Invesco S&P 500 Equal WeightRSPETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 1,602 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 24 from Q1 2024. 125 opened new positions and 101 sold out. The largest holders were Morgan Stanley ($4.1B), Northwestern Mutual Wealth Management Co. ($3.4B) and Bank of America Corp. ($3.1B). 8 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 125 | $564.8M |
| Exits | 101 | $1.1B |
All 13F filers, Q1 2024 → Q2 2024: 44,305,904 shares bought and 19,716,942 shares sold, net +24,588,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,602 holders
| Morgan Stanley | 0.31% | Add +0.0% | 24,695,547 | $4.1B |
| Northwestern Mutual Wealth Management Co. | 3.33% | Add +855.5% | 20,539,639 | $3.4B |
| Bank of America Corp. | 0.30% | Reduce -2.0% | 18,766,417 | $3.1B |
| Goldman Sachs Group Inc. | 0.30% | Add +16.1% | 9,188,056 | $1.5B |
| Invesco Ltd. | 0.27% | Add +24.4% | 7,873,500 | $1.3B |
| Truist Financial Corp. | 1.81% | Reduce -1.5% | 7,239,011 | $1.2B |
| UBS Group AG | 0.33% | Add +3.0% | 6,616,388 | $1.1B |
| Wells Fargo & Company | 0.27% | Reduce -3.0% | 6,445,216 | $1.1B |
| JPMorgan Chase & Co. | 0.06% | Reduce -39.8% | 4,271,475 | $701.7M |
| Keybank National Association | 2.62% | Reduce -1.3% | 3,892,550 | $639.5M |
| LPL Financial LLC | 0.31% | Add +0.9% | 3,736,455 | $613.8M |
| Cresset Asset Management, LLC | 2.35% | Add +6.6% | 3,367,226 | $553.2M |
| Ameriprise Financial Inc. | 0.15% | Reduce -6.0% | 3,327,258 | $546.6M |
| Envestnet Asset Management Inc. | 0.17% | Add +0.4% | 3,011,313 | $494.7M |
| Royal Bank of Canada | 0.10% | Reduce -6.6% | 2,598,330 | $426.9M |
| BNP Paribas Financial Markets | 0.46% | Add +269.4% | 2,536,521 | $416.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.14% | Add +174.7% | 2,340,000 | $384.4M |
| Raymond James Financial Services Advisors, Inc. | 0.49% | Reduce -5.0% | 2,102,433 | $345.4M |
| US Bancorp \de | 0.47% | Add +2150.4% | 2,083,103 | $342.2M |
| Citigroup Inc. | 0.30% | Reduce -36.3% | 1,883,533 | $309.4M |
| Raymond James & Associates | 0.17% | Add +6.1% | 1,535,193 | $252.2M |
| LBMC Investment Advisors, LLC | 19.00% | Reduce -0.5% | 1,333,770 | $219.1M |
| HighTower Advisors, LLC | 0.33% | Reduce -2.2% | 1,295,456 | $212.8M |
| Bank of New York Mellon Corp | 0.04% | Reduce -6.0% | 1,253,275 | $205.9M |
| Commonwealth Equity Services, LLC | 0.32% | Add +4.8% | 1,231,467 | $202.3M |
| Choate Investment Advisors | 5.04% | Reduce -0.9% | 1,170,014 | $192.2M |
| MBB Public Markets I LLC | 3.80% | Reduce -2.5% | 1,120,773 | $184.1M |
| Osaic Holdings, Inc. | 0.41% | Add +4.5% | 1,064,044 | $174.8M |
| Sei Investments Co. | 0.23% | Reduce -1.5% | 971,868 | $159.7M |
| Stifel Financial Corp. | 0.17% | Reduce -2.2% | 915,842 | $150.5M |
| Rockefeller Capital Management L.P. | 0.42% | Add +5.1% | 899,262 | $147.7M |
| Fiduciary Trust Co | 2.13% | Reduce -23.8% | 864,524 | $142.0M |
| Focus Partners Wealth | 0.44% | Add +154.8% | 786,884 | $129.3M |
| Kestra Advisory Services, LLC | 0.72% | Add +59.6% | 784,375 | $128.9M |
| Cerity Partners LLC | 0.34% | Add +10.8% | 766,225 | $125.9M |
| Envestnet Portfolio Solutions, Inc. | 0.43% | Add +1276.7% | 758,169 | $124.6M |
| Valeo Financial Advisors, LLC | 3.82% | Reduce -4.7% | 743,243 | $122.1M |
| Janney Montgomery Scott LLC | 0.36% | Reduce -6.1% | 722,915 | $118.8M |
| Junto Capital Management LP | 2.57% | New | 710,769 | $116.8M |
| BlackRock Inc. | 0.00% | Reduce -55.2% | 693,637 | $114.0M |
| Summit Trail Advisors, LLC | 2.89% | Add +0.1% | 668,933 | $109.9M |
| Members Trust Co | 3.14% | Add +52899.4% | 630,693 | $103.6M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Add +5.5% | 623,474 | $102.4M |
| Glenmede Trust Co. NA | 0.50% | Add +3.5% | 598,181 | $98.3M |
| Barclays PLC | 0.04% | Add +27.2% | 587,176 | $96.5M |
| Geisinger Health | 27.13% | New | 568,255 | $93.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.59% | Add +465.9% | 545,430 | $89.6M |
| Waverly Advisors, LLC | 1.74% | Add +9.2% | 539,366 | $88.6M |
| Csenge Advisory Group | 5.03% | Add +0.5% | 539,095 | $88.6M |
| Private Advisor Group, LLC | 0.58% | Add +2.9% | 522,545 | $85.8M |
| Brown Advisory Inc. | 0.11% | Add +1.2% | 522,207 | $85.8M |
| Endurance Services Ltd | 15.57% | No change | 507,500 | $83.3M |
| Cetera Investment Advisers | 0.19% | Reduce -3.2% | 505,543 | $83.1M |
| Synovus Financial Corp. | 1.07% | Add +0.7% | 491,549 | $80.8M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +32.1% | 483,657 | $79.5M |
| Atlanta Consulting Group Advisors, LLC | 17.08% | Add +117.8% | 482,428 | $79.3M |
| First Manhattan Co. Llc. | 0.25% | Add +5.4% | 480,367 | $78.9M |
| Vanderbilt University | 15.68% | Add +0.4% | 455,774 | $74.9M |
| Ally Financial Inc. | 9.25% | New | 454,000 | $74.6M |
| CENTRAL TRUST Co | 1.77% | Add +7.5% | 440,445 | $72.4M |
| SPC Financial, Inc. | 6.56% | Add +0.4% | 431,473 | $70.9M |
| MAI Capital Management | 0.68% | Add +6.2% | 421,593 | $69.3M |
| Turim 21 Investimentos Ltda. | 17.56% | Reduce -9.2% | 418,919 | $68.8M |
| Balyasny Asset Management L.P. | 0.18% | Add +100.7% | 413,589 | $67.9M |
| Total Investment Management Inc. | 8.88% | Add +0.8% | 411,147 | $67.5M |
| Chai Trust Co. LLC | 10.28% | Add +2.0% | 1,819,705 | $66.7M |
| Stratos Wealth Partners, LTD. | 1.08% | Reduce -13.2% | 404,911 | $66.5M |
| PNC Financial Services Group, Inc. | 0.04% | Add +2.7% | 399,148 | $65.6M |
| Cercano Management LLC | 1.71% | No change | 390,945 | $64.2M |
| Meitav Investment House Ltd. | 1.13% | Reduce -73.4% | 387,613 | $63.7M |
| D. E. Shaw & Co. | 0.10% | New | 385,647 | $63.4M |
| Baird Financial Group, Inc. | 0.13% | Reduce -7.6% | 374,081 | $61.5M |
| Equitable Holdings, Inc. | 0.63% | Add +0.6% | 362,676 | $59.6M |
| Choreo, LLC | 0.99% | Add +84.8% | 361,279 | $58.9M |
| Venture Visionary Partners LLC | 2.75% | Reduce -1.1% | 357,592 | $58.7M |
| Dakota Wealth Management | 1.33% | Reduce -2.3% | 343,862 | $56.5M |
| Spider Management Company, LLC | 24.79% | Reduce -39.8% | 343,186 | $56.4M |
| Baltimore-Washington Financial Advisors, Inc. | 3.32% | Add +2.0% | 342,499 | $56.3M |
| RFP Financial Group LLC | 20.53% | Reduce -5.0% | 337,582 | $55.5M |
| Aptus Capital Advisors, LLC | 1.05% | Add +1.5% | 336,917 | $55.3M |
| TRUE Private Wealth Advisors | 6.18% | Reduce -3.1% | 332,051 | $54.5M |
| Mariner, LLC | 0.11% | Reduce -3.8% | 331,984 | $54.5M |
| Consolidated Investment Group LLC | 8.45% | Add +14.9% | 331,800 | $54.5M |
| Southern Farm Bureau Life Insurance | 8.87% | No change | 328,428 | $54.0M |
| Manchester Financial Inc. | 12.91% | Add +1.4% | 319,334 | $52.5M |
| Atlas Private Wealth Advisors | 8.40% | Add +106.9% | 314,523 | $51.7M |
| MML Investors Services, LLC | 0.20% | Reduce -9.5% | 306,728 | $50.4M |
| GYL Financial Synergies, LLC | 3.84% | Reduce -4.1% | 302,826 | $49.7M |
| Broad Peak Investment Advisers Pte Ltd | 11.68% | — | 302,000 | $49.6M |
| Parallel Advisors, LLC | 1.24% | Reduce -16.4% | 294,716 | $48.4M |
| Heck Capital Advisors, LLC | 5.92% | Add +33.0% | 289,832 | $47.6M |
| National Bank of Canada | 0.07% | Add +31.3% | 291,376 | $47.4M |
| McAdam, LLC | 2.77% | Add +8.3% | 279,874 | $46.0M |
| Vestcor Inc | 1.55% | No change | 278,900 | $45.8M |
| CBIZ Investment Advisory Services, LLC | 2.45% | Add +88.4% | 265,605 | $43.6M |
| NewEdge Advisors, LLC | 0.31% | Add +7.5% | 258,837 | $42.5M |
| Veltria Advisors Corp. | 14.80% | Reduce -15.7% | 250,874 | $41.2M |
| Arvest Investments, Inc. | 6.44% | Reduce -1.9% | 244,468 | $40.2M |
| Blair William & Co. | 0.12% | Add +18.5% | 243,114 | $39.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.18% | Add +33.5% | 240,604 | $39.5M |
| Permanent Capital Management, LP | 8.22% | — | 216,502 | $39.3M |
| Banco Santander, S.A. | 0.49% | Add +11.9% | 239,164 | $39.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 8.12% | Reduce -34.7% | 231,584 | $38.0M |
| Comerica Bank | 0.16% | Add +0.8% | 230,202 | $37.8M |
| BW Gestao de Investimentos Ltda. | 4.80% | Reduce -46.1% | 221,650 | $36.4M |
| Brookstone Capital Management | 0.60% | Add +429.2% | 212,032 | $36.3M |
| Sanctuary Advisors, LLC | 0.26% | — | 219,154 | $35.6M |
| Wealth Advisors of Iowa, LLC | 19.68% | Add +0.8% | 214,697 | $35.3M |
| Jane Street Group, LLC | 0.04% | Reduce -12.6% | 214,300 | $35.2M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -1.9% | 210,811 | $34.6M |
| Howard Financial Services, LTD. | 5.57% | Reduce -8.6% | 206,788 | $34.0M |
| Joule Financial, LLC | 13.72% | Add +3.9% | 205,444 | $33.8M |
| Tucker Asset Management LLC | 7.39% | Reduce -3.8% | 203,558 | $33.4M |
| Requisite Capital Management, LLC | 7.51% | Add +11.6% | 201,867 | $33.2M |
| Vicus Capital | 2.99% | Add +0.6% | 201,482 | $33.1M |
| Wintrust Investments LLC | 2.67% | Add +9.7% | 200,028 | $32.9M |
| Exencial Wealth Advisors, LLC | 1.23% | Add +11.8% | 199,201 | $32.7M |
| FIL Ltd | 0.03% | Reduce -24.3% | 198,244 | $32.6M |
| Vectors Research Management, LLC | 9.99% | Reduce -12.8% | 197,989 | $32.5M |
| Sollinda Capital Management LLC | 9.80% | Add +18.5% | 195,854 | $32.2M |
| WESCAP Management Group, Inc. | 9.00% | Reduce -0.4% | 193,566 | $31.8M |
| Dumont & Blake Investment Advisors LLC | 4.50% | Add +99.7% | 193,548 | $31.8M |
| Horizon Investments, LLC | 0.87% | Reduce -59.1% | 191,888 | $31.5M |
| Wharton Business Group, LLC | 1.62% | Reduce -18.7% | 190,738 | $31.3M |
| HSBC Holdings PLC | 0.02% | Add +69.6% | 190,213 | $31.3M |
| Elk River Wealth Management LLC | 6.05% | Add +1.9% | 188,147 | $30.9M |
| Shepherd Financial Partners LLC | 3.98% | Reduce -19.5% | 188,079 | $30.9M |
| Creative Planning | 0.03% | Reduce -1.8% | 184,388 | $30.3M |
| Arvest Trust Co. N A | 1.79% | Reduce -1.6% | 183,410 | $30.1M |
| Manning & Napier Advisors LLC | 0.33% | — | 179,738 | $29.5M |
| Shufro Rose & Co. LLC | 2.35% | Reduce -29.2% | 175,214 | $28.8M |
| Montag A & Associates Inc. | 1.45% | Reduce -4.1% | 174,668 | $28.7M |
| Integrated Wealth Concepts LLC | 0.39% | Add +40.5% | 173,631 | $28.5M |
| Steele Capital Management, Inc. | 1.58% | Add +5.8% | 172,554 | $28.3M |
| Courier Capital LLC | 2.21% | Reduce -14.7% | 169,108 | $27.8M |
| Main Management LLC | 2.30% | Reduce -1.3% | 169,097 | $27.8M |
| Virtue Capital Management, LLC | 4.69% | Reduce -4.5% | 161,569 | $27.4M |
| Bank of Nova Scotia | 0.05% | Reduce -67.3% | 166,065 | $27.3M |
| Sebold Capital Management, Inc. | 18.74% | Reduce -0.5% | 165,161 | $27.1M |
| Davis Investment Partners, LLC | 11.15% | Add +1.7% | 160,952 | $27.1M |
| Bank of Montreal | 0.01% | Reduce -12.3% | 163,063 | $27.0M |
| Gillson Capital LP | 2.60% | Reduce -42.5% | 164,000 | $26.9M |
| Sequoia Financial Advisors, LLC | 0.32% | Reduce -3.0% | 163,088 | $26.8M |
| Arete Wealth Advisors, LLC | 2.17% | Reduce -29.9% | 161,657 | $26.5M |
| Beacon Pointe Advisors, LLC | 0.31% | Reduce -4.0% | 157,493 | $25.9M |
| Neuberger Berman Group LLC | 0.02% | Reduce -36.1% | 157,012 | $25.8M |
| Tradition Wealth Management, LLC | 2.49% | Reduce -2.4% | 156,737 | $25.7M |
| Activest Wealth Management | 8.43% | Add +7.7% | 155,932 | $25.6M |
| First Horizon Advisors, Inc. | 0.77% | Add +2.9% | 155,031 | $25.5M |
| Advisor OS, LLC | 2.76% | Add +6.5% | 153,575 | $25.2M |
| Steward Partners Investment Advisory, LLC | 0.27% | Reduce -0.6% | 153,558 | $25.2M |
| Stratos Investment Management, LLC | 2.05% | Add +5.3% | 150,389 | $24.7M |
| Sightline Wealth Advisors, LLC | 15.38% | Reduce -1.4% | 150,379 | $24.7M |
| Petrus Trust Company, LTA | 2.28% | No change | 148,653 | $24.4M |
| Peapack Gladstone Financial Corp. | 0.37% | Add +2.2% | 147,313 | $24.2M |
| Westwood Holdings Group Inc. | 0.20% | Reduce -83.1% | 147,178 | $24.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.60% | Reduce -5.1% | 147,066 | $24.2M |
| Money Concepts Capital Corp. | 2.01% | Add +20.6% | 145,671 | $23.9M |
| D.A. Davidson & Co. | 0.21% | Reduce -9.4% | 144,159 | $23.7M |
| Millennium Management | 0.02% | Add +128.4% | 143,796 | $23.6M |
| Mendota Financial Group, LLC | 12.28% | Add +3.2% | 139,442 | $22.9M |
| BBJS Financial Advisors, LLC | 8.44% | Add +142.5% | 137,815 | $22.6M |
| Pinnacle Associates Ltd. | 0.35% | Add +5.8% | 136,627 | $22.4M |
| Jackson, Grant Investment Advisers, Inc. | 9.04% | Add +4.7% | 136,291 | $22.4M |
| Cwm, LLC | 0.11% | Reduce -9.0% | 136,079 | $22.4M |
| CIBC Private Wealth Group LLC | 0.04% | Add +61.3% | 134,101 | $22.0M |
| Kiely Wealth Advisory Group, Inc. | 12.03% | Add +1.5% | 131,500 | $21.8M |
| OneDigital Investment Advisors LLC | 0.27% | Add +8.6% | 129,423 | $21.3M |
| StoneX Group Inc. | 1.69% | Add +9.6% | 128,869 | $21.2M |
| Captrust Financial Advisors | 0.07% | Add +53.3% | 128,709 | $21.1M |
| Financial Enhancement Group LLC | 3.40% | New | 124,369 | $21.1M |
| Avantax Advisory Services, Inc. | 0.15% | Reduce -3.7% | 128,388 | $21.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8.15% | Reduce -0.1% | 122,000 | $20.8M |
| Wealth Forward, LLC | 16.14% | Add +0.2% | 125,780 | $20.7M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -60.0% | 125,510 | $20.6M |
| Federation des caisses Desjardins du Quebec | 0.11% | Reduce -1.1% | 124,856 | $20.5M |
| Jefferies Financial Group Inc. | 0.43% | Add +1.8% | 124,158 | $20.4M |
| Frisch Financial Group, Inc. | 6.14% | Add +11.6% | 123,400 | $20.3M |
| BBR Partners, LLC | 1.66% | Reduce -4.7% | 123,374 | $20.3M |
| Hudson Bay Capital Management LP | 0.17% | New | 121,000 | $19.9M |
| Flputnam Investment Management Co. | 0.37% | Reduce -16.9% | 119,459 | $19.6M |
| Trilogy Capital Inc. | 1.06% | Add +10.4% | 119,348 | $19.6M |
| Sugarloaf Wealth Management, LLC | 3.49% | Add +0.5% | 118,767 | $19.5M |
| Transform Wealth, LLC | 1.45% | Reduce -7.2% | 117,858 | $19.4M |
| Riversedge Advisors, LLC | 4.71% | Add +12.1% | 117,543 | $19.3M |
| Tiller Private Wealth, Inc. | 8.46% | Add +2.7% | 117,384 | $19.3M |
