Wealth Advisors | 0.10% | Reduce -1.9% | 13,242 | $2.2M |
| Burns J W & Co. Inc. | 0.31% | Reduce -1.1% | 13,218 | $2.2M |
| Darwin Wealth Management, LLC | 0.62% | Add +0.5% | 13,201 | $2.2M |
| Rothschild Investment LLC | 0.16% | Add +48.4% | 13,199 | $2.2M |
| Arkadios Wealth Advisors | 0.17% | Add +7.2% | 13,168 | $2.2M |
| Boothe Investment Group, Inc. | 1.12% | Add +0.9% | 13,086 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.2% | 13,070 | $2.2M |
| Conservest Capital Advisors, Inc. | 0.23% | Add +17.1% | 13,039 | $2.2M |
| Venturi Wealth Management, LLC | 0.14% | Add +211.2% | 12,998 | $2.2M |
| Discovery Capital Management, LLC / CT | 0.31% | Reduce -88.0% | 12,975 | $2.2M |
| First Interstate Bank | 0.15% | Add +74.1% | 12,975 | $2.2M |
| Kennicott Capital Management LLC | 0.96% | Add +0.3% | 12,874 | $2.2M |
| Triangle Securities Wealth Management | 0.62% | Reduce -0.2% | 12,796 | $2.2M |
| Fifth Third Bancorp | 0.01% | Add +4.2% | 12,739 | $2.2M |
| Laraway Financial Advisors Inc | 1.90% | Reduce -1.5% | 12,731 | $2.2M |
| First Heartland Consultants, Inc. | 0.22% | Add +40.2% | 12,668 | $2.1M |
| Wealthspire Advisors, LLC | 0.03% | Add +2.1% | 12,648 | $2.1M |
| L.M. Kohn & Company | 0.60% | Add +1.6% | 12,514 | $2.1M |
| Flagship Private Wealth, LLC | 1.37% | Add +43.6% | 12,506 | $2.1M |
| Helios Capital Management Pte. Ltd. | 1.49% | No change | 12,500 | $2.1M |
| Red Door Wealth Management, LLC | 0.41% | No change | 12,469 | $2.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.11% | Add +2.1% | 12,379 | $2.1M |
| Arcus Capital Partners, LLC | 0.66% | Add +120.6% | 12,322 | $2.1M |
| 360 Financial, Inc. | 0.81% | Reduce -4.3% | 12,319 | $2.1M |
| Meadow Creek Wealth Advisors LLC | 1.45% | Add +6.2% | 12,280 | $2.1M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +5.9% | 12,236 | $2.1M |
| Richard W. Paul & Associates, LLC | 0.82% | Reduce -15.8% | 12,181 | $2.1M |
| Diversified Trust Co. | 0.06% | Reduce -1.0% | 12,162 | $2.1M |
| EPG Wealth Management LLC | 0.50% | Add +0.9% | 12,142 | $2.1M |
| Coastline Trust Co | 0.25% | Reduce -14.6% | 12,024 | $2.0M |
| BTC Capital Management, Inc. | 0.19% | — | 12,000 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.16% | No change | 11,980 | $2.0M |
| Headlands Technologies LLC | 0.48% | Add +4211.3% | 11,813 | $2.0M |
| Tiaa Trust, National Association | 0.01% | Add +16.8% | 11,809 | $2.0M |
| BKM Wealth Management, LLC | 0.86% | Reduce -26.5% | 11,770 | $2.0M |
| Chicago Partners Investment Group LLC | 0.08% | Add +0.0% | 12,168 | $2.0M |
| Advisory Research Inc. | 0.39% | Add +0.5% | 11,634 | $2.0M |
| Main Street Financial Solutions, LLC | 0.21% | Reduce -1.3% | 11,615 | $2.0M |
| Simmons Bank | 0.15% | Add +31.5% | 11,521 | $2.0M |
| Evoke Wealth, LLC | 0.06% | New | 11,513 | $1.9M |
| Asset Allocation & Management Company, LLC | 1.27% | No change | 11,468 | $1.9M |
| Transamerica Financial Advisors, LLC | 0.20% | Reduce -0.4% | 11,465 | $1.9M |
| American Investment Services, Inc. | 0.34% | Reduce -2.0% | 11,464 | $1.9M |
| Davis R M Inc. | 0.04% | Reduce -14.2% | 11,439 | $1.9M |
| Whittier Trust Co. | 0.03% | Reduce -11.4% | 11,402 | $1.9M |
| Deutsche Bank AG | 0.00% | Add +23.8% | 11,360 | $1.9M |
| Braun-Bostich & Associates Inc. | 1.59% | Reduce -55.1% | 11,215 | $1.9M |
| Farmers National Bank | 0.56% | New | 11,122 | $1.9M |
| Grant/GrossMendelsohn, LLC | 0.88% | Add +2.0% | 11,245 | $1.9M |
| Circle Wealth Management, LLC | 0.05% | No change | 11,054 | $1.9M |
| Miller Investment Management, LP | 0.24% | No change | 10,947 | $1.9M |
| NCM Capital Management, LLC | 1.04% | Reduce -6.0% | 10,915 | $1.8M |
| Pine Valley Investments Ltd Liability Co | 0.14% | Add +68.2% | 10,849 | $1.8M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +723.3% | 10,835 | $1.8M |
| CoreFirst Bank & Trust | 1.13% | Reduce -4.7% | 10,709 | $1.8M |
| Curi Capital, LLC | 0.04% | Add +256.1% | 10,653 | $1.8M |
| Sunbelt Securities, Inc. | 0.20% | Add +5.0% | 10,645 | $1.8M |
| International Assets Investment Management, LLC | 0.19% | Add +60.7% | 10,700 | $1.8M |
| Atom Investors LP | 0.23% | Add +15.1% | 10,622 | $1.8M |
| Parisi Gray Wealth Management | 0.67% | Add +0.7% | 10,472 | $1.8M |
| Cary Street Partners Asset Management LLC | 0.27% | Reduce -6.4% | 10,399 | $1.8M |
| Biondo Investment Advisors, LLC | 0.27% | Add +0.9% | 10,323 | $1.7M |
| Mark Sheptoff Financial Planning, LLC | 0.97% | Add +2188.7% | 10,299 | $1.7M |
| Baldwin Investment Management, LLC | 0.24% | Add +40.6% | 10,298 | $1.7M |
| Spotlight Asset Group, Inc. | 1.23% | New | 10,126 | $1.7M |
| Kickstand Ventures, Llc. | 0.48% | Reduce -16.1% | 10,060 | $1.7M |
| SkyView Investment Advisors, LLC | 0.31% | Reduce -16.7% | 10,000 | $1.7M |
| Glaxis Capital Management, LLC | 3.17% | New | 10,000 | $1.7M |
| Nicolet Bankshares Inc. | 0.35% | Reduce -4.4% | 9,927 | $1.7M |
| Global Assets Advisory, LLC | 1.01% | New | 9,971 | $1.7M |
| Blue Chip Partners, LLC | 0.16% | Reduce -59.4% | 9,904 | $1.7M |
| Steward Partners Investment Solutions, LLC | 0.28% | New | 9,694 | $1.6M |
| Johnson Investment Counsel Inc. | 0.02% | Add +20.1% | 9,663 | $1.6M |
| Cape Investment Advisory, Inc. | 0.77% | Add +180.3% | 9,661 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Reduce -1.4% | 9,625 | $1.6M |
| Cowa, LLC | 0.96% | Add +49.2% | 9,586 | $1.6M |
| RDA Financial Network | 0.56% | Reduce -5.8% | 9,585 | $1.6M |
| Root Financial Partners, LLC | 0.48% | Add +21.4% | 9,562 | $1.6M |
| Excalibur Management Corp. | 0.69% | Add +27.8% | 9,549 | $1.6M |
| Perennial Investment Advisors, LLC | 0.25% | Reduce -71.3% | 9,541 | $1.6M |
| World Investment Advisors | 0.23% | Reduce -54.5% | 7,212 | $1.6M |
| Tranquilli Financial Advisor LLC | 1.06% | Add +37.6% | 9,427 | $1.6M |
| Seelaus Asset Management LLC | 1.63% | Reduce -11.2% | 9,416 | $1.6M |
| Pinnacle Wealth Planning Services, Inc. | 0.23% | Reduce -1.5% | 9,399 | $1.6M |
| WMS Partners, LLC | 0.11% | Reduce -0.8% | 9,381 | $1.6M |
| Gilman Hill Asset Management, LLC | 0.28% | Reduce -1.8% | 9,356 | $1.6M |
| Carret Asset Management, LLC | 0.19% | Add +22.2% | 9,355 | $1.6M |
| Eagle Strategies LLC | 0.35% | New | 9,341 | $1.6M |
| Townsquare Capital LLC | 0.02% | Reduce -80.8% | 9,334 | $1.6M |
| New Potomac Partners, LLC | 0.88% | Add +3.6% | 9,327 | $1.6M |
| AlphaStar Capital Management, LLC | 0.16% | Reduce -67.4% | 9,298 | $1.6M |
| Financial Insights, Inc. | 0.45% | Reduce -1.2% | 9,286 | $1.6M |
| Mycio Wealth Partners, LLC | 0.40% | Add +92.4% | 9,278 | $1.6M |
| Merit Financial Group, LLC | 0.04% | Reduce -12.2% | 9,533 | $1.6M |
| Carr Financial Group Corp | 0.52% | Add +4.2% | 9,149 | $1.5M |
| JT Stratford LLC | 0.31% | Reduce -16.9% | 9,135 | $1.5M |
| Tsfg, LLC | 0.39% | Add +0.0% | 9,128 | $1.5M |
| LGL Partners, LLC | 0.26% | Add +0.4% | 9,124 | $1.5M |
| Citizens Financial Group Inc. | 0.05% | Add +213.3% | 9,093 | $1.5M |
| Buckingham Strategic Wealth, LLC | 0.02% | Add +16.2% | 9,058 | $1.5M |
| CMG Global Holdings, LLC | 1.05% | Add +5.3% | 9,020 | $1.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -69.5% | 9,010 | $1.5M |
| Catalina Capital Group, LLC | 0.65% | Add +132.4% | 8,953 | $1.5M |
| Prairiewood Capital, LLC | 0.71% | No change | 8,915 | $1.5M |
| Perkins Coie Trust Co | 0.35% | Reduce -10.8% | 8,907 | $1.5M |
| Graypoint LLC | 0.11% | No change | 8,900 | $1.5M |
| Sykon Capital LLC | 0.54% | New | 8,875 | $1.5M |