| Corient Private Wealth LP | 0.03% | Add +5.5% | 117,062 | $19.2M |
| Seneca House Advisors | 8.24% | Add +18.4% | 115,689 | $19.0M |
| Private Advisory Group LLC | 2.49% | Add +33.7% | 115,273 | $18.9M |
| Stephenson & Company, Inc. | 14.03% | Add +0.9% | 115,173 | $18.9M |
| TD Waterhouse Canada Inc. | 0.17% | Reduce -5.8% | 114,894 | $18.7M |
| Connable Office Inc. | 1.98% | Reduce -4.5% | 111,847 | $18.4M |
| Geller Advisors LLC | 1.35% | Add +0.4% | 111,134 | $18.3M |
| NTV Asset Management LLC | 2.61% | Add +4.8% | 110,914 | $18.2M |
| Kentucky Farm Bureau Mutual Insurance Co | 4.11% | No change | 110,000 | $18.1M |
| Baker Avenue Asset Management, LP | 0.61% | Reduce -1.1% | 109,446 | $18.0M |
| Lido Advisors, LLC | 0.15% | Add +2.1% | 108,807 | $17.9M |
| Kaydan Wealth Management, Inc. | 6.28% | Reduce -28.9% | 107,874 | $17.7M |
| Compass Wealth Management LLC | 4.37% | Add +1.3% | 107,767 | $17.7M |
| Tudor Investment Corporation | 0.20% | Add +82.4% | 107,644 | $17.7M |
| Matthew Goff Investment Advisor, LLC | 3.60% | Add +5.2% | 107,383 | $17.6M |
| LTG Capital LLC | 15.92% | Reduce -2.0% | 107,052 | $17.6M |
| Robertson Stephens Wealth Management, LLC | 0.91% | Add +4.2% | 106,185 | $17.4M |
| Glen Eagle Advisors, LLC | 3.19% | Add +21.5% | 106,023 | $17.4M |
| Clearstead Advisors, LLC | 0.30% | Add +112.8% | 105,735 | $17.4M |
| Lowe Brockenbrough & Co. Inc. | 1.16% | Reduce -5.8% | 105,670 | $17.4M |
| IFP Advisors, Inc | 0.69% | Reduce -0.3% | 105,644 | $17.4M |
| New England Capital Financial Advisors LLC | 9.66% | Add +1.7% | 105,223 | $17.3M |
| Sage Rhino Capital LLC | 4.07% | Reduce -1.0% | 103,733 | $17.0M |
| Equitable Trust Co. | 1.16% | Reduce -0.9% | 102,389 | $16.8M |
| Sterneck Capital Management, LLC | 9.49% | Add +0.4% | 101,805 | $16.7M |
| Vaughan David Investments LLC | 0.42% | Reduce -0.1% | 101,520 | $16.7M |
| Rainey & Randall Wealth Advisors Inc. | 3.92% | Add +15.5% | 101,245 | $16.6M |
| Southeast Asset Advisors, LLC | 1.99% | Add +1.1% | 100,952 | $16.6M |
| Waterloo Capital, L.P. | 1.99% | Add +5.9% | 100,713 | $16.5M |
| Moran Wealth Management, LLC | 0.54% | New | 99,472 | $16.3M |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 3.88% | Add +0.1% | 99,263 | $16.3M |
| Astor Investment Management LLC | 7.48% | Reduce -14.9% | 98,879 | $16.2M |
| Yelin Lapidot Holdings Management Ltd. | 2.82% | Add +20.3% | 97,460 | $16.0M |
| Wealth Alliance Advisory Group, LLC | 3.59% | Add +2.0% | 97,056 | $15.9M |
| Roth Financial Partners LLC | 6.82% | Reduce -1.3% | 96,238 | $15.8M |
| Cadent Capital Advisors, LLC | 6.36% | Reduce -0.8% | 95,230 | $15.6M |
| Riverview Capital Advisers, LLC | 5.26% | Reduce -0.4% | 95,026 | $15.6M |
| Titleist Asset Management, LLC | 2.36% | Add +1.6% | 94,937 | $15.6M |
| WealthBridge Capital Management, LLC | 5.15% | Reduce -1.4% | 94,767 | $15.6M |
| Gladstone Institutional Advisory LLC | 0.81% | Reduce -5.8% | 94,743 | $15.6M |
| Cibc World Market Inc. | 0.04% | Reduce -26.5% | 94,416 | $15.5M |
| Atria Investments, Inc | 0.20% | Add +18.6% | 93,641 | $15.4M |
| Hennion & Walsh Asset Management, Inc. | 0.78% | Add +0.2% | 92,945 | $15.3M |
| Aft, Forsyth & Sober, LLC | 5.23% | Add +0.2% | 92,925 | $15.3M |
| Bernardo Wealth Planning LLC | 4.06% | Add +5.1% | 91,879 | $15.1M |
| Port Capital LLC | 0.74% | Reduce -1.6% | 90,110 | $14.8M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -18.5% | 88,190 | $14.5M |
| Toronto Dominion Bank | 0.02% | New | 87,950 | $14.4M |
| Capital Advisors, Ltd. LLC | 1.87% | Add +3.6% | 87,483 | $14.4M |
| Peak Asset Management, LLC | 2.81% | Add +3.7% | 87,352 | $14.4M |
| Capital Investment Advisory Services, LLC | 1.47% | Reduce -1.5% | 86,880 | $14.3M |
| CX Institutional | 0.67% | Reduce -0.6% | 86,871 | $14.3M |
| FMR LLC | 0.00% | Add +16.8% | 86,003 | $14.2M |
| Compton Wealth Advisory Group, LLC | 3.76% | Add +1.3% | 85,929 | $14.1M |
| Dimension Capital Management LLC | 2.87% | Add +14.1% | 85,918 | $14.1M |
| Breakwater Capital Group | 3.19% | Add +2.6% | 85,697 | $14.1M |
| Essex Financial Services, Inc. | 1.04% | Add +11.6% | 84,310 | $14.0M |
| Sigma Planning Corp | 0.44% | Add +2.2% | 85,240 | $14.0M |
| Sageworth Trust Co | 0.88% | Add +5.6% | 84,711 | $13.9M |
| Sard Wealth Management Group, LLC | 9.72% | Add +215.2% | 84,267 | $13.8M |
| Advisory Services Network, LLC | 0.28% | Reduce -28.8% | 81,412 | $13.4M |
| Ascent Wealth Partners, LLC | 1.95% | Add +2.4% | 80,936 | $13.3M |
| Granby Capital Management, LLC | 7.51% | No change | 80,000 | $13.1M |
| Bright Financial Advisors, Inc. | 9.09% | New | 78,364 | $12.9M |
| Muirfield Wealth Advisors LLC | 12.02% | Add +4.3% | 77,971 | $12.8M |
| First Foundation Advisors | 0.48% | Add +4.2% | 76,173 | $12.5M |
| Simplicity Wealth,LLC | 0.28% | Add +11.5% | 76,106 | $12.5M |
| Pathstone Holdings, LLC | 0.06% | Add +8.9% | 75,333 | $12.4M |
| Raymond James Trust N.A. | 0.29% | Reduce -7.1% | 74,765 | $12.3M |
| Advisor Resource Council | 16.09% | Add +3.7% | 75,216 | $12.2M |
| Caldwell Trust Co | 1.35% | Add +0.6% | 74,275 | $12.2M |
| Prism Advisors, Inc. | 3.69% | Reduce -6.1% | 74,078 | $12.2M |
| One Day In July LLC | 1.50% | Add +119.9% | 73,291 | $12.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.23% | Add +6.0% | 72,658 | $11.9M |
| Focused Wealth Management, Inc | 1.75% | Add +9.6% | 72,349 | $11.9M |
| Financial Advocates Investment Management | 0.73% | Reduce -8.5% | 71,919 | $11.8M |
| Quadrature Capital Ltd | 0.20% | New | 71,643 | $11.8M |
| Concurrent Investment Advisors, LLC | 0.39% | Add +58.8% | 71,329 | $11.7M |
| Leavell Investment Management, Inc. | 0.64% | Add +0.1% | 70,947 | $11.7M |
| Integrated Advisors Network LLC | 0.60% | Add +61.4% | 70,944 | $11.7M |
| Fsa Wealth Partners, Inc. | 3.18% | Reduce -50.5% | 70,778 | $11.6M |
| Greenleaf Trust | 0.11% | No change | 69,639 | $11.4M |
| Concourse Financial Group Securities, Inc. | 0.71% | Reduce -5.5% | 69,100 | $11.4M |
| IHT Wealth Management, LLC | 0.42% | Add +40.8% | 68,923 | $11.3M |
| Raelipskie Partnership | 6.03% | New | 68,806 | $11.3M |
| Hall Kathryn A. | 2.61% | Add +36.2% | 68,632 | $11.3M |
| Albar Capital Ltd | 1.70% | Reduce -39.7% | 49,584 | $11.2M |
| Quattro Financial Advisors LLC | 2.91% | Reduce -2.0% | 67,725 | $11.1M |
| Ballast, Inc. | 3.42% | Add +2.4% | 67,657 | $11.1M |
| Evernest Financial Advisors, LLC | 4.91% | Add +2.5% | 66,761 | $11.0M |
| Franklin Resources Inc. | 0.00% | Add +14.8% | 65,808 | $10.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.84% | Add +35.7% | 65,800 | $10.8M |
| Dupree Financial Group, LLC | 5.21% | Add +117.4% | 65,461 | $10.8M |
| Winthrop Capital Management, LLC | 5.32% | Add +2.8% | 64,687 | $10.6M |
| Capital Investment Advisors, LLC | 0.24% | Add +3.9% | 64,639 | $10.6M |
| DAVENPORT & Co LLC | 0.07% | Reduce -3.7% | 64,082 | $10.5M |
| New England Private Wealth Advisors LLC | 1.83% | Reduce -2.6% | 63,846 | $10.5M |
| AlTi Global, Inc. | 0.28% | Reduce -19.9% | 63,600 | $10.4M |
| Benjamin F. Edwards & Company, Inc. | 0.18% | Add +4.0% | 63,516 | $10.4M |
| L. Roy Papp & Associates, LLP | 1.25% | Add +11.9% | 62,924 | $10.3M |
| Bleakley Financial Group, LLC | 0.30% | Add +3.1% | 62,657 | $10.3M |
| Round Rock Advisors LLC | 2.47% | Add +2.9% | 61,660 | $10.1M |
| Voisard Asset Management Group, Inc. | 4.95% | Add +359.2% | 61,600 | $10.1M |
| Perigon Wealth Management, LLC | 0.29% | Add +0.0% | 61,595 | $10.1M |
| Luken Investment Analytics, LLC | 5.09% | Add +1.6% | 61,579 | $10.1M |
| Gotham Asset Management | 0.13% | Reduce -4.9% | 61,517 | $10.1M |
| WFA Asset Management Corp | 5.61% | Reduce -45.1% | 60,471 | $9.9M |
| CSS LLC | 2.17% | Add +30.2% | 60,300 | $9.9M |
| Bradley Foster & Sargent Inc. | 0.18% | Add +2.1% | 60,294 | $9.9M |
| Second Line Capital, LLC | 3.02% | Add +7.2% | 60,022 | $9.9M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 18.00% | No change | 59,459 | $9.8M |
| Kirtland Hills Capital Management, LLC | 8.08% | Add +3.5% | 59,053 | $9.7M |
| Stratos Wealth Advisors, LLC | 0.48% | Add +322.7% | 58,849 | $9.7M |
| Basso Capital Management, L.P. | 8.67% | Add +7.0% | 58,548 | $9.6M |
| Frank, Rimerman Advisors LLC | 0.68% | Add +0.0% | 58,454 | $9.6M |
| Kavar Capital Partners Group, LLC | 1.73% | Reduce -4.7% | 58,284 | $9.6M |
| SimpliFi, Inc. | 4.39% | Add +2.0% | 57,909 | $9.5M |
| Chicago Wealth Management, Inc. | 5.47% | Add +2.1% | 57,891 | $9.5M |
| Strategic Wealth Partners, Ltd. | 0.97% | Add +4.0% | 56,818 | $9.3M |
| Tandem Wealth Advisors LLC | 5.00% | Add +2.2% | 56,775 | $9.3M |
| Carnegie Investment Counsel | 0.29% | Add +0.2% | 56,477 | $9.3M |
| FAS Wealth Partners, Inc. | 0.80% | Reduce -5.5% | 56,029 | $9.2M |
| Dynamic Advisor Solutions LLC | 0.29% | Add +0.2% | 55,959 | $9.2M |
| MTC Wealth Management LLC | 4.38% | New | 55,953 | $9.2M |
| SPX Gestao de Recursos Ltda | 1.39% | New | 55,850 | $9.2M |
| Evercore Wealth Management, LLC | 0.14% | Add +9.0% | 55,389 | $9.1M |
| Ruggaard & Associates LLC | 4.16% | Reduce -0.7% | 54,726 | $9.0M |
| Sheets Smith Wealth Management | 1.07% | Add +10.4% | 54,527 | $9.0M |
| Clear Creek Financial Management, LLC | 1.06% | Add +16.2% | 53,118 | $8.7M |
| Archer Investment Corp | 2.52% | Add +3.6% | 52,362 | $8.6M |
| Prairie Sky Financial Group LLC | 5.33% | Reduce -5.3% | 52,268 | $8.6M |
| Edmond DE Rothschild Holding S.A. | 0.15% | Reduce -20.8% | 52,199 | $8.6M |
| Black Diamond Financial, LLC | 1.65% | Add +1166.2% | 51,912 | $8.5M |
| Moss Adams Wealth Advisors LLC | 1.18% | Reduce -0.2% | 51,676 | $8.5M |
| DeDora Capital, Inc. | 2.60% | Add +0.0% | 51,504 | $8.5M |
| Aspen Investment Management Inc | 4.21% | Add +12.8% | 51,355 | $8.4M |
| Garden State Investment Advisory Services LLC | 2.88% | Add +2.0% | 50,702 | $8.4M |
| First Financial Bank - Trust Division | 0.82% | Add +4.2% | 50,662 | $8.3M |
| Park Place Capital Corp | 2.65% | Add +89.6% | 50,509 | $8.3M |
| Blue Bell Private Wealth Management, LLC | 1.71% | Add +19.0% | 50,389 | $8.3M |
| Cary Street Partners Investment Advisory LLC | 0.33% | Add +0.7% | 50,354 | $8.3M |
| Sepio Capital, LP | 0.76% | Add +7.6% | 50,130 | $8.2M |
| Stephens Inc. | 0.13% | Reduce -0.3% | 50,082 | $8.2M |
| Burke & Herbert Bank & Trust Co. | 1.99% | New | 49,907 | $8.2M |
| Private Wealth Group, LLC | 4.30% | Add +0.6% | 49,874 | $8.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +5.4% | 49,876 | $8.2M |
| Scotia Capital Inc. | 0.05% | Add +6.1% | 49,389 | $8.1M |
| SG Americas Securities, LLC | 0.05% | Reduce -4.8% | 49,384 | $8.1M |
| Raab & Moskowitz Asset Management LLC | 2.20% | Add +13.1% | 49,201 | $8.1M |
| LCNB Corp. | 2.97% | Add +4.0% | 48,448 | $8.0M |
| IPG Investment Advisors LLC | 1.72% | Reduce -8.0% | 47,886 | $7.9M |
| Harbor Investment Advisory, LLC | 0.82% | Reduce -2.8% | 47,663 | $7.8M |
| Cabot Wealth Management Inc. | 1.02% | Reduce -7.1% | 47,483 | $7.8M |
| Fairway Wealth LLC | 4.57% | Add +24.7% | 47,188 | $7.8M |
| Peddock Capital Advisors, LLC | 1.99% | Reduce -0.9% | 47,067 | $7.7M |
| Courage Miller Partners, LLC | 2.77% | Add +0.6% | 46,896 | $7.7M |
| Redmont Wealth Advisors LLC | 12.18% | Reduce -5.5% | 46,846 | $7.7M |
| Citadel Advisors | 0.01% | Reduce -85.7% | 46,284 | $7.6M |
| Lakeshore Financial Planning, Inc. | 3.71% | Reduce -1.6% | 46,245 | $7.6M |
| Wedbush Securities Inc. | 0.27% | Add +7.7% | 46,125 | $7.6M |
| Strong Tower Advisory Services | 2.48% | Add +25.7% | 46,034 | $7.6M |
| Annapolis Financial Services, LLC | 2.44% | Reduce -3.0% | 45,815 | $7.5M |
| Strategic Family Wealth Counselors, L.L.C. | 2.85% | Add +4.6% | 45,589 | $7.5M |
| Geneos Wealth Management Inc. | 0.33% | Add +7.3% | 45,550 | $7.5M |
| Oppenheimer & Co. Inc. | 0.12% | Add +1.8% | 45,357 | $7.5M |
| Johnson Bixby & Associates, LLC | 1.24% | Reduce -4.8% | 45,193 | $7.4M |
| Haverford Trust Co | 0.08% | Reduce -8.4% | 44,871 | $7.4M |
| Echo45 Advisors LLC | 5.14% | New | 44,488 | $7.3M |
| EP Wealth Advisors, LLC | 0.08% | Add +3.6% | 44,444 | $7.3M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +9.4% | 44,272 | $7.3M |
| J.W. Cole Advisors, Inc. | 0.34% | Reduce -5.1% | 44,106 | $7.2M |
| RVW Wealth, LLC | 0.72% | Reduce -3.0% | 43,738 | $7.2M |
| Amplius Wealth Advisors, LLC | 0.79% | Reduce -11.5% | 43,346 | $7.1M |
| &partners | 0.31% | Add +523.9% | 43,331 | $7.1M |
| Lumbard & Kellner, LLC | 3.36% | Reduce -0.9% | 43,260 | $7.1M |
| E&G Advisors, LLC | 2.08% | Add +17.3% | 43,054 | $7.1M |
| Connecticut Wealth Management, LLC | 0.36% | Reduce -2.0% | 42,797 | $7.0M |
| ZWJ Investment Counsel Inc. | 0.31% | Add +14.4% | 42,789 | $7.0M |
| Corecam Pte. Ltd. | 5.23% | Reduce -27.7% | 42,550 | $7.0M |
| REDW Wealth LLC | 1.83% | Reduce -4.3% | 42,443 | $7.0M |
| GC Wealth Management RIA, LLC | 1.37% | Reduce -0.1% | 42,238 | $6.9M |
| Intrepid Financial Planning Group LLC | 2.97% | Reduce -2.7% | 42,169 | $6.9M |
| Atlantic Edge Private Wealth Management, LLC | 2.31% | Add +9.0% | 42,063 | $6.9M |
| Summit Financial, LLC | 0.31% | Add +16.4% | 41,796 | $6.9M |
| Well Done, LLC | 1.42% | Reduce -7.2% | 41,731 | $6.9M |
| Park Avenue Securities LLC | 0.08% | Add +9.1% | 41,443 | $6.8M |
| Allworth Financial LP | 0.04% | Reduce -3.6% | 40,085 | $6.8M |
| Spectrum Asset Management, Inc. (NB/CA) | 3.12% | Add +22.6% | 41,053 | $6.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.13% | Reduce -3.0% | 40,763 | $6.7M |
| Dravo Bay LLC | 3.71% | Add +8.3% | 40,645 | $6.7M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +1.7% | 40,626 | $6.7M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +1.7% | 40,626 | $6.7M |
| Lantern Wealth Advisors, LLC | 4.83% | Reduce -1.5% | 40,546 | $6.7M |
| Herold Advisors, Inc. | 1.54% | Add +1.4% | 40,546 | $6.7M |
| Ramiah Investment Group | 6.48% | Reduce -42.7% | 40,388 | $6.6M |
| Transcend Capital Advisors, LLC | 0.48% | Add +20.3% | 40,326 | $6.6M |