| American Institute for Advanced Investment Management, LLP | 1.19% | Reduce -3.5% | 8,861 | $1.5M |
| BigSur Wealth Management LLC | 0.47% | Add +941.2% | 8,850 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.59% | Reduce -0.2% | 8,777 | $1.5M |
| American Capital Advisory, LLC | 1.30% | Reduce -15.8% | 10,259 | $1.5M |
| Financial Counselors Inc. | 0.02% | Reduce -13.6% | 8,739 | $1.5M |
| Montis Financial, LLC | 0.70% | Add +215.9% | 8,723 | $1.5M |
| EagleClaw Capital Managment, LLC | 0.27% | Add +14.2% | 8,670 | $1.5M |
| McElhenny Sheffield Capital Management, LLC | 0.52% | Reduce -15.6% | 8,663 | $1.5M |
| Diligent Investors, LLC | 0.37% | Add +5.9% | 8,642 | $1.5M |
| Good Life Advisors, LLC | 0.13% | Reduce -4.6% | 8,637 | $1.5M |
| SlateStone Wealth, LLC | 0.15% | Add +24.9% | 8,621 | $1.5M |
| Van Hulzen Asset Management, LLC | 0.10% | Add +54.0% | 8,622 | $1.5M |
| Savant Capital, LLC | 0.02% | Add +4.3% | 8,597 | $1.5M |
| HBK Sorce Advisory LLC | 0.05% | Reduce -7.8% | 8,563 | $1.5M |
| Vertex Planning Partners, LLC | 0.40% | Reduce -0.5% | 8,523 | $1.4M |
| Beaton Management Co. Inc. | 0.79% | Reduce -1.2% | 8,514 | $1.4M |
| Intellectus Partners, LLC | 0.38% | Add +1.8% | 8,472 | $1.4M |
| Western Wealth Management, LLC | 0.11% | Reduce -13.9% | 8,441 | $1.4M |
| Evermay Wealth Management LLC | 0.22% | Add +14.3% | 8,440 | $1.4M |
| GeoWealth Management, LLC | 0.06% | Reduce -84.9% | 8,408 | $1.4M |
| AQR Capital Management | 0.00% | New | 8,375 | $1.4M |
| Guyasuta Investment Advisors Inc. | 0.10% | No change | 8,977 | $1.4M |
| Edge Capital Group, LLC | 0.07% | Reduce -28.2% | 8,320 | $1.4M |
| ICA Group Wealth Management, LLC | 0.28% | Reduce -1.2% | 8,288 | $1.4M |
| Accurate Wealth Management, LLC | 0.41% | Reduce -16.6% | 8,731 | $1.4M |
| Patten Group, Inc. | 0.34% | Add +0.5% | 8,224 | $1.4M |
| JGP Wealth Management, LLC | 0.20% | Add +11.1% | 8,200 | $1.4M |
| Kowal Investment Group, LLC | 0.30% | New | 8,177 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Add +8.5% | 8,119 | $1.4M |
| Tidal Investments LLC | 0.02% | Add +407.8% | 8,099 | $1.4M |
| Prelude Capital Management, LLC | 0.09% | Reduce -45.0% | 8,085 | $1.4M |
| Trueblood Wealth Management, LLC | 0.78% | Add +6.1% | 8,047 | $1.4M |
| Fortis Capital Advisors, LLC | 0.57% | Add +103.2% | 8,025 | $1.4M |
| MN Wealth Advisors, LLC | 0.84% | New | 8,024 | $1.4M |
| Consolidated Portfolio Review Corp | 0.36% | Reduce -28.0% | 7,999 | $1.4M |
| Hartford Financial Management Inc. | 0.29% | Reduce -10.3% | 7,978 | $1.4M |
| Visionary Wealth Advisors | 0.09% | Add +119.6% | 7,973 | $1.4M |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 7,970 | $1.3M |
| Sandbox Financial Partners, LLC | 0.57% | Add +28.1% | 7,962 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.11% | Reduce -14.2% | 7,937 | $1.3M |
| Phoenix Wealth Advisors | 0.81% | New | 7,895 | $1.3M |
| Rockbridge Investment Management, LCC | 0.20% | Reduce -21.4% | 7,871 | $1.3M |
| AdvisorNet Financial, Inc | 0.13% | Reduce -0.8% | 7,816 | $1.3M |
| Trail Ridge Investment Advisors, LLC | 0.75% | New | 7,799 | $1.3M |
| Francis Financial, Inc. | 0.43% | No change | 7,762 | $1.3M |
| Ardent Capital Management, Inc. | 0.66% | No change | 7,755 | $1.3M |
| Marks Group Wealth Management, Inc | 0.14% | Reduce -6.9% | 7,746 | $1.3M |
| LexAurum Advisors, LLC | 0.33% | Add +0.3% | 7,734 | $1.3M |
| Allegheny Financial Group | 0.40% | Add +7.5% | 7,732 | $1.3M |
| NorthRock Partners, LLC | 0.05% | Add +19.5% | 7,719 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.12% | New | 7,709 | $1.3M |
| Coppell Advisory Solutions Corp. | 0.25% | — | 7,706 | $1.3M |
| Econ Financial Services Corp | 0.81% | Add +458.2% | 7,681 | $1.3M |
| Journey Strategic Wealth LLC | 0.06% | Add +347.8% | 7,622 | $1.3M |
| AMJ Financial Wealth Management | 0.43% | Reduce -54.1% | 7,610 | $1.3M |
| Fortis Group Advisors, LLC | 0.24% | Add +18.8% | 7,590 | $1.3M |
| Keebeck Wealth Management | 0.19% | Reduce -0.6% | 7,590 | $1.3M |
| Brighton Jones LLC | 0.05% | Reduce -9.8% | 7,568 | $1.3M |
| WASHINGTON TRUST Co | 0.05% | Add +564.4% | 7,561 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 7,475 | $1.3M |
| ARK & TLK Investments, LLC | 0.49% | Add +0.2% | 7,444 | $1.3M |
| PCA Investment Advisory Services Inc. | 0.70% | Reduce -2.5% | 7,374 | $1.2M |
| Bulltick Wealth Management, LLC | 0.26% | Reduce -26.8% | 7,287 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.20% | Reduce -9.1% | 7,243 | $1.2M |
| NWF Advisory Services Inc. | 0.20% | Add +32.2% | 7,232 | $1.2M |
| Insight Advisors, LLC/ PA | 0.24% | Add +5.3% | 7,224 | $1.2M |
| American Financial Advisors, LLC | 0.17% | Add +0.7% | 7,220 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -8.4% | 7,132 | $1.2M |
| Townsend Asset Management Corp. /NC/ | 0.48% | Reduce -2.3% | 7,108 | $1.2M |
| Davies Financial Advisors, Inc. | 1.23% | — | 7,096 | $1.2M |
| Van Den Berg Management I, Inc. | 0.35% | Reduce -4.3% | 7,094 | $1.2M |
| Alliance Wealth Management Group | 0.35% | No change | 7,049 | $1.2M |
| Towercrest Capital Management | 0.20% | No change | 7,049 | $1.2M |
| Nvwm, LLC | 0.33% | Add +14.0% | 7,019 | $1.2M |
| Litman Gregory Wealth Management LLC | 0.11% | No change | 7,004 | $1.2M |
| Quadrant Capital Group LLC | 0.09% | Add +57.4% | 6,983 | $1.2M |
| Allie Family Office LLC | 0.70% | New | 6,981 | $1.2M |
| Boston Mountain Money Management Inc. | 0.81% | — | 6,966 | $1.2M |
| Hollencrest Capital Management | 0.05% | Reduce -0.4% | 6,955 | $1.2M |
| &partners | 0.16% | New | 6,945 | $1.2M |
| Samalin Investment Counsel, LLC | 0.56% | Reduce -0.6% | 6,923 | $1.2M |
| Country Club Bank | 0.08% | Reduce -6.3% | 6,908 | $1.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.08% | Reduce -37.2% | 6,895 | $1.2M |
| Andina Capital Management, LLC | 0.91% | Reduce -6.0% | 6,844 | $1.2M |
| Accuvest Global Advisors | 0.51% | New | 6,827 | $1.2M |
| Trust Co. of Toledo NA | 0.18% | Reduce -1.1% | 6,813 | $1.2M |
| Regal Investment Advisors LLC | 0.08% | Add +17.0% | 6,805 | $1.2M |
| Argent Trust Co | 0.05% | No change | 6,766 | $1.1M |
| Signal Advisors Wealth, LLC | 0.28% | Add +78.8% | 6,729 | $1.1M |
| HHM Wealth Advisors, LLC | 0.19% | No change | 6,696 | $1.1M |
| Madison Park Capital Advisors, LLC | 0.99% | Reduce -3.0% | 6,682 | $1.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -49.4% | 6,629 | $1.1M |
| Syverson Strege & Co | 0.40% | No change | 6,597 | $1.1M |
| Old National Bancorp | 0.03% | Reduce -2.7% | 6,595 | $1.1M |
| Mountain Pacific Investment Advisers LLC | 0.06% | Add +19.1% | 6,507 | $1.1M |
| Stephens Consulting, LLC | 0.33% | No change | 6,413 | $1.1M |
| Orcam Financial Group | 1.19% | New | 6,403 | $1.1M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -20.4% | 6,401 | $1.1M |
| Milestone Asset Management, LLC | 0.31% | New | 6,393 | $1.1M |
| Barrett & Company, Inc. | 0.51% | Reduce -3.0% | 6,320 | $1.1M |
| Bangor Savings Bank | 0.11% | Add +89.0% | 6,319 | $1.1M |
| West Coast Financial LLC | 0.13% | Add +27.2% | 6,310 | $1.1M |
| KADENSA CAPITAL Ltd | 0.29% | Reduce -93.4% | 6,300 | $1.1M |
| Teamwork Financial Advisors, LLC | 0.16% | New | 6,299 | $1.1M |
| Sentry LLC | 0.20% | No change | 6,291 | $1.1M |
| Tilia Fiduciary Partners, Inc. | 0.86% | Reduce -10.3% | 6,285 | $1.1M |
| MGB Wealth Management, LLC | 0.43% | Add +2.5% | 6,282 | $1.1M |
| Up Strategic Wealth Investment Advisors LLC | 1.74% | No change | 6,278 | $1.1M |