| Arkadios Wealth Advisors | 0.45% | Add +206.2% | 40,315 | $6.6M |
| Brown Brothers Harriman & Co. | 0.05% | Add +17.5% | 40,260 | $6.6M |
| Curbstone Financial Management Corp | 1.43% | Add +1.6% | 40,187 | $6.6M |
| Northern Trust Corp. | 0.00% | Add +2.7% | 40,167 | $6.6M |
| Ieq Capital, LLC | 0.09% | Add +1.4% | 39,748 | $6.5M |
| Advisors Preferred, LLC | 1.12% | Reduce -5.9% | 39,804 | $6.5M |
| Blue Investment Partners LLC | 2.94% | Reduce -25.8% | 39,472 | $6.5M |
| Ancora Advisors LLC | 0.16% | Reduce -3.9% | 39,424 | $6.5M |
| Taylor & Morgan Wealth Management, LLC | 4.57% | Reduce -13.5% | 39,326 | $6.5M |
| U.S. Capital Wealth Advisors, LLC | 0.25% | Add +1.1% | 39,274 | $6.5M |
| Sanders Morris Harris LLC | 1.06% | Add +254.5% | 39,269 | $6.5M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Reduce -0.3% | 38,976 | $6.4M |
| Buffington Mohr McNeal | 1.12% | Add +2.6% | 38,915 | $6.4M |
| Firestone Capital Management | 1.73% | Add +0.5% | 38,477 | $6.3M |
| Harbour Investments, Inc. | 0.21% | Add +1.9% | 38,247 | $6.3M |
| Pallas Capital Advisors LLC | 0.28% | Add +4.5% | 36,972 | $6.3M |
| Global Retirement Partners, LLC | 0.20% | Reduce -10.3% | 38,145 | $6.3M |
| Epic Trust Investment Advisors, LLC | 6.90% | Add +13.4% | 38,123 | $6.3M |
| United Capital Financial Advisors, LLC | 0.05% | Add +4.5% | 38,037 | $6.2M |
| Darrow Company, Inc. | 4.06% | Reduce -0.7% | 38,025 | $6.2M |
| HM Payson & Co. | 0.11% | Reduce -40.4% | 37,981 | $6.2M |
| Quad-Cities Investment Group, LLC | 3.45% | Add +4.5% | 37,907 | $6.2M |
| TMD Wealth Management, LLC | 1.36% | Add +23.5% | 37,627 | $6.2M |
| Focus Partners Advisor Solutions, LLC | 0.16% | Add +10.3% | 37,456 | $6.2M |
| Nations Financial Group Inc, /Ia/ | 0.50% | Add +1.6% | 37,343 | $6.1M |
| Parsons Capital Management Inc. | 0.41% | Add +12.2% | 36,916 | $6.1M |
| Koshinski Asset Management, Inc. | 0.56% | Reduce -1.6% | 36,815 | $6.0M |
| Partnership Wealth Management, LLC | 4.42% | Add +22370.4% | 36,402 | $6.0M |
| Absolute Capital Management, LLC | 3.56% | New | 35,749 | $5.9M |
| Bessemer Group Inc. | 0.01% | Reduce -50.5% | 35,720 | $5.9M |
| Eldridge Investment Advisors, Inc. | 1.47% | Add +0.0% | 35,580 | $5.8M |
| Ameritas Advisory Services, LLC | 0.22% | Add +6.3% | 35,505 | $5.8M |
| Hoylecohen, LLC | 0.44% | Reduce -6.3% | 35,216 | $5.8M |
| Dupont Capital Management Corp. | 0.50% | Reduce -72.8% | 35,210 | $5.8M |
| Navalign, LLC | 1.82% | Add +6.7% | 35,188 | $5.8M |
| LM Advisors LLC | 1.15% | Add +11.1% | 36,985 | $5.8M |
| Carmichael Hill & Associates, Inc. | 2.33% | Add +6.7% | 34,856 | $5.7M |
| Retireful, LLC | 2.69% | Reduce -64.4% | 34,754 | $5.7M |
| NewEdge Wealth, LLC | 0.12% | Reduce -2.2% | 34,575 | $5.7M |
| Montis Financial, LLC | 2.60% | Add +296.3% | 34,572 | $5.7M |
| Black Maple Capital Management LP | 4.16% | Add +22.8% | 34,500 | $5.7M |
| Trust Co | 0.72% | Add +0.5% | 34,048 | $5.6M |
| CHURCHILL MANAGEMENT Corp | 0.07% | Reduce -6.2% | 33,987 | $5.6M |
| Weil Company, Inc. | 2.02% | Reduce -0.4% | 33,641 | $5.5M |
| Legacy Edge Advisors, LLC | 1.01% | Add +16.0% | 33,449 | $5.5M |
| Fca Corp. | 1.76% | Add +1.6% | 33,420 | $5.5M |
| Stelac Advisory Services LLC | 2.27% | Add +1.2% | 32,932 | $5.4M |
| NDWM LLC | 4.79% | Add +1.3% | 32,874 | $5.4M |
| Great Diamond Partners, LLC | 1.27% | Reduce -3.9% | 32,774 | $5.4M |
| Madison Wealth Partners, Inc | 1.83% | Reduce -0.6% | 32,564 | $5.3M |
| BlueChip Wealth Advisors LLC | 3.15% | Reduce -10.0% | 32,553 | $5.3M |
| Smith, Moore & Co. | 0.55% | Add +1.1% | 32,412 | $5.3M |
| Grant Street Asset Management, Inc. | 1.66% | Reduce -2.1% | 32,307 | $5.3M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +18.9% | 32,246 | $5.3M |
| Modus Advisors, LLC | 1.85% | Add +1.1% | 31,922 | $5.2M |
| NorthCoast Asset Management LLC | 0.04% | Add +396.6% | 31,785 | $5.2M |
| Oxbow Advisors, LLC | 0.63% | Reduce -1.5% | 31,783 | $5.2M |
| Mutual Advisors, LLC | 0.16% | Add +30.8% | 30,533 | $5.2M |
| Bcwm, LLC | 1.86% | Add +8.2% | 31,420 | $5.2M |
| CapWealth Advisors, LLC | 0.65% | Add +14.3% | 31,340 | $5.1M |
| Retirement Income Solutions, Inc. | 1.24% | Reduce -29.1% | 31,180 | $5.1M |
| Flow Traders U.S. LLC | 0.25% | Add +670.9% | 30,911 | $5.1M |
| Benchmark Financial Wealth Advisors, LLC | 1.87% | Add +1.3% | 30,793 | $5.1M |
| Strategic Financial Concepts, LLC | 2.94% | Add +11793.4% | 6,406,233 | $5.1M |
| Prospera Financial Services Inc | 0.14% | Reduce -2.3% | 30,728 | $5.1M |
| HB Wealth Management, LLC | 0.06% | Reduce -5.3% | 30,651 | $5.0M |
| Guidance Capital, Inc. | 1.64% | Add +28.6% | 29,187 | $5.0M |
| Elevated Capital Advisors, LLC | 1.40% | Reduce -16.3% | 30,402 | $5.0M |
| Birchcreek Wealth Management, LLC | 2.81% | Reduce -0.1% | 30,399 | $5.0M |
| Heritage Trust Co | 0.66% | Add +5.8% | 30,294 | $5.0M |
| GFS Advisors, LLC | 0.80% | Reduce -93.3% | 2,035 | $5.0M |
| Oarsman Capital, Inc. | 1.09% | Add +37.5% | 30,233 | $5.0M |
| Milestone Investment Advisors LLC | 1.31% | No change | 29,983 | $4.9M |
| Bryn Mawr Trust Advisors, LLC | 0.27% | Reduce -7.9% | 29,769 | $4.9M |
| Clarus Wealth Advisors | 2.59% | Reduce -1.4% | 29,503 | $4.9M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +22.7% | 29,572 | $4.9M |
| Level Four Advisory Services, LLC | 0.22% | Reduce -2.0% | 29,504 | $4.8M |
| Sowell Financial Services LLC | 0.23% | Add +25.9% | 29,105 | $4.8M |
| Access Financial Services, Inc. | 2.17% | Reduce -2.8% | 29,082 | $4.8M |
| Focus Financial Network, Inc. | 0.20% | Reduce -0.4% | 27,863 | $4.8M |
| Private Client Services, LLC | 2.99% | Add +34.8% | 28,996 | $4.8M |
| Diversify Advisory Services, LLC | 0.26% | Add +46.2% | 29,040 | $4.8M |
| Moneco Advisors, LLC | 0.70% | Reduce -16.4% | 28,926 | $4.8M |
| Rothschild Capital Partners, LLC | 1.34% | Reduce -74.7% | 28,618 | $4.7M |
| Relative Value Partners Group, LLC | 0.61% | New | 28,596 | $4.7M |
| Lake Street Private Wealth, LLC | 0.61% | Add +6.6% | 28,596 | $4.7M |
| Market Street Wealth Management Advisors LLC | 0.80% | Reduce -2.1% | 28,556 | $4.7M |
| Sage Capital Management, LLC | 2.46% | Add +0.1% | 28,488 | $4.7M |
| 9258 Wealth Management, LLC | 0.71% | Reduce -4.5% | 28,255 | $4.6M |
| LYNX Capital Group Ltd. | 3.20% | Add +1.8% | 28,138 | $4.6M |
| Pinnacle Wealth Management Group, Inc. | 3.13% | Add +16.3% | 28,128 | $4.6M |
| General American Investors Co. Inc. | 0.33% | No change | 28,111 | $4.6M |
| Redhawk Wealth Advisors, Inc. | 0.71% | Reduce -10.8% | 28,084 | $4.6M |
| Fiduciary Group, LLC | 0.50% | Reduce -28.6% | 28,077 | $4.6M |
| NovaPoint Capital, LLC | 1.56% | Reduce -28.0% | 28,044 | $4.6M |
| Insigneo Advisory Services, LLC | 0.51% | Reduce -0.5% | 27,988 | $4.6M |
| Personal Cfo Solutions, LLC | 0.70% | Add +6.9% | 27,632 | $4.5M |
| Renasant Bank | 3.12% | Add +356.1% | 27,623 | $4.5M |
| Bokf, NA | 0.08% | Add +6.1% | 27,573 | $4.5M |
| Acima Private Wealth, LLC | 1.65% | Add +32.9% | 27,414 | $4.5M |
| WealthShield Partners, LLC | 0.68% | Add +88.3% | 27,224 | $4.5M |
| Ethos Financial Group, LLC | 0.79% | Add +10.0% | 27,198 | $4.5M |
| Lake Hills Wealth Management, LLC | 3.21% | Add +40.1% | 27,192 | $4.5M |
| Thoroughbred Financial Services, LLC | 0.30% | Add +45.5% | 27,177 | $4.5M |
| Wellspring Financial Advisors, LLC | 0.50% | Reduce -1.1% | 27,022 | $4.4M |
| Gateway Wealth Partners, LLC | 1.33% | Add +29.0% | 26,878 | $4.4M |
| Carolinas Wealth Consulting LLC | 0.85% | Reduce -27.1% | 26,858 | $4.4M |
| GeoWealth Management, LLC | 0.19% | Add +219.4% | 26,854 | $4.4M |
| Spire Wealth Management | 0.15% | Reduce -5.1% | 26,524 | $4.4M |
| Parkside Investments, LLC | 0.69% | Add +0.6% | 26,484 | $4.4M |
| Agf Management Ltd. | 0.02% | Add +2.5% | 26,468 | $4.3M |
| Fulton Breakefield Broenniman LLC | 0.32% | Reduce -2.2% | 26,309 | $4.3M |
| Aspiriant, LLC | 0.18% | Reduce -23.1% | 26,245 | $4.3M |
| Modern Wealth Management, LLC | 0.32% | Reduce -0.7% | 26,226 | $4.3M |
| Cohen & Steers, Inc. | 0.01% | Reduce -16.0% | 26,223 | $4.3M |
| Lester Murray Antman dba SimplyRich | 1.35% | No change | 26,011 | $4.3M |
| First United Bank & Trust | 1.58% | Add +6.7% | 25,770 | $4.2M |
| Provident Wealth Management, LLC | 1.54% | Reduce -25.2% | 25,593 | $4.2M |
| Stone Summit Wealth LLC | 1.50% | Add +14.9% | 25,543 | $4.2M |
| Magnus Financial Group LLC | 0.47% | Add +3.3% | 25,169 | $4.1M |
| Farther Finance Advisors, LLC | 0.20% | Add +59.3% | 25,363 | $4.1M |
| Fortis Group Advisors, LLC | 0.82% | Add +231.4% | 25,152 | $4.1M |
| Defined Wealth Management, LLC | 2.87% | Reduce -0.1% | 25,150 | $4.1M |
| Stock Yards Bank & Trust Co. | 0.14% | Add +4.2% | 25,060 | $4.1M |
| Orion Capital Management LLC | 2.17% | Reduce -1.6% | 25,045 | $4.1M |
| Shoker Investment Counsel, Inc. | 1.45% | Add +19.8% | 24,965 | $4.1M |
| Erste Asset Management GmbH | 0.05% | Reduce -7.9% | 24,750 | $4.1M |
| Alta Wealth Advisors LLC | 2.02% | Add +28.0% | 24,686 | $4.1M |
| Wakefield Asset Management LLLP | 1.42% | Reduce -6.7% | 24,613 | $4.0M |
| New Insight Wealth Advisors | 2.37% | Reduce -2.6% | 24,550 | $4.0M |
| Smith Anglin Financial, LLC | 0.41% | Reduce -2.6% | 24,470 | $4.0M |
| FineMark National Bank & Trust | 0.15% | Add +4.3% | 24,301 | $4.0M |
| Ironwood Financial, llc | 0.89% | Add +10.6% | 24,282 | $4.0M |
| Independent Financial Group, LLC | 0.16% | Reduce -5.1% | 24,204 | $4.0M |
| St. Louis Trust Co | 0.60% | No change | 24,395 | $4.0M |
| Stone House Investment Management, LLC | 1.02% | Reduce -21.5% | 23,822 | $3.9M |
| RMR Capital Management, LLC | 3.53% | Reduce -1.3% | 23,566 | $3.9M |
| Dana Investment Advisors, Inc. | 0.13% | Reduce -11.7% | 23,351 | $3.8M |
| CRA Financial Services, LLC | 0.77% | Add +4.9% | 23,313 | $3.8M |
| Raffa Wealth Management, LLC | 1.09% | Add +0.4% | 23,293 | $3.8M |
| Roundview Capital LLC | 0.30% | Add +16.6% | 23,290 | $3.8M |
| Koss-Olinger Consulting, LLC | 0.35% | New | 23,237 | $3.8M |
| First National Trust Co | 0.16% | Reduce -26.3% | 23,185 | $3.8M |
| StoneCrest Wealth Management, Inc. | 2.90% | Reduce -10.2% | 23,159 | $3.8M |
| Horizon Wealth Management, LLC | 0.91% | Reduce -27.1% | 23,152 | $3.8M |
| Capitol Family Office, Inc. | 5.08% | Reduce -8.1% | 23,122 | $3.8M |
| Moloney Securities Asset Management, LLC | 0.55% | Reduce -2.8% | 23,115 | $3.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.63% | Reduce -4.7% | 22,974 | $3.8M |
| Cherry Tree Wealth Management, LLC | 0.95% | Add +25.9% | 22,934 | $3.8M |
| Merkkuri Wealth Advisors LLC | 3.42% | — | 22,644 | $3.7M |
| Archford Capital Strategies, LLC | 0.60% | Add +1.1% | 22,602 | $3.7M |
| Azimuth Capital Investment Management LLC | 0.15% | No change | 22,565 | $3.7M |
| Pinnacle Financial Partners Inc | 0.08% | Add +2.9% | 22,152 | $3.7M |
| Legacy Private Trust Co. | 0.26% | Reduce -3.3% | 22,477 | $3.7M |
| Principal Securities, Inc. | 0.10% | Add +1.0% | 22,451 | $3.7M |
| Dorsey & Whitney Trust CO LLC | 0.25% | Reduce -0.1% | 22,391 | $3.7M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -6.0% | 22,356 | $3.7M |
| Headlands Technologies LLC | 0.39% | Add +89.0% | 22,325 | $3.7M |
| All Season Financial Advisors, Inc. | 3.29% | New | 22,097 | $3.6M |
| Axxcess Wealth Management, LLC | 0.10% | Reduce -62.8% | 22,031 | $3.6M |
| Walleye Trading LLC | 0.07% | Add +53.2% | 22,025 | $3.6M |
| Highland Capital Management, LLC | 0.21% | Reduce -8.2% | 21,989 | $3.6M |
| National Philanthropic Trust | 0.07% | No change | 21,920 | $3.6M |
| Lunt Capital Management, Inc. | 1.76% | Add +14.6% | 21,792 | $3.6M |
| Lane & Associates LLC | 2.10% | Add +35.6% | 21,725 | $3.6M |
| Summit Financial Wealth Advisors, LLC | 0.72% | No change | 21,707 | $3.6M |
| Elevation Wealth Partners, LLC | 1.68% | Add +21.5% | 21,616 | $3.6M |
| Berkshire Money Management, Inc. | 0.43% | Reduce -8.9% | 21,312 | $3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 21,160 | $3.5M |
| Evolution Wealth Advisors, LLC | 0.68% | Add +4.6% | 21,154 | $3.5M |
| Gateway Advisory, LLC | 0.59% | Add +2.7% | 21,141 | $3.5M |
| Wick Capital Partners, LLC | 1.20% | Reduce -1.1% | 21,087 | $3.5M |
| Legacy Capital Group California, Inc. | 1.24% | Reduce -0.8% | 20,983 | $3.4M |
| Credit Agricole S A | 0.02% | Add +2.3% | 20,951 | $3.4M |
| Diversified Trust Co. | 0.10% | Add +72.2% | 20,941 | $3.4M |
| AQR Capital Management | 0.01% | Add +149.3% | 20,882 | $3.4M |
| Viawealth, LLC | 2.10% | Add +2.8% | 20,600 | $3.4M |
| Gator Capital Management, LLC | 1.71% | Add +7.5% | 20,536 | $3.4M |
| O'ROURKE & COMPANY, Inc | 1.90% | Add +5.2% | 20,509 | $3.4M |
| Penserra Capital Management LLC | 0.04% | Reduce -71.8% | 20,472 | $3.4M |
| Ciovacco Capital Management LLC | 2.16% | Reduce -1.8% | 20,355 | $3.3M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -8.3% | 20,313 | $3.3M |
| CoreCap Advisors, LLC | 0.35% | Reduce -1.2% | 20,234 | $3.3M |
| Pettyjohn, Wood & White, Inc. | 0.64% | Add +11.8% | 20,205 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +793.7% | 20,180 | $3.3M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.30% | Reduce -82.7% | 20,071 | $3.3M |
| Dagco, Inc. | 1.47% | Reduce -1.4% | 20,131 | $3.3M |
| Counterweight Ventures, LLC | 2.49% | Reduce -0.1% | 20,081 | $3.3M |
| Marino, Stram & Associates LLC | 0.81% | Add +27.4% | 20,077 | $3.3M |
| Centaurus Financial, Inc. | 0.22% | Reduce -38.6% | 19,958 | $3.3M |
| First National Bank of Mount Dora, Trust Investment Services | 0.79% | No change | 19,927 | $3.3M |
| Hart & Patterson Financial Group LLC | 1.62% | Reduce -2.0% | 19,910 | $3.3M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -14.3% | 19,892 | $3.3M |
| Krilogy Financial LLC | 0.24% | Add +3.1% | 19,715 | $3.2M |
| Mgo One Seven LLC | 0.15% | Add +2.4% | 19,648 | $3.2M |
| Brightwater Advisory LLC | 2.49% | Reduce -21.4% | 19,646 | $3.2M |
| Meridian Investment Counsel Inc. | 1.02% | Add +6.3% | 19,600 | $3.2M |
| Jacobi Capital Management LLC | 0.28% | Add +5.1% | 19,584 | $3.2M |
| Abbrea Capital, LLC | 0.42% | Add +6.0% | 19,510 | $3.2M |
| Paces Ferry Wealth Advisors, LLC | 1.92% | Add +4.1% | 19,335 | $3.2M |
| Peak Planning Group, LLC | 1.56% | Add +14.8% | 19,290 | $3.2M |
| Cordgrass Capital Advisors, LLC | 0.99% | Reduce -1.8% | 19,187 | $3.2M |
| Cannell & Spears LLC | 0.07% | Add +2.0% | 19,156 | $3.1M |
| Northeast Financial Group, Inc. | 1.35% | Reduce -42.0% | 19,136 | $3.1M |
| Sagace Wealth Management LLC | 3.08% | — | 18,486 | $3.1M |
| Maltin Wealth Management, Inc. | 1.68% | Add +13.0% | 19,081 | $3.1M |
| Atom Investors LP | 0.31% | Add +78.9% | 19,007 | $3.1M |
| Lyell Wealth Management, LP | 0.30% | Reduce -18.6% | 18,945 | $3.1M |
| Baker Ellis Asset Management LLC | 0.47% | No change | 18,939 | $3.1M |
| Hilltop Holdings Inc. | 0.36% | Reduce -6.2% | 18,882 | $3.1M |
| World Investment Advisors | 0.19% | Add +161.3% | 18,843 | $3.1M |
| AE Wealth Management LLC | 0.03% | Reduce -3.9% | 18,750 | $3.1M |
| Roger Wittlin Investment Advisory, LLC | 1.97% | Reduce -17.9% | 18,711 | $3.1M |
| TAP Consulting, LLC | 0.65% | Reduce -23.7% | 18,711 | $3.1M |
| Beck Bode, LLC | 0.62% | Reduce -24.8% | 18,663 | $3.1M |
| Investment Advisory Services Inc. /TX | 1.12% | Reduce -2.4% | 18,589 | $3.1M |
| Quest Investment Management LLC | 0.34% | Add +8.3% | 18,568 | $3.1M |
| Helios Capital Management Pte. Ltd. | 1.99% | Add +48.4% | 18,550 | $3.0M |
| Meridian Financial Advisors, LLC | 2.19% | Add +6.2% | 18,391 | $3.0M |
| Bison Wealth, LLC | 0.49% | No change | 17,833 | $3.0M |
| Cowa, LLC | 1.61% | Add +193.1% | 28,097 | $3.0M |
| Jaffetilchin Investment Partners, LLC | 0.26% | Reduce -2.2% | 18,271 | $3.0M |
| Bouchey Financial Group, Ltd. | 0.28% | Reduce -0.1% | 18,197 | $3.0M |
| GM Advisory Group, LLC | 0.19% | Add +0.8% | 18,160 | $3.0M |
| Ironsides Asset Advisors, LLC | 0.99% | Add +0.4% | 18,108 | $3.0M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +1.7% | 17,826 | $2.9M |
| Marshall Financial Group, LLC | 0.81% | Add +11.2% | 17,711 | $2.9M |
| Caprock Group, LLC | 0.12% | Reduce -10.2% | 17,667 | $2.9M |
| Martel Wealth Advisors LLC | 0.62% | Add +0.7% | 17,647 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.14% | Add +3.6% | 17,610 | $2.9M |
| Williams Jones Wealth Management, LLC. | 0.04% | Reduce -20.2% | 17,439 | $2.9M |
| TrueWealth Advisors, LLC | 1.06% | Add +13.6% | 17,401 | $2.9M |
| Arkos Global Advisors | 0.46% | Reduce -12.1% | 17,393 | $2.9M |
| Verity Asset Management, Inc. | 1.12% | Reduce -0.2% | 17,349 | $2.9M |
| Catalina Capital Group, LLC | 1.08% | Add +93.2% | 17,299 | $2.8M |
| Kovack Advisors, Inc. | 0.31% | New | 17,290 | $2.8M |
| Mosaic Financial Group, LLC | 2.03% | Add +4.3% | 17,175 | $2.8M |
| Simmons Bank | 0.21% | Add +48.5% | 17,107 | $2.8M |
| Oak Root LLC | 0.37% | Reduce -55.8% | 17,082 | $2.8M |
| KPP Advisory Services LLC | 0.74% | Reduce -0.5% | 16,970 | $2.8M |
| AlphaStar Capital Management, LLC | 0.26% | Add +80.7% | 16,799 | $2.8M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +38.0% | 16,886 | $2.8M |
| Veery Capital, LLC | 1.12% | Add +12.0% | 16,808 | $2.8M |
| Telos Capital Management, Inc. | 0.31% | Reduce -0.8% | 16,789 | $2.8M |
| Prostatis Group LLC | 0.96% | Reduce -10.4% | 16,686 | $2.7M |
| Alpha Omega Wealth Management LLC | 0.52% | Reduce -0.2% | 16,685 | $2.7M |
| Global Financial Private Client, LLC | 1.13% | Reduce -6.3% | 16,515 | $2.7M |
| Waterford Advisors, LLC | 1.12% | Reduce -3.6% | 16,312 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +24.8% | 16,307 | $2.7M |
| Allie Family Office LLC | 1.60% | Add +131.9% | 16,191 | $2.7M |
| First National Bank Sioux Falls | 1.36% | Reduce -6.6% | 15,974 | $2.6M |
| Bailard, Inc. | 0.07% | Add +0.0% | 15,927 | $2.6M |
| Walleye Capital LLC | 0.03% | Add +2.6% | 15,900 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +1.5% | 15,861 | $2.6M |
| Delta Investment Management, LLC | 0.57% | Add +0.4% | 15,845 | $2.6M |
| Schrum Private Wealth Management LLC | 2.34% | Reduce -4.4% | 15,786 | $2.6M |
| Private Trust Co. NA | 0.28% | Reduce -2.4% | 15,776 | $2.6M |
| Daymark Wealth Partners, LLC | 0.12% | Add +669.2% | 15,722 | $2.6M |
| Gries Financial LLC | 0.53% | Reduce -51.1% | 15,695 | $2.6M |
| First Interstate Bank | 0.17% | Add +20.6% | 15,654 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.27% | Reduce -8.5% | 15,639 | $2.6M |
| Edgestream Partners, L.P. | 0.12% | Add +439.2% | 15,571 | $2.6M |
| Strategy Asset Managers LLC | 0.57% | Reduce -21.5% | 17,067 | $2.6M |
| PFG Advisors | 0.17% | Reduce -12.6% | 15,504 | $2.5M |
| Patten & Patten Inc. | 0.18% | Add +4.8% | 15,494 | $2.5M |
| ProVise Management Group, LLC | 0.22% | Add +6.3% | 15,476 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Reduce -15.8% | 15,441 | $2.5M |
| Klingman & Associates, LLC | 0.17% | Reduce -4.8% | 15,368 | $2.5M |
| Fortune Financial Advisors, LLC | 1.54% | Reduce -0.6% | 15,341 | $2.5M |
| First PREMIER Bank | 0.67% | Reduce -2.9% | 15,236 | $2.5M |
| Cambridge Capital Management, LLC | 1.84% | Reduce -3.0% | 15,106 | $2.5M |
| Sunpointe, LLC | 1.61% | Add +6.9% | 15,082 | $2.5M |
| Lanark Financial, Inc. | 0.23% | Reduce -4.0% | 15,083 | $2.5M |
| Creative Financial Designs Inc. | 0.22% | Add +6.6% | 15,067 | $2.5M |
| Rothschild Investment LLC | 0.17% | Add +13.6% | 14,999 | $2.5M |
| Cahill Financial Advisors Inc. | 0.34% | Reduce -2.7% | 14,976 | $2.5M |
| Apexium Financial, LP | 0.18% | Reduce -0.9% | 14,939 | $2.5M |
| Fifth Third Wealth Advisors LLC | 0.19% | Add +161.2% | 14,913 | $2.4M |
| Tranquility Partners, LLC | 0.94% | Reduce -4.2% | 14,854 | $2.4M |
| Pacific Capital Wealth Advisors, Inc. | 0.45% | Reduce -5.0% | 14,851 | $2.4M |
| Marco Investment Management LLC | 0.22% | Add +1.1% | 14,769 | $2.4M |
| Hancock Whitney Corp. | 0.08% | Reduce -7.3% | 14,672 | $2.4M |
| Davis R M Inc. | 0.05% | Add +28.2% | 14,666 | $2.4M |
| MJP Associates Inc. | 0.50% | Add +7.1% | 14,661 | $2.4M |
| Garner Asset Management Corp | 0.89% | Reduce -10.1% | 14,654 | $2.4M |
| Wealthspire Advisors, LLC | 0.03% | Add +15.5% | 14,604 | $2.4M |
| Acorn Wealth Advisors, LLC | 1.19% | Add +0.1% | 14,597 | $2.4M |
| Clear Harbor Asset Management, LLC | 0.21% | Reduce -13.8% | 14,348 | $2.4M |
| Godshalk Welsh Capital Management, Inc. | 1.57% | Reduce -2.4% | 14,336 | $2.4M |
| KWB Wealth | 0.32% | No change | 13,852 | $2.3M |
| BOK Financial Private Wealth, Inc. | 0.17% | Reduce -0.3% | 14,270 | $2.3M |
| Osborne Partners Capital Management, LLC | 0.14% | Reduce -2.6% | 14,251 | $2.3M |
| Rhumbline Advisers | 0.00% | Reduce -2.5% | 14,203 | $2.3M |
| Belpointe Asset Management LLC | 0.16% | Reduce -40.5% | 14,129 | $2.3M |
| Factorial Partners, LLC | 1.42% | No change | 14,000 | $2.3M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -0.3% | 13,992 | $2.3M |
| First Merchants Corp. | 0.09% | Reduce -1.5% | 13,929 | $2.3M |
| Summit Investment Advisory Services, LLC | 2.68% | New | 13,896 | $2.3M |
| Monument Capital Management | 0.67% | Reduce -4.5% | 13,890 | $2.3M |
| MTM Investment Management, LLC | 0.93% | Reduce -1.4% | 13,833 | $2.3M |
| Freestone Capital Holdings, LLC | 0.08% | Add +0.7% | 13,813 | $2.3M |
| Hirtle & Co., LLC | 0.11% | New | 13,673 | $2.2M |
| Financial Guidance Group, Inc. | 1.37% | New | 13,601 | $2.2M |
| Dodds Wealth, LLC | 0.87% | Add +0.0% | 13,608 | $2.2M |
| Alpha Cubed Investments, LLC | 0.11% | Reduce -13.0% | 13,532 | $2.2M |
| Avestar Capital, LLC | 0.25% | Reduce -10.5% | 13,500 | $2.2M |
| First Heartland Consultants, Inc. | 0.22% | Add +6.5% | 13,493 | $2.2M |
| Van Hulzen Asset Management, LLC | 0.15% | Add +56.1% | 13,459 | $2.2M |
| Conservest Capital Advisors, Inc. | 0.24% | No change | 13,039 | $2.2M |
| Excalibur Management Corp. | 0.90% | Add +40.3% | 13,396 | $2.2M |
| M Holdings Securities, Inc. | 0.28% | New | 13,256 | $2.2M |
| Burns J W & Co. Inc. | 0.29% | Add +0.3% | 13,251 | $2.2M |
| Heritage Wealth Advisors | 0.10% | No change | 13,242 | $2.2M |
| Tiaa Trust, National Association | 0.01% | Add +12.1% | 13,242 | $2.2M |
| Vontobel Holding Ltd. | 0.01% | Add +261.3% | 13,225 | $2.2M |
| Meridian Wealth Management, LLC | 0.26% | New | 13,156 | $2.2M |
| Twelve Points Wealth Management LLC | 0.75% | Reduce -2.8% | 12,977 | $2.1M |
| Chicago Partners Investment Group LLC | 0.08% | Add +0.7% | 12,257 | $2.1M |
| Sharkey, Howes & Javer | 0.34% | Reduce -9.8% | 12,725 | $2.1M |
| Laraway Financial Advisors Inc | 1.78% | Add +2.9% | 13,102 | $2.1M |
| M&T Bank Corp | 0.01% | Reduce -15.0% | 12,675 | $2.1M |
| Red Door Wealth Management, LLC | 0.37% | Add +1.4% | 12,642 | $2.1M |
| Atlas Wealth LLC | 0.36% | Reduce -6.4% | 12,541 | $2.1M |
| Welch Capital Partners LLC | 0.49% | New | 12,488 | $2.1M |
| Kennicott Capital Management LLC | 0.85% | Reduce -3.2% | 12,464 | $2.0M |
| Darwin Wealth Management, LLC | 1.02% | Reduce -5.6% | 12,456 | $2.0M |
| Discovery Capital Management, LLC / CT | 0.28% | Reduce -4.1% | 12,441 | $2.0M |
| L.M. Kohn & Company | 0.55% | Reduce -2.0% | 12,267 | $2.0M |
| Deutsche Bank AG | 0.00% | Add +7.9% | 12,259 | $2.0M |
| Allegheny Financial Group | 0.58% | Add +58.3% | 12,241 | $2.0M |
| 360 Financial, Inc. | 0.76% | Reduce -0.8% | 12,219 | $2.0M |
| Meadow Creek Wealth Advisors LLC | 1.90% | Reduce -0.6% | 12,206 | $2.0M |
| Triangle Securities Wealth Management | 0.56% | Reduce -5.0% | 12,163 | $2.0M |
| Farmers National Bank | 0.60% | Add +9.3% | 12,152 | $2.0M |
| Steel Grove Capital Advisors, LLC | 0.28% | Reduce -42.1% | 12,137 | $2.0M |
| Cape Investment Advisory, Inc. | 0.90% | Add +25.6% | 12,135 | $2.0M |
| Tocqueville Asset Management L.P. | 0.03% | Add +100.3% | 12,073 | $2.0M |
| BTC Capital Management, Inc. | 0.18% | No change | 12,000 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.0% | 12,000 | $2.0M |
| Fifth Third Bancorp | 0.01% | Reduce -6.1% | 11,965 | $2.0M |
| CoreFirst Bank & Trust | 1.30% | Add +9.8% | 11,764 | $1.9M |
| American Capital Advisory, LLC | 1.37% | Add +18.7% | 12,180 | $1.9M |
| Grant/GrossMendelsohn, LLC | 0.88% | Add +3.7% | 11,665 | $1.9M |
| Bantamac Capital, LLC | 1.15% | Reduce -23.2% | 11,654 | $1.9M |
| BKM Wealth Management, LLC | 0.92% | Reduce -1.4% | 11,604 | $1.9M |
| Patriot Investment Management Group, Inc. | 0.15% | Reduce -3.4% | 11,576 | $1.9M |
| Asset Allocation & Management Company, LLC | 1.25% | No change | 11,468 | $1.9M |
| Transamerica Financial Advisors, LLC | 0.20% | No change | 11,465 | $1.9M |
| American Investment Services, Inc. | 0.33% | No change | 11,464 | $1.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.09% | Reduce -7.7% | 11,430 | $1.9M |
| Silver Oak Securities, Incorporated | 0.28% | Reduce -40.4% | 11,429 | $1.9M |
| Boothe Investment Group, Inc. | 0.86% | Reduce -12.5% | 11,450 | $1.9M |
| Creekside Partners | 1.03% | — | 11,273 | $1.9M |
| Boston Mountain Money Management Inc. | 1.22% | Add +61.3% | 11,237 | $1.8M |
| Pine Valley Investments Ltd Liability Co | 0.14% | Add +3.2% | 11,201 | $1.8M |
| International Assets Investment Management, LLC | 0.17% | Add +4.0% | 11,129 | $1.8M |
| GTS Securities LLC | 0.04% | Reduce -84.0% | 11,061 | $1.8M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +2.0% | 11,052 | $1.8M |
| Advisory Research Inc. | 0.34% | Reduce -5.5% | 10,997 | $1.8M |
| Carrera Capital Advisors | 0.59% | — | 10,961 | $1.8M |
| NCM Capital Management, LLC | 0.94% | Add +0.1% | 10,924 | $1.8M |
| Main Street Financial Solutions, LLC | 0.17% | Reduce -6.6% | 10,848 | $1.8M |
| Johnson Investment Counsel Inc. | 0.02% | Add +12.1% | 10,831 | $1.8M |
| Macroview Investment Management LLC | 1.88% | Add +1229.6% | 10,690 | $1.8M |
| Richard W. Paul & Associates, LLC | 0.68% | Reduce -12.3% | 10,683 | $1.8M |
| Biondo Investment Advisors, LLC | 0.26% | Add +3.3% | 10,665 | $1.8M |
| Phoenix Wealth Advisors | 0.87% | Add +33.2% | 10,519 | $1.7M |
| Parisi Gray Wealth Management | 0.62% | Add +0.4% | 10,513 | $1.7M |
| Citizens Financial Group Inc. | 0.04% | Add +14.9% | 10,448 | $1.7M |
| Sowa Financial Group, Inc. | 1.30% | Reduce -30.1% | 10,441 | $1.7M |
| Carret Asset Management, LLC | 0.20% | Add +11.3% | 10,413 | $1.7M |
| Curi Capital, LLC | 0.04% | Reduce -2.3% | 10,412 | $1.7M |
| Ted Buchan & Co | 0.91% | Reduce -40.6% | 10,300 | $1.7M |
| Sunbelt Securities, Inc. | 0.17% | Reduce -3.9% | 10,235 | $1.7M |
| Baldwin Investment Management, LLC | 0.23% | Reduce -1.1% | 10,182 | $1.7M |
| Whittier Trust Co. | 0.02% | Reduce -12.1% | 10,027 | $1.6M |
| SkyView Investment Advisors, LLC | 0.29% | No change | 10,000 | $1.6M |
| Glaxis Capital Management, LLC | 2.85% | No change | 10,000 | $1.6M |
| Alphadyne Asset Management LP | 0.73% | New | 10,000 | $1.6M |
| Sandler Capital Management | 0.32% | New | 10,000 | $1.6M |
| Spotlight Asset Group, Inc. | 1.15% | Reduce -1.3% | 9,990 | $1.6M |
| Mather Group, Llc. | 0.02% | Add +253.3% | 9,659 | $1.6M |
| Townsquare Capital LLC | 0.02% | Add +6.1% | 9,903 | $1.6M |
| Pinnacle Wealth Planning Services, Inc. | 0.23% | Add +5.1% | 9,877 | $1.6M |
| CMG Global Holdings, LLC | 1.07% | Add +9.5% | 9,875 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.10% | No change | 9,625 | $1.6M |
| Consolidated Portfolio Review Corp | 0.37% | Add +20.3% | 9,620 | $1.6M |
| Cary Street Partners Asset Management LLC | 0.23% | Reduce -8.1% | 9,558 | $1.6M |
| Joseph P. Lucia & Associates, LLC | 0.80% | Add +139.8% | 9,509 | $1.6M |
| Root Financial Partners, LLC | 0.36% | Reduce -1.4% | 9,426 | $1.5M |
| EagleClaw Capital Managment, LLC | 0.28% | Add +8.5% | 9,405 | $1.5M |
| New Potomac Partners, LLC | 0.84% | Add +0.6% | 9,386 | $1.5M |
| WMS Partners, LLC | 0.10% | Add +0.0% | 9,382 | $1.5M |
| Gilman Hill Asset Management, LLC | 0.28% | No change | 9,356 | $1.5M |
| RDA Financial Network | 0.50% | Reduce -2.8% | 9,314 | $1.5M |