| Wellington Wealth Strategies, LLC. | 0.49% | Add +271.4% | 6,269 | $1.1M |
| Essex Private Wealth Management, LLC | 3.01% | Add +0.0% | 6,268 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -21.9% | 6,156 | $1.0M |
| Greenfield Savings Bank | 0.55% | Reduce -5.2% | 6,122 | $1.0M |
| Colorado Capital Management, Inc. | 0.60% | Reduce -4.0% | 6,095 | $1.0M |
| Summit Wealth Partners, LLC | 0.22% | Reduce -1.8% | 6,084 | $1.0M |
| Renasant Bank | 0.73% | No change | 6,057 | $1.0M |
| UMB Bank, n.a. | 0.02% | Reduce -2.7% | 6,049 | $1.0M |
| JFS Wealth Advisors, LLC | 0.08% | Add +602.4% | 6,034 | $1.0M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -10.7% | 6,029 | $1.0M |
| 1832 Asset Management L.P. | 0.00% | No change | 6,020 | $1.0M |
| Principal Financial Group Inc. | 0.00% | No change | 6,001 | $1.0M |
| JBF Capital, Inc. | 0.17% | No change | 6,000 | $1.0M |
| Cambridge Advisors Inc. | 0.24% | No change | 5,981 | $1.0M |
| Smithbridge Asset Management Inc. | 0.21% | Add +1.7% | 5,980 | $1.0M |
| Journey Advisory Group, LLC | 0.12% | Reduce -0.8% | 5,924 | $1.0M |
| Sound Income Strategies, LLC | 0.07% | Reduce -73.7% | 5,916 | $1.0M |
| Criterion Capital Advisors, LLC | 0.67% | Add +0.4% | 5,914 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +122.3% | 6,190 | $998K |
| Pictet North America Advisors SA | 0.11% | Reduce -46.4% | 5,863 | $993K |
| Yarger Wealth Strategies, LLC | 0.68% | Add +0.4% | 5,862 | $993K |
| Becker Capital Management Inc. | 0.03% | No change | 5,839 | $989K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.5% | 5,836 | $988K |
| Compound Planning, Inc. | 0.09% | Add +22.8% | 5,826 | $987K |
| Verdence Capital Advisors LLC | 0.09% | Reduce -1.9% | 5,824 | $986K |
| Bridges Investment Management Inc. | 0.03% | No change | 5,820 | $986K |
| Howard Capital Management Group, LLC | 0.08% | New | 5,767 | $977K |
| Monte Financial Group, LLC | 0.43% | Add +19.7% | 5,730 | $970K |
| Castle Rock Wealth Management, LLC | 0.26% | Add +1.2% | 6,038 | $970K |
| Fifth Third Wealth Advisors LLC | 0.15% | New | 5,710 | $967K |
| JMG Financial Group, Ltd. | 0.04% | No change | 5,661 | $959K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,602 | $949K |
| Salomon & Ludwin, LLC | 0.08% | Add +6.7% | 5,601 | $949K |
| Private Portfolio Partners LLC | 0.20% | Add +35.5% | 5,571 | $944K |
| TrinityPoint Wealth, LLC | 0.16% | Reduce -1.7% | 5,550 | $940K |
| Cora Capital Advisors LLC | 0.50% | Reduce -0.3% | 5,529 | $936K |
| Mirador Capital Partners LP | 0.18% | Add +77.8% | 5,515 | $934K |
| Hassell Wealth Management, LLC | 0.59% | No change | 5,744 | $933K |
| Sandy Spring Bank | 0.04% | Reduce -1.0% | 5,509 | $933K |
| D L Carlson Investment Group Inc. | 0.18% | Reduce -3.8% | 5,506 | $933K |
| Petra Financial Advisors Inc. | 0.68% | No change | 5,656 | $932K |
| Autumn Glory Partners, LLC | 0.45% | No change | 5,467 | $926K |
| Inscription Capital, LLC | 0.15% | Add +303.3% | 5,440 | $921K |
| Smithfield Trust Co | 0.05% | Reduce -1.2% | 5,420 | $920K |
| Correct Capital Wealth Management | 0.21% | Reduce -7.1% | 5,419 | $918K |
| Guardian Wealth Advisors, LLC / NC | 0.11% | Reduce -47.7% | 5,411 | $916K |
| Harmony Asset Management LLC | 0.38% | Reduce -3.6% | 5,389 | $913K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.03% | Add +1.8% | 5,380 | $911K |
| Capital Analysts, LLC | 0.04% | Add +12.8% | 5,374 | $910K |
| Elmwood Wealth Management, Inc. | 0.39% | Add +122.7% | 5,350 | $906K |
| Signaturefd, LLC | 0.02% | Add +0.7% | 5,343 | $905K |
| Chemistry Wealth Management LLC | 0.24% | Add +2.9% | 5,323 | $902K |
| Northwest Wealth Management, LLC | 0.25% | Reduce -9.7% | 5,304 | $898K |
| Ategra Capital Management, LLC | 0.41% | No change | 5,286 | $895K |
| Beacon Financial Advisory LLC | 0.43% | Add +14.0% | 5,262 | $891K |
| Bigelow Investment Advisors, LLC | 0.44% | Add +58.0% | 5,253 | $890K |
| Intrua Financial, LLC | 0.14% | Reduce -87.5% | 5,233 | $886K |
| MSH Capital Advisors LLC | 0.31% | Reduce -0.8% | 5,220 | $884K |
| Valmark Advisers, Inc. | 0.02% | Add +67.9% | 5,217 | $884K |
| LongView Wealth Management | 0.34% | Add +2.4% | 5,136 | $870K |
| Kesler, Norman & Wride, LLC | 0.18% | No change | 5,093 | $863K |
| AllSquare Wealth Management LLC | 0.50% | Reduce -0.7% | 5,051 | $855K |
| Capital Market Strategies LLC | 0.65% | Add +13.7% | 5,023 | $851K |
| Wambolt & Associates, LLC | 0.26% | Reduce -33.0% | 5,050 | $850K |
| Capital Management Associates | 1.01% | No change | 5,000 | $847K |
| Register Financial Advisors LLC | 0.44% | Add +0.3% | 4,990 | $845K |
| Wealthspire Retirement, LLC | 0.07% | Reduce -10.7% | 4,987 | $845K |
| Mosaic Family Wealth Partners, LLC | 0.14% | Add +3.6% | 4,975 | $843K |
| Rooted Wealth Advisors, Inc. | 0.41% | Add +4.5% | 5,027 | $839K |
| Triumph Capital Management | 0.34% | Reduce -42.6% | 4,966 | $836K |
| Resurgent Financial Advisors LLC | 0.45% | Add +70.0% | 4,895 | $829K |
| Roman Butler Fullerton & Co. | 0.31% | Add +27.8% | 5,119 | $824K |
| Burney Co./ | 0.03% | Add +137.5% | 4,862 | $824K |
| OMNI 360 Wealth, Inc. | 0.68% | New | 4,858 | $823K |
| SteelPeak Wealth, LLC | 0.04% | Add +37.0% | 4,828 | $818K |
| Aprio Wealth Management, LLC | 0.16% | Reduce -33.3% | 4,791 | $811K |
| Delos Wealth Advisors, LLC | 0.91% | Add +1062.3% | 4,754 | $805K |
| VCI Wealth Management LLC | 0.54% | Reduce -22.8% | 4,745 | $804K |
| J. W. Coons Advisors, LLC | 0.14% | Reduce -0.4% | 4,743 | $803K |
| Strategic Blueprint, LLC | 0.06% | Reduce -16.4% | 4,743 | $803K |
| Everett Harris & Co. | 0.01% | Add +1.4% | 4,696 | $795K |
| WorthPointe, LLC | 0.40% | Reduce -17.1% | 4,675 | $792K |
| Wellington Shields Capital Management, LLC | 0.15% | Add +8.1% | 4,655 | $788K |
| Crossmark Global Holdings, Inc. | 0.02% | No change | 4,624 | $783K |
| Benchmark Investment Advisors LLC | 0.62% | Reduce -6.8% | 4,617 | $782K |
| Covenant Asset Management, LLC | 0.19% | Add +39.5% | 4,587 | $777K |
| Conscious Wealth Investments, LLC | 0.59% | Reduce -51.1% | 4,863 | $777K |
| Coordinated Financial Services, Inc. | 0.69% | — | 4,585 | $777K |
| Second Half Financial Partners, LLC | 0.34% | Add +0.1% | 4,540 | $769K |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +106.5% | 4,534 | $768K |
| Berkshire Asset Management LLC | 0.04% | Add +3.9% | 4,524 | $766K |
| Banque Pictet & Cie SA | 0.01% | Reduce -11.1% | 4,510 | $764K |
| Woodard & Co. Asset Management Group Inc. | 0.20% | Add +18.7% | 4,457 | $755K |
| CSM Advisors, LLC | 0.05% | New | 4,450 | $754K |
| MorganRosel Wealth Management, LLC | 0.27% | Add +0.0% | 4,447 | $753K |
| Estate Counselors, LLC | 0.09% | Reduce -85.8% | 4,417 | $748K |
| Old Port Advisors | 0.23% | Reduce -4.0% | 4,415 | $748K |
| Bfsg, LLC | 0.10% | Reduce -4.0% | 4,413 | $747K |
| Wealth Architects, LLC | 0.10% | No change | 4,378 | $742K |
| Cascade Financial Partners, LLC | 0.11% | — | 4,576 | $741K |
| XML Financial, LLC | 0.08% | Add +0.8% | 4,355 | $738K |
| Tennessee Valley Asset Management Partners | 0.18% | Reduce -6.0% | 4,334 | $734K |
| Rossmore Private Capital | 0.10% | Add +116.6% | 3,130 | $733K |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -5.6% | 4,320 | $732K |
| North Star Investment Management Corp. | 0.05% | Add +6.8% | 4,320 | $732K |
| CWA Asset Management Group, LLC | 0.04% | Add +1.1% | 4,311 | $730K |
| Key Client Fiduciary Advisors, LLC | 0.39% | Add +2.3% | 4,288 | $726K |