| Perennial Investment Advisors, LLC | 0.22% | Reduce -2.5% | 9,305 | $1.5M |
| EFG Asset Management (Americas) Corp. | 0.30% | Add +349.8% | 9,310 | $1.5M |
| SlateStone Wealth, LLC | 0.17% | Add +7.9% | 9,303 | $1.5M |
| Coastline Trust Co | 0.18% | Reduce -22.8% | 9,288 | $1.5M |
| WASHINGTON TRUST Co | 0.06% | Add +22.4% | 9,257 | $1.5M |
| Seelaus Asset Management LLC | 1.57% | Reduce -2.6% | 9,172 | $1.5M |
| LGL Partners, LLC | 0.22% | Add +0.4% | 9,162 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -4.0% | 9,150 | $1.5M |
| Buckingham Strategic Wealth, LLC | 0.02% | Add +1.0% | 9,150 | $1.5M |
| Tsfg, LLC | 0.35% | Add +0.1% | 9,133 | $1.5M |
| Mycio Wealth Partners, LLC | 0.38% | Reduce -1.7% | 9,124 | $1.5M |
| Blue Chip Partners, LLC | 0.14% | Reduce -7.9% | 9,122 | $1.5M |
| Vigilare Wealth Management | 0.66% | Add +637.8% | 9,097 | $1.5M |
| Advance Capital Management, Inc. | 0.07% | Reduce -86.0% | 8,965 | $1.5M |
| HBK Sorce Advisory LLC | 0.05% | Add +4.6% | 8,956 | $1.5M |
| Prairiewood Capital, LLC | 0.69% | No change | 8,915 | $1.5M |
| Moulton Wealth Management, Inc. | 1.33% | New | 8,899 | $1.5M |
| BigSur Wealth Management LLC | 0.45% | No change | 8,850 | $1.5M |
| Financial Counselors Inc. | 0.02% | Add +1.0% | 8,824 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 1.11% | Reduce -0.6% | 8,806 | $1.4M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -40.0% | 8,768 | $1.4M |
| Country Club Bank | 0.10% | Add +26.9% | 8,764 | $1.4M |
| Peregrine Asset Advisers, Inc. | 0.56% | Reduce -1.1% | 8,677 | $1.4M |
| Graypoint LLC | 0.10% | Reduce -2.8% | 8,650 | $1.4M |
| Evermay Wealth Management LLC | 0.23% | Add +2.4% | 8,640 | $1.4M |
| Guyasuta Investment Advisors Inc. | 0.10% | No change | 8,977 | $1.4M |
| Fisher Asset Management | 0.00% | Add +152.6% | 8,586 | $1.4M |
| Fortis Capital Advisors, LLC | 0.51% | Add +6.6% | 8,557 | $1.4M |
| Analyst IMS Investment Management Services Ltd. | 0.06% | Add +224.3% | 8,530 | $1.4M |
| Beaton Management Co. Inc. | 0.75% | Reduce -0.1% | 8,507 | $1.4M |
| Intellectus Partners, LLC | 0.38% | No change | 8,472 | $1.4M |
| Arcus Capital Partners, LLC | 0.54% | Reduce -31.3% | 8,462 | $1.4M |
| AdvisorNet Financial, Inc | 0.13% | Add +8.2% | 8,460 | $1.4M |
| Savant Capital, LLC | 0.01% | Reduce -1.7% | 8,450 | $1.4M |
| Trail Ridge Investment Advisors, LLC | 0.71% | Add +7.2% | 8,360 | $1.4M |
| Mark Sheptoff Financial Planning, LLC | 0.76% | Reduce -19.2% | 8,325 | $1.4M |
| Edge Capital Group, LLC | 0.07% | No change | 8,320 | $1.4M |
| Sandbox Financial Partners, LLC | 0.52% | Add +3.8% | 8,267 | $1.4M |
| WealthPLAN Partners, LLC | 0.14% | Reduce -72.6% | 8,153 | $1.3M |
| Compound Planning, Inc. | 0.10% | Add +39.7% | 8,137 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -95.7% | 8,090 | $1.3M |
| KCM Investment Advisors LLC | 0.05% | Reduce -0.5% | 8,082 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +54.9% | 8,080 | $1.3M |
| Vertex Planning Partners, LLC | 0.34% | Reduce -5.8% | 8,028 | $1.3M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | Add +16.2% | 8,009 | $1.3M |
| Diligent Investors, LLC | 0.33% | Reduce -7.4% | 8,006 | $1.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -11.1% | 8,010 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +23.2% | 7,625 | $1.3M |
| Rockbridge Investment Management, LCC | 0.19% | Add +1.0% | 7,949 | $1.3M |
| Patten Group, Inc. | 0.31% | Reduce -3.5% | 7,937 | $1.3M |
| Journey Strategic Wealth LLC | 0.06% | Add +4.0% | 7,928 | $1.3M |
| Good Life Advisors, LLC | 0.11% | Reduce -8.3% | 7,922 | $1.3M |
| Renaissance Technologies | 0.00% | New | 7,900 | $1.3M |
| Mountain Pacific Investment Advisers LLC | 0.10% | Add +20.7% | 7,853 | $1.3M |
| Financial Insights, Inc. | 0.36% | Reduce -15.7% | 7,824 | $1.3M |
| Bangor Savings Bank | 0.13% | Add +23.7% | 7,814 | $1.3M |
| Hartford Financial Management Inc. | 0.27% | Reduce -2.2% | 7,801 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.11% | Add +1.1% | 7,791 | $1.3M |
| Legacy Capital Wealth Partners, LLC | 0.33% | New | 7,787 | $1.3M |
| Francis Financial, Inc. | 0.39% | No change | 7,762 | $1.3M |
| Ardent Capital Management, Inc. | 0.62% | No change | 7,755 | $1.3M |
| Marks Group Wealth Management, Inc | 0.13% | No change | 7,746 | $1.3M |
| Econ Financial Services Corp | 0.79% | Add +0.7% | 7,738 | $1.3M |
| Keebeck Wealth Management | 0.18% | No change | 7,590 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.10% | Reduce -4.6% | 7,571 | $1.2M |
| JGP Wealth Management, LLC | 0.18% | Reduce -8.1% | 7,537 | $1.2M |
| Litman Gregory Wealth Management LLC | 0.11% | Add +7.0% | 7,496 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 7,475 | $1.2M |
| ARK & TLK Investments, LLC | 0.46% | Add +0.2% | 7,461 | $1.2M |
| Brighton Jones LLC | 0.04% | Reduce -1.4% | 7,459 | $1.2M |
| Alexander Labrunerie & Co., Inc. | 0.66% | Add +155.3% | 7,422 | $1.2M |
| Western Wealth Management, LLC | 0.09% | Reduce -12.2% | 7,408 | $1.2M |
| VCI Wealth Management LLC | 0.60% | Add +55.0% | 7,357 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.22% | Add +68.1% | 7,287 | $1.2M |
| Trueblood Wealth Management, LLC | 0.67% | Reduce -9.9% | 7,253 | $1.2M |
| LexAurum Advisors, LLC | 0.29% | Reduce -6.7% | 7,215 | $1.2M |
| NWF Advisory Services Inc. | 0.19% | Reduce -1.2% | 7,148 | $1.2M |
| Townsend Asset Management Corp. /NC/ | 0.45% | Add +0.3% | 7,126 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -0.8% | 7,073 | $1.2M |
| Alliance Wealth Management Group | 0.33% | No change | 7,049 | $1.2M |
| Towercrest Capital Management | 0.19% | No change | 7,049 | $1.2M |
| Quadrant Capital Group LLC | 0.09% | Add +0.8% | 7,041 | $1.2M |
| Samalin Investment Counsel, LLC | 0.54% | Add +1.7% | 7,038 | $1.2M |
| American Financial Advisors, LLC | 0.16% | Reduce -2.5% | 7,038 | $1.2M |
| Nvwm, LLC | 0.31% | Reduce -0.1% | 7,014 | $1.2M |
| Milestone Asset Management, LLC | 0.29% | Add +9.7% | 7,011 | $1.2M |
| Ameliora Wealth Management Ltd. | 0.52% | Reduce -78.6% | 6,972 | $1.1M |
| Aprio Wealth Management, LLC | 0.21% | Add +45.4% | 6,968 | $1.1M |
| Hollencrest Capital Management | 0.05% | Reduce -0.6% | 6,916 | $1.1M |
| Regal Investment Advisors LLC | 0.07% | Add +1.4% | 6,898 | $1.1M |
| Madison Park Capital Advisors, LLC | 0.95% | Add +3.2% | 6,898 | $1.1M |
| Van Den Berg Management I, Inc. | 0.34% | Reduce -2.9% | 6,890 | $1.1M |
| Rossmore Private Capital | 0.15% | Add +119.7% | 6,877 | $1.1M |
| PFG Investments, LLC | 0.08% | Reduce -55.2% | 6,876 | $1.1M |
| Elevatus Welath Management | 0.42% | New | 6,848 | $1.1M |
| Trust Co. of Toledo NA | 0.16% | No change | 6,813 | $1.1M |
| Davies Financial Advisors, Inc. | 1.04% | Reduce -4.0% | 6,809 | $1.1M |
| Argent Trust Co | 0.05% | No change | 6,766 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.18% | Reduce -6.6% | 6,763 | $1.1M |
| Circle Wealth Management, LLC | 0.03% | Reduce -39.3% | 6,714 | $1.1M |
| Insight Advisors, LLC/ PA | 0.20% | Reduce -7.2% | 6,706 | $1.1M |
| Tranquilli Financial Advisor LLC | 0.73% | Reduce -28.6% | 6,735 | $1.1M |
| Delos Wealth Advisors, LLC | 1.06% | Add +40.3% | 6,671 | $1.1M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.30% | Reduce -54.6% | 6,595 | $1.1M |
| Syverson Strege & Co | 0.37% | No change | 6,597 | $1.1M |
| HHM Wealth Advisors, LLC | 0.16% | Reduce -1.5% | 6,596 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.52% | Add +25.4% | 6,588 | $1.1M |
| Flagship Private Wealth, LLC | 0.64% | Reduce -47.6% | 6,549 | $1.1M |
| Soundwatch Capital LLC | 5.89% | New | 6,519 | $1.1M |
| Private Portfolio Partners LLC | 0.87% | Add +16.6% | 6,498 | $1.1M |
| Bulltick Wealth Management, LLC | 0.30% | Reduce -11.0% | 6,487 | $1.1M |
| Retirement Investment Advisors, Inc. | 0.13% | — | 6,482 | $1.1M |
| Quadcap Wealth Management, LLC | 0.19% | New | 6,444 | $1.1M |
| MGB Wealth Management, LLC | 0.40% | No change | 6,282 | $1.1M |
| SageView Advisory Group, LLC | 0.07% | New | 6,426 | $1.1M |
| Stephens Consulting, LLC | 0.30% | No change | 6,413 | $1.1M |
| Orcam Financial Group | 1.13% | No change | 6,403 | $1.1M |
| Essex Private Wealth Management, LLC | 2.67% | Add +2.0% | 6,396 | $1.1M |
| PCA Investment Advisory Services Inc. | 0.55% | Reduce -13.3% | 6,396 | $1.1M |
| Marex Group Ltd | 0.03% | Add +73.1% | 6,371 | $1.0M |
| Barrett & Company, Inc. | 0.47% | Add +0.1% | 6,328 | $1.0M |
| West Coast Financial LLC | 0.12% | No change | 6,310 | $1.0M |
| Old National Bancorp | 0.02% | Reduce -5.5% | 6,235 | $1.0M |
| Sentry LLC | 0.19% | Reduce -1.1% | 6,221 | $1.0M |
| Castle Rock Wealth Management, LLC | 0.25% | Add +3.6% | 6,257 | $1.0M |
| Principal Financial Group Inc. | 0.00% | Add +2.2% | 6,133 | $1.0M |
| MN Wealth Advisors, LLC | 0.58% | Reduce -23.8% | 6,118 | $1.0M |
| Roman Butler Fullerton & Co. | 0.33% | Add +18.6% | 6,071 | $1.0M |
| BluePointe Capital Management, LLC | 0.67% | Add +64.5% | 6,098 | $1.0M |
| Summit Wealth Partners, LLC | 0.21% | Add +0.2% | 6,096 | $1.0M |
| Perkins Coie Trust Co | 0.23% | Reduce -31.7% | 6,083 | $999K |
| Coppell Advisory Solutions LLC | 0.16% | — | 6,079 | $999K |
| Colorado Capital Management, Inc. | 0.56% | Reduce -0.4% | 6,069 | $997K |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.3% | 6,050 | $994K |
| UMB Bank, n.a. | 0.02% | No change | 6,049 | $994K |
| Berkshire Asset Management LLC | 0.05% | Add +33.4% | 6,037 | $992K |
| 1832 Asset Management L.P. | 0.00% | No change | 6,020 | $989K |
| Andina Capital Management, LLC | 0.74% | Reduce -12.2% | 6,011 | $988K |
| JBF Capital, Inc. | 0.15% | No change | 6,000 | $986K |
| Menora Mivtachim Holdings LTD. | 0.01% | Reduce -77.8% | 6,000 | $986K |
| Cambridge Advisors Inc. | 0.23% | No change | 5,981 | $983K |
| Beacon Financial Advisory LLC | 0.37% | Add +13.5% | 5,972 | $981K |
| Hassell Wealth Management, LLC | 0.44% | No change | 5,744 | $981K |
| Outlook Wealth Advisors, LLC | 0.31% | Reduce -5.9% | 13,122 | $978K |
| Drexel Morgan & Co. | 0.21% | Add +395.8% | 5,950 | $977K |
| Tilia Fiduciary Partners, Inc. | 0.76% | Reduce -5.4% | 5,945 | $977K |
| Criterion Capital Advisors, LLC | 0.61% | Add +0.4% | 5,935 | $975K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -3.7% | 5,927 | $974K |
| Verdence Capital Advisors LLC | 0.09% | Add +1.4% | 5,908 | $971K |
| Signaturefd, LLC | 0.02% | Add +10.2% | 5,887 | $967K |
| PCG Wealth Advisors, LLC | 0.42% | Reduce -73.4% | 5,844 | $960K |
| Becker Capital Management Inc. | 0.03% | No change | 5,839 | $959K |
| Smithbridge Asset Management Inc. | 0.20% | Reduce -2.6% | 5,823 | $957K |
| Bridges Investment Management Inc. | 0.01% | No change | 5,820 | $956K |
| Yarger Wealth Strategies, LLC | 0.57% | Reduce -1.1% | 5,795 | $952K |
| Two Sigma Securities, LLC | 0.05% | New | 5,779 | $949K |
| Greenfield Savings Bank | 0.49% | Reduce -5.6% | 5,777 | $949K |
| Howard Capital Management Group, LLC | 0.07% | No change | 5,767 | $947K |
| Capstone Investment Advisors, LLC | 0.04% | Add +51.7% | 5,726 | $941K |
| Pictet North America Advisors SA | 0.10% | Reduce -3.0% | 5,690 | $935K |
| Up Strategic Wealth Investment Advisors LLC | 1.41% | Reduce -9.7% | 5,667 | $931K |
| JMG Financial Group, Ltd. | 0.03% | No change | 5,661 | $930K |
| First Hawaiian Bank | 0.03% | Reduce -75.6% | 5,661 | $930K |
| Modera Wealth Management, LLC | 0.01% | Add +0.1% | 5,610 | $922K |
| OMNI 360 Wealth, Inc. | 0.70% | Add +15.2% | 5,597 | $919K |
| TrinityPoint Wealth, LLC | 0.14% | Add +0.8% | 5,597 | $919K |
| Wolverine Trading, LLC | 0.02% | New | 5,594 | $919K |
| Mirador Capital Partners LP | 0.17% | Add +0.8% | 5,562 | $914K |
| Cora Capital Advisors LLC | 0.47% | No change | 5,529 | $908K |
| Mosaic Family Wealth Partners, LLC | 0.14% | Add +10.2% | 5,484 | $901K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -6.1% | 5,480 | $900K |
| Chemistry Wealth Management LLC | 0.23% | Add +2.8% | 5,471 | $899K |
| Smithfield Trust Co | 0.05% | Add +0.9% | 5,471 | $898K |
| Montag & Caldwell, LLC | 0.18% | Add +39.9% | 5,461 | $897K |
| Correct Capital Wealth Management | 0.21% | No change | 5,419 | $890K |
| Rooted Wealth Advisors, Inc. | 0.39% | Add +3.9% | 5,222 | $885K |
| Capital Analysts, LLC | 0.04% | Add +0.0% | 5,376 | $883K |
| Ehrlich Financial Group | 0.70% | New | 5,373 | $883K |
| Sandy Spring Bank | 0.04% | Reduce -2.5% | 5,373 | $883K |
| Autumn Glory Partners, LLC | 0.45% | Reduce -2.0% | 5,359 | $880K |
| Elmwood Wealth Management, Inc. | 0.39% | Reduce -0.4% | 5,329 | $875K |
| Prepared Retirement Institute LLC | 0.58% | Add +29.3% | 5,316 | $873K |
| Cardiff Park Advisors, LLC | 0.08% | Add +29.4% | 5,313 | $873K |
| Journey Advisory Group, LLC | 0.10% | Reduce -11.0% | 5,274 | $866K |
| Monte Financial Group, LLC | 0.38% | Reduce -8.1% | 5,269 | $866K |
| ICA Group Wealth Management, LLC | 0.52% | Reduce -36.9% | 5,230 | $859K |
| Salomon & Ludwin, LLC | 0.09% | Reduce -7.5% | 5,178 | $851K |
| Kesler, Norman & Wride, LLC | 0.18% | No change | 5,093 | $837K |
| Members Wealth LLC | 0.56% | — | 4,532 | $835K |
| Ascentis Independent Advisors | 0.17% | — | 5,076 | $834K |
| Conscious Wealth Investments, LLC | 0.59% | Add +0.5% | 4,888 | $827K |
| SteelPeak Wealth, LLC | 0.04% | Add +4.2% | 5,030 | $826K |
| Capital Management Associates | 0.97% | No change | 5,000 | $821K |
| Register Financial Advisors LLC | 0.41% | Add +0.1% | 4,996 | $821K |
| Professional Financial Advisors, LLC | 0.22% | Add +16.7% | 4,958 | $815K |
| AllSquare Wealth Management LLC | 0.49% | Reduce -2.1% | 4,945 | $812K |
| Zions Bancorporation, N.A. | 0.06% | New | 4,900 | $805K |
| Covenant Asset Management, LLC | 0.18% | Add +6.5% | 4,885 | $803K |
| Empowered Funds, LLC | 0.01% | New | 4,885 | $803K |
| Wealthspire Retirement, LLC | 0.07% | Reduce -2.8% | 4,848 | $796K |
| D L Carlson Investment Group Inc. | 0.15% | Reduce -12.0% | 4,843 | $796K |
| Novare Capital Management LLC | 0.07% | New | 4,841 | $795K |
| LongView Wealth Management | 0.29% | Reduce -5.8% | 4,839 | $795K |
| Northwest Wealth Management, LLC | 0.21% | Reduce -8.8% | 4,836 | $794K |
| Keystone Wealth Services, LLC | 0.25% | Add +207.2% | 4,796 | $788K |
| Visionary Wealth Advisors | 0.05% | Reduce -39.9% | 4,796 | $788K |
| Coordinated Financial Services, Inc. | 0.68% | Add +4.4% | 4,785 | $786K |
| Wambolt & Associates, LLC | 0.23% | Reduce -4.9% | 4,801 | $782K |
| Cinctive Capital Management LP | 0.04% | New | 4,741 | $779K |
| Harmony Asset Management LLC | 0.33% | Reduce -12.3% | 4,727 | $777K |
| Everett Harris & Co. | 0.01% | Add +0.1% | 4,699 | $772K |
| J. W. Coons Advisors, LLC | 0.14% | Reduce -1.5% | 4,673 | $768K |
| Wellington Shields Capital Management, LLC | 0.14% | No change | 4,655 | $765K |
| Strategic Blueprint, LLC | 0.05% | Reduce -2.0% | 4,648 | $764K |
| Benchmark Investment Advisors LLC | 0.55% | Add +0.6% | 4,645 | $763K |
| Inscription Capital, LLC | 0.12% | Reduce -14.7% | 4,642 | $763K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 4,624 | $760K |
| Romano Brothers and Company | 0.10% | Add +71.5% | 4,606 | $757K |
| Cascade Financial Partners, LLC | 0.10% | No change | 4,576 | $752K |
| Second Half Financial Partners, LLC | 0.60% | Add +0.5% | 4,562 | $749K |
| Annex Advisory Services, LLC | 0.03% | Add +5.7% | 4,527 | $744K |
| Maripau Wealth Management LLC | 0.51% | New | 4,511 | $741K |
| Burney Co./ | 0.03% | Reduce -7.4% | 4,503 | $740K |
| Security Financial Services, INC. | 0.16% | Add +29.1% | 4,500 | $739K |
| Petra Financial Advisors Inc. | 0.53% | Reduce -20.9% | 4,475 | $735K |
| Acas, LLC | 0.64% | Add +0.3% | 4,282 | $735K |
| Woodard & Co. Asset Management Group Inc. | 0.18% | No change | 4,457 | $732K |
| IFG Advisory, LLC | 0.05% | New | 4,456 | $732K |
| Key Client Fiduciary Advisors, LLC | 0.37% | Add +3.9% | 4,456 | $732K |
| CSM Advisors, LLC | 0.05% | No change | 4,450 | $731K |
| MorganRosel Wealth Management, LLC | 0.26% | Reduce -0.0% | 4,445 | $730K |
| Wunderlich Capital Managemnt | 0.32% | Add +2685.4% | 4,401 | $723K |
| Wealth Architects, LLC | 0.09% | No change | 4,378 | $719K |
| XML Financial, LLC | 0.07% | Add +0.1% | 4,361 | $716K |
| Opal Wealth Advisors, LLC | 0.23% | Add +1.6% | 4,353 | $715K |
| Old Port Advisors | 0.21% | Reduce -1.5% | 4,347 | $714K |
| First National Bank of Omaha | 0.05% | Add +56.7% | 4,310 | $708K |
| Investment Planning Advisors, Inc. | 0.36% | — | 4,308 | $708K |
| Mizuho Markets Americas LLC | 0.02% | New | 4,283 | $704K |
| Flagstar Securities, Inc. | 0.19% | Add +0.3% | 4,271 | $702K |
| Arrowroot Family Office, LLC | 0.45% | Add +36.1% | 4,264 | $700K |
| Epiq Partners, LLC | 0.47% | Add +0.2% | 4,249 | $698K |
| Retirement Planning Group, LLC | 0.04% | Add +33.2% | 4,237 | $696K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +1.0% | 4,231 | $695K |
| Beacon Capital Management, LLC | 0.13% | Add +0.2% | 4,215 | $692K |
| West Oak Capital, LLC | 0.28% | No change | 4,190 | $688K |
| CW Advisors, LLC | 0.01% | New | 4,171 | $685K |
| Procyon Advisors, LLC | 0.05% | Add +69.2% | 4,169 | $685K |
| Guardian Wealth Advisors, LLC / NC | 0.08% | Reduce -22.9% | 4,169 | $685K |
| One Capital Management, LLC | 0.02% | Add +105.8% | 4,134 | $679K |
| WoodTrust Financial Corp | 0.11% | New | 4,130 | $678K |
| Advocacy Wealth Management, LLC | 0.06% | Reduce -1.5% | 4,100 | $674K |
| Morton Capital Management LLC | 0.16% | No change | 4,097 | $673K |
| Mesirow Financial Investment Management, Inc. | 0.02% | No change | 4,092 | $672K |
| Northwest Financial Advisors | 0.68% | Add +0.3% | 4,050 | $665K |
| Betterment LLC | 0.00% | Add +0.6% | 4,045 | $665K |
| MSH Capital Advisors LLC | 0.22% | Reduce -22.6% | 4,043 | $664K |
| Grove Bank & Trust | 0.11% | Add +98.0% | 4,041 | $664K |
| Flaharty Asset Management, LLC | 0.10% | Reduce -0.7% | 4,029 | $662K |
| North Star Investment Management Corp. | 0.05% | Reduce -7.0% | 4,016 | $660K |
| Austin Asset Management Co Inc | 0.14% | No change | 4,000 | $657K |
| Peterson Wealth Advisors, LLC | 0.14% | Add +0.4% | 3,999 | $657K |
| LJI Wealth Management, LLC | 0.14% | No change | 3,986 | $655K |
| Segment Wealth Management, LLC | 0.05% | Reduce -0.3% | 3,965 | $651K |
| Cooksen Wealth, LLC | 0.66% | Reduce -2.6% | 3,964 | $651K |
| AMJ Financial Wealth Management | 0.20% | Reduce -47.9% | 3,963 | $651K |
| Abound Wealth Management | 0.24% | Add +0.2% | 3,960 | $651K |
| Phraction Management LLC | 0.26% | No change | 3,943 | $648K |
| Evergreen Capital Management LLC | 0.02% | Reduce -3.0% | 3,915 | $643K |
| Wealth Alliance, LLC | 0.08% | Add +4.5% | 3,914 | $643K |
| TruWealth Advisors, LLC | 0.04% | Reduce -3.9% | 3,897 | $640K |
| JT Stratford LLC | 0.12% | Reduce -57.5% | 3,882 | $638K |
| Carr Financial Group Corp | 0.20% | Reduce -57.7% | 3,874 | $636K |
| Callan Capital, LLC | 0.05% | New | 3,867 | $635K |
| Stokes Family Office, LLC | 0.07% | No change | 3,830 | $629K |
| Smith Shellnut Wilson LLC | 0.30% | Reduce -4.4% | 3,793 | $623K |
| Pegasus Partners Ltd. | 0.06% | Reduce -5.2% | 3,772 | $620K |
| Strategic Investment Advisors / MI | 0.07% | Add +2.8% | 3,743 | $615K |
| HBW Advisory Services LLC | 0.10% | Reduce -84.0% | 3,729 | $613K |
| MKT Advisors LLC | 0.30% | Add +0.0% | 3,724 | $610K |
| Unconventional Investor, LLC | 0.43% | Reduce -8.4% | 3,689 | $606K |
| NorthRock Partners, LLC | 0.02% | Reduce -52.3% | 3,685 | $605K |
| Brandywine Oak Private Wealth LLC | 0.06% | Reduce -2.7% | 3,622 | $595K |
| Weaver Capital Management LLC | 0.19% | Reduce -4.8% | 3,618 | $594K |
| Charter Research & Investment Group, Inc. | 0.47% | Add +3.2% | 3,608 | $593K |
| Horizons Wealth Management | 0.47% | Reduce -1.4% | 3,519 | $593K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -6.3% | 3,602 | $592K |
| TCV Trust & Wealth Management, Inc. | 0.06% | Add +34.8% | 2,257 | $590K |
| Delta Financial Group, Inc. | 0.25% | Add +13.8% | 3,577 | $588K |
| Ingalls & Snyder LLC | 0.03% | Add +3.7% | 3,568 | $586K |
| Forum Financial Management, LP | 0.01% | Add +0.5% | 3,566 | $586K |
| Inspire Advisors, LLC | 0.08% | Reduce -2.6% | 3,557 | $584K |
| Tenon Financial LLC | 0.46% | No change | 3,555 | $584K |
| Intrua Financial, LLC | 0.09% | Reduce -32.2% | 3,550 | $583K |
| Alpha Financial Partners LLC | 0.50% | Add +66.1% | 3,547 | $583K |
| ICW Investment Advisors LLC | 0.26% | Add +5.4% | 3,536 | $581K |
| J.Safra Asset Management Corp | 0.06% | No change | 3,516 | $578K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -22.6% | 3,509 | $577K |
| Marshall Financial Group Inc. | 0.19% | Add +0.4% | 3,502 | $575K |
| Hedges Asset Management LLC | 0.41% | No change | 3,500 | $575K |
| Clifford Swan Investment Counsel LLC | 0.02% | Add +0.1% | 3,483 | $572K |
| Berger Financial Group, Inc | 0.05% | Reduce -10.0% | 3,458 | $568K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.6% | 3,445 | $566K |
| Braun Stacey Associates Inc. | 0.02% | No change | 3,436 | $564K |
| WealthTrust Axiom LLC | 0.19% | Add +3.4% | 3,431 | $564K |
| Relyea Zuckerberg Hanson LLC | 0.09% | Reduce -14.8% | 3,430 | $564K |
| Stevard, LLC | 0.49% | Add +35.3% | 3,426 | $563K |
| Balanced Wealth Group LLC | 0.26% | Reduce -14.6% | 3,453 | $563K |
| Birmingham Capital Management Co. Inc. | 0.22% | No change | 3,420 | $562K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 3,417 | $561K |
| R. W. Roge & Company, Inc. | 0.32% | Reduce -0.0% | 3,406 | $559K |
| Longview Financial Advisors, Inc. | 0.42% | Add +1.1% | 3,375 | $555K |
| Avaii Wealth Management, LLC | 0.31% | Reduce -17.5% | 3,375 | $554K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 3,226 | $554K |
| Commerce Bank | 0.00% | Add +6.3% | 3,358 | $552K |
| Latitude Advisors, LLC | 0.34% | Reduce -5.4% | 3,340 | $549K |
| Radnor Capital Management, LLC | 0.17% | Add +0.8% | 3,322 | $546K |
| Banque Pictet & Cie SA | 0.01% | Reduce -26.4% | 3,320 | $545K |
| Weaver Consulting Group | 0.19% | No change | 3,305 | $543K |
| Evoke Wealth, LLC | 0.80% | Reduce -71.3% | 3,304 | $543K |
| Schnieders Capital Management LLC | 0.11% | No change | 3,298 | $542K |
| Optimum Investment Advisors | 0.24% | Add +51.8% | 3,294 | $541K |
| Envoi LLC | 1.71% | No change | 3,270 | $537K |
| Sierra Capital LLC | 0.07% | No change | 3,261 | $536K |
| Lee Financial Co | 0.09% | Reduce -6.2% | 3,254 | $535K |
| Live Oak Private Wealth LLC | 0.09% | Add +58.1% | 3,230 | $531K |
| Sterling Financial Planning, Inc. | 0.21% | Reduce -0.4% | 3,216 | $528K |
| Sound Income Strategies, LLC | 0.04% | Reduce -46.1% | 3,186 | $523K |
| Larson Financial Group LLC | 0.04% | Add +271.0% | 3,176 | $522K |
| Aries Wealth Management | 0.16% | No change | 3,168 | $520K |
| Nvest Financial, LLC | 0.32% | Reduce -22.2% | 3,164 | $520K |
| Zacks Investment Management | 0.01% | Reduce -89.4% | 3,155 | $518K |
| Maxwell Wealth Strategies Inc. | 0.25% | No change | 3,145 | $517K |
| Castleview Partners, LLC | 0.29% | Reduce -3.8% | 3,137 | $515K |
| GSG Advisors LLC | 0.18% | Add +25.3% | 3,158 | $515K |
| West Bancorporation Inc. | 0.38% | Add +47.2% | 3,119 | $512K |
| Essex Bank | 0.14% | Reduce -12.0% | 3,118 | $512K |
| Glenview Trust Co | 0.01% | Add +18.3% | 3,092 | $508K |
| Selway Asset Management | 0.21% | Reduce -18.5% | 3,088 | $507K |
| Dudley Capital Management, LLC | 0.28% | Add +4.2% | 3,083 | $506K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -28.7% | 3,082 | $506K |
| Paulson Wealth Management Inc. | 0.15% | No change | 3,082 | $506K |
| Cypress Asset Management Inc. | 0.13% | Add +6.4% | 2,637 | $504K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -5.3% | 3,061 | $503K |
| Parkside Financial Bank & Trust | 0.08% | No change | 3,051 | $501K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.45% | New | 3,047 | $501K |
| Investment Partners, LTD. | 0.22% | No change | 3,029 | $498K |
| QRG Capital Management, Inc. | 0.01% | Add +0.4% | 3,019 | $496K |
| Wealth Dimensions Group, Ltd. | 0.14% | Add +0.1% | 3,011 | $495K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -76.8% | 3,011 | $495K |
| Merrion Investment Management Co, LLC | 0.34% | No change | 3,000 | $493K |
| Meridian Wealth Advisors, LLC | 0.09% | Add +36.5% | 2,999 | $493K |
| Investment House LLC | 0.03% | Add +33.0% | 2,982 | $490K |
| CFS Investment Advisory Services, LLC | 0.04% | No change | 2,978 | $489K |
| Accel Wealth Management | 0.20% | Add +39.2% | 2,976 | $489K |
| Lodestone Wealth Management LLC | 0.26% | Add +0.2% | 2,954 | $485K |
| waypoint wealth counsel | 0.37% | Add +0.8% | 2,952 | $485K |
| Wetzel Investment Advisors, Inc. | 0.28% | No change | 2,859 | $484K |
| McGlone Suttner Wealth Management, Inc. | 0.10% | Reduce -0.2% | 3,067 | $484K |
| Fusion Capital, LLC | 0.22% | Add +19.8% | 2,942 | $483K |
| Sfmg, LLC | 0.04% | Add +14.0% | 2,937 | $482K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -4.7% | 2,931 | $482K |
| Foguth Wealth Management, LLC. | 0.21% | Add +0.3% | 2,909 | $478K |
| Bluesphere Advisors LLC | 0.24% | Reduce -2.6% | 2,903 | $477K |
| Lansing Street Advisors | 0.20% | Add +0.4% | 2,894 | $475K |
| MinichMacGregor Wealth Management, LLC | 0.12% | Reduce -0.4% | 2,889 | $475K |
| Capital Market Strategies LLC | 0.30% | Reduce -42.5% | 2,886 | $474K |
| Montz Harcus Wealth Management LLC | 0.31% | Add +47.0% | 2,879 | $473K |
| Silverlake Wealth Management LLC | 0.19% | Add +10.5% | 2,878 | $473K |
| Donaldson Capital Management, LLC | 0.02% | No change | 2,870 | $471K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.0% | 2,870 | $471K |
| Calton & Associates, Inc. | 0.24% | Reduce -3.9% | 2,866 | $471K |
| Prosperity Wealth Management, Inc. | 0.23% | Reduce -1.6% | 2,859 | $470K |
| Founders Financial Alliance, LLC | 0.14% | Add +2.4% | 2,852 | $469K |
| RFG Advisory, LLC | 0.02% | Reduce -87.4% | 2,850 | $468K |
| Capital Asset Advisory Services LLC | 0.03% | Add +7.6% | 2,854 | $467K |
| Roberts Wealth Advisors, LLC | 0.16% | Reduce -2.6% | 2,850 | $467K |
| Formidable Asset Management, LLC | 0.08% | Add +73.0% | 2,831 | $465K |
| Plum Street Advisors, LLC | 0.27% | Add +11.3% | 2,829 | $465K |
| Bfsg, LLC | 0.06% | Reduce -35.9% | 2,829 | $465K |
| Inlet Private Wealth, LLC | 0.13% | Add +4.4% | 2,804 | $461K |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -4.5% | 2,801 | $460K |
| Greenwich Wealth Management LLC | 0.03% | Add +3.7% | 2,802 | $460K |
| Mitchell Sinkler & Starr | 0.12% | No change | 2,706 | $459K |
| 49 Wealth Management, LLC | 0.09% | Add +8.3% | 2,815 | $459K |
| Coastal Bridge Advisors, LLC | 0.11% | New | 2,792 | $459K |
| Hengehold Capital Management LLC | 0.05% | Reduce -2.1% | 2,784 | $457K |
| Equity Investment Corp. | 0.01% | New | 2,775 | $456K |
| MBE Wealth Management, LLC | 0.27% | Reduce -13.4% | 2,763 | $454K |
| Jmac Enterprises LLC | 0.08% | Add +9.4% | 2,753 | $452K |
| Nicolet Bankshares Inc. | 0.09% | Reduce -72.3% | 2,750 | $452K |
| Salem Investment Counselors Inc. | 0.01% | Add +0.7% | 2,749 | $452K |
| Capital Investment Counsel, Inc | 0.07% | Add +13.8% | 2,734 | $449K |
| Northwest Bancshares, Inc. | 0.08% | No change | 2,729 | $448K |
| Empirical Asset Management, LLC | 0.17% | New | 82,348 | $446K |
| First County Bank | 0.23% | Reduce -15.1% | 2,694 | $443K |
| Edge Wealth Management LLC | 0.09% | Add +0.1% | 2,690 | $442K |
| Sequent Planning LLC | 0.15% | Add +48.7% | 2,710 | $442K |
| Apollon Financial, LLC | 0.14% | Add +5.9% | 2,684 | $441K |
| Merriman Wealth Management, LLC | 0.02% | No change | 2,679 | $440K |
| Fourpath Capital Management, LLC | 0.33% | Reduce -2.9% | 2,675 | $439K |
| Pittenger & Anderson Inc. | 0.02% | No change | 2,666 | $438K |
| Santori & Peters, Inc. | 0.19% | Add +0.2% | 2,646 | $435K |
| Independence Bank of Kentucky | 0.11% | Add +7.3% | 2,633 | $433K |