| Opal Wealth Advisors, LLC | 0.25% | Reduce -10.2% | 4,286 | $726K |
| Annex Advisory Services, LLC | 0.03% | No change | 4,285 | $726K |
| Acas, LLC | 0.70% | Reduce -2.9% | 4,270 | $723K |
| Flagstar Securities, Inc. | 0.20% | Add +10.2% | 4,256 | $721K |
| Rosenberg Matthew Hamilton | 0.21% | Reduce -0.3% | 4,278 | $720K |
| Professional Financial Advisors, LLC | 0.21% | New | 4,250 | $720K |
| Epiq Partners, LLC | 0.48% | New | 4,242 | $718K |
| Beacon Capital Management, LLC | 0.15% | Reduce -6.8% | 4,208 | $713K |
| West Oak Capital, LLC | 0.30% | Add +3.1% | 4,190 | $710K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +0.1% | 4,188 | $709K |
| Cubic Asset Management, LLC | 0.17% | Add +9.4% | 4,183 | $708K |
| Advocacy Wealth Management, LLC | 0.06% | New | 4,163 | $705K |
| Prepared Retirement Institute LLC | 0.52% | Add +40.5% | 4,111 | $696K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.2% | 4,107 | $696K |
| Morton Capital Management LLC | 0.19% | Reduce -3.4% | 4,097 | $694K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +36.8% | 4,092 | $693K |
| Avaii Wealth Management, LLC | 0.41% | Reduce -38.0% | 4,089 | $692K |
| Cooksen Wealth, LLC | 0.72% | Reduce -2.8% | 4,072 | $690K |
| Nvest Financial, LLC | 0.46% | Reduce -1.7% | 4,068 | $689K |
| Flaharty Asset Management, LLC | 0.10% | Add +12.0% | 4,057 | $687K |
| Quantbot Technologies LP | 0.04% | New | 4,054 | $687K |
| TruWealth Advisors, LLC | 0.05% | Add +0.1% | 4,054 | $687K |
| Kellett Wealth Advisors, LLC | 0.47% | Add +0.8% | 4,049 | $686K |
| Evergreen Capital Management LLC | 0.03% | Add +3.3% | 4,037 | $684K |
| Northwest Financial Advisors | 0.75% | Add +18.9% | 4,036 | $683K |
| Unconventional Investor, LLC | 0.49% | Add +5.1% | 4,028 | $682K |
| Relyea Zuckerberg Hanson LLC | 0.12% | Add +19.8% | 4,024 | $682K |
| Betterment LLC | 0.00% | Add +9.7% | 4,021 | $681K |
| Flow Traders U.S. LLC | 0.04% | Reduce -64.3% | 4,010 | $679K |
| Austin Asset Management Co Inc | 0.15% | No change | 4,000 | $677K |
| LJI Wealth Management, LLC | 0.17% | Add +3.8% | 3,986 | $675K |
| Peterson Wealth Advisors, LLC | 0.14% | Add +0.4% | 3,983 | $675K |
| Pegasus Partners Ltd. | 0.07% | Add +5.2% | 3,977 | $674K |
| Segment Wealth Management, LLC | 0.05% | Add +34.8% | 3,975 | $673K |
| Smith Shellnut Wilson LLC | 0.36% | No change | 3,967 | $672K |
| Joseph P. Lucia & Associates, LLC | 0.36% | New | 3,965 | $672K |
| Balanced Wealth Group LLC | 0.30% | Reduce -4.7% | 4,044 | $671K |
| Abound Wealth Management | 0.26% | Add +2280.7% | 3,952 | $669K |
| Phraction Management LLC | 0.28% | New | 3,943 | $668K |
| Magnolia Capital Advisors LLC | 0.55% | New | 4,140 | $662K |
| Montag & Caldwell, LLC | 0.11% | Add +18.7% | 3,904 | $661K |
| Foundations Investment Advisors, LLC | 0.02% | Add +37.4% | 3,846 | $651K |
| Berger Financial Group, Inc | 0.05% | Add +0.4% | 3,841 | $651K |
| Stokes Family Office, LLC | 0.08% | No change | 3,830 | $649K |
| Fulton Bank, N.A. | 0.03% | Add +14.5% | 3,823 | $648K |
| Black Diamond Financial, LLC | 0.17% | No change | 4,100 | $647K |
| Weaver Capital Management LLC | 0.18% | Reduce -0.9% | 3,801 | $644K |
| Selway Asset Management | 0.26% | No change | 3,788 | $642K |
| Capstone Investment Advisors, LLC | 0.02% | Add +88.3% | 3,775 | $639K |
| Wealth Alliance, LLC | 0.08% | Reduce -0.3% | 3,744 | $634K |
| Brandywine Oak Private Wealth LLC | 0.07% | Reduce -1.0% | 3,722 | $630K |
| BluePointe Capital Management, LLC | 0.43% | New | 3,707 | $628K |
| Monograph Wealth Advisors, LLC | 0.09% | No change | 3,696 | $626K |
| Marex Group Ltd | 0.02% | Reduce -72.3% | 3,681 | $623K |
| Vontobel Holding Ltd. | 0.01% | Reduce -8.5% | 3,660 | $620K |
| Inspire Advisors, LLC | 0.09% | Add +3.9% | 3,653 | $619K |
| Strategic Investment Advisors / MI | 0.08% | Reduce -7.0% | 3,641 | $617K |
| MKT Advisors LLC | 0.34% | Reduce -13.1% | 3,723 | $613K |
| Tenon Financial LLC | 0.51% | — | 3,555 | $602K |
| Forum Financial Management, LP | 0.01% | Add +1.9% | 3,547 | $601K |
| Latitude Advisors, LLC | 0.37% | Add +2.6% | 3,529 | $598K |
| J.Safra Asset Management Corp | 0.07% | No change | 3,516 | $596K |
| Hedges Asset Management LLC | 0.42% | No change | 3,500 | $593K |
| Charter Research & Investment Group, Inc. | 0.47% | Add +154.1% | 3,496 | $592K |
| Marshall Financial Group Inc. | 0.19% | Add +0.4% | 3,488 | $591K |
| Security Financial Services, INC. | 0.13% | New | 3,487 | $591K |
| Clifford Swan Investment Counsel LLC | 0.02% | Add +0.1% | 3,479 | $589K |
| Lee Financial Co | 0.10% | Reduce -27.4% | 3,470 | $588K |
| Moors & Cabot, Inc. | 0.03% | Reduce -4.4% | 3,467 | $587K |
| Ingalls & Snyder LLC | 0.03% | Add +71.6% | 3,440 | $583K |
| Braun Stacey Associates Inc. | 0.02% | No change | 3,436 | $582K |
| Birmingham Capital Management Co. Inc. | 0.21% | New | 3,420 | $579K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 3,417 | $579K |
| R. W. Roge & Company, Inc. | 0.35% | Reduce -10.0% | 3,407 | $578K |
| Fisher Asset Management | 0.00% | Reduce -65.9% | 3,399 | $576K |
| Tradewinds, LLC. | 0.27% | — | 3,490 | $572K |
| ICW Investment Advisors LLC | 0.25% | Add +10.2% | 3,354 | $568K |
| Lion Street Advisors, LLC | 0.23% | No change | 3,595 | $567K |
| Longview Financial Advisors, Inc. | 0.42% | Reduce -16.7% | 3,338 | $565K |
| Colton Groome Financial Advisors, LLC | 0.23% | Add +28.6% | 3,335 | $565K |
| Horizons Wealth Management | 0.37% | No change | 3,569 | $563K |
| WealthTrust Axiom LLC | 0.18% | Reduce -0.3% | 3,318 | $562K |
| Weaver Consulting Group | 0.21% | Add +0.0% | 3,305 | $560K |
| Essex Bank | 0.16% | No change | 3,544 | $559K |
| Schnieders Capital Management LLC | 0.12% | Add +0.7% | 3,298 | $559K |
| Radnor Capital Management, LLC | 0.10% | Add +53.9% | 3,297 | $558K |
| Envoi LLC | 1.31% | No change | 3,270 | $554K |
| Castleview Partners, LLC | 0.31% | Add +5.8% | 3,260 | $552K |
| Sierra Capital LLC | 0.07% | No change | 3,261 | $552K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -45.0% | 3,232 | $547K |
| Sterling Financial Planning, Inc. | 0.22% | Reduce -0.3% | 3,228 | $547K |
| Anchor Investment Management, LLC | 0.06% | No change | 3,220 | $545K |
| Panoramic Investment Advisors, LLC | 0.40% | Add +20.0% | 3,210 | $544K |
| Daiwa Securities Group Inc. | 0.00% | New | 3,200 | $541K |
| MBE Wealth Management, LLC | 0.33% | Add +10.7% | 3,191 | $540K |
| Retirement Planning Group, LLC | 0.04% | Add +37.5% | 3,182 | $539K |
| Legacy Financial Strategies, LLC | 0.14% | Reduce -7.0% | 3,175 | $538K |
| First County Bank | 0.26% | No change | 3,174 | $538K |
| Aries Wealth Management | 0.17% | Reduce -27.1% | 3,168 | $537K |
| Commerce Bank | 0.00% | Add +32.4% | 3,160 | $535K |
| Delta Financial Group, Inc. | 0.16% | Reduce -2.8% | 3,142 | $532K |
| Arrowroot Family Office, LLC | 0.34% | Add +19.2% | 3,132 | $531K |
| Strategies Wealth Advisors, LLC | 0.08% | Add +0.7% | 3,120 | $528K |
| Darden Wealth Group Inc | 0.41% | Add +64.4% | 3,091 | $523K |
| Paulson Wealth Management Inc. | 0.15% | Reduce -0.3% | 3,082 | $522K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Add +22.2% | 3,074 | $521K |
| McGlone Suttner Wealth Management, Inc. | 0.10% | Add +0.2% | 3,072 | $520K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 3,226 | $519K |
| Parkside Financial Bank & Trust | 0.08% | No change | 3,051 | $517K |