| Lakeridge Wealth Management LLC | 0.26% | New | 2,633 | $432K |
| Capital Advisors Inc. | 0.01% | Add +0.1% | 2,627 | $431K |
| Founders Capital Management | 0.28% | Add +0.1% | 2,626 | $431K |
| True Vision MN LLC | 0.28% | New | 2,617 | $430K |
| America First Investment Advisors, LLC | 0.11% | Add +2.6% | 2,607 | $428K |
| Indiana Trust & Investment Management Co | 0.16% | Reduce -1.9% | 2,596 | $426K |
| WR Wealth Planners, LLC | 0.13% | Reduce -2.0% | 2,593 | $426K |
| Wedmont Private Capital | 0.03% | Add +5.4% | 2,516 | $424K |
| Boston Research & Management Inc. | 0.11% | Add +12.9% | 2,581 | $424K |
| American National Bank & Trust | 0.05% | Add +27.2% | 2,574 | $423K |
| Melfa Wealth Management, Inc. | 0.29% | Add +26.4% | 2,566 | $422K |
| Crestwood Advisors Group, LLC | 0.01% | New | 2,561 | $421K |
| Tran Capital Management, L.P. | 0.05% | No change | 2,560 | $421K |
| Principle Wealth Partners LLC | 0.03% | Add +0.0% | 2,556 | $420K |
| Old Mission Investment Co LLC | 0.14% | Add +0.9% | 2,533 | $416K |
| Zhang Financial LLC | 0.03% | Add +0.1% | 2,530 | $416K |
| Fulton Bank, N.A. | 0.02% | Reduce -33.9% | 2,529 | $415K |
| Colonial River Investments, LLC | 0.22% | Reduce -3.0% | 2,509 | $412K |
| Picton Mahoney Asset Management | 0.02% | Add +4.2% | 2,505 | $412K |
| Drucker Wealth 3.0, LLC | 0.11% | — | 2,501 | $411K |
| Prio Wealth Limited Partnership | 0.01% | Add +80.1% | 2,493 | $410K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -14.8% | 2,485 | $408K |
| McElhenny Sheffield Capital Management, LLC | 0.14% | Reduce -71.3% | 2,485 | $408K |
| Hudson Value Partners, LLC | 0.17% | Reduce -0.8% | 2,477 | $407K |
| Retirement Planning Co of New England, Inc. | 0.22% | Add +40.2% | 2,473 | $406K |
| Crewe Advisors LLC | 0.05% | No change | 2,471 | $406K |
| Fairfield, Bush & Co. | 0.24% | Reduce -0.4% | 2,468 | $405K |
| Monograph Wealth Advisors, LLC | 0.06% | Reduce -33.3% | 2,465 | $405K |
| JSF Financial, LLC | 0.12% | Add +0.1% | 2,458 | $404K |
| Anchor Investment Management, LLC | 0.04% | Reduce -24.0% | 2,446 | $402K |
| Smith Thornton Advisors LLC | 0.30% | — | 2,441 | $401K |
| Grandfield & Dodd, LLC | 0.03% | No change | 2,440 | $401K |
| Howland Capital Management LLC | 0.02% | Reduce -2.7% | 2,427 | $399K |
| Capital Wealth Alliance, LLC | 0.23% | Reduce -4.8% | 2,424 | $398K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -1.8% | 2,404 | $395K |
| Emergent Wealth Advisors, LLC | 0.32% | Reduce -4.8% | 2,661 | $394K |
| FinTrust Capital Advisors, LLC | 0.07% | Reduce -1.6% | 2,396 | $394K |
| Certuity, LLC | 0.03% | Add +37.5% | 2,393 | $393K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Reduce -3.9% | 2,390 | $393K |
| National Wealth Management Group, LLC | 0.30% | Reduce -13.1% | 2,386 | $392K |
| CPC Advisors, LLC | 0.06% | New | 2,379 | $391K |
| WFA of San Diego, LLC | 0.35% | — | 2,372 | $390K |
| Harbour Capital Advisors, LLC | 0.09% | Add +3.3% | 2,371 | $386K |
| Mustard Seed Financial, LLC | 0.37% | No change | 2,348 | $386K |
| HT Partners LLC | 0.14% | No change | 2,337 | $384K |
| Sax Wealth Advisors, LLC | 0.04% | New | 2,324 | $382K |
| Signal Advisors Wealth, LLC | 0.83% | Reduce -65.6% | 2,316 | $380K |
| Vista Investment Management | 0.15% | Add +9.3% | 2,296 | $377K |
| Fairscale Capital, LLC | 0.33% | — | 2,190 | $376K |
| TFB Advisors LLC | 0.12% | Add +7.4% | 2,282 | $375K |
| Johnson Financial Group, Inc. | 0.02% | Add +8.6% | 2,277 | $374K |
| Carson Advisory Inc. | 0.26% | Add +13.8% | 2,259 | $371K |
| AMG National Trust Bank | 0.01% | New | 2,255 | $370K |
| Norris Financial Group, LLC | 0.19% | Add +2.2% | 2,254 | $370K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +14.0% | 2,245 | $369K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | Reduce -66.2% | 2,239 | $368K |
| Ritholtz Wealth Management | 0.01% | Reduce -3.5% | 2,233 | $367K |
| Lathrop Investment Management Co. | 0.07% | Add +18.7% | 2,225 | $366K |
| Resurgent Financial Advisors LLC | 0.23% | Reduce -54.6% | 2,223 | $365K |
| Embree Financial Group | 0.07% | Reduce -6.0% | 2,218 | $364K |
| Brendel Financial Advisors LLC | 0.23% | No change | 2,204 | $362K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 2,195 | $361K |
| Manhattan West Asset Management, LLC | 0.10% | Reduce -1.8% | 2,185 | $359K |
| CFO4Life Group, LLC | 0.07% | Add +0.4% | 2,182 | $358K |
| ABLE Financial Group, LLC | 0.13% | Add +34.0% | 2,178 | $358K |
| Symphony Financial Services, Inc. | 0.31% | — | 1,100 | $358K |
| Penbrook Management LLC | 0.22% | No change | 2,170 | $356K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 2,166 | $356K |
| Collective Family Office LLC | 0.10% | New | 2,158 | $355K |
| Schulz Wealth, LTD. | 0.30% | No change | 2,140 | $352K |
| Garrett Wealth Advisory Group, LLC | 0.13% | New | 2,140 | $352K |
| Gibbs Wealth Management | 0.14% | Add +30.0% | 2,134 | $351K |
| Private Capital Management LLC | 0.07% | No change | 2,120 | $348K |
| Empower Advisory Group, LLC | 0.00% | Reduce -28.9% | 2,118 | $348K |
| Kellett Wealth Advisors, LLC | 0.28% | Reduce -47.7% | 2,118 | $348K |
| Pacific Sun Financial Corp | 0.21% | Reduce -6.6% | 2,115 | $347K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -0.9% | 2,108 | $346K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.02% | New | 2,108 | $346K |
| K.J. Harrison & Partners Inc | 0.06% | No change | 2,105 | $346K |
| Shapiro Capital Management LLC | 0.01% | Reduce -93.1% | 2,100 | $345K |
| New Century Financial Group, LLC | 0.15% | New | 2,088 | $343K |
| Platform Technology Partners | 0.12% | — | 2,077 | $341K |
| Atlas Brown,Inc. | 0.12% | Reduce -13.4% | 2,074 | $341K |
| WPWealth LLP | 0.08% | Reduce -3.5% | 2,069 | $340K |
| YHB Investment Advisors, Inc. | 0.03% | Reduce -28.1% | 2,065 | $339K |
| Clear Point Advisors Inc. | 0.28% | Add +24.9% | 2,065 | $339K |
| Massachusetts Wealth Management | 0.23% | New | 2,059 | $338K |
| Ironwood Investment Counsel, LLC | 0.06% | Add +29.3% | 2,050 | $337K |
| Tradewinds, LLC. | 0.10% | Reduce -41.4% | 2,046 | $336K |
| Main Street Group, LTD | 0.16% | Add +46.7% | 2,057 | $335K |
| Raleigh Capital Management Inc. | 0.14% | Reduce -24.2% | 2,038 | $335K |
| Gen-Wealth Partners Inc | 0.16% | No change | 2,024 | $333K |
| Bank of New Hampshire | 0.09% | Reduce -8.2% | 2,019 | $332K |
| Pps&v Asset Management Consultants, Inc. | 0.24% | Reduce -13.3% | 2,009 | $330K |
| Essential Planning, LLC. | 0.14% | New | 2,000 | $329K |
| Asio Capital, LLC | 0.07% | No change | 2,000 | $329K |
| Pin Oak Investment Advisors Inc. | 0.31% | Add +0.3% | 1,995 | $328K |
| Destination Wealth Management | 0.01% | Add +5.0% | 1,996 | $328K |
| First City Capital Management, Inc. | 0.18% | Add +6.0% | 1,994 | $328K |
| Brogan Financial, Inc. | 0.21% | Add +15.2% | 1,982 | $326K |
| Legacy Financial Strategies, LLC | 0.08% | Reduce -38.1% | 1,965 | $322K |
| Higgins & Schmidt Wealth Strategies LLC | 0.23% | No change | 1,952 | $321K |
| Farmers Trust Co. | 0.06% | No change | 1,936 | $318K |
| Penobscot Wealth Management | 0.19% | Reduce -7.6% | 1,941 | $318K |
| Westbourne Investment Advisors, Inc. | 0.12% | Add +0.4% | 1,936 | $318K |
| Long Run Wealth Advisors, LLC | 0.08% | No change | 1,929 | $317K |
| NBT Bank, N.A. | 0.02% | No change | 1,926 | $316K |
| Passive Capital Management, LLC. | 0.12% | New | 1,915 | $315K |
| Trust Co. of Vermont | 0.02% | Add +20.9% | 1,913 | $314K |
| Financial Partners Group, LLC | 0.12% | Reduce -5.0% | 1,903 | $313K |
| Integris Wealth Management, LLC | 0.09% | No change | 1,900 | $312K |
| Oxford Financial Group, LTD. LLC | 0.02% | New | 1,891 | $311K |
| Pinnacle Bancorp, Inc. | 0.09% | Add +35.8% | 1,887 | $310K |
| Lake Street Advisors Group, LLC | 0.01% | New | 1,887 | $310K |
| Etfidea, LLC | 0.10% | No change | 1,876 | $308K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -34.4% | 1,874 | $308K |
| Global Trust Asset Management, LLC | 0.12% | Reduce -22.4% | 1,853 | $304K |
| Aft, Forsyth & Company, Inc. | 0.15% | Add +0.3% | 1,837 | $302K |
| Vantage Financial Partners, LLC | 0.08% | Add +8.3% | 1,835 | $301K |
| Legacy Advisors, LLC | 0.04% | New | 1,832 | $301K |
| CAP Partners, LLC | 0.24% | Reduce -2.2% | 1,831 | $301K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 1,830 | $301K |
| Hills Bank & Trust Co | 0.02% | Add +2.8% | 1,820 | $299K |
| Delta Wealth Advisors LLC | 0.29% | Add +7.3% | 1,817 | $299K |
| Tyche Wealth Partners LLC | 0.07% | Add +0.1% | 1,812 | $298K |
| XTX Topco Ltd | 0.03% | New | 1,802 | $296K |
| Private Wealth Advisors, LLC | 0.13% | New | 1,812 | $295K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +11.3% | 1,788 | $294K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -3.2% | 1,776 | $292K |
| Bedel Financial Consulting, Inc. | 0.04% | Add +0.5% | 1,766 | $290K |
| Zimmermann Investment Management & Planning LLC | 0.10% | Add +23.4% | 1,759 | $289K |
| Lloyd Advisory Services, LLC. | 0.14% | New | 1,750 | $287K |
| Kirr Marbach & Co. LLC | 0.07% | Reduce -20.1% | 1,750 | $287K |
| Southland Equity Partners LLC | 0.08% | Add +2.2% | 1,747 | $287K |
| Advisors Management Group Inc. | 0.07% | Add +6.2% | 1,742 | $286K |
| Obsidian Cio, LLC | 0.07% | Add +0.1% | 1,734 | $285K |
| SignalPoint Asset Management, LLC | 0.08% | Add +0.3% | 1,734 | $285K |
| Chesapeake Wealth Management | 0.10% | Add +11.8% | 1,732 | $285K |
| Pinkerton Wealth, LLC | 0.04% | New | 1,731 | $284K |
| Executive Wealth Management, LLC | 0.05% | Add +0.1% | 1,719 | $282K |
| Rockingstone Advisors LLC | 0.14% | Reduce -5.6% | 1,700 | $279K |
| TBH Global Asset Management, LLC | 0.06% | No change | 1,700 | $279K |
| Tortoise Investment Management, LLC | 0.03% | No change | 1,700 | $279K |
| KMG Fiduciary Partners, LLC | 0.03% | No change | 1,687 | $277K |
| GEM Asset Management, LLC | 0.17% | Add +2.7% | 1,686 | $277K |
| Channel Wealth LLC | 0.10% | Reduce -0.8% | 1,685 | $277K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 1,685 | $277K |
| United Advisor Group, LLC | 0.09% | Reduce -24.9% | 1,678 | $276K |
| Ellis Investment Partners, LLC | 0.06% | New | 1,677 | $275K |
| Appleton Partners Inc. | 0.02% | No change | 1,660 | $273K |
| Quantinno Capital Management LP | 0.00% | Add +3.4% | 1,659 | $273K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,656 | $272K |
| Tyler-Stone Wealth Management | 0.11% | Add +0.1% | 1,655 | $272K |
| SVB Wealth LLC | 0.01% | Reduce -42.5% | 1,653 | $272K |
| Atticus Wealth Management, LLC | 0.09% | Reduce -39.0% | 1,641 | $270K |
| D.B. Root & Company, LLC | 0.09% | New | 1,630 | $268K |
| Mad River Investors | 0.18% | No change | 1,626 | $267K |
| Keudell/Morrison Wealth Management | 0.08% | Add +8.0% | 1,616 | $265K |
| Plotkin Financial Advisors, LLC | 0.17% | Reduce -10.5% | 1,615 | $265K |
| Savvy Advisors, Inc. | 0.09% | No change | 1,600 | $263K |
| Colton Groome Financial Advisors, LLC | 0.10% | Reduce -52.1% | 1,597 | $262K |
| Sage Mountain Advisors LLC | 0.02% | Add +299.3% | 1,597 | $262K |
| Tidal Investments LLC | 0.00% | Reduce -80.3% | 1,595 | $262K |
| Toth Financial Advisory Corp. | 0.03% | Add +28.2% | 1,590 | $261K |
| New Wave Wealth Advisors LLC | 0.14% | — | 1,583 | $260K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Reduce -10.0% | 1,575 | $259K |
| Purus Wealth Management, LLC | 0.11% | No change | 1,574 | $259K |
| Trinity Wealth Management, LLC | 0.13% | Reduce -0.2% | 1,564 | $257K |
| Bar Harbor Wealth Management | 0.02% | Add +23.7% | 1,555 | $255K |
| Rinkey Investments | 0.09% | No change | 1,548 | $254K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 1,545 | $254K |
| Integrated Investment Consultants, LLC | 0.07% | No change | 1,489 | $252K |
| Florida Financial Advisors, LLC | 0.15% | New | 1,534 | $252K |
| Washington Trust Advisors, Inc. | 0.02% | Add +0.4% | 1,527 | $251K |
| Kanawha Capital Management LLC | 0.02% | Reduce -1.0% | 1,518 | $249K |
| Bridge Creek Capital Management LLC | 0.08% | New | 1,515 | $249K |
| Warwick Investment Management, Inc. | 0.06% | No change | 1,507 | $248K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -83.3% | 1,462 | $247K |
| GAMMA Investing LLC | 0.03% | Add +87.6% | 1,501 | $247K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -42.3% | 1,500 | $246K |
| Monument Group Wealth Advisors, LLC | 0.17% | Add +0.4% | 1,494 | $245K |
| Thompson Davis & Co., Inc. | 0.21% | No change | 1,491 | $245K |
| Motiv8 Investments LLC | 0.18% | New | 1,491 | $245K |
| Sharp Wealth Advisory, LLC | 0.21% | New | 1,490 | $245K |
| Saxony Capital Management, LLC | 0.27% | Reduce -37.6% | 1,488 | $244K |
| Austin Wealth Management, LLC | 0.06% | No change | 1,462 | $244K |
| Rosenberg Matthew Hamilton | 0.07% | Reduce -65.0% | 1,495 | $244K |
| JPL Wealth Management, LLC | 0.12% | No change | 1,482 | $243K |
| Welch & Forbes LLC | 0.00% | New | 1,472 | $242K |
| Rockwood Wealth Management, LLC | 0.03% | Add +7.3% | 1,471 | $242K |
| ORG Partners LLC | 0.03% | New | 1,483 | $242K |
| Clare Market Investments LLC | 0.07% | New | 1,465 | $241K |
| Sage Capital Advisors,llc | 0.07% | Add +0.1% | 1,453 | $239K |
| Crown Wealth Group, LLC | 0.12% | New | 1,447 | $238K |
| Verus Capital Partners, LLC | 0.02% | Reduce -4.8% | 1,443 | $237K |
| Kathleen S. Wright Associates Inc. | 0.11% | Reduce -10.4% | 1,442 | $237K |
| Adero Partners, LLC | 0.02% | No change | 1,440 | $237K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 1,439 | $236K |
| Founders Financial Securities LLC | 0.02% | Reduce -90.8% | 1,436 | $236K |
| Granite Group Advisors, LLC | 0.18% | No change | 1,430 | $235K |
| WorthPointe, LLC | 0.11% | Reduce -69.5% | 1,428 | $235K |
| Mathes Company, Inc. | 0.09% | No change | 1,425 | $234K |
| Clarity Financial LLC | 0.04% | Reduce -1.4% | 1,424 | $234K |
| Coldstream Capital Management Inc. | 0.01% | No change | 1,419 | $233K |
| Keel Point, LLC | 0.02% | New | 1,388 | $233K |