| Maxwell Wealth Strategies Inc. | 0.26% | Reduce -0.1% | 3,145 | $515K |
| Investment Partners, LTD. | 0.23% | No change | 3,029 | $513K |
| Wealth Dimensions Group, Ltd. | 0.15% | Add +0.1% | 3,008 | $509K |
| QRG Capital Management, Inc. | 0.01% | Add +26.7% | 3,007 | $509K |
| Merrion Investment Management Co, LLC | 0.36% | No change | 3,000 | $508K |
| Calton & Associates, Inc. | 0.25% | Add +72.2% | 2,982 | $505K |
| Bluesphere Advisors LLC | 0.28% | No change | 2,980 | $505K |
| Empower Advisory Group, LLC | 0.00% | Reduce -43.1% | 2,978 | $504K |
| CFS Investment Advisory Services, LLC | 0.08% | Reduce -7.1% | 2,978 | $504K |
| Lodestone Wealth Management LLC | 0.26% | Add +0.2% | 2,949 | $499K |
| Dudley Capital Management, LLC | 0.29% | No change | 2,958 | $498K |
| Concorde Asset Management, LLC | 0.34% | Add +1.4% | 2,934 | $497K |
| Atlantic Union Bankshares Corp | 0.04% | Add +47.3% | 2,932 | $497K |
| waypoint wealth counsel | 0.38% | No change | 2,930 | $496K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -21.6% | 2,918 | $494K |
| Alexander Labrunerie & Co., Inc. | 0.28% | — | 2,907 | $492K |
| Prosperity Wealth Management, Inc. | 0.23% | Add +18.0% | 2,905 | $492K |
| Foguth Wealth Management, LLC. | 0.26% | — | 2,899 | $491K |
| Edgestream Partners, L.P. | 0.02% | Reduce -64.2% | 2,888 | $489K |
| MinichMacGregor Wealth Management, LLC | 0.12% | Reduce -4.5% | 2,900 | $488K |
| Lansing Street Advisors | 0.22% | Reduce -21.3% | 2,882 | $488K |
| SVB Wealth LLC | 0.01% | No change | 2,873 | $487K |
| YHB Investment Advisors, Inc. | 0.04% | Add +29.0% | 2,870 | $486K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -37.0% | 2,870 | $486K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.0% | 2,869 | $486K |
| Traphagen Investment Advisors LLC | 0.05% | Reduce -21.1% | 2,858 | $484K |
| Hengehold Capital Management LLC | 0.05% | Add +6.0% | 2,843 | $482K |
| HC Advisors, LLC | 0.23% | Add +0.2% | 2,817 | $477K |
| First National Bank of Omaha | 0.03% | Reduce -48.1% | 2,750 | $476K |
| Emergent Wealth Advisors, LLC | 0.41% | Reduce -40.9% | 2,796 | $474K |
| Cypress Asset Management Inc. | 0.13% | New | 2,478 | $473K |
| Founders Financial Alliance, LLC | 0.14% | Add +125.1% | 2,785 | $472K |
| Roberts Wealth Advisors, LLC | 0.18% | New | 2,925 | $470K |
| Fourpath Capital Management, LLC | 0.32% | Reduce -1.9% | 2,756 | $467K |
| National Wealth Management Group, LLC | 0.36% | Reduce -9.6% | 2,745 | $465K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -6.3% | 2,730 | $462K |
| Northwest Bancshares, Inc. | 0.07% | No change | 2,729 | $462K |
| Mitchell Sinkler & Starr | 0.11% | Reduce -15.6% | 2,706 | $458K |
| Greenwich Wealth Management LLC | 0.04% | Add +20.8% | 2,702 | $458K |
| Atticus Wealth Management, LLC | 0.15% | Add +0.3% | 2,690 | $456K |
| Raleigh Capital Management Inc. | 0.20% | Add +11.0% | 2,690 | $455K |
| Edge Wealth Management LLC | 0.10% | Add +18.9% | 2,688 | $455K |
| Plum Street Advisors, LLC | 0.23% | Reduce -33.5% | 2,541 | $455K |
| Wetzel Investment Advisors, Inc. | 0.27% | Reduce -1.3% | 2,859 | $455K |
| Inlet Private Wealth, LLC | 0.13% | New | 2,686 | $455K |
| Romano Brothers and Company | 0.06% | Reduce -1.8% | 2,685 | $455K |
| Merriman Wealth Management, LLC | 0.02% | No change | 2,679 | $454K |
| Pittenger & Anderson Inc. | 0.02% | Reduce -9.3% | 2,666 | $452K |
| WR Wealth Planners, LLC | 0.14% | Reduce -1.1% | 2,647 | $448K |
| Indiana Trust & Investment Management Co | 0.18% | Reduce -1.9% | 2,646 | $448K |
| Santori & Peters, Inc. | 0.19% | Add +0.3% | 2,640 | $447K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | No change | 2,630 | $445K |
| Capital Advisors Inc. | 0.01% | Add +0.0% | 2,625 | $445K |
| Founders Capital Management | 0.30% | Add +0.1% | 2,624 | $444K |
| Glenview Trust Co | 0.01% | Reduce -1.8% | 2,614 | $443K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -29.2% | 2,652 | $441K |
| Silverlake Wealth Management LLC | 0.22% | Reduce -32.3% | 2,604 | $441K |
| Chilton Investment Co. Inc. | 0.01% | No change | 2,601 | $441K |
| Colonial River Investments, LLC | 0.25% | Reduce -12.3% | 2,586 | $438K |
| 49 Wealth Management, LLC | 0.09% | Add +34.6% | 2,600 | $438K |
| Sfmg, LLC | 0.04% | Reduce -4.4% | 2,576 | $436K |
| Tran Capital Management, L.P. | 0.05% | New | 2,560 | $434K |
| Principle Wealth Partners LLC | 0.03% | Add +2.8% | 2,555 | $433K |
| Mather Group, Llc. | 0.01% | Reduce -7.3% | 2,734 | $431K |
| Capital Wealth Alliance, LLC | 0.25% | Reduce -48.1% | 2,547 | $431K |
| America First Investment Advisors, LLC | 0.10% | Add +9.4% | 2,541 | $430K |
| Apollon Financial, LLC | 0.15% | Add +11.8% | 2,534 | $429K |
| Stevard, LLC | 0.39% | Reduce -35.8% | 2,533 | $429K |
| Zhang Financial LLC | 0.03% | Reduce -3.6% | 2,527 | $428K |
| Jmac Enterprises LLC | 0.08% | Add +23.5% | 2,517 | $426K |
| Old Mission Investment Co LLC | 0.14% | Add +3.3% | 2,510 | $425K |
| Ignite Planners, LLC | 0.12% | Add +21.0% | 2,516 | $424K |
| Hudson Value Partners, LLC | 0.18% | Add +27.4% | 2,497 | $423K |
| Howland Capital Management LLC | 0.02% | New | 2,495 | $423K |
| GSG Advisors LLC | 0.15% | Add +9.3% | 2,521 | $421K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Reduce -1.5% | 2,486 | $421K |
| Fairfield, Bush & Co. | 0.25% | Add +2.5% | 2,478 | $420K |
| Crewe Advisors LLC | 0.05% | No change | 2,471 | $419K |
| Procyon Advisors, LLC | 0.03% | Add +13.0% | 2,464 | $417K |
| Fusion Capital, LLC | 0.19% | New | 2,456 | $416K |
| JSF Financial, LLC | 0.13% | Add +2.6% | 2,456 | $416K |
| Independence Bank of Kentucky | 0.12% | Add +37.5% | 2,454 | $416K |
| Rehmann Capital Advisory Group | 0.03% | Add +35.9% | 2,448 | $415K |
| Grandfield & Dodd, LLC | 0.03% | New | 2,440 | $413K |
| FinTrust Capital Advisors, LLC | 0.08% | Add +265.8% | 2,436 | $413K |
| Capital Investment Counsel, Inc | 0.07% | Add +0.1% | 2,403 | $407K |
| Picton Mahoney Asset Management | 0.02% | No change | 2,405 | $407K |
| Atlas Brown,Inc. | 0.15% | Add +87.3% | 2,394 | $405K |
| FourThought Financial Partners, LLC | 0.05% | Reduce -17.8% | 2,389 | $405K |
| Global Trust Asset Management, LLC | 0.17% | Add +35.8% | 2,388 | $404K |
| Rothschild Wealth LLC | 0.14% | — | 2,387 | $404K |
| Saxony Capital Management, LLC | 0.49% | Add +22.0% | 2,386 | $404K |
| Avior Wealth Management, LLC | 0.02% | Add +2.4% | 2,382 | $404K |
| Wedmont Private Capital | 0.03% | Reduce -12.7% | 2,388 | $400K |
| Embree Financial Group | 0.08% | Reduce -8.5% | 2,360 | $400K |
| Mustard Seed Financial, LLC | 0.40% | No change | 2,348 | $398K |
| HT Partners LLC | 0.14% | Add +0.5% | 2,337 | $396K |
| Pps&v Asset Management Consultants, Inc. | 0.29% | Reduce -16.1% | 2,318 | $393K |
| Ritholtz Wealth Management | 0.01% | Add +1.6% | 2,314 | $392K |
| Boston Research & Management Inc. | 0.10% | Reduce -7.8% | 2,285 | $387K |
| Pacific Sun Financial Corp | 0.22% | Reduce -4.2% | 2,265 | $384K |
| Harbour Capital Advisors, LLC | 0.09% | Reduce -4.6% | 2,296 | $383K |
| Jones Financial Companies LLLP | 0.00% | Add +321.3% | 2,258 | $382K |
| Investment House LLC | 0.02% | Reduce -49.4% | 2,243 | $380K |
| United Advisor Group, LLC | 0.14% | Add +69.2% | 2,235 | $379K |
| Manhattan West Asset Management, LLC | 0.09% | New | 2,226 | $377K |
| LWM Advisory Services, LLC | 0.30% | No change | 2,214 | $375K |
| Norris Financial Group, LLC | 0.20% | Add +4.7% | 2,205 | $373K |
| Brendel Financial Advisors LLC | 0.43% | No change | 2,204 | $373K |
| Bank of New Hampshire | 0.10% | New | 2,200 | $373K |
| Meridian Wealth Advisors, LLC | 0.07% | No change | 2,197 | $372K |
| Kirr Marbach & Co. LLC | 0.09% | Add +10.1% | 2,190 | $371K |
| CFO4Life Group, LLC | 0.07% | New | 2,173 | $368K |
| Penbrook Management LLC | 0.23% | No change | 2,170 | $368K |
| Optimum Investment Advisors | 0.17% | Add +95.5% | 2,170 | $368K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +142.3% | 2,166 | $367K |
| WPWealth LLP | 0.09% | Reduce -17.3% | 2,145 | $363K |
| Schulz Wealth, LTD. | 0.31% | No change | 2,140 | $362K |
| Accel Wealth Management | 0.15% | Reduce -0.6% | 2,138 | $362K |
| Alpha Financial Partners LLC | 0.33% | New | 2,136 | $362K |
| BlackDiamond Wealth Management, LLC | 0.26% | Reduce -2.8% | 2,129 | $361K |
| Smith Chas P & Associates Pa Cpas | 0.02% | New | 2,128 | $360K |
| Imprint Wealth LLC | 0.09% | Reduce -27.8% | 2,140 | $360K |
| Private Capital Management LLC | 0.08% | Reduce -1.8% | 2,120 | $359K |
| West Bancorporation Inc. | 0.24% | Reduce -42.5% | 2,119 | $359K |
| K.J. Harrison & Partners Inc | 0.06% | No change | 2,105 | $357K |
| Penobscot Wealth Management | 0.22% | Add +0.4% | 2,100 | $356K |
| Vista Investment Management | 0.14% | Add +3.2% | 2,100 | $356K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -18.2% | 2,097 | $355K |
| EFG Asset Management (Americas) Corp. | 0.11% | Reduce -75.1% | 2,070 | $351K |
| Daymark Wealth Partners, LLC | 0.02% | Add +4.2% | 2,044 | $346K |
| Live Oak Private Wealth LLC | 0.06% | Add +13.6% | 2,043 | $346K |
| Grove Bank & Trust | 0.06% | No change | 2,041 | $346K |
| Melfa Wealth Management, Inc. | 0.25% | New | 2,030 | $344K |
| Objective Capital Management, LLC | 0.23% | Add +3.7% | 2,025 | $343K |
| Gen-Wealth Partners Inc | 0.17% | — | 2,024 | $343K |
| Cedar Brook Financial Partners, LLC | 0.07% | Add +37.0% | 2,024 | $343K |
| American National Bank & Trust | 0.05% | Add +127.8% | 2,023 | $343K |
| TFB Advisors LLC | 0.12% | Add +8.1% | 2,124 | $341K |
| Tidemark, LLC | 0.19% | Add +34.0% | 2,010 | $340K |
| One Capital Management, LLC | 0.01% | Reduce -3.5% | 2,009 | $340K |
| Financial Partners Group, LLC | 0.13% | Reduce -11.4% | 2,003 | $339K |
| Asio Capital, LLC | 0.07% | Reduce -23.1% | 2,000 | $339K |
| Pin Oak Investment Advisors Inc. | 0.32% | Add +0.3% | 1,988 | $337K |
| Carson Advisory Inc. | 0.24% | Add +3.0% | 1,985 | $336K |
| Montz Harcus Wealth Management LLC | 0.22% | Add +0.4% | 1,958 | $332K |
| Higgins & Schmidt Wealth Strategies LLC | 0.24% | Add +0.1% | 1,952 | $331K |
| Farmers Trust Co. | 0.07% | New | 1,936 | $328K |
| Westbourne Investment Advisors, Inc. | 0.12% | Add +0.4% | 1,929 | $327K |
| Long Run Wealth Advisors, LLC | 0.09% | No change | 1,929 | $327K |
| NBT Bank, N.A. | 0.02% | Reduce -41.2% | 1,926 | $326K |
| Pillar Wealth Advisors, LLC | 0.25% | No change | 1,922 | $326K |
| Integris Wealth Management, LLC | 0.09% | No change | 1,900 | $322K |
| Destination Wealth Management | 0.01% | Reduce -6.3% | 1,900 | $322K |
| Onyx Bridge Wealth Group LLC | 0.06% | New | 1,970 | $320K |
| First City Capital Management, Inc. | 0.18% | Add +6.3% | 1,881 | $319K |
| Lathrop Investment Management Co. | 0.06% | No change | 1,875 | $318K |
| Etfidea, LLC | 0.11% | Reduce -8.4% | 1,876 | $318K |
| CAP Partners, LLC | 0.28% | Add +0.1% | 1,873 | $317K |
| Quarry Hill Advisors, LLC | 0.23% | New | 1,836 | $311K |
| Soltis Investment Advisors LLC | 0.03% | Add +0.1% | 1,835 | $311K |
| Aft, Forsyth & Company, Inc. | 0.18% | Add +0.2% | 1,832 | $310K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | New | 1,830 | $310K |
| Sequent Planning LLC | 0.11% | — | 1,823 | $309K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -54.1% | 1,811 | $307K |
| Plotkin Financial Advisors, LLC | 0.20% | Add +0.3% | 1,804 | $306K |
| Rockingstone Advisors LLC | 0.16% | No change | 1,800 | $305K |
| Hills Bank & Trust Co | 0.03% | Add +16.4% | 1,770 | $300K |
| Retirement Planning Co of New England, Inc. | 0.16% | Add +30.5% | 1,764 | $299K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +0.4% | 1,758 | $298K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -15.2% | 1,750 | $297K |
| Certuity, LLC | 0.03% | Add +20.3% | 1,740 | $295K |
| Obsidian Cio, LLC | 0.07% | Add +0.1% | 1,733 | $293K |
| SignalPoint Asset Management, LLC | 0.08% | Add +4.2% | 1,729 | $293K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -14.4% | 1,726 | $292K |
| Brogan Financial, Inc. | 0.19% | Reduce -19.5% | 1,720 | $291K |
| Southland Equity Partners LLC | 0.08% | Add +20.9% | 1,709 | $289K |
| Executive Wealth Management, LLC | 0.03% | New | 1,717 | $289K |
| TBH Global Asset Management, LLC | 0.06% | New | 1,700 | $288K |
| Tortoise Investment Management, LLC | 0.04% | No change | 1,700 | $288K |
| Channel Wealth LLC | 0.12% | Add +3.8% | 1,699 | $288K |
| Vantage Financial Partners, LLC | 0.08% | Add +6.2% | 1,695 | $287K |
| Delta Wealth Advisors LLC | 0.30% | — | 1,693 | $287K |
| KMG Fiduciary Partners, LLC | 0.03% | No change | 1,687 | $286K |
| TCV Trust & Wealth Management, Inc. | 0.03% | Add +26.4% | 1,675 | $284K |
| High Falls Advisors, Inc | 0.07% | Reduce -0.8% | 1,668 | $283K |
| Family Manage LLC | 0.05% | Add +12.3% | 1,666 | $282K |
| Appleton Partners Inc. | 0.02% | Reduce -15.0% | 1,660 | $281K |
| Clear Point Advisors Inc. | 0.23% | Reduce -19.8% | 1,654 | $280K |
| Tyler-Stone Wealth Management | 0.12% | Add +88.2% | 1,654 | $280K |
| Ridgepath Capital Management LLC | 0.31% | New | 1,651 | $280K |
| Advisors Management Group Inc. | 0.07% | New | 1,640 | $278K |
| Gibbs Wealth Management | 0.16% | — | 1,641 | $278K |
| Formidable Asset Management, LLC | 0.05% | Reduce -82.2% | 1,636 | $277K |
| Archvest Wealth Advisors, Inc. | 0.19% | No change | 1,637 | $276K |
| Mad River Investors | 0.19% | No change | 1,626 | $275K |
| ABLE Financial Group, LLC | 0.11% | Reduce -3.0% | 1,625 | $275K |
| Invst, LLC | 0.03% | Reduce -27.8% | 1,629 | $274K |
| Kathleen S. Wright Associates Inc. | 0.13% | Reduce -39.7% | 1,610 | $273K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -21.3% | 1,607 | $272K |
| Quantinno Capital Management LP | 0.01% | Add +1.1% | 1,605 | $272K |
| Savvy Advisors, Inc. | 0.16% | Reduce -30.4% | 1,600 | $271K |
| Coastwise Capital Group, LLC | 0.25% | New | 1,587 | $269K |
| Ironwood Investment Counsel, LLC | 0.05% | New | 1,585 | $269K |
| Team Hewins, LLC | 0.11% | New | 1,582 | $268K |
| Trust Co. of Vermont | 0.01% | Reduce -7.6% | 1,582 | $268K |
| Purus Wealth Management, LLC | 0.13% | Reduce -2.2% | 1,574 | $267K |
| Trinity Wealth Management, LLC | 0.14% | Add +0.1% | 1,567 | $265K |
| Keystone Wealth Services, LLC | 0.09% | New | 1,561 | $264K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -89.7% | 1,550 | $263K |
| Chesapeake Wealth Management | 0.10% | New | 1,549 | $262K |
| Rinkey Investments | 0.10% | Reduce -15.6% | 1,548 | $262K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -0.2% | 1,545 | $262K |
| Winning Points Advisors, LLC | 0.40% | No change | 1,658 | $262K |
| GEM Asset Management, LLC | 0.18% | New | 1,641 | $262K |
| Kanawha Capital Management LLC | 0.02% | No change | 1,534 | $260K |
| Harrell Investment Partners, LLC | 0.08% | Reduce -19.2% | 1,524 | $258K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 1,521 | $258K |
| Webster Bank, N. A. | 0.03% | Reduce -4.3% | 1,516 | $257K |