| BIP Wealth, LLC | 0.02% | Reduce -5.2% | 1,415 | $233K |
| Beverly Hills Private Wealth, LLC | 0.05% | No change | 1,412 | $232K |
| Archvest Wealth Advisors, Inc. | 0.15% | Reduce -13.1% | 1,422 | $232K |
| Legacy Wealth Management, LLC / MS | 0.10% | New | 1,410 | $232K |
| Paragon Capital Management Ltd | 0.04% | Reduce -2.4% | 1,406 | $231K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -6.0% | 1,401 | $230K |
| Calamos Wealth Management LLC | 0.01% | No change | 1,400 | $230K |
| Blueprint Investment Partners LLC | 0.05% | Add +5.4% | 1,395 | $229K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | No change | 1,393 | $229K |
| Hubbell Strickland Wealth Management, LLC | 0.11% | Add +0.4% | 1,388 | $228K |
| Mayfair Advisory Group, LLC | 0.15% | Reduce -4.7% | 1,352 | $228K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 1,380 | $227K |
| Meritage Portfolio Management | 0.01% | No change | 1,374 | $226K |
| Arq Wealth Advisors, LLC | 0.10% | Reduce -90.9% | 1,371 | $225K |
| RiverTree Advisors, LLC | 0.15% | Add +0.3% | 1,368 | $225K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -1.0% | 1,367 | $225K |
| Kelly Financial Services LLC | 0.08% | Add +2372.7% | 1,360 | $223K |
| Advisory Alpha, LLC | 0.01% | Add +0.2% | 1,359 | $223K |
| Harrell Investment Partners, LLC | 0.06% | Reduce -10.9% | 1,358 | $223K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -3.5% | 1,356 | $223K |
| Concorde Asset Management, LLC | 0.14% | Reduce -53.9% | 1,352 | $222K |
| High Falls Advisors, Inc | 0.05% | Reduce -19.0% | 1,351 | $222K |
| Cadinha & Co. LLC | 0.04% | No change | 1,342 | $220K |
| Camden National Bank | 0.03% | No change | 1,341 | $220K |
| Fulcrum Equity Management | 0.20% | Add +0.1% | 1,336 | $220K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -21.6% | 1,353 | $218K |
| CPA Asset Management Group, LLC | 0.12% | Add +0.2% | 1,324 | $218K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -10.2% | 1,186 | $217K |
| Fogel Capital Management, Inc. | 0.12% | No change | 1,319 | $217K |
| Bayesian Capital Management, LP | 0.02% | New | 1,319 | $217K |
| Webster Bank, N. A. | 0.02% | Reduce -13.2% | 1,316 | $216K |
| Bricktown Capital, LLC | 0.04% | Reduce -91.8% | 1,308 | $215K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 1,308 | $215K |
| MRP Capital Investments, LLC | 0.20% | No change | 1,300 | $214K |
| Mechanics Bank Trust Department | 0.03% | Reduce -2.6% | 1,300 | $214K |
| Bank of Hawaii | 0.01% | New | 1,299 | $213K |
| Index Fund Advisors, Inc. | 0.01% | No change | 1,290 | $212K |
| Ledyard National Bank | 0.02% | Reduce -6.1% | 1,288 | $212K |
| Hudock, Inc. | 0.04% | New | 1,285 | $211K |
| PAX Financial Group, LLC | 0.04% | New | 1,272 | $209K |
| Moore Capital Management, LP | 0.00% | New | 1,272 | $209K |
| Harbor Group, Inc. | 0.05% | Add +0.4% | 1,270 | $209K |
| Kelleher Financial Advisors | 0.09% | New | 1,267 | $208K |
| RAM Investment Partners, LLC | 0.06% | Reduce -13.7% | 1,265 | $208K |
| Americana Partners, LLC | 0.02% | New | 1,263 | $207K |
| Sargent Investment Group, LLC | 0.04% | Add +2.9% | 1,260 | $207K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -9.0% | 1,258 | $207K |
| LPF Advisors LLC | 0.19% | No change | 1,249 | $205K |
| Gratus Capital, LLC | 0.01% | New | 1,243 | $204K |
| SFG Wealth Management, LLC. | 0.12% | Add +4.6% | 1,236 | $203K |
| Millennium Capital Advisors, LLC | 0.13% | Add +0.2% | 1,235 | $203K |
| Boston Standard Wealth Management, LLC | 0.04% | Add +0.3% | 1,222 | $201K |
| TCP Asset Management, LLC | 0.05% | No change | 1,220 | $200K |
| Semmax Financial Advisors Inc. | 0.06% | No change | 1,187 | $199K |
| Family Manage LLC | 0.04% | Reduce -27.7% | 1,204 | $198K |
| Element Wealth, LLC | 0.11% | No change | 1,200 | $197K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | New | 1,139 | $187K |
| Godsey & Gibb, Inc. | 0.02% | Add +2243.5% | 1,078 | $177K |
| Balentine LLC | 0.01% | Add +206.8% | 1,040 | $171K |
| Lynx Investment Advisory | 0.12% | — | 1,015 | $167K |
| PSI Advisors, LLC | 0.05% | Add +3.0% | 988 | $162K |
| Atlas Capital Advisors Inc. | 0.02% | Add +0.1% | 987 | $162K |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 986 | $162K |
| Legend Financial Advisors, Inc. | 0.11% | Add +11.2% | 983 | $161K |
| TruNorth Capital Management, LLC | 0.05% | No change | 967 | $159K |
| Denver PWM, LLC | 0.06% | New | 917 | $151K |
| EdgeRock Capital LLC | 0.12% | New | 904 | $149K |
| Family Asset Management, LLC | 0.09% | Reduce -6.5% | 891 | $146K |
| Avior Wealth Management, LLC | 0.01% | Reduce -63.5% | 870 | $143K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 864 | $142K |
| Bogart Wealth, LLC | 0.01% | Add +22.9% | 860 | $141K |
| Hantz Financial Services, Inc. | 0.00% | No change | 850 | $140K |
| NFSG Corp | 0.05% | Add +32.3% | 848 | $139K |
| Oakworth Capital, Inc. | 0.01% | No change | 840 | $138K |
| GS Investments, Inc. | 0.07% | No change | 838 | $138K |
| Institutional & Family Asset Management, LLC | 0.02% | Reduce -94.3% | 836 | $137K |
| Belvedere Trading LLC | 0.01% | New | 816 | $134K |
| Painted Porch Advisors LLC | 0.07% | New | 741 | $122K |
| CVA Family Office, LLC | 0.02% | Add +1.7% | 715 | $117K |
| Triad Wealth Partners, LLC | 0.06% | New | 701 | $115K |
| Custom Portfolio Group LLC | 0.09% | No change | 690 | $113K |
| SYM FINANCIAL Corp | 0.02% | Add +32450.0% | 651 | $107K |
| Baldwin Wealth Partners LLC | 0.01% | Add +9.4% | 640 | $105K |
| City State Bank | 0.04% | No change | 629 | $103K |
| Red Tortoise LLC | 0.06% | No change | 625 | $103K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Reduce -99.5% | 595 | $98K |
| Assetmark, Inc. | 0.00% | Add +2391.3% | 573 | $94K |
| Atwood & Palmer Inc. | 0.01% | Add +59.8% | 572 | $94K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +0.2% | 562 | $93K |
| Great Lakes Retirement, Inc. | 0.01% | New | 555 | $91K |
| St Germain D J Co. Inc. | 0.00% | No change | 555 | $91K |
| Wolff Wiese Magana LLC | 0.07% | Add +85.9% | 541 | $89K |
| Continuum Advisory, LLC | 0.01% | Reduce -1.1% | 535 | $88K |
| Emfo, LLC | 0.08% | Reduce -45.3% | 510 | $84K |
| Addison Advisors LLC | 0.03% | No change | 510 | $84K |
| Wellington Shields & Co., LLC | 0.03% | Add +0.2% | 504 | $83K |
| Legacies Wealth LLC | 0.07% | No change | 500 | $82K |
| Westside Investment Management, Inc. | 0.02% | No change | 500 | $82K |
| Versant Capital Management, Inc | 0.02% | No change | 490 | $80K |
| Financial Connections Group, Inc. | 0.04% | New | 484 | $79K |
| LRI Investments, LLC | 0.01% | Add +86.3% | 475 | $78K |
| M&R Capital Management Inc. | 0.02% | No change | 474 | $78K |
| Providence Capital Advisors, LLC | 0.02% | Add +334.3% | 456 | $75K |
| Perritt Capital Management Inc | 0.04% | Add +0.5% | 451 | $74K |
| Blue Trust, Inc. | 0.00% | No change | 437 | $74K |
| Caitlin John, LLC | 0.05% | Add +1.4% | 450 | $74K |
| Laffer Tengler Investments, Inc. | 0.02% | No change | 440 | $72K |
| AlphaMark Advisors, LLC | 0.03% | Reduce -10.8% | 437 | $72K |
| Aspire Private Capital, LLC | 0.02% | No change | 438 | $72K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -6.3% | 430 | $71K |
| TrinityBridge Ltd | 0.00% | No change | 426 | $70K |
| Breakwater Investment Management | 0.03% | No change | 426 | $70K |
| Morling Financial Advisors, LLC | 0.03% | No change | 409 | $67K |
| Missouri Trust & Investment Co | 0.02% | No change | 397 | $65K |
| Chris Bulman Inc | 0.04% | — | 388 | $64K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +23.9% | 347 | $57K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +10.7% | 343 | $56K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -66.2% | 336 | $55K |
| Tidemark, LLC | 0.02% | Reduce -83.7% | 328 | $54K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 326 | $54K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 303 | $50K |
| Key Financial Inc | 0.01% | No change | 299 | $49K |
| Guardian Wealth Management, Inc. | 0.04% | No change | 293 | $48K |
| Core Alternative Capital | 0.01% | No change | 275 | $45K |
| Peoples Financial Services Corp. | 0.02% | New | 274 | $45K |
| Hobbs Group Advisors, LLC | 0.02% | — | 263 | $43K |
| Howe & Rusling Inc. | 0.00% | Add +54.2% | 259 | $43K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 258 | $42K |
| MCF Advisors LLC | 0.00% | No change | 250 | $41K |
| PrairieView Partners, LLC | 0.00% | No change | 250 | $41K |
| Silicon Valley Capital Partners | 0.01% | Add +0.4% | 242 | $40K |
| Goodman Advisory Group, LLC | 0.01% | New | 237 | $39K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.4% | 228 | $37K |
| Clear Investment Research, LLC | 0.05% | No change | 220 | $36K |
| Central Bank & Trust Co. | 0.01% | New | 220 | $36K |
| Lindbrook Capital, LLC | 0.00% | No change | 208 | $34K |
| Marquette Asset Management, LLC | 0.01% | No change | 207 | $34K |
| Redwood Wealth Management Group, LLC | 0.02% | New | 201 | $33K |
| Fairman Group, LLC | 0.03% | Add +27.4% | 200 | $33K |
| Clearstead Trust, LLC | 0.01% | No change | 200 | $33K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 200 | $32K |
| Creekmur Asset Management LLC | 0.01% | No change | 194 | $32K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +107.5% | 193 | $32K |
| Financial Perspectives, Inc | 0.01% | No change | 185 | $30K |
| Citizens National Bank Trust Department | 0.01% | Reduce -2.6% | 185 | $30K |
| Ransom Advisory, Ltd | 0.01% | New | 172 | $28K |
| Realta Investment Advisors | 0.01% | Reduce -72.3% | 165 | $27K |
| Y.D. More Investments Ltd | 0.00% | No change | 165 | $27K |
| VitalStone Financial, LLC | 0.02% | Add +35.3% | 161 | $26K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 161 | $26K |
| Cambridge Financial Group, Inc. | 0.01% | No change | 160 | $26K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.7% | 153 | $25K |
| Front Row Advisors LLC | 0.01% | No change | 150 | $25K |
| Thompson Investment Management, Inc. | 0.00% | No change | 147 | $24K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 147 | $24K |
| Hanson & Doremus Investment Management | 0.00% | No change | 145 | $24K |
| Princeton Global Asset Management LLC | 0.01% | No change | 146 | $24K |
| NewSquare Capital LLC | 0.00% | Add +151.8% | 141 | $23K |
| Birchbrook, Inc. | 0.01% | No change | 139 | $23K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +13.3% | 136 | $22K |
| Solstein Capital, LLC | 0.01% | No change | 135 | $22K |
| Pineridge Advisors LLC | 0.01% | No change | 133 | $22K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -30.0% | 133 | $22K |
| Studio Investment Management LLC | 0.00% | New | 130 | $21K |
| Operose Advisors LLC | 0.01% | No change | 125 | $21K |
| Russell Investments Group, Ltd. | 0.00% | New | 125 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 119 | $20K |
| Gradient Investments LLC | 0.00% | Add +5.7% | 111 | $18K |
| Nemes Rush Group LLC | 0.00% | Add +0.9% | 111 | $18K |
| FWL Investment Management, LLC | 0.01% | Add +131.1% | 104 | $17K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 101 | $17K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 92 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -36.4% | 91 | $15K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 88 | $14K |
| Piscataqua Savings Bank | 0.01% | No change | 87 | $14K |
| Richardson Financial Services Inc. | 0.01% | No change | 83 | $14K |
| Sittner & Nelson, LLC | 0.01% | No change | 82 | $13K |
| Avion Wealth | 0.00% | Reduce -61.9% | 85 | $13K |
| Pacific Center for Financial Services | 0.00% | Add +1.3% | 79 | $13K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 75 | $12K |
| Broadwater Capital Management LLC | 0.01% | No change | 71 | $12K |
| Davis Capital Management | 0.01% | Reduce -68.2% | 70 | $11K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 64 | $11K |
| Horrell Capital Management, Inc. | 0.00% | No change | 63 | $10K |
| SJS Investment Consulting Inc. | 0.00% | No change | 56 | $9K |
| Aspire Wealth Management Corp | 0.01% | No change | 55 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 55 | $9K |
| Coston, McIsaac & Partners | 0.00% | Add +36.6% | 56 | $9K |
| Private Ocean, LLC | 0.00% | New | 49 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 47 | $8K |
| Center for Financial Planning, Inc. | 0.00% | No change | 42 | $7K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 42 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 41 | $7K |
| Abich Financial Wealth Management LLC | 0.00% | New | 41 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 40 | $7K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 36 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 36 | $6K |
| Pathway Financial Advisers, LLC | 0.00% | Add +176.9% | 36 | $6K |
| Lowe Wealth Advisors, LLC | 0.00% | Add +16.7% | 35 | $6K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -13.2% | 33 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +77.8% | 32 | $5K |
| Armor Investment Advisors, LLC | 0.00% | Add +36.4% | 30 | $5K |
| Valued Wealth Advisors LLC | 0.00% | New | 27 | $4K |
| Costello Asset Management, INC | 0.00% | New | 22 | $4K |
| Transcendent Capital Group LLC | 0.00% | No change | 22 | $4K |
| Global Wealth Strategies & Associates | 0.00% | New | 22 | $4K |
| Kozak & Associates, Inc. | 0.00% | No change | 20 | $3K |
| Hilltop National Bank | 0.00% | No change | 20 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 12 | $2K |
| Northwest Capital Management Inc | 0.00% | New | 12 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 9 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Add +133.3% | 7 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 5 | $1K |
| First Personal Financial Services | 0.00% | No change | 4 | $658 |
| Unique Wealth Strategies, LLC | 0.00% | New | 1 | $105 |
| Covestor Ltd | 0.00% | New | 1 | $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.