| Verus Capital Partners, LLC | 0.03% | Add +14.8% | 1,516 | $257K |
| Warwick Investment Management, Inc. | 0.06% | No change | 1,507 | $255K |
| Keudell/Morrison Wealth Management | 0.08% | New | 1,496 | $253K |
| Pekin Hardy Strauss, Inc. | 0.03% | New | 1,496 | $253K |
| BIP Wealth, LLC | 0.02% | New | 1,492 | $253K |
| Thompson Davis & Co., Inc. | 0.17% | Reduce -7.5% | 1,491 | $253K |
| Acropolis Investment Management, LLC | 0.02% | No change | 1,491 | $252K |
| Integrated Investment Consultants, LLC | 0.07% | Add +0.1% | 1,489 | $252K |
| Monument Group Wealth Advisors, LLC | 0.19% | Add +0.5% | 1,488 | $252K |
| JPL Wealth Management, LLC | 0.14% | New | 1,482 | $251K |
| RAM Investment Partners, LLC | 0.08% | No change | 1,465 | $248K |
| Condor Capital Management | 0.02% | New | 1,451 | $246K |
| Sage Capital Advisors,llc | 0.07% | New | 1,452 | $246K |
| Clarity Financial LLC | 0.04% | Reduce -7.0% | 1,444 | $245K |
| Austin Wealth Management, LLC | 0.06% | No change | 1,462 | $245K |
| Paragon Capital Management Ltd | 0.04% | Add +0.2% | 1,440 | $244K |
| Adero Partners, LLC | 0.02% | No change | 1,440 | $244K |
| Lodestar Private Asset Management LLC | 0.03% | New | 1,439 | $244K |
| Granite Group Advisors, LLC | 0.16% | No change | 1,430 | $242K |
| Zimmermann Investment Management & Planning LLC | 0.09% | New | 1,425 | $241K |
| Mathes Company, Inc. | 0.09% | New | 1,425 | $241K |
| Coldstream Capital Management Inc. | 0.01% | Add +4.5% | 1,419 | $240K |
| Mayfair Advisory Group, LLC | 0.17% | Add +0.1% | 1,418 | $240K |
| Beverly Hills Private Wealth, LLC | 0.06% | New | 1,412 | $239K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -19.5% | 1,405 | $238K |
| Calamos Wealth Management LLC | 0.01% | Reduce -31.5% | 1,400 | $237K |
| Main Street Group, LTD | 0.12% | Add +121.8% | 1,402 | $236K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | No change | 1,393 | $236K |
| Pinnacle Bancorp, Inc. | 0.07% | Add +7.8% | 1,390 | $235K |
| Prio Wealth Limited Partnership | 0.01% | New | 1,384 | $234K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +3.4% | 1,383 | $234K |
| Hubbell Strickland Wealth Management, LLC | 0.12% | Add +0.4% | 1,383 | $234K |
| Great Lakes Advisors, LLC | 0.00% | Add +8.8% | 1,381 | $234K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 1,380 | $234K |
| Meritage Portfolio Management | 0.01% | Reduce -0.4% | 1,374 | $233K |
| Ledyard National Bank | 0.02% | Reduce -3.5% | 1,372 | $232K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 1,371 | $232K |
| Wealth Quarterback LLC | 0.13% | New | 1,365 | $231K |
| RiverTree Advisors, LLC | 0.16% | No change | 1,364 | $231K |
| Advisory Alpha, LLC | 0.01% | New | 1,356 | $230K |
| Cadinha & Co. LLC | 0.04% | New | 1,342 | $227K |
| Camden National Bank | 0.04% | No change | 1,341 | $227K |
| Fulcrum Equity Management | 0.27% | Reduce -8.5% | 1,335 | $226K |
| Mechanics Bank Trust Department | 0.03% | Reduce -28.0% | 1,335 | $226K |
| Blueprint Investment Partners LLC | 0.04% | New | 1,323 | $224K |
| CPA Asset Management Group, LLC | 0.13% | Reduce -27.9% | 1,321 | $224K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,320 | $224K |
| Columbia Bank | 0.09% | — | 1,316 | $223K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 1,308 | $222K |
| MRP Capital Investments, LLC | 0.22% | No change | 1,300 | $220K |
| Retirement Capital Strategies | 0.09% | New | 1,290 | $218K |
| Index Fund Advisors, Inc. | 0.01% | No change | 1,290 | $218K |
| Disciplined Investments, LLC | 0.12% | No change | 1,277 | $216K |
| HUB Investment Partners, LLC | 0.01% | New | 1,269 | $215K |
| Fogel Capital Management, Inc. | 0.13% | No change | 1,319 | $215K |
| Harbor Group, Inc. | 0.06% | New | 1,265 | $214K |
| Bar Harbor Wealth Management | 0.01% | New | 1,257 | $213K |
| LPF Advisors LLC | 0.21% | New | 1,249 | $212K |
| Toth Financial Advisory Corp. | 0.03% | New | 1,240 | $210K |
| BLB&B Advisors, LLC | 0.01% | New | 1,236 | $209K |
| Vigilare Wealth Management | 0.10% | Reduce -42.4% | 1,233 | $209K |
| Millennium Capital Advisors, LLC | 0.15% | New | 1,233 | $209K |
| Edge Financial Advisors LLC | 0.18% | — | 1,232 | $209K |
| Sargent Investment Group, LLC | 0.05% | New | 1,225 | $207K |
| Old Mission Capital LLC | 0.01% | New | 1,221 | $207K |
| TCP Asset Management, LLC | 0.05% | New | 1,220 | $207K |
| Boston Standard Wealth Management, LLC | 0.05% | New | 1,219 | $206K |
| Summit Global Investments | 0.02% | Reduce -28.1% | 1,207 | $204K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 1,203 | $204K |
| Element Wealth, LLC | 0.12% | No change | 1,200 | $203K |
| Drexel Morgan & Co. | 0.04% | New | 1,200 | $203K |
| Hayek Kallen Investment Management | 0.08% | New | 1,200 | $203K |
| McDonald Capital Investors Inc. | 0.01% | New | 1,195 | $202K |
| Phocas Financial Corp. | 0.02% | New | 1,192 | $202K |
| Members Trust Co | 0.01% | New | 1,190 | $202K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 1,189 | $201K |
| SFG Wealth Management, LLC. | 0.12% | New | 1,182 | $200K |
| Future Financial Wealth Managment LLC | 0.15% | New | 1,180 | $200K |
| Semmax Financial Advisors Inc. | 0.06% | No change | 1,187 | $197K |
| Woodmont Investment Counsel LLC | 0.01% | New | 1,048 | $178K |
| CI Investments Inc. | 0.00% | New | 1,000 | $169K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 995 | $169K |
| Atlas Capital Advisors Inc. | 0.03% | Add +8.2% | 986 | $167K |
| TruNorth Capital Management, LLC | 0.06% | — | 967 | $164K |
| PSI Advisors, LLC | 0.06% | Add +1.1% | 959 | $162K |
| Family Asset Management, LLC | 0.10% | Reduce -86.2% | 953 | $161K |
| Emfo, LLC | 0.14% | Add +0.1% | 933 | $158K |
| Legend Financial Advisors, Inc. | 0.11% | Reduce -13.3% | 884 | $150K |
| Larson Financial Group LLC | 0.01% | Add +386.4% | 856 | $145K |
| Hantz Financial Services, Inc. | 0.00% | No change | 850 | $144K |
| Oakworth Capital, Inc. | 0.01% | No change | 840 | $142K |
| GS Investments, Inc. | 0.07% | Reduce -11.6% | 838 | $142K |
| Macroview Investment Management LLC | 0.15% | Add +0.1% | 804 | $136K |
| GAMMA Investing LLC | 0.03% | Add +231.9% | 800 | $135K |
| CVA Family Office, LLC | 0.02% | Add +45.5% | 703 | $119K |
| Bogart Wealth, LLC | 0.01% | Add +0.4% | 700 | $119K |
| Optiver Holding B.V. | 0.00% | New | 697 | $118K |
| Accordant Advisory Group Inc | 0.09% | — | 691 | $117K |
| Custom Portfolio Group LLC | 0.10% | No change | 690 | $117K |
| NFSG Corp | 0.05% | Reduce -40.9% | 641 | $109K |
| City State Bank | 0.05% | No change | 629 | $107K |
| Red Tortoise LLC | 0.06% | Reduce -80.9% | 625 | $106K |
| Realta Investment Advisors | 0.02% | New | 595 | $101K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 585 | $99K |
| Vima LLC | 0.11% | Reduce -17.3% | 678 | $98K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 570 | $97K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +84.5% | 561 | $95K |
| St Germain D J Co. Inc. | 0.00% | No change | 555 | $94K |
| Continuum Advisory, LLC | 0.01% | New | 541 | $90K |
| Addison Advisors LLC | 0.03% | No change | 510 | $86K |
| Wellington Shields & Co., LLC | 0.03% | Add +0.2% | 503 | $85K |
| Legacies Wealth LLC | 0.07% | No change | 500 | $85K |
| Westside Investment Management, Inc. | 0.02% | No change | 500 | $85K |
| AlphaMark Advisors, LLC | 0.03% | New | 490 | $83K |
| Versant Capital Management, Inc | 0.02% | Add +2.5% | 490 | $83K |
| M&R Capital Management Inc. | 0.02% | Reduce -5.0% | 474 | $80K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 459 | $78K |
| Perritt Capital Management Inc | 0.04% | Add +0.5% | 449 | $76K |
| Caitlin John, LLC | 0.06% | Add +21.6% | 444 | $75K |
| Laffer Tengler Investments, Inc. | 0.02% | New | 440 | $75K |
| Aspire Private Capital, LLC | 0.02% | Reduce -9.7% | 438 | $74K |
| Blue Trust, Inc. | 0.00% | Reduce -33.8% | 437 | $74K |
| Breakwater Investment Management | 0.03% | — | 426 | $72K |
| TrinityBridge Ltd | 0.00% | No change | 426 | $72K |
| Morling Financial Advisors, LLC | 0.04% | New | 409 | $69K |
| Sage Mountain Advisors LLC | 0.01% | No change | 400 | $68K |
| Missouri Trust & Investment Co | 0.03% | No change | 397 | $67K |
| Banque Cantonale Vaudoise | 0.00% | Add +10.9% | 396 | $67K |
| Atwood & Palmer Inc. | 0.00% | Reduce -20.1% | 358 | $61K |
| Balentine LLC | 0.00% | Add +0.3% | 339 | $57K |
| Glass Jacobson Investment Advisors llc | 0.02% | New | 310 | $53K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 326 | $51K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 303 | $51K |
| Key Financial Inc | 0.01% | No change | 299 | $51K |
| Guardian Wealth Management, Inc. | 0.04% | No change | 293 | $50K |
| Wolff Wiese Magana LLC | 0.04% | No change | 291 | $49K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 280 | $47K |
| Core Alternative Capital | 0.01% | New | 275 | $47K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 258 | $44K |
| LRI Investments, LLC | 0.01% | — | 255 | $43K |
| PrairieView Partners, LLC | 0.00% | No change | 250 | $43K |
| MCF Advisors LLC | 0.00% | No change | 250 | $42K |
| Silicon Valley Capital Partners | 0.01% | New | 241 | $41K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.4% | 227 | $38K |
| Avion Wealth | 0.01% | No change | 223 | $38K |
| Clear Investment Research, LLC | 0.05% | No change | 220 | $37K |
| Davis Capital Management | 0.03% | No change | 220 | $37K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 212 | $36K |
| Lindbrook Capital, LLC | 0.00% | No change | 208 | $35K |
| Marquette Asset Management, LLC | 0.01% | No change | 207 | $35K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.5% | 200 | $34K |
| Clearstead Trust, LLC | 0.01% | No change | 200 | $34K |
| Creekmur Asset Management LLC | 0.01% | Add +86.5% | 194 | $33K |
| Credit Agricole S A | 0.00% | Add +23.2% | 20,485 | $33K |
| IAG Wealth Partners, LLC | 0.01% | No change | 190 | $32K |
| Citizens National Bank Trust Department | 0.01% | No change | 190 | $32K |
| Financial Perspectives, Inc | 0.01% | No change | 185 | $31K |
| Retirement Group, LLC | 0.01% | No change | 185 | $31K |
| Howe & Rusling Inc. | 0.00% | Add +3.1% | 168 | $28K |
| Y.D. More Investments Ltd | 0.01% | No change | 165 | $28K |
| Partnership Wealth Management, LLC | 0.02% | No change | 162 | $27K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 161 | $27K |
| Cambridge Financial Group, Inc. | 0.01% | No change | 160 | $27K |
| Wunderlich Capital Managemnt | 0.01% | New | 158 | $27K |
| Fairman Group, LLC | 0.03% | New | 157 | $27K |
| Cambridge Trust Co. | 0.00% | No change | 154 | $26K |
| Front Row Advisors LLC | 0.01% | No change | 150 | $25K |
| Fernwood Investment Management, LLC | 0.01% | New | 150 | $25K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 152 | $25K |
| Hanson & Doremus Investment Management | 0.00% | No change | 145 | $25K |
| Thompson Investment Management, Inc. | 0.00% | Add +24.6% | 147 | $25K |
| Princeton Global Asset Management LLC | 0.01% | No change | 146 | $25K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 143 | $24K |
| Birchbrook, Inc. | 0.01% | No change | 139 | $24K |
| Solstein Capital, LLC | 0.02% | Add +0.8% | 135 | $23K |
| Pineridge Advisors LLC | 0.01% | Reduce -74.3% | 133 | $23K |
| Creative Capital Management Investments LLC | 0.01% | No change | 128 | $22K |
| Operose Advisors LLC | 0.01% | No change | 125 | $21K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Reduce -74.7% | 120 | $20K |
| VitalStone Financial, LLC | 0.02% | Reduce -93.8% | 119 | $20K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 115 | $19K |
| Nemes Rush Group LLC | 0.00% | Reduce -26.2% | 110 | $19K |
| Providence Capital Advisors, LLC | 0.00% | New | 105 | $18K |
| Gradient Investments LLC | 0.00% | Reduce -93.3% | 105 | $18K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 101 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 93 | $16K |
| Laurel Wealth Advisors LLC | 0.00% | Add +1.1% | 92 | $15K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 88 | $15K |
| Piscataqua Savings Bank | 0.01% | No change | 87 | $15K |
| Richardson Financial Services Inc. | 0.01% | New | 83 | $14K |
| Sittner & Nelson, LLC | 0.01% | New | 82 | $14K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 81 | $14K |
| Pacific Center for Financial Services | 0.00% | New | 78 | $13K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 75 | $13K |
| Broadwater Capital Management LLC | 0.01% | No change | 71 | $12K |
| Horrell Capital Management, Inc. | 0.00% | No change | 63 | $11K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 64 | $11K |
| SJS Investment Consulting Inc. | 0.00% | New | 56 | $9K |
| NewSquare Capital LLC | 0.00% | No change | 56 | $9K |
| Aspire Wealth Management Corp | 0.01% | No change | 55 | $9K |
| Kelly Financial Services LLC | 0.00% | No change | 55 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | Add +1.9% | 55 | $9K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 51 | $9K |
| LifeSteps Financial, Inc. | 0.01% | New | 49 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -75.9% | 47 | $8K |
| Godsey & Gibb, Inc. | 0.00% | No change | 46 | $8K |
| FWL Investment Management, LLC | 0.00% | No change | 45 | $8K |
| Center for Financial Planning, Inc. | 0.00% | No change | 42 | $7K |
| Coston, McIsaac & Partners | 0.00% | Add +7.9% | 41 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 41 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -93.4% | 40 | $7K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -26.9% | 38 | $6K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 36 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 36 | $6K |
| Colonial Trust Advisors | 0.00% | New | 32 | $5K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 30 | $5K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 32 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -37.2% | 27 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -97.6% | 23 | $4K |
| Transcendent Capital Group LLC | 0.00% | No change | 22 | $4K |
| Armor Investment Advisors, LLC | 0.00% | New | 22 | $4K |
| Kozak & Associates, Inc. | 0.00% | No change | 20 | $3K |
| Hilltop National Bank | 0.00% | — | 20 | $3K |
| Valley National Advisers Inc. | 0.00% | Add +35.3% | 23 | $3K |
| Cornerstone Planning Group LLC | 0.00% | New | 18 | $3K |
| Pathway Financial Advisers, LLC | 0.00% | New | 13 | $2K |
| Rakuten Securities, Inc. | 0.00% | New | 10 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 9 | $2K |
| Resources Management Corp. /CT/ | 0.00% | No change | 5 | $1K |
| First Personal Financial Services | 0.00% | No change | 4 | $678 |
| Smartleaf Asset Management LLC | 0.00% | No change | 3 | $506 |
| SYM FINANCIAL Corp | 0.00% | No change | 2 | $340 |
| Cutler Group LLC / CA | 0.00% | Reduce -100.0% | 2 | $0 |
"% of holder's portfolio" is RSP's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.